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A8509 - HISTORIC RESOURCES GROUP
CONTRACT ABSTRACT Contract prepared by: Planning Department Submitted on: 03/26/2025 By: Sarah Yoon / Anita Fields Note: Contract Company Name: Company Contact: Summary of Services: Contract Price: Contract Term: Authorized Singers: Historic Resources Group. Andrea Humberger and Christine Lazzaretto On-Call Architectural Historian Services, Amendment No. 2 to Agreement A8509 $75,000 March 20, 2020 to September 20, 2025 Andrea Humberger, andrea@historicresourcesgroup.com Christine Lazzaretto, christine@historicresourcesgroup.com Contract Administration Lead Department: Contract Administrator: Planning Dept. Sarah Yoon / Christopher Hadwin Contract Approvals Council Approval Date: Agenda Item No./ Resolution No.: Agreement No: March 19, 2020 Item #1S A8509, Amendment No. 3 Contract Compliance Exhibits: Signatures: Insurance: Bonds Included Included n/a n/a Page 1 of 3 Revised: 10.31.23 AMENDMENT NO. 3 TO THE PROFESSIONAL SERVICES AGREEMENT A8509 BETWEEN THE CITY PALM SPRINGS AND HISTORIC RESOURCES GROUP 1. Parties and Date. This Amendment No. 3 to the Professional Services Agreement is made and entered into as of this 26th day of February, 2025, by and between the City of Palm Springs (“City”) and Historic Resources Group (“Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.” 2. Recitals. 2.1 Agreement. The City and Consultant have entered into an agreement entitled “Professional Services Agreement A8509” dated March 20, 2020 (“Agreement”) for the purpose of retaining the services of Consultant to provide “On-Call Architectural Historian Services” for a variety of future historic resource-related projects for a term of March 20, 2020 to March 20, 2023, subject to two additional one year extensions, approved by City Council on March 19, 2020. 2.2 Amendment #1. The City and Consultant amended the Agreement to extend the term one year. The Parties have heretofore entered into that Amendment Letter dated March 13, 2023, for a term of March 20, 2020 to March 20, 2024. 2.3 Amendment #2. The City and Consultant amended the Agreement by extending the term from March 20, 2024 to March 20, 2025 to exercise the last extension option and specify the compensation. The Parties have heretofore entered into that Amendment on March 19, 2024. 2.4 Amendment #3. The City and consultant desire to extend term for six months. 2.5 Amendment Authority. This Amendment No. 3 is authorized pursuant to Section 2.3 of the Agreement. 3. Terms. 3.1 Terms. Section 3.4 of the Agreement is hereby amended in its entirety to read as follows: “Unless earlier terminated under the terms of this Agreement, this Agreement shall continue in full force and effect for five (5) years and Six (6) months, commencing on March 20, 2020, and ending on September 20, 2025.” 3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 3, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 3. From and after the date of this Amendment No. 3, whenever Page 2 of 3 Revised: 10.31.23 the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 3. 3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 3. 3.4 Severability. If any portion of this Amendment No. 3 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5 Counterparts. This Amendment No. 3 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument. [SIGNATURES ON FOLLOWING PAGE] Page 3 of 3 Revised: 10.31.23 SIGNATURE PAGE TO AGREEMENT BY AND BETWEEN THE CITY OF PALM SPRINGS AND HISTORIC RESOURCES GROUP IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below. CONSULTANT: By: ____________________________ By: _____________________________ Historic Resources Group Signature (2nd signature required for Corporations) Date: Date: CITY OF PALM SPRINGS: APPROVED BY CITY COUNCIL: Date: N/A Item No. N/A Agreement No. A8509 APPROVED AS TO FORM: ATTEST: By: ___________________________ By: _______________________________ City Attorney City Clerk APPROVED: By: _______________________________ Date: City Manager – over $50,000 Deputy/Assistant City Manager – up to $50,000 Director – up to $25,000 Manager – up to $5,000 CONTRACT ABSTRACT Contract prepared by: Planning Department Submitted on: 03/19/2024 By: Sarah Yoon / Anita Fields Note: Contract Company Name: Company Contact: Summary of Services: Contract Price: Contract Term: Authorized Singers: Historic Resources Group Andrea Humberger and Christine Lazzaretto On-Call Architectural Historian Services, Amendment No. 2 to Agreement A8509 $75,000 March 20, 2024 to March 20, 2025 Andrea Humberger, andrea@historicresourcesgroup.com Christine Lazzaretto, christine@historicresourcesgroup.com Contract Administration Lead Department: Contract Administrator: Planning Dept. Sarah Yoon / Anita Fields Contract Approvals Council Approval Date: Agenda Item No./ Resolution No.: Agreement No: 03/19/2020 Item #1S A8509, Amendment No. 2 Contract Compliance Exhibits: Signatures: Insurance: Bonds Included Included n/a n/a DocuSign Envelope ID: 7D48BDDF-362D-4648-84B3-E08B35A0E1F1 Page 1 of 3 Revised: 10.31.23 AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT ON-CALL ARCHITECTURAL HISTORIAN BETWEEN THE CITY PALM SPRINGS AND HISTORIC RESOURCES GROUP. 1. Parties and Date. This Amendment No. 2 to the Professional Services Agreement is made and entered into as of this 19th day of March, 2024, by and between the City of Palm Springs (“City”) and Historic Resources Group, (“Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.” 2. Recitals. 2.1 Agreement. The City and Consultant have entered into an agreement entitled “Professional Services Agreement” dated March 20, 2020 (“Agreement” for the purpose of retaining the services of Consultant to provide As-Needed, “On-Call” Architectural Historian Services for a variety of future historic resource-related projects for an amount not to exceed $75,000 and a term of March 20th, 2024 to March 20th 2025. 2.2 Amendment Letter. The City and Consultant amended the Agreement to extend the terms set forth in Exhibit “A”. 2.3 Amendment Authority. This Amendment No. 2 is authorized pursuant to Section 3.4 of the Agreement. 3. Terms. 3.1 Compensation of Consultant. Section 2.1 of the Agreement is hereby amended in its entirety to read as follows: “Consultant shall be compensated and reimbursed for the services rendered under this Agreement in accordance with the schedule of fees set forth in Exhibit “B”. The total amount of Compensation shall not exceed $75,000.” 3.2 Terms. Section 3.4 of the Agreement is hereby amended in its entirety to read as follows: “Unless earlier terminated in accordance with Section 8.3 of this Agreement, this Agreement shall continue in full force and effect for a period of one (1) year, commencing on March 20, 2024, and ending on March 20, 2025.” 3.3 Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever DocuSign Envelope ID: 7D48BDDF-362D-4648-84B3-E08B35A0E1F1 Page 2 of 3 Revised: 10.31.23 the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 2. 3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2. 3.4 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5 Counterparts. This Amendment No. 2 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument. [SIGNATURES ON FOLLOWING PAGE] DocuSign Envelope ID: 7D48BDDF-362D-4648-84B3-E08B35A0E1F1 Page 3 of 3 Revised: 10.31.23 SIGNATURE PAGE TO AGREEMENT BY AND BETWEEN THE CITY OF PALM SPRINGS AND HISTORIC RESOURCES GROUP. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below. CONSULTANT: By: _______________________________________ By: _________________________________________ Signature Signature (2nd signature required for Corporations) Date:Date: CITY OF PALM SPRINGS: APPROVED BY CITY COUNCIL: Date: 03/19/2020 Item No. 1S (A8509) APPROVED AS TO FORM: ATTEST: By: ___________________________ By: _______________________________ City Attorney City Clerk APPROVED: By: _______________________________ Date: City Manager – over $50,000 Deputy/Assistant City Manager – up to $50,000 Director – up to $25,000 Manager – up to $5,000 DocuSign Envelope ID: 7D48BDDF-362D-4648-84B3-E08B35A0E1F1 3/21/2024 4/2/2024 4/2/2024 City of Palm Springs Department of Planning Services 3200 East Tahquitz Canyon Way • Palm Springs, California 92262 Tel: (760) 323-8245 • Fax: (760) 322-8360 • Web: www.palmspringsca.gov March 13, 2023 Historic Resources Group, Inc. ATTN: Andre Humberger, Business Operations Principal 12 S. Fair Oaks Ave. Ste 200 Pasadena, CA 91105-3816 Re: On-Call Professional Services for an Architectural Historian Agreement No. A8509 Dear Mr. Galvin: The referenced agreement expires on March 20, 2022, and in accordance with Section 3.4 of said Agreement may be extended at the discretion of the City Manager. This is to inform you that we wish to extend the Agreement for an additional year to March 20, 2024. This is the first of 2 one- year extensions provided for in said agreement. The option for a price adjustment not to exceed the Bureau of Labor Statistic’s Consumer Price Index (CPI) for the LA/Riverside/Anaheim region for the prior 12 month period effective on the anniversary date has been waived at your request. If you have any questions or concerns regarding the extension of this agreement, please contact me at your earliest convenience. Sincerely, _________________________________ Christopher Hadwin Director of Planning Services Approved by: _________________________________ _____________________________ Scott Stiles, City Manager Date Please sign and return to the City of Palm Springs to agree to extending Agreement A8509 for one (1) year ending March 20, 2024. __________________________________ _____________________________ Historic Resources Group Inc. Date DocuSign Envelope ID: 611FE128-CAFE-4556-85B6-506CE2D5A139 3/14/2023 3/14/2023 DocuSign Envelope ID: 7D48BDDF-362D-4648-84B3-E08B35A0E1F1 EXHIBT A UPDATED RATE SHEET FOR HISTORIC RESOURCES GROUP (HRG) Managing Principal/Principal Architect $250 Senior Staff $175 Staff $125 Associate Staff $100 Clerical $75 (Rate updates provided by Leah Solomon Rolf on March 6, 2023) DocuSign Envelope ID: 7D48BDDF-362D-4648-84B3-E08B35A0E1F1 City of Palm Springs Department of Planning Services 3200 East Tahquitz Canyon Way • Palm Springs, California 92262 Tel: (760) 323-8245 • Fax: (760) 322-8360 • Web: www.palmspringsca.gov March 13, 2023 Historic Resources Group, Inc. ATTN: Andre Humberger, Business Operations Principal 12 S. Fair Oaks Ave. Ste 200 Pasadena, CA 91105-3816 Re: On-Call Professional Services for an Architectural Historian Agreement No. A8509 Dear Mr. Galvin: The referenced agreement expires on March 20, 2022, and in accordance with Section 3.4 of said Agreement may be extended at the discretion of the City Manager. This is to inform you that we wish to extend the Agreement for an additional year to March 20, 2024. This is the first of 2 one- year extensions provided for in said agreement. The option for a price adjustment not to exceed the Bureau of Labor Statistic’s Consumer Price Index (CPI) for the LA/Riverside/Anaheim region for the prior 12 month period effective on the anniversary date has been waived at your request. If you have any questions or concerns regarding the extension of this agreement, please contact me at your earliest convenience. Sincerely, _________________________________ Christopher Hadwin Director of Planning Services Approved by: _________________________________ _____________________________ Scott Stiles, City Manager Date Please sign and return to the City of Palm Springs to agree to extending Agreement A8509 for one (1) year ending March 20, 2024. __________________________________ _____________________________ Historic Resources Group Inc. Date DocuSign Envelope ID: 611FE128-CAFE-4556-85B6-506CE2D5A139 3/14/2023 3/14/2023 { pp PLM Sp4 iy c u w �.ro.. CONTRACT ABSTRACT C'04 /F00.N�P COMPANY NAME: Historic Resources Group COMPANY CONTACT: Andrea Humberger CONTRACT PRICE: On-call contract FUNDING SOURCE: 001-4151-43840 SUMMARY OF SERVICES: On-call professional services contract for architectural historian services. CONTRACT TERM: 3-year term LEAD DEPARTMENT: Planning CONTRACT OFFICER: Ken Lyon / Flinn Fagg n CONTRACT COMPLIANCE: (PLEASE CHECK) 1 or ® EXHIBITS ❑NA 0 INSURANCE CERTIFICATE ❑NA r/ jryn5u � i ❑ PERFORMANCE/PAYMENT BONDS NA �NE( COUNCIL/COMM REDEV AGENCY APPROVAL DATE: 3/19/20 MINUTE ORDER/RESOLUTION NUMBER: na J AGREEMENT NUMBER: PREPARER'S INITIALS: KL PREPARER'S EXTENSION: 8786 DATE PREPARED: 4/1/20 . City Council Minutes March 19 2020 0-WITH MA TECTS INC.,A CALIFORNIA CORPORATION,DBA URRUTIA MARKS ARCHI OR CIVIL ARCHITECTURAL DESIGN SERVICES FOR THE DEMUTH PARK SE 2, CITY PROJECT NO. 19-24 S. APPROVAL OF FIVE(5)PROFESSIONAL SERVICES AGREEMENTS FOR ON- CALL HISTORIC RESOURCE ASSESSMENT SERVICES MOTION BY COUNCILMEMBER MIDDLETON, SECOND BY MAYOR PRO TEM HOLSTEGE, CARRIED 5-0, to: 1. Approve an Agreement with Architectural Resources Group, for on-call historic resource assessment services for an initial three (3) year term, subject to two (2) additional one(1)year extensions approved at the discretion of the City. 2. Approve an Agreement with Chattel Associates, for on-call historic resource assessment (CEQA) services for an initial three (3) year term, subject to two (2) additional one(1)year extensions approved at the discretion of the City. 3. Approve an Agreement with GPA Consulting for on-call historic resource assessment services for an initial three (3) year term, subject to two (2) additional one (1) year extensions approved at the discretion of the City. 4. Approve an Agreement wit Historic Resources Group,.for on-call historic resource assessment services for an initial three (3) year term, subject to two (2)additional one (1)year extensions approved at the discretion of the City. 5. Approve an Agreement with North Wind Resource Consulting,Inc.,for on-call historic resource assessment services for an initial three (3) year term, subject to two (2) additional one(1)year extensions approved at the discretion of the City. 6. Authorize the City Manager to execute all necessary documents. City of Palm Springs Page 10 ALL ACTIONS ARE DRAFT PENDING APPROVAL OF THE FINAL MINUTES CITY OF PALM SPRINGS PROFESSIONAL SERVICES AGREEMENT ON-CALL ARCHITECTURAL HISTORIAN SERVICES THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter "Agreement") is made and entered into,to be effective this 20'h day of March, 2020,by and between the CITY OF PALM SPRINGS, a California charter city and municipal corporation, (hereinafter referred to as "City") and Historic Resources Group,(hereinafter referred to as"Consultant").City and Consultant are sometimes hereinafter individually referred to as "Party" and are hereinafter collectively referred to as the "Parties." RECITALS A. City has determined that there is a need for As-Needed, "On-Call" Architectural Historian. Services for a variety of future historic resource-related projects, (hereinafter the "Project"). B. Consultant has submitted to City a proposal to provide As-Needed, "On-Call" Architectural Historian Services for a variety of future historic resource-related projects to City pursuant to the terms of this Agreement. C. Consultant is qualified by virtue of its experience, training, education, reputation, and expertise to provide these services and has agreed to provide such services as provided herein. D. City desires to retain Consultant to provide such professional services. NOW,THEREFORE,in consideration of the promises and mutual obligations, covenants, and conditions contained herein, and other valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows: 1.0 SERVICES OF CONSULTANT 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Consultant agrees to perform the professional services set forth in the Scope of Services described in Exhibit "A," which is attached hereto and is incorporated herein by reference (hereinafter referred to as the"Services"or"Work"). As a material inducement to the City entering into this Agreement,Consultant represents and warrants that this Agreement requires specialized skills and abilities and is consistent with this understanding, Consultant is a provider of first class work and professional services and that Consultant is experienced in performing the Work and Services contemplated herein and, in light of such status and experience, Consultant covenants that it shall follow the highest professional standards in performing the Work and Services required hereunder. For purposes of this Agreement, the phrase "highest professional standards" shall mean those standards of practice recognized as high quality among well-qualified and experienced professionals performing similar work under similar circumstances. 1.2 Contract Documents. The Agreement between the Parties shall consist of the following: (1) this Agreement; (2) the Scope of Services; (3) the City's Request for Proposals; and, (4) the Consultant's signed, original proposal submitted to the City ("Consultant's Proposal"), (collectively referred to as the "Contract Documents"). The City's Request for Proposals and the Consultant's Proposal, which are both attached as Exhibits `B" and "C", respectively, are incorporated'by reference and are made a part of this Agreement. The Scope of Services shall include the Consultant's Proposal. 1-31-18 All provisions of the Scope of Services, the City's Request for Proposals and the Consultant's Proposal shall be binding on the Parties. Should any conflict or inconsistency exist in the Contract Documents, the conflict or inconsistency shall be resolved by applying the provisions in the highest priority document, which shall be determined in the following order of priority: (1s`) the terms of this Agreement; (2"d) the provisions of the Scope of Services (Exhibit "A"); as may be amended from time to time; (3`d) the provisions of the City's Request for Proposal (Exhibit `B"); and, (4th) the provisions of the Consultant's Proposal (Exhibit "C"). 1.3 Compliance with Law. Consultant warrants that all Services rendered hereunder shall be performed in accordance with all applicable federal, state, and local laws, statutes, and ordinances and all lawful orders, rules, and regulations promulgated thereunder, including without limitation all applicable Cal/OSHA requirements. 1.4 Licenses, Permits, Fees and Assessments. Consultant represents and,warrants to City that it has obtained all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession and perform the Work and Services required by this Agreement. Consultant represents and warrants to City that Consultant shall,at its sole cost and expense,keep in effect at all times during the term of this Agreement, any license,permit, qualification, or approval that is legally required for Consultant to perform the Work and Services under this Agreement. Consultant shall have the sole obligation to pay for.any fees,assessments, and taxes,plus applicable penalties and interest,which may be imposed by law and arise from or are necessary for the Consultant's performance of the Work and Services required by this Agreement, and shall indemnify, defend, and hold harmless City against any such fees, assessments, taxes penalties, or interest levied, assessed, or imposed against City hereunder. 1.5 Familiarity with Work. By executing this Agreement, Consultant warrants that Consultant (a) has thoroughly investigated and considered the Scope of Services to be performed, (b) has carefully considered how the Services should be performed, and (c) fully understands the facilities, difficulties, and restrictions attending performance of the Services under this Agreement. If the Services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of any Services hereunder. Should the Consultant discover any latent or unknown conditions that will materially affect the performance of the Services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant's risk until written instructions are received from the City. 1.6 Care of Work. Consultant shall adopt reasonable methods during the term of the Agreement to furnish continuous protection to the Work and the equipment,materials,papers,documents, plans, studies, and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the Work by the City, except such losses or damages as may be caused by City's own negligence. 1.7 Further Responsibilities of Parties. Both Parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both Parties agree to act in good faith to execute all instruments,prepare all documents,and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. 1.8 Performance of Services. City Manager or Director of Planning Services as provided in Section 2.1 of this Agreement, shall have the right at any time during the term of this Agreement to order 1-31-18 the performance of services as generally described in the Scope of Services to perform extra or additional work beyond that specified in the Scope of Services or make changes by altering, adding to, or deducting from such Work. No Work may be undertaken unless a written order is first given by the City Manager or the Director of Planning Services to the Consultant, incorporating therein the identification and description of the Work to be performed, a maximum or not to exceed amount for such Work, and the time to perform this Agreement. 1.9 Unauthorized Aliens. Consultant hereby represents and warrants that it will comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of any work and/or services under this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to reimburse City for any and all liabilities, actions, suits, claims, demands,losses;costs,judgments, arbitration awards,settlements,damages,demands;orders,or penalties which arise out of or are related to such employment, together with any and all costs, including attorneys' fees, incurred by City. 2.0 COMPENSATION 2.1 Maximum Contract Amount. City and Consultant hereby acknowledge and agree that the scope of services required by this Agreement will vary dependent upon the number, type, and extent of the services or work the Consultant shall provide; and no guarantee of the extent or the type of services required of Consultant under the terms of this Agreement is made by the City. The annual level of services required by this Agreement is unknown, and may significantly increase or decrease from year to year. In acknowledgement of the fact that the number and type of projects requiring the Consultant's services has not been identified for this contract, City and Consultant hereby acknowledge and agree that a specific "Maximum Contract Sum" shall be imposed on each separate project that the City may assign Consultant as provided in Section 1.8 and in this Section 2.1. Each such separate project shall be identified as a Task Order or a Purchase Order authorized by the Director of Planning Services or the City Manager as provided in this Section 2.1. For the services rendered pursuant to this Agreement, the Consultant shall be compensated in accordance with the "Schedule of Compensation" attached hereto as Exhibit "D" and incorporated herein by this reference. The method of compensation may include: (i) a lump sum payment upon completion, (ii) payment for time and materials based upon the Consultant's Schedule of Hourly Billing Rates as shown on Exhibit "D", or (iii) such other methods as may be specified in the Schedule of Compensation. Compensation shall include reimbursement for actual and necessary expenditures for reproduction costs, telephone expense,transportation expense, and all other necessary expenditures required to perform the professional services under this Agreement. Compensation shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City; Consultant shall not be entitled to any additional compensation for attending said meetings. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates, and that Consultant shall not be entitled to additional compensation therefore. It is expressly agreed that the maximum contract amount of this Agreement is undefined, and is subject to the number and type of projects requiring the Consultant's services throughout the duration of the term of this Agreement, if any. Consultant shall be entitled to compensation in accordance with separate City 1-31-18 ' authorized "Task Orders" (Purchase Orders) with corresponding Not-to-Exceed payment amounts established pursuant to the Consultant's Schedule of Hourly Billing Rates as shown on Exhibit "D". Consultant's compensation shall be limited to the amount identified on each separate, individually authorized Task Order corresponding to a project requiring the services of the Consultant. By approval of this Agreement, the City Council hereby authorizes the subsequent approval of individual Task Orders (Purchase Orders) in those amounts sufficient to cover the cost of required services (pursuant to Schedule "D") necessary for the projects. Subject to existing cost limits established by municipal code. 21 Method of Payment. Unless some other method of payment is specified in the Schedule of Compensation (Exhibit "D"), in any month in which Consultant wishes to receive,payment, no later than the tenth(10) working day of such month, Consultant shall submit to the City,in a form approved by the City's Finance Director,an invoice for services rendered prior to the date of the invoice. Such requests shall be based upon the amount and value of the services performed by Consultant and accompanied by such reporting data including an itemized breakdown of all costs incurred and tasks performed-during the period covered by the invoice, as may be required by the City. City shall use reasonable efforts to make payments to Consultant within forty-five (45) days after receipt of the invoice or a soon thereafter as is reasonably practical. There shall be a maximum of one payment per month. 