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SR 10-25-2022 5D City Council Report City Council Meeting: October 25, 2022 Agenda Item: 5.D 1 of 16 To: Mayor and City Council From: David Martin, Director, City Planning Subject: Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Contracts) for Designated Historic Resources Located at 2602 Third Street, 227 Beach Street, 227 Broadway, 818 Grant Street and 174 Kinney Street Recommended Action Staff recommends that the City Council adopt the attached Resolutions authorizing the City Manager to execute Historic Property Preservation Agreements (Mills Act Contracts) between the City of Santa Monica and the owners of City-designated historic resources located at 2602 Third Street, 227 Beach Street, 227 Broadway, 818 Grant Street, and 174 Kinney Street. Summary The City has a longstanding commitment to historic preservation that includes educating property owners about and offering the benefits of the Landmarks program. One of those benefits is the Mills Act, California Government Code Sections 50280-50290, a State law that enables contracts between local governments and property owners of qualified historic properties authorizing a property tax reduction. The Mills Act is one of the most effective financial incentives available to owners of historic properties and is an important tool for implementing the City’s Historic Preservation Element goals promoting the designation and long-term preservation of historic resources. Currently, 95 properties in Santa Monica are protected with Mills Act contracts. The City received five applications for consideration in 2022, three are residential multi- family properties, located at 227 Beach Street, 2602 Third Street and, 818 Grant Street, and two are commercial buildings, the former Enterprise Fish Company, located at 174 5.D Packet Pg. 50 2 of 16 Kinney and the Keller Block building, located at 227 Broadway. On September 12, 2022, the Landmarks Commission reviewed and recommended approval of all five applications. Staff has determined that each application meets all applicable requirements of State law and the Santa Monica Municipal Code (SMMC). Therefore, staff recommends approval of all five Mills Act Contracts. Mills Act contracts are approved by Resolution of the City Council (Attachments F through J). Background In 1991, as part of a comprehensive revision to the City’s Landmarks Ordinance, the City Council authorized designated Structures of Merit, Landmarks, and contributing structures located in designated Historic Districts to be considered qualified historic properties eligible for historic property contracts submitted pursuant to the provisions of the Mills Act. As a result, property owners of designated historic properties may file a Mills Act Contract application. In 2014, the Council passed an Ordinance that revised the City’s Mills Act Program by amending SMMC Section 9.56.270(F) to narrow contract eligibility requirements and expand applicant submittal requirements. Specifically, a Mills Act Contract may only be approved if: 1. The property has no outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State, or local law, rule or regulation; 2. The property is not subject to a tax delinquency; and 3. All work that has been previously conducted on the property conforms to the Secretary of the Interior’s Standards for the Treatment of Historic Properties. The City requires applicants for Mills Act Contracts to provide a report prepared by a qualified architect describing the condition of the structure and its rehabilitation and maintenance needs to ensure the resource’s historic integrity and structural stability and, therefore, continue the life and usefulness of the historic structure. Recommendations in the architect's report are reflected in the proposed ten-year maintenance plan submitted to the County Tax Assessor's office which determines the value of the historic property based upon its current net operating income, rather than upon the traditional assessed valuation method. In most cases, the result is a reduction 5.D Packet Pg. 51 3 of 16 in property tax. In exchange for a property tax reduction, the owner agrees to protect, maintain and, if necessary, restore the historic property. The initial Mills Act contract term is a minimum 10-year period. Each year on the anniversary of the effective date of the agreement, also known as the renewal date, a year is automatically added to the initial 10-year term of the agreement. This effectively makes the term of the contract at least 10 years, but possibly indefinite unless the owner or City submits a notice of non-renewal. Alternatively, the owner may petition the City to initiate an immediate cancellation, which would result in payment of a penalty equal to 12.5% of the property’s assessed current fair market value, as determined by the County Assessor as though the property were free of the contractual restriction. The City may also cancel the contract in the event of a breach of contract conditions, whereby the property owner would be subject to pay the same 12.5% penalty. Property owners are required to obtain all applicable entitlements such as a Certificate of Appropriateness, and all associated building permits, for work proposed in the 10- year maintenance plan. Furthermore, all work proposed in the 10-year maintenance plan must comply with “The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring & Reconstructing Historic Buildings” (Weeks & Grimmer, 1995; revised 2017), as subsequently amended from time to time. Property owners are also required to submit a report to the City on a biennial basis to demonstrate compliance with contract terms. Staff reviews the reports received and may conduct site inspections to confirm the completion of work tasks as part of its assessment. Discussion There are three multi-family applications for consideration for this calendar year; 2602 Third Street, 227 Beach Street, and 818 Grant Street. The applications for 227 Broadway and 174 Kinney Street are commercial buildings. Staff has determined that each property qualifies under SMMC 9.56.270(F), as there are no confirmed or outstanding Code violations; the properties are current in property tax payments; and all 5.D Packet Pg. 52 4 of 16 work that had been previously conducted, was done in a manner that is consistent with the Secretary of the Interior’s Standards. The specific details of each property are discussed below as well as the background of the Third Street Neighborhood Historic District of which two of the three residential properties are included as contributing structures. Third Street Neighborhood Historic District The Third Street Neighborhood Historic District is the City’s first Historic District and was designated on July 1, 1990. It consists of 38 contributing buildings constructed between 1875 and 1930, on Third Street between Ocean Park Boulevard and Hill Street. This small Ocean Park neighborhood illustrates many of the historical and architectural patterns that characterized the larger community. Historically, the neighborhood has ties to some of the Santa Monica’s most prominent early residents. Architecturally, the buildings chronicle the evolution of the design from the Victorian era through the revival styles of the 1920’s and 1930’s, with an emphasis on hipped roof, turn-of-the-century cottages, and Craftsman bungalows. 2602 Third Street and the parcel commonly known as 227 Beach are contributing structures located in The Third Street Neighborhood Historic District. The district is notable for its representation of a variety of late 19th century and early 20th century residential architectural styles as well as for its lack of substantial infill structures. The neighborhood’s architectural consistency is also particularly memorable in Ocean Park, where wood frame California bungalows and low scale Spanish Revival structures frequently exist adjacent to large apartment buildings. 5.D Packet Pg. 53 5 of 16 2602 Third Street Figure 1: Photo of 2602 Third Street (three structures) A Mills Act Contract is proposed for the Craftsman style buildings that were constructed in 1910 per the Los Angeles County Assessor’s Office. Three residential buildings comprised of four residential units are all contributing structures to the Third Street Neighborhood Historic District. The character defining features include wood shingle siding and wide eaves with rafter tails. The application photos serve to detail the scope of work and character defining features. As part of the Mills Act application, a Historic Structure Condition Assessment and Maintenance Plan was prepared by Robert J Chattel. The report assesses the existing condition of the residential building and identifies repair, restoration/rehabilitation, and maintenance needs (Attachment A) along with a general schedule for completion of 5.D Packet Pg. 54 6 of 16 work. As discussed more fully in Attachment A, the property appears to be in fair/good condition. The contract would specify a landscape architect be engaged to create a landscape plan, design/install drip irrigation and remove overgrown planting by creating a 12-inch buffer surrounding the building thus protecting the historic features. The largest rehabilitation costs specify hiring a structural engineer to evaluate and prepare plans for seismic upgrades to the building(s) foundations as well as replacement of the existing sewer lines and laterals by a licensed plumber. The texture coat on siding, eaves and rafter tails shall be removed using the gentlest means possible. Work proposed such as window rehabilitation and replacement of those windows that have been altered, contracting with a licensed contractor for a building inspection report on electrical, plumbing and heating systems (building system upgrades), and following recommendations on verifying the existing roof conditions and installing insulation have been included in the rehabilitation priorities and will prolong the life and use of the building. Rehabilitation work described will be done in the immediate/near future. The applicant has developed a 10-year rehabilitation/maintenance plan describing tasks that will be undertaken to address the identified concerns and ensure on-going maintenance that is expected to be realized through the projected tax savings. The maintenance tasks are estimated to have an annual total cost of approximately $7,000 with all identified exterior restoration/rehabilitation projected to cost $291,000 over the initial 10-year contract period. 5.D Packet Pg. 55 7 of 16 227 Beach Street Figure 2: Photo of 227 Beach Street A Mills Act Contract is proposed for the multi-unit residential building and parcel designated as a contributor to the Third Street Neighborhood Historic District on July 1, 1990 (District described above). The property consists of thirteen units sited south of Ocean Park Boulevard and along the north side of Beach Street comprised of four structures. The Mediterranean Revival residences predate the Spanish Colonial revival style but share some of its materials and characteristics. Four attached bungalows constituted within three rows and a solo building were constructed in 1924. Addresses associated with the site include: 227, 229, 231, 233, Beach Street and 2543 and 2545 2nd Street. The vernacular mode of these Mediterranean Revival residences is characterized by flat roofs with parapets, capped in clay tile that step up in the center and at the ends of each unit. With the downward grade toward Second Street, each unit is slightly offset in the elevation from the next, with the line of the parapet reflecting the downward step of each unit. A tile-clad linear hood lines the base of base of each parapet. Additional clay tiled 5.D Packet Pg. 56 8 of 16 hoods with simple wood stick-work framing provide shelter for each front door. The exterior walls are finished with a lightly sand-textured stucco. As part of the Mills Act application, an architect’s report was prepared by Isabelle Duvivier. The report details the extensive renovation work that has received a Certificate of Occupancy, and annual maintenance needs (Attachment B). Three Certificate of Appropriateness were issued, and the exterior building was issued a final inspection on April 2, 2022. As discussed more fully in Attachment B, the building has been substantially renovated and the work has been completed. Rehabilitation improvements included significant foundation, concrete site work, plumbing, electrical, mechanical, roofing and landscape/irrigation improvements. All wood windows were replaced in- kind including “horn details” on the upper portion of the double hung windows. Doors were replaced or rehabilitated with flat casing trim surrounds and paint was removed from original hardware. All roof and subfloor vents were replaced, new gutters and downspouts were installed and 85% of the original Spanish ceramic roof tiles were reused in the complete roof restoration. The estimated cost for these completed rehabilitation improvements, inclusive of interior work is $3,248,892. Future work associated with the Mills Act contract includes rehabilitation involving cosmetic tasks addressing maintenance and cleaning of building systems, including mechanical, plumbing, gutters, exterior lighting and wood window repairs, painting; improvements to building wood decorative features and landscape improvements have been prioritized by the architect’s report. Included in the application is a 10-year rehabilitation/maintenance plan describing tasks that will be undertaken to ensure on- going maintenance that is expected to be realized through the projected tax savings. The identified maintenance tasks are estimated to have a total cost of approximately $261,500 over the ten-year contract period. 5.D Packet Pg. 57 9 of 16 227 Broadway Figure 3: Photo of 227 Broadway Street A Mills Act Contract is proposed for 227 Broadway, the building, commonly known as the Keller Block, is located on southwest corner of the Third Street Promenade in the City’s downtown. The commercial building was designated as a City Landmark on October 13, 2008. The Keller Block is a rare example of a large, architecturally distinctive, 1890’s masonry multi-use commercial building in Santa Monica. The subject property retains the majority of its primary character defining features on the exterior including the brickwork, arched openings, rectangular openings with contrasting stone lintels and sills, and cast- iron storefronts by the Llewellyn Ironworks of Los Angeles. As one of the earliest and the most prominent commercial buildings in this immediate area of downtown, the structure manifests the feeling of early commercial life in the central business district. It 5.D Packet Pg. 58 10 of 16 is an excellent and rare local example of the Richardsonian Romanesque Revival style as applied to a commercial structure exhibiting distinguished architectural characteristics of the style including the massing, roof form, parapets, turret, brick and ashalar brownstone (denoting that the materials are closely laid with very little mortar between them), as well as other signature trademarks of the idiom in its overall design. As part of the Mills Act application, an architect’s report was prepared by Kaplan Chen Kaplan. The building was constructed in 1893. The report assesses the condition of the building and identifies repair, restoration/rehabilitation, and maintenance needs (Attachment C) along with a general schedule for completion of work. The suggested rehabilitation work includes a professional evaluation of foundation and structural building and parapet condition. Major expenditures include assessing windows, surrounds and seals, roof replacement and upgrading mechanical systems. In total, the applicant has identified that the amount of $260,000 to be invested into the rehabilitation of these systems. In addition to the completed rehabilitation work, a 10-year maintenance plan describing tasks that will be undertaken to address the identified concerns that are expected to be realized through the projected tax savings has been included in the application. The existing building condition is listed as fair and in need of significant maintenance. The upgrades and repairs described specify repointing the brick and grout work, maintaining iron work, concealing exposed conduits, and investing in systems upgrades. The identified maintenance tasks over 10 years are estimated to have a total cost of $1,043,000. 5.D Packet Pg. 59 11 of 16 818 Grant Street Figure 4: Photo of 818 Grant Street A Mills Act Contract is proposed for the multi-unit residential building constructed in 1929 as an apartment court building in the Spanish Colonial Revival style, consisting of 12units in one U-shaped building. The property is significant for conveying early patterns of multi-family residential development that shaped Santa Monica and the east Santa Monica area in the early decades of the twentieth century, prior to the establishment of Sunset Park subdivision in 1936 from which the entire planning district has taken its name. Tract 5512, where the subject property is located, dates from 1922, and was initially owned and recorded by the California Trust Company of Los Angeles. By the time the subject property was built within the neighborhood in 1929, it was one of several dozen residences that were scattered throughout the many blocks of the east Santa Monica area. The subject property is considered a rare example of early twentieth century housing type built prior to 1936 and therefore, manifests early elements of the City’s architectural heritage. 5.D Packet Pg. 60 12 of 16 The residential building and parcel were designated as a City Landmark on July 12, 2021. It incorporates many of the typical character-defining features of the style and period including horizonal massing, asymmetrical elevations, roof dorms and material, stucco finish, fenestration pattern, clay tile roof/trim accents, incorporation of simple tower features, rounded arched shaped openings, and courtyard. Besides general maintenance work, some modifications to the building have been made, including replacement of most of the original wood-frame windows (casement and sash) to metal framed sliders and alterations to the staircase at the south end of the complex for access to the second-story apartments. As part of the Mills Act application, an architectural report was prepared by Kaplan Chen Kaplan. The report assesses the condition of the building and identifies maintenance needs (Attachment D) along with a general schedule for completion of work. As discussed more fully in Attachment D, the building is in fair/good condition. Recommended rehabilitation improvements include in the first year include reroofing with assessment of parapet caps and porch overhangs, assessing condition and painting original doors, painting and inspection of window frame and sills and repair of stair handrails leading to the second floor. Priority replacement of non-original windows and replacement and garage door consistency/uniformity of appearance, which has been identified by the applicant to have a valuation of $5,000. Future work associated with the Mills Act contract includes a maintenance plan as the primary mechanism for general building repairs to the sitework/ drainage, maintenance of landscape with irrigation systems, inspection of plumbing systems, with repairs to be prioritized as detailed in the architect’s report. A 10-year maintenance plan has been developed as part of the application. The maintenance plan describes tasks that will be undertaken to address the identified concerns and ensure on-going upkeep that is expected to be realized through the projected tax savings. The identified maintenance tasks are estimated to have a total cost of approximately $305,000 with all identified rehabilitation tasks having been completed over the initial 10-year contract period. 5.D Packet Pg. 61 13 of 16 174 Kinney Street Figure 5: Photo of 174 Kinney Street/ 171-177 Pier Avenue The property at 174 Kinney and 171-177 Pier Avenue is associated with the early commercial and transportation history of Santa Monica, specifically the pivotal role of the Pacific Electric Railway in the development of Ocean Park during the first decades of the 20th century. The date of construction is 1913. The two-story vernacular commercial building with retail storefronts facing Pier Avenue and a large single-story truss-roof former automobile repair garage facing Kinney. The Pacific Electric Railway 5.D Packet Pg. 62 14 of 16 maintained an office in the Pier Avenue portion of the building from at least 1933 to 1953, when the railway ceased operations in Santa Monica, and, as such, is likely the last extant structure associated with the Pacific Electric in Ocean Park, if not all of Santa Monica. While it appears that the garage itself was not utilized by the Pacific Electric Railway for its own purposes, the Kinney-facing garage operated separately and serviced the cars of locals and visitors at a time when automobiles came to eclipse public transportation. Designed by the in-house designers of the Pacific Electric, and built by Houghton and Anderson, a Los Angeles contracting firm, the property displays elements of commercial vernacular design of the period, including the Art Deco façade of the Kinney building, and Spanish Colonial Revival elements of the Pier building. The siting of the building also reflects its significance – its location along Trolleyway (now Neilson Way), the former right-of-way of the Pacific Electric-adjacent to the site of the train station at 3011 Trolleyway; and its location along Pier, the major west-east artery of Ocean Park and the hub of railway-related activities in the neighborhood. The building’s period of significance is 1926-1953. Character-defining architectural features are separated into three elevations of the Vernacular Commercial building and include a symmetrical arrangement divided into 3 bays, brick Art Deco pilasters with finials atop pilasters flanking the central bay, recessed entry and large painted fixed wood windows located in each outer bay. As part of the Mills Act application, a Historic Structure Condition Assessment and Maintenance Plan was prepared by Kaplan Chen Kaplan. The report assesses the existing condition of the residential building and identifies repair, restoration/ rehabilitation, and maintenance needs (Attachment E) along with a general schedule for completion of work. As discussed more fully in Attachment E, the building is in fair condition. The Kinney building’s future work associated with the Mills Act contract includes improvements include cleaning, painting and repair of the metal windows and grills, masonry pointing/ grout work, and the roof replacement. The work programed for the Pier building includes site work, maintenance of the existing aluminum windows, upkeep of the plaster façade finish and landscape maintenance as well as removal of overgrown vines. Also included is the rehabilitation work involving the restoration of the 5.D Packet Pg. 63 15 of 16 front door assembly, major heating, plumbing and structural systems, landscape maintenance and irrigation repair. A maintenance plan has also been prepared for general building repair. The applicant has developed a 10-year rehabilitation/ maintenance plan describing tasks that will be undertaken to address the identified concerns and ensure on-going maintenance that is expected to be realized through the projected tax savings. The identified maintenance tasks are estimated to have a total cost of approximately $240,000 (Pier) and $403,00 (Kinney) with all identified rehabilitation tasks projected to cost $643,500 over the initial 10-year contract period. Financial Impacts and Budget Actions There is no immediate financial impact or budget action necessary as a result of the recommended action. Staff will return to Council if specific budget actions are required in the future. Execution of these Mills Act Contracts would result in a reduction in annual property tax revenue to the City in the estimated amount of $21,700 for FY 2023-24 and subsequent years thereafter. A summary financial analysis table is included as Attachment P. Prepared By: Regina Szilak, Associate Planner Approved Forwarded to Council Attachments: A. 2602 3rd Street application materials B. 227 Beach application materials C. 227 Broadway application materials D. 818 Grant Street application materials E. 174 Kinney Street application materials F. OAKS INITIATIVE FORM 2602 3rd Street G. OAKS INIATIVE FORM 227 Beach Street H. OAKS INITIATIVE FORM 227 Broadway I. OAKS INITIATIVE FORM 174 Kinney 171-177 Pier 5.D Packet Pg. 64 16 of 16 J. OAKS INITIATIVE FORM 818 Grant Street K. CDD - Reso - Mills Act (227 Beach) 102522 L. CDD - Reso - Mills Act (2602 3rd) 102522 M. CCD - Reso - Mills Act (227 Broadway) 102522 N. CDD - Reso - Mills Act (174 Kinney) 102522 O. CDD - Reso - Mills Act (818 Grant) 102522 P. Mills Act Financial Analysis 5.D Packet Pg. 65 City of Santa Monica Planning and Community Development Department City Planning Division (310) 458-8341 MILLS ACT CONTRACT APPLICATION Application Number (s)_____________________________ Date Filed: Fee: Receipt # Received by: PROJECT ADDRESS ___________________________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ CONTACT PERSON OTHER THAN APPLICANT (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ PROPERTY OWNER (if other than applicant): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ 2602 3rd Street and 250, 248 and 244 Beach Street Lot 1, Block N, Vawters Ocean View Tract Book 9, Page 1, 4287-010-022 Robert Jay Chattel, AIA 13417 Ventura Blvd. 818-788-7954 robert@chattel.us NA NA Steven and Melissa Macko 1257 Cabrillo Ave 650-576-6843 stevema1214@yahoo.com and mackomelissa@gmail.com NA 5.D.a Packet Pg. 66 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure: Is rehabilitation or maintenance needed? (Select one) _____ Rehabilitation _____Maintenance Is the property designated as part of an historic district? Yes ____ No ____ If so, what district? ______________________________ Is the property listed on the National Register of Historic Places? Yes ____ No ____ If so, date of designation: _________________ APPLICATION MATERIALS The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application: An Architectural Report and a Restoration/Rehabilitation plan are required for the designated historic property. If the building is already restored and in good condition, a maintenance list must be submitted to support the need for tax relief. Please submit one (1) unbound, single-sided copy of each of the following items: 1.An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect. 2.A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by acertified architect. Please note that a Mills Act Contract only regulates exterior restoration/rehabilitation and general maintenance of your property. If you are also planning interior work, please include a description of this work in a separate section (please see attached sample plan). 3.A ten (10) year Maintenance Plan with estimate cost and schedule. Please describe all periodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This information must be submitted as a section of the Restoration/Rehabilitation Plan. 4. Photographs (35 mm or digital) of all building elevations and character defining features. 5.Information required for the Financial Analysis (fill in the two highlighted boxes on the attached form). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the information provided. Please note that this forthcoming analysis is only an estimate. The Los Angeles County Office of the Assessor will make a revised tax assessment that will be applicable for the next tax year. Residential July 1, 1990 Intact property of three dwellings, and two out buildings. X X Third Street Neighborhood Historic District X 5.D.a Packet Pg. 67 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed). 7. Copy of the latest property tax bill for the property. 