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HomeMy WebLinkAbout6 - Update MemoMay 7, ZOOS '1'O: Landmarks Preservation Advisory Board FROM: James Hewat, Chris Meschuk S11BJF,C'T: Update Memo Conflict of Interest Guidelines Presentation by Sue Ellen Harrison at the meeting. Sec attached memorandum. Depot Movc Verbal update at meeting 2008 Preservation Month Events See enclosed brochure of events Post WW II Residential Survey Presentation at meeting Demolition Penalties Project See attached information. New and Pending Land tJse Review Applications See attached. Planning Board Calendar See attached. Stay of Demolition Status Summary, May 7, 2008 Staff has met with the representative (realtor) of the house, and an 819 6"' Street 1954 1 /9/2008 5/11 /2008 architect who is looking at an addition and retaining the house. Historic Boulder submitted a landmark designation application. Landmark Applications llpdatc: • 800 Arapahoe Avenue: City Council review pending a subdivision application • 1215 Cedar -Washington School: Scheduled for I$' Reading on July $, 2"`' Reading July 22 • 4051 Broadway: The board will review the application in June ARTICLF,S AND INFORMATION: NAPC Forum program Winter and Company Publications, Preservation and Sustainability, Nei hbunc~~od Character, Recent Past. 2008 CITY OF 130ULDER, CULORAUO Office of tlx City Attorney [vluniCipal Building 1777 Broadway }'ust Office Box 791 1Soultler, Colorado 80306 Telepho~x (303) 442 JO'LO Facsimile (303)441-3859 MEMORANDUM I+ROVI: Jcny P. Gordon, Acting City Attorney TO: Members of City Boards and Commissions DATE: April 2, 2008 :~~~ yri SUBJECT: Public Meetings; Open Records; Boulder's Code of Conduct Introduction The city of Boulder relies heavily upon the members of the community who volunteer to work on it's boards and commissions. Those who devote their time to service on these bodies are much appreciated. However, even though board and commission members are volunteers, they are also appointed city officials. As a result, a number of state and total laws apply to them and violation of those laws can have serious consequences. This memorandum attempts to summarize important provisians of those laws. Open Meetings Law The Open Meetings Law requires that all meetings of public bodies be open to the public. "Meetings" are defined to include "any kind of gathering convened to discuss puh]ic business, in person, by telephone, electronically, or by other means of communication." § 24-6-402(1)(b), C.R.S. Whenever three or more members (ar a quorum of the members, if fewer than three) of the "local public body" get together and public business is discussed or formal action may be taken, the gathering is a "meeting" and open to the public. Notice for Public Meetings Members of the public cannot exercise their right to attend apen meetings unless they know that meetings will occur. Therefore, the Open Meetings Law requires that the public must receive "full and timely notice" of any upcoming meeting. The statute prescribes the notice requirement as follows: Any meetings at which the adoption of any proposed policy, position, resolution, rule, regulation, or formal action occurs or at C:\Ucx:uments and Settings\conosl\Local Settings\Temp\XPCirpWise\Cioard and Commission (lnentation Document •- 2l>U8-.doe 1 Members of City Boards and Commissions Page 2 April 2, 2008 Rc: Public Meetings; Open Records; Boulder's Code of Conduct which a majority or quorum of the body is in attendance, or is expected to be in attendance, shall he held only after full and timely notice to the public.... The statute does not explicitly limit the kind of notice shat is legally sufficient. However, it approves the practice of posting notice in a designated public place at least twenty- fourhours before the meeting. In practice, the city usually publishes meeting dates in the local newspaper. Public Meetings acrd Electronic Mail Sometimes an exchange of email messages can violate the Open Meetings Law. That is because if board or commission members engage in an electronic email discussion, a court may rule that they have engaged in anon-noticed public meeting. Usually, no open meetings problem exists if only two board or commission members communicate by email. Under state law, a meeting occurs when more than two members of a public body discuss the public's business. However, email presents dangers even when a board or• commission member intends an email message to be received by only one other board or commission member. Because it is so easy to forward electronic mail, or copy and paste it into a new message, an email author can never be certain that the circulation of his or her message will stop with the original addressee. The easiest way to deal with this issue is to do business at regularly scheduled and noticed traditional public meetings. Electronic communications are convenient, bu- without advance planning and a great deal of care, they may run up against the legislative prohibition on the formulating of public policy in private. When a member of a board or commission desires to communicate by email with another board or commission member, a practical step might be to prominently post within the communication a request that it not be forwarded to any other person. That may help insulate the sender from any alleged violation of the Open Meetings Law. However, it is doubtful that such a technique would have any impact upon the issue of whether the message would be subject to disclosure pursuant to the Open Records Act, which is briefly described in the next section. Colorado Open Records Act The Colorado Open Records Act requires that most documents generated during the course of the governmental process be made available for public inspection upon request. The state statute defines "public records" very broadly. They include "all writings made, maintained, or kept" by agencies of government -including city government. C:\r)ucumenis and Settings\conoslV,ocal Settings\Temp\Xr'CirpWiscV3oard and Commission Orientation Documrnl -- 2b08-.doe 2 Members of City Boards and Commissions Page 3 April 2, 2UU8 Re: Public Meetings; Open Records; Boulder's Code of Conduct Electronic files (including email) arc specifically included as "documents" under the law. As a result, almost all messages and documents created by officials dining the course of government process arc considered public documents. In fact, there is a specific provision in state law which mandates that if officials use electronic mail to discuss pending legislation or other public business among themselves, the electronic mail is subject to the law. § 24-6- 4U2(2)(d)(III), C.R.S On the other hand, not every email produced by a board or commission member is a public document. Private messages that arc not related to municipal business are not covered by the disclosure law. Also, some documents may be confidential by virtue of legal privileges. For example, some communications with the City Attorney's Office might he covered by the attorney/client pl-ivilege. Upen Records and Home Computers Under some circumstances, email exchanged between board or commission members over private email networks may also be subject to disclosure pursuant to the Open Records Act. If municipal officials exchange email messages from their home computers that discuss official city business or that aze intended to influence the work of the board or commission, there is a good chance that those messages will be covered by the law. That means that if a member of the public requests them, the messages may have to be disclosed. If this kind of situation was presented to a court for resolution, the ultimate decision would probably turn on the nature and pul-pose of the messages rather than upon which computer system was used to produce or receive the messages. Code of Conduct City staff and members of the city's many boards and commissions are governed by the provisions of the city's Code of Conduct. Those provisions arc found in Chapter ?, sections 2-7- 1 through 2-7-1 S of the Boulder Revised Code (B.R.C.). The purpose of this part of the code is to protect the integrity of city government. The idea is to prohibit public officials from acting on matters in which they have conflicts of interest and to establish guidelines that encourage them to avoid any appearance of impropriety. This memorandum summarizes important provisions of the Code of Conduct. I-Iowever, it is strongly suggested that board and commission members read the entire Code of Conduct chapter. Obviously, if there is any inconsistency between this memorandum and the actual Code of Conduct language, the Code of Conduct language controls. C:\Documents and Scttings\conosl\Loe;al Setzings\Temp\Xf'GtpWisc\lioard and Commissiun Urientahon Document - 2008-.dac Membel•s of City Boards and Commissions Page 4 Apri 1 2, 2008 Re: Public Meetings; Open Records; Boulder's Code of Conduct ~ Conflicts of Interest The general rule for conflicts of interest is set forth in section 2-7-2. That provision explains that no public official is allowed to make, or participate in, any official action in which he or she knows (or should know) that he or she has a conflict of interest. T'he section mandates that public officials must disclose any conflict of interest and disqualify themselves from participating in actions in which they have conflicts. Section 2-7-1 S defines "conflict of interest" to include situations in which a member of a city board, commission, task force or similar body (or a city employee): (a) Has a substantial interest in any transaction with the city; (b) Has a relative with a substantial interest in any transaction with the city; (c) Has a substantial interest as an affiliate of a firm with a substantial interest in any transaction with the city; (d) Has a substantial interest as an affiliate of a firm appearing on behalf of or employed by a person with a substantial intcrest in any transaction with the city; (e) Is an officer of an organization that has taken an official position on any transaction with the city; (n Is on the board of directors of an organization that is substantially affected by a transaction with the city; (g) Is affiliated with a law, accounting, planning, or other professional firm that has substantial interest in any transaction with the city; or (h) is required to receive official notice of aquasi-judicial action from the city. If one of these listed conditions exists, a board or commission member is required to remove him or herself from the decision making process. • Appearance of I»tpropriety Even when there is no technical conflict of interest, the code asks board and commission members to consider removing themselves from decisions or matters when the circumstances suggest that there might be an appearance of impropriety. However, sclf removal in these cases is discretionary. C'\Dixuments and Settings\conosl\l.ocal Settings\'remp\XPGrpwise\Baard and Commission Orientation Ucx-ument -• 200$-.doc 4 Members of City Boards and Commissions Page S Apri 12, 2008 Re: Public Meetings; Open Records; Boulder's Code of Conduct Section 2-7-9 provides examples of situations in which a member, employee, or appointee to a city board, commission, task force or similar body may decide to remove themselves from consideration of a matter - but in which they are not required to do so. Those examples are: (I) If the person is an employee of a state or federal government entity with a substantial interest in any transaction with the city; (2) If the person has a close friend with a substantial interest in any transaction with the city, and the counci I member, appointee, or employee believes that the friendship would prevent such person from acting impartially with regard to the particular transaction; (3) If the person has an interest in any transaction with the city that is personal or private in nature that would cause a reasonable person in the community to question the objectivity of the city council member, employee, or appointee to a city board, or commission; (4) If the person is called upon to act il~ a quasi-judicial capacity in a decision regarding any of the situations described above; or (5) If the person owns or leases real property within six hundred feet from a parcel of property that is the subject of a transaction with the city upon which he or she must make a decision, and is not required to receive official notice of aquasi-judicial action of the city. I,intitations on Accepting CTifts The code provision about gifts appears in section 2-7-5. "The basic rule for board and commssion members is that no appointee (or any relative of such an official) may accept anything of value if: (1) The official is in a position to take official action with regard to the donor; or (2) The city has or is known to be likely to have a transactional, business, or regulatory relationship with the donor. Questions that arise in this area generally involve a list of items that are not considered gifts for purposes of the code. Section 2-7-5 (b) contains the list as follows: (1) Campaign contributions permitted by law; (':U)ocuments and Settiogs\ctwoslU.oca1 settings\'J'emp\XYGrpwiseU3oard and Commission Orientation Document -- 200A-.doe S Members of City Boards and Commissions Page 6 April 2, 2008 Re: Public Meetings; Open Records; Boulder's Code of Conduct (2) An unsolicited, occasional non-pecuniary gift of a m~lximum amount of $50.00 or less in value; (3) A gift from a relative; (4) An award, publicly presented, in recognition of public service; (5) Reasonable expenses paid by other governments or governmentally related organizations for attendance at a convention, fact-finding mission or trip, or other meeting if the person is scheduled to deliver a speech, make a presentation, participate in a panel, or represent the city; (6) Items which are similarly available to all employees of the city or to the general public on the same terms and conditions; and The obvious intent of these provisions is to avoid actual graft or the appearance that special