HomeMy WebLinkAbout2011/07/19 Item 08 Attachment A Appendix_B_Evaluation_of_Historic_PreservationAN EVALUATION OF HISTORIC PRESERVATION
IN CHULA VISTA
Submitted to:
The City Of Chula Vista
276 Fourth Avenue
San Diego, CA 91910
Submitted by:
Architect Milford Wayne Donaldson, FAIA
As Recommended by:
The Chula Vista ad hoc historic preservation committee
September 30, 2003
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CITY OF CHULA VISTA
EVALUATION OF HISTORIC PRESERVATION
ACKNOWLEDGEMENTS
City of Chula Vista
Stephen C. Padilla, Mayor
Patty Davis, City Councilmember
John McCann, City Councilmember
Jerry Rindone, City Councilmember
Mary Salas, City Councilmember
Ad Hoc Historic Preservation Committee
Chazles Bull, Resource Conservation Commission
Pamela Bensoussan, Heritage Museum Boazd
Cheryl Mestler, Design Review Committee
Steve Castaneda, Planning Commission
Bob Madsen, Town Centre Project Area Committee
9-30-2003
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TABLE OF CONTENTS
1. EXECUTIVE SUMMARY
2• INTRODUCTION
3• MISSION STATEMENT
4• STATEMENT OF SHARED VALUES
5• BACKGROUND
6• PROGRAMS AND TERMINOLOGY FOR HISTORIC
RESOURCES
~• EXISTING FRAMEWORK
g• SITUATION ANALYSIS
9• PROPOSED ACTION PLAN
10. PROPOSED ORGANIZATIONAL FRAMEWORK
11. APPENDIX
A. Comparative Analysis: Current Criteria for Local Designation
and Designation Procedures Matrix
B. Certified Local Government Requirements
C. Secretary of the Interior's Professional Qualification Standards
D. Secretary of the Interior's Standards for and Evaluation and
Identification
E. List of Designated Historic Sites
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1. EXECUTIVE SUMMARY
The surge of local interest in historic preservation resulted in the City's adoption of the Mills Act
Program in 2001 as well as prompted a need to evaluate the City's current historic preservation
policies. In 2002 an ad hoc historic preservation committee was formed to develop
recommendations for historic preservation in Chula Vista that would coordinate with the General
Plan Update. The purpose of the ad hoc historic preservation committee was to:
Evaluate the City's existing historic preservation program;
Make a recommendation for an appropriate program for the future;
Identify short-term and long-term tasks that would assist the City of Chula Vista
in accomplishing the mission for historic preservation.
The ad hoc historic preservation committee, staff members of the Planning Department,
Community Development, the Library and historic preservation consultant, Architect Milford
Wayne Donaldson, FAIA, attended five (5) meetings in order to evaluate the City's existing
program and to determine appropriate recommendations for the City's future preservation needs.
The "Evaluation of Historic Preservation in Chula Vista" analyzes existing conditions, trends,
current plans and standards, and provides recommendations on how to improve the City's
approach to historic preservation. This report will also include an action plan for
implementation.
In an effort to develop a consensus, the ad hoc historic preservation committee developed a
mission statement which identified objectives, goals, and tasks that would complement the
overall vision for the City of Chula Vista. With the mission statement in hand, it enabled the ad
hoc committee members to focus on the needs of the City and develop a preservation program
that would benefit the history of Chula Vista and its resources.
The ad hoc historic preservation committee reviewed the current programs and terminology for
historic resources in order to establish a foundation for evaluation of its current program. This
included:
• National Historic Preservation Act;
• National Register of Historic Places;
• California Register of Historical Resources
• Certified Local Government;
• The Secretary of the Interior's Standards for the Treatment of Historic Properties; and
• California Historical Building Code.
Next, the City's designation process was reviewed with an indepth look at its current properties
listed on the local register. Although the City of Chula Vista is rich and diverse in its collection
of historic resources, it was determined that the current designation process as outlined in the
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City of Chula Vista Municipal Code, did not provide for a consistent historic review process.
Issues such as "historical context" and "integrity" were discussed in detail.
The ad hoc historic preservation committee also developed an action plan that would address the
issues raised regarding Chula Vista's historic preservation program. The action plan included
the following:
• Develop a preservation program based upon the Certified Local Government (CLG)
criteria;
• Provide a predictable and consistent historic review process, such as the National
Register of Historic Places criteria for designation;
• Establish an adequate and qualified historic preservation review board;
• Provide a set of standards or principles to guide the Board/Commission with regards
to historic preservation issues;
• Provide incentives for historic preservation; and
• Provide adequate public participation in the local historic preservation program.
2. INTRODUCTION
A local historic preservation ordinance is the most effective form of protecting a community's
historic resources. Every local government in California has the authority to adopt a local
program applying regulations to historic properties. Because every local community has varying
types of historic resources, populations, and development pressures, it is understandable that
each local government should create a local historic preservation program that best suits the
needs and views of its community. A historic preservation program should provide a policy for
the protection of historic resources, establish an object and process for designating historic
properties, and protect the integrity of designated historic properties.
3. MISSION STATEMENT
In an effort to develop consensus and cooperation, the ad hoc historic preservation committee
identified objectives, goals and tasks that they felt would complement the overall vision for the
City of Chula Vista. With the assistance of the City's Organizational Development Training staff
member Toni McKean, the ad hoc historic preservation committee identified objectives, goals
and tasks that they felt would complement the overall vision for the City of Chula Vista. The
following mission statement of the Committee was developed from those objectives, goals, and
tasks identified:
The Mission of the ad hoc historic preservation committee is to
develop recommendations for historic preservation in Chula Vista that
will foster cohesiveness between historic preservation and other land
use policies and that will preserve elements of important periods in
Chula Vista History and that will honor individuals that have played
a significant role in the cultural, social, economic, and architectural history.
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With this mission in mind, the Committee determined that an appropriate program for the future
should recognize and preserve the integrity of buildings, structures, and sites; address the values
and principles of the entire City of Chula Vista; and honor contributions of individuals who have
played a significant role locally, regionally, and nationally.(
4. STATEMENT OF SHARED VALUES
Historic preservation activities in Chula Vista should focus on the values established by the City
Council in Febmary 2000. At that time, the City Council developed a statement of shazed values
that the City should be committed to pursue in each of its endeavors. These values are: to build
and nurture a progressive and cohesive community which values our diversity, respects our
citizens, honors our legacy, and embraces the opportunities for the future. Further, historic
preservation should help provide fora "connected, balanced, and cohesive community" which
was established as one of the City Counci12003 Strategic Themes.
5. BACKGROUND
A. Brief Historyz
The Chula =lista area was part of a Spanish land grant known as Rancho del Rey, the King's
Ranch. Under Mexican rule in 1821, this ranch became known as Rancho de la Nacion. It
encompassed National City, Chula Vista, Bonita, Sunnyside, and the Sweetwater Valley. In
1845, the ranch was granted to Juan Forster, son-in-law of Mexican governor Pio Pico. Ten
years later, Forster sold it to F.A.L. Pioche, a Frenchman from San Francisco, who sold out to
the Kimball brothers, Frank, Warren, and Levi.
Frank Kimball, a real estate developer, built the towns of National City and Chula Vista. In
1885, he brought the Santa Fe Railroad to Southern California, with its first terminus in National
City. Several directors of the Santa Fe Railroad and Colonel W.G. Dickinson, a professional
town planner, formed the San Diego Land and Town Company. They began developing the area
by subdividing a 5,000 acre portion into five-acre lots with avenues and streets 80 feet in width
and a steam motor passing through the center. The purchaser was required to build thereon.
Within six months, a modern style house costing not less than $2,000 was built.
' According to the National Register of Historic Places, integrity is the ability of a property to convey its
significance. To be listed in the National Register of Historic Places, a property must not only be shown to be
significant under the National Register criteria, but it also must have integrity. The evaluation of integrity is
sometimes a subjective judgment, but it must always be grounded in an understanding of a property's physical
features and how they relate to its significance. There are seven (7) aspects of integrity as de£ned by the National
Register: location, design, setting, materials, workmanship, feeling, and association. National Park Service,
National Register Bulletin !5: How to Apply the National Register Criteria far Evaluation, (Washington D.C.: U.S.
Department of the Interior), rev. 1991. http://www.ccnps.gov/nr/publications/bulletins/mb15/mb15 8.htm
a Excerpt from "Chula Vista Historic Home Tour" Brochure, 2002.
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The Sweetwater Dam was built by the San Diego Land and Town Company to bring water to
Chula Vista; a raih•oad was built to connect Chula Vista and Otay with National City and San
Diego. The people coming to Chula Vista raised lemons, and in time, the area became the
largest lemon-growing center in the world.
The city was incorporated in 1911 with a population of 550. After its incorporation, Chula Vista
continued to be a leading lemon-growing center. Other important crops were tomatoes, celery,
and salt. The Western Salt Works has been operating on the Chula Vista bay front since the
beginning of the century. From 1916 to 1920, Chula Vista had a kelp processing plant that
produced potash and acetone to make cordite used by the British to make bombs during World
War I. This plant, now known as Gunpowder Point, had the largest kelp harvesting fleet and
tank farm in the world at that time. Just after World War II, Rohr Aircraft Company was
established on the bay front.
