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Historic Residence guidelines and code provisionsExhibit B to Ordinance 3037 Page 1 of 15 City of Port Townsend Methodology Scoring System Design Guidelines and Departures for Historic Residences ofpoor rokyin u c rF AF Purpose These Design Guidelines for Historic Residences are established for the following purposes To provide reference to the Historic Residential Inventory Methodology and Scoring System used to differentiate between contributing and noncontributing historic residences 2 To provide guidance to historic residential design decisions that will promote development of high environmental and visual quality throughout the City To assist applicants in the preparation of development applications 4 To provide for staff level only administrative review by the Development Services Department DSD for routine permit applications including departure requests that satisfy guidelines adopted by the Historic Preservation Committee HPC and the City Council Introduction The City of Port Townsends National Historic Landmark District NHLD was established in 1976 and includes commercial residential and institutional structures Residential properties within the district totaling approximately 700 stmctures were not previously subject to local historic design review for proposed alternations additions or demolition In response to several partial or complete demolitions of residential properties in the NHLD in the summer of 2008 interim design review regulations were established while permanent controls could be adopted As it was unclear the degree to which historic residential structures had been altered since the 1976 survey a new inventory to distinguish between Contributing and NonContributing historic residences was conducted in the summer of 2009 While the focus of this effort was on residences within the NHLD the Methodology and Scoring System developed for the survey was designed so it can be applied to residential properties both within and outside the NHLD Structures found to be Contributing in the 2009 Inventory were differentiated into three 3 tiers of significance Pivotal Primary and Secondary Definitions for each tier are as follows Pivotal buildings which were the landmarks of the district hallmarks of architectural or historical distinction their own merits these buildings are eligible for National Register listing These buildings strongly define the character of the district through strong examples of architectural styles craftsmanship exterior detailing and have retained their integrity Other qualities such as the designerlbuilding or historical significance because of the association with a prominent person or persons or a historic event may also be considered July 12 2010 Design Guidelinesfor Historic Residences Exhibit 8 to Ordinance 3037 Page 2 of 15 Primary buildings which have strong architectural or historical qualities and which maintain good integrity but which may not be individually eligible for National Register listing Primary buildings have to a lesser extent than pivotal buildings strong character defining features but generally lack the level of architectural detailing style and craftsmanship exhibited in pivotal building Secondary buildings which have moderate historical or architectural qualities and which have maintained good but not perfect integrity Secondary buildings first and foremast contribute the character ofthe district particularly in terms of scale and massing but lack the architectural detailing and styling of pivotal and primary buildings and may have been constructed or altered after the period of significance for the district 18701920 The complete Methodology and Scoring System is attached as Exhibit A to these Historic Residential Design Guidelines It sets forth the details on which elements of a residence were being scored how scoring of these elements was assigned and the number of points needed by a residence to achieve a particular tier The Methodology and Scoring System also resulted in a checklist or scoring sheet that was used to catalog each residence surveyed in the 2009 Historic Residential Inventory The complete collection of these scoring sheets is on file electronically with the Development Services Department and was adopted by reference into municipal code via Ordinance 3037 Review Process A Unless exempted by PTMC 1730026 no development or improvement regulated by PTMC 1730 may be initiated without design review and recommendation by the Historic Preservation Committee HPC and issuance of a certificate of approval by the DSD Director except as provided below minor residential alterations can be administratively reviewed and approved by the DSD Director without HPC review and recommendation 1 Minor Alterations Minor alterations that are administratively approved include a Repairs or restoration of historic features or elements b Changes in roofing material c Replacement in kind or substantially in kind of windows using the same or similar sash and pane configuration including use of compatible substitute materials d New railings e Americans with Disabilities Act ADA accommodations f Fences g Garages and outbuildings h New additions less than 300 square feet in size on nonprimary facades Nothing prevents the DSD Director from obtaining HPC recommendation on a proposed minor alteration andor working with HPC to establish guidelines to