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HomeMy WebLinkAbout25 - Submissions - Historic Preservation and NCOD Design Guidelines Update (2)City of Bozeman, Montana Request for Proposals Bozeman Design Guidelines Update Closing: August 18, 2025 Submitted by: Planning 2 Preserve, LLC and Sarah Marsom COVER IMAGES: City of Bozeman GIS. All other images are created or captured by Jenny Wolfe or Sarah Marsom unless noted otherwise. Location: Planning 2 Preserve, LLC 707 E Cervantes Street Suite B-298 Pensacola, FL 32501 Contact: jennywolfe@planning2preserve.com 352.682.6982 Ms. Sarah Rosenberg, AICP August 15, 2025 c/o City of Bozeman 20 East Olive Street Bozeman, MT 59771 [via electronic mail to srosenberg@bozeman.net] RE: Design Guidelines Update for Historic Preservation and Neighborhood Conservation Overlay District Request for Proposals Dear Ms. Rosenberg, I am pleased to submit this letter of interest to provide consulting services for evaluating, revising, and updating the existing Historic Preservation Design Guidelines. As principal of Planning 2 Preserve, LLC (P2P), I bring 20 years of experience in local and national historic district regula- tions, spanning perspectives from local government, community advocacy, non-profit preserva- tion organizations, and private consultancy. I am excited to welcome Sarah Marsom to join the team. In combination, we have demonstrated proven ability to perform similar work for the City of Bozeman Landmarks project and will continue into Phase 2. Because of this, the Design Guidelines project can be seamlessly integrated and begin immediately. We anticipate active collaboration with City staff to meet local expectations and budgetary allowances. Through this approach, I am confident we can successfully develop user-friendly Design Guidelines informed by a community engagement program that improves efficiencies and addresses modern challenges for the Neighborhood Conservation Overlay District (NCOD). The City of Bozeman can expect to leverage our diverse experience as specialists with partic- ular knowledge in architectural and social history, historic preservation best practices, planning policies and implementation. In addition to my role as Historic Preservation Officer for the City of St. Augustine for over 10 years, I collaborated with the award-winning national firm Preserva- tion Design Partnership (PDP) to develop innovative preservation programs addressing design review best practices, demolition threats, climate change adaptation, environmental justice, and underrepresented histories. P2P is currently engaged to produce design guideline updates for the cities of Beloit, WI and Fort Smith, AR, that are currently underway. Budget information for these projects can be provided to help justify the estimated project cost. Thank you for considering P2P for this important project. Please feel free to contact me with any questions. Sincerely, Jenny Wolfe, AICP, President Planning 2 Preserve, LLC This page is intentionally left blank. TABLE OF CONTENTS 1. Expertise and Qualifications 1 2. Project Philosophy 9 3. Scope of Work 15 4. Project Timeline 17 5. Estimated Budget 19 6. Experience 21 This page is intentionally left blank. Page 1 Introduction Planning 2 Preserve, LLC (P2P) offers specialized expertise in historic preservation planning, featuring intuitive commu- nity engagement and adaptive strategies for changing envi- ronmental conditions. We provide comprehensive cultural resource management services with distinctive qualifica- tions in: • Preservation planning including local and national historic designations and design guidance for historic properties • Documentation of Victorian, post-WWII, and Civil Rights-era historic contexts • Mitigation strategies for flooding impacts on older and historic buildings to enhance community resiliency Jenny Wolfe, AICP, is the president and consulting principal of the firm demonstrating 20 years of professional expertise with local and state governments, non-profits, and private practice. She exceeds the Secretary of the Interior Profes- sional Qualification Standards for architectural history. Most importantly, she is experienced in administering design guidelines from both sides of the planning counter. Our methodology prioritizes the client community’s preser- vation ethic and shared values. While the firm can bring new ideas and apply tools common to the planning practice, we know that achieving a successful product requires local consensus. The expertise and related Bozeman work prod- ucts from Sarah Marsom during Phase 1 of the Landmark Program will greatly advance the Design Guidelines project more quickly and demonstrates the ability to implement an authentic community engagement program. Jenny Wolfe will bring a newer perspective that values the NCOD and historic districts while seeking to ease application of the Design Guidelines for property owners and design profes- sionals. As part of the team writing ordinance amendments that will implement the new Design Guidelines, she will also be able to seamlessly merge the two efforts for a smooth and efficient implementation strategy. EXPERTISE AND QUALIFICATIONS 1 What sets P2P apart is the ability to provide the City of Bozeman with the expertise from decades of experience with the dedication and attention of a small firm. This delivers personal attention by the firm principal to the Bozeman Design Guidelines update. Jenny managed the Historic Preservation Division in St. Augustine, FL for 10 years and completed many grant-funded preservation planning projects, public outreach events, and implemented the design review processes and ordinance updates. Page 2 1. Managing Change in Historic Districts • Exceeding the professional qualifications for Architec- tural History and Architecture as per the Secretary of the Interior’s Standards • Directing a local historic preservation and design review program for 10 years in a small city that is over 450 years old and attracts over 5 million visitors a year • Serving as staff liaison to a quasi-judicial board by providing applications for alterations based on compe- tent and substantial evidence in staff reports • Drafting updated ordinance language to prevent partial demolition and loss of historic integrity and imple- menting new design guidelines • Producing guideline documents that translates archi- tectural vocabulary into graphics and supporting descriptions following preservation best practices • Performing historic architectural surveys and docu- mentation in compliance with the National Park Service (NPS) Certified Local Government (CLG) program to identify unrecorded historic sites • Applying the requirements of the National Register of Historic Places to successfully nominate properties and encourage their preservation through design guidelines 2. Community Engagement • Practicing open community engagement activities with local partners and nationally recognized subject matter experts • Identifying successful strategies for accessible public outreach products for print and digital media consump- tion • Producing and analyzing custom designed public surveys using ArcGIS Survey 1-2-3 and other online survey platforms Historic buildings that the firm has studied include late 19th - early 20th century main streets, formal architecture as landmarks of government or other institutions, and residential styles from folk-Victorian to the post-WWII housing boom and mid-century modern movement. The firm principal has worked on multiple formats of design guideline projects in St. Augustine, FL; Jacksonville, FL; Chattanooga, TN; and Charleston, SC. P2P is currently under contract for similar work in Beloit, WI and Fort Smith, AR. Beyond design guidelines experience, there are three main categories of qualifications that translate directly to the scope of work necessary for this project: Jenny has designed and developed digital media surveys for historic preservation plans, design guidelines, and resiliency improvements in a diversity of communities. Above is an excerpt from a survey question related to roof alterations and levels of historic preservation review in Chattanooga, courtesy of Preservation Design Partnership. Once a significant amount of material is removed and/or the overall form is altered buildings can lose historic integrity. Jenny led a rigorous process to update the demolition review process to articulate partial demolition. Page 3 • Developing educational content, and leading presenta- tions and educational workshops for a statewide pres- ervation organization incorporating diverse social and cultural heritage resources • Facilitating public meetings and neighborhood work- shops to develop flood mitigation initiatives 3. Local Government Planning • Qualified as a certified planner with the American Planning Association with 12 years’ experience as a local government planner and 3 years’ experience as a private sector planning consultant • Served as city staff project lead to develop and imple- ment the St. Augustine Historic Preservation Master Plan and the Entry Corridor Design Standards, numerous survey updates, and national register nominations • Leader of statewide historic preservation non-profit for 10 years including programming for conferences, leading educational sessions for practitioners in preser- vation programs across the state of Florida Jenny earned statewide recognition from multiple admin- istrations of the Florida Secretary of State. These include the historic reha- bilitation of the 1898 Waterworks Building, Meldrim