HomeMy WebLinkAboutAgenda_GGAF_06.29.2016Notice of Meeting for the
General Gov ernment and Finance Adv isory Board
of the City of Georgetown
June 29, 2016 at 4:30 PM
at Georgetown Communications and Technology Conference Room, located at 510 West
9th Street, Georgetown, TX
The City o f G eo rgeto wn is committed to comp lianc e with the Americans with Dis abilities Ac t (ADA). If yo u
req uire as s is tanc e in participating at a p ublic meeting d ue to a disability, as d efined und er the ADA, reas onab le
as s is tance, ad ap tatio ns , or acc o mmo d ations will b e provid ed up o n req uest. P leas e c o ntact the City Sec retary's
Office, at leas t three (3) days prior to the sc hed uled meeting d ate, at (512) 930-3652 o r City Hall at 113 Eas t 8th
Street fo r add itional info rmation; TTY us ers ro ute through Relay Texas at 711.
Legislativ e Regular Agenda
A Review minutes fro m the May 25, 2016 G eneral Go vernment and Financ e (GGAF) Ad visory Board -
Danella Ellio tt, Executive Assistant
B Co nsideration and possible actio n to approve the contrac t renewal for lic ens ed electrician services to
Merc ury Elec tric C o mp any of Liberty Hill, T X fo r an estimated annual amount of $150,000 - Trish Long,
Facilities Sup erintendent and Eric Nuner, As s is tant Parks & Recreatio n Direc to r
C Co nsideration and possible actio n ap p roving a res o lutio n giving Mic hel S o rrell, Controller, the approval to
c o nduct b us ines s with vario us b anking ins titutions and to appoint her as a “Representative o f the
Dep o s itor.” Leigh Wallace, F inance Direc to r
D Co nsideration and possible actio n to approve the Design/Build - c o s t of the wo rk p lus d es ign-b uilder ’s
fee with a guaranteed maximum p rice agreement with G. Creek Cons truc tion of Austin, Texas fo r the
Res toration of Grace Heritage Center – Eric Jo hns o n, CIP Manager, and Laurie Brewer, As s is tant City
Manager
E Co nsideration and possible actio n to approve a renewal of the ESRI Small Go vernment Enterp ris e
Licens e Agreement fo r GIS mapping s oftware fo r a total of $115,111.50 o ver three year - Greg Berglund ,
As s is tant Direc to r, Info rmation Technolo gy
CERTIFICATE OF POSTING
I, Shelley No wling, C ity S ecretary fo r the C ity of Geo rgeto wn, Texas , d o hereby c ertify that this Notice of
Meeting was p o s ted at City Hall, 113 E. 8th Street, a p lace read ily acc es s ible to the general p ublic at all times ,
on the ______ d ay o f __________________, 2016, at __________, and remained so p o s ted fo r at leas t 72
c o ntinuo us ho urs p receding the sc heduled time o f s aid meeting.
____________________________________
S helley No wling, City Sec retary
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City of Georgetown, Texas
Government and Finance Advisory Board
June 29, 2016
SUBJECT:
Review minutes from the May 25, 2016 General Government and Financ e (GGAF ) Advis o ry Bo ard -
Danella Ellio tt, Exec utive As s is tant
ITEM SUMMARY:
FINANCIAL IMPACT:
N/A
SUBMITTED BY:
Danella Ellio tt, Exec utive As s is tant
ATTACHMENTS:
Description Type
5.25.16 Draft Minutes Backup Material
Page 2 of 183
Notice of a Meeting of the
General Government and Finance Advisory Board
City of Georgetown, Texas
Wednesday, May 25, 2016 at 4:30 PM
The General Government and Finance Advisory Board will meet on Wednesday, May 25, 2016 at 4:30 PM at the Historic
Light and Waterworks Building (HLWW) Large Conference Room, located at 406 West 8th Street, Georgetown, Texas.
The City of Georgetown is committed to compliance with the Americans with Disabilities Act (ADA). If you require
assistance in participating at a public meeting due to a disability, as defined under the ADA, reasonable assistance,
adaptations, or accommodations will be provided upon request. Please contact the Board Liaison, at least four (4) days prior
to the scheduled meeting date, at (512) 930 -3676 or City Hall at 113 East 8th Street for additional information; TTY users
route through Relay Texas at 711.
Board Members Present City Staff Present
Keith Brainard, Chair, District 2 David Morgan, City Manager
Severine Cushing, Citizen Member Chris Bryce, IT Director
James Bralski, Citizen Member Leigh Wallace, Finance Director
Greg Berglund, Assistant IT Director
Jack Daly, Assistant to the City Manager
Board Members Absent Trish Long, Facilities Superintendent
Tommy Gonzalez, District 7 Mike Stasny
Thomas Bonham, Citizen Member Michel Sorrell, Controller
Others Present Becky Huff, Assistant City Secretary
None Kris Jolley, Administrative Assistant
Trina Bickford, Purchasing Manager
Keith Brainard, Board Chair, called the meeting to order at 4:30p.
Legislative Regular Agenda
A Review minutes from the April 27, 2016 General Government and Finance(GGAF) Advisory Board --
Danella Elliott, Executive Assistant
Board did not have any comments regarding these minutes.
Motion to approve the minutes by Severine Cushing, second by James Bralski. Approved 3-0 (Tommy Gonzalez and
Thomas Bonham absent)
B Consideration and possible approval of an appropriation of $91,006.32 to Infor Public Sector,
Incorporated for annual maintenance on the Infor Enterprise Asset Management software system -- Chris
Bryce, Director, Information Technology
Chris Bryce, IT Director addressed the board. Explained that this money is for the annual maintenance for the Infor
Enterprise Asset Management system.
Keith Brainard asked if this is for Fleet Management and asked Mr. Bryce to give some details about what the total
$91K is for, this goes beyond Fleet...all of Infor system together
Mr. Bryce explained that the Fleet module is part of this request and gave some more details about the timeline of
Infor use at the City. He also briefly outlined what this funding will cover.
James Bralski, asked about how many user accounts have been added.
Mr. Bryce addressed question by giving some details about the user accounts that have been added.
Mr. Brainard mentioned that IT had once provided the board with a schedule of all ongoing licenses and wondered if
that could be brought back.
Mr. Bryce will present that schedule to Council with the IT budget presentation in June.
Motion to approve Item B by James Bralski, second by Severine Cushing. Approved 3-0 (Tommy Gonzalez and
Thomas Bonham absent)
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Notice of a Meeting of the
General Government and Finance Advisory Board
City of Georgetown, Texas
Wednesday, May 25, 2016 at 4:30 PM
C Consideration and possible action to recommend contracting with DecorIQ of Fate, Texas, pending City
Council appropriation in the FY2017 budget, in the amount not to exceed $87,400.00 for the leasing,
installation, maintenance, and removal of the 2016 holiday lights, the installation and maintenance of the
building cornice lights, and the installation and removal of the holiday wreaths and tree -- Jack Daly,
Assistant to the City Manager and Trish Long, Facilities Superintendent
Jack Daly, Assistant to the City Manager
Jack explained why this is coming to the board so early as the holiday season is still 5-6 months away. The City
would like to use the same vendor as last year and would like to get on their schedule before they are booked up.
James Bralski asked how this is affiliated to the lighting ceremony as it relates to the lighting event with Main Street.
Mr. Daly addressed Mr. Bralski’s question and gave details about where the funding for this event comes from.
Keith Brainard asked about what will be new this year.
Mr. Daly explained that the City will be not expanding scope of work and stated that the electric infrastructure
downtown is at capacity with the lighting design as it is.
Mr. Brainard asked about what the county pays for.
Mr. Daly stated that Williamson County doesn't contribute to the lighting except for the lighting of the Court House
building itself.
Mr. Brainard asked if we have asked them to help?
Mr. Daly stated that the City has asked but doesn’t recall the result. Jack is happy to research that and get back to
the board with the details.
Mr. Brainard asked if county is paying for any of the electricity.
Trish Long stated that the trees on the Court House lawn are plugged into County paid outlets, but that is all.
Motion to approve Item C by Severine Cushing, second by James Bralski. Approved 3-0 (Tommy Gonzalez and
Thomas Bonham absent)
D Consideration and possible approval of a contract with Suddenlink Communications to provide dedicated
Internet services for a total of $160,380.00 over three years -- Greg Berglund, Assistant Director, Information
Technology
Greg Berglund, Assistant IT Director, addressed the board and described the request and highlighted the big
changes (expanding the bandwidth, slight monthly price increase), and informed the board that Suddenlink is a
sole provider for these services.
Keith Brainard asked if we pay Channel 10.
Mr. Berglund stated that we do pay. Chris Bryce clarified that the City pays for the fiber line but not the channel.
Mr. Brainard asked if this is a new contract.
Mr. Berglund stated that it is, and includes an increase of bandwidth.
Mr. Brainard asked about who the users are.
Mr. Berglund stated that this bandwidth is used by city staff as well as the public Wi-Fi.
Mr. Brainard asked how this is this funded.
Mr. Berglund stated that these funds are distributed out to all City departments via the I nformation Technology
Internal Service Fund. Mr. Bryce stated that he will be addressing Council with more details as part of the IT June
presentation to Council.
Mr. Brainard asked about how much more the City will be paying each month.
Mr. Bryce stated that it would not be much, roughly $500 per month.
Motion to approve Item D by Severine Cushing, second by James Bralski. Approved 3-0 (Tommy Gonzalez and
Thomas Bonham absent)
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Notice of a Meeting of the
General Government and Finance Advisory Board
City of Georgetown, Texas
Wednesday, May 25, 2016 at 4:30 PM
Public Wishing to Address the Board
On a subject that is posted on this agenda: Please fill out a speaker registration form. Clearly print your name and the letter
of the item on which you wish to speak and present it to the Board Liaison on the dais, preferably prior to the start of the
meeting. You will be called forward to speak when the Board considers that item.
On a subject not posted on the agenda: Persons may add an item to a future Board agenda by contacting the Board Liaison
no later than noon on the Friday prior to the Wednesday meeting, with the subject matter of the topic they would like to
address and their name. The Board Liaison can be reached at 512-930-3676.
- At the time of posting, no persons had signed up to address the Board
Adjournment
Motion to adjourn the meeting at 4:51pm by Severine Cushing, second by James Bralski. Approved 5-0.
____________________________________ ____________
Keith Brainard Date
Board Chair
____________________________________ _____________
Thomas Bonham Date
Board Secretary
_____________________________________ _____________
Danella Elliott Date
Board Liaison
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City of Georgetown, Texas
Government and Finance Advisory Board
June 29, 2016
SUBJECT:
Cons id eration and p o s s ib le ac tion to approve the c o ntract renewal fo r lic ens ed elec tric ian s ervic es to
Mercury Elec tric Company o f Lib erty Hill, TX for an es timated annual amo unt o f $150,000 - Tris h Long,
Fac ilities Superintend ent and Eric Nuner, As s is tant P arks & Rec reation Direc tor
ITEM SUMMARY:
Staff is req uesting renewal o f the licens ed elec tric al servic es c o ntract with Merc ury Electric Company.
These services may inc lude replac ement, relo catio n and ins tallation o f various electric meters and related
eq uipment, new ins tallatio n, repairs and maintenanc e as need ed b y various City Departments . The
maintenance of the ho lid ay/d ecorative lighting around the City square is als o inc luded in this c o ntract.
The o riginal c o ntract was unanimo us ly approved by City Counc il on No vember 13, 2012. Bids were
received to p erfo rm electrical installatio n, maintenanc e and repair s ervic es o n an as needed basis for
various City fac ilities for a period o f two (2) years with an optio n to renew for three (3) ad d itional one (1)
year p erio d s , s tarting Dec emb er 1, 2012.
The City has used Merc ury for vario us elec trical need s s inc e 2003 with go o d s uc cess. Therefo re, the staff
recommend atio n is to renew the c o ntract with Mercury Elec tric Company of Liberty Hill, Texas in the
es timated annual amo unt o f $150,000. There is o ne (1) renewal optio n remaining for this c o ntract.
FINANCIAL IMPACT:
Funds for thes e s ervic es are bud geted in the Fac ility Maintenanc e ISF acc o unt, 500-5-0350-51-503, and
o ther ind ividual d ep artment acc o unts.
SUBMITTED BY:
Trish Lo ng, F ac ilities S uperintend ent and Eric Nuner Assistant P arks and R ec reatio n Direc tor
ATTACHMENTS:
Description Type
Bid tab s heet Backup Material
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Bid Invitation No.:
Division:
Bid Opening Date:
ITEM#
Mercury Electric
(per hour rate)
Mercury Electric
(total based on
est usage)
Gerald Nunn
Electric
Gerald Nunn
Electric (total
based on est
usage)
1-Licensed Master Electrician $45.00 $13,500.00 $85.00 $25,500.00
2-Licensed Master Electrician-
Overtime $60.00 $2,100.00 $127.50 $4,462.50
3-Licensed Master Electrician-
Weekends $60.00 $600.00 $127.50 $1,275.00
4-Licensed Master Electrician-
Holidays $60.00 $600.00 $170.00 $1,700.00
5-Journeyman Unrestricted $35.00 $5,600.00 $75.00 $12,000.00
6-Journeyman Unrestricted-
Overtime $45.00 $450.00 $112.50 $1,125.00
7-Journeyman Unrestricted-
Weekends $45.00 $450.00 $112.50 $1,125.00
8-Journeyman Unrestricted-
Holidays $45.00 $450.00 $150.00 $1,500.00
9-Journeyman Restricted $30.00 $4,800.00 $65.00 $10,400.00
10-Journeyman Restricted-Overtime $35.00 $350.00 $97.50 $975.00
11-Journeyman Restricted-
Weekends $35.00 $350.00 $97.50 $975.00
12-Journeyman Restricted-Holidays $35.00 $350.00 $130.00 $1,300.00
13-Apprentice $25.00 $3,750.00 $45.00 $6,750.00
14-Apprentice-Overtime $32.00 $480.00 $37.50 $1,012.50
15-Apprentice-Weekends $32.00 $160.00 $67.50 $337.50
16-Apprentice-Holidays $32.00 $160.00 $90.00 $450.00
17-Helper $20.00 $1,000.00 $35.00 $1,750.00
18-Helper-Overtime $25.00 $250.00 $52.50 $525.00
19-Helper-Weekends $25.00 $125.00 $52.50 $262.50
20-Helper-Holidays $25.00 $125.00 $70.00 $350.00
21-% markup for parts 20.00% 15.00% 15.00%
Required submittals:
Affirmation of financial capacity:Yes No
Summary of bid qualifications:Yes No
References:Yes Yes
Licenses:Yes No
Insurance:Yes No
TOTAL $22,150.00 $73,775.00
FOB Shipping Point Destination
TERMS Net 30 Net 30
DEL As needed As needed
Facilities
201304 - Blanket order for electrician services
25 October 2012, 2PM
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City of Georgetown, Texas
Government and Finance Advisory Board
June 29, 2016
SUBJECT:
Cons id eration and p o s s ib le ac tion approving a res olution giving Michel Sorrell, C o ntro ller, the ap p ro val to
cond uc t b usines s with various banking institutio ns and to ap p o int her as a “R ep res entative of the
Deposito r.” Leigh Wallac e, Financ e Director
ITEM SUMMARY:
This resolution authorizes Mic hel S o rrell to b e a Representative of the Dep o s itor and is hereby autho rized
to open ac co unts , to is s ue letters o f instruc tion, and to take all other ac tions d eemed nec es s ary or
ap p ro p riate fo r the p urpose o f c o nducting no n-primary bank d ep o s ito ry s ervic es . This res olution will als o
s erve as an Inc umbenc y C ertific ate for those ins titutio ns requiring it. Any actio n taken will b e in
acc o rd anc e with the C ity’s Investment Po licy.
This resolution als o remo ves Laurie Brewer, As s is tant C ity Manager, as an Authorized Rep res entative. The
complete list o f Autho rized Rep res entatives fo llo wing this resolution will be as fo llo ws:
Autho rized Repres entatives:
Michel So rrell, C o ntro ller
Leigh Wallace, Financ e Directo r
Karrie Purs ley, Ac c ounting S upervis o r
Kara McSwiggin, S r. Ac countant
Staff recommend s updating this autho rizatio n at least b iennially to up d ate the banking entities with whic h
the City is d oing b us ines s . Lubboc k Natio nal Bank and Green Bank have been added to the list.
FINANCIAL IMPACT:
N/A
SUBMITTED BY:
Leigh Wallace, Financ e Directo r
ATTACHMENTS:
Description Type
Texpool Res olution Amendment Res olution Letter
Bank Authorization Res olution Res olution Letter
Page 9 of 183
Resolution Amending
Authorized Represent atives
Please use this form to amend or designate Authorized Representatives.
This document supersedes all prior Authorized Representative forms.
* Required fields
1. Resolution
WHereas,
participant name*Location number*
(“participant”) is a local government of the state of texas and is empowered to delegate to a public funds investment pool the authority to invest funds
and to act as custodian of investments purchased with local investment funds; and
WHereas, it is in the best interest of the participant to invest local funds in investments that provide for the preservation and safety of principal,
liquidity, and yield consistent with the public funds investment act; and
WHereas, the texas Local government investment pool (“texpool/ texpool prime”), a public funds investment pool, were created on behalf of
entities whose investment objective in order of priority are preservation and safety of principal, liquidity, and yield consistent with the public funds
investment act.
noW tHerefore, be it resolved as follows:
a.that the individuals, whose signatures appear in this resolution, are authorized representatives of the participant and are each hereby
authorized to transmit funds for investment in texpool / texpool prime and are each further authorized to withdraw funds from time to time,
to issue letters of instruction, and to take all other actions deemed necessary or appropriate for the investment of local funds.
B.that an authorized representative of the participant may be deleted by a written instrument signed by two remaining authorized
representatives provided that the deleted authorized representative (1) is assigned job duties that no longer require access to the participant’s
texpool / texpool prime account or (2) is no longer employed by the participant; and
c.that the participant may by amending resolution signed by the participant add an authorized representative provided the additional
authorized representative is an officer, employee, or agent of the participant;
List the authorized representative(s) of the participant. any new individuals will be issued personal identification numbers to transact business with
texpool participant services.
1.
name
title
phone/fax/email
signature
2.
name
title
phone/fax/email
signature
form continues on next page 1 of 2
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1. Resolution (continued)
3.
name
title
phone/fax/email
signature
4.
name
title
phone/fax/email
signature
List the name of the authorized representative listed above that will have primary responsibility for performing transactions and receiving confirmations
and monthly statements under the participation agreement.
name
in addition and at the option of the participant, one additional authorized representative can be designated to perform only inquiry of selected
information. this limited representative cannot perform transactions. if the participant desires to designate a representative with inquiry rights only,
complete the following information.
name
title
phone/fax/email
D.that this resolution and its authorization shall continue in full force and effect until amended or revoked by the participant, and until texpool
participant services receives a copy of any such amendment or revocation. this resolution is hereby introduced and adopted by the participant
at its regular/special meeting held on the ______day ______________________, 20 ___.
note: document is to be signed by your Board President, mayor or county Judge and attested by your Board Secretary, city Secretary or
county clerk.
name of participant*
Signed ATTeST
signature*signature*
printed name*printed name*
title*title*
2. mailing instructions
the completed resolution amending authorized representatives can be faxed to texpool participant services at 1-866-839-3291, and mailed to:
texpool participant services
1001 texas avenue, suite 1400
Houston, tx 77002
TexPool Participant Services Managed and
1001 Texas Avenue, Suite 1400 ● Houston, TX 77002 Serviced by ee eratdd
Phone: 1-866-TEXPOOL (839-7665) ● Fax: 1-866-839-3291 ● www.texpool.com G45340-17 (12/15)
oRiginAl SignATuRe And documenT RequiRed TeX-ReP 2 of 2
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Resolution Number:________________ Page 1 of 2
Description: Banking Authorization Resolution
Date Approved: July 12, 2016
RESOLUTION NO. _____________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
GEORGETOWN, TEXAS TO AUTHORIZE REPRESENTATIVES TO
CONDUCT BUSINESS FOR NON-PRIMARY DEPOSITORY
INSTITUTION SERVICES INCLUDING, BUT NOT LIMITED TO: J.P.
MORGAN CHASE & CO., COMERICA BANK N.A., TEXPOOL
PARTICIPANT SERVICES, TEXSTAR, TEXASTERM/TEXAS DAILY,
BANKTEXAS N.A., INDEPENDENT BANK, BTH BANK, RBANK TEXAS,
LEGACY TEXAS BANK, LUBBOCK NATIONAL BANK, GREEN BANK,
AND SOUTHSIDE BANK
WHEREAS, the City of Georgetown (the “Depositor”) is a local government of the State of Texas
and is hereby empowered to conduct business with J.P. Morgan Chase & Co., Comerica Bank
N.A., TexPool Participants Services, TexSTAR, TexasTERM/TexasDAILY, BankTexas N.A.;
Independent Bank; BTH Bank, RBank Texas, Legacy Texas Bank, Lubbock National Bank, Green
Bank, and Southside Bank for non-primary bank depository services; and
WHEREAS, the City of Georgetown (the “Depositor”) is also empowered to conduct business with
other banking institutions as required for non-primary bank depository services;
NOW THEREFORE BE IT RESOLVED THAT:
SECTION ONE. The facts and recitations contained in the preamble of this resolution are
hereby found and declared to be true and correct, and are incorporated by reference herein and
expressly made a part hereof, as if copied verbatim.
SECTION TWO. The individuals, whose names appear below, are Representatives of the
Depositor and are each hereby authorized to open accounts, to issue letters of instruction, and to
take all other actions deemed necessary or appropriate for the purpose of conducting non-primary
bank depository services at institutions necessary to conduct City business.
Authorized Representatives are listed below:
Name: Title:
Michel Sorrell Controller
Leigh Wallace Finance Director
Karrie Pursley Accounting Supervisor
Kara McSwiggin Sr. Accountant
SECTION THREE. An Authorized Representative of the Depositor may be added or deleted
by a written instrument signed by at least one of the named Authorized Representatives.
Page 12 of 183
Resolution Number:________________ Page 2 of 2
Description: Banking Authorization Resolution
Date Approved: July 12, 2016
SECTION FOUR. Specific authorization forms previously approved by Council for TexPool are still
in effect to meet those banks individual requirements.
SECTION FIVE. This Resolution and its authorization shall continue in full force and effect
until amended or revoked by the Depositor.
SECTION SIX. The Mayor is hereby authorized to sign this Resolution and the City Secretary to
attest.
SECTION SEVEN. This Resolution shall become effective upon its adoption.
PASSED AND APPROVED on the 12th day of July, 2016.
ATTEST: CITY OF GEORGETOWN, TEXAS
______________________________ By: _____________________________
Shelley Nowling Dale Ross
City Secretary Mayor
APPROVED AS TO FORM:
___________________________________
Charlie McNabb
City Attorney
Page 13 of 183
City of Georgetown, Texas
Government and Finance Advisory Board
June 29, 2016
SUBJECT:
Cons id eration and p o s s ib le ac tion to approve the Des ign/Build - cost of the work plus design-build er’s fee
with a guaranteed maximum p rice agreement with G. Creek Cons tructio n of Aus tin, Texas fo r the
Resto ration o f Grac e Heritage Center – Eric Johns on, CIP Manager, and Laurie Brewer, Assistant City
Manager
ITEM SUMMARY:
On Ap ril 25, 2016, the City o f Geo rgetown issued a Req ues t for Qualific ations for the Grace Heritage
Center Res to ration. The members o f the s elec tion co mmittee were Eric Johns o n, Matt S ynatsc hk, and
Brent S umner. One res pons e was received from G. C reek Cons tructio n, partnering with ARCHITEXAS.
