HomeMy WebLinkAbout2011-065 Contract - JTS Designcontract tor NtKSC�NA� StKVic;tS iess tnan
C 1 T Y O F
�4SH LAN D
20 East Main Street
Ashland, Oregon 97520
Telephone: 541 /488-6002
Fax: 5411488-5311
DATE AGREEMENT
BEGINNING DATE: 2/1
COMPENSATION:
CONSULTANTS: J. Todd Scott, AIA and Julie M. Koler
CONTACT: J. Todd Scott
ADDRESS: 101 W. Olympic Place, Apt. #601
Seattle, WA 98119
TELEPHONE: 206/861-5422
SERVICES TO BE PROVIDED: Revise and expand Ashland's existing Historic District Design Standards to
bring the standards in line with the Secretary of the Interior's Standards for Rehabilitation and to provide
greater internal consistency belween the Historic District Design Standards and Ashland's other codes and
Site Design and Use Standards. Includes development of a revised standards document with supporting
graphics and/or education:31 materials such as brochure or tiand-out for adoption by the City of Ashland, and
attendance at three to five public meetings leading to the adoption of the revisions to the standards. The
proposal includes all travel related expenses for the consultant to attend a minimum of five meetings. Should
the number of ineetings be reduced, or the consultant not present at any of the five meetings, the
compensation for the project shall be reduced by $750 for each meeting at which the consultant is not in
attendance.
All project work is to be performed by Consultants as private consultants; no project work is to be completed
during hours worked for the King County (WA) Historic Preservation Program.
Automobile insurance requirements have been waived; the consultants a ree to assume all liability and
procure insurance on rental vehicles used while in Ashland for all meetings JTS &r�i�JMK initial here).
Pursuant to AMC 2.52.040E and AMC 2.52.060, after reasonable inquiry and evaluation, the undersigned Department
Head finds and determines that: (1) the services to be acquired are personal services; (2) the City does not have
adequate personnel nor resources to perform the services; (3) the statement of work represents the department's plan for
utilization of such personal services; (4) the undersigned consultant has specialized experience, education, training and
capability sufficient to perform the quality, quantity and type of work requested in the scope of work within the time and
fnancial constraints provided; (5) the consultanYs proposal will best serve the needs of the City; and (6) the
compensation negotiated herein is fair and reasonable.
NOW THEREFORE, in consideration of the mutual covenants contained herein the CITY AND CONSULTANT AGREE as
follows:
1. Findings Recitations. The findings and recitations set forth above are true and correct and are incorporated herein
by this reference.
2. All Costs by Consultant: Consultant shall, at its own risk and expense, perform the personal services described
above and, unless otherwise specified, furnish all labor, equipment and materials required for the proper performance
of such service.
3. Qualified Work: Consultant has represented, and by entering into this contract now represents, that all personnel
assigned to the work required under this contract are fully qualified to perform the service to which they will be
assigned in a skilled and worker-like manner and, if requi�ed to be registered, licensed or bonded by the State of
Oregon, are so registered, licensed and bonded.
4. Completion Date: Consultant shall start pertorming the service under this contract by the beginning date indicated
above and complete the service by the completion date indicated above.
5. Compensation: City shall pay Consultant for service performed, including costs and expenses, the sum specified
above. Payments shall be made within 30 days of the date of the invoice. Should the contract be prematurely
terminated, payments will be made for work completed and accepted to date of termination.
6. Ownership of Documents: All documents prepared by Consultant pursuant to this contract shall be the property of
City.
7. Statutory Requirements: ORS 279C.505, 279C.515, 279C.520 and 279C.530 are made part of this contract.
Conlract for Personal Services, Revised 07/28/2010, Page 1 of 6
8. Living Wage Requirements: tt the amoun[ ot Ihis cont�act is $18,703 or more, GonsWtant is requfred to comply with
chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in this chapter, to all employees
performing work under this contract and to any Subcontractor who perfortns 50% or more of the service work under
this contract. Consultant is also required to post the notice attached hereto as Exhibit B predominantly in areas where
it will be seen by all employees.
9. Indemnification: Consultant agrees to defend, indemnify and save City, its officers, employees and agents harmless
from any and all losses, claims, actions, costs, expenses, judgments, subrogations, or other damages resulting from
injury to any person (including injury resulting in death), or damage (including loss or destruction) to property, of
whatsoever nature arising out of or incident to the performance of this contract by Consultant (including but not
limited to, Consultant's employees, agents, and others designated by Consultant to perform work or services
attendant to this contract). Consultant shall not be held responsible for any losses, expenses, claims, subrogations,
actions, costs, judgments, or other damages, directly, solely, and proximately caused by the negligence of City.
10. Termination:
a. Mutual Consent. This contract may be terminated at any time by mutual consent of both parties.
b. Citv's Convenience. This contract may be terminated at any time by City upon 30 days' notice in writing
and delivered by certified mail or in person.
c. For Cause. City may terminate or modify this contract, in whole or in part, effective upon delivery of
written notice to Consultant, or at such later date as may be established by City under any of the following
conditions:
11
12.
13.
i. If City funding from federal, state, county or other sources is not obtained and continued at levels
sufficient to allow for the purchase of the indicated quantity of services;
'ii. If federal or state regulations or guidelines are,modified, changed; or interpreted in such a way
that the services are no longer allowable or appropriate for purchase under this contract or are
no longer eligible for the funding proposed for payments authorized by this contract; or
iii. If any license or certificate required by law or regulation to be held by Consultant to provide the
services required by this contract is for any reason denied, revoked, suspended, or not renewed.
d. For Default or Breach.
i. Either City or Consultant may terminate this contract in the event of a breach of the contract by
the other. Prior to such termination the party seeking termination shall give to the other party
written notice of the breach and intent to terminate. If the party committing the breach has not
entirely cured the breach within 15 days of the date of the notice, or within such other period as
the party giving the notice may authorize or require, then the contract may be terminated at any
time thereafter by a written notice of termination by the party giving notice.
ii. Time is of the essence for ConsultanYs performance of each and every obligation and duty under
this contract. City by written notice to Consultant of default or breach may at any time terminate
the whole or any part of this contract if Consultant fails to provide services called for by this
contract within the time specified herein or in any extension thereof.
iii. The rights and remedies of City provided in this subsection (d) are not exclusive and are in
addition to any other rights and remedies provided by law or under this contract.
e. Obliqation/Liabilitv of Parties. Termination or modification of this contract pursuant to subsections a, b, or
c above shall be without prejudice to any obligations or liabilities of either party already accrued prior to such
termination or modifcation. However, upon receiving a notice of termination (regardless whether such notice is
given pursuant to subsections a, b, c or d of this section, Consultant shall immediately cease all activities under
this contract, unless expressly directed otherwise by City in the notice of termination. Further, upon termination,
Consultant shall deliver to City all contract documents, information, works-in-progress and other property that are
o[would be�deliverables•had•the•contrachbeen•completedr6ity shall-pay�Consultant-forwork•performed•prior to
the termination date if such work was performed in accordance with the Contract.
Independent Contractor Status: Consultant is an independent contractor and not an employee of the City.
Consultant shall have the complete responsibility for the performance of this contract. Consultant shall provide
workers' compensation coverage as required in ORS Ch 656 for all persons employed to perform work pursuant to
this contract. Consultant is a subject employer that will comply with ORS 656.017.
Assignment and Subcontracts: Consultant shall not assign this contract or subcontract any portion of the work
without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be
void. Consultant shall be fully responsible for the acts or omissions of any assigns or Subcontractors and of all
persons employed by them, and the approval by City of any assignment or subcontract shall not create any
contractual relation between the assignee or subcontractor and City.