Cottage Relocation, Wayfinding Signage, and documents for preservation planning strate- gies. St. Augustine suffered significant flooding from Hurricanes Matthew and Irma for which Jenny is still consulted to lead architectural tours focusing on the balance of historic preservation and flood adaptation. • Facilitated public workshops and stakeholder meetings, and presentations to municipal leaders to amend and adopt goals, objectives, and design review policies in St. Augustine and West Palm Beach FL; Chattanooga, TN and Tredyffrin, PA • Participated in the St. Johns County local mitigation strategy team and emergency recovery efforts to address flooding and compatible design for historic properties • Successfully wrote and administered $1.8M grants across 11 different projects meeting local, state, and federal historic preservation requirements • Integrating preservation initiatives with other city agen- cies such as building and code enforcement, commu- nity redevelopment areas, public works improvements, and public relations Page 4 AICP # 34226 Exceeds qualifications in Architectural History for the Secretary of the Interior’s Standards Education University of Florida (UF) Master of Science in Architectural Studies, 2006 UF Bachelor of Arts, Political Science, 2001 Employment Preservation Design Partnership (PDP) Preservation Planning Specialist, 2021- 2024 Philadelphia, PA (remote) City of St. Augustine Historic Preservation Officer, 2011-2021 St. Augustine, FL Volunteer Service Florida Trust for Historic Preservation Board President, 2021-2023 Board of Trustees, 2014-Current Grant Manager, African- American Historical and Cultural Grant for Zion Missionary Baptist Church, 2020-2025 JENNY WOLFE, AICP President, Principal Consultant (Project Manager) Jenny Wolfe is a cultural resource advocate, earning her master’s degree from the University of Florida in historic preservation and spending 20 years in local government and non-profit preservation planning. During her ten years as the Historic Preservation Officer for the City of St. Augustine she managed the Historic Preservation Division including preservation planners and archaeologists. For the past three years before establishing her own business, she worked as the Preservation Planning Specialist for Preservation Design Partnership, a national firm based in Philadelphia recognized for architectural preservation, planning, and flood mitigation design in historic contexts. Since 2014, she has been on the Board of Trustees for the Florida Trust for Historic Preservation and served as Board President. By choosing Planning 2 Preserve, Bozeman gains the advantage of focused, personal- ized attention rather than being one client among many at a large firm with numerous existing contracts. We carefully limit our project load to ensure Jenny can deliver exceptional service to each community we serve. Additionally, Jenny brings valuable dual perspective to coordinating between local government, state historic preservation offices, grant managers, and the National Park Service. She: • Exceeds the professional qualifications for Architectural History as per the Secretary of the Interior’s Standards for Historic Preservation • Collaborated on historic preservation plans, resiliency guidance, and updates to design guidelines with a nationally acclaimed and award-winning firm across the southeast • Authored over 1,000 staff reports applying historic preservation and architectural design guidelines for alterations, new construction, and demolition projects • Conducted architectural inventories of more than 1,800 buildings, meeting state inven- tory and photography requirements • Secured and managed nearly $2M in preservation grants for historic rehabilitation, inventory, and education projects adhering to federal and state preservation laws • Co-developed three National Register of Historic Places designations • Performed planning services in current zoning and comprehensive planning for local government • Performed compliance review for new public and private improvements with local, state, and federal historic preservation laws • Served as Conference Committee Chair for Florida Trust for Historic Preservation to solicit, plan, and lead educational workshops in-person and on-line • Served as a speaker for over 25 historic or cultural resource management presen- tations including attendees of the National Alliance of Preservation Commissions, National Emergency Planning Administration, Florida Redevelopment Agency, Florida Department of Emergency Management, and Florida Trust for Historic Preservation • Utilizes Adobe and Microsoft suites, ArcGIS Pro, Survey123, StoryMaps Page 5 Selected Projects Bozeman Landmarks Project, Phase 2, Community Planning Collaborative/City of Bozeman, MT (current) Belle Grove Design Guidelines Update, City of Fort Smith, AR (current) Historic Preservation Ordinance and Design Guidelines Update, KendigKeast/City of Beloit, WI (current) Eastside Overlay Architectural Glossary, Community Planning Collaborative/City of Jack- sonville, FL (current) Historic Preservation Plan, City of Normandy, MO (current) Crescent City National Historic District Survey Update, Crescent City, FL (2025) Lightner Museum Save America’s Treasures Grant ($750,000) and Florida Special Category Grant ($1M), Lightner Museum, St. Augustine, FL (2025) Restoring a Century of Zion Missionary Baptist Church Grant Writer and Administrator ($500,000), Zion Missionary Baptist Church (2020-2025) Chattanooga Historic Guidelines, City of Chattanooga (draft - 2024)* Resilience Guidance for Charleston, Preservation Society of Charleston (2023-2024)* Climate Adaptation Strategies for Environmental Justice Communities, PA Department of Environmental Protection (2022-2023)* University of the South Campus Historic Preservation Plan, subcontractor to Sasaki Asso- ciates, Inc. (2023)* Preservation Initiatives for the Historic Northwest, City of West Palm Beach Community Redevelopment Agency (2022-2023)* Storm Guidance for Historic Properties and Communities in Florida, Florida Department of State (2021-2023)* Client Project Manager and/or Grant Writer, City of St. Augustine: • Flood Mitigation Design Guidance for Property Owners (2021) • Flood Mitigation and Historic Coquina Structures (2021) • Resilient Heritage in the Nation’s Oldest City (2020) • Historic Preservation Master Plan (2018) • Waterworks Rehabilitation (2016-2021) • Architectural Surveys (2015-2021) Blue underlined projects are hyperlinked to a publication when this file is viewed digitally.*Projects were undertaken as the Preservation Planning Specialist for Preservation Design Partnership, LLC, (PDP) under the direction of Dominique M. Hawkins, FAIA, LEED AP Chattanooga’s historic districts are unique from one another and feature high-style and vernacular housing types. (Photo by PDP) With PDP, Jenny studied historic residential and commercial areas in Charleston for resilience improve- ments. (Photo by PDP). Jenny is recognized as a statewide leader in addressing historic preser- vation and resiliency initiatives and recently addressed a symposium audience on building adaptations. Page 6 HERITAGE RESOURCE CONSULTANT HISTORIC PRESERVATIONIST ADVOCATE FOR WORKPLACE REFORM www.SarahMarsom.com : me@SarahMarsom.com WORK: 20 16/PRESEN T ORGANIZATIONAL PLANNING/DEVELOPMENT Northern Bedrock Historic Preservation Corps Fundraising Plan, Membership Program Development, Educational Workshops for Board and Staff (MN) IN PROGRESS Main Street Eureka Springs Youth Engagement Plan, Program Development, and Exhibition Development (AR) IN PROGRESS Out(sider) Preservation Initiative Planning and support service IN PROGRESS University of Colorado - Denver, Dana Crawford Preservation Program recruitment plan implementation, student success support services, funding identification, grant writing, and external relationship development ON GOING University of Colorado - Denver, Dana Crawford Preservation Program student recruitment plan research and development Cincinnati Preservation Association, strategic planning retreat facilitation, staff retreat, strategic plan creation, ongoing support services (OH) MARMIA strategic planning retreat facilitation, plan creation (MD) Historic City of Jefferson, strategic planning retreat facilitation and 18-24 month strategic plan creation; ongoing support services (MO) National Trust for Historic Preservation, focus group attendee recruitment/coordination for National Impact Agenda Milwaukee Preservation Alliance, strategic planning retreat facilitation, 12-18 month strategic plan creation, and limited term accountability support services (WI) Preservation Pittsburgh, strategic planning retreat facilitation and 12-18 month strategic plan creation (PA) Michigan Historic Preservation Network, MY Preservation - a targeted audience engagement initiative (MI) Recruitment services for vacant positions in the historic preservation field (WA, UT) EDUCATIONAL TOOLS Lead Community Engagement for Bozeman Historic Preservation Policy & Local Landmark Program (MT) IN PROGRESS Bartholomew County Libraries 125th Anniversary Storytelling Activities (IN) Florida Trust for Historic Preservation's Historic Preservation Toolkit Contributor (FL) Loveland Jewish Cemetery Interpretive Signage, created in partnership with Mulberry History Advisors (OH) National Alliance of Preservation Commissions, creating compelling and inclusive presentations resource guide for FORUM, 2022 Midwest Preservation Partners Network, coordination of virtual speakers