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5.1. HRSR 12-03-2001 Item 5.1. City of Elk -�-� River MEMORANDUM TO: Housing and Redevelopment Authority FROM: Stephen Rohlf, Building and Zoning Administrator DATE: November 26, 2001 SUBJECT: Request for Proposal (RFP) for Historic Study of Downtown Area The City of Elk River received three proposals to conduct a historic context study of Elk River (citywide) and a Phase 1 survey in the Downtown Redevelopment Study Area. The context study will identify the historical themes significant to the heritage and development of Elk River. The Phase 1 survey will be used to determine which buildings in the 111 Downtown Redevelopment Study Area are potentially historically significant. The three proposals to conduct this work are attached to this memo. The Heritage Preservation Commission (HPC) reviewed the proposals at their meeting on November 15. Their analysis is as follows: ➢ Pat Nunnally—Mr. Nunnally bid $7,500 to do just the context study of Elk River. Mr. Nunnally specializes in context studies of river towns. Staff believes that he would do a great job on the context study, but he is not qualified to do the Phase 1 survey and is not proposing to do that portion of our request. If the city were to accept Mr. Nunnally's proposal, either a separate consultant would have to be retained to do the Phase 1 survey work or the product would be incomplete for the purposes of the Downtown Redevelopment Plan. The HPC is recommending against accepting Mr. Nunnally's proposal. ➢ 106 Group—In the past, the city retained the 106 Group to do a Phase 2 survey at Orono Cemetery when lake sediment was placed on that site. The city was pleased with the service provided. The 106 Group indicates in their proposal that they will do the context study, but they can't provide the Phase 1 survey for the budgeted amount. They would, however, provide an overview assessment of the buildings in the study area that are • older than 50 years old,which can be used as the basis for a future Phase 1 survey. • Staff followed up the mailing of the RFPs with phone calls to the various companies queried. A common theme with the larger firms, such as the 106 Group, appears to be staying within our proposed budget because of their overhead. Again,without the Phase 1 survey the city will not be getting the total product they require for the Downtown Redevelopment Plan. The HPC recommended against hiring the 106 Group. ➢ Carole Zellie—Ms. Zellie is proposing to do the context study and, to stay within the $12,000 budget, she would conduct a limited Phase 1 survey in the Downtown Redevelopment Study Area. By a limited Phase 1 survey,Ms. Zellie does not mean that it will provide limited information on a building. The Phase 1 survey proposed by Ms. Zellie will provide all the information that is required by the State Historic Preservation Office (SHPO). Rather, the number of buildings surveyed would have to be limited. The Downtown Study Area includes approximately 210 properties. The majority of the buildings in the study area do not need to be surveyed because they are not over 50 years old. The area where the Phase 1 survey is conducted can be further narrowed down,if necessary to stay within the budget, to just the most pressing locations (the Jackson Avenue/Main Street area and the area just north of the railroad tracks). Ms. Zellie specializes in the kind of work identified in the city's request-for- proposal. Staff checked her references and she comes highly recommended. In addition,Ms. Zellie's qualifications lend themselves to possibly aiding the city in the future on other related tasks, such as developing guidelines for new design and rehabilitation and identification of what role historic resources should play in developing land use plans. Staff is meeting with Ms. Zellie,prior to the HRA meeting on November 26, to review the city's needs and how she may be able to fulfill them within our budget. At the HRA meeting Staff will provide a clear picture of what the HRA can expect for their money. The HPC is recommending that the city hire Carole Zellie to do the historic context study of the city and a Phase 1 survey in the Downtown Redevelopment Study Area. Phase 2 Evaluation—SHPO will require a more in-depth Phase 2 evaluation of the buildings identified as potentially significant during Phase 1 before they can be razed. The RFP requested a budget and scope of work to conduct a Phase 2 evaluation on the buildings identified during the Phase 1 survey. None of the proposals received came back with this information. Staff will try to get a bid for this work from Ms. Zellie prior to the HRA's November 26 meeting, but it is likely that this work will be too expensive to do at this time and stay within the budget. For planning purposes, the Phase 1 survey will let the HRA know which buildings they don't have to worry about historically and the Phase 2 evaluation could be put off to a later date, prior to a redevelopment proposal being