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HomeMy WebLinkAbout100124 HPC Meeting PacketAgenda Historic Preservation Committee Regular Meeting 3:00 PM, Tuesday, October 1, 2024 City Council Chambers, 540 Water Street • Join in person; via computer or tablet at http://4oinwebinar.com enter the 9 digit Webinar ID 430-090-891# • Local Dial In — (360) 390-5064 access code: 491-363-921# • Submit public comment to be included in the meeting record to: https://Publiccomment.fillout.com/citvofpt 1. Roll Call: Craig Britton (Chair), Walter Galitzki (Vice Chair), Kathleen Knoblock, Monica Mader and Michael D'Alessandro. Monica MickHager (Council Liaison) 2. Approval of Minutes: A. July. 2, Aug. 6, Aug. 27, & Sept. 3, 2024 Draft Regular Meeting Minutes (deferred to next meeting) B. Sept. 11, 2024 Draft Special Meeting Minutes (not called to order; lack of quorum. 3. Correspondence/Attachments: The Alliance Review, Issue No. 2, 2024 4. Public Comment (for Items not on the Agenda): 5. New Business: None 6. Old Business: A. HPC24-027, City Skatepark lighting Owner/Agent: COPT, Michael Todd, Parks and Facilities Manager Applicable Guidelines: • Secretary of the Interior's Guidelines for Rehabilitation (PTMC 17.30.160A(1)), particularly Guideline No. 9: • Locally adopted Streetscape Guidelines Exhibits: A.1- Application and previously submitted Materials New materials, photographs, spec sheets Applicant and Staff Presentation Public Comment (3-minute limit per person) 7. Other Business: None Upcoming Meeting(s): A. Next Regular Meeting is November 5 Adjournment: W H Cz G z H W CW G J a v W a W `W 5r 5L L O V z O a W N W o: a V O H N_ N U Q V) a-+ a� LU I.- 0 0 4- Q- O 2 c CO C m m V 0 J El U u o o Q Co 0 C 'a s ++ fC 3 = c o E _ o LJ cEc U G a o�C N ate+ vi v E 0 C C i 0 v 4.) Q +' U O 4J -p v N L V v Q C > 0 } Q v v o .� L N _ U L C C O " O N Q U N 3 v .> C O m f6 i = U v Ln O t i- G1 E O CL H U r O TMM 0) cu 0- 9 M tie a COVER IMAGE 2024 BOARD OF DIRECTORS: Historic Masonic Temple in Aberdeen, Washington took advantage of expanded The National Alliance of Preservation Commissions INAPQ is governed by state tax incentives. Photo courtesy of NAPC. a board of directors composed of current and former members and staff of local preservation commissions and Main Street organizations, state historic preservation office staff, and other preservation and planning professionals, with the Chair, Vice Chair, Secretary, Treasurer, Assistant Treasurer and Chairs of the board committees serving as the Board's Executive Committee. NAPC STAFF: EXECUTIVE DIRECTOR Stephanie Paul Stephanie@napcommissions.org PROGRAM MANAGER Marie Snyder marie@napcommissions.org COMMUNICATIONS ASSOCIATE Maddie Clites maddie@napcommissions.org NATIONAL ALLIANCE of PRESERVATION COMMISSIONS tel (757) 802-4141 director@napcommissions.org www.napcommissions.org PO Box 1011 Virginia Beach, VA23451 All current NAPC members who serve as staff to preservation commissions are encouraged to distribute articles in The Alliance Review to commission members and other staff and elected officials within your member organization. NAPC can provide additional digital copies of The Alliance Review to members of your commission. Simply email us at director@napcommissions.org with your commission member's name and email address. OFFICERS — ABBEY CHRISTMAN City of Denver Colorado I Chair CORY EDWARDS City of San Antonio Texas I Vice -Chair COLLETTE KINANE Raleigh Historic Development Commission North Carolina I Secretary BOARD MEMBERS NATHAN BEVIL Ohio History Connection Ohio KEVIN BOYD Iowa City Landmarks Commission Iowa BETSY BRADLEY Goucher College Historic Preservation Program Washington APRIL JOHNSON CHOICE Housing for New Hope North Carolina SARAHCODY Miami -Dade County Florida KATIE FRIDDLE Oklahoma City Planning Department Oklahoma CATHARINE BURNS Community Collaboration LLC North Carolina I Treasurer SCOTT SLAGOR Michigan State Historic Preservation Office Michigan I Assistant Treasurer REBECCA GOODWIN Otero County Historic Preservation Board Colorado MICHELLE G. MAGALONG University of Maryland Historic Preservation Washington, DC CAITLIN MEIVES Landmark Society of Western New York New York BHAVESH MITTAL City of Plano Texas PAULA MOHR Bentonsport Preservation, LLC Iowa MAGGIE SMITH San Francisco Planning Department California In this Issue Funding for historic preservation projects has always been difficult to obtain and very often an excuse for inaction. The most successful preservation projects have always had to assemble a variety of funding sources to make them pencil out. Over time, many of these tools and incentives have gradually gone the way of the dinosaur — extinct. While the federal tax credit program still provides a good source for certain projects, the lengthy process can be daunting for some property owners. States and local governments have often stepped up with incentives or other funding mechanisms that help contribute, but these often sunset or are easily depleted with the first few projects. In this issue we explore a variety of funding mechanisms and incentives that are being used today and that can often be replicated in other jurisdictions. We start with Katelyn Wright's story of how the Greater Syracuse Land Bank has been instrumental in making a huge difference in their community in terms of improved historic neighborhoods and commercial restorations. Ann McGlone and Ellis Mumford-Russell provide important insights into the use of federal tax credits by focusing on a couple of projects in San Antonio. Erin Que describes how Minneapolis is accessing grants to improve their preservation program, and Michelle Thompson provides us with some background on how to take an existing incentive and improve it, especially for economically distressed communities. Myrick Howard, a legend in historic preservation in North Carolina, gives us some insight into how local orqanizations and community members can truly make a difference, often when no one else will step up to the Historic Stickley House in Syracuse, New York, prior to restoration. The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 3 Katelyn Wright is Executive Director of the Greater Syracuse Land Bank and President of the New York Land Bank Association. She has received numerous state and national awards for her innovative work in land banking. She is a graduate of the University of Washington and Cornell. In her free time, she leads her neighborhood association, Eastwood, and is restoring her historic home with her husband Tim and canine companion, Boyd. almi»>uIIV mllml 9uuuuV muuVll aooi»Ilp mll VVVI mill Nuip1 amullill mllml , �uump ull..ials uu Vlluull Ouullpp o q.1m���� III ��\1\1\�I`I1"1I I C uuuuuumV�°�� ��m����� y I� V� IVm p 1 p I ��\�\��I�1Q11,.I III�1`II� uuu �� �l�I IIIIIIIIIIIIIIIIIIIIIIII '^�V111111������� '.. ������ ""111111111141t`,ll IIIIIIIIIIIIIIIIIIIID�� 111um�������'.. ������� ������III '..���� lllllllluw 111�`\wl ������ "'iu111111111141t`,ll�� 11111110.61lllllyY IIIII�111194 ""���Illlllllllm�lu� "'�iiIIIIIIIIIl41�u` +91111111ri1116111 � Ili Nuuulll��,, uuo� mlmpl� 011 p�VV\ �°� mlmolmp uu umou Ouuul ul IIIIIIIIIIIIV� � unmouuu��l���� uuuuuuuu01��1t r 1\� 11 1101������ �tiIIIIIM Illlllll1111� I1104 1 luulmonnn� �Vumliml I IIIIuamlm� 11 UU By Katelyn Wright Local public authorities, created and controlled by local government, are meant to be nimbler than government and have more powers than a typical nonprofit. Half our board members are appointed by the city and half by the county. Between the 1950 and 1960 US Censuses, all major Upstate New York cities experienced the same demographic transition (which I assume was typical throughout the Rust Belt) from the majority of our population living in the central city to the major- ity living in the suburbs. Our metro population has remained stable since that time at about 500,000, but the urbanized area in Onondaga County has doubled, so the same population pays to maintain twice as much infrastructure. This sprawl was driven by federal and state policies that enabled "white flight" across the country. Syracuse today is one of the most racially and socioeconomically segregated metro areas in the country and geographically concentrated, extreme poverty poses a challenge to the neighborhood revitalization work we do. Popu- lation loss in the urban core reduced demand for real estate, depressing property values to the point where homeowners often can't justify the cost of basic property maintenance. Deferred maintenance and deterioration further depressed property values in these neighborhoods, reinforcing the downward spiral. Good paying manufacturing jobs moved to the South and then overseas. Racially biased lend- ing practices that date back to the Federal Housing Administration redlining neighborhoods with large numbers of racial and ethnic minorities in the 1930s, and that persist despite the 1968 Fair Housing Act, exacerbate these issues. When the GSLB was established, there were 1,800 vacant buildings in Syracuse and about 3,000 vacant lots. 4,000 properties were tax -delinquent enough to be eligible for foreclosure — about 10% of all properties in the city. Our objective was to get site control over as many abandoned properties as Page 4 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Properties acquired by the Greater Syracuse Land Bank, 2013-2023. possible so we can assemble adjacent properties for larger -scale redevelopment and turn others over to responsible buyers as quickly as possible. The easiest way to get title is via tax -foreclosure and the city made us the default recipient of all their tax - foreclosures. We also acquire strategic properties via purchase and donation. Since inception, the GSLB has acquired over 2,100 properties and sold over 1,350. We mostly act as a middleman, triag- ing properties at acquisition and listing them for sale as fixer -uppers, vetting our buyers to ensure that they have the financing and skills to renovate them. This way, we "crowd fund" neighborhood revitalization, leveraging nearly $50 million in private investment in renovations to date. Until 2012, Syracuse had re- lied almost exclusively on funds from HUD and New York State for neighborhood revitalization, but we couldn't address the scale of our problem as each year federal block grants shrunk and the number of vacant buildings increased, the skills and financing to handle the project, and since we aren't selling it sight unseen, we have a better sense of what each house needs to bring it up to code so we can make that determination. • We also screen our buyers to ensure that they don't have a history of code violations or delinquent taxes. • We can take the property back if the buyer fails to perform. • Since our buyers aren't buying sight -unseen, they can access construction financing and we attract more risk -averse, deliberate buyers and investors. Auctions tend to attract cash buyers who are comfortable with a high degree of risk. • We can impose conditions on the sale, such as requiring properties that have been illegally divided into multiple units to be returned to a single- or two-family configuration or requiring that a property must be owner -occupied and not a rental. • We don't have to sell to the highest bidder. We show preference for owner -occupants over landlords and locals over out-of-town buyers. • When it's more strategic to do so, we can hold properties and work on environmental remediation, stabilization, renovation, demolition, or assembling with adjacent properties to make them more suitable for redevelopment. • Sales revenue is recirculated to support land banking activities described above. We currently hold just about 800 properties, 80% of which are vacant lots. We have demolished 615 blighted buildings. About 40% of the structures the city conveys to us have turned out to be demolition candidates. We are still playing catchup, acquiring properties that have been vacant and tax -delinquent for many years. We hope to see that ratio decline as we catch up with the backlog of seizable proper- ties and acquire properties earlier in the cycle of abandonment. In our position, transitioning to a land bank instead of a tax -auction has many benefits: Between the 2000 and 2010 US Censuses the • We can screen our buyers to ensure they have city's population stabilized and between 2010 and The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 5 105 Eastman Avenue before. 105 Eastman Avenue after it was renovated by a property flipper and sold to an owner -occupant. 2020 it grew for the first time since 1950. Since substantially, although there is still often a gap COVID, we've seen real estate values increase between the cost of renovating or building new Page 6 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions and the value of the finished product. In late-2022, Micron Technology announced plans to invest up to $100 billion to build four chip manufacturing plants in Onondaga County. This year President Biden an- nounced they were being awarded a $6.1 billion federal grant funded by the CHIPS and Science Act, cementing their plans as a reality. Micron is antici- pated to bring 9,000 jobs directly in their facilities, another 6,000 at other businesses supporting their supply chain, and 5,000 in construction. We stand a real chance of growing our regional economy to a degree that eliminates the gap between the cost of new construction and the finished product. Our job is to make sure that the most distressed neighbor- hoods aren't bypassed by this regional economic growth. At the most basic level, the work we're doing to attract investment to areas that have long suffered from lack of resources and maintenance is critical to the preservation of these neighborhoods. In addi- tion, we are now "stabilizing" dozens of buildings each year — replacing roofs, windows and doors, repairing foundations and collapsing porches, to stop them from becoming demolition candidates, to mitigate their impact on neighbors' quality of life and property values, and to make it financially viable for buyers to purchase them and finish the interior renovations. Where we are most engaged in historic preserva- tion with a capital "P," is with large and/or difficult to-repurpose buildings that are landmark eligible or designated. We often hire cultural resources special- ists to nominate our properties to the National Reg- ister of Historic Places so that our buyers can utilize state and federal historic rehabilitation tax credits to make restoration possible. We also often complete extensive stabilization work to stabilize and preserve these properties before extensive restoration can begin. Perhaps most importantly, we are a patient seller willing to hold these properties for the often frustratingly long time it takes to pull together the complex, multi -layered development budgets re- quired to save them. The most exciting of these is the Gustav Stickley House. Gustav Stickley built his furniture factory on Burnet Avenue in Syracuse in 1893. In 1 898 he parted ways with his business partner and estab- lished the Gustave (he dropped the "e" in 1903) Stickley Company. In 1900, he purchased a newly built Queen Anne home on Columbus Avenue. Around the some time, their first furniture that can now be called Arts & Crafts was introduced at the Grand Rapids Furniture Exposition. In October 1901 , he launched The Craftsman magazine, which promoted the style and his products through- out the country. That December, a major fire required that the first floor be gutted and rebuilt, which he did in this new style. This is widely considered to be the first Craftsman interior in the US. From the exterior, the only evidence is a wide Craftsman style front door on an otherwise Queen Anne home. The home is a local landmark and listed in the Na- tional Register of Historic Places. It is truly magnifi- cent. Stickley and his family moved to NewJersey in 1910, but his daughter Barbara bought the house back in 1919. Later in life Gustav moved in with Stickley door on his Queen Anne home. The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions Page 7 C,km�w+dxu,t�. ��A1�ui�ag�.nnw+a� The Craftsman Magazine view of the inglenook from the dining room in Stickley's home (1902). Barbara and her family, living in an attic apartment on the 3rd floor. He lived there until 1942 when he passed away at the age of 85. In 1950, the home was sold and turned into five apartments. It remained a multi -family apartment building until 1995, when it was purchased by the owners of the L &JG Stickley Co. The property remained vacant. In 2012, local excitement for restoring it and making it publicly accessible ignited, and a coalition of local nonprofits started working together to secure grant funding for its restoration. In 2016, L &JG Stickley donated the house to the University Neighborhood Preservation Association (UNPA), who restored the exterior using state grant funding. In 2019, UNPA conveyed the property to the GSLB for us to hold tax-exempt while funds were raised for the interior restoration. Interior work has now begun. When complete, we will convey the property to the Onondaga Historical Association to operate as a museum and "guest house" with rooms upstairs for rent. You can learn more about the home and donate to support the restoration at www.gus- taystickleyhousefoundation.org. South Presbyterian Church is a Richardsonian Romanesque church built in two stages in 1902 and 1907. It had been vacant for over a decade before the city foreclosed on it and conveyed it to the GSLB, at which time it was already a local landmark. We nominated it to the National Register of Historic Places and had a historic structures report completed. We have since spent about $75,000 on structural stabilization and shoring work on the interior. We issued an RFP seeking developers wish- ing to restore the nearly 30,000 sq. ft. building in 2020. Reuse of this building is particularly com- plicated due to the floorplan and the sloped floors and balconies in the sanctuary. We have been under contract for several years with a local couple (of which the husband grew up just down the street from the church) who are working to turn it into an event venue. We anticipate that we will close by the end of this calendar year and they will use state and federal historic rehabilitation tax credits as well as a variety of grant sources to supplement their construction loan in order to make this a financially viable endeavor. In February 2024 we closed on the purchase of the Delaware Baptist Church. Like the South Presbyte- rian Church, it is located at a busy intersection and a landmark within its neighborhood, but this one is not locally designated nor listed in the National Register at this time, although it has been deter- mined NR-eligible and was designed by renowned local architect Archimedes Russell. It was of strate- gic value to purchase this property for $150,000 because we had spent several years assembling adjacent lots on the north side of Delaware Street and had just recently entered into a contract with the Spanish Action League of Onondaga County for them to build nearly 60-units of housing in four buildings immediately across the street from the The same view in 2017. Page 8 The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions jell ;, �� South Presbyterian Church church. We controlled three corners of this intersec- tion when the church was listed for sale by a New York City owner, and we feared what might become of it if we couldn't control the outcomes to make sure that it complemented the affordable housing being developed nearby. We are currently utilizing a Brownfields Assessment Grant from the US EPA to test for asbestos and lead in the building and work- Delaware Baptist Church and School ing with an engineering firm to scope and put out to bid a badly needed roof replacement. This summer we will hold a series of neighborhood meetings to hear what people would like to see the building used for and once it is stabilized we will release an RFP seeking developers to partner with the GSLB on its redevelopment. The GSLB has now been operating for 12 years. The number of deteriorated vacant buildings in the city declined by 44% since 2012. Assembling development sites from numerous contiguous parcels is still painfully slow -going, but the community and elected officials are finally seeing hard evidence that this land banking strategy works as the city ramps up numbers of new single-family homes built for afford- able homeownership opportunities. We have as- sembled hundreds of suitable sites for new construc- tion and facilitated hundreds of renovations. We are now investing more of our time and resources into stabilizing building exteriors so that neighbors can see faster results and project costs are lowered for our buyers. In just the past few years we've started to see a heightened level of understanding for our work and its value on the city council and county legisla- ture. In fact, one skeptical city councilor who voted against creating the land bank is now so convinced that our strategy works that he serves as the chairman of our board of directors. IIIIIIIIIIIIIII The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions Page 9 Ann McGlone is partner emeritus at Post Oak. She has served as restoration architect on numerous high -profile projects including restoration of Grand Central Terminal in New York. She was previously historic preservation officer for San Antonio and has served on the President's Advisory Council on Historic Preservation and as a board member for NAPC. Ellis Mumford-Russell is the managing partner at Post Oak Preservation Solutions. She focuses primarily on guiding projects through the historic tax credit process but is also involved in development of design guidelines and preservation planning. Ellis holds an M.S. in Historic Preservation from the University of Pennsylvania. uuuuuuu�um tm m mull uuuu u f III ouu uuuu I I uu I u�ll uuuu uuuu uuulll uuuullll�l IIIIIIIIIIIIIIIIIIIII uu Imm Imlu uuo uu uuuu um uuuum uuu °1� uuuu) uuuum By Ann McGlone and Ellis Mumford-Russell The ultimate purpose of historic tax credits is to breathe new life into vacant and underutilized buildings and sites; however, preservationists often find themselves mired in bureaucratic intricacies, sometimes losing sight of the broader goal: saving historically significant structures. Local desires to transform these sites can sometimes clash with strict interpretations of the Secretary of the Interior's Standards (SOI Standards). Achieving success requires compromise and creativity from all parties involved, including owners, reviewers (at local, state, and federal levelsj, architects, and consultants. Local preservation professionals and commissions play a crucial role in these efforts as well. By understanding the complexities and being involved early in the process, they can help navi- gate challenges and ensure that projects both honor historical integrity and meet contemporary needs. This article examines the specific challenges encoun- tered in the adaptive reuse of industrial properties, illustrated through three San Antonio case studies. While the focus is on this particular building type, the lessons learned are broadly applicable. We will explore two projects that failed to secure historic tax credits and one that, after much negotiation, was successful. This article is not intended to be an attack on reviewers but, rather, a call to action to facilitate a more nuanced and solution -oriented ap- proach to these complicated resources. Case Silinl "III oise Slltair airld IIRealiirllll IIIBire eirie rl1he Illlllllh fecllh of'Ilhlllme IReiiriod o,. Suliglnlir i6calne alu°iu IIIIk�oa: Ciredi't PirojecIlts When a building is designated on the National Register of Historic Places, that nomination estab- lishes a period of significance (POS), which defines the span of years during which significant events Page 10 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Historic photo of the Pearl Brewery. Site plan of multiple additions to the Lone Star Brewery. occurred relative to the nomination criteria. This case study examines the effect of POS on potential historic tax credits for the Lone Star and Pearl Breweries in San Antonio, highlighting how it can become a major hurdle. These two old brew- eries, abandoned or underutilized for many years, were considered eyesores despite their historical value. Though dilapidated, they both served as landmarks for the city and local desire for their revitalization was strong. 