RECONNECTING HERITAGE: PEDESTRIAN AND BICYCLE...

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RECONNECTING HERITAGE: PEDESTRIAN AND BICYCLE CONNECTIVITY TO MONTICELLO PRE-ASSESSMENT REPORT Saunders Bridge from Monticello (Aaron Eichorst) Peter Krebs University of Virginia School of Architecture PLAN 5993: Applied Independent Study [email protected] December, 2016

Transcript of RECONNECTING HERITAGE: PEDESTRIAN AND BICYCLE...

RECONNECTINGHERITAGE:PEDESTRIANANDBICYCLECONNECTIVITYTOMONTICELLOPRE-ASSESSMENTREPORT

SaundersBridgefromMonticello(AaronEichorst)

PeterKrebsUniversityofVirginiaSchoolofArchitecturePLAN5993:[email protected],2016

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CONTENTS

EXECUTIVESUMMARY 3

I.INTRODUCTION 6

II.HISTORICALBACKGROUND 11

III.CURRENTCONDITIONS 14

IV.INSTITUTIONALSTAKEHOLDERS 25

V.ISSUES/OPPORTUNITIES 28

VI.RECOMMENDEDPLANNINGAPPROACH 32

SOURCES 36

APPENDICIES

APPENDIXA:PRACTICUMPROJECTPROPOSAL 39

APPENDIXB:STAKEHOLDERCONTACTS 42

APPENDIXC:STAKEHOLDERINTERVIEWLOG 44

APPENDIXD:PLANNINGPROFESSIONCONTEXT,LOGICMODELANDTHEORYOFCHANGE 45

APPENDIXE:ESSAY—OVERCOMINGTHEOBDURACYOFTHESTATUSQUO 49ACKNOWLEDGEMENTSThis reportdescribesa collaborativeprocessand is itself theworkofmanyminds.All of thestakeholderslistedinthedocumentgenerouslysharedtheirtimeandexpertise.Severalofthemprovidedmultipleroundsofadviceandfeedback.Ialsowouldliketothanktheentirefacultyofthe UVa Urban and Environmental Planning department—several of whom mentored theproject—andespeciallymyadvisorAndrewMondschein.

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EXECUTIVESUMMARYMonticello is an important source of Charlottesville’s history, cultural identity and economic

vitality. In combinationwith theAcademicalVillage at theUniversityofVirginia it is anearly

unmatchedresourceandveryunusualforatownofthissize.Monticelloisclosetothecity(its

landsarelessthanamilefromtheborder)anditisvisiblefrommanylocations,yetitisdifficult

andpotentiallydangeroustogettherewithoutacar.Thisdiscontinuityposesproblemsofequity

andunrealizedopportunityforMonticello,thecityandtheregion.

Monticellowas once easily accessible. Thereweremultiple routes into townwith significant

travelandexchangeinbothdirections.WhenInterstate64wasbuilt(inthe1960’sand70’s)all

ofthoserouteswereseveredexceptforone(VA-20)andthatwaswidenedforhighwayspeeds

withoutaccommodationforbicyclesorpedestrians,effectivelycuttingMonticelloofffromthose

whodonothave—orchoosetouse—acar.1Thereisnotransitconnection,whichlimitsresidents

andvisitorsalike.

The Thomas Jefferson Foundation, which owns and operates Monticello and much of the

surroundinglands,bridgedhalfthedistancein1998byopeningSaundersMonticelloTrail.This

windingtwo-milepathway is fullyADAaccessible(whileclimbingamountain!)and itsbeauty

attractstremendouslydiversevisitorship.Combinedwiththe600adjoiningacresofparkland,it

isawildlysuccessfullandscapeandadestinationinitsownrightyetitisdifficulttogettherewith

avehicleandnearlyimpossiblewithoutone.

The remaining gap, subject of this study, is small but complicated. The highway itself is a

formidable physical and psychological barrier.2 The zone is split between two jurisdictions

(CharlottesvilleandAlbemarleCounty)withathird(VirginiaDepartmentofTransportation) in

1ThatsegmentispartofNationalBikeRoute76,notwithstandingitsunsuitability.2Itheorizeanexusbetweenthesethreeforces—physical,psychologicalandprocedural—thatcausesthemtomutuallyself-reinforcetomakesimpleproblemsmorechallenging.SeeAppendixE.

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between.Therearemultipleinstitutionallandownersaswell,mostofwhomwouldliketosolve

theproblembutnoneabletotackleitalone.Acollaborativeprocesswillberequired.

BoththeCityandCounty’sComprehensivePlansmentionMonticelloconnectivityorshowiton

theirmapsbuttheyarenotcoordinated.Additionally,Morvenhasbegunastudyforatrailfrom

its vast andhistorically significant lands southof town, through JamesMonroe’sHighland to

Monticello.3TheregionalThomasJeffersonPlanningDistrictCommission(TJPDC)hasbeguna

decennialrevisionofits2004JeffersonAreaBikeandPedestrianPlanandthissegmentwillbea

crucial part of it. As part of that process, the TJPDC is sponsoring a spring study byMasters

students(includingmyself)fromUniversityofVirginia’sdepartmentofUrbanandEnvironmental

Planning.Wewillprovideresearchsupport.

This document provides background for theMonticello Connectivity portion of thatwork by

identifyingkeystakeholdersandissues,andexaminingtheoverlappingspatial factorssuchas

jurisdiction, land tenure and legacy infrastructure that make this problem complicated. It

evaluatesthecurrentplanningenvironmenttodeterminewhetheracollaborativeapproachis

likelytosucceed.

Herearesomekeyfindings,severalofwhichwillbeinvestigationtopicsforthepracticumgroup:4

• The key stakeholders are motivated and ready to work together but they need

coordination.Theyhavegoodbutmostlyinformalworkingrelationships.

• Multi-jurisdictionalplanintegrationisnotthelocalnorm,butthatmightbechanging.

• TheTJPDCdecennialprocesswillprovidecoordinationandyieldrecommendationsbutit

isnotadvocacy.Stakeholderswillneedimplementationstrategiesandfunding.

