Appendix A1.pdf

fyatPanenis Phil Gordon Threatened Building
i FORE PRESERVATION OFFIC E — Grant Program Application

In completing the application, please be as concise as possible, read all questions before answering to avoid
repetition and write legibly in pen or type. You may include continuation sheets if needed. All required
supplemental information must be included and be unbound.

Please include a cover letter from the property owner or authorized person submitting on behalf of the owner
summarizing the request for grant funds. Briefly describe the overall project purpose and the eligible work items.
Indicate the total project budget, dollar amount for eligible work items, the total amount requested, and the match
that will be provided.

Applicant: LiveFORWARD

Legal Name of Property Owner: LlveFORWARD, Benjamin Patton, Principal

Mailing Address: 1001 N. Central Avenue, Suite 202 G, Phoenix, AZ 85004

Phone: 602-481-2031 Email Address: Ben @LiveFORWARD.build
Property Address: 649 N 3rd Avenue, Phoenix, AZ 85004

Historic District (or name of individually-listed/eligible building): OLDAKER HOUSE, ROOSEVELT MRA
Current Use of Property: VACANT

Is Property Vacant? ili Yes (] No _If Yes, Length of Time Vacant? 5 YEARS

Date Current Owner Purchased Property: June, 2023

Historic Preservation Office Use Only:
Historic Status:

0 Individually Designated 1 Contributor to an Historic District
O Eligible / Not Currently Designated 1 Non-contributor with Potential
O Designation in Progress 1 Non-contributor without Potential

iC PROPERTY INFORMATION

4. Historical/Architectural Significance. Briefly describe the historical and/or architectural
significance of your property, including the date of construction, architect/builder if known,
construction method, original use of property, and subsequent uses over the years.

The SEARGEANT-OLDAKER House was constructed in1909 as a residence for Mary Elizabeth Seargeant, who
would marry Emory Oldaker in 1913. Mary Elizabeth Oldaker was a prominent woman in Arizona and Phoenix in
regard to history and heritage. She founded the Arizona Museum of History, and the organization First Families of
Arizona. She was also an active member of the Daughters of the American Revolution. Emory Oldaker was also
prominent. He was in charge of the U.S. Bureau of Animal Husbandry in Arizona and was active in the sheep
industry. He shifted his career in 1991 to establish a real estate firm. They lived in the house during their careers until
the 1970s. The house was rehabilitated for office use in 1986 and remained viable as an office until 2021. It has

been vacant approximately two years, experiencing deterioration and minor vandalism.

The Seargeant-Oldaker House is a notably intact example of the Craftsman Bungalow style with many hallmark
features of the style that are still intact today. The walls are polished brick with a notably smooth surface texture. The
house retains its original wood, diamond-pane window sash, and an expansive open porch that wraps around the
facade and north elevation. The porch roof has a wide overhang supported on open truss brackets and a slightly
haped eave line. All these elements are common to the Craftsman Bungalow style. Despite recent
detetiortation, the Seargeant-Oldaker house is one of the premier and most architecturally intact examples of the

Craftsman style in central Phoenix. It is individually listed on the National Register of Historic Places and the
Phoenix Historic Property Register.

Page 1 of 6

For more information or for a copy of this publication in an alternate format, contact Planning & Development at
(602) 262-7811 voice / (602) 534-5500 TTY.

Sruisiore Preservation\Handouts, Forms & Contacts\Financial Incentives\!PGTBGP\PGTBGP Application HP/DOC/00175
internal Rev. 9/23

City of Phoenix Planning & Development Department
Phil Gordon Threatened Building Grant Program Application — Page 2 of 6 =HP/DOC/00175

Propefty Description. Briefly describe the primary exterior features of your property, including
information on style and materials of exterior siding/finishes, roof, doors/windows, porches, and
any decorative or unique features of the property. For these features, indicate whether they are
original or altered/replaced, and if they were altered/replaced when this occurred (if known).

As noted, the Sargeant-Oldaker House is a notable example of the Craftsman Bungalow style that is of singular
significance and merit in the Roosevelt neighborhood in large part due to its condition and lack of alteration over

he walls are a very formal surface of polished brick. The gable end on the west elevation features wood
shingles (1986). The fascia boards of the bell-cast roofline appear to be original yet recently painted. The open porch
on the horth and west elevations is also a distinctive feature of the Craftsman Bungalow style. The original
double-hung, wood sash windows are also original to the house.

