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12-11-06 PC Agenda AGENDA Planning Commission Regular Meeting Golden Valley City Hall, 7800 Golden Valley Road Council Chambers Monday, December 11, 2006 7 pm I. Approval of Minutes November 27, 2006 Planning Commission Meeting II. Discussion Regarding In-fill Housing Issues III. Reports on Meetings of the Housing and Redevelopment Authority, City Council, Board of Zoning Appeals and other Meetings IV. Other Business V. Adjournment . . . Regular Meeting of the Golden Valley Planning Commission November 27, 2006 A regular meeting of the Planning Commission was held at the Golden Valley City Hall, Council Conference Room, 7800 Golden Valley Road, Golden Valley, Minnesota, on Monday, November 27,2006. Chair Keysser called the meeting to order at 7 pm. Those present were Planning Commissioners Cera, Eck, Keysser, Kluch Schmidgall and Waldhauser. Also present was Director of Planning a Mark Grimes, Director of Finance Sue Virnig, Director of Public Wor and Administrative Assistant Lisa Wittman. I. Approval of Minutes November 13,2006 Planning Commission Meeting MOVED by Waldhauser, seconded by Kluchka an~;Jml approve the above minutes as submitted. II. Presentation of Capital Improve Finance Director -2011 - Sue Virnig, City Sue Virnig, Finance Director, exp" Improvement Program (CIP) b stated that there is different replacement and streets replacements and impro receive transfers fro the sewer are the enter City's utility bill Planning Commission reviews the Capital sipnship to the Comprehensive Plan. She d for each section of the CIP. The equipment and municipal state aid to help finance he k improvement fund and the building fund fund. Brookview Golf Course, sanitary sewer and storm are funded with user fees from the golf course and the . to have the Planning Commission review the CIP. It will then review and final approval in December. She added that after be posted on the City's web site. b t the City's bond rating. Virnig said the City bond rating is AA 1, which hest rating. Keysser asked what economic development tools the City has available given its level of debt. Virnig stated that tax increment financing may be used and there are also some housing funds available. Keysser asked if there is a policy against using tax increment financing. Virnig said no and stated that a tax increment district was just recently set up in North Wirth. Grimes added that the City Council did pass a policy in 2004 that outlined how tax increment can be used. Minutes of the Golden Valley Planning Commission November 27, 2006 Page 2 . Eck asked if there were changes made at the state level that made tax increment less attractive. Virnig said there are stricter guidelines now than in the past and that is why the City has to look at each request as they come forward. Eck referred to the golf course fund on page 9 and asked about the working capital provided by operations category. Virnig explained that working capital provided by operations means current assets minus current liabilities. Eck asked about the future compared to the current year. Virnig stated that they look at projected capital over the years and explained that there were some one time expenditures this y added that the golf course transfers approximately $250,000 annually to the al fund. Kluchka asked if improv if they are negotiated be a case-by-case ba . ogram. g, the it and tis d to explain Kluchka asked about how specific projects make it into the Cap' Virnig explained that staff puts together needs, the City Coun City Manager reviews the projects with staff, the Planning C then the City Council reviews it and adopts it. Kluchka asked obtained. He said that from a communications perspec how the priorities are aligned with the money. . Jeannine Clancy, Director of Public Works, expl citizen participation regarding the projects the projects that had a lot of public parti <' and drainage improvements. has done a great deal of She discussed several of ADA upgrades, sidewalks Keysser asked if the performan the financing for the performan kview is included in the CIP. Virnig said on contributions. 'n large projects are paid for by the developer or eve oper and the City. Grimes said it is determined on Kluchka askedf developments. Corridor kind of budget impact for the 1-394 Corridor It is a little premature to plan for the street system in the 1-394 wa er contract with the City of Minneapolis. Virnig stated that the ugh 2008 and the City has a five-year renewal on its current contract. bout the communication plan for the CIP. Grimes said the CIP will be on the web s nd will be written about in the newsletter. Kluchka said it would be nice to tie the CIP back to Envision. . MOVED by Schmidgall, seconded by Eck and motion carried unanimously to recommend approval of the 2007-2011 Capital Improvement Program as it is consistent with the Comprehensive Plan. . . . Minutes of the Golden Valley Planning Commission November 27, 2006 Page 3 III. Discussion Regarding In-fill Housing Issues Keysser stated that he would like to have a more in-depth discussion regarding in-fill housing issues at the December 11 Planning Commission meeting. He asked that any information be sent to the Commissioners before their meeting on December 11. IV. Reports on Meetings of the ijousing and Redevelopment Authority, City Council, Board of Zoning Appeals and other Meetings Waldhauser stated that she attended the November 21 City Council Council decided to table Colonnade's PUD Amendment request. a preliminary plan would come back to the Planning Commissio revi w. no. V. Other Business Rescheduling or Canceling the December 25, 20 Meeting The Commissioners decided to cancel t meeting. VI. Adjournment The meeting was adjourn~ 6 Planning Commission . . . Hey Planning 763-593-8095 I 763-593-8109 (fax) Date: December 8,2006 To: Golden Valley Planning Commission From: Bryan Gadow, Planning Intern Teresa Murphy, Planning Intern Subject: Research Findings on Residential Teardown Development Per a request from Director of Planning and Development Mark Grimes, we have prepared this briefing memorandum to assist the City Planning Commission in their study of various techniques to address the issue of teardown developments in Golden Valley. In the course of our research, we reviewed the city's current R-1 Single Family zoning regulations and examined varioustechniques and schemes of addressing teardown concerns from model ordinances around the country. Our research on the various options, which is based upon the list generated from the Planning Commissions' November 13 meeting, is summarized in the following document. Each example contains a definition of the technique, the issue that the technique addresses, and references to examples from other communities where the technique has been implemented. In addition, we have also attached copies of the Edina study on teardowns, a briefing paper on teardown trends from the National Trust for Historic Preservation, and a chapter from the City of Austin, TX design standards which addresses a number of techniques for regulating teardown and over-scaled developments. This brief research summary is intended to further discussion on the teardown issue, and is in no way a comprehensive review of all of the potential techniques available to municipalities. If the Commission desires additional information on any of the techniques addressed in this briefing or others not included, please let us know at the meeting on December 11, and we will conduct more specific research on any particular item. . Review of some of Golden Valley's current R-l zoning reguIati~ns: . ,Minimum lot size of 10,000 sq. ft. . Lot coverage: (For principal and accessory structures only; does not include swimming pools or driveways) o No more than 30% of the lot covered for parcels over 10,000 sq. ft. o No more than 35 % of the lot covered for parcels between 5,000 sq. ft. and 9,999 sq. ft. o No more than 40% of the lot covered for parcels less than 5,000 sq. ft. . Front setback of35 ft. from street w/exceptions for properties with front porches . Rear setback of 20% of lot depth . Side setback: o If the lot is 100 ft. or greater = 15 ft. o If the lot isbetween 65ft. and 100 ft =12.5 ft. o If the lot is less than 65 ft. = · North or West side setback shall be 10% oflot width · South or East side setback shall be 20% of lot width up to 12.5 ft. o If principal structure is more than 40ft. in depth along a side yard adjacent to another property, the side yard setback shall increase by one foot for , each additional ten ft. of structure depth greater than 40ft. . Height maximum for principal structures of30 ft. or 2.5 stories, whichever is less. . Minimum width of 22 ft for principal structures . No more than 50% of the front yard shall be covered by driveway surface . Re2ulatorv Scheme Conservation District: Definition: A zoning overlay district with boundaries that define a specific area or neighborhood that exhibits shared physical characteristics and development patterns. Action: Provide individual neighborhoods with design guidelines for key features such as front and side yard setbacks, building height and width, and garage location. As part of the district, residents may establish a neighborhood review board to determine if owners' proposed changes to their properties are acceptable. Issues addressed: Demolition of existing property and oversized new construction, less restrictive than a historic district designation. Examples: Chapel Hill, N.C. (see pgs 22-24 of Edina study for more information). Re2ulatorv Techniques Impervious Surface Regulation: Definition: Regulates the amount of area covered with solid material or that is compacted to the point where water can not infiltrate underlying soils. Action: Could be used as part of zoning or in special overlay districts. Could be used for lot coverage or storm water management. Could dictate an amount or percentage of impervious surface allowed beyond building coverage or total amount including building coverage. . 1 . Issues addressed: Prevention of potential damage to neighboring lots; Impacts on storm water management; the amount of natural coverage on a lot. Examples: Evanston, IL (See Edina study, pg. 30-32). Average Front Yard Setback: Definition: Front yard setback is determined by using the average front yard setbacks of nearby properties. Action: Could be used as part of zoning or in special overlay districts. Could be used to maintain. a consistent appearance in neighborhoods. Issues addressed: Maintains a consistent appearance in areas where homes are set back significantly further than is required by current front yard setbacks or where setback requirements are greater than the current average setback. Examples:. City of Austin, TX, Please see link for more information. http://www.cLaustin.tx.us/zoning/downloads/austin residential ordinance approved.pdf Oak Park, IL (please see Edina Study, pg. 34-37) . Floor-Area-Ratios and Lot Coverage Requirements Definition: Regulate the amount of buildable floor area in relation to the size of the lot. For example, a 0.6 FAR would allow a builder to cover up to 60 percent of a lot with a one-story building or 30 percent with a two stories. Action: FAR definitions may be included as part of citywide zoning changes or written into overlay districts. . Issues addressed: Overscaled new construction and can eliminate the economic incentive for teardowns by limiting new square footage. However, FAR ratios do not prevent demolitions. Examples: Chapel Hill, NC and Rockville, MD (see pgs. 22-24 and 39-43 of Edina study for more information). Building Volume Ratio Definition: Measures that volume of a building above finished grade. Basements, attics, cathedral ceilings, and higher floor-to-ceiling heights are all accounted for by BVR. The formula for the BVR is the building volume (BV) divided by 10, divided by lot area (LA) or BVR= BV/lO/LA Action: Calculations can be required of the architect or developers upon submission of building permits. Issues addressed: Overscaled new construction and force developers to make tradeoffs between volume and square footage. However, BVRs do not prevent demolitions. Side Wall Articulation Definition: A side wall of a building that is more than 15 feet high and is an average distance of 15 feet or less from an interior lot line may not extend in an unbroken plane for more than 32 feet along a side lot line. To break the plane, a perpendicular wall articulation of not less than four feet, for a distance along the side property line of not less than 10 feet, is required. Limits max. length of additions without articulation. (See slides for more information. . 2 . Action: Include as part of zoning and subdivision codes for additions upon residential structures. Issues addressed: Overscaling of new building constructions and additions. However, side wall articulations do not prevent demolitions. Examples: City of Austin, TX, please see link for more information. http://www.ci.austin.tx.us/zoning/ downloads/austin residential ordinance approved. pdf Setback and Open Space Standards Definition: Create a minimum distance that new houses must be set back from the street a particular distance on the front, sid~ and rear yards. Side and rear setbacks can limit the mass of new structures. Some communities require that a certain percentage of a lot be maintained as "open space". Action: Setback and open space requirements can be included into zoning codes to regulate scale of new building construction. Issues addressed: Overscaling of new building construction. Changes to the zoning code may create a number of "nonconforming" properties that were originally in conformance, but now are unable to make changes to their property without violating the zoning code. . Height Limitations Definition: The height definitions vary by community, depending whether height is measured from the ground level, top of the basement foundation, curb, or mean street level. Once height has been defined by the city, it can be used as a means of regulation in the zoning ordinance. Action: Determine method of measurement and include height limitations into zoning ordinance. Issues addressed: Size of building; scale in comparison to adjacent houses; neighborhood conformity; allows evolutionary change, not overwhelming change. Examples: Evanston, IL proposed this height measurement regulation; however it was ultimately not acted upon. (Please see Edina Study, pgs. 30-32). Additional methods of regulation (not covered above): o Minimum rear setback o Setback planes o Building coverage o Landscape volume ratio o Site volume ratio o Buildable area/Bulk plane/Building envelope o Gross floor areas o Second story regulations o Daylight plane regulations o F aceprint/W eighted faceprint o Covenants o Neighbor notification . 3 " . . . , ' ., .~j,..: CONTEMPORARY RESIDENTIAL CONSTRUCTION ISSUES IN REGARDS TO TEAR DOWN DEVELOPMENT IN Edina, Minnesota AUGUST 152006 ~ US Bank Plaza, Suite 165 220 South Sixth Street Minneapolis, MN 55402 T. 612.338.4590 F. 6/2.337.4042 . Table of Contents Executive Summary Chapter I - . Introduction: Edina's Historic Periods and Change Chapter II Case Studies -Atlanta, Georgia -Boulder, Colorado -Chapel Hill, North Carolina - Evanston, Illinois -Oak Park, Illinois - Rockville, Maryland . Chapter III Methods of Evaluation - Faceprints -National Register Guidelines -Visual Impact Assessment Chapter IV Alternate Methods of Regulation - Flex Zoning - Community Education - Tax Incentives Chapter V Task Force Findings and Recommendations HAY DOBBS P.A US Bank Plaza, Suite /65 220 South Sixth Street Minneapolis, MN 55402 612.338.4590 Co,,",. Image: Soun:e: From ~ CollecllOtlS of the Minnesota Historical Soc:lety Orca 1940 new ~ng In EdIna . Executive Summary . The American residential landscape has taken a surprising turn. Over the last several decades, we've believed that large new houses were only built in "sprawl" suburbs on the metro edge. But the market and cultural forces behind them is now heavily affecting established, inner-ring suburbs. "Tear down" construction can be described as a complement to sprawl, providing the homeowner the best of both worlds. The process of demolishing an old~ residence within an established first ring neighborhood gives developers the ability to construct large homes formerly associated with gated communities and development on former farmland without the extended commute. However, as this type of development becomes more frequent, the drawback to tear down development is becoming increasingly apparent. Immediate concerns are how these new homes loom over adjacent properties, and how the bulk of the structure affects the entire neighborhood. Other concerns involve the rights of property owners and affect the value of surrounding homes. . As a historic suburb, Edina is also experiencing the effects of tear down development. On several occasions, community members have expressed their concerns regarding new residential construction not in character with their neighborhood. Recognizing that the phone calls will only increase in number, the City of Edina created a task force in order to examine tear down construction in the city. Hay Dobbs, P.A. worked in conjunction with the task force to prepare this document describing a number of possible future policy, public education and tax incentive options. As a national trend, the reaction to tear downs and the policy written to. address it vary greatly. This report documents the actions and procedures executed by six communities in order to rp,anage tear down construction while allowing for future development to occur. . . Introduction . Source: From !he CoHectlOl1l of the MinnesOIll Historical Society Aerial view of Edina and Lake Harvey American suburbs are not homogenous. Nor are they entirely new. Since the 18'h century, Americans have lived on the outskirts of the business districts in which they worked. Like many established suburbs, Edina was once a free-standing farm community that was later surrounded by urban expansion. As a community, Edina represents many of the most significant residential architecture and site planning trends of tIle 20th century. It is a collection of neighborhoods, often built by One developer and planner. Each has its own scale and character-defining features. One of the most important lessons of the city's design history is that no single set of regulations can guide compatible infill development for the future. Rather, each neighborhood has a character of its own dependent on street layout, lot size, topography, spatial patterns, vegetation, architectural style, scale, materials and massing. Each of these variables adds up to a rich tableau with a character that can be respected by new construction that does not necessarily have to literally mimic the past. . 7 - Chapter I: Edina's Historic Periods and Change . -- ,/ "... . Tbe chalk11,gt tor J'tcwaJdil{1!, nt'{f!,hb<>rbood ide/diD' if: ((II! 1U:{~bborbood, architecture, cbarader dJ/d Jalle b(1 dvculJIf.1Ikd ,md f'I!Jta/ed while !J?fJr!fl1Z llecdJ? ,. rrfJ)'/{jiuiJ{g rdf1vfll1t jiw Source: From the Collectl(),1lS of the Minnesota HistorICal Society . In the 20th century, a number of social and entrepreneurial forces shaped the development and quality of housing in emerging suburbs such as Edina. These include the Better Homes movement of the 1920s and the influential housing and subdivision principles of the Federal housing Administration in the 1930s.1 The Small House Architect' Service Bureau was established in Minneapolis in 1919 with the goal of making architect-designed plans available to builders nationwide. Sponsored by the American Institute of Architects, this non-profit organization helped to make quality architect affordable for many. Edina's oldest neighborhoods such as Morningside reflect the relatively small scale and stylistic diversity of housing options during this time. Many houses were built from pattern books like those of the Small House Service Bureau or even pre- manufactured and shipped to the site offering significant value for the price. The challenge for stewarding neighborhood identity is: can neighborhood, architecture, character and scale be documented and respected while remaining relevant for modern needs. ~v. 8 , ',1_-)'! . . . . Source: From the Collectlons of the Minnesota Historical Soclety THE COUNTRY CLUB ERA Developed by Thorpe Bros., Edina's Country Club District is the state's premier example of inter-war era planned residential development. Designed with unified covenants for housing style and size, the overall neighborhood mirrored national trends of the time with its picturesque curving roads and accommodation for the rising importance of the automobile. Houses were designed in nostalgic period- revival styles including Tudor Revival, Colonial Revival and French Norman Revival among others. More ominously, Edina's Country Club District, like most of its counterparts nationwide, was racially-restricted, with minorities allow~d to reside there only as domestic servants. This policy continued until outlawed by a Supreme Court fair housing ruling in 1948. FINE-GRAINED NEIGHBORHOODS: 1935-1950 Just before and after WWII, developers such as Carl Hansen and Bloomberg Builders built well-detailed houses in the eastern part of the city near France Avenue. Today, streets such as Halifax Lane contain unified collections of small houses, many under2,OOO SF at a line-grained scale. Now over fifty years old, such neighborhoods may be eligible for nomination to the National Register of Historic Places for their architectural quality, integrity and representation of an important chapter in social history. Yet, because of their fine grained scale, the historic spatial patterns of such areas is highly vulnerable and could easily be weakened by renovation or rebuilding of wider or taller houses. AUTOMOBILE SCALE AND ACCESS Unlike much of Minneapolis and Saint Paul, Edina was built around the automobile and not the streetcar. A major factor in Edina's growth was the development of "Lilac Way" or the beltline highway that is now Hwy. 100. Initiated in the 1930s, Lilac Way introduced to Minnesota new highway concepts being pioneered in the German autobahns including limited access, cloverleafs, and directional separation. As part of the nationwide park improvements efforts of the New Deal CCC and WPA, relief workers build charming rest stops with limestone pools, benches, tables and historical markers. 9 - THE PASTORAL MODERN NEIGHBORHOOD: 1950-1970 After World War II, developer-builders such as Carl Hansen and Ecklund & Swedlund worked with some of Minnesota's most experienced landscape architects, especially the venerable firm of Morell & Nichols to plan numerous mid-century subdivisions. By the ]950s, the influence of Frank Lloyd Wright's prairie style horizontal roofs and functional "Usonian" houses had filtered down to the developers' vernacular. Edina's subdivisions of the 19505, such as Parkview Circle, are home to superb examples of upper-level housing from this era, with three to five bedroom homes on large lots. Many Edina houses of this era are well-crafted with stone extenor elements, hardwood floors and plaster walls. GROWING SIZES FOR NEW HOUSES: CONTEXT FOR THE TEAR DOWN PHENOMENON Throughout all of these historic chapters, the average size of Edina's houses has grown. This tradition continues today. The median size for a new American house is today 2162 SF, up more than 600 SF since 1975.2 According to the National Association of Home builders, 18 percent of the houses built in 2001 provided at least 3,000 SF of living space. Seventeen percent of American homes now have garage space for at least three cars.3 In understanding homeowner desires to tear down and build larger, we should consider how most new houses are produced in the country today. Architects design fewer than 5% of new houses for specific owners. Rather, builders, as they have been for over a century, design most houses. Since 1980, many national developers such as Toll Brothers have come to the Twin Cities to compete with local builders. They term their houses their "product" and create essentially standardized designs that can be customized with options for home entertainment systems, bathrooms, kitchens and detailing. Developers compete on the allure of live-in kitchens, spa baths, and impressive "Great Rooms," all of which add to the overall footprint. ronllll 10 HAV . i -. Source: From the conectlons of the MInnesota HIstorfcaI Society . Source: From the CoRectlons of the Min.....ta Historical Society Source: From the CoRectlons 01 the Minnesota Historical Society ll' . .1:::"j !.; ~}..J . . . . Source: From tho Collections of tho Mlnnsou Historical Society ( Endnotes) 1. National Register Bulletin. Historic Residential Suburbs: Guidelines for Evaluation and Documentation for the National Register of Historic Places, National Park Service, 2002. 2. "Are McMansions Going Out of Style?" by Fred A. Bernstein, New York Times. October 2,2005. 3. National Association of Homebuilders, Housing Facts, Figures and Trends, 2001. 4. "Big builder on the prowl: Jon Gertner, New York Times 5. Protecting America's Historic Neighborhoods: Taming the Teardown Trend, by Adrian Scott Fine and Jim Lindberg, National Trust for Historic Preservation, 2002. According to a New 'York Times article reprinted in the Star Tribune, one in four new American houses is built by a large publically-traded builder. "Several Wall Street analysts and most of the big home builders seem confident that their companies will build half of all new houses in the United States within 10 years.'''' One of the greatest challenges for these "custom" builders is to acquire land on which to develop new houses either on speculation or as pre-sold. The gtowth limitation of the Municipal Urban Service Area (MUSA) posed by the Metropolitan Council limit new building and available land. Increasing traffic to distant suburbs such as Plymouth, Maple Grove and Victoria are also making inner-ring, well- located suburbs such as Edina increasingly attractive. The conflict between older Edina neighborhoods and new or renovated construction today occurs when homeowners seek to live in the community yet achieve the spatial scale and character of new houses on the suburban fringe where lots are generally larger and there exist no smaller homes in the context. NATIONWIDE REACTION TO "MCMANSIONS" Recently, there has been a growing reaction to the large house trend nationwide with homeowners seeking new alternatives. Based in Massachusetts, the Taunton Press publishes "dwell books," the most celebrated of which are the Not So Bi,g HONSe series by former Minnesota architect, Sarah Susanka. To date, her books have sold well over a million copies reflecting a deep desire among many to live in smaller, but more thoughtfully-designed homes tailored to their needs. In 2002, The National Trust for Historic Preservation documented more than 100 communities in 20 states that are experiencing significant numbers of tear downs.5 Often located in inner-ring suburbs near vibr~nt economic centers, the tear down phenomenon introduces new or expanded houses of 3,000 to 10,000 SF in neighborhoods of much smaller bulk and height. An Internet search on the pejorative keyword "McMansions" yields surprisingly abundant results, many of which focus on neighborhood dismay at new construction. Such a search leads to many of the community ordinances and policies across the country that are discussed in the pages to follow. The National Trust Study listed a number of policy and zoning procedures now being applied by affected communities. 