Agenda packet — Santa Ana City Council, September 6, 2022 (part 9 of 12)

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The number of applications received is typically lower than the number of applications sent out in any given period due to the stringent program guidelines for eligibility regulated by the federal government, which makes it difficult for most applicants to qualify.

The City of Santa Ana’s Residential Rehabilitation Grant Program is designed to improve and preserve affordable housing through the use of federal Community Development Block Grant (CDBG) funds. The Program is administered by Habitat for Humanity of Orange County on behalf of the City. The Program provides grants of up to $25,000 for eligible home repairs for low- and moderate-income homeowners at or below 80% of the Area Median Income (AMI), as defined by the U.S. Department of Housing and Urban Development (HUD). Eligible activities include the repair, replacement, and/or installation of major systems including plumbing, heating, electrical, windows, roof, paint, and handicap accessibility. A total of three (3) rehabilitation projects were completed during this quarter.

Down Payment Assistance Loan Program (DPAP) Progress
For the Down Payment Assistance Loan Program, staff evaluates applicant eligibility and oversees underwriting to ensure compliance with the program guidelines and requirements established by HUD. During this quarter, staff conducted three (3) down payment assistance virtual workshops via Zoom with a total of 45 attendees. Three (3) down payment assistance loan applications were approved, two (2) closed escrow and one (1) is currently in escrow.

The Housing Division also participated in the Orange County Community Housing Corporation’s Home Buyer Fair on Saturday, June 11. The fair was a collaboration with lenders, local real estate agents, the City, and fellow nonprofit partners, who provided services in English, Spanish and Vietnamese. Guests learned about different programs offered by various agencies, and learned how to achieve homeownership via workshops hosted by Citi and Bank of America. Twenty-two (22) attendees provided their email and were sent an application. After this Home Buyer Fair, interest from first-time homebuyers has increased and the Housing Division is anticipating the submittal of three (3) more applications at the start of the new quarter.

During the next quarter, staff will also be sending a letter and flyer to lenders and real estate agents to advertise the program and offer assistance for their clients. Staff will also be conducting monthly workshops together with NeighborWorks Orange County every second Tuesday of the month. In addition to these workshops, staff participated in the Vietnamese National Association of Real Estate Professionals (VNARP) Homeownership Fair on August 11 at the Garden Grove community center. During the event, staff participated on a panel with other organizations that provide first time home buyer assistance. Staff answered questions, provided staff contact information and assisted with applications as needed with the public in attendance. On August 27, staff will be participating in a Home Buyer Expo at HPT Realty & Finance offices, in partnership with VNARP, in the City of Westminster. Finally, staff are working with local

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lenders at Wells Fargo to get the City’s program approved within their company for an easier approval process. These activities for our Down Payment Assistance Loan Program are supplemented by a current 4 to 6 unit affordable homeownership project that staff is negotiating with Habitat for Humanity.

Loan Portfolio Management & Monitoring
The Housing Division is responsible for managing the residential loan portfolio, which includes all of the loans entered by the City and Housing Authority acting as the Housing Successor Agency. As of the end of the fourth quarter, the principal balance was $136,023,826.72. This is comprised of 340 loans, in which 315 are deferred or residual receipt payment loans. As shown in Table 2, the loan portfolio generated $701,240.48 in payments of principal and interest during the fourth quarter. The amount of residual receipts payments changes every quarter.

Table 2: Portfolio Revenue
Funding Source
HOME CDBG Redevelopment NSP CalHOME Inclusionary
Loan Payoffs $58,241.42 $135,214.21 $0 $10,579.02 $50,0000.00 $30,000.00 Residual Receipts
Payments $79,934.99 $0 $172,461.05 $139,351.08 $0 $0 Amortized Loan
Payments $1,288.88 $3,616.01 $20,153.82 $0 $300.00 $0
Total for Q4 $139,565.29 $138,830.22 $192,614.87 $149,930.10 $50,300.00 $30,000.00 Monitoring
As part of the requirements for these loans, staff must monitor the owner-occupancy of single-family homes that have received loans, and the building code compliance of units in rental projects with long-term affordability covenants. During this quarter, 47 owner- occupancy recertification letters were mailed and 46 were returned and processed. This number includes letters sent from previous months. Staff also conducted a total of 192 inspections during this quarter.

Density Bonus Housing Agreements
The California Density Bonus law allows developers proposing five or more residential units to seek increases in base density for providing on-site housing units in exchange for providing affordable on-site units. To help make constructing affordable on-site units feasible, the law allows developers to seek up to three incentives/concessions and an unlimited number of waivers, which are essentially variances from development standards that would help the project be built without significant burden and without detriment to public health. The first version of the Density Bonus Law was adopted in 1979 and has since been amended at various times. Recent revisions allow affordable housing developers to request incentives/concessions and/or waivers for 100-percent affordable developments, even if they do not require a numerical density bonus.

Moreover, in early 2017, the law was amended to restrict the ability of local jurisdictions to require studies to “justify” the density bonus and requested incentives/waivers and

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places the onus on local jurisdictions to prove that the incentives/concessions or waivers are not financially warranted.

Since 2018, the City of Santa Ana has entered into the following Density Bonus Housing Agreements.

Date of Agreement Developer or Housing
Development
Housing Development
Address Affordable Units
October, 2018
Metro East Senior Park,
aka, Santa Ana Senior
Associates
2222 E. First St.
415 Rental units
restricted for Very Low
Income and Low Income
or Senior Tenants
August, 2018
First Point I & II
Apartments, aka, Santa
Ana Pacific Associates
2110, 2114 and 2020
E. First St.
547 Rental units
restricted for Very Low
Income and Low Income
Tenants
November, 2019 The Rafferty, aka, QOZB
III, LLC 114 & 117 E. Fifth St.
11 Rental units restricted
for Very Low Income
Tenants
August, 2022 Brandywine Acquistion
Group 1814 & 1818 E. First St.
4 Townhomes restricted
for sale to Monderate-
Income Buyers
Renter Protections
The Santa Ana City Council adopted two ordinances to help protect renters: a Rent Stabilization Ordinance, which limits residential rent increases to the lower of 3% or 80% of consumer price index (CPI) per year, and a Just Cause Eviction Ordinance, which provides “just cause” eviction protections for most tenants that occupy a residential real property or mobile home for 30 days. The new ordinances became effective on November 19, 2021, and expand on existing protections under the California Tenant Protection Act of 2019.

Since the adoption of the ordinances, flyers, frequently asked questions, and press releases have been circulated to the community. The City also regularly updates a website devoted to the ordinances, which includes related documents and announcements ( www.santa-ana.org/renterprotections). The ordinances are currently administered by staff in partnership with RSG.

During this quarter, staff and RSG fielded calls from the public and provided information and education to renters and property owners on the City’s Rent Stabilization and Just Cause Eviction Ordinances. A breakdown of the number of inquiries is as follows:

Month # of Inquiries
April 2022 161
May 2022 174
June 2022 111
Total 446

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The City requires that when changing the terms of a tenancy, an owner must submit proof of service to the City as evidence that the owner has complied with noticing requirements.

A breakdown of the number of notices received is as follows:

During this quarter, the City announced the amount of allowable rent increase, which shall be effective as of September 1, 2022. Staff informed the public of programmatic updates via Nixle, social media, newsletters, and email distribution lists. A breakdown of the means of outreach is as follows:

Lastly, Staff and RSG also conducted one (1) informational workshop at the HOPE Center:
•April 29, 2022: 66 attendees
Available Funds and Land Assets for Affordable Housing Development Projects The City of Santa Ana and the Housing Authority acting as the Housing Successor Agency manages multiple sources of local, state and federal funds to develop affordable housing. Exhibit 1 provides a summary of the funds available as of June 30, 2022.

Housing Opportunity Ordinance
On-Site Development:

Since 2011, a total of 33 units have been developed on-site as a result of the Ordinance, including 23 ownership units for-sale and 10 rental units:

Units Built On-Site
Ownership Rental Total
23 10 33
In-Lieu Fees Generated:

All in-lieu fees, penalties and other monies collected pursuant to the Housing Opportunity Ordinance, including interest, are deposited into the Inclusionary Housing Fund. Since inception, the Inclusionary Housing Fund has generated $28,443,446 to be used for the Month # of Notices
April 2022 13
May 2022 117
June 2022 91
Total 221
Platform Individuals Reached
Nixle 12,576
Facebook 7,816
Instagram 4,551
Twitter 337
Nextdoor 916
Total 26,196

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development of housing affordable to low- and moderate-income households, with a reasonable amount spent on administrative or related expenses associated with the administration of the Housing Opportunity Ordinance. In-lieu fees generated have been used to develop new affordable housing opportunities, provide emergency shelter, and create homeownership opportunities. Below is a summary of how in-lieu fees have been used by the City:

Project Inclusionary Housing
Funds SPENT # of Units Address
Santa Ana Arts
Collective $4,775,000 57 1666 N. Main Street
La Placita Cinco $1,300,000 50 2239 West 5th Street
The Link Interim
Emergency Shelter $4,140,295 N/A 2320 S Redhill Avenue
TOTAL $10,215,295 107
Project Inclusionary Housing
Funds COMMITTED # of Units Address
Habitat for Humanity
“Lacy & Vance” $565,271 2 826 N. Lacy Street &
830 N. Lacy Street
Westview House $1,514,113 84 2530 and 2534
Westminster Avenue
WISE Place Steps to
Independence Public
Service Program
$90,000 N/A N/A
Down Payment
Assistance $1,250,000 N/A N/A
WISEPlace PSH Pre-
Commitment Loan $484,000 48 1411 N. Broadway
TOTAL $3,903,384 86
Affordable Housing Development Projects
There are three (3) affordable housing projects under construction, and four (4) affordable housing projects in pre-development. Below is a brief summary and status-update for each project. Exhibit 2 provides a development timeline for each project. The RFP for Affordable Housing Development, which was issued on December 8, 2021 and closed on February 28, 2022, received three eligible proposals, one of which WISEPlace PSH has been awarded a pre-commitment letter and the two other proposals are currently in the review and evaluation phase.

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Projects under Construction
Legacy Square (609 N Spurgeon Street)
Developer National Community Renaissance with Mercy House as the service provider Description
New construction of a 100% affordable multifamily apartment complex consisting of 92 units of rental housing and one (1) manager’s unit. All units will be affordable to households earning less than 60% AMI of which 33 units will be set-aside for permanent supportive housing.

Authority
Funds Eight (8) Project-Based Vouchers (PBVs)
Update
Construction is currently underway. Specifically, the build up roof is complete and the low roof are dried and roof tiles are getting stocked. Pre-lim drywall is completed at the 4 th level. HVAC is starting to install ductwork and exhaust vents at the 4th level. Pre-lim insulation is complete on the 3 rd and 4 th level and will start on the 2nd floor units. Unit entry doors, WH doors and patio doors installation will be completed soon. Five community workshops were conducted for information on the application process of which there were 166 attendees. The estimated completion date is February 2023.

North Harbor Village (1108 N Harbor)
Developer Jamboree Housing Corporation
Description Acquisition and rehabilitation of a former motel yielding 89 units of permanent supportive housing.

City / Authority
Funds
CDBG ($1,687,047); Eight-nine (89) PBVs consisting of 34 HUD-VASH PBVs and 55 non HUD-VASH PBVs.

Update
Construction is currently underway. Specifically, the following items have been completed: framing repairs, work on Harbor Blvd, concrete and rebar for the new community building, repairs to the roof/framing, installation of temporary stairs, demolition of old stairs, underground utilities for community building, and installation of new sheer wall to replace old rotted material.

There was additional work due to unforeseen conditions such as mold, water damage, termite damage, and altered structures. Due to the additional construction work, the new estimated completion date is January 2023.

Westview House (2530 Westminster Avenue)
Developer Community Development Partners
Description
New construction of an affordable multifamily apartment development consisting of 85 units of both large family and PSH units with one (1) manager’s unit. Twenty-six of the units will be funded by Mainstream PBVs and Mental Health Services Act (MHSA) funds through the No Place Like Home (NPLH) program.

City / Authority
Funds
Inclusionary Housing ($1,514,113), HOME Investment Partnerships Program ($2,003,705), Rental Rehabilitation Program ($386,523), and twenty-six (26) Mainstream Program PBVs
Update
Following approval by City Council on May 17, 2022, Community Development Partners successfully closed on their construction loan financing on May 31, 2022. The City disbursed 90% of our Inclusionary

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Housing ($1,514,113) and HOME Investment Partnerships Program ($2,003,705) loan funds at closing, and 100% of our Rental Rehabilitation Program funds. HOME Grading activities are currently taking place at the site.

A groundbreaking ceremony data is to be determined. Completion of the project is anticipated in February 2024.

Projects in Pre-Development
Crossroads at Washington (1126, 1136 and 1146 E Washington Avenue) Developer Related Companies of California with A Community of Friends (ACOF) as co- developer and lead service provider
Description
New construction of a 100% affordable multifamily apartment complex consisting of 85 units of rental housing and one (1) manager’s unit. All units will be affordable to households earning less than 30% AMI of which 43 units will be set-aside for permanent supportive housing.

City / Authority
Funds
HOME Investment Partnerships Program ($3,007,489), Neighborhood Stabilization Program ($1,637,420), sixty-five (65) year ground lease agreement for 1126, 1136 and 1146 E. Washington Avenue (Appraised Value as of September 22, 2019: $4,108,136) Fifteen (15) Project-Based Vouchers (PBV’s)
Update
The City, County, and Department of Toxic Substances Control (DTSC) entered into a Standard Voluntary Agreement for further agency oversight.

DTSC approved the draft Removal Action Workplan (RAW) on March 28, 2022 and the Removal Implementation Plan which is required for the start of remediation activities. Remediation/Cleanup in accordance with the RAW is complete. DTSC approved the cleanup completion report. DTSC’s Land Use Covenant relating to the remaining contamination of PCE on the Housing Authority’s parcel was executed and recorded. With the help of the Developer, the Housing Authority and County secured an award of DTSC’s Equitable Community Revitalization Grant (ECRG) funds. These funds will be used for unforeseen environmental conditions during the construction of the affordable housing project. The construction loan closing will occur in July 2022.

FX Residences (801, 809, 809 ½ E Santa Ana Boulevard)
Developer HomeAid Orange County, Inc. with Mercy House as the service provider Description New construction of an affordable multifamily apartment complex consisting of 16 units of permanent supportive housing, and one (1) manager’s unit.

City / Authority
Funds
Housing Successor Agency ($1,656,947), three (3) PBVs, 99-year ground lease agreement for 801 E. Santa Ana Blvd. (Appraised Value as of Oct 25, 2018: $788,000)
Update
On December 7, 2021, City Council approved an additional $587,000 from its Low and Moderate Income Housing Asset Fund due to an unanticipated increase in construction costs for the project. City Council also approved the project’s Loan Agreement, 99-Year Ground Lease, Density Bonus Agreement, and Development Impact Fee Deferral Agreement. HomeAid Orange County submitted for the first grading plan check in November of 2021 and for the first building plan check in February of 2022. There have been comments back on a few plans and HomeAid is working with their engineers to resubmit those plans. They are expecting permits to be pulled in late

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summer 2022. Closing calls for current financers of the project will begin in July 2022.

Habitat for Humanity (826 N Lacy & 830 N Lacy Street)
Developer Habitat for Humanity of Orange County
Description New construction of two single-family detached homes for homeownership serving households up to 120% AMI.

City / Authority
Funds
Inclusionary Housing ($565,271) and a 99-year ground lease agreement for 416 Vance Street and 826 N. Lacy Street (Appraised Value as of Oct 25, 2018: $578,000)
Update
On April 6, 2021, City Council approved a First Amendment to the Conditional Grant Agreement with Habitat for Humanity of Orange County for an additional $333,777 in Inclusionary Housing Funds for a total Inclusionary Grant amount of $565,271 for the development of the project. The Developer’s Site Plan Review application was submitted in April 2021. Final Approval of Site Plan Review awarded and project was approved by the Planning Commission on May 9, 2022. Grading Plans submitted for review at the end of December 2021. Grading Plans for 826 N Lacy have been approved but they are still awaiting approval on 830 N Lacy. Once 830 N Lacy is approved, Habitat’s Project Manager will work with Public Works staff to pull Grading Permits. Their goal is to start the Grading Process in August 2022. Building Plans submitted and have now been approved for both 826 & 830 N Lacy. Habitat is working with staff in Planning, Public Works and Building to pull Building Permits. The goal is to start the foundations by September 2022.

WISEPlace Permanent Supportive Housing (1411 N Broadway) Developer Jamboree Housing Corporation with WISEPlace as the co-developer and lead service provider
Description Adaptive reuse and new construction of the WISEPlace building to provide 48 permanent supportive housing units, and one (1) manager’s unit.

City / Authority
Funds HOME-ARP ($5,256,327); Twenty-five (25) PBVs
Update
The developer has obtained all of their soft funding commitments from the City of Santa Ana, Orange County Housing Finance Trust, and the County of Orange. The developer applied to TCAC for competitive 9% tax credits in June 2022. Awards will be announced in September 2022.

