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AGENDA
HISTORIC PRESERVATION COMMISSION
REGULAR SESSION
October 7, 2019
HOPI CONFERENCE ROOM
11000 N. LA CAÑADA DRIVE
REGULAR SESSION AT OR AFTER 5:00 PM
CALL TO ORDER
ROLL CALL
CALL TO AUDIENCE - at this time, any member of the public is allowed to address the Commission on any
issue not listed on today’s agenda. Pursuant to the Arizona open meeting law, individual Commission
members may ask Town staff to review the matter, ask that the matter be placed on a future agenda, or
respond to criticism made by speakers. However, the Commission may not discuss or take legal action on
matters raised during "Call to Audience." In order to speak during "Call to Audience", please specify what
you wish to discuss when completing the blue speaker card.
COUNCIL LIAISON COMMENTS
INFORMATIONAL ITEMS (this item is for report/comments only, no discussion is allowed)
Current information for Historic Preservation Commissioners1.
Report from Oro Valley Historical Society President2.
Report from Gail Munden, HPC liaison to the Oro Valley Historical Society3.
REGULAR SESSION AGENDA
1.REVIEW AND APPROVAL OF THE SEPTEMBER 9, 2019 REGULAR SESSION MEETING MINUTES
2.DISCUSSION ON THE POSSIBILITY OF A PUBLIC-PRIVATE PARTNERSHIP TO REPAIR THE
PROCTER LEIBER HOUSE
3.DISCUSSION ON THE STEAM PUMP RANCH MASTER PLAN RELATED TO STABILIZING THE
INTERIOR OF THE LEIBER HOUSE
4.DISCUSSION ON FUNDS GENERATED FROM EVENTS HOSTED AT STEAM PUMP RANCH
FUTURE AGENDA ITEMS
The Historic Preservation Commission may bring forth general topics for future meeting agendas. Discussion must
be limited to clarification only. The next Historic Preservation Commission meeting is tentatively scheduled for
Monday, November 4, 2019 at 5:00 p.m.
ADJOURNMENT
POSTED: 10/1/19 at 5:00 p.m. by pp
POSTED: 10/1/19 at 5:00 p.m. by pp
When possible, a packet of agenda materials as listed above is available for public inspection at least 24 hours prior
to the Commission meeting in the Town Clerk's Office between the hours of 8:00 a.m. – 5:00 p.m.
The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs
any type of accommodation, please notify the Town Clerk’s Office at least five days prior to the Commission meeting
at 229-4700.
INSTRUCTIONS TO SPEAKERS
Members of the public have the right to speak during any posted public hearing. However, those items not
listed as a public hearing are for consideration and action by the Commission during the course of their
business meeting. Members of the public may be allowed to speak on these topics at the discretion of the
Chair.
If you wish to address the Commission on any item(s) on this agenda, please complete a blue speaker card located
on the Agenda table at the back of the room and give it to the Recording Secretary. Please indicate on the
speaker card which item number and topic you wish to speak on, or if you wish to speak during “Call to
Audience,” please specify what you wish to discuss when completing the blue speaker card.
Please step forward to the podium when the Chair announces the item(s) on the agenda which you are interested in
addressing.
1. For the record, please state your name and whether or not you are a Town resident.
2. Speak only on the issue currently being discussed by the Commission. Please organize your speech, you will only
be allowed to address the Commission once regarding the topic being discussed.
3. Please limit your comments to 3 minutes.
4. During “Call to Audience”, you may address the Commission on any issue you wish.
5. Any member of the public speaking must speak in a courteous and respectful manner to those present.
Thank you for your cooperation.
“Notice of Possible Quorum of the Oro Valley Town Council, Boards, Commissions and Committees: In accordance
with Chapter 3, Title 38, Arizona Revised Statutes and Section 2-4-4 of the Oro Valley Town Code, a majority of the
Town Council, Board of Adjustment, Historic Preservation Commission, Parks and Recreation Advisory Board,
Stormwater Utility Commission, and Water Utility Commission may attend the above referenced meeting as a
member of the audience only.”
Historic Preservation Commission
Meeting Date:10/07/2019
Requested by: Maritza Valenzuela, Parks and Recreation
Submitted By:Jeanna Ancona, Community and Economic Development
SUBJECT:
INFORMATIONAL ITEMS (this item is for report/comments only, no discussion is allowed)
Current information for Historic Preservation Commissioners1.
