Survey plan grants create a comprehensive document to help communities assess the current state of their survey documentation and make informed decisions regarding future architectural survey projects. This planning document is strictly related to survey and does not cover topics generally included in a larger historic preservation plan. Survey plans are often developed for entire municipalities, communities, or neighborhoods, however, they are not intended for single properties.
The survey plan evaluates previous survey work, identifies appropriate historic contexts, identifies current survey needs, and prioritizes recommendations for future survey projects. Survey plan grants require completion of a limited reconnaissance survey and incorporate public involvement to introduce the project and share results.
A qualified consultant must complete the survey plan document. They cannot be the grant recipient contact.
The survey consultant must attend an initial consultation with the Survey Specialist and Contracts Specialist at the beginning of the grant contract. At the meeting, whoever will be processing the financial reports and payment requests must also be present.
Request Amount: Up to $15,000.
Cash Match: 10% for all applicants
BIPOC Projects* Cash Match: 0% for all applicants
Scope of Work: There is a required scope of work that must be completed for survey plan grants. Prior to completing the application, please keep the following scope of work requirements in mind:
Project Area: The survey plan will cover a defined project area. This needs to be identified at the time of application and demonstrated in a map outlining the project area. Survey plans are not intended for single properties.
Limited Reconnaissance Survey: A limited reconnaissance or “windshield” survey is required to identify historic resource property types, however, reconnaissance survey forms (1417) are NOT expected to be completed for this task.
Public Meetings: Two public meetings are required in completing the survey plan document. One public meeting will be held at the beginning of the project to gather input and one public meeting will be held at the conclusion of the project to share results and recommendations.
Budget: Line items must denote all the costs of the project such as contractual services or travel costs. Budgets must contain a calculation, or reference a proposal document that contains a calculation, demonstrating how the budget amount was derived.
Ineligible expenses: Grant administration Contingency
Application Deadlines: Year-round
Award Announcement Dates: Applicants are typically notified regarding award or denial within 30-45 days of submitting a complete application. If additional material or information is needed from the applicant, this may be longer. It typically takes an additional month to complete the contracting procedure before the project can begin.
*Black, Indigenous, and People of Color (BIPOC) Projects: A BIPOC project significantly benefits and involves one or more BIPOC communities.