The Séargeant-Oldaker house was rehabilitated in1986 and converted to office use. The rehabilitation was overseen
by the State Historic Preservation Office due to the use of the federal rehabilitation tax credits. While there was some
repair and replacement, the overriding concern at the time focused on retaining as much of the character-defining
original elements and materials as possible.

For many years, the Seargeant-Oldaker House was carefully maintained and would continue to to be showplace for
the potential of architecture and adaptive use/rehabilitaiton to be a viable mechanism to retain important historic
resources.

Historic Property Inventory Form. Attach a copy of the Historic Property Inventory Form (if
available from the City of Phoenix HP Office) for your property.

Photographs. Attach color photographs showing overall site, street views, all exterior facades
and close-up views of original/decorative features, and areas where work is to be performed.
Include interiors if the request includes interior work. Label views (i.e., north fagade, east wood
casement window).

Property Condition. Describe the overall condition of the property, providing descriptive
information on areas that are deficient or deteriorated. If an architectural or structural
assessment has been performed, please attach. All requests for structural work need to include a
structural assessment.

The Seargeant-Oldaker house is in very good condition inside and out. The architectural details that articulate the
Craftsman style are notably intact. The obvious exception is the current wood shingle roof where the shingles are
warped to the point of being unsightly although the roof does not leak. (The roof shingles were installed in 1986.)
The remainder of the house is in good condition, the brick walls are solid with no evidence of cracking or settlement
and the mortar joints are in good conidtion. Also, the wood windows and fascia boards are solid and painted with no
evidence of damage.

Motley Design Group is currently preparing a Building Condition Assessment and a LIDAR scan for purposes of
dimensional accuracy related to the relocation of the building as described in this aplication. They are working with
Slaysman Engineering and Wolfe House Movers to ensure the structural integrity of the house during/after the move.

Previous Rehabilitation Work. Briefly describe previous rehabilitation work you have already

completed on your property as well as work that you are aware of that was conducted by previous
ers. List the major work items and the year work was done.

The $argeant-Oldaker House was completley rehabilitated in 1986. At that time the house was converted from
residential to office use and all systems were replaced (plumbing, HVAC, electrical, etc). Tne project was a certified
rehabilitation utilizing the federal historic tax credits. The Oldaker House was an early symbol of the potential of
adaptive use as an approach for recapturing the character of the south portion of the Roosevelt neighbohood (south
of McKinley). The Oldaker restoration set a high standard for preservation in Phoenix at a crucial time - when the
preservation movement and indeed the City Historic Preservation ordinance and office were just being established.

The Oldaker House then went through a succession of owners who used it for office purposes. The house was
eventually purchased by MetroWest Development who continued the office use. In more recent years, the Roosevelt
neighborhood has become increasingly attractive as a mixed-use area and particularly as a highly-sought after
residential destination with an emphasis on apartment buildings catering to an increasingly affluent residential
market. There has been a notable transformation in south Roosevelt neighborhood during the last 10 years. The
Oldalker House has been maintained over the long-term and has not had any substantive changes in the recent
past.
The growth pressures on the Oldaker site, all heralded by various changes in the City General Plan, and
PlanPhoenix, shifted the context/character of the house to the point where the building was threatened by land
values and transitioning uses. This led to a period of vacancy/neglect to the point where relocating the house to a
different site was being accepted as the only viable option.

City of Phoenix Planning & Development Department
Phil Gordon Threatened Building Grant Program Application — Page 3 of 6 =HP/DOC/00175

1. Project Purpose. Describe the primary purpose and objectives for the proposed project for which
grant funds would be expended, and the proposed use of the building. Will the property be
occupied at the end of the project, and if so, with what use?

The cutrent proposal offers a means of relocating and rehabilitating the Oldaker House in conjunction with a new

ing complex designed to blend with and complement the architectural context of south Roosevelt along 3rd

Avenue. The project will add approximately 100 new living units that are in high demand in the central core of

ix. It will also include and introduce a new restaurant/food venue into the very active marketplace.

