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15S-0008
Report on the
Alabama Historical Commission
Montgomery, Alabama
Department of
Examiners of Public Accounts 50 North Ripley Street, Room
3201
P.O. Box 302251
Montgomery, Alabama 36130-2251
www.examiners.alabama.gov
Ronald L. Jones, Chief Examiner
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State of Alabama Department of
Examiners of Public Accounts
Telephone (334) 242-9200
FAX (334) 242-1775
Mailing Address:
P.O. Box 302251
Montgomery, AL 36130-2251
Ronald L. Jones
Chief Examiner
Location:
Gordon Persons Building 50 North Ripley Street, Room 3201
Montgomery, AL 36104-3833
June 18, 2014
Representative Howard Sanderford
Chairman, Sunset Committee
Alabama State House
Montgomery, AL 36130
Dear Representative Sanderford,
This report was prepared to provide information for use by the
Sunset Committee in
conducting its review and evaluation of the operations of the
Alabama Historical
Commission in accordance with the Code of Alabama 1975, Section
41-20-9.
The report contains unaudited information obtained from the
management, staff, and
records of the Alabama Historical Commission in addition to
information obtained from
other sources.
Please contact me if you have any questions concerning this
report.
Sincerely,
Ronald L. Jones
Chief Examiner
Examiners
Robin Hutcheson
Samuel Cowart
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CONTENTS
PROFILE
................................................................................................................................................
1
Purpose/Authority
.................................................................................................................................
1
Characteristics
......................................................................................................................................
4
Operations
.............................................................................................................................................
5
Financial
...............................................................................................................................................
6
SIGNIFICANT ISSUES
........................................................................................................................
7
STATUS OF PRIOR FINDINGS
.........................................................................................................
8
ORGANIZATION
...............................................................................................................................
15
PERSONNEL
.......................................................................................................................................
19
REGULATION IN CONJUNCTION WITH OTHER ENTITIES
................................................ 21
Closely Associated Associations and Foundations:
...........................................................................
21
FINANCIAL INFORMATION
..........................................................................................................
23
Schedule of Fees
.................................................................................................................................
25
Schedule of Receipts, Disbursements and Balances
..........................................................................
34
Operating Receipts vs. Operating Disbursements (Chart)
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35
QUESTIONNAIRES
...........................................................................................................................
38
Commission Member Questionnaire
..................................................................................................
38
APPENDICES
......................................................................................................................................
42
Sub-Grant Projects
..............................................................................................................................
42
Receipts and Expenditures by Historic Site
.......................................................................................
46
Professional Services by Vendor
........................................................................................................
49
Historical Sites Administered by the Commission
.............................................................................
54
Rehabilitation Tax Credit Program
.....................................................................................................
56
Applicable Statutes
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58
Commission Members
........................................................................................................................
76
Commission Response to Significant Issues
......................................................................................
79
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1
PROFILE Purpose/Authority
Commission Functions under State Law
The Alabama Historical Commission was established by Act 168,
Acts of Alabama 1966 in
response to the passage and implementation of the National
Historic Preservation Act of 1966.
The Commission operates under the provisions of the Code of
Alabama 1975, Sections 41-9-
240 through 41-9-263. The Commissions mission is to preserve,
promote and protect Alabamas historic places, sites and
objects.
Unlike the Department of Archives and History, which primarily
deals with preservation of
artifacts and records, the Historical Commission is primarily
concerned with the preservation of
buildings, landscapes, and archaeological sites of historical
significance. The Historical
Commission is also concerned with the preservation of artifacts
and archival documents
associated with historic sites that it owns. State law makes the
Commission responsible for the
following activities:
Acquisition and preservation of historic properties and
education of the public on historic sites in Alabama. The
Commission assists, through various programs and initiatives, in
the
preservation of scores of other historic places throughout
Alabama. (Note: We have interpreted
the phase "education of the public on historic sites in Alabama"
as being this broader mandate,
beyond 11 particular sites which the AHC happens to own). The
Commission owns, operates,
or has custody of historic sites located throughout Alabama.
(See the appendices of this report
for a list of the Commissions properties.)
Underwater Cultural Resources Act - The Commission, in
conjunction with the Alabama
Department of Conservation and Natural Resources, administers
Alabamas Underwater Cultural Resources Act, the provisions of which
are found in the Code of Alabama 1975,
Sections 41-9- 290 through 41-9-299.2.
Human Burial Remains - The Commission is also tasked by the Code
of Alabama 1975,
Section 13A-7-23(1)(d) to promulgate rules and regulations for
the issuance of a permit and may issue a permit to persons or
companies who seek to restore, preserve or relocate human
burial remains, human skeletal remains, funerary objects, or
otherwise disturb a place of
burial.
Alabama Historic Rehabilitation Tax Credit - The Commission is
also tasked by the Code of
Alabama 1975, Section 40-9f-3 to develop standards for the
approval of the substantial
rehabilitation of qualified structures for which a tax credit is
sought. The standards shall take
into account whether the substantial rehabilitation of a
qualified structure is consistent with the
historic character of the structure or of the Registered
Historic District in which the property is
located.
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Commission Functions under Federal Law
(State Historic Preservation Officer (SHPO)
The National Historic Preservation Act of 1966, as amended,
gives each state the right to act as
the federal governments agent in implementing a national
historical preservation program contemplated by the Act. The Act
established a National Register of Historic Places as a means
to designate which places should be recognized and gave states
the right to review federal
projects that could affect National Register eligible sites.
Federal projects are defined as those
that use federal funds or require federal licenses. The United
States Department of Interior was
designated as the federal agency to administer the act. The
federal governments point of contact with the states is someone
designated in each state as the State Historic Preservation
Officer (SHPO).
Frank White, Executive Director of the Alabama Historical
Commission is the governors appointee to serve as the SHPO for
Alabama. SHPO functions are not prescribed in state law
for the Alabama Historical Commission but are accomplished
according to federal law.
Federal agencies must consult with the SHPO when identifying
historic properties and when
assessing the effects of any federally involved undertaking on
historic properties.
The National Historic Preservation Act of 1966, as amended,
requires that federal undertakings
take into account the effect its actions have on any district,
site, building, structure, or object
included in or eligible for the National Register of Historic
Places. This process, commonly
known as Section 106, has three main goals:
(1) Identify historic and prehistoric properties eligible for or
listed in the
National Register and which might be impacted by a specifically
funded or
licensed federal undertaking.
(2) Assess the effects of the specific federal undertakings on
properties eligible for or
listed in the National Register.
(3) Seek ways to avoid, minimize, or mitigate any adverse
effects on historic
properties.
A federal undertaking can include a direct undertaking by a
federal agency, an undertaking
brought about by the granting of funds by a federal agency, or
an undertaking permitted by a
federal agency.
Examples of federal activities subject to the Act include
construction, rehabilitation and repair
projects, demolition, licenses, permits, loans, loan guarantees,
grants, federal property transfers,
and many other types of federal involvement. When one of these
activities has the potential to
affect historic and prehistoric properties, a Section 106 review
must be completed.
The Commission advises federal agencies regarding the potential
their undertakings have to
affect historic properties in Alabama. When both agencies agree
that there is, or could be, an
adverse effect to a historic property, three alternatives are
available: avoid the effect, minimize
the effect, or mitigate the effect (compensation). The federal
agency is then required to obtain a
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letter of clearance from the State Historical Preservation
Officer before proceeding with its
undertaking.
Sections 1 and 2 of the National Historic Preservation Act also
mandate that the SHPO
generally encourage preservation of our landmarks and heritage,
and a preservation ethic
among the general public, through a spectrum of
preservation-related initiatives on the part of
the SHPO. This has been the springboard of much productive
Historical Commission activity
over nearly fifty years.
A listing of the Historical sites administered by the Commission
can be found in the appendices
of this report.
ACTS PASSED SINCE THE LAST SUNSET REVIEW
Act 2013-241 codified as the Code of Alabama 1975, Section
40-9F-1 through 40-9F-8
provides a tax credit against the tax liability of the taxpayer
for the rehabilitation, preservation,
and development of historic structures. A copy of the Code of
Alabama 1975 40-9F-1 through
8 is included in the appendices of this report.
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Characteristics
Members and Selection 20 members which include the
following:
Seven ex-officio members:
Governor Lieutenant Governor Speaker of the House of
Representatives
Director of the Department of Archives and History
Director of the Alabama Tourism Department
Commissioner of the Dept. of Conservation and Natural
Resources
Director of the Technical Staff of the Alabama Building
Commission
Ten members appointed by the governor from
nominees representing the following:
One from the University of Alabama One from Auburn University
One from the University of South Alabama
One from Troy University One from the University of Montevallo
One from the Alabama Council of the American Institute of
Architects
One from the Alabama Historical Association
One from the Alabama State Chamber of Commerce
One from the Alabama Farmers Federation
One from the Alabama Archaeological Society
Three (3) members appointed by the governor from
the state-at-large.