• Tobesuccessful,thisprojectneedstopayattentiontotheregionalcontextandlookat

opportunitiesnear(butoutsideof)thestudyarea,suchasPiedmontVirginiaCommunity

3TheUniversityofVirginiaFoundationownsMorvenasitdoestheBlueRidgeSanitariumsite,whichoccupiesmuchofthelandbetweenCharlottesvilleandtheSaundersTrail.

4Fullissue/opportunitylistonpage28;SuccessfulPracticumproposalinAnnexA.

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College and the County’s Southern Neighborhood area. It is not only about trips to

MonticellofromCharlottesville.

• ThenotionthatthetrailcouldextendallthewaytoMorven,andconnectHighland, is

extraordinarilycompellingandappearswithinreach.

• TheissueofconnectivityandaccessibilitytoMonticello(andtheothersites)isnotonlya

physical question. It has an important socio-historical component, which the Thomas

JeffersonFoundationisactivelyengaging.Thistrailwouldthereforenotatypicalpieceof

infrastructure:itwouldbeaphysicalexpressionofhistoricalandculturaldiscovery.That

history is being energetically debated, contested and expanded. The trailwill have to

acknowledgeandreflectthat.

• Thelandscapeinquestionisquitebeautiful,withmanyopportunitiesforrecreationand

education.

• The entire pathway from Morven to the UVa Rotunda (and beyond) via Highland,

Monticello,theSaundersTrail,Belmont,theDowntownMall,theJeffersonSchooland

West Main carries nearly infinite possibilities for interpretation, programming and

storytelling.

• Planninghistoryandtheoryrecommendscircumspection:eventhoughthisprojectseems

very beneficial, there could be hidden downsides, such as residential or business

displacement.Thereisnospecificevidencethatthisislikely,butitisseriousenoughto

meritinvestigation.

Thiswillnotbeatypicalamenityorrecreationaltrail.Itisaconnectionbetweentwohalvesofa

UNESCOWorldHeritagesite;aregionandthefulltellingofitshistory;acommunityandavast

zone of ecological and cultural discovery. There are challenges but very high and very likely

rewards.It isanexcitingprojectandanopportunitytomodelabettercollaborativeapproach

betweenneighboringlocalities,governmentsandfoundationstounlockasharedopportunity.

Thesituationisripeforacollaborativemasterplanningprocesstoproceed.

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I.INTRODUCTION

TheSaundersMonticelloTrail,apopulardestinationinitself,bridgesmorethanhalfthedistancebetween

CharlottesvilleandMonticello.Theremaininggapissmallbutcomplicatedandthesubjectofthisstudy.

Charlottesville hosts a World Heritage Site spread over two locations: Thomas Jefferson’s

AcademicalVillageattheUniversityofVirginiaandhishomeatMonticello.Bothinstitutionsoffer

opportunities to the living that exceed even their historic stature but they are not similarly

accessible.TheUniversityislocatedintownandwellconnectedtotheCity’sstreetsanddaily

life.Monticelloisjustamilefromthecitybutnearlyimpossibletoreachwithoutacar.

The Thomas Jefferson Foundation, the non-profit organization that operatesMonticello, has

alreadyreachedabouthalfwaytoCharlottesvillewithitswildlysuccessfulSaunders-Monticello

Trail.Thattrail,andthe600acre5parkthatsurroundsit,significantlyexpandstherealizationof

5Source:GISanalysis

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Mr.Jefferson’shumanistlegacybyofferingopportunitiesforoutdoorfitness,learningandaccess

tonature.Itiswidelycelebratedandlocallypopular,with140,000annualvisitors.6Yet,although

itisonlyabouthalfamilefromCharlottesville,itisnearlyinaccessiblebyfootorbicycle.

Thisisproblematicinthreeinter-relatedways:

CulturalFragmentation

It is undeniable that the regionwouldbequite different (andprobably less prosperous) had

Jeffersonnotchosentosettlehere.Thatlegacyenduredlongafterhisdeaththroughthosewho

visitedMonticello, through thosewho livedand labored thereand through theworkof their

descendants.Themountaintopremainsakeysocio-culturalandeconomicdriverfortheregion

buttheinterveningInterstateseparatesthatresourcefromitscore.Restoringthelinkbetween

the city and its raison d’etre would facilitate exchange and help both entities—and their

surroundings—toflourish.

SocialJustice

Given Jefferson’s importance to the local cultural life, the visibility ofMonticello frommany

locationsintownandthemanydiversecontributionsithastooffer,itisunjustthatitbeoutof

reach tosomany.The fact that it is closemakes itworse.Forexample, thechildrenatClark

Elementary School can see the mansion from their classroom windows, would benefit

enormously from a healthy walk7 through a beautiful setting (to say nothing of the World

HeritageSiteatitsend).Dotheynotdeservethat?Monticelloderivesitsvalueasaheritagesite

explicitlyfromitsconnectiontothelocalcommunityaswellastothenation.Makingitavailable

to the most inclusive possible audience would be an important part of a larger ongoing

conversationaboutourregion’s—andcountry’s—complexsharedhistory.

6Source:ThomasJeffersonFoundation7Theschoolisabout2.5milesfromtheMonticelloVisitorCenter.

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OpportunityCost

Stakeholders have identified dozens of straight-forward opportunities that would arise from

restoring theconnection (e.g.greateraccess to theSaundersTrail,unitingUVaGroundswith

Morven, connecting thecounty’sSouthernNeighborhoodarea)and tremendoussecond-and-

thirdorderbenefits(e.g.greaterequity,regionalconnectivity,businessattraction,community

health and physical expression of cultural heritage). Continued failure to complete this

connectionrepresentslostopportunity.

Although the gap is small, it exists because the space is physically and jurisdictionally

complicated.Yetthere istremendousenthusiasmtoget itright.Thisdocumentexaminesthe

situation,identifieskeystakeholdersandassessesthepossibilityofresolution.

ProjectBackground

My research began in 2010 with a community engagement project on Monticello Road in

Charlottesville.Thismulti-yearexploration,whichincludedexhibitions,communityeventsand

hundredsofconversations,celebratedafascinatingneighborhoodbutitalsorevealedtwomajor

spatial problematics: the Belmont Bridge (which is a separate project) and Charlottesville’s

severedconnectiontoMonticello.

