HomeMy WebLinkAboutACSA201300002 Staff Report 2013-12-11 COUNTY OF ALBEMARLE
EXECUTIVE SUMMARY
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AGENDA TITLE: AGENDA DATE:
Thomas Jefferson Foundation, Inc. -Albemarle December 11, 2013
County Service Authority(ACSA)Jurisdictional Area
Request(ACSA201300002) ACTION: X INFORMATION:
SUBJECT/PROPOSAL/REQUEST: CONSENT AGENDA: ate- LM� L
Public hearing on request to amend the Albemarle County ACTION: INFORMATION: c Q
Service Authority(ACSA)Jurisdictional Area Boundary to JJ
provide sewer service to Tax Map 78, Parcels 22 and 23, E OA. .►1„s
and provide water and sewer service to Tax Map 77, ATTACHMENTS: Yes d ,,
Parcel 31, Tax Map 78, parcel 25, and Tax Map 92, Parcel
1, located on Thomas Jefferson Parkway(Route 53)
approximately 2 miles east of the intersection of Scottsville
Road (Route 20) and Route 53.
REVIEWED BY:
STAFF CONTACT(S): ""j
Foley, Walker, Davis, Kamptner, Benish t
PRESENTER (S): David Benish
I LEGAL REVIEW: Yes
BACKGROUND:
The Thomas Jefferson Foundation ("TJF") is requesting Albemarle County Service Authority ("ACSA") Jurisdictional Area
designation for public water and/or sewer service to parcels and buildings owned and/or operated by it as follows:
• Sewer service to the Monticello Main House area, including the main house, staff offices, original gift shop, and
restrooms (TMP 78-22).
• Sewer service to the Visitor Center(also TMP 78-22 and 23)and a map correction to the Jurisdictional Area Map
to include the Visitor Center site for water service.
• Water and sewer service to Kenwood House (International Center for Jefferson Studies)(TMP 92-01)and future
administrative campus (TMP 78-25).
• Water and sewer service to the Robert Smith Center at Montalto (property leased by TJF from UVA Foundation)
(TMP 77-31).
These sites are located east of Route 20 on Route 53 (see Attachment A). The parcels are designated Rural Area in the
County's Comprehensive Plan and are located in the Scottsville Magisterial District. Public water service is currently
provided to the Monticello Main House area and Visitor Center site on TMP 77-22 and 77-23. Private sewage facilities
currently serve all properties subject to the request. The Board conducted a worksession on November 6, 2013 (See
Attachment A) and at that time set a public hearing for amending the Jurisdictional Area Boundary as requested by the
applicant.
DISCUSSION:
By policy stated in the Comprehensive Plan, public water and sewer services are intended to serve the designated
Development Areas where growth is encouraged and are to be discouraged in the Rural Area because utility services are
a potential catalyst for growth. Public water supply and sewer system capacities need to be efficiently and effectively used
and reserved to serve the Development Areas. The continued connection of properties in the Rural Area to the public
systems results in further extension of lines from the fringe of the existing Jurisdictional Area into the Rural Area,
potentially straining water and sewer resources and the capacity to serve higher priority needs.
As acknowledged by the Board at the work session on November 6, 2013, there are unique circumstances that relate to
the request for public water and sewer service to the parcels and buildings owned and leased by the Thomas Jefferson
Foundation, Inc. The Monticello Main House and Visitor Center sites have a very high level of usage and visitation;
approximately 440,000 people each year.
In addition, the Monticello Main House area has historic resources that could be adversely impacted by the installation of
new private sewer systems. While there is not a documented health or safety issue associated with the existing private
sewage system, there could be a significant impact to TJF's facilities operations and public health if the sites were to close
due to failure of the aging private sewage facilities. In addition, if the existing drainfield site could not be used (already
repaired once over 30 years ago), significant land disturbance at the Monticello Main House site would be needed (most
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•
AGENDA TITLE: Thomas Jefferson Foundation, Inc. --Albemarle County Service Authority(ACSA)Jurisdictional
Area Request(ACSA201300002)
December 11, 2013
Page 2
likely at the site of Jefferson's orchards). Given the archeological resources on that site, TJF strongly desires to leave
those areas undisturbed so that archeological resources will be left in place for study sometime in the future. Land
disturbance for a drainfield would significantly damage and alter an area adjacent to the Main House, which is not desired.
Finally, there are historically significant and invaluable resources and materials/collections located and archived on these
properties which are in need of adequate fire protection to better ensure for their long term preservation.
An additional unique aspect of this application is the new 250,000 gallon underground water storage tank proposed on the
Montalto parcel (TMP 77-31).The water storage tank would serve to improve the fire suppression capabilities of the entire
Monticello complex including the Visitor Center and Main House area (due to the higher elevation of the Montalto site).
Given the site's status as a UNESCO World Heritage site and the number of annual visitors to the Visitor's Center and
Main House area, additional fire suppression capacity is an important consideration.
Although staff believes that the request does not meet the guiding principles provided for expansions of the Jurisdictional
Areas, due to the unique circumstances set forth, staff believes there is merit to amending the limited service designation
to permit service to the site consistent with the conditions of Zoning Map Amendments ZMA 2004-05 and ZMA 2007-23.
The Zoning Map Amendments for Monticello Historic District(MHD) limited the scope and scale of future development to
what has been previously approved by the Board. No additional development would be proposed if the jurisdictional area
request is approved.
BUDGET IMPACT:
The property owner would bear all of the costs for connection to public water and public sewer services.
RECOMMENDATIONS:
Staff recommends that the Board approve an amendment of the Albemarle County Service Authority Jurisdictional Area to
provide limited water and sewer service to TMPs 77-31, 78-22, 78-23, 78-25, and 92-1, and that water and sewer service
continue to be provided to the Thomas Jefferson Foundation, Inc. complex only as approved under ZMA 2004-05 and
ZMA 2007-23. Amendment of the ACSA Jurisdictional Area Boundary shall provide limited service as follows:
• Sewer service to the Monticello Main House area, including the main house, staff offices, original gift shop, and
restrooms(TMP 78-22).
• Sewer service to the Visitor Center(also TMP 78-22 and 23)and a map correction to the Jurisdictional Area Map
to include the Visitor Center site for water service c4- �n
• Water and sewer service to Kenwood House(International Center for Jefferson Studies)(TMP 92-01)and future
administrative campus, consistent with the approved application plan for the Monticello Historic District(TMP 78-
25).
• Water and sewer service to the Robert Smith Center at Montalto,(TMP 77-31).
ATTACHMENTS IKi`1°v
A—11/6/2013 Board Executive Summary(with location maps attached)
Return to agenda
COUNTY OF ALBEMARLE
EXECUTIVE SUMMARY
AGENDA TITLE: AGENDA DATE:
Thomas Jefferson Foundation, Inc. -Albemarle December 11, 2013
County Service Authority (ACSA)Jurisdictional Area
Request (ACSA201300002) ACTION: X INFORMATION:
SUBJECT/PROPOSAL/REQUEST: CONSENT AGENDA:
Public hearing on request to amend the Albemarle County ACTION: INFORMATION:
Service Authority(ACSA)Jurisdictional Area Boundary to
provide sewer service to Tax Map 78, Parcels 22 and 23,
and provide water and sewer service to Tax Map 77, ATTACHMENTS: Yes
Parcel 31, Tax Map 78, parcel 25, and Tax Map 92, Parcel
1, located on Thomas Jefferson Parkway(Route 53)
approximately 2 miles east of the intersection of Scottsville
Road (Route 20) and Route 53.
