2 Applic Form 412 Demonstration Project Grant .pdf

Demonstration Project 
Grant Application 
Page 1 of 5 
For more information or for a copy of this publication in an alternate format, contact Planning & Development at 
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S:\Historic Preservation\Handouts & Forms\Financial Incentives\Demonstration\Demonstration Grant Application 
HP/DOC/00177 
Internal 
Rev. 5/24 
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 can include continuation sheets if needed.  All required 
supplemental information must be included and be unbound.  
I.
APPLICANT COVER LETTER
Please include a cover letter from the property owner or authorized person submitting on behalf of the owner 
summarizing the request for Demonstration Project funding.  Briefly describe the overall project purpose and the 
eligible work items.  Indicate the total project budget, dollar amount for eligible work items, and the total amount 
requested for Demonstration Project funds.  
II.
APPLICANT AND PROPERTY INFORMATION
Applicant:  
Legal Name of Property Owner: 
Mailing Address:  
Phone: 
 Email Address: 
Property Address:  
Historic District (or name of individually-listed building): 
Current Use of Property:  
Is Property Vacant? ☐ Yes ☐ No 
If Yes, Length of Time Vacant? 
Date Current Owner Purchased Property: 
III. HISTORIC PROPERTY INFORMATION
1.
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.
Historic Preservation Office Use Only: 
Historic Status:
☐Individually Designated
☐Contributor to an Historic District
☐Non-contributor with Potential
☐Non-contributor without 
Potential
☐
☐Eligible / Not Currently Designated
☐Designation in Progress
☐Non-contributor with Potential
☐Non-contributor without Potential
Funding Source: 
☐General Fund
☐HP Bond Funds
☐CEDD Funds
ATTACHMENT A
Albin Halquist III
Prairie School Apartments, LLC
8546 E Country Club Tr
Scottsdale, AZ 85255
602 369 8266
achiii@me.com
412 W Roosevelt St, Phoenix, AZ 85003
Roosevelt District
Apartments
Will be vacant July ’25 
3/18/1994
412 W Roosevelt was built in 1918 in response to a growing need for apartments in Phoenix afer World War I.   In 
1917 home building was characterized as Phoenix’ greatest need by local Realtors.  The 4 apartments served not only 
winter visitors, but also prominent doctors and attorneys. 
 
The buildngs massing, elongated porches, ephatic caps, shelf roof betweeen stories and roof configuraiton combine to 
create a striking horizontal appearance, the hallmark of the Prairie School.  
  
The bulding is still 4 active rental residential apartments.

City of Phoenix Planning & Development Department 
Demonstration Project Grant Application – Page 2 of 5 
HP/DOC/00177 
2.
Property 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).
3.
Historic Property Inventory Form.  Attach a copy of the Historic Property Inventory Form (if available
from the City of Phoenix Historic Preservation Office) for your property.
4.
Photographs.  Attach photographs showing overall site, street views, all exterior facades, and close-up
views of original/decorative features and areas where work is to performed.  Include interiors for work
proposed to be funded only.  Label views on back of photos (i.e., north façade, east wood casement
window) or on separate photo log sheet.  Original color photographs/digital images are acceptable.
5.
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.
6.
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 owners.  List the
major work items and the year work was done.
The property known as the “Prairie School Apartments”, was originally built in 1918 as an apartment building with 4 
separate apartments.  It is a 4,216 sf , 2 story, flat roofed, brick exterior with stucco exterior coated building and is a 
representation of the Prairie School architecture of the MIdwest.   
       It is generally rectangular in shape. Parking is located off the alley at the rear of the building. The original 
building features regular shaped double hung windows and front patios. The east side sun patios were enclosed with 
framing and windows prior 1980.      
          The building has a main front entry staircase with 2 access doors to the second floor apartments.  There are 2 
access door from the font porch to the 2 ground level apartments.   
         The historic 4 car garage, located off the alley, suffered a fire in 1990(est) and the roof framing was repaired.  
In 2015 the garage was demolished and replace with a two-story structure with 4 garages on level 1 and 2 
apartments on level 2.   In 2016 the rear stairs(wood) of the main structure where reconfigured and replaced for 
access and safety. 
The building has been maintained as rental apartments and finishes updated over time. MEP  were updated in areas 
that required repairs .  The electrical panels are still Zinsco brand and there are some knob and tube wiring still 
exists.  Substatial plumbing upgrades were make over the past 30 years but some metal(none copper) piping still 
exists.  The HVAC units are from 10 to 30 years old.  Structurally the bulding is sound.  Structural inspections were 
made in 2024 for the planned renovation.  Some past fire damage(pre 1980?) is planned to be replaced. No fire 
supression/sprinkler system currently exists. 
 
