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SR 10-24-2023 5G City Council Report City Council Meeting: October 24, 2023 Agenda Item: 5.G 1 of 8 To: Mayor and City Council From: David Martin, Director, City Planning Subject: Adoption of a Resolution approving Historic Property Preservation Agreement (Mills Act Contract) Recommended Action Staff recommends that the City Council: 1. Adopt a finding of categorical exemptions pursuant to Sections 15308 and 15331 of the California Environmental Quality Act (CEQA) Guidelines. 2. Adopt the attached Resolution authorizing the City Manager to execute Historic Property Preservation Agreement (Mills Act Contract) between the City of Santa Monica and the owners of City-designated historic resources located at 3014 4th 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, one- hundred properties in Santa Monica are protected with Mills Act contracts. The City received one application for consideration in 2023, a multifamily residential property. On September 11, 2023, the Landmarks Commission reviewed and recommended approval of the contract. Staff has determined that the application meets 5.G Packet Pg. 90 2 of 8 all applicable requirements of State law and the Santa Monica Municipal Code. Therefore, staff recommends approval of the Mills Act Contract for 3014 Fourth Street. Mills Act contracts are approved by Resolution of the City Council (Attachment B). 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 such 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 Santa Monica Municipal Code 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 10-year maintenance plan submitted to the County Tax Assessor's office which determines the value of the historic property 5.G Packet Pg. 91 3 of 8 based upon its current net operating income, rather than upon the traditional assessed valuation method. In most cases, the result is a reduction 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 is one multi-family application for consideration for this calendar year; 3014 Fourth Street. Staff has determined that the property qualifies under SMMC 9.56.270(F), as there are no confirmed or outstanding Code violations; the property is current in property tax payments; and all 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 this property are discussed below. 5.G Packet Pg. 92 4 of 8 Figure 1: Photo of 3014 Fourth Street (central drive aisle) A Mills Act Contract is proposed for the 21-unit property constructed over a twenty-two year period with periods of significance including the years 1922, 1925 and 1944. The initial structure was constructed in 1922. The residential building and parcel were designated as a City Landmark on November 11, 2022. The character defining features include: • Two-lot assembled parcel, bisected by a central driveway, containing an H shaped residential building complex and a formal garden; • Asymmetrical massing of one to three stories, accommodating the slope of the property, bridging the driveway, and reflecting growth by accretion over time; • Eclectic architectural character consisting of Spanish Colonial Revival styling combined with Streamline Moderne and Hollywood Regency elements; • Complex roof configuration, with gabled and flat portions and a truncated turret; 5.G Packet Pg. 93 5 of 8 • Primary exterior materials of textured stucco, with partial clay tile roofing and coping; • Varied fenestration, incorporating flat-headed and arched openings, fixed, double- hung, and casement windows; single- and multi- light windows in varying patterns. As part of the Mills Act application, an 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 work.  As discussed more fully in Attachment A, the property appears, given the current repairs, to be in excellent condition. One Certificate of Appropriateness was issued for the replacement of the rear retaining wall on March 13, 2023. As discussed more fully in Attachment A the property has been brought up to excellent condition. A substantial amount of site work was completed during the 2022-2023 year period. The scope of this work includes a re-roof, rebuild of the west retaining wall, hardscape and paving, landscape and irrigation, painting, window and door rehabilitation. Major systems repair or replacement include foundation and structural work, mechanical HVAC systems, plumbing, electrical, and installation of a fire sprinkler system. A portion of the work was approved with Certificate of Appropriateness 22ENT-0316, however, the majority of the work was undertaken prior to the Landmark designation, approved under 17BLD-2756 issued in 2018. The remaining rehabilitation costs specify hiring a conservator to evaluate and restore the tile work along the walkways, stoops and patios. The restoration of the rear garden fountain requires a conservator to salvage and restore existing tiles, construct new tiles and repair the fountain’s functionality. The remaining restoration work includes rebuilding the south retaining wall, a seismic upgrade, rehabilitation of doors and window as well as repair and replacement where necessary of existing hardware by a licensed contractor. As noted in the Rehabilitation/ Restoration plan, work described will be done in the immediate/near future. The applicant has developed a 10-year 5.G Packet Pg. 94 6 of 8 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 $47,000 with all identified exterior restoration/rehabilitation projected to cost $2,989,636 over the initial 10-year contract period.   Environmental Review Approval of the Mills Act contract is categorically exempt from the California Environmental Quality Act pursuant to Sections 15308 and 15331 of the CEQA Guidelines. Section 15308 exempts actions taken by regulatory agencies to assure the maintenance, restoration, enhancement, or protection of the environment where the regulatory process involves procedures for protection of the environment. Approval of Section 15331 exempts projects that are limited to the maintenance, repair, stabilization, rehabilitation, restoration, preservation, conservation or reconstruction of historical resources in a manner consistent with the Secretary of the Interior’s Standards. Approval of the Mills Act contract would ensure protection of the historic environment and conservation of the historic Landmark property, and therefore is categorically exempt from CEQA. 5.G Packet Pg. 95 7 of 8 Figure 2: Photo of 3014 Fourth Street rear elevation 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 $4,804 for FY 2024- 25 and subsequent years thereafter. A summary financial analysis table is included as Attachment C. 5.G Packet Pg. 96 8 of 8 Prepared By: Regina Szilak, Associate Planner Approved Forwarded to Council Attachments: A. 3014 4th Street application materials B. Resolution Mills Act Contract 3014 4th Street C. 2023 Mills Act Financial Analysis D. 3014 4th_oaks initiative form E. PowerPoint Presentation 5.G Packet Pg. 97 23ENT-00935.G.aPacket Pg. 98Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills 5.G.aPacket Pg. 99Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills 5.G.aPacket Pg. 100Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills MILLS ACT CONTRACT APPLICATION RESTORATION/REHABILITATION AND MAINTENANCE PLANS 3014 Fourth 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: Jeff Appel, United Property Management, Inc. May 30, 2023 CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS By: _________________________________ Robert Jay Chattel, AIA, President 5.G.a Packet Pg. 101 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 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.G.a Packet Pg. 102 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA RESTORATION/REHABILITATION AND MAINTENANCE PLANS CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1 I. RESTORATION/REHABILITATION PLAN This Restoration/Rehabilitation Plan outlines completed and