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AGENDA
ORANGE COUNTY
HISTORIC PRESERVATION COMMISSION
CONFERENCE ROOM # 1 - PLANNING & AGRICULTURAL CENTER
306 REVERE ROAD
HILLSBOROUGH, NORTH CAROLINA
April 28 , 1999
TIME PAGE AGENDA ITEM
7 : 00 1 . CALL TO ORDER
2 . CONSIDERATION OF ADDITIONS TO AGENDA
7 : 05 3 . APPROVAL OF MINUTES
01 a. March 24 , 1999
7 : 10 4 . CHAIR COMMENTS
7 : 25 5. ITEM FOR DISCUSSION AND DECISION
05 a. FY99-00 Historic Preservation Goals
The budget process for the FY1999-2000 fiscal year is underway. We will discuss
next year 's top priority for the historic preservation program; specifically, funding
for the Architectural History or The Oaks National Register nomination.
7 :55 6. ITEMS FOR DISCUSSION
13 a. Orange County Historical Architecture Manuscript : Reviewing the
Publishers ' Previous Work
What will the Orange County book look like ? Samples of previously published
volumes by Marblehead Publishing and R Williams and Associates will be
provided for take-home review. The publishers ' proposals are also included.
( continued)
8 : 15 7. STATUS REPORTS
33 a. Local Landmark Designations : Phelps Farm
45 b. White Oak Grove School National Register Nomination
47 c. St. Marys Road Corridor Project : Architectural and Archeological Surveys :
Time/Product/Payment Schedules
8 : 30 8 . ADJOURNMMENT
1
MINUTES
HISTORIC PRESERVATION COMMISSION
March 24, . 1999
Members Present : Tom Allison, Chair
Jean Anderson
Bob Rich
Patricia Samford
Members Absent : Rachel Gaya
Brenda Vanhook
Staff Present . Don Belk, Preservation Planner
Debra Graham, Administrative Assistant
AGENDA ITEM # 1 : CALL TO ORDER
Chairman Allison called the meeting to order at approximately 7 : 05 p .m .
AGENDA ITEM #2 : CONSIDERATIONS OF ADDITIONS TO AGENDA
None :
AGENDA ITEM #3 : APPROVAL OF MINUTES
a. February 24, 1999
b . March 10 , 1999
MOTION : Anderson moved to approve the minutes for February 24, 1999 and March ` 10 , 1999 .
Seconded by Rich .
VOTE : Unanimous .
AGENDA ITEM #4 : CHAIR COMMENTS
AGENDA ITEM #5 : ITEMS FOR DECISION
a . Request for Proposals — Archeological Survey of the St. Mary' s
Road Corridor
Allison asked if there was an advantage or disadvantage of using a professional firm as opposed to a
university type firm and asked Samford if she could give her remarks on this .
Samford responded that overall there would not be much difference . She noted that the two proposals
that were received were very different. She stated that there is not really an advantage of going with a
private firm versus a university-based firm .
Belk stated that he had expected to receive four proposals , one firm from Columbia backed out before the
deadline and the New South Associates firm in Mebane never responded .
Rich stated that personally he felt that Dr . Stine put a lot into the proposal and explained everything she
expects to do in detail . He noted that his feeling from the Wake Forest proposal was for the HPC to
gather everything together and send it to them .
Allison stated that he thought that Dr . Stine ' s previous work in the area was more relevant.
2
Anderson agreed that Dr . Stine ' s experience really counted .
Samford asked if she could vote on the proposal . She noted that one of the funs that she works for is
included in one of the proposals although they will not be doing the work . She also noted that she had
previously worked for Dr . Stine .
Belk stated that if Samford was named as one of the principal workers then it would be an issue, but
because of the indirect relationships and the fact that this is not an open-ended project, he stated that she
should be able to vote .
Samford stated that she agrees that Dr . Stine ' s proposal is more of what the Commission wants .
MOTION : Rich moved to accept the proposal submitted by Dr . Stine . Seconded by Samford .
VOTE : Unanimous .
Belk added that Dr . Stine ' s proposal will be a very useful tool and that her approach to preservation
reflects what the county wants to do .
AGENDA ITEM #6 : ITEMS FOR DISCUSSION
a. Orange County Historical Architecture Manuscript : Request for
Proposals
Belk stated that he had talked to the two publishers (B . Williams & Associates and Marblehead) and they
both have the manuscript as well as the archaeological component. He stated that he will be meeting with
Susan McDonald of Marblehead tomorrow and she will probably submit her proposal at that time . The
proposal from B . Williams will probably be received next week . He also noted that he hoped to have two
new members to the HPC by the April meeting . He thanked Allison and Anderson for agreeing to remain
on the Commission on a month by month basis until the new members are in place and hopefully until the
manuscript is done .
b . Architectural Survey of the St. Mary ' s Road Corridor
Belk stated that the State Office will do a contract for the architectural survey and he should be getting
this soon .
c. National Register Nomination — White Oak Grove School
Belk stated that he had talked with Richard Mattson . He stated that the contracts for both this nomination
and the architectural survey of St . Mary' s Road could be approved at the staff level . He reported that Iris
Chapman had talked with Todd Dickinson and received a quote on stabilizing the building and she is in
the process of raising $2500 from the alumni of the school to stabilize the roof and the building .
d . Local Landmark Designations
Allison asked if there had been any movement on the Phelps Farm . Belk responded that he had visited
the Phelps family, had talked with Rachel Phelps-Hawkins , and had also met with Mr . Joe Phelps . He
noted that an intern with the Planning Department is working on the project to show the family the
financial benefits of doing the national register and local designation . She is showing the Phelps some
possibilities for a development plan so that they can both preserve the farmstead and realize some
economic gain from developing part of the land . He stated that to date there has been no movement. He
noted that there is $ 10 , 000 in the budget, $ 3900 of which will be used for the White Oak Grove project,
with $ 6100 left to do the Phelps Farm . Belk stated that he will contact Mr . Phelps and indicate to him
that a decision is needed soon . He stated that the Phelps Farm can be kept on hold, but he will go ahead .
and get in touch with the other properties on the priority list to see if they are interested .
3
Allison stated that it seemed that the Phelps Farm wanted the county to fund the National Register
Nomination but they were not convinced that they wanted it to be designated as a local landmark . He
stated that he felt that there should be a commitment from the family that if the county funds the
nomination that they do the landmark designation .
Belk stated that if the county were to fund a national register nomination and the owner then destroys the
house, there is no recourse . Rich noted that if a property owner is not interested then move on to the next
one on the list .
Samford asked if two nominations could be done with the $ 6100 available . Belk responded that it would
probably be just one nomination and the remainder of the funds could hopefully be rolled over to next
year .
Allison suggested to designate Ayr Mount as a local landmark as soon as possible . Belk stated that he
would have a draft ordinance ready for the Commission for next month ' s meeting .
Anderson asked about the status of the Cabe Pratt Harris House (Riverbend Farm) . Belk responded that
he had not heard, but when the property is formally listed the Department will be notified . He stated that
he would have a status report for the Commission by the next meeting .
Belk noted that also for the next meeting he will have the manuscript materials for the HPC to review.
AGENDA ITEM #7 : INFORMATIONAL ITEMS
a. Letter of Recommendation for Carolyn Conner
b . Letter from John Reinhold re : development in The Oaks historic district
c . Letter from SHPO : National Register Nomination for the Carolina Inn,
Chapel Hill
d . Newsletter : NC African-American Network on Historic Preservation
e . Announcement: Annual Dinner of the Hillsborough Historical Society
f. January/February 1999 Bulletin from NC Heritage Tourism Manager
AGENDA ITEM #8 : ADJOURNMENT
Allison adjourned the meeting at approximately 8 : 10 p . m .
FY 1999-2000
ORANGE COUNTY BOARD OF COMMISSIONERS
PROPOSED GOAL
3/30/99
HISTORIC PRESERVATION
GOAL STATEMENT: Implement the goals and objectives of the Historic Preservation Element of the Comprehensive Plan
Goal Initiated/Proposed By: Board of County Commissioners/Historic Preservation Commission
Most Recent Version Adopted by BOCC: November, 1997
STATUS REPORT
This goal seeks to carry out the goals and objectives in the Historic Preservation Element of the Comprehensive Plan, which
was adopted by the Board in April, 1996. Work in FY 1999-2000 includes completion of the St. Mary's Road/ Trading Path
Historic Corridor project, which include money from both the State Historic Preservation Office and local matching dollars.
Other projects include publishing of a Historic Architecture manuscript and continuing the Local Landmark Designation
Program. The objectives in this goal for FY 1999-2000 are consistent with revisions made to the goal in fall of 1998.
. REQ �RE
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........ ...............................................................
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Completion of this goal will involve both local and grant funding. A grant of$4,000 has been received for the St. Mary's Road project,with
$6,000 in County funding and$10,000 for local landmark designations approved in the FY 98-99 budget. The objectives assume continuation
of funding for the Local Landmark program. In addition, the following commitment of existing staff resources will be required: Land Use and
Preservation Planner, ERC Director, and ERC Administrative Assistant. Approximately 1200 hours of volunteer time from the Historic
Preservation Commission is also needed to accomplish the goals.
1
FY 1999-2000
ORANGE COUNTY BOARD OF CONMSSIONERS
PROPOSED GOAL
3/30/99
.... . . . ........ .............. ..
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OBJECTIVE 1 Identify priority sites for National Register nominations and local landmark designations
DATE TASKS/MILESTONES TARGET FOR
ADOPTED COMPLETION
BYBOCC
Identify priority sites for National Register nominations and local- August - October
landmark designations 1999 and
ongoing
Contact landowners to invite participation in program October-
December 1999
and ongoing
Prepare National Register nominations and local designation reports for November 1999
White Oak Grove School and (possibly) the Phelps Farm - January 2000
and ongoing
Conduct public hearings on proposed designations February., 2000
or May, 2000
Historic Preservation Commission recommendation March 2000 or
June, 2000
BOCC decision April., 2000 or
July,, 2000
2
FY 1999-2000
ORANGE COUNTY BOARD OF COMMISSIONERS
PROPOSED GOAL
3/30/99
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OBJECTIVE 2-To utilize Certified Local Government grants and local matching funds to implement goals of the
Preservation Element
DATE TASKS/MILESTONES TARGET FOR
ADOPTED COMPLETION
BY BOCC
Submit proposals for Certified Local Government (CLG) Grant October 1999 -
Se tember 2001
Consideration of CLG projects; recommendations forwarded from HPC to October-
BOCC November, 1999
BOCC consideration of HPC proposal for CLG Grant. December., 1999
Certified Local Government grant application approved by BOCC and January, 2000
forwarded to State Historic Preservation Office. Conduct public hearings
on proposed designations.
