Title
Approval of Historic Preservation Exterior Rehabilitation Grants (Ordinance S-51691) - Districts 4 & 7
Description
Request for approval of 24 Historic Preservation Exterior Rehabilitation Grants for Fiscal Year (FY) 2024-25 totaling $385,320.89. In exchange for receiving grant funds, the property owners agree to sell to the City a 15- or 20-year conservation easement to protect the historic character of the property's exterior. Further request authorization for the City Controller to disburse all funds related to this item.
Report
Summary
Applications for the Exterior Rehabilitation Grant Program for FY 2024-25 were due on November 15, 2024. A total of 35 property owners submitted applications; one of these was disqualified because the request was less than the $5,000 minimum grant amount. The remaining 34 applications were forwarded to the Exterior Rehabilitation Grant panel for evaluation. The panel consisted of three staff members, a member of the Historic Preservation Commission, and a neighborhood representative/past grant recipient.
The panel met on December 13, 2024, to review the applications. Scoring criteria included assessment of whether the application: followed historic preservation standards; addressed the physical needs of the property; reflected a logical sequence or logical planning of an overall rehabilitation project; resulted in a positive visual impact on the historic appearance of the property and streetscape; addressed a critical maintenance issue; and returned a vacant building to productive use. Additional points were awarded for projects that were individually listed or located in a priority historic district (Brentwood, East Evergreen, Garfield, Idylwilde Park, North Garfield, Oakland, Phoenix Homesteads, Roosevelt Park, Villa Verde and Woodland), as well as for the significance and integrity of the property, the adequacy of the proposed bids and budget, and the overall quality of the application.
The panel recommended the 24 grant applications listed below for a total of $385,320.89. Panel members agreed that the next highest application, which received a score of 33.1, as well as those that scored lower, should not be funded. Applicants who are not recommended for funding will be encouraged to meet with staff to improve their application and resubmit it during a future round.
- 5 ANGEL TRUST (James C. Aten and Luz Marina Aten); 1134 W. Culver Street; FQ Story - install new wood shingle roof. Score: 44.4. Amount: $20,000.
- Robert Clement Fleury; 508 W. Portland Street; Roosevelt - install new wood shingle roof. Score: 42.5. Amount: $20,000.
- Bushu-Dang Family Trust; 502 W. Vermont Avenue; Medlock Place - repair steel windows and picture window. Score: 41.8. Amount: $20,000.
- Jennifer L. Wadsworth Trust; 2014 N. Laurel Avenue; Fairview Place - install new asphalt shingle roofs, reinstall terracotta ridge caps. Score: 41.5. Amount: $16,236.50.
- Japril Trust (Tess Calvert and Christian Peterson); 712 W. Palm Lane; Encanto-Palmcroft - install new wood shingle roof. Score: 41.3. Amount: $20,000.
- Brown Family Trust (Blanca Brown); 1715 N. 17th Avenue; Fairview Place - replace windows, masonry repairs, exterior stucco, exterior paint. Score: 41.2. Amount: $20,000.
- Jennifer R. Delgado; 232 E. Oregon Avenue; Windsor Square - repair steel windows. Score: 40.9. Amount: $20,000.
- Richard A. and Cindi L. Schuster; 918 W. Willetta Street; FQ Story - repair wood windows. Score: 39.1. Amount: $17,125.
- David A. and Alisha R. Solheim; 215 E. Oregon Avenue; Windsor Square - repair steel windows. Score: 39.0. Amount: $20,000.
- Pavella-Rieger Family Trust (Janice Pavella and Sharon Rieger); 78 W. Culver Street; Roosevelt - install new asphalt shingle roof, remove existing porch on top of carport, replace roof support. Score: 38.7. Amount: $13,540.84.
- Hart Diffley Trust; 1842 N. Laurel Avenue; Fairview Place - repair steel windows. Score: 38.6. Amount: $20,000.
- William R. and Ann M. Skanadore; 318 W. Roma Avenue; Yaple Park - masonry repair, foundation repair, exterior paint. Score: 38.5. Amount: $9,596.53.
- Paul M. and Karen A. Nakata; 530 W. Coronado Road; Willo - foundation repair, replace flooring. Score: 38.5. Amount: $16,311.39.
- Travis D. Bradley and Jessica L. Suworoff; 918 W. Heatherbrae Drive; Woodlea - repair steel windows, foundation repair, masonry repair, exterior paint, exterior door repair or replacement. Score: 38.3. Amount: $12,566.64.
- Will and Asuka James; 602 W. Turney Avenue; Yaple Park - repair steel windows. Score: 37.9. Amount: $20,000.
- Jeffrey D. Critchley; 2037 N. 12th Street; Coronado - repair steel windows. Score: 37.7. Amount: $14,664.
- Stacey M. Newman Living Trust; 1622 W. Wilshire Drive; Del Norte Place - foundation and masonry repair. Score: 37.2. Amount: $6,834.34.
- Miguel Montes III and Kelly Kissman; 3024 N. 16th Drive; North Encanto - porch slab and post repair, repair steel windows. Score: 36.7. Amount: $5,750.
- Mandy Lee Cornelius; 48 W. Lewis Avenue; Willo - repair or replace exterior siding, repair framing as needed. Score: 36.7. Amount: $13,795.65.
- Ian White and Samuel Wilkes; 1114 W. Heatherbrae Drive; Woodlea - restore wood shingle roof, replace exterior siding, repair steel windows. Score: 36.2. Amount: $20,000.
- Tiffany Ly and Cayley McDowell; 1611 N. 11th Avenue; Encanto-Palmcroft - install new dimensional asphalt shingle roof. Score: 36.1. Amount: $8,750.
- Jeff and Gail Willmore; 10 E. Orange Avenue; Windsor Square - repair steel windows. Score: 35.8. Amount: $20,000.
- Seabosxi Trust (Jeff and Betty Brewitt); 3034 N. 17th Avenue; North Encanto - foundation and masonry repair. Score: 34.9. Amount: $20,000.
- Andrew W. Fiese; 342 W. Cambridge Avenue; Willo - replace ceiling joists, replace wall studs, repair steel windows. Score: 34.4. Amount: $10,150.
In exchange for the grant funds, the property owners agree to sell to the City a conservation easement to protect the historic character of the properties' exteriors. The term of the easement will be 15 years for grant amounts of $10,000 or less and 20 years for grant amounts between $10,001 and $20,000. The conservation easement will be recorded on the property's title and will run with the land.
Financial Impact
The 24 grant awards total $385,320.89. Funds in the amount of $200,000 are available in the General Fund Historic Preservation operating budget and $185,320.89 from the 2023 General Obligation Bond Program - Historic Preservation.
Concurrence/Previous Council Action
The Historic Preservation Commission recommended approval of this item on January 13, 2025, by a 9-0 vote.
The Transportation, Infrastructure and Planning Subcommittee recommended approval of this item on February 19, 2025, by a 4-0 vote.
Location
Twenty-two of the residential property addresses above are located in District 4 and two are in District 7.
Council Districts: 4 and 7
Department
Responsible Department
The item is submitted by Deputy City Manager Alan Stephenson and the Planning and Development Department.