HomeMy WebLinkAboutHPC Parks 1/3/2025 11:49AM City of Meridian FY2025 Budget Amendment Form
Personnel Costs Full Time Equivalent(FTE):
Fund# Dept.# G/L# Proj.# G/L#Description Total E IDIAN�--'
20 1840 41200 1 5045 Wages
20 1840 41206 5045 PT/Seasonal Wages
20 1840 41210 5045 Overtime Please only complete the fields
20 1840 41304 5045 Uniform Allowance highlighted in Orange.
20 1840 42021 5045 FICA $ Amendment Details
20 1 1840 42022 5045 PERSI $ Title: Historic Preservation Plan
20 1840 42023 5045 Worker's Comp $ Department Name: Historic Preservation Commission
20 1 1840 1 42025 5045 1 Employee Insurance $ Presenting Department Name: Parks&Rec
Total Personnel Costs $ Department#: 1840
Operating Expenditures Primary Funding Source: 20
Fund# Dept.# G/L# Proj.# G/L#Description One-Time On-Going Total CIP#:
20 1840 53801 1 5045 Historic Preservation Plan $ 12,000 $ 12,000 Project#: 5045
01 1840 53801 5045 CLG Match $5,500 $ $5,500
01 1840 53801 11159 5 500 $ - 5 500 Is this for an Emergency? ] Yes ] No
20 1840 5045 $ New Level of Service? ] Yes ] No
20 1840 5045 $
20 1840 5045 $ Clerks Office Stamp
20 1840 5045 $
20 1840 5045 $
20 1840 5045 $
20 1840 5045 $
20 1840 5045 $
20 1840 5045 $
20 1840 5045 $ Date of Council Approval 1-21-2025
Total Operating Expenditures $ 12,000 $ $ 12,000
Capital Outlay
Fund# Dept.# G/L# Proj.# G/L#Description Total Acknowledgement Date
20 1840 5045
20 1840 5045 1/3/2025
20 1840 5045 Department Director
20 1840 5045 REVIEWED
20 1840 5045 By Todd Lavoie at 4:52 pm,Jan 06,2025
20 1840 5045 Chief Financial Officer
Total Capital Outlay $ -
Revenue/Donations Approved Luke Cavener via email 1/6/2025
Fund# Dept.# G/L# Proj.# G/L#Description Total Co on /
20 1 1840 33100 5045 1 Historic Preservation Plan $ 12,000 C� 1-7-25
20 1 1840 5045
20 1 1840 5045 1 Mayor
Total Revenue/Donations $ 12,000
Total Amendment Request $ -
City of Meridian FY2025 Budget Amendment Form C:\Users\ssiddoway\AppData\Local\Microsoft\Windows\INetCache\Content.Outlook\PSQES19R\FY2025-budget-amendment-Historic Preservation Plan Grant
1/3/2025 11:49AM City of Meridian FY2025 Budget Amendment Form
Total Amendment Cost-Lifetime
Prior Year(s) Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Department Name: Historic Preservation Commission
Funding 2025 2026 2027 2028 2029 Title: Historic Preservation Plan
Personnel $ - $ $ $ $ Instruction far Submitting Budget Amendments:
Operating $ 12,000 $ $ $ $ > Depa tmert will send Amerdment with Directors signature to Finance(Budget Manager)for review
Capital $ - > Finance:will send Amendment to Courcil Lia son fc-signature
Total $ - $ 12,000 $ $ $ $ D Council Liaison will send signed Amendment to Mayor
Total Estimated Project Cost: $ 12,000 >Mayor will send signed Amendment to Finance(Budget Manager)
Evaluation Questions ➢ Flra nce(Badget Maragsr)Sri 11 send approved copy of Amencment to Department
Please answer all Evaluation Questions using the financial data referenced above. > Departirertv:illodd cc jy ofArr2n:l,»cn.to COL nal rg 1,I—Loc 2 Agerda Manager
1. Describe what is being requested?
This request is for spending authority of the State Historic Preservation Office(SHPO)Certified Local Government(CLG)grant for $12,000 that was awarded to create an updated Historic
Preservation Plan for the City of Meridian.We have an executed agreement for the grant.We will also use$5,500 of the HPC consulting budget 01-1840-53801-11159)for this project,
totaling a$17,500 project.
2. Why was this budget request not submitted during the current fiscal year budget cycle?
The grant was not awarded with an executed contract during the budget cycle.
3. What is the explanation for not submitting this budget request during the next fiscal year budget c cle?
This project must begin work this fiscal year,as per the grant expectations and project timeline.
4.Describe the proposed method of funding? If funding is split between Funds(i.e. General,Enterprise,Grant),please include the percentage split. List the amounts and sources of
anticipated additional revenue that will result from approval of this request.
NET ZERO BUDGET AMENDMENT.This will by funded with$12,000 from the SHPO grant,and with$5,500 of the current HPC consulting budget(01-1840-53801-11159).
5.Does this request align with the Department/City's strategic plan? If not,please explain how this request was not included in the Department/City strategic plan?
Yes.This project is an update to HPC's 2014 plan.SHPO recommends that we create an updated plan every 10 years.
6. Does this request require resources to be provided by other departments? If yes,please describe the necessary resources to be provided by other departments.