ARCHITEXAS performed the o riginal Architec tural As s es s ment dated Oc tober 28, 2015. T he selec tio n
c o mmittee unanimous ly agreed that G. Creek Cons truc tion and ARCHIT EXAS wo uld b e an exc ellent
cho ice fo r the Grace Heritage C enter R es toratio n b as ed on their Statement of Qualific ations , referenc es
and internet searc h.
Under the Agreement the Design/Build firm has Preconstruction Phase Responsibilities that
include:
General C o o rd inatio n with the Pro ject Team
Cons truc tability Review o f Co ntract Doc ument and Report
Preparation and up d ate o f the Progres s Sc hedule
Value Engineering rec o mmendatio ns and propos als
Preparation o f a C o s t Management Report c o mp aring Owner c o s t b udget to Des ign/Build firm’s
cost es timate
Preparation of Sc hedule of Values
Cons truc tion P lanning
Solic itation of Competitive Sealed Proposals from Sub contrac to rs in a proc es s where the
Design/Build firm and Owner jointly agree o n criteria for d eterminatio n o f bes t value fo r award s .
Advantages of the Design/Build method for this Project at this time include:
In a res to ration projec t, s ome of the unknown elements wo n’t b e uncovered until c o nstruc tio n
p ro gres s es
Allows c omparis on of d es ign to budget b efo re bids are solic ited
The Des ign/Build pro c es s allo ws the Owner to p artic ip ate in formulating the evaluation criteria to
o b tain the bes t value fo r the City and to maximize loc al opportunity fo r s ub contrac tors.
City realizes 100% o f savings .
FINANCIAL IMPACT:
The Current Projec t Cons tructio n Budget totals $290,000.
The Counc il ap p ro p riated $150,000 from the Counc il Spec ial R evenue Fund for Phase I rep airs of Grac e
Heritage C enter. P ending Counc il ad o p tion, the FY2017 b udget will als o p ro p o s e fund ing Phas e II rep airs
fo r Grace Heritage Center, which are ap p ro ximately $140,000. Details regard ing what eac h phas e entails
are includ ed in the AR CHIT EXAS arc hitectural as s es s ment.
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Near the end o f the Architec tural Des ign phas e o f the p ro ject, G . Creek Cons tructio n will s ubmit a
Guaranteed Maximum Pric e fo r the p ro ject and we will return to GGAF and Co uncil fo r ap p ro val o f that
GMP.
SUBMITTED BY:
Eric Jo hns o n, CIP Manager and Laurie Brewer, As s is tant City Manager
ATTACHMENTS:
Description Type
G Creek RFQ Backup Material
Grace Heritage Condition As s es s ment Backup Material
Grace Heritage Center RFP Backup Material
Evaluation Summary for Grace Heritage Backup Material
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ARCHITEXAS - ARCHITECTURE, PLANNING, AND HISTORIC PRESERVATION, INC.
Grace Heritage Center
Georgetown, Texas
Existing Exterior Envelope Assessment
October 28, 2015
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'$//$6ZZZDUFKLWH[DVFRP$867,1
ARCHITEXAS
Architecture, Planning and Historic Preservation, Inc.
2900 South Congress Ave., Suite 200
Austin, Texas 78704
(P) 512.444.4220
(F) 512.444.4221
SPARKS ENGINEERING, INC.
933 North Flores Street
San Antonio, Texas 78212
(P) 210.229.0669
Grace Heritage Center
Georgetown, Texas
Existing Exterior Envelope Assessment
October 28, 2015
PROJECT TEAM
October 28, 2015
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TABLE OF CONTENTS
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I. Page 1 - Introduction
a. Project Statement
b. Executive Summary
II. Page 4 - History
a. Summary of Historic Research Findings
b. Chronology of Significant Historic Events
c. Annotated Elevations - Existing Conditions
III. Page 9 - Existing Facilities Survey & Recommendations
a. Methodology for Analysis
b. Existing Conditions Analysis & Recommendations
c. Annotated Elevations - Recommendations
d. Structural Analysis
e. Summary of Preservation Recommendations by Priority
f. Building Maintenance & Inspection Program Recommendations
IV. Page 41 - Budget Estimate
a. Estimate of Probable Cost
b. Phasing Strategy
V. Page 47 - Funding Recommendations
a. Potential Grants, Tax Credits & Other Available Funding Sources
VI. Page 49 - Appendix
a. Relevant Historic Documents
b. ADA Assessment
c. Cresting Patterns
d. Additional Funding Sources
e. Glossary of Terms
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1
Project Statement
Executive Summary
I
INTRODUCTION
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The Grace Heritage Center, formerly The Grace Church was constructed in 1881
in the Carpenter Gothic style. It is the earliest surviving wood framed Church
in Georgetown. The original structure is symmetrical in plan comprised of a
rectangular Nave with a square Narthex to the west and rectangular Chancel to
the east. The main volume is one story with a steeply pitched gabled roof. The
main entry consists of a three story Bell Tower topped with ornamental wood
finials and crenellations. The exterior walls are punctuated with pointed arched
windows and doors with simple hood moldings above. The original structure was
moved twice and is currently one block north from its original location. In 1992, a
front entry porch and an accessible ramp with connecting rear porch were added.
Over the years and due to the moves, much of the historic materials have been
replaced. However, the configuration and most of the original structure remains.
ARCHITEXAS, Architecture, Planning & Historic Preservation, Inc. (AT) was
hired by the City of Georgetown to provide architectural services to prepare a
Structural Assessment and Rehabilitation Plan for The Grace Heritage Center
located at 9th and Main Streets in Georgetown, Texas. The limits of the work
for this study include the structure and exterior envelope of the church building
and the immediate site around the building. The study will generally include the
following items:
tResearch history and chronology of the structure to gain an
understanding of the original architecture, materials, and modifications
to the building over time and document significant historic events.
tExterior conditions analysis including general structural assessment.
Analysis will provide a brief description of the assembly, note its
condition, and provide recommendations for its repair. Additionally,
conditions will be categorized by priority.
tPhotos and or drawings indicating damaged and deteriorated materials.
tIdentify potential grant sources, tax credits, and other available funding
sources.
tCost estimate for proposed scope of work with possible phasing to
account for budgetary constraints.
tCyclical maintenance plan.
Items not part of this study include:
tAssessment of structures on site other than original “Church” structure.
tADA review as a prior assessment report has been provided by the
City of Georgetown, dated July 2014.
tEnvironmental assessments, i.e. lead, asbestos, etc…
tGeotechnical investigations.
tPaint analysis to determine historic paint scheme.
The recommendations of this report are based on the Secretary of the Interiors
Standards for the Treatment of Historic Properties with Guidelines for Preserving,
Rehabilitating, Restoring and Reconstruction of Historic Buildings. The Grace
Heritage Center Exterior Envelope Study was prepared by ARCHITEXAS under
the direction of Stanley O. Graves, FAIA, Principal, with the assistance of Susan
Frocheur, Principal, and Izabella Dennis of ARCHITEXAS.
Project Statement
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Executive Summary The goal of this study was to determine the project scope of work needed to
repair, restore, and rehabilitate the exterior envelope of the Grace Heritage
Center. ARCHITEXAS conducted a general assessment of material conditions
on the Grace Heritage Center exterior. The assessment was limited to areas that
were physically accessibly by ladder or bucket truck. Sparks Engineering, Inc.
provided a general structural assessment report focusing on the condition of
the foundation, roof and bell tower.
ARCHITEXAS analyzed the historic structure to determine existing conditions
and prepared preservation, restoration and rehabilitation recommendations
and associated costs for these recommendations. In the analysis of existing
conditions, each element was classified as being in Good, Fair, or Poor Condition,
and then categorized according to priority as Level 1-Critical, Level 2-Serious,
or Level 3-Minor. This type of categorization will assist the City of Georgetown
in determining scopes of work to be undertaken if the project is phased, based
on priority.
Currently, the building houses the Georgetown Heritage Society and serves as
a community space. While the building appears to generally retain the physical
appearance of the earliest historic photographs, the structure was altered
during its moves in 1955 and 1991, and substantially restored after its move
to 9th and Main Street in 1991. The 1992 restoration drawings (see “Appendix:
Relevant Historic Photographs & Plans”) specify updates to the roof and electrical
systems, plans for new staircases on the west and north sides of the building,
reconstruction of the bell tower, new foundation underpinnings, new drainage
(gutters and downspouts) and construction of a detached restroom addition.
ARCHITEXAS developed measured elevations from field measurements to
document the existing exterior structure and identify elements not specified or
implemented from the prior restoration drawings.
Overall the building’s structural integrity is good but deterioration to the bell tower
foundation has compromised the structure and caused the belfry to noticeably
lean. The foundation has varied surface deterioration due to moisture intrusion.
The condition of the existing materials on the Grace Heritage Center ranges
from good to poor. The majority of the wood elements (siding and trim) are
severely weathered and deteriorated due to lack of maintenance, poor detailing
and inappropriate wood species. A durable wood appropriate for exposure to
the elements, such as cypress, redwood or Spanish cedar, should be used as a
replacement, and regular maintenance and repainting should be implemented.
The windows and doors are in good to fair condition; their restoration is
recommended for long-term preservation. The top section of the bell tower
was fully constructed in 1992 and is now severely deteriorated, requiring a full
reconstruction. Bird infestations through the slatted louvers on the bell tower,
as well as inadequate roof drainage, have caused considerable damage to the
bell tower siding and trim. A west front porch and north ramp/porch were added
during the 1992 restoration. They are in fair condition but, according to our
inspections and the 2012 ADA Survey by Altura Solutions, L.P. (see “Appendix:
American with Disabilities Act (ADA) & Building Code Compliance Review”), the
handrails and ramp are not ADA or building code compliant and will need to be
modified accordingly.
ARCHITEXAS will work with the City of Georgetown on developing a phasing
strategy if there are funding limitations and the entire project cannot be completed
in a single phase. Potential grant sources, tax credits and other available funding
sources have been included in this report.
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4
II
HISTORY
Summary of Significant Historic Research
Findings
Chronology of Significant Historic Events
Annotated Elevations - Existing Conditions
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Summary of Significant
Historic Research
Findings
Figure 1. Old Grace Church
Photograph assumed to be taken c. 1900 - 1925 on original building site,
(Source: www.graceepis.org)
Figure 2. 1984 Old Grace Church Photograph
Taken after 1st move, note shortened tower
(Source: Texas Historical Commission)
Figure 3. 1900 Sanborn Map of Georgetown, TX
Indicating original location of the building at the corner of Orange St and Main St
Grace Episcopal Church was organized on Easter
“Monday” of 1881 with a congregation of 29
members and the cornerstone of the building
was laid on November 16 of the same year. Early
records of the church indicate that occasional
services began as early as 1868 in churches
and homes across town. According to historic
photographs (see Figure 1), the west-east aligned
church had white horizontal clapboard siding and
a shingled gable roof, most likely made of wood.
The simple interior scissor trusses are made
of cypress wood brought by wagon from San
Marcos, Texas, according to former vicar Romilly
Timmins. In the chancel, the original wood altar is
still in place, and north and south rows of lancet
windows historically cranked open at the base to
ventilate the structure. To the west, the narthex is
located below a two-story bell tower housing a
22” wide stairwell leading to an organ loft. The loft
was active until 1887 when the organ was moved
into the nave. A bronze bell was later installed into
the space in 1958 and is still operable. The bell
tower maintains three original arched top louver
windows surrounding the loft and three diamond
windows that appear, from historic photos, to
have been originally made of colored glass. The
building is decorated with motifs of St. Andrews
and saltire crosses, trefoils, botonee and fleur-
de-lis.
By 1955, economic growth in Georgetown spurred
commercial development along Main Street
and the congregation decided to move Grace
Church to 1314 E. University Avenue, across
from Southwestern University. The belfry was
transported separately for its safety and was
shortened before it was reattached to the building.
The decorative woodwork and finials from the top
of the bell tower were removed at that time. From
historic photos, it appears that the foundation as
well as the trim around the windows and doors
were painted a darker color during this period.
After 110 years of continuous use, the congregation
of Grace Church outgrew the structure and the
Episcopal Diocese of Texas donated it to the
City of Georgetown. Serving as the focal point
of Founders Memorial Park, the Georgetown
Heritage Center fits into the fabric of the historic
Main Street, and it currently operates as home
to the Georgetown Heritage Society offices and
a public-use facility for the City of Georgetown.
1 Christie Shroeter, “On the Move”, 1991.“George-
town Heritage Society,” Georgetown Heritage
Society. http://georgetownheritagesociety.org/.
Accessed July 1, 2015.Shroeter, Christie. “On
the Move,” Austin-American Statesman. May
23, 1991.
Texas Historical Commission and D. Moore.
“Grace Episcopal Church: Site No. 224”, Texas
Historic Sites Inventory Form - Texas Historical
Commission (rev.8-82), July 1984.
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Grace Episcopal Church was constructed for a cost of $2,186 and located
on the southwest corner of 10th and Main Streets in downtown Georgetown
(Refer to Figures 1 & 3).
Electric lights added.
Ceiling fans added and the building changed from coal to gas heating.
Due to economic growth and downtown development, the original structure
was moved to 1314 E. University Avenue across from Southwestern
University. During the move the tower was separated from the main structure
and the top portion shortened removing the spires and decorative wood
crenellation (Refer to Figure 2).
The congregation of Grace Church outgrows the structure and the Episcopal
Diocese of Texas donates the building to the City of Georgetown.
Though a partnership between the City of Georgetown and the Georgetown
Heritage Society, the original structure was moved a second time to the
northeast corner of 9th and Main Streets, two blocks from its original location.
Foundation for the structure was provided in conjunction with the move and
consisted of a continuous concrete footing at the perimeter of the building
and isolated footings on the interior with CMU piers supporting the structure.
Paving and Drainage documents prepared by Dan Shannahan, P.E., dated
May 28, 1992 (Rev. Sept. 15, 1992), indicate the existing relocated church
on the southeast corner of the property with surface parking to the north and
east, a new structure containing restrooms directly to the east of the church,
and Founders Park at the south east corner of the property.
Public restroom documents prepared by Voelter Associates, Inc., dated
October 13, 1992 (Rev. 1.18.93) indicate construction of new restroom
facilities directly east of church structure.
Renovation documents prepared by Voelter Associates Inc., dated November
23, 1992 indicate the following scope of work: Reconstruction of the upper
portion of the tower including the spires, decorative crenellation, and the
arched topped louvers; new roofing assembly above the existing roof decking
including insulation with a nail able roof substrate, furring strips, wood shingle
roofing, and decorative sheet metal ridge cap; new sheet metal gutters and
downspouts; Reconstructed decorative wood crosses at the east ridges of
the Sanctuary and Apse; Selective replacement of the corner boards and
siding (Installation of batt insulation at exterior walls assumed); Installation of
concrete footing and stone wall between CMU (concrete masonry units) piers
including application of a cement plaster finish on the face of the piers and
installation of rigid insulation on interior wall of the crawl space; Construction
of new front entry porch and steps; Construction of a new accessible ramp
along the north elevation and rear porch and; Providing an accessible exterior
door on the east wall of the sanctuary. On the interior of the building, the
following alterations were indicated: Strengthening the main trusses and
adding free standing partitions at the west end of the sanctuary to create
office space.
Replacement of wood shingle roofing with asphalt shingle roofing.
Chronology of
Significant Historic
Events
1881
1910
1928
1955
1991
1991
1992
1992
1992
2004
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Bibliography:
“Georgetown Heritage Society,” Georgetown Heritage Society. http://
georgetownheritagesociety.org/. Accessed July 1, 2015.
Shroeter, Christie. “On the Move,” Austin-American Statesman. May 23, 1991.
Texas Historical Commission and D. Moore. “Grace Episcopal Church: Site No. 224,”
Texas Historic Sites Inventory Form – Texas Historical Commission (rev.8-82), July 1984.
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Annotated Elevations -
Existing Conditions
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Page 70 of 183
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9
III
EXISTING FACILITIES SURVEY & RECOMMENDATIONS
Methodology for Analysis
Existing Conditions Analysis &
Recommendations
Annotated Elevations - Recommendations
Existing Structural Assessment
Summary of Preservation Recommendations by
Priority
Building Maintenance & Inspection
Program Recommendations
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The ARCHITEXAS team conducted an in-depth investigation and evaluation of
the existing exterior conditions of the Grace Heritage Center in Georgetown,
Texas. The inspection was done to note deficiencies, assess the condition of
deterioration to damaged exterior envelope building elements and to provide
preservation recommendations and a budget estimate to assist the City of
Georgetown to initiate and complete a restoration of the historic structure.
The conditions of the building envelope were assessed from the exterior by
visually reviewing the exterior envelope, windows, roof, stairs and bell tower.
The exterior materials were visually assessed from the ground, with the use of
binoculars where necessary for the upper portions of the building.
The inspection, evaluation and recommendations were conducted based on a
format that was established by the National Park Service and has been utilized
as a standard system of inspecting and evaluating the condition of National
Historic Landmark Buildings.
The findings of the investigation are organized into three general categories,
Description/Construction, Existing Condition, and Recommendations. The
following definitions were used to classify each building condition according to
one of three categories.
Good: The element is structurally sound and performing its intended purpose,
and there are few cosmetic imperfections. Repair is not needed or only minor
routine maintenance is required.
Fair: The element shows early signs of wear, failure or deterioration but remains
generally structurally sound and is performing its intended purpose. A failure of
a sub-component may have occurred. Replacement of up to 25 percent of the
element or replacement of a subcomponent may be required.
Poor: The element is no longer performing its intended purpose, is missing,
or has deterioration or damage affecting more than 25 percent of the element.
The element may show signs of imminent failure. Major repair or replacement
is required.
Additionally, each element is classified as to priority according to one of three
levels (lower priority items may be ranked as a higher priority or be included in
an earlier phase due to functional considerations or because restoration of a
related/adjoining item requires the item be addressed sooner):
Level 1 - Critical: Advanced deterioration is involved and immediate repair or
replacement is needed to prevent the failure of the element within the next 2
years. There may be a threat to health or life safety. Level I priority should be
accomplished immediately.
Level 2 - Serious: Deterioration may result in the failure of the element within
2 to 5 years if not corrected, and a threat to health or safety may result if not
corrected. Deterioration of adjacent or related elements may occur as a result
of this deterioration. Level 2 should be repaired or restored within this period or
included in a comprehensive restoration of the building.
Level 3 - Minor: Deficiency or deterioration exists which requires minor or routine
repair or preventative maintenance, and the life expectancy of the element may
be reduced if not corrected. This condition will affect the element in the long
term, beyond 5 years. Level 3 priority should be included in a comprehensive
restoration of the building.
Methodology for
Analysis
Definitions
Key to Deterioration
Priorities
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Existing Conditions
Analysis &
Recommendations
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
Description/Construction:
The foundation of the building consists of a continuous concrete footing at the
perimeter of the structure and isolated footings on the interior. CMU piers at
approximately 10-foot on center bear on the footings and support the wood
framed structure above. The CMU piers are finished with a cement plaster parge
coat on metal lath. The space between the piers is infilled with 8-inch thick,
randomly coursed limestone masonry. Metal ventilation grilles exist within the
stone infill to ventilate the crawlspace. Rigid insulation exists on the interior side
of the crawlspace walls. Asphalt paving exists beneath the structure. The 1992
Restoration Drawings note that “Existing paving is to remain under the building”.
Access to the crawlspace is through wood access doors located on the southeast
corner of the building installed during the 1992 Restoration.
Existing Condition:
The CMU piers and stone masonry foundation walls generally appear to be in
good condition and functioning properly as no significant cracks or settling was
noted. The following conditions were noted: (1) Deteriorated cement parging
and exposed metal lath at the north and south corners of the tower and at the
northwest corner of the building; (2) Cracked and deteriorated stone mortar joints
at the infill masonry between piers and at the sidewalls of the steps, porches,
and ramp; (3) Biological growth at the base of the building was noted particularly
adjacent to downspouts and at side walls to steps, porches, and ramp due
to open and failing mortar joints at the top surfaces; (4) Bent and damaged
foundation vents and; (5) Paint splatter on the stone infill wall at the south east
corner of the chancel.
Recommendations:
1. Remove deteriorated and damaged cement parging at piers and replace
to match existing texture, finish, and color. The parging is unfinished and
it may be difficult to match the color. Parging from pier to pier may need
to be replace or all parging may need to be painted with an appropriate
paint coating.
2. Selectively repoint failing and deteriorated mortar joints at stone masonry
walls. As the masonry was constructed in 1992, it is likely that a type
“N” mortar was used as it is generally appropriate for limestone. We
recommend that mortar be of weaker strength than the limestone and
that it match the texture and color of the existing mortar.
3. Clean biological growth by either power washing with the appropriate
equipment or with application of an appropriate chemical cleaner
designed for use on the type of materials and soiling present.
4. Repair bent and damage foundation vents. Check that foundation vents
are clear and allow for movement of air in crawlspace.
5. Remove paint splatter from stone surfaces with an appropriate paint
stripper designed to remove the type of paint present.
I. SUBSTRUCTURE
1. Foundation 2
Figure 4. Pier at NW Corner of Bell Tower.
Failing parge coat at pier.
Figure 5. NW Corner of Entry Porch,
Note: Cracked/failing mortar joints.
Figure 6. West End of North Ramp
Note: Biological growth on stone masonry
Figure 7. East End of North Porch.
Note: Bent foundation vent
Figure 8. Foundation Wall at SE Corner
Note: Paint splatter on stone masonry footing
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
II. SHELL
1. Roof Construction 3
a. Nave & Chancel
Description/Construction:
The roof structures over the Nave and Chancel are exposed to the interior. They
are steeply pitched with an approximately 8 on 12 slope. The Nave is comprised
of four main wood timber scissor trusses with roof rafters between spaced at
approximately 30-inches on center. Decorative wood collar ties exist at each
roof rafter. The scissor trusses have been modified several times with the
addition of tie rods above and below the plate line. Pat Sparks, the structural
engineer, noted that the upper tie rods appear to be the earliest and may have
been installed shortly after the Church was constructed. It is not known when
the lower tie rods were added. The 1992 Renovation Drawings indicate that
the scissor trusses were strengthened with ¾-inch thick wood boards on three
sides of the main members. The exposed wide plank tongue and groove wood
decking appears original.
The roof structure over the Chancel is comprised of five roof rafters spaced at
approximately 28-inches on center. Decorative wood collar ties exist at every
other rafter. The exposed wide plank tongue and groove wood decking does
not appear original as the plank width is about 1-2 inches wider than that of the
Nave. Additionally, knots are visible indicating fewer paint layers.
The 1992 Renovation Drawings indicate that the following materials were applied
over the “existing wood decking” (The exposed wide plank ceiling): wood shingles
on 1x4 horizontal nailing boards on 1x4 vertical slats on vapor barrier on 15#
felt on nailable surface on 2-inch roof insulation. All these materials are visible
on the east wall of the Belfry with the exception of the wood shingles, nailing
boards, and vertical slats. These were probably removed when the current
asphalt shingle roofing was installed. The Owner believes that the asphalt roofing
is approximately 10-11 years old. An early photograph of the building indicates
that the original roofing was possibly wood shingle with a decorative cresting
at the ridge of the Nave roof (Refer to Figure 12). The roof of the Chancel is not
visible in this photograph but it is likely that it too had the cresting.
Existing Condition:
Refer to Initial Structural Evaluation prepared by Sparks Engineering, Inc. for
description of existing condition for the roof structure.
The asphalt roofing appears to be in good condition, no visible signs of water
damage or water infiltration was noted in the Nave and Chancel.
Recommendations:
1. The lifespan of Asphalt shingle roofing in Texas weather is typically 12-15
years. As the existing roofing is approximately 10-11 years old, inspect
the roofing yearly to evaluate condition and check interior spaces for
water infiltration.
