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1984-066 - ARCHITEXAS proposal for architectural services
v, RESOLUTION NO. S4 -066 WHEREAS, the City of Paris, has need for professional services and ARCHITEXAS, 1707 Marilla, Dallas, Texas 75201, has made a proposal for architectural services for the conducting of an historical survey in accordance with City of Paris contract with Texas Historical Commission; and, WHEREAS, it is deemed to be in the best interest of the City of Paris that such proposal be accepted and that a contract for professional services in the form of Exhibit A attached hereto be entered into with said ARCHITEXAS; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PARIS, That the proposal of ARCHITEXAS for professional architectural services be, and the same is hereby accepted. BE IT FURTHER RESOLVED, That the Mayor of the City of Paris, Joe Graham, be, and he is hereby authorized and directed on behalf of the City of Paris to execute the Professional Service Contract attached hereto as Exhibit A. Passed and adopted this 10th day of September, 1984. ATTEST: TF re ne, City Clerk APPROVED AS TO FORM: aynes ity Attorney I stp, p - . '� PROFESSIONAL SERVICE CONTRACT STATE OF TEXAS § KNOW ALL MEN BY THESE PRESENTS: COUNTY OF LAMAR § That the CITY OF PARIS, Paris, Texas, a municipal corporation, acting by and through its Mayor_, Joe Graham, hereinafter referred to as CITY and ARCHITEXAS, a Texas Partnership, hereinafter referred to as ARCHITEXAS acting by and through. its partner Craig Melde, with its principal place of business being 1707 Marilla, Dallas, Texas 75201, do contract and agree as follows: 1. The CITY wishes to procure and ARCHITEXAS desires to provide professional services as described in contract between Texas Historical Commission and City of Paris, attached hereto as Exhibit A, said services to be provided in accordance with the standards therein enumerated at a fee and expense not to exceed those shown in PROFESSIONAL FEES AND EXPENSES BUDGET at page 12 of Attachment IV of said Exhibit A. 2. ARCHITEXAS will provide CITY two (2) photocopies of all submissions to Texas Historical Commission (except negatives), and twenty -five (25) copies of the completed survey report. 3. ARCHITEXAS shall pursue assigned task with due diligence completing the same as soon as possible. 4. ARCHITEXAS will not discriminate against any employee or applicant for employment because of race, reli- gion, color, sex, or national origin. 5. CITY and ARCHITEXAS hereby agree to the full performance of the covenants contained herein. 6. CITY and ARCHITEXAS each binds itself, its succes- sors, and assigns to this agreement and to the covenants herein contained. ARCHITEXAS shall not assign, sublet, or transfer its interest in the contract without the written consent of CITY. EXHIBIT A ENTERED INTO TIIIS 10th day of September, 1984. ATTEST: H. C. Greene, City Clerk APPROVED AS TO FORM: T. K. Haynes, City Attorney CITY OF PARIS - ow��Alv� Joe ra am, Mayor ARCHITEXAS BY: Craig Melde ARCHITECTURAi, SURVEY ACREiT1PNT This Agreement is entered into by the Texas Historical Commission, Commission, a State Agency, hereinafter referred to as the Cotmnissi.on, and _the_ City of Paris, _ _Paris, Texas _ hereinafter referred to as the Contractor, pursuant to a grant made to the Texas Historical. Commission for Fiscal Year 19 84, by the U.S. Department of the Interior, National. Park Service, under the provisions of the National Historic Preservation Act of 1966 (P.L. 89 -665) for the purposes of conducting a statewide inventory of cultural resources. THE CONTRACTOR, in consideration of the hereinafter monetary sum to be paid by the Commission agrees as follows: Sec. 1. The Contractor shall undertake a survey of historical resources of Paris Texas, in the following county(i.es) Lamar pursuant: to, and in conformity with the provisions of the letter of agreement from the Commission to the Contractor dated April, 18, 1984 a copy of which letter is attached to this Agreement as Attachment III and incorporated herein for all purposes, and in conformity with the Project Proposal submitted.by the Contractor to the Commission August 29, 1984 Sec. 2 It is agreed that the Contractor shall be an independent Contractor for the purposes of this Agreement. The Contractor shall not be considered the agent, the servant, or the employee of the Commission for any purpose wha L;oeyer. The liabilities of any kind arising from the perf`onnanuu of the contracted wnrk covered by this Agreement and all Appendices thereto are the reqponsibility of the Contractor. Sec. 3. In the performance of the survey and nomination as described in Attach- ment III, the Contractor shall utilize the current forms in use by the Commission as stipulated in Attachment 1, "National. Register Survey Guidelines," and shall follow the Secretary of the Interior's Standards and Guidelines for Identification, Evalua- tion, and Registration (Attachment 1I). The Contractor may use a 4"x5" or 35mm for- mat camera for the photographic documatation of each surveyed site. The completed, legible survey forms, negatives, index sheets and two sets of contact sheets shall become the property of the Commission upon completion of the contract. Attachment I, Appendix A, illustrates the survey form and Appendix B illustrates the 35mm index sheet, which shall be employed in fulfillment of said contract. The professional hired by the Contractor shall proofread and initial all the typed survey forms. All forms must be approved and certified as being complete by the Commission prior to the fulfillment of the contractual obligations. The Contractor must also provide the lo- cation of each recorded site, clearly delineated on CSGS 7.5' maps or other maps deemed appropriate by the Commission. The Commission will provide the Contractor with all necessary USGS base maps. Prior to the final payment, the Con tractor shall submit to the Commission a report on the survey process as outlined in the Secretary of the. Interior's Guidelines for Identification and N ❑tion:il Itep,ivtcr and uUicr hi Ln�ic designation recommendations following Lhe Scaactiry of LW Interior's cuidel -fines for Evaluation (Attachment II). The Contractor :hall also uhmi. to the Commission, a National Register Multiple Resource Nomination, which follows the recom:meudaKons of this final report and meets the Secretary of the Interior's Standard; and _Gui- delines for Registration, as well as the Commission's standards and guidelines. This should include the completed nomination text, as approved by the Commission, maps indicating the location of each property being nominated, and S "x10" black and white photographs (2 copies of each print) of all of these sites, as well as 35mm color slides of Page 2 Sec. 4. For the purposes of this contract and i.ts fulfillment, survev refer, to the definition of IWOHNivo Survev n:; outlined in tW Kccr�t.uv of ihe_ lnicrior's I Guidelines for Identification. It sould include a comprehens ve gatherin_g of detail- ed data on the historic and physical character of a clearly delineated geographic re- gion through fieldwork and historical research. It should form the basis for a Com- prehensive Preservation Plan for this area as defined in the Secretar✓ of_the Inter- ior's Standards and Guidelines for Preservation Planninm. In order that thi_s survey be comprehensive, the professional hired by the Curttil,_tor shall examine all of the resources in the City of Paris _ -_ --- _ , except those in areas that have been determined through map and historical research, local contact, or experience to be inaccessible cr highly unlikely to yield historical ar cultural. resources. Sec. 5. The Contractor shall conduct reviews pursuant to Art. 6145, V.T.C.S. and Sec. 106, P.L. 89 -665, as may be periodically requested by the Commission for the purpose of determining impact on historical properties. Sec. 6. The completed survey forms, contact sheets, label sheets, photo- graphic negatives, and final report generated by the work of the Contractor under the provisions of this Agreement shall be the property of the Commission. The Commission shall be permitted access to all notes, photographic negatives, color slides, and other materials generated as a result of this contract, but will return to the Contractor all materials not required for fulfillment of this contract by the Commission. Sec. 7. The staff employed by the Contractor shall, meet the criteria for employment as prescribed by the commission, In addition, the Commission will advertise and solicit resumes via national and local advertisement of Tersons pos- sessing the qualifications as stated in Attachment I attached to this Agreement. The Commission will submit to the Contractor resumes of qualified applicants from which the Contractor may select to undertake contractual requirements. In all cases the person(s) employed by the Contractor to complete the work specified in Sec. 1 must meet with the approval of the Commission. The professional hired must also attend an orientation session with the Commission's D.'acional Register staff prior to commencing survey work. Sec. 8. The Contractor shall keep accurate financial records availablee for audit by the Commission or by Federal_ auditors at all times in accordance with Federal Management Circulars A .87 and O:iB A 102 (Revised) and the Grants Management Manual of the Office of Archeology and Historic Preservation, National. Park Service, U.S. Department of the Interior. Sec. 9. All grant funds shall be spent in the manner and amounts specified in the approved detailed Budget, a copv of which is attached to this document as Attachment IV. Sec. 10. The survey work covered by this Agreement shall begin September 4 19 84, and be completed by July 31 _, 19 85. If for any reason the survey work is not completed by such date or if this Agreement is cancelled due to Contractor's default, then all amounts paid under this Agreement shall be immediately due and repayable to the Commission. It is further agreed that all materials stipulated in Sections 3 and 6 and all reimbursement requests be submitted to the Commission by August 31., 198b Sec. 11. All documents referred to herein are hereby specifically adopted as part of this Agreement, as is set forth herein. Page 3 THE COMMISSION, in consideration of the hereinbefore described undertaking by the Contractor, agrees as follows: Sec. 1. The Commission shall reimburse the Contractor exclusively from U.S. Department of the Interior grant -in -aid funds for historic preservation (survey and planning) upon the receipt and approval of invoices from the Contractor as long as the Contractor is in compliance with this Agreement, up to the total grant sum of $15,000 , such payments to be made Bi_- monthly over a period of 1.2 months for services - actually rendered, or if mutually agreed, in one lump sum up to the total grant sum, upon completion and approval of all the requirements set forth in this Agreement. The Contractor shall submit documented reimbursement requests to the Commission and the Commission will in turn reimburse the Contractor up to one half of the requested figure. It is further agreed that a sum not to exceed 10% of the total granted sum will be retained by the Commission until all stipulated materials and properly documented reimbursement requests are submitted by the Contractor. Sec. 2. The Commission shall provide the Contractor with photocopies of all completed survey cards, contact sheets, label sheets, and USGS maps, unless provision of these materials to the Contractor is part of the responsibili- ty of the professional staff described in Sec. 7 and is stipulated in the contract between that staff and the Contractor. IT IS FURTHER AGREED and understood by both parties that: Sec. 1. All materials published, printed, or used for public distribution funded in whole or in part by the Commission will note on its materials tinat the Texas Historical Commission and the U.S. Department of the Interior, National Park Service, aided in financially assisting this work. Sec. 2. This Agreement may not be amended by either party without the written consent of the other party. In special. cases, adjustment of the contractual requirements may be necessary pursuant to recommendations by the National Register Department with the approval of the Texas Historical Commission. WITNESS OUR HANDS this 4th ATTEST: H. C. Greene, City Clerk APPROVED AS TO FORM: by: by: day of September THE TEXAS HISTORICAL COMMISSION Curtis Tunnell Executive Director CITY OF PARIS, PARIS, TEXAS Joe Graham, Mayor APPROVED AS TO FOI(M: by: T. K. Baynes, City Atturecy Assistant Attorney General 1984 . NATIONAL REGISTER SURVEY GRANTS PRE- APPLICATION MNUAL i E TEXAS HISTORICAL COMMISSICN NATIONAL REGISTER DEPARTMENT P. 0. Box 12276 Austin, 'Texas 78711 (512) 475 -3094 ATTACH,*IENT I Revised December, 1983 SURVEY GRANTS National Register Survey Grants are annually allocated by the Texas Historical Commission to assist in the compilation of an inventory of the State's cultural resources and to provide basic planning data. These grants are allocated from the National Register Annual Work Pro- gram Grant awarded to the State of Texas by the Department of the Interior. The Texas Historical Commission, administrator of the National Register Program in Texas, selects surveys which will contribute to the State's Preservation Plan and makes awards in con- junction with the National Park Service, De- partment of the Interior. As with other grants awarded through the Texas Historical Commission, survey grants must be matched on a 50 -50 basis. Since the funding is federal in origin, only non - federal monies may be used as a match, with the exception of Genera Revenue Sharing and Community De- velopment Block Grant monies. PRE - APPLICATION PROCEDURES A signed National Register Survey Grant Pre - Application Form must be submitted to the Texas Historical Commission in order for a nonprofit organization or governmental entity to be eligible for a survey grant. A pre - application for a Survey Grant need not propose an elaborate project description with a specific time schedule. The pre - application should, however, briefly describe the need, the proposed work, probable professionals, expected costs with matching capabilities, anticipated project duration, and any deadlines and specific schedules the applicant must adhere to. If a Survey Grant is awarded, a Project Proposal for specific work based on a set time schedule will be required for review and approval prior to project commencement. The deadline for receipt of these completed pre applications is normally June 1st of each year. GRANT AWARDS Announcement of the Survey Grant awards will be made by the Historical Commission a early as possible in each fisc:r ,tar, but' the actual date of this award is dependent upon federal funding, it may vary from year to year. Too rigid a time schedule for completion of projects should therefore not be proposed. Each grant award is contingent upon submittal of an acceptable Project Proposal within two months of the date of announcement. Grant Awards for those projects failing to submit an acceptable Project Proposal by this deadline will automatically revert to the Texas Historical Commission for reallocation to another worthy project. PROJECT PROPOSAL A detailed description of what is to be accom- plished with this grant award must be submitted for the approval of the Texas Historical Commis- sion prior to project implementation. This Project Proposal should include: (1) description of the existing circumstances prompting the need for this survey (2) Proposed scope of work, what can be expected to be accomplished (3) Project personnel and their professional qualifications (4) Budget Summary and a Detailed Budget Breakdown and Narrative. A budget narrative must be submitted with the proposed budget to explain expenditures, by item. Calculations justifying all entries should be shown. Identify all sources of matching funds. Applicants must match the amount requested with non - federal cash funds on a 50 -50 basis. NOTE: Cost associated with activities to influence legislation pending before the Congress, commonly referred to as "lobbying," are unallowable as charges to the National Park Service Historic Preservation Fund. These grants must conform to provisions of M USC 1913: "No part of the money appropriated by any enactment of Congress, may be used directly or in- directly to pay for any personal service, advertisement, telegram, telephone, letter, printed or written matter, or other device, intended or designed to influence in any manner a Member of Congress, to favor or oppose, by vote or otherwise, any legislation or appropriation by Congress, whether before or after the introduction of any bill or resolution proposing such legislation or appropriation; but this shall not prevent officers or em- ployees of the United States or its departments or agencies from communicating to Members of Congress on the request of any Member or to Congress, through the proper official channels, requests for legislation or appropriation which they deem necessary for the effi- cient conduct of the public business." (5) Proposed project start and ..,d dates (6) Outline of anticipated future phases of work (7) Plans for utilization of data gathered in this phase. Inquiries concerning availability of funding can be made at any time, as funds are periodically reallocated. PROFESSIONAL STANDARDS To insure that appropriate historical, architec- tural, archeological and cultural properties are identified for the public