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Application for Tax Abatement for Rehabilitation of Property in a Local Historic District City of Austin Historic Preservation Office Austin, Texas 512-974-2727 Adopted December 2012 City of Austin Local Historic District Tax Abatement To encourage preservation and maintenance of the architectural character of local historic districts, the City makes available property tax abatements to the owners of contributing and potentially contributing properties who have completed substantial rehabilitation or restoration projects. The program abates 100% of the city property taxes assessed on the added value of a property that results from the rehabilitation or restoration project for a designated number of years. Improvements must comply with the local historic district’s preservation plan. ABATEMENT AVAILABLE BY PROPERTY TYPE: Category of property Duration of abatement Ownership type Amount of abatement Residential Owner occupied Residential located within Revitalization Area** Owner occupied Commercial Income- producing property Commercial located within Revitalization Area** Income- producing property Minimum % that must be spent on exterior improvements 5% 5% 5% 5% Required minimum expenditure Equal to 25% of pre- restoration value* of structure Equal to 10% of pre- restoration value * of structure Equal to 40% of pre- restoration value * of structure Equal to 30% of pre- restoration value * of structure 100% of the city taxes assessed on the added value of the property 100% of the city taxes assessed on the added value of the property 100% of the city taxes assessed on the added value of the property 100% of the city taxes assessed on the added value of the property Frequency abatement may be granted 7 years Once every 10 years 10 years Once every 15 years 10 years Once every 15 years 10 years Once every 15 years *Pre-restoration value means the most recent appraisal of the value of the property by the appraisal district before an application is submitted for abatement. **Revitalization Area is the area bounded by Interstate 35 from Manor Road to Riverside Drive, Riverside Drive from Interstate 35 to Highway 71, Highway 71 from Riverside Drive to Highway 183, Highway 183 from Highway 71 to Manor Road, and Manor Road from Highway 183 to Interstate 35. APPLICATION PROCESS: The program involves a three (3) step application process that requires approval by the Historic Landmark Commission and the Historic Preservation Office. Approval of Part I is required prior to starting any work. Part I – Application for Certification of Eligibility Upon submission of a complete application for Certificate of Eligibility, including an application for a Certificate of Appropriateness, the case will be placed on the next Historic Landmark Commission (HLC) agenda for review. Incomplete applications will not be forwarded to the HLC for action. Deadline for application: first day of the month prior to Historic Landmark Commission meeting. Part II – Verification of completed work and review of expenditures Upon completion of the work, issuance of a certificate of occupancy, and submission of the Application for Verification, the Historic Preservation Officer will inspect the property to ensure the City of Austin Application for Historic Area District Tax Abatement Adopted December 2012 work complies with the approved Certificate of Eligibility and Certificate of Appropriateness. The Historic Preservation Officer will also review the record of expenditures and receipts to determine the eligibility of all expenditures. If the verification is approved by the Historic Preservation Officer, a Certificate of Verification will be issued to the property owner and forwarded to the Travis County Appraisal District. Deadline for completion of work: a certificate of occupancy must be obtained within 2 years after the date the Certificate of Eligibility is approved. Part III – Annual application to Travis County Appraisal District Property owners must submit an annual request to the Travis County Appraisal District to receive the abatement. The tax abatement goes into effect the first day of the first tax year after verification is obtained. ELIGIBLE EXPENSES: Per 11-1-63 (6) of City Code, only work for which a certificate of appropriateness or City permit is required is included in determining whether the proposed work exceeds the specified percentage of pre-restoration value. ELIGIBLE EXPENSES: INELIGIBLE EXPENSES:  Labor/materials related to eligible costs  Demolition related to eligible costs or to remove non-historic exterior additions and features  Repair, restoration or replacement of historic façade and landscape features, including reconstruction of missing features.  