Yes.Planning Staff will need to help identify current code,regulations,plans related to historic preservation,and help to create some GIS maps.No more than a 3-5 hours of planning staff
time.
7.Does this Amendment include any needed Equipment or Software that will utilize the Cit 's network? Yes or No �rNo
8.Is the amendment going to result in the disposal of an asset?(Yes or No) L No
9.Anv additional comments?
This is a NET ZERO budget amendment
Total Amendment Request $ 0
Every effort should be made to avoid reopening the budget for an amendment. Departments will need to provide back up and app ear before the City Council to justify budget amendments.
Budget amendments are intended for emergency or mandatory changes to the original balanced budget. Changes to the original balanced budget may cause a funding shortfall.
City of Meridian FY2025 Budget Amendment Form C:\Users\ssiddoway\AppData\Local\Microsoft\Windows\INetCache\Content.Outlook\PSQES19R\FY2025-budget-amendment-Historic Preservation Plan Grant
CLG-2024-06
IDAHO CERTIFIED LOCAL GOVERNMENT GRANT
MEMORANDUM OF AGREEMENT
THIS MEMORANDUM OF AGREEMENT ("Agreement") is entered into by the Idaho State Historic
Preservation Office ("SHPO"), a division of the Idaho State Historical Society, and Meridian (UM
026-451-367 ("Grantee"), effective as of the date of final signature ("Effective Date") and relates to
a project to be undertaken by the Grantee, with financial assistance from a National Park Service
("NPS') matching grant in aid program (Assistance Listing No. 15.904 -- Historic Preservation Fund
Grants-In-Aid; Federal Award Identification Number: loV,^_) supporting the Certified �[J
Local Government ("CLG") and National Register of Historic Places programs in Idaho, administered by
SHPO. The National Register of Historic Places program was established by the National Historic
Preservation Act of 1966, as amended, and is administered by the National Park Service, U.S.
Department of the Interior.
The SHPO and the Grantee agree as follows:
1. Application, Project Description and Budget.
Grantee submitted an Application (Attachment A) for Historic Preservation Plan_("Project")
for FY24. SHPO has reviewed the Application and has determined that SHPO will provide a
matching grant in aid from the National Park Service to assist Grantee with a portion of costs
related to the Project as described in Attachment B ("Project Description"). Grantee hereby
agrees to carry out the Project work as described in Attachment B within the budget set forth
in Attachment C ("Project Budget"). All funds provided by SHPO for this Project srre4.be
federal funds from the National Park Service. No state funds shall be used under this
Agreement.
2. Period of Performance.
The Idaho Certified Local Government Grant program period shall begin 1 October 2023 and
end 30 September 2026. Work under this Project shall commence after the Effective Date and
shall be completed no later than 30 September 2026. Prior to the Certified Local Government
incurring expenses on this Memorandum of Agreement, a fully executed copy of the MOA must
be in place.
3. Allowable Costs.
Allowable Project costs are for items described in Attachment B and are included within the
Project Budget set forth on Attachment C. Allowable Project costs must be documented to the
satisfaction of SHPO and determined by SHPO to:
a. Meet federal requirements as set forth in the Office of Management and Budget Guidance
Property Uniform Administrative Requirements, Cost Principles, and Audit Requirements
for Federal Awards Rules, 2 C.F.R. Part 200, and any amendments thereto;
b. Be allowable under the U.S. Department of the Interior, National Park Service, State,
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CLG-2024-06
Tribal, Local Plans & Grants Division, Historic Preservation Fund Grants Manual (]Line
2007), https;z[www.nps.00y/Oros/1623/hpf-grant-manual..htrn;
c. Be necessary and reasonable for the completion of the Project;
d. Have been incurred for the Project during the Period of Performance as described in
Section 2 of this agreement; and
e. Meet the Project description outlined in Attachment B.
4. Project Payment.
Upon successful completion of the Project as described in Attachment B, Grantee is awarded
12 000 in CLG Grant funds, Grantee agrees to contribute cash or donated services to the
Project in the minimum total of $12,000 or 50% of eligible Project costs, whichever is less.
Upon SHPO's verification of successful completion of the Project by Grantee, Grantee may
submit a request for reimbursement by SHPO. With prior approval from SHPO, Grantee may
request partial reimbursement from SHPO after the completion and acceptance by SHPO of
each completed milestone activity for the Project, as agreed to by SHPO and Grantee. All bills
submitted must include supporting fiscal documentation detailing the federal and non-federal
share of Project costs. Reimbursements will be made by SHPO for expended funds only.
Grantee's final request for reimbursement shall include a comparison of completed activities
and budget to those in the approved Project Budget. Grantee agrees to maintain all financial
and administrative documents and records pertaining to the full Period of Performance of this
grant as described in Section 2 of this agreement for a period of not less than five (S) years
after completion of the Project.
