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HomeMy WebLinkAbout2000-04-17 Historic District Board PacketHISTORIC DISTRICT BOARD April 17, 2000 - 7:00 p.m. *** AGENDA*** Kenai City Hall 7:00 p.m. Work Session with City Council & Planning & Zoning Commission Regular meeting will immediately follow the work session. 1. ROLL CALL: 2. APPROVAL OF AGENDA: 3. APPROVAL OF MINUTES: January 24~ 2000 4. PERSONS PRESENT SCHEDULED TO BE HEARD: mSTOmC BOARD REVIEW- 6. NEW BUSINESS: a. Results of work session~Clarification &Board role---Discussion b. National Preservation Week- May 14 to 20a Aetivities~Discussion 7. OLD BUSINESS: a. Goals o REPORTS: a. City Council b. Administration 9. PERSONS PRESENT NOT SCHEDULED TO BE HEARD- 10. BOARD,QUESTIONS AND COMMENTS: rN OR. TION: a. City Council Roster b. Letter to Judith Bittner regarding annual survey dated 1/25/00 c. 1999 CLG Annual Report d. "The Alliance, Review"- January/February 2000 12. ADJOURNMENT: HISTORIC DISTRICT BOARD January 24, ~000 - 6:00 p.m. *** AGENDA*** Kenai City Hall ITEM 1' ROLL CALL ITEM 2: ELECTION OF CHAIR & VICE-CHAIR ITEM 3' APPROVAL OF AGENDA ITEM 4: APPROVAL OF MINUTES -- October 19, 1999 ITEM 5' PERSONS PRESENT SCHEDULED TO BE HEARD ITEM 6' HISTORIC BOARD REVIEW ITEM 7: NEW BUSINESS a. Annual Survey b. Adoption of Goals- 2000 c. Old Towne Video - Discussion ITEM 8: OLD BUSINESS ITEM 9' REPORTS a. City Council b. Administration ITEM 10' PERSONS PRESENT NOT SCHEDULED TO BE HEARD ITEM 11' BOARD QUESTIONS AND COMMENTS ITEM a, g. h. i. 12: INFORMATION Historic District Board Roster City .Council Roster Letter of resignation from Dorothy Gray & Acceptance from Clerk Freas Reappointment letter to Ethel Clausen Letter from NAPC acknowledging membership Letter from AAHP acknowledging membership Memo from Clerk Freas regarding All-America City Award Committee National Park Service web site information Kenai Coastal Trail & Erosion Control Project- January 2000 ITEM 13: ADJOURNMENT HISTORIC DISTRICT BOARD JANUARY 24~ 2000 7:00 P.M. KENAI CITY COUNCIL CHAMBERS CHAIR MIKE HUHNDORF, PRESIDING MINUTES ITEM 1: ROLL CALL Members Present: Ethel Clausen, Bill Klu§e, Emily DeForest, Michael Huhndorf Also Present: Councilman Joe Moore, Administrative Assistant Marilyn Kebschull, Contract Secretary Barb Roper ITEM 2' ELECTION OF CHAIR/k VICE-CHAIR MOTION: Board Member Kluge NOMINATED Michael Huhndorf as Chairman of the Historic District Board. Board Member DeForest SECONDED the motion. There were no objections. SO ORDERED. MOTION: Board Member DeForest NOMINATED Bill Kluge as Vice-Chair of the Historic District Board. The motion was SECONDED by Board Member Clausen. There were no objections. SO ORDERED. ITEM 3: APPROVAL OF AGENDA The agenda was approved as presented. ITEM 4: APPROVAL OF MINUTES -- October 19, 1999 MOTION: Board Member Kluge MOVED to approve the minutes of October 19, 1999. The motion was SECONDED by Board Member DeForest. There were no objecions. SO ORDERED. ITEM 5- PERSONS PRESENT SCHEDULED TO BE HEARD -- None ITEM 6' HISTORIC BOARD REVIEW -- None ITEM 7: NEW BUSINESS 7-a. Annual Survey Kebschull reminded the Board the City was required to do an annual survey of historic property. Reportable changes to historic property which would include those that were torn down, burned, etc. Kebschull reported there were no changes this past year. 7-b. Adoption of Goals - 2000 Huhndorf requested input for Historic District Board goals for 2000. Huhndorf added he thought the goals for the previous years were quite ambitious and suggested that any goals set this year should be realistic and easily achievable. Kluge asked if Councilman Moore discussed exhibiting materials at the old Fish 8; Wildlife Headquarters. Moore replied he did and it was noted the land had not changed hands and the Kenai Natives Association, Inc. had no intention of disposing of the property. Discussion took place on an appropriate area for the display of historic items that include the old machine shop, steam engine., etc. Kluge suggested Moore ask Council if some property within the City or in Old Towne could be earmarked for such a project. Moore indicated he would bring the subject up with Council at the next meeting. Moore also announced the City Council would discuss the future of the Historic District Board at its February 16th meeting. Moore encouraged members to attend, as this would be an appropriate time to discuss property needs, etc. Huhndorf stated he had some goals, including involving the schools in historic preservation, considering a sign for the Coastal Trail which points out Old Towne, and inviting more preservationists to the regular meetings and/or work sessions. MOTION: Board Member Kluge MOVED that the Historic District Board pursue exhibiting historic items in Kenai. The initial process would be to secure property. The motion was SECONDED by Board Member DeForest. There were no objections. SO ORDERED. Discussion took place on the property behind the old library in Old Towne. DeForest asked if the Board would be eligible for matching historic preservation funds for the property. It was noted the property in question was outside of the historic zone. Kebschull noted there may be other funds available but not through historic preservation. HISTORIC DISTRICT BOARD MEETING MINUTES JANUARY 24, 2000 PAGE 2 7-c. Old Towne Video- Discussion Discussion took place on the Old Towne Video. The Board was reminded that Dorothy Gray had stated she was going to attempt to establish a contest for high school students to make a video of Old Towne. Moore was going to ask Council about funding. Moore indicated that Council was interested but they wanted to see a written proposal. After much discussion it was noted the Mayor was interested in doing another video for the City of Kenai and perhaps Old Towne could be included with that one. 'ITEM 8: OLD BUSINESS Huhndorf asked Moore about his visit to Anchorage with Mayor Williams. Moore reported, he and Councilman Bookey accompanied Mayor Williams to the Anchorage Visitors and Convention Bureau meeting. The meeting went very well and it was quite informative. He noted Anchorage was considering a very large convention center since the Egan Center was no longer large enough to accommodate the demand. Moore added that Anchorage was losing out on a lot of conventions due to lack of space. As a result, Kenai could be considered an area to take the overflow. Moore reported the City Council wants to develop the old FAA fields next to the Senior Center and work sessions will be held to discuss what should go in there, i.e. a convention center, major hotel, shopping mall, etc. Huhndorf asked about the gravesites in the area. Moore assured the Board that area was excluded from the development. Kebschull noted the Russian Mission owned that property. Huhndorf asked about the clean up of the FAA fields. Kebschull stated the land had not been officially turned over to the City yet and as far as she knew, clean up had not taken place. ITEM 9. REPORTS 9-a. City Council 9-b. Administration ITEM 10: PERS'ONS PRESENT NOT SCHEDULED TO BE HEARD -- None ITEM 11- BOARD QUESTIONS AND COMMENTS DeForest reported she attended a historic preservation meeting in Anchorage and planned to attend another one scheduled for January 29th. Clausen reported that she will also be attending the meeting on January 29th. HISTORIC DISTRICT BOARD MEETING MINUTES JANUARY 24, 2000 PAGE 3 ITEM 12: INFORMATION 12-a. 12-b. 12-c. 12-d. 12-e. 12-f. 12-g. 12-h. 12-i. Historic District Board Roster City Council Roster Letter of resignation from Dorothy Gray and acceptance from Clerk Freas. Reappointment letter to Ethel Clausen Letter from NAPC acknowledging membership Letter from AAHP acknowledging membership Memo from Clerk Freas regarding All-America City Award Committee National Park Service web site information Kenai Coastal Trail and Bluff Erosion Control Project. ITEM 13: ADJOURNMENT MOTION: Board Member Kluge MOVED to adjourn. There were no objections. ORDERED. SO The meeting adjourned at 6:55 p.m. Minutes prepared and submitted by: Barbara Roper, Contract Secretary HISTORIC DISTRICT BOARD MEETING MINUTES JANUARY 24, 2000 PAGE 4 PRESERVATION WEEK NATIONAL TRUST for HISTORIC PRESERVATION FOR IMMEDIATE RELEASE CONTACT: Susanna French (202) 588-6125 Gary Kozel (202) 588-6013 NATIONAL TRUST ANNOUNCES PRESERVATION WEEK 2000 "Taking America's Past Into the Future" (Washington, D.C., Jan. 20, 2000)- To mark the start of the millennium, the National Trust for Historic Preservation announced today that the theme of Preservation Week 2000 is "Taking America's Past Into the Future." Preservation Week will be celebrated May 14-20, 2000. "The millennium is a time to reflect on where we've been and where we're going," said Richard Moe, president of the National Trust, which sponsors Preservation Week. "This year's theme celebrates that link between past and future, challenging us to plan for the issues that will confront us in the years to come. It is essential that we be vigilant, flexible and well informed in order to deal with the rapid changes that are sUre to have an impact on our irreplaceable historic treasures." Preservation Week has been celebrated annually since 1971. During Preservation Week 1999, the National Trust held a ceremony at Washington's Congressional Cemetery to announce $1 million in congressional matching funds for the site's upkeep and preservation. Elsewhere in the country, state and local preservation organizations held workshops, clean-up days, debates, rallies, re-enactments, and home and garden tours. For a Preservation Week kit containing a poster, sample publicity materials and tips on promoting Preservation Week, call the National Trust Office of Communications at (202) 588-6141. The National Trust for Historic Preservation is a private, nonprofit membership organization dedicated to protecting the irreplaceable. With more than a quarter million members nationwide, it provides leadership, education and advocacy to save America's diverse historic places and revitalize communities. It has six regional offices and 20 historic sites and works with thousands of local community groups in all 50 states. For more information, visit the National Trust's Web site at w~w~w-.nationaltrust.org. Protecting the Irreplaceable 1785 MASSACHUSETTS AVENUE, NW. WASHINGTON, DC 20036 202.588.6000 · FAX: 202.588.60:38 . WWW.NATIONALTRUST.ORG KEIqAI CITY COUNCIL Meeting First and Third Wednesday at 7:00 p.m. Council Member Name and Address Home Business Emafl Address Term Phone Phone Ends Mayor John J. Williams 283-4960 283-3104 (p) kenai_mayor~hotmail.com 2001 City of Kenai 283-3104 (f) P.O. Box 459 Kenai, AK 99611 Council Member James C. Bookey, III 283-4227 283-4227 (p) 2001 City of Kenai 283-4013 (f) P.O. Box 326 Kenai, AK 99611 Council Member Joe Moore 283-4610 283-3434 (p} cDaioei~_,otmlcpas.com 2001 City of Kenai 283-3476 (f) 1006 Inlet Woods Kenai, AK 99611 Council Member William R. Frazer 283-4861 260-6246 (p) wfrazer~_,ptialaska.net 2000 City of Kenai 260-6249 (f) 1002 Crow Court Kenai, AK 99611 Council Member Pat Porter 283-4348 r)atv 116(b_,worldnet.att.net 2000 City of Kenai 116 Deepwood Court Kenai, AK 99611 'C~uncil Member Duane Bannock 283-3158 283-3949 (p) 2002 City of Kenai 283-6506 (f) 1105 First Street Kenai, AK 99611 Vice Mayor Linda Swarner 283-4366 283-9479 lswarner~_~hotmail.com 2002 City of Kenai 298 Rogers Road Kenai, AK 996i 1 Or mail to Kenai City Hall: 283-8231 (p) ..c..freas(-~_,ci.kenai.ak.us 210 Fidalgo Avenue, Suite 200 283-3014 (f) Kenai, AK 99611-7794 (2 / 16 / 2000) CITY OF KENAI 210 FIDALGO AVE., SUITE 200 KENAI, ALASKA 99611-7794 TELEPHONE 907-283-7535 FAX 907-283-3014 ~ 1992 January 25, 2000 Judith E. Bittner State Historic Preservation Officer Department of Natural Resources Office of History and Archaeology 550 West 7th Ave., Suite 1310 Anchorage, AK 99501-3565 RE: ANNUAL SURVEY Dear Ms. B ittner: The Townsite Historic District Board reviewed the property data information contained in the "Kenai Townsite Historic District Survey Report." This review was conducted as required under the Kenai Municipal Code that states the survey shall be updated annually. The Board noted that there were no changes or updates necessary to any of the properties listed in the survey. If further information is required, please do not hesitate to contact me. Si.n~, ? Marilyn Kebschull Planning & Zoning Administration April 11, 2000 CITY OF KENAI 210 FIDALGO AVE., SUITE 200 KENAI, ALASKA 99611-7794 TELEPHONE 907-283-7535 FAX 907-283-3014 ~ 1992 Judith E. Bittner State Historic Preservation Officer Department of Natural Resources Office of History and Archaeology 550 W. 7th Avenue, Suite 1 310 Anchorage, AK 99501-8908 RE' 3350-5 CITY OF KENAI (CLG) ANNUAL REPORT Dear Ms. Bittner: Attached is the City of Kenai's Annual CLG Report for 1 999. I hope that this report is sufficient. We have included copies of documents as requested in the rePort guidelines. If you require further information or documentation, please do not hesitate to contact me. Marilyn Kebschull Planning & Zoning Administration Attachment' City of Kenai Annual CLG Report for 1999 CC' Townsite Historic District Board CITY OF KENAI 1999 ANNUAL CLG REPORT A. LOCAL PRESERVATION ORDINANCES: 1. There were no new ordinances, amendments or proposed amendments made to the local historic preservation ordinance. 2. There were no changes to the City of Kenai's Comprehensive Plan during 1999. B. LOCAL HISTORIC PRESERVATION COMMISSION OR BOARD' The City of Kenai's Historic District Board membership changed during the year. At the end of 1999, there were two Board vacancies. Board members during 1999 were: Dorothy V. Gray Ethel Clausen Michael Huhndorf Bill Kluge Cecelia Richard Emily DeForest Vacant Joe Moore MEMBER POSITION Member---Chair Person Member Member~Historian Member~Architect Member~Resigned 10/99 Member~Appointed 6/99 Member Council Person~Ad Hoc In October 1998, with City Council's approval, the Board voted to meet quarterly and to hold special meetings as needed. It was hoped that by meeting quarterly, quorums would be established for meetings. The Board has been acting without the benefit of an archaeologist. However, Mr. Alan Boraas continues to remain available to the Board to fulfill the needs of the archaeologist. At the conclusion of 1999, the Board consisted of the following members' Dorothy V. Gray Ethel Clausen Michael Huhndorf Bill Kluge Emily DeForest Vacant Vacant Joe Moore MEMBER POSITION Member---Chair Person Member Member--Historian Member~Architect Member Member Member Council Person~Ad Hoc 2. Emily DeForest was appointed to the Board in June. DeForest. Attached is a resume' for Ms. 3. The Historic District Board operated without the benefit of a full board again during 1999. There were two vacancies for the majority of 1999. As noted above, Cecelia Richard resigned in October; however, with Emily DeForest's appointment there was a brief period with only one vacancy. The City Clerk is responsible for the City's Boards and Commissions. Vacancies are advertised by word of mouth, public information advertisements, and by mailing information to citizens whom have served on various boards and committees in the past. 4. During 1999, the Historic District Board meetings were scheduled quarterly for the third Monday of the month. During 1999, the following meetings were held: Regular Meeting Regular Meeting Regular Meeting Regular Meeting MEETING DATE January 18, 1999 April 19, 1999 July 19, 1999 October 19, 1999 Copies of the minutes from these meetings are attached. Note that in April and July quorums were not established and meetings were not held. 5. The Board did not participate in any CLG training or conferences during 1999. C. SURVEY AND INVENTORY OF HISTORIC PROPERTIES' Note: This information did not change during 1999. In July 1996, Preservation North completed the survey of the Townsite Historic District, which was funded through a CLG grant. The area surveyed was approximately 70 acres 1999 Annual CLG Report Page 2 and included 32 properties in the Townsite Historic District and 12 properties in the adjacent area. 2. Thirty-two historic properties were surveyed. AHRS cards were completed for these properties. 