treatment from our local government can be purchased. Accepting gifts by government officials can be very problematic and it is strongly suggested that boal•d and commission members who have any questions in this area contact the City Attorney's Office for specific feedback and suggestions. Prohibition on Usrng Confidential Infnnnation for Financial Gain Sections 2-7-3 and 2-7-4 make it clear that board and commission members are not to use their positions to gain financial benefit for themselves or others. Also, it is a violation of the code to disclose confidential information obtained as a result of holding public office. While most board and commission members don't come into possession of confidential information very frequently, it does sometimes occur. When it does, board and commission members are under a very strict legal obligation to maintain confidentiality of that information. Conflicts and Outside .i:'mployment Section 2-7-6 sets out some rules about outside employment. Under those rules, board and commission members are not to take official action with respect to a former employer for at least six months after they leave the job in which they worked for that employer. Also, board and commission members are supposed to report existing or proposed outside employment or business interests that may affect their responsibilities. This notice must be in writing to the City Council. Within thirty days after accepting a new job or business opportunity, board and C:\Documents and Settings\conos 1\Lcxal Settings\Temp\XPGrpWise\Roard and Commission Orientation hcxument - 2008-.doe Members of City Boards and Commissions Page 7 April 2, 2008 Re: Public Meetings; Upen Records; Boulder's Code of Conduct commission members are to report any changes of employment or changes to outside business interests that may affect their responsibilities to the city. Limitations orr the Participation of Former Officials For twelve months following termination of office or employment, no former official may appear before, or participate in, the proceedings of a city board or commission on which he or she was a member. However, this limitation may be waived by the City Council by appointment or vote. Limitations on Litigation by FurrnerAppointed O)~ciuls No former official may bring a lawsuit against the city, or participate in a lawsuit in which the city is involved on behalf of any other person or entity, if the litigation involves a matter upon which the person took official action during, his or her service. This rule applies for twelve months following termination of service with the city. § 2-7-6 (f}, B.R.C. Employment of'Relatives Generally, a board or commission member may not advocate for the appointment or hiring by the city of someone who is his or her relative. However, board and commission members may request the City Council to make such an appointment or hiring decision. Also, it is permitted for the city to enter into transactions with companies, corporations or other business organizations that employ a relative of a city official if: (a) The board or commission member does not participate in the hiring decision; (b) Any business organization involved is apublicly-traded corporation that provides its services to the city on nondiscriminatory ternls justified by the market facts and circumstances of each transaction; or (c) The business organization has been doing business with the city for at least one year prior to the date the city official's relative became employed by it and the board or commission member's relative is not directly employed to work on matters involving the city and his or her compensation is not tied to the success of the outside business organization in obtaining business from the city. Prolrihition vn /Zcpresenting Other.\• Before the City The general rule is that members of boards and comnussions•are not allowed to represent others in front of the hoard or commission on which they serve or before the City Council. It may, under some circumstances, also be improper for members of boards and commissions to C:\Documents and Sclhngs\conosl\Local Settings\Tcmp\Xr'(itpWise\Roard and Comtrussion Orientation Document -- 2W8-.doe 7 Members of City Boards and Commissions Page 8 Apri 1 2, 2008 Re: Public Meetings; Upen Records; Boulder's Cade of Conduct represent others in front of other city groups or bodies. This is an important rule and if it is violated, violators may be removed from their board or commission or could even be criminally prosecuted. Because this rule can be somewhat complicated in application, members of boards and commissions are urged to seek guidance from the City Attorney's Office before they represent another party before a city entity. The Manner in Which a Boadd yr Commission Member is Supposed to Remove Him or herself from Consideration of a Matter There is a formal procedure that a board or commission member should use when that member feels that he or she has a conflict of interest or that there would be an appearance of impropriety if he or she participated in a particular decision. § 2-7-1O, B.R.C. Under these circumstances, the board or commission member should either provide written notice of the conflict or disclose the conflict of interest on the record of a public meeting of the board or commission on which the person is a member. Then, the board or commission member must: (a) Refrain from voting upon or otherwise acting in an official capacity with regard to the transaction giving rise to the conflict or appearance of impropriety; (b) Physically absent himself or herself from the room in which the matter is being considered; and (c) Not discuss any matter related to such transaction with any other member of the council, board, commission, task force, or similar body of which the person is a member. A Safe Harbor for Code of C.'ondtcct Issues Board and commission members will want to know about a "defense" that is provided to them against alleged violation of the Code of Conduct. Section 2-7-13 allows any city board or commission member to request an advisory opinion from the City Attorney about the application of the Code of Conduct to a particular situation. If a board or commission member acts in accordance with the advice from the City Attorney, that: individual will have a defense to a criminal charge of violating the Code of Conduct. C:\Document, and Settingslconosl\Local Settings\'remp\XPGrpWise\$oard and Cvnunission orientation C>ocument -- 2008-.doe 8 Members of City Boards and Commissions Page 9 April 2, 2008 Re: Public Meetings; Open Records; Boulder's Code of Conduct Conclusion As noted earlier, some of the issues discussed in this summary can get a bit complex in specific situations. Therefore, new board and commission members are invited to set up an appointment with representatives of the City Attorney's Office to discuss these and related matters in mare depth. C:\Documents and 5etungs\conosl\Lcx:al Settings\TempVC}'GrpWiscU3oard and Commission Orientation Uocuntent -- 2W8-,doc 9 i' ~ ~ • ~ ~. 1~ e• f~ fJji, a~ 1 ~~, ;'!! _ ~'~ \~i s. ;j '•: ~ ..~ , . , . _.,~. 1ul 1013 y .N w e Orleans ~~ - :... S j~ ~ ~~ iti.~• ` . ~~ is `~-~- _ :-. ~~ - }M ~ .'~ ?, ' f \j ~ v: F~•~1. ^ ~K~:, t. i !.', .1 ~'' may' ~ -` ;;: ~,, a~ • ~ Crescent City Comeback! ~2 Schedule-at-a-Glance -03 Agenda for Thursday---05 Agenda for Friday -06 Agenda for Saturday--09 Agenda for Sunday-11 How to Get There -15 Where to Stay-15 Forum Scholarships-16 The National Alliance of Preservation Commissions is pleased to present its Sixth biennial National Commission Forum-the olt/}~ national conference specifically for preservation commission members and sta17: Forum's uniduc; combination of educational breakout sessions and working roundtables brings you the best information fi~om commissioners, staff; and other experts workmt~ on preservation's front lines across the country. You will return from ~onun energized and fidl of ideas and information to build your local preservation program! Learn from some of the most experienced preservationists in the country about the essential ingredients for a successful local preservation program. Participate with representatives from communities with similar resources to learn how they address key preservation issues. Work with national experts to craft policies that you can use in your community. The 2008 National Commission Forum is supported by a gran( from the Louisiana Uepartrrtent of Culture, Recreation and 7btrrism'S' Offire of CuKura! Development, Louisiana Division of Ifistonr, Preservation. this project has also been funded in part by a grant from the U. S- Deparimenf ofthe Interior, National Park Service Historic Preservation Fund, administered by the Louisiana Division ofHistaic Preseroaliar. However, the cartents do not necessarily reNect tho views anJ pnlicios oI the Department of the lntenor or the Loteisivta Division of Histoac Preservation, Rris program rr,~;ewerl federal financial assistance for the itlentiTcation and protection of historic properties Under Title VI o1 the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of X973, and tho Age Disrriminahnn Act of 1975, the U.S. Department of the Interior prohibits Jiscrrnnraafwn on the basis of race, color, national origin, disability,. or ag<; in ds federaNy assistod programs. If you believe that you have been drscrnainated ayainst in any program, activity. or farility as described atwve, or rf you U@sire Iurtlrrr inlomaafion, please write to: Olfice of Equal Opporturrdy, National Park Service, t&J9 G Street, N.W, washinytcn. D.C. 20240 What's inside ^ - I ~4 ,k F . •ty f_ I ' ~ - ~ - An Invitation from the Chair The National Alliance of Preservation Commissions is pleased to present the Sixfh biennial National Commission Forum dedicated to the issues -and concerns of local preservation commissions. Forum 2008 will be h Louisiana. Rich in hiss of the people of New and alive with tradition after Hurricane Katrin. the harder-hit areas destination. The Astor restored headquarters Bourbon streets at the as the Vieux Carre, or ti naticn'ssernnd-oldest Ic St. Charles Avenue and 13 in fabulous New Orleans, I culture, the diverse heritage challenges of rebuilding in Orleans remains a great our historic and beautifully- ad downtown at Canal and French Quarter-also known locals. The Vieux Carre is the -and is steps from the historic reetcar lines. role in the revitalization and is proud to be a partner in- ew Orleans. There is much Preservationists have played a critic rebuilding of Ne~v Orleans, and NAF that effort by bringing the Forum to for all of us to see and learn, and by will also be helping in the city's comp come to the Crescent City. you n to The first five National Commission Forums brought together 2,000 local commissioners, staff, and state Certified Local Government ';~,}_i Coordinators from around the country. Forum 2008 will build on the success of these conferences with new workshops alongside the traditional training courses dedicated to new commissioners and commission chairs, more working roundtables and breakout sessions than ever before, as well as additional tours and mobile workshops. The NAPC has been helping build strong preservation programs through education, advocacy, and training since 1983 and Forum is where it all comes together. So join us in Ne~v Orleans as we continue the Forum tradition of strong content, camaraderie, and celebration at the only national conference dedicated to local preservation commissions and their work. I' It see you in New Orleans!! Ann Benson McGlone NAPC Chair page 2 ~ v\ ~: I ~ : 1 ~ II I : '. I I t l l ~`' ^~ ,} r `~ A , 1 ~ IZc~;itration (7:30-'~) ~ C "~~ •-~ ^~~~~'' ' Pre-Forum "tour (8:30-5:30) River Road ~ ~~ r•~r ;Y ,-~ Nc~w Slate r_'I.G Coordinators Trul il:~ (4-I'1 _~ ^, 1 , jS i t' } '~ ?~ ~'~ ~ }EYn Rc~~.istration (7:30-5) ,7,,.. ~` ,` l ; Advocacy 101 (9-12) ~!~ ,hr`:~ ~~` ~. Commission Short Course (9-3:30 j ~ `.~`~;'"-- ;, . . ~ ~~'' `~ ' Commission Chair Training (9-3:30) ~.~ .~I V , ` ~ Mobile Worksho s lanes var ~ ~ :Y~~~~;'~' ~ ~~ • Cemetery Preservation (9-12) ~T , ~ z~,~° :_~ • Baton Rouge (9-3:30) , ..~1.:;: Mobile Workshops (Times vary) ~'~~'-~`~~>~.' • Holy Cross Neighborhood (9:15-12) `~~~='~` ` ` ^ • New Orleans History and Recovery (9:15 ~ ' I + < I~ t i ,: rah L ~~~ _., ~ ,,:: I, ~,: ' J '~ !~' ~}t 3r ~~~ - .t.~\~ ~l~a ~,-'.i 'rK' Iii ~ ~ }', - 1Ze~istration & Inforn~ation Desk, Forum Bookstore/ Window Re; ~_ Working Roundtables Break Out Sessions (seen X,unc N ~ (9-10:30) (10:45-12) (]2-1:30) • Keeping it Real • Before the Storm '': ~ i~ ~, ~~: • Best Friends Ibrevcr • Intro to LEER . ~`:z',~;. ` -'ri; "; • Rural Preservation • Safety & 13uilding • A Commission's Le al Toolbox . g ^y Codes • After the Consultant .+..) ~ • Preservation Leaves "~ ~ ~ Commissions as • The What, W}ry, ~'/^~ r.7 ' ` ' ~`'- Economic Engines and How of Desic;n Vl - Guidelines Informatio n Desk (`~-1 ~ i Walki ~~ Working Roundtables Closing; 'Z~ ~,+' (12:31 ~~ (9-10:30) : . Forum ~, • TaX " • Uevcloping a Ma- n l Gathcring r ;. Stori ~ <:, te a s Evaluation (10:45 ~-+` .:`' ' • F -~y ~! ' Methodology ~~: : - 11 30 ' ren • Lessons Learned in llisaster R c ;i; .: : ) - e overy _ • Calling the Cops ;; ~~ P~" : Dealing with , ' .Jlw' . Oddball Resources page 3 :~~ a.,.:~~;:< ~ Registration (3-5) ~~:<.,'~= , . New Orleans Overview 'four (1-5) tieate CLG Coordinators h-lectint. (1-S) ,. , _,; Grant Writing Workshop (1-3:30) '~~?~~;=~~ _;f: o,. , :`; ;,° .' 1- .~a /'~ t: WalkingBus Tours (Times vary) ;="~^ • French Quarter Walking Tour (I-3) ~~~`.. •;~ : , . • Garden District Bus/1Valking Tour (I-3:30) > ;-~ •'~ . ~~ ~...: v al;.t; 1 S ~` ..~ ~ ;•' Information Information :r~'~~~ Sessions (1-2) Sessions (?.o~3.3u) ~•°;<-;~i. >,.._... • Preserve • National ~i'?;;..~,; America Park Service ;=~;~?;. • !'reservation • Recent Past tZ'-~12=~. Action Prescrvation'aLy`~. • National Network ~?~':'?~ ,~ .d ti ;.