The current rapid population growth and activity in Chula Vista is such that could not have been
imagined in 1911. Today's historic homes can be found in the azeas between Interstate 5 and
805, framed by Broadway and Hilltop and C Street through L Street.
B. Historic Preservation in Chula Vista
Prior to 1985, the City of Chula Vista did not have an official local register that contained a
listing of historic resources. Only a minimal number of houses were recognized and designated
as historic.
In 1985 the City of Chula Vista sponsored a local historic resources inventory. The inventory
was limited to the area of Trousdale Drive to the north, L Street to the South, Freeway 5 to the
West and Hilltop Drive on the East. This inventory preceded the annexation of the Montgomery
Area and did not include this area as part of the survey. Participating in the survey included
three (3) members of the Chula Vista Historical Society and local historian, Kama Webster.
Karna Webster was contracted directly by the City Council to research and document the
architecture and history of the homes and conduct a walking survey of homes within the study
area. As a result, approximately 258 homes were included on the survey list with 42 of the
homes being included within the Chula Vista List of Historic Sites.
More recently, the surge in local interest in historic preservation coupled with a City Council
committed to the preservation of historic resources within Chula Vista prompted an evaluation of
current historic preservation policies and led to the adoption of the Mills Act Program in 2001.
The Mills Act Program is a tax incentive program for owners of historic homes and buildings.
Since that time, 15 more houses have been designated as historic with a total of 22 historic
homeowners electing to participate in the Mills Act Program.
Council directed staff to review the status of the City's historic preservation program and to
propose amendments if needed. Staff researched historic preservation programs of other cities in
San Diego County and found that, unlike Chula Vista, most jurisdictions included historic
preservation as a section in their General Plan and/or had a historic preservation ordinance in
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place. In light of the fact that Chula Vista was currently updating their General Plan, staff felt
that a more comprehensive approach to reviewing the City's historic preservation policies,
programs, and activities, coordinated with the General Plan Update, would be beneficial.
Staff took the request to Council and in July 2002, the City Council approved the formation of an
ad hoc historic preservation committee. The Council also approved that a consultant, familiar
with historic preservation programs, be retained to assist in the development of the plan. Council
requested that the committee develop recommendations of what the City of Chula Vista Historic
Preservation Program should be and an action plan for how the City may obtain those goals.
The ad hoc committee was charged with the responsibility of:
Providing an evaluation of the City's existing historic preservation program;
Determining an appropriate program for the future and identifying short-term and
long-term tasks that would help the City accomplish the mission for historic
preservation.
The Committee was comprised of one representative from the Resource Conservation
Commission, Design Review Committee, Planning Commission, Heritage Museum Board, and
the Town Centre Project Area Committee.
6. PROGRAMS AND TERMINOLOGY FOR HISTORIC RESOURCES
Historic preservation laws and programs were enacted throughout the nation because of public
concern about the destruction of national and state prehistoric and historic resources by
government-sponsored projects. Within the past generation, historic preservation has evolved
from a limited and somewhat insular pursuit into a broad based popular movement with wide
support. The following are programs and terminology common for historic resources:
A. National Historic Preservation Act
In 1966, Congress passed the National Historic Preservation Act (NHPA) establishing the
Federal Government as a full partner and leader in historic preservation. While Congress
recognized that national goals for historic preservation could best be achieved by
supporting the drive, enthusiasm, and wishes of local citizens and communities, it
understood that the Federal Government must set an example through enlightened
policies and practices.
The NHPA requires federal and state agencies to consider the impacts that their projects
and plans will have on properties listed on or eligible for listing on the National Register
of Historic Places. If a federal or state project will adversely affect aregister-eligible
property, then the agency must consider ways to lessen or mitigate the negative impacts
on the eligible property. Agencies may consult with the State Historic Preservation
Officer (SHPO) in making decisions about the identification, register-eligibility, and
mitigation treatment for properties. Federal agencies include Tribal Historic Preservation
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Offices and the Federal Historic Preservation Offices as well as other interested parties in
their decision-making process.
B. National Register of Historic Places
The National Register of Historic Places is the official federal list of districts, sites,
buildings, structures, and objects significant in American history, architecture,
archaeology, engineering, and culture. Properties eligible for listing on the National
Register contribute to an understanding of the historical and cultural foundations of the
nation. The National Register includes all prehistoric and historic properties within the
National Park system, National Historic Landmarks, and properties of significance in
national, state, or local prehistory and history.
The National Register is the "authoritative guide to be used by Federal, State, and local
governments, private groups, and citizens to identify the Nation's cultural resources and
to indicate what properties should be considered for protection from destruction or
impairment." However, the federal regulations explicitly provide that National Register
listing of private property "does not prohibit under Federal law or regulation any actions
which may otherwise be taken by the property owner with respect to the property."
Benefits for listing include the recognition of a property's importance to local, regional,
or national history and as well as assist in bringing financial benefits to the community
through revitalization and heritage tourism.
C. California Register of Historical Resources
The California Register of Historical Resources (California Register) is an authoritative
guide to California's significant historical and archaeological resources to be used by
state and local agencies, private groups, and citizens in identifying the existing historical
resources of the state, and to indicate which resources deserve to be protected, to the
extent prudent and feasible, from substantial adverse change.
The California Register program encourages:
(1) public recognition and protection of resources of architectural, historical,
archaeological, and cultural significance,
(2) identifies historical resources for state and local planning purposes,
(3) defines threshold eligibility for state historic preservation grant funding.
The State Historical Resources Commission (SHRC) oversees the California Register
program, which the State Office of Historic Preservation (OHP) administers.
D. Certified Local Government
The Certified Local Government program integrates local governments with the national
historic preservation program through activities that strengthen decision-making
regarding historic places at the local level. The program also provides federal funding
and technical assistance to local governments via the State Historic Preservation Officer
for preservation activities.
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E. The Secretary of the Interior's Standards for the Treatment of Historic Properties
The Secretary of the Interior is responsible for establishing standards for all programs
under Deparhnental authority and for advising Federal agencies on the preservation of
historic properties listed in or eligible for listing in the National Register of Historic
Places. In partial fulfilhnent of this responsibility, The Secretary of the Interior's
Standards for the Treatment of Historic Properties (The Standards) have been developed
to guide work undertaken on historic buildings. There are separate standards for
preservation, rehabilitation, restoration, and reconstruction.
In addition, The Standards have guided Federal agencies in carrying out their historic
preservation responsibilities for properties in Federal ownership or control; the State
Historic Preservation Officer (SHPO) and local officials in reviewing both Federal and
non-Federal rehabilitation proposals. The Standards are mandated when federal funds are
utilized or when they are part of a federal tax certification program. It is the intent of The
Standards to assist the long-term preservation of historic materials and features. The
Standards pertain to historic buildings of all materials, construction types, sizes, and
occupancy and encompass the exterior and interior of the buildings as well as cultural
landscapes.
F. California Historical Building Code
The CHBC applies to all qualified historic strnctures, districts and sites. To be qualified,
designation must come from federal, state or local authority and includes structures listed
on following:
• National Register of Historic Places
• California Register of Historic Resources
• California Registered State Historic Landmarks
• Points of Historic Interest
• State Recorded and Evaluated Local Inventories
• City or County Inventories
Title 24, Part 8, the Califomia Historical Building Code, is the only building code in
California appropriate to historic structures, districts and sites. It mandates that
reasonable alternatives be sought and adopted where historic fabric or historic
perceptions are threatened by the requirements of the regular code.
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7. EXISTING FRAMEWORK
Chula Vista has a rich and diverse inventory of historic resources. There are 61 sites/structures
that have been determined by the City Council to meet the local criteria and are currently listed
on the Chula Vista List of Historic Sites. (Refer to Appendix F, List of Designated Historic
Sites) The current local designation criteria is as follows:
a. Bears a relationship to overall heritage on a local, state, or national basis.
b. Relates to a historic personage who played an important role historically, on a
local, state, or national basis. However, the individual need not be known
nationally, as long as it was someone who made a significant contribution on a
local basis. Ideally, this includes a site where the individual lived or where a
noteworthy historical contribution or achievement took place.
c. May be a site where an important event took place. This would be an event
symbolic of a phase of history that could reach the national level. The site of the
signing of a historic document, for example, will satisfy this criterion.
d. The site should have distinguishing architectural characteristics that are
identifiable. This includes structures of a particular architecturally style
recognizable today.
e. The site may be archaeologically significant in its association with pre-history of
the azea. A site demonstrating existence of an ancient community (Indians
indigenous to the area, for example) could satisfy this criterion.
f Has integrity. This is where the site continues to have evidence of the original
features. Enough of the original structure or the site is intact to be distinguishable
as having historical value.
A. Current Plans and Standards
Currently, historic preservation is not contained in the Chula Vista General Plan nor does
the City have a historic preservation ordinance. The legislative basis for historic
preservation in Chula Vista is only addressed in Chapter 2.32 Sections 2.32.030 (J),
2.32.070, 2.32.090 of the Chula Vista Municipal Code and falls under the jurisdiction of
the Resource Conservation Commission (RCC).
Ordinance Provisions:
§2.32.030 (J) Safeguard the city's historic, aesthetic, social, economic, political,
and azchitectural past.