8.OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette. I (we) hereby certify that the information contained in this application and attached hereto is correct to the best of my knowledge and that this application is made with the knowledge and consent of the property owner. APPLICANT'S SIGNATURE: ___________________________ DATE: __________ APPLICANT'S SIGNATURE: ___________________________ DATE: __________ I (we) hereby declare under the penalty of perjury that I (we) am (are) the owners of the property involved in this request, or if the owner is a corporation or other entity that I (we) are duly authorized to execute this affidavit on behalf of said corporations or entity. I further declare that the foregoing statements and the information submitted herewith are true and correct. I certify that this application is being made with my consent. ____________________________________ ________________________ PROPERTY OWNER’S SIGNATURE DATE ____________________________________ ________________________ PROPERTY OWNER'S SIGNATURE DATE 5/31/22 5.D.a Packet Pg. 68 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street 5.D.a Packet Pg. 69 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 1: Subject property with addresses identified (Google Maps, 2022) N 2602 3rd Street and 250 Beach Street 244 Beach Street 248 Beach Street 5.D.a Packet Pg. 70 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 2: 2602 3rd, east and north elevations (left), 248 Beach, north elevation (far right), view southwest (Chattel, 2022) Image 3: 2602 3rd, east and north elevations (left), view southwest (Chattel, 2022) Image 4: 2602 3rd, east elevation (left), view west (Chattel, 2022) Image 5: 2602 3rd, south (left) and north elevation (right), view northwest (Chattel, 2022) 5.D.a Packet Pg. 71 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 6: 2602 3rd, east elevation, view northwest, detail of porch steps (Chattel, 2022) Image 7: 2602 3rd, east elevation, view southwest (Chattel, 2022) Image 8: 2602 3rd, east (left) and south elevations (center), view north (Chattel, 2022) Image 9: 2602 3rd, south elevation, view north, detail of brick foundation of porch (Chattel, 2022) 5.D.a Packet Pg. 72 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 10: 2602 3rd, east elevation of garage, view west (Chattel, 2022) Image 11: 2602 3rd, and south elevations, view north (Chattel, 2022) Image 12: 2602 3rd, east elevation of garage (left) and south elevation of dwelling (right), view west (Chattel, 2022) Image 13: 2602 3rd, north elevation of garage (center) and west elevation of dwelling (left), view west (Chattel, 2022) 5.D.a Packet Pg. 73 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 14: 2602 3rd, west (left) and south (right) elevations, view northwest (Chattel, 2022) Image 15: 2602 3rd, west (left) and south (right) elevations, view northwest (Chattel, 2022) Image 16: 2602 3rd, west elevation, view southeast (Chattel, 2022) Image 17: 2602 3rd, north (left) and west (right) elevations, view southeast, note entrance to 250 Beach (right) (Chattel, 2022) 5.D.a Packet Pg. 74 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 18: 2602 3rd, west elevation (left), 248 Beach, north elevation (far right), view southeast (Chattel, 2022) Image 19: 2602 3rd, north elevation, view south (Chattel, 2022) Image 20: 2602 3rd, north elevation, view south (Chattel, 2022) Image 21: 2602 3rd, basement, view southwest, detail of brick cripple wall and post and beam structure (Chattel, 2022) 5.D.a Packet Pg. 75 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 22: 248 Beach, north (left) and west (right) elevations, view southeast (Chattel, 2022) Image 23: 248 Beach, north elevation, view south (Chattel, 2022) Image 24: 248 Beach, north elevation, view south, detail of deterioration (Chattel, 2022) Image 25: 248 Beach, east elevation and roof, view west (Chattel, 2022) 5.D.a Packet Pg. 76 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 26: 248 Beach, south elevation, view northwest (Chattel, 2022) Image 27: 248 Beach, south elevation (left), 2602 3rd, west elevation of garage, view east (Chattel, 2022) Image 28: 248 Beach, west elevation (right), 244 Beach, east elevation (left), view north (Chattel, 2022) Image 29: 248 Beach, west elevation (left), 244 Beach, east elevation (right), view south (Chattel, 2022) 5.D.a Packet Pg. 77 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 30: 248 Beach, east (left) and north (right) elevations of shed, view southwest (Chattel, 2022) Image 31: 248 Beach, north and west elevations (left), 244 Beach, north and east elevations (right), view south (Chattel, 2022) Image 32: 244 Beach, north (left) and east (right) elevations, view southeast (Chattel, 2022) Image 33: 244 Beach, north elevation, view southeast (Chattel, 2022) 5.D.a Packet Pg. 78 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 34: 244 Beach, east (left) and north (right) elevation, view southwest (Chattel, 2022) Image 35: 244 Beach, south elevation (left), west elevation of shed (right), view east (Chattel, 2022) Image 36: 244 Beach, south elevation, view west (Chattel, 2022) Image 37: 244 Beach, crawlspace, view north, detail of structure (Chattel, 2022) 5.D.a Packet Pg. 79 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic AttAchment A: contemporAry photogrAphs 2602 3rd Street and 250-244 Beach Street - exterior chAttel, Inc. | hIstorIc preservAtIon consul- Image 38: 244 Beach, crawlspace, view north, detail of structure (Chattel, 2022) Image 39: 244 Beach, west elevation, view southeast, detail of structure (Chattel, 2022) Image 40: 244 Beach, west elevation, view southeast (Chattel, 2022) 5.D.a Packet Pg. 80 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic MILLS ACT CONTRACT APPLICATION RESTORATION/REHABILITATION AND MAINTENANCE PLANS 2602 3rd Street and 244-250 Beach Street Santa Monica, California 90405 Prepared for: City of Santa Monica City Planning Division Prepared by: Chattel, Inc. | Historic Preservation Consultants Los Angeles Prepared on behalf of: Steve and Melissa Macko May 31, 2022 CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS By: _________________________________ Robert Jay Chattel, AIA, President 5.D.a Packet Pg. 81 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic TABLE OF CONTENTS I. Restoration/Rehabilitation Plan 1 Site 1 Dwellings, Garage and Shed 1 Systems 2 II. Maintenance Plan 3 Site 3 Dwellings, Garage and Shed 3 Systems 4 5.D.a Packet Pg. 82 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 2602 3RD STREET AND 244-250 BEACH STREET, SANTA MONICA, CALIFORNIA RESTORATION/REHABILITATION AND MAINTENANCE PLANS CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1 I. RESTORATION/REHABILITATION PLAN This Restoration/Rehabilitation Plan outlines proposed tasks addressing restoration and rehabilitation of the subject property. Tasks are organized in tables that thematically relate to the site as well as exterior and systems of the residence. Tasks addressing the structure, landscape, electrical, and gutter and downspout systems may be refined and re-prioritized, based on further consultation with professionals specializing in these systems during the first year of the contract period. SITE DWELLINGS, GARAGE, AND SHED Contract Year of Completion Feature Task Estimated Cost 2023 Landscape Engage a landscape architect to create a landscape plan for the subject property that considers removal of over-grown vegetation that is damaging historic materials, drip irrigation, drainage, and incorporates a 12-inch no-planting zone around the perimeter of each building. Implement recommendations from landscape plan. $35,000 Total site cost $35,000 Contract Year of Completion Feature Task Estimated Cost 2024 Exterior Materials Implement recommendations from termite and building inspection reports to repair or replace in-kind wood materials that have been damaged by water, termites and/or fungus. $15,000 2024 Attic Implement recommendations from termite inspection report to ensure attic vent mesh is secure to prevent rodent intrusion. $500 2024 Roof Implement recommendations from building inspection report to repair existing gutters and add gutters to areas that are without. $2,500 2026 Finishes Remove texture coat on exterior siding, eaves and rafters using gentlest means. Ensure all loose and flaking paint has been removed before repainting. $15,000 2026 Windows Rehabilitate wood windows to function as intended. $10,000 2028 Attic Implement recommendations from building inspection report to add insulation for energy conservation purposes. 3,000 2028 Roof Implement recommendation from building inspection report to engage a qualified roofing specialist to $50,000 5.D.a Packet Pg. 83 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 2602 3RD STREET AND 244-250 BEACH STREET, SANTA MONICA, CALIFORNIA RESTORATION/REHABILITATION AND MAINTENANCE PLANS CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2 SYSTEMS evaluate the roof. Repair areas where penetrations are not properly watertight. Replace roof if necessary. 2029 Windows Replace altered windows with operable wood windows to match original. $25,000 2030 Doors Refinish doors, as necessary. Hardware that is overpainted or deteriorated beyond repair should be replaced in-kind to closely match the historic hardware. $7,500 Total cost for work to dwellings, garage and shed $128,500 Contract Year of Completion Feature Task Estimated Cost 2023 Structural Engage a structural engineer to examine foundations of all buildings and make recommendations for seismic reinforcement. Implement recommendations from structural engineering report. $50,000 2024 Mechanical/ HVAC Engage a qualified HVAC specialist to perform an evaluation recommended by electrician. Implement recommendations to provide adequate heating to all units, with venting through roof. $15,000 2023 Electrical Implement recommendations from electrician. Remove exposed Romex cables at 248 Beach, rerun wires to code and receive appropriate permitting. $2,500 2024 Plumbing Implement recommendations from plumber. Replace sewer lines and sewer laterals. Replace water heaters that have exceeded useful life. Address water heater venting for 2602 3rd. $50,000 2023 Structural Implement recommendation from termite inspection report to fumigate all buildings, including dwellings, the garage and shed. $10,000 Total systems cost $127,500 Total proposed restoration/rehabilitation cost $291,000 5.D.a Packet Pg. 84 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 2602 3RD STREET AND 244-250 BEACH STREET, SANTA MONICA, CALIFORNIA RESTORATION/REHABILITATION AND MAINTENANCE PLANS CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 3 II. MAINTENANCE PLAN This Maintenance Plan outlines ongoing maintenance tasks for the subject property, with most tasks implemented on an annual basis. Estimated costs are calculated on estimated annual expenses over a 10-year period. Tasks are organized in tables that thematically relate to the site as well as to the exterior, systems, and interior of the multi-family building complex. SITE DWELLINGS, GARAGE, AND SHED Contract Year of Completion Feature Task Estimated Cost As needed Hardscape Regular maintenance. Ensure pedestrian walkways retain a flat surface to avoid tripping hazards. $1,000 As needed Landscape Regular maintenance. Ensure adjacent soil slopes away from buildings. Ensure water from irrigation systems is not hitting buildings. Trim dense trees and monitor growth to ensure that trees do not touch building. $1,000 Total site maintenance cost $2,000 Contract Year of Completion Feature Task Estimated Cost As needed Windows Window repairs and maintenance. Where necessitated by deterioration, replace wood sash and hardware in- kind. Maintain glazing. $750 As needed Roof Roofing repairs and maintenance. Clear any debris from roof and gutter system, and ensure sealant is in good condition. $1,000 As needed Paint Maintain exterior painted finish. $1,000 As needed Termite and pest control Termite prevention maintenance and pest control. $750 Total exterior maintenance cost $3,500 5.D.a Packet Pg. 85 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 2602 3RD STREET AND 244-250 BEACH STREET, SANTA MONICA, CALIFORNIA RESTORATION/REHABILITATION AND MAINTENANCE PLANS CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 4 SYSTEMS Contract Year of Completion Feature Task Estimated Cost As needed Structural Annual maintenance $500 As needed Mechanical Annual maintenance $250 As needed Electrical Annual maintenance $250 As needed Plumbing Annual maintenance $250 As needed Gutter and downspout system Annual maintenance $250 Total systems maintenance cost $1,500 Total proposed annual maintenance cost $7,000 5.D.a Packet Pg. 86 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.a Packet Pg. 87 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 5.D.a Packet Pg. 88 Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):_______________REVENUESCurrent1) Monthly Rental Income 3%2) Annual Rental IncomeANNUAL EXPENSESGen. Expenses: 25% SFD, Others 30% Vacancy loss 3% $08) Total Expenses$0 (Sum Lines 8-9) NET OPERTING INCOME$0 (Line 2 Minus 8)CAPITALIZATION RATE9) Interest Component 5.5%10) Historic Property Risk 4%(2%, or 4% for SFD)11)Property Tax Component 1%12)Amortization Component 0.5%13) Capitalization Rate 11%(Sum Line 9 - 12)TAXES14) Mills Act Assessment$0 (NOI/ Line 13)15) Tax Under Mills Act$0(Line 14 X .01035146)16)Current Tax17)Tax Savings(Line 16 - Line 15)$018) Annual Costs to City(Line 17 X 16%)$02602 3rd Street and 250, 248, and 244 Beach Streets$10,000$120,000$72,316.415.D.aPacket Pg. 89Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Mills Act Application 227 Beach Street Santa Monica, CA 90405 5.D.b Packet Pg. 90 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act City of Santa Monica Planning and Community Development Department City Planning Division (310) 458-8341 MILLS ACT CONTRACT APPLICATION Application Number (s)_____________________________ Date Filed: Fee: Receipt # Received by: PROJECT ADDRESS ___________________________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ CONTACT PERSON OTHER THAN APPLICANT (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ PROPERTY OWNER (if other than applicant): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ 227 Beach Street, Santa Monica, CA 90405 Megan Johnson 10008 National Blvd #300, Los Angeles, CA 90034 310-968-6934 megan@valenciahome.com Isabelle Duvivier 350 Westminster Avenue, Venice, CA 90291 310-399-4944 isabelle@idarchitect.com Beach Street Partners LLC 1000 Woodbury Road, Suite 102, Woodbury, NY 11797 310-968-6934 megan@valenciahome.com Isabelle Duvivier 350 Westminster Avenue, Venice, CA 90291 310-399-4944 isabelle@idarchitect.com 227062 Lot 19 and Por. of Lot 20 Block M Vawter's Ocean View Tract, M.R. 9-1-2 4287-010-020 OP2: Ocean Park Low Density ResidentialHousing Element 5.D.b Packet Pg. 91 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure: Is rehabilitation or maintenance needed? (Select one) _____ Rehabilitation _____Maintenance Is the property designated as part of an historic district? Yes ____ No ____ If so, what district? ______________________________ Is the property listed on the National Register of Historic Places? Yes ____ No ____ If so, date of designation: _________________ APPLICATION MATERIALS The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application: An Architectural Report and a Restoration/Rehabilitation plan are required for the designated historic property. If the building is already restored and in good condition, a maintenance list must be submitted to support the need for tax relief. Please submit one (1) unbound, single-sided copy of each of the following items: 1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect. 2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect. Please note that a Mills Act Contract only regulates exterior restoration/rehabilitation and general maintenance of your property. If you are also planning interior work, please include a description of this work in a separate section (please see attached sample plan). 3. A ten (10) year Maintenance Plan with estimate cost and schedule. Please describe all periodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This information must be submitted as a section of the Restoration/Rehabilitation Plan. 4. Photographs (35 mm or digital) of all building elevations and character defining features. 5. Information required for the Financial Analysis (fill in the two highlighted boxes on the attached form). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the information provided. Please note that this forthcoming analysis is only an estimate. The Los Angeles County Office of the Assessor will make a revised tax assessment that will be applicable for the next tax year. Thirteen Unit Residential Rental Property Recently fully rehabilitated bungalow court property including all new exterior doors/windows, new stucco, new roofing, new hardscape and softscape as well as all new interior finishes. The new construction referenced old photos and worked closely with the Landmark Commission to help determine the period appropriate exterior finishes such as stucco, roof tile and the paint of the doors and windows. 5.D.b Packet Pg. 92 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed). 7. Copy of the latest property tax bill for the property. 8. OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette. I (we) hereby certify that the information contained in this application and attached hereto is correct to the best of my knowledge and that this application is made with the knowledge and consent of the property owner. APPLICANT'S SIGNATURE: ___________________________ DATE: __________ APPLICANT'S SIGNATURE: ___________________________ DATE: __________ I (we) hereby declare under the penalty of perjury that I (we) am (are) the owners of the property involved in this request, or if the owner is a corporation or other entity that I (we) are duly authorized to execute this affidavit on behalf of said corporations or entity. I further declare that the foregoing statements and the information submitted herewith are true and correct. I certify that this application is being made with my consent. ____________________________________ ________________________ PROPERTY OWNER’S SIGNATURE DATE ____________________________________ ________________________ PROPERTY OWNER'S SIGNATURE DATE 2022-0421 2022-0421 5.D.b Packet Pg. 93 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act        Photo by Lauren Moore 5.D.b Packet Pg. 94 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20221 Introduction ................................................... Significance of Property ............................................ Architectural Description ............................................ Style of Building................................................. Windows ..................................................... Exterior Doors and Hardware ......................................... Hardscape - Concrete Pathways, Steps, and Retaining Walls ....................... Exterior Landscaping .............................................. Roof Vents and Sub-floor Vents......................................... Exterior Stucco ................................................. Wood Details .................................................. Roofing and Roof Tiles ............................................. Gutters and Downspouts ............................................ Electrical and Outdoor Lighting ........................................ Plumbing .................................................... Mechanical ................................................... Maintenance Plan ............................................... Table Of Content 2 2 3 4 5 8 10 13 15 17 18 20 22 24 26 27 28 5.D.b Packet Pg. 95 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20222 The rehabilitation of this 13 unit property, a historic landmark building located at 227 Beach Street in the City of Santa Monica, is consistent with the Secretary of the Interior’s Standards for Rehabilitation. “Rehabilitation” is defined as “the process of returning a property to a state of utility, through repair or alteration, which makes possible an efficient contemporary use while preserving those portions and features of the property which are significant to its historic, architectural, and cultural values.” Introduction 227 Beach Street is a bungalow court, a housing type that was prolific in Santa Monica in the early 20th Century, but has declined in number in recent decades. The courts generally consisted of small units, (+/- 485 square-feet) freestanding or partially attached, that were intended for seasonal occupation or as working class housing. As a typological mid-point between an apartment building and a single-family residence, they allowed for a higher density of units while providing light, air, and greenery, as well as a built-in community of neighbors. For these reasons, complexes of this type -- particularly those that maintain their historical integrity -- are of great value in the urban environment of Santa Monica both as housing resources and as historical resources. Significance Of The Property - Photo by Lauren Moore 5.D.b Packet Pg. 96 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20223 The property is located on the west half of a block bounded by Ocean Park Ave. on the north, Beach St. on the south, Fourth St. on the east, and Second St. on the west. The property has frontage on Second St. and Beach St. The widening of Ocean Park caused the demolition of a neighboring building formerly located on Ocean Park Ave. The property slopes downward toward Second St. The property consists of three separate buildings running parallel to Beach St., and a small fourth building located at the rear of the landscaped courtyard. The three parallel buildings are noted as Ocean Park Building, Courtyard Building, and Beach St. Building on the plans. Each of these has a linear arrangement of four similar attached units. A landscaped courtyard, 19’ x 88’, lies between the Ocean Park and Courtyard Buildings, both of which have their front doors oriented toward the courtyard. The Beach Street Building, separated by a secondary utility court, has its front doors oriented toward Beach St. The utility court is accessed through rear kitchen doors; the same pattern is repeated on the rear of the Ocean Ave. building. The fourth building contains a single unit, and is identified as the Solo Building on the plans. Architectural Description 5.D.b Packet Pg. 97 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20224 The style of the buildings is a vernacular mode of Mediterranean Revival that predates the more fully formed Spanish Colonial Revival style, but shares some of its materials and characteristics. The buildings have flat roofs with parapets, capped in clay tile that step up in the center and at the ends of each unit. With the downward grade toward Second St., each unit is slightly offset in elevation from the next, with the line of the parapet reflecting the downward step of each unit. A tile-clad linear hood lines the base of each parapet. Additional clay tiled hoods with simple wood stick-work framing provide shelter for each front door. The exterior walls are finished with a lightly sand-textured stucco. Style Of The Building 5.D.b Packet Pg. 98 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20225 Windows Original single-glazed double hung windows were soiled, cracked, and misaligned. Some original windows had bars over them . The original windows are wood, single-glazed, double-hung sash with horns on the upper sash. They are paired with a central mullion; some locations have single windows or groupings of three. The other windows are single-light awning sash. The windows have wood frames and sills, and flat casing trim with perimeter moldings. The double-hung sash were actuated by sash ropes and pulleys with cement blocks used as counterweights. Other hardware includes simple sash locks and finger lift pulls at the interior. Awning windows open to the interior, with hinges at the top of the sash. All the original windows were split and loose at their joints and were replaced. The wood surfaces were soiled and weathered, with peeling paint and paint loss throughout. Several sash were misaligned or racked within their frames. Some components were warped. Sash ropes had been cut in several locations, and some sash were difficult to operate. Window glazing putty was heavily deteriorated throughout. Moderate to heavy decay was observed when casing trim was removed. The replacement windows match the originals in material, dimensions, profile, and other qualities. The replacement windows are dual glazed and meet Title 24 energy requirements. Hardware was either reused or replaced with similar. Recommended Treatment: The wood windows and sills will need to be maintained and repaired annually with a regular cycle of prep and paint touch ups. 5.D.b Packet Pg. 99 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20226 Flat casing trim with perimeter moldings. Original awning window. Original single-glazed had air-cracks, were warped, and many did not open. New replacement windows built to match the original win-dows. Window groups remain as the original configuration. New awning window is double-pane and matches original. 5.D.b Packet Pg. 100 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20227 Horns on upper sash were replicated to match existing. Details match original. Flat casing trim with perimeter molding was built to match original. Wood sill matches original. Original simple sash locks were replaced to match. Horns on upper sash were replicated to match existing. 5.D.b Packet Pg. 101 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20228 The original doors consist of solid panel wood doors in wood frames, with three staggered lights. The lights are small vertical rectangles with clear glass. The doors have similar trim as the windows with flat casing trim and perimeter molding. The original doors and frames were typically split and decayed at their base. Many had deep gouges, abrasions, or delamination of the veneer face. The original front door hardware included ball tip barrel hinges, a mortise lock, and an entry set comprised of a round brass knob and decorative escutcheon (face plate) featuring a linear pattern. The original wood door sills were heavily worn, with wood decay, losses and rounded edges noted. Most hardware had been painted over what was a brass or bronze finish. Each unit front door has been replaced to match the original including the clear beveled glass and the sills. The original hardware has been restored and reinserted in the new wood doors where possible, or replicated to match if not possible to restore. Recommended Treatment: The wood doors will need regular and ongoing maintenance including repainting. Wood thresholds should be maintained. Hardware will require periodic repair but shall not be painted. Exterior Doors and Hardware Original wood doors and frames were cracked, warped or delaminating. Much of the original hardware was painted over or damaged. 5.D.b Packet Pg. 102 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 20229 New doors with flat casing trim and perimeter moldings built to match original.Decorative face plates and brass knobs restored when pos-sible and replaced to match. Three staggered lights in door are replicated in new doors. 5.D.b Packet Pg. 103 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202210 Hardscape consists of a concrete walk down the center of the landscaped court with entrance walks that branch off at 90 - degree angles with radius corners toward small concrete stoops at front doors. Between the entrance walks were areas of lush landscaping. Along the 2nd St. frontage, there is a low concrete retaining wall with distinctive 90 - degree radius corners and which creates planting areas. Due to the extensive cracking, and potential hazards for pedestrians, all concrete pavement was replaced per the original. The small concrete retaining walls were in danger of collapsing. The texture, scale, and details of original was replicated in new concrete. Recommended Treatment: Concrete work is generally maintenance free but should be monitored to verify tree and plant roots do not crack or damage the sidewalk or retaining walls. Concrete will require steam power washing every 5 years. Regular weekly cleaning will occur during regular landscape maintenance. Inspect drainage/urban runoff annually. Hardscape - Concrete Pathways, Steps, and Retaining Walls Original concrete walkway was damaged. Concrete walk down the center of the court required replacement. 5.D.b Packet Pg. 104 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202211 Planter area retaining walls were at risk of failing. Rear courtyard concrete had to be removed for new utilities. Radius corners along courtyard intersections was a special feature. Planting area retaining walls and adjacent sidewalk were damaged beyond repair. Rounded corners on planters is a special feature. 5.D.b Packet Pg. 105 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202212 Central concrete walk down the middle of the courtyard was replaced. - Photo by Lauren Moore Rounded planter box retaining walls were replaced to match original. - Photo by Lauren Moore The texture and scale of original walkway were replicated in new concrete. Rear courtyard concrete was replaced once utilities were upgraded. 90 degree radius corners were replicated. New planting in planting areas. 5.D.b Packet Pg. 106 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202213 The original landscaping was California tropical. Over the years it became a mix of random house plants and semi-tropical water-loving exotics. The new Mediterranean landscape still has a lush feeling however it is more drought-resistant. Treatment: Maintain planting away from building and irrigation pointed away from stucco walls and exposed concrete stem wall. Maintain drainage. The trees need to be monitored and trimmed regularly to avoid damage to residence and concrete pathways. Tree roots extend far and need to be monitored. Recommended Treatment: Once established, landscaping will only require monthly maintenance since the vegetation is drought-tolerant and there is a drip irrigation system for the establishment period. Every year the trees will need moderate structural pruning to both the branches and the roots to make sure they do not touch the building or grow under the concrete path. Exterior Landscaping Original landscaping was California tropical with mix of houseplants. Original landscaping was designed to give units privacy. 5.D.b Packet Pg. 107 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202214 New landscape in the front planting areas is a mix of lavender and other hardy Mediterranean plants. - Photo by Lauren Moore The new Mediterranean landscaping still has a lush feeling but is drought-resistant. - Photo by Lauren Moore. New landscape design gives unit bedrooms privacy. - Photo by Lauren Moore Small trees are planted in front of bedrooms for privacy. - Photo by Lauren Moore. Over the years original landscaping was a mix of plant material. 5.D.b Packet Pg. 108 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202215 Roof Vents and Sub-floor Vents Original sub-floor vents had rotten wood frames and rusty metal mesh. Original roof vents are bent and uneven. Original sub-floor access vent covers no longer fit under the openings due to building settling or wood damaged. There are two original sub-floor vents, one bigger than the other. Both were badly damaged and unsightly, made of deteriorating wood, rusty wire mesh, and a variety of other hodge podge materials. They appeared to have been improvised or “upgraded” to minimize rodent and other critter infestation. The roof vents seemed to function as needed but were slightly bent out of shape. All vent types were replaced. The sub-floor vents were replaced with a more historically appropriate vent, whereas the roof vents were rebuilt as original. Recommended Treatment: Trim vegetation away from vents as needed, Verify ease of removal as building settles. 5.D.b Packet Pg. 109 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202216 New roof vents built to match original. New sub-floor vents will weather the elements better. New sub-floor vents will weather the elements better. New sub-floor access vents will with-stand time and use. 5.D.b Packet Pg. 110 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202217 The exterior stucco color was changed from pink to white, and the windows from dark pink to dark brown, to create a more appropriate color scheme for the building and to remain consistent and adhere to a more period-appropriate color scheme. The original underlying color seen in areas where later layers of paint are flaking off appears to be white. The stucco texture was replicated to be a 60/40 light sand finish. Recommended Treatment: Wash annually to remove dust and dirt. Exterior Stucco Latest color scheme is inconsistent and unsuitable. Layers of paint flaking off show the original stucco color was white. The stucco texture was replicated.White stucco and dark brown windows create a more appropriate color scheme for the building. 5.D.b Packet Pg. 111 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202218 Wood components, such as entry porch framing, window eyebrows, and other architectural woodwork and trim, had many splits and wood decay. Wood components were patched and repaired when possible and replaced when found to be beyond repair. Recommended Treatment: Wood details including exposed roof joist and projecting beams need to be maintained and painted on a regular cycle. The exposed ends and projecting beams are particularly vulnerable to deterioration from moisture. Wood Details The original wood entry porch overhang was badly damaged. The exposed wood member tips, and rafter tails were particularly decaying. The original wood rafter tails were badly rotten. 5.D.b Packet Pg. 112 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202219 New eyebrow framing repaired or replaced to maintain structural integrity. New wood details repaired or replaced as needed. New wood details will need regular maintenance to prevent decay especially at the tips and tails. The original wood framing elements were decaying. 