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CM-10-10-210ROUND ROCK, TEXAS PURPOSE. PASSION. PROSPERITY. City Manager Approval Summary Sheet Consider a FY 2011 Certified Local Government Grant Application to be submitted to the Texas Historical Commission for a Preservation Planning Project for the City of Round Rock Item Caption: Downtown Master Plan Area. Approval Date: October 22, 2010 Department: Planning and Community Development Department Project Manager: Joelle Jordan, Senior Planner Item Summary: The Downtown Master Plan includes 653 parcels, including a National Register Historic District and 29 other designated historic landmarks. The Plan includes recommendations for implementation pertaining to historic preservation, including that the Historic Resources Survey (last completed in 1992) be updated for the Plan Area prior to the adoption of a proposed Form -Based Code in development for the area. In March 2010, the City contracted with McDoux Preservation, LLC to complete an update to the survey for an area identified as "Phase I". This area contains 155 parcels in a predominately commercial area in the core of downtown. The Phase I Project was completed and adopted by ordinance on September 23, 2010 as an addendum to the Downtown Master Plan. The report recommends the continued preservation of all existing landmarks in the Phase I area, as well as the designation of 14 new local landmarks. The next portion of the project, "Phase II", pertains to the remaining 498 parcels in the study area. While the survey and inventory were completed for the area, there was insufficient funding to complete an adoption process similar to the Phase I process, now known as "Phase Ilb". This Certified Local Government Grant would fund Phase Ilb, and a new phase identified as "Phase III". Phase Ilb includes: • A series of subcommittee meetings with members of the City Council and Historic Preservation Commission to review recommendations by the consultant gathered from a survey of the Phase II area. • Outreach and an open house for all property owners affected by the recommendations in Phase II. • Recommendation of the Phase II survey and report by the Historic Preservation and Planning and Zoning Commissions. • Adoption of the Phase II survey and a report by ordinance by the City Council as an addendum to the 2010 Downtown Master Plan. Phase III implements the recommendations from the Phase I and II reports. Phase III tasks include: • Explore the "preserve and move" option for structures in areas where redevelopment will occur. The goal would be to move but keep a certain limited number of valuable assets in the downtown area. This includes a report on program costs and considerations, examples of programs from other communities, and amendments to the preservation ordinance language that would allow this option. Other updates to the preservation ordinance will also be considered if funding allows. ROUND ROCK, TEXAS PURPOSE. PASSION. PROSPERITY. City Manager Approval Summary Sheet • Conduct a series of work sessions and presentations with the Historic Preservation Commission, the Planning and Zoning Commission, and City Council. • Conduct public outreach activities to educate property owners within the Downtown Master Plan area on the landmark/district designation process, and the responsibilities and benefits associated with Historic Overlay Zoning. Strategic Plan Relevance: Goal 4.0: Improve the aesthetics, development and redevelopment quality, and sustainability of the City. Goal 2.0: Prevent Neighborhood Deterioration Total project cost is $20,000. Grant request is for $10,000 and must be matched. Cost: The match will consist of $5,000 cash and $5,000 in-kind donation of time. The grant will be funded through the Texas Historical Commission. Cash match for Source of Funds: grant is funded through the Historic Preservation Grant Budget (5470-100-14000). Page 1 of 5 GRANT APPLICATION/PROPOSAL REVIEW FORM 2010 O Grants Coordinator Laurie Born .=� 671-2876 Submit completed form for all City Manager and City Council approvals. Required to: a) submit a grant application b) accept a grant c) renew a grant d) change the budgeted amount of a grant Department Name: Planning Dept. Contact Person: Joelle Jordan Dept. Directors Signature: Peter Wysocki 4.0 Improve City's aesthetics, development and Departmental Goal #: redevelopment quality and sustainability Strategic Plan -Priority Goal #: 2.0 Prevent neighborhood deterioration For Finance Use ONLY Deadline for GAPR Review: Tag #: Original Documents Received: Grant Title & CFDA #: 2011 Certified Local Govt. Grant Funding Agency/Department: Natl. Parks Service/Tx. Hist. Commission Program Name: FY11 Certified Local Govt. Program Grant Term Dates: 10/01/11 Through 09/30/13 Est. Award Amount $10,000 The CORR is a: Q Recipient ❑0 Sub -Recipient Requested City Council or City Manager Approval Date: Oct. 22, 2010 Grant Application Deadline: Nov. 5, 2010 Brief project description "Phase 11 Completion and Phase IIP" of a Downtown Master Plan Study Area Historic Resource Survey. Finance Information Is this a new program? BUDGET SUMMARY If yes, complete a New Program Yes 0❑ No O Worksheet (see Tab 2) Continuation . FYO9 CLG Brant Sae Fromm Chance tab Fiscal Year FY10.11 FY11-12 FY12-13 Total Grant Amount $ 10,000 $ 10,000 Required Match* $ 10,000 $ 10,000 Staff Time see below $ - Operational Expenses $ - TOTAL Costs $ - $ 20,000 $ - $ 20,000 * Source of Required Matching $ $1 for $1 match required. Proposed $5K with cash and $5K with staff time. Performance Measures: (ist three) 1 Work sessions and presentations to the Historic Preservation Commission, P&Z Commission and City Council 2 Adoption of Phase II Historic Resources Survey Proposed Grant -Funded FTEs: ❑❑ N/A TITLE COST/YEAR TOTAL: GRANT -FUNDED MULTI-YEAR TOTAL: RECURRING COSTS: ❑ Advanced Funds Reimbursable Funds E Yes, this is an "in-kind" service agreement. 0 If yes, have the departments providing services been contacted? 3 Implementation of Phases I and II Downtown Master Plan Historic Resources Survey This is an ILA or MOU with: (names of collaborators) This is a: (choose application type) Competitive Application CITYMANAGER/CITY COUNCIL APPROOD I V I CITY MANAGER: NIA 0 21. ern. r0d0-210 CITY COUNCIL: DATE: k -22-i o DATE: REVISED 10/20/2010 Page2of3 Alf Grant Application/Proposal Review Checklist (GAPR) Grants Coordinator Laurie Born 671-2876 Department Name: Planning Dept. Contact Person: Joelle Jordan Dept. Contact Phone #: 218-5422 [This grant requires cost sharing. Amount: $ 10,000 Source: $5,000 from 5470 and $5,000 in-kind time This grant requires a public hearing. Hearing required on/before: Grant Coordinator Use Only Last Updated: Due to CC/CM: In what measurable way does this project improve core services? Meets a preservation program goal and assists in implementation of preservation recommendations from Downtown Master Plan. How does this project align with the City's strategic priorities? 