UPDATED JULY 2015 - Kelowna€¦ · UPDATED JULY 2015. 1. EXECUTIVE SUMMARY 1 2. INTRODUCTION 3 2.1 Background 3 2.2 Heritage Conservation in Kelowna 6 2.3 The Heritage Strategy12

UPDATEDJULY 2015

1. EXECUTIVE SUMMARY 1

2. INTRODUCTION 3 2.1 Background 3 2.2 Heritage Conservation in Kelowna 6 2.3 The Heritage Strategy 12 2.4TheBenefitsofCommunityHeritage 13 2.5CommunityValues 14 2.6MissionStatement 14

3. STRATEGIES AND ACTIONS 15 Strategy 1: Preserve and Protect Heritage Resources 17 Strategy 2: Manage Heritage Resources 18 Strategy 3: Explore Other Potential Heritage Neighbourhoods 19 Strategy4:MonitorHeritageProgram 20 Strategy 5: Update Heritage Register 21 Strategy 6: Raise Public Awareness 22 Strategy 7: Enhance Partnerships 23 Strategy8:BuildAllianceswithTourism 24

4. IMPLEMENTATION STRATEGY 25 4.1 Prioritized Work Plan 29 4.2 Ongoing Review 31

ACKNOWLEDGEMENTS 32

APPENDIX A: COMMUNITY VALUES 34 A.1InterdepartmentalandVisioningWorkshop 35 A.2CommunityWorkshop 36 A.3 Public Open House 41

APPENDIX B: FUNDING OPPORTUNITIES 44

APPENDIX C: HERITAGE CONSERVATION IN CANADA 48 C.1 Historic Places Initiative 48

APPENDIX D: HERITAGE CONSERVATION IN BRITISH COLUMBIA 49 D.1 Provincial Enabling Legislation 49 D.2 Heritage Conservation Toolkit 51 D.3 Municipal Best Practices 53

APPENDIX E: REFERENCES 55 E.1Definitions 55 E.2 Websites 56

Table of Contents

&DONALD LUXTON ASSOCIATESinc.

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The Strategy asks and answers five key questions:

• Where is Kelowna now? • Where does Kelowna want to go? • How will Kelowna get there? • What resources does Kelowna need to get there?• How do we know whether Kelowna got there?

1. EXECUTIVE SUMMARY

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Situated inhistoricorchardandwinecountry, theCityofKelowna’suniqueheritagecharacterincludesenclavesofhistoricbuildingsandhouses,arichagricul-turalhistoryandstronglinkstothedevelopmentoftheorchardindustry,evidentinremnantsofbuildingsandculturallandscapes.TheCityofKelownahascommis-sionedthisHeritageStrategyinordertoidentify,maintainandprotectitsvaluablecommunityheritageresourcesduringatimeofrapidgrowthanddevelopment.The Strategy was conducted by Donald Luxton & Associates Inc. in consultation withCity staff, theCommunityHeritageCommission, community stakeholdersandresidents,andoutlinesaprioritizedstrategyforthedevelopmentofKelowna’sheritageconservationinitiativesforthenexttenyears,torunfrom2007to2016.

The Strategy answers key questions about the existing situation, defines acommunityvisionforheritage,andrecommendsanActionPlanforimplementa-tion.

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Throughout thecourseof theproject therewasextensivecommunityandstakeholderconsultation, includingastakeholderVisioningsession,aCommunityVisioningworkshopandapublicopenhouse.Asaresult,thefollowingvisionwasdevelopedinconjunctionwiththecommunity:

Vision: Heritage Strategy 2007 - 2016

Kelowna will be a viable and strong community that balances growth with support for the protection of our distinctive and authentic natural, cultural and built heritage assets through: diverse partnerships; heritage incentives; and integrated and innovative approaches to heritage conservation, com-munity development and public awareness.

ThePlanrecommendstheadoptionofeightkeystrategies,withsupportingactions,thatareproposedforimplementationoveraten-yearperiod.

Heritage Planning1. Continuetopreserveandprotectsignificantheritageresources

throughtheuseofprotectiontoolsandheritageplanninginitiatives.2. EnhancetheCity’scapacitytomanageheritageresources.3. Exploreprotectivemechanismsforotherpotentialheritage

neighbourhoods.4. Developaprogramofongoingmonitoringandrenewalofthe

HeritageProgram.

Heritage Information5. ContinuetoidentifytheCity’ssignificantculturallandscapes,

archaeological and built heritage resources.

Heritage Communication6. ContinuetoraisepublicawarenessandappreciationoftheCity’s

heritage resources.

Heritage Partnerships7. EnhancepartnershipsbetweentheCityandallaspectsoftheCity’s

heritage,toachieveamoreinclusiveapproachtoheritage.8. Seektocoordinatealliancesbetweenheritageandculturaltourism.


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2.1 BACKGROUND

Kelowna also has a significant history that extends back to approximately8,400 years agowhen aboriginal groupsmovednorth following themeltingofglaciersinthewarmerEarlyHolocene.TheNativecommunities,inthistraditionalterritoryoftheOkanaganInteriorCoastSalish,wereprimarilysemi-sedentary,set-tlingforthewintermonthsinsubterraneanstructuresknownaspithouses.Sub-sistingprimarilyonsalmon,deer,berriesandroots,thecommunitiesweregenerallyresourcerich,storingsurplusesinstoragepits,andtradingfoodforprestigeitemsfromNorthwestCoastcommunities.Firstcontactwithnon-Nativeswasmadeinthe1700swithtradersfromtheHudson’sBayCompany.Thefirstdocumentedcontactwasin1805atFortKamloopsandby1811,theBrigadeTrail,establishedbyfurtraderDavidStuartofthePacificFurCompanycutdirectlythroughtradi-tionalOkanaganterritory.Typicaltotradingforts,manyOkanaganNativegroupssetuptheirsummercampstotradeinclosevicinitytotheforts.In1859,thefirstEuropeansettlementoccurredinKelowna.FatherCharlesMariePandosy,FatherRichardandBrotherSurel,oftheMissionaryOblatesofMaryImmaculate,foundedthe Okanagan Mission, on what is now Benvoulin Road. Pandosy also planted the firstapplesandgrapesintheregion.

2. INTRODUCTION

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Belgo House,1590-1640 Belgo Road


AccesstotheOkanaganwasimprovedwiththecompletionoftheCanadianPacificRailwayin1885andtheKettleValleyRailwayin1910.Thelinesdidnotyetextend into Kelowna, ending at Penticton or Okanagan Landing. During this period, thepopulationsteadilyincreased,withfamiliessettlingintolargetractsoflandtofarm.In1891,largeparcelsoflandwerepurchasedbySirJohnCampbellHamiltonGordon,7thEarland1stMarquessofAberdeenandTemair,Canada’sGovernorGeneralfrom1893to1898,inordertoestablishorchards.LordAberdeenwasalso responsible for building the well-known heritage site GuisachanHouse in1891,wherehespentvacationswithhiswife,LadyAberdeen,andfamilyonseveralshorttripstothearea.Beginningin1893,transportationrouteswereimprovedwithsternwheelers,thefirstofwhichwastheS.S.Aberdeen(namedafterLadyAberdeen),whichdockedoccasionallyatthefootofCollettRoad.Inaddition,astage coach ran between the Okanagan Mission and downtown Kelowna, de-partingdailyat10amandreturningat3pm.Kelowna,bynowasuccessfulfarmingcommunity,wasofficiallyincorporatedin1905,withapopulationof600.Thetownreceiveditsfirstelectricityin1909.

DuringtheFirstWorldWar,theKelownaareawasabletosend1,000soldiersoverseas.Post-war1920sweremarkedbyaboominagricultureandsubsequentpopulationincrease.Thisboomwasacceleratedbytheextensionoftherailwayinto Kelowna with the Canadian Northern Railway in 1925. The town expand-edrapidly,andschools,banks,churches,andcommercialstoreswerebuiltduringthis time.Acreageswere planted in orchard, hay or pasture.Tobaccowas alsogrowninlimitedcommercialquantities.Withtherailwaysintact,fruitswerereadilyshippedtotheCoast.1939wasmarkedbytheoutbreakoftheSecondWorldWar,andmen,andlatermanywomenfromKelownaweresentoverseas,whiletheirspousescontinuedtofarmandcarefortheirfamilies.AResettlementCom-mittee,headedupbyKelownanative,W.A.C.Bennett,wasestablishedtodealwiththeissueofmakingavailablehomesandlandforreturningveterans.ThisprogramwasverysuccessfulinKelownaandspurredanotherboomtothearea.Duringthisperiod,thetownwasmodernizedtofurtheradapttotheautomobile;afloatingbridge–thelargestintheCommonweath–wasbuiltin1958,andKelowna’sfirstair-port,theEllisonFieldAirTerminalopenedin1960.TheCoquihallaHighway,whichopenedin1986,furtherclosedthegapbetweenthecoastandKelowna.

Today,KelownaistheeconomiccentreoftheCentralOkanagan.Severalsuc-cessfulindustriesdrivetheCity’seconomyincludingtheforestry,fruittreeandwin-eryindustries.Tourisminitiatives,thelightindustrialsector,andthemanufacturingofboatsandoilfieldequipmentarealsosteadilygrowinginsizeandimportance.AgricultureisstillveryimportanttotheCity,asevidencedinthenumberoffarms,androad-sideproduceandflowerstands.TheCitycurrentlyhasoneFirstNationscommunity,thensyilxcenspeakingWestbankFirstNation,which isoneofsevenmemberbandsunder theumbrellaOkanaganNationAlliance in theOkanaganarea.TheWestbankFirstNation,locatedonthewestsideofOkanaganLake,hasrecentlyenactedaFirstNationSelf-GovernmentActin2005,allowingself-govern-mentandregulationoftheir5,306acrereserves.

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Brent’s Grsit Mill House

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2.2 HERITAGE CONSERVATION IN KELOWNA WHERE IS KELOWNA NOW?

Therehasbeengrowingcommunity interest forcreatinganewactionplanfortheprotectionandmanagementofKelowna’sheritageresourcesinatimeofimmensepopulationanddevelopmentgrowth.ItisevidentthattheCityvaluesitshistoricalrootsasshownbytheconsistentreferenceinpolicystatementstotheimportanceof recognizing andprotecting itsnatural, built andculturalheritage.TheCityisfortunatetohaveaCouncilcommitmenttoheritageconservation,aswellasstrongsupportandawarenessbythelocalcommunity.Heritageawarenessand support in Kelowna has been steadily on the rise and has been invaluable in creatingasolidbaseofcommunitysupporttotakethenextstepinupdatingtheHeritage Strategy.

The Strategy asks and answers five key questions:

• Where is Kelowna now?

This section identifies the strengths and weaknesses of the current management of heritage issues, and defines future opportunities.

• Where does Kelowna want to go?

This provides the vision for the future direction of heritage resource management.

• How will Kelowna get there?

This identifies possible means of achieving this vision for heritage resource management.

• What resources does Kelowna need to get there?

This determines the information and resources required to implement the Heritage Strategy.

• How do we know whether Kelowna got there?

This identifies methods for evaluating and monitoring the effective implementation of the Heritage Strategy over time

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The1994Strategy’smainobjectivesweretodevelopacommunitydevelop-mentprocess,educateclients,participantsandusers,andbuildlastingpartnershipsduring the initiative, begin a public information initiative, build success throughachievable,bite-sizedrealisticgoals.Undertheguidanceoftheten-year1994Strat-egy,theCityhasachievedthefollowingheritageprogramsandinitiatives:

HeritageconservationattheCitylevelcommencedinthe1970s.Someofthemoresignificantaccomplishmentsaresummarizedbelow:

Year Heritage Initiative Description

1978 Establishment of the Heritage Advisory Committee

Councilcommitteeinvolvedinsitedesignation,re-developmentpermitsandheritagezones,HeritageResourceInventory,redevelopmentofGuisachanHouse

1983 Heritage Resource InventoryInventoryofsignificantheritageresourcesinCity,limitedtobuiltheritage

1985 Heritage Strategy

1983 Municipal Designation of three sitesLaurel Packinghouse, Benvoulin Church and Ethel StreetResidence/GiftShop

1991 Establishment of Kelowna Heritage Foundation

Creationofaregisteredsocietythatconsidersgrants to heritage property owners and education/awarenessprojectswithannualbudgetallocationfromtheCity

1992-93 Inner City Sector and Rutland Sector Heritage Tree Inventories

Aone-timeinventoryofsignificanttreesonCityandprivatepropertyidentifiedbyresidentnominationandcataloguedbyaconsultant

Ongoing Support for City-owned heritage buildings and the Kelowna Museum

Budgetforrestoration,managementandoperations

Vision for the Heritage Strategy 1994 - 2004

A desire for a livable, vibrant and viable community of distinctive neighbourhoods which reflects sensitive growth through a sense of ownership, balance and harmony and where heritage conservation is integrated into everyday life.

In1994,theCitycommissionedaHeritageStrategybyAnnHoltz,JudyOber-lander Preservation Consultants Inc. and Sue Morhun, and “Working Together: A HeritageStrategyforKelowna”wascompletedthesameyear.Duringtheconsulta-tionprocess,aVisionto2004wasestablished:

HERITAGE INITIATIVES 1978 - 1994

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Year Heritage Initiative Description

1995 Heritage Management PlanModelofhowtomanageandprotectheritageresources

Rev. 191998 Tree Protection Bylaw No. 8014AbylawtoregulatetheremovalofprotectedtreesinNaturalEnvironment/HazardousConditionDevelopmentPermitAreas.

2002 Development of two Heritage Conservation Areas

Abbott Street and Marshall Street

1997 Establishment of Heritage Register (approximately 200 sites)

ReplacedHeritageResourceInventory(1983)

2001 Heritage Procedures Bylaw No. 7776

ProceduresforHeritageAlterationPermits(HAP),HeritageDesignationBylaws,HeritageConservationCovenants,(HCC)HeritageRevitalizationAgreements(HRA),HeritageAlterationPermits(HAP)andinclusionontheCity’sHeritageRegister

2001 Integration of Heritage into the Official Community Plan (OCP Chapter 16)

Heritage Policies, Heritage Conservation Area DesignationsandDevelopmentGuidelines

2001 Establishment of Community Heritage Commission

NewadvisorycommitteetoCouncilforheritagematters.