proposed completed and future 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 retaining walls and tile conservation 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 EXTERIOR Contract Year of Completion Feature Task Estimated Cost 2022 Hardscape Site demolition, construct new walkways and driveway $163,140 2022 Landscape Excavation, grading, drainage, landscaping, irrigation, wrought iron fence $269,952 2023 West Retaining Wall Stabilization of retaining wall, demolish existing garden hardscape and fountain basin, salvage back portion of fountain, protect in place, excavation, seismic retrofit $180,000 2023 Fountain Engage conservator, salvage and restore tiles, source new tiles or engage fabricator to create new tiles, reconstruct fountain, install restored and new tiles $75,000 2023 Hardscape Reconstruct flagstone garden patio, repair asphalt driveway $30,000 2023 Landscape Landscaping, irrigation around reconstructed fountain $10,000 2025 Tile Walkways, Patios, and Stoops Engage conservator, salvage and restore tiles, source new tiles or engage fabricator to create new tiles, replace missing or severely damaged tiles. $25,000 2027 South Retaining Wall Stabilization of the retaining wall, demolish portion of driveway, excavation, seismic retrofit $75,000 Total site cost $828,092 Contract Year of Completion Feature Task Estimated Cost 2022 Roof Remove roofing material, replace decking, install insulation and waterproofing, install roofing, repair gutters and downspouts. $139,202 2022 Stucco Remove damaged stucco, waterproofing, reinstall stucco. $101,450 2022 Sheet Metal Remove damaged sheet metal, waterproofing, reinstall stucco. $10,090 5.G.a Packet Pg. 103 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA RESTORATION/REHABILITATION AND MAINTENANCE PLANS CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2 SYSTEMS 2022 Paint Apply paint to new stucco, prepare existing wood windows, doors, trim to receive paint, apply paint to wood features. $78,428 2022 Doors and Windows Rehabilitate existing wood windows and doors, fabricate new wood windows to replace windows that were not in conformance. $53,201 2025 Doors and Windows Rehabilitate hardware and function of doors and windows. $5,000 Total exterior cost $387,371 Contract Year of Completion Feature Task Estimated Cost 2022 Structural Engaged a structural engineer, implement recommendations for foundations, addition of structural steel and reinforced framing. $60,616 2022 Mechanical/ HVAC Engaged a qualified HVAC specialist, removed HVAC in vacant units, installed mini-split systems. $89,048 2022 Electrical Engaged a qualified electrician, upgraded panel, replaced wiring, replaced exterior outlets, new lighting. $66,612 2022 Plumbing Engaged a qualified plumbing contractor, removed and replaced galvanized and corroded water supply and waste lines, replaced main sewer line. $232,938 2022 Fire Suppression Installed new fire sprinkler system throughout interior of property $99,406 Total systems cost $548,620 Total completed and proposed restoration/rehabilitation cost $1,764,083 5.G.a Packet Pg. 104 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 3014 FOURTH 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 walkways retain a flat surface to avoid tripping hazards. $3,000 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. $5,000 Total site maintenance cost $8,000 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. $3,500 As needed Roof Roofing repairs and maintenance. Clear any debris from roof and gutter system, and ensure sealant is in good condition. $5,000 As needed Paint Maintain exterior painted finish. $2,500 As needed Termite and pest control Termite prevention maintenance and pest control. $500 Total exterior maintenance cost $11,500 5.G.a Packet Pg. 105 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 3014 FOURTH 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 $1,000 As needed Mechanical Annual maintenance $2,500 As needed Electrical Annual maintenance $1,000 As needed Plumbing Annual maintenance $2,500 As needed Gutter and downspout system Annual maintenance $1,000 Total systems maintenance cost $8,000 Total proposed annual maintenance cost $27,500 5.G.a Packet Pg. 106 Attachment: 3014 4th Street application materials (6006 : Adoption of a 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%)$03014 Fourth Street, Santa Monica, CA$42,153$505,836$61,1155.G.aPacket Pg. 107Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 5.G.a Packet Pg. 108 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 5.G.a Packet Pg. 109 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 5.G.a Packet Pg. 110 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 5.G.a Packet Pg. 111 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements 5.G.a Packet Pg. 112 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements MILLS ACT CONTRACT APPLICATION ARCHITECTURAL REPORT 3014 Fourth Street Santa Monica, California 90405 Prepared for: City of Santa Monica Planning & Community Development Prepared by: Chattel, Inc. | Historic Preservation Consultants Los Angeles Prepared on behalf of: Jeff Appel, United Property Management, Inc. May 30, 2023 CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS By: ____________________________________ Robert Jay Chattel, AIA, President 5.G.a Packet Pg. 113 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic TABLE OF CONTENTS I. Introduction ............................................................................................................................................................................................................... 1 II. Qualifications ............................................................................................................................................................................................................ 3 III. Secretary of the Interior’s Standards for the Treatment of Historic Properties ...................................................................................................... 4 IV. Statement of Significance ........................................................................................................................................................................................ 6 V. Physical Description .................................................................................................................................................................................................. 8 SETTING AND OVERALL DESCRIPTION .............................................................................................................................................................. 8 EXTERIOR .......................................................................................................................................................................................................... 9 ALTERATIONS ................................................................................................................................................................................................. 12 VI. Rehabilitation, Restoration, and Maintenance Recommendations ....................................................................................................................... 14 COMPLETED WORK ........................................................................................................................................................................................ 15 SITE .................................................................................................................................................................................................... 15 EXTERIOR ........................................................................................................................................................................................... 