A04_Statement_of_Work_30_AUG_2024_0001.pdf

Petersburg Appomattox Manor Paint Study

National Park Service Petersburg National Battlefield

Petersburg, VA

Statement of Work

PMIS Reference No. 306724

August 9, 2024

Petersburg Appomattox Manor Paint Study

1. Background:

Appomattox Manor was built in 1763 by the Eppes family, with major additions to the home added in 1840. In 1864, during the American Civil War, the site “City Point” served as headquarters of the Union Army, and General Grant erected a cabin on the property.

Dr. Richard Eppes, who worked as a civilian surgeon during the war, and his family, who had fled when Union forces arrived, returned to Appomattox Manor after the war, and in 1866, began repair and re-decoration of their home’s interior.

This paint study will be focused on areas of interest identified by the museum curator, Emmanuel Dabney and recommendations of future research from the 2008 Paint Study and Material Analysis authored by Judith Quinn.

Unlike an extensive paint study, this analysis will aim to provide a baseline understanding of the paint history to help direct further study of the house.

2. General Requirements

Become familiar with the Appomattox Manor site and the historic property, referenced NPS Guidelines, NPS-supplied materials, and general and project requirements listed in this document. Conduct site and research visits to gather and analyze materials necessary to include in the reports. Notify and coordinate all site visits with the Contracting Officer’s Representative (COR) and Park Contact a minimum of 48-hours in advance to facilitate access to the structures.

Provide all incidentals to the functioning of services, travel arrangements, work to be performed, and accuracy of graphic material necessary for the completion of the report.

Perform and facilitate all material testing, destructive- and non-destructive investigations necessary for a professional paint analysis of the building. Section 106 compliance assessment is required and will be completed by the park prior to the removal of historic materials. Contractor shall provide NPS with clear identification of historic paint finishes to be removed for analysis. Notify the COR and Park Contact at least two weeks in advance of required destructive investigation so that clearance and access can be coordinated.

Attend all scheduled progress meetings and furnish a written record of each meeting.

All field and research notes, architectural samples, photographs (including negatives and/or electronic files), sketches, drawings, narratives, computerized inventories and assessments, and investigation reports produced or extracted by the Contractor in connection with requirements of this contract shall become the property of the Government and shall be delivered to the COR as part of the contract.

Do not submit or issue any project information, data, drafts or any version of the proposed reports to any individual or to any federal, state or local authority without prior written approval of the Contracting Officer.

The Contractor must supply all required color books, lights, analytical materials, and color chips, as well as providing the necessary scaffolding, swing stages, electrical modifications, or removal of materials adjacent to the paint to complete the inspection.

3. Required Tasks and Deliverables

3.1 Sampling

The Conservator must perform all services and provide all materials and equipment necessary to complete the study and prepare the report. A summary of required services follows:

Provide paint sampling, analysis, and a written report of findings and repainting recommendations for each location. Do not sample elements which visual inspection indicates are not original.

Prepare paint chronology charts for all paint layers on the sampled surface. Match the earliest or most significant (if predetermined not to be the earliest finish layer) finish paint layer to the Munsell standard color notation system and provide a match for a commercially available paint; identify other colors by common color names.

Provide 3" x 5" color chips (1 set) for the earliest or most significant (if predetermined not to be the earliest finish layer) color scheme, as a matching guide for repainting.

Identify original finish systems for clear finished wood elements. Match original stain colors to the Munsell systems. Solvent test to identify the type of finish (shellac, varnish, lacquer).

3.2 Quantities/ Locations

Interior: 70 interior paint samples from the first floor of Appomattox Manor House should include: plaster walls, doorways, doors, window casings and sashes, and other historic trim.

Exterior: 30 paint samples shall be taken from the extant exterior wood elements including but not limited to the doors and doorway casings, window casings and sashes, weatherboards, porches (all elements), cornices, rakes, and trim.

In spaces designated for sampling, all original paint colors and clear finishes must be identified. Take samples from areas that have been subjected to the least possible exposure. Indicate sample locations on floor plans and/or evaluations of the space sampled. Take a sufficient number of samples to ensure that "like" elements in the same area of type of space in the building have the same number and sequence of layers.

Methodology

A. Sampling Technique: For each surface to be sampled, reveal each paint layer using a surgical scalpel or craft knife with a curved blade. Expose 1/4 - 1/2 square inch of each layer.

B. Use cross-section microscopy to examine paint samples.

C. Matching: Using a daylight equivalent 3200 or 3400 Kelvin light source, match the earliest or most significant paint layers and original stain colors to the Munsell System of Color Notation, according to Section 5.2 and 5.3 of ASTM DI535-68.

D. Clear Finishes: Solvent test to identify the type of finish (shellac, varnish, lacquer). Note the finish type in seriation charts and report narrative.

Reporting

A. Chromochronology Charts

1. Record all paint layers on standardized paint seriation charts, using common color names. Show common color names and color codes for significant layers. Should a color fall between two such codes, list both codes, separated by a dash (e.g., 5Y9/1-5Y9/2).

