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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ~~ I N A L
From: Catherine Pritchett, Management
Analyst I
Subject: Resolutions authorizing the
execution of Mills Act Preservation
Agreements.
Dept: City Manager's Office
Date: November 25, 2008
Council Meeting Date: December 15,
2008.
Synopsis of Previous Council Action:
December 3, 2007 - Mayor and Common Council amend Resolution 2005-363 to include the use of a
City Register of Historical and Architecturally Significant Properties for the purposes of Mills Act eligibility,
and authorize a Mills Act Agreement with Mark Valadez.
December 18, 2006 -Mayor and Common Council amend resolution 2005-363, changing the application
period from November to October, and authorize a Mills Act Agreement with Myra Elder.
November 7, 2005 - Council adopts Resolution 2005-363 establishing the application process, review
procedures, and required contract provisions for the implementation of a Mills Act Program in the City of
San Bernardino pursuant to Government Code Section 50280, et seq., and setting an application fee and
an annual administrative fee, and authorizing four Mills Act Agreements.
October 18, 2005 - Legislative Review Committee recommends implementation of a Mills Act Program.
Recommended motion:
Adopt resolutions.
(lO.N.'A ~ki(:-
Sig ture
Contact person: Catherine Pritchett, Management Analyst I Phone: 5122
Supporting data attached: Staff report, resos, contracts Ward: 5 & 7
FUNDING REQUIREMENTS:
Amount: Some nominal loss of property tax revenue annually,
depending on property tax reductions.
Source: (Accl. No.)
(Accl. Description)
Finance:
Council Notes: kJ .2Mh'- 9'~& / d'-'(.JP~ ~~7/ =1cJo,f- 445/?-
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Agenda Item No. J I
1'-0 IS' '08
STAFF REPORT
Subiect:
Resolutions authorizing the execution of Mills Act Preservation Agreements.
Backl!round:
The Mills Act is a state law designed to provide financial incentives for property owners that
restore and maintain historic residential and commercial properties. The Mills Act involves
property being assessed using a different methodology, the result is a reduction in property taxes
paid by the property owner. The owner agrees to invest the savings into the property with the
purpose of protecting and preserving the characteristics of historical significance of their historic
property
Applications for 2008 Mills Act Agreements were accepted from October 15t through October
315t Prior to the deadline, five (5) property owners submitted complete applications along with
the required application fees. Following staff review of the applications, a three-member sub-
committee of the Historic Preservation Commission performed site surveys on each of the
properties to determine their historic relevance. Utilizing similar procedures employed for the
1991 Historic Resources Reconnaissance Survey, the commissioners identified the date or period
the homes were built, the architectural style of the structures, the construction materials that were
used, and the historical significance of the property (prior ownership or use). After review, each
of the sub-committee members submitted written recommendations to staff. Below is a brief
description of each application.
. Deborah Albert's Country Style Cottage was built in 1937 and is located at 590 E. Country
Club Road in the 7'h ward. This property is not included in the 1991 Historic Resources
Reconnaissance Survey, but was recommended for a Mills Act contract by all three of the
commiSSIOners.
. Mr. & Mrs. Baird's 1938 Colonial Revival home is located at 296 E. Marshall Boulevard in
the 7th ward. This property was reported by each of the commissioners to be in excellent
condition and is included in the 1991 Historic Resources Reconnaissance Survey.
. Mr. and Mrs. Corsentino's Spanish Colonial House was built in the 1930's and is located at
3435 Circle Road in the 5th ward. Although the property is not included in the 1991 Historic
Resources Reconnaissance Survey, because of its exterior beauty and unique ownership
history (former home of the Culligan Water family) the commissioners strongly recommend
the property for a Mills Act contract.
. Gail Mummery's Spanish Eclectic home, located at 420 W. 25th Street in the 7th ward, was
built in the 1920's and is located in a historic district once know as "Doctor's Row." The
property is listed in the 1991 Historic Resources Reconnaissance Survey and has been
recommended by the commissioners.
. Mr. and Mrs. Niewiadomski's 1930's Mediterranean style home is located at 390 W. 24th
Street in the 7th ward. The property is included in the 1991 Historic Resources
Reconnaissance Survey and has been recommended for a Mills Act contract by the
commiSSIOners.
Upon adoption of this resolution, the property owner(s) will each enter into a 10-year
preservation agreement, beginning December 15, 2008 and remaining in effect for a minimum
initial term often (10) years thereafter unless canceled by the City pursuant to Section(s) 8 or 9
of the agreement. During this time the property owner (s) will be required to reinvest all property
tax savings into rehabilitation or maintenance of the historic property. The agreement requires
the property owner( s) to preserve and maintain the historic significance of the property, and to
carry out the rehabilitation and maintenance projects specified in their application materials. In
accordance with Govermnent Code Section 50286, if the City cancels an agreement due to
breach by the property owner, or for the owner's failure to restore or rehabilitate the property in
accordance with the agreement, the property owner must pay a penalty to the County Auditor.
State law currently sets this penalty at 12.5% of the current fair market value of the property.
The Mills Act program is becoming increasingly popular. Upon adoption if this resolution, the
City will have II active residential Mills Act contracts with San Bernardino residents. The Press
Enterprise recently reported the success the Mills Act program has had in assisting property
owners with maintaining their historical homes. Participants in the program have seen property
tax savings ranging from $200-$6,000. In addition, all of the participants have been compliant
with the City's reporting requirements stated in the Mills Act Agreement.
Financial impact:
Property owners that have approved Mills Act contracts will see a reduction in their property tax
assessments, resulting in a corresponding reduction in property tax revenues. In San Bernardino,
the City receives an average of seventeen cents ($.17) of each dollar ($1.00) of property tax
generated, with the balance of revenues allocated to counties, school districts, and special
districts.
Each property owner has paid an application fee of $200.00. This fee will partially offset the
City's cost to process each application. In addition the property owner will pay an annual
administrative fee of$75.00 to offset costs of program administration.
Recommendation:
Adopt resolutions.
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RESOLUTION NO.
RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH DEBORAH ALBERT.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The City Manager of the City of San Bernardino is hereby authorized
and directed to execute on behalf of said City. a Mills Act Preservation Agreement between
Deborah Albert and the City of San Bernardino. which is attached hereto. marked Exhibit "A"
and incorporated herein by reference as though fully set forth at length.
SECTION 2.
The authorization to execute the above-referenced agreement IS
rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
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RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH DEBORAH ALBERT.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a
meeting thereof, held on the
_ day of
, 2008, by the following vote, to wit:
Council Members:
AYES
NAYS
ABSTAIN
ABSENT
ESTRADA
BAXTER
BRINKER
VACANT
KELLEY
JOHNSON
MCCAMMACK
City Clerk
The foregoing resolution is hereby approved this
day of
2008.
Patrick J. Morris, Mayor
City of San Bernardino
Approved as to form:
JAMES F. PENMAN
City Attorney
.f~
2008-446
Exhibit "A"
HISTORIC PROPERTY PRESERVATION AGREEMENT
("MILLS ACT CONTRACT")
THIS AGREEMENT is made on this 15th day of December, by and between the City of
San Bernardino, a municipal corporation ("City"), and Deborah Albert ("Owner").
RECITALS
I. California Government Code Section 50280, et. seq. allows cities the discretion to
enter into contracts with the owners of qualified historic properties, as that term is defined in
Government Code Section 50280.1, for the purpose of providing for the use, maintenance,
protection, and restoration of such historic property so as to retain its characteristics as property
of historic significance.
2. Owner holds fee title in and to that certain real property, together with associated
structures and improvements thereon, generally located at the street address 590 E. Country Club
Road, San Bernardino, California ("Historic Property"). A legal description of the Historic
Property is attached hereto as Attachment "A" and incorporated herein by this reference.
3. By authorizing this agreement, the Common Council hereby designates the Historic
Property as a Qualified Historic Property as defined by Resolution 2005 - 363, Section 5.
4. City and Owner desire to enter into this Agreement for the purpose of protecting and
preserving the characteristics of historical significance of the Historic Property that help provide
the community with its own unique civic identity and character.
5. Owner, in consideration for abiding by the terms of this Agreement, shall be entitled
to qualify for a reassessment of valuation of the Historic Property, pursuant to the provisions of
chapter 3, Part, 2, of Division 1 of the California Revenue and Taxation Code, and any
corresponding adjustment in property taxes resulting therefrom.
TERM
NOW, THEREFORE, the City and Owner in consideration of mutual covenants and
conditions set forth herein, do hereby agree as follows:
1. Effective Date and Term of Agreement. This Agreement shall be effective and
commence on Monday, December 15, 2008 ("Effective Date") and shall remain in effect for a
minimum initial term of ten (l0) years thereafter unless canceled by the City pursuant to Section
8 or 9 of this Agreement.
2. Renewal. Upon each anniversary date, beginning at the end of the initial ten year term
("Renewal Date"), an additional one (l) year shall automatically be added to the term of the
Agreement unless a notice of nonrenewal is delivered as provided in Section 3 of this
Agreement.
3. Nonrenewal. If either the Owner or City desires in any year not to renew this
Agreement, Owner or City shall serve a written notice of nonrenewal upon the other party in
advance of the Renewal Date ("Notice of Nonrenewal"). The Notice of Nonrenewal shall be
effective only if served by Owner upon City at least ninety (90) days prior to the Renewal Date,
or if served by City upon Owner, the Notice ofNonrenewal shall be effective only if served upon
Owner at least sixty (60) days prior to the Renewal Date. If either City or Owner serves a Notice
ofNonrenewal in any year, this Agreement shall remain in effect for the balance of the term then
remammg.
4. Owner Protest ofCitv Nonrenewal. Within fifteen (15) days of Owner's receipt of the
Notice of Nonrenewal from City, Owner may file with City a written protest of the Notice of
Nonrenewal. Upon receipt of the written protest, the Common Council shall set a hearing prior
to the expiration of the Renewal Date of this Agreement. Owner may furnish the Common
Council with any information which Owner deems relevant and shall furnish the Common
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Council with any information it may require. The Common Council may, at any time prior to
the annual Renewal Date, withdraw its Notice ofNonrenewal.
5. Standards for Historical Propertv. During the term of this Agreement, the Historic
Property shall be subject to the following conditions, requirements, and restrictions:
A. Owner shall preserve and maintain the characteristics of the cultural and historical
significance of the Historic Property. Compliance or non-compliance with this section shall be
determined by the Director of Development Services or his/her designee. In addition, Owner
shall obtain any applicable permits necessary to protect, preserve, restore, and rehabilitate the
Historic Property so as to maintain its historical and cultural significance.
B. Owner, when necessary as determined by the City, shall restore and rehabilitate the Historic
Property to conform to the rules and regulations of the Office of Historic Preservation of the
California Department of Parks and Recreation, the United States Secretary of the Interior
Standards for Rehabilitation, and the State Historical Building Code. The condition of the
exterior of the Historic Property on the effective date of this Agreement is documented in
photographs attached as Attachment "B" and incorporated herein by this reference. The Owner
shall continually maintain the exterior of the Historic Property in the same or better condition as
documented in Attachment "B".
C. Owner shall carry out specific restoration, repair, maintenance, and/or rehabilitation projects
on the Historic Property, as outlined in the attached Attachment "C", which is incorporated
herein by this reference. All such projects shall be undertaken and completed in keeping with
the historic nature of the property. Projects may be interior or exterior, but must utilize all
property tax savings.
D. Owner shall not be permitted to block the view corridor with any new structure, such as
walls, fences or shrubbery, so as to prevent the viewing of the Historic Property.
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6. Periodic Examinations. Upon reasonable advance notice, Owner shall allow
reasonable periodic examinations of the interior and exterior of the Historic Property by
representatives of the County Assessor, the State Department of Parks and Recreation, the State
Board of Equalization and/or City, as may be necessary to determine Owner's compliance with
the terms and provisions of this Agreement.