Inthespringof2016,aspartofmyMaster’sprograminUrbanandEnvironmentalPlanning,I

begananindependentstudyonrestoringbicycleandpedestrianconnectivitytoMonticello.The

processwas tohave twoparts: apre-assessmentandaplanning report. Thepre-assessment

would take one semester to examine the socio-spatial environment to see if a collaborative

planningprocesswouldbefeasible.Becauseofthemultijurisdictionalnatureoftheproblemit

wasclearfromthestartthatasuccessfulprocesswouldrequirecollaboration.Thisisthatpre-

assessmentreport.

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AssessmentProcess

Theassessment,precedingaplanning report tobecompletedSpring2017,has the following

objectives:

1. Identifykeystakeholders

2. Understandcomplexandoverlappingspatialities

3. Catalogissuesandopportunities

4. Assesswhethertheproblemisripeforresolution

BeginningintheSummerof2016,Iconductedadocumentreviewandmetwithrepresentatives

fromkeyinstitutionalstakeholders,governmentsandnon-profits.Iwantedtounderstandtheir

points of view and to catalog their thoughts and to identify other groups that could make

meaningful contributions. The discussions happened primarily at the staff level (usually

designated by executives). They were informal and on background only, in order to allow

maximumhonesty.Iwasactuallysurprisedatthesimilarityoftheirperspectives.Itwasasifthey

hadalreadydiscussedtheissueamongthemselvestothepointthateveryonewasmostlyonthe

samepage.8

Ofcoursethereareconcernsandonereasonwhytheproblemhasseemedintractableisbecause

everyobstaclehasbeenseenasreasonnottoproceed.Thatisunderstandableinanenvironment

whereno single actor controls the spaceand thereforenooneentity can solve theproblem

alone.Thatmakesobstaclesseemmoredauntingthantheywouldbeunderanyoftheplayers’

uniquejurisdiction.

For now, I have recorded all concerns I have heard and they are summarized in Section V.

Feedbackfellintotwocategories.Strategicissues,suchasthejurisdictionaloverlap,effecthow

theproblemmustbeaddressedataprocesslevelandthoseallcontributetothenarrativeofthis

report.Othertacticalquestions,suchasaneedforparkingorfunding,willbecontingentupon

8IdidnotfindanydocumentsthatcomprehensivelyorspecificallyaddresstheissueofMonticelloaccessibilityasthisonedoes,butmanyplansacknowledgeotherentities’effortsinthatdirection.TherehavealsobeenresearchprojectssimilartothisoneaboutrelatedquestionssuchasredevelopingtheBlueRidgeHospitalsite.

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whichsolutionsthecommunityultimatelyendorses.Itistooearlytodoanythingbutnotethose

buttheytoowillinformfutureefforts.

Ididnotmeetformallywithindividualmembersofthegeneralpublic,althoughIknowfrommy

earlierworkandcasualinteractionsthatthereisgreatinterest.Therewillneedtobeplentyof

engagementwith thepublicaroundtheplanning,design, interpretation, implementationand

upkeepphasesofthisprojectbutapre-assessmentdoesnotrequireitandforthisdocumentto

beuseful,itmustbebrief.Furthermore,thescopeoftheassessmentisnotlargeenoughtobe

properlyfairorsystematicinevaluatingpublicopinion.Still,almosteverystakeholderisalready

indirectlyrepresentedeitherthroughelectedofficials,colleaguesorstaffworkingontheirbehalf.

Thisprojectsitsatthejunctureofadvocacyandplanninginpublicinterest(seeattachedessay).

Ithasapointofviewthattheprojectshouldgoforwardifitcandosowithoutcausingharm.It

willbeamajortaskfortheMasterPlantodeviseaprocessthatbalancesefficacy,procedural

fairnessandsocialjustice.Thatiswhatafully-realizedplanningprocessisallabout.

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II.HISTORICALBACKGROUND

Formostof itshistory, itwaseasytogettoMonticello.Thereweremultiplepossibleroutes:

throughWoolenMills,Carlton,present-dayMonticelloRoadandpresent-dayRoute20.There

was busy commerce along all of these routes and there is enduring evidence—and local

memories—ofthat.Theadventoftheautomobiledidnotitselfcauseadisruption.Duringmy

earlierworkstudyingMonticelloRoad (which inspired thisproject), Imet long-timeresidents

whousedtotravelthatrouteandIheardamusingstoriesofjoyridesalongthesteepandwinding

roadintotown.

Construction of Interstate 64 in the 1960’s sliced between Charlottesville and Monticello,

obliterating those old routes.9 TheWoolenMills/Carlton approaches exist in only on maps;

MonticelloRoadisintwodisconnectedsegments(oneofwhichiscompletelydisused)andthe

MonticelloAvenueapproachwaswidenedtoafourlanedividedhighwaywithoutsidewalks.

Therewas a flurry of institutional building at that same time,with the opening of Piedmont

VirginiaCommunityCollege(PVCC)in1973,theoriginalregionalvisitorcenter(nowPVCCStultz

Center)andtheserialrepurposingoftheBlueRidgeHospital(ultimatelymothballedinthe90’s).

Sincethen,therehasbeensteadygrowthsouthonRoute20(includingseveralsubdivisionsand

ahighschool),butpedestrianaccesshasnotgotteneasier.

Althoughtheycanbestbedescribedasother-than-suitable,Routes20and53weredesignated

partofthenationalBicycleRoute76in1982.

SaundersMonticelloTrail

In 1998, the Thomas Jefferson Foundation took a significant step toward Charlottesville by

openingtheSaunders-MonticelloTrail.ItbeginsataparkinglotonRoute20andwindstwomiles

upthemountainalongwheelchair-accessiblecrushedstoneandboardwalkpathstothevisitor

center at Monticello. The $6.5 million trail was financed through an approximately 50/50

9TheCharlottesvillesegmentopenedin1970.

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combinationofFederalHighwayfunds(connectedtothedevelopmentoftheThomasJefferson

Parkway/Route53)andanarrayofprivatedonations.

In the past decade, this park environment has been enlargedwith two additional tracts and

expandedtoincludefarmandmountaintrailsforawiderangeoffitnesslevels.Althoughthetrail

doesprovideaccesstoMonticello,itisaverypopularrecreationaldestinationinitsownright,

with140,000visitorsannually.Bicyclesarepermittedbutmustobservea10mphspeedlimit.