1lllmmw IIII'waurN IIII''urw"ur Founded in 1883, the earliest build- ings on the Pearl Brewing property date to the late 19th century, includ- ing the prominent 1 894 Second Em- pire style brewhouse, designed by notable Chicago architect, August Maritzen, who designed brewer- ies across the world. By 1916, the brewery was the largest in Texas and a pivot to near beer, soft drinks, and other services ensured the com- pany endured Prohibition. Numerous additions were made in the 1950s through the 1970s and the complex was later purchased by Pabst Brew- ing in the 1980s before shuttering in 2001 and sitting underutilized for several years. Major rehabilitation efforts began in the 2010s, which led the owners to consider historic tax credits. a m` m The Pearl Brewery faced issues because all buildings, regardless o of their significance or age, were o treated equally. This lack of a hierar- o chy of significance led to conflicts. a The broad POS (estimated 1 880s ti through 1970; a National Register u nomination was never finalized) cap - The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 11 Lone Star Brewery. tured the entire lifespan of the brewery operations, complicating the path forward if the owners elected to seek historic tax credits. The new owners of the Pearl Brewery met with the state tax credit reviewers at Texas Historical Com- mission (THC) early on at the recommendation of the San Antonio Historic Preservation Officer. Although the largest, most significant, and architect - designed buildings were from the late nineteenth century, less significant utilitarian buildings from the 1950s were deemed to have the same importance. For example, two 1950s grain silos obstructed the main entrance to the 1894 brewhouse, which was to become a luxury hotel and dining destination. The owner suggested demolishing one of the silos to have a clear view of the ornate primary entrance to the main building while keeping the other silo. An- other request of the owner was to add windows or lightwells to some of the 1950s windowless ware- houses to make them more usable. Both compro- mises were rejected by the reviewers who felt that the changes would too greatly diminish the integrity of the property. Ultimately, the owner chose to forgo millions in historic tax credits to pursue a successful project, demonstrating that stringent interpretations can some- times hinder preservation efforts. Today The Pearl has become a transformational project that has revitalized an entire section of the city and become a major tourist destination. Folks across Texas recog- nize the success of the adaptive reuse of this long - vacant complex and are often surprised that historic tax credits were not a part of the capital stack. 1oirie Starr IIII'''Liure eir The Lone Star Brewery complex started as a small brewery in the 1920's. It grew exponentially over the following decades before closing in 1996. The city's office of historic preservation documented 38 N different additions. Many were so buried in the complex floor plan it was hard to tell one from an- other. The vast size of the single building resulted in dark, dank, windowless spaces in the interior, and a myriad of structural systems and floor levels. Like the Pearl Brewery, Lone Star's POS covered its entire operation period, from the 1930s to the 1960s. This broad POS made each addition significant, with no hierarchy of importance. A brave developer eventually entered the picture looking to redevelop the property into a mixed -use complex, including housing. The plans included removing the roof from some of the interior rooms to create light wells and courtyards for apartment units. The developer also proposed re -opening windows that had been blocked in during the period of significance as well as new window openings on the side elevations to allow for flexibility of the Page 12 The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions interior space and provide code - required light and air. However, reviewers rejected these proposals. Although the changes would have altered the building, they would have retained its overall integrity while allowing for its reuse. The rejection of these proposals has prevented the redevelopment of the site, leaving this significant complex, visible from many points in San Antonio, vacant and aban- doned. Merchants Ice and Cold Storage. r6lllne s s: Keirajir(:Aky of Siihlirnific(, ji uc°ec It is crucial to create a hierarchy of significance, identifying the primary character -defining features. Preservationists must rec- ognize that not all elements built within the POS are character -defining; some changes may even detract from the building's integrity. I"I6x6lbi� liilVy in Adaptcnikoirc Focus should remain on transforming buildings by retaining their primary character -defining features while allowing flexibility around the retention of later changes. The POS should not become an insurmountable barrier. Eaidy lhrnvoheir ne i nih and Advocacy: Local preservation professionals can support such projects by advocat- ing for a nuanced approach to POS and encour- aging early dialogue between developers and reviewers to find balanced solutions. Preservation commissions can help by pushing for a hierarchy of significance that prioritizes character -defining fea- tures while allowing flexibility for necessary adapta- tions. This approach can make complex sites more viable for redevelopment. Case S,irtitdy #2 Meiircllhiiaiinirts lke AiinMf lllld IIIV°couirss e A II"°^,kA of na ILy.c;gistor II"°,�oirrnuin( liioin's �Ji nuoNc ciiA of n6l Effr r,,. [ on Adap[ive Reuse In our second case study, we want to focus on National Register nominations more generally and their unintentional effect on adaptive reuse. Na- tional Register nominations are academic exercises to determine historic integrity based on established criteria. Over the decades since the creation of the National Register, these academic projects have become legal documents responsible for driving decisions with regards to historic tax credits, Section 106 consultation, and more. Because the designa- tion criteria are not solely based on the physical aspects of a structure, conflict with historic tax credit projects, which deal solely with the physical aspects of the building, can arise. Merchants Ice and Cold Storage is a large industrial complex located on the near east side of downtown San Antonio that is listed in the National Register of Historic Places. The primary building is a four-story brick cold storage structure that was remodeled and added onto over five decades. Three one-story clay tile warehouses, each with an addition, compose the rest of the site. A developer decided to tackle this complex and convert it to high-tech offices. Post Oak Preservation Solutions has been consulting on its multi -phase rehabilitation for the last few years, which is due to wrap up this summer. The National Register nomination, prepared by a skilled and experienced local historian, while academically rigorous, created practical challenges for adaptive reuse. Part of the National Register nomination focused on the unique construction The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions Page 13 Merchants Ice and Cold Storage mechanical equipment. technique developed by a local entrepreneur called "Lift -Slab Construction." This methodology involves the installation of perimeter walls that are in no way anchored to the slab or roof structure. This methodol- ogy, while historically unique, is structurally unsound. There is a reason that there are so few surviving examples of this building technology. Long before the current owner bought the buildings, walls of two of these structures had already collapsed, as well as one roof. How to structurally reinforce the walls and physically tie them to the roof structure became an early issue in the tax credit review process. During construction, another wall collapsed, strong winds knocked over a partially collapsed wall, and structural foundation issues were discovered on another building. Struc- tural engineers proposed to rebuild the walls with reinforcement and strong ties to the roof slab. That approach was rejected by the reviewers because the nomination cited the [failed] construction method- ology as significant. Eventually, compromises were made, allowing for reinforcement while preserving the building's historic integrity. In Phase 1 , structural reinforcement was attached to the exterior and "mini- mally met the standards." In Phases 2, 3, and 5, the reinforcement was attached to the inside of the walls and concealed with insulation and gypsum board. Additionally, the windowless nature of the cold stor- age facility created issues for the building's adapta- tion to office spaces. While the lack of windows helps to clearly identify the building's historic use, it made the reutilization of the building difficult. For the primary building, the developer wished to create offices, but windowless offices are not desirable. Prolonged negotiations began between the owner, architect, consultant, and reviewers regarding how windows could be introduced to make this building usable. How many windows are allowable? Where can they be located? What type of window is ap- propriate? Would too many windows take away from the historic integrity as defined by the National Register nomination? This involved months of nego- tiation during each phase. Through negotiation, we arrived at a solution including about a dozen new windows, strategically placed, that was accept- able to everyone. As much as it would be simpler to have a formula, say percentage of mass to void, we believe the negotiation process afforded more flexibility. While the National Register nomination created issues with some parts of the rehabilitation, it was helpful with other aspects of the project. The size, placement, and locations of the mechanical systems on the exterior of buildings was another constant issue on this project. The building's new use includes research laboratories. While the laboratories didn't need a lot of windows and were therefore a good use for industrial buildings, they did need very sophisticated and large mechanical systems. In fact, Page 14 The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions I III'll: Y S j 0 S U C C I'll: S S III"' IIR ll, IIII ll P III . III'll: S lllllll; IIIR VA F IIII '") N j)III . '° III' III'll: S S IIII '") N A ll Eairllll Illlurm allll enr menrnirlltA Engage with project developers, consultants, and architects at the earliest stages to identify potential challenges and opportunities. vocailte foir lieiiraiirdlhy of g'iiiginnifiicaincen Push for a nuanced approach to periods of significance that prioritizes character -defining features. Enrncourrage IlElllle uillf4llluiili r Support adaptive reuse that maintains the overall historic integrity while allowing necessary modern updates. IFa6loiilliallte g°aul°niriiinsiuiiniuica,lV'uianri: Foster open lines of communication between developers, architects, consultants, and reviewers to preempt conflicts. each laboratory room required its own separate me- chanical system to guarantee a sterile interior environ- ment. Luckily for us, the historic photos from the National Register nomination documented large exposed mechanical systems on roofs and on the ground throughout the complex. In this way, the nomination served to support the extensive mechanical systems needed for this project's success. Ifalkf'1a a sM I Ilexi'1k)iilkir oun IC��deirirn iuinuirirg �° y �hairrndteir DeFining II r,a... tu.nirrnnun: It is crucial to determine early which physical characteristics need to be preserved and to allow flexibility in adapting others. P',1dt IC: verythkn ng Ih llksb16c Illnr Woidk IF°rw:rrnll iingr Sometimes historic features do more harm than good and may need to be modified to ensure the long-term use and preservation of the building. C..n: anway foir Meckcjinicall II I::,gn.uupirn~reinit: Industrial sites should have more leeway in the amount and location of mechanical equipment, given their historic Piranrnrnioiie gwaIIIIIIIIadlf aurc IlVniiansm Encourage a collabora- tive approach where all stakeholders work towards mutually beneficial solutions. Docurimenrnrllt "'IIII"'llhauratigllhllll r Ensure that National Reg- ister nominations and other historical documentation are detailed and clear, highlighting both significant and less significant features. Sulpllpaiir'llt IlPiraclltuicallll gallllelltoianrns: Advocate for practical solutions to structural and programmatic challenges, recognizing that some historic methods may not be viable today. Ec uumulte aiind lluinfoiiruar Keep all parties informed about the goals and requirements of historic tax credits to align efforts and expectations. character. Exposed equipment may be part of the historical character. IC uinrnnsllll "'F"tioti,gllhrllts Historic tax credits are a powerful tool that requires a thorough and nuanced understanding of history, building technology, materials, policy, code, and design. Particular property types prove especially difficult to rehabilitate given their unique character or circumstances. It is also important to realize the unintended consequences of statements made in National Register nominations. For preservation professionals working in city preservation offices or serving on local preservation commissions, supporting these complicated projects involves advocating for a balanced approach that honors historical integrity while allowing necessary modern adaptations. Encourage early collaboration between project developers and reviewers to estab- lish clear priorities and address potential conflicts before they become insurmountable obstacles. IIIIIIIIIIIIIII The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions Page 15 Erin Que is an architectural historian by training and Senior City Planner in historic preservation at the City of Minneapolis. She has also worked in cultural resources management, interpretation and exhibit design, and higher education. uDr ila�rrNDIIhNw� I�\�uulou I� y p�i�i���lm N mttW mialoV. 1 1 NMg& N,\V ,go�m�au�V nlnmlplllll10I1I1I uu qq�I&p...�ul� �q�oa������o�pW a �oull m\'pl�m�\g1 NppCfl\, ,`11.``1mV\°Nlun��\111 �Nuti�'I�m^ at ii�r���gplp,, N �I111N �qN\��\�(�I��agl1�� �� .p I ��11WNIN9I�IVI� w'u1u l 0 0 "'uN171.JNIMIVD���� 0R� °`Nlluuou°I�\ 0 1101 �B10111uG �Ivtl,��ll0'I 'I NIdI! "��IN'Intu 0P\OAINYNI� '1�IIIQ...... .III. I.... IIWu,Nw'>,w, 0� "mpIHl01d1V1�"� 111111�1i6ry'II� r flr a��om &VN�� � ti ��� a�ua��v�10t �0i ���� �t o � � 11\\1luowiufi 1pu� � zavq» Mug � ���NN �@Iuu �� iuiuiml � �Nli Nailuiu� � ��u��� �i 1� N\ionm�� mlq�l�l�ol 1Hlaiamlula�A�1111luwla� w\1B �ioiululml By Erin Que �,Iii N'liIduiiiing III°Illie III°°°1all4bii,• The City of Minneapolis has a long history of apply- ing for and receiving CLG grants. City staff initially used our preservation plan (developed in 1990) to guide our efforts. From 2001 to 2011, the city received ten grants to systematically study the entire city and identify individual properties and areas that may be eligible for local designation. From there, we expanded our efforts into thematic surveys. In 2016, we used a CLG grant to develop a citywide Native American context statement and conduct a reconnais- sance survey. A 2018 CLG grant funded a context statement and selective survey on streetcar commer- cial nodes. Thematic studies allow you to explore a specific topic and understand patterns of development beyond a specific geographic area. In the last few years, we have used CLG grants to update survey documentation on two of our oldest historic districts. They were designated in 1976 and did not have a defined period of significance or list of contributing and non-contributing properties. This has The Washburn -Fair Oaks Historic District is one of Minneapolis' oldest districts. We are updating the design guidelines to better manage alterations and new construction in the district. made it challenging to administer preservation ap- plications. We also used a CLG grant to rewrite one of the historic district's design guidelines (also from 1976) to make them more useful in the 21 st century. CLG grants do require a city match either through funds or in -kind time. For in -kind time, consider- how your staff can best support your consultant team. Per- haps you can assist with individual building research Page 16 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions because you have easy access to building permit records and past preservation applications. Each year, the Minnesota State Historic Preserva- tion Office (SHPO) offers scholarships through CLG funding for city staff and preservation commissioners to attend the statewide preservation conference. Our staff enjoy the chance to connect with other preserva- tion professionals and often present on our work. In 2022, two preservation commissioners received a scholarship through CLG funding to attend NAPC FORUM in Cincinnati. They returned excited to share what they learned from their colleagues. We are fortunate in Minnesota to also have access to state funding through the Minnesota Arts and Cultural Heritage Fund, known colloquially as the Legacy Grant program. This fund is allocated by the Minnesota State Legislature and administered by the Minnesota Historical Society (MNHS). Each year, MNHS offers four small grant rounds for projects that are $10,000 or less and one large grant round for projects greater than $10,000. The small grant round is the right size for a local designation study of an individual property. In fact, we received a small grant in 2021 to study Fire Station 24 at 4501 Hiawatha Ave, which was the only fire station in Minneapolis staffed exclusively by Black firefighters. The Minne- apolis City Council designated Fire Station 24 as a local landmark in 2022 to recognize its association with African American heritage. It also reflects the history of segregation and desegregation in the Min- neapolis Fire Department. In 2019, we received a large grant for a Modern Era context study to better understand the city's development between 1930 and 1975. Although Minneapolis does not have an age minimum to be considered for landmark status, this study has been particularly useful as more prop- erties reach the 50-year mark for National Register eligibility. rellllll'iiinq tllll III'' .wllllll Staury In 2016, a nonprofit organization in Saint Paul (the other half of the Twin Cities) received a state grant to write the Saint Paul African American Historic and Cultural Context Study, which was finished in 2017. Fire Station 24 was built in 1907 and designated as a local landmark in 2022. This photo was taken in 1939. This was the first context study to be written about a rion-European American community in Saint Paul. The project team conducted community engagement at the same time as research and writing. Project lead- ers shared that it was challenging to do these tasks concurrently, especially with a limited budget. As the City of Minneapolis began to embark on a similar effort, staff decided to split the work into two phases. Start with engagement and follow up with the context study. In 2019, city staff applied for community engage- ment and a draft context outline in the inaugural round of funding through the National Trust for Historic Preservation's African American Cultural Heritage Action Fund. This grant process was and remains highly competitive. Minneapolis was not initially selected. Then May 25, 2020, happened. On this day, George Perry Floyd was killed while in the custody of Minneapolis police officers. History was being made in real time. The African American Cultural Heritage Action Fund decided to award the City of Minneapolis a $50,000 Vision Grant to carry out the work as proposed. After the grant award was announced, it took about a year before a Request for Proposals (RFP) was issued. A story had circulated in the media that mis- stated the scope of the project, which muddied the waters. Staff from across city departments also want- ed to provide input on how the grant funds should be used. Preservation staff had to navigate a variety of opinions, including the wishes of the granting agency. The RFP sought a consultant team that would be led by someone with experience in community engage - The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 17 ment and include a subcontractor with expertise in historic preservation. Additionally, 20 percent (or $10,000) of the grant was reserved to provide stipends to community stakeholders who participated in the project. Offering stipends to community mem- bers is an equitable engagement practice that is not yet used widely across the preservation field or in government settings. This gesture recognizes the value of the input community members provide, especially on a project that focuses on telling a specific com- munity's history. Preservation staff identified this need in the grant application, which was supported by the grantor and written into the grant agreement. The city hired a team led byjudge La,June Lange of Lange Johnson Development and comprised of Equity Strategies, LLC and 106 Group (note: the author was part of this consultant team prior to joining the City of Minneapolis). In Fall 2021, they held six virtual community engagement meetings due to the ongo- ing COVID-19 pandemic. Instead of focusing the meetings by neighborhood, they identified topics for each meeting. For example, one meeting focused on Black houses of worship while another explored Black music. For each meeting, they invited key community leaders to speak about places, people, and events important to them. Participants enjoyed hearing stories and wanted to figure out how to pass knowledge on to future generations. The consultant team also identi- fied seven themes and drafted an outline for the future context study. The report was published on the city's website in early 2023. City staff rolled out communications to the mayor, city council members and their wards, preservation professionals, and interested neighbor- hood groups. From there, we began planning for the next phase to write the context study and a selective reconnaissance survey of 25 properties. We submit- ted a letter of intent to the African American Cultural Heritage Action Fund. Due to an overwhelming response rate, we were not invited to proceed with a full application. Although the news was disappoint ing, we looked