4.0 Improve City's aesthetics, development and redevelopment quality and sustainability 2.0 Prevent Neighborhood Deterioration NOFA online @: MAN. ED 0 Yes No D❑ E EJ O Is this project necessary to maintain ISO ratings or accreditation? Was this project included in last year's Operating Budget? Was funding for this project reduced or eliminated as part of the 3% budget reduction? If the grant is not awarded, will the project or service be provided? If yes, how? Not unless we receive funding from another source, which would most likely be grant - funded. 0 This grant is part of a larger project with multiple sources of funding. Discuss: This project requires collaboration between multiple Departments. Discuss: This project will require subcontract(s) or consultant(s). Discuss: The Phase I and Phase II a were completed by a qualified preservation consultant from McDoux Preservation, LLC. Phase II b and Phase III will also require the hiring of a consultant. If this is something other than a one-time purchase, or one -day project, identify each staff person needed to accomplish the program objectives and the percent of time per month needed for each (include accounting staff): Title Pay Grade The Department will request funding from the General Fund to continue the program when grant funding ends. Est. $/Year This project is considered a baseline program that must be continued with or without grant funding. Est. $IYear This is a pilot or demonstration program. There may be a need for a follow-up grant or supplemental funding from the General Fund for the follow-up program. Est. $/Year This project requires collaboration between multiple Departments. Discuss: This project will require subcontract(s) or consultant(s). Discuss: The Phase I and Phase II a were completed by a qualified preservation consultant from McDoux Preservation, LLC. Phase II b and Phase III will also require the hiring of a consultant. If this is something other than a one-time purchase, or one -day project, identify each staff person needed to accomplish the program objectives and the percent of time per month needed for each (include accounting staff): Title Pay Grade % # of months Salary Benefits Total Joelle Jordan 13 8 12 5,185.00 0.00 0.00 TOTAL 5,185.00 Q This project will require additional training not funded by the grant. Discuss: QThis project requires special licensing/certifications. Discuss: ❑ This project requires travel not funded by the grant. Discuss: Identify the source and amount: If funded, this grant will require reporting to: Agency Name Milestone Reports Due Financial Reports Due Reporting System Name Texas Historical Comm. Quarterly Quarterly REVISED 10/20/2010 Grant Application/Proposal Review Checklist (GAPR) 0 This project will require new equipment not funded by the grant. Q This project will require additional training not funded by the grant. Q This project requires special licensing/certifications. pQ This project requires travel not funded by the grant. Identify the source and amount: 0 This project will incur expenses for maintenance/operation/testing. Identify the source and amount: Discuss: Discuss: Discuss: Discuss: Discuss: El This equipment is necessary to maintain ISO rating or accreditation. Discuss: E The grant is supplying equipment rather than funding. Discuss: 0 This equipment will require an extended warranty or service agreement. Discuss: 0 The life -cycle for this equipment is less than 3 years. Discuss: Q The funder has an ownership interest in the equipment. Discuss: Does the Department already own this equipment or similar equipment? If so, describe the need for new/additional equipment: Identify the vendor(s) that provided pricing for the equipment: 1 Name: Contact: 2 Name: Contact: 3 Name: Contact: Website URL: www. www. www. COMMENTS: APPROVALS Rfan area. Certs from 5470 auf a $5,000 s and work sessions. The REVISED 10/20/2010 • • �' '`or S ee Department # 14000 General Fund Fiscal Year Implemented Priority Planning 2010-2011 Division # 000 Program Historic Preservation # 0 Program Description & Justification (attach additional Daggs if needed). Continuation of a project with completely distinct phases. Phase I integrated conducted a survey and produced a report for a commercial area in the Donwtown Master Plan area, as recommended by the Downtown Master Plan. Phase Ila completed the survey portion for the rest of the Donwtown Master Plan area as recommended in the Downtown Master Plan. Phase Ilb includes the adoption process of the report for Phase Ila. This grant would fund Phase lib and Phase III of the project. Phase III includes the planning and implementation of Phases I and II. A budget for $5,000 of the required match has been set up in 5470. The $5,000 balance of the matching funds will be an 'in-kind' match funded by allocating a portion of Joelle Jordan's position each month 12 -months for project oversight. Grants applied for change annually depending on Historic Preservation Commission's goals and program needs. We are eligible to apply for this type of grant because we are a Certifed Local Government. Performance Measurements A consultant will be paid $14,000 to complete this project. To date, survey data has been collected for all properties in the Downtown Plan Study Area. A report has been adopted by City Council for Phase I (concerns 155 properties in the predominately commercial area of downtown). A series of work sessions and adoption needs to occur for the study area that was known as "Phase lib" of this project. The final step is to synthesize all of the information into a "Phase III" which entails implementation of the recommendations in the Phase 1 and Phase Ila and Ilb adopted reports. See attached for measurements. Identify performance measurements that will show how this new program or other departments. Indicate measurement WITH and WITHOUT the Performance Measurement will provide an improvement program changes. Actual 2010 or benefit to your department, Est. 2011 citizens Proposed Without change Proposed With change See attached. Division Goal(s) Affected We cannot complete this project without historic preservation grant funds to hire a qualified consultant. This