2003-2006 Statements of SignificanceDocumentationofHeritageRegistersitesthroughStatementsofSignificanceforinclusionontheCanadianRegisterofHistoricPlaces

2004 Heritage Building Tax Incentive Program Policy

Taxincentiveprogramforpreservationofcommercial,industrial,andinstitutionalbuildingsontheCity’sHeritageRegister

Ongoing Heritage information on the City Website

AdaptiveRe-useGuidelinesforResidentialHeritageBuildings,informationandapplicationsforHRA’s,HCA’s,HCC’s,HeritageBylaws,OCP,HeritageRegister(nophotos),HeritageCommissionTermsofReference,andHeritageTaxIncentiveProgram

HERITAGE INITIATIVES 1994 - PRESENT

ThesepoliciesandinitiativesestablishanintegratedanddirectedframeworkforaheritageprograminKelowna,includingheritagedesignationandpolicies,theHeritageRegisterandheritageincentives.Intermsofstaffing,onePlannerSpecialisthasbeentaskedtooverseeheritageprocesses,withdedicationofapproximately1/3timetoheritage.

2.2.1 Volunteer Heritage Committees AlthoughtheCitybearstheresponsibilityforlanduseplanningandheritage

programadministration,agreatdealofheritageeducationandawarenessisun-dertakenbyvolunteers.Thefollowinggroupsareintegraltotheconservationofheritage in Kelowna.

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• Community Heritage Commission (CHC): ThecurrentCHC,establishedbyCityCouncilin2001,hascontinuedthework

ofthepreviousHeritageAdvisoryCommittee,establishedin1978,whichwasanadvisorybody for thedesignationof thefirstheritage sites inKelowna (LaurelPackinghouse,BenvoulinChurchandEthelStreetResidence/GiftShop)andthees-tablishmentoftheHeritageResourceInventory.ThecurrentCHC,underdirectionfromCitystaff,conductedtheresearchnecessarytocreateaHeritageRegisterofsitesinKelownain1997.TheCHCisalsoresponsibleforadvisingCityCouncilon heritage relatedmatters including development proposals affecting heritageproperties;municipaldesignationofbuildings,structuresandsites;adaptivere-useofheritagebuildingsandon-goingcommunityheritagemanagementinitiatives.TheCommissionconsistsofsevenmembersincludingonerepresentativefromeachoftheKelownaMuseumsSociety,theOkanaganHistoricalSocietyandtheCentralOkanaganHeritageSociety.Fourmembersareappointedfromthecityatlarge.UptotwomembersofCouncilmaybeappointedasnon-votingliaisonmembers.MembersareappointedbyCouncilforthreeyearterms.

• Kelowna Heritage Foundation (KHF): TheKelownaHeritageFoundationwasestablishedasaregisterednon-profit

society in1991toencouragethepreservationofheritagebuildings inKelownaandtofurtherpublicawarenessofthesignificanceofheritageresources.Thefoun-dationreceivesanannualallocationof$20,000fromtheCity,andisempoweredtodofundraising,whichisusedtoprovidefinancialsupportfortherestorationofresidential,commercial,institutional,industrialandagriculturalpropertieswithintheCityofKelowna,andtoconductheritageconservationseminarsandworkshops.TheKelownaHeritageFoundationprovidesgrantstoheritagebuildingownersforaportionoftheexpensesincurredinrestorationworkrelatedtotheexterioroftheirbuildings.TheFoundationalsoprovidesgrantstogroupsorindividualswhoadvancetheknowledgeandappreciationofthehistoricalandculturalbackgroundoftheKelownaareaandhasdownloadableWalkingandDrivingHeritageToursofKelowna on their website.

• Central Okanagan Heritage Society (COHS):TheCentralOkanaganHeritageSocietyisanot-for-profitsocietyformedin

1982dedicatedtotheeducationandconservationofheritagewithintheRegionalDistrictoftheCentralOkanagan.Theyareinvolvedinthemanagementofthreemajorsitesinthecity:GuisachanHeritagePark(ownedbytheCityofKelowna),BenvoulinHeritagePark(ownedbyCOHS)andBrent’sGristMillPark(ownedbytheCityofKelowna).Theyarecurrentlyworkingtorestorethe1871Brent’sGristMillbuildingsandwillmanagethesiteonceithasbeenrehabilitated.

• Okanagan Historical Society (Kelowna Branch) (OHS): TheOkanaganHistoricalSocietyisoneoftheoldestsocietiesinBritishCo-

lumbiadedicatedtothepreservationof localhistory. Incorporated in1925,thesociety has published a book each year except during the Great Depression and WorldWarII.AparentbodyoftheOHSandtheKnightsofColumbusjointlyman-agetheFatherPandosyMission.

• Friends and Residents of the Abbott Street Heritage Conservation Area Society (FRAHCAS): Aneighbourhoodassociationdedicatedtothemaintenanceofhousesinthe

HCAandcompliancetotheHeritageConservationAreaDevelopmentGuide-lines.

http://www.city.kelowna.bc.ca/CM/Page85.aspx

http://www.kelownaheritagefoun-dation.com/

http://www.okheritagesociety.com/

http://www.okanaganhistoricalso-ciety.org/

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• Kelowna South-Central Association of Neighbourhoods (KSAN):Aneighbourhoodassociationinvolvedinenhancingthequalityandpreserving

thecharacteroftheresidentialneighbourhoodsintheSouth-Centralareaofthedowntown.

2.2.2 Heritage InstitutionsAnumber of heritage institutions also contribute to the heritage program

inKelowna.Themajorityofheritage initiativesaredeveloped,managedandad-ministeredbycommunitymuseumsandheritagegroupsthroughtheCity’sParks,Recreation&CultureDepartment.

• Kelowna Museum (Kelowna Museums Society): TheKelownaMuseumsSocietyisanon-profitorganizationdedicatedtothe

promotionofagreaterinterestandawarenessofthemilitary,agricultural,wine-producingandculturalheritagesoftheOkanaganRegionthroughcollection,pres-ervation, exhibition and interpretation.

Since1936asacommunityinterestandsince1951asaregisteredsociety,theKelownaMuseumhasprovidedtheregion’sresidentsandvisitorswithon-goinginterpretationoftheOkanaganandbeyond.TheMuseumholdstheCityArchivesandalargecollectionofFirstNationartifactsandtheEthnographyGalleryoffersvisitors a chance to explore collections fromCentral and SouthAmerica,Asia,OceaniaandAfrica.OtherMuseuminitiativesinclude:

The British Columbia Orchard Industry Museum:Intheearly1980stheMuseumtookoverrestorationofthehistoricLaurelPackinghouse,afittingtributetothethousandsofpioneerswhoworkedinthefruit-pack-ingindustry.By1985,planstoopentheOrchardMuseumintheLaurelwereinitiated,andonMay5,1989thisnewspecialtymuseumwasoffi-ciallyopenedtothepublic.Since1989theMuseumhashostedthousandsofvisitorsandbroughtagreaterunderstandingoftheregiontohundredsofthousandsmorethroughitstravelingexhibitionsandprograms.

The British Columbia Wine Museum & VQA Wine Shop: Located in theLaurelPackinghouse,thismuseumexploresthehistoryofBC’swineindustryintheOkanagan.Openedin1996,theWineMuseumoperatesaspecialtyVQAshopinpartnershipwiththeBCWineInstitute.

• Okanagan Military Museum:Thismuseumdisplaysartifactsfromthe20thcenturywars.Itisnowaffiliated

withtheKelownaMuseumsSociety.

• Father Pandosy Mission:In1860,FatherCharlesPandosyfoundedthefirstnon-Nativesettlementin

theOkanaganRegion.FouroriginalMissionbuildingsremainatthesite,andanum-berofheritagebuildingshavebeenaddedthroughtheyears.

http://www.kelownamuseum.ca/

http://www.okmilmuseum.ca/

http://www.okanaganhistoricalso-ciety.org/pandosy_mission.html

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2.2.3 Strengths and Weaknesses:Kelowna has awell-developed andmanaged heritage program that requires onlyminor tweaks to evolvewith the

changingCityclimate.KelownahasbothstrengthsandweaknessesthatleadtopotentialopportunitiesoutlinedlaterintheStrategy.

STRENGTHS

• Kelowna has a rich and vibrant built and natural history that has left a tangible legacy of heritage resources

• The community has invested in and is committed to the conservation of Kelowna’s heritage

• Planning documents have been prepared such as the Heritage Strategy (1994) and the Heritage Management Plan (1995)

• A Community Heritage Commission has been established

• The Abbott Street and Marshall Street Heritage Conservation Areas have been established

• Grants for heritage home owners and education/awareness projects are available through the Kelowna Heritage Foundation

• The City has a broad range of heritage tools – such as Heritage Procedures Bylaw, Heritage Building Tax Incentive Program, Heritage Register

• City and community heritage groups have been established such as the Community Heritage Commission, the Kelowna Heritage Foundation, KSAN and FRAHCAS

• Designated Cultural District fosters

WEAKNESSES

• Current development pressures have placed heritage structures at risk

• There is a lack of communication and co-ordination between heritage and different interest groups such as tourism, First Nations, and heritage property owners

• There is a greater need for heritage education, public awareness and emotional attachment to Kelowna’s history

• There are no tax incentives for heritage homeowners and the level of heritage grants are low – and the cost of construction is rising rapidly

• There are traffic concerns in the Heritage Conservation Areas

• Heritage policies are not integrated with sustainability planning

• The Heritage Register does not recognize some categories of heritage resources such as natural and cultural landscapes and should be updated

• There are difficulties managing/funding City owned heritage properties (City staffing and budget issues)

• Lack of guidelines and funding for City to accept and manage heritage

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2.3 THE HERITAGE STRATEGY

TheCityofKelownaidentifiedtheneedtoupdatethe1994HeritageStrategyinthe2004KelownaStrategicPlantorespondtothecurrentrequirementsoftherapidlygrowingcity.CitystaffandtheCHCidentifiedthepreparationofaHeritageStrategyasapriorityitemfor2007.DonaldLuxton&AssociatesInc.wereretainedas the consultant to assist in developing the Strategy.

ThepurposeofthisHeritageStrategyistwofold:toprovideanupdatedfocuson theCity’s policies, regulations and procedureswith a community-based ap-proachforplanningandmanagementoftheCity’sheritageprogram;andtohigh-lightopportunities fornew initiativesandpartnerships.TheStrategysynthesizesinformation gathered from City residents, community stakeholders, communitygroups,theCHC,CityStaffandCouncilandseekstopromoteasharedvisionforcommunityconservationefforts.Inorderforthisplantobesuccessful,aconsensusneedstobereachedonwhatelementsoftheexistingcommunity-basedheritageprogramrequirefine-tuningandhowmoreeffectiveheritageinitiativesandaware-nesscanbedeliveredwiththeassistanceofcommunitypartnerships.TheCitywillbasethesuccessoftheheritageprogram,inpart,onthedegreeofcoordinationandcooperation thatcanbeachievedamongcommunity stakeholders throughfacilitationandcoordination.

TheKelownaHeritageStrategyrespondstoKelowna’scommunityvaluesandcurrentsituation.ThisStrategyoutlinesaprioritizedplanforthemanagementofcommunityheritageconservationpoliciesforthenexttenyears. Itanswerskeyquestions about the existing situation, defines a community vision for heritageconservation,andrecommendsanactionplanforimplementation.

WorkontheStrategybeganinNovember2006.DonaldLuxton&AssociatesInc.reviewedbackgroundmaterialandconductedthefollowingmeetings(seeAp-pendix A forfurtherdetails):

• November21,2006:InterdepartmentalStaffWorkshop,andaHeri-tageStakeholderVisioningSession

• January15,2007:CommunityVisioningWorkshop• February13,2007:PublicOpenHouse• February28,2007:FirstDraft• March20,2007:FinalDraft• March26,2007:PresentationtoKelownaCityCouncil

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2.4 THE BENEFITS OF COMMUNITY HERITAGE

Heritage conservation has many potential cultural, social and economicbenefits.Conservingheritageallowsacommunitytoretainandconveyasenseofitshistory,andprovidesaestheticenrichment,educationaswellasopportunitiestopromotesustainability.Heritageresourceshelpusunderstandwherewehavecomefromsothatwecanappreciatethecontinuityinourbuiltenvironmentfrompasttopresenttofuture.Historicbuildingsbecomelandmarksandtouchstonesforthecommunity.Keylandmarkbuildings,culturallandscapes,andheritagehomesalladdtothevibrancyandcharacterofKelowna.

There is a widely-held perception that protecting heritage property reduces propertyvalues.Studieshaveshownthatthisisnotso;ProfessorRobertShipleyoftheUniversityofWaterloolookedatalmost3,000propertiesin24communitiesacrossOntariobetween1998and2000.Hefoundthatheritagedesignationcouldnotbeshowntohaveanegativeimpactonpropertyvalues.Infactthereappearstobeadistinctandgenerally robustmarket indesignated(protected)heritageproperties.Theygenerallyperformwellinthemarket,with74%doingaverageorbetterthanaverage.Therateofsaleamongdesignatedpropertiesisasgoodorbetter thanambientmarket trends.Moreover, thevaluesofheritagepropertiestendtoberesistanttodownturnsinthegeneralmarket.

TheVancouverHeritageFoundationcompleteda researchproject in2005comparingtheassessedvalueofHeritageRegister,designatedheritageandnon-heritageproperties in fourVancouverneighbourhoods.Thestudydemonstratedthat between 1999 and 2005 the Heritage Register and designated heritagehousesincreasedinvaluealmostthesamerate(42.1%&42%respectively),whilenon-heritagehousesincreasedataslightlyslowerrate(39%).TheVictoriaHeritageFoundation has been tracking market values and assessments of 142 heritagehousesdesignatedpriorto1988.Between1988and1999thetaxassessmentsforthesehousesincreased26%fasterthanthenormfortheCity,resultinginanincreasedreturninpropertytaxesfortheCity.

