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Home My WebLink About25 - Submissions - Historic Preservation and NCOD Design Guidelines Update (3)COMPREHENSIVE UPDATE OF THE BOZEMAN GUIDELINES FOR HISTORIC PRESERVATION AND THE NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT BOZEMAN, MONTANA THE LAKOTA GROUP DOUGLAS GILBERT, ARCHITECT, INC AUGUST 22, 2025 CITY OF BOZEMAN COMPREHENSIVE UPDATE OF THE GUIDELINES FOR HISTORIC PRESERVATION AND THE NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT THE LAKOTA GROUP One East Wacker Drive | Floor 27 | Chicago, Illinois 60601 Primary Contact: Matt Cole, Director of Historic Preservation E: mcole@thelakotagroup.com P: (312) 467-5445 x 103 LAKOTA 2 Associate Planner / Historic Preservation Officer The Lakota Group, we are pleased to submit the following professional qualifications to assist the City of Douglas E. Gilbert, Architect, Inc. In addition to our Arkansas work, our firm has completed preservation plans and design guidelines for Anaconda-Deer in Little Rock. Lakota has also led a team of preservation planners to help prepare the 2022-2032 Texas Statewide Historic Preservation Plan for the Texas Historical Commission and the 2024-2034 Illinois Statewide Historic Preservation Plan for the Illinois State Historic Preservation Office. to retain the distinctive features and architectural legacies of neighborhoods and districts. Furthermore, an all-inclusive planning process that involves a cross-section of stakeholders is key to creating design guidelines based on city-wide and As you will see from our qualifications, The Lakota Group has significant historic preservation experience and brings a complete team to the assignment. After years of in-the-field experience surveying and documenting historic neighborhoods sasfahani@thelakotagroup.com | 312-467-5445 x 227 3CITY OF BOZEMAN, MT Delve In Qualifications 7 Experience 21 Project Work Plan and Schedule 35 Cost Proposal 43 QUALIFICATIONS Team Qualifications Lakota Team Profile Since its founding in 1993, the Lakota Group Arkansas; Bloomington, Illinois; and Anaconda-Deer Lodge County consultations, and preservation-based revitalization plans. fifth largest city; conservation district design guidelines for a residential neighborhood north of downtown Springfield, Illinois, revitalization of a predominantly African-American neighborhood infill construction, and low-impact development. In 2022, our firms completed an comprehensive update of the Eureka Springs Urban Planning, Urban Design, Landscape Architecture, Community Engagement. Lakota is an Illinois S-Corporation and employs 18 full-time employees. Lakota is well situated to lead this effort with specific responsibilities for project management and day-to- Douglas E. Gilbert, Architect, and Oak Park, Illinois and New Mexico-based historic preservation architect who will assist in refining preservation The Lakota Group Preservation planners and architects Professionals with national experience, Historic District Design Guidelines that are user-friendly and The primary contact and address for the lead firm is: Matt Cole, Wacker Drive, Floor 27, Chicago, Illinois 60601; 312-467-5445, ext. 103. 5CITY OF BOZEMAN, MT 2.1: Personnel Chart Siraj Asfahani, AIA Lead Preservation Planner Community Engagement Strategy Matt Cole Day-to-Day Project Manager Guidelines Research + Writing Douglas Kaarre, AICP Senior Preservation Planner Guidelines Research + Writing Photography Douglas E. Gilbert, Architect Preservation Treatments Alternative Building Materials Sustainability Lauren King Graphic Designer Report Production Carlos Terry Drawings and Illustrations LAKOTA 6 The Lakota Group SIRAJ ASFAHANI, aia Vice President placemaking, park and recreational master plans, and wayfinding and interpretive systems. His skill set ranges from computer-aided graphics, renderings, to construction drawings. Multidisciplinary design is his Siraj will serve as the lead planner and will manage public outreach and community engagement. MATT COLE, Director of Preservation public-private partnerships. Matt will be the day-to-day manager for this assignment and will assist in design guidelines research and development and report writing. DOUGLAS KAARRE, aicp Senior Associate/Preservation Planning and has significant experience with projects important to local communities, including neighborhood of the Illinois Association of Historic Preservation Commissions, a non-profit education and advocacy Historic