FISCAL IMPACT
There is no fiscal impact associated with this action.

EXHIBIT(S)

1. Available Funds for Affordable Housing Development Projects

2. Project Timelines
Submitted By: Steven Mendoza, Assistant City Manager
Approved By: Kristine Ridge, City Manager

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Available Funds for Affordable Housing Development Projects As of June 30, 2022
Housing Successor Agency (Housing Authority)
$4,861,423 Cash on Hand
($1,656,947) Frances Xavier Residence Project Pre-Commitment Loan 1 ($56,052) Administrative Costs Allowance 2
($2,533,952) Administrative Costs Allowance for Future Fiscal Years 3 ($307,386) Crossroads at Washington Option Agreement Amendment 4 ($12,883) Crossroads at Washington Environmental Assessment Oversight 5 $294,203 Available Funds
Inclusionary Housing Funds
$14,795,979 Cash on Hand
($1,250,000) Down Payment Assistance Program 6
($565,271) Lacy Street Project Grant 7
($151,411) Westview House Pre-Commitment Loan 8
($37,500) Westview House Project Cost
($11,544) WISEPlace Steps to Independence Program Agreement 9 ($484,000) WISEPlace PSH Pre-Commitment Loan 12
($2,837,509) Administrative Costs Allowance (CDA/PBA)
$9,458,744 Available Funds
HOME Program
$7,148,306 Funds to Drawdown
($3,007,489) Crossroads at Washington Pre-Commitment Loan 10 ($75,187) Crossroads at Washington Project Costs
$4,065,630 Available Funds to Drawdown
HOME-American Rescue Plan Program (PSH Projects Only)
$5,256,327 Funds to Drawdown
($5,256,327) WISEPlace PSH Pre-Commitment Loan 12
$0 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only) $124,690 Funds to Drawdown
$124,690 Available Funds to Drawdown
Rental Rehabilitation Grant Program
$48,258 Cash on Hand 11
($38,652) Westview House Pre-Commitment Loan 8
$9,605 Available Funds
$13,952,872 Total Available Funds
1 Approved by Housing Authority on January 15, 2019. Additional $587,000 approved by Housing Authority on December 7, 2021. 2 The Housing Successor Agency relies on available cash to fund the monitoring and compliance functions related to the former Redevelopment Agency's housing loans. 3 Funds to be set aside for compliance and monitoring requirements due to uncertainty of future repayment revenues. 4 Approved by Housing Authority on December 15, 2020. Additional $150,000 maximum approved by Housing Authority on August 17, 2021 (2nd Amendment to Option Agreement). 5 Approved by Housing Authority on July 20, 2021.
6 $400,000 originally approved by City Council on March 6, 2018. Nine loans paid through end of September 2021. Additional $1,200,000 approved by Council on November 2, 2021. 7 Approved by City Council/Housing Authority on March 5, 2019. Additional $333,777 approved by City Council on April 6, 2020. 8 Approved by City Council on April 7, 2020.
9 Approved by City Council on April 7, 2020.
10 Approved by City Council on July 2, 2019. Additional $333,742 loan amount approved on August 17, 2021. 11 Old program income available after close out of program with HUD. 12 Approved by City Council on June 21, 2022.

EXHIBIT 1

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EXHIBIT 2

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Current Affordable Housing Development Project Timelines Projects Under Construction

Legacy Square – 609 North Spurgeon Street
Aug 18 Santa Ana CDA Funding Application
Dec 18 Applied for NPLH and SNHP Funds
Jan 19 Santa Ana funding award
Feb 19 Planning entitlements approved
Feb 19 Applied for Round 4 AHSC Funding
May 19 Award of SNHP funds
Jul 19 Applied for Round 1 MHP
Nov 19 Applied for State 4% tax credits
Jan 20 Construction drawings (8-12 weeks)
Feb 20 Apply for Round 5 AHSC funding
May 20 Apply for 4% tax credits
May 20 Plan check (12-16 weeks)
Jun 20 Award of AHSC funds
July 20 Award of 4% Tax Credits
July 20 Award of Tax-Exempt Bonds
May 20 Plan Check (12-16 weeks)
Jan 21 Building permit issuance
Feb 21 Construction closing/syndication
Feb 21 Begin construction (24 months)
Jul 21 Groundbreaking Ceremony
Mar 22 Press Release announcing 5 Community Workshops for Lease Up information
Apr 22 Framing complete
May 22 Roofing to start
July 23 Elevator Cab delivery
Feb 23 Construction complete
June 23 100% fully leased (4 months)

North Harbor Village – 1108 N. Harbor
Mar 19 Start of design development
Mar 19 Applied to FHLBSF for AHP Financing ($890,000)
Mar 19 Award of VASH Vouchers & City Loan by City Council (89 Vouchers and $1,687,047)
Mar 19 Start environmental approval process with City of Santa Ana (CEQA/NEPA) Mar 19 Applied for Home Depot Grant ($500,000)
Jun 19 CEQA / NEPA Approval – City of Santa Ana
Jun 19 AHP Award Date ($890,000)
Aug 20 Applied to HCD for MHP 1st Round Funding ($13,316,412) Dec 19 Notified project did not receive 1st Round MHP funding Feb 20 Applied to HCD for VHHP Funding ($10,000,000)
Mar 20 Applied to HCD for MHP 2nd round funding

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Mar 20 Applied to OCHFT Financing ($2,292,920)
May 20 Notified project did not receive 2st Round MHP funding May 20 Received OCHFT funding award ($2,292,920)
Jun 20 Received VHHP funding award ($10,000,000)
Jun 20 Submitted Plans for Ministerial Design Approval
Jun 20 Applied for CDLAC tax exempt bond allocation ($24,000,000) Jul 20 Applied for TCAC 4% competitive state and federal tax credits ($9,896,911) Sept 20 CDLAC Allocation
Nov 20 Ministerial Design Approval (upon completion of community meeting on 11/4/2020)
Oct 20 TCAC Allocation
Oct 20 Start construction documents for rehab
Nov 20 Submit first plan check
Dec 20 Awarded Home Depot Grant
Jan 21 Receipt of first plan check comments
Jan 21 Submit second plan check
Feb 21 Receipt of second plan check comments
Feb 21 Submit third plan check
Mar 21 Received permit ready
Apr 21 Construction loan closing
Apr 21 Pull Permits and start construction
May 21 Site Demolition
Dec 21 Work on mock up units begins
Jun 22 Structural retrofitting and repairs
July 22 Roofing and Framing
Aug 22 Stock drywall & Inspections
Aug 22 Gutter , Awning and Painting & installation of stairs Sep 22 OCHFT Loan finalized
Oct 22 Interior refurbishments & finishes
Nov 22 Complete flooring
Oct 22 Start of lease up
Jan 23 Construction Completion
Feb 23 Final Cleaning
May 23 F ull occupancy

Westview House – 2530 Westminster Avenue
Oct 19 City of Santa Ana RFP submittal
May 20 OC 2020 Supportive Housing NOFA Submittal
Dec 20 OC 2020 Supportive Housing NOFA award
Jan 21 City of Santa Ana PBV Award
Jan 21 Construction/permanent debt commitments
Jan 21 Receive Entitlements
Jan 21 No Place Like Home application
Mar 21 OCHFT application
May 21 OCHFT Award
Jun 21 No Place Like Home commitment

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Sep 21 CDLAC/TCAC 4% application
Dec 21 CDLAC/TCAC 4% award
May 22 Close on construction financing
Jun 22 Construction permits issued
Jun 22 Construction start
Feb 24 Construction complete
July 24 All units Leased
Nov 24 Perm Debt Conversion

Projects in Pre-Development

Crossroads at Washington – 1126 and 1146 E. Washington Avenue Aug 19 Submitted PSH application to County
Oct 19 Submitted for Planning entitlements
Oct 19 Community meeting
Nov 19 Approval of Joint Powers Agreement, Option to Ground Lease, Voucher Resolution and Cooperation Agreement, and Regional Housing Needs Assessment (RHNA) Agreement and Density Bonus
Dec 19 NEPA EA City Approval – City of Santa Ana submits NEPA EA to HUD Feb 20 PSH Funds and Voucher approval from County Board of Supervisors Feb 20 Planning entitlements approved
Mar 20 TCAC 9% Application – 1
st Round 2020
Jul 20 TCAC FCAA/9% Application – 2nd Round 2020
Oct 20 TCAC FCAA/9% Award – 2nd Round 2020
Mar 21 Submitted OCHFT PSH NOFA Application
May 21 OCHFT PSH NOFA Award
Dec 21 Submit DTSC Equitable Community Revitalization Grant (ECRG) Pre-Qualifying Application
Feb 22 Submit for 1st plan check
Mar 22 DTSC approves draft Removal Action Workplan; draft Removal Implementaion Plan under review
Apr 22 DTSC ECRG Full Application
Jul 22 DTSC ECRG Award
Jul 22 City issues permit ready letter
Jul 22 C onstruction finance closing/Start construction Nov 23 Construction complete
Mar 23 Full occupancy

FX Residences – 801, 809, 809 ½ E. Santa Ana Boulevard
Jan 19 Council approval for land lease and project funding Jan 19 Submittal of application for NPLH funding
Feb 19 Confirm with City staff that project site can yield additional units under existing zoning
Mar 19 Revise conceptual drawings for additional 5 units (17 total units, up from the original 12 units)

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Mar 19 SNHP funding application submitted to County
Apr 19 City staff to review revised conceptual design
Apr 19 Begin development agreement
May19 Board of Supervisors meeting for SNHP funding
Jul 19 Execute Development Agreement
Jul 19 Formal awards letters for NPLH funding to be issued Aug19 Initial planning submittal
Sept19 Sunshine Ordinance Meeting
Mar 21 Planning Commission Meeting (ministerial approval of density bonus) Oct 21 Submit for first plan check
Dec 21 City Council Meeting (ministerial approval of density bonus) Dec 21 City Council approval of additional $587,000 for construction costs Feb 22 Building permit submittal
Mar 22 Recived 1st set of comments back from Plan Check, consultants working on responses.

Jul 22 FX Funding Closing Meetings begin, 2nd Building Plan Submittal Aug 22 Building and Grading Permit achieved
Oct 22 Consruction Funding Closing,begin construction Nov 23 Anticipated Completion of construction
Nov 23 Certificate of Occupancy/closings anticipated Dec 23 Lease up units ( 3 months)

Habitat for Humanity – 826 N. Lacy Street & 830 Lacy Street ( 416 Vance Street) May 20 DDA signed
June 20 Prepare grading plans
Oct 20 Prepare architectural plans
Oct 20 Submit Neighborhood Review Application
Feb 21 Final Approval from Historic French Park Committee Apr 21 Submit Site Review Application
Dec 21 Submit grading/ Non-Priority WQMP
Jan 22 Submit architectural plans
May 22 Planning Commission Approval
Jul 22 Grading permit issued
Aug 22 Commence Grading
Aug22 Building Permits issued
Aug22 Begin construction
Jul 23 Anticipated construction completion
Jul23 Certificate of Occupancy / Closings

WISEPlace Permanent Supportive Housing
May 19 Start of conceptual design development
Sept 19 Applied to City of Santa Ana for Financing Feb 20 Notified not awarded City of Santa Ana Financing Mar 20 Applied to Orange County Housing Finance Trust (OCHFT) Financing Apr 20 Met with City of Santa Ana Planning Staff on entitlements May 20 Notified not awarded OCHFT Financing

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Jun 21 Met with City of Santa Ana staff to review revised conceptual plans Jan 22 Submitted Historic Resource Commission and entitlements application to City of Santa Ana
Feb 22 Applied to City of Santa Ana for HOME-ARP Funding and PBVs Mar 22 City of Santa Ana Historic Resource Commission Approval Mar 22 Applied to OCHFT Financing
Mar 22 Applied to AHP Financing
Apr 22 Awarded City of Santa Ana for HOME-ARP Funding and PBVs May 22 Awarded OCHFT Funding
May 22 City of Santa Ana Planning Commission Approval of entitlements May 22 City of Santa Ana Community Development Commission Approval of Funding and Density Bonus Agreement (DBA)
Jun 22 Notified not awarded AHP Funding
Jun 22 Applied to County of Orange for ARPA Funding Jun 22 City of Santa Ana City Council Approval of DBA Jun 22 Awarded County of Orange ARPA Funding
Jun 22 Applied for TCAC 9% competitive federal tax credits Sept 22 TCAC Allocation
Sept 22 Start construction documents
Nov 22 Submit first plan check
Nov 22 Receipt of first plan check comments
Dec 22 Submit second plan check
Jan 23 Receipt of second plan check comments
Jan 23 Submit third plan check
Feb 23 Receive permit ready letter
Mar 23 Construction loan closing
Mar 23 Pull Permits and start construction
Apr 23 Site Demolition
Jun 24 Start of lease up
Oct 24 Construction Completion
Dec 24 Full occupancy

City Council
12 –
15 9/6/2022

Public Works Agency
www.santa-ana.org/pw
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 6, 2022
TOPIC: Purchase of Four Ford F-150 Electric Trucks
AGENDA TITLE:

Approve an Appropriation Adjustment and Award a Purchase Order to National Auto Fleet Group in the Amount of $229,087.64 for Four Ford F-150 Electric (EV) Trucks (Specification No. 22-113) (Non-General Fund)

RECOMMENDED ACTION

1. Approve an appropriation adjustment allocating revenues received in FY 2022-2023 in the amount of $251,268 in the Air Quality Improvement (AB 2766), Special Revenue Fund account and appropriating the same amount into the Air Quality Improvement, Fleet Services-MSRC Program expenditure account for FY 2022-2023 Machinery & Equipment . (Requires five affirmative votes)

2. Recognize grant reimbursement received in the Air Quality Improvement (AB 2766) Special Revenue Fund account in the amount of $251,268.50 in Fiscal Year 2022- 2023.

3. Authorize a one-time purchase and payment of purchase order to National Auto Fleet Group for the purchase of five Ford F-150 EV Trucks, in the amount of $229,087.64, plus a contingency of $20,000, for a total amount not to exceed $249,087.64, subject to non-substantive changes approved by the City Manager and City Attorney.

DISCUSSION
The Public Works Agency’s Fleet Services Section is responsible for the acquisition, maintenance, repair, and replacement of vehicles, trucks, and maintenance equipment.

The purchase is for four (4) electric 1/2 ton Ford F-150 trucks. This purchase supports the Fleet Services Green Strategic Plan to reduce the City's carbon footprint, greenhouse gas emissions, and overall operational maintenance costs. Electric Vehicles are now considered as mainstream technology and will be strategically replacing outdated vehicles.

Santa Ana Ordinance No. NS-2312 authorizes the City to utilize purchase contracts for any public agency utilizing a competitive bid process. Sourcewell (formerly National Joint

City Council
13 –
1 9/6/2022

Purchase of Five Ford F-150 EV Trucks
September 6, 2022

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2 9
3 4
Powers Alliance), awarded a contract to National Auto Fleet Group (Contract No. 091521- NAF) for procurement of Cars, Trucks, Vans, SUVs, Cab Chassis, & Other Vehicles as a result of open competitive bidding on behalf of its members, which includes government agencies. Utilizing the contract awarded to National Auto Fleet Group allows the City to make purchases through November 8, 2025, and is in accordance with the City’s existing Purchasing Guidelines.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

FISCAL IMPACT
An appropriation adjustment is required to recognize and allocate funds received in FY 2022-2023 in the amount of $251,268.50 in the Air Quality Improvement (AB 2766) Special Revenue Fund account (03117002-52351) and appropriate the same amount into the Air Quality Improvement, Fleet Services - MSRC Program account (03117102- 66400) for FY 2022-2023 Machinery and Equipment expenses. After the appropriation adjustment, funds are budgeted and made available in the following account for the specified year.