19 SYSTEMS ............................................................................................................................................................................................ 26 ONGOING WORK ............................................................................................................................................................................................ 30 SITE .................................................................................................................................................................................................... 30 FUTURE WORK ............................................................................................................................................................................................... 30 SITE .................................................................................................................................................................................................... 30 EXTERIOR ........................................................................................................................................................................................... 35 VII. Conclusion ............................................................................................................................................................................................................. 36 5.G.a Packet Pg. 114 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1 I. INTRODUCTION This Architectural Report documents existing conditions of the twenty-one units at the 3014 Fourth Street in Santa Monica, California (Assessor’s Parcel Number 4287-010- 022, subject property) and provides recommendations for future rehabilitation, restoration, and maintenance work for the purpose of entering into a Mills Act contract with the City of Santa Monica (City). The subject property is an eclectic, “H”-shaped apartment complex that evolved and expanded over a period of twenty-two years. It consists of a one-story house with one- to three-story rear additions, a two- and three- story, rectangular apartment building with lower level garages, and a two story bridge or hyphen connection between the two primary buildings (Figure 1). The subject property was designated as a City Landmark on November 14, 2022. The original improvements on the property, the house and the garden, were constructed in 1922 in the Spanish Colonial Revival style and are presumed to have been designed by architect Francis D. Rutherford.1 A double garage with a room above it was added to the property in 1925 (the east end of the south building, closest to 4th Street) by builder C. L. Schneider. The west addition to the original house was also constructed by builder C.L. Schneider in 1926. In 1944, the 1925 garage building was converted into an apartment and the south building and hyphen were constructed by builder Samuel Silver, introducing Streamline Moderne and Hollywood Regency elements into the design and resulting in an eclectic combination of styles and periods. Located on the crest of a hill near the southern boundary of the City of Santa Monica, the complex is an intrinsic component of the streetscape and representative of the diverse residential development that characterizes its Ocean Park neighborhood. Proposed work on properties designated as City Landmarks are subject to review by City Planning Division staff and the Landmarks Commission for conformance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties (Secretary’s Standards). 1 This presumption is based on a March 9, 1922 building permit for basement walls crediting F. D. Rutherford as architect, the earliest permit for the property in the City files. No permit for the house itself is the file. The next extant permit is for the 1925 improvements, and indicates that the five room plus basement residence is already on the property. Figure 1: Subject property Key Parcel boundary Aerial photograph of subject property with lots denoted in red, yellow and green (Google Earth 2022) 5.G.a Packet Pg. 115 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2 Findings of this report are informed by observations made by Chattel, Inc. (Chattel) during multiple site visits to the subject property (February 2014 through May 2023), and considers information contained in drawings prepared by Mojdeh Memarzadeh Gabriel Ruspini Design (June 14, 2016). The subject property has recently completed a major rehabilitation to the site and existing structures. All work was reviewed and approved by City departments. The scope of rehabilitation included installation of a new roofing materials, rehabilitation of windows, repair and replacement of exterior stucco, upgrades to systems, and new landscaping. However, additional maintenance and preservation work is necessary to complete the rehabilitation scope, including conservation of historic tile, and maintaining treatments to exterior materials. All future work will be completed in accordance with the Secretary’s Standards and Third Street District design guidelines. All required Planning and Building Permit approvals shall be obtained. 3014 Fourth Street is significant for its unique marriage of three trends that characterized residential development in the greater Los Angeles region in the years between the two World Wars: accumulative architecture, courtyard housing, and architectural eclecticism. The original house and the garden are also notable as one of the few known examples of the residential design of architect Francis David Rutherford.. The extent of the rehabilitation necessary to return the property to a state of utility demonstrates the need for incentive through the Mills Act to help preserve this unique architectural resource. 5.G.a Packet Pg. 116 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 3 II. QUALIFICATIONS Chattel is a full service historic preservation consulting firm with practice throughout the western United States. Based in Los Angeles, the firm represents governmental agencies and private ventures, successfully balancing project goals with a myriad of historic preservation regulations without sacrificing principles on either side. Comprising professionals meeting the Secretary of the Interior’s Professional Qualifications Standards in history, architecture, architectural history, and historic architecture, the firm offers professional services including historical resources evaluation and project effects analysis, in addition to consultation on federal, state, and local historic preservation statutes and regulations. Staff engage in a collaborative process and work together as a team on individual projects. This architectural report was prepared by firm President Robert Chattel, historic preservation architect and Senior Associate Nels Youngborg, architectural historian. 5.G.a Packet Pg. 117 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 4 III. SECRETARY OF THE INTERIOR’S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES The Secretary’s Standards are the standard of review for properties with Mills Act contracts employed by the City of Santa Monica and include four treatment approaches: rehabilitation, restoration, maintenance, and preservation. The specific standard of review for properties with Mills Act contracts is rehabilitation, which is defined as “the act or process of making possible a compatible use for a property through repair, alterations, and additions while preserving those portions or features which convey its historical, cultural, or architectural values.”2 Rehabilitation involves returning a property to a state of utility and does not require the more invasive approach of restoration, which means to return a property to its appearance during a specific period in time. The rehabilitation standards include the following: 1. A property will be used as it was historically or be given a new use that requires minimal change to its distinctive materials, features, spaces, and spatial relationships. 