project is vital to the completion of the recommended actions in the Donwtown Master Plan, which was adopted by City Council in 2010. Total FTEs C. '.. • AAA 0.00 Total Pro • ram 01 0I Program Change Worksheet General Fund 14000 Planning Division # 000 Program Historic Preservation Fiscal Year Implemented 2010-2011 Note: Use a minus if a reduction is proposed Priority # 0 Contractual Services - 5200 Series Acct. # Quantity / Description Amount 5216 Professional Services $ $ 0 $ 0 Total Contractual Services $ Materials and Supplies - 5300 Series Acct. # Quantity / Description Amount $ 0 $ 0 $ 0 $ 0 Total Materials and Supplies $ Other Expenses - 5400 Series Acct. # Quantity / Description Amount $ 0 $ 0 $ 0 Total Other Expenses $ Capital Outlay 6100 Series (Fill out Cap Otly Form) Acct. # Quantity / Description Amount $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 Total Capital Outlay $ 2010-2011 0 2010-2011 0 2010-2011 0 2010-2011 0 YR 2 $ 14,000 $ YR 2 $ 0 $ YR 2 0 $ YR 2 $ 0 $ 1 YR3 YR 3 YR 3 YR 3 Pay Grade PERSONNEL FTE Position Title Months Monthly Salary FTE 2010-2011 0.00 0 0.00 0 0.00 0 0.00 0 0.00 0 Subtotal FTES 0.00 0 Total Number of FTE Positions that will be filled by this Program (No. of Persons to be hired) Temp Position Title(s) YR 2 (12 mos) YR 3 (12 mos) 0 0 0 0 0 0 0 0 0 0 0.00 Months Monthly Salary FTE 2010-2011 0.00 0 0.00 0 Subtotal Temp 0.00 0 Total Number of Temp Positions that will be filled by this Program (No. of Persons to be hired) Hours Hourly Rate Overtime of OIx 1.5 Elig. Pers No. of Weeks Standby ( 01 01x 30 FICA (Equals Total Salaries x 0.0765) Insurance (Equals No. of Mos. x $695) TMRS (Equals Total Salaries x 0.13) Workers' Comp. 1 0.001691X Total Salaries TWC (Unemployment) 0.00 Persons x $9000 x .015 TOTAL PERSONNEL COSTS 0 0 0 0 0 0 0 YR 2 (12 mos) 0 0 0 0.00 0 0 0 0 0 Total Program Costs/Savin.s 0 0) 14,000 YR 3 (12 mos) 0 0 0 0 0 0 Performance Measures for Preservation Planning Project for City of Round Rock Downtown Master Plan area: A consultant will be hired to continue with this project. To date, survey data has been collected for all properties in the Downtown Plan Study Area. A report has been adopted by City Council for Phase I (concerns 155 properties in the predominately commercial area of downtown). A series of work sessions and adoption needs to occur for the study area that was known as "Phase II" of this project. The final step is to synthesize all of the information into a "Phase III" which entails implementation of the recommendations in the Phase I and Phase II adopted reports. The following performance measures have been developed to keep this part of the project on schedule and aligned with the scope of work: • A qualified consultant will be hired to complete the work associated with this project. Without grant we cannot complete the project. There are certain qualifications necessary that a consultant must have to complete survey work. • The awarded Consultant shall make use of and conform to existing preservation program materials, City Ordinances, the 1992 resources inventory, and the most current Downtown Master Plan documents as resources during the development of this project. Without this, we cannot integrate Phase II into the Downtown Plan document, as was done in the adoption of Phase I. • The product of Phase II adoption will result in information to be used to align preservation goals for pre -1 960 properties in the context of the Downtown Master Plan. This will be done by analyzing all architectural data and relevant archival source materials necessary to evaluate resources and define property types that exist within the survey area, as well as synthesizing primary data collected in the survey and produced in the reports by the Consultant. Without this, we cannot integrate Phase II into the Downtown Plan document, as was done in the adoption of Phase I. • The report for phase II will be modified. The goal of the report shall be to identify architectural styles in the Phase II area (which contains several sub -areas), identify those properties which are significant in the Phase II area, identify any potential historic districts in the Phase II area, and identify considerations for future action and identify areas that warrant future study. Without the adoption of Phase II, we will not be able to implement the recommendations in the report. • Prior to adoption of the phase II report, work sessions and public outreach will be conducted that is similar to the Phase I pre -adoption process. Without work sessions, we cannot be sure that the recommendations in the report are vetted. • Recommendations for future planning study and considerations for future action that should be discussed in future preservation planning efforts in the downtown plan study area for Phase III of the project. The implementation activities of Phase III will be the direct result of the recommendations included in the Phase I and Phase II adopted reports. Without Phase III funding, we cannot complete the implementation portion of this project. • Deliverables will be specifically defined in the Consultant's contract. Without specific deliverables defined, we cannot ensure that we will have all of the tools needed to implement the historic preservation recommendations associated with the Downtown Master Plan. TEXAS HISTORICAL COMMISSION CERTIFIED LOCAL GOVERNMENT SUBGRANT FISCAL YEAR 2011 GRANT PRE -APPLICATION FORM Deadline for submission is November 5, 2010 Please fill out this section completely and use only the space provided below. NAME OF PROPOSED PROJECT: Preservation Planning Project for City of Round Rock Downtown Master Plan Area CERTIFIED LOCAL GOVERNMENT NAME: City of Round Rock Responsible for CONTACT INFORMATION: PROJECT MANAGE Responsible for Organization Name .._. .. City of Round Rock . ,v. / .