11- Chapter II: Case Studies . . To determine the most appropriate course of action if for the City of Edina, the study of other communities facing similar issues is a valuable tool for considering regulatory options. The following case studies describe how six communities addressed tear down construction through the use of zoning regulation and ordinances. In some cases, the use of regulation proved controversial and was ultimately rejected or pared back. These case studies provide context for understanding the nationwide reactions to tear downs and larger houses. They can help Edina to decide what steps, if any, are required to address the neighborhood change with architectural guidelines. The list of communities is as follows: . Atlanta. Georgia . Boulder. Colorado . Chapel Hill. North Carolina . Evanston. Illinois . Oak Park. Illinois . Rockville. Maryland . 13_ . l\tlanta and Dekalb County, Georgia . Regulation Type: None at this time. Zoning code uPdate under study by task (orce. Criteria (or Selection: NA Nomination & Approval: NA Activities Regulated: NA Managed By: NA Approved: NA =- 14 i,: . . In Atlanta, extreme traffic congestion in new suburbs is accelerating the tear down phenomenon within the Perimeter, the older core of the region. Many of Atlanta's new infill houses are three times the national median size (2162 SF). New homes generally replace hous~s ranging from 1600-1800 SF, only a fraction of their expanded size.1 Atlanta has once the highest levels of tear downs in the country and much citizen support for regulation. City Council member Mary N?,=wood has advocated regulation for several years resulting in a Housing Task Force formed in 2004. ATLANTA'S SELF-STUDY PROCESS The City of Atlanta's Infill Housing Task Force worked with the Georgia Tech City and regional Planning Program to measure infill housing scale.2 The goal was to create a database of neighborhood housing characteristics to tailor guidelines to each area. The Study addressed three questions: . · Would current zoning regulations control the scale of single family housesl · If not, what methods are available to measures the scale of housesl · Could these measures be used to develop appropriate regulationsl In December 2004, Council Member Norwood released the study which concluded that current zoning limitations on height, lot coverage, front and side setbacks and Roor to area ratio "were not capturing the concept of scale that was needed in examining infill residential construction," according to the report. REGULATION THROUGH THE "WEIGHTED FACEPRINT" The study and task force concluded than none of the current measurements were appropriate for shaping and respecting neighborhood scale. The study proposed a new concept called the "weighted faceprint," which has two components: "Faceprint" and "observed building height." "Faceprint" is the percentage of a photo frame taken from the curb farthest from the house that is occupied by the facrade. The same base photo is used to determine observed height. The composite rating must be compared with the weighted faceprint of neighboring houses for an accurate sense of scale appropriateness. . IS_ . POLITICAL CONTROVERSY The prospect of house size regulation in Atlanta and Dekalb County has spurned heated debate over property rights and government intrusion. Citizens and real estate groups opposed to new regulations questioned the validity and reliability of the Georgia Institute of Technology Study and the methodology of the "Weighted Faceprint" given varying camera types. Citizens have argued that the. method is subjective and discourages change in even neighborhoods of 1000 SF ramblers that do not meet contemporary needs. Citizen arguments in favor of property rights and continued unregulated tear downs in Atlanta include: · New infill housing capitalizes on existing infrastructure and often improves it without the use of public funds · Intill increases property values and tax revenues · Intill reduces land consumption on the fringe · It brings people and jobs closer together and reduces traffic pollution · It revitalizes depressed areas In January 2006, Atlanta mayor Shirley Franklin issued a temporary building ban on large new houses. She called for the city to address the infill issue by rewriting city zoning codes that have not been updated since 1982. . After the city council defeated the highly-controversial moratorium in mid- February, a new task force of real estate experts is crafting legislation that would prevent construction of out-of scale homes in existing neighborhoods. The task force will include engineers, real estate lawyers, developers, residents, some city's planners and lawyers and others who are vested in the issue HAY. 16 . D LB . DEKALB COUNTY 2006 SPECIAL ZONING OVERLAY DISTRICT In February 2006, response to significant pressure on older neighborhoptls, the Dekalb County, Georgia commissioners approved a zoning code that allows neighborhoods to seek special overlay district. At least 55% of residents in a defined geographic area must sign a petition to request the overlay. The overlay districts will be regulated by a two-point code that forbids new houses higher than 28 feet from the front threshold to the highest roof peak. Also prohibited is raising the threshold more than two feet higher than that of the previous house. . The overlay district approach is a compromise between no regulation and a proposed countywide in/iIl ordinance that would have limited new houses in existing neighborhoods to a size not much larger than the houses they replace. (Endnotes) 1 "Fitting into intown: Incompatible infills anger neighborhoods," by David Pendered, Atlanta Joumal- Constitution, June 20, 2005. 2 "Measuring the Scale of infill Residential Properties," Georgia Institute Of Technology, December 2004. . 17_ Boulder County ~f:n n:um ~~~. -,h .\,.""....":01('. .,~,;..;....~ ,;:;;1 Regulation Type: Neighborhood Conservation Overlay District Regulations Criteria for Selection: Neighborhood initiated (minimum 15 homes) Nomination & Approval: Nomination of the district require signature from a minimum of 50% of the proposed district residents Activities Regulated: Managed By: Approved: Approval requires 60% or residents signature Regulation requires review and Adoption by the Boulder County Land Use Department County of Boulder after Adoption June 2002 H1v. 18 , . . ("'-' (~',; i t ~ . . BACKGROUND In Boulder Colorado, McMansions were originally associated with the development boom and resulting issues of sprawl. However, with the decline of the first ring suburbs and old neighborhoods within the limits of the city, the issue of tear down construction and infill housing became one and the same. The Land Use Department has received numerous requests to limit the height or footprint of new development throughout the county, each with a specific set of issues an~ criteria associated with it. As a result, the question was how the city would control this type of development without infringing upon the rights or desires within individual neighborhoods. . OVERLAY DISTRICTS Rather than rely upon the creation of one set of complex rules that applied to the entire City, the County Land Use Department determined that Overlay Districts would prove to be a much more efficient use of time and resources.. Overlay regulations are used, when applicable, in conjunction with the Site Plan Review currently used by the Land Use Department in order to review projects. The Site Plan Review does consider the compatibility of any future development within the neighborhood, but the Overlay District Regulations provide additional governance regarding the construction provided that they are not in conflict or supersede the zoning codes regulated by the county. The goal of the Neighborhood Overlay District is to create a set of guidelines that reduce the number of conflicts that arise with exiting and new development. At the same time it is managed in such a way that it also tries to lessen the impact that this additional regulation would have on the County revie~ process. LOCAL CONTROL The unique aspect of the Neighborhood Conservation Overlay Districts in Boulder County is that they are not controlled by the County. Instead of creating another level of bureaucracy in defining districts or neighborhoods, the County has created a set of guidelines that members of the community may use in order to establish a Conservation District. This is submitted for review and adoption to the County Land Use Department. This proposal process is structured by the Neighborhood Conservation Overlay District Regulations, a document prepared by the County in order to ensure that each Overlay District organization understand the purpose and requirements in order to create the District. . 19_ . THE PURPOSES OF OVERLAYS As a document that is designed to assist in the regulation of a range of development types, the Overlay Regulations, a_general set of provisions weie established as follows. . To preserve and protect the character or valued features of established Neighborhoods To recognize the diversity of issues and character in individual neighborhoods in the unincorporated patts of Boulder Count)'. To reduce conflicts between new construction and existing development in established neighborhoods. To provide knowledge and reliallee about the parameters of neighborhood character. To allow neighborhoods to work together with the County to formulate a plan that defines their community of common interest and that fosters a defined community character consistent with COUnty zoning. the Land Use Code, and the Comprehensive Plan. To cOl11plell1el'lt the County's Site ,Plan Review prqcess in neighborhoods that have defined the_ir communit)' character pursuant to these regulations. . . . . . These purposes are further defined by the creation of a map delineating a Neighborhood Conservation District, in which all future development shall be required to comply with the adopted regulations. However, it is important to note that the guidelines set forth by the Overlay District do not replace zoning codes already in place. Nor shall they apply existing strUCtures, making them compliant or noncompliant, based on the wording of the Overlay. Finally, all Overlay districts must be incompliance with the County Comprehensive Plan and Land Use Code. . I ~~ 20 . COUN"ry, . BOTTOM.UP DESIGNATION The creation of an Overlay District must be initiated by members of the community, and in no in$l:ances may the County Board of Commissioners or the Planning Commission initiate the creation of an Overlay District. In order to create a District, the following requirements must be met for Adoption by the County: · Shall Include a minimum of 15 adjacent privately-owned parcels. unless the area proposed is an extension of the boundaries of an approved Neighborhood Conservation Overlay District. · Shall indude privately-owned parcels that are closely settled and of similar size, and which are associated by common characteristics of geography. development. services. and interests. · Should consider other adjacent privately-owned parcels having shared distinguishing character.lstics thl!t c:ou.ld befound to comprise a logical neighborhood unit. when determining the boundaries of a Neighborhood Conservation Overlay District. · Shall exempt prlvately.owned parcels of fIVe acres or greater. unless the owner of the parcel agrees to indusion of that parcel into the Neighborhood Conservation Overlay District. . The establishment of defined district requires signatures from a minimum of 50 percent of the property owners within the delineated area. In the application for the Overlay District, it statement of purpose explaining the intent of the District with a description of the neighborhood and the valued features is required. Also required is a description of land use within the proposed area and history describing the evolution of the history. Finally, a list of homeowner associations or other parties interested in the potential Overlay District must be included in to be considered for adoption. Once this information has been compiled for processing, the prop<?sed Overlay district will go through a series of public meeting reviews prior to final submission to the County for review and adoption. Signed approval of 60 percent of the residents of the district is required for this to occur. Subsequently, the County shall review the proposed Overlay District, evaluating the similar character of the land use types and sizes, and compliancy with Land Use code. . 21. . Chapel Hill, N orthCarolina . Regulation Type: Criteria for Selection: Nomination and Approval: Aaivities Regulated: materials, garage entrance Neighborhood Conservation Districts (see Designation Criteria below) 51% landowner signatures massing, lot coverage, orientation, hardscape, roof line and Pitch, site planning, floor area ratio, style, Managed By: Approved: Town Manager January 2003 ~y_ '22 I . . BACKGROUND In January 2003, the Town of Chapel Hill adopted a Land Use Management Ordinance that includes provision for the creation of Neighborhood Conservation Districts (NCD). Since that time, live neighborhoods have enrolled or are undergoing the enrollment process. An application by at least 51% of the land/ property owners within a delined district is needed to begin the process. The Town of Chapel Hill Website contains the following information on NeD's in the city: Purpose Statement . Within the Town of Chapel Hill there are unique and distinctive older in-town residential neighborhoods, or commercial districts, which contribute signilicantly to the overall character and identity of the Town and are worthy of preservation. and protection. Some of these districts are designated as historic districts, others may lack suflicient historical, architectural or cultural significance at the present time to be designated as Historic Districts. As a matter of public policy, the Town Council aims to preserve, protect, enhance, and perpetuate the value of these residential neighborhoods or commercial districts through the establishment of Neighborhood Conservation Districts. Purpose The purposes of a Neighborhood Conservation District in older Town residential neighborhoods or commercial districts are as follows: . to promote and provide for economic revitalization and/or enhancement to protect and strengthen desirable and unique physical features. design characteristics. and recogniied identity. charm and flavor; to protect and enhance the livability of the Town; to reduce conflict and prevent blighting caused by incompatible and insensitive development. and to promote new compatible development; to stabilize property values; to provide rllsidents and property owners with a planning bargaining tool for futUre development; to promote and retain affordable housing; to encoura:e and strengthen civic. pride; and to encourage the harmonious. orderly and efficient growth and redevelopment of the Town. . . . . . . . . . 23 _ . DESIGNATION CRITERIA To be designated a Neighborhood Conservation District, the area must meet the following criteria: 1. The area must contain a minimum of one block face (all the lots on one side of a block); 2. The area must have been platted or developed at least 25 years ago; 3. At .Ieast 75% ofthe land area in the proposed district is presently improved; and 4. The area must possess one or more of the following distinctive features that create a cohesive identifiable setting, character or association; a. scale, size, type of construction, or distinctive building materials; b. lot layouts, setbacks, .street layouts; alleys or sidewalks; ,c. special natural or streetscape characteristics. such as creek beds, parks, gardens or street landscaping; . d. land use patterns, including mixed or unique uses or activities; or e. abuts or links designated historic landmarks and/or districts. 5. Tlllil area must be predominantly residential in use and character. 6. Any designated Historic Overlay District shall be deemed to satisfy the criteria listed abOve. ZONING AUTHORITY Separate ordinances are required to designate each district. Ordinances designating each Neighborhood Conservation District shall identify the designated district boundaries; and specify the individual purposes and standards for that district. 1. Overlay District - Neighborhood Conservation Districts are designep as overlays to the regular zoning districts. Property designated within these districts must also be designated as being within one of the General Use Districts. Authorized uses must be permitted in both the General Use District and the overlay district. Property designated as a Neighborhood Conservation District may have additional designations. Such property shall comply with aU applicable use restrictions. ~y. 24 . EL HI LL, f\\ .0 r~ 1" l'M~ ll!\i/\ . 2. Zoning Designation a. The zoning designation for property located within a Neighborhood Conservation District shall consist of the base zone symbol and the overlay district symbol (CD) as a suffix. Neighbo~hood Conservation Districts shall be numbered sequentially to distinguish among different districts, i.e., R-4 (CD-I), R-I (CD-2), etc. b. The designation of property within a Neighborhood Conservation District places such property in a new zoning district classification and all procedures and requirements for zoning/rezoning must be followed. c. In the event. of a conflict between the provisions of a specific Neighborhood Conservation District ordinance and the General Use District regulations, the provisions of the Neighborhood Conservation District ordinance shall control. . d. Except as modified by this Section, the procedures for zoning changes set forth in Section 4.4 shall otherwise apply to the designation of an area as a Neighborhood Conservation District. e. Upon gesignation of an area as a Neighborhood Conservation District, the Town Council shall cause notice of such designation to be recorded in the official public records of real property of Orange County. Application Procedures 1. proposal for designation as a Neighborhood Conservation District may be initiated: a. at the direction of Town Council, or b. at the request of owners representing 51% of the land area within the proposed district, or c. at the request of51% of property owners in a proposed district. 2. Following initiation for designation of a Neighborhood Conservation District, the Planning Board shall develop a neighborhood conservation plan for the proposed district that includes: a. maps indicating the boundaries, age of structures and land use of the proposed district; . 25 _ . b. maps and other graphic and written materials identifying and describing the distinctive neighborhood and building characteristics of the proposed district; and c. design standards for new construction, additions or alterations to the street facades of existing buildings or structures within the proposed district. 3. All property owners within the proposed district shall be afforded the opportunity to participate in drafting the conservation plan. A conservation plan shall be approved as part of a ~,qning Atlas Amendment creating a Neighborhood Conservation District. DESIGN STANDARDS 1. The conservation plan approved as part of the zoning ordinance creating a Neighborhood Conservation District shall include design standards for new construction or placement of any building, structure, foundation, sign, public art or outdoor apparatus or equipment (including visible utility boxes or mechanical equipment; trucks; lawn or landscaping equipment, but not including lawnmowers or hand tools; playground equipment; or sports equipment), and any additions, alterations, relocation or rehabilitation to the street facades of existing buildings, structures, foundations, sign, public art, or outdoor apparatus or equipment. . 2. The conservation plan, and requisite design standards shall not apply to those activities which constitute ordinary repair and maintenance, i.e., using the same material and design. 3. The Design Standards f?r the Neighborhood Conservation District shall include the minimum following elements governing the physical characteristics and features of all property (public or private) within the proposed district: a. building height, number of stories; b. building size, massing (frontage, entrance location/features); c. lot size, coverage; d. front and side yard setbacks; e. off-street parking and loading requirements; _ 26 . . f. roof line and pitch; g. paving, hardscape covering. Hi C LiNI\ In addition, the Design Standards may include, but shall not be limited to, the following elements: a. building orientation; c. density; b. general site planning (primary, ancillary structures); d. floor area ratio; e. signage; f. architectural style and details; g. building materials; h. garage entrance location; . j. landscaping; i. front window, dormer size and location; k. fences and walls; I. entrance lighting; m. driveways and sidewalks; n. satellite dishes, utility boxes; o. street furniture; p. public art; q. demolition (see subsection E). . 27 =-- . ADMINISTRATION.OF ORDINANCE 1. No building permit shall be issued for new construction or an alteration or addition to the street facade of an existing building or structure within a designated Neighborhood Conservation District witho\.lt the submission and approval of design plans and the issuance of a Zoning Compliance Permit by the Town Manager. 2. The Town Manager shall review the design plans to determine compliance with the design standards contained in the neighborhoQd conservation plan adopted for the district. 3. If the Town Manager determines that the design plans are in conformance with the design standards adopted for the district, the Town Manager shall approve the plans and issue a Zoning Compliance Permit and the Department of Building Inspections may issue a building permit. 4. If the Town Manager determines that the design plans are not in conformance with the design standards adopted for the district, the Town Manager shall not approve the plans, and will issue Notification of Non-Compliance, identifying the specific Design Standards violated. . 5. The applicant may appeal the Town Manager's determination to the Board of Adjustment for a final determination. II '''IRa 2 8 HAVl ;.' . . Evanston, Illinois . Regulation Type: Criteria for Selection: Nomination and Approval: Aaivities Regulated: Managed By: Approved: Part of zoning code NA NA Height, lot percentage, and garage regulation City planning office NA ~. 30 . . BACKGROUND Like Edina, Evanston is a lirst-ring residential suburb just north of Chicago. Developed along Lake Michigan and commuter rail lines, Evanston focuses on a historic downtown and nearby Northwestern University. Numerous historic neighborhoods, especially near the lake and University have faced significant pressure for larger houses. In 2003, led by Alderman Eb Moran, the Zoning Committee of the City's Plan Commission worked to develop a Sixth W:ard Conservation District to lill gaps in the existing zoning ordinance to control large tear downs and renovations. REGULATIONS OF .THE PROPOSED NEIGHBORHOOD CONSERVATION DISTRICT In a guest essay for The Round Table of Evanston, Alderman Moran wrote that in the last live years, the city's Sixth Ward had seen a steady rise in new houses that are much larger than the homes they replaced. In November, the Committee voted unanimously to create a Neighborhood Conservation District that regulated the following: . 1. The maximum height ofahouse will be measured from street level rather than from the top ofthe basement, often four feet above street level; 2. The height of rebuilds could exceed the height of their predecessors. However, the height could not exceed l! 20 percent increase in the average height of its four neighboring houses. Thus, neighborhoods need not be static. Change, however, would be evolutionary - not overwhelming; 3. The side yard setbacks for rebuilds would have to be at least 15 percent of the lot width but, in any event, no less than five feet on each side; 4. The impervious surface of the entire lot could not exceed 45 percent; 5. 50 percent of the area of a front porch would be exempt from lot coverage and impervious surface limitations. The regulations proved controversial. In February 2004, the Evanston City Council voted not to consider the conservation overlay district in the Sixth Ward. The case of Evanston is, as' far as the resear<,:h of this study has found, the only occasion in which a city council has rejected a task force or planning commission proposed neighborhood conservation district. . 