HomeMy WebLinkAbout2020-03-10 PACKET 08.B.Historic Preservation Planning
Historic preservation planning is the process of creating and implementing a strategy to protect and
enhance historic resources.These resources include sites, structures, objects, and districts that have
national, state, or local historical or cultural significance.
Historic preservation planning provides a forum for planners, local officials, and community stakeholders
to establish preservation goals and prioritize preservation actions. Additionally, it can help communi-
ties identify links among preservation goals and priorities and other planning issues, such as affordable
housing, economic development, and environmental protection.
BACKGROUND
In the U.S., widespread interest in historic preservation started in the mid -20th century. Many cities were
demolishing older structures and even clearing entire neighborhoods for redevelopment and highway -
building projects. To strike a balance between progress and preservation, cities began using historic
preservation programs to protect local landmarks and historic districts.These efforts gained momentum
after President Lyndon Johnson signed the National Historic Preservation Act of 1966, which created
the National Register of Historic Places, offered tax credits to help property owners rehabilitate historic
homes, authorized the creation of state historic preservation offices, and established a mechanism to
certify local historic preservation programs.
Traditionally, local historic preservation efforts have focused predominantly on the cultural and social
benefits of preservation. These include maintaining tangible connections to the past and celebrating
distinct architectural styles. In recent decades, many communities have also embraced historic preserva-
tion as an economic development or environmental protection strategy. Historic resources contribute
to a sense of place and are often clustered in walkable neighborhoods and districts. Consequently, they
attract visitors and young professionals, and they provide space for homegrown businesses and corpo-
rate expansions. Meanwhile, reusing older buildings often results in fewer environmental impacts, over
the lifetime of the building, than demolition and new construction.
However, local historic preservation efforts involve tradeoffs. In some communities, property owners
who want to modify or replace historic resources and residents and business owners concerned about
rising rents in historic districts may view historic preservation efforts with skepticism. Furthermore, many
local historic preservation programs arejust beginning to recognize the importance of embracing
diverse histories and ensuring equitable preservation outcomes.
CREATE A STRATEGY
Often, the first step in creating a local historic preservation strategy is to conduct a historic resource
survey. In this context, survey means background research on potentially significant historic resources
combined with a field survey to document the distribution and current conditions of resources across
the study area and an evaluation process to determine the historical significance of each resource. While
trained preservationists have traditionally led survey efforts, there is a growing awareness that including
a wide range of community perspectives in this process is necessary to identify resources that reflect
diverse cultural histories. Furthermore, some communities skip formal surveys in favor of community
engagement activities designed to identify the local values that should drive preservation efforts.
Next, local officials typically adopt goals and objectives that establish a rationale for future preservation
activities. These goals and objectives should highlight the relationship of historic preservation to the
community's vision for growth and change and acknowledge potentially competing priorities. Finally,
A Publication ofthe American Planning Association I PAS QuickNotes No. 83
0
East Battery Street in Charleston, South
Carolina, is part of the first locally desig-
nated historic district in the United States.
0
American Planning Association
Planning Advisory Service
Creating Great Communities for All
local officials work with planners and other community stakeholders to determine how the community
Kendig, Lane. 2017."Protecting Value Through
wants to accomplish its objectives.This is where local officials specify how the local agencies will sup-
Historic Preservation Regulations°zoning
port preservation and which partners will assist in these efforts.The most common local historic pres-
Practice, April. Available at https://planning.
ervation tools are historic preservation ordinances, public education, and technical or direct financial
org/publications/document/9122191/.
assistance for preservation actions.
Watson, A. Elizabeth. 2016."Preservation Plan -
Communities can include their historic preservation strategy as an element or chapter of the local
ning Comes of Age°Planning, October. Avail -
comprehensive plan or, if the strategy focuses on a subarea of the community, as a section of a
able at https://planning.org/planning/2016/
neighborhood, corridor, or district plan. Alternatively, local officials may adopt a standalone historic
oct/preservationplanning/.
preservation plan.
UPDATE REGULATIONS
Other Resources
Local historic preservation ordinances establish legal protections for historic resources. At a minimum,
they enable a process for officially designating local historic resources and require property owners to
Facca, Amy. 2003."An Introduction to Historic
obtain a certificate of appropriateness or approval before altering or demolishing designated resources.
