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HomeMy WebLinkAbout2011-066 Contract - Julie Koler Contract for PERSONAL SERVICES Tess than $25,000 L t CITY o F CONSULTANTS: J. Todd Scott, AIA and Julie M. Koler ASHLAND CONTACT: J. Todd Scott 20 East Main Street Ashland, Oregon 97520 ADDRESS: 101 W. Olympic Place, Apt. #601 Telephone: 541/488 -6002 Seattle, WA98119 Fax: 541/488 -5311 TELEPHONE: 206/861 -5422 DATE AGREEMENT PREPARED: 2/11/2011 E -MAIL: jtoddscott(ct�,hotmail.com julie:koler90jWgmail.com BEGINNING DATE: 2/18/2011 COMPLETION DATE: 8/15/2011 COMPENSATION: Not to exceed $12,000 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 between 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 educational materials such as brochure or hand -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 scope of work is detailed in the consultants' proposal, which is attached hereto as Exhibit C. ADDITIONAL TERMS: It is mutually understood that the budget for this project outlined in the attached proposal includes all travel related expenses for the consultant to attend a minimum of five meetings. Should the number of meetings 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 re_e to assume all liability and procure insurance on rental vehicles used while in Ashland for all meetings 'JTS .4(U( tv1K initial here). FINDINGS: 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 financial constraints provided; (5) the consultant's 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 required to be registered, licensed or bonded by the State of Oregon, are so registered, licensed and bonded. 4. Completion Date: Consultant shall start performing 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. Contract for Personal Services, Revised 07/28/2010, Page 1 of 6 14. Insurance. Consultant shall at its own expense provide the following insurance: a. Worker's Compensation insurance in compliance with ORS 656.017, which requires subject employers to provide Oregon workers' compensation coverage for all their subject workers b. Professional Liability 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 Liability 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 Liability 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 requiring rental car insurance. e. Notice of cancellation or change. 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 Consultant's services to be provided under this Contract. The consultant's 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 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 sign the certification attached hereto as Exhibit A and herein incorporated by reference. Contract for Personal Services, Revised 07/28/2010, Page 3 of 6 Consultant: �r City ofA hl arfd By L i B —i Signature Department Head ..LO-Le /c1 14 r Bill Molnar Print Name Print Name 2 /1$12 0(1 Title ate By A A Purchase Order No. d 0-4/ grature c Tom �c a— /to Print Name Title W -9 One copy of a W -9 is to be submitted with the signed contract. Contract for Personal Services, Revised 07/28/2010, Page 4 of 6 EXHIBIT A L 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: (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. 4 (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 i 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. P #1- I i Contra.to (Date) Contract for Personal Services, Revised 07/28/2010, Page 5 of 6 Commercial Certificate of Insurance (Ant FARMERS Agency Andrea Warren Name 1007 Marine Dr IssuO Dale (MM1DD/YY) 02/16/2011 •Aststoria, OR 97103 -5829 Address 503 325 -4410 This certificate is issued as a matter of information only and confers no rights upon the certificate holder. This certificate does not amend. extend or alter the St. 79 Dist 09 Agent 318 coverage afforded by the policies shown below. Companies Providing Covet age: Insured Company A Truck Insurance Exchange Todd SeOtt Letter Name DBA: JTS DESIGN company B Farmers Insurance Exchange tter 101 W Olympic PI #601 Company C Mid Century Insurance Company Address Seattle, WA 98119 Letter Le t ie rr D Coverages This is to certify that the policies of insurance listed below have been issued to the insured named above for the policy period indicated. Notwithstanding any requirement, term or condition of any contract or other document with respect to which this certificate may be issued or may pertain, the insurance afforded by the policies described herein is subject to all the terms, exclusions and conditions of such policies. Limits shown may have been reduced by paid claims. Co. T e of Insurance polic Number Policy Effective Policy Expiration Ltr. yp y Date (MM/DD/YY) Date (MM /DD/yy) Policy Limits C General Liability 604885309 02/18/2011 02/18/2012 General Aggregate 2,000,000 X Commercial General Products- Comp /OPS, Liability Aggregate 1,000,000 X Occurrence Version Advertising Injury 1,000,000 Contractual Incidental Each Occurrence 1,000,000 Only Fire Damage (Any one fire) 75,000 Owners Contractors Prot. Medical Expense (Any one person) 5,000 Automobile Liability Combined Single All Owned Commercial Limit Autos Bodily Injury Scheduled Autos person) Hired Autos i Bodily