HomeMy WebLinkAbout18- RFP Submission - Review of NCOD Guidelines and Historic Preservation Program - Thomason & Associates lope
PROPOSAL TO
I _ BOZEMAN, MONTANA
o.Now
COMPREHENSIVE
REVIEW OF
NEIGHBORHOOD
' ' CONSERVATION OVERLAY
T DISTRICT, DESIGN
GUIDELINES AND
_4 I HISTORIC PRESERVATION
PROGRAM
.-r.
'M THOMASON AND ASSOCIATES
WITH
THE WALKER COLLABORATIVE
THE WALKER
COLLABORATIVE
1 ' - MARCH 2O18
Table of Contents
I. Project Summary 1
II. Company Description/Capability 3
III. Project Team 6
IV. References 9
V. Outline of Services 11
VI. Proposed Schedule 15
VII. Project Schedule 15
NCOD Update, Bozeman, Montana
I. PROJECT SUMMARY
Bozeman, Montana has gained a national reputation for its quality of life and dedication to the
preservation of its historic resources. In order to protect and preserve its architectural heritage
the Neighborhood Conservation Overlay District (NCOD) was established by the city
government in 1991 to prioritize conservation of neighborhood character and the preservation of
historic properties. Development within the NCOD goes through a Certificate of Appropriateness
(COA) process which is based on the Bozeman Design Guidelines for Historic Preservation &
Neighborhood Conservation. This document provides guidance for appropriate rehabilitation,
new construction and demolition within the Historic Districts based on the Secretary of the
Interior Standards for Rehabilitation.
Bozeman is currently experiencing rapid growth and development within its downtown
commercial area and historic neighborhoods. This growth has prompted the need for a
reevaluation of the city's current NCOD, design guidelines and overall historic preservation
program. Questions facing the city government and its residents include:
- How can historic resources best be preserved and maintained within the current COA
and design guideline process?
- How can affordable housing be encouraged despite increasing building costs and house
prices?
- What is the desired density in historic neighborhoods and how can ancillary buildings
best be accommodated?
- Are the current design guidelines effective enough and is there ambiguous language that
needs to be resolved?
- What is the public sentiment towards historic preservation and how has this changed in
recent years?
- How is the historic preservation program administered and is it meeting the needs of its
constituents?
- How can "neighborhood character" and "neighborhood boundaries" be best defined and
interpreted?
These issues have prompted the City of Bozeman to seek a revaluation of its NCOD, design
review guidelines and overall historic preservation program. These are issues that our
consultant team has assisted communities across the country to reach consensus and workable
solutions.
The team of Thomason and Associates and The Walker Collaborative bring extensive
experience to this project. Our approach includes extensive public involvement. through
community meetings, day-long workshops, visioning sessions, and the use of on-line surveys.
We typically conduct day-long discussions where citizens can drop in throughout the day and
provide their input and opinions on community goals and objectives. It is important for the
citizens of Bozeman to mold and craft the direction of future policies and processes and the
consultants have developed various approaches to create citizen "ownership" of the outcome.
The consultant team also places a strong emphasis on the economic benefits of historic
preservation and preservation's role in sustainability. Our approach highlights the financial
incentives available for rehabilitation and how preservation supports property values, resale
values, community investment and tourism. Through our work we are familiar with many "Best
Practices" across the country encouraging building rehabilitation and adaptive reuse. Thomason
1
NCOD Update, Bozeman, Montana
and Associates recently revised Oklahoma City's residential design guidelines from the
standpoint of sustainability and completed similar evaluations for Columbus, Ohio. This
experience will benefit the consultants as we review the Bozeman's design guidelines, the
available economic incentives and preservation's connectivity with community sustainability
efforts. Also, because The Walker Collaborative frequently prepares citywide comprehensive
plans, our team strongly ties preservation into broader planning policies.
Our approach to this project is to complete a final report which will heighten public awareness
and increase the preservation ethic of the city. This report will be designed to be easy to read
with ample illustrations. It will be written with realistic implementation goals and achievable time
frames. Our final report will be a comprehensive approach that reflects the vision of the citizens
of Bozeman and contains strategies and methods for successful implementation.
This project will be completed within a six month time frame with all deliverables submitted in
final form to the city by September of 2018.