accepted. Staff's phone calls prompted two more parties interested in submitting proposals. They are • Robert C.Vogel&Associates and Scott McGinnis. We may receive proposals from these two consultants. However, the deadline to submit a proposal was November 15, 2001. ■ me :Pat Nunnally FAX NO. :651-698-4568 Nov. 15 2001 07:14AM P1 • ■ • ■ ■ ■ ■ ■ FAX COVER MEMO To: Stephen Rohlf, City of Elk River, fax 763-441-7425 From: Pat Nunnally Date: November 15, 2001 RE: proposal for professional services, historical consulting PAGES INCLUDING COVER: 6 Please find attached a proposal in reference to our conversation yesterday. I look forward to hearing from you at your convenience. Thanks very much for the opportunity to make this proposal. • FROM :Pat Nunnally FAX NO. :651-698-4568 Nov. 15 2001 07:14AM P2 • MEMO To: Stephen Rohlf, City of Elk River From: Pat Nunnally Date: November 15, 2001 RE: proposal for professional services, historical consulting This memo serves as a proposal for professional services to conduct historical research and planning for the City of Elk River. It is prepared in response to a recent RFP issued by the City. This proposal is for the historic context development work only and does not include field survey and assessment ofany specific properties, A. Resume of key personnel (see Attachment A) B. Key personnel's familiarity with Secretary of the Interior's Standards for Planning Patrick Nunnally has worked for over a decade in historic preservation and planning;his work in this field consistently meets the Secretary's Standards for Planning. • C. Outline for proposed process (see Attachment B) D. Hourly rate structure and scope of services The historic context development work is proposed to be conducted for a sum not to exceed $7,500. This figure includes an hourly rate of$50/hour;all expenses are included in the hourly rate. E. References Carol Zoff Pelton Office of Environmental Services MN Department of Transportation MS 620 395 John Ireland Boulevard St. Paul,MN 55155 (651)284-3795 Steve Durrant URS/BRW 700 Third Street So. Minneapolis, MN 55415 612-373-6804 • FROM :Pat Nunnally FAX NO. :651-698-4568 Nov. 15 2001 07:15AM P3 • Attachment A—Patrick Nunnally resume PATRICK D.NUNNAI...i,Y,PhD. 2001 Sargent Avenue St.Paul,MN 55105 612-698-2727 612-698-4568(fax) pdn®umn.e4u Over the course of his career, Patrick Nunnally has specialized in landscape resource protection, education and planning. He has worked to integrate the protection of cultural and natural resources, providing service to state, federal, and local government agencies as well as private sector clients. He has developed interpretive and education programs that disseminate important information to diverse public audiences. He is a strong communicator with diverse groups, and has participated in multiple, long-term projects that integrate resource protection into ongoing local and regional planning frameworks. His current work focuses on the Mississippi River and the development of regional programs that bring together diverse constituencies into cooperative relationships across the river region. • EDUCATION University of Minnesota graduate course work in landscape architecture, urban and regional planning University of Iowa Ph.D. American Studies 1989 University of Iowa M.A. American Studies 1987 Vanderbilt University M.A. English 1981 Vanderbilt University B.A. English 1979 Ph.D. Dissertation (American Studies): Visions of Sustainable Place: Preserving_a Sense of Place in Rural America. PROFESSIONAL EXPERIENCE 1998-2001 Program Director Directed and staffed programs at the University of Minnesota that established communication, information-sharing, education, and interpretive networks for diverse partners along the Upper Mississippi River. Particular focus on education/interpretive program development and regional trail • network building. FROM :Pat Nunnally FAX NO. :651-698-4568 Nov. 15 2001 07:15AM P4 • 1989-pres. Consulting Preservation Planner Provides consulting services in interpretation, writing, and resource planning for clients that include public agencies and private-sector nonprofits. 1989-pres. Adjunct Faculty Member Part time instructor,teaching various courses in a number of program areas at the University of Minnesota, Hamlin University, University of St. Thomas, College of St. Catherine, St. Olaf College. 