2.3 Changes in Scope. In the event any change or changes in the Scope of Services is requested by the City, the Parties shall execute a written amendment to this Agreement, setting forth with particularity all terms of such amendment, including, but not limited to, any additional professional fees. An amendment may be entered into: (a) to provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product, or work; and/or (b) to provide for additional services not included in this Agreement or not customarily furnished in accordance witli generally accepted practice in Consultant's profession. 2.4 Appropriations. This Agreement is subject to and contingent upon funds being appropriated therefore by the Palm Springs City Council for each fiscal year covered by the Agreement. If such appropriations are not made, the City Manager may terminate this Agreement as provided in Section 8.3 of this Agreement; otherwise, there shall be no funding for any work or services and Consultant shall not be entitled to payment for any work or services that Consultant may provide. 3. SCHEDULE OF PERFORMANCE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement.- The time for completion of the services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the Work of this Agreement according to the agreed upon Schedule of Performance for each Task Order. 3.2 Schedule of Performance. Consultant shall commence the Services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all Services within the time period(s) established in the Schedule of Performance. When requested by Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer, but such extensions shall not exceed one hundred eighty (180) days cumulatively; however, the City shall not be obligated to grant such an extension. 1-31-18 3.3 Force Maieure. The time period(s) specified in the Schedule of Performance for performance of the Services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant (financial inability excepted), including, but not limited to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, and/or acts of any governmental agency, including the City, if Consultant, within ten (10) days of the commencement of such delay, notifies the City Manager in writing of the causes of the delay. The City Manager shall ascertain the facts and the extent of delay, and extend the time for performing the Services for the period of the enforced delay when and if in the judgment of the City Manager such delay is justified. The City Manager's determination shall be final and conclusive upon the Parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant's sole remedy being extension of the Agreement pursuant to this section. 3.4 Term. Unless earlier terminated under the terms of this Agreement, this Agreement shall continue in full force and effect for three (3) years. At the sole discretion of the City Manager, upon written notice to Consultant and mutual agreement, the term of this Agreement may be extended for two (2) additional one (1) year terms. 4. COORDINATION OF WORK 4.1 Representative of Consultant. The following principal of Consultant is hereby designated as being the principal and representative of Consultant authorized to act in its behalf with respect to the Services to be performed under this Agreement and make all decisions in connection therewith: Christine Lazzaretto. It is expressly understood that the experience, knowledge, education, capability,expertise, and reputation of the foregoing principal is a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principal shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services performed hereunder. The foregoing principal may not be changed by Consultant without prior written approval of the Contract Officer. 4.2 Contract Officer. The Contract Officer shall be such person as may be designated by the City Manager of City, and is subject to change by the City Manager. It' shall be the Consultant's responsibility to ensure that the Contract Officer is kept fully informed of the progress of the performance of the Services, and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement. 4.3 Prohibition Against Subcontracting or Assignments. The experience, knowledge, capability, expertise, and reputation of Consultant, its principals and employees, were a substantial inducement for City to enter into this Agreement. Therefore, Consultant shall not assign the performance of this Agreement,nor any part thereof,nor any monies due hereunder, voluntarily or by operation of law, without the prior written consent of City. Consultant shall not contract with any other entity to perform the Services required under this Agreement without the prior written consent of City. If Consultant is permitted to subcontract any part of this Agreement by City, Consultant shall be responsible to City for the acts and omissions of its sub-Consultant(s) in the same manner as it is for persons directly employed. 1-31-18 Nothing contained in this Agreement shall create any contractual relationships between any sub- Consultant and City. All persons engaged in the Work will be considered employees of Consultant. City will deal directly with and will make all payments to Consultant. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written consent of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release Consultant or any surety of Consultant from any liability hereunder without the express written consent of City. 4.+ Independent Consultant. A. The legal relationship between the Parties is that of an independent Consultant, and nothing herein shall be deemed to make Consultant a City employee. During the performance of this Agreement, Consultant and its officers, employees, and agents shall act in an independent capacity and shall not act as City officers or employees. The personnel performing the Services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of its officers, employees, or agents, except as set forth in this Agreement. Consultant, its officers, employees, or agents shall not maintain an office or any other type of fixed business location at City's offices. City shall have no voice in the selection, discharge, supervision, or control of Consultant's employees, servants, representatives, or agents, or in fixing their number, compensation, or hours of service. Consultant shall pay all wages, salaries, and other amounts due its employees in connection with this Agreement and shall be responsible for all reports and obligations respecting them, including but not limited to social security income tax withholding, unemployment compensation, workers' compensation, and other similar matters. City shall not in any way or for any purpose be deemed to be a partner of Consultant in its business or otherwise a joint venturer or a member of any joint enterprise with Consultant. B. Consultant shall not incur or have the power to incur any debt, obligation, or liability against City, or bind City in any manner. C. No City benefits shall be available to Consultant, its officers, employees, or agents in connection with any performance under this Agreement. Except for professional fees paid to Consultant as provided for in this Agreement, City shall not pay salaries, wages, or other compensation to Consultant for the performance of Services under this Agreement. City shall not be liable for compensation or indemnification to Consultant, its officers, employees, or agents, for injury or sickness arising out of performing Services hereunder. If for any reason any court or governmental agency determines that the City has financial obligations, other than pursuant to Section 2 and Subsection 1.8 herein, of any nature relating to salary, taxes, or benefits of Consultant's officers, employees, servants, representatives, sub- Consultants, or agents, Consultant shall indemnify City for all such financial obligations. 5. INSURANCE 5.1 Types of Insurance. Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, the insurance described herein for the duration of this 1-3f-18 Agreement, including any extension thereof, or as otherwise specified herein, against claims which may arise from or in-connection with the performance of the Work hereunder by Consultant, its agents, representatives, or employees. In the event the City Manager determines that the Work or Services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the City Manager or his designee. Consultant shall immediately substitute any insurer whose A.M. Best rating drops below the levels specified herein. Except as otherwise authorized below for professional liability (errors and omissions) insurance, all insurance provided pursuant to this Agreement shall be on an occurrence basis. The minimum amount of insurance required hereunder shall be as follows: A. Errors and Omissions Insurance. Consultant shall obtain and maintain in full force and effect throughout the term of this Agreement, standard industry form professional liability (errors and omissions) insurance coverage in an amount of not less than one million dollars ($1,000,000.00) per occurrence and two-million dollars ($2,000,000.00) annual aggregate, in accordance with the provisions of this section. (1) Consultant shall either: (a) certify in writing to the City that Consultant is unaware of any professional liability claims made against Consultant and is unaware of any facts which may lead to such a claim against Consultant;or(b) if Consultant does not provide the certification pursuant to (a), Consultant shall procure from the professional liability insurer an endorsement providing that the required limits of the policy shall apply separately to claims arising from errors and omissions in the rendition of services pursuant to this Agreement. (2) If the policy of insurance is written on a "claims made" basis, the policy shall be continued in full force and effect at all times during the term of this Agreement, and for a period of three (3) years from the date of the completion of the Services provided hereunder. In the event of termination of the policy during this period, Consultant shall obtain continuing insurance coverage for the prior acts or omissions of Consultant during the course of performing Services under the terms of this Agreement. The coverage shall be evidenced by either a new policy evidencing no gap in coverage, or by obtaining separate extended "tail" coverage with the present or new carrier or other insurance arrangements providing for complete coverage, either of which shall be subject to the written approval by the City Manager. (3) In the event the policy of insurance is written on an "occurrence" basis, the policy shall be continued in full force and effect during the term of this Agreement, or until completion of the Services provided for in this Agreement, whichever is later. In the event of termination of the policy during this period,new coverage shall immediately be obtained to ensure coverage during the entire course of performing the Services under the terms of this Agreement. B. Workers' Compensation Insurance. Consultant 'shall obtain and maintain, in full force and effect throughout the term of this Agreement, workers' compensation insurance in at least the minimum statutory amounts, and in compliance with all other statutory requirements, as required by the State of California. Consultant agrees to waive and obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City and to require each of its sub-Consultants, if any,to do likewise under their workers' compensation insurance policies. If Consultant has no employees, Consultant shall complete the City's Request for Waiver of 1-31-18 Workers' Compensation Insurance Requirement form. C. Commercial General Liability Insurance. Consultant shall obtain and maintain, in full force and effect throughout the term of this Agreement, a policy of commercial general liability insurance written on a per occurrence basis with a combined single limit of at least one million dollars ($1,000,000.00) and two million dollars ($2,000,000.00) general,aggregate for bodily injury and property damage including coverages for contractual liability, personal injury, independent Consultants, broad form property damage, products and completed operations. D. Business Automobile Insurance. Consultant shall obtain and maintain, in full force and effect throughout the term of this Agreement, a policy of business automobile liability insurance written on a per occurrence basis with a single limit liability in the amount of one million dollars ($1,000,000.00) bodily injury and property damage. The policy shall include coverage for owned, non- owned, leased, and hired cars. E. Employer Liability Insurance. Consultant shall obtain and maintain, in full force and effect throughout the term of this Agreement, a policy of employer liability insurance written on a per occurrence basis with a policy limit of at least one million dollars ($1,000,000.00) for bodily injury or disease. 5.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City Manager prior to commencing any work or services under this Agreement. Consultant guarantees payment of all deductibles and self-insured retentions. City reserves the right to reject deductibles or self-insured retentions in excess of.$10,000, and the City Manager may require evidence of pending claims and claims history as well as evidence of Consultant's ability to pay claims for all deductible amounts and self-insured retentions proposed in excess of$10,000. 5.3, Other Insurance Requirements. The following provisions shall apply to the insurance policies required of Consultant pursuant to this Agreement: 5.3.1 For any claims related to this Agreement,Consultant's coverage shall be primary insurance as respects City and its officers, council members, officials, employees, agents, and volunteers.. Any insurance or self-insurance maintained by the City and its officers,council members, officials, employees, agents, and volunteers shall be in excess of Consultant's insurance and shall not contribute with it. 5.3.2 Any failure to comply with reporting or other provisions of the policies,including breaches of warranties,.shall not affect coverage provided to City and its officers, council members, officials, employees, agents, and volunteers. 5.3.3 All insurance coverage and limits provided by Consultant and available or applicable to. this Agreement are intended to apply to each insured,including additional insureds,against whom a claim is made or suit is brought to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations shall limit the application of such insurance coverage. 5.3.4 None of the insurance coverages required herein will be in compliance with these I-31-18 requirements if they include any limiting endorsement which substantially impairs the coverages set forth herein (e.g., elimination of contractual liability or reduction of discovery period), unless the endorsement has first been submitted to the City Manager and approved in writing. 5.3.5 Consultant agrees to require its insurer to modify insurance endorsements to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the endorsements. Certificates of insurance will not be accepted in lieu of required endorsements, and submittal of certificates without required endorsements may delay commencement of the Project. It is Consultant's obligation to ensure timely compliance with all insurance submittal requirements as provided herein. 5.3.6 Consultant agrees to ensure that sub-Consultants, and any other parties involved with the Project who are brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with sub-Consultants and others engaged in the Project will be submitted to the City for review. f 5.3.7 Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any insurance requirement in no way imposes any additional obligations on the City nor does it waive any rights hereunder in this or any other regard. 5.3.8 Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. Endorsements as required in this Agreement applicable to the renewing or new coverage shall be provided to City no later than ten (10) days prior to expiration of the lapsing coverage. 5.3.9 Requirements of specific insurance coverage features or limits contained 1n this section are not intended as limitations on coverage, limits, or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue, and is not intended by any party or insured to be limiting or all-inclusive. 5.3.10 The requirements in this section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this section. 5.3.11 Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the Work performed under this Agreement and for any other claim or loss which may reduce the insurance available to pay claims arising out of this Agreement. City assumes no obligation or liability by such notice, but has the right (but 1-31-18 not the duty) to monitor the handling of any such claim or claims if they are likely to involve City, or to reduce or dilute insurance available for payment of potential claims. 5.3.12 Consultant agrees that the provisions of this section shall not be construed as limiting in any way the extent to which the Consultant may be held responsible for the payment of damages resulting from the Consultant's activities or the activities of any person or person for.which the Consultant is otherwise responsible. 5.4 Sufficiency of Insurers. Insurance required herein shall be provided by authorized insurers in good standing with the State of California. Coverage shall be provided by insurers admitted in the State of California with an A.M. Best's Key Rating of B++, Class VII, or better, unless such requirements are waived in writing by the City Manager or his designee due to unique circumstances. 5.5 Verification of Coverage. Consultant shall furnish City with both certificates of insurance and endorsements, including additional insured endorsements, affecting all of the coverages required by this Agreement. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All proof of insurance is to be received and approved by the City before work commences. City reserves the right to require Consultant's insurers to provide complete, certified copies of all required insurance policies at any time. Additional insured endorsements are not required for Errors and Omissions and Workers' Compensation policies. Verification of Insurance coverage may be provided by: (1) an approved General and/or Auto Liability Endorsement Form for the City of Palm Springs or (2) an acceptable Certificate of Liability Insurance Coverage with an approved Additional Insured Endorsement with the following endorsements stated on the certificate: 1. "The City of Palm Springs, its officials, employees, and agents are named as an additional insured..." ("as respects City of Palm Springs Contract No. "or 'for any and all work performed with the City"may be included in this statement). 2. "This insurance is primary and non-contributory over any insurance or self-insurance the City may have..." ("as respects City of Palm Springs Contract No. " or 'for any and all work performed with the City" may be included in this statement). 3. "Should any of the above described policies be canceled before the expiration date thereof, the issuing company will mail 30 days written notice to the Certificate Holder named." Language such as, "endeavor to" mail and "but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents or representative" is not acceptable and must be crossed out. 4. Both the Workers' Compensation and Employers' Liability policies shall contain the insurer's waiver of subrogation in favor of City, its elected officials, officers, employees, agents, and volunteers. In addition to the endorsements listed above,the City of Palm Springs shall be named the certificate holder on the policies. All certificates of insurance and endorsements are to be received and approved by the City before work commences. All certificates of insurance must be authorized by a person with authority to bind coverage, whether that is the authorized agent/broker or insurance underwriter. Failure to obtain I-31-18 the required documents prior to the commencement of work shall not waive the Consultant's obligation to provide them. 6. INDEMNIFICATION 6.1 .To the fullest extent permitted by law, Consultant shall defend (at Consultant's sole cost and expense), indemnify,protect,and hold harmless City,its elected officials, officers,employees, agents, and volunteers (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, penalties, and expenses including legal costs and attorney fees (collectively "Claims"), including but not limited to Claims arising from injuries to or death of persons (Consultant's employees included), for damage to property, including property owned by City, from any violation of any federal, state, or local law or ordinance, and from errors and omissions committed by Consultant, its officers, employees, representatives, and agents, that arise out of or relate to Consultant's performance under this Agreement. This indemnification clause excludes Claims arising from the sole negligence or willful misconduct of the City, its elected officials, officers, employees, agents, and volunteers. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit Consultant's indemnification obligation or other liability under this Agreement. Consultant's indemnification obligation shall survive the expiration or earlier termination of this Agreement until all actions against the Indemnified Parties for such matters indemnified are fully and finally barred by the applicable statute of limitations or, if an action is timely filed, until such action is final. This provision is intended for the benefit of third party Indemnified Parties not otherwise a party to this Agreement. 6.2 Design Professional Services Indemnification and Reimbursement. If the Agreement is determined to be a "design professional services agreement" and Consultant is a "design professional" under California Civil Code Section 2782.8, then: A.To the fullest extent permitted by law, Consultant shall indemnify, defend (at Consultant's sole cost and expense), protect and hold harmless City and its elected officials,officers, employees, agents and volunteers and all other public agencies whose approval of the project is required, (individually "Indemnified Party"; collectively"Indemnified Parties") against any and all liabilities, claims,judgments, arbitration awards, settlements, costs, demands, orders and penalties (collectively "Claims"), including but not limited to Claims arising from injuries or death of persons (Consultant's employees included) and damage to property, which Claims arise out of, pertain to, or are related to the negligence, recklessness or willful misconduct of Consultant, its agents, employees, or sub-Consultants, or arise from Consultant's negligent, reckless or willful performance of or failure to perform any term, provision, covenant or condition of this Agreement ("Indemnified Claims"), but Consultant's liability for Indemnified Claims shall be reduced to the extent such Claims arise from the negligence, recklessness or willful misconduct of the City and its elected officials. Officers, employees, agents and volunteers. B. Consultant shall reimburse the Indemnified Parties for any reasonable expenditures, including reasonable attorneys' fees, expert fees, litigation costs, and expenses that each Indemnified Party may incur by reason of Indemnified Claims. Upon request by an Indemnified Party, Consultant shall defend with legal counsel reasonably acceptable to the Indemnified Party all Claims against the Indemnified Party that may arise out of, pertain to, or relate to Indemnified Claims, whether or not Consultant is named as a party to the Claim proceeding. The determination whether a Claim "may arise out of, pertain to, or relate to Indemnified Claims" shall be based on the allegations made in the Claim and the facts known or 1-31-18 subsequently discovered by the Parties. Consultant's indemnification obligation hereunder shall survive the expiration or earlier termination of this Agreement until all actions against the Indemnified Parties for such matters indemnified hereunder are fully and finally barred by the applicable statute of limitations or, if an action is timely filed, until such action is final. C. The Consultant shall require all non-design-profession sub-Consultants, used or sub-contracted by Consultant to perform the Services or Work required under this Agreement, to execute an Indemnification Agreement adopting the indemnity provisions in sub-section 6.1 in favor of the Indemnified Parties. In additions, Consultant shall require all non-design-professional sub-Consultants, used or sub-contracted by Consultant to perform the Services or Work required under this Agreement, to obtain insurance that is consistent with the Insurance provisions as set forth in this Agreement, as well as any other insurance that may be required by Contract Officer. 7. REPORTS AND RECORDS 7.1 Accounting Records. Consultant shall keep complete, accurate, and detailed accounts of all time,costs,expenses,and expenditures pertaining in any way to this Agreement. Consultant shall keep such books and records as shall be necessary to properly perform the Services required by this Agreement and to enable the Contract Officer to evaluate the performance of such Services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records. 