SouthwestportionofSaunders-MonticelloTrailandrusticwoods-and-fieldstrails.

(ThomasJeffersonFoundation)

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III.CURRENTCONDITIONS

Route20neartheSaundersMonticelloTrailentrance.

AlthoughtheSaunderstrailisjusthalfamilefromtheCharlottesvilleborder,Route20istheonly

existingconnectionanditisextremelydangerousforpedestriansandcyclists.Onelocalofficial

describedRoute20as“inherentlydangerous.”(Provence2016).Hewasspeakingofdangerto

driversbutthesituationismanytimesworseforthosenotincarsforthecrucialthousandmeters

between the city and the trail head. It is a high-stress anddangerousplace to ride a bicycle

(notwithstanding the Route 76 designation).10 There are no pedestrian facilities and it is a

harrowingplacetowalk.11

10SeeTJPDC’sRoute76CorridorStudy(2015,71-79)foradetaileddescriptionofdeficiencies,whichincludehighvehiclespeedandvolume,shoulderconditionsandturningvehiclevisibility.Theygivethecorridora“D”(unsuitableforcycling)rating.

11ApedestrianwaskilledthereasIwaswritingthisreport,onNovember18,2016.(Source:NBC29)

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Evenifonedoesdrive,itisnoteasytogettotheSaundersTrail.Onecaneitherparkinasmall

(12 space) lot on the Thomas Jefferson Parkway or a larger (50 space) lot on Route 20.

Unfortunately, the larger parking area is only accessible to north-/in-bound traffic and it is

difficult/illegaltomakeaU-turnforotherstogetthere.Nevertheless,eventhislarge,difficult

parkinglotisoftenfull,requiringvisitorstopark(alsodangerously)ontheshoulderofRoute20.

A large additional parking lot exists across 20 at the Stultz Center, which could be ideal for

overflowbutitcannotbemadeavailableundercurrentconditionsbecauseitsentrancehasguard

railshardagainstthetravellanesonbothsidesofabridgeoveramoat-likestream.Furthermore,

althoughitsentrance(CollegeDrive)issignalized,thereisnopedestriancrossing.

Itmightseemobviousthattherebesidewalksand/orbicyclefacilitiesalongRoute20butitwould

bedifficult,owingtoahighwaycloverleafforInterstate64thatisusedatextremelyhighvelocity

andsteepbanksonbothsidesoftheroadway.Fornow,Monticello,theSaunderstrail,Piedmont

VirginiaCommunityCollegeandAlbemarleCounty’sSouthernNeighborhoodarea—allofwhich

areadjacenttoCharlottesville—areeffectivelyseveredtocyclistsandpedestrians.

ItisalsoimportanttonotethattheSouthernNeighborhoodareaandthezonearoundMonticello

arealsoatravelsourcesaswellasdestinations.ThisisnotonlyanissueforCharlottesville;County

residentsarealsocutofffromresourcesintheCity.

OverlappingJurisdictions

Asidefromthedifficultiesrelatedtoterrainandperhapsover-builtinfrastructure,thesituation

iscomplicatedbythesimplefactthatthezoneissplitbetweentwojurisdictions(Charlottesville

and Albemarle County) with a third-party (VDOT) right-of-way in between. So neither

governmentownsthewholeproblem,noriscapableofsolvingitalone.

DiscontinuouspathwaysattheCharlottesville/Albemarleborderarenotuncommon. Itseems

extreme in this case, however, because the change in road typology near the county line is

dramaticandthedisconnectedresourceshaveaveryhighprofile.

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PlanningEnvironment

BoththeCityandtheCountyclearlyrecognizetheimportanceofregionalconnectivity,bothsets

ofcomprehensiveplanscallforgreenways/trailsinthisspecificzoneandbothacknowledgeone

another’spriorities.Althoughtheplansarenotformallyintegratedthereisaregionalplanning

processgettingunderway,whichhasthepotentialtoclosethegap.Otheractorsarealsoworking

onconnectivityaswell.

The Albemarle Comprehensive Plan

calls for a greenway along Route 20

and a trail along the south border of

the Interstate,with crossings atAvon

andtheRivannaRiver.(Comprehensive

Plan, a-11-31; Plan S+W, 29) The

County is committed to the Avon

corridor and is currently building

pedestrianfacilitiesfurtherout.12

The Charlottesville Bicycle and

Pedestrian Master Plan (p 34)

recommendsbikewaysalongRoute20

andAvonandatrailthattunnelsunder

the Interstate and reconnects

Monticello Road with its disused

portion. The City owns some land on

the south side of the Interstate

(including a tract that was orphaned

when the Interstate was built). They

are also working to obtain the

12Itisstartingwhereitisbecauseofanelementaryschool(Cale).

Portionsofmapsinthe[above]County’s2015ComprehensivePlan(appendix11.31)and[below]City’s2015Bicycleand

PedestrianMasterPlanUpdate(p.33),whichacknowledgeoneanother.

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adjoiningparcelfromtheThomasJeffersonFoundationandtofinalizetheneededeasements

andpermissionsbothinthecityandcounty.Thisplanwouldalsorequireapedestrianbridge

overRoute53nearMichieTavern.ThecountyacknowledgesthistrailonitsMasterPlanmaps

butnotinitstext.

RegionalIntegration

TheThomasJeffersonPlanningDistrictCommission(TJPDC),whichalsostaffstheCharlottesville-

AlbemarleMetropolitanPlanningOrganization,publisheda verydetailedanalysisof theBike

Route76corridor(2015)anditincludestheentireroadportionofthisstudyarea,includingthe

Morvenextension.Theyarealsoupdatingtheir2004JeffersonAreaBikeandPedestrianPlan.

Theprocesswillserveasapracticalguideforlocal,regionalandstatedecision-makers.

Theconnectionexploredinthisassessmentisacruciallinkintheregionalnetworkandacase

study in interjurisdictional problem-solving. Therefore, the TJPDC has agreed to sponsor an

enlarged version of the second part ofmy project in conjunctionwith theirmaster planning

process.