Preservation Conference, among others. Douglas is certified under 36 CFR Part 61 Secretary of the Interior Professional Qualifications Standards as an architectural historian. Douglas will assist in design guidelines research and development and report writing. LEAD PLANNER 2.1: Team Staffing 7CITY OF BOZEMAN, MT LAUREN KING, Associate Lauren will assist with report production and community engagement materials. CARLOS TERRY, Associate Carlos will assist with design guidelines drawings and illustrations. Douglas E. Gilbert, Architect, Inc. DOUGLAS E. GILBERT, Principal and Owner Douglas Gilbert is an award-winning architect with over 25 years of experience in preserving and restoring assessments, adaptive re-use, National Register nominations, and preservation surveys and consulting. He commissions and the Illinois State Historic Preservation Office. Mr. Gilbert served as past Chair of Oak Park’s Douglas will assist in defining preservation treatments for historic properties and in guidelines for alternative materials and sustainability. LAKOTA 8 SIGNATURE PROJECTS Eureka Springs Historic District Design Guidelines - Eureka Springs, AR El Dorado Historic Preservation Plan - El Dorado, AR Denton Historic Preservation Plan - Denton, TX San Antonio Mission District Design Guidelines - City of San Antonio, TX HOMETOWN Beirut, Lebanon EDUCATION DePaul University Master of Sustainable Urban Development Chicago, IL (2017) Harvard School of Design Master of Sustainable Urban Executive Studies in Urban Design Boston, MA (2016) Lebanese American University Bachelor of Architecture Minor in Graphic Design Beirut, Lebanon (2015) ORGANIZATIONS EXPERIENCE SIRAJ ASFAHANIAIA VICE PRESIDENT | 2016 – PRESENT 9CITY OF BOZEMAN, MT SIGNATURE PROJECTS Abandoned, Vacant, Deteriorated Properties Strategic Plan - Alamogordo, NM Wilmette Historical Resource Survey - Wilmette, IL Franklin Historic Preservation Plan - Franklin, TN Wilmette Historical Preservation Plan - Wilmette, IL HOMETOWN Minneapolis, MN EDUCATION University of Virginia Master’s in Urban & Environmental Planning Charlottesville, VA University of Wisconsin Bachelor of Arts Anthropology & Environmental Studies Madison, WI ORGANIZATIONS EXPERIENCE MATT COLE DIRECTOR OF PRESERVATION PLANNING 2024 – PRESENT LAKOTA 10 SIGNATURE PROJECTS MacArthur Park Historic District Design Guidelines - Little Rock, AR Joliet Historic Design Guidelines Manual - Joliet, IL Historic Preservation Handbook and Design Guidelines - Mesa, AZ Madison Local Historic District Survey Update - Madison, IN Cumberland Historic Preservation Plan - Cumberland, MD HOMETOWN Gwinn, Michigan EDUCATION The School of the Art Institute of Chicago Master of Science in Historic Preservation Chicago, IL (2000) University of Cincinnati Master of Community Planning Cincinnati, OH (1991) Central Michigan University Bachelor of Science in Geography Mount Pleasant, MI (1989) ORGANIZATIONS EXPERIENCE DOUGLAS KAARREAICP SENIOR ASSOCIATE | 2019 – PRESENT 11CITY OF LITTLE ROCK, AR SIGNATURE PROJECTS Franklin Historic Preservation Plan - Franklin, TN Wilmette Historical Resource Survey - Wilmette, IL Highland Park Central East/Central Ave-Deerfield Rd Survey - Highland Park, IL Gretna Comprehensive Plan - Gretna, NE North Chicago Comprehensive Plan - North Chicago, IL HOMETOWN Roselle, Illinois EDUCATION University of Illinois at Chicago Master of Urban Planning and Policy Chicago, IL (2025) Ball State University Bachelor of Science in Health Education and Promotion Minor in Corporate Wellness Muncie, IN (2019) EXPERIENCE LAUREN KING ASSOCIATE | 2022 – PRESENT LAKOTA 12 SIGNATURE PROJECTS Joliet Historic Design Guidelines Manual- Joliet, IL MacArthur Park Historic District Design Guidelines - Little Rock, AR Eureka Springs Design Guidelines- Eureka Springs, AR Downtown Itasca Strategic Action Plan- Itasca, IL Westminster Place Exterior Wayfinding & Signage Plan- Evanston, IL HOMETOWN Lima, Peru EDUCATION Pontificia Universidad Catolica del Peru Bachelor in Architecture and Urbanism Lima, Peru (2016) EXPERIENCE CARLOS TERRY GRAPHIC SPECIALIST | 2021 – PRESENT 13CITY OF BOZEMAN, MT Douglas Gilbert Architect, Inc.Page 1 Douglas E. Gilbert Professional Experience Education Illinois Historic Preservation Agency, Springfi eld, Illinois 1994 - 1997Chief Designer, Illinois Main Street Program McClier, Chicago, Illinois (later Austin/AECOM)1997 - 2006 Project Architect, Preservation Group Harboe Architects, PC, Chicago, Illinois2006 - 2009 Project Architect Harboe