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Item J3 J3 BOARD OF COUNTY COMMISSIONERS COUNTY of MONROE �� i Mayor Holly Merrill Raschein,District 5 The Florida Keys Mayor Pro Tern James K.Scholl,District 3 Craig Cates,District 1 Michelle Lincoln,District 2 ' David Rice,District 4 Board of County Commissioners Meeting August 21, 2024 Agenda Item Number: J3 2023-2757 BULK ITEM: Yes DEPARTMENT: Planning & Environmental Resources TIME APPROXIMATE: STAFF CONTACT: Emily Schemper, Senior Director of NO Planning and Environmental Resources AGENDA ITEM WORDING: Approval of(i.e., Confirmation and Acceptance of Receipt of) the Final Product Received from Archaeological& Historical Conservancy, Inc. (AHCI), Consisting of an Update to the Tavernier Historic District Preservation Guidelines Prepared by AHCI, Pursuant to a Contract with AHCI and a Small Matching Grant from the State of Florida - Department of State - Division of Historical Resources (Grant No. 24.H.SM.100.003). ITEM BACKGROUND: OVERVIEW The purpose of this memorandum is to provide comments, recommendations, and concerns related to a proposed update to the Tavernier Historic District Preservation Guidelines (existing adopted guidelines were approved by the Monroe County Board of County Commissioners pursuant to BOCC Ordinance No. 019-2005), which was prepared by Archaeological & Historical Conservancy, Inc. ("AHCI"), pursuant to a contract for said update work product entered into with Monroe County on September 14, 2023. The contract is funded by a Small Matching Grant from the State of Florida, Department of State, Division of Historical Resources (Grant No. 24.H.SM.100.003). BACKGROUND Pursuant to Monroe County Land Development Code("LDC") Section 130-128: • The purpose of the Tavernier Historic District Overlay is to implement the policies of the Comprehensive Plan and Tavernier Creek to Mile Marker 97 Livable CommuniKeys Master Plan ("LCP") to protect the historic resources of the community and to encourage development that is sensitive and compatible with the historic character of the Tavernier Historic District as identified through the Tavernier Creek to Mile Marker 97 LCP. 1894 • The Tavernier Historic District Preservation Guidelines are hereby adopted by reference and declared part of this chapter [LDC Chapter 130] . Within the overlay district, the county historic preservation commission shall review new development, remodeling or redevelopment of uses permitted as of right and uses requiring a minor or major conditional use permit, based on the Tavernier Historic District Preservation Guidelines. • The Tavernier Historic District Preservation Guidelines may be amended by resolution of the BOCC upon recommendation of the Planning Commission and the Planning Director. REVIEW The Monroe County Planning & Environmental Resources Department ("Department") professional staff have reviewed the document titled `Tavernier Historic District Preservation Guidelines' prepared by AHCI and initially provided for review via e-mail on May 5, 2024, with revised versions provided on June 13, 2024 and June 27, 2024. In accordance with LDC Section 135-6, except as provided herein, a building, moving, or demolition permit, or any other development order, shall not be issued for a designated historic property or property within the Tavernier Historic District Overlay, until a certificate of appropriateness is awarded. A certificate of appropriateness is not required for the issuance of any building permits for interior improvements to a designated historic property or property within the Tavernier Historic District Overlay unless the interior of the property is cited as significant in the property's designation resolution. Within the Tavernier Historic District Overlay, contributing structures, noncontributing structures and new buildings shall require a certificate of appropriateness as if they were a designated historic property, and shall be reviewed by the Planning Director or the HPC, as required, based on the Tavernier Historic District Preservation Guidelines... It should be noted that currently, in accordance with LDC Section 135-6(b), a regular certificate of appropriateness is required for ordinary repair and maintenance that requires a building permit, except as provided for in subsection (a)(2) of this section.A regular certificate shall be issued for any work that will, to the satisfaction of the Planning Director, not change the appearance of the building, structure, or object, or is provided for in subsection (a)(2) of this section. The owner of a property who desires a regular certificate of appropriateness shall file an application with the Department, on a form prescribed by the Planning Director. Upon the receipt of a complete application for a regular certificate of appropriateness, the Planning Director shall approve the application, deny it, approve it with conditions, or pass the application on to the HPC for further review. If the decision is to deny or pass the application to the HPC, the Planning Director shall notify the owner of the decision by certified mail. A denied application shall include an explanatory statement of the Planning Director's basis for his decision. The Planning Director's decision may be appealed pursuant to Section 102-185. 1895 Currently, this process is accomplished by Monroe County Planning & Environmental Resources Department professional staff concurrently with building permit application review. Department professional staff rely upon the Tavernier Historic District Preservation Guidelines (hereafter, "guidelines") as the basis for review of proposed work requiring a regular certificate of appropriateness. The update to the guidelines prepared by AHCI through this grant funded contract is not at this time ready for land development regulation ("LDR") implementation on the basis that they do not appear to at this time furnish sufficiently specific notice and predictable guidance regarding development/work that would be and that would not be compatible as applied to both contributing and non-contributing structures. As the updated guidelines prepared by AHCI are at this stage more informational than prescriptive or predictively descriptive, the updated guidelines prepared by AHCI would not at this time improve upon the existing LDR-implemented guidelines for purposes of reference and administration by the Planning & Environmental Resources Department professional staff, the Monroe County Historic Preservation Commission, and the community regarding determining the compatibility of proposed development/work through certificates of appropriateness. The Monroe County Planning Commission reviewed the updated guidelines prepared by AHCI at the Planning Commission's regularly scheduled public meeting held on July 27, 2024, and voted to recommend for the BOCC not to at this time implement through the LDRs the guidelines prepared by AHCI in their current form. Monroe County Planning and Environmental Resources Department professional staff recommends BOCC approval of(i.e., confirmation and acceptance of receipt of) the final product received from AHCI, consisting of the subject comprehensive update to the Tavernier Historic District Preservation Guidelines, in accordance with Section 7.2.1, Article VII, of the Board's contract with AHCI and the small matching grant from the State of Florida - Department of State - Division of Historical Resources (Grant No. 24.H.SM.100.003). Monroe County Planning & Environmental Resources Department professional staff can continue to work with the Historic Florida Keys Foundation ("HFKF") to potentially edit the guidelines prepared by AHCI into a more readily implementable and/or administrable format that accomplishes the goals of promoting resilience, compliance and consistency with the Land Development Code and Comprehensive Plan, and provides stable, predictable rules and/or standards necessary for consistent regulatory reviews, for future BOCC consideration. PREVIOUS RELEVANT BOCC ACTION: On February 16, 2005,the BOCC adopted the Livable CommuniKeys Master Plan Tavernier Creek to Mile Marker 97 as part of the Monroe County Comprehensive Plan. On August 17, 2005, the BOCC adopted Ordinance No. 019-2005, which amended the text of the Monroe County Land Development Code(LDC) to create the Tavernier Historic District Overlay and amended the text related to Certificates of Appropriateness, adopted the Tavernier Historic Preservation 1896 Guidelines by reference, amended the Land Use District Map to designate the Tavernier Historic District as the Tavernier Historic District Overlay, established the Tavernier Historic District Overlay and adopted standards and guidelines for the review of development projects, added definitions and provided for certificates of appropriateness for certain development within the Tavernier Historic District. The Monroe County BOCC has entered into a small matching grant with the State of Florida, Department of State, Division of Historical Resources, grant number 24.h.sm.100.003, for the Project "Design Guideline Update for the Tavernier Historic District and Publicly owned Historic Structures in Unincorporated Monroe County portions of Unincorporated Monroe County". On September 14, 2023, the BOCC entered into a contract with the Archaeological & Historical Conservancy for professional services to update the Tavernier Historic Architectural Design Guidelines written in 2005 to meet current conditions which shall include but not be limited to integration of the Land Development regulations, incorporating the recently approved staff approval matrix, and promoting wind and water damage while protecting the historic integrity of the community. INSURANCE REQUIRED: No CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATION: Professional staff recommends BOCC approval of(i.e., confirmation and acceptance of receipt of) the final product received from Archaeological& Historical Conservancy, Inc. (AHCI), consisting of a comprehensive update to the Tavernier Historic District Preservation Guidelines prepared by AHCI, in accordance with Section 7.2.1, Article VII, of the Board's contract with AHCI and the small matching grant from the State of Florida - Department of State- Division of Historical Resources (Grant No. 24.H.SM.100.003). DOCUMENTATION: Contract Final Product Small Contract -A H Conservatory 10.24.2023-1.pdf Planning Department Staff Report FINANCIAL IMPACT: N/A 1897 a „ireM / `rl �l��//iNdrrr „ 0 r'� s pM Jf I r � Au� a sm ( !t xx MR a,u „ II�VII�➢III,IIIIIII�II��NII��'i��V'�i��N11� ��(��4��1�K((�4��1��S�S�(��I��%��I��ll. � � / � uKp , � 6 1 Fw.X XA +�� ,� dp � t '�N�7 ✓�i 7t��y✓w^rn,r �� Wx "&,� � r �' �Ai� YN, W� rwr r rr'+ � p", x i w 7 ,✓,�Ox° a^�"" At M"J r. � Y I ,y �^ull✓"� �"'F fur JIB n, 2� r J' m � � m "f •'��' �� "�,�,ai�, �Jr � d /.^rPj,id t r 1 � �� ' /,/ i r ,rr�w+r�h � � lfIN �,� i w aurora j ,� �� ■was, ��w.„. a. a r WIC gig r , w. 1 From a Map ofEast and WestFloricki by Bernard Roman§",e1784. ' (Library of Congress) TAVERNIER HISTORIC DISTRICT PRESERVATION GUIDELINES 1898 MONROE COUNTY, FLORIDA: JUNE 2024 Prepared for: THE CITIZENS OF TAVERNIER AND THE FLORIDA KEYS With the Assistance of: MONROE COUNTY, FLORIDA BOARD OF COUNTY COMMISSIONERS Mayor: Holly Merrill Raschein • Mayor Pro Tem: Jim Scholl Commissioners: Craig Cates • David Rice • Michelle Lincoln PLANNING COMMISSION Commissioners: Ron Demes • Joe Scarpelli • George Nugent• Rosemary Thomas • Douglas Pryor• Christina Gardner Senior Director of Planning and Environmental Resources: Emily Schemper, AICP, CFM Planning and Development Review Manager: Devin Tolpin, AICP, CFM Senior Assistant County Attorney: Derek Howard, MA, JD HISTORIC PRESERVATION COMMISSION Diane Silvia, Preservationist, PhD. RPA Commissioners: Barbara Bauman • Brad Bertelli • Edward Blanco • Kate DeLoach • Brian Shea Prepared by: ARCHAEOLOGICAL AND HISTORICAL CONSERVANCY,INC. 4800 SW 64th Avenue,Davie,Florida 33314 archlgcl�bellsouth.net , r r� ftr wa""ufP"�f� P i `'�4 sf, MONROE COUNTY,FLORIDA: JUKE,2024 1899 TABLE OF CONTENTS I Introduction 1 11 Brief History of Historic Preservation 2 Early America 2 Monroe County 3 III Historic Tavernier 4 IV Using These Guidelines 10 V Architectural Styles and Distinguishing Features 13 VI Rehabilitation of Historic Buildings 16 Roofs 16 Exterior Finishes 19 Windows 25 Entrances/Porches 28 Storefronts and Signs 31 Site, Landscape, and Fences 33 ADA and Accessory Structures 35 Additions 37 Demolition by Neglect 40 New Buildings 42 V11 Archaeological Resources 45 Vill Adapting to the Environment 47 Flood Hazard 47 Sustainability 51 IX Preservation and its Financial Benefits 57 X Glossary 60 XI End notes/Bibliography 64 X11 Appendices: 67 1. Map of the Tavernier Historic District 67 2.The Secretary of the Interior's Standards 67 3. Guidelines for Commission Members 70 4. Monroe County Historic Preservation Commission Rules and Procedures 71 1900 I INTRODUCTION The Tavernier Historic District Preservation Guidelines prescribe the basic rules for development and property maintenance in the area known as the Tavernier Historic District as recommended by the Tavernier Livable CommuniKeys Plan (LCP). The Tavernier Historic District is bounded on the North by US Highway 1, on the West by the Tavernier Creek, on the South by the Atlantic Ocean and on the East by Mile Marker 92. Within the district there are more than 76 historic structures. These Guidelines should be used to guide development and redevelopment within the Tavernier Historic District. They are an instrument for the implementation of the rules for development within Monroe County's Comprehensive Plan and Land Development Code, and the Livable CommuniKeys Plan. The intent of the Guidelines is to provide guidance for the sustainability and evolution of the Tavernier Historic District to help preserve its cultural and architectural integrity. The Guidelines will provide principles used to regulate the appearance of new development as well as the rehabilitation and maintenance of historic structures to encourage regular maintenance, accurate restoration, and appropriate alterations or additions, in addition to work to be done on noncontributing structures. These Guidelines rely on the Secretary of the Interior's Standards for Rehabilitation and Guidelines for Historic Preservation as their foundation. A Certificate of Appropriateness is typically required to secure building permits in the historic district. a 1 �l >>��✓/D9Y110 � r i 9 YLrr/7l�� n J, 1"�t �JJNy91✓ �%*' � � � �I�I �8 , W 1�V NI U' 0 wx I rf1 ��wsor�" r�r t�f �l0� Nisi Aerial view of Tavernier in 1951(Historic Preservation Society of the Upper Keys/Jerry Wilkerson). Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 1 1901 II BRIEF HISTORY OF HISTORIC PRESERVATION HISTORIC PRESERVATION IN EARLY AMERICA Historic preservation in the United States began almost in tandem with the founding of the nation. In 1788, having mapped the prehistoric earthworks at the junction of the Muskingum and Ohio Rivers, Rufus Putnam planned the town of Marietta there to conform to the topography of what he saw as "evidence of an ancient history of the new nation." Long before the Mount Vernon Ladies Association saved George Washington's home in 1858, early Americans began to perceive historic structures "not solely as vessels of historical memory or metaphors for the past. They also saw them as real estate" and in so doing, "they made preservation a way of defining what should not be for sale...a strategy for making a moral economy."' m o o ._ m w 0 r ,g Via" by Henry Bowe is 184.6. THE ROUND AT MAttigT"m Public Domain, https://commons.wikimedia.org/w/index.php?curid=6927774 The first preservation law enacted in the United States was the Antiquities Act of 1906. It provided legal protection for cultural and natural resources of historic or scientific value on federal lands. It strove to avoid the loss of archaeological resources through heedless private collecting as exploration boomed during the continental expansion of the late 1800s. The National Historic Preservation Act of 1966 was enacted in response to widespread destruction of cultural resources by urban renewal projects in the mid-1960s. It established procedures for protecting historic and archaeological resources at the federal level and provides the model for state and local legislation. In 1976, the federal Historic Rehabilitation Tax Credit (HRTC or HTC) was established as an incentive for private capital to invest in rehabilitating historic buildings. Since then, the program has helped rehabilitate more than 48,293 buildings, created 2.67 million local jobs, and returned $4.9 billion to the Federal Treasury.2 Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 2 1902 HISTORIC PRESERVATION IN MONROE COUNTY Having fallen on hard economic times after the hurricane of 1926 and the stock market crash of 1929, Key West initiated the preservation of distressed structures using Federal Emergency Relief Administration funding in 1934. This program, initiated by the Federal Government and approved by the citizens was meant to transform Key West, a city dependent upon fishing, sponging, and turtling, into a tourist destination. In the late 1950's-1960's, the destruction of several historic buildings including the Convent of Saint Mary's and the near loss of the Geiger House resulted in public outrage and the beginning of the Preservation movement in Key West. The State of Florida Bureau of Historic Preservation, Division of Historical Resources established a satellite office in Key West and the Governor appointed members to the Historic Florida Keys Preservation Board as support. The Old Tavernier Town Association focused on preserving the historic character of their community and requested Florida's Historic Preservation staff to begin recording Tavernier's historic structures in 1983. A more extensive survey of historic structures throughout unincorporated Monroe County was completed in 2003. The data compiled in these studies was used for creating the Livable CommuniKeys Master Plan (LCP) for Tavernier Creek Bridge to Mile Marker 97. This was a coordinated effort by the Monroe County Planning and Environmental Resources Department and the community of Tavernier. This plan laid the groundwork for establishing the Tavernier Historic District, the development of design guidelines, establishing the Historic Preservation Commission for design review, and additional cultural resource surveys. With these accomplishments, unincorporated Monroe County met the State's requirements to achieve Certified Local Government (CLG) status. As a CLG, non-matching grants funded a detailed study of the Tavernier Historic District by Otten and Hyland in 2008 and the Monroe County Cultural Resource Assessment update by Carr et al. in 2016. A second assessment by Carr et al. in 2019 surveyed Conch Key, Duck Key, Indian Mound Estates, and several archaeological sites. ➢GM" f o r� `f Audubon House, photographed here in 1961,was constructed for John Geiger in the 1840s (State Archives of Florida/Marks). Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 3 1903 III. HISTORIC TAVERNIER 'L /r L w, / a r � /i/i// // U R"AY Mid-1930s Tavernier streetscape (Historic Preservation Society of the Upper Keys.) The place name Tavernier comes from its small oceanside island, named Caio de Tabanos or Horsefly Key as early as 1639.It was recorded as Cayo de Tivanos in 1763. By 1775 it was labeled on a chart as Key Tavernier'. Pioneer homesteaders developed the settlement of Planter, located several miles north of present day Tavernier. The heart of that community included the Bakers, the Lowes, and the Alburys, all from Abaco in the Bahamas. Although the Homestead Act of 1862 opened land in the Keys to the public, the land was not surveyed until 1872. By at least 1860, Benjamin Baker of Key West established pineapple plantations on Plantation Key and y� north of Planter' His � �� ' � n success in growing pineapples, tomatoes, � and melons inspired , the founding of the community of Planter. It 1, t r The Planter post office c1899(Historic Preservation Society of the Upper Keys). Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 4 1904 William and Robert Albury were the first to settle there from Abaco, followed in 1875 by Amos and Ada Lowe who arrived in a "storm-battered sailing ship." The site of the Lowe house at the southern tip of Key Largo became known as Lowe's Point. The Alburys lived just east of the Lowes, and the Sam Johnson family arrived next. The growing Bahamian population in Key Largo is reflected in the U.S. Census which lists sixty-one inhabitants in 1870,two hundred �� s in 1890, and three-hundred-fifty in 1900. r' it Planter was devastated by hurricanes in 1906 ''� 1 �� 1909 1910 and 1911 which contributed to a blight that destroyed much of the pineapple crop. Many of the settlers moved south to the ✓�,/� `' community of Tavernier which was tied to Flagler s newly constructed Over-Sea (now commonly called "Overseas") Railroad. The first post office in Tavernier was established on r,;; 1�fiti Jr March 9 1911, on land owned by Amos Lowe and Robert Albury. The population also shifted from the bayside to the oceanside of Key Largo toward the railroad right-of-way. Pineapples being transported on a sailboat, Florida Keys, c1890. (State Archives of Florida/Marks). "Planter" tended to refer to all of south Key Largo until construction of the Tavernier station by the Florida East Coast Railway in 1908. In 1909, the Planter post office closed. The following year, the Overseas railroad reached Key West, creating a fast track by train, ferry, and steamer between Jacksonville and Havana. Flagler's railroad and the , i SCALE OF STATW'rE MILES. � �a,n Derr pineapples � ale On Cuban lower tariffs he charged ed a 5 1!5 90 P PPleS them supplant the local " �r VQWTh produce' and Tavenler farmers had to grow other crops. They grew V , � ,b winter vegetables in r7l small gardens and had r �', 1, p ock WacrlamrF P groves of citrus and ,, r°� �� uWr,R gx0j tropical fruit trees such ! °'OrW"e "., � �, � � .; mUmior sC tl� P as date and coconut jjMAX�'P� palms, bananas, mangos r' a /1 guava and sapodilla. As ., ��'° �� ' , i truck farming expanded wa A , Omairy KW4aqn IIIN nri rmaMa '"" r u p u nwu M au�aU r Upper so did the population. Another consequence of A' ,�x TaK�+am�ticaµCwsww.u�4a 1 ,,% %r this abrupt revolution in �� transportation was the `' Lolig Section of a Florida East Coast Railway brochure showing stations and stops in the upper Keys (State Archives of Florida). Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 5 1905 growing value of Keys real estate. The Albury and Lowe children subdivided the family land and deeded lots to family members. The divisions between their lots became streets like Coconut Row, Lowe Street, Ocean Avenue, Tavernier Trail, Beach Road, and Sunrise Drive. The railroad and its successor,the Overseas Highway, also resulted in a reorientation of construction, especially public and commercial, to inland locations favoring access to the overland transportation. Architecture was influenced as access opened to new materials and techniques. Aiw .,wik� i. i .... / 4r ttt� U �yC J To dG�'� rmU l r Ark' i rr 1 r 4 Tavernier land boom, 1925(Historic Preservation Society of the Upper Keys). While most places went bust after the collapse of the Florida Land Boom, Tavernier acquired several new residents. Marvin Thompson and his brothers (arriving from Key West c1919); 011ie M. Woods, H. S. McKenzie, in the late 1920s; Cliff Carpenter in the 1920s-30s; Harry Harris, the Wilkinsons, and the Allens in the 1930s;the Killingsworth family and the Alleys in the late 1930s- 1940s. 011ie Woods was involved in numerous business and real estate ventures. He is noted for platting the 011iewood development which became Tavernier 2 Subdivision in 1929. "Mac" and Hazel McKenzie moved from Miami in 1928 and partnered with Woods to build the Standard Oil gas station. Mac built other structures that are now landmarks including the drugstore (the Copper Kettle restaurant) and the Key Theater (Tavernier Hotel). He provided the first electricity (mornings and evenings) to subscribers from a diesel generator. The Old Tavern Tea Room was already built when he arrived and his first job in Tavernier was managing it'. Cliff Carpenter worked with Mac McKenzie to build many of the houses in Tavernier that are now historic. He also had a farm on Plantation Key where he grew tomatoes and melons. A visit to Mable's Place, the restaurant owned by his sister in Key Largo, inspired Harry Harris to move to Tavernier. He started to work for McKenzie but soon inclined to politics, becoming county commissioner for a total of 28 years. He is associated with the historic homes at 114 Lowe Street and 122 Lowe Street. A monument was erected in his memory in Harry Harris Park. Doug Killingsworth had been a fireman in Homestead; he helped start the second oldest volunteer fire department in the Keys in 1934 using a hand-me-down pump from Key West towed by Eugene Lowe's pickup. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 6 1906 The Overseas Highway, initially State Road 4A, was a project that spanned the boom and bust. In 1919, the Miami Motor Club was looking for a way for sport fishermen to drive to Key Largo, realtors wanted access to the undeveloped Upper Keys, and locals had been lobbying for a road for tourists since 1895. A route through Card Sound was chosen, other sections of road followed, and by 1928 a highway had been completed between Homestead and Key West,with the exception of a 41-mile ferry trip between Lower Matecumbe and No Name Key. The drive to Tavernier in 1928 was over "a bumpy rock road" but it changed things in the Upper Keys even more than the railroad had. Weekend cottages proliferated, charter fishing became popular(Rodney Albury, Cliff Carpenter, and Eugene Lowe became charter boat captains) and farms gradually disappeared. 10 I�m Y�iui i" . . . muv�o�r��i��rrl�ill��/iii�9,ia, Tavernier conchs navigate the Great Depression. Harry Harris is seated at far left(State Archives of Florida). This uncommonly vigorous economy in Depression-era Tavernier was interrupted on Labor Day in 1935 by a devastating hurricane. But the disaster can be credited as being the impetus for the employment of reinforced concrete to counteract higher winds and the elevation of structures on piers or stilts to mitigate flooding. One early example in Tavernier is the Edward "Doc" and Alice Lowe/Red Cross House at 1 Ballast Trail. Doc had been a paramedic for the railroad, later settling in Tavernier. The Lowes moved into their house in 1935 as soon as it was finished. It was all- concrete, including the roof which drained into a cistern under the house. ,,d Left: Red Cross I� n "r House at 1 Ballast Trail. Right: Wilkinson House standing Iwt� on concrete r piers. f , Nif Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 7 1907 Another example is the Wilkinson House: Jack Wilkinson moved from Miami to the Planter area where he fished and collected marine specimens, living in a tent. He married Kay who left her family in Miami to join him. Their children were born in the tent. They moved to Tavernier and in 1951 built a wood frame house raised a full story above ground on concrete piers. The home seems modern because it influenced so many that have followed. P , 1 n I r li u�r, AN, Looking south at buildings that survived the hurricane,Tavernier 1935. Drug store and hotel at far left; railroad houses at far center; Captain Bob Comb's house,front right(State Archives of Florida). The Labor Day Hurricane destroyed 40 miles of track on the Overseas Railroad. Its right-of-way and bridges were sold to the State of Florida and Monroe County, with federal funding, built the second Overseas Highway in 1938. This version of the highway made auto ferries obsolete. It built a system of auto bridges on top of the former railroad bridges between Lower Matecumbe Key and Big Pine Key. It retained sections of the original road between Card Sound and Upper Matecumbe Key, and Big Pine and Key West'. The highway was modernized in 1944. The Tavernier segment was four-laned in 1966. Public utilities, headquartered at the Electric Co-op and the Aqueduct Authority in Tavernier, spread across the Keys in the 1940s. The 1935 New Deal-built hurricane shelter/public school became the Monroe County Health Department. Mac McKenzie was the first president of the Upper Keys Chamber of Commerce when it opened in 1947. By 1951, Tavernier and Islamorada were tied for the number of listings in the phone book: four times as many as the surrounding communities. Architecture continued to evolve, reflecting mid-century building trends. An example is the house at 163 Coconut Row,built in 1947, bought by John C. and Lois M. Stormont in 1973. The history- conscious Stormont couple were instrumental in forming the Old Tavernier Town Association and in raising the money to relocate and preserve the 1928 Merlin Albury House and the 1936 Methodist Church. The LCP for Tavernier Creek Bridge to Mile Marker 97 was a coordinated effort by the Monroe County Planning and Environmental Resources Department and the community of Tavernier. This plan laid the groundwork for establishing the Tavernier Historic District and recommended drafting design guidelines according to the goals outlined in the LCP: Goal One: direct future growth to lands that are most suitable for development, prevent sprawl into less developed areas and encourage preservation of environmentally sensitive lands. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 8 1908 Goal Two:preserve and protect the qualities of neighborhoods between Tavernier Creek Bridge and Mile Marker 97 its small town unique character, lush natural environment and water orientation. Goal Three:define, maintain and enhance the community character from A0491 to NIM93.S, and Goal Four:protect and enhance historic, cultural and archeological resources within Tavernier to maintain the integrity of the community's unique character. An effort was made to nominate Tavernier's Historic District for listing in the National Register of Historic Places but the nomination was rejected by the State of Florida. In 2005, Monroe County approved landmark designation for the District. Local designation, it should be noted, provides greater protection to cultural resources than does a National Register listing. i - frfIN ,3piea:fi ,sl'J'ttM:'R1"IflW I^ Left: Merlin Albury House at its current location on the Overseas Highway. Right:the Methodist Church as the Tavernier Masonic Lodge in 1965 before being relocated (Historic Preservation Society of the Upper Keys). y� n,1,1 1 n �!Ifi,�I�N4W9NNfIV � ��q��f��f „fir 2 i ( �� t F r /ll ✓ ii /✓ r I'i✓, �,: / /1' �// fill / ✓%i/�i/%��f 9 i y � ✓ / ,/lei✓ �/ �. 1/ 1 ✓/i f1//�i %/✓✓�J/i/� ;�' 1 ilp+r;,l�xir�✓lei/%/// ,1 i /;, / Ili f ;�r °'' 11/`/ruin /if✓31 Ir Built in 1947,this house was bought by pioneering preservationists John and Lois Stormont in 1973. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 9 1909 IV USING THESE GUIDELINES r, I^ u �I Y i 'lull�uuuul 'iiV�� Y � iuu i III e III III I w CC99 �� ^:rl II III ^�VV RI�� III Y. i i Tiavcrniamr hRlsh.nc Distda us I mil.m'arkxs f / Tavernier Historic District(Monroe County Planning& Environmental Resources GIS 3/8/2024). Your historic district stabilizes and improves property values, maintains the historical integrity of the community, and promotes civic pride. By stimulating cultural tourism,it supports the economy of Tavernier and the Florida Keys. See Chapter IX of these Guidelines for a discussion of financial benefits available for rehabilitation projects. These guidelines will help determine what repairs and improvements can be made to a property within the Tavernier Historic District—whether the property contributes to the character of the historic district or not. The following steps should help you preserve the historical characteristics of Tavernier by facilitating the rehabilitation and preservation of contributing structures, the appropriate redevelopment of structures, and the appropriate construction of new buildings. Step 1. These guidelines apply to all structures within the district whether Contributing or Noncontributing: determine which category applies to your property. Step 2. Determine what work needs to be done to your property and whether a repair is possible. Repair and maintenance is always the preferred treatment. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 10 1910 Step 3. If an architectural feature can't be repaired, consult the following chapters of the Guidelines to determine a compatible replacement. Contributing structures: a replacement should match the historic feature in size, shape, material, and mechanism if operable. Step 4. Some projects, such as elevating a structure, may require HPC review. Consider whether your project will benefit from any recommended environmental adaptations. Refer to Chapter VIII of these Guidelines. Step 5. Apply per the rules in LDC Chapter 135, Section 6 (a), (b), and (c) for either a Regular or Special Certificate of Appropriateness (COA)according to your project type. See the COA Approval Matrix below to determine which certificate is needed. Include with the application photos of your property from the roadway, photos of adjacent properties, closeups of the project area, and illustrations of any manufactured products to be used, such as roofing, shutters, doors, and windows. Include any additional attachments per the checklist on each application. You should avoid purchasing materials or products in advance because permits may come with conditions that pertain to those items or their installation. Permits may have other provisions that affect the overall scope of work. Work done to a contributing property or structure or any noncontributing property or structure and new buildings within the Tavernier Historic District requires a certificate of appropriateness and must be in accordance with the following table. COA APPROVAL MATRIX Certificate of A propriateness Approval Matrix Work to be Done Contributing or Regular Special Noncontributing Certificate(a) Certificate property/structure within Tavernier Historic District Accessory Structure Contributing;Noncontributing — X ADA Improvements Contributing — X ADA Improvements Noncontributing X — Awning Contributing — X Awning Noncontributing X — Decks,Porches,or Patios Contributing;Noncontributing — X Demolition of Principal Structures Contributing(b); — X Noncontributing Demolition of Accessory Structures Contributing(b) — X Demolition of Accessory Structures Noncontributing X — Docks,Boat Lifts,and Dock Structures Contributing;Noncontributing X — Door Replacement Contributing — X Door Replacement Noncontributing X Driveways Contributing;Noncontributing X — Energy Saving Devices(for example, solar Contributing;Noncontributing — X devices),Visible from Street Energy Saving Devices(for example, solar Contributing;Noncontributing X devices),Not Visible from Street Elevation of Structures Contributing;Noncontributing — X Fences,Walls,Gates Contributing;Noncontributing X — Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 11 1911 Landscape Features(for example,fountains,or Contributing;Noncontributing — X arbors)Visible from Street Landscape Features(for example,fountains,or Contributing;Noncontributing X — arbors)Not Visible from Street Mechanical Equipment Including Pad or Contributing;Noncontributing — X Stand,Visible from Street Mechanical Equipment Including Pad or Contributing;Noncontributing X — Stand,Not Visible from Street Pools Contributing;Noncontributing — X Roof Repair/Replacement Contributing;Noncontributing X — Shutters Contributing — X Shutters Noncontributing X Signs Contributing;Noncontributing — X Window Replacement Contributing — X Window Replacement Noncontributing X — General Note: The Planning Director may refer any application to the HPC for review. (a)Work to be done that is located within the Tavernier Historic District and is eligible for approval by regular certificate of appropriateness per this matrix shall be reviewed per the Tavernier Historic District Preservation Guidelines. Work to be done that is inconsistent with these guidelines shall require a special certificate of appropriateness. In accordance with subsection 135-6 d . RECOMMENDED ADDITIONS/REVISIONS TO COA APPROVAL MATRIX Pools and pool decks not visible from the Contributing;Noncontributing X — street Pools and pool decks visible from the street Contributing;Noncontributing — X New Construction — X Additions Contributing;Noncontributing — X Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 12 1912 V ARCHITECTURAL STYLES AND DISTINGUISHING FEATURES Tavernier has examples of several architectural styles that are typical of structures built in South Florida between the 1920s and 1960s. These include Frame Vernacular, Masonry Vernacular, Commercial Vernacular, Minimal Traditional, and Mid-Century styles. Few examples survive from the late pioneer period (1865-1920). Many of the remaining buildings are later in date and connected to the rise of tourism and increase in population after construction of the Overseas Highway and in the Post-war boom. Most the structures in the historic district represent domestic architecture. The few commercial buildings cluster along the Overseas Highway. FRAME VERNACULAR Vernacular buildings represent the AA, , typical method of construction used by pioneers in South Florida. Vernacular architecture is ordinary architecture. It does not adhere to a '� particular school of design and is not � architect driven. The builder's experience coupled with local material creates a useful and practical building. Frame vernacular structures are framed in wood. In Tavernier the are usually rectilinear in form and ;f noted for their simplicity. Frame Vernacular Built on foundations of masonry or stone piers they can be one, one and a half, or two stories in height, and often have a raised front porch. Exterior walls are faced with vertical board and batten, or horizontal clapboard. Early examples of this style have gabled or hipped roofs. Although many original roof coverings were wood, metal, or asbestos shingles, most have been changed to composition shingles or sheet metal. Windows are typically double hung sash and doors are simple, sometimes with a glazed panel. Oolitic limestone trim, chimneys, exposed rafters, and brackets are the only common decoration in this style. Attic louvers are common but are not there for decoration. MASONRY VERNACULAR Masonry Vernacular was also a common form of construction in South Florida and the Florida Keys. Nationally, brick was used in this style of construction, but the scarcity of brick in Florida limited its use. Hollow clay tile, oolitic limestone, and concrete block were the most common types of material used locally. Structures are both symmetrical and asymmetrical with some variation due to the arrangement of interior spaces. Roofs may be gabled and hipped with composition shingles or flat and parapeted. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 13 1913 a Many shingled roofs have been re-roofed with sheet metal. Windows traditionally were double hung sash or casement aluminum awning and jalousie windows proliferated in the ,- I� 1940s and 1950s. Nearly all the masonry vernacular buildings in Tavernier are commercial rather than residential buildings. a Masonry Vernacular COMMERCIAL VERNACULAR Early commercial buildings built along the Overseas Highway in Tavernier were masonry vernacular structures. The prototype for several ✓�'��' � of those that had parapeted roofs was probably the Old Tavern Tea Room possibly built b r 011ie Woods, where "Mac" Mckenzie first worked when he came to Tavernier. He went on t %� to build the adjacent theater which soon became the Keys Hotel, later known as the Tavernier Hotel, the drugstore, and many other now historic Tavernier buildings. IRS a Commercial Vernacular MINIMAL TRADITIONAL During World War 11 most of the construction of domestic architecture in the United States came to a halt because of the lack of building supplies. When the war ' � ended and building resumed many of the historical ',tit precedents of earlier styles were largely abandoned. Instead, builders simplified forms building small practical houses for returning service men who bought housing under the GI Bill. Many of these houses have a front facing gable roof and few decorative ornaments. Roof pitches are low and eaves are close. These houses are built of a variety of materials and were popular as tract housing throughout the late 1940s and early 1950s. Minimal Traditional Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 14 1914 MID-CENTURY MODERN Mid-Century Modern is an architectural style that generally reflects modern development in the middle years of the twentieth century. Although the term first appears in the 1950s, a further investigation shows that the period of importance for these designs is from 1933 to 1965. An American interpretation of the International and Bauhaus movements, it is generally simple in form, often geometrical, related to nature, and having ample windows and open floor plans. It may incorporate built-in planters, stucco reliefs and arches, breezeways, and intricate metal sun grilles. One of the few examples of this style in historic Tavernier is pictured below. �N�I✓ N F Mph '� � ' P rr 14 �' 61� �onrr"¢��rX��✓ Y i1�� r�t � � � N�i p r� ilr liv dad fP1, .; m^ , q it »,w •r Mid-Century Modern Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 15 1915 VI REHABILITATION OF HISTORIC BUILDINGS There are four approaches to the treatment of historic buildings recognized by The Secretary of the Interior's Standards for Rehabilitation and Guidelines for Historic Preservation: Preservation, Restoration, Reconstruction, and Rehabilitation (detailed in Appendix II). Rehabilitation is the technique of preserving a property's historical character while making the changes that may be needed to repair, stabilize, update, or adapt it to a new use. The Standards for Rehabilitation will be the most useful tool that residents of the Historic District can use as they approach the task of repairing or altering their contributing property and they are the focus of these Guidelines. The Standards were originally published in 1977 and revised in 1990 as part of the Department of the Interior regulations (36 CFR Part 67, Historic Preservation Certifications). They pertain to historic buildings of all materials, construction types, sizes, and occupancy and encompass the exterior and the interior of historic buildings. The Standards are to be applied to specific rehabilitation projects in a reasonable manner, taking into consideration economic and technical feasibility. The Secretary's Standards are the standards most often used by local historic district commissions nationwide. ELEMENTS OF A HOUSE T Standards of rehabilitation are ( ABLE) " --- r- �tTRI°R Fitvis analyzed below according to the ' (WOOD SIDING) Owe basic elements of residential and WINDOW(SASH) EAVI commercial structures found in ... � the Historic District. Rodney PORCH ROOF (SHED) RAFTER TAIL Albury's house provides a good example of a frame vernacular MAIN DOOR � a house that has many of its °°o PANEL) COLUMN r (WOOD POST) typical elements. These are the PORCH elements that in variation and (WOOD FRAME) � � FOUNDATION combination will characterize (MASONRY PIER) the style or type of construction of your building. Rodney Albury on his porch in Planter,c1900(State Archives of Florida). ROOFS RIDGE- �... ROOF SLOPE ,poi If we think of a building as divided into three basic � i g BODY sections, we can see that the roof is the most VALLEW . important insofar as it shelters the other parts of the 1 Asr building. 1 � 111� a .' 00 r��l o- 000 Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 16 1916 Common roof types4 GABLE CLIPPED GABLE CROSS GABLE GABLE ON HIP or JERKIN HEAD HIP HIP ON HIP PYRAMID GAMBREL GULL WING FLAT PARAPET SHED or BUTTERFLY Roofs often have secondary structures— such as dormers, cupolas, steeples, vents weather vanes, skylights—and chimneys. 6 Roof Recommendations DORMER on GABLE (All below apply to both Contributing structures and Noncontributing structures except for items 1 and 4.) 1. Identify your roof s shape, material, and its character-defining trim and other features. Preserve these features and avoid adding new features or structures that would change the roof s appearance. 2. Clean gutters and downspouts often. Replace deteriorating flashing, shingles, and fasteners carefully and inspect for water intrusion. Protect leaking areas while waiting to make repairs. 3. Repair a roof s historic materials whenever possible. If a section needs to be replaced, use the same kind of material/If an original material is not available, substitute a compatible material, for example a replica metal tile for an original, a modern composite shingle of the same color and texture for an original, a modern clay tile of similar shape and color for an original. 4. Reconstruct a missing feature using historical documentation and make sure it is compatible with the building. Avoid removing a historic feature or secondary structure without replacing it. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 17 1917 5. Locate new mechanical equipment, solar panels, skylights, etc., out of public view. Place them where they do not block or obscure character-defining features. 6. Preserve structural components and decorative features when replacing a roof. Insure that the correct structural components are properly installed and remain in sound condition. 7. Parapets: when replacing a flat roof that has a parapet, avoid altering the appearance of the parapet with metal flashing or a cap that will be visible outside the building. 8. Composition Shingles: choose white or lighter colors for energy efficiency when replacing shingle roofs. 9. Metal Roofs: for new roofs use a corrosion-resistant product: aluminum would be the first choice, Galvalume a more affordable second (saltwater will shorten its normal life but it will last longer than galvanized.)Use unpainted metal.Near the waterfront,prefer a standing seam, double- folded profile with concealed clips. Avoid exposed fasteners. Rinse your roof frequently for longer life. Build a new or reconstructed roof at a minimum slope of 3:12 to let the roof drain freely. 10. Clay Tile: An existing clay tile roof may be rehabilitated or replaced if destroyed by natural causes but clay tile is not recommended for Noncontributing structures or New Buildings. Additions to Noncontributing structures as well as New Buildings must use typical roof types and materials as listed above. Addition roofs on all buildings should be nondestructive of the main roof. 11. Flat Roofs: are not recommended for residential buildings. New commercial buildings may have flat roofs with parapets of between 2 and 4 feet higher than the roof. Common Roofs and Materials 4 '�"1N uw ya JY �.� �' " , ➢i p. I I� � �� v�� pt �� ,, l ,' u Clay tile Stamped metal shingles Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 18 1918 I Composition shingles 5v crimp sheet metal �y2 A t, Y � r �""" �/i/ ..",iaiiiioi�ror�oa�/eiri�ri.�vor�riiraararai�,rrv�na Nra;rouirwnrrNnnalrf�mmmmo�«rrrrfrlrrrrtrrlma0�//G0��6��'�''�Gc%��oi��r.. Flat roof Standing seam sheet metal EXTERIOR FINISHES Exterior finishes include the fabric that clads a building and the building's trim or finishing touches. Finish materials commonly found in Tavernier are masonry (brick, stone, concrete, stucco),wood, and metal. Trim and finishing touches can include door and window brackets. The following comments apply to both Contributing and Noncontributing structures except as noted. Masonry P Brick is uncommon in the Tavernier Historic District and in the Florida Keys generally. It is more likely to be found as a building material in a chimney, which also is rare in the Keys. The important thing to remember is that brickwork should be cleaned gently, pressure clean on low with water and mild detergents. Chemicals are harmful. Repair loose mortar by hand. Make repairs only where and when they are necessary. A rare brick chimney. Historically, a lime-based cement that bonded easily to brick and stone was used as masonry mortar. It was weak, soft, and flexible and let water vapor pass through the mortar j oints, allowing the walls to breathe. Portland cement, a mixture of limestone, clay, and additives became popular in the early twentieth century because it was stronger and harder and cured faster than traditional mortars, which it soon replaced. But a building is dynamic: it has thermal, moisture, and wind stresses that can cause damage if not relieved, which is what happened over the years to buildings using Portland cement. Therefore it is recommended that original mortar be analyzed and repaired with a "natural" cement that matches the original chemistry, physical properties, and aesthetics. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 19 1919 Stucco over concrete block is far more common. It should be repaired by patching with a stucco that matches the existing material in chemical composition, strength, coarseness, thickness, color, and surface texture. Repair a stucco feature if parts are missing or duplicate it if entirely missing. The stucco's texture should be replicated in places where repair is needed. � ,1lri 1 r �fn,�rlt rt yiariioi YL -r Masonry finishes:stucco over a wood frame house.A masonry chimney and a painted block outbuilding. Stone either native oolitic limestone ore coquina, is found in the Historic District more frequently as a decorative feature than as a structural element. Like brick 's stonework should be cleaned with care and not subjected to sandblasting or high-pressure washing. Unpainted brick r and stone elements, those surfaces should not be painted or treated with w_„�� sealant but left bare to naturally breathe. `�� a A !� v �rur •qv� �� w �u �m � � e r;�li�i �� IYu✓, W�I��` � � ^ � P,�s � a K aP , Oolitic limestone wall,chimney,and foundation cover examples. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 20 1920 Abrasion "cleans" by eroding dirt or paint but it also erodes the surface of the building, causing irreparable physical and aesthetic damage. It can wear away mortar joints and remove the natural protective surface or patina of a masonry wall,increasing its exposure to weathering.It can destroy decorative detailing on molded architectural features, ornamental carving on stone or wood, and evidence of historic craftsmanship or any woodwork that has been hand planed, milled, or carved. All historic surfaces should be cleaned with the gentlest means possible. Water-repellent coatings or sealers are intended to keep liquid water from penetrating the surface while allowing water vapor to enter and leave. They are usually transparent but may change the appearance of some types of masonry. They partially penetrate the surface and as a result are nearly impossible to remove. Waterproof coatings, including elastomeric paints, seal the surface from all moisture. They may work until water enters from elsewhere and then it will not be able to escape. Moisture-related problems are usually leaky roofs and gutters, missing mortar, or cracks and open joints around doors and windows. If a historic building is kept in good repair, water-repellant coatings should not be necessary; waterproof coatings should never be used above grade. Noncontributing structures: stucco is acceptable but its use must be reviewed on an individual basis. Chimneys may be acceptable if they are compatible with the character of the District. New buildings: should use traditional materials, no aluminum or vinyl siding. The use of stucco and fiber cement fabrics must be reviewed on an individual basis. Chimneys may be acceptable if they are compatible with the character of the District. Wood Wood is the most common building material and also the most common material for decorative features which are often displayed on the porch. The house with the stone foundation cover pictured above is a case in point: the square posts with base and cap, the balustrade with its lathe- turned balusters, the exposed rafters, the functional/decorative shutters, and the picket fence. Wood siding itself is a feature and comes in a variety of profiles' and is the most typical exterior fabric in the Historic District. It is the recommended fabric for additions to Noncontributing structures and for new buildings. Non-historical materials offered in the guise of convenience such as aluminum, vinyl, or fiber cement should be avoided. Wood trim should be retained and replaced in contributing structures. In Noncontributing structures and New Buildings brackets are allowed provided that they do not create a false sense of historical development. In all structures, brackets should be functional features. They should not be unnecessarily frilly and should not be there solely as ornaments. Teardrop or Cove Cut Lap Double Ogee or Drop Clapboard Beveled Dolly Tongue& Shiplap Channel Rounded V-Rustic Board& Batten Varden Groove Rustic Drop Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 21 1921 Wood features that reveal a building's history can be found in surprising places. Original features found in some buildings can be clues to the age of those features in others: research that can help in making accurate restorations and reconstructions. � iYY 1 ,b �� i✓ r`�✓ , lr i�a �"(+ " er rl i �l i Y 1IO�IG Old Tavernier Post Office:first floor g 'g ceiling signed by Robert Harold Albury. Y �1 i 6 is��, i � Y �s��✓; Left:door and brackets are obvious alte rations. Front porch of Old Tavernier Post Office. Above: paint spatter over original Dade County pine wall. Recommendations (All of the below recommendations apply to both Contributing and Noncontributing structures except for items 3 and 4.) 1. Match the existing historic wood siding when repairing or replacing it. Stagger the new with the old such to blend them. 2.Paint cut ends of replacement boards before installing them. Use an appropriate varnish or sealer on parts of a building that are normally unpainted, such as the ends of exposed rafter tails. Remove paint on an existing surface only when it has to repainted; remove the paint carefully by hand, using chemical stripper, when necessary. Avoid the use of sand- or water-blasting or torching to remove original painted surfaces. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 22 1922 3.Repaint repairs and replacements with matching colors. Paint a building in colors suitable to the building and the Historic District. Stripping a painted or varnished surface to bare wood without refinishing it is not recommended. 3.Identify your building's character-defining wood features and photograph and measure them for future reference. 4.Repair a historical feature whenever possible, as opposed to replacing it. Avoid replacing an old or introducing a new feature that has no historical precedent or is incompatible in scale, material, or color. For example, the fancy brackets and oval door on the front porch of the Old Tavernier Post Office as shown above. 5. Reconstruction: If replacement or reconstructing it is necessary, avoid using new materials to give it a new look, as opposed to retaining its historical characteristics. Asbestos siding is safe if left in place undisturbed. Removal, if necessary, should only be done by a certified professional. 6. Deterioration: periodically inspect for and promptly treat deterioration, such as leaks in gutters or flashing, cracks in wood surfaces, and crumbled caulking. Correct the causes and effects of insect and fungus damage as soon as it is detected. Trim vegetation so that it does not touch the building and insure that water does not collect on wood surfaces. All surfaces should drain freely. e / ��(��;wrworrw:ww m,w .,, iii,✓.r�.,,,i,,..n/rill/I�GY� � f�� 1�i" ?", ii, � ��. I �� ;. Wooden leaf shutter;ornamental brackets. Exposed rafters in the old Methodist Church. 7. Shutters: Retain existing shutters and repair deteriorated existing shutters with cedar, cypress, or treated pine. Noncontributing Structures: Top- or side-hinged shutters comparable to those typical of the Historic District, as pictured in many places above and below, are recommended if they are compatible with the historical character of the district. Other types are permitted but must be reviewed on an individual basis. Also see the section on Windows below and Chapter VIII under Sustainability below. New Buildings: Top- or side-hinged shutters comparable to those typical of the Historic District, as pictured in many places above and below, are recommended if they are compatible with the Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 23 1923 historical character of the district. Other types are permitted but must be reviewed on an individual basis. Also see the section on Windows below and Chapter VIII under Sustainability below. Metal The use of architectural metal is rare in the Tavernier Historic District. Common uses include doors, window frames, balustrades, secondary roof structures and trim, shutters, signage, and miscellaneous hardware. Many of the above recommendations apply. Miscellaneous hardware, such as wall mounted light fixtures should be chosen carefully with 11' �li�p0'I GIB style, scale, and mass in mind so as not to detract from the buildings architecture. p rr / Pits or dents in metal, which often occur due to abrasive cleaning cannot be easily filled or smoothed / ' unless the surface was originally ir painted. Exposed metal that has been damaged usually will have to li N be replaced. it The above applies to Contributing ' o% g and Noncontrzbutzn structures. A��j 6y��a«ir �lrnu �y /I,,,,,wll�l� i lip i � ' i �kli'ili�'��I IIIIIIII � a r 1 u / i" ��✓ if'/i 1rj it 0' /�rr�/� /�✓/✓�rG' /1/( •gyp `-"... � i.,� U�r' I � /%/i %� a ii /✓iiiiiii // rnui i / Above right: metal ornamentation and railing. Lower left:ornamental aluminum screen door. Lower right: aluminum clamshell shutter, metal door and window frames, metal eave drip edge, metal lamp. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 24 1924 WINDOWS The eyes of a house, windows are key character-defining features. Original windows, their form and material, are especially important as they also are indicators of the period and type of construction. You should identify and document any original windows in your building before embarking on window repair or replacement projects. Lacking an original window, historical photos can help, as can comparison with original windows preserved in buildings of a similar style and period. Thought must go into replacing windows that are no longer made and expensive to duplicate. LI'..... Fd.l..QGLA'�'dNG] CASING(TRIM) HEAD JAMB / / %/ / ii MR, // N VIRD(AL AIL /� SJ IILrff 01 nsFlSmr %/ f✓ MIM91Hr,7a / �/ tr S,iSH �� % >/////i / ....................... $ASH ..............................._ ... ......... IMILPNTIN WENCH°IT:S 11N HISTORK ! ///fEV % Qd.t'Y4W'E H ININDOWJ'SI 4 r% Sash window configurations': 1-over-1 APRON-- ( � ) ( � )—typical !///�"';/ ✓r�rrrGr Lilt yxlrr irm» i/ 1 1 ,3-over-1 3 1 t ical windows for �� ✓ rt✓/ ,,,/� Mission Revival or Frame Vernacular SILL. styles.The latter can be subdivided as Double-hung sash (DHS)window shown left and right. Sash window(clipped for porch parts:6-over-6 lights, interior view.' roof). Left:double-hung window Awning Casement Jalousie Slider Right:single-hung window Awnings,casements,jalousies,and sliders'are more commonly found in Masonry (lower sash only operates). Vernacular or Mid-century Modern style buildings, usually with metal rather than wood frames. Fixed glass windows proliferated with the advent of air conditioning. Recommendations for Windows (All of the recommendations below apply to both Contributing and Noncontributing structures.) 1. Identify the original window types in your building. If none are original, research them using historical photos or by studying original windows in buildings comparable to your own. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 25 1925 2. Repair is always preferable to replacement. Retain original windows and protect them with shutters or storm panels. 3. Replacement: the choice of a replacement window should take into account material, size, proportion, type and depth of mounting, type of operation, depth of muntins, number and division of lights, trim, and header and sill type. For contributing structures, the UPC will decide if replacement or a change of type is warranted. Impact resistant windows are a replacement option if the new unit replicates the old in configuration, details, design, materials, and color. 4. Protect your windows with shutters or install storm panels even if the windows are impact resistant. If permanent, operable shutters are present, insure that they are functional and sufficient. If not, research an appropriate style as you would a window type, or prepare the opening for removeable storm panels. - t•III 11 � �e ., r' s�yr PYR4ku -' a�✓ �i i '+� ,r I u df+�avW""" ✓i 4 s,:,o x,^ r� 'an., Bahamas shutters are common in Tavernier and serve to protect as well as to shade a window. Below right, in the Wilkinson house, top-hinged shutters wrap around the house i and the living area is raised a full story above the ground. 4� 01 " a ° :�Mru� prir ��Vl /ny� o U / !!!! I II N O ,ioiiii�0iiiiiii W i I I I o'lV41 i lil �/ /�/ ��/ /,i0/a��/�i ��/%///O/fulnnn✓/ �;iyn II i�l i y l f, � f i� •.� I II 9liiu�)f1V JM1I� gl � V ,,�,Y q a0 ( Illlur 1/! Left: Bahamas shutters under porch 1,,,,,,,, /�/iiari��„i�///�iii�i�io/�'c/ i %!�/flri�/.,-j;e%%%%% roof; note door with jalousie light. i // / !i / MOM Right These Bahamas shutters wrap around the house. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 26 1926 N;'WVNYlNN4!�uw,rMUui�i»�lb�r.^iD,v^^ w; » lll�lyl/y01� I ,rG f01/l1(y/h1�1 !'��Ij�iJl f rk 'Ad WhA « l r i y J .y�nr�npM�'J7�rv�y9➢ ,n� � WIrnr��, �„ � osrxr�o✓«� o �� f r i , //Jj/1 i "Y,y I�� r � .i��a/ yI��JJJyJJJ'iNl")JJ'Jy � «l�t1w�'"0�'�l�lww�UD»J1YYU�uuulDuu�w,�mur�irrtd ,», « One-over-one(1/1) DHS windows and leaf shutters. i «+' ,rn;#r�,lm n1Nei«rynvpY/�,Ahi i+iY��uri��49Yvrm^nnYwnryri�7Yl°JYI� l� �/%/// rd�'�4�' / �� rrraiiimil/iaarn,mirrriiaii�iu�mn�om!�Lal°Jnp�r��i rl� �"" ll�fj//�� r�,�r rm�°m"�" q 'N0waw�l++M7� //Ol% Above and below: 6/6 DHS window and shutters and second story awning window. Windows should be ,.,,, 4 compatible with the historical character of the " Historic District. Fixed Old Post Office original 1/1 DHS window and original shutter. glass or picture windows, pivoted windows, andryG�� f sliding windows are not acceptable as replacements. ii For Noncontributing structures and New Buildings windows should , � ` k be compatible in style, generally double hung or casement, and may be �� impact rated. Example of aluminum clamshell shutters. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 27 1927 ENTRANCES/PORCHES The entrance to a historic building, however humble or distinctive, is an invitation. It is composed of a door and, especially in a residence, a porch: the surrounding of a door that All elaborates the transition from outdoors to indoors. It can be ash`, simple as a roof and stoop or as complex as a veranda. a � The old Railroad House moved and reconstructed to have a both a A stoop with an ornamental pediment. veranda and an observation deck or widow's walk above. Above right: the house has a panel door with one light and awning windows typical of a Minimal Traditional u" style. The prominent handrails add some mass to the ��/,,,/, stoop. The pediment atop the door header is one of many loans from the classical orders popular in American housesa small gable roof sheltering the doorstep might be more in keeping. Contributing structures and Noncontributing structures may have porch additions if a review determines them compatible with the District. A porch proposed for a New Building must be �' �� compatible with the Historic District. ' In the Florida Keys, early porches tended to run the full length of the facade. The railroad house reconstruction with its expansive veranda emulates a kind of Caribbean coastal architecture that prizes Nu indoor/outdoor fluidity. Public or commercial buildings like the Old Tavernier Post Office or the Packing House (center right) have generous, full 1 r , length porches. The latter's second floor porch addition is unobtrusive but would be improved with simpler,less ornate balusters. The rule applies to other features like brackets which should be simple and used structurally and not decoratively. Above:second floor porch added to 1919 building in 1986. Below: Old Post Office(1926)showing first and second floor porches(Historic Preservation Society of the Upper Keys.) Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 28 1928 When considering porches and entrances we can also discuss the base of the house which is normally visible in front. An appropriate lattice that screens a raised foundation should be made of wood, not vinyl. The Railroad House (below left) uses a vertical slats design echoing its %�mlaio^oiMWnoiamiarwWw,vnw,n � "�wm,renw w rig,w.a �+1 l tau i. balustrade while the house at right uses a more common diamond grid lattice. There are ��' ,,,1, ,r,..,l,�,,,,,*M v'��1'm�„�rr�M�,uWiHnl� ��W,��(J�r' i �rl�r��;✓„�,�„��,rh;Lr'P,P F 1J N several examples of stone used as a pier foundation infill that sometimesTT��re� �� /////�/��/ gi rises to a half wall or wainscot. The house below has a neither a porch nor a patio but a sort of deck addition which is ahistorical. a, " " r r` Left: horizontal lattice over front deck addition: neither are recommended. Above: stone wainscot covering the foundation. Note incongruous match of awning window with French doors. Contributing structures should retain original materials. Noncontributing structures and New Buildings should use diamond- or square-patterned lattices or native stone. Doors The guidelines for doors should follow those for windows—minus the protection of shutters but with the option of installing screen doors and storm doors. A door, especially a front door, gets more abuse than a window so it should be scrupulously maintained and repaired. A door is more often replaced;its effect is singular and not multiple as with windows;it meets us daily on our way in and out and it greets visitors. Consequently, as encountered in the field, a front door tends to Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 29 1929 reflect more of a personal choice than a style or period—adhering to the historical intent is recommended. Doors often have associated windows, such as operable transoms in early buildings; sidelights and other configurations of fixed glass in later buildings — which will then limit replacement choices. Flush and batten doors are not traditional in Tavernier. Leaf shutters are historically of batten construction. Sliding glass doors and French doors can be updated and can be interchanged if the replacement matches the historic door/window materials and configuration. Common Door Configurations4 ]HOM� a r 1 11F] ]FIE ]FIE Frame Vernacular&later: panel Frame Vernacular&later: panel Frame Vernacular&later: French doors in various configurations. doors with one or more lights. door in various configurations. r a ................ I Frame and Masonry Vernacular: Masonry Vernacular:flush doors Mission Revival:arched doors, wood or metal framed jalousie. with horizontal or staggered lights. wood plank or multiple lights. WO i % f f r � Minimal Traditional:sidelights and more elaborate versions of lighted panel doors become popular. Mid- century Modern: utilized many of the earlier door types with metal frames,ornamental screen doors,and the increased use of fixed pane windows.The metal screen door is compatible with the Historic District. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 30 1930 Noncontributing structures and New Buildings: doors should be compatible with the character of the Historic District. STOREFRONTS AND SIGNS Doors and windows in historic commercial buildings updated to new uses and historic houses converted to stores or offices lose their tethers to tradition so that the choices for replacement require more thought. Prior consultation with architectural preservation staff at Florida Division of Historical Preservation is strongly recommended. Historic storefronts have already undergone transformations. The Tavernier Hotel and nearby buildings that have prominent parapets that i/ji/ were likely copied from the Old Tavern Tea Room which predates them. The current facade of the former hotel in terms of door w `� and window openings is not far from the original, comparing it to the archival photo t� AI °4 below. As a theater it had no window or *R,; fir, door openings on the side These had to be �,,,, %a�� ; % / " imagined. f r " r � .......... ';� Tavernier Hotel in 2016. i W 9 In an early photo we can see that nearby parapeted buildings had, facade-wide storefronts. They carried the trim around the building. We can see that storefront awnings are popular. Awnings are not only traditional but also easily replaceable,non- destructive enhancements. The point here is that archival photos can be used to make educated decisions when rehabilitating � �� ' historic structures. Theater under construction (Historic Preservation Society of the Upper , Keys.) ICAPO it w The theater in 1930s Tavernier. The Old Tea Room is adjacent beyond and the gas station on this side,the peak of its roof just visible.The drugstore,with striped canopy,is One of the former drugstore's modern iterations(2016.) next to it. Next to the drugstore in the foreground is the Better Food Store. (Historic Preservation Society of the Tavernier Historic District Preservation Guidelines Upper Keys.) Monroe County,Florida:June 2024 31 1931 Storefront doors and fixed glass windows are not recommended for homes in the historic district. There are precedents in commercial buildings as evidenced in the historic Tavernier street scene pictured above. However, if the precedent cannot be followed, or in a case where fixed glass is ahistorical but there is no alternative that would not create a false interpretation, it can be a neutral choice that differentiates modern from historic. wIN .W r r Y i ' Left: Mac and Woods'Standard Oil station in the 1930s.The drugstore is visible beyond (Historic Preservation Society of the Florida Keys.) Right:one of the gas station building's modern iterations(2016.) The Tavernier Hotel complex offers some lessons in planning: thought given not only to individual forms—solving rehabilitation problems in isolation—but also to their integration with one another in the context of their history: the discipline of fashioning a memorable old Tavernier experience. Noncontributing structures and New Buildings must be compatible with the character of the District. Color In the Historic District original colors should be maintained. White is typical. Shutters are often painted a dark green; porch flooring, grey; porch ceiling, sky blue; picket fences, white. Color schemes should follow historical precedent. Several paint companies carry paint lines that replicate colors common to various styles and periods. Historic Tavernier does not present a wide range of hues: primarily, white and off-white; secondarily, pastel yellows, blues, pinks, and greens. Signs Signs should be appropriate in scale and graphic design to the character of the Historic District. Spot-lit signs (but not fluorescent) are preferred to internally lit signs which distract from the architecture. Signs should be located in a place that does not hide important historical features and should be properly sized and lettered. All a signs on buildings in4 �� the Historic District '� '� l`^ ` whether Contributing �� Gild Sefkle►s Park or Noncontributing / , lows:730AM.ClwedSunset "y 86Eh9E FOLLOW 9Hi6'IiNt69 require a special COA Nog1 tu.