7.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the Services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of the Work and Services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the Work or Services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of such fact, circumstance, technique, or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed. 7.3 Ownership of Documents. All drawings, specifications, reports, records, documents, memoranda, correspondence, computations, and other materials prepared by Consultant, its employees, sub-Consultants, and agents in the performance of this Agreement shall be the property of City and shall be promptly delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership of the documents and materials hereunder. Any use of such completed documents for other projects and/or use of incomplete documents without specific written authorization by the Consultant will be at the City's sole risk and without liability to Consultant, and the City shall indemnify the Consultant for all damages resulting therefrom. Consultant may retain copies of such documents for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. Consultant shall ensure that all its sub-Consultants shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. 1-31-18 7.4 Release of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer. All information gained by Consultant in the performance of this Agreement shall be considered confidential and shall not be released by Consultant without City's prior written,authorization. 7.5 Audit and Inspection of Records. After receipt of reasonable notice and during the regular business hours of City, Consultant shall provide City, or other agents of City, such access to Consultant's books, records, payroll documents, and facilities as City deems necessary to examine, copy, audit, and inspect all accounting books, records, work data, documents, and activities directly related to Consultant's performance under this Agreement. Consultant shall maintain such books,records,data,and documents in accordance with generally accepted accounting principles and shall clearly identify and make such items readily accessible to such parties during the term of this Agreement and for a period of three (3) years from the date of final payment by City hereunder. 8. ENFORCEMENT OF AGREEMENT 8.1 California Law and Venue.This Agreement shall be construed and interpreted both as to validity and as to performance of the Parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such County, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 8.2-. Interpretation. This Agreement shall be construed as a whole according to its fair language and common meaning to achieve the objectives and purposes of the Parties. The terms of this Agreement are contractual and the result of negotiation between the Parties. Accordingly, any rule of construction of contracts (including, without limitation, California Civil Code Section 1654) that ambiguities are to be construed against the drafting party, shall not be employed in the interpretation of this Agreement. The caption headings of the various sections and paragraphs of this Agreement are for convenience and identification purposes only and shall not be deemed to limit, expand, or define the contents of the respective sections.or paragraphs. 8.3 Termination. City may terminate this Agreement for its convenience at any time,without cause, in whole or.in part, upon giving Consultant thirty (30) days written notice. Upon such notice, City shall pay Consultant for Services performed through the date of termination. Upon receipt of such notice, Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. Thereafter, Consultant shall have no further claims against the City under this Agreement. Upon termination of the Agreement pursuant to this section, Consultant shall submit to the City an invoice for work and services performed prior to the date of termination. In addition,the Consultant reserves the right to terminate this Agreement at any time, with or without cause, upon sixty (60) days written notice to the City, except that where termination is due to material default by the City,the period of notice may be such shorter time as the Consultant may determine. 8.4 Default of Consultant. A. Consultant's 'failure to comply with any provision of this Agreement shall 1-31-18 constitute a default. 13. If the City Manager, or his designee, determines that Consultant is in default in the performance of any of the terms or conditions of this Agreement,he/she shall notify Consultant in writing of such default. Consultant shall have ten (10) days, or such longer period as City may designate, to cure the default by rendering satisfactory performance. In the event Consultant fails to cure its default within such period of time, City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice of any remedy to which City may be entitled at law, in equity, or under this Agreement. Consultant shall be liable for any and all reasonable costs incurred by City as a result of such default. Compliance with the provisions of this section shall not constitute a waiver of any City right to take legal action in the event that the dispute is not cured,provided that nothing herein shall limit City's right to terminate this Agreement without cause pursuant to Section 8.3. C. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 8.4.13, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the Services required hereunder exceeds the Maximum Contract Amount (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. The withholding or failure to withhold payments to Consultant shall not limit Consultant's liability for completion of the Services as provided herein. 8.5 Waiver. No waiver of any provision of this Agreement shall be effective unless in writing and signed.by a duly authorized representative of the Party against whom enforcement of a waiver is sought. Any waiver by the Parties of any default or breach of any covenant, condition, or term contained in this Agreement, shall not be construed to be a waiver of any subsequent or other default or breach, nor shall failure by the Parties to require exact, full, and complete compliance with any of the covenants, conditions, or terms contained in this Agreement be construed as changing the terms of this Agreement in any manner or preventing the Parties from enforcing the full provisions hereof. 8.6 Rights and Remedies Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other Party. 8.7 Legal Action. In addition to any other rights or remedies, either Party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. 8.8 Attorney Fees. In the event any dispute between the Parties with respect to this Agreement results in litigation or any non judicial proceeding, the prevailing Party shall be entitled, in addition to such other relief as may be granted, to recover from the non-prevailing Party all reasonable costs and expenses, including but not limited to reasonable attorney fees, expert consultant fees, court costs and all fees, costs, and expenses incurred in any appeal or in collection of any judgment entered in such 1-31-18 proceeding. To the extent authorized by law, in the event of a dismissal by the plaintiff or petitioner of the litigation or non judicial proceeding within thirty(30) days of the date set for trial or hearing, the other Party shall be deemed to be the prevailing Party in such litigation or proceeding. 9. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 9.1 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. 9.2 Conflict of Interest. Consultant acknowledges that no officer or employee of the City has or shall have any direct or indirect financial interest in this Agreement nor shall Consultant enter into any agreement of any kind with any such officer or employee during the term of this Agreement and for one year thereafter. Consultant warrants that Consultant has not paid or given, and will not pay or give, any third party any money or other consideration in exchange for obtaining this Agreement. 9.3 Covenant Against Discrimination. In connection with its performance under this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of actual or perceived race, religion, color, sex, age, marital status, ancestry, national origin ( i.e.,place of origin, immigration status, cultural or linguistic characteristics, or ethnicity), sexual orientation, gender identity,gender expression,physical or mental disability,or medical condition(each a"prohibited basis"), Consultant shall ensure that applicants are employed, and that employees are treated during their employment, without regard to any prohibited basis. As a condition precedent to City's lawful capacity to enter this Agreement, and in executing this Agreement, Consultant certifies that its actions and omissions hereunder shall not incorporate any discrimination arising from or related to any prohibited basis in any Consultant activity, including but not limited to the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship; and further, that Consultant is in full compliance with the provisions of Palm Springs Municipal Code Section 7.09.040, including without limitation the provision of benefits, relating to non-discrimination in city contracting. 10. MISCELLANEOUS PROVISIONS 10.1 Patent and Copvright Infringement. A. To the fullest extent permissible under law, and in lieu of any other warranty by City or Consultant against patent or copyright infringement, statutory or otherwise, it is agreed that Consultant shall defend at its expense any claim or suit against City on account of any allegation that any item furnished under this Agreement, or the normal use or sale thereof arising out of the performance of this Agreement, infringes upon any presently existing U.S. letters patent or copyright and Consultant shall pay all costs and damages finally awarded in any such suit or claim, provided that Consultant is promptly notified in writing of the suit or claim and given authority, information and assistance at Consultant's expense for the defense of same, and provided such suit or claim arises out of, pertains to, or is related to the negligence,recklessness or willful misconduct of Consultant. However,Consultant will not indemnify 1-31-18 City if the suit or claim results from: (1) City's alteration of a deliverable, such that City's alteration of such deliverable created the infringement upon any presently existing U.S. letters patent or copyright; or (2) the use of a deliverable in combination with other material not provided by Consultant when it is such use in combination which infringes upon an existing U.S. letters patent or copyright. B. Consultant shall have sole control of the defense of any such claim or suit and all negotiations for settlement thereof, Consultant shall not be obligated to indemnify City under any settlement made without Consultant's consent or in the event City fails to cooperate in the defense of any suit or claim, provided, however, that such defense shall be at Consultant's expense. If the use or sale of such item is enjoined as a result of the suit or claim, Consultant, at no expense to City, shall obtain for City the right to use and sell the item, or shall substitute an equivalent item acceptable to City and extend this patent and copyright indemnity thereto. 10.2 Notices. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered, sent by pre-paid First Class U.S. Mail, registered or certified mail, postage prepaid, return receipt requested, or delivered or sent by facsimile with attached evidence of completed transmission, and shall be deemed received upon the earlier of(i) the date of delivery to the address of the person to receive such notice if delivered personally or by messenger or overnight courier; (ii) five(5)business days after the date of posting by the United States Post Office if by mail; or(iii)when sent if given by facsimile. Any notice, request, demand, direction, or other communication sent by facsimile must be confirmed within forty-eight (48) hours by letter mailed or delivered. Other forms of electronic transmission such as e-mails, text messages, instant messages are not acceptable manners of notice required hereunder. Notices or other communications shall be addressed as follows: To City: City of Palm springs Attention: City Manager 3200 E. Tahquitz Canyon Way Palm Springs, Califomia92262 Telephone: (760) 323-8204 Facsimile (760) 323-8332 To Consultant: Historic Resources Group Attention: Andrea Humberger, Business Operations Principal 12 S. Fair Oaks Av Ste 200 Pasadena, CA 9 1 105-3 8 1 6 626-793-2400 10.3 Entire Agreement. This Agreement constitutes the entire agreement between the Parties and supersedes all prior negotiations, arrangements, agreements, representations, and understandings, if any, made by or among the Parties with respect to the subject matter hereof. No amendments or other modifications of this Agreement shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees. 10.4 Severability. Whenever possible, each provision of this Agreement shall be interpreted in such a manner as to be effective and valid under applicable law, but if any provision of this Agreement shall be determined to be invalid by a final judgment or decree of a court of competent jurisdiction, such provision shall be ineffective only to the extent of such prohibition or invalidity, without invalidating the 1-31-18 reminder of that provision, or the remaining provisions of this Agreement unless the invalid provision is so material that its invalidity deprives either Party of the basic benefit of their bargain or renders this Agreement meaningless. 10.5 Successors in Interest. This Agreement shall be binding upon and inure to the benefit of the Parties' successors and assignees. 10.6 Third Party Beneficiary. Except as may be expressly provided for herein, nothing contained in this Agreement is intended to confer, nor shall this Agreement be construed as conferring, any rights, including, without limitation, any rights as a third-party beneficiary or otherwise, upon any entity or person not a party hereto. ' 10.7 Recitals. The above-referenced Recitals are hereby incorporated into the Agreement as though fully set forth herein and each Party acknowledges and agrees that such Party is bound, for purposes of this Agreement, by the same. 10.8. Corporate Authority. Each of the undersigned represents and warrants that (i) the Party for which he or she is executing this Agreement is duly authorized and existing, (ii) he or she is duly authorized to execute and deliver this Agreement on behalf of the Party for which he or she is signing, (iii) by so executing this Agreement, the Party for which he or she is signing is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which the Party for which he or she is signing is bound. (SIGNATURES ON FOLLOWING PAGE) 1-31-18 IN WITNESS WHEREOF, the City and the Consultant have caused this Agreement to be executed the day and year first above written. ATTEST: CONTENTSAPPROVED: CITY OF PALM SPRINGS, CA By Anthon ejia, C1 Cler DavidH. Ready, City er Date: o ?A Date: APPROVED AS TO FORM: APPROVED BYCITY COUNCIL: By Date: -tU Agreement No. Jeffrey 9. Ba inger, City Attorney Date: A�I 2 TQ2 So svCr[YCOUNCIL n CONSULTANT n vs T Gv Name: Historic Resources Group Check one: _Individual X Partnership_Corporation Corporations require two notarized signatures: One signature must be from Chairman of Board, President, or any Vice President. The second signature must be from the Secretary, Assistant Secretary, Treasurer, Assistant Treasurer, or Chief Financial Officer. Address: 12 S Fair Oaks Ave Ste 200 Pasadena, CA 91105 - 3816 By: a'6'!W Signature (notariz ) Name: Andrea Humbereer Title: Business Operations Princi awl_ 1-31-18 EXHIBIT"A" SCOPE OF SERVICES SCOPE OF SERVICES: The scope of services and principal responsibilities may include, but are not limited to, the following (all services may or may not be necessary on each project): HISTORIC RESOURCE REPORTS: 1. Kick-off meeting (may typically be handled telephonically). 2. Evaluation of site or resource(including possible site visit). 3. Background data research on the subject site, object, building, landscape and/or resource. (including City building permits, organizations such as the Palm Springs Historical Society, the California Digital Newspaper Collection and other publications, chain of title (title reports), and any other sources of archival information. 4. Evaluation of the site against the qualifications and criteria outlined in the City's historic preservation ordinance (PSMC 8.05). 5. Preparation of a written report describing and documenting the site, its qualifications and any other relevant information that supports the consultants' evaluation of the site against the criteria in the City's historic preservation ordinance. (Note: report submittal will be first in screen check draft format which will be reviewed by City staff for final edits for submittal of final report. 6. Telephonic or in person meetings with City staff and/or HSPB and/or City Council as required. OTHER HISTORIC RESOURCE PROFESSIONAL SERVICES SUCH AS: • Apply the National Park Services' criteria for evaluating historic properties and California standards. • Use and application of the standard industry "DPR forms". • Provide historic resource assessments for environmental review compliance under programs, including the California Environmental Quality Act ("CEQA"), including archaeological reports and assessments. Develop other historic preservation related documents such as Historic District Design Guidelines. • Analyze and prepare focused context statements and evaluation of sites in areas under consideration for historic district nomination • Ability to conduct field surveys as needed on individual sites for purposes of, or in conjunction with, completing historic resource reports. • Ability to complete nomination packages for submission for consideration of listing on the National Register of Historic Places. • Review development projects for compliance with the Secretary of the Interior's Standards. It will be the responsibility of the successful firm(s) or consultant(s) to determine the necessary staffing and other resources required to perform the scope of services. The City will NOT provide dedicated work space or office space, city staff or city resources, printing or copying services, or clerical assistance in the performance of this agreement. The City reserves the right to perform any portion of the scope of work with City personnel and/or by other Consultants. The format for all text documents, tables, charts, photographs and/or illustrations shall be 8 1/2" x I vertical with 12-point"Times" or"Arial" font for the main body of text. If oversize documents or diagrams are necessary, they maybe formatted up to 11" x 17". Document covers for all related documents shall be coordinated so they appear as a"set'. All hard copy administrative drafts, drafts, and final documents shall be single-sided, black ink, on white or light recycled stock paper. Coldr may be used for images, photographs and/or other types of illustrations that may be necessary to include in the report. The reports, both draft and final shall be provided in both paper copy and electronically on disk or thumb drive. The City is not providing any specifics at this time regarding any anticipated projects that may be contemplated in the future. This is an on-call services agreement for an extended multi-year term. Projects will be assigned to firms as the City deems appropriate and necessary. EXHIBIT`B" CITY'S REQUEST FOR PROPOSALS (A copy of the City's Request for Proposal is on file with the office of the City Clerk.) EXHIBIT"C" CONSULTANT'S PROPOSAL (See attached.) PREPARED FOR City of Palm Springs Procurement and Contracting Department 320o E. Tahquitz Canyon Way Palm Springs, CA 92262 Attention: Craig Gladders, C.P.M. Procurement & Contracting Manager . A J- t 7 m ' I l 1{ I ^vy P Palm Canyon Drive, Palm Springs, n.d. Los Angeles Public Library/Security Pacific National Bank Collection. PROPOSAL City of Palm Springs On-Call Historic Resource Professional Services January 1¢, .2020 HISTORIC RESOURCES GROUP 12 S.Fair Oaks Avenue,Suite 200,Pasadena,CA 91105-3816 Telephone 626 793 2400,Facsimile 626 793 2401 w .historicresourcesgroup.com TABLE OF CONTENTS Cover Letter Section A: Firm, Staff, Team Qualifications A.I. Attachment A and Attachment B A.2. Firm Background and Qualifications A.3. Sub-Contractor Firm A.4. Key Staff/Team Members Qualifications A.5. Example Historic Resource Reports & References A.6. Understanding of Broad Patterns of the Historic Development and Architectural Significance of the Built Environment of Palm Springs Section B: Proposal Organization, Conformance and Firm's Understanding of Project and Scope of Work B.1. Review and Verification of Proper Organization, Format, Order and Conformance of Proposal B.2. Project Understanding B.3. Potential Key Issues & Effective Resolution Section C: Firm Experience and Ability to Provide Historic Resource Professional Services C.I. Ability to Turn-Around Project Assignments in a Timely Manner C.2. Analyze and Prepare Historic Resources Reports for Modern Sites/Buildings and those that have not yet reached fifty years of age C.3. Apply the National Park Service's criteria for evaluating Historic Properties CA. Use and Application of the Standard Industry DPR 523 Forms C.5. Provide Historic Resource Assessments for Environmental Review Compliance Under Programs Including the California Environmental Quality Act (CEQA), Including Archaeological Reports and Assessments C.6. Develop Other Historic Preservation-related Documents C.7. Analyze and Prepare Focused Context Statements and Evaluation of Sites for Historic District Nominations C.8. Conduct Field Surveys on Individual Sites to Complete Historic Resource Reports C.9. Complete,Nomination Packages for Listing on the National Register of Historic Places C.10. Review Development Projects for Compliance with the Secretary of the Interior's Standards Section D: Local Preference D.I."Local Preference Ordinance D.2. Team Members with Local Expertise Sample Reports PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP City of Palm Springs Procurement and Contracting Department 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 Dear Mr. Gladders: We are pleased to submit this proposal to the City of Palm Springs in response to Request for Proposals #08-20 to provide the City with On-Call Historic Resource Professional Services. Historic Resources Group, LLC (HRG) is a California Limited Liability Company founded in 1989. With its multi-disciplinary blend of professionals, knowledge of .the history, development, and existing conditions of the built environment of Southern California, and demonstrated expertise in identifying and evaluating historic resources, HRG is exceptionally qualified to perform the tasks outlined in the RFP. HRG has the in-house expertise to support the needs of the City of Palm Springs for all potential tasks listed in the RFP and we are including a subconsultant to assist with archaeo/paleo, if needed. Our staff is composed of architectural historians, architects; historians, planners who are committed to providing clients with expert counsel and quality work product. All HRG professional staff meet or exceed the Secretary of the Interior's Professional Qualifications for Historic Preservation Professionals in the disciplines of History, Architectural History, Historic Preservation Planning, and/or Historic Architecture. Our selected subconsultant, Paleo Solutions, Inc., has well-qualified professionals specializing in archaeology and paleontology, with broad experience in Southern .California and beyond. Staff meet and exceed the Secretary of the Interior's Professional Qualifications for Archaeology. Thank you for considering our proposal. Please feel free to contact Holly Kane at (626) 793-2400 x115 or holly@historicresourcesgroup.com if you have any questions, or if you would like to schedule a formal presentation. Sincerely, Christine azzaretto Managing Principal PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP Section A: Firm, Staff, Team Qualifications A.I. Attachment A, Addendum 1 , and Attachment B Attached on following pages. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 1 ATTACHMENT "A" *THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR TECHNICAL/WORK PROPOSAL(Envelope#1)* REQUESTS FOR PROPOSALS(RFP) #'08-20 ON-CALL HISTORIC RESOURCE REPORT SERVICES SIGNATURE AUTHORIZATION NAME OF COMPANY(PROPOSER): Historic Resources Group BUSINESS ADDRESS: 12 S. Fair Oaks Avenue, Suite 200, Pasadena CA 91105-3816 TELEPHONE: 626.793.2400 CELL PHONE 626.497.9172 FAX 626.793.2401 CONTACT PERSON Christine Lazzaretto EMAIL ADDRESS HRG aa)HistodcResourcesGrouo.com A. I hereby certify that I have the authority to submit this Proposal to the City of Palm Springs for the above listed individual or company. I certify that I have the authority to bind myself/this company in a contract should I be successful in my proposal. Christine Lazzaretto, Managing Principal PR NTF NAME AND TI LE . q SIGNAT AND DATE B. The following information relates to the legal contractor listed above, whether an individual or a company. Place check marks as appropriate: 1. If successful, the contract language should refer to me/my company as: An individual; X A partnership, Partners' names: Christine Lazzaretto Paul D. Travis Andrea Humbegger _A company; _A corporation If a corporation, organized in the state of: 2. My tax identification number is: 95-4244555 Please check below IF your firm qualifies as a Local Business as defined in the RFP: _A Local Business (licensed within the jurisdiction of the Coachella Valley). Copy of current business license is required to be attached to this document. ADDENDA ACKNOWLEDGMENT: Acknowledgment of Receipt of any Addenda issued by the.City for this RFP is required by including the acknowledgment with your proposal. Failure to acknowledge the Addenda issued may result in your proposal being deemed non-responsive. In the space provided below, please acknowledge receipt of each Addenda: Addendum(s)# 1 is/are hereby acknowledged. 