2
NCOD Update, Bozeman, Montana
IL COMPANY DESCRIPTION/CAPABILITY
Thomason and Associates and The Walker Collaborative (Consultants) bring over seventy
years of combined historic preservation planning experience to this project. Formed in 1982,
Thomason and Associates is one of the oldest preservation planning firms in the country.
Principal Phil Thomason serves as a National Trust Advisor and is on the Board of Directors of
the National Alliance of Preservation Commissions, Preservation Action and the Kenner Manor
Neighborhood Association in Nashville. He has also served on the Boards of the Tennessee
Preservation Trust and Historic Nashville.
Phil Walker, Principal of The Walker Collaborative is a recognized expert in urban planning and
is the author of Downtown Planning for Smaller and Midsized Communities published by the
American Planning Association (APA) in 2010. Phil formed his company in 2002 and is a
frequent speaker at national conferences such as Main Street, the National Trust and the APA.
Together the two firms have completed projects for 29 State Historic Preservation Offices and
over two hundred municipalities across the country. We also have experience working with the
National Trust, National Heritage Areas, the National Park Service and many other federal
agencies. Our experience includes the following:
■ Specialization in Public Input and Certification in Conducting Public Visioning and
Charrettes
Soliciting public comments and opinions are integral to all of the preservation planning work we
undertake. Phil Walker is trained and certified to manage public charrettes by the National
Charrette Institute (NCI) and is also a member of the International Association for Public
Participation. Phil is often hired to lead visioning projects or to head that component as a sub-
consultant for broader projects.
■ Experience in the Creation and Review of Historic Preservation Programs and
Preparing and Revising Design Guideline Manuals
Both Phil Thomason and Phil Walker have written or revised dozens of historic preservation
ordinances, evaluated historic preservation programs and completed over eighty design
guideline manuals across the country. Design guidelines have been completed for a wide range
of cities including Salt Lake City, Little Rock, Olympia, Washington, and Franklin, Tennessee.
This experience provides familiarity with the issues involved in design review by Bozeman's
Historic Preservation Advisory Board.
■ Advocates of the Connection Between Historic Preservation and Sustainability
Phil Thomason worked with the Oklahoma City Historic Preservation Commission to rewrite
their design guidelines from the perspective of sustainability and "Green" justification. This
design review guideline project examined and presented economic data supporting retention of
original materials, the inherent energy efficiency of historic buildings and cost/benefit ratios of
rehabilitation versus replacement materials such as vinyl siding and windows. Design guidelines
prepared for Savannah, Tennessee, Aberdeen, North Carolina and other communities have
also been prepared with an emphasis on sustainability.
3
NCOD Update, Bozeman, Montana
■ Experience in the Public as Well as Private Sector
Phil Walker worked as the Director of City Planning in Natchez, Mississippi, the Executive
Director of the Pensacola Downtown Improvement Board (Business Improvement District) and
the part-time Interim Director of Clarksville's Two Rivers Company (Downtown and Riverfront
Revitalization Board). Phil also staffed the Preservation Commissions in Natchez and
Pensacola and brings this public sector experience to the project.
Current and recent clients of the Consultants include the following and illustrate our experience
and capacity to manage projects the scope and size of the Bozeman NCOD Update.
■ Georgetown, South Carolina Design Guidelines Revision and Update, 2018
Thomason and Associates and The Walker collaborative recently completed a
comprehensive review of the city's historic preservation program and an update to the
Board of Architectural Review's design guidelines. This effort included the addition of
sustainability information as well as recommendations for elevating buildings in this
coastal city's flood prone areas.
Contact: Jerry Miller, Chair Architectural Review Board
City of Georgetown
120 N. Fraser Street, Georgetown, SC 29440
704-281-2793
jmmmir@ bellsouth.net
■ Mooresville, North Carolina, Preservation Policies and Design Guidelines Update,
2017
This project included a review of the town's historic preservation program and an update
of its commercial and residential design review guidelines.
Contact: Tim Brown
Town Planner
413 N. Main Street, Mooresville, North Carolina 28815
704-799-8019
tbrown@ci.mooresville.nc.us
➢ Wisconsin Historical Society, Commercial and Homeowners On-Line Building
Rehabilitation Module, 2014
Thomason and Associates collaborated with Preservation Consultant Bob Yapp to write
over 200 articles for Wisconsin's historic building owners. These articles provide
information on preservation funding, rehabilitation techniques and the economic benefits
of historic preservation. This module is designed to be an interactive on-line resource for
historic building owners and includes many "how-to" and "do-it-yourself'
recommendations. The on-line manual is available for viewing on the WHS website.