Grant Awards announced by State Historic Preservation Office March-April.,
2000
HPC and staff prepare requests for professional services to conduct May-June., 2000
grant project; recommendations forwarded to BOCC for consideration
Contractual agreements reviewed by HPC/Staff and approved by BOCC; July-August,,
grant project work commences 2000
Grant project work period ends. September., 2001
3
FY 1999-2000
ORANGE COUNTY BOARD OF COMMISSIONERS
PROPOSED GOAL
3/30/99
.......... ....... ......... ..........
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.......... ...
.............. .... ...
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OBJECTIVE 3 -To complete Preservation Planning Study for the St. Mary's Road/Trading Path Historic Corridor
DATE TASKS/MILESTONES TARGET FOR
ADOPTED COMPLETION
BYBOCC
Consultants complete architectural and archeological inventory of the Ongoing through
St. Marys Road/Trading Path Historic Corridor September 1999
Provide status report of survey findings to St. Mary's Road property July-September
owners. 1999
Presentation of survey findings to BOCC; recommendations from HPC for October -
continued planning November., 1999
4
FY 1999-2000
ORANGE COUNTY BOARD OF COMMISSIONERS
PROPOSED GOAL
3/30/99
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OBJECTIVE 4-To publish the historical architecture manuscript
DATE TASKS/MILESTONES TARGET FOR
ADOPTED COMPLETION
BY BOCC
Historic Preservation Commission recommends publisher for July- August,
Architectural History of Orange County; contractual agreement reviewed 1999
and approved by BOCC; production schedule established
Develop publicity campaign to invite community involvement and private July- September
donations 1999
Pre-press production: copy editing, proofreading, indexing, October 1999 -
design/composition and typesetting February 2000
Printing and binding; publicity and book release March - April,
2000
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North Carolina Department of Cultural Resources
James B. Hunt Jr. , Governor Division of Archives and History
Betty Ray McCain, Secretary Jeffrey J. Crow, Director
April 6 , 1999
Mr. Don Belk , Preservation Planner
Post Office Box 8181
Hillsborough , North Carolina 27278
Re : Oaks Rural Historic District National Register Nomination
Dear Mr. Belk:
Thank you for your application for 1999 federal preservation grant funds
administered by the State Historic Preservation Office ( HPO ) of the North
Carolina Division of Archives and History . The funds are made available
through- the state from the Historic Preservation Fund ( HPF ) administered by the
National Park Service , U . S . Department of the Interior. This year, thirty-six grant
applications were received from North Carolina applicants , requesting $298 , 147
in federal assistance . However, only $70 , 000 in subgrant funds were available
to meet the important preservation needs outlined in the applications .
The 1999 applications involved many projects of extraordinarily high quality and
competition was very keen . We would like nothing better than to be able to
award grants to all of the applicants . However , limited funding and budget
restrictions on the federal and state levels , combined with increasing state -
mandated duties within the HPO , make this impossible this year. As a result ,
your project is not among those that were selected to receive federal grant
assistance in 1999 ,
We are disappointed that we cannot fund a greater number of worthwhile
proposals such as the Oaks Rural Historic District National Register Nomination ,
but perhaps you can find a nonfederal funding source to accomplish the goals of
your project . Besides county and city monies and donations from local
organizations , many communities and groups have solicited funds from
corporations , private foundations , individuals , and the National Trust for Historic
Preservation . I also encourage you to apply for a HPF grant again - later this
year, provided Congress includes the program in its FY 2000 - 2001 budget.
109 East Jones Street • Raleigh , North Carolina 27601 =2807 g��
Mr. Don Belk
April 6 , 1999 , page 2
In addition , special appropriations are occasionally allocated by the North
Carolina legislature for the purpose of promoting local and regional history . The .
state ' s projected revenue shortfall for this year reduces the likelihood of those
grants being made . Nevertheless , it is still possible some funding for local
history and preservation projects may be appropriated in 1999 . For more
information about the state grants program , contact Jo Ann Williford , assistant to
the director, Division of Archives and History , 109 East Jones Street , Raleigh ,
North Carolina 27601 -2807 , telephone 919/733-7305 .
Although your grant application for a Oaks Rural Historic District National
Register Nomination was not awarded federal preservation funds this year , we
can offer a limited number of other services that may help to enable you to
accomplish your preservation objectives . Such assistance , available free of
charge , can include technical advice and suggestions on sources for supplies ,
services , and experienced personnel .
The State Historic Preservation Office can also make available to the public low
cost in -house photographic services and access to our data base on
archaeological and historic resources information . If you can identify an
alternate sources of funding for your project and would like to take advantage of
any of these services , please write or call Linda Harris Edmisten , grants
administrator, at the letterhead address , telephone 919/7334763 ,
Sincerely ,
David Brook
Deputy State Historic Preservation Officer
DB : the
cc: Secretary Betty Ray McCain
Dr. Jeffrey J . Crow
Linda Harris Edmisten
Jo Ann Williford
John Link
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MANLEHEAD
TO : Donald R. Belk, AICP, Preservation Planner
Orange County Historic Preservation Commission
FROM: Susan McDonald
DATE : March 25 , 1999
-- --- - - - - ---- - - - - - -- ---- -- - - ----------- --------- =- --- - - -- --- ------ - - - - - --- -- ---- --- -------- -- -------- -
RE : Orange County Architectural History
Enclosed is our proposal for pre-press, printing and binding services for the above referenced
project . Please note that all prices are based on a manuscript of approximately 102 pages and 175
halftones (includes photos and memorabilia collected from citizens) , producing 144 final typeset -
book pages . An optional quotation is provided in case the materials warrant an additional 16
pages .
Note that client alterations to proofs and die charges are not included. We suggest that for
budgetary purposes, you allow an additional 10% to 15 % of your total pre-press cost for proof t
alterations . Die charges for the book cover and spine are based on the intricacy of the design. Die
charges can range from $250 . 00 to $ 1 ,200 . 00 .
Note that the shipping/handling of copy, halftones and proofs will be billed at net cost on the final
pre-press invoice , Also , we have quoted an estimate for freight to Hillsborough, NC 272780
In order to eliminate sales tax charges, a North Carolina Sales & Use Tax Number or tax
exemption forms must be submitted to us from the Preservation Conmussion,
I would be happy to meet with the Preservation ' Commission to clarify any portion of our
proposal, or to answer questions ,
Kaye Lasater Culp 1200 Weldon Place Raleigh , NC 27608 919/82&7774 FAX 919/828 - 7798 E - mail : KLasater@aol . com
Susan McDonald 315 Blueridge Road Carrboro, NC 27510 919/929- 1719 FAX 919/933 -2209 & mail : SMcdon315@aol . com
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MARBLEHEAD PRINTING & PUBLISHING
Marblehead' s experience in the area of architectural publications includes the recent
production of Transylvania: The Architectural History of a Mountain County, a 352-page
case-bound volume . We also have produced historical publications for Anson County
Historical Society, Wadesboro , NC ; Catawba County Historical Museum, Newton, NC ;
Christ Church, Raleigh, NC ; Grove Park Inn, Asheville, NC and recently completed a
history of the U. S . Secret Service Uniformed Division.
Marblehead, based in the Research Triangle area of North Carolina., is extensively
experienced in the timely production of historical, commemorative, and other single
purpose publications for organizations and businesses inside and outside the Triangle
community. Our services include guidance and coordination of manuscript preparation,
editing, photography and book design. We also assist with obtaining Library of Congress
numbers and ISBN bar coding .
Marblehead ' s considerable resources include general graphic design, book design and
professional management throughout the publication schedule . Our experienced account
executives represent client interests throughout all phases of case-bound book production.
REFERENCES
Mark Burrows
Director
Transylvania County
Planning & Economic Development
Brevard, -NC
( 828 ) 884- 3205
Sidney Halma
Director
Catawba County Historical Museum
Newton, NC
(704) 465 -0383
Melinda Coleman
Preservation Commission Services Coordinator
N. C . Dept. of Cultural Resources
Raleigh, NC
(919) 733 - 6545
Kaye Lasater Culp • 1200 Weldon Place Raleigh , NC 27608 919/82&7774 FAX 919/828-7798 & mail : KLasater@aol . com
Susan McDonald 9 315 Blueridge Road • Carrboro, NC 27510 919/929- 1719 • FAX 919/933-2209 • & mail : SMcdon315@aol . com
Y, u:
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MANLE EAD
March 25 , 1999
Mr. Don Belk
Orange County Historic Preservation Commission
P . O . Box 8181
Hillsborough, NC 27278
Dear Don:
In response to your request for proposal, for publication of The Architectural history of Orange
County, we would like to submit the following quotation.
All pricing is based on a manuscript of approximately 102 pages (disk and hard copy) and 175
halftones, producing 144 final typeset book pages .
Editorial Production (Required for pre-press) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 1 ,225 :00
Includes producing a schedule for the production process, excluding printing , hiring and
supervision of copy editor and proofreader; organizing the manuscript ; coding the manuscxipt for
consistency of styles coordination with the authors monitoring deadlines; collating and checking
corrections on all rounds of proof; checking bluelines of interior; and copy editing and
Proofreading of jacket copy. Please note that editorial production will include creation of front
matter and obtaining Library of Congress Number and barcoding . Any charges from the Library
of Congress will be billed on the final pre-press services invoice .
Copy Editing (Optional for pre-press) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 4 . 00 per
manuscript page
Includes a read-through of the manuscript, correcting spelling and punctuation errors, querying
poor grammar and/or awkward wording . This edit will not include fact checking or editorial
content . Although the copy editor will query grammar that appears incorrect or awkward, it is the
responsibility of the client to insure that the manuscript is factually accurate and to ( 1 ) revise
questioned grammatical form and awkward sentence structure, or (2) to mark items in question
" stet " (remain as is) .
Proofreading (Required for pre-press) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 395 . 00
Once pages are set into type, the manuscript will be proofed against the pages to insure that all
editing is keyed correctly and to catch errors the copy editor may have missed. Any alterations
made by the client will be billed at $ 1 . 00 per alteration or $ 60 . 00 per hour, whichever is less .