implement applications for minor alterations B Review of any alteration proposed to Secondary residential structures with the exception of demolition or partial demolition may be performed administratively by the DSD Director without consultation and recommendation by the HPC July I2 2010 2 Design Guidelinesfor Historic Residences Exhibit B to Ordinance 3037 Page 3 of 15 Design Guidelines In its review ofresidential development designated or eligible to be designated on the Port Townsend list of historic places occurring within the historic overlay district the HPC and the DSD Director shall apply the following design standards in addition to those set forth in PTMC 1730140 The standards shall only apply to the work or alteration for which a permit is sought and shall not be applied to require an owner to change or restore other existing conditions or improvements to meet these standards Sample illustrations of additions to historic residences are contained in Exhibit B to these Guidelines A General Standards 1 Principal facades The principal historic facades of residential development shall be preserved A principal facade shall be defined as a facade that fronts on any adjacent public rightofway not including alleys Minor alterations that do not adversely affect the integrity of the principal facade may be permitted provided that the proponent can demonstrate that the minor alteration is necessary to accommodate the continued viable use of the residence Examples of allowable minor alterations include accommodations to meet lifesafety requirements the use of new materials when historic materials are no longer available are structurally impractical andor are energy inefficient provided that the new materials match the historic use closely Functional adaptation of identified historic principal facades may be permitted provided that the adaptation is the minimum and least obtrusive necessary and still meets the Secretary of the Interiors Standards for the Treatment of Historic Properties with Guidelines for Preserving Rehabilitating Restoring and Reconstructing Historic Buildings 1995 including any amendments to accommodate continued use 2 New Additions a To preserve the character and integrity of principal historic facades any proposed additions to a historic residence shall be located to the reaz or side of the subject property consistent with the following requirements b Proposed side additions shall be setback a minimum of 10 feet from the building line of the principal historic facades c In the case of historic residences that aze located on corner lots that have two principal historic facades additions shall only be permitted on the side containing anon principal historic facades d Additions that expand the residence by increasing the vertical height of the structure shall be setback a minimum of 10 feet from the building line of the principal historic facades e Additions shall be harmonious with the design of the historic residence shall clearly be of their own period and shall not be imitative of the original historic design f Proposed additions shall be secondazy design elements that aze supportive of the integrity of the original historic residence 3 Accessory structures a Accessory structures such as garages ADUs or other similar structures shall be located to the rear or side of the subject property consistent with the following requirements July 12 2010 Design Guidelinesfor Historic Residences Exhibit 8 to Ordinance 3037 Page 4 of 15 b Proposed accessory structures shall be setback a minimum of 10 feet from the building line of the principal historic fagades c In the case of historic residences that are located on comer lots that have two principal historic facades accessory structures shall be permitted on the side containing a principal historic facade provided that their proposed location minimizes view blockage of the historic facade from the adjacent publicrightofway B Specific Standards Pivotal Residences In its review of alterations to residences designated or eligible to be designated as Pivotal the HPC and the DSD Director shall apply the following design standards in addition to those set forth in PTMC 1730140 and PTMC 1730158A Exterior additions or modifications to Pivotal structures shall be designed in a manner that maintains and not destroy the preexisting elements that characterize the buildings historic integrity 2 The new work shall be differentiated from the old and shall be compatible with the massing size scale and architectural features to protect the historic integrity of the property and its environment The present height of the existing structure shall remain intact Any additions or modifications would not exceed the roofline of the original structure 4 Compatible materials that respect the visual appearance of the existing structure shall be used 5 Patterns and orientation of door and window openings represented in the existing structure shall be respected b Additions and new construction shall be located to conceal them to the extent possible from the street level view from the adjacent right of way For corner lots the additions and new construction shall be located to make them as unobtrusive as possible from the view from the adjacent right of way and preserve to the maximum extent possible the principal facade 7 The present roof pitches of the existing structure shall be maintained where such element is visible