for a two day private educational event for preservation professionals, 2021 Brick+ Beam, real estate discrimination/disenfranchisement series plan (MI) Downtown Angola, downtown interpretation signage strategy (IN) Bartholomew County Libraries/Columbus Area Arts Council, Cleo Rogers storytelling programming/art development and execution (IN) RECOGNITION PUBLICATIONS Preservation Action, 2022 Hero of the Year National Emerging Museum Professionals Network, 2021 Social Advocates Award National Council on Public History, 2021 Excellence in Consulting Honorable Mention Young Preservationists Association, 2020 Promise Award National Trust for Historic Preservation, 2018 Aspire Award National Trust for Historic Preservation, 2018 40 Under 40: People Saving Places Columbus Landmarks, 2017 Outstanding Group Award to Young Ohio Preservationists History @ Work, 2021 Crafting Herstory; #DismantlePreservation: Part 1; #DismantlePreservation: Part 2 Preservation Connecticut Quarterly Publication, 2021 Make Your Own Historical Marker Windows: Zine 3, 2020 Illustration: Stop Relying on Signs SavingPlaces.org, 2020 Considering the History Behind Your Polling Place Windows: Zine 2, 2019 Illustration: Lisska's Warning Preservation Leadership Forum, 2019 Heritage Conservation for All Ages Windows: Zine 1, 2018 A New Preservation Definition Historic Preservation: An Introduction to Its History, Principles, and Practice, 2018 Contributor to Third Edition Cemetery Maps Vol.2, 2023 St. Philips African American Graveyard Visual Non- Fiction Beyond Aesthetics and Exclusion: New Directions in Historic Preservation and Public History, Publishing Date TBA Co-Author of Give Cultural Heritage Workers Bread & Roses Belt Publishing's The Columbus Anthology, 2020 Essay: Tiny Jane's Perspective History @ Work, 2025 Give Public Historians Bread and Roses Page 7 EDUCATION RECENT VOLUNTEERING GALLERY SHOWS/EXHIBTIONS Dumbarton House, 2021-22 Featured in Power in Preservation Exhibit Columbus Museum of Art & Design, 2022 INPerspective, Medium: Five textile art pieces Accidentally Wes Anderson, 2022 Exploring X Heartland, Medium: Photograph National Council on Public History Conference Planning Advisor, 2025-Present Labor Task Force Member, 2024-Present Nominating Committee Member, 2022- 2025 Cochair 2023-2024 Chair 2024-2025 Conference Planning Committee Member, 2022- 2023 Pro-Bono Services for Estate Planning Related to the Jackson Home 2021- 2023 Colorado Preservation Conference Planning Committee Member, 2021, 2024, 2025 National Trust for Historic Preservation Conference Planning Committee Member, 2019-2020 FORUM Connect Engagement Committee Member, 2019 Rust Belt Coalition of Young Preservationists Co-Founder/Event Organizer, 2016- 2020 Heritage Ohio Board Member, 2015-2020 Young Ohio Preservationists Committee Founder/Chair, 2014-2020 Eastern Michigan University M.S. Historic Preservation Emphasis: Heritage Interpretation 2013 Northern Arizona University B.S. Parks and Recreation Management Emphasis:Education & Leadership Minor: Anthropology 2010 W ORK : 20 16/ PR ES E N T CONTD. GRANT REVIEW PANELIST National Trust for Historic Preservation, Telling the Full History City of Austin, Heritage Tourism (TX) FELLOWSHIPS Arizona Historical Society Research Fellowship for the Bess Prather Project (AZ) IN PERSON WORKSHOPS Henry Moore Birthday - Archival Cyanotypes Drop-In Workshop (IN) Destination Downtown, Storytelling Strategies (AR) Modern Phoenix, SewModern! (AZ) Craftivism: Advocacy & Letterpress (OH) Miami University, MakeHerSpace - Suffrage Inspired Banners (OH) Brick + Beam, Curio[sity] (MI) VIRTUAL WORKSHOPS Americorps, Inclusive Preservation Strategies. multiple years (MA) Dumbarton House, Be a Tiny Jane (D.C.) Preserve Toledo, Activating Archives (OH) Indiana Humanities and Decay Devils: We Aren't Placemaking - We're Place Activating (IN) The Matriots, Indiana Historical Society, Better Days 2020, Spoonflower, Columbus Area Arts Council, and Maryland Milestones: Crafting Herstory - Suffrage Inspired Banners (OH, IN, UT, MD) Columbus Museum of Art, Crafting A Voice #MyCMAStudio Youth Engagement TINY ACTIVIST PROJECT Concept creation, physical creation, and promotion of dolls and workshops to create awareness for the history of historic preservation/architecture. The ongoing project has done the following thus far: -Sold 500+ dolls to 5 continents, which has supported 20+ scholarships to attend PastForward and provided seed funding for Dismantle Preservation (2017-2020) -Raised $3,200 in <3 months for scholarships to attend the 2024 Latinos in Heritage Conservation's Congreso and Asian & Pacific Islander Americans in Historic Preservation's FORUM -Provided visual tools for events such as Jane's Walks and social media accounts for art museums DISMANTLE PRESERVATION Concept creation, organization, promotion, and event production for live events. This forward thinking educational event launched in 2020, has done the following since its inception: Leads an ongoing call to action for labor equity in the cultural resource field; ten national job boards have shifted standards to require compensation information and to not allow unpaid internships. Collaborated with the National Emerging Museum Professionals Network for museum job board advocacy. -Hosted three virtual un-conferences thus far with a total of 100+ presenters from the United States and Europe - students, grassroots activities, cultural heritage professionals, etc.; total engagement of 4,000+ registered participants -Established a Dismantle Preservation Discord Channel -Hosted in person "Learning Labs" beginning in 2022; Spring 2022 at Old Salem Museum & Gardens, Spring 2023 in Gary, Indiana, with the Decay Devils National Women's Hall of Fame, 2024 Co-Crafting Democracy Redux Old Salem Museum & Gardens, 2022 DONUT ERASE HISTORY - temporary installation Page 8 -Educate and advocate for historic preservation issues using online and print media, group presentations, tours, and workshops, while utilizing preservations current leading techniques and perspectives -Led the development and creation of a LGBTQ heritage initiative, which included creation of a tour, oral history collection, and production of a 10-minute documentary about the German Village historic district’s LGBTQ heritage. Projected included in the National Park Service's LGBTQ Heritage Theme Study -Created and executed comprehensive surveys of street and curb conditions to acquire funding from the City of Columbus for infrastructure repairs ($1million from Urban Infrastructure Recovery Funds). Curb material research and surveying led to City of Columbus’s New Materials committee passing sandstone as a usable material -Developed and executed sidewalk conditions survey to develop sidewalk repair incentive program and workshop programming utilizing volunteer labor to relay brick sidewalks -Led interpretive signage initiative, which included design, identification of locations for installation, story themes, city design review, and researched and wrote individual house plaques. -Project managed digitization of architectural history archives of neighborhood. Digitized collection led to the creation of an accessible online resource. -Served as liaison between the German Village Commission and German Village Society. Attending meeting, advocating for neighborhood preservation, and developing Commission meeting outreach strategies (web and social media). -Routinely interacted one-on-one with individuals to assist in understanding appropriate home repairs, historic district guidelines, and City of Columbus’s permitting processes -Managed $140,000+ sponsorship database, ensuring proper recognition on all event material. ADDITIONAL WORK EXPERIENCE AS AN INTERN Michigan Department of Transportation: Lansing, Michigan River Raisin National Battlefield Park: Monroe, Michigan Henry Ford Estate: Dearborn, Michigan Old Salem Museum & Gardens: Winston Salem, North Carolina Riordan Mansion State Historic Park: Flagstaff, Arizona ADDITIONAL INFORMATION Please reach out for additional information for any project referenced in this living document. Visit sarahmarsom.com for recent news, blogs, resources, and client testimonials. RESEARCH PROJECTS AND HISTORIC DESIGNATIONSNeighborhood Group, local historic district amendment (WI) Astra Studios, Jefferson Avenue Urban Development History (OH)Astra Studios, Vassor Village Neighborhood Context Statement (OH)Toledo Revival, assisted with the local and national designation of 445 10th Street Automobile Manufacturing (OH)Private Individual, Columbus Maennerchor Building History (OH)Private Individual, P.K. Parker House (OH) SUBCONTRACTOR WORKProvided assistance to varying degrees with the following projects in Ohio: Historic Tax Credits - Andrus Building, Dispatch Building, Hayden Buildings, Leveque Tower, Citizens Bank Building, 46 Park Avenue West, Columbus Electrical Works Historic Designation- Downtown Mansfield Historic District, German Village Historic District Amendment W ORK : 20 14/ 2016 GERMAN VILLAGE SOCIETY, COLUMBUS, OHIO HISTORIC PRESERVATION ADVOCATE ARCHITECTURAL CONSERVATION ASSISTANCE National Trust for Historic Preservation, easement inspections (OH, MI) Blind Eye Restoration, window restoration, plaster restoration, cleaning of decorative metal features, public art cleaning and wax treatments Private Corporation, architectural assessment and asset identification for salvage prior to demolition (PA, NC) Page 9 PROJECT PHILOSOPHY 2 By choosing the Planning 2 Preserve team, Bozeman will improve from efficiencies of