31_ . LIMITED REGULATIONS AS PART OF ZONING CODE Instead, the Council adopted a few of the Plan Commission's recommendations as part of the zoning code including: . a formula for height Iinlltation that Includes a measurement from grade level rather than first floor . a limit on percent of a lot that can be covered by Impervious surfaces . the prohibition of garages with street access, if there is an alley behind the house. The Round Table of Evanston editorialized the following week: ". .. the City Council took the path 0/ least resistance, adopting a Piecemeal solution, adding a few more patches to a zoning ordinance that sliU does not ful!J address the problem of single{ami/y home il1ftll development that is out 0/ scale and fYnc with the barmony of tbe neighborhood. . . Left unattended is the problem 0/ side-:Jard setbacks. A 40foot-taU house mqy still be built seven feet aWtf)l from a modest, older home, if that home is onlY two feet awqy from the lot line because it is a legal non-conforming use. Left unattended is the issue 0/ dwarfing al1d shadowing. A 40foot-taU house mqy sliU be erected next to an 18foot-taU ranch house. ,# . The editorial went on to recommend using a different tool - "the resurrection of floor area ratios, which would tie the size of a house to the size of the lot, in the City's Zoning Ordinance." Since that time, the City's zoning ordinance was supplemented with a "porch allowance" that permits a builder to increase impermeable surfaces if he or she could build a house with a front porch. A second change was a clearer definition of a "remodel" and a "renovation" in the code to prevent projects from being grand fathered in that are essentially an entirely new, and larger house, built on an existing structure. (Endnotes) 1. Evanston Round Table. Feb. 11, 2004 _ 32 . . Oak Park Illinois . Zoning Ordinance Tear down construction was defined as construction or remodeling of single-family and certain two family residences to "at or near the maximum allowable size" under the zoning ordinance in neighborhoods characteristically containing substantially smaller homes. Nomination and Approval: Approval Is awarded based on comPliance to the revised Zoning Ordinance Regulation Type: Criteria (or Selection: Activities Regulated: Managed By: Approved: Zoning Districts R-I, R-2, R-3 and R-4 Single Family Districts Village of Oak Park January 2003 HAV. 34 U i_" j -. , ~ : , . . BACKGROUND The population of the communitY is approximately 52,000 people with a median age of 36. More significant is the diversity within the community with a non-white component of thirty percent. The city claims this that it has one of the most diverse ranges of ethnicity, race and culture in the region. A goal of the community is to maintain this range of diversity and providing persons from the City of Chicago with a means to purchase homes in the suburbs. These goals were effectively identified in the housing objective of the 1990 Comprehensive Plan, which are as follows: "To support racial integration throughout Oak Park and prevent resegregation in any part of the village. "To support an economically diverse housing stock for all income and age groups living or working in Oak Park. "To enhance and maintain the quality of housing stock for all income and age groups living or working in Oak Park. . "To maintain and enhance the residential character of existing residential areas. "To preserve and maintain structures of historical or architectural value and their immediate environment. "To stabilize the size of Oak Park's population. Is has been the concern of the community the trend in tear down construction would be contrary to the goals set forth in the plan, creating a community that did not reflect their identity with in the greater Chicago region. In September of 2002, a present a draft ordinance in regarding the tear down phenomenon was presented for public review. It was acknowledged .in the proposal that property values were going to continue to increase, but the concern was that tear down construction was going to create a situation in which property values would raise at a rate that would transform Oak Park into an exclusive community. Tear down construction was defined as construction or remodeling of single-family and certain two family residences to "at or near the maximum allowable sue" under the zoning ordinance in neighborhoods characteristically containing substantially smaller homes. . 35 _ . THE COMMISSION REPORT Recognizing the potential for problems relative to future tear down construction, the Village board directed the Plan Commission to hold a series of public meetings in order to study the issue relative to the concerns of the community members. Based on the community input, research and site visits, and case studies the Commission made recommendations to the Village board. It was proposed that changes be made to the zoning ordinance regarding the following residential types: R-l: Single Family District R-2: Single Family District R-3: Single Family District R-4: Single Family District For each district type, the general description placed emphasis on the preservation and protection of the physical qualities of the within the respective neighborhoods. This goal was supported through the revised Zoning regulations, presumably designed to lessen the impact of tear down construction. These regulations were structured around the use of set backs in order to maintain a consistent appearance on the street. . In the case of the front street, setback was determined first by a minimum number off the property line, with the added requirement that it be within the average setback around the house. The average setback was determined by the following formula: a. The average front setback is equal to One half of the following sum: the Average Adjacent Front Setback (as hereinafter defined) plus the Average Non-Adjacent Front Setback (as hereinafter defined). (1) The Average Adjacent Front Setback is the average front setback of the buildings or structures on the lots immediately adjoining the subject lot, weighted in accordance with =- 36 . "/lL E OF !LL!!'J is . the width of each such lot. (2) The Average Non-Adjacent Front Setback is the average front setback of the buildings or structUres on all of the non-adjacent lots that are in the same or more-restrictive district, in the same block and on the same side of the street as the subject lot, weighted in accordance with the width of such lot. b. For averaging purposes', vacant lots shall be treated as having the minimum required setback of . 30 feet. When the subject lot is a corner lot, the side street shall be treated as a lot having the minimum required setback of 30 feet. Side yards were determined by a using a fixed dimension or a percentage of the lot depth, whichever number was the lesser. Side yards were defined as minimum distances setback from the property line. Building heights were also defined as a set maximum height, although exceptions were described for use types that were not residential. Because this formula was applied to four different zoning types, they were used relative to a base dimension appropriate to the zoning district. As an example, in R-t and R-2 districts the front yard was required to be set back a minimum of 30 feet whereas the require set back in districts R-3 and R-4 require a set back of only 20 feet. Based on the recommendations the zoning ordinances for R-t through R-4 Were revised in January of 2003. However, the Commission did stress the continued observation would be required in order to determine if this first round of changes would be appropriate for use as a means to regulate tear down construction. . 37 .,.. . . . Regulation Type: None at this time. Topic presently under review Criteria (or Selection: NA Nomination and Approval: NA Activities Regulated: NA Managed By: NA Approved: NA 39 _ . BACKGROUND Rockville and the surrounding Montgomery County is a densely populated suburb of Washington D.C. While the phenomenon of constructing large houses was not new to the area it was previously limited to areas of development with strict development guidelines and review processes. With continued growth and development of the city and county, this construction trend has increasingly spilled over into neighborhoods where the houses have smaller footprints and lower roof heights. WHITE PAPER STUDY The City has taken the process of updating zoning ordinances in order to respond to current needs and concerns. Among these concerns is mansionization and how it has started to impact the City. As a construction trend, mansionization was not something that was new in the City or the surrounding Montgomery County, let alone the entire region surrounding Washington, D.C. Typically, it was managed through neighborhood covenants and architectural reviews. However, it has become an issue of increasing concern as the city is continued to be developed. . The Study addressed four concerns: . Property Value . Infrastructure . Environment . Compatibility SPRAWL AND PROPERTY VALUE At the heart of the all the concerns regarding mansionziantion are the issues of sprawl, development and property values. Rockville continues to develop as a community, but is rapidly becoming built-out, rapidly decreasing the number of lots available. Residential development opportunities were also limited by the increase of development of property in the county adjacent to the city limits. This has resulted in tear down residential development that is increasingly evident within the limits of the city, but not restricted by any of the residential covenants used in other neighborhoods. While the pattern of re-development is not entirely clear, preference is given to areas close to mass transit, location relative to the central core and the amount of land attached to the property that was purchased. =- 40 iJ. ! r; . !t.OCKViLLE, !"1Ag'(LAND . Current residents of the more desirable neighborhoods are concerned that the value of their homes will be limited by tear down development. They are also concerned that the sudden change in property values may change the demographic character of the neighborhood, making the homes less affordable to middle-class home buyers. Some residents are concerned that the increase property values may result in increased taxes while other feel their property values may decrease relative to the new homes. . . The city recognizes these concerns, but also is faced with the demands of a highly competitive housing market within the county and Washington D.C. region. Rapid transformation of the neighborhood character could place a burden on the current residents in' the form of taxes. On the other side of this issue is the concern that a lack of development within a community could generate stagnant market conditions, resulting in decreased property values. This was compounded with the fact that housing stock must be repaired or replaced as it becomes inadequate for use. While renovation is a an option, it had become economically more sensible to tear down the existing residence in many case. 'Hence the charge of the white paper was to describe a number of options that could be used in order to regulate mansionaization, while allowing for development to occur without the use of covenants or other elaborate forms of regulation. REGULATION ALTERNATIVES Within the white paper, five methods of regulating mass were described in addition to a brief discussion of architectural requirements. The five methods of regulating mass were as follows: . Building Envelope Regulations . Roor Area Ratios . Cubic Content Ratios . Second Story regulation . Daylight Plane Regulation Building envelope regulations were described as the traditional means of regulating building construction through the use of defined setbacks on a sliding scale. This is traditionally defined in terms of the. footprint occupying a percentage of the lot. This is used with a defined height limit in order to detctmine the cubic voluri1eof the residence. Presently, the footprint a house may occupy on a lot in Rockville ranges from 25 to 35 percent. Of significance is the manner in which the building height is measured. Themaxirnum heightbf II house is 35 feet, measured from . 41 ttn. the mid~point on a gabled roof. Depending on the slope of the gable, this meanS of measurement may allow for what appears to be an additional floor within the house. This may create a signilicant difference in visual appearance relative to home neighboring this house. FLOOR AREA RATIOS Floor Area Ratios are typically used to regulate commercial development or multiple residences, units such as apartment buildings. In Rockville, they are typically used in situations where setbacks were not an issue. The paper does note that FAR regulations does not allow for ~gulationsregarding the height of a building, as it delines only the gross area of a house. Hence, a height restriction would still be required in order ensure that the bulk of a new house does not impede of the exiting neighboring structures. In agclition to this, the setback regulations would also be required, as this is not regulated by FAR regulations. Cubic content ratios operate in a similar manner and face the same regulatory hurdles as Floor Area Ratios. SECOND STORY REGULATIONS Second Story Regulation involves control of the allowable square footage of a second floor on a house in conjunction with defined setbacks in order to diminish the bulk and visual impact of new construction. Delined as a percentage of the footprint and additionallixed setbacks, this form of regulation is a stepped appearance in the house. However, this form of regulation best suites new construction as exiting homes that are renovated with a second floor may not have load bearing points that correspond with the setback prescribed by regulations. DAYLIGHT PLANE REGULATION Day Light Plane Regulation is the most difficult of all ,five methods to regulate. In this method, the maximum height of a house is defined by projecting imaginary planes through the lot from a delined height at the side property lines. The imaginary planes deline the maximum height of the house at any given location on the lot. However, there may be exemptions such as towers and dormers, and sloping topography on the site exaggerates the maximum height through the site. In addition, as the heights .are determined by the lot area, they requite additional review for each projC:lct. Finally, the Daylight Plane only serves as a supplement to regulation regarqillg setbapks and footprillt areas. IMPLEMENTATION An equally diflicult task to the means of regulation is the means of implementation. The methods of implementation discusses were Additional Neighborhood Review, Overlay Districts and New Permitting Delinitions. The Neighborhood Review _ 42 , TMf DAVUQHT PtANf /~......;:;; ib ,/ lfJil" ti 1 f.4 .'ti"~ ! ~ . ~ j.~' "', " If:'ij; "".. . .~ .""....." ~ ........;1;, ...... "" 11.. /'... .'t .:.~ 11 ~, .. ij ."'0 I ',.;; ~.. t.~ t "', . " ., . , ~ " ...., $ .'~) ~; .... ; "1if.;;if':'" "/. '. ;. .,-J' .' ~..'" . y~. '~//J ft ",. ~# :.<., " CROSS HCTlON OF M OA'Yl.JGHTPUHE 'oz~\ ~'. f . I "'>;" i -.-.4 ! Ai'r" It"'} . Ii . !1~' \iL~,,_.~ ,. , II! ~.__ I ).1 Sltle: mOPEnTY ~ . '~'... . --'-"",, ....~. . . FZOCi( VILLE, j'/IAl'\.YL/\ND . would requue that the proposed construction go through additional review procedures in order to gai~approval. One~l'le teq~ire$ tl111t tllehouse builders gai~ the. approval of the property owners on the adjaqef.lt lots after !=o~structic~f.I exceeded a certain limit. DEFINING HISTORIC AND CONSERVATION OVERLAY OISTRIC;:TS Ov-~lay ~isttlct,swe~e se~llt.llted into fWo . s\1bclitegQfies~ Hist6rjcdi$tri~t$.~n~ COns~yation Oveday Qistricts. lit ellqh case speqilk P9lices andrequirerneni:s atc written in order to protectanc! retain the ViS~lll quality of the~xjsting neighborhood. In th~ case of Historic O:erlayDistricts, attention ~~y be placed on material selection and .color.. More sig9ificantly, development is subject to review ~y a board or commission in order to gain approval for constructigp. Cc:wservation Q-verlay Dis~icts lllck thislinalre~ew and approval procm.Researchintg the architectural history 1113d chllr!lqter of the specific.. overlay district is reqlJired in orlier to create a set of regulatipothllt regulates future development in a manner that reftects the neighboring buildipgs. . The ctelltion of new delinitions involves (:ha!iging definitiong€ the terms '!dernolition" and "substantial alterati()n" in order to discourage te!li dowl:} coqstruction. This would also il:}volve alteration of reviewp~()ced\1res within the City or Rockville. Based on the review, the following recQmmendations were made in th.e white paper . Limit mansionization regulation to the smallest three lot zones. The remaining residential lot types were thought to be adequate to absorb any large residential development without any adverse impact on the adjacent properties. . Modify and add definitions for demolition and substantial alteration. The current definitions are too lenient, as they were not written with the expectation that this construction pattern would occur as a phenomenon, . Establish polices and procedures to create Neighborhood Conservation Districts. This will assist in retaining the architectural character of neighborhoods that are seen as potential areas of redevelopment, while retaining flexibility applicable to each neighborhood. . Additional side yard setbacks after a certain level. The recommended additional setback was 2 feet when the house reached a height beyond 45 feet. . 43 _ Chapter III: l\fethods of Evaluation . . Case studies of previous zoning ordinances serves as a useful method of exploring means of regulation, but evaluation is limited by the definitions set forth in the each case study. This makes it difficult to evaluate the physical conditions of a specific community relative to the housing stock. In the previous section, a number of approaches were taken according to the respective social agendas. What was not evident in these case studies was the appearance of the historic building fabric. The appearance of the homes, placing the previous zoning ordinances into question, also not evident in these studies. Typically, these houses are described as being "out of scale" or as the odd tooth in a smile. How is it that this is determined? How the bulk of a building is measured relative to the street and the neighboring properties should be examined as part of this process. Hay Dobbs has executed a secondary research exercise examining three means of identifying or measuring the bulk of a residence. The Methods of evaluation are as follows; . Faceprint Assessment. the results of a Georgia Tech research project on tear downs Evaluation Criteria for the National Register. prepared by the National Park Service Highway Visual Impact Assessment. Prepared by MnDot . . _ 44 . . . . Face Print Analysis In 2003, Georgia Tech University was contacted regarding the visual impact that the tear down development was having on adjacent properties and neighborhoods. The goal of the project was to address three key questions that were identified by the City of Atlanta's Inlill Housing Task Force. The questions that were brought to bear were as follows . Would current zoning regulations control the scale of single-family residential structures? . If not, what methods are available (or could be developed) to measure the scale of residential s~uctures? - . Could these measures be used to develop appropriate con~1 mechanisms in parts of Atlanta! The Georgia Tech study took an approach that primarily addressed the second question in an effort to find answers for the other two. The result of their research and study was a photogrammetrical process called "faceprinting." Rather than rely upon more traditional means of measurement, such as measuring the foot print of a building or using established setbacks, their goal was to create a system of measurement that would measure the house's visual impact relative to the street. The first part of the process involves photographing the house from the street. The photographer would face the house in question with their heels placed against the curb on the opposite side of the street. The camera settings are to be set at the widest angle possible in order to get as much of the house in the frame as possible. The resulting image is then used in order to determine the relative size of the house. The image would be imported into any computer application that was capable of measuring polygons, such as cad. This part of the process involves creating an outline of the house in order to measure the area of the house relative to the area of the photograph. The measured area of the house is then divided by the area of the photograph, yielding a percentage. This is then multiplied by the observed building height, yielding a number that is the weighted faceprint. While the study does serve as a means to measure the scale of an object relative to the frame, it does not provide a clear means by which a house may be measured relative to the context that is in. As ap example, two houses may have identical faceprint ratios while having drastically different footprints. Secondly, each house is considered as an object within a frame, with no concern as to how it is situated of the property. How a residence is placed within the boundaries of the lot play an important part in their visual impact on the adjacent properties and the neighboring houses. 45 .. Technically, there were some parts of this process that are not clear. It is assumed that the camera used will have settings similar to any other camera used to execute the same process. These setting include those of the aperture and the physical position (height) of the camera. Hence, two different cameras could yield drastically different results when measurements of the same house are taken. Granted, the measurements for each set of studies would be consistent, but lens selection could skew the calculations. This would result in lower number, making the house appear smaller based on the measured value of construction. In addition, the measured faceptintdoes not take the side elevations of the house into account. In a effort to be in compliance within the designated range for a faceprint, a the bulk of a house could be positioned on along the property line. This would result in a house that was compliant, but would still be visually encroaching on the adjacent property. Finally, this appears to be a method of evaluation that is reactionary, using existing out of scale construction as a means to determine the maximum allowable ratio. However, it would be difficult to enforce future construction limitations based on the notion that the house with the highest number exceeds the a number set post construction. _ 46 .:- ~ { ; f . . . . . . National Register Requirements Another method of determining could be based on restructuring the guidelines used to designate Historic Suburbs prepared by the U.S. Department of the Interior. Written in 2002, the Bulletin, Historic Residential Suburbs: Guidelines for Evaluation and Documentation for the National Register of Historic Places identifies significant suburban forms in order to preserve their historic fabric for future generations. .' This Bulletin is of particular relevance to Edina because the community embodies many of the qualities identified that make properties eligible for the National Register. Of particular note is the historic Country Club district, which has a distinct history as a community within Edina. Contemporary construction is still driven by a strict set of covenants and guidelines. While the rest of the community may not have the advantage of covenants as construction guidelines, they are all parts of a rich tapestry of developed landscapes, each with its own unique history and relationship with the surrounding landscape. An advantage over the Faceprint study is that the analysis could occur prior to the construction of any homes that seem out of scale. The resulting guidelines could be used to ensure that future construction be done in such a manner that is not only appropriately scaled, but also is in keeping with the architectural fabric surrounding it. Evaluation involves the following three activities: . Defining historic significance. and assessing the historic integrity of the community. · Intensive building and site Inventories of the history and condition of a neighborhood is related to the historic patterns of suburbanlzation that shaped the locality or metropolitan area where it is located. . Final evaluation to determine whether or not a property meets the National Register criteria for evaluation and is eligible for National Register listing. 47 .. . For the purposes of the creating construction guidelines, the second and third point would not be stressed in favor of a more extensive examination of the physical attributes of the community in order to generate construction guidelines. In keeping with the requirements set forth by the Department of the Interior, appropriate means of evaluating the community could be: .. Spatial Organization and land Patterns · Topography · VegetatiOn · Circulation · Structures, Furnishings and Objects In addition to these points, histories of the developers should be examined, along with an examination regarding the history of how the parcels were developed. This would allow for some flexibility in regulation, recognizing that the community was developed in phases, and not as a single event. . While this would have the advantage of allowing for some flexibility in regulation, the adoption the National Register guidelines as a foundation for construction regulation could ultimately prove problematic. The first issue would be the assumption that all the neighborhoods had historic value of some form. If that was not the case, it could be a contentious matter to determine which neighborhoods deserve designation versus those that do not. Granted, evaluation on historical merit could be apparent, but those communities that were not selected for conservation would most likely experience a backlash possibly resulting in an even faster rate of tear down construction. This could possibly be interpreted as a form of redlining in the community. ~. 