Architects is an award-winning preservation fi rm with expertise on exterior façade restoration, historic structure reports, adaptive re-use, tax credit consulting, and preservation consulting. Project types include commercial and residential buildings and institutional facilities spanning from early Chicago skyscrapers to Frank Lloyd Wright designs to mid-20th century modernist landmarks. Responsible for entire projects from conception through completion including extensive interaction with clients, consultants and contractors. Douglas Gilbert Architect, Inc., Oak Park, IllinoisFounded 2010 Douglas Gilbert is an award winning architect with over 25 years experience in preserving and restoring historic architecture. His practice focuses on residential restoration and additions, small commercial renovation, building assessments, historic structure reports, adaptive re-use, tax credit consulting, National Register nominations, and preservation consulting. His expertise includes buildings of the Prairie and Chicago Styles, 20th century modern architecture, preservation design review, “Main Street” commercial design and revitalization, building assessments and historic research. 220 South Maple Avenue #41Oak Park, Illinois 60302 708.660.1749 cell: 708.822.7794 dgilbertarchitect@att.net www.dgilbertarchitect.com University of Illinois at Urbana-Champaign Master of Architecture, May 1994Preservation Option University of Illinois at Urbana-Champaign Bachelor of Science in Architectural Studies, May 1992Study Abroad Program, Versailles, France, 1990/91 The McClier Preservation Group was a nationally recognized preservation team with project types including commercial and institutional buildings. Responsible for design, documentation and detailing requiring significant interaction with clients, consultants and contractors. Illinois Main Street provides design assistance to downtown commercial building owners within statewide communities participating in the Main Street program. Services included façade design and restoration, design training, and fi nancial incentive consultation. Responsibilities also included Federal Tax Credit program reviews, federal and state preservation compliance reviews, as well as general preservation outreach throughout the State of Illinois. LAKOTA 14 Douglas Gilbert Architect, Inc.Page 2 Selected Projects Madison, Indiana Architectural Survey Client: City of Madison Location: Madison, Indiana Project Team: Lakota Group, Douglas Gilbert Architect, Ruskin ARC Historic and architectural survey of over 2,000 properties. Survey work includ- ed fi eld documentation to update its inventory of historic buildings. Madison is a National Historic Landmark District and the survey included architecture rang-ing from the early-19th century through the mid-20th century, including Federal, Greek Revival and Italiante style houses and commercial buildings. Year Completed: 2022 Lombard Architectural Surveys Client: Village of Lombard Location: Lombard, Illinois Historic and architectural surveys of architecturaly signifi cant properties. Sur- vey work included historic research and fi eld documentation. Lombard is a his-toric west-suburban community and the surveys included architecture ranging from the mid-19th century through the mid-20th century. Year Completed: 2014, 2015, 2016 Evanston Historic Landmarks Survey Client: City of Evanston Location: Evanston, IllinoisProject Team: Lakota Group, Douglas Gilbert Architect, Bailey Edwards Design, PlaceVision Historic and architectural survey of over 400 Evanston Historic Landmark properties. Survey work included historic research and fi eld documentation to update its inventory of historic landmarks. Evanston is a historic north-subur-ban community and the survey included architecture ranging from the mid-19th century through the mid-20th century. Year Completed: 2015 McCormick Rowhouse Consulting Client: Seminary Townhouse Association Location: Chicago, Illinois Preservation compliance review for a homeowners association that manages a rowhouse complex built as the McCormick Theological Seminary in the 1880s. The complex is a Chicago Landmark District and several townhomes have facade easements. Projects reviewed include exterior alterations and additions. A revision of the window guidelines was completed in 2021. Revisions to the main guidelines were completed in 2022. Year Completed: 2020 - present Barrington Preservation Review ConsultingClient: Village of Barrington Location: Barrington, Illinois Preservation compliance review for the Architecture Review Committee that oversees design review in the Barrington Historic District. Projects reviewed include exterior alterations and additions. Work also includes advice on changes to the review guidelines and permitted substitute materials. Year Completed: 2021 - present 15CITY OF BOZEMAN, MT Douglas Gilbert Architect, Inc.Page 3 Selected Projects Casseday House Historic Assessment & HABS Documentation Client: Bluestone DevelopmentLocation: Joliet, Illinois Historic assessment and HABS documentation of an 1851 stone house, one of the earliest in Joliet. Documentation included fl oor plans, photographs and a written description and history. Year Completed: 2020 490 Cherry Street Historical & Architectural Impact Study Client: Newgard Custom Homes Location: Winnetka, Illinois Historic assessment and and evaluation of an 1922 Georgian style house de-signed by Robert Seyfarth. The HAIS report is a requirement by the Winnetka Preservation Commission as part of a demolition request. The report assessed the historical and architectural signifi cance of the house, family and architect. Year Completed: 2021 Nisqually Earthquake Repairs Client: Federal Emergency Management Agency Location: Seattle and Olympia, WashingtonFirm: McClier Federal preservation compliance review for FEMA funded repairs to historic properties damaged by the 2001 Nisqually Earthquake. Projects reviewed include buildings at the State Capitol Campus in Olympia, Fort Lewis Military Base and masonry commercial structures in Seattle’s Pioneer Square Historic District. Year Completed: 2002-04 Illinois Railway Museum Visitors Center Client: Illinois Railway Museum Location: Union, IllinoisProject Team: Larson & Darby, Douglas Gilbert Architect Facade design for a planned new visitors center. One elevation is designed to look like a traditional Midwestern street dating from 1958. The storefronts will incorporate traditional “Main Street” elements such as brick, stone, sheet metal and materials salvaged from historic buildings. Year Completed: 2016 Rockford Indoor City Market Client: Rock River Development Partnership Location: Rockford, Illinois Project Team: Larson & Darby, Douglas Gilbert Architect Preservation and tax credit consulting for an award-winning rehabilitation of two early 20th century commercial storefront buildings in downtown Rockford. The buildings were restored and converted into a year-round, indoor farmers marketplace. The scope of work included consulting on the recreation of the historic storefronts and the reconstruction on one of the masonry facades. Year Completed: 2019 LAKOTA 16 EXPERIENCE Relevant Planning Experience Sample Design Guidelines Our Allies 17CITY OF BOZEMAN, MT Lakota Group Preservation Planning Portfolio ARKANSAS (AR) » » » » HAWAII (HI) » IDAHO (ID) » ILLINOIS (IL) » » » » » Central East-Central Avenue-Deerfield Road; (2) Sunset Terrace; (3) Northeast »Joliet, IL - Designated Historic Properties Survey; » » » » » »Springfield, IL - Downtown NR Nomination » » INDIANA (IN) » IOWA (IA) » KANSAS (KS) » MARYLAND (MD) » MISSOURI (MO) » MONTANA (MT) » NEW YORK (NY) » » PENNSYLVANIA (PA) » TENNESSEE (TN) » TEXAS (TX) » » » » » » WISCONSIN (WI) » PRESERVING COMMUNITIES IN 16+ STATES & MORE 19CITY OF BOZEMAN, MT PLANNING COMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN MacArthur Park Historic District Design Guidelines identity shaped by its early military significance and subsequent cultural STATISTICS REFERENCE PLANNING COMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN Van Buren Historic District Design Guidelines STATISTICS REFERENCE LAKOTA 20 PLANNINGCOMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN MacArthur Park Historic District Design Guidelines identity shaped by its early military significance and subsequent cultural STATISTICS REFERENCE PLANNING COMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN Van Buren Historic District Design Guidelines STATISTICS REFERENCE 21CITY OF BOZEMAN, MT PLANNING COMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN Eureka Springs Historic District Design Guidelines reflects its legacy as a Victorian-era health spa, where resorts catered to While Victorian-era design shaped Eureka Springs’ identity, it also presents STATISTICS REFERENCE (479) 340-0865 LAKOTA 22 PLANNING COMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN Joliet Historic Design Guidelines Manual The City of Joliet is distinguished by