this team’s involvement with the Bozeman Landmarks Project as well as on-going expertise informed by Bozeman’s unique heritage.S 6TH AVES 8TH AVE S 9TH AVEN 9TH AVEN 10TH AVE N 8TH AVEN 6T H AVE F ORAL LNER CK TAI LNMES 7TH AVES 7TH AVE N 7TH AVEMEADOWLNRIDGER VIEW TRAILER COURT TRPK BRI EWTRAILERCDGEROURTTRPKIVEDGERLEYLN HILLSIDE LN GRIFFIN DR NIKLESDR EVERGREENDR T L SN 5TH AVE GOLDAVE TRLRDGE E GRIFFIN DR AL DRUST IN BRIDGER DR OLD BUFFALO TRL Rowid ADDRESS DIR ROADNAME NAME 1 404 W MAIN Gallatin County High School 2 301 W MAIN Gallatin County Courthouse 3 220 W MAIN Holy Rosary Church Rectory 4 202 W MAIN Story Iron Works/Motor Co 5 26 S GRAND Bozeman Sheet Metal Works Cooper ParkCooper Park Bon TonBon Ton South TracyAvenueSouth Tracy Avenue South Tracy/South Black South Tracy/ South Black Main StMain St LindleyPlaceLindley Place NorthTracyAvenue North Tracy Avenue BozemanBreweryBozeman Brewery W MAIN ST N 7TH AVE W COLLEGE ST E MAIN S T HAGG E R T Y L N S 4TH AVES 5TH AVES W ILLSON AV E S CHURCH AVES GRAND AVE W STORY ST N 5 TH 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AVE MAPLE D R TRA ILER COURT TRPK E A V O C A D O S T E JUNIPER ST E HARRISON ST E BIRCH S T BRI W CLEVELAND ST B ONNERLN E CLEVELAND ST IVANAVE E LINCOLN ST E DICKERSON ST NTRAILERCOURTTRPK CHEQUAGON VILLAGE R DST W ASPEN ST E LINCOLN ST E OLIVE ST E ASPEN ST W BEALL ST N MONTANA AVE E CURTISS S T E OAK ST W CLEVELAND ST STRACYAVEN 8TH AVE E BABCOCK S T E SHORT ST 16THAVE S BO ZEMAN AVE LSON TRAILER COURT TRPK S ROUSE A V E S 3RD AVE S 12TH AVE NELSONTRAILE RCOURTTRPK E MASON ST E CURTISS ST W LINCOLN ST W VILLARD ST E PEACH ST W DICKERSON ST N ROUSE AVE S 13TH AVES 5TH AVE N 3 RD AVE DAVIS S T W SHORT ST W BABCOCK ST E ASPEN S T S 8TH AVES 3 RD AVES TRACY AVE W GARFIELD ST FRIDLEY ST E COTTONWOOD ST 99 88 77 66 55 4433 22 11 4545 4444 4343 4242 4141 4040 3939 3838 3737 3636 3535 3434 33333232 3131 3030 2929 2828 2727 2626 2525 2424 2323 2222 2121 2020 1919 18181717 1616 1515 1414 1313 1212 11111010 1,000 0 1,000500 Feet 35 716 S BLACK Kolble House 36 506 E BABCOCK Rouse House 37 209 S WALLACE Gallatin Valley Seed Co 38 107 S 4T H Bridger Arms Apartments 39 120 S BLACK Blackmore Apartments 40 35 N BOZEMAN Carnegie Library 41 35 N GRAND Ketterer Building 42 111 S GRAND Emerson School 43 308 S BOZEMAN Samuel Lewis House 44 8 W HARRISON Jack Bartlett House 45 125 W MAIN Charles Lundwall Building Legend Historic Districts Conservation Overlay Historic Places Schools Parcels Revised: 07/01/01Revised: 07/01/01 D R IRILL LA A G TTR R RR R R R RE E TTI IStory MillGILKE SON DRN VI LAGE T AILE COU TRPKRPKE COU TV W AILB DG6 24 W MENDENHALL Bozeman Armory 7 112 S GRAND Gifford House 8 120 S GRAND First Baptisit Church 9 113 S WILLSON Dokken Funeral Home 10 26 W BABCOCK First Presbyterian Church 11 6 W BABCOCK Bozeman YMCA 12 9 W OLIVE St. James Episcopal Church 13 427 E MAIN Hamill Apartments 14 424 E MAIN Litening Gas 15 502 W MENDENHALL Harris House 16 607 W LAMME Colburn House 17 122 W LAMME Brandenburg House 18 22 W LAMME Home 19 714 N TRACY Home 20 204 N BOZEMAN Spieth Houses 21 317 N BOZEMAN Krueger House 22 409 N BOZEMAN Beall Park Community Center 23 506 N BOZEMAN Johnson House 24 216 N CHURCH Newman House Story Mill25 224 N CHURCH Busch House RD 26 323 N CHURCH Vreeland House 27 510 N CHURCH Bohart House 28 216 N WALLACE Peterson House 29 700 N WALLACE MISCO Grain Elevator 30 205 S CHURCH Hamill House E OAK ST 31 818 S 8TH Home 32 801 S 7TH Panton House 33 420 W COLLEGE Hines House 34 221 W ARTHUR Graff Building City of Bozeman Historic Preservation Districts The City of Bozeman adopted a Neighborhood Conservation Overlay District (NCOD) in 1991, within which are designated National Register Historic Districts. All properties in the NCOD are under purview of the NCOD ordinance, currently being revised through the Bozemark Landmarks Project. (City of Bozeman) NThe 1891 Sanborn map overlaid on an aerial map indicates early site devel- opment patterns for including water features that may no longer be visible. (Image from City of Bozeman GIS) Design Guidelines Update Project Philosophy Historic preservation is a key part of Bozeman’s city planning. It not only saves old buildings but also fosters community identity, connects past and future, and ensures valued features are preserved for generations to come. True to this effort, the NCOD was established in 1991 and represents the city’s historic core, including 10 National Register districts and 46 individual properties. Changes or demolitions in the area require design review and compli- ance with the 2006 Design Guidelines (am. 2015) that aim to balance preservation with redevelopment. Almost 20 years has passed since the Design Guidelines were developed and as many communities are experiencing, their long- standing documents do not account for: • Material advancements that include modern, compat- ible, and sustainable options that exceed the qualities of past generations of aluminum and vinyl components • Environmental changes that can lead to mitigation activities like installation of alternate energy resources, building elevations in flood zones and other flood-re- lated improvements, and the increased need for shade and protection from extreme heat • Accountability for social or economic conditions to improve adaptive use and increased density in estab- lished neighborhoods and main streets • Inherent barriers present in the language and presen- tation of guidelines that speak more toward a design professional and not the average property owner or tenant. These are all key priorities of P2P’s practice when devel- oping new or updated design guidelines in any community. Our team understands that Bozeman is striving to incen- tivize voluntary preservation activities that promotes healthy living in an active and growing community. Sarah Marsom has been involved in Phase 1 and Phase 2 of the Bozeman Landmarks project and Jenny Wolfe is collaborating on the Phase 2 ordinance modifications related to the landmarks program, demolitions, and COA process. BOZEMAN GUIDELINES FOR HISTORIC PRESERVATION & THE NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT JANUARY 17, 2006 Page 10 Community Engagement and Outreach The team is composed of individuals who have supported the Bozeman Local Landmark Program code updates, which allows them to both utilize preexisting community research and lessons recently learned in how to engage with the community around conversations about preservation to help guide the engagement for the Bozeman Design Guidelines project. Engagement lead Sarah Marsom will approach engagement benchmarks detailed under Task 2 in the Bozeman Design Guidelines Update Request for Proposals in the following way: All communications materials will be created utilizing the Bozeman Local Landmark Program’s brand guideline recommendations, in an effort to continue building the program’s “brand awareness” in the community. The project team has experience working with diverse audiences from practicing design professionals, commercial tenants, non-profit agencies, public residents including residential tenants and property owners to understand different ways of attracting attention and participation. Raising Awareness Calendars reflect values, but our community members can only engage if/when they are aware of a project and under- stand how it connects with their life/priorities. The team will utilize a digital and physical approach to raise awareness for this city initiative. Page 11 Strategic Engagement Recognizing the City of Bozeman is in the midst of and is on the cusp of concluding multiple community projects, we want to strategically engage both City of Bozeman employees, engaged volunteers (advisory board members), and the general public utilizing a multi-prong approach in an effort to differentiate this project’s goals from the other efforts to ensure thoughtful commentary: • One-on-one conversations will occur with parties who have been preidentified as engaged individuals - City of Bozeman Staff, Advisory Board Members, Community Partners, Developers, Neighborhood Groups etc.. If more appropriate these in person or virtual conversations will be done as group conversa- tions. These conversations will be facilitated in closed settings to both collect valuable thoughts, but to help shape the public facing engagement elements. • Surveys will be distributed through the Engage Bozeman project page, as well as through targeted emails to all certificate of appropriateness applicants with an email on file from the past five years. The surveys will be sent to architects, contractors, and other identified individuals/organizations who are identified as interested parties in proposed Design Guidelines changes (ex: Downtown Bozeman Part- nership, Extreme History, etc.). Targeted emails are critical for hearing from those who will be most impacted by the proposed Design Guidelines. • Public Conversations in the form of virtual and/ or in person (by City of Bozeman staff) facilitated public conversations will occur with direct marketing through partners at neighborhood organizations within the NCOD and more generally through the Engage Bozeman webpage. These “fireside conver- sations” will be done in January, alongside the survey launch. Facilitated conversations will walk attendees through the survey, answer any questions they may have, and encourage submitting feedback through the form. The consultants will work with the City of Bozeman’s historic preservation staff to pre-record a “fireside conversation” for sharing on the project’s Engage Bozeman webpage for those who are unable to attend a facilitated conversation. • Preservation Month (May): Timing the public presentation of the Design Guideline draft with the successful Historic Preservation Advisory Board preservation month programming will maximize solic- itation of feedback from the general public. In addi- tion to presenting at the HPAB meeting the consul- tants will offer a more information public presentation at the Bozeman Public Library or Story Mansion to further collect feedback on the draft plan and raise awareness for the project. Both conversations will be marketed through partners at neighborhood organi- zations throughout the NCOD and within the larger cultural heritage community of Bozeman. • Physical handouts will be created for HPAB distribu- tion throughout preservation month that relate to the Design Guidelines and promote draft review. Focusing outreach efforts on raising awareness and strategic engagement, the consultants believe the initia- tive will be able to tactfully be able to solicit reflections and feedback to assist in the development of the new Bozeman Design Guidelines. 