Joseph White House Rickman Equestrian Park: Long-Term Use Goal
Joseph White House Rickman Equestrian Park: Long-Term Use Goal
Public/Private Partnership
Business (House)
Utility (Springhouse)
Responsible Party:
The Joseph White House (c. 1820) has undergone a major Phase 1 rehabilitation, including restoration of all
doors and windows, total interior structural repair, the roughing-in of all mechanical systems, and the
repointing of exterior brickwork. This work was completed in 2004 using CIP funds.
Goal: Complete exterior rehabilitation of the Joseph White House using CIP funds totaling
$34,147.
Objective: Complete exterior rehabilitation, specifically restoring the historic front porch during 2005-
06 using CIP funds.
Goal: Find a private partner willing to complete the rehabilitation of the Joseph White House and
put it to an appropriate use.
Objective 1: Put out an RFP for a public-private partner to complete the rehabilitation, mainly the interior,
and to and reuse the historic building during 2005-2006.
Objective 2. Select a private partner and execute a lease agreement during 2006.
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H. Dunbar Darby House & Store
Beallsville
Long-Term Use Goal:
Public/Private Partnership
Residential (House)
Mercantile (Store)
Responsible Party:
Acquired this early 20th-century pair of buildings in 2004 under the Legacy Open Space (LOS) program.
The Department has secured the store against weather and vandals until a partner can be found.
Goal: Stabilize the Darby House and Store and enter into a public-private partnership to achieve
full rehabilitation and secure the best use for the property (preferably as a store, bed-and-
breakfast, or antique store/ residence for storeowner).
Objective 2: Put out an RFP in calendar year 2005-2006 to find the best partner to continue the
rehabilitation and determine the best use of this building.
Objective 3: Select a private partner and execute a lease agreement during 2006.
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James King Barn
South Germantown
Regional Park
Public/Private Partnership
Assembly
Responsible Party:
The Commission purchased this 1930s dairy barn in the late 1960s. The Department restored the barn and
added missing roofs to the existing, original silos in 2001-2002. Architectural and engineering plans have
been completed for improvements to allow occupancy for use of the building as a museum.
Goal: Work with the identified private partner to open the barn as the MOOSEUM.
Objective 1: Work with the Friends of the James King Barn to open the MOOSEUM to the public, first
and foremost installing sprinkler and life safety systems.
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Boyd-Maughlin House
Black Hill Regional Park
Public/Private Partnership
Residential
Responsible Party:
The Commission began acquiring land in this area in the 1970s. By 1994, it had entered into a
public/private partnership with a caretaker family on this house.
The house, which was acquired in a very deteriorated state, has been the subject of an ongoing
rehabilitation.
Goal: Continue to monitor maintenance and rehabilitation of the house as undertaken by the private
partner.
Objective 1: Maintain the public/private partnership so that the property receives preventive maintenance.
Objective 2: Find a mechanism for making the property accessible to the public once a year.
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Rock Creek Stables
(Meadowbrook Stables)
Rock Creek Park
Public/Private Partnership
Not Applicable
Responsible Party:
Inspection: Enterprise
Funding: Enterprise
The stables were built in the 1930s on park property and conveyed to the Commission. The conveyance was
the subject of the Commission’s first public/private partnership. The Department has rehabilitated the
building and put a new roof on it. The Department has entered into a partnership with a concessionaire who
is maintaining and operating the stables as an equestrian center. The concessionaire has commenced an
extensive series of equestrian-related alterations on the site.
The farrier’s shed, or blacksmith’s shop, has been rehabilitated by Central Maintenance crews using CIP
funds.
Goal: Work with the private partner to maintain this property as an important historic site and as
one of the County’s best equestrian centers.
Objective: Work with the private partner to see that improvements to the property are in keeping with its
historic character and park setting.