2. If it is desired to provide a period appropriate cresting at the ridge of
the Nave and Chancel roofs, standard sheet metal ridge caps/cresting
in a number of different patterns are available (Refer to period cresting
patterns included in the appendix of this report).
Figure 9. Scissor Trusses, Looking east
Figure 11. View of Chancel Roof Covering
Figure 10. Existing Roof Covering on Nave,
View Towards Northeast
Figure 12. Ridge Mold on Historic Photograph,
View Towards Northeast
Note: Decorative cresting at ridge
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
b. Bell Tower
1
Figure 14. Bell Tower, View of SW Corner
Note: Deteriorated wood at finials and
crenellations
Figure 13. Interior of Belfry
Note: Water staining at perimeter of roof
Figure 15. Bell Tower, View of Southeast Finial
Note: Deteriorated wood at finials and
crenellations
Description/Construction:
The exterior of the bell tower was accessed via a boom lift. Access to the roof
of the tower was not available. The 1992 Restoration Drawings indicate that
the roof pitches to each side of the tower and sheds water through the spaces
between the decorative wood crenellations. The drawings indicate that the roof
assembly consists of a flat seam metal roofing, fully soldered, on a ¾ inch thick
plywood deck.
Existing Condition:
Water staining was visible on the interior walls and ceiling of the belfry indicating
that the roof is leaking. Deteriorated and rotted wood was visible at the decorative
finials and crenellations above the roof line.
Recommendations:
1. Depending on its condition, repair or replace the flat seam metal roofing
and integral metal flashing at the finials, crenellations, and wash surfaces.
2. Repair and or replace deteriorated wood elements to match existing
profiles. Replacement wood should be a highly decay resistant species
such as Mahogany, Redwood, Cypress, or Spanish cedar. Additionally, it
should be clear or vertical grain to promote dimensional stability in order
to resist cupping and warping. Back prime wood elements including cuts
and splices to reduce water absorption and increase longevity.
3. Prime and paint exterior architectural woodwork with an appropriate
paint system.
4. Provide an access hatch at roof of tower for future inspection and
maintenance.
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
2. Exterior Wall Assembly
Figure 16. South Side of Bell Tower, Top Section
Note: Rotting of wood siding and peeling paint
Figure 17. Southeast Corner of Chancel
Note: Rotting wood and deterioration of paint
adjacent to downspout
Description/Construction:
The exterior walls of the structure are comprised of 2x4 wood studs with
approximately 4-inch exposure wood clapboard (thicker along the lower edge
than on the upper edge) siding. The corners of the building are clad with 5-inch
by 1 1/8-inch thick wood corner boards. The corner boards are likely not original
as they extend past the water table at the base of the building. The top course of
siding is capped with a 9-inch high by 1 1/8-inch thick wood trim board along the
side walls and a 6-inch high trim board at the gable ends. The 1992 Restoration
Drawings indicate batt insulation between the studs.
The water table, which creates the visual base for the building, is comprised of
a wood drip cap and a 9 ½ inch high by ¾ inch thick skirt board. The wood drip
cap is sloped to wash water. The water table is likely not original as it is typically
continuous at the base of the building and end grain type trim is generally not
used for this location.
The bell tower is divided into thirds by a horizontal band course. The band course
is comprised of a wood drip cap and a flat trim piece. The 1992 Restoration
Drawings indicate that the top third of the tower was reconstructed including
the decorative wood finials and the crenellations.
Existing Condition:
Refer to Initial Structural Evaluation prepared by Sparks Engineering, Inc. for
description of existing condition for the wall structure at the Bell Tower.
In general the exterior architectural woodwork was found to be in poor to fair
condition. The following conditions were noted: (1) Deteriorated wood elements
due to a lack of maintenance such as failing paint coatings throughout exposing
wood substrate, open and failing sealant joints, etc.; (2) Deteriorated wood
elements adjacent to downspouts and yard sprinkler heads indicating that
downspouts are leaking; (3) Poor repairs using short lengths of wood installed
with butt joints, which are susceptible to water infiltration; (3) Poor architectural
detailing at the water table, corner boards, and trim boards at the top of the wall.
The water table is not continuous at the inside and outside corners. The inside
and outside corner boards extend to the bottom of the water table leaving the
end grain susceptible to water infiltration and subsequent deterioration. The type
of wood and profile used for the drip cap of the water table is not appropriate
for this application as end grain is exposed on three sides. This is also typical
of the drip cap found at the horizontal banding and roof trim at the Bell Tower.
The corner boards do not extend to the rake board, exposing end grain. The
corner boards in several locations are proud of the trim board at the top of the
wall, exposing end grain and allowing water behind the corner boards and; (4)
Lack of sheet metal flashing where elements interrupt the exterior wall.
Due to the age of the building and the poor detailing, it is likely that most of the
exterior architectural woodwork is not original.
Recommendations:
1. Replace exterior architectural woodwork 100%.
2. Repair and or replace deteriorated framing members following removal
of wood siding (Refer to Initial Structural Evaluation report).
3. Modify architectural woodwork details to decrease susceptibility to water
infiltration and deterioration as follows: Use full height/length wood trim
pieces to minimize the number of joints. Where not possible use beveled
joints at vertical members and scarf joints at horizontal members. Use
1
Figure 18. Southwest Corner of Nave
Note: Short length of wood installed as
replacement
Figure 19. Northeast Corner of Nave
Note: Poor architectural detailing of trim boards
at top of wall
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
Figure 21. Southwest Corner of Bell Tower
Note: Rotting wood and peeling paint at band
due to inappropriate drip cap
appropriate profiles and correct grain direction to promote longevity.
Replacement wood should be a highly decay resistant species such
as Mahogany, Redwood, Cypress, or Spanish cedar. Additionally,
wood should be clear or vertical grain to promote dimensional
stability in order to resist cupping and warping. Back prime wood
elements including cuts and splices to reduce water absorption and
increase longevity.
4. Prime and paint exterior architectural woodwork with an
appropriate paint system.
Figure 20. Northwest Corner,
Intersection of Tower and Main Building
Note: Rotting wood and peeling paint at drip
cap; Drip cap is not continuous at corners
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
III. ROOF DRAINAGE SYSTEM
1. Gutters &
Downspouts
1
Description/Construction:
The roof drainage system consists of half round sheet metal gutters along
the north and south sides of the Nave and Chancel roofs connected to 4-inch
diameter sheet metal downspouts. The downspouts on the south elevation
extend to concrete splash blocks at grade. The downspouts on the north
elevation extend below grade to subsurface piping that drains to the parking
lot. The gutters and downspouts are painted. The 1992 Restoration Drawings
indicate that the gutters and downspouts were installed at that time.
Existing Condition:
The gutters and downspouts are in good to fair condition. The following
conditions were noted: (1) Water damage to wood cladding was noted adjacent
to downspouts; (2) Splash blocks were not properly placed to drain water away
from the building and; (3) Slight rusting was noted within the gutter.
Recommendations:
1. Flood gutter and downspouts to ensure that there is no blockage and
that they are properly functioning. At the same time check downspout
joints for leaks and repair as necessary.
2. Move splash blocks so that they are below downspouts and directing
water away from the building.
3. Check condition of paint coating within gutter. If rusting, prep metal
to remove rust, spot prime bare metal with rust inhibitive primer, and
apply appropriate paint system.
Figure 23. Southwest Corner
Note: Rusting within gutter
Figure 22. Downspout and Splash block at
Southeast Corner
Note: Water damage to wood cladding adjacent
to downspouts and splash blocks not properly
placed to drain water away from building
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
IV. PORCH STEPS &
RAMP
1. Front Entry Porch and
Steps
Description/Construction:
The front entry porch and steps were added during the 1992 Renovation. The
1992 Renovation Drawings indicate that the front porch is constructed on 2x6
wood framing on stone masonry walls on a continuous concrete footing. The
1992 Renovation Drawings indicate that the decking is 3 ½” x 1 1/8” thick solid
tongue and groove wood decking. The current decking appears to be grooved
2x6’s spaced to allow water to drain. The lower brick platform and steps are
constructed on a concrete structure. A wood guardrail exists at the perimeter of
the porch and extends on both sides of the steps. The guardrail is constructed
of 4x4 wood posts fastened to the structure with a top, intermediate, and bottom
rail with wood balusters between posts.
Existing Condition:
The front entry porch and steps appear to be in fair condition. The following
items were noted: (1) Non-compliant Building Code issues: At the entry door, the
finish floor elevation of the building to the finish porch decking exceeds ½-inch.
It is currently approximately 2 ½-3-inches. There are no handrails on either side
of the steps. Handrails are required on both sides, extending 1-foot past top
and bottom tread. Guardrails are required where dimension from top of finish
porch or treads exceeds 30-inches. Guardrails are required to be designed so
that a 4-inch diameter sphere cannot pass through. The spacing between the
balusters exceeds 4-inches. The difference in height between risers exceeds
3/8-inch. (2) It appears that water draining through the deck boards is making
its way toward the base of the tower causing damage to plywood shims at the
foundation piers and lower wood framing elements (Refer to Initial Structural
Evaluation Report). (3) The grooved profile of the decking allows dirt and debris
to collect and water to sit on the boards accelerating deterioration. (4) The
decking is weathered and slight cupping was noted. (5) Loose and cupped trim
elements at the perimeter of the porch and treads. (6) Failing and deteriorated
stone mortar joints, particularly at exposed horizontal surfaces or where water
is allowed to drain onto a horizontal surface.
Recommendations:
1. Due to the extent of non-compliant Building Code issues, water infiltration
issues, and required repairs, we recommend that a new Building Code
compliant and historically compatible porch and steps be provided with
required guardrails and/or railings at both sides of steps. The limestone,
brick pavers, and concrete footings/structure could potentially be
salvaged for reuse.
Figure 24. Front Entry Porch and Steps
Figure 25. Southeast Corner of West Porch
Note: Water draining through deck boards
and causing damage to plywood shims at
foundation piers
1
Figure 26. Northwest Corner of Front
Entry Porch
Note: Loose and cupping trim elements; Failing
and deteriorated mortar joints
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
2. North Ramp and Rear
Porch and Steps
Figure 29. Wood Ramp at North Ramp
Note: Failed sealant joint between building and
ramp
Figure 27. North Ramp
Figure 28. North Stairs, Looking West
Note: Weathered and cupping of decking;
Loose trim at perimeter of treads; Failing and
deteriorated stone mortar joints
Description/Construction:
The north ramp and connecting rear porch and steps were added during the
1992 Renovation to provide an accessible route into the building. The 1992
Renovation Drawings indicate that the lower portion of the ramp, paved with
brick pavers, is constructed on a concrete structure while the upper portion of
the ramp, with the wood decking is constructed on 2x6 wood framing on a stone
masonry wall on a continuous concrete footing. The 1992 Renovation Drawings
indicate that the decking is 3 ½”x 1 1/8” thick solid tongue and groove wood
decking. The current decking appears to be grooved 2x6’s spaced to allow
water to drain. A wood guardrail with integral handrail exists on the outside of
the ramp continuing around the rear porch. The guardrail is constructed of 4x4
wood posts fastened to the structure with a top, intermediate, and bottom rail
with wood balusters between posts.
Existing Condition:
The north ramp and rear porch and steps appear to be in fair condition. The
following items were noted: (1) Non-compliant Building Code issues: The handrail
at the bottom of the steps does not extend minimum 1-foot beyond the nosing
of the bottom tread; Handrails have not been provided on both sides of the
steps; The spacing between the balusters exceeds 4-inch diameter and; The
difference in height between risers exceeds 3/8-inch. (2) The grooved profile
of the decking allows dirt and debris to collect and water to sit on the boards
accelerating deterioration. (3) The decking is weathered and slight cupping was
noted. (4) Loose trim at the perimeter of the porch and treads. (5) Failing and
deteriorated stone mortar joints, particularly at exposed horizontal surfaces or
where water is allowed to drain onto a horizontal surface. (6) Failed sealant joint
between building and ramp.
The 2014 ADA Assessment indicates that the ramp does not comply with TAS
(Assessment is included in the appendix of this report). In summary, the following
items were identified: (1) Provide handrail on both sides of ramp; (2) Width of
ramp is too narrow; (3) Slope of ramp is greater than 8.3% maximum and; (4)
An intermediate landing has not been provided.
Recommendations:
1. Correct non-compliant Building Code issues. Extend existing railing
minimum 1-foot beyond bottom tread; Provide a handrail on both side
of steps; Modify or replace railing/guardrail so that spacing between
balusters does not exceed 4-inches; Re-build steps to provide equal
riser height.
2. Currently the wood decking was found to be in fair condition, with cyclical
maintenance, the decking could last another 5-7 years.
3. Stain/seal wood decking and trim. This should be done every two years.
4. Reattach missing and misaligned trim at perimeter of porch.
5. Repoint failing and deteriorated stone mortar joint.
6. Due to the extent of non-complying ADA and Building Code issues, we
recommend that a new ADA compliant ramp be provided with required
guardrails, railings, and/or handrails on both sides of ramp. The limestone
and concrete footings/structure could potentially be salvaged for reuse.
Note: New 2x wood framing members not exposed to view should be pressure
treated. New wood for exterior architectural woodwork should be a highly decay
resistant species such as Mahogany, Redwood, Cypress, or Spanish cedar.
Additionally, wood should be clear or vertical grain to promote dimensional
stability in order to resist cupping and warping. Back prime wood elements
including cuts and splices to reduce water absorption and increase longevity.
Wood for decking should also be a highly decay resistant species such as Ipe or
Accoya. It should be hard and dimensionally stable to resist cupping and wear.
1
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
V. EXTERIOR WINDOWS
AND LOUVERS
1. Window Assemblies
Description/Construction:
There are three types of wood windows that exist on the building as follows:
(1) Out-swinging, operable, arched head casement windows, approximately
1’-8” wide by 6’-6” tall along the north and south elevations of the Nave with
similar smaller windows at the south elevation of the Chancel. The windows
are divided into three sections by thin wood muntins. The windows are glazed
from the exterior with 1/8-inch thick clear plate glass held in place with glazing
compound. The glass has been decorated with paint in a diamond pattern with
a stenciled cross at the center pane. The paint appears to have been applied
using a sponging technique. The hardware typically consists of two hinges, a
push out casement stay, and a latch and eye hook. The latch and eye hook are
likely not original.
(2) Fixed arched head casement windows with stained glass at the west elevation
of the Nave and the east elevation of the Chancel. Each sash contains one
stained glass panel; The sash is not divided with muntins. Horizontal flat metal
reinforcing bars attached to the interior face of the window provides intermittent
structural support for the window. There appears to be several types of glass,
opalescent glass, colored glass, and painted glass. Clear plastic protective
glazing exists on the exterior of these units, fastened to the window frames with
quarter-round wood molding. The stained glass windows in the Chancel were
donated to the Grace Episcopal Church in 1932 by an English couple who had
been early members of the congregation. The two stained glass windows in the
Nave were donated to the Grace Episcopal Church in the 1980’s by the Logan
family in memory of their parents.
(3) Pivot, diamond shaped casement windows, approximately 2’-3” wide by 3’-
10” wide at the north, west, and south elevations of the Bell Tower. The sash is
divided into four panes by thin wood muntins creating a diamond pattern. The
sash pivots horizontally about the center of the window. The windows are glazed
from the exterior with 1/8-inch thick clear plate glass held in place with glazing
compound. Paint has been applied to the glass using a sponging technique.
The hardware typically consists of sash pivots and a latch and eye hook.
Existing Condition:
The windows were found to be in fair condition. The following conditions were
noted: (1) The condition of the windows could not be fully assessed as the
operable units have been painted and sealed shut; (2) Weathered and damaged
sills; (3) Replacement sills of varying thickness; (4) Water staining on interior
stools resulting from failing and deteriorated glazing compound on exterior and
back-bedding on interior; (5) Painted hardware and; (6) Overpaint on glass.
For stained glass panels, the following conditions were noted: (7) Cracked
glass, typically in a horizontal pattern; (8) Bowed glass at horizontal lead line at
bottom of Chancel windows; (9) Protective glazing with no ventilation and; (10)
Discoloration of protective glazing, particularly at the west elevation.
Recommendations:
Fixed and operable wood casement windows: Provide a comprehensive window
survey of each window indicating general scope of work and work specific to
each unit as required to make operable windows fully functioning and all windows
weather tight. Survey should be performed by a Preservation Architect or window
restoration firm who has experience restoring these types of windows.
Stained glass: Provide a comprehensive survey of each leaded glass panel
indicating options for their repair and recommendations for a ventilated protective
glazing system appropriate for this project. Survey should be performed by a
stained glass conservator who has experience restoring these types of window.
2
Figure 30. Window on South Elevation
Note: Weathered sill
Figure 32. Diamond Window on West Side of
Bell Tower
Note: Overpaint on glass
Figure 33. South Window on West Face
Note: Thin horizontal crack on stained glass
Figure 34. North Window on West Face
Note: Buckling of glass panels
Figure 31. Interior Stool of Window on
South Elevation
Note: Water staining on interior from failing and
deteriorated glazing compound
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
Description/Construction:
There are three arched topped wood louvers on the north, west, and south
elevations of the Bell Tower at the Belfry level. The louvers on the exterior are
divided into two pointed arches with applied trim flush with the perimeter trim.
The 1992 Renovation Drawings note to “Reconstruct tower by rebuilding louvers
in storage and supplementing materials as needed”. Portions of the existing
louvers may be original.
Existing Condition:
The louvers were found to be in poor condition. The following items were noted:
(1) Severe weathering, water infiltration, rotting, split, and cupped elements, and
loose and misaligned louvers; (2) Ripped and missing screen on the interior of
louvers to prevent bird and rodent entry and; (3) Bird nests, guano and animal
droppings on the interior of the Belfry.
Recommendations:
1. Reconstruct new louvers using existing louvers as a model.
2. Provide heavy duty wire cloth on the interior of the louvers to prevent
bird and rodent entry.
3. Clean evidence of bird and rodent infestation on the interior of the Belfry.
Figure 35. Arched Louver on South Side
Note: Severe weathering and misaligned
louvers
Figure 36. Arched Louver on South Side
Note: Rotting and split wood
Figure 37. Interior View of Arched Louver on
South Side
Note: Ripped screen on interior of louver
2. Louver Assembly
1
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
VI. EXTERIOR DOOR
ASSEMBLIES
Description/Construction:
There are three existing entries into the building. The main entry at the west
elevation, the accessible entry at the east elevation, and a fixed door at the north
wall of the Chancel. The paired doors at the west entry are approximately 4’-0”
wide by 6’-6” tall to the top of the pointed arch and 2 ¼-inch thick. The doors
are comprised of three ¾-inch thick layers, bead board laid diagonally on the
outside face and bead board laid vertically on the inside face with a hardwood
edge at the perimeter. Hardware consists of two pair of hinges, ornate plate and
pull with matching key hole, a deadbolt with thumb turn to the interior, a simple
pull on the interior and a foot bolt. The single pointed arched door serving as
the accessible entry is approximately 2’-10” wide by 6’-6” tall and 1 ¾” thick.
It is also comprised of three paneled layers, bead board laid vertically on the
exterior and bead board laid diagonally in a book match pattern on the interior.
Hardware consists of a pull on each side, a deadbolt with a thumb turn to the
interior, a kick down/hold open, and threshold. The side door to the Chancel
has been fixed shut.
Given their condition and detailing, the main entry doors and the accessible
door are likely not original. The door to the Chancel appears original. The 1992
Restoration Drawings indicate that the door to the accessible opening be rebuilt
to provide a 32-inch clear opening. It also notes to close an existing opening on
the opposite side of the Nave. It appears that the original church would have
had four doors, one at the tower, two at the east wall of the Nave, and a fourth
at the north wall of the Chancel.
Existing Conditions:
(1) Paired entry door: Fair condition, the following items were noted: (a) The door
edge has been modified several times to accommodate the tower movement,
the hardwood edge trim is no longer consistent in width; (b) The doors no longer
fit the opening, particularly at the perimeter of the pointed arch.
(2) Single accessible door: Good condition, the following items were noted:
(a) Rubbing at sill
(3) Single fixed door: Poor condition, the following items were noted: (a) The
condition of the door could not be fully assessed as it has been fixed shut; (b)
It appears that a drawer face as been applied to the bottom rail of the door
potentially to repair damage behind and; (c) Water damage was noted to bead
board above bottom rail.
Recommendations:
1. Following repairs to the Tower, new entry doors may need to be
constructed to fit the opening. Salvage historic hardware and supplement
with period hardware to comply with Owner’s function and use.
2. Adjust accessible door for smooth/proper operation.
3. The door to the Chancel could not be fully assessed as it has been fixed
shut. Fully document and survey door assembly as it appears to be the
only remaining historic door. Prep and paint exterior until full restoration
can be undertaken.
Figure 38. Paired Entry Door
Note: Left leaf has shaved head and is missing
part of perimeter trim
Figure 39. Single Accessible Door
Note: Rubbing at Sill
Figure 40. Single Fixed Door
Note: Water damage to bead board above
bottom rail
2
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
VII. BUILDING
SITEWORK
1. Grading & Drainage
Figure 41. Southeast Corner
Note: Water ponding near building
Figure 42. Southeast Corner
Note: Insulated pipe is leaking
Figure 44. Northwest Corner
Note: Proximity to building
Description/Construction:
The church structure is located on the southwest corner of the site
fronting Main and 9th Streets with an access ramp and connecting rear
porch along the east elevation. A restroom structure constructed during
the 1992 Renovation is located directly to the rear of the Church. There
are asphalt parking lots to the north and east of the Church with a drive
through connecting Main and 9th Streets. A crushed stone wall separates
the buildings from the parking lots. There is a brick paved sidewalk along
Main Street and a concrete sidewalk along 9th Street. There are mulch
planting beds with a variety of low-lying plantings and hedges along the
south and east elevations. The grade gently slopes diagonally across the site
approximately 3’-6” from the northwest corner to the southeast corner. Water
is directed off site though curb cuts in the parking lots to a grassy area to the
north and a water quality pond to the east.
Existing Condition:
Grading generally slopes away from the building with the exception of
the southeast corner of the building where slight ponding was noted. A
condensing unit is located in this area with insulated piping extending through
the south wall of the building. The line is leaking and pooling water was
noted adjacent to the line within the crawl space. Water infiltration is also an
issue at the main entry where water filters through the west porch causing
deterioration of wood elements at the base of the tower wall. Plantings in
general were well maintained and noted to be a good distance from the
building.
Recommendations:
1. Modify grade at the southeast corner of the building to properly
slope away from the building.
2. Repair leaking condenser line.
3. Provide solid surface decking at west entry porch sloped to drain to
prevent water infiltration at base of tower.
4. Continue landscape maintenance keeping edge of perimeter
plantings approximately 1 foot from face of building.
1
Figure 43. South Elevation of Tower and Front
Entry Porch
Note: Deterioration of base of tower wall
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
2. Irrigation
Figure 45. North of West Porch
Note: prinkler head directly next to building
Description/Construction:
A yard sprinkler system exist for the planting beds.
Existing Condition:
Sprinkler system was not turned on or tested during this assessment.
Recommendation:
Test sprinkler system to confirm that it is properly working. Inspect each
head, move and or adjust heads as needed to avoid wetting the building.
1
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ELEMENT TYPE PRIORITY ANALYSIS
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Existing Conditions Analysis and Recommendations
VIII. OTHER EXTERIOR
ELEMENTS
1. Fence
2. Bronze Plaques
3
Figure 46. Fence on South Side
Note: Deteriorating and failing paint coating
Figure 47. Gate Door on South Side
Note: Deteriorating paint coating on door
Figure 48. Bronze Plaque
Note: Visible discoloring and minimal corrosion
Description/Construction:
There is a 3 foot high wood picket fence and gate adjacent to the mulch
planting bed along the south elevation of the building. The fence is comprised
of 4x4 wood post with 2x4 horizontal top and bottom rails and pickets nailed
to the face of the rails. The gate is a full size wood door with a pointed arched
opening. The fence and gate are painted.