1995-96 Loucks&Associates, Inc Historian and Principal Investigator in a multi-disciplinary planning, engineering, surveying, and cultural resource management firm. 1990-95 Minnesota Historical Society Project Historian, Archaeology Department, researching, writing, and managing a variety of compliance-based projects and other historic preservation program matters. PROFESSIONAL CONSULTING ACTIVITIES(selected) Interim Executive Director(retainer contract position),Mississippi River Trail,Inc.,2001. Historian/interpretive Planner, Corridor Management Plan Study, Skyline Parkway System, Duluth, Minnesota, under subcontract to URS?BRW. Client is City of Duluth, Minnesota, 2001 (ongoing). Researcher, Great River Road Interpretive Plan Development, under subcontract to Short, Elliott,Hendrickson. Client was Minnesota Department of Transportation,2001. Member, Lower St. Croix Planning Task Force, St. Croix National Scenic Riverway, National Park Service, 1996-1999. Technical Consultant to "History in the Heartland: Agricultural Change" produced by KSMQ Public Television,Austin, Minnesota 1996-1998. Member, Itasca State Park Resource Management Planning Committee, Minnesota Department of Natural Resources, 1995-1998. Preparer, Historic Preservation Section, Planning Workshop for East Hennepin section of Minneapolis,conducted for the City of Minneapolis by the University of Minnesota Hubert H. Humphrey Center for Public Affairs, 1997. • Consultant "Before the Locks and Dams" Oral History Project on the Upper Mississippi River,Minnesota-Wisconsin Boundary Area Commission, Hudson,WI. 1997. FROM :Pat Nunnally FAX NO. :651-698-4568 Nov. 15 2001 07:16AM P5 • Researcher and Interpretive Text Writer, Minnesota Historical Society Exhibits Department,Heritage Trails Project for Four Historic Sites in Minnesota. 1996-1997. Researcher and Writer Jewel of the North: Duluth's,.Skyline Parkway System, historic context and management plan draft for a historic parkway system in the City of Duluth. Client was the City of Duluth and its Historic Preservation Commission 1995-1997. Technical Historical Consultant: "History of the Heartland: The Rural Church" Documentary program produced by KSMQ Public Television,Austin,Minnesota. 1996. Member, Cultural Resources Work Group, Planning Task Force, Mississippi National River Recreation Area, 1991-92. Member, Governor's Design Team, site visit to Embarrass Township, St. Louis County, MN, 1991. Compiler and editor Perception and Figurative Space: Literature and the Mississippi Valley, prepared for the Design Center for the American Urban Landscape, University of, Minnesota,Minneapolis, MN, 1990. • Nunnally has published numerous articles and book reviews, presented at academic and professional conferences,and published technical reports on a variety of subjects relating to the Mississippi River,planning,and historic preservation. A bibliography is available upon request. • FROM :Pat Nunnally FAX NO. :651-698-4568 Nov. 15 2001 07:16AM P6 • Attachment B---Outline for Proposed Work 1. The consultant establishes a specific research design for the historic context study in consultation with appropriate parties from the City,the HPC, and the Sherburne County Historical Society. This research design will identify likely sources of information,potential themes for the City's historic contexts, and a priority for tasks to be completed. Due Date: December 20, 2001. 2. The consultant submits a progress report to the HPC. Due Date: January 10, 2002. 3. The consultant submits draft context study and a report evaluating progress to date and any recommended changes in the research design. Due Date: March 14,2002. 4. Consultant submits draft final report and Historic Context Report to the HPC. Due Date: April 11, 2002. 5. Consultant meets with HRA and submits final report. Due Date: April 22, 2002. • 6. Project closeout and submission of final documentation to SHPO. Due Date: May 3,2002. The document to be completed for Step 1 above is critically important for the success of the project. All appropriate parties should be consulted early in the planning process,the best sources of information identified, and priorities established in consultation with appropriate parties. Careful attention at this stage can help ensure that a complex process of historical research remains manageable and that appropriate project deliverables are identified and deadlines established. • 106 The 106 Group 370 Selby Avenue St. Paul, MN 55101 November 15, 2001 Stephen Rohlf, Building and Zoning Administrator City of Elk River 13065 Orono Parkway NW P.O. Box 490 Elk River, MN 55330 RE: Historic Context Study and Resources Survey for the City of Elk River, Minnesota Dear Stephen: Enclosed please find the scope of work for the Historic Context Study and Resources Survey for the City of Elk River, Minnesota. • Please feel free to call me with any questions or comments. Sincerely yours, THE 106 GROUP LTD. KI(1/3- Kristen M. Zschomler CRM Manager Enc. 1111 • SCOPE OF WORK FOR HISTORIC CONTEXT AND RESOURCES SURVEY FOR THE CITY OF ELK RIVER, MINNESOTA Submitted to: City of Elk River 13065 Orono Parkway NW P.O. Box 490 Elk River,MN 55330 • Submitted by: The 106 Group Ltd. The Dacotah Building 370 Selby Avenue St. Paul,MN 55102 November 15,2001 • PROJECT TASKS AND DESCRIPTION Introduction The City of Elk River(the City), through its Heritage Preservation Commission(HPC), is seeking a qualified consultant to assist in preparing a historic context study of the City and a focused historic resources survey (Phase 1) of its downtown area. The boundaries of the focused resource survey area, as exhibited in the City's Request