for other options. We identified two possible grants: a large Legacy Grant through MNHS and the National Park Ser- King Solomon's Mines was the first R&B club in downtown Minneapolis. It opened in the late 1960s on the ground floor of the historic Foshay Tower. vice's Underrepresented Communities Grant (NPS URC). Both applications have one cycle per year and deadlines in the summer. The application questions were relatively similar to the previous application, and we thought the answers to one could be minimally modified to respond to the other. Recognizing that both would be competitive, we decided to apply for both and hope that we would get one. If we only applied for one and did not receive it, then we would have to wait until the following year to try for the other program. We didn't want to lose the project's momentum. If this didn't work, we might have chosen to break the project into small phases and pursue a series of small grants. Writing a grant application, especially for a large sum of money, requires thoughtful planning. You have to demonstrate why the project is needed. It can be helpful if your preservation plan or a previous study identifies the need. You also might want to get your SHPO and other preservation partners on board to show their support. You are often asked to produce a timeline for the project, to demonstrate that it can be completed within the allotted time. Using past experi- ences in consulting, we developed a reasonable and realistic work plan. You also need to consider what you will do with the end product and how it will im- pact your community. The work you put in on the front end will only help you later when it is time to imple- ment. This advanced planning and consideration will produce a better grant application that is more likely to be selected. Page 18 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Lena Olive Smith was a prominent African American civil rights attorney and activist. Her house at 3905 5th Avenue South in Minneapolis is a local landmark and listed in the National Register of Historic Places. Fast forward to the end of 2023 and start of 2024. We learned that both grant applications were suc- cessful, for a total of $142,500. This was not the plan, and we were concerned that we would have to turn one of them down. Instead, NPS worked with us to revise the scope for the URC grant to instead produce a Multiple Property Documentation Form (MPDF) and at least three National Register nomi- nations. We are working on the context study first, through the Legacy Grant. The city also pledged a cash match of $5,250 to support the project. Once that is complete, we'll begin the MPDF and National A.B. Cassius, Jimmy Slemmons, Cecil Newman, Clyde Williams, and Arthur Briggs in the 1940s. Cassius was the first African American to receive a liquor license. Slemmons founded the Twin City Golf Club for Black golfers. Newman was the publisher of two Black newspapers: the Minneapolis Spokesman and the St. Paul Recorder. Register nominations, through the NIPS URC grant. We are thrilled to be able to expand the project over several years and ultimately list three properties in the National Register. An important aspect of this project is continued community engagement. Even though we did a big g effort at the start, we feel it is important to continue to oinvolve community in the telling of their history. We have established a community member work group to provide input at key points in the project. We are ask- ing them to share research materials and repositories that may be useful, help identify which 25 properties _ to survey, review drafts, and make recommendations for future steps. We also plan to promote the project at relevant city events and continue to collect input online through our website. This is a big undertaking. While the completion of the context study and later the MPDF and National Regis- ter nominations will be significant milestones, they will not be the end of the project. This is likely a project that has no end. We believe this work will better equip our staff to identify significant resources associ- ated with African American heritage when consider- ing demolition and other development projects. We hope that it will encourage property owners to pursue National Register nominations or landmark designa- tion for their properties if they wish. II'°iiillius Foir Stpccess Grant projects take time and patience. It is not easy to navigate grant application portals, especially the federal government portal. We are lucky to have 0 colleagues in the City of Minneapolis who are o s experienced with these processes to guide us through o creating the proper accounts and understand what 0 a 5 is or is not required for submission. Read the instruc- tions thoroughly and ask questions. You don't want to t be disqualified because you missed a key step. Our �C colleagues in the grant agencies are incredibly helpful s and supportive. They want to see you succeed so don't be afraid to reach out to ask questions. Make sure to celebrate the successes and the work being done. And know that it gets easier with each application. jjjjjj The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions Page 19 Michelle Thompson is the Certified Local Government Coordinator and Main Street Design Specialist for the State of Washington. Michelle is a champion of underdogs and always takes the backroods. ✓% o Oo, %i� opoi� o Oil o l o O Jl -i//Olio,%�000 ii -rooi, i� r, r %%% i a„' o!%//r ! oe�oio ion///// o o %O, ,j? fro/ i i� ,i0iii, it// o 00 ;% %/ io r � i aJ/" ii � D/o, f/off j�o, / �o �o,. ,iOa ia,. Oi, iGO 0/ ;% %� % ' %�' % � j j � j o !,o, I i i -i ,�iai, o % % / rrr 0 0 �„ �; j � �li000i000i: I /o il, ioi �i i,00!o l/000 ✓ %o % i�°°j���% �j o, % � ��i ��im, %''o , / 0 'o i/.'o o , . �o„ � poi////r ��'m/////r 'o o ? o �D, o ofi� , � coa////r oi„ , i„io/i/ col// oii�% �°oio/ ? ?„ ?„ ?„ %ion ? o���� t� ,. �pO000�. ,�a0000 i�oo ,.a000°O� o 0 000, to � � % % r0 to i'a /ioo to o.Oii,- toy 9 � l % % ' ' %o o �a�oo� /ici /O � o � � �� Ip000D 1 oOic 1 o � � ,, rrrrr o ?„ 0 / o / ? col/ 'iicii/ % o o 0 0 0 P P o ° ,G0000il 0 ?„ ��ii//////r ii//////r % e! °o�/l/ By Michelle Thompson Eligible properties which undergo substantial re- habilitation may receive special valuation if the rehabilitation work is approved by the local historic preservation review board. The work must have been conducted within two years prior to application and must be equal in cost to at least 25% of the assessed value of the structure prior to rehabilitation. Qualified expenditures follow those used for federal historic tax credits. For large rehabilitation projects with lots of qualified rehabilitation costs, this can mean that owners pay no property tax for up to a decade. The program helps remove the disincentive created when rehabilitation substantially improves a historic property resulting in higher property tax. Nearly half of the state's counties have utilized the program. An analysis of data over the past decade shows that while commercial properties hove received the most substantial benefits from the program, multi- family residential properties have been the principal recipients of the program in terms of the number of properties rehabilitated. Property owners in Washing- Aberdeen Masonic Temple during renovation. ton's largest cities like Seattle, Tacoma, and Spokane have been the primary beneficiaries of the program. However, in 2020 an amendment to the STV law may help level the playing field, by making the program more attractive to our smaller, economically besieged CLG communities. Seeing the worth and potential of the program, especially in communities faced with loss of traditional industry that has led to economic decline and a cache of historic buildings Page 20 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Masonic Temple completed. in disrepair, community leaders hailing from some of these hard-hit areas joined together to gain support for an amendment to the law to make the benefits of the special tax valuation program work harder for these communities. In 2020, Substitute House Bill 2868 amended the law to offer up to two seven-year extensions to property owners receiving STV in cities with a popula- tion less than 20,000 located within economically distressed counties and counties where the three-year unemployment rate is at least 20 percent higher than the statewide average. This means economically disadvantaged areas can now take advantage of special tax valuation for up to 24 years. Encouragingly, recent proq`rcm data shows that communities like Aberdeen and Hoquiam, both hit hard by the decline of the timber industry, are taking advantage of the program and the 2020 extensions. According to Wil Russoul, Executive Director of the Downtown Aberdeen Association ja Washington Main Street Communityj, who played an instrumental part in the passage of the 2020 program extensions, "In Aberdeen one example of this program working to help preserve history and benefit a building owner is the Grand Heron Building. The owner was in the [STVI program prior to the amendment on 2020 and Inferior of the Grand Heron on the ground floor of the Masonic Temple. nearing the end of the initial 10 years granted within the parameters of the original legislation. After this amendment the owner was able to work with the city and obtain an extension to his improvements, espe- cially pertinent during the recession issues during and after COVID." While the owners of the building, which originally served as a Masonic Hall, were taking advantage of STV before the 2020 extensions, they were able to apply for and successfully receive two extensions, ef- fectively adding fourteen additional years of reduced property tax on the property for the owner. With efforts toward rehabilitation ongoing, the building currently houses a salon, quirky gift and decor shop called Grand Heron, and Messyjessy's Bar & Grill that also serves as a venue for local music. Another example of a property owner benefiting from the special valuation program and the recent amend- ments is Vasa Hall in Hoquiam, another historic log- ging town adjacent to Aberdeen. Built in 1927, Vasa Hall historically served the community as a social hall for the Swedish Vasa organization, a youth center, and a Moose Lodge. As part of its many layered history, the hall also functioned as a music venue for many legendary Pacific Northwest bands. The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 21 Speaking to the local enthusiasm for the beautifully rehabilitated utilitarian building, Angie Bieker, Historic Preservation Officer for the Hoquiam CLG Program stated, "The owners of Vasa Hall have been working hard and have done a wonderful job of restoring the building. The building was listed on the local register in 2020. They filed their first application for special valuation in 2023. They will also take advantage to apply again [for the extensions]. They have restored the building and currently have a wine shop and coffee shop renting space. They have future plans of Airbnb units as well." The first floor of the hall also boasts a beer bar and live music venue called Red Cedar. Building co-ownerjessie Hancock added "My husband and I are thrilled to be the stewards of this magical building and enjoy sharing it." Although not a silver bullet, the special tax valuation program can be an effective tool for aiding in the economic revitalization of Washington's many beauti- ful historic communities. The Washington Trust for Historic Preservation has proposed support for a bevy of additional ideas to further enhance the program, such as allowing qualifying expenses to include the construction of ADUs on a property receiving special tax valuation, reducing expenditure and timeline thresholds for applicants, and expanding qualifying expenses to include green energy retrofits. For more information on the program, please visit https://dahp.wa.gov/grants-and-funding/special- tax-valuation. IE Vasa Hall historic photo, Hoquiam, Washington. Vasa Hall prior to renovation using special tax credits. Vasa Hall today. Vasa Hall interior showcasing original materials. Page 22 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Myrick Howard, President Emeritus of Preservation North Carolina (PNQ, was presented the National Trust's 2023 Louise DuPont Crowninshield Award. His newly expanded and updated book, Buying Time for Heritage: How to Save an Endangered Historic Property, is available from UNC Press. www.uncpress.org It has been described as "on indispensable resource for those looking to save the special places of our collective past." Property Work a i i i he State of Historic Preservation" By Myrick Howard During those years, many changes have taken place in the preservation movement, but perhaps not enough. There was an enormous sense of optimism in the 1970s, as the nation's Bicentennial stoked preserva- tion interest. New public perspectives and preservation laws slowed rampant highway construction and urban renewal. Within the span of one decade, Congress passed the National Historic Preservation Act of 1966 (creating the National Register and the Advisory Council), the Department of Transportation Act of 1966 (enacting the strongest protection for historic properties and parks that have ever passed, and the creation of federal tax incentives for preservation and financial disincentives for demolition of historic resourc- es. Main Street programs were bubbling up; statewide preservation laws passed; and new organizations incorporated. Preservation to the rescue in our cities and towns! Arguably, we haven't seen anything like it since then. We've done tweaking, but little that's really moved the needle. In 1975, 1 had my first preservation internship. Work- ing with the Town of Tarboro, I wrapped up a preser- vation plan for the town's historic district — a plan that was started by a class of planning students. At the Myrick Howard speaking at the North Carolina Preservation Conference in Asheville, 2012. time, houses in the new Tarboro Historic District (locally designated and National Register) and in Raleigh's new Oakwood Historic District (also locally designated and NR) were generally similar in size, age, and price. One of the benefits that we touted as preservationists for local historic district designation was increasing property values, resulting in increased tax bases for the local government. Page 24 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Historic Tarboro, North Carolina. One of the biggest advocates for the Tarboro district was the local economic development director, who relied on the marketability of the town to attract new investment. Since then, Tarboro's property values have increased only modestly. Close to downtown Raleigh, Oakwood's property values have shot through the roof Similar houses cost 2-5 times as much in Oakwood as they do in Tarboro. But the tools that we are using in those two districts are basically the some, even though one district needs to keep a foot on the accelerator and the other needs to be tapping the brakes. Regula- tory tools based on statewide enabling legislation can hardly differentiate between the need to speed up and the need to slow down. Is it time to have more conver- sations about new tools that can work well in conjunc- tion with the existing ones? In 1977, I did my master's project about the twelve local historic districts in North Carolina. By the 1990s, there were more than seventy local districts. In those days, the biggest infractions in local districts were chain -link fences in the front yards and aluminum porch supports. Newer houses were out of scale with the existing fabric. They were too small and too horizontal (think 1950s and 1960s). Today they are way too big! And then, in the 1990s the growth in local historic districts ground to a halt. Local districts came to be viewed by many as regulatory wet blankets, reflecting changing political climates. Getting a COA required multiple meetings and detailed plans, even for the most sympathetic projects. The 365-day delay was hardly a disincentive for demolition since it could easily take a year to get your permits for more complex projects. Students in my own planning classes come back from commission meetings with little preservation enthusiasm (to put it mildly). 0 Recently we've seen several new local historic districts in North Carolina, the first in years. Mainly they are being advocated by African Americans who want to protect their post -World War II neighborhoods from being blitzed by teardowns. These neighborhoods tell z an important story about Black life during theJim Crow era, prior to the Fair Housing Act of 1968. Our de- cades -old regulatory tools are once again being called to the rescue — this time, to slow the market down. Not what many local governments want to hear. Where Preservation North Carolina made its mark through the decades was by approaching historic pres- ervation as real estate. We did direct property work. We all know the likely fate of a long -vacant historic building. Without some form of intervention, it will be lost —demolition in deed or by neglect. Through our revolving fund, we would intervene, usually working to find a new buyer legally committed to renovating and then preserving the building. (I always hated the "revolving fund" term, but eventually I learned to just chill and move on.) For nearly two decades, I was part of a perennial ses- sion at National Trust conferences entitled "Real Estate is the Name of the Game." The sessions were always well attended. We had "groupies" who'd show up every year for a recharge or for the answer to their newest challenge. We also had first-time attendees who left with renewed energy and a new tool for their efforts. In the conference sessions, I'd reiterate over and over that we had very little money in the bank. No pot of gold. No big fund. We had talent, creativity, and reputation on our side. We borrowed nearly $1 million from a friendly bank and the local historical society without collateral to upgrade the infrastructure in a donated mill village, and then sold more than 40 mill houses with protective covenants in 16 months. We let the buyers do the rehabilitation; we just got the houses market -ready. Borrowing nearly $2 million for the next The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 25 Oakwood Historic District, Raleigh, North Carolina. mill village project was no longer such a stretch We borrowed money from two friendly foundations to renovate more than a dozen houses for resale. The houses were affordable because we played mix -and - match with tools from the preservationists' toolbox. Donations of properties. Bargain soles. Volunteer clean- up days. Tax credits. Local downpayment assistance programs. New sidewalks and street trees from the local governments. We borrowed, used and reused, and then repaid hundreds of thousands of dollars. Again, we used our savvy and someone else's money. Many a time we borrowed against a donated prop- erty for the funds to stabilize and make it marketable. Who's going to buy a long -vacant house whose chim- neys are going to have to be rebuilt from the ground up2 Each problem makes an already challenging sale even harder. We tried to be preservationists with an eye on the real estate market. In North Carolina our biggest legislative advances over the last quarter century have been all about the real estate: tax credits. Perhaps the biggest impact of my career came in 2006, when we got an enhanced tax credit for the rehabilitation of vacant industrial buildings. We didn't talk much about preservation. We talked about NAFTA, lost jobs, and the downward spi- ral of local tax bases in the vicinity of empty industrial skeletons. We talked real estate market, not aesthet- ics. We weren't being negligent or disingenuous; the legislation required adherence to the Secretary of the Interior's Standards for Rehabilitation. The original impetus for the bill was a huge textile mill that was going to need more incentives than were available. The chief legislative sponsor of the bill was from that city. We could show him in dollars and cents why more subsidy was needed, and the legislation passed almost unanimously. Preservation is broadly supported when you can prove its value. The "mills bill" has resulted in more than $2.5 billion of historic rehabilitation, creating thousands of new jobs, thou- sands of units of badly needed housing (some afford- able, and a big helping of civic pride for many cities and towns. It's been a decade or more since the last "Real Estate is the Name of the Game" session. Preservation Lead- ership Training (complete with annual reunions) is a thing of the past. I fear that few graduate preservation programs across the country train students about how to actually save a historic building. Many graduates don't know much about working with contractors, subs, building inspectors, architects, engineers, banks, appraisers, etc. — the hard work of preservation. From our focused view of preservation as real estate, Preservation North Carolina has been directly involved in facilitating more than 2000 new units of afford- able housing, saving numerous properties of African American significance, preserving entire mill villages, and so much more. We have not turned our backs on discussions about race, gender, class, equity, diversity, and other social concerns. The wide assortment of buildings that we have saved have become stages for those important conversations. Without the buildings, Page 26 The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions the stories are lost, and the conversations are dry and academic. Touring slave quarters is very different than just reading about them. We enable Americans (wheth- er or not they consider themselves to be preservationists) to do both touring plus reading. The giant factory that spawned our "mills bill" has been beautifully renovated. In addition to its legacy of paving the way for numerous other industrial projects, its rehabilitation has directly resulted in hundreds of new units of housing; a local African American history museum; a sports and entertainment venue; renovations of dozens of mill houses in the surrounding village; an award -winning novel; and, most recently, a musical. Once again, we used every tool that we could find in the toolbox, and we borrowed money ($250,000) to make it happen. No pot of money to draw from. Savvy, patience, opportunism, persistence, and alliances are what we brought to the table. In the late 1970s, the National Trust convened a three- day gathering of preservation leaders to talk about "Preservation: Toward An Ethic for the Eighties." Is it time for another similar gathering to honestly address E,G IIIIIIIIIIIIIIIIIIIII ARCHITECTS since 1988 the State of Preservation? Perhaps a joint project for the National Trust, NAPC, the National Preservation Partners Network, the Advisory Council, and others? At that convening, we should talk candidly about what it's going to take to reinvigorate our movement. Not tweaks, but bigger thinking. What are new tools that we can use? What are the needs we can address? How can we aggressively strengthen the tools that we already have? How do we move preservation beyond its regulatory reputation? How can we make preserva- tion a force simultaneously in fast-growing cities and emptied -out small towns? The tools for those endeavors aren't the same; you can't go very far if you have one foot on the accelerator and one on the brake. We can't continue to just rely on our 1960s tools. We preservationists need to be the ones who save the buildings. Truly, real estate IS the name of the game. And then, after the buildings are saved, we can enthusiastically partner with those who create afford- ability, tell inclusive stories, write novels, and compose musicals. If the buildings are gone, so go the opportu- nities to do so much more. Architecture ? �■ Interior Design f Historic Preservation Community Planning �■ Preserving Florida's historic buildings for more than three decades. 