7. Provision of Information of Compliance; Yearlv Administrative Fee. Owner hereby
agrees to furnish City with any and all information requested by City, which City deems
necessary or advisable to determine eligibility of the Historic Property and compliance with the
terms and provisions of this Agreement. Requested information may include, but not be limited
to, required annual reports, as well as receipts documenting property maintenance and/or
improvement expenditures that equal or exceed annual estimated property tax savings. Owner
shall also pay City a yearly administrative fee of seventy-five dollars ($75.00).
8. Breach of Agreement: Remedies.
A. Notice of Breach; Opportunity to Cure. If Owner breaches any provision of this Agreement,
City may give written notice to Owner by registered or certified mail detailing Owner's
violations. If such violation is not corrected to the reasonable satisfaction of City within thirty
(30) days after the date of notice of violation, or within such a reasonable time as may be
required to cure the violation (provided the acts to cure the violation are commenced within
thirty (30) days and thereafter diligently pursued to completion), the City may, without further
notice, declare Owner to be in breach of this Agreement. Upon City's declaration of Owner's
breach, City may pursue any remedy available under local, state, or federal law, including those
specifically provided for in this section.
B. Remedy - Cancellation. City may cancel this Agreement if City determines, following a
duly noticed public hearing in accordance with Government Code section 50285, that Owner
breached any of the conditions of the Agreement, Owner allowed the Historic Property to
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deteriorate to the point that it no longer meets the standards for a qualified historic property, or
Owner failed to restore or rehabilitate the Historic Property in accordance with the terms of this
Agreement. If this Agreement is cancelled, under this paragraph, Owner shall pay a cancellation
fee to the Office of the Auditor for the County of San Bernardino as required by Government
Code section 50286.
C. Alternative Remedies. As an alternative to cancellation of this Agreement for Owner's
breach of any condition, City may bring an action in court necessary to enforce this Agreement
including, but not limited to, an action to enforce this Agreement by specific performance,
injunction, or receivership.
9. Destruction of Propertv; Eminent Domain; Cancellation. 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 percent (60%) of the original fabric of the structure must
replaced, this Agreement shall be cancelled because the historic value of the structure will have
been destroyed. If the Historic Property is acquired in whole or in part by eminent domain or
. other acquisition by any entity authorized to exercise the power of eminent domain, and the
acquisition is determined by the Mayor and Cornmon Council to frustrate the purpose of this
Agreement, this Agreement shall be cancelled. No cancellation fee pursuant to Government
Code Section 50286 shall be imposed if the Agreement is cancelled pursuant to this Section.
10. Waiver. City does not waive any claim of default by 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 the City to pursue in the event that there is a breach of this Agreement. No 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.
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II. Binding, Effect of Agreement. Owner hereby subjects the Historic Property to the
covenants, conditions, and restrictions set forth in this Agreement. City and Owner hereby
declare their specific intent that the covenants, conditions, and restrictions set forth herein shall
be deemed covenants running with the land and shall inure to and be binding upon Owner's
successors and assigns in title or interest to the Historic Property. Each and 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 covenants, reservations and restrictions set forth herein.
12. Covenants Run with the Land. City and Owner hereby declare their understanding
and intent that the burden of the covenants, reservations and restrictions set forth herein touch
and concern the land in that they restrict development of the Historic Property. City and Owner
hereby further declare their understanding and intent that the benefit of such covenants,
reservations and restrictions touch and concern the land by enhancing and maintaining the
cultural and historical characteristics and significance of the Historic Property for the benefit of
the public and the Owner.
13. Notice. Any notice required to be given by the terms of this Agreement shall be
provided at the address of the respective parties as specified below or at any other address as
may be later specified by the parties hereto:
City:
City of San Bernardino
City Manager's Office
300 North D Street
San Bernardino, CA 92418-000 I
Owner:
Deborah Albert
590 E. Country Club Road
San Bernardino, CA 92404
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14. Effect of Agreement. 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 the parties to be
considered joint venturers or members of any joint enterprise.
15. Indemnitv of Citv. Owner shall defend, indemnity, and hold harmless City and its
elected officials, officers, agents and employees from any actual or alleged claims, demands
causes of action, liability, loss, damage, or injury to property or persons, including wrongful
death, whether imposed by a court of law or by administrative action of any federal, state or local
governmental agency, arising out of or incident to (i) the direct or indirect use, operation, or
maintenance of the Historic Property by Owner or any contractor, subcontractor, employee,
agent, lessee, licensee, invitee, or any other person; (ii) Owner's activities in connection with the
Historic Property, or from the enforcement of this Agreement. This indemnification includes,
without limitation, the payment of all penalties, fines, judgments, awards, decrees, attorneys'
fees and related costs or expenses, and the reimbursement of City, its elected officials,
employees, and/or agents for all attorney's fees, legal expenses and costs incurred by each of
them. The costs, salaries and expenses of the City Attorney and members of his/her office in
enforcing this Agreement on behalf of the City shall be considered as "attorneys' fees" for the
purposes of this paragraph. Owner's obligation to indemnity shall survive the termination,
cancellation, or expiration of this Agreement and shall not be restricted to insurance proceeds, if
any received by City, its elected officials, employees, or agents.
16. Binding Upon Successors. All of the agreements, rights, obligations, covenants,
reservations, 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 or in
any manner whatsoever.
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17. Legal Costs. In the event legal proceedings are brought by any party or parties to
enforce or restrain a violation of any of the covenants, conditions 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 attorneys' fees to be fixed by the court, in addition to
court costs and other relief ordered by the court. The costs, salaries and expenses of the City
Attorney and members of his/her office in enforcing this Agreement on behalf of the City shall
be considered as "attorneys' fees" for the purposes of this paragraph.
18. Severability. 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.
19. Recordation. No later than twenty (20) days after the Effective Date, City shall
cause this Agreement to be recorded in the office of the County Recorder of the County of San
Bernardino. Owner shall provide written notice of the contract to the State Office of Historic
Preservation within six (6) months of entering into the contract.
20. Amendments. This Agreement may be amended, in whole or in part, only by written
recorded instrument executed by the parties hereto.
21. Governing Law and Venue. This Agreement shall be construed and governed in
accordance with the laws of the State of California. Any action at law or in equity brought by
either of the parties hereto for the purpose of enforcing a right or rights provided for by this
Agreement shall be tried in a court of competent jurisdiction in the County of San Bernardino
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HISTORIC PROPERTY PRESERV A nON AGREEMENT
("MILLS ACT CONTRACT")
State of California or the United States District Court for the Central District of California,
Riverside Division, and the parties hereby waive all provisions of law providing for a change of
venue in such proceedings.
IN WITNESS WHEREOF, City and Owner have executed this Agreement on the day
and year first above written.
Dated:
CITY OF SAN BERNARDINO
By:
ATTESTED TO:
By:
Dated:
Owner
Owner
Approved as to form:
JAMES F. PENMAN
City Attorney
By:
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Attachnent A
EXHIBIT "ONE"
All that portion of Lot 3, Block 8, Arrowhead Junction Tract, in the City of San Bernardino,
as per plat recorded in Book 12 of Maps, Page 11, records of said County, described as
follows:
Beginning at a point on the North li'1e of said lot 3 North 890 50' East 329.03 feet from
the Northwest corner of said Lot 3;
Thence North 890 50' East along the North line of said Lot 115 feet, to the Northeast
corner of the West 3 acres of said Lot 3;
Thence South 00 17' East 325.543 feet to the Southeast corner of the West 3 acres of
said Lot 3;
Thence along the South line of said Lot North 82010' West 95.95 feet;
Thence North 00 17' West 49.07 feet to the beginning of a curve concave to the
Southwest having a radius of 95 feet, the radial line at the point of commencement of said
curve bearing South 890 43' West;
Thence along said curve through an angle at 370 57' 46", a distance of 62.96 feet to a
point which is. South 00 17' East 204.66 feet from the point of beginning;
thence North 00 17' West 204.66 feet to the point of beginning.
Excepting therefrom that certain portion described as follows:
Beginning at the Southeast corner of said West 3 acres;
Thence North 820 02' 43" West along the South line of said West 3 acres, 95.95 feet to a
point in the Easterly line of a road easement as referred to in the Deed to Donald S.
Gillespie and Josephine Gillespie, husband and wife, as recorded July 10, 1936 in Book
1152, Page 14, Official Records;
Thence North 00 09' 00" West along said East line, 49.07 feet;
Thence curving to the left with a radius of 95.00 feet through a central angle of 210 18',
a distance of 35.32 feet to a point that is Southerly 229.85 feet from the North line of said
West 3 acres, said 229.85 feet being measured parallel said the East line of said West 3
acres;
Thence North 890 50' 00" East, parallel to the North line of said West 3 acres, 10148
feet to a point in the East line of said West 3 acres that is South 00 09' 00" East, 229.85
feet from the Northeast corner of said West 3 acres;
Thence South 0009' 00" East along said East line 96.92 feet to the point of beginning.
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Attachment "B"
o
Albert
590 E. Country Club Drive, San Bernardino 92404
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Attachment C
2008 Mills Act Program Ten-Year Rehabilitation Plan
City of San Bernardino
Year Proposed Project (s)* Estimated
Cost
Year 1 FI"v'~ . r'i '~I:' /r ~~ .,J.- ""-".',t +-1"", ~ ?
C:::-r ~ Lf Q...,J.. b :LJiY19~.,.,J I ?c,-'
Year 2 l.. ' - 8y..t~-;:" /'e", I-v'>.''''
I~c+ r2.f -~j .~ -
G 2'-<' ," '\f.-. Dc"'" ' . r~'->>-, i 1; ::;'c;
rerr,'" r Iter:"",....:!"
Year 3 l.(r,^",,:r1- trLz..("/'" y ~6-j',r
/ '60 0
Year 4 'Dr,' ,,~ "" 'f) re L",i..c Y-{;>-c..~l
/6u0
Year 5 /, I:Y"- j ~ c ~kL;; - , ,-~,,'U-t..ts
~.:>r(\ 1"- '- ;..""'- "';"l4ti-,,-.-: upc.i"",z::... lioo
Year 6 P--c- "''-' ~ ...e.-,~~ v-v -. '
r0j? I'" CL- 1,''\.0 p,]-c,,-~~ /'6 DC-'
Year 7 ':Jlc..!.vc.c J::""""" (,~""cJ!,.,.,v........r i5 DJ
re.- {..U_ r~ - C ....AI~ I
Year 8 \J'VL-~e--vv 'I r e UJn.1-,.;{ l"")
/60cJ
Year 9 VV~A--.{ r ~ I ~......,J ( ~)
I' 00
. ~
Year 10 vY~i~ \e.ri:--~ (i / i{ f) "'}
*See attached list of potential projects. Use additional sheets if necessary
Projects may be interior or exterior, but must utilize
all of your tax savinl!s.
Retain copies of all receipts and permits for submittal with the required
annual reports.
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RESOLUTION NO.
RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH BRIAN AND NICOLE BAIRD.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION I. The City Manager of the City of San Bernardino is hereby authorized
and directed to execute on behalf of said City, a Mills Act Preservation Agreement between
Brian and Nicole Baird, and the City of San Bernardino, which is attached hereto, marked
Exhibit '"A" and incorporated herein by reference as though fully set forth at length.
SECTION 2.
The authorization to execute the above-referenced agreement IS
rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
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RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH BRIAN AND NICOLE BAIRD.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a
meeting thereof, held on the
_ day of
, 2008, by the following vote, to wit:
AYES
NAYS
ABSTAIN ABSENT
Council Members:
ESTRADA
BAXTER
BRINKER
VACANT
KELLEY
JOHNSON
MCCAMMACK
City Clerk
The foregoing resolution is hereby approved this
day of
2008.
