HomeMy WebLinkAbout2011-066 Contract - Julie Koler Contract for PERSONAL SERVICES Tess than $25,000
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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 ⅈlnoJ
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
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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.
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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
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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
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Most houses have a projecting front entry, a9 1_.
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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
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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
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Holly Grove Character
trot
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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