48 . . Highway Visual Impact Assessment, Prepared by MnDot The final method of evaluation that could be used to identify restrictions could be the Highway Visual Impact Assessment prepared by the Minnesota Department of Transportation. Based on a 1999 visual survey and published in 2001, tlw Visual Impact Assessment documents the results of three different highway view sheds in the state of Minnesota. In each of the surveys the highway view sheds of urban corridors were selected andused as the basis of examination. In each survey, volunteers were required to ride as a group through the corridor, calling out points of interest, regardless of whether they were deemed attractive or otherwise. . In the course of the survey, several key elements were identified as a means to determine the legibility of the surrounding landscape and to identify any unsightly conditions. Individuals would call out to identify points of significance while the other volunteers would note and assess the view on a scale of 1-5. While these points were assessed by the passengers, MnDOT staff gave the point an identification number and wrote down the mileage to allow for further review and photographs at a later date. In addition to the areas that were identified by the volunteers, a number of locations had been identified by MnDOT for asSessment. In these locations, specific elements of the landscape were evaluated as required. The advantage of this format was that it allowed for a broad range of considerations with relative anonymity. Because the volunteers were required to identify and rate the points on the tour, a more comprehensive assessment of the corridors was compiled. Based on this, MnDOT was able to identify a number of identifiers that were common to the evaluation of the highways. These were as follows: · Maintenance . Planting design . Structural design . Vistas from the highway . 49 - . In the case of evaluating tear downs, this process may provide means of determining common aesthetic themes in the built community. A similar process in Edina could involve a tour of the city in order to identify a range of housing conditions in order to determine how residents of the city feel about recent construction trends. This information could be used to create a foundation for a set of guidelines to regulate future development in the city. As a tool, it combines the means of assessment used in the face print study with that of the National Register Requirements. It allows people to visually assess and rank residential construction asa visual exercise, with the ability to compile data for quantification. That being said, it embodies the problems involved with both of the methods as well. The unspoken caveat in the Visual Assessment method is that there is a group of undesirable residences by default. Most likely these will be determined not by a common sense of aesthetics but by the tastes of the individual who have volunteered for the exercise. This could generate dissent among members of the community as their homes would be singled out as being "bad" or in "poor taste." It could also have the potentially undesirable effect of creating additional incentives for tear down construction in areas with smaller homes. . r~ 50 HAV! . . . . Chapter IV: Alternate Means of Regulation LIMITATIONS OF CONVENTIONAL ZONING Based on our research, the use of conventional methods of zoning will not be suitable for the regulation of tear down construction patterns as they appear today. Conventional zoning should be considered as a method of regulation that determines the maximum bulk that a residence may have relative to the size of the property, defined by a maximum foot print and defined maximum height or construction. What is not taken into account in this method of assessment is context. While a new residence may be designe~'and constructed in full compliance with the zoning code, the difference in size may be significant enough to make it "stand out" from the older homes in the neighborhood. Therefore, it seems clear that part of the process of regulating tear down construction would be creating policies or process that takes the neighborhood, or the physical context into account. Any alternate means of regulation should take into account relationships berween the builder, community regulation and existing residents in the neighborhood. To that end, there are possibly three different approaches that may be taken in order to establish a process in which the physical qualities of new construction are considered relative to existing physical character of the neighborhood. These are: flex zoning regulations, community education and tax incentives. 1. Flex Zoning Flex zoning is a method of encouraging and regulating growth in dense areas where mixed use types may be effectively combined in a manner not permitted with traditional zoning definitions. It is important to note that typically, this form of regulation is not defined as an overlay district, but is intended to serve as part of a revitalization or redevelopme~t process. Hence, the goal is to encourage growth and development with areas that are traditionally commercial and residential in nature. In these cases, bulk is not regulated by building height, but is examined on a case by case basis, with emphasis placed on the effective combination of use types. Commonly associated with principles of smart growrh, Flex zoning serves as a means to create efficient urban environments while preserving undeveloped land for future use. In the context of saturated building environments, it creates an oppottunity to make new districts based on the exiting urban fabric. Relative to the process of regulating residential construction, flex zoning can create opportunities 51_ . in communities that encourages the continuous evaluation of residential renovation and construction in order to maintain or encourage growth. As a principle of smart growth, it is recommended that flex zoning be used as part of a comprehensive set of regulations and guidelines thatinclude community education and tax incentives. It must be stressed that flex zoning typically does not address bulk specifically. Instead, new regulations and guidelines would be required in order to properly address how new construction is situated within the existing residential fabric. I m,..! .UNGAl.OW : S"'UNAS , d -..................'....;.... ,..., "',,',;.. ,- "c., ',,", . . ~., "('>/X':dLJ..:~:::"J tdl;t;"".':.... . ...c....,/ (,',- \..":'.1'1')1 ,;;;~ p " / \ '" \, '-" , ;.../','............ "(.:-'" //\ f;<:\,,1," \,,:.,'(9.. ') '-. \~,_.J ~, . ....i "." ~-!. .,.f" -l . ~,_: . ','J.., '., Form-based building code from Salinas, CA showing setback and massing limitations. This very general level of regulation, tailored to the scale of each neighborhood, can be written into Edina} general code in tandem with the update of the Comprehensive Plan. ~vlllD 52 . . . . 2. Community Education In addition to regulatory options and visual assessment, Edina has the opportunity to take an educational outreach approach to addressing neighborhood change. In many historic districts across the country, business and homeowners are encouraged to follow voluntary guidelines for materials replacement, setbacks, and signage. For Edina, there are several strategies through which appropriate yet varied construction and renovations can take place under voluntary programs with clear recommended guidelines. Some of the strategies to disseminate information as follows: THE EDINA DESIGN FORUM: CITIZENS COMMITTED TO RESIDENTIAL DESIGN Whatever form they take, Edina's design education, review and outreach programs will need coordination. The current task-force could continue as the Edina Design Forum-a mix of residents of varied backgrounds and expertise, this group would work with city staff to coordinate and evaluate the success of the possible programs. Overtime, ineffective programs could be phased out and popular programs improved. GRAPHIC IllUSTRATIONS AND DISCUSSION MATERIALS Future forums, discussion groups and consulting will require visual examples of models for renovation and new design. A first task can be writing an illustrative booklet demonstrating appropriate massing, setback, window patterns and materials for various Edina neighborhoods. The book can describe the historic evolution of Edina, how lots and houses changed in scale, and how best to adapt them to today's needs without overwhelming smaller nearby properties. The book would be filled with photo, sketches, simulations of appropriate and inappropriate alterations, text, and sources for further information and materials. WEB SITE AND INFORMATION FORUM The Task Force can operate a website to include the graphic booklet along with links to appropriate city officials or other information sources. 53 _ . PUBLIC PRESENTATIONS Regular public presentations can be planned for each of the city's neighborhoods to review Edina's history and change, the contents of graphic booklet and to answer homeowner questions. This presentation can also be brought to specific neighborhoods at their request. ARCHITECT AND CONTRACTOR CONTINUING EDUCATION Because most residential projects involve contractors and designers, the Forum can host special workshops fonhe building trades and professions. Topics can include Edina codes, review process, recommended materials, appropriate scale and approaches for conflict resolution with neighbors. Relevant city staff can also attend to introduce themselves. The goal would be to create a common understanding of high-quality design that can avoid community protest, delayed approvals, and costly redesigns. VOLUNTARY DESIGN REVIEW Homeowners seeking to build or renovate should be able to come to the Forum for voluntary design review. A volunteer panel of design professionals from Edina can provide advice, critique and support for projects when they are in the eady schematic design phase. This input will help owners and contractors to have a clear sense of expectations and the opportunity to address them in the most cost-effective way possible. . PRO-BONO PROFESSIONAL ADVICE The Forum can also establish a program whereby local design experts can provide 2-3 hours of pro-bono advice for residents who are beginning to consider a building project. ANNUAL AWARDS PROGRAM This program can recognize complementary new construction and renovation in Edina while also lauding the work of specific volunteers or groups. Models include awards programs from the Minneapolis Committee on the Urban Environment (CUE) and awards programs from the Preservation Alliance of Minnesota. See the Preservation Alliance website and awards at: www.mnpreserv4tion.orglawards2005 M!~tBel 5.. I . . . . 3. Tax Incentives With a possible model of historic preservation tax credits at the federal level, Edina can offer tax incentives in the form of delayed valuation increases or abatements for homeowners who pursue the voluntary design review process and follow volunteer panel advice. Current house assessed values could be frozen for five years after the project's completion. A second option is to reduce the tax mill rate for a set period of time. 55 _ Chapter V: Task Force Findings and Recommendations The following findings and recommendations are supported by the Task Force based on discussion and the research presented herein: Findings: I. Massing is a nationwide issue. The Task Force defines "massing" as: 'The over aU volume and scale of a building relative to the height, roof peek, setbacks, width, and silk yards of neighboring houses. 'Massing' is not an absolute set of measurements but is contextual Massing is based on existing neighborhood character, especialty that experienced when moving along the street. " · Many cities are addressing the issue. . No city has found an ideal solution. . The Issue revolves around property rights. 2. Overall, residential rebuilding in Edina has been positive · Design has been pleasing and a good fit for the neighborhood; · Construction has been of good quality; · While the mass of new houses generally has been larger than neighboring houses, the mass has typically not been overwhelming; and · Residential rebuilding signals rebirth of neighborhoods. .. S6 3. Where residential reconstruction has raised concerns, the following were generally true: . The rebuilt house was in a neighborhood of small and/or narrow lots; and . The most common concern was that the rebuilt house was "too high," and/or too close to the lot line or too large for the lot relative to neighbors. 4. Residents expressed concern about lack of notification for teardowns and expansions. 5. Residents expressed strong concerns about disruption and neighborhood livability during the construction of a new house or a major remodeling of an existing house. . 6. To address neighborhood livability, the existing city codes may not be adequate to regulate residential projects. Some projects meeting city codes have raised citizen concerns. . 7. In addressing new residential construction and expansions. the challenge is to find the appropriate balance between: -The right of a land owner to develop property; and . The right of neighboring land owners to the "peaceful enjoyment" of their property. . . . . Recommendations: I. Mandatory neighbor notification prior to permit letting. Property owners who intepd to build a new house or substantially rebuild an' existing house should be required to notify neighboring property owners. The notification should involve demolition and construction start and completion dates along with elevation and site plans. Preferably, a perspective drawing showing the view of the completed project from the street should also be provided as part of the notification. The City should not issue a building permit until the notification has taken place. Ideally, the city should post these and other permit-related drawings on the city web site for public review. 2. Neighborhood design education. Create and support an ongoing outreach program for neighborhood education and project review. Staffed by the city, volun.teers, and possibly outside consultants, this group could create "neighborhood handbooks" tailored to the scale, history, style and setbacks of each neighborhood. This handbook could identify character-defining features for each neighborhood and how to meet modern needs while protecting them. 3. Neighborhood focus for comprehensive plan update. When the Comprehensive Plan is updated in 2008, neighborhood geographic definition and character should be addressed. After completion of the update, the zoning and building codes could be adjusted to address issues including: height, bulk, driveway coverage, and setback. These guidelines would be customized by lot size and neighborhood context. They would not restrict style, materials, or colors. 4. Voluntary Neighborhood Conservation Districts,. Groups of adjoining homeowners could have the option to create their own Neighborhood Conservation Oistricts which could further guide construction activity. 5. Proactive Residential Construction Oversight and Regulation: . Start time . Parking . Congestion . Safety . Damage to adjoining property . Time to complete . Trees - loss & damage . Road damage . Storm water system damage . Propane tanks . Dumpsters . Portable toilets 57 _ Appendix- . This Appendix is divided into the following sub-sections: . National and regional news artides . Community case studies and white papers . National Trust for Historic Preservation Studies · Sample research and perception~tudy methodologies . Task Force Meeting Minutes . Other All of these sources informed the contents of this study and recommended options. . - 58 . Protecting Amerlca"s Historic Neighborhoods ,',' - -"-': -'-- - - -.:-' - - ,- TAMING THE TEAR DOWN TREND by Adrian Scott Fine & Jim Lindberg June 2002 ACKNOWLEDGEMENTS National Trust staff who contributed significantly in the writing of this report include: Constance Beaumont, Megan Brown, Julia Miller, Anthony Veerkamp, and Dwight Young. Peter Brink provided overall guidance and support. Other National Trust staff who assisted with this project include Kathy Adams, Mike Buhler, Daniel Carey, Greg Coble, Amy Cole, Hap Connors, Marilyn Fenollosa, Mary Ruffin Hanbery, Kitty Higgins, John Hildr~th, Alicia Lay Leuba, Jim Peterson, Beth Newburger, Wendy Nicholas, Barbara Pahl, and Royce Yeater. Others who contributed information, photos, or stories of teardowns I3nd solutions include: Dan Becker, William L. Bruning, Meredith Arms Bzdak, Boyd Coon, Alice DeSol!za,Laurie deVegter, Jean Follett, Betsy Friedberg, David Goldfarb, Bridget Hartman, Dwayne Jones, George Kramer, Lara.Kritzer, Bruce Kriviskey, Patricia Lake, Meg Lousteau, Weiming Lu, Amy Lucas, Mike Mathews, John McCall, Nancy McCoy, Vincent Michael, Richard Michaelson, Marya Morris, John Payne, Sue Scherner,Gretchen,Schuler, Ellen Shubart, Christopher Skelly, David Swift, Kevin Tremble, Steve Turner, and Nore Winter. The following organizatior)s provided information for this report:. American Planning Association, Atlanta Preservation Center, Citizens for Historic Preservation (Ocean City, NJ), City and County of Denver Community Planning and Development Agency, Massachusetts Historical Commission,NationalAlliance of Preservation Commissions, Preservation League of Staten Island (NY), Preservl3tion Park Cities (Dallas, TX), and the Preservation Resource Center of New Orleans, Cover photo credits: Julia Miller, David Swift, Sue Schemer. . . . CONTENTS . EXECUTIVE SUMMARY PART I: AN ALARMING EPIDEMIC . What is a Teardown? . Historic Neighborhoods are Teardown Targets PART II: THE IMPACT OF TEAR DOWNS ON HISTORIC PLACES . Aren't Historic Properties Protected From Demolition? . Destroying Architectural Heritage . How Oversized New Houses are Damaging Historic Neighborhoods . Reducing Affordable Housing and Community Diversity . Losing Control of the Neighborhood PART III: WHAT IS CAUSING THE TEAR DOWN EPIDEMIC? . Rising Real Estate Prices . ThEfSupersizing of the American House . Back to the City (and Older Suburbs) . The Attraction of Historic Neighborhoods . What Baby Boomers Want PART IV: THE ECONOMICS OF TEARDOWNS . The Rule of Three . The Influence of Speculators . When the Ride is Over . PART V: ARE TEARDOWNS SMART GROWTH? . Compatible Infill: the Win-Win Solution . The Tradition of Additions PART VI: TOOLS TO TAME THE TEARDOWN TREND . Planning Ahead . Demolition Moratoriums and Delays . Moving Threatened Homes . Historic Districts . Conservation Districts . Design Review . FARs and Lot Coverage Requirements . Setbacks and Open Space Standards . Bulk Limits . Development Incentives and Bonuses . Downzowning . Easements and Covenants . Community Land Trusts . Historic Real Estate Marketing and Education Programs . Financial Incentives and Technical Assistance CONCLUSION FIVE TEARDOWN CASE STUDIES . ENDNOTES NATIONAL TRUST FOR HISTORIC PRESERVATION TAIIlNemE TEAIIDO_1REND 1 EXECUTIVE SUMMARY: TAMING THE TEAR DOWN TREND A disturbing pattern of demolitions is approaching epidemic proportions in historic neighborhoods across America: . In two neighborhoods just outside downtown Dallas, more than 1,000 early 20th century homes have been purchased, bulldozed and sent to the dump, making way for the construction of luxury homes of up to 10,000 square feet each. . In Denver, some 200 homes - most of them brick bungalows from the 1920s and 1930s - were demolished last year and replaced with stucco-clad houses three times their size. . In the Chicago suburb of Winnetka, a rare pre-Civil War house was purchased for $12 million and leveled by a new owner who planned a vast luxury home but has since moved to California. . In Rancho Mirage, Calif., a museum-quality,5,000-square- foot home designed in 1962 by famed architect Richard Neutra was demolished without warning by its new owners, who plan to build a much larger new house. . Even the work of Frank Lloyd Wright is at risk. In the close-in Chicago suburb of Bannockburn, a house designed by Wright in 1956 was purchased last year by an owner who announced plans - later dropped - to demolish it and build new. What is behind this rush to demolish historic houses? It is the teardown trend, a real estate development practice that is devastating historic neighborhoods across the nation. The National Trust has documented more than 100 communities in 20 states that are experiencing significant numbers of teardowns, and that number is climbing fast. The term "teardown" refers to the practice of demolishing an existing house to make way for a dramatically larger new house on the same site. While teardowns are sometimes acceptable, the National Trust is specifically concerned about those that are wreaking havoc in historic neighborhoods, whether they are officially designated historic or are potentially eligible for such designation at the federal, state or local level. The. most obvious impact of teardowns in historic neighborhoods is the loss of older houses that become "scrape-offs" because they are seen as outdated or too small. Perhaps even more damaging are the replacements for these demolished homes: massive, out-of-scale new structures that completely ignore the historic character of the existing neighborhood. Shoehorning massive, suburban-style homes into historic neighborhoods is not a good fit. Typically measuring from 3,000 to 10,000 square feet, these new structures overshadow neighboring homes and threaten the very qualities that make historic neighborhoods so attractive in the first place. The large new houses are often dominated in front by driveways and three and four-car garages, and oriented to private interior spaces rather than the community life of front porches and sidewalks. Incrementally, as the number of teardowns increases, the overall character and charm of a historic neighborhood begins to disappear, replaced by a hodgepodge of boxy new mansions and forlorn-looking older homes. Neighborhood livability is diminished when mature trees and landscaping are removed, backyards are eliminated, and sunlight is blocked by towering new structures built up to the property lines. Economic and social diversity is reduced when modest, affordable homes are replaced with structures . costing three times as much. Finally, any sense of neighborhood continuity and stability is lost when teardowns are a constant threat and speculative developers, rather than residents, control the neighborhood's destiny. What has caused the recent increase in teardowns? The trend is driven in part by the growing economy and substantial wealth that many households have accumulated over the past decade. But teardowns are also occurring because a growing number of people are looking for alternatives to long, congested commutes. As more people look for housing in urban and close-in suburban locations, they are often drawn to well-preserved historic neighborhoods. Many of these new residents, however, are bringing suburban-style housing preferences back to the city with them, including the desire for vast square footage, numerous amenities and multi-car . garages. These features are difficult to fit into many historic neighborhoods. The challenge is to accommodate changing housing tastes and needs without sacrificing the character and long-term stability of older neighborhoods. While some argue that teardowns are a component of smart growth that brings density back to cities, this is often not the case. Most teardowns do not add density, but simply replace existing homes with larger and more costly structures. There is, however, a "win-win" alternative to teardowns. Architecturally compatible new infill construction is a true smart-growth strategy that directs higher density and new investment to appropriate areas. Development opportunities - including underused historic structures and vacant land in older neighborhoods - abound in most American cities. Even in areas where large parcels of open land are scarce, .. teardowns can be avoided by encouraging sensitive additions to NATIONAL TRUST FOR HISTORIC PRESERVATION T.1II81HE1IAIIDOWN mEND 2 existing properties and identifying parcels where compatibly-designed, . appropriately-scaled new homes can complement the established historic character of the neighborhood. SOLUTIONS: What steps can communities take to prevent teardowns or better manage their impact? First and most important, residents must develop a vision for the future, deciding where and how growth and change can be accommodated. Then, mechanisms must be put in place to ensure that this vision is not compromised by speculative teardown developers. In places where the pace of teardowns has already reached a crisis point, it may be necessary to provide a "cooling-off" period, through a temporary moratorium on teardowns, to allow time for the community to develop a consensus about what to do. Another useful early step is to prepare visual simulations of what a neighborhood would look like if it . were fully "built out" under current zoning. Often the difference between the "build out" scenario and current conditions is dramatic, suggesting the need to develop strategies to manage development more carefully. Communities can choose from a variety of effective planning and preservation tools to implement their vision and tame teardowns. Several of these tools aim to protect existing structures, in part by requiring the review of proposed demolitions and by limiting the scale of new construction to reduc.e the pressure for teardowns. Other tools are designed to guide sensitive additions to existing homes. and to ensure that new construction respectS a neighborhood's historic character rather than damaging it. In considering techniques to protect the character of historic neighborhoods, communities should keep in mind that there is no "magic . bullet" that will stop teardowns. A variety of strategies will be needed, including these: . Placing a temporary moratorium on demolitions, with high penalties for violations, can prevent the loss of significant structures and allow time to develop alternatives to demolition. . Designating historic districts enables local boards to review and prevent demolitions and ensure that new construction is compatible with the established building patterns and styles of designated historic neighborhoods. . Establishing neighborhood conservation districts helps ensure that traditional neighborhood character is not destroyed by demolitions or out- of-scale new construction. . Providing for design review of new construction projects in residential areas, whether for all new homes or for projects above a certain size, allows city planning staff to suggest alternatives to incompatible construction proposals. . Setting f1oor-area-ratios and lot coverage requirements keeps the scale of new construction compatible with existing homes by capping the percentage of a residential lot that may be built upon. . Revising development standards to define criteria for building height and width, roof pitch, garage and driveway locations, front and side setbacks and other building features helps ensure that new houses and additions are consistent with existing community character. . Downzowning can adjust the mix of uses and densities permitted in specific areas to fit more closely with what residents want their neighborhood to be in