REVIEWED BY:
STAFF CONTACT(S): ] (-
Foley, Walker, Davis, Kamptner, Benish t• `
PRESENTER(S): David Benish
LEGAL REVIEW: Yes
BACKGROUND:
The Thomas Jefferson Foundation ("TJF") is requesting Albemarle County Service Authority("ACSA")Jurisdictional Area
designation for public water and/or sewer service to parcels and buildings owned and/or operated by it as follows:
• Sewer service to the Monticello Main House area, including the main house, staff offices, original gift shop, and
restrooms (TMP 78-22).
• Sewer service to the Visitor Center(also TMP 78-22 and 23)and a map correction to the Jurisdictional Area Map
to include the Visitor Center site for water service.
• Water and sewer service to Kenwood House (International Center for Jefferson Studies) (TMP 92-01)and future
administrative campus (TMP 78-25).
• Water and sewer service to the Robert Smith Center at Montalto (property leased by TJF from UVA Foundation)
(TMP 77-31).
These sites are located east of Route 20 on Route 53 (see Attachment A). The parcels are designated Rural Area in the
County's Comprehensive Plan and are located in the Scottsville Magisterial District. Public water service is currently
provided to the Monticello Main House area and Visitor Center site on TMP 77-22 and 77-23. Private sewage facilities
currently serve all properties subject to the request. The Board conducted a worksession on November 6, 2013 (See
Attachment A) and at that time set a public hearing for amending the Jurisdictional Area Boundary as requested by the
applicant.
DISCUSSION:
By policy stated in the Comprehensive Plan, public water and sewer services are intended to serve the designated
Development Areas where growth is encouraged and are to be discouraged in the Rural Area because utility services are
a potential catalyst for growth. Public water supply and sewer system capacities need to be efficiently and effectively used
and reserved to serve the Development Areas. The continued connection of properties in the Rural Area to the public
systems results in further extension of lines from the fringe of the existing Jurisdictional Area into the Rural Area,
potentially straining water and sewer resources and the capacity to serve higher priority needs.
As acknowledged by the Board at the work session on November 6, 2013, there are unique circumstances that relate to
the request for public water and sewer service to the parcels and buildings owned and leased by the Thomas Jefferson
Foundation, Inc. The Monticello Main House and Visitor Center sites have a very high level of usage and visitation;
approximately 440,000 people each year.
In addition, the Monticello Main House area has historic resources that could be adversely impacted by the installation of
new private sewer systems. While there is not a documented health or safety issue associated with the existing private
sewage system, there could be a significant impact to TJF's facilities operations and public health if the sites were to close
due to failure of the aging private sewage facilities. In addition, if the existing drainfield site could not be used (already
repaired once over 30 years ago), significant land disturbance at the Monticello Main House site would be needed (most
AGENDA TITLE: Thomas Jefferson Foundation, Inc. --Albemarle County Service Authority(ACSA)Jurisdictional
Area Request(ACSA201300002)
December 11, 2013
Page 2
likely at the site of Jefferson's orchards). Given the archeological resources on that site, TJF strongly desires to leave
those areas undisturbed so that archeological resources will be left in place for study sometime in the future. Land
disturbance for a drainfield would significantly damage and alter an area adjacent to the Main House, which is not desired.
Finally, there are historically significant and invaluable resources and materials/collections located and archived on these
properties which are in need of adequate fire protection to better ensure for their long term preservation.
An additional unique aspect of this application is the new 250,000 gallon underground water storage tank proposed on the
Montalto parcel (TMP 77-31). The water storage tank would serve to improve the fire suppression capabilities of the entire
Monticello complex including the Visitor Center and Main House area (due to the higher elevation of the Montalto site).
Given the site's status as a UNESCO World Heritage site and the number of annual visitors to the Visitor's Center and
Main House area, additional fire suppression capacity is an important consideration.
Although staff believes that the request does not meet the guiding principles provided for expansions of the Jurisdictional
Areas, due to the unique circumstances set forth, staff believes there is merit to amending the limited service designation
to permit service to the site consistent with the conditions of Zoning Map Amendments ZMA 2004-05 and ZMA 2007-23.
The Zoning Map Amendments for Monticello Historic District(MHD) limited the scope and scale of future development to
what has been previously approved by the Board. No additional development would be proposed if the jurisdictional area
request is approved.
BUDGET IMPACT:
The property owner would bear all of the costs for connection to public water and public sewer services.
RECOMMENDATIONS:
Staff recommends that the Board approve an amendment of the Albemarle County Service Authority Jurisdictional Area to
provide limited water and sewer service to TMPs 77-31, 78-22, 78-23, 78-25, and 92-1, and that water and sewer service
continue to be provided to the Thomas Jefferson Foundation, Inc. complex only as approved under ZMA 2004-05 and
ZMA 2007-23. Amendment of the ACSA Jurisdictional Area Boundary shall provide limited service as follows:
• Sewer service to the Monticello Main House area, including the main house,staff offices, original gift shop, and
restrooms (TMP 78-22).
• Sewer service to the Visitor Center(also TMP 78-22 and 23)and a map correction to the Jurisdictional Area Map
to include the Visitor Center site for water service.
• Water and sewer service to Kenwood House(International Center for Jefferson Studies) (TMP 92-01)and future
administrative campus, consistent with the approved application plan for the Monticello Historic District (TMP 78-
25).
• Water and sewer service to the Robert Smith Center at Montalto (TMP 77-31).
ATTACHMENTS
A—11/6/2013 Board Executive Summary(with location maps attached)
Return to agenda
//G/i 3
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COUNTY OF ALBEMARLE
EXECUTIVE SUMMARY
AGENDA TITLE: AGENDA DATE:
Thomas Jefferson Foundation, Inc. -Albemarle November 6, 2013
County Service Authority (ACSA) Jurisdictional Area
Request (ACSA201300002) ACTION: X INFORMATION:
SUBJECT/PROPOSAL/REQUEST: CONSENT AGENDA:
Request to amend the Albemarle County Service Authority ACTION: INFORMATION:
(ACSA) Jurisdictional Area Boundary to provide sewer
service to Tax Map 78, Parcels 22 and 23, and provide
water and sewer service to Tax Map 77, Parcel 31, Tax ATTACHMENTS: Yes
Map 78, Parcel 25, and Tax Map 92, Parcel 1, located on
Thomas Jefferson Parkway (Route 53) approximately 2
miles east of the intersection of Scottsville Road (Route REVIEWED BY:
20) and Route 53.
STAFF CONTACT(S): L ` "
Foley, Walker, Davis, Benish, Sorrell
PRESENTER (S): David Benish
LEGAL REVIEW: Yes
BACKGROUND:
The Thomas Jefferson Foundation ("TJF") is requesting Albemarle County Service Authority("ACSA") Jurisdictional Area
designation for public water and/or sewer service to parcels and buildings owned by it as follows:
• Sewer service to the Monticello Main House area, including the main house, staff offices, original gift shop, and
restrooms (TMP 78-22).
• Sewer service to the Visitor Center(also TMP 78-22 and 23) and a map correction to the Jurisdictional Area Map
to include the Visitor Center site for water service.
• Water and sewer service to Kenwood House (International Center for Jefferson Studies) (TMP 92-01) and future
administrative campus (TMP 78-25).
• Water and sewer service to the Robert Smith Center at Montalto (TMP 77-31).