Patrick J. Morris, Mayor
City of San Bernardino
Approved as to form:
JAMES F. PENMAN
24 City Attorney
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Exhibit "A"
HISTORIC PROPERTY PRESERV AnON AGREEMENT
("MILLS ACT CONTRACT")
THIS AGREEMENT is made on this, , by and between the
City of San Bernardino, a municipal corporation ("City"), and Brian and Nicole Baird
("Owner").
RECITALS
I. California Government Code Section 50280, et. seq. allows cities the discretion to
enter into contracts with the owners of qualified historic properties, as that term is defined in
Government Code Section 50280.1, for the purpose of providing for the use, maintenance,
protection, and restoration of such historic property so as to retain its characteristics as property
of historic significance.
2. Owner holds fee title in and to that certain real property, together with associated
structures and improvements thereon, generally located at the street address 296 E. Marshall
Boulevard, San Bernardino, California ("Historic Property"). A legal description of the Historic
Property is attached hereto as Attachment "A" and incorporated herein by this reference.
3. By authorizing this agreement, the Common Council hereby designates the Historic
Property as a Qualified Historic Property as defined by Resolution 2005 - 363, Section 5.
4. City and Owner desire to enter into this Agreement for the purpose of protecting and
preserving the characteristics of historical significance of the Historic Property that help provide
the community with its own unique civic identity and character.
5. Owner, in consideration for abiding by the terms of this Agreement, shall be entitled
to qualify for a reassessment of valuation of the Historic Property, pursuant to the provisions of
chapter 3, Part, 2, of Division I of the California Revenue and Taxation Code, and any
corresponding adjustment in property taxes resulting therefrom.
TERM
NOW, THEREFORE, the City and Owner in consideration of mutual covenants and
conditions set forth herein, do hereby agree as follows:
I. Effective Date and Term of Agreement. This Agreement shall be effective and
commence on Monday, December 15, 2008 ("Effective Date") and shall remain in effect for a
minimum initial term of ten (10) years thereafter unless canceled by the City pursuant to Section
8 or 9 of this Agreement.
2. Renewal. Upon each anniversary date, beginning at the end of the initial ten year term
("Renewal Date"), an additional one (1) year shall automatically be added to the term of the
Agreement unless a notice of nonrenewal is delivered as provided in Section 3 of this
Agreement.
3. Nonrenewal. If either the Owner or City desires in any year not to renew this
Agreement, Owner or City shall serve a written notice of nonrenewal upon the other party in
advance of the Renewal Date ("Notice of Nonrenewal"). The Notice of Nonrenewal shall be
effective only if served by Owner upon City at least ninety (90) days prior to the Renewal Date,
or if served by City upon Owner, the Notice ofNonrenewal shall be effective only if served upon
Owner at least sixty (60) days prior to the Renewal Date. If either City or Owner serves a Notice
ofNonrenewal in any year, this Agreement shall remain in effect for the balance of the term then
remaining.
4. Owner Protest ofCitv Nonrenewal. Within fifteen (15) days of Owner's receipt of the
Notice of Nonrenewal from City, Owner may file with City a written protest of the Notice of
Nonrenewal. Upon receipt of the written protest, the Common Council shall set a hearing prior
to the expiration of the Renewal Date of this Agreement. Owner may furnish the Common
2
Council with any information which Owner deems relevant and shall furnish the Common
Council with any information it may require. The Common Council may, at any time prior to
the annual Renewal Date, withdraw its Notice of Nom enewa I.
5. Standards for Historical Propertv. During the term of this Agreement, the Historic
Property shall be subject to the following conditions, requirements, and restrictions:
A. Owner shall preserve and maintain the characteristics of the cultural and historical
significance of the Historic Property. Compliance or non-compliance with this section shall be
determined by the Director of Development Services or his/her designee. In addition, Owner
shall obtain any applicable permits necessary to protect, preserve, restore, and rehabilitate the
Historic Property so as to maintain its historical and cultural significance.
B. Owner, when necessary as determined by the City, shall restore and rehabilitate the Historic
Property to conform to the rules and regulations of the Office of Historic Preservation of the
California Department of Parks and Recreation, the United States Secretary of the Interior
Standards for Rehabilitation, and the State Historical Building Code. The condition of the
exterior of the Historic Property on the effective date of this Agreement is documented in
photographs attached as Attachment "B" and incorporated herein by this reference. The Owner
shall continually maintain the exterior of the Historic Property in the same or better condition as
documented in Attachment "B".
C. Owner shall carry out specific restoration, repair, maintenance, and/or rehabilitation projects
on the Historic Property, as outlined in the attached Attachment "C", which is incorporated
herein by this reference. All such projects shall be undertaken and completed in keeping with
the historic nature of the property. Projects may be interior or exterior, but must utilize all
property tax savings.
D. Owner shall not be permitted to block the view corridor with any new structure, such as
walls, fences or shrubbery, so as to prevent the viewing of the Historic Property.
3
6. Periodic Examinations. Upon reasonable advance notice, Owner shall allow
reasonable periodic examinations of the interior and exterior of the Historic Property by
representatives of the County Assessor, the State Department of Parks and Recreation, the State
Board of Equalization and/or City, as may be necessary to determine Owner's compliance with
the terms and provisions of this Agreement.
7. Provision of Information of Compliance; Yearly Administrative Fee. Owner hereby
agrees to furnish City with any and all information requested by City, which City deems
necessary or advisable to determine eligibility of the Historic Property and compliance with the
terms and provisions of this Agreement. Requested information may include, but not be limited
to, required annual reports, as well as receipts documenting property maintenance and/or
improvement expenditures that equal or exceed annual estimated property tax savings. Owner
shall also pay City a yearly administrative fee of seventy-five dollars ($75.00).
8. Breach of Agreement: Remedies.
A. Notice of Breach; Opportunity to Cure. If Owner breaches any provision of this Agreement,
City may give written notice to Owner by. registered or certified mail detailing Owner's
violations. If such violation is not corrected to the reasonable satisfaction of City within thirty
(30) days after the date of notice of violation, or within such a reasonable time as may be
required to cure the violation (provided the acts to cure the violation are commenced within
thirty (30) days and thereafter diligently pursued to completion), the City may, without further
notice, declare Owner to be in breach of this Agreement. Upon City's declaration of Owner's
breach, City may pursue any remedy available under local, state, or federal law, including those
specifically provided for in this section.
B. Remedy - Cancellation. City may cancel this Agreement if City determines, following a
duly noticed public hearing in accordance with Government Code section 50285, that Owner
breached any of the conditions of the Agreement, Owner allowed the Historic Property to
4
deteriorate to the point that it no longer meets the standards for a qualified historic property, or
Owner failed to restore or rehabilitate the Historic Property in accordance with the terms of this
Agreement. If this Agreement is cancelled, under this paragraph, Owner shall pay a cancellation
fee to the Office of the Auditor for the County of San Bernardino as required by Government
Code section 50286.
C. Alternative Remedies. As an alternative to cancellation of this Agreement for Owner's
breach of any condition, City may bring an action in court necessary to enforce this Agreement
including, but not limited to, an action to enforce this Agreement by specific performance,
injunction, or receivership.
9. Destruction of Property; Eminent Domain; Cancellation. 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 percent (60%) of the original fabric of the structure must
replaced, this Agreement shall be cancelled because the historic value of the structure will have
been destroyed. If the Historic Property is acquired in whole or in part by eminent domain or
other acquisition by any entity authorized to exercise the power of eminent domain, and the
acquisition is determined by the Mayor and Common Council to frustrate the purpose of this
Agreement, this Agreement shall be cancelled. No cancellation fee pursuant to Government
Code Section 50286 shall be imposed if the Agreement is cancelled pursuant to this Section.
10. Waiver. City does not waive any claim of default by 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 the City to pursue in the event that there is a breach of this Agreement. No 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.
5
11. Binding. Effect of Agreement. Owner hereby subjects the Historic Property to the
covenants, conditions, and restrictions set forth in this Agreement. City and Owner hereby
declare their specific intent that the covenants, conditions, and restrictions set forth herein shall
be deemed covenants running with the land and shall inure to and be binding upon Owner's
successors and assigns in title or interest to the Historic Property. Each and 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 covenants, reservations and restrictions set forth herein.
12. Covenants Run with the Land. City and Owner hereby declare their understanding
and intent that the burden of the covenants, reservations and restrictions set forth herein touch
and concern the land in that they restrict development of the Historic Property. City and Owner
hereby further declare their understanding and intent that the benefit of such covenants,
reservations and restrictions touch and concern the land by enhancing and maintaining the
cultural and historical characteristics and significance of the Historic Property for the benefit of
the public and the Owner.
13. Notice. Any notice required to be given by the terms of this Agreement shall be
provided at the address of the respective parties as specified below or at any other address as
may be later specified by the parties hereto:
City:
City of San Bernardino
City Manager's Office
300 North D Street
San Bernardino, CA 92418-000 I
Owner:
Brian and Nicole Baird
296 E. Marshall Blvd.
San Bernardino, CA 92404
6
14. Effect of Agreement. 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 the parties to be
considered joint venturers or members of any joint enterprise.
15. Indemnity of City. Owner shall defend, indemnify, and hold harmless City and its
elected officials, officers, agents and employees from any actual or alleged claims, demands
causes of action, liability, loss, damage, or injury to property or persons, including wrongful
death, whether imposed by a court of law or by administrative action of any federal, state or local
governmental agency, arising out of or incident to (i) the direct or indirect use, operation, or
maintenance of the Historic Property by Owner or any contractor, subcontractor, employee,
agent, lessee, licensee, invitee, or any other person; (ii) Owner's activities in connection with the
Historic Property, or from the enforcement of this Agreement. This indemnification includes,
without limitation, the payment of all penalties, fines, judgments, awards, decrees, attorneys'
fees and related costs or expenses, and the reimbursement of City, its elected officials,
employees, and/or agents for all attorney's fees, legal expenses and costs incurred by each of
them. The costs, salaries and expenses of the City Attorney and members of his/her office in
enforcing this Agreement on behalf of the City shall be considered as "attorneys' fees" for the
purposes of this paragraph. Owner's obligation to indemnify shall survive the termination,
cancellation, or expiration of this Agreement and shall not be restricted to insurance proceeds, if
any received by City, its elected officials, employees, or agents.
16. Binding Upon Successors. All of the agreements, rights, obligations, covenants,
reservations, 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 or in
any manner whatsoever.
7
17. Legal Costs. In the event legal proceedings are brought by any party or parties to
enforce or restrain a violation of any of the covenants, conditions 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 attorneys' fees to be fixed by the court, in addition to
court costs and other relief ordered by the court. The costs, salaries and expenses of the City
Attorney and members of his/her office in enforcing this Agreement on behalf of the City shall
be considered as "attorneys' fees" for the purposes of this paragraph.
18. Severability. 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.
19. Recordation. No later than twenty (20) days after the Effective Date, City shall
cause this Agreement to be recorded in the office of the County Recorder of the County of San
Bernardino. Owner shall provide written notice of the contract to the State Office of Historic
Preservation within six (6) months of entering into the contract.
20. Amendments. This Agreement may be amended, in whole or in part, only by written
recorded instrument executed by the parties hereto.
21. Governing Law and Venue. This Agreement shall be construed and governed in
accordance with the laws of the State of California. Any action at law or in equity brought by
either of the parties hereto for the purpose of enforcing a right or rights provided for by this
Agreement shall be tried in a court of competent jurisdiction in the County of San Bernardino
III
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8
HISTORIC PROPERTY PRESERVATION AGREEMENT
("MILLS ACT CONTRACT")
State of California or the United States District Court for the Central District of California,
Riverside Division, and the parties hereby waive all provisions of law providing for a change of
venue in such proceedings.
IN WITNESS WHEREOF, City and Owner have executed this Agreement on the day
and year first above written.