%r. r : s '' -- Opening Forum `_ Opening Gathering (4-5:3O) ``~ ~(_g) hcon ~~ Working Roundtahles ~ Break Out Sessions ~ Fonmi (I :45 - 3:15) (3:30 - 4:45) Gathrrin: • Where Everyone • Adopting & Using t+ a; .t:zo Knows Your Name llemolition by • Going Green Neglect Ordinances • Cultural & Ethnic • Staff't'raining Ses- Resourccs lion • Big Cities, Big lssucs • Staff? What Staff? • New Additions • Understanding the ADA • Recent Past Rccon ng Tours ~~"~'s~>s`:'<~F: - 2:30) , ~, .. Credit Success ~~`~ ' ~~ `'°' tch Quarter ''~'s'% f, .!.- v'f ~ Reception (6 - 7:30) page 4 Wednesday ,Uiy g 3 pm - 5 pm Early Registration/Check-ln Open Thursday ,u~y ,o 7:30 am - 5 pm Registration - - 5:30 pm Pre-Forum Tour: River Road "°"~_ ~ I•hc Great River Road, which Iollows the N}ississippi ~y'a a' ~~ [liver, has transported people and ~.*oods throughout ~- y history. 'This day-long trip examines the rich history of Rover Road: plantation homes, old river towns, and other icons of the region. Cultural resource __ management for river communities will be discussed along with plans for preserving and promoting these resources. You'll also enjoy a surnphfous Creole luncheon. X'~j ~ 1 pm - 5 pm New Orleans Overview Tour Experience the Crescent City's development from the original settlement - today's French Quarter to becoming rnajorport city on the Mississippi River. Visit its historic neighborhoods and see the grand avenues, which weathered the winds and waters of Hurricanes Katrina and Rita. Lnjoy the t,~rand rriansions of St. Charles Avenue, the shotgun houses and Creole cottages of Liywater and Marigny, and the complex history and architecture of this unigi.~e American city. ,~30 ~ gam-12 pm veterans. National Park Service persoru~el will bring you up to speed nn procedures and responsibilities, pass througlt subgrants, NPS resources, and much more. ~'rec~, lirniterl to state CLG coordinators. 1 pm - 5 prn State CLG Coordinators Meeting State CLG coordinators will meet with National Park Service personnel to discuss the CT.,G program and related issues. Meet yo~.ir colleagues from across the country and bring your questions, ideas, anc~ issues. Free, limited to state CLG coordinators. Pa9~'- Friday July 11 7:30 am - 5 pm Registration and Forum Bookstore Open WORKSHOPS AND TOURS 9 am - 12 pm Giving Voice to the Preservation Message: Advocacy 101 All of us know that preservation is good, but how do we get the message across to others? This halt= day workshop will give you the tools and techniques you need to build understanding and even inspire enthusiasm for preservation with elected officials, property owners, developers, contractors, realtors, and others. Presented by NAPC, Preservation Action, and the NThIP center for Public Policy. C.'ourse fee irtclude.~ ull materiul.c. 4X25 9 am - 3:30 pm Commission Short Course and staff, the Commission Short Course includes discussion of Ix-eservation law, meeting procedures, local designation, the design review process, public outreach, and tnuch, much more! Some of the field's leading preservationists will get you up to speed on the ~vho, what, when, and where of commission operation. Great for first-time commissioners and staff, or veterans who want a refresher course. Registration includes lunch ctrzd all rrurterials. $70 9 am - 3:30 pm Commission Chair Training Designed specifically for current and future commission chairs and stafF, the Commission Chair "fraininp is a full day intensive workshop including: lcadershzp techniques, working with staff', thorny Ic~al and ethical issues, resolving conflict, partnering wrth other commisions and organisations, program review, updating guidelines, and other to Tics. Ex erienced trainers from preservation's front ~ines will make sure you have tb,e trallnng yyou need to lead your commission. Registration i-rclr~ules ltrni~h urrd all »uttericzls..~~70 It State $fi(/ page 6 9 am - 3:30 pm Baton Rouge Mobile Workshop Friday July 11 continued 9:15 am - 3:30 pm New Orleans History and Recovery Mobile Workshop ~~ •~''`'"`~'`1`' Hurricanes Katrina and Rita dealt a horrific blow ~ .` to New Orleans when wind and water destro ed ~~''-`, r ~ infrastnicture designed to protect the city; but the ~ `~~~ '~"•.;~ Crescent City is making a comeback! Learn how _ _ _ i, patterns of growth and developnicnt, along with '~ `i ` _ advances in technology and 20th century faith : in . } , _ ._ - ~,~~gineering, created an "improbable city." Hear ' ~ - and see how the efforts of non-profit organizations, foundations, and volunteers arc driving much of ~~..~..aa,. . _ ' • ~",~,, i~~ the city's recovery. $'S0 9:15 am-12 pm Cross Mobile Workshop designated historic districts, and survives tc kably intact thanks to preservation laws da 1930s. Explore the history of this nearly tl ed year old settlement, learn how it has fared, nation challenges it presents, and how they met. x'20 1 pm - 3:30 pm Garden District Mobile Workshop . Visit one of the most dazzling historic re ~leighborhoods in the world. Experic ~,1' II ~-~.j architectural splendor of this riee-lined "!1r f~~~, sector of town, and examine the antcbcl .~ ~ "Creole. v. American" conflict. }}ighlights notable sites and i,afavettc Ccmeterv No, 1. page 7 1 pm - 3 pm French Quarter Walking Tour Friday July 11 continued 1 pm - 3:30 pm Show Me the Money!-Intro to Grant Writing This hal flay workshop covers the fllIldanlelltalS Ot ggralli writing including identifying potential liulders, making initial anrtact, proposal development, budgeting, anc~ S11b1111SS10I1 protocol. Program specific ulstructlon will be provided about Certified Local Government, Preserve America, and Preservation Services Fund grants. Re~istrc~tion inc,lzrdes ull rnulet~ iuls~. $25 EARLY AFTERNO 1 pm - 2 pm ON INFORMATION SESSIONS All about Preserve America I.,earn about this federal initiative to recognise communities using culhrral and natural resources to promote heritage tourism lrnd what Preserve Ai110rICa fulldulg Ct1I1 d0 fOr y011. 1 pm - 2 pm Your Friend on The Hill: Preservation Action Since 1974 Preservation action has served as preservation's national grassroots lobby. Learn al)Ollt 1tS It115S1Ot1, VIS10I1, aSld work alld how yOLI call get involved. 1 pm - 2 pm What the National Trust Can Do for You Everyone knows the Nattonal 'frost for Historic Preservation provides leadership, education, advocacy and resources for preservation; hilt 11ow can it help you? Come f incl out! MID-AFTERNOON INFORMATION SESSIONS 2:30 pm - 3:30 pm Meet Your National Park Service Most people know that the national Park Service cares for national parks; but it also helps preserve historic resources. Join NPS personnel and learn more. 2:30 pm - 3:30 pm Introducingg the Recent Past Preservation Network (RPPN} Learn how RPPN promotes preservation of buildings from the recent past and helps others do the same, and how ~-vI1 can get involved. 2:30 pm - 3:30 pm What your SHPO can do for You State Historic Preservation Offices ofTcr many resources to help local preservation efforts, but are frequently underutilied. Join staff from the National Conference of State I lista--ic Preservation Ofticers to learn what your state ottice can do for you! 4 pm - 5:30 pm Openin Forum Gathering and Awards Ceremony Come together with friends and colleagues ~~~ ~ `~' ~~~~ born tl;roughout t}~;: Gnitcd States to kick ~~~ ~ ~ ~ '~_- off the only national conference dedicated to local preservation conunissions, and enjoy opening remarks from Para Breaux, 'rr• - Louisiana State Historic Preservation C)fficer ~'~.~ ~~nd .Tolln Nau, Chairman of the Advisory (:ouncil on .historic Preservation. "" ' (Sep page 76 fcr awards information) 6 pm - 8 pm Opening Reception page 8 Window Restoration Demonstration Old windows CAN be saved! Be sure to vis- it this all day exhibit hall demonstration to watch expert windaw repair by master crafi'ts- men, talk with them, and learn about the pros and cons of window weatllerization, window frame restoration, sash restoration, paint re- rnova.l, epaxy repair, glass removal and rein- stallation methods, and much mare. 7:30 am - 5:30 pm Registration & Information Desk, Forum Bookstore Open Working Roundtables: Highly interactive facilitated sessions where participants work avith speak- ersand each other to find real soi«tions to real challenges. Findings are reported in the Forum Gathering. 9 am - 10:30 am Keeping it Reat: Authenticity and Heritage Maintaining authenticity while pursuing heritage tourism development ~~resents specral challenges, but it can be done. Jain fellow commissioners and staff to identify the challenges and best ways they can. be ~ met. am - 10:30 am Best Friends Forever Every local preservation commission needs an advocate, a shoulder to lean on, and sometimes has to take the lead in building grassroots support far its work. What are the innovatrve ways commissions i can reach out and build support`? j 9 am - 10:30 am Rural Preservation Preservation afnrral resources and districts challenges I local preservation commissions to find creative solutions to complex problems. This session will examine the issues, identify ways to address them, and the resources required. 9 am - 10:30 am Safety and Building Codes The building code says one thing, the fire code says something else, and your guidelines don't ac;ree. What challenges do com.rnissiorrs face in reconciling preservation standards with modern safety anti building codes'? How can the challenges be met? 9 am - 10:30 am Preservation Commissions as Economic Engines Ofiten seen as a hindrance, preservation commissions can play a significant role m economic development. This roundtable explores how commissions can serve as economic engines and the tools they need. page 9 ~aiuraay ~uiy 12 Saturday !u(y 12 continued Break-out Sessions: feature several ~;peakers on a variety of ulrren~ topics v~'ith plenty of time for (~ ,,Intl r~ ~nd':~:~ely ~ii;~ussion. BREAK OUT SESSIONS 10:45 am - 12 pm Before the Storm: Developing Disaster Plans A comprehensive disaster plan can make the difference between post-disaster demolition and rehabilitation. Learn the fundamentals of developing and maintaining a disaster plan and common pitfalls to avoid. 10:45 am - 12 pm Introduction to LEED Leal-11 the basics of LEED (Leadership in f~nergy and L•I1V1rUI1111CI1ta1 Design) so that when faced ' with a project seeking' LEED certification, your ~~ commission will be ab~e to work with the applicant and make defensible decisions. ~ 10:45 am - 12 pm A Commission's Legal Toolbox ! All commissioners and staff need to have a j thorough understanding of the legal tools at their disposal, but often find the subject intimidating. This session disarms the subject with clear, easy to understand information. 10:45 am - 12 pm After the Consultant Leaves: Implementing and Maintaining your Local Preservation Plan Maley C01111111SSIO1IS have preservation )fans, hilt have no idea how to imple-nent them or ~ecp them up to date;. "Phis session gets you started and points out the pitfalls and opportunltles. ; 10:45 am - 12 pm The What, Why, and How of Design Guidelines Design guidelines are essential to effective C0111mISSlOIl Operatloll, but can be difficult to develop or keep up to date. Come learn the funadamentals of design guidelines and their use and maintenance. t 12 pm - 1:30 pm Green Luncheon )rincipal architect and director oi~ Susrlinahle ~)csign at Guinn Evans llrclutccts, a tirm ~~~ith offices in Ann Arbor, Michigan and Washington, U.('., and is a fi•eyuent speaker on historic preservation and sustainability. S~onsc~recl hl' the .5avanncrll College of .~li•l and De,cis,~n. ~4S _ . _... _.• _ .pay`. ~ . July 12 continued WORKING ROUNDTABLES 1:45 pm - 3:15 pm Where Everyone Knows Your Name: Tiny Towns Commissions serving towns under 5,000 >; azid finds ways to meet and take best than. 1:45 pm - 3:15 pm Going Green Preservation is inherently green, but what about solar collectors, geothermal 1-IVAC, fluorescent replacement bulbs in old fxtua'es, etc,`? What are the issues and challenges, and how can they be addressed? How corn the two interests work together? 1:45 pm - 3:15 pm Cultural and Ethnic Resources The common (mis)perception that historic districts i h bit d ll l b i d i are n a e on y y we to o Caucas ans s now less true than ever. What are tl)e challenges in reaching out to diverse communities anal what can commissions do to meet them? 1:45 pm - 3:15 pm Big Cities, Big Issues What are the unique pI'CSeI'Vat1Ur1 opportzlnities and challenges faced by cities with a population of 500,000 or more'? This session explores the issues of big city preservation aiul finds ways to address them. 1:45 pm - 3:15 pm New Additions Rcviewirzg and detcrminini; the suitability of new addi ions to historic residential and eornmercial buildings can be a challenge: sire, design, materials, and construction all have to be considered. An exert panel of designers, commissioners, staff', and ldi f i b l ill h h ui ng pro ess s w teac ona you ow. BREAK OUT SESSIONS 3:30 pm - 4:45 pm Adopting and Using Demolition by Neglect Ordinances Adopting a demolition by neglect ordinance is serious business and enforcing it is even more serious, but it can be done. Join battle-scarred veterans to learn how. 3:30 pm - 4:45 pm Staff Training Session Learn from the experience of seasoned professionals! Limited to commission staff, this session provides basic training, tricks of the trade, 211rd hOW t0 }landle the harsh .realities of staffing a commission..~imited tv staff only. 3:30 pm - 4:45 pm Staff? Whaf Staff? Sozne of the most effective preservation commissions are those that do not have any staff suppvrt. Learn hvw they do more with less and wake preservation work. 3:30 pm - 4:45 pm Understanding the Americans with Disabilities Act (ADA) C:ommis$lons arc increasingly called upon to review changes to historic 1)roperties tv make them ibl h l access e. Learn t e lega aspects of the AD.A and hvw it can be accommodated in your guidelines. ~,d<a~ iz $dtlll'ddy July 12 continued 3:30 pm - 4:45 pm Recent Past Recon Using the recent past typology and survey l~n~nt developed from the Forutn 2006 recent past sessions, participants will conduct a virtual survey of residential and commercial districts containing real .life resources. 