Default. The Consultant shall be in default of this agreement if Consultant: commits any material breach or default
of any covenant, warranty, certification, or obligation it owes under the Contract; its QRF status pursuant to the QRF
Rules or loses any license, certifcate or certification that is required to perform the Services or to qualify as a QRF if
consultant has qualifed as a QRF for this agreement; institutes an action for relief in bankruptcy or has instituted
against it an action for insolvency; makes a general assignment for the benefit of creditors; or ceases doing business
on a regular basis of the type identified in its obligations under the Contract; or attempts to assign rights in, or
Contract for Personal Services, Revised 07/28/2010, Page 2 of 6
14. Insurance. Consultant shall at its own expense provide the following insurance:
a. Worker's Comoensation insurance in compliance with ORS 656.017, which requires subject employers to
provide Oregon workers' compensation coverage for all their subject workers
b. Professional Liabilitv insurance with a combined single limit, or the equivalent, of not less than
$1.000,000 for each claim, incident or occurrence. This is to cover damages caused by error, omission or
negligent acts related to the professional services to be provided under this contract.
c. General Liabilitv insurance with a combined single limit, or the equivalent, of not less than $1,000.000 for
each occurrence for Bodily Injury and Property Damage. It shall include contractual liability coverage for the
indemnity provided under this contract.
d. Automobile Liabilitv insurance with a combined single limit, or the equivalent, of not less than Not
Applicable for each accident for Bodily Injury and Property,Damage, including coverage for owned, hired or non-
owned vehicles, as applicable. Waived and modified pursuant to the Additional Terms above requirinq
rental car insurance.
e. Notice of cancellation or chanqe. There shall be no cancellation, material change, reduction of limits or
intent not to renew the insurance coverage(s) without 30 days' written notice from the Consultant or its insurer(s) to
the City.
f. Additional Insured/Certificates of Insurance. Consultant shall name The City of Ashland, Oregon, arid its
elected officials, officers and employees as Additional Insureds on any insurance policies required herein but only
with respect to Consultant's services to be provided under this Contract. The consultanYs insurance is primary and
non-contributory. As evidence of the insurance coverages required by this Contract, the Consultant shall furnish
acceptable insurance certificates prior to commencing work under this contract. The certificate will specify all of
the parties who are Additional Insureds. Insuring companies or entities aresubject to the City's acceptance. If
requested, complete copies of insurance policies; trust agreements, etc. shall be provided to the City. The
Consultant shall be financially responsible for all pertinent deductibles, self-insured retentions and/or self-
insurance.
15. Governing Law; Jurisdiction; Venue: This contract shall be governed and construed in accordance with the laws
of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or
proceeding (collectively, "the claim") between the City (and/or any other or department of the State of Oregon) and
the Consultant that arises from or relates to this contract shall be brought and conducted solely and exclusively within
the Circuit Court of Jackson County for the State of Oregon. If, however, the claim must be brought in a federal
forum, then it shall be brought and conducted solely and exclusively within the United States District CouR for the
District of Oregon filed in Jackson County, Oregon. Consultant, by the signature herein of its authorized
representative, hereby consents to the in personam jurisdiction of said courts. In no event shall this section be
construed as a waiver by City of any form of defense or immunity, based on the Eleventh Amendment to the United
States Constitution, or othenvise, from any claim or from the jurisdiction.
16. THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE
PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS CONTRACT SHALL
BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER, CONSENT,
MODIFICATION OR CHANGE, IF MADE, SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR
THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR
REPRESENTATIONS, ORAL OR WRITiEN, NOT SPECIFIED HEREIN REGARDING THIS CONTRACT.
CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT
HE/SHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND
CONDITIONS.
17. Nonappropriations Clause. Funds Available and Authorized: Ciry has sufficient funds currently available and
authorized foq expenditure.to finance the costs of this contrect within.the City's'fiscal year budget.-Consultant
understands and agrees that City's payment of amounts under this contract attributable to work performed aker the
last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow
City in the exercise of its reasonable administrative discretion, to continue to make payments under this contract. In
the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this
contract without penalty or liability to City, effective upon the delivery of written notice to Consultant, with no further
liabilitv to Consultant.
hereto as Exhibit A and herein incorporated by reference.
Contrect for Personal Services, Revised 07/28/2010, Page 3 of 6
14. Insurance. Consultant shall at its own expense provide the following insurance:
a. Worker's Comoensation insurance in compliance with ORS 656.017, which requires subject employers to
provide Oregon workers' compensation coverage for all their subject workers
b. Professional LiabiliN insurance with a combined single limit, or the equivalent, of not less than
$1.000,000 for each claim, incident or occurrence. This is to cover damages caused by error, omission or
negligent acts related to the professional services to be provided under this contract.
c. General Liabilitv insurance with a combined single limit, or the equivalent, of not less than $1,000,000 for
each occurrence for Bodily Injury and Property Damage. It shall include contractual liability coverage for the
indemnity provided under this contract.
d. Automobile Liabilitv insurance with a combined single limit, or the equivalent, of not less than Not
Applicable for each accident for Bodily Injury and Property Damage, including coverage for owned, hired or non-
owned vehicles, as applicable. Waived and modified pursuant to the Additional Terms above requirinq
rentalcarinsurance.
e. Notice of cancellation or chanqe. There shall be no cancellation, material change, reduction of limits or
intent not to renew the insurance coverage(s) without 30 days' written notice from the Consultant or its insurer(s) to
the City.
f. Additional Insured/Certificates of Insurance. Consultant shall name The City of Ashland, Oregon, and its
elected officials, officers and employees as Additional Insureds on any insurance policies required herein but only
with respect to ConsultanYs services to be provided under this Contract. The consultanYs insurance is primary and
non-con[ributory. As evidence of the insurance coverages required by this Contract, the Consultant shall fumish
acceptable insurance certificates prior to commencing work under this contract. The certificate will specify all of
the parties who are Additional Insureds. Insuring companies or entities are subject to the City's acceptance. If
requested, complete copies of insurance policies; trust agreements, etc. shall be provided to the City. The
Consultant shall be financially responsible for all pertinent deductibles, self-insured retentions and/or self-
insurance.
15. Governing Law; Jurisdiction; Venue: This contract shall be governed and construed in accordance with the laws
of the State of Oregon without resort to any jurisdiction's conflict of laws, rules or doctrines. Any claim, action, suit or
proceeding (collectively, "the claim") between the City (and/or any other or department of the State of Oregon) and
the Consultant that arises from or relates to this contract shall be brought and conducted solely and exclusively within
the Circuit Court of Jackson County for the State of Oregon. If, however, the claim must be brought in a federal
forum, then it shall be brought and conducted solely and exclusively within the United States District Court for the
District of Oregon filed in Jackson County, Oregon. Consultant, by the signature herein of its authorized
representative, hereby consents to the in personam jurisdiction of said courts. In no event shall this section be
construed as a waiver by City of any form of defense or immunity, based on the Eleventh Amendment to the United
States Constitution, or otherwise, from any claim or from the jurisdiction.
16. THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE
PARTIES. NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS CONTRACT SHALL
BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY BOTH PARTIES. SUCH WAIVER, CONSENT,
MODIFICATION OR CHANGE, IF MADE, SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR
THE SPECIFIC PURPOSE GIVEN. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR
REPRESENTATIONS, ORAL OR WRITTEN, NOT SPECIFIED HEREIN REGARDING THIS CONTRACT.
CONSULTANT, BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE, HEREBY ACKNOWLEDGES THAT
HE/SHE HAS READ THIS CONTRACT, UNDERSTANDS IT, AND AGREES TO BE BOUND BY ITS TERMS AND
CONDITIONS.
17. Nonappropriations Clause. Funds Available and Authorized: City has sufficient funds currently available and
authorized for expenditure to finance the costs of this contract within the City's fiscal year budget. Consultant
understands and agrees that City's payment of amounts under this contract attributable to work performed after the
last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow
City in the exercise of its reasonable administrative discretion, to continue to make payments under this contract. In
the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this
contract without penalty or liability to City, effective upon the delivery of written notice to Consultant, with no further
liability to Consultant.
Certification. Consultant shall siqn the certification attached hereto as Exhibit A and herein incorporated by reference.
Contract for Personal Services, Revised 07/28/2010, Page 3 of 6
ey
Signature
c4�c.e I�,�
Department Head
Bill Molnar
Print Name
2/�$ �zor�
ate
Purchase Order No.
lO/��
Title
W-9 One copy of a W-9 is to be submitted with
the sianed contract.
Contract for Personal Services, Revised 07/28/2010, Page 4 of 6
Print Name
c� �v�o�ti�(ww,;.�-,
Title
EXHIBIT A
CERTIFICATIONS/REPRESENTATIONS: Contractor, under penalty of perjury, certifies that (a) the
number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be
issued to it and (b) Contractor is not subject to backup withholding because (i) it is exempt from
backup withholding or (ii) it has not been notified by the Internal Revenue Service (IRS) that it is
subject to backup withholding as a result of a failure to report all interest or dividends, or (iii) the IRS
has notified it that it is no longer subject to backup withholding. Contractor further represents and
warrants to City that (a) it has the power and authority to enter into and perform the work, (b) the
Contract, when executed and delivered, shall be a valid and binding obligation of Contractor
enforceable in accordance with its terms, (c) the work under the Contract shall be performed in
accordance with the highest professional standards, and (d) Contractor is qualified, professionally
competent and duly licensed to perform the work. Contractor also certifies under penalty of perjury
that its business is not in violation of any Oregon tax laws, and it is a corporation authorized to act on
behalf of the entity designated above and authorized to do business in Oregon or is an independent
Contractor as defined in the contract documents, and has checked four or more of the following
criteria:
V
(1) I carry out the labor or services at a location separate from my residence or is in a
specific portion of my residence, set aside as the location of the business.