§2.32.070 Additional duties - Historical protection
The commission shall:
A. Recommend to the city council the designation of any site which it has
found to meet the criteria as a historical site. The commission shall also
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recommend if the historical site permit process as provided in Section
2.32.090 of this chapter, should be imposed on the site;
B. Inspect any site which the commission has reason to believe could meet
the criteria for a historic site;
C. Explore means for the protection, retention, and preservation of any
historical site, including, but not limited to, appropriate legislation and
financing, such as the establishment of a private funding organization or
individual, local, state, or federal assistance;
D. Recommend standards for historical and aesthetic districts and the
establishment of such districts within the city;
E. Coordinate its activities with the county, the state, and the federal
government as appropriate to prevent duplication of efforts.
F. Provide direction to staff for the preparation and maintenance of a register
of all designated historical sites. The register shall include a description of
the site, its location, the reason for its designation, and other information
that the commission determines necessary. The register shall be
distributed to city departments; the owners and/or occupants of designated
historical sites and other interested civic or governmental agencies;
- Ti: Ten days prior to the consideration by the commission of any site for
designation as a historical site, the owner shall be notified in writing that
the site is under consideration for inclusion in the register. The notice
shall include the date, time, and place of the meeting. For purposes of this
„' chapter, the owner of such property is the person appearing as the owner
of such property on the last equalized assessment roll of the county. Such
notice shall be mailed to the address shown on the assessment roll, in
order for a person to appear and protest such inclusion. The owner shall
also be notified of any subsequent discussion or possible actions regarding
the potential site by the commission or city council.
§2.32.090 Historical site permit process.
A. The city council may, after considering such a recommendation by the
resource conservation commission, impose the permit restrictions
contained in this section.
B. No permit for the demolition, substantial alteration or removal of any
building, structure, or site shall be issued without first referring the matter
to the resource conservation commission, except where the city manager
determines that demolition, removal, or substantial alteration of any such
building, structure, or site is immediately necessary in the interest of the
public health, safety or general welfare. The building, engineering, and
planning departments shall notify the resource conservation commission in
writing within five (5) days of any request it receives for any such permit.
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Mills Act
The Mills Act is legislation that gives local jurisdictions the power to enter into
contractual agreements with private property owners of qualified historic homes.
The Mills Act is designed to encourage the preservation, maintenance, and
restoration of designated historic properties through property tax savings. The
Mills Act Agreement specifies what preservation, maintenance and restoration
efforts will be made by the property owner(s). The Agreement is a legally binding
contract between the City and the historic homeowner with a minimum term of 10
years. The County Assessor's Office determines what the "new" assessed value
and property tax savings will be. Property tax savings can be substantial.
May 29, 2001 The City Council adopted a Policy implementing the Mills Act
Program whereby the City has the authority to enter into Mills Act Contracts with
the owners of qualified historic sites. This program was designed to encourage
the preservation, maintenance, and restoration of designated historic properties
through property tax incentives. An owner of a qualified historic property maybe
eligible to have their property taxes reassessed at a lower rate, with the stipulation
that the property tax savings be used toward the preservation of the historic
property. To date the City has entered into 22 Mills Act Contracts.
Preservation Advocacy
Chula Vista also has an active local historic preservation group comprised of
historic homeowners, long-time residents, and preservation activists. Many of
those in the preservation group are members of The Heritage Museum. The
Heritage Museum is located at 360 Third Avenue and is dedicated to enhancing
knowledge of the region's history. The Heritage Museum is under the direction
of the Chula Vista Public Library, and offers an open membership, coordinates
historic preservation and incentive workshops, and sponsors an amiual historic
home tour.
8. SITUATION ANALYSIS
In order to facilitate the identification of Chula Vista's future historic preservation needs, two
types of analyses were conducted: 1) a strengths and weakness analysis and 2) an opportunities
and threats analysis. Accordingly, the intent of the analysis is to aid in the development of
objectives and actions that help guide the City's future direction for historic preservation.
Successful implementation of objectives and actions discussed in Section 9 relies heavily upon
the activities of the City of Chula Vista, as well as, the cooperation and participation of other
intergovernmental agencies and the private sector. Although a number of the actions relate
directly to responsibilities of the City, the initiative of private sector organizations and
individuals are also recognized as a critical factor when striving to protect Chula Vista's
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significant historic and cultural resources: Preservation partners hopefully will utilize the
objectives and actions that developed from the analyses to guide their planning and decision-
making activities.
Issues identified in the analysis derive from the consultant's review and analysis of the City's
existing historic preservation program/designationpmcess, Mills Act Property Tax Abatement
Program, the City of Chula Vista Municipal Code (CVMC), and public meetings with City Staff
and the ad hoc historic preservation committee.
A. Strengths
While the City of Chula Vista does not have an "official" historic preservation program,
the City does provide some historic preservation elements in their current Municipal
Code. These components form the basis of Chula Vista's existing preservation efforts and
include the following strengths:
1. Historic Preservation Designation Process
• Application packet presents opportunity for property owner to provide
basic property information and pertinent historical documentation
necessary for review by City staff and the Resources Conservation
Commission (RCC).
Designation review provides opportunity for interaction between City staff
and applicant. Additionally it provides opportunity for public comment
and allows the RCC commissioners to advise the Mayor, City Council,
and other commissions and boards of their recommendation regarding the
historical significance of a resource.
The existence of local designation criteria that can provide a basis for local
historical significance, while also establishing the context in which a
proposed property is evaluated.
2. Established Local Register of Designated Historic and Cnltural Resources
• Illustrates outcome of designation review process.
• Provides easily accessible list/inventory of all local historic designations.
• Helps to inform decision-makers, community members, and interested
parties about locally designated resources.
3. Historic Signs
• Each structure that is designated as historic by the Chula Vista City Council is
provided a wooden placard that has the City logo, historic name, and year
built.
• The placards identify structures that have been formally recognized as having
historic significance to Chula Vista.
4. Sixty-one Designated Historic Resources
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Illustrates use of designation process.
Identifies level of historic preservation commitment from property owners.
5. Adopted Mills Act Tax Abatement Program
• Provides tax incentive to owners of designated historic properties for a
minimum ten-year period.
• Shows a commitment on the part of the city to provide incentives for
historic preservation.
6. Active Preservation Community
• Demonstrates community commitment and support for local preservation
efforts.
• Builds historic preservation constituency.
Increased Public Awareness
Demonstrates acknowledgement and raises additional awareness of local
treatment of historic and cultural resources.
Generates and provides a variety of knowledge and expertise within
historic preservation.
8. 1986 Local Historical Survey
• Identifies potential historical resources within the City.
9. City of Chula Vista Official Website3
• Disseminates information about historic preservation from local, state, and
national organizations.
• Provides updated and accessible WebPage format with document and
source links.
10. Chula Vista Municipal Code Title 2 Administration and Personnel, Chapter
2.32 Resource Conservation Commission
• Provides legal basis for the establishment of a local historic preservation
program that retains, safeguards, and protects historic and cultural
resources.
Designates the Resources Conservation Commission as the responsible
body to advise and make recommendations to the City Council on the
disposition and treatment of eligible and potentially eligible historic and
cultural resources (2.32.070).
Establishes the integration of historic and cultural resources into broader
land-use decisions.
~ www.ci.chula-vista.ca.us/City_Services/Development_Services/Planning_Building/Planning/Enviromental/
Historic_Pres.asp
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1. Poorly Defined Local Designation Criteria
• Creates the possibility for an inconsistent historic resources review
process and unpredictable outcomes.
2. Lack of Historic Resources Commission
Loss of readily available professional expertise, which increases
the threat of losing valuable historic resources significant to Chula
Vista's history.
Current duties of RCC aze multifunctional providing citizen's
advice to the City Council in the areas of energy conservation,
resource recovery, environmental quality, historic and prehistoric
site protection, and other related fields as determined by the City
Council.
3. Historic Designation Application Form
• Basic and pertinent historical information is not easily accessible
within form; such as, location map, resource type, criteria, site
photograph, and modifications.
• Lacks supplemental information; such as, bibliography, chain-of-
property title, and nominator information.
• Narrative, provided by the applicant, should supplement basic and
pertinent information identified on the application and provide
sufficient historical information and background necessary for
resource evaluation under select criteria.
4. Lack of Comprehensive City-wide Historical Survey
• Decreases knowledge of local, state, and/or national historic and
cultural resources within Chula Vista.
• Does not promote an informed decision making process.
• Increases the threat of losing Chula Vista's valuable resources.
• Increases the potential for project delays.
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5. Lack of Historical Context(s) for Designation Purposes: Themes,
Places, and Periods in Time°
• Does not provide necessary foundation for resource interpretation
and evaluation.
• Lack of integration with historical context as identified in
publications and research documents.
• Generates a lack of contextual meaning and threatens context(s)
relative to understanding Chula Vista's history.
• Increases threat of losing valuable historic and cultural resources.
• Minimizes and potentially threatens broad interpretations of
regional, state, and national history.
6. Lack of Historic Preservation Training Opportunities
• Increases loss of technical, economic, and legislative assistance
helpful in local preservation efforts.
• Increases threat of uninformed decision making process.