• Heritage conservation allows

a community to retain and

convey a sense of its unique

history.

• A coordinated approach to

heritage planning can take

advantage of partnership op-

portunities with senior levels

of government, and engage the

private and volunteer sectors.

• Heritage initiatives have a

strong positive impact on

developing complete com-

munities and creating a vibrant

culture of creativity and in-

novation.

• The preservation of historical

sites supports other public

objectives such as sustainabil-

ity, tourism development and

education.

• Heritage conservation is

now inextricably linked with

tourism, and many regional

examples show the success

of this approach. Cultural and

heritage-based tourism is now

the fastest growing segment

of the burgeoning tourism

industry.

• Flexible heritage planning

can assist owners in retaining

historic resources.

• Other benefits of strong heri-

tage policies include creating

distinctive neighbourhoods,

preserving cultural heritage,

and providing community

identity and pride.

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Proposed Vision: Heritage Strategy 2007–2016

Kelowna will be a viable and strong community that balances growth with support for the protection of our distinctive and authentic natural, cultural and built heritage assets through: diverse partnerships; heritage incentives; and integrated and innovative approaches to heritage conservation, community development and public awareness.

2.5 COMMUNITY VALUES AND VISION WHERE DOES KELOWNA WANT TO GO?

DeterminingthesharedvaluesofthecommunitywasanessentialpartoftheHeritageStrategyprocess.Theconsultantsworkedwithkeystakeholders,commu-nitymembersandCitystafftodevelopacommonvisionforheritageconservation,whichcouldactasabasisforthedecision-makingprocess.

Anumberofpredominantcommunityvaluesemergedfromtheprogramofcommunityconsultation(SeeAppendixA):

• TheuniqueculturalandnaturallandscapesandbuiltheritageofKelowna are highly valued.

• Distinctiveheritageneighbourhoodsarevaluedbythecommunity,particularly the Abbott Street and Marshall Street neighbourhoods.

• Thereisahighlevelofinterestinbuildingalliancesbetweentourismand heritage.

• ThehistoryandpresenceoftheFirstNationsishighlyvalued.• Heritageconservationofbuildingsandlandscapesatatimeofrapid

developmentandpopulationgrowthishighlyvalued.

Thenatural,culturalandbuiltheritageofKelownadefinetheidentityofthecommunity,giveitdistinctcharacter,andcontributetotheresidents’qualityoflife.TheHeritageStrategyrespectsthesecherishedcommunityvalues,andembedstheminitsrecommendations.Throughvariousstakeholderandcommunitymeet-ings andworkshops, the following visionwasdeveloped forKelowna’s heritageprogram:

2.6 MISSION STATEMENT- HOW DO WE GET THERE?

Asanoutcomeofthecommunityconsultationandotherresearchundertak-enforthisstudy,aMissionStatementwasdeveloped,thatsupportstheimple-mentationoftheVisionforheritagemanagement:

Mission Statement: Heritage Strategy 2007–2016

The City of Kelowna will take a proactive approach to managing its heritage program more effectively, developing more heritage tools including incentives for the conservation of cultural/natural landscapes and commercial, industrial and built heritage, and fostering new partnerships and alliances with tourism initiatives, other local communities and organizations.

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3. STRATEGIES AND ACTIONS

WHAT RESOURCES DO WE NEED TO GET THERE?

The Heritage Strategy recommends the following eight high-level strategies that fulfill the Mission Statement and realize the Vision. They have been developed based on background research and stakeholder, resident and City consultation.

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Heritage Planning1. Continuetopreserveandprotectsignificantheritage

resourcesthroughtheuseofprotectiontoolsandheritageplanning initiatives.

2. EnhancetheCity’scapacitytomanageheritageresources.3. Exploreprotectivemechanismsforotherpotential

heritage neighbourhoods.4. Developaprogramofongoingmonitoringandrenewalof

theHeritageProgram.

Heritage Information5. ContinuetoidentifytheCity’ssignificantcultural

landscapes, archaeological and built heritage resources.

Heritage Communication6. Continuetoraisepublicawarenessandappreciationofthe

City’sheritageresources.

Heritage Partnerships7. EnhancepartnershipsbetweentheCityandallaspectsof

theCity’sheritage,toachieveamoreinclusiveapproachtoheritage.

8. Seek to coordinate alliances between heritage and cultural tourism.

STRATEGIES

ACTIONS

ForeachStrategy,thisplanproposesspecificActions,whicharetheprincipalinitiativesrequiredtorealizeeachoftheeightStrategies.EachActionisthenprioritizedasacomponentoftheCity’sheritageplanningandmanagementactivities.MeasuresforsuccessforthePlanning,Information,CommunicationandPartnershipstrategiesareidentifiedinSection4.2.ThisImplementationPlaniden-tifieswhoshouldberesponsibleforeachAction,themagnitudeoftheresourcesthatarerequiredandtheproposedtimelineforcompletion.ThetimelineisbasedonImmediate(0-1years),Short(1-2years),Medium(2-5years)andLong(5-10years).TheStrategywillthereforeassiststaffindevelopingannualworkprograms,andindeterminingannualbudgetrequirements.

TheStrategyconfirmstheroleoftheCommunityHeritageCommission(CHC)intheCity’sheritageplanningandmanagementactivities,andidentifiestheim-portanceofcommunity,FirstNationsandgovernmentandtourismpartnershipsinachievingthekeyheritageobjectives.

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PRESERVE AND PROTECT HERITAGE RESOURCESContinue to preserve and protect significant heritage resources through the use of protection tools and heritage planning initiatives.

1.1 Extend and expand the range of heritage conservation incentives for commercial properties listed on the Kelowna Heritage Register, including development, financial, and administrative incentives.

Thesemayinclude:• Acceleratingprocessingforheritagedevelopmentpermits• Zoningrelaxations,suchasreducingfront-,rear-,andside-yard

setbacks,permittinglandusesnotscheduledinthezoningbylaw,andpermittingadditionalheightanddensity

• BuildingCodeequivalencies• Negotiatingdensitybonusesanddensitytransfers• RevitalizationprovisionsoftheCommunityCharter

1.2 Increase annual budget for heritage grants for Heritage Register homeowners.

Thismayinclude:• Increasing the annual contribution to Kelowna Heritage

Foundation• EncouragingfundraisingbyKelownaHeritageFoundation• Exploringpotentialfortaxincentivesforimprovementsto

residencesontheHeritageRegister(undertheprovisionsoftheCommunityCharter)

1.3 Continue to develop revenue sources to assist with funding the conservation of heritage resources.

Thismayinclude:• Annualbudgetsforongoingheritageprograminitiatives,

managementandoperations• Applicationstothefundingprogramsofferedbythesenior

levelsofgovernmentincludingtheHistoricPlacesInitiativeandthe BC Heritage Branch

• Encouragingnot-for-profitgroupstoapplytotheBCHeritageLegacyFund

• ApplicationstotheBCHeritageLegacyFundforCityheritageprojects

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Main Street c.1912 [BC Archives],

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MANAGE HERITAGE RESOURCESEnhance the City’s capacity to manage heritage resources.

2.1 Adopt a City Heritage Stewardship Policy. • Promotestewardshippoliciesforthemanagementofheritage

resourcesandpromoteheritageawarenesswithinallCitydepartments.

• Protect City-owned properties on the Kelowna Heritage Registerfromdemolition.

• DevelopconservationplansforCity-ownedheritagesitesincludingappropriatelevelsofintervention.

• Develop guidelines under which the City would accept ownershipofadditionalheritageproperties.

2.2 Explore the potential for external associations to identify, improve and manage heritage resources on behalf of the City.

2.3 Ensure that the respective processes of the various municipal departments whose responsibilities overlap with heritage management matters are compatible and fully integrated with each other.

• IntegrationofPlanning&DevelopmentServicesandRecreation, Parks & Cultural Services heritage-related activities/responsibilities.

• Reviewbuildinganddevelopmentcodesandrezoningpracticestoevaluatehowtheyimpactheritageresourcesanddeterminehowtheyneedtobechangedtoincorporateavisionforheritage conservation.

2.4 Review City staffing levels and budget for heritage planning and management.

• Reviewcurrentstaffinglevelswithrespecttowhatstaffarebeingaskedtoaccomplish.

• ReviewstaffinglevelsandmandatesforheritageinotherCanadiancitiesthesamesizeasKelowna.

• AssessthecurrentbudgetallocationforheritageplanningandmanagementwithrespecttowhatstaffarecurrentlybeingaskedtoaccomplishandthisHeritageStrategy.

2.5 Adopt the Parks Canada Standards and Guidelines.• TheCityshouldofficiallyadopttheParksCanadaStandardsand

GuidelinesfortheConservationofHistoricPlacesinCanadato guide rehabilitation, preservation and restoration work affectinganyidentifiedheritageresource.TheStandardsandGuidelinesarebeingadoptedacrossCanadaastheframeworkformanagementofhistoricresources.

2.6 Facilitate heritage workshops for staff, the Community Heritage Commission, the Kelowna Heritage Foundation and Council on a regular basis in order to increase their understanding of heritage management theory and practice.

• Exploreothervolunteerassociationswithfinancialresourcestofacilitateworkshops.

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EXPLORE OTHER POTENTIAL HERITAGE NEIGHBOURHOODS Explore protective mechanisms for other potential heritage neighbourhoods.

3.1 Explore protective mechanisms to preserve selected heritage neighbourhoods.

• Otherpotentialheritageareasthathavebeenidentifiedincludethe200BlockofBernardAvenue,theNorthEndandLawrenceAvenue.Thereareanumberofwaysinwhichthespecificheritagecharacterofeachareacouldbepreservedandenhanced, including:

• Heritage Conservation Area bylaws• Heritage zoning• Otherpotentialsympatheticzoningandtoolsthatpromote

heritage conservation

3.2 Implement protective mechanisms in heritage neighbourhoods.• Onceasignificantareaandaprotectivetoolhasbeen

determinedbyStaff,theCHCandresidents,proceedwithdevelopmentofheritagecharacterstatements,conservationandmaintenancestandardsand/ordevelopmentguidelines

• BuildawarenessamongKelownapropertyownersofthepotentialbenefitsofprotectionforaheritageneighbourhood

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SKelowna Post Office

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MONITOR HERITAGE PROGRAMDevelop a program of ongoing monitoring and renewal of the heritage

program.

4.1 Monitor the implementation of the strategies and actions outlined in the Heritage Strategy.

• Once updated policies, procedures and regulations are established,itisnecessarytocontinuetomonitortheheritagemanagementprogramtoensureitsongoingeffectiveness.

• Ensurethatnewinter-governmentalprograms,suchastheHistoricPlacesInitiative,arebeingintegratedwithmunicipalpoliciesandprocedures,providingnewopportunitiesforcommunity-basedheritageincentives.

4.2 Initiate a cyclical re-examination of the Heritage Strategy.• Reviewresults,effectivenessanddirectionoftheHeritage

Strategy on an annual basis.• Itisrecommendedthatathoroughreviewbeundertakenevery

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Kelowna Fire Hall [Kelowna Museum Archives]

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UPDATE HERITAGE REGISTERContinue to identify the City’s significant cultural/natural landscapes, archaeological and built heritage resources.

5.1 Review current Heritage Register and Heritage Tree Inventories.• Review and update the Heritage Register on an annual basis.• InvestigatethevalueoftheHeritageTreeInventoriesand

whethertoupdate,startfresh,orifthereisabettermechanismforrecognizingsignificanttreesinthecommunity.

• Identifycultural/naturallandscapes,suchassignificantcliffs,historicorchardsandarchaeologicalsites,andaddthemtothecurrent Heritage Register.

5.2 Create an online heritage resource database on the City of Kelowna website with links to the Canadian Register of Historic Places.

5.3 Continue to prepare Statements of Significance as per the Canadian

Register of Historic Places for Heritage Register properties.• ReviewthemeritsofthecurrentHeritageRegisterformatto

determinewhetherallrecordsshouldbeupdatedtoalignwiththeCRHPformattostreamlinepreparingrecords.

• Cost-sharingfundsareavailablefromtheBCHeritageBranchtoupdateHeritageRegisterdocumentationtoCRHPstandards.

5.3 Continue to preserve and make available the City’s archival records and material.

• ReviewtheefficiencyoftheCity’scurrentrecordsmanagementpolicy.

• Explorewaysandfundingoptionstomakearchivalinformationmorereadilyaccessible(enhancedservices,onlineaccess)

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S.S. Aberdeen, 1894 [BC Archives]

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RAISE PUBLIC AWARENESSEnhance the City’s capacity to manage heritage resources.

6.1 Continue to update or enhance heritage information on the City’s website.

Thismayinclude:• Addingimages/mapstotheHeritageRegisterandlinkingto

‘Visitor’sectionofthewebsite• Identificationofcultural/naturallandscapes• Linkstomorewebsitesofcommunity,neighbourhoodsand

otherheritageorganizations,includingtheCanadianRegisterofHistoric Places

• Periodic reports on heritage activities

6.2 Continue to encourage and support special events and initiatives that educate, commemorate, and build emotional attachment.

Thismayinclude,butisnotlimitedto:• TheOkanaganSpringandFallWineFestivals• Garden tours• CherryandAppleFairs• Heritage Week activities• Heritage Awards• Heritageplaquesandinterpretation• Museumprograms• Heritage-related events, lectures, tours and workshops• Events at City-owned heritage properties• EncouragingFirstNationstohost/co-hosteventsontheir

history• Heritage neighbourhood tours

6.3 Continue to explore ongoing opportunities to work with the local media to promote awareness of local history and heritage issuesr.

6.4 Provide technical assistance to owners of properties on the Community Heritage Register.

Thismayinclude:• Public workshops• Design input • Informationontradesandsuppliers• Detailedinformationontheavailabilityandapplicationof

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ENHANCE PARTNERSHIPS Enhance partnerships between the City and all aspects of community heritage, to achieve an inclusive, community-based approach to heritage.

7.1 Partner with senior governments to achieve heritage preservation initiatives.

• Exploregrantsandfundingopportunities.

