Montana Preservation Commissioner Training, 2007-2008Part 1: Why Preserve? What’s a CLG? What’s a SHPO?: Montana Preservation Commissioner Training, 2007-2008 Part 1: Why Preserve? What’s a CLG? What’s a SHPO? Rolene Schliesman MT DSHPO & CLG Coordinator


Training Handouts: Training Handouts CLG Definitions Economics of Historic Preservation: A Community Leaders Guide by Donovan Rypkema Fun and Eligible CLG Projects Montana Preservation Workshop Sessions and Speakers National Register Listing – Limited Protection SOI Standards for Rehabilitation and When They Apply NPS Preservation Briefs Where to Go For More Info, Preservation Bookshelf Identifying Montana’s Architectural Styles Looking Ahead


Introductions : Introductions Thank you for participating in the MT CLG Training program. My name is Rolene Schliesman. I’ve been in preservation for 23 years, first in South Dakota as a preservation consultant, then in North Dakota as the SHPO National Register, Survey, and Tax Incentive Coordinator, and now with Montana as the SHPO CLG Coordinator. It’s my pleasure to offer the following CLG training. www.computerized-screening.com


Agenda: Agenda Why Preserve ? What’s a CLG ? What’s a SHPO ? What’s Our Preservation History ? What are the SOI Standards ? What We’re Up to in Montana CLGs Looking Ahead


Overview : Overview What YOU Know Helps Your Community ! Public SHPO NPS CLG $$$ Local Gov Hist Pres Educ Out reach


Acronymns: Acronymns CLG = Certified Local Government SHPO = State Historic Preservation Office NRHP = National Register of Historic Places NHPA = National Historic Preservation Act of 1966, as amended ACHP = Advisory Council on Historic Preservation


Why Preserve ?: Why Preserve ?


Why Preserve ?: Why Preserve ? Communities should be shaped by choice, not chance . . . The historic preservationist advocates the retention of places that unify and give meaning to a community. -- Constance E. Beaumont, Smart States, Better Communities Havre main street, MT SHPO


Why Preserve ?: Why Preserve ? $ Rehabilitation creates new jobs during construction and later in new offices, shops, restaurants, and tourism activities. $ Revitalized buildings and historic districts attract new businesses, tourists, and visitors, stimulating retail sales and increasing sales tax revenue. Historic buildings often reflect the image of high-quality goods and services, small-town intimacy, reliability, stability, and personal attention.


Why Preserve ?: Why Preserve ? Historic buildings create a sense of place, a recognized ingredient in a high quality of life. Rehabilitation is environmentally responsible as it conserves more than it consumes or tosses in the landfill. $ Federal and state tax advantages are available for rehabilitation. $ Less energy is required to rehabilitate existing buildings than to demolish and replace them with comparable new construction.


Why Preserve ?: Why Preserve ? $ Reusing old buildings saves demolition costs. $ Rehabilitation is labor intensive and thus is not as influenced by rising costs of materials as new construction. $ Rehabilitation often uses local labor, keeping salary dollars in the community longer. $ Rehabilitation may require less time than new construction and can take place in stages. $ Old buildings often can be acquired for low prices.


Why Preserve ?: Why Preserve ? $ Tax dollars are saved through reuse of buildings served by in-place public utilities, transportation, and other public services. $ Historic district designation does not lower property values. $ Property values may increase with historic designation, particularly in revitalized areas. $ Rehabilitated buildings returned to the tax rolls raise property tax revenues. $ Historic district designation often stimulates private investment.


Why Preserve ?: Why Preserve ? $ Rehabilitated buildings may command higher rental and sales prices because of their prestige value. $ Retaining an existing building saves the need to purchase high-cost urban land. Community awareness and recognition of local heritage and historic architecture. Historic building stock is the key to Main Street efforts and downtown revitalization.


What’s Not a CLG ?: What’s Not a CLG ?