Report from Oro Valley Historical Society President2.
Report from Gail Munden, HPC liaison to the Oro Valley Historical Society3.
RECOMMENDATION:
This item is informational only.
EXECUTIVE SUMMARY:
N/A.
BACKGROUND OR DETAILED INFORMATION:
N/A.
FISCAL IMPACT:
N/A.
SUGGESTED MOTION:
This item is informational only.
Attachments
Oct 2019 Education and Information Staff Report
HPC Education and Information
October 7, 2019
Tax Aspects of the Historic Preservation
Tax Incentives - FAQs
1. Who can claim a rehabilitation tax credit?
The rehabilitation tax credit is available to the person(s) and/or the entity who holds title
to the property.
2. How can property owned by a tax-exempt entity utilize rehabilitation tax credits?
The rehabilitation tax credit would be of no use to a tax-exempt entity. However, in
many instances, tax-exempt entities are involved in rehabilitation projects by forming a
limited partnership and maintaining a minority ownership interest as a general partner.
In these situations, the limited partners would be entitled to the rehabilitation tax credit
and the tax exempt entity is able to ensure that their organizational goals are being met.
3. When can a taxpayer claim the rehabilitation tax credit?
The property must be substantially rehabilitated. During a 24-month period selected by
the taxpayer, rehabilitation expenditures must exceed the greater of the adjusted basis
of the building and its structural components or $5,000. The basis of the land is not
taken into consideration. It is important to note that any expenditure incurred by the
taxpayer before the start of the 24-month period will increase the original adjusted
basis. See Treasury Regulation 1.48-12(b)(2).
If the rehabilitation is completed in phases, the same rules apply, except that instead of
a 24-month period, a 60-month period is substituted. This phase rule is available only if
the taxpayer meets three conditions:
1. There is a written set of architectural plans and specifications for all phases of the rehabilitation.
(If the written plans outline and describe all phases of the rehabilitation, this will be accepted as
written plans and specifications);
2. The written plans must be completed before the physical work on the rehabilitation begins; and
It can be reasonably expected that all phases of the rehabilitation will be completed.
3. The property must be placed in service. See Treasury Regulation 1.46-3(d) for definition of
"placed in service." The rehabilitation credit is generally allowed in the taxable year the
rehabilitated property is placed in service provided that the building has met the "qualified
rehabilitated building" requirements for the 24 month period ending in that taxable year. A
qualified rehabilitated building is defined as that which has been substantially rehabilitated and
was placed in service as a "building" before the beginning of the rehabilitation (as opposed to a
ship, airplane, bridge, etc). See Treasury Regulation 1.48-12(b).
If the taxpayer fails to complete the physical work of the rehabilitation prior to the date
that is 30 months after the date the taxpayer filed a tax return on which the credit is
claimed, the taxpayer must submit a written statement to the District Director stating
such fact and shall be requested to sign an extension to the statute of limitations. See
Treasury Regulation 1.48.12(f)(2).
4. What is the definition of "placed in service?"
"Placed in service" generally means that the appropriate work has been completed
which would allow for occupancy of either the entire building, or some identifiable
portion of the building. See Treasury Regulation 1.46-3(d).
What is an RFP (Request for Proposal)?
A) A request for proposal (RFP) is a document that solicits proposal, often made
through a bidding process, by an agency or company interested in procurement
of a commodity, service, or valuable asset, to potential suppliers to submit
business proposals.
B) A request for proposal (RFP) is a business document that announces and
provides details about a project, as well as solicits bids from contractors who will
help complete the project. Most organizations prefer using RFPs, and, in many
cases, governments only use requests for proposal.
What is an RFP (Request for Proposal)?
A) A request for information (RFI) is a common business process whose purpose
is to collect written information about the capabilities of various suppliers.
Normally it follows a format that can be used for comparative purposes.
B) A request for information is a document that asks for information from suppliers
about their products and/or services. It is a preliminary document, usually sent
early in the buying process, with the purpose of gathering general information
about a vendor’s ability to meet a company’s needs and solve unique problems.
Historic Preservation Commission 1.
