Published on February 4, 2008
Montana Preservation Commissioner Training, 2007-2008Part 3: What Are the SOI Standards and When Do They Apply?: Montana Preservation Commissioner Training, 2007-2008 Part 3: What Are the SOI Standards and When Do They Apply? Rolene Schliesman MT DSHPO & CLG Coordinator What are SOI Standards ?: What are SOI Standards ? Secretary of the Interior’s Standards for the Treatment of Historic Buildings with Guidelines for Preservation Rehabilitation Restoration Reconstruction Ft Union reconstruction © 2007 by Rolene Schliesman When Do Standards Apply ?: When Do Standards Apply ? Under federal statutes and regulations Federal Historic Rehabilitation Tax Credits § 106 Review and Compliance Use of Historic Preservation Funds Possibly under state statute Possibly under local ordinance Possibly under nonprofit programs § 106, Review and Compliance: § 106, Review and Compliance Federal agencies must consult with SHPO and THPOs when their projects involve federal funding, permits, or leases, to see if and how historic resources will be affected Local Register: Local Register One of the most effective vehicles for local preservation incentives and protections Pony MT © 2007 by Rolene Schliesman Former post office at Havre MT © 2007 by Rolene Schliesman Carrots and Sticks: Carrots and Sticks Incentives Tax Credit Tax Abatement Grants Loans Historic Building Code Design Assistance Easements Regulations Ordinances, Statutes Land Use Design Review Demolition Demo by Neglect Design Review: Design Review A process by which a building permit is not issued until the proposed building meets the architectural standards established by land-use regulation or preservation ordinance. The absence of restrictions on property can and frequently does lower property values. Developers of suburban subdivisions and regional shopping malls know this to be true. . . restrictions maintain property values. -- Constance Beaumont, Smart States, Better Communities Design Review: Design Review Demolition Demolition precludes all other options Consider delay periods to find demolition alternatives Demolition by Neglect Demolition by Neglect not only causes destruction of a historic structure, but also destroys the morale of the residents. -- Allison Dyches, Demolition by Neglect, What the Experts Say Design Review: Design Review Historic Preservation in the 21st Century ed. by Robert Stipe SOI Standards: SOI Standards Secretary of the Interior’s Standards for the Treatment of Historic Buildings with Guidelines for Preservation Rehabilitation Restoration Reconstruction Rehabilitation Standards: Rehabilitation Standards Rehabilitation is defined as “the process of returning a property to a state of utility, through repair or alteration, which makes possible an efficient contemporary use while preserving those portions and features of the property which are significant to its historic, architectural, and cultural values.” Rehab Standard 1: Rehab Standard 1 A property shall be used for its historic purpose or be placed in a new use that requires minimal change to the defining characteristics of the building and its site and environment. Rehab Standard 1: Rehab Standard 1 “Facadomy” in DC © 2007 by Rolene Schliesman Albion House Soft Wares Rehab Standard 1: Rehab Standard 1 Historic Bank, now Quilt Store Deer Lodge MT Historic WPA Gym, now General Store Edinburg ND Deer Lodge rehab © 2007 by Rolene Schliesman ND rehab © 2007 by Rolene Schliesman Rehab Standard 2: Rehab Standard 2 The historic character of a property shall be retained and preserved. The removal of historic materials or alteration of features and spaces that characterize a property shall be avoided. Rehab Standard 2: Rehab Standard 2 Fenestration removed, Savannah GA © 2007 by Rolene Schliesman Savannah commercial building, remodel half on right © 2007 by Rolene Schliesman Rehab Standard 2: Rehab Standard 2 Church remodeling in Wahpeton ND © 2007 by Rolene Schliesman Rehab Standard 3: Rehab Standard 3 Each property shall be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or architectural elements from other buildings, shall not be undertaken. Rehab Standard 3: Rehab Standard 3 Copper King Mansion, Butte MT © 2007 by Rolene Schliesman Rehab Standard 4: Rehab Standard 4 Most properties change over time; those changes that have acquired historic significance in their own right shall be retained and preserved. Rehab Standard 4: Rehab Standard 4 www.covenantfarms.com www.jschumacher.com Rehab Standard 5: Rehab Standard 5 Distinctive features, finishes, and construction techniques or examples of craftsmanship that characterize a historic property shall be preserved. www.railwaycapital.com www.savcor.com www.kingston.com www.team-force.com Rehab Standard 5: Rehab Standard 5 Don’t cover ! www.curbed.com www.danabushman.com Roofing sealant © 2007 by Rolene Schliesman www.amsterdamtourist.com Rehab Standard 5: Rehab Standard 5 BEFORE and AFTER Columbia Pharmacy in Kennewick WA www.otc.com Rehab Standard 6: Rehab Standard 6 Deteriorated historic features shall be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature shall match the old in design, color, texture, and other visual qualities and, where possible, materials. Replacement of missing features shall be substantiated by documentary, physical, or