What’s a CLG ?: What’s a CLG ? Certified Local Government A local government (city or county) interested in identifying, documenting, interpreting, protecting, promoting their local resources may apply to participate in the CLG program “Certified” by State Historic Preservation Office and National Park Service City or county local government participation 1,228 local governments currently participate in the program nationwide


Montana CLGs: Montana CLGs Anaconda-Deer Lodge Co (combined local gov) Billings-Laurel-Crow Reserv-Yellowstone Co Bozeman Butte-Silver Bow Co (combined local gov) Carbon Co Deer Lodge Great Falls-Cascade Co Hardin-Big Horn Co Havre-Hill Co Helena-Lewis & Clark Co Lewistown Livingston Miles City Missoula-Missoula Co Virginia City Officially 23 CLGs, but 15 commissions


Montanans in CLGs: Montanans in CLGs Montana Population = 944,623 56% of Montanans are represented in the CLG program www.visitmt.com


CLG Incentives: CLG Incentives CLG grant$ - reimbursement basis Attention on local preservation issues Direct participation in SHPO programs: National Register, architectural and archeological survey, review and compliance, planning, and re-grants for preservation Integration of preservation by ordinance, historic preservation plan, and/or Comprehensive plan Preservation education opportunities Access to preservationists statewide via CLG list-serve Balance when areas are under development pressure Residential and commercial enhancement through private and public investment


CLG Program Requirements: CLG Program Requirements Establish a preservation commission Appoint a Historic Preservation Officer Maintain an historic properties inventory compatible with SHPO Provide public participation opportunities Review National Register nominations Develop a historic preservation plan Submit required reports & grant applications Provide information, guidance, and technical assistance to the local government and public


CLG Program Requirements: CLG Program Requirements Attend annual training Participate in MT CLG list-serve Participate in CLG Evaluation by SHPO Satisfactorily perform responsibilities delegated Enforce designation and protection laws and ordinances Comply with 63 CLG Performance Standards in the MT CLG Manual Optional and under SHPO Agreement only, officially review proposals and planning related to historic properties within the CLGs jurisdiction (§ 106)


Preservation Funding: Preservation Funding At least 10% of the annual federal to SHPO must be passed through to CLGs Montana allocated about $ 77,000 to CLGs for the 2007-2008 CLG cycle Nationally since 1985, more than $ 40 million in HPF grants, has been allocated to the CLG program


Where does the CLG funding come from?: Where does the CLG funding come from? HPO and Commission Certified Local Government MT State Historic Preservation Office National Park Service Department of the Interior by congressional allocation Outer Continental Shelf oil and gas lease revenues


CLG Match: CLG Match In-kind contributions – the value of non-cash contributions such as goods and services Cash contributions Match requirements can vary, typically CLG match is 40% Ordinarily federal funds cannot match other federal funds


CLG Annual Funding: CLG Annual Funding Always dependent on federal funding to SHPO $ 5,500 for an HPO working 80+ hrs / month $ 1,500 for an HPO working less than 80 hrs / month or a new CLG Local match minimum on $ 5,500 = $ 3,667 In 2005-06, on average, most CLGs match = $ 1 to $ 6.76 In the same year, Missoula’s match = $ 1 to $ 16.80


Paid CLG Staff: Paid CLG Staff Anaconda-Deer Lodge County Billings-Laurel-Crow Reservation-Yellowstone County Hardin-Big Horn County Bozeman Butte-Silver Bow County Carbon County Great Falls-Cascade County Helena-Lewis & Clark County Lewistown Livingston Miles City Missoula-Missoula County Virginia City www.reesesrainbow.com


Volunteer CLG Staff: Volunteer CLG Staff Havre-Hill County Deer Lodge www.reesesrainbow.com


Local Historic Preservation Officer: Local Historic Preservation Officer Preservation Planner or HP Professional Anaconda/Deer Lodge County (pending) Billings/Laurel/Crow Reserv/Yellowstone County Bozeman Butte/Silver Bow County Deer Lodge Great Falls/Cascade County Helena/Lewis and Clark County Lewistown Livingston (pending) Missoula/Missoula County Virginia City


Local Historic Preservation Officer: Local Historic Preservation Officer Local Historians Carbon County Havre/Hill County Hardin/Big Horn County Miles City


Local Historic Preservation Officers !: Local Historic Preservation Officers ! MT HPOs: L to R front row: Missoula HPO Philip Maechling, Bozeman HPO Allyson Bristor, Lewistown HPO Duane Ferdinand, Miles City HPO Amorette Allison, Deer Lodge HPO David Beaver (Not pictured: Joel Bertolino and Mary Slattery.) Back row: Helena-L&C HPO Paul Putz, former HPO John Walsh, former HPO Cheryl Mckinley, Virginia City HPO Jim Jarvis Upper inset: Great Falls-Cascade Co HPO Ellen Sievert, Yellowstone HPO Lora Mattox Lower inset: Butte-Silver Bow HPO Mark Reavis, and Havre-Hill HPO Todd Hanson © 2007 by Rolene Schliesman