from the adjacent right ofway 8 New additions exterior alterations or related new construction shall not destroy historic materials that characterize the property The new work shall be differentiated from the old and shall be compatible with the massing size scale and architectural features to protect the historic integrity of the property and its environment 9 New additions and adjacent or related new construction shall be undertaken in such a manner that if removed in the future the essential form and integrity of the historic property and its environment would be unimpaired July 12 2010 Design Guidelinesfor Historic Residences Exhibit 8 to Ordinance 3037 Page 5 of 15 C Specific Standards Primary Residences In its review of alterations to residences designated or eligible to be designated as Primary the HPC and the DSD Director shall apply the following design standards in addition to those set forth in PTMC 1730140 and in PTMC 1730158fA 1 Exterior additions or modifications to Primary structures shall be designed in a manner that maintains the preexisting characteristics that contribute to the buildings historic integrity These characteristic include the massing scale height and architectural features of the structure 2 Exterior additions or modifications may be permitted to the side or rear of the building provided that the scale and architectural details of the principal facades are preserved 3 Additions to Primary structures shall be designed in a manner that is consistent with the Secretary of the Interiors Standards for Rehabilitation and shall be subordinate and supportive elements to the preexisting structure 4 Additions and new construction shall be located to make them as unobtrusive as possible from the view from the adjacent right of way D Specific Standards Secondary Residences In its review of alterations to residences designated or eligible to be designated as Secondary the DSD Director shall apply the following design standards in addition to those set forth in PTMC 1730140 and PTMC 1730158A Restoration activities that remove materials siding roofing etc andor features doors windows etc that are inappropriate to the historic period in which the subject property was built are strongly encouraged Replacement materials andor features shall closely approximate appropriate historic design but are not required to be exact reproductions of those found on the residence at the time of initial construction Departures A historic residential departure is a request by a historic home owner for relief from a particular design guideline or dimensional requirement through an alternative technique or standard not otherwise permitted by code Departures can allow expansionsrenovations of a historic home to better fit into their immediate site or neighborhood context without a significant loss of architectural integrity or neighborhood character A Allowable Departures Through the design review process in PTMC 1730159D departures maybe allowed from the following design guidelines andor bulk and dimensional standards 1 Location of proposed additions 2 Location of proposed accessory structures 3 Building setbacks July 12 2010 4 Modulation requirements Design Guidelinesfor Historic Residences Exhibit 8 to Ordinance 3037 Page 6 of 15 5 Lot coverage requirements and 6 Daylight plane requirements Sample illustrations of the above departures are contained in Exhibit C to these Guidelines B Departure Approval Criteria For a departure to be approved an applicant must demonstrate the proposal is consistent with the following criteria 1 The proposed departure does not significantly detract from the historic chazacter and nature of the historic residential property for which it is proposed 2 The proposed departure is consistent with the existing land use pattern with regard to the standazd being varied 3 The proposed departure does not interfere with or negatively impact existing and permitted uses within the zoning district it occupies 4 The proposed deparurre does not constitute a threat to the public health safety and general welfare within the city and 5 The proposed departure is minor in nature and would not constitute a grant of special privilege inconsistent with the limitation upon uses ofother properties in the vicinity and zoning district in which the subject property is located C Departure Notice Approval and Review Process For all departure requests involving Pivotal or Primary residences review and recommendation by the HPC to the DSD Director shall be obtained consistent with PTMC 17309159E1 For all departure requests involving a Secondary residence the DSD Director shall determine if the approval criteria have been met and issue the certificate of review including any modifications conditions or denial of approval consistent with PTMC 1730159E2 However nothing prevents the DSD Director from requesting HPC recommendation on a Secondary residential departure request The following departure requests aze processed as Type IA actions administrative without notice administrative appeal by applicant only established in Chapter 2001 PTMC a Location of proposed additions b Location of proposed accessory structures c Modulation requirements 2 The following departure requests shall be processed as Type II actions administrative approval with mailed and posted notice appeal by applicant or party of record to the hearing examiner and notice shall conform to