7.2 Seek to strengthen existing relationships with community organizations, and coordinate joint initiatives and alliances with other community organizations and agencies.

Othercommunityorganizationsmayinclude:• Tourismgroups(seeStrategy8)• Heritage property owners and neighbourhood associations• Environmentalassociations• Local service clubs• Downtown Kelowna Association http://www.downtownkelowna.com/

7.3 Initiate dialogue with the Kelowna School District #23 and UBC Okanagan to encourage educational programs that involve local heritage.

Thismayinclude:• Specialprojectsinvolvingweb-basedresearch• Developmentofheritagecurriculapackagesforgradeschool• Communityoutreachprogramsbasedonlocalhistory

7.4 Seek the participation of local First Nations in the heritage management program.

• CreatejointinitiativesthatwillincreasetheawarenessandunderstandingoftheWestbankFirstNationsinKelowna.

• InviteaFirstNationsrepresentativetojointheCommunityHeritageCommission.

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Kelowna Great War Memorial, 1926 [BC Archives]

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BUILD ALLIANCES WITH TOURISMSeek to coordinate alliances between heritage and cultural tourism.

8.1 Explore partnerships between heritage and cultural tourism organizations.

Theseincludecommunityorganizationssuchas:• TourismKelowna: http://www.tourismkelowna.com/• Okanagan Cultural Corridor: http://www.okanaganculturalcorridor.com/• ThompsonOkanaganTourismAssociation: http://www.totabc.com/• LakeCountryChamberofCommerce: http://www.lakecountrychamber.com/• AboriginalTourismAssociationofBC: http://www.aboriginalbc.com/• BritishColumbiaAgriTourism: http://www.agritourismbc.org/

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Penticton House, 1858 Abbott Street

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ThenextstageoftheStrategylooksatwhatresourcesarerequiredtoimple-menttheActionsoutlinedintheprevioussection.Itwasdevelopedinconsultationwithheritagestakeholders,theCommunityHeritageCommission,Citystaffandresidents.ThetimelineisbasedonImmediate(0-1years),Short(1-2years),Medi-um(2-5years)andLong(5-10years)implementations.PleaseseeAppendixBforadditionalfundingincentivesfortheimplementationofnewheritageinitiatives.

4. IMPLEMENTATION STRATEGY

1. PRESERVE AND PROTECT HERITAGE RESOURCES TIME LINE LEAD

ROLE COST COMMENTS

1.1Extendandexpandtherangeofheritage conservation incentives forcommercialpropertieslistedon the Kelowna Heritage Register, includingdevelopmental,financial,andadministrativeincentives.

SHORT CityStaff

Stafftimetoundertake, or contract andmanageconsultant

work.

Consistent with policy 16.1.2 in the OCP. Policy research and analysisisrequiredforcodeequivalencies,densitybonusing/transfers,revitalizationprovisionsinCommunityCharter,etc.

1.2IncreaseannualbudgetforheritagegrantsforHeritageRegisterhomeowners.

IMMEDIATE

KHFwithassistance fromCHCandStaff

$50,000per year

Recommendationfor2008annualbudgettoincreasefrom$20,000to$50,000throughincreasedallocationandfund-raisingefforts.Exploreotherfundingopportunities with Heritage Legacy FundofBCandBC2008.

1.3 Continue to develop revenue sourcestoassistwithfundingtheconservationofheritageresources.

ONGOING Staff StaffTime

Consistent with policy 16.1.1 in the OCP. Grant writing and analyzebudgetrequirementsforCity-owned heritage property maintenanceandmanagement.


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2. MANAGE HERITAGE RESOURCES TIME LINE LEAD

ROLE COST COMMENTS

2.1 Adopt a City Heritage Stewardship Policy. SHORT Staff StaffTime

FundingopportunitiesfromProvincialgovernment.Reviewguidelinesforacceptingnew sites.

2.2Explorepotentialforexternalassociationstoidentify,improveandmanageheritageresourcesonbehalfoftheCity.

SHORT

Staff,inconsultation with COHS andKHF

StaffTime

2.3 Ensure that the respective processesofthevariousmunicipaldepartmentswhoseresponsibilities overlap with heritagemanagementmattersarecompatibleandfullyintegratedwith each other.

SHORT Staff StaffTime WorkshopsandmeetingswithinCity.

2.4ReviewCitystaffinglevelsandbudgetforheritageplanningandmanagement.

IMMEDIATE Staff StaffTimeUseAppendixDasabaseforthisanalysis.Increasestaffingifrequired.2008Budgetrequest.

2.5 Adopt the Parks Canada Standards and Guidelines IMMEDIATE Staff StaffTime

2.6FacilitateheritageworkshopsforstaffandCouncil,theCHCandtheKHFonaregularbasis in order to increase their understandingofheritagemanagementtheoryandpractice.

SHORT StaffTime

AccessexistingCityfundingforemployeetrainingandconferences,and in-house library resources.ExploreHSBCfundingforworkshops.

2.7 Update heritage policies in the OfficialCommunityPlanasrequired.

ONGOING Staff StaffTime

View of Main Street, c.1915 [BC Archives]


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3. EXPLORE OTHER POTENTIAL HERITAGE NEIGHBOURHOODS

TIME LINE LEAD ROLE COST COMMENTS

3.1Exploreprotectivemechanismsto preserve selected heritage neighbhourhoods.

MEDIUMCHC and Staff StaffTime

200BlockBernardAvenue,North End and Lawrence. Public consultationrequired.

3.2Implementprotectivemechanismsin heritage neighbourhoods. MEDIUM

CHC and Staff StaffTime

4. MONITOR HERITAGE PROGRAM TIME LINE LEAD

ROLE COST COMMENTS

4.1Monitortheimplementationofthe strategies and actions outlined in the Heritage Strategy.

ONGOING Staff StaffTime Need to develop criteria to measure.

4.2Initiateacyclicalre-examinationofthe Heritage Strategy. LONG Staff StaffTime Ten year cycle.

5. UPDATE HERITAGE REGISTER TIME LINE LEAD

ROLE COST COMMENTS

5.1 Review current Heritage Register and Heritage Tree Inventories. ONGOING

CHC/Staff/

CouncilStaffTime

Provincialfundingavailable.Explorepotentialtimingofupdates.

5.2 Create an online heritage resource database on the City ofKelownawebsitewithlinkstotheCanadianRegisterofHistoricPlaces.

MEDIUM Staff StaffTime PotentialfundingfromHeritageLegacyFundofBC.

5.3ContinuetoprepareStatementsofSignificanceaspertheCanadianRegisterofHistoricPlacesforHeritageRegisterproperties.

ONGOING Staff Current Funding

Provincialfundingavailableassitesidentified.

5.4ContinuetopreserveandmakeavailabletheCity’sarchivalrecordsandmaterial.

ONGOINGKelowna Museum

Kelowna MuseumandStafftimeatminimum

Wouldrequireapartnershiptoexplore options.

Kelowna Yacht Club,1955 [BC Archives]


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6. RAISE PUBLIC AWARENESS TIME LINE LEAD ROLE COST COMMENTS

6.1 Continue to update or enhance heritageinformationontheCity’swebsite.

ONGOING Staff Stafftime Fundingopportunitiesavailable.

6.2 Continue to encourage and support special events and initiatives that educate, commemorate,andbuildemotionalattachment.

ONGOINGStaff,CHC,COHS and

KHFStafftime

FundingopportunitieswithBCArtsCouncil(ArtsNow)andBC2008.

6.3 Continue to explore ongoing opportunities to work with thelocalmediatopromoteawarenessoflocalhistoryandheritage issues.

ONGOING

CHC/ Staffandvolunteer groups

Stafftime

6.4 Provide technical assistance to ownersofpropertiesontheCommunityHeritageRegister.

ONGOING KHF N/A ExplorefundingavailablefromHeritageLegacyFundofBC.

7. ENHANCE PARTNERSHIPS TIME LINE LEAD ROLE COST COMMENTS

7.1Partnerwithseniorgovernmentsto achieve heritage preservation initiatives.

ONGOING Staff/CHC StafftimeAccessexistingCityfundingforEmployeetrainingandconferencesofferedbytheGovernment.

7.2 Seek to strengthen existing relationships,andcoordinatejointinitiatives and alliances with other communityorganizationsandagencies.

ONGOINGCHC and Staff Stafftime

7.3 Initiate dialogue with Kelowna School District #23 and UBC Okanagan to encourage school programsthatinvolvelocalheritage.

LONGCHC and Staff Stafftime

7.4SeektheparticipationoflocalFirstNationsintheheritagemanagementprogram.

MEDIUMStaffand

CHC Stafftime

8. BUILD ALLIANCES WITH TOURISM TIME LINE LEAD

ROLE COST COMMENTS

8.1 Explore partnerships between heritageandculturaltourismorganizations.

ONGOING CHC and Staff Stafftime Fundingopportunitiesfrom

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4.1 PRIORITIZED WORK PLAN

IMMEDIATE PRIORITIES (0-1 YEARS)• 1.2IncreaseannualbudgetforheritagegrantsforHeritageRegister

homeowners.• 2.4ReviewCitystaffingandannualbudgetforheritageplanningand

managementwithrespecttowhatneedstobeaccomplished,andhowsimilarcitiesofthesamesizecompare.

• 2.5 Adopt the Parks Canada national Standards and Guidelines.

SHORT TERM PRIORITIES (1-2 years)• 1.1Extendandexpandtherangeofheritageconservationincentivesfor

commercialpropertieslistedontheKelownaHeritageRegister,includingdevelopmental,financial,andadministrativeincentives.

• 2.1 Adopt a City Heritage Stewardship Policy.• 2.2Explorepotentialvolunteerassociationswhocanmanageoverload

ofheritagepropertiesownedbytheCity.• 2.3Ensurethattherespectiveprocessesofthevariousmunicipal

departmentswhoseresponsibilitiesoverlapwithheritagemanagementmattersarecompatibleandfullyintegratedwitheachother.

• 2.6FacilitateheritageworkshopsforstaffandCouncil,theCHCandtheKHFonaregularbasisinordertoincreasetheirunderstandingofheritagemanagementtheoryandpractice.

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Kelowna’s Floating Bridge, 1976[BC Archives]


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MEDIUM PRIORITIES (2-5 years)• 3.1Exploreprotectivemechanismstopreserveselectedheritage

neighbourhoods.• 3.2Implementprotectivemechanismsinheritageneighbourhoods.• 5.2CreateanonlineheritageresourcedatabaseontheCityofKelowna

websitewithlinkstotheCanadianRegisterofHistoricPlaces.• 7.4SeektheparticipationoflocalFirstNationsintheheritage

managementprogram.

LONG TERM PRIORITIES (5-10 years)• 4.2Initiateacyclicalre-examinationoftheHeritageStrategy.• 7.3 Initiate dialogue with the Kelowna School District #23 and UBC

Okanagantoencourageschoolprogramsthatinvolvelocalheritage.

ONGOING PRIORITIES• 1.3Continuetodeveloprevenuesourcestoassistwithfundingthe

conservationofheritageresources.• 2.7ContinuetoupdateheritagepoliciesintheOfficialCommunityPlan

asrequired.• 4.1Monitortheimplementationofthestrategiesandactionsoutlinedin

the Heritage Strategy.• 5.1 Review current Heritage Register and Heritage Tree Inventories.• 5.3ContinuetoprepareStatementsofSignificanceaspertheCanadian

RegisterofHistoricPlaces.• 5.4ContinuetopreserveandmakeavailabletheCity’sarchivalrecords

andmaterial.• 6.1ContinuetoupdateorenhanceheritageinformationontheCity’s

website.• 6.2 Continue to encourage and support special events and initiatives that

educate,commemorate,andbuildemotionalattachment.• 6.3 Continue to explore ongoing opportunities to work with the local

mediatopromoteawarenessoflocalhistoryandheritageissues.• 6.4Providetechnicalassistancetoownersofpropertiesonthe

CommunityHeritageRegister.• 7.1Partnerwithseniorgovernmentstoachieveheritagepreservation

initiatives.• 7.2Seektostrengthenexistingrelationshipsandcoordinatejoint

initiativesandallianceswithothercommunityorganizationsandagencies.• 8.1Explorepartnershipsbetweenheritageandculturaltourism

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HOW WILL KELOWNA KNOW

THAT IT GOT THERE?

Ongoing monitoring and evaluation is important to ensure the most efficient work plan for implement-ing Kelowna’s heritage initiatives. Tracking progress, effectiveness and costs should be done at the end of each year for each heritage initiative. This could be undertaken as part of a year-end report by City staff.

A set of performance measures should be developed to evaluate outcomes. Annual progress could then be measured against the rec-ommendations of the ten-year Ac-tion Plan, and adjustments made to each following year’s work plan.

4.2 ONGOING REVIEW Suggestedperformancemeasuresforongoingmonitoringandevaluationinclude:

HERITAGE PARTNERSHIPS MEASURES OF SUCCESS: • Improvedinformationfortouristsaboutlocalhistoryandheritagesites• Increasedculturaltourism• Increasedprivatesectorinvestmentintourismdevelopment• Increasedemploymentandeconomicopportunities• Increasedcommunitypride• IncreasedinvolvementofFirstNations

HERITAGE COMMUNICATION MEASURES OF SUCCESS: • Moreheritageinformationreadilyavailable• Heritageinformationprovidedindifferentformats• Localmediaengagedinheritageissues• Bettercoordinationamongcommunitygroupswithsimilarmandates• Increasedemotionalattachmentandprideincommunity

HERITAGE INFORMATION MEASURES OF SUCCESS: • Improvedunderstandingandappreciationoflocalheritageresources• Moreinformationavailableaboutlocalhistoryandheritage• Bettercoordinationamonggroupswithaneducationalmandate• Increasedpublicvolunteerism

HERITAGE PLANNING MEASURES OF SUCCESS: • Increasedpublicandvolunteerparticipationintheheritagemanagement

program• Cityheritagepoliciesandprogramswelllinkedtocommunity-minded

approachtoheritagemanagementprogram• Publicsatisfactionwithcommunityplanning• Improvedlocalgovernmentprocessforprocessingheritagepermitap-

plications• ImprovedconservationandmanagementofCityownedbuildings• Improvedtaxbasethroughrestoredheritagesites• Increasedlegalprotectionformoreheritageresources• Improvedenvironmentalprotectionforsignificantnatural/culturalland-

scapesandheritagefeatures• Communityprideinrestoredheritagesites• Increasedinterestincommunityinpreservingheritagehouses/commer-

cialpropertiesduetoincreasedfundingoptions• ImprovedsynergybetweendepartmentsinCity

Review Actions:• Attheendofthecalendaryear,eachheritageinitiativeshouldbemoni-

toredandassessed.Progressshouldbemeasuredagainsttheten-yearActionPlan,andadjustmentsmadetothefollowingyear’sworkplan.