15 2 QF 4A LAI 9 N y_Yeti Q' ti y CITY OF PALM SPRINGS, CA REQUEST FOR PROPOSALS(RFP)08-20 ON-CALL HISTORIC RESOURCE PROFESSIONAL SERVICES ADDENDUM NO. 1 This Addendum is being issued for the following changes and informational items: THE FOLLOWING REVISIONS AND/OR ADDITIONS TO THE RFP DOCUMENT AND INSTRUCTIONS ARE TO BE INCLUDED AND SHALL TAKE PRECEDENCE OVER ANYTHING CONTRARY ON THE PREVIOUSLY ISSUED SPECIFICATIONS AND INSTRUCTIONS AND SHALL BE REFERRED TO HEREINAFTER AS PART OF THE CONTRACT DOCUMENTS. The City has received the following questions and is hereby providing_ answers thereto: Q 1: Is there an incumbent and, if so, which firm? A 1: No. Q 2: Are subcontractors required to complete the forms? A 2: No. Q 3: Please clarify the requirement under 6. Proposal Evaluation Criteria, Item C6. Proposal requirements for C6 are written different ways on 2 different pages, as follows: Page 5: Experience and ability to provide other historic resource professional services as defined in the RFP document, including one brief sample of a Historic District Design Guidelines document. Page 8: Develop other historic preservation related documents such as Historic District Design Guidelines. A 3: The successful firms will be capable of preparing and producing a variety of different historic preservation—related documents. For example:historic resource reports, historic district design guidelines, the ability to research a particular property and integrate the research findings into industry standard "DPR forms", and soon as described in Section C, C.1 through C.10. The RFP requests examples of the firm's work by the submittal of examples of two types of documents: (1) a typical Historic Resource Report as noted in A.5 on page 7 and(2)a typical Historic District Design Guideline document as noted in C.6 on page 8. 3 Q 4: Do the Historic Resource Report samples have to be for city clients? A 4: It is preferred, but not required, that the example historic resource reports be for City clients. As noted in section A.5, 2 but not more than 3 examples of historic resource reports is requested. Preferably(but not a requirement) one would be an example of a historic resource SITE report and one example would be for a,historic DISTRICT resource report. Q 5: For Historic District Design Guideline sample, what is the preferred type of sample? One section?A selection of typical pages from different sections? Other? A 5:A complete example of a Historic District Design Guidelines document is what is requested. ' These need not be voluminous examples, but rather the type of historic district design guidelines that provide simple outline design guideline parameters for the historic district for which it is written. Q 6: How much archeological services are anticipated? A 6: Very little as the vast majority of sites and districts that the City processes are NOT archaeological in nature. Q 7: Is.a current business license in the City of Palm Springs required to bid on the RFP? A 7: No. As stated on page 13 of the RFP, the selected firm (or firms in this case) will be required to obtain a City of Palm Springs business license. Q 8: Fee'Proposal: We typically provide a range for hourly rate by position. Is that acceptable? A 8: No. Q 9:Attachment E: Is the completed form required if there is nothing to disclose? A 9: While it would be highly unusual for a firm responding to this RFP to have nothing to disclose based upon the requirements set forth in the Form, you would need to provide a.written explanation as to why you believe you are exempt from disclosure. The City shall be the sole judge as to whether you are, or you are not, exempt and if your firm will be evaluated or not. Q 10: North Wind Resource Consulting is seeking confirmation on the manual signature requirement for Attachment C. Fees,/Costs Proposal/Rates. The proposal submittal requires six copies, including one original copy; however, only Attachment C specifically requires a manual signature. Would the City accept an electronic image of an original signature as a manual signature on all documents, including Attachment C? A 10: ALL Attachments(A, B, C, D and E) reguire original manual wet-signatures. Please refer to the "Signature" lines that are on EACH Attachment. Note that Attachment B must be Notarized. An electronic image is NOT acceptable as a substitution for an original wet-manual signature. 4 Q 11: Do we need to provide 6 hard copies of the 2-3 sample historic resource reports? If so, can be they be bound together with the RFP as appendices? A 11: Yes,please include copies of the requested historic resource reports in your. 6 bound copies of your proposal(1 marked original,plus 6 copies)—this will assist our evaluators as they review your proposal. Also be sure that any sample reports are,also included on your Thumb Drive (or disc) of your entire proposal. NOTE. the requested sample historic resource reports DO NOT COUNT toward the total page limit. *THE DEADLINE FOR QUESTIONS HAS PASSED; NO FURTHER QUESTIONS SHALL BE ACCEPTED. BY ORDER OF THE CITY OF PALM SPRINGS, CALIFORNIA Craig L. Gladdens, C.P.M. Procurement& Contracting Manager DATE: January 7, 2020 ADDENDUM ACKNOWLEDGMENT: Proposer Firm Name: oric Re ources Grp, LLC Authorized Signature: Dat Acknowledgment of Receipt of Addendum 1 is required by signing and including the acknowledgment with your submittal, or you may also acknowledge the Addenda on the bottom of Attachment A. Failure to acknowledge this Addendum may result in your submittal being deemed non- responsive. 5 ATTACHMENT"B" *THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR TECHNICALIWORK PROPOSAL(Envelope#1)* NON-COLLUSION AFFIDAVIT TO BE EXECUTED BY BIDDER AND NOTARIZED AND SUBMITTED WITH BID STATE OF CALIFORNIA) ss COUNTY OF RIVERSIDE) The undersigned, being first duly sworn, deposes and says that he or she is Andrea Humberger, Business Operations Principalof Historic Resources Group the party making the foregoing Proposal. That the Proposal is not made in the interests of, or on the behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the Proposal is genuine and not collusive or sham; that the Proposer has not directly or indirectly induced or solicited any other Proposer to put in a false or sham Proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any Proposer or anyone else to put in a sham Proposal, or that anyone shall refrain from Proposing; that the Proposer has, not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Proposal price of the Proposer.or any other Proposer, or to fix any overhead, profit; or cost element of the Proposal price, or of that of any other Proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the Proposal are true; and, further, that the Proposer has not, directly or indirectly, submitted his or her Proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereof, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, Proposal depository, or any other member or agent thereof to effectuate a collusive or sham Proposal. B : Title: Business Operations Principal Subscribed and sworn to before me this day of 2020. SEE ATTACHED CERTIFICATE 16 6 CALIFORNIA JURAT WITH AFFIANT STATEMENT GOVERNMENT CODE§6202 ❑See Attached Document(Notary to cross out lines 1-6 below) ❑See Statement Below (Lines 1-6 to be completed only by document signer[s],not Notary) Signature of Document Signer No. 1 Signature of Document Signer No. 2 rif any) A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached,and not the truthfulness,accuracy,or validity of that document. State of California Subscribed and swom to (or affirmed) before me County of b9sQ ��{� da on this, y of c. 202—J, Month Year by Date (and NameN of Signer(s) NATHANIELHOR.NE Notary Public-California proved to me on the basis of satisfactory evidence e Los Angeles County Commission M 2303507 to be the person(,$). who ap eared before me. My Comm.Expires Aug 30,2023 Signature Signature of Notary Public Seal Place Notary Seal Above OPTIONAL Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document Description of Attached Document r(1� Title or Type of Document:Nn ff 111s °' F 5�1 �i� Document Date: I I,Zd Number of Pages: Signer(s)Other Than Named Above: 7 A.2. Firm Background and Qualifications Historic.Resources Group (HRG) is exceptionally qualified to assist the City of Palm Springs with on-call historic resource consulting services. HRG has thirty years of experience.providing expert historic resources consulting to municipal and private clients in the Southern California region and beyond. Our firm's professional concentration is on the preservation of the built environment, and we are the only firm in the region to focus solely on historic preservation consulting. HRG is staff prepared the first Citywide Historic Resources Survey and Historic Context Statement for the City of Palm Springs, giving us a broad understanding of the history, patterns of development, and significant architects and architectural styles in the city. HRG has a staff of twelve that includes urban planners, architectural historians, historians, preservation architects, and GIS specialists. The HRG team is made up of experts in historic research, development of historic contexts and narratives, assessment of potential historic resources, identification of character-defining features, evaluation of potential impacts to historic resources, interpretation of the Secretary of the Interior's Standards and Guidelines for Historic Preservation, and rehabilitation and restoration methods. With multiple staff persons qualified for each potential project, HRG maintains the capability and flexibility to staff projects promptly and to ensure quality product. All HRG professional staff meet or exceed the Secretary of the Interior's Professional Qualifications for Historic Preservation Professionals in the disciplines of History, Architectural History, Preservation Planning and/or Historic Architecture. All work is informed by guidance and standards developed by the National Park Service and the California State Office of Historic Preservation where appropriate. Guiding documents include: The Secretary of the Interior's Standards for Preservation Planning, Identification, Evaluation and Registration; National Register Bulletin No. 24: Guidelines for Local Surveys; National Register Bulletin No. 15: How to Apply the National Criteria. for Evaluation; National Register Bulletin No. 16B: How to Complete the National Register Multiple Property Documentation; and the California Office of Historic Preservation's "Instruction for Recording Resources." HRG has particular expertise in the entitlement process and environmental review for projects that involve cultural resources. Our firm is experienced with the identification and PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 8 evaluation of historic resources; CEQA, NEPA, and Section 106 review; preservation elements and ordinances; historic structure reports and treatment plans; and historic architecture consultation, project review for compliance with the Secretary of the Interior's Standards, and construction monitoring. The firm has worked on community, general, and specific plans for municipal clients, and has participated in planning efforts for large-scale transportation projects, and a wide range of campus plans for schools and universities, motion picture studios, and former military properties. Projects include historic preservation planning services for several complex sites faced with significant challenges in updating outdated facilities for continued or new uses,. including Los Angeles International Airport, Fox Studios, Paramount Pictures, .and NBC Universal; campus plans including the University of Southern California; specific plans for cities including Paso Robles and Fresno; historic resources surveys in Los Angeles, Palm Springs, Riverside, Santa Monica, Temple City, Goleta, and Glendale; development of historic preservation ordinances for Paso Robles and Goleta; architectural consulting for the restoration or rehabilitation of historic landmarks including the Gamble House, the Rose Bowl, Grand Central Air Terminal, the County of Los Angeles Hall of Justice, CBS Columbia Square, and the LAX Theme Building; and Federal Rehabilitation Tax Credits for major rehabilitation and adaptive re-use projects including the conversion of Hangar 1 at LAX into office space; the Forum in Inglewood; and.the Western Petroleum Building in downtown Los Angeles. A.3. Sub-Contractor Firm Paleo Solutions, Inc. (Palen Solutions) was established in 2004 to serve federal, state, local, and private clients with innovative, efficient, and responsive paleontological and cultural resources solutions using best practices for resources management. With a mission to provide the attentive services of a boutique firm, while maintaining capabilities, staffing, and financial stability of a national firm, Paleo Solutions has worked in 14 western states and completed over 1,200 projects ranging from small, one-day projects to multi-year, multi-task order projects. Applying our deep understanding of environmental regulations, Paleo Solutions offers cultural resources and paleontological expertise to our public and private sector clients. For the last 15 years, Paleo Solutions has provided archaeological and paleontological records searches, Native American consultations, archaeological and paleontological PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 9 monitoring, field surveys, and technical documentation for projects throughout California. Paleo Solutions includes a staff of 18 archaeologists, 25 paleontologists, historic resources specialists, osteologists, and architectural historians, allowing us to provide a full range of cultural resources services to our clients. Paleo Solutions' objectives are to continually deliver comprehensive support to our clients; avoid work stoppages; limit risks as they pertain to -paleontological.and cultural resources; integrate safety in a matter that supports operational productivity and quality excellence; and implement proven best management practices. Paleo_Solutions has the capacity to respond on short notice as needed for a variety of projects and has sufficient staff to perform multiple tasks simultaneously. Paleo Solutions can provide all services needed to comply with Section 106 of the National Historic Preservation Act (NHPA) and the cultural and paleontological resources requirements of the National Environmental Policy Act (NEPA) and the California Environmental Quality Act (CEQA). In addition to CEQA and NEPA, the work will also comply with the California Public Resource Code, and County and City regulations (if applicable). All archaeological resources services are completed by qualified Paleo Solutions archaeologists and are supervised by professional archaeologists who meet or exceed the U.S. Secretary of Interior's standards for Principal Investigators for Archaeology, History, and Architectural History. Paleo Solutions has extensive experience providing the entire suite of cultural resources services including: records searches, field surveys and reporting (Phase 1); archival research, test excavations, resource evaluations, and reporting (Phase II); impact assessments and development of mitigation measures; data recovery and reporting (Phase III); mitigation implementation and construction monitoring; Native American consultation; and preparation of cultural resources treatment and management plans. All paleontological resources services are completed by qualified Paleo Solutions paleontologists and are supervised by professional paleontologists who meet or exceed the Society of Vertebrate Paleontology (SVP) and Bureau of Land Management (BLM) standards for Paleontology. Paleo Solutions has extensive experience providing the entire suite of paleontological resources services including: records searches, field surveys, geologic map reviews, paleontological potential analyses, impact assessments, fossil documentation and salvage, third-party reviews, preparation of paleontological PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 10 technical reports and mitigation plans, and development of mitigation measures and sections for inclusion in CEQA and NEPA documents AA Key Staff/Team Members Qualifications Historic Resources Group has extensive experience with providing expert historic preservation consulting services for private development projects and for municipalities. For on-call services with the City of Palm Springs, the key team members would consist of HRG's principals and senior staff, in order to address our commitment to achieving the best possible product while keeping cost effectiveness in mind. Project Managers and Point-of-Contact will be either Christine Lazzaretto, Managing Principal, or Paul Travis, AICP, Managing Principal, who will provide guidance and coordinate the project schedule and HRG team to ensure efficient and timely progress through each step of every project. By having our two Managing Principals available as potential Project Managers, HRG builds in a guarantee of quality leadership and timely availability for all projects. The project team will include John LoCascio, AIA, Principal, with 18 years of experience with historic resources, who will provide architectural consultation services and assist in preparation of detailed architectural descriptions and technical documents. In addition, Senior Staff members Kari Fowler and Laura Jansen, and Associate Planner/GIS Specialist Robby Aranguren will be key members of the team. Following are brief bios of senior members of the project team, and their respective education and experience. Both HRG and PaleoSolutions, Inc. have additional staff members who will assist with research and report production, however, principals and senior staff will oversee all work product and will perform quality control throughout each project. All Historic Resources Group professional staff meet or exceed the Secretary of the Interior's Professional Qualification Standards in Historic Architecture, Architectural History, Historic Preservation, History and/or Historic Preservation Planning. Managing Principals Christine Lazzaretto, Managing Principal, has a Master's in Heritage Conservation from the University of Southern California and a B.A. in Art History from Pennsylvania PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 11 State University. She has been with Historic Resources Group since 2008 and has served as Managing Principal since 2018. At HRG, Christine manages-'a wide range of historic preservation projects, including -surveys and historic context statements, environmental review, city planning efforts, historic resource assessments, tax credit applications, and nominations for historic designation. Christine has managed the development of context statements and/or surveys for Paso Robles, San Luis Obispo, Pasadena, Glendale, South Pasadena, Beverly Hills, Santa Monica, Palm Springs, and Riverside. In addition, Christine was an integral part of HRG's team for SurveyLA, participating in all aspects of that project. Christine has also authored numerous successful National Register nominations, and she . manages teams of professional colleagues on large-scale planning efforts. Christine is currently the President of the Board of Trustees for the California Preservation Foundation, and she is the founding and current Vice-President of the Southern California chapter of DOCOMOMO, a nonprofit organization dedicated to the documentation and conservation of modern resources. She teaches in the University of Southern California's summer program in Heritage Conservation. Christine Lazzaretto meets the Secretary of the Interior's Professional Qualifications Standards in History and Architectural History. Christine will share responsibilities with Paul Travis and will serve as the City's point-of- contact and will manage project scheduling, staff assignments, and quality control of project work. She will provide oversight throughout projects, will participate in meetings and public hearings, will be available for consultation with City staff, as needed, and will be responsive to comments and requested revisions. Paul Travis, AICP, Managing Principal, has a Master of Arts degree in Urban Planning from the University of California, Los Angeles and a Bachelor of Fine Arts degree from San Jose State University. At HRG, Paul specializes in master planning, CEQA, NEPA and Section 106 environmental review, and historic resources assessment. He manages planning-related projects with a focus on large, multi-property sites including college campuses, historic downtowns, neighborhoods and districts, industrial sites, motion picture studios, and military bases. Paul has drafted preservation plans for the University of Southern California, NBC Universal Studios, Hollywood, and Los Angeles International Airport. He has participated in the development of community plans or specific plans for PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 12 Paso Robles, Fresno, and Whittier; and has been involved in the master planning process for Loyola Marymount University, Occidental College, Mount St. Mary's College, Fox Studios, the Alameda Naval Station, and the Downey NASA site. Paul Travis meets the Secretary of the Interior's Professional Qualification Standards in Historic Preservation in Historic Preservation Planning and History. Paul will share responsibilities with Christine Lazzaretto. He will provide oversight, will participate in meetings and public hearings, will be available for consultation with City staff, as needed, and will be responsive to comments and requested revisions. Architect John LoCascio, AIA, Principal, has been a licensed, practicing architect for 28 years. He has a Master of Heritage Conservation from the University of Southern California and a Bachelor of Architecture from the University of Southern California. He has worked at Historic Resources Group since 2011. John's areas of focus at HRG include historic architecture and technology, building conservation, historic structure reports and federal historic rehabilitation tax credit projects. He provides technical assistance for construction documents, advises on compliance with the Secretary of the Interior's Standards and the use of the State Historic Building Code, provides construction monitoring, and paint and materials sampling and analysis services. John has worked on a wide variety of projects involving historic buildings and structures in Southern California, including CBS Columbia Square, Grand Central Air Terminal in Glendale, the Academy of Motion Pictures Museum, Los Angeles International Airport, Hotel Constance, Los Angeles Forum, University of Southern California, numerous LAUSD campus modernization projects, and the 28th Street YMCA. John LoCascio meets the Secretary of the lnterior's Professional Qualifications Standards in Architecture and Historic Architecture. John will provide project support with any needed information regarding historic architecture and compliance with the Secretary of the Interior's Standards, as well as providing project alternatives to conform to the Standards. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 13 Senior Staff Karl Fowler, Senior Preservation Planner, has a Master of Arts in Urban Planning from UCLA and has. been working in the field and with the firm since 2002. At Historic Resources Group, Kari's responsibilities include supervising and conducting historic resources surveys, including survey methodologies, fieldwork, data management and analysis, historical research. She specializes in historic context statements and generating environmental documents relating to historic resources, including CEQA, NEPA, and Section 106 Review. Kari has evaluated and documented historic resources at the national, state, and local levels, including the preparation of National Historic Landmark nominations, National Register nominations and determinations of eligibility, and local designation applications. Kari meets the Secretary of the Interior's Professional Qualifications Standards in Historic Preservation Planning and History. Kari will conduct historical research and participate in site visits and will assist in report production. Laura Janssen, Senior Architectural Historian, has a Master of Science in Historic Preservation from the School of the Art Institute of Chicago and a Bachelor of Fine Arts in Art History from UCLA. Laura has been with Historic Resources Group since 2003. At Historic Resources Group, Laura prepares historic structure reports, resource evaluations and historic assessment reports including character-defining features inventories, and conducts on-site existing conditions investigations, and reviews projects for Standards compliance. She prepares National and California Register nominations, local landmark nominations, California Mills Act historic property contract applications, federal tax credit submittals, technical reports, and assists with historic resource surveys. Laura Janssen meets the Secretary of the Interior's Professional Qualifications Standards in Architectural History and History. Laura will conduct historical research and participate in site visits and will assist in report production. Staff Heather Goers, Architectural Historian, has a Bachelor of Arts in Humanities from the University of Chicago and a Masters in Heritage Conservation from the University of PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 14 Southern California. Prior to working at HRG, Heather had her own historic preservation consulting practice and worked for organizations including the Los Angeles County Museum of Art, the Los Angeles Conservancy, and the Ennis House Foundation. At HRG Heather has participated in numerous historic resources surveys, including SurveyLA and Beverly Hills, and she assisted with the development of historic context statements for San Luis Obispo and South Pasadena. Heather recently completed Historic Structure Reports for the Freeman House and Barnsdall House, both designed by Frank Lloyd Wright, and she was the primary author of a Cultural Landscape Report for the Greene and Greene-designed Gamble House. Heather Goers meets the Secretary of the Interior's Professional Qualifications Standards .in History and Architectural History. Heather will conduct historic research and prepare draft reports. Sian Winship, Architectural Historian, has written successful .nominations for architectural and cultural resources at the local, state and national level, including the placement of the Top Hat Hot Dog Stand in Ventura on the National Register of Historic Places. She has also conducted historic resource assessments for Ventura Savings and Loan, Our Lady of Assumption Church & School, the Mission Bell Motel, and St. Bonaventure High School in Ventura. Sian has authored a number of historic contexts including the award-winning Japanese American Context and Women's Rights Context for SurveyLA. She also participated in the writing of the Citywide Context Statement for the City of Palm Springs and was a contributing author to the book, William Krisel's Palm Springs Sian is also President of the Society of Architectural Historians/Southern California Chapter. She has designed and led architectural tours for the organization for more than twenty years. Sian Winship meets the Secretary of the Interior's Professional Qualifications Standards in History and Architectural History. Sian will conduct historical research, participate in site visits, and will assist in report production. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 15 Molly Iker-Johnson, Associate Architectural Historian, has a Bachelor of Arts in History and a Bachelor of Music in Instrumental Performance from Chapman University and a Master of Arts in Historic Preservation from the. University of Delaware. Prior to joining HRG, Molly worked as a Graduate Research Assistant for the Center for Historic Architecture and Design, a historic preservation organization located at the University of Delaware. Her responsibilities included assisting with a large-format photography project, aiding in the compilation of lists of historically significant sites along Delaware's Byways, and creating photographic databases of historic sites along Delaware's Byways and Newark, Delaware's Main Street. Molly also worked for Chapman University's Honors Program and CBS' Consumer Products division. At HRG, Molly prepares historic assessments and National Register nominations. She has worked on several historic resource surveys, including Santa Monica, Palm.Springs, Glendale, and South Pasadena; she is currently working on a historic resources inventory in the City of Goleta. Molly Iker-Johnson meets the Secretary of the Interior's Professional Qualifications Standards in History and Architectural History. Molly will conduct historical research, participate in site visits and photographic documentation, and will assist in report production. Robby Aranguren, Planning Associate/GIS Specialist, has a BA in Interdisciplinary Studies from the University of Texas, Arlington, combining classes in Architecture, Urban Planning and Business. Robby has worked in historic preservation for 10 years and at HRG for 9 years. Robby interned at the City of Los Angeles Office of Historic Resources in 2009-2010, preparing staff reports for Historic Cultural Monuments, maintaining the Mills Act and Historic Cultural Monument databases, taking meeting minutes for the Cultural Heritage Commission and reformatting the Mills Act application and guide for the City's website. At HRG, Robby has worked on multiple surveys including Surveyl-A, Palm Springs Citywide Survey, South 'Pasadena Citywide Survey, and Riverside Modernism Survey, creating and managing maps and databases, conducting research and field work. He worked on tax credit projects for the Wallis Annenberg Center for the Performing Arts in Beverly Hills and the Lincoln Place Apartments in Venice. Robby also assists others with PROPOSAL On-Call Historic Resource Professional Services RFP . HISTORIC RESOURCES GROUP 16 GIS mapping for further analysis, building permit research, paint sampling, and photography. Robby Aranguren meets the Secretary of the Interior's Professional Qualifications Standards in History. Morgan Quirk, Associate Preservation Planner, has a Master of Science in Historic Preservation from the University of Texas at Austin and, a Bachelor of Science in Policy, Planning & Development with an emphasis on Sustainable Planning from the University of Southern California Sol Price School of Public Policy. Prior to joining HRG, Morgan centered her master's thesis research on the nexus of geospatial statistical analysis and the designation of Los Angeles Historic Cultural Monuments. Her strong appreciation for geospatial and data analysis is a product of her previous experience working in institutional advancement as a database and research associate for several organizations, including The Archer School for Girls and the Southern California Institute of Architecture (SCI-Arc). In addition to her experience with architectural research methodologies, Morgan has advanced knowledge of geospatial statistical analysis in ArcGIS Desktop, relational database management, data manipulation using Microsoft Excel, and 3D modeling in Google SketchUp. Morgan Quirk meets the Secretary of the Interior's Professional Qualifications Standards in Architectural History. Morgan will support staff with GIS mapping skills and performing research for historic resources surveys, historic context statements, historic resource assessments, historic structures reports, and nomination forms. Subconsultant Key Staff— Paleo Solutions, Inc. Geraldine Aron, Principal Paleontologist, has a Master of Science in Geological Sciences and a Bachelor of Science in Geological Sciences from California State University, Long Beach. She is President and Program Director at Paleo Solutions. She has more than 21 years of experience as a professional paleontologist in natural resources management. She meets the professional standards as a Principal Investigator for the Society of Vertebrate Paleontologists, Bureau of Land Management (BLM), United States Forest.Service (USFS), San Bernardino County, Orange County, Riverside County, San Diego County, and other agencies that retain a professional list for qualified paleontologists. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 17 Ms. Aron has authored hundreds of technical reports, which include paleontological assessments, DEIRs, EIR/EIS, Paleontological Mitigation and Monitoring Plans, document reviews, and survey reports for CEQA/NEPA compliance. Geraldine has worked on well over 400 projects throughout California, Montana,Wyoming, New Mexico, Utah, and Colorado. She is responsible for maintaining the overall scientific integrity and oversight of all projects. Her areas of expertise include: paleontological resources project scoping and management; compliance with Federal and State of California laws; Federal and California State agency consultation; preparing and implementing research designs; serving as Principal Investigator for surveys, significance evaluations and data recovery excavations; development of Paleontological Resources Management Plans and Treatment Plans; public outreach and involvement. Evelyn Chandler, Principal Archaeologist, has a Master of Arts in Archaeology and Heritage from the University of Leicester in England, and a Bachelor of Arts in Anthropology/Sociology from the University of Redlands, and has 27 years of experience in cultural resources management. She has developed an expertise in compliance with the cultural resources requirements of the California Environmental Quality Act (CEQA) and Section 106 of the National Historic Preservation Act (NHPA). She routinely manages cultural resources inventories, test excavations, and evaluations of archaeological sites and historic resources for eligibility to the National Register of Historic Places (NRHP) and California Register of Historical Resources (CRHR) for public and private clients. She is skilled in impact assessment and the development and implementation of mitigation measures, including data recovery and construction monitoring. Ms. Chandler regularly assists clients with coordination with Native American groups and with the State Historic Preservation Officer. She has authored numerous cultural resources technical reports, research designs, and cultural resource management plans, and has contributed to and reviewed a variety of environmental compliance documents including Environmental Impact Statements (EISs) and Environmental Impact Reports (EIRs). Ms. Chandler is qualified as a Principal Investigator under the Secretary of Interior's Professional Qualification Standards and the California Department of Transportation (Caltrans) standards for Professionally Qualified Staff for Archaeology. An Organizational Chart for Key Staff and corresponding resumes follow. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 'IB ORGANIZATIONAL CHART—KEY STAFF �a r ��Ctty of�k Palm Springs e..v Paul Travis,AICP Christine Lazzaretto 'ManagingPrtncipal Managing Principal • . +MaeterofArts Urban'Planning Master of Heritage Preservation Planner Conservation Arohite_fUml Historian Subconsultant Paleo Solutions, Inc. Karl Fowler John LoCascio,AIA Laura Janssen Senior Preservation Principal Senior Architectural Historian Planner Master of Heritage Conservation Master of Sol.Historic Master of Arts Urban Planning Architect . Preservation a, License#C24223 .. Paleo Solutions Paleo Solutions , Geraldine Aron Evelyn Chandler Principal Principal MasterofArts Master of Arts Archaeology8 Geological Sciences Heritage Planning Paleontologist Archaeologist PROPOSAL City of Palm Springs HISTORIC RESOURCES GROUP 19 HISTORIC RESOURCES I GROUP MANAGING PRINCIPAL 0 y,l Years of Experience: 16 Experience Profile ; Education Christine Lazzaretto is an Architectural Historian who has been working in historic preservation in Southern California since 200 and at Historic Master of Heritage Conservation,University of Southern California, Resources Group since 2008. At HRG, Christine works on environmental Los Angeles review, policy development, historic resources surveys, historic context Bachelor of Arts Degree with High statements,and federal tax credit projects.She has worked on numerous large- Distinction,Art History,The scale historic resources surveys, authored a wide range of historic context Pennsylvania.State University, statements and successful National Register nominations. Her deep State College,PA, Phi Beta Kappa understanding of CEQA principles, significance, context and environmental Honors and Awards impacts make her a leading expert in cultural resources analysis for environmental review and she is a frequent guest speaker at USC on CEQA. Los Angeles Conservancy Christine also manages teams of professional colleagues on large-scale planning Preservation Award and mitigation efforts. • SurveyLA Speaking Engagements Prior to joining HRG, Christine worked at Pasadena Heritage as Preservation Director and Program Director, where her responsibilities included California Preservation Foundation administering the Preservation Easement Program; assisting with advocacy • Topics: CEQA, Historic efforts; attending local hearings and advising neighborhood groups on Resource Surveys, Context preservation issues; conceiving, organizing and implementing all of the Statements organization's highly successful educational tours and programs; conducting University of Southern California historic research; producing written architectural descriptions and detailed • Lecturer, Heritage histories. Conservation Summer Course , Christine Lazzaretto meets the Secretary of the lnterior-s Professional Professional Affiliations Qualifications Standards in History and Architectural History. Preservation Foundation Selected Projects • Board of Trustees, 2016- Archer School for Girls Master Plan, Los Angeles Present CBS Columbia Square Adaptive Reuse • Education Committee Co- City of Goleta Comprehensive Preservation Planning Chair, 201 S-Present City of Long Beach Historic Preservation Element DOCOMOMO Southern Forum Rehabilitation and Historic Tax Credit Project, Los Angeles California Fulton Corridor& Downtown Neighborhoods Specific Plans, Fresno • Founding&Current Vice- Herald-Examiner Technical Report, Los Angeles President Hill & Fifth Technical Report, Los Angeles Los Angeles Conservancy Modernism in Riverside Survey National Trust for Historic Paramount Pictures Master Plan, Los Angeles Preservation SurveyLA, Los Angeles Society of Architectural Historians University of Southern California Master Plan and Additional Services Venice High School Modernization, Los Angeles 20 HISTORIC RESOURCES R GROUP MANAGINGA PRINCIPAL Years of Experience: 14 Experience Profile Education Paul Travis has been with HRG since 2006 and specializes in master planning, Master of Arts in Urban Planning, CEQA, NEPA and Section 106 environmental review, and historic resources University of California,Los assessment. Angeles,2006 At HRG, Paul manages planning-related projects with a focus on large, multi- Bachelor of Fine Arts, Printmaking, property sites including college campuses,historic downtowns,neighborhoods San Jose State University,San Jose, and districts, industrial sites, motion picture studios, and military bases. Paul 1985 has drafted preservation plans for the University of Southern California, NBC Speaking Engagements Universal Studios, Hollywood, and Los Angeles International Airport. He has California Preservation Foundation participated in the development of community plans or specific plans for Paso • Historic Resources and the Robles, Fresno, and Whittier; and has been involved in the master planning California Environmental process for Loyola Marymount University, Occidental College, Mount St. Quality Act Mary's College, Fox Studios, the Alameda Naval Station, and the Downey • Historic Resources Surveys NASA site. Recent survey experience includes historic resource surveys for • Preservation Planning the cities of Los Angeles, Ventura, Glendale, Paso Robles, San Diego, and American Planning Association, Fresno. California Chapter Prior to working at HRG, Paul worked as a research assistant at the Lewis Preservation Planning Center for Regional Policy Studies performing academic research for study of Professional Affiliations transit-oriented development along the Pasadena Gold Line light rail system. American Institute of Certified Responsibilities include gathering and analysis of ridership data and adjacent Planners,Member development activity, and field observation of conditions surrounding transit American Planning Association, stops. Urban Design&Preservation Paul Travis meets the Secretary of the Interior's.Professional Qualification Division, Member Standards in Historic Preservation in Historic Preservation Planning and American Planning Association, History. Los Angeles Chapter, Member California Preservation Selected Projects Foundation,Guest Speaker, Fresno Fulton Corridor Specific Plan, Fresno Workshop Leader Fox Studios Master Plan, Century City National Trust for Historic Gamble House Cultural Landscape Report, Pasadena Preservation, Member LAX Historic Assessments, Environmental Review, Preservation Plan NBC Universal Evolution Plan, Universal City Sunset Bronson Studios, Hollywood SurveyLA, Los Angeles Thacher School, Ojai 21 HISTORIC RESOURCES JOHN GROUP PRINCIPAL LOCASCIO,AiA ` Years of Experience: 18 Experience Profile Professional License A licensed, practicing architect since 1991, John has been involved with California Architect C24223 historic preservation since 2002 and working at HRG since 2011. Education John's areas of focus at HRG include historic architecture and technology, building conservation, historic structure reports and federal historic Masters Degree, Historic rehabilitation tax credit projects. He provides technical assistance for Preservation, University of Southern California construction documents, advises on compliance with the Secretary of the Interiors Standards and the use of the State Historic Building Code, provides Bachelor of Architecture,University of Southern California construction monitoring, and paint and materials sampling and analysis services. Honors and Awards John has worked on a wide variety of projects involving historic buildings and Los Angeles Conservancy structures in Southern California, including CBS Columbia Square, Grand Preservation Award Central Air Terminal in Glendale, the Academy of Motion Pictures Museum, • Glendale Central Air Los Angeles International Airport, Hotel Constance, Los Angeles Forum, Terminal,2017 University of Southern California, numerous LAUSD campus modernization • CBS Columbia Square,2016 projects, and the 28th Street YMCA. • 2811 M Y Street CA, 2013 California tr e on Foundation Prior to joining HRG,John served as Executive Director of Claremont Heritage, Preservation Design Award including reviewing environmental documents and advising the City of • CBS Columbia Square,2017 Claremont on planning and design issues. John also worked for 14 years as a project architect in private practice, specializing in custom residential projects. • Glendale Central Air Terminal, 2016 John LoCascio meets the Secretary of the lnterior' Professional Qualifications • 28th Street YMCA, 2013 Standards in Architecture and Historic Architecture. City of Pasadena Historic Selected Projects Preservation Award,Constance Hotel,2015 281h Street YMCA, Los Angeles AIA Institute Honor Award, 28th Academy Museum of Motion Pictures, Hollywood Street YMCA,2015 CBS Columbia Square, Hollywood Professional Affiliations Constance Hotel, Pasadena American Institute of Architects Grand Central Air Terminal, Glendale Glendale Historical Society Forum, Inglewood Los Angeles International Airport • President, 2008-201 1 Painted Desert Visitors' Center, Arizona University of Southern California Venice High School Modernization, Los Angeles 22 HISTORIC RESOURCES FOWLER GROUP SENIORICHELE PRESERVATION PLANNER Years of Experience: 19 Experience Profile Education Kari has been working in historic preservation planning since interning with Master of Arts in Urban Planning, HRG during her studies at UCLA in 2001, and has been working in the field University of California, Los and with the firm for 19 years. Angeles, 1996 At Historic Resources Group, Kari s responsibilities include supervising and Bachelor of Arts in English,Magna conducting historic resources surveys, including developing survey cum Laude Latin Honors, methodologies, conducting fieldwork, data management and analysis, and University of.California, Los historical research.She specializes in historic context statements and generating Angeles,2002 environmental documents relating to historic resources, including CEQA, Professional Affiliations NEPA, and Section 106 Review. Kari has evaluated and documented historic American Planning Association, resources at the national, state, and local levels, including the preparation of Urban Design&Preservation National Historic Landmark nominations, National Register nominations and Division determinations of eligibility, and local designation applications. American Planning Association, Kari has managed several large-scale historic resources surveys throughout Los Angeles Chapter California, including in the cities of Ventura, San Clemente, Paso Robles, Los Angeles Conservancy Temple City,Santa Monica,and San Diego.Most notably,she served as HRG's California Preservation Foundation Project Manager for SurveyLA,Los Angeles'citywide historic resources survey, National Trust for Historic from 2010 to 2018. As part of this project, she developed a field survey and Preservation data collection methodology that allowed for large and complex geographical areas to be surveyed effectively and efficiently. She also drafted the Multi- Family Residential Sub-Context for the SurveyLA Historic Context Statement. Her work on historic resources surveys and historic context statements has won awards from the Los Angeles Conservancy, the California Preservation Foundation, and the American Planning Association. Kari Michele Fowler meets the Secretary of the Interiors Professional Qualifications Standards in Historic Preservation Planning and History. Selected Projects City of Santa Monica Citywide Survey Update Compton High School Historic Assessment Filipino Christian Church, National Register Nomination Hollywood Forever Cemetery Historical Resources Technical Report Lincoln High School Historic Assessment Los Angeles Zoo Historical Resources Technical Report. Reseda Theater Historic Assessment Santa Monica High School Historic Resources Technical Report SurveyLA, City of Los Angeles Citywide Survey SurveyLA, Multi-Family Residential Historic Sub-Context Statement SurveyLA, Chinese American Historic Context Statement 23 HISTORIC RESOURCES LAURA JANSSEN ' GROUP SENIOR ARCHITECTURAL HISTORIAN Years of Experience: 16 Experience Profile Education Laura has been with Historic Resources Group since 2003. At Historic Master of Science,Historic Resources Group, Laura prepares historic structure reports, resource Preservation, School of the Art evaluations and historic assessment reports including character-defining Institute of Chicago features inventories, and conducts on-site existing conditions investigations, Courses in Graphic Design and and reviews projects for Standards compliance. She prepares National and Interior&Environmental Design, California Register nominations, local landmark nominations, California Mills UCLA Extension Act historic property contract applications, federal tax credit submittals, Bachelor of Fine Arts,Art History, technical reports, and assists with historic resource surveys. UCLA During her graduate studies, Laura developed a preservation plan for _ Honors and Awards Norwood Park, a suburban residential neighborhood of Chicago, and Los Angeles Conservancy produced documentation reports for the Portuma Estate complex in County Preservation Award Gallway, Ireland. She received honorable mention in the 2000 Charles E. Peterson Prize for her measured drawings of Quinn Chapel in Chicago for the • Los Angeles County Historic American Building Survey. After graduation she worked for the Arboretum, 2017 National Park Service where she completed an architectural survey for the • 28w Street YMCA, Historic American Engineering Record documenting Detroit's industrial C 13 • Hollywood Bungaloww Courts, 2010 riverfront. • Eastem-Columbia Building, Laura Janssen meets the Secretary of the lnterior's Professional Qualifications 2008 Standards in Architectural History and History. • Ennis House,2008 • Pasadena City Hall,2008 Selected Projects California Preservation Foundation Doris Duke's Shangri-La Historic Structure Report Preservation Design Award Eastem-Columbia Building • Rose Bowl, 2018 Frank Lloyd Wright's Ennis House • Hall of justice,2015 Gamble House • 28th Street YMCA,2013 Hollywood Bungalow Courts • Hollywood.Bungalow Courts,2010 Hollywood Palladium • Ennis House, 2008 John Lautnees Stevens House • Pasadena City Hall,2008 Los Angeles Arboretum & Botanic Garden Cultural Landscape Report • Sacramento Memorial Los Angeles County Hall of Justice Auditorium HSR, 2007 Los Angeles Examiner Building National Trust for Historic Los Angeles Memorial Coliseum Preservation Lummis House • Pasadena City Hall, 2008 Pasadena City Hall Queen Anne Cottage Historic Structure Report Professional Affiliations Rose Bowl Association for Preservation Sacramento Memorial Auditorium Technology International St.Vincent de Paul Church Los Angeles Conservancy National Trust for Historic Preservation DOCOMOMO 24 �II - ` EVELYN CHANDLER , 1, ) PRINCIPAL ARCHAEOLOGIST �'- �........................... ........................