As part of the UVa School of Architecture Urban and Environmental Planning department’s

terminal Practicum course, fiveMasters Degree candidateswill delve deeper into the issues

raisedinthisdocumentandplacethemwithintheregionalplanningcontext.Iwillleadthisteam

andwillbejoinedbyMauraHarris,CarolineHerre,JoelLehmanandJulieMurphy.Iwillreferto

thatefforthenceforthas“thePracticum.”13

It is also significant that the City and the County have signed a series ofMemoranda of

Understandingresolvingthatthetwoentitieswillworktogetheronissuessuchasinfrastructure,

theenvironmentandrecreation.IhavespokenwithmembersofbothPlanningCommissionsand

bothwillbecloselyinvolvedinthestudyasitmovesforward.Theiroccasionaljointmeetingswill

beagoodopportunitytospeakwithbothsimultaneouslyinaninterjurisdictionalforum.

13FulltextofthesuccessfulproposalisincludedinAnnexA.

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Regionalcontext,institutionallandownersandextentofthePresidentialPrecinct.

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OutwardExtension:Morven

University of Virginia’s center at Morven has received a planning grant from the Dominion

Foundation to study the feasibility of a trail connection between Morven, James Monroe’s

HighlandandMonticello.

Connectivitieswithinandrelatedtothestudyarea.

UVafacultyandstudentswillstudytheconceptfrommultipleperspectivesincludinglandscape

design,law,ecologyandculturalheritage.ThisprojectmesheswellwiththePracticumproject

and the groups will work in close collaboration and share some students and advisors. The

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combined trailwill extendmore than eightmiles and connect Charlottesvillewith the vast14

PresidentialPrecinct—andbeyond.

LandOwnership

Mostofthelandsurroundingthepotentialtrailroutesbelongstoinstitutionsthatendorsethe

trail idea. These include theThomas JeffersonandUniversityofVirginia Foundations,Cityof

Charlottesville,AlbemarleCountyandHighland.Thereare someprivate residencesalongOld

MonticelloRoad(nowcalledMichieTavernLane)andMichieTavernitselfisprivateaswell.They

haveconcernsbuttherearealsoopportunities(especiallyforhospitality),locatedastheyarein

theheartofthestudyarea.Somepotentialroutesdonottouchprivatelandatall.

Ofparticularinterest,theBlueRidgeHospitalsitsrightinthecenterofthestudyareaandseveral

possible connections pass along its periphery (or potentially through it). The 142-acre site

belongstotheUVaRealEstateFoundationandmanypeoplehavehadideasabouthowtouseit,

includingamajorresearchproject in2002directedbyDanielBluestone,whowasthenaUVa

professor. The site is currently disused, with several historic buildings that are closed and

carefullypreserved.

VirginiaDepartmentofTransportation(VDOT)controlstheright-of-wayaroundtheInterstate.

Theyareawareof—andacceptingof—thetunnelconcept.

NotethattherehavealsobeensuggestionsaboutaccessingMonticellofromtheeast—either

fromWoolenMillsorShadwell—butMonticellodoesnothaveinfrastructuretoreceivevisitors

toitseasternflankatthistime.Althoughthepracticumwillincludetheconcept,itisunlikelyto

bepartofanear-termsolution.However,thatapproachdoespossessthevirtueofavoidingthe

Interstate completely and could be important for regional connectivity so it should not be

omittedeither.

14Approximately6,000acres(perGISanalysis).

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TherearealsoafewprivatepropertiesbetweenMonticelloandMorven.Dependingontheroute

selectionfromMonticellotoMorven,easementswillbeneededforthatextension.Thatwillbe

atopicoftheCulturalLandscapescourseandarelatedclassattheUVaLawSchool.

NaturalEnvironment

ThebeautyoneexperiencesalongtheSaundersTrailcontinuesundiminishedallthewaytothe

edgeofCharlottesvilleandwereitnotfortheInterstate,itwouldbewidelycelebrated.There

arecliffs,streams,hills,woodsandabundantwildlife.Althoughtheareaisrelativelycompact,

therearesomefascinatingecosystems—particularlyinthenearlyinaccessibletractbehindthe

Interstate, which includes an arc-shaped pond that is an oxbow ofMoore’s Creek that was

orphanedwhen thehighwaywasconstructed, resulting inan interestingman-madebutnow

well-establishedhabitat.Someofthelandissteeporinafloodplain,whichbringschallengebut

alsotheopportunityfornaturalinterpretationandescape,extremelyclosetothecity.

AportionofMonticelloRoadremainscutoffonthesouthsideoftheInterstate.

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CulturalLandscape

Thestudyareaisevenricherinsocialhistoryandthepotentialforhistoricalinterpretationisso

clearandsovastthatIdidnotexploreitindepthforthisassessment.Innumerablestoriesand

liveshaveunfoldedinthisspaceandthereisapowerfulsenseamongthestakeholdersthatthis

aboutmorethanaphysicallink.

Monticello is serious about exploring connections between the heritage site and the local

community,particularlywithrespecttothedescendantsofenslavedworkers.Theyhavehired

two community engagement officers, one ofwhom is a recent graduate of the Architecture

School.Theywillbecrucialresourcesfortheprojectteam.

Thestoryof theconnectionbetweenMonticello,HighlandandMorven is fascinatingaswell,

offeringalternativewaystoviewtheAmericanstory, fullcalendarsofcommunityeventsand

programs that look toward a sustainable future. The discoveries from the Morven trail

explorationswillenrichthisprojectandtheprospectoflinkingMorventotheUniversityGrounds

iscompelling.

Thisentirenarrativeextends throughCharlottesville’sDowntown, to the JeffersonSchool for

AfricanAmericanHeritage,UVa’sRotunda,andwellbeyond. Itwill intertwinewiththefuture

Three-Notch’dTrailtravellingpastIvy,RockfishGap(wheretheUniversity’ssitewasselected15)

andonintotheShenandoahValley.Theopportunityforexpressionofheritagethroughthistrail

anditsextensionsissimplybreath-taking.

VulnerableCommunities

There ismuch, though alsomuch-debated, literature positing that Creative Class16 amenities

(suchasbiketrails)canhaveanegativeeffectoncommercialandresidentialrentaffordability.

Most of the likely routes for the trail would terminate in either Belmont or Carlton—two

15Blackwell’sTavern.16OnequalitythatpeoplelikebestabouttheSaundersTrailisthatitisoneoftheleastsegregatedpublicspacesintheregion.Todismissthisprojectaselitistorfortheprivilegedwouldbeamisreading.