Contact: Jim Draeger, Deputy SHPO, Wisconsin Historical Society
816 State Street, Madison, WI 53706
608-264-6511
iim.draeger@wisconsinhistory.org
4
NCOD Update, Bozeman, Montana
➢ Aberdeen, Washington Historic Preservation Plan, 2014
Thomason and Associates partnered with Brum and Associates to prepare a
comprehensive historic preservation plan for Aberdeen, Washington. The plan identified
areas eligible for National Register listing and the potential for tourism promotion. As part
of the project the consultants conducted a series of workshops on the economic benefits
of preservation, tax incentives and how to research historic buildings.
Contact: Lisa Scott, Community Development
200 E. Market St., Aberdeen, WA 98520
(360) 537-3238
lscott@aberdeenwa.gov
➢ MacArthur Park Infill Design Guidelines, Little Rock, Arkansas, 2014
Although the City of Little Rock has multiple National Register Historic Districts, it has
only one locally designated historic district - MacArthur Park. Featuring residential and
commercial, the district had been degraded in recent years by incompatible residential
infill that was controversially approved by the City. To resolve the issue, The Walker
Collaborative was hired by the City, working with Thomason and Associates as sub-
consultants, to first gather stakeholder input and then draft infill guidelines to supplement
the existing guidelines.
Contact: Brian Minyard, AICP - Planner II
500 West Markham Street, Little Rock, AR 72201
(501) 371-4789
bminyard @ littlerock.org
■ Preserve PGH: The Pittsburgh, Pennsylvania Cultural Heritage Plan, 2012
Thomason and Associates and The Walker Collaborative were the preservation sub-
consultants to T&B Planning in the creation of a historic preservation plan for the City of
Pittsburgh completed in 2012. For this project the two firms provided an analysis of the
current state of the city's historic resources and policies and recommendations for future
preservation actions.
Contact: Dolores Hanna, Department of Planning
200 Ross Street, Fourth Floor, Pittsburgh, PA 15219
(412) 255-2200
Dolores.hanna@pittsburg_hpa.gov
➢ Beaufort Form-Based Code Analysis & Strategy, Beaufort, South Carolina, 2009
In 2009, the City of Beaufort adopted a Comprehensive Plan that set the stage for a new
approach to zoning: a form-based code. While the proposed new code would address
design issues more explicitly than the existing conventional zoning, the historic
preservation community was concerned that the new code might negatively impact
historic resources since the new code would replace the existing historic zoning. The
Walker Collaborative was hired by the Historic Beaufort Foundation to perform a
thorough review of existing resources and relevant public policies, as well as a detailed
analysis of the proposed draft form-based code. TWC's efforts succeeded in positively
altering how the new code would be applied to the community's historic downtown and
residential districts, thereby retaining their existing historic zoning.
Contact: Conway Ivy, Chairman Historic Beaufort Foundation
801 Bay Street, Beaufort, SC 29902
(843) 379-3331
cgivyl@qmail.com
5
NCOD Update, Bozeman, Montana
III. PROJECT TEAM
A. Project Team Members and Relevant Experience
Project Director— Phil Thomason, Principal, Thomason and Associates
Planning Consultant— Phil Walker, The Walker Collaborative
Phil Thomason, Principal of Thomason and Associates
• Author of design guidelines for historic downtown districts in dozens of cities including
Salt Lake City, Nashville, Madison, Indiana, Olympia, Washington and Jackson,
Mississippi.
• Preparer of the Oklahoma City "Green" Guidelines for Oklahoma City. This project was
featured in the National Alliance of Preservation Commissions Newsletter, the Alliance
Review, in the September-October, 2011 issue and the National Trust's Forum Journal,
Summer 2012.
• Speaker and lecturer on design guidelines, sustainability and appropriate alternative
materials for historic buildings.
• Author of over sixty design guideline manuals for residential and commercial districts.
• Experience in training and speaking on historic preservation ordinances and Historic
Zoning.