Exterior masonry and siding repair  Roofing  Foundation  Structural repairs  Gutters  Windows  Exterior doors  HVAC systems (permanent)  Electrical, plumbing and gas systems (permanent)  Escalators/Elevators  Fire Escapes  Sprinkler/Fire suppression systems  Security system (if permit required for installation)  Interior partitions, ceilings, floors (if permit required for installation)  Signage  Solar panels and other “sustainable” improvements  Exterior paint  Above listed work on outbuildings deemed contributing structures  Light fixtures  Interior painting, papering, tiling, carpeting, cabinets, counter tops and similar finish work  Appliances  Furniture  Window treatments  Decks/patios not original to building  Demolition costs related to removal of contributing buildings or structures  Construction of new buildings  Non-historic landscape features (e.g. retaining walls, fencing, paving, planters, vegetation, paths, sidewalks)  Parking lot  Architectural and engineering fees  Building permit, variance, zoning or platting application fees  Feasibility studies  Financing fees  Leasing expenses  Storm sewer costs  Legal/Accounting fees  Purchase of, or repair to, construction tools and equipment  Taxes, except sales tax for eligible expenses City of Austin Application for Historic Area District Tax Abatement Adopted December 2012 FREQUENTLY ASKED QUESTIONS: 1. How do I know if my property is in a local historic district? Properties located within a local historic district have an “HD” in their zoning classification (e.g. SF-3-HD-NP). You can determine your property’s zoning classification by searching for the property address on the City of Austin’s internet GIS viewer (http://www.austintexas.gov/GIS/developmentwebmap/Viewer.aspx), or by visiting the City’s Historic Preservation Office web site at http://www.austintexas.gov/department/historic- preservation. 2. What is a “contributing” property? Historic districts are comprised of two types of properties, contributing and non-contributing. Broadly defined, a contributing property is any structure built during the district’s period of significance that adds to the historical integrity or architectural qualities that make a historic district significant. In general, contributing properties are integral parts of the historic context and character of a historic district. Properties are classified as contributing or non-contributing as part of the process of adopting the local historic district zoning overlay. You can determine if your property is a contributing building by visiting the City’s Historic Preservation Office (CHPO) web site at http://www.austintexas.gov/department/local-historic-districts, or by contacting the CHPO at 512-974-2727. 3. If my property is not a contributing building in the district, am I eligible to receive the Local Historic District tax abatement? Yes, if your property is at least 50 years old, and would be “contributing” to the district if not for non-historic alterations. If the improvements you propose remove the non-historic architectural features, or restore original features and bring your property to contributing status for the district, and the project meets other requirements of the program, you may be eligible to receive the rehabilitation tax abatement. 4. What guidelines are used to determine if the work I propose is appropriate? All work must comply with the Preservation Plan and Design Standards adopted for the local historic district in which the property is located and all work must be approved by the Historic Landmark Commission. The Standards for each Local Historic District can be found on the City of Austin’s Historic Preservation Office web site. 5. If I sell my property, can the new owner receive the abatement? The abatement is transferred to new owners within the allowed duration period, however new owners are required to submit a request to the Travis County Appraisal District annually to receive the abatement. 