University of Vermont Historic Preservation Program

 

HP 305 Historic Preservation Practice Methods

 

Robert McCullough

 

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HISTORIC PRESERVATION PRACTICE METHODS
COURSE SYLLABUS
SPRING, 2010

University of Vermont - Graduate Program in Historic Preservation
HP 305,  Spring,  2010.  Wheeler House – 101
Thursday’s,  1:00 P.M. to 3:45 P.M.
Robert McCullough



COURSE DESCRIPTION: The course is designed to provide students with practical training in three vitally important areas of preservation practice: Rehabilitation Investment Tax Credits (RITC), National Register Nominations, and Historic Sites and Structures Surveys.   A fourth area of study, regulatory review at the local level, will be addressed as well, supplementing similar topics in the Historic Preservation Law course.  Class presentations and discussion will focus on case studies and the specific issues students will likely confront in these areas of practice.  Assignments will require preparation of a sample RITC application and its supporting materials, a sample National Register nomination, and sample surveys.  Related tasks, such as the writing of proficient statements of significance and building descriptions, the composition of photographs, interpretation of the Secretary of Interior’s Standards for Rehabilitation, and the reading of building plans also will be stressed.  A single class will offer a method for reconstructing the history of land ownership, typically described as a chain of title.  Although assignments will be abbreviated versions of the project documents in question, the course is intended to introduce students to the level of professional competence required to practice in these areas of historic preservation.

CLASS SCHEDULE: Classes will convene on Thursday’s between 1:00 P.M. and 3:45 P.M.  Topics and assignments will be arranged according to the following schedule, although modifications may occur as the semester progresses.   Field study will be incorporated into the course and may require meetings at times other than Monday afternoons.


1.  Thursday, January 21st

RITC – NPS and IRC.   Course and project introductions.  The RITC segment of the course will develop two case studies, one involving the Moran Power Plant in Burlington, and the other a Montpelier carriage house, formerly known as Lackey’s Tourist Home.    The National Register portion of the course will use that same building.

Documents for Review:
1.    Secretary of the Interior's Standards for Rehabilitation (Secretary's Standards), and Guidelines for Rehabilitating Historic Buildings.  1990.
2.    Secretary of the Interior’s Standards for Rehabilitation, Revised Guidelines.  December, 2007 (Class Distribution). 
3.    Interpreting the Secretary’s Standards, Volumes 1, 2 and 3.  (HP305 Course Book, Vol. 1)
4.    NPS Form 10-168.  Historic Preservation Certification Application, Parts 1 and 2.
5.    Federal Historic Rehabilitation Tax Credit Program.  September, 2006 (HP 305 Course Book, Vol. 2)
6.    Making a Good Program Better.  Final Guidance and Implementation of National Park System Advisory Board Recommendations for the Federal Historic Rehabilitation Tax Credit        Program, December, 2007; and ITS 1-150.  (HP 305 Course Book, Vol. 2)
7.    36 CFR Part 67, Historic Preservation Certifications Pursuant to Section 48(g) and Section 170(h) of the Internal Revenue Code, and 36 CFR Part 68, The Secretary of the Interior’s        Standards for Historic Preservation Projects.  (Document 80, HP 205 Course Book).
8.    National Park Service, Introduction to Federal Tax Credits for Rehabilitating Historic Buildings.  Barns.
9.    Capital Ideas, Low-Income Housing Tax Credit.
10.  National Park Service, Case Studies in Affordable Housing Through Historic Preservation.  Number 5: Van Allen Apartments, Clinton, Iowa.
11.  Vermont Division for Historic Preservation.  The Historic Architecture of Vermont. Guide to Vermont Architecture.


2.  Thursday, January 28th

RITC – NPS.  Kirsten Merriman Shapiro, Special Projects Manager for Burlington’s Community and Economic Development Office, will introduce the Moran Plant project.  During the second half of the class, we will tour the plant.  Take cameras and dress warmly because the building is unheated.  In addition, ice may be present, making the floor surfaces dangerous.  We will need to sign hold-harmless waivers, and Kristen reserves the right to limit inspection pending weather conditions. 

Readings:
1.  Secretary of the Interior’s Standards for Rehabilitation, 1-120.
2.  Interpreting the Secretary’s Standards,  Case Numbers 80-001 to 81-012 (HP
     305 Course Book, Vol. 1). 
3.  Interpreting the Secretary’s Standards, ITS 15, ITS 44, ITS 50 (HP 305 Course Book
     Vol. 2)


3.  Thursday, February 4th

RITC – NPS.  Preparation of Parts 1 and 2; writing statements of significance and building descriptions; discussion and interpretation of the Secretary's Standards for Rehabilitation; review of case studies; review of project plans.