� Irl,-.I.,-,VLIVILIN 1 City of Round Rock Contact Person Joelle Jordan Vickie Moreno Address 301 W. Bagdad, Suite 210 301 W. Bagdad, Suite 210 City 1 State I Zip Austin TX 78664 Austin TX 78664 Telephone 1 Fax 512-218-5422 512-218-3286 512-218-5415 512-218-3286 Email jjordan@round-roc• k.tx.us vic@round-rock.tx.us Chair of Local Commission POLITICAL CONTACTS: (City Bnarrl if City nr (H( if r`ni v Chief Elected Official Contact Person j —. —.._ .. _.......,/ Jerry Hodges v.... s,' „ „,.,, v( vvuiILy JUUI9C 11 Levu! ay) Alan McGraw Address City of Round Rock, 301 W. Bagdad, Ste. 210 221 E. Main Street City 1 State I Zip Round Rock TX 78664 Round Rock TX 78664 Telephone 1 Fax 512-417-1724 512-218-3286 512-218-5403 512-218-7097 Email jhodges2@austin.rr.com mayormcgraw@round-rock.tx.us FUNDING REQUEST: Grant Funds Requested: $10000 Matching Funds: $10000 Total Project Cost: $20000 PROPOSED PROJECT TYPE (check one that applies): ❑ Archeological Project ® Preservation Planning Project D National Register Nomination(s) ❑ Design Guidelines ❑ New ❑ Update Existing D Survey/Inventory Project Approx. Acreage: ❑ New ❑ Update Existing ❑ Historic Preservation Plan or Element/Chapter of Comprehensive Plan ❑ New ❑ Update Existing ❑ Preservation Ordinance or By-laws O New 0 Update Existing ❑ Construction/Development Project ❑ Education & Outreach ❑ Research & Development ❑ Preservation Travel/Training** ** Priority given to CLGs hosting regional preservation -related workshop CERTIFIED LOCAL GOVERNMENT SUBGRANT FY2011 Grant Application Narrative Template NAME OF PROPOSED PROJECT: PRESERVATION PLANNING PROJECT FOR CITY OF ROUND ROCK DOWNTOWN MASTER PLAN AREA CERTIFIED LOCAL GOVERNMENT NAME: CITY OF ROUND ROCK In 3 pages or less, clearly and concisely provide a brief typewritten description of the proposed project as it relates to items 1 through 3 below using the following section headings, and provide the content requested for each section in the brief but thorough narrative. Please provide attachments separately. 1. PROJECT SUMMARY (15 POINTS TOTAL). Summarize in a paragraph the overall purpose of the proposed project. A more detailed description will be completed under Project Scope. Be sure to indicate how long the CLG has been in the program; if the CLG is current in its annual program requirements; and if the CLG has received a previous grant within the past two (2) years. See attached. 2. PROJECT SCOPE (70 POINTS TOTAL). Be sure to answer the questions for each section below within the narrative: ■ PROJECT NEED (20 points): Does the application demonstrate a clear understanding of the identified preservation need? Is the need relevant to the local government's preservation program? How necessary are CLG funds in order to accomplish the proposed project? How does the project benefit the community? Is the stated need verifiable with documented factual information? See attached. • PROJECT OBJECTIVES (20 Points): What activities will be necessary to complete the proposed project? How effective does the proposed project address the identified needs? Are the project objectives quantifiable? Who will be responsible for doing the work and were resumes provided? Is the proposed timeline or schedule reasonable? See attached. ■ SIGNIFICANCE AND IMPACT (10 Points): Does the project involve a threatened or potentially threatened resource? Will the project result in a National Register nomination or Survey/Inventory? Does the project directly address a deficiency in the local preservation program? Does the project address or benefit an underrepresented group within the community? How well will the project develop historic contexts or educate and inform broad sectors of the public? See attached. • BUDGET AND COST EFFECTIVENESS (10 Points): Is the proposed budget consistent with the planned objectives? Are the costs reasonable and sufficient to successfully accomplish the project? What is the applicant source and commitment of matching funds? Does the application clearly indicate how all of these figures were calculated? Is the proposed project the most cost effective way of addressing those needs? See attached. • PUBLIC INVOLVEMENT AND DELIVERABLES (10 Points): How will the public be involved in the proposed project? How will the final product(s) be made available to the public? What product(s) will be delivered from the project and will the product(s) be in draft or final adopted form? How will the product(s) be used by the local government? See attached. 3. STATEWIDE COMPREHENSIVE PRESERVATION PLANNING PROCESS (15 Points Total): Demonstrate that project and methods are clear and appropriate to achieving project objectives. • LEADERSHIP/TEAMBUILDING (3 points): Develop and sustain exceptional leadership qualities in both public and private preservation organizations in the state of Texas. Example: Hosting an educational training/workshop for the general public and local staff and/or preservation commissioners. See attached. • VISION/PLANNING (3 points): Advocate a preservation vision at state, regional and local levels. Example: Development of a city or county -wide long-range preservation plan or strategic preservation planning chapter of a local comprehensive or master plan by a qualified consultant. See attached. • EDUCATION/AWARENESS (3 points): Create a statewide awareness, appreciation and effective utilization of historic preservation. Example: Expand an existing city website or creation of a walking tour to highlight the historical context and/or contributions to preservation made by an underrepresented constituent group within the community. See attached. • RESOURCE IDENTIFICATION, PRESERVATION AND INTERPRETATION (3 points): Develop programs that identify, preserve and interpret historic resources. Example: Prepare, publish or update city or county surveys, design guidelines, ordinances and/or preservation plans. See attached. • RESOURCE DEVELOPMENT (3 points): Develop and secure fiscal and human resources to accomplish preservation in Texas. Example: Projects that can foster a city or county's ability to develop local financial incentives and/or broaden diversity among the local constituents within the community. See attached. ACKNOWLEDGEMENTS - By checking below the applicant acknowledges: ® This request must be submitted (via email or US mail) to the Texas Historical Commission no later than 5 p.m. on November 5, 2010 in order to be considered. • Consideration for funding is based on the demonstrated need, a compelling explanation of how the expanded project scope of work will benefit the CLG, and the applicant's ability to match the funds being requested. ® Commencement of grant -funded work may not begin prior to receipt of a completed grant agreement by the THC and participation in a grant orientation meeting (if applicable). Z The chief elected official of the CLG is aware of this application and supports the proposed project. (This information will be verified by the THC.) ® For requests involving construction projects, the property owner will be required to file a preservation easement for the property that will run with the land for a specific period of time based upon the amount of the final grant award. ® The applicant hereby acknowledges that the information provided on this application is accurate to the best of their knowledge. APPLICANT'S CERTIFICATION: Application