benefit through grant - in-aid assistance, the following minimal profes- sional standards for historical, architectural, and archeological documentation have been estab- lished by Preservation Assistance Division, National Park Service. "Personnel. Those persons supervising the surveys must be professionally qualified in accordance with 36 CFR 66 as follows: Professional Staff Requirements "In the following definitions, a year of full -time pro- fessional experience need not consist of a continuous year of full-time work but may be made up of dis- continuous periods of full-time or part -time work adding up to the equivalent of a year of full-time ex- perience. (a) History. The minimum professional qualifications in history are a graduate degree in history or closely related field; or a bachelor's degree in history or a closely related field plus one of the following: (1) At least two years of full-time experience in research, writing, teaching, interpretation, or other demonstrable professional activity with an academic institution, his- torical organization or agency, museum, or other pro- fessional institution; or (2) substantial contribution through research and publication to the body of scholar- ly knowledge in the field of history. (b) Archeology. The minimum professional qualifica- tions in archeology are: (1) a graduate degree in arche- ology, anthropology, or closely related field, or equi- valent training accepted for accreditation purposes by the Society of Professional Archeologists, (2) demon- strated ability to carry research to completion of theses, research reports, or similar documents, and (3) at least 16 months of professional experience and /or specialized training in archeological field, laboratory, or library research, administration, or management, including at least 4 months experience in archeological field re- search and at least one year of experience and /or special- ized training in the kind of activity the individual proposes to practic- For example, persons supervising field archeology should have at least I year or its equi- valent in field experience and /or specialized field train- ing, including at least six months in a supervisory role. Persons engaged to do archival or documentary re- search should have had at least I year experience and /or specialized training in such work. Archeologists engaged in regional or agency planning or compliance with his- toric preservation procedures should have had at least I year of experience in work directly pertinent to plan- ning, compliance actions, etc., and /or specialized historic preservation or cultural resource management training. A practitioner of prehistoric archeology should have had at least I year of experience or specialized training in research concerning archeological resources of the prehistoric period. A practitioner of historic archeology should have had at least I year of experience in research concerning archeological resources of the historic period. Experience in archeological research in the region where the project will be undertaken is usually desirable. (c) Architectural History. The minimum professional qualifications in architectural history are a graduate degree in architectural history, historic preservation, or closely related field, with course work in American architectural history; or a bachelor's degree in architec- tural history, with a concentration in American architec- ture; or a bachelor's degree in architectural history, historic preservation, or closely related field plus one of the following: (1) At least two years full-time experi- ence in research, writing, or teaching in American history or restoration architecture with an academic institution, historical organization or agency, museum, or other professional institution; or (2) substantial contribution through research and publication to tine body of scholarly knowledge in the field of American architectural history. (d) Historical Architecture. The minimum professional qualifications in historical architecture are a professional degree in architecture or a state license to practice architecture, plus one of the following: (1) At least 1 year of graduate study in architectural preservation, American history, preservation planning, or closely related field and at least 1 year of full -time professional experience on preservation and restoration projects; or (2) at least 2 years of full -time professional ex- perience on preservation and restoration projects. Experience on preservation and restoration projects shall include detailed investigations of historic struc- tures, preparation of historic structures research re- ports, and preparation of plans and specifications for preservation projects." THE COMPLETED SURVEY Standard survey documents which are typically required to be submitted to the Texas Historical Commission upon completion of the survey are as follows: Architecture (1) Original survey cards, typed. Survey forms to be provided by the Texas Historical Commis- sion. (See Appendix A.) (2) Negatives of all inventoried sites with proper identification of each view. These may be either 4" x 5" or 35mtn format. If 35mm format is used, each roll of film must be accom- panied by two contact sheets and one com- pleted Photo Index sheet. (See Appendix B). (3) USGS 7.5' Series maps, with all inventoried sites clearly identified on the map. Maps to be provided by the Texas Historical Commission. (See Appendix C.) REVIEW AND APPROVAL OF THE PROJECT PROPOSAL Project Proposals should be submitted to the Texas Historical Commission for review and approval as soon as feasible so as to expedite the project and to avoid additional delays due to deadline backlogs. A meeting at the offices of the Texas Historical Commission will be required for all grant re- cipients. The project supervisor and the grant recipient's fiscal officer will be required to attend. The purpose of the meeting is to both establish survey priorities and a timetable for completion, and formalize a budget and reim- bursement procedures. A time and date for the meeting will be arranged following submittal of the Project Proposal. Under no circumstances will Project Proposals be reviewed after the review deadline. No work should begin prior to receiving from the Texas Historical Commission a written approval of the Project Proposal. PROJECT IMPLEMENTATION A. Project Contract. The contractual agrce- ment (approved by the State Attorney General) specifying the approximate scope of work, a timetable for completion and budgetary concerns will be prepared by the Texas Historical Commission on the basis of the Project Proposal and the subsequent consultations with the grant recipient. The agreement must be jointly signed by the Executive Director of the Texas Historical Commission and the grantee or the appro- priate legal representative - )r to com- mencement of project wor; B. Reimbursement Procedures. Reimburse- ment can be made as a lump sum at the completion of the project, or periodically upon receipt of verification of accrued expenditures. In either case, the request for reimbursement submitted to the Texas Historical Commission is to contain: A written request for reimbursement listing: a. the number of the request (1st, 2nd, etc.) b. project period covered c. costs previously reported d. costs presently listed 2. Verification of the claimed expenses and proof of payments in accordance with Federal Management CircularA.87 and OMB A 102 (revised). C. Project Review. A periodic review will be made by the Texas Ifistotical Commission, National Register Department, to monitor project progress and to assist with any diffi- culties encountered. Additional reviews may be requested by either party at any time. Following review, the contract may be amended if necessary_ Amendments may be necessary if the project is proceed- ing more rapidly or slowly than anticipa- ted, and survey work may be added to, or deleted from, the contract. D. Project Certification and Final Report. Twenty -five percent of the grant awards will be retained by the Commission and paid upon receipt and certification of the completed survey material and a detailed, documented Final Report. All survey material will be reviewed within 21 days of submission to the Texas Historical Commis- sion, National Register Department. Sur- vey material may be returned if it is felt that the submitted data is incomplete. Corrected or amended survey data should be returned to the Texas historical Com- mission for certification and final payment. E. Fiscal Records. It will be the responsibility of the grant recipient to maintain all finan- cial records (receipts, invoices, and time- tables) in accordance with Federal Manage- ment Circular A.87 and OMB A 102 (re- vised) for a period of three years beyond the Project End Date. TEXAS HISTORIC SITES INVENTORY FORM —TEXAS HISTORICAL COMMISSION (rev. 8 -82) APPENDIX A 1. County Bosque BOS 5. USGS Quad No. 4197 -442 Site No. 12 City /Rural Norse Community UTM Sector 1,4/626920/4514°70 2. Name Joseph and Anna Olson Farm 6. Date: Factual 1872 Est. Off of FM 182, 5 miles south_ east 7. Architect/Builder Joseph and Jacob Olson Address of Clifton Contractor 3. Owner R. L. Henderson / D. M. McTaggart B. Style/Type Pioneer Norwegian Vernacular Address 7224 Westover 49aco TX 76710 g. Original Use Residence 4. Block /Lot Present Use Vacant 0. Description 2- story stone and wood frame house Ground -floor is limestone masonry with wood - frame attic. Single door entrance with double-hung, six over six lights. One story Detached stone smoke11011se with stone lean -to and eQjl ar stands eft of main 11.USe. I. Present Condition Poor - presently abandoned with broken windows but stable roof, 2.Significance Good example of pioneer, stone Norwegian farm house. Joseph an Anna Olson arrived in in�u ("o mT.k in 1SS4 Thi cemhinaticn of stone and wood constriction is unirnir in the rniinry f t not uncommon _in f1 d Tj,nh Al grin's " " 3. Relationship to Site: Moved Date or Original Site (describe) I. Bibliography Jacob Olson Memoirs in 130squel5. Informant R Radde and Rav Byford. Countv Museum 16. Recorder DH /DM Date 7 -79 _ DESIGNATIONS TNRIS No. Old THC Code B &W 4x5s PHOTO DATA Slides ❑ RTHL ❑ HABS (no.) TEX- 35mm Negs. NR: ❑ Individual ❑Historic District YEAR DRWR ROLL FRME ©Thematic ❑Multiple-Resource 01 1 O1_ NP, File Name Norwegian Settlement Them. Other NAME: OLr;,ehI Fbu DE ADDRESS: OF� FM IRa Fv+1ifS Ile oT Cit�{o�t ROLL FRME to to to CO CITY QUAD IB.OL —T 34z 7, VIEW :' sw OW, �„ RECORDED BY: i%H DATE:_ -71 TEXAS H|,-1R|C SITES INVENTORY 35romPMC INDEX APPENDIX 8 TEXAS HISTORICAL COMMISSION F|LMTYPE YEAR DRVvK ROLL SURVEYT|TLE PHOTOGRAPHER DATE DO QUAD NO. FRME CITY SITE NO, NAME/ADDRESS VIEW l_=s_Sw_O FACTNC ME southeast of Clifton 1�urta,n,� APPENDIX C 2-f — - u it 0 J F c ' 'SIT Nol eJ l /V� `968 T t Jig � 1 I .11 I'll �I006 eJCrt MS6 977 N O , VVV I 9 >9 s e �ll, SITE. 1-b t2 �V -�Sugarloaf ' o� >r �MOUn[a1mv, , 624 IHUFSr Sl'ewcl �2c _.— - A(J - — _— - 610 a nw '27 SCALE 1.24000 3 0 I M�IF - =0 0 1000 2000 X000 MM ,'110 •;1x0 1 I S 0 1 n,M ETC - =— J - f 2 CONTOUR INTERVAL 2D rEET T'SY ., NATIONAL GEODETIC VERTICAL C 'M OF 1929 I ATTACHMGN'r L1. Thursday September 29, 1983 Part IV Department of the Interior National Park Service Archeology and Historic Preservation; Secretary of the Interior's Standards and Guidelines 44716 Federal Register DEPARTMENT OF THE INTERIOR National Park Service Archeology and Historic Preservation; Secretary of the interior's Standards and Guidelines AGENCY: National Park Service, Interior, ACTION: Notice. SUMMARY: This notice sets forth the Secretary of the Interior's Standards and Guidelines for Archeology and Historic Preservation. These standards and guidelines are not regulatory and do not set or interpret agency policy. They are intended to provide technical advice about archeological and historic preservation activities and methods. GATE: These Standards and Guidelines are effective on September 29, 1903. FOR FURTHER INFORMATION CONTACT: Lawrmnce E. Aten, Chief, Interagency Resources Division, National Park ServicdI, United States Department of the Interior, Washington, D.C. 20240 (202- 343- 9500). A Directory of Technical Information listing other sources of supporting information is available from the National Park Service. SUPPLEMENTARY INFORMATION: The Standards and Guidelines are prepared under the authority of Sections 101(Q, (g), and (h), and Section 110 of the National Historic Preservation Act of 1968, as amended. State Historic Preservation Officers: Federal Preservation Officers including those of the Department of Agriculture, Department of Defense, Smithsonian Institution and General Services Administration; the Advisory Council on Historic Preservation; the National Trust for Historic Preservation; and other interested parties were consulted during the development of the Standards and Guidelines; additional consultation with these agencies will occur as the Standards and Guidelines are tested during their first year of use. Purpose The proposed Standards and the philosophy on which they are based result from nearly twenty years of intensive preservation activities at the Federal. State, and local levels. The purposes of the Standards are: To organize the information gathered about preservation activities. To describe results to be achieved by Federal agencies, States, and others when planning for the identification, evaluation. registration and treatment of 5isloric properties. To integrate the diverse efforts of :many entities performing historic 48. No. 190 / Thursday, September 29, 1' preservation into a systematic effort to preserve our nation's cultural heritage. Uses of the Standards The following groups or individuals are encouraged to use these Standards: Federal agency personnel responsible for cultural resource management pursuant to Section 110 of the National Historic Preservation Act, as amended, in areas under Federal jurisdiction. A separate series of guidelines advising Federal agencies on their specific historic preservation activities under Section 110 is in preparation. State Historic Preservation Offices responsible under the National Historic Preservation Act, as amended, for making decisions about the preservation of historic properties in their States in accordance with appropriate regulations and the Historic Preservation Fund Grants Management Manunl. The State Historic Preservation Offices serve as the focal point for preservation planning and act as a central state -wide repository of collected information. Local governments wishing to establish a comprehensive approach to the identification, evaluation, registration and treatment of historic properties within their jurisdictions. Other individuals and organizations needing basic technical standards and guidelines for historic preservation activities. Organization This material is organized in three sections: Standards: Guidelines; and recommended technical sources, cited at the end of each set of guidelines. Users of this document are expected to consult the recommended technical sources to obtain guidance in specific cases. Review of the Standards and Guidelines The Secretary of the Interior's Standards for Rehabilitation have recently undergone extepsive review and their guidelines made current after 5 years of field use. Users and other interested parties are encouraged to submit written comments on the utilitv of these Standards and Guidelines except for the Rehabilitation Standards mentioned above. This edition will be thoroughly reviewed by the National Park Service (including consultation with Federal and State agencies), after the end of its first full year of use and any necessary modifications will be made. Subsequent reviews are anticipated as needed. Comments should be sent to Chief. Interagency Resources Division, National Park Service. United States Department of the Interior, Washington, D.C. 20240. / Notices Contents Standards for Presnrva lion Planning Guidelines for 11reserva Gon Planning Standards for Identification G ui clolines for Identification Standards for Evaluation Guidelines for Evaluation Standards for Registration Guidelines for Registration Standards for Historical Documentation Guidelines for Historical Documentation Standards for Architectural and Engineering Documenlation Guidelines for Architectural and Engineering Documentation Standards for Archeological Dorumemalmn Guidelines for Archeulogimd Documenlation Standards for I {ista nc Preservation Projer.ts Profeioim al Quulificu Dons Standards Preservation Terminology Secretary of the Interior's Standards for Preservation Planning Preservation planning is a process that organizes preservation activities (identification, evaluation, registration and treatment of historic properties) in a logical sequence. The Standards for Planning discuss the relationship among these activities while the remaining activity standards consider how each activity should be carried out. The Professional Qualifications Standards discuss the education and experience required to carry out various activities. The Standards for Planning outline a process that determines when an area should be examined for historic properties, whether an identified property is significant, and how a significant property should be treated. Preservation planning is based on the following principles: — Important historic properties cannot be replaced if they are destroyed. Preservation planning provides for conservative use of these properties. preserving them in place and avoiding harm when possible and altering or