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Installing Solar Panels on Historic Buildings A Survey of the Regulatory Environment August 2012 Prepared by ACKNOWLEDGMENTS TheU.S.DepartmentofEnergywouldliketoacknowledgetheprojectcoordination,in‐ depthanalysisconductedandproductionofthisreportbytheNationalTrustforHistoric PreservationandtheNorthCarolinaSolarCenterinthedevelopmentofthisreport. CORRESPONDINGAUTHORS KimberlyKooles,NorthCarolinaSolarCenter;PatriceFrey,NationalTrustforHistoric Preservation;JuliaMiller,NationalTrustforHistoricPreservation REVIEWERSANDCONTRIBUTORS MarkHuppert,NationalTrustforHistoricPreservation;JennyParker,NationalParks Service;JustinBarnes,NorthCarolinaSolarCenter;FarleighWolfe,ICLEI-USA;AnnaRead, International City/County Management Association;ChadLaurent,Meister Consultants Group, Inc.;AndreaLuecke,TheSolarFoundation;JoshuaHoneycutt,DepartmentofEnergy;Becky Campbell,SolarElectricPowerAssociationandothers NOTICE Thisreportissupportedbythefollowingteamoforganizations:ICLEI-USA; International City/County Management Association (ICMA); Solar Electric Power Association (SEPA); Interstate Renewable Energy Council, Inc. (IREC); North Carolina Solar Center (NCSC); Meister Consultants Group, Inc. (MCG); The Solar Foundation (TSF); American Planning Association (APA); and National Association of Regional Councils (NARC). This material is based upon work supported by the U.S. Department of Energy under AwardNumberDE-EE0003525. ThisbriefwaspreparedasanaccountofworksponsoredbyanagencyoftheUnitedStates Government. Neither the United States Government nor any agency thereof, nor any of theiremployees,makesanywarranty,expressorimplied,orassumesanylegalliabilityor responsibilityfortheaccuracy,completeness,orusefulnessofanyinformation,apparatus, product, or process disclosed, or represents that its use would not infringe on privately ownedrights.Referencehereintoanyspecificcommercialproduct,process,orserviceby trade name, trademark, manufacturer, or otherwise does not necessarily constitute or implyitsendorsement,recommendation,orfavoringbytheUnitedStatesGovernmentor anyagencythereof.Theviewsandopinionsofauthorsexpressedhereindonotnecessarily stateorreflectthoseoftheUnitedStatesGovernmentoranyagencythereof. 1 SunShotInitiative TheU.S.DepartmentofEnergySunShotInitiativeisacollaborativenationaleffortto dramaticallyreducethecostsofsolarenergy,makingitcost‐competitivewithotherforms ofenergybeforetheendofthedecade. UndertheSunShotInitiative,DOEinvestsincompetitiveresearchanddevelopmentfor solartechnologiesthatpromisetotransformthewaywegenerate,store,andutilize energy.Tomakesolarenergymoreaccessibleandaffordable,SunShotaggressivelydrives innovationbyinvestinginprivatecompanies,academia,andnationallaboratoriesto reducethecostofsolarelectricitytoabout$0.06perkilowatt‐hour.Thiscostreduction willenablebroaddeploymentofsolarenergysystemsacrossthecountryandallowsolar‐ generatedpowertoaccountforroughly14%ofAmerica'selectricitygenerationby2030. InspiredbyPresidentKennedy's"moonshot"programthatputthefirstmanonthemoon, SunShotrequiresanationalefforttousethebestofourenergiesandskillstoaccomplish itsgoals.Sinceitslaunchin2011,SunShothasinvestedapproximately$250millionin morethan100projectstohelpshapethenextgenerationofsolarenergytechnologies, removeregulatoryandmarketbarriers,andmakeitfaster,easier,andcheaperfor Americanstogosolar. SunShotInitiativeadvancementswillultimatelybenefiteveryAmericanby: Providingclean,low‐costenergyforhomeowners,communities,businesses,and government; EnhancingAmerica’sglobaltechnologyleadershipthroughadvancedsolar photovoltaictechnologiesandsmartgridinnovation; CreatingU.S.jobsthroughdomesticsolarmanufacturinganddistribution;and Reducinggreenhousegasemissionsandprotectingtheenvironment. LearnmoreaboutSunShotandDOE'seffortstoexpandclean,accessible,andinexpensive solarenergyacrossthenationbytheendofthedecadebyvisiting www.energy.gov/sunshot. 2 NationalTrustforHistoricPreservation TheNationalTrustforHistoricPreservation,aprivatelyfundednon‐profitorganization, workstosaveAmerica’shistoricplaces. CharteredbyCongressin1949,theorganizationisnowsupportedentirelybyprivate contributions.Wetakedirecton‐the‐groundactionwhenhistoricbuildingsandsitesare threatened.Ourworkhelpsbuildvibrant,sustainablecommunities.Weadvocatewith governmentstosaveAmerica’sheritage.Westrivetocreateaculturallegacyasdiverseas thenationitselfsothatallofuscantakeprideinourpartoftheAmericanstory. Changesinourenergyproductionandconsumptionmustbemadeatallscales–from historicbuildingstoMainStreetstovastpubliclands–asanelementofsustainable development.Atthesametime,theNationalTrustforHistoricPreservationworks alongsidepreservationistsnationwidetoprotectournation’shistoricplacesbyadvocating forappropriatesitingofrenewableenergysystemswithinahistoriccontext. Energyuse–whetherinourhomes,commercialspaces,schoolsorotherbuildings– directlyaffectstheintegrityofourprivateandpubliclands.Whenweuselessenergy,less energyinturnmustbeproduced.ItisforthisreasonthattheNationalTrustsupportsthe removalofunreasonableregulatorybarrierstotheuseofsolarpanelsonhistoricsites, buildingsandstructures. NorthCarolinaSolarCenter The North Carolina Solar Center serves as a clearinghouse for solar and other renewable energy programs, information, research, technical assistance, and training for the citizens of North Carolina and beyond. Through its programs and services, the N.C. Solar Center seeks to stabilize energy costs for consumers, stimulate local economies, reduce dependence on foreign fuels, and mitigate the environmental impacts associated with fossil fuels. Established in 1988, the North Carolina Solar Center is operated by North Carolina State University’s College of Engineering at North Carolina State University. 3 TABLEOFCONTENTS SECTION1:PracticalApproachestoInstallingSolarTechnologyonHistoric Properties 5 SECTION2:UnderstandingtheTechnology 6 Glossary 7 SECTION3:PublicPolicyFrameworkforHistoricPreservation 9 TheSecretaryoftheInterior’sStandardsforRehabilitation 9 TheSecretaryoftheInterior’sStandardsforRehabilitationandIllustratedGuidelineson SustainabilityforRehabilitatingHistoricBuildings 10 StateSolarAccessRegulation 10 LocalSolarAccessRegulation 12 LocalBuildingStandards 12 LocalPreservationOrdinancesandZoningCodes 13 DesignReviewwithinHistoricPreservationOrdinances 14 SampleDesignPrinciples 15 SECTION4:MovingtheConversationForward 17 SECTION5:FurtherReading 18 AppendixI:StateSolarAccessLaw 23 AppendixII:StateStatutoryProvisionsAddressingHistoricPreservation 27 AppendixIII:SolarPanelPreservationDesignGuidelineExamples 33 4 Section1:PracticalApproachestoInstallingSolarTechnologyonHistoricProperties Acrossthecountry,individuals,businesses,organizationsandgovernmentsareallmaking effortstominimizetheirimpactontheenvironmentbyreducingtheirdependenceonnon‐ renewableenergysources.Whileenvironmentallysustainablepracticescananddocome inavarietyofforms,certaintechnologies,suchassolarpanels,havetakenonparticular importance.Indeed,withtheadoptionoffinancialincentivesandtheremovalof regulatoryimpedimentstotheuseofsolarasaviablepowersource,solarenergysystems arebeinginstalledonbuildingsinurbanandruralcommunitiesthroughouttheUnited States.Assolartechnologyimprovesandsolarpanelsbecomemoreaffordable,thistrend islikelytocontinueatanever‐increasingrate.Thequestionis,then,whenandhoware solarpanelstobeinstalledonhistoricbuildings,inhistoricdistrictsorathistoricsites? Theanswerisnotsimple.Ononehand,communitiesrecognizethathistoricbuildings presentspecialcircumstancesandthat,withoutcarefulreview,solarpanelscanhavea directandirreversibleimpactonthesamecharacter‐definingfeaturesofahistoricbuilding oritssettingthatmakeitsignificanttothecommunityandthusworthpreserving.Onthe otherhand,noteveryalterationtoahistoricresourceisdetrimentaltothosesamevalues, andindeed,solarpanelscanbe(andhavebeen)installedwithoutadverselyaffectingthe significanceorintegrityofhistoricresources. Oftenthesehistoricresourcesareowneroccupiedproperties,suchasschools,institutions orotherlong‐termownerswhowouldbenefitfromthepotentiallowoperatingcost structureofferedbysolarenergyinstallations.Inmanypartsofthenation‐especiallythose supportedbystrongsolaraccesslaws,risingenergycostsandfinancialincentives‐solar energysystemsaregeneratinganincreasingportionofon‐siteenergyneedsforthese buildings.However,inmanyjurisdictions,regulatorylimitationsandstrictinterpretations ofhistoricstandardsmaypreventadoptionofsolartechnologywheredemandotherwise existsinthemarket. Throughthecarefularticulationofpolicies Learnabout... guidingtheuseofsolarpanels,communitiescan Basicsonsolar embracepracticesthatbothpromoterenewable technology systemsandsupporttheprotectionofhistoric resources.Allowingsolartobeinstalledonnon‐ Trendsinstateandlocal significantadditions,previouslyalteredareas solaraccesslaws (thosethathavediminishedintegrity),or Solarpaneldesignreview perhapslesssignificantareasofahistoric underpreservation buildingcanallowthepropertytomeet ordinances sustainableenergygoalswithoutcompromising ordestroyingthehistoricresource'ssignificanceorintegrity. 5 Itisimportanttorecognize,thatevenwiththeaidofwelldevelopedandmarketdriven solarenergyandhistoricpreservationpolicies,therewillbecertainhistoricpropertiesfor whichsolarenergysystemsmaynotbeappropriate.Suchinstallationswilllikelybedenied byhistoricpreservationregulatorybodiesfoundoneitherthelocal,stateornationallevel. Designatedhistoriclandmarks,whichrepresentpropertiesofelevatedstatusand importancetoacommunity,arelikelytocomprisethemajorityoftheserestricted properties.Otherpropertiesthatmayfacethisconstraintincludethosewithhistorically significantlandscapesthatshadepotentialinstallationsites,orconversely,thosehistoric landmarkswithlittletonoopenspaceforinstallations. Thisguideoffersapathwaytobetterintegrationofsolarenergysystemsontohistoric resources.Thesectionswithinthisdocumentprovideanexplanationofsolarenergy technology,descriptionsofthecurrentregulatorycontextgoverningtheuseofsolarpanels onhistoricpropertiesatthestateandlocallevel,andproposeregulatorysolutionsthat takeintoconsiderationthevalueofbothhistoricandenergyresources.Theguidealsosets forthsuggesteddesignreviewprinciplesthatareintendedtoencouragesolarsiting solutionsthatprotecthistoricfeatures,materialsandspatialrelationship.Sourcesfor additionalinformationarelocatedattheendofthispublication. Section2:UnderstandingtheTechnology Therearetwotypesofsolarenergytechnologies:photovoltaicandthermal.Photovoltaic systemsconvertthesun’senergyintoelectricitythroughtheuseofphotovoltaic(PV)cells, typicallycomposedofcrystallinesilicon,whichareconnectedtogetherintopanelsand mountedonaframe.Electricitygeneratedfromthecellsisnormallypassedthroughan inverterwhichconvertsthedirectcurrent(DC)electricityproducedbythepanelsinto alternatingcurrent(AC)electricity.Thatcurrentisthenconsumed,stored,orroutedinto thegridsystem(seedefinitions).Insolarthermalsystems,oneormoresolarcollectorsor panelsheatwater,air,orantifreeze.Thesolarheatedairorliquidisthentransferredinto roomsorwatersupply. Typically,photovoltaicsystemslocatedonornearabuildingorstructureareusedtomeet theelectricityneedsofthatsite.Ifasolarenergysystemdoesnotmeetasite’sfull electricitydemands,additionalenergycanbeprovidedthroughconventionalelectrical systems.Ifasolarenergysystemproducessurpluselectricity,mostjurisdictionsallowthis surplusenergytoenterthegridandbeusedtooffsetfutureelectricitypurchasesthis arrangementisgenerallyreferredtoasnetmetering,thoughthedetailsvaryfromstateto stateandsometimesfromutilitytoutility.Thispracticeisoftenillustratedbyanimageofa customer’smeterspinningbackwards,subtractingon‐sitesurplusenergyfromgrid‐ suppliedenergyoveragivenbillingcycle.Moreinformationonnetmeteringandother renewableenergypoliciescanbefoundthroughtheDatabaseofStateIncentivefor RenewablesandEfficiency(DSIRE)ortheInterstateRenewableEnergyCouncil(IREC). 