for Proposal (RFP), contains approximately 210 properties within an approximate 122-acre land area. The City has requested that a portion of the project will result in a comprehensive inventory and report of historic sites within the focused study area relating to the historic contexts identified for the City, as well as recommendations for the eligibility of properties based on both the eight standards found in Section 900.10 (21) (C) of the Elk River Code of Ordinances for rezoning to Heritage Preservation Overlay Zoning District and the four criteria for determining eligibility for the National Register of Historic Places (NRHP). Additionally, the City is requesting a scope of work and budget to conduct a Phase II evaluation for up to ten properties within the study area. The 106 Group has reviewed the RFP as issued by the City and has determined that it will not be able to fully meet the requirements as outlined in the RFP for the specified budget of$12,000.00. Following is an outline of the scope of work that can be provided by The 106 Group within the $12,000 budget limit. Not all items requested in the RFP will be met within this scope of work. • Task 1. Research Design and Historic Context Study • A research design following the Secretary of the Interior's Guidelines for Identification will be prepared for the City to guide the present historic context study and future survey and evaluation studies. • The 106 Group will work with the HPC and City staff to prepare a historic context study of the City. Research will be undertaken at the Minnesota State Historic Preservation Office (SHPO), the Minnesota Historical Society (MHS), the Sherburne County Historical Society, the City offices, and other relevant repositories to develop the historic context. Task 2: Survey Overview • The 106 Group will not be able to conduct a full Phase I survey of the properties within the study area, nor will Phase II (determination of eligibility) be performed under this scope of work. The 106 Group can provide an overview assessment and digital photographic documentation of all of the buildings and structures over 50 years of age within the study area. This information will be provided in a summary format, listing the address, property type and style, keyed to digital photographs of II/ each property. Individual inventory forms for each property will not be produced under the scope of this project. The identification of the properties over 50 years old can provide the basis for future Phase I survey work. Task 3: Report • A draft report will be submitted to the HPC for review, and will include the following information. o Project introduction o Project objectives and methodology o Description of project components o Inventory list of all sites surveyed o Development of historic contexts identifying significant themes in Elk River history The report narrative will be in an 8 1/2" x 11" format, conforming to the Secretary of Interior Standards and Guidelines for historical contexts. The report will also be provided in an electronic media on a CD. Task 4: Coordination • The Project Manager will be responsible for communicating all cultural resources issues to the City and the HPC. The Project Manager will keep the City closely informed about the project status. • • Two formal presentation meetings with the HPC and the Housing Redevelopment Authority (HRA) are anticipated (one to present the draft historic context and one to present the final historic context and identified properties). • The study can be initiated once a service agreement/notice to proceed is received. Budget The Historic Context Study and Resources Survey as described above can be completed for costs not to exceed $12,000. • PROJECT PERSONNEL Kristen M. Zschomler, M.A.,RPA Over the past ten years, Kristen Zschomler has supervised and participated in numerous prehistoric and historical archaeology projects throughout the Midwest, Southeast, and the Caribbean. Archaeological studies have ranged from numerous cultural resources assessments and Phase I archaeology surveys throughout Minnesota; to survey of the Denis Bay Sugar Plantation Historic District, United States Virgin Islands; to testing at the Parris Island Military Base, South Carolina; to a data recovery at a Late Archaic/Late Woodland site in Alabama. Kristen is member of the Register of Professional Archaeologist (RPA) and has a focus on fur trade period archaeology. She recently co- authored a paper on trade bead chronology in Minnesota at the joint Plains/Midwest Conference. Kristen has also served as historian and architectural historian on various evaluations of eligibility, surveys, in-depth historic context studies, and HABS/HAER projects. Examples of historical and architectural projects include the evaluation of over 350 structures in Eufaula, Alabama; the archival mitigation report on a pipeline crossing of the Illinois and Michigan Canal near Channahon, Illinois; the Illinois HABS Level III recordation of a Midwestern Feeder