2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration of features, spaces, and spatial relationships that characterize a property will be avoided. 3. Each property will be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken. 4. Changes to a property that have acquired historic significance in their own right will be retained and preserved. 5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved. 6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture, and, where possible, materials. Replacement of missing features will be substantiated by documentary and physical evidence. 7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used. 8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken. 9. New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work will be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment. 2 Kay D. Weeks, “The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring & Reconstructing Historic Buildings” (Washington D.C.: National Park Service, 2017). 5.G.a Packet Pg. 118 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 5 10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired. The Secretary’s Standards are not intended to be prescriptive, but instead to provide general guidance. They are intended to be flexible and adaptable to specific project conditions in order to balance continuity and change while also retaining historic building fabric to the greatest extent feasible. Their interpretation requires exercise of professional judgment and balance of the various opportunities and constraints of any given project based on use, materials retention and treatment, and compatibility of new construction. Not every standard necessarily applies to every aspect of a project, nor is it necessary to comply with every standard to achieve conformance. 5.G.a Packet Pg. 119 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 6 IV. STATEMENT OF SIGNIFICANCE The subject property was designated as a City Landmark on November 14, 2022 by the Landmarks Commission (Commission). The Commission recommended and City Council declared that the subject property was eligible for designation under the following criterion:3 1. Criterion 1, for its exemplification of the architectural and developmental history of the City in the years prior to World War II. With its multiple buildings on the parcel, growth over time, hybrid architect, and orientation towards the ocean, the subject property is a product of a characteristic City pattern of growth. 2. Criterion 2, for the aesthetic value of the tilework displayed on the paving, patios, and fountain. The tilework was installed during the original period of construction for the subject property and features intricate glazed designs. Recently it was determined that the tile was manufactured by the American Encaustic Tiling Company, which was founded in Zanesville, Ohio, in 1875 and opened a manufacturing plant in Vernon, California, in 1919. 3. Criterion 4, for its embodiment of the distinguishing characteristics of architectural eclecticism and accumulative architecture. 4. Criterion 5, as a representative example of the work of notable Santa Monica-based architect F.D. Rutherford. In support of a Mills Act application, Chattel, Inc. has identified the following character-defining features of the subject property: Overall Visual Character: • Two-lot assembled parcel, bisected by a central driveway, containing an H-shaped residential building complex and a formal garden • Asymmetrical massing of one to three stories, accommodating the slope of the property, bridging the driveway, and reflecting growth by accretion over time • Eclectic architectural character consisting of Spanish Colonial Revival styling combined with Streamline Moderne and Hollywood Regency elements • Complex roof configuration, with gabled and flat portions and a truncated turret • Primary exterior materials of textured stucco, with partial clay tile roofing and coping • Varied fenestration, incorporating flat-headed and arched openings; fixed, double-hung, and casement windows; single- and multi- light windows in varying patterns 3 Santa Monica Municipal Code 9.56.290.B.1-5 5.G.a Packet Pg. 120 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 7 • Mature palms Exterior Features: • Roof detailing at north building, including exposed brackets and beams • Entry detailing at east elevation of north building, including spiraled pilasters; wood-gabled vestibule; wrought iron pendant light; wood screen and tiled pediment; paired 15-light doors; decorative plaque inset into facade • Tiled entry path, stair treads and risers, and vestibule paving at north building main entry and south-facing patios; remnant of exterior tiling at interior • Enclosed arcade on west elevation of north building • Glass block windows at porte cochere • Streamlined stainless steel banding with speedlines at south building and hyphen between north and south buildings • Flat, curved canopies at south building and hyphen • X-patterned railing at south building and hyphen • Tiled fountain at west end of formal garden, featuring tiled vertical element and basin 5.G.a Packet Pg. 121 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 8 V. PHYSICAL DESCRIPTION The following is a description of the subject property, including its setting, exterior, and interior. Alterations are also summarized. SETTING AND OVERALL DESCRIPTION Located on the west side of the street, 3014 4th Street (subject property) is an eclectic, “H”-shaped, apartment complex (complex) that evolved and expanded over a period of twenty-two years.4 It consists of a one-story house with one- to three-story rear (west) additions in the northeast quadrant of the property (north building aka Part A); a two- and three- story, rectangular, apartment building with lower level garages at its west end occupying the south half of the property (south building aka Part C); and a two-story bridge or hyphen connection (hyphen aka Part B) between the south building and north building (specifically, the second story addition west of the one-story house (see Site Plan, Attachment A). The hyphen spans a driveway that descends to the west from street level, bisects the property, and incorporates a porte cochere and second story apartment. There is a formal garden in the northwest quadrant of the property behind the north building that features a tile fountain and detached outbuilding. The original improvements on the property, the house and the garden, were constructed in 1922 in the Spanish Colonial Revival style and are presumed to have been designed by architect Francis D. Rutherford.5 A double garage with a room above it was added to the property in 1925 (the east end of the south building, closest to 4th Street) by builder C. L. Schneider. The west addition to the original house was also constructed by builder C.L. Schneider in 1926. In 1944, the 1925 garage building was converted into an apartment and the south building and hyphen were constructed by builder Samuel Silver, introducing Streamline Moderne and Hollywood Regency elements into the design and resulting in an eclectic combination of styles and periods. Located on the crest of a hill near the southern boundary of the City of Santa Monica, the complex is an intrinsic component of the streetscape and representative of the diverse residential development that characterizes its Ocean Park neighborhood. 4 Note that for ease of description, it is assumed that 4th Street runs north-south, with the Pacific Ocean lying a few blocks to the west of the property. 