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HomeMy WebLinkAboutSARMIENTO, VINCENT F.ti. :5 Return FULLY EXECUTED Copy to City Clerk, M-30 RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: City Clerk's Office Recorded in Official Records, Orange County Hugh Nguyen, Clerk -Recorder jf1il 11111 1h 111 11111NO FEE *$ R 0 0 1 5 9 2 7 4 2 5$ 202500033101011:43 am 11126/25 513 RecWiniA Al2 18 0.00 0.00 0.00 0.00 51.00 0.00 0.00 0.00 0.00 0.00 FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 o ngP,(m)MV262015 (,xnuZap i em 1 HISTORIC PROPERTY PRESERVATION AGREEMENT A-2025-149 fed ro C70M-0- (PZ) This Historic Property Preservation Agreement ("Agreement") is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized ' and existing under the Constitution and laws of the of the State of California (hereinafter referred to as "City"), y ), and Vincent F. Sarmiento and Eva Casas-Sarmiento Husband and Wife as Joint Tenants (hereinafter collectively referred to as "Owner"), owner of real property located at 1617 E. Fourth Street, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties. RECITALS A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the "Mills Act") to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity. B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 1617 E. Fourth Street, Santa Ana, California, Santa Ana, CA, 92701 and more particularly described in Exhibit "A," attached hereto and incorporated herein by reference, and hereinafter referred to as the "Historic Property." C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code. D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner. . EV(A CQSas MILLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 92701 E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division I of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code. NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows: 1. Effective Date and Terms of Agreement. This Agreement shall be effective and commence on September 17, 2025, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreement, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below. 2. Renewal. a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein. b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party. Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein. C. Within 30 days from receipt of City's notice of nonrenewal, the Owner may file a written protest of City's decision of nonrenewal. The City may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply. 3. Standards and Conditions for Historic Property. During the tern of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions: a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character - defining features described in the "Historical Property Description" attached hereto, marked as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings, textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City. -2- MILLS ACT AGREEMENT 1617 East Fowth Street Santa Ana, CA 92701 b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior's Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition. C. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character -defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior's Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner's compliance with the terms and provisions of this Agreement. f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, "Proposed Structure and Site Improvements" and the City Council Historic Property Preservation Agreement (HPPA No. 2025-05) staff report dated September 16, 2025. All work items shall be completed within the first ten years of the Mills Act Agreement. Proof of completion, as requested by the City of Santa Ana, will be required in order to satisfy and maintain the Mills Act Agreement. Staff approval is required before items are amended or removed/replaced from the improvements list. 4. Furnishing of Information. The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement. 5. Cancellation. a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, ct. seq., may cancel this Agreement if it determines that the -3- AHLLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 92701 Owner have breached any of the conditions of this Agreement, or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 1/2) percent by Government Code Section 50286) of the current fair market value of the property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement. b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. C. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288. G. Enforcement of Agreement. a. In lieu of and/or in addition to any provisions to cancel the Agreement as referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner, the City shall give written notice to Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by Owner), then City may, without further notice, declare a default under the terms of this Agreement and may bring any action necessary to specifically enforce the obligations of Owner growing out of the terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by Owner or apply for such relief as may be appropriate. b. City does not waive any claim of default by the Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City's regulations governing historic properties are available to City to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder. M,E MILLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 92701 7. Binding effect of Agreement. a. Owner hereby subjects the Historic Property, located at 1617 East Fourth Street, Santa Ana, California, Assessor Parcel Number, 398-401-24, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement. b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner's successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument. C. This property is listed in the Santa Ana Register of Historical Properties (Register). In any real property transaction, the owner of this property or the owner's representative shall provide the buyer of this property with notice that the property is listed on the City's historic Register. 