pictorial evidence. Rehab Standard 6: Rehab Standard 6 Siding repairs in Grand Forks ND © 2007 by Rolene Schliesman Ebeys Landing, www.cooperatie-conservation.org Rehab Standard 7: Rehab Standard 7 Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest means possible. Rehab Standard 7: Rehab Standard 7 www.william-mitchell.com www.nps. gov Msla bldg © 2007 by Rolene Schliesman Rehab Standard 8: Rehab Standard 8 Significant archeological resources affected by a project shall be protected and preserved. If such resources must be disturbed, mitigation measures shall be undertaken. Rehab Standard 8: Rehab Standard 8 www.hq.usace.mil.us. www.captmikebeach.com Rehab Standard 9: Rehab Standard 9 New additions, exterior alterations, or related new construction shall not destroy historic materials that characterize the property. The new work shall be differentiated from the old and shall be compatible with the massing, size, scale, and architectural features to protect the historic integrity of the property and its environment. Rehab Standard 9: Rehab Standard 9 NPS and OldHouse.com www.PrinceAlexander.com Berlin Museum www.libeskindbau.com Rehab Standard 9: Rehab Standard 9 www.cdnarchitect.com www.amsterdamtourist.nl Rehab Standard 9: Rehab Standard 9 www.brownstoner.typepad.com www.nps.gov Rehab Standard 9: Rehab Standard 9 Bank addition in Knoxville TN www.masoncontractors.org Meets the Standard Recommended Rehab Standard 9: Rehab Standard 9 Meets the Standard Recommended Rear stair addition www.nps.gov Rear residential addition www.ci.minneapolis.gov Rehab Standard 10: Rehab Standard 10 New additions and adjacent or related new construction shall be undertaken in such a manner that if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired. Rehab Standard 10: Rehab Standard 10 Recommended connection between two buildings www.nps.gov New Construction in Historic Areas: New Construction in Historic Areas Sharp Centre for Design, Toronto www.citycomforts.com New Construction in Historic Areas: New Construction in Historic Areas Terrence Donnelly Centre for Cellular and Biomolecular Research, Toronto www.galinsky.com New Construction in Historic Areas: New Construction in Historic Areas Historic and new construction in Charleston SC © 2007 by Rolene Schliesman When Do SOI Standards Apply ?: When Do SOI Standards Apply ? Some local and state programs SHPO Preservation Grants Preservation Covenant Properties Federal Historic Rehabilitation Tax Credit Federally funded, licensed, or permitted project that require § 106 Review and Compliance Federal Historic Rehabilitation Tax Credits (2006): Federal Historic Rehabilitation Tax Credits (2006) NPS approved 1,253 rehab projects $ 4.08 billion in private investment leveraged 61,397 jobs created 5,622 low and moderate income housing units created 14,695 housing units created or renovated overall Federal Historic Rehabilitation Tax Credits (2006): Federal Historic Rehabilitation Tax Credits (2006) Nearly 34,000 projects approved since 1985 Over 1 million historic buildings are listed in or contribute to historic districts in the National Register , with 40,017 contributing resources added in 2005. NPS estimates that 20% of these buildings may qualify for the rehab tax credit Where To For More Info: Where To For More Info Preservation Briefs: Preservation Briefs Technical briefs on 44 topics written using the SOI Standards and Guidelines. All are available free, online from NPS. www.nps.cr.gov Slide47: 1: Assessing, Cleaning and Water-Repellant Treatments 2: Repointing Mortar Joints in Historic Masonry Bldgs 3: Conserving Energy in Historic Buildings 4: Roofing for Historic Buildings 5: Preservation of Historic Adobe Buildings 6: Dangers of Abrasive Cleaning to Historic Buildings 7: Preservation of Historic Glazed Terra-Cotta 8: Aluminum and Vinyl Siding on Historic Buildings: Appropriateness of Substitute Materials 9: Repair of Historic Wood Windows 10: Exterior Paint Problems on Historic Woodwork 11: Rehabilitating Historic Storefronts Slide48: 12: Preservation of Historic Pigmented Structural Glass (Vitrolite and Carrarra Glass) 13: Repair & Thermal Upgrading of Hist Steel Windows 14: New Exterior Additions to Historic Buildings 15: Preservation of Historic Concrete 16: Substitute Materials on Historic Building Exteriors 17: Architectural Character: Identifying the Visual Aspects of Historic Buildings 18: Rehabilitating Interior in Historic Buildings: Identifying Character-Defining Elements 19: Repair & Replacement of Hist Wood Shingle Roofs 20: Preservation of Historic Barns 21: Repairing Historic Flat Plaster: Walls and Ceilings Slide49: 22: Preservation and Repair of Historic Stucco 23: Preserving Historic Ornamental Plaster 24: Heating, Ventilating, and Cooling Historic Bldgs 25: Preservation of Historic Signs 26: Preservation and Repair of Historic Log Buildings 27: Maintenance and Repair of Architectural Cast Iron 28: Painting Historic Interiors 29: Repair, Replacement, and Maintenance of Historic Slate Roofs 30: Preservation and Repair of Historic Clay Tile Roofs 31: Mothballing Historic Buildings 32: Making Historic Properties Accessible Slide50: 33: Preservation and Repair of Historic Stained and Leaded Glass 34: Applied Decoration for Historic Interiors: Preserving Historic Composition Ornament 35: Understanding