Readings:
1.  36 CFR Part 67, Historic Preservation Certifications Pursuant to Section 48(g) and
     Section 170(h) of the Internal Revenue Code, and 36 CFR Part 68, the Secretary of the
     Interior's Standards for Historic Preservation Projects (HP205 Course Book Document
     84).
2.  Interpreting the Secretary's Standards, Vol. 1, Case Numbers 80-013 to 82-043
     (HP305 Course Book, Vol. 1).
3.  RITC Application, Quinlen Block, Barre, Vermont (HP305 Course Book, Vol. 1)
4.  Federal Historic Rehabilitation Tax Credit Program. Recommendations for Making a
     Good Program Better, in its entirety.
5.  Making a Good Program Better, in its entirety.

       
4.  Thursday, February 11th

RITC - NPS.  Preparation of Part 2; discussion and interpretation of the Secretary's Standards for Rehabilitation; review of case studies.

Readings:
1.  Interpreting the Secretary's Standards, Case Numbers 83-044 to 85-075 (HP305
     Course Book Vol. 1).
2.  Interpreting the Secretary’s Standards, ITS 1-14; 16-25 (HP305 Course Book Vol. 2).
3.  HP305 Course Book, Document 7: RITC Application, Brick Store, Strafford,
     Vermont.
4.  HP305 Course Book, Document 8: RITC Application, Eleven Maple Street,
     Hardwick, Vermont.
   

5. Thursday, February 18th

RITC -NPS.  Preparation of Part 3; discussion and interpretation of the Secretary's Standards for Rehabilitation; review of case     studies; review and conclusion of class RITC project.

Readings:
1.  Interpreting the Secretary's Standards, Case Numbers 86-077 to 88-108 (HP305
     Course Book, Volume 1).
2.  Interpreting the Secretary’s Standards, ITS 26-43, and 45-50 (HP305 Course Book
     Vol. 2)


6.  Thursday, February 25th: RITC Application Due.

The History of Land Ownership.  Methods of Deed Research and Constructing Chains of Title.  Field Trip: Office of the Shelburne Town Clerk. 

Readings:  Class Handouts


7.  Thursday, March 4th

Enforcing Local Preservation Laws.  Mary O’Neill, Assistant City Planner, and David White, Burlington City Planner, will host the class at City Hall and discuss the challenges facing those who seek to enforce Burlington’s Design Review Ordinance.

Readings:
1.  Burlington Design Review Ordinance.


8.  Thursday, March 11th
      Spring Recess.   No Class


9.  Thursday, March 18th

National Register Nominations.   Field Trip:  Vermont Division for Historic Preservation.  Nancy Boone, former State Historic Preservation Officer and Manager of the National Register Program, and Chris Cochran, Manager of the RITC Program.  Introduction to the National Register criteria, types of properties, types of nominations, implications of listing.  Select buildings for sample nominations.

Readings:
1.    National Register Bulletin 15, "How to Apply the National Register Criteria for Evaluation."
2.    National Register Bulletin 16A, “How to Complete the National Register Registration Form.”
3.    National Register Bulletin 16B, “How to Complete the National Register Multiple Property Documentation Form.”


10.  Thursday, March 25th

National Register Nominations.  Developing statements of significance and evaluating historic contexts; historic districts.

Readings:
1.    National Register Bulletin 19, "Policies and Procedures for Processing National Register Nominations."


11.  Thursday, April 1st

National Register Nominations.  Developing descriptions, delineating nomination boundaries, maps, taking photographs, nomination procedures for community involvement before and after nomination, and archeological resources. 

Readings:
1.    National Register Bulletin 21, "Defining Boundaries for National Register Properties."
2.    National Register Bulletin 23, "How to Improve the Quality of Photographs for National Register Nominations."
3.    National Register Bulletin 28, "Using the UTM Grid System to Record Historic Sites."


12.  Thursday, April 8th

National Register Nominations.  Multiple property documentation forms; evaluating
National Register eligibility.

Readings
1.    National Register Bulletin 22, "Guidelines for Evaluating and Nomination Properties That Have Achieved Significance Within the Last Fifty Years.
2.    National Register Bulletin 32, "Guidelines for Evaluating and Documenting Properties Associated with Significant Persons."


13.  Thursday, April 15th

National Register Nominations Due
Historic Sites and Structures Survey.  Introduction; group field study.

Readings:
1.    National Register Bulletin 24, "Guidelines for Local Surveys: A Basis for Preservation Planning."
2.    Vermont Division for Historic Preservation, Survey Manual (Document 12, HP 305 Course Book).


14.  Thursday, April 22nd
Historic Sites and Structures Survey.  Group and individual field study.

Readings:
1.    Vermont Division for Historic Preservation, Survey Manual (Document 12, HP 305 Course Book).