(2) Commercial advertising or business cards or a trade association membership are
purchased for the business.
(3) Telephone listing is used for the business separate from the personal residence listing.
(4) Labor or services are performed only pursuant to written contracts.
(5) Labor or services are performed for two or more different persons within a period of one
..year.�
(6) I assume financial responsibility for defective workmanship or for service not provided
as evidenced by the ownership of performance bonds, warranties, errors and omission
insurance or liability insurance relating to the labor or services to be provided.
Contrad for Personal Services, Revised 07/28/2010, Page 5 of 6
Commercial Certificate of Insurance F A R M E R s
Agency p��ea Warten
IVame 1007 Marine Dr Issue Date (MM/DD/YY) 02/l6l20ll
Astoria, OR 97103-5829
Address 503-325-4410 This certifinte is Issued as a matter of informatfon on(y and confers no dghts
upon the certiHate holdec Tlils certlHate does not amend, extend or alter the
St. 79 Dlst 09 Agent 3 E mverage afforded by the policiec shown below.
CompaniesProviding Covexage:
Iasu�ed Company Q'I'iu�k Insurance Fxchange
Todd Scott �edv
Name DBA: JTS DESIGN B Farmers Insurance Exchange
]Ol W Olympic PI #601
Address Seattle, WA 98119 �e�� aa^y Mid-Century Insurance Company
��eny
Coverages
Thu is to cerUfy that the polides of insurance listed below have been issued m the insured named above for the policy period indiwted. Nohvithstariding
any reqWrement, term or condition of arry contrdct or other document with respect to which thls certfficate may be issued or may pertaiq ffie Insurance
afforded liy the policies described herein is subJect to all the tecros, exclusions and conditions of such policies. Limits shown may have been reduced by
paid claims.
Co. Typ of Insurance Policy Number D[e E nvo� e Date E rv ���n Policy Limits
Lh. (nf n'v) fm m'1
C Genefal Liability 604885309 02/18/2011 02/l8/2012 General Aggregare y�000,000
K Commerclal General Products-Comp/OPS,
Liability A S 1,000,000
l Peasonal
)C -OcarrenceVersion Advertls3ngInJury 1,000,000
Contractual Incidental Each Occurrence 8 I,OOQ000
p�� Fire Damage
(Any one fire) S 75,000
Owners ConUacron Prot Mediwl Expense
(Anyoneperson) g5,000
Automobile Liability io�m�btned S�ngle
All Owned Commercial
Autas BodilY Injury
Ssheduled Autos I (Per persan)
Hiied Autos I Bodily Injury
Non-OwnedAutos (Peraccident) a
Gazage Liability P O D �g e t
Garage Aggregate g
Umbrella Liability Liml[ g
Workers' Compensation Statutory
a d Each Accldent f
D'ISease-FaohEmployee s
Employers' Liability D'aeaze-PolicyLimit g
Descdpdon of OperationsNehldes/Restrictions/Special items:
Location(s): 101 W Olympic PI N601, Seattle, WA 98119
Endorsement -(IF APPLICABLE, WII.L BE DELIVERED WITH POLICl�.
Certificate Holder Cancellation
CI7'Y OF ASHLAND ELECTED Should any of the above described polldes be cancelled beFore the eapiratlon date
Name OFFICIALS,OFFICERS EMPLOYEE; thereof, the issuing company wil( endeavor m mail 30 days written notice to the
20 E MAIN ST, certlticate holder named to the left, b failure to mail such notice shall impose no
Address ashland, OR 97520 obf tl n or liability of any klnd up �e company, itr agentr or represen[atives.
a
ize Representative
56-z48z 4-94 Copy D'utribution: Service Center Copy and Agedt's Copy H a�
Commercial Certificate of Insurance F A R M E R s
Agency qndrea Wazren
Name .]007 Marine Dr Issue Date (MM/DD/Yl� 04/OS/20l 1
Astoria, OR 97103-5829
Address S03-325-4410 This certifica[e is issued as a matter of informadon only and wnfers no rights
upon the certificate holdec Thls certificate does not amend, extend or alter the
SL 79 Dist. 09 Agen[ 31E coverage aHorded hy the policirs shown below.
Companies Providing Coverage:
Insut'ed Julie Koler �ompany A Tmck Insueance Exchange
Name DBA: KOLER AND ASSOCIATES company B Farmecs Insurance Exchange
Letter
603 33rd ave company C Mid-Century Insurance Company
Address seattle, WA 98122 ��c:r
Company
Le[ter
Coverages
This is [o certity [hat [he policies of insurance listed below have been issued to the insured named above for the policy period indicated. Notwithstanding
any requirement, term or mndition of any conVac[ or o[her document with respect [o which th6 certifica[e may 6e issued or may pertain, the insurance
afforded 6y the policies described herein is subjec[ to all the terms, ezclusions and mnditlons of such policies. Limits shown may have been reduced by
paid claims.
Type of Insurance Polic Number Po1icY Effective Policy Expiration polic Limits
Ltr. Y Da[e (MM/DDxY7 Date (nanamom� Y
C Gene�21 Liability 604999861 04/OS/2011 04/O8/2012 General Aggregate 2�p00,000
X Commeraal General Productt-Comp/OPS
Liabili[y A ��g a1e S 1,000,000
X Oaurrence Version Personal
Advertising Injury 1,OOQ000
Contractual Inciden[al Each OccuRence 1,000,000
p� Fire Damage
(Any ane fire) 75,000
Owners Contractors Prot
Medical F�cpense
(AIry one persan) 5,000
AUtOfiloblle L'lablflty Combiried Single
All Owned Commercial Limit
Autos Bodily Injury
Scheduled Autos I (Perperson)
Hired Autos I Bodily Injury
Non-OwnedAutos (Peratt�den[)
GarageLiability I PropertyDamage
Garage Aggregate
Umhrella Liability Limit q
Workers' Compensa[ion Statutory
antl EachAcciden[
Em lo ers'Liabiti[ DiSeaSC g
P Y Y Diseaze Policy L'vnit
Descdptlon of OperatlonsNehicles/Restrictions/Special items:
Location(s): 603 33rd ave, seattle WA 98122
Endorsement -(IF APPLICABLE, WILL BE DELIVERED WITT-I POLICI7.
Certificate Holder Cancellation
CITY OF ASHLAND ELECTED Should any of the above described policies 6e cancelled before the expiadon date
N�e OFFICIALS,OFFICERS F..MPLOYEE� thareoC, the issuing company will endeavor m mai130 days written nodce m the
20 E MAIN ST certiticate holder named to [he left, bu[ failure to mail such notice shall impose no
Addrecc ASHLAND, OR 97520 obGga[ion or flability of any kind upon the company, its agents or represen[atives.
Au[horiud Representative
56-2492 4-94 Copy Distribution: Service Center Copy and AgenYs Copy H-01
EXHIBIT C
b °t.
December 30, 2010 R �`i�' r�
a
Derek Severson, Associate Planner
City of Ashland p 2010 ����m
derek. severson ashland.or.us
Ci?Y nf ndhldnti
FIB �d_�Of{lC�3
C7l,ri(�!
Dear Mr. Severson,
I am pleased to submit this proposal for your upcoming project, His[oric District Design
Standards Revisions. My cblleague, Julie Koler, and I are quite fond of Ashland and
appreciate the city's commitment to preserving the community's historic resources.
Ms. Koler and I currently work for the King County Historic Preservation Program, but at
the beginning of the year we will both be reduced to less than full-time s[atus due to
budget reducUons at [he counry. As a result, we are expanding our small consulting
business, and are very interested in your project. We have previously teamed up for
various historic preservation projects in Oregon and Washington outside of our extensive
work in King County.
Our experience is quite diverse; consequendy we feel it would be difficult for you to find
a team better suited to the project and with significandy less overhead than most firms.
We have experience training and working with historic preservation commissions in
several states; enforcing and implementing a wide variety of residential and commercial
design guidelines; presenting ordinances and code secfions to zoning boards, planning
commissions, and city councils; and developing easy-to-understand brochures for
properry owners and contractors. For this project, I will serve as the primazy contact and
meeting facilitator, while Ms. Koler will provide additional assessment and review of the
proposed revisions.
I have enclosed examples of our work along with the proposal and our resumes. Please
feel free to contact me with questions or if you need additional information. We're
excited about the possibility of working in Ashland, and look forward to your response.