Dated:
CITY OF SAN BERNARDINO
By:
ATTESTED TO:
By:
Dated:
Owner
Owner
Approved as to form:
JAMES F. PENMAN
City Attorney
By:
9
-,\
;? //' .//
Attachment A
EXHIBIT "A"
LEGAL DESCRIPTION
ORDER NO.: 119iJ59
BSCROW NO.:
The land referred to herein is simnted in the State of CaJifornia C(wnty or San Bernardino. City of San
Bernardino, and described as follows:
The EaSI 69.42 feet of Lot 18, Block 3 of Tract No. 1703, Garden Estates as shown in Map Book 25.
Page 9 and 10. in the utfice of the County Recorder ot said County.
Apn: 0153-093-55-0-000
"luN."'b<"II9Ul'JE.a"I..^~lD<:o<"l"ir,""WO..
Pnge I of 1
Attachment "B"
o
Baird
296 E. Marshall Blvd, San Bernardino CA 92404
o
Attachment C
.',
Mills Act Program Ten- Year Rehabilitation Plan
City of San Bernardino
Year Proposed Project (s)" Estimated
Cost
. Year 1 CD (Lep....'r f,..,......lr Si.M.. "-""'. r-<.c<r Sp~'"iti~(" ?i"'e~ III ? vJ. 00
<bLM.1o.~"j t^"pr'J.Jt~~ to .frv.....J. I S~4 ;, (e..,.r r'),I'i~ 11 './<oJ '-'0
Year 2 ~~ '>",.Id i P~H+- ",,, \""s~H 1uu..r,:> f....r- A" Si.vl.... 117.,000 00
\,.~"" :.....J."tk-"'5
Year 3 _ v....... i. ~ .f\.oo;'" t.rJl\\.l5- a,b ftod'~ oN ("'''<' :It "3 ~"6.oD
,..r..?"">\
Year 4 C\tU\.I'-, re.f.....;;- o."'c p",,,,+ . \ ""'-.;
~,,~r-:,,'" Y\.o;.rf.. ~ 5," ex;. 00
<i.:t,,~W &-""~".
Year 5 -;;",_ -rN.t.-~ ~"""'A&\-..c rtLJ,:.>.r "-{.:t.r6s. jUboo.oo
,f-,.,t'I....
Year 6 N'v...J l'-,~ , lav~r'l "'''~\::>''''' .fluvit "J\ 'ncls<b<;,M,rJ-; 31 \;:'00,)0
Year 7 o pare'" \,~"'~ .fQr C"";N-0-0ry jl..o,:,,,,, " z...~o.uo
CD oJ,,,,, +lc:ou[l,",",\ 4- rc..~!"'\~ ("- CO.y)'C...."".ns,<.,..f2.czJ..fV'\, :if I,IS-O,o,:::,
. Year 8 N~"" p~,io. "wr.:;f'~''''~ .f:cl'\t ~ "5\4 G-",~< i 1,,,"00.00
Year 9 l1) '5w~p O\I.{V\.(....'v '100.00
~"'I'r WV\~"'<..,oJ~ -tor ~f.:\p. a.1'\J.. Mse ~e-\u~~ ~ (,'LOo 00
Year 10 (2..E:.....J,r.(. G-..r,... -i-o c~ ~^~ ,,-eo f"-':'"' I~J".{...- ft l;roO 00
Use additional sheets if necessary
Projects may be interior or exterior, but must utilize
all ofvour tax savines.
Retain copies of all receipts and permits for submittal with the required
annual reports.
~ :It/-/.)
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RESOLUTION NO.
RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH RONALD AND ADELE CORSENTINO.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The City Manager of the City of San Bernardino is hereby authorized
and directed to execute on behalf of said City, a Mills Act Preservation Agreement between
Ronald and Adele Corsentino, and the City of San Bernardino, which is attached hereto.
marked Exhibit "A" and incorporated herein by reference as though fully set forth at length.
SECTION 2.
The authorization to execute the above-referenced agreement IS
rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
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1 RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH RONALD AND ADELE CORSENTINO.
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I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a
meeting thereof, held on the
day of
6 Council Members:
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ESTRADA
BAXTER
BRINKER
VACANT
KELLEY
JOHNSON
MCCAMMACK
, 2008, by the following vote, to wit:
AYES
NAYS
ABSTAIN ABSENT
City Clerk
2008.
The foregoing resolution is hereby approved this
Approved as to form:
JAMES F. PENMAN
City Attorney
day of
Patrick J. Morris, Mayor
City of San Bernardino
.~
Exhibit "A"
HISTORIC PROPERTY PRESERV A nON AGREEMENT
("MILLS ACT CONTRACT")
THIS AGREEMENT is made on this, , by and between the
City of San Bernardino, a municipal corporation ("City"), and Ronald and Adele Corsentino
("Owner").
RECITALS
I. California Government Code Section 50280, et. seq. allows cities the discretion to
enter into contracts with the owners of qualified historic properties, as that term is defined in
Government Code Section 50280.1, for the purpose of providing for the use, maintenance,
protection, and restoration of such historic property so as to retain its characteristics as property
of historic significance.
2. Owner holds fee title in and to that certain real property, together with associated
structures and improvements thereon, generally located at the street address 3435 Circle Road,
San Bernardino, California ("Historic Property"). A legal description of the Historic Property is
attached hereto as Attachment "A" and incorporated herein by this reference.
3. By authorizing this agreement, the Common Council hereby designates the Historic
Property as a Qualified Historic Property as defined by Resolution 2005 - 363, Section 5.
4. City and Owner desire to enter into this Agreement for the purpose of protecting and
preserving the characteristics of historical significance of the Historic Property that help provide
the community with its own unique civic identity and character.
5. Owner, in consideration for abiding by the terms of this Agreement, shall be entitled
to qualify for a reassessment of valuation of the Historic Property, pursuant to the provisions of
chapter 3, Part, 2, of Division I of the California Revenue and Taxation Code, and any
corresponding adjustment in property taxes resulting therefrom.
TERM
NOW, THEREFORE, the City and Owner in consideration of mutual covenants and
conditions set forth herein, do hereby agree as follows:
I. Effective Date and Term of Agreement. This Agreement shall be effective and
commence on Monday, December 15, 2008 ("Effective Date") and shall remain in effect for a
minimum initial term of ten (10) years thereafter unless canceled by the City pursuant to Section
8 or 9 of this Agreement.
2. Renewal. Upon each anniversary date, beginning at the end of the initial ten year term
("Renewal Date"), an additional one (I) year shall automatically be added to the term of the
Agreement unless a notice of nonrenewal is delivered as provided in Section 3 of this
Agreement.
3. Nonrenewal. If either the Owner or City desires in any year not to renew this
Agreement, Owner or City shall serve a written notice of nonrenewal upon the other party in
advance of the Renewal Date ("Notice of Nonrenewal"). The Notice of Nonrenewal shall be
effective only if served by Owner upon City at least ninety (90) days prior to the Renewal Date,
or if served by City upon Owner, the Notice ofNonrenewal shall be effective only if served upon
Owner at least sixty (60) days prior to the Renewal Date. If either City or Owner serves a Notice
of Nonrenewal in any year, this Agreement shall remain in effect for the balance of the term then
remammg.
4. Owner Protest of Citv Nonrenewal. Within fifteen (15) days of Owner's receipt of the
Notice of Nonrenewal from City, Owner may file with City a written protest of the Notice of
Nonrenewal. Upon receipt of the written protest, the Common Council shall set a hearing prior
to the expiration of the Renewal Date of this Agreement. Owner may furnish the Common
2
Council with any information which Owner deems relevant and shall furnish the Common
Council with any information it may require. The Common Council may, at any time prior to
the annual Renewal Date, withdraw its Notice ofNonrenewal.
5. Standards for Historical Propertv. During the term of this Agreement, the Historic
Property shall be subject to the following conditions, requirements, and restrictions:
A. Owner shall preserve and maintain the characteristics of the cultural and historical
significance of the Historic Property. Compliance or non-compliance with this section shall be
determined by the Director of Development Services or his/her designee. In addition, Owner
shall obtain any applicable permits necessary to protect, preserve, restore, and rehabilitate the
Historic Property so as to maintain its historical and cultural significance.
B. Owner, when necessary as determined by the City, shall restore and rehabilitate the Historic
Property to conform to the rules and regulations of the Office of Historic Preservation of the
California Department of Parks and Recreation, the United States Secretary of the Interior
Standards for Rehabilitation, and the State Historical Building Code. The condition of the
exterior of the Historic Property on the effective date of this Agreement is documented in
photographs attached as Attachment "B" and incorporated herein by this reference. The Owner
shall continually maintain the exterior of the Historic Property in the same or better condition as
documented in Attachment "B".
C. Owner shall carry out specific restoration, repair, maintenance, and/or rehabilitation projects
on the Historic Property, as outlined in the attached Attachment "C", which is incorporated
herein by this reference. All such projects shall be undertaken and completed in keeping with
the historic nature of the property. Projects may be interior or exterior, but must utilize all
property tax savings.
D. Owner shall not be permitted to block the view corridor with any new structure, such as
walls, fences or shrubbery, so as to prevent the viewing of the Historic Property.
3
6. Periodic Examinations. Upon reasonable advance notice, Owner shall allow
reasonable periodic examinations of the interior and exterior of the Historic Property by
representatives of the County Assessor, the State Department of Parks and Recreation, the State
Board of Equalization and/or City, as may be necessary to determine Owner's compliance with
the terms and provisions of this Agreement.
7. Provision of Information of Compliance; Yearlv Administrative Fee. Owner hereby
agrees to furnish City with any and all information requested by City, which City deems
necessary or advisable to determine eligibility of the Historic Property and compliance with the
terms and provisions of this Agreement. Requested information may include, but not be limited
to, required annual reports, as well as receipts documenting property maintenance and/or
improvement expenditures that equal or exceed annual estimated property tax savings. Owner
shall also pay City a yearly administrative fee of seventy-five dollars ($75.00).
8. Breach of Agreement: Remedies.
A. Notice of Breach; Opportunity to Cure. If Owner breaches any provision of this Agreement,
City may give written notice to Owner by registered or certified mail detailing Owner's
violations. If such violation is not corrected to the reasonable satisfaction of City within thirty
(30) days after the date of notice of violation, or within such a reasonable time as may be
required to cure the violation (provided the acts to cure the violation are commenced within
thirty (30) days and thereafter diligently pursued to completion), the City may, without further
notice, declare Owner to be in breach of this Agreement. Upon City's declaration of Owner's
breach, City may pursue any remedy available under local, state, or federal law, including those
specifically provided for in this section.
B. Remedy - Cancellation. City may cancel this Agreement if City determines, following a
duly noticed public hearing in accordance with Government Code section 50285, that Owner
breached any of the conditions of the Agreement, Owner allowed the Historic Property to
4
deteriorate to the point that it no longer meets the standards for a qualified historic property, or
Owner failed to restore or rehabilitate the Historic Property in accordance with the terms of this
Agreement. If this Agreement is cancelled, under this paragraph, Owner shall pay a cancellation
fee to the Office of the Auditor for the County of San Bernardino as required by Government
Code section 50286.
C. Alternative Remedies. As an alternative to cancellation of this Agreement for Owner's
breach of any condition, City may bring an action in court necessary to enforce this Agreement
including, but not limited to, an action to enforce this Agreement by specific performance,
injunction, or receivership.
9. Destruction of Propertv; Eminent Domain; Cancellation. 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 percent (60%) of the original fabric of the structure must
replaced, this Agreement shall be cancelled because the historic value of the structure will have
been destroyed. If the Historic Property is acquired in whole or in part by eminent domain or
other acquisition by any entity authorized to exercise the power of eminent domain, and the
acquisition is determined by the Mayor and Common Council to frustrate the purpose of this
Agreement, this Agreement shall be cancelled. No cancellation fee pursuant to Government
Code Section 50286 shall be imposed if the Agreement is cancelled pursuant to this Section.
10. Waiver. City does not waive any claim of default by 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 the City to pursue in the event that there is a breach of this Agreement. No 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.
