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HISTORIC BUILDINGS AND SUSTAINABILITY
Anna Mod
Director, MHA Southwest
MacRostie Historic Advisors LLC
THE GREENEST BUILDING IS
ONE THAT IS ALREADY BUILT.
– CARL ELEFANTE, AIA
• Embodied energy is the amount of
labor and energy consumed in the
production of a building, from the
harvesting of natural resources, to the
fabrication and delivery of materials, to
the installation of these materials and
products. It also includes the energy to
demolish and remove building
components.
• Operating energy is energy for HVAC,
lighting, equipment, and appliances
• Continuity
• Memory
• Individual Identity
• Civic, State, National and Universal
• Beauty
• History
• Architecture
• Sacred
• Creativity
• Learning
• Sustainability
• Ancestors
• Community
• Economics
WHAT ABOUT THE
INTANGIBLES?
Continuity, memory and
identity give us a sense of who we are.
Beauty and the awe of the
sacred deepen our connection
with the broader world and fosters
a sense of empathy with others
Experiencing history at the
places where it happened is
a viscerally memorable
experience that stays with us
Old places inspire
creativity and foster
economic growth
Economics – the bottom line
is that old places matter for more
reasons that we assume
The preservation of old places I not just something “nice” to do;
it provides profound material, emotional, sociological
and spiritual benefits for all
People love and revere old
buildings for their art and
craftsmanship and for
the way they make us feel.
Sustainability – simple act
of continuing to use an
existing place (rather than
build new) supports a more
sustainable world
HOW DO WE GET THERE?
FEDERAL HISTORIC TAX CREDITS
• 20% credit on federal income tax
• Credit calculated on hard and soft Costs
• Credit limited to existing building, not
acquisition, new construction or site work
• No limitations on corporate investors
• 3-part federal tax credit application
approved by SHPO and NPS
• Listed in the National Register of Historic
Places
• All work must meet the Secretary of the
Interior’s Standards
STATE OF TEXAS HISTORIC
PRESERVATION TAX CREDIT
• 25% tax credit for state franchise or insurance
premium tax
• Listed as a:
– Recorded Texas Historic Landmarks
(RHTL); or
– State Antiquities Landmark (SAL); or
– ”contributing” resource of a designated
historic district; and
– Placed in service after September 1, 2013
• 3-part State Tax Credit Application approved
by Texas Historical Commission (THC)
• Can be combined with the federal historic tax
credit for a total of 45%
STATE HISTORIC TAX CREDITS
QUALIFYING BUILDINGS
• National Register Properties – individual or in a
district
• Generally at least 50 years old
• Architecturally or historically significant
FEDERAL AND STATE APPROVAL PROCESS
• 3 Part Application Process
• Part 1 / A – Historic Status
• Part 2 / B – Design Approval
• Part 3 / C – Project Completion
• State and National Park Service Review
• 60-Day Minimum Review
• Secretary of Interior’s Standards for Rehabilitation
1. A property shall be used for its historic purpose or be placed in a new
use that requires minimal change to the defining characteristics of the
building and its site and environment.
E.S. Levy building, Galveston, 1895
Charles W. Bulger, architect.
Department store and professional offices
2001, ground floor commercial and residential rental above
2. The historic character of a property shall be retained and preserved. The
removal of historic materials or alteration of features and spaces that
characterize a property shall be avoided.
1Palace Hotel (Askew Drug) , 1904
Houston, Texas,
3. Each property shall be recognized as a physical record of its time, place, and
use. Changes that create a false sense of historical development, such as
adding conjectural features or architectural elements from other buildings,
shall not be undertaken.
One-room schoolhouse, ca. 1920.
After “rehabilitation” as a residence.
Before “restoration”
4. Most properties change over time; those changes that have acquired historic
significance in their own right shall be retained and preserved.
Jeff Davis Hospital, Houston
5. Distinctive features, finishes, and construction techniques or examples of
craftsmanship that characterize a historic property shall be preserved.
1915, 1936, 1959 Texas Company Building
Warren and Wetmore, architects
6. Deteriorated historic features shall be repaired rather than replaced. Where the
severity of deterioration requires replacement of a distinctive feature, the new feature
shall match the old in design, color, texture, and other visual qualities and, where
possible, materials. Replacement of missing features shall be substantiated by
documentary, physical, or pictorial evidence.
1924 Benjamin Apartments
1950s 2001
1999
Remember - Only replace what is
too deteriorated to repair. Provide
documentation.