Injury Non -Owned Autos (Per accident) Garage Liability Property Damage Garage Aggregate Umbrella Liability Limit Workers' Compensation Statutory and Each Accident Disease Each Employee Employers' Liability Disease PoIlcyLimit Description of Operations /Vehicles/Restrictions /Special items: Location(s): 101 W Olympic P1 #601, Seattle, WA 98119 Endorsement (IF APPLICABLE, WIT i BE DELIVERED WITH POLICY). Certificate Holder Cancellation CITY OF ASHLAND ELECTED Should any of the above described policies be cancelled before the expiration date Name OFFICIALS,OFFICERS EMPLOYEES thereof, the issuing company will endeavor to mail 30 days written notice to the 20 E MAIN ST, certificate holder named to the left, b failure to mall such notice shall impose no Address ashland, OR 97520 ob n or liability of any kind up a company, its agents or representatives. o Flro ize∎ Representative 5a -2492 4-94 Copy Distribution: Service Center Copy and Agent's Copy II-01 1 Commercial Certificate of Insurance FARMERS FARMERS Agency Andrea warren Name 1007 Marine Dr Issue Date (MM/DD/YY) 04/08/2011 Astoria, OR 97103 -5829 Address 503 325 -4410 This certificate is issued as a matter of information only and confers no rights upon the certificate holder. This certificate does not amend, extend or alter the St 79 Dist. 09 A 31E coverage afforded by the policies shown below. Companies Providing Coverage: Insured .rulie Koler Le t mpany A Truck Insurance Exchange er Name DBA: KOLER AND ASSOCIATES Company B Farmers Insurance Exchange 603 33rd aye Letter company C Mid- Century Insurance Company Address seattle, WA 98122 Letter Company D Letter Coverages This is to certify that the policies of insurance listed below have been issued to the insured named above for the policy period indicated. Notwithstanding any requirement, term or condition of any contract or other document with respect to which this certificate may be issued or may pertain, the insurance afforded by the policies described herein is subject to all the terms, exclusions and conditions of such policies. Limits shown may have been reduced by paid claims. Co T e of Insurance Policy Effective Policy Expiration Policy L. YP Policy Number li Date (MM/DD/YY) Date (MM/DD/YY) Y Limits C General Liability 604999861 04/08/2011 04/08/2012 General Aggregate 2,000,000 X Commercial General Products- Comp /OPS Li Aggregate 1,000,000 X Occurrence Version Personal Advertising Injury 1,000,000 Contractual Incidental Each Occurrence 1,000,000 Only Fire Damage (Any one fire) 75,000 Owners Contractors Prot Medico] Expense (Any one person) 5,000 Automobile Liability Combined Single All Owned Commercial Limit Autos Bodily Injury Scheduled Autos I (Per person Hired Autos Bodily Injury Non -Owned Autos (Per accident) Garage Liability I Property Damage Garage Aggregate Umbrella Liability. Limit Workers' Compensation Statutory and Each Accident Employers' Liability Disease Each Employee Disease Policy Limit Description of OperationsNehic les/Restrictions/Special items: Location(s): 603 33rd ave, seattle WA 98122 Endorsement (IF APPLICABLE, WILL BE DELIVERED WITH POLICY). Certificate Holder Cancellation CITY OF ASHLAND ELECTED Should any of the above described policies be cancelled before the expiration date Name OFFICIALS,OFFICERS EMPLOYEE5 thereof, the issuing company will endeavor to mail 30 days written notice to the 20 E MAIN ST certificate holder named to the left, but failure to mail such notice shall impose no Address ASHLAND, OR 97520 obligation or liability of any kind upon the company, its agents or representatives Authorized Representative 56 -2492 4 -94 Copy Distribution: Service Center Copy and Agents Copy H -01 EXHIBIT C e= t. December 30, 2010 p q j Derek Severson, Associate Planner City of Ashland DEc a 0 2010 t/.' t: O�,y, derek.severson@ashland.or.us CU f n &ii;lnoJ o- ie J O±Ii o ot. qty Dear Mr. Severson, I am pleased to submit this proposal for your upcoming project, Historic District Design' Standards Revisions. My colleague, 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 status due to budget reductions at the county. 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; consequently we feel it would be difficult for you to find a team better suited to the project and with significantly 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 sections to zoning boards, planning commissions, and city councils; and developing easy -to- understand brochures for property owners and contractors. For this project, I will serve as the primary 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 Seattle, WA 98119 toddscottl3 @gmail.com 206.861.5422 PROPOSAL TO CITY OF ASHLAND FOR REVISIONS TO HISTORIC DISTRICT DESIGN STANDARDS Contact information: J. Todd Scott Julie M. Koler 101 W. Olympic Place 603 33 Avenue Apt. 601 Seattle, WA 98122 Seattle, WA 98119 206.999.2383 206.861.5422 julie.koler90 @gmail.com toddscott13@gmail.com Both Ms. Koler and Mr. Scott are sole proprietors working as a team for this project. Mr. Scott will serve as the primary contact. 