the requirements of PTMC 2001150 a Building setbacks b Lot coverage requirements c Daylight plane requirements July 12 2010 Design Guidelinesfor Historic Residences Exhibit 8 to Ordinance 3037 Page 7 of 75 City of Port Townsend Historic Residential Property Inventory Methodology and Scoring System 2010 Inventory Project Purpose and Need The City of Port Townsends National Historic Landmark District NHLD was established in 1976 and includes commercial residential and institutional structures The survey of historic properties completed in 1976 established five tiers of classifications for properties within the district including Pivotal buildings which were the landmarks of the district hallmarks of architectural or historical distinction their own merits these buildings are eligible for National Register listing These buildings strongly define the character of the district through strong examples of architectural styles craftsmanship exterior detailing and have retained their integrity Other qualities such as the designerbuilding or historical significance because of the association with a prominent person or persons or a historic event may also be considered Primary buildings which have strong architectural or historical qualities and which maintain good integrity but which may not be individually eligible for National Register listing Primary buildings have to a lesser extent than pivotal buildings strong chazacter defining features but generally lack the level of architectural detailing style and craftsmanship exhibited in pivotal building Secondary buildings which have moderate historical or azchitectural qualities and which have maintained good but riot perfect integrity Secondary buildings first and foremast contribute the character of the district particularly in terms of scale and massing but lack the architectural detailing and styling of pivotal and primary buildings and may have been constructed or altered after the period of significance for the district 1870920 Altered Historic buildings that are over 50 years old but have been altered to the extent to which they have little historic or aesthetic value and do not have strong character defining features for the district Recent compatible A building less than 50 years old but that was designed and constructed such that the building is compatible with the style scale and massing in the district Intrusion new buildings built within the last 50 years that are not compatible with the style scale and massing within the district and out therefore out of character with the district Residential properties within the district totaling approximately 700 structures have not been subject to local design or historic review for proposed alternations additions or demolition However interim design review regulations were established 18 months ago 1 of 5 Exhibit 8 to Ordinance 3037 Page 8 of 15 for residential properties in the district Therefore it is unclear the degree to which the residential structures have been altered since the 1976 survey and the effect the alterations will effect the property classifications listed above Despite the lack of local regulations for either design review or revision by the Historic Preservation Committee many properties appear to have been accurately restored to reflect the original historic features In other cases structures have had unsympathetic alterations that have degraded the historic building features A new inventory to distinguish between Contributing and NonContributing historic residences is the primary purpose ofthis effort Structures found to be Contributing will be differentiated into three 3 tiers of significance Pivotal Primary and Secondary When completed and adopted the survey would assist the City in drafting new regulations to address proposed alterations and demolitions ofhistoric residential properties Methodology Based on the established purpose and need of the project the methodology used to assess the historic and aesthetic value of residential properties within the district focused on the physical qualities of the buildings and the aesthetic value within the streetscape Other factors such as the building designerPouilder and historic events were deemphasized in order to provide for a timely completion of the project and to emphasize the visual contributions to the character of the neighborhood Project Tasks Reviewed the Jefferson County Historic Societys database of historic properties and the map generated by the 1976 National Park Service effort leading to creation of the Port Townsend NHLD Generated a checklist for use in evaluating and scoring the properties The checklist and scoring system was based on the following criteria o Building Exterior The quality of the form composition detailing and ornament in part on originality artistic merit craftsmanship and sensitivity to surroundings and overall visual quality o Style Significant as an example of a particular architectural style type or convention o Age Ofparticuiar age in relationship of the periods of development of buildings in the area o ContinuityContext Contributes to the visual historic or other environmental continuity or character of the street area 2of5 Exhibit B to Ordinance 3037 Page 9 of 15 o Alterations Degree of alteration done to important exterior materials and design features include the reestablishment of historic features through alteration o Reversibility Extent to