— and they also must / N°—�Knmrng.t�°��d / P d at t aft' rnrk ,. comply with the LDC a Chapter 142. f ors Examples of allowed signs in the Tavernier Historic District. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 32 1932 SITE, LANDSCAPE, AND FENCES Tavernier's Historic District is a distinctive community of natural and cultural resources. The essence of the historic district's charm is to be found in its long-stewarded yard trees. Yet all forms of plants, trees and hammock were vital to the survival of the community and, therefore, inextricably tied to the history of the area. For generations, the tall trees and hammock in Tavernier have been cared for because they provided shade, food, and a buffer against hurricane force winds and flying debris. This is in contrast to areas in the Lower Keys where the vegetation is low or was mostly removed during construction activities. In Tavernier, trees were typically not cut for lumber — although a few mahoganies may have been used for ship masts—early residents found storm-felled and dried tree trunks readily available and easier to cut than green trees. Decorative exotics like Poinciana began appearing in the 1920s and 1930s with the influx of"Yankee" settlers. The list of fruit trees used by the settlers included edible Tamarind varieties, Sapodilla, Guava, Sugar Apple, Sea Grape, Lime trees, Coconut, Spanish Lime, Soursop, Key Lime, Barbados Cherry and Rough Skin Lemon. Less commonly Orange, Banana, and Date Palm were grown. In the 1930s before the arrival of grocery stores to the area,the only regularly available fresh produce was from trees. Although it was difficult to grow vegetables such as tomatoes and cucumbers due to the thin poor soil,the subtropical weather, and local insects, nearly everyone had a seagrape tree in their back yard.' i t f i w m r p`rr Vr Yd�� ♦Y //� Mi111Ab♦14�W rya. r:. J 1'✓✓YiJ/ ,, kwmmrvnr,rFl • i♦µM��4�♦�M . i * �E .✓f"� r '. li" ti y '* ✓: ✓, . l,..,, ^ s a ." W %v ✓ .wGwi' �m V?�'✓t`MioGt; !�i" o w �� Native trees framing historic buildings in the Tavernier Historic District. Native canopy trees you might find in Tavernier include black ironwood, buttonwood, cabbage palm, coffee columbrina, geiger tree, gumbo limbo, inkwood, Jamaica dogwood, lancewood, mahogany, mastic, milkbark, paradise tree, pigeon plum, pitch apple, poisonwood, princewood, redbay, saltbush, satin leaf, seagrape, short leaf fig, simpson stopper, slash pine, strangler fig, wild tamarind, and willow bustic. (For a thoroughgoing native planting list see LDC Section 114-105.) In the Tavernier Historic District all trees should be conserved. Except for ten or fewer stems of exotic plant species and other exceptions noted,* "the removal of any tree regardless of size, or major pruning of any tree over six inches DBH, shall require a development permit." (LDC Section 114-103.) *Exemptions for trees presenting a danger also are discussed in that section. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 33 1933 Fences Drives, walks, borders, plantings, and fences can enhance, hide, or detract from a historic property. Front yard picket fences are typical. They should be 6 made of wood and be no higher than four feet. Fences or walls should not hide the home. The fence of the house at top,left, screens the patio but it also conceals the entrance which is an important feature of a house. It seems to be too high, the slats are too wide and close. Below it, left, is pictured a fence that also has wide, unpainted slats; here, rising to a tall gate that obscures - the main entrance to the home. Below that is an example of a compatible fence. The height of its pickets and the spaces between them allow one to see over and through the fence and its form leads the eye to the historic property beyond. t 'Jr Below it left would be an even better example of a transparent fence except for the tall bushes behind it. UI i From these examples, additional guidelines for fences can be derived: front yard fences should have pickets narrow enough and spaced apart far enough so that the view of the property is not obscured, but possibly even enhanced or framed. Side and rear yard fences eau may be 6 feet tall and made of wood or metal. This would apply to Contributing or Noncontributing properties and to fences proposed for New Buildings. As to walls a low wall almost a border, of oolitic 1 limestone rock can be allowed in all cases where it is R� compatible with the individual structure and its r i context within the District(see example below.) f , rah Y rvrrmJ� d i .luJ,J Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 34 1934 Driveways t � ro J1r� a l Driveways, if needed, should be no more than ° one car wide. They should not terminate at the , front of the house but go to the side and rear. They should be made of crushed shell, gravel, or other permeable material. Asphalt is not allowed on residential properties; concrete, even as a ribbon drive or sidewalk, requires special review. These considerations apply to all properties within the Historic District. Mechanical Equipment Mechanical equipment should be installed so it � is not visible from the street. If this is note possible, the equipment should be screened from view. Noncontributing structures and New Buildings also must comply. ' i ADA AND ACCESSORY STRUCTURES American Disabilities Act Examples of historic properties optimizing landscaping. The American Disabilities Act (ADA) is the federal statute that prohibits discrimination against people with disabilities. The Florida Legislature incorporated the 1991 ADA into the Florida Building Code (FBC). The Florida Accessibility Code is a component of the FBC. Title III of the ADA prohibits discrimination by private entities operating as places of public accommodation and commercial facilities. It applies to older commercial buildings as well as to new construction. Discrimination includes "failure to remove architectural barriers...in existing facilities" unless it can be shown that removing a barrier is "not readily achievable" or accommodation cannot be provided through other means. Achievable means "easily accomplishable and able to be carried out without much difficulty or expense."7 ADA regulations (Florida Accessibility Code 2023 Section 202.4.1) state: "Alterations made to provide an accessible path of travel to the altered area will be deemed disproportionate to the overall alteration when the cost exceeds 20% of the cost of the alteration to the primary function area." The regulations state that additions and alterations to existing buildings or facilities shall comply with ADA. Exceptions include alterations where compliance is technically unfeasible (in which case compliance must be to the maximum extent feasible) and residential units. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 35 1935 Per ADA Advisory 202.5, Alterations to Qualified Historic Buildings and Facilities Exemptions, there are exceptions to the regulations for accessible routes (206.2.1 Exception 1 and 206.2.2 Exception 7), for entrances (206.4 Exception 2), and for toilet facilities (213.2 Exception 2). When compliance with the requirements for any of these elements would threaten or destroy the historic significance of the building an exemption or alternate means of meeting the requirements can be requested from the Florida Department of State, Bureau of Historic Preservation, Division of Historical Resources. Visit Accessibility Exceptions for Historic Buildings on the Division of Historical Resources website for more information including a consultation submittal form. The approach to ADA compliance most visibly affecting properties in the Tavernier Historic District is the wheelchair ramp, which will be briefly discussed below. In historic buildings the most obvious barriers are stairs: the first priority listed for accomplishing barrier removal is: "Access to places of public accommodation from public sidewalks, parking, or public transportation by, for example, installing an entrance ramp, widening an entrance, or creating accessible parking."' This is how the ADA is mandated in Florida as law regarding wheelchair ramps: Slope: a wheelchair ramp pitch of 1:12, or for every inch of rise 12 inches of length, a width of 36 inches for residential and 48 inches for commercial buildings, resting platforms 4 by 5 or 5 by 5 feet for every ramp longer than 30 inches. Width: the landing clear width shall be at least as wide as the widest ramp run leading to the landing. Length: the landing clear length shall be 60 inches long minimum. Change in Direction: ramps that change direction between runs at landings shall have a clear landing 60 inches minimum by 60 inches minimum, and a similar flat surface by doors if the ramp turns. Exception: in existing sites, buildings, and facilities, ramps shall be permitted to have running slopes steeper than 1:12 complying with Florida Building Code, Table 405.2 (below) where such slopes are necessary due to space limitations (note: a slope steeper than 1:8 is prohibited): Slope Maximum Rise Steeper than 1:10 but not steeper than 1:8 3 inches Steeper than 1:12 but not steeper than 1:10 6 inches Advisory: to accommodate the widest range of users,provide ramps with the least possible running slope and, wherever possible, accompany ramps with stairs for use by those individuals for whom distance presents a greater barrier than steps, e.g., people with heart disease or limited stamina.00 Doorways: where doorways are located adjacent to a ramp landing, maneuvering clearances required by code (FBC 404.2.4 and 404.3.2) shall be permitted to overlap the required landing area. As stated, private residences are not regulated under ADA, but ramps are often constructed for disabled residents. The many narrow lots and high first floors in the Historic District provide little latitude for constructing ramps. If necessitated,ramps or elevators should be located to side or rear doors. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 36 1936 For access to the front facades of commercial buildings, wheelchair ramps can be combined with porches or porch additions. An example is the ramp that jointly serves the relocated Merlin Albury House and the Methodist Church. The ramp j oins the front porch of the Albury house to the north, and to the south a porch addition to the Methodist Church. In ,1 use in 2024 as a bakery and cafe the properties formerly housed the Florida Keys Free Press, when the two signs now redesigned for the cafe were installed. The wheelchair �� ramp leading to the front porch of the i; Albury House (to the left)shares an entrance with the ramp leading to the front porch of the Methodist Church (to the right.) � y �� . � For a more thoroughgoing and detailed guide to handicapped-accessibility strategies for historic buildings, see Preservation Brief 32: Making Historic Properties Accessible, available on the National Park Service (NPA)website. Pools, Sheds, and Equipment Swimming pools are obtrusive so that and ideally they should be located in � the back yard. The lot pictured is larger than most and the pool and house are located at the end of a long driveway.Pools and decks that are not visible from the street screened by trees and shrubs, are allowable for all properties in the District under a Regular Certificate of Approval. The large lot and dense vegetation screens a front yard pool. Accessory structures such as sheds and mechanical equipment should be located to the side or rear or where they do not distract from the facade and other character-defining parts of the building. If mechanical equipment cannot be discretely located, it should be screened from view. This applies to both Contributing and Noncontributing structures and to New Buildings. ADDITIONS An addition enlarges a building and alters its appearance. Consider first whether the desired result can be obtained by changing the interior. Note that the Secretary of the Interior's Standards states: Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 37 1937 "New additions...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...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." One should not create a mystery as to what part of it a house is original, or an economic dilemma for a future owner who may wish to restore it. The first rule of thumb in designing an addition is to place it in an inconspicuous location. An addition at the rear is the least visible and typically takes advantage of the deep side of the lot. The thing to avoid is to nullify the original facade by placing the addition on or adjacent to it. ^ m TfY r ttMX n The roof of an addition should match that of the historic Above:an enclosed back porch or Florida building and it should not encroach into it. Additions to room could serve the same purpose while the side should be as far back on the lot as possible. An preserving the historic entrance. addition should not overwhelm the historic building in volume or in height. Porch additions are allowed if a review determines that the addition is compatible with the architecture of the District. New porches, balconies, and greenhouses should always be located on non-character defining sides of the building. Porch expansions in association with wheelchair ramps are discussed above. It is recommended that additions be constructed with the same finished floor elevation as the historic building. Noncontributing structures also should comply with these principles in order to maintain compatibility with the character of the District. Some structures that are not currently contributing have the potential, after appropriate rehabilitation, to become contributing upon review. Left: a compatible side addition to the rear that has less visual impact;the shed roof sloping from the gable could be remove without damaging the main roof. Center: an incompatible design that harms the historic roof. Right:the height of the addition is excessive and is not compatible with the District. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 38 1938 ,M- Above: the placement of these two garages adjacent to the front facade is not recommended: they should be set farther back. However, they succeed in demonstrating how an addition can be both stylistically compatible with and distinguishable from the historic house. Left: the carport, when empty, seems to be a solution. But now a car can r intrude into part of the house. Furthermore, the main entrance is eclipsed _ by the side door. None of the above addition designs is recommended, but at least they can be removed without great harm to the historic home. m A vI EMEEM NO r 1 +'n ��!91Wxu!�.J '��rh Above, looking east and north: the massing and scale of these additions at first glance may look compatible, but they imbue the house with an enigmatic style. It is no longer east to discern the original house. Facing east is a porch or foyer addition. Facing south there is likely an enclosed porch extending into a screened porch addition. The four dormers are incongruous and neither structurally nor stylistically recommended as additions to historic roofs. Dormers may be added to Noncontributing structures if they are structurally and spatially integrated with the building. In other respects, the above recommendation for additions apply, in order that they may remain compatible with the character of the Historic District. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 39 1939 DEMOLITION BY NEGLECT Despite the best of intentions, circumstances can arise that cause repairs to be put on the back burner. Any property suffers from neglect. Repairs postponed become more mnUeGna uS may! i UAre AaO��I r�M,6m+rtHrOtlll�hDI�WIV,wC�'f(�G44/r v;9Vl�,�,JdPNIn s.Pli�!Nw�y1,Y1fJ +ry�in�u.(fii,�R,r complicated and arduous, while deterioration in a historic property r has the added problem of damage to the structure's historical integrity � which in turn weakens the integrity a of the Historic District. The pictures to the left show how much a roof can rust in seven years if I c ii neglected. The recommendation for historic siding is to repair '� � it rather than replace it or to replace damaged areas with a similar material. This ends up taking a lot more effort than regular maintenance would have done. Pictured at right is siding in good condition alongside siding that will have to be replaced. Issues like this compromise the security and integrity of the house and pose a daunting list of repairs. .^ J r 5 Im �1ra' r; f✓ a y yyr x ' m r �„„„„pP 9"Ju..:'j{p,+ ,4�'��,J �� 1 '.p I l dv y ✓Y`Yf l' 1 Pictured above: a pier foundation infilled with concrete and stone.There is an opportunity here to remove the solid concrete and cover the openings with a good quality wood lattice:fixing damage, allowing flow-through in a flood,and returning the house to its historical form. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 40 1940 When deterioration goes on until a building is unsafe for habitation and becomes a candidate for destruction, it is called "demolition by neglect." Which is a shame for any building but especially for one with historical significance. The remedy is for the HPC to determine the structure to be endangered and notify the building official, who has legal recourse. If the official concludes that the structure is unsafe, he must first try to have it repaired rather than allow it to be demolished. He must take into account the recommendations of the UPC which has several preservation options. The full text of the code follows: Sec. 135-8. Maintenance of Designated Historic Property. (a) Nothing in this article shall be construed to prevent the ordinary maintenance, repair, or improvement, which does not involve a change of design, appearance, or material, or prevent ordinary maintenance of landscaping features. (b) Where the UPC determines that a designated historic property is endangered by lack of maintenance and repair, it shall notify appropriate officials of the county, so that the county may seek correction of such deficiencies under authority of applicable laws and regulations. (c) In the event the building official determines that any designated historic structure is unsafe, he shall immediately notify the UPC of such findings. Where feasible within applicable laws and regulations, the building official shall endeavor to have the structure repaired rather than demolished and shall take into consideration any comments and recommendations of the UPC. The UPC may take appropriate actions to effect and accomplish preservation of such structure including, but not limited to, negotiations with the owner and other interested parties. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 41 1941 NEW BUILDINGS The standards for new (infill) construction in the Historic District are similar to the standards for rehabilitation: compatibility with the character of the district in massing, scale, and height; placement and orientation; and materials and details. m*' This infill house and its garage apartment are - , examples of fairly compatible new construction approved by the commission in 2016. They are slightly larger and taller than is typical. In contrast to the above, some homes— most located on the oceanfront—have little in common with Historic District typology. Like the building pictured at ��^' w»' t right, they show what not to do and ,r persuade us that these Guidelines can aid in development planning and decision making as well as providing guidance to property owners. This 1940s elevated home could be a model for new r` ` oceanfront construction that aspires not to one U �j��/�j/� %/%��%�i/i%��✓�r but to complement the Historic District. Three building categories ories can bed %'` identified for new construction in the Historic District: single family homes . duplexes, and multifamily residential and commercial buildings. Hil Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 42 1942 Single Family Home New single family homes can be modeled on a style that is typical h o- of the District without replicating it. It should be distinguished but complementary to its neighbors. New residences must comply - � r with the Monroe County {r" . �� " ---- Comprehensive Plan and LDC ` the Florida Building Code, and Federal Emergency Management Administration (FEMA) flood hazard requirements*. The first floor will generally be elevated above the Base Flood Elevation which in the Historic District is currently 9 to 15 feet above sea level higher toward the waterfront. The overall height of a building should be compatible with the scale of the District. The heights of New Buildings and additions to Noncontributing structures will be reviewed for adverse impacts on the District. Above and right: higher and lower elevation new homes. *Always consult Monroe County for current flood hazard data and requirements. See Chapter VIII below for a further discussion of environmental considerations. Duplex A duplex also should be inspired by a type of historic Tavernier architecture in a way that it is distinct from but complements the District and it must adhere to all building codes. It should strive to maintain compatible massing, scale, and height. The dual residences can be separated by a common wall or by a breezeway." AN 1� Multifamily Residence and Commercial Duplex divided by a breezeway. Commercial buildings and multifamily residences larger than duplexes are not allowed in the Historic District other than on the Overseas Highway. They should follow the principles outlined in these Guidelines. In addition, structures parallel to the street that are wider than 50 feet and buildings perpendicular to the street that are deeper than 50 feet should not be monolithic; rather, they should be articulated structures: units should be individualized, facades facing the street or a lane, superstructures relieved by indentations, and roof shapes repeated in a pattern as shown below: Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 43 1943 Multifamily or commercial parallel to the Multifamily or commercial perpendicular to street: street: Relieve each 50-foot or less segment Individualize units by relieving the superstructure by an indentation 1/3 the length of the and repeating roof shapes.The porch should wrap segment.The porch should be six feet deep. where units face a lane. Streetscape Streets are public spaces: the lifelines of a neighborhood, town, or city. Architects increasingly regard the Streetscape as a design element crucial to cultivating community. Historic districts have provided a paradigm for modern urban design because historic streetscapes inherently knit the fabric of the street into a unique experience of place. It is important for new construction to complement and not disrupt the fabric or rhythm of the street. Massing, Scale, Height and Placement The most obvious disrupter of a Streetscape is a building that is too big or too tall. Even when a two-story structure is permitted by code, it may overwhelm its neighbors and break the rhythm of the street. A building can be out of scale in its details as well: windows too big or atypical, columns out of proportion, or precipitous roof pitches, for example. When submitting plans for new construction it is advisable to include street elevations that show the proposed building in comparison to its historic neighbors. The new building should not have a foreign presence on the street. Front and side setbacks and the distance between houses should be respected. Materials and Details The standards for rehabilitation of historic structures are also applicable to new construction. Atypical styles and materials should not be introduced. Materials and details should be consistent with the historical type that guides the design. This applies to commercial and industrial buildings, too: they should not be outsized monolithic boxes made of glass and steel or sheet metal. 0 This grocery and restaurant built in 1972 is atypical but not overwhelming. Its low profile,eyebrowed and parapeted facades,and masonry construction mitigate its effect on the District. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 44 1944 VII ARCHAEOLOGICAL RESOURCES , The archaeological context of Tavernier is an important part of understanding the Historic District's historical context. i ' '��i�� Y �� 0u Although prehistoric materials have not yet been '" °"° documented in the District,historic archaeological materials dating back to the mid-nineteenth have been found. � e, �"�M p /N i114 I;�A wj;y+ Y x a �p i r ° The Historic District includes grounds as well as buildings. Left:old cistern behind r� ai the Joesph V.Albury House.Above:Old Settlers Park. I f/ Vacant lots south of the Methodist Church showing stones marking a historic feature and an elevated mound. Despite the overall shallowness of soils in Tavernier, archaeological artifacts and features likely occur, including features such as trash pits, historic foundations, isolated graves, cisterns, agricultural rock piles, stone walls, stone borders, and stone mounds. Ground disturbing activities that should be subject to archaeological monitoring and review include: • Utility Excavations • Foundation excavations • Demolition •New Construction Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 45 1945 • Swimming pool excavation • Tree removal and tree installation Archaeological Finds Historic artifacts that may be uncovered during ground disturbing activities include: ceramics, bricks, bottles, toys, keys, coins, and buttons. Prehistoric artifacts include: faunal bone, ceramics, and shell and bone tools. If archaeological artifacts or features are uncovered during ground disturbing activities, Monroe County and the Florida Division of Historical Resources should be contacted immediately. Examples of prehistoric and historic artifacts. �� k r "r ( ix h ^dry Upper left: Strombus shell celt (adze) cAD1000. �p ' Lower left: Key Largo , Incised t i pottery cAD1200. J ( Right: late 1� nineteenth century medicine CM bottle fragment. If human remains are uncovered, immediately notify the police,the medical examiner, and Florida Division of Historical Resources staff. If the medical examiner determines that the remains are prehistoric, then the State Archaeologist will be informed and the discovery will come under the provisions of Chapter 872.05, Florida Statutes, governing the discovery of unmarked human burials. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 46 1946 VIII ADAPTING TO THE ENVIRONMENT FLOOD HAZARD Most of Monroe County is located in a floodplain where base flood elevations (BFE) range from 6 to 17 feet above mean sea level as currently measured. The Tavernier Historic District is located in a Special Flood Hazard Area (SFHA) with currently determined elevations from 9 to 15 feet. Note that methods for calculating mean sea level, coastal flood elevations, and the Flood Insurance Rate Maps are in the process of being revised. Monroe County participates in the National Flood Insurance Program (NFIP). The program was created by Congress under the National Flood Insurance Act of 1968. It makes federally-backed flood insurance available to communities in SFHAs. Historic District homeowners are encouraged to maintain or buy a policy (it goes into effect 30 days after purchase) before the maps change to lock in a lower risk rate (if your risk goes down after the new maps become effective, you can have your policy rerated.) By renewing your policy each year you may retain grandfathered rates which can be passed on to a new owner. NFIP gives special consideration to historic properties: • Historic properties do not have to meet floodplain requirements as long as they maintain their historical integrity/designation. •Historic property owners can obtain flood insurance at the most advantageous rate as long their property maintains its historical integrity/designation. • If a historic property is proposed to be elevated it must first obtain a finding of No Adverse Effect under a Section 106 review. The relation between your building's elevation and the BFE affects your flood insurance premium. BFE is the level to which floodwater will likely rise in a base flood. A base flood is a 100-year flood (a flood that has a once in 100 years (1%) chance of happening.) ✓ RgRR FEMA diagram illustrating roft/Irls flood hazard concepts and terminology. FIRM= Flood , w _ ..... -_ -4 Insurance Rate Map.SFHA Wave helgBut?S I4 3 tt> ave hdghl 15 It wave height<1i tk BFEia 1i tp =Special Flood Hazard Properly algid(pa i:-lpIRM)bidlurlong line CHHA Area.Zone X in not in a IBFE aveeffeln SHFA.AE and VE are zones wave f�ct� / /r M ' Best ry� X o- ��°' �� for which a BFE has been Y er, nF^^^^&]��uh r�d,°rild;�'"Elevated � �cnt ancou6 � rui�l�dng Ipdal�pai Marna �� determined,VE denoting e e� chalnc'e SWEL ` added wind velocity. Coastal A Zone is a newly j�j created AE zone in which 4Improperly elevated(pre-FIR )�u�ll�i ' / ///„J/ %/��/�,� regulations for Design Flood Elevations are shoreline Beach tact rluaru equivalent to those for Zone VE. t3FF.;�Bose Flood FSwwra o I.WN WA U1,01 of Mo ddnrpdo Wgwnac,wa"tlkj CH HA-0005MI Hmafa Hazard Adudan SWEL-WlworUw IFdwavdN lFlddwwhd" Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 47 1947 NFIP requires that any new construction on vacant parcels comply with floodplain regulations including the current Design Flood Elevation. BFE is not the only factor influencing insurance rates. Since 2022, FEMA has calculated new and renewing rates using "Risk Rating 2.0" which incorporates more risk factors such as a building's replacement cost, distance from water, and type of construction. For more information, consult Monroe County and policy advocates like Fair Insurance Rates for Monroe (FIRM). When is Flood Insurance Obligatory? Flood insurance coverage is a requirement for all federal or federally-related financial support used for buying or building in Special Flood Hazard Areas like the Tavernier Historic District including: • Financial institutions,commercial lenders,savings and loan associations,savings banks, and credit unions overseen by federal agencies such as the Federal Reserve,the Federal Deposit Insurance Corporation,the Comptroller of Currency,the Farm Credit Administration,the Office of Thrift Supervision, and the National Credit Union Administration. • Loans acquired by Fannie Mae or Freddie Mac in the secondary mortgage market. • Loans and grants from agencies like the Department of Veterans Affairs,Farmers Home Administration, Federal Housing Administration, Small Business Administration • Disaster assistance from FEMA. Designing to Code in the Floodplain If new risk ratings are adopted, the Design Flood Elevation (DFE), which currently refers to the FVriiMd..:�rorUu¢,'m'.u,.., ,'Sl4!?!;V'J'7I1, F',„'� finished floor elevation, will refer to the bottom of the lowest horizontal structural member, which PCX7 Wr 4D ��d��Ji,MM1rP tl!f� should be constructed at one foot above BFE , C i, t Lowest*,)d.;,xnW f�mv�erd�ri (P2u�P") � 3tras,taaal �a,�atV�ary � (freeboard = 1 foot.) Consult the county app (see New Preliminary Coastal Flood Maps on the Monroe County website.) For further requirements ,a refer to the Florida Building Code as discussed in m � '� R Building Responsibly & Requirements on thewM � " &9Wd�IRk4'kIP1J county website. FEMA diagram illustrating space or freeboard between BFE (including wave action)with DFE established at the lowest horizontal structural member. The Monroe County LDC (Chapter 122 -Floodplain Management) states that all "structures built after December 31, 1974, must have the lowest floor elevated to or above the base flood elevation." Ground level structures whose initial construction began prior to January 1, 1975; and those Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 48 1948 structures that are listed in the National Register of Historic Places, the Florida Inventory of Historic Places or any inventory of local historic places are exempt from these restrictions. Per NFIP and Monroe County regulations,improvements and repairs to structures in the Tavernier Historic District that cost 50% or more than the market value of the structure must meet current code, including flood elevation standards. Historic structures, i.e., structures that are listed in the National Register of Historic Places, the Florida Inventory of Historic Places or any inventory of local historic places, are exempt from the 50%rule as long as the improvement is not made for the purpose of correcting a code violation and does not damage the structure's historical integrity. In addition to the Design Flood Elevation,the FBC establishes standards for flood openings in new construction. These standards can be used to retrofit historic buildings, as well. If your house is built on piers, the lattice should allow water to pass freely through, but if you have a continuous foundation, consider having a licensed professional create openings in the foundation wall: at least one opening in each wall of each enclosed part of the house. The opening should have 1 square inch of area inch per 1000 square feet of enclosed floor and be no more than 1 foot above grade (always reconfirm the latest standards with the county.) This is to equalize the rate of the rise and fall of water outside and inside to avoid destabilization of the house by asymmetrical pressures. Storage Flood openings y Connection at tap Air vent;does not . satisfy flood Crawlspace of wall to provide y lateral support opening requirement Interior openings may be Garage Flooding `No more than t foot. necessary to prevent ---- above interior or exterior grade interior wall collapse yr, ..... Embedment to resist erasion and scour ...................................................... .. ____ ____ FEMA diagrams illustrating the recommended design or installation of flood openings in a residence having a continuous foundation. Elevating a Building Raising a building by lifting it from the existing foundation is one of the commonest means of addressing flood risk. However, elevating a building on a new foundation can adversely affect the historic character and integrity of the building and associated historic district if not carefully considered and planned. A small house will be difficult to elevate more than a few feet without impacting its historic character and elevating it a full story will not likely meet the Standards for Rehabilitation. Elevation may cause substantial changes to the appearance of foundations,porches, terraces, and other exterior features. Elevation will make handicapped access more of a challenge. Above all, elevations must be coordinated to maintain the spatial and architectural relationships among buildings and the character of the Historic District. Elevation of all structures within the Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 49 1949 District require a Special Certificate of Appropriateness.' Except for what specifically pertains to historic buildings, the following recommendations also apply to Noncontributing structures. Recommendations:' • Identify materials and features of the building that must be preserved in order to retain its historic character. Document features that may be lost or altered. • Assess the impact of the project on the site, setting, and design of the property. It is not recommended to elevate a building that interacts with its landscape by design such as having interior spaces opening onto a terrace or courtyard. • Inspect the building for structure deficiencies and correct them prior to starting work. The historic building must be stable or temporarily reinforced in order to be raised, and there must be a structural system that can support the building on temporary cribbing while a new foundation is constructed. • Protect fragile features and materials, such as decorative plaster, subject to damage from minor movements or vibrations. • Demolishing later additions and porches without regard to their historical significance is not recommended. • Identify and retain the historic massing, scale, size, form, and proportional relationship of the major elements of the historic building and the Historic District. • Use existing features such as porches and stairs to minimize the impact of the elevation,but do not add conjectural features such as adding a new porch. • Elevating a small scale building to a height approaching a full story is not recommended. • Salvage and reuse materials and features like stone from the historic foundation particularly where visible. The goal is to match the look of the new foundation to the visual characteristics of the historic foundation. • Retain a substantial visual connection of the building to the ground when using an open foundation type. Use piers,posts, or columns large enough in width or circumference with number and placement similar to that of traditional style even if new technology structurally requires fewer supports. • Relocate all utilities above flood risk or protect them in watertight enclosures. Conceal, insulate, and protect utility connections, ducts, or pipes located underneath the building in an open foundation. • Alleviation of perceived change in height can be effected by adding an incremental amount of fill or raised plantings at the foot of the new foundation.Note,however,that altering a landscape, garden, or archaeological site that is historically significant in its own right or is integral to the significance of the site in conjunction with the building, is not recommended. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 50 1950 SUSTAINABILITY Informational Introduction to the Concept of Sustainability The goal of sustainability is to cultivate conditions under which our generation can live in harmony with nature in a resilient and productive way that equally benefits our children and grandchildren. A sustainable building is one that is already built. It embodies energy already expended in the extraction, manufacture, and transportation of materials and construction of the building. It only expends operational energy: HVAC, appliances, lighting, plumbing, and maintenance. The cost of making sustainable improvements to a historic building is balanced by the savings implicit in its embodied energy. It reminds us that moderns didn't invent "green building." We can have the best of both worlds when we improve historic buildings with contemporary technology while enjoying what they contribute to our experience of place and tradition. Historic Houses: Inherent Features + Recommendations4 .......... ....... ........ ....... El y r.:::: ........� EL-1 i.i.ii ,,,,r7/..,, ,,ir ., s� s�GR��i�rr��lll<�✓//✓��...��//�//�/�/�/u��p�p...r..�J.,....y,.%�1'T/7l//% J Diagrammatic cross section of a vernacular historic house showing inherent sustainable features and recommended improvements. 1„ Roofs have sufficient slope to allow water to drain freely. Metal roofs reflect heat. Tile roofs have insulating properties. Soffit vents allow air to flow. Wide eave overhangs provide shade. � Insulation is a useful improvement and licensed professionals insure best practices. When re-roofing consider cooler, more corrosion-resistant options, and reinforce hurricane bracing. 2„ Attics collect heat rising from the living area of the house and release it through roof vents. � Insulation and HVAC are useful improvements. „ Wood walls had no insulation, were drafty but allowed moisture to dissipate quickly. Concrete block walls have inherent thermal and acoustic insulation. �.. Insulation and HVAC systems are useful improvements. a Original doors and windows are equal to new windows in terms of insulating properties. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 51 1951 �.. Maintain caulking and weather stripping and keep windows in good working order. Adding shutters or hurricane panels is the best way to protect windows from storm damage. 5„ Pier and stem wall foundation openings passively cool by allowing air to now through the crawl space. Foundation openings equalize external and internal water now rates in floods. � Insure that screens or foundation openings allow proper water flow during flood events. „ Porches are character-defining features that provide shade and reduce heat gain in the house. � Keep porches in good condition and maintain their historical integrity. Energy Audits The first thing to do before making sustainability improvements is to determine its existing efficiency by conducting an energy audit. An audit will provide you with a benchmark against which you can measure the success of any particular improvement. You can do your own audit or you can hire a professional—with an audit by a certified professional you may be able to claim the Energy Efficient Home Improvement Credit on your federal taxes. For more information see Home Energy Assessments on the U.S. Department of Energy's website (www.energy.gov). Passive Strategies Any improvements not involving the installation of mechanical equipment(active improvements) are considered passive. Passive improvements are the most economical. The following passive strategies are recommended for historic structures. For more information refer to NPA's Illustrated Guidelines on Sustainability for Rehabilitating Historic Buildings. If you have questions specific to your individual home you can consult Florida Division of Historical Resources staff. Windows and doors are character-defining features that should be preserved and carefully maintained. Air loss through windows and doors and heat gain through windows are considerable. • Maintain weatherstripping and caulking. • Maintain porches, eaves, and awnings that shelter openings. Add as appropriate. • Reduce heat gain through windows with curtains, shades, and blinds. • Use non-reflective,non-tinted "Low-0 film on windows. Avoid mirrored or tinted glass. • When a window has to be replaced use Energy Star certified products or products with low U- factors (heat loss) and low SHGC(Solar Heat Gain Coefficient)ratings. • Impact resistant windows can provide extra protection and reduce insurance costs. If a window has lost more than 55%of its historic fabric replacement by a new impact resistant unit is allowed if the new unit replicates the historic window in configuration, details,design, dimensions,material, and colors. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 52 1952 Roofs, too, are character-defining features that should be carefully maintained. The highest heat gain in a house is absorbed from the roof, up to 30% of the total. When a roof has to be replaced, look for a cool materials but keep to the style that is appropriate for your historic house. • Choose Energy Star certified products or those with a high Solar Reflectance Index(SRI). • Select light colors for greater reflectivity: white, light gray, or light tan. • If tiles are appropriate, clay or concrete have inherent insulating properties.Vented clay tiles cool additionally by allowing hot air to escape. • When re-roofing,take advantage of access to the structure by adding insulation and reinforcement such as hurricane strapping. Appliances: Dryers use about 6% of your homes electricity. Water heaters can use up to 18%. • Keep the lint trap in your dryer clean and use a clothes line whenever possible. • Set your water heater to 120 degrees Fahrenheit, as recommended by the Department of Energy,unless a higher temperature (130-140)is needed for specific health reasons. Electric lights generate gratuitous heat. • Enjoy daylight as long as possible. • Replace incandescent with LED lights which use less energy and are cooler. Unlike incandescent lights, LEDs come in different color temperatures (lower being warmer). • Use lamps, desk lights, and spot lights whenever possible and area lighting as needed. •Use occupancy sensors for little-used rooms and daylight sensors for outdoor lighting. Water: You can reduce your use of water with the following strategies: • When replacing plumbing choose low-flow or WaterSense certified products. Retrofit existing fixtures with kits that improve their efficiency. • Collect rainwater in discretely located barrels or cisterns for use in toilets or for irrigation. • Landscape with plants that are drought tolerant and native to our coastal environment. Shade trees properly placed reduce air conditioning costs. Trees and plants decrease pollution, reduce runoff, and by filtering rainwater improve water quality. See the Florida-Friendly Landscaping Program for more information. • Avoid water damage to electrical and mechanical equipment by locating them in an area that is well above your building's Design Flood Elevation. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 53 1953 Active Strategies Active strategies, especially those that generate energy, pose a danger to a structure's historical integrity if not thoughtfully deployed. Active improvements include solar panels, solar hot water heaters, and home energy management systems that utilize external power generators and storage batteries. Historic building owners should balance reasonable energy savings at reasonable costs with the advantages of the embodied energy and historical integrity of their property. Solar Photovoltaics Solar panels are placed for optimum exposure to the sun: typically on the south slope of a roof at angle of 15-40 degrees. Installing panels on historic buildings limits their placement to the least visible plane of a roof. They also can be installed on the ground or on an ancillary structure. • Solar panels should not be installed in windows or on walls. Position panels behind existing features such as parapets, dormers, and chimneys. • Choose low-profile,flat panels to be installed level with the roof surface matching its slope. Use panels compatible in color to the roof,use unobtrusive mounting equipment. • The installation should be reversible: it should not damage the historical integrity of the property or the District. • The same rules apply to installation of panels on ancillary structures. If the roof is flat, set the panel back from the eave to minimize visibility. • Freestanding or detached panels also should be placed so as to minimize visibility from the public right of way Solar Hot Water Heaters Solar hot water heaters can be more obtrusive than photovoltaics because most types have a tank in addition to a panel. The same precautions apply. Consult with preservation staff before purchasing and deploying a solar hot water heater. Home Energy Management Systems You can make your historic building smart or smarter by using one of these monitoring systems but avoid those that require obtrusive on-site power generation. Consult preservation staff. Not Recommended Under Any Circumstances • Removal of historic roofing materials during installation of solar systems. • Removal of dormers, chimneys, or other historical features to add solar systems. • Any other installation that will cause irreversible damage to historic material or features. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 54 1954 New Construction/Noncontributing The same considerations apply to Noncontributing structures and New Buildings in the Historic District. New construction has the advantage that modern technologies can be designed into the new building in a way that does not adversely affect the historical character of the District. No need for awkward add-ons. The structural design can deploy active strategies while the architectural form retains compatibility with the District. Hurricane Force Winds Flood insurance does not cover damage from water blown into a house by hurricane force winds. Often that type of damage is covered under homeowners insurance. Make sure your policy covers it. The best protection for windows are shutters. If your home has original or replacement shutters, check that they operate properly and are in good, storm-resistant condition. If not, you can install hurricane shutters. Available types and recommendations follow. If you need advice specific to your individual home you can consult Florida Division of Historical Resources preservation staff. • Metal or polycarbonate corrugated storm panels—removable. • Accordion shutters—not appropriate where visible from the public right of way. • Hurricane Fabric Screens—light and easy to store. • Impact resistant leaf shutters can stay in place when stylistically compatible. • Impact resistant Bahama shutters can stay in place when stylistically compatible. • Recessed flush bolts can be used in masonry walls and painted to match the wall. • Panelmates screw into wood studs and attach to storm panels with wing nuts • Removable tracks above and below the window—don't use permanent tracks. • Install hardware in a consistent pattern: lined up vertically or horizontally. • Take care to choose a system that does not interfere with door or window trim. 55 1955 Green Building Programs Many programs offer guidance, certifications, or financial assistance. Monroe County and the Florida Keys Electric Cooperative are worth consulting as well as those listed above and below. LIVING iu�iyM � BUILDING �� Buildings, CHALLENGE � L1. I ALLENGE fN ( The Living Building Challenge asks Better Buildings Challenge partners have What if every single act of design saved 900 trillion Btus to date.Visit: and construction made the world EHuO+'eg abetter place?Visit: https://betterbuildingssoIutioncenter.ene Living-future.org / rgy.gov/challenge ea d� a zero E—gy lna[nne6Y FOR HOMES Leadership in Energy and Environmental Design is the most widely used framework for healthy, efficient,and cost-saving green buildings in the The Residential Energy world.For more information visit Services Network is a usgbc.org/leed non-profit that provides home energy audits and ratings.Visit:resnet.us �Fll o ri��da ��Fril e n d I ANSI/", -ad.(s- c WwA,bye"ad .0 III6 u � i PROGRAM The Florida-Friendly Landscaping Program is a project of the University of Florida Institute of Food and Agricultural Sciences(IFAS) Extension,supported and sponsored in part by the Florida EPA. For further information visit ffl.ifas.ufl.edu 6'' "I: E PA, Energy Star is administered Watersnense is administered by the U.S. Environmental by the US EPA. For further Protection Agency(US EPA). information on saving water For more information visit visit epa.gov/watersense energystar.gov 56 1956 IX PRESERVATION AND ITS FINANCIAL BENEFITS Owning a historic property in the Tavernier Historic District can be a source of pride in addition to the satisfaction of living with a profound sense of place. Guaranteeing the District's integrity and longevity depends on a collaboration between citizens and government. Government must provide support by enforcement as much as citizens do by adhering to the Preservation Guidelines. Property owners are encouraged to apply for historic designation. The application is searchable online. If your application is accepted it will be reviewed at public meetings of the HPC and the Board of County Commissioners (LDC Section 135-5.)All residents are encouraged to attend and participate in these meetings. Your participation and enthusiasm can make a difference. Only a few of the many potentially eligible properties in the Historic District have been designated to date. The criteria for evaluation are provided below. Designation by Monroe County can be a step toward listing in the National Register. The application form is available on the Forms and Applications page of the Monroe County website. Designation may be a requirement for the Ad Valorem Tax Exemption described below: consult Florida Division of Historical Resources (FDHR) staff for further information. Residents also are encouraged to consider membership in the Historic Preservation Commission. Members are appointed by the Board of County Commissioners (BOCC) and serve overlapping three-year terms. One seat is reserved for a lay member who does not need to have related professional expertise but rather a special interest in preservation. You may send a letter of interest to your county commissioner and if there is an opening it could go to the BOCC for approval. UPC members are concerned citizens but the commission itself is a quasi-judicial entity. Guidelines for commission members are summarized in Appendix 3, and Rules and Procedures in Appendix 4. AD VALOREM TAX EXEMPTION Apart from the benefits of historic preservation discussed above and in Chapter III there are financial incentives for the rehabilitation of historic buildings in the Tavernier Historic District. Your historic structure may be eligible for an Ad Valorem Tax Exemption (LDC Chapter 135 Article II.) This will exempt a qualifying property from Monroe County property taxes for 100% of the cost of improvements that follow these Preservation Guidelines. The exemption will remain in effect for a period of ten years. Before you embark upon making improvements to your historic property, consider this benefit. Consult with FDHR staff to see if your building and project are eligible and to guide you through the process. The application forms are available on the Property Tax Exemption page of the FDHR website. FEDERAL AND STATE HISTORIC TAX CREDITS Twenty percent of the qualified expenses of a rehabilitation project may be eligible for a federal Historic Rehabilitation Tax Credit (HRTC). This 20% tax credit is claimed from the IRS. To qualify, all or part of your historic building must be income-producing as distinct from being your personal residence. For other eligibility requirements see the National Park Service and IRS websites. Applications for the HRTC are available on the FDHR website. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 57 1957 Florida may enact a state HRTC which includes a 20%tax credit plus a 10%bonus for properties located in Main Street program areas. It is part of a bill sponsored by the Florida Trust for Historic Preservation currently entitled the Main Street Historical Tourism and Revitalization Act. The Florida Trust will reintroduce this bill to the Florida Legislature for the fifth time in 2025. TAX BENEFITS FOR CONVEYING CONSERVATION EASEMENTS If you own a historic building or an archaeological site you can place a conservation easement on your property. A conservation easement is a legal agreement a property owner makes with a non- profit or government entity to protect a cultural or natural resource on the property. Conservation easements are tailored to a property owner's individual needs, allowing them to protect specific resources on their property while retaining ownership. Types of easements that may be relevant to Tavernier Historic District owners are historic preservation easements, open space, and scenic easements. Conveying (donating) a conservation easement has three benefits: 1. Property taxes. Placing a property under an easement lowers the property's fair market value because it restricts the use of the land. This can result in a reduction of property taxes. State and local law as well as individual tax assessment determine the amount of this reduction. 2. Estate taxes. Conservation easements allow families to permanently protect their land without giving up ownership. Children who have inherited land from their families often cannot afford the estate taxes and are forced to sell it. By placing an easement on family land that restricts its future development, the property's overall value is reduced which results in lower taxes. 3. Federal income taxes. A property owner who donates a conservation easement may be eligible for a federal income tax deduction if the property under easement meets specific criteria. Under IRS code, the easement must be donated in perpetuity to a qualified entity for conservation purposes only. In addition to historic preservation, IRS code recognizes easement categories in public recreation and/or education, significant natural resource, scenic enjoyment, and pursuant to local government policy. For more information see the Conservation Easements and Tax Benefits pages, from which this section is derived, on the FDHR website. CRITERIA FOR EVALUATION FOR LISTING IN THE NATIONAL REGISTER OF HISTORIC PLACES (From the National Register Bulletin "How to Apply the National Register Criteria for Evaluation.") The quality of significance in American history, architecture, archaeology, engineering, and culture is present in districts, sites,buildings, structures, and objects that possess integrity of location, design, setting,materials,workmanship, feeling, and association, and: Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 58 1958 a. That are associated with events that have made a significant contribution to the broad patterns of our history; or b. That are associated with the lives of significant persons in or past; or c. That embody the distinctive characteristics of a type,period, or method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction; or d. That have yielded or may be likely to yield, information important in history or prehistory. Criteria Considerations Ordinarily cemeteries, birthplaces, graves of historical figures, properties owned by religious institutions or used for religious purposes, structures that have been moved from their original locations, reconstructed historic buildings, properties primarily commemorative in nature, and properties that have achieved significance within the past 50 years shall not be considered eligible for the National Register. However, such properties will qualify if they are integral parts of districts that do meet the criteria or if they fall within the following categories: a. A religious property deriving primary significance from architectural or artistic distinction or historical importance; or b. A building or structure removed from its original location but which is primarily significant for architectural value, or which is the surviving structure most importantly associated with a historic person or event; or c. A birthplace or grave of a historical figure of outstanding importance if there is no appropriate site or building associated with his or her productive life; or d. A cemetery that derives its primary importance from graves of persons of transcendent importance, from age, from distinctive design features, or from association with historic events; or e. A reconstructed building when accurately executed in a suitable environment and presented in a dignified manner as part of a restoration master plan, and when no other building or structure with the same association has survived; or f. A property primarily commemorative in intent if design, age,tradition, or symbolic value has invested it with its own exceptional significance; or g. A property achieving significance within the past 50 years if it is of exceptional importance. Properties must also retain integrity. Integrity is the ability of a property to convey its significance. Historic properties either retain integrity (convey their significance) or they do not. Within the concept of integrity, the National Register criteria recognizes seven aspects or qualities that, in various combinations, define integrity. To retain historic integrity a property will always possess several, and usually most, of the aspects. The retention of specific aspects of integrity is paramount for a property to convey its significance. Determining which of these aspects are most important to a particular property requires knowing why,where,and when the property is significant. The Seven Aspects of Integrity The seven aspects are: Integrity of Location, Design, Setting, Materials, Workmanship, Feeling, and Association. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 59 1959 X GLOSSARY Adaptive Use: The reuse of a building or structure, usually for purposed different from the original use such as residence converted into offices. Alteration: Any change in the arrangement of a building, including work affecting the structural parts of a building or a change in wiring, plumbing, or heating systems. Appeal: A request for a review of a decision, finding, order, interpretation or other action by an historic preservation board. Bahamas Shutter: A type of shutter made of horizontal elements that when open allows visibility while shading the window and when closed provides storm protection. Base Height: The height above ground to which a buildings first habitable floor is built. Board and batten: Siding made of vertical boards having their joined edges covered by narrow strips called battens. Building depth: The distance between a building's front and back walls. Building height: The vertical distance measure from the crown of the road to the highest point of the roof. Building width: The distance between the edges along a building's front which can be measured from an exterior wall or the edge of a porch. Carport: A covered automobile shelter. It has one or more sides open to the weather. Casement window: A window with one or two sashes hinged at the sides, usually opening outward. Certificate of Appropriateness: an authorization for work to be done to a designated historic property or structure or any property or structure within the Tavernier Historic District. A certificate of appropriateness is not a building permit. A county building permit shall be issued prior to the commencement of work on such property or structure. There are two types of certificates: Regular and Special. Clapboards: Horizontal wooden boards thinner at the top and overlapped to form a weather- proof exterior fabric. Context: The setting in which a historic element, structure, site, street, or district exists. Coquina: Stone containing fossilized remnants of marine life. Sometimes called coral stone. Coral Rock: A common name for Florida oolitic limestone. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 60 1960 Comprehensive Plan: The guiding policy document for all land use and development regulations in Monroe County, and for regional services throughout the County including transportation, sewers, parks, and open space. Contributing Structure: Contributing property or structure means a property or structure within the Tavernier Historic District that is listed on the National Register of Historic Places or the Florida Master Site File list of historical structures, or is a BOCC designated historic property or structure. Demolition by Neglect: abandonment of a building or structure by the owner resulting in such a state of deterioration that its self-destruction is inevitable, or where demolition of the building or structure to remove a safety hazard is a likely result. Design Guidelines: Criteria providing direction to rehabilitation or new construction projects in order to ensure that they respect the character of historic structures or districts. Facade: Colloquially, the front or principle face of a building; architecturally, any specific face of a building. Fence: An accessory structure intended to define space and used to control ingress or egress or for decorative use. Fenestration: The disposition or arrangement of windows and other openings in a facade. Flashing: Thin metal sheeting used to waterproof the joints of roof planes or the junctions between the roof and vertical surfaces. Foundation: The lowest portion of a building that supports the structure above. Front lot line: The dividing line between the lot and the street. Gable: The triangular portion of a wall carrying a pitched roof. Gable (or Gabled) roof: A pitched roof with one downward slope on either side of a horizontal ridge. Hip (or Hipped) roof: A roof with four uniformly pitched sides, two sides being triangular and two being trapezoidal. Historic District: A definable geographic area that contains a significant concentration of related structures or sites unified by past events, physical development, design, setting, materials, workmanship, sense of cohesiveness, or related historical or aesthetic considerations. The significance of a district may be recognized as local, state, or national landmarks and may be legally protected by a preservation ordinance- or land development code-authorized historic preservation board or commission. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 61 1961 Historic resource: Any district, site, building, structure, or object or group thereof determined to be historically significant. Historic integrity: Of a structure, true to its original location, design, setting, materials, workmanship, feeling, and association. Infill: New construction in historic districts on vacant lots or to replace existing buildings. Landscape: The natural and/or man-made habitat experienced as a whole at a single place including its topography, vegetation, structures and their patterns. Land Development Regulations: Policies and regulations on land use, development, and construction. Liveable Communikeys Plan: Monroe County's Master Plan for the county and its parts. Lattice: A structure consisting of strips of metal or wood or interlaced to form regularly spaced openings. Lot Coverage: The percentage of the lot area covered by the ground floor of principal and accessory buildings. Mullion: A vertical member that divides a window or separates one window or door from another. Muntin: The wood or metal strips that divide a multi-pane window. New Building: In the Tavernier Historic District Preservation Guidelines it means buildings developed within the Tavernier Historic District. Noncontributing Structure or Property: a building within the Tavernier Historic District that is not recorded as historic and does not meet the definition of contributing structure. Overlay: The superimposition of a district that changes the rules for development from that of the underlying zoning. Parapet: A low solid protective wall or railing along the edge or perimeter of a roof or balcony. Pier: A column that supports a concentrated load; or a vertical member that is an integral part of a wall, usually placed at intervals along the wall to support it laterally or to support a concentrated load. Porch: A covered structure or recessed space on the exterior of a building. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 62 1962 Preservation: The act or process of applying measures to sustain the existing form, integrity and material of a structure, site, or district, and its characteristic landscape, in order to provide for continued use, including stabilization and maintenance of historically distinguishing elements such as windows and doors. Rafter: A sloping roof member extending from the ridge or hip to the eaves that supports the roof covering. Regular Certificate of Appropriateness: issued by the Planning Director for ordinary repairs or maintenance to a designated historic property or structure, or any property or structure within the Tavernier Historic District. Scale: The harmonious relationship of a building or group of building parts to one another and to the human figure. Setback: The minimum distance that structures must be held back from property lines. Setting: The sum of the character-defining attributes of a locality, neighborhood, district, or property. Siding: The exterior covering or fabric of a structure; sheathing. Sign: Any devise designed to inform or attract the attention of persons not on the premises. Special Certificate of Appropriateness: issued by the Historic Preservation Commission for the renovation, rehabilitation, restoration, or demolition of a contributing or designated historic property or structure, for new construction within the Tavernier Historic District, or for permission to dig or otherwise excavate in the case of an archeological landmark. All renovation, rehabilitation, restoration, or demolition of contributing or designated historic public property or structures shall also be approved by the BOCC, following recommendation by the Historic Preservation Commission. Stabilization: Making a deteriorating structure weather resistant and structurally sound without altering its present form, commonly in anticipation of preservation. Streetscape: The distinguishing character of a street created by the sum of its attributes: width, curvature, paving, furnishings, vegetation, and buildings. Vernacular architecture: Construction that largely uses local materials with traditional method and forms, adapted to local climates and customs. Viewshed: The environment, especially the natural environment—an open space or scenic view—visible from a viewpoint of a historic site or structure, that may contribute to its historical character. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 63 1963 XI END NOTES 1. Whitney Martinko,Historic Real Estate:MarketMorality and the Politics of Preservation in the Early United States. (Philadelphia: University of Pennsylvania Press, 2020). 2.National Trust For Historic Preservation. "Historic Tax Credits," Savingplaces.org, accessed 5/1/2024,https:Hsavingplaces.org/histon*c-tax-credits. 3. Bradford Bertelli, email message to Historic Florida Keys Foundation, May 20, 2024; email message to authors, May 31, 2024. 4. Treasure Coast Planning Council. Historic Preservation Design Guidelines, (City of Lake Worth Beach,Florida, 2019a). Historic Preservation Educational Guidelines, (City of Lake Worth Beach,Florida, 2019b). 5. City of Key West,Historic Architectural Guidelines, (Key West,Florida, 2002). 6. HDR, Inc. Tavernier Historic Preservation Guidelines. (Monroe County,Florida, 2005). 7. Leah Riley, "A Misunderstood Area of ADA Compliance: Existing Facilities," Bumhamnationwide (blog), accessed 6/10/24,https://www.bumhamnationwide.com/final- review-blog/a-misunderstood-area-of-ada-'compliance-existing-facilities. 8.National Park Service, "Guidelines on Flood Adaptation for Rehabilitating Historic Buildings," Nps.org, accessed 6/11/2024,https://www.nps.gov/articles/000/guidelines-on-flood- adaptation-for-rehabilitating-historic-buildings.htm. BIBLIOGRAPHY Carr, Robert S., et al. Monroe County Cultural Resource Assessment Update. Certified Local Government Grant 4F1503. Monroe County, Florida, 2016. Carr, Robert S., et al. Monroe County Cultural Resource AssessmentH. Certified Local Government Grant 419.h.sm.200-040. Monroe County,Florida, 2019. City of Charleston Guidelines for Elevating Historic Buildings. Charleston, South Carolina: Board of Architectural Review, 2019. City of Key West.Historic Architectural Guidelines. Key West,Florida, 2002. Day, Jane S. Landmark Manual. Town of Palm Beach: Landmarks Preservation Commission, and Preservation Foundation of Palm Beach, 2009. Franchuk, Jessica. "Considerations and concerns for coastal installations." Metal Roofing Magazine. Iola,Wisconsin: Shield Wall Media, 2019-2020.Accessed 4/30/2024. https://readmetalroofing.com/metal-roofing-by-the-sea/. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 64 1964 Goldberger, Paul. Why Architecture Matters.New Haven: Yale University Press, 2009. Harris, Cyril, Editor. Dictionary of Architecture and Construction.New York: Alfred A. Knopf, 1989. HDR, Inc. Tavernier Historic District Preservation Guidelines. Monroe County,Florida, 2005. Hiss, Tony. The Experience ofPlace.New York: Penguin Random House, 1991. Historic Architectural Review Commission. Historic Architectural Guidelines: Design Guidelines in Key West's Historic District. City of Key West, Florida, 1991. Hyland, Mathew G. and Megan L. Otten. Discovering Tavernier. GAI Consultants, Inc. Fort Lauderdale, Florida, 2008. Riley, Leah. A Misunderstood Area of ADA Compliance: Existing Facilities. Burnhamnationwide (blog). Accessed 6/10/24.https://www.bumhafnnationwide.com/final-review-blog/a-misunderstood-area- of-ada-'compliance-existing-facilities. Kaufman, Kathleen. "Top Ten List of Board Practices." Gainesville: Department of Sustainable Development. City of Gainesville, Florida, 2024. Kooles, Kimberly and Caty Rushing. Sample Guidelines for Solar Systems in Historic Districts. Athens, Georgia: National Alliance of Preservation Commissions (NAPC), 2011. Accessed 3/29/2024. https://www.growsolar.org/wp-content/uploads/2015/08/Sample-Guidelines-for-Solar- Systems-in-Historic-Districts.pdf . Martinko, Whitney. Historic Real Estate: Market Morality and the Politics of Preservation in the Early United States. Philadelphia: University of Philadelphia Press, 2020. McAlester, Virginia and Lee. A Field Guide to American Homes. New York: McGraw-Hill Book Company, 1975. Mississippi Development Authority(MDA) Elevation Design Guidelines: For Historic Homes in the Mississippi Gulf Coast Region. Jackson: MDA, 2008a. Mississippi Development Authority(MDA)Elevating Historic Properties: Grant Recipient Guide to Low Impact Construction. Jackson,Mississippi: MDA, 2008b. Elevating Historic Properties:Historic Preservation Commission Guide. Jackson: MDA, 2008c. National Park Service, "Guidelines on Flood Adaptation for Rehabilitating Historic Buildings." Nps.org. Accessed 6/11/2024. https://www.nps.gov/articles/000/guidelines-on-flood-adaptation- for-rehabilitating-historic-buildings.htm. Otten, Megan L. and Mathew G. Hyland. Discovering Tavernier: History and Architecture in Tavernier's Historic District. Key West: Monroe County and Historic Florida Keys Foundation, 2008. Treasure Coast Planning Council Historic Preservation Design Guidelines. City of Lake Worth Beach, 2019a. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 65 1965 Historic Preservation Educational Guidelines. City of Lake Worth Beach, 2019b. U.S. Department of Energy. Home Energy Assessments. Office of Energy Saver. Energy.gov. Accessed 3/29/2024. https://www.energy.gov/energysaver/home-energy-assessments Wilkerson, Jerry. "History of Tavernier." Historical Society of the Upper Keys. Accessed 1/22/2024. http://keyshistory.org/tavemier.htrnl ADDITIONAL INFORMATION: • Florida Trust for Historic Preservation: https://www.floridatrust.org/ • National Park Service—Historic Preservation: https://www.nps.gov/subjects/historicpreservation/index.htm • National Park Service—Technical Preservation Services: https://www.nps.gov/tps/how-to-preserve/briefs.htm • National Park Service—Preservation Briefs: https://www.nps.gov/orgs/1739/preservation-briefs.htm http://www.npshistory.com/publications/preservation/briefs/32.pdf https://www.nps.gov/orgs/1739/upload/flood-adaptation-guidelines-2021.pdf https://www.nps.gov/orgs/1739/upload/sustainability-guidelines.pdf https://www.nps.gov/articles/000/guidelines-on-flood-adaptation-for-rehabilitating-historic-buildings.htm • National Trust for Historic Preservation: https:Hsavingplaces.org/ •State of Florida, Department of State, Division of Historical Resources: https:Hdos.fl.gov/historical/ Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 66 1966 XII APPENDICES: APPENDIX 1. MAP OF THE TAVERNIER HISTORIC DISTRICT �, uuumul I � �of III��I�I�II61 I � 1 i �a � �it J � l(1/N✓i,/ ��J l U II fl V III 0 r U I<, r I' �r �f' I Tavernier Historic District(Monroe County Planning&Environmental Resources GIS 3/8/2024). Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 67 1967 APPENDIX 2. STANDARDS FOR THE REHABILITATION of HISTORIC BUILDINGS Rooted in over 120 years of preservation ethics in both Europe and America, The Secretary of the Interior's Standards are common sense principles in non-technical language. They were developed to help protect our nation's irreplaceable cultural resources by promoting consistent preservation practices. The Standards may be applied to all properties listed in the National Register of Historic Places: buildings, sites, structures, objects, and districts. It should be understood that the Standards are a series of concepts about maintaining, repairing and replacing historic materials, as well as designing new additions or making alterations; as such, they cannot, in and of themselves, be used to make essential decisions about which features of a historic property should be saved and which might be changed. But once an appropriate treatment is selected, the Standards provide philosophical consistency to the work.6 The Four Approaches Four approaches to the treatment of historic buildings are recognized by The Secretary of the Interior's Standards for Rehabilitation and Guidelines for Historic Preservation: PRESERVATION means maintaining a historic building by repair, keeping to the original materials as much as possible; and replacing a feature, if necessary, by using a compatible item. It means not only preserving the original structure but also retaining parts of the building that represent a later historical period. RESTORATION returns a property to a specific time period. It can involve removing additions, reconstructing missing portions and features, and replacing finishes. The Oldest House (1820s) and the Audubon House (1840s)in Key West are eminent examples in Monroe County. RECONSTRUCTION means rebuilding a historical resource that has been lost using archival images and architectural drawings. It also can mean reconstructing part of a building that has been destroyed or effaced over time. REHABILITATION is the technique of preserving a property's historical character while making the changes that may be needed to repair, stabilize, update, or adapt it to a new use. The Ten Standards : the Secretary of the Interior's Standards for Rehabilitation The following are the Standards most often used by local historic district commissions nationwide. They are regulatory for the Historic Preservation Tax Incentives program. All publicly owned contributing or designated historic property or structures located in unincorporated Monroe County will be reviewed according to these standards. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 68 1968 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. 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. 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. 4. Most properties change over time; those changes that have acquired historic significance in their own right shall be retained and preserved. 5. Distinctive features, finishes, and construction techniques or examples of craftsmanship that characterize a historic property shall be preserved. 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. 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. 8. Significant archeological resources affected by a project shall be protected and preserved. If such resources must be disturbed, mitigation measures shall be undertaken. 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. 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. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 69 1969 APPENDIX 3. GUIDELINES FOR COMMISSION MEMBERS (Kaufman 2024) 1. Do utilize your local and federal Criteria and Standards to base your decisions...try to avoid using phrases that sound like you are basing decisions on personal opinion or taste,such as"I really don't like this,"or"this is ugly,"or"this just doesn't look right to me." 2. Do treat all applicants with fairness and politeness,regardless of what you think of the project or request. 3. Do remember that the meeting is being recorded,and those transcripts and recordings are public record. Do not speak with other commissioners about an application if it can't be said into the microphone for all to hear. Even if it is not about the actual project, applicants will feel like there is unjust influence happening at the dais. 4. Remember that the Historic Preservation Board is a quasi-judicial board and is subject to Sunshine Laws. Essentially this means that you cannot speak to another commissioner about any project on the agenda,or a project that you know is coming up on a future agenda,outside of the public hearing. This includes phone calls and emails. You are,however, allowed to talk with Staff about any and all items on the agenda. 5. You may speak with a concerned citizen about an agenda item outside of the meeting,but it is a best practice to make sure that you disclose this fact at the beginning of the agenda item in the meeting. Simply state for the record that this person called/wrote/emailed/spoke with you about this item, but that you are able to make a fair and informed decision on it that will be based on testimony provided at the meeting. 6. Staff's email is public record. Therefore, be aware that anything you email to Staff is also public record. If in doubt,just call Staff. Board members' emails,even your personal email,could potentially become public record. Best practice is,if you don't want it in a newspaper,don't put it in an email. 7. Applicants have the right to a fair hearing (due process). It would be best if you could familiarize yourself with the project and staff recommendations before the hearing. Your decision is important, ensure that it is an informed one. 8. Recusals from voting can only be done if there is an actual conflict of interest.When you need to recuse yourself, simply let the Chair know at the beginning of the item, state your conflict, and leave the dais. You will be notified of when you can return when the item is finished. 9. Respect the Chairperson. This is something that we all forget to do sometimes, but when a Board member wants to speak to an applicant or ask a question,the proper way to"gain the floor"is to request it through the Chair. A Board member does this by simply asking "Mr./Mrs. Chair, may I have the floor," or "Mr. Chair, may I ask a question," or even most simply, "Through the Chair...." The Chairperson will then nod or verbally turn the floor over to the Board member wanting to speak. 10. Ask for a deferral or continuance if you really don't feel like enough information was provided,but just remember people often have contractors or architects waiting to be paid. If there is adequate information provided,the Board should be making a decision, even if it is an uncomfortable one. It is Staff's responsibility to ensure that applications are complete and are brought to you with a recommendation,but you do not have to agree with that recommendation. Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 70 1970 APPENDIX 4. MONROE COUNTY HISTORIC PRESERVATION COMMISSION RULES AND PROCEDURES Mourne County Historic Preservation Commission Rules and Procedures The Monroe County Historic Preservation Commission, in Section 135-3(g)(1),Monroe County band Development Code, is granted the authority to adopt such rules of procedure necessary for the administration of its responsibilities to govern the Historic Preservation Commission's hearings and proceedings. 1. Conduct of Meetings. A. The Planning and Environmental Resources Department(inclusive of its professional designee(s))is instructed not to place any application, item, or proposal on the Historic Preservation Commission's agenda, unless and until in the professional judgment of the professional staff of the Department, all the documentation required by the Monroe County Codes and Monroe County Comprehensive Plan is/are included in the application, that the application is generally in compliance with the technical requirements of the Monroe County Codes and Monroe County Comprehensive Plan, and that the application provides all the information reasonably needed by the Commission to render its decision. The applicant may either revise the application in accordance with the recommendations of the Department's professional staff or may request, in writing, that the application be submitted to the Historic Preservation Commission at the next regularly scheduled meeting that will meet the advertisement requirements. 13. Any information or records(including but not limited to drawings,photos,maps,and documents),or legal memoranda, from the applicant and/or participants must be received by the Planning and]Environmental Resources Department no later than ten(10)calendar days before the Historic Preservation Commission meeting date at which the application is scheduled to be considered by the Historic Preservation Commission. If any such information or records,or legal memoranda,from the applicant and/or participant is received on the tenth calendar day prior to said meeting date,it must be received by the Department no later than 12:00 P.M. noon to be considered by the Historic Preservation Commission. It shall constitute legally inadequate notice to the Department's professional staff, to counsel for the County,or to the Historic Preservation Commission,for Department professional staff,for County counsel,or for the Historic Preservation Commission,to adequately understand,evaluate,or respond to such information or records, or to such legal memoranda,if any are submitted in non-compliance with this Rule of Procedure. C. A majority vote of the historic Preservation Commission is required to allow the information,petitions,or records,or memoranda,as referenced in the foregoing Rule of Procedure,which is submitted in non-compliance with said Rule's ten(10)calendar day submission requirement,into the record. D. In presentation by speakers at the public hearing,the Historic Preservation Commission expressly reserves the right to limit presentations that are not materially relevant to the application under review,or that are clearly repetitive of points previously made. E. The Chairperson or presiding member of the Historic Preservation Commission may limit presentations to three minutes per individual speaker,or to five minutes to those natural persons representing an organization(non-profit or for-profit)or legal person. (1) The first person representing such organization or legal person shall be allowed the five minutes. Subsequently, all other speakers on behalf of such organization or legal person shall have no more than three minutes to address the Historic Preservation Commission. (2) The historic Preservation Commission may request proof of authority to speak on behalf of an organization or on behalf of a legal person,and may request proof of the legal existence of an organization or of the legal existence of a legal person. F. In accordance with Rule Regulating the Florida Ear 4-3.9(Florida Rule of Professional Conduct 4-3.9),as amended, a lawyer representing a client before the Historic Preservation Commission when it is acting as a legislative body or when the Historic Preservation Commission is acting in a non-adjudicative and/or non-quasi-adjudicative proceeding is required to disclose that the appearance is in a representative capacity, and that lawyer shall conform to Rule Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 71 1971 Regulating the Florida Bar 4-3.3(a) through 4-3.3(d) and 4-3.4(a) through 4-3.4(c), as amended (Florida Rules of Professional Conduct 4-3.3(a)through 4-3.3(d),and 4-3.4(a)through 4-3.4(c),as amended). G. In quasi-judicial proceedings and in quasi-legislative proceedings,any applicant,agent of the applicant,or member of the public purporting to offer expert testimony shall identify any educational, occupational, and other ostensible expertise that they possess which is relevant to their qualifications to speak as an expert regarding the matter under consideration. Any Historic Preservation Commission Commissioner, or counsel, may inquire further as to such expertise. 2. Burdens of Proof and Standards of Review. A. The applicant has the initial burden of proof to show that its application conforms to and satisfies the requirements of the Monroe County Codes,the Monroe County Comprehensive Plan,and relevant Florida general law. 3. Testimony and Written Comments. A. The presence and ability to cross-examine the author of an affidavit or similar sworn or attested statement is required for its admissibility into the record of the Historic Preservation Commission,unless for good cause shown (such as, for example, the death of the affiant); this requirement may be waived and/or forfeited by a failure to object to the admission of such affidavit or similar sworn or attested statement. B. Applicants, agents for applicants, and members of the public may submit timely written comments to the Planning and Environmental Resources Department for consideration by the Historic Preservation Commission. Properly and timely submitted written comments may be considered as part of the record as provided elsewhere in these Rules of Procedure and in conformity with the Monroe County Codes and Comprehensive Plan, 4. Qlasi-Lu A. All quasi-judicial proceedings shall be in conformity with Florida general law, B. All quasi-judicial proceedings shall be accordance with Division 7, Article 111, Chapter 2, Monroe County Code of Ordinances. C. All discussions between Historic Preservation Commission members and applicants,their agents,or their counsel,or members of the general public, regarding a quasi-judicial matter to be considered or decided by the Historic Preservation Commission,shall take place at public hearings and be part of the public record.Ex parte communications with the applicant,his,her,or its agent(s), and/or his,her,or its counsel, and/or with members of the general public, regarding a quasi-judicial matter to be considered or decided by the Historic Preservation Commission member,should not occur.However,if any such ex parte communication occurs or any information is communicated ex parte by such person or party to a Historic Preservation Commission member regarding any quasi-judicial matter to be considered or decided by the Historic Preservation Commission, the Historic Preservation Commission member must disclose that ex parte communication and the information communicated ex parte prior to any consideration, discussion, or decision of that item. D. For quasi-judicial hearings involving development applications (including but not limited to requests for special certificates of appropriateness, etc.),the following will be the order of presentation,unless varied at the meeting by the Historic Preservation Commission: (1) Monroe County Planning and Environmental Resources Department professional staff will first present their professional staff report(s)and/or presentation(s); (2) The hearing will be opened for the applicant to speak; (3) The hearing will then be opened for public comment(s); (4) After this, Department professional staff may present any clarifying information to the Historic Preservation Commission; (5) The Historic Preservation Commission Commissioners will then deliberate the matter, and the Historic Preservation Commission shall thereafter conduct:its vote; (6) At any time during the hearing, the Historic Preservation Commission Commissioners may ask Department professional staff questions,and may ask questions of the applicant or of public speakers. E. The failure to file a timely,proper,and sufficiently specific objection,or to present a timely and sufficiently specific legal argument or ground for relief,or to timely raise a sufficiently specific materially relevant legal issue,shall be considered an irrevocable jurisdictional waiver and failure to preserve such objection,argument or ground for relief, or legal issue,and/or irrevocable jurisdictional forfeiture of the opportunity to file such objection or to present such Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 72 1972 legal argument,ground for relief,or legal issue,and failure to preserve such objection,argument or ground for relief,or legal issue. F. Failure to properly file a timely motion for rehearing with the Historic Preservation Commission through the Monroe County Planning and Environmental Resources Department,in the Historic Preservation Commission's capacity as the lower tribunal in administrative and/or judicial appeals,proceedings,or actions,bringing to the Historic Preservation Commission's attention any and all putative insufficiencies in the findings of fact,summaries, clear statements,or conclusions of law entered in its written decision by exhaustively identifying any and all such putative insufficiencies and requesting entry of a more complete order fully addressing such insufficiencies,is and shall be deemed a binding waiver of such issue(s)and irremediable failure to preserve error on such ground(s)in any appeal,proceeding,or action,that seeks administrative or judicial relief from said written decision. G. Formal rules of evidence shall not apply, but basic due process' shall be observed and shall govern quasi-judicial proceedings before the Historic Preservation Commission. Discovery (including, but not limited to, depositions, requests for production, requests for admission, and interrogatories) is not permitted or authorized in Historic Preservation Commission proceedings. 5. Meeti ig_Decorum. A. Scope of Discussion and Comments. (1) During each item before the Historic Preservation Commission, all comments, remarks, statements, and arguments shall be exclusively be made at the lectern,to the Historic Preservation Commission as a whole,clearly into the microphone, and, if televised, visible to the T.V. audience. No comments, remarks, statements, or arguments may be made away from a location directly in front of a microphone.The purpose of this requirement is to ensure that all comments, remarks, statements, or arguments may be entered into the minutes and/or the record. (2) No applicant, counsel for an applicant,or member of the public may direct questions to individual members of the Historic Preservation Commission. (3) No applicant, counsel for an applicant, or member of the public may direct questions to a presenter, although public comment from such persons may result in a Historic Preservation Commission member asking a question to a presentation presenter to clarify a matter. (4) No applicant, counsel for an applicant, or member of the public may direct questions to Monroe County professional staff, although public comment from such persons may result in a member of the Historic Preservation Commission asking a question to County professional staff to clarify a matter,although a party(or, if represented, counsel for that party's counsel) may direct questions to County professional staff during authorized cross-examination in an appropriate,duly noticed quasi-judicial proceeding. (5) No applicant, counsel for an applicant, or member of the public may direct questions concerning materially relevant elements of a claim or appeal to a Historic Preservation Commission member, to County professional staff, or to counsel for the County, although public comment from such persons may result in the Historic Preservation Commission asking such a question to County professional staff,or to counsel for the County. (6) No applicant,counsel for an applicant,or member of the public may direct questions to counsel for the County. (7) No member of the public may direct questions to an applicant,although public comment from such persons may result in the Historic Preservation Commission asking a question to an applicant to clarify a matter. (8) No member of the public may direct questions to counsel for an applicant. (9) No applicant, counsel for an applicant, or member of the public may direct questions to the audience, or to members of the public. (10)Each speaker shall clearly state his or her name for the record,and,if applicable,the organization or legal person represented,if any. (11)Each speaker's remarks must be directed to the Historic Preservation Commission as a whole and shall not be to individual Historic Preservation Commission members, shall not be to the applicant, shall not be to counsel for the applicant,shall not be to County professional staff,shall not be to counsel for the County,and shall not be to the audience or gallery or members of the general public. (12)Each speaker shall confine his or her comments exclusively to the proposition before the Historic Preservation Commission he or she has requested to speak on, "B&6c due pn)cess"sl,�,,)fl be comtrued ,,��s synonymous widi di c term "Tfuiidary�enUd due process." Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 73 1973 (13)Speakers may rim addrus, or persist in addreming, hwerial and/or it-rdevant wycs. (14)Speakers may nw rise any dorm of pr(A"wnvy or abusdvc Comments, 15)(Amiduct car acui in vh&tkm of a suTe of disolsdon and curnnvni OR of Pnwedue MVmved heivhn MwO not be considered by the Ffio.)rrc Preservation Con-mirssion in making its firsts decision on the niialter bel'ore It ProhibRe f,'()"( Uq. (1) Speakem may not m0se to Oeld he Nacm an&or porflurl when the Historic Preservation Coruanis6m Chairperson or preslding rnernt.)er of4w =o6c Prewmw5n Conlarkshon hm stated Ow his (w Ar 9wakkig the is Up. (2) One speaker, wsrjlelha a natmal or a kagal pasm, nmy not donare or transfer his, her, or its speaking thile to anm1wr speaker. (3) The IlkwHe Prewrvonion Cornridmion Omirperson or presiNng nlember of dw Hhooric PrewmMfon C'Millilission nlay notify and warn as speaker that his ca- her conlrrents have exceeded the scope ot'Ore SUf,iOCt matter of the proposithi whVh he or Me had MgnM tvp to address. (4) Shmmhg or yeHing at the Monroe County I listorre ("(1)rninission, at Nlklnroc (,oianty Nanning and F'rlvironrnental Resources Dylmn-row prolmkold MOT or W coon d Rw Me Cowq, K KOO pm=wd M all trilres, All such behavlor auRnnaONly conQues dimwdcrlyor coraemptuous coiOuct hi Odadon cqlhe flislortc PmmrwH&n(InmrAsshori's RuWs of Procedwe Abunive emimeMs and&r pemorud atmcks %ll be considued hrunwedal and irrelevant to Ow hearing or proccedin,g, and slaall amsbute a bmwh of the ptivileges to address or offer comments, remarks, argurnents, s,wtemcaits,ot,prcsentMkmmtoTe lfi,,,toric Preservation Conunksion,and shall not dine.lolenited. A,li such behirvior autornatkally consOnves disorderly or COWCalptUOUS COndUCt in ViOlati0tr Of Ora HiS[OT'iC Coninilssion's Rules off'roCedUre. (6) AH persons and m&Ons area prolhNni loin being unduly rqw6doils or premmOrg unwren rax nnawkHy relevant W dre heni under wamhJuhmL Srich hAwAw aammildt owunknes disonhody or cmnanowmm condmi 41 vkkAon oar ow Furstodc Presavation Comrnission's Rules of ProcedUru'. (7) No shouOng, OMpOl apamAhig, cheer-ing, shqh& hecldhg, b(ning, or varbal ouSamsts in saWpon of or in opposition to a speAer's ronaas, we w-nJUN AU mch helm6w shall be cwmWered disemmums oud dison-derly or,conlerriptuous conducl in violation of the 101oric Preservaliorl Corrniiissiori'!s Rules of procedure, (8) No shouting, daphg, applaw0g, chee&& singin& hmThy, N)orrig, or verbal otabursts in supporl of or ril otlposu6oli w a Ifistodc NvwmMion Cornmissimi Coinnussionet's remark, am pamMNL AH such %mirr AaH he umrsidured dMorn-Wotv;wK dimday or emaemptuous conduon in Sdadon of1he I Panic Piemxvahon Commission's Rules of'llrocedure NO dymst appWww"dwer0g,singing, lieckling,bwk%or Atouthg Amu Ne ndienc oaakry,or vo% outhums in wqport of on in opposition o,�asserlim, aTunwM%or Mmernem by cowed for Me(Aum'y or Be wmarks of comsel for ari applio-ant, me p erminalL AH awh bdnkw A mH be umvi&m di d soomems ,md thsordwIly or inverrWww"emlic"n vidathn orwe i stmic Premxva don(Amuldsion's Odes KlAncedum, (10)Celkllar lelephmw emwavadais half he prAihited clul-ing lhswdc Pi-esemmOn Cwnrnkhm ineethgw All telcphonc r lngel s an flic I f isim ic, Preservathn CommNsAm phyVal mul digital incoing roorn(s) shaU be set to ARM nw&. 0 1)All persons and ernOn am pmWhhed from committing acts of vioOnce or Amatenkg to umllmh a0s of OoNce (12)AnjQRhvAhmJ ;w organ i zationa I or degal perscm myewratatNe m10 auempts lu d&nM( a thsto6c P'nsemadon Cormnission nrecting sh'dl be subject to Nabifiryand ackon as authorized law, (B)IN 101orfu Povsenvion Cominkskmi (Aml,ison or presiding mernber of dw Hhaorh Pmwrvatholn (Irrimisvicon is muthuNd to rqmm an KNOWal who viAmes and dwwa% wSimN U) mane v&Whg and conlirtues to violate the behavimal condw Odes of1hocedum approved lwrek Ri Wave the ISUnic Presavadon C'ornmission ph�yslcal or digrtdl rnecinig,, moan and uray reymm N a dWy mlfliorrzed law enf'orcernent agency officer to physically rernove from or physically escort mA ofa I listoric Prescrvanon Conirnissical meeting room an indrviduM who violates and thereafter refusestea ceme viadmirrg and contkuesw vkAMe Me behav&M comhet Rules of,Procedurc approvol he'rern. (14)(Ondw or acts in v&Wtkm of bohwharal cmduct Rut of Poxwedwe approved hereks shWI noi to consWewd by the I lhacn1c flmsemmbn Carnmishm in makUng is nnM c1cision on the master beltnv K Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 74 1974 4 Rules of Debate A, I Way I Umoric PwammOn Ummission Conin-iissioner ha exchisive�,)/ con fine his or her coinnrenui, stalenients, rernarks,contentions,wid qwMinn"o Me WwWon mda dehate, 11"Viren as nnhm is prescinNI and smmdal, h is uirder consAknodon mW no ONT nrioHori %H he receNed OwnmiRer, except to arneird, to adjourn, or to lay on die lalflc, (i.c., to em%w V) as dMe caurkn arr hi WhI h; a time such as to somoke allor 1he mcuuence oNn Kdepwi,dmi event witich is anticipmed U)mcur as an unknown Intic,, in the fuhire) 7. Decisions. A, Only one, Historic PmsemmOn Cominisshmi meonher may hue Me Rcon- W a iinic. When a Historic Preservation Cominission member% dw nmq m,cAher Hisuvic Presawoion(:brnn-us,,;ioar mernber array riaumpt, B. Delfbeiations of Ow l9wric Prewnwim Uninokshm, and dedsims on all matters by Me %toric I'mwmation Coniniksion, shall be madc at the public mmthg al which the "Okathn or poposal is hearot wrihass the Histirric 1Wwmarthon Comrnkskm cnnsiders additional Onie firr dehbera6on rwce Asa ary and conthmes the heariirg to another nucoNg. (I Art application may m be w0drawn by an applicant after the Ihstoric lfesenvhn Cmnm&kn vme has been ordemi1by the ffistode Presamian Ununission ChdMason o0y be pKdOgnwinberofthe Ihstatic Commission. D. When the Historic Preservation CorrunKoWs We on a nmtWr is evenly divided,the motion shall be decined to have hd% E, When a question has been decided by the Historic Preservation ComnAssimn only a Mstodc Prewrva6on CorrrrnisMon Commissioner voting on the prevailing side may ntove Rr rewnsidewimi A'Sie qmMkn exchmiNdy at he same Media& 8. Unnicts. In my hwance when a pmuxlurc emaNishied by these Rules ofllrmedure vKhtes or is in Wectmedable connict with fidet-al or state law or(Jounty orchnminq dw pmwOuc(s) estublished hercrorder shall be inoperafive only w tlw extent of stich irreconcf1able conflict, 11' arty pord(m herad is heW by an mindlowive kabW u4lku or cmn (&amMomt jurisdiction to be invalid, such pombri Mmil be dmnwd severaNe hroni the rerrudi-rder and, U) Ow emort possible, the rernairider shall be operative without the invalid pordon, I FhAuTs Ri rS r er. In all events and cases rwt covered by test pNwcTwn, Robem's Rules of Order shall be used as as gemrod grokle and may be hallowed by the H Nudc Prvwmakm (ImmkAm UhakiTermmi or the presklkg nmWwr as dre I HMMc Pmwr-vM% Commission, unless aw HWON PrvwmMKn UmmOmAn wat-rules the Chah-pason(w Im-esiding mernber of the thmic %semation %nnikhm. ISSSED AND ADOPITD by they Ifistoric Preservation Commission of Manure (Aunty, Florida, at a duly notWed public inecting this 6"'day of February, 2023, Tavernier Historic District Preservation Guidelines Monroe County,Florida:June 2024 75 1975 Monroe County Purchasing Policy and Procedures ATTACHMENT D.5 COUNTY ADMINISTRATOR CONTRACT SUMMARY FORM FOR CONTRACTS $100,000.00 and Under Contract with- Archaeological&Historical conservancy 24.h sm.100!003 Effective Date: 09/14/2023 Expiration Date: 06/30/2024 Contract Purpose/Description: Professional'services to udpate the Tavernier Historic Architectural Design Guidelines written in 2005 to meet current conditions which shall include but not be limited to the integration of the Land Development Regulations Chapter 134 which. addresses historical and archaeological resources with the new guidelines; incorporating the recently adopted staff approval matrix;and promoting resilience to wind and water damage while protecting the:historic integrity of the community. Contract is Original Agreement Contract Amendment/Extension Renewal Contract Manager: Oksana Chdstow' 4474 Budget& Finance CONTRACT COSTS Total Dollar Value of Contract: $ 25'000 00 Current Year Portion: $ (must be$100,000.00 or less) (If multiyear agreement then requires BOCC approval,unless the ist 11 aint ihlii�c 4Imt ni is slflQl Q1Q1Ql.Q1Q1 or lw�kk). Budgeted? Yes Nov Grant: $25,000.00 County Match: $ 0.00 Fund/Cost Center/Spend Category: 125-01538-530310-00036 ADDITIONAL COSTS Estimated Ongoing Costs: $ /yr For: N/A (Not included in dollar value above) (e.g.maintenance,utilities,janitorial,salaries,etc.) Insurance Required: YES ❑NO 0 CONTRACT REVIEW Reviewer Date In Department Head Signature: Tina Boan Digitally signed by Tina 04an Date'.2023.09.28 16'.12'.04-04'00' County Attorney Signature: Christine Limbert-Barrows Risk Management Signature: Purchasing Signature: Lisa Abreu Digitally signed by Lisa Abreu Date'.2023.10.03 14'.28'.47-04'00' John Quinn Digitally signed by John Quinn OMB Signature: Date'.2023.10.03 16'.34'.57-04'00' Comments: Revised BOCC 4/19/2023 Page 84 of 105 1976 AGREEMENT FOR CONSULTING SERVICES For The Tavernier Historic District Architectural Design Guidelines Update This Agreement ("Agreement") made and entered into this 14th day of September 2023, by and between Monroe County, a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida, 33040, its successors and assigns, hereinafter referred to as "COUNTY," through the Monroe County Board of County Commissioners ("BOCC"), AND Archaeological & Historical Conservancy, Inc., a Corporation of the State of Florida, whose address is 4800 SW 64th Avenue, Suite 107, Davie, FL 33314, its successors and assigns, hereinafter referred to as "CONSULTANT", WITNESSETH: WHEREAS, COUNTY desires to employ a professional CONSULTANT to update the Architectural Design Guidelines for the Tavernier Historic District and Publicly Owned Historic Structures in Monroe County, Florida; and WHEREAS, COUNTY has been awarded and entered into a Small Matching Grant Agreement with the State of Florida, Department of State, Division of Historical Resources, Grant No. 24.h.sm.100.003 for the Project "Design Guideline Update for the Tavernier Historic District and Publicly Owned Historic Structures in Monroe County, Florida in the amount of $25,000 "Grant Agreement"; and WHEREAS, CONSULTANT has agreed to provide professional services to update the Tavernier Historic District Architectural Design Guidelines written in 2005 to meet current conditions which shall include but not be limited to, the integration of the Land Development Regulations Chapter 134 which addresses historical and archeological resources with the new guidelines; incorporating the recently adopted staff approval matrix; and promoting resilience to wind and water damage while protecting the historic integrity of the community, which services shall collectively be referred to as the "Project"; NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements stated herein, and for other good and valuable consideration, the sufficiency of which is hereby acknowledged, COUNTY and CONSULTANT agree as follows: ARTICLE 1 1.1 REPRESENTATIONS AND WARRANTIES 1977 By executing this Agreement, CONSULTANT makes the following express representations and warranties to the COUNTY: 1.1.1 The CONSULTANT shall maintain all necessary licenses, permits or other authorizations necessary to act as CONSULTANT for the Project until the CONSULTANT'S duties hereunder have been fully satisfied; 1.1.2 The CONSULTANT has become familiar with the Project site and the local conditions under which the Work is to be completed. 