5.D.b Packet Pg. 113 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202220 Complete roof restoration. All the terra-cotta roof tiles were removed so that the roof could be properly water-proofed. New sheathing and underlayment were installed. New Mansville Cool Roof torch down material was installed. The roof of each unit was re-sheathed with plywood, properly flashed, and sloped to each individual scupper. 85% of the original Spanish ceramic roofing tiles were in excellent condition and reused. The 15% new roof tiles were placed in hard to see locations to maintain the historic quality of the units. Recommended Treatment: The torch down will need to be replaced every 20 years per the manufacturer’s specification. It should be inspected annually to look for trouble spots and periodically patched. Removal of leaves, branches and any debris needs to occur annually. The roof tiles are relatively maintenance-free. When the roof is inspected, any cracked tiles will need to be replaced. Roofing and Roof Tiles Terracotta roof tiles brought beauty and character to the roofscape. With downward slope to overhangs the street clay tiled step down at the end of each unit. 85% terra-cotta roof tiles were in excellent condition. Clay tiles are characteristics of this Mediterranean structure. Most of the existing were reused. 5.D.b Packet Pg. 114 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202221 Roof was completely restored. Existing roof tiles were removed and reinstalled over new sheathing and underlayment. 15% new roof tiles were placed in hard to see locations to maintain the historic quality of the units.Clay tile hoods were reinstalled over simple stick-work framing once repaired. 5.D.b Packet Pg. 115 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202222 New gutters and downspouts were installed at each unit. The roof water conveyance system - roof to gutter to downspout - is important as the roofs are flat and if not properly functioning during significant rain events, unit flooding could occur. Recommended Treatment: Gutters and downspouts should be inspected annually to maintain connections at grade and repair any leaks at joints. Gutters need to be regularly cleaned out. Gutters And Downspouts Original gutters and downspouts were patched and re-paired many times because of leaks and blockages. Original gutters and downspouts drained to the back of the units. Original gutters and downspouts drained water from flat roofs. 5.D.b Packet Pg. 116 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202223 New gutters and downspouts were installed at the back of each unit. New gutters and downspouts were installed at the back of each unit. Roof water conveyance system was replaced to be more functional as well as more aesthetically pleasing. New scuppers and downspouts were necessary for functionality. Gutters were replaced to be functional as well as attractive. 5.D.b Packet Pg. 117 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202224 Complete Electrical System Upgrade: All units were rewired to current code. Sub panels were installed in each unit. All 120v meter sockets were replaced with 240v meter sockets. New pull boxes were installed per plan for Edison. New switches, dimmers, and receptacles were installed throughout all units. All subterranean conduit was replaced. New manhole covers were installed per Edison. Recommended Treatment: Light fixtures require regular cleaning to remove dirt, dust and cobwebs. Porch lights need to be refurbished or replaced as needed; estimated replacement 5-10 years. Electrical And Outdoor Lightning Electrical lines were disorganized. Original entry light was not energy efficient or attractive. Original light fixtures were old, broken and inefficient. 5.D.b Packet Pg. 118 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202225 Entry light was replaced to be energy efficient, to be subtle, to only light the area needed, and met the current code. Exterior safety lighting at side yard are now integrated in the landscape. New pull boxes were installed per plan for Edison. 5.D.b Packet Pg. 119 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202226 Completely upgraded to ABS plumbing lines in each unit. Completely upgraded to ABS plumbing lines in each unit. Installed tankless water heaters in all units. Installed independent fire sprinkler system. The entire plumbing system was upgraded. In order to avoid visual clutter, a high efficiency on-demand hot water system was installed in each unit. The entire water system was upgraded to all new copper lines. The ABS plumbing lines were completely upgraded in each unit. All new kitchen and bathroom faucets and hardware were installed. New wall hung toilets and shower valves were installed in each unit. Independent fire sprinkler system was also installed. Recommended Treatment: Plumbing fixtures require regular cleaning and maintenance. Plumbing 5.D.b Packet Pg. 120 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC Duvivier Architects May 2, 202227 The mechanical system serves to help maintain climate for long term preservation of features. New ultra-efficient Fujitsu mini-split duct heat pumps were installed in each unit. HVAC system was completely upgraded. The new system has been provided with appropriate humidity and temperature controls for long term preservation of the residence. All units upgraded to Nest smart thermostats. Decorative registers and all new duct systems were installed in all units. Recommended Treatment: Building climate and moisture protection needs to be maintained inside by keeping Nest thermostat on smart mode. Mechanical Some units had a window AC unit. Units did not have a ducted heating and cooling system. Installed Fujitsu mini-split duct heat pumps in each unit.New ultra-efficient mini-splits were installed in each unit. - Photo by Lauren Moore 5.D.b Packet Pg. 121 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):__________________________________ REVENUES Current 1) Monthly Rental Income 3% 2) Annual Rental Income ANNUAL EXPENSES Gen. Expenses: 25% SFD, Others 30% Vacancy loss 3% $0 8) Total Expenses $0 (Sum Lines 8-9) NET OPERTING INCOME $0 (Line 2 Minus 8) CAPITALIZATION RATE 9) Interest Component 5.5% 10) Historic Property Risk 4% (2%, or 4% for SFD) 11) Property Tax Component 1% 12) Amortization Component 0.5% 13) Capitalization Rate 11% (Sum Line 9 - 12) TAXES 14) Mills Act Assessment $0 (NOI/ Line 13) 15) Tax Under Mills Act $0 (Line 14 X .01035146) 16) Current Tax 17) Tax Savings (Line 16 - Line 15) $0 18) Annual Costs to City (Line 17 X 16%) $0 227 Beach Street, Santa Monica, CA 90405 $66,334.51 $1,278 $15,336 $66,781.68 5.D.b Packet Pg. 122 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street Santa Monica, CA 90405 2016 5.D.b Packet Pg. 123 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street Santa Monica, CA 90405 2022 5.D.b Packet Pg. 124 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 5.D.b Packet Pg. 125 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 5.D.b Packet Pg. 126 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 5.D.b Packet Pg. 127 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Feature Location Condition Recommended Treatment Maintenance Schedule Estimated Budget Per Year Estimated Budget for 10 years Windows and Hardware All units, all four buildings New Regular cycle of prep and paint touch ups. Maintain/repair operable mechanisms. annually $ 3,900.00 $ 39,000.00 Exterior Doors and Hardware All units, all four buildings Doors and hardware new; front door knob and face plate are orginal Regular cycle of prep and paint. annually $ 2,600.00 $ 26,000.00 Hardscape-Concrete Pathways, Steps, and Retaining Walls Everywhere New Regular weekly clean with landscaping as needed. Inspect drainage/urban runoff.annually $ 750.00 $ 750.00 Exterior Landscaping Frontyard, courtyard and in betweeen each building New Review tree and trim as needed. Check for irrigation near residence andfence. Check and clear drains weekly $ 6,500.00 $ 19,700.00 Attic and Crawl Space Vents All units, all four buildings New Trim vegetation away as needed, Verify ease of removal as building settles.annually $ 500.00 $ 5,000.00 Exterior Stucco All units, all four buildings New Wash to remove dust and dirt.annually $ 1,000.00 $ 10,000.00 Wood Details All units, all four buildings Like new Regular cycle of prep and paint. annually $ 2,000.00 $ 24,000.00 Roofing and Roof Tiles All units, all four buildings Roof is new. Roof tiles are original and cleaned up. Check roof annually; remove leaves, branches and any debri. annually $ 1,000.00 $ 12,000.00 Gutters and Downspouts Rear of all units, all four building New Maintain connections, repair leaks at joints. Check for connections at grade. Clean out gutters annually $ 1,000.00 $ 12,000.00 Electrical and Outdoor Lighting All units, all four buildings New Maintain fixtures by regular cleaning and remove of dirt, dust and cobwebs. Refurbish or replace porch light as needed; estimated replacement 5-10 years annually $ 200.00 $ 2,400.00 Plumbing All units, all four buildings, fire alarm on each building New Maintain plumbing fixtures; regular clean and maintenance annually $ 2,600.00 $ 31,200.00 Fire Sprinklers All units, all four buildings New Fire Monitoring System and maintenance plan for Fire Safe annually $ 1,500.00 $ 15,000.00 Mechanical Each unit, all four buildings New Maintain for building climate, moisture protection inside; keep nest thermostat on smart mode.annually $ 2,600.00 $ 31,200.00 MILLS ACT MAINTENANCE PLAN 227 Beach Street, Santa Monica 5.D.b Packet Pg. 128 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act CITY OF SANTA MONICA PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT PLANNING DIVISION (310) 458-8341 MILLS ACT CONTRACT APPLICATION INSTRUCTIONS WHAT IS THE MILLS ACT? The Mills Act is a California State law that enables cities to enter into contracts with property owners of qualified historic structures. Mills Act contracts can provide tax benefits for both owner-occupied and income producing properties. In the case of owner-occupied property, the income projection is based on comparable rents for similar property in the area or, if insufficient rental information is available, the income that it could reasonably be expected to produce. For income producing property, the income amount is based on rent actually received and on typical rents received for similar property in similar use. The owner of any building that is either a designated local landmark or a contributing building in a designated historic district may file a Mills Act Contract Application. Once approved, a Mills Act contract requires the County Tax Assessor's office to determine the value of the historic property based upon its current income, rather than future development potential. In exchange for this reduction in property taxes, the contract requires the property owner to undertake specific restoration tasks, if necessary, and to properly maintain the historic structure. The proposed restoration and maintenance items are included in a work plan that is submitted by the applicant and, if approved, becomes attached to the contract as an exhibit. More details about the State enacting law are available at www.ohp.parks.ca.gov. CONTRACT TERM Mills Act contracts are for a ten-year term and are renewed automatically each year on the contract's anniversary. As a result, unless either the property owner or the City submits a notice of non-renewal, the owner is always ten years away from the contract termination. The effect of a non-renewal notice is contract termination at the end of the then current ten-year term. The owner may also petition the City to initiate an immediate cancellation. If cancelled, a penalty equal to 12 1/2 percent of the property's assessed market value is imposed. The City may also cancel the contract in the case of breach of the contract conditions. The rights and obligations to the contract are also binding upon successive property owners during the contract term. Although new contracts can take place at any time, new valuations will not be effective until March of any given year. 5.D.c Packet Pg. 129 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills APPLICATION PROCESS The deadline for filing an application for a Mills Act Contract is May 31st annually. Applications must be filed by appointment at the City Planning Division’s public information counter. Appointments are available weekly on Tuesdays and Thursdays. Please contact the City Planning Division at (310) 458-8341 at least one week in advance to schedule an appointment to file your application. Staff will review your Mills Act Contract application upon receipt and will contact you and/or your representative to schedule a site visit. Following a site visit, staff will prepare a report to present to the Landmarks Commission for their recommendation (tentatively scheduled for the August or September Landmarks Commission meeting). It is important for you and/or your representative (architect) to be present at this meeting to answer any questions the Commission may have regarding the property. After the Landmarks Commission has made a recommendation on the Contract application, staff will then take it to the City Council for their review and approval. Once City Council approves the Contract, notarized signatures of both the property owner and City officials must be obtained no later than early- December. The City will endeavor to submit the signed document to the Los Angeles County Recorder for recordation no later than December 28 for benefits to begin the following tax year. Upon receipt of the fully executed and recorded document, the City will then forward it to the Los Angeles County Tax Assessor, who will recalculate the property owner's tax payment (usually mid April). Staff will provide you a copy of the fully executed Contract after it has been sent to the County Tax Assessor. CHECKLIST Please review the attached application form for more information about submittal requirements. If you have any other questions, please contact Steve Mizokami, Senior Planner, Landmarks Commission Liaison, at (310) 458-8341 or by email at steve.mizokami@smgov.net. Before submitting your application, please check that you have included the following items: Completed application form. Restoration/Rehabilitation and/or Maintenance Plan. An Architectural Report identifying the status of all character-defining features of the building prepared by a certified architect. Financial Analysis form with information required (two highlighted boxes only). Photographs of all building elevations and character-defining features of the structure(s). Copy of the Grant Deed for the property. Copy of latest property tax bill. 5.D.c Packet Pg. 130 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills City of Santa Monica Planning and Community Development Department City Planning Division (310) 458-8341 MILLS ACT CONTRACT APPLICATION Application Number (s)_____________________________ Date Filed: Fee: Receipt # Received by: PROJECT ADDRESS ___________________________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ CONTACT PERSON OTHER THAN APPLICANT (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ PROPERTY OWNER (if other than applicant): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ 310.665.9665 e.mahl@festivalcos.com michelle.schurgin@festivalcos.com13274 Fiji Way 2nd Floor, Marina del Rey, CA 90292 Bayside Conservation Keller Block I, LLC and Keller Block II, LLC 099452 david@kckarchitects.com310-452-1494310-452-7505 2526 18th Street, Santa Monica 90405 David Kaplan david@kckarchitects.com310-452-1494310-452-7505 2526 18th Street, Santa Monica 90405 David Kaplan 4291-016-012 227 Broadway 5.D.c Packet Pg. 131 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure: Is rehabilitation or maintenance needed? (Select one) _____ Rehabilitation _____Maintenance Is the property designated as part of an historic district? Yes ____ No ____ If so, what district? ______________________________ Is the property listed on the National Register of Historic Places? Yes ____ No ____ If so, date of designation: _________________ APPLICATION MATERIALS The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application: An Architectural Report and a Restoration/Rehabilitation plan are required for the designated historic property. If the building is already restored and in good condition, a maintenance list must be submitted to support the need for tax relief. Please submit one (1) unbound, single-sided copy of each of the following items: 1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect. 2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect. Please note that a Mills Act Contract only regulates exterior restoration/rehabilitation and general maintenance of your property. If you are also planning interior work, please include a description of this work in a separate section (please see attached sample plan). 3. A ten (10) year Maintenance Plan with estimate cost and schedule. Please describe all periodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This information must be submitted as a section of the Restoration/Rehabilitation Plan. 4. Photographs (35 mm or digital) of all building elevations and character defining features. 5. Information required for the Financial Analysis (fill in the two highlighted boxes on the attached form). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the information provided. Please note that this forthcoming analysis is only an estimate. The Los Angeles County Office of the Assessor will make a revised tax assessment that will be applicable for the next tax year. However, the asset is a Landmark Property. Fair condition with exterior elements in need of minor repair and maintenance 2008 Commercial/Office x x x 5.D.c Packet Pg. 132 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed). 7. Copy of the latest property tax bill for the property. 8. OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette. I (we) hereby certify that the information contained in this application and attached hereto is correct to the best of my knowledge and that this application is made with the knowledge and consent of the property owner. APPLICANT'S SIGNATURE: ___________________________ DATE: __________ APPLICANT'S SIGNATURE: ___________________________ DATE: __________ I (we) hereby declare under the penalty of perjury that I (we) am (are) the owners of the property involved in this request, or if the owner is a corporation or other entity that I (we) are duly authorized to execute this affidavit on behalf of said corporations or entity. I further declare that the foregoing statements and the information submitted herewith are true and correct. I certify that this application is being made with my consent. ____________________________________ ________________________ PROPERTY OWNER’S SIGNATURE DATE ____________________________________ ________________________ PROPERTY OWNER'S SIGNATURE DATE 5.D.c Packet Pg. 133 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Maintenance Plan 5.D.c Packet Pg. 134 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway Santa Monica, California Historic Structure Condition Assessment and Maintenance Plan 2022 Submitted by: Kaplan Chen Kaplan 2526 Eighteenth Street Santa Monica, CA 90405 5.D.c Packet Pg. 135 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 1 2022 CONDITION ASSESSMENT REPORT Overview The site at 227 Broadway contains the masonry building also know by name the Keller Block. The property is a designated City of Santa Monica landmark. The site and building at 227 Broadway are in fair condition and need significant maintenance. Current planning includes ongoing maintenance of character defining features of the historic resource. Project Site Kaplan Chen Kaplan conducted an historic resources condition assessment of 227 Broadway also known as The Keller Block. The parcel was designated a City of Santa Monica historic landmark in 2008. The Los Angeles County Assessor identifies 277 Broadway with construction dates of 1898 and 1976. Based on Sanborn Insurance Maps and a contemporary article in the newspaper The Outlook, the building was constructed in 1892 and opened in 1893. Aerial photo with site of 227 Broadway. The pedestrian oriented 3rd Street Promenade is on the east and an alley on the west. 5.D.c Packet Pg. 136 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 2 2022 Neighborhood and General Building Description The three story masonry building designed by architect John H. Carroll is sited on the northwest corner of the Third Street Promenade and Broadway. Storefronts line the ground floor facing 3rd Street and Broadway. An entry to the upper floor office spaces is through an archway and small lobby located approximately mid-point along Broadway elevation. The alley on the west provides service access and the elevation on north side is a party wall with the adjacent building. The northwest corner of the building along the alley was infilled during a 1989 rehabilitation project to complete the full rectangle on the site. The corner site is echoed in the turret like cantilevered projection at the southeast corner of the building. The base of the building along Broadway has small planting areas defined in front of the storefronts, otherwise the commercial building fills the site to the property’s boundary lines. Aerial photo of 227 Broadway, looking northwest Character Defining Features According to the “1456-1460 3rd Street/227 Broadway Santa Monica, California City Landmark Assessment and Evaluation Report” by PCR Services Corporation, October 2008, “The Keller Block is a regional interpretation of the 5.D.c Packet Pg. 137 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 3 2022 “Richardsonian” Romanesque Revival style that became popular during the 1890s in the United States. The Keller Block displays many character-defining features of the Romanesque Revival style such as the rounded tower, asymmetrical facades, ashlar brownstone sills and lintels, arched openings, deeply recessed entrance, and masonry materials (brick and brownstone)”. The Statement of Official Action (STOA) issued by the Landmarks Commission following landmark designation in 2008 notes: “The subject property retains the majority of its primary character defining features on the exterior including the brickwork; arched openings; rectangular openings with contrasting stone lintels and sills; and cast-iron storefronts by the Llewellyn Ironworks of Los Angeles . The interior of the building has been extensively renovated and the fenestration has been replaced throughout; however, the cast-iron storefronts have been retained and the in-kind window replacements are compatible in design with the overall architectural character of the building.” Treatment Guidelines The following report includes a condition assessment of key exterior elements and character defining features as well as strategies for ongoing maintenance. All work is to conform to the Secretary of the Interiors Standards for Treatment of Historic Properties, in particular the Secretary of the Interiors Standards for Rehabilitation. Preservation Briefs published by the National Park Service cover a range of treatments for wood, masonry, cast stone and other typical elements of historic buildings. These Briefs provide overall approaches and best practices to be adapted for specific situations and conditions. Projects at this property are also eligible for application of the California Historic Building Code. 5.D.c Packet Pg. 138 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 4 2022 Character Defining Features Site Work Treatment: The paving can be patched but best to replace full exposed area. Concrete to have finished appearance. Stone work to be maintained. Landscape Treatment: If the deeper storefront recess is used for planting, irrigation should be considered. Foundations / Structural Treatment: Structural engineer to review seismic strengthening Masonry Brick Facade Treatment: Missing and loose grout should be re-pointed. Larger separations should be investigated for potential structural issues. Damaged bricks can be patched or as need provided new exterior faces. The masonry can be cleaned with low pressure treatments. Building Base at sidewalk Treatment: The base should be refinished regularly. The straps and bolts should be reviewed for safe attachment or removal. 5.D.c Packet Pg. 139 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 5 2022 Cast Iron Storefront Frames Treatment: A thorough finish coat should be maintained to protect the iron work Storefronts and Entry Doors Treatment: Storefront finishes should be maintained and re-finished as needed. New storefronts to be consistent and compatible with building. Stone Lintels and Headers Treatment: The stone should be cleaned and maintained regularly. No sealer should be applied without careful consideration of conservation techniques. Decorative Masonry Parapet Treatment: The brickwork should be reviewed for loose masonry and where grout is loose or missing. The top bricks on the pilaster caps should be secured. The added decorative elements should be reviewed for maintenance and possible improvements. Windows Treatment: Windows should be reviewed for operation and replacement of missing hardware. The wood surrounds may need to be treated to avoid further deterioration 5.D.c Packet Pg. 140 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 6 2022 Roof Treatment: The roof should be inspected on a regular cycle and repaired where necessary. New roofing may be necessary during next 10 years. The skylight should be reviewed for water tight finish and resealed as needed. Downspouts and Drains Treatment: Drainage should be reviewed and cleared of any debris. Hardware Treatment: Door hardware can be refurbished. While not original, the door hardware should be generally simple and consistent. Exterior Lights Treatment: The new lights should be maintained. Modifications would be to better conceal conduits. Additional lights at storefronts and upper façade may be appropriate. Entry Lobby Treatment: The lobby should be maintained or if modified should be compatible with the building. Electrical Treatment: Electrical service should be reviewed including energy consumption. New equipment should be installed as needed. 5.D.c Packet Pg. 141 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 7 2022 Plumbing Treatment: Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building. Mechanical Treatment: Mechanical system requires ongoing maintenance. An overall review of the mechanical systems may be helpful as well as a review for gas shut off for safety. Metalwork at duct and vent on east façade to be repaired 5.D.c Packet Pg. 142 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills . MILLS ACT MAINTENANCE PLAN227 Broadway, Santa MonicaItem Feature Location Condition Recommended Treatment Maintenance Estimated Total Rehabiliation per Secr of Ints Stds. Schedule Budget 10 yearsN.A.EXTERIOR1 Sitework South & east facades Fair Repair damaged paving around perimeter 5 years 5,000 10,000 Review outdoor fencing and attachmentswith new tenants2 Landscape South & east facades Poor/NA Review possible use of landscape at annual 1,200 12,000 storefront wells along south, currentlyrock filled. Irrigation may be needed3 Foundations/Structural Throughout Fair Commission structural review for seismic 10 years ,000 ,000safety, review parapet structure.4 Masonry brick façade West, south & east facades Fair Repoint on west façade, repair spalling 5 years 15,000 ,000Repair previous test cores and other damage. Clean masonry low pressure5 Base curb at sidewalks South & east facades Poor Review and repair or replace treatment at 5 years 4,000 8,000 concrete base with metal guards6 Cast Iron storefront frames South & east facades Fair Prep and paint regularly to protect 5 years 5,000 10,000 7 Storefronts & entry doors South & east facades Fair Clean and maintain storefronts annual 1,000 10,000 8 Stone lintels & headers South & east facades Good Review and repoint stone lintels as 5 years 5,000 10,000 neededExterior cleaning may be appropriate9 Decorative Masonry Parapet South & east facades Fair to Poor Repair missing & damaged masonry 5 years 10,000 20,000 Review waterproof treatment at top of parapet, review bird deterrents10 Windows West, south & east facades Fair Review window wood surround 5 years ,000 0,000Clean regularly, seal annual2022 Page 1 of 2 227 Broadway, Santa Monica 5.D.c Packet Pg. 143 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills . MILLS ACT MAINTENANCE PLAN227 Broadway, Santa MonicaItem Feature Location Condition Recommended Treatment Maintenance Estimated Total Rehabiliation per Secr of Ints Stds. Schedule Budget 10 yearsN.A.EXTERIOR11 Roof Entire building Fair Repair roof regularly 5 years 30,000 60,000 Review drainage at northwest corner12 Downspouts & drains Alley (west) façade, roof Fair Remove or repair existing downspout 5 years 500 1,000 Review rooftop drainage on west 13 Hardware South & east facades Fair New compatible hardware at entries 5 years 1,000 2,000 14 Exterior lights Alley security Fair Provide new compatible fixxtures and 5 years 5,000 10,000 Building façade lighting layout. Review exposed electrical conduitsto conceal where possibleSYSTEMSN.A.Item System Location Condition Recommended Treatment Maintenance EstimatedSchedule Budget15 Plumbing Throughout Fair Review for leaks that may damage building annual 0,000Repair all plumbing issues quickly16 Electrical Throughout Fair Provide routing for exterior lights to 5 years ,000 0,000minimize exposed conduits. Review existing fixture type for energy17 Mechanical Throughout Fair Maintain heating and cooling for climate 5 years ,000 ,000control and maintenance to minimizepotential damage to buildingADMISNISTRATIVE18 PermitsTOTAL ,0002022 Page 2 of 2 227 Broadway, Santa Monica 5.D.c Packet Pg. 144 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Architectural Report & Photos 5.D.c Packet Pg. 145 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan227 BroadwayFEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHSSitework Site work on the east and south public facades consists primarily of public sidewalk. There are small recesses with planters in front of storefronts on the south, Recessed storefront entries on both the east and south have concrete paving. There is a small, recessed area at the rear entry off the alley with concrete paving leading to an area of brick paving in the alley. The recess on the south at the lobby entry is paved with polished dark stone pavers that matches the interior lobby floor. The City has allowed metal fencing in the public sidewalk area on the est. There is a covered transit stop along the south sidewalk.The concrete is in fair to poor condition with cracks at storefront entries. The stonework is in satisfactory condition.The paving can be patched but best to replace full exposed area. Concrete to have finished appearance.5.D.c Packet Pg. 146 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 147 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 148 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanLandscape The only landscape features on the property are potentially the planters within storefront bay recesses although very few are wide enough for planting and there does not appear to be irrigation. There are street