Fiscal
Year
Accounting Unit-
Account #
Fund
Description
Accounting Unit,
Account Description Amount
2022-23 03117102-66400
Fleet Services
Special
Revenue
Funds
Air Quality
Improvement,
Fleet Services –
MSRC Program
$249,087.64
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager

City Council
13 –
2 9/6/2022

Parks, Recreation, and Community Services
www.santa-ana.org/departments/parks-recreation/
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 6, 2022
TOPIC: Construction of a Santa Ana Zoo Educational Hub and Installation of a Universally Accessible Playground at Thornton Park: Appropriation Adjustment Recognizing Grant Revenue from the State of California, Prior Year Residential Development District Revenue and Amend the Fiscal Year 2022-2023 Capital Improvement Program
AGENDA TITLE:

Construction of a Santa Ana Zoo Educational Hub and Installation of a Universally Accessible Playground at Thornton Park: Approve an Appropriation Adjustment to Recognize $4,000,000 in Grant Revenue from the State of California Natural Resources Agency, Recognize $230,250 in Revenue Received in Prior Years from Residential Development District 3, and Amend the Fiscal Year 2022-2023 Capital Improvement Program (Non-General Fund)

RECOMMENDED ACTION

1. Approve an Appropriation Adjustment to recognize $4,000,000 in grant revenue from the State of California Natural Resources Agency into the State Grant-Direct revenue account and appropriate $2,000,000 into the State Resources Agency Grant, Building Improvements expenditure account, and $2,000,000 into the State Resources Agency Grant, Improvements Other than Building expenditure account to construct a Santa Ana Zoo Educational Hub and install a Universally Accessible Playground at Thornton Park. (Requires five affirmative votes)

2. Approve an Appropriation Adjustment to recognize $230,250 in revenue received from prior years into the Residential Development District 3, Park Acquisition & Development Fees revenue account and appropriate the same amount into the Residential Development District 3, Building Improvements expenditure account. (Requires five affirmative votes)

3. Approve an amendment to the Fiscal Year 2022-2023 Capital Improvement Program to include the Santa Ana Zoo Educational Hub and Universally Accessible Playground at Thornton Park projects.

City Council
14 –
1 9/6/2022

Appropriation Adjustment Recognizing Grant Revenue from the State of California, Prior Year Residential Development District Revenue and Amend the Fiscal Year 2022-2023 Capital Improvement Program
September 6, 2022

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0 1

DISCUSSION
On May 3, 2022, Council adopted a resolution approving the acceptance of grant funds from the State of California Natural Resources Agency in the amount of $4,000,000 for the Zoo Educational Hub and installation of a Universally Accessible Playground at Thornton Park. The agreement for funding has been executed and now the City is seeking an appropriation adjustment to begin progress on both projects.

Zoo Education Hub: “The Hive” - Education Hub Building at Santa Ana Zoo The project goal is a building including a flex space, classroom(s), and hub for community volunteers and education staff. The classrooms are flexible in design and layout to maximize their use potential throughout the day and year. The facility would use environmentally sustainable materials in its construction. This facility will serve as a reception area for schoolchildren coming to the zoo and is directly adjacent to the existing outdoor amphitheater. Different sides of the building will open out to the general zoo area, the amphitheater, or staff and service areas.

Universally Accessible Playground at Thornton Park
The City of Santa Ana’s first Universally Accessible Playground installation at the George Upton All Access Park (one acre-site) located within Thornton Park will include equipment specially designed to enable children of all abilities to play alongside each other. All children, regardless of physical limitation, should be able to enjoy the fun that comes along with playing on a playground. Kids love to play, and no child should be prevented from having fun at the playground by a physical handicap. This playground will replace the current 30-year-old playground with failing equipment and deteriorating parts.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

FISCAL IMPACT
Approval of the appropriation adjustment will recognize $4,000,000 in State of California Natural Resources Agency grant funds into the State Grant-Direct revenue account (No. 16113002-52025) and appropriate $2,000,000 into the State Resources Agency Grant, Building Improvements expenditure account (No. 16113262-66200), and $2,000,000 into the State Resources Agency Grant, Improvements Other than Building expenditure account (No. 16113262-66220). Additionally, for the Zoo Educational Hub, $230,250 will be recognized in the Residential Development District 3, Prior Year Carry Forward account (No. 31313002-50001) and appropriated into the Residential Development District 3, Building Improvements account (No 31313260-66200). Lastly, $230,250 from the Cannabis Public Benefit Fund will be reallocated from Splash Pad Projects (previously appropriated) for the George Upton All-Access Playground.

City Council
14 –
2 9/6/2022

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0 1
Funds will be budgeted for expenditures as follows:

Fiscal
Year
Accounting
Unit -
Account
No.

Fund
Description
Accounting Unit - Account
No. Description
Amount
FY 22-23 16113262-
66200
PRCSA
Capital Grants
State Resources Agency
Grant, Building
Improvement
$2,000,000
FY 22-23 16113262-
66220
PRCSA
Capital Grants
State Resources Agency
Grant, Improvements Other
than Building
$2,000,000
FY 22-23 31313260-
66200
Acquisition
and
Development-
District 3
Residential Development
District 3, Building
Improvements
$230,250
FY 22-23 01213020-
66220
Cannabis
Public Benefit
Fund
PRCSA Youth Services,
Improvements Other than
Building
$230,250
Total $4,460,500

EXHIBIT(S)

1. Capital Improvement Program Sheet-Zoo Educational Hub

2. Capital Improvement Program Sheet-George Upton All-Access Playground Submitted By:Hawk Scott, Executive Dir. Of Parks, Recreation and Community Services Agency
Approved By: Kristine Ridge, City Manager

City Council
14 –
3 9/6/2022

CITY OF SANTA ANA FY 22/23CIP

CAPITAL IMPROVEMENT PROJECT WORKSHEET
PROJECT DESCRIPTION:

The project goal is a building including a flex space, classroom(s), and hub for community volunteers and education staff. The classrooms are flexible in design and layout to maximize their use potential throughout the day and year. The facility would use environmentally sustainable materials in its construction.

PROJECT NEED:

This facility serves as a reception area for school children coming to the zoo and is directly adjacent to the existing outdoor amphitheater.

Different sides of the building will open out to the general zoo area, the amphitheater, or staff and service areas.

PROJECT TITLE:

Santa Ana Zoo Educational Hub
PROJECT CATEGORY:

City & Park Facility Improvements
Park Facility

LOCATION MAP
AGENCY: DATE:

Parks, Rec. & Community Services
DIVISION:

Zoo
CONTACT:

PRCSA Staff
16-Aug-2022
PROJECT COSTS FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 Design Engineering 230,250 - - - - - -
Construction Engineering 230,250 - - - - - -
Construction 1,769,750 - - - - - -
TOTAL 2,230,250 - - - - - -
SOURCE OF FUNDS FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 230,250 - - - - - -A & D District 3

CA RESOURCES AGENCY
GRANT
2,000,000 - - - - - -
TOTAL 2,230,250 - - - - - -
Exhibit 1

City Council
14 –
4 9/6/2022

CITY OF SANTA ANA FY 22/23CIP

CAPITAL IMPROVEMENT PROJECT WORKSHEET
PROJECT DESCRIPTION:
“George Upton All Access Park” is a 1-acre site within Carl Thornton Park. One of the main components is the barrier free playground, designed to be not only fully accessible to disabled users, but in a way where all users, regardless of ability, can play side by side.

PROJECT NEED:

The original installation is now 30 years old, and the equipment is failing. Replacement parts are unavailable. Many of the customized features are deteriorating. This project will fully replace all playground equipment, built-in site play elements, interconnecting ramps and walkways, and rubber surfacing areas.

PROJECT TITLE:

George Upton All Access
Playground at Thornton Park
PROJECT CATEGORY:

City & Park Facility Improvements
Facility

LOCATION MAP
AGENCY: DIVISION: DATE:

Parks, Rec. & Community Services Administration
CONTACT:

PRCSA Staff 16-Aug-2022
PROJECT COSTS FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 Design Engineering 230,250 - - - - - -
Construction Engineering 230,250 - - - - - -
Construction 1,769,750 - - - - - -
TOTAL 2,230,250 - - - - - -
SOURCE OF FUNDS FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 2,000,000 - - - - - -CA RESOURCES AGENCY
GRANT
CANNABIS PUBLIC BENEFIT 230,250 - - - - - -
TOTAL 2,230,250 - - - - - -
Exhibit 2

City Council
14 –
5 9/6/2022

Public Works Agency
www.santa-ana.org/pw
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 6, 2022
TOPIC: Construction Funding for Flower Street Sewer Main Improvements

AGENDA TITLE
Approve Appropriation Adjustment and Amendment to the FY 2022-23 Capital Improvement Program to Increase Construction Engineering and Contingencies by $574,578 for the Flower Street Sewer Main Improvements Project (Project No. 18-6616) (Non-General Fund)

RECOMMENDED ACTION

1. Approve an appropriation adjustment to recognize $574,578 of prior year fund balance in the Water Fund, Public Works Water Revenue, Prior Year Carryforward revenue account and appropriate the same amount to the Acquisition & Construction, Water Utility Capital Projects, Water Capital Project expenditure account. (Requires five affirmative votes)

2. Approve an amendment to the Fiscal Year 2022-23 Capital Improvement Program to add Greenleaf Water Main Improvements Project (23-6474)

DISCUSSION
On December 7, 2021, the City Council awarded a construction contract to Colich & Sons for the Flower Street Sewer Main Improvements (Exhibit 1). The project’s scope of work includes sewer main and lateral replacement, and street improvements along Flower Street, 17th Street, and Greenleaf Street between Civic Center and 19th Street.

Public Works’ Water Resources and Construction Engineering staff have determined that the water main line and laterals on Greenleaf Street between 17 th and 19 th Street have deteriorated. To prevent future system failure, the main and laterals will need to be replaced. Because the sewer main and laterals will be replaced on Greenleaf, staff recommends to perform the water main replacement simultaneously within the same construction contract.

To improve storm water flow on Greenleaf within the project limits (Exhibit 2), staff has determined that it is necessary to replace the curbs and add gutters along with the water main replacement. Driveway approaches will be replaced as necessary if damaged or to maintain proper drainage.

City Council
15 –
1 9/6/2022

Construction Funding for Flower Street Sewer Main Improvements September 6, 2022

Page 2 ends

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2 6
This includes 1200 linear feet (LF) of curb and gutter, 600 LF of water main line, 12 new water services, two existing water main tie-ins, and a new fire hydrant installation. In order to fund this additional scope related to the water main system replacement, a new water main replacement project number for Greenleaf Street has been created (Exhibit 3). These additional costs will be reflected in the revised cost analysis, which adds funds to construction engineering and contingencies (Exhibit 4).

ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, the recommended actions are exempt from further review. Categorical Exemption Environmental Review No. ER- 2020-29 was filed for the project. Colich & Sons is the contractor for this project. They have performed well and have done efficient work up to this point. The City believes them to be capable to perform this additional work.

FISCAL IMPACT
Approval of the requested Appropriation Adjustment will recognize $574,578 from prior year fund balance in the Water Fund, Public Works Water Revenue, Prior Year Carryforward revenue account (No. 06017002-50001) and appropriate the same amount to the Acquisition & Construction, Water Utility Capital Projects, Water Capital Project expenditure account (No. 06617647-66301).

Project No. 18-6616 is assigned to the Project Plans and Specifications, and the Notice Inviting Bids. Project No. 23-6474 is assigned to fund the Greenleaf water main improvements for tracking of all expenditures. All funds are available for expenditure in Fiscal Year 2022-23; however, any remaining balances not expended at the end of the fiscal year will be carried forward into FY 2023-24 for expenditure.

Fiscal Year
Accounting Unit –
Account No.
(Project No.)
Fund
Description
Accounting Unit –
Account No.

Description
Amount

APPROPRIATION ADJUSTMENT
2022-23 06617647-66301
(23-6474)
Water
Acquisition &
Construction
Water Utility Capital
Projects,
Water Capital Project
$574,578

EXHIBIT(S)

1. Construction Contract

2. Location Map

3. Amendment to Fiscal Year 2022-22 CIP

4. Revised Cost Analysis

City Council
15 –
2 9/6/2022

Construction Funding for Flower Street Sewer Main Improvements September 6, 2022

Page 3 ends

2 9
2 6
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager

City Council
15 –
3 9/6/2022

INSURANCENOTONFILE

WORKMAYNOTPROCEED

CLERKOFCOUNCIL
DATE:

0.. PW - f aMOZ) CsM

CITY OF SANTA ANA

CONSTRUCTION CONTRACT
PROJECT 18- 6616
FLOWER ST. SEWER MAIN RVBROVEMENTS
ThisCONSTRUCTIONCONTRACTismadeandenteredinto this 71 dayofDecember, 2021byand betweentheCityof SantaAna, California, achartercityandmunicipalcorporationorganizedandexisting N under the Constitution and laws of the State of California ( hereinafter " CITY"), and Colich & Sons L. P. hereinafter " CONTRACTOR").
a+
y WITNESSETH:
ccTheCITYandtheCONTRACTOR, fortheconsideration hereinafternamed, mutuallyagreeasfollows:

1. CONTRACTORagreesto performall thework andfurnishall the materialsat its own costand expensenecessary toconstructandcompleteinagoodandworkmanlikemannerandtothesatisfaction of theCity Engineerof theCITY, theFlowerSt. SewerMainImprovements (hereinafterreferredto as the " WORK OF IMPROVEMENT') identified in and in accordance with the Contract Documents preparedby theCity's PublicWorksAgencyandapprovedby theCity Council;

2. The completeConstructionContractconsistsof the "ContractDocuments" asdefinedby the Standard Specificationsfor PublicWorksConstructionandwhich includethefollowing:

Notice Inviting Bids
Information to Bidders
Bid Proposal
Bid Bond
Contract Form
Contract Bonds
General Provisions
Special Provisions
Technical Provisions and Project Plans
CommunityWorkforceAgreement
Appendices
In caseof conflict betweenthe Contract Documents, the precedenceof documentsshall be as established in the Standard Specifications for Public Works Construction.

3. CITY agreesto pay andCONTRACTORagreesto acceptin full paymentto completethe WORK OF IMPROVEMENT the sum total amountnot to exceedThreeMillion DiveHundredEighty -Ono ThousandOneHundredFifty -Five Dollars andNo Cents ($3,581,155.00), asset. forth andidentified in the BID PROPOSAL, whichis attachedheretoandincorporated hereinasExhibit " A." TheBID PROPOSALcontainsa scheduleof unit price(s) or lump sum(s) basedon approximate quantitiesonly, andtheCitydoesnot -expresslyorbyimplicationagreethattheactualamountofwork will correspondtherewith, but reserves theright to increaseor decreasethe amountof any classor portionofthework or to omit portionsof thework asmaybedeemednecessary oradvisable, rov. 09101/2017 Page I of
EXHIBIT 1

City Council
15 –
4 9/6/2022

4, CONTRACTORagreesto completetheWORKOFIMPROVEMENTwithinthetime specifiedin theTimeforCompletionofImprovementssectionoftheBIDPROPOSAL (Exhibit "A") includingcommencingconstructionwithin thetimefl'amethereinspecifiedafterissuanceof aNoticeto Proceed. 5, TheCONTRACTORwillpay, andwillrequireallsubcontractorstopay, allemployeesontheWORK OFIMPROVEMENTasalaryorwageatleastequaltotheprevailingsalaryorwageestablishedfor suchworkassetforthinthewagedeterminationsforthisworkinaccordancewithapplicableStateand Federal law,

6. If applicable, theCONTRACTORshalladheretotheCITY'SCommunityWorkforceAgreement CWA), apre -hirecollectivebargainingagreement, whichestablishesthelaborrelationspoliciesand proceduresforCONTRACTORtofollowinthecraftspersonsemployedtocompletetheWORKOF IMPROVEMENTasmoreHillydescribedintheCWA. TheCWAmaybefoundantheCity'swebsiteat: :/] atkn /www. ta- 3f 11Rr pdi 7 CONTRACTORshall, afterawardofthisContract, famishtwobondstobeapprovedbytheCITY, onointheamountofOnoklundredPercent (100%) oftheContractprice, toguaranteethefaithfulperformanceof thework (PerformanceBond), andoneintheamountof OneHundredPercent (100%) of theContractpricetoguaranteepaymentof all claimsforlaborandmaterialsfurnished (Payment Bond), ThisContractshallnotbecomeoffectiveuntilsuchbondsaresuppliedtoandapprovedbytheCITY, 8, CONTRACTORshall, priorto thereleaseof theperformanceandpaymentbondsor theretention Payment, furnishawarrantyperformanceandpaymentbond (WarrantyBond). SaidWarrantyBond shallalsoberequiredasaconditionofprojectacceptance. ForprojectsuptoFivehundredThousand Dollars ($500,000), theWarrantyBondamountshallbethegreaterofTonThousandDollars ($10,000) orTwentyPercent (20%) of thefinalcontractprice, ForprojectsaboveFiveHundredThousand Dollars ($500,000 theWarrantyBondamountshallbethegreaterofOneHundredThousandDollars 100,000) orTonPercent (10%) ofthefinalcontractprice.