5 This presumption is based on a March 9, 1922 building permit for basement walls crediting F. D. Rutherford as architect, the earliest permit for the property in the City files. No permit for the house itself is the file. The next extant permit is for the 1925 improvements, and indicates that the five room plus basement residence is already on the property. Photograph of subject property, east) elevations as seen from Fourth Street, view southwest. (Chattel 2022) 5.G.a Packet Pg. 122 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 9 The first dwelling constructed on the subject property was 2602 3rd in 1910. A garage was constructed contemporaneously and was connected to 3rd Street via a driveway. The grad slopes from the high point at 3rd Street to the west down Beach Street. This dwelling reads as a one-story dwelling when viewed from 3rd Street, however a studio apartment was constructed in the full basement in 1995, 250 Beach. The two bungalows on the western part of the subject property were constructed after 1910, but before 1918. EXTERIOR Exterior walls of the complex are clad in roughly textured stucco6 and roofs are mostly gabled or flat. The gabled sections are covered in Mission clay tiles. Windows are wood-framed and include a mix of double-hung sash, casements, and fixed sash, mostly with divided lights. Both flat-headed and arched openings are present. Due to the accumulative evolution of the property, no elevation is symmetrical, lending a sense of individuality to each of the apartments, many of which are directly accessed from the exterior. The primary, east elevation faces 4th Street and consists, from north to south, of the original one-story house with two-story additions to its rear, the paved driveway that splits the parcel and runs beneath the hyphen, and the multi-story apartment building that step back to the west in one-story, two-story, and three-story increments. The east, street-facing elevation of the north building is the primary façade of the original Spanish Colonial Revival house, which is divided into three bays by its massing and cross-gabled roof configuration. The modestly overhanging clay tile roof is detailed with wooden brackets and beams in the eaves. Offset to the north, the front-gabled entry bay contains three arched openings, with the entry recessed behind the larger central arch and flat-headed windows topped by lunette transoms comprising the side openings. Two decorative, precast, spiraled pilasters flank the central arch, leading to a gabled vestibule with a wooden ceiling from which an original wrought iron pendant light is suspended. Two fifteen-light doors, each opening to a separate apartment, are set beneath an arched and intricately carved wooden screen that covers an arched and tiled pediment.7 The vestibule and the pathway leading from the sidewalk to it are paved in green tile laid in an alternating square and cartouche pattern which is bordered by polychromatic cement tiles. Three shallow steps rise from pathway to vestibule and are also tiled. There is an ornamental cement plaque inset into the wall near the south end of the central bay projection. Fenestration in the side bays consists of a pair of double-hung sash windows in the north bay and another pair of double-hung sash windows plus a single window in the larger south bay. Upper sashes are divided into nine lights. Two mature palms rise from the front setback, which has recently been re-landscaped with extensive native and adapted vegetation reflecting a Mediterranean garden tradition. 6 The texture of the stucco is consistent with the extant basement walls of the west addition to the north building. 7 Conversion of the single family residence into two apartments occurred at an unknown date between 1926 and 1944. Sanborn map (1950) of subject property (outlined in blue. (Chattel 2022) 5.G.a Packet Pg. 123 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 10 Attached to the rear (west) of the original house by a gabled, one-story wing, the east elevation of the second story addition west of the original house is visible from the street above and southwest of the house. It continues the Spanish Colonial Revival theme and is capped by clay tiled front and side gables and a truncated turret atop a rounded bay. Windows are both round- and flat-headed and contain multi- light fixed or casement sashes. The upper story of the addition is attached seamlessly to the hypen west and south of the house. The lower story southeast corner apartment features two bays of glass block windows. Entries to individual apartments in this addition vary between multi-paned French doors and paneled wood doors and open onto a patio on the lower level and a second story walkway accessed by an exterior staircase. Wrought iron railings line the walkway and staircase. The lower-level patio is paved in the same green tile with polychromatic borders that characterizes the main entry pathway from the street to the house. The driveway, recently surfaced in pavers, marks the center of the parcel from the east elevation. It is spanned by the set-back hyphen connecting the rear part of the two-story addition described in the previous paragraph and the two- and three-story sections of the south building in the south portion of the parcel. The ground level of the hypen is the porte cochere, defined by two covered breezeways with arched openings flanking the driveway. The north breezeway contains an entry to apartment in the north building, while the south breezeway leads to a staircase as well as to apartment entries in the south building. The upper story of the hyphen is spanned by an open air balcony walkway which connects to the walkway running along the north side of the second floor of the south building. Both sections of this balcony, along with the exterior staircase leading up to it, feature a metal railing whose X-patterned design suggests the influence of the Hollywood Regency style. The roof of the hyphen is flat, edged by a parapet with clay tile coping. Set two feet from the top of the parapet, a Streamline Moderne molding clad in stainless steel and banded with three-dimensional speed lines wraps the building, continuing as a broad fascia around a rounded, projecting flat canopy offset north from the center of the hyphen. Beneath the canopy, an apartment entry consists of a wood, multi-light door flanked by double-hung sash windows identical to those seen elsewhere in the complex. The east, street-facing elevation of the south building steps back and up in height, the third floor being the most recessed into the lot. The first story is set back ten feet from the property line behind a garden recently re-landscaped with native and adapted vegetation. The one- story section, shallow in depth, is capped by a side-gabled and tiled roof. Approached by a cement walkway, an apartment entry is sheltered by a tiled shed roof supported by brackets. A wood, multi-light door is framed by two double-hung sash windows with multi-light upper sashes. Flat-roofed, the second floor is fronted by a flat balcony that sits just behind the ridgeline of the first-floor gable. Two bays separated by a raised pier overlook the balcony and are fenestrated with a combination of single-light casements and a tripartite window consisting of fixed and casement sashes. Set further back yet, the third floor utilizes the second-floor roof as roof deck. Hollywood Regency-influenced railings enclose the second and third floor exterior spaces. Fenestration on the third level includes multi-light double- hung and casement windows. A shallow shed roof partially shades these openings. Clearly visible from the street until barred from further view by the hyphen, the north elevation of the south building parallels the driveway. This eastern section of the north elevation continues the themes noted on the east elevation, with the previously described stepped back massing and a combination of gabled and flat roofs. Fenestration resembles that displayed elsewhere in the complex, incorporating flat- headed windows regularly alternating with apartment entries and staircases to upper-level apartments. The exterior