• Meets the Secretary of the Interior's Standards for Archaeology and Historic
Preservation.
• Certified Small Business.
Qualifications - Thomason and Associates is an official Small Business concern and
operates as a Sole Proprietorship devoting itself exclusively to historic preservation planning
projects. It employs three full-time and one part-time preservation professionals, and has
associated relationships with landscape architecture companies, archaeologists, and historic
architects. Many projects are with repeat clients such as the National Park Service, US
Department of Energy, and numerous State Historic Preservation Offices and municipalities.
The firm's thirty-five years of experience has resulted in a high level of expertise and
accomplishment in meeting both expected and unexpected challenges.
The firm's principal, Phil Thomason, is a frequent speaker on issues regarding historic
preservation planning, architectural review, historic preservation ordinances, and the review
process. Phil has lectured on design guidelines and preservation planning issues at local and
statewide conferences throughout the country. Most recently, Mr. Thomason was a presenter at
the National Trust Conference in Indianapolis in November, 2013 and the National Alliance of
Preservation Commissions (NAPC) meeting in Philadelphia in July of 2014. Within the past
seven years Mr. Thomason has also presented sessions at the National Main Street
Conference, the Virginia Downtown Development Association and the Illinois Certified Local
Government Conference. Mr. Thomason is a frequent contributor to the National Alliance of
Preservation Commissions (NAPC) newsletter, The Alliance Review, and authored "Greening
Oklahoma City's Guidelines" in the September-October, 2011 issue. Mr. Thomason also
authored "Boomers on Main Street" which was the lead article in the September, 2007 issue of
the Main Street News by the National Trust.
Phil has worked with Historic Preservation Commissions and Boards of Architectural Review
across the country on issues regarding ordinances, procedures and design review. Workshops
and training sessions have been held in communities such as Barrington, Illinois, Spokane,
6
NCOD Update, Bozeman, Montana
Washington, and Decatur, Alabama. In recent years Phil has conducted a series of Historic
Zoning Commission workshops across Tennessee for the Tennessee Preservation Trust.
Included in these workshops was information on public relations, working with property owners,
and increasing support for commission operation and the design guideline process.
The firm has extensive experience in conducting historic resource surveys and a recent project
was a survey of Midcentury Modern houses in Knoxville. The project involved the development
of a historic context for the city from 1933 to 1966 and an evaluation of the city's suburbs and
architectural significance from this era. The firm has listed over 12,500 properties in the National
Register in states spanning Virginia to California.
On the local level, Phil serves as a Board Member of the Kenner Manor Neighborhood
Association in Nashville and spearheaded the effort to list the Kenner Manor Historic District in
the National Register. This early 20th century neighborhood contains over 150 Bungalow and
Tudor Revival dwellings. Phil is currently leading an effort to enact a Conservation Zoning
Overlay for the neighborhood.
Phil Walker, Principal of The Walker Collaborative
• Speaker and lecturer on urban planning, downtown revitalization, form-based codes,
design guidelines, sustainability and appropriate alternative materials for historic
buildings.
• Author of over twenty design guideline manuals for residential and commercial districts.
• Experience in training and speaking on historic preservation ordinances and Historic
Zoning.
• Meets the Secretary of the Interior's Standards for Archaeology and Historic
Preservation.
• Certified Small Business.
Qualifications - The Walker Collaborative (TWC) is the planning practice of Philip L. Walker,
AICP, who has over thirty years of experience with community planning and historic
preservation in both the public and private sectors. While TWC is versed in all general areas of
community planning, downtown and historic district planning are the primary focus, and
Principal Phil Walker has experience with communities of all sizes. Planning efforts led by Phil
for large and medium sized cities include the Uptown Memphis Comprehensive Plan, the
Nashville Gulch Master Plan and Music Row Plan, the Pittsburgh Cultural Heritage Plan,
Louisville's Park DuValle Plan, the St. Louis College Hill Neighborhood Plan, Philadelphia's
Germantown Revitalization Plan, and the Fort Worth Citywide Historic Preservation Plan.