2. Record each layer of each different portion of the building paint finishes in corresponding layering sequence, so that the overall color scheme of each period of the building's history can be readily seen.

B. Narrative

1. Accompany the charts with a narrative that documents:

a. The actual methods used, including all tools and equipment.

b. Paint analysis findings, describing original color schemes for each location.

c. Any special comments on paint techniques or materials

d. Recommendations for repainting

C. Report Format

1. Introduction: State the purpose of the paint analysis, recognize the sample locations, and explain the "period of significance" for paint restoration. Provide:

a. Building name, number, and location

b. Areas subject to analysis

c. Examination dates and analysis names

d. Research methods

2. Paint Seriation Charts

a. Present paint seriation charts (color-finish history) graphically in columnar charts. Head each column with the name of the substrate, primer, first finish layer, second finish layer, and so on, with the present paint layer shown last, at the bottom of the column.

b. Align paint chronologies of different elements so that the paint scheme for any period can be read across a single horizontal line.

c. For materials originally left unpainted, name the substrate at the top of the column, as for other elements, and indicate "(unpainted)" in the line corresponding to the original finish layers. Provide a Munsell code for the color of the substrate.

3. Observation/Findings: Describe paint evidence in clear, physical terms, e.g., "earliest layer primer," "earliest finish layer," or “earliest layer for the period of interpretation,” rather than "first significant layer," or other terms ambiguous as to the position of the layer in the seriation.

4. Conclusion: Explain in general terms how the paint analysis findings relate to the overall design of the space. State clearly what is known and what is not known from the paint analysis. Do not abbreviate or restate the analysis findings.

5. Recommendations - Provide the following:

A. Recommended restoration colors: Provide a narrative and a list of recommended finishes, by location, including common color names for paints and stains, Munsell color codes, gloss levels, and clear finish types.

B. Recommended Colors and Finishes List: List elements vertically by location e.g., "East Elevation Cornice, fascia behind gutter, window frame behind shutter etc.

On horizontal axis, correlate each architectural element (listed in the left column) to the recommended paint/stain color name, finish (gloss level, texture, vehicle for clear coatings), and standard Munsell color code (listed in the right columns).

C. Decorative Finishes: Break original multicoat decorative finishes (e.g., glazed paints, graining out by component layers and describe the overall intent, or common name of the decorative treatment. Note the type of decorative treatment in the list. If the list does not provide adequate space, name the components or layers of the decorative system in a separate section. For example, "mahogany graining" may be broken down into a ground paint layer followed by one or more glazes; a gold leaf finish might include a yellow bole, gold leaf, and a lacquer;

and antiqued imitation gold leaf finish might include a "Dutch metal" leaf made of ground copper and zinc followed by several textured glazes. Key the ground or base of each decorative system to the Munsell system.

D. Narrative: Explain the paint recommendations within the larger restoration context. Unless unusual historic considerations dictate otherwise, paint restoration must return the building to its original appearance, i.e., as designed by the original architect. Justify the recommended color scheme. Emphasize that colors, both natural and applied, were part of the original architect's design.

E. Period of Significance: In rare cases, the "period of significance" for restoration may not be that of the earliest paint scheme. The Conservator must provide strong justification, based on scholarly restoration principles, for restoration paint schemes using colors other than the original colors identified by the paint analysis. Such exceptions are most likely to occur when the building has experienced significant alteration over time, and when the alterations have acquired significance in their own right. Check with the Regional Historic Preservation Officer prior to starting analysis to determine if such direction is already recognized.

F. Recommended colors for materials originally left unpainted: Match the substrate to the Munsell system. Describe the material's primary natural color names.

Recommend whether or not stripping to restore the natural finish is advisable. For example, stripping may not be advisable if the surface has been patched with dissimilar materials or the substrate is deteriorated or extremely porous.

G. Recommended colors for features lacking original paint: The recommendations for repainting must addressed gaps in the physical paint evidence. Provide recommended colors for all of the painted surfaces in the space. Draw analogies, if possible, between elements with known original paints colors (or clear finishes) and non-original or stripped elements for which physical paint evidence is unavailable.

H. When paint evidence is unavailable, or an element is not original, prescribe restoration colors/finishes using the following types of evidence, in order of priority:

I. Physical paint evidence from the same area of the building.

J. Physical paint evidence from another, similar area of the building.

K. Historical documentation on the building, such as the architects' original specifications or architect's intent.

L. Physical paint evidence from studies of other buildings of the same period, style, and type, preferable in the same region.

M. Scholarly research (primary or secondary, cite sources) on architectural paint styles and practices of the period. Appropriate primary sources include paint research on other buildings, period tastebooks, period paint manuals, manufacturer's paint palettes of the period, letters, diaries, paintings, etc.

N. Color chips: Provide one set of 3" x 5" Munsell and commercial (specify) paint color chips corresponding to each first or significant finish layer. If there are two periods of significance, provide color chips for both periods.