11. Relevant Background and Experience: Both individuals meet the Secretary of the Interior's Historic Preservation Professional Qualifications Standards; Ms. Koler for architectural historian and Mr. Scott for historic architect (see attached resumes for specifics of education and experience). Mr. Scott is a preservation architect with more than 15 years experience in the field of building evaluation, restoration and rehabilitation. He served as the Main Street Architect for the State of Oklahoma and as Community Development 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 landmark 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 boards in a variety of cities around 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 implementation of public information and advocacy strategies, and from local ordinance development to preparation of National Register nominations. She has trained many budding landmarks commissioners, students, agency staff 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 programs in 18 of the Proposal to City of Ashland Historic District Design Standards 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 to individual cities throughout King County, Washington. Recent projects include (all were implemented by their respective jurisdictions): Waterfront Industrial 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 Barn Rehabilitation Standards, King County (adopted by Washington Heritage Barn Register Program) (Scott) III. Project Understanding: A. Review of current standards and potential revisions. The City of Ashland currently has a set of historic district standards that are adequate, but can be improved. These standards apply more to residential projects than commercial projects. In addition, these standards may or may not meet the Secretary of the Interior's Standards for Rehabilitation. The contractor will conduct a work session with the Ashland Historic Commission (AHC) to identify problem areas in Ashland's standards; to review standards from other jurisdictions; and to assess the adequacy of the adopted standards relative to the Secretary's Standards. The work session will include discussions of how best to convey the revisions and standards to property owners, contractors and architects. Based on this review, the contractor will prepare draft revisions to the existing standards for review and approval by AHC, along with potential educational materials for the public. B. Adoption of revisions. The contractor will present the revised standards to the Ashland Planning Commission (APC) for review and approval. Any substantive 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 presentation for fmal approval by APC (if needed), and presentation 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 dates commissions /councils) Phase I: Initial Work Session/Standards Review January March, 2011 Finalize contract and scope of work; research and prepare for initial work session; Conduct work session (including examples from other jurisdictions) 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 materials; Review with AHC and submit drafts to SHPO; Conduct initial meeting with APC. Phase III: Project completion and adoption July August, 2010 Finalize documents for official approval by AHC; Obtain SHPO concurrence; Prepare and make presentation to APC and Ashland City Council. V. Fee Schedule Billing rate for each individual is $75.00 per hour. Invoices will be submitted after each phase of the project, (March 31, June 30, August 31), payable within 30 days. Preliminary Estimate Mr. Scott: 80 hours $6000.00 Ms. Koler: 20 hours $1500.00 Travel (one person air, lodging, and car rental) $750.00 per trip x minimum 5 trips $375000 Miscellaneous (copies, office supplies): $300.00 ESTIMATED TOTAL: $11,550.00 (not to exceed $12,000) Proposal to City of Ashland Historic District Design Standards Revisions December 30, 2010 Page 3 of 4 VI. References Lauren McCroskey, Program Manager, Center of Expertise, Preservation of Historic Buildings and Structures, Army Corps of Engineers, Seattle District 206.764.3538 Charles Awalt, Historic Resources Advisory Committee West Linn chasawalt @hotmail.com John Goodenberger, Chair Oregon Advisory Committee on Historic Preservation 503.325.0209 Proposal to City of Ashland Historic District Design Standards Revisions December 30, 2010 Page 4 of 4 -i J. Todd Scott Resume y* -4 a; 101 W Olympic Pl., #601, Seattle, WA 98119 206.861.5422(c) 206.296.8636(w) f, r 7 jtoddscott_hotmail.com (9 ,r: t Education: M.Arch. (Historic Preservation, Urban Design), University of Oklahoma, 1993 Graduate, National Trust's Preservation Leadership 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, City of Astoria, July 2003 April 2007 Administered city's building, planning, and historic preservation departments. Completed a 100+ acre waterfront revitalization 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 boards 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 preparing annual meetings /conferences and assisting LOC staff with legislative proposals and hearings. Presenter, National Preservation Conference, 2003 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 Preservation 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 