120 S Olive Ave. Suite 210, West Palm Beach, FL 33401 • 561-659-2383 • re;garchitects.com The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions Page 27 Anya Grahn-Federmack is a planner and preservationist based in North Carolina with a Master of Science in Historic Preservation from Ball State University and a Bachelor of Business Administration from the University of Wisconsin -Milwaukee. She has gained a wealth of knowledge through her previous and current roles as a historic preservation planner. mum» ml �,1" uml mm g �ryi(N(%%ryl, III III�� Il i' IIIIIIIII/ I%11111 � I��IJIRMIN �%IIIII>' II"I'llBf "�141k'f III Illlm hlldlll IlllllllJl////��� �Illl�llt %pkN!! � 4RN°i�' 1111114 �j ', % lull m%mNNll mum ram mural ppmnnou;t, ram f1j)SEd, (' ) p ,�„ O'14 �Y m 1'N>Tm j %m91 j ���up$Irn%m I) A V06! AwN m ud pr y �1 >)htto u�mo"I'It U�i IIII �� �I � RmIIWllOtb m»vao� ,ulw%lultf, �,IOUI Hnrhp' °�rcrl �aamrlm�. �rrlfaao@„ imlm(t � mNml �i'�ii f IIII� %!� ,%y���% ��jj a ], "/��j�,�,p I%111mlllll �mmmm° NN(( I>,m� III Ili `5]�(i s By Anya Grahn-Federmack These state -specific tax credits and incentives, ranging from affordable housing boosters to tax credits aimed at rehabilitating specific types of structures and land conservation, have effectively complemented the fed- eral rehabilitation tax credit to maximize the incentives for developers to preserve cherished historic sites and structures. In this article, we Iwill take a closer look at how various states across thle country have customized their rehabilitation tax credit programs to promote the preservation of their unique assets. IN'k,riiirle's, /Afllj�rur l�rlj e 111llrruosrhm,) Il �rol�li wll�ulliillmit°ii u� Fmurr', iilh liricrease Maine is leading the way in promoting affordable housing in historic buildings. Through the Affordable Housing Rehabilitation Credit Increase program, devel- opers car) receive up to 34% in state historic rehabilita- tion tax credits (HRTC) for projects creating affordable housing. This incentive is available to affordable hous- ing projects that dedicate at least 50% of the housing square footage of their project or at least 33% of the square footage of the completed project. To recapture the HRTC, the building must remain affordable housing for 30 years. Further, the affordable housing require- ments are recorded in a restrictive covenant between MaineHousing (the state's housing authority] and the building owner. The program successfully attracted developers to affordable housing by combining multiple tax credits, including the federal rehabilitation tax credit and low-income housing tax credits. The tax credit was initially introduced in 2008 with a 30% rate cap, which increases by one percentage point increments until it reaches a maximum of 35%. This flexible scale enables the state government to adjust the credit regularly when certain affordable hous- ing targets have not been met. Having been in place for almost 16 years, the credit has recently reached the Page 28 The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions 10% threshold. Mike Johnson, Maine Historic Preser- vation Commission (MHPC), estimates that the credit has generated over 1,200 new affordable housing units and preserved more than 480 existing affordable housing units since its inception. The Motherhouse project in Portland is an example of a successful rehabilitation project utilizing tax credits, on a convent site once home to the Sisters of Mercy. Kevin Bunker of Development Collaborative and his team spent several years rehabilitating the project, applying the state's HRTC, Affordable Hous- ing Rehabilitation Credit Increase, and LIHTC. They balanced the needs of MaineHousirig's sustainability in affordable housing goals alongside the Secretary of the Interior's Standards, which was a challenge due to the high level of historical integrity of the ornate spaces of the convent, such as the chapel. The build- ing had so much ornate, historic material to save, and Archetype Architects had to work carefully around existing ornamentation, ceremonial doors, and other decorative finishes to structurally stabilize the building, upgrade mechanical systems, and design new units. Another challenge was the convent's wide hallways and narrow bedrooms which were less than ideal for new housing units. In the end, the chapel did not meet the adjusted basis test for qualifying for the tax credit, - however, with some creativity, the developer platted it separately from the rest of the development to apply the tax credit to the housing portion of the project. The result is a new senior living complex for people aged 55 and older that contains 66 affordable and 22 market -priced apartments for seniors.[ii] The Affordable Housing boost has played a significant role in the development of affordable housing units in the state. According to the Office of Program Evalua- tion & Government Accountability of the Maine State Legislature, more than half of the affordable housing units created by the HRTC can be attributed to the pro- gram.[iii] Moreover, affordable housing units account for almost 64% of the total housing units created with the HRTC.[iv] MaineHousing and MHPC suggest that HRTC projects that utilize state and federal programs, have contributed to nearly twenty percent of all afford- able housing units built in 2020. The Motherhouse in Portland, Maine. ,ervv �3,oil iri lrax Ilo o�,�eirili°iive Many states grapple with the loss of their iconic farm structures. However, New Hampshire has developed its Historic Barn Tax Incentive to preserve these scenic landmarks. This incentive applies to barns as well as any "historic agricultural structure," including blacksmith shops, greenhouses, and creameries that are at least 75 years old. Adopted in 2002, N.H. RSA 79-D went into effect in 2003 and allows municipalities to grant property tax relief to property owners who can demonstrate a public benefit to preserving their farm buildings and agree to maintain them for ten years through a preservation easement. The relief ranges from 25% to 75% of the full assessed value of the building and land beneath it. Property taxes are frozen for the duration of the easement. Participating in the voluntary program is a simple process. On or before April 15th, owners of historic farm buildings apply to their local government. The Davis Farm Barn, New Hampshire. a a v The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 29 applicant must demonstrate that the structure meets the criteria of providing a community benefit, in that it: l . Provides scenic enjoyment as it is visible from a public road or waterway. 2. Historically important on a local, regional, state, or national level. 3. Contributes to the historic or cultural integrity of a property listed in or eligible for the New Hampshire State or National Register of Historic Places or is located in a local historic district. Most applications can easily demonstrate the first cri- terion. Sometimes the local historic preservation board reviews the application and submits a recommendation to elected officials. The town board of selectman or city government has 60 days to act on the application, and a public hearing is required, allowing community groups and members to comment. If approved, the mu- nicipality may award a tax relief between 25 to 75%. Although many communities have embraced this pro- gram, there were some initial challenges in implement- ing it. Many city leaders were confused about the new law's intent to preserve the scenic and exterior character of the structure, rather than the use or interior. Under the program, working farm barns, as well as adaptively reused barns both have value. Sandwich and Moulton - borough, among the first to use the program, initially experimented with tiered ranking systems to determine how much tax relief to award. Moulton borough's rank- ing system included an age criterion that favored older barns but discounted newer, historically significant barns from large c.1900 estate properties. Both cities have since applied a 75% default amount, the maximum al- lowed under the state. Selectboards have the discretion in the amount of tax relief awarded. In Moultonborough, where exterior changes to a barn were found to detract from its historic integrity, the selectboard reduced the barn's tax relief to 25% when the application came up for renewal. The economic impact of the loss of tax revenue to towns is generally minimal as these buildings are assessed at a relatively low property value. The Historic Born Preservation Easement program in New Hampshire is successfully preserving these scenic Page 30 The Alliance Review 1 2024 landmarks. Beverly Thomas, Program Director for the New Hampshire Preservation Alliance, estimates that the cost savings for many applicants may only be about $300 to $400 per year; however, that may be just enough to cover basic repairs on these structures. As of 2019, the New Hampshire Division of Histori- cal Resources estimates over 603 structures in 100 municipalities in the state participate in this program. [v] In Sandwich, a town with 30 agricultural structures in the program, Mark Longly finds, "It is difficult to ap- praise the positive economic value of this program to the town and state, but the positive effects on tourism and the appeal of living here are undeniable." 011 IIfi G"r o olloina `s WI [ � ila��.�irlhru While some may view the loss of local industry as detrimental, others see old mill buildings as an oppor- tunity for economic renewal. North Carolina's textile industry once boasted thousands of local mills, but with changing economic times, many of these once -thriving industrial centers were abandoned. Preservation North Carolina led the efforts that resulted in the State of North Carolina adopting the historic mill tax credit, also known as the "mills bill," in 2006.[vi] The bill specifically targeted those counties in need of the most help, offering projects in tier one and two counties a tax credit of up to 40% of their qualified rehabilita- tion expenses of at least $3 million. In comparison, redevelopment projects in tier three counties qualify for up to 30%. Combined with local landmark designation programs, these mill redevelopment projects can improve their profitability by applying not only the mill tax credit but also local landmark programs. For cities and coun- Cotton Farm Barn, New Hampshire No.2 I National Alliance of Preservation Commissions ties that offer this program, owners with designated landmarks are eligible for an annual 50% property tax deferral if they maintain the property's historic features. For sites outside of local historic districts, this designa- tion also requires landmark properties to receive a Certificate of Appropriateness (COA) for any exterior changes. Burlington prides itself as "a community born of the railroad, bred on the loom and built on an ability to turn adversity into opportunity."[vii] The May Hosiery Mill, a c. 1928 textile mill, recently underwent a tax credit -funded rehabilitation to create 67 new market - rate apartments, attracting new residents to downtown Burlington. The mill is listed in the National Register of Historic Places (NRHP) and a local landmark. The com- munity has largely welcomed this project, excited to see a rehabilitation and redevelopment project that will contribute to the revitalization of downtown. Planning Director Jamie Lawson considers this project a "catalyst for economic development in downtown and an excellent model and example of retrofitting a historic building." Less than 50 miles west of Burlington, Winston-Salem developers have also successfully utilized the historic mill tax credit projects to transform underutilized mill sites into creative business centers. The Innovation Quarter is one of the most applauded examples of this, repurposing 1 .2 million square feet of former R] Reynolds Tobacco Co. factories into a new research center and mixed -use development.[viii] The eco- nomic impact of the Innovation Quarter is estimated to have reached over $1.66 billion by 2022. Another example is the Chatham Mill building, which has been rehabilitated into a hub for employment, education, and community affairs through a three-phase develop- ment project. Although Winston-Salem has only three locally des- ignated historic districts, the landmark designation program has benefited many industrial redevelopment projects. Michelle McCullough, the Historic Resources Officer for the Winston-Salem/Forsyth County Planning Department, recommends developers pursue landmark designation after completing their- rehabilitation tax credit project. This helps simplify the local process for developers, avoiding the need for COA reviews when S.J. Nissen Building in Winston-Salem's Innovation Quarter was a wagon repair shop built in 1895, now home to Black Horse Studio, a commercial photography company. unexpected issues arise during the project's construction. Additionally, the community has found that the federal review process is often more onerous than the local his- toric resource commission, even though both follow the Secretary of the Interior's Standards. In several cases, the federal review addresses issues beyond the local design standards, such as the effect of new interior uses on the historic building's interior. Throughout the state, the mill tax credit project has revitalized vacant mill buildings, thereby injecting invest- ment and economic activity into communities that have suffered the loss of manufacturing jobs. In 2023 alone, the state's tax returns indicate that $35,233,336 was invested by individuals and corporations, resulting in $8,515,325 in credits awarded by the state.[ix] By leveraging the mill tax credit, local economies have been able to diversify, with mixed -use development and new residential units transforming once -vacant mill and industrial buildings. Developers and preservation boards have sometimes struggled to balance the local historic district design standards and the Secretary of Interior's Standards applied during the federal tax credit review. Many find the federal review more onerous than local review of a COA application, and they tend to follow or accept the guidance from the federal government. However, some developers, like Gary Perlmutter of High Point Realty in Portland, Maine, have highlighted the differences in the interpretation of local design standards and tax credit requirements, particularly with replacement windows on The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions Page 31 his c.1826 commercial building. He, like others, also found working with the state preservation office, local preservation nonprofit, and town staff can help com- plete the tax credit application. ('oljor a,dc))'r,, ]V'bxr e'- iilh' When Colorado established its historic tax credit program in 1990, it was one of the first states to do so. By 2013 it was apparent the program needed enhancements to expand its impact and address spe- cific issues including recent wildfires and floods. The result was the Colorado Job Creation and Main Street Revitalization Act, passed in 2014 and re -authorized in 2018. Colorado's original tax credit focused primarily on resi- dential rehabilitation. The 2014 commercial tax credit would be available for income producing buildings at least 50-years old and listed in the State or National Register or landmarked by a CLG. It was clear to pres- ervation partners that small projects and rural communi- ties would be unable to compete with urban projects and developers in accessing the tax credit. To address this issue, two eligibility pools were established, one for smaller projects with qualifying rehabilitation expenses (QREs) totaling less than $1 million. Projects with be- tween $5k and $500k of QREs could receive a 30% tax credit and projects with $500k to $1 million in QREs would receive a 25% tax credit. A second pool was set aside for larger projects with significant capital investment and project QREs in excess of $1 million. These projects could receive a 20% tax credit. Projects in either pool that were located in a state and/ or federal disaster designation would qualify for an ad- ditional 5% of QREs if placed into service within eight years of that designation. The program was strictly structured, so the state approved detailed applications up front and reserved the tax credits, but no financial benefit was available until the project was complete with all construction investments made. A minimum expenditure of at least 25% of the purchase price of the property (less the land price) was required. The tax credit went into effect in fiscal year 2015 with a $10 million cap between the two pools. Each com- mercial building was limited to $1 million in credit in Page 32 The Alliance Review 1 2024 Calkins School in Cortez, Colorado, was vacated in 2008, but now provides office space on the ground floor and residential units on the second floor any one calendar year and $25 million was avail- able for the program from 2016 to 2019. All credits were freely transferable, and the program was open to non-profit organizations. The program had a sunset deadline of 2020. In 2018 Colorado's preservation community decided to work toward reauthorization instead of waiting for 2019 and taking the chance there might be a lapse in the program. Rural communities were still struggling and had not experienced the investment envisioned. o ad- dress these issues, several enhancements were included in the reauthorizing legislation. The requirement for a 39-year lease was lowered to five years in rural areas and an additional 10% credit was available in both eligibility pools for rural projects. The additional 5% credit for properties in designated disaster zones was scaled back from within the past 8 years to 6 years. Between 2016 and March 2022, 137 commercial structure projects were approved for the tax credit. Thirty-five commercial rural projects were completed between January 2020 and March 2022. Accord- ing to a survey conducted by the state auditor's office, 78% of commercial owners utilizing the tax credit said the availability of the credit either completely or very much incentivized them to undertake preservation work. Prior to the enhanced rural credit, commercial projects were approved in 13 rural counties, mak- ing up 37% of total approved projects. Following the enhanced rural credit, commercial projects were approved in 21 rural counties, making up about 62% of commercial projects-[x] No.2 I National Alliance of Preservation Commissions During the 2024 legislative session modifications to the program were made. [xi] Buildings thirty -years or older qualify, the sunset on the program was extended to]anuary 1, 2037, and a new $5 million yearly pool was established for rehabilitation projects where at least 50% of the square footage of the qualified com- mercial structure will create new residential rental units. If the qualified commercial structure is subject to a deed restriction, owners who lease rental housing to individu- als with an income below a certain amount can claim 5% more of the QREs. The 2024 legislation removed the 5% increase for rehabilitation in a disaster area, effective January 1, 2025, and changed the look -back period for capturing QREs. The rehabilitation of the 1909 Calkins School in Cortez, Colorado (population 9,0001 shows how the program was designed to encourage rehabilitation in rural communities. The Calkins School served as Cortez High School until 1968, it then functioned as administrative offices until vacated in 2008. Many saw the school as a symbol of the community's history, but efforts to save and repurpose the school languished. The Calkins School turn around began with its 2015 listing in the National Register. After decades of transi- tion, the Housing Authority of the County of Montezuma (HACM) proposed a unique concept. Backed by strategic partnerships, the Calkins would be converted into affordable apartments along with valuable of- fice facilities. A few years later an application for the federal historic tax credits was submitted and the His- tory Colorado -State Historical Fund awarded a grant for window and door restoration. Calkins Commons Partners, LLC secured $1 million in state commercial historic tax credits. Today, the school includes a well-equipped office and meeting area on the ground floor, with twelve residen- tial units on the second floor. [xii] Full occupancy was achieved merely two months after reopening in 2022. Because of the large size of the site, the developer was able to construct two new buildings to make the project cost effective, while still maintaining outdoor spaces that reflected the school's historic use. The residences accommodate households earning 20% to 80% of the area's median income. Sara Kappel, Preservation Tax Credit and Incentives Specialist for History Colorado, says the project an- swered a critical community need but also thwarted fur- ther deterioration and vandalism of the historic structure. Reinvigorating the previously dormant space fostered a sense of pride and ownership among the residents. III111))1 [i]"Annual Report on the Economic Impact of the Federal Historic Tax Credits for Fiscal Year 2022.` n.d. Accessed May 12, 2024. https:// www. n ps. gov/subjects/tax i ncentives/upload/report-202 2-econom i c- i mpact. pdf. [ii] 'The Motherhouse, Portland." 2018. Maine Preservation. November 8, 2018. https://www,mainepreservation.org/2018-honor-awards/ 2018/ 1 1 /8/the-motherhouse-pordand. [in] 'Evaluation of the Maine Historic Rehabilitation Tax Credit (HRTCi." n_d_ Accessed May 12, 2024_ hops://legislature_maine_gov/ doc/7498. [iv] "Evaluation of the Maine Historic Rehabilitation Tax Credit (HRTC(." [v] #5yp: New Hampshire's Five Year Preservation Plan 2021-2025. 2021 . Statewide Preservation Plan. Concord, NH: New Hampshire Division of Historical Resources, State Historic Preservation Office, New Hampshire Department of Natural and Cultural Resources. hops://mm.nh. gov/fi les/uploads/dhr/documents/statewide-preservation-plan-current. pdf. [vi] `2013-2022 State Historic Preservation Plan: Legacy -A Gift from the Past for a Better Tomorrow." n.d. Accessed May 12, 2024. https://files. nc.gov/ncdcr/historic-preservotior-office/NcrthCorolina_2013-2022_ HistoricPreservationPlan.pdf.