its rich history, historic architecture, and strong neighborhoods - a heritage linked to the stone and steel industries that powered Joliet’s economy for over a century. Joliet’s historic architecture, much of it built with the same stone and steel, reflects the city’s rich history and contributes significantly to its character and identity. The City of Joliet engaged The Lakota Group to prepare design guidelines for its locally designated Landmarks and Historic Districts, including residential, commercial, institutional, and industrial properties. The Guidelines Manual provides an overview of Joliet’s historic resources and outlines proper procedures for material maintenance and preservation, as well as best practices for additions and new construction. The Guidelines will serve as a resource for the Joliet Historic Preservation Commission and City staff, as well as an educational tool for owners of historic properties. STATISTICS Start Date: January 2021 Completed: July 2022 REFERENCE Jayne Bernhard, City Planner Planning Division City of Joliet (815) 724-4052 jbernhard@joliet.gov JOLIET, IL 23CITY OF BOZEMAN, MT PLANNING COMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN Anaconda-Deer Lodge County Historic Preservation Plan and Design Guidelines STATISTICS REFERENCE LAKOTA 24 PLANNING COMMUNITY ENGAGEMENTHISTORIC PRESERVATIONLANDSCAPE ARCHITECTUREURBAN DESIGN Sandpoint Arts, Culture, and Historic Preservation Plan The City of Sandpoint initiated a planning process to create its first Arts, Culture and Historic Preservation Plan. The City engaged Lakota Group and Surale Phillips to conduct a citywide cultural arts assessment, assess the City’s historic preservation program and policies, establish historic contexts for the City, make recommendations and set goals for arts, culture, and historic preservation. As with other City planning projects, community engagement is at the heart of the project. The Arts, Culture and Historic Preservation Plan put forth a compelling vision and programming priorities to guide local actions and partnerships. For the City of Sandpoint, the Plan serves to justify decision-making on allocating resources to preservation and arts initiatives. For the broader community — local businesses, property owners, preservationists, and arts enthusiasts — the Plan serves as a resource for stimulating new ideas and ways of thinking on collaborations that can achieve a stronger community historic preservation ethic and a vibrant arts and culture scene. The Plan provides the spark for imagination and creativity to make Sandpoint a compelling destination for heritage and the arts. STATISTICS Start Date: June 2020 Completed: February 2021 REFERENCE Jennifer Stapleton, City Administrator City of Sandpoint, Idaho (208) 265-1483 SANDPOINT, ID 25CITY OF BOZEMAN, MT Sample Design Guidelines Multi-Pane Double-Hung Windows Double-Hung Windows DEFINING CHARACTERISTICS Defining CHARACTERISTICS A G B C D E H F J K I KL |DeKalb Design Guidelines |Dekalb Design Guidelines A E B C D F G I J K H LAKOTA 26 G H I J K L E D F A B C Multi-Pane Double-Hung Windows Paned Double-Hung Windows DEFINING CHARACTERISTICS Defining CHARACTERISTICS |Dekalb Design Guidelines |Dekalb Design Guidelines A E C F G H I J B B D Multi-Pane Double-Hung Windows Defining CHARACTERISTICS 27CITY OF BOZEMAN, MT Side & Rear Parking Bike Rack Sidewalk (6’-8’) Protect Existing Trees Undisturbed ExistingVegetation Landscape Buffer & Stormwater Management Setback (6’-8’ / average) Parking Entrance / Reduced Curb-cuts Pedestrian Crosswalk Main Entrance Paving Principal Facade Site Circulation Sidewalk (6’-8’) Parkway (~ 7’) |San Antonio Mission District Design Guidelines |San Antonio Mission District Design Guidelines Gravel Bed Subgrade Soil & Composite Permeable Pavers Drainage System Overall System Connected Bioswale Drainage System Permeable Pavement Undisturbed Existing Vegetation Natural Topography Stormwater Drainage System Bioswale System Native Planting Soil Filter Mix Gravel bed Subgrade Soil & Composite LAKOTA 28 |Peoria Avenue Bus Rapid Transit Guidelines |City of Hobart Design Guidelines Plaza / Courtyard Street level frontage of mixed-use projects is developed with levels of pedestrian-oriented uses such as plazas and parks.Enhanced Streetscape Broad / Wide Sidewalks Wide (8’-12’) sidewalks support the pedestrian traffic. Placemaking Identification signage and The development in the top diagram creates a focal point at the end of the street, with an entrance centered along the intersecting road. The development in the bottom photo does not create the same level of interest, and is not oriented to address the intersecting street. The development in the top diagram engages the street corner with parking located behind thing building, while the development in the bottom diagram has parking fronting the buildings at the corner. 