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Seneca Store (Poole Store) and
Upton Darby House
Seneca Landing Special Park
Long-Term Use Goal:
Public/Private Partnership
Responsible Party:
Store Inspection: Property Management
Store Funding: Property Management
House Inspection Historic Preservation, Property Management (also includes outbuildings)
House Funding: Property Management (also includes outbuildings)
This pair of buildings started out as a general store and a mill owner’s house, which explains why they are
categorized as two different heritage themes. The Commission acquired the buildings to hold them for the
state in the mid-to-late 1970s. The store and house are leased to a concessionaire, the Poole family, which
has maintained the buildings (and other outbuildings) over a long period of time. The Department has
undertaken major exterior rehabilitation work on both the house and store as well as performed some
maintenance.
Objective 1: Maintain the store as a community amenity by retaining it as a working store. Use $30,000
in fiscal year 2010 to paint the store.
Goal: For the long-term, consider the potential of this property as a major interpretive center to tell
the story of the County’s waterways. Its location near the C&O Canal, Potomac River, and
Seneca Creek plus substantial, surrounding acreage owned by federal, state, and county make
this an attractive option.
Objective: For the long-term, seek out a partner to support a waterways interpretive center.
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Hyattstown Mill and House
Little Bennett Regional Park
Public/Private Partnership
Assembly (mill)
Residential (house)
Responsible Party:
This pair of buildings was acquired in the 1970s. In 1998, the Commission entered into a public/private
partnership with an arts group to maintain the buildings and open the mill. The Department rehabilitated the
exterior of the mill and house. The private partner has done additional interior rehabilitation work and
cleaned up the grounds. The organization runs public programs in the mill that focus on the arts, history,
and the environment.
Goal: Work with the existing private partner and maintain this mill and house as publicly
programmed sites.
Objective 1: Continue to incorporate these buildings in the Little Bennett Master Plan to make sure they
are highlighted for their heritage tourism potential.
Objective 2: Monitor the currently advertised RFP for private partners to best ensure that respondent with
good idea for future interpretation/use is selected.
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Robert B. Morse Filtration Plant
Burnt Mills East and West Parks
Public/Private Partnership
And Park-Related Use
Assembly (West)
Residential (East)
Responsible Party:
The Commission acquired these 20th-century Colonial Revival buildings in the late 1990s from the
Washington Suburban Sanitary Commission (WSSC).
Goal: Find strong public/private partner(s) to rehabilitate and reuse the buildings. Maintain them
in the meantime.
Objective 1: Work with Department task forces handling housing initiatives (such as the recent REOI on
“Employer Assisted Housing Development and Management Opportunities on Park
Property”) to look for partners for the east building.
Objective 2: Work with Trail Planning Staff to use the building on the west as a trailhead for the Rachel
Carson Greenway.
Objective 3: Using SmartParks, generate work orders to better maintain these properties.
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Kensington Cabin
Kensington Cabin Local Park
Public/Private Partnership
Not Applicable
Assembly
Responsible Party:
This rustic cabin was built in the 1930s on parkland. The cabin has been vacant and suffering from deferred
maintenance. In 2005, the Town of Kensington and the Commission entered into a partnership for local use
of the cabin wherein the Commission will earmark funds for its rehabilitation and the Town will handle the
rehabilitation and operate the building.
Goal: Execute the partnership with the Town of Kensington so that rehabilitation of the cabin can
commence.
Objective: Begin the rehabilitation of the cabin in calendar year 2006 via an $88,000 grant to the Town.
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Bureau of Animal Industry
Norwood Local Park
Public/Private Partnership
Not Applicable
Business
Responsible Party:
The Commission purchased this building in 1936 after the Chevy Chase Terrace Community Association
petitioned the Commission to do so. The community wished to rid itself of the particular government
facility that had been operating there. In more recent times, the building has been operated as a community
recreation center. It has never been rehabilitated and is not currently set to receive CIP funds between 2006-
2010.
Goal: Work with the private partner and other Commission divisions to rehabilitate the building
either for continued use as a community center or for a new use that also serves community
needs.
Objective 2: Coordinate with private partner and other divisions to evaluate best use for the building.