8. No Compensation. Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property. 9. Notice. Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that inay be later specified by the parties hereto. City: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: City Clerk's Office Owners: Vincent F. Sarmiento and Eva Casas-Sarmiento, Husband and Wife as Joint Tenants 1617 East Fourth Street Santa Ana, CA 92701 -5- MILLS ACT AGREEMENT 1617East Fourth Street Santa Ana, CA 92701 10. General Provisions. a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise. b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property. C. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever. e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney's fees to be fixed by the court, in addition to court costs and other relief ordered by the court. f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby. g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County. It. Recordation. No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to be recorded in the office of the County Recorder of the County of Orange. -6- MILLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 9270I 12. Amendments. This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto. 13. Effective Date This Agreement shall be effective on the day and year first written above in Section 1. {Signature page follows) -7- ATTEST: OWNERS Date: Q ( �� Date: t0V?-T— APPROVED AS TO FORM: SONIA CARVALHO City Attorney is �',—�•-..L Deputy City Attorney MILLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 92701 CITY OF SANTA ANA City Manager PC POP f d"amuproi.p, RECOMMENDED FOR APPROVAL: ALI PEZESHKPOUR Executive Director Planning and Building Agency 2:2 CALIFORNIA ACKNOWLEDGMENT CIVIL. CODE § 1189 �: G -0 C^..¢ -:sSrF.b+.4ES'!{^3:* .:? 3y<:i �f§iG•} C 7�ii^�iy�3'f �� ":�:: t�' 4�xej'i; i : � • 54 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California } County of e, j} On NG1embef Z5I 2,025 before me, EVSI4n Meek. ;V ty'M N Pub1.1C, Date Aere Insert Name and Title of the dfficer personally appeared -Alvaro Iv u 2 Nome(s) of Signer(s) who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing =VERRA paragraph is true and correct. Ij aliforniaOran8 �WITNESS my hand and official seal. 60b3ay 3, 20" Signature Place Notary Seal and/or Stamp Above SLmlah e of Notary Public AP' 1-1AI Completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document. Description of Attached Document Title or Type of Document: Document Date: Signer(s) Other Than Named Above: Capacity(ies) Claimed by Signer(s) Signer's Name: 0 Corporate Officer — Title(s): ❑ Partner — ❑ Limited ❑ General ❑ Individual ❑ Attorney in Fact ❑ Trustee ❑ Guardian or Conservator ❑ Other: Signer is Representing: C2019 National Notary Association Number of Pages: Signer's Name: ❑ Corporate Officer — Title(s): ❑ Partner — ❑ Limited ❑ General ❑ Individual ❑ Attorney in Fact ❑ Trustee ❑ Guardian or Conservator 11 Other: Signer is Representing: CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE § 1189 - _ - — — A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of f (4I,4 On _ III 10130.2S before me, ) r r0 �G�ivC11� M A i�G t�a n.Fj J l�,lil�l4t�� � �iC Date Here Insert Name and Title of the Officer personally appeared Ouiyt Tlavio �dia�eulo nuJ GvcG c"a�crS Name(s) of Signer(s) who proved to me on the basis of satisfactory evidence to be the personk&l'whose namj isly subscribed to the within instrument and acknowledged to me that he/she/tth<y executed the same in his/her/thah�'a—uthorized capacity(ip8j',`and that by his/her/t signatuxe(on the instrument the perso,pw or the entity upon behalf of which the perspn(4-acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. HORTENCIAMARIAMOUNA WITNESS my hand and official seal. Commission # 251454' ' • Notary PuNio - California ORANGE County My Comm. Expires MAR 16.2029 Signature Signature of Notary Public Place Notary Seat Above ` _ OPTIONAL Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document. Description of Attached Document Title or Type of Document: Number of Pages: Document Date: Signer(s) Other Than Named Above: Capacity(ies) Claimed by Signer(s) Signer's Name: E Corporate Officer — Title(s): 17 Partner J Limited ❑ General C Individual Attorney in Fact 1 j Trustee Guardian or Conservator n Other: Signer Is Representing: Signer's Name: _ I Corporate Officer — Title(s): I Partner — I l Limited f:..l General t l Individual Attorney in Fact CI Trustee i Guardian or Conservator -I Other: Signer Is Representing: 02014 National Notary Association • www,NationaiNo'Lary.org • 1-800-US NOTARY (1-800-876-6827) Item #5907 EXHIBIT A LEGAL DESCRIPTION PARCELI: MILLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 92701 THE EAST 35 FEET OF LOTS 2 AND 13, THE WEST 65 FEET OF LOTS 3 AND 12 OF S. H. FINLEY