6 Thesizeandviabilityofsolarenergysystemsasanalternativeenergysourceforaspecific historicsitedependonseveralvariablesincludingthelocalclimate,installationcosts,how thesystemwillbeused,andthecharacteristicsofthebuildings,structures,andsite.Alarge buildingwill,forexample,typicallyrequiremoresolarpanelsthanasmallerbuildingor structureinordertooffsetrequiredenergyload.Ideally,solarpanelsshouldbeoriented south;iforientedtotheeastorwest,thepanelswillneedtobetiltedtoachieveoptimum performance.Moreover,insomecases,neighboringbuildingsandtreescaninterferewith ongoingaccesstothesunlightnecessarytopowersolarpanels. Currently,solarpanelsaregenerallymountedonanexistingroofplaneorlocatedonthe ground.Asresearchandproductdevelopmentevolves,however,thiscouldchange. Already,solarpanelscomeindifferentshapes,andsomehavetheappearanceandfunction oftraditionalbuildingmaterials,suchasroofshinglesortiles.Thistypeofsolarsystemis usuallyreferredtoasBuildingIntegratedPhotovoltaicSystem(BVIP). TermsYouShouldKnow... ActiveSystem.Asolarheatingorcoolingsystemthatrequirestechnologicalassistanceto transportcollectedheat.Examplesincludesolarhotwaterheatersandphotovoltaic systems. Array.Asetofphotovoltaicmodulesorpanelsconnectedtogetherthatfunctionasasingle unit. Building.DefinedbytheNationalParksServiceasstructuresintendedtosheltersomesort ofhumanactivity.Thetermbuilding,asinoutbuilding,canbeusedtorefertohistorically andfunctionallyrelatedunits. Cell.Thesmallestcomponentofasolarpanel,actingtoconvertsunlightintoelectricity. ElectricalGrid.Thesystem,inagivengeographicalarea,thatdistributeselectricityto buildings,structuresandsites.A“grid‐connected”solarenergysystemusesthegridasa backuppowersource.Inmostareas,surplusenergyproducedbyasolarenergysystemis allowedtoenterthegrid. Inverter.Thedeviceusedtoconvertdirectcurrent(DC)intoalternatingcurrent(AC). Module.Severalconnectedcells.Synonymouswithpanel. Mount.Amethodofattachingsolarpanelstotherooforground. 7 NetMeter.Anelectricalmeterthatspinsbothforwardandbackward,dependingupon whetherelectricityisflowingintooroutofthegrid. PassiveSystem.Asystemofheatingandcoolingbuildingsbynaturalenergyresources, withouttechnologicalassistance(e.g.pumps),byincorporatingbuildingfeaturesthat absorbheatandthenreleaseitslowlytomaintainthetemperaturewithinabuilding.Such buildingfeaturesoftenincludelargewindows,masonrywalls,stoneflooringandbuilding orientation Photovoltaic(PV).Technologythatconvertssunlight(photons)intoelectricalenergy throughtheuseofsiliconcrystalsoranothersemiconductor. Site.DefinedbytheNationalParksServiceasdiscreteareassignificantsolelyforactivities inthatlocationinthepast,suchasanhistoricbattlefield,archaeologicallysignificantarea ordesignedlandscape,andotherlocationswhosesignificanceisnotrelatedtothebuilding orstructure. SolarPanel.Ageneraltermforthesmallestdiscreteunitofasystemthatcapturessolar energy,usuallymeasuringseveralfeetoneachside.Itmayrefertoanelectricaldevice consistingofanarrayofconnectedsolarcellswhichconvertssolarenergyintoelectricity oradevicethatcapturesthermalsolarenergyforspaceheatingordomestichotwater production.Solarenergydevicesarecommonlyreferredtoasphotovoltaic(PV)panels. SolarDevice.Solarmembranes,solarshingles,solaringlass,non‐PVtechnology,andsolar hotwatersystems,andothersolartechnologies. SolarThermal.Theprocessofcreatingheatbyusingsunlighttoheatwateroranother fluidsuchasantifreeze. Structure.DefinedbytheNationalParksServicetodifferfrombuildings,inthattheyare functionalconstructionsmeanttobeusedforpurposesotherthanshelteringhuman activity. Tilt.Theangleofasolarpanel.Anidealoroptimumtiltwouldabsorbthemostsunlight. TrackingPanels.Solarpanelsthatchangedirectionasthesunmoves. Withincreasingconcernovertheenvironmentalimpactsoffossilfuelusageandthe depletionofconventionalenergyresources,anumberofstateshaveadoptednew measuresthatpromotesolarenergysystemsandremovefinancialandlogistical impedimentstotheirwidespreaduse. 8 Virtuallyeverystateencouragessolarandotherrenewableenergytechnologiesbyoffering someformofpolicysupport,suchastaxincentivesandothersubsidiestoindividuals, utilities,businesses,andotherorganizations.Whencombinedwiththefederal government’s30%incometaxcreditforthecostofsolarpanels(availablethrough2016), statefinancialincentivesprovidepropertyownerswithevengreaterincentivetoinstall solarpanelsbyloweringupfrontcostsandreducingbreakevenpoints. Thebreadthanddepthofstatesupportisdramaticallydifferentfromstatetostateandasa consequencesolardevelopmenthashistoricallybeenconcentratedinarelativelysmall numberofstateswithexceptionalpolicies,suchasCaliforniaandNewJersey.However,in recentyearstheproliferationofstateincentivescoupledwithrapidlydecliningcostsanda maturingindustryhashelpedcreatenewandexpandedopportunitiesthroughoutthe country.Additionally,statesoftensupplementdirectfinancialincentiveswithother mechanismsthatassistsolardevelopment,suchasimprovedproceduresforgetting systemsconnectedtothegridandpoliciesthatfacilitatetheuseofinnovativefinancing. Section3:PublicPolicyFrameworkforHistoricPreservation 3.1TheSecretaryoftheInterior’sStandardsforRehabilitation Historicpreservationboardsandcommissionsarechargedwiththepreservationofa community’sidentifiedhistoricresources,whichmayincludeindividualsitesaswellas entirehistoricdistricts.Proposedalterationstothesehistoricresources,althoughoften permissible,aremeasuredagainststandardsandguidelines,includingthoseestablishedby theNationalParkService(NPS)andcalledtheSecretaryoftheInterior’sStandardsforthe TreatmentofHistoricProperties.Themostcommonsetofappliedregulationsforhistoric districtreviewaretheStandardsforRehabilitation,whichprovidesaframeworkfor alterationofhistoricresourcestomeetcontinuingorchanginguseswhileretainingthe historiccharacterofthebuilding,site,anddistrict.TheStandardsareintendedtobe regulatory,whileaccompanyingNPSGuidelinesareadvisoryandillustratehowthe Standardsmaybereasonablyapplied. Often,localdesignguidelinesforhistoricbuildingsand/orhistoricdistrictsareeither directlymodeledaftertheSecretaryoftheInterior’sStandardsforRehabilitationor borrowheavilyfromtheirfoundation.TwoStandardsareparticularlypertinenttosolar energyprojects: Standard2:Thehistoriccharacterofapropertywillberetainedandpreserved. Standard9:Newadditions,exterioralterations,orrelatednewconstructionwillnot destroyhistoricmaterials,features,andspatialrelationshipsthatcharacterizethe property.Thenewworkwillbedifferentiatedfromtheoldandwillbecompatiblewiththe 9 historicmaterials,features,sizeandproportion,andmassingtoprotecttheintegrityofthe propertyanditsenvironment. ThefullsetofRehabilitationStandardscanbefoundat: www.nps.gov/tps/standards.htm 3.2TheSecretaryoftheInterior’sStandardsforRehabilitationandIllustrated GuidelinesonSustainabilityforRehabilitatingHistoricBuildings TheGuidelinesonSustainabilitysupplementtheexistingGuidelinestotheSecretaryofthe Interior’sStandardsforRehabilitation.Theseguidelinesofferrecommendationsfor improvingtheenergyefficiencyofabuildingwhilestillpreservingthecharacterofhistoric resources. TheGuidelinesonSustainabilitystresstheinherentsustainabilityofhistoricbuildingsand offergeneralguidanceforefficiencyrelatedimprovement.Treatmentsareeither “recommended”or“notrecommended,”dependingonwhetherameasuremaynegatively impactabuilding’shistoriccharacter.Additionally,illustrationsofbothtypesoftreatments areincluded.TheGuidelinesaredesignedtoassistbuildingownersinplanning rehabilitationprojectsthatwillmeetthestandardsforRehabilitation. TheNPSGuidelinesonSustainabilitycanbefoundat: www.nps.gov/tps/standards/rehabilitation.htm 3.3StateSolarAccessRegulation DSIRE (DatabaseofStateIncentives forRenewables&Efficiencies),a projectrunbytheNCSolarCenter Stateshavebecomeincreasinglyinterestedin andtheInterstateRenewable removingbarrierstoinstallationsolarandwind energysystemsandthedevelopmentofpractical EnergyCouncilandfundedbythe DepartmentofEnergy,provides approachestotheinstallationofrenewable comprehensiveinformationon energytechnology. renewableenergypoliciesand programsandtracksindividual Manystateshaveenactedlawsmake statelaws,policiesandprograms. prohibitionsagainstsolarenergysystems Goto:http://www.dsireusa.org. (typicallyfoundinrestrictivecovenantsand otherdeedrestrictions)voidandunenforceable.Theseareoftenreferredtoas“solar rights”laws,andmayapplytoeitherprivaterestrictions(e.g.,suchasthosepromulgated byhomeowner’sassociations),publicrestrictions(e.g.,localzoninglawsandordinances) orboth.Inaddition,agrowingnumberofstatesareadoptingsolaraccesslawsthatprotect accesstothesunandeasementlawsthatfacilitatetheadoptionofvoluntarysolaraccess easements.Solaraccesseasementsallowtheownerofasolarenergysystemtosecurethe rightstocontinuedaccesstosunlightfromaneighboringpropertyowner. 10 Withrespecttosolarrightslawsthatpertaintopublicrestrictions,anumberofstates,such asCalifornia,Florida,Indiana,Nevada,NorthCarolina,Vermont,Virginia,Oregon,and Wisconsin,haveadoptednewlawsorstrengthenedexistinglawstoensurethatzoningand otherland‐uselawsbanningorunreasonablyrestrictingsolarenergysystemsare expresslyprohibited.Whilethesestatespermitrestrictionsonsolarinstallationsforpublic healthandsafetyreasons,theyprohibitrestrictionsthatwouldsignificantlydecreasethe efficiencyorperformanceofasystemorsignificantlyincreaseitscost.Theinterpretation ofwhatconstitutesa“significant”impactmaybesubjective,thoughspecificbenchmarks aresometimesestablishedforthispurpose.Forinstance,inNevadaa10%decreasein systemefficiencyisconsideredsignificant. Inadditiontotheremovalofregulatorybarriersforsolarsysteminstallations,California, Missouri,NewMexico,andWisconsinalsoprotectaccesstothesunthroughsolarshade protectionlawsortheestablishmentofenforceablesolarrights.Otherstates,suchas RhodeIsland,requirethatzoninglawsaddresssolaraccess,andsomestatelaws,including thoseadoptedinConnecticut,Massachusetts,Minnesota,Nebraska,NewYork,Oregonand Utah,authorizelocalgovernmentstoadoptordinancesand/orplanningmeasuresthat encouragetheinstallationofsolarenergydevices. Therelationshipbetweenlawsdesignedtofacilitateorremovelegalbarrierstotheuseof solarenergysystems,andhistoricpreservationordinancesdesignedtoprotecthistoric resourceshasbeenspecificallyaddressedinonlyafewstates.Connecticut,Maine,New MexicoandNorthCarolinaaresomeofthestateswhichhaveaddressedtheissue: Connecticutprohibitsapreservationcommissionfromdenyinganapplicationfora certificateofappropriatenessfora“solarenergysystemdesignedfortheutilizationof renewableresources”unless“thecommissionfindsthatthefeaturecannotbeinstalled withoutsubstantiallyimpairingthehistoriccharacterandappearanceofthedistrict.” Thecommissionmayimposeconditionsontheissuanceofacertificateof appropriateness,includingdesignmodificationsandlimitationsonthelocationofthe feature,providedthattheeffectivenessofthesystemisnotsignificantlyimpaired. Maineprohibitslegalinstruments(includingordinances,deedrestrictions,homeowner associationandcondominiumregulations)thatrestricttheinstallationanduseofsolar energydevices.However,“reasonablerestrictions”necessarytoprotect“historicor aestheticvalues,”maybeadopted“whenanalternativeofreasonablycomparablecost andconvenienceisavailable.” NewMexicoprohibitsacountyormunicipalityfromimposingrestrictionsonthe installationofsolarcollectorsexceptinahistoricdistrict. NorthCarolinamakesitsgeneralprohibitionontheadoptionoflawsrestrictingsolar energysystemsonresidentialpropertiesapplicabletohistoricdistrictsbutauthorizes localjurisdictionstoregulatethelocationorscreeningofsolarcollectors”by“requiring 11 theuseofplantingsorothermeasurestoensurethattheuseofsolarcollectorsisnot incongruouswiththespecialcharacterofthedistrict.”Evenunderthegeneral prohibition,localgovernmentsmayrestrictsolarenergysystemstotheextenttheyare visiblefromthegroundand“installed(1)onthefacadeofastructurethatfacesareas opentocommonorpublicaccess;(2)onaroofsurfacethatslopesdownwardtoward thesameareasopentocommonorpublicaccessthatthefacadeofthestructurefaces; or(3)withintheareasetoffbyalinerunningacrossthefacadeofthestructure extendingtothepropertyboundariesoneithersideofthefacade,andthoseareasof commonorpublicaccessfacedbythestructure.” Explicitlyaddressingpreservationissueswithinthestateregulatoryframeworkcanhelpto facilitatetheintegrationofsolartechnologywithhistoricproperties.Whileanacross‐the‐ boardexemptionfromprohibitionsagainstsolarpanelswouldbeexceptionallybroad, exceptionsforinstallationsbasedontheapplicationofreasonableguidelinesshouldbe considered.NorthCarolina’sstatepolicybothfostersthedevelopmentofrenewableenergy technologywhilepreservingtheintegrityofthestate’shistoricresources.Policiessuchas theseallowlocalgovernmentstheleewaytoprotecttheircommunities'historicresources onacase‐by‐casebasis. 3.4LocalSolarAccessRegulation Localgovernmentsareworkingtofostersustainableenergy,buildinganddevelopment practicesinavarietyofways,includingthe SolarPermittingRequirements adoptionofnewbuildingandzoninglawsthat specificallyencouragegreenbuildingpractices Solarenergysystemsmustcomply andrenewableenergysystems. withlocalbuildingcodestoensure thatsolarpanelsandassociated 3.5LocalBuildingStandards electricaland/orplumbingwork meetminimumstandardsandare Somecommunitiesnowrequiretheuseof correctlyinstalled.Roofsand sustainableconstructiontechniquesand mountingsystemsmustbeableto productsthroughtheapplicationofhigh carrytheweightofthesolarpanels, performanceor“green”buildingstandards. andthesystem'swiringmustmeet Currently,suchstandardsarecommonly associatedwiththeUnitedStatesGreenBuilding thelocalelectricalandbuilding codes.Thelocalzoningcodemay Council’sflagshipratingsystem:Leadershipin establishminimumsetbacksand EnergyandEnvironmentalDesign(LEED), maximumheightallowances.Ifa thoughothersystemssuchastheGreen buildingisinalocalhistoricdistrict, BuildingInitiative’sGreenGlobesratingsystem, orsubjecttorestrictivecovenants, andtheInternationalCodeCouncil’sNational designreviewandapprovalmaybe GreenBuildingStandardarebecomingmore required. prevalent. 