Alterations made by the copy editor, designer or typesetter will be at no expense to the client .
One set of photocopies will be supplied at no charge . Additional sets will be copied at $ . 07 per
page .
Kaye Lasater Culp 1200 Weldon Place Raleigh , NC 27608 919/82 &7774 FAX 919/82 &7798 E -mail : KLasater@aol . com
Susan McDonald 315 Blueridge Road Carrboro , NC 27510 919/929 - 1719 FAX 919/933-2209 E - mail : SMcdon315@aol . com
Page 2
Orange County �•
Create Index (Required for pre-press) , . , , . . . . . . . . . 060600 990996 000000000000 0 # 00 $ 675 . 00
Client list of names and subjects will be indexed manually page by page , and assigned page
numbers for final index entry.
Design/Composition and Typeset All Pages (Required for pre-press) . . . . . . . . . . . . . . . . . . $ 14 . 00 / page
Includes all phases of text design, layout and typesetting; sizing and scanning of all halftones
(photos) ; and providing one set of photocopies . Additional sets will be provided at a rate of
$ . 07 per page .
Design/Composition and Typeset of Dust Jacket (Required for pre-press) . . . . . . . . . . . $ 575 . 00
Includes all phases of text design, layout and typesetting , sizing of color images and providing a
color comp of the dust jacket . Includes three sketches and one round of revisions to selected
sketch. Changes to all subsequent passes of the jacket sample will be charged at $ 1 . 00 per
alteration or $ 60 . 00 per hour, whichever is less . Additional color comps will be provided at a rate
of $ 25 . 00 each.
All shipping/handling of copy, halftones and proofs will be billed net cost on the final pre-press
invoice .
Printing & Binding
Book Specifications
Quantity: 110500
Trim. 8 - 1 /2 " x 11 bound on the 11 " side
Pages . 144 pages + end sheets + cover + dust jacket
Prep . Text provided to printer on electronic files with hard copy. Includes 175
halftones ( 133 - 150 line screen) . Dust jacket provided on electronic file .
Includes four (4) 4/color separations for dust jacket . Price of dust jacket
traps, screens, spreads and reverses will be confirmed upon printer review
of disk.
Proofs . Complete set of bluelines, water proof of dust jacket and sample book
case . Proof alterations are not included.
Press : Text - Black ink throughout without bleeds
End sheets - Printed black
Cover - One application of foil stamping on front lid and spine in one
color. (Die charges not included. )
Dust jacket - 4/color process + 1 PMS color plus matte lamination, bleeds
all sides
Stock . Text - 70# Fortune Matte, 500 PPI
End sheets - 80# Rainbow Texture 1 Group A
Cover - Kivar 7 grade cloth over 98 pt . binders board
Dust jacket - 100# enamel
Page 3
Orange County
Binding : Smyth sewn, rounded and backed with head and foot bands . Dust jackets
applied.
Shipping : Bulk packed in 275 lb, test standard size single wall cartons. FOB point of
manufacture . Shipping estimate to Hillsborough, NC 27278 - $ 489 . 00
Pricing : 1 , 500 copies . a a 0 a a 0 0 a a 0 * 0 0 0 0 0 0 9 a 0 a 0 0 0 0 0 0 0 a 6 0 a a 6 * 0 a a & a 646 a 0 a a 0 a 0 0 6 a .66004 * 10660660 $ 14, 188 . 00
Option. Additional 16-pages
Pre-press (includes design/composition and proofreading) - $ 307 . 00
Printing & Binding - $ 586 . 00
It should be noted that Printing Trade Customs (enclosed copy) are to be a part of this
Agreement . Paper stocks are subject to availability at the time of mill shipment . Prep charges and
schedule are subject to review upon receipt of final copy. Paper prices will be based on the
prevailing market price at the time of production. Printing prices are guaranteed for 30 days .
Terms of this agreement will be as follows :
Pre-Press Services - One-half of the contract amount will be due with submission of manuscript,
disk and photos, with the balance due upon completion of the pre-press phase of the project . An
invoice will be submitted for final payment of the pre-press phase of the project, and payment will
be due upon receipt of the invoice .
Production Services - One-third of the contract amount is due upon submission of production
materials to printer, one-third is due with approval of bluelines, and the balance is due upon
receipt of final printing and binding invoice . l
Sub ed By:
00
Date
Susan C . McDonald
Marblehead Printing & Publishing
Accepted By:
Date
Authorized Signature
Orange County Historic Properties Commission
Printing Trade Customs .1994 Revision
What are Trade Customs? In the technical language of the Uniform Commercial Customer-supplied paper must be delivered according to specificatio. :s .
Code, a trade custom is defined as: "any practice or method of dealing having furnished by the provider. These specifications will include correct weight,
such regularity of observation in a place, vocation or trade as to justify an thickness, pick resistance, and other technical requirements. Artwork, film color
expectation that it will be observed with respect to the transaction in question. separations, special dies, tapes, disks, or other materials furnished by the
The distance and scope of such a usage are to be proved as facts. It is established customer must be usable by the provider without alteration or repair. Items not
that such usage is embodied in a written trade code or similar writing, the meeting this requirement will be repaired by the customer, or by the provider at
interpretation of the cyriting is for the court" `Trade customs must still be spelled the provider's current rates,
out in specific terms and conditions governing the agreement between the 17. OUTSIDE PURCHASES. Unless otherwise agreed in writing, all outside
vendor and the customer. purchases as requested or authorized by the customer, are chargeable.
18. TERMS / CLAIMS/LIENS. Payment is net cash 30 calendar days from date of
1 . QUOTATION. A quotation not accepted within 30 days may be changed . invoice. Claims for defects, damages or shortages must be made by the customer
2. ORDERS. Acceptance of orders is subject to credit approval and contingencies in writing no later than 10 calendar days after delivery. If no such claim is made,
such as fire, water, strikes, theft, vandalism, acts of God, and other caused the provider and the customer will understand that the job has been accepted.
beyond the provider's control . Canceled orders require compensation for By accepting the job, the customer acknowledges that the providers performance
incurred costs and related obligations. has fully satisfied all terns, conditions and specifications. The providers liability
3. EXPERIMENTAL WORK. Experimental or preliminary work performed at will be limited to the quoted selling price of defective goods, without additional
customer's request uyill be charged to the customer at the provider's current liability for special or consequential damages. As security for payment of any
rates. This work cannot be used without the provider's written consent. sum due under the terms of an agreement, the provider has the right to hold and
4. CREATIVE 1VORK. Sketches, copy, dummies, and all other creative work place a lien on all customer property in the provider's possession. This right
developed or furnished by the provider are the providers exclusive property. applies even if credit has. been extended, notes have been accepted, trade
The provider must give written approval for all use of this work and for any acceptances have been made, or payment has been guaranteed. If payment is not
derivation of ideas from it. made, the customer is liable for all collection costs incurred .
5. ACCURACY OF SPECIFICATIONS. Quotations are based on the accuracy of 19. LIABILITY. 1. Disclaimer of Express Warranties: Provider warrants that the
the specifications provided . The provider can "cote a job at time of work is as described in the purchase order. The customer understands that all
submission if copy, film, tapes, disks, or other input materials don't conform to sketches, copy, dummies, and preparatory work shown to the customer are
the information on which the original quotation was based. intended only to illustrate the general type and quality of the work. They are
6. PREPARATORY MATERIALS. Artwork, type, plates, negatives, positives, intended to represent the actual work performed. 2. Disclaimer of Implied
tapes, disks, and all other items supplied by the provider remain the provider's Warranties: The provider warrants only that the work will conform to the
exclusive property. . I description contained in the purchase order. The providei s maximum liability,
7. ELECTRONIC MANUSCRIPT or IMAGE. It is the customer's responsibility to whether by negligence, contract, or otherwise, will not exceed the return of the
maintain a copy of the original file. The provider is not responsible for accidental amount invoiced for the work in dispute. Under no circumstances will the
damage to media supplied by the customer or for the accuracy of furnished input provider be liable for speofic, individual, or consequential damages.
or final output . Until digital input can be evaluated by the provider, no claims 20. INDEMNIFICATION. The customer agrees to protect the provider from
or promises are made about the providers ability to work with jobs submitted in economic loss and any other harmful consequences that could. arise in connection
digital format, 'and no liability is assumed for problems that may arise. Any with the work. This means . that the customer will hold the provider harmless
additional translating, editing, or programming needed to utilize customer- and save, indemnify, and otherwise defend him / her against claims, demands,
supplied files will be charged at prevailing rates: 0actions, and proceedings on any and all grounds. This will apply regardless of
8. ALTERATIONS / CORRECTIONS. Customer alterations include all work responsibility for negligence. 1 . Copyrights. The customer also warrants that the
performed in addition to the original specifications. All such work will be subject matter to be printed is not copyrighted by a third, party. The customer.
charged at the provider's current rates, also recognizes that because subject- matter does not have to be bear a copyright
9. PREPRESS PROOFS. The' provider will ' submit prepress proofs along with notice in order to be protected by copyright law, absence of such notice does not .
original copy for the customer's review and approval . • Cor ections will be necessarily assure a right to reproduce: The customer further warrants that no .
returned to the provider on a master set marked "O.K.," "OIL with corrections," . copyright notice has been removed from any material used in preparing the
or "Revised proof required", and signed by the custorner. � Until the master set is subject matter for . reproductiom To support theses warranties, the customer,
received, 'no additional work will be performed . The provider, will . not be agrees to indemnify and hold the provider harmless for all liability; damages, .
responsible for undetected production errors if. 'proofs are not required by the and . attorney . fees that may . be incurred in any legal action -connected with •
customer; *the work• is printed per the customers ox,**requests for changes are copyright infringement #involving the work produced or provided . 2. Personal
communicated orally
0 1 or economic rights. The customer also warrants that the work does not contain
10. PRESS PROOFS. Press proofs will not be furnished unless they have been anything that is libelous or scandalous, or anything that threatens anyone's right .
required in writing in the providers quotation. A press sheet can be submitted to privacy or other personal or economic rights. The customer will, at the
for the customer's approval as long as the customer is present at the press customers sole expense, promptly and thoroughly defend the provider in all
during makeready. Any press time lost or alterations/corrections made because legal actions on theses grounds as long as the provider. • promptly notifies the .