In addition to the above, the chairman of the
Restructured Historic Chattahoochee Commission shall
serve as an ex officio policy making member of the
Commission.
Code of Alabama 1975, Section 41-9-243
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Term 6 year terms
Code of Alabama 1975, Section 41-9-243
Qualifications The nominees and appointees shall be persons who
have
demonstrated interest in and concern about the
preservation of this state's rich history and traditions and
who are conversant with the history of the state and who
are qualified to direct and supervise the work of the
Commission.
Code of Alabama 1975, Section 41-9-243
Racial Representation No statutory requirement. No black members
currently
serving on the commission.
Geographical Representation
No statutory requirement
Other Representation The law requires that the membership of
the
Commission shall be inclusive and reflect the racial,
gender, geographic, urban/rural, and economic diversity
of the state.
Code of Alabama 1975, Section 41-9-243
Compensation None, Commission members can be reimbursed for
expenses in the same amounts as afforded to state
employees and officers.
Code of Alabama 1975, Section 41-9-244
Operations
Administrator Frank White, Executive Director,
Unclassified merit system employee,
Appointed by the Commission.
Annual Salary of $129,374.88 set by the Commission
with the approval of the governor and the State
Personnel Board.
Code of Alabama 1975, Section 41-9-247
Location 468 South Perry Street
Montgomery, Alabama 36130
Office Hours Monday Friday 8:00am to 5:00 pm
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Employees 66 - Regular full-time employees
4 Part-time employees 2 Retired state employees (hourly) 1
Seasonal employee (hourly)
Immigration E-Verify Fully compliant SAVE The SAVE Program is
not applicable to the
Commission. The Commission does not issue
licenses. Grants made by the Commission are
not made to individuals.
Legal Counsel William D. Little, Assistant Attorney General from
the
AGs Office
B. Kincey Green Jr., private attorney with Reeves &
Stewart.
Subpoena Power None except as provided by the Administrative
Procedure Act, for hearings and contested cases.
Code of Alabama 1975, Section 41-22-12
Internet Presence http://www.preserveala.org/
Archaeology
Educational Opportunities
Regulatory Assistance
List of Historic Sites
News Room Grants and Tax Credits
In addition, the Historical Commission maintains a
Facebook page.
Attended Board Member
Training
1 - Executive Director
1 - Commission Member
Financial
Source of Funds Appropriations from the General Fund and the
Confederate Pension Fund, Gift Shop sales, gifts,
donations, grants, and investment income
State Treasury Operates through the State Treasury, Special
Revenue
Funds 0365, 0422, 0785
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Required Distributions Sales taxes collected on merchandise
sales at the various
historic sites are transferred to the Alabama Department of
Revenue.
The Code of Alabama 1975, Section 40-23-2(1)
Unused Funds Unexpended grants, gifts, donations, etc. are
retained at
year end.
Unexpended General Fund appropriations revert to the
General Fund at year end.
The Code of Alabama 1975, Section 41-9-255
SIGNIFICANT ISSUES
Significant Issue 2014-01 The Historical Commission as custodian
of Fort Morgan is a playing a major part of the 150
th
Anniversary of the Battle of Mobile Bay and Siege of Fort
Morgan, August 1-3, 2014. The
commemoration is expected to have a significant economic effect
on the area. In addition to
funding to prepare for the event, re-enactors from across the
nation are expected to attend.
COMMISSION RESPONSE: The AHC is preparing for the Commemoration
of the 150th Anniversary of the Battle of Mobile Bay and Siege of
Fort Morgan. The AHC has contracted with the Coastal Alabama
Business Chamber as a local partner. Coordinators for the public
and reenactor activities are in place and are being overseen by the
staff of the AHC Main office and Fort Morgan. Publicity efforts are
on a national scale and are being coordinated by AHC staff, and
the
Chamber are greatly aided by Gulf Shores & Orange Beach
Tourism. The outreach efforts are proceeding well and attendance is
expected to exceed 10,000 visitors. In addition to the visitors to
view the activities, the AHC expects to attract 500 participants
from across the region. The economic impact will be significant.
The three-day event will feature the unveiling of new markers
honoring the participants of the 1864 battles, a reenactment of the
naval actions with sailing ships in the bay, siege actions and the
largest nighttime cannon bombardment in Alabama since the original
event during the Civil War. In addition, there will be educational
and entertainment activities happening throughout Fort Morgan. In
preparation for the event, the AHC is repairing and upgrading the
buildings and facilities at the park. Visitors will be able to view
and use park facilities with a level of maintenance and safety not
seen in decades. All of the preparations will produce a safe,
educational and enjoyable experience at one of the premier historic
sites in the State of Alabama. Substantial funding for the event is
derived from the Deepwater Horizon Incident.
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STATUS OF PRIOR FINDINGS
All prior findings/significant issues have been resolved, except
for the following:
Significant Issues 2007 - 04
The prior finding stated that there is an apparent continuing
shortage of funds for
preservation and utilization of state-owned/operated historic
sites. Forty-six (46) of one
hundred seventeen (117) respondents to questionnaires mailed by
the Examiners of Public
Accounts to commission members, donors to the Alabama Historical
Commission, and donors
to the Alabama Historical Commission Foundation, as well as
statements made by ten (10)
members of the commissions staff, all indicated that shortage of
funds is a significant issue facing the commission. The commissions
inability to maintain its historic properties and the loss of staff
are mentioned as results of the shortage of funds.
In addition, twelve (12) of one hundred seventeen (117)
respondents to questionnaires and three
(3) staff members expressed concern about the expenditure of
funds by the Alabama Historical
Commission at its historic properties/sites.
Administration of Historic Sites in Alabama is Unusual
The expense of administration of state controlled historic sites
appears to fall heavily on the
commission and the state, when compared to other states. The
commissions senior architectural historian has developed a report
on the administration of state-owned historic sites outside
Alabama, especially in the Southeast. The report states that,
although general patterns of similarity exist, Alabama is unusual
in that virtually all state-owned/state-run historic sites are
wholly administered through a small, independent state agency, the
Alabama Historical
Commission, which also functions as the state historic
preservation office. (State historic sites
not administered by the AHC include the independently-managed
Saint Stephens and Blakeley
historical parks).
The commission reported in its May 3, 2006 meeting that it is
seeking alternatives to its
ownership, governance, operation, and maintenance of historic
properties/sites. Alternatives
currently being considered include:
Transfer of ownership, operation, maintenance, and associated
costs to individuals, local preservation groups, local governments,
etc.
Operation/maintenance agreements with individuals, local
preservation groups, local governments, etc. for operation and
maintenance of the properties/sites where the costs
are either borne entirely by the local entity or shared with the
commission.
Questions to Attorney General Contemplated
The commission is developing a list of questions to pose to the
Attorney General concerning the
legality of these alternatives. Some of the questions are:
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Does the Alabama Historical Commission have the authority to
transfer ownership of real estate, including historic land and
structures, or personal property, including
historic artifacts, to any public or private organization?
May the recipient organization be required to prove its ability
to take over, demonstrate its financial condition, provide a
business plan, and demonstrate an
understanding of and commitment to following standards of the
Secretary of the Interior
and the American Association of Museums?
Would transfer of ownership have to be processed through the
State Surplus Property system?
Do past expenditures of federal, state, and local government
capital funds or directed private funds impose any
restrictions?
May the Alabama Historical Commission impose protective
covenants in perpetuity in transfer of ownership?
Does the Alabama Historical Commission have the authority to
rent or lease real estate, including historic lands and structures,
or personal property, including historic
artifacts, to any public or private organization?
Does the Alabama Historical Commission have the authority to
contract with any public or private organization to operate and
maintain a historic site owned by the
Alabama Historical Commission?
In addition to posing these questions, the commission is
awaiting an Attorney Generals opinion on issues related to the
transfer of the General Joe Wheeler home (Pond Spring) to the
Friends
of General Joe Wheeler Foundation, a private, non-profit group
dedicated to raising funds for
the restoration of the site. The Friends of General Joe Wheeler
Foundation has expressed an
interest in receiving the property for the purpose of
preservation and operation of the site as a
museum.
Concerns about the Use of Funds
Concerns raised by the respondents to our questionnaires
included the continuing decline of
state-owned historic properties, unfinished projects at historic
sites, and multiple studies being
accomplished with no actual construction or repair taking
place.