staircase, Hollywood 5.G.a Packet Pg. 124 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 11 Regency-railed balcony, and Streamline Moderne molding and canopy described with respect to the hyphen also characterize this elevation. Beyond (west of) the hyphen, the western section of the south building features a short continuation of the two-story apartments. Three two-car garages cascade down the sloped parcel and face the driveway. Roof decks top the west two garages, overlooked by multi- light wood doors and double-hung sash windows with multi-light upper sashes. The rear, west elevation of the north building overlooks the formal garden. Because of the downward slope of the parcel, a basement level is located above grade on this elevation, making it three stories in height. The expansion of the building over time is clearly evident through the complex roof configuration, projecting and receding massing, and varied, non-rhythmic fenestration. A combination of front-gabled, side-gabled, and flat areas characterizes the roof, with clay tiles covering the gables and edging the parapets. Windows are both flat- and round-headed, either double-hung sash or casements, with both single pane and divided lights utilized. A large, tripartite window near the center of the second level, set beneath a flared expanse of the exterior wall, is clearly an enclosure of an earlier balcony and arcade, whose arched openings are visible beyond the glass. At the north end of this elevation, a 1932 bathroom addition projects out from the northwest corner of the building. Entries to basement apartments open onto the pathway that edges the building. Seamlessly attached to the south end of the upper story, the west elevation of the hyphen features a pair of double-hung sash windows. The north elevation of the north building and south elevation of the south building face the north and south property lines, respectively, and are mostly utilitarian in appearance. Stairs, a small patio and the entry to an apartment are located off the concrete pathway along the north elevation of the north building. The south elevation of the south building is mostly not visible from the street. Its fenestration echoes that of the north elevation but has no access to the interior. There is a metal gate and concrete paved walkway separating the subject property from the parcel to the south. Occupying a rectangular footprint approximately equal to that of the north building, more or less 25 percent of the total square footage of the parcel, in the northwest quadrant of the property, the formal garden has clearly been prioritized throughout the evolution of the complex. It is bounded by the north building on the east, the driveway on the south, and the property lines on the north and west. The garden is bisected east to west by a central concrete pathway that descends the gentle slope of the property in gradual increments on axis with a tiled, Spanish style fountain. Boulders edge the lower portion of the walkway, which empties onto a large stone-paved area. The fountain consists of a lozenge-shaped basin and a vertical, tiled, mummy-shaped slab whose tiled recess contains a mythological beast’s head from which water is intended to spout. The tile work echoes that seen at the entries on the east and south elevations of the north building. The formal garden features mature palms and landscaping with native and adapted plants. On the east elevation of the north building, the tiled path that leads from the sidewalk to the entry patio continues into the interior of the building, this space presumably being an outside porch that is now enclosed. A one-story, flat-roofed outbuilding is located at the northwest corner of the garden. Clay tile coping marks the roofline of the building, which is sheathed in stucco. Multi-paned casement windows flank the entry, which is located in a cutaway corner on the southeast and sheltered by a small, metal canopy. The appearance of this outbuilding continues the Spanish Colonial Revival theme of the complex. 5.G.a Packet Pg. 125 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 12 ALTERATIONS Originally constructed in 1922, the parcel was initially improved with a single, one-story, five-room house with a basement. Over the next twenty-two years and numerous major alterations and additions later, 3014 4th Street evolved into the eclectic complex it is today. Alterations and additions began occurring soon after the original construction, the first being a garage and second story apartment built on the southeast corner of the parcel in 1925, the seeds of what is now the east end of the south building. A year later, in 1926, an addition was recorded, with the first floor being 12 by 16 feet and the second floor being 20 by16 feet. These additions are presumed to be related to the existing five-room, one-story house on the north half of the parcel. In 1932, an 8 by 8 feet bathroom addition was incorporated into the northwest corner of the house. In 1939 and 1944, two-story additions were recorded on the parcel. In 1944, a pre-existing garage (presumably, the 1925 building) was converted into a three-room apartment. In 1947, windows and doors were altered. With respect to the site plan in Attachment A, it is concluded that Part A was constructed from 1922 to 1932, Part B was constructed from 1939 to 1944 and Part C was constructed from 1925 to 1944. In the 1980s and 1990s, the complex received new electrical and new plumbing. Recently completed work to the interior and exterior of the subject property has included reconfiguring and remodeling existing kitchens and bathrooms and extensive rehabilitation of the exterior envelope. The exterior rehabilitation included window repair and in-kind replacement, as necessary, in-kind replacement of the stainless steel speedline fascia/molding detail, new code compliant guardrails that drew inspiration from originals, as well new compatible lighting and apartment numbers. The south elevation of the south building was substantially rebuilt due to structural deterioration. New stucco cladding closely followed the heavily textured precedent. The grounds were extensively landscaped using a Mediterranean-inspired palette that complements the Spanish Colonial Revival, Streamline Moderne and Hollywood Regency character of the buildings. The new paving of the west portion of the driveway to the porte cochere and concrete and stone paving of the rear garden similarly are contemporary and compatible improvements. A permit was recently approved for structural retrofit of a failing retaining wall at the west property line. On May 12, the wall suffered a critical failure and contractors immediately began work to reinforce the retaining wall in order to protect the life and safety of tenants at the neighboring property. A historic fountain was located within five feet of the failing retaining wall, and approved plans called for: The contractor shall secure the protection of the fountain during the construction. The fountain either shall be properly protected or alternatively, it shall be relocated and reinstalled after the construction is finished. Unfortunately, due to the urgent need to stabilize the wall, contractors demolished the fountain basin and salvaged the vertical back portion in order to begin trenching and stabilizing the hillside. Although the approved plans called for the retention of the entire fountain, contractors did not find a way to accomplish that. Chattel was notified of the retaining wall failure and fountain demolition on May 18, oversaw efforts to encapsulate the salvaged portion of the fountain with plywood, retrieve all full and partial tiles that remained after the demolition, and began planning for the reconstruction of the fountain and tiles. As of the submission of this report, the work to retrofit the retaining wall is on going 5.G.a Packet Pg. 126 