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A6579 - HISTORIC RESOURCES GROUP LLC - HISTORIC RESOURCE SURVEY
CONSULTING SERVICES AGREEMENT For Professional Architectural Services for a Citywide Historic Resource Survey—Ethnic/Minority Population Theme THIS AWEMENT FOR CONSULTING SERVICES ("Agreement") is made and entered into on , 201'1, by and between the City of Palm Springs, a California charter city and municipal corporation ("City"), and Historic Resources Group, LLC, an architectural historic preservation consultant ("Consultant"). City and Consultant are individually referred to as"Party" and are collectively referred to as the "Parties". RECITALS A. City requires the services of an architectural historic preservation consultant, for a background investigation and production of a report for a separate citywide historic content statement—ethnic/minority population theme, ("Project"). B. Consultant has submitted to City a proposal to provide a separate citywide historic context statement — ethnic / minority population theme to City under the terms of this Agreement. C. Based on its experience, education, training, and reputation, Consultant is qualified and desires to provide the necessary services to City for the Project. D. City desires to retain the services of Consultant for the Project. In consideration of these promises and mutual agreements, City agrees as follows: AGREEMENT 1. CONSULTANT SERVICES 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Consultant shall provide architectural professional, services to City as described in the Scope of Services/Work attached to this Agreement as Exhibit "A" and incorporated by reference (the "services" or "work"). Exhibit "A" includes the agreed upon schedule of performance and the schedule of fees. Consultant warrants that all services and work shall be performed in a competent, professional, and satisfactory manner consistent with prevailing industry standards. In the event of any inconsistency between the terms contained in the Scope of Services/Work and the terms set forth in this Agreement, the terms set forth in this Agreement shall govern. 1.2 Compliance with Law. Consultant services rendered under this Agreement shall comply with all applicable federal, state, and local laws, statutes and ordinances and all lawful orders, rules, and regulations. 1.3 Licenses and Permits. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. Revised'.4127117 720599.1 1.4 Familiarity with Work. By executing this Agreement, Consultant warrants that it has carefully considered how the work should be performed and fully understands the facilities, difficulties, and restrictions attending performance of the work under this Agreement. 2. TIME FOR COMPLETION 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 set forth in Exhibit "A." Consultant shall not be accountable for delays in the progress of its work caused by any condition beyond its control and without the fault or negligence of Consultant. Delays shall not entitle Consultant to any additional compensation regardless of the party responsible for the delay. 3. COMPENSATION OF CONSULTANT 3.1 Compensation of Consultant. Consultant shall be compensated and reimbursed for the services rendered under this Agreement in accordance with the schedule of fees set forth in Exhibit"A". The total amount of Compensation shall not exceed $13,900. 3.2 Method of Payment. In any month in which Consultant wishes to receive payment, Consultant shall submit to City an invoice for services rendered prior to the date of the invoice, no later than the first working day of such month, in the form approved by City's finance director. Payments shall be based on the hourly rates set forth in Exhibit "A" for authorized services performed. City shall pay Consultant for all expenses stated in the invoice that are approved by City and consistent with this Agreement, within thirty (30) days of receipt of Consultant's invoice. 3.3 Changes. In the event any change or changes in the Scope of Services/Work is requested by City, Parties shall execute a written amendment to this Agreement, specifying all proposed amendments, including, but not limited to, any additional fees. An amendment may be entered into: A. To provide for revisions or modifications to documents, work product, or work, when required by the enactment or revision of any subsequent law; or B. To provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Consultant's profession. 3.4 Appropriations. This Agreement is subject to, and contingent upon, funds being appropriated by the City Council of City for each fiscal year. If such appropriations are not made, this Agreement shall automatically terminate without penalty to City. 4. PERFORMANCE SCHEDULE 4.1 Time of Essence. Time is of the essence in the performance of this Agreement. 2 Revised:4127117 720599.1 4.2 Schedule of Performance. All services rendered under this Agreement shall be performed under the agreed upon schedule of performance set forth in Exhibit "A." Any time period extension must be approved in writing by the Contract Officer. 4.3 Force Maieure. The time for performance of services to be rendered under this Agreement may be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant, if Consultant notifies the Contract Officer within ten (10) days of the commencement of such condition. Unforeseeable causes include, but are not limited to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather. After Consultant notification, the Contract Officer shall investigate the facts and the extent of any necessary delay, and extend the time for performing the services for the period of the enforced delay when and if, in the Contract Officer's judgment, such delay is justified. The Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 4.4 Term. Unless earlier terminated in accordance with Section 4.5 of this Agreement, this Agreement shall continue in full force and effect for a period of nine (9) months from the effective date of this contract as defined on page 1 of this agreement, unless extended by mutual written agreement of the parties. 4.5 Termination Prior to Expiration of Term. City may terminate this Agreement at any time, with or without cause, upon thirty (30) days written notice to Consultant. Where termination is due to the fault of Consultant and constitutes an immediate danger to health, safety, and general welfare, the period of notice shall be such shorter time as may be determined by the City. Upon receipt of the notice of termination, Consultant shall immediately cease all services except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior to receipt of the notice of termination and for any services authorized by the Contract Officer after such notice. Consultant may terminate this Agreement,with or without cause,upon thirty(30) days written notice to City. 5. COORDINATION OF WORK 5.1 Representative of Consultant. The following principal of Consultant is designated as being the principal and representative of Consultant authorized to act and make all decisions in its behalf with respect to the specified services and work: Paul Travis, Principal. It is expressly understood that the experience, knowledge, education, capability, 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 under this Agreement. The foregoing principal may not be changed by Consultant without prior written approval of the Contract Officer. 