the future. . Negotiating VOluntary easements and covenants for selected individual properties, either through donation or purchase, can ensure that the architectural character and affordability of landmark properties are permanently protected. . DeVeloping historic real estate marketing and education programs is a way to inform realtors and potential new residents about the history of older neighborhoods and provide guidance in areas such as rehabilitating historic homes and building compatible additions. . Providing financial incentives and technical assistance, such as tax abatements, low-interest loans and referrals to qualified contractors, helps residents acquire and rehabilitate historic houses. Residents have worked for decades to protect and nurture the slow, incremental revitalization of many historic neighborhoods across the country. Now, suddenly, some of these very same places are threatened - not by people leaving the neighborhood but by newcomers wanting to move in on their own terms. The challenge today is to manage this new investment so that it respects the character and distinctiveness that made these neighborhoods so valuable and desirable in the first place. NATIONAL TRUST FOR HISTORIC PRESERVATION TAMING 1IIE 'IUIIDOWN mEND 3 PART I: AN ALARMING EPIDEMIC Until a few years ago, the "teardown" was a relatively isolated phenomenon, occurring most often in the nation's wealthiest communities,.. places like Aspen, Nantucket and Beverly Hills. Elsewhere in America, the term was largely unfamiliar - but not anymore. Articles about controversial teardowns appear regularly in newspapers around the country. On the tree-lined streets of once-quiet older neighborhoods in scores of communities, bulldozers are moving in and battles are erupting between developers and neighbors. Teardowns, in short, have reached epidemic proportions. Evidence of the teardown trend can be found among the older, inner-ring suburbs surrounding Chicago and Boston, in desirable urban neighborhoods in Atlanta and Denver, in the "techno-boom" towns around San Francisco and Seattle, in conveniently-located commuter suburbs in New Jersey and Maryland, and in historic resort towns from Palm Beach to Palm Springs. In some communities the practice is just beginning. In other places, the trend has become so firmly entrenched that it is not uncommon to see older homes demolished almost daily. Once teardownS start, they proliferate. "It's a trend that keeps on rolling," says a New Jersey builder. "Builders used to be afraid to be the first person in a neighborhood to tear a house down. But now they're looking around and saying they don't mind taking the risk."1 To date, the National Trust has documented more than 100 communities in 20 states that are experiencing significant numbers of teardowns. What Is a Teardown? The term "teardown" refers to the practice of demolishing an existing house to make way for a dramatically larger new house on the same site. Here's how the practice typically works: Developers look for properties in established neighborhoods where there is a potential to build far more square footage than is contained in the existing home. The existing house is purchased and bulldozed, the lot is scraped clean, a much larger new house is erected, and the completed project is offered for sale. Variations exist: In some cases, large estates are subdivided and leveled to make way for two or more new homes, while in other instances several smaller houses are cleared to provide space for one massive, single-family home. In most teardown situations the existing house is removed completely, though occasionally a small portion is left . After Neighborhood experiencing teardowns. Small, older homes are often demolished and replaced With a new house three times the size of any existing house on the block. Drawing: Adrian Scott Fine. . . NATIONAL TRUST FOR HISTORIC PRESERVATION TAMING TNE tEARDOWN IREND 4 standing, engulfed by new construction. As more . houses are purchased and demolished and massive new homes take their place, the character of a neighborhood is permanently changed. Hlstort~ Neighborhoods are Teardown Targets The impact of teardowns is especially disturbing in historic neighborhoods, whether these areas are officially designated historic or are potentially eligible for such designation at the federal, state or local level. Built before the automobile became dominant in American cities, these urban neighborhoods and inner- ring suburbs are highly prized for their pedestrian orientation, convenient location near mass transit lines, attractive tree-lined streets, historic residential architecture, public amenities such as parks and libraries, local shopping districts l;lnd good schools. Many of them are stable and nearly built out, with relatively few houses for sale and even fewer lots available for construction of new homes. With many people wanting to move into such desirable areas but also preferring large new houses, the pressure for teardowns can be intense. . Teardown Target.. Modest historic houses located on large lots are typical targets, such as this Craftsmen style bungalow. Photo: Patricia Lake It is common to find teardowns concentrated in areas where the homes are relatively small, typically featuring two or three bedrooms and ranging from 1,000 to 1,800 square feet. Many of these homes were built in the early 2()th century, when a 'growing economy and more accessible lending policies allowed large numbers of city-clwellers to buy private homes for the first time. Lot sizes in these areas vary from 5,000 to 10,000 square feet, with the house typically covering only 20 percent of the lot. With today's preference for larger . homes, many older neighborhoods are considered . underbuilt. NATIONAL TRUST FOR HISTORIC PRESERVATION "Scrap&Off." Older house recently demolished and lot graded to street level. Photo: Adrian Scott Fine PART II: THE IMPACT OF TEAR DOWNS ON HISTORIC PLACES As cities evolve and grow, the periodic replacement of outdated and inefficient structures is both inevitable and desirable. Tearing down an older buiiding that lacks historic significance or architectural distinction can be appropriate and positive, especially in areas that are not historic. Even in historic neighborhoods, structures that do not contribute to the overall character of the area may be candidates for replacement with higher-quality, better-designed buildings. In recent years, however, demolitions have often been as hasty and ill-considered as in the heyday of urban renewal in the 1950s and 1960s. Today's teardown trend is another example of how We sometimes carelessly throw away our valuable heritage in the name of progress and change. Teardowns' impact on historic neighborhoods is twofold. First, as fine historic homes are reduced to rubble to make way for much larger new houses, the architectural heritage of our communities is eroded. Second, the massive, out-of-scale structures that are built to replace older homes do not fit well in historic neighborhoods and threaten the very qualities that make these neighborhoods attractive and desirable. TAMING !HE 'I'EARDOWN 1REND 5 Aren't Historic Properties Protected from Teardowns? Although it is frequently assumed that properties and districts that are designated "historic" are protected from demolition, this is often not the case. Historic designation at the federal level, through the National Register ofHi~toric Places, offers recognition and some financial il1centives for preservation, but such listing does not prevent private owners from demolishing their homes. The same is generally true for properties listed on state. registers of hist()ric places. Real protection for historic properties comes with local designation, typically through historic preservation ordinances that have been enacted in some 2,500 communities around the nation. The level of protection provided by these ordinances varies greatly. Many ordinances are simply advisory or can only delay proposed demolitions temporarily, and their effectiveness may be compromised by shifts in the local political climate. Demolition In Progress. Increasing numbers of historic properties are being lost to the wrecking ball Photo: David Swift Although many of the neighborhoods threatened by tea rd owns. are considered historic, most of these areas currently lack designation of any type. There are many reasons for this, including the fact that some of these areas have not been adequately studied and documented.2 Historic designation is often not seriously considered until a threat emerges and demolitions begin to occur. In addition, many local governments are stretching their resources to manage existing historic districts and have not had the time, funding or staffing needed to survey and designate additional historic neighborhoods. As a result, great numbers of historic places - ranging from Victorian neighborhoods in Staten Island, N. Y., to Craftsmen-style bungalow enclaves in Santa Monica, Calif. - are essentially unprotected and vulnerable to future teardowns. . Teardowns are Destroying Arcllltectural Heritage As the teardown trend continues, increasing numbers of historic properties are being lost to the wrecking ball. The losses usually start slowly, with the demolition of a few homes scattered through the neighborhoOd. If teardowns are allowed to continue, a domino effect often takes over, and entire blocks of smaller historic homes can disappear in the co.urse of a building season. Lost in the process are the types of houses that define the common, vernacular architectural heritage of a community. These include early 2()th- century lake cottages in Minneapolis, Queen Anne homes in Seattle, Prairie-style bungalows in the Chicago suburbs, Colonial Revival houses near Washington, D.C. and early Modernist designs in Connecticut and California. In addition, many noteworthy landmarkS have been demolished and replaced: . In Palo Alto, Calif., an 1899 Craftsman-style house designed by Julia Morgan, architect of San Simeon and California's first woman architect, was demolished. . In the Main Line suburbs outside Philadelphia, a 1905 home that was one of the finest remaining residential structures designed by Horace Trumbauer, architect of the Philadelphia Art Museum, was bulldozed. . In the Chicago suburb of Winnetka, a rare pre-Civil War house was purchased for $12 million and leveled by a new owner who planned a vast luxury home but has since moved to California. . In North Hempstead, N. Y., the Tristram Dodge House, built .in 1719 and once owned by members of the Astor family, is proposed for a "scrape-off." . In Tenafly, N. J., the historic 1909 Hensel House was demolished in 2000. This American Foursquare-style house on a one-acre lot was considered one of the most significant in Tenafly, but developer Steve Konefsky said, "I don't look at this house as being historic. I look at it as being a potentially unique situation for subdividing that is allowable by ordinance."3 . . NATIONAl TRUST FOR HISTORIC PRESERVATION 1'AIIIN8 'IIIE 1EARDOWM IREND 6 Teardowns also are seen in residential areas developed after World War II. Early postwar homes were fairly . small and located on spacious lots - perfect teardown targets in today's real estate market. While the vast majority of hornes in these areas are not yet considered historic by most people, an increasing number of neighborhoods and individual homes from the 1950s and 1960s are being recognized for their architectural and historic significance. In California, homes in 1950s subdivisions designed by Joseph Eichler are now coveted like classic cars. These homes are fairly small by today's new home standards, however, and controversies have erupted over recent teardowns and large additions in Eichler neighborhoods. "In the next five years, a lot of this 50s stuff will be gone," says Kevin Tremble, chair of the Tenafly [N. J.] Historic Preservation Commission. Modern homes designed by some of the 20th century's best-known architects have been lost to teardowns. For example: . In New Canaan, Conn., more than a dozen classic 1950s modernist homes designed by architects such as Marcel Breuer have been razed and replaced by spraWling new homes. In Rancho Mirage, Calif., a museum-quality, 5,000- square-foot home designed in 1962 by famed architect Richard Neutra was demolished without warning by its new owners, who plan to build an even larger new home. . Even the work of Frank Lloyd Wright is at risk. In the close-in Chicago suburb of Bannockburn, a spacious house designed by Wright in 1956 was purchased last year by an owner who announced plans to demolish it and build new. Fortunately, the ensuing public outcry resulted in the sale of the house to a preservation-minded buyer. . . How OVersized New Ho.s. are Damaging Historic Neighborhoods The damage caused by teardowns in historic neighborhoods only begins with the demolition of historic houses. What comes next can be even more destructive: the construction of new, oversized structures that disrupt architectural character, diminish livability and reduce economic and social diversity throughout the neighborhood. In neighborhoods experiencing teardowns, it is not uncommon for small, older houses to be demolished and replaced with new houses three times the size of any e.xisting home on the block. This greatly increased . square footage frequently results in tall, bulky NATIONAL TRUST FOR HISTORIC PRESERVATION structures that loom over adjacent houses and break the established building patterns of the area. "When you inject one of these McMansions into the middle of this otherwise homogeneous neighborhood, it sticks out like a sore thumb," Robert Griffin, former president of the Bergen County Historical Society, told the Bergen Record in a story about teardowns in New Jersey, a state where homes are 25 percent larger than the national average.4 The size of these new homes reflects American consume.rs' appetite for more and more special amenities, greater interior space. and bigger garages. Though it may not last indefinitely, the current trend toward larger home.s is difficult to accommodate in historic neighborhoOds where space is limited. Out of Scale. Tall, bulky new homes often loom over adjacent, historic houses. Photo: Adrian Scott Fine The livability of historic neighborhoods is erOded when new houses are built out to the lot lines, all but eliminating side and back yards. In many cases, mature trees and landscaping are cut down to make way for these massive new houses, which block sunlight to neighboring yards and cast permanent shadows onto adjacent homes. When homeowner Jeannene Przyblyski learned that a large new structure was proposed next door to her home outside San Francisco, she said to the developer, "What you're telling me is that the rear of my house, my deck and garden will effectively become the Iightwell for your building."5 The new mini-castles often seem like stand--alone developments, their plans oriented to private interior spaces rather than the community life of front porches and sidewalks. A report on teardowns prepared for the City of Geneva, III., noted that large replacement homes "tend to be somewhat isolating, like fortresses ... in TAMlNe1ME 'lEARDOWN mEND 7 some instances, they may actually discourage neighborhood interaction."6 The automobile orientation of many of these homes is particularly damaging to neighborhood character. In many older neighborhoods, garages and driveways are located off rear service alleys; front yards are kept free of driveways and cars, creating a pleasant environment for porch-sitting, walking and socializing. All too often, the new homes being built in historic neighborhoods today are designed in accordance with car-oriented subdivision formulas: Front yards are given over to driveways and house facades are dominated by garage doors rather than porches. Some communities have taken steps to address the impact of front garages on historic neighborhoods. In Portland, Ore.,the so-called "snout" house,with its protruding, front-facing garage doors, was banned from th~ city's older neighborhoods in 1999. "We are not anti-automobile so much as we are pro-pedestrian," says a Portland city planner.7 '..rdOw,. afit4ace. Affordable Housing and Cc>>mmalllty Diversity In addition to their negative impact on architecture and neighborhO()d Character, teardowns can greatly alter the economic and socia I balanc.e of historic communities. One ()f the great attributes of older nei~hborhoods is that they are built in a way that encourages people of different ages, householdtype~, income leve.ls and cultures to live together. The existence of small homes, "granny flats," basement apartments and carriage houses fosters diversity in historic neighborhoods. Without ca'reful integration into an established neighborhood, teardowns eliminate many of these housing options, including affordable houses that previously at/owed many young families a chance at homeownership. Once known as "starter homes," these modest but sturdy bungalows, Cape Cods, Colonials, ranches and other all-American house types are now seen as "teardown targets." In some communities experiencing teardowns, the starter house has become an endangered species. For communities that are concerned only with the bottom line, the teardown trend may have a short-term payoff in that property tax revenues often increase temporarily. These higher taxes, however, can be enough to drive out many single householdS, moderate- income famili~ and older homeowners living on fixed incomes. When Elaine Kadish of Englewood, N. J., saw her property taxes rise 40 percent in a single year, she Before After Change In Character. Replacement houses are often more automobile oriented, with front yards given over to driveways. Drawing: Adrian Scott Fine had to sell the Victorian home she had lived in for years - only to see it to become a teardown. A Palisades Park, N. J., developer finds this process beneficial, providing a kind of social service. "The old people can get a good price and move somewhere else where they can afford to live," he says.s Many long-time residents of historic neighborhoods are afraid that teardowns will turn formerly mixed-income communities into homogeneous, upper-class enclaves. In the Boston suburb of Arlington, Selectman Charles Lyons proposed a task force to look at teardowns and affordable housing, saying, "Down the road, I don't want my children and their children raised in a community where you have to be upper middle-class to Iive."9 . losing Control of the Neighborhood As teardowns advance, property owners may feel powerless to intervene or have a say in hbw their historic neighborhood changes. Often it seems that the developers and builders have taken control of the community. In neighborhoods where the home market is extremely tight, houses simply transfer quietly to developers instead of going up for sale. Some owners are solicited through mail and telephone by realtors encouraging them to sell toa developer who plans a teardown. A Chicago builder says, "We do everything imaginable, including scanning the classified pages of newspapers, driving around neighborhoods, and knocking on doors."10 A resident of Chevy Chase, Md., remembers when teardowns first arrived. "As the real estate market took off, several agents began their assault on our neighborhood. Our smaller houses came down and Big Box Victorians sprouted up all over the . NATIONAL TRUST FOR HISTORIC PRESERVATION TAMIN81HE1EARDOWN 1REND 8 place." She adds, "I am saddened that it is the .. realtor/developers dictating the size, scale, and massing of these new homes and shaping the future of our community, and not WE the community who are determining our own future."11 Without careful management and planning by residents and government leaders who have a long-term investment in the community, the teardown epidemic threatens to destroy the very qualities that have made historic neighborhoods so attractive over the years. Unfortunately, some places have already passed the point of no return. In these communities, streets are cluttered with a jumble of oversized monster houses sitting uncomfortably next to forlorn-looking older homes waiting for the wrecking ball. Increasingly, historic houses look out of place in these neighborhoods, whose chaI~cter and charm have been irreparably damaged. Most long-time residents have left. The good news is that in most communities it is not too late to stop teardowns. Residents and community leaders still have a chance to develop alternatives to teardowns, to guide development and change in ways that respect the historic character and diversity of their older neighborhoods, and to ensure the long-term . sustainability of their communities. The following sections are intended to help arm neighborhood residents, preservationists and local government officials with information and tools to stem the teardown epidemic. PART III: WHAT HAS CAUSED THE TEAR DOWN EPIDEMIC? What caused the teardown trend to spread so quickly across the country over the past few years? Is it likely to continue, or will it slow down? The answers to these questions are still being sorted out, but it is clear that several major economic, demographic and market trends have conspired to bring intense development pressure to certain older neighborhoods. A better understanding of these trends m~y lead us to solutions that encourage investment in historic neighborhoods without sacrificing their historic character, diversity and affordability. Here are some of the factors influencing the teardown trend nationally: . Before Stand-Alone Houses. New, oversized structures can radically disrupt the character of a historic neighborhood. Drawing: Adrian Scott Fine Rising .eal Estate Prices Perhaps the key factor contributing to the teardown trend has been the booming economy, which took off in the early 1990s and helped spark a rapid rise in real estate prices. Increased demand and historically low interest rates also helped keep home prices moving up. According to a recent report from the Joint Center for Housing Studies at Harvard University, housing prices have outpaced inflation by sixteen percent since 1993.12 In some of the hottest metropolitan markets, home values have doubled and even tripled over the last decade. Even during the recent economic slowdown, housing prices have continued to climb.i3 Rising residential real estate values have led developers to look for "undervalued" properties, including those that are located in stable, older neighborhoods in urban centers and inner-ring suburbs. Many of these undervalued properties are teardown targets. In addition, sellers in the current hot market are pocketing considerable capital gains to invest in their next home. With .extra cash in hand, many people are buying as much house as they can afford, hoping to ride the "equity wave" that has been so powerful in recent years. This increases the demand for larger homes. The Superslzlng of the American House Like almost everything else in today's society, American houses are getting bigger. In 1950, the average new home incorporated 1,000 square feet, including two bedrooms, one bath, a small living room, dining room. and kitchen. In 1970, the size of new homes had NATIONAL TRUST FOR HISTORIC PRESERVATION TAIlING 1ME 1EARDOWN tREND 9 jumped to 1,500 square feet. Last year, the average new home measured 2,265 square fe~t and included three bedrooms, two baths and a two-car garage.14 While that is the average size of new homes, many houses are being built at a far grander scale. According to the National Association of Homebuilders, eighteen percent of the houses built in 2001 (more than 200,000 houses) provided at least 3,000 square feet of living space. New subdivisions of luxury homes reaching 5,000 square feet and up are commonplace on the edges of most cities. The list of desired features in new homes has changed as well, and now includes amenities such as great rooms, kitchen islands, spa bathrooms, his-and-hers walk-in closets, home offices, nanny suites, media rooms and multi-car attached garages. Seventeen percent of American homes now have garage space for at least three cars.15 Recent experience in many communities shows that it is the larger homes - 3,000 square feet and more, with plenty of amenities - that are typically b~ing built on the site of teardowns. Many older homes do not meet today's average new-home standards and few offer the amenities of the large new luxury houses. Will American houses keep getting bigger? Perhaps not. "America's long-running love affair with big houses may finally be fizzling," notes a recent Wall Street Journal Online report on how homebuilders are beginning to offer smaller designs that are more compatible with older neighborhoods.16 The popularity of Minneapolis architect Sarah Susanka's book, The Not So Big House, is another indicator that bigger is not better for every household tOdayP And it shouldn't be forgotten that historic homes, including small ones, maintain a strong market appeal of their own. Architectural detailing, high-quality materials, craftsmanship, historic character, charm - these qualities still matter to many buyers looking for homes in historic neighborhoods. Back to the City (and Older SUbUrbs) After years of losing residents to the suburbs, some of the nation's largest cities experienced net population increases in the last decade, many for the first time since before World War II. 2000 Census figures show that thirty-five of the fifty largest American cities gained residents between 1990 and 2000.18 The potential significance of the urban market is indicated by the fact that the National Association of Homebuilders recently prepared a stUdy called The Next Frontier: Building Homes in American Cities that cites a number of reasons for the interest in city living: "Some are looking to cities again because of their proximity to jobs, Shopping and urban amenities. Some are looking to cities because of the great energy, history and sense of place. And some are looking to cities to escape the lOng. commutes associated with suburban living. Regardless of the reason, it is clear that the market for urban housing is gaining momentum. "19 The influx of new residents to cities is surely a welcome trend to preservationists. But unless it is managed well, this trend may also increase the pressure for teardowns in convenient, established urban neighborhoods and close-in suburbs. A