HomeMy WebLinkAboutApprove the Mayor's signature on a Certified Local Government Grant Application for State Historic OfficeCommission Memorandum
Report compiled on February 22, 2012
REPORT TO: Honorable Mayor & City Commission
FROM: Courtney Kramer, Historic Preservation Officer
Tim McHarg, Planning Director
SUBJECT: Bozeman Certified Local Government Grant Application for 2012-2013
MEETING DATE: February 27, 2012
AGENDA ITEM TYPE: Consent
RECOMMENDATION: That the City Commission approve the Mayor’s signature on Bozeman’s
Certified Local Government Grant Application for 2012-2013.
BACKGROUND: This is a consent item for the Mayor’s signature on the Bozeman Certified Local
Government Grant Application for 2012-2013. The grant award is $5,500 and requires a $1-to-$1 match.
The $5,500 funds a portion of the City Historic Preservation Officer’s salary, as well as gives financial
resources to preservation outreach and education events like seminars, walking tours, survey updates and
the annual “Excellence in Historic Preservation Awards”.
As an agreement of the contract, historic preservation planning staff submits a report every six months to
the SHPO, detailing activities the Historic Preservation Board has sponsored and the funds used for those
activities.
FISCAL EFFECTS: The Department of Planning, which manages the Bozeman Historic Preservation
Officer, is not aware of any unresolved issues for the proposed development at this time.
ALTERNATIVES: As suggested by the City Commission.
Attachments: CLG Grant Application, Bozeman Historic Preservation Advisory Board roster,
minutes from BHPAB meeting in which grant application was discussed and
recommended for approval.
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Memorandum
To: Historic Preservation Officers
From: Kate Hampton, CLG Coordinator
Sonia Powell, Preservation Grants Administrator
Date: January 12, 2011
Re: CLG Grant Application for 2011-2012
For this grant cycle, we will testing a new reporting/reimbursement cycle to help reduce some of the
reporting requirements and to provide a better system for summarizing CLG activities for the National Park
Service. Reports will be due semi-annually, instead of quarterly. A six-month interim progress report and a
final report format will be forwarded to you with your contract. Please note the corresponding change in the
schedule below.
Note: Quarterly requests for reimbursement, not to exceed $1,375, can continue to be submitted, as long
there is sufficient cash and in-kind match for the amount requested (40% of the total federal and non-federal
share). Please remember to also provide sufficient documentation to determine the allowability of the
charges reimbursed, including pay stubs, invoices, or other supporting documents.
Requests to reimburse the full amount of funding ($5,500) can be submitted after the six-month progress
report has been approved, as long as sufficient cash and in-kind match has been documented.
2012-2013 Schedule – Dates to Remember
26 Jan 2012 Announcement of Funds
8 Mar 2012 CLG Proposals Due
15 Mar 2012 SHPO Mails CLG Agreements for Signatures
30 Mar 2012 Both Signed Agreements to SHPO
01 Apr 2012 12-Month Funding Cycle Begins
30 Sep 2012 Six-Month Progress Report & Request for Reimbursement due w/n 30 days
31 Mar 2013 Funding Cycle Ends, Final Progress Report & Request for Reimbursement due w/n 30
days
Grant for 2012-2013:
As of today, the US Congress has not appropriated this federal fiscal year’s budget. We anticipate amounts
of $5,500 for CLGs with half-time staff and $1,500 for CLGs with less than half-time staff. However, until
the US Congress has finalized the appropriation, the CLG grants are subject to increase or decrease.
Enclosed you will find the annual grant application that MT SHPO offers for certified CLGs.
CLG Program Grant Application Due: Thursday, March 8, 2012
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CLG Application Notes and CLG Reminders:
1. Remember annual CLG training is required. At least one person from the CLG must attend.
2. The state mileage rate has increased slightly to 55 cents per mile. Lodging continues to be reimbursed
at the rate of $70.00 per night plus taxes (may vary by location, check with Kristen for rates).
3. Please attach a list of the historic preservation board members, professional discipline or citizen
membership, term (year ending) and contact information (include email addresses if available).
4. Please continue submitting your meeting minutes with your progress reports. They have been very
helpful. No agendas are necessary.
5. In the Scope of Work, please tie your tasks to your local government’s and/or historic preservation
commission’s Preservation Plan. If not, please explain why.
6. Consider applying for Preserve America Community designation.
7. Consider looking to other state and federal grants to supplement your program. Remember, the SHPO
CLG grant cannot be used as federal match, or vice versa.
Annual CLG Program Funding
We anticipate 16 Montana communities enrolling in the CLG program this grant cycle. Each year, we are
required by the National Park Service to pass-through at least 10% of our annual funding to CLGs. This
coming year, we anticipate allocating $88,000 to the CLGs ($5,500 to each community). Investment in the
CLG program is not only a wise use of our funds but crucial to preservation efforts in our state, and we will
continue to look for opportunities to increase CLG funding.