must be^signed by }legal CLG representative. SIGNATURE: it ,I 1 ' TITLE: „-t4' ?Qr Ptanjt/L I DATE: 16 - /6 CLG a-l-tk #,q Certified Local Government Subgrant - FY2011 Grant Application Narrative Attachment City of Round Rock: Preservation Planning Project for City of Round Rock Downtown Master Plan Area 1. Project Summary The City of Round Rock adopted a Downtown Master Plan in June 2010. The Plan Area includes 653 parcels, including a National Register Historic District and 29 other designated historic landmarks. The Plan includes recommendations for implementation pertaining to historic preservation. It recommends that the Historic Resources Survey (last completed in 1992) be updated for the Plan Area prior to the adoption of a proposed Form -Based Code in development for the area. Since significant redevelopment is envisioned downtown, identification of historic resources should occur immediately. Some phases of this preservation planning project have already occurred, but several tasks still need to be completed and will require additional funding (see scope project objectives for details). 2. Project Scope Project Need: This Preservation Planning project is the first step in implementing the preservation recommendations outlined in Round Rock's recently adopted Downtown Master Plan. At the October Historic Preservation Commission Meeting, the Commission adopted goals for FY 2011, in which they added new goals pertaining to the implementation of the Downtown Master Plan. Additional funding is necessary to complete the project for the entire Downtown Plan area (see project objectives section), and completion of the project will benefit the community by identifying those properties that merit preservation prior to the redevelopment of the downtown area. The stated need is verifiable in the adopted Downtown Master Plan, Historic Preservation Commission Goals, and Phase I survey report (see below for details on the Phase I report). As mentioned, certain phases of this planning project have been completed. In March 2010, the City contracted with McDoux Preservation, LLC to complete an update to the survey for an area identified as "Phase I". This area contains 155 parcels in a predominately commercial area in the core of downtown. Given funding limitations, this area was selected as the first phase because the City anticipates that it will see redevelopment pressure first. The Phase 1 Project was completed and adopted by ordinance on September 23, 2010. After the survey was completed for all parcels, the adoption process included: • A series of subcommittee meetings with members of the City Council and Historic Preservation Commission to review recommendations by the consultant upon completion of the survey • Outreach and an open house for all property owners affected by the recommendations in this phase • Recommendation by the Historic Preservation and Planning and Zoning Commissions • Adoption of the survey and a report by ordinance by the City Council. The report recommends the continued preservation of all existing landmarks in the Phase 1 area, as well as the designation of 14 new local landmarks. The next portion of the project was called "Phase Ila" and pertains to the remaining 498 parcels in the study area. While the survey and inventory was completed for the area, there was insufficient funding to complete an adoption process similar to the Phase I process, now known as "Phase Ilb". Project Objectives: This CLG grant would fund Phase Ilb, and a new phase identified as "Phase III". Phase Ilb includes: 1 • A series of subcommittee meetings with members of the City Council and Historic Preservation Commission to review recommendations by the consultant gathered from a survey of the Phase II area. • Outreach and an open house for all property owners affected by the recommendations in Phase II. • Recommendation of the Phase II survey and report by the Historic Preservation and Planning and Zoning Commissions. • Adoption of the survey and a report by ordinance by the City Council as an addendum to the 2010 Downtown Master Plan. Phase III entails the implementation of recommendations from the Phase I (already adopted) and Phase II (not yet adopted) reports. The specific tasks of the Phase III project include: • Explore the "preserve and move" option for structures in areas where redevelopment will occur. The goal would be to move but keep a certain limited number of valuable assets in the downtown area. This includes a report on program costs and considerations, examples of programs from other communities, and amendments to the preservation ordinance language that would allow this option. Other updates to the preservation ordinance will also be considered if funding allows. • Conduct a series of work sessions and presentations with the Historic Preservation Commission, the ,Planning and Zoning Commission, and City Council. • Conduct public outreach activities to educate property owners within the Downtown Master Plan area on the landmark/district designation process, and the responsibilities and benefits associated with Historic Overlay Zoning. As these new phases are part of the same overall preservation planning project, the City anticipates working with McDoux Preservation, LLC. Once funding in acquired, the project can begin immediately, with a proposed completion of September 30, 2011. Based on the 6 -months it took to complete Phases 1 and Ila, the timeline for the completion of Phases Ilb and III are reasonable. Significance and Impact: As mentioned above, the Downtown Master Plan area proposes significant redevelopment, so many older resources may potentially be threatened. The benefit of completing this preservation planning project is to ensure preservation of properties in the downtown area for future generations to enjoy. In addition, because the City is receiving more attention in its downtown, where about 80% of the eligible or designated properties are, the preservation of resources is creating a certain "feel" for the downtown area that can continue if these buildings are preserved into the future. Budget and Cost Effectiveness: Based on conversations with the consultant that completed Phases I and Ila, the tasks outlined in Phases Ilb and III outlined in the scope above are consistent with the proposed budget. Given the amount of work that needs to be done, and the limitations imposed by the Planning Department's workplan for FY 2011, the proposed project and hiring a consultant is the most cost- effective way to complete this project. Additionally, there will be a significant number