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Forms and Guidance

Please Note: Beginning in May 2021, PA SHPO is updating many of its forms and guidance documents to reflect our current practices and transition to PA-SHARE. The following items have been temporarily removed from this page:

    • Guidelines for Architectural Investigations in Pennsylvania. Updated Dec 2014
    • Interim Guidelines for Above Ground Environmental Review Initiation through Evaluation
    • Survey Guidelines for Pipeline Projects Above Ground Resources
    • Guidelines for National Register Submissions, 2014 update
    • How to Prepare a Historic Context for Individual Properties and Historic Districts
    • Researchers Guide for Documenting and Evaluating Railroads
    • Historic District Act Certification Policy and Checklist
    • Federal Historic Tax Credit Program Fact Sheet
    • Rehabilitation tax credit work write up
    • Amendments for rehabilitation tax credits
    • Amendments for phased projects
    • Amendments for completed projects
    • Guidance for lead based paint abatement
    • Grants-Cultural-Museum-Support-FactSheet
    • Instructions for Cemetery General Survey Form
    • Instructions for Historic Cemetery Plot and Marker Survey Form
    • Process to complete a comprehensive historic preservation plan
    • How to incorporate archaeology into municipal planning documents
If you would like to request a copy of a removed document, please email Shelby Splain, Education & Special Initiatives Coordinator, at ssplain@pa.gov

 Environmental Review

Environmental Review

  
  
  
Criteria for Determining Meaningful Mitigation
  
Agricultural Resources of PA 1960-1980
  
Agricultural Property Assessment Worksheets
  
Required Attachments for Agricultural Properties
  
Ag Context Statement on Integrity Update Nov 2019
  
Ag Context Guidance Update November 2019
  
Using PA-SHARE to Consult with PA SHPO under Section 106 or Pennsylvania History Code
  
Guidelines for Archaeological Investigations Oct 2021 Update
  
USING PA-SHARE FOR HUD-FUNDED PROJECT REVIEWS: FAQs for CDBG- and HOME-funded projects in HUD Entitlement Communities and DCED Small Communities in Pennsylvania
  
Ag Context Guidance Updated January 2022
  
Ag Context Site Plan Example
  
Ag Context Property History and Agricultural Context Example
  
Ag Context Aerial Tutorial Feb 2018 updated Jan 2022
  
Ag Context Historic Aerial Comparison Example
  
Guidance for Oral History Interviews
  
Above Ground Reviewer Agency Assignments
  
Guidelines for Project with Potential Visual Effects - Revised July 2023
  
Historic Agricultural District Guidance

 Above Ground Resources Heading

Above Ground Resources

  
  
Agricultural Resources of PA 1960-1980Addl Guidance Ag MPDF 1960 1980 Ag Resources
Agricultural Property Assessment WorksheetsAg Context Worksheets
Required Attachments for Agricultural PropertiesAg Properties Required Attachments
Ag Context Statement on Integrity Update Nov 2019Statement on Integrity Ag Context Update November 2019
Ag Context Guidance Update November 2019Ag Context Guidance Update November 2019
Baseline Survey Plan 2020-2024Baseline Survey Plan 2020-2024
Adding an Above Ground Resource to PA-SHAREAdding an Above Ground Resource to PA-SHARE
Ag Context Guidance Updated January 2022Ag Context Guidance Updated January 2022
Ag Context Site Plan ExampleSite Plan Example
Ag Context Property History and Agricultural Context ExampleProperty History and Agricultural Context Example
Ag Context Aerial Tutorial Feb 2018 updated Jan 2022Aerial Tutorial Feb 2018 updated Jan 2022
Ag Context Historic Aerial Comparison ExampleHistoric Aerial Comparison Example
Guidance for Oral History InterviewsGuidance for Oral History Interviews
PAGS 2021 Report March 2022PAGS 2021 Report March 2022
Worksheet for Recording Buildings in PennsylvaniaWorksheet for Recording Buildings in Pennsylvania
Guidelines for Recording Buildings in PennsylvaniaGuidelines for Recording Buildings in Pennsylvania
CCC PWA WPA NR Guidance ChecklistCCC PWA WPA NR Guidance Checklist
CCC PWA WPA National Register GuidanceCCC PWA WPA NR Guidance

 Archaeology/Below Ground Resources

​Archaeology/Below Ground Resources

  
  
  
Archaeological Site Identification Guidelines
  
Archaeological Negative Survey Form
  
Archaeological Record of Disturbance
  
Archaeology Avoidance Monitoring Form
  
Statewide Pre-Contact Probability Model Testing Methodology Form
  
PASS Instructions for Completing the Condensed Collector Form
  
PASS Report 2020
  
PASS Report 2021
  
Request for PA-SHARE Archaeological Privileges
  
Guidelines for Archaeological Investigations Oct 2021 Update
  
PASS Report 2022
  
Instructions for Recording Archaeological Sites
  
Worksheet for Recording Archaeological Sites in Pennsylvania
  
PASS Report 2024

 National Register Heading

National Register of Historic Places

  
  
National Register of Historic Places Fact SheetNational-Register-of-Historic-Places-Fact-Sheet
What does it mean to be listed in the National Register?National Register Does Does Not Mean

 Historic Tax Credit ‭[1]‬

Historic Tax Credit

  
  