5
II. Binding, Effect of Agreement. Owner hereby subjects the Historic Property to the
covenants, conditions, and restrictions set forth in this Agreement. City and Owner hereby
declare their specific intent that the covenants, conditions, and restrictions set forth herein shall
be deemed covenants running with the land and shall inure to and be binding upon Owner's
successors and assigns in title or interest to the Historic Property. Each and 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 covenants, reservations and restrictions set forth herein.
12. Covenants Run with the Land. City and Owner hereby declare their understanding
and intent that the burden of the covenants, reservations and restrictions set forth herein touch
and concern the land in that they restrict development of the Historic Property. City and Owner
hereby further declare their understanding and intent that the benefit of such covenants,
reservations and restrictions touch and concern the land by enhancing and maintaining the
cultural and historical characteristics and significance of the Historic Property for the benefit of
the public and the Owner.
13. Notice. Any notice required to be given by the terms of this Agreement shall be
provided at the address of the respective parties as specified below or at any other address as
may be later specified by the parties hereto:
City:
City of San Bernardino
City Manager's Office
300 North D Street
San Bernardino, CA 92418-000 I
Owner:
Ronald and Adele Corsentino
3435 Circle Road
San Bernardino, CA 92405
14. Effect of Agreement. 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,
6
successors or assigns; nor shall such terms, provisions or conditions cause the parties to be
considered joint venturers or members of any joint enterprise.
15. Indemnitv of Citv. Owner shall defend, indemnify, and hold harmless City and its
elected officials, officers, agents and employees from any actual or alleged claims, demands
causes of action, liability, loss, damage, or injury to property or persons, including wrongful
death, whether imposed by a court of law or by administrative action of any federal, state or local
governmental agency, arising out of or incident to (i) the direct or indirect use, operation, or
maintenance of the Historic Property by Owner or any contractor, subcontractor, employee,
agent, lessee, licensee, invitee, or any other person; (ii) Owner's activities in connection with the
Historic Property, or from the enforcement of this Agreement. This indemnification includes,
without limitation, the payment of all penalties, fines, judgments, awards, decrees, attorneys'
fees and related costs or expenses, and the reimbursement of City, its elected officials,
employees, and/or agents for all attorney's fees, legal expenses and costs incurred by each of
them. The costs, salaries and expenses of the City Attorney and members of his /her office in
enforcing this Agreement on behalf of the City shall be considered as "attorneys' fees" for the
purposes of this paragraph. Owner's obligation to indemnify shall survive the termination,
cancellation, or expiration of this Agreement and shall not be restricted to insurance proceeds, if
any received by City, its elected officials, employees, or agents.
16. Binding Upon Successors. All of the agreements, rights, obligations, covenants,
reservations, 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 oflaw or in
any manner whatsoever.
17. Legal Costs. In the event legal proceedings are brought by any party or parties to
enforce or restrain a violation of any of the covenants, conditions or restrictions contained herein,
7
or to determine the rights and duties of any party hereunder, the prevailing party in such
proceeding may recover all reasonable attorneys' fees to be fixed by the court, in addition to
court costs and other relief ordered by the court. The costs, salaries and expenses of the City
Attorney and members of hislher office in enforcing this Agreement on behalf of the City shall
be considered as "attorneys' fees" for the purposes of this paragraph.
18. Severabilitv. In the event that any ofthe 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.
19. Recordation. No later than twenty (20) days after the Effective Date, City shall
cause this Agreement to be recorded in the office of the County Recorder of the County of San
Bernardino. Owner shall provide written notice of the contract to the State Office of Historic
Preservation within six (6) months of entering into the contract.
20. Amendments. This Agreement may be amended, in whole or in part, only by written
recorded instrument executed by the parties hereto.
21. Governing Law and Venue. This Agreement shall be construed and governed in
accordance with the laws of the State of California. Any action at law or in equity brought by
either of the parties hereto for the purpose of enforcing a right or rights provided for by this
Agreement shall be tried in a court of competent jurisdiction in the County of San Bernardino
III
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8
HISTORIC PROPERTY PRESERVATION AGREEMENT
("MILLS ACT CONTRACT")
State of California or the United States District Court for the Central District of California,
Riverside Division, and the parties hereby waive all provisions of law providing for a change of
venue in such proceedings.
IN WITNESS WHEREOF, City and Owner have executed this Agreement on the day
and year first above written.
Dated:
CITY OF SAN BERNARDINO
By:
ATTESTED TO:
By:
Dated:
Owner
Owner
Approved as to form:
JAMES F. PENMAN
City Attorney
By:
9
Attachment A
EXHIBIT "A"
THAT PORTION OF THE SOUTHEAST ONE-QUARTER OF SECTION 21, TOWNSHIP 1 NORTH,
RANGE 4 WEST, SAN BERNARDINO BASE AND MERIDIAN, IN THE CITY OF SAN BERNARDINO,
COUNTY OF SAN BERNARDINO, AS THE LINES OF THE GOVERNMENT SURVEY MAY BE
EXTENDED ACROSS THE RANCHO MUSCUPIABE, AS PER PLAT THEREOF RECORDED IN BOOK 7
OF MAPS, PAGE 23, RECORDS OF SAID COUNTY, DESCRIBED AS FOLLOWS:
COMMENCING AT THE POINT OF INTERSECTION OF THE CENTER LINE OF VISTA DRIVE AND
HILLHURST DRIVE, AS SHOWN ON THAT CERTAIN RECORD OF SURVEYS RECORDED AUGUST
23, 1943, IN BOOK 4 OF RECORDS OF SURVEYS, PAGE 60, RECORDS OF SAN BERNARDINO
COUNTY; THENCE NORTH 820 37' EAST, 31.68 FEET TO A POINT IN THE SOUTHEASTERLY
LINE OF SAID HILLHURST DRIVE FOR THE TRUE POINT OF BEGINNING; THENCE ALONG
SAID SOUTHERN LINE NORTH 430 29' EAST, 204.09 FEET TO AN ANGLE POINT IN SAID
SOUTHEASTERLY LINE; THENCE NORTH 29.05 FEET; THENCE NORTH 700 40' EAST, 226.14
TO THE WESTERLY LINE OF THE ARROWHEAD TRACT, AS PER PLAT THEREOF RECORDED IN
BOOK 11 OF MAPS, PAGE 37, RECORDS OF SAID COUNTY, THENCE SOUTH 00 3' WEST,
275.25 FEET ALONG SAID WESTERLY LINE TO THE SOUTHEAST CORNER OF THE PROPERTY
OF EMMETT J. CULLIGAN AND WIFE AS DESCRIBED IN THE DEED RECORDED NOVEMBER 12,
1948, AS INSTRUMENT NO. 95 IN BOOK 2319 OF OFFICIAL RECORDS, PAGE 509; THENCE
ALONG THE SOUTHERLY BOUNDARY OF SAID CULLIGAN PROPERTY NORTH 820 59' WEST,
24.35 FEET TO AN ANGLE POINT THEREIN; THENCE SOUTH 820 56' 30" WEST, 26.27
FEET TO A GATE POST; THENCE SOUTH 780 32' WEST, 74.29 FEET; THENCE SOUTH 640
58' WEST, 23.92 FEET; THENCE SOUTH 700 55' WEST, 21.35 FEET; THENCE SOUTH
78058' WEST, 41.35 FEET; THENCE SOUTH 840 54' WEST, 39.88 FEET; THENCE NORTH
81" 18' 30" WEST, 39.61 FEET; THENCE NORTH 570 53 WEST, 41.51 FEET TO A CROSS
MARKED ON A ROCK WALL; THENCE NORTH 340 54' WEST, 47.45 FEET TO AN ANGLE,
INT IN SAID SOUTHERLY BOUNDARY; THENCE SOUTH 820 37' WEST, 8.32 FEET TO THE
.cUE POINT OF BEGINNING.
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Attachment "B"
o
Corsentino
3435 Circle Road, San Bernardino, CA
. ,\
.11-;,
~.
f'.'
o
Attachment C
Mills Act Program Ten-Year Rehabilitation Plan
City of San Bernardino
Year Proposed Project (s)* Estimated
Cost
Year I
n i.J.J A- ~ c; -, bO (;,
I-""i'-' ,- t:)l.T
Year 2 '\)" /_ 9DD
,k.1 \ fc)(T 0.<\ v c- \.,U2,l cc,
Year 3
PA-,,...->-,;- E:x \1"~ \ '^^' 3L-_cJ[)
Year 4 (7c{l~- L '\ y,p
Ac "'7~, _
"-, -.G -4.....L- ~ --- ::;<L'('(I
Year 5 ~/f::"
-L L{('0T.I\ \ ~ '., 't" , L' -":':100
J~lJ(}JI ~
Year 6 D tL\ V::c 1~lt
V' '32(' 0
V I"--L..L
Year 7 0' LcJcL
, t C::>--\~'\ Tk.1T \L- '-010C
,\
Year 8 --, lIVt~l-
\VA\~T -Lt--'-T -, i) ---,
.?___t----'t ~) )-00
Year 9 1~ {, L .A<---.f' ~ +c Vct'''--, (---D l..\.J---'Tl"'
] '3 100
Year 10 i2... c:- fA- \ {.2_ \--+~-D ~,--i c () D -z:>.- C
LI \J I U t,. ~c,u'" () .:...-0 j
Use additional sheets if necessary
Projects may be interior or exterior, but must utilize
all ofvour tax savine:s.
Retain copies of all receipts and permits for submittal with the required
annual reports.
/ic ",
/, .
I ,,,---,
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RESOLUTION NO.
RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH KATHRYN GAIL MUMMERY.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The City Manager of the City of San Bernardino is hereby authorized
and directed to execute on behalf of said City, a Mills Act Preservation Agreement between
Kathryn Gail Mummery and the City of San Bernardino, which is attached hereto, marked
Exhibit ""A" and incorporated herein by reference as though fully set forth at length.
SECTION 2.
The authorization to execute the above-referenced agreement IS
rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
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1 RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH KATHRYN GAIL MUMMERY.
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I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a
meeting thereof, held on the
_ day of
, 2008, by the following vote, to wit:
Council Members:
AYES
NAYS
ABSTAIN ABSENT
ESTRADA
BAXTER
BRINKER
VACANT
KELLEY
JOHNSON
MCCAMMACK
City Clerk
The foregoing resolution is hereby approved this
day of
2008.
Patrick J. Morris, Mayor
City of San Bernardino
Approved as to form:
JAMES F. PENMAN
City Attorney
Exhibit "A"
HISTORIC PROPERTY PRESERV A nON AGREEMENT
("MILLS ACT CONTRACT")
THIS AGREEMENT is made on this, , by and between the
City of San Bernardino, a municipal corporation ("City"), and Kathryn Gail Mummery
("Owner").
RECITALS
1. California Government Code Section 50280, et. seq. allows cities the discretion to
enter into contracts with the owners of qualified historic properties, as that term is defined in
Government Code Section 50280.1, for the purpose of providing for the use, maintenance,
protection, and restoration of such historic property so as to retain its characteristics as property
of historic significance.
2. Owner holds fee title in and to that certain real property, together with associated
structures and improvements thereon, generally located at the street address 420 W. 25th Street,
San Bernardino, California ("Historic Property"). A legal description of the Historic Property is
attached hereto as Attachment "A" and incorporated herein by this reference.
3. By authorizing this agreement, the Common Council hereby designates the Historic
Property as a Qualified Historic Property as defined by Resolution 2005 - 363, Section 5.
4. City and Owner desire to enter into this Agreement for the purpose of protecting and
preserving the characteristics of historical significance of the Historic Property that help provide
the community with its own unique civic identity and character.
5. Owner, in consideration for abiding by the terms of this Agreement, shall be entitled
to qualify for a reassessment of valuation of the Historic Property, pursuant to the provisions of
chapter 3, Part, 2, of Division I of the California Revenue and Taxation Code, and any
corresponding adjustment in property taxes resulting therefrom.