1.1.3 The CONSULTANT shall prepare all documentation required by this Agreement in such a manner that they shall be accurate, coordinated and adequate for use in verifying work completed and associated costs and shall be in conformity and comply with all applicable law, codes and regulations. The CONSULTANT warrants that the documents prepared as a part of this Agreement will be adequate and sufficient to document costs in a manner that is acceptable for reimbursement by government agencies, therefore eliminating any additional cost due to missing or incorrect information; 1.1.4 The CONSULTANT assumes full responsibility to the extent allowed by law with regards to his performance and those directly under his employ. 1.1.5 The CONSULTANT'S services shall be performed as expeditiously as is consistent with professional skill and care and the orderly progress of the Project. In providing all services pursuant to this agreement, the CONSULTANT shall abide by all statutes, ordinances, rules and regulations pertaining to, or regulating the provisions of such services, including those now in effect and hereinafter adopted. Any violation of said statutes, ordinances, rules and regulations shall constitute a material breach of this agreement and shall entitle the Board to terminate this contract immediately upon delivery of written notice of termination to the CONSULTANT. 1.1.6 At all times and for all purposes under this agreement the CONSULTANT is an independent contractor and not an employee of the Board of County Commissioners for Monroe County. No statement contained in this agreement shall be construed so as to find the CONSULTANT or any of his/her employees, Consultants, servants, or agents to be employees of the Board of County Commissioners for Monroe County. 1.1.7 The CONSULTANT shall not discriminate against any person on the basis of race, creed, color, national origin, sex, age, or any other characteristic or aspect which is not job related, in its recruiting, hiring, promoting, terminating, or any other area affecting employment under this agreement or with the provision of services or goods under this agreement. ARTICLE II SCOPE OF CONSULTANT'S BASIC SERVICE 2.1 DEFINITION 1978 2.1.1 CONSULTANT'S Basic Services consist of those described in Paragraphs 2.2 through 2.6, and other services identified as part of Basic Services and in accordance with the Grant Agreement attached hereto as Attachment A, and include normal consulting services to complete the Monroe County Cultural Assessment 11. The CONSULTANT shall commence work on the services provided for in this Agreement promptly upon his receipt of a written notice to proceed from the COUNTY. The notice to proceed must contain a description of the services to be performed, and the time within which services must be performed. 2.1.2 Project schedule is as follows: After Authorization Phase I — Data Collection and Review Phase 11 — Draft Publication Phase III — Final Product Note: Activities listed above may occur concurrently. The Project must be completed no later than June 30, 2024. Time is of the essence in this regard. 2.2 DATA COLLECTION AND REVIEW 2.2.1 The project will entail meeting with Conty staff, the Historic Preservation Commission and the Public for input. The current Guidelines written in 2005 need to be updated to meet current conditions. This project seeks to integrate the Land Development Regulations, Chapter 134 which addresses archaeological and historical resources with the new guidelines; include the recently adopted staff approval matrix; and promote resilience to wind and water damage, while protecting the historic integrity of the community. 2.3 DRAFT PUBLICATION 2.3.1 Included shall be monthly updates. The due date of the draft document is April 30, 2024; CONSULTANT must deliver a draft document to the COUNTY and the State on or before that date. 2.4 FINAL PRODUCT 2.4.1 The final product will be a comprehensive Updated Design Guideline document. The format should be downloadable as a PDF document and in a size that is easily able to be printed off a computer or photocopied and bound for hardcopy distribution. The final product must comply with the terms of the COUNTY'S Grant Agreement with the State of Florida and be delivered to the COUNTY and the State on or before June 30, 2024. 2.5 CORRECTION OF ERRORS, OMISSIONS, DEFICIENCIES 2.5.1 The CONSULTANT shall, without additional compensation, promptly correct any errors, omissions, deficiencies, or conflicts in the work product of the CONSULTANT or its subconsultants, or both. 1979 2.7 WRITTEN NOTICE Any notices sent by the parties shall be deemed to have been duly served if delivered in person to the individuals and addresses listed below, or if delivered or sent by first class mail, certified, return receipt, or by courier with proof of delivery. All written correspondence to the COUNTY shall be dated and signed by an authorized representative of the CONSULTANT. The correspondence shall be directed to: Ms. Oksana Christow Grants Coordinator 1100 Simonton Street, Room 2-213 Key West, Florida 33040 And: Diane Silvia Historic Florida Keys Foundation, Inc. 510 Greene Street Key West, Florida And: Mr. Roman Gastesi Monroe County Administrator 1100 Simonton Street, Room 2-205 Key West, Florida 33040 Notice to the CONSULTANT shall be delivered to: 4800 SW 641"Avenue, Suite 107 Davie, Florida 33314 ARTICLE III ADDITONAL SERVICE 3.1 The services described in this Article III are not included in Basic Services. They shall be paid for by the COUNTY as an addition to the compensation paid for the Basic Services but only if approved by the COUNTY before commencement, and are as follows: A. Providing services of CONSULTANT for other than the previously listed consulting scope of the Project provided as a part of Basic Services. B. Providing any other services not otherwise included in this Agreement or not customarily furnished in accordance with generally accepted consulting practice. B. Providing representation before public bodies in connection with the Project, upon approval by COUNTY, except for the presentation to the BOCC noted in Section 2.5.1. 3.2 If Additional Services are required, such as those listed above, the COUNTY shall issue a letter requesting and describing the requested services to the CONSULTANT. The CONSULTANT shall respond with a fee proposal to perform the requested services. Only after receiving an amendment to the Agreement and a notice to proceed from the COUNTY, shall the CONSULTANT proceed with the Additional Services. 1980 ARTICLE IV COUNTY'S RESPONSIBILITIES 4.1 The COUNTY shall provide full information regarding requirements for the Project including objectives, schedule, constraints and criteria. 4.2 The COUNTY shall designate a representative to act on the COUNTY'S behalf with respect to the Project. The COUNTY or its representative shall render decisions in a timely manner pertaining to documents submitted by the CONSULTANT in order to avoid unreasonable delay in the orderly and sequential progress of the CONSULTANT'S services. 4.3 Prompt written notice shall be given by the COUNTY and its representative to the CONSULTANT if they become aware of any fault or defect in the Project or non- conformance with the Agreement Documents. Written notice shall be deemed to have been duly served if sent pursuant to paragraph 2.8. 4.4 The COUNTY shall furnish the required information and services and shall render approvals and decisions as expeditiously as necessary for the orderly progress of the CONSULTANT'S services and work of the contractors. 4.5 The COUNTY'S review of any documents prepared by the CONSULTANT or its subconsultants shall be solely for the purpose of determining whether such documents are generally consistent with the COUNTY'S criteria, as, and if, modified. No review of such documents shall relieve the CONSULTANT of responsibility for the accuracy, adequacy, fitness, suitability or coordination of its work product. 4.6 The COUNTY shall provide copies of necessary documents required to complete the work. 4.7 Any information that may be of assistance to the CONSULTANT that the COUNTY has immediate access to will be provided as requested. ARTICLE V INDEMNIFICATION AND HOLD HARMLESS The CONSULTANT covenants and agrees to indemnify, hold harmless and defend COUNTY, its commissioners, officers, employees, agents and servants from any and all claims for bodily injury, including death, personal injury, and property damage, including damage to property owned by Monroe County, and any other losses, damages, and expenses of any kind, including attorney's fees, court costs and expenses, which arise out of, in connection with, or by reason of services provided by CONSULTANT or its Subcontractor(s) in any tier, occasioned by the negligence, errors, or other wrongful act or omission of the CONSULTANT, its Subcontractor(s) in any tier, their officers, employees, servants and agents. In the event that the completion of the project (to include the work of others) is delayed or 1981 suspended as a result of the Architect/Engineer/Consultant's failure to purchase or maintain the required insurance, the CONSULTANT shall indemnify COUNTY from any and all increased expenses resulting from such delay. Should any claims be asserted against COUNTY by virtue of any deficiency or ambiguity in the plans and specifications provided by the CONSULTANT, the CONSULTANT agrees and warrants that CONSULTANT hold the County harmless and shall indemnify it from all losses occurring thereby and shall further defend any claim or action on the COUNTY'S behalf. The first ten dollars ($10.00) of remuneration paid to the CONSULTANT is consideration for the indemnification provided for above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement. This indemnification shall survive the expiration or earlier termination of the Agreement. ARTICLE VI PERSONNEL 6.1 PERSONNEL The CONSULTANT shall assign only qualified personnel to perform any service concerning the project. At the time of execution of this Agreement, the parties anticipate that the following named individuals will perform those functions as indicated: NAME FUNCTION So long as the individuals named above remain actively employed or retained by the CONSULTANT, they shall perform the functions indicated next to their names. If they are replaced the CONSULTANT shall notify the COUNTY of the change immediately. ARTICLE VII COMPENSATION 7.1 PAYMENT SUM 7.1.1 The COUNTY shall pay the CONSULTANT in current funds for the CONSULTANT'S performance of this Agreement in a not to exceed amount of$25,000.00. 7.2 PAYMENTS 7.2.1 For its assumption and performance of the duties, obligations, and responsibilities set forth herein, the CONSULTANT shall be paid upon delivery of the final product, contingent upon 1982 approval of the draft and final product by COUNTY and the State of Florida, Division of Historical Resources. (A) If the CONSULTANT'S duties, obligations and responsibilities are materially changed by amendment to this Agreement after execution of this Agreement, compensation due to the CONSULTANT shall be equitably adjusted, either upward or downward; (B) As a condition precedent for any payment due under this Agreement, the CONSULTANT shall submit a proper invoice to COUNTY requesting payment for services properly rendered and reimbursable expenses due hereunder. The CONSULTANT'S invoice shall describe with reasonable particularity the service rendered. The CONSULTANT'S invoice shall be accompanied by such documentation or data in support of expenses for which payment is sought at the COUNTY may require. 7.3 REIMBURSABLE EXPENSES 7.3.1 Reimbursable expenses include expenses incurred by the CONSULTANT in the interest of the project outside of the basic scope of work: a. Expense of transportation submitted by CONSULTANT, in writing, and living expenses in connection with travel authorized by the COUNTY, in writing, but only to the extent and in the amounts authorized by Section 112.061, Florida Statutes; b. Reproductions as requested only by the COUNTY. C. Postage and handling of reports; 7.4 BUDGET 7.4.1 The CONSULTANT may not be entitled to receive, and the COUNTY is not obligated to pay, any fees or expenses in excess of the amount budgeted for this contract in each fiscal year (October 1 - September 30) by COUNTY'S Board of County Commissioners. The budgeted amount may only be modified by an affirmative act of the COUNTY'S Board of County Commissioners. 7.4.2 The COUNTY'S performance and obligation to pay under this Agreement is contingent upon an annual appropriation by the Board of County Commissioners and the approval of the Board members at the time of contract initiation and its duration. ARTICLE VIII INSURANCE 8.1 The CONSULTANT shall obtain insurance as specified and maintain the required insurance at all times that this Agreement is in effect. In the event the completion of the project (to include the work of others) is delayed or suspended as a result of the CONSULTANT'S failure to purchase or maintain the required insurance, the 1983 CONSULTANT shall indemnify the COUNTY from any and all increased expenses resulting from such delay. 8.2 The coverage provided herein shall be provided by an insurer with an A.M. Best rating of VI or better, that is licensed to business in the State of Florida and that has an agent for service of process within the State of Florida. The coverage shall contain an endorsement providing sixty (60) days notice to the COUNTY prior to any cancellation of said coverage. Said coverage shall be written by an insurer acceptable to the COUNTY and shall be in a form acceptable to the COUNTY. 8.3 CONSULTANT shall obtain and maintain the following policies: A. Workers' Compensation insurance as required by the State of Florida, sufficient to respond to Florida Statute 440. B. Employers Liability Insurance with limits of $100,000.00 bodily injury per Accident, $500,000.00 bodily injury by disease, policy limits, and $100,000.00 injury by disease each employee. C. Comprehensive business automobile and vehicle liability insurance covering claims for injuries to members of the public and/or damages to property of others arising from use of motor vehicles, including onsite and offsite operations, and owned, hired or non- owned vehicles,with $50,000 per person, $100,000 per Occurrence, $25,000 Property Damage or $100,000 combined single limit. D. Commercial general liability, including Personal Injury Liability, covering claims for injuries to members of the public or damage to property of others arising out of any covered act or omission of the CONSULTANT or any of its employees, agents or subcontractors or subconsultants, including Premises and/or Operations, Products and Completed Operations, Independent Contractors; Broad Form Property Damage and a Blanket Contractual Liability Endorsement with $300,000.00 per person, $500,000.00 per occurrence, and $200,000.00 property damage or $500,000 Combined Single Limit. An Occurrence Form policy is preferred. If coverage is changed to or provided on a Claims Made policy, its provisions should include coverage for claims filed on or after the effective date of this contract. In addition, the period for which claims may be reported must extend for a minimum of 48 months following the termination or expiration of this contract. E. Professional liability insurance of$300,000.00 per occurrence and $500,000.00 annual aggregate. If the policy is a "claims made" policy, CONSULTANT shall maintain coverage or purchase a "tail" to cover claims made after completion of the project to cover the statutory time limits in Chapter 95 of the Florida Statutes. F. COUNTY shall be named as an additional insured with respect to CONSULTANT'S liabilities hereunder in insurance coverages identified in Paragraphs C and D. G. CONSULTANT shall require its subconsultants to be adequately insured at least to the limits prescribed above, and to any increased limits of CONSULTANT if so required 1984 by COUNTY during the term of this Agreement. COUNTY will not pay for increased limits of insurance for subconsultants. H. CONSULTANT shall provide to the COUNTY certificates of insurance or a copy of all insurance policies including those naming the COUNTY as an additional insured. The COUNTY reserves the right to require a certified copy of such policies upon request. I. If the CONSULTANT participates in a self-insurance fund, a Certificate of Insurance will be required. In addition, the CONSULTANT may be required to submit updated financial statements from the fund upon request from the COUNTY. ARTICLE IX MISCELLANEOUS 9.1 SECTION HEADINGS Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. 9.2 OWNERSHIP OF THE PROJECT DOCUMENTS Any copyright for publications or other materials prepared by the CONSULTANT for this Project shall be held by the Florida Department of State, Division of Historical Resources. CONSULTANT may arrange for copyright of such materials only after approval from the Department of State. Any copyright arranged for by the CONSULTANT shall include acknowledgment of grant assistance. CONSULTANT agrees to, and awards to the Department of State and, if applicable, the Federal Government, and to its officers, agents, and employees acting within the scope of their official duties, a royalty-free, nonexclusive, and irrevocable license throughout the world for official purposes, to publish, translate, reproduce, and use all subject data or copyrightable material based on such data covered by the copyright. 9.3 SUCCESSORS AND ASSIGNS The CONSULTANT shall not assign or subcontract its obligations under this agreement, except in writing and with the prior written approval of the Board of County Commissioners for Monroe County and the CONSULTANT, which approval shall be subject to such conditions and provisions as the Board may deem necessary. This paragraph shall be incorporated by reference into any assignment or subcontract and any assignee or subcontractor shall comply with all of the provisions of this agreement. Subject to the provisions of the immediately preceding sentence, each party hereto binds itself, its successors, assigns and legal representatives to the other and to the successors, assigns and legal representatives of such other party. 9.4 NO THIRD PARTY BENEFICIARIES 1985 Nothing contained herein shall create any relationship, contractual or otherwise, with or any rights in favor of, any third party. 9.5 TERMINATION A. The COUNTY may terminate this agreement in accordance with the terms of Attachment C, Section 3.1 of the Grant Agreement between the State of Florida and COUNTY, attached hereto as Attachment A. B. The CONSULTANT may terminate this agreement in accordance with the terms of Attachment C, Section 3.2 of the Grant Agreement between the State of Florida and COUNTY, attached hereto as Attachment A. C. Either of the parties hereto may cancel this Agreement without cause by giving the other party sixty (60) days written notice of its intention to do so. D. If the County determines that the Consultant has submitted a false certification under Section 287.135(5), Florida Statutes or has been placed on the Scrutinized Companies that Boycott Israel List, or is engaged in a boycott of Israel, the County shall have the option of(1)terminating the Agreement after it has given the Consultant written notice and an opportunity to demonstrate the agency's determination of false certification was in error pursuant to Section 287.135(5)(a), Florida Statutes, or (2) maintaining the Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. 9.6 CONTRACT DOCUMENTS This contract consists of the Agreement (Articles I-IX), the documents referred to in the Form of Agreement as a part of this Agreement, the Historic Preservation Grant Award Agreement (Attachment A), and attachments B, C, D, E, and F and modifications made after execution by written amendment. In the event of any conflict between any of the Contract documents, the one imposing the greater burden on the CONSULTANT will control. 9.7 PUBLIC ENTITIES CRIMES A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on contracts to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. By signing this Agreement, CONSULTANT represents that the execution of this Agreement will not violate the Public Entity Crimes Act(Section 287.133, Florida Statutes). 1986 Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto, and may result in debarment from COUNTY'S competitive procurement activities. In addition to the foregoing, CONSULTANT further represents that there has been no determination, based on an audit, that it or any subconsultant has committed an act defined by Section 287.133, Florida Statutes, as a "public entity crime" and that it has not been formally charged with committing an act defined as a"public entity crime" regardless of the amount of money involved or whether CONUSULTANT has been placed on the convicted vendor list. CONSULTANT will promptly notify the COUNTY if it or any subcontractor or subconsultant is formally charged with an act defined as a "public entity crime" or has been placed on the convicted vendor list. 9.8 MAINTENANCE OF RECORDS CONSULTANT shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Records shall be retained for a period of five years from the termination of this agreement. COUNTY, CONSULTANT, and the State of Florida Department of State Division of Historical Resources or their authorized representatives shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term of the Agreement and for four years following the termination of this Agreement. If an auditor employed by the COUNTY or Clerk determines that monies paid to CONSULTANT pursuant to this Agreement were spent for purposes not authorized by this Agreement, or were wrongfully retained by the CONSULTANT, the CONSULTANT shall repay the monies together with interest calculated pursuant to Sec. 55.03, of the Florida Statutes, running from the date the monies were paid by the COUNTY. 9.9 GOVERNING LAW, VENUE, INTERPRETATION, COSTS, AND FEES This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, COUNTY and CONSULTANT agree that venue shall lie in the 161h Judicial Circuit, Monroe County, Florida, in the appropriate court or before the appropriate administrative body. This agreement shall not be subject to arbitration. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. 9.10 SEVERABILITY If any term, covenant, condition or provision of this Agreement (or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this Agreement, shall not be affected thereby; and each remaining term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable to the fullest extent permitted by law unless the enforcement of the remaining 1987 terms, covenants, conditions and provisions of this Agreement would prevent the accomplishment of the original intent of this Agreement. The COUNTY and CONSULTANT agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. 9.11 ATTORNEYS FEES AND COSTS The COUNTY and CONSULTANT agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. 9.12 BINDING EFFECT The terms, covenants, conditions, and provisions of this Agreement shall bind and inure to the benefit of the COUNTY and CONSULTANT and their respective legal representatives, successors, and assigns. 9.13 AUTHORITY Each party represents and warrants to the other that the execution, delivery and performance of this Agreement have been duly authorized by all necessary County and corporate action, as required by law. 9.14 CLAIMS FOR FEDERAL OR STATE AID CONSULTANT and COUNTY agree that each shall be, and is, empowered to apply for, seek, and obtain federal and state funds to further the purpose of this Agreement; provided that all applications, requests, grant proposals, and funding solicitations shall be approved by each party prior to submission. 9.15 ADJUDICATION OF DISPUTES OR DISAGREEMENTS COUNTY and CONSULTANT agree that all disputes and disagreements shall be attempted to be resolved by meet and confer sessions between representatives of each of the parties. If the issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to seek such relief or remedy as may be provided by this Agreement or by Florida law. This provision does not negate or waive the provisions of paragraph 9.5 concerning termination or cancellation. 9.16 COOPERATION In the event any administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of this Agreement, COUNTY and CONSULTANT agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings, and other activities related to the substance of this Agreement or provision of the services under this Agreement. COUNTY and CONSULTANT specifically agree that no party to this Agreement shall be required to enter into any arbitration proceedings related to this Agreement. 1988 9.17 NONDISCRIMINATION CONSULTANT and COUNTY agree that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the court order. CONSULTANT and COUNTY agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VII of the Civil Rights Act of 1964 (PL 88-352), which prohibits discrimination in employment on the basis of race, color, religion, sex, and national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC §§ 1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC § 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC §§ 6101-6107), which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, §§ 523 and 527 (42 USC §§ 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patient records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC § 3601 et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC § 12101), as may be amended from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code, Chapter 14, Article II, which prohibits discrimination on the basis of race, color, sex, religion, disability, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; and 11) any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties hereto, or the subject matter of, this Agreement. 12) The consultant may not discriminate against any employee employed under this Agreement, or against any applicant for employment because of race, color, religion, gender, national origin, age, pregnancy, handicap or marital status. 9.18 COVENANT OF NO INTEREST CONSULTANT and COUNTY covenant that neither presently has any interest, and shall not acquire any interest,which would conflict in any manner or degree with its performance under this Agreement, and that only interest of each is to perform and receive benefits as recited in this Agreement. 9.19 CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. 9.20 NO SOLICITATION/PAYMENT 1989 The CONSULTANT and COUNTY warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of the provision, the CONSULTANT agrees that the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. 9.21 PUBLIC ACCESS. Consultant must comply with Florida public records laws, including but not limited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The County and Consultant shall allow and permit reasonable access to, and inspection of, all documents, records, papers, letters or other "public record" materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the County and Consultant in conjunction with this contract and related to contract performance. The County shall have the right to unilaterally cancel this contract upon violation of this provision by the Consultant. Failure of the Consultant to abide by the terms of this provision shall be deemed a material breach of this contract and the County may enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This provision shall survive any termination or expiration of the contract. The Consultant is encouraged to consult with its advisors about Florida Public Records Law in order to comply with this provision. Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the Consultant is required to: (1) Keep and maintain public records that would be required by the County to perform the service. (2) Upon receipt from the County's custodian of records, provide the County with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Consultant does not transfer the records to the County. (4) Upon completion of the contract, transfer, at no cost, to the County all public records in possession of the Consultant or keep and maintain public records that would be required by the County to perform the service. If the Consultant transfers all public records to the County upon completion of the contract, the Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records 1990 disclosure requirements. If the Consultant keeps and maintains public records upon completion of the contract, the Consultant shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the County, upon request from the County's custodian of records, in a format that is compatible with the information technology systems of the County. (5) A request to inspect or copy public records relating to a County contract must be made directly to the County, but if the County does not possess the requested records, the County shall immediately notify the Consultant of the request, and the Consultant must provide the records to the County or allow the records to be inspected or copied within a reasonable time. If the Consultant does not comply with the County's request for records, the County shall enforce the public records contract provisions in accordance with the contract, notwithstanding the County's option and right to unilaterally cancel this contract upon violation of this provision by the Consultant. A Consultant who fails to provide the public records to the County or pursuant to a valid public records request within a reasonable time may be subject to penalties under section119.10, Florida Statutes. The Consultant shall not transfer custody, release, alter, destroy or otherwise dispose of any public records unless or otherwise provided in this provision or as otherwise provided by law. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY AT PHONE# 305-292- 3470 BRADLEY-BRIAN(a,MONROECOUNTY-FL.GOV, MONROE COUNTY ATTORNEY'S OFFICE 1111 12TH Street, SUITE 408, KEY WEST, FL 33040. 9.22 NON-WAIVER OF IMMUNITY Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the CONSULTANT and the COUNTY in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the COUNTY be required to contain any provision for waiver. 9.23 PRIVILEGES AND IMMUNITIES 1991 All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules and pensions and relief, disability, workers' compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of the COUNTY, when performing their respective functions under this Agreement within the territorial limits of the COUNTY shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees outside the territorial limits of the COUNTY. 9.24 LEGAL OBLIGATIONS AND RESPONSIBILITIES Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the COUNTY, except to the extent permitted by the Florida constitution, state statute, and case law. 9.25 NON-RELIANCE BY NON-PARTIES No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third-party claim or entitlement to or benefit of any service or program contemplated hereunder, and the CONSULTANT and the COUNTY agree that neither the CONSULTANT nor the COUNTY or any agent, officer, or employee of either shall have the authority to inform, counsel, or otherwise indicate that any particular individual or group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. 9.26 ATTESTATIONS AND TRUTH IN NEGOTIATION CONSULTANT agrees to execute such documents as COUNTY may reasonably require, including a Public Entity Crime Statement, an Ethics Statement, and a Drug-Free Workplace Statement. Signature of this Agreement by CONSULTANT shall act as the execution of a truth in negotiation certificate stating that wage rates and other factual unit costs supporting the compensation pursuant to the Agreement are accurate, complete, and current at the time of contracting. The original contract price and any additions thereto shall be adjusted to exclude any significant sums by which the agency determines the contract price was increased due to inaccurate, incomplete, or concurrent wage rates and other factual unit costs. All such adjustments must be made within one year following the end of the Agreement. 9.27 NO PERSONAL LIABILITY No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of Monroe County in his or her individual capacity, and no member, officer, agent or employee of Monroe County shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 1992 9.28 EXECUTION INI COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together, shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by sigrling any such counterpart. IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly authorized representative on the day and year first above written. BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA Bv: Roman Adwo min istrator MONROE COUNTY ATTORNEY M'PR?W 1)AS TO FOR I I UM4" CH RISITNE LIMBFRT-BARROWS Date: 10.04.2023 ASSISTANT COUNTY ATTORNEY DATE. ........9t27/23............... (Seal) CONSULTANT Attest: BY: By: OLC Title: Title: -r CC c.-V 01, Q* - - - - - - - - - - - - DE30RAH 3ROWNFIE.1 Notary Puak-Wte of Flodu END OF AGREEMENT 4 Commission CHH M736 M my Comm.Expires ay 14r.2077 tprzded through Natiortat Notary AM. GRANT AGREEMENT ATTACHMENT A PUBLIC ENTITY CRIME STATEMENT ATTACHMENT B ETHICS CLAUSE ATTACHMENT C NON-COLLUSION AFFIDAVIT ATTACHMENT D, DRUG-FREE WORKPLACE FORM ATTACHMENT E VENDOR CERTIFICATION REGARDING SCRUTINIZED COMPANIES LISTS ATTACHMENT F 1993 ATTACHMENT A AGREEMENT BETWEEN THE STATE OF FLORIDA, DEPARTMENT OF STATE AND Monroe County Board of County Commissioners 24.h.sm.100.003 This Agreement is by and between the State of Florida, Department of State, Division of Historical Resources hereinafter referred to as the"Division,"and the Monroe County Board of County Commissioners hereinafter referred to as the "Grantee." The Grantee has been awarded a Small Matching Grant by the Division, grant number 24.h.sm.100.003 for the Project "Design Guideline Update for the Tavernier Historic District and Publicly owned Historic Structures in Unincorporated Monroe County portions of unincorporated Monroe County,"in the amount of$25,000("Grant Award Amount"). The Division enters into this Agreement pursuant to Line Item 3233, contained in the 2024 General Appropriations Act, SB2500, Laws of Florida. The Division has the authority to administer this grant in accordance with Section 267.0617, Florida Statutes. In consideration of the mutual covenants and promises contained herein,the parties agree as follows: 1. Grant Purpose. This grant shall be used exclusively for the"Design Guideline Update for the Tavernier Historic District and Publicly owned Historic Structures in Unincorporated Monroe County portions of unincorporated Monroe County,"the public purpose for which these funds were appropriated. a) The Grantee shall perform the following Scope of Work: Grant funds will be used to hire a professional historic preservation consultant to develop/update Design Review Guidelines for Historic sites, properties, and archaeological resources within the Tavernier Historic District and portions of unincorporated Monroe County. Guidelines will be made available to the public via the County's website and at Monroe County libraries. All tasks associated with the Project shall meet the requirements set forth in this agreement. b) The Grantee agrees to provide the following Deliverables and Performance Measures related to the Scope of Work for payments to be awarded. # Payment Deliverable Description Documentation Payment Type Amount 1 Fixed Submit a copy of the professional historic One(1)copy of the $8,333 Price preservation consultant's credentials and a professional historic project timeline to the Division for review preservation consultant's and approval. credentials; One(1)copy of the project timeline Page:1 Grant Award Agreement(Form GAA001),Effective 07/2023 1994 2 Fixed Complete and submit a copy of the One(1)electronic copy of the $8,333 Price complete and final draft design review complete and final draft design guidelines to the Division for review and review guidelines approval. 