destroying properties only when necessary. —If planning for the preservation of historic properties is to have positive effects, it must begin before the identification of all significant properties has been completed. To make responsible decisions about historic properties, existing information must be used to the maximum extent and new information must be acquired as needed. — Preservation planning includes public participation. The planning process should provide a forum for open discussion of preservation issues. Public involvement is most meaningful when it Is used to assist in defining values of properties and preservation planning issues, rather than when it is limited to review of decisions already made. Early Federal Regir / Vol. 48, No. 190 / Thursday, Septem` and continuing public participation is essential to the broad acceptance of Preservation planning decisions. Preservation planning can occur at severed levels or scales: in a projecl area; in a community; in a State as a whole: or in the scattered or contiguous landholdings of 4 Federal agency. Depending on the scale, the planning process will involve different segments of the public and professional communities and the resulting plans will vary in detail. For example, a State preservation plan will likely have more general recommendations than a plan for a project area or a community. The planning process described in these Standards is flexible enough to be used at all levels while providing a common structure which promotes coordination and minimizes duplication of effort. The Guidelines for Preservation Planning contain additional information about how to integrate various levels of planning. Standard 1. Preservation Planning Establishes lKstoric Contexts Decisions about the identification, evaluation, registration and treatment of historic properties are most reliably made when the relationship of individual properties to other similar properties is understood information about historic properties representing aspects of history, architecture, archeology, engineering and culture must be collected and organized to define these relationships. This organizational framework is called s "historic context." The historic context organizes information based on a cultural theme and.its geographical and chronological limits. Contexts describe the significant broad patterns of development in an area that may be, represented by historic properties. The development of historic contexts is the foundation for decisions about identification, evaluation, registration and treatment of historic properties. Standard IL Preservation Planning Uses Historic Contexts To Develop Goals and Priorities for the Identification, Evaluation, Registration and Treatment of Historic Properties A series of preservation goals is systematically developed for each historic context to ensure that the range of properties representing the important aspects of each historic context is identified, evaluated and treated. Then priorities are set for all goals identified for each historic context. The goals with assigned priorities established for each historic context are integrated to produce a comprehensive and consistent set of goals and priorities for all historic contexts in the geographical area of a planning elfin I. The goals for ouch historic context may change as new information becomes availuble.'Phe overall set of goals and priorities are then altered in response to the changes in the goals and priorities for the individual historic contexts. Activities undertaken to meet the goals must be designed to deliver a usable product within a reasonable period of time. The scope of the activity must be defined so the work can be completed with available budgeted program resources. Standard flL The Results of Preservation Planning Are Made Available for Integration Into Broader Planning Processes Preservation of historic properties is one element of larger planning processes. Planning results, including goals and priorities, informatiou about historic properties, and any planning documents, must be transmitted in a usable form to those responsible for other planning activities. Federally mandated historic preservation planning is most successfully integrated into project mamagemenl planning at an early stage- Elsewhere, this integration is achieved by making the results of Preservation planning available to other governmental planning bodies and to private interests whose activities affect historic properties. Secretary of the Interior's Guidelines for Preservation Planning Introduction These Guidelines link the Standards for Preservation Planning with more specific guidance and technical information. They describe one approach to meeting the Standards for Preservation Planning. Agencies, organizations or individuals proposing to approach planning differently may wish to review their approaches with the National Park Service. The Guidelines are organized as follows: Managing the Planning Process Developing Fristoric Contexts Developing Goals for a Historic Context Integrating Individual Historic Contexts— Creating the preservation Plan Coordinating with Management Frameworks Recommended Sources of Technical Information Managing the Planning Process The preservation planning process must include an explicit approach to implementation, a provision for review and revision of all elements, turd it mechanism for resolving conflicts within 29, 1983 / Notices 44717 the overall set of preservation goals and between this set of goals and other land use planning goals. It is recommended that the process and its products be described in public documents. Implementing the Process The planning process is a continuous cycle. To establish and maintain such a process, however, the process must be divided into manageable segments that can be performed within a defined period, such as a fiscal year or budget cycle. One means of achieving this is to define a period of time during which all the preliminary steps in the planning process will he completed. These preliminary steps would include setting a schedule for subsequent activities. Review and Revision Planning is a dynamic process. It Is - expected that the content of the historic contexts described in Standard I and the goals and priorities described in Standard 11 will be altered based on new information obtained as planning proceeds. The incorporation of this informs lion is essential to improve the content of the plan and to keep it up -to- date turd useful. New information must be reviewed regularly and systematically, and the plan revised accordingly. Public Purticipotion The success of the preservation planning pmcess depends on how well it solicits and integrates the views of various groups. The planning process is directed first toward resolving conflicts in goals for historic preservation, and second toward resolving conflicts between historic preservation goals and other land -use planning goals. Public participation is inlergral to this approach and imludes at least the following actions: 1. Involving historians, architectural historians, archeologists, historical architects, folklorists and persons from related disciph,o- to define, review and revise the hisluric contexts, goals and priorities; 2. Involving w- nested individuals, organizations and communities in the planning area in identifying the kinds of historic proper,,. that may exist and suiu ble prote( measures; 3. Involving pi. �spective users of the preservation pl , in defining issues, goals and priori:,. s; 4. Providing r, r coordination with other planning ,'.torts at local, state, regional and mi:,,nal levels, art appropriate; and 44718 Federal Register 48, No. 190 / Thursday, September 2f 93 / Notices 5. Creating mechanisms for identi(ying and resolving conflicts about historic Preservation issues. The development of historic contexts, for example, should be based on the professional input of all disciplines involved in preservation and not be.- limited to a single discipline. For prehistoric archeology, for example, data from fields such as geology, geomorphology and geography may also be needed. The individuals and organizations to be involved will depend, in part, on those present or interested in the planning area. Documents Resulting from the Planning Process In most cases, the phoning process produces documents that explain haw the process works and that discuss the historic contexts and related goals and priorities. While the process con operate in the absence of these documents, planning documents are important because they are the most effective means of communicating the process and its recommendations to others. Planning documents also record decisions about historic properties. As various parts of the planning process are reviewed and revised to reflect current information, related documents must also be updated. Planning documents should be created in a form that can be easily revised. It is also recommended that the format, language and organization of any documents or other materials (visual Bids, etc.) containing preservation Planning information meet the needs of Prospective users. Developing Historic Contexts General Approach Available informati -m about historic properties must be divided into manageable units before it can be useful for planning purposes. Major decisions about'ideutifying, evaluating, registering and treating historic properties are most reliably made in the context of other related properties. A historic context is an organizational format that groups information about related historic properties, based on a theme, geographic limits and chronological period. A single historic context describes one or more aspects of the historic development of an area, considering history, architecture, archeology, engineering and culture: and identifies the significant patterns that individual historic properties represent, for example, Coal Mining in Northeastern Pennsylvania between :660 and 1930. A at of historic contexts is a comprehensive summary of all aspects of the history of the aren. The historic context is the cornerstone of the planning process. The goal of Preservation planning is to identify, evaluate, register and treat the full range of properties representing each historic context, rather than only one or two types of properties. Identification activities are organized to ensure that research and survey activities include Properties representing all aspects of the historic context. Evaluation uses the historic context as the framework within which to apply the criteria for evalution to specific properties or property types. Decisions about treatment of properties are made with the goal of treating the range of properties in the context.'I'lie use of historic contexts in organizing major preservation activities ensures that those activities result in the preservation of the wide variety of properties that represent our history, rather than only a small, biased sample of properties, I istoric contexts, as theoretical constructs, are linked to actual historic properties through the concept of Property type. Property types permit the development of plans for identification, evaluation and treatment even in the absence of complete knowledge of individual properties. Like the historic context, property types are artifical constructs which may be revised as necessary. Historic contexts can be developed at a variety of scales appropriate for local. State and regional planning. Given the probability of historic contexts overlapping in an area, it is important to coordinate the development and use of contexts at all levels. Generally. the State Historic Preservation Office possesses the most complete body of information about historic properties and, in practice, is in the best position to perform this function. The development of hislonc contexts generally results in documents lknt describe the prehistoric processes or Patterns that define the context. Each of the contexts selected should be developed to the point of identifying important property types to be useful in later preservation decision- making. The amount of detail included in these summaries will vary depending on the level (local, state, regional, or national) at which the contexts are developed and on their intended uses. For most planning purposes, a synopsis of the written description of the historic context is sufficient, Creating a Historic Context Generally, historic contexts should not be constructed so broadly as to include, all property types under a single historic context or so narrowly as to contain only one property type per historic context. The following procedures should be followed in creating a historic context. 1. Identify the concept: time period and geagrophicol limits for the historic Context Existing information, concepts, theories, models and descriptions should he used as the basis for defining historic contexts. Biases in primary and secondary sources should be identified and accounted for when existing information is used in defining historic contexts. The identification and description of historic contexts should incorporate contributions from all disciplines involved in historic preservation. The chronological period and geographical area of each historic context should be defined after the conceptual basis is established. However, there may be exceptions, especially in defining Prehistoric contexts where drainage systems or physiographic regions often are outlined first. The geographical boundaries for historic contexts should not be based upon contemporary political, project or other contemporary boundaries if those boundaries do not coincide with historical boundaries. For example, boundaries for prehistoric contexts will have little relationship to contemporary city, county or state boundaries. 2. Assemble the existing information about the historic context a. Collecting information: Several kinds of information are needed to construct a preservation plan, Information about the history of the area encompassed by the historic context must be collected, including any iuformution about historic properties that have already been identified. Existing survey or inventory entries are an important source of information about historic properties. Other sources may include literature on prehistory, history, architecture and the environment; social and environmental impact assessments; county and State land use plans: architectural and folklife studies and oral histories; ethnographic research; State historic inventories and registers; technical reports prepared for Section 106 or other assessments of historic properties: and and direct consultation with individuals and organized groups. In addition, organizations and groups that may have important roles in defining historic contexts and values Federal Register / Vol. 40, No. 190 / Thursday, September 29, 1983 f Notices 44719 should be identified. In most can. a range of knowlegeable professionals drawn from the preservation, planning and academic communities will be available to assist in defining contexts and in identifying sources of information. In other cases, however, development of historic contexts may occur in areas whose history or prehistory has not been extensively studied. In these situations, broad general historic contexts should be initially identified using available literature and expertise, with the expectation that the contexts will be revised and subdivided in the future as primary source research and field survey are conducted. It is also important to identify such sources of information as existing planning data, which is needed to establish goals for identification, evaluation, and treatment, and to identify factors that will affect attainment of those goals. The same approach for obtaining information is not necessarily desirable for all historic contexts. Information should not be gathered without first considering its relative importance to the historic context, the cost and time involved, and the expertise inquired to obtain it. In many cases, for example, published sources may he used in writing initial definitions of historic contexts: archival research or field work may be needed for subsequent activities. b. Assessing information.- All information should be reviewed to identify bias in historic perspective„ methodological approach, or area of coverage. For example, field surveys for archeological sites may have ignored historic archelolghal sites, or county land use plans may have emphasized only development goals. 3. Synthesize information The information collection and analysis results in a written narrative of the historic context. This narrative provides a detailed synthesis of the data that have been collected and analyzed. The narrative covers the history of the area from the chosen perspective and identifies important patterns, events, persons or cultural values. In the process of identifying the important patterns, one should consider: a. Trends in area settlement and development, if relevant: b. Aesthetic and artistic values embodied in architecture, construction technology or craftsmanship; c. Research values or problems relevant to the historic context; social and physical sciences and humanities; and cultural interests of local communities; and d. Intangible cultural values of ethn. groups and native American peoples. 