3. This was the first survey of historic properties for the City of Kenai. The survey cataloged historic properties providing the City with information as to what properties existed, their condition, owner, etc. This information will be used when revising or preparing development guidelines for the historic district. For the properties surveyed, there were 28 different property owners. D. PRESERVATION PLANNING ACTIVITIES: The City of Kenai's Preservation Plan was completed in 1998 and approved by Kenai City Council Resolution No. 98-71. E. NATIONAL REGISTER PROGRAM PARTICIPATION: The CLG did not evaluate any properties for listing on the National Register of Historic Properties during 1999. F. PROTECTION OF HISTORIC PROPERTIES: There were no reviews for development in the Townsite Historic District in 1999. G. PUBLIC EDUCATION PROJECTS: The Board reviewed the walking tour brochure for needed corrections or additions. The brochure is available at the Kenai Visitors & Convention Bureau and continues to be popular with tourists and local citizens. The City of Kenai assisted the Visitors Center with fimding to produce the brochures that are provided to the public at no cost. 2. Chairman Huhndorf led a walking tour for visitors. (During the summer of 2000 Mr. Huhndorf will begin to offer regularly scheduled tours.) 3. During 1998, the Board, working with the Kenai Visitors Cemer provided input for the Central Region Gold Rush Sign Project. The sign should be placed at the Kenai Visitors & Cultural Center prior to the 2000 summer tourism season. 1999 Annual CLG Report Page 3 4. The Board continues to investigate the possibility of obtaining a parcel of land in Old Town to provide a location for displaying historic equipment owned by the City. This goal has been noted as the number one priority for 2000. H. HISTORIC PRESERVATION GRANT ACTIVITIES: The City of Kenai did not apply for any CLG Historic Preservation Fund grants during 1999. 2. The City of Kenai did not apply for other (non-CLG) preservation grants. I. OTHER PRESERVATION ACTIVITIES: As has been noted in prior years' reports, the Shk'ituk't Village park proposal continues to be a goal. The Shk'ituk't Village sign (constructed in 1996 as part of a CLG grant) is located at a parking area overlooking the mouth of the Kenai River. This site is a popular area for people to view the mouth of the river. In last year's report, it was noted that the City was not taking any action on the park proposal awaiting the FAA's removal and cleanup of the FAA antenna farm. The FAA has removed the structures from the site. The next step is an environmental, site assessment. The City, as well as FAA, is proceeding with this next step. In addition, the City of Kenai is proposing to conduct an economic development study for the properties located in this area. At this time, it is the City's intention to recommend that an area be set aside for the park. 1999 Annual CLG Report Page 4 EMILY H, DEFOREST P~ o. ~o~1326 (907) 283-4780 1972 to1999 (1~~~~) D ~rector of L ~r~ Servers K e~a C ~ L ~r~ 25 years 25 years Questions about Certified Local Governments, National Park Service http://www2.cr.nl CERTIFIED LOCAL GOVERNMEI . Program National Park Service "Preserving t-ter~tege ~n the Comrnunit. F" CLG ( uestions & Answers What are the Benefits of Being a CLG? The benefits to local governments from participating in the CLG program are numerous. While CLG grants generally represent a relatively small amount of funds, they have often been used as seed money'to attract funding from local government or other sources. Also, in many cases, the products generated by CLG grants have provided credibility to a fledgling local historic preservation program. Beyond being just a source of funds, the CLG program has helped institutionalize historic preservation and give it legitimacy as a function of local government. Since the local government staff working in the Program are often in the local Saco City Hall, York County, ME, NPS Photo planning office, the CLG program has helped forge critical connections between historic preservation and land use planning. Similarly, the CLG program has led to increased cooperation between local preservationists and the State Historic Preservation Office and resulted in a strengthened statewide preservation network. Where does funding for CLG grants come from? Funding for grants to Certified Local Governments comes from the Historic Preservation Fund (HPF), a Federal grants program appropriated by the U.S. Congress and administered by the National Park Service (NPS), which provides financial support to State Historic Preservation Offices (SHPOs) and the National Trust for Historic Preservation. Under the provisions of the National Historic Preservation Act, as amended, SHPOs are required to award at least :10% of their annual HPF monies to CLGs in their State. (Some States have additional State funds for CLGs). What types of projects are eligible for CLG funding? HPF grants to Certified Local Governments have funded a wide variety of local historic preservation projects. Projects eligible for funding and the criteria used to select them are developed yearly by each SHPO. CLG project types that have been funded include the following' architectural, historical, archeological surveys, and oral histories that help identify significant properties; preparation of nominations to the National Register of Historic Places; research and development of historic context information; staffwork for historic preservation 1 of 6 4/4/2000 10:29 AM Questions about Certified Local Governments, National Park Service http://www2.cr.nps.gov/clg/clgquest.htm commissions, including designation of properties under local landmarks ordinances; writing or amending preservation ordinances; preparation of preservation plans; public information and education activities; publication of historic sites inventories; development and publication of design guidelines; preparation of zoning studies; development and publication of walking/driving tours; development of slide/tape shows, videotapes; training for commission members and staff; development of architectural drawings and specifications; preparation of facade studies or condition assessments; rehabilitation or restoration of properties individually listed in the National Register of Historic Places or contributing to a National Register historic district. What other criteria govern whether a local historic preservation project is eligible for funding? There are two other factors' all CLG grants must result in a completed, tangible product and/or measurable result; and, all must be carried out in accordance with the applicable Secretary of the Interior's Standards for Archeology and Historic Preservation (a copy of the Standards may be obtained from the SHPO). How much money is there in a CLG grant? The amount of money in a CLG grant must be large enough to have tangible results. Otherwise, there are no specific Federal requirements regarding the amount of money SHPOs make available in individual grants to CLGs. Consequently, the dollar amount of the grant depends primarily on the funding policy set by each SHPO. Some States try to award a grant to each CLG in the State every year. Tn general, the dollar amount of grants in these States tends to be small, particularly if there are numerous CLGs. On the other hand, other States award relatively few but larger grants. On a nationwide basis, CLG grants typically range in size from $500 to $45,000. Do CLG grants require a financial contribution from the CLG? In most States, CLG grants are matching grants, i.e. recipients must provide a certain amount of cash or in-kind services to be used in carrying out the grant project. Each SHPO determines how much match is to be required. In most' States, a 50/50, or "dollar for dollar" match is required. This means that for every dollar received the recipient must provide a matching dollar in services, cash, or volunteer hours, as specified by State policy. (See "How can the grant be matched?" below for more information.) How do SHPOs notify CLGs of the availability of CLG grants? SHPO$ m~k~ ~n ~nnu~i m~iling to ~¢h (:LC;, ~nd ~¢h Io¢~1 government whose application for certification is pending, notifying them of the availability of CLG grant funds. Potential CLG applicants are informed of the total amount of funds available, State priorities for funding, criteria to be used in selecting proposals to be funded (see below), a deadline for submitting requests, and, a written description of what must be included in applications for CLG grants. What are the application procedures? Although application procedures and time frames vary from State to State, in general, the SHPO solicits grant proposals from its CLGs in the Fall. Applicants then submit a Grant Application (or Subgrant or Project Proposal) which describes the project and why it is needed, how the project is to be carried out and what its goals are, who will be 2 of 6 4/4/2000 10:29 AM Questions about Certified Local Governments, National Park Service http://www2, cr.nps.gov/clg/clgquest.htm doing the proposed work and their professional qualifications, a proposed budget and project schedule, and the specific products to be generated by the project. Applications are generally due at the end of the calendar year. Contact your SHPO for the specific deadlines in your State. (Applicants should also determine what local procedures and requirements, if any, must be satisfied prior to submitting a CLG grant application.) Who decides which applications are funded? Each SHPO sets its own funding priorities. In some States, greater weight may be given to one type of project over another. Among the factors typically used to rate grant proposals are compatibility with the broad goals of the SHPO, urgency of the project, significance of the historic properties, geographic distribution of grant funds, education and public awareness potential, and the administrative and financial management capability of the applicant. On what grounds may SHPOs decline to fund an individual CLG grant request? CLG grants are competitive. While all CLGs are entitled to submit proposals, not all may get funding. SHPOs may decline to fund a proposal that does not adequately address the State's funding priorities, meet its selection criteria, have access to necessary professionals, or be achievable within the time period allowed or the budget proposed. However, States must base grant award decisions on the selection criteria included in the application instructions and notice of grant availability. Additionally, SHPOs may choose not to fund a proposal if they have reason to believe that the applicant does not have the necessary experience orflnancial resources to carry out the project or has not performed satisfactorily on a previous CLG grant. When are proposals selected? While time frames vary, successful applicants usually receive notification in the Spring that their proposal will be funded. In some States, recommendations about which proposals should receive funding by the professional staff of the SHPO must be approved by the State Review Board or the State Historical Commission. An agreement between the SHPO and the CLG stipulating the terms of the grant is generally signed in the Spring or Summer. When can work begin? Applicants for CLG funds must wait until the grant agreement between the SHPO and the CLG's chief elected local official, or his or her legal representative, is signed before starting work on any project. Unless specifically authorized in writing by the SHPO, costs incurred prior to execution of the written agreement will not be paid. How long does the grant last? The schedule for completing the project will be outlined in the grant agreement. Most CLG grant projects are completed within 9 to 18 months. Projects undertaken with CLG grant funds must be completed in no more than two years from October 1, the start of the Federal fiscal year. Since the grant agreement usually is not signed until the Spring after the start of the Federal fiscal year (depending upon when Congress makes its appropriation), there is usually less than two years in which to complete the work. Multi-year projects require applying for separate grants in successive years and performing the work in 3 of 6 4/4/2000 10:29 AM Questions about Certified Local Govemmems, National Park Service http://www2.cr.nps.gov/clg/clgquest.htm phases. Can the time be extended? If circumstances outside of the control of the CLG make the terms of the grant agreement unachievable, the agreement may be modified or canceled by mutual agreement between the SHPO and the CLG. For example, if inclement weather interferes with field survey and prevents completion of the work specified in the grant agreement within the time period stipulated, a limited time extension may be granted or the scope of work and budget amended. However, extensions may not stretch the grant period beyond the two-year limit on the expenditure of HPF monies. (See preceding question.) When are the grant funds actually transferred to the CLG? Host CLG grants are reimbursable grants. CLGs must first pay the project costs and then submit a request to the SHPO for reimbursement. Consequently, the CLG must have enough money "up-front" to be able to carry the project (including paying contractors) until it gets reimbursed. CLGs should learn the requirements and timing of the State's reimbursement procedures before the project begins. Does the CLG have to complete the project before being reimbursed? Not always. Depending on the type of project funded, many SHPOs allow CLGs to submit partial reimbursement claims on an interim basis. Why is matching share required? In establishing a partnership between Federal, State, and local governments, the National Historic Preservation Act requires that HPF grants be matching grants. Underlying this requirement is the need for each of the partners to share the costs of historic preservation. Matching grants ensure that there is strong State and local commitment to projects and result in more historic preservation work being performed than if Federal funds alone were involved. How can the grant be matched? Grants can be matched in two ways: in cash or through in-kind services (often called "soft match"). Generally, CLGs can combine these two types of match to meet the total amount required. Match requirements, however, vary by State. Can the time spent by CLG staff on the project be counted as match? Yes. In most States, work on the project performed by the staff of the local government is considered as part of the overall cost of the project and can be counted as part of the CLG's match. Copies of time sheets and payroll printouts are required as documentation of employee time devoted to the project. CLGs must include staff time in the project budget, like any other cost, if they plan to claim it as match. Can the services of volunteers be counted as in-kind match? Yes. Many States allow services provided by volunteers, both professional and non-professional, to be counted as match by CLGs. The work performed by volunteers must be