1993 03 23 HPCLd
1982 - 1992 Ten Carat Deca
HISTORICAL PRESERVATION
COMMISSION
A Regular Meeting to be Held at the
La Quinta City Hall, 78-105 Calle Estado
La Quinta, California
March 23, 1993
5:30 P.M.
Beginning Minute Motion 93-004
CALL TO ORDER - Flag Salute
ROLL CALL
BUSINESS SESSION
1. National Preservation Week
2. Repository Agreements
3. Certified Local Government status
PUBLIC COMMENT
This is the time set aside for citizens to address the Historical Preservation Commission
on matters relating to historic resources within the City of La Quinta which are not
Agenda items. When addressing the Historical Commission, please state your name and
address. When addressing the Commission on matters pertaining to prehistoric sites, do
not disclose the exact location of site for their protection.
CONSENT CALENDAR
Approval of the Minutes of the regular Historical Preservation Commission meetings held
on February 23, 1993.
OTHER
ADJOURNMENT
STUDY SESSION
MONDAY, March 23, 1993
4:30 P.M.
1. All agenda items.
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PC/AGENDA -
BI #1
STAFF REPORT
HISTORICAL PRESERVATION MEETING
DATE: MARCH 23, 1993
FROM: PLANNING & DEVELOPMENT DEPARTMENT
SUBJECT: NATIONAL PRESERVATION WEEK
BACKGROUND:
The National Trust for Historic Preservation has proclaimed the week of May 9-15, 1993, as
"Preservation Week". The event is being sponsored by Murphy's Oil Soap. The theme of the
celebration is "Preservation and Livable Communities: Make the Connection!".
The National Trust is promoting the event as the "perfect opportunity for us to make the
connection between historic preservation and the aesthetic, environmental and economic well-
being of livable communities".
City involvement could include a proclamation by the Mayor, photo opportunities, presentation
of Certificate of Appreciation to the Historical Society and others, and other events as desired.
Contact has been made with the Historical Society concerning their participation. Initial
response was positive about scheduling a special event sometime during the week.
Other types of involvement could include local school participation, and open house tours of
historic sites in La Quanta among other ideas.
Staff is supportive of a local proclamation in order to participate in this national event. Benefits
of participation largely include good publicity for the Commission, the City, and the Historical
Society. Ultimate benefit consists of public awareness and education.
RECOMMENDATION:
Move to recommend to the City Council by Minute Motion 93- that the City proclaim the
week of May 9-15, 1993, as "National Preservation Week", and call upon the citizens of La
Quinta to recognize and participate in its observance.
Attachment:
1. Draft Mayoral Proclamation
2. Preservation Week Newsletter
HPCST.002 1
:.,,,.u00002
A PROCLAMATION OF THE CITY COUNCIL OF
THE CITY OF LA QUINTA PROCLAIMING
NATIONAL PRESERVATION WEEK.
WHEREAS, historic preservation helps provide a deeper understanding of the
diversity of our uniquely American heritage; and,
WHEREAS, historic preservation enhances the livability of communities - from
large metropolitan cities to small, Waal farming towns - across American; and,
WHEREAS, Preservation Week 1993 provides an opportunity for citizens of all
ages and from all walks of life to make the connection between historic preservation and the
aesthetic, environmental and economic well-being of their communities; and,
WHEREAS, "Preservation and Livable Communities: Make the Connection! "is
the theme for Preservation Week 1993, cosponsored by the City of La Quinta and the National
Trust for Historic Preservation:
NOW, THEREFORE, I John Pena, Mayor of the City of La Quinta, do proclaim
May 9-15, 1993, as National Preservation Week and call upon the people of La Quinta to
recognize and participate in this special observance.
ATTEST:
SAUNDRA L. JUHOLA, City Clerk
City of La Quinta, California
JOHN PENA, Mayor
City of La Quinta, California
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BI #2
STAFF REPORT
HISTORICAL PRESERVATION MEETING
DATE: MARCH 23, 1993
FROM: PLANNING & DEVELOPMENT DEPARTMENT
SUBJECT: REPOSITORY AGREEMENTS - INFORMATIONAI. ITEM
BACKGROUND:
During the meeting of February 23, 1993, the Commission raised the question concerning
curation of artifacts discovered at local archaeological sites. Staff was directed to research the
issue and report back.
Thus far, Staff has received a copy of draft guidelines for the curation of archaeological
collections prepared by State Historical Resources Commission. The document gives a thorough
discussion on the process of curation and proposed criteria for repositories. In the appendices
there are sample agreements and contracts.
Staff has contacted the Palm Springs National History Museum about their curation policies and
agreements, but has not received the requested information at this writing.
Please turn your attention to Page 6 of the Guidelines for a definition of "Qualified Repository",
and to the appendices. As conditions of approval are formulated for development projects, the
requiring of curation of artifacts from sites in local museums, etc., thought must be given to the
proposed repository's qualifications and to the type of agreement/contracts that will be required.
Staff will continue to research these issues and develop wording for inclusion in project
conditions of approval.