TERM
NOW, THEREFORE, the City and Owner in consideration of mutual covenants and
conditions set forth herein, do hereby agree as follows:
I. Effective Date and Term of Agreement. This Agreement shall be effective and
commence on Monday, December 15, 2008 ("Effective Date") and shall remain in effect for a
minimum initial term of ten (10) years thereafter unless canceled by the City pursuant to Section
8 or 9 of this Agreement.
2. Renewal. Upon each anniversary date, beginning at the end of the initial ten year term
("Renewal Date"), an additional one (I) year shall automatically be added to the term of the
Agreement unless a notice of nonrenewal is delivered as provided in Section 3 of this
Agreement.
3. Nonrenewal. If either the Owner or City desires in any year not to renew this
Agreement, Owner or City shall serve a written notice of nonrenewal upon the other party in
advance of the Renewal Date ("Notice of Nonrenewal"). The Notice of Nonrenewal shall be
effective only if served by Owner upon City at least ninety (90) days prior to the Renewal Date,
or if served by City upon Owner, the Notice ofNonrenewal shall be effective only if served upon
Owner at least sixty (60) days prior to the Renewal Date. If either City or Owner serves a Notice
ofNonrenewal in any year, this Agreement shall remain ineffect for the balance ofthe term then
remammg.
4. Owner Protest ofCitv Nonrenewal. Within fifteen (15) days of Owner's receipt of the
Notice of Nonrenewal from City, Owner may file with City a written protest of the Notice of
Nonrenewal. Upon receipt of the written protest, the Common Council shall set a hearing prior
to the expiration of the Renewal Date of this Agreement. Owner may furnish the Common
2
Council with any information which Owner deems relevant and shall furnish the Common
Council with any information it may require. The Common Council may, at any time prior to
the annual Renewal Date, withdraw its Notice of Nonrenewal.
5. Standards for Historical Propertv. During the term of this Agreement, the Historic
Property shall be subject to the following conditions, requirements, and restrictions:
A. Owner shall preserve and maintain the characteristics of the cultural and historical
significance of the Historic Property. Compliance or non-compliance with this section shall be
determined by the Director of Development Services or his/her designee. In addition, Owner
shall obtain any applicable permits necessary to protect, preserve, restore, and rehabilitate the
Historic Property so as to maintain its historical and cultural significance.
B. Owner, when necessary as determined by the City, shall restore and rehabilitate the Historic
Property to conform to the rules and regulations of the Office of Historic Preservation of the
California Department of Parks and Recreation, the United States Secretary of the Interior
Standards for Rehabilitation, and the State Historical Building Code. The condition of the
exterior of the Historic Property on the effective date of this Agreement is documented in
photographs attached as Attachment "B" and incorporated herein by this reference. The Owner
shall continually maintain the exterior of the Historic Property in the same or better condition as
documented in Attachment "B".
C. Owner shall carry out specific restoration, repair, maintenance, and/or rehabilitation projects
on the Historic Property, as outlined in the attached Attachment "C", which is incorporated
herein by this reference. All such projects shall be undertaken and completed in keeping with
the historic nature of the property. Projects may be interior or exterior, but must utilize all
property tax savings.
D. Owner shall not be permitted to block the view corridor with any new structure, such as
walls, fences or shrubbery, so as to prevent the viewing of the Historic Property.
3
6. Periodic Examinations. Upon reasonable advance notice, Owner shall allow
reasonable periodic examinations of the interior and exterior of the Historic Property by
representatives of the County Assessor, the State Department of Parks and Recreation, the State
Board of Equalization and/or City, as may be necessary to determine Owner's compliance with
the terms and provisions of this Agreement.
7. Provision of Information of Compliance; Yearly Administrative Fee. Owner hereby
agrees to furnish City with any and all information requested by City, which City deems
necessary or advisable to determine eligibility of the Historic Property and compliance with the
terms and provisions of this Agreement. Requested information may include, but not be limited
to, required annual reports, as well as receipts documenting property maintenance and/or
improvement expenditures that equal or exceed annual estimated property tax savings. Owner
shall also pay City a yearly administrative fee of seventy-five dollars ($75.00).
8. Breach of Agreement: Remedies.
A. Notice of Breach; Opportunity to Cure. If Owner breaches any provision of this Agreement,
City may give written notice to Owner by registered or certified mail detailing Owner's
violations. If such violation is not corrected to the reasonable satisfaction of City within thirty
(30) days after the date of notice of violation, or within such a reasonable time as may be
required to cure the violation (provided the acts to cure the violation are commenced within
thirty (30) days and thereafter diligently pursued to completion), the City may, without further
notice, declare Owner to be in breach of this Agreement. Upon City's declaration of Owner's
breach, City may pursue any remedy available under local, state, or federal law, including those
specifically provided for in this section.
B. Remedy - Cancellation. City may cancel this Agreement if City determines, following a
duly noticed public hearing in accordance with Government Code section 50285, that Owner
breached any of the conditions of the Agreement, Owner allowed the Historic Property to
4
deteriorate to the point that it no longer meets the standards for a qualified historic property, or
Owner failed to restore or rehabilitate the Historic Property in accordance with the terms of this
Agreement. If this Agreement is cancelled, under this paragraph, Owner shall pay a cancellation
fee to the Office of the Auditor for the County of San Bernardino as required by Government
Code section 50286.
C. Alternative Remedies. As an alternative to cancellation of this Agreement for Owner's
breach of any condition, City may bring an action in court necessary to enforce this Agreement
including, but not limited to, an action to enforce this Agreement by specific performance,
injunction, or receivership.
9. Destruction of Propertv; Eminent Domain; Cancellation. 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 percent (60%) of the original fabric of the structure must
replaced, this Agreement shall be cancelled because the historic value of the structure will have
been destroyed. If the Historic Property is acquired in whole or in part by eminent domain or
other acquisition by any entity authorized to exercise the power of eminent domain, and the
acquisition is determined by the Mayor and Common Council to frustrate the purpose of this
Agreement, this Agreement shall be cancelled. No cancellation fee pursuant to Government
Code Section 50286 shall be imposed if the Agreement is cancelled pursuant to this Section.
10. Waiver. City does not waive any claim of default by 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 the City to pursue in the event that there is a breach of this Agreement. No 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.
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II. Binding, Effect of Agreement. Owner hereby subjects the Historic Property to the
covenants, conditions, and restrictions set forth in this Agreement. City and Owner hereby
declare their specific intent that the covenants, conditions, and restrictions set forth herein shall
be deemed covenants running with the land and shall inure to and be binding upon Owner's
successors and assigns in title or interest to the Historic Property. Each and 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 covenants, reservations and restrictions set forth herein.
12. Covenants Run with the Land. City and Owner hereby declare their understanding
and intent that the burden of the covenants, reservations and restrictions set forth herein touch
and concern the land in that they restrict development of the Historic Property. City and Owner
hereby further declare their understanding and intent that the benefit of such covenants,
reservations and restrictions touch and concern the land by enhancing and maintaining the
cultural and historical characteristics and significance of the Historic Property for the benefit of
the public and the Owner.
13. Notice. Any notice required to be given by the terms of this Agreement shall be
provided at the address of the respective parties as specified below or at any other address as
may be later specified by the parties hereto:
City:
City of San Bernardino
City Manager's Office
300 North D Street
San Bernardino, CA 92418-000 I
Owner:
Kathryn Gail Mummery
420 W. 25th Street,
San Bernardino, CA 92405
6
14. Effect of Agreement. 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 the parties to be
considered joint venturers or members of any joint enterprise.
IS. Indemnitv of City. Owner shall defend, indemnifY, and hold harmless City and its
elected officials, officers, agents and employees from any actual or alleged claims, demands
causes of action, liability, loss, damage, or injury to property or persons, including wrongful
death, whether imposed by a court of law or by administrative action of any federal, state or local
governmental agency, arising out of or incident to (i) the direct or indirect use, operation, or
maintenance of the Historic Property by Owner or any contractor, subcontractor, employee,
agent, lessee, licensee, invitee, or any other person; (ii) Owner's activities in connection with the
Historic Property, or from the enforcement of this Agreement. This indemnification includes,
without limitation, the payment of all penalties, fines, judgments, awards, decrees, attorneys'
fees and related costs or expenses, and the reimbursement of City, its elected officials,
employees, and/or agents for all attorney's fees, legal expenses and costs incurred by each of
them. The costs, salaries and expenses of the City Attorney and members of his/her office in
enforcing this Agreement on behalf of the City shall be considered as "attorneys' fees" for the
purposes of this paragraph. Owner's obligation to indemnifY shall survive the termination,
cancellation, or expiration of this Agreement and shall not be restricted to insurance proceeds, if
any received by City, its elected officials, employees, or agents.
16. Binding Upon Successors. All of the agreements, rights, obligations, covenants,
reservations, 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 or in
any manner whatsoever.
7
17. Legal Costs. In the event legal proceedings are brought by any party or parties to
enforce or restrain a violation of any of the covenants, conditions 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 attorneys' fees to be fixed by the court, in addition to
court costs and other relief ordered by the court. The costs, salaries and expenses of the City
Attorney and members of hislher office in enforcing this Agreement on behalf of the City shall
be considered as "attorneys' fees" for the purposes of this paragraph.
18. Severabilitv. 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.
19. Recordation. No later than twenty (20) days after the Effective Date, City shall
cause this Agreement to be recorded in the office of the County Recorder of the County of San
Bernardino. Owner shall provide written notice of the contract to the State Office of Historic
Preservation within six (6) months of entering into the contract.
20. Amendments. This Agreement may be amended, in whole or in part, only by written
recorded instrument executed by the parties hereto.
21. Governing Law and Venue. This Agreement shall be construed and governed in
accordance with the laws of the State of California. Any action at law or in equity brought by
either of the parties hereto for the purpose of enforcing a right or rights provided for by this
Agreement shall be tried in a court of competent jurisdiction in the County of San Bernardino
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8
HISTORIC PROPERTY PRESERVATION AGREEMENT
("MILLS ACT CONTRACT")
State of California or the United States District Court for the Central District of California,
Riverside Division, and the parties hereby waive all provisions of law providing for a change of
venue in such proceedings.
IN WITNESS WHEREOF, City and Owner have executed this Agreement on the day
and year first above written.
Dated:
CITY OF SAN BERNARDINO
By:
ATTESTED TO:
By:
Dated:
Owner
Owner
Approved as to form:
JAMES F. PENMAN
City Attorney
By:
9
Attachment A
Pritchett_Ca
.
Exhibit A
All that real property situate in the City of San Bernadino, County of San Bernadino,
State of California, described as follows:
The East 40 feet of Lot 10 and the West 30 feet of Lot II, in Block uHn, Tract
No. 1758, Polytechnic Square Subdivision No.3, as per map thereof reCorded in Book 25
of Maps, Page 51, in the office of the County Recorder of said County.
Assessor's Parcel No. 0149-16\-05
11 il4/2008
Attachment "B"
o
Mummery
420 W. 25th Street, San Bernardino, CA 92405
o
11/19/2008 00:22
Year
Year I
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
YearJO
Attachment C
9098824941
2008 Mills Act Program Ten-Year Rehabilitation Plan
City of San Bernardino
Proposed Project (5)*
Estimated
Cost
~
ex:>
-
C! ...
*See attached list of potential projects. Use additional sheets ifneceBsary
Projects may be interior or exterior, but must utilize
311 ofvour tax savinl!"s.
Retain copies of all receipts and permits for submittal with the required
annual reports.
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RESOLUTION NO.
RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH SLA WOMIR AND ALICE NIEWIADOMSKI.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION I. The City Manager of the City of San Bernardino is hereby authorized
and directed to execute on behalf of said City, a Mills Act Preservation Agreement between
Slawomir and Alice Niewiadomski and the City of San Bernardino, which is attached hereto,
marked Exhibit "A" and incorporated herein by reference as though fully set forth at length.