5.2 Contract Officer. The Contract Officer shall be the City Manager or his/her designee ("Contract Officer"). Consultant shall be responsible for keeping the Contract Officer fully informed of the progress of the performance of the services. Consultant shall refer any 3 Revised:4127117 720599.1 decisions that must be made by City to the Contract Officer. Unless otherwise specified, any approval of City shall mean the approval of the Contract Officer. 5.3 Prohibition Against Subcontracting or Assignment. The experience, knowledge, education, capability, and reputation of Consultant, its principals and employees, were a substantial inducement for City to enter into this Agreement. Therefore, Consultant shall not contract with any other individual or entity to perform any services required under this Agreement without the City's express written approval. In addition, neither this Agreement nor any interest may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. 5.4 Independent Contractor. Neither City nor any of its employees shall have any control over the manner, mode, or means by which Consultant, its agents or employees, perform the services required, except as otherwise specified. Consultant shall perform all required services as an independent contractor of City and shall not be an employee of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role; however, City shall have the right to review Consultant's work product, result, and advice. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. 5.5 Personnel. Consultant agrees to assign the following individuals to perform the services in this Agreement. Consultant shall not alter the assignment of the following personnel without the prior written approval of the Contract Officer. Acting through the City Manager, the City shall have the unrestricted right to order the removal of any personnel assigned by Consultant by providing written notice to Consultant. Name: Title: Christine Lazzaretto Principal r Sian Winship Architectural Historian (to be inserted) (to be inserted) Robby Aranguren Associate Staff 6. INSURANCE Consultant shall procure and maintain, at its sole cost and expense, policies of insurance as set forth in the attached Exhibit "B", incorporated herein by reference. 7. INDEMNIFICATION. 7.1 Indemnification. 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, 4 Revised*4127117 720599.1 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. 7.2 Desien 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 subcontractors, 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. The Consultant shall require all non-design-professional sub-contractors, 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 7.1 in favor of the Indemnified Parties. In addition, Consultant shall require all non- design-professional sub-contractors, 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. 8. RECORDS AND REPORTS $ Revised'.4/27/17 720599.1 8.1 Reports. Consultant shall periodically prepare and submit to the Contract Officer reports concerning the performance of the services required by this Agreement, or as the Contract Officer shall require. 8.2 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 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. 8.3 Ownership of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of this Agreement shall be the property of City. Consultant shall deliver all above-referenced documents to City upon request of the Contract Officer or upon the termination of this Agreement. Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights or ownership of the documents and materials. Consultant may retain copies of such documents for Consultant's own use. Consultant shall have an unrestricted right to use the concepts embodied in such documents. 8.4 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. 8.5 Cost Records. Consultant shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred while performing under this Agreement. Consultant shall make such materials available at its offices at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment for inspection by City and copies shall be promptly furnished to City upon request. 9. ENFORCEMENT OF AGREEMENT 9.1 California Law. This Agreement shall be construed and interpreted both as to validity and 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. 9.2 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 6 Revised:4127117 720599.1 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. 9.3 Waiver. No delay or omission in the exercise of any right or remedy of a non- defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of City shall be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Consultant. Any waiver by either party of any default must be in writing. No such waiver shall be a waiver of any other default concerning the same or any other provision of this Agreement. 9.4 Riahts and Remedies are 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. 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. 9.5 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 injunctive relief, a declaratory judgment, or any other remedy consistent with the purposes of this Agreement. 10. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 10.1 Non-Liability of City Officers and Employees. No officer or employee of City shall be personally liable to the Consultant, or any successor-in-interest; in the event of any default or breach by City or for any amount which may become due to the Consultant or its successor, or for breach of any obligation of the terms of this Agreement. 10.2 Conflict of Interest. Contractor acknowledges that no officer or employee of the City has or shall have any direct or indirect financial interest in this Agreement nor shall Contractor enter into any agreement of any kind with any such officer or employee during the term of this Agreement and for one year thereafter. Contractor warrants that Contractor 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. 10.3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or in connection with this Agreement regarding any person or group of persons on account of race, color, creed, religion, sex, marital status, disability, sexual orientation, gender identity, gender expression, national origin, physical or mental disability, medical condition, or ancestry. Consultant shall otherwise fully comply with the provisions of Palm Springs Municipal Code Section 7.09.040 relating to non- discrimination in city contracting. 11. MISCELLANEOUS PROVISIONS '] Revised:4127117 720599.1 11.1 Notice. Any notice, demand, request, consent, approval, or communication that either party desires, or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre-paid, first-class mail to the address set forth below. Notice shall be deemed communicated seventy-two (72) hours from the time of mailing if mailed as provided in this Section. Either party may change its address by notifying the other party of the change of address in writing. To City: City of Palm Springs Attention: City Manager/ City Clerk 3200 E. Tahquitz Canyon Way Palm Springs, California 92262 To Consultant: Historic Resources Group, Attention Paul Travis, Principal 12 S Fair Oaks Av #200 Pasadena, CA 91105 11.2 Integrated Agreement. This Agreement contains all of the agreements of the parties and supersedes all other written agreements. 11.3 Amendment. No amendments or other modifications of this Agreement shall be binding unless through written agreement by all Parties. 11.4 Severability. Whenever possible, each provision of this Agreement shall be interpreted in such a manner as to be effective and valid under applicable law. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be interpreted to carry out the intent of the parties. 11.5 Successors in Interest. This Agreement shall be binding upon and inure to the benefit of the Parties' successors and assignees. 11.6 Third Party Beneficiary. Except as may be expressly provided for in this Agreement, 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 to this Agreement. 11.7 Recitals. The above-referenced Recitals are hereby incorporated into the Agreement as though fully set forth in this Agreement and each Party acknowledges and agrees that such Party is bound, for purposes of this Agreement, by the same. g Revised 4127117 720599.1 11.8 Authority. The persons executing this Agreement on behalf of the Parties warrant that they are duly authorized to execute this Agreement on behalf of Parties and that by so executing this Agreement the Parties are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below. "CITY" City of Palm Springs Date: k0rd ion BZ C�David H. Ready, City Manager APPROVED AS TO FORM: ATTEST By: By: 4 Edward Z. Kotkin Kathleen D. Hart, MMC City Attorney Interim City Clerk APPROVED BY CITY MANAGER "CONSULTANT" L±#C, 1& /q (insert name) Date: Paul Travis, Principal q Revised 4/27/17 720>99.1 CALIFORNlA ALL-PURPOSE ACKNOWLEDGMENT CIY`CODE§1189 A notary public or other officer comple"this certfpte verifies my the aYrury of the etdmdral who toted the domno t to which this certificate u attached,and not the truthfulness.a cctrwy,or vaklity of that dORX11enL State of Ciairforria ) County of 1 -e� \ e 1�7w1, y� On fore rye. Il Dsfe ---Were Insert fissure and TiNe of oall persny appeared Narnof4)of&gner(s) who proved to me on the basis of satisfactory evidence to be the pwsor* whose names) ialars aubscribed to the within natrurnent and acknowledged to me that harsteftlrey executed the same in his/horATRIMSuthonzed capacrt wA,and that by hiar'herA!»ir aignahure( on the instrument the penaono), or the entity upon behalf of which the persoriel acted,executed the instrument - I certify under PENALTY OF PERJURY under the Iaws of the State of California that the foregoing paragraph �m� is true and correct_ 1 t. �SOMALIA GOLOSSY tTNES3 my and a al seat. . COMM.21#7034 NOTARY PUBLIC CA JOW g ' Los Angeles Carty 1 tary Puwic MY Coma.EXPM Mac 18 2021 1 Place Notary Seal Above OP77ONAL Though this zaciion is optional,complating this irformstion can deter alteration of the document or ffsudrlant reattachment of this form to an urvnferxfed document. teacription of Attached Document Title or Type of Document Document Date: Number of Pages* Stgnsj3l Cther Than Named Above: Capacity{iea)Claimed by Signar(e) Signei a f4sme: Signer's dame: ❑CcrWate Officer—Titiels). ❑Corporate Officer— Title(s)_ ❑Partner— ❑Limited ❑General ❑Partner— ❑Limited ❑General ❑Individuai ❑Attorney in Fact ❑Individual ❑Attorney n Fact ❑Trustee ❑Guardian or Conservator ❑Trustee ❑Guardian or Conservator ❑Other. ❑Other. Signer Is Representing.: Signer Is Representing: ®2'014 National Notary Aeaociatiwi•ww w labumNdaryag•14XKIi-U3 NOTARY[14KXW64W fhirri#6W7 10 Revised:4/27/17 720599.1 EXHIBIT "A" CONSULTANT'S SCOPE OF SERVICES/WORK Including, Schedule of Fees And Schedule of Performance l l Revised:4127/17 720599.1 Client: City of Palm Springs Mr. Ken Lyon, RA Dept. of Planning Services 3200 Tahquitz Canyon Way Palm Springs, CA 92263 Dear Mr. Lyon: Thank you for the opportunity to complete an "Ethnic Minority" theme to supplement the Citywide Historic Context Statement. SCOPE OF WORK: Historic Resources Group, LLC ("Consultant") shall provide historic preservation consulting services for the above-referenced project as requested by the City of Palm Springs ("Client"). Please see Exhibit A for specific tasks. SCHEDULE FOR COMPLETION: Consultant will endeavor to conform to the Client's schedule when it is known and when reasonable notice and period to complete is provided. TERMS OF COMPENSATION: Historic preservation consulting services will be billed according to Exhibit A up to a total not-to-exceed amount of$13,150. Consultant will neither incur nor bill services in excess of this amount without the prior approval of Client. Reimbursable expenses, such as mileage, parking, overnight delivery, reproduction/photographic supplies and processing, etc., shall be billed in addition to services at cost up to $750. Consultant shall be paid for services rendered and customary and/or agreed upon reimbursable expenses incurred in the performance of the work. Payment shall be considered late if not received within 30 days of the date on the invoice. SERVICES AGREEMENT Palm Springs Ethnic Minority Theme Historic Preservation Services #17-0119 .Tune 14, 2017 HISTORIC RESOURCES GROUP 12 S.Fair Oaks Avenue,Suite 200,Pasadena,CA 91105-3816 Telephone 626 793 240o Facsimile 626 793 2401 www.historicresourcesgroup.com HOURLY RATE SCHEDULE: Managing Principal/Principal Architect $250 Principal $200 Senior Architectural Historian/Preservation Planner/Architect $150 Staff Architectural Historian/Preservation Planner/Architect $100 Associate Staff $75 Clerical $75 We will proceed with the above scope of work upon approval of this agreement in writing by both parties. Please sign and return a copy of the agreement. Please email or call if you have any questions. HISTORIC RESOURCES GROUP,LLC CITY OF PALM SPRINGS Paul Travis, Principal Date Contracting Officer (print & sign) Date SERVICES AGREEMENT Palm Springs Ethnic Minority Theme Historic Preservation Services #17-0119 June 14, 2017 HISTORIC RESOURCES GROUP 12 S.Fair Oaks Avenue,Suite 200,Pasadena,CA 91105-3816 Telephone 626 793 2400 Facsimile 626 793 2401 www.historicresourcesgroup.com EXHIBIT "B" INSURANCE PROVISIONS Including Verification of Coverage, Sufficiency of Insurers, Errors and Omissions Coverage, Minimum Scope of Insurance, Deductibles and Self-Insured Retentions, and Severability of Interests (Separation of Insureds) 12 Revised:4/27/17 720599.1 INSURANCE 1. Procurement and Maintenance of Insurance. Consultant shall procure and maintain public liability and property damage insurance against all claims for injuries against persons or damages to property resulting from Consultant's performance under this Agreement. Consultant shall procure and maintain all insurance at its sole cost and expense, in a form and content satisfactory to the City, and submit concurrently with its execution of this Agreement. Consultant shall also carry workers' compensation insurance in accordance with California workers' compensation laws. Such insurance shall be kept in full force and effect during the term of this Agreement, including any extensions. Such insurance shall not be cancelable without thirty(30) days advance written notice to City of any proposed cancellation. Certificates of insurance evidencing the foregoing and designating the City, its elected officials, officers, employees, agents, and volunteers as additional named insureds by original endorsement shall be delivered to and approved by City prior to commencement of services. The procuring of such insurance and the delivery of policies, certificates, and endorsements evidencing the same shall not be construed as a limitation of Consultant's obligation to indemnify City, its elected officials, officers, agents, employees, and volunteers. 