of in-kind hours required by City Staff, the Historic Preservation Commission, the Planning and Zoning Commission, and City Council to complete this project. Public Involvement and Deliverables: The public is involved in this project in a number of ways. They were heavily involved in the development of the Downtown Master Plan. In Phases I and Ila of this preservation planning project, they were represented by the Commissions and City Council in the 2 adoption of the Phase I report. The public was also able to comment at the various public meetings during a series of public hearings associated with the survey and report adoption. Those in the study area for Phase I were also invited to an open house to comment on the survey and report and ask questions of the consultant and City Staff. The process of public involvement will be the same for Phase IIb for the adoption of the Phase 11 survey and report. Public involvement for Phase III will consist of a series of public outreach activities to discuss new local landmark designation and public hearings required for ordinance amendments. The public has been informed of this project through the City's website. Currently, the Phase I survey and report are available in their entirety at the Planning and Community Development Department of the City and on the City's website at: http://www.roundrocktexas.gov/home/index.asp?page=1751. Deliverables for the new Phase lib and Phase III project components will include: • An appendix to the existing draft Phase II report, noting changes to the report that resulted from work session activities and recommendations. • Historic Preservation Commission, Planning and Zoning Commission and City Council minutes and ordinance for the adoption of Phase llb, along with a copy of the consultant's presentation notes and PowerPoint slides. • A report on proposed amendments to the preservation ordinance. • A report on the "preserve and move" program with ordinance. • A final project report on implementation process, including public outreach and local designation status. 3. Statewide Comprehensive Planning Process Leadership/Teambuilding: This preservation planning project will provide direction for the Historic Preservation Commission in their responbilities for implementation of the Downtown Master Plan. It also provides an opportunity for the Planning and Zoning Commission and City Council to understand proposed preservation policies and recommendations associated with the Downtown Master Plan. Vision/Planning: This project creates a series of preservation recommendations for the Downtown Master Plan area that are adopted by ordinance as an addendum to the Plan. Education/Awareness: Public outreach will educate property owners within the Downtown Master Plan area on the landmark/district designation process, and the responsibilities and benefits associated with Historic Overlay Zoning. Resource Identification, Preservation and Interpretation: Through updated surveys of the Downtown Master Plan Study area, the City has identified a number of significant properties that should be preserved in the study area. By adopting the Phase II report and survey and working to designate those landmarks that are recommended for designation in that report and the Phase I report, the City will potentially be adding a number of properties in the City that are locally designated. Resource Development: Amending the preservation ordinance, and working on a program to preserve structures that would otherwise be demolished for redevelopment of the downtown, this project would foster the City's ability to maintain and preserve its older building stock in the face of significant redevelopment. 3 CERTIFIED LOCAL GOVERNMENT SUBGRANT FY2011 Grant Budget Worksheet NAME OF PROPOSED PROJECT: MASTER PLAN AREA PRESERVATION PLANNING PROJECT FOR CITY OF ROUND ROCK DOWNTOWN CERTIFIED LOCAL GOVERNMENT NAME: CITY OF ROUND ROCK BUDGET GRANT LOCAL LOCAL TOTAL ITEM FUNDS CASH IN-KIND COSTS Consultant Fees - $10,000 $4,000 $14,000 Preservation Consultant Project Leader $3,300 $3,300 Planner Technician - $500 $500 Web & Graphics Support Office Manager - $200 $200 Expense Reporting Commissions and $1,000 $1,000 Council Meetings and Worksessions Administrative Fees - $1,000 $1,000 Printing, Copying, and Public Notices TOTALS $10,000 $5,000 $5,000 $20,000 Please complete the attached budget form and provide any supplemental information necessary to confirm or support the issues described above. Proposed projects can use a local cash match for grant monies budgeted on a one-to-one (dollar for dollar) match equal to a 50-50 ratio for the total cost of the project. Proposed projects utilizing all or partial match of verifiable in-kind services and/or goods may also qualify as long as the local match equals a 50-50 ratio for the total cost of the project. The Texas Historical Commission (THC) reserves the right to fund grant requests in part or in full based on the review criteria outlined in the application manual, and the amount of federal funding available. Final decisions will also take into consideration the annual performance of each CLG applying for assistance. Only non-federal monies may be used as a matchwith the exception of Community Development Block Grants (CDBG). CERTIFIED LOCAL GOVERNMENT SUBGRANT FY2011 Grant Application EXPECTED PRODUCTS OF AN EDUCATIONAL PROJECT FUNDED WITH A CLG GRANT RECOGNITION must be provided in all publications. Photographs and drawings should be credited to the artist or lender. The local government's involvement must be adequately acknowledged. Recognition, as detailed below, must be afforded the CLG program, the Texas Historical Commission, and the National Park Service of the U.S. Department of the Interior. Language acknowledging nondiscrimination practices, as detailed below, must be included. Publications addressing several potential audiences must adequately reflect the community's preservation program. This project was funded in part through a Certified Local Government grant from the National Park Service, U.S. Department of the Interior, as administered by the Texas Historical Commission. The contents and opinions, however, do not necessarily reflect the views and policies of the Department of the Interior, nor does the mention of trade names or commercial products constitute endorsement or recommendation by the Department of interior. This program receives Federal funds from the National Park Service. Regulations of the U.S. Department of the Interior strictly prohibit unlawful discrimination in departmental Federally assisted Programs on the basis of race, color, national origin, age or handicap. Any person who believes he or she has been discriminated against in any program, activity, or facility operated by a recipient of Federal assistance should write to: Director, Equal Opportunity Program, U.S. Department of the Interior, National Park Service, P.O. Box 37127, Washington, D.C. 20013-7127. 