Meeting Date:10/07/2019
Submitted By:Maritza Valenzuela, Parks and Recreation
SUBJECT:
REVIEW AND APPROVAL OF THE SEPTEMBER 9, 2019 REGULAR SESSION MEETING MINUTES
RECOMMENDATION:
Staff recommends approval.
EXECUTIVE SUMMARY:
N/A.
BACKGROUND OR DETAILED INFORMATION:
N/A.
FISCAL IMPACT:
N/A.
SUGGESTED MOTION:
I MOVE to approve (approve with changes), the September 9 minutes as written.
Attachments
09/09/19 Draft Minutes
D R A F T
MINUTES
HISTORIC PRESERVATION COMMISSION
REGULAR SESSION
September 9, 2019
HOPI CONFERENCE ROOM
11000 N. LA CAÑADA DRIVE
REGULAR SESSION AT OR AFTER 5:00 PM
CALL TO ORDER
Chair Huff called the meeting to order at 5:00 p.m.
ROLL CALL
Present: Dan Huff, Chair
Dan Biel, Vice Chair
Michael Wilson, Commissioner
Steve Hannestad, Commissioner
Gail Munden, Commissioner
Absent: Susan Kalasunas, Commissioner
Timothy Bohen, Commissioner
Staff Present:Lynanne Dellerman, Recreation Manager
Steve Solomon, Town Council Liaison
Attendees: Gary Cohen, Attorney for the Town
CALL TO AUDIENCE
There were no speaker requests.
COUNCIL MEMBER LIAISON REPORT/COMMENTS
Council Liaison Solomon did not have any updates.
INFORMATIONAL ITEMS (this item is for report/comments only, no discussion is allowed)
Current information about Historic Preservation for Commissioners
There were no updates.
1.
Report from Oro Valley Historical Society President
Roxy Johnson, the Oro Valley Historical Society President spoke about the Fundraising the Society
continues to do throughout the year.
2.
Report from Gail Munden, HPC liaison to the Oro Valley Historical Society
There were no updates.
3.
REGULAR SESSION AGENDA
1.REVIEW AND APPROVAL OF THE JUNE 3, 2019 REGULAR SESSION MEETING MINUTES
Motion by Commissioner Gail Munden, seconded by Commissioner Michael Wilson to approve the
meeting minutes as written.
Vote: 5 - 0 Carried
2.DISCUSSION AND PRESENTATION BY DAN ADAMS REGARDING IDEAS FOR FUTURE USAGE OF
PROCTOR / LEIBER HOUSE
Dan Adams presented a power point presentation with regard to Steam Pump Ranch improvements and
funding for them. Dan Adams says that with improvements we may see profit going forward.
Commissioners asked questions regarding funding and how it would take place. Dan discussed possible
lease options.
3.DISCUSSION AND POSSIBLE ACTION TO APPROVE THE STAFF RECOMMENDED PRIORITIZATION
OF THE FY19/20 STEAM PUMP RANCH CAPITAL IMPROVEMENTS
One blue card was presented with regard to this item. Twink Monard read a letter from Paul Loomis that
was meant for the Historical Preservation Commission members. The letter stated that Mr. Loomis would
like the staff to take a different direction with future funds and use them for improvements to Steam Pump
Ranch instead of preservation of the property. Gail Munden agrees with the recommendations in Paul
Loomis’s letter. She states that the Pusch house needs to be finished. Dan Biel ask questions regarding
the fire code and if we have a plan for fire protection at the Ranch.
Steve Hannasted moves to go against staff recommendation for allocation of CIP funds for the ranch.
Steve states that he has museum experience and that we must have fire protection and a security system
before moving forward with anything else at the Ranch.
Kristy Diaz- Trahan explains that the core values of the Historic Preservation Committee are to preserve
the property and not let it deteriorate. Dan Huff asks how many years it might be before we can start
storing borrowed artifacts at the Ranch. Kristy Diaz-Trahan says that we need to continue restoration and
stabilization of the Carlos house.
Lynanne Dellerman talks about stabilization done in 2015 and that really only lasts one year. It is of utmost
importance that we keep up with the need. Dan Huff explains that he realizes how hard it is to get
movement with regard to funds. He states that more funds mean a big impact on structures at the Ranch.