11 HISTORIC PRESERVATION POLICY & LOCAL LANDMARK PROJECT Phase 1 Recommendations Prepared for City of Bozeman, MT By May 13, 2025 Page 12 Design Guidelines Content The scope of work, existing guidelines, recommendations from the 2025 Landmark Project: Phase 1 indicates the priorities for change in the Bozeman Design Guidelines. Our team also recognizes that as a regulatory document with the potential impact to over 4,000 properties, this process must include on-going community outreach to ground-truth the goals of the updated Design Guidelines. Based on this knowledge, P2P anticipates organizing the Design Guidelines with an emphasis on clear and simple language as follows: 1. Introduction: Summarize the local ordinances and processes for property owners and practitioners and explain the role of the Historic Preservation Advisory Board (HPAB) 2. How to Use the Design Guidelines: Illustrate which properties are subject to the NCOD regulations through a map series and provide a workflow of the approval process based on scope of work 3. Benefits of Historic Preservation: Correlate the historic context of the NCOD’s Historic Districts to the city’s history and the economic/quality of life benefits to the city as a whole 4. Glossary of Key Action Terms: Briefly describe local designation and National Register designation; pres- ervation, rehabilitation, restoration, and reconstruction according to NPS 36 CFR 68; demolition; and recon- struction 5. Best Practices for Historic Preservation: Listing of the 10 items in the Secretary of the Interior’s Stan- dards for Rehabilitation, according to NPS 36 CFR 67; recommendations for historic property maintenance; and avoidance of demolition by neglect 6. Discovering Architectural Styles: Convey stylistic traditions of the NCOD Historic Districts through representative examples of architectural styles of the districts and character areas including, but not limited to, Italianate, Queen Anne, multiple revivals, Bungalows and local adaptations supporting vernacular styles in residential and commercial construction Jenny led the construction team on behalf of the City of St. Augustine for the rehabilitation of a National Register and local landmark in accordance with state grant requirements and the Secretary of the Interior’s Standards. Over the course of the nearly 10-year project, Jenny gained practical com- munication experience and learning opportunities by working closely with the preservation architect, engineer, and specialty subcontractors. This is invaluable when developing design guidelines that need to be clearly and easily understood by all stakeholders. National Park Service, U.S. Department of the Interior. Page 13 7. Guidelines for Alterations: Illustrate and describe specific building and site changes from the roof to the foundation and setting, as applicable, for existing build- ings and developed sites 8. Guidelines for Additions: Illustrate and describe recommended methods for constructing a comple- mentary attached or detached addition to an existing historic building 9. Guidelines for New Construction: Illustrate and describe recommended methods for constructing complementary in-fill on a vacant property that trans- lates scale, proportion, rhythm of opening and material patterns, building forms, height, and setting based on predominant patterns of the character areas of the NCOD 10. Guidelines for Relocation: Illustrate and describe specific conditions where building relocation into the the NCOD could be approvable 11. Guidelines for Demolition: Describe conditions that demonstrate when demolition could be approvable including reference to economic hardship that cross-ref- erences building maintenance recommendations to prevent demolition by neglect 12. Resources: Provide a listing of helpful sources of addi- tional information for preservation best practices such as the NPS Preservation Briefs, architectural dictio- naries, and SHPO recommended resources ROOF TYPES Roofs are simple, either gable or a hip roof unless there is an inter-secting roof covering an addition. Front Gable RoofSame pitch covers 2 sides The triangle ‘face’ of the roof is called the gable end and will have a round or square attic vent. Hip RoofSame pitch covers 4 sides Circular Attic Vent Square Attic Vent GABLE END DETAILS PORCHES A secondary roof may project from the front building facade to cover the porch area. Hip Roof PorchTwo distinct pitches Porches span the entire front fa-cade and may have differing char-acteristics of post supports and railings. Shed Roof PorchOne, down-sloped pitch Rectangular Post Porch Railing OTHER DETAILS PICTORIAL REFERENCES - SHOTGUN HOUSE STYLE Each historic community is unique and character details need to be iden-tified to help property owners and tenants understand important features and details. (Excerpted from the Eastside Overlay Ordinance, in progress, for the City of Jacksonville, Florida.) Page 14 Planning 2 Preserve brings dedication and expertise to this project from 20 years of working directly in the preservation humanities field. This experience requires working with diverse histories, varied budgets, creative partnerships, and completing tasks delegated from a local governing body. Local regulations and preservation best practices like the Secretary of the Interior’s Standards for Rehabilitation must also be cross-referenced for communities participating in the Certified Local Government program. When choosing the Planning 2 Preserve team, Bozeman will benefit from the following skills provided by the principal directly: • Communicating project objectives to a public audience encouraging participation and welcoming feedback throughout the process with in-person, print, and digital media opportunities • Ability to identify architectural patterns and historic building traditions across differing cultural affiliations from the earliest extant buildings to the recent past • Identifying the character and integrity of contributing historic resources while anticipating the potential for change with in-fill development and modern materials • Providing flexible regulatory levels based on preserva- tion priorities for landmarked areas and transition areas • Explaining best practices for historic building mainte- nance in user-friendly terms • Articulating compatible replacement materials particu- larly for sustainable and resilient design options • Distinguish residential, commercial, and mixed-use character areas • Encouraging adaptive use projects • Creating a graphically engaging document with clear language to stimulate appreciation of preservation goals • Guiding a community engagement plan with local officials, neighborhood stakeholders, and design and development professionals • Measuring project expectations with the city’s Project Manager and the Certified Local Government program for the state of Montana as applicable • Understanding the connection to other regulatory processes outlined in preservation and zoning ordi- nances • Producing a professional document that translates to digital or print publication The National Trust for Historic Preservation, commended the City of St. Augustine’s Historic Preservation Plan. Jenny led the effort from the grassroots and local government planning process for four years to successfully com- plete the project with Preservation Design Partnership, below. Preservation D e s i g n P a r t n e r s h i p , l l c DRAFT 28 A U G U S T 2 0 1 8 CITY OF S T. A U G U S T I N E HISTORIC P R E S E R V A T I O N M A S T E R P L A N Table of Contents i EXECUTIVE SUMMARY ii KEY TERMS 1.0 INTRODUCTION 2.0 HISTORIC DEVELOPMENT OF THE BUILT ENVIRONMENT 3.0 THE CITY TODAY 4.0 HISTORIC PRESERVATION IN ST. AUGUSTINE 5.0 HISTORIC PRESERVATION STRATEGIES 6.0 IMPLEMENTATION APPENDICES A. SWOT Analysis B. Historic Resources Under City Stewardship C. Resources D. St. Augustine Map The plan assessed the community’s tolerance for change, environmen- tal challenges that may necessitate design adaptations, and strategies to avoid demolition which are similar concerns for design review guidelines. Page 15 SCOPE OF WORK 3 Design Guidelines Scope of Work Planning 2 Preserve’s President, Jenny Wolfe, AICP, will serve as project manager and principal consultant to develop all work products for the updated Design Guidelines. Sarah Marsom, sub-consultant, will be team lead for community engagement. Together, they will develop Design Guidelines that are user-friendly and graphically relative to Bozeman’s landscape. In order to accomplish this task within the available budget, the P2P project team anticipates active participation of city staff in planning and development of the Design Guidelines update. 