6. What if I have completed my rehabilitation work prior to submitting my application? Abatements can not be applied to expenditures made prior to approval of the Certificate of Eligibility. 7. Can I appeal a denial of the Certification of Eligibility or Certificate of Verification? If the Historic Landmark Commission determines your project is not eligible for abatement you may appeal the decision to the Planning Commission. To appeal you must file a written request with the Historic Preservation Office not later than the 30th day after the date written notice of the decision is provided to you. On appeal, the Planning Commission shall consider only whether the Historic Landmark Commission erred in determining your project not eligible for the abatement under Section 11-1-63 of the City ordinance. City of Austin Application for Historic Area District Tax Abatement Adopted December 2012 City of Austin Local Historic District Tax Abatement Part I - Application for Certificate of Eligibility PART I - APPLICATION CHECK LIST: ___ Completed Application for Certificate of Eligibility signed by owner. ___ Estimate of costs for eligible work. ___ Completed Certificate of Appropriateness Application signed by owner. ___ Proof of pre-rehabilitation value from the Travis County Appraisal District. ___ Signed authorization for City Officials to inspect the property, and affidavit stating all property taxes are current and no city fees, fines, or penalties are owed on property owned by a business association in which the applicant has an ownership interest. ___ Current tax certificate providing proof no property taxes or City fees, fines, or penalties are delinquent on the property. ___ Proforma and development budget, if an estimated abatement is over $100,000. ___ Letter of intent from a financial institution or potential investors, if applicable. City of Austin Application for Historic Area District Tax Abatement Adopted December 2012 N/AN/ACity of Austin Local Historic District Tax Abatement Part I - Application for Certificate of Eligibility Address of property: ______________________________________________________________ Name of Local Historic District:______________________________________________________ (cid:0) Contributing property (cid:0) Non-contributing property Legal Description of Property: _______________________________________________________ Tax Parcel ID Number:____________________________________________________________ APPLICANT/PROJECT CONTACT: Name:_________________________________________ Telephone: (____) _________________ Mailing Address:_________________________________ Mobile phone: (_ City:___________________ State: ____ Zip:__________ Email: OWNER: Name:_________________________________________ Telephone: Mailing Address:_________________________________ Mobile phone: City:___________________ State: ____ Zip:__________ Email: Proposed Use of the Property:_______________________________________________________ Proposed Scope of Work: _______________________________________________________________________________ __ __ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Projected Construction Schedule:____________________________________________________ Has the property received any other property tax relief under § 11.24 of the Texas Tax Code?: _____________________________________________________________________________ Describe all City Code violations, if any, on the property within the previous five years: _______________________________________________________________________________ For Historic Preservation Office use only: ____ Property is not a contributing or potentially contributing structure ____ Certificate of Eligibility approved by Historic Landmark Commission ____ Certificate of Eligibility not approved by Historic Landmark Commission ____________________________________________________ Historic Preservation Officer ________________ Date City of Austin Application for Historic Area District Tax Abatement Adopted December 2012 4211 Avenue C Austin, Texas 78751Hyde Park Historic DistrictLOT 3 BLK 15 BLOOR MRS M W SUBD0221051405Tere O'Connell, AIA5512751-13743908 Ave. B, Room 309AustinTX787515 Birds Dwellings, LLC1101 Belmont ParkwayAustinTX78703Rental