a necessary part of the project and cannot be more than half its total cost. 4 of 6 4/4/2000 10:29 AM Questions about Certified Local Governments, National Park Service http://www2.cr.nps.gov/clg/clgquest.htm When used as match, how are volunteer services valued? In order to claim volunteer services as in-kind match, CLGs must first establish the rate of pay for the type of work performed by the volunteers. Often SHPO pay scales establish the maximum rate allowed for professionals. If a volunteer performs services outside his or her profession, the volunteer time must be valued at the Federal minimum wage rate (for example, an archeologist stuffing envelopes for a mailing would be valued at minimum wage rate). Also, as evidence that volunteers contributed to the project, time records documenting each volunteer's time must be submitted to the State. If a C:LG chooses not to count volunteer services as match, does it still have to provide time records? No. In most States, documentation of volunteer time spent on a project is only required when the CLG wishes this contribution to count as part of its matching share. What other types of in-kind services can be counted as match? Most States allow CLGs to claim as match in-kind services such as supplies (i.e., paper or film), developing photographs, photocopying, office rent, clerical support, or certain administrative costs when these are donated to the project by either the local government or a third-party. When a CLG chooses to count these supplies or services as match, documentation is required. What sort of reports must be turned in? Progress reports are usually required on a set schedule during the grant project. These reports must include a description of what has actually been accomplished and spent to date. SHPOs set the format for these reports and require preliminary products, as appropriate. A final project report is also required upon completion of the grant. What sort of procedures must be followed when a local government uses CLG grant funds to pay for consultants or contractors? Hiring consultants or contractors to perform part of the project must be done in accordance with acceptable State-established competitive procurement procedures compatible with Federal requirements (and with whatever local procedures apply). Frequently, existing State and local government procedures that meet these requirements are used. A certain number of qualified firms or individuals must be contacted to ensure a fair, open, and competitive selection process. Generally, at least three price quotations or bids must be obtained and the process must be documented. Architects, historians, or other professionals must meet qualification standards set by NPS. Selection may be based on experience, qualifications, and cost, rather than cost alone. In many States, the SHPO requires that the CLG consult with it before consultants or contractors are selected. Can CLG grant funds be used to buy supplies or equipment? Yes. Most local, State, and Federal regulations require price comparisons and a competitive selection process in purchasing equipment, negotiating a lease, or procuring non-professional services. Generally, State and local procurement regulations apply. Some SHPOs require grantees to request prior approval for purchases greater than $500 in value. 5 of 6 4/4/2000 10:29 AM Questions about Certified Local Governments, National Park Service http://www2.cr.nps.gov/clg/clgquest.htm Where can ! find additional information on CLG grants? Your SHPO can answer any questions you might have. Many SHPOs have a grants manual describing the procedures used in that State for applying for and administering CLG grants (including any additional State requirements beyond those described here). Click here to find the SHPO in your State. STATE HISTORIC PRESERVATION OFFICERS. ~ M~li~l .r~ Pt,,.,.& '.G.~ & tr, i,i,o& ~ Pre~e~m~ $ Tax Ci'edits ~ later~ips ~ Beokstere ~ News & ~ ~ E~mb Last Modified: Wed, Sep 15 1999 09:27:00 am EDT Na# e~vice 6 of 6 4/4/2000 10:29 AM Introduction The National Historic Preservation Act established a nationwide program of financial and technical assistance to preserve historic properties-- buildings, structures, neighborhoods, and other places of importance in the historic and cultural life of the nation. A local government can partial- pate directly in this program when the State Historic Preservation Officer certifies that the local government has established its own historic preservation commission and a program meeting Federal and State standards. A local government that receives such certification is known as a "Certified Local Government" or CLG. State Historic Preservation Offices began certifying local governments in 1985. Currently, every State has at least one CLG and the nationwide total exceeds 700. A major incentive of the CLG Program is the pool of grant funds State Historic Preservation Offices (SHPOs) set aside to fund local historic preservation projects. £LGs are the only eligible applicants for these funds. This brochure provides answers to the most frequently asked questions about CLG grants. (Note: These funds are some- times also referred to as subgrants or contracts; for the sake of simplidty they will be called grants in this publication). Where does funding for CLG grants come from: Funding for grants to Certified Local Governments comes from the Historic Preservation Fund (HPF), a Federal grants program appropriated by the U.S. Congress and administered by the National Park Service (NPS), which provides finandal support to State Historic Preservation Offices (SHPOs) and the National Trust for Historic Preservation. Under the provisions of the National Historic Preserva- t-ion Act, as amended, SHPOs are required to award at least 10% of their annual HPF monies to CLGs in their State. (Some States have additional State funds for CLGs). What types of projects are eligible for CLG funding? HPF grants to Certified Local Governments have funded a wide varie .ty of local historic preservation projects. Projects eligible for funding and the criteria used to select them are developed yearly by each SHPO. CLG project .types that have been funded include the following: · archite~al, historical, archeological surveys, and oral histories; · preparation of nominations to the National Register of Historic Places; · research and development of historic context information; · staffwork for historic preservation commissions, including designation of properties under local landmarks ordinances; · writing or amending preservation ordinances; · preparation of preservation plans; · public information and education activities; · publication of historic sites inventories; · development and publication of design guidelines; · preparation of zoning studies; · development and publication of walking/ driving tours; · development of slide/tape shows, videotapes; · training for commission members and staff; · development of architectural drawings and specifications; · preparation of facade studies or condi~on assessments; · rehabilitation or restoration of propemes individually listed in the National Register of Historic Places or contributing to a National Register historic district. What other criteria govern whether a local historic preservation project is eligible for funding? There are two other factors: all CLG grants must result in a completed, tangible product and/or measurable result; and all must be carried out in accordance with the applicable Secretar}.' of the Interior's Standards for Archeology and Historic Preservation, (a copy may be obtained from the Participants in a CLG wor'kshop touring a historic district. How much money is there in a CLG grant? The amount of money in a CLG grant must be large enough to have tangible results. Otherwise, there are no specific Federal requirements regard- ing the amount of money SHPOs make available in individual grants to CLGs. Consequently, the dollar amount of the grant depends primarily on the funding policy set by each SHPO. Some States try to award a grant to each CLG in the State every year. In general, the dollar amount of grants in these States tends to be small, particularly if there are numerous CLGs. On the other hand, other States award relatively few but larger grants. On a nationwide basis, CLG grants in 1990 ranged in size from $500 to $60,000. Do CLG grants require a financial contribution from the CLG? In most States, CLG grants are matching grants, i.e. redpients must provide a certain amount of cash or in-kind services to be used in ca ,rrymg out the grant project. Each SHPO determines how much, if any, match is to be required. In most States, a 50/50, or "dollar-for -dollar" match is required. This means that for every dollar received the recipient must provide a matching dollar in services, cash, or volunteer hours, as spedfied by State policy. (See "How can the grant be matched?" below for more information.) How do SHPOs notify CLGs of the availability of CLG grants? SHPOs make an annual mailing to each CLG, and each local government whose application for certification is pending, notifying them of the availability of CLG grant funds. Potential CLG applicants are informed of the total amount of funds available, State priorities for funding, criteria to be used in selecting proposals to be funded (see below), a deadline for submitting requests, and a written description of what must be included in applications for CLG grants. What are the application procedures? Although application procedures and time frames vary from State to State, in general, the SHPO solicits grant proposals from its CLGs in the Fall. Applicants then submit a Grant Application (or Subgrant or Project Proposal) which describes the project and why it is needed, how the project is to be carried out and what its goals are, who will be doing the proposed work and their professional qualifications, a proposed budget and project schedule, and the specific products to be generated by the project. Applications are generally due at the end of the calendar year. Contact your SHPO for the specific deadlines in your State. (Applicants should also determine what local procedures and requirements, if any, must be satisfied prior to submitting a CLG grant application.) Who decides which applications are funded? Each SHPO sets its own funding priorities. In some States, greater weight may be given to one ~type of a project over another. Among the factors ,typically used to rate grant proposals are compatibili ,ty with the broad goals of the SHPO, urgenc?, of the project, significance of the historic properties, geographic distribution of grant funds, education and public awareness potential, and the adminis- trative and financial management capabili .ty of the applicant. On what grounds may SHPOs decline to fund an individual CLG grant request? CLG grants are competitive. While all CLGs are entitled to submit proposals, not all may get funding. SHPOs may decline to fund a proposal that does not adequately address the State's funding priorities, meet its selection criteria, have access to necessary professionals, or be ackievable ~-ithin the time period allowed or the budget proposed. However, States must base grant award decisions on the selection criteria included in the application instructions and notice of grant availabili .ry. Additionally, SHPOs max' choose not to fund a proposal if they have reason to believe that the applicant does not have the necessary experience or financial resources to carry, out the project or has not performed satisfactorily on a previous CLG grant. When are proposals selected? While time frames vary, successful applicants usually receive notification in the Spring that their proposal will be funded. In some States, recom- mendations about which proposals should receive funding by the professional staff of the SHPO must be approved by the State Review Board or the State Historical Commission. An agreement between the SHPO and the CLG stipulating the terms of the grant is generally signed in the Spring or Summer. When can work begin? Applicants for CLG funds must wait until the grant agreement between the SHPO and the CLG's chief elected local official, or his or her legal representa- five, is signed before starting work on any project. Unless spedfically authorized in writing by the SHPO, costs incurred prior to execution of the written agreement will not be paid. A CLG-f~inded publication highlighting a local preservation program. How long does the grant last? The schedule for completing the project will be outlined in the grant agreement. Most CLG grant projects are completed within 9 to 18 months. Projects undertaken with CLG grant funds must be completed in no more than two years from October 1, the start of the Federal fiscal year. Since the grant agreement usually is not signed until the Spring after the start of the Federal fiscal year (depending upon when Congress makes its appropriation), there is usually less than two years in which to complete the work. Multi-year projects require applying for separate grants in successive years and performing the work in phases. Can the time be extended? If circumstances outside of the control of the CLG make the terms of the grant agreement unachievable, the agreement may be modified or cancelled by mutual agreement between the SHPO and the CLG. For example, if inclement weather interferes with field survey and prevents completion of the work specified in the grant a~eement within the time period stipulated, a limited time extension may be granted or the scope of work and budget amended. However, extensions may not stretch the grant period bevond the two-year limit on the expenditure of H~F monies. (See question above.) When are the grant funds actually transferred to the CLG? Most CLG grants are reimbursable grants. CLGs must first pay the project costs and then submit a request to the SHP0 for reimbursement. Conse- quently, the CLG must have enough money "up- front" to be able to carry the project (including paying contractors) until it gets reimbursed. CLGs should learn the requirements and timing of the State's reimbursement procedures before the project begins. A ~neeting between a CLG historic preservation commission and other local preservationists. Does the CLG have to complete the project before being reimbursed? Not always. Depending on the t3.7~e of project funded, many SHPOs allow CLGs to submit reimbursement claims on an interim basis. Why is matching share required? In establishing a partnership between Federal, State, and local governments, the National Historic Preservation Act requires that HPF grants be matching grants. Underlying this requirement is the need for each of the parmers to share the costs of historic preservation. Matching grants ensure that there is strong State and local commitment to prOjects and result in more historic preservation work being performed than if Federal funds alone were involved. How can the grant be matched? Grants can be matched in two ways: in cash or through in-kind services (often called "soft match"). Generally, CLGs can combine these two types of match to meet the total amount required. Match requirements, however, vary. by State. A ceremony markqng the listing ora neighborhood in the National Register. Can the time spent by CLG staff on the project be counted as match? Yes. In most States, work on the project per- formed by the staff of the local government is considered part of the overall cost of the project and can be counted as part of the CLG's match. Copies of time sheets and pa,vroll printouts are required as documentation of employee time devoted to the project. CLGs must include staff