S. Procurement of Personnel and Services.
a. Grantee shall comply with the United States Office of Management and Budget Guidance
Property Standards Rules, 2 C.F.R. §§ 200.310 through 200.327, and any amendments
thereto, for soliciting supplies, equipment and other services. At a minimum, all
procurement transactions, regardless of whether by sealed bids or by negotiation, and
without regard to dollar value, shall be consistent with the requirements of 2 C.F.R. §§
200,310 through 200.327, and any amendments thereto. Procurement procedures shall
not restrict or eliminate competition. Written selection procedures shall include, at a
minimum, the following procedural requirements:
I. Incorporate a clear and accurate description of the technical requirements for the
material, product, or service to be procured. Such description shall not, in
competitive procurements, contain features which unduly restrict competition, The
description may include a statement of the qualitative nature of the material,
product, or service to be procured. When necessary, descriptions shall set forth
those minimum essential characteristics and standards necessary to satisfy its
intended use. Detailed product specifications should be avoided, if possible. When
a clear and accurate description of the technical requirements is impractical or
uneconomical, a"brand name or equal" description may be used as a means to
2
CLG-2024-06
define the performance or other salient requirements of a procurement. The
specific features o` the named brand which must be met shall be clearly stated.
ii. Clearly set forth all requirements which must be fulfilled and all other factors to be
used in evaluating bids or proposals, such as a deadline for completion of the
Project.
iii. Contract awards shall be made only to responsible contractors that possess the
potential ability to perform successfully under the terms and conditions of the
proposed procurement, Consideration shall be given to such matters as contractor
integrity, compliance with public policy, record of past performance, and financial
and technical resources.
iv. Contract awards shall not normally be made to a contractor or professional who
has developed or has drafted bid specifications, requirements, a statement of
work, an invitation for bids, and/or a request for proposals for a particular
procurement. If formal advertising does not result in any acceptable bids, Grantee
or subgrantee may negotiate with any available contractor, Including the
contractor who produced the bid requirements.
b. Procurement shall be made by one of the following methods: (1) small purchase
procedures; (2) competitive sealed bids (formal advertising); (3) competitive negotiation;
or (4) noncompetitive negotiation. Evidence of competitive negotlation for professional
services and/or formal advertising must be forwarded to SHPO to evidence compliance
with federal procurement requirements prior to disbursement of funds;
C. Grantee shall include all of the of the terms and conditions of Attachment D ("Required
Conditions for CLG Subagreements") of this agreement in any and all agreements between
Grantee and any consult or contractor.
6. Project Supervision,
Grantee agrees to ensure that work performed related to the Project conforms to Attachments
B and C, to all appropriate guidance documents from SHPO, and to the Secretary of the
Interior's Standards and Guidelines for Archeology and Historic Preservation, 48 Fed, Reg.
44,716 (Sept. 29, 1983), avai able at
ht ps://www.nps.goy/subiects/historicpreseryation/standards.litrn.
7. Interim Reports and Requests for Reimbursement.
Grantee shall submit to SHPO interim fiscal and programmatic reports in compliance with the
schedule set forth in the SHPO, Idaho State Historical Society, Idaho Certified Local
Government Grant Manual, available at: httr)s://history.idaho.Qov/clg/. Reimbursement
requests can be made for federal funds at the completion of the Project. Within thirty (30)
days after the completion of the Project, 100% of the federal grant award must be requested,
Grantee shall contact SHPO immediately in writing if any situation arises that will affect the
3
CLG-2024-06
timely or successful completion of this Project,
8, Indemnification.
To the extent not prohibited by Idaho law, Grantee shall indemnify, defend, and save harmless
the State of Idaho, SHPO, and the Idaho State Historical Society, its officers, agents, and
employees from and against ail liability, claims, damages, losses, expenses, actions, and suits
whatsoever, including injury or death of others or any employee of the contractor or
subcontractor caused by or arising out of the negligent acts or omissions of Grantee in the
performance, act or omission of any term of this Agreement.
9. Amendment.
This Agreement shall not be amended without the parties' prior written agreement. Any major
alterations, increases, or decreases in the Project or any :hanges to the Project Budget must
be submitted in writing for review and approval to SHPO at least 30 days In advance of the
proposed Project commencement date and in accordance with the requirements detailed in the
SHPO, Idaho State Historical Society, Idaho Certified Local Government Grant Manual,
available at. https://Iiistorv.idaho.gov/cia/. SHPO will endeavor to respond to requests for
review and approval in writing within 15 days of receipt.
10.Attachments.
All attachments referenced herein and attached hereto are incorporated into the terms of this
Agreement.
11.Termination.
This Agreement may be terminated by either party upon fifteen (15) days'prior written notice.
Should this Agreement be terminated by SHPO, except for reasons of non-compliance by
Grantee, SHPO will reimburse Grantee for up to 100% of the eligible costs incurred up to the
termination date. Should this Agreement be terminated by Grantee, SHPO, at its.sole and
absolute discretion, may reimburse Grantee for up to 100% of the eligible costs incurred prior
to the termination date, or may require Grantee to return any or all federal funds transferred
to Grantee prior to the termination date, depending upon the circumstances of the
termination,
12.Special Conditions.
The Idaho State Historical Society reserves the right to include any additional special
conditions on this Agreement as outlined below:
4
CLG-2024-06
a. Meridian shall provide a copy of any Request for Proposal or other solicitation for
consultant services for review and approval by the Idaho State Historic Preservation
Office;
b. Meridian shall provide the Idaho State Historic Preservation Office a copy of an executed
contract with a contractor for completion the Meridian Historic Preservation Plan project
prior to any work being done, said contractor meeting the Secretary of the Interior's
Professional Qualification Standards: Federal Register Vol. 62, No, 119, p. 33719, 1997
(36 CFR part 61) in at least one (1) of the following fields: Architectural History; Historic
Architecture; Historic Preservation; Historic Preservation Planning; or History;
c. All drafts of the HP Plan shall be submitted to SHPO staff in Word format (no PDFs);
d. The Meridian Historic Preservation Plan must include an acknowledgement of the National
Park Service, as outlined in the Idaho Certified Local Government Grant Manual;
e. Meridian shall submit an in-progress draft of the HP Plan to SHPO staff on or before 31
January 2026 for review and comment; and
f. Meridian shall submit a completed draft of the HP Plan to SHPO staff on or before 31 May
2026 for final review and approval.