4:43 pm - 5:30 pm Forum Gathering Reconvene to share expertise, experience, and findings from the day's working roundtablcs. 6 pm - 7:30 pm Reception Join the Preservation Resource Center of New Orleans for refreshments, camaraderie, and celebration at its headquarters in the Historic Warehouse District. $l~ Pre-r~c~gistratic~n reyrrirec! Buses depart from the hotel sturtl»g at 5: ~a5 p.nr. cr»d will proride sc~n~ice rnrtil 7:45 p. »t. The Saturday PRESERVATIQN RESOURCE GENTER a( NEW ORLEANS -- BOYD'S Ii>F;ST ADVICE: L>H.SSONS FItO!VI A NATIVC SON When away from home, New Urlcanians are often "axed" (asked) if they are from Brooklyn or New Jersey. New Orleans' curious port-city accent is called "Yat," derived from the local greeting "Where ya' at?" This term can also affectionately refer to someone who speaks Yat, as in "You silly of Yat!" A New Orleans wedding, funeral, baptism, family reunion occasion) often call, 1~r a "Second Line" parade, in which led by a jazz band, dance through the strccls, waving sipping cold beverages. ` Rcli~ion plays a large part of New Orleans' history and architecture. Though predominately Catholic; Protestantism, Judaism, Islam, and voodoo have all left their mark on New Orleans' rich culture. L>on't be swTrised to find people ..b willinf; to candidly discuss their laith. '_ M M~~. ~ Like art? '1'hc Ncw Orleans Museum ol~Art _~'-~~ is worth a side ±rip. And private gallerirs ~'~~. are everywhere. ~„ ~ ;- ~`~ ll~ you see ahorse-drawn cart selling Roman Candy, don't miss it! This traditional taffy treat is sure to satisfy. And pull out fillings! - Bvvd Maher page 12 (or any other participants, parasols and Sunday i~,ly,3 8 am - 12 pm Information Desk WORKING ROUNDTABLES 9 am - 10:30 am Developing a Materials Evaluation Methodology C:otnrnissions arc reiularly besic~ed by requests for substitute materials and find themselves groping in the dark to detcnnine suitability. "Phis roundtable will develop an evaluation methodology commissions can use to make consistent and defensib}e decisions. 9 am - 10:30 am Lessons Learned in Disaster Recovery Hurricanes, tornadoes, f res, floods, and earthquakes can have devastatin~7 effects on historic resources, and commissions pay a crucial role in recovery. Join veterans of nattu•al disasters to identify best practices commissions can follow after the storm. 9 am - 10:30 am Calling the Cops-Enforcement Every }Deal preservation commission has been through the heaz-tache of losing buildings because oC poor or no enforcement. Whai are the challenges`? What works? What doesn't? What is needed? 9 am - 10:30 am Dealing with Oddball Resources As awareness of the contribution of non-traditional resources brows, commissions are increasingly faced with finding ways to protect them. 'I'bis session continues the dialogue begun Ill the recent past roundtables at Forum 2006. 10:45 am - 11:30 am Closing Forum Gathering Reconvene for our final gathering to share our work, ideas, and cozlclusions; and to plan for local preservation's fitttrrc. POST-CONFERENCE TOURS page 13 MORN OI+' IiOYD'S BL+'ST ADVICE .own fonts Cajun cuisine. Ilowevcr, few tare Cajuns live in New chat you'll cat in New Orleans is actually Creole cuisine, with a creamy and tomato-based sauces than its roux-based bayou cousin. Think tr~~iee before ordering cra~i~fish in .July. The season for these succulent little crustaceans ends in late May or early June. Anything served after that was frozen, itnportecJ, or bosh. Ncw Orleans' favorite sandwich is the "po' bay": 6 inches of I•-tench bread (baguette) overflowing unth deli-style meats or fried seafood. (13oyc1 likes shrimps b::st.!) 'IO order :i` one with everything (lc;ttrrce, tornatocs, pickles, and mayo} asked to 'r, ~-•a have it "dressed." 1'v' bo s are hest cn'o ed with Ga s otato ;ls~ .`~. ~ chips and a cold Barq's root beer. Boyd recommends Mother's ,~ ~' at Poydras and Tchoupitoulas. Ncw (h•leans also loves its coffee. Skip the chain stare arrd head for Cafe du Monde. Order acafe-au-lait and some bcignets (french donuts). 13c sure to check your blood sugar. Cof~'ce isn't the only hretiv worth sampling. Abita and Dixie are popular local brands. d tv a burst of local flavor when ordering a hot clog Iiom a 'econunend this in New Orleans- The digestive disruption ar "I.uckv Doi" carts is legendary. Ever. ecture lolks ... As you walk around the French Quarter you'll probably u•chitecture more closely resembles that of Spain or Latin America than of re original settlement burned more than once under French conirvl. "1'he rlso controlled Louisiana for a time, are largely responsible for the historic current appearance. car from our conference hotel all the way to the end of St. Charles Avenue. yarded with sornc extraordinary architecture and local landmarks. kin' hot. And sticky. Can't help ya there Live jazz, blues, rock, hip-hop, zydeco, and even gospel are all around. 'This city breathes music. Yvu should have no trouble finding a venue that will cater to your auditory .preferences. Katrina ... every local has a story. Some are gaol and some arc bad. But mostly bad. Ask them to • share. If they've stayed, it's because it's worth it just to be a part. of this amazing city. ,.., r. :f 20th Cenhrry history? See the D-Day Museum. ~ i~.r" ~~ Ncw Oricans' second favorite sandwich is the ~. ` : __..i muffaletta: a huge foccacia roll slathered will: an olive salad and stu(~fed with sliced cheeses and deli rncats. A good nnrffaletta will provide lunch for two. "fhe original muffaletta recipe is still served at Central Grocery in the French :~-tarkct. The National Park Service has recently reopened portions of its facility at nearby Chalmette Battlefield where Andrew Jackson (with the help of Tennessee riflemen and local pirates) effectively ended the 11~ar of 1 ti 12 by routing a superior British force. Lovers of American history should make time to visit this site. Seriously ... don't pay more than a yuaner for Mardi Gras beads. Consider cheering for the Saints. Just this once. It builds character. - f3nrr! rLlutrer page 14 f~on't pay more than 25 cents for Mardi Gras beads. How to Get There By A.ir The C.ouis Armstrong New Orleans international Airport is served by many catTiers including Southwest, 1)clta. Continental, US Air, American, Northwest, united, and others. Rail Union Station on Loyola Avenue in downtown New ~ day. Visit wnnv.amlrak.con~r for more information. ;~'laza is available from Union Station. Our f'onrm 2008 host hotel and meeting venue will be the remarkable Astor Crowne Plaza hotel u1 the historic hri;nch Quarter, with rooms st<rrting at $95. The Astut• Crowne Plaza is the gateway hotel to New Orleans' most exciting destination- the world famous French Quartet: Located where L3ourhon Street meets Canal Street, The Astor Crowne Plaza allows for quick access to both the excitement ofBourbon Street and nearby downtown attractions of E Iarrah's Casino, Aduarium of The Americas, Rivettivalk Shopping Center, Mortal Convention Center, N.O. Sports Arena and the Sttperdome. Only ]6 miles from the I.,ouis Armstrong New Orleans International Airport, our Fonun home is easily reached by shuttle or i<rxi. Rooms have been reserved at ;pccial Forum 2008 rates starting at $95.00 per nitiht until June 12, so reserve yore- room today! Simply call the Astor Crowne Pl~va directly at 8Eib-750-202 arrd ask for the "NAPC Forum" rate to receive the discount. You can also reserve yor.rr room online at www. astornerau~rleatrxcom or at the NAPC.' VVeb site w~r~wu~ra.edtt/irapc. Simply click the Forum link to reach the reservation page. 1'leuse Nnte: The special FOTZ[llt 2U(h4 room rate re/)rCSeJt(s U slgltlfic~rnt filrrlncial coltunitnren~ bV f'~'.~-~'C: Please help keep .Fortun cost !ow Gy st~rt~in~,r at the ~4stor (.'r'OYt~it 1'((17.!1. page 15 For um Costs ~;arly Registration Register by May 30th to receive the discounted registration rate of $135 for NAPC members and $19U for non-NAPC members. You may join NAPC when you register and receive the member's discount. Purchase atwo-year membership for an additional discount. Registration after May 30th is $240. Confirmation letters will not Ge mailed .for registrutl'ons received after June 23rd. To Register Complete the attached registration form and return it with filll payment to NAPC, P.O. I3ox 1605, Athens, GA 30603. Payment may be made by check, money order, or credit card. Registrations will not be accepted over the telephone. Cancellations and Refunds Refunds will be posted approximately 30 days after Forum. Cancellations must be in writing. 100`% refund if postmarked by May 9th; 50% refund if postmarked between May 9th and June 23rd. No refunds for cancellations made after June 23rd A X35 processing fee will apply to all refunds. . Questions`I Call NAPC at 706-542-4731 or write to napc@Ilga.edu with questions. NAPC h'orum Student Scholarships provide financial assistance for graduate students in historic preservation or related fields to participate in the National Commission FOI'lnll. SChUlal'ShipS {nClude Wa1Ved registration and a stipend to defray travel and lodging expenses. Applications must be received before May S to be considered. Clectronic submission is prefel-red, but not required. Award notification will be made no later than May 30. Application information is available from the NAPC' Web site 1a~wx!u~a.eduhurpc or by calling 706-542-4731. Limited Mississippi Scholarships Available -The Mississippi Heritage Trust is pleased to offer a limited number of scholarships to cover registration costs to Fonun for preservation commission ltxelnbers in areas of the state that were affected by Hurricane Katrina. For more information and scholarship application forms please call the Mississippi Heritage "Trust office at 601-354-0200. NAP(: will present its first-ever Commission I?~cellertce Awards during the Ope~Iin; ~iutlle~-r~Ig to recognise and Honor outstanding efforts and achievements by local preservation commissions to protect landmarks and landluark di through legislation, education and advocacy. Spnnsnl e(1 by I he Ric/card II. Driehaus loundatiou. Kll'IIAKU !I. URIlIIAUS rein ~n~rrrn~ page 16 LVVO 1\1111 U.S. Departrrter '..y•.' F -i.:. F ,~;;; . ~ LOUISIANA ` r° ~ Yt [itV~1`~lOVOI~l~Sft7R1;'PRFSERVi '4' :~ I'-7. c:=,:'t;'.`-~-~ti :;~5"-0~T•-p~Eii.~~wT„if319S\\ ,; ,.: Photos in this pi•ngran! cnln-Iesy of Rnll;~e Areu C'onvcruion mld l~isitn Bureau, A-klille Pecs ~3 ~, . .N ./.. ~' .'I Y , 1 _. ~~ t ~,-~ ._ __ ~~~ , ,\ / ~~'`~ S KYhAR K Cc=~NSUI.TING censlon Par•!.t•h To:a'ist C'nnnnission, Baton euu, New Or•leuns C'nllveution ulr<1 I~isiulr,. »!, Silver Eagle l~i,etrihutink ,.._ ~~~~~ Registration Form FORUM 2008 .. r: _ ~ _ _ :.~.y:.:n:..~~r . t'~an>te on ~t~Idg~ _ _ . ° .-FLirst Last - ..,~ hirst name .................................Last name............................................................... Organization Address C,ity ......................................................State ............................ZIP ....................... Phone ...........................l=ax..............................E-mail ........................................... Size of City: ^ Les; than SO,C00 ^ 50,000 - 210,QOU ^ '50,000 - ;UOAQO ^ .100.000 Iama: ^ Cotnlnissrun rnelnher ~7 Commission Cliair O Com(ltission Staff LJ Otiter F.ekislratirl! /ornt continued nrt nc>rt puke page 1 7 l'Iru~r i«dhure~ tour chnier:e i,e rl,,• /rrr ri~lu iv,lunrrr, Early registration (Lefot•e liay 30) incluc/es «Il mceluiun s and nun-r k•keted ev ents. ~ ~~ nil ,-, Late Registration (after M11ay i0) .Irrin N:~PC and take adv:utta;;e rrf member discount! T;?~1t1.00 l tie:u 2 )ear !r.~h~:duais ar:J ee,outa;stom ua!i ~ bt.t!~et of IesS t)c?.•t.'~~CU '~ ?~-l~ll Ch0.00 '~ t r~nu•:l~sion. ~crtir .t hu~3yct of ~;(rU-~~,[;UU ~ KO Ull S I ~0 00 5 (_'u~mrua;ii>r,s ,tiai: e ht:il:;ct of nu~n• than $5.0(11) 1 fhutsda~ ,luly lll: Sl?0.0(1 ~:'.tii1Ul1 ti Special I'rNCOnference Tours! ('mimes vary) # of ti ckets N~~~ l,r!c:u15 (h~crvicty ~lunr i~rida~ Julti II: ('uncurrent ~~ti~itirs ~; i11.U(i x Workshops ("Times vary) t..ant\%,'nt:nt;Wurkslwlt;in~n,.6~,,... ,.,., ~?`-00 , _ (•r~n lli!I;iti:01'. Jb(ul r•(,lll ti~_ '.. ..,n,.,_, ,, ...; :f f. ,. i,i ~ 'rl !1!; ~ - C .,.flllti~'~li'll ~ '.l-i -r ~,, 1. '. 111'. ,,,~~, ~ „~~: r. ~, ,.. -. i; - Niobile Workshops (Times vary) , ~• .:1~':~r. i'l ~:~ervation :~~tuhi;e 1~C;,.k>f:,,h $ 1(1 'lu ~ Hv11' (rr~~s ~:r~h.le ~1'l.,rk.,huh i; ;II rill • Nc•t~ (lrlcara Ibaurv and Rc~~nrry Iv4obilc ~V,nl..'n,~ ~ in.rlt ~ li;rti,n F':,u~r '~i~.~hll:: A':ork,,h~,lt -~i~ iifi Walking Tours (Times vary) (~:u;!rr:l)isUtct fiu~+'\k:rlk:n: Tour ~ 311.r,i~ _ Opening Reception Additiusol Tickets AUDI flt)\:~L tulct~ liu Ic~ce,n:~~; (1 ticket included ~ti~ith rc,,;iaratiun) ~aturdav Jule 12: ~ ',u.,)n Luncheon (l2 pm - 1:30 pot) Reception (G pm - 7:30 pm) ~~~iuitl,l•;~ Rerel-r,,~ Sunday .lull 13 - . Walking Tours (12:30 pm - 1:30 pm} I-rcn~h r lli.ul~.~l P..:I;1 ;,, l,..ur ~a~ ~•I,lat t'tl Yle•rr"• ,nuke cheeks prtpuG/e ru::`'. IY(' (tle also «ecepr urunrt' urde,:~, I,rurhrrsr urdc•rs, « r,cl rvrdu e«rrls-src hclun) ti, Credit Card Pavnlent: Name on Card t~ Visa J IvlatitcrCard Card Number l ah :):rte Sign:ttute 11-lail (u: tiational ~Iliance o!~ Preservation Commissions, P.O, R(Ix I G05, Athens (;,~ 3(?6113 Tel: (7(!b) 542-4731 fax: (7U6) 583-1)3?Q ~ N o ~ n ~ to C b ~ c'+ O a' ~ -mss C C -~i ~ ^ <. N ~ t'G~^.ns o~ ~ ~ ~~< ov ^ ~ o N '/yC" 7 C ~-h .... 7 Z a 'JD (n D N O ~ ~ ~ d~ r~ y P~ PRESERVATION AND SUSTAINABILITY Current Planning Issues Planners will face many situations where sustainability and historic pres- ervation principles need to be addressed together. This means that they will need to broaden the discussion about how historic buildings, ener- gy conservation technologies and sustainable development combine to achieve community goals. sustainability strategies should: 1. Acknowledge the embodied energy in historic buildings. 2. Promote the inherent energy efficiency of operating historic buildings. 