• HeritageRegisterinformationshouldbeupdatedeveryyear.• Attheendof2016,theCity’sheritagegoals,prioritiesandinitiatives

should again be thoroughly re-assessed, and a new ten-year Action Plan prepared.


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TheCityofKelownaHeritageStrategywasundertakenbyDonaldLuxton&Associates Inc. in2006-2007:DonaldLuxton,Principal;LauraPasacreta,back-groundresearch,writingandcoordination;andToddBrisbin,ArtDirection.

Wewould like to sincerely thank KarlyHenney, former Planner, Policy, Re-search & Strategic Planning, and Signe Bagh, Manager, Policy, Research & Strategic Planning, forall theireffortsthatensuredthesuccessofthisproject. InadditionwewouldliketothankotherCityofKelownastaffforattendingandsupportingour various workshops, visioning session and open house, including: Mary Pynen-burg,Director,Planning&DevelopmentServices;LornaGunn,CulturalServicesManager;RonForbes,PropertiesManager,Recreation,Parks&CulturalServices;ShelleyGambacort,ActingManager,DevelopmentServices;NelsonWight,Planner,DevelopmentServices;andPatrickMcCormick,Planner,Policy,Research&Stra-tegic Planning. We would also like to thank those who attended the Stakeholder VisioningWorkshop, including:Doug Flintoft,OkanaganHistorical Society; Gor-donHartley,CommunityHeritageCommission;LorainneMcClarty,CommunityHeritageCommission;GwenCampbell,CommunityHeritageCommission;LorriDauncey,KelownaHeritageFoundation;BillScutt,KelownaHeritageFoundation;ColleenCornock,CommunityHeritageCommission; RobertHobson,Council-lor ;DavidGraham,CommunityHeritageCommission;MicheleRule,Councillor ;JulieCosgrave,KelownaHeritageFoundation;WayneWilson,CommunityHeritageCommission;ColinDay,Councillor ;PeterChataway,Architect/Stakeholder;Sha-ronShepherd,Mayor;DavidMorris,CommunityHeritageCommission.

WewouldfurtherliketothankWayneWilson,ExecutiveDirector,KelownaMuseums Society; JaniceHenry, ExecutiveDirector,CentralOkanaganHeritageSociety; and the residents, business owners, community stakeholders and themembersof theCommunityHeritageCommission,KelownaHeritage Founda-tion,CentralOkanaganHeritageSociety,theFriendsandResidentsoftheAbbottStreet Heritage Conservation Area Society and the Kelowna South Central Neigh-bourhoodAssociationfortheirparticipation.

Kelowna City Council• Mayor Sharon Shepherd• Councillor Colin Day• Councillor Andre Blanleil• Councillor Robert Hobson• CouncillorNormLetnick• Councillor Brian Given• Councillor Michele Rule• Councillor Carol Gran• Councillor Barrie Clark

FinancialassistanceforthisprojectwasprovidedbytheGovernmentofBritishColumbiathroughtheCommunityHeritagePlanningProgram.AdditionalfundingwasprovidedbytheCityofKelowna.

ACKNOWLEDGEMENTS


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APPENDIX A:COMMUNITY VALUES

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2015GROUP 1 VISION: A community that maintains / balances and encourages / supports our distinctive and authentic natural and human heritage assets through active involvement and integrated approaches to heritage conservation, community development and public awareness.

A.1 INTERDEPARTMENTAL WORKSHOP AND VISIONING SESSION

OnNovember21,2006theCityhostedanInterdepartmentalWorkshopandVisioningSessionfacilitatedbyDonaldLuxton.TheInterdepartmentalMeet-ingwasattendedbyninestaffmembers.TheVisioningSessionwasattendedbysixteencommunitystakeholdersandCouncillors.Participantsweregroupedandaskedtocreateaten-yearvisionforheritagemanagementinKelowna.Theirideasmaybesummarizedas:

• Heritage Register update• Furtherincentivesforresidentialandcommercialpropertyowners• Partnershipswithtourismandothernon-heritagegroups• Recognitionofheritagebeyondbuiltheritagetoincludeculturaland

naturalfeatures/landscapes

TheseconceptsformedthebasisfortheVisionStatementforheritageman-agementinKelowna.

Asummaryofthegroup’sworkisbelow:

Visioning SessionNovember21,2006Kelowna Heritage StrategyCityofKelownaDonald Luxton & Associates Inc.

TheVisioningSessionwasasuccess!

1.ExistingVision(from1994HeritageStrategy)

LongRangeVision:TowardtheYear2004

A desire for livable, vibrant and viable community of distinctive neighbourhoods which reflects sensitive growth through a sense of ownership, balance and harmony and where heritage conservation is integrated into everyday life. 2. Break-out Groups

DevelopanewVisionforheritageConservationinKelowna.

Group 1Elements of Heritage• Naturalenvironment/history• Humanenvironment/history• Inclusion• Accessible• Action/involvement• Expandedappreciationofdistinctiveneighbourhoods• Authentic /integrity• Preservation/conservation• Vibrant/distinctive/livable/integrated

Group 2Visioningto2016

Work on the Strategy began in No-vember 2006. Donald Luxton & As-sociates Inc. reviewed background material and conducted the follow-ing meetings.

• November 21, 2006: Interdepartmental Staff Workshop and Heritage Stakeholder Visioning Session

• January 15, 2007: Community Visioning Workshop

• February 13, 2007: Public Open House

• February 28, 2007: First Draft

• March 26, 2007: Council Presentation

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HeritageStrategyupdatesshouldconnecttoOCPreviewcycle(5yearreviews)Issues: • DevelopmentPressure• Heritage Structures at risk• Densityinfill• Who we were - helps understand who we are and strengthens the

community• Culture connection review underway right now• MoreintegrationofHeritage• Caretakersofheritageneedrecognition-ormoney• Treefruitimportance• Linearconnections-“greenways”• Waterways are our history - wetlands, natural shorelines - and public

access to these• Needtoidentifyandprotectandconservewhatisimportant.Adaptive

reuseisimportant• Public education / appreciation / awareness• Representative era

Group 3Adesireforalivablevibrantandviablecommunitythatvaluesandpreservesallaspectsofitsnaturalandbuiltheritagethrough:• strengthening the heritage network• increasingandmaintainingcommunityawarenessthrougheducation• advocatingforincreasedfinancialincentivesandsupport

Group 4Key Principles of a new vision• Makeitrelevant-connectingheritagetodailylife• Createasenseofsharedownership• Education• Partnerships-culture,tourism,heritage• LivingHeritage-treatthecityasifwearebuildingtheheritageofto-

morrow• Connectthepasttothefutureintermsoflives,peoples,economics• Diversity• Heritagebeyondthebuiltform-waterscape,iconicfeatures,agriculture,

streets, signs• Looktootherexamplesbutbeauthentic• Buildemotionalattachment

GROUP 2 VISION: Kelowna will be a vibrant and healthy community that balances growth and heritage stewardship.

A.2 COMMUNITY VISIONING WORKSHOP

OnJanuary15,2007theCityhostedapublicCommunityVisioningWork-shop to discuss pertinent issues regarding heritage in Kelowna. Groups were formedtocomeupwithaVisionforthenexttenyears.Theirideasandasum-maryoffeedbackformsaresummarizedbelow:

Community WorkshopJanuary15,2007Kelowna Heritage StrategyCityofKelownaDonald Luxton & Associates

CURRENT VISION: A desire for livable, vibrant and viable community of distinctive neighbourhoods which reflects sensitive growth through a sense of ownership, balance and harmony and where heri-tage conservation is integrated into everyday life.

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Break-out Groups:DevelopanewVisionforheritageConservationinKelowna.

Group 1• Public awareness and education• Tourismtotieheritagetosocio-economicsituation• Walking and driving tour brochures• Cultural District and wine tour opportunities• OpportunitywithOlympics-worldmediastories• Bringheritagehomeownerstogether• Whatqualifiesasa“heritagebuilding”• Intangible heritage• NaturalHeritage-hillsides,grasslands,lakefront,creeks• Storiesoflandscape/people• FirstNations• Heritageresourceclearinghouse/library-cityreference• Streetcalming-neighbourhoods• Recognitionofneighbourhoods

Group 2• HeritagecommitteefundedbyKelownataxes• Increaseawarenessandprofileofheritage• Significantnaturalfeaturesidentifiedandpreserved• Education on heritage in Kelowna• Preserve agricultural resources and water resources• Policiesthatencouragesustainabledevelopment,supportbuiltandnatu-

ral heritage• Changes today to preserve current downtown heritage inventory -

down zoning to 2 stories• Implementationofdowntownplanandheritage• Improvecurrentheritageareas• Improveaccesstoheritageinfooninternetanddevelopandenhance

web delivery• Beavibrantheritagehomeownerspreservationsociety-forimplement

ofpreservation-increaseresources• Update tree inventory - including private property• Preservationand/oradaptivere-useofindustrialheritage• EnacttaxincentivesforHeritagedesignationforallheritageproperties

- not only revenue properties. • Heritage conservation in Bernard, Lawrence and North end. • Increasetaxincentivesforresidentialuseofcommercialbuildingin

downtown.• Noticeprovidedtoneighbouringhomeswithin100metresofapplica-

tionsfordemolitionofheritageregisteredpropertieswithinKelowna.

Group 31. Get partnerships developed between:

• City - Cultural District• Communityheritagecommission• Museumsociety• Heritage society• Historical society

GROUP 1 VISION: In 5-10 years, Kelowna will recognize, promote, maintain and enhance its authentic, tangible and intangible heritage.

GROUP 1 MISSION:• Promotion - fostering

partnerships and community pride, festivals and events

• Recognize history of Kelowna in names/naming

First Nations language - traditional

• Property tax break to heritage home owners

Incentives for conservation and restoration

Awareness of existing programs

• Interpretive signage - i.e. waterfront, greenways,

• New technology to entertain and educate

• Connect organizations through one website (Tourism)

GROUP 1 OUTCOMES: - Increased community pride• Increased heritage building

homes• Connected heritage networks

and communities• Increased tourism• Increased reorganization of

people and stories• Increased publications - i.e.

coffee table book

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• Neighbourhood association• Public-at-large• Tourismmedia-brochureetc.

2.Fundstoassist,taxincentivescanbeusedtogenerateawarenessandpreser-vation.

3.Heritagecommunitythatattractsapositiveprofile-abenefittoentirecom-munity.

Group 4VISION:- More distinctive neighbourhoods/conservation• Createvalueforownerofpropertyi.e.taxbreaks,protectinganeighbour-

hood or property• Creating awareness• Increasedcoordinationwithingroupsi.e.specialdepartmentwithincity/or

increase resources to an existing group• Preservationoflands• Adaptive re-use• Qualityrestoration

MISSION:• Support property owners• Streamlineapproach OUTCOME: -Awareness:Plaques/info• More publicity• Knowtaxincentives,grants,etc,andmakethismorepublic• Incorporatedhistoryintotourism.

Group 5VISION:

• Creating heritage awareness• Sidewalkplaquesandsignage• Heritagesignageinheritageareasfurniture,streetlights• Trafficcalming• CompleteregistryofallhomesinKelowna-outsideheritageareas• Tax incentives• Additional heritage streets i.e. Lawrence, Bernard• Amalgamatingsocieties• Zoning security• Greater Heritage protection• Sustainable heritage conservation• Compatiblewithexistingheritagecharacter-carriagehouses,infills,addi-

tions• Citystaffasadvocatesofheritage• Nohighrisesincitypark-nolossofbeachfrontpark.

OUTCOME: • More livable city• Increasedtourism

Group 6VISION:• Strengthen support for

building on the register• Provide incentives for

preservation

MISSION: • Workshops how to workshop introduce craftsmen• More funding from source

OUTCOME:• Appreciation of our past our

architecture• Awareness and enthusiasm

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1. What do you value most about Kelowna’s cultural heritage?• Thefactthatittellsusaboutthepast.Ifasocietyisn’tremindedabout

wherewecomefrom,itwillloseitswayinthefutureandlackdirection.• The landscape i.e. sandy beaches, lake hillsides/ridges and horticulture Thebuildings-mid1860stopresent Thepeople(stories) Thefoodandcleanair• Theheritagehomesandbuildings• I value heritage building like Benvoulin Heritage Church and the Laurel.

Ivalueinstitutionslikethemuseumsandhistoricsites.Ivaluethenon-profitorganizationswhoworkonbehalfofheritage.Ivalueheritagehomesandneighbourhoodsandlastlyoralheritage-thestories.

• Earlypioneersandfounders(original)oftownsite.• City Parks - Strathcona, Wardlaw and Knowles House and Park, Guisa-

chan, Benvoulin and Grist Mill 200BlockofBernardAvenue-hopefullymorerestorationcanbedone Designated Heritage Conservation Areas - surviving orchards

2. What is most important to you for Kelowna to achieve for heritage in the next five to ten years? / What does success look like to you?• Theretentionoftheheritagebuildingsdowntown!!Theretentionand

protectionofheritagehouses.TheprotectionoftreesintheHeritageTree Inventories.

• Stopbuildingdemotionswithoutpublicreviewprocessandauthoriza-tions

Downzone2blocksofBarnardAvenueto2storeysfrom6storeys Expand conservation areas to include Bay Avenue, North and ad Ber-

nard/Lawrence Avenues. • Protect heritage buildings HeritagebuildingimprovedandshowcasedandNOTtorndownbutleft

intact and restored. • Therearealotofgoodindividualsandgroups.Oftenworkinginisola-

tion.Acoordinatedapproach.Onecentralclearinghouseforheritagerelatedissues.ThisworkcouldeitherbeundertakenbytheCityofcon-tracted out an organization like COHS.

