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HomeMy WebLinkAbout11 HISTORIC PROPERTY PRESERVATION AGREEMENT (510 W SECOND STREET)Agenda Item _______ Reviewed: City Manager _______ Finance Director _______ MEETING DATE: NOVEMBER 15, 2022 TO: MATTHEW S. WEST, CITY MANAGER FROM: COMMUNITY DEVELOPMENT DEPARTMENT SUBJECT: HISTORIC PROPERTY PRESERVATION AGREEMENT (MILLS ACT) - FOR THE PROPERTY AT 510 W SECOND STREET SUMMARY: The Mills Act is a State program that provides property tax relief to owners of qualified historic properties who agree to comply with preservation restrictions and maintain and preserve the property for a minimum of ten (10) years. The City Council adopted Resolution 97-50, authorizing the implementation of the Mills Act program and established a policy specifying which properties would be eligible for the program. While the Mills Act is a State program, property owners enter into a contract with the City to obtain the program’s benefits. Attachment A contains the Historic Property Preservation Agreement for the subject property located at 510 W Second Street. RECOMMENDATION: That the City Council adopt Resolution No. 22-57 authorizing the execution of the Historic Property Preservation Agreement for the property owner at 510 W Second Street in the State’s Mills Act Program (Attachment A). FISCAL IMPACT: The execution of the Historic Property Preservation Agreement would reduce the property owner’s property tax payment by Seven Thousand Nine Hundred Eighty-Six Dollars ($7,986.00) annually and proportionately reduce the City’s share of the property tax revenue for the property. Property tax revenue loss to the City would be minimal. The $500.00 application fee partially offsets City Attorney fees and staff expenses to process the application, conduct inspections, generate and administer the contract, which are estimated to be $1,500 for the minimum ten (10)-year contract period. CORRELATION TO THE STRATEGIC PLAN: The Historic Property Preservation Agreement is in keeping in with Goal A of the City of Tustin’s Strategic Plan pertaining to the vibrancy and quality of life in all neighborhoods and areas of the community. Approval of the Mills Act for 510 W Second Street will ensure AGENDA REPORT          11 N/A DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 City Council Report Mills Act Program – 510 W Second St. November 15, 2022 Page 2 the preservation of a historic resource and retain the City’s quality of life in Tustin while contributing to maintain the City’s historic heritage. BACKGROUND AND DISCUSSION: Adopted by the California Legislature in 1976, the Mills Act gives local government agencies the authority to grant property tax relief to owners of qualified historic properties, including owner-occupied single-family residences and income producing properties. In exchange for this relief, the property owners must agree, by contract, to maintain the properties in accordance with specific historic preservation standards and conditions. According to State law, all properties that are assessed property taxes and listed on a historic register or survey, are potentially eligible to participate in a local Mills Act program. If desired, each community has the discretion to target the program to specific historic properties. In June of 1997, the Tustin City Council authorized the implementation of a Mills Act program in the City of Tustin and established a policy for Historic Property Preservation Agreements (also referred to as Mills Act contracts) by resolution. Pursuant to Council’s direction, the Mills Act program is made available to the owners of residential properties with an "A," "B," or "C" rating in the City’s initial 1990 Tustin Historical Resources Survey. Residential properties with equivalent ratings in the 2021 Historical Resources Surveys are also eligible to participate. Property Description The California Craftsmen style residence at 510 West Second Street was built in 1914 and is listed with a “5B” rating in the 2021 Historical Resources Survey which is a rating assigned to a structure of local significance. The property is located in the City’s Cultural Resources District and is a “contributor” to the District. The period of significance for this property is from 1914 to 1945. Constructed in 1914, it is an excellent example of an intact 1910s residence in this part of the city and retains sufficient integrity to convey its association with historic patterns of residential development. The property is significant due to its association with William and Helen Huntley, who occupied the property between 1914 and 1965. William Huntley was one of Tustin's first City Council members and Mayor between 1932 and 1940. Helen Huntley was a prominent avocational historian who spearheaded substantial research into Tustin history. The property retains sufficient integrity to convey its association with these individuals. The City’s 2021 Historic Survey for the property (Attachment B) contains a description of the character defining features of this home including but not limited to an asymmetrical rectangular façade, vertical wood clapboard siding, a side gable roof, decorative single, double hung and casement windows throughout; a gable front roof which features that include open eaves and exposed purlins, a partial width project porch with entry railings and an entry roof.         DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 City Council Report Mills Act Program – 510 W Second St. November 15, 2022 Page 3 Figure 1 Historic Property Preservation Property Agreement The Historic Property Preservation Agreement is contained in Exhibit A of Resolution 22-57 and was prepared by the City Attorney and the Community Development Department. The draft Agreement contains all of the contract provisions required by State law. As requirements of State law, these provisions may not be modified; however, optional provisions are included in the Agreement at the discretion of the City Council. Key provisions of the Mills Act contract are discussed below. Mills Act Contract Provisions As noted in the Historic Property Preservation Agreement, the required minimum term is ten (10) years. Each year, the contract term is automatically extended an additional year, unless terminated by the property owner or the City of Tustin for any reason. If terminated without penalty, the agreement would end at the end of the current ten (10)-year term. The property owner is assessed a penalty of twelve and one-half (12.5) percent of the property's current fair market value at the time of cancellation if the contract is canceled by the property owner prior to the end of the ten (10)-year period. However, there is no penalty for contract cancellation if the property is significantly damaged by an Act of God or accidental cause, such as fire, flood, or earthquake. If the property is sold, the contract is binding upon all Side gable roof Wood entry railings Single and Double Hung Wood nd Double Hung Windows Projecting partial width wood porch Single wood g historic door o\o\Open eaves         DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 City Council Report Mills Act Program – 510 W Second St. November 15, 2022 Page 4 successors in interest to the owner, who will have the same rights and obligations under the contract as the original owner who entered into the contract. Pursuant to Section 50281 of the California Government Code, the Mills Act contract includes provisions for the preservation and maintenance of the characteristics of historical significance of the qualified historical property. City staff would utilize the Secretary of the Interior's Standards for Rehabilitation, the City of Tustin Residential Design Guidelines, and applicable Building Codes in evaluating the preservation, maintenance, and rehabilitation of the property. The interior and exterior of the premises must be made available for periodic examinations by prior appointment by representatives of the City, the County Assessor, the Department of Parks and Recreation, and the State Board of Equalization. Furthermore, to ensure compliance with the terms and provisions, the Mills Act contract includes a provision that requires the owner to furnish any pertinent information needed by the City. The draft Historic Property Preservation Agreement also includes optional provisions which are contained in Exhibit B of the Historic Property Preservation Agreement. The provisions are intended to be modified on a case-by-case basis to specifically identify pertinent items. As an example, Exhibit B provides for the restoration or rehabilitation of the property according to the U.S. Secretary of the Interior's Standards for Rehabilitation, the State Historical Building Code, and the regulations of the State Office of Historic Preservation. In cases where a property is in excellent condition, restoration and/or rehabilitation may not be applicable. Exhibit B also includes optional provisions for a photographic portfolio, specific landscape and property maintenance, a schedule for repair and rehabilitation, maintenance of property visibility, submission of an annual report, and a prohibition of structure demolition. Property Maintenance Schedule Continuous maintenance on the exterior of the structure will be conducted on an as needed basis to limit deterioration of key historical components. The items included in the Schedule for Repair and Rehabilitation (listed below) were identified by City staff, in consultation with the owner, as being necessary over the minimum ten (10)-year contract term. By entering into a Mills Act contract with the City, the owner would agree to the following schedule as outlined in the Contract: Year 1 x Install solar screens on all windows. x Properly treat, sand and paint all wood elements, including trim, siding, etc., on the historic residence and garage structures. Utilize a painting professional experienced with historic properties. Prior to work being performed, evaluate the condition of the siding/wood. For those pieces that cannot be restored, replace in kind.         DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 City Council Report Mills Act Program – 510 W Second St. November 15, 2022 Page 5 Years 1 through 10 x On-going repair and maintenance of the original windows. x On-going repair and maintenance of exterior façade of house and garage, including but not limited to wood and paint. x On-going maintenance of the roofing and eaves. x On-going maintenance and enhancements of landscaping within the front yard. According to the terms of the Mills Act contract, the improvements may be completed to the satisfaction of the City no later than one (1) year following the year indicated. Contract Recordation The Mills Act Contract will be recorded with the Orange County Recorder’s Office and copies will be forwarded to the County Assessor and the State Office of Historic Preservation, following contract approval and execution by all parties. Mills Act assessments are made on an annual basis by the County Assessor’s Office. Therefore, the tax benefits associated with executed contracts submitted to the County Assessor by January 1 will take effect on the following July 1 of the same year. CONCLUSION That the City Council approve Resolution No. 22-57, authorizing the execution