3. Include sustainability principles in preservation design review guide- lines while maintaining the integrity of historic resources. sustainability through "green" building has recently returned to the preservation agenda. Much de- bate now centers upon how build- ing design, products and technolo- gy can enhance energy efficiency, reduce COZ emissions and pollu- tion and slow the growth of glob- al warming. With recent interest in planning for new development that is resource conserving, and in retrofitting existing buildings to be more efficient, the preservation community is experiencing new pressures to "go green". This pres- ents questions for planners about how historic buildings fit into the sustainability movement, and how to address specific design ques- tions related to historic buildings and energy conservation. holistic sustainability policy. sus- tainability isessentially about stew- ardship. This is more than just en- vironmental protection, it includes cultural, social and economic sus- tainability. How are historic structures sustainable? Traditional buildings playa signifi- cant role in sustainability, which in- cludes: • Preserving cultural heritage as social sustainability • Embodied energy in existing construction • Durable materials and building design • Energy efficiency and green design advantages Local sustainable development policies should encourage preser- vation of older buildings, and rec- ognize that they are very efficient. While historic structures repre- sent our investment in our culture and economy, they also hold ener- gy used in their construction and management. This 'embodied en- ergy' is a central principle in any Cultural sustainability The cultural values associated with stewardship of our historic resourc- es and social history are central to the concept of sustainability. Main- taining traditional neighborhoods and historic downtowns contrib- utes to the social sustainability of economies and cultures. This Working Paper was prepared for the APA Workshop, "Emerging Trends in Historic Preservation" at the National Planning Conference, Las Vegas, April, 2008 By: Nore Winter, Carl Leith and Mary Phillips For More Information: Winter & Company 1265 Yellow Pine Avenue Boulder, CO 80304 303.440.8445 www.winterandcompany.net Documenting Energy Con- servation in Historic Preser- vation 1979, the President's Advisory Council orr Historic Preservation published an extensive analysis of the energy conservation ben- efits inherent in historic buildings. Titled, "Assessing the Energy Con- servation Benefits of Historic Pres- ervation: Methods and Examples;' the paper documented the energy required to construct a building and translated it into an equivalent of barrels of oil. While some of the data may be out of date, this study remains an important foundation for understanding the relationship of established buildings to sustain- ability. For more information see: ACHP.gov Winter & Company • 2008 Preservation is an act of recycling, re- ducing and reusing, which are funda- mentalprinciples of sustainability. ~~~a rpplicacbn Excorior appiiceuon same sasn Storm window retrofit illustration from Preservation Guidelines for Aspen, Colo- rado Energy Efficiency and Green Design Traditional buildings were often constructed using green building principles. This is especially true for structures built prior to modern climate control systems. Historic buildings show an array of energy efficient design techniques. These include: Materials • Historic materials are often more durable and have long life cycles. • Materials used were non-tox- ic (excepting more recent ad- ditions). • Materials were often locally harvested (low transportation and maintenance costs}. Management • Older buildings are often more adaptable to new uses, ex- tending their lifetime of ser- vice. • Buildings were designed with local climate in mind, with systems that can respond to changing temperatures. • User-controled day-lighting and climate control system ef- ficiency. (Buildings were de- signed for natural ventilation and day-lighting}. Energy efficiency. (A Depart- ment of Energy (DOE) study of commercial building ener- gy usage shows that buildings built prior to 1920 are, on av- erage, as efficient as buildings built after 2000). Embodied Energy The embodied energy of a histor- ic structure is the irrecoverable en- ergy which has already been ex- pended in bringing the structure to the condition it currently exists in. This includes the energy used in its construction and the energy that went into the extraction, pro- cessing, manufacture and trans- portation of all the building com- ponents and materials. The other part of an existing structure's em- bodiedenergy is its "recurring" em- bodied energy: that used in its re- pair and maintenance. Embodied energy is part of the en- tirelife cycle costs of a building, the environmental footprint of its con- struction and the actions to main- tain and extend it during its life. If a building is demolished this em- bodied energy is lost, aside from some limited recycling of materi- als that may be possible. It cannot be converted to fuel a car, for ex- ample. The demolition of a historic struc- ture will discard this energy invest- ment. It will also cause construc- tion waste to build up in landfills and expend energy to do so. Because preservation minimizes the use of resources and saves both new energy and embodied energy, it can yield a smaller en- vironmental footprint and has a smaller impact on global warming. sustainability and Historic Preservation Examples of sensitive retrofit solutions should be included in design review guidelines for historic districts. These compatible storm windows are illustrat- ed in design guidelines forTelluride,Col- ora do. PRESERVATION AND SUSTAINABLE TECHNOLOGIES Compatible and Complementary Energy efficiency technologies, both passive and active, now command much attention and have considerable potential to reduce our environ- mental footprint. Many of these are easily adapted to historic structures, while also preserving their integrity. Three Technology Principles: There are three key principles to incorporate in public policy related to historic resources and sustainability: 1. Think holistically. Single issue definitions do not represent sustainable solutions. Don't sim- ply rely on "high tech" products. Ask what goes into their manufacture - energy consumption, mining waste, original and waste toxicity and their disposal. Where are the materials manufactured and what are the asso- ciated transport costs? How cost effective are they? 2. Use technology creatively. Retrofit historic buildings with sustainability technologies that will maxi- mize the efficiency of existing systems while also extending the life of the structures. 3. Seek common design solutions. Sustainability solutions can be designed to respect the integrity of histor- ic resources and community guidelines should reflect these shared ob- jectives. Development codes and design guidelines should promote this approach. Value Historic Materials Some preservationists dealing with recent past resources even wor- ry that we are now coping with the failure of so many building "mira- cle" products and materials from the recent past. Industrial synthet- ic products may not be what they seem, may not have been tested beyond what is necessary for ini- tial marketability, and may be in- herently flawed. This is aside from the energy required and the waste generated in their production and transportation. These same con- cerns extend to new building prod- ucts as well. Traditional materials are dura- ble and generally are more en- ergy efficient than the replace- ment alternatives for roof, waif and window materials. Lighter industrial products frequently require significant secondary insulation systems. The inherent properties of ex- isting building materials may be more energy efficient than additional insulation, e.g. ther- mal mass and insulation char- acteristics of traditional dura- ble materials such as brick, stone and wood. The National Trust's Sustain- ability Initiative The National Trust for Historic Preservation has long recognized the connection between historic resources and energy conserva- tion. It first began drawing atten- tion to this link in the 1970s, and more recently has expanded its ef- forts into a broader Sustainabi-ity Initiative. As they say:"The green- est building is the one that is al- ready built" Its web site is a good source for up-to-date research. For more information: preservationna- tion,org Winter & Company • 2008 Very Ilrtle energy Is lost through a pane i of glass. I This part of the window, where most kakagc oaurs, thould tie scaled to conserve er•ergy. Ihnu Ines, n/eur{Qy Ih.ouF7, rlrf NgFl[ ItlrH ~A`1013 ~ouru! Hr fLr Design guidelines for preservation in Du- rango, Colorado, were adopted in 1995 that included information about the dy- namics of energy loss related to window assemblies. Planners should promote such educational materials in guidance documents. Manage the Building Efficiently Energy management involves effi- cient conservation, collection, cir- culation, and generation. These can often be achieved with min- imal impact upon a historic build- ing or district. Methods employed may be passive, low technology approaches as well as high tech- nology solutions. Traditional buildings have a range of characteristics that can be used to an energy efficient advantage. • Traditional buildings make maximum use of light, air and natural ventilation, without reli- ance upon mechanical means. Thermal conditioning features such as blinds, awnings and shutters provide efficient man- agement systems. • Opening windows, for exam- ple, to circulate air promotes heating and cooling through- out the day. Retrofit Respectfully • Add insulation to enhance the energy efficiency of floors, walls, roofs and attic spaces. • Be aware of the health and air circulation implications of 'air- tight' buildings. • Many other simple conserva- tion measures, such as replac- ing existing light bulbs with more energy efficient ones, can be used in historic build- ings as well. Install ground source heat pumps. Install internal fans and porch fans for climate conditioning. Install skylights on less signifi- cant surfaces to provide natu- ral light. Evaporative cooling systems, including "swamp coolers", are often easy to retrofit. Fine Tune Windows • Heat loss is almost entirely through air circulation around the framing rather than through the glass. It can be virtual- ly eliminated through improv- ing the draft seals around the glazing framework. • Add storm windows, which can be installed internally with- out damage to original fabric, while maintaining external ap- pearance. Storm window addi- tions are much more efficient in thermal and also sound in- sulation than double- or tri- ple-glazed replacements, at a small proportion of the cost. Storm windows maintain ar- chitectural integrity. Early wood frames are a much more durable material than manufactured or synthetic al- ternatives and avoid the asso- ciated pollution issues. There is little information on the performance of new win- dows. There is less experi- ence of their lack of durabil- ity and built in obsolescence. Many may also have a tox- ic nature to their manufacture and disposal. It is less labor intensive for a contractor to replace windows than to repair a distinctly supe- riororiginal, which can encour- age them to promote replace- ment rather than repair. Sustainability and Historic Preservation Landscape for Sustainability • Planting trees and shrubs to provide wind and rain protec- tion as well as solar shade re- duces the energy demands for heating and cooling. This is also a carbon off-setting mea- sure. • Historic landscapes often have these energy management principles. Energy Distribution and Generation Measures in use with success in- clude the following: • Under-floor radiant systems. • Heat recovery systems that collect ambient heat. • Biomass-based energy. • Wind turbines sited where they do not adversely affect the ap- pearance and character of the historic resource. • Solar panels can be posi- tioned to minimize the impact upon the building and its set- ting, ideally separate from the historic building, or positioned unobtrusively on a secondary building or roof. • Micro hydro-electric turbines may also provide an option in certain cases. "Clients, architects and planners should try to ensure that pre-war and pre-1900 buildings should be conserved and retained in use... not only for their historic, aesthetic and cultural importance and embed- dedenergy, but also for continuing energy conservation" - Energy Study for the Ministry of Justice in the United Kingdom. Jon Wallsgrove. Context 103. IHBC. March 200$. Winter & Company • 2008 "Sustainability (building green) and historic preservation are a natural marriage, so long as one remains mindful that Sustainability is notjust about energy conservation. Pres- ervation and Sustainability involve myriad elements that can work in symbiotic and synchronized ways toward a favorable outcome. For ex- ample,preservation work is more Ta- bor- than material-intensive, which benefits local economies; natural ventilation afforded via operable windows can reduce the size of me- chanical equipment, especially of air-conditioning; and salvaging his- toric materials, such as wood sash, obviates the need to harvest live trees and other natural resources for the manufacture of replacement units:' - Walter Sedovic and Jill H. Gotthelf "Historic preservation can -and should - be an important compo- nent of any effort to promote sus- tainable development. The con- servation and improvement of our existing built resources, including re-use of historic and older build- ings,greening the existing building stock, and reinvestment in older and historic communities, is crucial to combating climate change." -National Trust for Historic Preser- vation PRESERVATION REGULATIONS AND SUSTAINABILITY Incorpora#ing