Examples of projects led by Phil for smaller communities include: the Downtown Murray Master
Plan for Murray, Kentucky; the Downtown Historic District Comprehensive Plan for
Natchitoches, Louisiana; and the Old Coppell Master Plan for Coppell, Texas. In 2011, he
prepared design guidelines for rebuilding downtown Cullman, Alabama following a destructive
tornado. Phil's public sector experience consists of serving as the Executive Director of the
Downtown Improvement Board for Pensacola, Florida, and City Planning Director for Natchez,
Mississippi. He also recently finished a three-year part-time stint as the Interim Director of the
Two Rivers Company, Clarksville, Tennessee's new downtown and riverfront revitalization
entity. That role included a rewrite of the City's historic district design guidelines in collaboration
with Thomason and Associates.
7
NCOD Update, Bozeman, Montana
His private sector experience includes Associate positions with Hintz-Nelessen Associates in
Princeton, New Jersey, and Christopher Chadbourne and Associates in Cambridge,
Massachusetts. He also had his own firm, Community Planning & Research, Inc., based in
Nashville between 1995 and 1998. From 1998 to 2002 he served as the Director of Planning for
the Nashville office of Looney Ricks Kiss Architects (LRK). He has served as the Project
Manager for dozens of downtown and preservation planning projects throughout the country. He
has consulted to the National Main Street Center and numerous local Main Street programs,
and he is a frequent speaker at national and regional conferences, including those of the
American Planning Association, the National Main Street Center and the National Trust for
Historic Preservation. He authored the book Downtown Planning for Smaller & Midsize
Communities through the American Planning Association's Planners Press published in 2010.
Phil has been involved in the creation of numerous locally designated historic districts. In
addition to leading the creation of a Conservation Overlay district in his own National Register
designated neighborhood in Nashville, he has helped create many districts professionally. Not
only has he made specific recommendations for historic district designation in many of his
downtown plans, he has also critiqued or drafted historic zoning ordinances for communities
such as: St. Augustine, Florida; Natchez, Mississippi; Natchitoches, Louisiana; Ft. Worth,
Texas; Kingsport, Tennessee; Collierville, Tennessee; and Vicksburg, Mississippi. Either
through The Walker Collaborative or previous firms, Phil has drafted and/or revised design
guidelines for numerous historic districts and similar design review overlay districts.
Phil's education includes a bachelor's degree in historic preservation from Middle Tennessee
State University, a master's degree in urban and regional planning from the University of
Florida, and a master's degree in real estate development from Harvard University. He has
been a member of the American Institute of Certified Planners (AICP) since 1989, and he is
trained and certified to manage public charrettes by the National Charrette Institute (NCI). Phil
meets the Secretary of the Interior's Historic Preservation Professionals Qualifications.
B. Project Team Members and Responsibility
Name Firm Responsibility
Project Director Thomason Overall coordination and completion of the project,
Phil Thomason and conduct meetings and workshops, data gathering and
Associates point of contact for the City of Bozeman.
Planning Walker Contributing to the project on land use, zoning,
Consultant Collaborative community planning issues, conducting the public
Phil Walker visioning workshop.
Project Thomason Organization of data, research and report production.
Assistant and
Andra Martens Associates
The current and projected workload of the Consultant team allows both Phil Thomason and Phil
Walker to concentrate on the Bozeman NCOD project over the next six months. This project will
have the highest prioritization given its short, six-month schedule.
8
NCOD Update, Bozeman, Montana
IV. REFERENCES
Thomason and Associates
Mooresville, North Carolina, Preservation Policies and Design Guidelines Update
Contact: Tim Brown
Town Planner
413 N. Main Street, Mooresville, North Carolina 28815
704-799-8019
tbrown@ci.mooresville.nc.us
Population: 32,711
Summary: Started and completed in 2017, this project included a review of the town's historic
preservation program and an update of its design review guidelines.
Columbus, Ohio Preservation Policies and Design Guidelines Update
Contact: Randy Black
Formerly Historic Preservation Officer, City of Columbus
50 West Gay St., Columbus, Ohio, 43215-9030
615-645-6821
rfblack @ columbus.gov
Population: 860,090
Summary: This project was started and completed in 2014 and included a "best practices"
review of design guidelines, the completion of hand-out sheets, a review of appropriate
alternative materials and a Staff Approval matrix.