of a Mills Act contract (Historic Property Preservation Agreement) between the City of Tustin and the property owner for the preservation and rehabilitation of a qualified historic property located at 510 W Second Street within the Cultural Resources District (Old Town). _______________ Mary A. Salman Justina L. Willkom Assistant Planner Community Development Director Erica H. Demkowicz Senior Planner, AICP Attachments: A. Resolution No. 22-57 x Exhibit A - Historic Property Preservation Agreement B. 2021 Historical Resources Survey DPR Form           DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 ATTACHMENT A RESOLUTION NO. 22-57 EXHIBIT A – HISTORIC PROPERTY PRESERVATION AGREEMENT DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 RESOLUTION NO. 22-57 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUSTIN, CALIFORNIA, AUTHORIZING THE COMMUNITY DEVELOPMENT DEPARTMENT TO COORDINATE, PROCESS, AND EXECUTE THE HISTORIC PROPERTY PRESERVATION AGREEMENT ATTACHED HERETO AS EXHIBIT A WITH THE OWNERS OF THE PROPERTY LOCATED AT 510 W SECOND STREET, TUSTIN, CALIFORNIA. The City Council of the City of Tustin does hereby resolve as follows: WHEREAS, the State of California enacted the Mills Act (California Government Code Section 50820 et seq.), which authorizes cities to enter into contracts with the owners of qualified historic properties to provide for the use, maintenance, and restoration of such historical properties so as to retain their characteristics as properties of historical significance; WHEREAS, the Tustin General Plan identifies the following policies related to the preservation of historic properties: 1) Encourage the restoration and rehabilitation of properties in Tustin eligible for inclusion on the National Register of Historic Places according to the rehabilitation guidelines and tax incentives of the National Trust for Historic Preservation. 2) Preserve historically significant structures and sites and encourage the conservation and rehabilitation of older buildings, sites, and neighborhoods that contribute to the City’s historic character. 3) Preserve historic and architecturally significant residential properties. 4) Retain and protect significant areas of archaeological, paleontological, or historical value for education and scientific purposes; WHEREAS, the City Council adopted Resolution No. 97-50 on June 16, 1997, and determined that the use of historic property preservation agreements in Tustin will be limited to residential properties that are not exempt from property taxation and have an “A,” “B,” or “C” rating in the City of Tustin Historical Resources Survey; WHEREAS, in 2021 the City updated its 2003 City of Tustin Historical Resources Survey which was initially created in 1990; WHEREAS, the owner of the property located at 510 W Second Street has submitted an application to enter into a historic property preservation agreement with the City of Tustin; DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 Resolution No. 22-57 Page 2 WHEREAS, the residential property at 510 W Second Street qualifies for a historic property preservation agreement because it has “5B” rating in the 2021 City of Tustin Historical Resources Survey; WHEREAS, the preservation of individual historic properties through the execution of historic property preservation agreements in Tustin would serve to maintain the historical integrity of individual structures citywide, including those within the Tustin Cultural Resources District; WHEREAS, the preservation of important resources and neighborhoods would have beneficial indirect effects on local businesses, economic stability, and community pride; and WHEREAS, pursuant to Section 15308 (Categorical Exemptions) of the California Environmental Quality Act (CEQA), historical agreements are considered categorically exempt from the requirements of CEQA. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Tustin authorizes the Community Development Department to coordinate, process, and execute the Historic Property Preservation Agreement attached hereto as Exhibit A with the owner of the property located at 510 W Second Street Tustin, California. PASSED AND ADOPTED at a regular meeting of the Tustin City Council, held on the 15th day of November, 2022. AUSTIN LUMBARD MAYOR ATTEST: ERICA N. YASUDA CITY CLERK Attachment: Draft Historic Preservation Agreement DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 Resolution No. 22-57 Page 3 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) SS CITY OF TUSTIN ) CERTIFICATION FOR RESOLUTION NO. 22-57 ERICA N. YASUDA, City Clerk and ex-officio Clerk of the City Council of the City of Tustin, California, does hereby certify that the whole number of the members of the City Council of the City of Tustin is 5; that the above and foregoing Resolution No. 22-57 was duly and regularly introduced, passed, and adopted at a regular meeting of the Tustin City Council, held on the 15th day of November, 2022. COUNCILMEMBER AYES: COUNCILMEMBER NOES: COUNCILMEMBER ABSTAINED: COUNCILMEMBER ABSENT: ___________________________ ERICA N. YASUDA CITY CLERK DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 WHEN RECORDED MAIL TO: The Community Development Director City of Tustin 300 Centennial Way Tustin, CA 92780-3767 SPACE ABOVE THIS LINE FOR RECORDER'S USE HISTORIC PROPERTY PRESERVATION AGREEMENT This Agreement is entered into this 15TH day of November, 2022, by and between the City of Tustin (“City”), a municipal corporation, and Frederick M. Cummings and Constance E. Cummings, Trustees of the Frederick M. Cummings and Constance E. Cummings Revocable Living Trust ("Owner"). RECITALS WHEREAS, pursuant