swine barn in Techny, Illinois; and the HABS Level I recordation of five Memorial bridges in Alabama. Kristen has been actively involved in the preparation of educational outreach materials and teaching guides for archaeology in Minnesota and Alabama. She meets the U.S. Secretary of the Interior's Professional Qualification Standards for archaeology, architectural history, and history. • William Stark, M.A. Will has served as architectural historian on numerous cultural resources project in Minnesota, North Dakota and New York, including the Faribault County Unity Trail cultural resources assessment, the Phase I survey of the Near Northside Redevelopment project in Minneapolis, the Phase II survey of the Williams-Rucker Farmstead in Olmsted County, and the evaluation of eligibility for the Student Health Service building on the St. Paul University of Minnesota campus. Will has served as a re-use study team member for Dania Hall in Minneapolis, and is a lead member for cultural resources interpretation for the Historic Bluff Country Scenic Byway project. At the historic Split Rock Lighthouse, he is researching the historic evolution of the site's dwellings and managing the analysis of historic materials. Will is a graduate of Cornell University's graduate program in Historic Preservation Planning where he studied historic survey and documentation techniques, preservation law, Geographical Information System (GIS) technology, and real estate principles. Will's thesis research concerned the economic and architectural feasibility of the adaptive reuse of downtown department stores. His preservation experience also includes an internship with the Minnesota SHPO. Additionally, Will has 10 years of experience working in human resources management. He meets the U.S. Secretary of the Interior's Professional Qualification Standards for architectural history and history and has experience with and knowledge of the Secretary of Interior Planning Standards. • TIMELINE Task Completion Date Prepare research design and initial meeting with HPC 12-13-2001 Submit progress report to HPC 1-10-2002 Submit draft context study, list of properties over 50 years 2-14-2002 old, and photographs Submit final draft of context study, property list, and 3-14-2002 photographs to HPC for review Submit final report to HPC 4-11-2002 Meet with HRA and submit final report 4-22-2002 Project closeout and submission of final documentation to 5-3-2002 SHPO • • 106 oup William E. Stark 1990-95 Greater Southeast Healthcare System,Washington,D.C. Benefits Manager • Communicated and introduced employee benefit plans. Supervised staff. Administered benefits programs for 3,000 employees. Counseled employees regarding benefits and retirement options. Coordinated with vendors for open enrollment. Resolved employee benefit issues. Wrote employee newsletter items. REPORTS AND PUBLICATIONS • Co-authored: Architectural History Survey of the Proposed Guardian Pipeline Project, Will,Kendall,DeKalb, and McHenry Counties, Illinois; • Co-authored: Architectural History Survey of the Proposed Guardian Pipeline Project, Walworth,Waukesha and Jefferson Counties,Wisconsin; Intensive Level Historical Architectural Survey for the University of North Dakota;Cultural Resources Assessment for the Faribault County Unity Trail Project,Blue Earth,Faribault County,Minnesota • Contributor: Public History and Interpretive Potential Report for Near Northside Redevelopment Project, Minneapolis, Minnesota. • Co-authored: "The Future of Historic Preservation,"published in Forum Journal, Fall 1999. PROFESSIONAL MEMBERSHIPS • • National Trust for Historic Preservation • National Association of Preservation Commissions • Preservation Alliance of Minnesota • Minnesota Historical Society • Historic Preservation Planning Alumni HONORS AND SCHOLARSHIPS • 1999 John W. Reps award,Cornell University,City and Regional Planning Department • 1998 American Planning Association Student Project Award • Graduate and Teaching Assistantship,Cornell University, 1997-99 • Tuition fellowship award,Cornell University, 1997-99 • nup 1`)6Kristen Zschomler SUMMARY OF QUALIFICATIONS Over the past ten years,Kristen Zschomler has managed numerous archaeological, architectural, historical, and public education projects throughout the Midwest, Southeast, and the Caribbean. Archaeological studies have ranged from numerous cultural resources assessments and Phase I archaeology surveys throughout Minnesota; to survey of the Denis Bay Sugar Plantation Historic District, United States Virgin Islands; to testing at the Parris Island Military Base, South Carolina; to a data recovery at a Late Archaic/Late Woodland site in Alabama. Kristen is member of the Register of Professional Archaeologist(RPA)and has a focus on fur trade period archaeology. She recently co-authored a paper on trade bead chronology in Minnesota at the joint Plains/Midwest Conference. Kristen has also served as historian and architectural historian on various evaluations of