ID HO STATE H _T RICAL SQdETY:
Janet Ga nore, Executive Director Da
Idaho State Historical Society
Idaho State Historic Preservation Officer
GRANTEE: Cit of Meridian
8-27-2024
Name Date
Robert E. Simison
Print:
Title: Mayor, City of Meridian
Authorized RePresentativ�for grrltee
Attest: f 1 A
C*1_5s ,lohnson, Me' ian Qfty Cleric 8-2 -2024
5
CLG-2024-06
ATTACHMENT A: APPLICATION
';fof_I Idaho State Historic Preservation Office
PRESERVATION
Ur-F'ICF Certified Local Government Subgrant Application
- /M i�nesc.i irocnrr FY2024
Application Coversheet
Applicant/Local Government
Name: Meridian Historic Preservation Commission (MHPQ
Address: 33 East Broadway Ave.
Address; Meridian, Idaho 83642
Telephone;
UEI No.: 028-451-367
City/County Staff Contact
Name: Cassandra Schiffler, Meridian Arts and Culture Coordinator
Address: 33 E Broadway Ave, Ste, 206
Address: Meridian, Idaho 83642
Telephone:
E-mail:
Grant Coordinator (if different from City/County Staff Contact)
Name;
Address:
Address:
Telephone;
E-mail:
Budget Summary
Total CLG Grant request: $15,000 _
Total Matching share: $12,500
Total cost of all project(s): $27,500
Sources) of match: _$2,500 MHPC cash; $10,000 In kind staff/volunteer hours
Please provide a more detailed budget breakdown on the attached budget form.
Authorization
The undersigned certifies that he/she is authorized to apply for this subgrant on behalf
of the local government, to commit local matching funds to the project, and to enter into
a contract If the subgrant is awarded.
(/;'
Signature: Date:
Ai y -ounty Chief lent official's signature
Print: Robert Simison
Title: City of Meridian, Mayor
FY2024 CLG Subgrant Application: Cover Sheet
Projects Historic Preservation Plan for the City of Meridian Applicant: Meridian HPC
Part A: Proposed Project
Project Description
Complete a separate Part A: Project Description for proposed project. Please state the objectives, the work to be performed,
how the project relates to the goals set forth in the Idaho State Historic Preservation Plan, how the project relates to any local goals
or objectives,and how the project will meet the Secretary of the Interior's Standares.
The Meridian Historic Preservation Commission(MHPC)wishes to create an updated Historic Preservation Plan for the City of
Meridian,
The City of Meridian has experienced tremendous growth and is now the second largest city in Idaho.In times of rapid growth,
historic sites and buildings can often be neglected or demolished.It is important that the history of Meridian continues to be
responsibility preserved and protected.The City of Meridian's Comprehensive Plan supports creative opportunities which allow
historic resources to remain in active and productive use while maintaining their historic character.Towards that goal,the city has a
Historic Preservation Plan.The current Plan was crafted in 2014.As it is coming up on the ten-year-old mark,and as
recommended by SHPO,it is now an advantageous time to update the plan and make it more robust.
To accomplish this goal,the MHPC plans to contract with a professional historic research consultant who is trained and
experienced in this area. The consultant will work with the City and the Historic Preservation Commission to deliver a complete
Historic Preservation Plan that meets all requirements,is within the budget,and is delivered in the agreed to time period.Once
those goals are accomplished,the project will be complete.
This project is in direct alignment with the Idaho Stale Historic Preservation Plan's stated goals.The Plan will create a local
preservation plan to help ensure that Meridian decision makers and the general public are informed and knowledgeable about
historic preservation issues,practices,and opportunities;it will create an opportunity for people to take an active role in historic
preservation efforts;it will help efforts to transition into the 21st century through current best practices and technologies, and it will
provide the financial support to ensure historic preservation efforts locally.This plan will follow the Secretary of the Interior's
Standards and Guidelines for historic preservation,and will fulfill the MHPC's mission to to preserve the character and fahric of
historically-significant areas and structures within the City of Meridian to honor and preserve its rich heritage for future generations.
Final Products
CLG grant projects should result in a tangible product. Provide a detailed and specific list of the expected final products. Typical
products include but are not limited to survey reports and forms; published document(e.g. walking tour guide); a National Register
nomination; or similar. In some cases, the product may be an activity like a lecture or workshop. A short narrative describing the
event must be submitted to the SHPO at the completion of the project. The narrative will describe the number of people attending,
who composed the audience, and whether the project was carried out according to the proposal.
The final product of this project is an updated Historic Preservation Plan for the City of Meridian,The final plan will include,at a
minimum:an introduction: a history of Meridian;an overview of relevant regulations,codes,laws;an overview of the National
Register of Historic Places and a list of locally recognized sites;an overview of the CLG program;a SWOT analysis;a
recommendation for Vision, Goals,Objectives,and Strategies for future preservation efforts; an implementation plan:and a
community input survey.The plan would be presented and recommended to City Council to approve and adopt.
