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HomeMy WebLinkAbout25 - Submissions - Historic Preservation and NCOD Design Guidelines Update 07 / 03 / 2025 Proposal City of Bozeman Historic Preservation Design Guidelines Update COVER LETTER | 1 Dear Sarah and Selection Committee, A&E Design is pleased to submit our qualifications for the City of Bozeman Historic Preservation Design Guidelines Updates project. We recognize the significance of this effort in shaping the future of Bozeman’s historic assets, and we are excited to support the City in refining its design guidelines to reflect both preservation best practices and the evolving character of the community. Our approach blends deep technical expertise with a local lens and a passion for heritage. We begin by immersing ourselves in Bozeman’s existing guidelines and conducting a walking and windshield survey of the Neighborhood Conservation Overlay District. From there, we develop clear and organized updates that align with the Secretary of the Interior’s Standards while thoughtfully addressing local conditions and community priorities. Through purposeful community engagement—including interviews, focus groups, and public presentations—we work to ensure the final guidelines are practical, inspiring, and community- owned. With decades of experience across Montana and a deep commitment to Bozeman’s future, our multidisciplinary team is ready to lead with both vision and care. We take pride in creating tools that are not only functional but meaningful—documents that help communities steward their past while designing for the next generation. We look forward to the opportunity to partner with you in shaping a preservation framework that reflects Bozeman’s values and ambitions. Sincerely, A&E Design BRAD DOLL AIA Principal 406.451.7310 bdoll@ae.design hello. July 3, 2025 Sarah Rosenberg, AICP Associate Planner / Historic Preservation Officer Community Development Department 20 East Olive St. Bozeman, MT 59771 406.582.2297 srosenberg@bozeman.net 2 | FIRM BACKGROUND A&E Design is an integrated design firm serving Montana and the Northwest with offices in Billings, Bozeman, Missoula, and Kalispell, Montana. Founded as A&E Architects, PC, in 1973, we have been dedicated to providing a fresh and innovative approach to architectural design for 50 years. We blend design disciplines to explore ideas that challenge convention. By fusing a myriad of creative talents, we use each distinct skill to shape a more dynamic end result. As a collection of innovators, we are united for a single purpose: to create impactful experiences for our clients. We offer architecture, interior design, historic preservation, landscape architecture, experiential graphic design, branding, and construction project management in one, comprehensive package. Together, we are a team of more than 80 diversely talented professionals with a strong commitment to client satisfaction, quality design, and improving the world around us. We don’t just provide a service – we develop creative solutions for all design challenges within any given project. who we are. EXPERIENCE | 3 our experience. At A&E Design, we recognize that historic preservation is more than just a set of standards or regulations and codes. It is more than just detailed planning, analysis, and innovative technology use. Preservation is a devotion to the past, restored through passion. This passion resonates with our historic preservation team, believing that historic buildings unify and give meaning to communities. A&E Design’s award-winning historic preservation team has collaborated on some of the country’s most significant historic preservation projects. Many of these received regional and national awards, earning us widespread recognition and esteem, including from the Wyoming State Historic Preservation Office and Montana Historical Society. We recognize the Code of the New West is to take pride in and maintain our properties, businesses, and communities as we do ourselves. That comes out in our passion for historic preservation, adaptive rehabilitation, and rehabilitation projects and especially those centered around synthesizing public policy, history, economics, and design. We at A&E Design consider historic preservation and rehabilitation a unique discipline whose relevance and urgency has increased as together we seek a sustainable future for people everywhere. Each project comes with its own pathology which we see as our challenge to resolve. From landmark National Park structures to community buildings, we have rehabilitated, adaptively rehabilitated, historically preserved, and renovated a wide range of building types and building conditions. We are experts in historic preservation and rehabilitation in addition to condition assessment reports, preliminary architectural reports, historic structure reports, feasibility studies, and master planning. Our collective resume includes over 700 projects and spans across 10 states. We have a long-term working relationship with the Montana State Historic Preservation Office and have experience in the type of work you seek. In the following pages, we will show you a collection of projects we feel demonstrate our experience in the work that you seek. 4 | EXPERIENCE