ADDING ON TO A HISTORIC HOME – You’ve found your historic or old home. And it’s nearly perfect…..BUT, maybe it does not have enough room for you. Or maybe you need to make adjustments to age in place. Maybe you want to add a room on your first floor, or even expand a tiny historical kitchen. Most of us want to protect our old homes’ historic fabric. So…HOW do we do this sympathetically in a way that is not distasteful, intrusive, destructive, or irreparable? Because additions can change the historic character irrevocably, consideration of an addition is one NOT to be taken lightly. 

Photo of a sympathetic addition on the rear of a 19th century home in eastern Lancaster County; work by Keperling Preservation Services.

 

WHAT ARE SYMPATHETIC ADDITIONS?

A sympathetic addition is a newly built addition to an old house or building that is harmonious with and corresponds to the original part of the home. These additions may be attached to the side, or include an extension from the roof. If following the general guidelines of the Secretary of the Interior for New Exterior Additions to Historic Buildings and NPS, the key is to preserve the historic character or fabric of the original building, particularly if that building is listed on the National Register. An easement would likely have stricter limitations and may even prevent an addition, particularly if the easement is written so that you must maintain the exterior as when the easement was granted. Although there is a shared feeling between old and new, NPS guidelines and standards indicate that the new addition should still be differentiated from the original. This differentiation may seem counterintuitive, but since additions fall under rehabilitation vs. restoration or preservation, and since NPS emphasizes protecting historical character, integrity and significance by making a visual distinction between old and new, there must be a difference so one can still identify what was newly added and what is original. 

 

IS A SYMPATHETIC ADDITION NECESSARY?

Reasons NOT to add on. Some reasons not to add on include cost – sometimes an addition is so cost prohibitive it would be cheaper to move altogether! If you are not willing to move, you must consider other alternatives. Also, if you anticipate selling in the future, or even just want updates to essentially give you a return on investment if you do not plan to sell, you must consider market forces and make sure the change is worth the cost. Another reason not to add on is zoning restrictions. If you’re project plan cannot be adjusted to meet these, the restrictions will make the decision for you. You may also be restricted by National Register Status and an easement, as noted earlier.

Reasons to add on. NPS recommends that sympathetic additions only be completed if one has already considered (and ruled out) other options, including altering non-significant interior spaces. Although many homes before central heating and cooling were built with small interior rooms for efficiency, today we often prefer larger spaces to accommodate our lifestyles, and also because modern heating and cooling allows us to. However, smaller rooms can not only be charming, cozy, and private, but they also often contain much of the historic fabric – moulding, fireplaces, plaster ornamentation, pocket doors, built-ins, etc. – and destroying these distinctive irreplaceable features for the sake of a modern “open concept” trend is not advisable (in fact, if you insist on that, you probably need to buy a new, modern house instead and leave the old house to someone who will protect the historic integrity). 

Even so, sometimes change is necessary. Maybe you have examined your interior spaces and realized there are not any non-significant ones. Or, if there are, even altering those will not suffice to meet your needs. In such cases, additions – even a small vestibule or other entry modification – may be required. Justifiable reasons for additions may include helping you age in place, meet code requirements (especially if the building is a business), or for general adaptive reuse, including expanding as you raise children and their needs change. It’s important to be able to enjoy the space you live in. 

 

PLANNING YOUR SYMPATHETIC ADDITION

Zoning and Codes. One of the first things you should do is reach out to your local municipalities to find out what zoning restrictions exist. For instance, generally you cannot build all the way to lot lines, and sometimes there are height limits on projects. Knowing the lay of the legal land can save you a lot of time and money by preventing you starting something that you legally cannot finish. A design professional and/or contractor well-versed in historic buildings can also help with this. 

Budget. As we’ve said before, planning ahead allows you time to save money for the project. Put money aside to save for a project as soon as you start seriously considering the project. Before consulting with professionals, make a list of your wants and needs, how you plan to use the space, and your ultimate goals so that you can prioritize what to pay for first. You should also have an estimate of the square footage. All of these will help contractors and other necessary specialists determine approximate cost. You should also determine which professionals and specialists you will need based on your lists.

Getting Help. Once you’ve determined that a sympathetic addition is appropriate, you can begin your plan. If it’s anything bigger than a dormer, you should definitely get the help of a professional contractor. If it is an intricate design, you should also consult with a design specialist or architect – most building permits for modifications require a design professional to essentially stamp/sign the drawings under the modern building code. 