trees along Broadway on the south.There is no landscape currently other than street trees along the south public sidewalk.If the deeper storefront recess is used for planting, irrigation should be considered.5.D.c Packet Pg. 149 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanFoundations/StructuralThe footings are not evident but the building has a concrete floor. Seismic improvements were added over 20 years agoThe seismictreatment wassufficient underprevious codeupgrades butcan be studiedto determine ifadditional workisrecommended.There areareas ofmissing groutand slightseparation ofbricks alongthe west.Structuralengineer toreview seismicstrengthening5.D.c Packet Pg. 150 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanMasonry Brick FacadeThe building is primarily brick masonry on the exterior with cast stone lintels and window sills on the public facades. The upper floor has arched brick openings and decorative treatment at the upper register and parapet. The building is primarily brick masonry on the exterior with stone lintels and window sills on the public facades. The grout appears to have a fresh pointing coat.Missing and loose grout should be re-pointed. Larger separations should be investigated for potential structural issues. Damaged bricks can be patched or as need provided new exterior faces. The masonry can be cleaned with low pressure treatments.5.D.c Packet Pg. 151 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 152 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 153 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanBuilding base at sidewalkThe building base runs along the bottom of the building at grade on the south and east public facades. A metal strap and line of bolts was added to the top of the base to discourage use.The building base is in poor to fair condition with areas of missing paint finish and rust beginning to appear.The base should be refinished regularly. The straps and bolts should be reviewed for safe attachment or removal.5.D.c Packet Pg. 154 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 155 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanCast Iron storefront framesA key feature is the assembly of cast iron columns and beams that frame the storefronts at the ground floor.The cast iron elements appear in relatively good condition although finish is in fair condition.A thorough finish coat should be maintained to protect the iron work. 5.D.c Packet Pg. 156 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 157 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanStorefronts and Entry DoorsThe current storefronts are large plate glass and set back from the cast iron surrounds. The storefronts are aluminum framed, primarily a dark color including the entrance doors to the lobby along the south façade. The storefronts are tall and have a horizontal divider toward the top where there may have been transom windows. Signage covers some of these areas.. The storefronts are in fair condition with some of the elements aging with faded finishesStorefront finishes should be maintained and re-finished as needed. New storefronts to be consistent andcompatible with building.5.D.c Packet Pg. 158 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 159 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanStone Lintels and HeadersOther than the arched brick headers on the upper windows, the windows on the south and east have ashlar brownstone headers and sills.The stone appears in fair to good condition The stone should be cleaned and maintained regularly. No sealer should be applied without careful consideration of conservation techniques.5.D.c Packet Pg. 160 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanDecorative Masonry Parapet and Upper CorniceThe brickwork at the top of the building includes decorative arches and corbelling as well stepped pilaster caps. There are reconstructed decorative elements (from images of original building) constructed of artificial material at the southeast corner and north end of the east façade added in an arrangement to conceal wireless communication equipmentThe brickwork is in fair condition and in some localized areas in poor condition. A few bricks are loose or missing at top of pilasters. The artificial elements are not completely integrated and there are areas of separation from the brick parapet as well as possible color change. The brickwork should bereviewed forloose masonryand where grout is loose or missing.The top brickson the pilastercaps should be secured.The added decorative elementsshould bereviewed formaintenanceand possibleimprovements.Bird deterrentsshould be reviewed5.D.c Packet Pg. 161 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan 5.D.c Packet Pg. 162 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanWindows All the windows on the upper floors were previously replaced with aluminum framed windows. The windows are subdivided at the midpoint horizontally to appear as double hung windows although the lower half is an awning window. Aluminum windows are in fair condition The windows were installed with a small wood surround that is highly deteriorated from both water and termite damage.Windowsshould bereviewed foroperation andreplacementof missing hardware.The wood surroundsmay need to be treated toavoid further deterioration5.D.c Packet Pg. 163 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanRoof The roof is primarily a flat roof with sloping areas for drawings and at the back of the corner turret tower. There are several locations with installation of mechanical and electrical equipment. There is one large skylight.The roof should be inspected for ongoing repairs especially around exhaust, vents and other protrusions through the surface. The roofshould beinspected on aregular cycleand repairedwhere necessary.The skylightshould be reviewed for water tightfinish and resealed as needed.5.D.c Packet Pg. 164 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanDownspouts and DrainsDrainage may be direct from roof through concealed piping. There is an abandoned parapet opening and leader box along the west façade where the original building ended before the infill addition at the northwest corner. The drainage currently continues sloping to a drain at the far northwest corner.Condition of drains is unknown. Small areas of ponding are visible on the roof.reviewed and cleared of any debris. 5.D.c Packet Pg. 165 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanHardware The storefronts and building entry have simple modern hardware.The hardware is in moderate condition.Door hardware can berefurbished.While not original, the door hardware should be generally simple and consistent. 5.D.c Packet Pg. 166 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanExterior LightsThere are exterior lights along the building above the storefronts. A horizontal conduit is partly concealed on a brick cornice ledge. There are also wall mounted exterior lights at the rear service entry.The exterior lights havebeen recentlyupgraded toLED fixtures.Additionallighting at storefrontsmay bedesired.The new lights should be maintained. Modifications would be to better conceal conduits. Additional lights at storefronts and upper façade may be appropriate. 5.D.c Packet Pg. 167 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanEntry Lobby The lobby with interior stair is on the south elevation through an arched entry.The interior space is in fair condition. There is wearing of wood finishes along the base and stair railsThe lobby should be maintained or if modified should be compatible with the building.5.D.c Packet Pg. 168 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanElectrical Electrical service is below grade from Third Street.The electrical service appears to be in adequate condition. There are exposed conduits on the facades.Electrical service should be reviewed including energyconsumption.Newequipment5.D.c Packet Pg. 169 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanPlumbing The plumbing service is from the street. There is noobvious failure.The plumbing serviceewerhas not beeninvestigated.Plumbing5.D.c Packet Pg. 170 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanMechanical/HeatingThe primary heating system appears to be gas. Most of the equipment is located on the roof of the buildingThe mechanical system currently operational but elements may be toward end of service.Duct and vent at alley in poor and damaged condition.Mechanicalsystemrequiresongoingmaintenance.review of themechanicalsystemsgas.Metalwork at duct and vent on east facade to be 5.D.c Packet Pg. 171 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen KaplanPhotographs – Large Format227 Broadway – View from southeast corner of Third Street Promenade and Broadway5.D.c Packet Pg. 172 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan227 Broadway – View looking southwest5.D.c Packet Pg. 173 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan227 Broadway – East elevation on Third Street Promenade 5.D.c Packet Pg. 174 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan227 Broadway – View of Broadway (south) elevation and west elevation along alley.5.D.c Packet Pg. 175 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan227 Broadway – South elevation5.D.c Packet Pg. 176 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and TreatmentMills Act Application Kaplan Chen Kaplan227 Broadway – looking south along Third Street Promenade towards Broadway 5.D.c Packet Pg. 177 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Financial Analysis 5.D.c Packet Pg. 178 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 3RD & BROADWAY 227 Broadway, Santa Monica, CA 90401 As of:4/21/2022 REVENUES Monthly Rental Income 29,083 Annual Rental Income 348,992 ANNUAL EXPENSES Gen. Expenses: 25% SFD, Others 30%104,698 Vacancy loss 3%10,470 Total Expenses 115,167 (Sum Lines: General Expenses + Vacancy Loss) NET OPERTING INCOME 233,825 (Annual Income - Total Expenses) CAPITALIZATION RATE Interest Component 5.5% Historic Property Risk 4.0% (2%, or 4% for SFD) Property Tax Component 1.0% Amortization Component 0.5% Capitalization Rate 11.0% (Sum Interest through Amortization) TAXES Mills Act Assessment 2,125,680 (NOI / Cap Rate) Tax Under Mills Act 22,004 (Assessment X .01035146) Current Tax 146,294 Tax Savings 124,290 (Current Tax - Tax Under Mills Act) Annual Costs to City 19,886 (Tax Savings X 16%) 5.D.c Packet Pg. 179 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Grant Deed 5.D.c Packet Pg. 180 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 181 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 182 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 183 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 184 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 185 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 186 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 187 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 188 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 189 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 190 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 5.D.c Packet Pg. 191 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Property Tax Bill 5.D.c Packet Pg. 192 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills CITY OF SANTA MONICA PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT PLANNING DIVISION (310) 458-8341 MILLS ACT CONTRACT APPLICATION INSTRUCTIONS WHAT IS THE MILLS ACT? The Mills Act is a California State law that enables cities to enter into contracts with property owners of qualified historic structures. Mills Act contracts can provide tax benefits for both owner-occupied and income producing properties. In the case of owner-occupied property, the income projection is based on comparable rents for similar property in the area or, if insufficient rental information is available, the income that it could reasonably be expected to produce. For income producing property, the income amount is based on rent actually received and on typical rents received for similar property in similar use. The owner of any building that is either a designated local landmark or a contributing building in a designated historic district may file a Mills Act Contract Application. Once approved, a Mills Act contract requires the County Tax Assessor's office to determine the value of the historic property based upon its current income, rather than future development potential. In exchange for this reduction in property taxes, the contract requires the property owner to undertake specific restoration tasks, if necessary, and to properly maintain the historic structure. The proposed restoration and maintenance items are included in a work plan that is submitted by the applicant and, if approved, becomes attached to the contract as an exhibit. More details about the State enacting law are available at www.ohp.parks.ca.gov. CONTRACT TERM Mills Act contracts are for a ten-year term and are renewed automatically each year on the contract's anniversary. As a result, unless either the property owner or the City submits a notice of non-renewal, the owner is always ten years away from the contract termination. The effect of a non-renewal notice is contract termination at the end of the then current ten-year term. The owner may also petition the City to initiate an immediate cancellation. If cancelled, a penalty equal to 12 1/2 percent of the property's assessed market value is imposed. The City may also cancel the contract in the case of breach of the contract conditions. The rights and obligations to the contract are also binding upon successive property owners during the contract term. Although new contracts can take place at any time, new valuations will not be effective until March of any given year. 5.D.d Packet Pg. 193 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements APPLICATION PROCESS The deadline for filing an application for a Mills Act Contract is May 31st annually. Applications must be filed by appointment at the City Planning Division’s public information counter. Appointments are available weekly on Tuesdays and Thursdays. Please contact the City Planning Division at (310) 458-8341 at least one week in advance to schedule an appointment to file your application. Staff will review your Mills Act Contract application upon receipt and will contact you and/or your representative to schedule a site visit. Following a site visit, staff will prepare a report to present to the Landmarks Commission for their recommendation (tentatively scheduled for the August or September Landmarks Commission meeting). It is important for you and/or your representative (architect) to be present at this meeting to answer any questions the Commission may have regarding the property. After the Landmarks Commission has made a recommendation on the Contract application, staff will then take it to the City Council for their review and approval. Once City Council approves the Contract, notarized signatures of both the property owner and City officials must be obtained no later than early- December. The City will endeavor to submit the signed document to the Los Angeles County Recorder for recordation no later than December 28 for benefits to begin the following tax year. Upon receipt of the fully executed and recorded document, the City will then forward it to the Los Angeles County Tax Assessor, who will recalculate the property owner's tax payment (usually mid April). Staff will provide you a copy of the fully executed Contract after it has been sent to the County Tax Assessor. CHECKLIST Please review the attached application form for more information about submittal requirements. If you have any other questions, please contact Steve Mizokami, Senior Planner, Landmarks Commission Liaison, at (310) 458-8341 or by email at steve.mizokami@smgov.net. Before submitting your application, please check that you have included the following items:  Completed application form.  Restoration/Rehabilitation and/or Maintenance Plan.  An Architectural Report identifying the status of all character-defining features of the building prepared by a certified architect.  Financial Analysis form with information required (two highlighted boxes only).  Photographs of all building elevations and character-defining features of the structure(s).  Copy of the Grant Deed for the property.  Copy of latest property tax bill. 5.D.d Packet Pg. 194 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements City of Santa Monica Planning and Community Development Department City Planning Division (310) 458-8341 MILLS ACT CONTRACT APPLICATION Application Number (s)_____________________________ Date Filed: Fee: Receipt # Received by: PROJECT ADDRESS __________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ CONTACT PERSON OTHER THAN APPLICANT (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ PROPERTY OWNER (if other than applicant): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ 5.D.d Packet Pg. 195 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure: Is rehabilitation or maintenance needed? (Select one) _____ Rehabilitation _____Maintenance Is the property designated as part of an historic district? Yes ____ No ____ If so, what district? ______________________________ Is the property listed on the National Register of Historic Places? Yes ____ No ____ If so, date of designation: _________________ APPLICATION MATERIALS The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application: An Architectural Report and a Restoration/Rehabilitation plan are required for the designated historic property. If the building is already restored and in good condition, a maintenance list must be submitted to support the need for tax relief. Please submit one (1) unbound, single-sided copy of each of the following items: 1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect. 2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect. Please note that a Mills Act Contract only regulates exterior restoration/rehabilitation and general maintenance of your property. If you are also planning interior work, please include a description of this work in a separate section (please see attached sample plan). 3. A ten (10) year Maintenance Plan with estimate cost and schedule. Please describe all periodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This information must be submitted as a section of the Restoration/Rehabilitation Plan. 4. Photographs (35 mm or digital) of all building elevations and character defining features. 5. Information required for the Financial Analysis (fill in the two highlighted boxes on the attached form). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the information provided. Please note that this forthcoming analysis is only an estimate. The Los Angeles County Office of the Assessor will make a revised tax assessment that will be applicable for the next tax year. 5.D.d Packet Pg. 196 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 01-10-2022 5.D.d Packet Pg. 197 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street Santa Monica, California Historic Structure Condition Assessment and Maintenance Plan December 1, 2021 Submitted by: Kaplan Chen Kaplan 2526 Eighteenth Street Santa Monica, CA 90405 David Kaplan, Preservation Architect 5.D.d Packet Pg. 198 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 1 January 1, 2022 CONDITION ASSESSMENT REPORT Overview The site at 818 Grant Street includes a Spanish Mediterranean Revival courtyard residential complex with two long one-story buildings framing the central court and a two story building across the back of the property with garages at grade entered from an alley. The parcel is just east of the commercial buildings on Lincoln Boulevard and a parallel alley that intersects with the alley on the south. The property is a City of Santa Monica designated historic landmark. The site and buildings at 818 Grant Street are in adequate to fair condition and in need of significant maintenance. Project Site Kaplan Chen Kaplan conducted an historic resources condition assessment of 818 Grant Street, a property in Santa Monica on south side of Grant Street just east of Lincoln Boulevard. This parcel contains a residential complex with 12 units arranged on three sides of a central courtyard and designated a City of Santa Monica Historic Landmark in 2020. Aerial photo with property at 818 Grant Street circled, east of Lincoln Boulevard. 5.D.d Packet Pg. 199 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 2 January 1, 2022 According to the Los Angeles County Assessor, the Spanish Mediterranean Revival style plaster finished residential building at 818 Grant Street was constructed in 1929. Aerial photo of 2524 Fourth Street with residence. Neighborhood and General Building Description The property is located on the south side of Grant Street just west of the commercial block along Lincoln Boulevard. The alley behind the commercial buildings on Lincoln Boulevard runs along the west side of the property and intersects with the end of the alley parallel to Grant Street along the south side of the building. The nearby properties Grant Street are a mix of one and two story multi family buildings of differing styles built over the ensuing decades. The subject parcel is slightly trapezoidal at approximately 130 feet deep with an 88 foot frontage on Grant Street and 72 foot wide rear property line. The site is generally flat. The Los Angeles County Assessor indicates 12 units on the site with a total of 5,570 square feet of interior space. The building has a stucco façade with aluminum replacement windows and original wood frames and trim. The one story wings along the central court splay outwards towards Grant Street coinciding with the shape of the property. Each wing has a small clay tile roofed 5.D.d Packet Pg. 200 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 3 January 1, 2022 tower element at the front that frames the entry to the court. At the south end of the central court is a two story building across the back of the property with second floor units reached by a central stair that splits at the landing and turns to go to either side. The building parapets have clay tile caps and step up and down slightly along the courtyard facades to articulate the individual unit divisions, Each unit entry also has a projecting porch with either a shed or gable configuration with barrel clay tile roofing. The main roofs of the buildings are flat with sheet roofing behind low parapets. The landscape in the front yard and courtyard is primarily lawn. There are a set of flanking palm trees at the front of the courtyard and low planting along the fronts of the two building wings. The west and south facades are along alleys with no landscape and the sideyard on the east is primarily concrete walkways and concrete steps at rear entries. The central walkway from the sidewalk into the courtyard appears original. The walk splits into two walkways within the court to access the units with a central long median of lawn. Each unit entry on the court has a set of concrete steps up to the front doors flanked by a variety of low plantings. Character Defining Features – Condition Assessment and Treatment Primary character-defining features of 818 Grant Street as outlined in the “Landmark Assessment Report” for 818 Grant Street (GPA, December 18, 2020) notes: “Overall Visual Character • U-shaped plan • Horizontal massing • One- and two-story height • Flat roof with flush eaves and parapet • Two rectangular towers, each with tile-clad pyramidal hipped roofs • Asymmetrical courtyard elevations • Central, landscaped courtyard with concrete walkways • Pedestrian entrances on primary, courtyard-facing elevations with varying design details • Round arched openings • Window and door openings recessed within thick exterior walls • Balconies on two-story portion Exterior Materials and Craftsmanship • Stucco with hand-troweled texture • Red clay tile coping at parapet • Wood window frames and sills 5.D.d Packet Pg. 201 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 4 January 1, 2022 • Arched, multi-light wood windows on the north elevation • Wood-sash casement windows, where extant • Wood slab doors with applied molding and multi-light wood doors • Rectangular, recessed garage openings • Canopies over primary entrance doors clad in red clay tile • Concrete steps • Stucco medallions on the north and courtyard-facing elevations of the towers • Concrete walkway in courtyard with curved entry from Grant street” The following report includes a condition assessment of key exterior elements and character defining features as well as strategies for refurbishment and ongoing maintenance and repair of these structures and property. Treatment Guidelines All work is to conform to the Secretary of the Interiors Standards for Treatment of Historic Properties, in particular the Secretary of the Interiors Standards for Rehabilitation. Preservation Briefs by the National Park Service are available for examples of treatments for rehabilitation of historic features and structures. Projects at this property are also eligible for application of the California Historic Building Code. 5.D.d Packet Pg. 202 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 5 January 1, 2022 SUMMARY OF REPAIR / MAINTENANCE WORK Sitework Location: Sitework is an important character defining feature of the property. There is a front yard of mostly lawn and a long linear courtyard between the two residential wings. Sitework is distinguished by a concrete central walk through an area of front lawn that then splits into 2 paths serving the two sides of the linear courtyard space. The outer sideyards are narrow strips of concrete with steps into rear doorways. The back of the property is along the alley. Condition: Concrete is in adequate condition with a few areas of settling along the walk. The concrete steps in front and at the rear of the units are similarly in general in adequate condition. Treatment: The paved walk can be cleaned but not aggressively. Steps should be maintained and additional markings for safety can be added on stair treads Landscape Location: The front yard is primarily lawn with small plants against the front facades of the two wings. There is also lawn in the central medium inside the court and plantings against the fronts of the units with landscape enhanced at the stairs into each unit. There is a small group of palm trees on each side of the front entry into the courtyard that are a distinguishing feature. There are no plantings on the rear and side yards Condition: Areas of the front yard and central medium have worn areas creating patches in the lawn. Plantings along the two sides of the central court are mixed and some of the plants are up against the plaster building facades. 5.D.d Packet Pg. 203 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 6 January 1, 2022 Treatment: New plantings in the front area of the building and along the sides of the courtyards are possible to enhance the overall design of the space. Existing plantings should betrimmed away from the buildings. Bare areas should be fertilized and re-seeded. Added irrigation may help in maintenance. Foundations / Structural Location: There are concrete footings, but little is visible as plaster finish continues to grade. The foundations do not show obvious failures. A few areas of upgrade are visible in the garages in the two story structure at the back of the property Condition: There is no evidence of structural concerns but more investigation may be warranted especially for the two story structure at the south. Treatment: Structural engineer should review. Additional seismic strengthening may be required. Plaster Exterior Location: The building exterior is a textured finish with offset strokes of smooth stucco. This texture appears original around the entire building except in areas of repairs. On the two front towers there is a decorative cast plaster insert. Condition: The stucco is in adequate to fair condition with no obvious failures. Areas of previous repairs are not all consistent in texture. There is slight cracking in areas . Treatment: The stucco is best maintained with regular cycles of prep and paint. Repairs need to be carefully crafted to match the original finish. (not “Spanish lace”) 5.D.d Packet Pg. 204 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 7 January 1, 2022 . Wood Doors Location: Wood doors are prevalent throughout the building as entry doors to all the units. Back door and upstairs unit and storage doors. Original doors have recessed panels with surrounding trims A few doors have been replaced with slab doors. Condition: The original doors are mostly intact and should be preserved. The specific details at the view window of the front doors varies.. Treatment: Doors should be prepped and painted on a regular basis. Rotting at the bottom of doors should be checked so that there is no long term deterioration. Painting should be provided that carefully protects and maintains the original door hardware. Windows Location: Almost all windows have been replaced with aluminum slider windows. Only the large arched windows in the two corner towers appear original or similar to the original wood windows. Condition: Windows are in adequate condition but they would appear more appropriate to the building if wood windows are restored. Future window maintenance programs may consider timely replacements to match likely original Treatment: Windows need to be maintained to avoid water intrusion into wood frames and exterior walls. Aluminum window sash may pit especially near the ocean. The wood windows at the tower elements should be carefully maintained with regular schedule of prep and paint. 