The MHPC is currently working on an RFP for the plan,and a current version of the draft RFP is attached to this grant.
FY2024 CLG Subgrant Application: Part A
Project: Historic Preservation Plan for the City of Meridian Applicant: Meridian HPC
_
Timetable
Provide an anticipated timetable for carrying out the proposed project. Include significant milestones such as project
commencement, issuing of Rl public engagerrent events,any necessary approvals, and projected completion.
March 2024-SHPO notifies applicants of grants awarded or not awarded
April 2024 -RFP for Historic Research Consultarl to complete a Meridian Historic Preservation Plan issued
May 2024-HPC reviews RFP applications,selects historic research consultant
June 2024 contract negotiated with consultant
September 1,2024 Project Start dale,dependert on SHPO receiving its notice of funding from the
National Park Service
September 2024•July 2025:consultant to create updated Meridian Historic Preservation Plan,monthly in-progress reports will be
sent to MHPC.Completed first draft due by July 1,2025
August 2025:-i PC review of draft
September 2025:HPC shall submit a final copy of the Historic Preservation Plan to SHPO
('September 1,2026 Final projects and reimbursement request due,as per SHPO guidelines)
Key Staff/Personnel
Provide a list of the key staff or pursonnel who will be Involved in the proposed project, including a brief description of the roles and
responsibilities for each member. Any anticipatec subcontractors to be hired can simply be Identified as such (e.g. -"consultant,"
"architect,""bjilding contractor,"et cetera).
Cassandra Schiffler,Meridian Arts and Culture Coordinator:City Staff-coordinate and manage contracting,marketing logistics,
documentation,ensure all deliverables are met
Meridian Histcric Preservation Commission.review and approve work completed by consultant,assist consultant with any volunteer
tasks as needed for plan
Patrick Gittings,Meridian Historic Preservation Commissioner:Lead Project Manager for HPC
Historic Research Consultant:research.write,and complete the Historic Preservation Plan
Brian McClure,City of Meridian Long Range Planner:Review plan and answer any questions from the Historic Research Consultant
Attachments (Surveys, A&D, reprinting)
Attach any additional documents in support of th s project application. Note: some project types have required attachments;
please refer to Chapter vll of the Idaho CLG Grants Manual for details on these requirements.
Have you included any/all attachments for the project? Yes IfNo
FY2024 CLG Subgrant Application: Part A
Project: Historic Preservation Plan for the City of Meridian Applicant: Meridian HPC
�
Part B: Project Budget
Applicant: Meridian HPC
Project: Historic Preservation Plan for the City of Meridian
Provide a breakdown of the budget items for this specific project. Include hourly or daily rates for professional fees, costs for
specific project items, and any associated travel costs. For any cash matches from the Applicant, please include the source of the
matching money(e.g.-CDBG,Idaho Heritage Trust,private donation,et cetera).
Item Federal Local Match Total
Share Cash In-Kind
(Cash match from Meridian HPC budget 2500 2500
(Estimated volunteer time from HPC commissioners 3000 3000
Estimated City Staff administrative support time Ili 7000 7000
0
I 0
0
0
I I 01
0
0
0
0
0
0
0
I
0
Subtotals 2500 10000
Totals 0 12500 12500
FY2024 CLG Subgrant Application: Part B
Meridian Historic Preservation Plan RFP
Draft
1. Introduction
The City of Meridian has experienced tremendous growth and is now the second largest city in
Idaho. In times of rapid growth historic sites and buildings can often be neglected or demolished. It
is paramount that the history of Meridian continues to be responsibly preserved, protected, and
experienced, not just remembered. The City of Meridian's Comprehensive Plan supports creative
opportunities which allow historic resources to remain in active and productive use while
maintaining their historic character. Towards that goal, the city has a Historic Preservation Plan. The
current Plan was crafted in 2014. As it is coming up on the ten-year-old mark it is advantageous to
update the plan and make it more robust.
2. Project Description
The city wishes to update the existing Meridian Historic Preservation Plan 2014.The new plan will
be effective for 10 years and meet the requirements of the Certified Local Government Program
(CLG) as well as other requirements.To accomplish this goal,the city plans to contract with a
professional consultant who is trained and experienced in this area.
The consultant will work with the city and the Historic Preservation Commission to deliver a
complete Historic Preservation Plan that meets all requirements, is within the budget, and is
delivered in the agreed to time period. Once those goals are accomplished, the project will be
complete.
3. Project Schedule and Deliverables
The project schedule and deliverables are established by the CLG Grant Program agreement
between the City and SHPO. This agreement requires;
rDeliverable Description/Comment
Historic Preservation Plan The consultant will work with the city and the HPC to deliver a complete Historic
Preservation Plan per requirements,
Monthly progress reports The consultant will provide HPC with monthly updates including progress against
requirements.
Schedule I • The Consultant will begin work on or before September 1,2024,
• The Consultant shall submit a droft of the [Historic Preservation
Plan]to HPC on or before July 1,2025,for review and comment,
• The City of Meridian shall submit a final copy of the [Historic
Preservation Plan) to SHPO staff on or before September 30,
2025.