to Government Code Section 50280 et seq. (the “Mills Act”), the City of Tustin is authorized to contract with the owner of a Qualified Historical Property to restrict the use of the property and to provide for its appropriate use, maintenance and rehabilitation so that it retains its historic characteristics; and WHEREAS, the City Council has approved by resolution the use of such contracts to encourage the preservation of Qualified Historical Property in the City; and WHEREAS, Owner possesses fee title to that certain property located on Assessor’s Parcel Number 401-362-17, commonly known as 510 West Second Street, in the City of Tustin, California (“Property”). A legal description of the Property is attached hereto, marked as Exhibit "A," and is incorporated herein by this reference; and WHEREAS, the Property is located is listed in the City of Tustin Historical Resources Survey, which satisfies the requirements of Government Code Section 50280.1 as a Qualified Historical Property; and WHEREAS, the Property is residentially zoned and has an "A", "B", or "C" or equivalent rating in the 2021 City of Tustin Historical Resources Survey, all of which satisfies the criteria established by City Council Resolution No. 97-50; and WHEREAS, the City and Owner, for their mutual benefits, now desire to enter into this Agreement to limit the use of the property to prevent inappropriate alterations and ensure that the character-defining features are preserved and maintained in an exemplary manner, and to carry out the purposes of California Government Code, Chapter 1, Part 5 of DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 2 Division 1 of Title 5, Article 12, Sec. 50280 et seq., and to qualify for an assessment of valuation pursuant to Article 1.9, Sec. 439 et seq., Chapter 3, Part 2 of Division 1 of the California Revenue and Taxation Code. NOW, THEREFORE, based on the above recitals and the mutual promises and covenants contained herein, the parties agree as follows: AGREEMENT 1. Property Subject to this Agreement The Property which is the subject of this Agreement is identified as Assessor Parcel Number 401-362-17, commonly known as 510 West Second Tustin, California. A legal description of the Property is attached hereto, marked as Exhibit "A," and is incorporated herein by this reference. 2. Definitions Except as otherwise defined herein, the following words and phrases have the following meanings: “Serve notice” means to follow the notice procedures of Section 13. “Owners” means the property owner(s) of record of the Property and includes assignees with rights of possession and successors in interest to the Owner signing this agreement. “Qualified Historical Property” means privately owned property which is not exempt from property taxation and which meets the criteria set forth in Government Code Section 50280.1 3. Commencement, Term and Renewal of Agreement A. This Agreement shall become effective on the date first above written, and unless canceled pursuant to Section 11, shall remain in effect for a term of ten (10) years. B. Each year, upon the anniversary of the effective date of this Agreement, the term shall automatically be extended for one additional year unless written notice of nonrenewal is served as provided herein. See Section 13 for procedures on service of notice. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 3 C. If Owners or City desires in any year not to renew this Agreement, such party shall serve written notice of nonrenewal on the other party. (1) If served by Owner, notice of renewal must be served on City at least ninety (90) days prior to the annual renewal date. (2) If served by City, notice of renewal must be served on Owner at least sixty (60) days prior to the annual renewal date. (3) Failure to meet the notice deadlines above will result in one (1) year being automatically added to the term of this Agreement. D. Within fifteen (15) calendar days of the date of the City’s notice of nonrenewal, Owner may make a written protest to the City. (1) Upon receipt of such protest, the City Council shall schedule a hearing on the matter prior to the annual renewal date. (2) At such hearing, Owner may present any information which Owner deems relevant. (3) Based on Owner’s protest and the information presented at the hearing, the City Council may withdraw the City’s notice of nonrenewal at any time prior to the annual renewal date. E. Any notice of nonrenewal which has not been withdrawn prior to the next annual renewal date, shall be recorded with the Orange County Clerk Recorder. F. After the annual renewal date, the parties may agree at any time, by written and recorded instrument, to reinstate the ten (10)-year term of this Agreement and renewal provisions hereof. G. Unless this Agreement is otherwise canceled as provided in Section 11, after notice of nonrenewal has been served and not withdrawn, this Agreement shall remain in effect for the balance of the term remaining, including any prior renewal term. 4. Recordation of Agreement The City Clerk shall record this Agreement with the Orange County Recorder within twenty (20) days of its execution by both parties. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 4 5. Notice to Office of Historic Preservation Owner shall provide, or cause to be provided, written notice of this Agreement to the State Office of Historic Preservation within six (6) months of the effective date of this Agreement, which is May 15, 2023. The City shall provide owner with the applicable address. 