Eligible CLG Activities: Eligible CLG Activities Architectural, historical, archeological surveys, oral histories related to historic places, and research and development of historic context information Preparation of NR nominations Staff work on local historic preservation and on behalf of the preservation commission


Eligible CLG Activities (cont’d): Eligible CLG Activities (cont’d) Write or amendment of preservation ordinances (including local register) Preparation of preservation plans Publication of preservation information Educational preservation activities Publication of historic sites inventories Development and publication of walking/driving tours


Eligible CLG Activities (cont’d): Eligible CLG Activities (cont’d) Training for commission members and staff Architectural drawings and specifications and building condition assessments Reuse feasibility studies Preservation easements Rehabilitation or restoration of properties individually listed or contributing to an historic district


Eligible Activities: Local Register: Eligible Activities: Local Register Incentives Tax Credit Tax Abatement Grants Loans Historic Building Code Design Assistance Easements Regulations Ordinances, Statutes Land Use Design Review Demolition Demo by Neglect


Ineligible CLG Activities: Ineligible CLG Activities Federal agency responsibilities and mitigation activities Construction grants to churches or church-owned properties Archeological investigations not related to National Register or that destroys or impairs a National Register property’s significance


Ineligible CLG Activities: Ineligible CLG Activities Routine maintenance, major reconstruction Genealogy Exhibits, educational materials, tours, and signs (advertising) that do not relate to historic buildings, sites, objects, or districts And 36 federal categories of “unallowable” costs Call SHPO if you have questions!


Lobbying: Lobbying Lobbying is not an eligible activity and will not be reimbursed Commission members are prohibited from lobbying members of Congress Instead, commission members may provide educational information, materials, and testimony Asking for a yes or no vote on a proposed ordinance or legislation is “crossing the line”


Fun Projects: Fun Projects Preservation Awards Ceremony ND Awards, © 2007 by Rolene Schliesman MT Awards, @2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Montana Mainstreet Series


Fun Projects (cont’d): Fun Projects (cont’d) Historic Windows Workshop www.historicseattle.com


Fun Projects (cont’d): Fun Projects (cont’d) Sears House Documentation Sears Hse in Manfred ND © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Historic Interiors Survey Garrett-Jacobs Mansion, Balitmore MD © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Historic Interiors Survey (statewide collaborations) Czech Hall, northern MN © 2007 by Rolene Schliesman St. Francis Xavier, Missoula MT by Philip Maechling


Fun Projects (cont’d): Fun Projects (cont’d) Concrete Critters & Roadside Sculpture Survey (statewide collaborations) www.enchantedhighway.net www.roadsideamerica.com www.enchantedhighway.net


Fun Projects (cont’d): Fun Projects (cont’d) Roadside Sculpture & Yard Art Survey CARHENGE in Nebraska www.jschumacher.com Cheyenne yard © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Roadside & Railside Survey Ames Monument © 2007 by Rolene Schliesman Fla roadside architecture © 2007 Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Hands-On Restoration Project Ladbury Church restoration near Daisy ND © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Granitoid Rehab and Reconstruction http://nutrias.org/~nopl/monthly/mar2002/granitoi.htm Duluth Granitoid © 2007 by Rolene Schliesman Grand Forks Granitoid © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Local Materials History & Survey Milbank SD Granite Quarry © 2007 by Rolene Schliesman Milbank SD Granite Quarry © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Archeology Survey Hearth at Jamestown, VA Ft Wadsworth / Ft Sisseton, SD © 2007 by Rolene Schliesman Who shot JR ? Jamestown, founded 1607


Fun Projects (cont’d): Fun Projects (cont’d) Ox Cart Trails Survey and Nomination www.prairiewaters.com/attractions/museums/oxcarttrail.php3 Ox cart trails near Grafton ND © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Walking Tour Brochures Yellowstone, Butte-Silver Bow, Bozeman, and Miles City Historic Preservation Commissions


Fun Projects (cont’d): Fun Projects (cont’d) Preservation Tours Missoula walking tour by Philip Maechling Sir Magnus Olafson, knighted by the King and Queen of Iceland Sir Magnus Olafson © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Historic Barns Tour P&O Barns and barn elevator near Dillon MT © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Round Barns Survey (statewide collaborations) Round barn, Cemterville WA by Bob Kisken Round barn, Hurley WI by Bob Kisken www.iowabarnfoundation.org