of the customers delay or change of- mind will be charged at the providers customer of the legal action; ' gives the customer reasonable time to undertake
current rates, and conduct a defense. The provider reserves the right to use his or her sole
11 . COLOR PROOFING. Because of differences in equipment, paper, inks, and discretion in refusing to print anything he or she deems illegal, libelous,
other conditions between color proofing and production pressroom operations, a scandalous, improper or infringing upon copyright law.
reasonable variation in color between color proofs and the completed job is to be 21. STORAGE. The provider will retain intermediate materials until the related
expected . When variations of this kind occur, it will be considered acceptable end product has been accepted by the customer. if requested by the customer,
performance, intermediate materials will be stored for an additional period at additional
12. OVERRUNS or UNDER-RUNS. Over-runs or under-nuns will not exceed 10 charge. The provider is not liable for any loss or damage to stored material
percent of the quantity ordered . The provider will bill for actual quantity beyond what is recoverable by the providers fire and extended insurance
delivered within this tolerance. If the customer requires a guaranteed quantity, coverage.
the percentage of tolerance must be stated at the time of quotation. 4 22. TAXES. All amounts due for taxes and assessments will be added to the
13. CUSTOMER'S PROPERTY. The provider will only maintain file and customer's invoice and are the responsibility of the customer. No tax exemption
extended coverage on property belonging to the customer while the property is will be granted unless the customer's "Exemption Certificate" (or other official
in the providers possession. The provider's liability for this property will not proof of exemption) accompanies the purchase order. If, after the customer has
exceed the amount recoverable from the insurance. Additional insurance paid the invoice, it is determined that more tax is due, then the customer must
coverage may be obtained if it is requested in writing, and if the premium is paid promptly remit the required taxes to the taxing authority, or immediately
to the provider. . ' reimburse the provider for any additional taxes paid.
14. DELIVERY. Unless otherwise specified, the price quoted is for a single . 23. TELECONDAUNICATIONS, Unless otherwise agreed, the customer will pay
shipment, lWithout storage, F.O.B. provider's platform. Proposals are based on for all transmission charges. The provider is, not responsible for any errors,
continuous and uninterrupted delivery of the complete order. If the omissions, or extra costs resulting from faults in the transmission.
specifications state otherwise, the provider will charge accordingly at current
rates. Charges for delivery of materials and supplies form the customer to the The above are revisions adopted by the Printing Industries of America, the
. provider, or from the customer's supplier to the provider are not included in National Association of Printers and Lithographers, and the Graphic Arts
quotations unless specified . Title for finished work passes to the customer upon Technical Foundation on behalf of their memberships. The previous update of
delivery to the carrier at shipping point; or upon mailing of invoices for the Trade Practices was done in 1985.
finished work or its segments, whichever occurs first.
15, PRODUCTION SCHEDULES. Production schedules will be established and
followed by both the customer and the provider. In the event that production
schedules are not adhered to by the customer, delivery dates will be subject to re
negotiation . There uyill be no liability or penalty for delays due to state of war,
not, civil disorder, fire, strikes, accidents, action of government or civil authority,
acts of God, or other caused beyond the control . of the provider. In such cases,
schedules will be extended by an amount of time equal to delay incurred.
16. CUSTOA• MFURNISHED NLA.TERIALS. Materials furnished by customers
or their suppliers are verified by delivery tickets. The provider bears no
responsibilth' for discrepancies between delivery tickets and actual counts.
Printing Trade Customs =1994 Revision
What are Trade Customs? In the technical language of the Uniform Commercial Customer-supplied paper must be, delivered according to specificatio.s
Code, a trade custom is defined as: "any practice or method of dealing having furnished by the provider. These specifications will include correct weight,
such regularity of observation in a place, vocation or trade as to justify an thickness, pick resistance, and other technical requirements. Artwork, film color
expectation that it will be observed with respect to the transaction in question. separations, special dies, tapes, disks, or other materials furnished by the
The distance and scope of such a usage are to be proved as facts. It is established customer must be usable by the provider without alteration or repair. Items not
that such usage is embodied in a written trade code or similar writing, the meeting this requirement will be repaired by the customer, or by the provider at
interpretation of the writing is for the court" `Trade customs must still be spelled the providers current rates. I - &
out in specific terms and conditions governing the agreement between the 17. OUTSIDE PURCHASES. Unless otherwise agreed in writing, all outside
vendor and the customer. purchases as requested or authorized by the customer, are chargeable.
18. TERMS / CLAIMS /LIENS. Payment is net cash 30 calendar days from date of
1 . QUOTATION. A quotation not accepted within 30 days may be changed . invoice. Claims for defects, damages or shortages must be made by the customer
2. ORDERS, Acceptance of orders is subject to credit approval and contingencies in writing no later than 10 calendar days after delivery. If no such claim is made,
such as fire, water, strikes, theft, vandalism, acts of God, and other caused the provider and the customer will understand that the job has been accepted .
beyond the providers control. Canceled orders require compensation for By accepting the job, the customer acknowledges that the providers performance
incurred cots and related obligations, has fully satisfied all terms, conditions and specifications. The providers liability
3. EXPERIMENTAL WORK. Experimental or preliminary work performed at will be limited to the quoted selling price of defective goods, without additional
customer's request will be charged to the customer at the provider's current liability for special or consequential damages. As security for payment of any
rates. This work cannot be used without the provider's written consent, sum due under the terms of an agreement, the provider has the right to hold and
4. CREATIVE WORK. Sketches, copy, dummies, and all other creative work place a lien on all customer property in the providers possession. This right
developed or furnished by the provider are the provider's exclusive property. applies even if credit has. been extended, notes have been accepted, trade
The provider must give written approval for all use of this work and for any acceptances have been made, or payment has been guaranteed. If payment is not
derivation of ideas from it. made, the customer is liable for all collection costs incurred .
S. ACCURACY OF SPECIFICATIONS. Quotations are based on the accuracy of 19. LIABILITY. 1. Disclaimer of Express Warranties: Provider warrants that the
the specifications provided. The provider can reluote a job at time of work is as described in the purchase order. The customer understands that all
submission if copy, film, tapes, disks, or other input materials don't conform to sketches, copy, dummies, and preparatory work shown to the customer are
the information on which the original quotation was based, - intended only to illustrate the general type and quality of the work. They are
6. PREPARATORY MATERIALS. Artwork, type, plates, negatives, positives, intended to represent the actual work performed . 2. Disclaimer of Implied
tapes, disks, and all other items supplied by the provider remain the provider's Warranties: The provider warrants only that the work will conform to the
exclusive property. , description contained in the purchase order. The providers maximum liability,
7. ELECTRONIC MANUSCRIPT or IMAGE. It is the customer's responsibility to whether by negligence, contract, or otherwise; will not exceed the return of the
maintain a copy of the original file. The provider is not responsible for accidental amount invoiced for the work in dispute. Under no circumstances will the
damage to media supplied by the customer or for the accuracy of furnished input provider be liable for specific, individual, or consequential damages.
or final output . Until digital input can be evaluated by the Provider, no claims 20. INDEMNIFICATION. The customer agrees to protect the provider from
or promises are made about the providers ability to work with jobs submitted in economic loss and any other harmful consequences that could arise in connection
digital format, 'and no liability is assumed for problems that may arise, . Any with the work. This means that the customer will hold the provider harmless
additional translating, editing, or programming needed to utilize customerw • and save, indemnify, and otherwise defend him / her against claims, demands,
supplied files will be charged at prevailing rates, actions, and proceedings on any and all grounds. This will apply regardless of
8. ALTERATIONS / CORRECTIONS. Customer alterations include all work responsibility for negligence, J . Copyrights. The customer also warrants that the
performed in addition to ' the original specifications. All such work will be subject matter to be printed is not copyrighted by a third party. The customer -
charged at the providers current rates, 4 - also recognizes that because subject matter does not have to be bear a copyright
9. PREPRESS PROOFS, The provider will submit prepress proofs along with •notice in order to be- protected by copyright law, absence of such notice does not •
original copy • for the customer's review jand approval. Corrections. will be r necessarily assure a right to. reproduce. The customer further warrants , that no
returned to the provider on a master set marked "O.K.," "O.K with corrections," . copyright notice has been removed from any material used in preparing the
or "Revised proof required " and signed by the customer, Until the master' set is 4 t subject matter. for -reproduction. To • support. theses warranties, . the customer
received , no additional work will be performed . The provider will not be ' agrees to indemnify. and hold the- provider harmless for all liability, damages,
responsible for undetected production errors if: *proofs are not required by the and . attorney fees that may be incurred in any legal action connected with .
customer; 'the work is printed per the customer's OK; *requests for changes are copyright infringement involving. the work produced or provided . 2. sPersonal
communicated oralh• or economic rights. The customer also -warrants that the work does not contain
106 PRESS PROOFS. Press proofs will not be furnished unless they have been anything th;.t is libelous or scandalous, or anything that threatens anyone s right
required ins writing in the providers quotation . A press sheet can be submitted to privacy or other personal or economic Tights. The customer will, at the
for the customer's approval as long as the customer is present at the press custotnees sole expense, promptly and thoroughly defend the provider in all
during makeready. Any press time lost or alterations/ corrections made because legal actions on theses grounds as long as the provider: * promptly notifies the
of the customer's delay or change of mind will be charged at the provider's customer of the legal action; * gives the customer reasonable time to undertake
cu ent rates, and conduct a defense. The provider reserves the right to use his or her sole
11 . COLOR PROOFING. Because of differences in equipment, paper, inks, and discretion in refusing to print anything he or she deems illegal, libelous,
other conditions between color proofing and production pressroom operations, a scandalous, improper or infringing upon copyright law.
reasonable variation in color between color proofs and the completed job is to be 21 . STORAGE. The provider will retain intermediate materials until the related
expected . When variations of this kind occur, it will be considered acceptable end product has been accepted by the customer. If requested by the customer,
performance, intermediate materials will be stored for an additional period at additional
12. OVMRUNS or UNDER-RUNS. Over-runs or under-nuns will not exceed 10 charge. The provider is not liable for any loss or damage to stored material
percent of the quantity ordered. The provider will bill for actual quantity beyond what is recoverable by the provider's fire and extended insurance
delivered within this tolerance. If the customer requires a guaranteed quantity, coverage.
the percentage of tolerance must be stated at the time of quotation, 22. TAXES. All amounts due for taxes and assessments will be added to the
13. CUSTOMER'S PROPERTY. The provider will only maintain fire and customer's invoice and are the responsibility of the customer. No tax exemption
extended coverage on property belonging to the customer while the property is will be granted unless the customer's "Exemption Certificate" (or other official
in the providers possession. The provider's liability for this property will not proof of exemption) accompanies the purchase order. If, after the customer has
exceed the amount recoverable from the insurance. Additional insurance paid the invoice, it is determined that more tax is due, then the customer must
coverage may be obtained if it is requested in writing, and if the premium is paid promptly remit the required taxes to the taxing authority, or immediately
to the provider. . ' reimburse the provider for any additional taxes paid.