4. Define property types A property type is a grouping of individual properties bused on shared physical or associative characteristics. property types link the ideas incorporated in the theoretical historic context with actual historic properties that illustrate those ideas. Property types defined for each historic context should be directly related to the conceptual basis of the historic context. Property types defined for the historic context "Coal Mining in Northeastern Pennsylvania. 1600.1930" might include coal extraction and processing complexes; railroad and canal transportation systems; commercial districts; mine workers' housing; churches, social clubs and other community facilities reflecting the ethnic origins of workers; and residences and other properties associated with mine owners and other industrialists. a. Identify property types: The narrative should discuss the kinds of properties expected within the geographical limits of the context and group them into those property types most useful in representing important historic trends. Generally, property types should be defined after the historic: context hits been defined. property types to common usage ( "Queen Anne houses," "mill buildings." or "stratified sites ") should 1101 be adopted without first verifying their relevance to the historic contexts being used. b. Characterize the locationol patterns of property types: Generalizations about where particular types of properties are likely to be found can serve as a guide for identification and treatment. Generalizations about the distribution of archeological properties are frequently used. The distribution of other historic properties often can be estimated based on recognizable historical, environmental or cultural factors that determined their location. Locational patterns of property types should be based upon models that have an explicit theoretical or historical basis and cult be tested in the field. The model may be the product of historical research and analysis ( "Prior to widespread use of steam power, milts were; located on rivers and strearns able to produce water power" or "plantation houses in the Mississippi Black Bell were located on sandy clay knolls "), or it may result from sampling techniques. Often the results of statistically valid sample surveys can be used to describe the locational patterns of a representative portion of properties belonging to a particular property type. Other surveys can also provide a basis For su�;gusting locational patterns if a diversity of historic properties was recorded and a variety of environmental zones was inspected. It is likely that the identification of locational patterns will conic from a combination of these sources. Expected or predicted locational patterns of property types- - should be developed with a provision made for their verification. c. Characterize the current condition of property types: The expected condition of property types should be evaluated to assist in the development of identification, evaluation and - treatment strategies, and to help define physical integrity thresholds for various property types. The following should be assessed for each property type: (1) Inherent characteristics of a property type that either contribute to or detract from its physical preservation. For example, a property type commonly constructed of fragile materials is more likely to be deteriorated than a property type constructed of durable materials; stnmtures whose historic function or design limits the potential for alternative uses (water towers) are less likely to be reused than structures whose design allows a wider variety of other uses (commer(ial buildings or warehouses). (2) Aspects of the social and natural environment that may affect the preservation or visibility of the property type. For cxnrnple, community values placed on certain types of properties (churches, historic cemeteries) may result In their maintenance while the need to reuse valuable materials may stimulate the disappearance of properties like abandoned houses and barns. It may be most efficient to estimate of the condition of properly types based on professional knowledge of existing properties and field test these estimates using a small sample of properties _ representative of each type. 5, identify information needs Filling gaps in information is an important element of the preservation plan designed for each historic context Statements of the information needed should be as specific as possible, focusing on the information needed, the historic context and property types it applies lo, and why the information is needed to perform identification, evaluation, or treatment activities. Developing Goals for a Historic Context Developing Goals _ A goal is a statement of preferred preservation activities, which is 44720 Federal Registe- generally stated m jertns of property types. The purpose of establishing preservation goals is to set forth a "best case" version of how properties in the historic context should be identified, evaluated. registered and treated. Preservation goals should be oriented toward the greatest possible protection of properties in the historic context and should be based on the principle that properties should be preserved in place if possible, through affirmative treatments like rehabilitation, stabilization or restoration. Generally, goals will be specific to the historic context and will often be phrased in terms of property types. Some of these goals will be related to information needs previously identified for the historic context. Collectively, the goals for a historic context should be a coherent statement of program direction covering all aspects of the context. For each goal, a statement should be prepared identifying: 1. The goal, including the context and properly types to which the goal applies and the geographical area in which they are located; 2. The activities required to achieve the goal; 3. The most appropriate methods or strategies for carrying Out the activities; 4. A schedule within which the activities should be completed; and 5. The amount of effort required to accomplish the goal. as well as a way to evaluate progress toward its accomplishment. Setting priorities for goals Once goals have been developed they need to be ranked in importance. Ranking involves examining each goal in light of a number of factors. 1. General social, economic, political and environmental conditions and trends affecting (positively and negatively) the identification, evaluation, registration and treatment of property types in the historic context. Some property types in the historic context may be more directly threatened by deterioration, land development patterns, contemporary use patterns, or public perceptions of their value, and such properly types shmtld be given priority consideration. 2. Major cost or technical considerations affecting the identification, evaluation and treatment of property types in the historic context. The identification or treatment of some property types may be technically possible but the cost prohibitive; or techniques may not currently perfected (for example, the identification of submerged sites or objects, or the Vol. 48, No. 190 / Thursday, Septemb evaluation of sites containing material for which dating techniques are still being developed). 3. Identification, evaluation, registration and treatment activities previously currier) out for property type$ in the historic context. If a number of properties representing one aspect of a historic context have been recorded or preserved, treatment of additional members of that property type may receive lower priority than treatment of a property type for which no examples have yet been recorded or preserved. This approach ensures that the focus of recording or preserving all elements of the historic context is retained, rather than limiting activities to preserving properties representing only same aspects of the context. The result of considering the goals in light of these concerns will be a list of refined goals ranked in order of priority. Integrating Individual Contexts — Creating the Preservation Plan When historic contexts overlap geographically, competing goals and priorities must be integrated for effective preservation planning. The ranking of goals for each historic context must be reconciled to ensure that recommendations for one context do not contradict those for another. This important step results in an overall set of priorities for several historic contexts and a list of the activities to be performed to achieve the ranked goals. When applied to a specific geographical area, this is the preservation plan for that area. It is expected that in many instances historic contexts will overlap geographically. Overlapping contexts are likely to occur in two combinations —those that were defined at the same scale (Lit-, textile development in Smithtown 1850--1910 and Civil War in Smithtown 185:- -1870) and those defined at different scales - (i.e., Civil War in Smithtown and Civil War in the Shenandoah Valley). The contexts may share the same property types, although the shared property types will probably have different levels of importance, or they may group the same properties into different property types, reflecting either a different scale of analysis or a different historical Perspective, As previously noted, many of the goals that the formulated for a historic context will focus on the property types defined for that context. Thus it is critical that the integration of goals include the explicit consideration of the Potential for shared property type membership by Individual properties. For example, when the same property ?9, 1983 / Notices types are used by two contexts, reconciling the goals will require weighing the level of importance assigned to each property type. The degree to which integration of historic contexts must involve reconciling properly types may be limited by the coordinated development of historic contexts used at various levels. Integration with Management Frameworks Preservation goals and priorities are adapted to land units through integration with other planning concerns. This integration must involve the resolution of conflicts that arise when competing resources occupy the same land base. Successful resolution of these conflicts can often be achieved through judicious combination of inventory, evaluation and treatment activities. Since historic properties are irreplaceable, these activities should be heavily weighted to discourage the destruction of significant properties and to be compatible with the primary land use. Recommended Sources of Technical Information Resource Protection Planning Process. State and Plans Grants Division, 19W. Washington. D.C. Available from Survey and Planning Branch, Interagency Resources Division. National Park Service, Department of the Interior, Washingtnq D.C. 202-10. Outlines it step -by -step approach to implementing the resource protection Planning process. Resource Protection Planning Process Case Studies. Available from Survey and Planning Branch, Interagency Resources Division, National Park Service, Department of the Interior, Washington, D.C. 20240. Reports prepared by State Historic Preservation Offices and other using the planning process. Planning Theory, Andreas Faludi, 1980. Oxford: Pergamon Press. Constructs a model Of planning using concepts borrowed from general systems theory. SECRETARY OF THE INTERIOR'S STANDARDS FOR IDENTIFICATION Identification activities are undertaken to gather information about historic properties in an area. The scope of these activities will depend on: existing knowledge about properties: goals for survey activities developed in the planning process; ;red current management needs. Standard I. Identification of Historic Properties Is Undertaken to the Degree Required To Make Decisions Archival research and survey activities should be designed to gather the information necessary to achieve defined preservation goals. The Federal Register / Vol. 48. No. 'i90 / Thursday, September 29, 1983 / Notices 44721 objectives, chosen methods and techniques, and expected results of the identification activities are specified in a research design. These activities may include archival research and other techniques to develop historic contexts, sampling an area to gain a broad understanding of the kinds of properties it contains, or examining every properly in an area as a basis for property specific decisions. Where possible, use of quantitative methods is important because it can produce an estimate, whose reliability may be assessed, of the kinds of historic properties that may be present in the studied area. Identification activities should use a search procedure consistent with the management needs for information and the character of the area to be investigated. Careful selection of methods, techniques and level of detail is necessary so that the gathered information will provide a sound basis for making decisions. Standard 11. Results of Identification Activities are Integrated Into the Preservation Planning Process Results of identification activities are reviewed for their effects on previous planning data. Archival research or field survey may refine the understanding of one or more historic contexts and may alter the need for additional survey or study of particular property types. Incorporation of the results of these activities into the planning process is necossary to ensure that the planning process is always based on the best available information. Standard III. Identification Activities Include E.eplicit Procedures for Record - Keeping and Inforntatiorr Distribulion Information gathered in identification activities is useful in other preservation planning activities only when it is systematically gathered and recorded, and made available to those responsible for preservation planning. The results of identification activities should be reported in a format that summarizes the design and methods of the Survey, provides a basis for others to review the results, and states where information on identified properties is maintained, However,'sensilive information, like the location of fragile resources, must he safeguarded from general public distribution. Secretary of the Interior's Guidelines for identification Introduction i These Guidelines link the Standards for identification with more specific guidance and technical information. The Guidelines outline one approach to mu.,. the Standards for Identification. Agencies, organizations and individuals proposing to npproach identification differently may wish to review their approaches with the National Park Service. The Guidelines are organized as follows: Role of Identification in the Planning Process Performing Identification Integrating Identification Results Reporting Identification Results Recommended Sources of Technical Information Role of Identification in the Planning Process Identification is undertaken for the purpose of locating historic properties and is composed of a number of activities which include, but are not limited to archival research, informant interviews, field survey and analysis. Combinations of these activities may be selected and appropriate levels of effort assigned to produce a flexible series of options. Generally identification activities will have multiple objectives, reflecting complex management needs. Within a comprehensive planning process, identification is normally undertaken to acquire property- specific information needed to refine a particular historic. context or to develop any new historic contexts. (See the Guidelines for preservation Planning for discussion of information gathering to establish plans and to develop historic. contexts.) 'I lie results of identification activities are then integrated into the plannin; process so that subsequent activities are based on the most up -to -dote information. Identification activities are also undertaken in the absence of a comprehensive planning process, most frequently as part of a specific land -use or development project. Even lacking a formally developed preservation planning process, the benefits of efficent, goal- directed research may be obtained by the development of localized historic contexts, suitable in scale for the project area, as part of the background research which customarily occurs before field survey efforts. Performing Iderrtr fication Research Design Identification activities are essentially research activities for which a statement of objectives or research design should be prepared before work is performed. Within the framework of a comprehensive planning process. the research design provides a vehicle for integrating the various activities performed during the identification process and for linking those activities directly to the goals and the historic conlext(s) for which those goals were defined. 