Design. As always, the emphasis of any update should include being as harmonious and unobtrusive to the original design as possible (with the least possible loss of or damage to historic, character-defining materials). Specifications are listed below (and NPS has more information):

  • VISIBILITY
    • An addition should not be highly visible to the public, and is preferably placed at the rear of a building, or other “secondary elevation” (i.e., anything that is not part of the front façade and is not visible from the streetscape).
    • If the addition does not fit the above conditions – for instance, a side addition – it is best to recess it a bit from the main structure, possibly using a breezeway to connect it.
  • MATERIALS
    • An addition’s color and content should be in keeping with the historic part, but not match it exactly (as discussed earlier about differentiating to distinguish the addition from the original building). This often contentious and confusing point has been debated, and is really a matter of personal judgment (outside of situations that are restricted by National Register status or easements). We recommend keeping the addition similar enough to the original building so as not to detract from the historic building (a standard that is decidedly different than is seen in many European cases, as can be viewed here and here). 
  • SCALE
    • The addition’s size in relation to the original building should be smaller, with a lower roof and smaller overall footprint (an exception being a rear addition artfully designed to be unseen from the streetscape).
  • MASSING
    • Massing can be complicated to explain and understand, but it is essentially the perception of a building in shape (1 dimension perspective), form (3 dimensions), and size. Ingenious designs for additions may make them appear less significant than the original structure, while inside they may be superior in space and capacity. 
  • RHYTHM
    • Rhythm in architecture refers to repetitive use of visual elements to establish a pattern. If the original structure has a rhythm including windows and doors with a decidedly vertical feel, this rhythm should be repeated in the addition as well. 

 

For further resources and reading: 

  • NPS’s Preservation Brief on new exterior additions to historic buildings can be found here.
  • Our archives on sympathetic additions can be found here

 AGING IN PLACE IN A HISTORIC HOME – Aging in place generally comes with necessary change to your home, but this is even truer of situations involving a historic home. As with many adaptive reuse projects, one must determine the balance between maintaining historic fabric and making adaptations suitable for aging. 

Photo by Boston Public Library on Unsplash.

 

WHAT IS AGING IN PLACE? 

Aging in place refers to exactly that: aging in the place where you already live, at home. Before the advent of the modern skilled nursing facility, many people aged at home. But for those who were unable to care for themselves or did not have family, they often were relegated to the predecessors of skilled nursing facilities – almshouses, poor houses, and convalescent homes (you can read more about this history here, here, and here). Although modern facilities have improved upon these old systems significantly in recent years, the quality and price of these facilities run the gamut. As the 65 and over population steadily increases, more people are choosing to avoid low-cost poor quality sites and high-cost high quality sites in favor of staying at home. A Porch.com article notes some of the benefits of aging in place, including maintaining independence, staying near friends and community, increasing comfort, saving money, and even slowing the advancement of memory loss. We’d also like to add that if you’ve made the investment in a historical home, you may consider that investment another motivator for aging in place.

 

HOW TO AGE IN PLACE – IN AN OLD HOME

Timing. Time is of the essence – the sooner that you begin your planning for aging in place, the better. It is best to start the process while you are still physically and mentally functional (this young woman and her husband have already begun this process – along with their overall historic home renovation – by modifying the floorplan and layout on the first floor). Timing is also important for budgets, as it is best to plan things in phases as your budget allows. Finally, it’s also good to have a timeline in place for retrofits and renovations; prioritize a plan for which areas to address first based on safety needs and budget. You may want to start with the entrance, followed by the bathroom, and then the bedroom, as these areas will be used the most heavily in the long-term.

Budget. Budgeting is always an important factor in any project. Just like timing, it is important to begin as soon as able so things can be addressed over time, rather than having to pay all at once. For instance, making small changes over time can be less costly than a total renovation done all at once.

Safety. Safety is the top concern when planning updates to your home to age in place successfully. You can find general safety tips for old homes in our previous post, here

Retrofitting. The key is addressing age in place needs while also maintaining (read: DON’T DAMAGE) the historic fabric where possible. Here are links (here, here, and here) regarding general retrofits to homes, and a short post on aging in place in a historic home (here). These should supplement our material below specific to historic homes.