During the current review, the commissions accounting staff
provided us with the following information for the period October
1, 2001 April 16, 2006:
Research, Planning and Design $2,639,635 Construction $2,832,963
Repairs and Maintenance $ 616,990
The information provided on capital outlay expenditures
(research, planning, design, and
construction) is included in the appendices of this report.
Mark Driscoll, Head of the Historic Sites Division of the
Alabama Historical Commission
provided explanations of the capital outlay phases as
follows:
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Research includes historical and archaeological investigations
that aim to document the history of a site, including original and
subsequent appearance and finishes of extant
buildings. It also includes the location and functions of
earlier support structures, which
no longer exist, or evidences of prehistoric cultures that may
have inhabited a site. It
can include technical research to determine structural integrity
or the appropriateness of
restoration techniques. Research is listed among the powers and
duties of the Alabama
Historical Commission and is inherently mandated in the work of
any history-based
organization. It provides the framework for accurate
restorations, interpretation, and
sound restoration techniques.
Planning establishes the short and long-term goals and
priorities for restoration and interpretation of historic sites. It
provides a basis for developing financially sustainable
projects, for seeking funding and support for major restoration
projects. Planning is
essential for large, complex projects, which will be carried out
over a long period and
for which funds will be acquired in small increments. It
provides agreed-upon goals and
a series of steps that help to eliminate the wastefulness that
occurs when ad hoc
decisions are made based on personal preferences and without
reference to the long-
term goals or rational priorities. Many funding sources require
evidence of solid
planning. Planning is not required by state law or rule.
Design consists of the architectural or engineering drawings and
specifications that direct the work of construction/restoration
contractors. Alabama law or Building
Commission rules mandate professional design services for public
and state owned
structures.
Construction is the implementation phase of plans and carries
out the professionally developed designs and specifications based
on solid, factual research. Construction is
not required by state law or rule.
Driscoll further explained that planning projects can include
design services and that design
services may also include needed research not done in earlier
phases. The proportion of
planning, research and design in relation to construction varies
depending on the period
selected for review. For example, a period which includes
implementation of plans created in
an earlier period would show a higher percentage of construction
costs relative to other costs.
Status - 2008
Funding continues to be a significant issue to the commission.
Nine (9) of twelve (12)
respondents to questionnaires mailed by the Examiners of Public
Accounts to commission
members and the commissions executive director indicated that a
shortage of funds remains a significant issue facing the
commission. The commissions inability to maintain its historic
properties and the loss of staff are mentioned as results of the
shortage of funds.
During this review, examiners visited nine (9) of the historic
sites owned or maintained by the
Alabama Historical Commission. The examiners noted
repair/restoration work either completed
or in progress at seven (7) of the sites. The examiners
observations revealed that while all sites need further
repair/restoration work, the Fort Morgan site appeared to have the
most pressing
need for restoration/repair work to address stabilization and
repair of the site as well as
addressing issues of safety for visitors. Examiners observed
large cracks running the entire
length of the brick arches leading into the fort as well as
cracks in the fort walls at numerous
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locations, limestone deposits on the forts walls and floors due
to water seepage from earthen top of the fort (the deposits on the
floor create areas of slippery footing), and rusted, corroded
metal stairways and handrails. One set of metal handrails had
deteriorated to the point of being
extremely loose, thereby creating a possible hazard for visitors
as well as staff members.
In response to a question concerning the commissions plans for
maintenance, restoration, and/or repair of the historical
properties owned/maintained by the AHC, the commissions executive
director stated that the commission has a list of projects for most
sites ready to
undertake when funding becomes available. He also stated the
commission would do as much
as possible to try to leverage those funds with federal grants
and donations.
The executive director reported that the commission has
repair/restoration projects underway at
several sites and is in the process of preparing for additional
projects to begin
He stated that the repair/restoration projects are completed in
phases to ensure that
repairs/restorations are accomplished in the proper order (i.e.
stabilization of a structures foundation prior to restoration of
the structures interior walls/decorations) and to effectively
utilize the available funding. He further stated that when the
current phases or repair/restoration
are completed there will be additional work needed to fully
complete the projects.
The executive director stated that the commission was able to
partner with a local support
group, the Friends of General Joe Wheeler Foundation, to
purchase a new tractor for the Pond
Spring location and succeeded in having equipment and labor
donated by a local developer to
relocate a 32 pounder (3.5 ton) cannon at Fort Morgan.
The executive director stated that the commission has contracted
with the Alabama Department
of Corrections for inmate labor to reduce the cost of
repairs/restoration at the commissions historical sites.
The executive director also stated that the commission has been
able to hire additional staff
during the last year but still is in dire need of additional
employees. He listed approximately
thirteen (13) positions which need to be filled immediately,
with additional employees needed
when sites are restored/reopened.
Request for Attorney Generals Opinion Withdrawn
According to the executive director, the commission withdrew its
request for an Attorney
Generals Opinion concerning the divestiture of properties. He
stated that the Attorney General informed the commission that no
opinion would be issued based upon hypothetical situations
and that the commission would have to have an agreement in place
for the transfer of property
at which time, the Attorney General could address the specifics
of the agreement.
Status 2010 Funding continues to be a significant issue to the
commission. Nine (9) of ten (10)
commissioners who responded to questionnaires mailed by the
Examiners of Public Accounts
and the commissions executive director indicated that a shortage
of funds remains a significant
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issue facing the commission. The commissions inability to
maintain its historic properties and the loss of staff are
mentioned as results of the shortage of funds.
During a meeting of April 30, 2010, the commissions executive
director stated that the commission has many historic sites to
staff and maintain. The current staffing level (69
employees) is approximately 65% of what it was during June 2005
(103 employees). He stated
that the commission does not have enough personnel to staff the
historic sites and to maintain
them at the levels needed and does not have the funding
necessary to hire them.
Current Status: (February 2014) OPEN
The 6 commission members responding to our survey do not believe
the Historical
Commission is adequately funded and cite this as the most
significant issue facing the
Historical Commission. The Alabama Historical Commission has a
steadily diminishing fund
balance. At the end of fiscal year 2010 the commissions
unreserved cash balance was $6,280,994.34 and at the end of fiscal
year 2013 the commissions unreserved cash balance was $973,086.80,
a decrease in 4 years of $5,307,907.54 (84.51%). The Commission is
aware of
their impending financial crisis and has projected a funding
shortfall to happen in FY 2015.
According to the Commissions Director of Finance the decline in
natural gas production in Mobile Bay (In FY10 they collected
$995,430.53 in 2013 $525,146 [decrease of 47.24%])) and
the reduction in the Commissions General Fund Appropriations has
contributed to this impending shortfall. The following actions are
currently being taken to help alleviate the crisis:
Continuing to seek increased funding from the General Fund and
Education Trust Fund
Continuing to seek public and private partnerships to fund
operations of historic sites
The AHC has a number of employees that can and plan on retiring
in FY 2014 and FY 2015. As these employees depart the agency their
positions will either
be eliminated or replaced with entry level candidates
With the decreasing staff the Commission is exploring all
programs and determining which programs are mandated and which are
not
The 150th anniversary for the Battle of Mobile Bay at Fort
Morgan will produce needed funds for the fourth quarter of FY
2014
In addition, the Commissions Director of Finance stated the
Commissions funding shortfall will be projected more accurately at
the end of August 2014. At this point the following actions
will be explored and implemented:
Use a portion of the distributable income of the Alabama
Cultural Resources Preservation Fund
Close state-owned historic sites
Staff lay-offs
Or a combination of any of the above
Further, if the natural gas prices increase and Exxon begins
drilling again then this could make
up the shortfall. However, the gas revenue is not a dependable
income stream especially with
the new technology for natural gas production.
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2013 Attorney Generals Opinion
The Historical Commission did ask for an Attorney General
Opinion regarding its ability to sell
unused parcels of the Old Cahawba Archeological Park
(Cahawba)?
The Commission advised the Attorney Generals Office - the
Commission is considering the sale, in fee simple, of four state
owned lots and the surrounding rights-of-ways in unused
sections of Cahawba. These parcels were given to the Commission
some years ago. Although
these parcels lacked the historical significance of other areas
of Cahawba, the Commission
hoped that these properties could someday be included in a
larger plan for the development of
an historic attraction and archaeological preserve. Recent
restraints on state funding, however,
have required the Commission to question whether such a
development is realistic in the
foreseeable future. Accordingly, the Commission requests the
guidance of this Office as to
whether the Commission has the statutory authority to sell these
parcels.
The Attorney Generals office issued opinion 2013-063 opining,
The Alabama Historical Commission (Commission) may sell unused
parcels of the Old Cahawba Archaeological Park, provided the
Commission finds that the proposed sale furthers the lawful
objectives of the
Alabama Historical Commission.