propertyNoneN/APlease see additional page outlining proposed scope of work.1) 2) 3) 4) 5) 6) Part I Tax Abatement Application 4211 Avenue C Austin, Texas 78751 PROPOSED SCOPE OF WORK PROPOSED MATERIAL(S) LOCATION OF PROPOSED WORK IKO Cambridge architectural composition roofing material Interior and crawlspace Wood framing, concrete piers Interior Equipment ROOF: Replace composition roof in-kind. Roof STRUCTURAL: Foundation repair is required and skirting with access to crawlspace will be repaired or replaced as necessary. SYSTEMS: Examine all existing building systems through-out; replace water heater with tankless; all new plumbing required, repair and replace electrical as needed; install new HVAC system Building Envelope Wood siding, cement skirt Entire lot Interior Wood, gypsum, tile, wallpaper, countertops, cabinetry, paint GENERAL EXTERIOR: Exterior paint is cracking and needs repair. Rear entrance to Back Room appears to have been added in a later remodel. Window screens are rusted and have some tears in the screening material. SITEWORK: Make grade modifications to correct any drainage issues. Remove excess growth and provide new landscape features to enhance property. Update sitting area at back of house and update garden beds. Trim, fertilize or remove trees as needed. Add new fence at alley and install gate from driveway to back yard. INTERIOR: Remove dividers in Hall bath and at washer/dryer closet. Replace tile in kitchen and bathrooms. Reuse one historic light fixture in guest bath; replace remaining lighting throughout. Paint all interiors. Wallpaper bathrooms. Reconfigure layout of primary bath. Remove carpeting and refinish all wood floors. Replace subfloor in kitchen. Install new countertops and backsplash in kitchen and bathrooms. Install new kitchen appliances. Provide new cabinetry and built-ins in Kitchen, closets, and bathrooms. Add built-in dining area in second living area. 7) GENERAL: All work will meet the Secretary of the Interior's Standards for Rehabilitation and applicable COA Design Standards. Throughout City of Austin Local Historic District Tax Abatement Part I - Application for Certificate of Eligibility ESTIMATE OF EXPENDITURES Property Address: Proposed Scope of Work Estimated Cost Estimates are for work on the original house only. Total: Pre-rehabilitation/restoration value of property: % of value being spent on rehabilitation/restoration: % of total estimated costs being spent on exterior work: Attach additional pages if needed. City of Austin Application for Historic Area District Tax Abatement Adopted December 2012 RoofFoundationPlumbingExterior PaintDemolitionHVACElectric$ 5,000.00$20,000.00Siding and Trim Repair$15,000.00$ 4,000.00$25,000.00$15,000.00$12,000.00$10,000.00$106,000.00$322,358.0050%33%PID 218106 | 4211 AVENUE C Property Summary Report | 2021 Online Services | TRAVIS COUNTY APPRAISAL DISTRICT OWNER Name: Secondary Name: Mailing Address: DUKE ROBERT C 4211 AVENUE C AUSTIN TX 78751-3706 LOT 3 BLK 15 BLOOR MRS M W SUBD Owner ID: % Ownership: Exemptions: 1483809 100.00 HS - Homestead,OTHER 4211 AVENUE C AUSTIN TX 78751 218106 0221051405 R SF3 GENERAL INFO ACCOUNT Property ID: Geographic ID: Type: Zoning: Agent: Legal Description: Property Use: LOCATION Address: Market Area: Market Area CD: Map ID: Z6500 021801 PROTEST Protest Status: Informal Date: Formal Date: VALUES CURRENT VALUES Land Homesite: Land Non-Homesite: Special Use Land Market: Total Land: Improvement Homesite: Improvement Non-Homesite: Total Improvement: Market: Special Use Exclusion (-): Appraised: Value Limitation Adjustment (-): Net Appraised: VALUE HISTORY Year 2021 2020 2019 2018 2017 $350,000 $350,000 $350,000 $350,000 $350,000 $322,258 $170,077 $170,077 $173,339 $210,519 VALUE HISTORY $350,000 $0 $0 $350,000 $322,258 $0 $322,258 $672,258 $0 $672,258 $100,173 $572,085 Land Market Improvement Special Use Exclusion Appraised Value Limitation Adj (-) Net Appraised Values for the current year are preliminary and are subject to change. $0 $0 $0 $0 $0 $672,258 $520,077 $520,077 $523,339 $560,519 $100,173 $0 $0 $0 $11,496 $572,085 $520,077 $520,077 $523,339 $549,023 Page 1 of 3 Effective Date of Appraisal: January 1 Date Printed: March 16, 2022 Powered By: <True Prodigy> TAXING UNITS Unit Description Tax Rate Net Appraised Taxable Value Estimated Tax 01 