5.D.d Packet Pg. 205 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 8 January 1, 2022 Wood Trim Location: The minimal trim on the building is wood including porch ceilings at both levels and trim at doors and windows Condition: The wood trim is deteriorated. Paint finishes are peeling. There are a few areas of rot at window sills Treatment: The wood trim needs treatment and refurbishment including prep and paint. Wood sills and porch ceilings should also be treated or replaced with matching as needed. A regular cycle of prep and paint should be provided. Metal Rails Location: The metal work is at the central stairs to the second floor units. There is decorative metalwork feature on either side of the stair landing that support decorative light fixtures Condition: The metal stair has areas of rust. Most stair elements are intact and in otherwise fair condition. Treatment: The metal railings need significant prep to eliminate rusting and then appropriate re- painting Clay Tile Roofs and Parapet Caps and Roof Drains Location: Each main unit entry is protected by a short porch extension with clay barrel tile roof including the upper level units. Clay tile is also used as a parapet cap to the exterior stucco walls. There are holes in the parapet where clay tile inserts may 5.D.d Packet Pg. 206 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 9 January 1, 2022 have originally penetrated the wall for drainage but removed The tile drains appear to remain in place draining through the parapet at the back of the two story building Condition: The clay tiles are in generally good condition and may have been replacement for original tile however the grout at the parapet cap tiles appears very old. The parapet clay tiles are not all aligned. Attachments have not been confirmed. Treatment: The roof should be inspected on a regular cycle and repaired where necessary. The roof tile should be inspected for attachments. Missing and dislocated parapet caps should be repaired. The clay tile drainpipes that were removed should be reviewed for possible reinstallation Roofing Location: The roof is covered composite sheet roofing. There are low parapet separations between some portions of the roof all covered by the roofing. All roofing is concealed from public view by low parapets although the roof over the ground floor units is visible from the second floor units and is sometimes used as an informal outdoor space Condition: The current roofing may be adequate for the next few years. No obvious areas of leaking were evident. Treatment: . Roof life cycle should be evaluated. A new roof may be needed over the next years. Any leaks should be identified and repaired expeditiously. Gutters and Drainage Location: There are several methods of roof drainage with openings through the parapets and downspouts on the outer sideyard elevations. There are also drain holes centered between units in the long facades flanking the courtyard. There were 5.D.d Packet Pg. 207 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 10 January 1, 2022 likely round clay tiles as part of the drainage system but the tiles have been removed and only the holes remain. Condition: The metal leader boxes and down spouts appear in adequate to fair condition. The drain holes through the parapets appear unfinished. There are no drain guards on the roof to prevent accumulation of debris from blocking drainage. Treatment: Drainage should be reviewed including water tests as necessary. At time of stucco repairs and refurbishment, the drain holes n the court side should be reviewed. Metalwork of downspouts should be maintained and painted as needed. Hardware Location: The main entry doors appear to have original matching hardware with a few exceptions. The black handle and deadbolt are the primary hardware. Doorbells have been added under the view windows. Original mail slot coverings are also evident on most units’ front entries. Non original deadbolts have also been added in some locations. Upper floor units may not have original hardware. Window hardware is not original. Condition: The front door handle appears in satisfactory condition. Other hardware on the front door appears added and inconsistent. Upper floor door knobs appear in poor condition and inconsistent Treatment: The front door hardware should be reviewed and refurbished. Replacement hardware for other doorways should be selected to maintain consistency Window hardware should be maintained Exterior Lights Location: There are wall mounted front porch lights at the ground floor units. The stair to the second floor has a pair of decorative exterior lights that flank the landing at 5.D.d Packet Pg. 208 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 11 January 1, 2022 the midpoint. There is a service light under the stair at the electrical meters. Otherwise there does not appear to be exterior lighting. Condition: Streetlights may be adequate but additional lighting may be appropriate. Treatment: New exterior lighting can be added for security or lighting in the landscape that illuminates the residence but should be carefully considered and installed to be compatible. Existing porch lights can be re-lamped for energy conservation if the appropriate bulb is chosen. Garage Doors Location: There are eight garages each with an individual wood garage door. The garage doors have a thin wood frame that wraps each opening. Condition: The doors are generally in poor to fair condition. The operating mechanisms for some of the doors are also in need of repair and maintenance. Treatment: The wood doors can be maintained with significant prep and paint. A few doors may need wood repair and additional framing. The operating mechanisms may also need review and repair. Electrical Location: The primary electrical appears to come from the service along the alley to the back of the building. The individual unit meters are on the courtyard side of the two story rear building. . Condition: The current service connects with overhead wires to the building. The electrical meters appear to be in need of update and some equipment may need upgrades 5.D.d Packet Pg. 209 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 12 January 1, 2022 Treatment: The electrical service should be reviewed by an engineer. Potential upgrades may be appropriate for safety. Plumbing Location: There are outlets for exterior water. The interior plumbing and underfloor system is generally not visible but exposed areas in the garage below the second floor units show some of the plumbing Condition: The plumbing service including sewer has not been investigated. The system is old and does not appear to have been upgraded. Area in garage ceiling shows possible issues. Treatment: Plumbing should be reviewed. Outlets and fixtures should be repaired to prevent water damage. New service lines may be necessary. Mechanical/Heating Location: There is gas service to the building so that both water and space heating is gas. Condition: The system is currently operable Treatment: Mechanical systems including water heating may require update. Review gas shut off for safety. 5.D.d Packet Pg. 210 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Photographs 818 Grant Street - North elevation along Grant Street. 5.D.d Packet Pg. 211 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street - View looking south into central court with walkways and unit entries. 5.D.d Packet Pg. 212 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street – West elevation along side alley 5.D.d Packet Pg. 213 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street – South elevation along rear alley. 5.D.d Packet Pg. 214 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street – East elevation along side setback with adjacent property 5.D.d Packet Pg. 215 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework Sitework is an important character defining feature of the property. There is a front yard of mostly lawn and a long linear courtyard between the two residential wings. Sitework is distinguished by a concrete central walk through an area of front lawn that then splits into 2 paths serving the two sides of the linear courtyard space. The outer sideyards are narrow strips of concrete with steps into rear doorways. The back of the property is along the alley. Concrete is in adequate condition with a few areas of settling along the walk. The concrete steps in front and at the rear of the units are similarly in general in adequate condition. The paved walk can be cleaned but not aggressively. Steps should be maintained and additional markings for safety can be added on stair treads. 5.D.d Packet Pg. 216 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 217 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Landscape The front yard is primarily lawn with small plants against the front facades of the two wings. There is also lawn in the central medium inside the court and plantings against the fronts of the units with landscape enhanced at the stairs into each unit. There is a small group of palm trees on each side of the front entry into the courtyard that are a distinguishing feature. There are no plantings on the rear and side yards Areas of the front yard and central medium have worn areas creating patches in the lawn. Plantings along the two sides of the central court are mixed and some of the plants are up against the plaster building facades. New plantings in the front area of the building and along the sides of the courtyards are possible to enhance the overall design of the space. Existing plantings should betrimmed away from the buildings. Bare areas should be fertilized and re-seeded. Added irrigation may help in maintenance. 5.D.d Packet Pg. 218 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 219 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Foundations/ Structural There are concrete footings, but little is visible as plaster finish continues to grade. The foundations do not show obvious failures. A few areas of upgrade are visible in the garages in the two story structure at the back of the property There is no evidence of structural concerns but more investigation may be warranted especially for the two story structure at the south. Structural engineer should review. Additional seismic strengthening may be required 5.D.d Packet Pg. 220 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Plaster Exterior The building exterior is a textured finish with offset strokes of smooth stucco. This texture appears original around the entire building except in areas of repairs. On the two front towers there is a decorative cast plaster insert. The stucco is in adequate to fair condition with no obvious failures. Areas of previous repairs are not all consistent in texture. There is slight cracking in areas The stucco is best maintained with regular cycles of prep and paint. Repairs need to be carefully crafted to match the original finish. (not “Spanish lace”) 5.D.d Packet Pg. 221 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 222 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Wood doors Wood doors are prevalent throughout the building as entry doors to all the units. Back door and upstairs unit and storage doors. Original doors have recessed panels with surrounding trims A few doors have been replaced with slab doors. The original doors are mostly intact and should be preserved. The specific details at the view window of the front doors varies. Doors should be prepped and painted on a regular basis. Rotting at the bottom of doors should be checked so that there is no long term deterioration. Painting should be provided that carefully protects and maintains the original door hardware. 5.D.d Packet Pg. 223 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Windows Almost all windows have been replaced with aluminum slider windows. Only the large arched windows in the two corner towers appear original or similar to the original wood windows. Windows are in adequate condition but they would appear more appropriate to the building if wood windows are restored. Future window maintenance programs may consider timely replacements to match likely original Windows need to be maintained to avoid water intrusion into wood frames and exterior walls. Aluminum window sash may pit especially near the ocean. The wood windows at the tower elements should be carefully maintained with regular schedule of prep and paint. 5.D.d Packet Pg. 224 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 225 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Wood Trim The minimal trim on the building is wood including porch ceilings at both levels and trim at doors and windows The wood trim is deteriorated. Paint finishes are peeling. There are a few areas of rot at window sills. The wood trim needs treatment and refurbishment including prep and paint. Wood sills and porch ceilings should also be treated or replaced with matching as needed. A regular cycle of prep and paint should be provided. 5.D.d Packet Pg. 226 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Metal rails The metal work is at the central stairs to the second floor units. There is decorative metalwork feature on either side of the stair landing that support decorative light fixtures The metal stair has areas of rust. Most stair elements are intact and in otherwise fair condition. The metal railings need significant prep to eliminate rusting and then appropriate re- painting 5.D.d Packet Pg. 227 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Clay Tile Roof, Parapet Caps and Roof Drains Each main unit entry is protected by a short porch extension with clay barrel tile roof including the upper level units. Clay tile is also used as a parapet cap to the exterior stucco walls. There are holes in the parapet where clay tile inserts may have originally penetrated the wall for drainage but removed The tile drains appear to remain in place draining through the parapet at the back of the two story building The clay tiles are in generally good condition and may have been replacement for original tile however the grout at the parapet cap tiles appears very old. The parapet clay tiles are not all aligned. Attachments have not been confirmed The roof tile should be inspected for attachments. Missing and dislocated parapet caps should be repaired. The clay tile drainpipes that were removed should be reviewed for possible reinstallation 5.D.d Packet Pg. 228 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Roofing The roof is covered composite sheet roofing. There are low parapet separations between some portions of the roof all covered by the roofing. All roofing is concealed from public view by low parapets although the roof over the ground floor units is visible from the second floor units and is sometimes used as an informal outdoor space The current roofing may be adequate for the next few years. No obvious areas of leaking were evident. Roof life cycle should be evaluated. A new roof may be needed over the next years. Any leaks should be identified and repaired expeditiously. 5.D.d Packet Pg. 229 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Gutters and Drainage There are several methods of roof drainage with openings through the parapets and downspouts on the outer sideyard elevations. There are also drain holes centered between units in the long facades flanking the courtyard. There were likely round clay tiles as part of the drainage system but the tiles have been removed and only the holes remain. The metal leader boxes and down spouts appear in adequate to fair condition. The drain holes through the parapets appear unfinished. There are no drain guards on the roof to prevent accumulation of debris from blocking drainage. Drainage should be reviewed including water tests as necessary. At time of stucco repairs and refurbishment, the drain holes n the court side should be reviewed. Metalwork of downspouts should be maintained and painted as needed. 5.D.d Packet Pg. 230 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Hardware The main entry doors appear to have original matching hardware with a few exceptions. The black handle and deadbolt are the primary hardware. Doorbells have been added under the view windows. Original mail slot coverings are also evident on most units’ front entries. Non original deadbolts have also been added in some locations. Upper floor units may not have original hardware. Window hardware is not original. The front door handle appears in satisfactory condition. Other hardware on the front door appears added and inconsistent. Upper floor door knobs appear in poor condition and inconsistent The front door hardware should be reviewed and refurbished. Replacement hardware for other doorways should be selected to maintain consistency Window hardware should be maintained. 5.D.d Packet Pg. 231 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Exterior Lights There are wall mounted front porch lights at the ground floor units. The stair to the second floor has a pair of decorative exterior lights that flank the landing at the midpoint. There is a service light under the stair at the electrical meters. Otherwise there does not appear to be exterior lighting. Streetlights may be adequate but additional lighting may be appropriate. New exterior lighting can be added for security or lighting in the landscape that illuminates the residence but should be carefully considered and installed to be compatible. Existing porch lights can be re-lamped for energy conservation if the appropriate bulb is chosen. 5.D.d Packet Pg. 232 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Garage Doors There are eight garages each with an individual wood garage door. The garage doors have a thin wood frame that wraps each opening. The doors are generally in poor to fair condition. The operating mechanisms for some of the doors are also in need of repair and maintenance. The wood doors can be maintained with significant prep and paint. A few doors may need wood repair and additional framing. The operating mechanisms may also need review and repair. 5.D.d Packet Pg. 233 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Electrical The primary electrical appears to come from the service along the alley to the back of the building. The individual unit meters are on the courtyard side of the two story rear building. . The current service connects with overhead wires to the building. The electrical meters appear to be in need of update and some equipment may need upgrades The electrical service should be reviewed by an engineer. Potential upgrades may be appropriate for safety. 5.D.d Packet Pg. 234 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Plumbing There are outlets for exterior water. The interior plumbing and underfloor system is generally not visible but exposed areas in the garage below the second floor units show some of the plumbing The plumbing service including sewer has not been investigated. The system is old and does not appear to have been upgraded. Area in garage ceiling shows possible issues. Plumbing should be reviewed. Outlets and fixtures should be repaired to prevent water damage. New service lines may be necessary. 5.D.d Packet Pg. 235 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Mechanical/ Heating There is gas service to the building so that both water and space heating is gas. The system is currently operable Mechanical systems including water heating may require update. Review gas shut off for safety. 5.D.d Packet Pg. 236 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic MILLS ACT MAINTENANCE PLAN 818 Grant Street MAINTENANCE PLAN: 818 Grant Street Item #Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds.(Est. Budgets) SITE 1 repair yr1 Sitework Unit front entry steps Review site paving for damage. Patch as 15,000.00$ as needed Courtyard walkways needed. Check impact of planting on walls 2 monthly Landscape Streetscape, courtyard Maintain landscape, check irrigation 65,000.00$ Avoid plants and irrigation against stucco walls EXTERIOR 3 as needed Foundations/Structural Footings at buildings Review structural as needed, patch cracks 2,000.00$ in exposed concrete 4 annual Plaster exterior All facades Review plaster. Patch cracks 50,000.00$ Prep and paint on 5 year cycle 5 yr1 review Wood doors Unit entry doors Maintain original doors 15,000.00$ 5 year Rear unit doors on sideyard and Prep and paint as needed cycle alley 6 5 year Windows Throughout Maintain windows and operation. 30,000.00$ cycle Front (north elevation) and courtyard alumnum can be replaced with wood type windows 7 5 year Wood Trim All windows frames and sills Prep and paint approx 5 year cycle 50,000.00$ cycle 8 yr 1 repair Metal Rails Handrails for stair to second Significant prep and paint 25,000.00$ 5 year floor cycle 9 5 year Clay tile roofs and parapets Porch overhangs and flat roof Check for attachments. Replace missing with 20,000.00$ cycle parapet caps matching clay barrel tile 10 year 10 Roofing Throughout Reivew for leaks, Re-roof at 10 years 75,000.00$ 11 repair yr1 Drainage Clay tile openings thru parapets Provide screens to keep drains clear of debris.10,000.00$ as needed Drainage throughout site Clay tile liner removed from some penetrations and can be reinstalled 12 yr 1 Hardware Doors and windows Maintain origional entry door hardware, 5,000.00$ as needed replace missing hardware with consistent finish 13 as needed Exterior Lights Site lighting,porch lights Relamp as needed 5,000.00$ Check for weather seal and finish conditon 14 repair yr 1 Garage doors Garages entered from south Repair garage doors as needed for consistent 35,000.00$ 5 year aley appearance or drywall off. cycle SYSTEMS 15 as needed Electrical Overhead from south alley Maintain as needed 5,000.00$ Review exterior outlets for safety Relamp as needed 16 as needed Plumbing Throughout site and units Maintain plumbing. Repairs when needed 50,000.00$ to be expedited. 17 as needed Heating/AC/Gas All residential units Maintain service, repair as needed 10,000.00$ Gas meters at south end of Check for shutoffs court under stairs TOTAL MILLS ACT MAINTENANCE PLAN 10 Years 467,000.00$ 2022 1 818 Grant Street, Santa Monica 5.D.d Packet Pg. 237 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Financial Analysis for Mills Act Contract at 818 Grant in Santa Monica, CA Monthly Rental Income 15,800.27$ Annual Rental Income 189,603.19$ Actual Vacancy loss (5,688.10)$ 3% Annual Rental Income 183,915.09$ Insurance 4,573.00$ Utilities 9,417.13$ Trash 4,400.00$ Repairs & Maintenance 62,350.00$ Management 11,034.91$ Landscaping 6,000.00$ Pest Control 2,500.00$ Professional and Marketing 3,600.00$ Legal 12,355.85$ Rent control registration 2,376.00$ Miscellaneous Op Ex 5,000.00$ Total Expenses 123,606.89$ Net total 60,308.21$ Interest component 5.50% historic property risk component 4% property tax component 1% amortization component 0.5% total = cap rate 11.00% Mills Act Accesed Value $548,256.44 Current Tax $42,549.43 23% Tax under Mills Act $5,482.56 Estimated Tax Reduction $37,066.87 5.D.d Packet Pg. 238 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street Santa Monica, California Historic Structure Condition Assessment and Maintenance Plan December 1, 2021 Submitted by: Kaplan Chen Kaplan 2526 Eighteenth Street Santa Monica, CA 90405 David Kaplan, Preservation Architect 5.D.d Packet Pg. 239 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 1 January 1, 2022 CONDITION ASSESSMENT REPORT Overview The site at 818 Grant Street includes a Spanish Mediterranean Revival courtyard residential complex with two long one-story buildings framing the central court and a two story building across the back of the property with garages at grade entered from an alley. The parcel is just east of the commercial buildings on Lincoln Boulevard and a parallel alley that intersects with the alley on the south. The property is a City of Santa Monica designated historic landmark. The site and buildings at 818 Grant Street are in fair to poor condition and in need of significant maintenance and repairs. Project Site Kaplan Chen Kaplan conducted an historic resources condition assessment of 818 Grant Street, a property in Santa Monica on south side of Grant Street just east of Lincoln Boulevard. This parcel contains a residential complex with 12 units arranged on three sides of a central courtyard and designated a City of Santa Monica Historic Landmark in 2020. Aerial photo with property at 818 Grant Street circled, east of Lincoln Boulevard. 5.D.d Packet Pg. 240 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 2 January 1, 2022 According to the Los Angeles County Assessor, the Spanish Mediterranean Revival style plaster finished residential building at 818 Grant Street was constructed in 1929. Aerial photo of 2524 Fourth Street with residence. Neighborhood and General Building Description The property is located on the south side of Grant Street just west of the commercial block along Lincoln Boulevard. The alley behind the commercial buildings on Lincoln Boulevard runs along the west side of the property and intersects with the end of the alley parallel to Grant Street along the south side of the building. The nearby properties Grant Street are a mix of one and two story multi family buildings of differing styles built over the ensuing decades. The subject parcel is slightly trapezoidal at approximately 130 feet deep with an 88 foot frontage on Grant Street and 72 foot wide rear property line. The site is generally flat. The Los Angeles County Assessor indicates 12 units on the site with a total of 5,570 square feet of interior space. The building has a stucco façade with aluminum replacement windows and original wood frames and trim. The one story wings along the central court splay outwards towards Grant Street coinciding with the shape of the property. Each wing has a small clay tile roofed 5.D.d Packet Pg. 241 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 3 January 1, 2022 tower element at the front that frames the entry to the court. At the south end of the central court is a two story building across the back of the property with second floor units reached by a central stair that splits at the landing and turns to go to either side. The building parapets have clay tile caps and step up and down slightly along the courtyard facades to articulate the individual unit divisions, Each unit entry also has a projecting porch with either a shed or gable configuration with barrel clay tile roofing. The main roofs of the buildings are flat with sheet roofing behind low parapets. The landscape in the front yard and courtyard is primarily lawn. There are a set of flanking palm trees at the front of the courtyard and low planting along the fronts of the two building wings. The west and south facades are along alleys with no landscape and the sideyard on the east is primarily concrete walkways and concrete steps at rear entries. The central walkway from the sidewalk into the courtyard appears original. The walk splits into two walkways within the court to access the units with a central long median of lawn. Each unit entry on the court has a set of concrete steps up to the front doors flanked by a variety of low plantings. Character Defining Features – Condition Assessment and Treatment Primary character-defining features of 818 Grant Street as outlined in the “Landmark Assessment Report” for 818 Grant Street (GPA, December 18, 2020) notes: “Overall Visual Character • U-shaped plan • Horizontal massing • One- and two-story height • Flat roof with flush eaves and parapet • Two rectangular towers, each with tile-clad pyramidal hipped roofs • Asymmetrical courtyard elevations • Central, landscaped courtyard with concrete walkways • Pedestrian entrances on primary, courtyard-facing elevations with varying design details • Round arched openings • Window and door openings recessed within thick exterior walls • Balconies on two-story portion Exterior Materials and Craftsmanship • Stucco with hand-troweled texture • Red clay tile coping at parapet • Wood window frames and sills 5.D.d Packet Pg. 242 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 4 January 1, 2022 • Arched, multi-light wood windows on the north elevation • Wood-sash casement windows, where extant • Wood slab doors with applied molding and multi-light wood doors • Rectangular, recessed garage openings • Canopies over primary entrance doors clad in red clay tile • Concrete steps • Stucco medallions on the north and courtyard-facing elevations of the towers • Concrete walkway in courtyard with curved entry from Grant street” The following report includes a condition assessment of key exterior elements and character defining features as well as strategies for refurbishment and ongoing maintenance and repair of these structures and property. Treatment Guidelines All work is to conform to the Secretary of the Interiors Standards for Treatment of Historic Properties, in particular the Secretary of the Interiors Standards for Rehabilitation. Preservation Briefs by the National Park Service are available for examples of treatments for rehabilitation of historic features and structures. Projects at this property are also eligible for application of the California Historic Building Code. 5.D.d Packet Pg. 243 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 5 January 1, 2022 SUMMARY OF REPAIR / MAINTENANCE WORK Sitework Location: Sitework is an important character defining feature of the property. There is a front yard of mostly lawn and a long linear courtyard between the two residential wings. Sitework is distinguished by a concrete central walk through an area of front lawn that then splits into 2 paths serving the two sides of the linear courtyard space. The outer sideyards are narrow strips of concrete with steps into rear doorways. The back of the property is along the alley. Condition: Concrete is in adequate condition with a few areas of settling along the walk. The concrete steps in front and at the rear of the units are similarly in general in adequate condition. Treatment: The paved walk can be cleaned but not aggressively. Steps should be maintained and additional markings for safety can be added on stair treads Landscape Location: The front yard is primarily lawn with small plants against the front facades of the two wings. There is also lawn in the central medium inside the court and plantings against the fronts of the units with landscape enhanced at the stairs into each unit. There is a small group of palm trees on each side of the front entry into the courtyard that are a distinguishing feature. There are no plantings on the rear and side yards Condition: Areas of the front yard and central medium have worn areas creating patches in the lawn. Plantings along the two sides of the central court are mixed and some of the plants are up against the plaster building facades. 5.D.d Packet Pg. 244 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 6 January 1, 2022 Treatment: New plantings in the front area of the building and along the sides of the courtyards are possible to enhance the overall design of the space. Existing plantings should betrimmed away from the buildings. Bare areas should be fertilized and re-seeded. Added irrigation may help in maintenance. Foundations / Structural Location: There are concrete footings, but little is visible as plaster finish continues to grade. The foundations do not show obvious failures. A few areas of upgrade are visible in the garages in the two story structure at the back of the property Condition: There is no evidence of structural concerns but more investigation may be warranted especially for the two story structure at the south. Treatment: Structural engineer should review. Additional seismic strengthening may be required. Plaster Exterior Location: The building exterior is a textured finish with offset strokes of smooth stucco. This texture appears original around the entire building except in areas of repairs. On the two front towers there is a decorative cast plaster insert. Condition: The stucco is in adequate to fair condition with no obvious failures. Areas of previous repairs are not all consistent in texture. There is slight cracking in areas . Treatment: The stucco is best maintained with regular cycles of prep and paint. Repairs need to be carefully crafted to match the original finish. (not “Spanish lace”) 5.D.d Packet Pg. 245 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 7 January 1, 2022 . Wood Doors Location: Wood doors are prevalent throughout the building as entry doors to all the units. Back door and upstairs unit and storage doors. Original doors have recessed panels with surrounding trims A few doors have been replaced with slab doors. Condition: The original doors are mostly intact and should be preserved. The specific details at the view window of the front doors varies.. Treatment: Doors should be prepped and painted on a regular basis. Rotting at the bottom of doors should be checked so that there is no long term deterioration. Painting should be provided that carefully protects and maintains the original door hardware. Windows Location: Almost all windows have been replaced with aluminum slider windows. Only the large arched windows in the two corner towers appear original or similar to the original wood windows. Condition: Windows are in adequate condition but they would appear more appropriate to the building if wood windows are restored. Future window maintenance programs may consider timely replacements to match likely original Treatment: Windows need to be maintained to avoid water intrusion into wood frames and exterior walls. Aluminum window sash may pit especially near the ocean. The wood windows at the tower elements should be carefully maintained with regular schedule of prep and paint. 