29CITY OF BOZEMAN, MT DDOOUUGGLLAASS GGIILLBBEERRTT AARRCCHHIITTEECCTT,, IINNCC 220 South Maple Avenue #41/Oak Park, Illinois 60302/708.660.1749/dgilbertarchitect@att.net Project: Little Rock Design Guidelines Consulting Project Type: Design Guidelines Client City of Little Rock, AR (Consultant to Lakota Group) Project Duration: 2024 The City of Little Rock’s Historic District Commission oversaw a revised set of design guidelines for its MacArthur Park Historic District. MacArthur Park is a historically designated neighborhood built primarily in the late 19th and early 20th centuries and has 169 contributing structures. The architecture of the district includes Greek Revival, Italianate, Queen Anne, Craftsmen and Colonial Revival styles. An emphasis on the revised guidelines was for environmentally sustainable materials and resources, and sections on natural disaster preparedness and response. Gilbert developed most of the text for Section 6: Weatherization, Energy Efficiency & Disaster Preparedness. Douglas Gilbert Architect was a consultant to the Lakota Group, which was the lead on the project for the City of Little Rock. Douglas Gilbert provided research and text for the guidelines focusing on issues such as weatherization, sustainable and environmentally friendly materials, and preparing and responding to natural disasters. The guideline sections on these topics included some comparisons of materials, green roofs, solar panels, flooding and wind storms and extreme rainfall events. The text included recommend and required approaches. The draft guidelines were reviewed by city staff and the Historic District Commission. A final set of the guidelines were completed in late 2024 and delivered to the city for final adoption. LAKOTA 30 DDOOUUGGLLAASS GGIILLBBEERRTT AARRCCHHIITTEECCTT,, IINNCC 220 South Maple Avenue #41/Oak Park, Illinois 60302/708.660.1749/dgilbertarchitect@att.net Project: Madison, Indiana Historic District Survey Project Type: Resource Survey Client City of Madison Project Duration: 2021-22 The City of Madison is a historic Ohio River town in southeastern Indiana. It flourished in the mid and late nineteenth century during the riverboat era. The city faced economic stagnation in the early 20th century and its collection of architectural styles was largely preserved. The city is filled with early and mid-nineteenth century Federal and Greek Revival style architecture. Many of those early buildings were “modernized” with Italianate style details in the 1870s and ‘80s. Other commonly found styles include Gothic Revival, Arts & Crafts, and the 20th Century Commercial style. There is also a significant variety of vernacular building types, like the shotgun house, 1/3 and 2/3 double pile houses, bungalows and I houses. The African-American Georgetown neighborhood was a center of Underground Railroad activity in the 1840s. The historic district encompasses hundreds of commercial and residential blocks and over 2,000 buildings. It is a National Historic Landmark District and a local historic district has slightly larger boundaries. This project was an architectural survey of all properties within the national and local historic districts. Douglas Gilbert participated on the team by surveying a third of the properties, as well as editing the survey for style consistency. The survey work was done electronically on an iPad in a database software. The city will use the survey in its design review process and it will be available to the public. The survey team was led by the Lakota Group with Ruskin ARC providing the survey database. 