Sincerely,
J. Todd Scott, AIA
101 W. Olympic Place, Apt. 601
Seatfle, WA 98119
toddscottl3 email.com
206.861.5422
PROPOSAL TO CITY OF ASHLAND
FOR
REVISIONS TO HISTORIC DISTRICT DESIGN STANDARDS
I. Contact information:
J. Todd Scott Julie M. Koler
101 W. Olympic Place 603 33 Avenue
Apt. 601 Seattle, WA 98122
Seatde, WA 98119 206.999.2383
206.861.5422 iulie.koler90@gmail.com
toddscott I 3@ email. com
Both Ms. Koler and Mr. Scott are soleproprietors working as a team for this project. Mr.
Scott will serve as the primary contact.
II. Relevant Background and Experience:
Both individuals meet the Secretary of the Interior's Historic Preservation Professional
Qualificauons Standazds; Ms. Koler for architectural historian and Mr. Scott for his[oric
uchitect (see attached resumes far specifics of education and experience).
Mr. Sco[t is a preservation architect with more than 15 years experience in the field of
building evaluaUOn, restoration and rehabilitation. He served as the Main Street
Architec[ for the State of Oklahoma and as Community Developmen[ Director for the
City of Astoria, Oregon. He currently works for the King County Historic Preservation
Program conducting surveys, developing and implementing design guidelines, and
preparing landmazk nominations to both the local and national registers of historic places.
Mr. Scott has experience working with Oregon land use regulations and has spent many
hours working with and training historic preservation commissions and design review
boazds in a variety of cities azound the country.
Ms. Koler has worked in the field of historic preservation for over 27 years. Her
experience ranges from survey and inventory projects to development and
implementadon of public information and advocacy strategies, and from local ordinance
development to preparation of National Register nominations. She has trained many
budding landmazks commissioners, s[udents, agency s[aff and others in the tools and
techniques of preservation work. Since 1989, Koler has managed the King County
Historic Preservation Program, including developing and managing progams in 18 of the
Proposal [o City of Ashla�d
Historic District Design Standazds Revisions
December 30, 2010
Page 1 of 4
county's suburban cities. She has maintained a small preservation planning consultant
business since 1982.
Both individuals regularly meet with mayors, city councils, city planners, and leaders of
local history groups. They also deal on a daily basis with design review guidelines
specific [o individual cities throughout King Coun[y, Washington.
Recent projects include (all were implemented by their respective jurisdictions):
Waterfront Indus[rial Area Design Guidelines, City of West Linn (Scott Koler)
Holly Grove Design Standards, City of West Linn (Scott Koler)
Downtown Historic Preservation Plan, City of Everett (Koler)
Historic Bam Rehabilitation Standards, King County (adopted by Washington
Heritage Barn Register Program) (Scott)
III. Project Understanding:
A. Review of current standards and notential revisions. The City of Ashland currendy
has a set of historic district standazds that are adequate, but can be improved. These
standazds apply more to residential projects than commercial projects'. In addition,
these standards may or may not meet [he Secretary of the Interior's Standards for
Rehabilitation.
The contractor will conduct a work session with the Ashland Historic Commission
(AHC) [o identify problem areas in Ashland's standazds; to review standards from
otherjurisdicpons; and to assess the adequacy of the adopted standards rela6ve to the
Secretary's Standards. The work session will include discussions of how best to
convey the revisions and standazds to property owners, contractors and architects.
Based on this review, the contractor will prepaze draft revisions to the existing
standazds for review and approval by AHC, along wi[h potential educational materials
for the public.
B. Adootion of revisions. The contractor will present the revised standards to the
Ashland Planning Commission (APC) for review and approval. Any substan[ive
changes will be taken back to AHC for final review. The contractor and city will
work with Oregon SHPO and Oregon DLCD to obtain appropriate reviews by each
agency.
The contractor will prepare and make a presen[ation for final approval by APC (if
needed), and presentapon before Ashland City Council for adoption and
incorporation into Section IV of Site Design and Use Standards handbook.
Proposal to City of Ashland
Historic District Design Standards Revisions
December 30, 2010
Page 2 of 4
iv.
Tasks and Timeline:
(Subject to change depending on meeting da[es commissions/councils)
Phase I: Initial Work Session/Standards Review January March, 2011
Finalize contract and scope of work; research and prepaze for initial work session;
Conduct work session (including examples from otherjurisdic6ons) for members of
AHC.
Phase II: Development of draft revised standards document and associated educational
materials April—June, 2010
Write draft document; develop concepts for educational ma[erials;
Review with AHC and submit drafts to SHPO;
Conduct initiai meeting with APC.
Phase III• Project comnle6on and adoution July —August, 2010
Finalize documen[s for o�cial approval by AHC;
Obtain SHPO concurrence;
V
Prepare and make presentation to APC and Ashland City Council.
Fee Schedule
Billing rate for each individual is $75.00 per hour. Invoices will be submitted after each
phase of [he project (March 31, June 30, August 31), payable within 30 days.
Preliminary Estimate
Mr. Scott: 80 hours
Ms. Koler: 20 hours
Travel (one person air, ladging, and car renta[)
$750.00 per trip x minimum S trips
Miscellaneous (copies, office supplies):
ESTIMATED TOTAL:
(not to exceed $12,000)
$6000.00
$I500.00
$3750.00
$300.00
$11,550.00
Proposal to City of Ashland
Historic District Design Standazds Revisions
December 30, 2010
Page 3 of 4
VI. References
Lauren McCroskey, Program Manager, Center of Expertise,
Preservation of His[oric Buildings and Scruc[ures, Army Corps of Engineers, Seatde
District
206.764.3538
Charles Awal[, Historic Resources Advisory Committee
West Linn
chasawal[ @hotmail.com
John Goodenberger, Chair
Oregon Advisory Committee on Historic Preservation
503325.0209
Proposal to City of Ashland
ffistoric Dis[rict Desi� Standazds Revisions
December 30, 2010
Page 4 of 4
1 J. Todd Scott Resume
i 101 W Olympic Pl., #601, Seattle, WA 98119
206.861.5422(c) 206.296.8636(w)
itoddscottna hotmail.com
9� e
Education:
M.Arch. (Historic Preservation, Urban Design), University of Oklahoma, 1993
Graduate, National TrusYs Preservation L,eadership Training and various PLT/Advanced Trainings
Licensed Architect, Oklahoma No. 4189
Experience:
Preservation Architect, King County Historic Preservation Program, April 2007 present
Administer county's design review process for landmarks in unincorporated areas and 17 incorporated
cities within the county. Provide technical assistance to property owners and community leaders.
Community Development Director, CYty of Astoria, July 2003 April 2007
Administered city's building, planning, and historic preservation departments. Completed a 100+ acre
waterfront revitalizaiion plan, prepared designation as one of America's Dozen Distinctive Destinations,
and established a new National Register district.
Architect, Oklahoma Main Street Program, December 1998 July 2003
Provided design services to 41 Main Street Communities in Oklahoma. Provided technical assistance to
property owners and local design boazds for adaptive re-use of historic buildings and infill development.
Worked with city officials regarding preservation ordinances and public improvement projects.
Historic Preservation Officer, City of Oklahoma City, February 1996 December 1998
Staffed Historical Preservation Commission and 3 other design review commissions. Worked directly
with community leaders, preservation officials, city officials, and property owners to develop rehab and
infill solutions and streamline CA process for commissioners, staff, and applicants.
President, Association of Oregon Renewal Authorities, 2005 2007
Administered this League of Oregon Cities affiliated organization while prepazing annual
meetings/conferences and assisting LOC staffwith legislative proposals and heazings.
Presenter, National Preservation Conference, 20(13 2006, National Main Streets Conference, 2009
Participated in panel discussions on local advocacy and mid-century modern preservation, and led field
sessions on small town preservation issues.
Presenter, Oklahoma Sustainability Conference and Statewide Preservallon Conferences, 1995-2002
Presented information on the sustainability principles of historic preservation, adaptive reuse of older
structures, and various local preservation advocacy efforts.
Volunteer Member, Oklahoma C9ty Comprehensive Plan Update Citizens Committee, 1999 —2000
Served on the Historic Preservation Component and the Urban Growth Component Committees for a
plan adopted by City Council.
Member, Sieber Holdings LLC
Rehabilitated the 1928 Sieber Apartment Hotel, Oklahoma City, as mazket rate apartments.
Other Activities:
Member, American Institute of Architects
Member, Newport, Vermont R/iJDAT, March 2009; Petersburg, Virginia R/UDAT, March 2007
Board Member, Clatsop County Historical Society, 2005— present
Board Member, Preservation Action, 2002-2006
Secretary-Treasurer, Oklahoma City Foundation for Architecture, 1999 2003
Board Member, Paseo CDC, Oklahoma CSty,1995-2001
References available on request.