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The Brainard Warner Property
Kensington
Technological Innovation
Responsible Party:
This property was purchased by the Department in December 2005 for its value as the 1890 home of
Brainard Warner, considered to be the founder of Kensington for his development of the garden suburb of
Kensington Park, the 1893 Noyes Library, and the Kensington Electric Railway line. Initial plans for
studying adaptive reuse options are being developed by the Department in conjunction with the Town of
Kensington.
Goal: Develop viable adaptive reuse options that maintain the character of this Late Victorian
home. Attract a public/private partner to implement them.
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4.3 Capital Improvement Program
The CIP is completed every two years and projected for a six-year cycle. Currently, it is
completed through fiscal year 2012, four years short of the end target for this Strategic Plan. For
purposes of this plan, some of the Top 20 priority projects are recommended to receive capital
improvement funds in this Strategic Plan, but not all. This is due either to the fact that no
projections have been calculated beyond 2012 or because some of the necessary bricks-and-
mortar projects will be funded through public/private partnerships.
Below are tables spelling out the Capital Improvement Program as it currently stands relating to
cultural resources. Following that is an outline of four steps that the Department should take to
gain more specific capital improvement cost projections in the future.
Table 4-1: Projected CIP Expenditures for Top 20 Resources
FY06 FY07 FY08 FY09 FY10 FY11 FY12
Woodlawn Barn (design & construction) $340,000* $500,000 $300,000
Oliver Watkins House $60,000 $ 210,000
Bussard Farm $70,000*
Fisher Barn (Seneca Stone Barn) $225,000
Holland (Red Door) Store $285,000
Joseph White House $34,000*
*Some FY06 dollars include funds from previous fiscal years that must be disbursed in FY06.
Table 4-2: Projected CIP Expenditures for Other Long-Term Use Goal Categories
*Some FY06 dollars include funds from previous fiscal years that must be disbursed in FY06.
TOTAL (from both charts) $472,000 $500,000 $300,000 $300,000 $300,000 $300,000 $300,000
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CIP Goals are:
The spreadsheets that accompany this Plan assign division(s) within M-NCPPC as “Responsible
Party - Inspection” and/or “Responsible Party – Funding.” These indicate existing conditions
within the parks, with a recognition that these assignments may shift over time. For example,
while Historic Preservation or Park Managers may be shown as inspecting projects now in some
parks, more properties will be inspected by private partners when new users occupy currently
vacant buildings. Regardless of the assignment, the “Responsible Party-Inspection” should
regularly conduct a windshield inspection of the buildings, looking for any major changes.
The “Responsible Party – Funding” division should spearhead capital improvement projects and
annual maintenance. Note: Money for annual maintenance may be charged back to Historic
Preservation’s annual maintenance for park resources budget using the “charge back”
option. All work should be done in concert with the Historic Preservation Section to garner
its expertise and to make sure the project conforms to the goals of this Plan. There should
be semi-annual coordinating meetings between the various divisions with responsibilities
for historic resources.
Analyze each of the Top 20 Properties more intensively to assess short and long-term capital
improvement needs. This could be done in either of two ways, both requiring outside contractors
given present staffing capability: Replacement Cost Appraisals or Restoration/Rehabilitation
Estimates.
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4.3.2.2 Replacement Cost Assessments
As another approach, the Department could contract out Historic Replacement Cost Assessments
by qualified historic building inspectors:
Employ the tool of contracting pre-qualified vendors for “On-Call Architecture and Engineering
Services.”
Such long-term retainers could be used for restoring historic buildings (capital improvement
projects) and/or conducting certain types of routine maintenance (see below). “On Call Services”
contracts—routinely used by the federal government--are an excellent means of eliminating
Requests for Proposals and bid analysis for each and every step of historic building
stabilization/restoration.