Sustainability in Preservation Standards and Guidelines Incorporating "green" building requirements into zoning and building codes is now prevalent nationwide and abroad. These are usually de- fined individually for commercial and larger scale development and for smaller scale residential. An alternative track is usually provided for his- toric buildings. Whereas prescriptive requirements may provide an effec- tive avenue for improvement in new construction and major renovation of existing buildings, they may be less suited to the individual circumstanc- es of the rehabilitation and repair of individual traditional buildings. These are key regulatory elements: • Building energy codes • Codifying green buildings • Sustainability and design guidelines Building Energy Codes Energy consumption in buildings accounts for approximately one- third of all the energy used in the United States and two thirds of the total electricity demand. Energy codes should acknowledge ways in which historic buildings can be efficient. Conservation benefits can be mea- sured in environmental and eco- nomic terms. The focus on new construction and major renova- tion means that the requirements are technology and product driven. This has at least two major influ- ences: • Energy efficiency is defined as a "replacement" or "pull down and start again" exer- cise. Where insufficient histor- ic standards, guidance or ex- pertise is available this can also be the case in local gov- ernment. • The "replacement" concept then automatically translates as the first thing to consider, ir- respective of the age or histor- ical importance of the building. In this context a prescriptive standard, based upon values established for new products and construction methods, may have very limited applica- bility and much destructive po- tential. Enhancing standards for energy efficiency is a major step, and this should address existing building stock in practical ways. Codifying Green Buildings The United States Green Build- ing Council LEED system has be- come the primary yardstick used to measure "green" construction. As such it is changing the thought patterns of much of the develop- ment and building industry and achieving considerable success in improving energy efficient building standards. It is important that plan- ners take care that historic build- ings are properly credited in such systems. • The LEED approach is a point- based certification and award system, primarily dealing with new construction and major renovation. As such it is new technology and product sales driven. Sustainability and Historic Preservation In its current form the LEER system does not include the need to retain an existing building as "the" or "a" prima- ry concern. Existing buildings receive more points if their materials are recycled than they would if the building remained intact. A maximum of three points is awarded for maintaining the existing building elements in the current system, two of which come from retaining the building shell. The system does not recog- nize the concept of embodied energy in existing buildings. The system does not account for projection life cycle analy- sis and costs. There is consequently no com- parison drawn between the qualities of existing materials and construction and the alter- native of replacement and re- building. In its current definition, the LEED system would support gutting the interior of an histor- ic building in pursuit of points. The system is still evolving and improving from its rela- tively narrow bass. Much can be learned from al- ternative systems in Canada, Australia, the UK and Europe. (See Bibliography) Since the efficient use and re- use of resources is the ba- sis of sustainability, the LEED system should take the reten- tion of the existing building as its baseline. sustainability and Design Guidelines Design guidelines for historic pres- ervation should include ways in which sustainability can be ad- dressed while also preserving in- tegrity as historic resources. Re- laxing standards is not necessary if common solutions are sought. Preservation guidelines should embrace these principles: 1. Retrofits with new technologies can occur, with sensitive design and placement. This includes insu- lation, window improvements, and solar collectors. 2. Making best use of the existing building's inherent efficiency fea- tures should occur first. This in- cludes management with integral heating and cooling devices. 3. Maintaining building compo- nents in good condition helps pre- serve embodied energy, as well as retaining the integrity of a proper- ty. 4. Historic landscape concepts of- ten complement energy conserva- tion and should be maintained as well. "In the city of Boulder, green build- ing practices provide a response to challenging issues like managing population growth and housing trends, addressing energy and cli- mate change, protecting natural re- sources, promoting good indoor air quality,preserving historic buildings and neighborhoods, and educating members of the community about sustainable construction.' - Green Building and Green Points Guideline Booklet, City of Boulder, 7.008 Note that revised LEED ratings are an- ticipated in the future that will provide more consideration for historic buildings. Planners should be aware that these new standards may be forthcoming. ^.,:a ~~ s~x~.co~si~vnn~ ~° ~,..,~aA„m,.~,~,;<„<<.~.n~rxm.win~<,;m.e<. n,<r~,m,ot e<aa rc,4 ~~ dac cwt of fm t6,g c,r. be lesaated th<wgh good dea`+yn Mot hYae ~ /~ Into ar:<runt energy ~.euervatia, n,auwea and alternative em,rtae of ~I e w gy. Additlonal in/onullw, e.~+d ruggstiuv ran be f~xuW in the _ Appetyii. m Uue document ' rt ~~ , t_ _ w.-- ~. -~ - - _ aged. ~ I 9. 'ihe use of energy tonsetvatlon methods b enrou>ti - Y..- ~~ = e TecMlqum iucd mua be campst~ie with siehatoriccac aEtl.e J .. - lawn b. Solar <ollecrbn devion ahm,N not alnr abnp4 loaf lin„ _- aaa,a+tren~<.:~,.rM *.i,ora. a,u.~ndr~Ctw e>,a v+a~'+a ~, e„~,~ ,~,,,e w;~* 7 r _ "'-,,,qa t0. Miniadse tht visual impute of solu cnlledon and sicylighfs. s Sulu mllurtveand skytighd d,nuld be paral{d wiM Meatq]aof dr: roof. b I.Imit thr size of alyllghb and Me es+amt of roar gtna c 4ocele theot awey Ixem the strezt [cads w}ra fewLl~ d t)~bte elylighb ax mnyy,opriaer. 11. Miaimtu tht visual impaAe of eapacteFve ateae of ghee that may be aasocialed rrith sun spies a. h+Crwbal BUttr, Me anwamtd g3asst~,ied fvreotu gm+iaiae Man same people may ennm~e It 6 loporLnt to h,[low the guldelir,e !or eo141 m vdA aatio. Sae also gvidd}ae lYt. b [?alga ferawatim patbnr to bt ermi3ar to these d eradulona! windows Uee sa,alle gtu pane, in !na», ndher dtut a tarps place of Design guidelines for preservation ~ ~ d Lrge eaparm of Bla+a are iratpprap,;ate. «rspt on fast ttoa in Crested Butte, Colorado, address .tar~a,d me ®,an.,ruaa a. am.pa~ rlwald cwt atra a<cLa<a<aR d placement of skylight and solar col- ,nhwrnlea,ddtng. lectors. ' Glee siw,dd as `oacn"t !a e,e edge ar ` waLL Comm d tn,ildingn should be aotid tnatar;ata, roc gfas. Winter & Company • 2008 Neighborhood Character: A Preservation Issue ABOUT THIS PAPER Addressing Mass & Scale is a fun- damental issue related to demoli- tion, additions and new construc- tion in historic neighborhoods. Today, planners must understand how underlying zoning regula- bons support or hinder preserva- tion objectives. This paper summa- rizes abasic approach for manag- ing neighborhood character,which can be applied to historic districts as well as other older, traditional neighborhoods. For More Information: Older established neighborhoods throughout America have been sleeping giants that have now awakened. To some it is a night- mare. To others it is an exciting op- portunity. Perhaps as much as a decade ago, residents began to notice that something was happening to the character of these places that they called home. After many years of apparent stability, change was oc- curring. Original cottages and bun- galows were torn down, and were replaced with larger structures that were out of scale. Alarms went off. At first, neighbor- hood associations responded by trying to get historic districts estab- lished. This designation provided a detailed set of design guidelines and a process of review that could consider mass and scale as well as architectural character. In some cases, the city also offered an al- ternative "conservation district," which focused more on block char- acter and less on preservation of the details of individual buildings. While these are useful tools, they may not be practical for all situa- tions, more may be needed to sup- port apreservation approach. Design review systems, such as historic districts, require substan- tial manpower to administer both in terms of staff and volunteer commissions. In addition, applying the historic district approach may go beyond the neighborhood's goals. And, even when these sys- tems are in place, there is a linger- ing conflict with underlying zon- ing provisions. For example, while the traditional height of buildings in a neighborhood may be one sto- ry and design guidelines call for compatibility, the base zoning of- ten permits a structure of thirty-five feet, well in excess of a single sto- ry. This sets up an expectation that may be contrary to the guidelines. Winter & Company 1265 Yellow Pine Avenue Boulder, CO 80304 303.440.8445 www.winterandcompany.net Combined Height Limits, Durango, Colorado: Ridge Height Durango Height Elevation Standards New standards for neighborhoods in Durango limit wall height at the side yard set- back. Winter 8. Company _,` T _ w~V.'. I ~ -, ~" `_ Plate Height limits Diagram In Carmel, California, revised height stan- dards established a lower mass on the front of the lot to maintain traditional scale, REAR ~. ~.. I UY~1.: 07' '. ' SiL~[ j A FRONT Durango Ridge Offset A new context-based zoning designa- lion in Durango establishes a maximum length for wall and roof planes. This di- vides the overall mass into "modules" that reflect traditional building sizes. How did this conflict arise? Basic dimensional standards were set forth in most zoning ordinanc- es, which originally dated from the 1930s and often were revised in the 1950s. In most cases, this lim- ited the size of a building by es- tablishing minimum setbacks from the property tines and an overall maximum height limit. These pre- scriptive standards were intend- ed to provide adequate separation of buildings for hea-th and safety reasons, but at the same time they established an overall "theoreti- cal building envelope" within which one could develop. For most peo- ple, this envelope went unrecog- nized. Early on, residents seldom con- structed houses to that maximum envelope. A smaller home was sufficient, either by taste, budget or tradition. As a result, residents considered their neighborhoods to be "complete." While renova- tions and small additions might oc- cur, the area was, by and large, thought to be "finished" in terms of the overall number of buildings and their mass. Today, these older neighborhoods are hot spots of investment for ex- isting owners who seek to expand their homes and for developers and new buyers. in some cases, additional pressure comes from zoning that permits higher densi- ties as well. Even though density itself does not necessarily mean that a new building will be larger than those seen traditionally, the two factors (mass and density) can be linked in a dynamic that results in larger structures. While many people seek to tame this trend, there are two sides to the question. Even though "neigh- borhood protection" is a strong motivator, some planners argue that cities should go through cy- cles of investment, which keeps them vibrant and healthy. The in- flux of new owners helps support community schools and servic- es, improves property values and can enhance the efficiency of pub- lic transit. One resident has described ii as viewing building from the "two sides of a fence" that runs along a property line. If you are the own- er of the property, the ability to ex- pand or to sell and realize a profit is important. If you are the adjoin- ing neighbor experiencing a mas- sive new building, and a toss of sun and privacy, your perspective is different. Both viewpoints must be acknowledged. Neighborhood Conservation Takes a Turn Terrell tiills,Texas, Bulk Plane Modeling: A computer model compares a proposed maximum building envelope (transparent form) with a potential new building using draft revisions to the code. What can be done? These are some steps that com- munities are taking: Adjust the underlying zoning A key step is to fine-tune the basic prescriptive standards in the zon- ing ordinance to be more context- sensitive. Some basic calibrations are: Adjust the maximum building height. In some cases, reducing the over- all height limit may be needed; in other cases, reducing the height along sensitive edges may be more important. (See below). Define different height limits based on the position on a lot. Setting a lower wall height limit at the minimum side yard setback line, for example, can help reduce impacts on neighbors, without necessarily limiting overa-I build- ing height. Different systems may limit the front wall height, or that along side lot lines. Some address the rear lot. Set a limit on rva/l length. For example, establish a maximum front wall plane length that reflects the traditional width of buildings along the street. While the over- all width of a new building may be permitted to be greater, the front portion will appear to be in scale with the context. Establish a floor area ratio. This sets a relationship of the max- imum building area to the size of the lot, with the idea that these should be in proportion. Revise bui/ding sel-back provision. In some cases, existing codes may prevent one from constructing a new house in line with neighbor- ing structures, because the front yard setback minimum is greater than the traditional development pattern. Describe the existing context in objective terms In order to develop standards that are