These sites are located east of Route 20 on Route 53 (see Attachment B). The parcels are designated Rural Area in the
County's Comprehensive Plan and are located in the Scottsville Magisterial District.
A portion of TMP 78-22 consisting of the Monticello Main House area is the only area in the request currently located
within the Jurisdictional Area for public water service. This area has been provided public water service for over 50 years
(as early as 1948). A 100,000 gallon underground water storage tank is filled to provide domestic service and fire
suppression (see Attachment B). Water service was extended from the Monticello Main House area (storage tank) to the
new Visitor Center in 2007. The Kenwood and Montalto sites are currently served by private wells and all of the buildings
and parcels in this request (including the Main House Area and Visitor Center) are currently served by private sewage
systems.
With the exception of the Jefferson Library at Kenwood (TMP 92-01, zoned RA), all of the other parcels included in this
request are zoned Monticello Historic District (MHD). In the 2004 review of the rezoning application that created the
Monticello Historic District, there was no discussion of the expansion of the jurisdictional area to include any of the MHD
area. At that time, the existing infrastructure was considered adequate and the alternative wastewater disposal system
planned to serve the new Visitor Center was determined to be adequate to meet facility needs. At the time Montalto was
rezoned to MHD in 2008, private water and sewer facilities were also believed to be adequate for that use. Since that
time, additional infrastructure studies and planning has been conducted by the TJF. A 2011 study (Attachment C)found
that water flow for firefighting was inadequate to serve the Monticello Main House location and the new Visitor Center, as
well as Kenwood House. In addition, other infrastructure was aging and had high maintenance costs.
TJF has stated that the overarching need for public water and sewer service is to provide adequate fire protection and to
maintain reliable ongoing operations. The current fire suppression capabilities are inadequate for multiple buildings and
there is a concern that the continued high level of use of the existing private sewage facilities for the Main House area and
the Visitor Center could result in unexpected and more frequent system failures, which could affect operations over an
extended period of time while repairs are made. TJF has submitted this jurisdictional area request to ensure the
AGENDA TITLE: Thomas Jefferson Memorial Foundation --Albemarle County Service Authority (ACSA) Jurisdictional
Area Request (ACSA201300002)
November 6, 2013
Page 2
continued long-term viability of Monticello and its associated facilities. TJF's plan is to provide water for fire suppression
through a proposed water storage tank at Montalto.
In the immediate area, the Michie Tavern site is in the Jurisdictional Area for water and sewer while the Monticello
Memorial Gardens site is in the Jurisdictional Area for Water Only. Both areas were provided service prior to the
establishment of the ACSA Jurisdictional Area and associated policies (Michie Tavern received service in the 1970s).
Both sites are in the designated Rural Areas. The former Blue Ridge Hospital site is also in the ACSA Jurisdictional Area
for water and sewer(and is located in the Urban Area 4).
DISCUSSION:
The subject parcels can be grouped into two categories based on the number of users/visitors to the sites. The first
category would be for the Main House Area and the Thomas Jefferson Visitor's Center and Smith Education Center area
on TMP's 78-22 and 23. The second category would include the International Center for Jefferson Studies—Kenwood
and Jefferson Library (TMP 92-1), the future administrative campus (TMP 78-25) and the Robert H. Smith Center at
Montalto (TMP 77-31). These sites have many fewer visitors -similar in number to the site visitors and events found with
rural churches and rural special events.
Category 1: Main House Area and Visitor Center
Public sewer is requested to serve these parcels. TJF estimates that annual visitation to these sites is over 450,000
people. This is significantly higher than most any other use located in the Rural Area. The Main House and adjacent
buildings are served by drainfields originally installed in the 1930s and repaired in the 1970s. TJF has stated that they
believe these facilities have exceeded their useful life and should be replaced. The Health Department has noted that
while all onsite sewage systems have a limited lifespan, it is difficult to determine the life span of an existing system. The
lifespan for a septic system is determined by many factors, such as wastewater flow, wastewater strength, site and soil
conditions, natural weather variations, and regular maintenance over the lifetime of the system. The Health Department
also notes that an evaluation by a professional engineer is required before it can be determined with certainty that an
onsite sewage disposal system would not serve the proposed use. Given the amount of property that TJF owns, there
may be an onsite solution. There are no noted system leaks or malfunctions on record with the Health Department and
no known problems exist at this time; however, the applicant has stated that this is likely because TJF regularly pumps out
the septic tanks on a schedule twice as often as typically recommended by the Health Department.
For TJF, an important limiting factor for locating new onsite sewage disposal areas near the Monticello Main House area
is the potential for the associated land disturbance to impact historic resources. Monticello is only one of two World
Heritage sites in the United States. As such, TJF has stated in its application that additional land disturbance for new
onsite disposal facilities would require disturbance of an area (and perhaps other areas) of Monticello's historic orchard.
TJF strongly prefers to leave areas where archeological resources may lie in-place, allowing for future study by
researchers. In addition, if permitted to install public sewer lines, TJF has stated its desire to use a directional bore
technique along an existing cleared trail to limit the land disturbance along the location of the sewer line and protect
potential historical resources in the archeological layer above the line, which would not require disturbance as when a
traditional method is used.
The Visitor Center uses an alternative sewage treatment system and onsite drainfield that was installed in 2006. TJF
states that the system has a 10 year life span, and that together with on-going maintenance and monitoring, that the
system is difficult and expensive to maintain, particularly during peak usage periods. The Health Department has noted
that it is not aware of documentation from the manufacturer of the system that suggests that the septic system serving the
Visitor Center has a predetermined lifespan. Again, there are many variables involved.
Category 2: Kenwood, Future Administrative Campus, and Montalto
Both public water and sewer are requested to serve parcels in this category. The parcels in this category have
significantly less visitors than the Main House area and Visitor Center. However, in keeping with the overarching theme of
this application, a major reason public water has been requested for these areas is for fire suppression.
Kenwood House is currently served by a private groundwater well and has the capacity of 30,000 gallons for onsite fire
suppression. TJF estimates this to be half the need in the case of a fire. Given the number of unique and historic
AGENDA TITLE: Thomas Jefferson Memorial Foundation --Albemarle County Service Authority(ACSA) Jurisdictional
Area Request (ACSA201300002)
November 6, 2013
Page 3
documents and other materials on file in the library, TJF desires public water to improve water capacity for fire flow.
Connection to public water would also improve drinking water quality by improved filtration.
Kenwood House is currently served by a traditional onsite septic system for wastewater disposal. TJF feels the onsite
system is also approaching the end of its useful life and TJF desires to connect to the same public sewer line proposed for
sites in category 1.
The future administrative campus will be located on the parcel immediately adjacent to the west side of the Kenwood
House. The location of the future offices is the same as what was proposed in the 2004 rezoning of the property to MHD
and is currently the site of an existing dwelling. The site is served by private groundwater wells. Connection to the public
water supply would allow for better water filtration for the domestic water supply. TJF has stated that it does not believe
that the existing groundwater wells would support the site; however, additional documentation is needed to support this
conclusion.
The future administrative campus site is served by a conventional onsite sewer system that TJF feels is also at the end of
its useful life. TJF has stated that it does not believe that an additional or new conventional onsite septic system would be
supported on the site, however, additional documentation is needed to support this conclusion.