Wisconsin Historic Preservation Commission, On-Line Training and Homeowners
Module
Contact: Jim Draeger, Deputy SHPO, Wisconsin Historical Society 816 State Street, Madison,
W 153706
608-264-6511
jim.draeger@wisconsinhistory.org
Population: 252,511
Summary: Begun in 2009 and completed in 2010, the firm prepared over one hundred articles to
train Historic Preservation Commission members with preparing ordinances, overall operations
and historic building rehabilitation.
9
NCOD Update, Bozeman, Montana
The Walker Collaborative
Downtown Natchez Master Plan
Contact: Chesney Doyle - President
FOR Natchez, Inc., PO Box 329
Natchez, MS 39121
Ph. (404) 317-5524
chesnev@echoiDictures.com
Population: 15,792
Summary: This downtown master plan was begun in 2017 and completed in early 2018. The
Walker Collaborative led this effort which included extensive public meetings, community
visioning and proposals for revamping the city's codes and processes to encourage new
construction and building rehabilitation.
Muscle Shoals National Heritage Area Management Plan
Contact: Judy Sizemore, Special Projects Coordinator (former Director)
P.O. Box 5321, University of North Alabama, Florence, AL 35362
(256) 765-5028
Sizemore@una.edu
Population: N/A
Summary: This project started in 2013 and was completed in 2014. The Walker Collaborative
was the lead consultant responsible for creating a National Heritage Management Plan for a six-
county region of northwest Alabama. This effort provides an economic development plan based
on the region's historic resources and heritage tourism opportunities. Thomason and Associates
was a sub-consultant providing recommendations for interpretation of historic properties and
overall preservation planning. This project was completed in 2014.
Downtown Russellville Master Plan: Russellville, Arkansas & Five-Year Plan Update
Contact: Betsy McGuire, CMSM, Main Street Russellville - Executive Director
320 W. "C" Street at the Depot. Russellville, AR 72811
(479)967-1437
msrsvl @ centurytel.net
Population: 27,920
Summary: This project was begun and completed in 2017. After preparing an award-winning
master plan in 2012 that resulted in a substantial revitalization of the downtown, the Main Street
program and City hired The Walker Collaborative again for a five-year update in accordance
with the original plan.
10
NCOD Update, Bozeman, Montana
V. OUTLINE OF SERVICES
A. Project Approach
The goal of this project is to revise the NCOD to accommodate growth and development while
balancing the need for historic preservation and other community needs. The Consultants will
also provide recommendations to revise the Design Guidelines and COA process to simplify the
process of rehabilitation and redevelopment for property owners and developers and follow best
practices. The Consultants will review the existing NCOD, historic design guidelines and historic
preservation program of Bozeman. The consultants will utilize and review previous related
studies and reports. These will include, but not be limited to, the following:
- 2009 Bozeman Community Plan
- 2005 Bozeman Design Guidelines
- 2009 Downtown Bozeman Framework
- Bozeman Design Guidelines for Historic Preservation & Neighborhood Conservation Overlay
- 2015 Neighborhood Conservation Overlay District Report Final Report
- Other written public comments obtained during recent zoning amendments and related
ongoing planning efforts.
As part of this project the Consultants will interview stakeholders, policy makers and staff and
hold a series of public meetings and workshops to identify each area's strengths and
weaknesses and provide methods and approaches for improvements. The Final Report will
identify those areas of the historic preservation program that are working well and those which
require enhancement. The Final Report will contain implementation recommendations, a matrix
timetable and identification of the responsible party or organization. The Consultants will provide
justification for each recommendation and why they represent current "Best Practices" in historic
preservation and urban planning.
B. Scope of Services
Public Meetings. Workshop and Stakeholder Interviews
As part of the process of conducting the historic preservation review, the Consultants will
conduct three workshops with the City of Bozeman Community Development Staff, Historic
Preservation Advisory Board (HPAB) members, Neighborhood Coordinators and the Design
Review Board. The Consultants will also conduct three public meetings for historic property
owners, developers, contractors and other stakeholders. The intent of the workshops is to
discuss the current historic preservation programs and identify those areas which are achieving
the desired results and what areas could be strengthened or new programs enacted. These
meetings will also discuss current design review issues for residential and commercial buildings
and demolition standards. New materials available for historic building rehabilitation and their
appropriateness will be reviewed. Recent trends in design review for rehabilitation and infill
construction will also be presented. The workshops will provide an opportunity to review the
city's historic preservation programs in detail and reach consensus on how they are to be
addressed in the Final Report.