All related project The consultant may produce documents or data related to this project which shall
artifacts become the property of the city.
fSummary of all project At the end of the project,the consultant will present a summary report of all work
work products completed to the Historic Preservation Commission.
Page 1 of 8
Meridian Historic Preservation Plan RFP
Draft
a. Project Area
The project area for the project shall include the City of Meridian,and its area of impact.An
area of interest shall also include the Old Town district of the city.
s. Staffing and Budget
The city anticipates an approximately 12-month timeline and a consultant project budget of
$17,500, not including printing cost or in-kind volunteer and staff hours. Per the agreement
between the City and SHPO,the financial breakdown of the consultant budget is as follows:
CLG grant: $15,000
Local cash match: $ 2,500
Consultant Budget: $17,500
The consultant budget includes all tasks in the scope of work,deliverables, and consultant travel.
The selected consultant will conduct activities identified under the tasks listed below and
ultimately produce the preservation plan.
The City is the ultimate client of the consultant.The funding is provided by SHPO's CLG Grant
Program, and primary oversight will be provided by the Historic Preservation Commission and
City Staff.
Key staff and personnel in this project include:
Meridian Arts and Culture Coordinator: coordinate and manage contracting,marketing, logistics,
documentation, ensure all deliverables are met
Meridian Historic Preservation Commission: review and approve work completed by consultant,
assist consultant with any volunteer tasks as needed for plan
City of Meridian Long-range Planning: Review plan and answer any questions from the Historic
Research Consultant
Historic Research Consultant: research, write, and complete the Historic Preservation Plan
6. Scope of Services
The Historic Preservation Plan shall include:
I. Introduction —The Purpose of the Preservation Plan
a. Meridian's rich history and its contribution to the community
b. The importance of historic preservation in maintaining Meridian's character
c. The need for an historic preservation plan
II. Regulations, Programs&Management
a. The National Historic Preservation Act of 1966
b. Federal government's responsibility to protect historic resources
c. Partnership with states,tribes, and local governments
Page 2 of 8
Meridian Historic Preservation Plan RFP
Draft
III. National Register of Historic Places
a. Recognition of historic properties
b. Listing on the National Register
IV. Certified Local Government Program
a. Partnership between local,state,and national governments
b. Assistance for local historic preservation efforts
V. History of Meridian
a. Settlement and development linked to irrigation
b. Establishment of canals and irrigation districts
c. Growth of agriculture, fruit orchards, and dairy industry
d. Meridians history with minority groups such as Chinese, Hispanic, and
Indigenous populations.
e. Transition from rural center to urban community
VI. Historic Preservation Accomplishments
a. Establishment of the Historic Preservation Commission
b. Meridian's designation as an Idaho Heritage City
c. Certified Local Government status
d. Historic resources surveys and documentation
e. Use of maps, charts,tables, photographs, and illustrations
VII. Public Survey and Community Outreach
a. Summary of issues and concerns from the public, qualified experts, the HPC,
County and City government boards,and Idaho SHPO.
VIII.Current Historic Preservation Tools and Conditions; SWOT analysis
IX. Vision, Goals, Objective, and Strategies for future preservation efforts
a. Investigate current incentive programs in the City of Meridian and other
cities.
b. Recommendations for Historic Preservation Districts in Meridian
c. Recommendations for educational programs to expand the public's
awareness of historic preservation.
X. Implementation Plan with priorities and resources
XI. Reference information
XII. Maps and surveys
XIII.Survey of National Register of Historic Places Nomination Forms
XIV.Historic Sites Inventory
7. Required Activities
Research the City of Meridian's current municipal code, zoning regulations, building code,ordinances,
design review guidelines and standards, policies, and programs regarding historic preservation. Make
recommendations for additions and improvements. Perform a thorough SWOT analysis.
Explore new policies and regulations that will maintain historic neighborhoods as livable, affordable
communities.
Research the step-by-step process for restoring a historic building in Meridian.
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Meridian Historic Preservation Plan RFP
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Develop recommendations so that the City of Meridian is helping, not hindering the process of
preservation and restoration of buildings and sites.
Investigate current incentive programs in the City of Meridian and other cities. Make recommendations
about tax incentives,grant programs,and other financial incentives available to maintain and
rehabilitate historic structures
Research the process that building owners must go through to restore a historic building.Talk to
ovrners of historic properties to ensure the process is working.
TAG has identified two areas that are potentially eligible for the national historic register.The report
should be documented,with recommendations on next steps.
Survey community and other interested stakeholders to ascertain interest in historic preservation
Develop a step-by-step process for owners of historic buildings.Create an awareness program.
Make recommendations for incentivizing preservation instead of demolition,and develop a realistic,
integrated workflow to implement within or modifying the existing development review process.
Interview building owners who preserved or restored a building in the city of Meridian and make
recommendations.
s. Contract Type
The selected proposer(s) will be required to execute a professional services agreement with the
City of Meridian that includes a not-to-exceed cost.Terms will be negotiated with the successful
consultant.The contract period for the services contemplated by this RFP is expected to be
through September 30, 2025.The terms of the contract shall commence upon the awarding of
the contract.The successful consultant will be required to provide general liability insurance.
9. Qualifications and Evaluation
The selected consultant must meet the minimum qualifications in at least one of the following
fields as outlined in the draft revisions to the Secretary of the Interior's Historic Preservation
Professional Qualification Standards that were published in 1997(also referred to as Notice 1997).