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 13 and the back portion of the fountain remains protected onsite. After the retaining wall project has been finished, the owner will prepare plans to reconstruct the fountain and adjacent landscape and apply for a permit to complete the work. 5.G.a Packet Pg. 127 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 14 VI. REHABILITATION, RESTORATION, AND MAINTENANCE RECOMMENDATIONS This section includes an assessment of existing conditions, that is separated into completed work, ongoing work and recommendations for future work. The property recently underwent a major rehabilitation, which was completed within the last year. Work is ongoing to retrofit a flailing retaining wall at the west property line and salvage the garden fountain. Photographs associated with the completed work demonstrate before and after conditions. The current property owner purchased the subject property in 2011 with the intention of Landmark designation and the applying for a Mills Act contract. All work was reviewed and approved by the City, and a majority of the work was completed in conformance with the Secretary’s Standards. The subject property generally appears to be in good condition. However, physical inspection reveals areas of deterioration, in particular the retaining wall to the west and damaged art tiles, and need for ongoing maintenance. While all recommended work is important, tasks addressing maintenance of building systems (including structural and electrical) and prevention of deterioration linked to failing retaining wall conditions should be prioritized over more cosmetic tasks (e.g., replacing insensitive contemporary grout at porch). The tables in this section outline recommendations for future work. Further discussion on prioritizing implementation of recommended tasks is included in the Restoration/Rehabilitation and Maintenance Plans submitted as part of the Mills Act contract application. 5.G.a Packet Pg. 128 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 15 COMPLETED WORK SITE Feature Description Condition Recommendation(s) Photos Hardscape Hardscape includes concrete walkways, driveway, and sidewalk apron throughout the site, and the asphalt portion of the driveway. Good: Hardscape rehabilitation and replacement has been completed as approved. Repair concrete in-kind, as needed. 5.G.a Packet Pg. 129 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 16 Feature Description Condition Recommendation(s) Photos 5.G.a Packet Pg. 130 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 17 Feature Description Condition Recommendation(s) Photos Landscape Landscape areas adjacent to the street and in the garden at the west portion of the site. Good: Rehabilitation of the landscape has been completed as approved. Currently, part of the landscape has been demolished at the west portion of the property as part of an approved permit for seismic retrofit. Maintain landscape features with regular maintenance and landscaping. 5.G.a Packet Pg. 131 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 18 Feature Description Condition Recommendation(s) Photos 5.G.a Packet Pg. 132 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 19 EXTERIOR Feature Description Condition Recommendation(s) Photos Roof The roof consists of gabled and flat roof portions. The gabled roof portions are clad with terra cotta barrel tile and the flat portions are clad with . Good: Roof material rehabilitation and replacement was completed as approved.. Regularly remove debris that accumulate on roof. Address penetrations in roof at satellite dish mount to prevent future leakage. Regularly inspect portions of roof that are occupied to ensure that proper maintenance and repair is completed. 5.G.a Packet Pg. 133 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 20 Feature Description Condition Recommendation(s) Photos Exterior Stucco Exterior siding consists of painted stucco with a Spanish lace texture. Good: Repair and replacement of exterior stucco siding and painting all buildings was completed as approved. Repair stucco in-kind, as needed. 5.G.a Packet Pg. 134 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 21 Feature Description Condition Recommendation(s) Photos 5.G.a Packet Pg. 135 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 22 Feature Description Condition Recommendation(s) Photos 5.G.a Packet Pg. 136 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 23 Feature Description Condition Recommendation(s) Photos Exterior sheet metal Sheet metal speedlines and canopies installed on the exterior of the structure. Good: Existing sheet metal replaced the previous sheet metal, which was in poor condition. Repair sheet metal, as necessary. 5.G.a Packet Pg. 137 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 24 Feature Description Condition Recommendation(s) Photos Exterior Paint Original window and replacement windows consist of wood sash and trim that is painted. Doors consist of wood and most have multi-light glazing, that is painted. Exterior stucco is painted. Good: All windows, doors, and exterior stucco have recently been painted, which was completed as approved. Repaint architectural features, as needed. Ensure that all surfaces are appropriately prepared to receive a new layer of paint, which would include removing any dirt or loose and flaking paint without damaging historic materials. 5.G.a Packet Pg. 138 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 25 Feature Description Condition Recommendation(s) Photos Doors and windows Original window and replacement windows consist of wood sash and trim. Doors consist of wood and most have multi-light glazing. . Good: rehabilitation and restoration of original doors and windows has been completed as approved. Replacement wood windows and doors have been installed as approved. Maintain window and door materials and hardware, as necessary. Ensure that windows and doors are appropriately weather stripped. 5.G.a Packet Pg. 139 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 26 SYSTEMS Feature Description Condition Recommendation(s) Photos Structural Subject property includes to buildings connected by an elevated hyphen that have interconnected, wood structural systems. Good: Seismic retrofit for all structures was completed as approved. Engage a structural engineer to evaluate structural systems, as necessary. 5.G.a Packet Pg. 140 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 27 Feature Description Condition Recommendation(s) Photos Mechanical - HVAC Dwellings are heated and cooled by mini- splits, and condensers are located on site and on the roof. Good: Mini-split systems were installed as approved. Updated HVAC was only installed in the 14 vacant units, and will be updated in the remaining 7 units upon tenant turnover. Engage a qualified HVAC specialist to perform an evaluation, as necessary. Implement tenant turnover plan to install updated HVAC as units become vacant. 5.G.a Packet Pg. 141 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 28 Feature Description Condition Recommendation(s) Photos Electrical Electrical service is delivered via overhead wires Good: Electrical was updated and replaced as approved. Engage a qualified electrician specialist to perform an evaluation, as necessary. 5.G.a Packet Pg. 142 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 29 Feature Description Condition Recommendation(s) Photos Plumbing Plumbing was updated and replaced Good: Replacement of all galvanized and damaged plumbing and waste lines were completed as approved. Engage a plumbing specialist to evaluate, as needed. 