Butte, Montana, was the first major city in the state and once the largest city west of the Mississippi. Here, the rise and fall of the Copper Kings took place and the country’s labor movement was born. Part of one of the largest landmark districts in the nation, the city outlined an Uptown Historic District. They launched efforts to preserve the area’s rich heritage and invited A&E Design to consult on these efforts. A&E Design collaborated with historic preservation officers, the historic commission and city leadership team, and civic groups to offer guidance. We aided in master planning for this urban mining area’s preservation, adaptive reuse, and new construction strategies going forward. This significant undertaking involved considering the district’s historic context and feedback from the community to develop design standards, guidelines, and processes that inform decision making. Uptown Butte Master Plan & Design Guidelines. BUTTE, MT EXPERIENCE | 5 On the National Registry of Historic Places is the downtown district of Kalispell, Montana. Although small in comparison to other historic districts, it is one of only a few registered in the Flathead Valley. The community strongly supported an initiative to preserve its heritage by maintaining the integrity of historic architecture. Ensuring new architecture introduced to the area complements existing historic structures, we partnered with the city to develop design references. Our historic preservation team created a guide for new construction, preservation, restoration, and adaptive reuse efforts in downtown Kalispell. Containing zoning considerations and guidance, the design standards we created received thorough public review before being adopted into zoning regulations. We then developed design guidelines as a supplemental resource for future development within the district. Historic Downtown Kalispell Design Guidelines. KALISPELL, MT 6 | EXPERIENCE A&E collaborated with the Montana Heritage Commission (MHC), in addition to the Town of Virginia City, Madison County, and the Montana History Foundation, to create a planning document for the future of state-owned historic treasures. The project posed a unique challenge: While the economic success of the area was directly linked to historic preservation and the amenities it offered as a tourist destination, the fragile area was limited in regards to how much development it could handle. A community masterplan was developed, setting direction for area improvements and illustrating which projects would improve the site for long- term benefits to Montana in respect to the limited resources available. In order to develop the plan, a diverse advisory group was formed representing the area’s community leaders, MHC staff and board, business owners, and the general public. The recommendations consisted of a series of site recommendations, building recommendations, and management recommendations to guide future preservation efforts, education program development, cultural tourism marketing, new facilities planning, and management decisions regarding land and buildings. Virginia City & Nevada City, Historic Site Development Plan. VIRGINIA CITY & NEVADA CITY, MT EXPERIENCE | 7 Following an in-depth analysis of the existing building, A&E Design, project stakeholders, Butte- Silver Bow Public Archives Board members, and the interested public conducted an all-day charrette of the archives. Based on the findings we developed several schematic plans incorporating comments presented at a second charrette. The conclusion of that process resulted in development of plans and elevations for a comprehensive adaptive reuse of the extant 1900 BFD Station No. 1 including the development of a state-of-the-art archival vault addition and building entry. The project included a grand lobby space to be used for BFD display and interpretation, and public gathering space. An elevator and accessible entry and stairs allow access to second floor patron areas and a public auditorium space. Butte-Silver Bow Public Archives. BUTTE, MT 8 | EXPERIENCE A&E Design completed a complex implementation plan to provide conceptual design options for the promenade of Missoula County Fairgrounds. The process followed two significant phases of work: planning and preparation, and requirements and design. The planning and preparation phase included the identification of stakeholders and project goals, in addition to the development of a schedule and timeline. The requirements and design phase consisted of scoping meetings, program analysis, and multiple presentations to the advisory committee. The implementation plan identified building removal and restoration projects, and short- and long-range site improvements. The design team produced several conceptual options with recommendations, supplemented by functional analysis and probable cost estimates. Numerous planning improvements were also identified for various Fairgrounds buildings, including the National Register listed Commercial Building and Culinary Building, as well as outdoor exhibit grounds, the existing ice sports arena, and carnival grounds infrastructure. The team has since provided restoration and adaptive reuse efforts toward the Commercial Building, Culinary Building, and Home Arts