15.  Friday, April 30th
Historic Sites and Structures Survey.  Field Trip:  Surveys in rural communities, Keeseville, New York.  Steven Engelhart, Executive Director of  Adirondack Architectural Heritage, Inc., a non-profit preservation organization, will meet with the class in Keeseville.



GRADES.  Grades will be based on the assignments, each given equal weight, and on overall participation

READINGS.  Materials covering the RITC and Historic Sites and Structures Survey have been assembled into a course packet to be purchased by students.  The cost is the cost of copying.  Students may also purchase the Secretary of the Interior's Standards for Rehabilitation and Illustrated Guidelines for Rehabilitating Historic Buildings, published by the National Park Service, Technical Preservation Services, and available from their web book store.  The price is $16.50, the GPO stock number is 024-005-01091-2, and the web address is www2.cr.nps.gov/tps/tpscat_1.htm.  Unfortunately, the NPS book store has not been prompt in delivering orders, and you may wish to consider obtaining the document in PDF format from the web site.  The National Register bulletins will be provided at no cost.  The following reading list may be supplemented by other materials.

1.    National Park Service.  “Historic Preservation Certification Application.”
2.    National Park Service.  “Review Sheet – Historic Preservation Certification Application – Significance.”
3.    National Park Service.  “Review Sheet – Historic Preservation Certification Application – Rehabilitation.”
4.    National Park Service.  “Review Sheet: Historic Preservation Certification Application – Significance and Rehabilitation.  Instructions for Completing Form 10-168d (Rev. 12/86)            and Form 10-168e (Rev. 12/86)
5.    National Park Service – Technical Preservation Services.  “Interpreting the Secretary of the Interior’s Standards for Rehabilitation.”  3 Vols.
6.    Quinlen Block, Barre, Vermont.  Historic Preservation Certification Application. Part
       1 – Evaluation of Significance; Historic Preservation Certification Application.  Part
       Description of Rehabilitation; and Historic Preservation Certification Application.
       Request for Certification of Completed Work.
7.    The Brick Store, Strafford, Vermont.  Historic Preservation Certification Application.
       Part 1 – Evaluation of Significance; Historic Preservation Certification Application.
       Part 2  – Description of Rehabilitation; Review Sheet. Historic Preservation
       Certification Application – Significance; and Review Sheet. Historic Preservation
       Certification Application – Rehabilitation.
8.    Eleven Maple Street, Hardwick, Vermont.  Historic Preservation Certification
       Application. Part 1 – Evaluation of Significance; Historic Preservation Certification
       Application.  Part 2  – Description of Rehabilitation.
9.    National Park Service, Preservation Assistance Division.  Review Sheet: Historic
       Preservation Certification Application – Significance.  Instructions for Completing
       Form 10-168d (Rev. 12/86); and Review Sheet: Historic Preservation Certification
       Application – Rehabilitation. Instructions for Completing Form 10-168e (Rev. 12/86)
10.  National Park Service.  “National Register Bulletin 15: How to Apply the National
       Register Criteria for Evaluation.”
11.  National Park Service.  “National Register Bulletin 16A:  How to Complete the
       National Register Registration Form.” (1991)
12.  National Park Service.  “National Register Bulletin 16B: How to Complete the
       National Register Multiple Property Documentation Form.” (1991)
13.  National Park Service.  “National Register Bulletin 19: Policies and Procedures for
       Processing National Register Nominations.”  (July, 1986. Revised 12/87)
14.  National Park Service.  “National Register Bulletin 21: Defining Boundaries for
       National Register Properties.”  (1995)
15.  National Park Service.  “National Register Bulletin 22: Guidelines for Evaluating and
       Nominating Properties That Have Achieved Significance Within The Last Fifty
       Years.”  (1979. Revised 1990, 1996)
16.  National Park Service.  “National Register Bulletin 23: How to Improve the Quality
       of Photographs for National Register Nominations.” (1979. Revised1987, 1996)
17.  National Park Service.  “National Register Bulletin 24: Guidelines for Local Surveys:
       A Basis for Preservation Planning.” (1977; Revised 1985)
18.  National Park Service.  “National Register Bulletin 32: Guidelines for Evaluating and
       Documenting Properties Associated with Significant Persons.”
19.  National Park Service.  “National Register Bulletin 28: Using the UTM Grid System
       to Record Historic Sites.” 
20.  Vermont Division for Historic Preservation.  “Survey Manual.”  (c.1984)
21.  Vermont Division for Historic Preservation.  Manual for Historic Sites and Structures
       Inventory.  “Historic Sites and Structures Survey: Individual Structure Survey Form
       and Historic District/Complex Form.
22.  Vermont Division for Historic Preservation.  Guide to Vermont Architecture
23.  36 CFR 60.  National Register of Historic Places.
24.  Secretary of the Interior's Standards for Rehabilitation and Guidelines for
       Rehabilitating Historic Buildings.