1. Project Kick-off and Background Review Once a contract is executed, Planning 2 Preserve will begin an extensive review of existing information that will include, at least, the following information provided by the City: • Meeting minutes from the Historic Preservation Advisory Board, Bozeman Landmark Project Phase 1, City Code (BMC 38.340) and drafted revisions, and any other materials that substantiate the focus areas for changes to the Design Guidelines • Current planning studies and historical inventories documenting the periods of significance, contrib- uting architectural styles and/or cultural influences of the historic districts and character areas • Maps, geo-spatial data, definitions, and related city ordinances • P2P project members are involved in Phase 2 of the Landmark Project and will be simultane- ously participating in related city staff meetings regarding that project, in addition to regular meet- ings focusing on the Design Guidelines • Tour the NCOD to observe existing building patterns and project potential redevelopment patterns Deliverable: Kick-off meeting with city staff, virtual monthly check-in meetings, and site visit of the NCOD Bozeman is already known by the project team to be an eclectic city with a range of architectural influences and materials. Window and door open- ing patterns often reveal stylistic signatures that should be prioritized for preservation. Page 16 2. Community Engagement and Outreach An important goal in updating the Design Guidelines is making the document easily relatable to the public and considers how the stakeholders interact with the HPAB, CD, and preservation staff. There are multiple vantage points to developing this information. Plan- ning 2 Preserve will: • Assist City staff with developing a community engagement strategy • Provide a project overview presentation to the Historic Preservation Advisory Board (HPAB) and Community Development Board (CD Board) outlining the project goals, timeline, and engage- ment plan • Conduct interviews or focus groups with relevant parties including neighborhood representatives, preservation professionals, and members of the design and development community • Support a range of engagement activities to ensure broad community participation and input Deliverable: Community Engagement Plan, Virtual Public Meetings or interviews (n=x), In-person Public Meetings or interviews (n=x), print and digital media collateral (post card design? survey questions?), monthly check-in meetings 3. Draft Revised Guidelines The Design Guidelines will be developed with incre- mental sections presented to city staff at a minimum of 30, 70, and 90% intervals prior to reaching 100% completion. Planning 2 Preserve will: • Develop an annotated outline of proposed revi- sions identifying recommended changes and areas for clarification or enhancement • Develop a table of contents and graphic design template • Assist Historic Preservation Officer in drafting updated guidelines that include revised language for clarity and usability, illustrative graphics and visual examples, guidance tailored to different building types and preservation contexts • Incorporate direction on both preservation and compatible new construction. Public input is essential to the successful adoption of design guidelines. Jenny created select content and participated in Chattanooga’s public workshops across 4 desig- nated districts. Excerpted page from the drafted Chattanooga Historic District Design Guidelines with material developed by Jenny, courtesy of Preservation Design Partnership. Page 17 • Provide simple narratives that describe best practices, maintenance, architectural styles, alter- ations, additions, new construction, relocation, and demolition language for review two weeks before a meeting with city staff to allow city staff to comment • Align guidelines with updated code language from the Landmark Project • Provide the draft Design Guidelines in a format that can be posted by the City for a review/comment period Deliverable: Proposed outline for Design Guidelines (30%), and 70% Draft Design Guidelines, monthly check-in meetings 4. Public Review and Advisory Board and City Commission Input Once a significant Draft document is prepared and distributed, the public, staff, and other stakeholders will have a better opportunity to provide constructive feedback. Based on public meeting schedules, Plan- ning 2 Preserve will: • Support Historic Preservation Officer in preparing presentations and materials for HPAB, CD Board, and the City Commission • Attend public meetings and workshops to present the draft guidelines and gather input, consecutive with meeting schedule above • Review feedback from meetings and the public to make necessary adjustments to draft Deliverable: In-person Public Meetings (n=3) and public workshops as available during scheduled trip, monthly check-in meetings Chattanooga’s Ferger Place Historic District is known for Tudor Revival and Bungalow influences. In new construction, the neighborhood found this building (left) to fit within the character without requiring strict adherence to details and rather, focused on roof shapes and overall footprint. (Photos by Jenny, courtesy of Preservation Design Partnership) Page 18 5. Revisions and Final Guidelines Adoption Once the review period is closed and comments are synthesized, the final Design Guidelines document will be produced. Planning 2 Preserve will: • Prepare a final version of the guidelines for public distribution and final review by HPAB and CD Board • Support City staff in presentations to advisory boards for final recommendation • Review summaries of advisory board feed- back as needed in preparation for City Commission review • Participate in City Commission meeting for final adoption • Make any final adjustments to the guidelines following Commission direction Deliverable: 90% Draft Design Guidelines, 100% Design Guidelines in PDF, monthly check-in meetings The updated Design Guidelines for Beloit, WI being developed now by P2P will include historic commercial and residential buildings as well as best practices for building maintenance. Page 19 PROJECT TIMELINE: AT A GLANCE 4 Planning 2 Preserve, LLC is providing a schedule based on the RFP to coincide with expected deliverables and payment schedule. Any delays in receipt of comments from city or state staff, public notice delays, or inclusion of optional services may affect this schedule. Regular project meetings are anticipated to occur bi-weekly and/or monthly as needed, and will be hosted through a virtual meeting platform or teleconference. In-person meetings can be scheduled in concert with, or in addition to, anticipated travel dates noted in the Travel Timeline below. Task(s)Description Completed by: N/A Execute Contract September 30, 2025 1 Project Kick-off with City Staff and Document Review October 31, 2025 1 Trip #1 and Existing Conditions Research November 31, 2025 2 Community Engagement Plan and Kick-off December 31, 2025 1 & 3 Design Guidelines (30%)January 31, 2026 2 Community Outreach (virtual)February 28, 2026 3 Design Guidelines (70%)March 31, 2026 4 Comments from City to P2P April 30, 2026 4 Public Workshops / Meetings (in-person)May 31, 2026 4 & 5 Design Guidelines (90%)June 30, 2026 5 Public / Board Review (virtual)July 31, 2026 5 Design Guidelines (100%)August 31, 2026 5 City Commission Meeting (virtual)September 30, 2026 5 Design Guidelines Delivered in PDF October 31, 2026 TRAVEL TIMELINE Planning 2 Preserve, LLC, headquartered in Pensacola, Florida, recognizes that in-person meetings and on-site fieldwork are crucial components of this project. Jenny Wolfe, prin- cipal consultant, and Sarah Marsom, sub-consultant, will personally ensure punctual atten- dance at all scheduled meetings as agreed upon and allocate sufficient time for conducting the fieldwork and outreach. We anticipate the following on-site schedule: 1. November 2025 3 days TBD : Meet staff, tour NCOD, conduct photography, work- shops; in consecutive day(s) 2. May 2026 3 days TBD: Present Draft 1 to the HPAB, CD, and City Commission; in consecutive day(s) This page is intentionally left blank. Page 21 ESTIMATED BUDGET The below price proposal outlines a lump sum fee of $30,740 based on a schedule of deliverables to update the Bozeman Design Guidelines. Anticipated travel and printed collateral expenses ($5,502) are provided in a separate table and are not included in the base fee. For reference purposes only, the following page outlines the estimated number of hours and anticipated commitment of city staff to participate in the development of the Design Guidelines as indicated in the RFP Scope of Work. Finally, the resulting document will be a maximum of 80 pages. Details are provided within this proposal, and any work that is not specifically referenced is not included. Task Description/Deliverable Fee N/A Execute Contract N/A Task 1 Project Kick-off with City Staff and Document Review $980 Task 1 Trip #1 and Existing Conditions Research $4,900 Task 2 Community Engagement Plan $1,210 Task 2 & 4 Trip #2 In-Person Public Hearings/Meetings (x#)$4,900 Task 2 & 4 Virtual Public Hearings/Meetings (x#)$2,450 Task 2 Facilitate Virtual Community Engagement Activities and Guide Additional