Standard 6 - continued, missing features
The Benjamin Apartments
1999
2001
Jefferson Davis Hospital
Remember - Only
replace what is too
deteriorated to repair.
Provide documentation.
Standard 6 - continued, missing features
Texaco
Houston, Texas
7. Chemical or physical treatments, such as sandblasting, that cause damage
to historic materials shall not be used. The surface cleaning of structures, if
appropriate, shall be undertaken using the gentlest means possible.
ca.1927 Coale Building,
Beaumont, Texas
7. Chemical or physical treatments, such as sandblasting, that cause damage
to historic materials shall not be used. The surface cleaning of structures, if
appropriate, shall be undertaken using the gentlest means possible.
Texaco Building
Houston, Texas
8. Significant archeological resources affected by a project shall be protected and
preserved. If such resources must be disturbed, mitigation measures shall be
undertaken.
Jefferson Davis Hospital, 1925, W. A. Dowdy architect
Cemetery below hospital listed as a State Archeological Landmark in 1995
9. New additions, exterior alterations, or related new construction shall not
destroy historic materials that characterize the property. The new work shall
be differentiated from the old and shall be compatible with the massing, size,
scale, and architectural features to protect the historic integrity of the
property and its environment.
Benjamin Apartments, Houston Union Transfer and Storage, Houston
Now Vine Street Studios
10. New additions and adjacent or related new construction shall be undertaken in such a
manner that if removed in the future, the essential form and integrity of the historic
property and its environment would be unimpaired.
New exterior stair towers, Jefferson Davis Hospital,
Houston
SCOPE OF DESIGN REVIEW
Exterior
•Material and ornament repair/replacement
•Window repair/replacement
•New or re-designed entries
•New additions – attached, adjacent, rooftop
•Site work, landscaping, new site construction
SCOPE OF DESIGN REVIEW
Interior
• Repair/removal of ornamental features
• Changes in floor plan/circulation features
• Corridors, stairways elevators, auditoriums, theater spaces
• Mechanical systems
MELROSE BUILDING / LE MERIDIEN
HOUSTON, TX
COMBINED 20% FEDERAL AND 25% STATE CREDITS
ALTO 211
DALLAS, TX
COMBINED 20% FEDERAL AND 25%
STATE CREDITS
MEDICAL TOWERS
HOUSTON, TX
UNDER CONSTRUCTION - COMBINED 20% FEDERAL AND 25%
STATE CREDITS
HOUSTON BAR ASSOCIATION BUILDING
HOUSTON, TX
UNDER CONSTRUCTION - COMBINED 20% FEDERAL AND 25% STATE CREDITS
POE MOTORS
SAN ANTONIO, TX
COMBINED 20% FEDERAL AND 25% STATE CREDITS
STOWERS BUILDING / ALOFT
HOUSTON, TX
COMBINED 20% FEDERAL AND 25% STATE CREDITS
TEXACO / THE STAR
HOUSTON, TX
COMBINED 20% FEDERAL AND 25% STATE CREDITS
MARIA BOSWELL FLAKE HOME FOR OLD WOMEN
HOUSTON, TX
COMBINED 20% FEDERAL AND 25% STATE CREDITS
806 MAIN / JW MARRIOTT
HOUSTON, TX
PARTICIPATED IN 10% CREDIT
E.S. LEVY BUILDING
GALVESTON, TX
COMBINED 20% FEDERAL AND LITC CREDITS
1895 E.S. Levy building, Galveston
Charles W. Bulger, architect.
Department store and professional offices
2001, ground floor commercial and residential rental above
JEFFERSON DAVIS HOSPITAL / ELDER STREET LOFTS
HOUSTON, TX
COMBINED 20% FEDERAL AND LITC CREDITS
OLD WACO HIGH SCHOOL / LOFTS AT WACO HIGH
WACO, TX
COMBINED 20% FEDERAL AND LITC CREDITS
ST. ELIZABETH’S HOSPITAL
HOUSTON, TX
PLANNING - COMBINED 20% FEDERAL, STATE 25%, AND LITC CREDITS
HISTORIC TAX CREDITS & TAX REFORM
Anna Mod
Director, MHA Southwest
MacRostie Historic Advisors LLC
HOU downtown post office
Houston Post
505 E Travis
712 Main – Gulf Building
711 Milby
812 Main
902 Commerce
2720 Leeland
5901 Griggs
Baker Hotel
Bellville Turnverein
Beth Yeshurun
Chase Tower – Amarillo
Driskill
Coca Cola
St. Anthony’s
Plaza Hotel – El Paso
Fisk – Amarillo
La Colombe d’Or
Magnolia – Houston
Magnolia – Dallas
Star Engraving
Sampson Lofts
723 Main
ca.1927 Coale Building,
Beaumont, Texas
COALE BUILDING
BEAUMONT, TX
20% FEDERAL CREDITS

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Historic Buildings and Sustainability

  • 1. HISTORIC BUILDINGS AND SUSTAINABILITY Anna Mod Director, MHA Southwest MacRostie Historic Advisors LLC
  • 2. THE GREENEST BUILDING IS ONE THAT IS ALREADY BUILT. – CARL ELEFANTE, AIA • Embodied energy is the amount of labor and energy consumed in the production of a building, from the harvesting of natural resources, to the fabrication and delivery of materials, to the installation of these materials and products. It also includes the energy to demolish and remove building components. • Operating energy is energy for HVAC, lighting, equipment, and appliances
  • 3.