Additionally, the grant agreement between the City of Meridian and SHPO specifies that a
professional in one of the following professions must be selected to prepare the Historic
Preservation Plan for Meridian. Special preference will be given to Historic Preservation Planners.
• Architectural History
• Historic Architecture
• Historic Preservation Planning
• Historic Preservation
• History
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Meridian Historic Preservation Plan RFP
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Standard for Architectural Historian
(a) The applicant, an employee, consultant, or advisor will have a graduate degree in
Architectural History or a closely related field of study(see Academic Background for Architectural
History), plus a minimum of two (2) years of full-time professional experience applying the
theories, methods, and practices of Architectural History that enables professional judgments to
be made about the identification, evaluation, documentation, registration, or treatment of
historic properties in the United States and its Territories; and products and activities that
demonstrate the successful application of acquired proficiencies in the discipline to the practice
of historic preservation (see Documenting Professional Experience for Architectural Historians);
or
(b) An undergraduate degree in Architectural History or a closely related field of study (see
Academic Background for Architectural History), plus a minimum of four (4) years of full-time
professional experience applying the theories, methods, and practices of Architectural History
that enables professional judgments to be made about the identification, evaluation,
documentation, registration, or treatment of historic properties in the United States and its
Territories; and products and activities that demonstrate the successful application of acquired
proficiencies in the discipline to the practice of historic preservation (see Documenting
Professional Experience for Historians).
Standard for Historical Architect
(a) The applicant, employee, consultant, or advisor will have a State Government-recognized
license to practice Architecture, plus, a minimum of two (2) years of full-time professional
experience applying the theories, methods, and practices of Architecture that enables
professional judgments to be made about the evaluation, documentation, or treatment of historic
structures in the United States and its Territories; and products and activities that demonstrate
the successful application of acquired proficiencies in the discipline to the practice of historic
preservation (see Documenting Professional Experience for Historical Architects); or
(b) A Masters of Architecture degree with demonstrable course work in Architectural
Preservation, Architectural History, Historic Preservation, Historic Preservation Planning, or a
closely related field (see Academic Background for Historic Architecture), plus a minimum of two
(2) years of full-time professional experience applying the theories, methods, and practices of
Historic Architecture that enables professional judgments to be made about the evaluation,
documentation, or treatment of historic structures in the United States and its Territories; and
products and activities that demonstrate the successful application of acquired proficiencies in
the discipline to the practice of historic preservation (see Documenting Professional Experience
for Historical Architects); or
(c)A Bachelors of Architecture degree with at least one year of graduate study in Architectural
Preservation, Architectural History, Historic Preservation, Historic Preservation Planning, or a
closely related field (see Academic Experience for Historic Architecture), plus a minimum of two
(2) years of full-time professional experience applying the theories, methods and practices of
Historic Architecture that enables professional judgments to be made about the evaluation,
documentation, or treatment of historic structures in the United States and its Territories; and
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Meridian Historic Preservation Plan RFP
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products and activities that demonstrate the successful application of acquired proficiencies in
the discipline to the practice of historic preservation (see Documenting Professional Experience
for Historical Architects).
Standard for Historic Preservation Planner
(a) The applicant, employee, consultant, or advisor will have a State Government-recognized
certification or license in Land-use Planning, plus, minimum of two (2) years of full-time
professional experience applying the theories, methods, and practices of Historic Preservation
Planning that enables professional judgments to be made about the identification, evaluation,
documentation, registration, protection, or treatment of historic and archeological properties in
the United States and its Territories; and products and activities that demonstrate the successful
application of acquired proficiencies in the discipline to the practice of historic preservation (see
Documenting Professional Experience for Historic Preservation Planner); or* * *.
(b) A graduate degree in Planning with demonstrable course work in Historic Preservation, or a
graduate degree in a closely related field of study with demonstrable course work in Historic
Preservation (see Academic Background for Historic Preservation Planning), plus a minimum
of two (2)years of full-time professional experience applying the theories,methods,and practices
of Historic Preservation Planning that enables professional judgments to be made about the
identification, evaluation, documentation, registration, protection, or treatment of historic and
archeological properties in the United States and its Territories; and products and activities that
demonstrate the successful application of acquired proficiencies in the discipline to the practice
of historic preservation (see Documenting Professional Experience for Historic Preservation
Planner); or* * *.
(c) An undergraduate degree in Planning with demonstrable course work in Historic
Preservation or an undergraduate degree in a closely related field of study with demonstrable
course work in Historic Preservation (see Academic Background for Historic Preservation
Planning), plus a minimum of four (4) years of full-time professional experience applying the
theories, methods, and practices of Historic Preservation Planning that enables professional
judgments to be made about the identification, evaluation, documentation, registration,
protection, or treatment of historic and archeological properties in the United States and its
Territories; and products and activities that demonstrate the successful application of acquired
proficiencies in the discipline to the practice of historic preservation (see Documenting
Professional Experience for Historic Preservation Planner).