The public meetings are intended to discuss the purpose of the project, current and potential
historic preservation policies, zoning and codes issues, demolition and demolition alternatives
and the overall economic benefits of historic preservation to property owners. Several major
studies completed in recent years have compiled data on the positive effects of historic
designation on property values and residential and downtown revitalization across the country.
11
NCOD Update, Bozeman, Montana
The Consultants will present this information along with other available data. The Consultants
also propose, with the City's approval, posting an on-line survey via the city's website to assess
the community's sentiment and attitudes towards historic preservation and related planning
issues.
The initial steps of the project will be conducted during the first trip to Bozeman by the
Consultants. During this visit the Consultants will tour and review the historic resources of the
city and conduct the first workshop. The Community Development Staff will provide assistance
in the identification of stakeholders and promotion and coordination of the workshop and public
meeting. During this visit the Consultants will compile relevant data concerning the Bozeman
historic preservation program including the previously published studies and reports. The
Community Planning Staff and HPAB will recommend to the Consultants individuals to interview
concerning the design guidelines and their application. These may include builders, developers,
neighborhood leaders, and downtown merchants. The Community Planning Staff will provide
assistance in scheduling and logistics for four to five interview sessions with up to ten
stakeholders each.
Review of Preservation Policies, Codes and Processes
The Consultants will thoroughly review all relevant background information, public policies and
zoning relating to Bozeman's historic preservation program. This review will include the
following:
• Bozeman's zoning ordinance will be reviewed regarding issues of density, use and how
the current zoning either reinforces or negatively impacts historic resources.
Recommendations will be made to maintain or amend the zoning ordinance in keeping
with community goals.
• The Consultants will review the language and policies of the City's Neighborhood
Conservation Overlay District and Design Guidelines. These and other policies will be
reviewed to identify how effective they are for preserving and protecting historic
community character while allowing for compatible growth and development. These
programs will be reviewed along with "Best Practices" from other communities.
• The Consultants will review the current policies for survey and inventory programs for
the city's historic resources. This will include a review of previous survey and National
Register nomination efforts, and justification and prioritization of future work.
• The survey and inventory program review will also provide strategies for the assessment
of the city's suburban areas and mid-20th century architectural resources. Bozeman
experienced rapid growth between 1940 and 1970 and during these decades the
population grew from 8,665 to 18,670 residents. This resulted in the construction of
hundreds of new homes and the development of new subdivisions. The Consultants
have successfully developed approaches for the evaluation of resources from this period
such as recent projects for Midcentury architecture in Knoxville, Tennessee and Little
Rock, Arkansas.
• Issues around demolition will be examined including possible steps for preventing
demolition, demolition delays, and demolition by neglect provisions. This review will also
include alternatives to demolition such as stabilization and land bank programs.
• The Consultants will examine existing incentive programs for historic preservation and
their effectiveness. Successful programs in other communities will also be reviewed and
12
NCOD Update, Bozeman, Montana
the Consultants will develop strategies for additional programs to encourage historic
preservation.
• Infill development will be reviewed to determine compatibility in both residential and
commercial areas and the range of acceptable design, scale and massing. This will
include a discussion of impacts on adjacent historic buildings and areas.
• Existing outreach and public information programs will be reviewed as to their
effectiveness in educating the community on Bozeman's history and the benefits of
historic preservation.
• The Consultants will examine the issues regarding preservation strategies for
"contributing" versus "non-contributing" properties. Is the 50-year threshold sufficient for
most properties when evaluating significance?
• The Consultants will examine methods and strategies for marketing Bozeman's historic
and cultural sites as part of the growing heritage tourism industry in the country. This will
include an examination of regional sites and opportunities for networking or joint
marketing projects.
• The Consultants will review how the NCOD and related historic preservation issues
should be addressed in the upcoming Bozeman Comprehensive Plan update scheduled
for completion in the next two years. We will provide recommendations for how the city's
historic resources can be best integrated into this comprehensive planning effort.