12 IntheDistrictofColumbia,beginningin2012,allprivately‐ownedcommercialprojects with50,000squarefeetormoremustmeetorexceedtheLEEDSilverstandardandin additionpostaperformancebond.TheCityofAustinrequiresthatallbuildingprojects meetthecity’snewenvironmentalbuildingcodeandbuildingswithincertaindistricts mustachieveaminimumofonestarunderthe“AustinEnergyGreenBuilding”rating system.Suchpoliciesmayprompttheinstallationofon‐siterenewableenergygeneration, suchasphotovoltaicsystems,inordertoachievethenewlymandatedstandardswithin thesecommunities. Thedevelopmentoflocalsustainablebuildingprinciples,efficiencymandatesand benchmarkingpoliciesaredesignedtoholdbothnewandexistingbuildingstockto increasinglyhighperformancestandards.Ascommunitiesincorporatesuchguidelines, historicresourcescanplayasignificantroleinmeetingtheirgoals.Cities,suchas Minneapolis,awarddensitybonusesforspecificgreenactivitiesthatpromoteincreased energyefficiencyandrelianceuponalternativeenergysystemssuchassolarandwind.The prevailingdensitywithinnumeroushistoricdistrictsmaywellqualifyforsuchbonus.The cityofSanFrancisco,inadditiontoestablishingminimumgreenstandardsunderLEEDor GreenPoint,requiresthatifabuildingisdemolishedtomakewayfornewconstruction, additionalpointsbesubtractedfromtheproject'srating.Theprojectmustthenachievea higherratingtocompensateforthedemolition,andthereforeencouragingthereuseof existingandhistoricbuildings.Stillothers,suchasSantaMonica,encouragetheuseof alternativeenergysystemsbystreamliningtheirpermittingproceduresforsolarpanel installationsonexistingbuildings. 3.6LocalPreservationOrdinancesandZoningCodes Manycommunitiesarealsorevisingtheirzoningandsubdivisionlawstoprotector promotesolaraccess,eitherinresponsetostatedirectivesorontheirowninitiative. Providence,RhodeIsland,forexample,amendeditszoninglawstoallowsolarpanelsas accessoryuses,whicharelandusesthatareincidentalandsubordinatetothemainuseof thesiteandlocatedonthesamesiteasthemainuse.Anaccessoryusemaybelocated eitherintheprincipalstructureoranaccessorystructure.Othermunicipalitieshave adjustedsetbackrequirements,heightrestrictionsandinsomecases,haveimposed buildingorientationrequirements,tomaximizesolaraccessibilityfornewly‐constructed houses. Manystatesareadoptinglawsthatprohibitunreasonablebarrierstosolarlaws,enabling citiesandtownstoadoptsimilarlocalordinances.Howthesenewlocallawspotentially modifyorconflictwithexistinglaws—includinghistoricpreservationordinances—must beconsidered.Solaraccesslawsthataddressthespecialcircumstancesofhistoric propertiesandthatspecificallyincludeguidelinesforthereviewandapprovalofsolar 13 panelsandotherenergy‐basedalterationsforhistoricpropertieswillensurethatthe interestsofbothsustainabilityandhistoricpreservationareequallyaddressed. Examplesofhowcommunitieshavecombinedsustainabilityandenergyconsiderations withhistoricpreservationinclude: SantaMonica,CAencouragessolarpanelsbystreamliningitsreviewof applicationstoinstallsolarpanels.UnderOrdinance2291,adoptedinJuly2009,the citycreatedanexpeditedpermittingprocessfortheinstallationofsolarpanelsby treatingsolarpanelpermitreviewsthatmeetcertaindesignstandards,as ministerial/non‐discretionaryactions.Theordinanceallowsanexception forhistoricpropertiesandcontributingstructures,requiringreviewbya "LandmarksCommissionLiaison"underthecity'sCertificateofAppropriateness process.Incaseswherethecity’sminimumdesignstandardsarenotmet,aproject maybeapprovedunderthecity’sdiscretionaryreviewprocess,unlessahistoric propertyisinvolved,inwhichcase,thefullLandmarksCommissionreviewsthat proposedproject. SantaMonica,CAOrdinance2291: http://www01.smgov.net/planning/planningcomm/2291.pdf Portland,ORworkedwithcommunitymemberstocreatestandardswhichexempt thereviewprocessofsolarpanelsonhistoricresourcesinthecity’sHistoric DistrictsandConservationDistrictsthrougharegulatoryimprovementproject, RegulatoryImprovementCodeAmendmentPackage(RICAP)5.Incaseswherea propertyislocatedwithinaConservationDistrict,andnotadesignatedlandmark, thereviewofproposedsolarinstallationsisstreamlinedbyfollowingasetof CommunityDesignStandards.Ingeneralthesestandardsprovideguidanceforsolar installationsthatrequiresolarmodulesbeinstalledwiththeplaneofthepanels paralleltotherooflineandnotincreasethefootprintorheightofthestructure. Thesestandardsareintendedtoallowforflexibilityindesignandminimize aestheticimpactstohistoricresources. TheHistoricDesignReviewprocessmaystillberequiredfordesignatedHistoric Landmarks,designatedConservationLandmarksandpropertieslocatedwithin designatedHistoricDistricts.Accessorystructuresareheldtothesamestandardss primarybuildings. Portland’sinformationon“SolarandYourHistoricHome”canbefoundat: http://www.portlandonline.com/bps/index.cfm?a=324757&c=43478 14 3.7DesignReviewwithinHistoricPreservationOrdinances Assolarbecomesincreasinglyattractivetomoreconsumers,demandtointegratesolar systemsintohistoricpropertiesislikelytoincrease.Fortunately,inmostcases,historic buildings,structures,andsitescanbepreservedwhilealsoaccommodatingsolarenergy installations. Thefollowing10sitingprinciplescanaide Roof‐MountedSolarPanels preservationboardsintheirreviewofsolarenergy Solarpanelsaretraditionally systemrequestsand,inaddition,canprovidea installedonroofsbecausethey foundationfortheadoptionofformallocal offerthebestaccesstolight. guidelinesrelatedtosolarenergyinstallations. Whilehistoricbuildingswithflat roofsmayreadilyaccommodate These10principlesencouragesolutionsthat solarpanels,hippedorgabled protecthistoricfeatures,materialsandspatial roofscanbeproblematic.When relationshipsandworktominimizethevisibilityof feasible,considerlocatingsolar allsolarenergysysteminstallations. panels: 3.8SampleDesignPrinciples Inaminimally‐visibleareaof thelandscape; 1.Locatesolarpanelsonthesiteofahistoric Onanon‐historicbuildingor resource.Ifpossible,useaground‐mountedsolar addition; panelarray.Considersolutionsthatrespectthe building’shistoricsetting,locatingthesolarpanel Inaminimally‐visible arraysinaninconspicuouslocation,suchasarear locationonthebuilding. orsideyard,lowtothegroundandsensitively screenedtofurtherlimitvisibility.Careshouldbe takentorespectthehistoriclandscape,including bothitsnaturalanddesignedfeatures,includingmaterialsandtopography. 2.Locatesolarpanelsonnewconstruction.Incaseswherenewbuildingsornewadditions tohistoricbuildingsareproposed,encouragetheplacementofsolarpanelsonthenew construction.Toachieveoverallcompatibilitywiththehistoricbuildinganditssetting, considersolutionsthatintegratethesolarpanelsysteminlessvisibleareasofthenew design. 3.Locatesolarpanelsonnon‐historicbuildingsandadditions.Ifthesitecannot accommodatesolarpanels,andtheprojectdoesnotincludenewconstruction,consider placingsolarpanelsonanexisting,non‐historicadditionoraccessorystructure,thereby minimizingtheimpactofsolarinstallationonthesignificantfeaturesofthehistoric resourceaswellasspecificallyprotectinghistoricfabricagainstalteration. 15 4.Placesolarpanelsinareasthatminimizetheirvisibilityfromapublicthoroughfare.The primaryfacadeofahistoricbuildingisoftenthemostarchitecturallydistinctiveand publicly‐visible,andthusthemostsignificantandcharacter‐defining.Tothegreatestextent possible,avoidplacingsolarpanelsonstreet‐facingwallsorroofs,includingthosefacing sidestreets.Installationsbelowandbehindparapetwallsanddormers,oronrear‐facing roofs,areoftengoodchoices. 5.Avoidinstallationsthatwouldresultinthepermanentlossofsignificant,character‐ definingfeaturesofhistoricresources.Solarpanelsshouldnotrequirealterationsto significantorcharacter‐definingfeaturesofahistoricresource,suchasalteringexisting rooflinesordormers.Avoidinstallationsthatobstructviewsofsignificantarchitectural features,suchasoverlayingwindowsordecorativedetailing,orintrudingonviewsof neighboringhistoricpropertiesinahistoricdistrict. 6.Avoidsolutionsthatwouldrequireorresultintheremovalorpermanentalterationof historicfabric.Solarpanelinstallationsshouldbereversible.Theuseofsolarrooftiles, laminates,glazingandothertechnologiesthatrequiretheremovalofintacthistoricfabric, orwhichpermanentlyalterordamagesuchfabric,shouldbeavoided.Considerthetype andconditionofexistingbuildingfabricuponwhichsolarpanelsinstallationisproposed, aswellasthemethodofattachmentandremovalinthefuture.Minimizingthenumberof pointsofattachment,includingtheuseofbrackets,willavoiddamaginghistoricfabric. 7.Requirelowprofiles.Solarpanelsshouldbeflushwith,ormountednohigherthanafew inchesabove,theexistingroofsurfaceandshouldnotbevisibleabovetherooflineofa primaryfacade. 8.Onflatroofs,setsolarpanelsbackfromtheedge.Flatroofs,becausetheyaregenerally hiddenfromview,canprovideanidealsurfaceforsolarpanelarrays.Toensurethatasolar installationisminimallyvisible,setthesolarpanelsbackfromtheroof'sedgeandadjust theangleandheightofthepanelsasnecessary. 9.Avoiddisjointedandmulti‐roofsolutions.Solarpanelsshouldbesetatanglesconsistent withtheslope,orpitch,ofthesupportingroof.Forexample,avoidsolutionsthatwouldset panelsata70degreeanglewhentheroofpitchis45degrees.Inaddition,solarpanels shouldbelocatedononeroofplane(asopposedtoscatteredamongseveralroofs)and arrangedinapatternthatmatchesthegeneralshapeandconfigurationoftheroofupon whichtheyaremounted. 10.Ensurethatsolarpanels,supportstructures,andconduitsblendintothesurrounding featuresofthehistoricresource.Theoverallvisibilityandreflectivityofsolarpanelsand theirsupportstructurescanbesubstantiallyreducedifelementsofthesolarinstallation matchthesurroundingbuildingfabricincolor. 16 ExamplesofcommunitieswithexistingSolarPanelGuidelinesforhistoricdistrictsand resourcescanbefoundintheAppendicesorbyvisiting: www.preservationnation.org/issues/sustainability/solarpanels Location,visibility,andappearanceofsolarpanelsarekeyconcernswhenworking withhistoricresources.Factorstoconsiderinclude: →Sitingoptions(solutionsthatachievesolaraccessyetprotecthistoricfabricand character) →Screeningpotential →Integrityandconditionofresource,especiallyroof →Impactonhistoricfabric,includingmountingsystem →Overallsizeofpanelarray →Panelarrangementanddesign →Color/Reflectivity →ReversibilityofInstallation SolarEnergyProjectsonPublicLands Federalpubliclandsareandwillcontinuetoplayanimportantroleinutility‐scalesolar developmentandtheaccommodationofrenewableenergytransmission.Theimpactof utility‐scalesolarprojectsonpubliclandsisalsoanimportantissueandmeritsfurther researchandanalysisofitsownbeyondofthescopeofthisguide. Section4:MovingtheConversationForward Boththepreservationandrenewableenergycommunitiesshouldcontinuetoresearchand highlightbestpracticesonincorporatingrenewableenergytechnologiesonhistoric properties Byworkingwithpropertyowners,contractors,andtechnologymanufacturers,local governmentleaders,codeofficials,preservationcommissionstaffandplanningdirectors canbekeyplayersinensuringthathistoricresourcesandpubliclandscontinuetoactively contributetoenvironmentally,economically,sociallyandculturallysustainable communities. 