SECTION 2.
The authorization to execute the above-referenced agreement IS
rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
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RESOLUTION AUTHORIZING THE EXECUTION OF A MILLS ACT
PRESERVATION AGREEMENT WITH SLA WOMIR AND ALICE NIEWIADOMSKI.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a
meeting thereof. held on the
, 2008, by the following vote, to wit:
_ day of
Council Members:
AYES
NAYS
ABSTAIN ABSENT
ESTRADA
BAXTER
BRINKER
VACANT
KELLEY
JOHNSON
MCCAMMACK
City Clerk
The foregoing resolution is hereby approved this
day of
2008.
Patrick J. Morris, Mayor
City of San Bernardino
Approved as to form:
JAMES F. PENMAN
City Attorney
Exhibit "A"
HISTORIC PROPERTY PRESERVATION AGREEMENT
("MILLS ACT CONTRACT")
THIS AGREEMENT is made on this,
, by and between the
City of San Bernardino, a municipal corporation ("City"), and Slawomir and Alice
Niewiadomski ("Owner").
RECITALS
I. California Government Code Section 50280, et. seq. allows cities the discretion to
enter into contracts with the owners of qualified historic properties, as that term is defined in
Government Code Section 50280.1, for the purpose of providing for the use, maintenance,
protection, and restoration of such historic property so as to retain its characteristics as property
of historic significance.
2. Owner holds fee title in and to that certain real property, together with associated
structures and improvements thereon, generally located at the street address 390 W. 24th Street,
San Bernardino, California ("Historic Property"). A legal description of the Historic Property is
attached hereto as Attachment "A" and incorporated herein by this reference. .
3. By authorizing this agreement, the Common Council hereby designates the Historic
Property as a Qualified Historic Property as defined by Resolution 2005 - 363, Section 5.
4. City and Owner desire to enter into this Agreement for the purpose of protecting and
preserving the characteristics of historical significance of the Historic Property that help provide
the community with its own unique civic identity and character.
5. Owner, in consideration for abiding by the terms of this Agreement, shall be entitled
to qualify for a reassessment of valuation of the Historic Property, pursuant to the provisions of
chapter 3, Part, 2, of Division I of the California Revenue and Taxation Code, and any
corresponding adjustment in property taxes resulting therefrom.
TERM
NOW, THEREFORE, the City and Owner in consideration of mutual covenants and
conditions set forth herein, do hereby agree as follows:
I. Effective Date and Term of Agreement. This Agreement shall be effective and
commence on Monday, December 15,2008 ("Effective Date") and shall remain in effect for a
minimum initial term of ten (10) years thereafter unless canceled by the City pursuant to Section
8 or 9 of this Agreement.
2. Renewal. Upon each anniversary date, beginning at the end of the initial ten year term
("Renewal Date"), an additional one (I) year shall automatically be added to the term of the
Agreement unless a notice of nonrenewal is delivered as provided in Section 3 of this
Agreement.
3. Nonrenewal. If either the Owner or City desires in any year not to renew this
Agreement, Owner or City shall serve a written notice of nonrenewal upon the other party in
advance of the Renewal Date ("Notice of Nonrenewal"). The Notice of Nonrenewal shall be
effective only if served by Owner upon City at least ninety (90) days prior to the Renewal Date,
or if served by City upon Owner, the Notice ofNonrenewal shall be effective only if served upon
Owner at least sixty (60) days prior to the Renewal Date. If either City or Owner serves a Notice
of Nonrenewal in any year, this Agreement shall remain in effect for the balance of the term then
remaining.
4. Owner Protest of Citv Nonrenewal. Within fifteen (15) days of Owner's receipt of the
Notice of Nonrenewal from City, Owner may file with City a written protest of the Notice of
Nonrenewal. Upon receipt of the written protest, the Common Council shall set a hearing prior
to the expiration of the Renewal Date of this Agreement. Owner may furnish the Common
2
Council with any information which Owner deems relevant and shall furnish the Common
Council with any information it may require. The Common Council may, at any time prior to
the annual Renewal Date, withdraw its Notice of Nonrenewal.
5. Standards for Historical Propertv. During the term of this Agreement, the Historic
Property shall be subject to the following conditions, requirements, and restrictions:
A. Owner shall preserve and maintain the characteristics of the cultural and historical
significance of the Historic Property. Compliance or non-compliance with this section shall be
determined by the Director of Development Services or his/her designee. In addition, Owner
shall obtain any applicable permits necessary to protect, preserve, restore, and rehabilitate the
Historic Property so as to maintain its historical and cultural significance.
B. O\\iner, when necessary as determined by the City, shall restore and rehabilitate the Historic
Property to conform to the rules and regulations of the Office of Historic Preservation of the
California Department of Parks and Recreation, the United States Secretary of the Interior
Standards for Rehabilitation, and the State Historical Building Code. The condition of the
exterior of the Historic Property on the effective date of this Agreement is documented in
photographs attached as Attachment "B" and incorporated herein by this reference. The Owner
shall continually maintain the exterior of the Historic Property in the same or better condition as
documented in Attachment "B".
C. Owner shall carry out specific restoration, repair, maintenance, and/or rehabilitation projects
on the Historic Property, as outlined in the attached Attachment "C", which is incorporated
herein by this reference. All such projects shall be undertaken and completed in keeping with
the historic nature of the property. Projects may be interior or exterior, but must utilize all
property tax savings.
D. Owner shall not be permitted to block the view corridor with any new structure, such as
walls, fences or shrubbery, so as to prevent the viewing of the Historic Property.
3
6. Periodic Examinations. Upon reasonable advance notice, Owner shall allow
reasonable periodic examinations of the interior and exterior of the Historic Property by
representatives of the County Assessor, the State Department of Parks and Recreation, the State
Board of Equalization and/or City, as may be necessary to determine Owner's compliance with
the terms and provisions of this Agreement.
7. Provision ofInformation of Compliance; Yearlv Administrative Fee. Owner hereby
agrees to furnish City with any and ~ll information requested by City, which City deems
necessary or advisable to determine eligibility of the Historic Property and compliance with the
terms and provisions of this Agreement. Requested information may include, but not be limited
to, required annual reports, as well as receipts documenting property maintenance and/or
improvement expenditures that equal or exceed annual estimated property tax savings. Owner
shall also pay City a yearly administrative fee of seventy-five dollars ($75.00).
8. Breach of Agreement: Remedies.
A. Notice of Breach; Opportunity to Cure. If Owner breaches any provision of this Agreement,
City may give written notice to Owner by registered or certified mail detailing Owner's
violations. If such violation is not corrected to the reasonable satisfaction of City within thirty
(30) days after the date of notice of violation, or within such a reasonable time as may be
required to cure the violation (provided the acts to cure the violation are commenced within
thirty (30) days and thereafter diligently pursued to completion), the City may, without further
notice, declare Owner to be in breach of this Agreement. Upon City's declaration of Owner's
breach, City may pursue any remedy available under local, state, or federal law, including those
specifically provided for in this section.
B. Remedy - Cancellation. City may cancel this Agreement if City determines, following a
duly noticed public hearing in accordance with Government Code section 50285, that Owner
breached any of the conditions of the Agreement, Owner allowed the Historic Property to
4
deteriorate to the point that it no longer meets the standards for a qualified historic property, or
Owner failed to restore or rehabilitate the Historic Property in accordance with the terms of this
Agreement. If this Agreement is cancelled, under this paragraph, Owner shall pay a cancellation
fee to the Office of the Auditor for the County of San Bernardino as required by Government
Code section 50286.
C. Alternative Remedies. As an alternative to cancellation of this Agreement for Owner's
breach of any condition, City may bring an action in court necessary to enforce this Agreement
including, but not limited to, an action to enforce this Agreement by specific performance,
injunction, or receivership.
9. Destruction of Property; Eminent Domain; Cancellation. 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 percent (60%) of the original fabric of the structure must
replaced, this Agreement shall be cancelled because the historic value of the structure will have
been destroyed. If the Historic Property is acquired in whole or in part by eminent domain or
other acquisition by any entity authorized to exercise the power of eminent domain, and the
acquisition is determined by the Mayor and Common Council to frustrate the purpose of this
Agreement, this Agreement shall be cancelled. No cancellation fee pursuant to Government
Code Section 50286 shall be imposed if the Agreement is cancelled pursuant to this Section.
10. Waiver. City does not waive any claim of default by 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 the City to pursue in the event that there is a breach of this Agreement. No 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.
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11. Binding, Effect of Agreement. Owner hereby subjects the Historic Property to the
covenants, conditions, and restrictions set forth in this Agreement. City and Owner hereby
declare their specific intent that the covenants, conditions, and restrictions set forth herein shall
be deemed covenants running with the land and shall inure to and be binding upon Owner's
successors and assigns in title or interest to the Historic Property. Each and 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 covenants, reservations and restrictions set forth herein.
12. Covenants Run with the Land. City and Owner hereby declare their understanding
and intent that the burden of the covenants, reservations and restrictions set forth herein touch
and concern the land in that they restrict development of the Historic Property. City and Owner
hereby further declare their understanding and intent that the benefit of such covenants,
reservations and restrictions touch and concern the land by enhancing and maintaining the
cultural and historical characteristics and significance of the Historic Property for the benefit of
the public and the Owner.
13. Notice. Any notice required to be given by the terms of this Agreement shall be
provided at the address of the respective parties as specified below or at any other address as
may be later specified by the parties hereto:
City:
City of San Bernardino
City Manager's Office
300 North D Street
San Bernardino, CA 92418-0001
Owner:
Slawomir and Alice Niewiadomski
390 W. 24th Street
San Bernardino, CA 92405
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14. Effect of Agreement. 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 the parties to be
considered joint venturers or members of any joint enterprise.
15. Indemnity of City. Owner shall defend, indemnifY, and hold harmless City and its
elected officials, officers, agents and employees from any actual or alleged claims, demands
causes of action, liability, loss, damage, or injury to property or persons, including wrongful
death, whether imposed by a court of law or by administrative action of any federal, state or local
governmental agency, arising out of or incident to (i) the direct or indirect use, operation, or
maintenance of the Historic Property by Owner or any contractor, subcontractor, employee,
agent, lessee, licensee, invitee, or any other person; (ii) Owner's activities in connection with the
Historic Property, or from the enforcement of this Agreement. This indemnification includes,
without limitation, the payment of all penalties, fines, judgments, awards. decrees, attorneys'
fees and related costs or expenses, and the reimbursement of City, its elected officials,
employees, and/or agents for all attorney's fees, legal expenses and costs incurred by each of
them. The costs, salaries and expenses of the City Attorney and members of his/her office in
enforcing this Agreement on behalf of the City shall be considered as "attorneys' fees" for the
purposes of this paragraph. Owner's obligation to indemnifY shall survive the termination,
cancellation, or expiration of this Agreement and shall not be restricted to insurance proceeds, if
any received by City, its elected officials, employees, or agents.
16. Binding Upon Successors. All of the agreements, rights, obligations, covenants,
reservations, 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 or in
any manner whatsoever.
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17. Legal Costs. In the event legal proceedings are brought by any party or parties to
enforce or restrain a violation of any of the covenants, conditions 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 attorneys' fees to be fixed by the court, in addition to
court costs and other relief ordered by the court. The costs, salaries and expenses of the City
Attorney and members of his/her office in enforcing this Agreement on behalf of the City shall
be considered as "attorneys' fees" for the purposes of this paragraph.
18. Severability. 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.
19. Recordation. No later than twenty (20) days after the Effective Date, City shall
cause this Agreement to be recorded in the office of the County Recorder of the County of San
Bernardino. Owner shall provide written notice of the contract to the State Office of Historic
Preservation within six (6) months of entering into the contract.
20. Amendments. This Agreement may be amended, in whole or in part, only by written
recorded instrument executed by the parties hereto.