Lack of a Coordinated Program
• Generates duplicate and/or potentially undermines local preservation
efforts undertaken by the City and local preservation groups.
8. Inaccessibility to Demolition Permitting Information Process for
Designated Historic Properties and Potentially Eligible Properties
• Potential inconsistency between CVMC 2.32.070 Additional
Duties- Historical Protection (B) and permit and/or environmental
review process.
C. Opportunities
General Plan Update
• Add Historical Resources/Historic Preservation as a part of the Land
Use Element
• Integrate Historic Preservation and related issues into area plans,
and adopted required and optional elements; such as, Land-use
Element, Growth Management Element, Open Space and
Conservation Element (archaeology, rural), Parks and Recreation
Element, and Economic Development Element.
Historic context(s) define themes, places, and periods in time important in identifying, interpreting, and evaluating
resources. The historic context(s) establishes the foundation for resource interpretation and ultimately evaluation.
Without an identified context, a resource has no meaning. Many citywide historical surveys provide historical
contexts by providing "context statements". These statements define how a resource is going to be interpreted and
evaluated. However, it is important to note that a resource may "fit" within multiple historic contexts. The
following is an example of a historic context: theme, place, and time. A context statement that discusses the
agricultural development of Chula Vista would include extant properties/resources that were developed and/or
clearly associated with the City's orchard industry.
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2. Preservation Incentives
Examine the feasibility of historic preservation incentives; such as,
grants, recognition/acknowledgment programs, service/planning
incentives, and stewardship/volunteer/intern programs.
3. Certified Local Government Program
• Provides grant opportunities; that is, 60/40% matching grant,
workshop grants.
Provides technical assistance to Staff regarding historic and
cultural resources and the California Environmental Quality Act
(CEQA), Section 106 of the National Historic Preservation Act,
and nomination processes to state and national landmark programs.
Provides frequent technical training and workshops in Sacramento
and Los Angeles.
4. Professional Consultation and Programs
• Establish list of consultants that meet minimum professional
qualifications standards in the field of historic preservation,
architecture, and archaeology.
• Develop a list of other related specialties; such as, building
restoration and rehabilitation, painters, art glass, and window
glaziers.
• Initiate a process by which professionals (i.e. architects) will
volunteer their time to provide assistance to owners of historic
structures.
5. Historic Districts local, state, and/or national
• Identify potential geographical and thematic historic districts.
6. Citywide Historical Survey
• Expand and update citywide survey to include all resource types
including archaeology and cultural landscapes.
• Identify historic context(s) and periods of significance important to
understanding Chula Vista's development patterns.
City Website Links
Include National Register of Historic Places (NR1IP).
~ http://www.cr.nps.QOV/nr/
~ National register of historic and cultural resources
significant to our national history.
Include National Park Service (NPS) Preservation Briefs
http://www2.cr.nps.gov/tps/briefs/presbhom.htm
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Technical briefs that provide assistance to historic property
owners about how to preserve, and restore existing historic
features.
Include San Diego Historical Society (SDHS)
• http://sandieQOhistorv.org/index.html
• Countywide research archive with extensive and well-
organized historical collections.
8.
9.
Procedures and Regulatory Framework
• Develop a Historic Preservation Ordinance For the creation of an
"official" Historic Preservation Program, include procedures for
designations, demolitions, alterations, as well as define and provide
designation criteria, definitions, purpose and intent, and
staff/commission qualifications, and responsibilities.
• Amend CVMC Title 2, Chapter 2.68 (repealed by Ordinance 1928).
• Amend CVMC Title 18.54.100 for consistency with California
Public Resources Code 21084.1 as it pertains to the Califomia
Environmental Quality Act (CEQA).
• Ensure that there is consistency between the Title 19, Zoning Code
and historic preservation efforts.
City/Publicly Owned Properties
Survey publicly owned properties.
• Identify potential historic resources.
• Document identified resources.
• Evaluate identified resources.
Designate resources to local, state, or national registers.
Preserve, Maintain, Restore, or Adapt and Reuse publicly owned
historic properties.
D. THREATS
Neighborhood and Commercial Deterioration resulting from:
• Lack of maintenance.
• Residents and businesses moving and investing in newer
neighborhoods and commercial districts.
• Vandalism, trash, and graffiti.
2. Loss of Community and Neighborhood Character resulting from:
• Incompatible infill projects.
• A lack of interagency coordination and uncoordinated projects; such
as, infrastructure maintenance, and capital improvements.
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A lack of an environrnental/permit review process for potentially
eligible historic properties. (Refer to language in CVMC 2.32.070
Additional duties -Historic Protection (B)).
An outdated survey.
3. Loss of valuable Historic and Cultural Resources Significant to
Local, Regional, State, and/or National History resulting from:
• An outdated historical survey, lack of historical context(s) and periods
of significance needed to effectively evaluate resources.
• A lack of interagency coordination.
• A lack of training pertinent to understanding and evaluating resource
types.
• A lack of an environmental/permit review process for potentially
eligible historic properties. (Refer to language in CVMC 2.32.070
Additional duties -Historic Protection (B)).
• Inaccessible or insufficient documentation of designated properties.
4. Demolition of Known Historic Properties without Commission Review
resulting from:
• A lack of interagency coordination and/or unfamiliarity with CVMC
2.32.090. Historic Site Permit Process.
• Inaccessible or insufficient documentation of potential historic
resources.
• Demolition by neglect.
5. Under-informed Decision Making resulting from:
• A lack of preservation expertise.
• A lack of training opportunities for staff, commission, and community.
6. Duplicate Efforts at Local, State, and Federal Levels resulting from
• A lack of interagency coordination.
• A lack of preservation expertise.
• Uninformed decision making and constituency.
• A lack of training opportunities.
• A lack of coordination between the City and local preservation groups.
9.
PROPOSED ACTION PLAN
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Every local government in California has the authority to adopt a local ordinance applying
regulations to historic properties. However, there is no one standard "model" for what an
ordinance or historic preservation program should contain. A successful historic preservation
program should be unique to the City to which it applies and is dependent upon many factors
including the community's stage of development, number and type of historic resources,
awareness of local historic resources, and existing protection and incentives for the preservation
of historic resources. The proposed action plan attempts to address the issues raised in the
SWOT analysis and recommends to the City of Chula Vista various strategic action issues to
consider for its future preservation planning program. Since the update of Chula Vista's General
Plan is underway, the proposed action plan gives an opportunity for the City to coordinate its
historic preservation efforts with the long-term land use policies and goals of the City.
The Historic Preservation Program for the City of Chula Vista should address the following
issues. The topics are not listed in priority of need but maybe critical to future planning
operations.
1. Currently the City of A comprehensive historic Develop a preservation
Chula Vista does not have preservation policy is program with goals and
a historic preservation needed. A preservation objectives that bring together
component to their plan or ordinance clearly the objectives outlined in the
General Plan. ties historic preservation evaluation report with those of
efforts with legitimate the General Plan.
governmental functions.
2. The City of Chula Vista is The City should obtain Develop a preservation
not a Certified Local CLG status within a program based upon the
Government. reasonable amount of time. Certified Local Government
(CLG) criteria. Apply to be a
CLG once qualifications are
met.
3. Current Historic There should be a Enforce appropriate state and
Preservation in Chula predictable and consistent local legislation for the
Vista creates the historic review process. designation and protection of
possibility for an historic properties
inconsistent historic Adopt the National Register of
resources review process Historic Places criteria for
and unpredictable designation as required to
outcomes. obtain CLG status. In addition,
adopt criteria specific to local
needs.
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• ~
Provide an open application
process for nominations of
historic resources in which the
applicant/writer does not need
to meet certain qualifications
(such as a degree in history or
architectural history) to
nominate a resource. The City
should also provide literature or
workshops in order to assist the
writer in the nomination
process. Literature may
include, "How to Nominate
Your Property in the Local
Register."
Nominations shall yield
pertinent information for proper
evaluation such as historical
context, and current appearance
and condition of the property.
Owner consent is required for
private properties. Owner
consent is not required for
public properties. Opposition
by more than 50% of the
owners within a proposed
district may stop district
designation.
Once designation is completed,
it should be recorded so that
future persons associated with
the property are aware of its
designation status.
Determination of eligibility
maybe made by the applicant if
the owner does not wish the
property to be nominated.
4. The City of Chula Vista Establish an adequate and Minimum of seven (7)
does not have an adequate qualified historic members nominated by the City
and qualified preservation preservation review board. Council and appointed by the
review board. This includes the number of Mayor. The City's charter does
members, terms of not appoint anyone who resides
members, any required outside the City limits.
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CITY OF CHULA VISTA
EVALUATION OF HISTORIC PRESERVATION
members, any required
expertise that the members
must have in historic
preservation, the regularity
of meetings, naming of the
officers, and voting
procedures.
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Three (3) of the seven (7)
members to meet the Secretary
of the Interior's Qualifzcations
Standards.
• Historian
• Archaeologist
• Architectural Historian
/Art Historian
• Architect
• Historic Architect
Members at lazge may include,
but not be limited to, members
of historic interest groups,
developers, realtors, landscape
architects, and attorneys.
Meet a minimum of six (6)
times per yeaz.
Members should attain
appropriate training.
An annual report should be
prepared and submitted to the
City Council. The report shall
be a synopsis of the amount of
designations and Mills Act
applications that were
conducted.