• Creatingvalveintermsoffundingandusageforheritageownersasincentives to preservation.

• ChangingattitudesofplannersandCityCounciltoappreciatewhat’sleftinthecity.Encourageadaptivere-usebeingmoresensitivetosurround-ingneighbour’sroadsandstreetscapes.MoretrafficcalmingtoAbbottStreet conservation as well as Lawrence.

Heritage Workshop Feedback FormJanuary15th,2007Donald Luxton & Associates Inc.

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3. Whatdoyouthinkarethetopissuesforheritagecurrently?

• Sustainabledevelopmentthatincorporatesheritageresourcesbothnaturalandbuilt.Taxbreaksandothermon-etaryincentivestomakeitfinanciallyworthwhileforindividualstorestore/retainheritagehomes!

• Lackofpublicawareness Needmorestaffsupportincludingbuildingpermitdepartmentandrealestatedept. Increasebudgetsandincentiveprogramstoprotect/commemorateheritage.• Lackoffundingforrestorationandpreservation.• Thepreservationandadaptivere-useofheritagebuildings. Havingaclearpathanddirectioninthiscurrentconstructionboom.Supportingthosewhoworkinheritage-be

theyorganizations,businessesandhomeowners,withtaxincentivesbylawsupport,grants,technicalandmoralsupport.

• Fundingrenovationsandimprovementsonbuildings.• Co-operationbetweenneighbourhoodassociationsfromplannerandCouncil.Money-likeLuxtontoencourage

keepingsignificantbuildingandcityareasbeforeeverythingistorndown. Trytoemphasizetouristvalueofheritage-oldisbeautiful.

4. What do you think Kelowna needs in order to be successful?• Apotentialcommitmentatthemunicipalleveltoconserveandvalueheritagebuildings.Apubliceducationpro-

gramtoillustratethesocialandeconomicvalueofpreservingbuilt,naturalandculturalsites.• Securedheritagebuildingsthroughmorevoluntarydesignations. Moresignificantprivateopenspaceconservationcovenants Interpretationandinformation(signage)ofhistoryandareas• Promoteheritagetotourists Stopdestroyingheritagehomeandbuildings-strongerstancetakentopreventthishappening. KeepthetransientsoutoftheHeritageDistrictandreducecrime.• Plan the work and work the plan Thisworkshopisagreatfirststop.TheHeritageStrategy-excellentandneeded. Decidingonthebestapproachto“WorkthePlan”Cityofcontractedtoacommunitybasedorganization.• Taxdollarsallottedtorenovationsandimprovementstobuildings.• Lessemphasisonbigboxstores-cutsoutsmallbusinessandlossofthesebusinessesinourneighbourhoods. Cityisbecomingatrafficnightmare-2crossingneeded. Donothave1-waystreets-ruiningneighbourhoods-becomespeedroads.

5. What else to you want to tell us about getting direction for heritage programs? Please identify and explain. • IwouldliketoreinstatetheimportanceofSUBSTANTIALmonetaryincentivestotheownersofheritagehomes

andotherbuildings-eventhosewithoutarevenueproducingcomponentthatistheKEY!!• Start-upfundingtoformaHeritageHomeownerPreservationSociety.• PlaquesondesignatedheritagebuildingssopeoplecanreadthemwhilewalkinginAbbottStreetConservation

Area or downtown. • Encourageawarenessorgrantsforrenovationsofolderhomes. Educationinschoolsinordertobringmoreappreciation. Workwithownersofthe1stBlockofBernardtorestorestorefronts Playuptourismvalueofwalkingandsightseeingthisoldneighbourhood.

6. Do you have any comments or suggestions about today’s workshop?• Verywellorganized,althoughgiventheinclementweatheritwouldhavebeenniceifparticipantstohaveknown

thatitwasintheintheRehearsalRoom,astherewasalotofunnecessarywalkinginslippery/coldconditions.• Short but sweet, appreciated, well-attended Needsfollow-throughtoimplementnewideas.• Itwasagreatworkshop.Shouldhavemoreofthem.• IwouldliketohaveseenamajorityofCouncillorsattending.WouldlikeCouncillorstohear1sthandinformation

aboutagrowingdiscontentforinfilldensificationandtraffic.

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A.3 PUBLIC OPEN HOUSE

On February 13, 2007 the City hosted a public Open House at the Laurel Packinghouse. Display panels provided the Vision, and recommended strategies and actions of the draft Heritage Strategy. The Open House was well-attended: 26 people signed the sign-in sheet, with approximately 30 people attending overall between 4 pm and 7 pm. Participants were asked to review the recommendations of the Heritage Strategy and provide comments on a questionnaire. All comments received were positive. Participants also provided their comments on the proposed prioritization of the Strategies and Actions, and these comments were considered in the development of the Strategy.

1. DoyousupporttheproposedcommunityVisionfortheHeritageStrategy?

• Strongly support - 9• Support - 2• Donotsupport-0-Comments-Mostrulesareonlyguidelines.Thereshouldbeheritage

LAWSwhichareenforcedwithseverepenalties.-ThereisverylittleHeritage(Buildings,Trees,environment)inKelownaso

we need to preserve everything we have got including Collett House. LosingthePostOfficeisadisgraceaswellasothergrandhomesonPandosy

2. DoyousupporttheproposedstrategiesforCityofKelownaheritagemanagement?

• Strongly support - 9• Support - 2• Donotsupport-0

- CommentsProtecttheColletthouseasshowninthepictureinStrategy 8 panel.

- Weneedacityplanningstaffmemberwhoisresponsibleforheritageandwhosejobisatleast50%timecommitmenttothisarea.

3. WhatstrategiesdoyoufeelarethemostimportantforKelowna?

• HighestPriority-1(3votes),2(1),3(1),6(2),AdoptionbyCouncilwithfundingattached,Communicationtocitizenstoenlargeawareness,Taxreliefformaintainingasignificantbuilding,Citystaffdesignatedtoheritage

• SecondPriority-1(1votes),2(2),4(1),5(1)Fulltimeheritageplanner,moremoney,makeheritageareashighpriority,Bernard-Lawrenceareadesignated,

• ThirdPriority-1(1vote),3,(2),6(1),7(1),Heritagecommunication- Comments-PayattentiontothecapacityKelownacantake

-growthseemstobedemolishingthenaturalbeautyofwhatoncewas‘countryside’.Sowherewasthevision?Whywasn’t

Open House Feedback FormFebruary13th,2007Donald Luxton & Associates11formssummarized

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thisbroughttovote?- SavetheCollettasisanespeciallyINTERIORinthesameplace

4. DOyouhaveanycommentsorsuggestionsabouttoday’sopenhouse?

• Planning and study appear to have been thoroughly done• Panel2-Strengths-WhereisCOHS-notincludedandisaninfluential

andeffectivegroup.• Couldhavehadatableandchairsforsitting,writing,discussing.Itwas

good otherwise. • Donald Luxton & Assoc. did a good report• Excellentpresentationbutthepresentationmighthavecontainedthe

materialarchitecturefortheattendees• Wellpresentedinfo• Verygood

5. Pleasetellusaboutyourowninterestinourcommunity’sheritage.Areyou:(checkallthatapply) • A Heritage Register / protected heritage property / Heritage Conserva-

tionAreaowner/occupant?5• Apropertyowner?7• Abusinessowner?1• Along-timeresident(>5years)?10• Anewresident(<5years)?0

6. Doyouhaveanycommentsorsuggestionsabouttoday’sworkshop?

TherearehousesonFuller,Clement,Stockwellthatarealmostasoldasmine,mineis103yearsoldonPandosy.Theyarenotintheregisters.Couldtheybeputon?Myhouse,2127Pandosyisflankedbylandlord-ownedcouldn’tcare-lesshouses, i.e. 2121 Pandosy, 2131 Pandosy and the houses which back onto the alleyentrance.Onewasinafire2yrsago.Thegaragedoorstillnotfixed-acompletemessand6-plexbesidenotmonitoredbythelandlord.It’sdis-hearteningtobetakingapridinginmyhouseandhavethesquattersaround.Ifyoucanhelp,great.

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APPENDIX B:FUNDING OPPORTUNITIES

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APPENDIX B: FUNDING OPPORTUNITIES

Entity Grant Granting Institution For Amount DescriptionApplications

DueMore Information

Federal Catalyst Program Arts NowHeritage organizations (Non-

profit), local governmentNot specified

Investment for initiatives undertaken by heritage organizations - alone or in partnership - to build their organizational and/or artistic capacity

JuneProgram under review but may resume 2007. http://www.2010legaciesnow.com/Content/ArtsNow/2006/Catalyst.asp

Federal Innovation Program Arts NowHeritage organizations (Non-

profit), local governmentNot specified

Investment for initiatives undertaken by heritage organizations and communities, alone or in partnership, to create new opportunities for people to engage in sustainable and transformative arts and cultural activities

JuneProgram under review but may resume 2007. http://www.2010legaciesnow.com/Content/ArtsNow/2006/Innovations.asp?langid=1

FederalNew Media Research and Development Initiative

Canadian Culture Online Heritage organizations Not specified To advance digital cultural content May 1 www.canadianheritage.gc.ca/ccop-pcce

Federal Partnerships Fund Canadian Culture Online Heritage organizations Not specifiedTo assist partnerships between organizations via the internet

Fall www.canadianheritage.gc.ca/ccop-pcce

FederalCommunity Memories Program

Canadian Heritage Information Network (CHIN)

Museums Not specified To develop online local history exhibitsAnnual Call for

ProposalsToll-free: 1 800 520-2446

Federal ArtsPOD Centre for SustainabilityHeritage organizations (Non-

profit)Up to $10,000 To assist long-term organizational stability March 2

http://www.centreforsustainability.ca/programs/ArtsPOD.html

Federal Aboriginal Housing CMHC First Nations Not specifiedPrograms and services to help house First Nations in Canada

Not specified http://www.cmhc-schl.gc.ca/en/prfias/index.cfm

FederalResidential Rehabilitation Assistance Program (RRAP)

CMHC Heritage home owners Not specifiedA number of projects to aid low-income residents to live in affordable housing

Not specified http://www.cmhc-schl.gc.ca/en/prfias/index.cfm

FederalCanadian Arts and Heritage Sustainability Program

Department of Canadian Heritage

Non-profit heritage associations Not specifiedTo aid sustaining non-profit associations or funding endowment or specific projects.

Not specifiedhttp://www.pch.gc.ca/progs/pcapc-cahsp/index_e.cfm

Federal Canadian Memory FundDepartment of Canadian Heritage

Federal Institutions Full amount To provide funding to display key Canadian collections online

Annual Call for Proposals

www.canadianheritage.gc.ca/ccop-pcce

Federal Celebrate Canada!Department of Canadian Heritage

Private or public sector Not specifiedTo provide funding for multiple Canadian holiday celebrations

February 28http://www.canadianheritage.gc.ca/special/canada/index_e.cfm

Federal Gateway FundDepartment of Canadian Heritage

Projects in association with First Nations or Ethnocultural

communitiesNot specified To further develop cultural content for the internet

Annual Call for Proposals

www.canadianheritage.gc.ca/ccop-pcce

FederalMovable Cultural Property Grants Program


Museums, archives Tax incentivesTo provide tax incentives to encourage Canadians to donate or sell objects to heritage institutions

No datewww.canadianheritage.gc.ca/progs/mcp-bcm/mcp_e.cfm

FederalMuseums Assistance Program (MAP)


Museums Not specified Financial assistance to museums November 1 http://www.pch.gc.ca/progs/pam-map/index_e.cfm

Federal Young Canada WorksDepartment of Canadian Heritage

Museums, general cultural heritage sector

Not specifiedPartial funding of university students for summer heritage work

February 28http://www.pch.gc.ca/special/ycw-jct/html/welcome_e.htm

FederalCommercial Heritage Properties Heritage Incentive Fund

Parks CanadaHeritage commercial property

ownersNo specified

Designed to award financial incentives to eligible commercial historic places listed on the Canadian Register of Historic Places

Anytime

Program is currently not accepting applications. See website for more information. http://www.pc.gc.ca/progs/plp-hpp/itm1-/plp-hpp2c7_E.asp

APPENDIX B: FUNDING OPPORTUNITIES

Entity Grant Granting Institution For Amount DescriptionApplications

DueMore Information

ProvincialCommunity Heritage Context Planning

Heritage BranchLocal Government, First Nations,

Post-secondary Institutionsup to $10,000

To assist in preparing Heritage Strategy, heritage policies for the OCP, Heritage Register, Archaeological Overview

Anytime - but projects

completed by March 31

http://www.tsa.gov.bc.ca/heritage_branch/planning_programs/planning_programs.htm

ProvincialCommunity Heritage Registers Program

Heritage Branch Local Government up to $20,000Supports development of Heritage Registers by the local government.




ProvincialConservation and Feasibility Planning Program

Heritage Branch

Local governments, First Nations bands, registered non-profit

societies, school districts, post-secondary institutions, provincial crown corporations and regional

health authorities

up to $10,000Supports conservation or feasibility plans for historic places




ProvincialImplementation Planning Program

Heritage BranchLocal Government, First Nations,

Post-secondary Institutionsup to $20,000

Supports preparation of plans to achieve priorities identified in Heritage Strategy




Provincial Strategic Planning Program Heritage BranchLocal Government, First Nations,

Post-secondary Institutionsup to $10,000 To assist with developing Heritage Strategy




Provincial Heritage Legacy Fund HSBC Any heritage projectUp to $10,000 for heritage

awareness and up to $25,000 for conservation projects

To provide funding for community based initiatives Anytime http://www.heritagelegacyfund.ca/

ProvincialHeritage Society of BC (HSBC) Grants

HSBC Anyone involved in heritage Up to $2,000 To provide funding for Heritage Workshops Anytime http://www.heritagebc.ca/

Provincial BC2008 - Spirit SquaresMinistry of Tourism, Sport and the Arts

Outdoor plaza in a community Not specified To provide funding to revive outdoor public spaces February http://www.spiritsquares.gov.bc.ca/program_description.html

ProvincialBC2008 - Towns for Tomorrow

Ministry of Tourism, Sport and the Arts

Small towns in need of a capital project

up to $400,000To provide cost share funding to build new capital projects such as museums in small towns

February http://www.townsfortomorrow.gov.bc.ca/program_description.html

Private Various Bronfman FoundationHeritage organizations (Non-

profit), organizationsNot specified Various grants to aid heritage projects Open http://www.bronfmanfoundation.org/index.html

Private n/a The Land Conservancy Heritage sites Not specifiedA charitable Land Trust that purchases and conserves heritage and natural sites

Not specifiedhttp://www.conservancy.bc.ca/index.asp?section=home

Private Sustainable Tourism Grant Transat Heritage sites or tourism Up to $50,000To start-up, implement or maintain a sustainable-tourism project.