Preservation Planning" Planning Commissioners
These ordinances typically charge a historic preservation review board with developing criteria for local
Journal, Fall. Available at http://plannersweb.
historical significance and reviewing all designation, alteration, and demolition applications.
com/wp-content/uploads/2003/10/191al.
Many historic preservation ordinances apply protections to entire districts in addition to individual sites
pdf.
or structures (i.e., landmarks). In these cases, the ordinance typically includes—or references a separate
Mason, Randall F. 2009."Preservation Planning
document with—design standards or guidelines for each historic district. Many ordinances also include
FURTHER READING
maintenance standards for historic resources and explain how property owners can claim a limited
Available at https://forum.savingplaces.org/
exception from design or maintenance requirements in cases of economic hardship.
Published by the American
PAS Qu ickNotes (ISSN 2169-1940) iso publication of the American Planning Association's Planning Advisory Service (PAS). Visit PAS online at
Planning Association
Some historic preservation ordinances include development incentives, such as relief from off-street
Frey, Patrice, and Rachel Bowdon. 2012.
parking requirements, or establish local financial assistance programs, such as local tax incentives.
"Historic Preservation: Expanding the Plan -
Furthermore, some communities with transfer of development rights regulations also allow property
ner'sTool box"PAS Memo, September/Octo
owners to sell unused development potential from historic properties to designated receiving sites (see
ber. Available at https://planning.org/pas/
PAS QuickNotes 74:Transferof Development Rights).
memo/2012/sep/.
PROVIDE EDUCATION AND ASSISTANCE
Kendig, Lane. 2017."Protecting Value Through
Because private property owners carry out most historic preservation activities, public education is a
Historic Preservation Regulations°zoning
critical component of local historic preservation efforts. Consequently, many cities and counties have
Practice, April. Available at https://planning.
staff members that can help property owners understand not only legal requirements but also federal,
org/publications/document/9122191/.
state, and local sources of financial assistance.
Watson, A. Elizabeth. 2016."Preservation Plan -
In the U.S., property owners can claim a 20 percent income tax credit for rehabilitation work on
ning Comes of Age°Planning, October. Avail -
structures listed on the National Register of Historic Places or that contribute to a local historic district
able at https://planning.org/planning/2016/
certified by the Department of the Interior. Beyond this, many states have tax incentives modeled on
oct/preservationplanning/.
the federal tax credit program, and some offer additional income or sales tax relief. Locally, some cities
and counties discount or freeze property taxes for historic properties. Meanwhile, some communities
Other Resources
have publicly or privately funded grant or loan programs that help owners maintain or rehabilitate
historic properties.
Facca, Amy. 2003."An Introduction to Historic
Preservation Planning" Planning Commissioners
CONCLUSIONS
Journal, Fall. Available at http://plannersweb.
Communities use historic preservation planning processes to discover or reconnect with their heritage,
com/wp-content/uploads/2003/10/191al.
including previously hidden cultural narratives. While historic preservation efforts can stabilize older
pdf.
neighborhoods, revitalize traditional downtowns, and reduce environmental impacts associated with
Mason, Randall F. 2009."Preservation Planning
new development, an equitable distribution of these benefits depends on careful program design. Pro-
in American Cities" Forum Journal, Winter.
grams that combine historic preservation ordinances with public education and technical or financial
Available at https://forum.savingplaces.org/
assistance are often the most effective at meeting preservation objectives.
viewdocument/preservation-planning-in-
american-c.
PAS Qu ickNotes (ISSN 2169-1940) iso publication of the American Planning Association's Planning Advisory Service (PAS). Visit PAS online at
planning.org/pas to find outhowPAS can work foryou. Joel Albizo, FAAE, cAE, ChiefExecutiue Officer, Petra Hurtado, PhD, Research Director;
U.S. Department of the Interior, National Park
DovidMorley,McP,Editor.02019AmericanPlanningAssociation,whichhas offices at205N.MichiganAue,Suitel200,Chicago,IL60601-5927,
Service.2019."Historic Preservation Planning
and 7030 15th St, NW, Suite 750West,, Washington, DC20005-1503; planning.org. All rights reserved. No part of this publication maybe
Program." Available at https://www.nps.gov/
reproduced or utilized in any form or by any means without permission in writing from APA.
preservation -planning/.
A Publication of the American Planning Association I PAS QuickNotes No. 83