The Robert H. Smith Center is located at the top of the Montalto site at an elevation above the other facilities operated by
TJF and is served by groundwater wells. When TJF completed its infrastructure planning study in 2011, it was concluded
that the Montalto site should contain a new underground 250,000 gallon water storage tank that could be used to supply
water for domestic and fire suppression needs for Montalto, the Main House Area(of Monticello), the Visitor Center,
Kenwood House, and the future administrative campus site. Because of Montalto's higher elevation, it would provide a
gravity flow to these other areas. The Health Department does not have any documentation regarding any issues with the
water on this site. TJF has stated that it does not believe that the groundwater wells would support the site, however,
given the site's high elevation, TJF has stated that there has been difficulty in supplying water to the site in the past and
that additional wells have been drilled closer to Route 53, which has necessitated a water pump station about halfway up
the drive to Montalto to pump water to the site. Additional information supporting the difficulty in obtaining water at the site
is requested to document the additional wells drilled (that were needed to continue site usage).
Montalto is currently served by a private onsite septic system that was upgraded in the last several years. TJF indicates
that the system is currently working adequately and that there are no documented issues associated with the system.
However, TJF desires to connect to the same public sewer line as proposed for the other facilities.
Summary and Findings:
The Comprehensive Plan provides the following recommendations concerning the provision of public water and sewer
service:
• "General Principle: Urban Areas, Communities, and Villages are to be served by public water and sewer(p. 114)."
• "Provide water and sewer service only to areas within the ACSA Jurisdictional Areas (p. 130)."
• "Follow the boundaries of the designated Development Areas in delineating Jurisdictional Areas (p.130)."
• "Only allow changes in the Jurisdictional Areas outside of the designated Development Areas in cases where the
property is: 1) adjacent to existing lines; and 2) public health and/or safety is in danger(p. 130)."
By policy, water and sewer services are intended to serve the designated Development Areas where growth is
encouraged and are to be discouraged in the Rural Area because utility services are a potential catalyst for growth. Water
supply and system capacities need to be efficiently and effectively used and reserved to serve the Development Areas.
The continued connection of properties in the Rural Area to the public system results in further extension of lines from the
fringe of the existing Jurisdictional Area into the Rural Area, potentially straining water and sewer resources and the
capacity to serve higher priority needs.
Staff finds that these requests are not consistent with existing County policy for the provision of public water and sewer
service. All of these properties are located within the designated Rural Area. With regards to the recommendation which
states "Only allow changes in the Jurisdictional Areas outside of the designated Development Areas in cases where the
AGENDA TITLE: Thomas Jefferson Memorial Foundation --Albemarle County Service Authority (ACSA) Jurisdictional
Area Request (ACSA201300002)
November 6, 2013
Page 4
property is: 1) adjacent to existing lines: and 2) public health and/or safety is in danger," there is no documented current or
eminent public health or safety issue (such as a system contamination or failure) and no documentation stating that new
private systems could not be installed on these sites. The Kenwood parcel is not adjacent to existing water or sewer
lines. The Montalto parcel is not adjacent to existing water lines.
There are, however, unique circumstances that relate to the request for sewer service to the Monticello Main House and
Visitor Center sites, including: the high level of usage/visitation to the sites and the historic resources potentially impacted
by the installation of new private sewer systems. Given the unique nature of the nearly half a million annual visitors to the
Monticello Main House and Visitor Center, while there is not a documented health or safety issue associated with the
existing private sewerage system, there could be a significant impact to the facilities operations and public health if the
sites were to have to close due to failure of the aging private sewerage facilities. In addition, if the existing drainfield site
could not be used (already repaired once over 30 years ago), significant land disturbance at the Monticello Main House
site would be needed (most likely at the site of Jefferson's orchards). Given the archeological resources on that site, TJF
strongly desires to leave those areas undisturbed so that archeological resources will be left in place for study sometime
in the future. Land disturbance for a drainfield would significantly damage and alter an area adjacent to the Main House,
which is not desired.
An additional unique aspect of this application is the new 250,000 gallon underground water storage tank proposed
on the Montalto parcel (77-31). The water storage tank would serve to improve the fire suppression capabilities of the
entire Monticello complex including the Visitor Center and Main House area (due to the higher elevation of the
Montalto site). Given the site's status as a UNESCO World Heritage site and the number of annual visitors to the
Visitor's Center and Main House area, additional fire suppression is an important consideration. Despite these
unusual circumstances, staff's conclusion is that the request does not meet the guiding principles.
BUDGET IMPACT:
The property owner would bear all of the costs for connection to public water and public sewer services.
RECOMMENDATIONS:
The requests for the following amendments to the ACSA Jurisdictional Area boundaries for water and sewer service are
not consistent with the policies and recommendations of the Comprehensive Plan for the provision of public water and
sewer, therefore staff recommends that no public hearing be scheduled for these requests.
• Sewer service to the Monticello Main House area, including the main house, staff offices, original gift shop, and
restrooms (TMP 78-22).
• Sewer service to the Visitor Center(also TMP 78-22 and 23) and a map correction to the Jurisdictional Area Map
to include the visitor center site for water service.
• Water and sewer service to Kenwood House (International Center for Jefferson Studies) (TMP 92-01) and future
administrative campus (TMP 78-25).
• Water and sewer service to the Robert Smith Center at Montalto (TMP 77-31).
Should the Board decide that the unique conditions/circumstances related to the Monticello Main House site and Visitor
Center (TMP's 78-22 and 23) outweigh the strict application of the policies and recommendations for Jurisdictional Area
Map amendments, staff recommends that a public hearing be set to consider amending the ACSA Jurisdictional Area Map
to provide limited sewer service to the existing structures only on TMP 78-22 and 23.
In addition, should the Board decide that the unique circumstances relating to the water storage tank on the Montalto site
(TMP 77-31) outweigh the strict application of the policies and recommendations for Jurisdictional Area Map
amendments, staff recommends that a public hearing also be set to consider amending the ACSA Jurisdictional Area Map
to provide limited water service to TMP 77-31 for the purpose of providing water to the proposed fire suppression tank.
ATTACHMENTS
A—Applicant's Request
B— Location Map and Jurisdictional Area Designations
C—2011 TJF Water and Sewer Study Maps (existing and proposed)
AGENDA TITLE: Thomas Jefferson Memorial Foundation --Albemarle County Service Authority(ACSA)Jurisdictional
Area Request(ACSA201300002)
November 6, 2013
Page 5
Return to agenda
Of• --149-z..,
M w NTICELLO
Thomas Jefferson Foundation, Inc.
Request to Amend Jurisdictional Area Maps for Water and Sewer Service
Request:
The Thomas Jefferson Foundation (the "Foundation") requests that the Albemarle County Board
of Supervisors amend the Albemarle County Service Authority(the "ACSA")jurisdictional area
maps to permit the Foundation to use its own funds to make infrastructure upgrades and
improvements and to connect certain Foundation properties to the public water and sewer
system. These infrastructure upgrades will enable the Foundation to safely and adequately
accommodate the needs of its visitors and operations, protect a UNESCO World Heritage Site
(including the artifacts and grounds), and ensure the safety of its employees and the public. The
Foundation would bear the expense of all infrastructure upgrades associated with such
connections and improvements. This proposal is environmentally responsible, consistent with
the purpose and intent of the Monticello Historic District zoning district and the Comprehensive
Plan, and in the best interest of public health and safety.