time in the project budget, like any other cost, if they plan to claim it as match. Can the services of volunteers be counted as in-kind match? Yes. Many States allow services provided by volunteers, both professional and nonprofes- sional, to be counted as match bv CLGs. The work performed by volunteers must be a necessary part of the project and cannot be more than half its total cost. When used as ~natch, how are volunteer services valued? In order to claim volunteer services as in-kind match, CLGs must first establish the rate of pay for the .type of work performed by the volunteers. Often SHPO pay scales establish the maximum rate allowed for professionals. If a volunteer performs services outside his or her profession, the volunteer time must be valued at the Federal minimum wage rate (for example, an archeologist stuffing envelopes would be valued at minimum wage rate). Also, as evidence that volunteers contributed to the project, time records document- ing each volunteer's time must be submitted to the State. If a CLG chooses not to count volunteer services as match, does it still have to provide time records? No. In most States, documentation of volunteer time spent on a project is only required when the CLG ~ishes this contribution to count as part of its matching share. What other types of in-kind services can be counted as match? Most States allow CLGs to claim as match in-kind services such as supplies (i.e.,paper or film), developing photographs, photocop,ving, office rent, clerical support, or certain administrative costs when these are donated to the project by either the local government or a third party,. When a CLG chooses to count these supplies or services as match, documentation is required. What sort of reports muSt be turned in? Progress reports are usually required on an interim basis. These reports must include a description of what has actually been accom- plished and spent to date. SHPOs set the format for these reports and require preliminary prod- ucts, as appropriate. A final project report is also required upon completion of the grant. What sort. of procedures must be followed when a local government uses CL G grant funds to pay for consultants or contractors? Hiring consultants or contractors to perform part of the project must be done in accordance with acceptable State-established competitive procure- ment procedures compatible ~ith Federal requirements (and with whatever local proce- dures apply). Frequently, existing State and local government procedures that meet these require- ments are used. A certain number of qual/fied firms or individuals must be contacted to ensure a fair, open, and competitive selection process. Generally, at least three price quotations or bids must be obtained and the process must be documented. Architects, historians, or other professionals must meet qualification standards set by NPS. Selection may be based on experience, qualifications and cost, rather than cost alone. In many States, the SHPO requires that the CLG consult with it before consultants or contractors are selected. Can CLG grant funds be used to buy supplies or equipment? Yes. Most local, State, and Federal regulations require price comparisons and a competitive selection process in purchasing equipment, negotiating a lease, or procuring nonprofessional services. Generally, State and local prooxrement regulations apply. Some SHPOs require ~antees to request prior approval for purchases greater than $500 in value. How long must records on grant expenditures be kept? The grant agreement usually specifies records requirements. Documentation relating to the fiscal aspect of any grant project usually must be kept for a minimum of 3 years after the date of receipt of the last payment (i.e. reimbursement under a CLG grant), or until an audit for the grant period is accepted. Where can I find additional information on CLG grants? Your SHPO can answer any questions you might have. Many SHPOs have a grants manual describ- ing the procedures used in that State for applying for and administering CLG grants (including any additional State requirements beyond those described in this brochure). A field lecture held as part ofa CLG conference. State Historic Preservation Officers Ai..-~BAMA State Historic Preservation Officer, Alabama Historical Commission. ~ Monroe .~treet,Montgomery, Alabama 36130. ALASKA C.X.:ef. History. and Archeology, Department of Natural Resources. DV,'ision or' Parks and Outdoor Recreation, P.O. Box 107001, Anchorage, Alaska 99510-7001. ARIZONA Ch'~ef, Office of Historic Preservation, Arizona State Parks. ~.~ V,'. V,'asi,angton. Suite 415, Phoenix, Arizona 85007. ARKANSAS Director, Arkansas Historic Preservation Program. The Heritage Center. Suite 200. 225 E. Markham, Little Rock, Arkansas 72201. CALIFORNIA State Historic Preservation Officer, Office of Historic Preservataon. Department ot Parks and Recreation, P.O. Box 942896, Sacramento, California 94296.43001. COLORADO State Historic Preservation Officer and President. Colorado Historical Society. Colorado History. Museum, 1300 Broadway, Denver, Colorado 80203-2137. CONNECTICL'Ti State Historic Preservation Officer and Director. Connecticut Historical Commission, 59 South Prospect Street, Hartford, Connecucut 06106. DELAWARE Director. Bureau of Archaeology and Historic Preservatuon, 15 The Green, Dover. Delaware 19901. FLORIDA State Historic Preservation Officer and Director, Division of Historical Resources. Devartment of State, 500 So. Bronough St., Talahassee. FL 32399-0250. GEORGIA Chief. Historic Preservation Section, Department of Natural Resources. 1462 Floyd Towers East, 205 Butler Street, SE., Atlanta, Georgia 39334. I-L-~WAII State Historic Preservation Officer, Department of Land and Natural Resources. 53 South King Street, 6th Floor, Honolulu, Hawaii 96813. IDAHO Director. Idaho Historical Society, 210 Main SWeet, Boise. Idaho 83702. ILLINOIS AsSOCiate Director, Illinois Historic Preservation Agent'. Preservanon ~ervices Dis-ision. Old State Capitol, Springfield, Illinois 62701. INDIANA Sram Historic Preservation Officer and Director, Department of Natural Resources. 402 W. Washington Street. Room 256, lndiana~x)lis. Indiana 46204. IOWA Execunve Director, State Historical Society of iowa, Cap~tol Complex. East 6th & Locust. Des Moines, Iowa 50319. KAN'SAS Execunve Director, Kansas State Historical Society. 120 ~,%'est 10th Street. Topeka. Kansas 66612. KEN-rL'CKY 5.'~te Historic Preservation Officer & Director, Kentuckv Heritage CoUncil, Catmol Plaza Tower, 12th floor, Frankfort, Kentucky 40601. LOL'ISIANA Assistant Secretary, Office of Cultural Development. P O. Box 44247. Baton Rou~e. Louisiana 70804. .~L-~LNE Director. Maine Historic Preservation Commission, 55 Capitol Street, Station 65. Augusta, Maine 043334Xl65. MARYLAND Executive Director, Historical and Cultural Programs, Department of. Housing and Community Development, Peoples Resource Center, 100 Commumw Place, Crownsville0 Maryland 21032-2023. .~L-~.SSACHL'SSETS State Historic Preservation Officer and Executive Director, Massachusetts Historical Commission, 80 Boyiston Street, Suite 310. Boston, Massachusetts 02116. MICHIGAN Director, Bureau of History., Department of State, 71.' W. Allegan, [,,utsin~..Michigan 48918. .MLNN~TA Director, Minnesota Historical Society, 690 Cedar Street. St. Paul, .%~!n. esota 55101. .MIS$15$IPPI Director. State of Mississippi Department of Archives and History. P.O. Box 571. lackson, Mississippi 39205. .MISSOURI Director, Department of Natural Resources, P.O. Box 170. lefferson Cit.'. Missouri ~5102. MONTANA State Historic Pr~ervation Officer, Montana Historical Society. 225 North Roberts Strc~, Veterans Memorial Building, Helena, Montana 59620-9990. N£IIRASKA Director, Nebraska State Historical Society, 1500 R Street. P.O~ Box $~.5~4, Linco~,'Nebraska 68501. N'~s'ADA State Historic Preservation Officer, Department of Conservation and Natural Resources, Division of Historic Preservation and Archeology. Nye Building, Room 106, 201 So. Fall Street, CarsOn City, Nevada 89710. NEW HAMPSHIRE Director, Division of Historical Resources. P.O. BOx 2043, Concord, New Hampshir~ 03301. NEW JERSEY Commissioner, Dept. of Environmental Protection. CN-402, 401 East State street, Trenton, New Jersey 08625. N~¥ MEXICO Director, Historic Preservation Division, Office of Cultural Affairs. Villa Rivera. Room 101,228 E. Palace.Avenue, Santa Fe, New Mexico 87503. NEW YORK Commissioner. Oiflce of Parks. Recreation and Historic Preservation, Agency Buildme ..!. Empire State Plaza. Albany, New York 12238. NORTH CAROLINA Director. De~anment of Cultural Resources, Division of Archives and HiStory,, 109 East jones Street. Raleigh. North Carolina 27601. NORTH DAKOTA Superintendent. State Historical ~ciety of North Dakota, ND Heritage Center, Bismarck. North Dakota 58505. OHIO State Historic Preservanon Officer, Historic Preservation Division, Ohio Historical Society, 1985 Velma Avenue, Columbus. Ohio 43211. OKLAHOMA Executive Director, Oklahoma Historical Society, State Historic Preservation Office, 621 N. Robinson, Suite 375.Oldahoma City,Oklahoma 73102. OREGON Director, State Parks and Recreation Department, 525 Trade Street, SE, Salem, Oregon 97310. PENNSYLVANIA State Historic Preservation Officer, Pennsylvania Historical and Museum Commission, P.O. BOx 1026, Hamsburg, Pennsylvania 17108-1026. RHODE ISLAND State HiStoric Preservation Officer, Historical Preservation Commission, Old State House. 150 Benefit Street. Providence, Rhode Island 02903. SOUTH CAROLINA Director. Depar~.ent of Archives and History, P.O. BOx 11669, Capitol Station, Columbm. South Carolina 29211. SOUTH DAKOTA Director. State Historic Preservation Center, South Dakota Historical Society, 900 Governor Drive. Pierre. South Dakota 57501. TENNESSEE State Historic Preservation Officer and Commissioner, Department of Environment and Conservauon, 701 Broadway, Nashville, Tennessee 37243. TEXAS Executive Director. Texas Historical Commission, P.O. Box 12276, Capitol Station, Austin, Texas 78711. UTAH State Historic Preservation Officer and Director, Utah State Historical Society. 300 Rio Grande, Salt Lake Ci~. Utah 84101. VERMONT State Historic Preservation Officer, Agency of Development and Community Affairs, 109 State Street. Montpelier. Vermont 05609-1201. VIRGINIA State Historic Preservation Officer and Director, Department of Historic Resources, 221 Governor Street, Richmond. Virginia 23219. WASHINGTON Sate Historic Preservation Officer, Office of Archeology and Historic preservation, 111 21st Avenue, SW, P.O. BOx 48343, Olympia, Washington 98504-8343. WEST VIRGINIA State Historic Preservation Officer and Commissioner, Division of Culture and History, Cap~toi Complex, Charleston, West Virginia 25305. WISCONSIN State Historic Preservation Officer and Director, Historic Preservation Division, State Historical Society. 816 State Street, Madison, Wisconsin 53706. WYOMING State Historic Preservation Officer. Wyoming State Historic Preservation Office, Department of Archives, Museums and History, Barett Bldg. 2301 Central, Cheyenne, Wyorran$ 82002. National Park Service Offices ALASKA REGIONAL OFFICE National Park Ser~ce. 2525 Gambell Street, Anchorage, Alaska 99503-2690. MID-ATLANTIC REGIONAL OFFICE National Park Service, 143 South Third Street, Philadelphia, Pennsvivania 19106. ROCKY MOUNTAIN REGIONAL OFFICE National Park Service, 75 Sprin8 Street, SW, Atlanta. Georgia 50303. WESTER~N REGIONAL OFFICE National Park Service. 600 Harrison Street, Suite 600. San Francisco. CalLforma 94107-1372. SOUTHEAST REGIONAL OFFICE National Park Service, 75 Spring Street, SW, Atlanta. Georgia 30303. CERTIFIED LOCAL GOVERNMENT PROGRAM Interagency Resources Division (413), National Park 5erx'~ce. P.O. Box 37127, Washington, DC 20013- 7127. Acknowledgements This brochure was developed by staff of the Interagency Resources Division, National Park Service, Washing, ton Office with assistance from the Preservation Assistance Division and NPS Regi~ 'onal Offices, in particular, the Grants and Management Services Division of the Mid-Atlantic Regional Office. Additional input was provided by SHPO CLG Coordinators and Grants Managers across the count~'. Photographs were provided by Pratt Cassity, Executive Director, National Alliance of Preservanon Commissions. This booklet describes the Federal Historic Preserva- 'lion Tax Incentives program in general terms only. For more detailed information, including copies of appli- cation forms, regulations, and other program informa- tion, contact one of the offices listed on pages 25-28. The Tax Reform Act of 1986, as amended, is complex. Readers should consult an accountant, tax attorney, or other professional tax advisor, legal counsel, or the In- ternal Revenue Service for help in determining the tax and other financial implications of any matter dis- cussed here. Department of the Interior regulations governing the proce~tures for obtaining historic preservation certifi- cations are more fully explained in Title 36 of the Code of Federal Regulations, Part 67. The Internal Revenue Service regulations governing the tax credits for rehabilitation are contained in Treasury Regula- tion Section 1.48-12. These sets of regulations take precedence in the event of any inconsistency with this booklet. Prepared by MichaeIJ. Auer Heritage Preservation Services National Park Service 1996 Cover photo: The Brentwood, Philadelphia, Pennsylvania (1905). After undergoing rehabilitation for 43 units of affordable housing. Courtesy Brentwood Parkside Associ- ates, a joint venture of Pennrose Properties, Inc. and the Parkside Historic Preservation Corporation. © 1996 Don. Rouse Photographer. Table of Contents Preservation Tax Incentives .................... 2 What Is a Tax Credit? ......................... 3 20% Rehabilitation Tax Credit .................. 4 Rehabilitation Tax Credits: Who Does What? ..... 12 10% Rehabilitation Tax Credit ................. 14 The 10% or 20% Credit: Which One Applies? .... 15 Other Tax Proxisions Affecting Use of Preservation Tax Incentives ................. 16 Rehabilitations Involving Governments and Other Tax-Exempt Entities .................. 18 Other Tax Incentives for Historic preservation .... 19 The Secretarv of the Interior's Standards · for Evaluating Significance Within Registered Historic Districts ........... 21 The Secretarv of the Interior's Standards for Rehabilitation ......................... 22 For More Information ........................ 24 National Park Service, Internal Revenue Service and State Historic Preservation Officers ....... 