Attachments:
1. Draft State of California Guidelines for the Curation of Archaeological Collections.
HPCST.004 1
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Proposed Society of California
Archeology Guidelines, 07/22/92
Revised by State Historical Resources
Commission Curation Task Force
Subcommittee, 08/20/92, 10/23/92
D R A F T
S T A T E O F C A L I F O R N I A
GUIDELINES FOR THE CURATION
OF
ARCHEOLOGICAL COLLECTIONS
State Historical Resources Commission
Department of Parks and Recreation
Resources Agency
State of California
(date of adoption)
MAR 0 8 1993
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TABLE OF CONTENTS
Purpose 3
Authority 4
Applicability 4
Definitions 5
Assembling Collections 7
Selection of Repositories 9
Criteria for Qualified Repositories 10
Guidelines for the Acquisition of
Archeological Collections 11
Guidelines for Archeological Collections
Management Policy 11
Appendices 16
Appendix A - Example of Curation
Terms for CRM Contracts 17
Appendix B - Example of Deed of Gift
for Archeological Collections 18
Appendix C - Example of a Use
Agreement for an Archeological
Collection 19
Appendix D - Example of a Short -Term
Loan Agreement for an
Archeological Collection 20
Appendix E - Example of a Contract
for Curation Services 21
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D R A F T
STATE OF CALIFORNIA
FOR THE CURATION OF ARCHEOLOGICAL COLLECTIONS
Purpose
It should be noted that California's archeological sites
are fragile and non-renewable. Avoidance and preservation are
almost always preferable to mitigation measures involving data
recovery excavation. In those instances where preservation in
place is not the selected course of action, the curation
guidelines are designed.to provide protection for archeological
collections when they are recovered. The purpose of these
guidelines is to ensure that archeological collections and their
associated records are preserved and managed adequately so that
future generations might use them to:
1. Enhance cultural traditions;
2. Conduct scientific research; and
3. Provide educational and heritage appreciation programs.
These guidelines are provided to assist private and public
curatorial repositories in preserving archeological collections
of prehistoric and historic cultural materials and associated
records recovered under the authority of existing State
environmental laws, codes, and regulations or by the State of
California. In addition they are provided to assist agency
officials, organizations, and individuals in the selection of an
appropriate repository. They address:
Procedures to assemble, prepare, manage and preserve
collections;
Criteria to determine when a repository has the
capability to provide permanent curatorial services;
Procedures for the use of collections; and
Terms and conditions for contracts, memoranda, and
agreements, by which archeological collections are
acquired by repositories.
It is the policy of the State Historical Resources
Commission to encourage the expansion of existing curation
repositories and to promote the creation of new repositories to
meet the goal of permanent preservation of materials removed
from prehistoric and historic archeological sites by
investigations conducted pursuant to environmental laws and
regulations or by investigations conducted for legitimate
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scientific and educational purposes. The state encourages
public and private organizations to meet these needs. Special
consideration and assistance should be given to Native American
tribal organizations and other cultural groups with heritage
concerns for archeological collections in the state.
Additionally, private sector contracts or joint public/private
initiatives should be encouraged to meet the current crisis in
the declining availability of adequate curation facilities.
Authoritv
These guidelines apply to archeological collections and
associated records created pursuant to environmental laws and
regulations such as the California Environmental Quality Act
(1970 Cal. Stats. 1433, as amended), the CEQA Guidelines
promulgated by the Secretary of Resources, and the guidelines
for archeological resources promulgated by the Office of
Historic Preservation, or by investigations conducted for
legitimate scientific and educational purposes. These
guidelines are established by the State Historical Resources
Commission pursuant to their authority in the Public Resources
Code, Section 5020.5(b): "The commission shall develop
guidelines for the reasonable and feasible collection, storage,
and display of archeological specimens." These guidelines are
written to supplement the "Curation of Federally -Owned and
Administered Archeological Collections" (36 CFR 79), and are not
intended to supersede those regulations as required by federal
laws and regulations.
Applicability
These guidelines pertain to collections that are excavated
or removed from prehistoric or historic archeological sites on
non-federal public and private land in the State of California.
Such collections often result from a prehistoric or historic
resource survey, excavation, or other study conducted in
connection with a state or local governmental agency permit or
application for approval. The materials within a collection may
include the property of a landowner who grants ownership of the
collection to the repository selected for permanent curation,
either through compliance with a Condition of Approval issued by
a lead agency responsible for the enforcement of environmental
laws and regulations, or by virtue of a written agreement.
Data generated during the survey, excavation, and creation of
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the collection are considered part of the collection. originals
or copies of these data are to be kept at the same repository
where the collection is housed.
Any repository providing curatorial services for a
collection created pursuant to state or local government laws
and regulations must possess a collection policy and management
plan that insures the capability to provide adequate permanent
curatorial services, and also safeguard and preserve the
associated records and materials that are deposited in its care.
Archeological collections and their associated records that
are created by compliance with state environmental laws,
regulations, and guidelines must be housed at qualified
repositories that have capability to ensure adequate permanent
storage, security, and ready access to qualified users.