We stress public outreach in the CLG program. Please continue your outreach programs and develop new
ones to involve all ages in your community. Consider hosting a community roundtable to announce
progress, events, and awards for your local historical and cultural groups, local government officials, and
the public.
Please provide a copy of this correspondence to your CLG Board or Commission for their review
and assistance. The application form requires a copy of your meeting minutes that confirm your
application was discussed and approved by the Board/Commission.
Guidelines for 2012-2013 CLG Grant Eligibility
CLG guidelines include the following:
1. CLG program grants must be matched on at least a 60/40 basis, cash and/or in-kind.
2. To qualify for the maximum 12-month funding level – $5,500 – CLGs must have a Historic Preservation
Officer working at least 80 hours per month, and the local historic preservation program must have an
established address, telephone number, and message retrieval system. (Hours may not be carried
forward or back into another month.)
3. Maximum grant amount of $5,500 can be used towards salaries or operating costs. Minimum match is
$3,667, and match above minimum is always appreciated. CLGs without a part-time Preservation
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Officer are eligible to apply for up to $1,500 for travel, training, and general operational costs. Minimum
match is $1,000.
4. CLGs must submit a Six-Month Progress Report and a Final Report, including meeting minutes, and
Request for Reimbursement that meet reporting requirements and are delivered on-time.
5. Unspent CLG funds revert to SHPO. Reverting funds may jeopardize the CLG’s future funding.
For more guidance on administering CLG funds in Montana, please refer to the Montana Certified Local
Government Manual, http://www.montanahistoricalsociety.org/shpo/clgmanual.asp, as well as the NPS
Historic Preservation Fund Grants Manual, http://www.nps.gov/history/HPS/hpg/HPF/HPF_Manual.htm
If you have any questions regarding this application, please contact us:
CLG Financial Inquiries: CLG Program Inquiries:
Krieten Moyle Kate Hampton
406-444-7768 406-444-7742
kmoyle@mt.gov khampton@mt.gov
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Certified Local Government
Grant Application
April 1, 2012 to March 31, 2013
Application Deadline
March 8, 2012
Montana State Historic Preservation Office
PO Box 201202
Helena, MT 59620-1202
(406) 444-7715
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2012-2013 GRANT APPLICATION
CERTIFIED LOCAL GOVERNMENT PROGRAM
Certified Local Government: City of Bozeman, Montana
Address: PO Box 1230, Bozeman, MT 59771-1230
Contact Person: Courtney Kramer, Historic Preservation Officer
Period of Grant Request: April 1, 2012 to March 31, 2013
Scope of Work: The National Park Service asks we grant funds to CLGs for kinds and levels of work that
reflect increasing sophistication, skills, and roles by the Preservation Officers, in other words, tasks that
reflect improvement in community thinking. For this section, please itemize regular work duties (not
including special projects) – products or projects starting or completing, meetings to be attended, etc., and
more specifically, ways in which the local program will grow and develop. Please tie your tasks to your
community’s Preservation Plan. If not, please explain.
( X Check if Scope of Work is continued on additional pages.)
The City of Bozeman has no Preservation Plan at this time. In lieu of a specific document, the Historic
Preservation Officer (HPO) relies upon three documents to guide the work agenda for the program:
- Bozeman Unified Development Code, Chapter 38, Article 16 “Neighborhood Conservation Overlay District”
(NCOD), which outlines the process and standards for issuance of Certificate of Appropriateness (COA)
approval within the NCOD zoning designation.
- Bylaws for the Bozeman Historic Preservation Advisory Board (BHPAB)
- Bozeman Community Growth Policy, Chapter 5 “Historic Preservation”
Each of these documents focuses the HPO’s attention upon preservation of identified historic properties through
design review, partnership with the BHPAB to conduct education and outreach to the community about historic
preservation and general partnerships with other cultural-resource related agencies within the community. This
approach to historic preservation has been in place in Bozeman for over 20 years.
The design review component of the program is accomplished through the NCOD, which requires a COA prior
to any major alteration of a structure within the zoning designation. The COA process relies heavily upon the 1984
Montana Architectural and Historical Inventory, which identified and designated properties with historic significance.
The Planning Department identified deficiencies in the 30-year old data set over a decade ago; things like application
of the word “intrusive” to properties, failure to recognize the historic significance of mid-century architecture and the
lack of recognition for properties which have been restored or rehabilitated in the 30-year interim all combine to
create an Inventory detrimental to the actual preservation of historic properties.
