Montana Preservation Commissioner Training, 20072008 Part 3: What Are the SOI Standards and When Do

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Montana Preservation Commissioner Training,
2007-2008Part 3 What Are the SOI Standards
and When Do They Apply?

• Rolene Schliesman
• MT DSHPO CLG Coordinator

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What are SOI Standards ?

• Secretary of the Interiors Standards for the
  Treatment of Historic Buildings with Guidelines
  for
  
• Preservation
• Rehabilitation
• Restoration
• Reconstruction

Ft Union reconstruction 2007 by Rolene
Schliesman
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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

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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

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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
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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

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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
  

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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
  

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Design Review
Historic Preservation in the 21st Century ed. by
Robert Stipe
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SOI Standards

• Secretary of the Interiors Standards for the
  Treatment of Historic Buildings with Guidelines
  for
  
• Preservation
• Rehabilitation
• Restoration
• Reconstruction

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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.

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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.

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Rehab Standard 1
Facadomy in DC 2007 by Rolene Schliesman
Albion House Soft Wares
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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
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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.

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Rehab Standard 2
Fenestration removed, Savannah GA 2007 by
Rolene Schliesman
Savannah commercial building, remodel half on
right 2007 by Rolene Schliesman
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Rehab Standard 2
Church remodeling in Wahpeton ND 2007 by Rolene
Schliesman
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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.

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Rehab Standard 3
Copper King Mansion, Butte MT 2007 by Rolene
Schliesman
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Rehab Standard 4

• Most properties change over time those changes
  that have acquired historic significance in their
  own right shall be retained and preserved.

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Rehab Standard 4
www.covenantfarms.com
www.jschumacher.com
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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
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Rehab Standard 5
www.amsterdamtourist.com
Dont cover !
www.curbed.com
www.danabushman.com
Roofing sealant 2007 by Rolene Schliesman
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Rehab Standard 5
BEFORE and AFTER Columbia Pharmacy in Kennewi
ck WA
www.otc.com
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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.

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Rehab Standard 6
Ebeys Landing, www.cooperatie-conservation.org
Siding repairs in Grand Forks ND 2007 by Rolene
Schliesman
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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.

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Rehab Standard 7
Msla bldg 2007 by Rolene Schliesman
www.nps. gov
www.william-mitchell.com
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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.

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Rehab Standard 8
www.hq.usace.mil.us.
www.captmikebeach.com
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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.

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Rehab Standard 9
NPS and OldHouse.com
www.PrinceAlexander.com
Berlin Museum www.libeskindbau.com
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Rehab Standard 9
www.amsterdamtourist.nl
www.cdnarchitect.com
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Rehab Standard 9
www.brownstoner.typepad.com
www.nps.gov
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Rehab Standard 9
Meets the Standard Recommended
Bank addition in Knoxville TN
www.masoncontractors.org
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Rehab Standard 9
Meets the Standard Recommended
Rear stair addition www.nps.gov
Rear residential addition www.ci.minneapolis.go
v
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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.

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Rehab Standard 10
Recommended connection between two buildings
www.nps.gov
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New Construction in Historic Areas
Sharp Centre for Design, Toronto
www.citycomforts.com
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New Construction in Historic Areas
Terrence Donnelly Centre for Cellular and
Biomolecular Research, Toronto
www.galinsky.com
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New Construction in Historic Areas
Historic and new construction in Charleston SC
2007 by Rolene Schliesman
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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

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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

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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

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Where To For More Info
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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

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• 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

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• 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

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• 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

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• 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

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• 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

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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)

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Where To For More Info
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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

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Where To For More Info

• Smart Growth
• Planning.org (American Planning Association)
• NationalTrust.org
• SmartGrowth.org
• LivableCities.org
• GovInstitute.org (Governors 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)

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Publications
The Economics of Historic Preservation by Donovan
Rypkema
Smarter States, Better Communities by Constance
Beaumont
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Publications
A Field Guide to American Houses by Virginia and
Lee McAlester
Dictionary of Architecture and Construction, 4th
ed. by Cyril Harris
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Publications
Standards and Illustrated Guidelines for
Rehabilitating Historic Buildings by US
Department of the Interior
How to Complete a National Register Registration
Form by National Park Service
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Publications

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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!

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National Preservation Funding and Assistance

• National Park Service
• Historic Preservation Fund (THPOs, SHPOs)
• Save Americas Treasures
• Preserve America
• Federal Highway Administration
• Transportation Enhancement (TEA-21)
• USDA, US Forest Service
• Rural Community Assistance Grants (pending)

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National Preservation Funding and Assistance
(contd)

• 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

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National Preservation Funding and Assistance
(contd)

• 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

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National Preservation Funding and Assistance
(contd)

• Tribal Historic Preservation Offices
• Administration for Native Americans
• Grants for Tribal Economic Development
• Housing and Urban Development
• Indian Housing Assistance

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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

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State Preservation Funding and Assistance
(contd)

• 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

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State Preservation Funding and Assistance
(contd)

• 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

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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

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Where To For More Info

• Dollars For Preservation
• Montana Preservation Services Directory
• www.montanahistoricalsociety.org