which integrity losses can be reversed and ease or difficulty of making such corrections Took photos of each residential property in the district to identify key historic building features with emphasis on views from the street Using the checklist surveyed and scored the physical characteristics of each residential property in the district Produced a GIS Layer identifying the updated residential property classifications Identified alternatives for addressing the preservation of these structures through new local regulations to include designhistoricpyeservation review and potential restrictions on demolition 3 of 5 Exhibit 8 to Ordinance 3037 Page 10 of 15 Survey Checklist Appendix A Methodology I Ranking Definitions The ratings listed below are considered on a relative basis and are not absolute ratings but rather based on a comparison to other buildings within the landmark district a Fzcellent An excellent rating identifies buildings in the district as exhibiting exemplary attributes within the category that are not commonly found on other buildings b Good A rating of good is above average for buildings within the district and the rating signifies the building shows strong attributes relative to the category c Fair A fair rating is average for the district and the building does not distinguish itself from other buildings in the district to any significant degree d Poor A poor rating is below average for the district and is reserved for buildings that are substandard rating relative to the underlying category II Alteration Definitions The rankings that relate to alterations are more absolute than relative as they define the degree to which the alterations have negatively impacted the historic and visual integrity of the buildings and the degree to which they are reversible a Significant Alteration An alteration or alterations have occurred which have significant negative impact on the buildings historic and visual integrity Examples include the removal of significant parts of the original building major additions that significantly detract from original building integrity or unsympathetic siding b Minor Alterations Alterations that have had a minor impact on the historic integrity and visual appeal of the building Examples include unsympathetic windows a minor addition or porch or removal of outbuildings c No Significant Alterations No significant alterations have been done to the structure that affect the historic integrity or visual appeal of the structure IIIReversibility The reversibility criteria like those for alterations are absolute and not based on the relative attributes amongst buildings in the district a Easily reversible Alterations that can be easily reversed in terms of cost and labor Examples include changing windows or siding or removing a minor addition b Reversible Alterations that are physically possible but are more difficult in terms of cost and labor Examples include the removal of significant additions or reconstructing exterior detailing that was previously removed damaged 4of5 EzhaGat B to Ordaance 3037 Page 71 oJS c Not Reversible Alterations that cannot be reversed in teens of cost and labor Examples include the removal of historic sections of the home or the loss of most exterior detailing IV Ranking Point System a Building Features i Excellent 3 Points 2 for Age ii Good 2 Points 1 for Age iii Fair 1 Point iv Poor 0 Points b Alterations i SiguificantAlteration2 Points ii Minor Alteration1 Point iii No Significant Alteration 1 Points c Reversibility i Easily Reversible 2 Points for Significant Alteration1 Point for Minor ii Reversible 1 Point for Significant Alteration0 Points for Minor Aiteratiou iii Not Reversible 0 Points V Property Classifications a Pivotal 1518 Points b Primary 1014 Points c Secondary 59 Points d NonContributing 04 5 of 5 Exhibit B to Ordinance 3037 Page 12 of 75 N N O O v m T n a m N 7 Q Q a 0 o 0 3 m ti ii i i3 i c Mf a i o i m O a i I i r NA v F Q i i i i i rte i i N addition i i i i i i T Street ROW Principal Fagade and Addition viewed from Street ROW Comer Property m x S e N t O N 0 N O n N 7 n m N Exhibit B to Ordinance 3037 Page 13 of 15 Exhibit C Sample Departures for Historic Residences 1 Location of proposed additions I I I I Addition i i I 1 I Ij 1 i i 54tiI4iIi I 1 1I Permitted by Ordinance i E oc I e a I Iinunn PY I I Departure required 2 Location of proposed accessory structures I iI I I I I I Il ii ii33 ilI1isiFF11jFFilll1iI11itIIIill iI i l Permitted by Ordinance i 1 i i I I I p p I it I i EYylriiuii6flIiifii231x if w i G Departure required July 12 2010 Exhibit B to Ordinance 3037 Page 14 of 15 3 Building setbacks i K I i i rl Permitted by Ordinance 4 Modulation requirements 20 Permitted by Ordinance Min 2 Front porch matchingneighborhood development pattern i i q Ld49n Io 1 i a Departure required Departure required July 12 2010 Exhibit B to Ordinance 3037 Page 15 of i5 6 Lot coverage requirements aI i i I i iilss iIailliiii41tli iIilliiiziiji i Max 35to in R i i tlggsv i i i i i i 13i 15SiIYI I IlikxYSiEIIklis Permitted by zoning 7 Daylight plane requirements daylight plane 45 degrees property line 196 5 side yard setback Permitted by Ordinance Departure required daylight plane i t i f II is45degreest II II ieizl I ti30heightIIIIEII I I fifi oosiRIIISyIilt196iIliIiII I I I I iii I I k I i 4v I property line iiltiEiBi rIH4t Il i6 5 side yard setback Departure required July 12 2010