1 t TEXAS HISTORICAL COMMISSION real places telling real stories PRESERVATION PLANNING PROJECT FOR THE CITY OF ROUND ROCK DOWNTOWN MASTER PLAN AREA PROJECT PERSONNEL: JoeIle L. Jordan, AICP — Senior Manner and Project Manager Joelle holds a Master's degree in Community and Regional Planning from the University of Texas at Austin. She is a Senior Planner for the City of Round Rock and provides staff support for the Historic Preservation Commission. Joelle has extensive long range planning experience, along with experience in overseeing and coordinating projects undertaken by consultants. She managed the 2002 CLG project which involved the selection of a consulting firm to develop Design Guidelines for Southwest Downtown Area in Round Rock and the FY 2008 CLG project to develop a preservation education and awareness program. Jerry Hodges — Historic Preservation Commission Chairperson Chairman Hodges is a Native Texan and graduate of Amarillo High School. He moved to Round Rock in early 1986. In 1992, he started his own business as "Custom Builders", General Contractor. He has done numerous remodel projects in historical districts in Austin working to maintain the natural look of the era. His hobbies include Antique and coin collecting along with a concerted effort the last five years studying the history of Round Rock and Williamson County. He has served on the Round Rock Historic Preservation Commission since 2006. Vickie Moreno — Office Manager/ Staff Support Vickie is office manager and administrative technician with the Planning and Community Development Department. During the project, she will maintain staff project timesheets, consolidate the timesheets into a summarized master document, collect the appropriate documentation from the City Finance Department, track allowable expenses versus actual expenses, and send the appropriate documentation to the Texas Historical Commission. Kerstin Harding — Planning Technician Kerstin is a Planning Technician with the Planning & Community Development Department. She has prepared technical documentation of historic sites in addition to photography, illustrations and layout for department publications. During the project she will be responsible for overseeing the graphics components of project and updates to the City's website. Preservation Consultant A professionally qualified historic preservation consultant will be hired for this project. The City hopes to re - select McDoux Preservation, LLC for this project. The project would be managed by Steph McDougal, principal, McDoux Preservation LLC. Her professional skills include architectural history research and documentation, strategic planning, grant writing, instructional design, Section 106 facilitation, and project management. Steph holds a B.A. in Organizational Communications and a Master of Technical and Scientific Communication (specializing in Instructional Design) from Miami University in Oxford, Ohio, as well as a Master of Science in Historic Preservation from the University of Texas at Austin. She is pre -certified by the Texas Department of Transportation in the areas of Historical and Archival Research and Historic Resources Surveys, and is a member of the National Trust for Historic Preservation's Forum for preservation professionals, Society of Architectural Historians, Texas State Historical Association, and the Historic Resources Committee of the Texas Society of Architects. Additional Members of the Historic Preservation Commission, the Planning and Zoning Commission, and Round Rock's City Council would be involved in this project. Ste./011- 717eCc-ficAL Education Professional Experience: Historic Preservation McDoux Preservation LLC, P. O. Box 1556, Kemah, TX 77565 ph 281-755-2144 • fax 281-667-3384 • steph@mcdoux.com University of Texas at Austin, Texas Master of Science in Historic Preservation Outstanding Master's Thesis Award, School of Architecture Miami University, Oxford, Ohio Master in Technical and Scientific Communication Bachelor of Arts — Organizational Communication Owner McDoux Preservation LLC 2006 – present Houston, Texas Founder Secretary, Board of Directors Texas Dance Hall Preservation 2007 – September 2008 State of Texas Summer Internship City of Houston Planning Dept. July -September 2007 Houston, Texas May 2008 December 1997 May 1987 Specializes in helping individuals and organizations who own, manage, and advocate for historic resources to become more effective by improving their knowledge, organizational capacity, and financial security. Services include: Architectural history research and documentation • Historic resource survey/inventory • National Register nominations (individual property and district) • Official Texas Historical Marker applications (subject marker) • Recorded Texas Historical Landmark applications • Local Landmark and District designations • HABS/HAER documentation • Architectural descriptions • Chain of title, deed, historical and archival research Capacity -building consulting • Long-range goal -setting • Strategic planning and implementation • Business plan development Project Management, including Section 1o6 facilitation Grant -writing and fundraising • Grant strategy and fundraising planning • Annual campaign development and event planning • Grant applications and proposals Education and training • Instructional design for synchronous or asynchronous delivery • Reference manuals • Process design and instructions • Live training, blended learning, and e -learning • Performance improvement to meet organizational goals • Curriculum materials for K-12, higher education, and adult Mission: To promote the preservation, awareness, and continued use of Texas dance halls. Projects and accomplishments to date include: • Texas dance halls named to Preservation Texas Most Endangered Historic Places list, 2008 • National Preservation Fund grant for program to dentify and prioritize historic dance halls with the most critical physical and organizational needs and the greatest potential for successful intervention, 2008-2009 • Multiple Property Submission (in progress) Worked with the City Historic Preservation Officer and preservation planners to prepare local landmark designations. Assisted