[vii] "City History I Burlington, NC -Official Website.' n.d. www.burl ingtonnc.gcv. Accessed May 12, 2024. https://www.burlingtonnc.gov/62/City-History. [viii] 'Economic Impact of Innovation Quarter Reaches $1 .66 Billion.' n.d. Innovation Quarter. Accessed May 12, 2024. hops://www.innovation- quarter.com/press-releases/iq-economic-impact/. [ix] 'North Carolina Department of Revenue Mill Rehabilitation Tax Credit Income -Producing Property (15 Taxpayersi." n.d. Accessed May 12, 2024, http6://www.nzdorgov/documents/reports/mill-rehabilitation-tax- cred it -a rticle-3 h-retu rn s-processed-d u ri ng-calendaryear-2023/open. [x] "Preservation of Historic Structures Tax Credit, Evaluation Summary July 2022 The Office of the State Auditor. https://leg.colorado.gov/sites/ default/files/te_33_preservation_of_historic _ structures _ tax_ credit. pdf [xi] 'Preservation Tax Credit Fact Sheet." n.d. Accessed June 15, 2024. https: //www. h i storycoloradO.0 rg/preservation-tax-cred it -fact -sheet [xii] "Calkins Commons ready for move -in June 2022". The Journal, by Kayla Parkinson, online September 17, 2021 . Cortez, Colorado. The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 33 m 'ro o fo li e0 n IIIII 1 u�'ml01 uuumuw p s "'It IIIII n IIIII w�''t mu IIIIIIIIIIIImState �11111111111111111111 (IIIIIIIsllta�r I I I I I I I I IIIIIIIIIIIIr x, uuuuu j IIIIIII I "'It u uuuu IIIIIII IIIIIIII (III uuumuul �Dallta Ce�nllte�r By Rebecca Goodwin What ii[ is, For nearly forty years, the National Trust for Historic Pres- ervation has been actively engaged in the creation and advancement of state historic tax credits. Currently, thirty- nine states have a historic tax credit program, and each one is unique. State legislative processes and budgets, state needs and priorities, and the state agencyls) tasked with managing these programs vary greatly. In addition, legislatures may make changes to a program during necessary re -authorization. These variables can make it difficult for both preservation commissions and potential users of state tax credits to easily find needed information. The State HTC Nationwide Data Center, developed using ArcGIS, is a great place to start researching your state's tax credit. It also is a good source of information if your state is working toward establishing, or re-authoriz ing, a program. edlcrsilte: State HTC Nationwide Data Center (arcgis.com) Access: The site is easy to navigate, and the material is organized with five tabs. The home tab shows the three ways to research state tax credits and provides links for accessing PDFs of multiple documents including the State Historic Tax Credit Resource Guide and State Historic Tax Credits: Opportunities for Affordable Housing and Sustainability. Links are also provided to webinars on tax credit programs and incentives. Page 34 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Fxp6ireitheMap: Use this tab to explore an interactive map showing which states have tax credit programs and specific details of that state's program. From the state pro- gram page there are links to the state's authorizing statute and for some states the website for the overseeing agency. ..(:rho IRarll)ll„ Using the Data tab you can research by selecting specific states, the pro- gram status, and up to eleven program criteria, including per project cap, aggregate cap, transferability and carry forward requirements, A table will show all states that meet your set criteria with a link to each state's program URL. Crrimpeire- This tab will allow you to select three state programs for comparison. EXPLORETHE MAP. Program $'Wus LA', �a1111111 Stater Specifics California q ie, Oxi d aC a t abla er maw, one o, rn r aft, r befl w, ho , ,n, MH he showIn une Ic C V r.lr rr'atr a.Pragpl coo,,— to n'ax deirfold ' old' C'hId „0 '— € a;,'.wu'9eo' to �0'%do v L7o uikiaad the half v to 8_5V by cllcfn an,p Ir the top oIght coner of the eV urthe pawiaauvv[' rtarlt+BslaCO¢tliu'xuw,r. �eeamN of miin.t1 rrrt:{ Cv:U.''At —pm,, Soam Alf. F„t n,,. v [fl I Y ,¢i, 4 t N 11 } 0, upry, I I1Cmr,! U —r irlfx'.t1M+ o^rr>p,c r wr A,,n Cno • N I.tr I 1 x Al rnP.�r,, tsrr.',, c,r�€ro,rr.,lrr. urr,r, • t.,.r�alr�a,re„re�.,r. (Pd 7"Ra H�+efmni Carp 0O f'o , A€ a,w, . (. a i ✓4 ,, .�r* €'rira� � rot. All,,,,,m. RO,h '�„14 • IM di'g wn Aflhxav'a, Y , V ;rwa'a w4 • Ch rc +. kfoee flue ,g' S wra c o"lioaarr "wk'r"e h rrr>a otov,,,v bide b y.nea.h W s: C ¢Faav,*,„.I„.,,,, e p ago fo, —p,xit tamE e!a€Prn,00m "marl, stm— Car.dh N., €no.— P". dwratnq'{ IauuupsaaarVmx: C.dilt 1. p&:... .u........ I AmtrcSiikimxaum:tl S2naae Ce'amlVcmF1'h0'care V6daas^. SuNa,uaaun�¢Guwl FfmNaarP,s4p4awelarv'e tlks.s{uufiavral: B,kirCnd;nysrotk I�acenu'ftr�twun?: A'rrrr O Agg.gat.,a CV r A,,-.[ P—P,.+ndf aap, Di —I TumaWw: Dhp ,,.p,YOB6€n'>POfao, ARp—tlox: I'Cm6uuwd: C."Y I(i'n4 gi'd 2 Y'1111 ✓ J J V' d The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 35 NAPC had the pleasure of speaking with Susan Harper, the recently retired Chair of Lamar County's Historical Commission. Susan dedicated 15 years to leading the organization which supports historic preservation in Lamar County, a rural area of northeast Texas with a population of about 50,000 people, nearly half of which reside in the City of Paris. In her responses to our questions, Suzy shares her passion, advice, and enthusi- asm for preservation with The Alliance Review. How did you firstinterested in historic preservation? I became familiar with historic buildings through my hus- band. We joke and say he has a habit of collecting old buildings. His collection of intact post -Victorian era build- ings was impressive, and he saved many buildings from demolition in downtown Paris. It was not always easy, and it was never fast, but in the end, we brought life back into many beautiful buildings. Through this process fell in love with historic architecture. Leaders in town took notice of what we were doing, and I was appointed Chair of the Lamar County Historical Commission jCHC) We have had a great working relationship with the City of Paris and help each other with events and funding - Can you give us some background on Lamar County and Paris, s? Paris is the county seat of Lamar County, and the down- town district is listed in the National Register of Historic Places. Our town's history is unique because Paris suffered a terrible fire in 1916 which destroyed approxi- mately 1,400 buildings and nearly 90% of the down- town. Remarkably, the citizens persevered and within four years the town was almost completely rebuilt. We commemorated the 100-year anniversary of the fire in 2016 when I was serving as Chair of the CHC. When I started my position as Chair, vacant or underutilized Suzy with young volunteers unveiling a new marker in Paris, Texas. buildings in the downtown area were a big problem. Storefronts were empty or boarded up, and the build- ings appeared lifeless. I am proud that the CHC sup- ported the City of Paris in passing their vacant building ordinance which encourages buildings to be used and promotes activity and life in our downtown. This was also a lesson about how regulation and enforcement are important parts of successful preservation efforts. But downtown is not the only place for historic build- ings; the city has 17 historic districts. thereAre other notable successes of the ? One event that has led to tremendous success is our downtown tree lighting. We borrowed the idea from another county in Texas who lights their courthouse square for the holidays. Lamar County's adaptation included lighting the entire downtown square which is unique to other Texas downtowns because our court- house sits one block over, and the square is a beautiful public park with a historic fountain and mature trees. We raised $350,000 for the project and the results are astounding. The square is lighted, safe, and draws people to our downtown in the evening for shopping, dining, and events. Typically, county historical commis- sions in Texas are focused on researching, writing, and installing historical markers and this is important work; however, we wanted to really make an impact, and the tree lighting project did that. biggestWhat are the s currently facing program?your The enthusiasm for preservation is at an all-time high right now. Our biggest challenge is sustaining that Page 36 The Alliance Review 1 2024, No.2 i National Alliance of Preservation Commissions energy through education, fundraising, and looking to other communities for good examples in historic pres- ervation and downtown revitalization. We are also starting to consult with outside professionals who can help guide us in the right direction. For example, we are now working on making sure our historic downtown is inviting to people of all ages and abilities. workingin similarpositions? Keep going anddon't give up! lllllllll Suzy presenting the Lamar County History Maker of the Year Award to Robert High. Uk' L I V E R I 'n J ARC: H IT'EC'I"aRA4a _J WINDOWS + DOORS 21 www.CDAVC RHAIli.VW"41QiPKl ).(1")M 3001 "r4Jk ED0 AVE WEST PALM UA.C'.K FL 33405 0 561 �478)23.':3 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions Page 37 ALABAMA Leadership Montgomery is celebrating its 40th year of connecting leaders to effect change and is honoring its founding by collaborating with the Montgomery Historical Preservation Commission to showcase the "Todd Road Incident" short film created by Leadership Montgomery Class XXVII, Project Team #7. The organization shared a brief history of their founding and the event represented in the film stating, "In 1983, a horrific incident in Montgomery, Alabama sent shock waves throughout the country. According to reports, it involved white undercover Montgomery police officers barging into a home with black out-of-town visitors and violence ensuing. There were shootings, stabbings, and beatings. It became known as the 'Todd Road Incident' One year later, in efforts to bring peace and hope out of this devastating incident, a group of four men from different races and backgrounds came together to form Leadership Montgomery. The non-profit organization was established to unite diverse community leaders, foster communication, embrace change, harness diversity, and tackle pressing community issues." Leadership Montgomery invited the public to attend a recent meeting led by Dr. Richard Bailey, Chair of the Historic Preservation Commission, and "embark on a journey toward more profound understanding and common ground with meaningful discussion afterwards." Alreporter.com CONNECTICUT City attorneys are researching claims that a lack of "opt out" clauses in a city ordinance gives a Milford family the right to sell a six -building property listed on the National and State Registers of Historic Places to developers. An attorney wrote city leaders recently asking that they exempt several acres of property owned by the Villani family from a city ordinance granting the Milford Historic Preservation Commission authority to govern the property's preservation. That exemption would facilitate a sale the family is eager to make. Attempts to sell to a national chicken restaurant chain and a private school have already fallen through because the buyers declined to purchase historically protected properties. If the family's attorney is right, his argument could eliminate commission authority over as many as 191 other properties also listed in the historic registers. The properties are located within the River Park Historic District. Minutes from a March 2015 meeting where aldermen approved the ordinance empowering the commission indicate that several aldermen and city officials advocated following the state government practice of allowing only voluntary property owner participation in historic districts. Commission members assured them that it was already voluntary because the owners of the 192 properties had agreed to the listing when the River Park Historic District was created in 1986. But the Villanis' deed doesn't mention the district and the late Carl Villani opted out of it in a letter he wrote at the time of its formation. https://www. m i lford m irror.co m/news/article/milford-atty- c h a l l e n g e s-m i l f o rd-s-h i st o r i c-1943414 6. p h p NEW JERSEY Princeton's Historic Commission denies developer permission to demolish part of the historic Hornor House to build 15 apartments. Located in the northeast corner of the 18th century Jugtown Village, the house was listed among 10 Most Endangered Historic Places in the state by Preservation New Jersey. The house was built in the 1760s by Joseph Hornor, the grandson of one of Princeton's Quaker founders. The applicant had proposed to partially demolish the rear portion of the existing structure, built in 1985, to construct a four-story addition to the building for 15 apartments. Architect Mark Allen Hewitt, said the four-story addition due to its massive scale was incompatible with the historic Jugtown district. "No matter what the architect does to try to mitigate a 45-foot-high building, there are no buildings in the Jugtown district that are anywhere near 45 feet tall," Hewitt said. Residents and experts alike urged the Commission to preserve street -fronting buildings and maintain historical precedent, while some expressed their opposition to the projects based on the potential impact on the community's historic character. hops://patch.com /n ew-jersey/pri nceton/pri nceton-s- historic-commission-denies-hornor-house-application TEXAS After several recent cases in Austin that illustrated a divide between the city's code enforcement policies and historic preservation aims, Historic Landmark Commission members are working to make sure things are more aligned and less hopelessly complicated for property owners who find themselves in the gray area between the two departments. Chair Ben Heimsath explained that they had asked for a presentation about code enforcement after learning the Building and Standards Commission and Austin Code were demanding demolition of properties without mentioning or considering their historic status. He said he was concerned that demolition orders made no mention of the "parallel but invisible" historic process, which is required for buildings older than 50 years. Robert Moore, who is a division manager in the Development Services Department, said their practice is to recommend demolition if there is a safety issue, whether it's structural, like a poorly maintained building, or a nuisance liability, like ongoing issues with squatters. Commissioners also expressed an interest in working toward a better solution for the problem of "demolition by neglect" — meaning that buildings are allowed to degrade until they are effectively demolished. Austinmonitor.com WASHINGTON In an effort to highlight and preserve Yelm's history amid the city's centennial celebration, the Yelm Historic Preservation Commission recently served as the grand marshal of the Prairie Days Parade. The City of Yelm Parks and Recreation Department and the Yelm Chamber of Commerce selected the commission, which has been around for over 25 years, to lead the parade and throw out the ceremonial first pitch at the Prairie Days Charity Mushball Tournament. Commissioners hope that the Yelm Prairie Days events and the exposure of the Historic Preservation Commission will inspire people to explore the city's history and to become more involved in the community in which they live. Historic Preservation Commission members also helped manage the Yelm Prairie Historical Museum, which is currently closed and many of its items in storage while the City of Yelm searches for a more suitable location and structure to display historical artifacts. With the museum's situation being in flux, the commission has worked on ways to still showcase items from the museum to the rapidly growing community. Members of the commission believe that some of the most important aspects of Yelm's history residents should explore are its history of pioneering, the relationship between the city and the local Native American tribes, and the progression of commerce from berry picking and irrigation decades ago to the vast array of businesses in Yelm today. Yelmonline.com It's PossibleTM for historic homes to resist extreme weather. As the world's top hurricane chaser, Josh Morgerman knows what it takes to weather a storm. When he built his home in Bay St. Louis, Mississippi, he chose Hardie® fiber cement siding products to achieve the district's historical wood -look and help protect his home from the storms that frequent the Mississippi Gulf coast. Only Hardie® products are Engineered for Climate® to stand up to weather extremes, fire, pests and more, ensuring you get the best performance for your region's unique climate. Scan to learn more about Josh's story Siding I Trim I Soffit (&) JamesHardW jameshardie.com © 2024 James Hardie Building Products Inc. All Rights Reserved. TM, SM, and ® denote trademarks or registered trademarks of James Hardie Technology Limited. AD2413 04/24 The Preservation Foundation of Palm Beaich protects d celebrates e architectural, botanical, ■ dcultural heritage , PalmBeach. i • advocacy educational programs, cultural events, the Foundation's architectural resources, and that make Palm Beach speciat. [earn about and protect the place am LEARN MORE: r r • 0 1 When it was completed in 1902, the New York Herald proclaimed that Whitehall, Henry Flagler's Gilded Age estate in Palm Beach, was "more wonderful than any palace in Europe, grander and more magnificent than any other private dwelling in the world." Today, Whitehall is a National Historic Landmark open to the public as the Flagler Museum, offering tours, exhibitions, and special programs. N ; N K V MORR II SON FLAGLER MUSEUM PALM 1paB'AC11, FLONNNDr"•~, .......................... Cultural A National Historic Landmark tJlJricll NN1NNnt�s One Whitehall Way, Palm Beach, FL 33480 yrrx 9 rlaH o E NV|RDNK4ENT D E3|GN R{)Up L AmoscAps ARCH /recrune Supporting NAP[Forum & Preservation Efforts in Palm Beach Florida since 1B89 Dade Heritage Trust proudly supports the National Alliance of Preservation commissions that safeguard our nation's cultural and architectural heritage. NAM The Alliance eov/ow 1 e024. wo.0 | National m//anoo o, p,oao,vauon Commissions Page 43 Earn your Master of Science in Historic Preservation provides statewid it of sustainable cc For excellence in pl enhance the natul florida.plann We believe heritage informs smart decisions about our built and natural environment. UFHistoric Preservation 5, �0 lrn;rs:n UNIVERSITY f FLORIDA p. The only Master of Historic Preservation Program in Florida. We hold stewardship & field programs in two of the nation's most historic places: Nantucket (PIN, est. 1972) and St. Augustine (PISA, est. 2017). Join us to help save the places that YOU love! VMLAGERS x R r Saving Flack s in Mi nii Dadc OL111ty, florid Since 1966 Thanks for Visiting West Palm Beach Next Time Visit Miami Page 44 The Alliance Review 1 2024, No.2 I National Alliance of Preservation Commissions A M! The Alliance Review PRESORTED National Alliance of Preservation Commissions First Class PO Box 1011 MAIL Virginia Beach, VA 23451 US Postage Paid JOIN Name Commission/Organization NAPC Address TODAY city State zip Phone/Fax E-mail How did you hear about NAPC? Become part of the national network of local 0 $1 50 PROFESSIONAL NETWORK preservation, historic district, and landmark com-F$5 missions and boards of architectural review. nt • Consultants /Consulting Firms • Businesses/Companies Organized to help local preservation programs Other Professional Services succeed through education, advocacy, and0 training, the National Alliance of Preservationidual Membership In addition to receiving all NAPC membership benefits, Commissions is the only national nonprofit or- Professional members are listed in the NAPC Professional Network Directory at https://www.napcommissions.org/ ganization dedicated to local preservationOprofessional-network commissions and their work. NAPC Is a sourcemissions: Municipal/county population "Membership includes all commission members of information and support for local commissionshan 5,000* and staff.Pleaseprovidecomplerelisrofinem- and serves as a unifying body giving them al nonprofit organizations bers with names, phone numbers and emailnational voice. As a member of NAPC, you will address for additional digital copiesbenefit from the experience and ideas of com- munities throughout the United States working to • Commissions: Municipal/county population protect historic districts and landmarks through of 5,000 to 50,000* PREMIUM MEMBERSHIP local legislation, education, and advocacy. • Regional or statewide nonprofit organizations Half of all premium membership dues support $ 1 50 NAPC's student internship and Forum scholarship programs • Commissions: Municipal/county population greater than50,000* O $250 CHAIRS CIRCLE • State Historic Preservation Offices Federal Agencies O $500 FOUNDERS CIRCLE • National nonprofit organizations Please return this form with payment to NAPC: PO Box 1011, Virginia Beach, VA 23451 twit w oWrnSn PLANNING & COMMUNITY DEVELOPMENT Sty Madison Street, Suite 3 III portt "towwusend, WA 98368 III 360.379.S095 J ww°wiittyofpt,uuus HISTORIC DESIGN REVIEW Of Proposal(s) Within the National Historic Landmark District APPLICATION #: HPC24-027 Applicant Name: City of Pt. Townsend Parks and Facilities c/o Michael Todd, Facilities Director Mailing Address: 1925 Blaine Street Port Townsend, WA 98368 Day Phone: (360) 379-5081 Email Address: mtodd@cityofpt.us Architect/Designer/Representative: SOL Email Address: Same as applicant above Day Phone: Same as applicant above Project Street Address: unaddressed property at SE corner of Madison and Jefferson Sts. Legal Description: PORT TOWNSEND O.T. BLK 52 LOTS 4 TO 8 Parcel Number: 989705203 Property Owner Name if different from Applicant): Day Phone: Project Description: Pole mounted lighting ro'ect for Seamus Sims Skate Park All applicants and property owners must sign the application below to signify agreement with the proposed application. The Applicant(s) hereby certifies that all of the above statements and information contained in any exhibits, plot plans, or other transmittals made herewith are true and provide an accurate presentation of the proposed project. The applicant(s) acknowledges that any action taken by the City of Port Townsend based in whole or in part on this application may be reversed if it develops that any such statement or other information contained herein is false. The undersigned hereby saves and holds the City ofPort Townsend harmless from any and all causes of action, judgments, claims, or demands, or from any liability of any nature arising from any noncompliance with any restrictive covenants, plat restrictions, deed restrictions, or other restrictions which may have been established by parties other than the City, of Port Townsend. Applicant Property Owner (if different from applicant) Date Date 1.24 Page 1 of 3 city ( i 5 Madiso � ��t�m , �.ufte ; III rtt fbwnse d, W 368 III 360.379.S �� � w wry tyofpt pus (b� lownsen PLANNING & COMMUNITY DEVELOPMENT Historic Preservation Committee (HPC) Design Review Basic Submittal Requirements 1. Three (3) copies of the following: • Completed and signed Design Review application form. • Site plan showing proposed project location. • Design plan on paper no larger than 11xl7: ➢ dimensioned floor plans showing addition or proposed change ➢ colors, with actual color chips ➢ exterior elevation(s) showing addition or proposed change • $109.00 (cash or check made out to the City of Port Townsend) (Please provide PDF copies to John McDonagh if available, nicdonag�ci) yo t us) 2. At the meeting: • You or someone acting in your place must attend or your application will be continued to the next meeting. You will be asked to give a brief, informal presentation. • You will know at the meeting if your project is approved or not. • If approved, you will receive written confirmation in a few days following the meeting. • If not approved, the Committee will let you know what further information would be needed to obtain approval for the project. • Please do not begin your project until other City permits that may be applicable to your project, such as building permits and sign permits, are issued. Meetings are held monthly on Tuesdays, as needed (unless it falls on a holiday). They begin at 3:00 p.m. in the 3" floor conference room of City Hall, 250 Madison Street, Port Townsend. Applications shall be submitted at least 10 business days prior to the next meeting to be considered. This will allow staff the time to distribute the materials to the HPC committee members for review prior to the meeting. * If your project is a major remodel or restoration, significant addition, new building, or partial or full demolition, additional submittal information and/or 1.24 Page 2 of 3 cityi 5 Madiso � Street, �.ufte ; III P rtt f w send, OVA 368 III 36 . 