17 Section5:FurtherReading AcademicArticles DanBeckerandJackWilliams,“ASustainabilityFrameworkfortheLocal ConsiderationofAlternativeorSubstituteMaterials,Pt.II,TheAllianceReview (NationalAllianceofPreservationCommissionsNov./Dec.2009).Availablethrough theNationalAllianceat: http://www.uga.edu/napc/programs/napc/publications.htm SaraC.Bronin,“SolarRights,”89BostonUniversityLawReview1217(2009).Posted at:http://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=449173 SaraC.Bronin,“ModernLights,”80UniversityofColoradoLawReview101(2009). Postedat:http://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=449173 StephenFarneth,“SustainingthePast:GuidelinesForHistoricPreservation Shouldn’tHaveToClashWithLEEDRequirements,SincePreservationAnd SustainabilityShareManySimilarGoals,”GREENSOURCE(Oct.2007).Postedat: http://greensource.construction.com/features/0710mag_current.asp ClarionAssociates,“DiscussionPaperandRecommendedOrdinanceLanguage: SolarEnergySystemsandHistoricPreservationDistrictDesignReviewSaltLake City,Utah,”ClarionAssociates(Mar.2009).Forinformationonthispublication,go to:http://archive.knoxmpc.org/historic/comm/agendas/Nov2009/solar.pdfNCSC HistoricResourcesPolicyPaperOverview.docx KimberlyKooles,“IntegrationofSolarPanelsinHistoricDistricts”ForumJournal, Fall2009.Forinformationonthispublication,goto: http://www.preservationnation.org/forum/ KimberlyKooles,“DevelopingDesignGuidelinesforSolarPanels,”TheAlliance Review(NationalAllianceofPreservationCommissionsSept./Oct.2000).Available throughtheNationalAllianceat: http://www.uga.edu/napc/programs/napc/publications.htm KimberlyKooles,“SolarPanelsinHistoricDistricts,”TheAllianceReview(National AllianceofPreservationCommissionsMar./Apr.2008).Availablethroughthe NationalAllianceat:http://www.uga.edu/napc/programs/napc/publications.htm JenniferKuntz,“AGuidetoSolarPanelInstallationatGrandCentralTerminal: CreatingaPolicyofSustainableRehabilitationinLocalandNationalHistoric PreservationLaw,”10VermontJournalofEnvironmentalLaw316(2009).Postedat http://www.vjel.org/journal/pdf/VJEL10092.pdf NationalTrustforHistoricPreservation,“GreenHomeTips,”PreservationMagazine (Jan./Feb.2008):Postedat http://www.preservationnation.org/magazine/2008/january‐february/green‐ home‐tips.html JennyParker,“IncorporatingSolarPanelsinaRehabilitationProject,”ITSNo.52 (TechnicalPreservationServices,NationalParkService2009).Postedat 18 http://www.nps.gov/tps/standards/applying‐rehabilitation/its‐bulletins/ITS52‐ SolarPanels.pdf SharonPark,“SustainableDesignandHistoricPreservation,”CulturalResources Management(CRM)No.2(NationalParkService1998).Postedat http://crm.cr.nps.gov/archive/21‐2/21‐2‐4.pdf RebeccaRatzloff,“BuildingGreen,OnusorBonus?,”ZoningPractice(American PlanningAssociationApril2005).Postedat: http://www.planning.org/zoningpractice/2005/pdf/apr.pdf DonovanRypkema,“SustainabilityandHistoricPreservation,” http://www.preservation.org/rypkema.htm KennedySmith,“GreeningMainStreetBuildings,”MainStreetNews(NationalTrust MainStreetCenterApril2009).Postedat: http://www.preservationnation.org/main‐street/main‐street‐ news/2009/04/greening‐MS‐buildings.html AndrewStein,“GreeningHistoricD.C.:ChallengesandOpportunitiestoIncorporate HistoricPreservationintotheDistrict’sDriveforSustainableDevelopment,” GeorgetownLawHistoricPreservationPapersSeries(GeorgetownUniversityLaw Center2009).Availableat: http://www.ll.georgetown.edu/histpres/seminarPapers.cfm VandanaSinha,“MountPleasantNeighborhoodInstallsSolarPanels,Washington BusinessJournalSept.3,2009.Postedat: http://washington.bizjournals.com/washington/stories/2009/08/31/daily84.html ThomasonandAssociatesandEOAArchitectsofNashville,Tennessee, “SustainabilityandDesignReviewGuidelinesSourcesandBestPractices,February 2011,”ThomasonandAssociatesandEOAArchitectsofNashville,Tennessee. Availableat: http://www.okc.gov/planning/hp/documents/Report%20on%20Sustainability%2 0and%20Design%20Review%20Guidelines.pdf BooksandReports BritishHeritage,“SmallScaleSolarElectric(Photovoltaic)EnergyandTraditional Buildings,”(2008).Postedat: http://www.climatechangeandyourhome.org.uk/live/content_pdfs/519.pdf PatrickM.Condon,DuncanCavens,andNicoleMiller,UrbanPlanningToolsfor ClimateChangeMitigation,LincolnInstituteofLandPolicy,2009.Postedat: http://www.lincolninst.edu/pubs/1573_Urban‐Planning‐Tools ChrisDuerkson,“SavingtheWorldThroughZoning,”Planning(AmericanPlanning Ass’n2008).Postedat:http://law.du.edu/documents/rmlui/saving‐the‐world‐ through‐zoning.pdf EnglishHeritage,“ConservationPrinciplesfortheSustainableManagementofthe HistoricEnvironment”,2008Postedat:http://www.english‐ 19 heritage.org.uk/professional/advice/conservation‐ principles/ConservationPrinciples/ LivingCities,“GreenCities:HowUrbanSustainabilityEffortsCanandMustDrive America’sClimateChangePolicies,”May2009.Postedat: http://www.greenforall.org/resources/green‐cities‐a‐living‐cities‐report VitaNuovaLLC,“RecommendationsforSustainableDesignandAdaptiveReuse: CommercialStreetHistoricDistrict,”CityofSpringfield,MissouriEnvironmental ProtectionAgencySustainabilityPilot,Mar.20,2009.Postedat: http://www.epa.gov/brownfields/sustain_plts/reports/springfield_fr.pdf NationalParksService,“SecretaryoftheInterior’sStandardsforRehabilitationand IllustratedGuidelinesonSustainabilityforRehabilitatingHistoricBuildings,”2011. Availableat:http://www.nps.gov/tps/standards/rehabilitation/sustainability‐ guidelines.pdf NationalRenewableEnergyLaboratoryandNationalTrustforHistoric Preservation,“ImplementingSolarPVProjectsonHistoricBuildingsandinHistoric Districts(TechnicalReportNREL/TR‐7A40‐51297),”NationalRenewableEnergy LaboratorySept.2011.Availableat:http://www.nrel.gov/docs/fy11osti/51297.pdf NationalTrustMainStreetCenter,“HowGreenisYourMainStreet?”MainStreet News(Apr.2009).Postedat:http://www.preservationnation.org/main‐ street/main‐street‐news/2009/04/how‐green‐is‐main.html BairdM.Smith,“ConservingEnergyinHistoricBuildings,”PreservationBriefNo.3, NationalParkService,1978.Postedat: http://www.nps.gov/history/hps/TPS/briefs/brief03.htm WholeBuildingDesignGuideHistoricPreservationSubcommittee.“Sustainable HistoricPreservation,”Postedat: http://www.wbdg.org/resources/sustainable_hp.php NoréV.Winter.“DevelopingSustainabilityGuidelinesforHistoricDistricts.” PreservationBook,NationalTrustforHistoricPreservation,2011.Postedat: http://www.preservationnation.org/preservationbooks/ GreenGuidelines BayfieldWisconsin,“SustainabilityinBayfieldfromaHistoricPreservation Perspective”(August2008)Postedat: http://www.cityofbayfield.com/Green%20Historic%20Preservation%20Aug%202 008.pdf Boulder,Colorado,“GreenBuildingandGreenPointsGuideBooklet”(May2009). Postedat: http://www.bouldercolorado.gov/index.php?option=com_content&task=view&id= 208&Itemid=489#FORMS Boulder,Colorado,“MakingYourHistoricBuildingEnergyEfficient”(brochure). Postedat: 20 http://www.bouldercolorado.gov/files/PDS/historicpres/HistoricPreservationBroc hure_web.pdf “IowaGreenStreetsCriteria.”2012.Postedat: http://www.iowaeconomicdevelopment.com/community/downloads/green2012/I owaGreenStreetsCriteria2012.pdf Nantucket,Massachusetts,“SustainablePreservation:AnaddendumtoBuilding withNantucketinMind”,(July,2010)http://www.sustainablenantucket.org/wp‐ content/uploads/2010/07/Sustainable‐Preservation‐Final.pdf NewHampshirePreservationAlliance,“GreenGuidelines:PromotingEnvironmental andEconomicSustainabilityThroughHistoricPreservation,”[ForStatePolicy Makers],Oct.2008.Postedat: http://www.preservationnation.org/forum/statewide‐local‐partners/the‐richard‐ and‐julia‐moe‐fund/past‐projects/greenguidelineslocal2009.pdf Pasadena,California.“DesignGuidelinesforHistoricDistrictsinPasadena, California”.Availableat: http://www.ci.pasadena.ca.us/Planning/Design_Guidelines/ Portland,Oregon.“SolarandYourHistoricHome”(website).Availableat: http://www.portlandonline.com/bps/index.cfm?a=324757&c=43478 Portland,Oregon.“Chapter33.218CommunityDesignStandards”,Sept.2011. Postedat:http://www.portlandonline.com/bds/index.cfm?a=53305 Portland,Oregon.“Chapter33.445HistoricResourceProtectionOverlayZone”,Sept. 2011.Postedat: http://www.portlandonline.com/bps/index.cfm?a=53352&c=34562 “SantaBarbaraSolarEnergySystemDesignGuidelinesandSolarRecognition Program.”Postedat:http://www.santabarbaraca.gov/NR/rdonlyres/BFD34004‐ 668E‐4238‐B7AB‐ DE8C2F05C648/0/Exhibit_B_Passive_Solar_Guidelines_Recognition_Program.pdf SaltLakeCity,“HistoricPreservationPlan(Draft),SupportaSustainableCity,”(p. 74).Postedat: http://www.slcclassic.com/ced/planning/pages/HistoricPresMP.htm WabashValleyTrustforHistoricPreservation,“TheResourceGuide:Design GuidelinesforLafayetteHistoricDistrict,Ch.6–GreenPreservationPractices, ArchitecturalFeatures,ElementsandStyle.”Postedat: http://www.wabashvalleytrust.org/guide.html Washington,D.C.,“EnergyConservationinHistoricBuildings,”DistrictofColumbia HistoricPreservationGuidelines.” http://planning.dc.gov/DC/Planning/Historic+Preservation/Maps+and+Informatio n/Policies+and+Procedures/Design+Guidelines/Energy+Conservation+for+Historic +Buildingshttp://planning.dc.gov/planning/frames.asp?doc=/planning/lib/plannin g/preservation/design_guides/energy_conservation.pdf 21 On‐lineResources AmericanPlanningAssociation:http://www.planning.org/ Austin’sGreenBuildingProgram:http://www.austinenergy.com California.gov(IntegratedWasteManagementBoard):Sustainable(Green)Building Remodel,Renovate,andUpgradeGreen: http://www.calrecycle.ca.gov/GREENBUILDING/Residential/Remodel/default.htm ConsortiumforEnergyEfficiency:http://www.cee1.org/ DatabaseofStateIncentivesforRenewablesandEfficiency:http://www.dsireusa.org DepartmentofEnergy,EnergyEfficiencyandRenewableEnergy: http://www.eere.energy.gov/.Seealso,NationalRenewableEnergyLaboratory: http://www.nrel.gov/ EnvironmentalProtectionAgency,GreenBuilding: http://www.epa.gov/greenbuilding/index.htm GreenBuildingFinanceConsortium:http://www.greenbuildingfc.com/ GreenCommunities:http://www.greencommunitiesonline.org/about/ GreenRecommendationsforHistoricRehabilitationandUrbanInfillNationalInstituteof BuildingSciences,WholeBuildingDesignGuideHistoricPreservationSubcommittee: http://www.wbdg.org/resources/sustainable_hp.php NationalParkService:http://www.nps.gov/history/index.htm NationalTrustforHistoricPreservation: http://www.preservationnation.org/issues/sustainability/ SmartGrowthAmerica:http://www.smartgrowthamerica.org/ SustainableBuildingsIndustryCouncil:http://www.sbicouncil.org/ U.S.GreenBuildingCouncil:http://www.usgbc.org/ 22 APPENDICES I. STATESOLARACCESSLAWS STATE California Connecticut 23 CITATION SUMMARY Cal.Civ.§ Prohibitslocalgovernmentsfromrestrictingsolar 714,etseq.; energysystemsbasedonaestheticsandprecludes Healthand receiptofstategrants/loansforsolarenergysystemsif Safety§ unreasonablerestrictionsareplacedonsolarenergy 17959.1; systems—includingsignificantincreasesincostof Government system,significantdecreasesinefficiencyorspecified Code§ performance,orfailuretoallowalternativesystemsat 65850.5 comparablecost,efficiency,andenergyconservation benefits.Alsolimitslocalgovernmentreviewtopublic healthandsafetyandrequiresuseofnon‐discretionary reviewprocess. Cal.Pub.Res. Prohibitspropertyownerfromallowingtree/shrubto Code§ castshadowgreaterthan10%ofcollectorabsorption 25980‐ areauponsolarcollectionsurfacebetween10a.m.and2 25986 p.m.oncesystemisinstalled;exemptstreessubjectto localordinance. Conn.Gen. “Noapplicationforacertificateofappropriatenessfor Stat.§7‐147f anexteriorarchitecturalfeature,suchasasolarenergy system,designedfortheutilizationofrenewable resourcesshallbedeniedunlessthecommissionfinds thatthefeaturecannotbeinstalledwithoutsubstantially impairingthehistoriccharacterandappearanceofthe district.Acertificateofappropriatenessforsucha featuremayincludestipulationsrequiringdesign modificationsandlimitationsonthelocationofthe featurewhichdonotsignificantlyimpairits effectiveness.Inpassinguponappropriatenessasto parking,thecommissionshalltakeintoconsideration thesizeofsuchparkingarea,thevisibilityofcarsparked therein,theclosenessofsuchareatoadjacentbuildings andothersimilarfactors.” Conn.Gen. Authorizesmunicipalitiestoadoptregulationsthat Stat.§8‐2;§ encouragetheuseofsolarandotherrenewableformsof 8‐23,§8‐35a energyandenergyconservationandprovideincentives fordeveloperswhousepassivesolarenergytechniques inplanningaresidentialsubdivisiondevelopment. Requiresmunicipalitiestoprepareconservationand developmentplanthatincludessolarenergyobjective andrequiresthatsubdivisionregulationsencourageuse ofpassivesolarenergysystems.Alsoencourages regionalplanningagenciestoincludeuseofsolarenergy inplans. Florida Fla.Laws§ Forbidsprohibitionsonsolarandotherenergydevices 163.04 bylocalordinance. Indiana Ind.Code§ Prohibitsadoptionofordinancesthatbanor 36‐7‐2‐8 unreasonablyrestrictuseofsolarenergysystemsby significantincreasesincostofsystem,significant decreasesinefficiencyorspecifiedperformance,or failuretoallowalternativesystemsatcomparablecost, efficiency,andenergyconservationbenefits. Maine 33MRSAc. Municipalities,homeownersassociationandothersmay 28‐A§§ notprohibittheinstallationanduseofsolarenergy 1421‐1424 devicesexceptwhennecessaryto,amongotherthings, protect“historicoraestheticvalues,whenanalternative ofreasonablecomparablecostandconvenienceis available.” Massachusetts Mass.Gen.L. Authorizesmunicipalitiestoadoptrulesencouragingthe ch.40a§9B; useofsolarenergysystemsandprovidingforsolar ch.41§81Q access. Minnesota Minn.Stat.§ Authorizestheregulationofaccesstosolarlightfor 462.357;§ solarenergysystemsandallowsforvariancesbasedon 473.859.2(b) lackofsolaraccess;landuseplanmustcontainelement forprotectionanddevelopmentofaccesstosolarlight. Missouri Mo.Rev.Stat. Establishesuseofsolarenergyaspropertyright(but §442‐012.1 prohibitsuseofeminentdomain). Nebraska Neb.Rev. Authorizeslocalgovernmentstoadoptzoninglawsand Stat.§§66‐ plansthatencourageaccesstosolarenergyandtogrant 913—914 variancestofacilitatesuchaccess. Nevada Nev.Stat.§ Localgovernmentsmaynotenactordinances,plans,or 278.0208 otherrestrictionsthatprohibitorunreasonablyrestrict solarenergysystemsbysignificantlydecreasing efficiencyorperformanceofsystemandbynotallowing useofalternativesystematcomparablecostandwith comparableefficiencyandperformance. NewJersey N.J.S.A. Excludessolarpanelsfromthecalculationofimpervious C.40:27‐6.6& coverage.Alsoidentifiessolarpanelsasan“inherently C.40:55D‐4 beneficialuse”ingrantingusevariances. NewMexico N.M.Stat.§ Declaresrighttousesolarenergyaspropertyright 47‐3‐1,et whichisenforceableagainstanypersonblockingaccess seq. tolightoncesolarcollectorisinstalled. 