in the upfront design of a GIS -based website for integrated city-wide sharing of information about properties, including designated local landmarks. Reorganized preservation archives, property files. cSe�,r me2ot Professional Experience, continued: Instructional Design McDoux Preservation LLC, P. O. Box 1556, Kemah, TX 77565 ph 281-755-2144 • fax 281-667-3384 • steph@mcdoux.com Owner Steph Beaver Enterprises LLC 1996 — 2006 Dayton, Ohio Houston, Texas Adjunct Assistant Professor Professional Writing Program Sept. 1998 —June 2000 University of Cincinnati, Ohio Instructional Designer March 1997 — Nov.1998 Sinclair Community College/ University of Dayton/ National Science Foundation AIM Center Dayton, Ohio Graduate Assistant Sept.1996 — May 1997 Contracted with clients to provide project management, instructional design, education and training development, and marketing strategy, and general business consulting. Managed the design and delivery of performance improvement solutions and materials for live training, web -based training, and video. Designed instructional materials. Wrote and edited marketing and advertising materials; Web content; press releases; corporate communications; magazine feature articles; and technical bulletins. Highlights include: • Managed entrepreneurial start-up for Ohio Digital Classsroom (a coalition of Ohio's 8 PBS stations), including business strategy development and implementation, sales and marketing planning, and vendor management. • Emmy nomination for documentary The Ohio Reading Road Trip (2005). • Managed $750,000 grant -funded project to design and develop multimedia curricula for Ohio schools. • Created third -party vendor -produced study materials for high- school graduation tests in Ohio, Georgia, Tennessee, and Florida. • Developed suite of external consulting offers and supporting processes for an award-winning corporate learning department. • Worked with third -generation, family-owned company to develop processes, plans, and resources for new initiatives in continuous improvement, employee communications, and customer research. • Designed unique concept and created scripts for series of web - based training courses for the legal training director of a global corporation. • Developed case study -based solution sales training for several global corporations. • Developed classroom and web -based training programs for proprietary and client -customized software applications. • Managed the RFP and vendor/product selection process for a replacement enterprise -level Learning Management System for a global corporation. • Developed and conducted telephone surveys and research interviews as a basis for product design and marketing. Developed and taught undergraduate courses in business writing, desktop publishing, technical writing, and publication editing/design. Teaching load of three sections per quarter, with approximately 15-30 students per section. Represented the English Department on the University Communication Board. Developed, wrote and edited instructional modules for a new associate degree program in manufacturing engineering technology. Standardized publication formats, styles, processes, and technologies. Worked with principal investigators, faculty members, and subject matter experts to ensure accuracy and consistency. Center for Chemical Education, Miami University, Middletown, Ohio StIt' ✓%1 earcgwf' �. Professional Experience, continued: Sales and Marketing Professional Affiliations Publications Conference Presentations McDoux Preservation LLC, P. O. Box 1556, Kemah, TX 77565 ph 281-755-2144 • fax 281-667-3384 • steph@mcdoux.com Assistant Brand Manager, Eukanuba Cat Foods Feb.1995 — Aug.1996 The lams Company Dayton, Ohio Territory Sales Manager, Southern New England Oct. 1993 —Jan. 1995 The lams Company Dayton, Ohio Sales Promotion Coordinator March 1992 — Sept. 1993 The lams Company Dayton, Ohio Advertising Coordinator March 1990 — Nov.1991 Lion Apparel Dayton, Ohio Marketing Coordinator Sept. 1988 — March 1990 Lion Apparel Dayton, Ohio Introduced new brand in North America; coordinated efforts with European counterpart. Developed national/regional advertising and sales promotions for multiple audiences. Managed project teams and vendors to meet deadlines. Managed package design for full line of products. Analyzed brand and category development. Wrote and edited copy for print advertising, video, direct mail, and packaging. Participated in strategic planning process. Managed $2.8MM annual budget. Worked with 280+ retail, national, and veterinary accounts to increase annual sales in territory by 24% over previous year. Customized consumer education classes for veterinary customers and retail sales clerks. Worked directly with consumers to educate them about companion animal nutrition. Hired, trained, and managed independent contractors to educate consumers at retail outlets and special events. Managed $3oM budget. Overhauled regional turnkey marketing materials, boarding -kennel continuity program, and retail sampling programs. Liaison between marketing department and North American sales force; assisted sales managers in developing regional promotions. Supervised in-house art department and print shop. Estimated print- ing costs, wrote copy, and proofread customized direct mailings for multiple customers. Managed media plan and creation of print adver- tising. Wrote specifications for firefighting gear. Implemented user advisory board. Managed $1ooM budget. Wrote specifications and advertising copy for firefighting gear. Wrote bids for General Services Administration contracts. Implemented con- sumer advisory board. Designed and implemented sales program to reduce excess manufacturing inventory. Managed $1ooM budget. National Trust for Historic Preservation, Preservation Forum Preservation Texas Member, Historic Resources Committee, Texas Society of Architects Society of Architectural Historians Galveston Historical Foundation Society for Commercial Archaeology Texas State Historical Association "Feeding Facts for Kittens," CATS Magazine, Kitten Guide 1999: 72-77. "The Eldorado Ballroom: A Snapshot of Black Middle -Class Culture in Houston, Texas, during the mid - Twentieth Century." Presented at the Popular Culture Association/American Culture Association National Conference, Boston, Massachusetts, April 2007. "Cemeteries, Dance Halls, and Heritage Gardens," Texas Historical Commission Annual Conference, Corpus Christi, Texas, May 2008. "The Round Dance Halls of Texas," Texas Society of Architects Annual Convention, Fort Worth, Texas, October 2008.