eligibility, surveys, in-depth historic context studies, and HABS/HAER projects. Examples of historical and architectural projects include the in-depth documentation of a diversified farm in Olmsted County, Minnesota; the archival mitigation report on a pipeline crossing of the Illinois and Michigan Canal near Channahon, Illinois; the Illinois HABS Level III recordation of a Midwestern Feeder swine barn in Techny, Illinois; and the HABS Level I recordation of five Memorial bridges in Alabama. Kristen has been actively involved in the preparation of educational outreach materials and teaching guides for archaeology in Minnesota and Alabama. She meets the U.S. Secretary of the Interior's Professional Qualification Standards for archaeology,architectural history,and history. EDUCATION 1997 M.A., Anthropology, University of Alabama, Tuscaloosa 1991 B.A., History and Anthropology, University of Minnesota,Morris PROFESSIONAL EXPERIENCE 1999-date The 106 Group,St. Paul,MN CRM Manager and Senior Archaeologist, Historian, and Architectural Historian • Principal Investigator responsible for writing research designs, proposals, reports, budgets and field work for all phases of cultural resources management including survey, testing, and data recovery. • Principal Investigator and Project Manager for the determination of eligibility for the Stewart-Cepro grain elevator in Minneapolis, Minnesota; the in-depth documentation of a diversified farm in Olmstead County, Minnesota; the Phase I architectural history investigation for the Proposed Guardian Pipeline Project in Illinois and Wisconsin; the Cultural Resources Assessment for the Faribault County Unity Trail Project, Blue Earth, Faribault County, Minnesota; the Phase I and II Architectural History Survey for the Near Northside Redevelopment Project, Minneapolis, Minnesota, and the Phase I archaeological survey for the East Street Bridge project,Blue Earth,Minnesota. • 106 group Kristen Zschomler 1998-1999 Public Service Archaeology Program, University of Illinois, Urbana- Champaign, Urbana,IL Archaeologist, Architectural Historian, and Historian • Archaeologist for all phases of cultural resources management including survey, testing, and data recovery. Projects include the Phase I survey for several gas pipeline projects in the greater Chicago area and the Phase II testing of a mid-nineteenth century house in Minooka, Illinois. • Architectural Historian for compliance surveys and HABS/HAER documentations and determinations of eligibility for the National Register of Historic Places. • Historian for developing historic overviews and contexts, including the archival mitigation report on a pipeline crossing of the Illinois and Michigan Canal near Channahon, Illinois. 1994-1998 Panamerican Consultants,Inc.,Tuscaloosa,AL Principal Investigator,Archaeologist,Architectural Historian, Historian • Principal Investigator responsible for writing research designs, proposals, management summaries, reports, budgets, and all aspects of archaeological field work and report writing. Examples of archaeological field work include the Phase I archaeological survey of the Denis Bay Sugar Plantation Historic District, St. Johns, United States Virgin Island; • Phase II testing of six sites on Parris Island Military Base, Beaufort, South Carolina; and Phase III data recovery at a Late Archaic/Late Woodland site in northwestern Alabama. 1991-1994 Institute for Minnesota Archaeology,Minneapolis,MN Archaeologist, Coordinator for Outreach Activities • Co-Supervisor and archaeologist for all phases of cultural resources management including surveys,testing,and data recovery throughout Minnesota,Wisconsin,Michigan, and North Dakota. • Laboratory supervisor responsible for all aspects of cleaning, sorting, cataloging, and analysis. • Coordinator for Outreach Activities position included organizing, presenting, writing and funding various Minnesota archaeology public education events. REPORTS AND PUBLICATIONS Author and co-author of over 50 archaeological survey, data recovery reports, architectural history and HABS/HAER reports, plus numerous public education publications. Author of article on the Illinois and Michigan Canal for Illinois Antiquity and co-author of a paper on trade bead chronology in Minnesota presented at the 2000 Joint Plains/Midwest Conference in St. Paul. PROFESSIONAL MEMBERSHIPS • Register of Professional Archaeologists • • National Trust for Historic Preservation • Society for Historical Archaeology ' William E. Stark 06 group SUMMARY OF QUALIFICATIONS Over the past several years, Will has worked on preservation and architectural documentation projects in New York, North Dakota and Minnesota. His writing has included a historic structure report for an 18th century farmhouse, research on the economic and architectural feasibility of the adaptive reuse of downtown department stores, architectural history investigations and public history interpretive reports. Other skills include historic survey and documentation techniques, preservation