Streamline the procurement process for contracting with preservation specialists for Historic
Structures Reports or Cultural Landscape Reports. These in-depth reports would be extremely
useful for those relatively few properties (historical or landscape) that hold significance
7
The NTIS might only provide such a report if historic insurance packages were being considered for historic
structures separate from the County’s own self-insurance and additional blanket commercial policy, which only
insures for reasonable replacement value, not the re-creation of historic materials.
8
A typical Home Inspection Report or Appraisal costs approximately $350 - $400 per building.
9
This latter step requires experience with costing out historic building materials, since Marshall & Swift and similar
cost guides are “useless” for historic buildings.
65
deserving of intensive historical study. These reports typically include a detailed historic
construction chronology and recommendations for specific restoration/rehabilitation steps and
the costs associated with them.
Whereas the Department now has a zero budget for preventive (or, repetitive) annual
maintenance of the Department’s cultural resources, this plan shows that $375,258 is necessary
for future annual maintenance of the Top 20 Priority Projects and $146,314 is necessary to
maintain important resources in other Long-Term Use Goal categories. This makes for a total
annual maintenance need at present of $521,572. As a conservative first step in creating this new
annual maintenance program, this Plan requests that $400,000 be devoted to an annual
maintenance operating budget.
This money, if allocated, will be used for basic maintenance money, not capital improvement
projects, which were described in the previous section. The total dollars cited above were
developed according to formulas specifically prepared for this Strategic Plan in order to bring
historic resources into SmartParks and move quickly forward with maintenance. This is
necessary in order to partially make up for years of “deferred maintenance.”
The following six goals, if implemented, would carry the Department forward in protecting and
promoting its historic resources:
Operating budget money must be specifically earmarked for historic buildings to be maintained
according to State/Federal law. Currently, the primary means of obtaining any funding for
historic properties is through CIP funding in the Restoration of Historic Properties PDF, but
these are limited funds that need to be directed to capital projects, not maintenance. Operating
funds should be allocated over the next ten years to Historic Preservation for the Cultural
Resources in Parks Maintenance Program (CRPMP).
The party identified in the spreadsheets as “Responsible Party–Inspection” is the party that
should be checking on the property on a regular basis. The party identified as “Responsible
Party-Funding” is the division of M-NCPPC that should be responsible for undertaking the
preventive and routine maintenance on historic buildings/cultural resources in the park system’s
portfolio. There should no longer be any instances of buildings “falling through the cracks”
because of miscommunication or ‘lack of ownership’ for maintenance problems occurring at
historic buildings. Using the “charge back” option, maintenance should be spearheaded by
those divisions designated as “Responsible Party-Funding.” There should be semi-annual
coordinating meetings between divisions with responsibilities for historic resources.
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4.4.3 Use SmartParks as Maintenance Management System
The historic resources inventory must be coordinated with SmartParks, which cues a pre-
programmed maintenance schedule for repetitive maintenance, internal and contractual work
orders, and cost tracking.
A critical component of the merger of data on historic resources from this Plan and SmartParks is
that historic park properties must be “flagged” with an identifying code so that Service Center
personnel are informed that any repairs must be approved by the Historic Properties Manager.
(Note: While most historic properties are already keyed with a “K” in the Park Code - the letter
that signifies a historic property - the ‘flag’ described above should be an additional one placed
into the system during work-order data entry.)
The Historic Preservation Section’s Historic Properties Manager should be assigned as the
“Chief Liaison” with SmartParks in maintaining the data and making contact with those from
other divisions spearheading work orders. In cases where Historic Preservation is the
“Responsible Party – Funding” for a specific property, the Historic Properties Manager can
become a “Shop” like other division liaisons.
Historic Preservation should work in conjunction with Responsible Parties on inspection and
rehabilitation. Until a better inspection checklist is developed, inspection of historic
buildings should require noticing major changes. Such changes would include damage due
to trees, water infiltration, substantial wood deterioration, missing windows, roof damage,
and the like. For buildings, such maintenance inspection should occur routinely when the
Responsible Party is at the site or at a minimum of six-month intervals. For structures or
objects associated with sites (gold mine entrances, trestle bridges, etc.) and archaeological
sites, such maintenance inspections should occur at least once a year.