1'he research design stipulates the logical integration of historic context(s) and field and laboratory methodology. Although these tasks may be performed individually, they will not contribute in the greatest extent possible in increasing information on the historic context unless they relate to the defined goals and to each other. Additionally, the research design provides a focus for the integration of interdisciplinary information. It ensures that the linkages between specialized activities are real. logical and address the defined research questions. Identification activities should be guided by the research design and the results discussed in those terms. (See Reporting Identification Results) The research design should include the following: 1. Objectives of the identification activities. For example: to characterize the range of historic properties in a region; to identify the number of properties associated with a context; to gather information to determine which properties in an area are significant. The statement of objectives should refer to current knowledge about the historic contexts or property types, bused on background research or assessments of previous research. It should clearly define the physical extent of the area to be investigated and the amount and kinds of information to be gathered about properties in the area. 2. Methods to be used to obtain the information. For example; archival research or field survey. Research methods should be clearly and specifically related to research problems. Archival research or survey methods should be carefully explained so that others using the gathered information can understand how the information was obtained and what its possible limitations or biases are. The methods should be compatible with the past and present environmental character of the geographical area under study and the kinds of properties most likely to be present in the arcs. 3. The expected results and the reasons for those expections. Expectations about the kind, number, location, character and condition of historic properties are generally based on a combination of background research, proposed hypotheses, and analogy to the kinds of properties known m exist in areas of similar environment in history. 4472 Federal Register / Vol. 48, No. 190 / 'Thursday, Septemb, ?9, 1983 / Notices Archival Research Archival or background research is generally undertaken prior to any field survey. Where identification is undertaken as part of a comprehensive planning process, background research may have taken place as part of the development of the historic contexts (see the Guidelines for Preservation Planning). In the absence of previously developed historic contexts, archival research should address specific issues and topics. It should not duplicate previous work. Sources should include, but not be limited to. historical maps, atlases, tax records, photographs, ethnographies, folklife documentation, oral histories and other studies, as well as standard historical reference works. as appropriate for the research problem. (See the Guidelines for Historical Documentation for additional discussion.) Field Survey The variety of field survey techniques available, in combination with the varying levels of effort that may be assigned, give great Flexibility to implementing field surveys. It is important that the selection of field survey techniques and level of effort be responsive to the management needs and preservation goals that direct the survey effort. Survey techniques may be loosely grouped into two categories, according to their results. First are the techniques that result in the characterization of a region's historic properties. Such techniques might include - windshield" or walk -over surveys, with perhaps a limited use of sub - surface survey. For purposes of these Guidelines, this kind Of survey is termed a "reconnaissance." The second category of survey techniques is those that permit the identification and description of specific historic properties in on area; this kind of survey effort is termed "intensive." the terms "reconnaissance" and "intensive" are sometimes defined to mean particular survey techniques, generally with regard to prehistoric sites. The use of the terms here is general and is not intended to redefine the terms as they are used elsewhere. Reconnaissance, survey might be most profitably employed when gathering data to refine a developed historic context —such as checking on the presence or absence of expected property types, to define specific, Property types or to estimate the distribution of historic properties in an area The results of regional characterization activities provide a general understanding of the historic Properties in a particular area and permit management decisions that consider the sensitivity of the area in terms of historic preservation concerns and the resulting implications for future land use planning. The data should allow the formulation of estimates of the necessity, type and cost of further identification work and the setting of Priorities for the individual tasks involved. In most cases, areas surveyed in this way will require resurvey if more complete information is needed about specific properties. A reconnaissance survey should document: 1. The kinds of properties looked for; 2. The boundaries of the area surveyed: 3. 1'he method of survey, including the extent of survey coverage: 4. The kinds of historic properties present in the surveyed area; 5- Specific properties that were identified, and the categories of information collected: and 6. Places examined that did not contain historic properties. Interco ve survey is most useful when it is necessary to know precisely what historic: properties exist in a given area or when information sufficient for later evaluation and treatment decisions is needed on individual historic properties. Intensive survey describes the distribution of properties in an area; determines the number, location, and condition of properties; determines the types of properties actually present within the area: permits classification of individual properties; and records the physical extent of specific properties. An intensive survey should document: 1. The kinds of properties looked for; Z. The boundaries of the area surveyed; 3. The method of survey, including an estimate of the extent of survey coverage; 4. A record of the precise location of all properties identified; and 5. Information on the appearance, significance, integrity and houndaries of each property sufficient to permit an evaluation of its significance. Sampling Reconnaissance or intensive survev methods may be employed according to a sampling procedure to examine less - than- the -total project or planning area. Sampling can be effective when several locations arc heing considered for an undertaking or when it is desirable to estimate the cultural resources of an area In many cases, especially where large land areas are involved, sampling ran be done in stages. In this approach, the results of the initial large area survey are used to structure successively smaller, more detailed surveys. This -,nesting" approach is an efficient technique since it enables characterization of both large and small areas with reduced effort. As with all investigative techniques, such Procedures should be designed to permit an independent assessment of results. Various types of sample surveys can be conducted, including, but not limited to: random, stratified and systematic. Selection of sample type should be guided by the problem the survey is expected to solve, the nature of the expected properties and the nature of the area to be surveyed. Sample surveys may provide data to I stimate fequences of properties and types of properties within a specified area at various confidence levels. Selection of confidence levels should b, based upon the nature of the problem the sample survey is dcsignel to address. Predictive modeling is an application Of basic sampling techniques that - projects or extrapolates the number, classes and frequencies of properties in unsurveyed areas based on those found in surveyed areas. predictive modeling can be an effective tool during the early stages of planning an undertaking, for targeting field survey and for other management purposes. However, the accuracy of the model must be verified: predictions should be confirmed through field testing and the model redesigned and retested if necessary. Special survey techniques Special survey techniques may be needed in certain situations. Remote sensing techniques may be the most effective way to gather background environmental data, plan more detailed Geld investigations, discover certain classes of properties, map sites, locate end confirm the presence of predicted sites, and define features within properties. Remote sensing techniques include aerial, subsurface and underwater techniques Ordinarily the results of remote sensing should be verified through independent field inspection before ma-ing any evaluation or statement regarding frenuencies or types of properties. /::(rrgrafino ldcutt�_lciticn Results The results of identification efforts must be integrated into the planning process so that planning decisions are bared on the best available information. T'be new informantion is first assessed a"amst the objectives of the identification effort to determine whether the gathered information meets Federal Register / Vol. 48, No. 190 / Thursday, September 29, 1983 / Notices 44723 the defined identification goals the historic context(s); then the goals are adjusted accordingly. In addition, the historic context narrative. the definition of property types and the planning goals for evaluation and treatment are all adjusted as necessary to accommodate the new data. Reporting Identification Results Reporting of the results of identification activities should begin with the statement of objectives prepared before undertaking the survey. The report should respond to each of the major points documenting: 1. Objectives; 2. Area researched or surveyed; 3. Research design or statement of objectives; 4. Methods used. including the intensity of coverage. If the methods differ from those outlined in the statement of objectives, the reasons should be explained. 5. Results: how the results met the objectives; result analysis, implications and recommedations; where the compiled information is located. A summary of the survey results should be available for examination and distribution. Identified properties should then be evaluated for possible inclusion in appropriate inventories. Protection of information about archeological sites or other properties that may be threatened by dissemination of that information is necessary. These may include fragile archeological properties or properties such as religious sites, stroctures, or objects, whose cultural value would be compromised by public knowledge of the property's location. Recommended Sources of Technical Information , The Archeological Survey: Methods and Uses. Thomas F. King, Interagency Archeological Services, U.S. Department of the Interior. 1976. Washington, D.C. Available through the Superintendent of Documents, U.S. Government Printing Office, Washington. D.C. 20407 CPO stock number 024-010 - 00091. Written primarily for the non - archeologist, this publication presents methods and objectives for archeological surveys. Cultural Resources Evaluation of the Northern Gulf of hfas,co Continental Shelf. National Park Service, U.S. Department of the Interior, 1977. Guidelines for Local Surveys: A Basis for Preservation Planning. Anne Derry, H. Ward land(. Carol Shull and tan Thurman. National Register Division U.S- Department of the Interior. 1978. Washington, U.C. Available through the Superintendent of Damments, U.S. Government Printing Office. Washington, D.C. 20402. GPO stock number 024 -0]ti0069 -7. General guidance about designing and carrying out community surveys. The Process of Field Research: Final Report on the Blue R,dge Parko ay Folklifo Project. American Folklife Center. 19al. Regional Sampling in Archeology. David Hurst Thomas. University of California. Archeological Survey Annual Report, 1988--91 11:87 -100. Remote Sen,are A handbook for Archeologists and Cultural Resource Managers. Thomas R. Lyons and Thomas Eugene Avery. Cultural Resource Management Division, National Park Service. U.S. Department of the Interior, 1977. Rernote Sensing and Noo-Destructive Aroheology. Thomas R. Lyons and James L. Ebert. editors. Remote Sensing Division, Southwest Cultural Resources Center, National Park Service, U.S. Department of the Interior and University of New Mexico, 1678. Remote Sensing Experiments in Cultural Resource Studies: Non - Destructive Methods of Archeological Exploration, Survey mid Analysis. Thomas R. Lyons, assembler. reports of the Chaco Center, Number One. Nations[ Park Scrvice, U.S. Department of the Interior and University of New Mexico. 1970. Sampling in Archeology. James W. Mueller, editor. University of Arizona Press. 1975. Tucson, Arizona. Scholars as Contractors. William 1. Mayer - Oakes and Alice W. Portnoy, editors. Cultural Resource Management Studies. LLS. Department of the Interior, 1979. Sedinrentory Studies of Prehistoric Archeological Sites. Sherwood Cagliano. Charles Pearson, Richard Weinstein. Diana Wiseman. and Christopher Mr.Clendon. Division of State Plans and Grunts, National Park Service, U.S. Department of the Interior. 1982. Washington. D.C. Available from Coastal Environments Inc.. 12oo Main Street. Baton Rouge, Louisiana 701102 Establishes and evaluates a method for employing sedimenlolagical analysis in distinguishing site areas from non -site areas when identifying submerged archeological sites on the continental shelf. State Survey Farms. Available from Interagency Resource Management Division National Park Service, Department of the Interior, Washington, D.C. 20240. Characterizes cultural resource s covey documentation methods in State historic Preservation Offices. Truss Bridge Typesr A Guide to Dating and Identifying. Donald C. Jackson and T. Allan Comp. American Association for State and Local History, 1977. Nashville, Tennessee. Technical leaflet 495. Available horn AASLII. 708 Berry Road, Nashville, Tennessee 97204. Information about performing surveys of historic bridges and identifying the types of properties encountered. Secretary of the Interior's Standards for Evaluation Evaluation is the process of determining whether identified properties meet defined criteria of significance slid therefore should be included in an inventory of historic properties determined to meet the criteria. The criteria employed vary depending on the inventory's use in resource management. Standard L Evaluation of the Significance of Historic Properties Uses Established Criteria The evaluation of historic properties employs criteria to determine which properties are significant. Criteria should therefore focus on historical, architectural, archeological, engineering and cultural values, rather than on treatments. A statement of the minimum information necessary to evaluate properties against the criteria should be provided to direct information gathering activities. Because the National Register of 1 fistoric Places is a major focus of preservation activities air the Federal. State and local levels, the National Register criteria have been widely adopted not only as required for Federal purposes, but for State and local inventories as well. The National Historic Landmark criteria and other criteria used for inclusion of properties in State historic site files are other - examples of criteria with different management purposes. Standard 11. Evaluation of Significance Applies the Criteria Within I /istoric Contexts Properties are evaluated wing a historic context that identifies the significant patterns that properties represent and defines expected property types against which individual properties may be compared. Within this comparative framework, the criteria for evaluation take on particular meaning with regard to individual properties. Standard 111. Evaluation Results in A List or Inventory of Significant Properties That Is Consulted In Assjgning Registration and Treatment Priorities The evaluation process and the subsequent development of an inventor} of significant properties is an on -going activity. Evaluation of the significance of a property should be completed before registration is considered and before preservation treatments are selected. The inventory entries should contain sufficient information for subsequent activities such as registration or treatment of properties, including on evaluation statement that makes clear the significance of the property within one or more historic contexts. 