Outreach $1,450 Task 1 & 3 New Design Guidelines Table of Contents and Layout (30%)$4,420 Task 3 Deliver Design Guidelines Draft 1 (70%)$5,960 Task 5 Deliver Design Guidelines Draft 2 (90%)$2,980 Task 5 Deliver Final Design Guidelines in digital PDF (100%)$1,490 Total $30,740 5 Reimbursable Expenses Estimate Trip #1 airfare, lodging, and per diem for Jenny and Sarah $2,080 Trip #2 airfare, lodging, and per diem for Jenny and Sarah $2,840 Postcards - 250 $30 Postage - .61 x 250 $152 Doorknockers $400 Printouts (in-house)$0 Total $5,502 Additional services such as additional in-person meetings, additional Design Guide- lines pages, collateral graphic design beyond the stated scope of work can be negoti- ated on an hourly basis as follows: P2P/Principal Consultant, Jenny Wolfe $125 Sarah Marsom, Sub-consultant $120 Page 22 Related Task Item Description/Deliverable Hours JW Rate Fee Subtotal Hours SM Rate Fee Subtotal Total Anticipated Staff Hours N/A Execute Contract Task 1 Project kick-off and Document Review 4 $125.00 $500.00 4 $120 $480 $980 Task 1 Trip #1 and Existing Conditions Research 20 $125.00 $2,500.00 20 $120 $2,400 $4,900 10 Task 2 Community Engagement Plan 2 $125.00 $250.00 8 $120 $960 $1,210 4 Task 2 & 4 Trip #2 In-Person Public Hearings/Meetings (x#)20 $125.00 $2,500.00 20 $120 $2,400 $4,900 10 Task 2 & 4 Virtual Public Hearings/ Meetings (x#)10 $125.00 $1,250.00 10 $120 $1,200 $2,450 5 Task 2 Facilitate Virtual Community Engagement Activities and Guide Additional Outreach 2 $125.00 $250.00 10 $120 $1,200 $1,450 10 Task 1 & 3 New Design Guidelines Table of Contents and Layout (30%)20 $125.00 $2,500.00 16 $120 $1,920 $4,420 6 Task 3 Deliver Design Guidelines Draft 1 (70%)40 $125.00 $5,000.00 8 $120 $960 $5,960 20 Task 5 Deliver Design Guidelines Draft 2 (90%)20 $125.00 $2,500.00 4 $120 $480 $2,980 10 Task 5 Deliver Final Design Guidelines in digital PDF (100%)10 $125.00 $1,250.00 2 $120 $240 $1,490 5 Total - billable hours $18,500.00 $11,760 $30,740 This table is provided for reference only. P2P will submit invoices according to the deliverable schedule on the previous page. Project Assumptions: • Two travel trips will be conducted as referenced in the travel schedule. • Written descriptions from the existing Guidelines may be condensed and paraphrased. • Primary research is not included in the Design Guidelines project. • The Design Guidelines final work product will be reduced from the current page count of 137 pages to an approachable digital document (Adobe PDF format) not to exceed 80 pages and a maximum of 160 images/illustrations. • P2P will provide the services within the timeline of October 2025 - October 2026. • Comments on draft documents shall be provided within 2 weeks of receipt and will be provided in a consolidated document. • Once the final comments from the City Commission are incorporated into the Design Guidelines, P2P is not respon- sible for subsequent adoption hearings. • All P2P in-person public outreach, meetings, or workshops will be held in one consecutive travel trip, as indicated in the schedule. City staff is responsible for providing accessible locations and posting notice requirements. • Check-in meetings with the city staff will occur in a virtual platform at monthly intervals due to the P2P team’s existing involvement with the Landmark Project and to reduce hourly budget allocations to check-in meetings. Page 23 EXPERIENCE 6 St. Augustine’s historic districts that re- quire design and or demolition review. Objects, like the 1813 Constitution Obelisk, are also protected re- sources. Craftsmen bungalows are prominent in many areas of the country and usually include local adaptations. Cooperative relationships with architects, contractors, and property owners. P2P is currently engaged to update the Beloit, WI Historic District Design Guidelines that reg- ulates 471 properties across multiple districts. Photography and architectural history summaries for over 2,500 historic properties across Florida. Italian Renaissance architecture in St. Augustine, like the Ponce de Leon National Historic Landmark with terra cotta, coquina concrete construction, and intricate woodwork; were reg- ulated for exterior preservation requirements. Updated design guidelines for historic districts in Chattanooga like Fort Wood, named for the Civil War for- tification that existed prior to neighborhood development. Ability to recognize unique architectural materials and landscape features. Page 24 1. Chattanooga Historic Guidelines - DRAFT Jenny Wolfe, AICP, collaborated with Dominique M. Hawkins, FAIA (Preservation Design Partnership/PDP) to develop Chattanooga’s consolidated Historic Guidelines, a project currently under stakeholder review after completion of the first comprehensive draft in November 2024. PDP’s innovative approach transformed the city’s preservation framework by integrating four separate design guidelines documents into a single, cohesive resource for the Histor- ical Commission. This ambitious consolidation required extensive public engagement to capture the distinct preser- vation priorities of each local historic district while creating a unified system that effectively communicates both preser- vation best practices and district-specific review processes. Despite an accelerated timeline driven by state grant requirements, the team executed a robust community engagement strategy within just three months. This inten- sive process included the development, implementation, and analysis of two specialized online surveys targeting both the Historical Commission and the broader public. The team also conducted two comprehensive three-day site visits featuring interactive public workshops and thorough photographic documentation of the districts. Design guidelines represent a powerful preservation tool that provides predictability and clarity for property owners and applicants seeking to modify historic properties. The Chattanooga project offers valuable lessons for Bozeman, particularly in developing tailored survey instruments, facilitating focused stakeholder input that effectively guides project direction, and trans- lating preservation best practices and guidelines for a unique environment. While Jenny’s tenure concluded with the project in draft form, her leadership in the public engagement process, historic site identification, and contributions to preservation best practices established the foundation and core content for the drafted guidelines. Section 1 of 43 Email* This form is collecting emails.Change settings Local Historic District Review Process  The purpose of this survey is to idenfy the preferred review process for each local historic district, and whether the review is performed by the staff or the Chaanooga Historic Zoning Commission (CHZC). The quesons should be answered in terms of the desired process. This informaon will be conveyed to the CHZC and city staffto discuss and determine final recommendaons. Please note recommendaons may require an ordinance change which is a separate process. Please contact city staff for quesons: historiczoning@chaanooga.gov or call 423-643-5834. Valid email *Each Historic District is unique and a survey must be completed for each one to capture any disncons. Please indicate the district represented in your answers: Baery Place St. Elmo Chaanooga Histor Questions Responses 35 Seings 1/10/25, 4:09 PM St. Elmo Chattanooga Historic Review Process - Public - Google Forms https://docs.google.com/forms/d/1rgWyRThHhVAinHxUqB09X5_27eoKe2AW0xTBi5dKV88/edit 1/1 With PDP, Jenny’s responsibilities included designing and implementing a public survey, participating in the photographic inventory, historical re- search, and co-developing the drafted Design Guidelines. Client City of Chattanooga, Tennessee Contact/Project Manager Cassie Cline, Historic Preservation Planner 1250 Market Street suite 1000 Chattanooga, TN 37402 423.643.5928 clcline@chattanooga.org Project Budget: $70,000; 930 regulated properties Public Engagement and Draft Guidelines completed November 2024 for Preservation Design Partnership, LLC Dominique M. Hawkins, FAIA, dhawkins@pdparchitects.com Page 25 2. Crescent City Historic Resource Survey Crescent City holds exceptional historic and prehistoric significance spanning over 12,000 years of continuous human occupation. Located on the well-drained Crescent City Ridge in Florida’s St. Johns River Valley, the area’s diverse ecosystems of marshlands, lakes, and riverine systems supported sustained human activity from Paleoin- dian through Mississippian periods, evidenced by archae- ological sites containing stone projectile points, pottery sherds, and shell middens around Crescent Lake. The historic period reflects Florida’s broader develop- ment patterns, beginning with Spanish exploration but no permanent European settlement during the Colonial era (1513-1821). Following Florida’s transfer to the United States, Crescent City emerged as part of Putnam County in 1849 and flourished through distinct phases: post-Civil War settlement driven by lumber and citrus industries, the Gilded Age development of grid-pattern streets with wealthy seasonal residents’ homes and orange groves, recovery from the devastating 1895 Great Freeze, the Florida Boom period’s infrastructure improvements including US Highway 17, and post-World War II prosperity centered on citrus cultivation and recreational fishing. This rich layered history demonstrates remarkable cultural continuity and economic adaptation, making Crescent City a significant example of Florida’s prehistoric