Existing Condition:
The fence and gate are in good to fair condition. The following conditions
were noted: Failing and deteriorated paint coatings exposing wood substrate.
Recommendations:
Prep wood elements, prime exposed wood, and re-paint.
Description/Construction:
There are three commemorative bronze plaques fastened to a boulder at the
southwest corner of the building.
Existing Condition:
The finish on the plaques are in poor condition with visible discoloring and
minimal corrosion to the metal surface.
Recommendations:
The plaques should be restored by a conservator or preservation specialist.
Restoration will include cleaning, application of a protective coating and
waxing. Regular maintenance is required for any exposed outdoor metal
elements.
3
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Annotated Elevations -
Recommendations
Page 89 of 183
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Annotated Elevations - Recommendations - West Elevation
Replace deteriorated wall framing
and wood shims at base of bell
tower
Restore windows; replace/repair
deteriorated elements; Remove
and reinstall glass, replace glazing
compound and perimeter sealant,
typ.
Repair/restore louvers; Provide
hard cloth mesh to prevent animal
access; Clean bell tower to remove
animal droppings/guano
Replace sheet metal roofing at top
of bell tower
Repair/restore finials and
crenellations
Prune bushes and trees so they are
not in contact with the structure
and to allow room for maintenance
Remove and replace wood siding
and trim 100%, repair or replace
deteriorated wood framing
Following structural repairs to
tower, restore/reset main door for
proper operation; Clean and re-oil
hardware
Clean light fixture, typ.
Clean biological growth from
masonry and repoint
Replace entry porch and steps to
comply with Building Code and
TAS
NOTE:
Following repairs, prep and
repaint architectural woodwork
100% including doors and
windows.
Restore stained glass; Monitor
for cracks; Restore wood framing
around windows
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Annotated Elevations - Recommendations - South Elevation
Restore
bronze
plaques
NOTE:
Following repairs, prep and
repaint architectural woodwork
100% including doors and
windows.
Replace
deteriorated
wall framing
and wood
shims at
base of bell
tower
Restore windows;
replace/repair
deteriorated
elements; Remove
and reinstall glass,
replace glazing
compound and
perimeter sealant,
typ.
Repair/restore
louvers; Provide
hard cloth mesh
to prevent animal
access; Clean
bell tower to
remove animal
droppings/guano
Replace
sheet metal
roofing at
top of bell
tower
Repair/
restore
finials and
crenellations
Prune bushes and
trees so they are
not in contact with
the structure and
to allow room for
maintenance
Remove and
replace wood
siding and trim
100%, repair
or replace
deteriorated
wood framing
Replace
entry porch
and steps
to comply
with Building
Code and
TAS
Provide
decorative
ridge cap if
interpreted
as historically
appropriate
Re-grade at
southeast corner of
building to prevent
pooling water
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Annotated Elevations - Recommendations - East Elevation
Visible water damage to wood from
leaking downspout
Replace water table 100% with
durable wood species
Clean foundation vents and repair/
replace, typ.
NOTE:
Following repairs, prep and
repaint architectural woodwork
100% including doors and
windows.
Restore windows; Replace/repair
deteriorated elements; Remove
and reinstall glass, replace glazing
compound and perimeter sealant,
typ.
Remove and replace wood siding
and trim 100%, repair or replace
deteriorated wood framing
Prune bushes and tress so they are
not in contact with the structure
and to allow room for maintenance
Restore/reset sanctuary door for
proper operation; Clean and re-oil
hardware
Clean light fixture, typ.
Clean biological growth from
masonry and repoint
Replace northeast porch and ramp
to comply with Building Code and
TAS
Restore stained glass; Monitor
for cracks; Restore wood framing
around windows
Inspect downspouts and gutters
for leaks. Reset concrete splash
blocks.
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Annotated Elevations - Recommendations - North Elevation
NOTE:
Following repairs, prep and
repaint architectural woodwork
100% including doors and
windows.
Prune bushes and
trees so they are
not in contact with
the structure and
to allow room for
maintenance
Remove and
replace wood
siding and trim
100%, repair
or replace
deteriorated
wood framing
Replace
deteriorated
wall framing
and wood
shims at
base of bell
tower
Restore windows;
replace/repair
deteriorated
elements; Remove
and reinstall glass,
replace glazing
compound and
perimeter sealant,
typ.
Repair/restore
louvers; Provide
hard cloth mesh
to prevent animal
access; Clean
bell tower to
remove animal
droppings/guano
Replace
sheet metal
roofing at
top of bell
tower
Repair/
restore
finials and
crenellations
Replace entry
porch and steps
to comply with
Building Code
and TAS
Provide
decorative
ridge cap if
interpreted
as historically
appropriate
Clean light
fixture,
typ.
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Structural Analysis
Page 94 of 183
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Grace Heritage Center
Georgetown, Texas
Initial Structural Evaluation
S. Patrick Sparks, PE
Sparks Engineering, Inc.
Prepared for
Stanley O. Graves
Architexas
Austin
Written July 31, 2015
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Grace Heritage Center 07/31/2015
Initial Structural Evaluation
1
Grace Heritage Center
Initial Structural Evaluation
Sparks Engineering, Inc. (SEI) has completed an initial structural evaluation of the Grace Heritage Center
in Georgetown, Texas. The purpose of our consulting services was to provide general recommendations
regarding structural condition and stability of the building. This report presents our observations,
findings, and recommendations.
Summary
SEI’s Patrick Sparks, P.E. visited the site on June 23th, 2015 to assess the condition of the Grace Heritage
Center, a late-nineteenth century wood-framed church building. The primary structural problem with the
building is the settlement and outward leaning of the bell tower, which we determined to be a result of
localized deterioration in the lower wall framing and the foundation shims. The other observable distress
is the visible deformation of the roof trusses. However, the 1992 retrofit appears to have halted further
movement. We recommend removal of the exterior siding on the bell tower in order to make repairs to
the wood framing. The deteriorated plywood shims can be replaced as needed from the crawlspace.
Available documents
The following documents were provided for our review:
1.Renovation of the Old Grace Church, by Voelter Associates, dated 11/23/1992, Sheets A1-A8
Site, Soil and Foundations
The Williamson County Soil Survey 1 indicates that the site soil is the Denton Silty Clay. The soil has a
moderate potential to shrink and swell with changes in moisture content (plasticity index of 30%).
However, these soils are typically shallow with lithic bedrock at three to seven feet below ground level,
so the expected soil movement should be minor.
1 U.S. Dept. of Agriculture, Natural Resources Conservation Service, http://websoilsurvey.sc.egov.usda.gov, accessed on
07/28/15.
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Grace Heritage Center 07/31/2015
Initial Structural Evaluation
2
The foundation appears to consist of continuous reinforced concrete footings along the perimeter and
isolated footings on the interior. The foundation system seems to be appropriate for the site. We
observed the levelness of the building using a laser level and found no significant movement, except at
the bell tower.
Bell Tower
The bell tower is wood-framed with bevel clapboard siding on the exterior, and solid lumber sheathing on
the interior of the lower levels. The upper level has been reinforced with plywood panels in the corners.
Figure 1. Signs of movement in the Bell Tower: Left, the red laser plummet shows that the tower leans
noticeably to the west (yellow line). At right, interior lumber sheathing boards on the lower south wall of the
tower are cupped and buckled, indicating excessive moisture in the wall and the possibility of crushing of the
framing due to decay.
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Grace Heritage Center 07/31/2015
Initial Structural Evaluation
3
Figure 2. The Bell Tower is visibly leaning away from the sanctuary, as indicated by the yellow line and
arrow, where the red line is vertical (ref. also to Figure 1). Arrows point in direction of movement.
Yellow zones highlight areas of decay: plywood shims at the foundation piers, and likely decay in the
sill-plate or studs at the bottom of the tower.
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Grace Heritage Center 07/31/2015
Initial Structural Evaluation
4
Nave
The wood-framed nave is rectangular in plan and has a steeply-sloped roof supported by widely spaced
scissor trusses, with tied rafters in between.
The walls of the nave are leaning outward about 3- or 4-inches at the top. Such outward leaning of the
walls is typical of this type of construction, due to the lateral thrust of the roof and associated deflection
of the roof trusses. There were two prior interventions to address the problem of outward wall leaning
and roof deflection. The first one introduced a tie-rod in each truss about 18-inches above the top of wall.
In a later renovation, another rod was added lower down, just at the top of the wall, and the truss
members themselves were strengthened (1992). During our site investigation, we found that the lower
tie rods are properly anchored to the trusses and to the wood columns. Based on our observations and
preliminary structural analysis, we found that the latest intervention appears to be effective and no
further outward movement should occur.
Figure 3. The nave walls are deflected outward by about 4-inches on each side, as
indicated by the orange lines and arrows, but this past movement appears to have been
arrested by the most recent (second) tie-rod intervention (blue line).
First tie-rod intervention
Second tie-rod intervention
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Initial Structural Evaluation
5
We also analyzed the floor capacity and found that it was suitable for assembly space with fixed seating.
Recommendations
With the exception of the bell tower, the church building appears to be structurally sound. The
following repairs are recommended:
1. Remove the exterior siding on the bell tower and repair all deteriorated wood framing using
conventional methods.
2. Replace the deteriorated foundation shims with preservative-treated lumber.
3. Provide vertical straps (e.g. Simpson ST18) to tie the tower studs together across each floor
level.
4. Double face-nail both the interior lumber sheathing and the bevel siding using stainless steel
8d sinkers into the studs.
Limitations
This initial structural evaluation was based on visual field observations of readily accessible areas and limited
structural calculations using available information. The recommendations are based on the observed
conditions at the subject property at the time of our on-site survey. Other conditions may exist, or develop
over time, which were not found during the assessment.
Our recommendations are for planning purposes only and do not represent an engineering design or
specification. Additional investigation may be required as part of a comprehensive program or design.
END OF REPORT
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Summary of Preservation
Recommendations
According to Priority
Summary of Preservation Recommendations According to Priority
Level 1
1. Repair/replace flat seam metal roofing and integral flashing elements at Bell
Tower Roof
2. Repair and or replace deteriorated wood elements at Bell Tower roof including
finials and crenellations
3. Paint exterior architectural woodwork 100% following indicated repairs/
replacement
4. Provide access hatch at Bell Tower roof for future inspection and maintenance
5. Replace exterior architectural woodwork 100% at exterior walls
6. Repair/replace deteriorated framing members following removal of wood
siding
7. Flood gutters, downspouts, and subsurface drainage pipes to ensure that
they are properly functioning
8. Move splash block to properly direct water away from the building
9. Repaint gutters and downspouts
10. Provide new Building Code compliant entry porch and steps (Includes
railings)
11. Provide new ADA and Building Code compliant ramp, rear porch, and steps
(Includes railings)
12. Reconstruct wood louvers at Bell Tower including wire cloth for pest control
13. Clean evidence of bird and rodent infestation on interior of Belfry
14. Modify grade at southeast corner of building to properly slope away from
building
15. Repair leaking condenser line
16. Test sprinkler system and adjust heads as needed
Level 2
1. Remove deteriorated and damaged cement parging at piers and replace to
match existing
2. Selectively repoint failing and deteriorated mortar joints at stone masonry
walls
3. Clean biological growth on masonry walls
4. Repair bent and damaged foundation vents, verify that they are properly
working
5. Restore existing fixed and operable wood casement window
6. Survey and provide options for repairing stained glass windows and replacing
protective glazing
7. Reconstruct paired wood doors at west entry
8. Adjust accessible door for smooth/proper operation
9. Document and survey historic door at north wall of Chancel, fully restore
Level 3
1. Replace asphalt roofing with wood shingle roofing (Assume 2-5 years)
2. Provide period appropriate cresting at ridge of Nave and Chancel roofs
3. Prep and paint perimeter fence and gate
4. Restore bronze plaques
Level 1 - Critical:
Advanced deterioration is involved and
immediate repair or replacement is needed
to prevent the failure of the element
within the next 2 years. There may be a
threat to health or safety. Level I priority
should be accomplished immediately.
Level 2 - Serious:
Deterioration may result in the failure
of the element within 2 to 5 years if not
corrected, and a threat to health or safety
may result if not corrected. Deterioration
of adjacent or related elements may occur
as a result of this deterioration. Level 2
should be repaired or restored within this
period or included in a comprehensive
restoration of the building.
Level 3 - Minor:
Deficiency or deterioration exists which
requires minor or routine repair or
preventative maintenance, and the
life expectancy of the element may be
reduced if not corrected. This condition
will affect the element in the long term,
beyond 5 years. Level 3 priority should be
included in a comprehensive restoration
of the building.
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One of the most important aspects which must be implemented in developing a
preservation plan on historic buildings is a comprehensive maintenance program.
This program must be developed and rigorously maintained to ensure long
term preservation of a landmark building. No matter how comprehensive the
preservation plan is, or how successful the restoration efforts are, the building
components will continue to suffer irreparable damage if not maintained properly.
Neglect of proper maintenance will result in eventual deterioration of original
building elements and structural integrity which may ultimately endanger the
building and its inhabitants.
The following maintenance issues should be addressed as applicable:
1. Gutters and Downspouts
Inspect gutters, downspouts and subsurface lines for clogs, missing leaf
strainers, leaking joints, rusting, or other deterioration. Re-secure loose gutter
and downspouts connections.
2. Grading
Inspect grading around perimeter of buildings for ponding water.
3. Landscaping
Inspect trees and shrubs around perimeter of buildings; trim back to prevent their
rubbing on exterior surfaces, with allowances for wind deflection.
4. General Maintenance
Survey Georgetown Heritage Society staff and other community members who
have frequent access to the building for indications of building maintenance
problems such as water infiltration, inadequate services, or infrastructure
problems. Rooms which are not occupied or that are not used irregularly should
be inspected for deterioration.
1. Roof
Have a qualified roofing consultant inspect all roofs for existing and potential
problems and furnish a written report of findings. Have a qualified, reputable
contractor make repairs recommended by the roofing consultant.
2. Sealants
Inspect exterior sealants, for damage and deterioration, particularly loss of
resiliency, splitting, and de-bonding from sides of joints.
3. Wood Surfaces
Inspect painted wood surfaces for deterioration, loose or peeling paint, open
joints, and other damage. Repair as necessary.
4. Metal Surfaces
Inspect metal surfaces for movement or damage at joints, rust, or failing paint
coating, which may allow water infiltration. Repair as necessary.
5. Windows
Inspect windows for loose, missing and deteriorated glazing putty and broken
glass; weatherstripping, and hardware repair as necessary. Inspect stained glass
for new cracks.
6. Wood Destroying Insects
Have wood elements inspected for termites and other wood destroying insects
by a certified exterminator.
7. Birds and Other Vermin
Inspect bell tower, roof, roof trim, and foundation for signs for bird or vermin
nests or infestation. Eliminate, as necessary.
Building Maintenance
and Inspection Program
Recommendations
Semi-Annually
Yearly
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Yearly (cont’d)8. Stone
Inspect stone for signs of severe weathering, delamination, or cracking which
will result in water infiltration and potential failure of the stone.
9. Mortar Joints
Inspect mortar joints for signs of severe weathering, cracking, and loss of
mortar in the joints. These deficiencies will result in water infiltration and will
exponentially cause more damage if not corrected in a timely manner. Damage
to the mortar joints may be the result of an underlying structural problem and
should be monitored closely. Have a qualified design professional review the
damage and provide recommendations.
10. Doors
Inspect for proper operation of doors, hardware, and weatherstripping.
11. Bell Tower
Inspect interior of Bell Tower for any visible water damage.
12. Interior Truss Structure
Monitor any cracks or visible strains on the interior trusses. This could be an
indication that the structure or foundation is shifting.
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41
IV
BUDGET ESTIMATE
Estimate of Probable Cost
Phasing Strategy
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Estimate of Probable
Cost
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Estimate of Probable Cost
The Grace Heritage Center, Georgetown, Texas
No. Item Quantity Unit Unit Cost Subtotal Cost/Sect
01000 GENERAL REQUIREMENTS (Assume 17% total construction cost)35,414$35,414
A) Project Management
B) Field Personnel/ Supervision
C) Construction Documents / Printing
D) Quality Control
E) Temporary Utilites
F) Construction Facilities
G) Bond & Insurance
H) Temporary Construction
1) Scaffolding
2) Project sign
3) Sidewalk bridge, barrier fencing (Staging area, protection, etc…)
I) Materials Testing
01000 HAZARDOUS MATERIALS ABATEMENT 1,500
Clean Belfry 1 L.S. 1,500.00 1,500$
02000 SITE WORK 1,450
A) Modify grade at southeast corner of building to properly drain & move
splash blocks 1 L.S. 800.00 800$
B) Test sprinkler system and adjust heads as needed 1 L.S. 650.00 650$
03000 CONCRETE 6,000
A) Modify concrete structure for entry porch Allow L.S. 2,500.00 2,500$
B) Modify exist. Concrete structure for ramp & rear porch Allow L.S. 3,500.00 3,500$
04000 MASONRY 9,120
A) Selectively repoint stone masonry joints 1 L.S. 1,920.00 1,920$
B) Clean biological growth/soiling on stone masonry walls 1 L.S. 1,200.00 1,200$
C) Stone masonry at entry porch Allow L.S. 2,500.00 2,500$
D) Stone masonry at ramp and east porch Allow L.S. 3,500.00 3,500$
05000 METALS 19,650
A) Ornamental metal guardrail/railings
1. Front entry porch & steps 28 L.F. 150.00 4,200$
2. Ramp, rear porch, & steps 103 L.F. 150.00 15,450$
06000 CARPENTRY 62,475
A) Rough carpentry
1. Front entry porch 1 L.S. 2,400.00 2,400$
2. Rear porch & steps 1 L.S. 2,400.00 2,400$
3. Repair/replace deteriorated framing members following removal of
siding Allow L.S. 10,000.00 10,000$
B) Replace exterior architectural woodwork 100%
1. Siding 2500 S.F. 11.50 28,750$
2. Flat trim 300 S.F. 18.50 5,550$
3. Ornamental finials & crenellations at Bell Tower 1 L.S. 5,500.00 5,500$
4. New decking & wood trim at main entry porch 83 S.F. 25.00 2,075$
5. New decking & wood trim at ramp and rear porch 232 S.F. 25.00 5,800$
07000 THERMAL & MOISTURE PROTECTION 37,710
A) Replace flat seam metal roofing system at Bell Tower, includes demo,
waterproofing memb., integral flashing, 100 S.F. 65.00 6,500$
B) Ornamental sheet metal cresting at ridge of Nave & Chancel roof 52 L.F. 80.00 4,160$
C) Replace asphalt roofing with wood shingle roofing at Nave & Chancel
Roofs 2200 SQ 12.00 26,400$
D) Flood gutters, downspouts, & subsurface drainage pipes 1 L.S. 650.00 650$
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Page 2 9/9/2015
Estimate of Probable Cost
The Grace Heritage Center, Georgetown, Texas
No. Item Quantity Unit Unit Cost Subtotal Cost/Sect
08000 DOOR & WINDOWS 40,100
A) Doors
1. Reconstruct main entry doors 2 EA 2,200.00 4,400$
2. Adjust accessible door for smooth/proper operation 1 EA 500.00 500$
3. Door at north wall of Chancel
a. Survey door 1 LS. 500.00 500$
b. Restore door 1 L.S. 1,800.00 1,800$
B) Windows
1. Restore fixed and operable wood casement windows 10 EA 2,200.00 22,000$
2. Survey & provide options for repairing stained glass windows &
replacing protective glazing 1 L.S. 2,500.00 2,500$
C) Reconstruct wood louvers 3 EA 2,200.00 6,600$
D) Restore/suppliment door hardware Allow L.S. 1,800.00 1,800$
09000 FINISHES 26,861
A) Paint exterior architectural woodwork 100% 2800 S.F. 3.75 10,500$
B) Paint door assemblies 3 EA 400.00 1,200$
C) Paint window assemblies 15 EA 400.00 6,000$
D) Paint louver assemblies 3 EA 500.00 1,500$
E) Paint perimeter fence & gate 1 LS 1,920.00 1,920$
F) Paint gutters & downspouts 1 LS 1,440.00 1,440$
G) Seal porch & ramp decking 315 S.F. 3.75 1,181$
H) Restore bronze plaques 1 EA 1,200.00 1,200$
I) Replace deteriorated/damaged cement parging at foundation piers 1 L.S. 1,920.00 1,920$
10000 SPECIALITIES 1,700
A) Access hatch at Bell Tower Roof 1 Ea. 1,200.00 1,200$
B) Repair bent/damaged foundation grilles 1 L.S. 500.00 500$
11000 EQUIPMENT
Not Used
12000 FURNISHINGS
Not Used
13000 SPECIAL CONSTRUCTION
None
14000 CONVEYING SYSTEMS
Not Used
15000 MECHANICAL 500
A. Repair leaking condenser line 1 L.S. 500.00 500$
16000 ELECTRICAL 1,250
A) Replace exterior light fixtures 5 EA 250.00 1,250$
SUBTOTAL 243,730$ 243,730$
10% GC OVERHEAD & PROFIT 24,373$
TOTAL CONSTRUCTION (INCLUDES O & P)268,103$
10% CHANGE ORDER CONTINGENCY 26,810$
ESTIMATED FINAL CONSTRUCTION COST 294,914$
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45
Phasing Strategy Recommended Phases
Initial Work
1. Clean Belfry and wire mesh at interior of louvers
2. Flood gutters, downspouts, and subsurface drainage pipes, report findings
3. Move splash blocks to properly direct water away from building
4. Modify grade at southeast corner of building to properly slope
5. Repair leaking condenser line
6. Test yard sprinkler system and adjust heads as needed
7. Survey and provide options for repairing stained glass windows and replacing
protective glazing. Scope will be determined following receipt of report and
included in one of the following Phases. (Note: Report should include a
budget estimate for the various options)
BUDGET ESTIMATE: $9,344
Phase 1: Immediate Restoration Required for Stabilization
1. Restore Bell Tower
a. Remove siding and trim 100% to expose framing
b. Repair/replace deteriorated framing/shims & provide vertical straps at
each floor level
c. Replace siding and trim 100%
d. Reconstruct wood louver assemblies (3)
e. Restore wood windows assemblies (3)
f. Reconstruct paired entry door assembly
g. Replace flat seam metal roofing
h. Provide access hatch
i. Restore finials and crenellations
j. Clean Belfry and pest proof
k. Paint exterior architectural woodwork 100% including louvers and
windows
Subtotal: $83,168
2. Provide New Entry Porch
a. Modify existing foundation for new porch
b. Provide wood frame deck level with finished floor
c. Provide code compliant steps, guardrails, and handrails.
Subtotal: $19,404
3. Provide New Ramp & Rear Porch
a. Modify existing foundation for new porch
b. Provide wood frame deck level with finished floor
c. Provide code compliant steps, guardrails, and handrails.
Subtotal: $44,625
BUDGET ESTIMATE: $147,197
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46
Phasing Strategy, cont’d Phase 2: Restoration Recommended to Prevent Further Deterioration
1. Restore Nave and Chancel
a. Replace siding and trim 100%
b. Repair/replace deteriorated framing
c. Restore wood window assemblies (14), does not include work to stained
glass panels
d. Restore wood door assemblies
e. Paint exterior architectural woodwork 100%
f. Paint perimeter fence and gate
g. Paint gutters and downspouts
h. Restore cement parging at foundation piers
i. Selectively re-point stone masonry wall at crawlspace
j. Clean stone masonry foundation wall
k. Repair bent and damaged crawlspace vents
BUDGET ESTIMATE: $94,502
Phase 3
1. Replace existing roofing over Nave and Chancel with wood shingle roofing
2. Provide period appropriate cresting at ridge
3. Restore bronze plaques
BUDGET ESTIMATE: $43,871
TOTAL ALL PHASES: $294,914
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V
FUNDING RECOMMENDATIONS
Potential Grants, Tax Credits & Other Available
Funding Sources
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Potential Grants, Tax
Credits & Other Available
Funding Sources
For eligible historic structures and heritage education projects, there are a
variety of funding sources available. It is recommended to explore grants, tax
credits and fundraising as potential opportunities.