44724 Federal Register / Vol. 4R, No. 190 / Thursday. September 29, 19[13 / Notices Standard IV. Evahrotion Results Art Made Available to the Public Evaluation is the basis of registration and treatment decisions. Information about evaluation decisions should be organized and available for use by the general public and by those who take part in decisions about registration and treatment. Use of appropriate computer- assisted data bases should be a part of the information dissemination effort. Sensitive information, however, must be safeguarded from general public distribution. , Secretary of the Interior's Guidelines for Evaluation Introduction These Guidelines link the Standards for Evaluation with more specific guidance and technical information. These Guidelines describe one approach to meeting the Standards for Evaluation. Agencies, organizations, or individuals proposing to approach evaluation differently may wish to review their approach with the National Park Service. The Guidelines are organized as follows: The Evalauation Process Criteria Application of Criteria within a Historic Context Inventory Recommended Sources of Technical Information The Evaluation Process These Guidelines describe principles for evaluating the significance of one or more historic properties with regard to a given set of criteria. Groups of related properties should be evaluated at the same time whenever Possible; for example, following completion of a theme study or community survey. Evaluation should not be undertaken using documentation that may be out of date. Prior to proceeding with evaluation the current condition of the property should be determined and previous analyses evaluated in light of any new information. Evaluation must be performed by persons qualified by education, training and experience in the application of the criteria. Where feasible, evaluation should be performed in consultation with other individuals experienced in applying the relevant criteria in the geographical area under consideration; for example, the State Historic Preservation Officer or local landmarks commission. Evaluation is completed with a written determination that a property is or is not significant based on provided information. This statement should be Part of the record. Criteria: The purposes of evaluation criteria should be made clear. For example, the criteria may be used "to evaluate properties for inclusion in the county landmarks list," or "to implement the National Register of I listoric places program." For Federal cultural resource management purposes, criteria used to develop an inventory should be coordinated with the National Register criteria for evaluation as implemented in the approved State comprehensive historic preservation plan. Content of Criteria: Criteria should be appropriate in scale to the purpose of the evaluation. For example, criteria designed to describe national significance should not be used as the basis for creating a county or State inventory. Criteria should be categorical and not attempt to describe in detail every property likely to qualify. Criteria should outline the disciplines or broad areas of concern (history, archeology, architectural history, engineering and culture, for example) included within the scope of the inventory: explain what kinds of properties, if any, are excluded and the reasons for exclusion; and define how levels of significance are measured, if such levels are incorporated into the criteria. If the criteria are to be used in situations where the National Register criteria are also widely used, it is valuable to include a statement explaining the relationship of the criteria used to the National Register criteria, including how the scope of the inventory differs from that defined by the National Register criteria and how the inventory could be use to identify properties that meet the National Register criteria. Information Needed to Evaluate Properties: The criteria should be accompanied by a statement defining the minimum information necessary to evaluate properties to insure that this information is collected during identification activities intended to locate specific historic properties. Generally, at )east the following will be needed: 1. Adequately developed historic contexts, including identified property types. (See the Guidelines for t Preservation Planning for discussion of development of historic contexts.) 2. Sufficient information about the appearance. condition and associative values of the property to be evaluated to: a. Classify it as to property type; b. Compare its features or characteristics with those expected for its property type; and C. Define the physical extent of the property and accurately locate the property. To facilitate distinguishing between facts and analysis, the information should be divided into categories, including identification and description of pertinent historical contexts; description of the property and its significance in the historical context; and analysis of the integrity of the Property relative to that needed to represent the context. Usually documentation need not include such items as a complete title history or biography of every owner of a property, except where that information is important in evaluating its significance. Information on proposed or potential treatments or threats, such as destruction of a property through uncontrollable natural processes, is also not needed for evaluation, unless those effects are likely to occur prior to or during the evaluation, thereby altering the significant characteristic of the Property, If archeological testing or structural analysis is needed for evaluation, it should not proceeded beyond the point of providing the information necessary for evaluation and should not unnecessarily affect significant features or values of the property, When more information is needed: Evaluation cannot be conducted unless all necessary information is available. (See Information Needed to Evaluate Properties.) Any missing information or analysis should be identified (e.g. development of context or information on the property) as well as the specific activities required to obtain the information (archival research, field survey and testing, or laboratory testing). When adequate information is not available, it is important to record that fact so that evaluation will not be undertaken until the information can be obtained. In some cases needed information is not obtainable, for example, where historical records have been destroyed or analytical techniques have not been developed to date materials in archeological sites. If au evaluation must be completed in these cases, it is important to acknowledge what information was not obtainable and how that missing information may affect the reliability of the evaluation. Application of the Criteria within a Historic Context The first step in evaluation is considering how the criteria apply to the Federal R� er / Vol. 48, No.190 / Thursday, Sep' :er 29, 1983 / Notices' 44725 particular historic context. This is done by reviewing the previously developed narrative for the historic context and determining how the criteria would apply to properties in that context, based on the important patterns, events, persons and cultural values identified. (See the discussion of the historic context narrative in the Guidelines for Preservation Planning.) This step - includes identification of which criteria each property type might meet and how integrity is to be evaluated for each property type under each criterion. Specific guidelines for evaluating the eligibility of individual properties should be. established. These guidelines should outline and justify the specific physical characteristics or data requirements that an individual property most possess to retain integrity for the particular property type; and define the process by which revisions or additions can be made to the evaluation framework. Consideration of property type and intergrity: After considering how the criteria apply to the particular historic context, the evaluation process for a property generally includes the following steps: 1. A property is classified as to the appropriate historic context(s) end property type(s). If no existing property type is appropriate, a new property type is defined, its values identified, and the specific characteristics or data requirements are outlined and justified as an addition to the historic context. If necessary, a new historic context is defined for which values and property types and their integrity requirements are identified and justified. 2. A comparison is made between the existing information about the property and the integrity characteristics or data required for the property type. a. If the comparison shows that the property possesses these characteristics, then it is evaluated as significant for that historic context. The evaluation includes a determination that the property retains integrity for its type. It. If the comparison shows that the property does not meet the minimum requirements. one of several conclusions is reached: fll The property is determined not significant because it does not retain the integrity defined for the property type. (2) The property has characteristics that may make it significant but these differ from those expected for that Property type in that context. in this case, the historic context or property types should be reexamined and revised if necessary, based on subsequent research and survey. The evaluation should state how the Particular property meets the integrity requirements for its type. When a property is disqualified for loss of integrity, the evaluation statement should focus on the kinds of integrity expected for the property type, those that are absent for the disqualified property, and the impact of that absence on the property's ability to exemplify architectural, historical or research values within a particular historic context. The integrity of the property in its current condition, rather than its likely condition after a proposed treatment, should be evaluated. Factors such as structural problems, deterioration, or abandonment should he considered in the evaluation only if they have affected the integrity of the significant features or characteristics of the property. Inventory An inventory is a repository of information on specific properties evaluated as significant. Content: The inventory should include: 1. Summaries of the important historic contexts. These may he in the form of an approved plan or analyses of historic contexts important in the history of the geographical area covered by the inventory. 2. Descriptions of significant property types of these contexts, whether or not any specific properties have been identified. 3. Results of reconnaissance surveys or other identification activities, even if the level of information on specific properties identified as part of those activities is not sufficient to evaluate individual properties_ 4. Information on individual properties that was used in evaluation. Historic contexts are identified by name, with reference to documents describing those contexts, or with a narrative statement about the context(s) where such documents do not exist. A description of the property. Part of this description may be a photographic record. A statement that justifies the significance of the property in relation to its context(s). This statement should include an analysis of the integrity of the property. Boundaries of the property. A record of when a property was evaluated and included in the inventory, and by whom. Records on demolished or altered properties and properties evaluated as not significant should be retained, along with full description of areas surveyed, for the planning information these records provide about impacts to properties and about the location and character of non - significant properties to prevent redundant identification work at a later time. Maintenance: Inventory entries should be maintained so that they accurately represent what is known about historic properties in the area covered by the inventory. This will include new information gained from research and survey about the historic contexts, property types, and previously evaluated properties, as well as information about newly evaluated properties. For individual properties, addition of kinds of significance, change in the boundaries, or loss of significance through demolition or alteration should be recorded. Uses and Availobili[y. An inventory should be managed so that the information is accessible. Its usefulness depends on the organization of Information and on its abilty to incorporate new information. An inventory should be structured so that entries can be retrieved by locality or by historic context. The availability of the inventory information should be announced or a summary should be distributed. This may be in the form of a list of properties evaluated as significant or a summary of the historic contexts and the kinds of properties in the irrventory. Inventories should be avilable to managers, planners, and the general public at local, Stale, regional, and Federal agency levels. It is necessary to protect information about archeological sites or other properties whose integrity may be .. damaged by widespread knowledge of their loca8onAt may also be necessary to protect information on the location of properties such as religious sites, structures, or objects whose cultural value would be compromised by public knowledge of the property's location. Recommended Sources of Technical Information How to Apply the Notional Register Critero. Available through the National Register Branch, Interagency Resources Division, National Park Service, U.S. Department of the Interior, Washington, D.C. 20240. Provides threshed technical information about interpretation of the significance and integrity criteria used by the National Register of Historic Places program, How To Series. Available through the National Register Brunch, Interagency Resources Division, National Park Service, U.S. Department of the Interior, Washington, D.C. 20240, Discusses application of the National Register criteria for evaluation. Titles include: - 44726 Federal Register if Vol. 48, No. 190 / Thursday, Septerr now To Establish Boundaries for National Register Properties. How To Evaluate and Nominate Potential National Register Properties That Have Achieved Significance Within the Last 50 Years. How To Improve Quality of photos for National Register Nominations. How To Apply for Certification of Significance Under Section 2124 of the Tax Reform Act of 1978. How To Apply for Certification of State and Local Statutes and Historic Districts. How To Quality Historic Properties Under the New Federal Law Affective Easements. Importance of Small. Surface, and Disturged Sites as Sources of Signfficont Archeological Data. Valerie I's Image and Olga Chesser, Interagency Archeological Service 1977. Washington, 1) C. Available from the National Technical Information Service. NTIS Publication Number PB 270939/AS. Discusses the role of small, surface, and disturbed sites as sources of significant information about a variety of prehistoric activities. These types of sites are frequently ignored in the development of regional archeological research designs. Secretary of the Interior's Standards For Registration Registration is the formal recognition of properties evaluated as significant. Preservation benefits provided by various registration programs range from honorific recognition to prohibition of demolition or alteration of included Properties. Some registration program, Provide recognition and other broad benefits while other programs authorize more specific forma of protection. Standard !. Registration Is Conducted According To Stated Procedures Registration of historic properties in the National Register of Historic Pieces must be done in accordance with the National Register regrda tions published in the Code of Feder,! Regulations, 38 CFR 60. Registration for other lists or Purposes follow an established process that is understood by the public, particularly by those interests that may be affected by registration. Standard 11. Registration Information Locates. Describes and justifies the Significance and Physical Integrity of a Historic Property Registers are used for planning, research and treatment. They must contain adequate information for users to locate e property and understand its significance. Additional information a may be a 29, 1988 / Notices - pproprtme depending on the intended use of the register. the field of historic preservation, In Standard 177. Registration Information is consultation with those who will use or fie-affected by the Prior Accessible to the Public program. to taking effect, procedures should be lnfm� nation should be readily published or circulated for comment at available to the public and to the governmental level al which they government agencies responsible for the preservation will be used. (Procedures for registration properties in the National of historic properties and for other planning needs. Register of Hi Historic places and the National Secretary of the Interior's Guidelines for Hiatorir, Landmarks list, for example, are published in the Federal Register.) Registration A Introduction These Guidelines link the Standards for Registration with more specific guidance and technical information. They describe one approach to meeting the Standards for Registration. Agencies. organizations, or individuals proposing to approach registration differently may wish to review their approach with the National Park Service. The Guidelines are organized as follows: Purpose of Registration Programs Registration Procedures Documental ion on Registered Properties Public Availability Recommended Smvices o(1'eah nice) hrfonmdiou Purpose of Registration Programs Registration of historic properties is the formal recognition of properties that have been evaluated its significant according to written criteria. Registration results in an official inventory or list that serves an administrative function. A variety of benefits or forme of protection secure to a registered property, ranging from honorific recognition to prohibition of demolition or alteration. Some registration programs provide recognition and other broad benefits or entitlements, while other registrations of Properties may, in addition, authorize more specific forms of protection. The application of the registration process should be a logical outgrowth of the same planning goals and priorities that guided the identification and evaluation activities. All registration program. should establish priorities for recognition of their authorized range of properties; provide for confidentiality of sensitive information: and establish a means of appealing the registration or nun - registration of a property. Registration Procedures Explicit procedures are essential because they are the means by which the public can understand and P in the registration process. Procedures for registration programs hould be developed by professionals in ny regtstration program should include: 1. A professional staff to prepare or assess the documentation: - . 