25 2 Preservation Tax Incentives Historic buildings are tangible links with the past. They help give a community a sense of identity, stability and orientation. The Federal government encourages the preservation of historic bUildings through various means. One of these is the program of Federal tax incentives to support the rehabilitation of historic and older buildings. The Federal Historic Preservation Tax Incentives program is one of the Federal government's most successful and cost- effective communi~,' revitalization programs. The Preservation Tax Incentives reward private investment in rehabilitating historic properties such as offices, rental housing, and retail stores. Since 1976, the National Park Service has administered the program in partnership with the Internal Revenue Service and with State Historic Preservation Officers. The tax incentives have spurred the rehabilitation of historic structures of every · period, size, s~'le and t3,pe. They have been instrumental in preserving the historic places that give cities, towns and rural areas their special character. The tax incentives for preservation attract new private investment to the historic cores of cities and towns. They also generate jobs, enhance propert3' values, and augment revenues fbr State and local governments through increased propert3; business and income taxes. The Preservation Tax Incentives also help create moderate and low-income housing in historic buildings. Through this program, abandoned or underused schools, warehouses, factories, churches, retail stores, apartments, hotels, houses, and offices throughout the country have been restored to life in a manner that maintains their historic character. Current tax incentives for preservation, established the Tax Reform Act of 1986 (PL 99-514' Internal Revenue Code Section 47 [formerly Section 48(g) ]) include: · a 20% tax credit for the certified rehabilitation of certified historic structures. · a 10% tax credit for the rehabilitation of non- historic, non-residentialbuildings built before 1936. For both credits, the rehabilitation must be a substantial one and must involve a depreciable building. (These terms will be explained later.) What Is a Tax Credit? A tax credit differs from an income tax deduction. An income tax deduction lowers the amount of income subject to taxation. A tax credit, however, lowers the amount of tax owed. In general, a dollar of tax credit reduces the amount of income tax owed bv one dollar. · The 20% rehabilitation tax credit equals 20% of the amount spent in a certified rehabilitation of a certified historic structure. · The 10% rehabilitation tax credit equals 10% of the amount spent to rehabilitate a non-historic building built before 1936. A mon Clarence Thomas House, New Harmony, Indiana (1899). Courtesy C. Scott McDonald. 4 20% Rehabilitation Tax Credit What is a"certified historic structure?" The Federal historic preservation tax incentives program (the 20% credit) is jointly administered by the U.S. Department of the Interior and the Department of the Treasury. The National Park Service (NPS) acts on behalf of the Secretary of the Interior, in partnership with the State Historic Preservation Officer (SHPO) in each State. The Internal Revenue Service (IRS) acts on behalf of the Secretary of the Treasury. Certification requests (requests for approval for a taxpayer to receive these benefits) are made to the National Park Service through the appropriate State Historic Preservation Officer (SHPO). Comments by the SHPO on certification requests are fully considered by the NPS. However, approval of projects undertaken for the 20% tax credit is conveyed only in writingby duly authorized officials of the National Park Service. For a description of the roles of the NPS, the IRS and the SHPO, see "Tax Credits: Who Does What?" on pages 12-13. The 20% rehabilitation tax credit applies to any project that the Secretary of the Interior designates a certified rehabilitation of a certified historic structure. The 20% credit is available for properties rehabilitated for commercial, industrial, agricultural, or rental residential purposes, but it is not available for properties used exclusively as the owner's private residence. 431 Union Avenue, SE, Grand Rapids, Michigan (ca. 1880). After reha- bilitation for contin- ued residential use. Courtesy Donald Smalligan. A certified historic structure is a building that is listed individually in the National Register of Historic Places --OR-- a building that is located in a registered historic district and certified by the National Park Service as contributing to the historic significance of that district. The "structure" must be a building--not a bridge, ship, railroad cra; or dam. (A ,registered historic district is any district listed in the National Register of Historic Places. A State or local historic district may also qualify as a registered historic district if the district and the enabling statute are certified by the Secretary of the Interior.) OBTAINING CERTIFIED HISTORIC STRUCTURE STATUS Owners of buildings within historic districts must complete Part 1 of the Historic Preservation Certification Application--Evaluation of Significance. The owner submits this application to the SHPO. The SHPO reviews the application and forwards it to the NPS with a recommendation for approving or denying the request. The NPS then determines whether the building contributes to the historic district. If so, the building then becomes a "certified historic structure. The NPS bases its decision on the Secretary of the Interior's "Standards for Evaluating Significance within Registered Historic Districts "which appear on page 21. Buildings individually listed in the National Register of Historic Places are alreadv certified historic structures. Owners of these buildings need not complete the Part 1 application. Property. owners unsure if their building is listed in the National Register or if it is located in a National Register or certified State or local historic district should contact their SHPO. 6 7 WHAT IF MY BUILDING IS NOT YET LISTED IN THE NATIONAL REGISTER? Owners of buildings that are not yet listed individually in the National Register of Historic Places or located in districts that are not yet registered historic districts may use the Historic Preservation Certification Application, Part 1, to request a preliminary determination of significance from the National Park Service. Such'a determination may also be obtained for a building located in a registered historic district but that is outside the period or area of significance of the district. A preliminary determination of significance allows the owner to proceed with the rehabilitation project while the process of nominating a building or a district continues. Preliminary determinations, however, are not binding. They become final only when the building or the historic district is listed in the National Register or when the district documentation is amended to include additional periods of areas of significance. What is a"certified rehabilitation?" The National Park Service must approve, or "certify," all rehabilitation projects seeking the 20% rehabilitation tax credit. A certified rehabilitation is a rehabilitation of a certified historic structure that is approved by the NPS as being consistent with the historic character of the propert3.' and, where applicable, the district in which it is located. The NPS assumes that some alteration of the historic building will occur to provide for an efficient use. However, the project must not damage, destroy, or cover materials or features, whether interior or exterior, that help define the building's historic character. APPLICATION PROCESS Owners seeking certification of rehabilitation work must complete Part 2 of the Historic Preservation Certification Application---Description of Rehabilitation. Long-term lessees may also apply if their lease is 27.5 years for residential property, or 39 years for nonresidential property. The owner submits the application to the SHPO. The SHPO provides technical assistance and literature on appropriate rehabilitation treatments, advises owners on their applications, makes site visits when possible, and forwards the application to the NPS, with a recommendation. The NPS reviews the rehabilitation project for conformance with the "Secretary of the Interior's Standards for Rehabilitation," and issues a certification decision. The entire project is reviewed, including related demolition and new construction, and is certified, or approved, only if the overall rehabilitation project meets the Standards. These Standards appear on pages 22-23. Both the NPS and the IRS strongly encourage owners to apply before they start work. After the rehabilitation work is completed, the owner submits Part 3 of the Historic Preservation Certification Application--Request for Certification of Completed Work to the SHPO. The SHPO forwards the application to the NPS, with a recommendation as to certification. The NPS then evaluates the completed project against the work proposed in the Part 2--Description of Rehabilitation. Only completed projects that meet the Standards for Rehabilitation are approved as "certified rehabilitations" for purposes of the 20% rehabilitation tax credit. PROCESSING F~s The NPS charges a fee for reviewing applications, except where the total rehabilitation cost is under $20,000. Fees are charged according to a two-tiered system: a preliminary fee and a final fee. The preliminary fee is $250. It covers NPS review of proposed rehabilitation work. The final fee covers NPS review of completed projects. The final fee amount depends on the cost of the rehabilitation, according to the fee schedule below. The preliminary fee is deducted from the final fee. Pavment should not be sent until requested by the NPS. The NPS will not issue a certification decision until payment has been received. Fee Cost of Rehabilitation. $500 $20,000 to $99,999 $800 $100,000 to $499,999 $1,500 $500,000 to $999,999 $2,500 $1,000,000 or more IRS RzQtnwavw~rs To be eligible for the 20% rehabilitation tax credit, a project must also meet the following basic tax requirements of the Internal Revenue Code: · The building must be depreciable. That is, it must be used in a trade or business or held for the production of income. It may be used for offices, for commercial, industrial or agricultural enterprises, or for rental housing. It may not serve exclusively as the owner's private residence. · The rehabilitation must be substantial That is, during a 24-month period selected by the taxpayer, rehabilitation expenditures must exceed the greater of $5,000 or the adjusted basis of the building and its structural components. The adjusted basis is generally the purchase price, minus the cost of land, plus improvements already made, minus depreciation already taken. Once the substantial rehabilitation test is met, all qualified expenditures, including those incurred outside of the measuring period, qualitS.' for the credit. · If the rehabilitation is completed in phases, the same rules apply, except that a 60-month measuring period applies. This phase rule is available only if: (1) there is a set of architectural plans and specifications for all phases of the rehabilitation, and (2) it can reasonably be expected that all phases of the rehabilitation will be completed. · The property, must be placed in service (that is, returned to use). The rehabilitation tax credit is generally allowed in the' taxable ).'ear the rehabilitated properD' is placed in service. · The building must be a certified historic structure when it is placed in service; if it is not yet a certified historic structure when it is placed in service, the owner must have requested on or before the date that the building was placed in service a determination from the NPS that the building is a certified historic structure, and have a reasonable expectation that the determination will be granted. (This means, generall); for buildings not indi~4dually listed in the National Register of Historic Places, that Part 1 of the Historic Preservation Certification Application must have been filed before the building was placed in service.) · Qualified rehabilitation expenditures include costs associated with the work undertaken on the historic building, as well as architectural and engineering fees, site survev fees, legal expenses, development fees, and other construction-related costs, if such costs are added to the basis of the property., and are determined to be reasonable and related to the services performed. They do not include costs of acquiring or furnishing the building, new additions that expand the existing building, new building construction, or parking lots, sidewalks, landscaping, or other facilities related to the building. 10 II GETFING YOUR PROJECT APPROVED~ OR "CERTIFIED" Tens of thousands of projects have been approved for the historic preservation ~x credit. Observing the following points will make approval of your project easier: · Apply as soon as possible~referably before beginning work. Consult with the SHPO as soon as you can. Read carefully the program application, regulations, and any other information the SHPO supplies. Submit your application early in the project planning. Wait until the project is approved in writing by the NPS before beginning work. Work undertaken prior to approval bv the NPS may jeopardize certification. In the case of properties not yet designated certified historic structures, apply before the work is completed and the building placed in service. · Photograph the building inside and outside--before and after the project. "Before" photographs are especially important. Without them. it may be impossible for the NPS to approve a project. · Read and follow the "Secretary of the Interior's Standards for Rehabilitation" and the "Guidelines for Rehabilitating Historic Buildings." If you are unsure how they apply to vour building, consult with the SHPO or the NPS. · Once you have applied, alert the SHPO and the NPS to any changes in the project. Claiming the 20% Rehabilitation Tax Credit Generally, the tax credit is claimed on IRS form 3468 for the tax year in which the rehabilitated building is placed in service. For phased projects, the tax credit may be claimed before completion of the entire project provided that the substantial rehabilitation test has been met. If a building remains in service throughout the rehabilitation, then the credit may be claimed when the substantial rehabilitation test has been met. The IRS requires that the NPS certification of completed work (Application Part 3) be filed with the tax return claiming the tax credit. If final certification has not yet been received when the taxpayer files the tax return claiming the credit, a copy of the first page of the Historic Preservation Certification Application--Part 2 must be filed with the tax return. The copy of the application filed must show evidence that it has been received by either the SHPO or the NPS (date-stamped receipt or other notice is sufficient). If the taxpayer then fails to receive final certification within 30 months after claiming the credit, the taxpayer must agree to extend the period of assessment. If the NPS denies certification to a rehabilitation project, the credit will be disallowed. RE~ or Tim CREorr The owner must hold the building for five full years after completing the rehabilitation, or pay back the credit. If the owner disposes of the building within a year after it is placed in service, 100% of the credit is recaptured. For properties held between one and five years, the tax credit recapture amount is reduced by 20% per year. The NPS or the SHPO may inspect a rehabilitated properS, at any time during the five-year period. The NPS mav revoke certification if work was not done as · described in the Historic Preservation Certification Application, or if unapproved alterations were made for up to five years after certification of the rehabilitation. The NPS will noti~ the IRS of such revocations. DEPRECIATION Rehabilitated propert), is depreciated using the straight-line method over 27.5 years for residential property, and over 39 years for nonresidential propert),. The depreciable basis of the rehabilitated building must be reduced by the full amount of the tax credit claimed. Rehabilitation Tax Credits: Who Does What? The Federal historic preservation tax incentives program is a partnership among the National Park Service (NPS), the State Historic Preservation Officer (SHPO), and the Internal Revenue Service (IRS). Each plays an important role. SHPO · Serves as first point of contact tbr property owners. · Provides application forms, regulations, and other program information. · Maintains complete records of the State's buildings and districts listed in the National Register of Historic Places, as well as State and local districts that may qualify as registered historic districts. · Assists anyone wishing to list a building or a district in the National Register of Historic Places. · Pro~4des technical assistance and literature on appropriate rehabilitation treatments. · Advises owners on their applications and makes site visits on occasion to assist owners. · Makes certification recommendations to the NPS. NPS · Reviews all applications for conformance to the Secretary of the Interior's Standards for Rehabilitation. 