On a state level, the Texas Preservation Trust Fund (TPTF) grant program
is awarded through the Texas Historical Commission (THC) annually. These
one-to-one match grants are paid as a reimbursement of eligible expenses
incurred during the project. On a federal level, the National Trust for Historic
Preservation reviews grant applications three times per year for smaller grants
ranging from $2,500 to $5,000 through the National Trust Preservation Funds
(NTPF). Over 196 projects were awarded NTPF grants in 2014.
The Texas Historic Preservation Tax Credit Program is available for buildings
listed on the National Register of Historic Places and the Federal Historic
Preservation Tax Incentive Program is available for the rehabilitation of historic
buildings. Grace Heritage Center current has no designations; should it be
listed as part of the Georgetown Historic District, it could be eligible for the tax
credit programs.
Local preservation groups and historical societies, such as the Georgetown
Heritage Society, can be excellent resources for gaining visible and aiding in
fundraising efforts for projects.
Texas Historical Commission http://www.thc.state.tx.us
Tax Credit Program http://www.thc.state.tx.us/
preserve/projects-and-programs/
preservation-tax-incentives/
texas-historic-preservation-tax-
credit
Texas Preservation Trust Fund http://www.thc.state.tx.us/
preserve/projects-and-programs/
texas-preservation-trust-fund
National Trust Preservation Funds http://www.preservationnation.
org/resources/find-funding/
preservation-funds-guidelines-
eligibility.html
Fundsnet Directory http://www.fundsnetservices.
com/
Texas Grants http://texas.grantwatch.com/
Partners for Sacred Places http://www.sacredplaces.org
Texas Office
6040 Camp Bowie Blvd., Suite 62
Fort Worth, TX 76116
866/315-4840
Resources
t1BSUOFSTGPS4BDSFE1MBDFTJTUIFPOMZOBUJPOBMBEWPDBUFGPSUIFTPVOETUFXBSETIJQBOE
active community use of America’s older religious properties.
t5IFPSHBOJ[BUJPOXBTGPVOEFEJOCZBOBUJPOBMUBTLGPSDFPGSFMJHJPVT
IJTUPSJD
preservation, and philanthropic leaders. Since then, Partners has served several thousand
congregations and other local organizations and represents the needs and concerns of over
100,000 older, community-serving sacred places across America.
t0GGFSTNBUDIJOHHSBOUTGPSUFDIOJDBMBTTJTUBODFBOETFFEHSBOUTGPSSFQBJSTBOEDBQJUBM
projects.
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VI
APPENDIX
Relevant Historic Documents
ADA Assessment
Cresting Patterns
Additional Funding Resources
Glossary of Terms
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Relevant Historic
Documents
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The Grace Heritage Center is required to comply with the Texas Accessibility
Standards (TAS), which is based upon the Americans with the Disabilities Act
Accessibility Guidelines (ADAAG), and with the 2009 International Building Code.
In 2014, a Sidewalk Master Plan and Public Facility Access Audit was completed
by Altura Solutions, L. P. for the City of Georgetown. This study, as accessed
from the City of Georgetown website, follows for reference.
Future Renovation, Modifications, or Alterations:
Under TAS, if alterations are made to an existing facility, any alterations or new
construction must fully comply. Projects with construction costs less than
$50,000 are not required to be reviewed by TDLR, however, compliance with
TAS is still required.
TAS 4.1.6(1)(a) No alteration shall be undertaken which decreases or has the
effect of decreasing accessibility or usability of a building or facility below the
requirements for new construction at the time of alteration.
Historic Significance
TAS makes provisions for historic preservation projects in Section 4.1.7:
(1) Applicability:
(a) General Rule. Alterations to a qualified historic building or facility shall
comply with 4.1.6 Accessible Buildings: Alterations, the applicable
technical specifications of 4.2 through 4.35 and the applicable special
application sections 5 through 10 unless it is determined in accordance
with the procedures in 4.1.7(2) that compliance with the requirements
for accessible routes (exterior and interior), ramps, entrances, or toilets
would threaten or destroy the historic significance of the building or
facility in which case the minimum requirements in 4.1.7(3) may be used
for the feature.
(b) Definition. A qualified historic building or facility is a building or facility
that is:
(i) Listed in or eligible for listing in the National Register of Historic
Places; or
(ii) Designated as a Recorded Texas Historic Landmark or State
Archeological Landmark.
As indicated in the TAS requirements, there is some latitude afforded to
compliance with these standards due to the age and historic significance of
this structure. Alterations to historic properties must comply to these standards
to the maximum extent feasible. Under those provisions, alterations should be
done in full compliance with alteration standards for other types of buildings.
However, if following the usual standards would threaten or destroy the historic
significance of a feature of the building, alternative standards may be utilized
which meets the intent of the code. The decision to use alternative standards
must be made in consultation with the appropriate advisory board designated in
ADAAG. While accessibility components are grouped according to priority, ADA
compliance in general should be considered a top priority. An Application for
Variance documenting historical significance would be the procedure to provide
a request for use of the minimum requirements as called out in TAS 4.1.7(3).
ADA Assessment
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Additional Funding
Resources
Page 133 of 183
FUNDING AND ASSISTANCE FOR PRESERVATION PROJECTS
This list of potential funding and assistance sources for historic preservation projects is compiled and
maintained by the Texas Historical Commission Division of Architecture and was last updated in January 2015.
Please contact us at architecture@thc.state.tx.us or 512/463-6094 to obtain an updated list or with feedback.
This list provides only brief summaries of potential funding sources, and information including eligibility
requirements and application deadlines is subject to change without notice. Please contact possible grantors
directly for more information on their programs.
Preservation Funding for Homeowners 1
Preservation Funding for Businesses 3
Preservation Funding for Government Agencies 5
Preservation Funding for Nonprofit Organizations 14
Preservation Funding for Religious Organizations 18
Preservation Funding for Rural Communities 18
Regional Preservation Funding 19
Preservation Funding for Homeowners
United States Department of Agriculture
Rural Development
State Office
101 S. Main Street
Temple, TX 76501
254/742-9700
offices.sc.egov.usda.gov/locator/app?state=us&agency=rd
Direct Housing Loans
www.rurdev.usda.gov/had-direct_housing_loans.html
x Section 502 loans are primarily used to help low-income individuals or households purchase homes in
rural areas. Funds can be used to build, repair, renovate or relocate a home, or to purchase and
prepare sites, including providing water and sewage facilities.
x Applicants for direct loans from Housing and Community Facilities Programs must have very low or low
incomes. Families must be without adequate housing, but be able to afford the mortgage payments.
Applicants must be unable to obtain credit elsewhere, yet have reasonable credit histories.
x Loans are for up to 33 years, or 38 years for those with incomes below 60% of area median income
and who cannot afford 33-year terms.
Farm Labor Housing Loans and Grants
www.rurdev.usda.gov/had-farm_labor_grants.html
x The Farm Labor Housing Loan and Grant program provides capital financing for the development of
housing for domestic farm laborers.
Page 134 of 183
Funding and Assistance for Preservation Projects 2
x Loans and grants are provided to buy, build, improve, or repair housing for farm laborers, including
persons whose income in earned in aquaculture (fish and oyster farms) and those engaged in on-farm
processing. Funds can be used to purchase a site or a leasehold interest in a site; to construct housing,
day care facilities, or community rooms; to pay fees to purchase durable household furnishings; and to
pay construction loan interest.
x Loans are made to farmers, associations of farmers, family farm corporations, Native American tribes,
nonprofit organizations, public agencies, and associations of farmworkers. Grants are made to
farmworker associations, nonprofit organizations, Native American tribes, and public agencies.
x Loans are for 33 years at 1% interest. Grants may cover up to 90% of development costs. The balance
may be a Farm Labor Housing Program loan.
Housing Preservation Grants
www.rurdev.usda.gov/had-hpg_grants.html
x The Housing Preservation Grant program provides grants to sponsoring organizations for the repair or
rehabilitation of low- and very low-income housing in towns up to 20,000 in population.
x Those assisted must own very low- or low-income housing, either as homeowners, landlords, or
members of a cooperative. Eligible sponsors include state agencies, units of local government, Native
American tribes, and nonprofit organizations. Funds received by the sponsors are combined with other
programs or funds and used as loans, grants, or subsidies for recipient households.
x Funds must be used within a two-year period.
Rural Repair and Rehabilitation Loans and Grants
www.rurdev.usda.gov/had-rr_loans_grants.html
x The Very Low-Income Housing Repair program provides loans and grants to very low-income
homeowners to repair, improve, or modernize their dwellings or to remove health and safety hazards.
x To obtain a loan, homeowner-occupants must be unable to obtain affordable credit elsewhere and must
have very low incomes. They must need to make repairs and improvements to make the dwelling more
safe and sanitary or to remove health and safety hazards. Grants are only available to homeowners
who are 62 years old or older and cannot repay a loan.
x Loans of up to $20,000 and grants of up to $7,500 are available. Loans are for up to 20 years at 1%
interest. Loans and grants can be combined for up to $27,500 in assistance.
United States Department of Housing and Urban Development
Fort Worth Regional Office
801 Cherry Street, Unit #45, Suite 2500
Fort Worth, TX 76102
817/978-5965
portal.hud.gov/hudportal/HUD
203(k) Program
portal.hud.gov/hudportal/HUD?src=/program_offices/housing/sfh/203k
x Section 203(k) program is HUD’s primary program for the rehabilitation and repair of single family
properties, and is a tool for community and neighborhood revitalization and for expanding
homeownership opportunities.
x Flexible loan program helps developers, investors and families at all income levels buy and restore
properties in urban and rural historic districts. The program operates through FHA approved lending
institutions, and the loans are insured by FHA. The 203(k) Rehabilitation Mortgage Insurance Program
helps preservationists deal with problems such as appraisal barriers, the high cost of second
mortgages, and prohibitive down payment and closing costs.
x Unlike most mortgage programs, the 203(k) is available to potential homeowners before work to the
home is complete. To provide funds for the rehabilitation, the mortgage amount is based on the
projected value of the property with the work completed, taking into account the cost of the work.
Page 135 of 183
Funding and Assistance for Preservation Projects 3
Community Development Block Grants
portal.hud.gov/hudportal/HUD?src=/program_offices/comm_planning/communitydevelopment/programs
portal.hud.gov/hudportal/HUD?src=/states/texas
x The Community Development Block Grant (CDBG) program is a flexible program that provides
communities with resources to address a wide range of unique community development needs. Funds
are primarily used to develop viable communities by providing decent housing, a suitable living
environment, and opportunities to expand economic opportunities, principally for low- and moderate-
income persons.
x Program areas include grants to entitlement communities, which include cities with populations of at
least 50,000 and urban counties with populations of at least 200,000; disaster recovery assistance; the
Neighborhood Stabilization Program, which offers grants to communities hardest hit by foreclosures
and delinquencies to purchase, rehabilitate, or redevelop homes and stabilize neighborhoods;
improving living conditions for colonias residents; and Brownfields Economic Development Initiative.
Non-entitlement communities may apply through the Texas Department of Agriculture (see
Preservation Funding for Government Agencies below).
x The CDBG program provides annual grants on a formula basis to 1,209 general units of local
government and States.
x Homeowners, businesses, and nonprofits seeking CDBG funds should contact their local government.
Preservation Funding for Businesses
National Park Service
Technical Preservation Services
1849 C Street, NW (org 2255)
Washington, DC 20240
202/513-7270
www.nps.gov
Historic Preservation Tax Incentives: 10% Tax Credit
www.nps.gov/tps/tax-incentives.htm
x 10% federal income tax credit available for non-residential, income-producing buildings that are NOT
listed in the National Register of Historic Places and not National Historic Landmarks.
x Buildings must have been constructed prior to 1936.
Historic Preservation Tax Incentives: 20% Tax Credit
www.nps.gov/tps/tax-incentives.htm
www.thc.state.tx.us/preserve/projects-and-programs/preservation-tax-incentives
x 20% federal income tax credit available for income-producing buildings listed in the National Register of
Historic Places (NRHP) or National Historic Landmarks, buildings that contribute to NRHP districts and
certain local historic districts, or buildings that are eligible for listing in the NRHP.
x Rehabilitation expenditures must exceed the value of the building itself (not including the land) prior to
the beginning of the project. Most rehabilitation costs are eligible for the credit, such as structural work,
building repairs, electrical, plumbing, heating and air conditioning, roof work and painting. Some costs
are NOT eligible for the credit, such as acquisition, new additions, furniture and landscaping.
x The project work must meet the Secretary of the Interior's Standards for Rehabilitation.
x The Texas Historical Commission (THC) administers the federal tax credit program, in conjunction with
the National Park Service and IRS. The THC encourages early consultation. Contact the Division of
Architecture at 512/463-6094.
x Applications can be submitted at any time.
Page 136 of 183
Funding and Assistance for Preservation Projects 4
Texas Historical Commission
P.O. Box 12276
Austin, TX 78711-2276
512/463-6100
www.thc.state.tx.us
Texas Historic Preservation Tax Credit Program
www.thc.state.tx.us/preserve/projects-and-programs/preservation-tax-incentives
x 25% state franchise tax credit available for income-producing buildings listed in the National Register of
Historic Places (NRHP) or National Historic Landmarks, buildings that contribute to NRHP districts and
certain local historic districts, or buildings designated as Recorded Texas Historic Landmarks or State
Antiquities Landmarks.
x Rehabilitation expenditures must exceed $5,000. Most rehabilitation costs are eligible for the credit,
such as structural work, building repairs, electrical, plumbing, heating and air conditioning, roof work
and painting. Some costs are NOT eligible for the credit, such as acquisition, new additions, furniture
and landscaping.
x The project work must meet the Secretary of the Interior's Standards for Rehabilitation.
x The Texas Historical Commission (THC) administers the state tax credit program, in conjunction with
the Texas Comptroller of Public Accounts. The THC encourages early consultation. Contact the
Division of Architecture at 512/463-6094.
x Applications can be submitted at any time beginning in January 2015.
United States Department of Agriculture
Rural Development
State Office
101 S. Main Street
Temple, TX 76501
254/742-9700
offices.sc.egov.usda.gov/locator/app?state=us&agency=rd
Rural Business Enterprise Grants (RBEG)
www.rurdev.usda.gov/bcp_rbeg.html
x The RBEG program provides grants for rural projects that finance and facilitate development of small
and emerging rural businesses help fund distance learning networks, and help fund employment
related adult education programs.
x Eligible fund use includes acquisition or development of land, easements, or rights of way; construction,
conversion, renovation, of buildings, plants, machinery, equipment, access streets and roads, parking
areas, utilities; pollution control and abatement; capitalization of revolving loan funds; training and
technical assistance; distance adult learning for job training and advancement; rural transportation
improvement; and project planning.
x Grants are available to rural public entities (towns, communities, State agencies, and authorities),
Native American tribes, and rural nonprofit corporations.
x Grants range from $10,000 up to $500,000.
United States Department of Housing and Urban Development
Community Development Block Grants (See Preservation Funding for Homeowners above)
Page 137 of 183
Funding and Assistance for Preservation Projects 5
Preservation Funding for Government Agencies
Meadows Foundation
3003 Swiss Avenue
Dallas, TX 75204
214/826-9431
800/826-9431
www.mfi.org
x The Meadows Foundation distributes grant funds in the areas of arts and culture, civic/public affairs,
education, health, and human services.
x Grants are available for construction (except for the construction of churches and seminaries), and
applicants for are encouraged to research the Foundation’s Green Building Guidelines.
x Grants are available to qualified public entities or nonprofit charities serving the people of Texas.
Grants are not made to individuals.
x Applications can be submitted at any time.
National Endowment for the Humanities
400 7th Street, SW
Washington, DC 20506
1-800-NEH-1121
www.neh.gov
Museums, Libraries, and Cultural Organizations: Planning and Implementation Grants
www.neh.gov/grants/public/museums-libraries-and-cultural-organizations-planning-grants
www.neh.gov/grants/public/museums-libraries-and-cultural-organizations-implementation-grants
x Museums, Libraries, and Cultural Organizations: Planning Grants and Implementation Grants provide
support for museums, libraries, historic places, and other organizations that produce public programs in
the humanities. Projects must be analytical and deeply grounded in humanities scholarship, and must
demonstrate the potential to attract a broad, general audience.
x Eligible project formats include but are not limited to museum and library exhibitions; interpretive
websites, mobile applications, and other digital projects; interpretations of historic places, sites, or
regions; book/film discussion groups; and related programs.
x Grants are available to nonprofit organizations, public agencies, and tribal governments.
x Applications are due in January and August.
x Contact the Division of Public Programs at 202/606-8269 or publicpgms@neh.gov.
Challenge Grants
www.neh.gov/grants/challenge/challenge-grants
x Challenge Grants help institutions and organizations secure long-term support for their humanities
programs and resources.
x Grants may be used to establish or enhance endowments or spend-down funds that generate
expendable earnings to support and enhance ongoing program activities. Challenge grants may also
provide capital directly supporting the procurement of long-lasting objects, such as acquisitions for
archives and collections, the purchase of equipment, and the construction or renovation of facilities
needed for humanities activities.
x Grants are available to nonprofit organizations and public agencies.
x Applications are due in May.
x Contact the Office of Challenge Grants at 202/606-8309 or challenge@neh.gov.
Collaborative Research Grants
www.neh.gov/grants/research/collaborative-research-grants
x Collaborative Research Grants support interpretive research undertaken by a team of two or more
scholars, for full-time or part-time activities for a period of one to three years.
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Funding and Assistance for Preservation Projects 6
x Grants are available to nonprofit organizations, state and local governments, federally recognized
Native American tribal governments, and project directors.
x Applications are due in December.
x Contact the Division of Research Programs at 202/606-8200 or collaborative@neh.gov.
Preservation Assistance Grants for Smaller Institutions
www.neh.gov/grants/preservation/preservation-assistance-grants-smaller-institutions
x Preservation Assistance Grants for Smaller Institutions help organizations improve their ability to
preserve and care for their significant humanities collections. These may include special collections of
books and journals, archives and manuscripts, prints and photographs, moving images, sound
recordings, architectural and cartographic records, decorative and fine art objects, textiles,
archaeological and ethnographic artifacts, furniture, historical objects, and digital materials.
x Grants may be used for general preservation assessments, consultations with professionals to address
a specific issue, purchase of storage furniture, preservation supplies, or environmental monitoring
equipment, and education and training.
x Grants are available to small and mid-sized nonprofit and government institutions, such as libraries,
museums, historical societies, archival repositories, cultural organizations, local records offices, and
colleges and universities, and to Native American tribes with significant humanities collections.
x Applications are due in May.
x Contact the Division of Preservation and Access at preservation@neh.gov.
National Park Service
Heritage Preservation Services
1201 Eye Street, NW-2255
Washington, DC 20005
202/354-2037
www.nps.gov
American Battlefield Protection Program: Battlefield Planning Grants
www.nps.gov/abpp/grants/planninggrants.htm
x Battlefield Planning Grants aid in the protection of battlefield land and sites associated with battlefields.
x Project types include site identification and documentation, planning and consensus-building, and
interpretation and education. Grants do not fund acquisition or capital improvements.
x The program funds projects conducted by federal, state, local, and tribal governments, nonprofit
organizations, and educational institutions.
x Applications are due in January.
x Contact the American Battlefield Protection Program at 202/371-1916.
Land and Water Conservation Fund: Civil War Battlefield Land Acquisition Grants
www.nps.gov/abpp/grants/CWBLAGgrants.htm
x Civil War Battlefield Acquisition Grants help states and local communities acquire and preserve
threatened Civil War battlefield land. In Texas, only Galveston, Palmeto Ranch, and Sabine Pass
battles are eligible.
x Grants are available to state and local governments; a nonprofit organization may apply in partnership
with a state or local government agency.
x Grants require a 1:1 non-Federal match.
x Applications can be submitted at any time.
x Contact the American Battlefield Protection Program at 202/371-1916.
Tribal Preservation Program Grants
www.nps.gov/thpo/tribal-heritage/index.html
x Tribal Preservation Program Grants include formula grants to Tribal Historic Preservation Offices and
competitive Tribal Heritage Grants. These grants assist American Indians, Alaska Natives, and Native
Hawaiian Organizations protect and promote their unique cultural heritage and traditions.
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Funding and Assistance for Preservation Projects 7
x Grant categories for Tribal Heritage Grants include locating and identifying cultural resources,
preserving a property listed in the National Register of Historic Places, comprehensive preservation
planning, oral history and documenting cultural traditions, and education and training for building a
historic preservation program.
x Grants are available to Federally recognized tribes, including Indian Tribes, Alaskan Natives, and
Native Hawaiian Organizations.
x Applications are due in March.
National Park Service
Intermountain Regional Office
12795 Alameda Parkway
Denver, CO 80225
303/969-2500
www.nps.gov
Japanese American Confinement Sites
www.nps.gov/jacs
x Japanese American Confinement Sites Grants are awarded to preserve and interpret U.S. confinement
sites where Japanese Americans were detained during World War II.
x Grants are awarded to organizations and entities working to preserve historic Japanese American
confinement sites and their history, including nonprofit organizations, educational institutions, and state,
local, and tribal governments, and other public entities.
x Grants require a 2:1 Federal to non-Federal match ($2 Federal to $1 non-Federal match).
x Applications are due in November.
National Park Service
National Center for Preservation Technology and Training
645 University Parkway
Natchitoches, LA 71457
318/356-7444
ncptt.nps.gov
Preservation Technology and Training Grants
ncptt.nps.gov/grants
x The Preservation Technology and Training Grants program provides funding for innovative
research that develops new technologies or adapts existing technologies to preserve cultural
resources. Grant recipients undertake innovative research and produce technical reports which
respond to national needs in the field of historic preservation.
x NCPTT requests innovative proposals that advance the application of science and technology to
historic preservation in the following areas: planning for and responding to climate change and the
impacts of natural and man-made disasters on cultural resources; 3D documentation and
visualization techniques for historic sites, landscapes, buildings and objects; mobile application
development for cultural resource detection, documentation, and management; and development
and testing of protective coatings for cultural materials. NCPTT does NOT fund bricks and mortar
projects.
x Grants are available to universities and colleges, nonprofit organizations, and governmental
agencies.
x Maximum grant awards are $40,000.
x Applications are due in November.
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Funding and Assistance for Preservation Projects 8
National Park Service
National Trails System Office – Santa Fe
P.O. Box 728
Santa Fe, NM 87504-0728
505/988-6701
Route 66 Corridor Preservation Program
www.cr.nps.gov/rt66/grnts/index.htm
x Route 66 Corridor Preservation Program Grants support the preservation of the most significant and
representative historic Route 66 buildings, structures, road segments, and cultural landscapes in the
eight states through which the route passes.
x Assistance also supports research, planning, oral history, and education outreach projects related to
the preservation of Route 66.
x Eligible applicants include private individuals and business owners, nonprofit organizations, educational
institutions, and local, state, and tribal governments.
x Grants require a 1:1 non-Federal match or in-kind contributions.
x Applications are due in March or April.