79,,S �� � w wwr� tyofpt pus (b� lownsen PLANNING & COMMUNITY DEVELOPMENT fees may be required. Please speak with a PCD planner with questions before submittal. "ormation Michael Todd Parks & Facilities Manager Parks, Recreation Department General Phone: (360) 344-3064 Address: Mountain View Commons (next to the Police Station) 1.24 Page 3 of 3 a� r 0. co wit Ah r �. ca H O ""� CD /r O co N � J j �m J � co o i co f✓1f%! R c� w m m /l G co �r��� �1 f �/ fi � c a o o � o �• �X i� �i/% O r o , MLO / E O f c \J/ 12 T re u 14 n, f// r . N 4^5 / �i � H O •°' , f e„ �� � t / , ji J Lo r / , •o •o o �: 7 jY,.. if o O G. ��� o P 10 0 .o .o . C� 7 r CC r i L pf Vt ff vw, M G is i v+ m LO LL �y N M O C> h/ c�i d / ! ��� J �✓ i h C o co O w�p,�r; 1 » /�� d / /i ��f O VI LO C/"I (� Illuu ?�? //pw CD 0- CO Z v > -1 X a)O F- U CU CU N CD [EE eEacu " u o—o—o-0 0 to Z J Q w� CM9 Or— 0 0 O N N 0) M C) V V V V N M M M M L�17 N O m V ca M M 0 N N_ N_ N M 4- 0 M C)C)00 V 0 0 0 0 IT))I �I �I �I Z` YYYY a m o 0 0 0 O E E w� w� w� Lu E M O � o QI QI QI QI Q U O JJXXXX ��}����0 L 0 goo L J J N M V N rar Y�iiiuvo„ 'eitil� DI a' r4�r,,,� — Z 1� f vv ly o / � I N r w co 0 r Z N O }�—, O C6 O m iix I O Qj a- a- a- 0 o Estimate ID # 2 21278 1 Date 2023/02/13 8::26::32 Project Name (..'.ity of Port Fownsend Monroe St Skate Park Location Port Fownsend, WA 98368, USA Dimensions 200'x 200' ft Application Skate V:1ark Engineered smart. Built tough. Accurately sized. Guaranteed reliability for 10 years. At Sol, we develop prociucts that we believe in: our EverGen solar light will perform exactly as promised throughout its lifespan. Fhis detailed overview combines the complex algorithms of our sizing engine with the experience of our in -house. lighting experts to give you the most reliable and cost-effective product for your location. Your EverGen model includes standard features such as a 1.2 -month subscription to Sol's Insight rernote monitoring platform, a warrn light color temperature, and dark sky lighting controls. SOLAR ENGINE DETAILS Model EverGen'" IM Series IN l� System CoIor I illt Ain le 30 IDe grees Solar 1:1ancd Wattage 340W BATTERY DETAILS Battery Fype GE11 Battery Quantity 2 OPERATING DETAILS Battery Capacity �':)5. 0 Latitude Battery Location 11 11G11 I Longitude Solar Ilnsollatiion FIXTURE DETAILS Longest Night LI[:1) Fixture XSV::1IMD Day/Night Transidoning Fixture Color SV Autononny Optical DistributJon lype 41ME/3M1i:.Z Airray to Load Ratio Individual) Fixture Wattage 50 W Light Color lernp. 3000 IK REMOTE MONITORING Lurnens 1per 11:::ixture (approx.) 6371 11 urnens l:Ilatfoirrn Fixtures peer System IInsight I::.\/I:::RGI:::N-NI::: 2 170-2 GE1 54 11GF I N 30 1 XSPIMID 41ME: 30K SV Al 1:1 FID-25-90 IN FARM 50-51::F: R FA251::.8B4N1:: 48N 123W 1,45 IkVV11i/1T12/day 15,53 hrs Solar panel voltage 6.87 1.28 Cloud based dashboard and auLornabc notificabons Warranty Details Battery Solar FIV Panel Output Power Mounting Hardware Pole (if provided) ED FixbAre Electronics (Charge Controller, F.1) Driver) Additional Details Weight (with Batteries) 247 lIb (112.14 lkg) EPA 16.8 Sq F::t (1.56 Sq rn) Tenon Requirements 15" OD x 6" long (88.9mrTi OD x 1.52.4mm long) Operating Profile 100% 30% 0% Time System Certifications Solar Engine M= Fixture Dusk 5 Years Manufacturer's Warranty Minimum 20 Years 1.0 Years 11 ifetime F:xcluding IFiniish MantJacturer's Warranty 1.0 Years Pole Type Aluminum 1Bolt [Down Pole Length 2 5 F:I - Wind Zone 90 MIP� Arm Type 1I IN FARIM 100% at dusk for 5hr - then off 5FF Dawn CE 2004-1.08 CE, F:IN 5501.5, F:IN 63.547 for ennissicnis and immunity. Ull...1.703, IIEC 61.215, IEC 61.730, conformity to CE cULus Listed, suitable for wet locations, CALFrans 611 Vibration testing. Certified to ANSI C1.36.31.200.1., 3G bridge and overpass vibration standards. RoIHS Represented in your region by 1SO11___1 by Suri�ne IDesign" Programmed or custom run modes include: • Hrs after Dusk: 03, 05, 07, 09 or All Night • Dimming Percentage: None, 30%, • Hours Before Dawn: 02, or All Night FEATURES • Bluetooth and App for local configuration and testing • Satellite modem for remote monitoring with Insight Remote Monitoring Platform Subscription • Solar panel and battery overvoltage protection • LED short circuit protection and unconnected LED protection • Internal PV disconnect (no external diodes required) • Reverse battery polarity protection • Self calibrating load, timing, and charging circuitry BENEFITS • Flexible operating modes (dusk -to -dawn, split night, split night with dimming) • Fully tested at the Sol factory before installation and shipment to ensure reliable operation and trouble -free startup • Programmed by Sol based on your project requirements eliminating confusing switch and knob setting • Bluetooth and app for simple and secure setup • Integrated MPPT charging and LED driving system reduces system failures, overall system complexity and cost • Integrated surge protection and noise reduction • Keyed connectors for simple and reliable assembly • Temperature compensated and MPPT controlled battery charging to maximize battery life and energy collection • High temperature charge compensation to ensure component longevity • Ruggeddized solid state design ensures long life and no maintenance • Memory averaging to ensure accurate turn on and turn off of lights to prevent false response due to weather variations • Ten-year limited warranty EverGen® Solar Light Controller/LED Driver 011-1 umll by Surl�rua II)esiignll ................................................................................................................. TECHNICAL FEATURE ELECTRICAL VALUE EverGeno Solar Light Controller/LED Driver Operating Voltage 12/24 VDC Operating Current 25A max LED Drive Current 3.5A max. 100W Lamp Drive Voltage 65 VDC max. PV Voltage Input 55 VDC max. Low Voltage Disconnect (LVD) 11.6 / 23.2 VDC Low Voltage Reconnect (LVR) 12.1 / 24.2 VDC CHARGING Self -consumption < 5 mA Charging Method Maximum Power Point Tracking (MPPT) Battery Fuse, External COMMUNICATION Local Control 30A max. I Bluetooth and app Remote Monitoring PHYSICAL Operating Temperature Satellite modem to Insight remote monitoring platform I -40 to +60 °C ( -40 to +140 °F) Humidity 100% Condensing Packaging Aluminum heatsink, polycarbonate cover, gasket and vent, IP68 Weight 0.74 kg (26 oz.) Size (LxWxH) Top View [9E Slperifficatiions sulnpect to bcall einvircuirinneintalll ca nu idonos. Slpeciffi anions rnnay Ilene subpzact, to change. US and International paVe:.nts apply. Wher (patents pending "SraP" logo is a brader nark of Suunna Design. 234.7x98.7x71.Omm(9.2x3.9x2.8in) Side View 4 Al Seal products are manuffacL unerff in faciRies that are certified tr> IISO quality standairds. IDoco. menu SIPEC SOIL -Su.unna IEvesrGen-F:MS RevB 011­1 Iluul by Suri�na IDesign" XSP Series XSPMD LED Street/Area Luminaire — Medium In addition to a low initial cost, the XSPMD LED Street/Area luminaire maintains the familiar look of the traditional cobrahead design and delivers substantial energy savings while reducing maintenance time and costs. The hassle -free design of the XSP Medium luminaire includes tool -less entry and +/- 5° fixture leveling for easy installation. Our NanoOptic° Precision Delivery GridT" optic achieves better optical control than traditional street and area lighting fixtures and efficiently delivers white uniform light for safer -feeling communities. Applications: Residential roads, collector roads, parking lots, and general area spaces PERFORMANCE SUMMARY NanoOptic' Precision Delivery Grid'" optic Made in the U.S.A. of U.S. and imported parts Initial Delivered Lumens: Up to 11,785 Efficacy: Up to 152 LPW CRI: Minimum 70 CRI CCT: 3000K (+/- 300K); 4000K (+/- 300K); 5700K (+/- 500K) Limited Warranty*: 10 years on luminaire / 10 years on Colorfast DeltaGuard® finish * See http://lighting.cree.com/warranty for warranty terms. OPTIONS 23.7 " ),„. (601 mm ) ....... -.... NEMA 7-Pin Photocell Receptacle Location TTTTT', �• (mil ��! Il Weight: 14.5 Ibs (6.6 kg) Product Mounting Optic Input Power* CCT Voltage Color Options XSPMD HT 2LG 10-100W 30K DC BK Horizontal Type II Long (based on 3000K Black Tenon 31ME location and 40K BZ Type III Medium profile) 4000K Bronze 41ME 57 K SV Type IV Medium 5700K Silver * Please refer to System Overview page for your exact fixture specifications. c � ® %i�����`ir� ,*�x� arc e�, o• ar Options Powered by EverGen EMS isol XSP Series by �;urlrua Ilse^aligru�' XSPMD LED Street/Area Luminaire — Medium da PRODUCT SPECIFICATIONS Construction and Materials • Die cast aluminum housing • Tool -less entry • Mounts on 1.25" (32mm) IP, 1.66" (42mm) O.D. or 2" (51mm) IP, 2.375" (60mm) O.D. horizontal tenon (minimum 8" [203mm] in length) and is adjustable +/- 5° to allow for fixture leveling (includes two axis T-level to aid in leveling) • Luminaire secures with two mounting bolts standard • Exclusive Colorfast DeltaGuard' finish features an E-Coat epoxy primer with an ultra -durable powder topcoat, providing excellent resistance to corrosion, ultraviolet degradation, and abrasion. Black, bronze, and silver are available. • Weight: 14.5 Ibs (6.6 kg) Electrical System • Input Voltage: 12VDC Regulatory and Voluntary Qualifications • cULus listed • Suitable for wet locations • Certified to ANSI C136.31-2001, 3G bridge and overpass vibration standards • Meets CALTrans 611 Vibration testing • 10kV surge suppression protection tested in accordance with IEEE/ANSI C62.41.2 • Meets FCC Part 15, Subpart B, Class A standards for conducted and radiated emissions • DLC Standard qualified when ordered with 30K, and DLC Premium qualified when ordered with 40K and 57K. Please refer to www.designlights.org/QPL for most current information • Luminaire and finish endurance tested to withstand 5,000 hours of elevated ambient salt fog conditions as defined in ASTM Standard B 117 • Meets Buy American requirements within ARRA • RoHS compliant. Consult factor for additional details • Dark Sky Friendly, IDA Approved when ordered with 30K CCT. Please refer to http:Hdarl(si(y.org/ fsa/fsa-products/ for most current information • Operating temperature: -40' to 55' C* (-40° to 131' F*) LUMINAIRE EPA Horizontal Tenon Mount — Weight: 18 Ibs (8 kg) Single 12 @ 180- Tenon Configuration If used with Cree tenons, please add tenon EPA with luminaire EPA 0­0 PD-11­14; PT-1H 0.71 * Max storage temperature 550 C (1310 F). Slperifficatiionms sunlnpa rt to bcall einviroininneintall can3tdonos. Slpeciffi ;atiionms rnnay ISe mjbb ct, to change. US and International pme ms apply. Cltlhtr (patents pending. "SraP" logo its a tfradernark of Sunna Design. PD-21­14 (180); PT-2H (180) 1.43 Al Seel products ere rn,anuffacLurerff in faciRies that are certified tr> IISO quality standairds. rbDcurnent: SlPllifti SC11L Surma XSIPIMII) FtevA .... .... .... 011-1 Iluul by Surina Design" XSP Series XSPMD LED Street/Area Luminaire — Medium PHOTOMETRY All published luminaire photometric testing performed to IESNA LM-79-08 standards by a NVLAP accredited laboratory. To obtain an IES file specific to your project consult: http://lighting.cree.com/products/outdoor/street-and-roadway-xsp-series-1 2LG RESTL Test Report #: PL07625-001A XSPMD-* *-2LG-100 W-40 K-U L Initial Delivered Lumens: 10,905 3ME RESTL Test Report #: PL07628-001A XSPMD-* *-3ME-100 W-40 K-U L Initial Delivered Lumens: 10,868 WE XSPMD-* *-2LG-100W-40K-U L Mounting Height: 25' (7.6m) A.F.G. Initial Delivered Lumens: 10,722 Initial FC at grade XSPM D-* *-3ME-100W-40K-U L Mounting Height: 25' (7.6m) A.F.G. Initial Delivered Lumens: 10,722 Initial FC at grade Type II Long Distribution 3000K 4000K 5700K Initial BUG Initial BUG Initial BUG Delivered Ratings** Delivered Ratings** Delivered Ratings** Lumens* Per TM- Lumens* Per TM- Lumens* Per TM- 15-11 15-11 1 15-11 Up to B3 UO G3 Up to B3 UO G3 Up to B3 UO G3 11,475 11,800 11,875 * Initial delivered lumens at 25' C (77' F). Actual production yield may vary between -10 and +10%of initial delivered lumens ** For more information on the IES BUG (Backlight-Uplight-Glare) Rating, visit: www.ies.org/PDF/Erratas/FM-15-11BugRatingsAddendum.pdf. Valid with no tilt Type III Medium Distribution 3000K 4000K 5700K Initial BUG Initial BUG Initial BUG Delivered Ratings** Delivered Ratings** Delivered Ratings** Lumens* Per TM- Lumens* Per TM- Lumens* PerTM- 15-11 15-11 15-11 Up to B2 UO G2 Up to B2 UO G2 Up to B2 UO G2 11,475 11,800 11,875 * Initial delivered lumens at 25" C (77" F). Actual production yield may vary between -10 and+10% of initial delivered lumens ** For more information on the IES BUG (Backlight-Uplight-Glare) Rating, visit: www.ies.org/PDF/Erratas/TM-15-11BugRatingsAddendum.pdf. Valid with no tilt Type IV Medium Distribution 3000K 4000K 5700K 1767 Initial BUG Initial BUG Initial BUG Delivered Ratings** Delivered Ratings** Delivered Ratings** Lumens* Per TM- Lumens* Per TM- Lumens* Per TM- 1 7 15-11 15-11 15-11 dao„„q„ 21 Up to B2 UO G2 Up to B2 UO G2 Up to B2 UO G2 ° 0 a.4 a.a z.z om °s 0 11,475 11,800 11,875 XSPMD-**-4ME-100W-40K-UL * Initial delivered lumens at 25' C (77' F). Actual production yield may vary RESTL Test Report #: PL04171-001 Mounting Height: 25' (7.6m) A.F.G. between -10 and +10%of initial delivered lumens XSPMD-**-4ME-100W-40K-UL Initial Delivered Lumens: 10,722 ** For more information on the IES BUG (Backlight-Uplight-Glare) Rating, visit: Initial Delivered Lumens: 10,983 Initial FC at grade www.ies.org/PDF/Erratas/FM-15-11BugRatingsAddendum.pdf. Valid with no tilt Slpeclifncatiionms milbiect to locall einviroininoeintall coirndidonos. Slpeclifncatiionms rrnay Ibe mjbp ect, to change. US and International pate:.ntts apply. Cltlhtr patents pernding. Ail Seal products are manuffacLured in fadhLiies that are certified U.) IISO quality standairds. "Scfl" loge, is a tfradernark of Sunna Design. Dor..urnent: SlPlliiti.,.._SC11L Surma ....XSIf°IMIfb.....RevA 011­1 Ilum by Surl�na IDesiigrul' FEATURES • Gel deep cycle battery • Ideal for solar applications • Maintenance -free, sealed construction • Spill proof / leak proof • ABS case and cover • UL recognized • 100% recyclable • 5-year warranty* SPECIFICATIONS Nominal Voltage 12V Nominal Capacity 95.OAh Rated Capacity (at 77°F 100.0Ah/1.00A (100hr,1.80V/cell) /25°C) 85.OAh/4.25A (20hr,1.80V/cell Nominal Operating 77 ±5° F (25 ±3° C) Temperature Operating Temperature Discharge:-4-140°F (-20-60°C) Range Charge:32-1227 (0-50°C) Maximum Discharge 850A (5s) Current Internal Resistance Approx 6.OmO Cycle Use Initial Charging Current less than 25.OA. Voltage: 14.4V-15.OV at 77°F (25°C) Temp. Coefficient-30mV/°C Standby Use No limit on Initial Charging Current Voltage: 13.5V-13.8V at 77°F (25°C) Temp. Coefficient-20mV/°C Self Discharge Batteries can be stored for up to 6 months at 777 (25°C) before a freshening charge is required. *Batteries stored at temperatures greater than 77°F (25°C) will require a recharge sooner. Certifications UL; CE; IEC60896-21 & 22 �® UL Recognized Component v� �� M H29024 RECYCLE Pb Slperilfncattiionms sunlnpa ct to bcall ei nvircuirinneintall ca ndtdonos. Slpeciificattiionms rrnay ISe sulbpzact, to change. US and (International paVe:.nts apply. Cltlhtr Patents pending "Scfl" logo its a bradernarkofSulnna Design. Sol Gel Gel Deep Cycle Solar Battery SO L-GEL-100 MATERIALS AND MECHANICAL Case and Cover ABS Separator PVC-Si02 Active Pb02 + Pb Electrolyte LPG Sulfuric Acid Gel Venting Valve Rubber, opening pressure 8-2OkPa BCI Group # 27 Terminals T6 Carrying Integrated Flush Mount Handle DIMENSIONS Length 12.01 in / 305 mm Width 6.61 in / 168 mm Height 8.1S in / 207 mm Total Height (including terminals) 8.38 in / 213 mm Weight 59.8 Ibs / 26.7 kg All Seel products era rvm,anuffa Lurerff in facilities that are certified tto (ISO quality standairds. DD('AJ mant SIPIf C S��lL Sunna ISC: L-C 11 1.-1.00 FttevA ..... .... .... 1SO11___1 by Suri�na IDesiignl' RELIABLE Sol's CTI-170 is a high -efficiency polycrystalline solar module that provides outstanding performance and cost-effective solar power for high -end off -grid and mobile applications. The module is built to last and features a 20-year limited power output warranty. DURABLE To ensure long life, the high -efficiency solar cells are encapsulated between a special tempered, low -iron solar glass and a Tedlar°/ polyester backing material. The mounting frame, manufactured from anodized marine -grade aluminum, allows the CTI-170 to be installed in extreme conditions. FEATURES • Compact and rugged design • Plug and play junction box • Lightweight anodized aluminum frame • High transmissivity tempered glass • Industry standard quick -connect cables (MC4) work in series or in parallel • 20-year limited power output warranty CTI-170 170 Watt Polycrystalline Solar Panel CTI-170 TAA, C E � iu CCIIGJIF'LIAN"1'' o� 011-1 uuul by Surllna II)eslignll SPECIFICATIONS Rated power (Pm) 170W Maximum power voltage (Vmp) 19.60V Maximum power current (Imp) 8.77A Open circuit voltage (Voc) 23.20V Short circuit current (Isc) 9.35A Power coefficient —0.42% / °C Voltage coefficient —0.31% / °C Current coefficient 0.033% / °C Max power tolerance +/- 3W Cell type Polycrystalline Module efficiency 17.0% Series fuse rating 15A Maximum system voltage 600VDC Operating temperature -40°C to 85°C (-40°F to 185°F) Weight 11.16 kg (24.6 lb) Dimensions 1500 x 668 x 40 mm 59.1 x 26.3 x 1.57 in Frame type / material Clear anodized aluminum frame Certifications UL 1703 Power Specifications calculated at STC: • Irradiance: 1000 W/m' • Cell Temperature: 77°F (25°C) • Air Mass: 1.5 IV CURVE PARAMETERS Dependence on irradiance d 000 lh / s('L ttV rlC IIII 100 VV I.,n, N)0 VV,�'rnn' .7 �.0 ;e 1, .L5 VsI I;;,,:p�;:!rl , "') (;i' 0 'I'lin CTI-170 170 Watt Polycrystalline Solar Panel (i@;',~i I Front view Back view MC4 Negative 0 MC4 Positive I'.': 40 I`1Pi1 1185 inin 1 18 111 30 IInlIn Side view S1perifficattionms sunlnpectt to bcall elnvirculrinnelntalll ca ndidonos. Speciffi ;attionms rnnay Ilene mjbIj ect to chalnige. US and International pate:.nits apply. Cltlhtr Patents pending Al Seal products are rvnranuffaa ured in faciRie:s that are certified U.) IISO quality standards "SraP" loge, is a tfrader nark of Sulnna Design. IDoccurne.nL SPEC .....fnOL...Sunna-..C..1..1-17fD.....ft'e,vA N U O m V 7 O -- N 0 w J 0 LL LLcl m cl L ai m DO LU O V1 N O Ln t N a LU C V J � C C o m ¢ Q N H v O J p D p M m N _ cr ILL ci Cl) E C 30 , u" o"a c W J OLL E O W O W m N C95 £ N Q coZ b0 Z m 9 Q o o 3 v po moo �- � Z a - a Q p Z 0o�oQ3o m a W Ln o LL vEE¢ w U- Q ¢ _ n W c-I 0 w 7 w = Q p , V 7 j O - ILL 3 ¢ a O W i IL az o03 Z (6 a w m � w ~0 O o p .a. o a w a - " w Q Z< N C7 �f Q ~ `Y Q Z � ISn Y v C LU - 0o 3 O d O C7 Z m n cm H X Of J f ~ Q Q Y Ln N O N W c N J O d lu 0 F N Z O_ J � W Cu. O c G � z � 1 � W Q |naightremote monitoring oUovmayou tovicwhow Your entirenetwork ofao|ar|igh10are perfornninOonthe gu7und—fromthe comfort ofyour desk Atany tirne`oimpk/|ogintothe |naightp|atfonn10see the status and geo|000doncfeach |ight |ffurther diagnostics isdesired, YOU can driU downinto recent data 1odetermineifaoyo1ernwas cornnnioeioned proper|yand ifitiowmrkingaaexpected And ifregu|ar|yrevievvingyour doahboarddoesn't flit iinto your achedu|e'|nsigh1vvi||send autonnado no1ificetionsifany system igoomprornisedornot vvorkingtheway it's suppooedto S61'sUlirls' fvt jp�la,ffoliriirn�s a tWthat cain save youir delpaiii thmeby UMN ll::::veryEver(Denlighting ayaterr incudeoocoiirqil�iiii,�2riisubmciii0oSOVS|nnightrelimonkohngp�atfonn l::::)0endedoubao/iptionpaokagesareavoi|ab|eCuntootouroa|esteomformovein[onmation ToreoeveUnm�ghtremwtemmntohng,omstomeirsmust s�gnoff mntanmmand rnmdinimnm S"TEIP I Ensure your installer has the right tools before going on site. Smartphorre or tablet bulift within the iast t.hree years (Phone 6 or newer running iOS 12.0 r/Android 6.0 and Iglu eltooth lovir (Energy). I he EverGen SeLLIp App (see Step 2). I he Sol order number (e.g. OFIDI 2345). STE P 3 Sign Up for access in the app. Using the "Sign Up" tab, installers can enter their information to create a proffle to access the app. A verification ernaiO MH be sent to the address used for the proMe. Once the account is verified, login and move to step 4. s Download the order information to the app. Prior to installation, the instafler vviH need to dowrfload their order information to the app so the correct settings can be applied to the EverGen. Enter the order number provided on the shipping documentation (ORDXXXXXX). Dowrfloading requ.iires an internet connection. If there will be no internet access onsite, the contractor should download order information before arriving. After downloading the order information, the contractor can complete the rest of the steps even while offline. Order information remains available in the app for two weeks. NEXT STEPS: Follow the EverGen Setup App instructions onsite. STEIP 2 Download the app. F::rorn a srnartphone/ tablet, the instafler can go to the JOIS-Avp- Play.