more context-sensitive, the existing character must be doc- umented. This may include de- scriptions of basic framework fea- tures, such as the configuration of blocks, streets and alleys, as well as specific patterns of building ar- rangement, setbacks, mass and scale. Looking for patterns of con- sistency is a key part of this analy- sis, but defining the range of diver- sity is important as well. This may help to identify the range of "toler- ance" that may exist for accommo- dating change. It is also important to match this analysis of context with other community planning goals related to livability, growth and economic health. Illustrate the potential effects of revised standards. The numbers placed into a code can yield unexpected results. The best way to predict the potential outcome and test to see that the changes will yield a compatible so- lution is to generate three-dimen- sional representations, or "mod- els," of alternative standards. This helps the community shape policy in an informed manner. Computer imagery is particularly easy to ap- ply to this task today. Existing Context Computer models for Atlan- tic Beach, Florida, show the established neighborhood context. This served as a base for testing alternative regulations. Existing Regulations The computer models show the potential cumulative impact of new building that could reach the maximum potential building enve- lope. One earlier traditional house remains in the image for comparison. Proposed Regulations A computer mode! illus- trates the potential char- acter of a new infill build- ing designed to meet pro- posed standards. Winter & Cornpany Modeling Potential Development Scenarios: Provide options for discretion- ary review. Changes to existing zoning stan- dards should address many is- sues, and keep the system sim- ple to administer, but in some situations a more discretionary ap- proach may be needed. When an owner seeks to execute a design that doesn't quite fit the mold but could still be compatible, they may wish to have an option for using al- ternative standards, or even enter into a design review process us- ing guidelines. In other cases, the city may wish to modify a regula- tion to respond to an unusual site condition. These "alternative com- pliance" methods can provide flex- ibility in a system that otherwise is prescriptive. They should be de- signed, however, to be used only as needed, such that the overall system is efficient, fair and predict- able. This may be built into the ba- sic zoning as an alternative track, or it may be enabled through an overlay, the way historic district designation typically is. Where is this going? With current trends, we will see planning tools becoming more context sensitive, responding to traditional development patterns. At the same time, residents will also recognize that neighborhoods are not frozen, and that change can be sculpted to respect context and even can be beneficial. These refinements will come with exten- sive debate, and it is important to provide a forum for reasoned dis- cussion in which all viewpoints can be heard. The stakes are high. The character of our neigh- borhoods and the success of our cities will be greatly influenced by this movement. It is important that we all work to craft creative solu- tions that will enhance livability in all of its aspects and maintain the character that we value. Testing "Sculpting"Standards, Denver, Colorado: Testing Compatibility of New Construction: Denver, Colorado: A series of bird's eye and street level study models tests how different sculpting requirements, such as stepping down a building form, oradding aone-story porch, can help to address compatibility considerations in an established neighborhood. Neighborhood Conservation Takes a Turn Defining Neighborhood Development Patterns, Denver CO Lo- FEATURES for S¢e. 3579g'dY tA5' for SNML D OBE urKtr- LONG, NARROW, F`F'RP 105}RI:~F~T Lor Wonr NARRCW, WITH SOME E%CEP110NS Lo> CrnenN.e: SUBS 8 GREATER BVtgrp Onz~urgr,: GEN W'.iN LOT B~,n!wr. P,wyNn. FORWARD P,muen.Att[sv.ewaw: GEN REAR ACCESS [rrrucr at nIF $NAPS,gr ARFw • AtRw. PROrxRnrw (LtFrJ Exrrucr of N,r SNnvrror APB - 8vaowe Pc,lce.~Nr Duc,uM (R.~cRr) BUILDING PLACEMENT iloN Ssl6ock• 2p' Snr sF~.: 5' . Rrw Slre•oc N' ~ ~ - ,. ..rte. -,~:~ynr sa r-yi.-ni i.. cis.. v,. v,..x'Y -.. , - m Nne'~.,i~r-d , r, ~+. Q.. ~L IYNG FORE. Pla:e HephL t5'•22' Rool R4gC Ileghl 25'-3ri Ro'd r:,nn~ FRONT GA(iLL, SOME HIP miry !p~~a~: o-... a..-c.,~...,1. CUNS!STENT FRONT POKCH • inr' Sp~l`r~ney r'N'~rY,w i r~erlm A '.Sf. 7U SUYG PesnsPdfar. y A montage of maps and context photographs helps to illustrate typical development patterns in one type of neighborhood in Den- ver.Thisinformation ishelping the city craft new zoning standards that are tailored to differing contexts. Alternative Infill - Model D In a survey of residents of Chevy Chase Village, Maryland, more than 40% of the property owners responded.Of those, AiOA£LQ s,w~v.e.~rr.:-.,<.err. rt ~.re~n.a 75%stated that relating to the existi ng context was"very im- rru.e.wrr eaddiwe ~erYa-le.Jyekrl:.y lie eea e~. lealviul~e eo.,.rlYi7dUe xrr.aA1 portant"to maintaining community character. wl M1ea~ro~WE«rt Rra~~Ye il•.ij'ro. TadrW lohlYeet ^ Ccq~e~k ^ CarldYr ^ Carle ^ lo~+*+c~t ^ sco..~. cn~.tiwr ^ b~.r co~.eWe ^ Noe Coa~k ' ^ lip Coryrik : ^ Nor Co~.flle i ~ryr i fYrT VYfT ! i Aereor c,,rR.c Winter & Company SN0.r~uml APFP - 9VRRrNC; Pe.e<:FUFNI UI~^.[!AM Illustrating Existing Development Regulations: ..,i`, The Potential Building Envelope, as de- termined by height limit and setbacks Floor Area that is exempt from FAR regu- Floor Area that is considered"Occupied" lations Three simple computer models illustrate the nuances of the existing development code in Winnetka, Illinois Modeling Potential Impacts of New Development Standards, Galveston,Texas: r ~_ - 1 (J r ~iis'tonc neighk~o~io~ti'gd9R'~, '~ f KEY STANDARDS • larger buildings are oriented to minimize shading of neighborhood. • A transitional edge has a lower height limit. • View corridors are maintained. • Building massing is articulated to reflect traditional building modules. • Parking is internal and screened. • Street edges are active. Proposed new standards for Seawall Boulevard in Galveston,lexas include principles for respecting sensitive neighborhood edges. This sketch illustrates the potential cumulative impact of development as it abuts historic neighborhoods. Neighborhood Conservation Takes a Turn The Recent Past in Local Preservation Programs A NEW APPROACH OR BUSINESS AS usuA~? This Working Paper was prepared for the APA Workshop, "Emerging Trends in Historic Preservation" at the National Planning Conference, Las Vegas, April, 2008 by Nore Win- ter. For More Information: Many communities are now considering how to treat properties of the winter&Company "Recent Past," those buildings that represent post-World War ll develop- t 2b5 Yellow Pine Avenue ment in America that now may have historic significance. A substantial Boulder,COSO3oa number of buildings, sites and neighborhoods are in this group. These 3o3.aao.saas include residential suburbs, as well as mid-century commercial strips, www.winterandcompany.net thematic "Googie" buildings and early Modernist designs. There is sub- stantial debate about the significance of these properties and how they should be treated. If traditional preservation theory is applied and these properties are des- ignated as historic landmarks and districts, will the public understand? And what does designation mean in terms of how alterations may be per- mitted? Can planning departments even handle the administrative re- quirements of this expanded historic resource inventory? Finally, should the same standards for treatment used for earlier resources be applied to these newer types? These are some of the questions that planners face today as they re- spond to public interest in the thousands of properties that are now reach- ing 50 years of age, and even other buildings that are not so old but that may be considered historically significant? 1. The term "Recent Past" includes a wide range of property types and contexts. Aone-size-fits all approach may not be viable because of this diversity. 2. There are many advocates for the Recent Past. This expands the range of viewpoints about how to deal with these resources. Planners must include these groups in the preservation planning process. 3. The focus has been on gaining recognition for these resources. Now the discussion needs to expand to the way in which these properties are managed, This includes how they are designated and how design re- view is handfed. There is much less debate about how to treat them once their are designated. Planners will face this issue in updating their pres- ervation policies as listing of resources increases. Winter & Company Note that this paper focuses on buildings of the Recent Past.There are landscapes and other types of structures that also may have sig- nificance, and some of the ideas discussed here may apply to them as well, but these property types merit a different discussion. Recent Past Resources in As- pen, Colorado: To many people, Aspen is known for its Victorian era buildings, especially down- town. But the city has also been an avid advocate for modern designs. The con- tinuum of design thinking is a part of the city's heritage. Other lodges of the 1960s expressed a different approach to western resort ar- chitecture. Many other buildings in Aspen reflect contemporary design approaches of a range of noted architects. INTRODUCTION TO THE RECENT PAST What is "The Recent Past?" The term "Recent Past" is used by some in the preservation profes- sion as a general category to de- scribe properties that date from af- ter World War II and even more recently. In part, it helps to convey a concept that these properties are considered to be different from earlier properties that we normally consider historically significant. The Recent Past includes: Properties that recently have be- come 50 years old and are there- fore eligible for consideration for historic significance using conven- tional criteria. Properties that are even younger than 50 years that may also be eli- gible, using more specialized crite- ria for determining significance. What we consider to be the Re- cent Past is ever-changing as time moves on. A few decades ago, some preservationists were argu- ing that early roadside architecture should be recognized. But we now are in agreement that, as Ches- ter H. Llebs, Professor Emeritus of History, University of Vermont notes: "Today the preservation of 1930s and 40s shop fronts, historic signs, and especially highly iconic examples of roadside architecture has become a mainstream activi- ty." Now, the Recent Past usually means newer, post-war buildings. What types of proper- ties are included in the Recent Past? There are several ways that pres- ervationists classify Recent Past resources. Some organize them by use. Others organize by a com- bination of styles and materials; still others by themes. These are some of the major categories: • Post War II Subdivisions • Googie Highway Strip Commercial • Modernist Commercial buildings • Public facilities • Custom-designed homes Bavarian inspirations were reflected in early ski resort architecture. Bavarian commercial building being al- tered inOctober, 2006. Preserving the Recent Past IDENTIFYING RECENT PAST RESOURCES How do preservation- ists identify Recent Past Resources? As with older resources, Recent Past properties must have histor- icsignificance. What is significant about Recent Past re- sources? Properties may be significant be- cause: • They represent the emergence of an automobile- oriented society. • They represent the way of life in America during a period of significant growth and change. • They represent key movements in architectural design, such as Modernism and the international Style. • They represent experiments in new materials, building technologies and manufacturing processes. • They represent Important events in history. Is determining signifi- cance for Recent Past resources different from traditional ones? Yes and no. Some preservation- ists argue that these resources are part of a continuum and should be evaluated using the same crite- ria as earlier property types. They also maintain that they should be listed in a similar manner. There is, however, acounter-ar- gument afoot. Others contend that there are too many of these re- sources, and that the public will not understand, or support, the desig- nation of vast numbers of these re- source types. This raises a ques- tion about the connection between designation and protection. Should Recent Past Resources be held to a higher standard for listing? Some argue that because there are so many properties that are reaching an age to be considered historic, we will be overrun with them. This is a legitimate question. If we use the same methods for listing and for "protecting" these re- sources, the system at a local level could become overburdened. Are we simply coming to understand the sig- nificance of these re- sources? Is the current "awakening" to sig- nificance of the Recent Pasta typ- ical phase for recognizing a period of history? There was a time when Victorian buildings were consid- ered garish and of poor taste. At that time, an earlier generation of buildings from Federal to Greek Revival, was valued, but later building types were not. In time, of course, Victorian and Edward- ian era properties, and even entire neighborhoods and downtowns, came to be valued for their historic significance. Log Kit Buildings I'rhis is actually a subset of the Rustic Style.) ( F,arly I950s to 2970 in Aspen) pan Atx~de is a brand name for log kit houses available beginni^g in iy52. T'hcse buildings were also manufachured by other companies as early as 194ti.'