JULIE M. KOLER
603 33' Avenue
Seattle, Washington 98122
206.9991383
jul ie. koler90@gm ail. com
PROFESSIONAL EXPERIENCE
Ms. Koler brings over 27 years of experience to managing and conducting a full range of
cultural resources programs in the Western United States. In particular, she has worked at the
local level developing and implementing preservation progrems. She has also planned and
supervised projects implementing requirements of Section 106 of the National Historic
Preservation Act in conjunction with NEPA/SEPA, FHWA/DOT 4(f), and COE 404 permitting
processes. She brings a wealth of experience in conducting large programs for site
identification, impact assessment, and impact mitigation under state, federal and local laws
and regulations.
1/89 Present King County Office of Business Relations Economic Development
Historic Preservation Program, Seattle, Washington.
Position: Preservation Officer
Responsible for management of countywide Historic Preservation Program. Coordinate nine-
member volunteer Landmarks Commission and manage staff of three professionals; prepare
budget requests; coordinate County's historic preservation efforts with other governmental
agencies, departments; oversee administration of landmark restoration loan program, two
special tax programs for landmark properties, and countywide planning efforts for cultural
resources, and a variety of related local preservation regulatory laws/processes.
1/89-Present Koler& Seattle, Washington
Cultural Resources Specialist
Conduct research, documentation and analysis for wide array of historic preservation projects
funded through public and private sources. Representative projects include survey and
inventory of historic resources in communities throughout Oregon and Washington, including
identification, research and evaluation of properties for inclusion in local landmark registers,
Statewide Inventory of Historic Sites, and National Register of Historic Places; implementation
of requirements of Section 106 of the National Historic Preservation Act in conjunction with
NEPA/SEPA, FHWA/DOT 4(f), and COE 404 permitting processes.
4/04 6/06 Larson Anthropological and Archaealogical5ervices, Ltd.
Position: Architectural Historian
Conduct research, documentation and evaluation of historic properties in fulfillment of
requirements of Section 106 of the National Historic Preservation Act in conjunction with
NEPA/SEPA, FHWA/DOT 4(f), and COE 404 permitting processes.
Julie M. Koler
Resume
Page Two
4/85-10/88 Koler/Morrison Planning Consultants, Portland, OR
Partner
Worked with local jurisdictions throughout Oregon and Washington to develop and implement
historic preservation programs, including technical assistance to local landmark commissions
and other special interest groups; advice and assistance to property owners regarding tax act
information and procedures; production of complex written material including local
preservation ordinances and related zoning and building codes; development and coordination
of workshops on current issues in cultural resource management for professionals in field.
4/83-3/85 U.S. Fish and Wildlife Service, Portland, Oregon
Position: Cultural Resource Speciolist
Provided technical assistance on cultural resource matters to Federal wildlife refuge staff
located in the states of Oregon, California, Nevada, Idaho, Washington, and Hawaii. Prepared
and reviewed nominations to the National Register of Historic Places. Assisted in maintaining
the inventory of cultural resources properties on all refuges in the Northwest Region requiring
protection or maintenance. Prepared formal determinations of eligibility for historic
properties, reviewed environmental impact statements and related planning documents
concerning cultural resources for adequacy. Monitored agency compliance with Section 106
review process.
10/81-2/83 City of Portland, Bureau of Planning, Portland, Oregon
Position: Research Assistant
Assisted in citywide inventory of historic resources. Researched, photographed and evaluated
properties for inclusion in the City of Portland Historic Resource Inventory. Participated in
development of standardized vocabulary of architecturel terms and styles.
EDUCATION
M.A., Public History, 1982, Portland State University, Portland, Oregon (coursework
campleted).
B.A., History-American Studies (with emphasis in architectural history), 1977, Whitman College,
Walla Walla, Washington.
I. Existing Characteristics
The Holly Grove neighborhood is characterized by small single family houses, 75% of which were 6uilt between 1920 and
1940. Most of these houses were 6uilt in popular styles of the day. They are mostly revival styles, inspired by early
colonial and Tudor architecture, but also include newer American styles such as the
Arts and Crafts and Ranch styles. The most common style in the neighborhood is the
English Cottage, followed by the Arts and Crafts.
The automobile was increasingly prevalent during the development of Holly Grove,
consequently most of the houses were built with driveways that led from the street to
the rear of the property where a small garage was usually located. Because the
streets are narrow and neither was a major thoroughfare, there are no sidewalks
connecting the properties to each other. There are also very few front yard fences
and those that exist are mostly non-historic.
The significance of the Holly Grove neighborhood comes from the sense of time and
place and connection with the past that the area provides. This distinct identity is a
result not only of the historic architecture and the relationship of the properties to
each other, but it is also the result of characteristics that are defined in today's terms
as vital to a livable neighborhood including inviting streets for pedestrians, and easy
access to commercial areas.
II. Design Standards
Basic Principles
1. Do not remove historic material. Distinguishing original qualities defining a structure's character shall not be
destroyed. Removal or alteration of original or historic materials or distinctive architecturel features should
be avoided.
2. Repair rether than replace. Deteriorated architectural features shall 6e repaired rather than replaced,
whenever possible.
3. Additional principles are found in the Secretary of the Interior's Standards for Rehabilitation below.
Secretary of the Interior's Standards for Rehabilitation
1. A property shall be used for its historic purpose or he placed in a new use that requires minimal change to
the defining characteristics of the building and its site and environment.
2. The historic character of a property shall be retained and preserved. The removal of historic materials or
alteration of features and spaces that characterize a property shall be avoided.
3. Each property shall be recognized as a physical record of its time, place, and use. Changes that create a false
sense of historical development, such as adding conjectural features or architectural elements from other
buildings, shall not be undertaken.
4. Most properties change over time; those changes that have acquired historic significance in their own right
shall be retained and preserved.
5. Distinctive features, finishes, and construction techniques or examples of craftsmanship that characterize a
property shall be preserved.
6. Deteriorated historic features shall be repaired rather than replaced. Where the severity of deterioration
requires replacement of a distinctive feature, the new feature shall match the old in design, color, texture, and
othervisual qualities and, where possible, materials. Replacement of missing features shall be substantiated by
documentary, physical, or pictorial evidence.
7. Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be
used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest means possible.
8. Significant archeological resources affected by a project shall be protected and preserved. If such resources
must be disturbed, mitigation measures shall be undertaken.
9. New additions, exterior alterations, or related new construction shall not destroy historic materials that
characterize the property. The new work shall 6e differentiated from the old and shall he compatible with the
massing, size, scale, and architectural features to protect the historic integrity of the property and its
enviranment.
10. New additions and adjacent or related new construction shall 6e undertaken in such a manner that if
removed in the future, the essential form and integrity of the historic property and its environment would be
unimpaired.
Siting and Lot Coverage for New Houses
Holly Grove Character
Majority of houses are set close to the front lot line.
Majority of houses are square in plan or have the longer dimension on the side.
H isto ry
Lots were generally long and narrow resulting in houses that were longer than they were wide.
Narrow lots provided a greater density in any given block and kept offensive activities (privies, chicken
houses, etc.) at the rear, furthest from the street.
Why these characteristics are important
Narrow lots allow for denser development while still allowing single family houses.
Square or narrow footprints continue the existing rhythm of the street; a wide house set well back
from the curb creates an irregular opening, disrupting that rhythm.
Modern codes require minimum side yard setbacks to help prevent fire from spreading from property
to property. These codes also require minimum rear yard setbacks to allow for placement of utilities.
Specifications
Lot coverage by buildings shall not exceed 50%.
New houses shall have a square or slightly elongated
footprint, with the front elevation no wider than either side
elevation.
New houses shall have a primary front elevation that is
sited at any distance hetween the front elevations of the
two adjacent contributing buildings.
New houses shall maintain a minimum five foot side yard
setback.
New houses shall maintain a minimum twenty foot rear
yard setback.
New houses shall not exceed 125% of the width of the
primary elevation of either adjacent contributing building.
New houses shall not exceed 125% of the volume of either
adjacent contributing structure
Exceptions: Any structure built to replace a contributing
structure may utilize the footprint of that structure if it falls
outside these limits.
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Siting and Lot Coverage for Additions and New Outbuildings
Holly Grove Character
Majority of garages and other outbuildings are
located behind the primary rear wall of the house.
Majority of additions to existing buildings are located
behind the primary rear wall of the house.'
H istory
Gareges were considered secondary structures and had simple utilitarian designs. Consequently, they
were placed away from the street so they would be less offensive.
Garages were small and meant to house only a car and a few tools; maximum size was usually fifteen
feet wide by twenty feet long, about thirty percent of the size of the house footprint.