key question is whether those people who are moving into historic areas will insist on incompatible, out-of-scale suburban building styles or adapt to the traditional patterns of older neighborhoods. To make the most of the emerging "back to the city" movement, local governments and nonprofit groups must encourage the rehabilitation and development of additional urban and inner-suburban neighborhoods. This would provide more housing choices for future buyers and take away some of the pressure for teardowns in established neighborhoods. TIle Attraction of Historic Neighborhoods Almost without exception, population incr~ases and urban revitalization are happening in exactly thoSe places where local residents and preservationists have been successful in protecting the high-qu~lity architecture, mature landscaping and pedestrian . orientation oftraditional, historic neighborhoods. "The most important factor in urban revitalization [is] the folks of all ages and social classes who never gave up on their old neighborhoods, who rolled up their sleeves to hold the line on urban decay, and who ultimately brought real improvements to their communities" notes Peter Katz, a real estate consultant and writer on urban development.2o In those historic neighborhoods where teardowns have now begun, residents and preservationists must feel Domino Effect. It may be only a matter of time before the historic house next door becomes a teardown. Photo: Adrian Scott Fine . NATIONAL TRUST FOR HISTORIC PRESERVATION TAMlN81HE1EAIIDOWN 1REND 10 like victims of their own success. As residents come . back to many cities, historic neighborhoods without adequate protections in place will continue to be teardown targets. Along with stronger protections to prevent demolitions and out-of-scale additions, preservationists must seek "win-win" solutions by identifying appropriate infill sites and developing flexible guidelines to encourage compatible new construction. What Baby Boomers Want Members of the massive baby boom generation (born between 1946 and 1964) head 40 percent of American households and control 70 percent of the nation's wealth (cite). The tastes and preferences of this generation will certainly influence housing trends in coming years. Last year, the first group of baby boomers turned 55; by 2010 there will be an estimated 37 million "boomers" 55 or.older.21 Their children, the "echo boomers," are now becoming young adults and are expected to be starting families during this same period. The Joint Center for Housing Studies at Harvard University predicts: "With many of the baby boomers becoming empty-nesters and their children starting to marry, the fastest growing household type will be . marri.ed couples Wit.h.out minor children living at home. "22 For these empty-nesters, housing choices will be determined less by factors such as school districts and yard size and more by convenience, weather and proximity to cultural and recreational amenities. Attractive urban neighborhoods and lively downtown areas are likely to become preferred home locations for many empty-nesters in coming years. Many of their children, meanwhile, will be seeking starter homes in older suburban areas. If not managed carefully, the teardown trend threatens to negatively impact both of these potential future markets. PART IV: THE ECONOMICS OF TEAR DOWNS At first glance, the idea of a teardown defies common sense. Why woulcl someone pay hundreds of thousands of dollars - in some cases even millions of dollars - to buy a house, only to tear it down? The answer is that the buyers of these properties are not buying houses, they are buying land - or "buildable lots," to use real estate terminology. The existing houses on these lots become almost incidental when the value of the land is .. actually higher than the value of t. he house that sits on it. Before After Bigger Houses. New houses being built on the site of teardowns are typically 3,000 sq. ft. or larger. Drawing: Adrian Scott Fine Lot values are determined in part by physical features and size, but even more by location. In real estate, the , most important quality of a property is how things look next door and across the street. We all know that waterfront properties command greater prices than lots a block or two away. Similarly, a quarter-acre lot in a conveniently located, well-kept neighborhood with good schools is worth more than a similar lot in a neighborhood that does not have those qualities. Add amenities such as historic architecture, mature trees and traditional pedestrian-oriented streetscapes, and the land value goes even higher. The final factor in NATIONAL TRUST FOR HISTORIC PRESERVATION TAMING 1111 1EARDOWN 1REND 11 determining land values is how a site is zoned: what size and type of structure can be built on the property. If the value of the land exceeds the value of the house that sits on it, then a teardown scenario begins to make economic sense. "A house is most likely a goner if the property it's on is worth far more than the structure," says a recent BusinessWeek Online article on the teardown trend.23 The RUle of Three Real estate agents and developers talk about the "Rule of Three" when it comes to teardowns. If you can sell a finished new home for about three times what you paid for the property, the conventional wisdom goes, then a teardown will payoff. Consider a hypothetical "hot" neighborhood where houses are selling for $200 per square foot. Average new construction costs in the same neighborhood are $100 per square foot. A developer finds a 1,350- square-foot 1920s house and purchases it for $270,000. He then pays $30,000 to demolish the house, spends another $400,000 to build a new 4,000-square-foot house an(l sells it for $800,000 - just about three times what he paid for the property. After deducting $700,000 for the costs of acquisition, demolition and construction, the developer is left with a handsome $100,000 profit. The Rule of Three is particularly imp()rtant for commt,mities to keep in mind when thinking about how to slow the teardown trend. Using various tools to limit house sizes to less than three times the size of existing homes will make teardowns far less attractive economically, espeCially for speculators. The laflueaee of Speculators "People have a right to tear down their house if they want to," is one comment often heard when the teardown issue is discussed. But that is not what is really happening. Only a tiny fraction of teardowns are carried out by the long-time owners of the houses being demolished. A somewhat larger number of teardowns are "custom" jobs, paid for by new residents who have recently purchased an existing home and have hired a contractor to tear it down and build a new house for them befOre they actually move into the neighborhood. The majority of teardowns, according to many sources, are the work of speculative developers. This comes as no surprise. Once a few people started making money doing teardowns, it didn't take long for the real estate and construction industry to catch on. The speculators are often fairly small operators who have finally found a way to get into the homebuilding game. Building homes in new S.Ubdivisions takes major financial backing and is . generally carried out by large corporate builders. Teardowns are different. All ofthe necessary infrastructure is in place and developers can take on one house at a time, building capital as they go. Still, the profit margins from teardowns can be so appealing that larger entities are starting to get involved. For example, in the Dallas suburb of Highland Park, a local builders' association recently purchased thirty large historic homes and has begun tearing them down to make way for even larger new luxury homes of 5,000 square feet and more. Whea the Ride Is OYer "If you see a wave of teardowns in your area, enjoy the ride, because it may not last," warns a BusinessWeek Online report. "In such neighborhoods, builders often do the teardowns and put up new houses on spec. To make money, they have to build houses that are more expensive than others in the area. As long as those new houses keep selling, they pull up prices of existing properties. But when the market says enough already, builders pull out and the merry-go-round stops. "24 This is the economic downside of the teardown trend. Once the houses in a neighborhood are seen as mere buildable lots rather than homes, the tendency is for . people to move out of older properties as quickly as possible. Prices for viable historic homes usually hit a ceiling at this point or even start to decline, and properties once praised by realtors as "charming and historic" are now described as "older home on expansive lot" - realtor code for a potential teardown. "Any historic house that comes on the market now has a deep discount because it is old," said Jean Follett, a historic preservation commission member in Hinsdale, III., where teardowns have consumed 20 percent of the historic housing stock.25 The attractiveness and lasting economic value of historic neighborhoods can be permanently lost if the teardown syndrome is allowed to progress beyond the pOint of no return. The boom-and-bust cycle of teardown zones stands in marked contrast to the steady appreciation of property values seen in neighborhoods protected by local historic district designation. Dozens of economic studies have shown that property values in historic districts consistently increase - and moreover, they rise at a faster rate than properties in similar, but unprotected, neighborhoods nearby.26 . NATIONAL TRUST FOR HISTORIC PRESERVATION TAMINe11lE TEA__IREND 12 PART V: ARE TEAR DOWNS SMART . GROWTH? Some have argued that teardowns represent a kind of "smart growth" that brings density back to cities and helps prevent suburban sprawl, but this is often not the case. Tearing down a smaller existing house to build a larger new one simply adds square footage, not population density. In fact, as increasing numbers of modest, affordable homes suitable for young families are removed from the urban inventory, densities in some neighborhoods may actually be decreasing due to teardowns. There is no question that the revitalization of existing urban areas is one of the most effective weapons in the fight against sprawl, since re-densifying cities reduces the pressure to continually expand the suburban frontier. Cities need new residents and new investment to stay healthy, but new investment in existing neighborhoods need not come at the cost of the community's heritage and character. Compatible Inflll: the Win-Win Solation Often, a teardown is a missed opportunity for true smart growth. Rather than demolishing older homes, new infill . development can be inserted sensitively into the urban fabric. As the National Association of Homebuilders states in The Next Frontier: Building Homes ;n American Cities: "Revitalizing older suburban and inner city markets and encouraging infill development is universally accepted as good public policy. Infill development, done wisely, can take advantage of existing infrastructure; provide higher densities in locations where mass transportation is already in place; and integrate new housing into the fabric of the community. "27 The promise of infill development is based on the recognition that open land and development opportunities abound in most cities. Potential infill sites range from scattered individual parcels and old parking lots to large swaths that were cleared as part of urban renewal in the 1960s, such as the Midtown neighborhoods in Memphis, where hundreds of new houses are now being built. Obsolete freeways are being removed to make way for new infill development in places such as Boston, Milwaukee and San Francisco. In Denver, two old airfields within the city ~ limits - Lowry Air Force Base and Stapleton airport - . are being redeveloped as urban neighborhoods, each NATIONAl TRUST FOR HISTORIC PRESERVATION New Houses that Rtthe Nel~borhQOf:l.5000 block of Munger Place Historic District in Dallas, Photo: Nancy McCoy with thousands of new homes, schools, offices and businesses. Brownfields are another major infill opportunity. These include sites of old gas stations, dry cleaners and larger industrial operations that can be cleaned up and made ready for new uses, including housing. A survey by the U.S. Conference of Mayors reported that there are more than 18,000 brownfield sites covering 81,000 acres with potential for urban redevelopment.28 In Pittsburgh, for example, a former industrial site is being redeveloped to create a new urban neighborhood of 700 homes and apartments. Such large urban infill parcels provide opportunities for the construction of entire new neighborhoods to help knit cities back together, increase urban densities, provide more affordable housing and add vitality and activity. Fewer large parcels of open land are typically available in older suburban areas. In these areas, the challenge is to insert well-designed individual infill housing into the existing neighborhood fabric and to encourage sensitive additions to existing properties. Typical modern suburban building formulas don't make sense in historic neighborhoods because they break with the pedestrian orientation of communities that were laid out before cars began to dominate the landscape. Along with maintaining a pedestrian-friendly appearance, the other key issue in most neighborhood infill situations is scale. No amount of period detailing can lessen the impact of a new home that is simply too big for its site. Building height, width, setback, lot coverage - these are the elements that must be in TAMING1IIE 'lUllDOWN mEND 13 keeping with existing patterns. New architectural styles and innovative designs can often fit in well among older homes if the scale and orientation are COQ1patible. Rebuilding to Scale. New infill, American Foursquare style house in Munger Place Historic District in Dallas. Photo: Nancy McCoy Tbe Tradition of Additions Americans have along history of altering the homes they live in to meet changing needs. The ability to expand an older house can be a deciding factor in whether a family stays in an older neighborhood or moves to the far suburbs. As with new infill projects, the key to achieving compatible additions is scale. Additions that triple the size of existing houses are difficult to do well. Usually the older home is left standing in front, practically a fa<:ade, while the new addition looms behind. In Aspen, where massive, high- ceilinged additions stick out behind tiny old miner's shacks, these are called "bustle houses" for their resemblance to the large, padded dresses that women once wore. A compatible addition is usually not larger than the size of the existing house and should be designed to avoid the appearance of adding one large mass. Thousands of compatible additions have been completed in historic districts around the country in the last few decades, guided by the advice of citizen commissions, professional architects and planning staff. PART VI: TOOLS TO TAME THE TEAR DOWN TREND . Those who live in neighborhoods affected by the teardown trend often feel powerless. How can private homeowners stop the developers and contractors who roam their streets, looking for their next "teardown target?" How can residents speak out against the s~ze of houses that their new neighbors have chosen to live in? Local government leaders are also torn. What is the right balance between protecting historic character and respecting private property rights? What is the best way to limit the size of new homes without turning away new investment? Planning Abead An important first step is to initiate dialogue about the future of the community and what residents want it to look like. Opinion surveys, town meetings, focus groups and interviews with key leaders and neighborhood representatives are some of the ways to build consensus about the future. The goal is to develop a common vision. "We're an old community that has been rediscovered," said an Oak Park, III., village trustee at a recent meeting about the teardown trend. "We have to deCide what we like about the community, what character the village should protect."29 . Ideally, these conversations about the future occur ~s part of a comprehensive planning process, but that IS often not possible in a reasonable time frame. In places where the pace of teardowns has already . reached a crisis point, it may be necessary to prOVide a "cooling-off" period by imposing a temporary moratorium on teardowns, to allow time for the community to develop a consensus about what to do. Some local governments have appointed task forces or committees to look at the impact of teardowns and possible solutions. To help build trust and eas~ the . tensions that typically arise over the tea rd own Issue, It is important to involve a range of stakeholders in these discussions, including neighborhood groups, preservationists, architects, builders, developers and realtors. Some cities have responded to the teardown threat by organizing community design "charrettes" and "visioning" workshops, where architects and planners help sketch out alternative development scenarios for residents to consider. Itmay be helpful to use models or computer simulation software to prepare a "build- out" diagram showing the extent to which each property could be developed under the current zoning . NATIONAL TRUST FOR HISTORIC PRESERVATION TAMINGlIIE1EARDOWN 1REND 14 regulations. These diagrams can be a shock to long- . time residents and often lead to calls for more careful . management of future development. Before. proceeding with specific strategies, it is often useful to conduct an "audit" of current development policies and their effects - positive or negative ~ on the teardown trend. This will help identify problem areas that need to be a~dressed before engaging in the debate over specific solutions. Many zoning codes include language that was developed in the 1950s and 1960s to guide the development of booming postwar subdivisions. These codes often contain outdated construction standards that may allow or even encourage design that is not compatible with the character of historic neighborhoods. Revisions to these standards can help make new construction more compatible and prevent sOl;Yle teardowns. Communities across the country are using a variety of specifiC tools - some new, others well-tested - in their efforts to tame the teardown trend. These tools generally slow teardowns in one of two ways: . by reducing or eliminating the economic pressure for teardowns through changes to zoning regulations that limit the square footage that can be . built on a given lot, or . by encouraging compatible design through various means, including new construction standards, design review procedures, special neighborhood "overlay" districts, financial incentives and education programs. These tools can be combined and packaged for implementation at a citywide scale though zoning code revisions or improved development standards, or at the neighborhood level through targeted zoning overlay districts of various types. Following are descriptions of some of the most common responses to the teardown trend, along with brief commentary on the effectiveness of each tool. Because there is no "magic bullet" that will stop teardowns, communities should expect to use a variety of strategies, perhaps combining several of the tools described below. . Demolition Moratoriums and Delays It is particularly upsetting to long-time residents when a historic home is demolished without warning. Left behind is a lingering sense that the house might have been saved - if only there had been adequate notice and more time to develop alternatives. A demolition moratorium makes it illegal to demolish properties in the community or neighborhood during a defined period, usually from six months to a year. This buys time for residents and local governments to develop permanent policies to better manage development and limit teardowns. Demolition-delay ordinances establish a required waiting period (90 days up to one year is typical) before demolition permits are issued for specific properties. This allows time for community input and the development of alternatives. In Newton, Mass., a one-year demolition delay period was instituted to slow the pace of teardowns. In Highland Park, III., the delay period is specifically used to determine whether a property is historic and merits preservation. Comments. This approach is most appropriate in communities where the pace of teardowns is accelerating and few, if any, management tools are in place. Moratoriums and delays must have defined and reasonable time frames to avoid legal challenges. The definition of "demolition" must be clear so as to avoid "alterations" where all but a few exterior walls are bulldozed. Penalties must be severe enough to discourage violations. Moving Tti....tened Homes Moving threatened historic homes is a last resQrt that should be considered only when all other options have failed to protect the property. If possible, endangered homes should be movedto hearby lots within the neighborhood that are similar to their original. location in setting, orientation and surrounding architectural character. Examples of succeS$fully rnoved~in histQric houses may pe found in the Munger Place Historic District in Dallas and in Glencoe, Illinois. Comments... Moved homes can make attractive, compatible infill projects if h~ndled sensitively. If employed too often or easily, however, this option can become a habit and the re-shuffling of properties eventually creates a confused and false sense of neighborhood history. Historic Districts First enacted in the 1930s, local historic districts have now been established in more than 2,500 communities across the nation to protect historic sites and neighborhoods from demolition, insenSitive alterations and out~f-character new construction. About 75 percent of local historiC district ordinances include design guidelines that provide speCific information on how to build compatible, appropriately-scaled additions and infill structures. Many historic district ordinances in large cities include the authority to deny demolition of NATIONAL TllUST FOR HISTORIC PRESERVATION TAM_1HE 1EAJlDOWN mEND 16 significant structures. In many suburban communities, however, ordinances are simply advisory or provide only temporary demolition delays. Historic districts are a type of zoning overlay, meaning that they are added to the underlying zoning regulations, which remain in effect. Well-known historic districts include Georgetown in Washington, D.C., Society Hill in Philadelphia and the Garden District in New Orleans. Comments: This approach can provide the most complete protection for historic properties, including the power to deny demolition as well as mandatory review and approval of all exterior alterations, additions and new infill construction - but it requires significant staff resources to administer effectively, especially in large neighborhoods. In many older neighborhoods, all blocks may not meet eligibility standards, resulting in a patchwork of protected and unprotected properties. Considerable time will likely be required to research eligible properties, establish proposed boundaries and win political approval. Neighborhood of Bungalows. Historic District in Denver. Photo: Jim Lindberg Conservation Districts Like historic districts, conservation districts are usually a type of zoning overlay, with boundaries that define a specific area or neighborhood that exhibits certain shared physical characteristics and development patterns. Conservation districts generally provide for review of demolitions and other major changes to existing properties, such as large additions. Conservation districts can be tailored to meet individual neighborhood needs and typically include design guidelines for front and side setbacks, building height and width, roof pitch and garage location. Generally not included in conservation district ordinances are the "fine grain" design review items that appear in . traditional historic district ordinances, such as windows, . doors, trim, building materials, etc. About two dozen cities around the country have active, well-established conservation district programs. They are known by a variety of names: "Special Planning Districts" in Phoenix, "Neighborhood Conservation Overlay Districts" in Raleigh, N. C., and "Historic Conservation Districts" in Memphis, for example. Comments: Conservation districts address issues such as demolition and oversized new construction with less administrative burden than historic districts. Boundaries and eligibility criteria can be more inclusive than traditional historic districts. While it is likely to encounter less political resistance than historic district designation, this approach may lead to calls for loosening of design review in nearby traditional historic districts. Design Review Several communities have tried to address the impact of oversized new houses by imposing a design-review zoning overlay that is not necessarily tied to the historic character of the neighborhood. "Urban design districts" or "design overlay districts" allow staff to review major . development proposals and suggest ways to improve their appearance and compatibility with existing structures. Design review may be triggered when projects exceed a certain size, or it may be required in exchange for allowing slightly larger square footage. The suburban community of Park Ridge, 111., developed an "Appearance Code" that applies design review criteria to all new home construction in the community. Comments. While this approach can lead to significant design improvements and compatibility, it does not change the underlying zoning, so size and scale may not be affected. It requires significant administrative resources and staff with design training. Floo....Area.Ratlos and Lot Coverage Requirements Traditionally used in commercial districts, the Floor-to- Area-Ratio (FAR) concept is increasingly being applied in residential areas to limit the size of homes relative to the lots they occupy. Floor area ratios regulate the amount of buildable floor area in relation to the size of the lot. For example, a .6 FAR would allow a builder to cover up to 60 percent of a lot with a one-story structure or 30 percent of the lot with two stories. FAR definitions . may be included as part of citywide zoning changes or ,. NATIONAL TRUST FOR