Introduction:
The Foundation is a private, non-profit 501(c)3 corporation with a dual mission of preservation
and education. As the owner of over 2,500 acres of land in Albemarle County,the Foundation is
one of the County's largest landowners. A summary of the Foundation's contributions to our
community is attached to this application. In the last 18 years,the Thomas Jefferson
Foundation has built$70 million dollars worth of publically accessible infrastructure and
regional educational facilities in our community. These facilities were built at no cost to the
local government, but with significant financial benefit to the local government and community
in the form of tourism revenues.The Foundation recently engaged the services of consultants to
provide guidance on infrastructure improvements necessary to adequately carry out its mission
by accommodating its visitors, protecting the Foundation property,and ensuring the safety of
the public and its employees. These consults studied the existing infrastructure,the particular
needs of each of the various properties, and tailored solutions for each property.
Monticello (which includes the Visitor Center and the future Administrative Campus) and
Montalto are both zoned Monticello Historic District,a zoning district that was specifically
created by the Board of Supervisors in 2005 for Monticello and other Foundation properties.
1
The Monticello Historic District zoning regulations specifically recognize the unique heritage,
significance, and uses of the Foundation properties. According to the ordinance,the intent and
purpose of the Monticello Historic District is:
- To permit restoration,preservation, conservation, education,programs,
research, business and support activities, including fundraising activities for the
public and/or contributors, all of which are related to the operation of a historic
house museum and historic site at Monticello;
- To promote the preservation, interpretation and enhancement of a unique
historical site;
- To preserve significant tracts of agricultural and forestal land;
- To be a district that is unique to those parcels which both belonged to Thomas
Jefferson and contain uses related to the operation of the historic site, in
recognition of:
-the importance of Thomas Jefferson to the history of Albemarle
County;
- the importance of Monticello to the reputation, education and
economy of Albemarle County;
-Monticello as a unique element of the historical and architectural legacy
of Albemarle County, the nation, and the world, as recognized by its
inclusion on the World Heritage List administered by the United Nations
Educational,Scientific, and Cultural Organization.
Permitting the Foundation to utilize the public water and sewer systems in Albemarle County at
the award-winning Rivanna Treatment Plant is fully consistent with,and will significantly further
the purpose and intent of the Monticello Historic District regulations. The Thomas Jefferson
Visitor Center opened in April of 2009 and now serves as the 215t-century gateway to
Monticello.The center has transformed the visitor experience,offering distinctive opportunities
to learn more about Jefferson and Monticello.Since the center opened,visitors are staying
longer at Monticello, enjoying the Café at Monticello, interpretive galleries,the Monticello
Museum Shop and other amenities. Such extended visits, in addition to increasing the chances
that such visitors will extend their entire stay in our community longer(thus generating
additional tourism revenue for Albemarle County in the form of lodging and meals taxes), also
means that the existing water and sewer systems experience more wear and tear, and must
accommodate larger crowds than ever before.
Connecting to the public system will avoid the need for the Foundation to excavate historically
significant property, which is consistent with the intent of"preserving significant tracts of
agricultural and forestal property." Having water and sewer systems appropriately sized and
2
designed to accommodate the approximately 440,000 average annual visitors to Monticello and
its surrounding properties each year will also further the goal of"promoting the preservation,
interpretation and enhancement of a unique historical site,"for these goals cannot be achieved
with inadequate systems. In addition,the use of the public water and sewer systems will
enable the Foundation to carry out the Monticello Historic District's intent to "permit
restoration, preservation,conservation, education, programs, research, business and support
activities, including fundraising activities for the public and/or contributors, all of which are
related to the operation of a historic house museum and historic site at Monticello." None of
these goals can be responsibly achieved in an environmentally sensitive manner without the
ability to connect to a modern and appropriate system for water and sewer service that is
capable of accommodating the unique uses of the property and the particular challenges of the
property.
The unique needs of the Foundation properties involve accommodating over 440,000 annual
visitors, in a way that is sensitive to the properties' historical,archaeological and environmental
resources. For many years the Foundation has worked with outdated infrastructure, but now
realizes that to fully and safely achieve its vision for a restored mountaintop,to preserve and
protect its unique and treasured buildings and land for future generations, and to fully protect
the health and safety of the visiting public and its employees,that it must invest in modern,
appropriately designed infrastructure. Among other improvements, it must update its water
and sewer systems. The most appropriate, environmentally and historically sensitive way to
update its system is to invest in equipment and improvements to connect the Foundation
properties to the public water and sewer system. These systems are designed to accommodate
the scale and nature of the uses that are carried out at Monticello, and given the significance of
Monticello to our community,the nation, and the world, its properties deserve to have access
to appropriate infrastructure.
When the Board of Supervisors created the Monticello Historic District and approved the
rezoning of Monticello and Montalto to Monticello Historic District, it recognized the unique
aspects of Monticello and the Foundation's activities. The Board realized that Monticello and
the Foundation's unique uses did not fit into the typical commercial zoning districts. Nor did
they fit into the regulations governing the Rural Area zoning districts that are nearly always
applicable to properties outside the designated development area. But the Board recognized
that Monticello and its uses were so unique, that it needed a zoning district that specifically
recognized and supported such uses and history. Therefore, Monticello and surrounding
properties, even though they are located outside the designated development areas, are
intentionally zoned Monticello Historic District instead of Rural Areas.
The basis of the Comprehensive Plan's limit on the use of land outside the development areas
being permitted to utilize and connect to the public water and sewer system is guided by the
idea that services to the Rural Area should be limited, because development of the Rural Areas
is not encouraged. However,that concept is not relevant with regard to Foundation properties.
3
By contrast to most properties outside the development areas,Albemarle County actually
encourages and supports the uses and visitation at Monticello, and is not trying to limit the use
of those properties. This support is balanced by restrictions imposed on the Foundation
properties in the form of detailed zoning Application Plans that regulate and govern the use and
development of the Foundation properties, and that were put in place when the properties
were rezoned to Monticello Historic District. The zoning regulations and these Application Plans
govern the use and development of the properties and limit additional structures on the
properties, and any changes to those plans would require the County's consent and approval.
Thus,this request will not encourage development beyond what the Board of Supervisors have
already supported for these Foundation properties. As such,the limiting properties of the water
and sewer policies of the Comprehensive Plan are as inapplicable to Monticello and its unique
uses as were the Rural Areas zoning district regulations that regulated the property.
Similarly,the Comprehensive Plan provisions on public water and sewer generally discourage
the utilization of the public water and sewer systems in the Rural Areas, except in the cases
where public health and safety are at issue. We contend that just as the Board recognized the
unique aspects of the Monticello property with regard to zoning districts,that it also should
recognize the unique aspects of the Monticello property and its uses with regard to utilization of
the public water and sewer system and the preservation of public health and safety.
In addition to the unique aspects of the Monticello properties that attract hundreds of
thousands of visitors a year to its historic house museum,the sensitive historical,archaeological
and environmental resources of the property make it difficult to appropriately upgrade its
existing private systems without damaging such resources. Ensuring the safety and security of
its visitors and staff is also a challenge with regard to fire safety. Therefore,to adequately
accommodate the needs of its visitors, protect the priceless house museum and grounds, and
ensure the safety of its employees and the public,the Foundation requests the ability to
connect to the public water and sewer system to allow for the recommended fire protection
capacities.
Just as other commercial and institutional entities pay connection fees and monthly service fees
as part of utilizing the public system, the Foundation would also pay such fees. The Foundation
would also fund all infrastructure expenses associated with such connections at its expense just
as it funded other infrastructure improvements to further its mission. Similarly,the Foundation
will invest in its own water and sewer infrastructure to protect its buildings, land, employees,
and visitors. The Foundation asks the County to support its efforts to responsibly manage its
historic and sacred resources.
4
Challenges and Plans for Individual Foundation Properties:
Each of the Foundation's properties has different needs, uses and challenges with regard to its
existing and future water and sewer infrastructure.
