The Process Simplified

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  • INTRODUCE YOURSELF…introduce concept of preservation/restoration architect Outline the goals—briefly explain what each means
  • The Process Simplified

    1. 1. The Process Simplified Historic Preservation Tax Credit Workshop (Federal & State of Ohio) Heritage Ohio LIMA OHIO October 5, 2009 11/05/09 Presented by Chambers Murphy & Burge
    2. 2. The Process Simplified Value of Team Work, add a Restoration Architect. 11/05/09 Presented by Chambers Murphy & Burge
    3. 3. Discussion Goals <ul><li>Outline tools available to Owner’s Team. </li></ul><ul><li>Allow Owner/Developer to realize project possibilities. </li></ul><ul><li>Level the process </li></ul>11/05/09
    4. 4. Topics of Discussion <ul><li>Secretary of the Interior’s Standards </li></ul><ul><li>Expertise </li></ul><ul><li>Documentation </li></ul><ul><li>Building Codes </li></ul><ul><li>Costs </li></ul><ul><li>Communication </li></ul>11/05/09
    5. 5. Secretary of the Interior’s Standards <ul><li>FEAR FACTOR </li></ul><ul><li>Standards—list of ten—common sense design rules </li></ul><ul><li>Takes precedence over other sets of regulations </li></ul><ul><li>Communications and early discovery is the key. </li></ul>11/05/09
    6. 6. Expertise <ul><li>FEAR FACTOR </li></ul><ul><li>Often hear the word “complex” </li></ul><ul><li>Include the proper expertise on your Team </li></ul><ul><li>Experts may include </li></ul><ul><ul><li>Enthusiastic Owner/Developer </li></ul></ul><ul><ul><li>Tax attorney </li></ul></ul><ul><ul><li>Accountant with tax expertise </li></ul></ul><ul><ul><li>Restoration/preservation architect </li></ul></ul>11/05/09
    7. 7. Expertise <ul><li>FEAR FACTOR </li></ul><ul><li>Often hear the word “complex” </li></ul><ul><li>Include the proper expertise on your Team </li></ul><ul><li>Experts may include </li></ul><ul><ul><li>Enthusiastic Owner/Developer </li></ul></ul><ul><ul><li>Tax attorney </li></ul></ul><ul><ul><li>Accountant with tax expertise </li></ul></ul><ul><ul><li>Restoration/preservation architect </li></ul></ul>11/05/09 IMPORTANT!
    8. 8. Documentation <ul><li>FEAR FACTOR </li></ul><ul><li>Start at the beginning of the project </li></ul><ul><li>Required for IRS (remember the Tax Credit is a big incentive to do this) </li></ul><ul><li>Helps to expedite your processes. </li></ul>11/05/09
    9. 9. Building Codes <ul><li>FEAR FACTOR </li></ul><ul><li>Myth busters – “An old building cannot meet the current building code” </li></ul><ul><li>Myth busters – “It is too expensive to bring that old building up to code” </li></ul>11/05/09
    10. 10. Building Codes <ul><li>SECTION 3409 HISTORIC BUILDINGS 3409.1 Historic buildings. The provisions of this code relating to the construction, repair, alteration , addition , restoration and movement of structures, and change of occupancy shall not be mandatory for historic buildings where such buildings are judged by the building official to not constitute a distinct life safety hazard. </li></ul><ul><li>Exception: Historic buildings that are: </li></ul><ul><li>1. Listed or preliminarily determined to be eligible for listing in the National Register of Historic Places; </li></ul><ul><li>2. Determined by the Secretary of the U.S. Department of Interior as contributing to the historical significance of a registered historic district or a district preliminarily determined to qualify as an historic district; or </li></ul><ul><li>3. Designated as historic under a state or local historic preservation program that is approved by the Department of Interior. (CLG) </li></ul>11/05/09
    11. 11. Building Codes 11/05/09 <ul><li>FEAR FACTOR </li></ul><ul><li>Myth busters – “An old building cannot meet the current building code” </li></ul><ul><li>Myth busters – “It is too expensive to bring that old building up to code” </li></ul>
    12. 12. Building Codes <ul><li>FEAR FACTOR </li></ul><ul><li>Myth busters – “An old building cannot meet the current building code” </li></ul><ul><li>Myth busters – “It is too expensive to bring that old building up to code” </li></ul>11/05/09
    13. 13. Costs <ul><li>Details about this topic </li></ul><ul><li>Supporting information and examples </li></ul><ul><li>How it relates to your audience </li></ul>11/05/09
    14. 14. Communication <ul><li>FEAR FACTOR </li></ul><ul><li>Entities involved -- ooohh! So many! </li></ul><ul><li>Lingo, regs, paperwork </li></ul>11/05/09
    15. 15. Communication <ul><li>FEAR FACTOR </li></ul><ul><li>Entities involved -- ooohh! So many! </li></ul><ul><li>Lingo, regs, paperwork </li></ul><ul><li>Don’t forget your Team—they are there to help you. </li></ul>11/05/09
    16. 16. Real Life 11/05/09
    17. 17. Real Life 11/05/09
    18. 18. Real Life 11/05/09
    19. 19. Real Life 11/05/09
    20. 20. Real Life 11/05/09
    21. 21. What This Means <ul><li>FEAR FACTOR </li></ul><ul><li>Myth Busting </li></ul><ul><li>Small projects can move forward. </li></ul><ul><li>Small projects can use tax credits. </li></ul><ul><li>DON’T GIVE UP YET! </li></ul>11/05/09

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