R 4531 RESOLUTION NO. 4531
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF ARROYO GRANDE ESTABLISHING THE MILLS ACT
HISTORIC RESOURCE PROTECTION TAX INCENTIVE
PROGRAM
WHEREAS, on June 4, 2013, the Planning Commission recommended adoption of an
Ordinance adding subsection "G" to Section 16.16.135 of the Arroyo Grande Municipal
Code relating to the enactment of Mills Act Historical Property Contracts ("Mills Act
Contracts") for property tax relief and for the protection of historic properties; and
WHEREAS, Subsection 16.16.135.G specifically allows owners of qualified historic
resources to apply for Mills Act Contracts with the City; and
WHEREAS, the Mills Act, codified at Government Code Section 50280 et seq.,
encourages the preservation, restoration, rehabilitation, and maintenance of historic
properties in accordance with the Secretary of the Interior's Standards for the Treatment
of Historic Properties; and
WHEREAS, the Mills Act permits cities to enter into Mills Act Contracts with owners of
qualified historic properties to protect and maintain their properties in exchange for the
County Assessor assessing their property at a lower property tax rate by utilizing a
formula established by the State of California; and
WHEREAS, the City Council finds and determines that entering into Mills Act Contracts
is an incentive for owners of designated historic properties to preserve, rehabilitate,
restore and maintain those properties; and
WHEREAS, the City Council further finds that the protection of these properties will
support the goals and objectives in the Land Use Element of the City General Plan
concerning the preservation of historically significant properties; and foster economic
incentives to protect properties of historic significance; and
WHEREAS, the City Council hereby desires to establish procedures for the enactment
of a Mills Act Historic Resource Protection Tax Incentive Program (Mills Act Program);
and
WHEREAS, the Community Development Director has determined that establishment
of a Mills Act Program is not a "project" as defined by Section 15378 of the California
Environmental Quality Act as it applies to existing development and does not have the
potential to result in a direct physical change in the environment.
RESOLUTION NO. 4531
PAGE 2
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Arroyo Grande
hereby adopts the Mills Act Program set forth in Exhibit "A", attached hereto and
incorporated herein by this reference.
NOW, THEREFORE, BE IT FURTHER RESOLVED that this Resolution shall become
effective on the effective date of Ordinance No. 654.
On motion by Council Member Ray, seconded by Council Member Guthrie, and by the
following roll call vote to wit:
AYES: Council Members Ray, Guthrie, Brown, and Mayor Ferrara
NOES: None
ABSENT: Council Member Costello
the foregoing Resolution was adopted this 25th day of June 2013.
RESOLUTION NO. 4531
PAGE 3
1
TONY F MAYOR
ATTEST:
KELLY T RE, CITY CLERK
APPROVED AS TO CONTENT:
STEV N ADAMS, CITY MANAGER
APPROVED AS TO FORM:
TI THY J. EL, CITY ATTORNEY
RESOLUTION NO. 4531
PAGE 4
EXHIBIT "A"
The City Council hereby establishes the Mills Act Historic Resource Preservation Tax
Incentive Program, allowing up to five (5) historic properties to be included in the
program annually, subject to the following requirements:
A. Application Requirements.
1. Application. A property owner shall complete an application form provided
by the Community Development Director. The application shall include,
but not be limited to, the following: (a) historic property description; (b)
detailed proposed preservation work plan narrative that describes the
improvements, maintenance and preservation over the life of the contract;
(c) grant deed and property ownership statement; (d) estimated property
tax savings; (e) estimated cost of improvements and estimated timing for
completion of the improvements; (f) photographs of the property and any
other information requested by the Community Development Director.
2. Fees. The City may charge a fee to recoup all Mills Act Contract
processing and administrative costs.
3. City Review and Historic Resources Commission recommendation. Once
the application is complete, the Community Development Director will
request that the Historic Resources Commission review the application
and make recommendations to the City Council on the merits of the
proposed application. The Historic Resources Commission may propose
modifications to the work plan as it deems necessary.