Monticello'S Main House (including the House, Foundation staff offices,original gift
shop, and public restrooms) (the "House")
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Water Service: The House is already served by public water,and has been since before
the Comprehensive Plan policy was enacted. The public system provides water to an existing
100,000 gallon underground storage tank that was constructed prior to 1948,and uses a
pumping system and pressure tanks that were constructed in 1957. This system has exceeded
its useful life and must be replaced. In addition,the capacity of the water storage tank needs to
be significantly increased to meet current water needs and for fire suppression safety. These
infrastructure improvements are permitted since the House property is within the ACSA
jurisdictional area for water, and will enable the Foundation to accommodate current water
demands and to protect the House and the visiting public. As the House is one of only 21
properties in the United States on the World Heritage List(and the only Presidential house on
the list), it is imperative that it be protected with adequate fire suppression safety. In addition,
with over 440,000 annual visitors, public health and safety is paramount.
Sewer Service: The House is served by a conventional on-site septic tank and drain field
that were installed in the 1930s and most recently repaired in 1976. The system has exceeded
its useful life and must be replaced within the next 2-4 years. Replacement of the current
system with a new conventional system will require locating a new on-site drain field. The
septic reserve field is currently an apple orchard, and installing a new drain field there will
require the destruction of the orchard and excavation of historical and archaeologically sensitive
land. This orchard would become the new main drain field, and then a new reserve drain field
would need to be established. The Foundation's long-standing policy is to use and repurpose
only those areas of Foundation property that are already disturbed,and to avoid new
5
disturbance whenever possible. In addition, new Virginia Department of Health regulations
would likely require the construction of a sewage treatment plant on site in connection with a
conventional system. Rather than destroy the orchard and excavate historical and
archaeologically significant land to construct a new primary and reserve drain field for a
conventional system,the Foundation proposes instead to construct a Low Pressure Sewer
System with discharge to the public Moore's Creek Wastewater Treatment Plant.
In addition to providing an appropriate sewage disposal option for the Foundation that
adequately supports the uses approved for the Monticello Historic District, it is noteworthy that
the land upon which the Moore's Creek Wastewater Treatment Plant is located was once owned
by the Foundation. When the community needed land for a sewage treatment plant, the
Foundation provided the land. It is only appropriate that the Foundation now be permitted to
utilize the facilities located on that land. Furthermore,the close proximity of the Moore's Creek
Plant, at the base of Monticello Mountain, means that the necessary sewer lines can be installed
with minimal extensions, and along existing cleared trails once used by Jefferson himself, rather
than in undisturbed areas,as would be required for a conventional system. This proposed
system provides a long-term solution for the House's sewer needs and minimizes the impact on
historic land by using smaller pipes than would be required with a conventional system. When
considered with the public health and safety benefits of a modern, appropriate,and adequate
system to support the activities of a historic house museum, and the environmental impacts
that can be avoided with the use of such a system, it is clear the purpose and intent of the
Monticello Historic District regulations are met in a way that is consistent with the
Comprehensive Plan.
6
Thomas Jefferson Visitor Center and Smith Education Center:
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Water Service: The same 100,000 gallon water tank(now at least 65 years old)that
provides water to The House also provides public water to the new Visitor Center that was
completed in 2007. Just as the old tank needs to be replaced with a new, larger tank and pipe
system to support The House for both domestic water and fire suppression, it also needs to be
more appropriately sized to support the increased number of guests at the Visitor Center. As
noted above,the necessary improvements to the water infrastructure system are permitted
since the House and Visitor Center parcel are within the ACSA jurisdictional area for water, and
such improvements will enable the Foundation to adequately accommodate and protect the
public and its$43 million dollar investment in the Visitor's Center.
Sewer Service: The Visitor Center is equipped with a "MicroFast" sewage treatment
system and alternative onsite drainage field that were installed in 2006 and brought on line in
January, 2007 at the site of a former conventional septic system. This system has a 10-year life,
and requires ongoing maintenance and monitoring of performance. New regulations adopted
by the Virginia Department of Health make it difficult and expensive to maintain compliance,
especially during periods of peak use and visitation at Monticello. In addition, there are
negative aspects of the system (noise, odor,visibility)that are inconsistent with the activities at
the Visitor Center. The Foundation has determined that the MicroFast system is plainly
inappropriate and inadequate for a World Heritage Site historic house museum and must be
replaced. Installing a conventional system would require selecting a new drain field location at
the historic core clearing, and would require excavation and thus potential impacts on
archaeological and historic resources. To avoid these unnecessary negative impacts,the
Foundation proposes to replace the MicroFast system and to connect to the Low Pressure Sewer
System that is proposed to serve the House, and that would discharge to the Moore's Creek
Sewage Treatment Plant. This proposal is the most environmentally sensitive and feasible
alternative to provide a long-term solution for adequate sewage treatment and collection for
the Visitor Center and the visiting public. For all the same reasons that such a system that
connects to the public sewer system is appropriate for The House, it is also appropriate for the
Visitor Center.
7
International Center for Jefferson Studies -(Kenwood House,Jefferson Library)
•
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The Robert H. Smith International Center for Jefferson Studies supports a global
network of Jefferson scholars. At the base of Monticello Mountain,the Center focuses on the
Foundation's research and education efforts on Jefferson and Monticello and disseminates its
findings around the globe.The Center is comprised of the Jefferson Library,the only free-
standing public library dedicated to the study of a founding father, and the historic Kenwood
house.The library contains over 40,000 volumes, including many rare books, and the
Foundation's archives.The Jefferson Library is free and open to the public Monday-Friday 9:00
am-5:00 pm.
Water Service: The Center is served water from groundwater wells and is not
connected to the Monticello water system. It is equipped with fire pump equipment and a
30,000 gallon storage tank for fire suppression. The Foundation's consultants have advised that
connecting to the public water system would increase flow rates for fire protection. Additional
fire protection would help ensure the safety of priceless rare books and archives housed at the
Jefferson Library. In addition,the Foundation's consultants have advised that connecting to the
public water system will allow for a connection to the Montalto water filtration system to
improve drinking water quality. This system would remove iron and manganese from the
groundwater well servicing the Center.
Sewer Service: The International Center for Jefferson Studies at Kenwood is served by a
conventional septic system that has reached its useful life and must be replaced. The
Foundation proposes to connect this property to the Low Pressure Sewer System proposed for
The House and the Visitor Center. This system,which would discharge to the Moore's Creek
Sewage Treatment Plant, provides a long-term solution for adequate sewage collection and
treatment in the most environmentally sensitive manner. Such a system would also be
appropriate to support the types of uses that are permitted at the Center, rather than a
conventional system.
8
Future Administrative Campus:
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Water Service: The future Administrative Campus is served by groundwater wells and is
not connected to the public water system at Monticello. The Foundation's consultants have
advised that connecting to the public water system will allow for a connection to the Montalto
water filtration system. This system would remove iron and manganese from the groundwater
well servicing the future Administrative Campus. Since the property is zoned Monticello Historic
District, and is shown on the approved Application Plan for Monticello for an Administrative
Office Building, it is appropriate that the property have a service area designation that is
adequate to support the future use of the property. Just as the Board of Supervisors approved
this parcel for an Administrative Office Building even though it is located outside of the
designated development area in recognition of the unique administrative and office needs of a
Foundation that owns and operates a historic house museum, the Board should similarly permit
such a use to connect to a water system that can adequately support it. The existing
groundwater wells will not support the future Administrative Campus, so connection to the
public water system is necessary and appropriate.