As noted under the CIP section previously, consider contracting out an initial batch of priority
maintenance inspections until M-NCPPC can bring all maintenance initiatives comfortably in
house. Inspections of historic properties are best conducted by people with an expertise in
historic architecture.
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4.4.6 Develop a streamlined procurement process and use on-call service contracts
Institute long-term retainers/on-call service contracts for conducting certain types of routine
maintenance, such as termite treatment, painting, roof repair, etc. These contracts are excellent
means of eliminating the continual need for Requests for Proposals and bid analysis for every
step of historic building stabilization/restoration.
In addition to setting the six goals, it is essential to assign values to properties to establish initial,
ballpark annual maintenance costs in lieu of long-term and/or more costly evaluations. Property
value and annual maintenance go hand in hand because one cannot perpetuate a decent value on
a property if its buildings are not maintained. Currently, the Department has little data on the
value of its historic buildings since real property assessments and acquisition data combine the
values of land and improvements. Values from current insurance appraisals are not especially
useful either, since the Commission has a blanket insurance policy that factors in reasonable
replacement cost from typical building manuals that are not specific to historic structures.
Research was conducted for this Strategic Plan to determine how other agencies or organizations
with large building portfolios arrived at annual maintenance budgets. While models for how to
estimate the value of historic properties and establish budgets to conserve them can be found at
other local agencies like Prince George’s County, national agencies like the National Park
Service, quasi-governmental organizations like the National Trust for Historic Preservation,
private foundations, and private corporations, only one organization was found that used a
formula, rather than a case-by-case cost analysis. That organization was Yale University. A brief
synopsis of information gleaned from other organizations can be found in Appendix F.
Yale commissioned a private architectural firm to undertake a three-year study. The purpose was
to arrive at a formula that would estimate both the value of the school’s properties and the cost of
maintaining and rehabilitating/renovating them. Yale’s resulting formula was complicated. It
depended on dividing the building stock into categories; defining “useful life,” “capital
replacement,” and “maintenance;” and developing a conceptual cost model to project capital
replacement costs by assigning a useful life to individual components (structure, interiors,
equipment, etc.) and their subcomponents (foundation concrete, exterior doors, lighting, grading,
etc.). Appropriate useful life projections for individual components were determined from the
R.S. Means Facilities Maintenance & Repair Cost Data, 10 Yale’s experience, and the Association
of Physical Plant Administrators Standards. The Yale model determined figures that it termed
10
“There are several cost guides published by R.S. Means. One valuable resource is Historic Preservation – Project
Planning and Estimating,” by Swanke, Hayden Connell Architects (2000). It has a section entitled “Estimating
Construction and Maintenance Costs” that details how to establish a maintenance budget for historic buildings. It
describes the three main studies: 1) an Existing Building Analysis (EBA) that addresses replacement items; 2) a
Replacement Reserve Study (RRS) that also addresses replacement items; and 3) A Preventive Maintenance System
that consists of tasks that must be performed to prevent deterioration of architectural, mechanical, and electrical
building elements. (See Appendix D.)
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“Original Cost” and “80-Year Replacement Cost.” To simplify the results, Yale’s study found
it would cost between 1.5 and 2.5% annually of what amounted to a major renovation cost
to maintain its building stock.
Yale’s model is the one being used in this Strategic Plan in conjunction with “Estimated Value,”
a dollar value placed on each resource, which was derived through in-house analysis. The
Historic Preservation Section had to create this value because the Department does not have
figures that amount to “major renovation costs.” (The Department lacks value for improvements
separate from land, or has outdated values that don’t reflect the price of historic resources.) The
Estimated Value used in this Plan, therefore, is derived from multiplying the square footage of
the resource by a multiplier based on its current condition or its status as an outbuilding. (See
Table 4-4 and Appendix C.)
