HomeMy WebLinkAboutCOM 0666.018 2006-2008
Ham, Kim Christopher J• Yueu
Mayor Director
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PLANNING DIEPARTMENT
]01 Pauahi Street, Sui[e 3 Hilo, Hawaii 96720-4224
(808) 961-8288 • FAX (808) 961-8742
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October 3, 2007
Honorable Pete Hoffinann
Chair and Presiding Officer
and Members of the County Council
COUNTY COUNCIL
333 Kilauea Avenue, Second Floor
Hilo, HI 96720
Dear Chair Hoffinann and Members of the County Council:
SUBJECT: BILL 176 -CULTURAL RESOURCES COMMISSION
This is for information of council, it is a memo to planning department staff which
explains policies and practices for the treatment of historic sites in the land use process.
Sincerely'
CHRISTOPHER J. YUEN
Planning Director
CJY:pak
Wpwin60/Chris07/Hoffmann -Bill 176 -Cultural Resources Commission
Attachment
Comm. No. ~
Ref. To:
Ref. Date OCT~-
Hawaii Cowty is an Equa! Opportwity Provider and Employer.
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Harry Kim r • • Christopher J. Yuen
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Director
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Roy R. Takemoto
Deputy Director
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PLANNING DEPARTMENT
101 Pauahi Street, Suite 3 • Hilo, Hawaii 96720.3043
(808)961-8288 Fax(808)961-8742
MEMORANDUM
N0.03-13
Apri121, 2003
TO: PLANNERS
FROM: CHRISTOPHER J. YUEN l/~
PLANNING DIRECTOR
SUBJECT: HISTORIC SITES U
The purpose of this memo is to create guidelines for the treatment of historic sites in the
land use approval process, including implementation of the conditions during the physical
development of property. This memo will include an overview of the historic sites
review process, a statement of what,the planning department will expect with new
applications, and standard procedures to follow in rezonings, SMA permits, special
permits, subdivisions, and grading petmits.
Objectives. It is useful to understand the overall objectives of any policy. Our main
objective in implementing a historic sites policy is to ensure the long-term protection of
significant physical features created by Native Hawaiians, and by the other cultures in
Hawaii's history, including the restoration, repair, and interpretation of those features,
where appropriate. We will try to do this without unreasonable delay or expense to
landowners who have significant sites on their property and who are seeking land use
approvals.
The protection of historic sites is official county policy through the provisions of the
General Plan, "Historic Sites" element, including the following goals or policies:
"protect and enhance the sites, buildings and objects of significant historical and cultural
importance to Hawaii"; "The County of Hawaii shall require both public and private
developers of land to provide a historical survey prior to the clearing or development of
land when there are indications that the land under consideration has historical
significance."
Planners
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April 21, 2003
Because of the importance of historic sites, particularly in preserving the Hawaiian
history and culture, they must be regarded as a major element that must be addressed
early in the land use planning process.
Specific Objectives. More specifically, in the various stages of the land approval and
development process, our goals are to:
(1) Ensure that land has been properly surveyed for historic sites;
(2) Ensure that the sites have been properly assessed for their significance;
(3) Require the long-term preservation of significant historic sites, and where they
cannot be preserved, that they be properly recorded;
(4) Follow up to ensure that conditions imposed at the initial approval stage are
carved out during the physical development of the property, including the
subdivision stage.
Outline of Historic Review Process.
Legal Aspects. It is important to have a basic understanding of the current laws
protecting historic sites. The primary laws covering historic sites are contained in Chap.
6E of the Hawaii Revised Statutes. Chap. 6E designates the DLNR as the lead agency for
historic sites protection. Administratively, historic sites are handled within DLNR by the
- State Historic Sites Preservation Division ("SHPD".) The statute has a very broad
defmition of "historic property" as basically anything man-made more than fifty years
old. Burial sites-anywhere human remains are found, other than established cemeteries,
are also covered in Chap. 6E as a special type of historic property.
A relatively few sites of special importance, on public and private land, are on the state or
national register of historic places. These are protected bylaw to a limited extent: if the
owner wishes to alter the site, the state has 90 days to initiate condemnation, allow the
owner to proceed, or negotiate a mutually agreeable mitigation plan.