May 18, 2007 http://www.transat.com/en/

PrivateBC Arts Renaissance Funds - Endowment Match Program

Vancouver Foundation Non-profit heritage associationsUp to $350,000 per year

matched funding

An endowment and development fund to assist non-profit arts and culture organizations to build permanent endowment funds by providing matching grants

Anytimehttp://www.vancouverfoundation.bc.ca/GrantInformation/BCRF/BCRF.shtml


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C.1 HISTORIC PLACES INITIATIVE

In2000, theDepartmentofCanadianHeritageandParksCanadabeganawide-rangingseriesofconsultationsonthebestmeanstopreserveandcelebrateCanada’shistoricplaces.Theseconsultationshaveresultedabroadbasedstrategy,the Historic Places Initiative,whichisthemostimportantfederalheritagecon-servationproposalinCanada’shistory.AsofMay2,2001,theFederalGovernmentmadethefinancialcommitmenttofundthedevelopmentoftheseinitiatives.Theserapidlyevolving initiativesmayhave significant implications foranumberof theheritage resources in Kelowna.

TheHistoricPlaces Initiatives(HPI) isanationalpartnershipconsistingofanumberofinterrelatedelements.ThisincludesanumberofinitiativesincludinganationalheritageregistercalledtheCanadianRegisterofHistoricPlaces(CRHP),comprehensiveconservationstandardsandguidelinesforhistoricplaces,andacer-tificationprocessforprojectapproval.TheCRHPisasearchabledatabasecontain-inglistingsofhistoricplacesoflocal,provincial,territorialandnationalsignificance.Anhistoricplacemaybeastructure,building,groupofbuildings,City, landscapeorothertypeofsignificantplaceinCanada.CanadianRegisterlistingswilleventu-ally includegrainelevators, theatres,churches,gardens, fortresses,archaeologicalsitesandheritagedistricts,amongmanyotherplaces,representingthebreadthofhistoricplacesfoundinCanada.ThepurposeoftheCRHPistoidentify,promoteandcelebratehistoricplacesinCanada.Italsoprovidesavaluablesourceofeasilyaccessibleandaccurateinformationforgovernmentauthorities,landuseplanners,developers,thetourismindustry,educators,researchers,heritageprofessionalsandthe public.

AnotherintegralpartofHPIisthedevelopmentofStandards and Guidelines for the Conservation of Historic Places in Canada.Thisrecentlycompleteddocument,preparedbyParksCanadatoserveasthefederalstandardforthetreatmentofheritageresources,hasbeenadoptedbytheProvinceofAlberta.AProjectCertifi-cation Process has been designed to ensure that the incentives are awarded to eli-giblehistoricplacesandthattheworkthatisundertakencomplieswithapprovedstandards.The2005 federalbudget renewed thegovernment’s commitment toHPIforanotherfiveyearsoffunding.


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APPENDIX D: HERITAGE CONSERVATION

IN BRITISH COLUMBIAD.1 PROVINCIAL ENABLING LEGISLATION

Prior to 1994 there were two provincialActs that most directly enabledmunicipalheritageconservation initiatives,theHeritage Conservation Act and the Municipal Act.ThesetwoActs,andanumberofothers,wereamendedthroughthe Heritage Conservation Statutes Amendment Act 1994. In addition to existing procedures,the1994changestotheMunicipalActenabledmunicipalitiestobet-terintegrateheritageconservationactivitiesintothemainstreamofdevelopmentandcommunityplanning,definingnewproceduresformorepowerfulregulations(HeritageConservationAreas,CommunityHeritageCommissions, heritage sitemaintenancestandards,treeprotection,etc.)andheritageincentives(taxexemp-tions, an expanded legal protection toolkit, consolidated approvals for heritagerehabilitation work, etc.)

Heritagetoolsarereferencedinanumberofotherprovincialacts,suchastheLand Titles Act(whichenablescovenantstoberegisteredonlandtitles),butthemajorityofthetoolsthemunicipalityisliabletouseintheconservationofheritageresources are now enabled under the revised Local Government Act.

LOCAL GOVERNMENT ACTUnder the Local Government Act,alegalframeworkandfoundationisprovided

fortheestablishmentandcontinuationoflocalgovernmentstorepresentthein-terestsandrespondtotheneedsoftheircommunities.Localgovernmentsareen-abledwiththepowers,dutiesandfunctionsnecessaryforfulfillingtheirpurposes,includingstewardshipofitspublicassets,andtheflexibilitytorespondtothedif-ferentneedsandchangingcircumstancesoftheircommunities.Themunicipalityisempoweredtoregulatezoning,controlsubdivisions,buildingby-laws,maintenanceandoccupancyby-laws,andanumberofotherregulatorycontrols,basedonanOfficialCommunityPlan.

Mostofthetoolsthatthemunicipalitywillusetoprovideincentivesandregu-lationsfortheheritageprogramareenabledunderthisAct,andthemunicipalitydoesnotneedtopassadditionalbylawstotakeadvantageofthem.Thelegisla-tivetoolsavailabletothemunicipalityaresummarizedinAppendix D.2: Heritage Conservation Toolkit.Furtherinformationonthe1994legislationisavailableinaprovincial publication, “Heritage Conservation: A Community Guide.”

HERITAGE CONSERVATION ACTThepurposeofthisActistoencourageandfacilitatetheprotectionandcon-

servationofheritagepropertyinBritishColumbia.ThisActismostrelevantwhendealingwitharchaeologicalissues,themanagementofwhichremainsaprovincialjurisdiction.Theprovincemayenter intoa formalagreementwithafirstnationwith respect to the conservation andprotectionof heritage sites andheritageobjectsthatrepresenttheculturalheritageoftheaboriginalpeoplewhoarerep-resentedbythatfirstnation.Ownersofidentifiedarchaeologicalsitesarerequiredtoconformtoprovincialrequirements.


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COMMUNITY CHARTERThe Community Chartercameintoeffectin2004,andprovidesmunicipalities

withaframeworkforlocalactivitiesandservices.Thislegislationappliestoallmu-nicipalitieswhosecorepowerswerepreviouslyfoundinthe Local Government Act, andreplacesthetraditionofprescriptivelegislationwithenablinglegislationthatallowsmunicipalitiestobeinnovativeinmeetingtheneedsoftheircommunities.The Charter givesmunicipalitiesbroadpowers to regulateactivitieswithin theircommunities,includingtaxinitiativesforrevitalization.

AGRICULTURAL LAND COMMISSIONTheprovincialAgriculturalLandCommission(ALC)isanindependentCrown

agencydedicatedtoprotectingthescarcesupplyofagriculturallandthatisimpor-tanttothecurrentandfutureneedsofBritishColumbia.TheAgricultural Land Com-mission Actsetsthelegislativeframeworkfortheestablishmentandadministrationoftheagriculturallandpreservationprogram.TheALCencouragestheestablish-mentandmaintenanceoffarms,toprovideabasisforasustainableeconomyandasecuresourceoffood.TheCommissionalsoconductslanduseplanningwithlocalcommunitiesandgovernmentagencies,andadjudicatesapplicationsfortheuseoflandintheAgriculturalLandReserve(ALR).ItisresponsibleforadministeringtheAgricultural Land Commission Act and the Soil Conservation Act. In addition, a Farm Practices Protection (Right to Farm) Act was passed in 1995/1996.

TheAgriculturalLandReserve(ALR)isaprovincialzoneinwhichagricultureisrecognizedasthepriorityuse.Farmingisencouragedandnon-agriculturalusesarecontrolled.TheALRcoversapproximately4.7millionhectares.Itincludespri-vateandpubliclandsthatmaybefarmed,forestedorvacantland.Intotal,theALRcomprisesthoselandswithinB.C.thathavethepotentialforagriculturalproduc-tion. The Agricultural Land Reserve takes precedence over, but does not replace otherlegislationandbylawsthatmayapplytotheland.Localandregionalgovern-ments,aswellasotherprovincialagencies,areexpectedtoplaninaccordancewiththeprovincialpolicyofpreservingagriculturalland.

The Farm Practices Protection (Right to Farm) ActiscomplimentarytotheALRfarmlandpreservationprogram.ThisAct,whichcameintoeffectin1995,gavelo-calgovernmentbettertoolsformanaginggrowth,andmovedlanduseplanningforagricultureintothemainstream.FarmersweregiventherighttofarmintheALRandonlandzonedforfarmuse.TheActprotectsfarmersthatareusingnormalfarmpracticesfromnuisancelawsuitsandnuisancebylawsoflocalgovernments.TheActalsoestablishesaprocesstoresolveconcernsandcomplaints.

TheAgriculturalLandCommissionhasdemonstratedanincreasedwillingnesstonegotiateoverheritageissues.ThisisapositiveindicationthattheCommissionwillconsiderproposalstosaveheritagestructuresaslongasthereisonlyminorimpactonagriculturalproduction.


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D.2 HERITAGE CONSERVATION TOOLKIT

TheHeritageConservationToolkitliststhelegislativetoolsavailablebefore,duringandafterapermitapplicationismade.Forfurther informationpleasereferdirectlytotherelevant legislation(RevisedStatutesandConsolidatedRegulationsofBritishColumbia).WebSite:http://www.qp.gov.bc.ca/statreg/

TOOLS THAT NEED TO BE IN PLACE BEFORE NEGOTIATION:• Official Community Plan (Local Government Act) Setsoutthemunicipality’sintentfordevelopment.Statesoverallgoalsforheritageconservationandcanalso

include heritage area designations.

• Zoning and Development Bylaws (Local Government Act) Outlinetheexistinggeneralrequirementsforsitedevelopment.

• Development Permit Controls (Local Government Act) GivespecificrequirementsforareasdesignatedasDevelopmentPermit Areas.

• Heritage Conservation Areas (Local Government Act) ThemunicipalitycandefinespecialareasintheOCPtoprovidelong-term protection to distinct heritage areas.

• Community Heritage Register (Local Government Act) Themunicipalitycanestablishanofficiallistingofpropertiesdefinedashavingheritagecharacterorheritagevalue.

Thiscanactasthebasisfortheofferingofincentives.

• Heritage Zoning (Local Government Act) Azoningschedulecanbetailoredtopreservethecharacterofaheritagesiteorarea.

• Community Heritage Commission (Local Government Act) AllowsforanexpandedtermsofreferencefortheexistingCommission,andtheestablishmentofnew

commissionsforotherpurposes.

• Heritage Procedures Bylaw (Local Government Act) ThemunicipalitycanenactaBylawthatestablishesthemunicipality’sproceduresandguidelinesforheritage

conservation.Thisbylawmayalsodelegateauthoritytoanofficerorauthorityforthenegotiationofheritageissues.

• Heritage Site Maintenance Standards (Local Government Act) Themunicipalitycanenacta‘HeritageSiteMaintenanceStandardsBylaw,’thatestablishesthemunicipality’s

minimumrequirementsforthecareandmaintenanceoflegallyprotectedheritageproperties.

• Reservation and Dedication of Municipal Property (Local Government Act) Themunicipalitycancommittothelong-termprotectionofpublicproperty.Althoughpreviouslyenabled,thereis

new scope added to this tool. • Administrative Procedures:

o Priority Routing Themunicipalitycaninstituteapolicyofexpeditingapplicationsinvolvingidentifiedheritageresources.o HeritageAwarenessPrograms Themunicipalitycancontinuetomakethepublicawareoftheimportanceheritageresourcesthrough

educationprograms.

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o CommemorationandInterpretation Themunicipalitycanprovideforcommemorationand/orinterpretationofhistoricsitesorbuildings.Thisisnot

theequivalentofdesignation.o ComplementaryPublicWorks Themunicipalitymaycommittopublicworksthatcomplementthecharacterofheritagesitesorareas.

TOOLS AVAILABLE DURING NEGOTIATION:• Financial Incentives

o FinancialAssistance(LocalGovernmentAct) Directmonetarygrantscanbeofferedinexchangeforheritageconservation.o TaxIncentives/Exemption(LocalGovernmentAct) Fullorpartialtaxexemptionsforuptotenyearscanbeoffered.

• Development/Zoning Incentiveso HeritageRevitalizationAgreements(LocalGovernmentAct) Thisispotentiallythemostusefulnewconservationtool,andhasbeenwidelyusedbyothermunicipalities.

Thisallowsforavoluntarynegotiatedagreement,whichmayvarybylawandpermitconditions.Ifuseanddensityarenotvaried,aPublicHearingisnotrequired.Thisisconsideredaformoflegalprotection.

o HeritageConservationCovenants(LandTitlesAct) Allowsforthenegotiationofacontractualagreementwiththeowner,thatisthenregisteredontheLandTitle.