14 . DELIVERY. Unless othen•vise specified, the price quoted is for a single. 23. TELECObRAUMCATIONS. Unless otherwise agreed, the customer will pay
shipment, without storage, F.O.B. provider's platform. Proposals are based on for all transmission charges. The provider is not responsible for any errors,
continuous and uninterrupted delivery of the complete order. If the omissions, or extra costs resulting from faults in the transmission,
specifications state otherwise, the provider will charge accordingly at current
rates. Charges for delivery of materials and supplies form the customer to the - The above are revisions adopted by the Printing Industries of America, the
provider, or from the customer's supplier to the provider are not included in National Association of Printers and Lithographers, and the Graphic Arts
quotations unless specified . Title for finished work passes to the customer upon Technical Foundation on behalf of their memberships. The previous update of
delivery to the carrier at shipping point; or upon mailing of invoices for the Trade Practices was done in 1985.
finished work or its segments, whichever occurs first.
15. PRODUCTION SCHEDULES. Production schedules will be established and
followed by both the customer and the provider. In the event that production
schedules are not adhered to by the customer, delivery dates will be subject to re
negotiation. There will be no liability or penalty for delays due to state of war,
riot, civil disorder, fire, strikes, accidents, action of government or civil authority,
acts of God, or other caused beyond the control of the provider. In such cases,
schedules will be extended by an amount of time equal to delay incurred .
16. CUSTOMER-FURNISHED I,LATERIALS. Materials furnished by customers
or their suppliers are verified by delivery tickets . The provider bears no
responsibility for discrepancies between delivery tickets and actual counts.
BW&A
3 . WILLIAMS & ASSOCIATES
Book Design er Production zoop West Main Street, Durham, North Carolina 27yoz (prp) 956 piii
March 31, 1999
Donald R. Belk, AICP
Preservation Planner
Orange County Environment and Resource Conservation Department
3o6 Revere Road
Hillsborough, NC 27278
Dear Mr. Belk,
Thank you for including Be Williams & Associates in your Request for Proposal process for publication of the
Architectural History of Orange County. We take great pride in, and pleasure from, our work on architectural histo-
ries, and hope we will be able to work with you and the Orange County Historic Preservation Commission .
We are enclosing, along with our Proposal, a description of our studio as well as a list of references from other
North Carolina county historical commissions . Starting with The History eT'Architecture of Lee County in 1995 , we
have produced five North Carolina architectural histories; we are currently at work on the architectural history of
Charlottesville and Albemarle County, Virginia for. the University Press of Virginia. We hope you will check any of
our references and peruse the sample books we're leaving for your review. (We will need to retrieve these samples .
when you're done with them .)
A few notes .of explanation about our Proposal: We understand that Dr. Mattsons manuscript is complete, as is the
Archaeology section by Samford and Davis . We further understand , that the Historic Preservation Commission will
be conducting a search for and selection of up to 16 pages of additional materials solicited from citizens of Orange
County.
Based on the. length of the manuscript and the number of photographs, we have projected the overall
book length as 128 pages (including an ample allowance for photographs) . This , in turn, is the basis of our forecast
of the amount of time needed to design, typeset, proofread, and supervise the print / bind process for your book. If
any given area takes less time than we've projected, we'd of course only bill for time actually spent. Conversely, if
the book turns out to be longer, or other unforeseen circumstances cause costs to run, higher than expected, then
we would return to the Commission for guidance in dealing with a potential budget overrun . (We might suggest,
if we needed to economize later.) We think you'll find upon
for example, a change in manufacturing specifications
checking our references that we have a track record of bringing in books at or below budget.
Given the relatively short book we forecast, and depending on the quality of photographs available, we might sug-
gest that you consider printing the book in a duotone process . [The duotone process is a printing method used to
extend the range of tones for photographic reproduction, it involves two impressions on the printing press (usually
black and a second color) to give added richness to the shadows and more deleicate detail in the highlights . As an
illustration, were including a sample book published by UNC Press with duotone photos .]
For the purposes of the RFP, however, we have obtained a bid from a reputable printer in Michigan
(which has printed most of our prior architectural histories) with one-color halftones for the photos . Were we to
actually produce your book, we would conduct a competitive bid process once all specifications were final; this
would extend to at least three printing firms .
Fax number (9zo 9S6-yzr2
Mr. Donald Belk
March 3r, r999
page ?
I should mention that prices for paper, cloth, and film vary over time, so the printing quote attached to
our proposal is only guaranteed for sixty days; actual materials might cost more or less once your book actually
reaches the printing stage.
Another note of explanation: the way we usually arrange the printing process is that BW&A would be acting in
effect as an agent for the Orange County Historic Preservation Commission. We would conduct the bid process
in your name, analyze the results, and make a recommendation: But the final choice of a printer would be up to
the Commission, and we. would then prepare a purchase order in the Commissions name. While we would han-
dle all technical and schedule concerns with the printer for you - the. actual printing billwould be issued to
OCHPC , not to BW &A . [If this process does not fit with purchasing guidelines for Orange County, then were
of course open to other arrangements .]
As for schedule: Based on a start date of May 3rd, 1999 , we have drafted a schedule (enclosed) " for finished books
to ship in December 1999 . This allows for three stages of proof checking. If, for example OCHPC needs more
than three weeks to review first proof (July 23 to August Wi we would be happy to revise this schedule.
And, one final note about photographs . While we are confident of our ability to judge the quality of photos, we
cannot claim to be experts on Orange County history. So we would welcome input from the OCHPC and/or
the authors about the relative importance of particular photographs . How we've arranged this in the past has
been to prepare representative photo sizes (full page, three-quarters' page, half-page, etc. ) , assign a letter to each,
and ask the author or commission to assign letters to the photographs . This process need not be used for every
single photo, but it could be very helpful to us to know which images you'd like to see full-page, for example .
If there any questions about any component of this process, please let us know. If you need any changes in
specifications in order to compare apples to apples, for example, we would be glad to prepare alternative esti-
mates . And we would welcome the opportunity to meet with you and members of the OCHPC .
Yours most sincerely,
Barbara E. Williams
encls : Proposal (four pages)
draft schedule
studio description and reference list
samples of five county architectural histories produced by BW&A
Little, Sticks & Stones, UNC Press (duotone sample)
BW&A
B . WILLIAMS & ASSOCIATES
Book Design Production root' West Main Street, Durham, North Carolina 27701 (919� 9S6 91II •
Description of our studio :
B . Williams & Associates is a freelance book design and production studio located in Durham, North
Carolina. The studio has been providing book publication services to publishers and private foundations
since 1988 .
With a staff of three, supplemented by a pool of experienced freelancers, B . Williams & Associates plans and
coordinates book projects from manuscript through the delivery of finished books . This includes editorial,
design, and typesetting work, as well as managing printing and binding. While we do not specialize in
marketing and distribution, we can asivise groups about these concerns . We do help private publishers register
with the Library of Congress and with R. R. Bowker when needed to expedite bookstore sales.
By participating in each stage of a book's production, we help independent publishers produce high quality
books which will endure for years to come. We take special pride in our work on historical projects because
these works are so important to their communities . Such books demand a high level of professionalism,
especially in the organizing and handling of collections of rare and valuable photographs ; every member of
our studio is committed to providing exquisitely careful work throughout each stage of each project.
Historical projects-completed by B . Williams & Associates include.
I
The Architectural History of Onslow County, North Carolina, published by the Onslow County Museum
Greensboro: An Architectural Record published by Preservation Greensboro , Inc.
The History & Architecture of Lee County, North Carolina published by the Railroad House Historical
Association of Sanford, North Carolina
Glimpses of Wayne County, North Carolina, published by Wayne County Historical Association, Inc.
A Tale of Three Cities: Eden 's Heritage: A Pictorial Survey of Leaksville, spray, and Draper, revised
edition, published by the Eden Historic Preservation Commission
The Chronicles of the Bicentennial Observance of the University of North Carolina at Chapel Hill,
published by the Provost's Office, UNC- Chapel Hill
From Infancy to Maturity. The History of the Department of Pediatrics, The University of North Carolina
at Chapel Hill z9S2 1995, published . by the Department of Pediatrics at UNC-Chapel Hill
A Generosity of Spirit: The Early History of the Research Triangle Park published by the Research
Triangle Foundation
Legends and Legacies: A Look Inside Four Decades of Surgery at the University of North Carolina at
Chapel Hill 1952 1992 published by the Department of Surgery at UNC-Chapel Hill
Charlotte and UNC Charlotte: Growing Up Together published by the University of North Carolina at
Charlotte
[Please see page 21
Fax number (9z9) 956 9rzz
B. Williams & Associates,
Page 2
Current and Recent Clients
Design and production work for such university presses as.
- Cornell University Press
- Duke University Press
- Johns Hopkins University Press
- Stanford University Press
- University of New Mexico Press
- University of North Carolina Press
- _ University of Virginia Press
- Yale University Press
Complete packaging work (edit, design, and manufacture through print/bind) for private clients and
foundations .
- The William , R. Kenan , Jr. Charitable Trust
- Preservation Greensboro
- historical associations of Eden, Lee County, Onslow County, and Wayne County, North Carolina
- The University of North Carolina Hospitals (Departments of Surgery and Pediatrics)
- The University of North Carolina at Charlotte
- Research Triangle Park Foundation
About the Associates
Barbara Williams, owner of the studio , worked in design and production management at Duke
University Press for ten years. She was then Production Manager with a trade publisher, Menasha Ridge
Press, for four years before starting BW&A. Her design work has won awards from the Association of
American University Presses and the Philadelphia Book Show, and she has served as a panelist at national MLA
and AAUP conferences. A photographer in a former life, her work has been. exhibited in southeastern regional
shows and sold to the New York Times
Chris Croched re has fourteen years of experience in textbook and trade publishing, including
positions as Production Editor at PWS-Kent Publishing in Boston and as Marketing Manager at Chelsea
Green Publishing in Vermont. Her work at BW&A has included numerous design and typesetting projects as
well as managing the finances of the business.