Additions were placed on the rear historically, in part because there was more space behind the house,
but also because they usually consisted of a bedroom, bath, or kitchen expansion and these functions
were most often at the rear of the house.
Why these characteristics are important
3
The house, particularly the historic fa�ade, is the most significant portion of the buiiding and placing
additions or outbuildings near it disrupts the character of the street.
Sides of historic houses are also very visible from the street, so placing a garage or addition on the side
also disrupts that historic character and rhythm.
Modern codes require minimum side yard setbacks to help prevent fire from spreading from property
to property. These codes also require minimum rear yard setbacks to allow for placement of utilities.
Specifications
Lot coverage by buildings shall not exceed 50%
Additions to existing buildings:
a. Must be placed behind the primary rear elevation of the building. Porch faces are not to be
used in this calculation.
b. Shall maintain a minimum side yard setback of three feet.
c. Shall maintain a minimum rear yard setback of twenty feet; except for accessory structures,
which may be sited to within three feet of the rear property line.
d. Shall not exceed 50% of the volume of the existing structure.
e. Shall not exceed 50% of the footprint of the existing structure.
New garages and other accessory structures.
a. Shall be detached from the house.
b. Shall be placed behind the primary rear
elevation of the house.
c. Shall maintain a minimum rear and side yard
setback of three feet, except on corner lots
where the minimum side yard setback is ten
feet from the existing curb.
d. Shall not exceed 30% of the volume of the
existing residence.
e. Shall not exceed 30% of the footprint of the
existing residence.
Garages may have a zero side yard setback so long as it is constructed with one hour fire rated walls,
with no openings in the wall, and no overhang.
Roofs
Holly Grove Character
Majority of houses have a main side gable or front gable roof
with a steep slope (8/12 minimum).
Majority of garages have a front gabled roof with a shallower
pitch than the house.
Most roofing materials are small scale, either wood or composition shingie.
History
Front and side gabled roofs were the easiest to construct and the most cost effective use of materials.
Many of them had minimal overhangs.
Original roofing materials were often wood shingles because they were readily available. Over time
these were replaced with composition shingles.
Steep roofs allowed for functional space on a second floor without constructing exterior
walls.
Why these characteristics are important
Utilizing a steeply sloped front or side gable main roof is key to maintaining the pattern of the
neighborhood. Shed roofs (or other asymmetrical roofs) and shallower slopes disrupt this rhythm.
Steep roofs allow water to shed more quickly.
Small scale materials such as wood or composition shingles help to soften a large roof surface and
result in less of a visual impact.
Using metal panels would draw additional attention to the roof and cause it to visually overpower a
house.
Specifications
Additions to existing buildings shall have a minimum roof pitch of 8/12 or the pitch of the existing
building (not including porches or other additions), whichever is less.
Garages and new outbuildings shall have a minimum roof pitch of 4/12 or the pitch of the main roof of
the existing house, whichever is less. Garage roof pitch shall not exceed house roof pitch.
Garages shall be oriented with a front gable facing the street from which it is accessed by car.
New residential construction shall have a minimum roof pitch of 8/12 and shall be oriented with the
primary roof as a side gable.
Materials shall be cedar shake, cedar shingle, recycled shake, recycled shingle, or composite shingle.
Height
Holly Grove Character
Majority of houses in Holly Grove are 1-1/2 stories (85%).
No houses are full 2 stories.
All garages are 1 story.
There is a height relationship of the taller bUilding (house) nearest to the street
with the shorter building (garage) toward the cear of the lot, creating a taller
street wall.
i i
H istory
Historically, buildings in Europe were often constructed with a top fioor tucked under the roof, often to
avoid taxes that were based on the number of floors. This influenced various architectural styles.
In the 1920s, as more and more people moved to cities throughout much of the United States there
was a need for affordable houses for working people and their families.
Standardized construction methods and the need for housing made suburban residential development
prevalent.
High pitched roofs were an easy way to incorporate additional floor space while minimizing the
amount of material needed to build a house.
Functional outbuildings like garages were simple, and just large enough to contain an automobile.
Holly Grove is a product of these trends, with second floors incorporated into roofs, standardized
construction, and simple small garages.
Why these characteristics are important
There is such a high level of conformity in the patterns that allowing taller houses would clearly stand
out, disruptingthe streetscape.
Two full floors would alter the proportion of roof to wall for each building.
Taller garages would disrupt the relationship of house to garage and would disrupt the relationship of
having the taller building closest to the street.
Specifications
Additions to existing buildings shall not exceed the height of the existing structure to which it is
attached.
Garages and outbuildings shall not exceed 75% of the height of the adjacent house, nor 20 feet,
whichever is less.
For new residential construction the height shall not exceed 125% of the height of the tallest adjacent
contributing building nor shall it exceed one and one-half stories.
Windows
Holly Grove Character
Windows are primarily wood and double hung or
cesement.
Windows are inset into walls at least two inches.
Historic windows are oriented vertically, but often appear in pairs or triples to increase window size.
Original window muntins are true divided lights, not internal grids or applied external grids.
Window openings have exterior wood trim that is generally a minimum of four inches wide.
Windows for each floor line up together, generally at the top of the opening.
Windows occur on each side of a house, generally no more than twelve feet apart.
History
Windows were constructed of wood because it was readily available and easy to work with.
They were double hung and oriented vertically to allow for the 6est Iight in a room and for the greatest
efficiency in ventilation hot air would escape out the top and cooler air would flow in the bottom.
Windows were inset to decrease the potential for water infiltration and to allow space for the
operating mechanisms, usually ropes and pulleys.
Window muntins were originally used hecause it was more difficult to produce large sheets of glass.
Muntins allowed for easier transport of smaller panes and reduced the work required if a pane had to
be replaced.
Why these characteristics are important
Vertical window orientation and inset windows are
the two key components in identifying historic
houses. Changing the orientation and allowing
windows to be in the same plane as the wall
significantly alters the rhythm of facades in a
neighborhoad.
Windows that occur between floors also disrupt
the rhythm of facades in a neighborhood.
Modern glass production easily provides large
sheets of glass so new windows do not need
muntins. Consequently, purely decorative muntins
are not recommended for new construction or
additions.
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Replacement windows on historic buildings shall
match existing historic windows in material, size,
profile and light configuration.
New windows in new or modified openings shall be
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constructed of wood, aluminum-clad wood, or fiberglass clad wood. Metal windows are permissible if
documentation shows that the building was constructed with metal windows.
Window orientation shail be vertical. Windows shall be taller than they are wide, with a minimum
ratio vertically to horizontally of 1.5 to 1. If a wider opening is preferred, pairs of vertical windows shall
be used.
Window divisions, if utilized, shall be true divided lights.
Storm windows are permitted and should be the same and location of check rail as the underlying
window. Matte finished anodized or coated frames are permitted. "Mill aluminum" (shiny) windows
are prohi6ited.
Windows shall be surrounded by exterior trim on the top and sides, unless the building was originally
built without them. Window trim shall be at least 4-1/2" wide.
Windows shall.have a minimum depth from the finished exterior wall of two inches.
No newly constructed wall shall have a horizontal run of more than twelve feet without a window or
door apening.
Openings shall indicate floor levels and shall not occur between floors except where historically
accurate.
Front Entries
Holly Grove Character
Most houses have a projecting front entry,
either as a porch, covered stoop, or an
extension of an interior room.
These projected entries are elevated slightly above the front yard.
History
The front of a house is how visitors view a property, so owners have always
put more emphasis on these entries, essentially putting their best face
forward. The front entry usually consists of better materials and is more
highly designed than a rear entry.
Entries were elevated to further emphasize the importance of a house, but
also to minimize the potential for water infiltration into the house, to allow
for someone to survey the surrounding environment more easily, and to catch advantageous breezes.
Why these characteristics are important
A projecting front entry contributes to the social character of a neighborhood as well as the physical
character and provides owners with an opportunity to create a personalized face.
P,n elevated entry not only reinforces the pattern of the other houses in the neighborhood, but
continues to be a practical way to survey the area or get out of standing water or snow.
Specifications
Enclosure of primary front entries is prohibited.
Uncovered entries may be covered if the covering matches the architectural style and materials of the
buiiding.
a. Materials allowed include wood, composition shingie, stucco.
6. Materials not allowed include fibergiass or metal panels, prefabricated metal posts and
railings.
Enlargement of primary entries is allowed if the design is compatible with the existing structure.
New front entries shall face the primary street.•
New front entries shall have a projection that extends as a front gable from the primary fa�ade. This
may exist as a porch roof, a stoop rooflet, or an extension of the main body of the house.
New front entries shall 6e constructed with the finish floor elevation of the entryway at a minimum of
18" above the front yard.