Decisions reached should be
forwarded to the City Council
as a recommendation.
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5. The City of Chula Vista The Board/Comrnission The appointed Board/
should specify other shall also review other Commission should have
review items concerning items concerning historic authority to review some form
historic resources. resources. of physical changes that might
destroy or compromise the
historic or architectural
integrity of the designated
property or district. This may
include exterior alterations
requiring a building permit.
Attaching the review process to
procedures for building permit
application is an easy way to
assure compliance with
preservation review procedures.
The City's ordinance should be
changed to list demolition
permits as a discretionary
action for buildings that are
designated or determined
eligible for listing on the local,
state, or national register.
6. The City of Chula Vista Provide a set of standards or Broad standards, such as The
does not provide a guide principles to guide the Secretary of the Interior's
for decision making Board/Commission in Standards for the Treatment of
process regarding deciding what is proper Historic Properties may apply
historical resources. action that will not harm the to all designated properties and
historic or architectural properties within historic
character of the designated districts. When appropriate, the
or potentially eligible State Historical Building Code
historic property. should be used to provide
flexibility in required standards
for qualified historical
buildings.
More specific, Design
Guidelines may be provided to
specific architectural types or
types of structures, or specific
designated properties or
districts.
7. Appeal process from the Designation is enacted upon The City Council may review
Board/Commission should by the City Council upon the report of the Board/
be specified. the recommendation of the Commission concerning the
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~ 1 • •
Board/Commission. designation, reevaluate the
proposed designated property
or district according to the
designation standards, and shall
have discretion over whether
the property or district meets
the designation standards.
8. The City of Chula Vista Provide incentives for Currently, the Mills Act is
should provide additional historic preservation. provided for designating a
incentives. property on the local register.
Other incentives include:
• Use of the State
Historical Building
Code (SHBC).
• Conservation Easement
Programs.
• Develop a Contingent
Acquisition Fund.
• Design Assistance
a Volunteer Programs.
9. Local s^xrveys need to be There should be Develop and maintain a system
updated on a regular basis. cohesiveness of unique for the survey and inventory of
historic communities and historic properties.
neighborhoods and Update the survey every five
diversity in historic (5) years.
preservation should be Coordinate with the Office of
encouraged. Historic Preservation's (OHP)
inventory program.
Follow the Secretary of the
Interior's Standards for
Identifzcation and Evaluation.
(Refer to Appendix D)
The current resources
nominated to the City's survey
should be reassessed for the
level of integrity.
10. Provide adequate public Board/Commission Public education, outreach,
participation opportunities meetings should be open to awareness, and involvement
in the local historic the public. should be encouraged in both
preservation program. English and Spanish.
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Public can comment on
nominations to the local
register and in preservation
planning issues.
11. Continue Mills Act Satisfactorily perform the Continued participation in the
participation. responsibilities delegated to Mills Act and other incentive
it by the City. programs that the City may
pursue.
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10. PROPOSED ORGANIZATIONAL FRAMEWORK
CITY OF CHULA VISTA
Mayor
City Council
HISTORIC PRESERVATION
BOARD/COMMISSION
Historian /Architectural/Art
Architect /Historic Architect
Archaeologist
Member
Member
Member
Member
Qualified Staff to the
Some of the most important concerns in the development of a preservation program revolves
around the selection of an appropriate entity to administer and enforce the program and the
specific powers that are to be granted to that entity.
A. Composition
As indicated in the Proposed Action Plan, it is recommended that the seven (7)
Board/Commission members be nominated by the City Council and appointed by the
Mayor. The three (3) members of the Board/Commission shall meet the Secretary of the
Interior's Qualification Standards. The requirements for meeting the Secretary of the
Interior's Qualification Standards ensures that members have the necessary technical
expertise to review adequately matters before the review body.
B. Scope of Powers
Just as important as who sits on the review body is what authority that body has to
regulate land use activities. Review bodies in various communities across California
have wide-ranging responsibilities, including, but not limited to, the following:
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• Survey and identification of historically and azchitecturally significant structures
and areas;
• Designation and protection of historic resources and districts;
• Review and application for alteration, construction, or demolition of designated
properties and all structures within historic districts;
• Establishment of standards and procedures for designation of historic properties
and districts;
• Establishment of standards and procedures for designation of landmazks and
historic districts; and
• Establishment of educational activities.
It is recommended that the final decision-making authority continue to rest on the Mayor
and City Council with recommendations from the Boazd/Commission.
C. Relationship to Other Entities
A key related topic is whether authority over all preservation-related issues should be
located in one review body or dispersed among several such bodies. It is recommended
that the Preservation Board/Commission have advisory authority over designations and
permit applications, but the decision maybe appealed to the City Council.
D. Staff-Level Reviews
An important issue is the extent to which some, if any, responsibilities under the
preservation ordinance should be delegated to staff. Experience around the country
shows that it is extremely common for Preservation Boards/Commissions to delegate
authority for minor decisions to professional staff. Recommended standards should be
established to guide such delegation of authority. The general rule for such delegation of
authority is that the Preservation Boazd/Commission should not be allowed to delegate
responsibilities at random, but should be constrained by detailed provisions included in
the preservation program or in formally adopted rules and regulations that are referenced
in the preservation program.
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11. CONCLUSION
The report provides an overall evaluation of the City's existing historic preservation efforts and
identifies key tasks to be performed to attain a historic preservation program that could be
incorporated into the General Plan Update for future policy guidance.
The proposed action plan provides the City direction in developing a historic preservation
program that would provide for consistency between historic preservation and land-use policies.
The development of a historic preservation ordinance would provide clear direction for
implementing the objectives and goals for historic preservation in Chula Vista as expressed in
the General Plan. As discussed above such an ordinance should:
a. Integrate historic preservation with the goals and objectives of the general plan
b. Based on the Certified Local Government (CLG) program
c. Establish a qualified historic review board
d. Provide design guidelines for historic resources
e. Should set guidelines that follow the Secretary of Interior's Standards for the Treatment of
Historic Properties
f. Establish incentive programs for the preservation of historic resources.
g. Require a maintained system of survey and inventory of historic resources.
h. Provide opportunities for public outreach and education.
A historic preservation ordinance that includes, but may not be limited to, the above provides a
proactive method of protecting a community's character and historic resources. For a city that
has a wealth of potentially historic resources, such as Chula Vista, a proactive approach would
be beneficial.
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12. APPEI~TDIX
A. Comparative Analysis: Current Criteria for Local Designation and Designation
Procedures Matrix
B. Certified Local Government Requirements
C. Secretary of the Interior's Professional Qualification Standards
D. Secretary of the Interior's Staudards for Evaluation and Identification
E. List of Designated Historic Sites
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A. Comparative Analysis
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1. Sample City Ordinances: Current Criteria for Local Designation
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Comparative Analysis: Designation Procedures
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B. Certified Local Government
WHO WE ARE
Local governments strengthen their local historic preservation efforts by achieving Certified
Local Government (CLG) status from the National Park Service (NPS). NPS and State
governments, through their State Historic Preservation Offices (SHPOs), provide valuable
technical assistance and small matching grants to hundreds of diverse communities whose local
governments are endeavoring to keep for future generations what is significant from their
community's past. In turn, NPS and States gain the benefit of local government partnership in
the national historic preservation program. Another incentive for participating in the CLG
program is the pool of matching grant funds SHPOs set aside to fund CLG historic
preservation subgrant projects--at least 10% of the State's annual Historic Preservation Fund
(HPF) grant allocation. Grant funds are distributed through the HPF grant program,
administered by NPS and SHPOs.
PROGRAM PARTNERS
Jointly administered by NPS in partnership with SHPOs, the CLG Program is a model and cost-
effective local, State, and federal partnership that promotes historic preservation at the grassroots
level across the nation. Working closely with such national organizations as the National
Association of Preservation Commissions, the CLG program seeks: 1) to develop and maintain
local historic preservation programs that will influence the zoning and permitting decisions
critical to preserving historic properties, and 2) to ensure the broadest possible participation of
local governments in the national historic preservation program while maintaining preservation
standazds established by the Secretary of the Interior.
HOW WE HELP
The CLG Program integrates local governments with the national historic preservation program
through activities that strengthen decision-making regarding historic places at the local level.
Because local planning office staff often play key roles in CLG projects, the thread of historic
preservation becomes woven into the fabric of local land-use policy. Local governments collect
and analyze information on the location and significance of azcheological and historic properties
for use by preservation commissions and by local, county, and State agencies. Using grants
awarded by SHPOs, CLGs may produce historic theme or context studies, cultural resource
inventories, assessments of properties to determine their eligibility for local and National
Register of Historic Places designation, building reuse and feasibility studies, design guidelines
and conservation ordinances, and publications to educate the public about the benefits of historic
preservation.
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STATS
Since 1985, more than $40 million in HPF grants, has been allocated to the Certified Local
Government program; and 1,228 local governments currently participate in the program
nationwide.
CLG Funding
The more than 1,100 local governments that participate in the program are eligible to apply to
their State Historic Preservation Officer (SHPO) for grants representing a minimum often
percent of the federal funds allocated to their State. In FY 1997, the total amount of funding
CLGs received through the Historic Preservation Fund (HPF) subgrants was $3 million. An
equal amount is expected to be distributed in FY 1998.