24

historicallyaffordableneighborhoodsthateitherarecurrentlyexperiencingorcouldsoonsee

pricepressurewithorwithout this enhancement.Onehas towonder if a trail toMonticello

landingintheneighborhoodcouldindirectlycausedisplacement.Stakeholderreactionstothis

questionweremixed,thoughat leastonetoldmethateventheperception(trueornot) isa

concernthatneedstobetakenveryseriously.ThePracticumwillneedtoexplorethisissue.

25

IV.KEYINSTITUTIONALSTAKEHOLDERS

This is apartial listof stakeholders I have identifiedand/orengaged. Seeappendices for key

contactsandaninterviewlog.Stakeholdersidentifiedwithanasterixwerenotinterviewedbut

shouldbeinvolvedwiththeprocessgoingforward.

ThomasJeffersonFoundation(Monticello)

Monticelloistheindispensablepartyinthiseffort.Theymaintainandoperatethehistoricestate

andownmuchoftheinterveningandsurroundingland,includingtheSaundersMonticelloTrail.

Theyhavecapacitiesrelatedtoplanning,education,outreach,publicprogramsandphilanthropy,

allofwhichshouldbeinvolvedinthediscussion.

Government

CityofCharlottesville

City Council and Planning Commission both have jurisdiction. Staff: Parks & Recreation;

Neighborhood Development Services (including Transportation, Planning and Housing);

Bicycle/PedestrianAdvisoryCommittee*,EconomicDevelopment*

AlbemarleCounty

Board of Supervisors and Planning Commission have jurisdiction. Staff: Parks & Recreation;

Transportation; Economic Development* (Note: the City and County Planning Commissions

periodically meet jointly. It is conceivable, and possibly desirable, to brief them both

simultaneously.)

CommonwealthofVirginia

VirginiaDepartmentofTransportation*controlstheInterstateright-of-way,aswellasthatof

themajor routes. Theywill need toapproveanyprojectsdealingwith the Interstate, county

roads,orusingstatemoneyfortransportationpurposes.Otherstate-leveldepartmentswillalso

likelybeinvolved,suchasDEQ.

26

ThomasJeffersonPlanningDistrictCommission

The TJPDC is the regional planning organization for Charlottesville and the five surrounding

counties.Theywouldbeanessentialconveningentity inanycasebuttheircurrentdecennial

multimodalplanningupdateandsponsorshipofthePracticumplacesthematthecenterofthe

effort.

PresidentialPrecinct

The Presidential Precinct is a non-profit that unites theUniversity of Virginia, the College of

William&Mary,WilliamShort’sMorven, and thehomesof three Founding Fathers, Thomas

Jefferson’sMonticello, JamesMonroe’s Highland and JamesMadison’sMontpelier.17 Four of

thesefivepartiescontrolmuchoftheacreagesurroundingthestudyarea.Theirpropertiesare

bothdestinationsandculturallandscapes,eachhavedistinctmissions,perspectives,programs

andfundingcapacities.

Education

UniversityofVirginia

The Architecture School is deeply involved in this endeavor. This assessment and the two

upcomingtrailplansarestudentprojects.Multiplestudentswillbeworkingontheprojectand

several members of the faculty—particularly the Department of Urban and Environmental

Planning—willbeadvisors.AdditionalpartnersincludetheCenterforCulturalLandscapesand

theOfficeoftheArchitect.*

UniversityofVirginiaFoundation

TheUVaFoundationmanagestheUniversity’srealestateholdings,whichincludesMorvenand

theBlueRidgeHospitalsite—bothkeypropertieswithinthestudyarea.

17Montpelierisnotinthestudyarea.

27

Morven

ImentionMorven an additional timebecause theywill play a research andpedagogical role

(through their sponsorshipof theCultural Landscapes class) in addition tobeing institutional

stakeholders.

PiedmontVirginiaCommunityCollege

Theyarenotaformalpartofthestudybuttheyaresocloseandtheirroleinregionalhumanand

economicdevelopment is so important that theyneedtobe involved.They justcompleteda

Campus Master Plan but it does not speak about connections to the outside world or

bicycle/pedestrianaccessibility.

LocalSchoolDistricts*

Thoughnotdirectlyresponsibleforlanduseortransportationplanning,theywillbecentralto

programming decisions and advocating for the needs of young residents. Their needs and

capacitiesneedtobeconsidered.Severalschoolsarenearthestudyarea.

AdditionalNon-ProfitOrganizations*

Ihavenotreachedouttoanyoftheseentities,buttheycouldbeimportantstakeholdersgoing

forward.Thelistisbynomeansexhaustive.

CulturalHeritage:PreservationPiedmont;JeffersonSchoolAfricanAmericanHeritageCenter

EconomicDevelopment/Tourism:CharlottesvilleAreaVisitorsBureau

Environmental:Friendsof theMonticelloTrail;PiedmontEnvironmentalCouncil;RivannaTrail

Foundation.18

HousingandCommunityDevelopment:HabitatforHumanity;PiedmontHousingAlliance

Neighborhoods:53/20Club;BelmontCarltonNeighborhoodAssociation;WoolenMills

Recreation:CharlottesvilleAreaMountainBikeClub;OutdoorsAdventureClub;Charlottesville

TrailRunningClub

18TheydevelopedandlargelymaintaintheRivannaTrail,alikelycasestudy.

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V.SUMMARYOFIDENTIFIEDOPPORTUNITIESANDISSUES

Theassessmentprocess is all about learning.As Iwent fromstakeholder to stakeholder,our

groundrulesstatedthatall ideasarevalidandwouldberecorded.Icategorizedthefeedback

intofourcategories—Benefits(primaryandsecondary)andChallenges(strategicandtactical).It

willbeforthelaterprocesstodigestthemandweighthemagainstoneanother.Manyofthem

havebeendescribedinthereportnarrative.Thisisthefulllist,innoparticularorder.

PrimaryBenefits

Thesearedirecttacticalbenefitsthatwouldflowfromasuccessfulproject.Notonlyisthatuseful

forjustifyingfundingorinweighingdifficultchoices,italsobeginstoresemblealistofsuccess

conditions.