  
Supplemental Application - Part 1 - Evaluation of Significance
  
Supplemental Application - Part 2 - Description of Rehabilitation
  
Supplemental Application - Part 3 - Request for Certification of Completed Work
  
Guidance for window replacement
  
Checklist for Submitting a Federal Historic Tax Credit Project using PA-SHARE
  
Submitting a Federal Historic Tax Credit Project in PA-SHARE

 Historical Marker Heading

Historical Marker Program

  
  
  
Historical Marker Policy Adopted September 9, 2020

 State Museum Heading

State Museum Forms

  
  
State Museum of Pennsylvania Section of Archaeology Volunteer FormArchaeology-Volunteer-Form
State Museum of Pennsylvania Curation Guidelines 2006State-Museum-Curation-Guidelines-2006
Artifact accessions form and gift agreementGift-Agreement-Form
Sample box label for artifactsSample-Box-Label
Sample box lot inventory for artifactsSample-Box-Lot-Inventory
Sample letter for artifact transfer to The State MuseumSample-Letter-Transfer
Sample for artifact packing listSample-Packing-List
Sample letter for rejection of artifact gift agreementSample-Rejection-Gift-Form

 Community Preservation

Community Preservation

  
  
  
Keystone Construction Grant Webinar Slides 2021
  
Keystone Planning Grant Webinar Slides 2021
  
CHS Grant Fact Sheet
  
Keystone Grant Planning Fact Sheet
  
Keystone Grant Construction Fact Sheet
  
FFATA Data Sheet for sub-recipients
  
Sample Covenant Template
  
Keystone Quarterly Report Form 2022
  
Keystone Grantee Handbook
  
Keystone Final Report Construction 2022
  
Keystone Final Report Planning 2022
  
Keystone Project Sign 2024 EPS file
  
Keystone Project Sign 2024

 PA-SHARE

PA-SHARE

  
  
  
Signing In and Subscribing to PA-SHARE
  
Submitting a New Environmental Review Project in PA-SHARE
  
Understanding the Map Interface in PA-SHARE
  
Searching for Resources and Other Information in PA-SHARE
  
Understanding PA-SHARE’s External User Queues
  
Submitting a Success Story in PA-SHARE
  
Adding an Archaeological Resource to PA-SHARE
  
Submitting Surveys, Resources and Reports for Environmental Review Archaeology Investigations
  
Using PA-SHARE to Consult with PA SHPO under Section 106 or Pennsylvania History Code
  
Managing a Keystone Review Project in PA-SHARE
  
Managing a Covenant Project in PA-SHARE
  
Adding an Above Ground Resource to PA-SHARE
  
Submitting a New Request for a DOE Project in PA-SHARE
  
Registering for a Keystone Login & Signing In to PA-SHARE Handout
  
About PA-SHARE Options and Subscriptions Handout
  
Submitting a New Request for an NR Project in PA-SHARE
  
PA-SHARE Info and FAQs
  
PA-SHARE Information
  
USING PA-SHARE FOR HUD-FUNDED PROJECT REVIEWS: FAQs for CDBG- and HOME-funded projects in HUD Entitlement Communities and DCED Small Communities in Pennsylvania
  
Checklist for Submitting a Federal Historic Tax Credit Project using PA-SHARE
  
Submitting a Federal Historic Tax Credit Project in PA-SHARE

 Grants Heading

Keystone Historic Preservation & Other Grants

  
  
  
Keystone Construction Grant Webinar Slides 2021
  
Keystone Planning Grant Webinar Slides 2021
  
CHS Grant Fact Sheet
  
Keystone Grant Planning Fact Sheet
  
Keystone Grant Construction Fact Sheet
  
FFATA Data Sheet for sub-recipients
  
Sample Covenant Template
  
Keystone Quarterly Report Form 2022
  
Keystone Grantee Handbook
  
Keystone Final Report Construction 2022
  
Keystone Final Report Planning 2022
  
Keystone Project Sign 2024 EPS file
  
Keystone Project Sign 2024

 Certified Local Government Program

Certified Local Government Program
  
  
CLG GPS GuidelinesCLG_GPS_Guidelines
CLG GuidelinesCLG_Guidelines
CLG Ordinance ChecklistCLG_OrdinanceChecklist
CLG Requirements & StandardsCLG_RequirementsStandards
CLG Self AssessmentCLG_SelfAssessment
CLG Training GuidelinesCLG_TrainingGuidelines
CLG Certification ChecklistCLG_CertificationChecklist
CLG DPS GuidelinesCLG_DPS_Guidelines
CLG FAQ CertificationCLG_FAQ_Certification
CLG FAQ ExpectationsCLG_FAQ_Expectations
Sample CLG Certification AgreementSample CLG Certification Agreement
CLG Consultant SelectionCLG_ConsultantSelection
CLG Funding AcknowledgementCLG_FundingAcknowledgement
CLG Grant DocumentationCLG_GrantDocumentation
CLG Invoice TEMPLATECLG_Invoice_TEMPLATE
CLG Invoice InstructionsCLG_InvoiceInstructions
CLG Mini-Grant ApplicationCLG_Mini-Grant_Application
CLG Mini-grant One PageCLG_Minigrant_OnePage
CLG Mini-grant Scholarship GuidelinesCLG_Minigrant_Scholarship_Guidelines
CLG Project Grants One PageCLG_ProjectGrants_OnePage
CLG Scholarship OnePageCLG_Scholarship_OnePage
CLG Scholarship ApplicationCLG_ScholarshipApplication
CLG Status ReportCLG_StatusReport