  • 4. • Continuity • Memory • Individual Identity • Civic, State, National and Universal • Beauty • History • Architecture • Sacred • Creativity • Learning • Sustainability • Ancestors • Community • Economics WHAT ABOUT THE INTANGIBLES?
  • 5. Continuity, memory and identity give us a sense of who we are. Beauty and the awe of the sacred deepen our connection with the broader world and fosters a sense of empathy with others Experiencing history at the places where it happened is a viscerally memorable experience that stays with us Old places inspire creativity and foster economic growth Economics – the bottom line is that old places matter for more reasons that we assume The preservation of old places I not just something “nice” to do; it provides profound material, emotional, sociological and spiritual benefits for all People love and revere old buildings for their art and craftsmanship and for the way they make us feel. Sustainability – simple act of continuing to use an existing place (rather than build new) supports a more sustainable world
  • 6. HOW DO WE GET THERE? FEDERAL HISTORIC TAX CREDITS • 20% credit on federal income tax • Credit calculated on hard and soft Costs • Credit limited to existing building, not acquisition, new construction or site work • No limitations on corporate investors • 3-part federal tax credit application approved by SHPO and NPS • Listed in the National Register of Historic Places • All work must meet the Secretary of the Interior’s Standards STATE OF TEXAS HISTORIC PRESERVATION TAX CREDIT • 25% tax credit for state franchise or insurance premium tax • Listed as a: – Recorded Texas Historic Landmarks (RHTL); or – State Antiquities Landmark (SAL); or – ”contributing” resource of a designated historic district; and – Placed in service after September 1, 2013 • 3-part State Tax Credit Application approved by Texas Historical Commission (THC) • Can be combined with the federal historic tax credit for a total of 45%
  • 8. QUALIFYING BUILDINGS • National Register Properties – individual or in a district • Generally at least 50 years old • Architecturally or historically significant
  • 9. FEDERAL AND STATE APPROVAL PROCESS • 3 Part Application Process • Part 1 / A – Historic Status • Part 2 / B – Design Approval • Part 3 / C – Project Completion • State and National Park Service Review • 60-Day Minimum Review • Secretary of Interior’s Standards for Rehabilitation
  • 10. 1. A property shall be used for its historic purpose or be placed in a new use that requires minimal change to the defining characteristics of the building and its site and environment. E.S. Levy building, Galveston, 1895 Charles W. Bulger, architect. Department store and professional offices 2001, ground floor commercial and residential rental above
  • 11. 2. The historic character of a property shall be retained and preserved. The removal of historic materials or alteration of features and spaces that characterize a property shall be avoided. 1Palace Hotel (Askew Drug) , 1904 Houston, Texas,
  • 12. 3. Each property shall be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or architectural elements from other buildings, shall not be undertaken. One-room schoolhouse, ca. 1920. After “rehabilitation” as a residence. Before “restoration”
  • 13. 4. Most properties change over time; those changes that have acquired historic significance in their own right shall be retained and preserved. Jeff Davis Hospital, Houston
  • 14. 5. Distinctive features, finishes, and construction techniques or examples of craftsmanship that characterize a historic property shall be preserved. 1915, 1936, 1959 Texas Company Building Warren and Wetmore, architects
  • 15. 6. Deteriorated historic features shall be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature shall match the old in design, color, texture, and other visual qualities and, where possible, materials. Replacement of missing features shall be substantiated by documentary, physical, or pictorial evidence. 1924 Benjamin Apartments 1950s 2001 1999 Remember - Only replace what is too deteriorated to repair. Provide documentation.