• ConnectCitytoMonticello

• ConnectUVaRotundaandMonticello

• ConnectUVaGroundswithMorven

• Facilitateauto-freecommuting

• Non-standardconnectivity(reversecommuting,recreation,dendritic/lateral)

• GreateraccesstoPVCCandSouthernNeighborhoodArea

• ProvidenewaccesspointtoSaundersTrail,alleviatingparkingshortageanddangerous

entrypatterns

SecondOrderBenefits

Thesearesocialbenefitsthatarelikelytoflowfromtheprimary.

• Morerecreationalopportunities

• Moreexposuretonature

• IncreasedandmorediversevisitationtoMonticello,Highland

• Opportunity/ChallengeforMorventobecomeatrulypublicsite

• Economicdevelopment:tourism

• Economicdevelopment:boosttoneighboringbusinesses,multipliereffect

• Economicdevelopment:businessattraction

29

• Restoringabrokenphysicalconnectionwillfacilitateprogrammaticconnections

• ActivateBlueRidgeHospitalsite

• BikeRoute76willavoidaveryharrowingsegmentwitha“lowcompatibility”ratingyeta

prominentlocation.19

• Unlockspotentialbike-friendlyareaseastandsouthofBrown’sMountain

• Interpretationopportunities:culturalheritage

• Interpretationopportunities:nature

• Betterconnectiontonatureincoreareaencouragessettlement incore(buttrailzone

itselfisprotectedsoitisassuredtoremainpark-like)

• Modelforbetterregionalcooperationaroundasharedopportunity

• Modelforissuesincomprehensiveplansactuallybeingimplemented

• Casestudyforrestoringconnectivitiesbrokenby20thCenturinfrastructure

• Opportunitytothinkofopenspaceinnewways,justastheSaundersTraildid

• Strong,physicalstatementofcommunityvaluesinahighlyvisiblelocation

StrategicChallenges/Opportunities

Thesechallengeswillneedtobeaddressedforanyroute

• Aregionalapproachisneeded;butthetraditionalapproachisjurisdictionallysiloed.

• SeveralentitiesareworkingonMonticelloconnectivity(Highland,Morven,City,County).

Theyneedtoworkinconcert.

• TheInterstateisaformidablebarrier—physicallyandpsychologically.

• Themost obvious route (20) has a design that encourages highway speeds and that

arrangementseenaslocked-in.

• Multipleapproachesarepossible,eachwithdifferenttacticalissues.20

• Thepursuitofoneroutebynomeansexcludestheotheroptions;quitethecontrary:their

valuewouldbecumulative.

19TJPDC2015,5.20Identifiedroutes(listedcounter-clockwise):Morven*;Shadwell;alongtheRivanna;MonticelloRoadextended*;MonticelloAvenue*;viaculverttoPVCC;Avon+PVCCWoods*.*Theseroutesrecommendedforfollow-up.

30

• TheSouthernNeighborhoodareaisanimportantpartoftheCounty’splans.

• ThereisworkalreadyproceedingalongAvonStreet.

• TheinaccessibilityofPVCCmirrorsthatofMonticello,witharguablyevenlargerequity

issues.Opportunitiesexisttosimultaneouslyaddressboth.

• KemperPark/SaundersTrail isa locallyunusualpark resource. It ispublicbut it isnot

publiclyownedunlike, forexample,SkylineDriveor theDowntownMall.TheRivanna

Trail,whichisalsoahybrid(thoughdifferent)typeofspace,hasseenchallenges.

• Issuesaroundconnectivityandheritagearebothhighlycontested.

• PotentialforgentrificationinBelmontandCarlton.Potentialtobecaughtinbroadercity-

wideconcernabouttheintersectionofamenity,opportunityandhousing.

• Landusechangescouldimpactnearbybusinessespositivelyornegatively.

• MostofthestudyareaiswithinMonticello’sviewshed.

• Nobodywantstoworkonanotherplanthatwindsupontheshelf.

• Increasedvisitationwillimpactinfrastructureatallstakeholdersites.

• Therecouldbeoppositionfromasmallnumberofneighboringprivatelandowners.

• Increasedparkusershipcoulddecreaseparktranquility.

• UpstreaminfrastructureintheCity(especiallyMonticelloAvenue)isnotcurrentlyready.

Note,however,thatMonticelloAvenueisapriorityforbicycle/pedestrianimprovement,

withnearlycompletesidewalksandbikelanesplannedfor2017.

Cross-CuttingTacticalChallenges

Thesearetacticalquestionsthatwillneedtobeaddressedonceanoverallconceptisdecided.

Mostarecommontoanyapproach—indeed,toanyprojectofthiskind.Route-specificissueswill

beexploredif/whenroutesaredefined.

• Someonewouldneedtoownit

• Therewillbecost,potentiallylarge

• Parking

• SecurityatallsitesbutespeciallyMonticello

• Liability

31

• Bathrooms

• Trespassonneighboringland

• Sensitiveecosystems

• Land/EasementAcquisition

• Programming

• Flood zones with occasional intense episodes. Particularly (but not only) onMoore’s

Creek

• Possiblesensitivearcheologyorhabitats

• Interpretationandprogramming

32

VI.RECOMMENDEDPLANNINGAPPROACH

Besidesmakingcontacts,exploringtheterrainandcollecting information, thepurposeof this

assessment has been to determine if it is appropriate for a Master Planning Process to go

forward.Ifindthattobethecase:thecircumstancesarerightandthestakeholdersareready.

Indeed,severalofthemhavealreadystarted.

ThisfinalsectionwillcombinelearningsfrommyconversationswithstakeholderswithwhatI

havelearnedaboutPlanningTheoryandPracticeinmyMaster’sprogram.Theyareorganizing

principlestohelpmaketheprocessandresultsefficacious,equitableandjust.

ACollaborativeProcessthatProducesaUnifiedResult

Thisisanexcitingtopicanditisgoodthatmanypeopleandorganizations—pastandpresent—

areworkingtoimproveconnectivityandbringopportunitytomorepeople.Yet,thestakeholders

eachknowthattheycannotsolvetheproblemalone.Thatwasclearfrommyfirstdiscussion:a

collaborativeapproachwillbenecessary.