  • ENTRANCES
    • Any changes to make the house more accessible (ramps, etc.) should be made on a secondary façade (not the front of the house). They should be installed in the least intrusive manner to make removal easy and less damaging to the historic fabric. The goals is to balance aesthetics and accessibility.
  • BATHROOMS
    • ADA height toilets and grab bars can be installed without damaging the historic fabric.
    • Using levered faucet knobs rather than knobs make turning faucets off and on easier.
    • Any changes to the bathtub/shower configuration (especially if you have an original claw foot tub,  for example) should be made in an addition (if possible) – a first floor addition is a good idea/compromise.
  • BEDROOMS
    • You can repurpose a first floor room (if you haven’t already) into a bedroom, or put a sympathetic addition onto your first floor.
  • GENERAL
    • Door knobs can be switched to lever, and you can keep originals on-hand for future reinstall
    • Lighting is essential for safety, and many historic lighting companies have ADA lighting with brighter fixtures. Light switches can be switched to reproduction old style buttons, that are modern code compliant.
    • Smooth flooring – can usually be done without much intervention.
    • Cabinet heights can be adjusted to require less bending over.

 

For further resources and reading: 

  • ADA-compliant reproduction items can be found here, here, and here.
  • Information on retrofitting general historic structures, not just homes, can be found here

Briana Grosicki, associate principal of PlaceEconomics based in Washington, D.C., joined the Practical Preservation Podcast to discuss the economic benefits of preservation. We covered multiple topics, including:

  • Briana’s background, including growing up regularly visiting local battlefields in Virginia, volunteering with her main street district as a teen, to working with Donovan Rypkema 
  • Briana’s additional roles as chairwoman for Preservation Action and board of director for the National Alliance of Preservation Commissions
  • PlaceEconomics’ specialized consultation services at the intersection of economics and historic preservation, including research and city-wide studies, and educational talks and workshops
  • Specific economic benefits of preservation, including that for every 100 preservation/rehabilitation projects there are 186 jobs created elsewhere in the community, vs. 135 new jobs created per every 100 typical construction projects
  • Dispelling typical myths about preservation, including that historic preservation is a major cause of unaffordable housing, when in reality historic districts are more likely to include mixed-income housing than neighborhoods with speculative development (i.e., flipped houses and airbnbs)
  • Challenges in the field of preservation, such as increasing preservation’s advantages for and accessibility to all people 

 

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For individuals interested in getting help with preservation in their community, Briana encourages they contact her or other staff at PlaceEconomics – they are always open to discussing if they are right for a client or community! You should also tell your local officials about PlaceEconomics’ services!

Briana also suggests that individuals who may be less likely to work with PlaceEconomics’ firm directly continue to work on preservation at a grassroots level – from government involvement with organizations such as Preservation Action, to simply maintaining their own historical buildings, investing in existing resources, and using local resources to fund the local economy.

Briana encourages everyone to consider involvement in Preservation Action’s virtual auction this year, scheduled for October 27th, at 7PM

COFFEE BREAK RECAP – This month’s “coffee break” video recap focuses on how to navigate the existing building code and uniform construction code within your historic building project in Pennsylvania. Watch below.

 

VIDEO SUMMARY:

  • Focus: Exemptions (Existing Building Code) and things liable to the Uniform Construction Code, depending on the parameters of a historic building project in Pennsylvania
  • Solutions: Danielle and Jonathan discussed tips: 
       

    1. Work with a contractor or design specialist who has preservation knowledge who can work flexibly with a code officer.
    2. Know EXEMPTIONS that fall under Existing Building Code:
      • Historic buildings listed on the state or national historic register
      • Historic building that is part of a historic district 
      • Replacement in kind (under the Secretary of Interiors Standards
      • Staircases (unaltered) 
      • Means of egress (doorways)
      • Energy conservation 
      • Floodplain-located buildings
      • Fire rating  
    3. Know what is LIABLE to the Uniform Construction Code:
      • Changing the usage of a building 
      • Substantial improvement/Alterations – if the percentage of alterations is more than 50% of the building’s value (even if usage remains the same)
      • Relocated structure 
      • Seismic (structural) retrofits
      • Means of egress 
    4. If you disagree with the code officer, know the process of appeals
      • Check with your local municipality  

Old buildings are not automatically exempt from the Uniform Building Code in Pennsylvania
– ARM YOURSELF WITH KNOWLEDGE TO NAVIGATE CODES ON YOUR NEXT PROJECT!