Projects eligible for funding and the criteria used to select them are developed annually by the
SHPO. Funding decisions are made by the State not NPS.
Among the kinds of activities funded are the following: architectural, historical, archeological
surveys; oral histories; nominations to the National Register of Historic Places; staff work for
historic preservation commissions; design guidelines and preservation plans; public outreach
materials such as publications, videos, exhibits, and brochures; training for commission members
and staff; and rehabilitation or restoration of National Register listed properties.
CLG Questions & Answers
What are the Benefits of Being a CLG?
The benefits to local governments from participating in the CLG program are numerous. While
CLG grants generally represent a relatively small amount of funds, they have often been used as
seed money to attract funding from local government or other sources. Also, in many cases, the
products generated by CLG grants have provided credibility to a fledgling local historic
preservation program. Beyond being just a source of funds, the CLG program has helped
institutionalize historic preservation and give it legitimacy as a function of local government.
Since the local government staff working in the Program are often in the local planning office,
the CLG program has helped forge critical connections between historic preservation and land
use planning. Similarly, the CLG program has led to increased cooperation between local
preservationists and the State Historic Preservation Office and resulted in a strengthened
statewide preservation network.
Where does funding for CLG grants come from?
Funding for grants to Certified Local Governments comes from the Historic Preservation Fund
(HPF), a Federal grants program appropriated by the U.S. Congress and administered by the
National Park Service (NPS), which provides financial support to State Preservation Offices
(SHPOs). Under the provisions of the National Historic Preservation Act, as amended, SHPOs
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CITY OF CHULA VISTA
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aze required to award at least 10% of their annual HPF monies to CLGs in their State. (Some
States have additional State funds for CLGs)
What types of projects are eligible for CLG funding?
HPF grants to Certified Local Governments have funded a wide variety of local historic
preservation projects. Projects eligible for funding and the criteria used to select them are
developed yearly by each SHPO. CLG project types that have been funded include the
following:
• architectural, historical, azcheological surveys, and oral histories
• preparation of nominations to the National Register of Historic Places
• reseazch and development of historic context information
• staff work for historic preservation commissions, including designation of properties
under local landmark ordinances
• writing or amending preservation ordinances
• preparation of preservation plans
• publication information and education activities
• publication of historic sites inventories
• development of publication of walking/driving tours
• development ofslide/tape shows, videotapes
• training for commission members and staff
• development of architectural drawings and specifications
• preparation of facade studies or condition assessments
• rehabilitation or restoration of properties individually listed in the National Register of
Historic Places or contributing to a National Register historic district
What other criteria govern whether a local historic preservation project is eligible for
funding?
There are two other factors: all CLG grants must result in a completed, tangible product and/or
measurable result; and all must be carried out in accordance with the applicable Secretary of the
Interior's Standards for Archeology and Historic Preservation (a copy may be obtained from the
SHPO).
How much money is there in a CLG grant?
The amount of money in a CLG grant must be large enough to have tangible results. Otherwise,
there are no specific Federal requirements regarding the amount of money SHPOs make
available in individual. grants to CLGs. Consequently, the dollar amount of the grant depends
primarily on the funding policy set by each SHPO. Some States try to award a grant to each CLG
in the State every year. In general, the dollar amount of grants in these States tend to be small,
particularly if there aze numerous CLGs. On the other hand, other States award relatively few but
larger grants. On a nationwide basis, CLG grants in 2001 ranged in size from $500 to $60,000.
Do CLG grants require a Snancial contribution from the CLG?
In most states, CLG grants aze matching grants, i.e. recipients must provide a certain amount of
cash or in-kind services to be used in carrying out the grant project. Each SHPO determines how
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much, if any, match is to be required. In most States, a 50/50, or "dollaz-for-dollar" match is
required. This means that for every dollaz received the recipient must provide a matching dollar
in services, cash, or volunteer hours, as specified by State policy. (See "How can the grant be
matched?" below for more information.)
How do SHPOs notify CLGs of the availability of CLG grants?
SHPOs makes an annual mailing to each CLG, and each local government whose application for
certification is pending, notifying them of the availability of CLG grant funds. Potential CLG
applicants are informed of the total amount of funds available. State priorities for funding,
criteria to be used in selecting proposals to be funded (see below), a deadline for submitting
requests, and a written description of what must be included in applications for CLG grants.
What are the application procedures?
Although application procedures and time frames vary from State to State, in general, the SHPO
solicits grant proposals from its CLGs in the Fall. Applicants then submit a Grant Application (or
Subgrant or Project Proposal), which describes the project and why it is needed, how the project
is to be carried out and what its goals are, who will be doing the proposed work and their
professional qualifications, aproposed budget and project schedule, and the specific products to
be generated by the project. Applications are generally due at the end of the calendar year.
Contact your SHPO and the specific deadlines in your State. (Applicants should also determine
what local procedures and requirements, if any, must be satisfied prior to submitting a CLG grant
application.)
Who decides which applications are funded?
Each SHPO sets its own funding priorities. In some States, greater weight maybe given to one
type of a project over another. Among the factors typically used to rate grant proposals are
compatibility with the broad goals of the SHPO, urgency of the project, significance of the
historic properties, geographic distribution of grant funds, education and public awareness
potential, and the administrative and financial management capability of the applicant.
On what grounds may SHPOs decline to fund an individual CLG grant request?
CLG grants aze competitive. While all CLGs are entitled to submit proposals, not all may get
funding. SHPOs may decline to fund a proposal that does not adequately address the State's
funding priorities, meet its selection criteria, have access to necessary professionals, or be
achievable within the time period allowed or the budget proposed. However, States must base
grant award decisions on the selection criteria included in the application instructions and notice
of grant availability. Additionally, SHPOs may choose not to fund a proposal if they have reason
to believe that the applicant does not have the necessary experience or financial resources to
cant' out the project or has not performed satisfactorily on a previous CLG grant.
When are proposals selected?
While time frames vary, successful applicants usually receive notification in the Spring that their
proposal will be funded. In some States, recommendations about which proposals should receive
funding by the professional staff of the SHPO must be approved by the State Review Board or
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the State Historical Commission. An agreement between the SHPO and the CLG stipulating the
terms of the grant is generally signed in the Spring or Summer.
When can work begin?
Applicants for CLG funds must wait until the grant agreement between the SHPO and the CLG's
chief elected local official, or his or her legal representative, is signed before starting work on
any project. Unless specifically authorized in writing by the SHPO, costs incurred prior to
execution of the written agreement will not be paid.
How long does the grant last?
The schedule for completing the project will be outlined in the grant agreement. Most CLG grant
projects are completed within 9 to 18 months. Projects undertaken with CLG grant funds must be
completed in no more than two years from October 1, the start of the Federal fiscal year of the
year the funds are appropriated by Congress. Since the grant agreement usually is not signed
until the Spring after the start of the Federal fiscal year (depending upon when Congress makes
its appropriation), there is usually less than two years in which to complete the work. Multi-year
projects require applying for separate grants in successive years and performing the work in
phases.
Can the time be extended?
If circumstances outside of the control of the CLG make the terms of the grant agreement
unachievable, the agreement may be modified or cancelled by mutual agreement between the
SHPO and the CLG. For example, if inclement weather interferes with field survey and prevents
completion of the work specified in the grant agreement within the time period stipulated, a
limited time extension maybe granted or the scope of work and budget amended. However,
extensions may not stretch the grant period beyond the two-year limit on the expenditure of HPF
monies. (See question above.)
When are the grant funds actually transferred to the CLG?
Most CLG grants are reimbursable grants. CLGs must first pay the project costs and then submit
a request to the SHPO for reimbursement. Consequently, the CLG must have enough money
"up-front" to be able to carry the project (including paying contractors) until it gets reimbursed.
CLGs should learn the requirements and timing of the State's reimbursement procedures before
the project begins.
Does the CLG have to complete the project before being reimbursed?
Not always. Depending on the type ofproject funded, many SHPOs allow CLGs to submit
reimbursement claims on an interim "milestone achieved" basis.
Why is matching share required?
In establishing a partnership between Federal, State, and local governments, the National
Historic Preservation Act requires that HPF grants be matching grants. Underlying this
requirement is the need For each of the partners to share the costs of historic preservation.
Matching grants ensure that there is strong State and local commitment to projects and result in
more historic preservation work being performed than if Federal funds alone were involved.
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How can the grant be matched?
Grants ean be matched in two ways: in cash or through in-kind services (often called "soft
tnatch") necessary to achieve the required product. Generally, CLGs can combine these two
types of match to meet the total amount required. Match requirements, however, vary by State.
Can the time spent by CLG staff on the project be counted as match?
Yes. In most States, work on the project performed by the staff of the local government is
considered part of the overall cost of the project and can be counted as part of the CLG's match.
Copies of time sheets and payroll printouts are required as documentation of employee time
devoted to the project. CLGs must include staff time in the project budget, like any other cost, if
they plan to claim it as match.
Can the services of volunteers be counted as in-kind match?
Yes. Many States allow services provided by volunteers, both professional and nonprofessional,
to be counted as match by CLGs. The work performed by volunteers must be a necessary part of
achieving the products expected from the project and cannot be more than half its total cost.