The Consultant's review of the city's historic preservation policies, codes and processes will
also involve a series of tasks. The Consultants will provide specific targeted chapters on various
topics which will be merged into the Final Report at the end of the project. These will be
sequenced as follows:
Task 1: Work Plan Finalization and Project Kickoff (First Consultants Visit)
Task 2: Familiarization with Existing NCOD, design guidelines and historic preservation
program, first Workshop (First Consultants Visit)
Task 3: Community and Stakeholder Outreach, second Workshop, first Public Meeting (Second
Consultants Visit)
Task 4: Draft Recommendations Presented to the City, Third Workshop and Second Public
Meeting (Third Consultants Visit)
Task 5: Submittal of Draft Plan and City and Stakeholder Review
Task 6: Revisions to Draft Plan and Presentation at final Public Meeting and Commission
Presentation (Fourth Consultants Visit)
Task 7: Completion and Submittal of Final Plan
13
NCOD Update, Bozeman, Montana
C. List of Deliverables
❖ During the course of the project the Consultants will submit progress reports every other
week via e-mail or conference call outlining the recently performed work, upcoming
tasks, upcoming milestones, scope and schedule issues, and issues "To Be Aware OP'.
The intent of this communication is to not only keep the Community Planning staff
informed but also to refine and the final policies and processes proposed for the Final
Report.
❖ At the conclusion of the project the Consultants will produce a Final Report which will:
- Recommended alternatives to the current laws, regulations and physical boundaries of
the NCOD. Alternatives that include metrics to determine their success will be provided
when possible.
- Recommendations for revision and replacement of relevant Design Guidelines. The new
standards will be locally relevant, specific and easily interpreted by both staff and the
public. A thorough evaluation of the recently updated Secretary of the Interior's Historic
Preservation Standards and Guidelines will be provided.
- Recommendations for a restructured Historic Preservation Program that can function in
conjunction with or independently of the NCOD and continue to promote and preserve
the historic built environment of the City of Bozeman.
❖ The Final Report will be created using Publisher software and will be designed to be
visually attractive, user-friendly, and accessible to the general public. It will be highly
illustrative with photographs and drawings of the city's historic resources as well as
relevant examples of"Best Practices" from other communities.
❖ Two hard copies and one editable version of all preliminary and final drafts of reports
shall be provided to City of Bozeman. All documents shall be provided at least 30
working days prior to any public hearing or meetings with the City Commission or
Planning Board in an electronic format approved upon by the City. All work submitted
shall become property of the City of Bozeman. The Final Report will be submitted in both
Publisher software for editing as well as PDF format or another program as desired by
the City of Bozeman.
14
NCOD Update, Bozeman, Montana
VI. PROPOSED SCHEDULE
Notice to Proceed —Contract Awarded April, 2018
Task 1: Work Plan Finalization and Project April, 2018
Kickoff (First Consultants Visit)
Task 2: Familiarization with Existing NCOD, April, 2018
design guidelines and historic
preservation program, first
Workshop First Consultants Visit
Task 3: Community and Stakeholder May, 2018
Outreach, second Workshop, first
Public Meeting (Second Consultants
Visit)
Task 4: Draft Recommendations Presented June, 2018
to the City, Third Workshop and
Second Public Meeting (Third
Consultants Visit)
Task 5: Submittal of Draft Plan and City and July, 2018
Stakeholder Review
Task 6: Revisions to Draft Plan and August, 2018
Presentation at final Public Meeting
and Commission Presentation
(Fourth Consultants Visit)
Task 7: Completion and Submittal of Final September, 2018
Plan
VII. PROJECT SCHEDULE
The actual project schedule will be finalized during the negotiations of the professional services
agreement. It is the intent of the Consultant team tom complete this scope of work within a six
month schedule as outlined above. The actual dates and milestones can be flexible in
accordance with the request by the City of Bozeman.
15
MT City of Bozeman
BOZEMAN Request for Proposal
NCOD Update
Attachment 1 - Statement of Non-Discrimination
Thomason and Associates
lname of entity submitting) hereby affirms it will not discriminateon the
basis of race,color,religion,creed,sex,age, marital status, national origin,or because of actual or perceived sexual
orientation,gender identity or disability and acknowledges and understands the eventual contract will contain a
provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring
and treatments or proposer's employees and to all subcontracts.
Name and title of person authorized to sign on behalf ofsubmitter
January 2018 Attachment 1-Statement of Non-Discrimination 11