The planned renovation will fullly replace the electrical, mechanical and plumbing systems.  
1994  Repair interiors (plaster/doors/baths/kitchen) to make apartments habitable. 
           Roof Repairs 
           Garage Roof replacement(fire damage) 
 
2015    Garage Demolished and replaced 
2016     Rear stairway removed/redesigned/replaced

City of Phoenix Planning & Development Department 
Demonstration Project Grant Application – Page 3 of 5 
HP/DOC/00177 
IV. PROJECT INFORMATION
1.
Project Purpose.  Describe the primary purpose and objectives for the proposed project for which
Demonstration Project funds would be expended, and the extent to which the project meets the city's
Preservation Philosophy.
2.
Project Plan.  Describe how the proposed project fits into an overall plan to rehabilitate the building and
the time frame for implementing the various components of this plan.
3.
Project Work Scope, Budget and Time Schedule
a.
Cost estimates.  Cost estimates for all work items must be provided by licensed contractors or other
qualified individuals who perform the proposed work on a regular basis (not by architects/designers).
Please attach the itemized cost estimates to the application form.  Two cost estimates are required
for each work item.  The City Historic Preservation Office solely determines if the estimates are
adequate.
b.
Itemized budget.  Include an itemized project list and budget for entire proposed project (including
items not to be funded with Demonstration Project funds) using the form in Appendix A.
Example of itemized budget for a project:
Eligible Demonstration Project Construction Items: 
Repoint brick walls on east and south facades 
$ 
8,500.00
Repair/replace 16 wood-frame double-hung windows 
$ 
16,000.00
Repair stucco cracks on west façade 
$ 
1,800
Repaint west facade wall 
$ 
500
Eligible Architectural and Engineering Expenses: 
$ 
1,500
Structural analysis to determine source of stucco cracks 
Total Eligible Expenses: 
$ 
28,300.00
Architectural and Engineering expenses (limited to no more than 10% of request): 
Amount:  $1,500.00 
Percentage of Total Project Cost:  5.3% 
Ineligible Construction Work to be Funded by Property Owner: 
Plumbing upgrades 
$ 
8,000.00
Refinish wood floors 
$ 
2,000.00
Repair tile on three fireplaces 
$ 
3,000.00
Total Ineligible Work Items: 
$ 
13,000.00
The Rehabilitation has multiple goals 
1.  Improve the quality of finishes/livability/flow for tenents  
2.   Control annual maintenance costs for old/worn buildiing products 
3    Upgrade MEP to modern/energy efficient product (energy conservation) 
4    Repair old damaged stucco & wood/paint/refinish roof needed 
5     Repair historic windows to return to operational usage ILO replacement 
This project will allow the complete interior and exterior rehabilitation of this historically significant property on the 
primary Roosevelt District street.  As noted in the SPHO guidelines - windows are actual an interior and exterior 
architectural feature. 
 
The interior demolition will begin in Aug 2025. The work on the interior and exterior should take 7-10 months. 
 
Demonstration Project work items will be active througout the full project time frame.

City of Phoenix Planning & Development Department 
Demonstration Project Grant Application – Page 4 of 5 
HP/DOC/00177 
c.
Descriptions of work items.  Include narrative descriptions for all itemized work items proposed for
Demonstration Project 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/replace 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.
d.
Time schedule.  Indicate when work is projected to commence, the project duration and the order in
which items will be implemented.
Estimated Project Beginning Date:
Estimated Project End Date:
Sequence of Work Items:
4.
Project Financial Information.
Provide information regarding financial capability of owner to complete the project.  Such information
should include:  pro forma 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.
5.
Drawings/Building Assessments.  Please attach:
a.
Scaled site plan showing location of main buildings, all outbuildings, existing/proposed fences and
walls, and property lines.  If additions, demolitions or other site changes are proposed as part of
proposed project, please indicate on site plan.  Indicate all areas of proposed work on the site plan
(Note:  Demonstration Project funds cannot be used for site work, new additions or demolitions of
historic building fabric.)
b.
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.
6.
Professional assessments for structural repairs (when applicable)
For Demonstration Project funding requests for structural/foundation work proposed, include
assessments from appropriate professionals verifying work is essential for protection of the resource and
for city code compliance.  (If this work is not funded with Demonstration Project funds, then disregard.)
August 2025
June 2026
Aug Demo interior  3 wks 
        Rehab historic windows 3 months 
Sept  Roof repair/ Structural rehab /interior framing/new flooring per code 
Oct /Nov    Mech /Elec/Plumb installation/ Stucco repairs 
Dec    Drywall/primer/ exterior stair and decking repair 
Jan    Interior finishes/cabinets/tile/flooring 
Feb    Hardwood flooring/ Ext stucco and wood replacment 
Mar/April     Interior Trim and Paint/punchlist/ exterior paint 
 May/June  Punchlist

City of Phoenix Planning & Development Department 
Demonstration Project Grant Application – Page 5 of 5 
HP/DOC/00177 
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. 
1.
Primary mortgage company:
Contact person:
Correspondence address:
(Note: This is usually different
than the payment address)
Company telephone number:  
Company fax number:  
 
Loan number:  
2.
Secondary mortgage company:
Contact person:
Correspondence address:
(Note: This is usually different
than the payment address)
Company telephone number: 
Company fax number: 
 
Loan number: 
VI. SIGNATURE
I declare that I have reviewed the Demonstration Project Program requirements and am submitting this 
application in accordance with those requirements.  All information submitted is true to the best of my knowledge 
and belief.  I acknowledge that any error may affect its review and approval.  I understand that if I wish to change 
any aspect of the project after it has been approved, I must obtain the written consent of the City.  I also 
understand that I will be required to obtain a Consent Agreement from my lienholder(s), and will sign and abide by 
the terms of the Demonstration Project Program Agreement and Deed of Conservation Easement.  I understand 
and agree that the City Historic Preservation Office staff may perform necessary site visits on my property at 
mutually agreed upon times to facilitate their review of this proposal. 
Property Owner Signature 
Date 
Property Owner Signature 
Date 
1/27/2025
None
None