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"PART III. Record of Treatment

This section addresses a later stage of the documentation process as the recommended preservation or capital improvement projects or additional research are completed at a resource. As such, it may not be included in the scope of work for the initial preparation of an HSR or Preservation Plan [PP], but it can be extremely beneficial if prepared soon after any work is completed.

It would be appropriate for this section to be complied by a project architect, consultant, site manager, owner, or project representative. It should be viewed as a continuing and additive process, allowing all information to be stored in one place, and giving future users the benefit of learning from earlier efforts.

Physical Project Completion Report
HSR
PP
 
O
O
State the intent of each physical improvement project
O
O
Identify how the work was approached and the means of accomplishing the work
O
O
Identify individuals involved in the completion of the work including staff, volunteers, design professionals, and construction firms and supervisors
O
O
Identify the various phases of the project and the results, costs, and duration of each phase
O
O
Identify any discoveries or confirmations of assumptions resulting from the undertaking
O
O
Photograph areas affected by work before, during, and after project
O
O
Construction drawings and specifications; as-built drawings; submittals including drawings, samples, material data sheets, color samples, and cut-sheets
O
O
Field notes, project correspondence, project schedule with any revisions
O
O
Contract information with design professionals and contractors, project financial accounting information
R = minimum recommendations; O = optional elements

At many historic resources, information pertaining to relatively recent construction related projects could be as hard to decipher as work that took place one hundred years ago. In large part this is due to the improper storage of records related to construction projects. This is true of both “informed” preservation projects, as well as “haphazard” or “reactionary” improvements. As a result, it is difficult to learn from the successes and failures of these prior efforts.

This section is highly recommended for each physical improvement project related to either an HSR or Preservation Plan. It acts as a means for future owners and caretakers to take full advantage of physical improvements by maintaining a complete record of all construction-related activities. This can assist in the understanding of how and why certain decisions were made, any limitations, physical, financial, or otherwise, the specific locations of concealed work such as piping or electrical lines, and problems encountered.

Hawkins, Dominque M., AIA. Historic Structure Reports and Preservation Plans [download PDF format file], New Jersey Historic Preservation Office, p. 28-30.

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