3 Fixed Complete and submit a copy of the final One(1) electronic and one(1) $8,334 Price design review guidelines, as well as alive hard copy of the final design link to the guidelines on the City's website, review guidelines; Live link to to the Division for review and approval. In the guidelines on the City's addition, a Single Audit Form shall be website; One(1) Single Audit completed by the Grantee and submitted Form; One(1)copy of the final along with the Final Progress Report prior progress report; documentation to final payment; documentation to support to support all paid expenditures all paid expenditures including detailed including detailed paid invoices, paid invoices, bank records, and canceled bank records, and canceled checks. checks. Totals $25,000 c) The Grantee has provided an Estimated Project Budget based upon reasonable expenditures projected to accomplish the Grantee's Scope of Work and Deliverables outlined in the Agreement. The Budget provides details of how grant and match funds will be spent. All expenditures shall be in accordance with this budget(which is incorporated as part of this Agreement and entitled Attachment A)and must be incurred during the term of this Agreement, as stated in Section 2 of this Agreement. 2. Length of Agreement. This Agreement shall begin on 07/01/23, and shall end 06/30/24, unless terminated in accordance with the provisions of Section 33 of this Agreement. Contract extensions will not be granted unless Grantee is able to provide substantial written justification and the Division approves such extension. The Grantee's written request for such extension must be submitted to the Division no later than thirty(30)days prior to the termination date of this Agreement and no amendment will be valid until a written amendment is signed by both parties as required in Section 7 and Section 15 of this Agreement. 3. Contract Administration. The parties are legally bound by the requirements of this Agreement. Each parry's contract manager, named below, will be responsible for monitoring its performance under this Agreement, and will be the official contact for each party. Any notice(s)or other communications in regard to this agreement shall be directed to or delivered to the other parry's contract manager by utilizing the information below. Any change in the contact information below shall be submitted in writing to the contract manager within 10 days of the change. For the Division of Historical Resources: Harley Burgis Florida Department of State R.A. Gray Building 500 South Bronough Street Tallahassee, FL 32399 Phone:850.245.6393 Page:2 Grant Award Agreement(Form GAA001),Effective 07/2023 1995 Email:harley.burgis@dos.myflorida.com For the Grantee: Contact:Diane Silvia Address: 1100 Simonton St. Room 2-216 Key West Florida 33040 Phone: Email:hfkf@bellsouth.net 4. Grant Payments. All grant payments are requested online via www.dosgrants.com by submitting a payment request with documentation that the deliverable has been completed. The total grant award shall not exceed the Grant Award Amount,which shall be paid by the Division in consideration for the Grantee's minimum performance as set forth by the terms and conditions of this Agreement. Grant payment requests are not considered complete for purposes of payment until review of the deliverables for compliance with the terms and conditions of this Agreement by the appropriate Division staff is complete and approval of the deliverables given. The grant payment schedule is outlined below: a) All payments will be made in the amounts identified with the Deliverables in Section 1 of this agreement. b) All payments will be made in accordance with the completion of those Deliverables. 5. Electronic Payments. The Grantee can choose to use electronic funds transfer(EFT)to receive grant payments. All grantees wishing to receive their award through electronic funds transfer must submit a Direct Deposit Authorization form to the Florida Department of Financial Services (DFS). If EFT has already been set up for the organization and a payment has been received at the account in the past year, the Grantee does not need to submit another authorization form unless the organization has changed bank accounts. If the grantee has not received a payment at the account in the past year,they should check with DFS at(850)413-5517 or e-mail at DirectDeposit@MyFloridaCFO.com to see if their EFT request is still active. The authorization form is accessible at httpsJ/www.myfloridaefo.com/docs-sf/accounting-and-auditing-hbraries/vendors/vendor- relations/dfs-al-26e-direct-deposit-vendors.pdf?sfvrsn=eff128cf_16 where information pertaining to payment status is also available. 6. Florida Substitute Form W 9.A completed Substitute Form W 9 is required from any entity that receives a payment from the State ofFlorida that maybe subject to 1099 reporting.The Departirmt of Financial Services(DFS)crust have the correct Taxpayer Identification Number(TIN)and other related information m order to report accurate tax information to the Internal Reverim Service(IRS). To register or access a Florida Substitute Form W-9 visit flvendor.myfloridacfo.com A copy of the Grantee's Florida Substitute Form W 9 mist be submitted to the Division,as required,in advance of or with the executed Agreement. 7. Amendment to Agreement. Either party may request modification of the provisions of this Agreement by contacting the Division to request an Amendment to the Contract. Changes which are agreed upon shall be valid only when in writing, signed by each of the parties, and attached to the original of this Agreement. If changes are implemented without the Division's written approval, the organization is subject to noncompliance, and the grant award is subject to reduction, partial, or complete refund to the State of Florida and termination of this agreement. 8. Financial Consequences. The Department shall apply the following financial consequences for failure to perform the minimum level of services required by this Agreement in accordance with Sections 215.971 and Page:3 Grant Award Agreement(Form GAA001),Effective 07/2023 1996 287.058,Florida Statutes. a) Any advanced funds will be returned to the State of Florida if unexpended within the first 3 months of disbursement. b) Payments will be withheld or reduced for failure to complete services as identified in the Scope of Work and Deliverables,provide documentation that the deliverable has been completed, or demonstrate the appropriate use of state funds. c) If the grantee has spent less than the Grant Award Amount in state funds to complete the Scope of Work, the final payment will be reduced by an amount equal to the difference between spent state dollars and the Grant Award Amount. d) The Division may reduce individual payments by 10% if the completed Deliverable does not meet the Secretary of the Interior's Standards and Guidelines or other industry standards applicable to the project. The Division shall reduce total grant funding for the Project in direct proportion to match contributions not met by the end of the grant period. This reduction shall be calculated by dividing the actual match amount by the required match amount indicated in the Agreement and multiplying the product by the Grant Award Amount indicated in the Agreement. Pursuant to Section 17, Grantee shall refund to the Division any excess funds paid out prior to a reduction of total grant funding. 9. Additional Special Conditions. Planning Projects. 1. The Grantee shall submit planning project contracts to the Division for review and approval prior to execution. Procurement documentation supporting maximum open competition must be submitted to the Division for review and approval upon request prior to execution of project contracts. 2. For architectural planning projects, all project work must be in compliance with the Secretary of the Interior's Standards and Guidelines, available online at www.nps.gov/tps/standards.litm. 3. For historic structure report planning projects, all project work must be in compliance with Preservation Brief 43, available online at httns://www.np oy/tps/how-to-presei-ve/briefs/43-historic-stnictum- remrts.htm. 4. Planning activities on historic Religious Properties shall be limited to building exterior envelope, excluding accessibility upgrades, and structural elements of the building. 5. Copyright and Royalties:When publications,brochures, films, or similar materials are developed, directly or indirectly, from a program, project or activity supported by grant funds, any copyright resulting therefrom shall be held by the Florida Department of State, Division of Historical Resources. The author may arrange for copyright of such materials only after approval from the Department. Any copyright arranged for by the author shall include acknowledgment of grant assistance. As a condition of grant assistance, the grantee agrees to, and awards to the Department and, if applicable,to the Federal Government, and to its officers, agents, and employees acting within their official duties, a royalty-free, nonexclusive, and irrevocable license throughout the world for official purposes, to publish, translate, reproduce, and use all subject data or copyrightable material based on such data covered by the copyright. 10. Credit Line(s)to Acknowledge Grant Funding. Pursuant to Section 286.25,Florida Statutes, in publicizing, Page:4 Grant Award Agreement(Form GAA001), Effective 07/2023 1997 advertising, or describing the sponsorship of the program the Grantee shall include the following statement: a) "This project is sponsored in part by the Department of State, Division of Historical Resources and the State of Florida."Any variation in this language must receive prior approval in writing by the Division. b) All site-specific projects mist include a Project identification sign,with the aforementioned language,that mist be placed on site.The ofpreparation and erection of the Project identification sign are allowable project costs.Routine maintenance costs of Project signs are not allowable project costs.A photograph of the aforementioned sign mist be subni ted to the Division as soon as it is erected. Non-site-specific projects that produce report(s)crust include the aforementioned language in the report. 11. Encumbrance of Funds. The Grantee shall execute a binding contract for at least a part of the Scope of Work by September 30, except as allowed below. a) Extension of Encumbrance Deadline:The encumbrance deadline indicated above may be extended by written approval of the Division. To be eligible for this extension, the Grantee must demonstrate to the Division that encumbrance of grant funding and the required match by binding contract(s)is achievable by the end of the requested extended encumbrance period. The Grantee's written request for extension of the encumbrance deadline must be submitted to the Department no later than fifteen(15) days prior to the encumbrance deadline indicated above. b) Encumbrance Deadline Exception:For projects not involving contract services the Grantee and the Department shall consult on a case-by-case basis to develop an acceptable encumbrance schedule. 12. Grant Reporting Requirements. The Grantee must submit the following reports to the Division. All reports shall document the completion of any deliverables/tasks, expenses and activities that occurred'during that reporting period. All reports on grant progress will be submitted online via www o$,,rants.c.ot,j, a) First Project Progress Report is due by October 31, for the period ending September 30. b) Second Project Progress Report is due by January 31, for the period ending December 31. c) Third Project Progress Report is due by April 30, for the period ending March 31. d) Final Report. The Grantee must submit a Final Report to the Division within one month of the Grant Period End Date set forth in Section 2 above. 13. Matching Funds. The Grantee is required to provide a 100%match of the Grant Award Amount unless reduced as provided in this section. Of the required match, a minimum of 25%must be cash on hand. The remaining match may include in-kind services, volunteer labor, donated materials, and additional cash. For projects located in Rural Economic Development Initiative(REDI)counties or communities that have been designated in accordance with Sections 288.0656 and 288.06561,Florida Statutes, Grantees may request a waiver of the match amount. Grantees that are Certified Local Government(CLG)organizations and Main Street Program organizations are not required to provide a match. The Grantee must submit documentation that the minimum match requirements have been met and provide to the Division documentation evidencing expenses incurred to comply with this requirement. 14. Grant Completion Deadline. The grant completion deadline is the end date of this Agreement set forth in Page:5 Grant Award Agreement(Form GAA001),Effective 07/2023 1998 Section 2 above. The Grant Completion Deadline is the date when all grant and matching funds have been paid out or incurred in accordance with the work described in the Scope of Work, detailed in the Estimated Project Budget. If the Grantee finds it necessary to request an extension of the Grant Completion Deadline, an Amendment to the Agreement must be executed as per Section 7, and the stipulations in Section 15 must be met. 15. Extension of the Grant Completion Deadline.An extension of the completion date must be requested at least thirty(30) days prior to the end of the Grant Period and may not exceed 30 days, unless the Grantee can clearly demonstrate extenuating circumstances. An extenuating circumstance is one that is beyond the control of the Grantee, and one that prevents timely completion of the Project such as a natural disaster, death or serious illness of the individual responsible for the completion of the Project, litigation related to the Project, or failure of the contractor or architect to provide the services for which they were contracted to provide. An extenuating circumstance does not include failure to read or understand the administrative requirements of a grant or failure to raise sufficient matching funds. Changes to the original completion deadline shall be valid only when requested in writing, approved by the Division, and an Amendment to the Agreement has been executed by both parties and attached to the original of this Agreement. The Grantee must provide documentation that a portion of the grant funds and match contributions are encumbered and demonstrate to the satisfaction of the Division that project work is progressing at a rate such that completion is achievable within the extended Grant Period. 16. Non-allowable Grant Expenditures. The Grantee agrees to expend all grant funds received under this agreement solely for the purposes for which they were authorized and appropriated. Expenditures shall be in compliance with the state guidelines for allowable Project costs as outlined in the Department of Financial Services' Reference Guide for State Expenditures (revised 10/20222), which are incorporated by reference and are available online at https://www.myflolidacfo.com/docs-sVaccounting-and-auditing-hbraries/state- agencies/reference-guide-for-state-expenditures.pdf?sfvrsn=b4cc3337_2. The following categories of expenditures are non-allowable for expenditure of grant funds and as contributions to required match: a) Expenditures for work not included in the Scope of Work of the executed Grant Award Agreement; b) Costs of goods and services not procured in accordance with procurement procedures set forth in the Grant Award Agreement, Chapter 287 of the Florida Statutes and/or Rule 60A-1.002 of the Florida Administrative Code; c) Costs not consistent with the gra>rt project type,as described in section V.C.2.ofthe program guidelines and as selected in the application; d) Expenses incurred or obligated prior to or after the Grant Period, as indicated in the Grant Award Agreement; e) Expenses associated with lobbying or attempting to influence Federal, State or local legislation, the judicial branch or any state agency; f) Expenditures for work not consistent with the applicable historic preservation standards as outlined in the Secretary of the Interior's Guidelines available at httpsJ/www.nps.gov/tps/standards/treatment-guidehnes- 2017.pdf, standards available at https://www.nps.gov/tps/standards.htin and nps.gov/histoty/local- law/arch—stnds_O.htm or applicable industry standards; g) Costs for projects having as their primary purpose the fulfillment of Federal or State historic preservation Page:6 Grant Award Agreement(Form GAA001), Effective 07/2023 1999 regulatory requirements, including costs of consultation and mitigation measures required under Section 106 of the National Historic Preservation Act of 1966, as amended, or under Section 267.031, F.S.; h) Projects directed at activities or Historic Properties that are restricted to private or exclusive participation or access,which shall include restricting access on the basis of sex, race, color, religion,national origin, disability, age,pregnancy, handicap or marital status; i) Entertainment, food, beverages,plaques, awards or gifts; j) Costs or value of donations or In-kind Contributions not documented in accordance with the provisions of the Grant Award Agreement; k) Indirect costs including Grantee overhead, management expenses, general operating costs and other costs that are not readily identifiable as expenditures for the materials and services required to complete the work identified in the Scope of Work in the Grant Award Agreement. Examples of indirect costs include: rent/mortgage, utilities,janitorial services, insurance, accounting, internet service,monthly expenses associated to security systems, non-grant related administrative and clerical staffing, marketing and fundraising activities; 1) Administrative and project management expenditures such as expenditures that are directly attributable to management of the grant-assisted Project and meeting the reporting and associated requirements of the Grant Award Agreement, whether grant expenditures or match contributions,which in aggregate exceed 5% of the grant award amount; m) Grantee operational support(i.e., organization salaries not directly related to grant activities;travel expenditures;per diem; or supplies); n) Insurance costs; o) Capital improvements to property; p) Planning activities for the interior of Religious Properties (Exception:planning related to structural elements of the building. Examples include:foundation repairs, repairs to columns, load bearing wall framing,roof framing, masonry repairs, window and exterior door repairs and restoration practices associated with the building envelope); q) Planning for accessibility improvements for Religious Properties; r) Furniture, including but not limited to:desks, tables, seating, rugs and mats, artwork and decorations, window treatments, case goods (including cabinets, countertops, or bookshelves)with no historic precedent, systems' furniture, movable partitions and acoustical treatments and components, unless specific prior approval has been granted by the Division; s) Equipment(a)including but not limited to portable sound systems, specialty fixtures and equipment, visual display units, appliances, computers, cameras, printers, scanners, projection systems,portable light fixtures, and total stations unless specific prior approval has been granted by the Division(b)If special equipment is required for completion of the Project, it shall be rented for the grant term unless it can be shown that acquiring the equipment is cheaper than renting the equipment and approval has been provided by the Division as part of the documentation presented at the time of application. If the value of special equipment is to be used as a match contribution, the value of the match contribution shall be limited to the Page:7 Grant Award Agreement(Form GAA001),Effective 07/2023 2000 cost of rental for the Grant Period at the market rate for such rental in the region; t) Supplies that will not be consumed in use during the duration of this project; u) Costs associated with attending or hosting conferences, summits,workshops or presentations (Exception: municipal or county required public meetings necessary for completion of the grant-assisted project including facility rental fees); v) Travel expenditures, including those of personnel responsible for items of work approved by the Division, administrative personnel, contracted or subcontracted employees, either for purposes of work on-site or research off-site; and w) Tuition waivers, fees, and other non-grant related costs associated with employing students for grant projects. 17. Unobligated and Unearned Funds and Allowable Costs. In accordance with Section 215.971,Florida Statutes,the Grantee shall refund to the State of Florida any balance of unobligated funds which has been advanced or paid to the Grantee. In addition, funds paid in excess of the amount to which the recipient is entitled under the terms and conditions of the agreement must be refunded to the state agency. Further, the recipient may expend funds only for allowable costs resulting from obligations incurred during the specified agreement period. Expenditures of state financial assistance must be in compliance with the laws,rules, and regulations applicable to expenditures of State funds, including,but not limited to, the Reference Guide for State Expenditures. 18. Repayment. All refunds or repayments to be made to the Department under this Agreement are to be made payable to the order of the"Department of State"and mailed directly to the following address:Florida Department of State, Attention: Grants Program Supervisor, Division of Historical Resources, 500 South Bronough Street Tallahassee, FL 32399. In accordance with Section 215.34(2),Florida Statutes, if a check or other draft is returned to the Department for collection, Grantee shall pay to the Department a service fee of $15.00 or five percent(5%)of the face amount of the returned check or draft, whichever is greater. 19. Single Audit Act. Each Grantee, other than a Grantee that is a State agency, shall submit to an audit pursuant to Section 215.97,Florida Statutes. See Attachment B for additional information regarding this requirement. 20. Retention of Accounting Records. Financial records, supporting documents, statistical records, and all other records including electronic storage media pertinent to the Project shall be retained for a period of five(5)years after the close out of the grant. If any litigation or audit is initiated, or claim made,before the expiration of the five-year period, the records shall be retained until the litigation, audit, or claim has been resolved. 21. Obligation to Provide State Access to Grant Records. The Grantee must make all grant records of expenditures, copies of reports, books, and related documentation available to the Division or a duly authorized representative of the State of Florida for inspection at reasonable times for the purpose of making audits, examinations, excerpts, and transcripts. 22. Obligation to Provide Public Access to Grant Records. The Division reserves the right to unilaterally cancel this Agreement in the event that the Grantee refuses public access to all documents or other materials made or received by the Grantee that are subject to the provisions of Chapter 119,Florida Statutes, known as the Florida Page:8 Grant Award Agreement(Form GAA001),Effective 07/2023 2001 Public Records Act. The Grantee must immediately contact the Division's Contract Manager for assistance if it receives a public records request related to this Agreement. 23. Investment of Funds Received But Not Paid Out. The Grantee may temporarily invest any or all grant funds received but not expended, in an interest bearing account pursuant to Section 216.181(16)(b),Florida Statutes. Interest earned on such investments should be returned to the Division quarterly, except that interest accrued less than$100 within any quarter may be held until the next quarter when the accrued interest totals more than$100. All interest accrued and not paid to the Division, regardless of amount, must be submitted with the Grantee's final Progress Report at the end of the Grant Period. 24. Noncompliance with Grant Requirements.Any Grantee that has not submitted required reports or satisfied other administrative requirements for this grant or other Division of Historical Resources grants or grants from any other Florida Department of State(DOS)Division will be in noncompliance status and subject to the DOS Grants Compliance Procedure. Grant compliance issues must be resolved before a grant award agreement may be executed, and before grant payments for any DOS grant may be released. 25. Accounting Requirements. The Grantee must maintain an accounting system that provides a complete record of the use of all grant funds as follows: a) The accounting system must be able to specifically identify and provide audit trails that trace the receipt, maintenance, and expenditure of state funds; b) Accounting records must adequately identify the sources and application of funds for all grant activities and must classify and identify grant funds by using the same budget categories that were approved in the grant application. If Grantee's accounting system accumulates data in a different format than the one in the grant application, subsidiary records must document and reconcile the amounts shown in the Grantee's accounting records to those amounts reported to the Division. c) An interest-bearing checking account or accounts in a state or federally chartered institution may be used for revenues and expenses described in the Scope of Work and detailed in the Estimated Project Budget. d) The name of the account(s)must include the grant award number; e) The Grantee's accounting records must have effective control over and accountability for all funds, property, and other assets; and f) Accounting records must be supported by source documentation and be in sufficient detail to allow for a proper pre-audit and post-audit(such as invoices, bills, and canceled checks). 26. Availability of State Funds. The State of Florida's performance and obligation to pay under this Agreement are contingent upon an annual appropriation by the Florida Legislature, or the United States Congress in the case of a federally funded grant. In the event that the state or federal funds upon which this Agreement is dependent are withdrawn, this Agreement will be automatically terminated and the Division shall have no further liability to the Grantee, beyond those amounts already released prior to the termination date. Such termination will not affect the responsibility of the Grantee under this Agreement as to those funds previously distributed. In the event of a state revenue shortfall, the total grant may be reduced accordingly. Page:9 Grant Award Agreement(Form GAA001),Effective 07/2023 2002 27. Independent Contractor Status of Grantee. The Grantee, if not a state agency, agrees that its officers, agents and employees, in performance of this Agreement, shall act in the capacity of independent contractors and not as officers, agents, or employees of the state. The Grantee is not entitled to accrue any benefits of state employment, including retirement benefits and any other rights or privileges connected with employment by the State of Florida. 28. Grantee's Subcontractors. The Grantee shall be responsible for all work performed and all expenses incurred in connection with this Agreement. The Grantee may subcontract, as necessary, to perform the services and to provide commodities required by this Agreement. The Division shall not be liable to any subcontractor(s)for any expenses or liabilities incurred under the Grantee's subcontract(s), and the Grantee shall be solely liable to its subcontractor(s)for all expenses and liabilities incurred under its subcontract(s). The Grantee must take the necessary steps to ensure that each of its subcontractors will be deemed to be"independent contractors"and will not be considered or permitted to be agents, servants,joint ventures, or partners of the Division. 29. Liability. The Division will not assume any liability for the acts, omissions to act, or negligence of, the Grantee, its agents, servants, or employees; nor may the Grantee exclude liability for its own acts, omissions to act, or negligence, to the Division. a) The Grantee shall be responsible for claims of any nature, including but not limited to injury, death, and property damage arising out of activities related to this Agreement by the Grantee, its agents, servants, employees, and subcontractors. The Grantee, other than a Grantee which is the State or the State's agencies or subdivisions, as defined in Section 768.28,Florida Statutes, shall indemnify and hold the Division harrnless from any and all claims of any nature and shall investigate all such claims at its own expense. If the Grantee is governed by Section 768.28,Florida Statutes, it shall only be obligated in accordance with that Section. b) Neither the state nor any agency or subdivision of the state waives any defense of sovereign immunity, or increases the limits of its liability,by entering into this Agreement. c) The Division shall not be liable for attorney fees, interest, late charges or service fees, or cost of collection related to this Agreement. d) The Grantee shall be responsible for all work performed and all expenses incurred in connection with the Project. The Grantee may subcontract as necessary to perform the services set forth in this Agreement, including entering into subcontracts with vendors for services and commodities; and provided that it is understood by the Grantee that the Division shall not be liable to the subcontractor for any expenses or liabilities incurred under the subcontract and that the Grantee shall be solely liable to the subcontractor for all expenses and liabilities incurred under the subcontract. 30. Strict Compliance with Laws. The Grantee shall perform all acts required by this Agreement in strict conformity with all applicable laws and regulations of the local, state and federal law. 31. No Discrimination. 71re Grantee and their subcontractors may not discriminate against any employee employed under this Agreement, or against any applicant for employment because of race,color,religion,gender,national origin,age,pregnancy,handicap or marital status. 71ie following or a similar provision must be inserted into all of the subcontracts for services executed under this Agreement: a. No employee or applicant for employment engaged under this Agreement may be discriminated against because ofrace,color, Page:10 Grant Award Agreement(Form GAA001), Effective 07/2023 2003 religion,gender,national origin,age,pregnancy,handicap or nmrital status. 32. Breach of Agreement. The Division will demand the return of grant funds already received, will withhold subsequent payments, and/or will terminate this agreement if the Grantee improperly expends and manages grant funds, fails to prepare,preserve or surrender records required by this Agreement, or otherwise violates this Agreement. 33. Termination of Agreement. a) Termination by the Division. The Division will terminate or end this Agreement if the Grantee fails to fulfill its obligations herein. In such event, the Division will provide the Grantee a notice of its violation by letter, and shall give the Grantee fifteen(15)calendar days from the date of receipt to cure its violation. If the violation is not cured within the stated period, the Division will terminate this Agreement. The notice of violation letter shall be delivered to the Grantee's Contract Manager,personally, or mailed to his/her specified address by a method that provides proof of receipt. In the event that the Division terminates this Agreement, the Grantee will be compensated for any work completed in accordance with this Agreement, prior to the notification of termination, if the Division deems this reasonable under the circumstances. Grant funds previously advanced and not expended on work completed in accordance with this Agreement shall be returned to the Division, with interest, within thirty(30)days after termination of this Agreement. The Division does not waive any of its rights to additional damages, if grant funds are returned under this Section. b) Termination for convenience. The Division or the Grantee may terminate the grant in whole or in part when both parties agree that the continuation of the Project would not produce beneficial results commensurate with the further expenditure of funds. The two parties will agree upon the termination conditions, including the effective date, and in the case of partial terminations, the portion to be terminated. c) Termination by Grantee. The Grantee may unilaterally cancel the grant at any time prior to the first payment on the grant although the Department must be noted in writing prior to cancellation. After the initial payment, the Project may be terminated, modified, or amended by the Grantee only by mutual agreement of the Grantee and the Division. Request for termination prior to completion must fully detail the reasons for the action and the proposed disposition of the uncompleted work. 34. Preservation of Remedies.No delay or omission to exercise any right,power, or remedy accruing to either party upon breach or violation by either party under this Agreement, shall impair any such right, power or remedy of either party;nor shall such delay or omission be construed as a waiver of any such breach or default, or any similar breach or default. 35. Non-Assignment of Agreement. The Grantee may not assign, sublicense nor otherwise transfer its rights, duties or obligations under this Agreement without the prior written consent of the Division, which consent shall not unreasonably be withheld. The agreement transferee must demonstrate compliance with the requirements of the Project. If the Division approves a transfer of the Grantee's obligations, the Grantee shall remain liable for all work performed and all expenses incurred in connection with this Agreement. In the event the Legislature transfers the rights, duties, and obligations of the Division to another governmental entity pursuant to Section 20.06,Florida Statutes, or otherwise, the rights, duties, and obligations under this Agreement shall be transferred Page:1 l Grant Award Agreement(Form GAA001),Effective 07/2023 2004 to the successor governmental agency as if it was the original party to this Agreement. 36. Required Procurement Procedures for Obtaining Goods and Services. The Grantee shall provide maximum open competition when procuring goods and services related to the grant-assisted project. Procurement documentation supporting maximum open competition may be requested by the Division for review and approval prior to execution of these subcontracts. a) The Grantee must procure all professional services (architects, conservators, historic preservation consultai structural engineers, landscape architects,)using at least a request for qualifications, and the grantee must solicit at least three(3)responses to their request for the service. b) All contracts for procurement of goods and services (construction, exhibit fabrication, etc.)not included in Section 36.a. as described above must be procured in the manner described below: 1. Procurement of Goods and Services Not Exceeding$35,000. The Grantee must use the applicable procurement method described below: i Purchases Up to $2,500:Procurement of goods and services where individual purchases do not exceed $2,500 may be conducted at the Grantee's discretion using good purchasing practices. ii. Purchases or Contract Amounts Between$2,500 and $35,000:Goods and services costing between$2,500 and $35,000 require informal competition such as written quotations and informal bids, and may be procured by purchase order, acceptance of vendor proposals or other appropriate procurement document. 