5.D.d Packet Pg. 246 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 8 January 1, 2022 Wood Trim Location: The minimal trim on the building is wood including porch ceilings at both levels and trim at doors and windows Condition: The wood trim is deteriorated. Paint finishes are peeling. There are a few areas of rot at window sills Treatment: The wood trim needs treatment and refurbishment including prep and paint. Wood sills and porch ceilings should also be treated or replaced with matching as needed. A regular cycle of prep and paint should be provided. Metal Rails Location: The metal work is at the central stairs to the second floor units. There is decorative metalwork feature on either side of the stair landing that support decorative light fixtures Condition: The metal stair has areas of rust. Most stair elements are intact and in otherwise fair condition. Treatment: The metal railings need significant prep to eliminate rusting and then appropriate re- painting Clay Tile Roofs and Parapet Caps and Roof Drains Location: Each main unit entry is protected by a short porch extension with clay barrel tile roof including the upper level units. Clay tile is also used as a parapet cap to the exterior stucco walls. There are holes in the parapet where clay tile inserts may 5.D.d Packet Pg. 247 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 9 January 1, 2022 have originally penetrated the wall for drainage but removed The tile drains appear to remain in place draining through the parapet at the back of the two story building Condition: The clay tiles are in generally good condition and may have been replacement for original tile however the grout at the parapet cap tiles appears very old. The parapet clay tiles are not all aligned. Attachments have not been confirmed. Treatment: The roof should be inspected on a regular cycle and repaired where necessary. The roof tile should be inspected for attachments. Missing and dislocated parapet caps should be repaired. The clay tile drainpipes that were removed should be reviewed for possible reinstallation Roofing Location: The roof is covered composite sheet roofing. There are low parapet separations between some portions of the roof all covered by the roofing. All roofing is concealed from public view by low parapets although the roof over the ground floor units is visible from the second floor units and is sometimes used as an informal outdoor space Condition: The current roofing may be adequate for the next few years. No obvious areas of leaking were evident. Treatment: . Roof life cycle should be evaluated. A new roof may be needed over the next years. Any leaks should be identified and repaired expeditiously. Gutters and Drainage Location: There are several methods of roof drainage with openings through the parapets and downspouts on the outer sideyard elevations. There are also drain holes centered between units in the long facades flanking the courtyard. There were 5.D.d Packet Pg. 248 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 10 January 1, 2022 likely round clay tiles as part of the drainage system but the tiles have been removed and only the holes remain. Condition: The metal leader boxes and down spouts appear in adequate to fair condition. The drain holes through the parapets appear unfinished. There are no drain guards on the roof to prevent accumulation of debris from blocking drainage. Treatment: Drainage should be reviewed including water tests as necessary. At time of stucco repairs and refurbishment, the drain holes n the court side should be reviewed. Metalwork of downspouts should be maintained and painted as needed. Hardware Location: The main entry doors appear to have original matching hardware with a few exceptions. The black handle and deadbolt are the primary hardware. Doorbells have been added under the view windows. Original mail slot coverings are also evident on most units’ front entries. Non original deadbolts have also been added in some locations. Upper floor units may not have original hardware. Window hardware is not original. Condition: The front door handle appears in satisfactory condition. Other hardware on the front door appears added and inconsistent. Upper floor door knobs appear in poor condition and inconsistent Treatment: The front door hardware should be reviewed and refurbished. Replacement hardware for other doorways should be selected to maintain consistency Window hardware should be maintained Exterior Lights Location: There are wall mounted front porch lights at the ground floor units. The stair to the second floor has a pair of decorative exterior lights that flank the landing at 5.D.d Packet Pg. 249 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 11 January 1, 2022 the midpoint. There is a service light under the stair at the electrical meters. Otherwise there does not appear to be exterior lighting. Condition: Streetlights may be adequate but additional lighting may be appropriate. Treatment: New exterior lighting can be added for security or lighting in the landscape that illuminates the residence but should be carefully considered and installed to be compatible. Existing porch lights can be re-lamped for energy conservation if the appropriate bulb is chosen. Garage Doors Location: There are eight garages each with an individual wood garage door. The garage doors have a thin wood frame that wraps each opening. Condition: The doors are generally in poor to fair condition. The operating mechanisms for some of the doors are also in need of repair and maintenance. Treatment: The wood doors can be maintained with significant prep and paint. A few doors may need wood repair and additional framing. The operating mechanisms may also need review and repair. Electrical Location: The primary electrical appears to come from the service along the alley to the back of the building. The individual unit meters are on the courtyard side of the two story rear building. . Condition: The current service connects with overhead wires to the building. The electrical meters appear to be in need of update and some equipment may need upgrades 5.D.d Packet Pg. 250 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 12 January 1, 2022 Treatment: The electrical service should be reviewed by an engineer. Potential upgrades may be appropriate for safety. Plumbing Location: There are outlets for exterior water. The interior plumbing and underfloor system is generally not visible but exposed areas in the garage below the second floor units show some of the plumbing Condition: The plumbing service including sewer has not been investigated. The system is old and does not appear to have been upgraded. Area in garage ceiling shows possible issues. Treatment: Plumbing should be reviewed. Outlets and fixtures should be repaired to prevent water damage. New service lines may be necessary. Mechanical/Heating Location: There is gas service to the building so that both water and space heating is gas. Condition: The system is currently operable Treatment: Mechanical systems including water heating may require update. Review gas shut off for safety. 5.D.d Packet Pg. 251 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Photographs 818 Grant Street - North elevation along Grant Street. 5.D.d Packet Pg. 252 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street - View looking south into central court with walkways and unit entries. 5.D.d Packet Pg. 253 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street – West elevation along side alley 5.D.d Packet Pg. 254 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street – South elevation along rear alley. 5.D.d Packet Pg. 255 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street – East elevation along side setback with adjacent property 5.D.d Packet Pg. 256 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 818 Grant Street FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework Sitework is an important character defining feature of the property. There is a front yard of mostly lawn and a long linear courtyard between the two residential wings. Sitework is distinguished by a concrete central walk through an area of front lawn that then splits into 2 paths serving the two sides of the linear courtyard space. The outer sideyards are narrow strips of concrete with steps into rear doorways. The back of the property is along the alley. Concrete is in adequate condition with a few areas of settling along the walk. The concrete steps in front and at the rear of the units are similarly in general in adequate condition. The paved walk can be cleaned but not aggressively. Steps should be maintained and additional markings for safety can be added on stair treads. 5.D.d Packet Pg. 257 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 258 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Landscape The front yard is primarily lawn with small plants against the front facades of the two wings. There is also lawn in the central medium inside the court and plantings against the fronts of the units with landscape enhanced at the stairs into each unit. There is a small group of palm trees on each side of the front entry into the courtyard that are a distinguishing feature. There are no plantings on the rear and side yards Areas of the front yard and central medium have worn areas creating patches in the lawn. Plantings along the two sides of the central court are mixed and some of the plants are up against the plaster building facades. New plantings in the front area of the building and along the sides of the courtyards are possible to enhance the overall design of the space. Existing plantings should betrimmed away from the buildings. Bare areas should be fertilized and re-seeded. Added irrigation may help in maintenance. 5.D.d Packet Pg. 259 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 260 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Foundations/ Structural There are concrete footings, but little is visible as plaster finish continues to grade. The foundations do not show obvious failures. A few areas of upgrade are visible in the garages in the two story structure at the back of the property There is no evidence of structural concerns but more investigation may be warranted especially for the two story structure at the south. Structural engineer should review. Additional seismic strengthening may be required 5.D.d Packet Pg. 261 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Plaster Exterior The building exterior is a textured finish with offset strokes of smooth stucco. This texture appears original around the entire building except in areas of repairs. On the two front towers there is a decorative cast plaster insert. The stucco is in adequate to fair condition with no obvious failures. Areas of previous repairs are not all consistent in texture. There is slight cracking in areas The stucco is best maintained with regular cycles of prep and paint. Repairs need to be carefully crafted to match the original finish. (not “Spanish lace”) 5.D.d Packet Pg. 262 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 263 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Wood doors Wood doors are prevalent throughout the building as entry doors to all the units. Back door and upstairs unit and storage doors. Original doors have recessed panels with surrounding trims A few doors have been replaced with slab doors. The original doors are mostly intact and should be preserved. The specific details at the view window of the front doors varies. Doors should be prepped and painted on a regular basis. Rotting at the bottom of doors should be checked so that there is no long term deterioration. Painting should be provided that carefully protects and maintains the original door hardware. 5.D.d Packet Pg. 264 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Windows Almost all windows have been replaced with aluminum slider windows. Only the large arched windows in the two corner towers appear original or similar to the original wood windows. Windows are in adequate condition but they would appear more appropriate to the building if wood windows are restored. Future window maintenance programs may consider timely replacements to match likely original Windows need to be maintained to avoid water intrusion into wood frames and exterior walls. Aluminum window sash may pit especially near the ocean. The wood windows at the tower elements should be carefully maintained with regular schedule of prep and paint. 5.D.d Packet Pg. 265 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.d Packet Pg. 266 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Wood Trim The minimal trim on the building is wood including porch ceilings at both levels and trim at doors and windows The wood trim is deteriorated. Paint finishes are peeling. There are a few areas of rot at window sills. The wood trim needs treatment and refurbishment including prep and paint. Wood sills and porch ceilings should also be treated or replaced with matching as needed. A regular cycle of prep and paint should be provided. 5.D.d Packet Pg. 267 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Metal rails The metal work is at the central stairs to the second floor units. There is decorative metalwork feature on either side of the stair landing that support decorative light fixtures The metal stair has areas of rust. Most stair elements are intact and in otherwise fair condition. The metal railings need significant prep to eliminate rusting and then appropriate re- painting 5.D.d Packet Pg. 268 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Clay Tile Roof, Parapet Caps and Roof Drains Each main unit entry is protected by a short porch extension with clay barrel tile roof including the upper level units. Clay tile is also used as a parapet cap to the exterior stucco walls. There are holes in the parapet where clay tile inserts may have originally penetrated the wall for drainage but removed The tile drains appear to remain in place draining through the parapet at the back of the two story building The clay tiles are in generally good condition and may have been replacement for original tile however the grout at the parapet cap tiles appears very old. The parapet clay tiles are not all aligned. Attachments have not been confirmed The roof tile should be inspected for attachments. Missing and dislocated parapet caps should be repaired. The clay tile drainpipes that were removed should be reviewed for possible reinstallation 5.D.d Packet Pg. 269 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Roofing The roof is covered composite sheet roofing. There are low parapet separations between some portions of the roof all covered by the roofing. All roofing is concealed from public view by low parapets although the roof over the ground floor units is visible from the second floor units and is sometimes used as an informal outdoor space The current roofing may be adequate for the next few years. No obvious areas of leaking were evident. Roof life cycle should be evaluated. A new roof may be needed over the next years. Any leaks should be identified and repaired expeditiously. 5.D.d Packet Pg. 270 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Gutters and Drainage There are several methods of roof drainage with openings through the parapets and downspouts on the outer sideyard elevations. There are also drain holes centered between units in the long facades flanking the courtyard. There were likely round clay tiles as part of the drainage system but the tiles have been removed and only the holes remain. The metal leader boxes and down spouts appear in adequate to fair condition. The drain holes through the parapets appear unfinished. There are no drain guards on the roof to prevent accumulation of debris from blocking drainage. Drainage should be reviewed including water tests as necessary. At time of stucco repairs and refurbishment, the drain holes n the court side should be reviewed. Metalwork of downspouts should be maintained and painted as needed. 5.D.d Packet Pg. 271 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Hardware The main entry doors appear to have original matching hardware with a few exceptions. The black handle and deadbolt are the primary hardware. Doorbells have been added under the view windows. Original mail slot coverings are also evident on most units’ front entries. Non original deadbolts have also been added in some locations. Upper floor units may not have original hardware. Window hardware is not original. The front door handle appears in satisfactory condition. Other hardware on the front door appears added and inconsistent. Upper floor door knobs appear in poor condition and inconsistent The front door hardware should be reviewed and refurbished. Replacement hardware for other doorways should be selected to maintain consistency Window hardware should be maintained. 5.D.d Packet Pg. 272 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Exterior Lights There are wall mounted front porch lights at the ground floor units. The stair to the second floor has a pair of decorative exterior lights that flank the landing at the midpoint. There is a service light under the stair at the electrical meters. Otherwise there does not appear to be exterior lighting. Streetlights may be adequate but additional lighting may be appropriate. New exterior lighting can be added for security or lighting in the landscape that illuminates the residence but should be carefully considered and installed to be compatible. Existing porch lights can be re-lamped for energy conservation if the appropriate bulb is chosen. 5.D.d Packet Pg. 273 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Garage Doors There are eight garages each with an individual wood garage door. The garage doors have a thin wood frame that wraps each opening. The doors are generally in poor to fair condition. The operating mechanisms for some of the doors are also in need of repair and maintenance. The wood doors can be maintained with significant prep and paint. A few doors may need wood repair and additional framing. The operating mechanisms may also need review and repair. 5.D.d Packet Pg. 274 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Electrical The primary electrical appears to come from the service along the alley to the back of the building. The individual unit meters are on the courtyard side of the two story rear building. . The current service connects with overhead wires to the building. The electrical meters appear to be in need of update and some equipment may need upgrades The electrical service should be reviewed by an engineer. Potential upgrades may be appropriate for safety. 5.D.d Packet Pg. 275 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Plumbing There are outlets for exterior water. The interior plumbing and underfloor system is generally not visible but exposed areas in the garage below the second floor units show some of the plumbing The plumbing service including sewer has not been investigated. The system is old and does not appear to have been upgraded. Area in garage ceiling shows possible issues. Plumbing should be reviewed. Outlets and fixtures should be repaired to prevent water damage. New service lines may be necessary. 5.D.d Packet Pg. 276 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Mechanical/ Heating There is gas service to the building so that both water and space heating is gas. The system is currently operable Mechanical systems including water heating may require update. Review gas shut off for safety. 5.D.d Packet Pg. 277 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic MILLS ACT MAINTENANCE PLAN 818 Grant Street MAINTENANCE PLAN: 818 Grant Street Item #Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds.(Est. Budgets) SITE 1 2023 Sitework Unit front entry steps Review site paving for damage. Patch as 5,000.00$ ongoing Courtyard walkways needed. Check impact of planting on walls 2 monthly Landscape Streetscape, courtyard Maintain landscape, check irrigation 20,000.00$ Avoid plants and irrigation against stucco walls EXTERIOR 3 as needed Foundations/Structural Footings at buildings Review structural as needed, patch cracks 2,000.00$ 2025 review when occurs in exposed concrete 4 2024 Plaster exterior All facades Review plaster. Patch cracks 50,000.00$ 5 year cycle Prep and paint on 5 year cycle 2029 5 2024 Wood doors Unit entry doors Maintain original doors 10,000.00$ 5 year cycle Rear unit doors on sideyard and Prep and paint as needed 2029 alley 6 annual Windows Throughout Maintain windows and operation. 20,000.00$ ongoing Front (north elevation) and courtyard alumnum can be replaced with wood type windows 7 2024 Wood Trim All windows frames and sills Prep and paint approx 5 year cycle 50,000.00$ 5 year cycle 2029 8 2023 Metal Rails Handrails for stair to second Significant prep and paint 20,000.00$ 5 year cycle floor 2028 9 2023 Clay tile roofs and parapets Porch overhangs and flat roof Check for attachments. Replace missing with 10,000.00$ 5 year cycle parapet caps matching clay barrel tile 2028 10 2023 Roofing Throughout Provide new roofing surface. Review in 10 years 50,000.00$ 11 2023 Drainage Clay tile openings thru parapets Provide screens to keep drains clear of debris.10,000.00$ & ongoing Drainage throughout site Clay tile liner removed from some penetrations and can be reinstalled 12 2025 Hardware Doors and windows Maintain orignal entry door hardware, 5,000.00$ & ongoing replace missing hardware with consistent finish 13 as needed Exterior Lights Site ligihting,porch lights Relamp as needed 5,000.00$ Check for weather seal and finish conditon 14 2023 Garage ddors Garages entered from south Repair garage doors as needed for consistent 30,000.00$ 5 year cycle aley appearrrance 2028 SYSTEMS 15 as needed Electrical Overhead from south alley Maintain as needed 5,000.00$ Review exterior outlets for safety Relamp as needed 16 as needed Plumbing Throughout site and units Maintain plumbing. Repairs when needed 8,000.00$ to be expedited. 17 review shutoff Heating/AC/Gas All residential units Maintain service, repair as needed 5,000.00$ 2023 Gas meters at south end of Check for shutoffs as needed court under stairs TOTAL MILLS ACT MAINTENANCE PLAN 10 Years 305,000.00$ 2022 1 818 Grant Street, Santa Monica 5.D.d Packet Pg. 278 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Financial Analysis for Mills Act Contract at 818 Grant in Santa Monica, CA Monthly Rental Income 15,800.27$ Annual Rental Income 189,603.19$ Actual Vacancy loss (5,688.10)$ 3% Annual Rental Income 183,915.09$ Insurance 4,573.00$ Utilities 9,417.13$ Trash 4,400.00$ Repairs & Maintenance 62,350.00$ Management 11,034.91$ Landscaping 6,000.00$ Pest Control 2,500.00$ Professional and Marketing 3,600.00$ Legal 12,355.85$ Rent control registration 2,376.00$ Miscellaneous Op Ex 5,000.00$ Total Expenses 123,606.89$ Net total 60,308.21$ Interest component 5.50% historic property risk component 4% property tax component 1% amortization component 0.5% total = cap rate 11.00% Mills Act Accesed Value $548,256.44 Current Tax $42,549.43 23% Tax under Mills Act $5,482.56 Estimated Tax Reduction $37,066.87 5.D.d Packet Pg. 279 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.d Packet Pg. 280 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.d Packet Pg. 281 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.d Packet Pg. 282 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.d Packet Pg. 283 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements CITY OF SANTA MONICA PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT PLANNING DIVISION (310) 458-8341 MILLS ACT CONTRACT APPLICATION INSTRUCTIONS WHAT IS THE MILLS ACT? The Mills Act is a California State law that enables cities to enter into contracts with property owners of qualified historic structures. Mills Act contracts can provide tax benefits for both owner-occupied and income producing properties. In the case of owner-occupied property, the income projection is based on comparable rents for similar property in the area or, if insufficient rental information is available, the income that it could reasonably be expected to produce. For income producing property, the income amount is based on rent actually received and on typical rents received for similar property in similar use. The owner of any building that is either a designated local landmark or a contributing building in a designated historic district may file a Mills Act Contract Application. Once approved, a Mills Act contract requires the County Tax Assessor's office to determine the value of the historic property based upon its current income, rather than future development potential. In exchange for this reduction in property taxes, the contract requires the property owner to undertake specific restoration tasks, if necessary, and to properly maintain the historic structure. The proposed restoration and maintenance items are included in a work plan that is submitted by the applicant and, if approved, becomes attached to the contract as an exhibit. More details about the State enacting law are available at www.ohp.parks.ca.gov. CONTRACT TERM Mills Act contracts are for a ten-year term and are renewed automatically each year on the contract's anniversary. As a result, unless either the property owner or the City submits a notice of non-renewal, the owner is always ten years away from the contract termination. The effect of a non-renewal notice is contract termination at the end of the then current ten-year term. The owner may also petition the City to initiate an immediate cancellation. If cancelled, a penalty equal to 12 1/2 percent of the property's assessed market value is imposed. The City may also cancel the contract in the case of breach of the contract conditions. The rights and obligations to the contract are also binding upon successive property owners during the contract term. Although new contracts can take place at any time, new valuations will not be effective until March of any given year. 5.D.e Packet Pg. 284 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements APPLICATION PROCESS The deadline for filing an application for a Mills Act Contract is May 31st annually. Applications must be filed by appointment at the City Planning Division’s public information counter. Appointments are available weekly on Tuesdays and Thursdays. Please contact the City Planning Division at (310) 458-8341 at least one week in advance to schedule an appointment to file your application. Staff will review your Mills Act Contract application upon receipt and will contact you and/or your representative to schedule a site visit. Following a site visit, staff will prepare a report to present to the Landmarks Commission for their recommendation (tentatively scheduled for the August or September Landmarks Commission meeting). It is important for you and/or your representative (architect) to be present at this meeting to answer any questions the Commission may have regarding the property. After the Landmarks Commission has made a recommendation on the Contract application, staff will then take it to the City Council for their review and approval. Once City Council approves the Contract, notarized signatures of both the property owner and City officials must be obtained no later than early- December. The City will endeavor to submit the signed document to the Los Angeles County Recorder for recordation no later than December 28 for benefits to begin the following tax year. Upon receipt of the fully executed and recorded document, the City will then forward it to the Los Angeles County Tax Assessor, who will recalculate the property owner's tax payment (usually mid April). Staff will provide you a copy of the fully executed Contract after it has been sent to the County Tax Assessor. CHECKLIST Please review the attached application form for more information about submittal requirements. If you have any other questions, please contact Steve Mizokami, Senior Planner, Landmarks Commission Liaison, at (310) 458-8341 or by email at steve.mizokami@smgov.net. Before submitting your application, please check that you have included the following items:  Completed application form.  Restoration/Rehabilitation and/or Maintenance Plan.  An Architectural Report identifying the status of all character-defining features of the building prepared by a certified architect.  Financial Analysis form with information required (two highlighted boxes only).  Photographs of all building elevations and character-defining features of the structure(s).  Copy of the Grant Deed for the property.  Copy of latest property tax bill. 5.D.e Packet Pg. 285 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements City of Santa Monica Planning and Community Development Department City Planning Division (310) 458-8341 MILLS ACT CONTRACT APPLICATION Application Number (s)_____________________________ Date Filed: Fee: Receipt # Received by: PROJECT ADDRESS ___________________________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ CONTACT PERSON OTHER THAN APPLICANT (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER: Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ PROPERTY OWNER (if other than applicant): Name: __________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional): Name: _________________________________________ Address: _________________________________________ Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________ 362 Camden Fee, LLC 9744 Wilshire Blvd Ste 203, Beverly Hills, CA 90212 Leo@slhinvestments.com818-425-9776 5.D.e Packet Pg. 286 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure: Is rehabilitation or maintenance needed? (Select one) _____ Rehabilitation _____Maintenance Is the property designated as part of an historic district? Yes ____ No ____ If so, what district? ______________________________ Is the property listed on the National Register of Historic Places? Yes ____ No ____ If so, date of designation: _________________ APPLICATION MATERIALS The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application: An Architectural Report and a Restoration/Rehabilitation plan are required for the designated historic property. If the building is already restored and in good condition, a maintenance list must be submitted to support the need for tax relief. Please submit one (1) unbound, single-sided copy of each of the following items: 1.An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect. 2.A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by acertified architect. Please note that a Mills Act Contract only regulates exterior restoration/rehabilitation and general maintenance of your property. If you are also planning interior work, please include a description of this work in a separate section (please see attached sample plan). 