Definitions
Archeological Collection: Materials that are excavated or
removed during an archeological investigation, such as a survey
or excavation of a prehistoric or historic archeological
resource, and associated records that are prepared or assembled
in connection with the survey, excavation, or other study.
These may include but are not limited to:
1. Intact or fragmentary artifacts of human manufacture
(such as tools, weapons, pottery, basketry and
textiles);
2. By-products, waste products, or debris resulting
from the manufacture or use of cultural or natural
materials (such as slags, dumps, debitage, and cores);
3. Organic material (such as plant and animal remains).
Associated Records: Records and copies that are prepared
or. assembled that document efforts to locate, evaluate, record,
study, preserve or recover archeological resources.
Curatorial Services: Managing and preserving a collection
according to professional museum and archival practices,
including, but not limited to:
1. Inventorying, accessioning, labelling, and cataloging a
collection;
2. Identifying, evaluating, and documenting a collection;
3. Handling, cleaning, stabilizing, and conserving a
collection in such a manner to preserve its integrity
and significance for future research;
4. Storing and maintaining a collection using appropriate
methods and containers, with appropriate environmental
conditions and controls to ensure physical security;
5. Inspecting a collection periodically and taking such
actions as many be necessary to preserve it; and
6. Providing access and facilities to study a collection.
Some of these activities may normally be undertaken by the
archeologist prior to transferring the collection to the
curatorial facility.
Qualified Collections Management Professional: A person
who possesses knowledge, experience and demonstrable competence
in museum and archival methods and techniques appropriate to the
nature and content of the collection under the person's
management and care, and commensurate with the person's duties
and responsibilities at a qualified repository. A collections
management professional should minimally have experience in
collection management and a graduate degree from an accredited
institution in anthropology, history, museum studies, or related
discipline, or equivalent experience.
Qualified Repository: A facility such as a museum,
archeological center, laboratory, or storage facility managed by
a university; college; museum; other educational or scientific
institution; a federal state, tribal, or local government
agency; or private institution (e.g., corporation or
association) that can provide professional, systematic, and
accountable curatorial services on a permanent basis in
accordance with the guidelines provided under "Criteria for
Qualified Repositories" (below). This requirement may be
satisfied if the repository has a management plan to obtain the
necessary professional expertise.
Research Design: A written plan that provides the
rational, goals, and methods for investigations of archeological
sites including, but not limited to:
1. The scientific and anthropological reasons for pursuing
the proposed investigation.
2. Hypotheses to be tested and the questions to be asked
of the data; that is, what the investigator hopes to
determine about past human activity including such
items as occupational sequence, settlement patterns,
subsistence strategies, chronology, trade and social
networks, alliances, etc.
3. The explicit manner in which data will be collected and
analyzed, and how these relate to the research goals.
4. Plans for consultation with affiliated Native Americans,
and/or other cultural groups.
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5. Inferential techniques to be used to interpret the
data.
6. Schedule and work effort estimates.
For additional information refer to "Guidelines for
Archaeological Research Designs," Preservation Planning Bulletin
Number 5, Office of Historic Preservation, February 1991.
Assembling Collections
When cultural materials are encountered as the result of a
prehistoric or historic resource survey, excavation , or other
study, archival procedures must be followed and decisions must
be made by qualified archeologists as to what must be recorded,
discarded, or saved for a permanent collection. Decisions to
eliminate material may have to consider hazards to health and
safety, deterioration of material beyond its ability to be
preserved, redundancy of artifact types, importance for
scientific research, heritage appreciation, or educational
value, or its age being too recent to qualify as historical.
Such decisions also must consider practical factors, such as
weighing the costs of curation against the present and potential
heritage and research values of the materials.
When a qualified archeologist conducts a prehistoric or
historic resource survey, excavation, or other study, the
collection strategy should be stated in the research design and
approved by the lead agency responsible for the enforcement of
environmental laws and regulations in consultation with the
curator or collection manager of the selected repository. The
goals of collection should be defined in the research design.
In addition, archival storage and recordation practices and
procedures should be coordinated with the curator or collections
manager and included in the archeological budget, such as:
1. All paper products used for note -taking,
catalogs,labels, and tags and bags should be archival
quality;
2. A number 2 pencil should be used for notes;
3. Photographic images should be archivally processed and
stored in archival quality holders.
4. Collections should be labelled as specified by the
curator or collections manager.
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When a qualified archeologist assembles a collection, the
following issues should be considered in consultation with the
curator or collections manager in charge of the repository:
1. What types of materials should be included within a
collection? Decisions should be based principally upon
the value of cultural materials for future research,
heritage appreciation, education and interpretation.
These values may vary in accordance with (1) the type
of prehistoric or historic archeological resource
investigated, (2) the research goals of the
investigation, (3) concerns of culturally affiliated
groups, (4) the distinctive curatorial goals of the
repository, (5) specific regional goals specified in
historic preservation plans, and (6) other factors.