HISTORIC PRESERVATION TAMING 1ME 1EARDOWN mEND 16 written into overlay district language for specific . neighborhoods. Some cities have used maximum lot , coverage formulas to get at the same result as FARs. These tools are most effective when used in combination with other building standards, such as setback requirements and height limits. To address oversized new construction, the town of Gulf Stream, Fla., developed the Gulf Stream Design Manual, which combines FAR requirements and detailed design standards. Comments: These regulations directly address the problem of overSea led new construction and ean eliminate the economic incentive for teardowns by limiting new square footage, but they do not directly prevent demolitions. Formulas for determining FAR ratios can be cumbersome and difficult to calculate, and a high level of admlnistrative staff review is needed. . Setbacks and Open Space Standards Most city zoning codes stipulate a minimum distance that new houses must be set back from the street. These standard setbacks may not be in keeping with historic patterns, however, allowing new construction to break with the established line of older houses on a block. Defining side and rear setback lines can also limit the mass of new houses. Along with setbacks, many communities require that a certain percentage of a lot be maintained as "open space." Often, clarifications are needed to define.whether driveways, garages, window wells and porches qualify as open space. As part of setback or open space requirements, many zoning codes include language regarding garage and driveway size and placement, landscaping and tree preservation - all of which can be written or revised to be compatible with historic development patterns Comments: Like FARs and lot coverage ratios, setbacks and open space requirements can be effective ways to limit the scale of new construction and maintain basic neighborhood building patterns. They may create "nonconforming" properties, meaning that owners of properties that do not meet standards in their current state cannot make changes without violating the zoning code. . Bulk Limits Some communities have developed standards to establish maximum "bulk planes" or "encroachment planes" to limit the scale of new construction, lessen impacts and insure that adequate air and sunlight reach neighboring properties ("solar access ordinance" is another term used). The formulas used to determine bulk planes can be fairly complex, but they generally work by defining the allowable dimensions of exterior walls, roof heights and roof pitches. Comments. Bulk limits can reduce the scale of new construction and impacts on neithboring properties. However, these limits do not insure compatible design and may lead to awkward attempts to "build to the rule" without considering historic patterns. For instance, Denver's current standards encourage pitched roofs, but in doing so also prohibit the traditional two-story, flat-roofed "Denver Square" - one of the city's most common historic house types. Development Incentives and Bonuses A variety of incentives can be developed to encourage compatible design and direct new construction toward appropriate areas. Often, square footage bonuses are provided for projects that include particularly compatible features, such as front porches, detached garages or the use of exterior brick. Incentives to allow detached garage apartments (also known as "Accessory Dwelling Units") offer a number of advantages for most historic neighborhoods: They increase square footage in a way that maintains historic building patterns, provide a potential source of income for the owners of the primary dwelling on the lot, and increase the diversity of housing options in the neighborhood. Seattle recently passed an ordinance allowing Accessory Dwelling Units for single-family homes. In Portland, Ore., a higher density of development is allowed on lots that have been vacant for five years or more. Comments. Incentives ean be packaged to help make other, more restrictive development standards politically palatable. Experience in most cities suggests that developers will use all incentives available to achieve greater square footage. Downzownlng In many historic neighborhoods, a blanket of highly permissive zoning was applied years ago to account for the fact that older neighborhoods typically included a mix of uses and building types. Where still in place today, such blanket zoning allows "by right" a density of development that is far greater than currently exists. For example, a wall of large new duplexes might be allowable on blocks that are currently all single-family. Perhaps the quickest way to stop this is to change the zoning to eliminate certain uses. NATIONAL TRUST FOR HISTORIC PRESERVATION TAMIN81HE __mEND 17 Comments: Downzoning reduces or eliminates the economic incentive to demolish older homes for large, multi-unit properties. It may create numerous non-conforming properties, and may reduce traditional neighborhood economic and architectural diversity by eliminating rental and mixed-use properties. It may be difficult to accomplish politically, though prospects improve if downzoning is part of comprehensive, citywide zoning code revisions. Easements and Covenants Not all solutions require local government action. In some communities, organizations have protected key historic properties through easements and covenants. These tools can prevent demolitions or overscaled additions by attaching permanent deed restrictions that are monitored by qualified easement holding-entities such as local preservation groups. Easements are voluntary and therefore must be acquired one property at a time, either through purchase or donation. (This is in contrast with many new residential subdivisions and gated communities where strict covenants are put in place on all properties immediately after construction). Comments: Easements provide permanent protection, can be tailored to the needs of an individual property and do not require governmental involvement. Because easements are voluntary, protection may be limited and piecemeal. An effective easement program requires strong local organizational capacity and expertise. Community Land Trusts The land trust concept, most often used as a way to protect open space and rural landscapes, has been used in some communities to maintain a stock of affordable housing. Typically, a house is donated to or purchased by the land trust, which then re-sells it, retaining the rights to the land on which the house sits through permanent easement. By controlling the development rights for the land, the trust can effectively set the resale price of the house. Prices are managed to allow for modest appreciation while preventing speculation. Examples include the Burlington Community Land Trust (Vermont) and Durham Community Land Trustees (North Carolina). Comments: This approach eliminates the economic incentive for teardowns through purChase of development rights, maintains the stock of affordable housing and does not require government involvement. However, not all land trusts are set up to monitor changes to building exteriors. Strong local organizational capaCity and . a voluntary donor or seller is required. .. Historic Real Estate Marketing and EducaUon Programs Educating the people who buy and sell homes about the advantages of maintaining historic neighborhood character is another strategy to prevent the negative impacts of teardowns. Preservation groups or other local organizations can offer a variety of programs. including historic home tours, training for realtors, classes in home rehabilitation techniques and awards programs to publicize good examples of rehabilitation and compatible new construction. NE;lighborhood marketing centers, such the Intown Living Center operated by Preservation Dallas and the New Orleans Preservation Resource Center, provide information to potential homebuyers on neighborhood characteristics, available properties, rehabilitation teChniques and financial incentives. Comments: This approach can help build long-term public support for neighborhood conservation. Such outreach can also bring visibility and credibility to the preservation cause and increase political support for further protection measures. It .. is most effective if combined with other tools such as financial incentives and design review. Financial and Technical Asslstallce Many local governments and preservation organizations have developed financial incentives to encourage rehabilitation of historic homes and neighborhoods. Small grants, low-interest loans, property tax abatements and freezes are the most common incentives. These are usually combined with some level of technical assistance, such as financial guidance for first-time homebuyers or referrals to experienced craftspeople and contractors. Examples include the Cleveland Restoration Society's Heritage Home Loan Program, the Providence Preservation SocielY's Revolving Loan Fund, and the City of Chicago's newly established Bungalow Initiative, which provides low- interest loans to help with acquisition and rehabilitation of historic bungalows. Comments. Some of these programs h(;fve targeted neighborhoods "at risk" due to disinvestment and may need to be re-packaged and marketed specifically to meet the needs of neighborhoods experiencing tear downs. They can be combined with protection tools - such as historic districts, ... conservation districts or easement programs - to ensure that investments will have lasting impact. NATIONAL TRUST FOR HISTORIC PRESERVATION TAM__ 1EARDOWN 1REND 18 . . NATIONAL TRUST FOR HISTORIC PRESERVATION '_lIIE _DOWN 1REND FIVE TEARDOWN CASE STUDIES 19 Chicago, illinois. Demolition dust is flying in the Chicago area, with at least twenty inner-ring suburbs and several urban neighborhoods currently dealing with teardown threats. The western suburb of Hinsdale is the most heavily impacted: Since 1986, Hinsdale has seen more than 1,200 homes - 20% of its housing stock - demolished. 30 Approximately half of the homes torn down were historic, including 19th-century Victorians, Sears "kit houses," Prairie-style bungalows and Tudor Revival homes designed by local architects. "A certain amount of change is inevitable, I know, but you get too many teardowns and you start losing the character of your community," said Brian Norkus, a planner in the northern suburb of Winnetka, where dozens of older homes have been demolished in recent years.31 Before and After. Demolition and replacement of modest Second Empire style house in Hinsdale, III. Photos: Jean Follett. . The teardown trend has even begun to affect Oak Park, a turn-of-the-century suburb just west of Chicago that is internationally renowned for its historic architecture. Oak Park residents became alarmed last year when several historic homes were gutted and then rebuilt at a much greater scale. "It doesn't seem possible that could happen in Oak Park," said one resident. "You're ruining the historic district that countless people have invested fortunes in improving."32 Oak Park community leaders are looking at ways to tighten the local historic preservation ordinance. Other Chicago-area communities have scramb1ed to put in place new planning and zoning measures. For example, Park Ridge established an "Appearance Code" requiring review of proposed new projects, Highland Park added a demolition-clelay ordinance for historic structures, Glencoe defined house bulk limits, and Lake Forest set maximums for garage size. Denver, Colorado. At least a dozen historic neighborhoods in Denver are experiencing significant numbers of teardowns. Last .. year, some 200 homes, many of them brick bungalows from the 1920s and 1930s, were demolished and replaced with stucco-clad houses three times their size. "People want to live in old neighborhoods because of their charm and amenities and accessibility," realtor Deborah Hart told Denver's 5280 magazine. "But they also want a lot of floor space. "33 Beginning in the early 1990s, large second-story additions or "pop-tops" become common in several historic neighborhoods as owners sought ways to expand the typical two-bedroom Denver bungalow. Recently, however, teardowns have become a more common practice. Developers have found profit in demolishing older single-story bungalows and replacing them with massive two-story structures, often called "long houses," that stretch from the front yard all the way to the rear alley. Neighbors are upset. "When you have a peach orchard and you plop a giant sequoia in the middle of it, some people don't like it," said a Denver city councilman.34 The loss of sunlight, privacy, mature trees and historic neighborhood character are common complaints among residents. Several groups are working to establish new local historic districts, which would prevent the demolition of . historic homes and require design review of all NATIONAL TRUST FOR HISTORIC PRESERVATION TAMING 'IIIE 'lEARDOWN tREND 20 . construction in designated neighborhoods. The research and approval process for new historic districts can take several years, however, so Denver's Community Development and Planning Agency has convened the so-called "Quick Wins Committee" to look at tools that could be put in place quickly. The committee, which includes representatives from Historic Denver and numerous neighborhood organizations as well as several architects, developers and realtors, hopes to forward its recommendations to the City Council sometime this year. Site Preparation. Demolition of Craftsmen style . bungalow in Denver. Photo: Sue Schemer Dallas, Texas. More than 1,000 homes have been demolished in the historic Highland Park and adjacent University Park neighborhoods, developed in the early 20th century as the area's first fully planned suburbs. Teardown Target. One of more than 1,000 historic . homes already demolished in Dallas as a teardown. Photo: Mike Mathews. NATIONAL TRUST FOR HISTORIC PRESERVATION Large Colonial Revivals as well as relatively modest Tudor-style cottages are routinely torn down and replaced by new houses ranging from 6,000 to 10,000 square feet. To date, nearly 50 percent of the original housing stock has been lost. If past experience is any indicator, residents can expect to see an average of 130 homes demolished each year. In May of 2002, five homes were demolished over a ten-day period, despite community protest and their significance as some of the best examples of Arts and Crafts architecture in northern Texas. ''You do not have to tear old houses down to maintain property values or to have modern amenities," says Ron Emrich, a Dallas-based preservationist. "MarY of these houses canbeexpanded, adapted for mQdern living - peoplecanhav(:}s~bstantially highersquare footage and still protect ~he historic architecture of the house. "35 "This is a real tragedy," says Mike Mathews, president of Preservation Park Cities, an organization formed in 2001 in response to teardowns. "You never want to see an historic home come down without a rational reason. Here perfectly good houses are being demolished solely to build a house three times as big, for three times as much money." With approximately 650 members, Preservation Park Cities is advocating for tools to help slow the pace of demolitions. New Jersey. Teardowns are happening all across the state, from historic Cape May, America's oldest seashore resort, to the architecturally rich bedroom communities of Bergen County, just outside New York City. In the historic shore community of Ocean City, entire neighborhood blocks are being transformed, with more than 300 small bungalows and cottages demolished in recent years. In the local historic district, an 1885 residence that was originally a life-saving station has been tangled up in a legal battle for several years as its owner proposes to demolish it and subdivide the lot for three new houses. In most instances, the scale of new construction is visually jarring, as replacement houses are built high off the ground with raised basements and two or more garages fronting the street. A group called Citizens for Historic Preservation has formed to advocate on behalf of Ocean City's historic architecture, but a preservation consultant says, "If the teardown trend continues as it has been, it may be too late." In the Bergen County community of Tenafly, an 1840s frame house believed to be one of the oldest in town 'AMINelllE 1EARDOWN TREND 21 was demolished in April.of 2002. In the mid~1990s, a 1901 five-bedroom Colonial Revival house was torn down in Ridgewood. An outraged neighbor said at the time, "If you start tearing down the old homes, we're going to be like anybody else. How much of the town are we willing to let gO?"36 Teardowns in th~e and other affluent communities are on the rise in Bergen County, which saw a 45 percent increase in demolition activity between 1995 and 1999.37 One of these controversial teardowns was enough to convince Tenafly residents to take action, resulting in the creation of the Magnolia Avenue Historic District in 1999. House Removal Demolition of historic house in Ocean City, NJ. Photo: David Swift Newton, Massachusetts. Close-in communities just outside Boston, such as Lexington and Winchester, are fertile ground for teardowns. In Newton, good schools, convenient location and historic character are qualities that make this community attractive. In the early 1990s, the Historical Commission reviewed about 20 to 30 demolition requests per year. In recent years, it has become common for the commission to review more than 100 demolition requests annually. Teardowns are happening mainly in neighborhoods of small homes around 1,200 square feet each. Not all are historic, but the Oak Hill Park neighborhood is an exception. Built between 1947 and 1949, this community of 412 veterans' houses is noteworthy as one of the first planned developments in Newton. It is also considered historically significant forits unique internal pathway system, which reduces the visibility of streets and automobiles. For years, the neighborhood's modest 3-bedroom houses have been starter homes for first-time homebuyers. This practice continues today, although about a quarter of the old houses have been demolished and new houses are dramatically driving up . the neighborhood's median home price. The character . of Oak Hill Park is changing, as two-story houses with raised basements replace the older single-story homes. House by house, the historic pattern of Oak Hill Park is also being altered, with new houses turning their backs to the pathway system and oriented completely opposite from the original homes. . . NATIONAL TRUST FOR HISTORIC PRESERVATION TAMING1HIlEARDO_1RIND 22 . . ENDNOTES 1 Candy Cooper, .Gigantic new houses have fans and foes," The Bergen Record, November 26, 2000. 2 For example, only fifteen percent of the city of Los Angeles has been surveyed, according to The Los Angeles Histone Resource Suwey Assessment Project, The Getty Conservation Institute, November, 2001. 3 Candy Cooper, "The economics of demolition," The Bergen Record, November 27, 2000. 4 Ibid. 5 Jeannene Przyblyski, .Monster homes creeping into Noe," The Noe Valley VoIce, April, 2000. 6 Report and Recommendations on Incompatible Teardown and Inf/II House ConstrucUon In the CIty of Geneva, Kane County, illinoIs, Mayor's Task Force on Teardownjlnfill Development, City of Geneva, Illinois, February, 2002. 7 Timothy Eagen, .In Portland, Houses are Friendly. Or Else," The New Yolk Times, April 20, 2000. 8 Ann Hall, .Affordablllty in area housing is worth saving," NorthWest Week(y, February 7, 1999. 9 Bill Lurz, .Interesting Infill, Baby boomers are moving back to the city, joining the younger set. They are wanting to be where the walking is easy," HouslngZone, July 1, 1999. 10 Ibid. 11 Bridget Hartman, e-mail correspondence, AprilS, 2002. 12 Joint Center for Housing Studies at Harvard University, State olthe Nation's Housing: 2001, p. 6. 13 .Going Through the Roof," The Economist, March 30, 2002. 14 National Association of Homebuilders, HousIng Facts, FIgures and Trends, 2001, p. 2. 15 National Association of Homebullders, Housing Facts, FIgures and Trends, 2001, p. 14. 16 June Retcher, .Buyers Are Choosing Modest Over Massive," Wall StreetJoumal Online, 2002. 17 Sarah Susanka, The Not So Big House, Taunton Press, 1998. 18 Cities that gained population from 1990-2000 include Atlanta, Boston, Charlotte, Chicago, Denver, Houston, Indianapolis, Los Angeles, Memphis, Minneapolis, New York and Seattle. The exceptions to this trend were primarily older urban centers located in the Northeast and Midwest, such as Hartford, Philadelphia, Cleveland, Detroit and St. Louis. Source: Joint Center for Housing Studies at Harvard University, State olthe Nation's Housing: 2001, p. 30. 19 National Association of Homebuilders, The Next Frontier.Building Homes In American Cities, 2000. 20 Peter Katz, .Great American Cities: twe that are getting it right," essay for Elm Street Writers Group, Michigan Land Use Institute, July 20, 2001. 21 National Association of Homebuilders, Housing Facts, FIgures and Trends, 2001, p. 53. 22 Joint Center for Housing Studies at Harvard University, State olthe Nation's Housing: 2001, p. 10. 23 .Should You Tear the Dam Thing Down?" BusinessWeekOnline, June 25, 2001. 24 Ibid. 25 Jean Follett, phone conversation with author, May 7, 2002. 26 See Ann Bennett, "The Economic Benefits of Historic Designation, Knoxville, Tennessee," Knoxville Knox County Metropolitan Commission, 1996; Jo Ramsey Lelmenstall, .Assessing the Impact of Local Historic Districts on Property Values in Greensboro, North Carolina," University of North Carolina at Greensboro; and "The Economic Benefits of Preserving Community Character: A Case Study from Galveston, Texas," Government Finance Research Center. 27 The Next Frontier. Building Homes inAmenca's Cities, National Association of Homebullders, 2000, p.2. 28 Recycling America's Land: A National Report on Brownf/elds Redevelopment, U.S. Conference of Mayors, February 2000. 29 Cheri Bentrup, .OP looking for way to control teardowns," Oak Leaves, April 10, 2002. 30 Charlotte Cooper, .Officials watching teardown activity," Oak Leaves, June 27,2001. 31 Ibid. 32 Cheri Bentrup, "Tear-downs raise residents' ire," Oak Leaves, February 13, 2002. 33 Jennie Shortridge, .Preservatlon Blues," 5280 Magazine, December 2001jJanuary 2002. 34 Ibid. 35 Lelf Strickland, .Demolitlons dishearten local preservationists," The Dallas Moming News, May 15, 2002. 36 Lisa Prevost, "Teardowns, trophies and angry neighbors," The New Yolk Tlmes, September 27, 1998. 31 Candy Cooper, "The economics of demolition," The Bergen Record, November 27,2000. . NATIONAL TRUST FOR HISTORIC PRESERVATION TAIIINGI1IIE 1EARDOWN tREND Attachment A . SUBCHAPTER F: RESIDENTIAL DESIGN AND COMPATIBiliTY STANDARDS Austin, Texas . APPROVED BY THE CITY COUNCIL ON SEPTEMBER 28, 2006 BASED ON THE JUNE 22, 2006 CITY COUNCIL ORDINANCE AND SUBSEQUENT AMENDMENTS . ARTICLE 1: 1.1. 1.2. 1.3.. 1.4. ARTICLE 2: 2.1. 2.2. 2.3. 2.4. 2.5. 2.6. 2.7. 2.8. 2.9. ARTICLE 3: 3.1. 3.2. 3.3. 3.4. 3.5. SUBCHAPTER F: RESIDENTIAL DESIGN AND COMPATIBILITY STANDARDS . CONTENTS GEN ERA L PR 0 VISIO NS.. ............. ................. ..... ......... ..... ... ....... ................ ... ..... ...... ..... ... ... 1 Intent ............ ................................ ......... ................. .......................... ................................. 1 Applica bi I ity ........ ....................... .... ............... .................. ..... .......... ....... .......................... 1 Exceptions.........................................................................................................................3 Conflidi ng Provi si ons ........................ ...................... ........................... .................... ........ 3 DEVELOP MENT STAN D.A R DS .......................... ....... ....... .... ........ ..... ........ ..... ...... ....... 5 Maxi mu m 'Development Permiffed ............. ................. .................................................. 5 B.ui Iding Height ...................................................... ...... .................................... ................ 5 Front Y Qrd Setback......................................................................................................... 5 Rea r Yard Setback ................................~.................... ..................................................... 6 Side' Yard Setbacks ................. ............ ........... .......................................... ..~..................... 6 Setba'c;k Pia nes ............................ ...................................................................................7 SideWall Articu lation .......... ........................................................................................ 1 8 Modifications by the Residential Design and Compatibility Commission.................... 20 2.8.1 . Modifications that May be Approved............................................................................ 20 2.8.2. Modification P rocedures ................................................................................................... 20 Modifications Within Neighborhood Plan (NP) Combining Districts ............................21 DEFINITIONS AND MEASUREMENT ...................................................................... 22 Builda b Ie Area ........ ................................................... ................... ........... ........... ............ 22 Bui Idi.ng Li ne . ...................... .... ............ ........ ............. ... ................................. ................ 22 Gross Floor Area.. ... .... ..................... ............ ........ .......................... ...................... ......... 22 Heig ht ................................ ......... ....... .......... ........ ... ........ ............................................. 23 Natu ra I Grade ..... .......................... ........ ................ ....... ....... ....................... ..................... 24 . . City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 . ARTICLE 1: GENERAL PROVISIONS 1 .1 . INTENT This Subchapter is intended to minimize the impact of new construction, remodeling, and additions to existing buildings on surrounding properties in residential neighborhoods by defining an acceptable buildable area for each lot within which new development may occur. The standards are designed to protect the character of Austin's older neighborhoods by ensuring that new construction and additions are compatible in scale and bulk with existing neighborhoods. 