City 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 market rate apartments. Other Activities: Member, American Institute of Architects Member, Newport, Vermont R/UDAT, 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 City, 1995 -2001 References available on request. JULIE M. KOLER 603 33` Avenue Seattle, Washington 98122 206.999.2383 julie. koler90 @gmaiL 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 programs. She has also planned and supervised projects implementing requirements of Section 106 of the National Historic Preservation Act in conjunction with NEPA /SEPA, FHWA /DOT4(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 Associates, 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 Archaeological Services, 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 taxact 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 Specialist 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 architectural terms and styles. t EDUCATION M.A., Public History, 1982, Portland State University, Portland, Oregon (coursework completed). 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 built between 1920 and 1940. Most of these houses were built 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 t ve TMj Arts and Crafts and Ranch styles. The most common style in the neighborhood is the 1j English Cottage, followed by the Arts and Crafts. J +f' 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 IDE L r' the rear of the property where a small garage was usually located. Because the 'E.� English Cottage a 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. :4, The significance of the Holly Grove neighborhood comes from the sense of time and e place and connection with the past that the area provides. This distinct identity is a ,"1 "�r result not only of the historic architecture and the relationship of the properties to f V each other, but it is also the result of characteristics that are defined in today's terms E. ;Y as vital to a livable neighborhood including inviting streets for pedestrians, and easy Arts and Crafts r access to commercial areas. 11. 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 architectural features should be avoided. 2. Repair rather than replace. Deteriorated architectural features shall be 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 be placed in a new use that requires minimal change to the defining characteristics of the building and its site and environment. 2. The historic character of a property shall be retained and preserved. The removal of historic materials or alteration of features and spaces that characterize a property shall be avoided. 3. Each property shall be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or architectural elements from other buildings, shall not be undertaken. 1 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 other visual qualities and, where possible, materials. Replacement of missing features shall be substantiated by documentary, physical, or pictorial evidence. 7. Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest means possible. 8. Significant archeological resources affected by a project shall be protected and preserved. If such resources must be disturbed, mitigation measures shall be undertaken. 9. New additions, exterior alterations, or related new construction shall not destroy historic materials that characterize the property. The new work shall be differentiated from the old and shall be compatible with the massing, size, scale, and architectural features to protect the historic integrity of the property and its environment. 10. New additions and adjacent or related new construction shall be undertaken in such a manner that if removed in the future, the essential form and 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. History 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. 2 Specifications Lot coverage by buildings shall not exceed 50 1' !♦15foKUi New houses shall have a square or slightly elongated footprint, with the front elevation no wider than either side I. elevation. i I New houses shall have a primary front elevation that is I /,EC���� Ne--W sited at any distance between the front elevations of the j f two adjacent contributing buildings. f/ New houses shall maintain a minimum five foot side yard I N setback. ihy?oKw New houses shall maintain a minimum twenty foot rear yard setback. I New houses shall not exceed 125% of the width of the primary elevation of either adjacent contributing building. 