31CITY OF BOZEMAN, MT Our Allies MacArthur Park Historic District DesignGuidelines (Little Rock, Arkansas) (501) 371-4789 Van Buren Historic District Design Guidelines (Van Buren, Arkansas) (479) 471-5006 Anaconda-Deer Lodge County Historic Preservation Plan and Design Guidelines (Anaconda, Montana) Joliet Historic Design Guidelines Manual (Joliet, Illinois) (815) 724-4052 Eureka Springs Historic District Design Guidelines (Eureka Springs, Arkansas) (479) 340-0865 LAKOTA 32 PROJECT WORK PLAN AND SCHEDULE LAKOTA 34 - including its residential, commercial, institutional, and industrial properties - is a priority for the community. Comprehensive Update of the Design Guidelines for Historic Preservation and the Neighborhood Conservation Overlay District (“Design Guidelines”) will utilize current best Overlay District (“NCD”) consistent with principles out-lined in the preser-vation code and policy recommendations resulting from Bozeman Historic Preservation Policy & Local Landmark Program architectural feature preservation and repair, additions and infill Design Guidelines Objectives • Architectural and Historical Character. • Consistency: must also ensure that new infill is compatible with adjacent • Material Conservation and Maintenance: • Written and Graphic Information: • Predictability: Create a well-defined, focused, and accessible design guidelines document using non-technical language each step of its respective approval process(es) smoothly. • Sustainable Design: Incorporate green building and low- • Compatibility: • Flexibility: approaches to ensure that design will reflect evolving community values and expectations and influence the ways and Historic Preservation ordinance (Code. § 38.340) and is a community’s cultural and architectural heritage for the benefit of is an imperative need for user-friendly, consistent, and effective constructive, and flexible way for local property owners. It should Project Work Plan 35CITY OF BOZEMAN, MT Design Guidelines Approach Secretary of the Interior’s Standards for the Treatment of Historic Buildings and Standards for Rehabilitation. and procedures related to the Certificate of Appropriateness appropriate building and property alterations, additions specific to determined property types, and infill development in relation to historic character-defining building forms, architectural styles, existing non-contributing properties. It is also important to and regulatory tools to identify potential conflicts between those Historic Preservation Policy & Local Landmark Program. and characteristics, key definitions, and applicable reference Design Guidelines Format in a logical and user-friendly manner that is easy to understand preservation program, reflective of the unique characteristics and brand will be used in all project-related messaging and graphics to give the project a consistent, high-quality design. Community Engagement public engagement effort will help build the trust, confidence so that the revised design guidelines reflect strong stakeholder significantly. Therefore, our Team’s collective experience of identified and understood early on before the process begins in • Project Website: used to post project updates, draft and final documents, • Social Media • Pinterest Bulletin Board: • Open House Exhibition: speaker-workshop format, the Lakota Team can create a • Public Relations and Branding: public while conveying the significance of the project. Project Management LAKOTA 36 be the day-to-day project manager. Lakota will manage all project billing and accounting on behalf of the Team. Lakota has a full- • Lakota Group (Team) • City of Bozeman web-based tools to establish to-do task lists, develop schedules, To achieve the goals outlined in the Request for Qualifications, recognizes that modifications and refinements to this proposed 2.3: Schedule following work program. Our Team recognizes that refinements PHASE 1: PROJECT INITIATION, REVIEW AND COMMUNITY ENGAGEMENT (SEPTEMBER 2025– APRIL 2026) Task 1.1: Project Kick-Off Meeting (Video Conference Call; Meeting #1) Task 1.2: Background Information Review Task 1.3: Historic Resource Inventory Review The Lakota Team will review City-supplied survey and inventory changes and alterations that have gained significance over time District (NCD). In addition, the Team will assess the type and amount of new infill construction within the historic districts and Task 1.4: Project Website and Community Engagement Plan Task 1.5: Field Documentation (Visit #1) The Lakota Team will undertake a field review and documentation Task 1.6: Historic Preservation Focus Groups (Visit #1, Meeting #Multiple) Task 1.7: Information Meetings (Visit #1, Meetings #3, #4) During its initial field visit, the Lakota Team will conduct up Task 1.8: Issues and Outline/Community Engagement Memorandum (Deliverable #1) Based upon the field observations, review of background and new development and infill issues, highlighting key design specific property types. The outline will include information and 