9. CONTRACTORshall, afterawardofthisContract, furnishCertificateaofLiabilityInsuranceand Worker'sCompensationInsuranceasoutlinedintheOencralProvisions, tobeapprovedbytheCITY,

10. INDEMNIFICATION.

Tothefullestextentallowedbylaw, CONTRACTORandItsSubcontractorsherebyagreetodefend, Indomuify, andholdharmlessCITY, its City Council, boardsandcommissions, officers, agents, employees, representativesandvoluntoors (hereinaftercollectivelyreferredto as "Indomnitees'), throughlegalcounselacceptableto CITY, fromandagainstanyliability, claims, actions, costs, damagesorlosses, includingreasonablecostsandattorney'sfees, forinjury, includingdeathtoany personordamagetoanyproperty, arisingdirectlyorhrdhootlyfrom, orinanymannerrelatingto, anyofthe following- i) Performanceor nonpetformanooof theWorkof bnprovementby CONTRACTORor its Subcontractorsof anylowertier;
ii) PerformanceornonperformancebyCONTRACTORoritsSubcontractorsof anylowertier, of anyof theobligationsundertheContractDocuments;

Page 2 of 3 ends

City Council
15 –
5 9/6/2022

iii) TheconstructionactivitiesofCONTRACTORoritsSubcontractorsofanylowertier, either on theproject siteor on otherproperties;
iv) Thepaymentor nonpaymentbyCONTRACTORof anyofits Subcontractorsof anylower tier, forWorkof -Improvementperformedorrorofftheprojectsite; andv) Anypersonalinjury, propertydamageoreconomiclosstothirdpersonsrelatedtoandarising fromtheperformanceornonperformancebyCONTRACTORoritsSubcontractorsofanylower tier, of the Work of Improvement. vi) TheindemnityobligationsofSubcontractorsprovidedbythisSectionshallbeincludedinall subcontractdocumentsissuedbyCONTRACTOR.

NothingintheContractDocumentsshallbeconstruedtogiverisetoanyimpliedrightof indemnityin favor of CONTRACTORagainstCITY or anyotherInder.1nitee.

IN WITNESSWHEREOF, thepartiesheretohaveexecutedthisConstructionContractonthedayandyear first above written.

ATTEST-
M§ rtoMEPClerk of the Cofmcit
APPROVED AS TO . FORM:

SONIA R. CARVALHO
City Attoraey
By; /,
V

IOHN FUNK
SeniorAssistantCity Attorney
RECOMMENDED FOR APPROVAL:

NABIL SABA, PE
Executive Director
PublicWorksAgency

CITY OF SANTA ANA

KRISTINE RIDGE
City Manager
CONTRACTOR:

Colich &. Sons L. P.

NAME: aut MapeTITLE: VbaPresldent0t09perat10na
COMM [no., 09noaPartner

Page 3 of 3 ends

City Council
15 –
6 9/6/2022

City Council
15 –
7 9/6/2022

CITY OF SANTA ANA FY
22/23
CIP

CAPITAL IMPROVEMENT PROJECT WORKSHEET
PROJECT DESCRIPTION:

Replace aging water distribution pipelines and related
appurtenances including fire hydrants and valves.

PROJECT NEED:

Replacement of obsolete water main to ensure system reliability and to protect water quality.

PROJECT TITLE:

Greenleaf Water Main Improvements
PROJECT CATEGORY:

Utility/Drainage/Lighting
Improvements
Water Improvements

LOCATION MAP
AGENCY:

DIVISION:

CONTACT:

DATE:

Public Works
Water Resources
Heidi Chou, Senior Civil Engineer
01-Aug-2022

PROJECT COSTS
FY 22/23
FY 23/24
FY 24/25
FY 25/26
FY 26/27
FY 27/28
FY 28/29
Construction
574,578
-
-
-
-
-
-
TOTAL
574,578
-
-
-
-
-
-

SOURCE OF FUNDS
FY 22/23
FY 23/24
FY 24/25
FY 25/26
FY 26/27
FY 27/28
FY 28/29

WATER CAPITAL
574,578
-
-
-
-
-
-
TOTAL
574,578
-
-
-
-
-
-

City Council
15 –
8 9/6/2022

EXHIBIT 4
Current Cost Analysis Amendment Amount Updated Cost Analysis 3,581,155.00$ - $ 3,581,155.00$ 537,173.25$ 67,268.00 $ 604,441.25 $ 537,173.25$ 507,310.00 $ 1,044,483.25$ 4,655,501.50$ 574,578.00 $ 5,230,079.50$ CONSTRUCTION OF PROJECT NO. 18-6616: Flower St. Sewer Main Improvements

COST ANALYSIS

TOTAL ESTIMATED CONSTRUCTION COSTS
Construction Contract
Contract Administration, Inspection and Testing
Contingencies
Construction Analysis
 
City Council
 15 – 9
9/6/2022
 

Planning and Building Agency
www.santa-ana.org/pb
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 6, 2022
TOPIC: Approval of Historic Property Preservation Agreements AGENDA TITLE:

Historic Property Preservation Agreements

RECOMMENDED ACTION
Authorize the City Manager or designee to execute the attached Mills Act agreement with the below-referenced property owners for the identified structure(s), subject to non- substantive changes approved by the City Manager and City Attorney.

Property Owner(s)
Historic Property
Preservation
Agreement No.

Address/House Vote by HRC
Joey Fermann and
Rachel LaVigne 2020-21 1010 W. Santa
Clara Avenue
7:0:0:2
(Rush and Hardy
Absent)
Janna Middel 2022-10 1811 Greenleaf
Street
8:0:0:1
(Hardy Absent)
Anthony and Patricia
Castillo 2022-11 1916 Greenleaf
Street
7:1:0:1
(Carpenter Dissenting
and Hardy Absent)

DISCUSSION
On July 7, 2022, the Historic Resources Commission (HRC) recommended that the City Council authorize the City Manager to execute the above referenced Mills Act agreements with the identified property owners for historic structure(s) in the City, subject to non- substantive changes approved by the City Manager and City Attorney. This action allows for the approval of a Historic Property Preservation Agreement (Mills Act Contract), which provides a property tax reduction whereby property owners agree to reinvest the tax savings towards the maintenance of the historic property. Additionally, the agreement prevents inappropriate alterations to the protected historic structure(s).

City Council
16 –
1 9/6/2022

Approval of Historic Property Preservation Agreements
September 6, 2022

Page 2 ends

2 8
7 9

ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, the proposed projects are exempt from further review. The following Categorical Exemptions will be filed for this project:
•ER No. 2022-43 (1811 Greenleaf Street)
•ER No. 2022-44 (1916 Greenleaf Street)
•ER No. 2022-46 (1010 W. Santa Clara Avenue)

FISCAL IMPACT
The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $3,234 annually noted below, for a period of no less than ten years.

HPPA No. Address Estimate Exhibit No.
2020-21 1010 W. Santa Clara Avenue $1,027.95 1-2
2022-10 1811 Greenleaf Street $646.80 3-4
2022-11 1916 Greenleaf Street $1,559.25 5-6
Total for All Properties: $3,234

EXHIBIT(S)

1. Mills Act Agreement – 1010 W. Santa Clara Avenue

2. HRC Staff Report – 1010 W. Santa Clara Avenue

3. Mills Act Agreement – 1811 Greenleaf Street

4. HRC Staff Report – 1811 Greenleaf Street

5. Mills Act Agreement – 1916 Greenleaf Street

6. HRC Staff Report– 1916 Greenleaf Street
Submitted By: Minh Thai, Executive Director of Planning and Building Agency Approved By: Kristine Ridge, City Manager

City Council
16 –
2 9/6/2022

- 1 -

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council
FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383
_________________________________________________________________________ HI

STORIC PROPERTY PRESERVATION AGREEMENT
Th
is Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Joey Fermann and Rachel LaVigne , husband and wife as joint tenants , (hereinafter collectively referred to as “Owner”) , owner of real property locat ed at 1010 W.

Santa Clara Avenue , Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties.

REC
ITALS
A. The
City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the “Mills Act”) to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity.

B. The Owner possess es fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 1010 W.

Santa Clara Avenue, Santa Ana, CA, 92706 and more particularly described in Exhibit “A,” attached hereto and incorporated herein by reference, and hereinafter referred to as the “Historic Property”.

C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code.

D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical r esource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner.

Exhibit 1

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E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code.

N
OW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows:

1. E
ffective Date and Terms of Agreement.

T
his Agreement shall be effective and commence on September 7 , 2022, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreemen t, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below.

2. R
enewal.
a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein.
b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonr enewal of the Agreement on the other party.

Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein.
c. Within 30 days from receipt of City’s notice of nonrenewal, the Owner may file a written protest of City’s decision of nonrenewal. The City may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply.

3. St
andards and Conditions for Historic Property.

D
uring the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions:
a. O
wner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character - defining features described in the “Historical Property Description” attached hereto, marked as Exhibit B, 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.

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b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior’s Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner sha ll continually maintain the Historic Property in the same or better condition.

c. A view corridor enabling the general public to see the Historic Property from the public right -of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public.

d. The following are prohibited: demolition of the Historic Property or destruction of character-defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior’s Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarde d or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner’s compliance with the terms and provisions of this Agreement.

4. Furnishing of Information.

The Owner hereby agree s to furnish the City with any and all information requested which may be necess ary or advisable to determine compliance with the terms and provisions of this Agreement.

5. Cancellation.
a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agree ment if it determines that the Owner have breached any of the conditions of this Agreement, or ha s allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one- half (12 ½) percent by Government Code Section 50286) of the current fair market value of the

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property at the time of the cancellation, as determined by the county a ssessor, without regard to any restriction imposed pursuant to this Agreement.
b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. c. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288.

6. Enforcement of Agreement.

a. In lieu of and/or in addition to any provisions to cancel the Agreement as referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner, the City shall give written notice to Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by Owner), then City may, without further notice, declare a default under the terms of this Agreement and may bring any action necessary to specifically enforce the obligations of Owner growing out of t he terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by Owner or apply for such relief as may be appropriate.

b. City does not waive any claim of default by the Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City’s regulations governing historic properties are available to City to pursue in the event that there is a breach of this Agreement. N o waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder.

7. Binding effect of Agreement.

a. Owner hereby subject s the Historic Property, located at 1010 W. S anta Clara Avenue, Assessor Parcel Number, 001-181-07, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants , conditions, and restrictions as set forth in this Agreement.

b. City and Owner hereby declare their specific inte nt that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner’s successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying

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the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument.

8. No Compensation.

Owner shall not receive any payment from City in consideration of the obligation imposed under t his Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Pro perty on the account of the restrictions on the use and preservation of the Property.

9. Notice.

Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may b e later specified by the parties hereto.

City: City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council

Owners: Joey Fermann and Rachel LaVigne
1010 W. Santa Clara Avenue

Santa Ana, CA 92706

10. General Provisions.

a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise.

b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf whi ch relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property.

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d. All of the agreements, rights, covenants, con ditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever.

f. In the event that any of the provisi ons of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby.

g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County.

11. Recordation.

No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to be recorded in the office of the County Recorder of the County of Orange.

12. Amendments.

This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto.

13. Effective Date

This Agreement shall be effective on the day and year first written above in Section 1.

{Signature page follows}

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CI TY OF SANTA ANA
_________________________

KRISTINE RIDGE
City Manager
B
y:__________________

JOEY FERMANN
B
y:__________________

RACHEL LAVIGNE
RE
COMMENDED FOR APPROVAL:

ATTEST:
________________________
Clerk of the Council
OWNER
Date: ___________________
Date: ___________________
APPROVED AS TO FORM:

SONIA CARVALHO
City Attorney
B
y: _____________________ _____________________
JOHN M. FUNK MINH THAI
Chief Assistant City Attorney Executive Director
Planning and Building Agency

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EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA

ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:

LOT 7 OF TRACT NO. 2099, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 56, PAGE 42 MISCELLANEOUS MAPS, IN THE OFFICE OF THE ORANGE COUNTY RECORDER.

Assessor’s Parcel Number: 001-181-07

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EXECUTIVE SUMMARY
Mason-Heike House
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
N
AME Mason-Heike House REF. NO.

ADDRESS 1010 W. Santa Clara Avenue
CITY Santa Ana ZIP 92706 ORANGE COUNTY
YEAR BUILT 1955 LOCAL REGISTER CATEGORY: Key
HISTORIC DISTRICT N/A NEIGHBORHOOD West Floral Park
CALIFORNIA REGISTER CRITERIA FOR EVALUATION C/3 CALIFORNIA REGISTER STATUS CODE 5S3 Location: Not for Publication Unrestricted
Prehistoric Historic Both
ARCHITECTURAL STYLE: Ranch House
Widely published in Sunset and House Beautiful magazines, the Ranch House dominated post -World War II residential expansion and represented the most popular house form in the United States from the 1950s through 1970s. The Ranch House originated in the 1930’s designs of Southern California architect C liff M ay, who sought to reinvent the W est’s vernacular housing traditions by combining the form and massing of the traditional ranch house with a modernist’s concern for informality, expressed in materials and plan, and indoor-outdoor integration.

While the style includes several variants, a basic set of character -defining features applies to most examples. In form and massing, the style evokes a sprawling ranch that developed over time, with a central block extended by wings of varying roof heights. Generally L -shaped or U -shaped in plan, the Ranch House typically has a one- story profile with strong horizontal emphasis expressed through a low pitched or flat roof with wide overhanging eaves. Asymmetrical in design, the Ranch House is often sheathed in and accented with rustic materials such as board- and-batten siding, high brick foundations, art stone, and wood shake roofs. Indoor -outdoor integration is achieved through the use of recessed or extended porches, set low to the ground, and the generous use of large picture, ribbon, or corner windows. Window detailing can include wood frames, decorative shutters, and diamond- patterned muntins. Ornamentation includes rusticated elements, such as carved porch supports and exposed rafters, uneven rakes and flared eaves, and faux dove cotes and bird houses.

SUMMARY/CONCLUSION:

EXPLANATION OF CODES:
• California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistanc e Series # 7, “How to Nominate Resources to the California Register of Historical Resources,” September 4, 2001.) 3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values. • It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents t he work of a master, or possesses high artistic values.
5S3: Appears to be individually eligible for local listing or designation through survey evaluation.

Exhibit B

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State of California  The Resources Agency Primary #______________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI #__________________________________________________ PRIMARY RECORD Trinomial______________________________________________ NRHP Status Code_____________________________________
O ther Listings_____________________________________________________________________ Review Code________ Reviewer________________________ Date_______________ Page _1_ of _3_ Resource name(s) or number (assigned by recorder) Mason-Heike House P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad: TCA 1725 Date: March 3, 2015
*c. Address 1010 W. Santa Clara Avenue City: Santa Ana Zip: 92706 *e. Other Locational Data: Assessor’s Parcel Number 001-181-07 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) Located in West Floral Park, the Mason-Heike House is a one-story single-family residence on a large parcel, sited with a deep setback and constructed in a Ranch House style. A detached garage is located towards the south end of the rear elevation of the residence. Asymmetrical in design, the house exhibits a strong horizontal emphasis expressed through a moderately - pitched, cross-gabled roof with a prominent front -facing gable. The exterior of the house is clad in a combination of exterior materials including stucco, brick, wood overlap, and distinctive board and batten siding. The entry porch is characterized by a partial width front porch whose roof is supported by slender, paired posts. The entry also features an X -paneled and partially glazed front door adjacent to a prominent, single-hung, multi-light window. Occupying most of the façade east of the entry is a series of wood, multi-light windows, centered within a wood overlap projection that wraps around the east elevation. Wood multi-light windows also appear on the west and south elevations. A centralized, interior brick chimney rises above the roofline.

Alterations to the house include the removal of two windows along the east elevation. Other than the relatively minor noted changes, the house appears intact and is in good condition. The property is landscaped with a lawn, low vegetation and a long driveway leading towards the rear, detached garage.
*
P3b. Resource Attributes: (list attributes and codes) HP2. Single-Family Residence *P4. R esources Present: Building Structure Object Site District Element of District Other P5b. Photo: (view and date)
North elevation, view south
March 2021
*
P6. Date Constructed/Age and
Sources: historic
1955/ City of Santa Ana Building
Permits
*
P7. Owner and Address:

Joey Ferman and Rachel LaVigne
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
*P

8. Recorded by:

Pedro Gomez, City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702
*
P9. Date Recorded:

July 7, 2022
*
P10. Survey Type:

Intensive Survey Update
*P

11. Report Citation: (Cite survey
report and other sources, or enter “none”)
N
one
*
Attachments: None Location Map Sketch Map Continuation Sheet Building, Structure, and Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photograph Record  Other (list)
DPR 523A (1/95) *Required information
P5a. Photo

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State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

Page 2 of 3 ends

*Resource Name or #: Mason-Heike House
B1
. Historic Name: Mason-Heike House
B2. Common Name: Same
B3. Original Use: Single-family Residence B4. Present Use: Single-family Residence *B5. Architectural Style: Ranch House
*B6. Construction History: (Construction date, alterations, and date of alterations): January 19, 1955. Constructed. $17,000.

F
ebruary 16, 2018. Remove wood shake and apply comp. shingles to SFD and det. garage/replace sheathing and eaves. $10,000.

March 9, 2022. Legalize the removal and fill in of (2) windows in the kitchen and install a header to replace the bearing wall between the kitchen and living room. $8,000
*B7. Moved? No Yes Unknown Date:__________ Original location:_______ _______ *B8. Related Features: Detached Garage.

B
9a. Architect: Unknown b. Builder: Chad Turner Construction Co. *B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: 1955 Property Type: Single-family Residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Mason-Heike House is architecturally significant as a simple but relatively intact example of a Ranch style tract house in Santa Ana. According to City building records, it was built in 1955 by Chad Turner Construction Co. for approximately $17,000.