24 N.M.Stat.§3‐ 18‐32 N.Y.General CityLaw§20 (Consol.) Prohibitscountyormunicipalityfromrestrictingthe installationofsolarcollectorsexceptinhistoricdistricts. NewYork Enablescitiestoregulatesolarenergysystemsandsolar accessprovidedthat,amongotherthings,regulations aremadewith“reasonableregardtothecharacterof buildings.” NorthCarolina N.C.Gen.Stat. Prohibitslocalgovernmentsfromadoptinglawsthat §160A‐201; restrictsolarenergysystemsonresidentialproperty §22B‐20;§ exceptifvisiblefromthegroundand“installed(1)on 160A‐ thefaçadeofastructurethatfacesareasopento 400.4(d) commonorpublicaccess;(2)onaroofsurfacethat (governing slopesdownwardtowardthesameareasopento historic commonorpublicaccessthatthefacadeofthestructure districts) faces;or(3)withintheareasetoffbyalinerunning acrossthefacadeofthestructureextendingtothe propertyboundariesoneithersideofthefacade,and thoseareasofcommonorpublicaccessfacedbythe structure.”Attorneys’feesawardedtoprevailingparties. Alsomakesvoidandunenforceablecovenants/deed restrictionsprohibitingsolaraccesssystemsonsingle familyhomesbutallowsrestrictionsonsolarcollectors asabove.ProvisionsunderN.C.Gen.Stat.§160A‐201 madeapplicabletohistoricdistrictsbutlocal jurisdictionsauthorizedtoregulatethelocationor screeningofsolarcollectors”by“requiringtheuseof plantingsorothermeasurestoensurethattheuseof solarcollectorsisnotincongruouswiththespecial characterofthedistrict.” Oregon Or.Rev.Stat. Makesprovisionsincovenants,deeds,andother §§105.880— conveyanceinstrumentsthatprohibitsolarenergy 105.895 systemsvoidandunenforceable. Or.Rev.Stat. Authorizescountyandcitygovernmentstoenact §§215.044— ordinancesthatprovideandprotectsolaraccessby 215.047&§§ considerationoffactorssuchastheorientationoflots, 227.190— sitingandheightofneighboringbuildings,thetypeand 227.195 placementoftrees,andsoforth.Comprehensiveplans mustbeconsistentwithordinance,ifadopted. RhodeIsland R.I.Pub. Requireszoningordinancestoaddresssolaraccess. Laws§45‐ 24‐ 33(a)(4)(iv) Utah UtahCode§ Authorizeslanduseauthoritiestorefusetoapprove 10‐92‐610 plats,subdivisions,andsoforthforpropertiesthat 25 Vermont Wisconsin prohibitorhavetheeffectofprohibitingreasonably sitedsolarenergydevices. Vt.Stat.tit. Municipalitiesmaynotprohibitsolarandother 24§§2291 renewableenergydevicesorenactlawsthathavethe and4413(g) effectofprohibitingsuchdevicesexceptonpatiorailings incondominiums,cooperatives,andapartments. Wis.Stat.§ Prohibitslocalgovernmentsfromrestricting 6604.01;§ directly/indirectlyinstallationoruseofsolarenergy 844.22 systemsunlessrestrictions(a)servepublic health/safety;(b)donotsignificantlyincreasecostof systemordecreaseefficiency;or(c)allowforalternative systemofcomparablecostandefficiency.Local governmentmayadoptlawsrequiringtrimmingof vegetationblockingsolarenergy.Structures/vegetation blockingsolarenergyaccessarealsodeemedtobe “privatenuisances,”therebyenablinglawsuitstocompel removalofsuchstructures/vegetation. Wis.Stat.§ Authorizescompensation/damagesagainstproperty 700.41 ownersobstructingaccesstosolarcollection. 26 II. STATESTATUTORYPROVISIONSADDRESSINGHISTORICPRESERVATION DELAWARE 25Del.C.§318 §318.Restrictivecovenants (a)Asusedinthissection,"roof"or"roofs"means: (1)Aroofofasinglefamilydwellingunitwhichissolelyownedbyaperson, persons,trustorentityandwhichisnotdesignatedasacommonelementorcommon propertyinthegoverningdocumentsofanassociation;and (2)Aroofofatownhousedwellingunit,whichforthepurposesofthissection meansanysingle‐familydwellingunitconstructedwithattachedwallstoanothersuchunit onatleast1side,whichunitextendsfromthefoundationtotheroof,andhasatleast2 sideswhichareunattachedtoanyotherbuilding,andtherepairoftheroofforthe townhousedwellingunitisdesignatedastheresponsibilityoftheownerandnotthe associationinthegoverningdocuments. (b)Nocovenant,restriction,orconditioncontainedinadeed,contractorotherlegal instrumentwhichaffectsthetransfer,saleoranyotherinterestinrealpropertythat prohibitsorunreasonablyrestrictstheownerofthepropertyfromusingaroofmounted systemforobtainingsolarenergyonthatowner'spropertyshallbeallowedinanydeed contractorlegalinstrumentrecordedafterJanuary1,2010. (c)Thissectionshallnotamend,nullify,oraffecttheenforceabilityofanycovenant, restriction,orconditioncontainedinadeed,declaration,contractorotherlegalinstrument concerninglandownedbyamaintenancecorporationorhomeowner'sassociation. (d)Thissectionshallnotamend,nullify,oraffecttheenforceabilityofany conservationeasementorhistoricpreservationcovenant. (e)Anycovenants,restrictions,orconditionscontainedinadeedordeclaration, includingadeclarationundertheUnitPropertyAct[§2201etseq.ofthistitle],for residentialpropertywhichdoesnotexplicitlyincludeamechanismtoamendthe document,mayhereafterbeamendedbyavoterequiringtheaffirmativevoteof2/3ofthe propertyowners.Covenants,restrictions,orconditionscontainedinadeedordeclaration, includingadeclarationundertheUnitPropertyAct[§2201etseq.ofthistitle],for residentialpropertythatprohibitorrestricttheinstallationofrooftoporground‐mounted solarsystemsmaybeamendedtoalloworpromoteinstallationofrooftoporground‐ mountedsolarsystemsbyanaffirmativevoteof2/3ofthepropertyowners. (f)Nocovenant,restriction,orconditioncontainedinadeed,contract,orotherlegal instrumentwhichaffectsthetransfer,sale,oranyotherinterestinrealproperty,whichis zonedforresidentialuseandthelotorlotsare1/2ofanacreorgreaterinsize,that prohibitsorunreasonablyrestrictstheownerofthepropertyfrominstallingorusinga groundmountedsystemforobtainingsolarenergyonthatowner'spropertyshallbe allowedinanydeed,contractorotherlegalinstrument.Acovenant,restriction,or conditionwhichrequiresthatfencing,landscaping,orotherappropriatemeansbeusedto 27 shieldthesystemfromview,sothatitisnotreadilyvisiblefromadjacentstreetsshallbe deemedtobeareasonablerestriction. CONNECTICUT Conn.Gen.Stat.§7‐147f Sec.7‐147f.Considerationsindeterminingappropriateness.Solarenergysystems. (a)Ifthecommissiondeterminesthattheproposederection,alterationorparkingwillbe appropriate,itshallissueacertificateofappropriateness.Inpassingonappropriatenessas toexteriorarchitecturalfeatures,buildingsorstructures,thecommissionshallconsider,in additiontootherpertinentfactors,thetypeandstyleofexteriorwindows,doors,light fixtures,signs,above‐groundutilitystructures,mechanicalappurtenancesandthetypeand textureofbuildingmaterials.Inpassinguponappropriatenessastoexteriorarchitectural featuresthecommissionshallalsoconsider,inadditiontoanyotherpertinentfactors,the historicalandarchitecturalvalueandsignificance,architecturalstyle,scale,generaldesign, arrangement,textureandmaterialofthearchitecturalfeaturesinvolvedandthe relationshipthereoftotheexteriorarchitecturalstyleandpertinentfeaturesofother buildingsandstructuresintheimmediateneighborhood.Noapplicationforacertificateof appropriatenessforanexteriorarchitecturalfeature,suchasasolarenergysystem, designedfortheutilizationofrenewableresourcesshallbedeniedunlessthecommission findsthatthefeaturecannotbeinstalledwithoutsubstantiallyimpairingthehistoric characterandappearanceofthedistrict.Acertificateofappropriatenessforsuchafeature mayincludestipulationsrequiringdesignmodificationsandlimitationsonthelocationof thefeaturewhichdonotsignificantlyimpairitseffectiveness.Inpassingupon appropriatenessastoparking,thecommissionshalltakeintoconsiderationthesizeofsuch parkingarea,thevisibilityofcarsparkedtherein,theclosenessofsuchareatoadjacent buildingsandothersimilarfactors. LOUISIANA LAR.S.9:1255 §1255.Solarcollectors;rightofuse A.ForpurposesofthisSection,"solarcollector"meansanydeviceorcombinationof elementswhichreliesonsunlightasanenergysource. B.Nopersonorentityshallunreasonablyrestricttherightofapropertyownertoinstallor useasolarcollector. C.TheprovisionsofthisSectionshallnotsupersedezoningrestrictions,servitudesas providedbyCivilCodeArticle697etseq.,orbuildingrestrictions,asprovidedbyCivilCode Article775etseq.,whichrequireapprovalpriortotheinstallationoruseofsolar collectors. D.TheprovisionsofthisSectionshallnotapplytopropertyorareaswhichhavebeen identifiedashistoricdistricts,historicalpreservationsorlandmarksbyanyhistoric 28 preservationdistrictcommission,landmarkscommission,ortheplanningorzoning commissionofagoverningauthority. MAINE 33MRSAc.28‐A CHAPTER28‐ASOLARRIGHTS §1421.Definitions Asusedinthischapter,unlessthecontextotherwiseindicates,thefollowingtermshave thefollowingmeanings. 1.Legalinstrument."Legalinstrument"includes: A.Municipalordinances,bylawsorregulationsthatdirectlyregulatetheinstallationor useofsolarenergydevicesonresidentialproperty; B.Rules,bylawsorregulationsofanassociationofpropertyowners,includingbutnot limitedtoahomeownersassociation,unitownersassociationorcondominiumowners association;and C.Deedrestrictions,restrictivecovenants,declarations,contractsorsimilarbinding agreements. 2.Residentialproperty."Residentialproperty"meansrealpropertylocatedinthisState thatisusedforresidentialdwellingpurposes. 3.Solarclothes‐dryingdevice."Solarclothes‐dryingdevice"meansaclothesline,drying rackorotherequipmentusedforsolardryingofclothing. 4.Solarcollector."Solarcollector"meansadevice,structureorpartofadeviceorstructure thatisdesignedandusedtotransformsolarenergyintothermal,chemicalorelectrical energytomeetthewaterheating,spaceheating,spacecoolingorelectricitygeneration requirementsofoneresidentialdwelling. 5.Solarenergydevice."Solarenergydevice"meansasolarcollectororsolarclothes‐drying device. §1422.Policy ItisthepolicyoftheStatetopromotetheuseofsolarenergyandtoavoidunnecessary obstaclestotheuseofsolarenergydevices. §1423.Useandinstallationofsolarenergydevices 1.Application.Thissectionappliestoalegalinstrumentadoptedorcreatedafter September30,2009thatdefinesorlimitstherightsorprivilegesofownersorrenters withrespecttotheuseofresidentialproperty. 2.Righttoinstallandusesolarenergydevices.Exceptasprovidedinsubsections3and4,a legalinstrumentsubjecttothissectionmaynotprohibitapersonfrominstallingor using: A.Asolarenergydeviceonresidentialpropertyownedbythatperson;or 29 B.Asolarclothes‐dryingdeviceonresidentialpropertyleasedorrentedbythatperson. 3.Exception.Alegalinstrumentsubjecttothissectionmayprohibittheinstallationanduse ofsolarenergydevicesonresidentialpropertyincommonownershipwith3rdparties orcommonelementsofacondominium. 4.Reasonablerestrictions.Alegalinstrumentsubjecttothissectionmayinclude reasonablerestrictionsontheinstallationanduseofasolarenergydevice.Forthe purposesofthissection,areasonablerestrictionisanyrestrictionthatisnecessaryto protect: A.Publichealthandsafety,includingbutnotlimitedtoensuringsafeaccesstoand rapidevacuationofbuildings; B.Buildingsfromdamage; C.Historicoraestheticvalues,whenanalternativeofreasonablycomparablecostand convenienceisavailable;or D.ShorelandsundershorelandzoningprovisionspursuanttoTitle38,chapter3, subchapter1,article2‐B. §1424.Limitation Thischapterdoesnotsupersedeanyexistingauthorityofanyentitytoadoptandenforce anylaws,rulesorregulationsonanymatterotherthantheinstallationanduseofsolar energydevicesonresidentialproperty. MARYLAND MDCode:RealProperty§2‐119 §2–119. (a)(1)Inthissectionthefollowingwordshavethemeaningsindicated. (2)“Restrictiononuse”includesanycovenant,restriction,orconditioncontainedin: (i)Adeed; (ii)Adeclaration; (iii)Acontract; (iv)Thebylawsorrulesofacondominiumorhomeownersassociation; (v)Asecurityinstrument;or (vi)Anyotherinstrumentaffecting: 1.Thetransferorsaleofrealproperty;or 2.Anyotherinterestinrealproperty. (3)“Solar collector system” means a solar collector or other solar energy device, the primarypurposeofwhichistoprovideforthecollection,storage,anddistributionofsolar energyforelectricitygeneration,spaceheating,spacecooling,orwaterheating. (4)“Solareasement”meansaninterestinlandthat: (i)Isconveyedorassignedinperpetuity;and (ii)Limitstheuseofthelandtopreservethereceiptofsunlightacrossthelandfor theuseofapropertyowner’ssolarcollectorsystem. 30 (b)(1) A restriction on use regarding land use may not impose or act to impose unreasonable limitations on the installation of a solar collector system on the roof or exteriorwallsofimprovements,providedthatthepropertyownerownsorhastherightto exclusiveuseoftherooforexteriorwalls. (2)Forpurposesofparagraph(1)ofthissubsection,anunreasonablelimitationincludesa limitationthat: (i)Significantlyincreasesthecostofthesolarcollectorsystem;or (ii)Significantlydecreasestheefficiencyofthesolarcollectorsystem. (c)(1)A property owner who has installed or intends to install a solar collector system maynegotiatetoobtainasolareasementinwriting. (2)Anywritteninstrumentcreatingasolareasementshallinclude: (i)Adescriptionofthedimensionsofthesolareasementexpressedinmeasurable terms,includingverticalorhorizontalanglesmeasuredindegreesorthehoursoftheday on specified dates when direct sunlight to a specified surface of a solar collector system maynotbeobstructed; (ii)Therestrictionsplacedonvegetation,structures,andotherobjectsthatwould impairthepassageofsunlightthroughthesolareasement;and (iii)Thetermsunderwhichthesolareasementmayberevisedorterminated. (3)Awritteninstrumentcreatingasolareasementshallberecordedinthelandrecords ofthecountywherethepropertyislocated. (d)Thissectiondoesnotapplytoarestrictiononuseonhistoricpropertythatislistedin, ordeterminedbytheDirectoroftheMarylandHistoricalTrusttobeeligibleforinclusion in,theMarylandRegisterofHistoricProperties. NEWMEXICO N.M.Stat.