6. Standards and Conditions for Maintenance of Property The Property shall be subject to the standards and conditions set forth in Exhibit “B”, which is attached to this Agreement and incorporated herein by this reference. Owner shall comply with the standards and conditions set forth in Exhibit “B”. 7. Periodic Examination of Property Upon prior notice, Owner shall allow the reasonable periodic examination of the interior and exterior of the premises of the Property by representatives of City, the Orange County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, as may be necessary to determine Owner’s compliance with the terms of this Agreement. 8. Furnishing Information Owner shall furnish the City with any and all information requested by City, which may be necessary or desirable to determine Owner’s compliance with this Agreement. 9. Enforcement of Agreement In lieu of and/or in addition to any provisions to cancel this Agreement, the City may bring an action in court to enforce this Agreement, including, but not limited to, an action to enforce this Agreement by specific performance or by injunction. If the City determines there is a violation of the provisions of this Agreement by Owner, and City decides to enforce rather than cancel the Agreement, City shall send written notice to Owner in accordance with Section 13. If such violation is not corrected to the reasonable satisfaction of the City within thirty (30) days after the date the notice of violation is sent by mail, or within such longer period of time as specified or agreed to by City, then City may, without further notice, declare a default under the terms of this Agreement and bring any action necessary to specifically enforce the obligations of Owner under this Agreement, including, but not limited to, bringing actions for specific performance or injunctive relief. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 5 10. Binding Effect on Successors and Assigns/Covenants Run with the Land A. This Agreement is binding upon and inures to the benefit of all successors in interest to Owner, to Owner’s assigns and all person acquiring any part or portion of the Property, whether by operation of law or otherwise. B. The Owner hereby subjects the Property to the covenants, reservations and restrictions as set forth in this Agreement, including Exhibit “A”. City and Owner hereby declare their specific intent that the covenants, reservations and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon the Owner’s successors and assigns in title or interest to the Property. Each and every contract, deed or other instrument hereinafter executed, covering or conveying the Property, or any portion thereof, shall conclusively be held to have been executed, delivered and accepted subject to the covenants, reservations and restrictions expressed in this Agreement regardless of whether such covenants, reservations and restrictions are set forth in such contract, deed or other instrument. City and Owner hereby declare their understandings and intents that the burden of the covenants, reservations and restrictions set forth herein touch and concern the land in that the value of the Owner’s legal interest in the Property may be affected thereby. City and Owner hereby further declare their understandings and intents that the benefit of such covenants, reservations and restrictions touch and concern the land by enhancing and maintaining the historic characteristics and significance of the Property for the benefit of the public and Owner. 11. Cancellation of Agreement A. City may cancel this Agreement if it determines, after a duly noticed public hearing as provided herein, that Owner has committed any of the following acts: (1) Owner has failed to maintain, restore or rehabilitate the Property in accordance with the terms, standards and conditions set forth in Exhibit “B”. (2) Owner has allowed the Property to deteriorate to the point that it no longer meets the City’s standards for a Qualified Historical Property. (3) Owner has violated one (1) or more provisions of this Agreement. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 6 An Owner who does not occupy the Property, shall, nevertheless be responsible at all times under this Agreement, for the condition of the Property and compliance with this Agreement. B. City shall serve written notice of proposed cancellation on Owner stating the grounds for cancellation and setting a public hearing date on the matter. Notice of the hearing shall also be sent by U.S. mail to the last known address of each owner of Qualified Historical Property in the City, and shall be published pursuant to Government Code Section 6061. C. Upon cancellation of this Agreement as provided in Subsection A, above, Owner shall pay a cancellation fee of 12½ percent of the full value of the Property at the time of cancellation, as determined by the County Assessor without regard to any restriction on the Property imposed by this Agreement. The cancellation fee shall be paid to the State Controller in the manner prescribed by the State Controller. D. City may also cancel this Agreement, at Owner’s request, if the Property is acquired in whole or in part by eminent domain or by an entity authorized to exercise the power of eminent domain, and if the City determines that such acquisition frustrates the purpose of this Agreement. Under these circumstances, no cancellation fee shall be imposed upon Owner. E. City may also cancel this Agreement, at Owner’s request, if so much of the Property has been destroyed, in whole or in part and that, in the sole opinion of the City, the historic value of the Property has been destroyed. Under these circumstances, no cancellation fee shall be imposed upon Owner. The City may cancel this Agreement, at Owner's