  • 16. Standard 6 - continued, missing features The Benjamin Apartments 1999 2001 Jefferson Davis Hospital Remember - Only replace what is too deteriorated to repair. Provide documentation.
  • 17. Standard 6 - continued, missing features Texaco Houston, Texas
  • 18. 7. Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest means possible. ca.1927 Coale Building, Beaumont, Texas
  • 19. 7. Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall not be used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest means possible. Texaco Building Houston, Texas
  • 20. 8. Significant archeological resources affected by a project shall be protected and preserved. If such resources must be disturbed, mitigation measures shall be undertaken. Jefferson Davis Hospital, 1925, W. A. Dowdy architect Cemetery below hospital listed as a State Archeological Landmark in 1995
  • 21. 9. New additions, exterior alterations, or related new construction shall not destroy historic materials that characterize the property. The new work shall be differentiated from the old and shall be compatible with the massing, size, scale, and architectural features to protect the historic integrity of the property and its environment. Benjamin Apartments, Houston Union Transfer and Storage, Houston Now Vine Street Studios
  • 22. 10. New additions and adjacent or related new construction shall be undertaken in such a manner that if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired. New exterior stair towers, Jefferson Davis Hospital, Houston
  • 23. SCOPE OF DESIGN REVIEW Exterior •Material and ornament repair/replacement •Window repair/replacement •New or re-designed entries •New additions – attached, adjacent, rooftop •Site work, landscaping, new site construction
  • 24. SCOPE OF DESIGN REVIEW Interior • Repair/removal of ornamental features • Changes in floor plan/circulation features • Corridors, stairways elevators, auditoriums, theater spaces • Mechanical systems
  • 25. MELROSE BUILDING / LE MERIDIEN HOUSTON, TX COMBINED 20% FEDERAL AND 25% STATE CREDITS
  • 26. ALTO 211 DALLAS, TX COMBINED 20% FEDERAL AND 25% STATE CREDITS MEDICAL TOWERS HOUSTON, TX UNDER CONSTRUCTION - COMBINED 20% FEDERAL AND 25% STATE CREDITS
  • 27. HOUSTON BAR ASSOCIATION BUILDING HOUSTON, TX UNDER CONSTRUCTION - COMBINED 20% FEDERAL AND 25% STATE CREDITS
  • 28. POE MOTORS SAN ANTONIO, TX COMBINED 20% FEDERAL AND 25% STATE CREDITS
  • 29. STOWERS BUILDING / ALOFT HOUSTON, TX COMBINED 20% FEDERAL AND 25% STATE CREDITS
  • 30. TEXACO / THE STAR HOUSTON, TX COMBINED 20% FEDERAL AND 25% STATE CREDITS
  • 31. MARIA BOSWELL FLAKE HOME FOR OLD WOMEN HOUSTON, TX COMBINED 20% FEDERAL AND 25% STATE CREDITS
  • 32. 806 MAIN / JW MARRIOTT HOUSTON, TX PARTICIPATED IN 10% CREDIT
  • 33. E.S. LEVY BUILDING GALVESTON, TX COMBINED 20% FEDERAL AND LITC CREDITS 1895 E.S. Levy building, Galveston Charles W. Bulger, architect. Department store and professional offices 2001, ground floor commercial and residential rental above
  • 34. JEFFERSON DAVIS HOSPITAL / ELDER STREET LOFTS HOUSTON, TX COMBINED 20% FEDERAL AND LITC CREDITS
  • 35. OLD WACO HIGH SCHOOL / LOFTS AT WACO HIGH WACO, TX COMBINED 20% FEDERAL AND LITC CREDITS
  • 36. ST. ELIZABETH’S HOSPITAL HOUSTON, TX PLANNING - COMBINED 20% FEDERAL, STATE 25%, AND LITC CREDITS
  • 37. HISTORIC TAX CREDITS & TAX REFORM Anna Mod Director, MHA Southwest MacRostie Historic Advisors LLC
  • 38.
  • 39. HOU downtown post office Houston Post 505 E Travis 712 Main – Gulf Building 711 Milby 812 Main 902 Commerce 2720 Leeland 5901 Griggs Baker Hotel Bellville Turnverein Beth Yeshurun Chase Tower – Amarillo Driskill Coca Cola St. Anthony’s Plaza Hotel – El Paso Fisk – Amarillo La Colombe d’Or Magnolia – Houston Magnolia – Dallas Star Engraving Sampson Lofts 723 Main
  • 40. ca.1927 Coale Building, Beaumont, Texas COALE BUILDING BEAUMONT, TX 20% FEDERAL CREDITS