The house was first sold in 1956 to Robert E. and Marjorie Mason who lived on the property until 1963. Robert Mason owned R.E. Mason Realty at 1017 N. Main Street (alternatively 1206 N. Main Street). Robert and Marjorie Mason sold the property to Homer W. and Ruth Ellen Packard who resided on the property until 1967. Homer and Ruth first resided at 2014 Woodland Place in Santa Ana before purchasing 1010 W. Santa Clara Avenue. Ralph E. and Gwendolyn Susan Webster purchased the property in 1967 and resided on the property until 1975. According to City directories , the property was sold to Ronald H. and Patricia Heike in 1975 who resided at the property until 2020. Ron was a fish salesman and a member of Citizens for a Better Santa Ana and the Santa Ana Society of Neighbors.
(
See Continuation Sheet 3 of 3.)
B

11. Additional Resource Attributes: (List attributes and codes) *B12. References:

C
ity of Santa Ana Building Permits
Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps
(See Continuation Sheet 3 of 3.)
B13. Remarks:
*
B14. Evaluator: Leslie Heumann/Chattel Inc.
*
Date of Evaluation: July 7, 2020
DP
R 523B (1/95) *Required information
Sketch Map
(This space reserved for official comments.)
Mason-Heike House
1010 W. Santa Clara Avenue
N

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State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET T rinomial _____________________________________________

Page 3 ends

*Recorded by Pedro Gomez *Date July 7, 2022 Continuation  Update DPR 523L
*B10. Significance (continued):

S
anta Ana was founded by William Spurgeon in 1869 as a speculative town site on part of the Spanish land grant known as Rancho Santiago de Santa Ana. The civic and commercial core of the community was centered around the intersection of Main and Fourth Streets. Stimulated by the arrival of the Santa Fe Railroad and incorporation as a city in 1886, and selecti on as the seat of the newly created County of Orange in 1889, the city grew outwards, with residential neighborhoods developing to the north, south, and east of the city center. Agricultural uses predominated in the outlying areas, with cultivated fields and orchards dotted with widely scattered farmhouses.

S
ince the second half of the twentieth century, the neighborhood in which the Mason-Heike House is located has been known as West Floral Park. Bounded by Santiago Creek on the north, West Seventeenth Street on the south, North Flower Street on the east and North Bristol Street on the west, this residential area largely developed after 1947. Prior to that time, the area was primarily agricultural, and other than Flower Street, which was improved with houses during the 1920s and 1930s, contained only a handful of residences on Baker and Bristol Streets, the City Water Works pumping plant at 2315 North Bristol Street, and the Animal Shelter and City/County Pound at 2321 North Bristol Street. Between 1947 and 1950, around two dozen homes were constructed on Baker, Olive, Towner, and Westwood Streets. Construction boomed throughout the neighborhood during the 1950s, with the California Ranch emerging as the favored residential style.

T
he Mason-Heike House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as relatively intact example of a Ranch style tract house in Santa Ana. The recommended categorization is “Key” because it contributes to the overall character and history of West Floral Park and is a representative example of Ranch style architecture. (Santa Ana Municipal Code, Section 30-2.2). Character -defining features of the Mason-Heike House include, but may not be limited to:
horizontal massing and composition; combination of exterior materials including stucco, brick, wood overlap, and distinctive board and batten siding; X-paneled and partially glazed front door; and multi-light windows. *B12. References (continued):

A
ncestry.com. California, Death Index, 1940-1997 [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2000.

Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984.

National Register Bulletin 16A. “How to Complete the National Register Registration Form.” Washington DC: National Register Newspapers.com (Santa Ana Register)
Branch, National Park Service, US Dept. of the Interior, 1991.

Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

Whiffen, Marcus. A merican Architecture Since 1780. Cambridge: MIT Press, 1969.

Santa Ana and Orange County Directories, 1950-1990.

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 1 -
Exhibit C
E
xterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.

Secretary of the Interior’s Standards for Rehabilitation of Historic Buildings, as follows:

1. E
very reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose.

2. T
he distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible.

3. A
ll buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged.

4. C
hanges which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment.

These changes may have acquired significance in their own right, and this significance shall be recognized and respected.

5. D
istinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity.

6. D
eteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessa ry, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated b y historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures.

7. T
he surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken.

8. E
very reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project.

9. C
ontemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 2 -
size, scale, color, material and character of the property, neighborhood, or environment.

10. W
herever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired.

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Planning and Building Agency
Item # 1
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Historic Resources Commission Staff Report
July 7, 2022
Topic: HRCA No. 2020-16, HRC 2020-12, HPPA No. 2020-21 – Mason-Heike House

RECOMMENDED ACTION

1. Adopt a resolution approving Historic Resources Commission Application No. 2020- 16 and Historic Register Categorization No. 2020-12 (Exhibit 1).

2. Recommend that the City Council authorize the City Manager and Clerk of the Council to execute the attached Mills Act agreement with Joey Fermann and Rachel LaVigne, subject to non-substantive changes approved by the City Manager and City Attorney (Exhibit 2).

EXECUTIVE SUMMARY
Joey Fermann and Rachel LaVigne are requesting approval to designate an existing residence located at 1010 W. Santa Clara Avenue to the Santa Ana Register of Historical Properties, as well as approval to execute a Mills Act agreement with the City of Santa Ana.

DISCUSSION
Project Location and Site Description
The subject property is located on the south side of Santa Clara Avenue in the West Floral Park neighborhood. The site contains a 1,709-square-foot, Ranch style residence and detached garage on a 7,600-square-foot residential lot (Exhibit 3).

Analysis of the Issues
Historical Listing
In March 1999, the City Council approved Ordinance No. NS-2363 establishing the Historic Resources Commission and the Santa Ana Register of Historical Properties.

The Historic Resources Commission may, by resolution and at a noticed public hearing, designate as a historical property any building or part thereof, object, structure, or site Exhibit 2

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HRCA No. 2020-16, HRC 2020-12, HPPA No. 2020-21 – Mason-Heike House July 7, 2022

Page 2 ends

2 6
1 6
having importance to the history or architecture of the city in accordance with the criteria set forth in Section 30-2 of the Santa Ana Municipal Code (SAMC). This project entails applying the selection criteria established in Chapter 30 of the Santa Ana Municipal Code (Places of Historical and Architectural Significance) to determine if this structure is eligible for historic designation to the Santa Ana Register of Historical Properties. The first criterion for selection requires that the structures be 50 or more years old.

The structure identified meets the minimum selection criteria for inclusion on the Santa Ana Register of Historical Properties pursuant to criteria contained in Section 30-2 of the Santa Ana Municipal Code, as the structure is 67 years old and is a good example of period architecture. No known code violations exist on record for this property.

The Mason-Heike House is architecturally significant as a simple but relatively intact example of a Ranch style tract house in Santa Ana. According to City building records, it was built in 1955 by Chad Turner Construction Co. for approximately $17,000. The house was first sold in 1956 to Robert E. and Marjorie Mason who lived on the property until 1963. Robert Mason owned R.E. Mason Realty at 1017 N. Main Street (alternatively 1206 N. Main Street). Robert and Marjorie Mason sold the property to Homer W. and Ruth Ellen Packard who resided on the property until 1967. Homer and Ruth first resided at 2014 Woodland Place in Santa Ana before purchasing 1010 W.

Santa Clara Avenue. Ralph E. and Gwendolyn Susan Webster purchased the property in 1967 and resided on the property until 1975. According to City directories, the property was sold to Ronald H. and Patricia Heike in 1975 who resided at the property until 2020.

The house is a one-story single-family residence on a large parcel, sited with a deep setback and constructed in a Ranch House style. A detached garage is located towards the south end of the rear elevation of the residence. Asymmetrical in design, the house exhibits a strong horizontal emphasis expressed through a moderately pitched, cross- gabled roof with a prominent front-facing gable. The exterior of the house is clad in a combination of exterior materials including stucco, brick, wood overlap, and distinctive board and batten siding. The entry porch is characterized by a partial width front porch whose roof is supported by slender, paired posts. The entry also features an X-paneled and partially glazed front door adjacent to a prominent, single-hung, multi-light window.

Occupying most of the façade east of the entry is a series of wood, multi-light windows, centered within a wood overlap projection that wraps around the east elevation. Wood multi-light windows also appear on the west and south elevations. A centralized, interior brick chimney rises above the roofline. Alterations to the house include the removal of two windows along the east elevation. Other than the relatively minor noted changes, the house appears intact and is in good condition. The property is landscaped with a lawn, low vegetation and a long driveway leading towards the rear, detached garage.

Character-defining features of the Mason-Heike House include, but may not be limited to: horizontal massing and composition; combination of exterior materials including

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stucco, brick, wood overlap, and distinctive board and batten siding; X-paneled and partially glazed front door; and multi-light windows.

Mills Act Agreement
Ordinance No. NS-2382 authorized the Historic Resources Commission to execute Historic Property Preservation Agreements (HPPA), commonly known as Mills Act agreements for eligible properties (Exhibit 2). To be eligible for the Mills Act, the property must be listed on the Santa Ana Register of Historical Properties. The Historic Resources Commission Application and Historic Register Categorization actions proposed for this site authorize the listing of the property on the local register. The agreement provides monetary incentives to the property owner in the form of a property tax reduction in exchange for the owner’s voluntary commitment to maintain the property in a good state of repair as necessary to maintain its character and appearance. Once recorded, the agreement generates a different valuation method in determining the property’s assessed value, resulting in tax savings for the owner. Aside from the tax savings, the benefits include:
Long term preservation of the property and visual improvement to the neighborhood Allows for a mechanism to provide for property rehabilitation Provides additional incentive for potential buyers to purchase historic structures Discourages inappropriate alterations to the property
The property has no identified unauthorized modifications. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement.

Public Notification
The subject site is located within the West Floral Park Neighborhood Association. The president of this Neighborhood Association was notified by mail 10 days prior to this public hearing. In addition, the project site was posted with a notice advertising this public hearing, a notice was published in the Orange County Reporter and mailed notices were sent to all property owners within 500 feet of the project site. At the time of this printing, no correspondence, either written or electronic, has been received from any members of the public.

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ENVIRONMENTAL IMPACT
Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review pursuant to Section 15331 of the CEQA Guidelines (Class 31 – Historical Resource Restoration/Rehabilitation) as these actions are designed to preserve historic resources. Based on this analysis, a Notice of Exemption, Environmental Review No. 2022-46 will be filed for this project.

FISCAL IMPACT
The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $1,027.95 annually, for a period of not less than ten years.

EXHIBIT(S)

1. Resolution

2. Mills Act Agreement

3. 500-Foot Radius Map
Submitted By:

Pedro Gomez, AICP, Senior Planner
Approved By:

Minh Thai, Executive Director of Planning and Building Agency, Planning and Building Agency

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

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RESOLUTION NO. 2022-XXX

A RESOLUTION OF THE HISTORIC RESOURCES

COMMISSION OF THE CITY OF SANTA ANA APPROVING

HISTORIC RESOURCES C OMMISSION APPLICATIO N
NO. 2020-16 TO PLACE THE PROPER TY LOCATED AT
1010 W. SANTA CLARA AVENUE, SANTA ANA, ON THE

HISTORICAL R EGISTER AND APPROVIN G HISTORIC
REGISTER CATEGORIZAT ION NO. 2020-12 PLACING

SAID PROPERTY WITHIN THE CONTRIBUTIVE

CATEGORY

BE IT RESOLVED BY THE HISTORIC RESOURCES C OMMISSION OF THE CITY OF SANTA ANA AS FOLLOWS:

Section 1. The Historic Resources Commissi on of the City of Santa Ana hereby finds, determines, and declares as follows:

A. On July 7, 2022 , the Historic Resources Commission held a duly noticed public hearing for the placement on the Santa Ana Register of Historical Properties (Historic Resources Commission Application No. 2020-16) and categorization (Historic Resources Commission Categorization No. 2020- 12) of the Mason-Heike House located at 1010 W. Santa Clara Avenue , Santa Ana.

B. The Mason-Heike House has distinctiv e architectural features of the Ranch style and was built in 1955.

C. The Mason-Heike House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as a relatively intact example of a Ranch style tract house in Santa Ana. The recommended categorization is “Contributive” because it contributes to the overall character and history of West Floral Park and is a representative examp le of Ranch style architecture. Character-defining features of the Mason -Heike House include, but may not be limited to: horizontal massing and composition; combination of exterior materials including stucco, brick, wood overlap, and distinctive board and batten siding; X -paneled and parti ally glazed front door; and multi-light windows.

D. The legal owners of the property are Joey Fermann and Rachel LaVigne.

E. The legal description for the subject property is attached hereto as Exhibit A and incorporated by this reference as though fully set forth herein.

F. The subject property meets the standards for placement on the City of Santa Ana Register of Historic Properties pursuant to Section 30 -2 of the Santa Ana Municipal Code.

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GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

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G. The subject property meets the min imal standards for placement in the Contributive category pursuant to Section 30 -2.2(3) of the Santa Ana Municipal Code.

Section 2. In accordance with the California Environmental Quality Act, the recommended actions are exempt from further review under CEQA Guidelines Section 15331, Class 31, as these actions are designed t o preserve historic al resources.

Categorical Exemption No. ER-2022-46 will be filed for this project.

Section 3. The Historic Resources Commission of the City of Santa Ana , after conducting the public hearing, hereby approves:

A. Historic Resources Commission Application No. 2020-16 to place the Mason-Heike House located at 1010 W. Santa Clara Avenue , Santa Ana, 92706 on the historical register, and
B. Historic Register Categorization No. 2020-12 placing the Mason-Heike House located at 1010 W. Santa Clara Avenue , Santa Ana, 92706 within the Contributive category, as conditioned in Exhibit B, attached hereto and incorporated herein.

These decisions are based upon the evidence submitted at the above said hearing, which includes, but is not limited to: the Staff report and exhibits attached thereto, the report entitled “Historical Property Description,” and the public testimony, all of which are incorporated herein by this reference.

Section 4. For the subject property, a report entitled “Historical Property Description” is on file with the Planning Division, and is hereby approved and adopted, and together with the staff report and this Resolution, justify the findings for placement on the City of Santa Ana Register of Historical Properties into a category. The Historic Resources Commission Secretary is authorized and directed to include this Resolution in the City of Santa Ana Register of Historical Properties.

Section 5. The Historic Resources Commission Secretary is hereby directed to file a certified copy of this Resolution with the County Recorder’s Office after the adoption of this Resolution pursuant to Public Resources Code Section 5029.

ADOPTED this 7th day of July, 2022.

__________________________
Tim Rush
Chairperson

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

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APPROVED AS TO FORM:

Sonia R. Carvalho, City Attorney

By:________________________
John M. Funk
Chief Assistant City Attorney

AYES: Commission members____________________________________

NOES: Commission members___________________________________

ABSTAIN: Commission members___________________________________

NOT PRESENT: Commission members___________________________________

CERTIFICATE OF ATTESTATION AND ORIGINALITY

I, SARAH BERNAL, Historic Resources Commission Secretary, do hereby attest to and certify the attached Resolution No. 2022-XXX to be the original resolution adopted by Historic Resources Commission of the City of Santa Ana on July 7, 2022.

Date: ________________ ____________________________________ Commission Secretary
City of Santa Ana

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

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EXHIBIT A

LEGAL DESCRIPTION

APN Address Legal Description Owner Names
001-181-07 1010 W. Santa Clara
Avenue

THE LAND REFERRED TO

HEREIN BELOW I S

SITUATED IN THE CITY OF

SANTA ANA, COUNTY OF

ORANGE, STATE OF

CALIFORNIA AND IS
DESCRIBED AS FOLLOWS:

LOT 7 OF TRACT NO. 2099,

IN THE CITY OF SANTA ANA,

COUNTY OF ORANGE,

STATE OF CALIFORNIA, AS

PER MAP RECORDED IN
BOOK 56, PAGE 42

MISCELLANEOUS MAPS, I N

THE OFFICE OF THE

ORANGE COUNTY
RECORDER.

Joey Fermann
and Rachel
LaVigne

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Resolution No. 2022-XXX

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EXHIBIT B

Conditions of Approval for Historic Resources Commission Application No. 2020-16 and Historic Resources Commission Categorization No. 2020-12

The Applicant must comply with each condition listed below prior to exercising the rights conferred by the Historic Resource Commission’s approval and the City of Santa Ana Register of Historic Properties pursuant to Section 30 -6 of the Santa Ana Municipal Code. The Applicant must remain in compliance with all condition(s) listed below:

The applicant shall install a bronze plaque as per a template on file with the Planning Division honoring and recognizing the structure at 1010 W.

Santa Clara Avenue , historically known as the Mason-Heike House. The plaque shall include the historic name, address, year built, and local historic register designation. The final dimensions, location, text and description on the plaque shall be reviewed and approved by Planning Division staff.