['helogswBre milled, tongue v~d groove and came pm-cut and notched for easy assembly. The sys!cm was popular in Aspen for ski lodges and modest homes. These often employed fixed pane ~•indows. Chataneristics: • machine shaped logs • projecting second story gable ends • exposed rafter tails • large roof overhangs • Ooorplanstarelyconfortntothetopography of the site The Apsen, CO design guidelines in- cludes descriptions of Recent Past build- ing types. Winter & Company lohnie's Broiler, in Downey, California has been the focus of a recent preservation controversy. Substantially demolished in 2007, a rescue plan is now under way. Should communities use a higher standard of significance to des- ignate Recent Past re- sources? Some communities designate Re- cent Past resources, but limit the numbers that can be listed by ap- plying more rigorous criteria. The properties must represent the "best" of the type, in terms of de- sign and quality of construction. They do because: • There is concern that the public will not support a broad designation because they do not value most of these properties. • The community cannot administer a conventional protection system (that is, design review and permitting process) for a larger number of properties. What is the point of the "Fifty-Year Guide- line?" The fifty-year threshold has been a long-standing guideline for classi- fying which properties maybe con- sidered for historic significance. The concept has been that a "cool- ing off" period of time is needed in order to provide a perspective on what may be historically signi#i- cant. Reaching the fifty-year mark, however, does not in itself mean that a property IS historically sig- nificant. It simply serves as a first- step test on the path to determin- ing significance. Is the Fifty-Year Guide- line still relevant? Yes, the age guideline remains rel- evant for many property types and for many communities. Howev- er, there are communities that use shorter time spans as thresholds. Some have adopted aforty-year limit, and some others use thirty years. These shorter time spans come with a heightened under- standing, however, of what may constitute historic significance. Preserving the Recent Past DESIGNATING RECENT PAST RESOURCES A survey may identify Recent Past resources that have historic signifi- cance, but then what? Should they be entered into the local register of historic resources, or are there other options? That is, it's impor- tant to separate "Identification" from "Designation" at least at the local level. (Note that some state laws convey some level of protection automat- ically to inventories that identify historic resources, even if they are not officially listed in a local regis- ter.) What are the options for designating Recent Past resources? Recent past resources may be designated in these ways: National Register of Historic Places To be listed in the National Regis- ter, a special criterion, Criterion G, is used for properties less than 50 years old. The regular provisions for consideration of effects of fed- eral undertakings apply, as do the tax credit incentives. State Historic Register A state register often mirrors the National Register listing, although several states include properties that sometimes would not meet Park Service criteria. This listing brings a certain degree of recog- nition and may also be linked to other state regulations and incen- tives. guidelines applied by a preserva- tion commission. This approach is particularly useful for individual "landmarks" from the Recent Past, and also in cases where a Recent Past resource stands within a his- toric district, even of older proper- ty types. Conservation District In some cases, an alternative list- ing is used. In some more recent neighborhoods, for example, cit- ies may use a conservation dis- trict approach. A conservation dis- trict may take many forms. Some are very similar to historic districts, and use a discretionary design re- view system. Others use prescrip- tive standards. The emphasis is usually on protecting the overall character of a neighborhood, dis- couraging demolition and assuring compatible infill. There is less fo- cus on alterations to historic prop- erties themselves. This approach may be useful fora 1960s residen- tial subdivision, where the overall character as perceived from the street is the primary concern. Zoning Overlay Other communities adopt finely tuned zoning standards that are form-based, to promote compati- bility. These are administered by zoning staff in a prescriptive man- ner. These regulations also can discourage demolition, and pro- mote retaining overall neighbor- hood character. In terms of dealing with the Recent Past, this approach may be of value for an older com- mercial strip, for example. Local historic register Under local ordinances, communi- ties may create their own criteria for designation. While many mod- el their process after the Nation- al Register, some take a different approach. These typically involve discretionary design review, with There will be community conversa- tions about significance and the al- ternatives for listing and protection that planners must be prepared to address, as well to help frame an informed discussion. Flagstaff, Arizona: A Route 66 storefront is framed by older facades of the early twentieth century. Winter & Company The National Trust for Historic Preservation hosted a °Recent Past Forum" in Phoenix in March 2005. Some of the discussions from that meeting were published in the Trust's Forum Journal, Fall 2005 issue. This remains a good sum- mary of key issues and is a good starting point for planners who are seeking to gain an overvietiv of the issues. TREATMENT AND PROTECTION What are the "threats" to Recent Past re- sources? Recent Past properties may be susceptible to demolition or at least substantial alteration. Just as late Nineteenth Century buildings were often "modernized," there is similar pressure on Recent Past buildings. Some of the reasons: Alterations to "modernize" the property Replacement where land values now support more square footage Alterations to improve efficiency and operations Adaptation to new uses Today, there is much interest in "infilling" existing residential and commercial neighborhoods. This could place pressure upon older buildings, including Recent Past resources. Since many subdivi- sions and commercial strips are one story in height, they are ap- pealing,places to increase densi- ty. Do the same standards apply? If so, how? Materials Conserva- tion Issues In some cases, the buildings mate- rials, and the component systems made of them, have proven to be less durable than older building materials. Many building systems related certain types of Recent Past buildings are not necessari- ly "green," They may not be as en- ergy efficient are earlier buildings. Their repair is often difficult and re- placement in kind may be impossi- ble. On the other hand, demolition of these buildings poses another set of environmental and land fill issues. Many new building systems were tested, and some have proven to have relatively short life spans. In some cases, this may have been unexpected but in others was in- tentional, where new buildings were seen as short term respons- es to market demands. Design Issues Related to technical questions is the spirit of design for Recent Past properties and what role this plays in their preservation. A key is in how the ''Character de- fining features" are described. Can we administer all of these resources in the same way? Identifying Recent Past resourc- es, and even listing them to a local register may be politically possible, but how will local governments ad- minister the increased number of resources? When designation occurs at the lo- cal level, there is a potential dis- connect that can occur. If the ap- proach for treatment is not clearly defined for Recent Past proper- ties, then "knee-jerk" responses may complicate future design re- view of rehabilitation proposals. The restoration of the Lever House in New York is an example. De- signed by Skidmore, Owings & Merrill's Gordon Sunshaft and completed in 1952, Lever House was one of the first Modernist buildings to be saved through the landmark process in New York. It was listed in 1983, when the prop- erty was 31 years old, in response to a demolition proposal. Desig- nation was hard-won. Restoration twenty years after listing proved challenging as well. A full-scale rehabilitation was pro- posed in 2002. !n developing a treatment approach, the archi- tects determined that the glass wall system was undermined by Preserving the Recent Past its own 1950s technology. Mois- ture had penetrated and corrod- ed the mullion system, and al- most none of the original glazing remained. The entire system, in- cluding glass and mullions, was replaced. In the replacement sys- tem, the plates of glass are actu- ally twice the width of the originals, because new technologies per- mitted larger sizes, and their use was a cost savings. False mullions were added to maintain the look of the original glass proportions. The New York City Landmarks Com- mission determined that this was an appropriate balancing of two objectives. That is, preserving the design character while continuing to innovate with new building sys- tems and technologies. Design Guidelines Planners working in local pres- ervation programs face a spe- cial challenge when writing design guidelines for Recent Past proper- ties. One of the signature features of many early Modernist designs was the search for technological innovation, and the experimenta- tion with new materials and sys- tems. When it comes to respect- ing these characteristics, there are two different concepts: (1) Preserve the original materi- als and systems as they are, even if they are less efficient that new ones, because they are a part of the historical record. (2) Preserve the intent, including the design concept. This may ac- commodate replacing systems with new ones that have better performance features, while re- taining overall character. Many successful rehabilitation projects of Recent Past resourc- es will incorporate some of both approaches. The concern is that, without informed discussion and appropriate guidelines, a review board may take an approach that is too narrow. Planners will need to assure that preservation guide- lines for Recent Past properties are clearly articulated to address these different views. Must there be a sepa- rate set of guidelines for Recent Past Prop- erties? Some preservationists argue that, indeed, different guidelines should be used, ones that are perhaps more "flexible" than those applied to older properties. This has some appeal, but raises a question about consistency in a preservation pro- gram. On the other hand, it may be pos- sible to apply the same guidelines, if thought is given to defining what the key features of the property are. In the conventional dogma of preservation treatment, determin- ing where an alteration to the his- toric building is appropriate relies upon a consideration of how "key character-defining features" would be affected. These features are el- ements that are essential to the in- tegrity of a resource and proposals that would diminish the integrity are generally discouraged. In a traditional historic resource, key features include the overall building form and proportions, its materials, and signature design features. These later elements are often on the front of a structure, or those portions that are prominently viewed from the public way. Fea- tures on subordinate building ele- vations are considered to be less critical, and therefore more flexibil- ity for alteration is given to them. The original design intent of a Re- cent Past property may also be a key feature. Thai is, if the com- position was clearly arranged to be symmetrical, then an altera- tion that would violate that symme- try may alter the perception of the original design intent. The Colorado Building, Boulder, CO: The Colorado Building was an early en- trant into International Style commer- cial high rise in Boulder. Erected before the city established a height limit of 55 feet, it remains the tallest structure in the downtown. It therefore reflects a signifi- cant change in city planning policies, as well as experimentation in rnodern de- sign ofthe time. In the early 1990s, the ground level of the Colorado Building was altered. The original grid system was removed and a sloped panel system was installed. Ce- ramic tilewas also introduced. Spandrel panels were also painted in a chromatic range of colors in the 1990s. Winter & Company Resources There are many web sites that ad- dress preservation of Recent Past resources. This is a short list, as a starting point. National Park Service: wvvw.crnps.g ov/hps/recentpast/ National Trust for Historic Preser- vation: www.preservationnation.org Recent Past Preservation Network: www.recentpast.org Society for Commercial Archeol- ogy; www.sca-roadside.org/ There are also many active organi- zations in cities across the nation, including. The current project to rehabilitate the United National Headquarters in New York is a case in point. Da- vid Fixler, an architect with Einhorn Yaffee Prescot Architects involved in the project, noted in a presenta- tion before DOCOMOMO Interna- tional Conference in 2004: "How the idea of newness and its parallel of progress remain signifi- cant to the symbolism of the UN, and when to celebrate or conceal the aging process of the last 50 years will therefore become critical issues to address as the renova- tion design evolves." In formulating renovation strate- gies for buildings of the Recent Past it is often the case that the factor of original design intent is used as a tool with which to en- gage the building, in order to best determine how the history of the work might inform its renewal. With the emphasis of the archi- tecture of the Modern movement upon the building as the manifes- tation of an idea, including the no- tion that modern architecture re- flects the transitory nature of the modern world itself, material per- manence was not a dominant con- cern in expressing an architectur- al concept." Preserving the Recent Past Suburban ranch neighborhood in Denver, CO.