 

Further resources:

Jack and Jessica Meyer – father-daughter owners of  White Chimneys in Gap (Lancaster County), PA – joined the Practical Preservation Podcast to discuss their property’s history and their business. We covered multiple topics, including:

  • The Meyers’ realization of their historic preservation values through the purchase and renovation of White Chimneys over the past 15 years
  • The 300 years of history – including the estate’s direct connection to our founding fathers and famous historic figures such as the Marquis de Lafayette – of White Chimneys
  • Restoration and renovation experiences and tips from the homeowners’ perspective, including historic discoveries made along the way
  • Services utilized for restoration and ongoing maintenance, including details on the air purification system (particularly in light of COVID-19) 
  • How curious visitors planted the seed for their wedding venue and other business
  • Unique options and services offered to brides and grooms – including co-creating a signature cocktail with ingredients from the estate’s own gardens
  • Their business focus on sustainability, to support the history and future of the estate (which is on the National Register of Historic Places and under a historic preservation easement)
  • Challenges of owning a historic home and business, including that maintenance work is never done!

 

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Listen to the end of the podcast to learn more about the HVAC businessShoemaker Heating and Cooling – responsible for the custom ductwork and air filtration system installed at White Chimneys. Mr. Shoemaker can be reached via the link above, at 610-314-7278, or at [email protected]

If considering a wedding or other service at White Chimneys during these uncertain times, listen to their description of adjustments in the podcast or visit their COVID discussion here.

Lindsey Bennett of KIZ Resources, LLC, joined the Practical Preservation Podcast to discuss the company’s tax credit transfer services. We covered multiple topics, including:

  • Origins of the company – originally named for the Keystone Innovation Zone Tax Credit (KIZ) – and their focus on state and federal tax credit transfers for businesses
  • Their specialized services assisting businesses located in historic buildings to enroll in and benefit from the Pennsylvania Historic Preservation Tax Credit Program, as well as federal preservation tax credits
  • Qualifications for the preservation tax credit programs, including that the applicants must have income-producing buildings, the building must be on the National Register of Historic Places, any renovations must follow the Secretary of the Interior’s standards for historic rehabilitation, as well as some other stipulations
  • Other services provided, including assisting clients with selling tax credits, the Keystone Innovation Zone Tax Credit, and Neighborhood Assistance Program, among others
  • Challenges with uncertainty of state budgets, particularly given COVID-19, and Lindsey’s recommendation to business-owning constituents in Pennsylvania to reach out to legislators and encourage them to continue to support funding for tax credits

 

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Follow them on Facebook (or contact them) to find out about seminars available to learn more!

 

PART 2 PRESERVATION MONTH 2020 SERIES

LAST WEEK WE PRESENTED PART 1 on Why Preservation Matters. Part 2 of this series focuses on preserving or saving a building. It’s one thing to read and learn about preservation, and it’s a whole other thing to actively do it. While there may be limitations as to what one can accomplish, there is also so much that grassroots efforts can achieve. As the often-repeated quote attributed to Margaret Mead goes:

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.”

Let’s assume you’ve noticed a building that needs an intervention, or someone has announced plans to develop land a historic farmhouse sits on … all is not lost. Read on to explore steps you can take to preserve a building.

Denn House, prior to restoration.

 

GUIDELINES FOR SAVING A BUILDING:

  • Manage your mindset. It’s important to note that saving a building is not easy and not always successful; therefore it is best to know this and the intensity of the process going into it so as not to set yourself up for disappointment if your attempts to save a building are ultimately unsuccessful. First, consider why the place matters to you and why it matters to others; The National Trust for Historic Preservation includes information on the philosophy of why old places matter, and tips on managing your expectations. Determining the practical reasons to save a building can strengthen your own resolve and provide practical arguments when presenting the plan to others.

 

  • Be a history detective and know the threats. It is also essential to know the history of the building, its significance, and anything that poses a threat to its preservation. That National Trust discusses steps to researching, and Wolfe House and Building Movers Guide for Saving a Historic Building also provides suggestions to determine a building’s significance and discern types of threats.

 

  • Determine the building’s future/ongoing purpose. If you have the power to help decide a building’s future or ongoing purpose, or simply want to share reasons the building could benefit the community so that others can see why it’s worth saving, Wolfe House and Building Movers’ Guide recommends determining its possible uses and proposing a plan. The previously-mentioned guide from the National Trust can assist here as well. It is likely much easier to determine the building’s purpose if you are the owner, but even if you do not own it, you can help provide suggestions. It’s also important to decide how to save the building. Wolfe’s Guide also includes information on methods for saving a building.