2. A professional review, independent of the nominating source, to provide an impartial evaluation of the documented significance; 3. Adequate notice to property owners, elected officials and the public about proposed registrations and the effects of listing, if any; and 4. A means of public participation. Professional Review: The registration process.ehould include an independent evaluation of the significance of the property and of the quality and thoroughness of the documentation supporting that significance. Such evaluation ensures that significance is adequately justified and that registration documentation meets the technical requirements of the, registration process. Stole and local preservation Programs. concerned with both public and private properties, generally use a review board, panel or commission. This level of professional review has proven to be effective in assessing the significance of properties considered for registration. Review boards and other forms of independent review should include professionals in the fields or diciplines included in the criteria; representatives of other fields or disciplines may be desirable to reflect other values or aspects of the register. Key parsonnei must be qualified by education, training or experience to accomplish their designated duties. (See the Professional Qualifications Standards.) The scope of the independent review should be clearly stated in the registration procedures and should not include issues outside the scope of the applicable criteria for evaluation and other areas specified in the procedures. Generally, independent reviewers should not be involved in any primary research or analysis related to Properties under consideration; this information should be gathered and organized prior to review rneetings. Documentation presented to the reviewers should be made available to Federal Register / Vol. 48, No. 190 / Thursday, September 29, 1983 / Notices 44721" - the public prior to review meeu „gs or public hearings. Registration of properties should not take place until review of documentation has been completed Public Notice: Adequate notice allows property owners, officials and other interested parties to comment on proposed registrations prior to action by the independent reviewers. The degree of protection and control provided by a registration program may be a factor in determining what constitutes adequate notice. For example, adequate notice of proposed inclusion in honorific registers may be less complex than that for registration that results in local controls on alteration or demolition of registered properties. Notice to elected officials and the public is necessary to distribute information about potential registrations of concern to planning and development interests. Adequate notice to property owners may be accomplished thmm,h means ranging from individual notification by mail to publication of a public notice, depending on the nature of the registration program and the number and character of the properties involved. Public notices and owner notification about proposed registrations should include the dates and times of public meetings and review meetings, the kinds of comments that are appropriate, and how comments will be considered in the evaluation process. The notice should also state where information can be obtained about the registration program, the criteria used to evaluate properties for inclusion. and the significance of specific properties under consideration. The procedures should include a means of public participation in the form of submission of written comments or a review meeting open to the public or a public hearing. The procedures should state time periods within which reviews, notices, comments. public hearings, review meetings and appeals will occur. The time periods should be short enough to allow for efficient recognition of historic properties but also allow adequate time for public comment and participation by those affected. Time periods may vary depending on whether activities are carried out at the local, State, or national level. These time schedules should be widely circulated so that the process is widely understood. Appeal Process: A means of appeal should be included in the registration process to allow for reconsideration of a property's inclusion. Reasons for appeal may range from existence of additional information about the property supporting or refuting its significance to administrative or procedural error. A.. appeal process should specify to whom an appeal may be made and how the information that is provided will be evaluated. The appeal procedures should also state the time limit, if any, on appealing a decision and on consideration of information and issuance of a decision by the appeal authority. Documentation on Registered Properties Documentation requirements should be carefully weighed to provide the information actually needed to reach a registration decision and should he made public. It should be made certain that identification and evaluation - activities obtain and record the information necessary for registration. Documenta l ion should be prepared in a standardized format and on materials that are archivally stable and easy to store and retrieve. Location: The precise location of a historic property must be clearly identified. Street address, town or vicinity, and county should be provided. Properties should also be located on maps; these may be USGS maps, county planning maps, or city base maps or real estate maps_ A uniform system of noting location, such as UTM grid points or longitude and latitude, should supplement mapping. It is recommended that each registration process standardize the preferred choice of maps appropriate to the scope of the process. Description: An accurate description of a property includes a description of both the current and historical physical appearance and condition of the property and notes the relevant property type(s) for the applicable historic context(s). Discussion should include _alterations, deterioration, relocation and other changes to the property since its period of significance. Significance: A statement of significance should explain why e property meets the criteria for inclusion in the register to which it has been nominated. This statement should contain at least 3 elements: 1. Reference to the relevant historic context(s); 2. Identification of relevant property types within the context and their characteristics; and 3. Justification that the property under consideration has the characteristics required to qualify it. Relevant historic contexts can be identified through reference to the Preservation plan or other documents where the contexts have been previously described or can be provided by a narrative discussion of the context. (The development of contexts and their use in evaluating properties are - discussed in the Guidelines for Preservation Planning and the Guidelines for Evaluation.) A significant property type and its characteristics are identified either through reference to the historic context(s) or by a narrative in the documentation that describes historic contexts. justification of a - specific property is made by systematic comparison of its characteristics to those required for the properly type. Boundaries: The delineation and justification of boundaries for a registered property are important for future treatment activities. It is expecially critical when legal restraints or restrictions may result from the registration of properties. Thus, boundaries should correspond as closely as possible. to the actual extent and configuration of the property and should be carefully selected to encompass, but not exceed, t e extent of the significant resource(s).'The selection of boundaries should reflect the significant aspects of the property. Arbitrary boundaries should not be chosen for ease of description since this can result in the inclusion of unrelated land or in exclusion of a portion of the historic property. Present property lines should not be chosen as property boundaries without careful analysis of whether they are appropriate to the historic property. A single uniform boundary description and acreage should not be applied to a group or class of properties (antebellum plantations, for example) without examination of the actual extent of each property. The selected boundaries should be justified as appropriate to the historic property. Boundaries should be clearly and precisely described, using a verbal boundary description, legal description, accurate sketch amp, or lines drawn on base maps, or a combination of these where needed to specify the limits of the property being registered When used, maps should show the location of buildings, structures, sites or objects within the boundary. Updating Information on Registered Properties: A change in the condition of the significant features of a property may require a change in the official registration record. Alteration of a significant architectural feature, for example, could mean that a property is no longer significant for its architectural design. Additional significance of registered properties may be identified through development of new historic contexts. 447211 Federal Register / Vol. 48, No. Igo f Thursday, September Research may reveal that a proper, significant in other historic contexts or is significant at a higher level. For example, a property previously recognized as of local significance could be found to be of national significance. A change in location or condition of a registered property may mean that the property is no longer significant for the reasons for which it was registered and the property should be deleted from the registered list. Public Availobility Lists of registered properties should be readily available for public use, and information on registered properties should be distributed on a regular basis. Lists of properties registered nationally are distributed through publication in the Federal Register and to Congressional Offices and State Historic Preservation Offices. Comprehensive information should be stored and maintained for public use at designated national. State and local authorities open to the public on a regular basis. Information should be retrievable by the property name, and location, historic context or property type. The specific location of properties that may be threatened by dissemination of that information must be withheld. These may include fragile archeological properties or properties such as religious sites, structures, or objects whose cultural value would be compromised by Public knowledge of the property location. Recommended Sources of Technical M formation How to Complete Notional Register Forms. National Register Division, National Park Service. U.S. Department of the Interior, 1977. Washington, D.C. Available through the Superintendent of Documents, US Government Printing Office, Washington, D.C. 20402. CPO Stock Number 024-005- 00669 -4. This publication is the standard reference on the documentation requirements of the National Register of Historic Pieces program. How Ta Series. Available through the National Register Branch, Interagency Resources Division, National Park Service, Department of the Interior 20240. These information shells contain supplementary information about interpreting the Naaonul Register criteria for evaluation and documentation requirements of the National Register registration program. Title include: How To Establish Boundaries for National Register Properties, How To Evaluate and Nominate Potential National Register Properties That Have Achieved Significance Within the Last so Years. How To Improve the Quality of Photographs for National Register Nominelions. flow To Apply for Certification of Significance Under Section 2124 of the Tax Reform Act of 1976. How To Apply for Certification of Stale and Local Statutes and historic Districts. How To Qualify Historic Properties Under the New Federal Law Affecting Easements. Note on Documentation and Treatment of Historic Properties Documentation and treatment of historic properties includes a variety of techniques to preserve or protect properties. or to document their historic values and information. While documentation activities may be applied to any potentially historic, property, generally only those properties that first have been evaluated as significant against specified criteria (such as those of the National Register) are treated. Some commonly applied treatments are preservation in place, rehabilitation, restoration and stabilization; there are other types of treatments also. Documentation and treatment may be applied to the same property; for example, archeological, historical, and architectural documentation may be prepared before a structure is stabilized or before foundations or chimneys or other lost features are reconstructed. Alternatives for treatment will usually be available, and care should be applied in choosing among them. Preservation in place is generally preferable to moving a property. Over time. the preferred treatment for a property may change: for example, an archeological site intended for preservation in place may begin to erode so that a combination of archeological documentation and stabilization may be required. If a decision is made that a particular property will not be preserved in place, the need for documentation must then be considered. The three sets of documentation standards (i.e., the Standards for Historical Documentation, Standards for Architectural and Engineering Documentation, and Standards for Archeological Documentation) as well as the Standards for Historic Preservation Projects (Acquisition, Preservation, Stabilization, Protection, Rehabilitation, Restoration, and Reconstruction) describe the lechniques of several disciplines to treat historic properties, and to document or preserve information about their historical values. The integration of planning for documentation and treatment with their execution is accomplished in a statement of objectives, or research design. Because both the goals and appropriate methodologies are likely to be interdisciplinary in nature, the relationship among these various 29, 1983 / Notices activities should be specified in the research design to ensure that the resulting documentation produces a comprehensive record of historic properties in an efficient manner. Secretary of the Interior's Standards for Historical Documentation Historical documentation provides important information related to the significance of a property for use by historians, researchers, preservationists . architects, and historical archeologists. Research is used early in planning to gather information needed to identify and evaluate properties. (These activities are discussed in the Standards and Guidelines for Preservation Planning and the Standards and Guidelines for Identification.) Historical documentation is also a treatment that can be applied in several ways to properties previously evaluated as significant; it may be used in conjunction with other treatment activities (as the basis for rehabilitation plans or interpretive programs, for example) or as a final treatment to Preserve information in cases of threatened property destruction. These Standards concern the use of research and documentation as a treatment. Standard L Historical Documentation Follows a Research Design That Responds to Needs Identified in the Planning Process Historical documentation is undertaken to make a detailed record of the significance of a property for research and interpretive purposes and for conservation of information in cases of threatened property destruction. Documentation must have defined objectives so that proposed work may be assessed to determine whether the resulting documentation will meet needs identified in the planning process. The research design or statement of objectives is a formal statement of how the needs identified in the plan are to be addressed in a specific documentation Project. This is the framework that guides the selection of methods and evaluation of results, and specifics the relationship of the historirnl documentation efforts to other proposed treatment activities. Standards 11. Flistorical OOCUrnentatimt Employs an Appropriate Melhodology to Obtain the Information Required by The Research Design Methods and techniques of historical research should be chosen to obtain needed information in the most efficient way. Techniques should be carefully selected and the sources should be GEORGE E. CYRISTIAN, AUSTIN ['� L U/. - 'CNAIRMAN MRS 111 LONG, KILGORE VICE CIIAIRMAN DUNCAN L BOECKMAN, DALLAS >!I\ SECRETARY IOTIN M. BENNETT, SAN ANTONIO f' MM JAMES F. RIGGART, JR_ DAL LAST RICHARD K COLLINS, DALLAS `1 BARNET M. DAVIS. SR_ SOMERVILLE ti . CURTIS TTINNELL EXECLMVE DIRECTOR T E X A S HI S T O R I C A L P.O. BOX 12276 AUSTIN, TEXAS 78711 April 18, 1984 Sue H. Smith City of Paris Main Street Program P.O. Box 1037 Paris, Texas 75460 Dear Ms. Smith: AT7AGIM1:NT TIL T.R. EEJIREENSACIL SAN ANTONIO MAXINE C FLOURNOY. ALICE WDODROWGIASSC r JR -.NONW HARRY A. GOLENON, 11OUSTON MRS. ALBERT G HILL, DALLAS DR. ROBERT D. HUNTER, ABIIENE JAMES S. NABORS. LAKE JACKSON GAY RATLIFF, AUSTIN LOUIS E. TEARAZAS, SAN ANRI110 EVANGELINE LOESSD/ WHORTON, GALVESTON ISLAND DA. DAN A. MLLIS, HOUSTON C O M M I S S I O N (512)475 -3092 We are pleased to announce on behalf of the Texas Historical Commission that a grant of $15,000 has been allocated for the City Wide Survey of Paris and a Multiple- Resource Nomination. To remain eligible for this grant allocation, it is necessary for the project coordinator and the project professional to jointly attend a grant orientation session. These sessions will be held with the Commission staff members who will be working with you on this project and are designed to familiarize you with the continuing granting process. .A- Project Proposal, the formulation of which will be discussed at the orientation session, will then need to be prepared and submitted to the Commission before final grant approval can be made. These grant orientation sessions will be held in the next few months. Failure to attend one of the sessions and to submit the Project Proposal before commencement of work on this project will be cause for this grant allocation to revert to the Texas Historical Commission for reallocation to another project. It is, therefore, important that upon receipt of this letter you contact Kenneth Breisch or Jennie Reinhardt at (512) 475 -3094 to arrange the necessary grant orientation session. Please note that no work should begin prior to your grant orientation session and the receipt of the written approval from the Texas Historical .. -_.