§3‐18‐32 3‐18‐32.Limitationofcountyandmunicipalrestrictionsonsolarcollectors. A.Acountyormunicipalityshallnotrestricttheinstallationofasolarcollectorasdefined pursuanttotheSolarRightsAct[47‐3‐1NMSA1978],exceptthatplacementofsolar collectorsinhistoricdistrictsmayberegulatedorrestrictedbyacountyormunicipality. B.Acovenant,restrictionorconditioncontainedinadeed,contract,securityagreementor otherinstrument,effectiveafterJuly1,1978,affectingthetransfer,saleoruseof,oran interestin,realpropertythateffectivelyprohibitstheinstallationoruseofasolarcollector isvoidandunenforceable. NORTHCAROLINA N.C.Gen.Stat.§160A‐400.4(d)andN.C.Gen.Stat.§160A‐201 §160A‐400.4.Designationofhistoricdistricts. (d)TheprovisionsofG.S.160A‐201applytozoningorotherordinancespertainingto historicdistricts,andtheauthorityunderG.S.160A‐201(b)fortheordinancetoregulate 31 thelocationorscreeningofsolarcollectorsmayencompassrequiringtheuseofplantings orothermeasurestoensurethattheuseofsolarcollectorsisnotincongruouswiththe specialcharacterofthedistrict. §160A‐201(b).Limitationsonregulatingsolarcollectors. (a)Exceptasprovidedinsubsection(c)ofthissection,nocityordinanceshallprohibit,or havetheeffectofprohibiting,theinstallationofasolarcollectorthatgatherssolar radiationasasubstitutefortraditionalenergyforwaterheating,activespaceheatingand cooling,passiveheating,orgeneratingelectricityforresidentialproperty,andnoperson shallbedeniedpermissionbyacitytoinstallasolarcollectorthatgatherssolarradiation asasubstitutefortraditionalenergyforwaterheating,activespaceheatingandcooling, passiveheating,orgeneratingelectricityforresidentialproperty.Asusedinthissection, theterm"residentialproperty"meanspropertywherethepredominantuseisfor residentialpurposes. (b)Thissectiondoesnotprohibitanordinanceregulatingthelocationorscreeningofsolar collectorsasdescribedinsubsection(a)ofthissection,providedtheordinancedoesnot havetheeffectofpreventingthereasonableuseofasolarcollectorforresidentialproperty. (c)Thissectiondoesnotprohibitanordinancethatwouldprohibitthelocationofsolar collectorsasdescribedinsubsection(a)ofthissectionthatarevisiblebyapersononthe ground: (1)Onthefacadeofastructurethatfacesareasopentocommonorpublicaccess; (2)Onaroofsurfacethatslopesdownwardtowardthesameareasopentocommonor publicaccessthatthefacadeofthestructurefaces;or (3)Withintheareasetoffbyalinerunningacrossthefacadeofthestructureextending tothepropertyboundariesoneithersideofthefacade,andthoseareasofcommon orpublicaccessfacedbythestructure. (d)Inanycivilactionarisingunderthissection,thecourtmayawardcostsandreasonable attorneys'feestotheprevailingparty. WESTVIRGINIA W.Va.Code§36‐4‐19 §36‐4‐19.Solarenergycovenantsunenforceable;penalty. (a)Itisthepolicyofthestatetopromoteandencouragetheresidentialandcommercial useofsolarenergysystemsandtoremoveobstaclestheretotopromoteenergyefficiency andpollutionreduction.Therefore,anycovenant,restriction,orconditioncontainedinany governingdocumentofahousingassociationexecutedorrecordedaftertheeffectivedate ofthissectionthateffectivelyprohibitsorrestrictstheinstallationoruseofasolarenergy systemisvoidandunenforceable:Provided,Thatahousingassociationmay,byvoteofits members,establishorremovearestrictionthatprohibitsorrestrictstheinstallationoruse ofasolarenergysystem.(b)Forthepurposesofthissection:(1)“Solarenergysystem” means a system affixed to a building or buildings that uses solar devices, which are 32 thermallyisolatedfromlivingspaceoranyotherareawheretheenergyisused,toprovide forthecollection,storage,ordistributionofsolarenergy;and(2)“reasonablerestriction” means those restrictions that do not effectually result in a prohibition of their use by eliminating the system’s energy conservation benefits or economic practicality.(c) This section does not apply to provisions that impose reasonable restrictions on solar energy systems including restrictions for historical preservation, architectural significance, religiousorculturalimportancetoagivencommunity.Nothinginthissectionprecludesthe regulationofsolarenergysystemsbystateandlocalauthoritieswhichmayestablishland use, health and safety standards. Nothing in this section precludes housing associations from restricting or limiting the installation of solar energy systems installed in common areasandcommonstructures. III. SOLARPANELPRESERVATIONGUIDELINEEXAMPLES PASADENA,CALIFORNIA DESIGNGUIDELINESFORHISTORICDISTRICTSINTHECITYOFPASADENA, CALIFORNIA 7.22Minimizethevisualimpactsofskylightsandotherrooftopdevices. •Locatingaskylightorasolarpanelonafrontroofplaneshouldbeavoided. •Skylightsandsolarpanelsshouldnotbeinstalledinamannerthatwillinterruptthe planeofthehistoricroof.Theyshouldbelowerthantheridgeline. •Flatskylightsthatareflushwiththeroofplanemaybeconsideredontherearandsides oftheroof. 10.38Solardevicesshouldnotblockviewsorbeplacedwheretheyarevisiblefrom thepublicright‐of‐way. •Ifattachedtothebuilding,solardevicesshouldlayflushwiththeroofline. •Ifnotattachedtothebuilding,collectorsshouldbelocatedonlyinthesideandrearyards. Exposedhardware,framesandpipingshouldhaveanon‐reflectivefinish. •Collectorsnotattachedtothebuildingshouldbescreenedbylandscaping. BOULDER,COLORADO GENERALDESIGNGUIDELINESFORBOULDER'SHISTORICDISTRICTSAND INDIVIDUALLANDMARKS 3.1Roofs,Skylights,andSolarPanels 33 .4 Minimizethevisualimpactofsolarcollectors. Theuseofenergy‐efficientandenergy‐conservingmaterialsisencouraged,butthey shouldnotcompromisethehistoricintegrityofthebuilding. Solarcollectorsshouldnotaltertheexistingprofileoftheroofnorbehighlyvisible, particularlyfromthefrontofthehouse.Theyshouldbemountedflushonrear‐ facingroofs,orplacedonthegroundinaninconspicuouslocation. 8.2EnergyEfficiency .4 Itisnotappropriatetoinstallsolarcollectorsinlocationsthatcompromiseprominent roofs.Theinstallationofsolarcollectorsmaybeappropriateprovideditdoesnot detractfromthehistoriccharacteroftheproperty,landmarkorhistoricdistrict. 8.3MechanicalandUtilityFacilities .4 Itisnotappropriatetoinstallventilators,antennas,skylights,satellitedishesorother mechanicalequipmentinlocationsthatcompromisecharacter‐definingroofs,oron roofslopesthatareprominentlyvisiblefromthestreet. BRECKENRIDGE,COLORADO SolarPanelPolicy SolarPanelsandSolarDevices (1) WithintheConservationDistrict:ThepreservationofthecharacteroftheConservation DistrictandthehistoricstructuresandsiteswithintheConservationDistrictareofthe utmostimportance.TheTownencouragestheinstallationofsolarpanelsandsolardevices asanalternativeenergysource.However,theremaybeinstanceswheresolarpanelsor solardevicesarenotappropriateonaparticularbuildingorsiteifsuchadeviceis determinedtobedetrimentaltothecharacteroftheConservationDistrict. (2) WithintheConservationDistrict,nosolardevicesshallbeinstalledonastructureor sitewithoutfirstobtainingaClassCminordevelopmentpermit.Solarpanelsandsolar devicesareencouragedtobeinstalledonanon‐historicbuildingorbuildingadditionand integratedintothebuildingdesign.ToensurethatthecharacteroftheConservation Districtanditshistoricstructuresandsitesareprotected,anapplicationforadevelopment permittoinstallasolarpanelorsolardevicewithintheConservationDistrictwillbe reviewedunderthefollowingrequirements: (a)Solarpanelsorothersolardevicesonroofsshallbeplacedonanon‐characterdefining rooflineofanon‐primaryelevation(notreadilyvisiblefrompublicstreets).Solarpanels andsolardevicesshallbesetbackfromtheedgeofaflatrooftominimizevisibilityandmay 34 besetatapitchandelevatedifnothighlyvisiblefrompublicstreets.Onallotherroof types,solarpanelsandsolardevicesshallbelocatedsoasnottoalterahistoricrooflineor characterdefiningfeaturessuchasdormersorchimneys.Allsolarpanelsandsolardevices shallrunparalleltheoriginalrooflineandshallnotexceednineinches(9”)abovethe roofline. ApplicationsfornewstructureswithintheConservationDistrictareencouragedtoinclude buildingintegratedsolarpanelsandothersolardevicesintotheinitialdesign,includinga similarroofcolor,ratherthanasalateraddition.Solarpanelsandsolardeviceswhich contrastwiththecoloroftheroofofneworhistoricstructuresareinappropriateiffound tobedetrimentaltothecharacteroftheConservationDistrict. (b)Detachedarraysofsolarpanelsandsolardevicesatahistoricsitemaybelocatedinthe rearorsideyardifthearraysarenothighlyvisiblefromthepublicstreetsanddonot detractfromothermajorcharacterdefiningaspectsofthesite.Thelocationofdetached solararraysshallalsoconsidervisibilityfromadjacentproperties,whichshallbereduced totheextentpossiblewhilestillmaintainingsolaraccess. (c)Characterdefiningelementssuchashistoricwindows,walls,sidingorshutters,which facepublicstreetsorcontributetothecharacterofthebuilding,shallnotbealteredorin connectionwiththeinstallationofsolarpanelsorsolardevices.Solardevicesinnon‐ historicwindows,walls,sidingorshutterswhichdonotfacepublicstreetsareencouraged. (2)OutsidetheConservationDistrict:TheTownencouragestheinstallationofsolarpanels andsolardevicesonstructuresorsiteslocatedoutsidetheConservationDistrictasan alternativeenergysource.Thefollowingregulationsshallapplytotheinstallationofsolar panelsorsolardevicesoutsidetheConservationDistrict: (a)Nosolarpanelorsolardevicesshallbeinstalledonastructureorsitewithoutfirst obtainingaClassDdevelopmentpermit.Thedirectorshallhavetherighttoreclassifyan applicationasaClassCminorapplication,andtorequirereviewbythePlanning Commission,ifhefeelsthepurposeofthiscodewouldbebestservedbythe reclassification.Reclassificationshallbedonepursuanttothedefinitionof“Classification” inSection9‐1‐5ofthischapter. (b)Solarpanelsandsolardevicesshallruncloselyparalleltotherooflineandshallnot exceednineinches(9”)abovetheroofline.Newstructuresareencouragedtoinclude buildingintegratedsolarpanelsandsolardevicesintotheinitialdesign,ratherthanasa lateraddition. (c)Detachedarraysofsolarpanelsandsolardevicesmaybelocatedintherearorside yardifnothighlyvisiblefromthepublicstreets.Thelocationofdetachedsolararraysshall alsoconsidervisibilityfromadjacentproperties,whichshallbereducedtotheextent 35 possiblewhilestillmaintainingsolaraccess.Detachedsolararrayswhichservethe residenceonthesitemaybelocatedoutsideofthebuildingordisturbanceenvelopeifno significantexistingvegetationmustberemovedfortheinstallationandanadequatebuffer isprovidedtoadjacentproperties.(Ord.26,Series2008) EUREKASPRINGS,ARKANSAS SolarandOtherEnergyConservationEquipment Contemporaryenergyconservationequipmentadditionshavenovisualhistoriccounterpart andmakeastrongimpactonexistingbuildings.Bothgoalsofhistoricpreservationand energyconservationareimportant,andcaremustbetakenthatoneisnotachievedatthe expenseoftheother.Beforeinstallingalarge,publicallyvisibleenergyretrofit,ownersshould firstimprovethebuilding’senergyefficiency.Itismuchlessexpensivetoreduceheating, coolingandlightingdemandthanitistosatisfythatdemandwithahigh‐techsolarenergy system.TheEurekaSpringsHistoricDistrictCommissionwillusetheUSDepartmentofthe Interior GuidelinesforRehabilitationHistoricBuildings:EnergyRetrofittingasabasisfor DesignReviewinthissection. A. Characterdefiningfeaturesofexistingbuildings(i.e.roofline,chimneys,dormers) mustnotbedamagedorobscuredwhenintroducingnewrooforexteriorwall‐ mountedenergyconservationsystemssuchassolardevises,skylights,orwater retentionsystems. B. Equipmentshouldbescreenedorhiddentothegreatestpossiblewhilestill achievingmaximumfunctionandeffectiveness.Thegoalshouldbehighperformance withlowpublicvisibility.Installationofanenergyconservationsystematapublicly visiblelocationmaybepermittediftheCommissiondeterminesthattheplacement doesnothaveanadverseeffectonthecharacterdefiningfeaturesofthebuilding, street,ortheDistrictasawhole. C. Publiclyvisiblesolardevisesmountedonroofsshallbeevaluatedonthebasisof: size;leastvisible/high‐performancelocation;panelarrangementanddesign; systeminfrastructure;colorcontrastwithroof,andglare. D. Preferredlocationforarraysofsolardevicesonroofsshallbeonanon‐character definingrooflineofanon‐primaryelevationwhichisnotreadilyvisiblefrompublic streets‐‐theleastvisiblelocationwhereatleast85%ofoptimalsystem performancecanbeachieved.Locationontherearfaçadeorancillarystructuresis preferred.Ifthesouthsideispubliclyvisible,solardevisesshouldbeinstalledon thewestoreastsideiflesspubliclyvisibleandshadefactorsareappropriate.(If solarpanelsareflatorinstalledata5degreeangletherewillbeonlyaslight decreaseinproductivity.)Shadowtolerantpanelsshouldalsobeconsideredforuse inalessvisiblelocation. 