As the COA process is hinged upon the Inventory’s declaration of a property’s historic significance, the
rehabilitation of properties within the NCOD is frequently frustrated by the need to update or reevaluate an
Inventory prior to proceeding with COA application review. Projects which should sail through the Planning
Department in two weeks require a six week review period, thus giving “historic preservation” a poor reputation
within the community. The most recent estimate for a professional re-survey of the entire NCOD exceeded $300,000
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and despite numerous grant applications, the Planning Department has been unsuccessful in finding funding to
update the entire inventory.
For example, in the spring and summer of 2010 the Planning Department worked with three interns to input
the 1984 data into a GIS layer for the City of Bozeman. Nicknamed “the dots project,” property was color coded with
a dot on the GIS map to indicate the 1984 status; contributing, non-contributing, intrusive, neutral, or missing an
inventory. The result was a very visual representation of properties deemed historically significant in Bozeman in
1984.
In 2011, in recognition of the issues created by the inadequate 1984 Inventory, the BHPAB chose to re-
inventory a portion of North Church Avenue; an area widely believed to have acquired historic significance due to a
high number of residential restorations and rehabilitations since 1984. The re-inventory work was completed by
BHPAB volunteers with some professional background in historic preservation and the data set revealed a number of
interesting statistics about the historic significance of the North Church potential historic district:
- How many of the previously non contributing or intrusive properties are now historic?
o And why? Restoration/ rehabilitation or due to age?
- Does the number of contributing properties in the geographical boundary reveal a potential historic district?
- Where are the limits of the potential historic district?
- Should we continue to do COAs/ historic preservation of areas outside of the geographical boundary of the
potential district?
In lieu of updating the entire Inventory in order to continue the program as it has operated for the past two
decades, the Planning Department began working with graduate students in the Masters of Public Administration
program at Montana State University in the spring of 2012 to evaluate the program. The students will complete a
review of the entire preservation program, including the NCOD and COA processes, the BHPAB’s role in education,
outreach and project review and the partnerships with various other agencies related to cultural resource
management throughout Bozeman and Gallatin County. Stakeholders like the Pioneer Museum, Museum of the
Rockies, Gallatin County Historic Preservation Board and various owners in the NCOD will participate in the
programmatic review.
The programmatic review will conclude with evaluations of the current program’s effectiveness,
identification of gaps in preservation-related programming in Bozeman and suggestions and next steps for improving
Bozeman’s preservation program. The review should conclude near the end of the Spring 2012 semester (May 2012),
and it is possible some of the graduate students will take up internships or independent studies through the summer
or fall to complete the work or expand upon certain points. In the meantime, the HPO will continue to process COA
applications; we anticipate about 200 applications during the 2012-2013 grant cycle.
Partnership and collaboration with the BHPAB takes a majority of the HPO’s time. Though turnover of board
members has occurred, the volunteer membership of the BHPAB should be applauded for their participation in the
program, continued involvement in preservation in the community and the energy they continue to bring to the
program. At this time, a number of BHPAB members have a professional background in historic preservation,
planning, law, architectural history or historic construction techniques. As usual, there is a nice energy at Board
meetings and a continued drive to evolve the program and put on good events and outreach.
In the past, however, uncertainty and frustration arose between board members themselves and the
relationship between the BHPAB and the Planning Department’s COA process. The BHPAB is devided into two
committees, “Planning and Policy” which focuses on working with the Planning Department to address and
participate in planning review projects around town; and “Education and Outreach”, which focuses on putting on
educational events and outreach initiatives to discuss historic preservation and public history in the community. The
preservation program review will evaluate the relationship of both of those committees to the BHPAB’s purpose as a
whole (which the BHPAB bylaws make almost all-encompassing), and the relationship with the Planning Department.
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Collaboration between the HPO and the Preservation Board will continue as normal as the program
evaluation occurs. The HPO will attend one main BHPAB meeting per month, and each subcommittee meeting each
month, for a total of three meetings per month. The BHPAB identified their primary goals and initiatives for the 2012-
2013 cycle, which the HPO will be the primary point of contact for, as follows:
• Planning and Policy
o Attend one Planning and Policy committee meeting per month
o Finish a revised Tax Abatement for Historic Preservation Ordinance
o Begin work on a program to designate and protect historic signage
o Participate in Preservation program review
o Work on a demolition by neglect/ property maintenance initiative
• Education and Outreach
o Attend one Education and outreach committee meeting per month
o Plan “Preservation Days” in May, to include:
Excellence in Historic Preservation Awards
A walking tour of the north east neighborhood by a former board member
A seminar for members of the public to discuss how to research your home’s history
o Plan fall Education and Outreach events
Design charette in partnership with MSU School of Architecture and either American Bank,
who owns the Story Mill, or First Interstate Bank, which owns the Armory
Cemetery Tour in October
o Updating of all communication mediums; move things like walking tours, contact information, etc. to
a digital format. Include QR codes linked to the Preservation Board website.