- ✓/1GCJlaI. ��ICyf L�l74116flG>�.JGaCillClllO/L Conrnission of your We look forward to endeavor. 2r!y, //%% E1 Lu ge Christian Chairman subsequently sulxnitted Project Proposal. assisting you in this most worthwhile preservation 4CUrt�T'unnel��� Executive Director xc: Hon. Lloyd Bentsen Hon. John Tower Mrs. Bobbie Biggart Mr. Harry Golenon Mr. James S. Nabors Hon. Pete Patterson Hon. Ed Howard Hon. Sam B. Hall, Jr. Mr. Bob Burns ivrrACHRENT IV CITY WIDE SURVEY OF PARIS and a MULTIPLE - RESOURCE NOMINATION TO THE NATIONAL REGISTER OF HISTORIC PLACES Submitted by: ARCHITEXAS A. C. GREENE 18 July 1984 TABLE OF CONTENTS PAGE I. PROJECT EXECUTION AND METHODOLOGY . . . . . . . . . . . . 1 II. PROJECT TEAM QUALIFICATIONS . . . . . . . . .. . . . . . . . . . 8 III. PROFESSIONAL FEES AND EXPENSES BUDGET .... . . . . 12 IV. APPENDIX .. .' . . . . . . . . . . . . . . .. . . . . . . . . . . 13 c 1. PROJECT EXECUTION AND METHODOLOGY Project Objective It will be the objective of ArchiTexas to conduct a comprehensive city- wide survey of historic resources for the City of Paris, Texas and to document these resources in an organized concise graphic package. In addition, ArchiTexas will complete and submit a Multiple- Resource Nomination of qualifying individual structures to the National Register of Historic Places based upon the recommendations made in the survey. Beyond the Historic Resources Survey, ArchiTexas will produce in a written and visual format planning recommendations for action, preservation planning and civic actions which can preserve and perpetuate the community's own special identity. It will be a primary goal of ArchiTexas to involve local community leaders and interested residents throughout the project including County Historical Commission, civic groups and the City Council. Project Team ARCHITEXAS, a Dallas based Architecture, Planning and Urban -Design firm will be the lead consultant of the project team. ArchiTexas will coordinate the entire survey and National Register Nomination and will be responsible for progress reporting to the Director of Community Development and the Paris Main Street Manager as well as the Texas Historic Commission. . A. C. GREENE, a Dallas based historian and writer author of a number of books and studies with regard to the historical development of ,North Texas including Dallas: The Decidin Years - A Historical Portrait. He currently is a contributing co umnist to the Da as Morning Ne ws a weekly historical column) and is responsible for the creation of The Greene Group, Historical /Cultural Studies research group. -1- Survey Components - Part I The two major survey components for Paris listed and elaborated below were developed in accordance with guidelines developed by the Federal government for state historic plans and will provide the most useful and comprehensive survey and planning approach. 1. Historical Analysis An essential aspect of a survey and planning study is a concise, yet thorough, analysis of the forces that shaped Paris and an account of the general development of the community, including not only its very early history but recent history as well. Beyond the usual political history of the community, the historical analysis, gathered through historical research in Paris and at the State level, will consider underlying themes which combined to give Paris its own individual character. 2. The Inventory The inventory consists of information compiled on specific places relating to the general themes described in the Historical Analysis. A. Areas to be surveyed and inventoried: To help insure that all aspects of past development and all groups that participated,' are considered, the following types of structures and complexes will, be documented: Agricultural including barns,. farmhouses, sheds,,minor outbuildings, fences. Commercial including stores, office buildings, restaurants, taverns,. markets, warehouses, hotels, spas, utility company buildings. Educational including schools, academies, colleges, universities, museums, libraries, theaters, concert halls, opera houses. Governmental including courthouses, city halls, town halls, civic centers, jails, post offices, customs houses, firehouses, police stations, water systems. Industrial including mills, factories, foundries, furnaces, tanneries, watermills: Landscape architecture including commons, squares, parks, gardens, greens, cemeteries, gazebos, monuments', pavilions, fences, fountains, paving, and street furniture such as benches and street lights. -2- G? C Medical including hospitals, sanitariums, infirmaries, clinics, dispensaries. Military including arsenals, armories, campsites, reservations, battlegrounds. Recreational including amphitheaters, swimming pools, gymnasiums, bandstands, stadiums, playing fields, courts and parks. Reli ious including churches, chapels, synagogues, meet�nghouses, seminaries, convents, burial vaults, mausoleums. Residential including houses, cottages, apartment buildings, tenements, industrial housing complexes. Social including lodges, clubhouses, fraternity houses. Transportation including paths, trails, railroads, bridges, viaducts, airports, toll houses, stations of various types, terminals, stables, carriage houses, garages, carbarns, shop's. Inventory Forms The results of the survey will be documented on forms designed to provide important information and aspects of the historic structures, sites, including archeological sites in a concise, organized and consistent format: This data will be documented on survey cards provided by the Texas Historic Commission and all sites will be graphically located on appropriate United States Geological Survey maps so they can be keyed into computerized mapping techniques if necessary. Larger scaled maps will be produced as will keeping properties identified on survey cards to Paris Planning and Zoning maps. Photographs Each historic place will be further documented through high quality photographs. All primary elevations and auxiliary buildings will be photographed in 35 mm black and white format and logged on photo index forms identical to those produced by the Texas Historical Commission. Also contact sheets and negatives will be keyed to survey cards and maps and placed in ring binders. A commercial sized print (3 -1/2 x 511) of a primary view will be attached to the survey cards further documenting each historic place, Two sets of color slides of each potential property eligible as a National Register listing will be submitted. The slides will be Kodachrome film and displayed in clear plastic slide catalogue sheets and placed in a ring binder. -3- Recommendations for Action - Part 11' The first two sections of the survey without recommendations would just record historic places as observed in the 1980's. The third component of the professional services proposed will include planning and civic actions which can preserve and perpetuate the community's own special identity. Planning recommendations can include: 1. An overall appraisal of important areas to be preserved and identifying potential local legal methods of protection through landmark designation ordinances. 2. Identifying potential historic districts which can provide a planning basis for possible public improvements and city master planning. On a local level, individual structures may be protected by landmark ordinances while historic district legislation may place controls not only on rehabilitation of older structures but also on new buildings constructed within the district. 3. Recommendation _of. projects for adaptive uses which is the most effective method of protection through mnaintaining or creating economic viability for historic property. 4. Identification of civic awareness and educational programs which can stimulate interest in preservation. -4- National Register Multiple Resource Nomination - Part III National Register Multiple Resources will be compiled based upon the information and data compiled in the Survey. The procedure involved will be as follows: 1. Selection of eligible sites from the Historic Sites Survey as potential National Register listings. Inventory forms for each property will include brief descriptions, statements of significance and geographical data. 2. Inventory forms for each eligible property will be submitted to the State's National Register department for a preliminary review. 3. Graphically clear and accurate maps will be provided identifying the nomination boundaries. 4. A clearly legible 8 x 10 map will be prepared to identify the location of the nominated sites and districts. 5. A Multiple Resource Nomination which meets all State and National Standards will be completed and submitted with the nomination package. 6. Two copies of the nomination package will be made, one for the National Register Office, one for the Paris Main Street file. -5- - t..: 'al3 Work Program Throughout the entire work program a representative from the project team will report biweekly to the City Council at their scheduled public hearing to fully inform the city and county of the progress of the survey. Part I Orientation - September 4 - 5 Project team will conduct preliminary research to establish context and particular requirements for conducting field survey. Research will also be done to see how much information is available from local historic groups, individuals, and historic commissions that may be useful in survey. Local historic maps, Paris planning and zoning maps and other information of this type will be sought for use in the field. Field Survey - September 6 12 Project team will survey and inventory the entire city of Paris by driving and walking recording all pre 1940 cultural and historic resources. The project team will identify 1) Primary resources eligible for listing on the National Register or . for State or local individual designation. 2) Background resources that are not individually significant but which in groups contribute to potential historic districts or urban conservation districts. 3) Cultural resources which do not immediately qualify for National Register but are of threshold significance. Close contact will be maintained with local officials and local historic groups throughout this segment of the work program. Research and Processing Field Survey Results - September 13 - 28 Field notes and photographs will be processed and set on survey cards and collated in appropriate sequence. Mapped information will be clarified and graphically represented in a presentation format. Field Survey and Research Adjustments - October 1 - 3 Project team will return to Paris verification and make necessary adjustments to the survey findings and visually test planning recommendations. Publication - October 3 - 28 The Project team will prepare maps, written material, photographs and other informatiuon for final publication in a bound 8 -1i2" x 11" and 17" format. Presentation to City of Paris - November Public Hearing -6- .J..: Part I1 Recommendations for Action Planning analysis suggesting future Preservation Planning actions for Paris will be written and graphically represented as part of the ultimate overall production. This component of the professional services can be accomplished in a time period of 3 weeks and can run concurrent with Part 1. Part III National Register Multiple Resource Nomination This aspect of the survey in which selected structures from the survey results are nominated to the Department of Interior for listing based on their individual significance will be conducted in approximately 4 week timeframe. This aspect of the survey can immediately follow the Part I survey or if desired by the Main Street Manager and Director of Community Development can be accomplished under separate contract at a later date. 11. PROJECT TEAM QUALIFICTION The survey team because of its diverse background in Architecture, Planning, Urban Design, and History is uniquely well qualified to produce a comprehensive well documented survey for the City of Paris. The Appendix of this proposal provides resumes of consultants to be included on the Project Team. Below is the proposed team organization and a summary profile which provides an overview of their relevant qualifications and experience. ARCHITEXAS Craig Melde Principal in Charge Project Urban Planner Mr. Melde is a Senior Architect, Planner and Partner of ArchiTexas. His experience includes project management of ArchiTexas projects. Before joining ArchiTexas he was an urban planner for the City of Dallas and played an active role in Historic Preservation, CBD and neighborhood preservation planning. Mr. Melde is a registered Architect in the State of Texas and is currently serving as a member of The City of Dallas West End Task Force. Gary Skotnicki Principal in Charge Project Urban Designer Mr. Skotnicki is a Senior Architect, Planner and Partner of ArchiTexas. His experience includes project management of ArchiTexas projects. Before joining ArchiTexas he was an urban planner for the City of Dallas and was project planner for numerous CBD planning projects, including the Historic Preservation Program, Farmers Market Master Plan and Report, and management of the Streetscape Program. Mr. Skotnicki is a registered Architect in the State of Texas and is currently serving as a member of The City of Dallas West End Task Force. Michael Bruner Technical Staff /Planner Mr. Bruner began with ArchiTexas in April 1982. He holds a Bachelor of Science degree in Architecture from the University of Michigan. He has been involved with several preservation and renovation projects since joining ArchiTexas. These include planning for the Continental Gin complex in Deep Ellum, and the Arnold House for the Dallas historic Preservation League. Prior to joining ArchiTexas, Mr. Bruner was also involved in the preservation and renovation of the Ladies Library of Ypsilanti, Michigan, dating from the late 1820's. Rick Lawson Technical Staff Mr. Lawson joined ArchiTexas in June 1983 and has worked as a draftsman on various projects. He holds a Bachelor of Science degree in Architecture from the University of Texas at Arlington. He has participated in an historical survey of Weatherford, Texas with Professor R. Gene Brooks, architect, planner, preservationist. M A. C. Green - History Mr. Green has long been respected an an author of many historically related books, anthologies, magazine publications, and newspaper columns. Mr. Green has a B.A. degree, cum laude and Graduate degree in History from Abilene Christian University and worked toward a Ph.D. in American Civilization at the University of Texas at Austin! Overview Description of Similar Projects (1) Historic Preservation Program Gary Skotnicki and Craig Melde, when with the Urban Design Staff of the Department of Urban Planning of Dallas, were fully or in part responsible with the following preservation projects: - Developed and assisted in the surveying and development of district ordinances and design guidelines, administered numerous applications for Certificates of Appropriateness and reviewed numerous public and private projects in the following landmark districts: .Swiss Avenue Historic District .South Boulevard /Park Row Historic District .West End Historic District (Commercial Warehouse District) .Munger Place Historic District Developed and assisted in the development of building ordinances and design guidelines and administered numerous applications for Certificates of Appropriates for modifications of the following sites: .Trinity Methodist Church "Old Tige" Fire Station .Old City Hall (Dallas) .Federal Reserve Bank of Dallas .Cedar Springs Fire Station .Magnolia Building References: Weirning Lu Executive Director Lowertown Redevelopment Corp. 400 Sibley St. Paul, Minnesota 55101 (612) 227 -9131 or Tom Niedinauer, Manager Development of Planning and Development City Hall Dallas, Texas 75201 (214) 670 -4118 -9- III. PROFESSIONAL FEES AND EXPENSES BUDGET The professional fees and expenses proposed are categorized into the three proposal components. Expenses represented below indicate a budget maximum figure which ArchiTexas will draw upon when needed, with the possibility some savings can be realized by the City of Paris: Part I Historic Resources Survey Professional Fees Expense Budget Publication Budget Part II Recommendations for Action - Planning Analysis Professional Fees Expense Budget Part III Multi- Resource Nomination to the National Register of Historic Places Professional Fees Expense -Budget-- -12- $ 17,000.00 1,875.00 1,125.00 20,000.00 $ 3,000.00 150.00 3,150.00 $ 5,000.00 750.00._.. - 5,750.00