Fun Projects (cont’d): Fun Projects (cont’d) Railroad Roundhouse Survey Railroad roundhouse near Duluth MN © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Wrought Iron Cross Cemetery Survey www.plainsfolk.com/ironcross/exhibit


Fun Projects (cont’d): Fun Projects (cont’d) Interpretative Signage Knife River Indian Villages NHL. Stanton ND Havre-Hill Co Historic Preservation Commission Lost Bridge sign and bridge remnant © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Ghost Sign Survey by Bob Kisken, Glen Rock WY


Fun Projects (cont’d): Fun Projects (cont’d) Historic Architects Research and Survey Cass Gilbert architect 1859 - 1934 www.CassGilbertSociety.org Montana Club, Helena


Fun Projects (cont’d): Fun Projects (cont’d) WWII Satellite Airfield Nomination MT SHPO © 2007 by Rolene Schliesman Norden bombsite shelter


Fun Projects (cont’d): Fun Projects (cont’d) Preservation Month Events Havre-Hill Co, Great Falls-Cascade Co Historic Preservation Commissions Media event in Manfred ND


Fun Projects (cont’d): Fun Projects (cont’d) Church Survey 2000 churches documented by volunteers statewide www.plainsfolk.com Trinity Lutheran near Pick City ND, Ulkanian Orthodox, Balfour Lutheran, & Norway Lutheran © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Lustrons Survey Approximately 3,000 of these prefabricated metal houses were manufactured and sold nationally www.exhibit.mannlib.cornell.edu www.pruned.blogspot.com www.tedwight.typepad.com


Fun Projects (cont’d) : Fun Projects (cont’d) Sheep Wagons Survey Sheep wagon in WY © 2007 by Rolene Schliesman


Fun Projects (cont’d): Fun Projects (cont’d) Saloon Survey http://coelacanth.aug.com/bdobson/sheridan2.html


Fun Projects (cont’d): Fun Projects (cont’d) Neon Survey Mt Bar neon © 2007 by Rolene Schliesman Bison bar neon © 2007 by Rolene Schliesman


Fun Projects: Fun Projects Your Ideas ?


Commission Professionals: Commission Professionals Seek preservation professional commission members, when available, in the following disciplines Architectural History Historic Architecture History Prehistoric or Historic Archeology


Architectural History: Architectural History A graduate degree in architectural history, art history, historic preservation, or closely related field, with coursework in American architectural history, or A bachelor’s degree in the same plus one of the following: at least two years of full-time experience in research, writing, or teaching in American architectural history or restoration architecture with an academic institution, historical organization or agency, museum, or other professional institution, or substantial contribution through research and publication to the body of scholarly knowledge in the field of American architectural history.


Historic Architecture: Historic Architecture A professional degree in architecture of State license to practice architecture, plus one of the following: at least one year of graduate study in architectural preservation, American architectural history, preservation planning, or closely related field, or at least one year of full-time professional experience on historic preservation projects. Such graduate study or experience shall include detailed investigations of historic structures, preparation of historic structures research reports, and preparation of plans and specifications for preservation projects.


History: History A graduate degree in history or closely related field; or A bachelor’s degree in history or closely related field plus one of the following: at least two years of full-time experience in research, writing, teaching, interpretation or other demonstrable professional activity with an academic institution, historical organization or agency, museum, or other professional institution; or substantial contribution through research and publication to the body of scholarly knowledge in the field of history.


Prehistoric or Historic Archeology: Prehistoric or Historic Archeology A graduate degree in archeology, anthropology, or closely related field plus: at least one year of professional experience or the equivalent specialized training in archeological research, administration, or management, and at least four months of supervised field and analytic experience in general North American archeology, and demonstrated ability to carry research to completion. In addition, a prehistoric archeology professional must have at least one year of full-time professional, supervisory experience with prehistoric resources. A historic archeology professional must have at least one year of full-time professional, supervisory experience with historic resources.


What’s a SHPO ?: What’s a SHPO ?