Therearemanyinterconnectedpiecesandoverlapping issuesthatcannotbedisentangled. In

some ways, uncoordinated effort is how we got where we are today. TheMaster Planning

process that followsmust bring rational coherence to themany relatedplans fromdifferent

interestgroups,pastandpresentsotheactorswillhavefiniteoptionstopursuewithseriousness.

Weare fortunate thatTJPDC is already conveningan interjurisdictionaleffort. ThePracticum

group will work with this framework, bring in non-governmental stakeholders and leverage

collaborativeplanningresourcestheArchitectureSchooloffers.

Planimplementationwillmostlikelyrequiresomekindofcollaborativeworkinggroup,whichwill

likelyhaveatleastsomeoverlapwiththePracticum’sadvisoryboard.Indeed,thegroupwillbe

recruitedwiththat inmind.Fosteringhorizontalcollaborationswithinthatgroupwillhelp lay

institutionalgroundworkforfutureendeavors.

33

RegionalPerspective

Theplanmustcontributetoabetterregionalmultimodalnetworkanditmustconsiderfactors

outside of the study area’s boundaries. There are other nodes and opportunities in the

neighborhoodbesidesCharlottesvilleandMonticello.Thisprojectwilladdtoandlearnfromthe

TJPDCeffort.

NoPlansonaShelf

AllofthestakeholdersIspoketorepresentbusyorganizationsdoingamazingthings.Theyare

passionateintheirdesiretofindasolutionbuttheydonothavetimeforidlechatter.Theyhave

allseenmanygreat ideas—includingprojectssimilar tothisone—windupasnotebooksona

shelfandnothingmore.Thisprojectneedstobringresultsandifitdoesn’t,itwillmakethenext

effortmoredifficult.

In that respect, the Practicum, andwhatever form its successor effort takes,will need to go

beyond both decennial TJPDC Plan (which is self-consciously not advocacy) and theMorven

Project(whichisanacademicexercise).Thoseprocesseswillsetthetablewellbuttheprocess

also needs to havemomentum thatwill grow instead of subsidingwhen all the reports are

submitted.

We have identified several organizations that can champion the project and keep itmoving

towardimplementation.ThePracticumgroupmustworkwiththemtodefineactiveroles,keep

themengagedandidentifyresourcesforthestakeholderstodoactualworkontheground.

FairProcesswithJustOutcome

Wehaveseenplanningprocessesthatexcludethosetheyintendtoserve.Wehavealsoseen

goodintentionsthatleadtotragicresults.Althoughthisprojectseemsquitebeneficial,wemust

be vigilant forpotential harms suchas gentrification andof pastwell-meaningbutunhelpful

intrusionsbytheUniversityintocommunitylife.

34

YetwemustalsomakeavailableUVa’sconsiderableresourceswhentheycanmakeapositive

difference.Thisisnotaneasybalance,butitwillhelptobehumbleandself-criticalandwaryof

thepitfallsthetheoreticalliteratureandlocalexperiencewarnusabout.Thatdoesn’tmeanthat

weshouldavoidambitioussuggestions;itmeansweshouldbecircumspect.

Don’tRespondtoObduratePhysicalLegacieswithStubbornPlans

There is an interesting theoretical nexus between the obduracy of legacy infrastructure and

corrective plans, which sometimes become obstinate themselves. [See Appendix D] When

designersspendtimeenvisioningalternativefutures,theyoftenbecomeinvestedintheirideas.

When they present their plans and designs to the public—particularly if they are refined or

representmajorinvestments—thoseplanscanthemselvesbecomestakesinthegroundthatthe

publiccanacceptormodifybutnotfundamentallyre-think.

Yetdesigners’abilitytoenvisionalternativepossibilitiesisoftenthebestwaytoanswerawell-

entrenchedstatusquo.Itisdifficulttobalanceenthusiasmaroundanideathathasthepowerto

motivatechangewhilealsobeingopentorealcontributionsandalternatives.Thesolutiontothe

dilemmaisforthedesignprocessitselftobeapubliccollaboration.

TheMonticelloTrailwasdesignedbyasingle firmwithmagnificentresultsbut thatwasonly

possiblebecausetheThomasJeffersonFoundationcontrolledmostoftheland—andeventhat

requiredbothleadershipandlistening.Tocompletethislink,theprojectwillneedmorethanone

owner,includingpublicagencies.Thatmeansthattherewillneedtobepublicinvolvement.The

best, most inclusive, results will happen if the public is invited in as soon as the broadest

conceptualissuesareresolved(e.g.whatcombinationofstakeholderswillowntheprojectand

wherewillitbe.)Don’twaituntileverythingofconsequenceisalreadydecided.

35

IssuesforthePracticumGroup

AlthoughthePracticumgroupwillreceiveitsofficialassignmentafterthisreportiscomplete,it

should closely resemble the proposal I wrote earlier in the Fall (see Appendix A). Generally

speaking, itwillclarify issuesandidentifyprecedents,opportunitiesandsolutions. Itsprimary

clientwillbetheTJPDCbutitwillworkcloselywiththeMorvenprojectandtheCenterforCultural

Landscapes.ItwillreceivesignificantadviceandinputfromtheArchitectureSchoolaswell.

Herearesomeissuesfortheteamtoexamine:

1. Possibleroutes:advantages,disadvantagesandprecedents

2. Contextwithinandcontributiontoabettermultimodalregionalnetwork

3. Culturalandenvironmentaleducation;Opportunitiesforprogramming

4. EconomicImpact—shortandlongterm

5. Possiblegentrificationandproactive/preventativestrategies

6. ResourcesandFunding

7. WhousestheSaundersTrailandhow.Whoifanyoneismissing?

8. Process to keep the stakeholders engaged, involve the community and build forward

momentum

Thiswillbeagraduate-levelprocess,conductedbyaselectgroupwithinarenownedprogram.It

isourexpectationthattheresultwillreflectbestpracticesandbetheoreticallyrigorous.Wealso

knowthatexpertise isproblematicandhas its limitations.Therearemanyknowledges,many

withexperienceandideasaboutthisuniquespace.

TheproblemofconnectingacitytoaheritagesitelikeMonticelloisarareopportunitytomodel

acollaborativeapproachandanewkindof transportationplanning that isaboutmeaningas

muchasitisaboutinfrastructure.Wehavethepossibility(thereforearesponsibility)tomove

theprofessionforwardandmakearealandlastingdifference.

36

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