_........................................................................................... . ......................................................... PROFILE -- Ms. Chandler has 27 years of experience in cultural resources management. She has developed an expertise in compliance with the cultural resources requirements of the California Environmental Quality Act (CEQA),and Section 106 of the National Historic Preservation Act (NHPA). She routinely manages cultural resources inventories, test excavations, and evaluations of archaeological sites and historic resources for eligibility to the National Register of Historic Places (NRHP) and California Register of Historical Resources(CRHR)for public and private clients.She is skilled in impact assessment and' the development and implementation of mitigation measures, including data recovery and construction monitoring. Ms. Chandler regularly assists clients with coordination with Native American groups and with the State Historic Preservation Officer.She has authored numerous cultural resources technical reports,research designs,and cultural resource management plans, and has contributed to and reviewed a variety of environmental compliance documents including Environmental Impact Statements (EISs) and Environmental Impact Reports (EIRs). Ms. Chandler is qualified as a Principal Investigator under the Secretary of Interior's Professional Qualification Standards and the California Department of Transportation (Caltrans) standards for Professionally Qualified Staff for Archaeology. ...............................................................................................................................................:................................................................................................................................. EXPERIENCE_&EDUCATION __- PROJECT EXPERIENCE__ __ _ Years of Experience Coachella Valley Management Plan Cultural Resources Inventory 27 years U.S. BLM, Palm Springs - South Coast Field Office • Riverside and Imperial Counties Education- Project Manager responsible for the oversight of a cultural resources survey of MA Archaeology and Heritage approximately 4,350 discontiguous acres on BLM and privately-awned land University of Leicester,England in the Coachella Valley area of Riverside County, ranging from San Gorgonio Pass to the Salton Sea.Also co-authored and provided quality assurance for the BA.Anthropology/$ociology technical report and DPR records for 44 recorded archaeological sites and 27 University of Redlands isolated finds. Additional services included cultural resources record search and data gathering, logistics planning for archaeological field crews, coordination CERTIFICATIONS&TRAINING— with the BLM Archaeologist, and preliminary site evaluations for eligibility to •Listed as Principal Investigator on the NRHP.Also ensured completion of the field survey and draft technical report Statewide Cultural Resources Use within two months of the Notice to Proceed to meet BLM year-end requirements. Permit issued by the BLM •Listed as Principal Investigator on Cultural Resources Services On-Call Contract Statewide Archaeological Resources Southern California.Edison• Orange,Riverside,Tulare,Ventura. Kern,Fresno, Protection Act(ARPA)Permit issued Los Angeles,Santa Barbara.San Bernardino,Mono,and Inyo Counties,CA and by the National Park Service . Clark County,NV •Consultation with the Office of Historic Program Manager. Ms. Chandler was responsible for the on-call contract Preservation under Section 106 of the to provide Cultural resources surveys and monitoring for SCE facilities and National Historic Preservation Act.Office of operations and maintenance activities. More than 150 task orders were Historic Preservation,Ontario,California. completed,with the majority of task orders consisting of records searches,field •CEQA,the Subdivision Map Act,and surveys, and preparation of technical reports for pole or facility replacement Local Zoning Laws.UCR Extension. projects scattered throughout Los Angeles, Riverside, Orange, Ventura, Kern, The New Section 106 Regulations.Advisory and San Bernardino counties. In addition, cultural resources assessments were Council on Historic Preservation,Sacramento. completed for a proposed aircraft maintenance facility at Chino Hills Airport, •Consulting with Native American Groups. the proposed Alberhill substation near Lake Elsinore,a proposed power line for University of Nevada,Reno(UNR) the Dryden substation near Lake Elsinore, a 2-mile long proposed circuit near Division of Continuing Education. Palm Springs,the proposed relocation of 1.5 miles of circuit near Lake Mathews, •_California Register of Historical a new regulator near Barstow, proposed installation of 19 miles of fiber optic Resources.California Preservation line on SCE power poles from Moreno Valley to Colton, 10 miles of proposed Foundation and California Office of replacements of conductors along an existing circuit from San Bernardino to Historic Preservation,Palo Alto. Colton, installation of new poles and a transformer along an existing circuit on •Cultural Resources and NEPA.UNR Division BLM land near Blythe, and 35 miles of proposed fiber optic line installation of Continuing Education,Houston,Texas. along an existing SCE circuit in Kern County. When applicable, the cultural -Advanced Seminar on Preparing Agreement resources sections of the Proponent's Environmental Assessment (PEA) were Documents Under Section 106 of the prepared. National Historic Preservation Act.U.S. General Services Administration PALEO SOLMIONS,INC. (562)818-7713.911 S.Primrose Ave.,Unit N.,Monrovia,CA 91016 Evelyn Chandler,M.A. Principal Archaeologist .......................................... .......I.............. ...........—................................................................................................................................ ....................... ............... Monitor ing was conducted cnduc"d for several projects roJe c 1ensure 0e asur eavoidance ofimpacts rp acis t oto ownarchaeological an'hae olo'i sites, ' including g projects conducted c ndu c d on the aC0entc Ild,anReservation n near PalmSprings, in heAnge'0�auonalForest, i the Mojave National Preserve,and�nBL� BLM- managed lands. e isof all motitonng,6rnsw "docnnenrcd intechiml reports.Em'rgnqfir,_rPonssec"swee also 'Ovid d following ' rmayComplex mpI"Fire in Los Angeles,Orange,and Riverside ivej d'counties.Whenculto,almveI,�t'On were Iidr'd ond,,alo r state-managed lands,permits were obtained from the PPmPriateag,nc"',including B M,US.Fore,r Service, the California Department of Parks and Recreation Beauty Mountain Fuel Break Cultural Resources Inventory Bureau of Land Management,Palm Springs-South Coast Field Office- Riverside and Sall Diego Counties,CA Project Manager.Ms.Chandler was responsible for a cultural resources survey of 15 linear miles(364 acres) for a proposed fuel break corridor within Bureau of Land Management's (BLM) Beauty Mountain Wildlife Study Area (�SA) located in the Durasno and Chihuahua valleys southeast of Temecula. Her responsibilities included coordination with the BLM and oversight of the records search, archaeological field survey,and preparation of site records and the survey report.During the study,one previously-recorded site was updated and one isolated find was identified and recorded. Potential impacts to cultural resources from the proposed project were assessed and mitigation measures were recommended. Border Pack Trail Archaeological Survey Bureau of Land Management, Palm Springs:-South Coast Field Office-San Diego Counn',CA Project Manager.Ms.Chandler was responsible for a cultural resources survey of 4.3 miles of a historic pack trail in the San Ysidro Mountains near the international boundary between the United States and Mexico. Her responsibilities included coordination with the Bureau of Land Management and the Border Patrol, oversight of the archaeological field survey and recordation of archaeological sites, and preparation and quality assurance of the technical report. 9.5-Acre Residential Development Earth Systems Southwest- Desert Hot Springs, Riverside Comirv,CA Field Director.Ms.Chandler was responsible for the archaeological records search and field survey of a 9.5-acre parcel in Desert Hot Springs. She prepared sections of the cultural resources survey report. State Route 62 Cu'Itural Resources Survey of Three Parcels SunCal Companies-Desert Hot Springs,Riverside County,CA Project Manager.Ms.Chandler was responsible for the survey of three parcels totaling 55 acres near Desert Hot Springs.One prehistoric lithic scatter was recorded along the Caltrans righr-of-way.Responsible for supervision of the records search,field survey,and site record and report preparation. Hornme-Adams and Visitor Center Loop Trails Cultural Resources Inventory U.S. BLM,Palm Springs-South Coast Field Office- Riverside County Cultural Resources Technical Lead responsible for the oversight of the archaeological survey for two recreational trail projects in the Palm Desert area of Riverside County for the Bureau of Land Management.Also reviewed survey report, prepared cultural resources sections of the Initial Study,and coordinated survey and report requirements with the BLM Archaeologist. Santa Ana Power Relocation Project City of Riverside,Public Utilities Department I Riverside County, CA Cultural Resources Task Manager. Ms. Chandler was responsible for a cultural resources survey of a linear power pole alignment along the Santa Ana River Trail and surrounding areas in Riverside. Duties included oversight of the records search,field survey,and preparation of the technical report. Restoration of the Salton Sea EIS/EIR and Native American Consultation Salton Sea Authority- Riverside and Imperial Counties,CA Cultural Resources Program Task Leader. Ms. Chandler was responsible for the Class I survey to identify known cultural resources located within the watershed of the sea that could be affected by the restoration alternatives. Additional tasks included a Class III survey of a pilot restoration project and assisting the U.S.Bureau of Reclamation(BOR)with Native American consultation with 29 separate Native American groups and organizations with historical or traditional ties to the study area. She also oversaw the preparation of the three technical reports detailing the methods and results of the Class I and Class III surveys and the Native American coordinationn efforts and misted BOR in developingh also ensured a technical approach for the Class I and Class 3 surveys that emphasized Native American tribal member involvement. She ,n compliance with Section 106 of the NHPA and prepared the cultural resources affected environment and environmental consequences Portions of Ye EISIEIR. State Route 60 and Redlands Boulevard Traffic Signal Omnis Incorporated-Moreno Valley,Riverside County Project Manager.Ms.Chandler was responsible for a linear cultural resources survey at State Route 60 and Redlands Boulevard in support of the proposed installation of traffic signal and the widening of Redlands Boulevard near the eastbound State Route 60 on/off ramps. No cultural resources were identified within the 9-acre project area as a result of the records search or field survey.An historic structure was identified just outside the eastern edge of the project area that was recommended for evaluation for CRHR eligibility ifany disturbances or visual impacts from road improvements would affect the structure. 26 PALEO SOLUTIONS,INC 2 L Z004 i , GERAIL DINE ARON PRINCIPAL PALEONTOLOGIST % .............................. ..............................................................I.............................................................................. ............................................ ..................................... PROFILE Ms.Aron is President and Program Director at Palen Solutions. She has more than 21 years of experience as a professional paleontologist in natural resources management. She meets the professional standards as a Investigator Principal for the P Society of Vertebrate Paleontologists, Bureau of Land Management (BLM), United States Forest Service (USFS), San Bernardino County, Orange County, Riverside County, San Diego County, and other agencies that retain a professional list for qualified paleontologists. Ms. Aron has authored hundreds of technical reports, which include paleontological assessments,DEIRs, EIR/EIS,Paleontological Mitigation and Monitoring Plans, document reviews, and survey reports for CEQA/NEPA compliance. Geraldine has worked on well over 400 projects throughout California, Montana, Wyoming New Mexico, Utah, and Colorado. She is responsible for maintaining the overall scientific integrity and oversight of all projects. Her areas of expertise include: paleontological resources project scoping and management; compliance with Federal and State of California laws;Federal and California State agency consultation;preparing and implementing research designs;serving as Principal Investigator for surveys,significance evaluations and data recovery excavations;development of Paleontological Resources Management Plans and Treatment Plans;public outreach and involvement. ............................................................o............................................... ............................................. ..............................................I...................................................... EXPERIENCE &EDUCATION PROJECT EXPERIENCE—---------- ;Veai�-o-f--E-x'-p'-e-ri-e-n-c—e Devers-Palo Verde No.2 500 kV Transmission Line 21 years Southern California Edison-'Riverside County,CA Principal Investigator/Project Manager. Ms. Aron oversaw all paleontological Education project management and compliance monitoring for this project, including M.S.Geological Sciences surveying,recordation,and mitigation procedures.Daily reporting in FRED was California State University,Long Beach required to complywith the California Public Utilities Commission(CPUC)and Bureau of Land Management (BLM) requirements. During monitoring in the B.S.Geological Sciences highly sensitive Palm Springs unit,a bed of finely preserved leaf impressions was California State University,Long Beach discovered, near another fossiliferous layer containing small rodent-sized bones. After consultation with SCE,a representative sample of this unit,approximately Cartography and GIS Systems 2,000 pounds, was retrieved and taken back to the Paleo Solutions laboratory California State University,Long Beach for analysis. Portions of this sediment were soaked in water to break it down. CERTIFICATIONS &TRAINING The resulting sediments were finely screened and sorted under a microscope'to •Orange County Certified Paleontologist retrieve potentially scientifically significant micrufrissils including rodent bones •San Diego County and City Qualified and teeth that will help constrain the exact age of the sediments. Other portions Principal Paleontologist were carefully split to reveal the leaf impressions and preserved in a fashion so that •Riverside County Certified Paleontologist I ist a paleoboranist will be able to identify the plant species. Proper monitoring of •Bureau of Land Management Paleontological the earthmoving in this highly sensitive formation ensured that these specimens Use Permits:CA,AZ,NV were safely retrieved with no construction downtime. These specimens were •United States Forest Service Paleontology identified,cataloged,and deeded to the Western Science Center so their scientific Permit:Angeles National Forest value will not be lost,and to provide new data points for a formation that is not well studied in the Project area, and add to the scientific literature about the REFERENCES paleoenvironmental history of this Pliocene-aged formation. Richard C.Stewart,Engineering Geologist Caltrans West of Devers Transmission Line Project p.559.445.6378 Southern California Edison- Riverside County,CA richard.c.stmart@dor.ca.gov Principal Investigator/Project Manager. Ms. Aron oversaw all project management and paleontological related services, including paleontological Jim Shearer,Archaeologist monitoring for fault trenching and geotechnical drilling. This included proper Bureau of Land Management BLM authorization,and permitting to conduct surveying and a research design p.760.252.6034 for field reconnaissance related to the preparation of a Proponent's Environmental jshmrer@blm.gov Assessment, EIS/EIR documentation for the proposed transmission line. She oversaw managing documentation with laws relating to paleontological resources Matt Armstrong,Cultural Resources Specialist including CEQA and NEPA compliance. The project scope changed several Pacific Gas&Electric times which allowed for thorough tracking of all field and technical procedures p.559.396.5704 and budget documentation. mdaf@pgc.com P,kLEO SOLUTIONS,INC. (562)818-7713-911 S.Primrose*e.,Unic N..Monrovia,CA 91016 info@paleosolutions.com,w .palcosoludons.corn Geraldine Aron,M.S. Principal Paleontologist ............................................................................................................................................................................................................................................................................... West of Devers Upgrade Transmission Project Southern California Edison•San Bernardino and Riverside Counties,CA Principal Investigator/Project Manager. Ms. Aron has been involved in the West of Devers project since 2011. In 2011, Ms.Aron oversaw a paleontolo ical analysis, including museum record searches, a review of relevant scientific literature, geologic map research, and, later, an intensive pedestrian examination and inventory of all areas that could contain scientifically important surface fossils with Ms. Aron as the BLM Paleontological Resource Use Permit holder. She co-authored the Paleontological Survey Report that was completed in accordance with BLM paleontological resource management policy and Riverside and San Bernardino county's pre-construction requirements and as a supporting document for the West of Devers Proponents Environmental Assessment (PEA). In 2017, Ms. Aron co-authored and oversaw a Paleontological Resource Mitigation and Monitoring Plan (PRIMMP) for Southern California Edison's (SCE) West of Devers Transmission Line Project.The PRMMP was designed to reduce project impacts on paleontological resources to below the level of significance pursuant to the National Environmental Quality Act(NEPA)and.the California Environmental Quality Act(CEQA).This report was prepared in compliance with Mitigation Measure (MM) PAL-lb of the Projects Mitigation and Monitoring Reporting Program(IvIMRP),NEPA, CEQA, Riverside County,San Bernardino County,the Cities of Calimesa,Grand Terrace,Loma Linda,and Redlands,and Bureau of Land Management(BLM) guidelines(BLM H-8270-1,BLM IM 2008-009, BLM IM 2009-011). Currently,she is overseeing paleontological monitoring of an average of five paleontologists per day during construction activities.The Project spans approximately 43 linear miles from Grand Terrace to Whitewater and encompasses approximately 2,522 acres. . Pipeline Safety Enhancement Plan(PSEP)Project Supply Line 2000-C Phase 1A Southern California Gas• Riverside County,CA Principal Investigator and Project Manager.Ms.Aron oversaw a Desktop Paleontological Review of SoCalGas's L2000-C Phase lA project,which included the hydrostatic testing of approximately 7.62 miles of 30-inch-diameter pipe along L2000-C. The project consisted of four separate hydrostatic tests. Project L2000-C Phase IA is in the cities of Thousand Palms, Palm Springs, Cathedral City, Desert Hot Springs, and within unincorporated areas of the County of Riverside,California. Reryded Water Storage Pond No.5 Project Rancho California Water District•Riverside County,CA Principal Investigacor/Projecc Manager. Ms.Aron oversaw paleontological and archaeological monitoring during grubbing, grading, trenching, excavations, and other earth-moving operations in the immediate area adjacent to a known archaeological site, as well as areas of excavations identified as likely to contain paleontological resources for this project,which included the construction of an additional storage pond,one I6-inch diameter inlet pipeline,one 24-inch diameter outlet pipeline,paving the existing access road along Elm Street,.lining the existing Pond No.4,and constructing access ramps with turnarounds in Ponds No. 1/2 and 3. Desert Sunlight Solar Farm First Solar•Riverside County.CA Principal Investigator/Project Manager.Ms.Aron oversaw all aspects of deontological resources including Bureau of Land Management(BLIVO authorization and permitting to conduct surveying and a research design for field reconnaissance and documentation of4,000 acres in Desert Center near Palm Springs.She co-authored a Paleontological Mitigation and Monitoring Plan (PMMP) in accordance with Riverside County and BLM guidelines.The protocol was developed as a practical tool for managing compliance with laws relating to paleontological resources including CEQA and NEPA compliance. For nearly four years, Ms.Aron oversaw paleontological monitoring during ground-disturbing construction activities. Several significant ice age fossils were recovered, identified,and curated from this project. Due to these discoveries,Ms.Aron recommended a change to the sensitivity classifications of sediments on the project and updated the PMMP concurrently. French Valley Parkway Interchange Calrrans.District 8•Riverside County,CA Principal Investigator/Project Manager.Ms.Aron co-authored a Final Paleontological Monitoring completed in accordance with CEQA,Caltrans' Standard Environmental Reference,and Riverside County requirements and oversaw paleontological construction monitoring during earth-moving activities,including trenching,grading,and drilling due to the projects proximity to moderately sensitive paleontological formations.This work was conducted in accordance wit�i e California Environmental Quality Act(CEQA),as well as Caltrans SER and Riverside County requirements.The French Valley Parkway Interchange is designed to reduce congestion and improve safety by relieving the I-151Winchester Road Interchange and minimizing weaving movements on I-15 between Winchester Road and the I-151I-215 Junction.During construction monitoring,a partilhome jaw was discovered and salvaged along with a poorly preserved mammoth tusk fragment.Due to Paleo Solutions salvaging methods,construction was not affected. Specimens were prepared to the point of identification and euration at the Paleo Solutions laboratory using industry-standard paleontological methods,including utilizing an air abrader,dental tools and preserved with PalcoBond.The specimens were deeded.to the Natural History Museum of Los Angeles. Perris Dam Remediation Program California Department of Water Resources•Riverside County,CA Principal Investigator/Project Manager.Ms.Aron authored an update to the Paleontological Resource Monitoring and Mitigation Plan(PRMMP) to assist with compliance with mitigation measures in the Draft Environmental Impact Report,California Stare requirements,and Riverside County General Plan requirements for DWRs proposed project to remediate Lake Perris,replace the outlet tower,and construct an outlet conveyance to connect with the Perris Valley Storm Drain. Santa Ana River Trunk Sewer Replacement Project Phase II City of Riverside•Riverside County,CA Principal PaleontologisdProject Manager. Ms. Aron oversaw paleontological and archaeological monitoring and developed, implemented, and presented a Workers Environmental Awareness Training to constmction personnel on the City of Riverside's project chat is installing approximately 10,500 feet of new 48-inch Centrifugally Cast Fiberglass Reinforced Plastic Mortar(CCFRPM)Pipe,to replace two existing sewer pipes running along the Santa Ana River from the easterly end of Martha McLean-Anza Narrows Park to the westerly end of Ryan Bonaminio Park. PALEO SOLgIONS,INC. 2 A.5. Example Historic Resource Reports & References Please refer to the tabbed sections following this proposal for two sample historic resource reports that demonstrate our work in cities of a size similar to the City of Palm Springs. Sample Document— Fresno Fulton Street Survey This report documents the results of a historic resources survey is to determine whether a six-block segment of Fulton Street in downtown Fresno, is eligible for listing in the National Register of Historic Places following the completion of the Fulton Mall Reconstruction Project which reconfigured much of the 1964 Garrett Eckbo-designed Fulton Mall landscape and reopened the pedestrian mall to automobile traffic. In addition, this survey re-evaluates the remaining features of the Fulton Mall (the "Fulton Mall Landscape") to determine if this National Register-eligible resource remains eligible for listing after the reconstruction project. The survey included evaluation of all properties within the survey area and full documentation of survey findings. References: Karana Hattersley-Drayton Historic Preservation Project Manager, City of Fresno 559.621.8520 Karana.hattersley-drayton@fresno.gov Wilma Quan-Schecter City Manager, City of Fresno (559) 621-7770 Wilma.Quan-Schecter@fresno.gov Sample Document— Mission Bell Motel, Ventura This Phase 1 Historic Assessment Report evaluates the property at 3237 and 3241 East Main Street, currently operating as the Mission Bell Motel, in the City of Ventura, California for potential historic significance. The conclusions of this report are based on a review of the relevant historic contexts, including an analysis of the eligibility criteria and integrity PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 29 thresholds for listing in the National Register of Historic Places, the California Register of Historical Resources.and as a City of Ventura Historic Landmark. Reference: Tim Rosenstein Associate Planner Community Development Department, City of Ventura 805.654.7758 cityofventu ra.ca.gov A.6. Understanding of Broad Patterns of the Historic Development and Architectural Significance of the Built Environment of Palm Springs Because HRG conducted the first citywide historic resources survey and developed the first comprehensive citywide historic context statement for the City of Palm Springs, our firm has a deep knowledge of the development of the city. The historic context statement addressed Palm Springs' significant architectural legacy, important development patterns, and social and cultural history in the city. The team conducted extensive research throughout the course of the project and has amassed a great deal of data and materials associated with the history of the city. We are familiar with local research repositories and understand the nuances and challenges of researching specific aspects of city history. In addition, we have great familiarity with the City's Historic Preservation Ordinance and processes. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 30 Section B: Proposal Organization, Conformance and Firm's Understanding of Project and Scope of Work B.1 . Review and Verification of Proper Organization, Format, Order and Conformance of Proposal This proposal has been reviewed to ensure quality control with the stated parameters in this RFP. B.2. Project Understanding HRG understands that the City of Palm Springs is requesting on-call historic preservation services to assist the City with the evaluation of potential historic sites, prepare historic resource reports, and provide other preservation-related services, as needed for properties representing all periods of historic development, architectural styles, and property types, including buildings, landscapes, and other features. As part of the historic resources survey for the City, HRG developed eligibility standards to assist with the identification and evaluation of historic properties in Palm Springs, using best practices as outlined by OHP and the NPS,.and in accordance with the local criteria in Municipal 1 Code Chapter 8.05. We therefore bring a unique perspective to on-call consulting in the City, with an understanding of not only Palm Springs' history, but also local codes and processes. We understand that the required services may vary depending on the type of project, but in general we understand the process required for preparing historic resource reports, including the preparation of relevant contexts; California Department of Parks and Recreation (DPR) forms documenting properties and districts; field surveys, for which we have particular expertise and knowledge of the geography of Palm Springs; preparation of National Register nominations; and project review for compliance with the Secretary of the Interior's Standards. HRG has worked with public agencies throughout California on the identification, evaluation, and treatment of potential historic resources, and as an expert in environmental review under the National Historic Preservation Act (NHPA) and the California Environmental Quality Act (CEQA). With a firm understanding of the regulatory environment and the application of guiding documents of the historic preservation field, HRG is prepared to assist City staff in services as requested. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 31 B.3. Potential Key Issues & Effective Resolution Issues can arise through lack of understanding of a project's parameters, failure to utilize effective tools for data collection, and lack of regular communication with City staff. Historic Resources Group successfully manages projects through careful communication and oversight. Client communication is the first key to an efficient project, including developing a firm understanding of project requirements and schedule before a project commences. Throughout a project, HRG will remain in close contact with City staff, providing frequent status updates and immediate notification of any issues or challenges. In order to stay on budget and schedule, all projects are overseen by an HRG principal. There.is regular monitoring of workload and the status of each ongoing project, and quality control is ensured by thorough review of work product before it is finalized. Upon receipt of a Notice-To-Proceed from the City, the Principal-in-Charge will assign staff and schedule the necessary tasks. Throughout the project, HRG will remain in close contact with City staff, providing frequent status updates and immediate notification of any issues or challenges. Project workload is regularly monitored to ensure all projects stay within budget and meet schedule deadlines. Quality control is maintained by a thorough review of work product before it is finalized. Preparation would begin by gaining an understanding with City staff about project goals and objectives, known issues, desired outcomes, and schedule. HRG tasks will begin with a review of available existing materials, including previous historic listings and evaluations, historic contexts, planning documents and other previous studies. HRG staff would then conduct research of primary and secondary sources, including newspapers and periodicals, local histories, architect and landscape architect papers and archives, and other archival materials, as needed, to understand the historic significance, or potential historic significance of the subject property or properties. HRG staff will next conduct a site visit to survey and document existing conditions in order to provide a compreherisive understanding of the site and its significance. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 32 Section C: Firm Experience and Ability to Provide Historic Resource Professional Services With proven expertise in issues related to the preservation of the historic built environment, Historic Resources Group has provided a wide range of preservation services since its founding in 1989. We have provided on-call consulting services for municipalities throughout Southern California and are able to dedicate appropriate staff resources to working with the City of Palm Springs. HRG understands the value of historic preservation planning in order to guide sound land use decisions and ensure compliance with federal, state, and local regulations. HRG has worked with public agencies throughout California on the development of historic context statements and the identification and evaluation of potential historic resources. HRG's area of practice includes: • Architectural Consultation • Building Condition Assessments • Compliance with the Secretary of the Interior's Standards for Rehabilitation • Comprehensive Preservation Planning and Design Guidelines • Cultural Landscape Reports Design and Construction Monitoring • Environmental Review: CEQA, NEPA, and Section 106 • Feasibility Studies • Federal Investment Tax Credit Certification • Historic Resource Evaluations and Local Nominations • Historic Resource Surveys • Historic Structure Reports • Mills Act Property Tax Reduction • National Register Nominations C.1. Ability to Turn-Around Project Assignments in a Timely Manner HRG has successfully managed numerous large-scale projects, including multi-year surveys and complex rehabilitation projects, through careful coordination and oversight, while maintaining consistent communication with the client throughout the process. Our workload involves managing multiple projects simultaneously and ensuring proper PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 33 staffing and continuity. Firm Principals always perform quality control checks on work product and continually monitor staff workloads and productivity to ensure timely submission of work product to clients. With a proven track record spanning thirty years, HRG understands how to successfully manage projects both large and small. C.2. Analyze and Prepare Historic Resources Reports for Modern Sites/Buildings and those that have not yet reached fifty years of age The firm has specific experience with post-World War II development, which plays a significant role in the development of Palm Springs, and has worked on numerous sites that have gained significance within the past 50 years. A brief list of projects related to resources from the recent past include: the Recent Past Historic Context Statement for the City of Pasadena; Survey of Modern Resources for the City of Riverside; a Multiple Property Documentation form for the residential work of John Lautner for listing in the National Register of Historic Places (which included the designation of eight individual properties); the National Historic Landmark nomination for the Eames House (Case Study House #8); the National Register nomination for the Stevens House (John Lautner); Historic-Cultural Monument and Mills Act applications for the Gould-LaFetra House (Ray Kappe), Rich House (Thornton Abell), and Volk House (A. Quincy Jones and Whitney Smith); outreach efforts for the Village Green; rehabilitation tax credit projects for the Forum in Inglewood (which included listing in the National Register prior to reaching the 50-year threshold), and Lincoln Place, Chase Knolls, and the Standard and Pegasus Hotels in Los Angeles. A number of HRG staff hold memberships in Docomomo_US, a non-profit "dedicated to the documentation and conservation of buildings, sites and neighborhoods of the modern movement" Managing Principal, Christine Lazzaretto, is Founding and current Vice President of the Southern California chapter of Docomomo_US, and an avid enthusiast as well as professional expert in Modern architecture. C.3. Apply the National Park Service's criteria for evaluating Historic Properties HRG has extensive experience in evaluating historic resources, both as part of survey projects and for individual assessments using the NPS Criteria for Evaluation. Properly prepared historic resource assessments include conducting research of primary and secondary resources, understanding the local evaluation and designation process, PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 34 evaluating district boundaries, and identifying significant architectural styles and property types prior to making a determination of significance. All of HRG's work adheres to the National Park Service's Bulletins, including Bulletin 15: How to Apply the National Register Criteria for Evaluation, and The Secretary of the Interior's Standards and Guidelines for the Treatment of Historic Properties. These National Park Service publications inform the appropriate process to determine eligibility for listing on either the State of California register or the National Register and for appropriate architectural treatments of a building. CA..Use and Application of the Standard Industry DPR 523 Forms HRG has conducted numerous historic resources surveys and evaluations for individual properties and potential historic districts using the California Department of Parks and Recreation Series 523 Forms (DPR forms). The forms were developed by OHP in order to standardize data collection for the recordation and evaluation of potential historic resources in California. While OHP has been working to update the forms, they are still the industry standard for documenting historic resources. Recent HRG projects that included the preparation of DPR forms include surveys for Fresno, South Glendale, South Pasadena, and Riverside; in addition, all historic resources evaluations in the City of Beverly Hills require the preparation of forms, along with assessment reports and certain environmental review documents for the City of Los Angeles, and evaluations conducted for Section 106 of the NHPA. For examples of DPR forms that HRG has prepared please refer to the City of Fresno Fulton Corridor report included as a sample report in the tabbed section following this proposal. C.5. Provide Historic Resource Assessments for Environmental Review Compliance Under Programs Including the California Environmental Quality Act (CEQA), Including Archaeological Reports and Assessments HRG is an expert in the area of environmental review in California, and these activities constitute a large part of our practice. The firm has participated in the environmental review of numerous high-profile and complex projects and has successfully worked with lead agencies and other stakeholders to resolve CEQA-related issues. HRG has prepared hundreds of environmental review compliance documents, including cultural resource technical reports and sections for Mitigated Negative Declarations and PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 35 Environmental Impact Reports. In addition, HRG was the administrator of the City of Los Angeles' Programmatic Agreement for Section 106 review for 13 years, which was done in. coordination with the Community Development Department and the Los Angeles Housing Department as part of their responsibilities under CEQA. A select list of environmental review documents prepared by HRG includes: • Archer School for Girls • CBS Columbia Square • Chapman University VPOA Packing House Adaptive Reuse and West Residential Village • City of Fresno Fulton Corridor and Downtown Neighborhoods Specific Plans • Golden State Mutual Life • Herald Examiner • Los Angeles International Airport Landside Access Modernization Program • Los Angeles Memorial Sports Arena Redevelopment Project • Loyola Marymount University Master Plan • NBC Universal Evolution Plan • Palladium Residences • Paramount Pictures Master Plan • Sunset-Bronson Studios Entertainment Center Project • University of Southern California Master Plan C.6. Develop Other Historic Preservation-related Documents Throughout its history, HRG has participated in shaping historic preservation policy in Southern California. HRG has participated in preservation planning efforts in numerous municipalities throughout California and has successfully worked with staff and stakeholders to craft .policy documents including historic preservation ordinances, incentive programs, preservation elements, and design and preservation guidelines. In addition, clients, including municipalities, commissioners, developers and private individuals, have counted on HRG's depth of knowledge and experience to address technical details and provide guidance related to historic preservation practice. Select projects related to the development of historic preservation policy include: • . City of Goleta, Preservation Ordinance • City of Fresno, Fulton Corridor and Downtown Neighborhoods PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 36 • City of Paso Robles, Historic Preservation Ordinance • City of Long Beach, Historic Preservation Element • City of West Hollywood, Historic Preservation Element • City of Santa Monica, Historic Preservation Element • City of Ventura, ongoing on-call consulting services, citywide historic resources survey, and assistance with General Plan Update Los Angeles International Airport, Historic Assessments, Environmental Review, and Preservation Plan • University of Southern California, Preservation Plan • NBC Universal Evolution Plan Please refer to tabbed sections following proposal for this sample report: Sample Document— NBC Universal Preservation Plan HRG developed the NBC Universal Preservation Plan to guide preservation of the potential Universal Studios Historic District which was identified as significant for its association with the development of the motion picture industry in Los Angeles. The Plan now serves as the framework for future repair, maintenance, and alteration and guide architects and designers in designing compatible new construction within the Historic District. Reference: Joy Forbes Vice President, Planning and Development, Global Real Estate NBC Universal 818.777.4011 Joy.forbes@nbcuni.com C.7. Analyze and Prepare Focused Context Statements and Evaluation of Sites for Historic District Nominations In order to understand the significance of the historic and architectural resources in the City of Palm Springs, it is necessary to examine those resources within a series of contexts. This includes focused studies to understand the potential historic significance of historic sites and historic districts. Identifying and documenting the appropriate historic PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 37 context depends on the specific needs of each project. Context statements often cover broad geographic areas (e.g. citywide contexts), but they can also examine a specific neighborhood or smaller geographic area (e.g. a potential historic district) or be thematically based (e.g. provide contextual information for the evaluation of LBGTQ resources, resources associated with women's history, resources that represent a specific property type, etc.). The overarching purpose of any historic context statement is to place built resources in the appropriate historic, social, and architectural context so that the relationship between the physical environment and its broader history can be established. This also helps to ensure that the City is evaluating similar resource types in a consistent manner citywide. Historic resource surveys and the development of historic context statements constitute a large part of HRG's practice. HRG has prepared historic resources studies for communities throughout California and is a leading consultant in the design and implementation of effective historic preservation programs. We have evaluated numerous potential historic districts for eligibility for designation at the federal, state, and local levels; this work includes the development of appropriate contextual information in order to properly evaluate each resource. Geographically-based contexts include the identification of a potential historic district associated with the original development of San Clemente; neighborhood-based contexts for the Ard Eevin, Royal Boulevard, and Cumberland Heights historic districts in the City of Glendale; and the Holmby Westwood and Melrose Hill potential historic districts in Los Angeles. In addition, we have conducted surveys for specific plan or community plan areas for numerous municipalities; these studies include the development of focused historic contexts specific to the development of these areas, while also relating to broader, citywide development patterns. HRG staff have also prepared numerous thematically-based historic contexts and nominations. These include context statements related to Chinese and Japanese American settlement in Los Angeles; Women's Civil Rights; and a current study looking at the intersection of suburbanization and race in Long Beach. For the evaluation of historic districts, the focused context would provide information for the development of the neighborhood or geographic area. In Palm Springs, many potential historic districts may be related to the historic tract development, particularly in the post-World War II era when many neighborhoods developed in a short amount of time. There is specific guidance from OHP, the NPS, and Caltrans for evaluating potential PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 38 historic districts. Important factors for evaluating historic districts within a definable geographic area include a common theme or pattern of development, a distinct sense of time and place, and an overall cohesion and ability of the district to convey its historic significance. C.8. Conduct Field Surveys on Individual Sites to Complete Historic Resource Reports HRG staff would conduct fieldwork as part of any historic resource report or evaluation for the City. Preparation for most projects, including site inspections, would begin with a review of any available materials provided by the City, including planning documents, contexts, histories, and other studies. HRG staff would then conduct research of primary and secondary sources, including newspapers and periodicals, local histories, architect and landscape architect papers and archives, building permits and archival materials, and other materials as needed in order to understand the development history, period of significance, and potential changes overtime. With a solid foundation on the history of the site, HRG would then conduct the field survey. As part of the survey, HRG staff would document the existing conditions, alterations, and character-defining features in order to provide a comprehensive understanding of the site and its significance. Documentation would include photographs (keyed to a site plan, if needed), documentation of all alterations known through permit history and visual observation, and identification of those features that convey the property's potential significance. It is understood that access to private property may be limited; HRG staff typically conducts site visits from the public right-of-way, unless the property owner specifically grants access. CA Complete Nomination Packages for Listing on the National Register of Historic Places HRG has extensive experience in evaluating historic resources, both as part of historic resources surveys and individual assessments. These assessments include conducting research of primary and secondary resources, understanding the local evaluation and designation process, evaluating district boundaries, and identifying significant architectural styles and property types. HRG also has experience successfully nominating historic resources that are less than fifty years of age or which are more unusual sites. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 39 HRG has completed numerous successful nominations for historic designation at the federal, state, and local levels. Select National Register nominations include: • Community Settlement House, Riverside, CA; designated under the Latinos in Twentieth Century California Multiple Property Documentation • Drucker House, Claremont; successfully nominated under Criterion B and exhibiting exceptional importance • Ford Place Historic District (Fuller Theological Seminary) National Register nomination, Pasadena, CA • The Forum, Inglewood, Charles Luckman, 1967; successfully nominated before reaching the 50-year threshold • Grand Central Air Terminal, Glendale, Henry L. Gogerty, 1930 • Hollywood Palladium, Los Angeles, Gordon Kaufmann, 1940 • John Lautner Residential Architecture in Southern California, 1940-1994 Multiple Property Documentation Form and the nomination of eight individual Lautner residences • Lincoln Place, Los Angeles, Heth Wharton and Ralph Vaughn, 1951 • Merwin House, Pasadena, Greene & Greene, 1905; nominated under The Residential Architecture of Pasadena, CA, 1895-1918: The Influence of the Arts and Crafts Movement MPDF • Rockhaven Sanitarium Historic District, Glendale; established by Agnes Richards, 1923 • Rubel Castle Historic District, Glendora; a folk-art site • Thomas House, La Canada, Theodore Criley, 1949; built for pioneering-Disney animator Frederick"Frank Thomas;" successfully nominated under Criterion B and exhibiting exceptional importance • University of Southern California Historic District National Register Nomination, Los Angeles • Yamashiro, Los Angeles, Franklin Small, 1914 C.10. Review Development Projects for Compliance with the Secretary of the Interior's Standards HRG architectural staff assists both municipalities and property owners in identifying appropriate exterior alterations, proper treatment of historic features and materials PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 40 (including window repair) and evaluating proposed alterations according to the Secretary of the Interior's Standards. Select projects where HRG provided architectural consultation and compliance with the Standards include: • CBS Columbia Square • Chapman University VPOA Packing House Adaptive Reuse and West Residential Village • Glendale Central Air Terminal • Golden State Mutual Life • Herald Examiner • Los Angeles International Airport Landside Access Modernization Program • NBC Universal Evolution Plan • Palladium Residences • Paramount Pictures Master Plan • Rose Bowl • Sunset-Bronson Studios Entertainment Center Project • University of Southern California Master Plan • Venice High School • Wallis Annenberg Center for the Performing Arts, Beverly Hills • Wilshire Boulevard Temple PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 41 Section D: Local Preference D.1. Local Preference Historic Resources Group does not qualify for Local Preference, nor does the proposed subconsultant firm, PaleoSolutions, Inc. D.2. Team Members with Local Expertise Historic Resources Group's staff members have extensive local expertise in the City of Palm Springs. As part of the ongoing efforts to identify and evaluate the City's historic resources, in 2014 the City of Palm Springs embarked on a citywide historic resources survey and development of a comprehensive historic context statement. The context was developed by Historic Resources Group (HRG), including Christine Lazzaretto, Managing Principal; John LoCascio, AIA, Principal; Molly Iker-Johnson, Architectural Historian; and Sian Winship, Architectural Historian. The field study was conducted by HRG staff Christine Lazzaretto, Managing Principal; Paul Travis, AICP, Managing Principal; Robby Aranguren, Planning Associate/GIS Specialist; John LoCascio, AIA, Principal; and Sian. Winship. HRG has also prepared historic resource evaluations on individual properties in the City, with staff members, Christine