Accordingly, flexibility in the selection of materials
for curation should be maintained. This should be
governed by a collections management plan that
addresses the management and research goals of the
project, the types of materials to be collected and
curated, and a sampling strategy that is acceptable to
the principal investigator, review agencies, and
recipient repository. The collections management plan
should also contain a provision for periodic review so
that future needs can be considered. Minimally, the
collections management plan should include provisions
that a representative sample of classes of cultural
materials should be retained unless there is an
overarching concern (e.g., health risk, repatriation of
human burial remains to culturally affiliated Native
American tribes, or impracticality of stabilization).
Complete finished objects are generally rare and should
receive high priority for research and interpretive
display. Fragmentary objects with diagnostic
attributes (e.g., patterns, complete dimensions,
temporal attributes, stylistic attributes, makers'
marks, use -wear marks, etc.) are important for
comparative analysis and should generally be saved.
Material with resides, chemicals, or elements
potentially useful for future studies should be
considered for retention.
What amounts and percentages of materials should be
saved? Considerations should include heritage values,
future research potential, sampling theory, and
practical storage limits.
3. Can organic and metallic materials survive untreated,
or will they require conservation treatment? If
treatment is required, what type of treatment is
cum
desirable and at what cost? If treatment cannot be
assured, then all reasonable efforts should be taken to
document the material attributes. Conservation
measures for initial preservation should be completed
prior to acquisition by the permanent repository, as
part of the project proponent costs. Permanent
conservation and maintenance measures should be the
responsibility of the repository.
In the event that all recovered materials will not be
curated, the following should be considered:
Have materials which are to be discarded been
adequately documented? Could discarded materials be stored
in containers labelled by provenance? Culled material need
not be discarded as refuse. Controlled disposal could be
implemented so that some materials would be stored in
inexpensive containers at selected "deep storage
facilities," not qualifying as curation repositories. In
the event that re-examination were deemed necessary, at
least some potential would exist that culled material could
survive.
Finally, the qualified archeologist who recovered the
collection should provide the appropriate regional information
center with the information regarding the location of each site
specific collection so that this information can be incorporated
into the site record inventory.
Selection of Repositories
Archeological collections should be curated only at
qualified repositories, i.e., those that meet or exceed the
following guidelines for the curation of prehistoric or historic
archeological collections. Choosing which qualified repository
will serve as the storage facility for a collection should
include considerations of locality, heritage concerns, and
research emphasis. Generally, collections should remain within
the region from which they originated. To ensure ready access
to site -specific collections, portions of a single collection
should generally not be curated at multiple repositories.
Additionally, the investigator should consider the advisability
of curating new collections from a site at the same repository
housing previous collections from that site. The selection of a
repository should involve consideration of the cultural,
scientific and educational value of the collection (e.g., a
collection from a Chinese American site may best be curated at a
Chinese American museum, or a collection from a Native American
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site may best be curated by a qualified repository maintained by
a tribal museum, or a collection from an historic railroad
logging camp may best be curated at a railroad history museum).
Such decisions should best reflect the needs of the entire
collection, not a unique or special purpose portion of the
collection.
Repositories that have significant prehistoric and historic
Native American collections should have a Native American on
their Board of Directors, or a Native American Advisory
Committee to provide assistance regarding Native American
religious and heritage concerns.
criteria for Qualified Repositories
A repository shall be considered qualified to provide
adequate permanent curatorial services for archeological
collections when it is able to:
1. Provide and implement a written collections
management policy that includes guidelines for the
acceptance, maintenance, conservation, treatment, use,
loan, transfer, disposal and/or deaccession of
materials and associated records.
2. Accession, label, catalog, store, maintain, inventory,
and conserve collections, or require the same of the
donor or contractor, on a permanent basis using
professional museum and archival practices.
3. Maintain complete and accurate records of its
collections, including, but not limited to: accession
records, catalog and artifact inventory lists, field
notes, site records, reports, photographs, negatives,
color slides, maps, oversized site and architectural
drawings, collection inspection records, treatment and
conservation records, loan records, and discard or lost
material records. Records should be stored in
archivally secure conditions in accordance with
guidelines for other components of the collections (see
below).
4. Dedicate facilities, qualified collections management
professionals, staff, and equipment to store, study,
and conserve its collections in accordance with
contemporary professional guidelines and the guidelines
addressed elsewhere in this subsection.
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5. Provide physical security for its collections,
including fire, water, biological, theft, and intruder
protection.
6. Provide access to its collections to qualified
professionals and legitimate public use and maintain
formal use and loan agreement procedures.
7. Provide adequate space and facilities for the viewing
and examination of cultural materials by qualified
users.
8. Provide a long range management plan describing how and
when the above criteria will be met and/or curation
management capabilities improved.
Guidelines for the Acquisition of Archeological Collections
The following are guidelines for the acquisition of
archeological collections by qualified repositories in
compliance with state environmental laws, regulations and
guidelines.