The Oldaker House itself will acommodate the light-fare restaurant/bar venue. The Oldaker House will be owned by
LiveFORWARD Development and the restaurant business operated by the Culinary Creative Group, LLC which now
operates similar facilites in Denver,New Orleans and other western cities.

In oder to accomplish these objectives the Oldaker House will be relocated approximately 25 feet northwest of its
current site in a manner that respects the character and setting and allows the Odaker House to remain listed on the
National Register of Historic Places.

2. Conttibution to Community Goals. Describe how the project contributes to community values,
city economic development goals, and/or (where applicable) to the city downtown vision. If you
have coordinated with neighborhood or community associations (highly encouraged), please
describe and attach documentation (letters of support).

Preserving this amazing structure and converting it into a restaurant will deliver a broad range of economic benefits,
including increased property value, tourism attraction, job creation, local economic revitalization, cultural
preservation, long-term investment, sustainability and positive public relations, a strategy that not only makes
economic sense to the property but contributes to the cultural and architectural heritage of the Roosevelt community

The mixed use of projects such as the Oldaker House are causing transition of Roosevelt into another HERITAGE
COMMERCIAL DISTRICT. The benefits of the "Heritage" districts are documented in the recent Preservation
Phoenix Style report. Historic preservation is noted as an objective in the Phoenix General Plan and it cited as an
ic dedvelopment tool. The Roosevelt Action Association and groups such as the Arizona Preservation
lation and Preserve Phoeinx have endorsed the Oldaker relocation project as clearly preferable to demolition.

The plan to relocate the building as part of the larger infill development project is integral to the rehabilitation of the
building. The Oldaker House is being sited on the NW corner of the property in coordination with the design for the
new housing structure (being designed by the Phoenix offfice of Shepley Bulfinch, a firm noted for contemporary infill

The overall plans and specifications ffor the Oldaker rehabilitation are currently being completed by Motley Design
Group based on LIDAR measurements to ensure accuracy) and repacement/upgrading of the mechanical systems to
accomodate the restaurant use. As noted, the plans will be subject to review by the State Historc Preservation Office
1e National Park Service for compliance with the Secretary of the Interior's Standards for Rehabilitation.

construction estimator or other qualified individuals. Please attach actual estimates to the application.
At least one cost estimate is required for each work item. The city HP Office solely determines if the

estimates are adequate. If multiple bids are received, the applicant does not need to pick the lowest
bid.

b.) Itemized budget. Include an itemized project list and budget for entire proposed project (including
lems not to be funded with Historic Preservation grant funds) using the form in Appendix A. The
applicant must demonstrate that the project items he/she is funding independently are equal or
greater in dollar amount than those items in the grant request.

City of Phoenix Planning & Development Department
Phil Gordon Threatened Building Grant Program Application — Page 4 of 6 HP/DOC/00175

EXAMPLE OF ITEMIZED BUDGET FOR A PROJECT:
Eligible Project Construction Items:

Repoint brick walls on east and south facades $ 8,000.00
Repair/replace 16 wood-frame double-hung windows $ 42,000.00
Structural roof truss repairs $ 10,000.00
New built-up foam roof $ 10,000.00
Eligible Architectural/Structural Expenses:
Structural analysis of roof trusses $ 3,000.00
(Architectural studies/drawings must relate directly to grant-
eligible work items only — cannot include work related to site
plans, mechanical, electrical, plumbing, tenant improvements,
etc. Can include pre-agreement expenses within 6 months of
application.)
A. | Total Eligible Expenses $ 43,000.00

Architectural/Structural expenses (limited to no more than 10% of request):
Amount $ 3,000.00 Percentage of Total Request 7.0%

Ineligible Construction Work to be Funded by Other Sources:

d.)