Julie Allred has been with BW&A since 1995 . An honors graduate of UNC-Chapel Hill and the Carolina
Publishing Institute, one of her accomplishments at BW&A has been the typesetting of a goo-page reference
work for Stanford University Press and the management of its boo pieces of art. She has also completed a
number of design, typesetting, and production projects and is the on-site computer manager.
BW&A
B . WILLIAMS & ASSOCIATES
Book Design & Production root' West Main Street, Durham, North Carolina 27701 (Rrp) 95691II �
References , architectural histories
Eden Historic Preservation Committee
Marianne Aiken, President or Kelly Stultz, Planner
700 Riverside Drive City of Eden
Eden, NC 27288 308 E. Stadium Drive
336-627-0375 Eden, NC 28288 33 &623-2110
Onslow County Museum
Albert Potts, Director
Post Office Box 384
Richlands, NC 28574
910-324-5008
Wayne County Historical Association
Emily Weil, President
Post Office Box 665
Goldsboro, NC 27533
919-734- 1111, ext 229
Richard Hendel
.Associate Director and Design & Production Manager
The University of North Carolina Press
116 South Boundary Street
Chapel Hill , NC 27514
919-966-3561
Fax number (prp) 9S691I2
BW&A
B . WILLIAMS & ASSOCIATES
Book Design & Production zoo9 West Main Street, Durham, North Carolina 2770z (91 956 111
A Proposal for Production Services :
History and Architecture of Orange County, North Carolina
To : Donald Belk Date: March 31 , 1999
Orange County Environment & Resource Conservation Dept.
From: Barbara E. Williams
Confirming Description of Project:
Length: The estimate we' ll work with here is 128 pages . This is based on a preliminary castoff from the 92-page
manuscript received 3 /29 . Since many of the proposed costs are linked to the length of the book, a shorter book
would cost less, and a longer book more.
Format.* Smyth-sewn, case bound book, measuring 8- 1 /2 x 11 inches, printed on a matte coated, acid-free paper with a
five-color jacket.
Illustrations: Approximately 118 black-and-white photographs, to run with the text.
About our Estimates: Please note that our time estimates are based on comparable projects . If any given task takes less
time than estimated, we only bill for time actually spent. Conversely, if any component looks as if it may go over bud
get (due to unexpected complications) , we would contact you to discuss available options .
Descriptions of Work: Costs would fall into six categories.
I. EDITORIAL
(A) Proofreading costs: includes the time for a professional proofreader to read the first proof against manuscript and
check for any inconsistencies; to check alterations against second proof, and to carefully check final proofs and index
proofs .
Estimated cost (3 stages: 128 pages @ approx. $ 1 . 50 per typeset page) : $ 192
(B) Editorial coordination time: Time to transmit proofs to author and client; confer with author/client to resolve
queries; cross-mark author's and client's changes to master proof; arrange for and edit the index; assist the Commission
with Library of Congress cataloging and copyright matters; and miscellaneous telephone follow up, as 20 hours @
$ 50/hour. $ 1 ,000
(C) Indexing: Estimated cost for a professional indexer to prepare an index, working from - a list , of index topics prepared
by the Historic Preservation Commission.
Estimated 4 index entries per 112 book text pages: 448 entries @ 75 each $336
Optional (D) Copyediting: If the manuscript requires it, a professional copyeditor would edit the manuscript for gram-
max, consistency, and usage, and would standardize punctuation.
Estimated cost (92 manuscript pages @ approx. $ 2 . 50 per manuscript page) : ($ 230)
Note: as this is optional, the amount is not included in subtotals.
Subtotal editorial wo $ 1 , 528
, [Editorial, indexing, and proofreading costs would be billed as each stage of work is completed.]
Fax number (919) 9S6 9112
p. 2 of 4
II . PRODUCTION work
(A) Text production: This category includes all time spent arranging for and checking work done by,other vendors or
subcontractors, including obtaining and evaluating bids, setting and maintaining schedules, holding meetings with
client or vendors (including travel time) , and checking quality throughout the book-making process. It also includes
financial accounting done for the project. Estimated total number of hours for all stages of proof, and checks through
the printing process is 50 hours, billed at a rate of $ 50 per hour, or
Est. text production time. $2500
(B) Photo production: This would be the cost of time spent to tag, mount, size, mark for cropping, and lay out pho-
tographs, copyfit the captions, and prepare position prints .
Est. photo production ( 118 b &w photos @ $ 11 ) : $ 1 ,298
Subtotal, production: $ 3 ,798
[Production costs would be invoiced by B . Williams & Associates approximately every four to six weeks throughout the book-making
process.]
III. DESIGN work
(A) Text design: Included in this category: preparing design layouts for the client's approval, preparing written com-
position specifications for use by the typesetter; typemarking the manuscript. Work in this area would be affected by
changes to the complexity of such material as lists, tables , appendices, etc. Fee includes one revision; all client changes
after that (due to no error on the part of BW&A) would be billed @ $ 50 /hour.
Standard flat text design rate. $ 1 , 000
(B) Cover design: For a five-color cover (four-color process plus 1 PMS) , including 2 rounds of comps and preparation
of final files for printer. [Note: cost of reproduction four-color separation for the jacket is included with printing costs,
below.]
Cover design: $ 1 , 000
Subtotal, design $2 , 000
IV COMPOSITION
Typesetting rates are based on the typesetter working from the authors' edited disk files . Output would be: Quark
Xpress files, or Postscript files, to be used by the books printer to create film for printing.
Estimated typesetting costs,
128 pages @ $ 15 . 00 per page $ 1 , 920
plus est. 10 percent alterations cost in proof, as
$ 1 . 75 per change $ 192
[Please note that alterations (changes made in type while in proof) cost $ 1 .75 each with a $25 minimum charge per
round of alterations; alterations costs would be calculated from the actual number of changes made. Also, extra proof
sets are billed at cost plus 15 % and fall under the miscellaneous expenses category. ]
Subtotal, composition: 2 112
[Typesetting costs would be billed when the typesetting is complete.]
p. 3 of 4
V. MISCELLANEOUS EXPENSES
Extra proof sets, postage, long-distance telephone, color output, removable computer media, etc. would be billed on a
monthly basis at cost plus 15 % .
Estimated miscellanous expenses $ 500
V. PRINTING COSTS ,
A preliminary quotation for a foperb=k book printed on acid-free paper has been obtained from Thomson-Shore, a
Michigan printer specializing in short-run university press books (they printed many of the architectural histories we've
been involved with) .
(A) 8412 by 114nch book 1 . 500 copies
Printing Summary: basic specifications .
128 pages printed black only.
Text: 70# Fortune Matte, 500 ppi
118 bw photographs printi
& ng on text paper
(prepared as conventional halftones)
Smyth-sewn.
Jacket: Five-color with Layflat gloss lamination;
on 100 lb. gloss enamel stock
Cases covered in grade B cloth, stamped front and spine
(cost of stamping die is included)
Cost of reinforced hinges is included.
Cost of text blues and jacket proofs is included.
11 , 522
Extra copies: $3 . 55 each
Option: black & white photograph printed on endsheets would be an additional $ 250 .
Option: individually shrinkwrappinsg books would add 11 4t per book (for an additional $ 165) .
[Note: estimate does NOT include any bleeds--these would add costs but can not be estimated until we know where
they will be.]
[Printers usually ask for a 50 % deposit before they start to work with a private client, and the balance when the books are finished.
Printing costs are billed directly to theo client, rather than through B. Williams & Associates.]
p. 4 of 4
VII. SUMMARY
(A) Edit, Design & Production Summary:
Editorial*
Proofreading 192
Editorial coordination 1 , 000
Indexing 336
Subtotal 1,528
Production
Text 2, 500
Photo 1 ,298
Subtotal 3, 798
Design
Text 1 , 000
Jacket 1 , 000
Subtotal 2, 000
Composition
Typesetting 1 ,920
Alterations 192
Subtotal 2, 112
Expenses 500
Edit, Design & Production Total $ 9 ,938
(B) Print/Bind ( 1 , 500 copies) $ 11 , 522
(C) Grand Total $ 21 ,460
* optional copyediting @ $230
BW &A
B . WILLIAMS & ASSOCIATES
Book Design & Production loop West Main Street, Durham, North Carolina 27701 (91y) R5&R11r
Draft Schedule for
History and Architecture of Orange County, North Carolina
Manuscript to design 5 /7/ 98
Design layouts to OCHPC 5 /28
OCHPC response to design due to BW&A 6/4
Revised design layouts to OCHPC 6/ 18
Design approval , composition and art-sizing begins 6/25
First proof to OCHPC and proofreader 7/23
Jacket design to OCHPC 7/30
First proof back from OCHPC and proofreader . 8 / 13
Comments on jacket design from OCHPC 8113
Revised proof out to OCHPC (proofed in-house) 8 / 27
Revised proof out to indexer 8 /27
Revised jacket proof to OCHPC 9 / 3
Index ms . to OCHPC for review 9 / 10
Correx to reed proof back from OCHPC 9 / 10
Index ms . from OCHPC for composition 9 / 17
Final proof and index proof out to OCHPC 9 /24
OCHPC approval of final files 10 / 1
Book to printer 10/ 8
Books ship 12/ 10/ 99
I ,
B . Williams & Associates Quotation date : 03 / 30 / 99
1009 West Main Street Quote number : 7607
Durham , NC 27701 Account number : 17677
Phone number . 919 - 956 - 9111
ATTIC: Julie Allred Fax Number : 919 . 956 - 9112
TITLE : THE ARCHITECTURAL HISTORY OF ORANGE COUNTY , NORTH CAROLINA
• M
AUTHOR : MATTSON
1 ,
QTY 1500 ( 1625 Jackets )
TRIM : 8 - 1 / 2 x 11
PAGES : 128
COPY : Text - From customer furnished trouble free electronic files . Note :
Files meeting trouble free criteria or from a " preferred
typesetter " will receive a $ . 30 / pg discount at time of invoicing .
Prices assume there are no photos scanned into your Tiles .
Jacket - rrori customer furnished complete trouble free disk with no
tr aps , sCr vaen $ , spr Bads , r evve ses , etc . ir► � l'udeG' . Rr ice will be
vvnf iriiicd upon rCv Vw of di..Vak .