Commission Response: The AHC is aggressively pursuing
alternative modes of operation for selected House Museum properties
within the Division of Historic Sites. The reason for pursuing
alternative models of operation is a result of various factors,
including an annual decline in House Museum visitation, the decline
of General Fund allocations and Federal funding, the decline in
departmental receipts, and rising personnel costs. A proposed model
that is presently being explored would place more responsibility on
501(c)3 support organizations and potentially civic governments to
offset AHC operational and personnel expenses. This transition
model would take place over a multi-year period with the goal of
each site becoming self sustainable without government subsidies.
By transitioning more autonomy to local organizations, communities
will become empowered to make more operational decisions and have a
greater sense of ownership from local stakeholders. The proactive
model will fulfill the mission and obligation of the AHC while
engaging public/private partnerships at the local level. The
proposed multi-year transition plan would potentially require the
AHC to maintain ownership of all sites and insurance liability,
however the operations would become the responsibility of a local
non-profit. This will allow the historic sites to remain open to
the public for tours, educational programming, and special events.
The local non-profits will have the flexibility to determine the
most productive mode of operations while under the guidance of the
AHC. This proposed plan will require the selected transition sites
to be subsidized during the transitional phase with the expectation
that the AHC systematically decrease funding annually. The local
non-profit will then have the mission to gain membership, acquire
partnerships, and raise funds for the purpose of hiring staff and
maintaining programming and operations. Programs such as this have
been tested within other government agencies who own and operate
House Museums in the Southeast. Alabama is one of the last
states
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to maintain House Museums using a unilateral approach of
internal funding without partnering with non-profits and other
support organizations. Furthermore, this reconstruction of House
Museum operations reflects a national trend in partnering with
local organizations to offset budget decreases. Current levels of
visitation at AHC House Museums mirror the national decline in
House Museum visitation.
By implementing a public/private partnership transition for
House Museums, the AHC will fulfill our mission to preserve,
protect, and promote Alabama's historic places while addressing a
reduction in appropriations and revenue. An increase in local
participation and fundraising, under the supervision of the AHC,
will allow the sites to remain open to the public without
compromising their historic integrity. The AHC will continue to
develop a strategy for 2015 that encumbers local community
empowerment under the pretense of AHC ownership and
supervision.
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15
ORGANIZATION
Executive Assistant
Architectural
Historian
Finance
Director
Historic
Preservation
Director
Historic Sites
Director
Outreach
Director
Personnel
Director
State
Archaeologist
Executive Director
Historical Commission
Historic Preservation Division
The Historic Preservation Division Manager traditionally serves
as the Deputy SHPO and
Administers federal and state programs. The divisions duties
include:
Logging, tracking, and evaluating approximately 2,000 federal
projects annually to determine impact on Alabamas cultural
resources (also known as Section 106 or Environmental Review).
Providing the Cultural Resource oversight and review for the
Transportation Alternatives Program (TAP) projects.
Coordinating the Certified Local Government program, a
preservation partnership between local, state, and national
governments focused on
promoting historic preservation at the grass roots level
Reviewing federal tax credit projects Managing the National
Register of Historic Places and making determinations of
eligibility for the National Register.
Managing the Architectural Survey Program, the repository of
files associated with the historic architectural resources in the
state of Alabama
Managing the Alabama Register of Landmarks and Heritage, the
states official listing of buildings, structures, sites, objects,
and districts of historical,
architectural, and/or archaeological significance
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16
Managing the Historic Cemetery Program including the Alabama
Historic Cemetery Register and reviewing/issuing cemetery permits
as prescribed by
state statute. The Commission issues permits to authorize
cemetery relocation
or extensive cleanup of cemeteries. A permit is issued in the
form of a letter
signed by the executive director of the Commission, Fifty-one
cemetery
permits were issued from October 1, 2009 through February 18,
2014.
Administering the State of Alabamas Historic Rehabilitation Tax
Credit Program that allows Alabama taxpayers the opportunity to
rehabilitate their
historic property and receive an income tax credit of up to 25%
of qualified
expenses associated with the rehabilitation. Since February
2014, twenty-eight
applicants have requested tax credits in the amount of
$39,468,398, which is
more than half of the $60 million three year cap. The amount of
estimated
qualified rehabilitation expenditures totals $209,463,574.
A State Archaeologist within the division:
Supervises and participates in Section 106 reviews Assists the
commissions site managers in the preservation of archaeology at
the
commissions historical sites Develops and participates in
programs to educate the public on Alabama
Archaeology
Acts as liaison between the Alabama Historical Commission and
the Council on Alabama Archaeology
Encourages preservation of maritime resources by advising the
Maritime Advisory Council, granting and monitoring underwater
permit requests
Develops a statewide maritime management plan and administers
the Alabama Underwater Cultural Resources Act
Historic Sites Division
The Historic Sites Division manages the agencys 22 historic
sites, 11 of which are staffed. The divisions include:
Managing capital outlay projects including capital maintenance
and architectural restoration
Overseeing development of interpretive plans, research projects,
and exhibit designs Managing, caring for, and interpreting
site-related collections of historic objects Providing professional
collections care/management, educational programming,
exhibit development, staff/volunteer training, and architectural
preservation
Developing and presenting tours, informational and educational
programs for school age children, and reenactments for over 360,000
visitors per year
Performing housekeeping and grounds/maintenance work
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17
Outreach/Development Division
The Outreach/Development Division develops and maintains
relationships and performs
educational functions with constituency groups. The divisions
duties include:
Conducting educational projects and other educational
activities. Developing and maintaining contacts with local
historical societies, groups, and
individuals.
Coordinating news conferences and media visits; writing and
distributing news releases and media advisories.
Producing the Preservation Report newsletter, reaching an
audience of 5,000 and producing the Advocate, reaching 700 people
three times a year.
Serving as agency media contact, managing the AHC website,
monitoring preservation issues and providing officials with AHC
perspectives.
Providing public presentations and workshops. Coordinating the
efforts of the Black Heritage Council Working with heritage tourism
and heritage area development, including the Black
Belt National Heritage Initiative.
Writing grant applications and assisting with fundraising
efforts developing materials for state and national elected
officials and coordinating communication with national
elected officials.
Edit/produce written materials needed by director or other
divisions.
Architectural Historian Division
The Architectural Historian performs the following
functions:
Documenting, researching, writing and promoting awareness of
Alabamas architectural heritage to local, regional and other
audiences.
Serving as a subject-matter expert and consultant for
commissions staff, the general public and professional
counterparts.
Working with endangered landmarks and administering the
commissions easement program.
Serving as commissions trustee for Alabama Trust for Historic
Preservation Endangered Properties Emergency Fund.
Conducting architectural and historical research and assisting
with in-house preparation of Alabama and National Register
nominations for architecturally
significant properties or sites of exceptional value.
Managing Places in Peril initiative (jointly with Alabama Trust
for Historic Preservation) as well as Preservation Scoreboard
(jointly with University of West
Alabama).
Generating web site & other outreach information as
appropriate.
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Finance Division
Finance Division is responsible for overall financial
management, including the annual budget
and an investment fund of $9.5 million. The divisions functions
include:
Developing the annual budget and spending plan for general
operations and capital outlay.
Fiscal administration including budget analysis, cash management
and financial reporting.
Monitoring of Alabama Cultural Resources Preservation Fund.
Developing annual state budget funding request. Administration of
agencys purchasing function. Preparation and monitoring of annual
federal grant application and corresponding
reports.
Execution and monitoring of state and federal contracts and
grants. Implementing control systems for federal programs to insure
compliance and
reimbursement.
Managing agencys marketing efforts to increase funding for
historic preservation through initiatives at retail outlets,
including the State Capitol.
Serving as liaison with Department of Finance, Comptrollers
Office, Legislative Budget Office, Executive Budget Office, State
Treasurers office, State Purchasing and the National Parks Service
Grant Office.
Human Resources and Admin Services Division
This division oversees agency personnel services by:
Providing assistance in the hiring, performance appraisal, and
disciplinary process. Producing monthly Bureau of Labor reports.
Preparing quarterly Department of Industrial Relations wage
reports. Overseeing payroll functions and property inventory
programs. Coordinating agency recycling program reporting. Serving
as agency training coordinator. Managing main office maintenance
and supplies. Managing agency Information Technology program.
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PERSONNEL
The Commission has sixty-six full time employees; four part-time
employees; two retired state
employees and one hourly seasonal employee.