SHPO: SHPO State Historic Preservation Officer but often used for “office” One SHPO in each state and US Territory Officers are appointed/designated according to state statute SHPO must hire qualified professional staff SHPO is the permanent repository for historic resources


SHPO Permanent Repository: SHPO Permanent Repository 47,000+ historic resources documented Less than 5% of Montana’s 92 million acres is documented 1,035+ Montana properties are listed in the National Register Counting properties within Montana’s Historic Districts, the number rises to 9000+ National Register properties


SHPO Programs: SHPO Programs Certified Local Government National Register of Historic Places Architectural and Archeological Survey Review and Compliance (§ 106) Historic Rehabilitation Tax Incentive (20%) Preservation Grants (when funding is available) Preservation Covenants & Agreements File searches from SHPO Database Assistance with Prehistoric Human Burials State Preservation Plan


Technical Assistance & Education: Technical Assistance & Education CLG Assistance from SHPO Certification Local Legislation Planning Survey and Nomination Outreach, Education, and Awards Design Review – voluntary to mandated, traditional to cutting edge


Technical Assistance & Education: Technical Assistance & Education CLG Assistance from SHPO Montana CLG Manual increased from 11 pp to 38 pages, plus 30 pp of appendices Evaluation of CLG – every 4 years www.montanahistoricalsociety.org /shpo/communitypres.asp Update and cover design by Rolene Schliesman


Technical Assistance & Education: Technical Assistance & Education MT CLG List-Serve (launched January 2004) Members Only: Local Preservation Commissioners, Local Historic Preservation Officers, some MT SHPO staff, & local government staff during HPO transitions Members are encouraged to post CLG business: inquiries, announcements, reminders, conference and grant opportunities, educational topics, etc. SHPO Preservation List-Serve Everyone interested is welcome to subscribe


CLG Assistance from SHPO: CLG Assistance from SHPO New HPO Training 2-day orientation established in 2003 Opportunity for new HPO and SHPO staff to meet face-to-face in Helena Discuss preservation programs, successes, challenges, grants, and deadlines View SHPO and MHS permanent collections Answer questions


CLG Assistance from SHPO: CLG Assistance from SHPO Annual Statewide Preservation Workshop Brochure designs by Kate Hampton and Damon Murdo at MT SHPO


CLG Training Opportunities: CLG Training Opportunities 2003 Preserving Place & Culture Conf, Polson 2003 Montana History Conference & CLG Mtg, Helena 2004 Statewide Preservation Workshop, Virginia City 2004 Heritage Development Institute, Butte 2004 Montana History Conf & CLG Mtg, Whitefish 2005 Battles Won and Lost: Historic Preservation Stories and Issues, Missoula 2005 Statewide Preservation Workshop, Billings 2005 Montana History Conference & CLG Mtg, Helena 2006 Statewide Preservation Workshop, Deer Lodge 2006 Montana History Conference & CLG Mtg, Billings 2007 Statewide Preservation Workshop and Montana History Conference, Helena


2003 CLG Workshop, Helena: 2003 CLG Workshop, Helena National Register Sign Program Ellen Baumler and Martha Kohl, MHS How Can My Community Benefit from Design Review? Philip Maechling, Missoula HPO Design Guidelines Gregory Legge, Livingston HPO Certificate of Appropriateness and Procedures Jim Jarvis, Virginia City HPO Local Registers of Historic Places John Walsh, Yellowstone HPO Design Review & Demolition Ordinances Mark Reavis, Butte-Silver Bow HPO Persuading the Public and Local Government Paul Putz, Helena-L&C HPO


2003 1st Annual Statewide Preservation Workshop, Polson: 2003 1st Annual Statewide Preservation Workshop, Polson Building Vision & Shifting from Reactive to Proactive Ann Clancy, Clancy Consultants, Inc, Billings Developing a Holistic Approach to Preservation Louis Adams, Salish Elder, Arlee Marcia Pablo, Confederated Salish-Kootenai Tribe THPO, Pablo Conservation Easements: A Centerpiece of Preservation Kristopher King, Historic Charleston Foundation Understanding and Documenting Landscapes Anne Henderson-Hoover, Ball State University, Muncie, IN Building Blocks for Preservation Groups Preserving and Interpreting Landscapes Dr. Arnold Alanen, University of Wisconsin, Department of Landscape


2003 Preservation Workshop, Polson (cont’d): 2003 Preservation Workshop, Polson (cont’d) Federal Tax Credit for Historic Preservation Colleen Gallagher, IRS, Minneapolis, MN Sacred Sites and Place Names Curley Bear Wagner, Blackfeet Tribe, Browning Building Capacity Through Revolving Loan Funds Frank White, Georgia Trust, Revolving Fund Director Indigenous Communities Mapping Initiative Joe Bryan, Indigenous Communities Mapping Initiative, Berkley Sharing Montana’s Heritage Vicky Munson, Munson Consulting, Polson Heritage Areas & Corridors: Preserving Place & Culture Christine Whitacre, National Historic Landmark, NPS, Denver Preserving Place and Culture in the 21st Century West