36 E. Onpitchedroofs,solararraysshallrunparalleltotheoriginalrooflineandshallnot riseabovetheroofline.Onflatroofs,solararraysshallbesetbackfromtheedgeand maybesetataslightpitchifnothighlyvisiblefrompublicstreets. F. Solardevisesshallbeconsideredpartoftheoveralldesignofthestructure.Color, shapeandproportionsofthesolararrayshallmatchtheshapeandproportionsof theroof.Singleinstallationsonsingle‐planeroofsarepreferabletodisjointedarrays orarraysonmultipleroofplanes.Ifmorethanonearrayisneeded,itshallbelimited toonepanelsectiononeachsideofthestructurewithrearlocationpreferred. Scatteredordisjointedarraysarenotappropriate. G. Roofandbuildingcolorandpatternshallbecoordinatedasmuchasfeasiblewith thecolorandpatternofthesolardevises.Darkerroofingcolorsarepreferredas bettercomplimentstomountedsolarenergysystems. H. Solarpanelsshallnotbemountedtoprojectfromwallsorotherpartsofthe building. I. Skylightsshouldbeflat,notthebubbletype,andshallnotbemountedonprimary facades. J. Detachedarraysofsolardevicesmaybelocatedintherearorsideyardifthearrays arenothighlyvisiblefrompublicstreetsanddonotdetractfromothermajor characterdefiningaspectsofthesite.Visibilityfromadjacentpropertiesshallbe reducedtothegreatestextentpossible. K. Solargreenhousesshallbetreatedasancillarystructuresandlocatedatleast2/3 backfromthefrontfaçadeoftheprimarystructure. L. Porchenclosuresdesignedtobepassivesolarelementsshallobservetheguidelines forporches.Anyexteriormetalshallbefinishedtoblendwithsurroundingbuilding materials. M. Wallenergyconservationssystemssuchastrombéwallsandsolarenergysiding willbeconsideredonacase‐by‐casebasisfornewconstructionoradditionsonly. N. COAapplicationsfornewconstructionareencouragedtoincludeappropriate buildingintegratedsolardevicesandotherenergyconservationequipmentintothe initialbuildingdesign(whilestillmaintainingcompatibilitywithexistingstructures inthevicinity). O. BeforeapplyingforaCertificateofAppropriatenessforsolarenergydevises, applicantsshouldbecertainthatenoughsunlightisavailabletomaketheproposed systemoperative.Applicantsareremindedtofollowtherulesandproceduresinthe EurekaSpringsMunicipalCodeChapter7.56“TreePreservation”foralltree removals. P. Applicantsareremindedthattheproposedsystemissubjecttoapprovalbythe BuildingOfficialbasedontheArkansasMechanicalCode,Chapter14“Solar Systems”andotherapplicableCodes. Q. ApplicationforaCOAforasolarretrofitsystemshallfollowLevelIIIpublic notificationprocedure. 37 HOWARDCOUNTY,MARYLAND USEOFSOLARPANELSANDOTHERSOLARDEVICESINHISTORICDISTRICTS Thepurposeoftheseguidelinesistoallowfortheuseofalternativeenergysourceswhile protectingtheintegrityofHowardCounty’sHistoricDistrictsandtorecognizeenvironmental initiativesoftheCounty,StateandFederalgovernments.Theseguidelineswillapplytothe EllicottCityandLawyersHillLocalHistoricDistricts.ThispolicyisbasedupontheGuidelines asapprovedbytheHistoricDistrictCommissiononAugust6,2009. SolarPanelsandOtherSolarDevices Solarpanelsandothersolardevicesarebecomingincreasinglypopularastheuseof alternativeenergysourcesbecomemorereadilyavailabletothegeneralpublic.In2008, theMarylandLegislaturepassedabillprohibitingMarylandHomeownersAssociations fromplacingunreasonablelimitationsontheinstallationofsolarcollectionpanelson homeowners.Historicpropertieswereexemptedfromthisact,buttheHowardCounty HistoricDistrictCommissionacknowledgesthedesireofhomeownerstousethesedevices andhasformulatedtheguidelinerecommendationstoreachabalancebetweenhistoric preservationandenergyconservation. 1.Recommended UseofsolarpanelsshouldnotconflictwithrecommendationssetforthinChapter 6.EforRoofs,Dormers,andGutters. Addsolarpanelsonroofsurfacenotvisiblefromapublicway.However,solar shinglesmaybeaddedtoaroofsurfacevisiblefromapublicwayiflowornon‐ reflectiveshinglesareused. Placesolarpanelsorothersolardevicesonroofsonanon‐character‐defining rooflineofanon‐primaryelevation(notreadilyvisiblefrompublicstreets).Run solarpanelsanddevicesparalleltotheoriginalroofline. Setsolarpanelsandsolardevicesbackfromtheedgeofaflatrooftominimize visibility.Panelsanddevicesmaybesetatapitchandelevated,ifnothighlyvisible frompublicstreets. Selectsolarpanels,solardevices,mechanicalequipmentandmountingstructures withnon‐reflectivefinishessuchasananodizedfinish. Paintmechanicalequipmentattachedtothebuildingfasciathesamecolorasthe fasciainordertoblendintothebuilding. Locatedetachedarraysofsolarpanelsandsolardevicesatahistoricsiteintherear orsideyardifthearraysarenothighlyvisiblefromthepublicstreetsanddonot detractfromothermajorcharacter‐definingaspectsofthesite.Thelocationof detachedsolararraysshouldalsoconsidervisibilityfromadjacentproperties, whichshallbereducedtotheextentpossiblewhilestillmaintainingsolaraccess. Usesolardevicesinnon‐historicwindows,walls,sidingorshutterswhichdonot facepublicstreets. 38 FornewstructureswithintheHistoricDistrict,includebuilding‐integratedsolar panelsandothersolardevicesintotheinitialdesign. Usesolarpanelsandsolardevicesthataresimilarincolortoroofmaterials. 2.NotRecommended Removinghistoricroofingmaterialsinordertoaddsolarpanels. Disturbingtheoriginalroofline,dormers,chimneysorotheroriginalfeaturestoadd solarpanels. Alteringcharacter‐definingelementssuchashistoricwindows,walls,sidingor shutterswhichfacepublicstreetsorcontributetothecharacterofthebuilding. MONTGOMERYCOUNTY,MARYLAND HistoricDistrictCommissionGuidelines Chapter3:GeneralRehabilitationDesignGuidelines 9.0 SolarPanels Solarpanelsshouldbelocatedinunobtrusiveplaces.Ifitisnecessarytomountsolar panelsonahistoricbuilding,ratherthanelsewhereonthesite,itisessentialthatthe panelsareinstalledsuchthattheydonotchangethecharacterofthebuilding.Ifsolar panelsareplacedonarooftheyshouldbedesignedandpositionedtohaveaminimaleffect onthecharacterofthestructure.Placementonrearfacingroofplacesoftheprimary structureshouldbeconsideredfirst. DesignObjective Solarpanelsshouldnotadverselyaffectthehistoriccharacterofthestructuretowhich theyarebeingadded. 9.1 Reducethevisualimpactsofsolarpanelsasseenfromthepublicright‐of‐way: Locatethesolarpanelsawayfrompublicviewwherefeasible. Solarpanelsshouldbemountedapartfromthebuildingorsecondarystructures, suchasagarage,whenfeasible. Solarpanelsshouldbelocatedonnewconstruction,suchasanewwing,where possible. Locateanattachedsolarpanelinamannersuchthatitdoesnotaffecttheprimary rooffaçadeelevations. Locationonaprimaryorstreetfacingroofplaneisgenerallyinappropriate. Whereroofmounted,solarpanelsshouldbeflushtotheextentfeasible. 39 Ifnotattachedtothebuilding,collectorsshouldbelocatedinsideorrearyards. Exposedhardware,framesandpipingshouldhaveamattefinish,andbeconsistent withthecolorschemeoftheprimarystructure. Panelsnotattachedtothebuildingshouldbescreenedbylandscapingtoreduce theirvisibility.However,screeningmaydiminishtheeffectivenessofthecollectors toreceivesunlight. Alternativetechnologies,suchasphotovoltaicshingles,maybeappropriatein certaincircumstances. GRANDRAPIDS,MICHIGAN GuidelinesforHistoricDistrictsandDesignatedHistoricProperties Topic:Windows,doors,skylights,solarsystemsandroofaccessories. I. Definitions:Forpurposesoftheseguidelines Theseguidelinesapplytoallexteriorwindows,doors,skylights,solarsystemsandroof accessories.Forthepurposeoftheseguidelinestheterm"skylight"Isdefinedasany openingintheroofofastructureforthepurposeofintroducingnaturallight."Solar systems"isdefinedasanypassiveoractivedeviceormaterialwhichareintendedto collect,storeand/orconvertenergyfromthesun."Roofaccessories"aredefinedas chimneycaps,vents,orothermechanicaladditionsplacedonoradjacenttotheroofof astructure,notincludingdecorativeitemssuchasweathervanes,flagsorlighting. II. Policy TheSecretaryoftheInterior’sStandardsforRehabilitationandGuidelinesfor RehabilitatingHistoricBuildingsrecommendedagainst:... "Changingtheconfigurationofaroofbyaddingnewfeaturessuchasdormerwindows, ventsorskylightssothatthehistoriccharacterisdiminished;" "Installingmechanicalorserviceequipmentsothatitdamagesorobscurescharacter‐ definingfeatures;orisconspicuousfromapublicright‐of‐way;"and "Locatingsolarcollectorswheretheyradicallychangetheproperty’sappearance;or damageordestroycharacter‐definingfeatures." 40 Thefollowingguidelinesareprovidedtoassistintheinterpretationandapplicationof theSecretaryoftheInterior’sStandardsandGuidelines. III. Guidelines D. Skylights,SolarSystemsandRoofAccessories Theapplicationofmaterialswhichwilladverselyaltertheoriginalrooflineand/or physicalcharacterofdesignatedhistoriclandmarkstructuresandstructureswithin designatedhistoricdistrictsisdiscouraged.Ownersofhistoricpropertiesshould explorealternativemeansofaddinglightorconservingenergybeforeconsideringthe useofinstallationofskylightsandsolarsystems. Whereownersapplytoinstallskylightsorsolarsystemstothestructurethe Commissionwillevaluateeachapplicationonitsmerits.Factorswhichwillbe consideredincludedthefollowing: Thehistoriccharacterandarchitecturalimportanceofthestructureandsurrounding environment; i. ii. iii. iv. Theintendedpurposeoftheinstallation; Otheralternativemeansexploredforintroducingnaturallighttothestructure’s interiorand/orconservingheatenergy,andthereasonsfortheirrejection; Thevisibilityoftheskylightsand/orsolarsystemfromadjacentpublicstreetsand adjoiningproperties;and, Thedesignandreplacementoftheskylightand/orsolarsystemandtheir compatibilitywiththestructure’sroofline,color,texture,andshape. Generally,utilitarianroofaccessorieswillbereviewedbythestaffandgivenadministrative approval.Wheretheproposedinstallationwillhaveasignificantimpactontherooflineor otherfeatureofthestructure,suchastheinstallationoflargeturbineventsorother obtrusiveaccessories,theproposalwillbereferredtotheCommission. TheseguidelineswereapprovedbytheMichiganBureauofHistoryasofOctober25,1995 pursuanttoSection5.(3)ofAct169of1970,asamended(LocalHistoricDistrictsAct). YPSILANTI,MICHIGAN ALTERNATIVEENERGYSYSTEMS THEFOLLOWINGAPPLIESTOALLPROPERTIESINTHEHISTORICDISTRICT 41 Theterm“alternativeenergy”coversarangeoftechnologies;forexample,theNational RenewableEnergyLaboratoryconductsresearchintobiomass,geothermal,wind,andsolar power.But,practicallyspeaking,atpresent(2007)theonlyalternativeenergysystems technicallyfeasibleformostpropertieswithinhistoricdistrictsaresolarcollectorsto provideheatandelectricalpower;thereforeanyspecificexamplesgiveninthisfactsheet willrefertosolarpowersystems. However,thegeneralprinciplesofreviewsetouthereapplyequallytoalltypesof alternativeenergyinstallations.Becausemodernmechanicalsystemswerenotpartofthe originalformofstructuresinthehistoricdistrict,andtherangeofpotentialconfigurations iswide,itisnotpossibletoprovidea“cookbook”typefactsheetforalternativeenergy installations.Thepurposeofthefactsheet,instead,istosummarizethegeneralstandards againstwhichanyproposalmustbereviewed. RULESTHATGOVERNHDCREVIEW Ypsilanti’sHistoricalPreservationordinanceguidesthedecisionsmadebytheHDCand alsorequirestheHDCtoapplytheStandardsforRehabilitationestablishedbytheU.S. SecretaryoftheInteriorwhenreviewinganyworkproposedinthedistrict. TheSecretary’sStandardsdefine“rehabilitation”asthe“processofreturningapropertyto astateofutility,throughrepairoralteration,whichmakespossibleanefficient contemporaryusewhilepreservingthoseportionsandfeaturesofthepropertywhichare significanttoitshistoric,architectural,andculturalvalues.”Inotherwords,boththe YpsilantiordinanceandtheSecretaryoftheInteriorStandardsrecognizethatthelong‐ termpreservationofhistoricpropertiesdependsinpartontheabilitytoadaptthemto changingcircumstances. But,bothsetsofrulesalsorequirethatanyalterationbeappropriate.Thefunctionofthe StandardsforRehabilitationistoprovideguidelinesbywhichtodeterminewhattypesand methodsofrepairandalterationareappropriateandpermissible,andwhatare inappropriate. HOWTHESECRETARYOFINTERIORSTANDARDSAPPLY Standard2.“Thehistoriccharacterofapropertywillberetainedandpreserved.The removalofhistoricmaterialsoralterationoffeatures,spaces,andspatialrelationshipsthat characterizeapropertywillbeavoided.”TheStandardsreferto“character‐defining features”ofaproperty:examplesincludedoors,windows,porches,transoms,andthelike. Boththematerialsandthearrangementofthesefeaturesdefineaproperty’shistoric character,whichmustnotbeobscured,radicallychanged,damaged,ordestroyedin makingapropertymoreenergyefficient. Example:Abusinessownerwhosebuildingfacessouthwantstoinstallanarrayofsolar panels.Becauseanysignificantalterationtotheprimaryfacadewouldobscurecharacter‐ definingfeatures,theHDCcouldnotapproveinstallationofthesouth‐facingwall,andthe ownerwouldhavetoproposeanalternativelocationforthesolararray–e.g.,ontheroof. 42 Standard5.“Distinctivematerials,features,finishes,andconstructiontechniquesor examplesofcraftsmanshipthatcharacterizeapropertywillbepreserved.” Example:Ahomeownerproposestoinstallsolarpanelsonastuccowall.HDCwouldbe requiredtoreviewtheeffectoftheinstallationonthestuccofinish.Ifthelikely consequencewouldbetocausethefinishtodeteriorate,theHDCwouldhavetodenythe application. Standard9.