Plumbing upgrades $ 10,000.00

Repair and refinish wood floors $ 15,000.00

Bring two bathrooms up to ADA compliance $ 10,000.00

Electrical rewiring $ 15,000.00

Installation of elevator to meet building code $ 412,000.00

Total Ineligible Work Items: $ 62,000.00

Total Project Cost (A + B) $ 105,000.00

Percent Overmatch (must be at least 1.0) (Divide B / A) 1.44%

B: $62,000.00 / A: $43,000.00 = 1.44%
Descriptions of work items. Include narrative descriptions for all itemized work items proposed for
Historic Preservation grant funding. Attach on a separate sheet using Appendix B. If contractor
bids/cost estimates included detailed descriptions, this item may not be necessary.
Ex. of narrative description for one work item:
Repair 16 wood-frame double-hung windows. Project will replace two windows beyond repair in-
kind to match existing. Fourteen windows need frame repair (new ledger, header and/or sill), sash
repairs/replacement, and some new glass panes to replace missing and broken glass. Refer to
attached window-by-window assessment and itemization from contractor.
Detailed time schedule and work sequence. Please attach a detailed time schedule for all
Proposed work items related to the full completion of this project — inside and out. This should include
i

ms funded and not funded by the grant program. Please list out work items sequentially in the
der that they will be performed with approximate start and end dates for each work item. The time
chedule should address architectural/engineering work; permit schedule; beginning of construction
ork; performance of all work items; and project completion.

5. Project Financial Information.

Provide information regarding financial capability of owner to complete the project. Such information
should include: Proforma profit/loss statements for the business proposed, bank statements or other
evidence that owner can obtain a loan from a bank, financial or lending institution to complete the project.
If the project is proposing to use federal tax credits, grants, or other financial incentives, please provide
evidence and information on the contribution of these sources and the status of these applications.

City of Phoenix Planning & Development Department
Phil Gordon Threatened Building Grant Program Application — Page 5 of 6 HP/DOC/00175

6. Drawings/Building Assessments. Please attach:

a.)

b.)

c.)

Scaled site plan showing location of main buildings, all outbuildings, existing & proposed fences and
walls, and property lines. (This can be hand drawn or professionally drawn) If additions, demolitions
orjother site changes are proposed, please indicate on site plan. Indicate all areas of proposed work
on the site plan (Note: Historic Preservation grant funds cannot be used for site work, new additions,
or|demolitions of historic building fabric).

Conceptual Architectural plans or elevations drawn to scale showing all building facades on which
work is to be performed, with notes depicting locations/description of specific work items. Include roof
plan when structural roof work is proposed. Color elevations are strongly encouraged. The HP
Officer can agree to waive plans and elevations on a case-by-case basis depending on project
citcumstances and scope of work.

Structural or architectural building assessments that have already been completed for this
building(s) where applicable.

V._INFORMATION ON PRIMARY LIENHOLDERS

The city's purchase of the Conservation Easement requires the consent of all lienholders. A title report will
be obtained by the City to verify all information provided. Accuracy of this information is critical. Consent
from the lienholder(s) must be received prior to disbursement of any funds.

2; Secondary mortgage company:

1.| Primary mortgage company: None, No Mortgage on Property

Contact person:

Correspondence address:

(Note: This is usually different
than the payment address)

Company telephone number:

Company fax number:

Loan number:

Contact person:

Correspondence address:

(Note: This is usually different
than the payment address)

Company telephone number:

Company fax number:

Loan number:

City of Phoenix Planning & Development Department
Phil Gordon Threatened Building Grant Program Application — Page 6 of 6 =HP/DOC/00175

| declare that | have reviewed the Program requirements, including the Program Summary and all sample
legal agreements, and am submitting this application in accordance with those requirements. All information
submitted is true to the best of my knowledge and belief. | acknowledge that any error may affect its review
and approval. | understand that if | wish to change any aspect of the project after it has been approved, |
must obtain the written consent of the city Historic Preservation Office. | also understand that | will be
required to obtain a Consent Agreement from my lienholder(s), and will sign and abide by the terms of the
Deed of Conservation Easement and the Program Agreement. | understand and agree that the city Historic
Preservation Office staff can perform necessary site visits on my property at mutually agreed upon times to
facilitate their review of this proposal.

Jitkaunry 11/16/20
Property Owner Signature// Date

Property Owner Signature Date

An electroni¢ submittal of the complete application packet (including all attachments) should be E-mailed to
the assigned Staff member or to the following address:

historic@phoenix.gov

File sizes that exceed 25 MB must be sent in separate emails. Links to download files from cloud storage

services may|be provided, although please note that city access to some sites may be blocked, so please verify
with staff that all materials were received.