1 .2. APPLICABILITY Except as provided in Section 1.3, this Subchapter applies to property that is: 1.2.1. Within the area bounded by: A. Highway 1 83 from Loop 360 to Ben White Boulevard; B. c. . D. E. F. Ben White Boulevard from Highway 183 to Loop 360; Loop 360 from Ben White Boulevard to Loop 1; Loop 1 from Loop 360 to the Colorado River; The Colorado River from Loop 1 to Loop 360; and Loop 360 from the Colorado River to Highway 183; and . City of Austin Subchapter F: Residential Design and Compatibility Standards' Revised Draft I September 28, 2006 Article 1. General ProvisiOll$ Section 1.2. Applicability . . City of Austin Subchapter F. Residential Design and Compatibility Standards Revised Draft I September 28, 2006 2 . . 1.2.2. Used for a: A. Bed and breakfast (group 1) residential use; 8. Bed and breakfast (group 2) residential use; c. Cottage special use; D. Duplex residential use; E. Secondary apartment special use; F. Single-family attached residential use; G. Single-family residential use; H. Small lot single-family residential use; I. Two-family residential use; or J. Urban home special use. . 1.3. EXCEPTIONS Article 1: General Provisions Section 1.3. Exceptions 1.3.1. This Subchapter does not apply to a lot zoned as a single-family residence small lot (SF- 4A) district unless the lot is adjacent to property zoned as a single-family residence standard lot (SF-2) district or family residence (SF-3) district. 1.3.2. This Subchapter does not apply to the approximately 698.7 acres of land known as the Mueller Planned Unit Development, which was zoned as a planned unit development (PUD) district by Ordinance Number 040826-61 . 1.3.3. The side wall articulation requirement does not apply to new construction that is less than 2,000 square feet in gross floor area and that is less than 32 feet in height. 1.4. CONFLICTING PROVISIONS 1.4.1. To the extent of conflict, this Subchapter supersedes: A. Section 25-2-492 (Site Development Regulations); B. Section 25-2-555 (Family Residence (SF-3) District Regulations); c. Section 25-2-773 (Duplex Residential Use); D. Section 25-2-774 (Two-Family Residential Use); E. Section 25-2-778 (Front Yard Setback for Certain Residential Uses); . City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 3 Article 1: General Provisions Section 1.4. Conflicting Provisions F. Section 25-2-779 (Small Lot Single-Family Residential Uses); and G. Section 25-4-232 (Small Lot Subdivisions). 1.4.2. To the extent of conflict, the following provisions supersede this Subchapter: A. Section 25-2-1424 (Urban Home Regulations); B. Section 25-2-1444 (Cottage Regulations); C. Section 25-2-1463 (Secondary Apartment Regulations); or D. The provisions of an ordinance designating property as a: 1. Neighborhood plan (NP) combining district; 2. Neighborhood conservation (NC) combining district; or 3. Historic area (HD) combining district. City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 4 . . . . ARTICLE 2: DEVELOPMENT STANDARDS 2.1. MAXIMUM DEVELOPMENT PERMlnED The maximum amount of development permitted on a property subject to this Subchapter is limited to the greater of 0.4 to 1.0 floor-to-area ratio or 2,300 square feet of gross floor area, as defined in Section 3.3. Floor-to-area ratio sholl be measured using gross floor area as defined in Section 3.3. 2.2. BUILDING HEIGHT Except where these regulations are superseded, the maximum building height "for development subject to this Subchapter is 32 feet. Section 25-2-531 (Height Limit Exceptions) does not apply to development subject to this Subchapter, except for a chimney, vent, antenna, or energy conservation or production equipment or feature not designed for occupancy. Building height shall be measured under the requirements defined in Section 3.4. 2.3. FRONT YARD SETBACK . A. Minimum Setback Required The minimum front yard setback required for development subject to this Subchapter is the lesser of: 1. The minimum front yard setback prescribed by the other provisions of this Code; or 2. The average front yard setback, if an average may be determined as provided in subsection B. below. B. Average Front Yard Setback 1. An average front yard setback is determined based on the setbacks of each principal residential structure that is built within 50 feet of its front lot line. 2. Except os provided in paragraph 3., the four structures that are closest to the subject property on the same side of the block shall be used in the colculation of average front yard setback. If there are less than four structures on the same side of the block, the lesser number of structures is used in the calculation. 3. If there are no structures on the same side of the block, the four structures that are closest to the subject property and across the street are used in the calculation. If there are less than four structures across the street, the lesser number is used in the calculation. See Figure 1. . City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 5 Article 2: Development Standards . Section 2.4. Rear Yard Setback A B c D E 15' 20' 25' 20' 25' ........50'....1................. ................... 50'+ Figure 1: Average Front Yard Setback In this example, the minimum required front setback in the underlying zoning district is 25 feet. However,because of the variety in existing setbacks of buildings on the same block face, new development on lot C may be located with a setback of only 20 feet, which is the average of the setbacks of lots B, 0, and E. The building on lot A is not included in the average because it is located more than 50 feet from the property line. . 2.4. REAR YARD SETBACK The principal structure shall comply with the rear yard setback prescribed by other provisions of this Code. All other structures shall comply with the rear yard setback provisions of this Code, but the minimum rear yard setback may be reduced to five feet if the rea r lot line is adjacent to an alley. See Figure 2. AllEY Rear Setback for Prl.clp.1 a_11d1ng pet Zoning DI<\rId R......Selbacl<for Secondary Dwelllng Unit May be Reduced to S Feet When Adto<- to .. Alley 2.5. SIDE YARD SETBACKS FRONT All structures shall comply with the side yard setbacks prescribed by other provisions of this Code. Figure 2: Rear Yard Setback City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 6 . . . . Article 2: Development Standards Section 2.6. Setback Planes 2.6. SETBACK PLANES This subsection prescribes side and rear setback planes in order to minimize the impact of new development and rear development on adjacent properties. A structure may not extend beyond a setback plane except as authorized by subsection D. below. The height of a setback plane shall be measured under the requirements defined in Section 3.4. A. Side Setback Plane Except as provided in subsection B. below, an inwardly sloping 45-degree angle side setback plane begins at a horizontal line 15 feet directly above the side property line. The 15-foot height of the horizontal line is established for 40-foot deep portions of the lot beginning at the building line and extending to the rear of the lot, except that the last portion at the rear of the lot may be less than 40 feet deep. See Figures 3 through 5. 1. For the first portion, the 15-foot height of the horizontal line is measured at the highest of the elevations of the four intersections of the side lot lines, the building line, and a line 40 feet from and parallel to the building line. For successive portions other than the last portion, the 15-foot height of the horizontal line is measured at the highest of the elevations of the four intersections of the side lot lines and the appropriate two lines that are 40 feet apart and parallel to the building line. For the last portion, the 15-foot height of the horizontal line is measured at the highest of the elevations of the four intersections of the side lot lines, the appropriate line parallel to the building line, and the rear lot line. 2. 3. 1.5' sid, PI'Of"I1Y ... Figure 3: Side Setback Plane Measured From Side Property Line City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 7 Article 2: Development Standards Section 2.6. Setback Planes . Portion I Portion 2 Portion 3 ~ ~.. Fr_ ~ 8ulldll19l..... ProP9rty line t 40'. t S40' ~ Figure 4: (Elevation View) Dividing Lot into 40-foot Portions to Create Side Setback Planes (Rear Setback Plane Not Shown) High Polnl 3 '\ HlQh Polnl 2 \ . HlQh Point 1 - FRONT Figure 5: Determining High Points on a Sloping Lot For each portion of the side setback plane, the 15-foot height of the horizontal line is measured starting from the highest point of the four intersections defining the portion~ 'n this example, topography lines indicate that the lot is sloping downward from the rear to the front of the lot, and from the right to the left. The high points for Portions 1, 2, and 3 are indicated, along with the Building Line. City of Austin Subchapter F, Residential Design and Compatibility Standards Revised Draft I September 28, 2006 . 8 . . . Articl~ 2. D~velopment Standards Section 2.6. Setback Planes B. Rear Setback Plane An inwardly slc:>ping 45-degree angle rear setback plane begins at a horizontal line directly above the rear property line at the same elevation as the horizontal line for the last portion of the side setback plane established in paragraph A.3. See Figures 6 through 9. Rear Plane 45' Angle ---Portion 1 Portion 2 Portion 3- ~ ~~..- Front '- Building Line Property line t------40.-------J---~ 40.----J. Figure 6: (Elevation View) Rear Setback Plane (Level Ground) /- Renr Plane 45' Angle / ortlon 1 Portion 2 1 15' 1 40' Building limt Property Une Figure 7: (Elevation View) Rear Setback Plane (Sloping Ground) City of Austin Subchapter F. Residential Design and Compatibility Standards Revised Draft I September 28, 2006 C) Article 2: Development Standards Section 2.6. Setback Planes . Defined by Zoning Dislrlcl Front, Rear & Side Sefbacks Figure 8: Side and Rear Setback Planes on Level Ground The side and rear setback planes form a "tent" over the lot, rising from the property lines for 15 feet and then angling in at 45-degree angles from the side and rear. The required front, rear, and side yard setbaclcs are indicated by the darker shading on the ground. . Figure 9: Side and Rear Setback Planes on Sloping Ground City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 10 . . . . Article 2: Development Standards Section 2.6. Setback Planes c. Buildable Area The buildable area, as defined in Section 3.3., consists of the smallest area within the front, side, and rear yard setbacks; maximum height limit; and the combined side and rear setback planes. See Figures 10 and 11. i-.- ... . .--.-- ....... 32' Il-..glloe\ IS' ',- Figure 10: Buildable Area (CombinCltion of Yard Setbacks, Maximum Height Limit, and Setback Planes) The heavy blue line indicates the "tent" formed by the side and rear setback planes. The .buildab/e area is the smallest area included within the front, side, cmd rear yard setbacks; maximum height limit; and the combined side and rear setback planes (shown here as the green area). City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 11 Article 2: Development Standards . Section 2.6. Setback Planes Figure 11: Buildable Area on Corner Lot This figure shows the some concept illustrated in Figure 10 but for a corner lot that has a greater street side yard setback requirement. In this example, the minimum required street side yard setback in the . underlying zoning district is 15 feet. Because the side setback plane is measured from the side property line, the height of the setback plane is 30 feet at the 75-foot street side yard setback line. D. Side Setback Plane Exception for Existing One-Story Buildings This subsection applies to a one-story building that was originally constructed or received a building permit for the original construction before October 1, 2006, and that is remodeled to add a second story. 1. For the portion of the construction that is within the footprint of the building that was originally constructed or received a building permit before October 1, 2006, the inwardly sloping 45-degree angle side setback plane begins at a horizontal line directly above the outermost side wall at a height that is equal to the height of the first floor wall plate that was originally constructed or received a building permit before October 1, 2006, plus ten feet. See Figure 12. 2. For the portion of the construction that is outside the footprint of the building that was originally constructed or received a building permit before October 1, 2006, the side setback plane prescribed by subsection A. above applies. City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 . 12 . . . Article 2: Development Standards Section 2.6. Setback Planes Standard Setback Planes Apply Oustlde blsllng aulldlng footprint Modified Setback Planes Based on Wall Height of Existing Single-Story Building Figure 12: Side Setback Plane Exception for Existing Single-Story Buildings The side. setback planes for on existing single-story building ore determined based on the height of the sidewall. In this example, the horizontal line that forms the base of the setback plane is placed ten feet above the sidewall height (12 feet). The revised plane rises above the standard setback plane within the area of the building footprint. The standard setback planes created in sections 2.6.A. and B. apply outside of the existing footprint. E. Exceptions A structure may not extend beyond a setback plane, except for: 1. A structure authorized by the Residential Design and Compatibility Commission in accordance with Section 2.8. below; 2. A roof overhang or eave, up to two feet beyond the setback plane; 3. A chimney, vent, antenna, or energy conservation or production equipment or feature not designed for occupancy; and 4. Either: a. 30-Foot Side-Gabled Roof Exception A side-gabled roof structure on each side of the building, with a total horizontal length of not more than 30 feet, measured from the building line along the intersection with the side setback plane (See Figure 13.); or City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 13 Article 2: Development Standards Section 2.6. Setback Planes . Figure 13; Side-Gabled Roof Exception A side-gabled roof may projed thr~ugh the side setback plane for a horiz~ntal distance of up t~ a maximum of 30 feet, measured from t~ building line. In this example, the gable intrudes into t~ setback plane beginning 9 feet behind t~ building line. Therefore, the maximum length of the gable intrusion would be 21 feet. . b. Gables Plus Dormers Exception (i) Gables or a shed roof, with a total horizontal length of not more than 18 feet on each side of the building, measured along the intersection with the setback plane (See Figures 14 and 17.); and (ii) Dormers, with a total horizontal length of not more than 15 feet on each side of the building, measured along the intersection with the setback plane. (See Figures 15 and 16.) City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 . 14 . . . Article 2: Development Standards Section 2.6. Setback Planes Figure 14: 18..foot Exception for Shed Roof City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 15 Article 2: Development Standards . Section 2.6. Setback Planes 15 Ft. It\9xlmum COmbined Width of Donnen; (A+B) Figure 15 & 16: Dormer Exception (Gable or Shed) One or more dormers with a combined width of 15 feet or less on each side of the roof may extend beyond the setback plane. The width of the dormer is measured at the point that it intersects the setback plane. City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 16 . . . . . Article 2: Development Standards Section 2.6. Setback Planes Gable Roof: 18' Motlmum Wicltb dt 11i'4i!r$edlon with Setback Plane Dormers: 1 S'~mbllled Width dt IlIter$edloll with Setback Plane Figure 17: Combination of Roof and Dormer Exceptions City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 17 Article 2: Development Standards . Section 2.7. Side Wall Articulation 2.7. SIDE WALL ARTICULATION A side wall of a building that is more than 15 feet high and is an average distance of 15 feet or less from an interior lot line mtly not extend in an unbroken plane for more than 32 feet along a side lot line. To break the plane, a perpendicular wall articulation of not less than four feet, for a distance along the side property line of not less than 10 feet, is required. See Figures 18 through 20. ",,-/stIng .811Ildlll9 Side Wall ae..... 32' . Figure 18: Side Wall Articulation (Existing Side Wall Exceeds 32 Feet) Articulation is required for side walls on additions or new construction that are 15 feet or taller and located within 15 feet of the side lot line. No wall may extend for more than 32 feet without a projection or recession of at least 4 feet in depth and 10 feet in length. City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 18 . . . . Article 2: Development Standards Section 2.7. Side Wall Articulation existing Building ~ Side Wall less Than 32 Feet Required Artkulatlon Figure 19: Side Wall Articulation (Existing Side Wall Less Than or Equal to 32 Feet) An addition to an existing building may extend a side wall up to a maximum of 32' in total length without articulation. Required Side Wall ArtltUlation Figure 20: Side Wall Articulation (New Construction) All new construction must meet the sidewall articulation standards. City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 19 Article 2: Development Standards . Section 2.8. Modifications by the Residential Design and Compatibility Commission . 2.8. MODIFICATIONS BY THE RESIDENTIAL DESIGN AND COMPATIBILITY COMMISSION This section provides for modification by the Residential Design and Compatibility Commission of certain requirements of this Subchapter for a proposed development. 2.8.1. Modification$ that May be Approved The Residential Design and Compatibility Commission may approve: A. An increase of up to 25 percent in the: 1. Maximum floor-to-area ratio or maximum square footage of gross floor area; 2. Maximum linear feet of gables or dormers protruding from the setback plane; 3. Maximum side wall length before articulation is required; or 4. Maximum height of the side or rear setback plane; or B. A decrease of up to 25 percent in the minimum depth or length of a required wall articulation. 2.8.2. Modification Procedures . A. Application and Notice 1. A person may request a modification listed in subsection 2.8.1. above by filing an applicc:rtion with the Director on a form provided by the Director. 2. Not later than the 14th day after an application is filed, the Director shall: a. Mail notice of the application to: (i) Each notice owner of property immediately adjacent to the subject property; (ii) The appropriate n~ighborhood association, if any; and, (iii) The neighborhood plan team, if any; and b. Post notiCe of the application in accordance with Section 25-1 -1 35 (Posting of Signs). B. Approval Criteria The Residential Design and Compatibility Commission may, after a public hearing, approve a modification if it determines that the proposed development is compatible in scale and bulk with the structures in the vicinity of the development. In making this determination, the commission shall consider: 1. The recommendation of the neighborhood plan team, if any; 2. The development's: City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 . 20 . . . Article 2. Development Standards Section 2.9. Modifications Within Neighborhood Plan (NP) Combining Districts a. Compliance with neighborhood design guidelines, if any; b. Consistency with the streetscape of the properties in the vicinity; c. Consistency with the massing, scale, and proximity of structures located on either side of or behind the development; d. Impact on privacy of adjacent rear yards; and e. Topography and lot shape; and 3. For a development of an entire block, whether the development will have a negative impact on adjacent property. C. Additional Criteria for Historic Properties The Residential Design and Compatibility Commission may not approve a modification for: 1. A local, state, or national historic landmark, if the modification would adversely impact the landmark's historic status; 2. A "contributing structure," as defined in Section 25-2-351 (Contributing Structure Defined), or a contributing structure in a National Register historic district, if the modification would adversely impact its status as a contributing structure; or 3. A property listed as Priority 1 or Priority 2 on the City's most current survey of historic assets, if the modification would adversely impact the property's architectural integrity or change its priority rating. D. Appeals An interested party may appeal the Residential Design and Compatibility Commission's decision to the City Council. E. Board of Adjustment May Grant Variances This subsection does not prohibit the Board of Adjustment from granting a variance from a requirement of this Subchapter under 25-2-473 (Variance Requirements). 2.9. MODIFICATIONS WITHIN NEIGHBORHOOD PLAN (NP) COMBINING DISTRICTS Under Section 25-2-1406 of the Code, an ordinance zoning or rezoning property as a neighborhood plan (NP) combining district may modify certain development standards of this subchapter. City of Austin Subchapter F. Residential Design and Compatibility Standards Revised Draft I September 28, 2006 21 ARTICLE 3: DEFINITIONS AND MEASUREMENT . 3.1. BUILDABLE AREA In this Subchapter, BUILDABLE AREAmeans the area in which development subject to this Subchapter may occur, and which is defined by the side and rear setback planes required by this Subchapter, together with the area defined by the front, side, and rear yard setbacks and the maximum height limit. 3.2. BUILDING LINE In this Subchapter, BUILDING LINE means a line that is parallel to the front lot line and that intersects. the principal residential structure at the point where the structure is closest to the front lot line, including any allowed projections into the front yard setback. See Figure 21. 3.3. GROSS FLOOR AREA In this Subchapter, GROSS FLOOR AREA has the meaning assigned by Section 25-1-21 (Definitions), with the following modifications: . Front Lot Liile Figure 21: Building Line 3.3.1. The following shall be included in the calculation of gross floor area: A. The portion of a second or third story of a building that Is covered by a roof, including a porch, portico, breezeway, passageway, or corridor; B. A mezzanine or loft; and 1. Up to 450 square feet of: c. The covered portion of a parking area, except for: a. A detached rear parking area that is separated from the principal structure by not less than 1 0 feet; or b. A parking area that is open on two or more sides, if it does not have habitable space above it; and 2. Up to 200 square feet of an attached parking area if it used to meet the minimum parking requirement. 3.3.2. The following shall be excluded from the calculation of gross floor area: . City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 22 . . . Article 3: Definitions and Measurement Section 3.4. Height A. A ground floor porch, including a screened porch; B. A habitable portion of a building that is below grade if: 1. It does not extend beyond the first-story footprint; and 2. The finished floor of the first story is not more than three feet above the average elevation at the intersections of the minimum front yard setback line and the side property lines; and C. A habitable portion of an attic, if: 1. The roof above it is not a flat or mansard roof and has a slope of 3 to 1 2 or greater; 2. It is fully contained within the roof structure; 3. It has only one floor; 4. It does not extend beyond the footprint of the floors below; 5. It is the highest habitable portion of the building; and 6. Fifty percent or more of the area has a ceiling height of seven feet or less. 3.3.3. An area with a ceiling height greater than 15 feet is counted twice. 3.4. HEIGHT For purposes of this Subchapter, the HEIGHT of a building or setback plane shall be measured as follows: 3.4.1. Height shall be measured vertically from the average of the highest and lowest grades adjacent to the building to: A. For a flat roof, the highest point of the coping; B. For a mansard roof, the deck line; C. For a pitched or hip roof, the average height of the highest gable; or D. For other roof styles, the highest point of the building. 3.4.2. The grade used in the measurement of height for a building or setback plane shall be the lower of natural grade or finished grade, except height shall be measured from finished grade if: A. The site's grade is modified to elevate it out of the 1 OO-year floodplain; or B. The site is located on the approximately 698.7 acres of land known as the Mueller Planned Unit Development, which was zoned as a planned unit development (PUD) district by Ordinance Number 040826-61. 3.4.3. For a stepped or terraced building, the height of each segment is determined individually. City of Austin Subchapter F: Residential Design and Compatibility Standards Revised Draft I September 28, 2006 23 Article 3. Definitions and Measurement . Section 3.5. Natural Grade 3.4.4. The height of a structure other than a building is measured vertically from the ground level immediately under the structure to the top of the structure. The height of a fence on top of a retaining wallis measured from the bottom of the retaining wall. 3.4.5. A maximum height is limited by both number of feet and number of stores if both measurements are prescribed, regardless of whether the measurements are conjoined with "or" or "and." 3.5. NA rURAL GRADE 3.5.1. In this Subchapter, NATURAL GRADE is: A. The grade of a site before it is modified by moving earth, adding or removing fill, or installing a berm, retaining wall, or architectural or landscape feature; or B. For a site with a grade that was legally modified before October 1, 2006, the grade that existed on October 1, 2006. 3.5.2. Natural grade is determined by reference to an on-ground survey, City-approved topographic map, or other information approved by the director. The director may require an applicant to provide a third-party report that shows the natural grade of a site. . City of Austin Subchapter F. Residential Design and Compatibility Standards Revised Draft I September 28, 2006 . 24