heritage and historic development patterns. Historic Property Associates, Inc. (HPA) and Planning 2 Preserve, LLC conducted a comprehensive historic prop- erty survey of Crescent City in 2025. The survey covered 235 blocks and three city parks within the corporate limits of this city, which is strategically located on a US Highway 17 between two lakes, approximately 25 miles south of Palatka, Florida. The project documented approximately 350 resources built in 1975 or earlier using state inventory forms, assessing each for potential National Register of Historic Places eligibility and historic district contribution. As a partner in this project, Planning 2 Preserve’s president, Jenny Wolfe, AICP, conducted field research, completed the inventory forms, generated GIS maps, and provided an analysis of the city’s historic preservation program. In addi- tion, she served as editor for the final report. As a result of this work, the City intends to pursue an update to the NR designation and evaluation of their preservation ordinance. Geo-spatial tools reflecting existing boundaries helped map building and development characteristics in Crescent City, created by Jenny Wolfe. Client City of Crescent City, Florida Contact/Project Manager Christina Marie 3 N Summit Street Crescent City, FL 32112 386.698.3647 citymanager@crescentcity-fl.com Project Budget: $50,000; 349 historic resources Completed 2025 Page 26 JULY 2024 RESILIENCE GUIDANCE FOR CHARLESTONCity of Charleston 3. Resilience Guidance for Charleston Jenny Wolfe, AICP, worked with Dominique M. Hawkins, FAIA (Preservation Design Partnership/PDP) to develop Resilience Guidance for Charleston in 2024. The City of Charleston and the Preservation Society of Charleston (PSC) cooperatively sought this work as part of a larger endeavor to confront the effects of climate change in the city. Based on a public survey, the most needed resource in the short term was a guide for average property owners and small business owners to improve the ability of the property to withstand strong winds, flooding, earthquakes, and heat. Following meetings with the multiple agencies of the City of Charleston, the Preservation Society project team, local architects, and PSC member stakeholders, the deliverable detailed overarching effects that floods, storm winds, earthquakes, and heat have on older and historic buildings and how to strengthen a property with respect to: • Landscapes • Roof systems • Exterior wood elements • Exterior masonry elements • Windows and doors • Building systems • Interior spaces In each section, climate threats are identified and key tips and strategies are provided to improve resilience at the property level. While the document was sponsored by the City and Preservation Society, recommendations apply to all buildings, especially those of the average property owner or tenant that does not have access to costly architectural or engineering options. JULY 2024 RESILIENCE GUIDANCE FOR CHARLESTONCity of Charleston Client Preservation Society of Charleston Contact Brian Turner, President and CEO 147 King Street Charleston, SC 29401 bturner@preservationsociety.org 843.722.4630 Privately-funded project, Completed July 2024, city-wide Completed with PDP. Contact Dominique M. Hawkins, FAIA, dhawkins@pdparchitects.com Page R2.5 RESILIENCE GUIDANCE: LANDSCAPE Resilience Guidance for CharlestonCharleston, South Carolina Connected ditches (bioswales) collect stormwater from roadways and properties, allowing it to absorb into the ground. Water tolerant plantings can be added, similar to a rain garden. (Refer to Rain Gardens, page R2.6.) PERMIT REQUIREMENTS All development, including excavation and placement of fill, will require a permit under applicable federal, state, and local laws, ordinances, and regulations. Fill or erosion control structures such as a retaining wall may also have civil implications if floodwater, flow intensity, and/or direction is worsened for neighboring properties. Contact the Permit Center for additional information. DEFINITIONS Berms: Berms are built up mounds in straight or curved shapes about five times as wide as they are tall. They can direct stormwater and provide an opportunity to add vertical interest to the landscape. (Bio)Swales: Swales are shallow channels that are about four times as wide as they are deep. Swales can be built to direct stormwater away from building foundations, or toward areas that promote natural infiltration, like waterways, dry wells, and rain gardens. (Refer to Rain Gardens, page R2.6.) Bad: Water flows through the ground cover layer to the soil surface that drains toward the foundation. Good: Water flows through the ground cover to the soil surface that drains away from the foundation. SITE GRADING During and after rain events is the best time to visually survey water movement patterns and where water is collecting on a property. Look for puddles in the yard or driveway indicating depressions in the ground surface; dirt left on vertical surfaces from water splashing against a building foundation or landscape walls; and debris piles of pine needles, leaves, mulch, or other materials that the water picked up and deposited. Minor pooling sites can be filled or planted to elevate the low spots. However, if there are property-wide issues, more significant change may be needed requiring the assistance of a landscaper, and heavy equipment to build berms and swales to manage the movement and direction of stormwater. KEY TIPS: Please note that the site and building flood mitigation options listed below may not be feasible or successfully resolve flooding issues at a property. Intensifying storms and sea level rise may soon render mitigation options ineffective, diminishing their long-term cost effectiveness. • Observe water flow paths and areas that are collecting water during heavy rains • Use a combination of sand, soil, and plant material to fill in small depressions • Prioritize grading around the building foundation to avoid water from flowing toward a building or crawlspace • Consider building a berm and/or a swale if there is a significant amount of water collecting or flowing through the property Grading refers to leveling an area or changing the slope to control water flow. A retaining wall maintains soil height above the street level, which is lower along the sidewalk. With PDP as the historic preservation planner/architect, Jenny supported the effort to integrate resiliency measures as part of maintenance strategies for property owners in Charleston using simple graphics. (Image by PDP) Page 27 BOZEMAN: "Bozeman's Past Shapes Its Future, So Can You" Learning what makes Bozeman unique is at the core of the Bozeman Landmark Project. Since the project kicked off in November 2023, the project team has worked alongside City of Bozeman staff to implement passive and active engagement strategies to understand what the communityʼs priorities. As engagement lead for the Community Planning Collaborative team I strived to develop engagement opportunities that would connect with people across generations and geographic areas of the community. Researching and developing handouts (from coloring sheets to educational materials), creating temporary historic markers that served as project promotion, working with staff to identify engagement partners, survey creation, and information distillation was critical to the code development that will usher in a new chapter of preservation in the community. EEnnggaaggiinngg tthhee CCoommmmuunniittyy ffoorr LLooccaall LLaannddmmaarrkk PPrrooggrraamm PPllaannnniinngg In total there were: 292 Full Community Surveys Completed; 20+ Temporary Historic Markers Installed; 224 Micro-surveys Completed; 16 Community Events Held or Attended; 30 Social Media Posts Across Accounts; 16 Engage Bozeman Project Page News Updates. These numbers provide a glimpse into the imprint made on community members through the engagement, but they do not fully encapsulate the conversations had at the Bozeman Senior Center, the Bozeman Parks Summer Camp, at the Farmers Market, etc. - these conversations assisted in reframing how preservation can be developed to be of/by/for all of Bozeman. Page 28 Columbus, IN! Workshops include: •Cyanotypes for Henry Moore's birthday - 125+ people participated in this workshop, learning how to use transparencies created from archival images to create art. •BCPL 125 Anniversary - Coloring sheets were developed to tell 125 years of history for the Hope Branch. These sheets could also be used as templates for applique quilting and embroidery. •Tiny I.M. Pei, Cleo Rogers, and Henry Moore are used by the children's library and adult programming in a variety of ways. The Bartholomew County Public Librarys strategic plan includes celebrations. As a part of BCPL, the Columbus Indiana Architectural Archives and I have partnered for community engagement activities since 2019. Every workshop, handout, and design created intends to foster a relationship between the archive and the community it serves - beyond the researchers. Archives are repositories for community stories and through the development of arts based activities, we seek to inspire community members to reimagine the ways they use the BCPL archival resources and their personal archives. CCrreeaattiivveellyy CCoonnnneeccttiinngg CCoommmmuunniittyy ttoo AArrcchhiivvaall RReessoouurrcceess This page is intentionally left blank. Planning 2 Preserve, LLC 707 E Cervantes St, Suite B-298 Pensacola, FL 32501 jennywolfe@planning2preserve.com Thank you for your consideration!