1il5TofiL New houses shall not exceed 125% of the volume of either adjacent contributing structure I� Exceptions: Any structure built to replace a contributing cR°MT REAR. structure may utilize the footprint of that structure if it falls P. Prt gT g LE-V. pt outside these limits. Siting and Lot Coverage for Additions and New Outbuildings Holly Grove Character Majority of garages and other outbuildings are r IE a located behind the primary rear wall of the house. a Majority of additions to existing buildings are located j r! 7,, a EL f behind the primary rear wall of the house. a r a History ti s e ::a. Garages 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 facade, is the most significant portion of the building 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 G- elevation of the house. c. Shall maintain a minimum rear and side yard setback of three feet, except on corner lots Vx-"4 ROA where the minimum side yard setback is ten feet from the existing curb. lea d. Shall not exceed 30% of the volume of the PRiMhRY existing residence. ROATC C1r6 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 ,4 a 71y7 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' i/ pitch than the house. I 4 Most roofing materials are small scale, either wood or composition shingle. 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 additional 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 rhythrrl. 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 1,L a No houses are full 2 stories. All garages are 1 story. s 5roRY There is a height relationship of the taller building (house) nearest to the street with the shorter building (garage) toward the rear of the lot, creating a taller street wall. 8 BH $!8 5 2 sroRY History Historically, buildings in Europe were often constructed with a top floor 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, disrupting the 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 l e y V Windows are primarily wood and double hung or p casement. i i, 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. 6 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 best light 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 because 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 111 f �o4aLE. Nun4 Vertical window orientation and inset windows are j WiNnow the two key components in identifying historic rl `MyNT us houses. Changing the orientation and allowing windows to be in the same plane as the wall significantly alters the rhythm of facades in a 1-1 neighborhood. Windows that occur between floors also disrupt the rhythm of facades in a neighborhood. ys I Modern glass production easily provides large sheets of glass so new windows do not need J^ Not TM" muntins. Consequently, purely decorative muntins rots are not recommended for new construction or additions. Specifications r I Replacement windows on historic buildings shall match existing historic windows in material, size, profile and light configuration. ?AMC. VeKt(ALS NUT TN15 New windows in new or modified openings shall be 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 shall 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 size and location of check rail as the underlying window. Matte finished anodized or coated frames are permitted. "Mill aluminum" (shiny) windows are prohibited. 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. 7 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 opening. Openings shall indicate floor levels and shall not occur between floors except where historically accurate. Front Entries Holly Grove Character I x �t v� �T Most houses have a projecting front entry, a9 1_. HMI F °I either as a porch, covered stoop, or an i extension of an interior room. I�j�f� '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 S I i 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 s 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. An 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 building. a. Materials allowed include wood, composition shingle, stucco. b. Materials not allowed include fiberglass 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. 8 New front entries shall have a projection that extends as a front gable from the primary facade. This may exist as a porch roof, a stoop rooflet, or an extension of the main body of the house. New front entries shall be 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 _f horizontal wood siding (60 stucco (40 or half timbering. yti, 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 buildings. 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 be 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 paintability. 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. 9 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 Qr 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 it a ri v Holly rove Character t< Y Very few front yard fences in the neighborhood.c1 The majority of side and rear and fences are less than six feet 1 Y Y .1e, s4U y tall and are constructed of wood, metal, or chain link. z 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 became more common in the 1940s and `50s. 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 possible 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 a s 1 t Holly Grove Character trot r v' it Q1 utr P Single straight driveways along one side of the property. n Constructed of poured concrete. _1 History 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 brick. Specifications Driveways shall 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 •Sidewa Holly Grove Character No public sidewalks parallel to the street.?{ ui�llit. Private sidewalks are relatively narrow. l gi'I No consistent rhythm of sidewalks, or material used 1 History g _M. 