Total # B/M W/M B/F W/F
Salary or
Salary Range
Unclassified
Executive Director 1 1 $ 129,374.88
Historic Sites Director 1 1 70,888.80
State Archaeologist 1 1 55,127.76
Merit System
Clerk 1 1 25,200.00
Executive Secretary 1 1 30,724.80
ASA III 2 1 1 31,488.00
40,252.80
Account Clerk 1 1 29,954.40
Accountant 1 1 35,589.60
Senior Accountant 1 1 65,690.40
Canteen Clerk 1 1 19,675.20
Administrative Services Officer 1 1 74,479.20
Architect 1 1 84,276.00
Historic Artisan 2 2 33,086.40
40,252.80
Historic Artisan Senior 2 1 1 29,954.40
Cultural Resource Coordinator 6 2 4 40,252.80 56,685.60
Cultural Resource Specialist 5 3 2 32,287.20 39,290.40
Cultural Resource Coordinator
Senior
11 5 6 43,339.20 65,690.40
Division Manager 3 1 2 76,348.80 80,287.20
H.C. Senior Expert 1 1 80,287.20
Archaeologist 2 1 1 33,086.40 42,466.40
Archaeologist Senior 1 1 56,685.60
Curator Coordinator 1 1 60,991.20
Parks Worker 4 2 2 17,839.20 23,419.20
Building Custodian 1 1 20,671.20
Laborer 7 3 4 16,989.60 19,202.40
Utility Laborer 1 1 25,821.60
Grounds Worker 2 2 23,419.20
27,806.40
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20
B/M=black male, W/M=white male, B/F=black female, W/F=white
female
The commission has a total of 29 vehicles. Only the Executive
Director is assigned a vehicle
for commuting to and from work. All other vehicles are assigned
to a site to be used as needed
by any employee.
Site Number of
Vehicles
Fort Toulouse 5
Cahawba 5
Pond Springs 3
Fort Morgan 5
Gaineswood 1
Confederate Park 3
Magnolia Grove 1
Historical Commission- Montgomery 6
Legal Counsel
William D. Little, Assistant Attorney General from the AGs
Office, provides legal services to the Commission.
B. Kincey Green Jr., a private attorney employed under contract,
provides legal services to
assist the Commission in acquiring properties at Cahawba at the
rate of $100/per hour. Total
amount of the contract is $85,000.00 and expires on September
30, 2015.
Notification of Commission decisions to Amend Administrative
Rules
The Commission complied with notification procedures prescribed
in the Administrative
Procedure Act, which includes publication of proposed rules in
the Administrative Monthly,
and public hearings on proposed rules. The public is not
specifically notified of proposed
changes.
Maintenance Repairer 2 1 1 22,272.00
27,806.40
Plant Maintenance Worker 1 1 25,200.00
Maintenance Repair Supervisor 1 1 37,389.60
Capital Receptionist (50%
employee)
1 1 11,709.60
Laborer (50% employee) 2 2 8,494.80
Parks Worker (50% employee) 1 1 8,919.60
Retired State Employees (hourly) 2 2 14.05
16.30 /hr.
Laborer Seasonal Hourly 1 1 7.25 /hr.
Total 73 3 30 3 37
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REGULATION IN CONJUNCTION WITH OTHER ENTITIES
Department of Archives and History - Both the Alabama Historical
Commission and the
Alabama Department of Archives and History are engaged in
preserving Alabamas history. The commissions preservation
activities are primarily focused on the preservation of historical
sites while the departments preservation activities focus on
preservation of historical records. Both agencies are engaged in
interpreting Alabamas history to the public. Both agencies are
engaged in collecting historical artifacts and presenting them to
the public, the commission through its
historical sites and the department through its museum. Both
agencies are engaged with
historical societies at the local level.
State Historic Preservation Officer - The State Historic
Preservation Officer (SHPO)
administers the national historic preservation program at the
state level, reviews National
Register of Historic Places nominations, maintains data on
historic properties that have been
identified but not yet nominated, and consults with federal
agencies during Section 106 reviews
(36 CFR 800) SHPOs are designated by the governor of their
states or territories. Under 36
CFR 800 Federal agencies must consult with the appropriate SHPO
when identifying historic
properties and assessing the effects of a federally involved
undertaking on historic properties.
The Executive Director of the Alabama Historical Commission
normally serves as the State
Historic Preservation Officer.
Department of Economic and Community Affairs - The Commission's
Main Street Program,
which was suspended in 2004, is now an independent 501c3
statewide organization. The
commission has a seat on the board, as does ADECA and
Tourism.
Department of Conservation and Natural Resources - The
commissions activities include operating historical sites for the
enjoyment of the public, development and maintenance of the
sites, repair and maintenance of structures, etc., planning and
oversight of capital projects for
historic sites, collection of admissions, and sale of gifts.
These duties are similar to duties of the
Alabama Department of Conservation and Natural Resources, State
Parks Division, which is
responsible for the operation and maintenance of state parks.
The commission and the
department jointly administer the states Underwater Cultural
Resources Act, which seeks to protect historic underwater sites and
artifacts. The Commissioner of the Department of
Conservation and Natural Resources is an ex officio member of
the Alabama Historical
Commission
Closely Associated Associations and Foundations:
Associations
(1) National Trust for Historic Preservation
(2) National Main Street Center
(3) Preservation Action
(4) Non-Profit Resource Center of Alabama
(5) Society of Architectural Historians
(6) American Association for State and Local History
(7) Alabama Museums Association
(8) Alabama Historical Association
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22
(9) National Conference of State Historic Preservation
Officers
(10) National Alliance of Preservation Commissions
(11) Alabama Communities of Excellence
Foundations
The Alabama Historical Commission staff works closely with the
following foundations to
support historic preservation or programs at AHC-owned
sites.
Friends Groups:
Friends of Gaineswood Historic Magnolia Grove Foundation (Nick
Cobbs, a former AHC commissioner
is on the board of directors HMGF)
Friends of Fendall Hall (Deborah Casey, site director of Fendall
Hall is on the board as an advisory non-voting member, also Ed
Garrison, a former member
of the Friends of Fendall Hall board of directors is a former
commissioner of
AHC)
Friends of the Forts (Fort-Toulouse) Friends of the General Joe
Wheeler Home Foundation (Pond Spring)
Foundations:
Fort Morgan Foundation Cahaba Foundation (Linda Derry is an
ex-officio member)
Pond Spring
Friends of the Freedom Rides Museum formed 11/25/2013. Frank
White is to be an ex-officio member along with Montgomery's mayor.
No current for
former AHC commissioners are on the founding board.
Other:
Landmarks Foundation of Montgomery Alabama Division, United
Daughters of the Confederacy Sons of the Confederate Veterans
Alabama Cemetery Preservation Alliance (staff member Lee Anne
Wofford
serves as an ex-officio officer)
Alabama Communities of Excellence (staff member Mary Shell
serves on the board)
Your Town Alabama (staff member Mary Shell serves on the
board)
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23
FINANCIAL INFORMATION
Source of funds - Appropriations from the General Fund and the
Confederate Pension Fund,
gift shop sales, gifts, donations, grants, endowments, and
investment income
Funds/Accounts Description(s)
Fund #365 State Historic Preservation Fund
Established under authority of the Code of Alabama 1975, Section
41-9-255 as an operating
fund into which shall be deposited all moneys received by the
commission from admissions,
inspection fees, gifts, donations, grants, leases, rentals,
bequests, loans, governmental
appropriations or any other sources, either public or private.
Such funds shall be used by the
commission to pay the costs of the maintenance, acquisitions,
preservation and operation of its
acquisitions and for carrying out any and all of the purposes of
this division, including the
payment of the salaries of any employees of said commission and
any expenses of said
commission. Money contributed to or deposited in this fund for
capital outlay projects and
from any source other than state appropriations for operations
shall not revert to the General
Fund of the state, but shall remain in the preservation fund
until expended by the commission
The Historical Commission received and administered the
following grants:
Hurricanes Katrina and Rita Recovery Grants ended on 9/30/12.
The Historical
Commission received Federal Emergency Management Agency (FEMA)
grants for damage to
historic sites, but have not sub granted any of that assistance.
The Hurricane Katrina grant
program expended $2,438,565.00 leaving a balance of $11,435.00
that expired on 9/30/12.
Alabama Cultural Resources Preservation Trust Fund Grants -
According to the
Commission, these grants are not currently being made. These
grants are funded with income
generated by the Alabama Historic Preservation Trust Fund, which
is managed by the
Retirement Systems of Alabama.
The commission stated that the value of the fund recently
dropped in value due to a poor
performing investment. The commission stated that the fund
should be allowed to grow until it
reaches a total market value of $10 million, which is an amount
that could be reasonably
expected to sustain a $500,000 per year grant program. The
commission stated that
administering a smaller grant program would be an inefficient
use of an already stretched staff.
Book Value as of 9/30/2013 was $9,366,649.00.
Line Item grants Line item grants were made in Fiscal Years 2010
and 2011 as required by the appropriation of the Legislature. All
funds were granted as directed.