Sewer Service: The future Administrative Campus parcel is served by a conventional
septic system that has reached its useful life and must be replaced. The Foundation proposes to
connect this property to the Low Pressure Sewer System proposed for The House and the Visitor
Center. This system,which would discharge to the Moore's Creek Sewage Treatment Plant,
provides a long-term solution for adequate sewage collection and treatment in the most
environmentally sensitive manner. As with the sewer service, given that the property is zoned
Monticello Historic District, and is shown on the approved Application Plan for Monticello for an
Administrative Office Building, it is appropriate that the property have a sewer service
designation that is adequate to support the future use of the property. Just as the Board of
Supervisors approved this parcel for an Administrative Office Building even though it is located
outside of the designated development area in recognition of the unique administrative and
office needs of a Foundation that owns and operates a historic house museum,the Board
should similarly permit such a use to connect to a sewer collection and treatment system that
can adequately support it. The existing onsite septic tank and drain field system will not support
the future use that is approved for this property.
9
Robert H. Smith Center at Montalto:
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Water Service: As part of its comprehensive infrastructure analysis,the Foundation's
consultants recommend that the new water storage tank be positioned above the House, at
Montalto. The tank would have a 250,000 gallon storage capacity, and would serve the water
needs (both domestic water and fire suppression)for Montalto, the House, the Visitor Center,
the International Center for Jefferson Studies(Kenwood House,Jefferson Library) and the future
Administrative Campus. This location would provide the optimal flow based on gravity. Given
that Montalto is in the Monticello Historic District, and is thus approved for a variety of uses in
support of a historic house museum, it is appropriate that it be permitted to have appropriate
infrastructure to support those uses in a manner that is environmentally sensitive and
protective of public health and safety.
Sewer Service: Montalto is served by a conventional septic tank and drain field that
were updated when Montalto was renovated. Although this conventional system is working
adequately at this time,the Foundation requests a change to the jurisdictional service area to
permit the property to connect to the public system, for appropriate support for the uses that
are permitted at the property. The uses are strictly governed by the Monticello Historic District
regulations, and the Application Plan for Montalto that was approved when Montalto was
rezoned. The Application Plan strictly limits future development, but the permitted uses would
be more efficiently provided by connection to the public system.
10
Summary:
For all these reasons, amending the ACSA jurisdictional maps to permit the Foundation to
connect its properties to the public water and sewer system is logical and consistent with the
County's Comprehensive Plan and the purpose and intent of the Monticello Historic District.
• When the Board of Supervisors rezoned these properties to Monticello Historic District,
it recognized that although these properties are located in the Rural Areas for purposes
of the Comprehensive Plan,that the history and uses are unique and distinguishable
from other properties in Rural Areas,thus warranting the unique Monticello Historic
District zoning regulations.
• The Monticello Historic District zoning permits Monticello to operate as an historic
house museum and scholarly center, and these uses require an appropriately designed
and modern infrastructure system to protect the unique resources and the public health
and safety that are distinguishable from systems that would otherwise be sufficient for
typical Rural Area uses.
• Permitting the Foundation to invest its own funds in its water and sewer infrastructure
needs will enable the Foundation to avoid significant public health and safety concerns.
As such,this request is fully consistent with the Comprehensive Plan policy for water
and sewer.
• Because there are zoning Application Plans in place for Monticello,the Visitor Center,
the future Administrative Campus, and Montalto, the modification to the ACSA
jurisdictional area maps to permit these parcels to be served by public water and sewer
will not make it any easier to add additional structures beyond what are permitted by
the applicable Application Plans. Any changes to those plans would require the County's
consent and approval. This request will not encourage development beyond what the
Board of Supervisors have already supported for these Foundation properties.
• To accommodate its 440,000 average annual visitors and its general operations as a
historic house museum, achieve its vision for a restored mountaintop, and protect its
buildings, grounds, artifacts, and the safety of the general public,the Foundation must
invest in modern, appropriately designed infrastructure. The most environmentally,
historically, and archaeologically sensitive way is to invest in connections to the public
system.
• The public water and sewer system is designed to accommodate the scale and nature of
the uses carried out at the Foundation properties and support the significance of
Monticello to our community, the nation and the world.
11
• The proposal is fully consistent with the intent and purpose of the Monticello Historic
District zoning regulations, including the purpose of"permitting restoration,
preservation, conservation, education,programs, research, business and support
activities, including fundraising activities for the public and/or contributors, all of which
are related to the operation of a historic house museum and historic site at Monticello."
As stated in the purpose and intent of the Monticello Historic District zoning regulations,
Monticello is "a unique element of the historical and architectural legacy of Albemarle County,
the nation, and the world." To appropriately accommodate the needs of its visitors and its
operations, protect the priceless house museum, artifacts and grounds, and ensure the safety of
the public and its employees in the most environmentally and historically sensitive manner,the
Foundation requests the ability to connect to the public water and sewer system so it may
implement necessary infrastructure improvements at its own expense.
12
Exhibit A:
List of Parcels Subject to Request
Foundation Property Parcel Number(s) Zoning Service Requested
Sewer(already served by
Monticello Historic public water)
Monticello Main House 07800-00-00-02200
District
The Thomas Jefferson Visitor 07800-00-00-02200 Sewer(already served by
Monticello Historic
Center and Smith Education 07800-00-02300 public water)
District
Center 07800-00-00-024A0
International Center for Water and sewer
Jefferson Studies—Kenwood
and Jefferson Library 09200-00-00-00100* Rural Area, with Special
Use Permit
Future Administrative Campus 07800-00-00-02500 Monticello Historic Water and Sewer
District
Robert H. Smith Center at 07700-00-00-03100 Monticello Historic Water and Sewer
Montalto District
*Tax Map Parcel 09200-00-00-00100 is owned by the University of Virginia Foundation.The
Thomas Jefferson Foundation has a long-term leasehold interest in the property.
13
Exhibit B:
Summary of Thomas Jefferson Foundation Contributions to the
Charlottesville/Albemarle County Community
The Foundation activities, programs and projects enhance our community in a variety of ways.
First, of course, is that it acquired, preserved and restored Monticello and made it accessible to
the general public as a historic museum. Each year, an average of 440,000 visitors tour the
house and grounds and learn about all things Jefferson. Many of these visitors are from outside
our region and generate substantial tourism revenue for the benefit of the City and County
governments. Specifically,a 2001 study estimated that Monticello contributes approximately
$47.2 million to our community each year in the form of tourism revenue. In addition, prior to
the opening of the new Thomas Jefferson Visitor Center and Smith Education Center, a number
of prominent publications printed articles about the new center and features about the
Charlottesville community. A media analysis conducted for the Foundation concluded that the
media coverage reached a minimum of 75 million people and was equivalent to approximately
$583,000 of advertising for Monticello and the Charlottesville/Albemarle area.
At the same time, having Monticello as the "crown jewel" of our community and its inclusion as
a UNESCO World Heritage Site provides other incalculable yet tangible benefits to our
community. The Foundation conducts a variety of educational programming, attracting world-
renowned researchers to study Jefferson and take his ideas back to their countries, many of
which are emerging democracies trying to emulate the vision of our country at its founding.
Many foreign ambassadors visit Monticello every year.