Proof F1 .1 -1 1 t x4 bluess , Water Proof ofI l acke t and Sample case
included .
PRESS : Text - Black ink throughout , without bleeds . `
Jackets - 4 color process and 1 PMS color plus Gloss Lamination on
Dust Jackets .
STOCK : Text - 70# Fortune Matte , 500 ppi .
Jackets - 100# Enamel ,
BINDING : Smyth sewn in 16 ' s , cased into Roxite B in house cloth , 98pt .
binder boards , 80 lb , endsheets to match text stock , reinforced , ,
rounded ana backed , head and f ootbanas , foil stamp f ron ' & spine in
i color , dies lncludved , wrap inJackets .
PACKING : euik pluck in 275 lb . test standard size single w"ali cartons .
tWTPDING • FOB Dexter• mi
TERMS : To avoid de . . . arrange credit prior t � sending .', ob .
PREP / PLATE 901 . 00
DUST JACKET 2 , 331 . 00
PAPER 1 ; 259 . 00
PRESS 616 . 00
BINDING 4 , 527 . 00
$ 9 , 634 . Ou -I I , 4 r#
0VER / U UERS $ 3 . 55 each •. I h� „� +
1
SEE PAGE 2 FOR NOTES
cc : Christine Blanke / Marketing Associate
Chris •Shore
1
@ In_Awrym4co n _
Quotation date : 03 / 30 / 99
P A G E 2 Quote number : 76637
Account number : 17677 '
> > > A D D I T I 0 N A ! N 0 T F S
One color printed endsheets would add $ 250 , 00 ,
OPI halftones additional at $ 14 . 00 each .
Conventional halftones additional at $ 16 . 00 each . (*? 1ls ` o �
Haiftbnes , graphics , eps or tiff files that you have scanned into files as
hi r°es Images acid $ i . 00 each .
' 1
cc : Christine Blanke / Marketing Associate
Chris Shore
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Table of Contents
I . Introduction
II . Description of Local and National Register Designations
A. Local
B . National Register
C . Protection Under Specific Development Scenarios
III . Tax Benefits for Designated Properties
A. Local Designation Benefits
B . Phelps Farm Scenarios
C . National Register Benefits
IV . Development Scenario for Subdivision of Farm Using Conservation
Design
A . Regulatory Assumptions of Subdivision Design
. t
I . INTRODUCTION
The Orange County Historic Preservation Commission identified the Phelps Farm as a possible
candidate for designation as a historic landmark. The 140- acre parcel is located on N . C . 57 north
of Hillsborough . It includes a turn- of-the- century farmhouse and several outbuildings . Most of
the acreage is dedicated to farm use .
There are several options under consideration for the farm' s future , including local and/or
National Register historic designation of the farmhouse and homesite area . Another scenario
includes the sale of most of the farm acreage for residential development .
In 1998 T . Marvin Phelps , the owner, subdivided the property into two parcels : 12 . 77 acres that
include the house and outbuildings and 126 . 69 acres of fields , pasture , and woodlands .
The purpose of this study is to explain to the Phelps family the tax and development benefits and
restrictions of historic designation . It is assumed that the 12 . 77 - acre parcel will be preserved and
would be the part of the farm considered for any historic designation . The larger parcel would
continue in its current farming use or be sold for development. A possible subdivision scenario
has been created to illustrate how a conservation design may be used to protect the integrity of
the historic homesite and its viewsheds .
II . DESCRIPTION OF LOCAL AND NATIONAL REGISTER DESIGNATIONS
Local Designation
designation of a historic property in Orange Count entails both benefits and restrictions to
Local g p p y g y
landowners . Restrictions govern the appearance and alteration of the site , while tax benefits
enable the property owner to reinvest the savings in their property or livelihood . Outlined below
are the effect of local designation on your property , the designation process , and benefits you
will receive . Two primary features of local designation are the following :
• Owners who wish to make certain changes to properties designated as landmarks must have
their plans reviewed and approved by the Historic Preservation Commission . HPC approval
must be obtained before a building permit can be issued.
for an annual fift - percent 50 % property tax
• Owners of designated landmarks may apply y p ( ) p P
deferral for as long as their property ' s historical significance is maintained.
Certificate of Appropriateness Required . The key element of designation is the authority of the
HPC to review proposed changes to the exterior of a designated landmark. An owner of a
designated property is required to apply for a certificate of appropriateness (COA) prior to
making any changes to the site ' s exterior. The Historic Preservation Commission reviews the
application , and in a quasi judicial manner, rules on the ` appropriateness ' of the proposed
change . The Commission will adopt design guidelines and refer to them to determine if
proposed alterations are in keeping with the historic aspects of the landmark. The Commission
may make recommendations on the proposal , or deny the applicant a COA if it finds the
proposed work will adversely impact the special character of the landmark.
Review by the Historic Preservation Commission . HPC review is intended to ensure that
changes to the landmark are in keeping with the historic and/or architectural integrity of the
structure . The review authority extends to the boundaries of the designated site , including the
grounds . Commission approval is not required for routine maintenance or repairs that do "not
involve a change in design, material , or appearance . Furthermore , HPC approval is not required
for changes certified by the Building Inspector to be necessary for public safety .
Appeal of HPC Decision. A property owner whose application for a COA is denied by the
Historic Preservation Commission may appeal to the Board of Adjustment. The HPC cannot
deny a certificate of appropriateness for demolition or relocation of a landmark ; however, it may
delay the action for up to one year.
Compliance and Enforcement. A property owner who makes unauthorized exterior changes to a
landmark will be in violation of a County ordinance . The HPC , through the Board of
Commissioners , may seek a court order to prevent an unauthorized change or to correct a change
that has already occurred. Remedies may include fines and j all sentences , and any other remedy
authorized by the North Carolina General Statutes . The HPC may also recommend ' de -
designation ' of the property, which would result in a tax penalty . The Planning and Inspections
Department will be responsible for enforcing landmark designation ordinances .
Local Designation Bene,fists
The Fifty Percent Tax Deferral . Properties designated as historic landmarks are treated as a
special class of property under state law (NCGS Chapter 105 , Section 105 -278 ) . They are taxed
on the basis of fifty percent of their true value as determined by the Tax Assessor. For further
example see Section III .
Protection Against Compromising Changes to The Historic Site . Local landmark designation
provides a higher level of protection than National Register listing alone . Landmark designation
effectively protects the historic resource against inappropriate changes that would lessen the
site ' s significance .
Consideration in the Development Review Process . Local landmark designation gives the
property owner additional consideration when major subdivisions are proposed on adjacent
properties . According to the County ' s subdivision ordinance , a local landmark is considered a
Primary Conservation Area. When proposals for adjacent major subdivisions are reviewed by
the Planning Department staff during the Concept Plan stage , a Flexible Development option will
be explored with the applicant that would minimize the impact of the new subdivision on the
landmark site . The Historic Preservation Commission may also be invited to comment on the
proposal .
2
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The Board may approve the designation as proposed, approve the designation subject to
conditions , or deny the designation .
(excerpt from "Preserving the Orange Tradition : A Landmark Designation Program for Orange
County)
National Register
The listing of a property in the National Register places no obligation or restriction on a private
owner using private resources to maintain or alter the property . A private owner of a National
Register property becomes obligated to follow federal preservation standards only if federal
funding of licensing is used in work on the property , or if the owner seeks and receives a special
benefit that derives from National Register designation , such as a grant or a tax credit described
below .
Consideration and Protection in Public Planning
All properties and districts listed in or eligible for listing in the National Register are considered
in the planning of federal undertakings such as highway construction and Community
Development Block Grant projects . "Federal undertakings " also include activities sponsored by
state or local governments or private entities if they are licensed or partially funded by the
federal government . "Federal undertakings " do not include loans made by banks insured by the
FDIC or federal farm subsidies .
ide absolute protection from federal actions that may
National Register listing does not prov
affect the property . It means that if a federal undertaking is in conflict with the preservation of a
National Register property , the North Carolina Historic Preservation Office will negotiate with
the responsible federal agency in an effort to eliminate or minimize the effect on the historic
property. This review procedure applies to properties that are determined eligible for the
National Register in the day-to- day environmental review process as well as those actually listed
in the National Register.
Similarly, North Carolina law (G . S . 121 - 12a) provides for consideration of National Register
properties in undertakings funded or licensed by the state . Where a state undertaking is in
conflict with the preservation of a National Register property, the North Carolina Historical
Commission is given the opportunity to review the case and make recommendations to the state
agency responsible for the undertaking . The commission ' s recommendations to the state agency
are advisory. (excerpt from SHPO National Register Fact Sheet)
Tax Benefits and Application Assistance
Income Tax Credit for Rehabilitation . Income-tax credits are available from both the federal and
North Carolina governments for conforming rehabilitation of National Register properties . For
more detailed information , see Section III .
National Register Nominations for Eligible Landmarks . There is another incentive for owners of
National Register Study List properties that have been earmarked for designation . If the property
is determined to be eligible for the National Register of Historic Places , it will be recommended
4
by the Orange County Historic Preservation Commission for preparation of a National Register
nomination at no cost to the owner, pending available funds .
Protection Under Specifzc Development Scenarios
National Register Local
Road widening • Property is protected from A Certificate- of Appropriateness from the
federally-funded projects if on NR local historic commission is required.
list OR if eligible for NR list Historic designation description should
(Section 106) . include information about the landscape so
• Protected from state-funded road historic commission has a reasonable basis
projects if on NR (eligibility for protection decision.
provides no protection from state-
funded projects ,
Projects that require federal • The Federal Agency will solicit Certificate of Appropriateness required-
licensing (telecommunications comments from State Historic from local historic commission as well as
towers , etc . ) Preservation Office (SHPO) , review by SHPO . Local commissions
• Construction on neighboring could use SHPO decision as basis for
property can be stopped if it has approval or denial .
an adverse affect on the viewshed
from the protected property,
Major subdivision of adjacent • If a permit from a federal corps is Subject to policy decisions by staff, i . e .
property required, then the project is shifting required open space to boundary
subject to protection rules of adjacent to designated property.
Section 106 . SHPO comments are
submitted to appropriate federal
agency.
• Projects financed through VA or
FHA guaranteed loans must be
approved by SHPO .