Competitive Grant Program In fiscal years 2012 and 2013 there
were no Line Item grants,
but in their place a competitive grant program was administered
for each year as directed by the
Legislature. All funds were granted and the program ended on
9/30/13. (A list of the FY2012 and FY2013 competitive grants has
been included in the appendices of this report.)
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24
Greyhound Bus Station - During fiscal year 2011-2012 small
grants (less than $1,000) were
awarded to artists in a competition for the opening of the
Greyhound Bus Station Historic Site
in Montgomery for a total of $12,735.08. Recipients received an
honorarium of $450 plus
travel/shipping expenses.
Certified Local Governments - Every fiscal year, as required by
the National Park Service,
10% of the State Historic Preservation Office (SHPO) grant is
passed through to Certified
Local Governments (CLGs). The total amount expended as of 9/30
for each fiscal year is as
follows:
Fiscal Year Total Amount
Expended
9/30/2010 $140,241.25
9/30/2011 $111,293.65
9/30/2012 $114,035.03
9/30/2013 $15,053.89
A listing of all Sub-Grant Projects by Fiscal Year has been
included in the appendices of this
report.
Fund #785 Historic Preservation Investment Fund
Established in 1995, citing the Code of Alabama 1975, Section
41-9-249(7c), the State
Comptroller with the approval of the Examiners of Public
Accounts established fund 785. The
remainder of proceeds from the second payment of the Transco
Settlement was receipted into this fund. Fund 785 now holds
balances that are not immediately needed by the
Commission. The majority of these funds have internal
restrictions placed on them for specific
projects (i.e. funds received from friends groups for use at
specific sites, oil and gas interest
payments committed to capital projects, oil and gas interest
payments being held for possible
future liabilities for abandonment of the wells). When funds are
to be expended, the amount is
transferred from 785 to 365. Unused principle at the end of the
year is retained by the agency.
The balance of this fund as of 1/31/2014 was $3,338,545.39.
According to the State Treasurer, this is not an interest
bearing account. The service fees would
outweigh the interest earned.
Fund #422 - Cultural Resources Preservation Trust Fund
Created to hold funds paid to the commission by TRANSCO Energy
Company as the result of
the May 1991 settlement of Civil Action No. CV-90-H-1333-N in
the United States District
Court for the Middle District of Alabama, Northern Division.
The Alabama Historical Commission is trustee of the fund. On
behalf of the Historical
Commission, the Employees Retirement System acts as the
investment advisor to, and makes
investments for, the fund. Unused funds at the end of the year
are retained by the agency. Book
Value as of 9/30/2013 was $9,366,649.00.
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25
Schedule of Fees
Type of Fee
Statutory
Authority Rule
Amount
Authorized
Amount
Collected
ALL AHC HISTORIC SITES
Blue Star Museums
Active duty military and families
from Memorial Day to Labor Day
(national program)
41-9-249(5)
41-9-255 Appendix A Free Free
Annual Pass
Regular admission to all AHC sites
for up to 2 adults and up to 2
children, good for one year
41-9-249(5)
41-9-255 Appendix A $80 $80
AAA Member
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
Special Events, Programs, and
Exhibitions (In addition to programs listed by site below, site
directors may develop new programs during the
year. Based on complexity and cost, such
programs will fall into one of the following categories):
Level 1 (6 years old and above)
41-9-249(5)
41-9-255 Appendix A $10 $10
Level 2 (6 years old and above)
41-9-249(5)
41-9-255 Appendix A $20 $20
Level III (6 years old and above)
41-9-249(5)
41-9-255 Appendix A $30 $30
Level IV (6 years old and above)
41-9-249(5)
41-9-255 Appendix A $40 $40
Level V (6 years old and above)
41-9-249(5)
41-9-255 Appendix A $50 $50
Child under 6 years old (for all
programs)
41-9-249(5)
41-9-255 Appendix A Free Free
ALABAMA STATE CAPITOL
Admission
All visitors 41-9-249(5)
41-9-255 Appendix A Free Free
Visitors booked through private tour
companies
41-9-249(5)
41-9-255 Appendix A $1 $1
Events and Programs
Special Programming Events
(such as speakers, special tours, history and
exhibit highlight tours)
41-9-249(5)
41-9-255 Appendix A $10 $10
Behind-the-Scenes Capitol Tour
41-9-249(5)
41-9-255 Appendix A $50 $50
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BELLE MONT MANSION
Admission
Adult
41-9-249(5)
41-9-255 Appendix A $6 $6
Senior (65 years old and above)
College, Military
41-9-249(5)
41-9-255 Appendix A $5 $5
Child (6 18 years old) 41-9-249(5)
41-9-255 Appendix A $3 $3
Child under 6 years old
41-9-249(5)
41-9-255 Appendix A Free Free
Group (minimum 10 people)
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
Special Use Coupon
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
Rentals
Facility Use (house & grounds)
41-9-249(15)
41-9-255 Appendix A $100 per hour $100 per hour
CONFEDERATE MEMORIAL
PARK
Admission
Visitors to grounds
41-9-249(5)
41-9-255 Appendix A Free Free
Visitors to Museum
Adult
41-9-249(5)
41-9-255 Appendix A $4 $4
Senior (65 years old and
above), College, Retired
Military
41-9-249(5)
41-9-255 Appendix A $3 $3
Military, active & reserve
41-9-249(5)
41-9-255 Appendix A Free Free
Child (6 18 years old) with Parent
41-9-249(5)
41-9-255 Appendix A $1 $1
Child (6 18 years old) without Parent
41-9-249(5)
41-9-255 Appendix A $3 $3
Child under 6 years old
41-9-249(5)
41-9-255 Appendix A Free Free
Group (minimum 10 people)
41-9-249(5)
41-9-255 Appendix A $2 $2
Events & Programs
Special Programs inside Museum
41-9-249(5)
41-9-255 Appendix A $2 $2
Rentals
Church Wedding
41-9-249(15)
41-9-255 Appendix A $200 $200
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FENDALL HALL
Admission
Adult
41-9-249(5)
41-9-255 Appendix A $5 $5
Senior (65 years old and above),
College, Military
41-9-249(5)
41-9-255 Appendix A $4 $4
Child (6 18 years old)(individual & group)
41-9-249(5)
41-9-255 Appendix A $3 $3
Child under 6 years old
41-9-249(5)
41-9-255 Appendix A Free Free
Friends Group Member
41-9-249(5)
41-9-255 Appendix A $3 $3
Adult, Senior, College, Military
Group (minimum 10 people)
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
Events & Programs
Workshops
41-9-249(5)
41-9-255 Appendix A $2 $2
3-day Day Camp
41-9-249(5)
41-9-255 Appendix A $35 $35
Sunday Lunch
41-9-249(5)
41-9-255 Appendix A $20 $20
Rentals
1-50 Guests
During regular hours
41-9-249(15)
41-9-255 Appendix A $100 $100
After 5pm, State holidays, Sunday
41-9-249(15)
41-9-255 Appendix A $150 $150
Weddings, anytime
41-9-249(15)
41-9-255 Appendix A $150 $150
51-100 Guests
During regular hours
41-9-249(15)
41-9-255 Appendix A $200 $200
After 5pm, State holidays, Sunday
41-9-249(15)
41-9-255 Appendix A $250 $250
Weddings, anytime
41-9-249(15)