SHPD must review and concur with any project that may affect historic properties on
state or county land. It is illegal to damage or alter historic properties on public property
without SHPD approval.
The key provision for most of the things that the Planning Department does is sec. 6E-42,
which requires that an agency that is considering a land use permit (such as the Planning
Department), that may affect historic property, must allow SHPD the opportunity to
"review and comment" on the application. Most of this memo specifically covers these
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April 21, 2003
"sec. 6E-42" projects, which include all of the permits, rezonings, subdivisions, and other
land use approvals for private property that are handled by the Planning Department.
Key Point: except for burials, on land use approvals for private projects, SHPD has
only "review and comment powers." Actual protection of the sites depends upon
there being conditions of approval that protect the site. Planning Department staff
should understand that when we make the preservation of certain sites a condition of
permit or rezoning, violation of that is a violation of a zoning condition, and will
generally not be a violation of a state regulation, unless it involves a burial or a property
on the register.
Projects requiring an EIS now require a cultural assessment as part of the EIS. (See
H.R.S. sec. 343-2). The cultural assessment may include treatment of historic sites,
particulazly their cultural significance. Most land use applications before the Planning
Department will not, however, require an EIS, and the EIS and cultural assessment do not
in themselves create conditions of approval on land use permits, unless they aze
incorporated into the permits.
SHPD Review Process
It is important to understand the SHPD review process to understand how we will
= coordinate with this process in our actions. This can be described in the following stages,
which apply to the sec. 6E-42 projects that we will typically review. The SHPD review
process is described in their rules, Title 13, Chaps. 275-284, especially Chap. 284, which
governs the sec. 6E-42 process. These rules, which have been followed by SHPD and the
archaeological community for about 15 years, were finally adopted by the BLNR on Nov.
15, 2002. As of this writing, they have not been signed by the Governor and are not yet
"official", however SHPD procedures generally follow these rules. The draft rules aze
available on DLNR's website (follow the links to SHPD.) The draft rules may not be
exactly the same that the BLNR approved.
1. Inventory. SHPD will first determine whether to require an azchaeological
inventory survey. If SHPD does not believe there are historic properties, it
will issue a "no effect" letter. The applicant can ask fora "no effect" letter
and submit documentation supporting it. A "no effect" letter ends the historic
sites review and protection process, except that we will include a standard
condition concerning archaeological sites that are found during development
(stop work in the vicinity, inform SHPD and planning, etc.) If an inventory
survey is required, SHPD will eventually issue a letter approving the
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Apri121, 2003
inventory survey confirming that it believes that all sites have been found. An
inventory survey can also result in a "no effect" letter if the archaeologist does
not find any sites.
2. Evaluation of Significance. The inventory survey report will contain the
private archaeologist's assessment of significance. SHPD will review and
concur or request modifications. The end result should be an SHPD letter
agreeing with the significance evaluation of the sites in question. There are
five listed criteria in the SHPD rules:
a. "Be associated with events that have made an important contribution
to the broad patterns of our history;
b. Be associated with the lives of persons important in our past;
c. Embody the distinctive characteristics of a type, period, or method of
construction; represent the work of a master; or possess high artistic
value;
d. Have yielded, or is likely to yield, information important for reseazch
on prehistory or history; or
e. Have an important value to the native Hawaiian people or to another
ethnic group of the state due to associations with cultural practices
- once carried out at the property or due to associations with traditional
beliefs, events or oral accounts-these associations being important to
the group's history and cultural identity."
The General Plan, under the Historic Sites element, has a similar list of criteria under
"Standards" (p.4), but also includes "one of a few of its age remaining", and "sites with a
preponderance of original materials in context and complexes rather than single isolated
sites unless they are of great significance" as criteria of significance.
Obviously, there is a subjective element in the evaluation of significance.
If there are sites, but they are not deemed significant, SHPD will issue a "no effect"
letter.
3. Determination of Effect. This is a determination whether the project will have
any effect on significant historical property. The typical land use approval
will have some effect because potential and indirect effects must be
considered.