Siding
Holly Grove's Original Character
Majority of buildings use small scale materials with a fine texture narrow
horizontal wood siding (60%), stucco (40%), or half-timbering.
Materials are proportional with the size of the building.
Wood siding has a reveal of less than six inches.
Replacement mineral fiber tiles used in the 1940s and 1950s are too large
in scale for the size of the 6uildings.
History
The materials used in Holly Grove were originally selected because of their
availability, scale, durability and ease of maintenance.
Smaller scale materials are less likely to show blemishes, and are more easily repaired when damaged.
Narrow horizontal wood siding was plentiful from lumber mills in the area, and could be easily cut to
fit, painted any color, and would last many decades if properly maintained.
Stucco, while generally considered a dry climate material, is composed of materials that were plentiful
locally, could fit any size surface, could 6e painted any color, and would last many decades if properly
maintained, even in Oregon.
Why these characteristics are important
Wood siding has superior qualities when considering availability, scale, durability, and ease of
maintenance. Narrow siding is proportional with all. structures in the neighborhood.
Horizontal vinyl and metal siding are not durable. While they may last, their paint finishes degrade
over time and they don't take new paint well. Vinyl, is susceptible to cracking or breaking over time.
Metal is susceptible to dents and deep scratches.
Replacement vinyl and metal siding does not match existing vinyl and metal siding, often resulting in
the need to replace entire sides of a building.
Fiber cement planks can be a reasonable alternative because of their durability and painta6ility. They
should be installed with a maximum six inch reveal and only with a smooth texture. False wood grain
does not replicate the character of real wood, as real milled siding has a smooth surface.
Modern stucco has superior qualities when considering availability, scale, durability, and ease of
maintenance.
New stucco panels are limited to a fixed size, have minimal relief, and have a repetitive pattern.
New stucco panels require control joints between panels, resulting in unsightly lines on the surface.
Specifications
Allowed Materials
Horizontal wood siding installed with a maximum six inch reveal.
Wood shingles are permitted only as a decorative component and shall not cover more than 30% of
the building exterior.
Stucco as a layered, troweled material. Manufactured stucco textured panels and exterior insulated
finish systems using foam as the base are not permitted.
Mineral fiber tiles are permitted where needed to replace existing damaged tiles. Owners with existing
tile systems are encouraged to remove them if an original underlying siding material exists on the
building.
Fiber cement planks installed with a maximum six inch reveal, and a smooth finish Only for new
construction or to replace non-original siding on existing buildings.
Half-timbering is permitted as a decorative component only and shall not cover more than 30% of the
building exterior. Half-timbering is composed of dimensional or finish lumber and stucco.
Fiber cement stucco panels are permitted as elements of half-timbering provided that joints in the
panels are covered by wood elements.
Brick is permitted if used as a foundation material or for chimney construction.
Prohibited Materials
Metal siding
Vinyl siding
Exterior insulated finish systems using foam as a base.
Fiber cement stucco panels are prohibited unless used as described above.
Textured fiber cement planks
Fences
Holly Grove Character
Very few front yard fences in the neighborhood.
The majority of side and rear yard fences are less than six feet
tall and are constructed of wood, metal, or chain link.
History
Front yard fences were rarely used in historic neighborhoods, except on grand houses on very large
lots.
Rear yards often did not have fences, but they hecame more common in the 1940s and 'SOs.
Rear yard fences were often relatively transparent, resulting in the ability to cast a watchful eye on the
rest of the neighborhood and to allow adequate light and ventilation to each rear yard.
Fences were generally constructed of wood slats, metal bars or chain link.
10
Why these characteristics are important
Enclosing a front yard with a fence disrupts the open street environment of the neighborhood.
Front yard fences potentially limit access to doors of parked cars, resulting in possi6le damage to a
fence and a tendency to park further out in the street.
Tall rear yard fences, and solid ones of brick or concrete, reduce the amount of light and air available
to the adjacent yard.
Specifications
Fences shall be placed behind the dominant front face of the residence.
Fences shall not exceed six feet in height.
Fences shall be constructed of wood, metal, chain link, or vegetation. Brick and concrete block are not
permitted as property line fences.
Driveways
Holiy Grove Character
Single straight driveways along one side of the property.
Constructed of poured concrete.
H istory
Single driveways were most common primarily because most families had only one car.
These driveways led directly from the street to the front of the garage.
Poured concrete was the most durable and cost effective material available.
Why these characteristics are important
Long straight driveways allow for multiple cars to be stacked without using street parking.
Concrete is still the most durable material with the least maintenance. It ages well and doesn't stand
out like colored pavers or 6rick.
Specifications
Driveways shali be accessed from the adjacent primary street.
Driveways shall be no more than ten feet wide.
Driveways shall not be placed in front of any front face of the house.
Driveways shall be constructed of only brush finished, poured concrete.
11
Sidewalks
Holly Grove Character
No public sidewalks parallel to the street.
Private sidewalks are relatively narrow.
No consistent rhythm of sidewalks, or material used.
History
Traffic within the neighborhood was relatively light, so public sidewalks were not needed when the
neighborhood was developed.
Location of private sidewalks likely resulted from the builder's preference, either connecting the entry
to the street or to the driveway.
Why these characteristics are important
Traffic within the neighborhood is still relatively light, and streets are narrow, so use of the streets for
pedestrians is acceptable.
Developing public sidewalks parallel to the street would intrude on the already limited size of front
yards and would decrease the buffer from public space to private.
Narrow private sidewalks are in scale with the existing architecture. Wider sidewalks would alter that
relationship.
Specifications
Sidewalks shall be no more than five feet wide.
Paint
Holly Grove Character
A wide range of paint colors were likely used historically, but most common were whites and yellows
for Colonial Revival and Ranch styles; warm earth tones for Arts and Crafts styles; and beiges, grays,
reds and greens for English Cottage styles.
History
Usually a house had no more than three colors; base, body, and trim.
Darker colors were generally used for the base so that it wouldn't show dirt from rain dripping into
flower beds.
Neutral colors were most common on the body of the house as it was the largest surFace and was less
likely to clash with the roof or the neighbor's house.
Brighter colors were most common for decorative trim and front doors.
Most brick was not intended to be painted as it acceleretes deterioration.
12
Why these characteristics are important
Paint is an important feature of a building; it protects the exterior finishes and it covers up damage or
repairs.
Because of the small scale of the neighborhood, simple palettes and three colors or less per property is
preferred.
Specifications
Previously unpainted brick shall not be painted.
III. Minor Alterations and Maintenance
An alteration may be considered minor when the result is to maintain or restore to the original historic
appearance while performing normal maintenance and repairs, such as:
A. Replacement of gutters and downspouts, or the addition of gutters and downspouts, using
materials that match those that were typically used on similar style tiuildings.
B. Repairing or providing a compati6le new foundation that does not result in raising or lowering the
building elevation.
C. Replacement of building material, when required due to deterioration, with building material that
matches the original material.
D. Repair and/or replacement of roof materials with the same kind of roof materials existing, or with
materials which are in character with those of the original roof.
E. Application of storm windows made with wood, bronze, or flat finished anodized aluminum, or
baked enamel frames which complement or match the color, detaii, and proportions of the
building and match the number of divisions of the underlying window.
F. Replacement of wood sashes with new wood sashes, or the addition of wood sashes, when such is
consistent with the original historic appearance.
G. Additions ot solar equipment which, when removed, do not destroy essential elements of the
building's character defining features may be aliowed if such equipment is not visible from the
public right-of-way. Solar panels may be located at the rear of the property following the
standards for TV satellite dishes of CDC 34.020(A)(3).
H. Accessory structures under 120 square feet and 10 feet in height (greenhouses, storage sheds,
Jacuzzis, spas, structures, gazebos, etc.) are exempt when they are located in the rear yard.
I. In-ground swimming pools are exempt in the rear yard.
J. Above-ground pools must 6e in the rear yard and adequately screened.
13
HISTORIC BARN It' EHABILITATION STANDARDS
Technical Paper No. 24
■�i 0(��� ���y Hisloric PrescrvaLian Pro,��,ram, Busviws Rclations mid Economic Dcvclopmcnt
400 Ycslcr Wm-, Suilc 51a [MJ: YES-EX-0S1U], ScnlQc, WA 98104, (206) 205-0700
TTY Rcla��: 7l 1
Introduction
The Secretary of the Inteiior's Standards for Rehabilitation (Department of I�rterior regulations,
36 CFR 67) pertau� to histoiic buddings of all materials, const�uction types, sizes, and occupancy
and encompass the exte�ior and the itrterior, related landscape teatures and the build'v�g's site and
envuonment as well as attached, adjacent, or related new constiuction. The Standards are to be
applied to specific rehabilitation projects in a reasonable manner, taking urto consideration
econonuc and technical Yeasibility. They are used in the evaluation ofKu�g County Landmarks,
and when grant liands are part of a project.