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 accelerates deterioration. 12 W ?y 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 maybe 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 buildings. B. Repairing or providing a compatible 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, detail, 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 of solar equipment which, when removed, do not destroy essential elements of the building's character defining features may be allowed 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 be in the rear yard and adequately screened. 13 HISTORIC BARN REHABILITATION STANDARDS Technical .Paper No. 24 kg Kin g County Historic Prescrvalion Program, Business Relations and Economic Development 400 Ycslcr Way, Suite 510 [MS: YES -EX -0510], Seattle, WA 98109, (206) 205 -0700 TTY Relay. 711 Llltroduction The Secretary of the Interior's Standards for Rehabilitation (Department of Interior regulations, 36 CFR 67) pertain to historic buildings of all materials, construction types, sizes, and occupancy and encompass the exterior and the interior, related landscape features and the building's site and environment as well as attached, adjacent, or related new construction. The Standards are to be applied to specific rehabilitation projects in a reasonable manner, taking into consideration economic and technical feasibility. They are used in the evaluation of King County Landmarks, and when grant funds are part of a project. The Secretary of the Interior's and How They Might Impact Standards for Rehabilitation... Historic Barns 1. A property shall be used for its historic 1. It's best to continue to use bans for purpose or be placed in a new use that agricultural purposes, but if not, try to find a requires minimal change to the defining solution that uses the character of the spaces in characteristics of the building and its site and the barn. They make great community meeting environment• places, spaces for light construction work etc. 2. The historic character of aproperty shall be 2. This standard encourages retention of the retained and preserved. The removal of historic fabric of the building. Don't take historic materials or alteration of features and down that cupola, remove those milking spaces that characterize a properly shall be stanchions, or sell the old siding to a picture avoided. flame maker. 3. Each property shall be recognized as a 3. Don't add new things to bans that appear physical record of its time, place, and use. as if they were part of the historic building. Changes that create a false sense of historical Don't add a silo when there wasn't one, or add development, such as adding conjectural new doors that came from an old European features or architectural elements from other barn, or a fancy cupola if the roof was simple buildings, shall not be undertaken. without cupolas. Historic Barns the Secretary's Standards y Page 2 4. Most properties change over time; those 4. Additions built more than 40 years ago or changes that have acquired historic new materials may be considered historic. signifiaznce in their own right shall be Metal roofing that replaced wood shingles in retained and preserved. the 1940s is probably historic now. 5. Distinctive features, finishes, and 5. Those hand -hewn timbers and pegged construction techniques or examples of wooden connections are important craftsmanship that characterize a property characteristic of many barns. So are the shall be preserved, whitewashed areas that were used for milking. 6. Deteriorated historic features shall be 6. Repair first if possible. This includes repaired rather than replaced Where the windows, doors, structural components, siding, severity of deterioration requires replacement and rooting. If it can't be repaired the of a distinctive feature, the new feature shall replacements need to be the same as the match the old in design, color, texture, and originals... wood windows for wood windows, other visual qualities aril, where possible, 6" siding for 6" siding, shingles for shingles. materials. Replacement of missing features And if you don't know what was there, by to shall be substantiated by documentary, find historic photos or other evidence that physical, or pictorial evidence. indicate what the feature was like. 7. Chemical or physical treatments; such as 7. Sandblasting or power washing are not sandblasting, that cause damage to historic good for wood siding. It raises the grain of the materials shall not be used. The surface wood and encourages moisture retention. Low cleaning of structures, if appropriate, shall be pressure wash or hand scraping are the best undertaken using the gentlest means passible. solutions before repainting. 