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Apri121, 2003
4. Mitigation. If there is an effect, the applicant is expected to submit a
"mitigation commitment." There are five types of mitigation. The ones we
will most commonly see are "preservation" and "archaeological data
recovery." "Preservation" means just that, but it will usually require some
kind of mazking of the site and a suitable buffer, and establishment of an
easement for the site. It may also include a prohibition against landscaping
within the buffer and a requirement that the site be marked. If a site is deemed
significant solely under "d", SHPD will usually authorize that the site can be
destroyed either with no further work, or after "data recovery." "Data
recovery" may mean a small test excavation in the floor of a cave, or it may
mean that a wall or platform can be taken apart. After data recovery, the site
can be destroyed.
5. Detailed Mitigation. There will typically be two phases of the mitigation
plan: an "interim" plan, which is good for the construction period, and a
"final" plan, which is the permanent mitigation. The "interim" plan may call
for monitoring during construction. Sometimes the "interim" protection plan
will be approved long before the final. For our purposes it is usually safe to
assume that if a site is not protected in the interim plan, it will not be protected
in the final plan.
- 6. Verification. SHPD is supposed to verify that the mitigation plan has been
implemented. For example, there should be a data recovery report by the
azchaeologist.
For private projects that may affect historic properties, and for which an inventory survey
will be necessary, the private contract archaeologist will typically submit stages 1-4 to
SHPD concurrently. The significance evaluation and proposed mitigation treatment will
typically be contained in the inventory survey. The inventory survey, or sometimes a
separate document, will usually have a table listing all the sites, the contract
archaeologist's significance determination, and proposed mitigation (such as
"preservation", "data recovery", or "no further work", which means that the site can be
destroyed.)
SHPD has a time frame for responding to each stage of the application.
As staff, you should expect to see letters from SHPD concurring that (1) all historic sites
have been found, and accepting the inventory report, (2) concurring with the assessment
of significance, (3) concurring with the determination of effect, (4) concurring with the
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Apri121, 2003
mitigation commitments and (5) agreeing to the detailed mitigation plan. There will
eventually be some verification that the mitigation plan has been implemented.
Generally, SHPD does not actually have the power to make private landowners preserve
non-burial historic sites. Preservation can be imposed by the county (or LUC) as a
condition of zoning, based upon SHPD review and comment.
As a matter of normal practice, the Planning Department will make compliance with the
interim and final preservation plans approved by SHPD be a condition of approval for
administrative permits and approvals, when there has been a historic sites review, and we
will recommend compliance with the same as a standard condition for land use permits
and approvals where the Department makes a recommendation to the Planning
Commission or the Council.
The County and LUC can also require preservation of sites that SHPD does not. We will
ordinarily not do this but it may turn out in the course of the land use approval process
that a particular site has more cultural significance than realized by SHPD (for example,
if there is public testimony about its significance).
The assessment of significance is not a science. When reviewing azchaeological reports,
you will notice classifications by "type", such as "wall", "platform", "mound", and
"terrace". You will also note classification by "function", such as "permanent
habitation", "shrine", "boundary marker", and "agricultural feature." While
archaeologists will sometimes differ on the "type" classification, it is relatively
straightforward compazed to the "functional" classification, which is open to a great deal
of interpretation, and will often color the significance assessment. For example, a site
maybe significant under criterion "e" if the archaeologist thinks it is a shrine.
We will generally defer to SHPD in determining the adequacy of an inventory survey,
whether an inventory survey is needed, significance assessments, and other aspects of the
historical review process that are more the province of specialists in archaeology and
historic sites than planning, per se.
Applications
The purpose of this portion of the memo is to set out common expectations and
requirements for the treatment of historic sites at each stage of our common types of land
use approvals and applications. It is important to give a common understanding to
applicants about what we expect. Also, because we have time frames as well, we need to
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` Apri121, 2003
coordinate with the SHPD time frames. The following comments with respect to
rezonings, SMA permits, and special permits, assume that there has been no prior historic
sites review.
1. Rezonings and non-LUC boundary amendments
The application should be accompanied by one of the following:
1. An archaeological inventory report, containing significance assessments,
effect determinations, and proposed mitigation commitments. The report
will have to be done pursuant to SHPD rules, but we will not require
SHPD approval of the report, assessments, and mitigation before
accepting the application for further processing. (These stages can take
some time even when there is substantial agreement about what needs to
be preserved.)
2. A "no effect" letter from SHPD.
3. A letter from the applicant to SHPD requesting a "no effect" letter,
including supporting documentation, to which SHPD has not responded
after 30 days (their time limit under their rules.)