2. Minimum Scope of Insurance. The minimum amount of insurance required under this Agreement shall be as follows: 1. Comprehensive general liability and personal injury with limits of at least one million dollars ($1,000,000.00) combined single limit coverage per occurrence and two million dollars ($2,000,000) general aggregate; 2. Automobile liability insurance with limits of at least one million dollars ($1,000,000.00)per occurrence; 3. Professional liability (errors and omissions) insurance with limits of at least one million dollars ($1,000,000.00) per occurrence and two million dollars ($2,000,000) annual aggregate is: required x is not required; 4. Workers' Compensation insurance in the statutory amount as required by the State of California and Employer's Liability Insurance with limits of at least one million dollars $1 million per occurrence. If Consultant has no employees, Consultant shall complete the City's Request for Waiver of Workers' Compensation Insurance Requirement form. 3. Primary Insurance. For any claims related to this Agreement, Consultant's insurance coverage shall be primary with respect to the City and its respective elected officials, officers, employees, agents, and volunteers. Any insurance or self-insurance maintained by City and its respective elected officials, officers, employees, agents, and volunteers shall be in excess of Consultant's insurance and shall not contribute with it. For Workers' Compensation and Employer's Liability Insurance only, the insurer shall waive all rights of subrogation and 13 Revised 4/27/17 720599.1 contribution it may have against City, its elected officials, officers, employees, agents, and volunteers. 4. Errors and Omissions Coverage. If Errors & Omissions Insurance is required, and if Consultant provides claims made professional liability insurance, Consultant shall also agree in writing either (1) to purchase tail insurance in the amount required by this Agreement to cover claims made within three years of the completion of Consultant's services under this Agreement, or (2) to maintain professional liability insurance coverage with the same carrier in the amount required by this Agreement for at least three years after completion of Consultant's services under this Agreement. Consultant shall also be required to provide evidence to City of the purchase of the required tail insurance or continuation of the professional liability policy. 5. Sufficiency of Insurers. Insurance required in this Agreement 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 otherwise acceptable to the City. 6. Verification of Coverage. Consultant shall furnish City with both certificates of insurance and endorsements, including additional insured endorsements, effecting 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. 14 Revised:4/27117 720599.1 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 the required documents prior to the commencement of work shall not waive the Consultant's obligation to provide them. 7. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City prior to commencing any work or services under this Agreement. At the option of the City, either (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions with respect to the City, its elected officials, officers, employees, agents, and volunteers; or (2) Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, and defense expenses. Certificates of Insurance must include evidence of the amount of any deductible or self-insured retention under the policy. Consultant guarantees payment of all deductibles and self-insured retentions. 8. Severability of Interests (Separation of Insureds). This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability. 15 Revised 4127117 720599.1 AMENDMENT NO.2 Citywide Historic Resource Survey,Agreement#A6579 This Amendment No. 2 ("Second Amendment") to the Consulting Services Agreement #6579 ("Amendment") is made and entered into this 2e day of May, 2016, by and between the City of Palm Springs, California, a California Charter City ("City"), and Historic Resources Group, Inc., a California Corporation, ('Consultant"). RECITALS A. City and Consultant entered into the Agreement on August 6, 2014 for a complete citywide historic resources survey of structures built in the City through 1968 ("the Project"), in accordance with RFP #16-14 and as outlined in a Proposal from the Consultant dated April 10, 2014 ("Original Proposal') and attached to the Agreement as a part of Exhibit "A" of the Agreement entitled "Consultant's Scope of Services/Work." B. The parties wish to amend the Agreement to extend the completion date for the Project NOW THEREFORE, for good and sufficient consideration, the parties agree as follows: AGREEMENT In consideration of the promises and covenants contained in this Amendment and other good and valuable consideration, the City and the Consultant agree: SECTION 1. Section 4.4 of the Agreement limited the term to a twelve-month period beginning on August 6, 2014 and ending on August 6, 2015, unless otherwise extended by mutual written agreement of the parties. SEC11ON 2. The City and the consultant previously extended the term of the agreement to June 30, 2016 pursuant to Amendment#1 of this agreement dated August 24, 2015. SECTION 3: The City and the Consultant wish to extend the term of the agreement from June 30, 2016 to June 30, 2017. SECTION 4: Except as previously modified herein, all other provisions of the Agreement shall remain unmodified in full force and effect Page 2 of 2 Amendment#2 to Agreement#A6579—Citywide Historic Resource Survey IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below. "CITY" City of Palm Springs, A Municipal Corporation ATTEST By By. amen Thompson, City Clerk David H. Ready, City M er APPROVED O FORM: APPROVED ,BY CITY MANAGER By: U-�.Atl iad t tl Dougl C. Holland, City orney "CONSULTANT' HISTORIC RESOURCES GROUP Attention: Andrea Humberger, Admin Principal 12 S. Fair Oaks Avenue, Suite 200 Pasadena, CA 91105-1915 Date: -z 7 _(� By: n' `. ' Andrea Humberger Administrative Principal CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE § 1189 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 ) County of ) On before me, Date �/�J _I �gere Iri ert Name and Title of the Officer personally appeared �{ 17u l �� I t wra r A l:L L Name(N of Si er(h who proved to me on the basis of satisfactory evidence to be the personX whose nameK is/ark subscribed to the within instrument and acknowledged to me that Wshe/tblax executed the same in hWher/thei[authorized capacity(it),and that by hisQher/thtic signatureNon the instrument the personNS , or the entity upon behalf of which the person acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. urri M YAD WITNESS my ha and official seal. 2268 ' California OUNTY a Signature �r. M 2q,2pt8 Signature of Notary Pikbfic Piece 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 AttachB Document Title or Type of Document: Document Date: Number of Pages: Sign Other Than Named Above: Capacity(ies) Claimed by Signer(s) Signer's Name: Signer's Name: ❑ Corporate Officer — Title(s): Corporate Officer — Title(s): ❑ Partner — ❑ Limited ❑ General ❑ ner — ❑ Limited ❑ General ❑ Individual ❑Attorney in Fact ❑ Indiv al ❑Attorney in Fact ❑Trustee ❑Guardian or Conservator ❑Trustee\ ❑Guardian or Conservator ❑ Other: ❑ Other: Signer Is Representing: Signer Is Representing: 02014 National Notary Association •www.NationaiNotary.org • 1-800-US NOTARY(1-800-876- 827) 11tem#5907 Ab�1q AMENDMENT NO. 1 AGREEMENT NO. A6579 — CONSULTING SERVICES THIS FIRST AMENDMENT ("First Amendment") to Agreement No. A6579 for Consulting Services, (herein "Amendment") made and entered into on the 24th