When uas match, how are volunteer services valued?
In order to claim volunteer services as in-kind match, CLGs must first establish the rate of pay
for the type of work performed by the volunteers. Often SHPO pay scales establish the maximum
rate allowe3 for professionals. If a volunteer performs services outside his or her profession, the
volunteer time must be valued at the Federal minimum wage rate (for example, an archeologist
stuffing envelopes would be valued at minimum wage rate). Also, as evidence that volunteers
contributed to the project, time records documenting each volunteer's time must be submitted to
the State.
If a CLG chooses not to count volunteer services as match, does it still have to provide time
records?
No. In most States, documentation of volunteer time spent on a project is only required when the
CLG wishes this contribution to count as part of its matching share.
What other types of in-kind services can be counted as match?
Most States allow CLGs to claim as match in-kind services such as supplies (i.e., paper or film),
developing photographs, photocopying, office rent, clerical support, or certain administrative
costs when these aze donated to the project by either the local government or a third party. When
a CLG chooses to count these supplies or services as match, documentation is required. If grant
funds could have been used to pay for a particular item had it not been donated, then the
donation will usually be allowable as a matching share contribution.
What sort of reports must be turned in?
Progress reports are usually required on an interim basis. These reports must include a
description of what has actually been accomplished and spent to date. SHPOs set the format for
these reports and require preliminary products, as appropriate. A final project report is also
required upon completion of the grant.
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What sort of procedures must be followed when a local government uses CLG grant funds
to pay for consultants or contractors?
Hiring consultants or contractors to perform part of the project must be done in accordance with
acceptable State-established competitive procurement procedures compatible with Federal
requirements (and with whatever local procedures apply). Frequently, existing State and local
government procedures that meet these requirements are used. A certain number of qualified
firms or individuals must be contacted to ensure a fair, open, and competitive selection process.
Generally, at least three price quotations or bids must be obtained and the process must be
documented. Architects, historians, or other professionals must meet qualification standards set
by NPS. Selection may be based on experience, qualifications and cost, rather than cost alone. In
many States, the SHPO requires that the CLG consult with it before consultants or contractors
are selected.
Can CLG grant funds be used to buy supplies or equipment?
Yes. Most local, State, and Federal regulations require price comparisons and a competitive
selection process in purchasing equipment, negotiating a lease, or procuring nonprofessional
services. Generally, State and local procurement regulations apply. Some SHPOs require
grantees to request prior approval for purchases greater than $500 in value.
How long must records on grant expenditures be kept?
The grant agreement usually specifies records requirements. Documentation relating to the fiscal
aspect of any grant project usually must be kept for a minimum of three years after the date of
receipt of the last payment (i.e. reimbursement under a CLG grant), or until an audit for the grant
period is accepted.
Where can I find additional information on CLG grants?
Your SHPO can answer any questions you might have. Many SHPOs have a grants manual
describing the procedures used in that State for applying for and administering CLG grants
(including any additional State requirements beyond those described in this brochure).
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C. Secretary of the Interior's Professional Qualification Standards
The following requirements are those used by the National Pazk Service, and have been
previously published in the Code of Federal Regulations, 36 CFR Part 61. The qualifications
define minimum education and experience required to perform identification, evaluation,
registration, and treatment activities. In some cases, additional areas or levels of expertise may
be needed, depending on the complexity of the task and the nature of the historic properties
involved. In the following definitions, ayear of firll-time professional experience need not
consist of a continuous year offull-time work but maybe made up of discontinuous periods of
full-time or part-time work adding up to the equivalent of ayear offull-time experience.
History
The minimum professional qualifications in history are a graduate degree in history or closely
related field; or a bachelor's degree in history or closely related field plus one of the following:
1. At least two years offull-time experience in research, writing, teaching, interpretation, or
other demonstrable professional activity with an academic institution, historic
organization or agency, museum, or other professional institution; or
2. Substantial contribution through research and publication to the body of scholarly
knowledge in the field of history.
Archeology
The minimum professional qualifications in archeology are a graduate degree in archeology,
anthropology, or closely related field plus:
1. At least one year offull-time professional experience or equivalent specialized training in
archeological reseazch, administration or management;
2. At least four months of supervised field and analytic experience in general North
American archeology, and
3. Demonstrated ability to carry research to completion.
In addition to these minimum qualifications, aprofessional in prehistoric archeology shall have
at least one year offull-time professional experience at a supervisory level in the study of
archeological resources of the prehistoric period. A professional in historic archeology shall have
at least one year offull-time professional experience at a supervisory level in the study of
archeological resources of the historic period.
Architectural History
The minimum professional qualifications in architectural history are a graduate degree in
azchitectural history, art history, historic preservation, or closely related field, with coursework in
American architectural history, or a bachelor's degree in architectural history, art history, historic
preservation or closely related field plus one of the following:
1. At least two years offull-time experience in reseazch, writing, or teaching in American
architectural history or restoration azchitecture with an academic institution, historical
organization or agency, museum, or other professional institution; or
2. Substantial contribution through research and publication to the body of scholarly
knowledge in the field of American architectural history.
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Architecture
The minimum professional qualifications in architecture are a professional degree in azchitecture
plus at least two yeazs of full-time experience in architecture; or a State license to practice
architecture.
Historic Architecture
The minimum professional qualifications in historic architecture are a professional degree in
architecture or a State license to practice architecture, plus one of the following:
1. At least one year of graduate study in architectural preservation, American architectural
history, preservation planning, or closely related field; or
2. At least one year of full-time professional experience on historic preservation projects.
Such graduate study or experience shall include detailed investigations of historic structures,
prepazation of historic structures research reports, and preparation of plans and specifications for
preservation projects.
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D. Secretary of the Interior's Standards for Evaluation and Identification
SECRETARY OF THE INTERIOR'S STANDARDS FOR EVALUATION
Evaluation is the process of determining whether identified properties meet defined criteria of
significance and therefore should be included in an inventory of historic properties determined to
meet the criteria. The criteria employed vary depending on the inventory's use in resource
management.
Standard I. Evaluation of the Significance of Historic Properties Uses Established Criteria
The evaluation of historic properties employs criteria to determine which properties are
significant. Criteria should therefore focus on historical, architectural, archeological, engineering
and cultural values, rather than on treatments. A statement of the minimum information
necessary to evaluate properties against the criteria should be provided to direct information
gathering activities.
Because the National Register of Historic Places is a major focus of preservation activities on the
Federal, State and local levels, the National Register criteria have been widely adopted not only
as required for Federal purposes, but for State and local inventories as well. The National
Historic Landmazk criteria and other criteria used for inclusion of properties in State historic site
files are other examples of criteria with different management purposes.
Standard II. Evaluation of Significance Applies the Criteria Within Historic Contexts
Properties are evaluated using a historic context that identifies the significant patterns that
properties represent and defines expected property types against which individual properties may
be compared. Within this comparative framework, the criteria for evaluation take on particular
meaning with regard to individual properties.
Standard III. Evaluation Results in A List or Inventory of Significant Properties That Is
Consulted In Assigning Registration and Treatment Priorities
The evaluation process and the subsequent development of an inventory of significant properties
is an on-going activity. Evaluation of the significance of a property should be completed before
registration is considered and before preservation treatments aze selected. The inventory entries
should contain sufficient information for subsequent activities such as registration or treatment of
properties, including an evaluation statement that makes clear the significance of the property
within one or more historic contexts.
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Standard IV. Evaluation Results Are Made Available to the Public
Evaluation is the basis of registration and treatment decisions. Information about evaluation
decisions should be organized and available for use by the general public and by those who take
part in decisions about registration and treatment. Use of appropriate computer-assisted data
bases should be a part of the infonnation dissemination effort. Sensitive information, however,
must be safeguarded from general public distribution.
SECRETARY OF THE INTERIOR'S STANDARDS FOR IDENTIFICATION
Identification activities are undertaken to gather information about historic properties in an area.
The scope of these activities will depend on: existing knowledge about properties; goals for
survey activities developed in the planning process; and current management needs.
Standard I. Identification of Historic Properties Is Undertaken to the Degree Required To
Make Decisions
Archival research and survey activities should be designed to gather the information necessary to
achieve defined preservation goals. The objectives, chosen methods and techniques, and
expected results of the identification activities are specified in a research design. These activities
may include archival research and other techniques to develop historic contexts, sampling an
area to gain a broad understanding of the kinds of properties it contains, or examining every
property in an area as a basis for property specific decisions. Where possible, use of quantitative
methods is important because it can produce an estimate, whose reliability may be assessed, of
the kinds of historic properties that may be present in the studied area. Identification activities
should use a search procedure consistent with the management needs for information and the
character of the area to be investigated. Carefixl selection of methods, techniques and level of
detail is necessary so that the gathered information will provide a sound basis for making
decisions.
Standard II. Results of Identification Activities Are Integrated Into the Preservation
Planning Process
Results of identification activities are reviewed for their effects on previous planning data.
Archival research or field survey may refine the understanding of one or more historic contexts
and may alter the need for additional survey or study of particular property types. Incorporation
of the results of these activities into the planning process is necessary to ensure that the planning
process is always based on the best available information.