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 1 -

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

HISTORIC PROPERTY PRESERVATION AGREEMENT
This Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Joey Fermann and Rachel LaVigne, husband and wife as joint tenants, (hereinafter collectively referred to as “Owner”), owner of real property located at 1010 W.

Santa Clara Avenue, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties.

RECITALS
A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the “Mills Act”) to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity.

B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 1010 W.

C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code.

D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner.

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 2 -
E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code.

NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows:

1. Effective Date and Terms of Agreement.

This Agreement shall be effective and commence on August 17, 2022, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreement, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below.

2. Renewal.
a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein.
b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party.

3. Standards and Conditions for Historic Property.

During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions:
a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character- defining features described in the “Historical Property Description” attached hereto, marked as Exhibit B, 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.

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 3 -
b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior’s Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition.
c. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character-defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior’s Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner’s compliance with the terms and provisions of this Agreement.

4. Furnishing of Information.

The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement.

5. Cancellation.
a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the Owner have breached any of the conditions of this Agreement, or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 ½) percent by Government Code Section 50286) of the current fair market value of the

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 4 -
property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement.
b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. c. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288.

7. Binding effect of Agreement.
a. Owner hereby subjects the Historic Property, located at 1010 W. Santa Clara Avenue, Assessor Parcel Number, 001-181-07, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement.
b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner’s successors and assigns in title or interest to the Historic

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 5 -
Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument.

8. No Compensation.

Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property.

9. Notice.

Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto.

City: City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council
Owners: Joey Fermann and Rachel LaVigne
1010 W. Santa Clara Avenue
Santa Ana, CA 92706

10. General Provisions.
a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise.
b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property.

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 6 -
c. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever.

e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney’s fees to be fixed by the court, in addition to court costs and other relief ordered by the court.
f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby.
g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County.

11. Recordation.

12. Amendments.

This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto.

13. Effective Date
This Agreement shall be effective on the day and year first written above in Section 1. {Signature page follows}

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 7 -
ATTEST:CITY OF SANTA ANA
________________________ _________________________

DAISY GOMEZ KRISTINE RIDGE
Clerk of the Council City Manager
OWNER
Date: ___________________ By:__________________

JOEY FERMANN
Date: ___________________ By:__________________

RACHEL LAVIGNE
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney
By: _____________________ _____________________
JOHN M. FUNK MINH THAI
Chief Assistant City Attorney Executive Director
Planning and Building Agency

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
- 8 -

EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA

ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:

LOT 7 OF TRACT NO. 2099, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 56, PAGE 42 MISCELLANEOUS MAPS, IN THE OFFICE OF THE ORANGE COUNTY RECORDER.

Assessor’s Parcel Number: 001-181-07

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EXECUTIVE SUMMARY
Mason-Heike House
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
NAME Mason-Heike House REF. NO.

ADDRESS 1010 W. Santa Clara Avenue
CITY Santa Ana ZIP 92706 ORANGE COUNTY
YEAR BUILT 1955 LOCAL REGISTER CATEGORY: Contributive
HISTORIC DISTRICT N/A NEIGHBORHOOD West Floral Park
CALIFORNIA REGISTER CRITERIA FOR EVALUATION C/3 CALIFORNIA REGISTER STATUS CODE 5S3 Location: Not for Publication Unrestricted Prehistoric Historic Both
ARCHITECTURAL STYLE: Ranch House
Widely published in Sunset and House Beautiful magazines, the Ranch House dominated post-World War II residential expansion and represented the most popular house form in the United States from the 1950s through 1970s. The Ranch House originated in the 1930’s designs of Southern California architect Cliff May, who sought to reinvent the West’s vernacular housing traditions by combining the form and massing of the traditional ranch house with a modernist’s concern for informality, expressed in materials and plan, and indoor-outdoor integration.

While the style includes several variants, a basic set of character-defining features applies to most examples. In form and massing, the style evokes a sprawling ranch that developed over time, with a central block extended by wings of varying roof heights. Generally L-shaped or U-shaped in plan, the Ranch House typically has a one-story profile with strong horizontal emphasis expressed through a low pitched or flat roof with wide overhanging eaves. Asymmetrical in design, the Ranch House is often sheathed in and accented with rustic materials such as board-and-batten siding, high brick foundations, art stone, and wood shake roofs. Indoor-outdoor integration is achieved through the use of recessed or extended porches, set low to the ground, and the generous use of large picture, ribbon, or corner windows. Window detailing can include wood frames, decorative shutters, and diamond-patterned muntins. Ornamentation includes rusticated elements, such as carved porch supports and exposed rafters, uneven rakes and flared eaves, and faux dove cotes and bird houses.

SUMMARY/CONCLUSION:

EXPLANATION OF CODES:
 California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, “How to Nominate Resources to the California Register of Historical Resources,” September 4, 2001.) 3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.  It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.
5S3: Appears to be individually eligible for local listing or designation through survey evaluation.

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State of California  The Resources Agency Primary #______________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI #__________________________________________________ PRIMARY RECORDTrinomial______________________________________________ NRHP Status Code_____________________________________
Other Listings_____________________________________________________________________ Review Code________Reviewer________________________Date_______________ Page _1_ of _3_ Resource name(s) or number (assigned by recorder) Mason-Heike House P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted*a. County Orange County *b. USGS 7.5’ Quad: TCA 1725Date: March 3, 2015
*c. Address 1010 W. Santa Clara Avenue City: Santa AnaZip: 92706 *e. Other Locational Data: Assessor’s Parcel Number 001-181-07 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) Located in West Floral Park, the Mason-Heike House is a one-story single-family residence on a large parcel, sited with a deep setback and constructed in a Ranch House style. A detached garage is located towards the south end of the rear elevation of the residence. Asymmetrical in design, the house exhibits a strong horizontal emphasis expressed through a moderately- pitched, cross-gabled roof with a prominent front-facing gable. The exterior of the house is clad in a combination of exterior materials including stucco, brick, wood overlap, and distinctive board and batten siding. The entry porch is characterized by a partial width front porch whose roof is supported by slender, paired posts. The entry also features an X-paneled and partially glazed front door adjacent to a prominent, single-hung, multi-light window. Occupying most of the façade east of the entry is a series of wood, multi-light windows, centered within a wood overlap projection that wraps around the east elevation. Wood multi-light windows also appear on the west and south elevations. A centralized, interior brick chimney rises above the roofline.

Alterations to the house include the removal of two windows along the east elevation. Other than the relatively minor noted changes, the house appears intact and is in good condition. The property is landscaped with a lawn, low vegetation and a long driveway leading towards the rear, detached garage.
*P3b. Resource Attributes: (list attributes and codes)HP2. Single-Family Residence *P4. Resources Present: Building Structure Object Site District Element of District Other P5b. Photo: (view and date)
North elevation, view south
March 2021
*P6. Date Constructed/Age and
Sources: historic
1955/ City of Santa Ana Building
Permits
*P7. Owner and Address:

Joey Ferman and Rachel LaVigne
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
*P8. Recorded by:

Pedro Gomez, City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702
*P9. Date Recorded:

July 7, 2022
*P10. Survey Type:

Intensive Survey Update
*P11. Report Citation: (Cite survey
report and other sources, or enter “none”)
None
*Attachments: None Location Map Sketch Map Continuation Sheet Building, Structure, and Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photograph Record  Other (list)
DPR 523A (1/95) *Required information
P5a. Photo

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State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

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*Resource Name or #: Mason-Heike House
B1. Historic Name: Mason-Heike House
B2. Common Name: Same
B3. Original Use: Single-family ResidenceB4. Present Use: Single-family Residence *B5. Architectural Style: Ranch House
*B6. Construction History: (Construction date, alterations, and date of alterations): January 19, 1955. Constructed. $17,000.

February 16, 2018. Remove wood shake and apply comp. shingles to SFD and det. garage/replace sheathing and eaves. $10,000.

March 9, 2022. Legalize the removal and fill in of (2) windows in the kitchen and install a header to replace the bearing wall between the kitchen and living room. $8,000

*B7. Moved?NoYesUnknown Date:__________Original location:_______ _______ *B8. Related Features: Detached Garage.

B9a. Architect:Unknownb. Builder: Chad Turner Construction Co. *B10. Significance: Theme Residential ArchitectureArea Santa Ana Period of Significance: 1955 Property Type: Single-family Residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Mason-Heike House is architecturally significant as a simple but relatively intact example of a Ranch style tract house in Santa Ana. According to City building records, it was built in 1955 by Chad Turner Construction Co. for approximately $17,000.

The house was first sold in 1956 to Robert E. and Marjorie Mason who lived on the property until 1963. Robert Mason owned R.E. Mason Realty at 1017 N. Main Street (alternatively 1206 N. Main Street). Robert and Marjorie Mason sold the property to Homer W. and Ruth Ellen Packard who resided on the property until 1967. Homer and Ruth first resided at 2014 Woodland Place in Santa Ana before purchasing 1010 W. Santa Clara Avenue. Ralph E. and Gwendolyn Susan Webster purchased the property in 1967 and resided on the property until 1975. According to City directories, the property was sold to Ronald H. and Patricia Heike in 1975 who resided at the property until 2020. Ron was a fish salesman and a member of Citizens for a Better Santa Ana and the Santa Ana Society of Neighbors.
(See Continuation Sheet 3 of 3.)
B11. Additional Resource Attributes: (List attributes and codes) *B12. References:

City of Santa Ana Building Permits
Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps
(See Continuation Sheet 3 of 3.)
B13. Remarks:
*B14. Evaluator: Leslie Heumann/Chattel Inc.
*Date of Evaluation: July 7, 2020
DPR 523B (1/95) *Required information
Sketch Map
(This space reserved for official comments.)
Mason-Heike House
1010 W. Santa Clara Avenue
N

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State of California  The Resources AgencyPrimary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATIONHRI # ________________________________________________ CONTINUATION SHEETTrinomial _____________________________________________

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*Recorded by Pedro Gomez *Date July 7, 2022 Continuation  Update DPR 523L
*B10. Significance (continued):

Santa Ana was founded by William Spurgeon in 1869 as a speculative town site on part of the Spanish land grant known as Rancho Santiago de Santa Ana. The civic and commercial core of the community was centered around the intersection of Main and Fourth Streets. Stimulated by the arrival of the Santa Fe Railroad and incorporation as a city in 1886, and selection as the seat of the newly created County of Orange in 1889, the city grew outwards, with residential neighborhoods developing to the north, south, and east of the city center. Agricultural uses predominated in the outlying areas, with cultivated fields and orchards dotted with widely scattered farmhouses.

Since the second half of the twentieth century, the neighborhood in which the Mason-Heike House is located has been known as West Floral Park. Bounded by Santiago Creek on the north, West Seventeenth Street on the south, North Flower Street on the east and North Bristol Street on the west, this residential area largely developed after 1947. Prior to that time, the area was primarily agricultural, and other than Flower Street, which was improved with houses during the 1920s and 1930s, contained only a handful of residences on Baker and Bristol Streets, the City Water Works pumping plant at 2315 North Bristol Street, and the Animal Shelter and City/County Pound at 2321 North Bristol Street. Between 1947 and 1950, around two dozen homes were constructed on Baker, Olive, Towner, and Westwood Streets. Construction boomed throughout the neighborhood during the 1950s, with the California Ranch emerging as the favored residential style.

The Mason-Heike House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as relatively intact example of a Ranch style tract house in Santa Ana. The recommended categorization is “Contributive” because it contributes to the overall character and history of West Floral Park and is a representative example of Ranch style architecture. (Santa Ana Municipal Code, Section 30-2.2). Character-defining features of the Mason-Heike House include, but may not be limited to: horizontal massing and composition; combination of exterior materials including stucco, brick, wood overlap, and distinctive board and batten siding; X-paneled and partially glazed front door; and multi-light windows. *B12. References (continued):

Ancestry.com. California, Death Index, 1940-1997 [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2000.

Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984.

Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969.

Santa Ana and Orange County Directories, 1950-1990.

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
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Exhibit C
Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.

Secretary of the Interior’s Standards for Rehabilitation of Historic Buildings, as follows:

1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose.

2. The distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible.

3. All buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged.

4. Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment.

These changes may have acquired significance in their own right, and this significance shall be recognized and respected.

5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity.

6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures.

7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken.

8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project.

9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with

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MILLS ACT AGREEMENT
1010 W. Santa Clara Avenue
Santa Ana, CA 92706
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size, scale, color, material and character of the property, neighborhood, or environment.

10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired.

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HRC 2020-12/ HRCA 2020-16/ HPPA 2020-21
1010 W. SANTA CLARA AVENUE

MASON-HEIKE HOUSE
500’ RADIUS

P L A N N I N G AND B U I L D I N G A G E N C Y
SITE

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RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

HISTORIC PROPERTY PRESERVATION AGREEMENT
This Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Janna H. Middel , Trustee of the Janna H. Middel Living Trust, dated 8/28/2000, (hereinafter collectively referred to as “Owner”) , owner of real pro perty located at 1811 Greenleaf Street, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties.

RECITALS
A. The City Council of the City of Santa Ana is authorized by California Government Code Section 5 0280 et seq. (known as the “Mills Act”) to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity.

B. The Owner possess es fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 1811 Greenleaf Street , Santa Ana, CA, 92706 and more par ticularly described in Exhibit “A,” attached hereto and incorporated herein by reference, and hereinafter referred to as the “Historic Property”.

C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of th e Santa Ana Municipal Code.

D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner.

Exhibit 3

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E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment o f valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code.

NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows:

1. Effective Date and Terms of Agreement.

This Agreement shall be effective and commence on September 7 , 2022, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreeme nt, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below.

2. Renewal.
a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein.
b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of non renewal of the Agreement on the other party.

Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein.
c. Within 30 days from receipt of City’s notice of nonrenewal, the Owner may file a written protest of City’s decision of nonrenewal. The City may, at any time prior t o the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply.

3. Standards and Conditions for Historic Property.

During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions:
a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character - defining features described in the “Historical Property Description” attached hereto, marked as Exhibit B, 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.

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b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior’s Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner sh all continually maintain the Historic Property in the same or better condition.
c. A view corridor enabling the general public to see the Historic Property from the public right -of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character-defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior’s Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discard ed or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner’s compliance with the terms and provisions of this Agreement.

4. Furnishing of Information.

The Owner hereby agree s to furnish the City with any and all information requested which may be neces sary or advisable to determine compliance with the terms and provisions of this Agreement.

5. Cancellation.
a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agre ement if it determines that the Owner have breached any of the conditions of this Agreement, or ha s allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one -half (12 ½) percent by Government Code Section 50286) of the current fair market value of the

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property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement.
b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. c. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288.

7. Binding effect of Agreement.
a. Owner hereby subject s the Historic Property, located at 1811 Greenleaf Street, Assessor Parcel Number, 002-104-26, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement. b. City and Owner hereby declare their specific intent t hat the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner’s successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed,

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delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument.

8. No Compensation.

Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Propert y on the account of the restrictions on the use and preservation of the Property.

9. Notice.

Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be la ter specified by the parties hereto.

City: City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council
Owners: Janna H. Middel
1811 Greenleaf Street
Santa Ana, CA 92706

10. General Provisions.
a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise.
b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, includ ing death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property.

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c. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever. e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney’s fees to be fixed by the court, in addition to court costs and other relief ordered by the court.
f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby.
g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County.

11. Recordation.

No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to b e recorded in the office of the County Recorder of the County of Orange.

12. Amendments.

This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto.

13. Effective Date
This Agreement shall be effective on the day and year first written above in Section 1. {Signature page follows}

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ATTEST: CITY OF SANTA ANA
_________________________

KRISTINE RIDGE
________________________
Clerk of the Council
City Manager
OWNER
Date: ___________________ By:__________________
JANNA H. MIDDEL
TRUSTEE OF THE JANNA H. MIDDEL
LIVING TRUST, DATED 8/28/2000
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney
By: _____________________ _____________________
JOHN M. FUNK MINH THAI
Chief Assistant City Attorney Executive Director
Planning and Building Agency

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EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE COUNTY OF ORANGE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:

THAT PORTION OF LOT 1 OF BLOCK B OF TRACT NO. 256, IN THE CITY OF SANTA

ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS SHOWN ON A MAP RECORDED IN BOOK 14, PAGE 23 OF MISCELLANEOUS MAPS, RECORDS OF

ORANGE COUNTY , CALIFORNIA, LYING SOUTHERLY OF THE FOLLOWING DESCRIBED LINE:

BEGINNING AT A POINT ON THE WEST LINE OF SAID LOT 1, SOUTH 77.40 FEET FROM THE NORTHWEST CORNER THEREOF; THENCE EASTERLY 26.22 FEET PARALLEL WITH THE NORTH LINE OF SAID LOT; THENCE SOUTH 1.90 FEET PARALLEL WITH THE WEST LINE OF SAID LOT; THENCE EAST 23.78 FEET

PARALLEL WITH THE NORTH LINE OF SAID LOT TO A POINT ON THE EAST LINE OF SAID LOT SOUTH 79.30 FEET FROM THE NORTHEAST CORNER OF SAID LOT Assessor’s Parcel Number: 002-104-26

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EXECUTIVE SUMMARY
H.C. Flint House
1811 Greenleaf Street
Santa Ana, CA 92706
N
AME H.C. Flint House REF. NO.