3.A ten (10) year Maintenance Plan with estimate cost and schedule. Please describe all periodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This information must be submitted as a section of the Restoration/Rehabilitation Plan. 4. Photographs (35 mm or digital) of all building elevations and character defining features. 5.Information required for the Financial Analysis (fill in the two highlighted boxes on the attached form). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the information provided. Please note that this forthcoming analysis is only an estimate. The Los Angeles County Office of the Assessor will make a revised tax assessment that will be applicable for the next tax year. 5.D.e Packet Pg. 287 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed). 7. Copy of the latest property tax bill for the property. 8.OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette. I (we) hereby certify that the information contained in this application and attached hereto is correct to the best of my knowledge and that this application is made with the knowledge and consent of the property owner. APPLICANT'S SIGNATURE: ___________________________ DATE: __________ APPLICANT'S SIGNATURE: ___________________________ DATE: __________ I (we) hereby declare under the penalty of perjury that I (we) am (are) the owners of the property involved in this request, or if the owner is a corporation or other entity that I (we) are duly authorized to execute this affidavit on behalf of said corporations or entity. I further declare that the foregoing statements and the information submitted herewith are true and correct. I certify that this application is being made with my consent. ____________________________________ ________________________ PROPERTY OWNER’S SIGNATURE DATE ____________________________________ PROPERTY OWNER'S SIGNATURE DATE 02/14/2022 5.D.e Packet Pg. 288 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street / 171-177 Pier Avenue Santa Monica, California Historic Structure Condition Assessment and Maintenance Plan February 1, 2022 Submitted by: Kaplan Chen Kaplan 2526 Eighteenth Street Santa Monica, CA 90405 David Kaplan, Preservation Architect 5.D.e Packet Pg. 289 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 1 February 1, 2022 CONDITION ASSESSMENT REPORT Overview The site at 174 Kinney Steet/171-177 Pier Avenue contains two building types: the exposed masonry building at 174 Kinney Street and a two story plaster finished building at 171-177 Pier Avenue. The property is a designated City of Santa Monica landmark. The site and buildings at 174 Kinney Steet/171-177 Pier Avenue are in fair condition and need of significant maintenance. Current planning includes ongoing maintenance of character defining features of the historic resource. Project Site Kaplan Chen Kaplan conducted an historic resources condition assessment of 174 Kinney Steet/171-177 Pier Avenue that covers the two parts of the building. The parcel was designated a City of Santa Monica Landmark in 2015. Aerial photo with site and outline of two buildings, one facing north on at 174 Kinney Street and the other facing south at 171-177 Pier Avenue. 5.D.e Packet Pg. 290 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 2 February 1, 2022 According to the Los Angeles County Assessor, the property is identified as 177 Pier Avenue with construction dates of 1909 and 1950. Based on permit research in “171-177 Pier Avenue/174 Kinney Street Landmark Assessment Report – Draft” by Architectural Resources Group, May 20, 2015, the current buildings were generally constructed ca. 1915 and 1926 with the main façade on Kinney street added in 1926. The report described the building as “commercial vernacular in style, with Art Deco and Spanish Colonial Revival elements.” Aerial photo of 174 Kinney Street looking south. Neighborhood and General Building Description The property is located in southwest Santa Monica, on the east side of Neilson Way one block from the Pacific Ocean and a half block from Main Street on the west. The property is within the Main Street commercial district. 5.D.e Packet Pg. 291 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 3 February 1, 2022 The subject parcel is an approximately 90 x 193 foot rectangular site that is generally flat with a slight slope down to the east to Main Street. The Los Angeles County Assessor indicates a total of 14,264 square feet of interior space on the site. The buildings on the site front directly to the public way on three sides but on the east are setback approximately 20 feet from the property line creating a private alley like space the length of the parcel. The northern portion of the building has exposed brick masonry on the north and west street front facades while the east facade is finished with plaster with openings to the outdoor dining area. The northern building features a large one story space with vaulted roof on bow string trusses that has served as a restaurant space since the 1970s. Remodels include the addition of several long windowed light monitors down the center of the ceiling. The building on the south is two stories with commercial storefronts on the ground floor along Pier Avenue with a corner storefront at Neilson Way and offices on the upper floor. The offices are entered from a wood stair in the alleyway on the east side of the property and there is an additional wood exit stair in the planting area on the west along Neilson Way. For site landscape the north façade has small planting areas on either side of the main entry and there is a long strip for planting along Neilson Way with Ficus type bushes that extends the full length of the site to the corner entry at Pier Avenue. A single tall palm tree is also located along Neilson Way toward the south. There is no landscape along Pier Avenue. The alleyway on the east at the south end of the site adjacent to 171-177 Pier Avenue is a small, landscaped court with a large tree that is close to the building and extensive vines that grow up the side of the building and over the rooftop parapet at the second floor. The overall property is in fair condition throughout. Character Defining Features – Condition Assessment and Treatment The primary character-defining features for the site with buildings consisting of Art Deco and Spanish Colonial Revival elements are outlined in the Statement of Official Action (STOA) by the City of Santa Monica Landmarks Commission: “SECTION IV. The following building elements and features shall constitute the historic character-defining features of the building: Kinney Street elevation: 1. Symmetrical arrangement divided into three bays 2. Brick Art Deco pilasters with finials atop pilasters flanking the central bay 3. Recessed entry 4. Exposed brick 5. Large paired fixed wood windows located in each outer bay 5.D.e Packet Pg. 292 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 4 February 1, 2022 Pier Avenue elevation: 1. Flat roof with stepped parapet and finials 2. Chamfered recessed corner entry Neilsen Way elevation: 1. uniformly sized and spaced window openings with concrete lintels “ The following report includes a condition assessment of all key exterior elements including the listed character defining features with strategies for repair, refurbishment and ongoing maintenance of these structures and site. Treatment Guidelines All work is to conform to the Secretary of the Interiors Standards for Treatment of Historic Properties, in particular the Secretary of the Interiors Standards for Rehabilitation. Preservation Briefs published by the National Park Service cover a range of treatments for wood, masonry, cast stone and other typical elements of historic buildings. These Briefs provide overall approaches and best practices to be adapted for specific situations and conditions. Projects at this property are also eligible for application of the California Historic Building Code. 5.D.e Packet Pg. 293 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 5 February 1, 2022 SUMMARY OF REPAIR / MAINTENANCE WORK 174 Kinney Street Sitework, Streetscape Treatment: Paving should be cleaned regularly. Water use around wood entry is to be avoided. Concrete slabs along west should be evaluated for repairs Landscape Treatment: Streetscape landscape should be trimmed regularly with attention to overgrowth. The plantings along Neilson Way may need cleaning out underneath frequently. Should the landscape change, appropriate irrigation should be considered. Foundations / Structural Treatment: Structural engineer to review. Additional seismic strengthening may not be required but areas of missing grout should be filled to avoid water intrusion. These areas may also indicate possible further structural review. Entry Way . Treatment: The woodwork should be re-finished and as an active area of the building should be regularly maintained with cycles of prep and paint. The flooring should also receive a fresh finish to help protect from weather and frequent public use. . Front Windows Treatment: The wood and steel elements should be prepped for a regular cycle of painting. . 5.D.e Packet Pg. 294 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 6 February 1, 2022 Metal Windows Treatment: The metal windows should be prepped for a regular cycle of painting. Operability should be reviewed and missing hardware replaced. . Metal Security Grills Treatment: The metal window grills should be well prepped and painted and then maintained with a regular cycle of prep and paint. Attachments to masonry surround should be reviewed. Masonry Facades Treatment: Masonry should be reviewed for missing grout. All missing and loose pointing mortar should be replaced. Areas of brick separation should be investigated for additional repairs. Clay Tile Parapet Treatment: The tiles should be reviewed for attachment to the building. Missing tiles should be replaced with matching barrel roof tile. Drainage Treatment: Drains should be tested for adequate flow. Appropriate guards should be reviewed for drains to prevent debris from clogging drain lines. Roofing and Rooftop Monitors Treatment: The roof should be reviewed for age and warranty. A cycle of roof replacement should be developed to maintain a watertight enclosure. Side walls with windows at light monitors should be revied and refurbished as needed 5.D.e Packet Pg. 295 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 7 February 1, 2022 Hardware Treatment: Door hardware can be refurbished. Window hardware should be reviewed and refurbished. While not fully original, the door hardware should be reviewed and better aligned and finished where appropriate. New hardware should be compatible with the historic design. Exterior Lights Treatment: The few lights should be reviewed for possible conversion to LED. New exterior lighting can be added for security or lighting in the landscape that illuminates the building but should be carefully considered and installed to be unobtrusive and compatible. Locations on the front façade should be carefully evaluated for new compatible lighting. Electrical Treatment: An electrical engineer should review the system for capacity and safety. Plumbing Treatment: Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building. Mechanical/Heating Treatment: Mechanical system requires ongoing maintenance. An overall review of the mechanical systems may be helpful as well as a review for gas shut off for safety 5.D.e Packet Pg. 296 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 8 February 1, 2022 171 – 175 Pier Avenue Sitework, Streetscape and Signage Treatment: Concrete areas can be patched or replaced. Pavers are not original at storefronts and can also be replaced as needed. The east court concrete is in satisfactory condition but requires cleaning. The brick planter needs repair at separation. Landscape Treatment: The vine that grows across the Pier Ave façade may damage decorative elements and should be cut back. The tree adjacent to the east elevation should be reviewed and trimmed to minimize impact to roof including drainage. The large palm tree on the west should be trimmed of dead leaves and the Ficus bushes maintained. Irrigation may be needed. Foundations / Structural Treatment: Structural engineer to review. Additional seismic strengthening may be recommended. Corner Entry and Storefronts Treatment: Woodwork should be prepped and painted including minor patching. . Side Entries and Wood Stairs Treatment: The wood stairs and rails should be prepped and painted. Any repairs should include better attachment at grade. Safety strips should be added, especially at top and bottom treads 5.D.e Packet Pg. 297 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 9 February 1, 2022 Aluminum Upper Windows Treatment: Operable windows should be reviewed for operation and replacement of missing hardware. Replacement of windows with more compatible can be considered as needed Plaster Finish Treatment: The plaster should be cleaned and painted on regular cycle. Missing and cracked areas should be patched. Decorative Cast Features Treatment: The cast elements should be reviewed, cleaned and treated potentially with a protective consolidant without impacting finishes. Vines should be removed. Attachment of corner arched feature should be reviewed. Clay Tile Parapet Caps Treatment: The tile should be checked for anchorage and missing barrel tiles replaced. Roofing Treatment: The roof should be inspected on a regular cycle and repaired where necessary. Edge details should also be secured. New roofing may be necessary during next 10 years. Drainage Treatment: Drainage should be reviewed and any missing pieces replaced. Drain lines should be checked and cleared of any debris. 5.D.e Packet Pg. 298 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 10 February 1, 2022 Hardware Treatment: Door hardware can be refurbished. Window hardware should be reviewed and refurbished. While not fully original, the door hardware should be reviewed and better aligned and finished where appropriate. Exterior Lights Treatment: The few lights should be reviewed for possible conversion to LED. New exterior lighting can be added for security as well as lighting in the landscape that illuminates the building. The storefronts would be well served by additional lighting. Electrical Treatment: Electrical service should be reviewed. Better and safer access should be provided to the location of meters and electrical boxes. Plumbing Treatment: Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building. Mechanical/Heating Treatment: Mechanical system requires ongoing maintenance. An overall review of the unit mechanical systems may be helpful as well as a review for gas shut off for safety 5.D.e Packet Pg. 299 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 174 Kinney Street – north entry elevation 5.D.e Packet Pg. 300 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 174 Kinney Street along west façade on Nielson Way 5.D.e Packet Pg. 301 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 174 Kinney Street view of side façade on east 5.D.e Packet Pg. 302 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 174 Kinney Street FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework There is minimal site work along the public way with planters flanking the recessed entryway. The front is paved concrete except at the recessed entry with wood flooring. Along the west side of the building is a long planting strip along the public sidewalk the length of the property There are small areas of concrete paving into the landscape at the two side exit areas and at utility meters. . The concrete is in fair condition along the north. The wood floor at the entry is in fair condition with worn finishes. The concrete paving at the side entries and utilities has been damaged. Paving should be cleaned regularly. Water use around wood entry is to be avoided. Concrete slabs along west should be evaluated for repairs 5.D.e Packet Pg. 303 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Landscape The primary landscape features are the planters under the front windows flanking the main entry way. There is also a series of Ficus trees trimmed to bush shapes the length of the building on the west. The landscape is in fair condition. The landscape area is not clearly defined along the west. There is no apparent irrigation.. Streetscape landscape should be trimmed regularly with attention to overgrowth. The plantings along Neilson Way may need cleaning out underneath frequently. Should the landscape change, appropriate irrigation should be considered. 5.D.e Packet Pg. 304 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Foundations/ Structural The footings are not evident but there are seismic upgrades visible with exposed bolts and vertical metal structs around the exterior facades. The front façade also has steel braces behind the projection above the roof. The seismic treatment was sufficient under previous code upgrades but can be studied to determine if additional work would be recommended. There areas of missing grout and slight separation of bricks along the west that may indicate structural stress. Structural engineer to review. Additional seismic strengthening may not be required but areas of missing grout should be filled to avoid water intrusion. These areas may also indicate possible further structural review. 5.D.e Packet Pg. 305 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.e Packet Pg. 306 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Entry Door and Entryway Assembly The recessed entryway with surrounding wood framed storefront.is centrally located on the north façade. . The entryway is in fair condition with surface damaged wood boards and faded finishes especially on the wood flooring. The woodwork should be re- finished and as an active area of the building should be regularly maintained with cycles of prep and paint. The flooring should also receive a fresh finish to help protect from weather and frequent public use. 5.D.e Packet Pg. 307 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Front Windows On either side of the central front entry are large opens with fixed glass windows within wood and steel frames. A flat steel plate creates the header across the openings Both windows have a center wood mullion, dividing the opening into two equal fixed glass panels. The wood frames are in fair condition with wood grain showing through finish paint. The steel header appears straight. The wood and steel elements should be prepped for a regular cycle of painting. 5.D.e Packet Pg. 308 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.e Packet Pg. 309 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Metal Windows and Doors The four openings along the long west elevation consist of metal windows with a central post in each opening to provide a pair of windows in each opening. The openings have brick jambs, concrete header beams and concrete sills. The metal windows are generally intact and in fair condition. The metal windows should be prepped for a regular cycle of painting. Operability should be reviewed and missing hardware replaced. 5.D.e Packet Pg. 310 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.e Packet Pg. 311 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Metal Security Grills The openings along the west façade have gridded metal grills protecting the metal windows. The grills consist of metal rods in an approximately square grid with the outer frame bolted into the masonry jambs, concrete header and sill The grills are in fair condition with areas of rust showing through the paint finish The metal window grills should be well prepped and painted and then maintained with a regular cycle of prep and paint. Attachments to masonry surround should be reviewed. 5.D.e Packet Pg. 312 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Masonry facades The exposed masonry facades run the length of the front (north façade) and along Neilson Way on the west. The front façade was added to create a formal entry to the building and the brick construction and brick type is different than the earlier exterior brick primarily seen along Neilson Way The brick is in fair condition on the north and fair to poor condition on the west with missing grout and areas of separation. The east façade currently not visible from the public way has been strengthened and has a plaster finish over the masonry. Masonry should be reviewed for missing grout. All missing and loose pointing mortar should be replaced. Areas of brick separation should be investigated for additional repairs. 5.D.e Packet Pg. 313 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.e Packet Pg. 314 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Clay Tile Parapet A line of clay barrel tile perpendicular to the parapet runs the length of the west façade on top of the cast stone parapet cap. The pattern consists of single under tiles and double over tiles. The tiles are generally intact and may be attached directly to the parapet cap. A small number of tiles are missing. The tiles should be reviewed for attachment to the building. Missing tiles should be replaced with matching barrel roof tile. 5.D.e Packet Pg. 315 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Roofing, Rooftop Monitors The main roof is covered with sheet roofing and the light monitors with gable roofs are covered with composite shingles. s The roof is in fair condition. The composite shingles on the light monitors are similarly in fair condition. The windows in the light monitors are in fair condition and likely in need repairs and adjustments to maintain water tight enclosure The roof should be reviewed for age and warranty. A cycle of roof replacement should be developed to maintain a watertight enclosure. Side walls with windows at light monitors should be reviewed and refurbished as needed 5.D.e Packet Pg. 316 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Drainage Drainage appears to be through a series of roof drains along the east and west facades and through concealed piping Drains may be in adequate condition but should be tested. Drains should be tested for adequate flow. Appropriate drain guards should be reviewed to prevent debris from clogging drain lines.. 5.D.e Packet Pg. 317 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Hardware No original door hardware remains. The current front door hardware is compatible. A side exit door on Neilson Way does not have exterior hardware. The hardware is in moderate condition. Door hardware can be refurbished. Window hardware should be reviewed and refurbished. New hardware should be compatible with the historic design. . 5.D.e Packet Pg. 318 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Exterior Lights There does not appear to be any original lights although there is a shaped metal bracket on either side of the main entry that may have served as part of a decorative fixtures flanking the entry. There are also pipes down the central two pilasters to apparently gas lamps higher up on the façade. There are also sets of modern projecting lights over the two main windows on either side of the entry. At the top of the two central pilasters are decorative round fixtures with blue lenses and pointed top. The restaurant use has installed a variety of added decorative lights emphasizing the pilaster but those are no longer present. The few exterior lights are in fair condition. Except for the set of projecting lights over the flanking windows, there is very little exterior lighting currently on the building The few lights should be reviewed for possible conversion to LED. New exterior lighting can be added for security or lighting in the landscape that illuminates the building but should be carefully considered and installed to be unobtrusive and compatible. Locations on the front façade should be carefully evaluated for new compatible lighting. 5.D.e Packet Pg. 319 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.e Packet Pg. 320 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Electrical Service access is from the overhead line on the east into the building at roof level. Electrical service gear is along the east wall. . The electrical service appears to be in adequate condition although the overhead lines and connection at the building are exposed. An electrical engineer should review the system for capacity and safety. . 5.D.e Packet Pg. 321 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Plumbing The plumbing service is from the street. There is no obvious failure but possible ongoing issues with buried water lines. Overall service appears adequate. The plumbing service including sewer has not been investigated Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building. 5.D.e Packet Pg. 322 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Mechanical/ Heating The primary heating system appears to be gas. Gas meters are grouped and located on the west side of the building. The mechanical system is currently operational but may require maintenance. There may be older equipment as well as highly visible rusted elements. Rooftop mechanical equipment requires ongoing maintenance. An overall review of the mechanical system may be helpful as well as a review for gas shut off for safety. Rooftop equipment locations should be reviewed for visibility. 5.D.e Packet Pg. 323 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Photographs 171 – 177. Pier Avenue south elevation 5.D.e Packet Pg. 324 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 171 – 177 Pier Avenue west elevation along Nielson Way 5.D.e Packet Pg. 325 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 171 – 177 Pier Avenue corner view at Nielson Way 5.D.e Packet Pg. 326 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 171 – 177 Pier Avenue view along east façade at service alley 5.D.e Packet Pg. 327 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 171-177 Pier Avenue FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework Sitework varies around the building. On the west is an approximately four foot deep setback from the sidewalk, continuing the same planting area along 174 Kinney Street. One section has concrete paving where a wood stair exits from the second floor and then the space continues with Ficus trimmed as bushes The corner entry at Pier Avenue is paved concrete and small setbacks of the storefronts along Pier Avenue have large pavers that match the non-original storefronts, On the east is a small court that doubles as a service access to the rear of 174 Kinney Street with concrete paving and a long brick planter. The paved concrete areas on the west and at corner entry are in poor condition The tile paving at the Pier Avenue storefronts matches pavers on the storefront bulkheads although installation is not well detailed esp. at sidewalk where a sloping strip of concrete is added. The alleyway court on the east is in satisfactory condition. The brick planter has an area of separation. Concrete areas can be patched or replaced. Pavers are not original at storefronts and can also be replaced as needed. The east court concrete is in satisfactory condition but requires cleaning. The brick planter needs repair at separation. . 5.D.e Packet Pg. 328 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Landscape The landscape consists of the Ficus bushes on the west including a mature palm tree, and a large tree and miscellaneous low plantings in the brick enclosed planting area on the east. A vine covers the east facade and grows over the top of the parapet along the south facade to the far corner at Neilson Way. The landscape is in fair condition. There may be no irrigation. The palm tree on west needs trimming. The large tree on the east is adjacent to the façade and taller than the building. The vine on the east covers most of that façade and has grown across the Pier Avenue parapet to the corner The vine that grows across the Pier Ave façade may damage decorative elements and should be cut back. The tree adjacent to the east elevation should be reviewed and trimmed to minimize impact to roof including drainage. The large palm tree on the west should be trimmed of dead leaves and the Ficus bushes maintained. Irrigation may be needed. 5.D.e Packet Pg. 329 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Foundations/ Structural Foundations are not visible around the building. There are metal straps on the west that indicate a possible earlier seismic strengthening. There is no obvious structural weakness but structure may not have been recently evaluated. . Structural engineer to review. Additional seismic strengthening may be recommended . 5.D.e Packet Pg. 330 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Corner Entry and Storefronts on Pier Ave. The corner entry at Pier Avenue is recessed and the two storefronts along Pier Avenue are setback in different configurations. A fan occupies the transom over the corner entry door. The corner entry door and flanking windows are in deteriorating wood frames. The non- original storefronts are in fair condition although the finishes have faded. The wood storefront window frames and wood doors show need for deferred maintenance. A more compatible treatment can be provided at the location of the fan at the transom. Woodwork should be prepped and painted on regular cycle including minor patching. 5.D.e Packet Pg. 331 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan 5.D.e Packet Pg. 332 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan E & W Side Entries with Wood Doors and Stairs Wood stairs on both east and west facades lead to second floor offices. Both stairs with wood rails make straight runs alongside the building to small landings at second floor doors. The stairs are in fair condition. The stair on the west meets grade at a damaged slab and the corner post has an exposed metal bracket. The stair on east is in slightly better condition with less exposure to the sun. The wood stairs and rails should be prepped and painted. Any repairs should include better attachment at grade. Safety strips should be added, especially at top and bottom treads 5.D.e Packet Pg. 333 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Aluminum upper windows Aluminum sliding windows are installed at the second floor Aluminum windows are in fair condition An air conditioning unit protrudes from the corner window over the corner entry The windows are not original. Operable windows should be reviewed for operation and replacement of missing hardware. Replacement of windows with more compatible can be considered as needed 5.D.e Packet Pg. 334 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Plaster Finish The primary exterior material is plaster in a relatively modern “knock- down” finish and all facades The plaster is in adequate condition with areas of minor cracking. There is a small damage at the base near the corner entry. The texture of plaster finish likely dirt filled. The plaster should be cleaned and painted on regular cycle. Missing and cracked areas should be patched. 