13 · Issues all certification decisions (approvals or denials) in writing. · Transmits copies of all decisions to the IRS. · Develops and publishes program regulations, the Secretary of the Interior's Standards for Rehabilitation, the Historic Preservation Certification Application, and information on rehabilitation treatments. · Publishes regulations governing which rehabilitation expenses quali~, the time periods for incurring expenses, the tax consequences of certification decisions bv NPS, and all other procedural and legal matters concerning both the 20% and the 10% rehabilitation tax credits. · Answers public inquiries concerning legal and financial aspects of the Rehabilitation Tax Credit program, and publishes the audit guide, Market Segment Specialization Program: Rehabilitation Tax Credit, to assist owners. · Insures that only parties eligible for the rehabilitation tax credits utilize them. Pacific Hotel Apartments (historic name: Leamington Hotel and Apartments), Seattle, l/Vashington (1915). Rehabilitated to provide 112 units of housing for low income and homeless people. Courtesy Stickney & Murphy. Photograph: Mike Romine. 14 10% Rehabilitation Tax Credit The 10% rehabilitation tax credit is available tbr the rehabilitation of non-historic buildings built before 1936. As with the 20% rehabilitation tax credit, the 10% credit applies only to buildings--not to ships, bridges or other structures. The rehabilitation must be substantial, exceeding either $5,000 or the adjusted basis of the propers, whichever is greater. And the property, must be depredable. The 10% credit applies only to buildings rehabilitated for non-residential uses. Rental housing would thus not qualify,. Hotels, however, would quali~'. They are considered to be in commercial use, not residential. A building that has been moved is ineligible fbr the 10% rehabilitation credit. (A moved certified historic structure, however, can still be eligible for the 20% credit.) Furthermore, projects undertaken for the 10% credit must meet a specific physical test for retention of external walls and internal structural framework: · at least 50% of the building's walls existing at the time the rehabilitation began must remain in place as external walls at the work's conclusion, and · at least 75% of the building's existing external walls must remain in place as either external or internal walls, and · at least 75% of the building's internal structural framework must remain in place. 15 Claiming the 10% Rehabilitation Tax Credit The tax credit must be claimed on IRS form 3468 for the tax year in which the rehabilitated building is placed in service. There is no formal review process for rehabilitations of non-historic buildings. The 10% or 20% Credit: Which One Applies? The 10% rehabilitation tax credit applies only to non- historic, non-residential buildings built before 1936. The 20% rehabilitation tax credit applies only to certified historic structures, and may include buildings built after 1936. The two credits are mutually exclusive. Only one applies to a given project. Which credit applies depends on the building--not on the owner's preference. Buildings listed in the National Register of Historic Places are not eligible for the 10% credit. Buildings located in National Register listed historic districts or certified State or local historic districts are presumed to be historic and are therefore not eligible for the 10% credit. Owners of buildings in these historic districts may claim the 10% credit only if they file Part 1 of the Historic Preservation Certification Application with the National Park Service and receive a determination that the building does not contribute to the district and is not a certified historic structure. Owners of historic buildings denied certification for the 20% credit may not claim the 10% credit. OtherTax Provisions Affecting Use of Preservation Tax Incentives A number of provisions in the Internal Revenue Code affect the wav in which real estate investments are · treated generally. These provisions include the alternative minimum tax, the "at-fish" rules, and. most importantly, the passive activitv limitation. What these provisions mean, in practice, is that many taxpayers may not be able to use in one year all of the tax credits earned in a certified rehabilitation project. A brief discussion of these matters follows. Readers should seek professional advice concerning the personal financial implications of these provisions. Passive Activity Limitation The passive activity limitation provides that losses and credits from "passive" income sources, such as real estate limited partnerships, cannot be used' to offset tax liability, from "active" sources such as salaries. This passive activity, limitation does not apply to: · Most regular corporations. · Real estate professionals who materially participate in a real property, trade or business and who satisfy eligibili~, requirements regarding the proportion and amount of time spent in such businesses. For other taxpayers, two exceptions apply: a general exception and a specific exception for certified rehabilitations. GENERAL PassIW Loss Rtaxa Taxpayers with incomes less than $100,000 (generally, adjusted gross income with certain modifications) max' take up to $25,000 in losses annually from rental properties. This $25,000 annual limit on losses is 17 reduced for individuals with incomes between $100,000 and $150,000 and eliminated for individuals with incomes over $150,000. Passnm C~o~ EXEMPTION Individuals, including limited partners, with adjusted gross incomes of less than $200,000 (and, subject to phase out, up to $250,000) investing in a rehabilitation credit project may use the tax credit to offset the tax owed on up to $25,000 of income. Thus, a taxpayer in the 36% tax bracket could use $9,000 of tax credits per year (36% x $25,000 = $9,000). Unused tax credits mav be "carried forward" indefinitely until used up. This $25,000 amount is first reduced by losses allowed under the general "passive loss" rule above for taxpayers with incomes less than $150,000. At-Risk Rules Under Internal Revenue Code Section 465, a taxpayer may deduct losses and obtain credits from a real estate investment only to the extent that the taxpayer is "at- risk" for the investment. The amount that a taxpayer is "at-risk" is generally the sum of cash or property contributions to the project plus any borrowed money for which the taxpayer is personally liable, including certain borrowed amounts secured by the properB, used in the project. In addition, in the case of the activin? of holding real properS,, the amount "at-risk" includes qualified non-recourse financing borrowed from certain financial institutions or government entities. Alternative Minimum Tax Taxpayers who are not required to pay tax under the regular tax system may still be liable for tax under the 18 alternative minimum tax laws. )alternative minimum taxable income is computed from regular taxable income with certain adjustments and the addition of all appropriate tax preference items. Nonrefundable credits, such as the rehabilitation tax credit, may not be used to reduce the alternative minimum tax. If a taxpayer cannot use the tax credit because of the alternative minimum tax, the credit can be carried back or forward. Rehabilitations Involving Governments and OtherTax-Exempt Entities Propers, used by governmental bodies, nonprofit organizations, or other tax-exempt entities is not eligible for the rehabilitation tax credit if the tax- exempt entit3, enters into a disqualified lease (as the lessee) fbr more than 35% of the propert3,. A disqualified lease occurs when: · Part or all of the property, was financed directly or indirectly by an obligation in which the interest is tax-exempt under Internal Revenue Code Section 103(a) and such entity, (or related ientity) participated in such financing; or, · Under the lease there is a fixed or determinable price for purchase or an option to buv which involves such entity, (or related entity)' or, · The lease term is in excess of 20 years; or, · The lease occurs after a sale or lease of the property and the lessee used the propert3, before the sale or lease. OtherTax Incentives for Historic Preservation 19 Other Federal and State tax incentives exist for historic preservation. They may be combined with the rehabilitation tax credit. Charitable Contributions for Historic Preservation Purposes Internal Revenue Code Section 170(h) and Department of the Treasury Regulation Section 1.170A-14 provide for income and estate tax deductions for charitable contributions of partial interests in historic property (principally easements). The Tax Reform Act of 1986 retained these provisions. Generally, the IRS considers that a donation of a qualified real propert3, interest to preserve a historically, important land area or a certified historic structure meets the test of a charitable contribution for conservation purposes. For purposes of the charitable contribution provisions only, a certified historic structure need not be depreciable to qualify,, may be a structure other than a building and may also be a portion of a building such as a facade, if that is all that remains, and may include the land area on which it is located. The IRS definition of historically important land areas includes: · independently significant land areas, including any related historic resources that meet National Register Criteria for Evaluation' · land areas within registered historic districts, including buildings, that contribute to the significance of the historic district; and, · land areas adjacent to a propert3, indMdually listed in the National Register of Historic Places (but not within a historic district) where physical or environmental features of the land area contribute to the historic or cultural integrit3, of the historic propert3,: State Tax Incentives A number of States offer tax incentives for historic preservation. They include tax credits for rehabilitation, tax deductions for easement donations, and property, mx abatements or moratoriums. The SHPO will have information on current State programs. Requirements for State incentives may differ from those outlined here. Investment Tax Credit for Low Income Housing The Tax Retbrm Act of 1986 (IRC Section 42) also established an investment tax credit for acquisition, construction, or rehabilitation of low income housing. The credit is approximately 9% per year for 10 years for each unit acquired, constructed, or rehabilitated without other Federal subsidies and approximately 4% for 10 years for units involving the 20% rehabilitation tax credit, Federal subsidies or mx-exempt bonds. Units must meet tests for cost per unit and number of units occupied by indi~4duals with incomes below area median income. The law sets a 15-year compliance period. Credits are allocated bv State Housing Credit ,.~%~ ~[~~. Agencies. 21 The Secretary of the Interior's Standards for Evaluating Significance Within Registered. Historic Districts The following Standards govern whether buildings within a historic district contribute to the significance of the district. Owners of buildings that meet these Standards may apply for the 20% rehabilitation tax credit. Buildings within historic districts that meet these Standards cannot qualify for the 10% credit. 1. A building contributing to the historic significance of a district is one which by location, design, 'setting, materials, workmanship, feeling and association adds to the district's sense of time and place and historical development. 2. A building not contributing to the historic significance of a district is one which does not add to the district's sense of time and place and historical development: or one where the location, design, setting, materials, workmanship, feeling and association have been so altered or have so deteriorated that the overall integrity of the building has been irretrievably lost. 3. Ordinarily buildings that have been built within the past 50 years shall not be considered to contribute to the significance of a district unless a strong justification concerning their historical or architectural merit is given or the historical attributes of the district are considered to be less than 50 years old. Hotel St. Benedicts Flats, Chi- . cago, Illinois (1882-1883). Courtesy L R Development Co. 22 The Secretary of the Interior's Standards for Rehabilitation Rehabilitation projects must meet the following Standards, as interpreted by the National Park Service, to qualify,, as "certified rehabilitations" eligible for the 20% rehabilitation tax credit. The Standards are applied to projects in a reasonable manner, taking into consideration economic and technical feasibility. The Standards (36 CFR Part 67) apply to historic buildings of all periods, styles, types, materials, and sizes. They apply to both the exterior and the interior of historic buildings. The Standards also encompass related landscape features and the building's site and environment as well as attached, adjacent, or related new construction. 1. A propert),., shall be used for its historic purpose or be placed in a new use that requires minimal change to the defining characteristics of the building and its site and environment. 2. The historic character of a property, shall be retained and preserved. The removal of historic materials or alteration of features and spaces that characterize a property shall be avoided. 3. Each property, shall be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or architectural elements from other buildings, shall not be undertaken. 4. Most properties change over time; those changes that have acquired historic significance in their own right shall be retained and preserved. 5. Distinctive features, finishes, and construction techniques or examples of craftsmanship that characterize a historic property, shall be preserved. 23 6. Deteriorated historic features shall be repaired rather than replaced. Where the severiW of deterioration requires replacement of a distinctive feature, the new feature shall match the old in design, color, texture, and other visual qualities and, where possible, materials. Replacement of missing features shall be substantiated by documentary, physical, or pictorial evidence. 7. Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest means possible. 8. Significant archeological resources affected by a project shall be protected and preserved. If such resources must be disturbed, mitigation measures shall be undertaken. 9. New additions, exterior alterations, or related new construction shall not destroy historic materials that characterize the property. The new work shall be differentiated from the old and shall be compatible with the massing, size, scale, and architectural features to protect the historic integrity of the property, and its environment. 10. New additions and adjacent or related new construction shall be undertaken in such a manner that if removed in the future, the essential form and integri~ of the historic property and its environment would be unimpaired. 