 

  • Be an advocate and find help. The National Trust first recommends seeking help and support and getting the word out at the grassroots level before taking it to community and government leaders. They also share other ways to spread the word, including the This Place Matters campaign. Gathering community support strengthens the stance that the building is worth something to the community, and therefore carries more weight when you finally do present the project to leadership. Once grassroots support is established, the National Trust and Wolfe’s Guide both share information on sources of assistance, including agencies and governmental organizations at the local, state, and federal levels. The National Trust also includes a list of resources for preservation. Finally, sharing past successes, such as sharing videos of other successful preservation projects, as offered here by the Pennsylvania State Historic Preservation Office, is another way to support your stance on preserving a building.

 

  • Secure funding. The National Trust and Wolfe’s Guide also both include information on how to secure funding or raise money to finance a preservation project. 

 

  • Apply for historic designation AND/OR seek to establish a preservation easement. If you determine that historic designation is an option in the case of your building, the National Trust provides information on many benefits of historic designation at local, state, and federal levels such as protection, funding, and tax credits, as well as suggestions on how to go through the process. If you have the power to do so – usually if you are the owner of the building – seek establishment of a preservation easement as well. The National Park Service discusses easements in detail, and the National Trust indicates that these can be in place in addition/act as a supplement to designations, as they use private legal rights of property owners unlike designations that act at the level of government. Easements – if designated as perpetual – are the only guarantee that the building cannot be demolished or altered significantly in the future. These terms go beyond the protections that a designation can provide. 

 

  • Amplify your reach. Preservation is local. It is also best done as part of a group of like-minded individuals, in a way that works with systems that are already in place.  If you want to ensure that buildings are saved, getting involved with your local preservation group and/or local government is the best way to make certain there is a review process before demolition is allowed to proceed.  You can check your local municipality’s zoning ordinances to  see if historic structures are addressed.

 

 

 

Next week: PART 3 OF THIS SERIES focuses on the Economic Benefits of Preservation.

Rabbit Goody, owner, designer, and master weaver of Thistle Hill Weavers, joined the Practical Preservation podcast to discuss information about her background in weaving, and museum curation and consultation. We covered a multitude of topics including:

  • Rabbit’s interwoven skill-sets and background, starting with her intuitive skills as a teen-aged weaver, and her academic backgrounds in anthropology and museum curation and consultation
  • The inception of Thistle Hill Weavers, including saving discarded weaving machines from old mills
  • Products and services, ranging from interior fabrics for architectural firms to clothing fabric for sustainable clothing designers, as well as personal projects for private homeowners
  • The process involved in commissioning fabrics from Thistle Hill Weavers
  • Notable projects, from interior fabrics in the homes of deceased presidents to historically-accurate fabric in movies 
  • Tips for homeowners to follow their own style with interior design

 

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From the online shop, Rabbit recommends: Window treatment book, on sale (here), or the fabric sample pack, which includes 3 samples of every type of fabric (here). 

 

Patricia Cove, of Architectural Interiors and Design, joined the Practical Preservation podcast to discuss information about her background in interior design and her company’s specialization in renovation, restoration, and adaptive re-use. We covered a multitude of topics including:

  • How she evolved in her career, beginning as an English teacher, and moving on to follow her passion in historic preservation and interior design
  • The period-defining elements of historic interiors (and exteriors) that reveal a building’s history
  • How adaptive re-use of historic buildings can be completed to meet today’s living needs without sacrificing architectural elements integral to a building’s historic fabric
  • Challenges and trends in the industry, including developers’ or “flippers'” tendency to focus on gutting historical interiors assuming potential buyers don’t want historic character on the inside (often resulting in those buildings sitting longer on the market)
  • The activist/educational aspects of her work, as she encourages developers and owners to preserve interiors as well as exteriors, given limited protections for interiors of homes
  • The qualitative and geographic scope of her business, as well as contact information and offerings (listed below)

 

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Phone – (215) 248-3219

Email[email protected]

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Patricia’s twice-monthly columns on all aspects of interior design in Chestnut Hill Local (here)

Patricia also offers periodic zoom videos via her website, discussing interior design 

You can also read our previous interiors blog post (here) referencing one of Patricia’s columns (here)

 

Craig Meyer, of the UNICO System, joined the Practical Preservation podcast to discuss information about the company’s history and current business in HVAC (heating, ventilation, and air conditioning). We covered a multitude of topics including:

  • His background in marketing, business development, and engineering
  • UNICO’s inception as a family-owned contracting business and American success-story with more than 35 years of experience 
  • UNICO system’s American-made and unique products, and “focus on fit, form, finish, function, and innovation”
  • Challenges of and solutions for retrofitting HVAC into historical buildings, including many on the National Register of Historic Places
  • Tips for historical and other homeowners, as well as how to contact the UNICO system for a consultation – find a local contractor here

 

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