5.D.e Packet Pg. 335 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Decorative Cast Features Four pointed cast decorative caps are mounted on the decorative parapet cap at the southwest corner of the building. The angled corner at Pier Avenue is also highlighted by a cast decorative element in the arched transom area of the second floor corner window. The decorative cast elements on the roof may be intact but exact condition unknown. The vines have partially overgrown the parapet. The cast elements should be reviewed, cleaned and treated potentially with a protective consolidant without impacting finishes. Vines should be removed. Attachment of corner arched feature should be reviewed. 5.D.e Packet Pg. 336 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Clay Tile Parapet Caps The portion of parapet on the west and south away from the corner treatment with cast decorative elements has a band of barrel clay tiles perpendicular to the street on top. The band of tile is a pattern of one under and one over although tiles are missing at the ends of the parapet. The tile should be checked for anchorage and missing barrel tiles replaced. 5.D.e Packet Pg. 337 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Roofing The roof consists of primarily flat surfaces with composite sheet roofing. Drainage appears concealed although older elements of downspouts remain on the building. The roof should be inspected for ongoing repairs especially around exhaust, vents and other protrusions through the surface as well as the roof edges at parapet. Roof should also be reviewed for ponding and adequate drainage. The roof should be inspected on a regular cycle and repaired where necessary. Edge details should be secured. New roofing may be necessary during next 10 years. . 5.D.e Packet Pg. 338 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Drainage Drainage may be direct from roof through concealed piping. There are abandoned downspouts at the northern end of this building. Sthere appears to be a drain from 171-177 Pier Ave rooof onto the roof of 174 Kinney Street A disconnected downspout may have been part of that system. Condition of drains is unknown. Drainage should be reviewed and any missing pieces replaced. Drain lines should be checked and cleared of any debris. 5.D.e Packet Pg. 339 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Hardware There is minimal hardware at the upper doors and ground floor storefronts. The hardware is in moderate condition. Locksets are a mix of metal type. Door hardware can be refurbished. Window hardware should be reviewed and refurbished. While not fully original, the door hardware should be reviewed and treated where appropriate. 5.D.e Packet Pg. 340 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Exterior Lights There are minimal site and porch lights There is a small industrial light over the two upper doors and an added security light on the west The few exterior lights are fair condition but not energy efficient The few lights should be reviewed for possible conversion to LED. New exterior lighting can be added for security as well as lighting in the landscape that illuminates the building. The storefronts would be well served by additional lighting. 5.D.e Packet Pg. 341 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Electrical Service access is from overhead line from the east. Electrical circuit boxes are along the east wall off the court, The electrical service appears to be in adequate condition although overhead lines and connection at the building are exposed. The boxes are in an area overgrown with landscape. Electrical service should be reviewed. Better and safer access can be provided to the location of meters and electrical boxes. 5.D.e Packet Pg. 342 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Plumbing The plumbing service is from the street. There is no obvious failure and overall service appears adequate The plumbing service including sewer has not been investigated. Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building. 5.D.e Packet Pg. 343 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan Mechanical/ Heating The primary heating system appears to be gas. Gas meters are grouped and located on the west side of the property . The mechanical system currently operational but possibly older equipment Mechanical system requires ongoing maintenance. An overall review of the mechanical systems may be helpful as well as a review for gas shut off for safety 5.D.e Packet Pg. 344 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic MILLS ACT MAINTENANCE PLAN174 Kinney Street, 171-175 Pier Avenue,Santa Monica MAINTENANCE SCOPE: 174 Kinney Street Item #Year Feature Location Recommended Treatment Total Maintenance per Secr of Ints Stds.(Est. Budgets) 174 Kinney Street Yrs 1-10 SITE 1 annual Sitework Frontwalk Clean and repair paving as needed 3,500.00$ Side patio on east Maintain flooring at inset entry 2 monthly Landscape Planting area flanking entry Maintain landscape 300/mo.36,000.00$ Planting along west Check irrigation as needed Review planting design flanking entry EXTERIOR 3 as needed Foundations/Structural Footings Review previous seismic work 5,000.00$ Previous seismic project Check anchors. Refurbish at rusted bolts 4 3 yr cycle Entry Door assembly Front entry (north)Maintain wood windows, siding & door 6,000.00$ Prep and paint 5 3 year cycle Front Windows Fixed glass in wood frames Maintain wood surrounds. Prep and paint 3,000.00$ on regular cycle 6 5 yr cycle Metal windows West façade and east Maintain all, Prep and paint in cycle 60,000.00$ Adjust for water tight fit as needed 7 5 yr cycle Metal security grills along west façade Prep and paint with windows 15,000.00$ Repair as needed 8 year 1 Masonry façades Primarily north and west Review for missing pointing mortar 100,000.00$ 5 yr cycle elevations Review missing grout at separation on west, repair and repoint 9 Year 1 Clay Tile Parapet West façade parapet Review for loose clay tiles, repair as 8,500.00$ 5 yr cycle needed 10 as needed Drainage Rooftop internal drainage Test and clear as needed 4,000.00$ & with roof Drainage to adjacent roof Check for disconnected downspouts 11 inspection Roofing Roof throughout Review for repairs or possible roof 100,000.00$ year 1 Rooftop monitors with Monitors along center replacement. Check for drainage & as needed windows Review roof monitors for water tight detail 12 as needed Hardware Front entry Maintain hardware, repair as needed 2,000.00$ (side door no hardware) 13 as needed Exterior lights Front entry Provide sufficient lighting for safety and 4,000.00$ security. Provide compatible lighting at front entry SYSTEMS 14 as needed Electrical Overhead at east Confirm service, repair as needed 10,000.00$ 15 as needed Plumbing Main service & connections Maintain plumbing, fix all damaged 40,000.00$ elements immediately 16 as needed Mechanical/Heating Building May require update/replacement 6,000.00$ Review rooftop equipment visible along Nielson Way, possble screening SUBTOTAL 174 Kinney Avenue 403,000.00$ 2022 Page 1 of 2 174 Kinney Street, 171-175 Pier Avenue,Santa Monica 5.D.e Packet Pg. 345 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements MILLS ACT MAINTENANCE PLAN174 Kinney Street, 171-175 Pier Avenue,Santa Monica MAINTENANCE SCOPE: 171 - 175 Pier Avenue Item #Year Feature Location Recommended Treatment Total Rehabilitation per Secr of Ints Stds.(Est. Budgets) 171 - 175 Pier Avenue Yrs 1-10 SITE 17 bi-annual Sitework Entry areas at storefronts Maintain streetfronts 9,000.00$ Side court on west 18 monthly Landscape Planting on west, court on Maintain landscape around 100/mo.12,000.00$ east with planter & large tree. Trim vines away from deco features Vines on upper parapet Review tree touching building and parapet EXTERIOR 19 as needed Foundations/Structural Footings Observe for structural issues. Upgrade 5,000.00$ Minimal seismic as needed 20 3 yr cycle Corner entry and Storefronts Streetfronts at corner and Maintain windows, doors and finishes 10,000.00$ on Pier Ave south elevation If new storefronts then to be compatible 21 5 yr cycle E & W side entries with West and east elevations Review steps and rail for safety 8,000.00$ wood doors & wood stairs Refurbish as needed 22 5 yr cycle Aluminum upper windows Upper floor Clean and maintain 6,000.00$ If any replacements, all should be replaced with compatible 23 5 yr cycle Plaster finish All facades (incl upper Maintain and paint as needed. Plaster 80,000.00$ north façade)texture and deco paint treatment not orig. Refurbish, prep and paint all 24 year 1 Decorative cast features Decorative cast caps on Check anchorage. Maintain coating 15,000.00$ 5 yr cycle parapet, decoration at Review at roof, Patch as needed upper corner window 25 year 1 Clay tile parapet cap West parapet cap Check attachments, Replace broken tiles 4,500.00$ 5 yr cycle 26 year 1 Roofing Flat roof, sheet roofing Inspect and repair/replace roof as 50,000.00$ & as needed needed 27 year 1 Drainage Rooftop and downspouts Review, test drainage, replace missing 4,000.00$ & as needed 28 5 yr cycle Hardware Doors and Windows Maintain door and window hardware 3,000.00$ 29 3 yr cycle Exterior Lights Upper stair landings Review exterior lighting for security &4,000.00$ Minimal exterior lighting safety. Supplement as needed Fixtures to be compatible SYSTEMS 30 as needed Electrical Overhead at east Observe and repair any electrical issues 12,000.00$ Controls, meters on east 31 as needed Plumbing Restrooms Maintain plumbing, fix all damaged 15,000.00$ elements immediately 32 as needed Mechanical/Heating incl rooftop equipment May require repair/update 10,000.00$ Corner window AC unit Remove exposed window unit at corner 2nd floor window SUBTOTAL 171-175 Pier Avenue 240,500.00$ TOTAL MILLS ACT PLAN 10 Years 643,500.00$ 2022 Page 2 of 2 174 Kinney Street, 171-175 Pier Avenue,Santa Monica 5.D.e Packet Pg. 346 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):__________________________________REVENUESCurrent1) Monthly Rental Income 3% 2) Annual Rental IncomeANNUAL EXPENSESGen. Expenses: 25% SFD, Others 30% Vacancy loss 3% $08) Total Expenses $0 (Sum Lines 8-9) NET OPERTING INCOME $0 (Line 2 Minus 8)CAPITALIZATION RATE9) Interest Component 5.5%10) Historic Property Risk 4% (2%, or 4% for SFD)11) Property Tax Component 1%12) Amortization Component 0.5%13) Capitalization Rate 11% (Sum Line 9 - 12)TAXES14) Mills Act Assessment $0 (NOI/ Line 13)15) Tax Under Mills Act $0 (Line 14 X .01035146)16) Current Tax17) Tax Savings (Line 16 - Line 15) $018) Annual Costs to City (Line 17 X 16%) $0138,790.1731,725380,7005.D.ePacket Pg. 347Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 5.D.e Packet Pg. 348 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.e Packet Pg. 349 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.e Packet Pg. 350 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.e Packet Pg. 351 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements CITY OF SANTA MONICA OAKS INITIATIVE NOTICE NOTICE TO APPLICANTS, BIDDERS, PROPOSERS AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS, OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk. This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica. All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period. In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months. 5.D.f Packet Pg. 352 Attachment: OAKS INITIATIVE FORM 2602 3rd Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements CITY OF SANTA MONICA OAKS INITIATIVE DISCLOSURE FORM In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Public benefits include: 1. Personal services contracts in excess of $25,000 over any 12-month period; 2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period; 3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period; 4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period; 5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000; 6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or 7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period. Name(s) of persons or entities receiving public benefit: Name(s) of trustees, directors, partners, and officers: Name(s) of persons with more than a 10% equity, participation, or revenue interest: Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY: Bid/PO/Contract # ____________________________ Permit # ___________________________ 5.D.f Packet Pg. 353 Attachment: OAKS INITIATIVE FORM 2602 3rd Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.g Packet Pg. 354 Attachment: OAKS INIATIVE FORM 227 Beach Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 5.D.g Packet Pg. 355 Attachment: OAKS INIATIVE FORM 227 Beach Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements CITY OF SANTA MONICA OAKS INITIATIVE NOTICE NOTICE TO APPLICANTS, BIDDERS, PROPOSERS AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS, OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk. This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica. All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period. In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months. DocuSign Envelope ID: 6FBC1A94-6F4F-4DDB-AF5F-69DC2EDD028C 5.D.h Packet Pg. 356 Attachment: OAKS INITIATIVE FORM 227 Broadway (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements CITY OF SANTA MONICA OAKS INITIATIVE DISCLOSURE FORM In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Public benefits include: 1. Personal services contracts in excess of $25,000 over any 12-month period; 2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period; 3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period; 4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period; 5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000; 6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or 7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period. Name(s) of persons or entities receiving public benefit: Name(s) of trustees, directors, partners, and officers: Name(s) of persons with more than a 10% equity, participation, or revenue interest: Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY: Bid/PO/Contract # ____________________________ Permit # ___________________________ DocuSign Envelope ID: 6FBC1A94-6F4F-4DDB-AF5F-69DC2EDD028C Mark A. Schurgin, President Rosalind J. Schurgin, Vice President Michelle Schurgin, Vice President Jonathan Schurgin, Vice President Stuart Mercer, CFO Jill Rosenberg, Secretary 8/19/2022 Jonathan Schurgin Stanley Gribble and Mark Schurgin Vice President per LLC Agreement 310.665.9665 (Eli) 310.665.9658 (Jonathan) Eli Mahl - e.mahl@festivalcos.com Jonathan Schurgin - jschurgin@festivalcos.com Known as the Keller Block Building aka 3RD + BROADWAY. 227 Broadway Santa Monica, CA 90401 Keller Block, LLC - a Delaware Limited Liability Company Keller Block II, LLC - a Delaware Limited Liability Company 5.D.h Packet Pg. 357 Attachment: OAKS INITIATIVE FORM 227 Broadway (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements CITY OF SANTA MONICA OAKS INITIATIVE NOTICE NOTICE TO APPLICANTS, BIDDERS, PROPOSERS AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS, OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk. This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica. All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period. In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months. 5.D.i Packet Pg. 358 Attachment: OAKS INITIATIVE FORM 174 Kinney 171-177 Pier (5255 : Adoption of Resolutions Approving Historic Property Preservation CITY OF SANTA MONICA OAKS INITIATIVE DISCLOSURE FORM In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Public benefits include: 1. Personal services contracts in excess of $25,000 over any 12-month period; 2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period; 3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period; 4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period; 5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000; 6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or 7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period. Name(s) of persons or entities receiving public benefit: Name(s) of trustees, directors, partners, and officers: Name(s) of persons with more than a 10% equity, participation, or revenue interest: Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY: Bid/PO/Contract # ____________________________ Permit # ___________________________ 5.D.i Packet Pg. 359 Attachment: OAKS INITIATIVE FORM 174 Kinney 171-177 Pier (5255 : Adoption of Resolutions Approving Historic Property Preservation CITY OF SANTA MONICA OAKS INITIATIVE NOTICE NOTICE TO APPLICANTS, BIDDERS, PROPOSERS AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS, OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk. This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica. All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period. In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months. 5.D.j Packet Pg. 360 Attachment: OAKS INITIATIVE FORM 818 Grant Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements CITY OF SANTA MONICA OAKS INITIATIVE DISCLOSURE FORM In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Public benefits include: 1. Personal services contracts in excess of $25,000 over any 12-month period; 2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period; 3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period; 4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period; 5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000; 6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or 7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period. Name(s) of persons or entities receiving public benefit: Name(s) of trustees, directors, partners, and officers: Name(s) of persons with more than a 10% equity, participation, or revenue interest: Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY: Bid/PO/Contract # ____________________________ Permit # ___________________________ 5.D.j Packet Pg. 361 Attachment: OAKS INITIATIVE FORM 818 Grant Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS) (City Council Series) A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 227 BEACH STREET, SANTA MONICA IN ACCORDANCE WITH GOVERNMENT CODE SECTION 50280 AND SANTA MONICA MUNICIPAL CODE SECTION 9.56.270(F) WHEREAS, California Government Code Sections 50280 et seq. authorize a city to enter into a historical property contract with the owner of any qualified historical property to restrict the use of such property so that it retains its historically significant characteristics in return for which the property owner obtains property tax relief; and WHEREAS, Santa Monica Municipal Code Section 9.56.270(F) provides that designated Structures of Merit, Landmarks, and contributing structures located in Historic Districts that are privately owned and not exempt from taxation shall be considered qualified historical properties eligible to enter into historical property contracts with the City; and WHEREAS, Section 9.56.270(F) further provides that the City Council shall, by resolution, approve a historical property contract with the owner of a qualified historical property, provided that the property meets all requirements set forth in Section 9.56.270(F); and 5.D.k Packet Pg. 362 Attachment: CDD - Reso - Mills Act (227 Beach) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 227 Beach Street is a contributing structure located in the Third Street Neighborhood Historic District and the owner of the property has filed an application to enter into a historical property contract with the City; and WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 227 Beach Street. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F): A. The property located at 227 Beach Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation. B. The property located at 227 Beach Street is not subject to a tax delinquency. C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 227 Beach Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties. SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with 5.D.k Packet Pg. 363 Attachment: CDD - Reso - Mills Act (227 Beach) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 227 Beach Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq. SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect. APPROVED AS TO FORM: ______________________________ DOUGLAS SLOAN City Attorney 5.D.k Packet Pg. 364 Attachment: CDD - Reso - Mills Act (227 Beach) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS) (City Council Series) A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 2602 THIRD STREET, SANTA MONICA IN ACCORDANCE WITH GOVERNMENT CODE SECTION 50280 AND SANTA MONICA MUNICIPAL CODE SECTION 9.56.270(F) WHEREAS, California Government Code Sections 50280 et seq. authorize a city to enter into a historical property contract with the owner of any qualified historical property to restrict the use of such property so that it retains its historically significant characteristics in return for which the property owner obtains property tax relief; and WHEREAS, Santa Monica Municipal Code Section 9.56.270(F) provides that designated Structures of Merit, Landmarks, and contributing structures located in Historic Districts that are privately owned and not exempt from taxation shall be considered qualified historical properties eligible to enter into historical property contracts with the City; and WHEREAS, Section 9.56.270(F) further provides that the City Council shall, by resolution, approve a historical property contract with the owner of a qualified historical property, provided that the property meets all requirements set forth in Section 9.56.270(F); and 5.D.l Packet Pg. 365 Attachment: CDD - Reso - Mills Act (2602 3rd) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 2602 Third Street is a contributing structure located in the Third Street Neighborhood Historic District and the owner of the property has filed an application to enter into a historical property contract with the City; and WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 2602 Third Street. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F): A. The property located at 2602 Third Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation. B. The property located at 2602 Third Street is not subject to a tax delinquency. C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 2602 Third Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties. SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with 5.D.l Packet Pg. 366 Attachment: CDD - Reso - Mills Act (2602 3rd) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 2602 Third Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq. SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect. APPROVED AS TO FORM: ______________________________ DOUGLAS SLOAN City Attorney 5.D.l Packet Pg. 367 Attachment: CDD - Reso - Mills Act (2602 3rd) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS) (City Council Series) A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 227 BROADWAY, SANTA MONICA IN ACCORDANCE WITH GOVERNMENT CODE SECTION 50280 AND SANTA MONICA MUNICIPAL CODE SECTION 9.56.270(F) WHEREAS, California Government Code Sections 50280 et seq. authorize a city to enter into a historical property contract with the owner of any qualified historical property to restrict the use of such property so that it retains its historically significant characteristics in return for which the property owner obtains property tax relief; and WHEREAS, Santa Monica Municipal Code Section 9.56.270(F) provides that designated Structures of Merit, Landmarks, and contributing structures located in Historic Districts that are privately owned and not exempt from taxation shall be considered qualified historical properties eligible to enter into historical property contracts with the City; and WHEREAS, Section 9.56.270(F) further provides that the City Council shall, by resolution, approve a historical property contract with the owner of a qualified historical property, provided that the property meets all requirements set forth in Section 9.56.270(F); and 5.D.m Packet Pg. 368 Attachment: CCD - Reso - Mills Act (227 Broadway) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property 2 WHEREAS, the property located at 227 Broadway is a designated Landmark and the owner of the property has filed an application to enter into a historical property contract with the City; and WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 227 Broadway NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F): A. The property located at 227 Broadway has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation. B. The property located at 227 Broadway is not subject to a tax delinquency. C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 227 Broadway conform to the Secretary of Interior’s Standards for the treatment of Historic Properties. SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with 5.D.m Packet Pg. 369 Attachment: CCD - Reso - Mills Act (227 Broadway) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property 3 the owner of the property located at 227 Broadway, Santa Monica, California in accordance with Government Code Sections 50280 et seq. SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect. APPROVED AS TO FORM: ______________________________ DOUGLAS SLOAN City Attorney 5.D.m Packet Pg. 370 Attachment: CCD - Reso - Mills Act (227 Broadway) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS) (City Council Series) A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 174 KINNEY STREET, SANTA MONICA IN ACCORDANCE WITH GOVERNMENT CODE SECTION 50280 AND SANTA MONICA MUNICIPAL CODE SECTION 9.56.270(F) WHEREAS, California Government Code Sections 50280 et seq. authorize a city to enter into a historical property contract with the owner of any qualified historical property to restrict the use of such property so that it retains its historically significant characteristics in return for which the property owner obtains property tax relief; and WHEREAS, Santa Monica Municipal Code Section 9.56.270(F) provides that designated Structures of Merit, Landmarks, and contributing structures located in Historic Districts that are privately owned and not exempt from taxation shall be considered qualified historical properties eligible to enter into historical property contracts with the City; and WHEREAS, Section 9.56.270(F) further provides that the City Council shall, by resolution, approve a historical property contract with the owner of a qualified historical property, provided that the property meets all requirements set forth in Section 9.56.270(F); and 5.D.n Packet Pg. 371 Attachment: CDD - Reso - Mills Act (174 Kinney) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 174 Kinney Street is a designated Landmark and the owner of the property has filed an application to enter into a historical property contract with the City; and WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 174 Kinney Street. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F): A. The property located at 174 Kinney Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation. B. The property located at 174 Kinney Street is not subject to a tax delinquency. C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 174 Kinney Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties. SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with 5.D.n Packet Pg. 372 Attachment: CDD - Reso - Mills Act (174 Kinney) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 174 Kinney Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq. SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect. APPROVED AS TO FORM: ______________________________ DOUGLAS SLOAN City Attorney 5.D.n Packet Pg. 373 Attachment: CDD - Reso - Mills Act (174 Kinney) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS) (City Council Series) A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 818 GRANT STREET, SANTA MONICA IN ACCORDANCE WITH GOVERNMENT CODE SECTION 50280 AND SANTA MONICA MUNICIPAL CODE SECTION 9.56.270(F) WHEREAS, California Government Code Sections 50280 et seq. authorize a city to enter into a historical property contract with the owner of any qualified historical property to restrict the use of such property so that it retains its historically significant characteristics in return for which the property owner obtains property tax relief; and WHEREAS, Santa Monica Municipal Code Section 9.56.270(F) provides that designated Structures of Merit, Landmarks, and contributing structures located in Historic Districts that are privately owned and not exempt from taxation shall be considered qualified historical properties eligible to enter into historical property contracts with the City; and WHEREAS, Section 9.56.270(F) further provides that the City Council shall, by resolution, approve a historical property contract with the owner of a qualified historical property, provided that the property meets all requirements set forth in Section 9.56.270(F); and 5.D.o Packet Pg. 374 Attachment: CDD - Reso - Mills Act (818 Grant) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 818 Grant Street is a designated Landmark and the owner of the property has filed an application to enter into a historical property contract with the City; and WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 818 Grant Street. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F): A. The property located at 818 Grant Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation. B. The property located at 818 Grant Street is not subject to a tax delinquency. C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 818 Grant Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties. SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with 5.D.o Packet Pg. 375 Attachment: CDD - Reso - Mills Act (818 Grant) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 818 Grant Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq. SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect. APPROVED AS TO FORM: ______________________________ Douglas Sloan City Attorney 5.D.o Packet Pg. 376 Attachment: CDD - Reso - Mills Act (818 Grant) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2022 -- SUMMARY OF ESTIMATE FINANCIAL ANALYSIS FOR MILLS ACT CONTRACTS** Property Address Est. Assessed Value (MILLS ACT) Current Tax (Prop. 13) Est. Tax (MILLS ACT) Est. Reduction in Property Tax City Revenue (Prop. 13) City Revenue (MILLS ACT) City Revenue Reduction Est. Reduction in Property Tax as a % 2602 3rd Street $790,411 $72,316 $10,045 $62,271 $11,571 $1,607 ($9,964) 86% 227 Beach Street $12,409 $66,782 $1,284 $65,498 $10,685 $205 ($10,480) 98% 227 Broadway $2,822,247 $146,294 $29,241 $117,080 $23407 $4,674 ($18,733) 80% 818 Grant Street. $1,533,276 $42,549 $15,872 $15,872 $23,407 $2,539 ($20,867) 89% 174 Kinney Street $3,078,630 $138,790 $31,868 $46,850 $22,206 $5,099 ($17,107) 77% ** estimate $14,124 5.D.p Packet Pg. 377 Attachment: Mills Act Financial Analysis [Revision 1] (5255 : Adoption of Resolutions Approving Historic