ADDRESS 1811 Greenleaf Street
CITY Santa Ana ZIP 92706 ORANGE COUNTY
YEAR BUILT 1941 LOCAL REGISTER CATEGORY: Contributive
HISTORIC DISTRICT N/A NEIGHBORHOOD Floral Park
CALIFORNIA REGISTER CRITERIA FOR EVALUATION 3 CALIFORNIA REGISTER STATUS CODE 5S3 Location: Not for Publication Unrestricted
Prehistoric Historic Both
ARCHITECTURAL STYLE: Minimal Traditional
During the Great Depression through the immediate postwar years, the Minimal Traditional home rose in popularity as the preferred style for middle- class housing in the United States. This basic house type fulfilled both aesthetic and social needs: in terms of aesthetics, the form represented a stripped- down version of the historic -eclectic styles popular in the 1920s, in particular the Tudor and English Revival styles. In social terms, the Minimal Tra ditional home satisfied requirements in square footage and plan by the Federal Housing Administration (FHA), which launched a campaign in this period to expand home ownership. The Minimal Traditional home served as the prototype used by the FHA in its efforts to codify and manufacture “a standard, low-cost, minimum house that the majority of American wage earners could afford” (Greg Hise, Magnetic Los Angeles , p. 57). Minimal Traditional homes are typically rectangular in plan and one- story in height, often with a front -gabled wing and prominent attached chimney. In contrast with the English and Tudor Revival styles the one- story version mimics, the Minimal Traditional home is capped with a low or intermediate pitch roof with a hipped or side gable. Sheathing materials include stucco, brick, or wood, often accompanied by stone veneer accents. Fenestration generally consists of multi -light casement, double- hung, and picture windows with wood frames.

The eaves and rakes of the Minimal Traditional home are typically shallow (in a departure from the later Ranch House style, which they often resemble). Although they have little applied ornament, many Minimal Traditional homes often display decorative wood shutters and porch-roof supports.

SUMMARY/CONCLUSION:

EXPLANATION OF CODES:
• California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, “How to Nominate Resources to the California Register of Historical Resources,” September 4, 2001.) 3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values. • It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents t he work of a master, or possesses high artistic values.
5S3: Appears to be individually eligible for local listing or designation through survey evaluation Exhibit B

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P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad Anaheim Quadrangle 2022 Date: April 7, 2022 * c. Address 1811 Greenleaf Street City Santa Ana Zip 92706 * e. Other Locational Data: Assessor’s Parcel Number 002-104-26

*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries)

The H.C. Flint House is a single- story residence designed in the Minimal Traditional style. The building has a mostly rectangular footprint and is clad horizontal wood siding. The house features a low -pitched, hip-roof covered in composition shingles, with a projecting wing along the primary (west) elevation. Focal points of this façade are a prominent bay window and the entry, facing north from a projecting wing at the south end of the façade. It consists of a non-original, wood slab, front door and flanking sidelights and is topped by a shallow metal awning similar to the roof of the bay window. Primary façade windows include double-hung, casement, and fixed wood-framed, multi -light windows with wood trim detail. The rear (south) elevation contains additional double-hung, wood-framed, multi -light windows while several double-hung wood- framed windows are located throughout the north and east elevations. A secondary pedestrian door is placed along the north elevation, which consists of a simple, half -light design, and a prominent exterior brick chimney is located along the south elevation. Alterations to the house include a small bathroom addition towards the rear (east) elevation. A short driveway leads from Greenleaf towards a detached garage clad in horizontal siding with hipped roof design. Other than the relatively minor noted changes, the house appears intact and is in good condition. The property is landscaped with low vegetation and shrubs.

*P3b. Resource Attributes:
(list attributes and codes) HP2. Single-Family Residence; HP4. Ancillary building *P4. Resources Present: Building Structure Object Site District Element of District Other

P5b. Photo: (view and date)
April, 2022
Front (west) elevation, facing east

*P6. Date Constructed/Age and
Sources: historic
1941/ City of Santa Ana Building
Permit

*P7. Owner and Address:

Janna H. Middel
1811 Greenleaf Street
Santa Ana, CA 92706

*P8. Recorded by:

Pedro Gomez, City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702

*P9. Date Recorded:

July 7, 2022

*P10. Survey Type:

Intensive Survey Update

*P11. Report Citation:
(Cite survey
report and other sources, or enter “none”)
None
*Attachments: None Location Map Sketch Map Continuation Sheet Building, Structure, and Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photograph Record  Other (list)

DPR 523A (1/95) *Required information
P5a. Photo

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State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

Page 2 of 3 ends

*Resource Name or #: H.C. Flint House
B1. Historic Name: H.C. Flint House
B2. Common Name: None
B3. Original Use: Single-Family Residence B4. Present Use: Single-Family Residence *B5. Architectural Style: Minimal Traditional
*B6. Construction History: (Construction date, alterations, and date of alterations): June 28, 1941. Constructed. $3,200.

November 15, 1954. Floor furnace for Vernon Andrew by Louise Schmetzer. $165.

January 22, 1991. Reroof residence and detached garage. $4,500.

October 11, 2021. Reroof w/t.o.- remove and apply comp shingles to SFD and detached garage. $15,000.

December 21, 2021. Bathroom addition. $3,800.

*B7. Moved?No Yes Unknown Date:________ Original Location:_____________________________ *B8. Related Features: Detached garage.

B9a. Architect: Unknown b. Builder: H.C. Flint

*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: 1941 Property Type: Single-family Residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity)

The H.C. Flint House is significant as an intact example of the Minimal Traditional style in Santa Ana. According to City permit records, it was built in 1941 by H.C. Flint for $3,200. H.C. Flint resided on the property until 1950 before selling the home to R.L. Templeton Jr., who briefly occupied the property. Little information is available regarding occupancy of the residence from 1951-1965. Sometime during the mid-1960s Lee Dill bought the property and resided there until mid- 1970, when the property was sold to Stephen L. Nickey, who lived there until the current property owner purchased the property.

(See Continuation Sheet 3 of 3.)

B11. Additional Resource Attributes: (List attributes and codes)

*B12. References:

City of Santa Ana Building Permits
Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps

(See Continuation Sheet 3 of 3.)

B13. Remarks: None

*B14. Evaluator: Leslie Heumann, Chattel, Inc.

*Date of Evaluation: July 7, 2022

DPR 523B (1/95) *Required information

Sketch Map

(This space reserved for official comments.)
H.C. Flint House
1811 Greenleaf Street
N

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State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

Page 3 ends

*Recorded by Pedro Gomez *Date July 7, 2022  Continuation  Update DPR 523L

*B10. Significance (continued):

Santa Ana was founded by William Spurgeon in 1869 as a speculative town site on part of the Spanish land grant known as Rancho Santiago de Santa Ana. The civic and commercial core of the community was centered around the intersection of Main and Fourth Streets. Stimulated by the arrival of the Santa Fe Railroad and incorporation as a city in 1886, and selection as the seat of the newly created County of Orange in 1889, the city grew outwards, with residential neighborhoods developing to the north, south, and east of the city center. Agricultural uses predominated in the outlying areas, with cultivated fields and orchards dotted with widely scattered farmhouses.

The H.C. Flint House is located in Floral Park, a neighborhood northwest of downtown Santa Ana bounded by West Seventeenth Street, North Flower Street, Riverside Drive, and Broadway. Groves of oranges, avocados, and walnuts and widely scattered ranch houses characterized this area before 1920. Developer and builder Allison Honer (1897- 1981), credited as the subdivider and builder of a major portion of northwest Santa Ana, arrived in Santa Ana from Beaver Falls, New York in 1922 (Talbert, pages 353- 356). “Before nightfall on the day of his arrival, Mr. Honer purchased a parcel of land.

And that month, he began building custom homes in Santa Ana” (Orange County Register, September 15, 1981). The parcel chosen became the Floral Park subdivision between Seventeenth Street and Santiago Creek. “When built in the 1920s, the Floral Park homes were the most lavish and expensive in the area. They sold for about $45,000 each” (Orange County Register, September 15, 1981). Revival architecture in a wide variety of romantic styles was celebrated in the 1920s and 1930s and Floral Park showcased examples of the English Tudor, French Norman, Spanish Colonial, and Colonial Revival.

The Allison Honer Construction Company went on to complete such notable projects as the 1935 Art Deco styled Old Santa Ana City Hall, the El Toro Marine Base during World War II, and the 1960 Honer Shopping Plaza. Honer lived in the neighborhood he had helped to create, at 615 West Santa Clara Avenue.

In the late 1920s and 1930s, another builder, Roy Roscoe Russell (1881- 1965), continued developing the groves of Floral Park. An early Russell project was his 1928 subdivision of Victoria Drive between West Nineteenth Street and West Santa Clara Avenue. The homes were quite grand and displayed various revival styles, including Russell’s own large, Colonial Revival mansion at 2009 Victoria Drive. In the early post World War II years, Floral Park continued its development as numerous, smaller, single-family houses were built. Continuing in the Floral Park tradition, they were mostly revival in style. In the 1950s, low, horizontal Ranch Style houses completed the growth of Floral Park. Today (2022) F loral Park maintains its identity as the premier neighborhood of Santa Ana, historically home to many affluent and prominent citizens.

The H.C. Flint House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an in tact example of the Minimal Traditional style in Santa Ana. Additionally, the house has been categorized as “Contributive” because it “contributes to the overall character and history” of Floral Park and is a representative example of Minimal Traditional architecture (Municipal Code, Section 30-2.2). Character -defining features of the H.C. Flint House include, but may not be limited to: its deliberate minimization of period architectural detailing; massing and composition, consisting of a hip-roofed body and projecting wing; horizontal siding; wood frame windows; and bay window.

*B12. References (continued):

Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984.

National Register Bulletin 16A. “How to Complete the National Register Registration Form.” Washington DC: National Register Branch, National Park Service, US Dept. of the Interior, 1991.

Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969.

Santa Ana and Orange County Directories, 1905-2017.

Ancestry.com
Newspapers.com (Santa Ana Register)

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706

- 1 -
Exhibit C

Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.

Secretary of the Interior’s Standards for Rehabilitation of Historic Buildings, as follows:

1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose.

2. The di stinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible.

3. All bui ldings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged.

4. Changes which may have taken place in the course of time ar e evidence of the history and development of a building, structure, or site and its environment.

These changes may have acquired significance in their own right, and this significance shall be recognized and respected.

5. Distinctive stylistic features o r examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity.

6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessa ry, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated b y historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures.

7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken.

8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project.

9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706

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size, scale, color, material and character of the property, neighborhood, or environment.

10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired.

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Planning and Building Agency
Item # 2
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Historic Resources Commission Staff Report
July 7, 2022
Topic: HRCA No. 2022-8, HRC 2022-7, HPPA No. 2022-10 – H.C. Flint House

RECOMMENDED ACTION

1. Adopt a resolution approving Historic Resources Commission Application No. 2022-8 and Historic Register Categorization No. 2022-7 (Exhibit 1).

2. Recommend that the City Council authorize the City Manager and Clerk of the Council to execute the attached Mills Act agreement with Janna Middel, subject to non- substantive changes approved by the City Manager and City Attorney (Exhibit 2).

EXECUTIVE SUMMARY
Janna Middel is requesting approval to designate an existing residence located at 1811 Greenleaf Street to the Santa Ana Register of Historical Properties, as well as approval to execute a Mills Act agreement with the City of Santa Ana.

DISCUSSION
Project Location and Site Description
The subject property is located on the east side of Greenleaf Street in the Floral Park neighborhood. The site contains a 1,225-square-foot, Minimal Traditional style residence and detached garage on a 3,550-square-foot residential lot (Exhibit 3).

The Historic Resources Commission may, by resolution and at a noticed public hearing, designate as a historical property any building or part thereof, object, structure, or site having importance to the history or architecture of the city in accordance with the criteria set forth in Section 30-2 of the Santa Ana Municipal Code (SAMC). This project entails Exhibit 4

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applying the selection criteria established in Chapter 30 of the Santa Ana Municipal Code (Places of Historical and Architectural Significance) to determine if this structure is eligible for historic designation to the Santa Ana Register of Historical Properties. The first criterion for selection requires that the structures be 50 or more years old.

The structure identified meets the minimum selection criteria for inclusion on the Santa Ana Register of Historical Properties pursuant to criteria contained in Section 30-2 of the Santa Ana Municipal Code, as the structure is 81 years old and is a good example of period architecture. No known code violations exist on record for this property.

Templeton Jr., who briefly occupied the property. Little information is available regarding occupancy of the residence from 1951-1965. Sometime during the mid-1960s Lee Dill bought the property and resided there until mid-1970, when the property was sold to Stephen L. Nickey, who lived there until the current property owner purchased the property.

The H.C. Flint House is a single-story residence designed in the Minimal Traditional style. The building has a mostly rectangular footprint and is clad horizontal wood siding.

The house features a low-pitched, hip-roof covered in composition shingles, with a projecting wing along the primary (west) elevation. Focal points of this façade are a prominent bay window and the entry, facing north from a projecting wing at the south end of the façade. It consists of a non-original, wood slab, front door and flanking sidelights and is topped by a shallow metal awning similar to the roof of the bay window.

Primary façade windows include double-hung, casement, and fixed wood-framed, multi- light windows with wood trim detail. The rear (south) elevation contains additional double-hung, wood-framed, multi-light windows while several double-hung wood-framed windows are located throughout the north and east elevations. A secondary pedestrian door is placed along the north elevation, which consists of a simple, half-light design, and a prominent exterior brick chimney is located along the south elevation. Alterations to the house include a small bathroom addition towards the rear (east) elevation. A short driveway leads from Greenleaf towards a detached garage clad in horizontal siding with hipped roof design. Other than the relatively minor noted changes, the house appears intact and is in good condition. The property is landscaped with low vegetation and shrubs. Character-defining features of the H.C. Flint House include, but may not be limited to: its deliberate minimization of period architectural detailing; massing and composition, consisting of a hip-roofed body and projecting wing; horizontal siding; wood frame windows; and bay window.

The H.C. Flint House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of the Minimal Traditional style in Santa Ana.

Additionally, the house has been categorized as “Contributive” because it “contributes to

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the overall character and history” of Floral Park and is a representative example of Minimal Traditional architecture.

Public Notification
The subject site is located within the Floral Park Neighborhood Association. The president of this Neighborhood Association was notified by mail 10 days prior to this public hearing. In addition, the project site was posted with a notice advertising this public hearing, a notice was published in the Orange County Reporter and mailed notices were sent to all property owners within 500 feet of the project site. At the time of this printing, no correspondence, either written or electronic, has been received from any members of the public.

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HRCA No. 2022-8, HRC 2022-7, HPPA No. 2022-10 – H.C. Flint House July 7, 2022

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FISCAL IMPACT
The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $646.80 annually, for a period of not less than ten years.

EXHIBIT(S)

1. Resolution

2. Mills Act Agreement

3. 500-Foot Radius Map
Submitted By:

Pedro Gomez, AICP, Senior Planner
Approved By:

Minh Thai, Executive Director of Planning and Building Agency, Planning and Building Agency

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

Page 1 of 5 ends

RESOLUTION NO. 2022-XXX

A RESOLUTION OF THE HISTORIC RESOURCES

COMMISSION OF THE CITY OF SANTA ANA APPROVING

HISTORIC RESOURCES C OMMISSION APPLICATIO N
NO. 2022-8 TO PLACE THE PROPER TY LOCATED AT
1811 GREENLEAF STREE T, SANTA ANA, ON THE

HISTORICAL REGISTE R AND APPROVING HIST ORIC
REGISTER CATEGORIZAT ION NO. 2022-7 PLACING

SAID PROPERTY WITHIN THE CONTRIBUTIVE

CATEGORY

BE IT RESOLVED BY THE HISTORIC RESOURCES C OMMISSION OF THE CITY OF SANTA ANA AS FOLLOWS:

Section 1. The Historic Resources Commission of t he City of Santa Ana hereby finds, determines, and declares as follows:

A. On July 7, 2022 , the Historic Resources Commission held a duly noticed public hearing for the placement on the Santa Ana Register of Historical Properties (Historic Resources Commiss ion Application No. 2022-8) and categorization (Historic Resources Commission Categorization No. 2022- 7) of the H.C. Flint House located at 1811 Greenleaf Street, Santa Ana.