4. City Council Action. The Community Development Director shall request
City Council consideration of the Mills Act Contract. The City Council may
in its sole and absolute discretion authorize the execution of the Mills Act
Contract.
B. Provisions in Mills Act contracts.
1. All Mills Act Contracts shall comply with the provisions listed in the Mills
Act, which include, but are not limited to, the following:
a. The term of the Mills Act Contract shall be for a minimum of ten years.
b. For the preservation of the historical property and, when necessary, to
restore and rehabilitate the property, the owner must conform to the
rules and regulations of the Office of Historic Preservation of the
Department of Parks and Recreation, the United States Secretary of
the Interior's Standards for Rehabilitation, and the State Historical
Building Code.
c. The owner shall agree to an inspection of the exterior, and when
applicable, the interior of the premises by the City, County, or City and
County, prior to a new Mills Act Contract, and every five years
thereafter, to determine the owner's compliance with the Mills Act
contract.
RESOLUTION NO. 4531
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d. The Mills Act Contract shall be binding upon, and inure to the benefit
of, all successors in interest of the owner. A successor in interest shall
have the same rights and obligations under the Mills Act Contract as
the original owner who entered into the Mills Act Contract.
e. Each Mills Act Contract shall provide that on the anniversary date of
the contract or such other annual date as is specified in the Mills Act
Contract, a year shall be added automatically to the initial term of the
Mills Act Contract unless notice of nonrenewal is given as provided
under the Mills Act.
f. No later than twenty days after the City enters into a contract with an
owner, the City Clerk shall record with the County Recorder a copy of
the Mills Act Contract.
C. Mills Act Contract.
The Community Development Director shall maintain a current form Mills Act
Contract, which will include all of the provisions specified by State law.
SAMPLE CONTRACT
HISTORIC PROPERTY MILLS ACT CONTRACT BETWEEN THE CITY OF ARROYO
GRANDE AND THE OWNER OF THE HISTORIC PROPERTY LOCATED AT
, IN THE CITY OF ARROYO GRANDE AND COUNTY OF SAN
LUIS OBISPO, STATE OF CALIFORNIA
This historic property Mills Act contract (hereinafter referred to as the "Contract"), is
made and entered into this day of , 2013, by and between the City of
Arroyo Grande, a municipal corporation (hereinafter referred to as the "City"), and
(Hereinafter referred to as "Owner"), and collectively
referred to as the "parties."
Section 1. Description of Preservation Measures. The Owner, Owner's heirs, or
assigns hereby agrees to undertake and complete, at their expense, the preservation,
maintenance, and improvement measures described in the work plan set forth in
"Exhibit A" attached hereto.
Section 2. Effective Date and Term of Contract. This Contract shall be effective and
commence upon recordation and shall remain in effect for an initial term of ten (10)
years thereafter. Each year upon the anniversary of the Contract's effective date, such
initial term will automatically be extended as provided in California Government Code
Section 50280 et. seq. and in Section 3, below, unless notice of nonrenewal is given as
provided in Section 50280.
RESOLUTION NO. 4531
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Section 3. Agreement Renewal and Non-renewal.
A. Each year on the anniversary of the effective date of this Contract (hereinafter
referred to as "annual renewal date"), a year shall automatically be added to
the initial term of this Contract unless written notice of nonrenewal is served
as provided herein.
B. If the Owner or the City desires in any year not to renew the Contract, the
Owner or the City shall serve written notice of nonrenewal of the Contract on
the other party. Unless such notice is served by the Owner to the City at least
ninety (90) days prior to the annual renewal date, or served by the City to the
Owner at least sixty (60) days prior to the annual renewal date, one (1) year
shall automatically be added to the term of the Contract as provided herein.
C. Upon receipt by the Owner of a notice of nonrenewal from the City, the Owner
may make a written protest of the notice. The City may, at any time prior to
the annual renewal date, withdraw its notice to the Owner of nonrenewal.
D. If either the City or the Owner serves notice to the other party of nonrenewal
in any year, the Contract shall remain in effect for the balance of the term
then remaining.
Section 4. Standards and Conditions. During the term of this Contract, the historic
property shall be subject to the following conditions:
A. Owner agrees to preserve, maintain, and, where necessary, restore or
rehabilitate the property to conform to the rules and regulations of the Office
of Historic Preservation of the Department of Parks and Recreation, the
United States Secretary of the Interior's Standards for Rehabilitation, the
State Historical Building Code, and the work plan described in Exhibit A, to
the satisfaction of the Community Development Director or his designee.
B. The Community Development Director shall be notified by the Owner of
changes to character-defining exterior features prior to their execution, such
as major landscaping projects and tree removals, exterior door or window
replacement, repainting, remodeling, or other exterior alterations requiring a
building permit. The Owner agrees to secure all necessary City approvals
and/or permits prior to changing the building's use or commencing
construction work.
C. Owner agrees to an inspection of the exterior and if applicable, the interior of
the premises by the City, County, or City and County, prior to a new Contract,
and every five years thereafter, to determine the Owner's compliance with the
Contract.
D. Owner agrees that property tax savings resulting from this Contract shall be
used for property maintenance and improvements as described in Exhibit A.
E. The following are prohibited: demolition or partial demolition of the historic
property; exterior alterations or additions not in keeping with the standards
RESOLUTION NO. 4531
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listed above; dilapidated, deteriorating, or unrepaired structures such as
fences, roofs, doors, walls, windows; outdoor storage of junk, trash, debris,
appliances, or furniture visible from a public way; or any device, decoration,
structure, or vegetation that is unsightly due to lack of maintenance or
because such feature adversely affects, or is visually incompatible with, the
building's recognized historic character, significance, and design as
determined by the Community Development Director.
Section 5. Furnishing of Information. The Owner agrees to furnish any and all
information requested by the City that may be necessary or advisable to determine
compliance with the terms and provisions of this Contract.
Section 6. Cancellation.
A. The City, following a duly-noticed public hearing by the City Council as set
forth in Government Code Section 50285, may cancel this Contract if it
determines that the Owner has breached any of the conditions of this
Contract or has allowed the property to deteriorate to the point that it no
longer meets the standards for a qualified historic property; or if the City
determines that the Owner has failed to preserve, maintain, or rehabilitate the
property in the manner specified in Section 4 of this Contract. If a Contract is
cancelled because of failure of the Owner to preserve, maintain, and
rehabilitate the historic property as specified above, the Owner shall pay a
cancellation fee to the State Controller as set forth in Government Code
Section 50286, which states that the fee shall be 12 1/2 % of the current
market value of the property, as determined by the County Assessor, without
regard to any restriction imposed with this Contract.
B. If the historic property is acquired in whole or in part by eminent domain or
other acquisition by any entity authorized to exercise the power of eminent
domain, and the City Council determines that the acquisition frustrates the
purpose of the Contract, the Contract shall be cancelled and no fee imposed,
as specified in Government Code Section 50288.
Section 7. Enforcement of Contract. If the City determines that the Owner has
breached any of the conditions provided for in this Contract or has allowed the property
to deteriorate to the point that it no longer meets the standards for a qualified historic
property, the City may bring an action in court necessary to enforce the Contract,
including, but not limited to, an action to enforce the Contract by specific performance or
injunction.
Section 8. Binding Effect of Contract. This Contract will be binding upon, and inure to
the benefit of, all successors in interest of the Owner. A successor in interest shall have
the same rights and obligations under the Contract as the original Owner who entered
into the Contract.
RESOLUTION NO. 4531
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Section 9. Notice. Any notice required by the terms of this Contract shall be sent to the
address of the respective parties as specified below or at other addresses that may be
later specified by the parties hereto.