law, Geographical Information System (GIS) technology and real estate principles. Additionally, Will has 10 years of experience working in human resources where he has been called upon to facilitate group meetings, design and conduct educational workshops, coordinate employee meetings and events, and lead quality improvement process teams. He meets the U.S. Secretary of the Interior's Professional Qualifications Standards for architectural history and history. EDUCATION 1999 M.A.,Historic Preservation Planning, Cornell University, Ithaca,New York 1993 M.A.,Human Resources Management, Marymount University,Arlington,Virginia 1987 B.A.,Religion,Trinity University, San Antonio,Texas PROFESSIONAL EXPERIENCE 110 1999 present The 106 Group Ltd.,St. Paul,MN Architectural Historian and Historic Preservationist ■ Responsible for research, writing, fieldwork and historic context development of compliance surveys and determinations of eligibility for the National Register of Historic Places. Additional responsibilities include developing heritage tourism initiatives, historic preservation assessments and historic structure reports for conservation and preservation projects. 1998 Minnesota State Historic Preservation Office,St. Paul,MN Intern • Documented one of Minnesota's "10 Most Endangered Sites." Participated in re-use study for historic Minneapolis building. Participated in historic cultural landscape research trip. 1995-97 The American Association for the Advancement of Science,Washington,D.C. Benefits Manager • Managed the administration of employee benefits programs for staff of 300. Communicated benefits plans through employee meetings, memos, flyers and special events. • ■i■ om : LANDSCAPE RESEARCH PHONE No. : 6126445553 Nov. 15 2001 2:06PM P01 ■ ■ ■ ■ ■ ■ ■ ■ • FAX: 5 PAGES INCLUDING COVER November 15,2001 TO: Stephen Rohlf,Building and Zoning Administrator FROM: Carole Zellie,Landscape Research (651)611.-1230 RE: Elk River Historic Contexts Study A copy of our proposal is attached. A hard copy will be in the mail, and will contain resumes and other information. I was vague about the survey component to allow us to • discuss the area in more detail. 11111 From : LANDSCAPE RESEARCH PHONE No. : 6126445553 Nov. 15 2001 2:07PM P02 • Elk River Historic Resources Study A Proposal to the City of Elk River From Landscape Research St. Paul,Minnpanta November 15,2001 As the Elk River community continues to grow and develop,the role of historic resources will continually be evaluated through environmental review activities (conducted for transportation projects),housing improvement,and downtown development.The proposed historic contexts study and downtown survey will provide the city with comprehensive information about the history and significance of its resources. Historic Contexts The proposed study will develop historic contexts for Elk River,providing a comprehensive narrative and analysis of the development of the city from settlement to the present.. The contexts will describe Elk River's relationship to early Sherburne • County and the Mississippi River,and its rural,suburban,and urban landscapes. It will also analyze the development of agriculture,commercial,and residential development. Downtown Survey The study will also conduct a limited Phase I survey of the downtown area. The final details of the scope of this survey will be discussed with City staff before the project commences. This project will be conducted within the Guidelines for Preservation Planning established by the Secretary of the interior and will be compatible with databases maintained by the State I listoric Preservation Offices. The study will also provide recommendations for further survey and evaluation of historic properties,sites,and landscapes,and determination of eligibility for National Register listing for some properties It will also assist the city in planning for historic and cultural resources. The final report will combine text and many illustrations in a useful and interesting format. It will be supplied in hard copy and on disk_ Landscape Research will provide a quantity of reports for immediate use,with additional printing to be determined by the client. As requested,we will present the findings of the study at staff meetings. Firm Qualifications Landscape Research has worked with communities raid planning agencies in the • Midwest and New England on a great variety of research and preservation planning Elk River Historic Context Study l Landscape)research November 15,2001 From : LANDSCAPE RESEARCH PHONE No. : 6126445553 Nov. 15 2001 2:07PM P03 • projects. In Minnesota,we have had extensive experience with historical research and planning projects throughout Hennepin,Ramsey,Washington,Dakota,and Rice counties. We have successfully completed many preservation plans and context studies, including those for the University of Minnesota,and cities such as Minneapolis, Hastings,St. Cloud,Lanesboro,and Northfield. Our National Register work has involved the