2. Procurement of Goods and Services Exceeding $35,000. Goods and services costing over $35,000 may be procured by either formal invitation to bid or request for proposals, and may be procured by purchase order, acceptance of vendor proposals or other appropriate procurement document. i. Any formal competitive solicitation shall be made available simultaneously to all vendors,must include the time and date for the receipt of bids,proposals, or replies and of the public opening, and must include all contractual terms and conditions applicable to the procurement, and the criteria to be used in determining acceptability and relative merit of the bid, proposal, or reply c) State entities should follow required procedures set forth in Chapter 287, Florida Statutes and Rule 60A 1.0 of Florida Administrative Code. If the grantee is a non-state entity(local government or non- profit organization)and has existing procurement requirements and procedures, follow the more restrictive, as long as state requirements are still met. 37. Conflicts of Interest. The Grantee hereby certifies that it is cognizant of the prohibition of conflicts of interest descrbed in Sections 112.311 through 112.326,Florida Statutes, and affirms that it will not enter into or maintain a business or other relationship with any employee of the Department of State that would violate those provisions. The Grantee further agrees to seek authorization from the General Counsel for the Department of State prior to entering into any business or other relationship with a Department of State Employee to avoid a potential violation of those statutes. 38. Binding of Successors. This Agreement shall bind the successors, assigns and legal representatives of the Grantee and of any legal entity that succeeds to the obligations of the Division of Historical Resources. 39. No Employment of Unauthorized Aliens. The employment of unauthorized aliens by the Grantee is considered a violation of Section 274A(a)of the Immigration and Nationality Act. If the Grantee knowingly employs unauthorized aliens, such violation shall be cause for unilateral cancellation of this Agreement. .... . ..... Page:12 Grant Award Agreement(Form GAA001), Effective 07/2023 2005 40. Severability. If any term or provision of the Agreement is found to be illegal and unenforceable, the remainder will remain in full force and effect, and such term or provision shall be deemed stricken. 41. Americans with Disabilities Act. All programs and facilities related to this Agreement must meet the standards of Sections 553.501-553.513,Florida Statutes, and the Americans with Disabilities Act of 1990 as amended(42 U.S.C. 12101, et seq.), which is incorporated herein by reference. 42. Governing Law. This Agreement shall be construed, performed, and enforced in all respects in accordance with the laws and rules of Florida. Venue or location for any legal action arising under this Agreement will be in Leon County, Florida. 43. Restrictive Covenants. For Acquisition and Development projects directed at Real Property, if funded, the Grantee(and the Property Owner, if not the Grantee)must file a Restrictive Covenant on the property with the Clerk of Court for ten(10)years for Development and twenty(20)for Acquisition prior to final release of grant funds and close-out of the project. 44. Entire Agreement. The entire Agreement of the parties consists of the following documents: a) This Agreement b) Estimated Project Budget(Attachment A) c) Single Audit Act Requirements and Exhibit I(Attachment B) ...................... Page:13 Grant Award Agreement(Form GAA001), Effective 07/2023 2006 In acknowledgment of this grant, provided from funds appropriated in the 2024 General Appropriation Act,I hereby certify that I have read this entire Agreement, and will comply with all of its requirements. Department of State: Grantee: ALaS a A. .... Authorizing Official for the Grantee A!!] , ne, Dig',:„ton Director Typed n astesi, County Administrator 9 ,� �„Oman �....._........._. ... ed name and title Date .... ... _........ August 8, 2023 ....... Date .....................ww��w� rr MONROE COUNTY ATTORNEY 6Lr, r cgfi®Fro CHRISTINE LIMEERT•EARROws ASSISTANT COUNTY ATTORNEY DATE _8/4(23 ................ Page:14 Grant Award Agreement(Form GAA001),Effective 07/2023 2007 ATTACHMENT A Estimated Project Budget Description Grant Funds Cash Match In Kind Match Design Guidelines $25,000 $0 $0 Totals $25,000 $0 $0 Page:15 Grant Award Agreement(Form GAA001), Effective 07/2023 2008 ATTACHMENT B FLORIDA SINGLE AUDIT ACT REQUIREMENTS A JD..IT RE UIlWANN . The administration of resources awarded by the Department of State to the Grantee may be subject to audits and/or monitoring by the Department of State as described in this Addendum to the Grant Award Agreement. MONITORING In addition to reviews of audits conducted in accordance with 2 CFR 200, Subpart F -Audit Requirements, and section 215.97, Florida Statutes (F.S.), as revised (see AUDITS below), monitoring procedures may include,but not be limited to, on-site visits by Department of State staff, limited scope audits as defined by 2 CFR §200.425, or other procedures. By entering into this agreement, the recipient agrees to comply and cooperate with any monitoring procedures or processes deemed appropriate by the Department of State. In the event the Department of State determines that a limited scope audit of the recipient is appropriate, the recipient agrees to comply with any additional instructions provided by Department of State staff to the recipient regarding such audit. The recipient further agrees to comply and cooperate with any inspections, reviews, investigations, or audits deemed necessary by the Chief Financial Officer (CFO) or Auditor General. AUDITS Part I: Federally Funded This part is applicable if the recipient is a state or local government or a nonprofit organization as defined in 2 CFR §200.90, §200.64, and §200.70. 1. A recipient that expends $750,000 or more in federal awards in its fiscal year must have a single or program- specific audit conducted in accordance with the provisions of 2 CFR 200, Subpart F -Audit Requirements. EXHIBIT 1 to this agreement lists the federal resources awarded through the Department of State by this agreement. In determining the federal awards expended in its fiscal year, the recipient shall consider all sources of federal awards, including federal resources received from the Department of State. The determination of amounts of federal awards expended should be in accordance with the guidelines established in 2 CFR §§200.502-503. An audit of the recipient conducted by the Auditor General in accordance with the provisions of 2 CFR §200.514 will meet the requirements of this Part. 2. For the audit requirements addressed in Part I,paragraph 1, the recipient shall fulfill the requirements relative to auditee responsibilities as provided in 2 CFR §§200.508-512. 3. A recipient that expends less than$750,000 in federal awards in its fiscal year is not required to have an audit conducted in accordance with the provisions of 2 CFR 200, Subpart F -Audit Requirements. If the recipient expends less than$750,000 in federal awards in its fiscal year and elects to have an audit conducted in accordance with the provisions of 2 CFR 200, Subpart F -Audit Requirements, the cost of the audit must be paid from non- federal resources (i.e., the cost of such an audit must be paid from recipient resources obtained from other than federal entities). Page:16 Grant Award Agreement(Form GAA001), Effective 07/2023 2009 The Internet web addresses listed below will assist recipients in locating documents referenced in the text of this agreement and the interpretation of compliance issues. U.S. Government Printing Office wwwecfr ,e v Part II: State Funded This part is applicable if the recipient is a nonstate entity as defined by section 215.97(2), F.S. 1. In the event that the recipient expends a total amount of state financial assistance equal to or in excess of$750,000 in any fiscal year of such recipient(for fiscal years ending June 30, 2017, and thereafter), the recipient must have a state single or project-specific audit for such fiscal year in accordance with section 215.97, F.S.;Rule Chapter 69I-5, F.A.C., State Financial Assistance; and Chapters 10.550(local governmental entities)and 10.650(nonprofit and for-profit organizations), Rules of the Auditor General. EXHIBIT 1 to this agreement lists the state financial assistance awarded through the Department of State by this agreement. In determining the state financial assistance expended in its fiscal year, the recipient shall consider all sources of state financial assistance, including state financial assistance received from the Department of State, other state agencies, and other nonstate entities. State financial assistance does not include federal direct or pass-through awards and resources received by a nonstate entity for federal program matching requirements. 2. For the audit requirements addressed in Part II,paragraph 1, the recipient shall ensure that the audit complies with the requirements of section 215.97(8), F.S. This includes submission of a financial reporting package as defined by section 215.97(2), F.S., and Chapters 10.550(local governmental entities)and 10.650(nonprofit and for-profit organizations), Rules of the Auditor General. 3. If the recipient expends less than$750,000 in state financial assistance in its fiscal year(for fiscal years ending June 30, 2017, and thereafter), an audit conducted in accordance with the provisions of section 215.97, F.S., is not required. If the recipient expends less than$750,000 in state financial assistance in its fiscal and elects to have an audit conducted in accordance with the provisions of section 215.97,F.S.,the cost of the audit must be paid from the nonstate entity's resources (i.e., the cost of such an audit must be paid from the recipient's resources obtained from other than state entities). The Internet web addresses listed below will assist recipients in locating documents referenced in the text of this agreement and the interpretation of compliance issues. State of Florida Department Financial Services (Chief Financial Officer) 1I j://www.iii",floridac,fo.conV State of Florida Legislature(Statutes, Legislation relating to the Florida Single Audit Act) http://www.leg.state.fl.us/ Part III: Report Submission 1. Copies of reporting packages for audits conducted in accordance with 2 CFR 200, Subpart F -Audit Requirements, and required by Part I of this agreement shall be submitted, when required by 2 CFR §200.512, by or on behalf of the recipient directly to each of the following: A. The Department of State through the httpsJ/dosgrants.com/grants management system. Page:17 Grant Award Agreement(Form GAA001), Effective 07/2023 2010 B. The Federal Audit Clearinghouse(FAC) as provided in 2 CFR §200.36 and §200.512. 2. Copies of financial reporting packages required by Part H of this agreement shall be submitted by or on behalf of the recipient directly to each of the following: A The Department of State through the httpsJ/dosgrants.com/grants management system. B.The Auditor General's Office at the following address: Auditor General Local Government Audits/342 Claude Pepper Building,Room 401 111 West Madison Street Tallahassee,Florida 32399-1450 The Auditor General's website(httpsJ/flauditongovn provides instructions for filing an electronic copy of a financial reporting package. 3. Recipients, when submitting financial reporting packages to the Department of State for audits done in accordance with 2 CFR 200, Subpart F -Audit Requirements, or Chapters 10.550(local governmental entities)and 10.650 (nonprofit and for-profit organizations), Rules of the Auditor General, should indicate the date that the reporting package was delivered to the recipient in correspondence accompanying the reporting package. 4. Recipients,when submitting financial reporting packages to the Department of State for audits done in accordance with 2 CFR 200,Subpart F- Audit Requiretrients,or Chapters 10.550(local govem nental entities)and 10.650(nonprofit and for-profit organizations),Rules ofthe Auditor General,should indicate the date that the reporting package was delivered to the recipient in correspondence accompanying the reporting package. Part IV: Record Retention The recipient shall retain sufficient records demonstrating its compliance with the terms of the award(s)and this agreement for a period of five years from the date the audit report is issued, and shall allow the Department of State, or its designee, the CFO, or Auditor General access to such records upon request. The recipient shall ensure that audit working papers are made available to the Department of State, or its designee,the CFO, or Auditor General upon request for a period of at least three years from the date the audit report is issued, unless extended in writing by the Department of State. Page:18 Grant Award Agreement(Form GAA001),Effective 07/2023 2011 EXHIBIT 1 FEDERAL RESOURCES AWARDED TO THE RECIPIENT PURSUANT TO THIS AGREEMENT CONSIST OF THE FOLLOWING: Not Applicable COMPLIANCE REQUIREMENTS APPLICABLE TO THE FEDERAL RESOURCESAWARDED PURSUANT TO THIS AGREEMENT ARE AS FOLLOWS: Not Applicable STATE RESOURCES AWARDED TO THE RECIPIENT PURSUANT TO THIS AGREEMENT CONSIST OF THE FOLLOWING: MATCHING RESOURCES FOR FEDERAL PROGRAMS: Not applicable. SUBJECT TO SECTION 215.97,FLORIDA STATUTES: Florida Department of State Historic Preservation Grants, CSFA Number 45.031. Award Amount is $25,000. COMPLIANCE REQUIREMENTS APPLICABLE TO STATE RESOURCES AWARDED PURSUANT TO THIS AGREEMENT ARE AS FOLLOWS: The compliance requirements of this state project may be found in Part Four(State Project Compliance Requirements) of the State Projects Compliance Supplement located at littl2s:Ha.1212s.fldfs.con-1/fsaa/. Gra�at A"!arcs Agivc°iiew (iA.A001), ➢'1`I�cirve 07/2023 Rule 1.1-ra';a 001, Florlelca.l�lr�zrrra.ctrcrtia�c� Cod(, Page:19 Grant Award Agreement(Form GAA001),Effective 07/2023 2012 State of Florida 0 � Chief Financial Officer Department of Financial Services Bureau of Accounting °r 200 East Gaines Street Tallahassee, FL 32399-0354 Telephone: (850) 413-5519 Fax:(850) 413-5550 Substitute Form W-9 In order to comply with Internal Revenue Service(IRS)regulations, we require Taxpayer Identification information that will be used to determine whether you will receive a Form 1099 for payment(s)made to you by an agency of the State of Florida, and whether payments are subject to Federal withholding. The information provided below must match the information that you provide to the IRS for income tax reporting. Federal law requires the State of Florida to take backup withholding from certain future payments if you fail to provide the information requested. Taxpayer Identification Number (FEIN): 59-6000749 IRS Name: MONROE COUNTY BOARD OF COUNTY COMMISSION Address: PO BOX 1980 KEY WEST, FL 33041-0000 Attention Of: FINANCE DEPARTMENT In Care Of: PAM RADLOFF Business Designation: Government Entity Certification Statement: Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer information AND 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding or (b) I have not been notified by the Internal Revenue Service (IRS)that I am subject to backup withholding as a result of failure to report all interest or dividends, or (c)the IRS has notified me that I am no longer subject to backup withholding AND 3. 1 am a U.S. citizen or other U.S. person (including U.S. resident alien) Preparer's Name: PAM RADLOFF Preparer's Title: FINANCE DIRECTOR Phone: 305-292-3560 Email: PRADLOFF@MONROE-CLERK.COM Date Submitted: 10/20/2015 Date printed from the State of Florida Substitute Form W-9 Website:0510312018 2013 ATTACHMENT B PUBLIC ENTITY CRIME STATEMENT "A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity,may not submit a bid,proposal,or reply on a contract with a public e6tity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a CONTRACTOR, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, Florida Statute, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list," I C-0 I have read the above and state that nelther_ArcU*-eo1*q ira.1 I HjJ Respondent's name) nor any Affiliate has been placed on the convicted vendor list within the last 36 months. Z—S --nat Date: DEBORAij 3ROWNFIELD STATE OF: El Vf&*0 11 uft- --`I—J, "otarY Pu0c*State 3f Florida Commission 4 HH,155736 COMM-Expires May 14 2027 my aonded Through ugh f4lat Iona I t4ctar�Assn. COUNTY OF: )LN�-e EM- Subscribed and sworn to (or affirmed) before me, by means of hyslcal presence or 0 online notarization, on d ,te by (name of afflant). He/ e is personally known e or tj I tif lee has produced (type of identi j ratification. gOTARTY PU13LIC My Commission Expires: I Al ge " -3,6 2;P 2014 ATTACHMENT C SWORN STATEMENT UNDER ORDINANCE NO. 010-1990 MONROE COUNTY, FLORIDA ETHICS CLAUSE (Company) "...warrants that helit has not employed, retained or otherwise had act on his/her behalf any former County officer or employee in violation of Section 2 of Ordinance No- 010-1990 or any County officeror employee in violation of Section 3 of Ordinance No. 010-1990, For breach or violation of this provision the County may, in its discretion,terminate this Agreement without liability and may also, in its discretion, deduct from the Agreement or purchase price, or otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer oremployee." (Signature) Date- Of STATE OF, COUNTY OF: 15ro t'jovep Subscribed and sworn to(or affirmed)before me, by means of Ophysical presence or 0 online notarization, on S. (date)by lue+— name of affiant). HelShe is personally �' �rne or has produced (type of identification)as identification. NOTARY PUIX6,1 My Commission Expires: MtZe# 2015 ATTACHWNT D I ON—COL1111SION AFFIDAVIT 1 1z0 VaG,?-T t,. cry of the rity of "DA4t r= according to law on my oath,. and under penalty of pedury, depose and say that a. I am ftisa v rara . of the firm of + f L10 CA 4 C*1$5 .r v4Acfthe bidder making the al for the 1p 1~asroject describedis t>V5 fc J ri In the Request for Proposals for r" .wrs�opos for the pand that 1 executed the said proposal with full authority to do so b, the prices in this bid have been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition,as to any matter relating to such prices with any other bidder or with any competitor, C. unless otherwise required by law,the prices which have been quoted In this bid have not been knowingly disclosed by the bidder and Will not knowwringly be disclosed by the bidder prior to bid opening,directly or indirectly, to any other bidder or to any competitor,and d. no attempt has been made or will be made by the bidder to induce any other person, partnership or corporation to submit,or not to submit, a bid for the,purpose of restricting competition; e.. the statements contained in this affidavit are true and correct, and made with full knowledge that Monroe County relies upon the truth of the statements contained in this affidavit in awarding contracts for said prey' �8 gnaturr~) Date: ar -- STATE OF: COUNTY OF: Subscribed and sworn to(or affirmed)before me, by means ysical presence or 13 online notarization, on "d (date)by fname of affiant). He/She is personal e or has produced' -.__ _(type of identhhioation)as Identification. w .• NCTRR LlBl_lC ©, s~v r4�ir 36rdaOM My Commission Expires: eP zrfGqj} At"MilY G+ �^� 2�� 2016 ATTACHMENT L"DRlt.G-FREE ORKPLACE FORM The undersigned vendor in accordance with Florida Statute Section 287.087 hereby certifies that: A iac A aa.c+ A i-, 4 tits rya apt C1A L- e (lame of Business) 1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession„ or use of a controlled substance Is prohibited in the workplace and spwifying the actions that wit! be taken against employees for viola ions of such prohibition. 2. Inform employees about the dangers of drug abuse, in the workplace, the business' policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations_ 3. Give each employee engaged in providing the commodities or contractual services that are render bid a copy of the statement specified in subsection(t). 4. In the statement specified In subsection(1), notify the employees that,as a conditlon of worming on the commodities or core al services that are under bid„ the employee will abide by the terms of the,statement and will notify the employer of any conviction of, or plea of,guilty or nolo contenders to, any violation of Chapter 893(Florida Statutes)or of any controlled substance:few of the united States or any state, for a violation occurring In the wwork7place no laver than five (8) days after such conviction. S. Impose a, sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available In the employee's community,or any employee who Is so convicted. 6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement,l certify that this firm complies fully with the above requirements. (Signature) Date: 17-4 STATE OF: COUNTY OF: Subscribed and sworn to (or affirmed) b ore a, by sans of hysical presence or ® online notarization, on _ (date) by R�ar a (nam4 o a rant). He/She Is personally known to me or has produced ( ' e-of en r r s Ven cation. lrlotary �llic lily Commission Expires: 7,0 „ � a NpkAPy r%- -5ta¢�DAOU217 COMMInion 0 HHCOS'M.hglrbS lhraugh Njjl ae�a H 2017 ATTACHMENT F e Project Descriptiors(s). A,vrc,9-j Qap, HI To2lc- '3+%sv(tkc.T a t ttnr cart ]despondent Vendor Name: 'r",�t eol ._..d .n r t .. Vendor FEIN- ;:r Veador's Authorized Representative Name and Title:1.0 101044- 1. a&r 11 Address: ") SOO 9)A/ (.0 � ��mm" 1 -7i7 City: 3DS;6rf State: ElZip» Phone Number- +-`2 9 -9 T 2 Email Address_ r- 5 Section 287.135,Florida Statutes prohibits a company from bidding on,submitting a proposal for,or entering into or rem-wing a contract for goods or services of any amount if,at the time of contracting or renewal,the company is on the Scrutinized.Companies that Boycott Israel List,created pursuant to Section 215.4725, Florida Statutes, or is engaged in a Boycott of Israel..Section 297.135,Florida Statutes,also prohibits a company from bidding on, submitting a proposal for,or entering into or renew rg a contract for goods or services of$1,000,000 or more,that are on ether the Scrutinized Companies with.Activities in Sudan List or.the Scrutinized Companies with Activities in the lean Petroleum Energy Sector Lists which were created pursuant to s.215.473,Florida Statutes,,or is engaged in business eons in Cuba or Syria. As the person authorized to sign on behalf of Respondent I hereby certify that the company identified above in the Section entitled"Respiondent Vendor Name"is not listed.onthe Scrutinized Companies that Boycott Israel.List or engaged in a boycott of Israel and for Projects of$1,000,000 or more is not listed on either the Scrutinized Companies with Activities in Sudan List,the Scrutinized Companies with Activities in the Iran petroleum Energy Sector List,or engaged in business operations in Cuba or Syria. I understand that pursuant to Section 287.135,Florida Statutes,the submission of'a false certification may subject company to civil penalties,attorney°s fees, and/or costs.I further understand that any contract with the County may be terminated,at the option of the County,if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel or placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List or been engaged in businoss operations in Cuba or S, 'a, ertifed y: WOOKitr A ,who is authorized to sign on behalf of the above referenced co npany. Authorized Signature: Print Nacre: 0- Title. Ov Note- The The Last a a 'laible at the following Department of Management Suttees Site-.!Lq://www.dms.myflorkla.conVbusinM er io Late 2urchasin ve,,ndor,..information/ convicted sMended discrimingtM corn- lalnts, vendor lints uP b 2018 MEMORANDUM MONROE COUNTY PLANNING&ENVIRONMENTAL RESOURCES DEPARTMENT To: Monroe County Board of County Commissioners Through: Emily Schemper, AICP, CFM, Senior Director of Planning and Environmental Resources From: Devin Tolpin, AICP, CFM, Planning and Development Review Manager Date: July 30, 2024 Subject: Comments regarding Proposed Design Guidelines Update for the Tavernier Historic District Meeting: August 21, 2024 OVERVIEW The purpose of this memorandum is to provide comments,recommendations, and concerns related to a proposed update to the Tavernier Historic District Preservation Guidelines approved by the Monroe County Board of County Commissioners pursuant to Ordinance No. 019-2005 that was prepared by Archaeological&Historical Conservancy Inc.,which entered a contract for the update with Monroe County on September 14, 2023, pursuant to a Small Matching Grant from the State of Florida, Department of State, Division of Historical Resources (Grant No. 24.h.sm.100.003). BACKGROUND Pursuant to Monroe County Land Development Code (LDC) Section 130-128: (a) Purpose. The purpose of the Tavernier Historic District Overlay is to implement the policies of the Comprehensive Plan and Tavernier Creek to Mile Marker 97 Livable CommuniKeys Master Plan to protect the historic resources of the community and to encourage development that is sensitive and compatible with the historic character of the Tavernier Historic District as identified through the Tavernier Creek to Mile Marker 97 Livable CommuniKeys Master Plan. (b) Application. The Tavernier Historic District Preservation Guidelines are hereby adopted by reference and declared part of this chapter [Chapter 130]. Within the overlay district, the county historic preservation commission shall review new development, remodeling or redevelopment of uses permitted as of right and uses requiring a minor or major conditional use permit,based on the Tavernier Historic District Preservation Guidelines. (c) Amendment. The Tavernier Historic District Preservation Guidelines may be amended by resolution of the BOCC upon recommendation of the Planning Commission and the Planning Director. REVIEW 1 2019 Planning Department Staff has reviewed the document titled `Tavernier Historic District Preservation Guidelines' prepared by the Archeological and Historical Conservancy, Inc., and initially provided for review via email on May 5, 2024 with revised versions provided on June 13, 2024 and June 27, 2024. In accordance with LDC Section 135-6, except as provided herein, a building, moving, or demolition permit, or any other development order, shall not be issued for a designated historic property or property within the Tavernier Historic District Overlay, until a certificate of appropriateness is awarded. A certificate of appropriateness is not required for the issuance of any building permits for interior improvements to a designated historic property or property within the Tavernier Historic District Overlay unless the interior of the property is cited as significant in the property's designation resolution. Within the Tavernier Historic District Overlay, contributing structures, noncontributing structures and new buildings shall require a certificate of appropriateness as if they were a designated historic property, and shall be reviewed by the Planning Director or the HPC, as required, based on the Tavernier Historic District Preservation Guidelines... EXCERPTS FROM CURRENT GUIDELINES To aid in a review to determine the adequacy of the updated guidelines, Staff has pulled excerpts from the current guidelines to compare with those proposed (see Attachment 1) for the following commonly requested/reviewed construction types: roofs, doors, windows, fences and driveways. For reference, the current version of the Tavernier Historic Preservation Guidelines can be found here: c�it2 rte.. ....................................................... ext; tisioti:;,//c1ai tib�-yi it.t.ib c i`l. c C c ca n�e��t: e��te /View/1161/� q ist.q� es vu idlitics f itia1`%bidl_d :::: Roy i;r. The murterrt is;to keel)at utti fcrr°r'itity of nx.)fing rrrateriAs hi the district tf°'i ure:46). Contributing Slrziefurtt v.- llustrrr'ic; roofirwtg inateria:tls still urr use slrould be retained arrd rrrairitau.itied if than r doe,stu"t ccwirrf tOrnrse I:ra°aueticaiity sired safety, Every effi)rl sbould be irroade to repair retails that show distlrrct.ive .. .„ bid Vd"uurg teaxlrmvfquues or•crarftsarrusVmip, Figure 46 Metal and Caimpwite Tile Rcofinig such a i eaves. Rrrarhi;g iruat:er°iauls irrcltide galidirrp searn trietal, v-cr•irrrp„ sta irlped rruetal druid crrirrpersit:ion tile. Day file r°rrarhig is mum acceptable, however, all existhig clay ffle roof ruiay^ be r°elwair°ed, trr replaced if destroyed by rr°autur°al causes, r�,rr^t°"�arr�rt,rrtara w Stu.a clure Additions s,unfld use: the sarne inater°ia is listed arl°aarve, l"lart tcrcwlfs tray be liertnissil°rle hi r°ecogiiitiort t:)f Imurricrarr°te r°equuiretneats °luere they art°e hi keeling with Clue districts,chauraeter°arrd he:r°e an efft:rrt is inaude to provide detati.lirug to dis tine the flan roof fi°cwrrm the groulld. �eil Buildings.-New huildhigs should use the same rruat.er°ials listed arlraa;r"'.re, 2 2020 Mors 'I lie, intent is tt) have docas that are cornpatible with the character of the disuici (Figure 48). C'onlribuliprg Structures: Doors ........... sluxild he rnaintairied �,snd repairvd ...... ....11 beft)re corisid ere ng ter,)Ia erne nt. If a historic dcwr rears to� he rej,'flaced, the new one should be built to ai match the original one and Omould f be installed with, nialching,head and jarrib de ut i I s, Dours sliould, tw hinged. Pivot or slidirig doors are not acceptable. Acceptable nrethods Of cumstruction include woCK11, pa"'nel doors (niade of horizrmlal rails and Fig VertiCal stales that fraine one, or �ure 48 French and Screen Doors mote panels) and single-pane 1,'rench dours. Batten or flush door's are not acceptable, nor are iwiceptable flush doors, thm sirnuhite panel doors, Screen doors, Isn'Ted on front,of the primary door are aciceptable. Structurec Doors shoulid be compatible \vrth the characler of the district, Nt,w Builelitigs: L)oors should Ise compatible with the charaoer ofthe district. ILill"laws I'lie intent is to have windows, that are cornpatible wit1h the character of" the district (Figure 49), (7ontribiving Structoires: Windows ShOUld be maintained and repaired bef6re, considefirig relslacerneni. If a historic window needs rci be replaced, the new window should be built to inatch the or,iginM orse and shoUld be installed with rnalchirig head, sill and jarnt) dietails. Window types can be casen'tent, single hung Figure 49 Casement and Double-Hjuns VAndows or double Ihu ng. Jalousie or awning windc.m\vs rnay be acceptable in apprt.)priate h,istoric blfildillgs it"they are, original, Pivot, fixeil (or piclure) and horizoraid slider windows are not acceptable. Added %vindows may he allowed on secondaty elevations, arrd should be o4mr4nifible, clearly differentiated and shcould not alter the baiic ch4mioer of the historic building. Window g1w.,,ing fl'iould be clear and non-reflective, Air veras irsay taw aflowed when the proIxmlions are appropriate. Alumirrum windlows are, not, aflo%ved, Non-Coneributing Sime'lurec Wiridows should be cornImihie with the charactei, of the district. Nela,Buildings: Windowss1hould Iw con,i1xifible with the chitracter of 1he district, 3 2021 Fences 'I"he ituem is to tnairitahi the st'riall coti,inftuflly art"tbiatice by eticouragitig the placetTWIU Ot Whifi! J)iCket fetlCeS ill the disuict. Mthough this is riot as ream reti,weta, should a 1"'ro'iit feroce, be use,(,[, a picket l"erice with flat woo(l hoards tia taller than four feet high, 1xiiiiied white is, the tnost al,)prol)riate tbr the district (Figure 16), F4ure 36 Picket Fence, Driveways 'I'lie hitetit is to Preveta the use (A finpervioLts, materials such its asphalt hi the comtntetiov (.X driveways. Driveways are ttot it rem Ldreilietit iii the hist(.)ric district, h:awever, shc)uld it, driveway 1!,)e tieeded, it should be fhiished with crudied shell, gravel, Or other Pervious, surface, Cotterete driveuays, wffl be specially reviewed. amid ruay be perads,sible if the cimerete surface does, iu)t obscure the historic huddhig or by its size becornes a visual iiuisaace. Asphalt is riot allowed hi resideiitial Properties. It should be noted that currently, in accordance with LDC Section 135-6(b), A regular certificate of appropriateness is required for ordinary repair and maintenance that requires a building permit, except as provided for in subsection (a)(2) of this section. A regular certificate shall be issued for any work that will, to the satisfaction of the Planning Director, not change the appearance of the building, structure, or object, or is provided for in subsection (a)(2) of this section. The owner of a property who desires a regular certificate of appropriateness shall file an application with the Planning and Environmental Resource Department, on a form prescribed by the Planning Director. Upon the receipt of a complete application for a regular certificate of appropriateness, the Planning Director shall approve the application, deny it, approve it with conditions, or pass the application on to the HPC for further review. If the decision is to deny or pass the application to the HPC, the Planning Director shall notify the owner of the decision by certified mail. A denied application shall include an explanatory statement of the Planning Director's basis for his decision. The Planning Director's decision may be appealed pursuant to Section 102-185. Currently, this process is accomplished by Planning and Environmental Resources Department staff concurrently with Building Permit application review. Staff relies on the Tavernier Historic District Preservation Guidelines as the basis for review of proposed work requiring a regular certificate of appropriateness. Overall,the proposed update to the guidelines produced through the grant funded contract do not appear to provide specific guidance related to work that is and is not compatible for both contributing and noncontributing structures. As compared to the existing guidelines, the updated document does not appear to be an improvement from the current document. The proposed guidelines appear to be an informative document in nature as opposed to a guiding document to be referenced by the HPC, Planning Department and community, for specific guidance when determining compatibility of proposed work through certificates of appropriateness. 4 2022 The Planning Commission reviewed the proposed update to the guidelines at their regularly scheduled meeting on July 27, 2024, and voted to not recommend adoption of the guidelines in their current form. RECOMMENDATION Planning Department Staff recommends approval of the final product pursuant to Section 7.2.1, Article VII, of the small contract, and election not to formally adopt it at this time. Staff can continue to work with the Historic Florida Keys Foundation to potentially edit the proposed guidelines into a format that accomplishes the goal of promoting resilience and is complaint with the Land Development Code and Comprehensive Plan and provides information necessary for consistent regulatory reviews, for future BOCC consideration. ATTACHMENTS: 1. Tavernier Historic District Preservation Guidelines prepared by the Archeological and Historical Conservancy, Inc. 5 2023