The Foundation also acts proactively to protect, preserve and enhance its property and
surrounding lands for the benefit of our community and visitors. Examples of this leadership
include the following projects, all carried out with Foundation funds and at no cost to Albemarle
County:
• Establishment in 2002 of the Thomas Jefferson Parkway, a linear park along Route 53,
serving as a scenic entrance corridor to Monticello and as a recreational and educational
resource for local residents and visitors.The Parkway features Kemper Park, an 89-acre
expanse with an arboretum, pond, woodland theater, and overlook; Saunders-
Monticello Trail, a 2.2-mile pathway linking Kemper Park and the grounds of Monticello.
These privately owned and maintained parks are open to the public free of charge every
day, and have become some of the most popular parks in Central Virginia, drawing
130,000 in 2012.The Foundation covers all costs to maintain the park, and to provide
security and educational programming, at an annual cost of approximately$163,000.
• Protection of Jefferson's birthplace,the 232-acre Shadwell property, with a
conservation easement to the Virginia Department of Historic Resources in 2000.
• The construction of the Saunders Bridge, creating a safer and more aesthetically
pleasing gateway to Monticello and Montalto, consistent with Jefferson's original vision
for linking his Monticello and Montalto properties.
14
• Construction of the$43 million Thomas Jefferson Visitor Center and Smith Education
Center,the new 215L-century gateway to Monticello. Four innovative exhibitions, a
powerful introductory film and new museum for young people have transformed the
educational experience for visitors to Monticello.
• In 2008,the Foundation invested an additional $186,000 in the community to construct
an overflow parking lot and underground pedestrian trail to serve the growing
popularity of Kemper Park and the Saunders-Monticello Trail with hikers, bicyclists,
joggers and families.
• Protection of over 1,000 acres of Foundation property(Monticello and Tufton Farm) by
a permanent conservation easement to the Virginia Outdoors Foundation in 2004.
• Emergency acquisition and protection of the 329 acre Montalto property in 2004,when
it was under threat of private development.
• Protection of 150 acres of the Montalto property by a permanent conservation
easement to the Piedmont Environmental Council in 2008.
• Dedication in 2002 of the 15,000 square foot Jefferson Library at Kenwood. The
Foundation provides the public access to the Jefferson Library's extensive collection of
28,000 volumes, a special collection room, a central reading room, and meeting spaces.
Thus, over the last eighteen years,the Foundation has built over$70 million worth of publicly
accessible infrastructure and recreational and educational facilities in our community. These
facilities were built at no cost to the local government, but with significant financial benefit to
the local government and community in the form of tourism revenues. The Foundation's
stewardship now extends to approximately 2,500 of Jefferson's 5,000 acres, of which more than
1,400 acres are held under protective permanent conservation easement. The combination of
these activities and actions exemplify the Foundation's commitment to preservation of the land.
In addition, since 1923,the Foundation has instituted numerous research and educational
programs and major restoration and renovation projects, and Monticello has attracted more
than 27 million visitors to Albemarle County. A number of Monticello's programs are available
to the public for little to no cost, all funded by the Foundation's revenues and the generosity of
the Foundation's supporters, and which benefit our community and the visitors to Monticello,
including the following:
• Residents of Albemarle County receive significant discounts on admission to Monticello,
including a free pass when accompanied by a paying non-resident guest.
• The Foundation provides visiting school groups with significant discounts on admission,
and frequently waives admissions fees altogether for school groups with large
percentages of low-income students.
15
• The Foundation provides public access to the Jefferson Library and its extensive
collection of 28,000 volumes, a special collection room, a central reading room, and
meeting spaces.
• Monticello attracts internationally renowned speakers for a variety of free community
events throughout the year, including its signature event,the annual Monticello
Independence Day Celebration and Naturalization Ceremony for 100 new citizens held
every July 4th. This event is open to the public and regularly attracts between 1500 and
4000 visitors.
• The Foundation's multidisciplinary educational initiatives are conducted through the
Robert H.Smith International Center for Jefferson Studies. The center conducts
international programs for students and educators, and offers long-and short-term
residential fellowships for researchers and scholars.
• The Foundation maintains an extensive website that includes a vast array of educational
materials, including the Thomas Jefferson Encyclopedia, a Digital Library of quotes by
and about Jefferson,the Family Letters Digital Archives, an archive of Jefferson's letters
that have been transcribed and organized, and many other reports and research tools.
The Monticello website attracts more than 1.3 million unique visitors each year.
22974606_5.doc
16
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Existing Water Utilities _ �50 - ., i,i,,,,r.
_ - _ -. '-' i ..*Veal r' W, \ ' 4" t
4, -\ .s. lir library
DATE: 01/31/11 +'W ell
ENGINEERS SCALE: 1"=400' _ - Mantultn Lawer R'c11.., Cottage
SURVEYORS Q . ` Reference source of existing water utilities is from
SURVEYORS
PLANNERS
- as-built plans entitled'Monticello Visitor and
ASSOCIATES 400 ZOO 0 400 Feet I listory Center' Ayers Saint Gross Architects
�� f 3 and Planners,latest date 1/11/2007,Mansion
4.ill
PO ttw.{ta }WnMumrc pellrsini Jefferson Q� / Pump I louse Design drawings entitled"Water
I. epyq.VA 2i501 lLrkOexdir.VA229t1
Maw ut.2 to 1 xusatshn �S . System Improvements for Monticello"by
* t *n^ AERIAL IMAGERY02009 COMMONWEALTH OF VIRGINIA ��,0\ t Milton L.Grigg.AIA,and Wiley&Wilson,dated
MO!1 t1.
3� 1/3/1957 and various water line sketches
L'..- tp provided by the Jefferson Foundation.
re, .
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Y Y ENGINEERS 1"=400' �' �e illr ,1 �'_ -
SURVEYORS SCALE: #l+ " '
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Thomas Jefferson 's Monticello .• . _ ii 'ik +r"' "a
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Figure 4.1
Proposed Water Improvements "Y ! ' ' ? Montalto Pump Station 'Nit
R,� ' DATE: 01/31/11 '� 4 _ __
• Pharr 1 `
ENGINEERS .SCALE: 1"=600' a+ 4rw15.dWa Storage
14'� `
SURVEYORS u tdrrpraane water Starapr
Rcfirence source ofexisting eater utilities is Iron'
PLANNERS as-built plans entitled"Monticello Visitor and
ASSOCIATES 600 300 0 600 Feet ae' I listory Center'by Ayers Saint Gross Architects
PO Bat 41la •W Na&3409eNsIIIIMI
and Planners.latest date I/I1/2007,Mansion
.II.4.VA2.w2 u.�. Aik^vn Pump{louse Design drawings entitled"Water
,e.e..34,l•meD Mast 4149142Fa y System Improvements for Monticello"by
.......oc .0 AERIAL IMAGERY•2009 COMMONWEALTH OF VIRGINIA ��, Milton L.Grigg,AIA,and Wiley&Wilson.dated
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provided by the Jefferson Foundation.
_
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f ta�F Hu/M/nq and C..^- . T. Proposed + • '` t N. i /l ;
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t. , t 1'I '+!4 1 \ Cottage i '
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4 Thomas Jefferson 's Monticello
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g . Pt'" 41
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weft- . ._ �s +�'. M i c h ie- ,. , a ,,
g, 4',Tavern : . Proposed Low Pressure Sewer
;� - ;,
\ •
__ I DATE: 01/24/11
t_, C ._
. 1 _ ENGINEERS rr - r
- �--_—_ •
r
Z _ SCALE: 1 600
SURVEYORS
t �. -- r _ _ /1-411`
lilt6N 600 I��i
ASSOCIATES - -
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