development of historic contexts for various aspects of Minnesota agriculture and historic landscapes. Carole Zellie is an architectural historian and urban planner. She founded Landscape Research,now a three-person firm, in 1976 and has served as project director and principal investigator for many of the firm's past projects. Ms. Zellie holds degrees in architectural history(B.A.,M.A. )from the University of Minnesota and an M.S. in historical geography from the University of Wisconsin-Madison. For the proposed project Ms. Zellie will serve as principal investigator. In addition to the preparation of historic context studies and architectural and cultural resource surveys and all aspects of the National Register and local designation studies, Landscape Research also works with communities to develop the research and documentation phases of their projects. Preservation plans,guidelines fear new design and rehabilitation,land use plans,procedures manuals,training programs,and a variety of tours and other public education programs have resulted. Our projects have conformed to the guidelines developed by the Secretary of the Interior and have been coordinated with the State Historic Preservation Office. Work Program Overview Tasks: To begin the project, the consultant will meet with city staff to discuss the project outline and objectives. The consultant will review a variety of inventory data held by the Minnesota State Historic Preservation Office, Elk River, and Sherburne County.This includes archaeological inventories, cultural resource surveys,and environmental review reports. Published and unpublished research sources will be analyzed. Sources include state, county,and local histories,archaeological reports, newspapers,land use and other historic maps,real estate records,photographs and historical views,and other archival materials found in local collections and at the Minnesota Historical Society. All previous architectural survey data will be reviewed hi light of current fieldwork and research. At the beginning of the project, the consultant will present a detailed research plan to the client. The consultant will inform staff of progress to date during the first month of the study,and first drafts of the study will be available for review and revision prior to submission of the final report. 1111 Elk River Historic Context Study 2 Landscape Research. November 15,2001 From : LANDSCAPE RESEARCH PHONE No. : 6126445553 Nov. 15 2001 2:08PM PO4 1111 The consultant will work with city staff to develop goals and objectives for preservation planning and recommendations for future survey and evaluation of historic properties,sites,and landscapes. The consultant will also work with staff to prepare for a final presentation. Timeframe Summary A final timeline will be developed after consultation with city staff. The project will commence in December 2001 and be completed in approximately six months. Budget We propose a $12,000 budget to develop a research plan,conduct and analyze the research and survey, and prepare the historic context drafts and final reports.The fee includes all meetings with city staff. Travel and other expenses are included. The project fee is based on a rate of$65 per hour and Includes production of the final reports References John Grossman • City Planner/HRA Director City Hall Hastings,MN (651)437-4127 Susan Roth National Register Historian State Historic Preservation Office Minnesota Historical Society (651)296-5434 Work Samples Context Studies North Minneapolis Historic Context Study (1998;Min neapolis l leritage Preservation Commission) Northeast Minneapolis Historic Context Study (1998;Minneapolis Heritage Preservation Commission) An Inventory of Minnesota's Geographic Features of Historic and Cultural Significance. (1989; State Historic Preservation Office,Minnesota Historical Society) • Elk.River Historic Context Study Landscape Research November 15,2001 From : LANDSCAPE RESEARCH PHONE No. : 6126445553 Nov. 15 2001 2:08PM P05 • Context Studies/ Preservation Plans The University of Minnesota Preservation Plan (1996,completed for the University of Minnesota) Based on seven historic contexts. Recipient of Preservation Award, Minneapolis I Ieritage Preservation Commission(1998); CUE Award (1998). The Northfield Heritage Preservation Plan (1992;Northfield Heritage Preservation Commission). Incorporated multi-year architectural survey,contexts study,and preservation plan in one volume. Desi&n Guidelines I Publication Projects The Dayton's Bluff Historic District Handbook (1992;St. Paul Planning and Economic. Development Department). Recipient of 1993 Preservation Award,St. Paul Heritage Preservation Commission. At Nome in Northfield brochure series and Northfield:The History and Architecture of a Community (1999) Built in Milwaukee(1981;Department of City Development,Milwaukee,Wise.). Recipient of 1982 Merit Award,State Historical Society of Wisconsin. s • Elk River Historic Context Study 4 Landscape Research November 15,2001