HOME TRACT, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS SHOWN ON A MAP RECORDED IN BOOK 4, PAGE 93 OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA. EXCEPTING THEREFROM THE NORTH 144 FEET. PARCEL 2: THE EAST 5 FEET OF LOTS 3 AND 12, THE WEST 20 FEET OF LOTS 4 AND 11 OF THE S. H. FINLEY HOME TRACT, AS SHOWN ON A MAP RECORDED IN BOOK 4, PAGE 93 OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA. EXCEPTING THEREFROM THE NORTH 144 FEET. Assessor's Parcel Number: 398-401-24 EXECUTIVE SUMMARY Exhibit B BORCHARD HOUSE 1617 East Fourth Street Santa Ana, CA 92701 NAME Borchard House REF. NO. ADDRESS 1617 East Fourth Street CITY Santa Ana ZIP 92701 ORANGE COUNTY YEAR BUILT 1924 LOCAL REGISTER CATEGORY: Landmark HISTORIC DISTRICT NIA NEIGHBORHOOD I Saddleback View NATIONAL REGISTER CRITERIA FOR EVALUATION I B, C NATIONAL REGISTER STATUS CODE 3S Location: ❑ Not for Publication ® Unrestricted ❑ Prehistoric ® Historic ❑ Both ARCHITECTURAL STYLE: Mission/Spanish Colonial Revival The Mission/Spanish Colonial Revival style, as its name implies, encompasses two major subcategories. The Mission Revival vocabulary, popular between 1990 and 1920, drew its inspiration from the missions of the Southwest. Identifying features include curved parapets (or espadona); red tiled roofs and coping; low-pitched roofs, often with overhanging eaves; porch roofs supported by large, square piers; arches; and wall surfaces commonly covered in smooth stucco. The Spanish Colonial Revival flourished between 1915 and 1940, reaching its apex during the 1920s and 1930s. The movement received widespread attention after the Panama - California Exposition in San Diego in 1915, where lavish interpretations of Spanish and Mexican prototypes were showcased. Easily recognizable hallmarks of the Spanish Colonial Revival are low-pitched roofs, usually with little or no overhangs and red tile roof coverings, flat roofs surrounded by tiled parapets; and stuccoed walls. The Spanish vocabulary also includes arches; asymmetry; balconies and patios; window grilles; and decorative elements of wood, wrought iron, tile, or stone. SUMMARY/CONCLUSION: The Borchard House qualifies for listing in the Santa Ana Register of Historical Property under Criterion 4 as the work of Frederick Eley, a notable architect whose style influenced the City"s architectural development. Additionally, the Borchard House has been categorized as "Landmark" for its "unique architectural significance" as a highly intact and finely detailed example of Eley's interpretation of the Spanish Colonial Revival style applied to a large residential commission (Municipal Code, Section 30-2.2). EXPLANATION OF CODES: National Register Criteria for Evaluation: (From Appendix 7 of Instructions for Recording Historical Resources, Office of Historic Preservation) B: that are associated with lives of persons significant in our past. C: that embody the distinctive characteristics of a type, period, or method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction. National Register Status Code: (From Appendix 2 of Instructions for Recording Historical Resources, Office of Historic Preservation) 3S: Appears eligible for separate listing. State of California —The Resources Agency DEPARTMENT OF PARKS AND RECREATION PRIMARY RECORD Pane 1 of .3 Primary #. HRI # NRHP Status Code Other Listings Review Code Reviewer RPSnnrr:P namP(cl or niimhPr to minnarl by rarnrr€ar) Rnrrhnrrr Nni a Date P1. Other Identifier: *P2. Location: []Not for Publication ■Unrestricted *a. County Orange County *b. USGS 7.5' Quad TCA 2555 Date: *c. Address 1617 East Fourth Street City Santa Ana Zip 92701 *e. Other Locational Data: Assessor's Parcel Number 398-401-24; FINLEY HOME TR LOT 2 POR OF LOT AND LOT 3 AND POR OF LOTS 4, 11,12, & 13. *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.) Deeply set back from the north side of East Fourth Street, this is a two-story residence in the Spanish Colonial Revival style. Rectangular in plan, the stucco -covered building is capped by a tiled hip roof. A pair of belt courses circles the building, giving the lower story added prominence by its greater height. The fagade consists of five bays, the central three of which form a nearly symmetrical composition around a central entry. Four steps, flanked by pedestals carrying lampposts, lead up to an arched opening defined by archivolts and a keystone. The walls of the barrel-vaulted vestibule are finished to resemble dressed masonry. A wrought iron grille containing the letter'B" embellishes the round -headed oak door. Shading the entry, a second story ironwork balcony sits on the keystone and two corbels. Three arched French doors, separated by spiraled columns, open onto the balcony. The arched theme continues on the lower story east bay, where three pairs of French doors are adomed with balconets. Most other openings are one -over -one double -hung sash in type, arranged in widely spaced pairs. The westernmost bay contains a porte cochere, through whose segmental arched opening a one-story garage and guest house, stucco -sided and tile -roofed, can be glimpsed. A curved driveway leads to the pone cochere. On the east, a (See Continuation Sheet 3 of 3J *P3b. Resource Attributes: (list attributes and codes) HP2. Single-family Property *P4. Resources Present: ■Building ❑Structure ❑Object ❑Site ❑District RElement of District ❑Other P5b. Photo: (view and date) South elevation November 2002 *P6. Date Constructed/Age and