Thismaynotvarysiting,useordensity.Thisisconsideredaformoflegalprotection.o BuildingCodeEquivalencies BuildingsidentifiedonaninventoryorHeritageRegisterareeligibleforbuildingcodeequivalenciesunderthe

BC Building Code.o HeritageDensityBonuses(LocalGovernmentAct) Increasesindensity,althoughpreviouslyavailable,maynowbeachievedmoreeasilythroughaHeritage

RevitalizationAgreement.o TransferofDensity(LocalGovernmentAct) Althoughpreviouslyenabled,maynowbeexpeditedthroughnegotiatedagreements.o DevelopmentVariancePermits(LocalGovernmentAct) Allowfordevelopmentrequirementstobevariedorwaived.o HeritageDesignation(LocalGovernmentAct) ThistoolisnowenabledundertheLocalGovernmentAct,andprovideslong-termprotectionanddemolition

control.Designationisgenerallynegotiatedinexchangefordevelopmentincentives.Thisisconsideredaformoflegalprotection.

o HeritageAlterationPermits(LocalGovernmentAct) OnceaHeritageConservationAreaisestablished,HAPsmayberequiredforsubdivision,additions,new

constructionoralterationofanexistingbuilding.Mayalsobeusedtoallowchangestolegallyprotectedheritage property.

o TreeProtection(LocalGovernmentAct) Althoughpreviouslyenabled,therearenownewproceduresthatstreamlinethewaysinwhichthe

municipalitycanprotectandmaintainsignificantidentifiedtrees.

TOOLS AVAILABLE IF NEGOTIATION BREAKS DOWN:• Temporary Heritage Protection (Local Government Act) Aresourcecanbetemporarilyprotectedthroughthewithholdingofpermitsandapprovals,orprotectionorders

andbylaws.TheresourcemustbelistedonaHeritageRegister,andaHeritageProceduresBylawmustbeinplace.Specifictimeperiodsapply,andthisprotectioncannotbeindefinitelyextended.

• Heritage Designation (Local Government Act) Seeabovefordetails;iftheresourceisofsufficientcommunityvalue,themunicipalitymayenactaninvoluntary

designation;thiswillmakethemunicipalityliableforcompensation.

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• Heritage Inspection (Local Government Act) Themunicipalitycanorderheritageinspectionstoassessheritagevalueandconservationneeds.

• Heritage Impact Assessment (Local Government Act) Themunicipalitycanorderanassessmenttobepreparedateitherownerormunicipalexpensetopredictthe

impactofaproposeddevelopmentonadjacentheritageresources.

• Relocation Whenitisnotpossibletosaveastructureonitsoriginalsite,itmaybedesirabletomoveittoanotherlocationto

ensureitspreservation.Costsmaybeborneeitherbythedeveloperorthemunicipality.

• Documentation Whenitisnotpossibletosaveastructure,itmaybedesirabletodocumentitbeforedemolition.Costsmaybe

borneeitherbythedeveloperorthemunicipality.

• Salvage Whenitisnotpossibletosaveastructure,itmaybedesirabletosalvageartifactsorportionsofthestructure

beforedemolition.

FurtherinformationonthesetoolsmaybefoundinHeritage Conservation: A Community Heritage Guide,orthroughrefer-ence to the appropriate legislation.

D.3 MUNICIPAL BEST PRACTICES

AnumberofothermunicipalheritageprogramsinBritishColumbiaandAlbertawerereviewedtodeterminethediffer-entlevelsofmunicipalresponsestoheritagemanagement,andtoreviewwhatprogramcomponentsweremosteffective.

NANAIMO, BCPopulation: 73,000Staff: OneHeritage&CommunityPlannerAdvisory Body: CommunityHeritageCommissionTools: HeritageRegister ;Municipalheritagedesignations;HeritageManagementPlan;Downtown

HeritageConservationArea;HeritageBuildingDesignGuidelinesIncentives: HeritageFaçadeImprovementGrantProgram;DowntownResidentialTaxExemptionProgramHeritage Awareness: VirtualHeritageTour(Citywebsite);walkingtourbrochures

• The Nanaimo Community Heritage Commissionisavolunteergroup,appointedbyNanaimoCityCouncil,toprovideadviceandrecommendationsonissuesassociatedwiththeprotectionandconservationofheritagebuildings, sites and areas within the city.

• The virtual heritage walkcomplimentstheCity’sexistingon-lineheritagebuildingdatabaseandallowstheviewertoexploretheCity’sheritagebuildingsinavirtualsetting.Producedbyalocalinteractiveimmersionand3Dobjectimagingfirm,the360degreeimagetechnologyusedinthevirtualwalkprovidesauniqueandengagingintroductiontoNanaimoanditsheritagebuildings.

• The Downtown Residential Conversion Tax Exemption Programhastwomaingoalsoneistoencouragenewresidentialunits;theotheristopreserveheritagebuildingsintheDowntownCore.

• FacadeImprovementGrant’s(F.I.G.s)throughtheCity’sHeritage Facade Improvement Grant Program is coordinatedandfundedbytheDowntownNanaimoPartnershipandtheCityofNanaimoandisdesignedtoencouragerehabilitationandenhancementofhistoricbuildings,aswellastopromoteeconomicgrowthandinvestmentintheDowntownCore.Grantscoverupto50%ofexternalbuildingimprovementorconservationcosts,toamaximumof$10,000perbuildingfacefrontingonastreet.Themostcommonimprovementscompletedundertheprogramincludeawningupgrades,newsignage,painting,andwindowconservation.Inordertobeeligibleforagrant,thebuildingmustberecognizedbytheCityashavinghistoricvalue.

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SAANICH, BCPopulation: 109,661(2003)Staff: OneMunicipalPlanner,withresponsibilityforheritageAdvisory Body: ArtsCulture,andHeritageAdvisoryCommitteeTools: CommunityHeritageRegister(Inventory(1991)adoptedasaRegister ;currentlybeingupdated);

Municipalheritagedesignations;ExteriorRestorationGuidelinesIncentives: HouseGrantsProgram(administeredbytheSHF)Heritage Awareness:

• ThepurposeoftheArts Culture, and Heritage Advisory CommitteeistoadviseCouncilandrecommendpoliciesoncommunityarts,cultureandheritagepromotion,includingservices,facilitiesandspecificcommunityinterests.

• The Saanich Heritage Foundationisaregisterednon-profitsocietythatpromotesthepreservation,maintenanceandrestorationofbuildings,structuresandlandlocatedintheMunicipalityofSaanichwhichhavebeendesignatedas Municipal Heritage Sites by the Municipal Council.

• Ownersofheritage-designatedresidencesintheMunicipalityofSaanichmaybeeligibleforassistancewiththecostofpreservingorrestoringtheexterior.TheHouseGrantsProgrammaycoveraportionofthesecosts,subjecttotheSaanichHeritageFoundation(SHF)prioritiesandtheavailabilityoffunds.

• Offersalistofexteriorrestorationprinciplesforhomeownersandcontractors

CENTRAL SAANICH, BCPopulation: 15,348(2001)Staff: OneCommunityServicesPlanner,withresponsibilityforheritageAdvisory Body: CommunityHeritageCommissionTools: Municipal heritage designationsHeritage Awareness: Heritagewalkingtourbrochure(MountNewtonCrossRoadHeritageWalk)

• TheprimarygoalsoftheHeritage CommissionaretopreservetheCity’sheritageandraisepublicawarenessonheritageissues.TheCommissionadvisesCouncilandmunicipalstaffonheritageissuesrelatedtostructures,propertiesandroadwaysthatareconsideredtobeofhistoricalsignificance.TheCommissionisconsultedwhendemolitionoralterationpermitsarerequestedforhistoricallysignificantstructures,orheritagealterationpermitsarerequiredforrenovationstoDesignatedHeritageSites.

PRINCE GEORGE, BCPopulation: 72,406Staff: LeisureServicesDepartmentresponsibleforheritageAdvisory Body: CommunityHeritageCommissionTools: Municipalheritagedesignations;HeritageStrategy(2006)Heritage Awareness: PrinceGeorgeRegionalHeritageFair ;walkingtours

• TheMissionofthePrince George Community Heritage Commission is “To protect, conserve and interpret theheritageresourceswithintheCitybysupporting,encouraging,andfacilitatingtheirproperconservation,maintenanceandrestoration”.Thisbodyismadeupofvolunteerresidentsandcommunityleaders,advisesCouncilon any issue related to heritage conservation. They also can undertake heritage education and awareness including raisingfundsforsupportofsuchactivitiesandpromotingtheconservationofhistoricphotosandheritageartifactsas public art.

• Currently,theCity’sOCPincludesconsiderationforheritageconservation.TheCity’sHeritageStrategywascompletedin2006.

• TheCityhastwodesignatedheritagebuildingsandanincompleteHeritageInventory.

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APPENDIX E: REFERENCES

E.1 DEFINITIONS

Character-Defining ElementsThematerials,forms,location,spatialconfigurations,usesandculturalassociationsormeaningthatcontributetothe heri-tage value or a historic place,whichmustberetainedinorderto preserve its heritage value.

Community Heritage CommissionA commission or board appointed by amunicipal Councilforthepurposesofadvisingalocalgovernmentonheritagemattersorundertakingotheractivitiesauthorizedbyalocalgovernment.

ConservationAllactionsorprocesses thatareaimedat safeguarding thecharacter-definingelementsofaculturalresourcessoastoretainitsheritagevalueandextenditsphysicallife.Thismayinvolve “Preservation,”“Rehabilitation,”“Restoration,”oracom-binationoftheseactionsorprocesses.Reconstructionorre-constitutionofadisappearedculturalresourceisnotconsid-ered as conservation.

Cultural LandscapeLivinglandscapes,changingastheculture,climateandnaturalsurroundingschangewithinandaroundthem.Thecharacterofthelandscapethusreflectsthevaluesofthepeoplewhohave shaped it, and who continue to live in it.

GuidelinesStatements that provide practical guidance in applying theStandardsfortheConservationofHistoricPlaces.Theyarepresentedasrecommendedandnon-recommendedactions.

HeritageHeritage is abroad term that refers toall that is inheritedfrom the past. It therefore includes the built environment,thosebuildingsandworksofthepast,sitesofhistoricevents,historicskills,behavioursandpatternsof life.Acommunity’sheritageencompassesitsentireenvironmentalinheritance.

Heritage Advisory BoardSeeCommunityHeritageCommittee/Commission.

Heritage CharacterThismeanstheoveralleffectproducedbytraitsorfeaturesthatgivepropertyoranareaadistinctivequalityofappear-ancedatingfromanearlierperiod.

Heritage ValueTheaesthetic,historic,scientific,cultural,socialorspiritualim-portanceorsignificance forpast,presentor futuregenera-tions.Theheritagevalueofahistoricplaceisembodiedinitscharacter-definingmaterials,forms,location,spatialconfigura-tions,usesandculturalassociationsormeanings.

Historic PlaceA structure, building, groupof buildings,City, landscape, ar-chaeologicalsiteorotherplaceinCanadathathasbeenfor-mallyrecognizedforitsheritagevalue.

Historic CityAn historic City or conservation area denotes a neighbour-hoodunifiedbyanarchitecturalstyleand/orhistoricaldevel-opment.

InterpretationThis is any communication process designed to reveal thecharacteristics,meaningsandrelationships of a community’s built heritage to the publicthroughreferencetoobjects,artifacts,landscapes,andstruc-tures or persons.

InterventionAnyaction,otherthandemolitionordestruction,thatresultsinaphysicalchangetoanelementofahistoricplace.

MaintenanceRoutine, cyclical non-destructive actions necessary to slow thedeteriorationofahistoricplace.Itentailsperiodicinspec-tion; routine, cyclical, non-destructive cleaning;minor repairandrefinishingoperations;replacementofdamagedordete-rioratedmaterialsthatareimpracticaltosave.

Minimal InterventionTheapproachwhichallowsfunctionalgoalstobemetwiththe least physical intervention.


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Natural HeritageNaturalsites,features,orformationsorpreciselydelineatednaturalareasofoutstandinguniversalvaluefromthepointofviewofscience,conservationornaturalbeauty.

PreservationTheactionorprocessofprotecting,maintaining,and/orsta-bilizingtheexistingmaterials,formandintegrityofahistoricplaceorofanindividualcomponent,whileprotectingitsheri-tage.

RecordingHeritagerecordingistheprocessofdocumentinganillustrat-ingwhatissignificantorvaluableaboutahistoricstructure.Theresultsoftherecordingshouldbeaclear,accurateandconcise report, containing drawings, photographs and written analysisofthehistoricstructure.Theactionofrecordingordocumenting aheritage resource is an integral partof thepreservation process. Not only does it necessitate a thorough scientificanalysisofthebuilding,butitalsoensuresthatanar-chivalreferencewillbecreatedthatdescribestheresourceindetail,despitethefateofthebuildinginthefuture.

RehabilitationThe action or process of making possible a continuing orcompatiblecontemporaryuseofahistoricplaceoranindi-vidualcomponent,throughrepair,alterations,and/oraddition,while protecting its heritage value.

RenovationThisisagenerictermusedtodescribevariouslevelsof in-terventionincludingremodeling,recyclingandrehabilitation.Itreferstotheimprovementofexistingbuildingsorneighbour-hoods.

RestorationTheactionorprocessofaccuratelyrevealing,recoveringorrepresentingthestateofahistoricplaceorofanindividualcomponent,asitappearedataparticularperiodinitshistory,while protecting its heritage value.

RevitalizationRevitalization is a term that describes the process of eco-nomic,social,physicalandculturalredevelopmentofanareaor street.

StandardsNormsfortherespectfulconservationofhistoricplaces.E.2 WEBSITES

FEDERAL GOVERNMENT

Canadian Register of Historic Placeshttp://www.historicplaces.ca

Standards and Guidelines for the Conservation of Historic Places in Canadahttp://www.pc.gc.ca/docs/pc/guide/nldclpc-sgchpc/index_E.asp

PROVINCE OF BRITISH COLUMBIA

Heritage Branch, Ministry of Tourism, Sport & the Artshttp://www.tsa.gov.bc.ca/heritage_branch/

Heritage Society of British Columbiahttp://www.heritagebc.ca/homepage.htm

Heritage Legacy Fund of British Columbiahttp://heritagelegacyfund.ca/

Documents

UPDATED JULY 2015 - Kelowna€¦ · UPDATED JULY 2015. 1. EXECUTIVE SUMMARY 1 2. INTRODUCTION 3 2.1 Background 3 2.2 Heritage Conservation in Kelowna 6 2.3 The Heritage Strategy12