Building. Missoula Fairgrounds Implementation Plan. MISSOULA, MT EXPERIENCE | 9 list of selected experience. City of Bozeman, Midtown Urban Renewal District Bozeman, MT Daly Mansion Assessment and Restoration Hamilton, MT Historical Museum at Fort Missoula, Alien Detention Center Barracks Missoula, MT Historic Hotel Finlen PAR Butte, MT Lake General Store HSR Yellowstone National Park, WY Lake Old Boathouse Restoration Yellowstone National Park, WY Lake Hotel Condition Assessment and Renovation Yellowstone National Park, WY Lamar Buffalo Ranch Barn Rehabilitation Yellowstone National Park, WY Mammoth Hotel Renovation Yellowstone National Park, WY Missoula County Courthouse Missoula, MT Missoula County Fairgrounds Missoula, MT Montana State Capitol Renovation Helena, MT Mormon Row HSR Grand Teton Park, WY MSU, Athletics Master Plan Bozeman, MT MSU, Atkinson Quadrangle Exterior Renovations Bozeman, Montana MSU Innovation Campus Site Update Bozeman, MT MSU, Hamilton Hall Restoration & Renovation Bozeman, MT MSU, South Campus Facilities Master Plan Bozeman, MT Old Faithful In Restoration Yellowstone National Park, WY Roosevelt Lodge & Kitchen Restoration & Renovation Yellowstone National Park, WY Sandpiper Lodge Yellowstone National Park, WY UM, Main Hall Restoration Missoula, MT Warriors & Quite Waters Master Plan Bozeman, MT Wheeler Camp Condition Assessment Glacier National Park, MT Virginia City Historic Site Development Plan Virginia City, MT Yellowstone National Park Trailside Museum HSR Yellowstone National Park, WY We offer a strong blend of experience in historic preservation, community planning, and locally grounded design. Our portfolio includes both preservation-focused work and planning projects rooted in Bozeman and the surrounding region. This dual perspective allows us to balance technical rigor with a deep understanding of local context, ensuring updated guidelines that are clear, usable, aligned with community values, and consistent with the Secretary of the Interior’s Standards. 10 | OUR TEAM Brad, an architect and principal, champions a design philosophy rooted in collaboration and sense of place. A passionate problem-solver with an inclusive, participatory process, he centers stakeholder aspirations at every stage to deliver functional designs that reflect community identity. Specializing in schools, higher education, and civic facilities, Brad creates environments that foster learning, growth, and connection. His work demonstrates a deep commitment to uplifting individuals and communities through transformative spaces. BRAD DOLL AIA Principal-In-Charge EDUCATION Montana State University Master of Architecture Bachelor of Arts in Environmental Design REGISTRATION Architect: MT, WA, ND, MI NCARB AFFILIATIONS Montana AIA Association 4 Learning Environments (A4LE) Gallatin Valley YMCA Board of Directors Bozeman Area Chamber of Commerce, Architects & Engineers Committee Chair SELECT EXPERIENCE City of Bozeman, City Hall Renovation Bozeman, Montana City of Bozeman, Midtown Urban Renewal District Bozeman, Montana MSU Innovation Campus, Master Plan Bozeman, Montana MSU, South Campus Facilities Master Plan Bozeman, Montana MSU, Athletics Master Plan Bozeman, Montana Kalispell Public Schools, Long Range Facility Planning Kalispell, Montana Gallatin County • Sheriff's Office and Search & Rescue • Fairgrounds Building #4 • Farm Bureau Building, Renovation • Fairgrounds Multi-Purpose Building Bozeman, Montana Belgrade School District, Master Plan & Pre-Bond Planning Belgrade, Montana Bozeman Health, Various Projects Bozeman, Montana Big Sky School District, Master Plan & Pre-Bond Planning Big Sky, Montana OUR TEAM | 11 PAUL FILICETTI AIA Preservation Architect EDUCATION Montana State University Master of Arts in Historic Preservation University of Oregon Pacific Northwest Preservation Field School Goucher College Bachelor of Arts in Architecture REGISTRATION Architect: MT, CO NCARB AFFILIATIONS American Institute of Architects (AIA) Montana Chapter AIA National Trust for Historic Preservation Preserve Montana Missoula Historic Preservation Commission SELECT EXPERIENCE Uptown Butte Master Plan & Design Guidelines Butte, Montana Historic Downtown Kalispell Design Guidelines Kalispell, Montana Missoula County Fairgrounds • Implementation Plan • Commercial Building • Culinary Building • Concessions Building Missoula, Montana Missoula County Courthouse, Restoration & Renovation Missoula, Montana Montana State Capitol, Restoration & Renovation Helena, Montana John Engen Local Government Building Missoula, Montana Boone & Crockett Club, Facility Assessment, Roof Replacement, & Exterior Restoration Missoula, Montana Butte-Silver Bow Public Archives, Addition & Rehabilitation Butte, Montana Lake Yellowstone Hotel, Restoration & Renovation Yellowstone National Park, Wyoming Hamilton Town Hall / Fire Station & Bitterroot Public Library, Preliminary Architectural Report Hamilton, Montana With expertise across all phases of design and construction, Paul works closely with clients and stakeholders to preserve historic buildings while actively integrating them into modern life. By expertly aligning preservation practices with creative solutions, Paul ensures architectural heritage remains a vital, dynamic part of communities for generations to experience and enjoy. 