National Trust for Historic Preservation
2600 Virginia Avenue, NW, Suite 1000
Washington, DC 20037
800/944-6847
www.preservationnation.org
Battlefield Preservation Fund
www.preservationnation.org/resources/find-funding/special-funds/#Battlefield
x Battlefield Preservation Fund grants serve as a catalyst to stimulate efforts to preserve battlefields,
viewsheds, and related historic structures. Priority is given to battlefields that have limited access to
other specialized battlefield funding programs.
x Funds may be used for legal and research fees to mitigate development threats, fund-raising and
media plans, feasibility studies for endangered buildings and sites, archeological studies, landscape
research and planning, viewshed protection, easement planning, and interpretation and heritage
education activities.
x Grants are available to nonprofit organizations and public agencies. Only members of the National
Trust at the Forum or Main Street levels are eligible to apply.
x Grants range from $2,500 to $5,000. Cash match is required.
x Applications are due in February, June, and October.
Emergency/Intervention Funding
www.preservationnation.org/resources/find-funding/special-funds/#Emergency
x Intervention funding is awarded in emergency situations when immediate and unanticipated work is
needed to save a historic structure.
x Grants are available to nonprofit organizations and public agencies. Only members of the National
Trust at the Forum or Main Street levels are eligible to apply.
x Grants typically range from $1,000 to $5,000. Cash match is NOT required.
x Applications can be submitted at any time.
Johanna Favrot Fund for Historic Preservation
www.preservationnation.org/resources/find-funding/special-funds/johanna-favrot-fund.html
x Johanna Favrot Fund for Historic Preservation provides grants for projects that foster appreciation of
our nation’s diverse cultural heritage and preserve the livability of the nation’s historic communities.
x Funds may be used for professional services and advice, conferences, workshops, and education.
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Funding and Assistance for Preservation Projects 9
x Grants are available to nonprofit organizations and public agencies. Individuals and for-profit
businesses may apply only if the project for which funding is requested involves a National Historic
Landmark. Only members of the National Trust at the Forum or Main Street levels are eligible to apply.
x Grants range from $2,500 to $10,000. Cash match is required.
x Applications are due in May.
Hart Family Fund for Small Towns
www.preservationnation.org/resources/find-funding/special-funds/hart-fund.html
x Hart Family Fund for Small Towns assists preservation and revitalization initiatives in small towns with
populations of 5,000 or less by providing grants for preservation planning and education efforts.
x Funds may be used to obtain professional expertise in areas such as architecture, archeology,
engineering, preservation planning, land-use planning, fund raising, organizational development and
law as well as preservation education activities to educate the public.
x Grants are available to nonprofit organizations and public agencies. Only members of the National
Trust at the Forum or Main Street levels are eligible to apply.
x Grants range from $2,500 to $5,000. Cash match is required.
x Applications are due in May.
Cynthia Woods Mitchell Fund for Historic Interiors
www.preservationnation.org/resources/find-funding/special-funds/cynthia-woods-mitchell.html
x Cynthia Woods Mitchell Fund for Historic Interiors provides grants to assist in the preservation,
restoration and interpretation of historic interiors.
x Funds may be used for professional services and advice for projects such as developing an interior
restoration plan, conservation plan for textiles, or a historic furnishings plan; or to sponsor a workshop
on the preservation of historic interiors, for instance.
x Grants are available to nonprofit organizations and public agencies. Individuals and for-profit
businesses may apply only if the project for which funding is requested involves a National Historic
Landmark. Only members of the National Trust at the Forum or Main Street levels are eligible to apply.
x Grants range from $2,500 to $10,000. Cash match is required.
x Applications are due in May.
National Trust Preservation Funds
www.preservationnation.org/resources/find-funding/preservation-funds-guidelines-eligibility.html
x National Trust Preservation Funds provides grants for preservation planning and education efforts.
Priorities for funding include building sustainable communities, reimagining historic sites, promoting
diversity and place, and protecting historic places on public lands.
x Funds may be used to obtain professional expertise in areas such as architecture, archeology,
engineering, preservation planning, land-use planning, fund raising, organizational development and
law as well as preservation education activities to educate the public.
x Grants are available to nonprofit organizations and public agencies. Only members of the National
Trust at the Forum or Main Street levels are eligible to apply.
x Grants range from $2,500 to $5,000. Cash match is required.
x Applications are due in February, June, and October.
Rosenwald Schools: Rosenwald School Centennial Fund, Alice Rosenwald Flexible Fund, and
Richard E. Deutsch Memorial Fund for Rosenwald Schools
www.preservationnation.org/resources/find-funding/rosenwald-grants
x The National Trust, through its Rosenwald Schools Initiative, has a goal of saving Rosenwald Schools
as vital hubs of community activity and revitalization.
x Three grant funds exist, but funding is not currently available from the Rosenwald School Centennial
Fund, which provided for the restoration and rehabilitation of Rosenwald School buildings. The Alice
Rosenwald Flexible Fund provides grants for preservation planning, rehabilitation, and education
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Funding and Assistance for Preservation Projects 10
projects. The Richard E. Deutsch Memorial Fund for Rosenwald Schools provides grants for
preservation planning.
x Grants are available to nonprofit organizations and public agencies. Only members of the National
Trust at the Forum or Main Street levels are eligible to apply.
x Maximum grants are $5,000. Cash match is required.
x Applications can be submitted at any time.
Southwest Intervention Fund
www.preservationnation.org/resources/find-funding/special-funds/swi.html
x Grants from the National Trust’s Southwest Intervention Fund are intended to further preservation
efforts of the traditional cultures of the Southwest region. The Fund provides support for preservation
planning efforts and enables prompt responses to emergency threats or opportunities. Strategic
opportunities to save sites or help jumpstart preservation projects are eligible for the Fund’s small,
catalytic grants.
x Eligible area includes West Texas (west of U.S. 281 from the Oklahoma border to San Antonio and
north of U.S. 90 from San Antonio to Del Rio).
x Grants are available to nonprofit organizations and public agencies. Only members of the National
Trust at the Forum or Main Street levels are eligible to apply.
x Grants range from $2,500 to $10,000. Cash match is required.
x Applications are due in February, June, and October.
Texas Department of Agriculture
P.O. Box 12847
Austin, TX 78711-2847
512/463-7476
800/TELL-TDA
www.texasagriculture.gov
Community Development Block Grant (CDBG) Program for Rural Texas
texasagriculture.gov/GrantsServices/RuralEconomicDevelopment/RuralCommunityDevelopmentBlockGran
t%28CDBG%29.aspx
x The CDBG Program for Rural Texas aims to develop viable communities by providing decent housing
and suitable living environments, and expanding economic opportunities for persons of low- to
moderate-income.
x Grants are available to non-entitlement city or county governments, which do not receive direct funding
from the U.S. Department of Housing and Urban Development and typically include cities with a
population of less than 50,000 and counties of less than 200,000.
x See United States Department of Housing and Urban Development under Preservation Funding for
Homeowners above for more information on the CDBG program.
Texas Capital Fund: Downtown Revitalization Program
texasagriculture.gov/GrantsServices/RuralEconomicDevelopment/TexasCapitalFund.aspx
x The Downtown Revitalization Program is intended to stimulate economic growth through the funding of
public infrastructure improvements to aid in the elimination of slum and blight conditions in the historic
downtown areas of rural communities.
x Awarded cities receive funds to make public infrastructure improvements in the designated historic,
downtown business district. Funds may be used for public infrastructure improvements; acquisition of
needed land; water and sewer facilities/lines; road/street construction/improvements; natural gas line
construction/improvements; electric, telephone, and fiber optic line construction/improvements; traffic
signals and signs; drainage improvements; sidewalk construction/improvements, including lighting,
ADA ramps and rails; public parking lot construction/improvements; other construction activities
required to eliminate architectural barriers for the handicapped.
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Funding and Assistance for Preservation Projects 11
x Grants are available to non-entitlement city governments, which do not receive direct funding from the
U.S. Department of Housing and Urban Development and typically include cities with a population of
less than 50,000.
x Awards range from $50,000 to $150,000.
x Applications are due in July.
Texas Capital Fund: Main Street Improvements Program
texasagriculture.gov/GrantsServices/RuralEconomicDevelopment/TexasCapitalFund.aspx
x Main Street Improvements Program is intended to stimulate economic growth through the funding of
public infrastructure improvements to aid in the elimination of slum and blight conditions in the historic
downtown areas of rural Main Street Communities, as identified by the Texas Historical Commission.
x Awarded cities receive funds to make public infrastructure improvements in the designated Main Street
business district. Funds may be used for public infrastructure improvements; acquisition of needed
land; water and sewer facilities/lines; road/street construction/improvements; natural gas line
construction/ improvements; electric, telephone, and fiber optic line construction/improvements; traffic
signals and signs; drainage improvements; sidewalk construction/improvements, including lighting,
ADA ramps and rails; public parking lot construction/improvements; other construction activities
required to eliminate architectural barriers for the handicapped.
x Grants are available to non-entitlement city governments, which do not receive direct funding from the
U.S. Department of Housing and Urban Development and typically include cities with a population of
less than 50,000.
x Awards range from $50,000 to $150,000.
x Applications are due in October.
Texas Capital Fund: Infrastructure Development Program
texasagriculture.gov/GrantsServices/RuralEconomicDevelopment/TexasCapitalFund.aspx
x Infrastructure Development Program funds public infrastructure primarily in Texas' rural communities
and counties in support of projects that create new jobs for low-to-moderate income persons.
x Funds may be used for public infrastructure improvements to include: water and sewer facilities/lines;
pre-treatment facilities; road/street construction/improvements; natural gas line
construction/improvements; electric, telephone, & fiber optic line construction/improvements;
harbor/channel dredging; purchase of real estate related to public infrastructure improvements; traffic
signals and signs; drainage improvements; and railroad spurs.
x Grants are available to non-entitlement city or county governments, which do not receive direct funding
from the U.S. Department of Housing and Urban Development and typically include cities with a
population of less than 50,000 and counties of less than 200,000.
x Awards range from $50,000 to $1.5 million.
x Applications are due on the 20th of each month.
Texas Capital Fund: Real Estate Development Program
texasagriculture.gov/GrantsServices/RuralEconomicDevelopment/TexasCapitalFund.aspx
x Real Estate Development Program provides no-interest loans to fund the acquisition or renovation of an
existing building, new construction, or land acquisition, primarily in Texas' rural communities and
counties. The program supports projects that create new jobs for low and moderate-income persons.
x Funds may be used for purchase and/or renovation of an existing building, new building construction or
land acquisition, or private infrastructure.
x Loans are available to non-entitlement city or county governments, which do not receive direct funding
from the U.S. Department of Housing and Urban Development and typically include cities with a
population of less than 50,000 and counties of less than 200,000.
x Awards range from $50,000 to $1.5 million, and must be repaid by the business within 20 years.
x Applications are due on the 20th of each month.
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Funding and Assistance for Preservation Projects 12
Texas Historical Commission
P.O. Box 12276
Austin, TX 78711-2276
512/463-6100
www.thc.state.tx.us
Certified Local Government (CLG)
www.thc.state.tx.us/preserve/projects-and-programs/certified-local-government
x Certified Local Government (CLG) Grants provide funding to participating city and county governments
to develop and sustain an effective local preservation program critical to preserving local historic
resources. Cities and county governments that have been individually certified by the National Park
Service as CLGs (prior to the time of their grant application) are eligible to apply.
x Grants can be used for local historic preservation projects, including surveys of historic
properties/districts, preparation of nominations to the National Register of Historic Places, and other
community-based preservation projects.
x Awards range from $2,000 to $30,000 and require a one-to-one local cash or in-kind match. Only non-
federal monies may be used as a match, with the exception of Community Development Block Grants.
x Applications are due November 4.
x Contact the CLG program at 512/463-7812.
Texas Historic Courthouse Preservation Program
www.thc.state.tx.us/preserve/projects-and-programs/texas-historic-courthouse-preservation
x Texas Historic Courthouse Preservation Program provides partial matching grants to Texas counties for
the restoration of their historic county courthouses.
x To participate in the grant program, counties must submit a master preservation plan for renovating and
maintaining their historic county courthouse. Once a master plan is approved, the owner of the
courthouse is eligible to apply for rehabilitation funding under this program.
x Contact Sharon Fleming at 512/463-6268 or sharon.fleming@thc.state.tx.us.
Texas Preservation Trust Fund Grant Program
www.thc.state.tx.us/preserve/projects-and-programs/texas-preservation-trust-fund
x Texas Preservation Trust Fund provides matching grants to qualified applicants for the acquisition,
survey, restoration, preservation, planning and heritage education activities leading to the preservation
of historic properties and archeological sites.
x Competitive grants are awarded on a one-to-one match basis and are paid as reimbursement of eligible
expenses incurred during the project.
x Awards range from $10,000 to $50,000, with most under $30,000.
x Applications follow a two-part process, with the initial applications due in the fall.
x Contact Lisa Harvell at 512/463-6047 or lisa.harvell@thc.state.tx.us.
Texas Parks and Wildlife Department
4200 Smith School Road
Austin, TX 78744
512/389-8224
rec.grants@tpwd.texas.gov
tpwd.texas.gov/business/grants
x Texas Parks and Wildlife Department acts as a silent partner in hundreds of communities across the
state through its grant, assistance, education, and outreach programs. From the largest metroplex to
the smallest rural community these programs help to build new parks, conserve natural resources,
preserve historical sites, provide access to water bodies, and develop educational programs for youth.
x Grants for land acquisition and park development include Outdoor Recreation Grants, Small
Community Grants, and Urban Outdoor Recreation Grants. Maximum awards vary by grant type from
$75,000 to $1 million.
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Funding and Assistance for Preservation Projects 13
x Grants are available to municipalities, counties, municipal utility districts, and other local units of
government.
x Applications are due in August.
Union Pacific Foundation
1400 Douglas Street, Stop 1560
Omaha, NE 68179
402/544-5600
www.up.com/aboutup/community/foundation/index.htm
x The Union Pacific Foundation supports the communities the Union Pacific Railroad serves. Grants are
primarily made in the areas of community and civic service, including grants to museums and libraries,
and health and human services.
x Grants are available to nonprofit organizations and municipal governments.
x Applications are due in August.
United States Department of Agriculture
Rural Development
State Office
101 S. Main Street
Temple, TX 76501
254/742-9700
offices.sc.egov.usda.gov/locator/app?state=us&agency=rd
Community Facility Grants and Community Facilities Direct and Guaranteed Loans
http://www.rurdev.usda.gov/had-cf_grants.html and www.rurdev.usda.gov/had-cf_loans.html
x Community Programs provides grants and loans to assist in the development of essential community
facilities in rural areas and towns of up to 20,000 in population.
x Funds may be used to develop essential community facilities by constructing, enlarging, or improving
community facilities for health care, public safety, and community and public services.
x Grants and loans are available to public entities such as municipalities, counties, and special-purpose
districts, as well as nonprofit corporations and tribal governments. In addition, applicants must have the
legal authority necessary for construction, operation, and maintenance of the proposed facility and also
be unable to obtain needed funds from commercial sources at reasonable rates and terms.
x For grants, the amount of assistance for project costs depends upon the median household income and
the population in the community where the project is located and the availability of grant funds.
x For direct loans, there are three levels of interest rates available (poverty, intermediate, and market)
each on a fixed basis. For guaranteed loans, the interest rate is the lender’s customary interest rate for
similar projects. Loan repayment terms may not exceed the applicant’s authority, the useful life of the
facility, or 40 years.
Farm Labor Housing Loans and Grants (See Preservation Funding for Homeowners above)
Housing Preservation Grants (See Preservation Funding for Homeowners above)
Rural Business Enterprise Grants (See Preservation Funding for Businesses above)
United States Department of Housing and Urban Development
Community Development Block Grants (See Preservation Funding for Homeowners above)
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Funding and Assistance for Preservation Projects 14
United States Economic Development Administration
Austin Regional Office
903 San Jacinto, Suite 206
Austin, TX 78701
eda.gov/funding-opportunities
Economic Development Assistance Programs
x The Economic Development Administration’s (EDA’s) mission is to lead the Federal economic
development agenda by promoting innovation and competitiveness, preparing American regions for
economic growth and success in the worldwide economy. EDA supports development in economically
distressed areas of the United States by fostering job creation and attracting private investment.
x Under the Economic Development Assistance programs (EDAP), EDA makes construction, non-
construction, and revolving loan fund investments under the Public Works and Economic Adjustment
Assistance Programs. Grants and cooperative agreements made under these programs leverage
regional assets and support the implementation of economic development strategies that advance new
ideas and creative approaches to advance economic prosperity in distressed communities.
x Eligible applicants include state, county, and city governments, public and private institutions of higher
education, Native American tribal governments, and nonprofits.
Planning Program and Local Technical Assistance Program
x Under the Planning program, EDA assists eligible recipients in creating regional economic development
plans designed to stimulate and guide the economic development efforts of a community or region. As
part of this program, EDA supports Partnership Planning investments to facilitate the development,
implementation, revision, or replacement of Comprehensive Economic Development Strategies.
x The Local Technical Assistance program strengthens the capacity of local or State organizations,
institutions of higher education, and other eligible recipients to undertake and promote effective
economic development programs through projects such as feasibility analyses and impact studies.
x Eligible applicants include state, county, and city governments, public and private institutions of higher
education, Native American tribal governments, and nonprofits.
Preservation Funding for Nonprofit Organizations
1772 Foundation
maryanthony@1772foundation.org
www.1772foundation.org
x 1772 Foundation offers grants related to historic properties redevelopment programs (revolving funds).
Requests may include grants for feasibility studies for nonprofit preservation organizations considering
establishing a revolving fund or grants to increase the capacity of existing revolving funds.
x Applications are due in December.
AT&T Foundation
208 S. Akard, Suite 100
Dallas, TX 75202-4206
800/591-9663
www.att.com
x The AT&T Foundation supports nonprofit organizations and programs that address quality-of-life
issues, with an emphasis on improving education and advancing community development.
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Funding and Assistance for Preservation Projects 15
Bank of America Charitable Foundation
Contact your local Bank of America branch
about.bankofamerica.com/en-us/global-impact/charitable-foundation-funding.html
x The Bank of America Charitable Foundation supports efforts to address critical issues facing
neighborhoods and communities. Funding priorities include community development, education, and
workforce development.
x Neighborhood preservation efforts include providing affordable housing, offering neighborhood
residents home retention and foreclosure counseling, and promoting neighborhood stabilization.
x The Neighborhood Builders program strengthens the capacity and infrastructure of select nonprofit
groups to promote the professional development of their leaders.
x Grants are available to nonprofit organizations in the Amarillo, Austin, Dallas/Fort Worth, El Paso,
Houston, and San Antonio markets.
BNSF Railway Foundation
2650 Lou Menk Drive
Fort Worth, TX 76131-2830
817/867-6458
www.bnsffoundation.org
BNSFFoundation@bnsf.com
x BNSF Railway Foundation is dedicated to supporting the communities served by the Burlington
Northern Santa Fe Railway, and offers grants to nonprofit organizations in the areas of civic, cultural,
educational, health and human service, and youth activities.
x No application deadline, but grants require up to one year for a decision.
The Rudy Bruner Award for Urban Excellence
130 Prospect Street
Cambridge, MA 02139
617/492-8404
www.brunerfoundation.org/rba
x The Rudy Bruner Award for Urban Excellence seeks to discover special places and celebrate and
publicize their achievements. These places often transcend the boundaries between architecture, urban
design and planning. They are born through processes of transformation ʊ the renewal of something
old, or the creation of something new that resonates in the history of community life. The award seeks
to illuminate the complex process of urban placemaking, so that it may be strengthened to better reflect
the balance between form and use, opportunity and cost and preservation and change.
x The award is made every other year in odd years, and applications are available in September of even
years. Applications are due in December of even years.
The Getty Foundation
1200 Getty Center Drive, Suite 800
Los Angeles, CA 90049-1685
310/440-7320
www.getty.edu/foundation
x The Getty Foundation supports institutions and individuals committed to advancing the understanding
and preservation of the visual arts. The majority of funding is through initiatives that target a particular
issue or region, and that are carried out in collaboration with the other Getty programs.
x Apart from residential fellowships, most applications are by invitation rather than through open
competition.
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Funding and Assistance for Preservation Projects 16
Graham Foundation for Advanced Studies in the Fine Arts
4 West Burton Place
Chicago, IL 60610-1416
312/787-4071
www.grahamfoundation.org
x The Graham Foundation for Advanced Studies in the Fine Arts makes project-based grants to
individuals and organizations and produces public programs to foster the development and exchange of
diverse and challenging ideas about architecture and its role in the arts, culture, and society.
x Eligible projects may include, but are not limited to, publications, exhibitions, installations,
conferences/lectures, films, new media projects, and other public programs.
x Deadline for grants to individuals is in September. Deadline for grants to organizations is in February.
Albert and Ethel Herzstein Charitable Foundation
6131 Westview Drive
Houston, TX 77055
713/681-7868
www.herzsteinfoundation.org
x The Albert and Ethel Herzstein Charitable Foundation supports charitable efforts that offer individuals
opportunities for advancement through education and enrichment of the human spirit, and contribute to
the quality of life in our society.
x Grants are available to nonprofit organizations. Applications should be in the form of a written request.
Meadows Foundation (See Preservation Funding for Government Agencies above)
National Endowment for the Humanities (See Preservation Funding for Government Agencies above)
Museums, Libraries, and Cultural Organizations: Planning and Implementation Grants
Challenge Grants
Collaborative Research Grants
Preservation Assistance Grants for Smaller Institutions
National Park Service (See Preservation Funding for Government Agencies above)
American Battlefield Protection Program: Battlefield Planning Grants
Land and Water Conservation Fund: Civil War Battlefield Acquisition Grants
Tribal Preservation Program Grants
Japanese American Confinement Sites
Preservation Technology and Training Grants
Route 66 Corridor Preservation Program
National Trust for Historic Preservation (See Preservation Funding for Government Agencies above)
Battlefield Preservation Fund
Emergency/Intervention Funding
Johanna Favrot Fund for Historic Preservation
Hart Family Fund for Small Towns
Cynthia Woods Mitchell Fund for Historic Interiors
National Trust Preservation Funds
Rosenwald Schools
Southwest Intervention Fund
Peter H. Brink Leadership Fund
www.preservationnation.org/resources/find-funding/special-funds/the-peter-h-brink-leadership.html
x Peter H. Brink Leadership Fund builds the capacity of existing nonprofit preservation organizations and
encourages collaboration among these organizations by providing grants for mentoring and other peer-
to-peer and direct organizational development and learning opportunities.
x Grant reimburses travel costs and provides an honorarium for the mentor up to maximum of $2,500.
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Ed Rachal Foundation
500 North Shoreline Blvd, Suite 606
Corpus Christi, TX 78401-0323
361/881-9040
www.edrachal.org/index.shtml
x The Ed Rachal Foundation supports charitable, scientific, literary or educational purposes.
x Grants are made to nonprofit organizations. Grants are not made to individuals.
x Submit a written application at any time of the year. Requests from the same organization are
considered once every fiscal year.
The Summerlee Foundation
5556 Caruth Haven Lane
Dallas, TX 75225
214/363-9000
www.summerlee.org
x The Summerlee Foundation funds a variety of Texas history programs in a multitude of disciplines,
ranging from academic research to field archaeology, throughout every region of the state and is a
strong advocate of collaborative projects between historical organizations.
x Grants are made to nonprofit organizations.
Texas Historical Commission
Texas Preservation Trust Fund (See Preservation Funding for Government Agencies above)
Texas Historical Foundation
P.O. Box 50314
Austin, TX 78763
512/453-2154
texashistoricalfoundation.org/grants-and-gifts/grants
x The Texas Historical Foundation funds bricks-and-mortar restoration projects, those promoting Texas
history education, and archeological projects. The Foundation’s most frequent gifts are in the area of
rural preservation in communities with populations of less than 30,000.
x Applications should show a strong record of community support and the ability to obtain the financial
resources necessary to ensure the project’s completion.
x Grants are made to nonprofit organizations, religious organizations, and city/county/state historical
agencies based in Texas.
x Grant applications must be received by the first day of March, June, September, or December.