2004 Preservation Workshop, Virginia City: 2004 Preservation Workshop, Virginia City Partnering Opportunities with the National Trust Sarah Hansen, Program Officer, NTHP, Denver Partnering Opportunities with the National Park Service Greg Kendrick, Acting Program Manager, National Park Service, Heritage Partnerships Program, Denver Montana Heritage Commission Preservation Projects in Virginia City Jeff Tiberi, Executive Director, Montana Heritage Commission Partnering Opportunities through the National Heritage Area Program, and Potential of National Heritage Areas in Montana Dr. Carroll Van West, Executive Dir, Tennessee Civil War National Heritage Area


2004 Preservation Workshop, Virginia City (cont’d): 2004 Preservation Workshop, Virginia City (cont’d) Preservation Challenges and Opportunities in Montana Chere Jiusto, Executive Director, Montana Preservation Alliance A Review of Tourism Infrastructure Investment Program (TIIP) Grant Projects” Victor Bjornberg, Director of Tourism Development, Travel Montana, Department of Commerce Partnering Opportunities within the MSU-Architecture Maire O’Neill, Professor of Architecture, Montana State University, Community Design Program, Bozeman Partnering Opportunities with Private Architectural Firms Ken Sievert, Preservation Architect, Great Falls Virginia City Community Center Rehabilitation Project Jim Jarvis, Historic Preservation Officer, Town of Virginia City


2005 Preservation Workshop, Billings: 2005 Preservation Workshop, Billings Obtaining Brown Highway Signs for Your Historic Districts Jon Axline, Historian, Montana Department of Transportation, Helena Montana Main Street Sarah Hansen, National Trust for Historic Preservation, Denver Upper Floor Development Randy Hafer, Architect, HighPlains Architects, Billings Incorporating Preservation in Tax Increment Finance Districts Al Jones, Regional Development Officer, Department of Commerce, Billings


2005 Preservation Workshop, Billings (cont’d): 2005 Preservation Workshop, Billings (cont’d) Night Sky Preservation Eleanor Williams Clark, Chief, Division of Planning, Compliance and Landscape Architecture, Yellowstone National Park, Mammoth, Wyoming Strategizing Historic Building Code Adoption at the State and Local Level Dennis Deppmeier, A&E Architects, Billings, and James McDonald, A&E Architects, Missoula Secretary of the Interior’s Standards for Rehabilitation Pete Brown, Historic Architecture Specialist, MT SHPO, Helena Archaeological Protection in Subdivision Development Damon Murdo, Cultural Database Manager, MT SHPO, Helena


2006 Preservation Workshop, Deer Lodge: 2006 Preservation Workshop, Deer Lodge Tour of Deer Lodge Steve Owens, Deer Lodge Historic Preservation Commission Tour of Warm Springs Mound and Campus Todd Thun, Human Resource Director, Montana State Hospital Get Involved: Become Part of Montana’s Preservation Advocacy Network Christine Staberg, Capstone Group, Denver, and Chere Jiusto, Montana Preservation Alliance, Helena Reflections on the 40th Anniversary of National Historic Preservation Act James McDonald, President, MPA, Missoula Mark Baumler, Montana State Historic Preservation Officer Barbara Pahl, Director, National Trust Mountain Plains, Denver Christine Whitacre, National Park Service, Missoula


2006 Preservation Workshop, Deer Lodge (cont’d): 2006 Preservation Workshop, Deer Lodge (cont’d) 4-minute Montana Preservation video Montana Preservation Alliance Rural Heritage Development Cindy Kittridge, Montana State University-Great Falls Melisa Kaiser Synness, Grant Manager MT SHPO, Helena Historic Window Repair v. Replacement Pete Brown, Historic Architecture Specialist, MT SHPO, Helena Video: Dollars and Sense of Preserving Community Character, Ed McMahon, The Conservation Fund Organizing a Survey Database Carroll Blend, volunteer, Great Falls-Cascade County Historic Preservation Commssion, Bigfork


2006 Preservation Workshop, Deer Lodge (cont’d): 2006 Preservation Workshop, Deer Lodge (cont’d) Heritage Tourism Dyani Bingham, Coordinator, Montana Tribal Tourism Alliance, Billings Victor Bjornberg, Tourism Development Coordinator, Commerce Cyndy Andrus, Executive Director, CVB, Bozeman Montana’s Most Endangered List 2006 Montana Preservation Alliance Twilight Tour of Old Prison Museum Lyle Gillette, Old Prison Museum, Deer Lodge Local and State Preservation Project Funding Steve Owens, Deer Lodge, Rialto Theater, Deer Lodge Janet Cornish, Community Development Services of MT, Butte Terry Dimock, Commerce, Helena