21. Governing Law and Venue. This Agreement shall be construed and governed in
accordance with the laws of the State of California. Any action at law or in equity brought by
either of the parties hereto for the purpose of enforcing a right or rights provided for by this
Agreement shall be tried in a court of competent jurisdiction in the County of San Bernardino
III
III
III
III
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HISTORIC PROPERTY PRESERVATION AGREEMENT
("MILLS ACT CONTRACT")
State of California or the United States District Court for the Central District of California,
Riverside Division, and the parties hereby waive all provisions of law providing for a change of
venue in such proceedings.
IN WITNESS WHEREOF, City and Owner have executed this Agreement on the day
and year first above written.
Dated:
CITY OF SAN BERNARDINO
By:
ATTESTED TO:
By:
Dated:
Owner
Owner
Approved as to form:
JAMES F. PENMAN
City Attorney
By:
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Attachl'\ent A
EXHIBIT "A"
The land referred La in this report is situated in the Slate of California, County of SAN BERNARDINO
and is described as follows:
:'OT 16 AND 17. BLOCK "E" OF TRACT NO. 1758 POLYTECHNIC SQUARE NO.3, IN THE
CITY OF SAN BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER
MAP RECORDED IN BOOK 25, PAGE 51 OF MAPS, IN THE OFFICE OF THE COUNTY
RECORDER OF SAID COUNTY.
Attachment "B"
o
Niewiadomski
390 W. 24th Street San Bernardino, CA 92405
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Attachment C
2008 Mills Act Program Ten- Year Rehabilitation Plan
City of San Bernardino
Year Proposed Project (s)* Estimated
Cost
Year I Ala",,, $;(s,f'Cmj inspe.c+ c:.hi"",,"Y~ ((din; tlcc-- t i)oo 00
,{wi,-e 4 ;",itll/ ru..w cvH,d5/t I'wits ' .
Year 2 4,,,,,,.1 ma,~ftnunt~ if Rtf'"irs (A, "1. >/ R.) 00
5ec.u,;f" li'lhfin4; roo{~ ....iVldcw n'p<<',rs "if} 50().
Year 3 A. H. "R, ,. w{wN...eYp....oo{;nj ; F"",d,n:/ in~;or '7, 50D, 00
Year 4 A.H,~ R; -fu",,;t-e. -tr'e.ll f-ry, 't"."", -I if r~fair ; ;2,IN',"o
11k re.place..iY'e.n+ 1 r~pa',y
Year 5 A.M. (R;.fo-..(..~ I-~_p~i("'o.- f1CA.J;,Mino~" ptl.lht;~ ~c
~ 2CCi.
~ e.x.te......io-r r.e....rairs; \vitf'\dt.1v >Cl'<.l---(.A.S ~ hc.(..,.-ck..xve. - ,
Year 6 A.M. ~R, \ re",..~.n~cr.f;...r"().ce.:.( I"C.pllir{lOor;
I-Ih'C"" D~bj.,{f r'<.-1?/lj,.-,' w-ea...f{.,u-ovoo+;nC/ /;( 5'0, 00
Year 7 A.M. ~R; rtfo-u.. kj+c.J,e.iLCab;",e.Ts; ....
rec1 0 5,3()O,OO
kj+c.~ -!1.ccyirv>J
Year 8 /1)"1,. ~ R! (;t.,r""ney r(f"; r; -fouY<do.tt'rm bo(ti::J 00
i i .sel S.,." I c.. worfL i fe. M 11.L. tr~ -h~<d 4 ('e.P<-I" 8IOCo.
Year 9 JUt. ~ Rj r""nfi'"'3 e y: -H:,-yI&r- ~ (0)(+ .-fri r), ; ~ ,"500.00
'lVev.-/1.-tw-riroe-A""",
Year 10 A ,/vl. ~ 1:...; C!,...'" ;4~ f','o+u:---n-"njc on---e.v""'(IT)', co
I~lifhy s { c!cw....JPa>tD...; f'v--ho r-e..pa./,...- 4,6'DO.
*See attached list of potential projects. Use additional sheets if necessary
Projects may be interior or exterior, but must utilize
all of your tax savinl!:s.
Retain copies of aU receipts and pel"mits for submittal with the required
annual reports.
j ,
n I ./'/. ,/
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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: Catherine Pritchett, Management
Analyst I
Subject: Resolutions authorizing the
execution of Mills Act Preservation
Agreements.
Dept: City Manager's Office
Date: November 25, 2008
Council Meeting Date: December 15,
2008.
Synopsis of Previous Council Action:
December 3, 2007 _ Mayor and Common Council amend Resolution 2005-363 to include the use of a
City Register of Historical and Architecturally Significant Properties for the purposes of Mills Act eligibility,
and authorize a Mills Act Agreement with Mark Valadez.
December 18, 2006 -Mayor and Common Council amend resolution 2005-363, changing the application
period from November to October, and authorize a Mills Act Agreement with Myra Elder.
November 7, 2005 - Council adopts Resolution 2005-363 establishing the application process, review
procedures, and required contract provisions for the implementation of a Mills Act Program in the City of
San Bernardino pursuant to Government Code Section 50280, et seq., and setting an application fee and
an annual administrative fee, and authorizing four Mills Act Agreements.
October 18, 2005 - Legislative Review Committee recommends implementation of a Mills Act Program.
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Recommended motion:
Adopt resolutions.
{laJ-t"A ~YkY.j;{-
Sig ture
Contact person: Catherine Pritchett, Management Analyst I Phone: 5122
Supporting data attached: Staff report, resos, contracts Ward: 5 & 7
FUNDING REQUIREMENTS:
Amount: Some nominal loss of property tax revenue annually,
depending on property tax reductions.
Source: (Acct. No.)
(Acct. Description)
Finance:
o Council Notes:
Agenda Item No.
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STAFF REPORT
Subiect:
Resolutions authorizing the execution of Mills Act Preservation Agreements.
Back!!round:
The Mills Act is a state law designed to provide financial incentives for property owners that
restore and maintain historic residential and commercial properties. The Mills Act involves
property being assessed using a different methodology, the result is a reduction in property taxes
paid by the property owner. The owner agrees to invest the savings into the property with the
purpose of protecting and preserving the characteristics of historical significance of their historic
property
Applications for 2008 Mills Act Agreements were accepted from October I st through. October
31 st Prior to the deadline, five (5) property owners submitted complete applications along with
the required application fees. Following staff review of the applications, a three-member sub-
committee of the Historic Preservation Commission performed site surveys on each of the
properties to determine their historic relevance. Utilizing similar procedures employed for the
1991 Historic Resources Reconnaissance Survey, the commissioners identified the date or period
the homes were built, the architectural style of the structures, the construction materials that were
used, and the historical significance of the property (prior ownership or use). After review, each
of the sub-committee members submitted written recommendations to staff. Below is a brief
description of each application.
. Deborah Albert's Country Style Cottage was built in 1937 and is located at 590 E. Country
Club Road in the 7'h ward. This property is not included in the 1991 Historic Resources
Reconnaissance Survey, but was recommended for a Mills Act contract by all three of the
commISSIOners.
. Mr. & Mrs. Baird's 1938 Colonial Revival home is located at 296 E. Marshall Boulevard in
the 7th ward. This property was reported by each of the commissioners to be in excellent
condition and is included in the 1991 Historic Resources Reconnaissance Survey.
. Mr. and Mrs. Corsentino's Spanish Colonial House was built in the 1930's and is located at
3435 Circle Road in the 5th ward. Although the property is not included in the 1991 Historic
Resources Reconnaissance Survey, because of its exterior beauty and unique ownership
history (former home of the Culligan Water family) the commissioners strongly recommend
the property for a Mills Act contract.
. Gail Mummery's Spanish Eclectic home, located at 420 W. 25th Street in the 7th ward, was
built in the 1920's and is located in a historic district once know as "Doctor's Row." The
property is listed in the 1991 Historic Resources Reconnaissance Survey and has been
recommended by the commissioners.
. Mr. and Mrs. Niewiadomski's 1930's Mediterranean style home is located at 390 W. 24th
Street in the 7th ward. The property is included in the 1991 Historic Resources
Reconnaissance Survey and has been recommended for a Mills Act contract by the
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Upon adoption of this resolution, the property owner(s) will each enter into a 10-year
preservation agreement, beginning December 15, 2008 and remaining in effect for a minimum
initial term often (10) years thereafter unless canceled by the City pursuant to Section(s) 8 or 9
of the agreement. During this time the property owner (s) will be required to reinvest all property
tax savings into rehabilitation or maintenance of the historic property. The agreement requires
the property owner(s) to preserve and maintain the historic significance of the property, and to
carry out the rehabilitation and maintenance projects specified in their application materials. In
accordance with Government Code Section 50286, if the City cancels an agreement due to
breach by the property owner, or for the owner's failure to restore or rehabilitate the property in
accordance with the agreement, the property owner must pay a penalty to the County Auditor.
State law currently sets this penalty at 12.5% of the current fair market value of the property.
The Mills Act program is becoming increasingly popular. Upon adoption if this resolution, the
City will have II active residential Mills Act contracts with San Bernardino residents. The Press
Enterprise recently reported the success the Mills Act program has had in assisting property
owners with maintaining their historical homes. Participants in the program have seen property
tax savings ranging from $200-$6,000. In addition, all of the participants have been compliant
with the City's reporting requirements stated in the Mills Act Agreement.
Financial impact:
Property owners that have approved Mills Act contracts will see a reduction in their property tax
assessments, resulting in a corresponding reduction in property tax revenues. In San Bernardino,
the City receives an average of seventeen cents ($.17) of each dollar ($1.00)'of property tax
generated, with the balance of revenues allocated to counties, school districts, and special
districts.
Each property owner has paid an application fee of $200.00. This fee will partially offset the
City's cost to process each application. In addition the property owner will pay an annual
administrative fee of$75.00 to offset costs of program administration,
Recommendation:
Adopt resolutions.
l
Fedor Ma
From:
Sent:
To:
Cc:
Subject:
Prilchett_Ca
Thursday, December 18, 20082:54 PM
Fedor_Ma
Wilson_Jo
Mills Act Reso 2008-446
Hello Margaret,
This afternoon, while the property owners were signing their Mills Act Agreement, they noticed that their
address said "Drive" rather than "Road". The property owner made the correction on pages 1 and 6 of the
Agreement, neither of which are signature pages. Concerned that I will receive resistance from the County
Recorder'sf Assessor's Offices, I asked John Wilson (City Attorney's Office) if we could reprint and replace
those two pages. He stated that the legal description is what binds the property to the Agreement, not the
street address, and that there would be no legal implications to reprinting those two pages.
Will you please reprint pages 1 and 6 of resolution 2008-4467 Call me when they are done and I will run down
and grab them.
Thank you!
Catherine "Cat" Pritchett I Management Analyst I
City of San Bernardino I City Manager's Office
Phone: 909-384-5122 I E-mail: pritchetCca@sbcity.org
1
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
DATE:
December 16, 2008
TO:
Catherine Pritchett, Management Analyst I
City Manager's Office
FROM:
Margaret Fedor, Executive Assistant to the City Clerk
RE:
Transmitting Documents for Signature - Resolution No. 2008-446
At the Mayor and Common Council meeting of December 15, 2008, the City of San Bernardino
adopted Resolution No. 2008-446 - Resolution authorizing the execution of a Mills Act
Preservation Agreement with Deborah Albert.
Attached are one (1) original agreement and two (2) duplicate original agreements for signatures.
Please obtain signatures in the appropriate locations and return the ORIGINAL agreement to
Margaret Fedor in the Citv Clerk's Office as soon as possible.
Please be advised that the contract will be null and void if not executed by Friday,
February 13, 2009.
Thank you.
I hereby acknowledge recei
Signed: {It,
Date: /OL/ n/;?
I '
Ie-