day of August, 2015, by and between the CITY OF PALM SPRINGS (herein "City") and Historic Resources Group, ("Consultant"), as follows: RECITALS A. City and Consultant entered into the Agreement on August 6, 2014 for a complete citywide historic resources survey and update of structures built in the City through 1968, in accordance with RFP#16-14 and as outlined in a Proposal from the Consultant dated April 10, 2014 ("Original Proposal") and a Lsched to the Agreement as a part of Exhibit "A" of the Agreement entitled "Consultant's Scope of Services/Work." B. The parties wish to amend the Agreement to extend the completion date for the historic resources survey and update of structures. NOW, THEREFORE, for good and sufficient consideration, the parties agree as follows: Section 1. Section 4.4 of the agreement limited the term to a twelve-month period beginning on August 6, 2014, and ending on August 6, 2015, unless otherwise extended by mutual written agreement of the parties. Section 2. The City and the Consultant wish to extend the term of the agreement to June 30, 2016. Section 3. The schedule of performance, as referenced in Section 4.2 of the Agreement, is hereby revised in consideration of the term extension and an updated schedule of performance is included as Exhibit "B." Section 4. Full Force and Effect: Except as previously modified herein, all other provisions of the Agreement shall remain unmodified in full force and effect. RETURN TO: CITY CLE7K CITY OF PALM SPRINGS BOX 2743 PALM SPRINGS,CA 92263 ;` _ Page 2 Amendment No. 1 To Agreement No. A6579 IN WITNESS WHEREOF, the parties have executed and entered into the Amendment as of the date first written above. CITY OF PALM SPRINGS ATTEST: a municipal corporation By: ,— —� By: City Clerk City anager APPROVER AS TO FORM: APPROVED BY CITY MANAGER By: Cit Attorney CONSULTANT: HISTORIC RESOURCES GROUP By: Andrea Humberger, Administ ive Principal 2 PROIECTSCHEDULE:REVISED EXHIBIT "B" AUG SEPT OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Task 1:Development of Citywide Historic Context Statement 95%Coin Complete) Revised Ongoing ( P ) h �.etit Optl3 1 Oct S Ian Draft: Revised Draft i.tlgtMta 31 )an 30 ff Aug updates and to Staff:Oct 5 Final:TBD Final:TBD - 5rafflJaug 18 revisions Task 2:Public 0kul'eaCIE Program,(Histunlpit,and I'll getad outraa ch rep laced mecHotgs as uOtIm'd in I-I - itstorypirt at Targeted outreach AT 7ndAidualsApr-9ept (Complete) HSPR Task 3:Historic Resources Survey ;a Recom Oct Recon:Nov ..Study List ' 21-24 19-21 Jan 30 Task 3.2;Historic Resources Survey Field(Documentation)* (99%Complete) E7 VU0- 0 I Hebb-litldwou : Moro-11 May Fieldwork!-n Follow-up as Dec B-ii) Feb9-]0 Mar 9-11 May 11?I5; needed Task 3.3:Historic Resources Survey Research(property and neighborhood specific research;will be completed by Completed by September in order to inform the evaluations and finalize the Sept survey findings) -(Ongoing;75%complete) P Task 3.4 Historic Resources Survey Documentation(Alternate form ofdocumentation to replace DPR forms:documentation - will include all properties and neighborhoods constructed Completed by before 1969 and identified as eligible at the federal,state,or Sept local level.)(Ongoing;75%complete) Task 4:Database of Surveyed Properties(Final evaluations, property-specific information,and photographs entered into the database forsubmission to staff in October.Survey findings presented to HSPH in October.Revisions based on feedback Database: Revisions Final:TBD from staff or HSPB in November;final database in December) Oct 5 (Ongoing;75%complete) Task 5:Mapping(Research maps,Reconnaissance Survey Map of maps,and Draft and Final Survey Findings Maps;all maps BOFORS Maps; Studv Maps: buvlsed Study Findings:Oct Revisions Final:TBD complete except final survey findings)(75%complete) Nor28 Jau JO '-laps:Mar i4 5 Task 6:Survey Report(The survey report outlines the methodology and ti Tongs for the field survey and becomes part of the context statement It is drafted once su rvey findings Draft:TBD Final:TBD are completed and reviewed.) Task 7:Internal Meeting Attendance(monthly phone calls with City staff.4 in-person meetings with staff Kxcdc'nff: Mtg:Nov 19 Meg:Mar 12 31tg:August TBD Jul 30 18 Task 8:Public Meetings(3 meetings with the Historic Site Preservation Board,presentation to City Council;includes preparation of presentation materials)(To do:October HSPB:Dec 9 iISPB:Mar it) HSPB:Octl3 TBD HSPB meeting;City Council meeting TBD) F S 1. Si 1IF Additional Services:LPBHD contextand evaluation Revised Arch Final graft Caste, Ir descriptions Fieldwork Froldwlsrts- Context:Apr recommendations Mao 23. 7 and to staff evaluations FOR INTERNAL PU RNIS6DNLY Palm Springs Survey HISTORIC RESOURCES GROUP PROJECT SCHEDULE:REVISED EXHIBIT "B" AUG SEPT OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC 1 2 3 4 5 6 7 H 9 10 11 1 12 13 14 15 16 17 Task 1:Development of Citywide Historic Context Statement 95%Coto lete Revised Ongoing ( P ) r e Gutlin fa Oct S4n Uraft. Revised Draft .91 (an.30 Draftto updates and to Staff:Oct 5 Final:TBD Final:TBD SGtifi Aug 18 revisions Task 2:Public Outreach Program(Hlstorypin and targeted outreach replaced meetings as outlined in RFP) ' '` '' t ';rrn+ecd ontreach to individuals Apr-Sept (Complete) JlNt'R Task 3:Historic Resources Survey Task 3.1:Historic Resources Survey Fieldwork Re con:Re Lnannnss,owc)'(Complete) 1-4 9-Oct f[e 19- Nov Study EisC i-_ _2 Jan 3D Task3.2;Historic Resources Survey Field(Documentation)- Fieldwork: f4Ll -1, Fiehhvurkr Fie3dsark: Follow-up as (99%Complete) Dec o-'14 6eP,9-W Manr9-11 ,Mae31-1`s needed Task 3.3:Historic Resources Survey Research(property and neighborhood specific research;will be completed by Completed by September in order to inform the evaluations and finalize the Sept survey findings) -(Ongoing;75%complete) Task 3.4 Historic Resources Survey Documentation(Alternate form of documentation to replace DPR forms;documentation will include all properties and neighborhoods constructed Completed by before 1969 and Identified as eligible at the federal,state,or Sept local level.)(Ongoing;75%complete) Task 4:Database of Surveyed Properties(Final evaluations, property-specific information,and photographs entered into the database for submission to staff in October.Survey findings presented to HSPB in October.Revisions based on feedback Database: Revisions Final:TBD from staff or HSPB in November;final database in December) Oct 5 (Ongoing;75%complete) Task 5:Mapping(Research maps,Reconnaissance Survey p of maps,and Draft and Final Survey Findings Maps;all maps Ragon fill Studs Maps: I'evLsed Study Findings:Oct Revisions Final:TBD complete except final survey findings)(75%complete) 7+IoF'ZB Janis :-laps:Mar 14 gs' Task 6:Survey Report(The survey report outlines the methodology and findings for the field survey and becomes part ofthe context statement It is drafted once survey findings Draft TBD Final:TBD are completed and reviewed.) Task 7:Internal Meeting Attendance(monthly phone calls with Citystaffi 41n-person meetings with staff Kick-off; Jul 30 bOg:Nov 19 4ltgt Star 12 TBD Task 8:Public Meetings(3 meetings with the Historic Site Preservation Board,presentation to City Council;includes preparation of presentation materials)(To do:October IISPO:Dec 9 :ISPR:Mar 14 RSPB:Oct 13 TBD HSPB meeting;City Council meeting TBD) Additional Services:LPBHD context and evaluation Arch Final i graft Cont,. descriptions Fieldwork Fieldwork Mar 23 wM Apr Tand recommendations 7 of to staff