-I ore, and search for "EverGen Setup App" by Sol lnc. (or click die links above). If the app is not showing up in the App Store, the phone/tablet may not be compatible. Try installing on another iPhone/Android phone/tablet. US and Ili fteinal:ioinall paltEm is apply, Olther palteintt Ipsending "Soll" (logo is a trademark of Suina Desigin A1111 Sall piodLICLS ale Miami I acltui(ed lin Iaclllilttileo, ihalt are certified tO (ISO qUdIRY DouirienIt: SELA SOIL Sunina EverGpin 4 SiLePS &'[Up ApIp RevC (D sol� byQunna i reirinris and Conditions of Warrarity arid Otheir Details 111.1mited Warranty mypuirdhasing thenroduCt,theouyeir,ortheownerpfdhepiroduct(�ow^)areagreeIngtobeboundbythe tenmsmfthis|imted warranty,TheCompanyprovides the foUnwinghmbedwanaintycoverage auapp|icab|etothe Pmduct, Subject to the terms and cmndidons of the I imited Warranty as set forth hepern (the 7erms and Conditions of Warranty"), a Product shaU be considered a ^Deficient Ppoduct" if Buyer provides written notification of The occurrence of The fall within the associated warranty period einuirneraLed lbellow and iproves to SLYNNA DESIIGN's satisfactloin that the defect exists, The imbedWanantyallexduevellytothe8uyeir,anddhin8parfleswUhavenohg/tsorbenefitsunderthaUirn�ted Warranty, The Umbed Warranty is non -assignable, excapt upon the written consent ofSWNNA I.YES|GN. Claims for a breach of the Limbed Wanantycan only bemade::(I)during the re|evant L.Ambed Warranty lasset forth above, (fi) with alofpurchase as was !issued by SUNIMA DIESIGIN to Buyeir which includes the Product purdhase date ard (ri) written notification of such I.Airrited Warranty c|4im being given in writin8 within thiirty |30) days of the alleged occurrence giving rise to the Limited Warranty daiiryr to SUNNA QES|GNIattire fnUowingaddress:�99O8|seyneBnu|evand'Suite 701'133132F|orida, * Sula�sct to the excllus�oiraand daimpiroceduire set out below, the Cornpairry warrants each inew|ighifling systento The free firoirn defects |n mateha|s and wmrbmanyhipthat peirfonms under nonma| use and service, The Compan;wU|' at bamption and disciretion, repmirmrreplace any syst m prsystem moirnponentthat is defective in mateha|s or manufacture within a speclfic flmefirameafterpuirdhasFe—thewhrramypehod (the ^marranty^).xdditionaUy, spe6fichemywhhinthe system mayhave extended warranty poteciionasnoted, * The CompanyshaU beentit|ed, at its discnetimn,to use newand/or reconditioned parts orpnoduCtS in peirfbrming warranty repairprprowidingare1p|ocementProduct in accordance MiLln the Warranty Coverage, "The Compary allso reserves the hight to use parts or products oforigima|orimpmveddesignmanyrepairarvep|acementInaccordancewbhtheVVarrantyCaverage|t fuirther resemesthe rightto make changes in design or impiromementsto its ppoductsWith(tut ncbicetoyou and without ob|igationtoincorporate the same inany product previouy|ymanufactured. Any products mrparts whichare rep|ncedshaU becmmethe prolceirtyqfthe Company * If the Company rell or replaces a Product in accordance with the Warranty Coverage, the Warranty wiU condnuetm apply and remain in effect for the ba|anne of the Warranty Perimd calculated from the date you purchased til Prmdmctfmm the [ornpany(the'`)ateafPurchame^}andnottherepairorrep|moairnentdate, * If the Company chooses to offer a credit towards the pu­chase of new Product in accordance with the Warranty Coverage, thenthe warrantyapp|icab|etmthe new productshaU apply, AU credits most be used within 90da\a ofissuancefiromthe Company towardathe Purchase ofnewiorsuch credits become nmUand wo|d. * Shippling the Piroduct to the Coirnicany's factory reirnzdris at the expense and responsillsflity of the Buyer The Wairrairry does not cover impoirtfees, duties, and taxes, What the Warranty Does INot Cover Thie Wairrainty does not lcoverage for the fm|loMng which are expressly excluded from the Warranty: * F�ai|uredue tononma|wear and tear of tire Product; m Failure caused byImproper user programmingofProduct settings through computersoftware supplied with orassociatedwrth the Product; * Failluire clue to accident, abiuse, m1suse., liquid contact, neglect, improper installation, generalized corrosion, biological Infestations, orinputvmUtagesthat create operafingconditions beyond the irriaAmum or minimum Hsted in the Company's specifications; = Pmductswhichhavebeenrepairedora|teredotherthanbytheCompanVmrasauthorizedbyitsemp|oyeesoragents; ° Products that have theirmrligina| identification (including, but not limited to, trademarksorseria| nurnbeirs) markingadefaced, altered, or removed,- 0 Products utIlkzed as a coirrillsoineint part of a product expressly warranted lay anothier manufactuireir,' Sol uvsunnaDesign |munig»tinu.cvm|Toll-fee:z-800-9syz3zy|Worldwide: +z-7rz-2xo-9«oz|sa|,y@m|amumung.cmn (D sol� _') byQunna Design"' • Qpeiradmn or storage of the piroduct outside the specification ranges disclosed by the Company, wnd/mr alteration or deployment of the Product other than in accordance with any published or provided user, storage, or maintenance requirements; Specifically, the warranty does not cover storage nfthe Product for mmre than 36Sdays, orinalocation where temperatures may exceed ZG~C(77~F}� • Fai|unethatisinanywayattributab|etotheimproperuse'storage'maintenance'instaUation,orp|arementofthePnmduct, ° FaUune caused by use in violation or contravention cfanyapplicable laws, statutes, ru|ey^ regu|aduns' and ordinancesorany app|icab|estandard'code, oriostructimnufor use !in installations, including, but not ||mitedto, those containedintheNationo/ Electrical [ode and published by the Standards forSmlety of Underwriters Laboratory, the /ntemodono/ BectrolecMnica/ Commission, the American National Stondords Institute, and the Canadian StandordsAssociation; ° I:4flluire caused by any acts of God, liricluding, but inot linrited to, earthquakes, lightining strikes, and flloodling� arid • AnYaddidona|costsrequiredturepairorrep|acethedefecdvePrmductinduding.butnothm|tedtm'|egia|adve|yimpuaedfees mhereapp|icab|e. Restrictiomsand Mnmitatonsto Warranty • The Company !is incit responslible foir repairs, disassembly, orire assemby,mfother products that are notoupp|iled,prorided, or so|dbythe Company. • The Company !is not liable for any losses, expenses, clairriages, or costs incurred by you inbden4l or collaterall to theWarranty, inc|uding,bmtnnt|Hmtedto,uhippimg,retriewa|,andredep|nymentmfthepmduct, • TiriaWarranty is not transferable mrassignab|e byyou and only app|iestoyov, Vpnn written notice tnyou, theCmmpan9may assign this Warranty. in otheir words, wairrairrity clairris can only The imade lby the cornpainy that purdhased the products firoirn the Company. • TbeCompany does nmwarrantthe resu|tsobtained fnomthe imp|ementationnfrccomMendatioiris medebytheCompanywr itsauthorizeddistrilautmirscmnoerningthemye'gesign'mrapp|HcationnfthePnmduct, • You assumeaU,espansibi|ityand liability for loss ordamageresu|ting firmmyour hand|ingorrise qfthe Product. • The onus is mn you to pmwide evidence sadsfactmwtothe C�mmpanythat any event that may invo|idatethe VVarrantyhas nmt occurred, including, but not |limited to, providing evidence ofsil storage, maintenance, or operatimna| procedures to assure Product perfbrmance. • The Company has the sole discretion in deteriTnining the validity of any Warranty cllalirn and reserves the right to determine the cause of Product defect including examining patterns In Product usage' trends in Product failure, andto review yaur documentation of inistallation, use, n4intenaince, storage procedures, and test results, = The[ompany's|iabi|ft9omanydaim,whetherinwarranty,00ntractneg|igence,oranyother|ega|theorKfor|oss,damage'or imun/arisinQdinect|yorindinect|yfromorinne|adontotheusemftheProductmhaUInnoeventexzeedthepurchaoepricepaid byyou for the Product asstated inthe original Invoice. � The repair or replacement of the Product or granting of credit by the Company in accordance with the Warranty Coverage shah be your sole remedy and IN NO EVENT SHAuTHs COMPANY as UA11.31Ls FOR PUN|T|VIE., SPsDAIL., |piC|osNTAIL, OR [ONSEQUENT|ALDAK8A(.-.;B|NCURREI)8YYOUVVHETHERFORSEEA8LEOR NOT, ANCLUD|NG'8UTNQTL|k4|TEDTO, bDSS 01::: PROF|TSDRREVENUES, LOSS OFUSE OF: GOODS (EXCLUD|WGTHEPRODUO)'bQSSOF8ARGA|N'LOSS OF8US|MESS'LOSS OF: nPPoRTUN|TY,oRLOSS oFREPUTATION, � TheVVarnantysetnutahnweisthesp|emari-antygrantedbytheCompanywithi tothe Product. 0ooira|understanding, representations or warranties shaU be of any effect and the Company makes no further warranties, express or irrip|ied, concerning the Product other tham the KVarrantY, You, whene permitted by mpp|icab|e law, hereby expressly waive any statutory or imp|ied warranties including, but not |imited to, that the Product shaU be meirchantab|e, flit for a particular purpose, prdunab|e, AU ptherwarrandes, conditions, and representations are hepebycanceUed and are nuU arid void, This Warranty may only be modified or annended by written agreement signed by the Coirripany. * Tlhis WarrantyTarms sheU be governed ear|uaivm|y bythe laws of the state of Dm|awane, Nn�red States exc|u0ng ru|es of internadona||amithat would result !in dheapp|icat|onofthe laws mfany other jurisdiction, TheUnited Nations �mnvendonon Contractafmrthe|nternationa|Sa|enfGoodu{1g00}doesnotapp|ytothisAgreenment,|f8uyer'sprincipa|p|acemfbusinesois located within the United States, the parties henehy irrevmcabAyattom and submittothe exdusive]urisdictinn of Delaware, United States ofAmerica in respect of all disputes arising under or in respect of this Agreement. If euyer's principa| place of business is located outside of tire, Un�hed States of America' then aU disputes arising out of or in respect of this Agreement shaU be determined by arbitration administened by the |mtemationa| Centrefor Dispute Resm|ution in accordance with its Untemadona|ArbitnadonRu|es,ThenumberofarbitnatooshaUbeone,Thep|aceofarhitiratAonshaUbeVVi|mington'0e|awane' UnitedStates ofAmerica.The |angumgcofthearbitration shaUbeEng|ish. ° TmtheextentthatthisVU*rrantyiyinconsistentwithmandatoryepp|icab|e|aws,thisVVarrantyshaUbedeemedmmdifiedtmbe consistent withsuch mamdatoryapplicable |oca||aws. Sol uvsunnaDesign |munig»tinu.cvm|Toll-fee:z-800-9syz3zy|Worldwide: +z-7rz-2xo-9«oz|sa|,y@m|amumung.cmn solI by Sunnaa ILUeDtuggur'' SUUNNIA DESIGN slhaUi, at its sole option arid discretion, eitheir relpaUn or repUaace with a cornpaarabUe product, or give a credit to Buyer (RrtRernedy"). Buyer and SUOVNA DESIGN acknowIedSe and agree that the Rennroaady is .S,UNNIA DESIGN's soIe and excllusUve oltsh anion and Ilifuyei's solle and exclusive reirneady under this II.Jinniitecd Warranty aainad with respect: 'to the fwrorduct�. Ireire a IDeficient IFlirocdaucU: is no Monger b61ng rwnano.ufac.tureod by SU..UNINA If.Df:1S11G'IN, SU.UNNA II.Mii'.SIIGN reserves the r'dg ht to supply another type. Absence of SU.UNNA lDI:::SUGIDt's ireceiipt of wwaithten notification waalitlNiin tine aapplliicaablle warranty Iperiic:acd iiin connithance with the 'tennis and c;onbl'tions set forth Iheireliini slhallll constl'tute as wnru(Iveir of null claims under Mire IL. (Irri V:ed Warranty, SVUININA IDllii.:S116. IN's (performance of a IReirriedy slhaalli not cause the beg lininlinE of a nemi wnranraaint:y Ipe,rliocd, nor otherwise extend the a alal(aUicaablle waariraaimty period, Si..UNNA If.:tlf:::SlIGIN's c.AimUllletiive aggregate Ihaalbilty Under tlhii.^:a II..iiinmiite d Warranty slhaaUll not exceed the original Purchase Price of the fgircacdaart. Il:auuyen slhallll bear All costs of ulrh f rnent.: and tirain.slpoirtat.lioin irelPatead to the repair or irelr llaceinneint: of IDeficient IProduct, EXCEPT FOR THIE t..11TAI)TEII:1 WARRANTY t.:XPIR.It.SSllY SET IF:013 it HEM f:::IIIN, SiUNNA t.:DESIICUIN IIMtIAIKIf:::S Iladt::t Ilx't.:PlRESIi I TAT110IN 01 WAIPIIAANTY0 F Al1IICIII@tII:DWU IAfSt,Dt.:°kll:::lIftll:::GAIIRII:DlINGfllllEPIPAQ:DII:aIUCfAf+IDII:DIISCII..AI11IMSAL.d..EDTIIIll :::RWAIIRAf^tTIES, II:::YPIIAf:::SSO IyflfnlL..Illliial:D, I11INCi..tUII:DIING "t"Ihlllii: 111 PL.Jl1:::..:D WIEAR,RANT11ES Df:IlliiiU:tCHA.ft TAlB: 11L.J11TY, F:Utbdd.SS FC,It A PA T11CU..U11..AIII IL.URtIP0Slliii, C 0 U I I l::: 0 F: t.:Yt::.AU...IINCi AND UUSAGE O TltAf:aE- IID,V NO IF-VIllwtt SIIIAII...II.. SiUID INA t:DII::SIIGIN till::: II IIAIIDII...II::: IF01 , AINID II.DUU1(II1IR: IINII:IIQII:::ll:d°( A(ulltll.::ll:::5 TO IIINIDII:::IMINIllfy SUUlNNA II.DII:::SIIGIN If lftGUUalU AIN D AQSAIINS- , ANY AND AL.t. CLAUll"wt1S AND COSTS, INCLUDING AfTOi'fb EY'S FEES, ARISING IN ANY WAY II-IItOlM f II IE SALE, USE OR INABILITY TO USE flhlt: PRODUCT, BASED ON: LOSS OF USE, REVENUE OR II)RClFIlfd DIRECT, IINDIIIAt:a.,'t,'aPd.:CIAL, PUNITIVE, 11 &::U,tUIIII:DA"fEII:D, IIINCIII If.Df:llft"'fAL., C6t NSQUJE4"k U llFa IL, 01ld ANY 6vi'f Il I EIR IDA@tfflAGIlii!y OR IIINJUJIUt�I( TO IPlliiRSONS OR IG'llro4.DIGPE IIkEN�. Dlhie nliglhts, olbllligatlioins and Illiinn'dhatlioins contaiinead IhereBiro are ,Ipoadflicalllly negoUat:erd as part of the a ireeinneinit Ibet:wee�iro the part:lies, arid nelpreseimt the specific intent to allocate rlislks, Including those aniising due to eaac;:h Itaaarty's own negligence our breach, and the poteintliall of the Il..aiimIte d Warranty faUlhing of its essential Purpose, Neither the sales personnel l of SU.UNNA DESIGN inor its cdlisthbautoirs are authorized to malke warranties or represeinrt>at.'loimo, whether oral or written about the Products beyond those set forth !in these Warranty dernns and Concfit:'lon s, and no other waaaairiraanfles acre pveira to Buyer other than tire Il..iirmnit.ecd Warranty "set forth Ihereiiin. These Waairiraant:y Tearinn.s and Conditions constitute the final expression of the pairf es' agreement, and it is a cornplete and exclu.usIve stat:ernent of the terrnur° of that a reernent and supersedes ail Iprdor agreements, warranties, or staternents regarding Products or any warranty associated vrirtlh the IPiromdu.uct<s. These Warranty Terms and Conditions cannot The amended, ante^rend oir imocdffiied in any ar,day except In writing sUg mend by an authorized officer of SiUIfdIIwUA f:DESlIGIN. These Warranty Terrins and Coinud1t1oiros s1rall1l be governed by and construed in accordance with the laws of the State of l::Delaware without regard to principlles of coinfliiu.t.s of laws. Sol by Sunna Design I solarlighting.com I Toll -free: 1-800-9S9-1329 I Worldwide: +1-772-286-9461 1 sales@solarlighting.com solI by Sunna 11Demgn"' 1.0 Year Limited Warranty Fhe Coinipainy wainraints that: eadh new sollair Illiglhding systeinn to have as component oir system free firoInI defects in imateirialls and workmansl-flIp that peirfmirns undeir noirimall use and service. Me Company M111, at its option, irelgaaa4 olir irelpllace any eysteirn or systeiryli coinipoineint that is defecUive in materials or mainufactuire Mtllnfin a slitedific firriefirarre after pi.Airchase. Wainrainfles are a innVlnliinnu.uinu of five (5) years, wWn specific iteims within she systeinn noted below having additionall warranty pirolection agaliinst faflure. For ibli detads regarding Thlis wainrainty, review the Terms and Coinciftloins bellow. Iteirn Sollair PV Panell Output Power Mounding 11 lairdware Polle Qff pirovi°ided) L. i D Ifixture Electronics (Charge CointiroHer, LED Dirliveir) E.ineirgy Storage Airray (Battery) I:..:veirGen IM Series 20 Years 1.0 Years POainUfachxreir's Warranty P0ainUf,'3ch.jireir's Warranty 1.0 Years 5 Yeairs/1.0 Years* !ISSL & U P Series 1.0 Years 1.0 Years ManufaCtUreir's Warranty 1.0 Years .1.0 Years 1.0 Yeair-,* * Battehies provided Iby the Company (have as Ilium ited warranty for battery relplaceirneint (lbatteiries innust The pirovded by Sunina Desigin), based on the date of ehipment, with the following pray rated coveirage: "' This wainrainty !is appIlkable fear products [nistalled lien the L.,inited States and Canada only, rSSIl. &, LYP systems installed in other tenrlitoirlies benefit firorri a 6 Years warranty. 5 Year EverGein Battery Warranty: 0 0 to 36 innioiniths: 1.00% credit (iuser pays 0% of replaceirnent battery price) 0 37 to 48 moinths: 40% credit (iuser pays 60% of replaceirnent battery price) a 49 to 60 rnointlhs20% credit (user pays 80% of irelpllaceirneint lbattery jpis ce) 1.0 Year I:..:verGein, LSASSI & UFI Series Battery Warrainty, 414 0 to 84 irrioniths: .1.00% credit (user pays 0% of replacement battery price) 414 85 to 96 irnonths: 30% credit (riser pays 70% of rep[aceirrient. battery price) 97 to 1.08 nronths: 20% credit (user pays 80% of rep[acerrent. battery price) 1.09 to 1.20 irmnrairths: 1.0% credit (user 1pays 90% of relplaceirneint Ibatteiry phice) Sol by Sunna Design I solarlighting.com I Toll -free: 1-800-959-1329 I Worldwide: +1-772-286-94611 sales@solarlighting.com OLE BY OTHERS SHRINK GROUT ■ ■ ■ U �m Uo zz w m m W ° W z � o � o u_; m z' Q W N w 0 1^� V / z w w z z w o �G �J y U o LLJ �Lo�� r F- z Q 0 w n w 0 0 o� Q U 0 U JG w �o O u� LVo o0 of Q o� U �— cz oL W _ n DATE 09,' 12/24 JOB NO. 2425 zu 5HEET NUMBEP �m 51 aF' 00 TOM �1L 0 1' 2' SCALE IN FEET' U �m � o zz w cm m W ° � W zoo Ln u_; m z' Q W N w J V / z fv w w z z w �z U1 V o LLJ r~ � ° R F— Z Q w L ,L O r w z ; 00� �� Q U O ~o U JG w �o O u�T F� L w (n NN DATE z3 09/ 12/24 JOB NO. 2425 �u 5HEET NUMBER "'m S2 a o?L I Y, G" BY OTHERS BOLTS BY OTHERS n BASE PLATE DIMENSIONS CONCRETE COLUMN #3 REBAR 60K5P SPIRAL (I 6) #4 REBARS 60 KSI (4) ANCHOR BOLTS BY OTHERS 2 CONCRETE COLLA O Vol 0 1121 SCALE IN FEET U �m U o zz w� LPL c� W 0 W zoo Ln u_; m z' Q W N f 0 J u V l z w w z z w o �G Lj �J y QD o �Lo�L Q 0 wLL 00� o� Q U O ~o U JG w �o O u � 'L Vo o0 F� L o� Q o� DATE 09/ 12/24 JOB NO. 2425 zu 5HEET NUMMP �m 53 a�- a�� Sol* by Sunna Design° Document: 81902MANUAL SOL EverGen RevD EVERGEN M SERIES ��flie\ kjQ[e]:j&ILIJ1:i1�1e\►l�L\� Sol by Sunna Design 1990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com by Sunna Design° sol*'� IMPORTANT EVERGEN M SERIES USER MANUAL Keep your product order information. You will need it during setup. The EverGen lighting system must be activated after assembly and installation using the EverGen Setup App. Otherwise, the light will not turn on and an additional site visit will be required. To complete activation: 1. Download the EverGen Setup App from the iOS App Store or Google Play store and ensure you have a compatible mobile device. 2. Use the signup tab to create an account. 3. A verification email will be sent to the email address you used to create the account. Open the email and verify your account. 4. Switch from the signup page to the login page and enter your email and password. 5. Once inside the EverGen Setup App workspace, enter your order number (ORDXXXXXX). 6. Go to the location of the EverGen lighting system, connect to the light and follow the Setup App to activate. If you do not have wireless internet access onsite, use the app to download product information for your order before travelling to the NOTE offline site. Activation can then take place onsite without a wireless signal. Contact us for best practices for working in remote areas. EverGen firmware may be periodically released to improve NOTE performance. Firmware updates are managed by the app during the initial connection. Updates are mandatory and the process takes about 45 seconds. This installation and instruction manual provides installation instructions for the Sol EverGen Series solar LED lighting systems. The entire contents of this manual should be thoroughly reviewed and understood prior to installing this equipment. Do not discard this manual, as it contains complete installation instructions. To ensure proper operation of this equipment, it is important that the equipment be used only for its intended purpose. Any use of this equipment for purposes other than those intended will void all warranties. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com )C Sol` EVERGEN M SERIES USER MANUAL WARNINGS AND PRECAUTIONS by Sunna Designc" Warnings and Precautions Safety and Usage Precautions The following symbols indicate important safety Do not install poles without warnings and precautions throughout this manual. EverGen systems and luminaire(s). WARNING They are defined as follows: Batteries are shipped fully charged. NOTE NOTE suggests optimal conditions Use extreme caution when handling under which the equipment will the batteries as they are capable operate effectively and safely, or of generating hazardous short - provides additional information to circuit currents. Remove all jewelry the reader. (bracelets, metal -strap watches, etc.) before attempting to handle CAUTION indicates that damage the batteries. to equipment may result if the caurioN instructions are not followed. Solar modules produce DC electricity when exposed to light and can, therefore, produce an WARNING indicates that serious electrical shock or burn. To render WARNING bodily harm or death may result solar modules inoperative, remove from failure to adhere to the them from sunlight, or fully cover precautions. their front surface with an opaque material. Warranty Disclaimer This manual will familiarize you with the features, operation standards, and installation of Sol's EverGen M Series. Failure to comply with the use, storage, maintenance, installation or placement instructions detailed in this manual could void the warranty. Standards Perform all installation, wiring, and maintenance in conformance with local building and electrical codes. Adherence to the National Electrical Code (NEC) is mandatory. Non -adherence to code may void the warranty. Before lifting any heavy or bulky equipment, ensure the load is secured so moving parts do not shift, and that it can be lifted as far as needed without back strain or loss of grip. Installation may require more than one person. Until the system is ready for startup, keep the battery fuse out of the fuse holder. Ensure the equipment is not powered during installation and wiring of the system. Recheck all completed wiring for proper polarity prior to energizing the system. NOTE Changes or modifications to Sol equipment not expressly approved by Sol could void the user's authority to operate the equipment. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com by Sunna Design° sol*'� Table of Contents EVERGEN M SERIES USER MANUAL TABLE OF CONTENTS Warnings and Precautions.................................................................................................................................... 3 WarrantyDisclaimer................................................................................................................................................. 3 Standards.................................................................................................................................................................. 3 Safety and Usage Precautions................................................................................................................................... 3 Introduction......................................................................................................................................................... 5 Components............................................................................................................................................................. 5 System...................................................................................................................................................................... 5 Positioningthe Light................................................................................................................................................. 6 Toolsand Equipment................................................................................................................................................ 6 Assembly.............................................................................................................................................................. 7 1. Assemble Solar Panel(s)...................................................................................................................................... 7 2. Assemble Solar Panel Mount.............................................................................................................................. 8 3. Attach Solar Panel to Solar Panel Frame............................................................................................................. 8 4. Connect Tenon Adapter to Solar Panel Mount................................................................................................. 10 5. Assemble Battery Box....................................................................................................................................... 12 6. Connect Solar Panel and Fixture Cables to the EMS......................................................................................... 14 7. Assemble Integrated Arm (OPTIONAL)............................................................................................................. 16 8. Assemble Battery Cables................................................................................................................................... 18 Installation......................................................................................................................................................... 