Terms of Acquisition as Provided in Cultural Resource
Management CRM Contracts: When agencies and consultants
develop contracts with landowners for the recovery of
archeological materials, language addressing the final
disposition of the artifacts, specimens and associated
records should be written into these contracts (see
Appendix A).
When artifacts, specimens and associated records are
donated to a qualified repository, a formal Deed of Gift
will be signed by the Donor and Recipient. This ensures
that the collections were acquired legally (see Appendix
B) .
Guidelines for Archeological Collections Management Policy
The following are guidelines for the preparation and
implementation of a collections management policy to process,
manage, curate archeological collections created in compliance
with state environmental laws, regulations and guidelines.
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Statement of Purpose
Should include the kinds and scope of collections to be
curated, the geographical and/or tribal areas to be served,
the kinds of services available.
Procedures for the Management of Archeological Collections
1. Collections should generally be stored cleaned,
stabilized or conserved as appropriate. However, due
to the potential research value for materials left in
their original state, some materials designated by
qualified archeologists should be stored uncleaned to
preserve unique residues, chemicals, or elements.
2. Collections shall be cataloged in such a way as to
indicate their official state identification number and
intra-site provenance, when such information exists.
Generally the repository should insist that the
qualified professional complete the labelling and
cataloging of the collection prior to acceptance by the
repository. Items should be placed in archivally
stable containers (e.g., polyethylene bags where
appropriate) with the exterior permanently labelled,
and an archivally stable label with the appropriate
provenance information placed within the container.
3. Storage should be appropriate to the type and
sensitivity of the materials. For example stable items
can be stored on open shelves or placed on display,
while unstable items and groups of items should be
stored in archivally stable containers and labelled for
identification.
4. An inventory of all storage containers should be
created to indicate their contents and storage
location. If items are removed from storage for a
period exceeding immediate use, a note should be made
to the inventory and a tag included within the storage
container indicating the date of removal, the person
who removed the item, and identification of its new
location or reference to its loan agreement.
5. If material conservation (e.g., impregnation with
polyethlene glycol) or collection treatment (e.g.,
application of an insecticide to the building) is
conducted, a record of the process and chemicals used
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should be kept. This record may be crucial for
determining material contamination when future
researchers conduct scientific analyses.
Procedures for the Management of Associated Records
1. At least one copy of the reports, field notes, artifact
catalogs, photographs and negatives, maps, and other
site records should be housed at the same repository
storing the archeological collections. It is
recommended that all records be produced on archivally
stable materials. For security, at lease one duplicate
copy of all records is recommended to be stored in a
second secure location.
2. Paper records must be stored in archivally stable
containers, file drawers, map and photographic
cabinets, not on open shelves. Records that indicate
the locations of resources should be stored in secured
containers, drawers, or cabinets.
3. Electronic records (e.g., magnetic and optical disketts
and tapes) must have a hardcopy record, as they are not
regarded as archivally stable media. Electronic media
(especially magnetic media) deteriorate over a period
of years when they are not used. Furthermore, because
of ever -changing hardware and software, electronic
media may soon become unreadable unless their period
hardware and software are also available.
4. An inventory of all records should be created to
indicate the contents and storage location of each
container, file, and cabinet with reference to the
repository's accession numbers and site identification
numbers. If items are removed from storage for a
period exceeding immediate use, a note should be made
to the inventory and a tag included within the
container, file, and cabinet indicating the date of
removal, the person who removed the record, and
identification of its new location or reference to its
loan agreement.
5. Because archeological site records are housed at
regional information centers throughout the state,
repositories should notify each appropriate center of
the site -specific collections housed at the repository.
Information provided should include the site name and
trinomial and the repository accession number.
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Deaccessionina
List the criteria for deaccessioning an item or
collection. Determine who makes the decision to deaccession and
what disposal methods are appropriate. Ordinarily, objects
should not be sold but rather donated or traded to other
research or educational institutions.
Inventory Control
Describe procedures to systematically and periodically
inventory curated objects and associated records. Spot check
inventories are not sufficient. Develop procedures to be
followed if curated items are mission.
Emergency Plans
Explain steps to provide physical security for collections
against fire, water, pests, earthquake, theft, and vandalism.
Outline staff procedures in response to an emergency.
Use of Collections
Archeological collections should be available for
scientific, cultural, educational, traditional, and other
legitimate public uses, subject to such terms and conditions as
are necessary to protect and preserve the scientific,
interpretive or cultural importance and uniqueness of the
collection. Access to associated records that contain
locational information should be restricted to ensure that
disclosure would not create a risk of harm, theft or destruction
to the sites from which collections were obtained. Individuals
requiring locational information should be referred to the
regional information center responsible for archiving cultural
resource data. See Appendix C for a sample of a use agreement
for an archeological collection.
No collection or portions of a collection should be loaned
without a written agreement between the repository and the
borrower. Such agreements shall identify the borrower,
institutional affiliations, reason for loan, catalog of items,
condition of items, conditions of loan, and termination date.
If the material has a demonstrable monetary value, then proof of
insurance or a bond could be requested. Original records should
never be loaned; rather, copies of documents should be provided.