B. The H.C. Flint House has distinctive architectural features of the Minimal Traditional style and was built in 1941.

C. The H.C. Flint House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intac t example of the Minimal Traditional style in Santa Ana. Additionally, the house has been categorized as “Contributive” because it “contributes to the overall character and history” of Floral Park and is a representative example of Minimal Traditional arch itecture. Character -defining features of the H.C.

Flint House include, but may not be limited to: its deliberate minimization of period architectural detailing; massing and composition, consisting of a hip-roofed body and projecting wing; horizontal siding ; wood frame windows; and bay window.

D. The legal owner of the property is Janna Middel.

E. The legal description for the subject property is attached hereto as Exhibit A and incorporated by this reference as though fully set forth herein.

F. The subject property meets the standards for placement on the City of Santa Ana Register of Historic Properties pursuant to Section 30 -2 of the Santa Ana Municipal Code.

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

Page 2 of 5 ends

G. The subject property meets the minimal standards for placement in the Contributive category pursuant to Section 30 -2.2(3) of the Santa Ana Municipal Code.

Section 2. In accordance with the California Environmental Quality Act, the recommended actions are exempt from further review under CEQA Guidelines Section 15331, Cl ass 31, as these actions are designed t o preserve historic al resources.

Categorical Exemption No. ER-2022-43 will be filed for this project.

Section 3. The Historic Resources Commission of the City of Santa Ana , after conducting the public hearing, hereby approves:

A. Historic Resources Commission Application No. 2022-8 to place the H.C.

Flint House located at 1811 Greenleaf Street , Santa Ana, 92706 on the historical register, and
B. Historic Register Categorization No. 2022-7 placing the H.C. Flint House located at 1811 Greenleaf Street , Santa Ana, 92706 within the Contributive category, as conditioned in Exhibit B , attached hereto and incorporated herein.

These decisions are based upon the evidence submitted at the above said hearing, which includes, bu t is not limited to: the Staff report and exhibits attached thereto, the report entitled “Historical Property Description,” and the public testimony, all of which are incorporated herein by this reference.

Section 4. For the subject property, a report e ntitled “Historical Property Description” is on file with the Planning Division, and is hereby approved and adopted, and together with the staff report and this Resolution, justify the findings for placement on the City of Santa Ana Register of Historical Properties into a category. The Historic Resources Commission Secretary is authorized and directed to include this Resolution in the City of Santa Ana Register of Historical Properties.

ADOPTED this 7th day of July, 2022.

__________________________
Tim Rush
Chairperson

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

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APPROVED AS TO FORM:

Sonia R. Carvalho, City Attorney

By:________________________
John M. Funk
Chief Assistant City Attorney

AYES: Commission members____________________________________

NOES: Commission members___________________________________

ABSTAIN: Commission members___________________________________

NOT PRESENT: Commission members___________________________________

CERTIFICATE OF ATTESTATION AND ORIGINALITY

Date: ________________ ____________________________________ Commission Secretary
City of Santa Ana

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

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EXHIBIT A

LEGAL DESCRIPTION
APN Address Legal Description Owner Names
002-104-26 1811 Greenleaf Street THE LAND REFERRED TO

HEREIN BELOW IS

SITUATED IN THE COUNTY

OF ORANGE, STATE OF

CALIFORNIA AND IS
DESCRIBED AS FOLLOWS:

THAT PORTION OF LOT 1 OF
BLOCK B OF TRACT NO. 256,

IN THE CITY OF SANTA ANA,

COUNTY OF ORANGE,

STATE OF CALIFORNIA, AS

SHOWN ON A MAP
RECORDED IN BOOK 14,
PAGE 23 OF

MISCELLANEOUS MAPS,

RECORDS OF ORANGE

COUNTY, CALIFO RNIA,

LYING SOUTHERLY OF THE

FOLLOWING DESCRIBED
LINE:

BEGINNING AT A POINT ON

THE WEST LINE OF SAID
LOT 1, SOUTH 77.40 FEET

FROM THE NORTHWEST
CORNER THEREOF; THENCE
EASTERLY 26.22 FEET

PARALLEL WITH THE NORTH
LINE OF SAID LOT; THENCE
SOUTH 1.90 FEET PAR ALLEL

WITH THE WEST LINE OF
SAID LOT; THENCE EAST

23.78 FEET PARALLEL WITH

THE NORTH LINE OF SAID

LOT TO A POINT ON THE

EAST LINE OF SAID LOT
SOUTH 79.30 FEET FROM

THE NORTHEAST CORNER
OF SAID LOT.

Janna H. Middel,
Trustee of the
Janna H. Middel
Living Trust,
dated 8/28/2000

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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2022-XXX

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EXHIBIT B

Conditions of Approval for Historic Resources Commission Application No. 2022-8 and Historic Resources Commission Categorization No. 2022-7

The applicant shall install a bronze plaque as per a template on file with the Planning Division honoring and recognizing the structure at 1811 Greenleaf Street, historically known as the H.C. Flint House. The plaque shall include the historic name, address, year built, and local historic register designation. The final dimensions, location, text and description on the plaque shall be reviewed and approved by Planning Division staff.

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
- 1 -

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

HISTORIC PROPERTY PRESERVATION AGREEMENT
This Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Janna H. Middel, Trustee of the Janna H. Middel Living Trust, dated 8/28/2000, (hereinafter collectively referred to as “Owner”), owner of real property located at 1811 Greenleaf Street, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties.

RECITALS
A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the “Mills Act”) to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity.

B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 1811 Greenleaf Street, Santa Ana, CA, 92706 and more particularly described in Exhibit “A,” attached hereto and incorporated herein by reference, and hereinafter referred to as the “Historic Property”.

C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code.

D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner.

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
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E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code.

NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows:

1. Effective Date and Terms of Agreement.

2. Renewal.
a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein.
b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party.

3. Standards and Conditions for Historic Property.

During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions:
a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character- defining features described in the “Historical Property Description” attached hereto, marked as Exhibit B, 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.

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
- 3 -
b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior’s Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition.
c. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character-defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior’s Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner’s compliance with the terms and provisions of this Agreement.

4. Furnishing of Information.

The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement.

5. Cancellation.
a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the Owner have breached any of the conditions of this Agreement, or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 ½) percent by Government Code Section 50286) of the current fair market value of the

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
- 4 -
property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement.
b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. c. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288.

7. Binding effect of Agreement.
a. Owner hereby subjects the Historic Property, located at 1811 Greenleaf Street, Assessor Parcel Number, 002-104-26, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement. b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner’s successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
- 5 -
the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument.

8. No Compensation.

Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property.

9. Notice.

Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto.

City: City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council
Owners: Janna H. Middel
1811 Greenleaf Street
Santa Ana, CA 92706

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
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c. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever.

11. Recordation.

12. Amendments.

This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto.

13. Effective Date
This Agreement shall be effective on the day and year first written above in Section 1. {Signature page follows}

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
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ATTEST:CITY OF SANTA ANA
________________________ _________________________

DAISY GOMEZ KRISTINE RIDGE
Clerk of the Council City Manager
OWNER
Date: ___________________ By:__________________
JANNA H. MIDDEL
TRUSTEE OF THE JANNA H. MIDDEL
LIVING TRUST, DATED 8/28/2000
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney
By: _____________________ _____________________
JOHN M. FUNK MINH THAI
Chief Assistant City Attorney Executive Director
Planning and Building Agency

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
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EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE COUNTY OF ORANGE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:

THAT PORTION OF LOT 1 OF BLOCK B OF TRACT NO. 256, IN THE CITY OF SANTA

ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS SHOWN ON A MAP RECORDED IN BOOK 14, PAGE 23 OF MISCELLANEOUS MAPS, RECORDS OF

ORANGE COUNTY, CALIFORNIA, LYING SOUTHERLY OF THE FOLLOWING DESCRIBED LINE:

PARALLEL WITH THE NORTH LINE OF SAID LOT TO A POINT ON THE EAST LINE OF SAID LOT SOUTH 79.30 FEET FROM THE NORTHEAST CORNER OF SAID LOT Assessor’s Parcel Number: 002-104-26

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EXECUTIVE SUMMARY
H.C. Flint House
1811 Greenleaf Street
Santa Ana, CA 92706
NAME H.C. Flint House REF. NO.

ADDRESS 1811 Greenleaf Street
CITY Santa Ana ZIP 92706 ORANGE COUNTY
YEAR BUILT 1941 LOCAL REGISTER CATEGORY: Contributive
HISTORIC DISTRICT N/A NEIGHBORHOOD Floral Park
CALIFORNIA REGISTER CRITERIA FOR EVALUATION 3 CALIFORNIA REGISTER STATUS CODE 5S3 Location: Not for Publication Unrestricted Prehistoric Historic Both
ARCHITECTURAL STYLE: Minimal Traditional
During the Great Depression through the immediate postwar years, the Minimal Traditional home rose in popularity as the preferred style for middle-class housing in the United States. This basic house type fulfilled both aesthetic and social needs: in terms of aesthetics, the form represented a stripped-down version of the historic-eclectic styles popular in the 1920s, in particular the Tudor and English Revival styles. In social terms, the Minimal Traditional home satisfied requirements in square footage and plan by the Federal Housing Administration (FHA), which launched a campaign in this period to expand home ownership. The Minimal Traditional home served as the prototype used by the FHA in its efforts to codify and manufacture “a standard, low-cost, minimum house that the majority of American wage earners could afford” (Greg Hise, Magnetic Los Angeles, p. 57). Minimal Traditional homes are typically rectangular in plan and one- story in height, often with a front-gabled wing and prominent attached chimney. In contrast with the English and Tudor Revival styles the one-story version mimics, the Minimal Traditional home is capped with a low or intermediate pitch roof with a hipped or side gable. Sheathing materials include stucco, brick, or wood, often accompanied by stone veneer accents. Fenestration generally consists of multi-light casement, double-hung, and picture windows with wood frames.

SUMMARY/CONCLUSION:

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State of California  The Resources Agency Primary #______________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI #__________________________________________________ PRIMARY RECORDTrinomial______________________________________________ NRHP Status Code_____________________________________
Other Listings_____________________________________________________________________ Review Code________Reviewer________________________Date_______________ Page _1_ of _3_ Resource name(s) or number (assigned by recorder) H.C. Flint House P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted*a. County Orange County *b. USGS 7.5’ Quad Anaheim Quadrangle 2022Date: April 7, 2022 *c. Address 1811 Greenleaf StreetCity Santa AnaZip 92706 *e. Other Locational Data: Assessor’s Parcel Number 002-104-26 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) The H.C. Flint House is a single-story residence designed in the Minimal Traditional style. The building has a mostly rectangular footprint and is clad horizontal wood siding. The house features a low-pitched, hip-roof covered in composition shingles, with a projecting wing along the primary (west) elevation. Focal points of this façade are a prominent bay window and the entry, facing north from a projecting wing at the south end of the façade. It consists of a non-original, wood slab, front door and flanking sidelights and is topped by a shallow metal awning similar to the roof of the bay window. Primary façade windows include double-hung, casement, and fixed wood-framed, multi-light windows with wood trim detail. The rear (south) elevation contains additional double-hung, wood-framed, multi-light windows while several double-hung wood-framed windows are located throughout the north and east elevations. A secondary pedestrian door is placed along the north elevation, which consists of a simple, half-light design, and a prominent exterior brick chimney is located along the south elevation. Alterations to the house include a small bathroom addition towards the rear (east) elevation. A short driveway leads from Greenleaf towards a detached garage clad in horizontal siding with hipped roof design. Other than the relatively minor noted changes, the house appears intact and is in good condition. The property is landscaped with low vegetation and shrubs.
*P3b. Resource Attributes: (list attributes and codes)HP2. Single-Family Residence; HP4. Ancillary building *P4. Resources Present: Building Structure Object Site District Element of District Other P5b. Photo: (view and date)
April, 2022
Front (west) elevation, facing east
*P6. Date Constructed/Age and
Sources: historic
1941/ City of Santa Ana Building
Permit
*P7. Owner and Address:

Janna H. Middel
1811 Greenleaf Street
Santa Ana, CA 92706
*P8. Recorded by:

Pedro Gomez, City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702
*P9. Date Recorded:

July 7, 2022
*P10. Survey Type:

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State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

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*Resource Name or #: H.C. Flint House
B1. Historic Name: H.C. Flint House
B2. Common Name: None
B3. Original Use: Single-Family ResidenceB4. Present Use: Single-Family Residence *B5. Architectural Style: Minimal Traditional
*B6. Construction History: (Construction date, alterations, and date of alterations): June 28, 1941. Constructed. $3,200.

November 15, 1954. Floor furnace for Vernon Andrew by Louise Schmetzer. $165.

January 22, 1991. Reroof residence and detached garage. $4,500.

October 11, 2021. Reroof w/t.o.- remove and apply comp shingles to SFD and detached garage. $15,000.

December 21, 2021. Bathroom addition. $3,800.
*B7. Moved?NoYesUnknown Date:________Original Location:_____________________________ *B8. Related Features: Detached garage.

B9a. Architect:Unknownb. Builder: H.C. Flint
*B10. Significance: Theme Residential ArchitectureArea Santa Ana Period of Significance: 1941 Property Type: Single-family Residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The H.C. Flint House is significant as an intact example of the Minimal Traditional style in Santa Ana. According to City permit records, it was built in 1941 by H.C. Flint for $3,200. H.C. Flint resided on the property until 1950 before selling the home to R.L. Templeton Jr., who briefly occupied the property. Little information is available regarding occupancy of the residence from 1951-1965. Sometime during the mid-1960s Lee Dill bought the property and resided there until mid-1970, when the property was sold to Stephen L. Nickey, who lived there until the current property owner purchased the property. (See Continuation Sheet 3 of 3.)
B11. Additional Resource Attributes: (List attributes and codes) *B12. References:

City of Santa Ana Building Permits
Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps
(See Continuation Sheet 3 of 3.)
B13. Remarks: None
*B14. Evaluator: Leslie Heumann, Chattel, Inc.
*Date of Evaluation: July 7, 2022
DPR 523B (1/95) *Required information
Sketch Map

(This space reserved for official comments.)
H.C. Flint House
1811 Greenleaf Street
N

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*Recorded by Pedro Gomez*Date July 7, 2022  Continuation  Update DPR 523L
*B10. Significance (continued):

Santa Ana was founded by William Spurgeon in 1869 as a speculative town site on part of the Spanish land grant known as Rancho Santiago de Santa Ana. The civic and commercial core of the community was centered around the intersection of Main and Fourth Streets. Stimulated by the arrival of the Santa Fe Railroad and incorporation as a city in 1886, and selection as the seat of the newly created County of Orange in 1889, the city grew outwards, with residential neighborhoods developing to the north, south, and east of the city center. Agricultural uses predominated in the outlying areas, with cultivated fields and orchards dotted with widely scattered farmhouses.

The H.C. Flint House is located in Floral Park, a neighborhood northwest of downtown Santa Ana bounded by West Seventeenth Street, North Flower Street, Riverside Drive, and Broadway. Groves of oranges, avocados, and walnuts and widely scattered ranch houses characterized this area before 1920. Developer and builder Allison Honer (1897-1981), credited as the subdivider and builder of a major portion of northwest Santa Ana, arrived in Santa Ana from Beaver Falls, New York in 1922 (Talbert, pages 353-356). “Before nightfall on the day of his arrival, Mr. Honer purchased a parcel of land.

In the late 1920s and 1930s, another builder, Roy Roscoe Russell (1881-1965), continued developing the groves of Floral Park. An early Russell project was his 1928 subdivision of Victoria Drive between West Nineteenth Street and West Santa Clara Avenue. The homes were quite grand and displayed various revival styles, including Russell’s own large, Colonial Revival mansion at 2009 Victoria Drive. In the early post World War II years, Floral Park continued its development as numerous, smaller, single-family houses were built. Continuing in the Floral Park tradition, they were mostly revival in style. In the 1950s, low, horizontal Ranch Style houses completed the growth of Floral Park. Today (2022) Floral Park maintains its identity as the premier neighborhood of Santa Ana, historically home to many affluent and prominent citizens.

The H.C. Flint House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of the Minimal Traditional style in Santa Ana. Additionally, the house has been categorized as “Contributive” because it “contributes to the overall character and history” of Floral Park and is a representative example of Minimal Traditional architecture (Municipal Code, Section 30-2.2). Character-defining features of the H.C. Flint House include, but may not be limited to: its deliberate minimization of period architectural detailing; massing and composition, consisting of a hip-roofed body and projecting wing; horizontal siding; wood frame windows; and bay window. *B12. References (continued):

Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984.

National Register Bulletin 16A. “How to Complete the National Register Registration Form.” Washington DC: National Register Branch, National Park Service, US Dept. of the Interior, 1991.

Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969.

Santa Ana and Orange County Directories, 1905-2017.

Ancestry.com
Newspapers.com (Santa Ana Register)

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MILLS ACT AGREEMENT
1811 Greenleaf Street
Santa Ana, CA 92706
- 1 -
Exhibit C
Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.