Lazzaretto, Molly Iker-Johnson, and Robby Aranguren performing site visits and/or project work. The following Team Members have prior experience in the City of Palm Springs; their role in the overall project is listed below. Christine Lazzaretto, Managing Principal, will share responsibilities with Paul Travis, Managing Principal, and will serve as the City's point-of-contact and will manage project scheduling, staff assignments and quality control of project work. She will provide oversight throughout projects, will participate in meetings and public hearings, will be available for consultation with City staff, as needed, and will be responsive to comments and requested revisions. Paul Travis, AICP, Managing Principal, will share responsibilities with Christine Lazzaretto and will serve as the City's point-of-contact on selected projects, and will manage project scheduling, staff assignments and quality control of project work. He will provide oversight throughout the project, will participate in meetings and public hearings, PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 43 will be available for consultation with City staff, as needed, and will be responsive to comments and requested revisions. John LoCascio, AIA, Principal, will provide project support with any needed information regarding historic architecture and compliance with the Secretary of the Interior's Standards, as well as providing project alternatives to conform to the Standards. Sian Winship, Architectural Historian, will conduct historical research, participate in site visits, and will assist in report production. Molly Iker-Johnson, Associate Architectural Historian, will conduct historical research, participate in site visits and photographic documentation, and will assist in report production. Robby Aranguren, Planning Associate/GIS Specialist, will conduct building permit research, site visits, and photography; and assist the team with GIs mapping. PROPOSAL On-Call Historic Resource Professional Services RFP HISTORIC RESOURCES GROUP 44 EXHIBIT"D" SCHEDULE OF COMPENSATION (See attached) f ATTACHMENT "C" FEES/COST PROPOSAL/RATES *THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR COST PROPOSAL(Envelope#2)* If necessary,you may attach additional sheets. REQUEST FOR PROPOSAL (RFP#08-20) ON-CALL HISTORIC RESOURCE REPORT SERVICES Responding to Request for Proposal No. 08-20 for providing on-call Historic Resource Report Services, I/WE the undersigned will accept the following hourly rates and other costs as defined, for providing the services as defined within the Scope of Services: PRIME CONSULTANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE: Managing Principal $ 200 Principal $ 150 Senior Architectural Historian/Preservation Planner/Architect $ 100 Staff Photographer $ 75 Staff Architectural Historian/Preservation Planner/Architect $ 75 Assoc. Staff Architectural Historian/Pres. Planner/Architect $ 75 Clerical 1 $ 60 SUB CONSULTANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE: Program Manager $210 Principal Investigator $170 Senior Scientist $135 Associate Scientist $ 95 Staff Scientist $ 75 Principal GIS $110 Senior Project Coordinator $110 Reimbursable Expenses the City will be charged (if any) must be identified below: (note that consultants may not charge the city for any expenses that are not defined this Cost Proposal and included in the final Schedule of Compensation as mutually agreed to in the contract, if awarded*). REIMBURSABLE EXPENSE: Cost/Rate: Mileage Reimbursement $ IRS Rate Special Studies $ At Cost Project-related Expendable Supplies $ At Cost 17 $ $ $ Any other expenses, not otherwise defined above, that the City would be charged In the performance of the scope of services (if any) must be identified below: (note that consultants may not charge the city for any expenses that are not defined this Cost Proposal and included in the final Schedule of Compensation as mutually agreed to in the contract, if awarded*). OTHER EXPENSES: Cost/Rate: is PRICING FOR INITIAL 3 YEAR TERM AND CPI ADJUSTMENTS FOR OPTIONAL RENEWALS: For the initial three (3)years of the Agreement term, the hourly rates and other unit costs are fixed. For optional years 4 and 5, Consultant may request a price adjustment not to exceed the Bureau of Labor Statistic's Consumer Price Index (CPI) for the LA/Riverside/Anaheim region for the prior 12 month period effective on the anniversary date. Optional renewal years 4 and 5, and any associated CPI increase, are at the mutual consent of the City and the Contractor. NOTEr This page MUST-be manually signed. Certified by: Historic Resources Grouo Firm�(�T' Signa—ture ofAutho irzed Perso Andrea Humberaer_ Printed Name Business Operations Principal Title Date 18 EXHIBIT"E" SCHEDULE OF PERFORMANCE This is a contract for"on-call'services. The schedule of performance is dependent on the complexity of the project assigned and will be provided in the proposal for each particular project as submitted. H"-810dq HISTOR2 OP ID:SN CERTIFICATE OF LIABILITY INSURANCE DATE 312 0 2 0I 01/23/2020 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Sunshine Justiniano NHC Insurance Services Inc 796 W.9th Street aCo N En:310-221-0917 ac Na:310-221-0966 San Pedro,CA 90731 ADDRIE Leana Wedlock SS,sunshine@nhcinsurance.com INSURER(S)AFFOROING COVERAGE NAICp INSURERA:CNA/Continental Casualty Co. 20443 INSURED HISTORIC RESOURCES GROUP, LLC INSURER B:Employers Preferred Ins.Co. 10346 Andrea Humberger 12 S.Fair Oaks Ave.#200 INSURER C: Pasadena,CA 911 0 5-1 91 5 INSURERD: INSURERE: NSURERF: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR POLICYEFF POLICYEXP LTR TYPE OF INSURANCE POUCYNUMSER MM/OD MMRID LIMITS GENERALLIABILITY EACH OCCURRENCE S 2,000,00 A COMMERCIAL GENERAL LIABILITY X PREMISES Ea occurrence S 300,00 CLAIMS-MADE OCCUR MEDEXP(Anyoneperson) S 10,00 X Contractual Liab. 6011523632 06111/2019 06/11/2020 PERSONAL S ADV INJURY S 2,000,00 GENERAL AGGREGATE S 4,000,00 GENL AGGREGATE LIMITECT APPLIESPER: PRODUCTS- S 4,000,00 X POLICY PRO- LOC S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,00 Ea accident S A ANY AUTO 6011523632 06/1112019 06/1112020 BODILY INJURY(Per person) S ALLOWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS X HIRED AUTOS X NON-OWNED PROPERTY DAMAGE S AUTOS PERACCIDENT NO COMPANY S OWNED AUTO X UMBRELLA LIAR N OCCUR EACH OCCURRENCE S 2,000,00 A IXCESS LAB CLAIMS-MADE 6011525140 06/11/2019 06111/2020 AGGREGATE S 2,000,00 OED X,_RETENTION$ 10,000 S WORKERS COMPENSATION X OC SLAMIUS EH AND EMPLOYERS'LABILITY B AOFFICRERIMEMBER EXCLUDED? oUrrvE YIN❑ NIA X EIG2937439-00 10/27/2019 0710612020 E.L.EACH ACCIDENT S 1,000,00 (Mandatory In NH) E.L.DISEASE EA EMPLOYEd S 1,000,00 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POIJCY LIMR S 1,000,00 A Professional Liab. EEH288355010 07/06/2019 07/0612020 Ea.Claim 2,000,00 Deductible$10,000 RETROACTIVE DATE:FULL Aggregate 2,000,00 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101.Additional Remarks Schedule,if more apace is required) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30* DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. CERTIFICATE HOLDER CANCELLATION CITYPAL SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE CITY OF PALM SPRINGS THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ATTN:CITY MANAGER/CITY CLERK ACCORDANCE WITH THE POLICY PROVISIONS. 3200 E.TAHQUITZ CANYON WAY PALM SPRINGS,CA 92262 AUTHORQED REPRESENTATIVE 01988.2010 ACORD CORPORATION. All rights reserved. ACORD 26(2010105) The ACORD name and logo are registered marks of ACORD SB146932F CNA (Ed.6-16) HISTORIC RESOURCES GROUP,LLC POLICY#6011523632 BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS TABLE OF CONTENTS I. Blanket Additional Insured Provisions A. Additional Insured—Blanket Vendors B. Miscellaneous Additional Insureds C. Additional Provisions Pertinent to Additional Insured Coverage 1. Primary—Noncontributory provision 2. Definition of"written contract." 11. Liability Extension Coverages A. BodilyIniury—ExpandedDefinition B. Broad Knowledge of Occurrence C. Estates, Legal Representatives and Spouses D. Legal Liability—Damage to Premises E. Personal and Advertising Injury—Discrimination or Humiliation F. Personal and Advertising Injury—Broadened Eviction G. Waiver of Subrogation-Blanket 1. BLANKET ADDITIONAL INSURED PROVISIONS A. ADDITIONAL INSURED—BLANKET VENDORS Who Is An Insured is amended to include as an additional insured any person or organization (referred to below as vendor)with whom you agreed under a "written contract" to provide insurance, but only with respect to "bodily injury"or"property damage"arising out of"your products"which are distributed or sold in the regular course of the vendor's business,subject to the following additional exclusions: 1. The insurance afforded the vendor does not apply to: a. 'Bodily injury" or"property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; b. Any express warranty unauthorized by you; c. Any physical or chemical change in the product made intentionally by the vendor; d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; SB146932F(6-16) Page 1 of 7 Copyright,CNA All Rights Reserved. SB146932F CNA (Ed.6-16) b. Co-owner of Insured Premises A co-owner of a premises co-owned by you and covered under this insurance but only with respect to the co-owners liability for"bodily injury", "property damage" or"personal and advertising injury" as co-owner of such premises. c. Grantor of Franchise Any person or organization that has granted a franchise to you, but only with respect to such person or organization's liability for "bodily injury', "property damage", or "personal and advertising injury" as grantor of a franchise to you. d. Lessor of Equipment Any person or organization from whom you lease equipment, but only with respect to liability for"bodily injury', "property damage" or "personal and advertising injury" caused in whole or in part by your maintenance, operation or use of such equipment, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury" takes place prior to the termination of such lease. e. Lessor of Land Any person or organization from whom you lease land, but only with respect to liability for"bodily injury", "property damage" or"personal and advertising injury' arising out of the ownership, maintenance or use of that specific part of the land leased to you, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury", takes place prior to the termination of such lease.The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. f. Lessor of Premises An owner or lessor of premises leased to you, or such owner or lessor's real estate manager, but only with respect to liability for"bodily injury", "property damage" or"personal and advertising injury" arising out of the ownership, maintenance or use of such part of the premises leased to you, and provided that the"occurrence"giving rise to such "bodily injury"or"property damage" or the offense giving rise to such "personal and advertising injury',takes place prior to the termination of such lease.The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. g. Mortgagee,Assignee or Receiver A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee, or receiver's liability for"bodily injury", "property damage" or"personal and advertising injury" arising out of the ownership, maintenance,or use of a premises by you. This insurance does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. h. State or Political Subdivisions A state or government agency or subdivision or political subdivision that has issued a permit or authorization, but only with respect to such government agency or subdivision or political subdivision's liability for"bodily injury","property damage"or"personal and advertising injury"arising out of: (1) The following hazards in connection with premises you own, rent, or control and to which this insurance applies: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults,street banners, or decorations and similar exposures; or (b) The construction, erection, or removal of elevators;or (c) The ownership, maintenance or use of any elevators covered by this insurance; or SB146932F(6-16) Page 3 of 7 Copyright,CNA All Rights Reserved. SB146932F CNA (Ed.6-16) (1) The"bodily injury or"property damage'; or (2) The offense that caused the"personal and advertising injury"; for which the additional insured seeks coverage. II. LIABILITY EXTENSION COVERAGES It is understood and agreed that this endorsement amends the Businessowners Liability Coverage Form. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision,and the changes made by this endorsement to such provision do not apply. A. Bodily Injury—Expanded Definition Under Liability and Medical Expenses Definitions,the definition of"Bodily injury"is deleted and replaced by the following: "Bodily injury" means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury by that person at any time which results as a consequence of the physical injury,sickness or disease. B. Broad Knowledge of Occurrence Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended to add the following: Paragraphs a.and b.above apply to you or to any additional insured only when such "occurrence,"offense, claim or"suit"is known to: (1) You or any additional insured that is an individual; (2) Any partner,if you or an additional insured is a partnership; (3) Any manager, if you or an additional insured is a limited liability company; (4) Any"executive officer"or insurance manager, if you or an additional insured is a corporation; (5) Any trustee, if you or an additional insured is a trust;or (6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity. This paragraph applies separately to you and any additional insured. C. Estates, Legal Representatives and Spouses The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under this policy;provided, however,coverage is afforded to such estates, heirs,legal representatives and spouses only for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks damages from marital common property, jointly held property, or property transferred from such natural person insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative or spouse outside the scope of such person's capacity as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership Named Insureds are insureds with respect to such spouses'acts,errors or omissions in the conduct of the Named Insured's business. D. Legal Liability—Damage To Premises 1. Under B. Exclusions, 1.Applicable to Business Liability Coverage, Exclusion k. Damage To Property, is replaced by the following: k. Damage To Property "Property damage"to: 1. Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity;for repair, replacement, enhancement, restoration or maintenance of SB146932F(6-16) Page 5 of 7 Copyright,CNA All Rights Reserved. SB146932F CNA (Ed.6-16) (b) Any "executive officer," director, stockholder, partner, member or manager (if you are a limited liability company)of the insured;and (2) Not directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person or person by any insured. 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the exclusion entitled Personal and Advertising injury is amended to add the following additional exclusions: (15)Discrimination Relating to Room,Dwelling or Premises Caused by discrimination directly or indirectly related to the sale, rental, lease or sub-lease or prospective sale, rental, lease or sub-lease of any room, dwelling or premises by or at the direction of any insured. (16)Employment Related Discrimination Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any insured. (17)Fines or Penalties Fines or penalties levied or imposed by a governmental entity because of discrimination. 3. This provision (Personal and Advertising Injury — Discrimination or Humiliation) does not apply if Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by endorsement. F. Personal and Advertising Injury-Broadened Eviction Under Liability and Medical Expenses Definitions, the definition of 'Personal and advertising injury" is amended to delete Paragraph c.and replace it with the following: c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord orlessor. G. Waiver of Subrogation—Blanket We waive any right of recovery we may have against: a. Any person or organization with whom you have a written contract that requires such a waiver. All other terms and conditions of the Policy remain unchanged. SB146932F(6-16) Page 7 of 7 Copyright,CNA All Rights Reserved. WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed.4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy.We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 %of the California workers' compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description With respect to all employees subject to the workers' compensation laws of the state of California, any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. This policy is subject to a minimum charge of$250 for the issuance of waivers of subrogation This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The Information below is required only when this endorsement is Issued subsequent to preparation of the policy.) This endorsement, effective 10/27/2019 at 12:01 AM standard time, forms a part of Policy No. EIG 2937439 00 Of the EMPLOYERS PREFERRED INS. CO. Carrier Code 00920 Issued to HISTORIC RESOURCES GROUP Endorsement No. Premium Countersigned at on By; G� D� Authorized Representative WC 04 03 06 (Ed.4-84) ©1998 by the Workers'Compensation Insurance Rating Bureau of California.All rights reserved. Client#: 574413 48S-d9'A ?-7jr4 COOKINLET8 A_k 33 ACURD. CERTIFICATE OF LIABILITY INSURANCE DADIYYYY) s/2n7/207nozz THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder t t ADDITIONAL INSURED, the a policy, must have ADDITIONAL INSURED provisions or b eendorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER Marsh 8 McLennan Agency LLC 1031 West 4th Avenue RECEIVED Suite 400 NCOWAME:AC Jamie Esquivel aONNo En:807276-5617 907276.6292 Ate'"° 'a L ADDRESS: jamie.esquivel@marshmma.com mSURER(S)AFFORDINGCOVERAGE NAIC• Anchorage, AK 99501 JUL 19 2022 INSURER A: Evanston Insurance Company 35378 INSURED North Wind Resource Consu(cFlff e City Clerk Idaho IdahHigham Streeto Falls, ID 83402 INSURER B: Navigators Specialty Insurance Company 36056 INSURER C: American Zurich Insurance Company 40142 INSURER D: Zurich American Insurance Company 16535 INSURER_E: INSURER F: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTRR TYPE OF INSURANCE -INSR ADD[ B WVD POLICY NUMBER POLICY EFF MMIDD PO EX], M LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE EXOCCURPREMISES MKLVSENV103641 0710112022 07/01/202 $1 000000 UEgACCHHlOECCCURRENCE haREoeNa mrrce s300 OOO X SIR: $1 00k Each MEDEXP onepera°n) s5000 Occurrence PERSONAL SADVINJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PROPOLICY GENERAL AGGREGATE s2,000000 PRODUCTS -cometoP AGG 52,000000 ECTT LOC OTHER $ D AUTOMOBILE LIABILITY BAP011748807 D 7/01/2022 07/01/202 COMBINED SINGLE LIMIT $11,000,000 X ANY AUTO BODILY INJURY(Perperson) S OWNED SCHEDULED AUTOS ONLY AUTOS $ BODILY INJURY (Per amMenl) HIREDED NED ONLY AUTOS NLY AUTOS ONLY S PROPERTY DAMAGE Par acciderd S B UMBRELLALIAS X OCCUR LA22FXS7539761C 7/01/2022 07/01/202 EACH OCCURRENCE s5000000 X EXCESS LU1B CLAIMS -MADE AGGREGATE $S OOO OOO DED RETENTION $ C ANDEMPS YERS'LSATION WORKERYIN AND EMPLOYERS' LIAEd WC011748707 7/01/2022 07/01/202 X PER oTH- OFFICER%MEMBER EXCLUDED? ECUTIVE� N/A E.L. EACH ACCIDENT 51000000 (Mandatory In NH) If yes, describe under $1 OOOOOO E.L DISEASE-EAEMPLOYEE E.L. DISEASE-POUCYII 51Daum DESCRIPTIONOF OPERATIONS below A Contractors MKLV5ENV103644 710112022; 07/011202 ,An, _ Ea. Cnd/Clm: $1,000,000 Pollution / Shared Agg.: $2,000,000 Professional Liab I PL - Claims Made SIR Ea. Cond.: $50,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space is required) Re: Professional Services Agreement I Description: On -Call Architectural Historian Services. Subject to said policy limits, terms, and exclusions. Where required by written contract, Certificate Holder is an Additional Insured on the General Liability and Auto Liability policies, subject to the terms, conditions and limitations of said policies and the additional insured endorsement. Where required by written contract, Waiver of Subrogation in favor of Certificate Holder applies to referenced policies subject to (See Attached Descriptions) City of Palm Springs Attn: City Manager 3200 East Tahquitz Canyon Way Palm Springs, CA 92262 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE &S&A ?L ACORD 25 (2016/03) 1 of 2 #S11009195/M11008468 W /Vdn-ZUiD ACUKU CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD WATYC DESCRIPTIONS (Continued from Page 1) the terms, conditions and limitations of said policies and the Waiver of Subrogation endorsement. It is further agreed that, where required by written contract, the General Liability and Auto Liability insurance as is afforded the Certificate Holder shall be primary and non contributory with any other insurance in force for or which may be purchased by the Certificate Holder. #511009195/M11008468 A " ADDITIONAL REMARKS SCHEDULE AGENCY Marsh & McLennan Agency LLC CARRIER NAIC CODE THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance NAMED INSURED North Wind Resource Consulting, LLC EFFECTIVE DATE: Page 2 of 2 This is evidence of insurance procured and developed under the Alaska Surplus Lines Law, AS 21.34. It is not covered by the Alaska Insurance Guaranty Association Act, AS 21.80. ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Client#: 574413 COOKINLETB ACORD,., CERTIFICATE OF LIABILITY INSURANCE EATE(MMIDDNYYY) F s/27/2022 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the poliey(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder In lieu of such endorsement(s). PRODUCER Marsh & McLennan Agency LLC 1031 West 4th Avenue RECEIVED Suite 400 kWEiItcT Jamie Esquivel PHONE FM (Aft-MALe.Ear: 907276-5617 Ax: xe. 907276.6292 ADDRESS: lamie.esquivel@marshmma.com INSURER(S) AFFORDING COVERAGE NAICi Anchorage, AK 99501 _ 1 9 zozz INSURER A: Evanston Insurance Company 35378 INSURED North Wind Resource ConsMM fy* 4%e City Clerk IdahHigham Street Idaho Falls, ID 83402 INSURER B: Navigators Specialty Insurance Company 136056 INSURE- American ZuHch Insurance Company 40142 Zurich American Insurance Company INsuRERD: p y 116535 INSURER E : INSURER F : COVERAGES GERiiF2;A1ENUMBER 2u27.23GAFW RMASICu wrueve. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. UMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR A _ TYPE OF INSURANCE POLICY NUMBER POLICY EFF POLICY EXP MMIDD/YYYY),(MMIDD 07101112022 07/01/2023 LIMITS _X_ COMMERCIAL GENERALLIABILRY CWMS-MADE OCCUR X SIR: $1 00k Each MKLVSENV103641 $1 000000 pEgACCH�OECCURRENCE PREMISES EaEacc�unenw s3OO OOO MEDE)(P(My oneperson) $5000 Occurrence PERSONAL& ADV INJURY $1,000000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY JET LOC GENERAL AGGREGATE s2,000000 PRODUCTS-COMP/OP AGG 12,000,000 OTHER: s D AUTOI'M LIASILRY X ANY AUTO OWNED SCHEDULED AUTOS ONLY �_ AUTOS HIRED NON-0WNEO AUTOS ONLY AUTOS ONLY BAP011748807 D7/01/2022 07/01/2023 Ea�Q �t SINGLE LIMB 1,000,000 BODILY INJURY (Par person) $ BODILY INJURY(Par aWdenO s PROPERTY DAMAGE PeraWtlard s s g UMBRELLA LIAR X, EXCESS LIAR X OCCUR CLAIMS4MADE LA22FXS7539761C 7/01/2022 ' 07/01/202 EACH OCCURRENCE s5 000 000 AGGREGATE s5,000,000 DED RETENTIONS s C WORKER S NATION ANDEMPOYERS'LIABILITY ANY PROPRIETOR/PARTNERIEXECUTNE YIN OFFICEWMEMBER EXCLUDED? FN (Mandatory If yes, desgibe under nd DESCRIPTION OF OPERATIONS below N/A WC011748707 7/01/2022 07/01/202 X PER °TN- E.L. EACH ACCIDENT S1 OOO OOO E.L DISEASE - EA EMPLOYEE $1 O00000 E.LDISEASE- POLICY LIMIT $1,000000 DESCRIPTION OF OPERATIONS/LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Re: Consulting Services Agreement I Description: Historic Resource Report - Las Palmas Liquors. Subject to said policy limits, terms, and exclusions. Where required by written contract, Certificate Holder is an Additional Insured on the General Liability and Auto Liability policies, subject to the terms, conditions and limitations Of said policies and the additional insured endorsement. Where required by written contract, Waiver of Subrogation in favor of Certificate Holder applies to referenced policies subject to the (See Attached Descriptions) City of Palm Springs Attn: City Manager / City Clerk 3200 East Tahquitz Canyon Way Palm Springs, CA 92262 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED (((R''���'EPRESENTATIVE i VW ACORD 25 (2016/03) 1 of 2 #S11008885/M11007729 0 11933-205 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD WATYC DESCRIPTIONS (Continued from Page 1) terms, conditions and limitations of said policies and the Waiver of Subrogation endorsement. It is further agreed that, where required by written contract, the General Liability and Auto Liability insurance as is afforded the Certificate Holder shall be primary and non contributory with any other insurance in force for or which may be purchased by the Certificate Holder. SAGITTA 25.3 (2016103) 2 Of #S110088851M11007729 AADDITIONAL REMARKS SCHEDULE AGENCY Marsh & McLennan Agency LLC CARRIER NAIC CODE THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance NAMED INSURED North Wind Resource Consulting, LLC EFFECTIVE DATE: D.n.2 -; 2 This is evidence of insurance procured and developed under the Alaska Surplus Lines Law, AS 21.34. It is not covered by the Alaska Insurance Guaranty Association Act, AS 21.80. ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD