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2023-06-08 Historic Preservation Commission PacketOp E D o Agenda - Edmonds Historic Preservation Commission s71. ,Hv� REGULAR MEETING BRACKETT ROOM 121 5TH AVE N, CITY HALL - 3RD FLOOR, EDMONDS, WA 98020 JUNE 8, 2023, 5:30 PM REMOTE MEETING INFORMATION: Remote meeting link: https:Hedmondswa- gov.zoom.us/j/87419346600?pwd=YmVIV1JQMjhiMj IrS25pUjY1Wk9BUT09 Meeting ID: 874 1934 6600 Passcode: 629853 This is a Hybrid meeting. The public may attend in -person or on-line. The physical location of the meeting is at Edmonds City Hall 121 5th Avenue N., 3rd floor Brackett Room. You may call in to meeting:US: +1 253 205 0468 or +1 253 215 8782 or +1 346 248 7799 or +1 408 638 0968 LAND ACKNOWLEDGMENT We acknowledge the original inhabitants of this place, the Sdohobsh (Snohomish) people and their successors the Tulalip Tribes, who since time immemorial have hunted, fished, gathered, and taken care of these lands. We respect their sovereignty, their right to self-determination, and we honor their sacred spiritual connection with the land and water. Flag Salute 1. CALL TO ORDER ROLL CALL 2. APPROVAL OF MINUTES 1. Approval of May 11, 2023 Meeting Minutes 3. AGENDA ADDITIONS / CHANGES 4. REQUESTS FROM THE AUDIENCE 5. NEW BUSINESS 6. UNFINISHED BUSINESS 1. 7580 : Historic Preservation Training Session Summary 2. 7581 : Continued Discussion of Research, Projects and Events 7. ACTION ITEMS 8. COMMISSION CHAIR COMMENTS 9. COMMISSIONER COMMENTS Edmonds Historic Preservation Commission Agenda June 8, 2023 Page 1 10. ADJOURNMENT Edmonds Historic Preservation Commission Agenda June 8, 2023 Page 2 Historic Preservation Commission Agenda Item Meeting Date: 06/8/2023 Approval of May 11, 2023 Meeting Minutes Staff Lead: {enter Staff Lead or "N/A" here} Department: Planning Division Prepared By: Michele Szafran Staff Recommendation Approve May 11, 2023 Meeting Minutes Narrative The draft meetings minutes for the May 11, 2023 HPC regular meeting are attached. Attachments: May 11, 2023 Draft Meeting Minutes Packet Pg. 3 1.a CITY OF EDMONDS HISTORIC PRESERVATION COMMISSION Summary Minutes of Regular Meeting May 11, 2023 CALL TO ORDER, LAND ACKNOWLEDGEMENT, FLAG SALUTE, AND ROLL CALL Chair Vogel called the meeting of the Edmonds Historic Preservation Commission to order at 5:32 p.m. and read the land acknowledgement. Commissioner Preston led the Pledge of Allegiance. Commissioners Present Larry Vogel (Chair) Chris Deiner-Karr David Preston Tim Raetzloff Sam Spencer Commissioners Absent Katie Kelly (absent) MINUTES Staff Present Michele Szafran, Planner Others Present Dave Teitzel, Edmonds City Council Representative Michelle Thompson, Dept. of Archaeology & Historic Preservation Approval of April 13, 2023 HPC Minutes It was noted that Commissioner Preston should be corrected to Commissioner Spencer in the last paragraph on the last page. The April 13, 2023 HPC minutes were approved as amended. AGENDA ADDITIONS/CHANGES The agenda was approved as presented. REQUESTS FROM THE AUDIENCE There were no audience comments. NEW BUSINESS Historic Preservation Training Session with Q&A Historic Preservation Commission Meeting Minutes May 11, 2023 Pagel of4 Packet Pg. 4 1.a Michelle Thompson, Certified Local Government (CLG) Coordinator for the Washington State Department of Archaeology and Historic Preservation (DAHP), provided a presentation regarding the CLG program and assessing historic integrity. She gave some background on historic preservation in the United States and discussed CLG status. CLG functions include promoting preservation and educating Edmonds' citizens about its benefits; hiring consultants with CLG grants to survey buildings; reviewing nominations to the Edmonds Register of Historic Places; reviewing changes to buildings on the Register (design review); reviewing nominations to the National Register; and reviewing special tax valuation applications. Benefits of being a CLG include direct technical assistance from DAHP; opportunities to apply for annual grants; and design review. CLG grant money can be used for surveying historic buildings, educational materials, trainings, national and local register nominations, national and local register historic district nominations, etc. Chair Vogel asked if the grant money could be used for structural reinforcement for earthquakes. Ms. Thompson replied that it could be used for that. She encouraged the HPC to contact her if they have any ideas, because there is a lot of flexibility with the grants. She noted that if they want to get money for a historic building it needs to be listed on a historic register. Ms. Thompson explained there are three potential historic registers — national, state, and local. The national and state registers are both honorary with no review unless you are getting funding. The local register has design review. Questions and answers followed about details. She explained that a historic district is a way to add a bunch of buildings to a register at once. She discussed Edmonds' Local Historic Preservation Ordinance including the Edmonds Register of Historic Places criteria. There are seven aspects of integrity: design, materials, workmanship, location, setting, feeling, and association. These are weighted differently based on the reason that something is placed on the register. Ms. Thompson discussed the difference between "integrity" and "condition". Integrity means it has a lot of its historic parts that tell a story. A building doesn't have to be 100% original. For example, she commented that if it doesn't have all the original windows, it doesn't matter. The HPC was very relieved to hear this and expressed frustration that they had wasted several years because of a misunderstanding of this issue. Commissioners noted there were several houses that had not been approved because the windows had been replaced. One was the Palmer house. It was on the list but came off because the owners said they were going to make a change to the window upstairs. Ms. Thompson stressed that they need to make sure they are making their case on the nomination form. If the building has any integrity, those features should be listed out as bullet points on the nomination form. The code says that design review criteria shall apply to all features of the property that contribute to its designation and are listed on the nomination form. She also briefly mentioned the Secretary of the Interior's Standards. These are important guidelines emphasizing repair over replacement. She stressed that the philosophy of preservation is changing pretty rapidly and offered to come back anytime to provide more information. The Board discussed what a relief it was to hear that some of the strict criteria they had been imposing did not need to be that way. There was consensus about the importance of getting more familiar with the historic preservation ordinance. UNFINISHED BUSINESS Continued Discussion of Research, Projects, and Events Historic Preservation Commission Meeting Minutes May 11, 2023 Page 2 of4 Packet Pg. 5 1.a Chair Vogel said he has been busy with work and has not been able get the newsletter back up again as he had intended. He requested any help or ideas for copy that anyone might have. Commissioner Preston asked about bringing back some old data or articles. Chair Vogel thought an encore edition would be fairly easy to do. Commissioner Preston offered to review it or edit it. Commissioner Deiner-Karr offered to do research up at the county, if needed. Chair Vogel noted the article about the weir is on the back burner now because the approach to that project has changed. Chair Vogel said he had committed to get together information about special tax valuation and what the benefits are, but Ms. Szafran did it for him. She indicated she could circulate it to the Commission. Commissioner Deiner-Karr said she would like to go back through some of the houses that had previously been brought up to see about getting them on the register. Commissioner Raetzloff spoke in support of getting the Palmer house back on the register. He commented that Edmonds' ordinance is written similar in its requirements to the national ordinance and wondered if it would need to be amended before they can start putting places like the Palmer house back on the register. Other members did not think so. Commissioner Raetzloffwondered if they could use the fact that something is on the national register to put it on the local register. Commissioner Deiner-Karr suggested asking Michelle Thompson. Commissioner Deiner-Karr said she is starting to think about doing the calendar again. She would like to get it done by September. She and Commissioner Spencer are thinking about having a theme of odd and unique things in Edmonds. Examples brought up were stories about the old theater or the school buses. She will be soliciting ideas. Commissioner Preston suggested putting out a request for people to share their old photos. Commissioner Spencer agreed and noted that when there are stories in My Edmonds News people often share their stories as a result. Commissioner Deiner-Karr also noted she got all the pictures from the county of the old Motor Court. Commissioner Raetzloff asked if someone has pictures of old street signs when they had different names. Chair Vogel suggested checking with Commissioner Kelly. Commissioner Teitzel added that Betty Lou Gaeng wrote a bunch of articles about odd and interesting things that they could use. Commissioner Deiner-Karr said she has all those. She has known Betty since she was a little girl and is in contact with her daughter about taking her old articles and making them into a book. COMMISSION CHAIR COMMENTS Chair Vogel encouraged the HPC to continue to come up with creative ways to resurrect the newsletter COMMISSIONER COMMENTS Commissioner Spencer said he is working on getting some sort of designation for the house that Gertie Perrin lived in. It is now Nelson Carpet Cleaning. Councilmember Teitzel said he has been talking to the museum about doing something to honor Betty Lou Gaeng. They are thinking about naming their research library in her honor. The HPC thought that was very appropriate. Historic Preservation Commission Meeting Minutes May 11, 2023 Page 3 of4 Packet Pg. 6 1.a Commissioner Preston said he was very encouraged by the presenter, Michelle Thompson, today. It was like drinking from a fire hose so he is glad they will have a copy of the presentation. This will increase the opportunities to get houses on the Edmonds Register. He would like to have her back sometime. Commissioner Deiner-Karr suggested she might contact Michelle Thompson sometime to go through all the applications that were previously rejected because they might be possibilities now. There was some discussion about the composition of the Commission and vacant positions. ADJOURNMENT The meeting was adjourned at 6:53 p.m. Historic Preservation Commission Meeting Minutes May 11, 2023 Page 4 of 4 Packet Pg. 7 Historic Preservation Commission Agenda Item Meeting Date: 06/8/2023 Training Session Summary Staff Lead: Michele Szafran Department: Planning Division Prepared By: Michele Szafran Narrative Michelle Thompson, the Certified Local Government (CLG) Coordinator for the Washington State Department of Archaeology and Historic Preservation, provided a training session at the last regular meeting on May 11th. The attached documents and weblinks provide a summary of many of the topics discussed and are provided for future use and reference. Staff is requesting that HPC members review ECDC Chapter 20.45 (Edmonds Register of Historic Places), which is attached for reference. Also attached are the ten (10) standards relating to the Secretary of the Interior's (SOI) Standards for Rehabilitation. Ms. Thompson provided brief explanations regarding how Integrity is weighted differently depending on the criteria for which the resource was nominated. The criteria are explained in the attachment 101- Seven Aspects of Integrity as well as the weblink titled Episode 9 - Evaluating Historic Integrity. Additional materials included for reference include a weblink to Preservation Briefs - Technical Preservation Services on the U.S. National Park Service website (nps.gov), and a weblink to Virginia McAlester's book "A Field Guide to American Houses", which aims to "enable(s) you to identify, and place in their historic and architectural contexts, the houses you see in your neighborhood or in your travels across America. 17th century to the present." Another document included in this summary is a handout regarding special valuation (a local tax incentive). The power point presentation provided at the May 11th meeting from Michelle Thompson will also be provided along with the attached training materials. Please note that additional training sessions may be scheduled as needed. Attachments: SOI-Standards-for-Rehabilitation Packet Pg. 8 Chapter 20.45 ECDC Preservation Briefs A Field Guide to American Houses National Register Guide Episode 9: Evaluating Historic Integrity 101= _Seven_Aspects_of_Integrity-HANDBOOK Special Valuation Pamphlet 2012_0_0 Packet Pg. 9 O Secretary of the Interior's Standards for Rehabilitation Rehabilitation projects must meet the following Standards, as interpreted by the National Park Service, to qualify as "certified rehabilitations" eligible for the 20% rehabilitation tax credit. The Standards are applied to projects in a reasonable manner, taking into consideration economic and technical feasibility. The Standards apply to historic buildings of all periods, styles, types, materials, and sizes. They apply to both the exterior and the interior of historic buildings. The Standards also encompass related landscape features and the building's site and environment as well as attached, adjacent, or related new construction. 1. A property shall be used for its historic purpose or be placed in a new use that requires minimal change to the defining characteristics of the building and its site and environment. 2. The historic character of a property shall be retained and preserved. The removal of historic materials or alteration of features and spaces that characterize a property shall be avoided. 3. Each property shall be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or architectural elements from other buildings, shall not be undertaken. 4. Most properties change over time; those changes that have acquired historic significance in their own right shall be retained and preserved. 5. Distinctive features, finishes, and construction techniques or examples of craftsmanship that characterize a historic property shall be preserved. 6. Deteriorated historic features shall be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature shall match the old in design, color, texture, and other visual qualities and, where possible, materials. Replacement of missing features shall be substantiated by documentary, physical, or pictorial evidence. 7. Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest means possible. 8. Significant archeological resources affected by a project shall be protected and preserved. If such resources must be disturbed, mitigation measures shall be undertaken. 9. New additions, exterior alterations, or related new construction shall not destroy historic materials that characterize the property. The new work shall be differentiated from the old and shall be compatible with the massing, size, scale, and architectural features to protect the historic integrity of the property and its environment. 10.New additions and adjacent or related new construction shall be undertaken in such a manner that if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired. Packet Pg. 10 Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES O Page 1 of 11 Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES Sections: 20.45.000 Definitions. 20.45.010 Criteria for determining designation in the register. 20.45.020 Process for designating properties or districts to the Edmonds historic register. 20.45.030 Removal of properties from the register. 20.45.040 Effects of listing on the register. 20.45.050 Review of changes to Edmonds register of historic places properties. 20.45.060 Relationship to zoning. 20.45.070 Review and monitoring of properties for special property tax valuation. 20.45.080 Special valuation agreement. 20.45.090 Appeals. 20.45.000 Definitions. The following words and terms apply when used in this chapter and in Chapter 10.90 ECC, unless a different meaning clearly appears from the context: A. "Edmonds historic inventory" or "inventory" means the comprehensive inventory of historic and prehistoric resources within the boundaries of the city of Edmonds. B. "Edmonds historic preservation commission" or "commission" means the commission created by Chapter 10.90 ECC. C. "Edmonds register of historic places," "local register," or "register" means the listing of locally designated properties provided for in ECDC 20.45.010. D. "Actual cost of rehabilitation" means costs incurred within 24 months prior to the date of application and directly resulting from one or more of the following: 1. Improvements to an existing building located on or within the perimeters of the original structure; or Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 11 Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES O Page 2 of 11 2. Improvements outside of but directly attached to the original structure which are necessary to make the building fully useable but shall not include rentable/habitable floor space attributable to new construction; or 3. Architectural and engineering services attributable to the design of the improvements; or all costs defined as "qualified rehabilitation expenditures" for purposes of the federal historic preservation investment tax credit. E. A "building" is a structure constructed by human beings. This includes both residential and nonresidential buildings, main and accessory buildings. F. "Certificate of appropriateness" means the document reflecting that the commission has reviewed the proposed changes to a local register property or within a local register historic district and certified the changes as not adversely affecting the historic characteristics of the property which contribute to its designation. G. "Certified local government" or "CLG" means the designation reflecting that the local government has been jointly certified by the State Historic Preservation Officer and the National Park Service as having established its own historic preservation commission and a program meeting federal and state standards. H. "Class of properties eligible to apply for special valuation in Edmonds" means all properties listed on the National Register of Historic Places or certified as contributing to a National Register Historic District which have been substantially rehabilitated at a cost and within a time period which meets the requirements set forth in Chapter 84.26 RCW, until the city becomes a certified local government (CLG). Once a CLG, the class of properties eligible to apply for special valuation in Edmonds means all properties listed on the Edmonds and/or National Register of Historic Places or properties certified as contributing to an Edmonds and/or National Register Historic District which have been substantially rehabilitated at a cost and within a time period which meets the requirements set forth in Chapter 84.26 RCW. I. "Cost' means the actual cost of rehabilitation, which cost shall be at least 25 percent of the assessed valuation of the historic property, exclusive of the assessed value attributable to the land, prior to rehabilitation. J. A "district' is a geographically definable area, urban or rural, small or large, possessing a significant concentration, linkage or continuity of sites, buildings, structures and/or objects united by past events or aesthetically by plan or physical development. K. "Emergency repair" means work necessary to prevent destruction or dilapidation to real property or structural appurtenances thereto immediately threatened or damaged by fire, flood, earthquake or other disaster. L. "Historic property" means real property together with improvements thereon, except property listed in a register primarily for objects buried below ground, which is listed in a local register of a certified local government or the National Register of Historic Places. Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 12 O Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES Page 3 of 11 M. "Incentives" are such rights or privileges or combination thereof which the city council, or other local, state or federal public body or agency, by virtue of applicable present or future legislation, may be authorized to grant or obtain for the owner(s) of register properties. Examples of economic incentives include but are not limited to tax relief, conditional use permits, rezoning, street vacation, planned unit development, transfer of development rights, facade easements, gifts, preferential leasing policies, beneficial placement of public improvements or amenities, or the like. N. "Local review board" or "board" used in Chapter 84.26 RCW and Chapter 254-20 WAC for the special valuation of historic properties means the commission created in Chapter 10.90 ECC. O. "Mitigate" means to alleviate, compensate for or otherwise lessen the effects of a loss of an Edmonds register property through conditions determined by the commission or other designated method. P. "National Register of Historic Places" means the national listing of properties significant to our cultural history because of their documented importance to our history, architectural history, engineering, or cultural heritage. Q. An "object" is a thing of functional, aesthetic, cultural, historical, or scientific value that may be, by nature or design, movable yet related to a specific setting or environment. R. "Ordinary repair and maintenance" means work for which a permit issued by the city is not required by law, and where the purpose and effect of such work is to correct any deterioration or decay of or damage to the real property or structure appurtenance therein and to restore the same, as nearly as may be practicable, to the condition prior to the occurrence of such deterioration, decay, or damage. S. "Owner" of property is the fee simple owner of record as exists on the Snohomish County assessor's records T. "Significance" or "significant" used in the context of historic significance means the following: a property with local, state, or national significance is one which helps in the understanding of the history of the local area, state, or nation (whichever is applicable) by illuminating the local, statewide, or nationwide impact of the events or persons associated with the property, or its architectural type or style in information potential. The local area can include Edmonds, Snohomish County, or the Puget Sound region, or a modest geographic or cultural area, such as a neighborhood. Local significance may apply to a property that illustrates a theme that is important to one or more localities; state significance to a theme important to the history of the state; and national significance to property of exceptional value in representing or illustrating an important theme in the history of the nation. U. A "site" is a place where a significant event or pattern of events occurred. It may be the location of prehistoric or historic occupation or activities that may be marked by physical remains; or it may be the symbolic focus of a significant event or pattern of events that may not have been actively occupied. A site may be the location of a ruined or now nonexistent building or structure, or the location itself possesses historic cultural or archaeological significance. Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 13 O Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES Page 4 of 11 V. "Special valuation for historic properties" or "special valuation" means the local option program which when implemented makes available to property owners a special tax valuation for rehabilitation of historic properties under which the assessed value of an eligible historic property is determined at a rate that excludes, for up to 10 years, the actual cost of the rehabilitation (Chapter 84.26 RCW). W. "State Register of Historic Places" means the state listing of properties significant to the community, state, or nation but which may or may not meet the criteria of the National Register. X. A "structure" is a work made up of interdependent and interrelated parts in a definite pattern of organization. Generally constructed by man, it is often an engineering project. Y. "Universal transverse mercator" or "UTM" means the grid zone in metric measurement providing for an exact point of numerical reference. Z. "Waiver of a certificate of appropriateness" or "waiver" means the document indicating that the commission has reviewed the proposed whole or partial demolition of a local register property or in a local register historic district and failing to find alternatives to demolition has issued a waiver of a certificate of appropriateness which allows the building or zoning official to issue a permit for demolition. AA. "Washington State Advisory Council's Standards for the Rehabilitation and Maintenance of Historic Properties" or "State Advisory Council's Standards" means the rehabilitation and maintenance standards used by the Edmonds historic preservation commission as minimum requirements for determining whether or not the property continues to be eligible for special valuation once it has been so classified. [Ord. 3397 § 1, 2002]. 20.45.010 Criteria for determining designation in the register. Any building, structure, site, object or district may be designated for inclusion in the Edmonds register of historic places if it is significantly associated with the history, architecture, archaeology, engineering or cultural heritage of the community; if it has integrity; is at least 50 years old, or is of lesser age and has exceptional importance; and if it falls in at least one of the following categories: A. Is associated with events that have made a significant contribution to the broad patterns of national, state or local history. B. Embodies the distinctive architectural characteristics of a type, period, style or method of design or construction, or represents a significant and distinguishable entity whose components may lack individual distinction. C. Is an outstanding work of a designer, builder or architect who has made a substantial contribution to the art. D. Exemplifies or reflects special elements of the city's cultural, special, economic, political, aesthetic, Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 14 Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES O Page 5 of 11 engineering or architectural history. E. Is associated with the lives of persons significant in national, state or local history. F. Has yielded or may be likely to yield important archaeological information related to history or prehistory. G. Is a building or structure removed from its original location but which is significant primarily for architectural value, or which is the only surviving structure significantly associated with a historic person or event. H. Is a birthplace or grave of a historical figure of outstanding importance and is the only surviving structure or site associated with that person. I. Is a cemetery which derives its primary significance from age, from distinctive design features, or from association with historic events or cultural patterns. J. Is a reconstructed building that has been executed in a historically accurate manner on the original site K. Is a creative and unique example of folk architecture and design created by persons not formally trained in the architectural or design professions, and which does not fit into formal architectural or historical categories; the designation shall include description of the boundaries. [Ord. 3397 § 1, 2002]. 20.45.020 Process for designating properties or districts to the Edmonds historic register. A. Any person may nominate a building, structure, site, object or district for inclusion in the Edmonds register of historic places. Members of the historic preservation commission or the commission as a whole may generate nominations. In its designation decision, the commission shall consider the Edmonds historic inventory and the city's comprehensive plan. B. In the case of individual properties, the designation shall include the UTM reference and all features, interior and exterior, and outbuildings which contribute to its designation. C. In the case of districts, the characteristics of the district which justifies its designation, and a list of all properties including features, structures, sites and objects which contribute to the designation of the district D. The historic preservation commission shall consider the merits of the nomination, according to the criteria in ECDC 20.45.010 and according to the nomination review standards established in rules, at a public meeting. Adequate notice will be given to the public, the owner(s) and the authors of the nomination, if different, and lessees, if any, of the subject property prior to the public meeting according to standards for public meetings established in rules and in compliance with Chapter 42.30 RCW, Open Public Meetings Act. Such notice shall include publication in the city's official newspaper of general circulation and posting of the property. If the commission finds that the nominated property is eligible for the Edmonds register of historic places, the commission shall make recommendation to the city council that the property be listed in the register with Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 15 Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES O Page 6 of 11 owner's consent. In the case of historic districts, the commission shall research and recommend, and the city council shall adopt by ordinance, a percentage of property owners which is deemed adequate to demonstrate owner consent. The public, property owner(s) and the authors of the nomination, if different, and lessees, if any, shall be notified of the listing. E. Properties listed on the National Register of Historic Places or the State Register of Historic Places shall be deemed eligible for listing in the register without the requirement for review by the historic preservation commission. Formal listing in the Edmonds register of historic places shall only require the owner's consent and approval by the Edmonds city council. Such listing shall still require the UTM reference and identification of contributing features required under subsection (B) of this section. F. Properties listed on the Edmonds register of historic places shall be recorded on official zoning records with an "HR" (for historic register) designation. This designation shall not change or modify the underlying zone classification. [Ord. 3598 § 1, 2006; Ord. 3397 § 1, 2002]. 20.45.030 Removal of properties from the register. In the event that any property is no longer eligible for listing on the Edmonds register of historic places, the commission may initiate removal from such designation by the same procedure as provided for establishing the designation, ECDC 20.45.020. A property may be removed from the Edmonds register without the owner's consent. [Ord. 3397 § 1, 2002]. 20.45.040 Effects of listing on the register. A. Listing on the Edmonds register of historic places is an honorary designation denoting significant association with the historic, archaeological, engineering or cultural heritage of the community. Properties are listed individually or as contributing properties to a historic district. B. Prior to the commencement of any work on a register property, excluding ordinary repair and maintenance and emergency measures defined in ECDC 20.45.000(K) and (R), the owner must request and receive a certificate of appropriateness from the commission for the proposed work. Violation of this rule shall be grounds for the commission to review the property for removal from the register. C. Prior to whole or partial demolition of a register property, the owner must request and receive a waiver of a certificate of appropriateness. D. Once Edmonds is certified as a certified local government (CLG), all properties listed on the Edmonds register of historic places may be eligible for a special tax valuation on their rehabilitation (ECDC 20.45.070). [Ord. 3397 § 1, 2002]. 20.45.050 Review of changes to Edmonds register of historic places properties. A. Review Required. No person shall change the use, construct any new building or structure, or reconstruct, Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 16 Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES O Page 7 of 11 alter, restore, remodel, repair, move or demolish any existing property on the Edmonds register of historic places or within a historic district on the Edmonds register of historic places without review by the commission and without receipt of a certificate of appropriateness, or in the case of demolition, a waiver, as a result of the review. The review shall apply to all features of the property, interior and exterior, that contribute to its designation and are listed on the nomination form. Information required by the commission to review the proposed changes are established in rules. B. Exemptions. The following activities do not require a certificate of appropriateness or review by the commission: ordinary repair and maintenance which includes painting or emergency measures defined in ECDC 20.45.000(K) . C. Review Process. 1. Requests for Review and Issuance of a Certificate of Appropriateness or Waiver. The building or zoning official shall report any application for a permit to work on a designated Edmonds register property or in an Edmonds register historic district to the commission. If the activity is not exempt from review, the commission shall notify the applicant of the review requirements. The building or zoning official shall not issue any such permit until a certificate of appropriateness or a waiver is received from the commission but shall work with the commission in considering building and fire code requirements. 2. Commission Review. The owner or his/her agent (architect, contractor, lessee, etc.) shall apply to the commission for a review of proposed changes on an Edmonds register property and request a certificate of appropriateness or, in the case of demolition, a waiver. Each application for review of proposed changes shall be accompanied by such information as is required by the commission established in its rules for the proper review of the proposed project. The commission shall meet with the applicant and review the proposed work according to the design review criteria established in rules. Unless legally required, there shall be no notice, posting or publication requirements for action on the application, but all such actions shall be made at regular meetings of the commission. The commission shall complete its review and make its recommendations within 30 days of the date of receipt of the application. If the commission is unable to process the request, the commission may ask for an extension of time. The commission's recommendations shall be in writing and shall state the findings of fact and reasons relied upon in reaching its decision. Any conditions agreed to by the applicant in this review process shall become conditions of approval of the permits granted. If the owner agrees to the commission's recommendations, a certificate of appropriateness shall be awarded by the commission according to standards established in the commission's rules. Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 17 Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES O Page 8 of 11 The commission's recommendations and, if awarded, the certificate of appropriateness, shall be transmitted to the building or zoning official. If a certificate of appropriateness is awarded, the building or zoning official may then issue the permit. 3. Demolition. A waiver of the certificate of appropriateness is required before a permit may be issued to allow whole or partial demolition of a designated Edmonds register property or in an Edmonds register historical district. The owner or his/her agent shall apply to the commission for a review of the proposed demolition and request a waiver. The applicant shall meet with the commission in an attempt to find alternatives to demolition. These negotiations may last no longer than 45 days from the initial meeting of the commission, unless either party requests an extension. If no request for an extension is made and no alternative to demolition has been agreed to, the commission shall act and advise the official in charge of issuing a demolition permit of the commission's decision on the waiver of a certificate of appropriateness. Conditions in the case of granting a demolition permit may include allowing the commission up to 45 additional days to develop alternatives to demolition. When issuing a waiver the commission may require the owner to mitigate the loss of the Edmonds register property by means determined by the commission at the meeting. Any conditions agreed to by the applicant in this review process shall become conditions of approval of the permits granted. After the property is demolished, the commission shall initiate removal of the property from the register. 4. Appeal of the Commission's Decision on a Waiver of a Certificate of Appropriateness. The commission's decision regarding a waiver of a certificate of appropriateness shall be appealable to the hearing examiner pursuant to Chapter 20.06 ECDC within 14 calendar days. The appeal must state the grounds upon which the appeal is based. Appeal of hearing examiner's decision regarding a waiver of a certificate of appropriateness may be appealed to superior court. [Ord. 4154 § 21 (Att. D), 2019; Ord. 3397 § 1, 2002]. 20.45.060 Relationship to zoning. Properties designated to the register shall be subject to the provisions set forth herein, as well as the bulk, use, setback and other controls of the zoning district in which they are located. Nothing contained herein shall be construed to be repealing, modifying or waiving any zoning provisions. [Ord. 3397 § 1, 2002]. 20.45.070 Review and monitoring of properties for special property tax valuation. A. Timelines. 1. The assessor forwards the application(s) to the commission. 2. The commission reviews the application(s), consistent with its rules of procedure, and determines if the application(s) are complete and if the properties meet the criteria set forth in WAC 254-20-070(1) and listed in ECDC 20.45.010. Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 18 Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES O Page 9 of 11 a. If the commission finds the properties meet all the criteria, then it may recommend that the city, through its mayor, enter into a historic preservation special valuation agreement (set forth in WAC 254-20-120 and in ECDC 20.45.000(V)) with the owner. Upon execution of the agreement between the owner and commission, the commission approves the application(s). b. If the commission determines the properties do not meet all the criteria, then it shall deny the application(s). 3. The commission certifies its decisions in writing and states the facts upon which the approvals or denials are based and files copies of the certifications with the assessor. 4. For approved applications: a. The commission forwards copies of the agreements, applications and supporting documentation (as required by WAC 254-20-090(4) and identified in subsection (13)(2) of this section) to the assessor; b. Notifies the state review board that the properties have been approved for special valuation; and c. Monitors the properties for continued compliance with the agreements throughout the 10-year special valuation period. 5. The commission determines, in a manner consistent with its rules of procedure, whether or not properties are disqualified from special valuation either because of: a. The owner's failure to comply with the terms of the agreement; or b. A loss of historic value resulting from physical changes to the building or site. 6. For disqualified properties, in the event that the commission concludes that a property is no longer qualified for special valuation, the commission shall notify the owner, assessor and state review board in writing and state the facts supporting its findings. B. Criteria. 1. Historic Property Criteria. The class of historic property eligible to apply for special valuation in Edmonds means all properties listed on the National Register of Historic Places or certified as contributing to a National Register Historic District which have been substantially rehabilitated at a cost and within a time period which meets the requirements set forth in Chapter 84.26 RCW, until Edmonds becomes a certified local government (CLG). Once a CLG, the class of property eligible to apply for special valuation in Edmonds means all properties listed on the Edmonds and/or National Register of Historic Places or Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 19 O Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES Page 10 of 11 properties certified as contributing to an Edmonds and/or National Register Historic District which have been substantially rehabilitated at a cost and within a time period which meets the requirements set forth in Chapter 84.26 RCW. 2. Application Criteria. Complete applications shall consist of the following documentation: a. A legal descriptive of the historic property; b. Comprehensive exterior and interior photographs of the historic property before and after rehabilitation; c. Architectural plans or other legible drawings depicting the completed rehabilitation work; d. A notarized affidavit attesting to the actual cost of the rehabilitation work completed prior to the date of application and the period of time during which the work was performed and documentation of both to be made available to the commission upon request; and e. For properties located within historic districts, in addition to the standard application documentation, a statement from the Secretary of the Interior or appropriate local official, as specified in local administrative rules or by the local government, indicating the property is a certified historic structure is required. 3. Property Review Criteria. In its review the commission shall determine if the properties meet all the following criteria: a. The property is historic property; b. The property is included within a class of historic property determined eligible for special valuation by the city under this section; c. The property has been rehabilitated at a cost which meets the definition set forth in RCW 84.26.020(2) (and identified in ECDC 20.45.000) within 24 months prior to the date of application; and d. The property has not been altered in any way which adversely affects those elements which qualify it as historically significant as determined by applying the Washington State Advisory Council's Standards for the Rehabilitation and Maintenance of Historic Properties (WAC 254-20-100(1) and listed in ECDC 20.45.000). 4. Rehabilitation and Maintenance Criteria. The Washington State Advisory Council's Standards for the Rehabilitation and Maintenance of Historic Properties in WAC 254-20-100 shall be used by the commission as minimum requirements for determining whether or not a historic property is eligible for special valuation Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 20 O Edmonds Chapter 20.45 EDMONDS REGISTER OF HISTORIC PLACES Page 11 of 11 and whether or not the property continues to be eligible for special valuation once it has been so classified. [Ord. 3397 § 1, 2002]. 20.45.080 Special valuation agreement. The historic preservation special valuation agreement in WAC 254-20-120 shall be used by the commission as the minimum agreement necessary to comply with the requirements of RCW 84.26.050(2). [Ord. 3397 § 1, 2002]. 20.45.090 Appeals. Any decision of the commission acting on any application for classification as historic property, eligible for special valuation, may be appealed to the superior court under RCW 34.04.130 in addition to any other remedy of law. Any decision on the disqualification of historic property eligible for special valuation, or any other dispute, may be appealed to the county board of equalization. [Ord. 3397 § 1, 2002]. Edmonds City Code and Community Development Code are current through Ordinance 4294, passed February 28, 2C Packet Pg. 21 Office of Cultural Development, Department of Culture, Recreation and Tourism Seven Aspects of Integrity By Patricia L. Duncan National Register Coordinator, Division of Historic Preservation A CANDIDATE MUST MEET three requirements to qualify for the National Register of Historic Places, as explained in the February issue of Preservation in Print Two of these essentials — sig- nificance and age — were covered in that issue. The third qualification — integrity — is the topic of this and the following installments of National Register 101. The National Register defines integrity as the ability of a property to convey its significance. However, "integrity" is a word generally used to describe a person's honesty and sincerity. So, why is a word usually associated with humans used to designate a National Register eligibility requirement? The answer can be found in Webster's New World Dictionary, which adds "completeness" to integrity's defini- tion. Under this broader explanation, buildings, structures, districts, sites and objects can also have integrity. Of the three Register eligibility require- ments, integrity is probably the most complicated and difficult to understand. To simplify things, the National Register staff sometimes tells applicants that integrity means the candidate still has to look historic. However, there are actually seven factors, or "aspects," that must be evaluated to determine if that historic look survives. These aspects are location, setting, design, materials, workmanship, feeling and association. LOCATION is the easiest element of integrity to understand. For National Register purposes, location is the par- ticular point or position where the historic property was constructed, the significant person made his/her contri- bution, or the historic event occurred. Sometimes the relationship between a building and its history is lost if that building is moved from its original site. This is why it is harder to list moved properties on the National Register. To qualify moved candidates must be important to a broader region or group than those associated with the original site. The National Park Service consid- ers original locations so important that it automatically delists (removes from the Register) properties moved to new sites subsequent to their listing. SETTING refers to the character of the place where the historic resource is located. It includes natural and man- made features and how those features relate to the candidate. Items to con- sider include buildings, dependencies, roads, paths, fences, vegetation, open space, topographical characteristics and view sheds. The latter include the views from the candidate as well as of the candidate from nearby properties. For a setting to have integrity for National Register purposes, it should appear much as it did historically. The tower on this Lake Charles Victorian resi- dence is an important part of its design. Were it to be lost, the home's National Register design integrity would be severely compromised. DESIGN is broadly defined by the National Register as "the combination of elements that creates the form, plan, space, structure, and style of a prop- erty." Elements the Register considers when evaluating design integrity include function, structural systems, other tech- nologies, spatial organization, massing, proportion, scale, materials, color, tex ture and fenestration patterns. Design is not limited to the work of architects. Community planners, engineers and landscape architects have also created designs that might be Register -eligible. If enough of the resource's original Here, the setting (tombstones, paths, fences and trees) reinforces an observer's sense that Grace Episcopal Church in St. Francis- ville is indeed historic. design has been lost, the property will not meet this aspect of integrity. MATERIALS are "the physical ele- ments that were combined or deposited during a particular period of time and in a particular pattern or configura- tion to form a historic property." This definition is complicated because it has to cover archaeological as well as architectural and historical candidates. For the purposes of nominating build- ings, materials should be defined as the original wood, nails, shingles, tiles, glass, and/or other substances the builders used to create the historic resource. To have integrity, a property must retain its character -defining exterior materials. Sometimes interior integrity of material is needed as well. WORKMANSHIP "is the physical evidence of the crafts of a particular cul- ture or people during any given period o in history or prehistory," according to the Register. A craft is an occupation re- quiring special skill, and workmanship refers to the quality of the craftsman's o product. Extraordinary workmanship might be evident in tooling, carving, o painting, graining, turning or joinery. It can be found in vernacular as well o as high style resources and can include the product of one or multiple crafts- men. Finally, it can apply to an entire resource or any of its parts. FEELING is a "property's expression of the aesthetic or historic sense of a particular period of time." To have the aspect of feeling, a candidate must have surviving physical features that express its historic character and help the visitor experience an awareness of its history and importance. o ASSOCIATION is defined by the t National Register as "the direct link o between an important historic event 0 r or person and a historic property." Association relies upon two factors. First, the site must be the actual place 0 where something happened. Second, that relationship must be evident when a visitor observes the site. This connection can occur only if the property's historic physical features, or character, survive. Only when one understands the seven aspects of integrity can one determine if a candidate has enough integrity to qualify for Register listing. However, evaluating these factors is more complicated than their definitions might suggest. Next month's article will discuss applying the aspects to conduct an integrity evaluation. Much of this article is based upon the National Register Bulletin titled "How to Apply the National Register Criteria for Evaluation," which is available online at http://u,ww.nps.gov/history/nr/publica- tions/bulletins/pdfs/nrb 15. pdf. This stained glass window is proof of the skill and talent of the craftsman who designed, assembled and installed it in Lake Charles's Temple Sinai c.1903. Since it is unaltered, it retains its integrity of workmanship. The Ascension Parish home of 20th-century literary figure Robert Penn Warren has integrity of as- sociation because he lived there during what scholars regard as a critical period in his life and career. 14 Preservation in Print • March 2011 www.prcno.org Packet Pg. 2; Special Valuation: A Local Tax BACKGROUND During its 1985 session, the Washington State Legislature determined that as the state approached its centennial year, the preservation of a lasting legacy of historic resources was an important goal. In order to reach this goal, the legislature passed a law which allows a "special valuation' for certain historic properties within the state. The primary benefit of the law is that during the ten year special valuation period, property taxes will not reflect substantial improvements made to the property. Definition: "Special Valuation" is the revision of the assessed value of a historic property which subtracts, for up to ten years, such rehabilitation costs as are approved by a local review board. Prior to the passage of this law, owners restoring historic buildings were subject to increased property taxes once the improvements were made. This had the effect of discouraging some owners from rehabilitating their historically significant structures. The Legislature decided that restoration of these properties would be encouraged if tax relief were available. Property tax relief was selected as a tool which could provide the financial incentives necessary to promote rehabilitation of eligible historic properties. Since passage of this law, nearly fifty local governments have implemented programs which allow their constituents to take advantage of this tax relief. IMPLEMENTATION Only local governments which implement the law are eligible to pass on the tax relief to the public. The local government identifies the types of properties that are eligible for special valuation, and designates a local review board that will review applications. ELIGIBILITY To be classified as eligible for special valuation, a property must first meet the following criteria: 1. It must be listed in the National Register of Historic Places, individually, or certified as contributing to the significance of a National Register Historic District. In order to receive a statement that a property is certified as contributing to the significance of a National Register Historic District, a property owner should contact their local government, or the Department of Archaeology and Historic Preservation, OR 2. It must be listed in the Local Register of Historic Places established by a Certified Local Government, AND 3. It must be of a class of properties approved by the local government. Eligible properties which undergo substantial rehabilitation may receive special valuation if the rehabilitation work is approved by the local review Incentive board. The work must have been conducted within two years prior to application, and must be equal in cost to at least 25% of the assessed value of the structure prior to rehabilitation. REQUIREMENTS Protection of the Property Property owners who want to take advantage of special valuation must sign an agreement with the local review board that guarantees they will meet the following standards during the ten-year property tax exemption period: • The property must be maintained in good condition. • The owner must obtain approval from the local review board prior to making further improvements. • The property must be visible from a public right-of-way, or otherwise be made available for public view once every year. The penalty for violating the agreement or other program requirements is substantial. All back taxes which would otherwise have been owed, interest on back taxes, and a penalty equal to 12% of back taxes and interest may be due. (Continued on page 8, w(fliff.,I[tP1IU171E 0 I M E Cn c .N m Cn 0 a .E c 0 m L IL L 0 x 0 o� i N 0 N m z a E M IL a 0 W m a CO) c m E s Q The One Pacific Building, 7th & Pacific, Tacoma, WA February 2012 1 Packet Pg. 23 ial Valuation: For the Auulieant Applications for special valuation will be reviewed, and approved or denied, by a local review board designated by the local government. The board will make their determination at a public meeting, during which the applicant may be present. It is advisable (and in some communities it is mandatory) for the applicant to consult with the local review board before beginning the rehabilitation work, to ensure that the project will comply with the board's standards. RESPONSIBILITIES 1. WHILE CONDUCTING THE REHABILITATION, the applicant must: a. MONITOR rehabilitation work to ensure that it conforms with The Washington State Advisory Council's Standards for Rehabilitation b. MAINTAIN accurate records of project costs, and dates of project work 2. WHEN APPLYING FOR SPECIAL VALUATION, the applicant must FILE an application for special valuation with the assessor's office (on the Department of Revenue form) no later than two years after beginning the rehabilitation work considered for spe- cial valuation. The application must include as attachments: a. The legal description of the property b. Comprehensive exterior and interior photographs of the property before and after rehabilitation c. Architectural plans or other legible drawings depicting the completed project (if applicable and based on the needs of the local government) d. A notarized affidavit attesting to the actual cost of rehabilita- tion work e. A statement from (the appropriate local official) indicating that the property is a certified historic structure if it is located in an historic district 3. IF A PROJECT IS APPROVED, the applicant must: a. SIGN an agreement with the local review board guaranteeing that during the 10-year period of special valuation he or she shall: - MAINTAIN the property in safe and sound condition and protect it from the elements, and repair deteriorated or broken exterior features, in compliance with The Washing- ton State Advisory Council's Standards for Rehabilitation - OBTAIN written consent of the local review board prior to making further improvements or alterations to the prop- erty - MAKE the property accessible to the public once each year if it is not normally visible from a public right-of-way - OBTAIN written consent of the local review board prior to demolishing the property - NOTIFY the assessor within 30 days if the property be- comes disqualified for special valuation, e.g. if the terms of the agreement are violated b. PAY processing fees (and title search fees, if required) charged by the assessor's office 4. IF THE PROJECT IS DENIED, because the property is determined ineligible for special valuation, the applicant may APPEAL the decision of the Local Review Board to Superior Court, or to the legislative authority if local ordinances so provide. Applicant • Submits application to assessor no later than 24 months after beginning date of rehab work to be considered for special valuation • Reviews application for completeness Assessor • Verifies legal owner and legal description • Submits application to local review board within 10 working days Local Review • Reviews application and attachments Board • Determines approval or denial of application no later than December 31 of application year • If application is approved, notifies applicant, assessor, and State Advisory Council within ten days • Executes agreement with applicant • Returns application to assessor Assessor • Records agreement • Files agreement and application with county recording authority • Determines special valuation and enters in tax rolls (as a separate value from normal assessed value) 5. IF THE PROJECT IS LATER DISQUALIFIED for specia valuation, or in the event of any dispute, the applicant may APPEAL to the County Board of Equalization. 6. IF THE PROPERTY IS SOLD, and the new owner desires continuation of the special valuation, he or she must SIGN both agreement with the local review board ensuring that the program requirements will be satisfied for the duration of the special valuation period AND a Notice of Compliance section of the Ex- cise Tax Affidavit. If the notice of compliance is not signed by th new owner and attached to the real estate excise tax affidavit, all additional taxes calculated pursuant to RCW 84.26.090 shall be- come due and payable by the seller or transferor at time of sale. IMPORTANT DEADLINES Application for special valuation must be made no later than 24 months after the beginning date of the rehabilitation work October 1 is the deadline for applications when special valuation is desired for the following year. NOTE: due to tI lag in property tax payments, the tax reduction will appear of -year after special valuation designation, and it applies until the year following the end of the 10-year special valuation period. PHASED PROJECTS Properties which are rehabilitated in phases may receive special valuation for each phase, provided that qualified rehabilitation expenditures for each phase exceed 25% of the assessed value of the property, exclusive of land value, at the time that phase begar Each phase is treated as though it were a separate project, and is subject to all requirements of the special valuation program. Packet Pg. 24 0 0 N r 0 N m z a E 0 IL a 0 M 0 M m a to c m E s 0 2 Special Valuation: For the Local Government The action of the local government is the first step in implementing the special valuation program in each jurisdiction, thus allowing its constituents the potential to realize substantial tax savings. Since passage of the law, approximately fifty local governments have implemented the special valuation program. RESPONSIBILITIES WHEN ESTABLISHING THE SPECIAL VALUATION PROGRAM for the jurisdiction, the local government must: 1. IMPLEMENT the special valuation law through ordinance or administrative rule 2. IDENTIFY one or more classes of historic properties in the community which are eligible for special valuation 3. DESIGNATE a local review board to review the application, and approve or deny properties for special valuation 4. APPOINT members to the local review board IMPORTANT CONSIDERATIONS Once the local government has identified a class of eligible historic properties, it may amend the criteria defining the class at any time. However, if the new criteria are more restrictive than the previous criteria, the new criteria may not take effect for a period of two years following October 1 of the year in which the change is made. Amendments to the criteria will not disqualify properties already subject to special valuation. • The law permits multiple local governments within the same county to jointly designate, under an interlocal agreement, a single local review board to administrate the program. Applicant • Submits application to assessor no later than 24 months after beginning date of rehab work to be considered for special valuation • Reviews application for completeness Assessor • Verifies legal owner and legal description • Submits application to local review board within 10 working days • Reviews application and attachments • Determines approval or denial of application Local Review no later than December 31 of application Board year • If application is approved, notifies applicant, assessor, and State Advisory Council within ten days • Executes agreement with applicant • Returns application to assessor • Records agreement • Files agreement and application with county Assessor recording authority • Determines special valuation and enters in tax rolls (as a separate value from normal assessed value) Packet Pg. 25 IL-S ial Valuation: For the Assessor The assessor's role in the special valuation program is limited to processing the application forms and maintaining records of special valuation assessments for properties approved by the local review board. The assessor maintains two separate values on the tax rolls - the special valuation and the normal assessed value - for affected properties. RESPONSIBILITIES 1. UPON RECEIPT OF AN APPLICATION, the assessor must: a. RECORD the date of receipt b. REVIEW the application for completeness: -Verify the legal owner -Verify the legal description -Verify the legal description and parcel or tax account number c. TRANSMIT the application and attachments to the local review board within 10 days of receipt 2. UPON RECEIPT OF AN APPROVED APPLICATION and agreement from the local review board, the assessor must: a. RECORD the application, agreement, and certification statement (if applicable) b. TRANSMIT copies to the county recording authority c. DETERMINE the special valuation: - The total assessed value of the property (including improvements and land), minus the qualified rehabilitation expenditures, equals the special valuation. This special val- uation will change to reflect changes in the total assessed value, and will be in effect for 10 years. d. ENTER the determined special valuation on the tax rolls separately from the normal assessed value e. CHARGE processing fees to the applicant, as necessary, in addition to any fees associated with a title search (these fees shall be payable to the county auditor or county recorder) f. INDICATE the special valuation on the yearly tax statement g. RETAIN copies of all documents h. REVALUE properties on the regular revaluation cycle, deducting the cost therefrom to determine the taxable value 3. UPON TERMINATION of the 10-year special valuation period, the assessor must: a. REVALUE the property without consideration for special valuation b. ENTER the new value on the tax roles 4. IF THE TERMS OF THE AGREEMENT are violated, OR the property is disqualified for special valuation, the assessor must: a. LEVY the back taxes (which otherwise would have been due) plus interest and penalty: - Rehabilitation costs times the levy rate for the elapsed portion of the year, - Plus interest (from April 30) normally charged on delinquent tax bills - Plus an additional 12% penalty. (For additional information, see WAC 458-15-090) Applicant • Submits application to assessor no later than 24 months after beginning date of rehab work to be considered for special valuation Assessor • Reviews application for completeness I • Verifies legal owner and legal description, • Submits application to local review board M within 10 working days E • Reviews application and attachments CO) a Local Review • Determines approval or denial of application Board no later than December 31 of application N year G1 • If application is approved, notifies applicant, assessor, and State Advisory Council within C ten days C • Executes agreement with applicant • Returns application to assessor H 0 Assessor • Records agreement • Files agreement and application with county recording authority N L a THE TIME LAG o w Due to the lag in property tax payments, special valuation status = will precede, by one year, the reduction of taxes due on affected c properties. Thus the reduced tax will apply until the year GI following the end of the 10-year special valuation period. NI IMPORTANT DEADLINES r N m • Application for special valuation must be made no later than Q. 24 months after the beginning date of the rehabilitation E work. The project can begin prior to the 24 month period, tL however, only qualified rehabilitation work done within the 0 24 month period can be tallied. • October 1 is the deadline for applications when special 0 valuation is desired for the following year. > R PHASED PROJECTS m a Properties which are rehabilitated in phases may receive special c valuation for each phase, provided that qualified rehabilitation am expenditures for each phase exceed 25% of the assessed value of s the property, exclusive of land value, at the time that phase U began. Each phase is treated as though it were a separate Q project, and is subject to all requirements of the special valuation program. Packet Pg. 26 [ Special Valuation: For the Local Review Board I It is helpful for the local review board to meet with an applicant for special valuation before the rehabilitation work begins, and to review their project to ensure that it complies with The Washington State Advisory Council's Standards for Rehabilitation, as well as any additional local standards. This preliminary meeting is mandatory in some communities, and is suggested as a first step in the special valuation process which may avoid conflicts later. RESPONSIBILITIES 1. UPON RECEIPT OF AN APPLICATION from the assessor, the local review board must: a. SCHEDULE a public meeting at which the application will be approved or denied b. DETERMINE eligibility of the property for special value- tion based on the following criteria: - Is the property historic? -Is it included within a class of historic properties deter- mined eligible for special valuation by the local govern- ment? - Will the rehabilitation work comply with the State Advi- sory Council's Standards by not adversely affecting those elements qualifying the property as historically significant? c. REVIEW the applicant's documentation of qualified rehabilitation expenditures to assure that they were at least 25% of the assessed value of the property, exclusive of land value, prior to rehabilitation 2. IF THE PROPERTY IS DETERMINED ELIGIBLE for special valuation, the local review board must: a. PREPARE and enter into an agreement (on behalf of the lo- cal government) with the applicant. The agreement must guaran- tee that certain minimum standards (listed below) are met dur- ing the 10-year period of special valuation b. APPROVE the application upon execution of the agreement with the applicant c. TRANSMIT copies of the application, agreement and certification statement (if applicable) to the assessor's office for recording d. NOTIFY the Washington State Advisory Council of the application approval e. MONITOR the property during the 10-year special valuation period to assure continued compliance with the requirements of the special valuation program 3. IF THE PROPERTY IS DETERMINED INELIGIBLE for special valuation, the local review board must: a. ADVISE the applicant of the reason(s) for denial b. EXPLAIN that the applicant may appeal the decision to Superior Court 4. IF AN APPROVED PROPERTY IS LATER DISQUALIFIED, due to either the owner's failure to comply with the terms of the agreement, OR to a loss of historic value due to alterations, the local review board must NOTIFY the owner, the assessor and the Washington State Advisory Council of the disqualification. MINIMUM STANDARDS FOR A SPECIAL VALUATION AGREEMENT During the 10-year period of special valuation, the property owner shall: a. MAINTAIN the property in safe and sound condition and Applicant • Submits application to assessor no later than 24 months after beginning date of rehab work to be considered for special valuation Assessor • Reviews application for completeness • Verifies legal owner and legal description • Submits application to local review board within 10 working days • Reviews application and attachments • Determines approval or denial of application Local Review no later than December 31 of application Board year • If application is approved, notifies applicant, assessor, and State Advisory Council within ten days • Executes agreement with applicant • Returns application to assessor Assessor • Records agreement • Files agreement and application with county recording authority protect it from the elements, and repair deteriorated or broken exterior features, in compliance with The Washington State Advisory Council's Standards for Rehabilitation. b. OBTAIN written consent of the local review board prior to making further improvements or alterations to the property c. MAKE the property accessible to the public once each ye, if it is not normally visible from a public right-of-way d. OBTAIN written consent of the local review board prior to demolishing the property e. NOTIFY the assessor within 30 days if the property be- comes disqualified for special valuation, e.g. if the terms of the agreement are violated IF THE PROPERTY IS SOLD If an approved property is sold, and the new owner desires continuation for the special valuation, he must SIGN both an agreement with the local review board ensuring that program requirements will be satisfied for the duration of the special valuation period AND a Notice of Compliance section of the Ex- cise Tax Affidavit. If the notice of compliance is not signed by the new owner and attached to the real estate excise tax affidavit, all additional taxes calculated pursuant to RCW 84.26.090 shall be- come due and payable by the seller or transferor at time of sale. IMPORTANT DEADLINES • An application for special valuation must be approved or denie, before December 31 of the year in which the application is made. • Within 10 days of approving an application for special valuation, the local review board must notify the applicant and the assessor of their decision and must transmit copies of the application and its attachments, and the agreement, to the assessor's office. PHASED PROJECTS Properties which are rehabilitated in phases may receive special valuation for each phase, provided that qualified rehab expenditures for each phase exceed 25% of the assessed value of the property, exclusive of land value, at the time that phase began. Each phase is treated as though it were a separa subject to all requirements of the special valuat' Packet Pg. 27 I M E E Cn c O .N m Cn aM c H c 0 m to L a 0 w o� o� N 0 N m z a M IL c m a c d E t Q II The Timetable WITHIN 2 YEARS PRIOR TO • DATE OF APPLICATION: BEFORE OCTOBER 1 (IF SPECIAL VALUATION IS DESIRED FOR FOLLOWING YEAR): Rehabilitation work begun and completed. The rehabilitation does not necessarily have to have been started during the 24 month pe- riod, however, only costs incurred during the 24 months prior are eligible. • Applicant submits application. WITHIN 10 WORKING DAYS: • Assessor completes review and submits application to local review board. BEFORE DECEMBER 31: ' Local Review Board approves (or denies) application and executes agreement. WITHIN 10 DAYS OF ISSUING . Local Review Board submits approved THEIR DECISION: application and agreement to assessor; assessor records documents. FIRST YEAR - JANUARY 1: • Special valuation effective. SECOND YEAR THROUGH ELEVENTH YEAR: ' Taxes reflect special valuation. TENTH YEAR: • Special valuation ends. TWELFTH YEAR: • Taxes reflect revaluation of property following end of special valuation. The amount of property tax you will pay is based on the special valuation of DETERMINING your property. Special valuation is simply a value, for property tax purposes, SPECIALwhich is calculated by subtracting qualified rehabilitation expenditures from the total assessed value of the property. Your property tax may change from VALUATIONyear to year because of changes in the assessed value, but the qualified rehabilitation expenditures will continue to be deducted from the new assessment for the full ten-year period of special valuation. Packet Pg. 28 How the Application Process Works: APPLICANT: • Submits application to the assessor no later than 24 months after beginning date of the rehabilitation work to be con- sidered for Special Valuation. ASSESSOR: Reviews application for completeness. • Verifies legal owner, legal description, etc. • Submits application to local review board within ten working days. LOCAL REVIEW - Reviews application and attachments. • Determines approval or denial of application no later than BOARD: December 31st of application year. • If application is approved, notifies applicant, assessor, and State Advisory Council within ten days. ASSESSOR: • Executes agreement with applicant. • Returns application to assessor. • Records agreement. • Files application, agreement and certification statement (if applicable) with the county recording authority. • Determines special valuation and enters in tax roles separately from the normal assessed value. HOW ELIGIBLE To be eligible for special valuation, a property must be: PROPERTIES 1. Listed in the National Register of Historic Places, individually or certified as contributing to the significance of a National Register Historic ARE DEFINED District. MM 2. Listed in the Local Register of Historic Places established by a Certified Local Government (for more information about the Certified Local Government Program, contact the CLG Coordinator at 360-586-3074). AND 3. It must be of a class of historic properties approved by the local government. Note: The local