Planning documents to be completed prior to application

All prospective applicants must have completed at least one planning document to demonstrate that they have thoughtfully adopted a strategy to preserve, use, and care for their site.

Examples of planning documents that would satisfy this criterion include – but are now limited to – those listed below. You will be asked to submit all previously completed planning studies before or with your application.

Please note: Jeffris Heartland Fund grants are not available to fund these preliminary studies.

Adaptive Re-Use Plan, Master Plan or Preservation Feasibility Study

This is a document and/or set of schematic plans that is intended to demonstrate the best use for a preserved structure, and outline a path toward restoration or rehabilitation. It often but now always proposes a change in use or reconfiguration of a building to accommodate current needs of the community and often, though not always suggests expansion or insertion of modern elements and systems to meet current expectations and codes. This report often tests the viability of new uses and what issues must be considered to accomplish that new use. Sometimes this document also outlines probable costs, potential phasing, and lists potential funding strategies and sources that can be considered.

Sample: Moffat Estate Feasibility Study

Preservation Plan

The long-term benefits of a Preservation Plan are considerably less than those afforded by a Historic Structure Report (HSR). A Preservation Plan provides a summary of the site history and integrity, and guides the appropriateness of proposed changes or use, but rarely includes cost details and estimates. Preservation Plans often deal with larger sites including more than just one structure, or even with multiple historic properties and associated historic landscapes.

Source: Historic Structure Reports & Preservation Plans: A Preparation Guide

Stabilization Plan

This report is often used to consider whether deterioration of the property is too extensive to make preservation feasible and suggest how and at what cost a historic property can be stabilized while a master plan is developed. It is thus often a most appropriate first step for properties that have been abandoned or have suffered long periods without maintenance. A Stabilization Plan is appropriate as a guide to mothballing a historic property to prevent further deterioration when no future use is currently known or possible.

Source: Mothballing Historic Buildings