The Historic Preservation Section tested the multipliers against established norms, such as:
• The GASB audit, which uses $75 as a multiplier for a restroom (this Plan’s outbuilding
multiplier).
• The National Trust for Insurance Services, which says that historic building multipliers
can range from $200 per square foot for a building with a new roof to $1,000 per square
foot for the most high-style buildings.
• New construction, which values office-building construction typically at $100 per square
foot.
• Actuals from a few CIP and Legacy projects, which showed that a few known buildings
had values in the range of those ascribed to them.
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Table 4-4: Strategic Plan Annual Maintenance Cost Model
ESTIMATED VALUE
The Historic Preservation Section has developed an “Estimated Value” for each of the buildings the
Department owns. Estimated Value represents a value placed on a building in its current condition
taking into account its square footage and whether or not it is a primary building or an outbuilding.
The Estimated Value allows the Department to move forward in estimating annual maintenance
requests by using a formula. Note: The formulas do not address interpretive programming and/or
operating costs.
Multipliers:
• $300 for a Currently Restored building;
• $200 for a Currently Stabilized building;
• $150 for an Currently Endangered building; and
• $75 for an Outbuilding
• (Note: The Outbuilding multiplier overrides the current condition status multiplier.)
ANNUAL MAINTENANCE
The Historic Preservation Section has developed a formula for estimating Annual Maintenance for
historic park resources. This money would include repetitive maintenance and minor repairs (gutter
cleaning, roof patching), but not the cost of paying utility bills or major repairs. It would include the
cost of both materials and labor for repetitive maintenance and minor repairs.
The Annual Maintenance costs for historic resources are based on a percentage of Estimated Value.
The percentage multiplier in this formula is the low-end multiplier from the study developed for the
Yale University Facilities Planning Department. (See description of Maintenance Models above.)
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Table 4-5: Projected Annual Maintenance Expenditures for Top 20 Resources
Annual
Resource Name Maintenance
71
Table 4-6: Projected Annual Maintenance Expenditures for Additional Cultural Resources
Resource Name Cost (all structures)
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4.5 PROGRAMMING
Programming is a multi-layered process that involves determining a specific use for a resource,
creating a detailed plan that would put that use into action, developing the architectural and
engineering (A/E) program via plans and specifications so that the proposal can be implemented,
and having the necessary dollars allocated to undertake all of these interrelated steps.
This plan has made a number of strides in the programming effort. It has: a) assigned every
resource a Long-Term Use Goal, b) assigned every resource a Heritage Theme, and c) assigned
every resource a future building code identifier as a starting point for planning. The Plan
admittedly stops short of detailing the full extent of operational costs associated with a program
and of assigning architectural/engineering costs associated with activating each and every
building. These cost estimates require an extensive analysis and are not appropriate for a
strategic plan. They will be done through individual feasibility studies/Historic Structure
Reports.
The five programming goals outlined below will make it easier in the future, however, to activate
historic properties and result in more efficient spending.
4.5.1 Convey the idea of the cultural and economic values associated with park resources.
Park Managers should be provided with historical research on their properties as well as the
names of persons at Historic Preservation to contact when programming issues affecting historic
resources arise.
The Historic Preservation Section should lead or work closely with other involved divisions to
generate Feasibility Studies, Requests for Proposals, and selection of occupants.
Take steps to make it easier to generate Requests for Proposals and conceptual drawings for the
actual architectural and engineering programming work necessary to restore/rehabilitate cultural
resources. Either add in-house staff well versed in historical buildings (these would be historical
architects) or pre-qualify a select group of architects to take this work on as consultants.
Streamline the bidding process and re-evaluate the low-bid selection criteria.
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4.5.5 Implement an expanded historic marker program throughout the parks.
Now that the bronze marker program for roadsides is almost complete, the Department should
use the CIP funds allocated for markers to create laminated, fiberglass pictorial markers for
trailheads and trails in the parks. In FY06, $18,472 is available for this program and a strategy
for these markers has already been developed.
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