O. Graphic illustration of color scheme: Show the location of each color or paint technique on drawings, floor plans, diagrams, or photographs. If original or subsequent drawings of the building exist, the Government will provide them. For complex polychrome surfaces, illustrate the recommended paint scheme on a section (profile) sketch, with broken lines marking where breaks between colors occur.

4. Period of Performance: 180 days from Notice of Award

A. Scheduled narrative and graphic submissions to the NPS shall be at 90 percent, 100 percent and final levels of completion.

B. Refer to the Schedule of Submissions table for completion dates and required deliverables for each portion of the work (expressed chronologically in calendar days from Notice of award

C. Provided all contractual requirements are met, the Contractor may expedite the project earlier than indicated in the schedule; however, if the Contractor proposes significant changes, a revised final calendar shall be submitted to and agreed upon by the Contracting Officer.

D. Draft review meetings will be held following the NPS completion of submittal review. Meetings will be held at Grant's Headquarters at City Point, Petersburg National Battlefield, Hopewell, VA. The Contractor shall report on findings and recommendations and the Contracting Officer’s Technical Representative will discuss review comments.

4.1 Schedule

TASK DELIVERABLES BY Contractor DUE from A/E

MEETING #1 - to discuss directions and project goals

Project Schedule and meeting minutes

10 days

On-Site Collection of Paint Samples

56 days

90% Draft 90% draft paint report. 77 days NPS Review of 90% Draft

92 days

MEETING #2 - to discuss 90% Draft (This meeting will coincide with the 50% draft of the base project)

Meeting Minutes 102 days

100% Draft 100% completion of report including Bibliography and Glossary

160 days

Conference Call to Discuss 100% Draft

170 days

Final Complete Report In PDF Format 180 days

5. Place of Performance: Location:

Appomattox Manor, c. 1743 (Eppes House), exterior 1001 Pecan Avenue Hopewell, Virginia

6. Contractor Qualifications

A. Experience: Contractor shall have projects demonstrating five (5) years’ experience in successful completion of Historic Paint Analysis and Assessments on structures listed in the National Register of Historic Places (NRHP).

Experience must include:

1. At least five (5) projects entailing paint sampling with identification/locating of complete stratigraphies and optimizing sample quality.

2. At least five (5) projects entailing laboratory analysis and/or interpretation of samples of architectural paints from sites with paint characteristics of similar complexity to those of this requirement.

B. Key Personnel: Contractor conservator(s) shall have qualifications (education and/or professional experience necessary to:

1. Possess a thorough knowledge of paint sampling techniques sufficient to identify locations where complete stratigraphies are likely to exist, and where original paint colors are least likely to have degraded.

2. Have been trained in the laboratory analysis of architectural paint samples of similar complexity to this requirement, with skills sufficient to perform analysis of samples from NRHP sites.

Acceptable evidence for qualification may be any or both of the following:

• Master’s degree in History and/or Historic Preservation.

• Five (5) year’s related professional experience. --------------------------------

------------------------------------------------ 7. Restrictions:

A. Contractor to coordinate with Park contact to arrange access to interior of the

Manor.

B. No work shall be permitted outside of the hours 9 am and 4pm Monday thru

Friday.

C. No weekend work is permitted D. No work on Federal Holidays is permitted.

8. Standards and References:

A. Director’s Order #28 (DO-28), Cultural Resource Management Guideline

(Effective June 11, 1998) and supplements:

http://www.cr.nps.gov/history/online_books/nps28/28contents.htm.

B. The Secretary of the Interior’s Standards for the Treatment of Historic Properties.:

The Secretary of the Interior's Standards for the Treatment of Historic Properties - Technical Preservation Services (U.S. National Park Service) (nps.gov)

C. NPS’ Guideline for Preparation of Design and Construction Drawings Reference Manual 10A:

http://cadd.den.nps.gov/downloads/Support/RefMan10A.pdf.

D. All applicable codes for the Commonwealth of Virginia.

E. American National Standards Institute.

F. Americans with Disability Guidelines for Buildings and Facilities.

G. Dictionary of Architecture and Construction edited by Cyril M. Harris; or approved equal.

H. Latest edition of the Chicago Manual of Style.

9. Points of Contact:

http://www.cr.nps.gov/history/online_books/nps28/28contents.htm http://www.cr.nps.gov/history/online_books/nps28/28contents.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm https://www.nps.gov/orgs/1739/secretary-standards-treatment-historic-properties.htm http://cadd.den.nps.gov/downloads/Support/RefMan10A.pdf http://cadd.den.nps.gov/downloads/Support/RefMan10A.pdf

Contracting Officer Representative: Stephen Pisani

Stephen_pisani@nps.gov 202-536-6563

Park Point of Contact: Emmanuel Dabney emmanuel_dabney@nps.gov 804-732-3531 ext. 305

6. Contractor Qualifications