24 For More Information For more information on tax incentives for historic preservation, contact the NPS. the IRS, or one of the SHPOs listed below. Available information includes: · A Catalogof NPS publications on appropriate methods to preserve historic buildings. These include Guidelines for Rehabilitating Historic Buildings, Preservation Briefs, and many others. · The Historic Preservation Certification Application (a 3-part tbrm' Part lmEvaluation of Significance; Part 2--Description of Rehabilitation; Part 3- Request for Certification of Completed Work). · Department of the Interior, National Park Service, regulations on "Historic Preservation Certifications." [36 CFR Part 67]. ' · Department of the Treasury, Internal Revenue Service, regulations on "Investment Tax Credit for Qualified Rehabilitation Expenditures." [Treasury Regulation Section 1.48-12]. · Market Seg'ment Specialization Program: Rehabilitation Tax Credit (available only from the IRS). National Park Service, Internal Revenue Service and State Historic Preservation Officers National Park Service Preservation Tax Incentives Technical Preservation Services Heritage Preservation Services-2255 National Park Service P.O. Box 37127 Washington, D.C. 20013 202-343-9578 e-mail' hps-info@nps.gov Internet: http://www, cr. nps.gov Internal Revenue Service Internal Revenue Service Rehabilitation Tax Credit Compliance Unit P.O. Box 12040 Philadelphia, PA 19105 Internet: http://www, irs.ustreas.gov State Historic Preservation Officers 25 Edward McGovern Tobacco Warehouse. Lancaster, Pennsylva- nia (ca. 1880). Rehabilitated for commercial use. Courtesy: Michael Oehrlein. Photograph: Historic Preservation Trust of Lancaster County. ~AMA, Executive Director, Alabama Historical Com- mission, 468 South Perry Street, Montgomery, AL 36130- 0900, 334-242-3184. ALAS~, Chief, History and Archeol- · ogy, Department of Natural Resources, Division of Parks and Outdoor Recreation, 3601 C Street, Suite 1278, An- chorage, AK 99503-5921,907-269-8721. ARIZONA, State Historic Preservation Officer, Office of Historic Preserva- tion, Arizona State Parks, 1300 W. Washington, Phoenix, AZ 85007, 602-542-4009. ARKANSAS, Director, Arkansas Historic ter Street, Little Rock, AR 72201, 501-324-9880. CALIFORNIA, State Historic Preservation Officer, Office of Historic Preservation, Department of Parks and Recre- ation, PO Box 942896, Sacramento, CA 94296-0001, 916- KENAI CITY COUNCIL MEETING MINUTES FEBRUARY 16, 2000 PAGE 7 ordinance of what may or may not be allowed on residential properties. the Commission was very adamant to hold a work session with council. Additionally, Attorney Graves reported he wrote a livestock ordinance for Commissioner Goecke and it had gone through several drafts. He noted, he wrote the ordinance on the guidelines of what Goecke had suggested and submitted it to Animal Control Officer Godek for his review. Godek had some issues with the ordinance and Graves passed that information on to Goecke. Graves added, there was a draft ordinance on the table for review and it had been forwarded to the Commission. Kebschull explained, the Commission reviewed the draft ordinance at their September meeting and that was when Bannock requested it be held for a work session. She added, the ordinance as it was drafted, would limit livestock to the Rural Residential Zone, to lots equal or greater than three acres. Graves noted, livestock, in the draft ordinance, was defined as large animals, i.e. cows, alpacas, horses, etc. He added, chickens and small farm animals were not covered in the ordinance. Graves stated, the ordinance was drafted for debate and was not the final version. It was questioned whether the ordinance would allow for grandfather fights and Graves answered, yes. He explained, the grandfathered lots would be addressed as non-conforming use to cover that scenario. Council approved a work session with the Planning & Zoning Commission on March 15 at 6'00 p.m. Clerk Freas was requested to remind council of the work session. Ross reported, he would be filing a letter of appeal with Clerk Freas in regard to the Commission's approval of an encroachment permit at 1110 Channel Way, Kenai. D-7. Miscellaneous Commissions and Committees D-7a. Beautification Committee-- Councilwoman Swarner reported the Committee met on February 8 and discussed goals and objectives, as well as a theme for the summer. They also discussed an Adopt-A-Park program, weeding, and a Yard- of-the-Week program. She added, if council had suggestions about the Yard-of-the- Week program to talk to her or Parks & Recreation Director Frates. Councilwoman Porter stated she wanted to sponsor one of the circle planters and added, she would be happy to have volunteers from council to work with her. Ii-7b. Historic District Board -9 discussion was moved ahead and held at place in the meeting. tk~ Ituhndorf-- Noted he was the current chair of the Historic District Board. uhndorf stated he was aware the Board was under scrutiny, the meetings were cut o four a year, and establishing quorums had been a problem. He suggested the KENAI CITY COUNCIL MEETING MINUTES FEBRUARY 16, 2000 PAGE 8 Board had also listed too goals and objectives last and were unable to many year accomplish them. Huhndorf added, he believed retaining the Board had merits when considering the reqUirements of the Historic Preservation Act of 1966. Huhndorf noted the letter from Bill Kluge (added to the agenda) explained the Board chose only one goal this year, i.e. developing an area where the old machinery now stored could be exhibited to accompany the walking tour. Councilman Moore noted there were three members of the Board present, i.e. Ethel Clausen, Emily DeForest, and Mike Huhndorf. He added, DeForest informed him prior to the meeting that she had done some research and found grant money was available for "bricks and mortar" for preservation of articles. Councilwoman Porter thanked Huhndorf for attending the meeting. She asked if he knew if it was a lack of interest that was keeping members from attending the meetings and if it was a lack of interest, was there a point to keeping the Board. Huhndorf answered he had been a member of the Board for approximately five years. He was unsure of why other members did not attend meetings. He noted there had been several resignations and suggested lack of communication was a problem in promoting enthusiasm for history. Porter noted, because the Board had a project, it might encourage enthusiasm on the Board. Huhndorf stated, with the Board focusing on one goal and having members with a fair amount of knowledge, he believed they had a better chance of succeeding. He also noted, in nominating properties as historical sites, he didn't know if it should stop with the Townsite District Zone. Councilwoman Swarner noted there were several applications included in the packet for both the Beautification Committee and Historic District Board. She noted she spoke with one of the applicants who listed interest in both the Committee and Board and wanted to be appointed to the Board. Swarner added, she wanted to see the Board functioning, especially if there were people who wanted to be involved. She noted, she was concerned about the quorum issue and suggested the time and day of meetings needed to be considered in setting the meetings. Huhndorf suggested he, as chair, needed to be more active and thought with only four meetings a year, more phone communication was needed. Councilman Bookey stated he had concern about the continuation of the Board for some time. He added, when the Board was formed, he understood it was their charge to take care of the activities of construction or development in Old Town. He noted, he believed the Board had gotten into a program where they wanted to do projects and didn't believe that was ever their charge. Bookey added, he wasn't saying that couldn't be part of their charge, but he felt the focus was lost. He added, he believed Board was to be in line with the Planning & Zoning Commission so that if there KENAI CITY COUNCIL MEETING MINUTES FEBRUARY 16, 2000 PAGE 9 fwas development going on in Old Town, the Board would be involved. Bookey stated, if there were no quorums and no meetings, and there was development in Old Town, there would be a problem. Bookey referred to the information included in the packet in which it suggested the Board could have only two meetings a year or be on call. He stated he had some hesitancy to do that. Porter asked Huhndorf if the Board was getting the help needed from administration. Huhndorf answered, he had no complaints about the help or lack of it. He added, he hoped the historic nature of the community could be enhanced and thought the Board was an excellent way in which to do it. Bookey stated he believed there were two issues: taking on projects and to aid in regulation of development in the Townsite District Zone. Williams stated he believed the Board had accomplished the task they set out to do and what council envisioned them to do was yet to be completed. He noted, he believed boards, commissions, etc. function better when they are busy and thought council needed to reexamine the issue of the Board and consider including the Historical Society and Kenai Visitors and Cultural Center and their roles as private organizations in exploring the community's history. He added, council had discussed previously the identifying of property on which to place a concrete slab and displaying of antique machinery, etc. He suggested council charge the Board with finding funding, etc. to accomplish that project. Huhndorf stated he liked that idea and felt the Board, along with the Historical Society and Visitors Center, offered a forum for preserving the history of Kenai. Emily DeForest -- DeForest noted she was a member of the Historic District Board. DeForest stated money was available through State Historical Preservation Society (eligible for matching grants) for preservation of historical artifacts, including shelter or education. She noted, the matching portion varied from 50/50 to 25/75 and a better percentage was offered for education. Williams stated he saw an opportunity for the city to charge the Board to inventory potential historical items, investigate property on which to display it (both city and private properties), grants and costs involved, combining of thought between the Board, Historical Society and KVCC, and be involved in the shaping of the core of Old Town. He added, there was a lot that could be done by a diligent group. DeForest noted, she also learned the Board, in investigating historical buildings, etc., did not have to limit their review to the Townsite Historic District. Councilman Bannock stated that in learning more about the Certified Local Government, he felt there were two items of discussion; geographical boundaries of the zone and the rules governing the zone. He added, council needed to decide if they !wanted the Board to adhere to the rules in the code or incorporate more of a historical society of work to the Board. Bannock noted a comment in Kebschull's memorandum was that she verified the benefit of maintaining the CLG status was to participate in KENAI CITY COUNCIL MEETING MINUTES FEBRUARY 16, 2000 PAGE 10. the Historical Preservation Fund Grant Program. He added, he agreed with that and understood it. He then noted Kluge's letter mentioned maintaining the CLG status which in turn, allowed individuals to apply for tax credit on private developments of historic significance. He asked if that was true and if it would be lost if the CLG status wasn't maintained. KebSchull answered she wasn't familiar if that was dependent on being a CLG, but knew there was an opportunity to apply for tax credits. She added, it was suggested in the CLG information, that the city offer tax credits. Huhndorf noted, the federal government made it possible to apply for tax credits. Bannock asked if there was a direct tie between an individual applying for tax credits and CLGs. Kebschull stated she was not aware. Williams reviewed KMC 14.24.105 which defined the Townsite Historic Zone and the Historic District Board. He noted, he believed there was a lot the Board could do under the code and agreed with Bannock that further discussion could take place in regard to the current code-and the possibility of expanding the charge of the Board's work. Swarner suggested a work session be held to further discuss the issue and suggested Gwen Preston (one of the applicants for Historic District Board) be appointed to the board. Bookey questioned making appointments to the Board if their future was unknown. Frazer stated his reluctance in turning down volunteers and that there was a problem in attaining quorums. It was noted budget work sessions would be coming up and there was some apprehension in setting a work session in regard to the Board. Discussion continued in regard to making appointments to the Board and if there were any specifications for the appointments. The code was reviewed and it was noted the majority of the Board plus one, had to be Kenai residents and to the extent available, three board members were to have expertise in the fields of architecture, archeology, and history. Porter stated she thought the appointment should be made since volunteers were available and that new blood on the board may be what was needed to go forward. Williams explained the filling of the seats would be a signal to the Board that council wanted some action to take place. Williams suggested to appoint the applicants suggested, charge the Board with the responsibility to come back to council with a plan, including only the geographical area discussed in the code or whether it would include other areas of the city. Discussion followed and council directed the Board to hold a special meeting prior to their regular meeting of April 17. At the special meeting, the Board was directed to develop a plan for the zone or outside of the zone. The Board were then directed to present their plan to the council during their April 17 meeting. Council requested the _anning & Zoning Commission also be invited to the April 17 meeting. 14.20.080 (g) Parking Requirements: As required by this chapter. (Orals. 925, 1009) 14.20.090 Suburban Residential Zones (RS, RS-l, R$-2 Zones). (a) Intent. The RS Zone is intended to provide for medium density residential development in areas which will be provided with common utility systems. The specific intent in establish- ing this zone is: (1) To separate residential structures to an extent which will allow for adequate light, air, and privacy; (2) To prohibit uses which would: (i) violate the residential character of the environment; (ii) generate heavy traffic in predomi- nantly residential areas. (b) Principal Permitted Uses: As allowed in Land Use Table. (c) Conditional Uses: As allowed in Land Use Table and subject to the provisions of this chapter. (d) Accessory Uses: As defined (see Definitions). (e) Home Occupations: Uses as allowed by this chapter. (f) Development Requirements: As described in Development Requirements Table. (g) Parking Requirements: As required by this chapter. (Orals. 