- If the applicant is relying upon #3, staff should review the documentation to see if the
applicant has logically established the probability of "no effect". We have an
independent obligation under the PASH and Ka Pa'akai court decisions to protect native
Hawaiian cultural practices and resources, and we must still do this if SHPD has, for
some reason, failed to act. Generally, the following are strong indications that there are
no historic sites and we are safe in assuming "no effect": intensive cultivation, such as
former sugar cane fields; prior bulldozing; chain dragging for pastures; urbanization (for
example, requests for use permits in residential subdivisions); recent lava flows. We can
also accept short letter reports from archaeologists who have made site surveys, less than
full inventory surveys, to establish "no effect" under #3. (SHPD will sometimes rely on
these in issuing a "no effect" letter.) On the other hand, previously undeveloped coastal
property is likely to contain historic sites. If staff feels that there maybe historic sites
present, and the applicant is relying upon #3, please bring the application to the director
before accepting it as complete. We may require an inventory surveyor some further
archaeological work as a condition of approval.
Before we prepare our staff recommendation to the Planning Commission, we should
have SHPD concurrence that the inventory survey has found all significant sites, and
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Apri121, 2003
concurrence on the significance assessments, effect determinations, and proposed
mitigation.
In most cases, the presence of historic sites alone will not cause us to recommend denial
of a rezoning or redistricting, although it may be a factor. In the ordinary case, if we are
otherwise going to recommend approval, we will handle the historic sites by way of
conditions of approval. Our standard conditions will be as follows:
1. Prior to any land disturbance, that there be anSHPD-approved interim
mitigation plan.
2. Prior to final subdivision approval, or plan approval for projects that
may not result in subdivisions, that there be anSHPD-approved final
mitigation plan.
3. That the applicant shall comply with all conditions of the interim and
final mitigation plan.
4. That the sites listed for preservation on the mitigation commitment
shall be preserved in place, with buffers as recommended on the
interim or final mitigation plan, as the case maybe, and that they be
1 delineated as archaeological preservation easements on the final
subdivision map, or in some other map if the project is not going to be
subdivided.
5. That if any sites are found, construction shall cease, etc.
6. That "data recovery" sites can be converted to "preservation" sites
(sometimes developers would prefer to do this because of the cost of
data recovery.)
7. Burials shall be treated per an approved burial treatment plan. The
applicant does not have to have the plan approved before the Planning
Commission hearing, but we need to have the burials identified so that
we know what the constraints will be on the development of the
property. As previously stated, the plan will generally require the
burials to be preserved in place, with buffers.
There is a possibility that SHPD will not have approved stages 1-4 of the process by the
time that we must make a recommendation to the Planning Commission for a rezoning.
This can happened for a number of reasons, even though there should be enough time
under the SHPD rules. If there has been an inventory survey, but SHPD has not
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Apri121, 2003
determined that it located all sites, we should generally ask the applicant to consent to a
time extension, and if the applicant refuses, recommend disapproval. If the sites have
been found, but there is disagreement between SHPD and the applicant over significance
and/or mitigation, we should recommend mitigation per SHPD's recommendation.
Sometimes it will be apparent from the correspondence between SHPD and the applicant
that they have no real disagreement over what should finally be preserved, but there are
technical problems that prevent the acceptance of the report. In those cases, we can go
ahead with the standard conditions, and listing the applicant's preservation sites.
We can recommend approval of the application on condition that the applicant conforms
to a mitigation plan that will be approved in the future. At the stage of rezoning, we need
to know what sites will be protected long-teen, and have some idea of the general
buffers. The details of whether there will be interpretation of the site, or how data
recovery will be done for those sites, does not have to be established at the time of
rezoning.
Special permits, SMA permits, and Use Permits.
Same as rezonings, except that we will not require a "no effect" letter with the application
if the project does not seem to call for any new land disturbance or activities that might
negatively affect historic sites. The reason for this exception is that these permits often
involve the conversion of existing land uses, such as B&B's in existing buildings, and
hence should have "no effect". If we require the "no effect letter" with the application
we will be delaying the application by at least a month. The applicant should at least
request a "no effect" letter upon applying, so that we should.have one in hand by the time
of making our recommendation.
Subdivisions with Prior Historic Sites Review.