government in each community determines which classes of historic properties are eligible for special valuation, and may elect to exclude some classes of property from the program. Packet Pg. 29 O (Continued from page 1) If the property is sold, the new owner must sign BOTH an agreement with the local review board for the duration of the special valuation period AND a Notice of Compliance section of the Excise Tax Affidavit. If the notice of compliance is not signed by the new owner and attached to the real estate excise tax affidavit, all ad- ditional taxes calculated pursuant to RCW 84.26.090 shall become due and payable by the seller or transferor at time of sale. Qualified Rehabilitation Expenditures The total cost of the rehabilitation must be equal to at least 25% of the assessed value of the property, exclusive of land value, prior to rehabilitation. "Qualified rehabilitation expenditures" are expenses chargeable to the project and include improvements made to the building within its original perimeter, architectural and engineering fees, permit and development fees, loan interest, state sales tax and other expenses incurred during the rehabilitation period. Not included are costs associated with acquisition of the property, or the enlargement of the building. The local review board in each jurisdiction determines which expenditures are qualified. Qualified rehabilitation expenditures for special valuation are the same as those for the Federal Investment Tax Credits. (For a detailed explanation, see 26 CFR 1.48-12(c).) Rehabilitation Standards In order to be eligible for special valuation, properties must retain their historic character after rehabilitation. The standards used by the local review board in their review and approval of the rehabilitation work are The Washington State Advisory Council's Standards for Rehabilitation. The State Advisory Council adopted The Secretary of the Interior's Standards for Rehabilitation and Guidelines for Rehabilitating Historic Buildings as their standards. THE APPLICATION PROCESS An interested property owner files an application with the assessor's office after the rehabilitation work is completed. The assessor transmits the application to the local review board, which schedules a public meeting to discuss the application. The board may determine the approval or denial of the application at this meeting, or may request additional information. Once the board has made its determination, the applicant and the assessor will be notified within ten days. If the application is filed with the assessor's office before October 1 and approved by the board, special valuation goes into effect the following year. DEADLINES TO REMEMBER Application for special valuation must be made no later than 24 months after the beginning of the rehabilitation work docu- mented for special valuation. October 1 is the deadline for applications when special valuation is desired for the following year. PARTICIPATING JURISDICTIONS At the time of this publication, the following cities and counties have implemented the special valuation program: Aberdeen Everett Port Townsend Anacortes Gig Harbor Pullman Auburn Harrington Puyallup Bainbridge Issaquah Ritzville Island Kenmore Roslyn Bellingham Kennewick Seattle Black Kettle Falls Shelton Diamond King County Shoreline Bothell Kirkland Skykomish Camas La Center Snohomish Cty Carnation Lacey Snoqualmie Centralia Lakewood Spokane City/Cty Chehalis Langley Steilacoom Cheney Longview Tacoma Cle Elum Marysville Thurston County Clark County Mason County Tumwater Colfax Newcastle Vancouver Colville North Bend Walla Walla Concrete Olympia Wenatchee Dayton Pasco Woodinville Edmonds Pierce County Yakima Ellensburg Pomeroy Technical assistance in implementing the special valuation program is available to local governments from the Department of Archaeology and Historic Preservation. IMPORTANT CONSIDERATIONS • In order for a historic property to be eligible for special valuation, it must have been substantially rehabilitated within 24 months prior to the date of application. • In order for a phased rehabilitation to be eligible, each phase of the rehabilitation must cost at least 25% o the assessed value of the property, exclusive of land value, prior to commencing that phase of work. Worl on each phase must have been completed within 24 months prior to the date of application for special valuation for that phase. • Improvements must be consistent with the historic character of the building. During the ten-year period of special valuation, additional improvements to the property are also subject to compliance with the Washington Statd Advisory Council's Standards for Rehabilitation. • The property must be maintained in good condition as long as the special valuation is in effect. • Special valuation may apply to a wide range of properties, at the discretion of the local government in each jurisdiction. • Applications may be submitted at any time, however the deadline is October 1 when special valuation is desired for the following year. Reduction in property taxes appears one year after special valuation designation and applies until the year following the en( of the ten-year period of special valuation. • Property owners who receive special valuation for a rehabilitation project may also apply for the Federal Investment Tax Credits for the same project. • A property is eligible for two seven- year extensions of the special valuatioi if. The property is located in a county that is listed as a distressed area as reported by the state employment security department; and the city is under twenty thousand in population; and the property continues to meet the criteria provided in RCW 5 84.26.030. FOR MORE INFORMATIOl\ Contact: Michelle Thompson CLG Coordinator (360) 890-2617 michelle.thompso Packet Pg. 30 I 0 E E Cn c 0 .N m a� c .E •L c 0 L a L 0 o1 o� N 0 N m Q. E 0 a c 0 0 R .v a� a CO) c d s Q Historic Preservation Commission Agenda Item Meeting Date: 06/8/2023 Unfinished Business Staff Lead: {enter Staff Lead or "N/A" here} Department: Planning Division Prepared By: Michele Szafran Background/History The HPC will continue discussion of the following items: 1) Research collections (Deiner-Karr). 2) The status of the Preservationist Newsletter 3) Organization of walking tours for the spring/summer season. 4) Annual calendar assignments, duties and general discussion. Attachments: Research Collections From Chris Deiner-Karr Packet Pg. 31 O Phillips Motor Court kr� The bronze icons on this panel include a steering wheel, the view of a 1930s era car from above, a Highway 99 Road Marker, a 30 MPH Speed Limit sign, and a diamond -shaped Road Work Ahead caution sign. Services for motorists are illustrated by the No Vacancy signs, a gas pump and a road map. Packet Pg. 32 O In the earliest days of Edmonds, overland travel was slow and uncertain. The famous Puget Sound "Mosquito Fleet" of steamboats provided the first fast and reliable transport to Edmonds in the late 1800s. When the railroad initiated passenger service in 1910 with twelve trains a day, land -based travel became much more convenient. However, it was the growth in private car ownership and the development of a network of roads, highways, and auto ferries that spurred a population boom for Edmonds and the surrounding communities in the middle of the 20th century. One of Edmonds' most prominent pioneers, A.M. Yost, was the first Edmonds resident to purchase an automobile, in June of 1911. Yost and his family demonstrated their faith in this new form of transportation by founding the Yost Auto Company at 5th Ave South and Dayton St in 1913. The Phillips Motor Court was constructed by Donald Phillips in 1941 to serve motorists passing through Edmonds, offering not just a place for a weary traveler to sleep, but also a garage to keep the family car warm and dry. The buildings are now apartments. Packet Pg. 33 L „s Packet Pg. 34 Snohomish County Online Government Information & Services Structure Information Close Window General Description Parcel Number 00434207700500 (R01) Structure Class Dwelling Structure Type 1 1/2 Story w/Basement Year Built 1901 Exterior Features Foundation Conc or CB Exterior Siding -Lap ROOF Type: Gable Pitch Medium Cover Composition Interior Features Bedrooms 4 Full or 3/4 Baths 2 1/2 Baths 0 Floor Area Heat Forced Hot Air - Gas Fireplace Masonry fireplace Floor 1 Base SF 1223 Finished SF 1223 Floor 2 Base SF 230 Finished SF 230 Floor B Base SF 662 Finished SF 0 Garage(s), Carport(s) and major outbuilding(s) Detached Garage SF 416 Other Features Packet Pg. 35 O I F Packet Pg. 36 O Cm' L View this sketch in a separate window Use the structure sketches and information at your own risk. Sketches are extracted from County records on a regular basis and may not be current. All structure sketches, maps, data, and information set forth herein ("Data"), are for illustrative purposes only and are not to be considered official citation to, or representation of, the Snohomish County Code. Amendments and updates to the Data, together with other applicable County Code provisions, may apply which are not depicted herein. Snohomish County makes no representation or warranty concerning the content, accuracy, currency, completeness or quality of the Data contained herein and expressly disclaims any warranty of merchantability, fitness for any particular purpose. All persons accessing or otherwise using this Data assume all responsibility for use thereof and agree to hold Snohomish County harmless from and against any damages, loss, claim or liability arising out of any error, defect or omission contain within said Data. Washington State Law, Ch. 42.56 RCW, prohibits state and local agencies from providing access to lists of individuals intended for use for commercial purposes and, thus, no commercial use may be made of any Data comprising lists of individuals contained herein. Close Window Packet Pg. 37 TAPE PICTURE HERE v BUILDING PERMITS DATE NUMBER AMOUNT CONSTRUCTION DATA -- DATE FINISHED DA PER CE-14T L, NFINISH ED DATE RE m6oc'-co DATE mov ED VALUATION ACRESOR L.C)T Nu"FiER LAND BLDG INITIAL, DATE SALES DATA SALE DATE INSTRUMENT RECEIPT 4 U 10 4 A 4 7 1- (;,'1 F, 1) t 1 T1 r I 'rip, f. 0 S T p I (-,T 15 A"NFI'� IT Y (IF r�Lt/ n7'T —fin — tr. nT 1L} c."), 1,! 6 F'r r It f, I LC3T', 6 r, 7 HIGHEST AND BEST USE VALUE.- -TM —PROVED UN —IMPROVED TIMBER TOTAL TOTAI ACRES -VALUE ACRES VALUE ACRES VAL i.E ACRES AV TYPE DATE CONST FLOOR ROOF DIMENSION SF CONDITION FACTOR VALUE *b NET BUILT AREA DEP VALUE I Packet Pg. 38 1 ............................ . . . . . . . . . . . . . . . . . . . . . r 2�- . . . . . . . . . . . . . . . . . ................... . . . . . . . . . . . . . . . . . . . r . . . . . . . . . . . . . . . . . . . i > LU �.. 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