F0RINTEW1u FVRNSEsoatt Palm Springs Survey HISTORIC RESOURCESGROUP CONSULTING SERVICES AGREEMENT Historic Resources Survey and Update THIS AG EMENT FOR CONSULTING SERVICES ("Agreement") is made and entered .into on Q��, • b 201sby and between the City of Palm Springs, a California charter city and municipal corporation ("Ci and Histonc ources Group, ("Consultant"). City and Consultant are individually referred to as"Party" and are collectively referred to as the"Parties". RECITALS A. City requires the services of a qualified professional firm to provide the City with a complete citywide historic resources survey and update of structures built in the City through 1968,("Project"). B. Consultant has submitted to City a proposal to provide a complete citywide historic resources survey and update of structures built in the City through 1968 to City under the terms of this Agreement. C. Based on its experience, education, training, and reputation, Consultant is qualified and desires to provide the necessary services to City for the Project. D. City desires to retain the services of Consultant for the Project. In consideration of these promises and mutual agreements,City agrees as follows: AGREEMENT 1. CONSULTANT SERVICES 1.1 Scone of Services. In compliance with all terms and conditions of this Agreement, Consultant shall provide a complete citywide historic resources survey and update of structures built in the City through 1968 to City as described in the Scope of Services/Work attached to this Agreement as Exhibit "A' and incorporated by reference (the "services" or"work"). Exhibit"A" includes the agreed upon schedule of performance and the schedule of fees. Consultant warrants that all services and work shall be performed in a competent,professional, and satisfactory manner consistent with prevailing industry standards. In the event of any inconsistency between the terms contained in the Scope of Services/Work and the terms set forth in this Agreement,the terms set forth in this Agreement shall govern. 1.2 Compliance with Law. Consultant services rendered under this Agreement shall comply with all applicable federal,state,and local laws, statutes and ordinances and all lawful orders,rules, and regulations. 1.3 Licenses and Permits. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. 1.4 Familiarity with Work. By executing this Agreement, Consultant warrants that it has carefully considered how the work should be performed and fully understands the facilities, difficulties, and restrictions attending performance of the work under this Agreement. 2. TIME FOR COMPLETION 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 set forth in Exhibit "A." Consultant shall not be accountable for delays in the progress of its work caused by any condition beyond its control and without the fault or negligence of Consultant. Delays shall not entitle Consultant to any additional compensation regardless of the party responsible for the delay. 3. COMPENSATION OF CONSULTANT OWGINP'L � D10R AGREEM 3.1 Compensation of Consultant. Consultant shall be compensated and reimbursed for the services rendered under this Agreement in accordance with the schedule of fees set forth in Exhibit"A". The total amount of Compensation shall not exceed$147,800.00. 3.2 Method of Payment. In any month in which Consultant wishes to receive payment, Consultant shall submit to City an invoice for services rendered prior to the date of the invoice, no later than the first working day of such month, in the form approved by City's finance director. Payments shall be based on the hourly rates set forth in Exhibit"A" for authorized services performed. City shall pay Consultant for all expenses stated in the invoice that are approved by City and consistent with this Agreement,within thirty(30)days of receipt of Consultant's invoice. 3.3 Changes. In the event any change or changes in the Scope of Services/Work is requested by City, Parties shall execute a written amendment to this Agreement,specifying all proposed amendments, including,but not limited to,any additional fees. An amendment may be entered into: A. To provide for revisions or modifications to documents, work product,or work,when required by the enactment or revision of any subsequent law;or B. To provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Consultant's profession. 3.4 Appropriations. This Agreement is subject to,and contingent upon, funds being appropriated by the City Council of City for each fiscal year. If such appropriations are not made, this Agreement shall automatically terminate without penalty to City. 4. PERFORMANCE SCHEDULE 4.1 Time of Essence. Time is of the essence in the performance of this Agreement. 4.2 Schedule of Performance. All services rendered under this Agreement shall be performed under the agreed upon schedule of performance set forth in Exhibit"A." Any time period extension must be approved in writing by the Contract Officer. 4.3 Force Maieure. The time for performance of services to be rendered under this Agreement may be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant, if Consultant notifies the Contract Officer within ten (10) days of the commencement of such condition. Unforeseeable causes include, but are not limited to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather. After Consultant notification, the Contract Officer shall investigate the facts and the extent of any necessary delay, and extend the time for performing the services for the period of the enforced delay when and if, in the Contract Officer's judgment, such delay is justified. The Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 4.4 Term. Unless earlier terminated in accordance with Section 4.5 of this Agreement, this Agreement shall continue in full force and effect for a period of 12(twelve)months,commencing on date this agreement is made and entered into on page 1,unless extended by mutual written agreement of the parties. 4.5 Termination Prior to Expiration of Term. City may terminate this Agreement at any time, with or without cause, upon thirty(30) days written notice to Consultant. Where termination is due to the fault of Consultant and constitutes an immediate danger to health,safety, and general welfare, the period of notice shall be such shorter time as may be determined by the City. Upon receipt of the notice of termination, Consultant shall immediately cease all services except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior to receipt of the notice of termination and for any services authorized by the Contract Officer after such notice. Consultant may terminate this Agreement,with or without cause,upon thirty(30)days written notice to City. 5. COORDINATION OF WORK 5.1 Representative of Consultant. The following principal of Consultant is designated as being the principal and representative of Consultant authorized to act and make all decisions in its behalf with respect to the specified services and work Peyton Hall, Managing Principal It is expressly understood that the experience, knowledge, education, capability, 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 under this Agreement. The foregoing principal may not be changed by Consultant without prior written approval of the Contract Officer. 5.2 Contract Officer. The Contract Officer shall be the City Manager or his/her designee ("Contract Officer"). Consultant shall be responsible for keeping the Contract Officer fully informed of the progress of the performance of the services. Consultant shall refer any decisions that must be made by City to the Contract Officer. Unless otherwise specified,any approval of City shall mean the approval of the Contract Officer. 