Michael Wilson asks if there is a possibility to do both improvements and restoration. Kristy Diaz-Trahan
sates that there are not enough funds. Dan Biel talks about fire protection and how we could fundraise to
be able to make it happen. Kristy Diaz-Trahan states that the Historic Preservation Commission is a
nonprofit, and they do not fundraise.
Motion by Commissioner Steve Hannestad, seconded by Commissioner Gail Munden to approve the
essay questions and due dates.
Vote: 4 - 1 Carried
OPPOSED: Chair Dan Huff
4.LOCAL REGISTRY PROJECT UPDATE BY LYNNANNE DELLERMAN
Lynanne Dellerman provided a report based on the local registry project consisting of the three mid-century
Lynanne Dellerman provided a report based on the local registry project consisting of the three mid-century
modern neighborhoods in Oro Valley: Shadow Mountain Estates, Oro Valley Country Club Estates and Suffolk Hills.
A report based on potentially nominating three homes into the local registry of Historical Places.
5.DISCUSSION AND POSSIBLE ACTION REGARDING ADOPTION OF THE STAFF RECOMMENDED
TOPICS FOR THE WILLIAM ADLER WRITING CONTEST, INCLUDING THE RECOMMENDED
TIMELINE FOR IMPLEMENTATION
Lynanne Dellerman reviewed the different essay questions, and the members voted on their top 3
choices. The essay questions that will be utilized will be: 1) How do you predict wildlife populations will
change in Oro Valley in 20 years? 2) Who is Francisco Romero? Where did he settle and what challenges
did he and his family encounter? Consider food, clothing, shelter, water, and threats to their safety. 3)
Describe the shape of the Hohokom ball court its probable uses and how you think the game(s) may have
been played. What activities, real or fictional, use a similar type of ball field? Describe an activity you
would do in a similar area.
6.DEPARTMENT REPORT
Projects completed at SPR at the end of FY 18/19
Roof repaired on BBQa.
Almost done with Chicken coops. Tin roof going up now.
Will complete the adobe sections with workshops sooni.
b.
Finished the block and brought in dust mitigation soil around the Farmers Market Ramadac.
Created a block walkway and planted trees in P/L back yard
Grass will be added sooni.
d.
Brought in Electric panel to area near bunk housese.
Took down a rotten tree and planted a new one in Front of P/L housef.
Ordered railroad ties to adjust parking area
To be done after haunted hayridesi.
g.
Design documents completed for Garage utilizing specifications from the Historical Society to
meet their needs for an office, labs and meeting space.
h.
1.
We have several special events coming up at Steam Pump Ranch
Monster Mash – Oct 4th 4 to 9 p.m.a.
Haunted Hayrides - Oct 4, 6 to 9 p.m. and Oct 5, 11, 12 & 18 5 to 9 p.m.b.
2nd Saturday with Hands on Archaeology and the Historical Society tours – Oct 12, 9 a.m.-1
p.m.
c.
Friday night Concert - Nov 1, 6:30 – 9 p.m.d.
Historical Society Christmas Market Nov 9 – Dec 21e.
2.
We need volunteers for the Monster Mash and Haunted Hayrides
Monster Mash – Oct 4th 4 to 9 p.m.
We need volunteers to arrive at least on hour prior so we can train and explain. Being
dressed up is a plus.
i.
a.
Haunted Hayrides - Oct 4, 6 to 9 p.m. and Oct 5, 11, 12 & 18 5 to 9 p.m.
If they would enjoy helping us with the hayrides we need people to arrive by 3 on the 4th and
by 3:30 for any first time folks and 4:14 if they have not helped before.
i.
b.
FUTURE AGENDA ITEMS
There were no items brought forth. The next Historic Preservation Commission meeting is tentatively scheduled for
Monday, October 7, 2019 at 5:00 p.m.
ADJOURNMENT
Motion by Chair Dan Huff, seconded by Vice Chair Dan Biel to adjourn the meeting.
Vote: 5 - 0 Carried
Chair Huff adjourned the meeting at 6:23 p.m.
I hereby certify that the foregoing minutes are a true and correct copy of the minutes of the regular session of the
Town of Oro Valley Historic Preservation Commission of Oro Valley, Arizona held on the 9th day of September,
2019. I further certify that the meeting was duly called and held and that a quorum was present.
Dated this _____ day of ____________________, 2019.
___________________________
Casey Wilson
Senior Office Specialist