2006 Preservation Workshop, Deer Lodge (cont’d): 2006 Preservation Workshop, Deer Lodge (cont’d) Tribal Consultation John Murray, Blackfeet THPO, Browning Francis Auld, Confederated Salish Kootenai Tribes Historic Pres Office, Pablo Community Initiated Development Duane Ferdinand, Lewistown Historic Preservation Officer, Lewistown Sarah Hansen, Director, National Trust Mountain Plains Regional Office, Denver Researching a Historic Property Kate Hampton, State Historic Preservation Office, Helena


2006 Preservation Workshop, Deer Lodge (cont’d): 2006 Preservation Workshop, Deer Lodge (cont’d) National Preservation Project Funding Megan Brown, National Park Service, Washington, DC Sarah Hansen, National Trust Mountain Plains Regional Office, Denver Handicapped Accessibility for Historic Buildings Paul Filicetti, AIA, A&E Architects, Missoula National Main Street and Montana Main Street Mel Walters, Montana Main Street Coordinator, Commerce, Stevensville Governor’s Historical and Cultural Advisory Council Senator Lynda Moss, Montana Legislator, Billings


2007 Preservation Workshop, Helena: 2007 Preservation Workshop, Helena Montana Main Street Session TBA, sponsored by Montana Main Street Cultural Review and Subdivision Development Damon Murdo, Cultural Database Manager, SHPO Allyson Bristor, Bozeman Historic Preservation Officer, Associate City Planner, Bozeman Jennifer Boyer, Northern Rockies Program Manager, Sonoran Institute, Bozeman Education for Everyone: Montana’s Heritage Resources as Educational Tools Bill Peterson, Ph.D. Curator of Interpretation, Montana Heritage Commission


2007 Preservation Workshop, Helena (cont’d): 2007 Preservation Workshop, Helena (cont’d) Using Butte History as a Vehicle for Cultural Tourism Exploring Butte’s newly revealed historic underground city and beyond: Why tourists love it Denys Dutton, Old Butte Historical Adventures Elements: Architectural vignettes that tell Butte’s history Julie Crowley, Old Butte Historical Adventures and Butte Historical Society Junior Historian Program in Butte: First Year Update Dick Gibson, Butte Citizens for Preservation & Revitalization Butte’s stained glass and their role in cultural tourism Irene Scheidecker, Butte Citizens for Preservation & Revitalization Dick Gibson, Butte Citizens for Preservation & Revitalization Progress Report on using Google Earth and WikiMedia to access Butte-Anaconda National Historic Landmark District Max Detjens, Butte Citizens for Preservation & Revitalization Dick Gibson, Butte Citizens for Preservation & Revitalization


2007 Preservation Workshop, Helena (cont’d): 2007 Preservation Workshop, Helena (cont’d) Combining LEED Certification with Historic Rehabilitation Tax Credits Pete Brown, Historic Architecture Specialist, SHPO, Helena Kelly Karmel, LEED Consultant, Design Balance, Missoula Steve Loken, Loken Builders, Missoula James McDonald, AIA, A&E Architects, Missoula A Retrospective: 30 Years of Preservation in Montana James McDonald, AIA, A&E Architects, and Montana Preservation Alliance President Preserving the Recent Past of Montana: The Architecture We Love to Hate Lesley Gilmore, AIA, CTA Architects, Bozeman


2007 Preservation Workshop, Helena (cont’d): 2007 Preservation Workshop, Helena (cont’d) Deer Lodge Institution Ellen Baumler, Historian, Montana Historical Society, Helena Jerry Cooper, Photographer, Montana Historical Society, Helena Grave Expedition: Cemetery Tour Ellen Baumler, Historian, Montana Historical Society, Helena Trident and Holcim Trident Cement Plant Tour Patrick Finnegan


2008 Preservation Workshop: 2008 Preservation Workshop Your suggestions ? Location Speakers Topics Tours Demonstrations Workshops


SHPO Programs: § 106, Review and Compliance: SHPO Programs: § 106, Review and Compliance Federal agencies must consult with SHPO and THPOs when their projects involve federal funding, permits, or leases, to see if and how historic resources will be affected This is a Review and Compliance flow chart to show its complexity