To City: Community Development Director
300 East Branch Street
Arroyo Grande, CA 93420
To Owner: (Insert Owner's address)
Section 10. General Provisions.
A. None of the terms, provisions, or conditions of this Contract shall be deemed
to create a partnership between the parties hereto and any of their heirs,
successors, or assigns, nor shall such terms, provisions, or conditions cause
them to be considered joint ventures or members of any joint venture.
B. The Owner agrees to hold the City and its elected and appointed officials,
officers, agents, and employees harmless from liability for damage or claims
for damage for personal injuries, including death, and claims for property
damage that may arise from the direct or indirect use or activities of the
Owner, or from those of their contractor, subcontractor, agent, employee, or
other person acting on the owner's behalf that relates to the use, operation,
maintenance, or improvement of the historic property. The Owner hereby
agrees to and shall defend the City and its elected and appointed officials,
officers, agents, and employees with respect to any and all claims or actions
for damages caused by, or alleged to have been caused by, reason of the
Owner's activities in connection with the historic property, excepting however
any such claims or actions that are the result of the sole negligence or willful
misconduct of City, its officers, agents, or employees.
C. This hold harmless provision applies to all damages and claims for damages
suffered, or alleged to have been suffered, and costs of defense incurred, by
reason of the operations referred to in this Contract regardless of whether or
not the City prepared, supplied, or approved the plans, specifications, or other
documents for the historic property.
D. In the event any of the provisions of this Contract are held to be
unenforceable or invalid by any court of competent jurisdiction, or by
subsequent preemptive legislation, the validity and enforceability of the
remaining provisions, or portions thereof, shall not be affected thereby.
E. This Contract shall be construed and governed in accordance with the laws of
the State of California.
F. This Agreement may be amended, in whole or in part, only by a written
recorded instrument executed by the parties hereto.
RESOLUTION NO. 4531
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Section 11. Recordation and Fees. No later than twenty (20) days after the parties
enter into this Contract, the City shall cause this Contract to be recorded in the office of
the County Recorder of the County of San Luis Obispo. Participation in the program
shall be at no cost to the Owner; however, the City may charge reasonable and
necessary fees to recover direct costs of preparing, executing, recording, and
administering the Contract.
IN WITNESS WHEREOF, the City and Owner have executed this Contract on
the day and year written above.
OWNER
(Insert name of Owner) (Insert date)
CITY OF ARROYO GRANDE
Tony Ferrara, Mayor (Insert date)
ATTEST:
Kelly Wetmore, City Clerk
APPROVED AS TO CONTENT:
Steven Adams, City Manager
APPROVED AS TO FORM:
Timothy J. Carmel, City Attorney
ALL SIGNATURES MUST BE NOTARIZED
RESOLUTION NO. 4531
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EXHIBIT A
WORK PLAN- MAINTENANCE AND IMPROVEMENT MEASURES FOR THE
HISTORIC PROPERTY LOCATED AT
ARROYO GRANDE, CALIFORNIA.
1. Owner shall preserve, restore, and maintain the historic property, including its
character-defining architectural and site features in good condition, to the
satisfaction of the Community Development Director or his designee.
2. Owner agrees to make the following improvements and/or repairs during the term
of this Contract but in no case later than ten (10) years from the effective date of
the Contract. All changes or repairs shall be consistent with the standards
adopted by the Historic Resources Committee and the Secretary of the Interior's
Standards for the Treatment of Historic Properties:
(Insert improvements and repairs to be made by the Owner)
OFFICIAL CERTIFICATION
I, KELLY WETMORE, City Clerk of the City of Arroyo Grande, County of San Luis
Obispo, State of California, do hereby certify under penalty of perjury, that the attached
Resolution No. 4531 is a true, full, and correct copy of said Resolution passed and
adopted at a Regular meeting of the City Council of the City of Arroyo Grande on the
25th day of June, 2013.
WITNESS my hand and the Seal of the City of Arroyo Grande affixed this 26'h day of
June 2013.
KELLY T RE, CITY CLERK