The Secretary of the Interior's
Standards for Rehabilitation..
and How They Might Impact
Historic Barns
1. A pro��erty shc:!/ 6e usedfor its histaric
�nrf[�ose or be placed i�e cz riew zese thcxz
retfutres nrinirna! chernge to the definiag
chczracreristics of the buildi�ig cuu� its site arut
eri virau�eerit.
2. The historic chcrracter of a pra[�erty sha/! 6e
retcziaed arul��reservecf The ��ei«ova! of
historic rrurterials or alteratiare of fecbures nru!
spaces that chcrrcuterize a property shaN be
avoided.
3. Tcrch pra��erty shcr!! be recogirized as a
��hysiurl reca�d of its time, place, crrrcf erse.
Chariges that create a false ser�se of historic;a(
cfe velo[�irrerti, such ets ac�dirtg coi jecterrczl
feattrres or architecturu! eleiree�rts fra�c other
buildi�egs, shca(! not be u�edertake�a.
1. It's best to continue to use bams for
agiicultural purposes, but if not, hy to find a
solution that uses the character ofthe spaces u�
the bam. They make great coimnunity meeting
places, spaces for ligl�t conshuction worl� etc.
2. This standard encourages retention of the
historic tabric of the buildu�g. Don't take
dovv�� that cupola, remove tl�ose inilking
stancl�ions, or sell the old siding to a picture
frame uiaker.
3. Don't add new thn�gs to bai7�s that appeai'
as if they were part of the historic build'uig.
Don't add a silo when there wasn't one, or add
new doors that came from an old European
barn, or a fancy cupola ifthe roofwas sunple
without cupolas.
a
Historic Barns the Secretary s Standards
Page 2
4. Most��ro��eriies change o ve` tlrne; those
chai�ges that hc:ve aalcdred hrs7orrc
sig�iifiarace iii thei�� owre right shcz!! be
retcrined aru! preserved
5. Disdi�ictive features, fi�iishes, ared
cores7ructio�a techr:i�lues or excro�r��les of
craftsina�tshlp thnt characlerzze a[�roper
s'ha!! be[�reserved.
6. Dcteriorated histaric fecztures sha!! be
rcperired rezRher thcz�e replacec� Where the
s'eve� of cfeteriorcrtiori re�iceir replaceateret
of a disti�uli ve feature, the rze�v fealure sha!!
rnaZch the old iie design, color, texterre, �ad
other visua! qua/nies �u1, where passrble,
rrraterials. Re��lacerrreitt of rrtisslitg featcrres
siicr!! be sia6stai�ticrted by dacazrneritcrry,
physiu7/, or pictoria! evide�tce.
7. Cheirrical or physica! treatinents, such ers
snndblas7i�tg, that cause dir`reage to his7oric
rr�alerials shcrl! rrot be usecl. The surface
clecrriiirg of strirctarres; if a��prapriate, sha!! be
tr�rdertakeii trsirtg the ge�itlest r��ecrns possib/e.
8. Sigrrtficanat carcheologiccr! resoarrces affectec�
by a pf•ojecz sha!! be pf•atecdect aju���reserved.
I, f such resources rrezrst be disiurbec� rrritigatian
inecrscrres shctl! be cutdertake�i.
9. New crdditions, e.rterior alterazia�rs, or
related neii� coitstrucliora shca!/�tot destroy
hlsTOric �riaterials thuY charactet�ize the
pro[�eriy. The rteti� rvark sha/1 be d�er
fi�oirt the v!d aird shal! be correE�crlible rvith the
Pncxssirig, size, scale, cutd aschitectural feate�res
to��rotect 1he histvric integrity of the��roperty
cuad its eirviroiuncrit.
10. Neiv additio�rs arrd ac/jace�et or relatec� r�ew
co��siructio�t shall be tvi�ertakert iji such cx
rncuueer thcrt if renwved i�e fihe future, the
esse�etica! fonre aru/ i�etegr'ity of fihe hisloric
pro��erty ajtd lts e�eviroirrreenx would be
�tiurpaired.
4. Additions built more than 40 years ago or
new mateiials may be considered historic.
Metal roo5ng that replaced wood shn�gles in
the 1940s is probably historic now.
5, Those hand-hewn timbers and pegged
wooden connections are important
characteristic of many barns. So are the
whitewashed areas that w8re used for nrilking.
6, Repair first if possible. This includes
windows, doors, shuctural components, siding,
and roofing. Ifit can't be repaned the
replacements need to be the same as the
originals... wood 1�indows for wood wu�dows,
6" sid'u�g for 6" sid'u�g, shn�gles tbr shnigles.
And if you don't lrnow what was there, hy to
find histoiic pi�otos or other evidence that
indicate wl�at the feature was like.
7. Sandblasting or power washing are not
good for wood sidu�g. It raises the grain of the
wood and encourages moisture retention. Low
pressure wash or hand scraping are tl�e best
solutions before repainting.
8. Chances are, working on the building itself
won't uncover archaeological resources, but if
digging a new foundatioii and socuetlw�g
unusual is uncovered, contact us!
9. It's importani to make sure the histo�ic barn
is still the n�ain tocus. If there is an addition, it
should be toward the rear or a less visible side
and should clearly look like an additioq not
conlused as part ofthe oiiginal barn. It
shouldn't visually or plrysically oveipower the
l�istoric shuchue but should use materials and
be of a sTyle that works with the original.
10. If additions are necessary, they should be
designed so that they can be taken down iii the
iuture if someone wants to restore the oiigu�al
building. If adding a room, don't remove all
the e�cterior siding, but leave it e?cposed withui
the new space.
Revised 11/07
I r
�1 I i RGVV' '�ER Page 1/ 1
C I T Y O F
TISHLAND DATE� �P.ONUMBER
20 E MAIN ST. 5/5/2011 10155
ASHLAND, OR 97520
(541)488-5300
VENDOR: 015984
JTS DESIGN, JASON TODD SCOTT DBA
101 W OLYMPIC PL, APT 301
SEATfLE, WA 98119
FOB Point:
Terms: Net
Req. Del. Data:
Special Inst:
THIS IS A REVISED PURCHASE ORDER
Revise and expand Ashland's existinq
Historic District Design Standards per
the detailed scope of work attached as
Exhibit C to the contract. Not to
exceed $10,000
Contract for Personal Services
Beginning date: 02/18/2011
Completion date: 08/15/2011
Insurance required/On file
Note: See PO 10154, Julie M. Koler
VENDOR COPY
sHiP To: Ashland Planning Department
(541) 488-5305
51 WINBURN WAY
ASHLAND, OR 97520
Req. No.:
Dept.:
conwct: Derek Severson
Confirming7 Y@S
10,000.00
ei�� ro: Account Payable rnx 0.00
20 EAST MAIN ST FREIGHT 0.00
541-552-2028 TOTAL 10,000.00
ASHLAND. OR 97520
u FOAtM #3
A request for a Purchase Order
REQUISITION
CIiY OF
�1SHLAND
Date of request: 3/21/2011
Required date for delivery: 8/15/201 I
Vendor Name J. Todd Scott, AIA
Address, City, State, Zip 1 01 W. Olympic Pace, Apt. 601, Seattle WA 98119
Contact Name Telephone Number 7o Scott-1-206-861-5422
E•Mail Toddscottl3@gmail.com
of
with the Secretary of the Interiors Standards for Rehabilitation and to provide greater intemal
consistency beriveen the Historic District Design Standards and Ashland's other codes and Site
Design and Use Standards. Includes development of a revised standards documenl with supporting
graphics and/or educational materials such as brochure or hand-out for adoption by the City of
Ashland, and attendance at 3-5 public meetings leading to the adoption of the revisions. The scope
of work is detailed in the consWtants or000sal. attached to the contract as Exhihit C_
Item
unis
of
Unik Price Total Cost
Perattached QUOTE
Project Number fE) 000201-999 Account Number 110.09.27.00.604100 Account Number
AccountNumber___-__•__-__- AccountNumber___-__-
'Expenditure must be charged to the appropriate account numbers (orthe (nancials fo reBect the actual expen�R res ac �afely. Attach exfia pages ifneeded.
By signing this requisdion form, I certi(y that fhe informafion provided above meets the City's public
upon request.
Employee Signature: hX��-'���'�'�� Department Head
Additional signatures (if applicable):
Funds appropriated for current fiscal year. ��l NO
Comments.
Finance Director
documentation can be provided
s/f�
Date
G: Flnance�ProcedureV�PlFormslForm #3 Requisitlon_JTS.doc Updated on: 5/312011