925, 1009) 14.20.100 Urban Residential Zone (RU Zone). (a) Intent. The RU Zone is intended to provide for apartments and compatible uses in areas near centers of shopping, services, and employment where high density residential development is desirable. (b) Principal Permitted Uses: As allowed in Land Use Table. (c) Conditional Uses: As allowed in Land Use Table and subject to the provisiom of this chapter. (d) Accessory Uses: As defined (see Definitions). (e) Home Occupations: Uses as allowed by chapter. (f) Development Requirements: As described in Development Requirements Table. (g) Patidng Requirements: As required by this chapter. (Ord. 925) 14.20.105 Townsite Historic (TSH) Zoning District. (a) Intent. The TSH Zoning District is intended to provide for a mixed, controlled use in a desig- nated area, which will protect and enhance the historic character of the zone. The goal of the TSH zone is to manage all new development, reconstruction and alterations within the zone. The intent of the Tow'mite Historic Review Board is to enhance and identify the City of Kenai's heritage, to present this heritage in a manner that promotes civic pride, and to foster an awareness of where we as a people have evolved. (b) Historic District Board. A historic district Board will be established to regulate develop- ment within the TSH zone. The following provisions will govern the Board's activities through the State of Alaska Certified Local Government Program: (1) The Board will consist of a minimum of seven members with a demonstrated interest, competence, or knowledge in historic preservation, appointed for terms of not less than three years. A majority, plus one member must be residents of the City of Kenai. (2) To the extent available, three Board members shall be professionals, as de- fined by National Park Service regula- tions, from the disciplines of history, architecture or architectural history, and archeology. (3) The Board will meet twice each year or as necessary and conduct business in accordance with the Open Meeting Laws 250 14.20.105 (c) (2) (3) (4) (5) of Alaska. This includes public notifica- tion of meeting place, time and agendas. (4) Written minutes of each Board meeting will be prepared and made available for public inspection. Historic District Board Duties: (1) The Board shall make recommendations to the Kenai Planning and Zoning Com- mission as to the area of the city to be included within the zone and any adjust- ments to the boundaries in the future. The Board shall review zoning require- ments and review all proposed changes to the zoning law within the TSH Zoning District. The Board shall schedule a minimum of two meetings annually and special meet- ings as requested by the Planning Depart- ment to review proposed building permit applications within the zone or other business considered necessary by the Planning Department. The Board shall conduct or cause to be conducted a survey of the historic, archi- tectural, and archaeological resources within the community. The survey shall be compatible with the Alaska Heritage Resources Survey and able to be readily integrated into statewide comprehensive historic preservation planning and other planning processes. Survey and inventory documents shall be maintained to protect the site location(s) from possible vandal- ism. The survey shall be updated annual- ly. (Ord. 1636-95) The Board shall review and comment to the State Historic Preservation Officer on all proposed National Register nomina- tions for properties within the boundaries of the City. When the TSH Board consid- ers a National Register nomination which is normally evaluated by professionals in a specific discipline and that discipline is not represented on the Board, the Board will seek expertise in this area before rendering a decision. (6) The Board shall act in an advisory role to other officials and departments of local government regarding the identification and protection of local historic and ar- chaeological resources. (7) The Board shall work toward the continu- ing education of citizens regarding histor- ic preservation and the community's history. (8) The Board will review all building permit applications as well as all exterior archi- tectural alterations and demolition within the designated zone. The Board's respon- sibility will be to provide it's recommen- dation for approval, denial or modifica- tion to the Planning and Zoning Commis- sion. The guidelines to be followed by the Board will be designed' to preserve the character which typify development in the zone and provide the basis for preserving the historical character of the zone. Applications must be accompanied by a schematic drawing of proposed changes within the zone. (9) The Board shall develop a local historical preservation plan that will be compatible with the Alaska State Historic Preserva- tion Plan and produce information that is compatible with the Alaska Heritage Resource Survey. (d) Application: An application requiting review in TSH Zoning District shall be filed with the Planning Department. The TSH zoning district, as located within the bounds shown on the City of Kenai Official Zoning Map. The application shall contain: (1) One reproducible copy of the application signed by the applicant and, if leasing the premises, co-signed by the owner indicat- ing type or nature of business. (2) Current color photographs of the site and of any existing structures representing both the overall condition of structures 251 14.20.105 (e) and accurately portraying materials and color. (3) Reproducible schematic plans of the proposed construction sufficient to show building size and layout, exterior eleva- tions, proposed materials and colors. (4) A landscaping and site plan complying with KMC 14.25 and the development criteria of this chapter drawn to scale showing the existing structure and all proposed alterations and additions in relation to the site. Development Criteria. The development criteria is intended to provide for a district in which residential and business enterprises cohabit- habitat as a desirable and compatible use. All proposed construction, renovation, demolition, or alteration shall: (1) Encourage, whenever possible and com- patible with historic character of the TSH zone, foot traffic; restaurants, gift shops, parks, etc.; indigenous Kenai Peninsula rom; wooden structures including log style with soft colored or natural sidings. (2) Discourage uses which will violate the historic and scenic quality of the TSH zone; buildings and building additions that are not compatible with adjacent buildings or which violate the existing character and scale of the district. Specific structures and activities which will not be allowed, but are not limited (3) (b) (c) (ti) (e) (f) (g) (h) Buildings with "modem design style of architecture" that have no histori- cal correlation with the district; Multiple family residences (exclud- ing duplexes); Gas stations; Auto repair shops; Rental. storage of any kind; Kennels or similar uses; Livestock, Stables, Commercial horseback tiding; Auto body and paint shops; (f) (g) (4) Commercial buildings are limited to a total area of no more 5,000 square feet per story. Any individual unit within the structure may be of no more than 2,500 square feet, except that the Commission may allow a larger individual unit if it is determined to be compatible with the zone. (5) Metal-sided buildings may be allowed if the Commission determines they are compatible with the zone. Criteria for determining acceptable use shall include, but not be limited to the following: (1) All alterations to existing structures should be performed so as to preserve the historical and architectural character of the TSH zoning district. (2) The distinguishing original qualities or character of a building, structure, or site in its environment shall not be destroyed. The removal or alteration of any historic material or destruction of architectural features cannot be done without approval. (3) Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site, and its environment. These changes may have acquired signifi- cance of their own, which should be recognized and respected. (4) Landscaping requirements according to City of Kenai as required by KMC 14.25. (5) All exterior construction must be com- pleted within a year of date of approval. Existing structures: All structures existing prior to the enactment of this ordinance will be al- lowed to continue in their present form and use. In the event of loss of the existing struc- ture due to demolition, fire or natural causes, the slxucture may be rebuilt with the following requirements' (1) The structure to be rebuilt must conform to the previously existing structure in terms of size, shape and location unless the Commission determines the new 252 14.20.105 structure is more compatible with the intent of the TSH zone. (2) The use of the new structure must be the same as the use of the previous structure. (3) Application for reconstruction of the structure must be made to the Planning Department within one year of the date of loss due to demolition or damage. (4) Reconstruction of the structure must be complete within two years of the date of the loss due to demolition or damage. (5) If applicant wants to rebuild, other than a pre-existing structure, the existing struc- ture provisions as stated above are not applicable. (h) Criteria for designation of landmarks to be included in the TSH: (1) Its age - approximately fifty years old. (2) Its character, interest or valUe as part of the development,, heritage, or cultural characteristics of the City of Kenai. (3) Its location as the site of a significant historic event. (4) Its identification with a person or persons who significantly contributed to the cul- ture and development of the City of Kenai. (5) Its distinguishing characteristics of an architectural type. (6) Its relationship to other distinctive areas that are eligible for preservation accord- ing to a historical, cultural, or architectur- al criteria. (i) Uses. (1) (j) Principal Permitted Uses as allowed in Land Use Table. (2) Conditional Uses: As allowed in the Land Use Table and subject to the provision of this chapter. 1. Such uses must be similar to princi- pal uses permitted in the zone. 2. Such uses must be in harmony with the intent of the zone. Review process. Upon submittal of an applica- tion, the Planning Department shall schedule the application for review by the TSH Zoning District Review Board at the following appro- priam meeting. The Board shall make a recom- mendation regarding the permit application to the Planning and Zoning Commission. The Board's recommendation shall be based upon the development criteria in this section and all other pertinent provisions of the Kenai Munici- pal Code. (k) Signs. Signs shall be as allowed as set forth in KMC 14.20.220(f). (Ord. 1727-96) (1) Penalties. Penalties for non-compliance with this Chapter shall be as set forth by KMC 14.20.260. (m) Definitions. (1) Alteration-Any act or process that chang- es one or more of the exterior architectur- al features of a structure, including, but not limited to, the erection, construction, reconstruction, or removal of any struc- ture which requires a building permit~ (2) Construction-The act of adding an addi- tion to an existing structure or the erec- tion of a new principal or accessory struc- ture on a lot or property which requires a bUilding permit. (3) Demolition-Any act or process that de- stroys in part or in whole a landmark or a slxucture within a historic district. (4) Certified Local Govemment-A local gov- ernment "that has been certified to carry out the purpOses of section 101 (b) of the National Historic Preservation Act." (Ord. 1637-95) (5) Historic District-An area designated as a "historic district" by ordinance of the City Council, which contains within definable geographic boundaries, one or more land- mark and which may have within its boundaries other properties or structures that, while not of such historic and/or architectural significance to be designated as landmarks, nevertheless contribute to the overall visual characteristics of the 253 14.20.105 landmark or landmarks located within the historic district. (6) Historic Preservation-The act of adopting regulations and restrictions for the protec- tion and preservation of places and areas of historical and cultural importance to the Kenai. (7) Landmark-A property or structure desig- nated as a "landmark" by ordinance of the City Council, pursuant to procedures prescribed herein, that is worthy of reha- bilitation, restoration, and preservation because of its historic and/or architectural significance to the City of Kenai. (8) New Development-Any development which requires a building permit. (9) Reconstruction-The action of returning a structure to original state. (10) Relocation-Any relocation of a structure on its site or to another site. (11) Renovation-To restore to a former better state (as by repairing or rebuilding). (12) Site plan-Schematic drawing complying with the development criteria of this chapter and drawn to scale showing pro- posed structure in relation to the site. (Ords. 1133, 1527-93, 1567-93) 14.20.110 Central Commerci~d~ Zone (cc (a) Intent. The CC Zone is/g~tablished to provide for an area of concentrated commercial devel- opment. Regulatio~applying to this zone are designed to enc~)urage a compact group of business of the~fpe which are mutually benefi- cial and lo~.a~d, clo.se enough together to en- courage w~c-in trade. (b) Principal/Pe~itted Uses: As allowed in Land Use T~lSle. Co.n: on. ^s T, afl~e and subject to the provisions of this c/napter. (d) /Accessory Uses: As defined (see Definitions). (e)//Home Occupations: Uses as allowed by this ~ chapter. (f) (g) Development Requirements: / (1) No stores or businesses shall/~olve any kind of manufacture comp~nding, pro- cessing, or treatment of~oducts where · such operations are obj/ffctionable due to odor, dust, smoke, n~se, vibrations, or other similar nuisan~s. (2) Open Storage: No/6pen storage shall be located closer th/gfi 25 feet to the adjoin- ing right-of-w~ of any collector street or main thoro~t~fare. Any open storage visible fr~a collector street shall be ~ enclose ith an eight foot (8') high fence appearance acceptable to the (3) Lot (4) yard requirements (see Develop- t Requirements Table - Additional :uirements Section). parking and loading require- ments shall be required in this chapter. Requirements- As required by this 925) General Commercial Zone (CG Zone). (a) The CG Zone is established to provide for where a broad range of retail, whole- sale, service establishments is desirable. Uses are to concentrate commercial devel~ the greatest extent possible and to prevent any u~s which would have an ad- verse effect upon ne~,y properties. New single and two-family residen~i~ uses and other non- commercial uses, except a~therwise provided in this chapter, are. not perm~ed in this zone as principal uses because..xit isx4,ntended that land classified in this zone be ?e4,erved for omm r ia purposes, aaa cial zone is not suited to the uses exb~l, uded above. (b) Principal Permitted Uses: As allowed in Land Use Table. 254 MEM'O : TO' FROM' CITY OF KENAI 210 FIDALGO AVE., SUITE 200 KENAI, ALASKA 99611-7794 TELEPHONE 907-283-753,5 FAX 907-283-3014 ~ Historic District Board Marilyn Kebschull, Planning & Zoning Administration DATE: May 30, 2000 SUBJECT' Special Meeting -June 14, 2000 @ 6:30 p.m. An application for development in the Townsite Historic zone has been received. Because the Board is not scheduled to meet until July 17th, a special meeting has been scheduled to review this application. This meeting will be held June 14th at 6'30 p.m. in Council Chambers immediately prior to the Planning Commission meeting. The Boards' comments and recommendation will be provided to the Planning Commission at their meeting. This will streamline the process and allow the application to be reviewed by both your Board and the Planning Commission as is required by code. This will be the only item of business on your agenda. If you have questions regarding this meeting, contact me at 283-8235. Attachment