In addition to handling the design review component of the program and working with the BHPAB on
education and outreach, the HPO will work on various other preservation-related projects, including:
• Management of preservation-related grants
o Save America’s Treasures $150,000 grant for downtown Bozeman.
o CLG Grant and semi-annual reporting
o New grant applications, specifically geared for development of digital, downloadable walking tours
for heritage tourism development
• Proactive planning for threatened historic properties
o Armory: working with First Interstate Bank to find an appropriate adaptive reuse for the structure,
identifying potential financing incentives for reuse of the building
o Story Mill: working with American Bank to identify redevelopment potential of the site, stabilization
of the historic structures and deterrence of nuisance behavior
o East Willson School and the entire Willson School complex: working with Bozeman School District to
identify appropriate adaptive reuse options for the historic school and encourage them to explore
those options rather than let the building sit and continue to deteriorate
• Continued Education for the HPO and Board members
o Attend the Montana History Conference in September 2012
o Attend the National Trust for Historic Preservation conference in November 2012
• Utilization of Interns and Independent Study students from Montana State University
o Hopefully students with some background in historic preservation garnered from the Spring 2012
Historic Preservation course taught by HPO Kramer will work for the Planning Department or BHPAB
to accomplish a variety of initiatives, including:
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Floor Area Ration (FAR) studies of non-historic areas in the NCOD, in order to create new
ways of conserving neighborhood character
Completion of the “dots” project to asses the NCOD’s effectiveness, areas in need of update
Research and identification of significant mid-century architecture in Bozeman
Research assistance to people looking to list their property or their neighborhood on the
National Register of Historic Places
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BUDGET
4-1-2011 to
3-31-2012 Budget
Cash
Amount
Cash
Source
In-kind
Amount
In-kind
Source
Total
A. Salaries, Wages,
Benefits
Historic Preservation
Officer
$3000
$46,219.95
F
CI
$49,219.95
B. Office Rental
$0
C. Equipment
$0
D. Supplies &
Materials
Itemize major
categories
$0
E. Postage
$0
F. Telephone
& Internet
$0
G. Photocopies
$0
H. Preservation
Commission
Number of hours X
* rate X number of
members X number
of meetings
3 hours /
month X
$17.55 X 10
months/
year=’s
$526.50 X 10
BHPAB
members=’s
$5,265.00
NP $5,265
I. Volunteers
Hours X * rate X
number of
volunteers.
$0
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J. Travel Mileage
Number of miles X
0.55 cents. Include
funds for HPO and/or
Commissioners to
attend CLG annual
training
180 miles X
$.55=’s
$99.00
CI $99.00
K. Travel Meals
# of Meals X rate:
Breakfast - $5.00
Lunch - $6.00
Dinner - $12.00
2X$5= $10
0X$6=$0
3X$12=$36
CI $46
L. Lodging
$70.00 plus tax
X number of nights
$70.00 X 3
nights
CI $210.00
M. Project (s)
Expenses – fully
Itemized
Pres. Board E & O
Preservation Days
(May)
Charette (Sept)
Cemetery Tour (Oct)
$1,800
$300
$400
F
F
F
$2,500
N. Other Expenses
– fully itemized.
$0
M. Total Expenses
$57,339.95
SOURCE KEY:
F-Federal
CI-City
CO-County
NP- Private/Non-Profit
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* Federally approved minimum rate for volunteers is $17.55 per hour.
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SOURCES OF REVENUE AMOUNT
Itemized Cash Match Source
HPO Salary, Wages and Benefits __$46,219.95____
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
Itemized In-Kind Match Source
Historic Preservation Board Member Donated Hours ___$5,265
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
Federal HPF Grant Request from SHPO
Certified Local Government Grant__________________ ___$5,500__
TOTAL REVENUE ____$51,484.95___
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Certified Local Government
Historic Preservation Commission Chairperson or President
Signature ________________________________________ Date _________________________
Name (typed) ___________________________________________________________________
Address _______________________________________________________________________
Telephone _____________________________________________________________________
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Certified Local Government
Chief Elected Official
Signature ________________________________________ Date _________________________
Name (typed) ___________________________________________________________________
Title __________________________________________________________________________
Address _______________________________________________________________________
Telephone _____________________________________________________________________
(The local government administrator may sign in addition to the Chief Elected Official.)
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Certified Local Government
Historic Preservation Officer
Signature _________________________________________ Date ________________________
Name (typed) ___________________________________________________________________
Address _______________________________________________________________________
Telephone _____________________________________________________________________
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Please attach the meeting minutes (or an alternate way in writing) at which your application was discussed
and approved by the Preservation Board/Commission.
Please attach a list of the historic preservation board members’ names, professional discipline or citizen
membership, terms (year ending), and contact information.
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