12 | OUR TEAM Crystal leads the historic preservation studio with a clear focus on the "why" behind the work. Drawing from over 20 years of expertise, she believes that designs are most impactful when they reflect a project's history as well as its contemporary significance. Crystal’s approach to leadership is collaborative, inclusive, and inquisitive, focusing on gathering feedback, building consensus, and moving forward with a unified vision. Her attention to detail and organizational strengths result in projects that serve clients’ needs, benefit, the community, and preserve cultural heritage for future generations. CRYSTAL HERZOG AIA Project Architect EDUCATION University of Idaho Master of Architecture Bachelor of Science in Architecture, with a Minor in Art REGISTRATION Architect: MT NCARB AFFILIATIONS American Institute of Architects (AIA) Montana Chapter AIA National Council of Architectural Registration Boards (NCARB) Missoula Art Museum, Member, Collection Committee, & Contemporary Collectors Circle Montana Historical Society Member Historical Museum at Fort Missoula Member Missoula Historic Preservation Commission Hellgate High School Soccer Coach Garden City Ballet Volunteer SELECT EXPERIENCE Uptown Butte Master Plan & Design Guidelines Butte, Montana Historic Downtown Kalispell Design Guidelines Kalispell, Montana Missoula County Fairgrounds • Implementation Plan • Commercial Building • Mid-Century Office Building • Home Arts Building Missoula, Montana Polson Fairgrounds, Implementation Plan Polson, Montana City of Missoula, Missoula Police Department, Facilities Planning Missoula, Montana John Engen Local Government Building Missoula, Montana Missoula County Courthouse, Restoration & Renovation Missoula, Montana Montana State Capitol Building, Renovation of Legislative Spaces Helena, Montana Hamilton Town Hall / Fire Station & Bitterroot Public Library, Preliminary Architectural Report Hamilton, Montana USFS, Fort Missoula Building 26 Renovation Missoula, Montana OUR TEAM | 13 With a background in historic preservation, Jared applies his design capabilities to implementing creative solutions to restore and preserve historic structures. His expertise in analyzing materials, researching spatial ethnography, and engaging with stakeholders helps ensure the success of any project. Detail-oriented and committed to quality, his passion for the protection of our architectural heritage is evident. JARED SCHMITZ Preservation Designer EDUCATION University of Maryland - College Park Master of Architecture Master of Historic Preservation University of Wisconsin - Milwaukee Bachelor of Science in Architectural Studies, AFFILIATIONS Preserve Historic Missoula, Member 2024 Montana History Conference, Speaker University of Maryland, Faculty Assistant SELECT EXPERIENCE VA Sheridan, Historical Survey Sheridan, Wyoming John Engen Local Government Building Missoula, Montana Hamilton Town Hall / Fire Station, Preliminary Architectural Report Hamilton, Montana Historic Rainbow Hotel, Development Plan Shelby, Montana Montana State Capitol Building, Renovation of Legislative Spaces Helena, Montana NPS, Wheeler Cabin Restoration Glacier National Park, Montana NPS, Fishing Bridge Visitor Center & Trailside Museum, Historic Structure Report Yellowstone National Park, Wyoming NPS, Mormon Row, Roy Chambers House, Restoration Grand Teton National Park, Wyoming USFS, Multnomah Falls Lodge, Restoration & Renovation Corbett, Oregon Powell County Courthouse, PER / ADA Assessment Deer Lodge, Montana NPS, Laurel Dorm, Rehabilitation & Reconfiguration Yellowstone National Park, Wyoming 14 | OUR TEAM With a background in documentation and a tenacious approach to problem-solving, Josie helps to restore and adapt structures so they remain deeply connected to the culture, fabric, and lived experiences of a community. Through careful research, active listening, and a sharp eye for detail, she refines design solutions that honor craftsmanship, strengthen cultural memory, and extend the sustainable life of each space. JOSIE O'MEARA Preservation Designer EDUCATION University of Washington Master of Architecture with a Certificate in Historic Preservation Montana State University Bachelor of Arts in Environmental Design AFFILIATIONS Preserve Historic Missoula, Board Member SELECT EXPERIENCE MSU, Atkinson Quadrangle, Exterior Renovations Bozeman, Montana Charter Oak Mill, Stabilization Helena National Forest, Montana Missoula County Courthouse Annex, N. Entry Modifications Missoula, Montana NPS, Heart Mountain Root Cellar Stabilization Heart Mountain, Wyoming NPS, Laurel Dorm, Restoration & Renovation Yellowstone National Park, Wyoming Ravalli County Fairgrounds, Accessible Restroom Hamilton, Montana Theorem Ranch Big Timber, Montana Waite House, Restoration Lewistown, Montana USFS, Multnomah Falls Lodge, Restoration & Renovation Corbett, Oregon Milwaukee Railroad Roundhouse, Restoration & Structural Repair Harlowton, Montana PROJECT APPROACH | 15 A&E Design’s Historic Preservation Studio will support The City of Bozeman in the comprehensive update of the City of Bozeman Guidelines for Historic Preservation and the Neighborhood Conservation Overlay District. Our efforts