See Appendix D for a sample of a short-term loan agreement for
an archeological collection.
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Funding for Permanent Collections
Each repository is responsible for establishing its fees,
based upon the required storage volume (or other standard
measure) of collections (e.g., $500 per cubic foot). These fees
should take into account standard labor costs, costs of
supplies, as well as local property values/taxes. To provide
for permanent curation, funds should be invested so that income
from investments cover collection maintenance expenditures,
including expenses for utilities, salaries, supplies, postage,
and other overhead costs. Repositories should ensure that
appropriate funds are invested to procure income to cover the
permanent costs of operation. Funds for capital expenditures
and major equipment should be sought from diversified sources,
including: government and private grants, public fund-raising
events, and loans from financial institutions. The State
Historical Resources Commission encourages state agencies to
designate appropriate funds for curatorial facilities to ensure
the availability of adequate repository facilities to meet the
agencies' ongoing needs.
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A P P E N D I C E S
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APPENDIX A
(These are examples only and may be flexibly applied.)
EXAMPLE OF CURATION TERMS FOR CRM CONTRACTS
Artifacts, specimen' and associated records from the <Name of Project> are
to be unconditionally donated to the <Name of Repository> for the purpose
of long-term curation as an archaeological collection. All materials submitted
for curation will be properly catalogued and inventoried by provenance and
material or record type, according to written instructions <Attachment 1> of
the <Name of Repository>. The <Name of Proper Owner> agrees to sign
a Deed of Gift <Attachment 2> and to pay the estimated sum of <S >
to the <Name of ReDository> for its curation services. As a good faith
measure, the <Name of PropcM Owner> agree to pay <percentaee> of the
estimated sum for curation to the <Name of Repoc_itol > upon signature of
this contract. If these funds exceed the estimated cost for curation, the
<Name of Repositorv> will reimburse the <Name of Proper Owner> upon
final receipt of a Deed of Gift for the archaeological collection.
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(These are examples only and may be flexibly applied.)
EXAMPLE OF A DEED OF GIFT FOR ARCHAEOLOGICAL
COLLECTIONS
Artifacts, specimens and associated records, hereinafter called the Gift, listed
in Attachment A to the Deed of Gift, were recovered from the sites listed in
Attachment B in connection with the <Nam of Prnl ct>. These sites are
located on lands to which title is held by <Name of Donor> hereinafter
called the Donor, and that the donor holds free and clear title > the artifacts
and specimens; and that the Donor is desirous of donating tto he Gift tthe
<iVame of R oocitory> hereinafter called the Recipient, to ensure their
continued preservation and protection as an archaeological collection. The
Donor does hereby unconditionally donate to the Recipient, for unrestricted
use, the Gift listed in Attachment A to this Deed of Gift; and the Recipient
acknowledges receipt of this Gift, upon payment of the mutually agreed fee
of $
Donor <sienature> Date:
Recipient <sienaturc> Date:
'-- O i; 0212
-19-
APPENDIX C
(These are examples only and may be flexibly applied.)
EXAMPLE OF A USE AGREEMENT FOR AN ARCHAEOLOGICAL
COLLECTION
I, <Name of User>, agree to use the artifacts, specimens and associated
records from <Name or Trinomial of Site>. collected from the <Name of
Frgject> in a manner that will not damage or alter the objects, except as may
be prescribed in Attachment A, by mutual agreement with the <Name of
Reposi_ tort' and Legal Owner (if different)>.
I agree to acknowledge and credit the Legal Owner and the Repository in any
exhibits or publications resulting from this use. The credit line shall read as
follows: "Courtesy of the <Name of Re osito and pgal Owner (if
different)>." I agree to provide the Repository and the Legal Owner with
copies of any resulting publications.
User > Date:
Repository <signatur > Date:
.wJ.O G Q n
l
PA*Q Wr��:���
(These are examples only and may be flexibly applied.)
EXAMPLE OF A SHORT-TERM LOAN AGREEMENT FOR AN
ARCHAEOLOGICAL COLLECTION
The <Name of Reoository>, hereinafter called the Repository, agrees to loan to
<Name of Borrow r> hereinafter called the Borrower, certain artifacts, specimens
and copies of associated records listed in Attachment A, hereinafter called the
Collection, which were collected from the <Name or Trinomial of R so tt > . The
collection was recovered in connection with the <Name of Project>. located in
<Name of the near City or Town>- county of <Name of County>, State of
<Name of State>. The collection is the property of the <Name of T PYal Owner>
hereinafter called the Legal Owner.
The Collection is being loaned for the purpose of -cite Vutmse>. beginning on
<Month_ Day. Y_ear> and ending on <Month. Day. Year>.
During the term of the loan, the Borrower agrees to handle, package and ship or
transport the Collection in a manner that protects it from breakage, loss,
deterioration and contamination, in conformance with the terms and conditions
stipulated in Attachment B to this loan agreement.
The Borrower agrees to assume full responsibility for insuring the Collection
or for providing funds for the repair or replacement of objects that are
damaged or lost during transit and while in the Borrower's possession. Within
five (5) days of discovery, the Borrower will notify the Repository of instances
and circumstances surrounding any loss of, deterioration and damage to, or
The Borrower agrees to acknowledge and credit the Legal Owner and the
Repository in'any exhibits or publications resulting from the loan. The credit
line shall read as. follows: "Courtesy of the <Name of Leon] Owner and
Renositorv> " The Borrower agrees to provide the Repository and the Legal
Owner with copies of any resulting publications.
Upon termination of this agreement, the Borrower agrees to properly package
and ship or transport the Collection to the Repository.
Either parry may terminate this agreement, effective not less than < Number >
days after receipt by the other parry of written notice, without further liability
to either party.
Repository <signature> Date:
Borrower <sien ture> Date:
-� 024
-21-
APPENDIX E
(These are examples only and may be flexibly applied.)
Example of a Contract for Curation services
Artifacts, specimens, and associated records, hereinafter called
the Collection, listed in Attachment A to this curation
agreement, were recovered from the sites listed in Attachment H
to this curation agreement. These sites are located on lands to
which title is held by [Name of Landowner]. Title to the
Collection is held free and clear by [Name of Assignor] who has
legal authority to make this agreement.
The described Collection is conveyed by [Name of Assignor] to
[Name of Repository], hereinafter called the Repository to ensure
its continued preservation, protection, and accessibility as an
archaeological collection, subject to the conditions on page two
of this agreement. The term of this contract shall extend [begin
date] to [end date)/ for perpetuity.
[Name of Assignor] provides $XXXX to the Repository to support
the continued curation of the Collection.
Signature of authorized representative, title, date
Institution's name and address
OR
Assignor's signature, address, date
The Repository hereby accepts this collection for curation
subject to the provisions on page two of this agreement.
Signature, title, date
Office address
-22-
Curation Agreement Conditions
1. The Repository will incur no expense to accept or return the
Collection to the Assignor, except as by previous written
agreement.
2 The Repository will safeguard the Collection in its custody in
the same manner as its own property and consistent with the State
of California Guidelines for the Curation of Archaeological
Collections.
3. The Assignor estimates the value of the Collection to be
$XXXX. This figure is only an estimate and is not binding on the
Repository.
Pursuant to this agreement, the Assignor hereby:
reserves the right to approve any requests which would
remove the Collection or portion of the Collection from the
facilities of the Repository
_yes no
in all other matters permits the Repository to make all
decisions regarding the availability of the Collection to
other institutions or individuals for exhibit, research,
inspection, or publication without consultation with the
Assignor insofar as that action conforms to the stated
policy of the Assignor and applicable federal and state
laws and regulations.
Ayes no
permits the Repository Lo make all decisions regarding
analysis which may be destructive to a portion of the
Collection from the facilities of the Repository
^yes no
reserves the right to approve any requests for analysis
which is destructive of any portion of the Collection.
_yes ,no
permits the Repository to copy or photograph the Collection
for its own use, and to make copies and photographs
available for research, exhibit, or publication with the
following credit line
ves no
reserves the right to approve any requests for commercial
use of copies or photographs of the Collection, but permits
the Repository to copy or photograph the Collection for its
own use, and to make copies and photographs available for
others for research or educational purposes only with the
��.t, 0 2 E
-23-
following credit line
reserves the right to inspect the conditions of curation of
the Collection at a time to be mutually agreed upon by the
Assignor and the Repository
Yes no
5. This contract may be terminated by the Assignor or the
Repository by providing 30 days written notice. For those
agreements that cite an ending date, this agreement may be
renewed subject to the approval of both the Assignor and the
Repository.
6. The Repository will release the Collection to the Assignor
upon the surrender of this curation agreement, or upon receiving
written order from the Assignor.
7. It is the responsibility of the Assignor to promptly send
notification in writing of any change of address or change in
ownership of the Collection.
R. In the event of the death of the Assignor or dissolution of
an Assignor agency, a legal agent is requested to notify the
Repository as soon as possible in writing, giving the full name
and address and interest in the collection. The agent will also
furnish an applicable legal documentation to the Repository.
9. If the Collection is not claimed with seven years from the
termination date of this contract, if any, title to the
Collection shall vest in the Repository, free from all claims of
the Assignor and of all persons claiming through or under the
Assignor.
'.A.01J 02 ;`
BI #3
STAFF REPORT
HISTORICAL PRESERVATION MEETING
DATE: MARCH 23, 1993
FROM: PLANNING & DEVELOPMENT DEPARTMENT
SUBJECT: CERTIFIED LOCAL GOVERNMENT APPLICATION STATUS
BACKGROUND:
City Council will be given an informational presentation on the CLG program in the next few
weeks. Staff is waiting for comments on the existing Preservation Ordinance from the
Sacramento SHPO office before going to Council with the recommendation for application for
certification.
HPCST.003
1
•.Ui 02S
CC
MINUTES
HISTORICAL PRESERVATION COMMISSION - CITY OF LA QUINTA
A regular meeting held at the La Quinta City Hall
78-105 Calle Estado, La Quinta, California
February 23, 1993
I. CALL TO ORDER
A. The meeting was called to order at 5:33 P.M. by Chairwoman Barrows and
Commissioner Ellson led the flag salute.
H. ROLL CALL
A. Chairwoman Barrows requested the roll call. Present: Commission Members
Mosher Ellson, Marrs, Adolph, and Chairwoman Barrows.
B. Staff Present: Planning Director Jerry Herman, Principal Planner Stan Sawa,
Associate Planner Leslie Mouriquand-Cherry, and Department Secretary Betty
Anthony.
III. BUSINESS SESSION:
A. Presentation by Mr. Drew Palette President of the Coachella Valley Archaeology
Society
1. Associate Planner Leslie Mouirquand-Cherry introduced Mr. Palette to the
Commission. Mr. Palette reviewed with the prehistory of La Quinta with
the Commission and pointed out some of the prehistoric sites. He went
on to state that the Coachella Valley Archaeology Society (CVAS) has
about 200 members and their primary purpose is public education and
outreach.
2. Commissioner Ellson inquired where the archaeology find at the Wal-Mart
site had been taken to. Mr. Palette stated it was being curated at the
University of California at Riverside (UCR).
3. Commissioner Marrs stated he was glad to hear the City was actively
involved in preserving these sites.
HPC2-23 1 ;.a
_., 02c
Historical Preservation Commission Minutes
February 23, 1993
4. Planning Director Jerry Herman asked Mr. Palette to explain to the
Commission the phasing process during an archaeology study. Mr.
Palette stated there were three main parts to the study:
a. Survey and identify the site.
b. Testing and determining the significance.
C. If found to be significant, preserve or recover the artifacts.
Mr. Palette went on to elaborate on the process and Commissioners asked
questions concerning the process.
5. Commissioner Ellson inquired if there were only three tribes that were
recorded to have lived in this area. Mr. Palette stated there were three
groups of Indians but they were all basically a part of one tribe, the
Cahuilla.
6. Commissioner Ellson asked if it was possible for the City to retrieve the
artifacts that had been collected in order to establish our own museum.
Mr. Palette explained to the Commission the difficulty in caring for the
pieces and unless La Quinta had a museum in place with the ability to
preserve the artifacts, it could be detrimental to the artifacts. In addition,
it sometimes can be difficult to determine who actually owns the artifacts.
7. Commissioner Adolph asked whether property owners could be
conditioned to donate the artifacts to the City. Mr. Palette suggested the
City invite someone from the UCR to answer these questions.
8. There being no further discussion, Chairwoman Barrows thanked Mr.
Palette for taking the time to educate the Commission on so many areas.
B. Certified Local Government Status
1. Assistant Planner Leslie Mouriquand-Cherry explained what a Certified
Local Government was and the process it would take for the City to
become certified.
2. Chairwoman Barrows asked Staff to clarify what information Staff needed
from the Commission. Staff explained that this would better be handled
during a study session, but basically Staff suggests that the Historical
Preservation Commission petition the City Council to see whether they
desire the Historical Preservation Commission to file for the Certified
Local Government status.
HPc2-23 2
03r
Historical Preservation commission Minutes
February 23, 1993
3. Commissioner Mosher asked if the Historical Preservation Commissioners
based on their resumes, would qualify. Staff stated that most of the
Commissioners would, but the City could also qualify by having an
advisory staff member or adding an additional member(s) from the
community who held the expertise needed.
4. Following discussion, it was moved by Commissioner Ellson and seconded
by Commissioner Mosher to recommend to the City Council that the
Historic Preservation Commission apply for the Certified Local
Government Certification as described in the Staff report as Option #2.
Unanimously approved.
C. Discussion on preservation issues with the La Ouinta Historical Society members
1. Mr. Fred Rice, Chairman of the Historical Society introduced the
Boardmembers who were present, and stated their willingness to work
with the Commission on any issues they so desired. He further stated
there needed to be a Historical Preservation Ordinance adopted by the
City. Mr. Rice then displayed a pictorial history of La Quinta as well as
brochures that had been published by the Society.
2. Commissioner Adolph asked the Society if they had any knowledge of
how the City could have archaeological artifacts held in the City.
Discussion followed between the Commission and the Society members.
Following the discussion, the Commission asked Staff to check into
methods of keeping artifacts in La Quinta. It was suggested that an
agreement could possibly be made with Palm Springs Museum to keep the
items stored there until La Quinta could establish their own.
V. PUBLIC COMMENT - None
VI. CONSENT CALENDAR - None
VII. OTHER - None
VIII. ADJOURNMENT:
A motion was made by Commissioner Mosher and seconded by Commissioner Ellson to adjourn
this regular meeting of the Historical Preservation Commission to a regular meeting on March
23, 1993, in the La Quinta City Hall Council Chambers. This meeting of the La Quinta
Historical Preservation Commission was adjourned at 6:50 P.M., February 23, 1993.
HPC2-23 3
031