Union Pacific Foundation (See Preservation Funding for Government Agencies above)
United States Department of Agriculture
Community Facility Grants and Community Facilities Direct and Guaranteed Loans (See
Preservation Funding for Government Agencies above)
Farm Labor Housing Loans and Grants (See Preservation Funding for Homeowners above)
Housing Preservation Grants (See Preservation Funding for Homeowners above)
Rural Business Enterprise Grants (See Preservation Funding for Businesses above)
United States Department of Housing and Urban Development
Community Development Block Grants (See Preservation Funding for Homeowners above)
United States Economic Development Administration (See Preservation Funding for Government
Agencies above)
Economic Development Assistance Programs
Planning Program and Local Technical Assistance Program
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Funding and Assistance for Preservation Projects 18
Preservation Funding for Religious Organizations
Partners for Sacred Places
Texas Office
6040 Camp Bowie Blvd., Suite 62
Fort Worth, TX 76116
866/315-4840
www.sacredplaces.org
x Partners for Sacred Places is the only national advocate for the sound stewardship and active
community use of America’s older religious properties.
x The organization was founded in 1989 by a national task force of religious, historic preservation, and
philanthropic leaders. Since then, Partners has served several thousand congregations and other local
organizations and represents the needs and concerns of over 100,000 older, community-serving sacred
places across America.
x Offers matching grants for technical assistance and seed grants for repairs and capital projects.
Texas Historical Commission
Texas Preservation Trust Fund (See Preservation Funding for Government Agencies above)
Texas Historical Foundation (See Preservation Funding for Nonprofit Organizations above)
The Trull Foundation (See Regional Preservation Funding below)
Preservation Funding for Rural Communities
United States Department of Agriculture
Natural Resources Conservation Service
State Office
101 S. Main Street
Temple, TX 76501
254/742-9800
www.tx.nrcs.usda.gov
Agricultural Conservation Easement Program
www.nrcs.usda.gov/wps/portal/nrcs/detail/national/programs/easements/acep
x The Agricultural Conservation Easement Program provides financial and technical assistance to help
conserve agricultural lands and wetlands and their related benefits.
x Under the Agricultural Land Easements component, NRCS helps Indian tribes, state and local
governments, and non-governmental organizations protect working agricultural lands and limit non-
agricultural uses of the land. Under the Wetlands Reserve Easements component, NRCS helps to
restore, protect and enhance enrolled wetlands.
x Land eligible for agricultural easements includes cropland, rangeland, grassland, pastureland and
nonindustrial private forest land. NRCS will prioritize applications that protect agricultural uses and
related conservation values of the land and those that maximize the protection of contiguous acres
devoted to agricultural use.
x USDA provides 100% of the easement value and 75-100% of restoration costs for permanent
easements and 50-75% each of the easement value and restoration costs of 30-year easements.
Financial Assistance Programs
www.nrcs.usda.gov/wps/portal/nrcs/main/national/programs/financial
x NRCS offers voluntary programs to eligible landowners and agricultural producers to provide financial
and technical assistance to help manage natural resources in a sustainable manner. Through these
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programs the agency approves contracts to provide financial assistance to help plan and implement
conservation practices on agricultural lands and non-industrial private forest land.
x The Conservation Stewardship Program helps agricultural producers maintain and improve their
existing conservation systems and adopt additional conservation activities to address priority resources
concerns. The Environmental Quality Incentives Program provides financial and technical assistance to
agricultural producers in order to address natural resource concerns and deliver environmental benefits
such as improved water and air quality, conserved ground and surface water, reduced soil erosion and
sedimentation or improved or created wildlife habitat.
United States Department of Agriculture
Farm Labor Housing Loans and Grants (See Preservation Funding for Homeowners above)
Rural Business Enterprise Grants (See Preservation Funding for Businesses above)
Rural Repair and Rehabilitation Loans and Grants (See Preservation Funding for Homeowners above)
Regional Preservation Funding
See also the Council on Foundations’ list of community foundations in T exas: www.cof.org/community-
foundation-locator.
Abell-Hanger Foundation
P.O. Box 430
Midland, TX 79702-0430
432/684-6655
www.abell-hanger.org
x In furtherance of the mandate in its charter to support “any benevolent, charitable, educational, or
missionary undertaking,” the Foundation makes grants to nonprofit organizations, which are involved in
such undertakings for the public welfare, including, but not limited to, education, health services, human
services, arts and cultural activities and community or societal benefit.
x Grants are made to nonprofit organizations and institutions of higher education. Grants are not awarded
to individuals.
x Serves communities in the Midland area and 56 other counties in West Texas.
x Applicants must submit a pre-application summary before receiving a grant application and deadline.
Amarillo Area Foundation
801 South Fillmore, Suite 700
Amarillo, TX 79101
806/376-4521
www.amarilloareafoundation.org
x Amarillo Area Foundation supports the entire range of human needs in the Panhandle and manages
hundreds of funds in the form of donor-advised funds, scholarships, unrestricted funds and project
funds. Emphasis is on education, health, human services, youth, and families.
x Historic preservation projects are given a low priority for funding.
x Grant awards are made to nonprofit organizations. Grants are not awarded to individuals.
x Serves communities in the northernmost 26 counties of the Texas Panhandle.
The Austin Community Foundation
4315 Guadalupe St., Suite 300
Austin, TX 78751
512/472-4483
www.austincommunityfoundation.org
x The Austin Community Foundation grants funds for projects and programs that address community
needs such as arts and culture, education and training, community development/community service,
environment, health, human services, recreation and animal-related services.
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Funding and Assistance for Preservation Projects 20
x Competitive grant process open to nonprofit organizations and public agencies.
x Serves communities in central Texas.
x No application deadline, but applicants are advised that the awards process can take up to 4-6 months
from when the application is submitted.
Austin Convention and Visitors Bureau
Attn: Steve Genovesi, Senior Vice President, Sales
301 Congress Avenue, Suite 200, Austin, Texas, 78701
512/583-7259
http://www.austintexas.org/about-acvb/heritage-marketing/
x The Austin Convention and Visitors Bureau works in conjunction with the City of Austin Historic
Landmark Commission to administer a grant program for historic preservation.
x Grants must promote tourism and the convention and hotel industry. Applications should demonstrate
how the grant would encourage tourists and convention delegates to visit the historic site.
x Eligible historic properties must be owned or leased by a governmental or non-profit entity.
x Awards do not exceed $47,000.
x Grant cycles are in spring and fall.
Harry W. Bass Jr. Foundation
4809 Cole Ave., Suite 105
Dallas, TX 75205
214/599-0300
www.hbrf.org
x The Harry W. Bass Jr. Foundation seeks to enrich the lives of the citizens of Texas by funding specific
programs or special projects of public entities and nonprofit organizations in the areas of youth and
education. Grants for arts and culture, civic and community, science and research, and health and
human services are occasionally considered.
x Unsolicited grant requests are restricted to organizations based in the Greater Dallas area.
x Grant requests are considered year round.
The Belo Foundation
901 Main Street, Suite 609
Dallas, TX 75202
214/977-8267
www.ahbelo.com/about/foundation.x2
x The Belo Foundation focuses the majority of its grant-making on college-level journalism education and
the development of urban parks.
x Grants are made to nonprofit entities, primarily in Dallas.
x Grant requests are accepted year-round and are processed upon receipt.
Brazos Community Foundation
P.O. Box 2622
Bryan, TX 77805-2622
979/589-4305
www.cfbv.org
x The Community Foundation of the Brazos Valley works with individuals, families, and businesses to
build and manage permanent endowment funds which provide grants to charitable organizations that
are working to improve the quality of life in the Brazos Valley.
x Community grants of up to $1,000 benefit nonprofit organizations.
x Applications are due in October.
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Funding and Assistance for Preservation Projects 21
The Brown Foundation, Inc.
P.O. Box 130646
Houston, TX 77219-0646
713/523-6867
brownfoundation.org
x The Brown Foundation distributes funds for public charitable purposes, principally for support,
encouragement and assistance to education, the arts, and community service.
x Current emphasis is in the field of public education at the primary and secondary levels. Visual and
performing arts remain a principal area of interest. Foundation also supports community service
projects which serve the needs of children and families.
x Grants are available to nonprofit organizations.
x Serves communities throughout the state of Texas with an emphasis on Houston.
x No application deadline.
Coastal Bend Community Foundation
615 N. Upper Broadway, Suite 1950
Corpus Christi, TX 78401
361/882-9745
www.cbcfoundation.org
x Coastal Bend Community Foundation makes grants in the areas of arts and culture, education,
environment, families and children, health and human services, and the public good.
x Grants are available to nonprofit organizations and government or school entities applying for projects
outside their basic services.
x Serves communities in the Coastal Bend area of Aransas, Bee, Jim Wells, Kleberg, Nueces, Refugio,
and San Patricio Counties.
x Applications are due in June.
Calvert K. Collins Family Foundation
3131 McKinney Ave., Suite 720
Dallas, TX 75204
214/528-5904
calvertcollins.com
x Calvert K. Collins Family Foundation supports programs across Texas that help better educate the
state's citizens and better preserve the state's historical structures. Foundation supports programs that
restore historical buildings to their original luster, rejuvenate those buildings for a new use, or educate
Texans as to the value of historical preservation.
x Foundation board meets once a year in April to consider grant applications.
Chisholm Trail Communities Foundation
116 West 8th Street
Georgetown, TX 78626-5800
512/863-4186
www.chisholm-trail.org
x The Chisholm Trail Communities Foundation seeks to enrich the communities it serves through grants
in the areas of arts and culture, community development or community services, education, the
environment, and health and human services.
x Grants are available to nonprofit organizations.
x Serves communities in the Williamson County area.
x Grants are distributed at an annual Fast Pitch event or through quarterly applications due in February,
May, August, and November.
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Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, TX 75225-8146
214/750-4222
www.cftexas.org
x Communities Foundation of Texas’ major areas of grant funding distribution to nonprofit organizations
include animals, arts, education, elderly, environment, health, social services, and youth.
x At least 50% of the population served must be residents of Dallas, Tarrant, Denton, Collin or Rockwall
counties.
The Community Foundation of Abilene
500 Chestnut Street, Suite 1634
P.O. Box 1001
Abilene, TX 79604-1001
325/676-3883
www.cfabilene.org
x The Community Foundation of Abilene builds endowments that enrich the quality of life in Abilene and
the surrounding areas. The Foundation accepts gifts, administers funds, invests assets, and makes
grants to charitable organizations.
x Serves communities in the Abilene area.
x Grants are available to nonprofit organizations. Grants typically range from $1,000 to $25,000.
x Letters of intent are due in September and February, with proposals due in October and March.
The Community Foundation of Brazoria County
104 W. Myrtle, Suite 204
Angleton, TX 77515
979/848-2628
cfbr.org
x The Community Foundation of Brazoria County makes grants in the fields of arts and culture,
education, environment, faith-based organizations, health and medical research and human services.
x Serves communities in Brazoria County.
x Applications are accepted at different times during the year.
The Community Foundation of North Texas
306 West 7th Street, Suite 1045
Fort Worth, TX 76102
817/877-0702
www.cfntx.org
x The Community Foundation of North Texas makes grants to nonprofit organizations in the areas of arts
and culture, community and economic development, education, environment, and health and human
services.
x Serves communities in an 11-county region, including Bosque, Denton, Hill, Hood, Jack, Johnson,
Parker, Somervell, Tarrant, Wise, and Young Counties.
x Applications are accepted at different times during the year.
Community Foundation of the Texas Hill Country
P.O. Box 291354
Kerrville, TX 78029-1354
830/896-8811
www.communityfoundation.net
x The Community Foundation of the Texas Hill Country enhances and supports the quality of life in the
Texas Hill Country
x Grants are available to nonprofit organizations and government entities applying for projects outside
their basic services.
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x Serves communities in Bandera, Gillespie, Kendall, and Kerr Counties.
x Applications are accepted at different times during the year.
Cullen Foundation
601 Jefferson St., 40th Floor
Houston, TX 77002
713/651-8835
cullenfdn.org
x Cullen Foundation supports a wide variety of charitable activities, including education, health, arts, and
public service programs.
x Grants are made to nonprofit organizations.
x Serves communities throughout Texas, primarily in the Houston area.
x No application deadline, but grants require up to six months for a decision.
The Dallas Foundation
3963 Maple Avenue, Suite 390
Dallas, TX 75219
214/741-9898
www.dallasfoundation.org
x Founded in 1929, the Dallas Foundation is the oldest community foundation in the state and awards
grants to qualified nonprofit organizations in the areas of the arts, education, health, social services,
and general community that improve the well-being of the residents.
x Serves communities in Dallas County.
x Applications are accepted at different times during the year.
East Texas Communities Foundation
315 North Broadway, Suite 210
Tyler, TX 75702
903/533-0208
www.etcf.org
x East Texas Communities Foundation aims to serve as a flexible and cost-effective vehicle for donors to
invest in the community, promote philanthropy, and build permanent endowments for the region's
changing issues and opportunities.
x Serves communities in East Texas.
x Applications are accepted at different times during the year.
El Paso Community Foundation
333 North Oregon St., 2nd Floor
El Paso, TX 79901
915/533-4020
www.epcf.org
x El Paso Community Foundation awards funds to grant applicants in the areas of arts and humanities,
education, environment/animal welfare, health and disabilities, human services and economic
development. Priority is given to more effective ways of doing things and ideas that require risk-taking;
projects where a moderate amount of grant money can have an impact; and projects that show
collaboration with other organizations.
x Serves communities in the southwest Texas border region.
x Applications are due in February and August.
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Foundation for Southeast Texas
P.O. Box 3092
Beaumont, TX 77704-3092
409/833-5775
www.cfsetx.org
x Foundation for Southeast Texas is a nonprofit, public charity that accepts funds from donors, manages
them, and distributes them to nonprofits in our local community and beyond.
x Grants are made to nonprofit organizations and government entities.
x Serves communities in Hardin, Jefferson, and Orange Counties.
Donald D. Hammill Foundation
8700 Shoal Creek Blvd.
Austin, TX 78757
www.hammillfoundation.org
x The Donald D. Hammill Foundation’s mission is to improve the quality of life for people who have
disabilities, the aged, and people who are financially disadvantaged, including the working poor and
those who are indigent or chronically ill.
x Grants are made to nonprofit organizations.
x Serves communities in the Austin area.
x Proposals are due in March.
Greater Houston Community Foundation
5120 Woodway Drive, Suite 6000
Houston, TX 77056
713/333-2200
www.ghcf.org
x Greater Houston Community Foundation fosters the spirit of philanthropy and spans all areas of need in
the Houston community, from education and research to arts and culture.
x The foundation also administers the Port Arthur Communities Fund.
x Serves communities in the Houston area.
Greater Round Rock Community Foundation
206 East Main
Round Rock, TX 78664
512/514-0046
www.rrcommunityfoundation.org
x The mission of the Greater Round Rock Community Foundation is to serve as a catalyst to nurture and
inspire philanthropic giving; to build “community capital” through a permanent endowment fund; to
provide a flexible vehicle for donors with varied philanthropic interests; to take initiative in addressing
needs and shaping effective responses; to enrich the quality of life in the Greater Round Rock Area.
x Grants are made to nonprofit organizations.
x Serves communities in the Round Rock area.
x Applications are accepted year round.
Houston Endowment
600 Travis, Suite 6400
Houston, TX 77002-3000
713-238-8100
www.houstonendowment.org
x Houston Endowment supports programs in the areas of arts and culture, education, environment,
health, and human services that improve life for the Houston area.
x Capital improvement grants are available for the acquisition, construction (i.e. building renovations) or
improvement of a physical asset that will lead over time to demonstrably better results for the people
the organization serves.
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x Grants are made to nonprofit organizations.
x Serves the greater Houston area, including communities in Harris, Brazoria, Chambers, Fort Bend,
Galveston, Liberty, Montgomery, and Waller Counties.
x Applications are accepted year round.
Dodge Jones Foundation
P.O. Box 176
Abilene, TX 79604
325/673-6429
x Dodge Jones Foundation has granted to worthy projects, including the beautification of the T&P right-
of-way, the restoration of the Paramount Theatre, and the rehabilitation of the Grace Museum, T&P
Passenger Depot, REA/Baggage Express, T&P Freight Warehouse, the Elks Art Center, and the
National Center for Children's Illustrated Literature.
x Serves communities in the Abilene area.
Lower Colorado River Authority
P.O. Box 220
Austin, TX 78767
1-800-776-5272
www.lcra.org/community-services/community-and-economic-development/pages/community-grant-
program.aspx
x The Lower Colorado River Authority (LCRA) and its electric and water customers provide Community
Development Partnership Program Grants for community projects. Volunteer fire departments,
emergency medical services, school districts, libraries, civic groups, local governments, and nonprofit
organizations may apply for the grants.
x Emphasis is placed on projects that include energy efficiency and water conservation, volunteer fire
departments, and public safety organizations that have been impacted by wildfires and drought.
x Serves communities in the LCRA service area.
x Applicants may request as much as $50,000. Applicants requesting $5,000 or more in grant funding
must have at least 20% in matching funds.
x Applications are due in January and July.
Lubbock Area Foundation
2509 80th Street
Lubbock, TX 79423
806/762-8061
www.lubbockareafoundation.org
x Lubbock Foundation benefits the South Plains community through grants to nonprofit organizations,
educational programs, and scholarships. Grants are made for start-up funding, general operating
support, program support, and demonstration programs.
x Typical grant awards range from $500 to $2,500, with $5,000 as the maximum.
x Serves communities in the South Plains.
x Applications are accepted year round.
The Montgomery County Community Foundation
9320 Lakeside Blvd., Building 2, Suite 200
The Woodlands, TX 77381
281/363-8158
www.mccfoundation.org
x The Montgomery County Community Foundation was established to create and build a permanent fund
to provide for the present and future well-being of our community.
x Grants are available to nonprofit organizations.
x Serves communities in Montgomery County.
x Applications are due in September.
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The Moody Foundation
2302 Post Office Street, Suite 704
Galveston, TX 77550
409/797-1500
www.moodyf.org/index.asp
x The Moody Foundation was established to benefit in perpetuity present and future generations of
Texans. The Foundation was instrumental in Galveston’s revival of its historic past, making grants that
enabled the Galveston Historical Foundation to purchase and save many buildings in the island’s older
neighborhoods and The Historic Strand District and to acquire and refurbish the sailing barque Elissa.
x The Foundation focuses its giving in Galveston but also makes grants primarily in Austin and Dallas,
with an emphasis on education, social services, children’s needs, and community development.
x Applicants should send a preliminary inquiry letter.
Permian Basin Area Foundation
200 N. Loraine, Suite 500
Midland, TX 79701
432/617-3213
www.pbaf.org
x Permian Basin Area Foundation makes discretionary and field-of-interest grants to nonprofit
organizations to address needs in the areas of education, arts and culture, health and human services,
community development, and the elderly.
x Serves communities in West Texas.
x Applications are due in April and October.
San Angelo Area Foundation
221 S. Irving Street
San Angelo, TX 76903-6421
325/947-7071
www.saafound.org
x San Angelo Area Foundation seeks to support the entire range of human needs in the San Angelo
area. Grant recipients have included programs in the areas of arts and culture, education, faith-based
organizations, environment, and health and human services.
x Grants are made to nonprofit organizations and government entities.
x Serves 17 counties in the San Angelo area, including Coke, Concho, Crockett, Glasscock, Irion,
Kimble, Llano, Mason, McCulloch, Menard, Reagan, Runnels, San Saba, Schleicher, Sterling, Sutton,
and Tom Green.
x Applications are considered twice a year, with awards made in June and December.
San Antonio Area Foundation
303 Pearl Parkway, Suite 114
San Antonio, TX 78215
210/225-2243
www.saafdn.org
x San Antonio Area Foundation works with donors to address San Antonio’s needs through grants,
programs, scholarships, and training. Grants are made in the areas of animal services, arts and culture,
biomedical research, children and youth, medicine and healthcare, seniors and community-at-large,
high school completion, strengthening nonprofits, and programs serving the African American
population, Hispanic population, and women and girls.
x Grants are made to nonprofit organizations, schools, churches, and government entities.
x Serves communities in the San Antonio area, including Atascosa, Bandera, Bexar, Blanco, Comal, Frio,
Gillespie, Gonzales, Guadalupe, Karnes, Kendall, Kerr, Medina, and Wilson Counties.
x Applications for community grants are due in February and July.
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San Antonio Conservation Society
107 King William Street
San Antonio, TX 78204-1312
210/224-6163
www.saconservation.org
x Historic Preservation Grants for the restoration or rehabilitation of residential or commercial historic
structures built before 1930 are available to individuals or organizations.
x Educational Grants for projects such as research, video production, publication printing, and documents
conservation (projects other than for the restoration of historic buildings) are available to individuals or
organizations.
x Applications are due in September.
Nelda C. and H.J. Lutcher Stark Foundation
601 Green Avenue
P.O. Drawer 909
Orange, TX 77631-0909
409/883-3513
www.starkfoundation.org
x The Stark Foundation seeks to improve the quality of life in Orange and surrounding communities
through grants for education, health and human services, arts and culture, community enhancement.
x Serves communities in Southeast Texas.
Sterling-Turner Foundation
5850 San Felipe Street, Suite 125
Houston, TX 77057-3292
713/237-1117
www.stfdn.org
x The Sterling-Turner Foundation grants funds to nonprofit organizations for operating support, specific
project funding, capital campaigns, building campaigns, scholarships, tuition supplements, renovations,
direct services, educational needs and environmental issues.
x Serves Fort Bend, Harris, Kerr, Tom Green, and Travis Counties.
x Applications are due in March.
T.L.L. Temple Foundation
204 Champions Drive
Lufkin, TX 75901-7321
936/639-3900
x The T.L.L. Temple Foundation has played a part in a number of worthwhile projects and programs in
East Texas. The San Augustine County Courthouse was partially funded by a grant awarded to the San
Augustine Garden Club the T.L.L. Temple Foundation.
The Trull Foundation
404 Fourth Street
Palacios, TX 77465
361/972-5241
www.trullfoundation.org
x The Trull Foundation grants funds to nonprofit, government, and religious organizations to help direct
lives away from child abuse, neglect from hunger, poverty, and help persons and families devastated
by the effects of substance abuse. The Foundation also has a concern for the coastal Texas
environment including farming, ranching, aquaculture, and birds.
x The Foundation usually does not grant funds for buildings, endowments, or research.
x Serves Palacios and Matagorda Counties.
x Applications are accepted year round.
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The Waco Foundation
1227 N. Valley Mills Drive, Suite 235
Waco, TX 76710
254/754-3404
www.wacofoundation.org
x The Waco Foundation’s grantmaking priorities are disadvantaged children and youth, low-income
populations, disabled individuals, and traditionally marginalized populations.
x Guidelines state that funding historic preservation is a low priority, but the foundation has funded
preservation projects such as the Junior League of Waco’s Clifton House.
x Grants are made to nonprofit organizations.
x Serves communities in Waco-McLennan County area.
x Applications are accepted year round.
Wharton County Community Foundation
102 N. Washington
El Campo, TX 77437-4431
979/543-2709
whartonccf.org
x The purpose of the Wharton County Community Foundation is to improve the quality of life for the
people of Wharton County.
x Serves communities in Wharton County.
Wichita Falls Area Community Foundation
807 8th Street, Suite 750
Wichita Falls, TX 76301
940/766-0829
www.wfacf.org
x Wichita Falls Area Community Foundation responds to long-standing as well as to new and emerging
local needs. The foundation will consider funding for special projects, innovative programs, equipment
and capital building needs.
x Grants can be awarded for the support of historical restoration and preservation projects.
x Serves communities in the Wichita Falls area.
x Letters of intent are due in January and August, with grant proposals due in February and September.