5.3 Prohibition Agalnst Subcontracting or Assignment. The experience, knowledge, education, capability, and reputation of Consultant, its principals and employees, were a substantial inducement for City to enter into this Agreement. Therefore, Consultant shall not contract with any other individual or entity to perform any services required under this Agreement without the City's express written approval. In addition, neither this Agreement nor any interest may be assigned or transferred,voluntarily or by operation of law,without the prior written approval of City. 5.4 Independent Contractor. Neither City nor any of its employees shall have any control over the manner, mode, or means by which Consultant, its agents or employees, perform the services required, except as otherwise specified. Consultant shall perform all required services as an independent contractor of City and shall not be an employee of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role; however, City shall have the right to review Consultant's work product,result, and advice. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. 5.5 Personnel. Consultant agrees to assign the following individuals to perform the services in this Agreement. Consultant shall not alter the assignment of the following personnel without the prior written approval of the Contract Officer. Acting through the City Manager, the City shall have the unrestricted right to order the removal of any personnel assigned by Consultant by providing written notice to Consultant. Name: Title: Peyton Hall Managing Principal Christine Lazzaretto Principal Paul Travis Principal Kan Michele Fowler Senior Preservation Planner John LoCascio Senior Architect Heather Goers Architectural Historian Robby Aranguren Planning Associate 6. INSURANCE Consultant shall procure and maintain, at its sole cost and expense, policies of insurance as set forth in the attached Exhibit"B",incorporated herein by reference. 7. INDEMNIFICATION. 7.1 Indemnification.To the fullest extent permitted bylaw,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. 7.2 Desien 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 subcontractors, 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. The Consultant shall require all non-design-professional subcontractors, 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 7.1 in favor of the Indemnified Parties. In addition,Consultant shall require all non-design-professional sub-contractors,used or subcontracted 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. 8. RECORDS AND REPORTS 8.1 Reports. Consultant shall periodically prepare and submit to the Contract Officer reports concerning the performance of the services required by this Agreement,or as the Contract Officer shall require. 8.2 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 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. 8.3 Ownership of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of this Agreement shall be the property of City. Consultant shall deliver all above-referenced documents to City upon request of the Contract Officer or upon the termination of this Agreement. Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights or ownership of the documents and materials. Consultant may retain copies of such documents for Consultant's own use. Consultant shall have an unrestricted right to use the concepts embodied in such documents. 8.4 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. 8.5 Cost Records. Consultant shall maintain all books, documents,papers, employee time sheets, accounting records,and other evidence pertaining to costs incurred while performing under this Agreement. Consultant shall make such materials available at its offices at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment for inspection by City and copies shall be promptly famished to City upon request. 9. ENFORCEMENT OF AGREEMENT 9.1 California Law. This Agreement shall be construed and interpreted both as to validity and 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. 9.2 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. 9.3 Waiver. No delay or omission in the exercise of any right or remedy of a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of City shall be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Consultant. Any waiver by either party of any default must be in writing. No such waiver shall be a waiver of any other default concerning the same or any other provision of this Agreement. 9.4 Ri¢hts and Remedies are 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. 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. 9.5 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 injunctive relief, a declaratory judgment, or any other remedy consistent with the purposes of this Agreement. 10. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 10.1 Non-Liability of City Officers and Employees. No officer or employee of City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any default or breach by City or for any amount which may become due to the Consultant or its successor,or for breach of any obligation of the terms of this Agreement. 10.2 Conflict of Interest. No officer or employee of the City shall have any direct or indirect financial interest in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which effects their financial interest or the financial interest of any corporation, partnership, or association in which he/she is, directly or indirectly,interested in violation of any state statute or regulation. 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. 10.3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or in connection with this Agreement regarding any person or group of persons on account of race, color, creed,religion, sex, marital status,disability,sexual orientation,national origin,or ancestry. 11. MISCELLANEOUS PROVISIONS 11.1 Notice. Any notice, demand, request, consent, approval, or communication that either party desires, or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre-paid, first-class mail to the address set forth below. Notice shall be deemed communicated seventy-two (72) hours from the time of mailing if mailed as provided in this Section. Either party may change its address by notifying the other party of the change of address in writing. To City: City of Palm Springs Attention: City Manager/City Clerk 3200 E.Tahquitz Canyon Way Palm Springs, California 92262 To Consultant: Historic Resources Group Attention: Peyton Hall,Principal 12 S.Fair Oaks Avenue, Suite 200 Pasadena,CA 91105-1915 11.2 Integrated Agreement. This Agreement contains all of the agreements of the parties and supersedes all other written agreements. 11.3 Amendment. No amendments or other modifications of this Agreement shall be binding unless through written agreement by all Parties. 11.4 Severability. Whenever possible, each provision of this Agreement shall be interpreted in such a manner as to be effective and valid under applicable law. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses,paragraphs,or sections of this Agreement,which shall be interpreted to carry out the intent of the parties. 11.5 Successors in Interest. This Agreement shall be binding upon and inure to the benefit of the Parties' successors and assignees. 