“Newadditions,exterioralterations,orrelatednewconstructionwillnotdestroy historicmaterials,features,andspatialrelationshipsthatcharacterizetheproperty.Thenew workwillbedifferentiatedfromtheoldandwillbecompatiblewiththehistoricmaterials, features,size,scaleandproportion,andmassingtoprotecttheintegrityofthepropertyandit environment.”Alterationstotheexteriormustnotbesointrusivethattheydestroythe integrityofthebuilding’scharacterbytheirverypresence.Repairsoralterationsmustnot damageordestroyhistoricmaterialsdirectlyorindirectly. Example:Abusinessownerproposestoinstallasolararrayontherearwallofabuilding. Althoughtheproposedinstallationwouldnotobscureordamagecharacter‐defining features,andnohistoricmaterialwouldbedestroyed,itisnotclearwhateffecttheweight ofthenewequipmentwouldhaveonthestructuralintegrityofthewall.TheHDCmight thenrequiretheownertoobtainaprofessionalstructuralanalysisofexistingphysical conditionstodemonstratethattheinstallationwilldonolong‐termdamagetothebuilding. Example:Ahomeownerproposedtoinstallarowofsolarpanelsonthesouth‐facingrear roofofherhouse.Thepanelswouldbefixedata69‐degreeanglefromthehorizontal, whiletheroofliesata45‐degreeangle.BecausetheHDCmustconsidertheeffectofthe proposedworkonthemassingofthehouse–thatis,theoutlineofthebuilding–the Commissionmightrequirethatthepanelsbefixedatthesameangleasthesurfaceon whichtheyareinstalled,evenifthatwerenottheoptimalangle. Standard10.“Newadditionsandadjacentorrelatednewconstructionwillbeundertakenin suchamannerthat,ifremovedinthefuture,theessentialformandintegrityofthehistoric propertyanditsenvironmentwouldbeunimpaired.”TheHDCmustconsidernotonlythe detailsofinstallationofasystem,butalsohowitwillbeuninstalledandwhateffectthat wouldhaveonthephysicalintegrityofthestructure.Themethodofeventualremovaland repairofanyresultingdamagetothestructureshallbeclearlyidentifiedinanywork permitapplication ADDITIONALCONSIDERATIONS Installation–attachment Theproposedmethodandmaterialsforattachmentshallbeclearlyidentifiedinanywork permitapplication. Costversusbenefit 43 Energyconservationmeasures(additionalinsulation,weatherstripping,caulking,newor repairedstormwindows,etc.)arethemostcost‐effectivemethodsofcuttingenergycosts foranyproperty,historicorotherwise. AlthoughtheHDChasnoroletoplayinhowanindividualpropertyownercalculatesthe costversusthepotentialbenefitofinstallinganalternativeenergysystem,theHDCwill considerwhethertheapplicanthastakenallavailablemeasurestoachievemaximum energyefficiency. And,becausethejustificationforalteringahistoricpropertyrequiresthatthealterationbe necessaryto“[make]possibleanefficientcontemporaryuse”,thepresumptionmustbe thatifapropertyownerhasnotalreadytakenallavailableenergyconservationmeasures, theproposedalterationisnotnecessary. OTHERINFORMATION TheSecretaryoftheInteriorStandardsforRehabilitationareonlineat www.nps.gov/history TheHDCreviewcriteriaareonlineatwww.cityofypsilanti.com/boards Furtherinformation:e‐[email protected]&Development Departmentat734‐483‐9646 PORTLAND,OREGON 33.218CommunityDesignStandards 33.218.010Purpose Designreviewandhistoricdesignreviewensurethatdevelopmentconservesand enhancestherecognizedspecialdesignvaluesofasiteorarea,andpromotethe conservation,enhancementandcontinuedvitalityofspecialareaoftheCity. TheCommunityDesignStandardsprovideanalternativeprocesstothedesignreviewand historicdesignreviewforsomeproposals.Whereaproposaliseligibletousethischapter, theapplicantmaychoosetogothroughthediscretionarydesignreviewprocesssetoutin Chapter33.825,DesignReview,andChapter33.846,HistoricReviews,ortomeetthe objectivestandardsofthischapter.Iftheapplicantchoosestomeettheobjectivestandards ofthischapter,nodiscretionaryreviewprocessisrequired. 33.218.100StandardsforPrimaryandAttachedAccessoryStructureinSingle‐ DwellingZones 44 Thestandardsofthissectionapplytodevelopmentofnewprimaryandattachedaccessory structuresinsingle‐dwellingzones. N.Rooftopsolarenergysystems 1. Rooftopsolarenergysystemsmustnotincreasethefootprintofthestructure,must notincreasethepeakheightoftheroof,andthesystemsmustbeparalleltothe slopeoftheroof; 2. Photovoltaicroofingshinglesortilesmaybedirectlyappliedtotheroofsurface 3. Photovoltaicglazingmaybeintegratedintowindowsorskylights P.Additionalstandardsforhistoricresources.Thefollowingstandardsareadditional requirementsforconservationdistrictsandconservationlandmarks. 7. Rooftopsolarenergysystems. a. Rooftopsolarenergysystemsmustnotincreasethefootprintofthe structure,mustnotincreasethepeakheightoftheroof,andthesystemmust beparalleltotheslopeoftheroof; b. Solarenergysystemsmaynotbeinstalledonaconservationlandmark. 8. Photovoltaicglazing,roofingshingles,ortilesmaynotbeinstalledonaconservation landmark. 33.218.110StandardsforPrimaryandAttachedAccessoryStructuresinR3,R2,and R1Zones Thestandardsofthissectionapplytodevelopmentofnewprimaryandattachedaccessory structuresintheR3,R2,andR1zones.Theadditionofanattachedaccessorystructuretoa primarystructure,wherealltheusesonthesiteareresidential,issubjecttoSection 33.218.130,StandardsforExteriorAlterationofResidentialStructuresinResidential Zones. N.Rooftopsolarenergysystems 1. Rooftopsolarenergysystemsmustnotincreasethefootprintofthestructure,must notincreasethepeakheightoftheroof,andthesystemsmustbeparalleltothe slopeoftheroof; 2. Photovoltaicroofingshinglesortilesmaybedirectlyappliedtotheroofsurface 3. Photovoltaicglazingmaybeintegratedintowindowsorskylights R.Additionalstandardsforhistoricresources.Thefollowingstandardsareadditional requirementsforconservationdistrictsandconservationlandmarks. 45 8. Rooftopsolarenergysystems. a. Rooftopsolarenergysystemsmustnotincreasethefootprintofthe structure,mustnotincreasethepeakheightoftheroof,andthesystemmust beparalleltotheslopeoftheroof; b. Solarenergysystemsmaynotbeinstalledonaconservationlandmark. 10. Photovoltaicglazing,roofingshingles,ortilesmaynotbeinstalledonaconservation landmark 33.218.120StandardsforDetachedAccessoryStructuresinSingleDwelling,R3,R2 andR1Zones Thestandardsofthissectionareapplicabletodevelopmentofnewdetachedaccessory structuresinsingledwelling,R3,R2,andR1zones. H.Solarenergysystems. 1. Solarenergysystemsondetachedaccessorybuildingsaresubjecttothesame standardaswouldapplytonewprimaryandattachedaccessorystructures.See applicablesolarstandardsinSections.33.218.100and.110. 2. Groundorpolemountedsolarpanelssystemsaresubjecttothefollowing standards: a. Thetallestpartofthesystemmaynotexceed8feetinheight; b. Thesystemmaynotbelocatedcloserthantheprimarystreet‐facingbuilding façade. J.Additionalstandardsforhistoricresources.Thefollowingstandardsareadditional requirementsforconservationdistrictsandconservationlandmarks. 5. Photovoltaicglazing,roofingshingles,ortilesmaynotbeinstalledonaconservation landmark. 33.218.130StandardsforExteriorAlterationstoResidentialStructuresinSingle Dwelling,R3,R2andR1Zones Thestandardsofthissectionapplytoexterioralterationsofprimarystructuresandboth attachedanddetachedaccessorystructuresinresidentialzones.Thesestandardsapplyto proposalswheretherewillbeonlyresidentialusesonthesite. F.Rooftopsolarenergysystems. 46 1. Rooftopsolarenergysystemsmustnotincreasethefootprintofthestructure,must notincreasethepeakheightoftheroof,andthesystemsmustbeparalleltothe slopeoftheroof; 2. Photovoltaicroofingshinglesortilesmaybedirectlyappliedtotheroofsurface. 3. Photovoltaicglazingmaybeintegratedintowindowsorskylights. H.Additionalstandardsforhistoricresources.Thefollowingstandardsareadditional requirementsforconservationdistrictsandconservationlandmarks. 6. Rooftopsolarenergysystems a. Rooftopsolarenergysystemsinconservationdistrictsmustnotincreasethe footprintofthestructure,mustnotincreasethepeakheightoftheroof,and thesystemmustbeparalleltotheslopeoftheroof; b. Solarenergysystemsmaynotbeinstalledonaconservationlandmark. 6. Photovoltaicglazing,roofingshingles,ortilesmaynotbeinstalledonaconservation landmark. 33.218.140StandardforAllStructuresintheRH,RX,CandEZones ThestandardsofthissectionapplytodevelopmentofallstructuresinRH,RX,CandE Zones.Thesestandardsalsoapplytoexterioralterationsinthesezones. Forproposalswhereallusesonthesiteareresidential,thestandardsfortheR3,R2,and R1zonesmaybemetinsteadofthestandardsofthissection.Wherenewstructuresare proposed,thestandardsofSection33.218.110,StandardsforR3,R2,andR1Zones,maybe metinsteadofthestandardsofthissection.Whereexterioralterationsareproposed,the standardsofSection33.218.130,StandardsforExteriorAlterationofResidentialStructures inResidentialZones,maybemetinsteadofthestandardsofthissection. K.Rooftopsolarenergysystems. 1. Rooftopssolarenergysystemsmustnotincreasethefootprintofthestructure,must notincreasethepeakheightoftheroof,andthesystemmustbeparalleltotheslope oftheroof; 2. Photovoltaicroofingshinglesortilesmaybedirectlyappliedtotheroofsurface 3. Photovoltaicglazingmaybeintegratedintowindowsorskylights 4. Groundpolemountedsolarenergysystemsaresubjecttothefollowingadditional standard:OnsitesthatabutanRFthroughR2zone,thesystemmustbesetbackone footforeveryfootofheight,fromthelotlineabuttingtheRFthroughR2zone. 47 Q.Additionalstandardsforhistoricresources.Thefollowingstandardsareadditional requirementsforconservationdistrictsandconservationlandmarks. 13. Rooftopsolarenergysystems a. Rooftopsolarenergysystemsinconservationdistrictsmustnotincreasethe footprintofthestructure,mustnotincreasethepeakheightoftheroof,and thesystemmustbeparalleltotheslopeoftheroof; b. Solarenergysystemsmaynotbeinstalledonaconservationlandmark. 33.218.150StandardsforIZones ThesestandardsofthissectionapplytodevelopmentofallstructuresintheIzones.These standardsalsoapplytoexterioralterationsinthesezones. I.Rooftopsolarenergysystems. 1. Rooftopssolarenergysystemsmustnotincreasethefootprintofthestructure,must notincreasethepeakheightoftheroof,andthesystemmustbeparalleltotheslope oftheroof; 2. Photovoltaicroofingshinglesortilesmaybedirectlyappliedtotheroofsurface 3. Photovoltaicglazingmaybeintegratedintowindowsorskylights 4. Groundpolemountedsolarenergysystemsaresubjecttothefollowingadditional standards: a. OnsitesthatabutanRFthroughR2zone,thesystemmustbesetbackone footforeveryfootofheight,fromthelotlineabuttingtheRFthroughR2 zone; b. Thesystemmaynotbelocatedclosertothestreetthantheportionofthe street‐facingfaçadethatisclosesttothestreet. L.Additionalstandardsforhistoricresources. 9. Rooftopsolarenergysystems a. Rooftopsolarenergysystemsinconservationdistrictsmustnotincreasethe footprintofthestructure,mustnotincreasethepeakheightoftheroof,and thesystemmustbeparalleltotheslopeoftheroof; b. Solarenergysystemsmaynotbeinstalledonaconservationlandmark. 10. Photovoltaicglazing,roofingshingles,ortilesmaynotbeinstalledonaconservation landmark. 48 PORTLAND,OREGON HistoricResourceProtectionOverlayZone HistoricDistricts 33.445.010Purpose Thischapterprotectscertainhistoricresourcesintheregionandpreservessignificant partsoftheregion’sheritage.TheregulationsimplementPortland’sComprehensivePlan policiesthataddresshistoricpreservation.Thesepoliciesrecognizetherolehistoric resourceshaveintpromotingeducationandenjoymentofthoselivinginandvisitingthe region.Theregulationsfosterprideamongtheregion’scitizensintheircityandits heritage.Historicpreservationbeautifiesthecity,promotesthecity’seconomichealth,and helpspreserveandenhancethevalueofhistoricproperties. 33.445.320DevelopmentandAlterationstoHistoricDistricts BuildingnewstructureoralteringanexistingstructureinaHistoricDistrictrequires historicdesignreview.Historicdesignreviewensurestheresource’shistoricvalueis consideredpriortoorduringthedevelopmentprocess. B.Exemptfromhistoricdesignreview 8.Solarenergysystemsthatmeetthefollowingrequirements.Whensolarenergysystems areproposedaspartofaprojectthatincludeselementssubjecttohistoricdesignreview, thesolarsystemisnotexempt: a. Onaflatroof,thehorizontalportionofamansardroof,orroofssurroundedbya parapetthatisatleast12incheshigherthanthehighestpartoftheroofsurface. Thesolarenergysystemmustbemountedflushoronracks,withthesystemor rackextendingnomorethan5feetabovethehighestpointoftheroof.Solar energysystemsmustalsobescreenedfromthestreetby: (1) Anexistingparapetalongthestreet‐facingfaçadethatisastallasthe tallestpartofthesolar‐energysystem,or (2) Settingthesolarenergysystembackfromtheroofedgesfacingthestreet 4feetforeachfootofthesolarenergysystemheight b. Onapitchedroof.Solarenergysystemsmaybeonapitchedrooffacingarearlot oronapitchedrooffacingwithin45degreesoftherearlot.Seefigure445‐1The systemmustbemountedflush,withtheplaneofthesystemparallelwiththe roofsurface,withthesystemnomorethan12inchesfromthesurfaceoftheroof atanypoint,andsetback3feetfromtheroofedgeandridgeline.SeeFigure 445‐2 49 Figure445‐1 SolarEnergySystemLocationonaRooftop 50 Figure445‐2 SolarEnergySystemsonaPitchedRoof 51 ALEXANDRIA,VIRGINIA 52