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Meridian Historic Preservation Plan RFP
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Standard for Historic Preservationist
(3) The applicant, employee, consultant, or advisor will have a graduate degree in Historic
Preservation or a closely related field of study (see Academic Background for the Historic
Preservation discipline), plus a minimum of two (2) years of full-time professional experience
applying the theories, methods, and practices of Historic Preservation that enables professional
judgments to be made about the identification, evaluation, documentation, registration, or
treatment of historic and prehistoric properties in the United States and its Territories; and
products and activities that demonstrate the successful application of acquired proficiencies in
the discipline to the practice of historic preservation (see Documenting Professional Experience
for Historic Preservationists); or * * *,
(b) An undergraduate degree in Historic Preservation or a closely related field of study (see
Academic Background for the Historic Preservation discipline), plus a minimum of four (4) years
of full-time professional experience applying the theories, methods, and practices of Historic
Preservation that enables professional judgments to be made about the identification,evaluation,
documentation, registration, or treatment of historic and prehistoric properties in the United
States
and its Territories; and products and activities that demonstrate the successful application of
acquired proficiencies in the discipline to the practice of historic preservation (see Documenting
Professional Experience for Historic Preservationists).
Standard for Historian
(a)The applicant, employee, consultant, or advisor will have a graduate degree in History or a
closely related field of study (see Academic Background for History), plus a minimum of two (2)
years of full-time professional experience applying the theories,methods,and practices of History
that enables professional judgments to be made about the identification, evaluation,
documentation, registration, or treatment of historic properties in the United States and its
Territories; and products and activities that demonstrate the successful application of acquired
proficiencies in the discipline to the practice of historic preservation (see Documenting
Professional Experience for Historians); or* * *
(b) An undergraduate degree in History or a closely related field of study (see Academic
Background for History), plus a minimum of four (4) years of full-time professional experience
applying the theories, methods, and practices of History that enables professional judgments
to be made about the identification, evaluation, documentation, registration, or treatment of
historic properties in the United States and its Territories; and products and activities that
demonstrate the successful application of acquired proficiencies in the discipline to the practice
of historic preservation (see Documenting Professional Experience for Historians).
See full details in the proposed Professional Qualification Standards document(Notice 1997),
which is available online at: l ttp°;:[/www ncptt nps. ov/arkicles/r:?a/sai «rofFssional
qu]Irflcotion-standards[
It is important to note that,as per the definitions,a year of full-time professional experience need
not consist of a continuous year of full-time work but may be made up of discontinuous periods
of full-time or part-time work adding up to the equivalent of a year of full-time experience.
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Meridian Historic Preservation Plan RFP
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10. Evaluation and Selection
Proposals should demonstrate a clear understanding of the project and provide a summary of the
team's qualifications, examples of successful projects, and proposed deliverables. Proposals
should not exceed 20 pages and must include the following items:
1. Provide a cover letter, including a brief history of your firm, key personnel, and
background experience, as well as a narrative addressing your interest in the project and
your understanding of the anticipated work identified in this proposal. (20 points)
2. Please provide a detailed scope of work incorporating the tasks identified in the RFP, as
well as a timeline for deliverables. (20 points)
3. Provide a detailed resume for all individual professionals you will have available for this
project, if selected - including education, expertise, and experience. Please identify any
partners, consultants or sub-contractors.(20 points)
4. Please list relevant and similar studies you have completed. Include the following:
. Project description
a. Conclusions and recommendations
b. Start and completion dates
c. Names of project personnel involved
d. Project owner contacts— name, title and current phone numbers (20 points)
5. Please provide three (3) references from recent historic preservation planning
engagements of similar size and scope, with name, title and current contact
information.(10 points)
6. Please provide an itemized budget not to exceed $17,500. (10 points)
The Historic Preservation Plan Subcommittee of the HPC and City Staff will perform the RFP
evaluation.
11. Directions for Submission
To be completed by Purchasing. Applicants will submit via BONFIRE application.
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ATTACHMENT B: PROJECT DESCRIPTION
CLG-2024-06
ATTACHMENT C:
PROJECT BUDGET(S)
Project *1: Historic Preservation Plan
ITEM_ FEDERAL$ LOCAL$ TOTAL $
12,000 2500 14,500
10,000 10,000
TOTAL $12,000 $12,501 $24,500
CLG-2024-06
ATTACHMENT D:
REQUIRED CONDITIONS FOR CLG SUBAGREEMENTS
The following conditions must be included in any subagreement between the Certified Local
Government and any consultant or contractor:
1. Consultant shall complete all work related to this project in accordance with the most recent
version(s) of all applicable United States Secretary of the Interior's Standards and Guidelines
for Archaeology and Historic Preservation;
2. All billable costs from the Consultant for reimbursement to the Certified Local Government
shall be allowable under the most recent version of the United States National Park Service
Historic Preservation Grants Manual;
3. Consultant shall complete all work related to this project in accordance with the most recent
version(s) of all applicable guidance documents from the Idaho State Historic Preservation
Office, including, but not limited to: Consulting with the Idaho SHPO; IHSI Manual of
Instruction for Data Entry; ASI Manual of Instruction for Data Entry; the Idaho Certified Local
Government Grants Manual; and any other appropriate guidance documents as identified by
the Idaho State Historic Preservation Office;
4. Consultant shall complete all work related to the project in accordance with the Grant
Agreement between the Certified Local Government and the Idaho State Historic Preservation
Office;
5. Consultant shall make all revisions or modifications to submitted project materials as required
by the Idaho State Historic Preservation Office.