begin with a review of current preservation guidelines and a walking and windshield survey of the Neighborhood Conservation Overlay District. Throughout the project, our effort will be to assist the HPO and City staff with aligning current trends and best practices for historic preservation, new construction within a historic district, and historic preservation and new construction within transition areas between districts with The Secretary of the Interior’s Standards, the Landmark Project Phase 1 Report, local conditions, and community priorities. Our team will provide strategic guidance, targeted feedback, and tailored visual assets to support the HPO and City staff in updating Bozeman’s historic preservation design guidelines. By addressing the nuances of different building types and preservation contexts, we’ll help shape a comprehensive and forward-thinking framework. Through stakeholder interviews, customized presentations, and biweekly collaboration meetings, we’ll contribute text, graphics, and visual aids that reflect Bozeman’s evolving community character while honoring its historic roots. We anticipate the following effort. Task 1: Project Kickoff and Background Review • Participate in an on-site project kickoff meeting. • Conduct a walking and windshield survey of the NCOD. • Review existing guidelines, relevant code (BMC 38.340), the Landmark Project Phase 1 Report, and other relevant preservation documents. • Coordinate an initial Q&A meeting. • Outline proposed revisions, recommend changes, areas requiring clarification or enhancement, and identify areas requiring additional information or explanation. • Attend virtual, biweekly check-in meetings with the HPO and City staff. Deliverables: • Annotated outline • Walking and windshield survey summary and photography Schedule: 4 weeks / 32 hours our approach. 16 | PROJECT APPROACH Task 2: Community Engagement and Outreach • Assist in the development of actionable community engagement strategies. • Summarize The Secretary of the Interior’s Standards addressing local conditions and priorities. • Conduct interviews / focus group meetings with neighborhood representatives, preservation professionals, and members of the design and development community. • Assist in engagement activities to ensure broad community participation and input. • Develop and present a project overview to the HPAB and CD Board. • Attend virtually biweekly check-in meetings with the HPO and City staff. Deliverables: • Community engagement strategies • Project overview presentation Schedule: 6 weeks / 48 hours Task 3: Drafting Revised Guidelines • Assist in drafting updated guidelines, including language, usability, graphics and visual aids, and guidelines tailored to different building types and preservation contexts in relation to The Secretary of the Interior’s Standards, local conditions, and priorities. • Incorporate direction on both preservation and compatible new construction. • Align guidelines with updated code language from the Landmark Project. • Prepare a complete draft document for City staff and public review. • Attend virtually biweekly check-in meetings with the HPO and City staff. Deliverables: • Graphics and visual aids • Draft guidelines Schedule: 6 weeks / 40 hours our approach cont. PROJECT APPROACH | 17 Task 4: Public Review and Advisory Board and City Commission Input • Support the HPO in presentations and materials for HPAB, CD Board, and the City Commission. • Attend public meetings and workshops to present the draft guidelines and gather input. • Compile feedback from meetings and the public to make necessary adjustments to draft. • Attend virtual, biweekly check-in meetings with the HPO and City staff. Deliverables: • Support graphics and presentation materials • Meeting minutes Schedule: 6 weeks / 36 hours Task 5: Revisions and Final Guidelines Adoption • Revise guidelines based on input from staff, the public, advisory boards, and the City Commission. • Prepare final guidelines based on input for public distribution and final review by HPAB and CD Board. • Support the HPO and City staff in presentations. • Develop summaries of advisory board feedback as needed in preparation for City Commission review. • Participate in City Commission meeting for final adoption. • Make any final adjustments to the guidelines following the Commission's direction. • Attend virtual, biweekly check-in meetings with the HPO and City staff Deliverables: • Final design guidelines • Support graphics and presentation materials • Meeting minutes Schedule: 8 weeks / 32 hours 18 | FEE PROPOSAL fee proposal. 2025 Hourly Rates. Preservation Design (I&II) - Josie O'Meara $125 Preservation Design (II) - Jared Schmitz $130 Preservation Architect (IV) - Crystal Herzog $180 Senior Preservation Architect (V) - Paul Filicetti $195 Principal - Brad Doll $230 FEE. Historic Preservation Design Guidelines Update $28,080.00 Travel & Per Diem $1,920.00 If you have any questions about what you have read in this proposal, please don’t hesitate to reach out. We are all extremely excited to help make your vision become a reality. Thank you for this opportunity. FEE PROPOSAL | 19 thank you. What can we help you create? 515 W Aspen St., Suite 200A Bozeman, MT 59715 406.451.7310 www.ae.design