Lola Wright Foundation
612 Toledo Trail
Georgetown, TX 78628
512/869-2574
fdnweb.org/lolawright
x Lola Wright Foundation supports children and youth, public health and human services, education and
community development, and arts and culture.
x Grants are made to nonprofit organizations.
x Serves communities within a 50-mile radius of Austin.
x Applications are due in February and August.
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Federal Grant Resources
x United States Government’s Official Web Portal – www.usa.gov
x Grants.gov – grants.gov
x The Catalog for Federal Domestic Assistance – www.cfda.gov
x eCivis grant management system – www.ecivis.com
x The Federal Register – www.archives.gov/federal-register/index.html
x State, Tribal, and Local Plans and Grants (National Park Service) – www.nps.gov/orgs/1623/index.htm
x Show Me the Money: Tapping Federal Funds for Historic Preservation (National Park Service) –
www.nps.gov/hps/hpg/downloads/Show-Me-the-Money-Oct2011.pdf
x United States Department of Transportation – www.dot.gov
State Grant Resources
x Economic Development Handbook – www.governor.state.tx.us/files/ecodev/txecodevohdbk2013.pdf
x Friends of the Texas Historical Commission Development Seminar Series –
thcfriends.org/development-series
x Regional Foundation Library – ddce.utexas.edu/foundationlibrary
x State Grants Team – www.governor.state.tx.us
General Grantwriting Resources
x Charity Channel – www.charitychannel.com
x Council on Foundations – www.cof.org
x The Foundation Center – http://foundationcenter.org
x Forum of Regional Association of Grantmakers – www.givingforum.org
x Fundraising Online – www.resource-alliance.org/pages/en/fundraising-online.html
x Grant Seeker’s Guide to the Internet – www.nonprofit.net/info/guide.html
x Grants, etc. – archive.ssw.umich.edu/resources/index2.html?collection=grants
x The Grantsmanship Center – www.tgci.com
x Guidestar – www.guidestar.org
x Independent Sector – www.independentsector.org
x Nonprofit Gateway – www.usa.gov/Business/Nonprofit.shtml
x Nonprofit Genie – www.thenonprofitgenie.com
x Philanthropy Journal Online – www.philanthropyjournal.org
x The Philanthropy Roundtable – www.philanthropyroundtable.org
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ABAT-SON: large louvers in a belfry designed to direct the sound of church bells
towards the ground.
ABSORPTION: the amount of water a brick will soak up. The percentage of absorption
for a piece of brick is measured by subtracting its dry weight from its wet
weight, dividing the difference by the dry weight.
ALTAR : the table in a Christian church which is used as the focus of a religious ritual.
ANCHOR: a metal clamp fastened to the outside of a wall, or between two materials,
and used to tie elements together.
APRON: a piece of interior trim found below the stool of a window. Also used to
describe paneling found on the exterior of a building.
ASTRAGAL DEHDGZKLFKLVXVXDOO\KDOIURXQGZLWKD¿OOHWRQRQHRUERWKVLGHV
Term is often used to describe the classical molding consisting of a small
convex molding decorated with a string of beads or bead-and-reel shapes.
$OVRDPHPEHURUFRPELQDWLRQRIPHPEHUV¿[HGWRRQHRIDSDLURIGRRUV
or casement windows to cover the joint between the meeting stiles and to
close the clearance gap.
AWNING WINDOW: type of window in which the sash projects outward, hinged on
top.
BALUSTER: one of a number of short vertical members, often circular in section,
used to support a stair handrail or coping.
BALUSTRADE: a series of short pillars or other uprights connected on top by coping
or a handrail and usually on the bottom by a bottom rail; found on staircases,
balconies, and porches.
BASE: the lowest portion of a column or other architectural structure.
BASEMENT W INDOW: window with wood or metal in-swinging sash hinged at either
the top or bottom.
BEADED BOARD DWRQJXHDQGJURRYHZRRG¿QLVKPDWHULDOFRQVLVWLQJRIXVXDOO\
4” or 6” boards with a milled bead along the centerline and along the edge
adjoining the tongue. Commonly used for porch ceilings and for wainscots in
mid 19th to early 20th century housing.
BEARING W ALL DZDOOWKDWVXSSRUWVPRUHWKDQLWVRZQZHLJKWVXFKDVDURRIRUÀRRU
BELFRY: a roof at the top of the tower, which holds the bell itself.
BELT COURSE DKRUL]RQWDOERDUGDFURVVRUDURXQGDEXLOGLQJ XVXDOO\DÀDWZRRG
member with a molding beneath.
BLISTERING: a condition, usually found on sandstone and sometimes on granite,
which involves swelling accompanied by the rupturing of a thin uniform skin
both across and parallel to the bedding plane; often leads to greater surface
peeling (exfoliation, delamination or spalling).
BOND: the systematic lapping pattern of brick masonry construction; or the adhesion
between items, such as that between plaster and masonry.
BOTONEE: a cross with arms terminating in the form of a trefoil.
BOX GUTTER (ALSO K-TYPE OR OGEE GUTTER): at the eaves of a building, a metal
trough with a nearly square or rectangular cross-section to catch rainwater and
carry it off. May be suspended from the cornice, incorporated into the cornice,
or inlaid in the roof surface near the bottom edge.
BOX-HEAD WINDOW: a window made so that the sash can slide vertically into the
wall space above the head.
BRACKET: any overhanging member projecting from a wall or column serving to
support any overlying member.
CANTILEVER: a projecting bracket used for carrying the cornice or the extended
eaves of a building. Also, a structural member which projects beyond its
supporting wall or column.
CAPITAL: the upper decorated portion of a pilaster or column which is supporting
an entablature.
Glossary of Terms
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CASING ¿QLVKHGYLVLEOHIUDPHZRUNDURXQGDZLQGRZRUGRRU
CAST IRON ,URQZLWKWRRKLJKDFDUERQFRQWHQWWREHFODVVL¿HGDVVWHHO
CAST STONE: precast concrete components made with a high degree of quality and
SUHFLVLRQ DOVRFDOOHG³DUWL¿FLDOVWRQH´
CAULKING WKHZHDWKHUUHVLVWDQWVHDOLQJRIDMRLQWE\¿OOLQJWKHYRLGRUFUDFNZLWK
a permanently elastic material.
CHAMFER: a bevel or cant, such as a small splay at the external angle of a masonry
wall. Also, an oblique surface produced by beveling an edge or corner.
CLADDING: a material used as the exterior wall enclosure of a building.
COLUMN: a circular upright member; usually slightly tapering. Designed to carry
an entablature or other load, but is also used ornamentally in isolation.
CONSERVATION: the careful preservation and protection of a natural or cultural
resource through planned management to prevent exploitation, destruction
or neglect.
C ONSOLIDATION: a process carried out in an effort to strengthen
masonry, particularly natural stone and concrete. The process
generally involves the application of an inorganic substance or the injection
of some type of a chemically-curable monomer or clear silicone polymer.
Silicon surface coatings, wax or other water-repellent coatings are also often
tried as consolidants.
COPING: a covering on top of a wall, usually of metal or masonry.
CORBEL DVWHSSHGFRQ¿JXUDWLRQDVLQPDVRQU\IRUPHGE\WKHSURMHFWLRQRI
successive horizontal courses.
CORNERSTONE: a stone which is located near the base of a corner in a building
and displays information recording the dedicatory ceremonies, and in some
instances containing or capping a vault in which contemporary memorabilia
are preserved; a foundation stone.
CORNICE: a decorative element projecting from a wall, forming a horizontal division
which crowns an architectural composition.
CORROSION: the surface deterioration of metal created by the chemical reaction of
the metal with moisture, oxygen, or a chemical substance.
COUPLED WINDOW (also double window): two windows separated by a mullion.
COURSE: a horizontal band of masonry.
CRENELLATION: a parapet with alternating solid parts and openings, especially used
LQPHGLHYDO(XURSHDQDUFKLWHFWXUHDORQJWKHWRSRIDIRUWL¿HGZDOOWKURXJK
which arrows or other weapons can be shot.
CRESTING: the ornamental work forming the top of a wall or screen, or the decorative
railing which runs along the ridge of a roof; oftentimes perforated as well as
decorated.
CRICKET: a small false roof or a canted part of a roof to throw off water from behind
an obstacle such as a chimney.
CROWN MOLDING a continuous decorative band located on the extreme top edge
of an exterior wall or in the area of transition between wall and ceiling.
CUPOLA: a dome-shaped roof on a circular base, often set on the ridge of a roof.
DENTILS: small square blocks located on cornices, moldings and other features;
usually found in series.
Door Frame: structure, surrounding door opening, to which the door is hinged.
DOOR Sill: the lower horizontal member of a door frame.
DOUBLE GLAZED WINDOW: a window with two layers of glass, often with an air
space between the panes, primarily for insulating purposes.
DOUBLE-HUNG WINDOW: windows in which both the upper and lower sash operate
vertically.
DOWNSPOUT: a pipe carrying water from the gutters to the ground or the sewer
connection.
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DRIP CAP: projecting horizontal molding located above doors, windows, and
archways which causes water to drip beyond the outside of the frame.
DUTCHMAN R EPAIR: process which involves replacing a small area of damaged stone
or wood with a new unit consisting of the same or a matching material. The
replacement can be wedged in place or secured with an adhesive.
EAVE : the portion of roof projecting beyond the walls.
ENGAGED COLUMN: a column that is in direct contact with a wall, but has at least
half of its diameter projecting beyond the surface of that wall.
EPOXY PATCH : an epoxy based compound applied in paste or putty form to repair,
H[WHQGRU¿OOVWUXFWXUDODQGGHFRUDWLYHZRRG/LTXLGIRUPVPD\DOVREHDSSOLHG
to strengthen or harden deteriorated wood.”
FACADE: an exterior face or elevation of a building.
FANLIGHT WINDOW: a semicircular window over a door or window with bars that
spread out from the center.
FASCIA DQ\ÀDWKRUL]RQWDOPHPEHURUPROGLQJZLWKOLWWOHSURMHFWLRQDVWKHEDQGV
into which the architraves of Ionic and Corinthian entablatures are divided.
Also any narrow vertical surface which is projected or cantilevered or supported
on any element other than a wall below.
FENESTRATION: the arrangement of windows and other openings on the exterior of
a building.
FINIAL: a formal ornament which caps a canopy, gable, pinnacle, or other
architectural feature.
FIXED WINDOW: a window in which the sash does not open or operate.
FLASHING: sheet-metal weather protection placed over a joint between different
building materials, or between parts of a building, in such a manner that water
is prevented from entering the joint.
FLAT A RCH DQDUFKZLWKDÀDWLQWUDGRV
FLAT SEAM METAL ROOF DURRIFRPSRVHGRIVKHHWPHWDOURR¿QJZLWKVHDPVWKDW
DUHIRUPHGÀDWDJDLQVWWKHVXUIDFHRIWKHURRI
FOOTING: the part of a foundation that is widened in order to spread the load from
the building across a broader area of soil.
GABLE: the triangular segment of an exterior wall on a building that has a ridged
roof.
GLAZED DOOR: a door with glass comprising all or almost all of its surface.
GLAZED PANEL DOOR: a door made up of vertical and horizontal wood members or
rails with sunken panels and a window.
GLAZED S HEATHED/FLUSH DOOR DÀDWGRRUXVXDOO\FRPSULVHGRIDWKLQSO\VXUIDFH
over internal structural members, with a window; can have solid or hollow
core type.
GLAZING: glass and its installation.
HIP: the angle formed at the junction of two sloping roof surfaces.
HIP ROOF (hipped roof): a roof consisting of four pitched surfaces.
H ISTORIC ARCHITECT: an architect meeting the Secretary of Interior’s
minimum professional qualifications in historic architecture
including a professional degree in architecture or a state license to practice
architecture and at least one year of study in architectural preservation,
$PHULFDQDUFKLWHFWXUDOKLVWRU\SUHVHUYDWLRQSODQQLQJRUFORVHO\UHODWHG¿HOG
or at least one year of full-time professional experience on historic preservation
projects.
INTEGRITY: the authenticity of a property’s historic identity, evidenced by the
survival of physical characteristics that existed during the property’s historic
or prehistoric period.
ITALIANATE: an architectural style characterized by multiple stories; low-pitched roof
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with widely overhanging eaves with decorative brackets beneath; tall, narrow
windows, often curved or arched above; windows frequently with elaborate
crowns, usually of inverted U shape. Buildings of this style are often topped
with a square cupola or tower.
JOIST RQHRIDVHULHVRISDUDOOHOWLPEHUEHDPVZKLFKDUHXVHGWRVXSSRUWÀRRUDQG
ceiling loads and which are also supported by larger beams, girders, or bearing
walls; the widest dimension is vertically oriented. ”
KEYSTONE: stone with a wedge shape located at the center of an arch.
LANCET: a tall, narrow window with a pointed arch at the top. Resembles a lance
and popular in Gothic architecture.
LIMESTONE: a sedimentary rock consisting of calcium carbonate, magnesium
carbonate, or both.
LINTEL: a horizontal structural member, usually made of wood, stone, or steel, that
supports a load over an opening. This can be exposed or obscured by wall
covering.
LOUVER: small lantern or other opening used for ventilating attics or other spaces;
often has wood slats.
MASONRY KLVWRULFDOO\VWRQHRU¿UHGFOD\XQLWVXVXDOO\ERQGHGZLWKPRUWDU LQ
modern terms, items such as concrete blocks are also called masonry.
MOLDING: a continuous decorative band used on the interior or exterior of a building
as an ornamental device or to obscure the joint formed when two surfaces
meet.
MULLION: vertical member dividing a window or other opening into two or more
lights.
M UNTIN: a secondary framing member which secures panes within
a window, glazed door, or window wall. Also, an intermediate
vertical member dividing the panels of a door.
NATIONAL REGISTER OF HISTORIC PLACES WKHRI¿FLDOOLVWRIWKH1DWLRQ¶VFXOWXUDO
resources which have been determined to be worthy of preservation. Properties
OLVWHGLQFOXGHGLVWULFWVVLWHVEXLOGLQJVVWUXFWXUHVDQGREMHFWVWKDWDUHVLJQL¿FDQW
in American history, architecture, archeology, engineering, and culture.
OGEE ARCH: a pointed arch composed of reversed curves, the lower concave and
the upper convex.
PANEL DOOR: a door made up of vertical and horizontal wood members or rails
with sunken panels.
PANEL W INDOW DIRUPRISLFWXUHZLQGRZFRQVLVWLQJRIVHYHUDOVDVKRU¿[HGJOD]HV
separated by crossbars, mullions, or both.
PARTING STRIP: a vertical strip of wood separating the sashes of a window.
PIER: an isolated column of masonry or concrete, generally having a low ratio of
height to width.
PILLARS: upright members used to support superstructures.
PLINTH: a square or rectangular base for column, pilaster, or door framing; a solid
monumental base to support a statue or memorial; or a recognizable base of an
external wall. Also in reference to the base courses of a building collectively,
if so treated as to give the appearance of a platform.
POINTING: forming and tooling of joints after the masonry units have been laid for
the purpose of protecting against weather and improving appearance.
PORTLAND CEMENT: a type of cement which forms a very hard, dense mortar with
low porosity.
PRESERVATION: the act or process of applying measures to sustain the existing form,
integrity, and material of a building or structure, and the existing form and
vegetative cover of a site. It may include initial stabilization work, where
necessary, as well as ongoing maintenance of the historic building materials.
PRIMER ¿UVWFRDWRISDLQWDSSOLHGRQDEDUHPDWHULDO
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RECONSTRUCTION: the act or process of reproducing by new construction the exact
form and detail of a vanished building, structure, or object, or a part thereof,
DVLWDSSHDUHGDWDVSHFL¿FSHULRGRIWLPH
RECORDED TEXAS HISTORIC LANDMARK (RTHL): resources designated by the Texas
Historical Commission under Texas Government Code, Chapter 442, as worthy
of preservation for their architectural integrity and historical associations. The
highest honor the state can bestow on historic structures in Texas.
REHABILITATION: the act or process of returning a property to a state of utility through
UHSDLURUDOWHUDWLRQZKLFKPDNHVSRVVLEOHDQHI¿FLHQWFRQWHPSRUDU\XVHZKLOH
SUHVHUYLQJWKRVHSRUWLRQVRUIHDWXUHVRIWKHSURSHUW\ZKLFKDUHVLJQL¿FDQWWR
its historical, architectural, and cultural values.
REPOINTING WKH¿OOLQJDQGWRROLQJRIRSHQMRLQWVEHWZHHQEULFNV
RESTORATION: the act or process of accurately recovering the form and details of a
property and its setting as it appeared at a particular period of time by means
of the removal of later work or by the replacement of missing earlier work.
RETAINING W ALL: a freestanding or laterally braced wall that bears against an earth
RURWKHU¿OOVXUIDFHDQGUHVLVWVODWHUDODQGRWKHUIRUFHVIURPWKHPDWHULDOLQ
contact with the side of the wall.
RIDGE: the horizontal line created by the junction of the upper edges of two sloping
roof surfaces.
RIDGECAP: a covering of metal, wood, shingle, or any similar material which is used
to cover the ridge of a roof.
RISING DAMP: ground water that travels upward through a masonry wall by natural
capillary action. Often indicated on the wall by an actual “tide line”.
ROUND-HEAD WINDOW: a window with a rounded or arched top member.
RUBBLE MASONRY: stone masonry built with rough stones of irregular shapes and
sizes.
SASH: the framework into which the panes of a window are set.
SCORE: the formation of a notch or groove in a smooth surface to create a pattern
or line as in ashlar masonry.
SOFT-BURNT BRICK VRIWEULFN EULFN¿UHGDWORZWHPSHUDWXUHVSURGXFLQJXQLWVRI
low compressive strength and high absorption.
SPALLS (spalling): sheets of masonry separated from the surface by the action of
water inside the masonry. Water soaking into the masonry causes spalling
when temperatures change, thus forcing the surface to expand and pop off
in pieces.
SPLASH B LOCK: a concrete or plastic precast block which diverts water at the bottom
of a downspout.
STABILIZATION: the act or process of applying measures designed to reestablish
a weather resistant enclosure and the structural stability of an unsafe or
deteriorated property while maintaining the essential form as it exists at
present.
STANDING SEAM METAL ROOF: a sheet metal roof with seams that project at right
angles to the plane of the roof.
STATE A RCHEOLOGICAL LANDMARK (SAL): designation made by a vote of the Texas
Historical Commission (THC) in order to protect an archeological site or
historic structure under the Texas Antiquities Code. Designation places the
UHVRXUFHLQDVWDWHZLGHLQYHQWRU\RIVLJQL¿FDQWVLWHVZKLFKDOORZVORQJUDQJH
protection planning for the cultural heritage of Texas. It also provides that
a designated resource cannot be removed, altered, destroyed, salvaged, or
excavated without a permit from the THC.
STILE: one of the vertical structural members of a frame, such as the outer edge of
a door or a window sash.
STRIKING WKH¿QLVKLQJRIDMRLQWZLWKDQ\RIDYDULHW\RIWRROV
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TOOLING: forming a masonry joint to a particular shape.
TRANSOM: a window unit above a door.
TREFOIL: a decorative motif having three lobes, like a clover leaf.
TRIGLYPHS: the three vertical bands which alternate with the metopes on a Doric
frieze or its derivatives.
TRIM: edging or framing of openings and other features on a facade or indoors.
Often of a different color and material than that of the adjacent wall surface.
VENEER: a decorative layer of brick, wood, or other material which provides a
cover for inferior structural material and gives an improved appearance at a
low cost.
WATERPROOFING: the act or process of making something impervious to water.
WEATHER S TRIPPING: piece of metal, wood or other material installed around a door or
ZLQGRZRSHQLQJWRSURWHFWDJDLQVWDLULQ¿OWUDWLRQDQGPRLVWXUHSHQHWUDWLRQ
WINDOW: an opening in a wall, primarily to provide light or ventilation. See
also Awning Window, Austral Window, Bay Window, Bow Window, Box-
Head Window, Bull’s Eye Window, Combination Window, Cameo Window,
Casement Window, Chicago Window, Clerestory Window, Coupled Window,
Continuous Window, Double Glazed Window, Double-hung Window, False
Window, Fixed Window, French Window, Fanlight Window, Gable Sash
:LQGRZ+RSSHU:LQGRZ,QGXVWULDO:LQGRZ-DORXVLH:LQGRZ/DWWLFH
Window, Oriel Window, Palladian Window, Panel Window, Projected Window,
Pivoted Window, Round-head Window, Ribbon Window, Single-hung Window,
Sliding Window, Stacked Window Unit, Triple Window, Triple Glazed Window,
Triple-hung Window, Transom.
WINDOW FRAME: frame set in wall to receive and hold a window and its
hardware.
WINDOW SILL: lower, usually projecting, lip of a window frame.
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Ability Experience References Prev. Proj TOTAL AVG
EJ 25 20 22 25 92
TL 20 15 20 25 80
BS 30 20 20 30 100
MS 25 20 15 20 80
TOTAL 352 88
G Creek Construction
GRACE HERITAGE REHABILITATION
RFQ EVALUATION SUMMARY
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City of Georgetown, Texas
Government and Finance Advisory Board
June 29, 2016
SUBJECT:
Cons id eration and p o s s ib le ac tion to approve a renewal o f the ES RI Small Government Enterprise Lic ens e
Agreement fo r GIS mapping s o ftware for a total of $115,111.50 over three year - Greg Berglund, Assistant
Direc tor, Info rmation Technology
ITEM SUMMARY:
Staff rec o mmend s that the City renew its Small Go vernment Enterp ris e Licens e Agreement (SGELA) with
ES RI. ESRI is the C ity’s vendor fo r Geographic Informatio n Sys tem (GIS ) mapping s o ftware. The ESRI
s mall go vernment s ite licens e is a disc o unted three year contrac t in which the C ity pays a flat yearly fee
and, in return, is ab le to ins tall an unlimited number o f GIS software licens es o n o ur s ervers and
works tatio ns witho ut additio nal costs . The s ite lic ens e includ es all majo r so ftware products offered b y
ES RI. The yearly fee is b as ed on a community’s C ens us population. Continuing the site lic ense o ffers
s everal ad vantages :
ESRI pric ing s trategies make the s ite lic ens e mo re c o s t effective fo r c ities the s ize of the
Geo rgetown
New so ftware s ys tems o ver the next three years (i.e., Custo mer Informatio n Sys tem, P arks and
Rec reatio n management sys tem) will inc reas e the number o f GIS software lic enses needed to
p ro vide geo graphic d ata to tho s e sys tems
The SG ELA allows bud geting for a set amo unt o f software maintenanc e c o s ts as opposed to s eeing
large s tep inc reas es o cc urring in a single year
Allows map p ing s taff to exp and its GIS s oftware toolset and fully cap italize o n the City’s GIS
inves tment
Inc ludes training o p p o rtunities for mapping p ers o nnel
FINANCIAL IMPACT:
The yearly c os t of the three year s ite licens e is $38,370.50 p er year (2016 – 2018). T he p rice has inc reas ed
s lightly for the next three years bec ause p ricing is b as ed on a City’s Cens us population being und er 50,000
p eo p le. The City Cens us p o p ulatio n is listed at 54,814 whic h is 9.63% o ver the 50,000 population
allo wance inc reas ing the pric e by $3,370.50 p er year. FY 2016 amount is bud geted under acc o unt 570-5-
0641-51-341.
SUBMITTED BY:
Greg Berglund , As s is tant Direc tor, Information Technology
ATTACHMENTS:
Description Type
Licens e Agreement Backup Material
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