If there has been a review of historic sites already, the final implementation of the
protection of the sites must be done in the subdivision process, for those projects that
result in subdivision. Naturally, if there is a "no effect" letter, nothing needs to happen
during subdivision review, except for sites that may be discovered during construction.
Subdivision section will have to review the rezoning ordinance, or SMA permit, if
applicable, to determine whether there was a prior historic sites review and the conditions
of approval.
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~ Apri121, 2003
The subdivider should show the locations of preservation sites on the preliminary plat
map (or an overlay) in sufficient detail so that we can be sure that we are not approving
subdivision infrastructure such as roads that will impact the preservation sites.
Tentative subdivision approval will include as a condition the finalization of other
historic sites conditions, such as the completion of data recovery.
The final plat map must show the preservation sites (including any data recovery sites
that have been converted to preservation sites), and burials that are to be preserved in
place, as easements on the map. The final plat map becomes the basis for the revised tax
map, and our staff will use the map in reviewing applications for things like grading
permits and building permits. It is unrealistic to think that staff will go into the files to
review the archaeological inventory survey to determine whether historic sites might be
impacted. The final plat map'is also notice to the eventual purchasers of the lot.
At the time of final approval, staff should also check to make sure that the SHPD
requirements for data recovery and other aspects of the mitigation plan have been
completed. We must not let the subdivider pass these off to the purchasers of the lot.
i
Burials.
- Burials have much more thorough legal protection than other types of historic properties.
For "known" Native Hawaiian burials, including those discovered during archaeological
surveys, any development that may affect the burial must have a "Burial Treatment Plan"
approved by the Burial Council of the island. Before the Burial Council meets, there will
be a newspaper notice asking for potential family members to come forward and take part
in the decision. Typically, the Burial Council will require preservation in place, with
buffers, unless completely impractical, such as a road alignment that cannot be changed.
A known burial must be preserved in place unless the Burial Council authorizes
otherwise.
When a burial is "inadvertently" discovered, such as by a bulldozer operator during
construction, SHPD can authorize removal, in consultation with the Burial Council.
Work should stop in the immediate vicinity and SHPD must be informed. The remains
can then be removed by SHPD and temporarily stored by SHPD. Then, there is a
consultative process with the Burial Council and possible descendants over the eventual
treatment. The Burial Council does not have the power to order reinterment in the same
place for an "inadvertent" burial against the wishes of the landowner.
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Apri121, 2003
For applications where there are "known" burials, we will include a standazd condition
that the applicant conform to an approved Burial Treatment Plan. Ideally, we would have
this before final approval of an application. We can proceed if we do not, but in that case
we have to assume that the final plan will require preservation in place, with buffers, and
not approve construction that would be inconsistent with the probable final plan.
Under Burial Council rules, burial sites can be declared "sensitive" and their location
kept confidential. This poses a problem in our future review of building permits and
grading permits. I will be writing to the Burial Council suggesting that the Planning
Department handle these by making a notation in the tax maps, and that we then route
building and grading permits that may affect them to SHPD for comment to make sure
that the "sensitive" burial site will not be affected.
Exceptions.
There maybe situations that arise where applying the guidelines and principles stated
above will cause undue hazdship or delay. There are times, for example, where final
approval of a preservation plan maybe delayed by factors that do not affect which sites
will be protected, such as a disagreement by SHPD over the analysis made by the private
archaeologist. We will make some exceptions in such situations where we can do so
without compromising the final objectives.
Resources.
SHPD has a "Bibliography" on the Web at http://mano.icsd.hawaii.~ov/-ckomoek/. Currently,
it is "down" for maintenance, but when it is available, you can get a list of archaeological
studies that have been done on a parcel, by TMK. The studies themselves are available in
SHPD's library at Kapolei. SHPD also has a statewide inventory of historic sites, on the
Web through their links (under DLNR), but unfortunately, it has not been kept up for the
island of Hawaii. Finally, there is a list of all historic properties on the national and state
registers.
CJY:pak
Wpin60/Chris/Historic sites memol.doc
cc: Lester Ishado, Esq.
Patricia O'Toole, Esq.
Ivan Torigoe, Esq.
Mike Kagami, Esq.
Ms. P. Holly McEidowney, Acting Administrator.
DLNR, Historic Preservation Division