Sources: ■historic 19241 Source: Building Permit *P7. Owners and Address: Vincent F. Sarmiento, Eva Casas- Sarmiento and Irma Sarmiento 224 East Third Street Santa Ana, CA 92701 *P8. Recorded by: Leslie J. Heumann SAIC 35 S. Raymond Ave. # 204 Pasadena, CA 91105 *P9. Date Recorded: January 2, 2003 *P10. Survey Type: Intensive Survey Update *P11. Report Citation: (Cite survey report and other sources, or enter "none") Les, Kathleen. "Historic Resources Inventory 1617 E Fourth Street," December 1979. *Attachments: ❑None ❑Location Map ❑Sketch Map ■Continuation Sheet ■Building, Structure, and Object Record ❑Archaeological Record ❑District Record ❑Linear Feature Record ❑Milling Station Record ❑Rock Art Record ❑Artifact Record ❑Photograph Record G Other (list) DPR 523A (1195) *Required information State of California — The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# BUILDING, STRUCTURE, AND OBJECT RECORD Page 2 of 3 *NRHP Status Code 3S *Resource Name or #: Borchard House B1. Historic Name: Borchard House B2. Common Name: Borchard-Dixon-Bassett House B3. Original Use: Single-family Residence B4. Present Use: Offices *135. Architectural Style: Mission/Spanish Colonial Revival *136. Construction History: (Construction date, alterations, and date of alterations): Constructed in 1924. September 3, 1924. Residence and garage. (Note: no other building permits were found.) *137. Moved? ■No ❑Yes ❑Unknown Date: Original Location: *B8. Related Features. Garagelguest house, original concrete driveway, pergola, mature trees and landscaping including palms, entry light standards. 69a. Architect: Frederick Eley b. Builder: Unknown *810. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: circa 1880-1946 Property Type: Single-family Residence Applicable Criteria: B, C (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Borchard House is architecturally significant for its elegant and highly intact design by renowned Santa Ana architect Frederick Eley. It is also notable for its historic association with three prominent Santa Ana families. According to the building permit, the house was constructed in 1924 at a cost of $30,000, a substantial sum of money at the time. Leo and Marie Borchard, a prosperous ranching and investment family, were the original owners. Leo Borchard was the eldest of a family of five brothers and sisters whose father, Casper, was a successful farmer in Ventura County. Leo Borchard came to the Santa Ana vicinity in 1900, and with his brother Frank became a major landholder, farming over 2, 000 acres, the majority of which was in the Santa Ana area. The Borchards were well-known not only for their acreage, but also for their innovative and early use of tractors in fanning, for their widespread road -building and drainage work, and for the raising of Norman-Percheron horses and mules. During the Depression, the Borchards sold the estate to Dr. and Mrs. Winfield E. Dixon. Dr. Dixon (See Continuation Sheet 3 of 3.) B11. Additional. Resource Attributes: (List attributes and codes) *1312. References: City of Santa Ana Building Permits Santa Ana History Room Collection, Santa Ana Public Library (1977 Cultural Heritage Committee research & 1985 Historical Landmarks Inventory Form) Sanborn Maps (See Continuation Sheet 3 of 3.) B13. Remarks: *1314. Evaluator: Leslie J. Heumann (This space reserved for official comments.) *Date of Evaluation: January Z 2003 Sketch Map Borchard House 1617 East Fourth Street Z a l w n � O 'T A A f. P 1 � C I A..' A 94 y ` ✓ C DPR 523B (1I95) *Required information State of California --The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # CONTINUATION SHEET Trinomial Page 3 of 3 Resource Name or # (Assigned by recorder) Borchard House *Recorded by Leslie J. Neumann *Date January 2, 2003 0 Continuation ❑ Update *P3a. Description (continued); one-story wing is topped by a balcony. The front lawn is accented by a pair of palm trees and other mature plantings. In the rear, a portion of an original pergola stands at the northeast comer of the property. Although the house has been converted into offices, it appears to be unchanged on the exterior. *1310. Significance (continued): practiced from his home and also served on the City Council in 1942-1943. In 1955, the residence was purchased by G. Willard and Hazel Bassett, who utilized the property as a home and music school. Willard Bassett was also the director of music at the United Presbyterian Church in Santa Ana. Mr. Bassett, a respected voice instructor and soloist, died in 1973, after which Mrs. Bassett, also a soloist, and her son Ralph continued to occupy the property and teach music (Les, 1979). By 1992, the house had been converted into offices for Continental Dental Plan. The Borchard House is located on East Fourth Street, several blocks east of downtown. This area, on the outskirts of town at the time the house was constructed, offered generously sized lots well suited to the substantial massing of this 4,600 square foot ten -room residence. Showcasing Frederick Eley's mature style, the house was constructed concurrently with the Santa Ana Ebell and YMCA Clubhouses, also exercises in Spanish -Mediterranean design. Eley, bom and educated in England, arrived in southern California in 1907 after spending a few years in Canada. He settled in Santa Ana and opened an office in 1911, quickly establishing a reputation for residential and school design throughout Orange County. Other key commissions included