Role of Local Commissions
Historic Preservation
Commission . In making decisions on locally designated properties , the
HPC has the authority of approval for any alterations or development . When development is
proposed on parcels adjacent to a designated property , the HPC may only recommend changes
through a formal courtesy review . The HPC has no authority over changes to a property listed
on the National Register.
Planning Board and Board of County Commissioners In cases of proposed development on
adjacent properties , the Planning Board submits recommendations to the Board of County
Commissioners , who have final approval authority. In this process , both the Planning Board and
the Board of County Commissioners take into consideration the comments of the HPC .
III . TAX BENEFITS FOR DESIGNATED PROPERTIES
Local Designation Benefits
The Fifty Percent Tax Deferral . Designated historic landmarks are automatically eligible for the
tax deferral under state law . Payment . of property tax on the designated landmark, now
5
calculated as the difference between the tax based on the property ' s full value and the tax based
on fifty percent of actual value , is deferred as long as the property ' s historic integrity is
maintained .
To receive the tax deferral , the owner of a designated landmark must apply to the Tax Assessor
for reduced valuation of the property. The reduction in value applies only to real property (land
and structures ) . The property owner will remain eligible for the tax deferral as long as the
historical or architectural integrity of the landmark is maintained . If the property loses its
eligibility for the tax deferral , the owner must pay the deferred taxes for the current year and the
three preceding years , plus interest .
Phelps Farm Scenarios
Scenario 1 : The family does not choose to pursue local historic designation and continues to
generate enough income for the land to remain in its current "use value" designation .
Use Acres Use value Assessed value
Wooded 2 $200 $400
Pasture 8 . 77 $ 144 $ 1 , 263
Homesite 2 $3 , 960 $7 , 920
$ 9 , 583
House value $ 32 , 963
Outbuildings $ 12 , 490
Total property tax value $42, 546
Orange Cty tax rate $0 . 009420
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Scenario 2 : The entire 12 . 77 - acre parcel receives local historic designation and the Phelps '
decide to retire from farming
Acres Use Value Assessed value
12 . 77 $ 3 , 960 $ 500569
House value $ 32 , 963
Outbuildings $ 12 , 490
Total property assessed value $ 96, 022
Orange Cty tax rate $0 . 00942
Annual tax bill $ 905
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Scenario 3 : The entire 12 . 77 - acre parcel is designated (and therefore protected from encroaching
development) , but the Phelps ' continue to farm, choosing the tax situation that offers them the
most value .
Use Acres Use value Assessed value
Wooded 2 $200 $400
Pasture 8 . 77 $ 144 $ 1 , 263
$ 1 , 663
Take historic abatement '
Homesite 2 $ 3 , 960 $ 7 , 920
House value $ 32 , 963
Outbuildings $ 12 , 490
$ 53 , 373
Taxed wl 50 % Historic abatement $26 , 686 .50
Total property TAX value $28 , 349
Orange Cty tax rate $ 08009420
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National Register Benefits
Income tax credits
Properties on the National Register are eligible for income tax credits for certain
restoration costs .
• Income_producing buildings
ible for tax credits if they rehabilitate an income-producing
Property owners are elig
building (the outbuildings , in the case of the Phelps Farm) . Tax credit regulations require
that renovations meet the U. S . Secretary of the Interior ' s proscribed standards . Tax
credits may be taken on costs equaling $ 5000 or the property ' s basis , whichever is
greater. (Basis = acquisition price — accumulated depreciation + improvements . ) If the
renovations meet the standards , then the owner may claim a 20 percent tax credit on both
their federal and North Carolina taxes .
• Non income-producing building (ie , owner- occupied home)
Property owners may claim a 30 % tax credit on their North Carolina taxes if they spend a
minimum of $ 25 , 000 in approved renovations over a period of 24 months . The tax
credits are spread over at least five years , and can be extended over ten years . The
improvements must have prior, approval from the State Historic Preservation Office in
order to claim the tax credits . The rehab of the residential building must conform to the
Secretary of the Interior Standards for historic rehabilitation .
For example , if * a property owner spent $ 25 , 000 on approved restorations on their home ,
they are eligible to claim $7500 in tax credits over five years , at $ 1500 per year .
7
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• . I • • . - • - • . 11
• i • . - i • - • - • • • - • . - • . • i " i . . • • • •
• - • • - • . • - • 111 • ! 1 111 • -
i " • • - — • • • • — i / - • • • • —
- . 1 / 11 • • • - • • - - ill • -
• . - • • 111 • - • • - • • - • - T • • . - . • • • •
•
' 1 ' • • ' • a — • ! • • - • " - • • — ! • •
• A 50-ft cul-de - sac radius was used throughout the development , according to both
ordinances .
• The cul - de- sac on the western half of the property exceeds Hillsborough ' s permitted
length of 550 feet . According to the ordinance , longer cul- de - sacs are allowed where
no other alternatives are feasible .
• The path denoted throughout the development is a manicured gravel , handicapped
accessible according to Hillsborough standards .
• Both passive and active recreation can be accounted for within the designated open
space . Active fields or playgrounds are not shown , and may be a feature of a final
design .
The information included in this paper was designed to inform -the Phelps of their options under
historic designation . It is hoped that both the general information and the specific examples will
result in the decision that is best for them .
9
References Cited
Flexible Development Standards for Preserving Rural Character : A Design Manual for
Conservation and Development in Orange County, NC . Orange County, NC .
Adopted 6/96 ,
Hillsborough Subdivision Regulations . Town of Hillsborough, NC , Adopted 7/88 .
Historic Preservation Element, Orange County Comprehensive Plan . Orange County,
NC . Adopted 4/96 ,
National Register Fact Sheet l . NC State Historic Preservation Office .
Orange County Subdivision Regulations . Orange County, NC .
Orange County Zoning Ordinance , Orange County, NC . Adopted 9/81 .
Personal Communication. Don Belk, Orange County Preservation Planner. 3 /99 , 4/99 .
Personal Communication. Theresa Moore , Orange County Appraiser. 3 /99 , 4/99 .
Preserving the Orange Tradition : A Landmark Designation Program for Orange County .
Orange County, NC . Adopted 8/97 .
TO : Alumni of White Oak Grove School
and Other Interested Persons
RE: Restoration of White Oak Grove School
Cedar Grove,- NC
MEETING ON SATURDAY, MAY 1 , 1999 AT 4 : 00 PM
At White Oak Grove Primitive Baptist Church
Carr Store Road, Cedar Grove, NC
In the late 20s about 50 African-American families in Northern Orange County came together for a
common cause : to educate their children in the most affordable , nurturing environment possible .
ity resources and talents , the White Oak Grove School became a realiFy and for By pooling commun
twenty years operated until all area black community schools were consolidated under the new
Cedar Grove School , located on Highway 86 . Because of the efforts of the Orange County
Historical Preservation Commission , funding has been appropriated to write a grant to place the
White Oak Grove School on the National Register, the federal listing of historical and cultural places
in our nation . Restoring the White Oak Grove School would be a fitting tribute to those unsung
heroes of Northern Orange County- rural fathers and mothers in the early part of twentieth century-
who recognized the value of a good education . Because of their gifts and sacrifices , generations after
them have gone on to become teachers, preachers , lawyers, doctors , professors, engineers, and
more .
While interested persons of the Northern Orange Community are doing everything Possible to make
application for the National Register, they have also been asked by the Historical Preservation
Commission to protect the White Oak Grove School from further deterioration and water damage .
They have met with a restoration contractor who can , for a nominal fee, secure the existing, decaying
structure . This would only be an interim step until National Register and non-profit status can be
secured . These steps will help obtain the necessary funding to complete the renovation of the
interior and exterior of the school .
Can you imagine a multipurpose site in rural Northern Orange County that would have activities
such as a speaker' s bureau , a tutoring center, a meeting place, and library activities for the young and
oid - lust to name a few ? Let' s take the educational cause that was admirably begun at the beginning
of the 20" century into the new millennium!
For more details , call 91 M63- 1896 or 919= 563 -6286 .
TIME/PRODUCT/PAYMENT SCHEDULE
HISTORIC ARCHITECTURE SURVEY OF ST. MARY ' S ROAD
CORRIDOR
Product Due Date Pa ment
Contract Signing ; Work May 1 , 1999 $ 500
Commences
Initial Scoping Meeting ; background May 17 , 1999 $ 1 , 000
research; coordination with Project
Archeologist
Fieldwork and Data Entry; June 23 , 1999 $ 1 , 000
preparation of documents for SHPO/
Orange County files ; midpoint
meeting with HPC
Monthly Update Report (4) June 1 , 1999
July 1 , 1999
August 1 , 1999
September 1 , 1999
Evaluation of National Register district; August 25 , 1999 $ 1 , 000 j
completion of fieldwork &p documentation, �
final presentation to HPC , submission of
final prof ect report
TOTAL
$ 3 , 500
( ARCHEOLOGICAL SURVEY )
AXPENDIX B
PROJECT BUDGET
and
TIME-PRODUCT-PAYMENT SCHEDULE
Budget
Under this agreement, the Division will pay to the Grantee a total of $2600 , 00 for the project in
accordance with the following itemized budget:
HPF Grant Grantee Grantee Project
Funds Cash Match Inkind Match Total
Personnel
Princi aIInvestigator 2600000 2664 . 00 5264 . 00
Local Coordinator 1324 . 00 1324 . 00
Office Supplies/Maps 200 . 00 200 . 00
Printingand Copying 275 . 00 275 . 00
Other ; Indirect Costs 737 . 00 737 . 00
TOTALS 2600 . 00 3876 . 00 1324 . 00 7800 . 00
Time-Product-Payment Schedule
Under this agreement, the Grantee will be reimbursed for expenditures for the project in
accordance with the project budget and Time-Product Fayment Schedule described herein and
shown below. Upon acceptance of the agreement, the Grantee may request an advance up to but
not to exceed 25 % ($650 . 00) of the total grant amount. Upon submission of the Interim Project
Rem ( See Section 2) and documentation of expenditure of any advanced funds and match, an
additional 50 % ( $ 1300 . 00) of the grant total may be requested. The final 25 % ( $650 . 00) of the
grant total will be retained by the Division pending submission and acceptance of the Final Project
Report and accounting documentation.
TIME -PRODUCT SCHEDULE Maximum
Payment
Upon Acceptance of Agreement 650 . 00
Interim Report Submission - July 1 , 1999 1300400
Final Report Submission, on or before September 22, 1999 650 . 00
TOTAL PAYABLE 2600 . 00
0