5.G.a Packet Pg. 143 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 30 ONGOING WORK SITE FUTURE WORK SITE Retaining wall The concrete retaining wall at west property line Poor: Currently, work is being completed to seismically retrofit a portion of an existing concrete retaining wall at the west lot line. A permit was approved for this work. Continue to construct the seismic retrofit of the retaining wall per approved plans. Feature Description Condition Recommendation(s) Photos Hardscape Hardscape includes Poor to fair: Reconstruct flagstone garden patio adjacent to ongoing 5.G.a Packet Pg. 144 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 31 Feature Description Condition Recommendation(s) Photos concrete walkways, patios driveway, and sidewalk apron throughout the site, and the asphalt portion of the driveway. The concrete patio area in the garden has been demolished and will be replaced after the retaining wall seismic retrofit has been completed. Asphalt driveway appears to have portions missing adjacent to he garden, surface damage and minor cracks. retaining wall seismic retrofit after permit approval. Fill holes and gaps in asphalt, resurface driveway. Repair existing hardscape, as necessary 5.G.a Packet Pg. 145 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 32 Feature Description Condition Recommendation(s) Photos Landscape Landscape areas adjacent to the street and in the garden at the west portion of the site. Poor: Currently, part of the landscape has been demolished at the west portion of the property as part of an approved permit for seismic retrofit. Reconstruct landscape within the area adjacent to ongoing retaining wall seismic retrofit after permit approval. Landscape improvements in this area would include vegetation and irrigation. Maintain existing landscape and irrigation regularly. Tile walkways, patios and stoops Character- defining tiles are used as pavers in two locations at the property: the entrance of two units from the sidewalk and a small stoop. Fair: Currently, the tile demonstrates cracks and chips. Engage a conservator specialist to repair and restore all walkway, patio and stoop tiles. If necessary due to poor material condition of tile, source new tile that matches historic tile and install after permit approval. 5.G.a Packet Pg. 146 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 33 Feature Description Condition Recommendation(s) Photos Fountain A character- defining fountain was located at the west end of the garden and within five feet of the retaining wall at the west lot line. Poor: Currently, the fountain was demolished with a portion of it salvaged and protected onsite. The salvaged portion of the fountain has been protected by plywood and will remain protected throughout the ongoing project. Engage a conservator specialist to remove the tiles from the salvaged portion of the fountain, repair and restore all salvaged tiles, source new tile that matches historic tile, reinstall new and restored tiles onto the reconstructed fountain. Engage a landscape architect to design reconstruction the fountain in concrete based on sketches, salvaged material and historic documentation. Reconstruct the fountain and install new and restored tiles after permit approval. Ensure that the fountain operates as originally intended. 5.G.a Packet Pg. 147 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 34 Feature Description Condition Recommendation(s) Photos South Property Line Retaining wall Retaining wall on south property line Poor: Concrete retaining wall at southern elevation in poor condition. Engage engineer specialists to evaluate retaining wall at south lot line and design structural retrofit. Complete seismic retrofit after permit approval. 5.G.a Packet Pg. 148 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 35 EXTERIOR Feature Description Condition Recommendation(s) Photos Doors and windows Original window windows consist of wood sash and trim. Doors consist of wood and most have multi-light glazing. . Fair: A portion of original windows and doors demonstrate deterioration and damage around hardware and sills. Rehabilitate original wood windows and doors, which would include replacing hardware. 5.G.a Packet Pg. 149 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 3014 FOURTH STREET, SANTA MONICA, CALIFORNIA ARCHITECTURAL REPORT CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 36 VII. CONCLUSION This Architectural Report documents existing conditions of the multi-family residence at 3014 Fourth Street in Santa Monica, California. It provides demonstration of significant rehabilitation, description of ongoing work, and recommendations for future rehabilitation, restoration, and maintenance work in conformance with the Secretary’s Standards. More detailed information on prioritizing future work and associated costs are outlined in the Restoration/Rehabilitation and Maintenance Plans submitted as part of the Mills Act contract application. 5.G.a Packet Pg. 150 Attachment: 3014 4th Street application materials (6006 : Adoption of a Resolutions approving Historic 1 City Council Meeting: October 24, 2023 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 3014 4th 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 WHEREAS, the property located at 3014 4TH 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 5.G.b Packet Pg. 151 Attachment: Resolution Mills Act Contract 3014 4th Street [Revision 2] (6006 : Adoption of a Resolutions approving Historic Property 2 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 3014 4th 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 3014 4th 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 3014 4th 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 3014 4th 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 the owner of the property located at 3014 4th 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. 5.G.b Packet Pg. 152 Attachment: Resolution Mills Act Contract 3014 4th Street [Revision 2] (6006 : Adoption of a Resolutions approving Historic Property 3 APPROVED AS TO FORM: ______________________________ Douglas Sloan City Attorney 5.G.b Packet Pg. 153 Attachment: Resolution Mills Act Contract 3014 4th Street [Revision 2] (6006 : Adoption of a Resolutions approving Historic Property 2023 -- 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 % 3014 4th Street $3,003,152 $61,115 $31,087 $30,028 $9,778.4 $4,973.9 ($4,804) 49% ** estimate $4,973.9 5.G.c Packet Pg. 154 Attachment: 2023 Mills Act Financial Analysis [Revision 1] (6006 : Adoption of a Resolutions approving OAKS INITIATIVE DISCLOSURE FORM ** Required for all Applications ** Pursuant to City Charter Article XXII, The Taxpayer Protection Amendment of 2000, the applicant is required to disclose all of its trustees, directors, partners, officers, and those with more than a ten percent (10%) equity, participation or revenue interest in Applicant / Contractor. Identify the names of the following individuals Applicant / Contractor: Trustees, directors, partners, officers of the Applicant / Contractor (attach additional sheets if necessary): Those with more than a 10% equity, participation or revenue interest in Applicant / Contractor (attach additional sheets if necessary): 5.G.d Packet Pg. 155 Attachment: 3014 4th_oaks initiative form (6006 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act City CouncilOctober 24, 2023 Mills Act Contract 5.G.e Packet Pg. 156 Attachment: PowerPoint Presentation (6006 : Adoption of a Resolutions approving 2023 Mills Act Contract •Mills Act is one of the most important incentives for historic preservation •Qualified properties receive a tax reduction with required maintenance and rehabilitation to ensure the continued life of the historic structure •Currently City has 100 Mills Act Contracts •One contract proposed this year 5.G.e Packet Pg. 157 Attachment: PowerPoint Presentation (6006 : Adoption of a Resolutions approving 3014 4th Street MILLS ACT APPLICATION 23ENT-0093 •Built in 1922 •Designated a Landmark 2022 •Rehabilitation on going, maintenance going forward •$2,989,636 over 10 years 5.G.e Packet Pg. 158 Attachment: PowerPoint Presentation (6006 : Adoption of a Resolutions approving