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Standard III. Identification Activities Include Explicit Procedures for Record-Keeping and
Information Distribution
Information gathered in identification activities is useful in other preservation planning activities
only when it is systematically gathered and recorded, and made available to those responsible for
preservation planning. The results of identification activities should be reported in a format that
summarizes the design and methods of the survey, provides a basis for others to review the
results, and states where information on identified properties is maintained. However, sensitive
information, like the location of fragile resources, must be safeguazded from general public
distribution.
4
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E. List of Designated Historic Sites
CITY
SITE HISTORIC COMMON RCC COUNCIL SITE
NO. ADDRESS NAME NAME RECOM APP. PERMIT
1 699 E St. Site of Greg 7/28/87 No
Rogers House
2 3 North Second Ave. James Buhner Blumer House 7/28/87 No
House
3 210 Davidson St. Alfred Haines Handel Cordrey 7/28/87 No
House House
4 666 Third Ave. Our House Orchard House 7/28/87 No
5 276 F St. First 7/28/87 No
Congregational
Church
6 525 F St. James Johnson James Johnson 7/28/87 No
House House
7 669 Del Mar Ave. George El Nido 7/28/87 No
Worthington
House
8 671 Fourth Ave. William Haines Seaman Haines 7/28/87 No
House House
9 21 F St. Reginald Vaughn Augusta Starkley 7/28/87 No
House House
10 613 Second Ave. Byron Bronson Byron Bronson 7/28/87 No
House House
11 640 Fifth Ave. Engebretson- Stafford House 7/28/87 No
Stafford House
12 357 G St. Chula Vista 5/7/84 5/22/84 No
Women's Club
13 264 I St. Clara Smith House Four Seasons Day 7/28/86 7/28/87 No
Care Cen[er (M)
14 617 Del Mar Frances Fisher Glen Roberts 7/28/86 7/28/87 No
House House (M)
15 630 Del Mar George Rife House Rosemary Bullen 7/28/86 7/28/87 No
House (M)
16 30 F St. Herbert Bryant Michael Carsn 8/4/86 7/28/87 No
House House
17 50 F St. Herman Ho[el William Smith 8/4/86 7/28/87 No
Carriage House House
18 54 F St. W.J.S. Browne William Browne 8/4/86 7/28/87 No
House House
19 88 L St. San Diego Country San Diego Country 8/4/86 7/28/87 No
Club Club
20 62 Cook Court Hazel Goes Cook Hazel Goes Cook 8/4/86 7/28/87 No
House House
21 89 Country Club Dr. Theodore Thursten Theodore Thursten 8/4/86 7/28/87 No
House House
22 344 Hill[op Dupree-Gould Gould House 8/4/86 7/28/87 No
House
23 170 Cypress L.G. Spring House Ruth Weatherbie 8/18/86 7/28/87 No
House (M)
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CITY
SITE HISTORIC COMMON RCC COUNCIL SITE
NO. ADDRESS NAME NAME RECOM APP. PERMIT
24 34 Davidson Carl Boltz House Mary Boltz House 8/18/86 7128/87 No
25 124 Hilltop Leo Christy House Leo Christy House 8/18/86 7/28/87 No
(M)
26 151 Landis Albert Barker Abraham Eitzen 8/18/86 7/28/87 No
House House (M)
27 209 D St. Nancy Jobes Marcos Carver 8/18/86 7/28/87 No
House House
28 503 G St. Kindergarten Old Kindergarten 8/18/86 * No
Building Building
29 511 G St. San Diego County Insectary Building 8/18/86 7/28/87 No
Insectary
30 44 North Second Edwazd Gillette Mazcella Darling 8/18/86 7/28/87 No
Ave. House House
31 301-305 Third Ave. Melville Block Security Trust 8/I 8/86 7/28/87 No
Bank Building
32 410 Church Elmer Mikkelson Rex Budel House 8/25/86 7/28/87 No
House
33 665 Del Mar Mary Mill House Mary Miller House 8/25/86 * No
34 374 Roosevelt St. 8/25/86 7/28/87 No
35 155 G St. Mrs. B.K. Maude The Boarding 8/25/86 7/28/87 No
House House
36 33 I St. Robert Mueller Celia Flynn House 8/25/86 7/28/87 No
House
37 379 J St. Evelyn Haines Theodore Curtis 8/25/86 7/28/87 No
House House
38 435 First Ave. William Sallmon William Smith 8/25/86 7/28/87 No
House House
39 320 Second Ave. Allison Crocket Allison Crocket 8/25/86 7/28/87 No
House House
40 10 Second Ave. Lucious Wright Lucious Wright 8/18/86 7/28/87 No
House House
41 614 Second Ave. Nadine Davies Lee Burch House 7/28/86 7/28/87 Yes
House
42 616 Second Ave. Greg Rogers Greg Rogers House 7/28/86 7/26/87 Yes
House
43 642 Second Ave. Garrettson-Frank Frank House 7/28/86 7/28/87 No (Yes) ??
House
44 644 Second Ave. Jennie MacDonald Jean McCall House 7/28/86 7/28/87 **
House
45 311 D St. Frank Damren Margaret Cameron No
House House
46 Rohr Manor 8/25/86 7/28/87 Yes
47 200 K St. Edmund Russ 7/2/01 9/25/01 No
House
48 224 Fig George Steese 10/15/Ol 12/4/01 No
House
49 279 J St. Victory Day House 12/3/01 12/11/01 No
50 466 E St. The Galligan 12/3/01 1/22/02 No
House
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CITY
SITE HISTORIC COMMON RCC COUNCIL SITE
NO. ADDRESS NAME NAME RECOM APP. PERMIT
51 292 Sea Vale Harold Payton 4/15/02 6/11/02 No
House
52 209I St. Summer-Lee 4/29/02 6/11/02 No
House
53 190 K St. Erle Halliburton 4/15/02 6/] ]/02 No
House
54 475 E St. William Drew 6/3/02 8/6/02 No
House
55 840 First Mary Drew House 6/3/02 8/6/02 No
56 462 E St. Cleaton Robertson 7/1/02 8/6/02 No
House
57 692 Second Ave. Percy Sprague Owners rescinded 9/30/02
Eustis House their application
10/2002.
58 7 Cres[a Way Hadlye Johnson 8/19/02 9/17/02 No
House
59 415 Hilltop Southern Beauty 8/19/02 9/17/02 No
60 616 Del Mar Edwin T. Smith Sr. 8/19/02 9/17/02 No
House
61 382/384 Del Mar The First Woman's 8/19/02 9/17/02 No
Clubhouse
62 475 E St. The William Ada 9/30/02 11!19/2002 No
Monroe House
* Owners submitted letters to the City Council at the 7/28/87 meeting requesting no designation.
** The Historical Site Permit was originally imposed by City Council on 7/28/87, but was later
removed by City Council on 12/20/94 by request of the property owner.
~(~
Chula Vista Ad Hoc Historic Preservation Committee Mission Statement
The Mission of the Ad Hoc Historic Preservation Committee is to develop a strategic
plan for historic preservation in Chula Vista that will foster cohesiveness between historic
preservation and other land use policies and that will preserve elements of important
periods in Chula Vista history and that will honor individuals that have played a
significant role in the cultural, social, economic and architectural history.
Create a state of the art historic preservation program that recognizes and
preserves integrity of structures and sites and is fully implementable.
Address values and principles of historic preservation and refine values according
to Chula Vista wishes, feelings.
Honor contributions of individuals who have played significant roles locally,
regionally, and nationally.
GOALS AND OBJECTNES TO ACCOMPLISH THE MISSION:
GOAL 1:
Elevate Historic Preservation to an element of the Genera] Plan Update (Coordinate with
Land Use Element of the General Plan)
Establish Parameters for new City-Wide Survey of Historic Resources
Identify/Locate Historic Features
Examine Feasibility and positive and negative aspects of Chula Vista becoming a
CLG.
Rewrite/Expand City's ordinance on historic Preservation (make clear distinctions
between historic designation and historic site permit process. Review the cun•ent
historic site permit process.
Promote development that is compatible with historic resources
Promote interpretative and commercial potential of publicly accessible historic
resources.
GOAL 2:
Create a predictable and consistent historic review process:
Define which approach to historic preservation fits the needs of Chula Vista:
Voluntary vs. Involuntary. (Owner Consent Vs. Non-Owner Consent)
Create clear and specific designation criteria that will support the long-term needs
of Chula Vista.
Develop a thorough inventory of historic resources. (Update existing inventory to
include Montgomery and other areas excluded from the 1985 survey.)
GOAL 3:
/G - 57
Communicate and educate the public on historic preservation issues.
develop a "heritage-tourism" program (historic preservation and tourism factor)
Promote the Library as a resource-as holder of City information, azchivist,
research etc.
Expand historic museum as resource catalyst and City attraction
GOAL 4:
Develop/Implement and educate the public on incentive programs (i.e. Mills Act)
GOAL 5/6:
Maintain cohesiveness of unique historic communities and neighborhoods; Encourage
diversity in historic preservation. (not only an "Anglo" effort)
make a plan to preserve sites and maintain interest of City Public Works (i.e.
street, sidewalks, fountain at Women's Club) (Maintain infrastructure surrounding
storic sites)
Do not put undue burdens on older and/or low-income residents.
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