19 1. Attach Lifting Straps.......................................................................................................................................... 19 2. Orient and Install System.................................................................................................................................. 20 3. Installing Systems with Integrated Arm (OPTIONAL)........................................................................................ 21 4. Install Fixture..................................................................................................................................................... 23 5. Direct Arm Installation...................................................................................................................................... 24 6. Davit Arm Installation....................................................................................................................................... 27 7. Battery Installation............................................................................................................................................ 30 8. Final Assembly.................................................................................................................................................. 30 Commissioning................................................................................................................................................... 31 WiringDiagram.................................................................................................................................................. 32 Maintenance & Product Care.................................................................. Fuse Replacement................................................................................... ........................ 33 ......................... 33 Troubleshooting................................................................................................................................................. 34 Warranty............................................................................................................................................................ 35 4 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" Introduction Components SOLAR PANEL 1 OR 2 4 4 4 4 BATTERY BOX WITH EMS SMALL, MEDIUM OR LARGE System SOLAR PANEL MOUNT 1 OR 2 PANEL (2 PANEL SHOWN) AM LIGHT FIXTURE CABLE 1OR2 0 FUSES BATTERY CABLE KIT FOR 1 TO BATTERIES (MAIN CABLE SHOWN) EVERGEN M SERIES USER MANUAL INTRODUCTION TENON ADAPTER HARDWARE KIT LIGHT FIXTURE I OR 2 BATTERY 1 TO 4 There are several options available for the EverGen M Series. Pictured below are examples of one and two panel systems with integrated fixture arms. One panel, small battery box system Two panel, medium battery box system Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 5 by Sunna Design° sol*'� Positioning the Light O Make sure that the installation location for the product has an unobstructed view of the sun's path. OAlso, note that the position of the sun will vary throughout the year, being at its lowest point relative to the horizon in winter months. O Orient the solar panel(s) towards the equator (towards South in the Northern Hemisphere, towards North in the Southern Hemisphere). O4If using a magnetic compass, be sure to take into account the installed location's magnetic declination (the difference between true north and the direction a compass needle points in a given location). Tools and Equipment Tools Required EVERGEN M SERIES USER MANUAL INSTALLATION Recommended Equipment a. 3/8" Ratchet a. EverGen Installation Kit (82644RevA): b. 6" Extension for 3/8" Ratchet • Three (3) Lifting Straps c. Sockets: 3/8", 7/16", 9/16"1 15/16" Deep Socket, 0 MC4 Disconnect Tool 3/16" Hex Bit d. 15/16" Wrench e. Flush Cut Pliers f. Torque Wrench capable of 0-100ft-Ibs g. Cordless Drill with %" Drill Bit h. Ear Protection i. Bucket Truck and/or Crane Truck j. Saw Horses or elevated working surfaces Quick Reference for Fastener Torques (all values for lubricated threads) Bolt/Screw Size Torque (in-Ibs) Torque (ft-Ibs) 1/4" 64 5 3/8" 201 17 5/8" 936 78 Battery Bolt 50 4 6 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" Assembly EVERGEN M SERIES USER MANUAL The product should be assembled on the ground before being installed on a pole. ATAKE CARE NOT TO DROP ANY MATERIALS ONTO THE BACK OF THE SOLAR PANELS DURING THE PRODUCT ASSEMBLY AS THE SOLAR PANELS CAN BE DAMAGED BY ACCIDENTAL IMPACT. 1. Assemble Solar Panel(s) a T ASSEMBLY Place solar panel(s) glass side down on to clean cardboard (solar panel packaging) on a flat, stable surface. For systems with two (2) solar panels, connect one (1) cable from each of the panels so that they are in series. Upon successful connection, there will be an audible click. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com )c S 01"' EVERGEN M SERIES USER MANUAL ASSEMBLY by Sunna Design° 2. Assemble Solar Panel Mount O Place solar panel mount onto frame(s) of solar panel(s). Ensure that the solar panel mount grommet hole is facing the solar panel junction box(es). 2O Align mount holes with threaded holes in solar panel frame(s). m e ae a 3. Attach Solar Panel to Solar Panel Frame THREADED HOLE IN SOLAR PANEL FRAME O For two panel systems, ensure panels are pushed together and flush prior to, during, and after bolt tightening. ° ° OK 8 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" O O a Apply grease to solar panel mount bolt threads. EVERGEN M SERIES USER MANUAL ASSEMBLY Install four (4) (single solar panel) or eight (8) (two solar panels) supplied 1/4"-20 bolts through solar panel mount slots and into threaded holes in solar panel frame(s) and tighten to 5ft-lbs (64 in-Ibs.). Once bolts are torqued, install grommets as shown below. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com by Sunna Design° sol*'� EVERGEN M SERIES USER MANUAL ASSEMBLY O Strain relieve the solar panel cables to the solar panel mount frame feature(s) and near the junction box(es) using the provided cable ties. 4. Connect Tenon Adapter to Solar Panel Mount O Identify top of tenon adapter. There are two larger clearance holes through the tenon adapter near the top. Orient the two (2) 3/8"-16 threaded holes in the tenon adapter as shown. 10 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com )C Sol` EVERGEN M SERIES USER MANUAL ASSEMBLY by Sunna Designc" O Note orientation and rotation of tenon adapter once more. Ensure the two (2) 3/8"-16 threaded holes are facing outwards as indicated. 0 Place tenon adapter between panel mount flanges as shown. 4O Align tenon adapter to holes in solar panel mount flanges. 5O Insert two (2) 5/8"-11 bolts with flat washers through clearance holes. CDApply grease to threads of two 5/8"-11 bolts. THIS IS CRITICAL TO PREVENT IRREVERSIBLE DAMAGE TO BOLT THREADS. CAUTION O Install supplied flat washers and lock washers to connect the tenon adapter and solar panel mount flanges. Finger tighten supplied nuts. 8O Confirm correct orientation of tenon adapter. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 11 by Sunna Design° sol*'� EVERGEN M SERIES USER MANUAL 5. Assemble Battery Box OTake off battery box door by removing the four (4) 1/4"-20 bolts. ASSEMBLY OOrient the battery box so that the face with the six (6) holes lines up with the six (6) threaded holes of the solar panel mount and tenon adapter. 12 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" O CD O GD EVERGEN M SERIES USER MANUAL ASSEMBLY Using one (1) of the supplied 3/8"-16 bolts with greased threads, secure the battery box into place on the tenon adapter by threading bolt through the battery box into corresponding hole in the tenon adapter. Install five (5) remaining 3/8"-16 bolts to complete attaching the battery box to the tenon adapter and solar panel mount. Torque all 3/8"-16 bolts to 17 ft-Ibs (201 in-Ibs) taking care not to strip the threads in the tenon adapter. Then torque tenon adapter 5/8"-11 bolts to secure tenon adapter to solar panel mount and solar panel assembly to 78 ft-Ibs. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 13 by Sunna Design° sol*'� 6. Connect Solar Panel and Fixture Cables to the EMS EVERGEN M SERIES USER MANUAL ASSEMBLY O Route the two (2) unconnected solar panel cables into battery box with enough slack to easily connect to the EMS. DO NOT CONNECT SOLAR PANELS TO THE EMS AT THIS TIME. CAUTION O Route the end of the fixture cable that has a two (2) position connector and ring terminal into the battery box with enough slack to easily connect to the EMS. For systems with two fixtures, repeat for the second fixture cable while using the fixture splitter adapter. T Take the ground wire from the EMS and place it onto the grounding lug followed by the ground wire from the fixture cable. CDThread supplied 1/4"-20 nut onto ground lug grease and tighten to 5 ft-lbs (64 in-lbs). 14 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" :701 ■ EVERGEN M SERIES USER MANUAL ASSEMBLY Connect fixture cable connector to EMS connector observing the keying feature. There will be an audible "click" upon successful connection. FIXTURE CABLE EMS CABLE Where the cables enter the battery box, install a cable tie around all the cables on the inside of the box and tighten. Coil remainder of fixture cable wire outside of the battery box and secure temporarily to solar panel mount until product has been installed onto the pole. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 15 by Sunna Design° sol*'� 7. Assemble Integrated Arm (OPTIONAL) ORoute fixture cable(s) through tenon adapter. EVERGEN M SERIES USER MANUAL 0 Insert fixture cable(s) into the integrated arm as indicated by the arrows. O IN Place integrated arm into the tenon adapter taking care not to pinch the fixture cable. Tighten set screws on the tenon adapter to keep the integrated arm in place while lifting. ASSEMBLY 16 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" EVERGEN M SERIES USER MANUAL ASSEMBLY T Rotate the assembly so that it rests on the bottom edge(s) of the solar panel(s) and the edge of the tenon adapter. Avoid scratching these surfaces by placing the assembly on cardboard. EverGen with Tenon Adapter EverGen with Integrated Arm Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 17 by Sunna Design° sol*'� 8. Assemble Battery Cables EVERGEN M SERIES USER MANUAL ASSEMBLY NOTE CABLE CONNECTIONS VARY DEPENDING ON SYSTEM CONFIGURATION. WARNING RISK OF ELECTRIC SHOCK. O While at ground level, install battery cable(s) to battery terminals following the color coordinated terminal ends. 2O If installed, remove fuse from fuseholder. 3O Place the negative (-) wire (BLACK) ring terminal onto the negative (-) terminal of the battery. O Apply grease and thread supplied bolts, washers, and lock washers into battery terminal then torque to 50 in-Ibs. 5O Place the positive (+) wire (RED) ring terminal onto the positive (+) terminal of the battery. CDApply grease and thread supplied bolts, washers, and lock washers into battery terminal then torque to 50 in-Ibs. 7O Install terminal covers. NOTE j In highly corrosive environments, coat all fasteners and ring terminals with generous amounts of dielectric grease. MAIN BATTERY HARNESS (2-BATTERY VERSION SHOWN) FUSEHOLE !GREASE!---V RED !CAUTION! .CAUTION. BLACK RISK OF ELECTRICAL SHOCK IF CONTACTS ARE SHORTED o PROTECTIVE CAP COVERING CONNECTOI FOR SECOND BATTERY 18 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" Installation 1. Attach Lifting Straps O EVERGEN M SERIES USER MANUAL INSTALLATION Install three (3) 4 ft long straps as guided below through each lifting point. O Attach three (3) lifting straps to crane hook and lift product into place, OR lift single solar panel systems by hand in bucket truck and place on pole tenon. FOLLOW ALL SAFETY GUIDELINES WHEN OPERATING A CRANE, INCLUDING BUT NOT LIMITED TO NOT SUSPENDING OBJECTS OVER BYSTANDERS. CAUTION NOTE DO NOT DROP ANYTHING ONTO THE SOLAR PANELS. NOTE Installation kit available for order. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 19 by Sunna Design° sol*'� EVERGEN M SERIES USER MANUAL INSTALLATION 2. Orient and Install System O Once product is placed onto pole, orient solar panel(s) towards the equator (south in Northern Hemisphere). 2O Make sure that the area between the solar panel(s) and direct sunlight is unobstructed. THIS IS CRITICAL TO ENSURE PRODUCT PERFORMANCE AND TO MAINTAIN CAUTION BATTERY WARRANTY. O Tighten two (2) installed 3/8"-16 set screws in tenon adapter to pole tenon and torque to 17 ft-Ibs (201 in-Ibs.). Do not exceed the specified torque to avoid stripping the threads in the tenon adapter. 20 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com )C Sol` EVERGEN M SERIES USER MANUAL INSTALLATION by Sunna Designc" O Drill two (2) 1/4" holes for tenon thru bolt from either side to ensure hole alignment, using the tenon adapter holes as a template. NOTE USE CAUTION TO AVOID DRILLING INTO THE FIXTURE CABLE IF PRESENT. 5O Install supplied 1/4"-20 thru bolt with flat washers and nut then torque to 5 ft-lbs (64 in-lbs). 3. Installing Systems with Integrated Arm (OPTIONAL) Q Once product is placed onto pole, position light fixture as required. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 21 by Sunna Design° sol*'� 0 O O O CD CD EVERGEN M SERIES USER MANUAL INSTALLATION Tighten installed 3/8"-16 set screws on integrated arm and torque to 17 ft-Ibs (201 in-Ibs.). Do not exceed the specified torque to avoid stripping the threads in the tenon adapter. Then orient solar panel(s) towards the equator (south in Northern Hemisphere). Make sure that the area between the solar panel(s) and direct sunlight is unobstructed. THIS IS CRITICAL TO ENSURE PRODUCT PERFORMANCE AND TO MAINTAIN BATTERY WARRANTY. CAUTION Tighten two (2) installed 3/8"-16 set screws in tenon adapter and torque to 17 ft-Ibs (201 in-Ibs.). Do not exceed the specified torque to avoid stripping the threads in the tenon adapter Drill two (2) 1/4" holes for tenon thru bolt from either side to ensure hole alignment, using the integrated arm as a template. ----------------------- NOTE USE CAUTION TO AVOID DRILLING INTO THE FIXTURE CABLE IF PRESENT. Install supplied 1/4"-20 thru bolt with washers and nut then torque to 5 ft-Ibs (64 in-Ibs). 22 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" 4. Install Fixture EVERGEN M SERIES USER MANUAL INSTALLATION NOTE FIXTURE CABLE ROUTING AND MOUNTING INSTRUCTIONS VARY DEPENDING ON SYSTEM CONFIGURATION. O Route the fixture cable through the grommet in the solar panel mount, then into the top of the tenon adapter, through the pole, and out of the fixture arm exit hole in pole. 2O Route the fixture cable through the fixture arm. T Attach the fixture arm to the pole. (�)Mount the fixture on the fixture arm as per the manufacturer's instructions. TRoute the fixture cable into the fixture and mount the fixture on the fixture arm. CDConnect each of the fixture cable wires to the corresponding fixture wires using the supplied wire connectors. FIXTURE CABLE O FIXTURE WIRES g GROUND WIRE WIRE CONNECTOR O 0 0 0 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 23 by Sunna Design° sol*'� 5. Direct Arm Installation EVERGEN M SERIES USER MANUAL INSTALLATION For systems with a Direct Arm fixture mount, refer to the following instructions. O Use the lighting layout to obtain the recommended height (X) above the ground at which the fixture will be mounted. O Once the location, and orientation of the fixture has been established as per the lighting layout, mark the position on the pole. 24 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" O O O ■ EVERGEN M SERIES USER MANUAL INSTALLATION To locate drill holes for mounting the Direct Arm, refer to the diagram below: FIXTURE i n Illl U CABLE HOLEI`�� Dr u fl I9 N I °gall h? OI°IL.."v" No I alimm N1 a 8 n n n n II . --- -- _--- - �..L..IIIf U Drill mounting holes through the pole. Drill the fixture cable hole through the side of the pole that the arm will mount to as shown. Be sure to break all sharp edges that will come into contact with the harness wiring. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 25 by Sunna Design° sol*'� O CD CD Route fixture cable as shown and install Direct Arm accordingly. Torque Direct Arm fasteners to 201 in-lbs. EVERGEN M SERIES USER MANUAL Install and wire fixture as per the related section in this manual. INSTALLATION 26 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" 6. Davit Arm Installation EVERGEN M SERIES USER MANUAL INSTALLATION For systems with a Davit Arm fixture mount, refer to the following instructions. O Use the lighting layout to obtain the recommended height (X) above the ground at which the fixture will be mounted. a)Once the location, and orientation of the fixture has been established as per the lighting layout, mark the position on the pole taking the rise of the Davit Arm into consideration. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 27 sol*'� by Sunna Design° O J EVERGEN M SERIES USER MANUAL INSTALLATION To locate drill holes for mounting the Davit Arm, refer to the diagram below: FIXTURE HEIGHT 17 5rn rn ?hSE OF Wurl x �11.n:°9in "I""II IIR NJ 228 ����.u1nn��nrn°n . 5 ilnun i.0()n II nti1911� /f.} SME FIXTURE Illl69in CABLE HOLE Drill mounting holes through the pole. a THE DAVIT ARM FOR YOUR INSTALLATION MAY HAVE DIFFERENT MOUNTING PATTERNS THAN SHOWN HERE. ALWAYS DOUBLE CHECK BEFORE DRILLING. 28 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" O O O CD EVERGEN M SERIES USER MANUAL Drill the fixture cable hole through the side of the pole that the arm will mount to as shown. Be sure to break all sharp edges that will come into contact with the harness wiring. Route fixture cable as shown and install Davit Arm accordingly. Torque Davit Arm fasteners to manufacturers specifications. Install and wire fixture as per the related section in this manual. INSTALLATION Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 29 by Sunna Design° sol*'� EVERGEN M SERIES USER MANUAL INSTALLATION 7. Battery Installation WARNING DO NOT INSTALL SYSTEM WITH BATTERIES IN BATTERY BOX. OOnce system is installed on pole, place battery(s) into battery box. O For systems with multiple batteries, install the battery with the main battery harness (that has a fuseholder) closest to the EMS. Connect the main battery harness connector to the EMS connector. O For systems with multiple batteries, install the other batteries into the battery box. Remove the protective cap(s) from the main battery harness and make the remaining battery connections. CDReinstall the fuse into the fuseholder on the main battery harness. 8. Final Assembly Q Connect the solar panel connectors to the EMS harness connectors. There will be an audible "click" upon successful connection. 0 Replace battery box door. Reattach 1/4"-20 bolts and tighten to 6 ft-lbs (75 in-Ibs.). 0 Activate the system using the "EverGen Setup App" on a compatible mobile device. 30 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" Commissioning EVERGEN M SERIES USER MANUAL Every EverGen EMS must be commissioned using the EverGen Setup App. The app can be downloaded on most new iPhone and Android devices from the iOS App Store and the Google Play Store. Use the signup tab to create an account. A verification email will be sent to the email address you used to create the account. Open the email and verify your account. Switch from the signup page to the login page and enter your email and password. Once inside the EverGen Setup App workspace, enter your order number (ORDXXXXXX). You will need internet access to download the order information, but afterwards, the app can operate without a connection. Once onsite, follow the steps in the app to connect with each light. Once connected, commission the light by confirming the system information along with the operating profile and power output. The EverGen will then run an internal diagnostics test, then power the light for one minute. Repeat this commission process for each EverGen EMS in the project. INSTALLATION Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 31 by Sunna Design° sol*'� Wiring Diagram One Panel System Two Panel System SOLAR PANEL 12V PARALLEL BATTERY CONFIGURATION SOLAR PANELS 12V PARALLEL BATTERY CONFIGURATION EVERGEN M SERIES USER MANUAL INSTALLATION ZY 32 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" Maintenance & Product Care The EverGen is designed to operate reliably for years with virtually no need for maintenance. Sol recom- mends routine inspections of the solar panels to ensure that they are unobstructed by anything that may prevent effective solar charging, including: • dirt and dust • snow • leaves • debris • bird droppings • shade that may have developed after installation due to adjacent plant growth The frequency of the inspections depends on location and local weather patterns. A yearly visual inspection of the EverGen is typically sufficient. The EverGen is designed to be maintenance free, however maximum system performance will be achieved when the LED fixture lenses and solar panels are clean. In areas with a highly corrosive environment, the application of dielectric grease on all metal electrical conducting components is critical to ensuring system performance. Fuse Replacement A wiring fault during installation, commissioning or maintenance can sometimes cause the battery fuse to blow. Each EverGen is shipped with one extra battery fuse in a small bag tie -wrapped to the battery fuseholder. To replace the fuse: 1. Disconnect the solar panel cables at the EverGen EMS. 2. Make sure you're not wearing any metal jewelry, or holding any tools or other conductive objects. EVERGEN M SERIES USER MANUAL WARRANTY 3. Check all wiring for any faults that may have caused the fuse to blow. 4. Pull the cover off the fuseholder that is located on the main battery harness and check the fuse. 5. Replace the blown fuse with the spare fuse supplied. Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 33 by Sunna Design° sol*'� Troubleshooting EVERGEN M SERIES USER MANUAL WARRANTY The EverGen App is able to perform basic troubleshooting, below are also some guidelines to resolve product performance issues. For more detailed troubleshooting, connect to the EMS using the Evergen Setup app and go to the "Diagnostics" page. This section displays all current faults as well as real time and historical energy data. The Diagnostic feature also allows for a detailed report to be emailed into Customer Service so that Sol can help you resolve any issues. 34 Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com sol*C by Sunna Designc" Warranty This product is covered by the Sol warranty. Visit www.solarlighting.com for additional information or contact the customer service department. Before contacting Sol's customer service department, please have the serial number of your system available, a brief description of the problem, as well as all details of the installation. To contact Sol's customer service department: Mail: Sol by Sunna Design 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA Phone: 1.772.286.9461 1.800.959.1329 (Toll Free in U.S. and Canada) Email: customerservice@solarlighting.com Website: solarlighting.com Document: 81902MANUAL SOL EverGen RevD EVERGEN M SERIES USER MANUAL WARRANTY Sol by Sunna Design 1 990 Biscayne Boulevard, Office 701, Miami, FL 33132, USA 1 1.800.959.1329 1 customerservice@solarlighting.com 35