§ 106, Review and Compliance: § 106, Review and Compliance Five of seven MT SHPO professional staff work in Review and Compliance Two Historic Preservation Officers have official EPA Review and Compliance responsibilities 2-3 day beginner, intermediate, and advanced classes are offered by the National Preservation Institute, if CLGs are interested in this training


Federal Historic Rehabilitation Tax Credit: Federal Historic Rehabilitation Tax Credit A 20% investment tax credit for the sensitive rehabilitation of a historic commercial building Credit is applied to federal income taxes Administration Local: Historic Preservation Commission - Review State: State Historic Preservation Office - Review Federal: National Park Service and Internal Revenue Service – Final Decision


Rehab Credit Eligibility Requirements: Rehab Credit Eligibility Requirements Building must be individually listed in the National Register, or contributing to an historic district, or is in the process and will be listed Building must have a commercial or depreciable use following rehabilitation Owner must comply with the Secretary of the Interior’s Standards for Rehabilitation Owner must expend a certain minimum rehabilitation cost (For cost, see next slide)


Minimum Rehab Cost: Minimum Rehab Cost Purchase Price + Capital investment since purchase - Depreciation since purchase - Cost of land ---------------------------------------------------- = Minimum Rehab Cost (Adjusted Basis)


Federal Historic Rehabilitation Tax Credit: Federal Historic Rehabilitation Tax Credit Rehab project may be phased over five years All rehab work must be documented as part of the application Rehabbed property must be owned for five years, or credit will be recaptured Consult a tax attorney or accountant with federal historic rehab tax credit experience


Montana Historic Rehabilitation Tax Credit: Montana Historic Rehabilitation Tax Credit 20% of the federal 20%, or 5% of total rehab cost Automatically approved by Montana Revenue Department if project is approved by National Park Service


Tax Incentive Advice: Tax Incentive Advice It’s easier and less expensive to make changes to a project during planning than after construction begins. Smart owners have their projects approved by the National Park Service before beginning any construction or demolition. Inform owners that HPOs and Commissions may review and comment on rehabilitation projects and SHPO must review and comment but . . . National Park Service makes the final decision on project compliance with the SOI Standards for Rehabilitation


National Register of Historic Places: National Register of Historic Places The National Register of Historic Places was created in 1966 as a national list of properties worthy of preservation Properties must be nominated, approved by the State Review Board, SHPO, and the Keeper of the National Register in Washington, DC Owners and preservation commissions are encouraged to complete nomination forms The nomination process often takes about a year


NRHP Protection: NRHP Protection NRHP is a mostly honorary program Listed properties receive some protection under Section 106 of the National Historic Preservation Act of 1966, and Montana’s State Antiquities Act. Both laws require consultation with SHPO. National Register properties may be protected under a preservation agreement or rehabilitation tax incentive provision. Contact SHPO. National Register properties may be protected under local ordinance. Contact your local preservation officer.


NRHP Benefits: NRHP Benefits NRHP listing increases public awareness Commercial NRHP properties may be eligible for federal and state rehabilitation tax incentives NRHP properties are a priority when preservation funding is available from SHPO NRHP properties are eligible for a permanent National Register sign


National Register Sign Program: National Register Sign Program Property must be listed Signs are pewter-finished anodized aluminum with dark etched letters Owners cost is approx. $60 for the $600 sign Montana lodging tax subsidizes the remainder of the sign’s cost Sign must be install near or on the building NR sign © 2007 by Rolene Schliesman


NRHP Eligibility: NRHP Eligibility 50+ years old Good Integrity National Register Criteria A.) Historical Event or Pattern B.) Important Person or Group C.) Physical Characteristics: Type, Style, Masterwork, District D.) Archeology


NRHP & CLGs: NRHP & CLGs CLGs are required to review nominations in their jurisdictions Preservation commissions host meetings to gather public input on nominations If the chief elected official and the preservation commission find that a property is not eligible and object to a nomination, the property will not be listed


SHPO Preservation Posters: SHPO Preservation Posters Posters designed by Kate Hampton & Damon Murdo, MT SHPO


SHPO Biennial Preservation Awards: SHPO Biennial Preservation Awards Montana Lt Governor John Bolinger 2007 Preservation Awards ©2007 by Rolene Schliesman


SHPO Biennial Preservation Awards: SHPO Biennial Preservation Awards 2007 Preservation Awards, Helena MT © 2007 by Rolene Schliesman