41-9-255 Appendix A $250 $250
101 200 Guests
During regular hours
41-9-249(15)
41-9-255 Appendix A $300 $300
After 5pm, State holidays, Sunday
41-9-249(15)
41-9-255 Appendix A $350 $350
Weddings, anytime
41-9-249(15)
41-9-255 Appendix A $350 $350
Over 200 Guests
During regular hours
41-9-249(15)
41-9-255 Appendix A $400 $400
After 5pm, State holidays, Sunday
41-9-249(15)
41-9-255 Appendix A $450 $450
Weddings, anytime
41-9-249(15)
41-9-255 Appendix A $450 $450
Painted Dining Room (limited to 16
people)
41-9-249(15)
41-9-255 Appendix A $350 $350
Tablecloths (each)
41-9-249(15)
41-9-255 Appendix A $8 $8
Napkins
41-9-249(15)
41-9-255 Appendix A $0.50 $0.50
Security Deposit
41-9-249(15)
41-9-255 Appendix A 150 150
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FORT MORGAN
Admission
Adult
41-9-249(5)
41-9-255 Appendix A $7 $7
Senior (65 years old and above),
College
41-9-249(5)
41-9-255 Appendix A $5 $5
Child (6 12 years old) 41-9-249(5)
41-9-255 Appendix A $4 $4
Family (2 adults, 2 children)
41-9-249(5)
41-9-255 Appendix A $18 $18
Military, active or reserve
41-9-249(5)
41-9-255 Appendix A Free Free
Group (Minimum 10 people)
41-9-249(5)
41-9-255 Appendix A $4 $4
Baldwin County School Groups,
per person
41-9-249(5)
41-9-255 Appendix A $3 $3
Adult Pass 10 Visits 41-9-249(5)
41-9-255 Appendix A $50 $50
Senior Pass 10 Visits 41-9-249(5)
41-9-255 Appendix A $35 $35
Child Pass 10 Visits 41-9-249(5)
41-9-255 Appendix A $25 $25
Weekly Pass - Adults
41-9-249(5)
41-9-255 Appendix A $25 $25
Weekly Pass - Senior
41-9-249(5)
41-9-255 Appendix A $18 $18
Weekly Pass - Child
41-9-249(5)
41-9-255 Appendix A $15 $15
Events & Programs
150th
Anniversary (Aug. 1-3,
2014) All 41-9-249(5)
41-9-255
Appendix A
$15 $15
Concerts, Bar-B-Que, Car Show
41-9-249(5)
41-9-255
Appendix A
$45 - 75 $45 - 75
Barbeque Competitions
41-9-249(5)
41-9-255
Appendix A
$10 $10
Car Shows
41-9-249(5)
41-9-255
Appendix A
$20 $20
Black Powder Competition w/sponsors
41-9-249(5)
41-9-255
Appendix A
$25 $25
Boat Launch Parking
41-9-249(5)
41-9-255
Appendix A
$2 $2
Facts, Phantom, and Folklore
Tours
41-9-249(5)
41-9-255
Appendix A
$10 $10
Ghost Tour (w/paranormal
groups)
41-9-249(5)
41-9-255
Appendix A
$15 $15
Winnie McIntosh Tour
41-9-249(5)
41-9-255
Appendix A
$10 $10
Day Camp, Children
41-9-249(5)
41-9-255
Appendix A
$30 $30
Re-enactor Camp, Adult &
Teens
41-9-249(5)
41-9-255 Appendix A $395 $395
Rentals
Weddings
41-9-249(15)
41-9-255 Appendix A $1,000 $1,000
Fort commander performs
wedding
41-9-249(15)
41-9-255 Appendix A $400 $400
-
29
Dinners, events, paranormal
overnights in fort
41-9-249(15)
41-9-255 Appendix A $500 $500
Cannon firing (with rental or
wedding)
41-9-249(15)
41-9-255 Appendix A $375 $375
Additional cannon shots, each
41-9-249(15)
41-9-255 Appendix A $45 $45
Camping
Scouts
41-9-249(15)
41-9-255 Appendix A $4 per night $4 per night
Adults
41-9-249(15)
41-9-255 Appendix A $15 per night $15 per night
FORT TOULOUSE - FORT
JACKSON
Admission
Adult
41-9-249(5)
41-9-255 Appendix A $2 $2
Child (6 18 year old) 41-9-249(5)
41-9-255 Appendix A $1 $1
Child under 6 year old
41-9-249(5)
41-9-255 Appendix A Free Free
Boat Ramp Pass (per vehicle)
41-9-249(5)
41-9-255 Appendix A $2 $2
Annual Individual Pass
41-9-249(5)
41-9-255 Appendix A $25 $25
Annual Family Pass
41-9-249(5)
41-9-255 Appendix A $35 $35
Events & Programs
Organized Tours (per person)
41-9-249(5)
41-9-255 Appendix A $1 $1
Alabama Frontier Days
Adult
41-9-249(5)
41-9-255 Appendix A $8 $8
Student
41-9-249(5)
41-9-255 Appendix A $7 $7
French & Indian Wars
Encampment
Adult
41-9-249(5)
41-9-255 Appendix A $4 $4
Student
41-9-249(5)
41-9-255 Appendix A $2 $2
Major Event / Program
Adult
41-9-249(5)
41-9-255 Appendix A $8 $8
Child (6 18 years old) 41-9-249(5)
41-9-255 $7 $7
Minor Event / Program
Adult
41-9-249(5)
41-9-255 Appendix A $4 $4
Child (6 18 years old) 41-9-249(5)
41-9-255 Appendix A $2 $2
Events with partner organizations
41-9-249(5)
41-9-255 Appendix A $2 / person + partner admin.
$2 / person
+ partner admin.
Rentals & Camping
Daily Pavilion Rental
41-9-249(15)
41-9-255 Appendix A $150 $150
Pavilion Rental (Wedding) 41-9-249(15) Appendix A $150 $150
-
30
41-9-255
Base Rate for RVs 41-9-249(15)
41-9-255 Appendix A $18 $18
Senior (65 years old and over),
Active & Retired Military, Peace
Officer, & Red Cross Fire
Fighter [Discounts]
41-9-249(15)
41-9-255 Appendix A $15 $15
Base Rate for Tents
41-9-249(15)
41-9-255 Appendix A $16 $16
With Discounts
41-9-249(15)
41-9-255 Appendix A $14 $14
Additional Tents
41-9-249(15)
41-9-255 Appendix A $10 $10
Group Camping per Tent
41-9-249(15)
41-9-255 Appendix A $7 $7
R.V. Weekly Rate
41-9-249(15)
41-9-255 Appendix A $110 $110
With Discounts
41-9-249(15)
41-9-255 Appendix A $97 $97
R. V. Monthly Rate
41-9-249(15)
41-9-255 Appendix A $350 $350
With Discounts
41-9-249(15)
41-9-255 Appendix A $315 $315
Sanitary Dump Fee
41-9-249(15)
41-9-255 Appendix A $10 $10
FREEDOM RIDES MUSEUM
Admission
Adult
41-9-249(5)
41-9-255 Appendix A $5 $5
Senior (65 years old and above),
College, Military
41-9-249(5)
41-9-255 Appendix A $4 $4
Child (6 18 years old) 41-9-249(5)
41-9-255 Appendix A $3 $3
Child under 6 years old
41-9-249(5)
41-9-255 Appendix A Free Free
Group (minimum 10 people)
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
Family (2 adults, 2 children)
41-9-249(5)
41-9-255 Appendix A $12 $12
Events & Programs
Special Promotional Events (such as annual opening of museum on
Martin
Luther King Birthday Holiday)
41-9-249(5)
41-9-255 Appendix A $3 $3
Special Programming Events (such as speaker events, special
tours, trolley
tours, exhibition highlight tours)
41-9-249(5)
41-9-255 Appendix A $10 $10
GAINESWOOD
Admission
Adult
41-9-249(5)
41-9-255 Appendix A $7 $7
College & Military
41-9-249(5)
41-9-255 Appendix A $5 $5
Child (6 18 years old) 41-9-249(5)
41-9-255 Appendix A $3 $3
Discounts offered: Distinctive
Destinations,
Gaineswood/Magnolia Grove
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
-
31
rack card, Group (minimum 10
people)
Events & Programs
Candlelight Evening
Age 12 years and older
41-9-249(5)
41-9-255 Appendix A $5 $5
Age 6 12 years old 41-9-249(5)
41-9-255 Appendix A $3 $3
Up, Down, & All Around Tour
Age 18 years and over
41-9-249(5)
41-9-255 Appendix A $15 $15
Student (6 18 years old) 41-9-249(5)
41-9-255 Appendix A $5 $5
Heritage Days
Student
41-9-249(5)
41-9-255 Appendix A $3 $3
Parent
41-9-249(5)
41-9-255 Appendix A $5 $5
Teacher
41-9-249(5)
41-9-255 Appendix A Free Free
Connoisseurs Tour 41-9-249(5)
41-9-255 Appendix A $20 $20
Rentals
Grounds only
41-9-249(15)
41-9-255 Appendix A $400 $400
Club Meeting
41-9-249(15)
41-9-255 Appendix A $25 $25
Wedding Rehearsal
41-9-249(15)
41-9-255 Appendix A $25 per hour $25 per hour
Photography (grounds only)
41-9-249(15)
41-9-255 Appendix A $25 $25
Photography (hall & drawing
room)
41-9-249(15)
41-9-255 Appendix A $100 $100
MAGNOLIA GROVE
Admissions
Adult
41-9-249(5)
41-9-255 Appendix A $7 $7
College & Military
41-9-249(5)
41-9-255 Appendix A $5 $5
