II. 1 Introduction

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4h) Is there a management plan for the property?

4h1) If YES, please summarize the plan, indicating if the plan is being implemented and since when, and the URL where the plan can be located, if available. (A copy of the plan should be submitted in December 2004. See Section 8)

Monticello has a detailed 213-page management plan, with rolling three-year financial projections. In addition, a Historic Structures Report was completed in 1987. The University of Virginia completed a Historic Structures report in 1987, but does not yet have a formal management plan. See below.

4h2) If NO, is a management plan under preparation or is preparation of such a plan foreseen for the future?
University of Virginia:

A Historic Preservation Master Plan will be commissioned in September 2003. The Master Plan will define and guide a University preservation stewardship ethic which will extend beyond the boundary of the Academical Village, as development pressures result in new construction adjacent to and around existing historic properties. As a first step toward the completion of a Historic Preservation Master Plan, the University has conducted a grant-funded research project to document the evolution of the built and natural environment of the University Grounds from 1817 through the present. Over the past six summers, an interdisciplinary team of graduate students from the School of Architecture has worked under the direction of a University Landscape Architect to trace the development of land use, roads, topography, water, and vegetation in addition to buildings, using primary source material from the University’s Special Collections Library. The project, which will be completed in the summer of 2003, has produced a narrative history that identifies historic periods and themes that will form the basis of the Historic Preservation Master Plan Site History work.

The Historic Preservation Master Plan will provide an important collection of foundation analysis and documentation in support of the University of Virginia’s historic preservation values and priorities. The University will use the analysis and documentation of the Historic Preservation Master Plan as a crucial piece of overall strategic master planning, continuing to develop a model preservation program across the entire site that is founded on the principle that the historic buildings will be intensively used, will grow, and will evolve.

Financial Resources
4i) What is the annual operating budget for the property in the current fiscal year? (For sites consisting of more than one property provide the budgets of constituent parts.)
Monticello: $15, 871,000 USD. 36% from Museum Shops and Catalog Sales, 34% from Admissions, 14% from Gifts and Grants, 12% from Investment Return, and 4% from other sources.

University of Virginia: Jeffersonian Precinct--In process of collecting data.

Sources of Expertise and Training in Conservation and Management Techniques
4k) Please describe any sources of specialized expertise, training, and services that come from sources off-site (e.g., training centers, museum conservation facilities).

Monticello and the University routinely send staff off-site for specialized training. Except in lean years, the restoration budget has provided funds for the architectural conservator to attend a course, usually lasting one week, on some technical aspect of conservation and restoration. These courses have been sponsored by organizations such as the Association for Preservation Technology, Virginia Conservation Association, the Smithsonian, Winterthur, and private concerns.

University of Virginia: Jeffersonian Precinct Historic Preservation Consultant Team:

Richard Guy Wilson

Commonwealth Professor of Architectural History

The University of Virginia

Charlottesville, Virginia

Calder Loth

Senior Architectural Historian

Virginia Department of Historic Resources

Richmond, Virginia

Hugh Miller

Chief Historical Architect

National Park Service

Director (retired)

Virginia Department of Historic Resources

Adjunct Professor (retired)

Goucher College, Maryland
William Beiswanger

The Robert H. Smith Director of Restoration

The Thomas Jefferson Memorial Foundation, Inc.

Monticello, Charlottesville, Virginia

Mark R. Wenger

Architectural Historian, Architectural Research Department

Colonial Williamsburg Foundation

Williamsburg, Virginia
Travis McDonald

Director of Architectural Restoration

Thomas Jefferson’s Poplar Forest

Lynchburg, Virginia

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