8. Significant archeological resources affected 8. Chances are, working on the building itself by a project shall be protected and preserved won't uncover archaeological resources, but if If such resources must be disturbed, mitigation digging a new foundation and something measures shall be undertaker:. unusual is uncovered, contact us! 9. New additions, exterior alterations, or 9. It's important to make sure the historic barn related new construction shall not destroy is still the main focus. If there is an addition, it historic materials that characterize the should be toward the rear or a less visible side property. The new work shall be differentiated .ff and should clearly look like an addition, not from the oldandsha /I be compatible with the contused as part of the original barn. It massing, size, scale, and architectural features shouldn't visually or physically overpower the to protect the historic integrity of the property historic structure but should use materials and and its environment. be of a style that works with the original. 10. New additions and adjacent or related new 10. If additions are necessary, they should be construction shall be undertaken in such a designed so that they can be taken down in the manner that if removed in the future, the suture if someone wants to restore the original essential form and integrity of the historic building. If adding a room, don't remove all property and its environment would be the exterior siding, but leave it exposed within unimpaired. the new space. Revised 11/07 Page 1 /1 CITY OF CITY RECORDER ASH LAND J t,;i`„DATE ::rit; NUMBER "r? Ira 20 E MAIN ST. 5/5/2011 10154 A SHLAND, OR 97520 (541) 488 -5300 VENDOR: 015985 SHIP TO: Ashland Planning Department KOLER, JULIE M. (541) 488 -5305 603 33RD AVENUE 51 WINBURN WAY SEATTLE, WA98122 ASHLAND, OR 97520 FOB Point: Req. No.: Terms: Net Dept.: Req. Del. Date: Contact: Derek Severson Special Inst: Confirming? Yes ¢.,Q'uanhty Unit K :1: Il. ir, °a 'Description i illnit Prlce l Ext:; Prlce. Revise and expand Ashland's existinq 2,000.00 Historic District Design Standards per the detailed scope of work attached as Exhibit C to the contract. Not to exceed $2,000 Contract for Personal Services Beginning date: 02/18/2011 Completion date: 08/15/2011 Insurance required /On file Note: See PO 10155, J. Todd Scott SUBTOTAL 2,000.00 BILL TO: Account Payable TAX 0.00 20 EAST MAIN ST FREIGHT 0.00 541 552 -2028 TOTAL 2,000.00 ASHLAND, OR 97520 _e dE ber AegounhNumber, `,.ProjeetPNum e .,Amountk `AecourifiNumber Project Number, E 110.09.27.00.60410C E 000201.999 2,000.00 r(i r i j VENDOR COPY Author '7d Signatur= dl CITY OF e 4 :93 A request e FORM for a Purchase Orde S AS H LAN ID REQUISITION Date of request: 3/21/2011 Required date for delivery: 8/15/2011 Vendor Name Julie M. Koler Address, City, State, Zip 603 33rd Ave., Seattle WA 98122 Contact Name Telephone Number Julie M. Koler 206 999 2383 E -Mail Julie.koler9U {a>gmail.com SOLICITATION PROCESS Exempt from Competitive Bidding Emergency Written Findings (Form attached) Invitation to Bid (Copies on file) Written findings attached Quote or Proposal attached Date approved by Council: Quote or Proposal attached Small Procurement Cooperative Procurement Less than $5,000 Request for Proposal (Copies'on file) State of Oregon Note: Total contract amount, including any Date approved by Council:_ Contract amendments may not exceed $6,000 State of Washington Intermediate Procurement Sole Source v. Contract GOODS 8 SERVICES Written Findings (Form attached) Other govemment agency contract $5,000 to $100,000 Quote or Proposal attached Agency (3) Written quotes attached Contract PERSONAL SERVICES Special Procurement Intergovernmental Agreement $5,000 to $75,000 Written Findings (Form attached) Agency Less than $35,000, by direct appointment Quote or Proposal attached Contract (3) Written proposals attached Date approved by Council:_ Date approved by Council: Description of SERVICES Total Cost Revise and expand Ashland's existing Historic District Design Standards to bring the standards in line r w tk 3 with the Secretary of the Interiors Standards for Rehabilitation and to provide greater internal t consistency between the Historic District Design Standards and Ashland's other codes and Site 't:` %`9t $,t to exceed: Design and Use Standards. Includes development of a revised standards document with supporting L ry 1 9 2;000`00 graphics and /or educational materials such as brochure or hand -out for adoption by the City of ay x- S- 4 a Ashland, and attendance at 3 -5 public meetings leading to the adoption of the revisions: The scope ,fg, r s t` of work is detailed in the consultants proposal, attached to the contract as Exhibit C. i wf. i`' �A t` Item Quantity Unit Description of MATERIALS Unit Price Total Cost El Per attached QUOTE Pr YCOST 2, d!i 5 Project Number (E) 000201-999 Account Number 110.09.27.00.604100 Account Number Account Number Account Number 'Expend#ure must be charged to the appropriate account numbers for the financials to reflect the actual expen Attach extra pages if needed. By signing this requisition form, I certify that the information provided above meets the City's public contracts g rq➢irT..nts n the ocumentation can ee provided upon request. Employee Signature: r i-0—�eti Department Head Sign. Additional signatures (if applicable): Funds appropriated for current fiscal year: NO s Finance Director Date Comments: G: FlnancelProcedurelAPWFormsfform #3- Requisition JMKAoc Updated on: 51312011