request, if the Property is damaged by fire, earthquake, or other Act of God or accidental cause to the extent that (1) the then fair market value of the structure is reduced by 51 percent or more; or (2) 51 percent or more of the structure’s floor area is destroyed or irreparably damaged; or (3) 51 percent or more of the structure’s historic features are destroyed or irreparably damaged; or (4) the cost to the Owner (exclusive of insurance proceeds) to restore the structure to its prior condition would exceed $10,000.00. Owner shall reimburse City for all expenses incurred by City in determining the extent of damage or destruction. If the Owner desires to cancel this Agreement under this Section, written notice shall be given to the City within 90 days after such damage or destruction occurs. In the event the Owner desires to cancel this Agreement due to the circumstances outlined above, owner or City may request a hearing before the City Council to determine (a) the extent of diminution of value, (b) the extent of the damage or destruction to the floor area of said Structure, and/or (c) extent of damage or destruction to the character defining features of said DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 7 structure. 12. Waiver The waiver by City of the performance of any covenant or condition of this Agreement shall not be considered a waiver of subsequent performance of that or any other covenant or condition of this Agreement. 13. Notice Any notice required to be given pursuant to this Agreement shall be sent by certified mail, postage prepaid, return receipt requested, addressed as follows or addressed as later specified by either party: To City: City of Tustin Community Development Department Attn: Community Development Director 300 Centennial Way Tustin, CA 92780 To Owner: Frederick M. Cummings and Constance E. Cummings, Trustees of the Frederick M. Cummings and Constance E. Cummings Revocable Living Trust 510 W Second Street Tustin, CA 92780 Notice shall be deemed sent or “served” upon the date of deposit in the United States Mail. 14. Fee to Administer Mills Act Program At the time established by City Council resolution, Owner shall pay City a fee, established by City Council resolution, pursuant to Government Code Section 5028.1. This fee is to cover the City’s costs of administering the Mills Act Program in the City. 15. Defense, Indemnification and Hold Harmless A. Owner shall defend, indemnify and hold harmless the City, its officials, employees, and agents against and from all claims arising from Owner’s performance under this Agreement, or from any activity, work, or omissions by Owner or caused by Owner in connection with this Agreement. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 8 B. Owner shall further defend, indemnify and hold harmless the City, its officials, employees, and agents against and from all costs, attorneys’ fees, and liabilities incurred in the defense of any such claim or any action or proceeding brought thereon. In case of any action or proceeding brought against the City by reason of such claim, Owner, upon notice from the City, shall defend same at Owner’s sole expense by counsel satisfactory to the City. 16. Entire Agreement This Agreement and the Exhibits attached hereto constitute the entire agreement between the parties with respect to the subject matter hereof and supersede all prior discussions, negotiations, and agreements whether oral or written. 17. Amendment This Agreement shall only be amended by written instrument, signed by both parties and recorded in the Office of the Orange County Recorder. 18. Miscellaneous Provisions A. None of the terms, provisions or conditions contained in this Agreement shall be deemed to create a partnership, a joint venture, or a joint enterprise between the parties hereto. B. This Agreement shall be construed in accordance with the laws of the State of California. C. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by a Court of competent jurisdiction or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions shall not be affected. D. Owner understands that it is Owner’s responsibility to apply for the reassessment of valuation afforded by this Agreement pursuant to Chapter 3, Part 2, of Division 1 of the California Revenue and Taxation Code. 19. Authority to Enter Agreement Each person executing this Agreement warrants that they have the authority to enter into this Agreement on behalf of the party for whom they sign. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 9 IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above. CITY OF TUSTIN By: _____________________________ Approved as to Form ____________________ David Kendig City Attorney Owner Date: _____________ By: _____________________________ SIGNATURES ARE TO BE NOTARIZED IF THIS CONTRACT IS PROPOSED TO BE SIGNED BY THE PROPERTY OWNER’S AGENT, THE CITY WILL REQUIRE WRITTEN EVIDENCE OF THE AGENT’S AUTHORITY TO ENTER INTO THIS AGREEMENT ON BEHALF OF THE OWNER. THE WRITTEN EVIDENCE MUST BE REVIEWED AND APPROVED BY THE CITY ATTORNEY. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 10 EXHIBIT "A" LEGAL DESCRIPTION Lot 15 of Block D of Tract No. 793, in the City of Tustin, County of Orange, State of California, as per map recorded in Book 4 Pages 218 AND 219 of Miscellaneous Maps, in the office of the County Recorder of said County. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 11 EXHIBIT “B” HISTORICAL PROPERTY PRESERVATION TERMS, STANDARDS AND CONDITIONS 1. To have a baseline for comparison when future maintenance or alterations are being evaluated and for reconstruction of portions in the event of a disaster, Owner shall create a black and white 35 mm photographic portfolio showing all elevations of all buildings and structures from at least three angles, all character-defining exterior details, and historic interior details or other details of special interest. A copy of the portfolio shall be submitted to the Community Development Department within one (1) year of the effective date of this Agreement. All structures, the entire grounds, and all major landscape features shall be included in the portfolio and copies of existing site plans, floor plans, architectural elevations and historical photographs that may be in Owner’s possession. 2. Owner shall preserve, maintain, and, where necessary, restore or rehabilitate Property and its character-defining features, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings, textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City. 3. All changes to Property and any structures thereon shall comply with applicable City specific plans, City regulations and guidelines, and conform to the rules and regulations of the Office of Historic Preservation of the California Department of Parks and Recreation, the U.S. Secretary of the Interior’s Standards for Rehabilitation and the State Historical Building Code. Interior remodeling shall retain character-defining features to the greatest extent possible. 4. The City shall be notified by Owner of changes to character-defining exterior features prior to their execution, such as major landscaping projects, exterior door replacement or exterior alterations requiring a building permit. 5. The City shall be notified prior to the repair and rehabilitation of any structure on the Property. 6. The following are prohibited without the prior written consent of the City: Demolition of any structure on the Property. Exterior alterations or additions not in keeping with the standards listed above; DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 12 7. The following are prohibited at any time: Dilapidated, deteriorating or unrepaired structures such as fences, roofs, doors, walls and windows; Storage of scrap lumber, junk, trash, debris, discarded or unused objects such as cars, appliances or furniture; Stagnant water and unfilled excavations; Any other device, decoration, structure or vegetation which is unsightly by reason of its height, condition or inappropriate location, as determined by the City. 8. Landscaping shall be maintained in a manner so as to enable the public to see the historic features of the Property from the street and shall be watered and maintained in accordance with recognized landscaping practices. 9. Owner shall make improvements to the property as described in the following schedule for repair and rehabilitation, unless changes to the schedule are approved in writing by the City and Owner. Year 1 • Install solar screens on all windows. • Properly treat, sand and paint all wood elements, including trim, siding, etc., on the historic residence and garage structures. Utilize a painting professional experienced with historic properties. Prior to work being performed, evaluate the condition of the siding/wood. For those pieces that cannot be restored, replace in kind. Years 1 through 10 • On-going repair and maintenance of the original windows. • On-going repair and maintenance of exterior façade of house and garage, including but not limited to wood and paint. • On-going maintenance of the roof and eaves. • On-going maintenance and enhancements of landscaping within the front yard. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 1100-00013 45526_1 13 10. Owner shall provide the City with a written annual report which specifies actions taken by Owner to fulfill the requirements of the Agreement. The annual report shall be submitted to the City on an annual basis at times specified by the City. DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 ATTACHMENT B 2021 HISTORICAL RESOURCES SURVEY DPR FORM DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 *P5a. Photograph or Drawing (Photograph required for buildings, structures, or objects)P5b. Description of Photo: (view, date, accession #) View south, 10/20/2020 *P6. Date Constructed/Age and Sources: Historic Prehistoric Both 1914 (building plaque) *P7. Owner and Address: Not Recorded *P8. Recorded by: (Name, affiliation, and address) Mary Ringhoff, Rosa Lisa Fry, Emelyn Najera, Architectural Resources Group, 360 E. 2nd Street, Suite 225 Los Angeles, CA 90012 *P9. Date Recorded:10/20/2020 *P10. Survey Type: (Describe) Intensive Reconnaissance *P11. Report Citation: (Cite survey report and other sources or enter "none".) ARG, “City of Tustin Citywide Historic Resources Survey Update Report” (prepared for the City of Tustin, 2021). *Resource Name or # (Assigned by recorder) 510 W 2nd Street State of California --- The Resources Agency Primary # ___________________________________ DEPARTMENT OF PARKS AND RECREATION HRI _______________________________________ PRIMARY RECORD Trinomial # __________________________________ NRHP Status Code 5B Other Listings _______________________________________________________________ Review Code _______________ Reviewer ________________ Date ___________________ P1. Other Identifier:Element of City of Tustin Cultural Resources District *P2. Location:Not for Publication Unrestricted *a.County Orange and (P2c, P2e, and P2b or P2d. Attach a Location Map as necessary.) *b. USGS 7.5' Quad Date T ;R 1/4 of 1/4 of Sec B.M. c. Address 510 W 2nd Street City Tustin Zip 92780 d. UTM: (Give more than one for large and/or linear resources) Zone ;mE/mN e. Other Locational Data: (e.g., parcel #, directions to resource, elevation, etc., as