Buildings: Architectural Investigation 36: Protecting Cultural Landscapes: Planning, Treatment and Management of Historic Landscapes 37: Appropriate Method of Reducing Lead-Paint Hazards in Historic Housing 38: Removing Graffiti from Historic Masonry 39: Controlling Unwanted Moisture in Historic Bldgs 40: Preserving Historic Ceramic Tile Floors 41: Seismic Retrofit of Historic Buildings: Slide51: 42: Maintenance, Repair and Replacement of Historic Cast Stone 43: Preparation and Use of Historic Structure Reports 44: Awnings on Historic Buildings: Repair, Replacement & New Design Where To For More Info: Where To For More Info CLG Coordinator National Park Service National Trust for Historic Preservation Montana Preservation Alliance Advisory Council on Historic Preservation National Alliance of Preservation Commissions Federal, state, and local government and organizations HABS/HAER MT Sanborn Fire Insurance Maps (online) Where To For More Info: Where To For More Info Where To For More Info: www.cr.nps.gov (CLG, NR, federal tax credits, SOI Standards, Preservation Briefs, Professional Qualifications) www.uga.edu/sed/pso/programs/napc/napc.htm National Alliance of Preservation Commissions www.NationalTrust.org www.preservemontana.org Where To For More Info Where To For More Info: Smart Growth Planning.org (American Planning Association) NationalTrust.org SmartGrowth.org LivableCities.org GovInstitute.org (Governor’s Institute to Support Leadership in Community Design and Sound Planning Principles) TLCMinnesota.org (Transit for Livable Communities) SmartCommunities.org NeighborhoodCoalition.org TPL.org (Trust for Public Lands) Where To For More Info Publications: Publications The Economics of Historic Preservation by Donovan Rypkema Smarter States, Better Communities by Constance Beaumont Publications: Publications A Field Guide to American Houses by Virginia and Lee McAlester Dictionary of Architecture and Construction, 4th ed. by Cyril Harris Publications: Publications How to Complete a National Register Registration Form by National Park Service Standards and Illustrated Guidelines for Rehabilitating Historic Buildings by US Department of the Interior Publications: Publications Consulting Services: Consulting Services SHPO – Consultant/Contractor Lists National Park Service National Trust for Historic Preservation Advice Always check for experience with the type of nomination/survey/rehab/project/work you require Always check references! National Preservation Funding and Assistance: National Preservation Funding and Assistance National Park Service Historic Preservation Fund (THPOs, SHPOs) Save America’s Treasures Preserve America Federal Highway Administration Transportation Enhancement (TEA-21) USDA, US Forest Service Rural Community Assistance Grants (pending) National Preservation Funding and Assistance (cont’d): National Preservation Funding and Assistance (cont’d) National Trust for Historic Preservation National Preservation Loan Fund Preservation Services Fund Johanna Favrot Fund Critical Issues Fund Inter-City Venture Fund National Trust Insurance Services National Preservation Funding and Assistance (cont’d): National Preservation Funding and Assistance (cont’d) Bureau of Land Management Challenge Cost Share Funds Commerce (Economic Development Admin) Assist with job creation Housing & Urban Development Community Development Block Grants (CDBG) Low Income Housing Tax Credit Institute of Museum Services Conservation assessments and projects National Preservation Funding and Assistance (cont’d): National Preservation Funding and Assistance (cont’d) Tribal Historic Preservation Offices Administration for Native Americans Grants for Tribal Economic Development Housing and Urban Development Indian Housing Assistance State Preservation Funding and Assistance: State Preservation Funding and Assistance SHPO CLG Grants, project grants, Preserve America Montana Preservation Alliance Montana Cultural Trust Grants Montana Fish Wildlife & Parks Land and Water Conservation Fund Montana Department of Natural Resources Montana Resource Indemnity Trust State Preservation Funding and Assistance (cont’d): State Preservation Funding and Assistance (cont’d) Department of Transportation Historic Signs (brown signs) Adopt-A-Bridge Montana Committee on the Humanities Grants for surveys, education Montana Committee for the Arts Supports arts and architecture Montana Community Foundations State Preservation Funding and Assistance (cont’d): State Preservation Funding and Assistance (cont’d) Department of Commerce Travel Montana Tourism Infrastructure Investment Program (TIIP) Community Development Block Grants (CDBG) Six tourism regions: Glacier Country, Russell Country, Missouri River Country, Gold West Country, Custer Country Center for the Rocky Mountain West Local Preservation Funding: Local Preservation Funding Cities/Counties Local Government Tax Increment Financing (TIF) Districts Special Districts for Improvements Community Development Block Grants (CDBG) Community Transportation Enhancement Program (CTEP) Mill levies Chambers of Commerce Private Foundations Where To For More Info: Dollars For Preservation Montana Preservation Services Directory www.montanahistoricalsociety.org Where To For More Info
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