Child (6 18 years old) 41-9-249(5)
41-9-255 Appendix A $3 $3
Discounts offered: Distinctive
Destinations,
Gaineswood/Magnolia Grove
rack card, Group (minimum 10
people)
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
Events & Programs
Poetry Tour
41-9-249(5)
41-9-255 Appendix A $12 $12
Art Tour
41-9-249(5)
41-9-255 Appendix A $12 $12
Cookbook Programming
41-9-249(5)
41-9-255 Appendix A $10 $10
Rentals
Wedding Ceremony
41-9-249(15)
41-9-255 Appendix A $100 $100
-
32
Wedding Reception or Family
Reunion
41-9-249(15)
41-9-255 Appendix A $250 $250
Ceremony & Reception
41-9-249(15)
41-9-255 Appendix A $300 $300
Childs Birthday Party 41-9-249(15)
41-9-255 Appendix A $75 $75
Club Meeting
41-9-249(15)
41-9-255 Appendix A $25 $25
Wedding Rehearsal
41-9-249(15)
41-9-255 Appendix A $25 per hour $25 per hour
Photography (Hall & Parlor)
41-9-249(15)
41-9-255 Appendix A $50 $50
OLD CAHAWBA
Admission
All Visitors
41-9-249(5)
41-9-255 Appendix A Free Free
Events & Programs
Walking Tour (1 hour)
41-9-249(5)
41-9-255 Appendix A $8 $8
Step on Bus Tours
41-9-249(5)
41-9-255 Appendix A $8 $8
Basic Wagon Tour (group for 2
hours)
Adult
41-9-249(5)
41-9-255 Appendix A $10 $10
Child (under 18 years old)
41-9-249(5)
41-9-255 Appendix A $8 $8
Extended Tour (2 hours)
41-9-249(5)
41-9-255 Appendix A $15 $15
Workshops or Classes per Day
41-9-249(5)
41-9-255 Appendix A $25 $25
Rentals
Group Rental Picnic Area (4 hours)
41-9-249(15)
41-9-255 Appendix A $75 $75
Group Rental Church (4 hours) 41-9-249(15)
41-9-255 Appendix A $250 $250
Shuttle Fee for Canoeists to
Hwy. 22
41-9-249(15)
41-9-255 Appendix A $15 $15
Shuttle Fee for Canoeists to
Hwy. 80
41-9-249(15)
41-9-255 Appendix A $25 $25
Canoe Rental with Shuttle
(weekends only)
41-9-249(15)
41-9-255 Appendix A $40 $40
POND SPRING, GENERAL JOE
WHEELER HOME
Admission
Adult
41-9-249(5)
41-9-255 Appendix A $8 $8
Senior (65 years old and above),
College, Military
41-9-249(5)
41-9-255 Appendix A $5 $5
Child (6 18 years old) 41-9-249(5)
41-9-255 Appendix A $3 $3
Child (under 6 years old)
41-9-249(5)
41-9-255 Appendix A Free Free
Group (minimum 10 people)
41-9-249(5)
41-9-255 Appendix A
$1 off regular
admission
$1 off regular
admission
Special Use Coupon 41-9-249(5) Appendix A $1 off regular $1 off
regular
-
33
41-9-255 admission admission
Events & Programs
Victorian Kids Camp Summer 41-9-249(5)
41-9-255 Appendix A $50 per child $50 per child
Rentals
Facility Use (grounds)
41-9-249(15)
41-9-255 Appendix A $100 per hour $100 per hour
Converted 1930s Barn (not currently avail.)
41-9-249(15)
41-9-255 Appendix A $200 per hour $200 per hour
ADMINISTRATIVE OFFICES
OF AHC
Photocopies 41-9-255 Appendix A $0.25 per page $0.25 per
page
-
34
Schedule of Receipts, Disbursements and Balances October 1, 2009
through September 30, 2013
2012 - 2013 2011 - 2012 2010 - 2011 2009 - 2010
Receipts
Transfer from General Fund 3,069,888.00$ 2,299,866.00$
3,074,510.00$ 3,831,003.00$
Transfer from Confederate Pension Fund 547,371.12 548,114.20
541,744.34 542,468.59
Inter Fund Pgms (Bond Proceeds) 97,000.00 205,000.00 144,618.18
684,087.87
Inter Fund Fed Pgms - 30,168.40 17,876.66 11,351.20
Federal Operating Reimbursement 788,506.15 888,227.05
1,428,233.34 1,554,149.44
Local Capital Grant 324,211.38 259,697.24 285,959.37
295,117.60
Local Government Operating Grant 7,048.00 - - -
Dividend on Stock 19,260.00 17,640.00 16,380.00 15,300.00
Bldg Rental 117,105.94 98,266.70 160,271.71 121,542.53
Land - - - 37,500.00
Oil & Gas 525,146.17 638,305.47 873,471.07 995,430.53
Insurance Recovery 475.00 - 4,700.00 15,020.91
Prior Year Refunds (1) 1,749.44 1,349.81 703.64 6,426.38
Admissions 514,142.67 416,663.83 325,788.47 295,974.44
Publications 295.15 82.00 460.85 141.71
Resale, Park Sales, Rentals & Fees 325,076.35 300,725.47
269,509.21 258,725.55
Salvage Equipment 96.71 774.74 1,810.24 1,001.05
Contributions 176,554.18 236,397.28 110,370.17 58,432.41
Pay Phones - 5.65 35.04 27.32
Total 6,513,926.26 5,941,283.84 7,256,442.29 8,723,700.53
Disbursements
Personnel Costs 2,982,374.18 2,929,505.16 3,010,972.24
2,950,327.61
Employee Benefits 1,075,493.72 1,041,980.23 1,174,759.19
1,110,908.47
Travel In-State 17,618.99 20,245.04 24,842.51 39,910.67
Travel Out-of-State 7,691.88 6,955.62 10,605.22 16,592.95
Repairs & Maint 123,695.27 138,263.44 82,701.55
133,007.88
Rentals & Leases 23,340.80 23,803.67 50,011.39 54,181.84
Utilities & Commu. 297,072.87 295,386.30 325,527.12
321,479.13
Professional Services 411,081.32 366,126.36 554,782.93
495,929.12
Supplies, Materials, & Operating Expenses 504,693.79
441,498.92 427,001.38 427,803.91
Trans Equip Operation 47,995.92 48,476.68 46,809.36
65,008.56
Grants & Benefits 1,133,186.02 816,383.77 844,807.56
1,312,842.79
Capital Outlay 256,384.62 959,418.39 2,093,660.58
1,662,838.03
Trans Equip Purchase 1,940.00 - 35,182.00 22,783.54
Other Equip Purchases 81,247.23 14,504.21 44,109.87
91,696.99
Total 6,963,816.61 7,102,547.79 8,725,772.90 8,705,311.49
Excess (Deficiency) of Receipts Over Disbursements (449,890.35)
(1,161,263.95) (1,469,330.61) 18,389.04
Cash Balances at Beginning of Year 5,609,044.17 6,770,308.12
8,239,638.73 8,221,249.69
Cash Balances at End of Year 5,159,153.82 5,609,044.17
6,770,308.12 8,239,638.73
Reserved for Unpaid Obligations (4,186,067.02) (2,937,014.02)
(2,406,511.50) (1,958,644.39)
Unreserved Cash Balances at End of Year 973,086.80$
2,672,030.15$ 4,363,796.62$ 6,280,994.34$
(1) Refunds from overpayments to electric companies,
reimbursement for title insurance, reimbursement of overpayment
in
travel, $4,808.16 of the prior year refund in FY10 was a refund
of overpayment on the unemployement account with the
Department of Industrial Relations
-
35
Operating Receipts vs. Operating Disbursements (Chart)
A report on receipts and disbursements at Historic Sites is
included in the appendices of this report.
2010 2011 2012 2013
Receipts $8,723,701 $7,256,442 $5,941,284 $6,513,926
Disbursements $8,705,311 $8,725,773 $7,102,548 $6,963,817
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
$9,000,000
$10,000,000
-
36
Summary Schedule of Professional Service Disbursements*
2010 FY 2011 FY 2012 FY 2013 FY
Attorney 6,918.25$ 24,293.40$ 16,198.85$ 10,030.85$
Court Services Professional - - 8.00 -
Court Reporter Services Professional 2,980.00 681.00 - -
Legal Services 9,898.25 24,974.40 16,206.85 10,030.85
Advertising Professional 4,688.65 2,231.20 1,852.45
11,691.20
Appraisal Professional 6,279.50 - - 750.00
Architectural Professional 262,508.17 315,179.40 131,856.07
131,126.04
Data Processing Professional 17,293.30 13,617.28 13,181.91
18,529.45
Educ/Training/Consultants Professional 14,890.21 9,612.79
16,280.98 3,060.00
Invest Advisor Professional 1,196.65 1,319.31 1,369.63
1,557.03
Photograhic Services Professional 258.59 407.00 465.00 -
Scientific & Technical Professional 46,390.00 51,270.00
50,660.00 75,009.34
Graphic Arts Services Professional - 495.00 4,719.00
12,745.00
Media Monitoring Services 1,644.00 1,451.70 - -