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of these sites are on largely rural or urban <br />fringe sites. <br />A major part of a site's historic value is <br />seeing the building in its historic setting of <br />farmland, gardens, or yards. For example, a <br />Greek revival plantation house with so acres <br />of gardens surrounded by 200 acres of farm- <br />land needs at least the home and gardens to <br />be preserved. If the grounds around the house <br />and garden contained many mature live oaks <br />or other large trees, this would be the critical <br />area to preserve, while the farmland would not <br />be as important. <br />Too often a historic building is preserved <br />on an acre or so and surrounded by a subdivi- <br />sion of much smaller lots. This only preserves <br />the home, but the site's value —mature trees <br />and gardens that provided the historic con- <br />text —is lost. The building simply becomes <br />a large old home, and its visibility to the <br />community lost in the subdivision. This sort <br />of preservation does nothing to make it a <br />historic attraction. Historic sites need to have <br />surrounding land preserved as well as the <br />buildings to provide the context of their origi- <br />nal function to make it an attraction. <br />The illustrations on page 6 show several <br />versions of historic sites. The idea is to pre- <br />serve enough land to display them in context <br />for visitors. Preserving the surrounding land <br />lowers property value for development. Toots <br />such as clustering, alternative uses, incen- <br />tives, and TDR applied individually or in com- <br />bination represent ways to restore the proper- <br />ty's value. In suburban or rural environments, <br />where the size of the property is adequate, <br />clustering is an ideal tool to allow the needed <br />open space to be protected without causing a <br />loss of value. <br />How much land is needed for context? <br />Key variables in determining this are historic <br />use, ancillary buildings, vegetation, or type <br />of event. In a forested area, a relatively small <br />site that retains the trees to screen future uses <br />will suffice. There is no definitive measure, but <br />in general a radius of 200 to 50o feet is desir- <br />able. Trees, topography, property lines, exist- <br />ing homes on nearby property, and current <br />use of surrounding land need to be evaluated <br />in setting the protected area. <br />Also consider the approaches to the <br />site via roads. Clustering allows the site to <br />be protected as common open space while <br />allowing the district's maximum density to <br />be achieved.The size of the parcel is critical. <br />If the protection area is no more than 3o per- <br />cent of the site in suburban character areas, <br />clustering is a viable option. Up to 5o percent <br />open space will provide a suburban character. <br />In estate character areas the percentage of <br />open space is 45 to 65 percent. Clustering <br />will be very difficult in urban areas unless the <br />property is very large. <br />With smaller sites, additional incen- <br />tives will be required. Consider permitting <br />farm buildings to change uses; for example, <br />the barn or other buildings may be converted <br />to residential use to increase development <br />value. Additional incentives may be needed to <br />ensure maintenance. Since old farm buildings <br />or homes may require costly work to make <br />them habitable, a pro forma can be used to <br />determine the degree of an incentive that is <br />needed to achieve preservation. When a site <br />is just slightly too small for clustering to work, <br />the code could allow a so percent density in- <br />crease as an incentive. <br />TDR is the most efficient way to provide <br />an incentive when the property is too small <br />for clustering to work. Allowing a so percent <br />density bonus with the purchase of TDRs is <br />typically workable. Clustering must be a per- <br />mitted use in the district, not a conditional <br />use. The ordinance should provide a receiving <br />zone with five times the potential to use TDRs <br />than there are TDRs available on the historic <br />site so that there is an ample market for the <br />TDRs. Ensuring a market for TDR also requires <br />consideration of the value a seller wants and <br />what a buyer is willing to pay. TDR works on a <br />willing seller, willing buyer basis. <br />It works best when the buyer is willing to <br />pay more than the seller asks. Permitting Ls <br />units for each TDR is a way to ensure purchas- <br />ers want to buy TDRs. TDR makes creating <br />larger open areas around the historic site <br />feasible. <br />CONCLUSIONS <br />In drafting historic preservation regulations, <br />it is important to try to offset the concerns of <br />the landowners with incentives. A variety of <br />approaches can be used to address specific <br />concerns. Allowing a change in use is a simple <br />strategy that is widely adaptable. A more <br />complex problem is addressing the concerns <br />about the costs of preserving and maintaining <br />structures, which requires very specific zoning <br />regulations that enable landowners to recoup <br />these costs. <br />Preserving historic sites in rural or urban <br />fringe areas is a very different problem. When <br />preserving a substantial amount of open land <br />is essential to providing the historical context, <br />regulations that allow or require clustering are <br />important. <br />Finally, transfer of development rights is <br />useful for preserving individual buildings in <br />urban environments and for greenfield devel- <br />opment. <br />ABOUT THE AUTHOR <br />Lane Kendig is the founder and former <br />president of Kendig Keast Collaborative. He <br />has been practicing and writing about the <br />relationship between community design, <br />planning, and regulatory tools for more than <br />45 years. In addition to the recent books <br />Community Character and its companion, A <br />Guide to Planning with Community Character, <br />Kendig is the author of Performance Zoning <br />and the PAS reports Too Big, Boring, or Ugly <br />and Traffic Sheds, Rural Highway Capacity, <br />and Growth Management. <br />Cover: Photo byAtlasPDX82, <br />Wikimedia (CC BY SA 3.o) <br />Vol. 34, No. 4 <br />Zoning Practice is a monthly publication of the <br />American Planning Association. Subscriptions <br />are available for $95 (U.S.) and $120 (foreign). <br />James M. Drinan, JD, Chief Executive Officer; <br />David Rouse, FAICP, Managing Director of <br />Research and Advisory Services. Zoning Practice <br />(ISSN 1548-0135) is produced at APA. <br />Jim Schwab, FAICP, and David Morley, AICP, <br />Editors; Julie Von Bergen, Senior Editor. <br />Missing and damaged print issues: Contact <br />Customer Service, American Planning <br />Association, 205 N. 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