appropriate)APN 40136217 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting and boundaries) Evaluation: Individually significant; District contributor Property Type: Residential - Single-family Primary Architectural Style: Craftsman Number of Stories: 1 Plan/Primary Facade: Rectangular; Asymmetrical Construction/Foundation: Wood-frame; Unknown Cladding: Wood clapboard, Wood vertical board Roof Type/Material: Gable - side, Composition shingle Roof Features: Bargeboards, Eaves - open, Exposed purlins Porch/Stoop 1: Partial-width porch - projecting; Wood; Entry railings, Entry roof, Posts, Steps Doorway 1: Flush Door 1: Single; Wood; Historic door surround, Partially glazed Window 1: Tripartite; Fixed, Casement; Wood; Multi-light - all; Decorative surround - all, Wood screen - some Window 2: Single; Double-hung; Wood; Decorative surround - some Setting: Set back Hardscape: Walkway-Concrete; Driveway-Concrete - ribbon; Perimeter Fence-Wood Landscape: Mature vegetation *P3b. Resource Attributes: (List attributes and codes)HP2. Single family property *P4. Resources Present:Building Structure Object Site District Element of District Other: ____________________ *Attachments:None Location Map Sketch Map Continuation Sheet Building, Structure & Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photographic Record Other (List) __________________________________________________________ Page: 1 of 3 DPR 523A (1/95)* Required Information DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 *NRHP Status Code 5B State of California --- The Resources Agency Primary # ___________________________________ DEPARTMENT OF PARKS AND RECREATION HRI _______________________________________ BUILDING, STRUCTURE AND OBJECT RECORD B1. Historic Name:Huntley House B2. Common Name: B3. Original Use:Residential B4. Present Use:Residential *B5. Architectural Style Craftsman *B6. Construction History: (Construction date, alteration, and date of alterations) Other Alterations-Door replaced - primary, Gate added/replaced, Railings altered/replaced, Roof material replaced (compatible), Wall or fence added - perimeter, Canopy added to secondary facade *B7. Moved?No Yes Unknown Date:Original Location: *B8. Related Features:Garage - detached B9a. Architect:Unknown b. Builder:Unknown c. Owner:William Huntley *B10. Significance:Theme Residential Development, 1914-1945 Area Tustin Period of Significance:1914-1965 Property Type:Residential Applicable Criteria:A/1/1, B/2/2 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity.) Context: Tustin Becomes a City, 1914-1945 Theme: Residential Development, 1914-1945 Property Type: Residential The property appears eligible for listing as a City of Tustin Cultural Resource as an embodiment of significant patterns of residential development in Tustin during its transitional development period from 1914 to 1945. Constructed in 1914, it is an excellent example of an intact 1910s residence in this part of the city and retains sufficient integrity to convey its association with historic patterns of residential development. The property also appears eligible for listing as a City of Tustin Cultural Resource as the residence of significant individuals William and Helen Huntley, who occupied the property between 1914 and 1965. William Huntley was one of Tustin's first CIty Council members and mayor between 1932 and 1940. Helen Huntley was a prominent avocational historian who spearheaded substantial research into Tustin history. The property retains sufficient integrity to convey its association with these individuals. B11.Additional Resource Attributes: (List attributes and codes) *B12.References: (See Continuation Sheet 3)(Sketch Map with north arrow required.)B13.Remarks: *B14.Evaluator:Mary Ringhoff, Rosa Lisa Fry, Architectural Resources Group, 360 E. 2nd Street, Suite 225 Los Angeles, CA 90012 *Date of Evaluation:10/20/2020 (This space reserved for official comments.) Page: 2 of 3 DPR 523B (1/95)* Required Information DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 *Resource Name or # (Assigned by recorder) 510 W 2nd Street State of California --- The Resources Agency Primary # ___________________________________ DEPARTMENT OF PARKS AND RECREATION HRI ________________________________________ CONTINUATION SHEET Recorded By:ARG Date:10/20/2020 Continuation Update *B12. References (continued from page 2): Architectural Resources Group, Inc. City of Tustin Citywide Historic Resources Survey Update Report. Prepared for the City of Tustin, 2021. First American Title Co. Property Information. Accessed February 2021, https://www.myfirstam.com/Security/Login? ReturnUrl=%2FPolygon%2FMapSearch. Los Angeles Times, various dates. McAlester, Virginia Savage. A Field Guide to American Houses. New York: Alfred A. Knopf, 2015. Orange County Department of Public Works. OC Survey: Historical Aerial Imagery. Accessed February 2021, https://ocs.ocpublicworks.com/service- areas/oc-survey/products/historical-aerial-imagery. TBA West, Inc. and Carol Jordan. “Tustin Historical Resources Survey” Part 1 (DPR Forms) and Park 2 (Survey Report). Prepared for City of Tustin, 2003. Thirtieth Street Architects, Inc. “City of Tustin Historical Resources Survey Report” and DPR Forms. Prepared for City of Tustin, 1990. Tustin News, various dates. Tustin Preservation Conservancy. “List of Homes Turning 100 Years Old (Final Revision, 2017).” Unpublished list reporting deed research. On file at City of Tustin Community Development Department. Page: 3 of 3 DPR 523L (1/95)* Required Information DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16 DocuSign Envelope ID: A79378CC-A72C-493A-BDC4-3BD95374DB16