37CITY OF BOZEMAN, MT Task 1.9: City-Team Check-In Call (Video Conference Call, Meeting #5) The Lakota Team will conduct a check-in call with the City, the PHASE 2: DRAFT AND FINAL DOCUMENTS (MAY - SEPTEMBER 2026) Task 2.1: Draft Design Guidelines Document (Deliverable #2) forms, materials, and architectural elements significant to historic contributing and non-contributing properties in conformance with sketches, and line drawings will be used to illustrate significant • Term Glossary / Definitions Document, Benefits of Historic Preservation, Preservation • Pattern Book of Illustrations for Additions and Infill • Guidelines for Low-Impact Development and Sustainable • Guidelines for Weatherization and Energy Efficiency • Task 2.2: City-Team Check-In Call (Video Conference Call, Meeting #6) The Lakota Team will conduct a check-in call with the City, Task 2.3: Community Engagement and Online Survey (Visit #2, Meeting #7) During its initial field visit, the Lakota Team will meet with the project website for 1-3 weeks. Task 2.4: Second Draft Design Guidelines Document (Deliverable #3) Task 2.5: Review Meeting (Video Meeting or Conference Call; Meeting #8) Task 2.6: Final Draft Design Guidelines Document (Deliverable #4) the Task 2.5 check-in meeting. The document will be posted to the Task 2.7: Final Design Guidelines Presentation (In-Person or Video Conference Call (Meeting #9) LAKOTA 38 Project Schedule TASK 2.1: DRAFT DESIGN GUIDELINES DOCUMENT (DELIVERABLE #2)June 2026 PROJECT START PROJECT ENDSEPTEMBER 2025TASK 1.1: PROJECTKICK-OFF MEETINGSeptember 2025 TASK 2.2: CITY- TEAM CHECK-IN CALLEnd of June 2026 TASK 2.6: FINAL DRAFT DESIGN GUIDELINES DOCUMENT (DELIVERABLE #4) September 2026 TASK 2.4: SECOND DRAFT DESIGN GUIDELINES DOCUMENT (DELIVERABLE #3)August 2026 TASK 2.7: FINAL DESIGN GUIDELINES PRESENTATION MEETING September 2026 TASK 2.5: REVIEW MEETING (VIDEO MEETING OR CONFERENCE CALLAugust 2026 TASK 1.8: ISSUES AND OUTLINE/ COMMUNITY ENGAGEMENT MEMORANDUM (DELIVERABLE #1) March/April 2026 TASK 1.4:PROJECT WEBSITE + COMMUNITY ENGAGEMENT PLAN TASK 1.2: BACKGROUND INFORMATION REVIEW October/December 2025 TASK 1.9: CITY-TEAM CHECK-IN CALL April 2026 Please note, this illustrates a proposed timeline that may be subject to change and refinement based on projects goals and TASK 1.3: HISTORIC RESOURCES INVENTORY REVIEWOctober/December 2025 TASK 1.5: FIELD DOCUMENTATION+ TASK 1.6: HISTORIC PRESERVATION FOCUS GROUPs + TASK 1.7: INFORMATION MEETINGS February 2026 TASK 2.3: COMMUNITY ENGAGEMENT AND ONLINE SURVEY (VISIT #2) July 2026 39CITY OF LITTLE ROCK, AR LAKOTA 40 COST PROPOSAL WWoorrkk SSccooppee//TTaasskkss//HHoouurrss//FFeeeessLLAAKKOOTTAA SSeenniioorr VVPPLLAAKKOOTTAA DDiirreeccttoorrLLAAKKOOTTAA SSRR AAssssoocciiaatteeDDoouuggllaass GGiillbbeerrtt,, PPrriinncciippaallPhase 1: Project Initiation, Review and Community EngagementTask 1.1.Project Kick-Off Meeting 1111Task 1.2: Background Information Review010150Task 1.3: Historic Resource Inventory Review06105Task 1.4: Project Website and Community Engagement Plan5220Task 1.5: Field Documentation4480Task 1.6: Historic Preservation Focus Groups1616160Task 1.7: Information Meetings4440Task 1.8: Issues and Outline/Community Engagement Plan4440Task 1.9: City Team Check-In Call1111SSuubbttoottaall HHoouurrss33554488661177SSuubbttoottaall FFeeeess$$44,,220000$$33,,660000$$44,,557755..0000$$552255..0000TToottaall PPhhaassee bbyy FFiirrmm$$552255TToottaall PPhhaassee 11:: PPhhaassee 22:: DDrraafftt aanndd FFiinnaall DDooccuummeennttssTask 2.1: Draft Design Guidelines Document8303010Task 2.2: City Team Check-In Call1111Task 2.3: Community Engagement and Online Survey1616160Task 2.4: Second Draft Design Guidelines Document8888Task 2.5: Review Meeting1111Task 2.6: Final Draft Design Guidelines Document8888Task 2.7: Final Design Guidelines Presentation1111SSuubbttoottaall HHoouurrss4433665566552299SSuubbttoottaall FFeeeess$$55,,116600$$44,,887755$$44,,887755$$22,,117755TToottaall PPhhaassee bbyy FFiirrmm$$22,,117755TToottaall PPhhaassee 2277881111331122663366$9,360$8,475$9,450$2,700TTOOTTAALL PPRROOJJEECCTT FFEEEESSTTOOTTAALL CCOOSSTT SSttaaffff CCaatteeggoorriieessA. Senior Vice PresidentProject Fee Total =B. DirectorC. Senior AssociateTotal Project Budget =D. Principal$$1122,,337755$$1122,,990000$$1144,,991100$$1177,,008855$$2299,,998855$$2299,,998855$75.00$120.00$75.00$75.00PPRROOJJEECCTT TTEEAAMMBozeman Guidelines for Historic Preservation & NCODFriday, August 22, 2025LAKOTA 42 43CITY OF BOZEMAN, MT