churches and government buildings. From 1911 until he left Santa Ana in 1937, but particularly from the mid Teens through the mid Twenties, Eley was Santa Ana's foremost architect. The Borchard House offered an opportunity to design a home on a generous budget, and the gracefully designed exterior, incorporating elements culled from the Italian Renaissance Revival, and lavishly appointed interior featuring a generous use of wood, is a particularly notable survivor of Eley's distinguished career. Other interior highlights included a living room fireplace, tiled from hearth to ceiling, decorative ceiling treatments, elaborate crown moldings, leaded glass pocket doors, and a built-in sideboard. Equally impressive, the grounds incorporated formal gardens whose highlights included a pergola and a rose garden containing some 200 specimens. The Borchard House qualifies for listing in the Santa Ana Register of Historical Property under Criterion 2 as the work of a notable architect whose style influenced the City's architectural development. Additionally, the house has been categorized as "Landmark" for its unique architectural quality as a highly intact and finely detailed example of Eley's interpretation of the Spanish Colonial Revival style applied to a large residential commission. All original exterior features of the Borchard House are considered character -defining and should be preserved, including, but not limited to: materials and finishes; roof configuration, materials, and detailing; massing,- entry configuration and detailing; poste cochere; windows, doors, and balconies; architectural details such as columns; corbels, archivolt, and wrought ironwork; garage/guest house; and original landscape features such as the pergola, driveway, palm trees and other mature trees. *1312. References (continued): Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998. Marsh, Diann. Santa Ana, An Illustrated History, Encinitas, Heritage Publishing, 1994. McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984. National Register Bulletin 16A. "How to Complete the National Register Registration Form. " Washington DC: National Register Branch, National Park Service, US Dept. of the Interior, 1991. Office of Historic Preservation. `Instructions for Recording Historical Resources." Sacramento: March 1995. Richardson, Robert. Orange County's Pioneer Architect. Frederick Eley. Santa Ana, Santa Ana Historical Preservation Society, 2002. Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969. Pleasants, Mrs. J. E. History of Orange County. Biographical Volume Ill. Los Angeles, J. R. Finnell & Sons, 1931, Santa Ana City Directory, 1926, 1930, DPR 523L MILLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 92701 Exhibit C Exterior work shall be reviewed by the Historic Resources Connuission and subject to the U.S. Secretary of the Interior's Standards for Rehabilitation of Historic Buildings, as follows: 1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose. 2. The distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible. 3. All buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged. 4. Changes which may have taken place in the course of tune are evidence of the history and development of a building, structure, or site and its environment. These changes may have acquired significance in their own right, and this significance shall be recognized and respected. 5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity. 6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures. 7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken. 8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project. 9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, and such design is compatible with -1- MILLS ACT AGREEMENT 1617 East Fourth Street Santa Ana, CA 92701 size, scale, color, material and character of the property, neighborhood, or environment. 10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired. -2- Exhibit D: Proposed Structure and Site Improvements ("Work Plan") 1617 East Fourth Street Item Year Improvement 1 2025 Repaint metal gate to side yard, located east of the residence. 2 2026 Repair and resurface cracked front steps and porch floor with flaked quartz aggregate surface and repair cracks in grout of porch floor tile. Staff approval of materials is required. 3 2027 Repair cracked concrete walkways and other similar surfaces throughout the property; replace concrete with material of matching appearance and texture, as necessary. 4 2027 Assess fascia and rain gutters on primary and secondary buildings and repaint, repair, or replace in -kind, as necessary. 5 2027 Assess cracked stucco on exterior walls; repair as necessary. 5 2028 Replace galvanized steel water heater enclosure located at the rear of the secondary building, with a compatible, stucco -clad enclosure that is designed to match the materials and visual character of the building. The enclosure should meet all code requirements from the Planning and Building Agency, including but not limited to, California building code requirements. 7 2028 Repaint exterior walls of primary and secondary buildings in historically appropriate color to address existing peeling, blistering, cracking, and discoloration. 8 2030 Assess windows on primary and secondary buildings and repaint, repair, or replace in -kind, as necessary. Window repair and replacement is subject to staff approval. 9 2031 Repair cracked surface of front porch alcove walls.