02 03 0A 2J 68 AUSTIN ISD CITY OF AUSTIN TRAVIS COUNTY TRAVIS CENTRAL APP DIST TRAVIS COUNTY HEALTHCARE DISTRICT AUSTIN COMM COLL DIST 1.061700 0.541000 0.357365 0.000000 0.111814 0.104800 2.17667 $572,085 $572,085 $572,085 $572,085 $572,085 $572,085 $512,085 $344,668 $357,668 $572,085 $357,668 $386,364 TOTAL TAX RATE: ESTIMATED TAXES WITH CURRENT EXEMPTIONS: ESTIMATED TAXES WITHOUT EXEMPTIONS: $847.61 $1,864.65 $1,278.18 $0.00 $399.92 $404.91 $4,795.27 $12,452.46 DO NOT PAY FROM THIS ESTIMATE. This is only an estimate provided for informational purposes and may not include any special assessments that may also be collected. Please contact the tax office for actual amounts. IMPROVEMENT Improvement #1: State Code: A1 1ST 031 522 095 011 011 251 1st Floor GARAGE DET 1ST F FIREPLACE HVAC RESIDENTIAL PORCH OPEN 1ST F PORCH OPEN 1ST F BATHROOM Improvement Features R5 R5 R5 R5 R5 R5 R5 LAND Land LAND Description Land DEED HISTORY 1 FAM DWELLING Improvement Value: $322,258 Main Area: Gross Building Area: 1,568 3,608 Type Description Class CD Exterior Wall Number of Units EFF Year Built 0 0 0 0 0 0 0 Year 1928 2010 1928 1928 1928 1928 1928 SQFT 1,568 312 1 1,568 98 60 1 1928 1928 1928 1928 1928 1928 1928 1ST Foundation: PIER AND BEAM, Roof Style: GABLE, Roof Covering: COMPOSITION SHINGLE, Shape Factor: L, Floor Factor: 1ST, Grade Factor: G Acres 0.1365 SQFT 5,943.96 Cost per SQFT Market Value Special Use Value $58.88 $350,000 $0 Deed Date Type Description Grantor/Seller Grantee/Buyer Book ID Volume Page Instrument 9/21/21 WD 5/19/21 WD DUKE VIRGINIA KLAPPER DUKE ROBERT C 1/20/10 WD DUKE CLARA V 5 BIRDS DWELLINGS LLC DUKE VIRGINIA KLAPPER DUKE ROBERT C 7/27/97 WC DUKE CLARA V DUKE ROBERT C WARRANTY DEED WARRANTY DEED WARRANTY DEED WILL TO OTHER THAN WARRANTY DEED 8/31/93 WD DUKE JAMES F DUKE CLARA V 12014 02964 2021211723 2021115895 2010166103 TR PC# 68690 Page 2 of 3 Effective Date of Appraisal: January 1 Date Printed: March 16, 2022 Powered By: <True Prodigy> Deed Date Type Description Grantor/Seller Grantee/Buyer Book ID Volume Page Instrument DUKE JAMES F 11663 00603 4/13/92 SW 12/3/84 WD 12/3/84 WD DUKE JAMES F & ESTATE OF J T D SEYMOUR CORA AND MATTIE LEE SPECIAL WARRANTY WARRANTY DEED WARRANTY DEED DUKE JAMES F & ESTATE OF J T D SEYMOUR MATTIE LEE 08932 00757 08932 00760 Page 3 of 3 Effective Date of Appraisal: January 1 Date Printed: March 16, 2022 Powered By: <True Prodigy> 4211 Avenue C ca. 1928 Hyde Park Historic District Five Birds Dwellings, LLC Owner INSTALL NEW COMPOSITION ROOF IN-KIND REPAIR AND REPAINT ALL EXTERIOR SIDING AND TRIM REPAIR AND REPAINT EXISTING WINDOWS AND SCREENS AS NEEDED FOUNDATION AND SKIRTING REPAIR Southwest corner Northwest corner East Elevation ADD NEW FENCE AT GARAGE AND ALLEY MODIFY GRADE TO IMPROVE SITE DRAINAGE. PROVIDE NEW LANDSCAPE FEATURES. East Elevation REMOVE DIVIDERS AT HALL BATH REPLACE WALLPAPER @ BATHROOMS Hall bath REMOVE DOOR OPENING AND ENCLOSE BATH FROM DEN REPLACE TILE AND RECONFIGURE LAYOUT OF BATH Primary bath REPLACE KITCHEN CABINETRY AND APPLIANCES REMOVE DIVIDERS AT LAUNDRY Kitchen Living Room REMOVE CARPETING AND REPLACE OR REFINISH WOOD FLOORING; REFINISH EXISTING WOOD FLOORS Primary Bedroom 0 5 10 15 FT 1 Floor Plan Scale: 1/4" = 1'-0" 14'-0" Bench Seat BEDROOM BEDROOM OFFICE 2'-8" 2" 6'-0" 1/2" 2'-9" New Shelves at Closet Obscured Tempered Glass Partition Stacking Washer/Dryer " 1 - ' 3 " 0 - ' 5 1'-6" 3'-0" 1'-6" Bench Seat New Cabinets 2'-8" bi-fold door KITCHEN LIVING ROOM New Built-ins 3908 Avenue B #309 • Austin • 78751 Teresa O'Connell • #15432 NOT FOR CONSTRUCTION TERESA O'CONNELL #15432 4 2 11 A V E N U E C A U S TI N , T E X A S 7 8 7 5 1 DATE: 3/8/2022 DRAWING NUMBER: SK-1 Lot 2 2.3' h c r o P n e p O ' . 3 6 2 C e u n e v A ' " 0 0 5 ' E " 0 0 0 3 ° 0 3 N 19.3' 26.3' Lot 3 120'0" S 59°30'00" E 56.3' One Story Craftsman Bungalow (circa 1935) 37.7' ' 2 4 . 20.6' concrete runways to garage Open Porch 2.7' ' . 4 0 1 2.0' ' . 1 0 2 23.5' ' . 1 3 1 Frame Garage (constructed 2010) Lot 4 N 59°30'00" W 120'0" SITE PLAN Scale: 1" = 10'-0" 0 10 20 30 FT W ' " 0 0 0 3 ° 0 3 S ' " 0 0 5 y a w y e l l a e d w i ' 2 1 3908 Avenue B #309 • Austin • 78751 Teresa O'Connell • #15432 NOT FOR CONSTRUCTION TERESA O'CONNELL #15432 4 2 11 A V E N U E C A U S TI N , T E X A S 7 8 7 5 1 DATE: 3/9/2022 DRAWING NUMBER: SK-2