11.6 Third Party Beneficiary. Except as may be expressly provided for in this Agreement, 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 to this Agreement. 11.7 Recitals. The above-referenced Recitals are hereby incorporated into the Agreement as though fully set forth in this Agreement and each Party acknowledges and agrees that such Party is bound,for purposes of this Agreement,by the same. 11.8 Authority. The persons executing this Agreement on behalf of the Parties warrant that they are duly authorized to execute this Agreement on behalf of Parties and that by so executing this Agreement the Parties are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF,the Parties have executed this Agreement as of the dates stated below. "CITY" City of Palm Springs Dat David H. Ready City Manager APPROVED BY CITY COUNCIL 1.1b•ll� �0 Abr11� APPROVED AS RIM: ATTEST By: By Douglas .Holland, James Thompson, City Atto ey City Clerk "CONSULTANT" Historic ResourcesGroup Date: By: (name) A�olc� �u-Mbar r +H'Apt ok.a `ai-�4 Date: (name) (secretary) CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT State of California County of_LAP 1P5 On— 1f-�q — before me, T. 'R. personally appeared -AA6M2 RL ro ' DIG~ who proved to me on the basis of satisfactory,evidence to be the person(Wwhose na") Is/W subscribed to the within instruhnent and acknowledged to me that WsheAtdy executed the same in jti4herl;4 aufftorized. capacity)4,and that by PKIwIW signature(aJ on the Instrument the person(', or the entity upon behalf of T. R. MURAONA which the per"acted,executed the Instrument Commission#2057870 i ,-ai Notary Public•Ca,;Iornia i I certify under PENALTY OF PERJURY under the laws z Los Angeles County ' of the State of California that the fo t paragraph Is My Comm.Ex ires Feb 14.2018 Prue and correct. grap WITNESS may hand andofficial seal. vwewmgsw(Paw Signature`--"� S OPTIONAL Ttrough me kda(=Wn below is not MOLdred by taw,R may txove vatuade to parsons rV0V on the domment and could prelerN Imaddent remove/and reartsdrment of Hds hrm to another deCarnant. Description of Attached Document n Title or7ypeof Document: Document Date:�'. 2a7 rJ Number of Pages: -7 Signer(s)Other Than Named Above: Cepacity(les)Claimed by Signer(a) Signer's Name:_k0 Mk0etz7P c' Signer's Name: C Individual ❑individual ❑ Corporate Officer—Tiile(s): ❑Corporate Officer—TiOe(s): © Partner—❑Umited ❑General _ ___ ❑Partner—0Limited ❑General ❑ Attorney in Fact ❑Attorney In Fact El Trustee rep of 11wnD here ❑Trustee Top of thumb bore ❑ Guardian or Conservator ❑Guardian or Conservator ❑ Other ❑gyar. Signer Is Representing: Signer Is Representing: earn rome®t NoWy Mxotlab .• Oa sec xa.,rn eB zwx.aew.a„i,,CA a+sus¢e�...,,,,._a.e�ww 7oN hmow neDrcw Cal TbkAw1AMV6dW EXHIBIT "A" COPY OF RFP 16-14 AND CONSULTANT'S PROPOSAL SCOPE OF SERVICES/WORK Including, Schedule of Fees And Schedule of Performance OF PALM SA y _ -P � Z V O N CITY OF PALM SPRINGS, CA REQUEST FOR PROPOSALS (RFP) #16-14 HISTORIC RESOURCES SURVEY AND UPDATE Requests for Proposals (RFP #16-14), for professional firms to provide the City of Palm Springs with a complete citywide historic resources survey and update of structures built in the City through 1968, (hereinafter the "project") will be received at the Office of Procurement & Contracting, 3200 East Tahquitz Canyon Way, Palm Springs, California, until 3:00 P.M. LOCAL TIME, THURSDAY, APRIL 10, 2014. It is the responsibility of the respondent to see that any proposal sent through the mail, or by any other delivery method, shall have sufficient time to be received by this specified date and time. The receiving time in the Procurement Office will be the governing time for acceptability of proposals. Telegraphic, telephonic, faxed or emailed proposals will not be accepted. Late proposals will be returned unopened. Failure to register as a Proposer to this RFP process per the instructions in the Notice Inviting Requests for Proposals (under "Obtaining RFP Documents") may result in not receiving Addenda or other important information pertaining to this process. Failure to acknowledge Addenda may render a proposal as being non-responsive. We strongly advise that interested firms officially register per the instructions. 1. PURPOSE AND SCHEDULE: The City of Palm Springs intends to contract with a highly qualified historic preservation consulting firm who satisfies the Secretary of the Interiors (SO[) Professional Qualification Standards, to complete a citywide historic resources survey and update of structures built in the City through 1968. The resulting update of the City's Historic Resources Inventory will be a vital tool for land use planning in the City, including creation of a Historic Preservation Element of the General Plan as well as augmentation of the Historic Preservation Ordinance. The inventory will also be an important tool for evaluating proposed alterations to identified properties and demolition permit requests involving buildings built prior to 1969, and may be used by the City's Historic Preservation Board to prioritize landmark designation initiatives and to assess project proposals that have the potential to impact neighborhood character and historic continuity. The project involves the completion of a reconnaissance-level survey of the entire City and an updating and consolidation of the existing historic context statements. The project includes a more intensive survey of relevant properties following the initial reconnaissance survey effort, resulting in a DPR primary record and/or continuation sheet for each such property. The City's existing Historic Resources Inventory contains approximately 700 properties, derived from initial surveys and survey updates conducted in 1983, 1987, 2001 and 2004. SCHEDULE: Notice requesting Proposals posted and issued .................................................. March 13, 2014 Deadline for receipt of Questions..................................Wednesday, April 2, 2014, 3:00 P.M. Deadline for receipt of Proposals....................................Thursday, April 10, 2014, 3:00 P.M. Short List/ Interviews/, Nf desired by City ......................................................... to be determined Contract awarded by City Council..................................................................... to be determined NOTE, There will NOT be a pre-proposal conference for this procurement. RFP#16-14 Page 2 of 14 *Dates above are subject to change. ATTACHMENT "A"- Signature Authorization Form, including Addenda acknowledgment. *Must be completed and included with Technical Proposal envelope. ATTACHMENT "B" — Non Collusion Affidavit Form. *Must be completed and included with Technical Proposal envelope. ATTACHMENT "C" — Sample boilerplate Contract Services Agreement (for reference only) 2. BACKGROUND: Much of the built environment in Palm Springs has been previously surveyed; however, there are many areas that remain undocumented. The City initiated its first comprehensive historic resources survey in 1976 as a result of the community's desire to identify and document its rich architectural heritage. Primarily Native American sites were identified. In 1983 and 1987 citywide surveys created a base list of potential architectural and historical resources throughout the city. In 2004, the City's first "citywide" reconnaissance survey was commissioned and conducted by the firm Architectural Resources Group. This survey with limited financial resources, identified via DPR form 523A, 200 sites and of those 50 sites were further described using DPR form 5236, 3. SCOPE OF WORK: For this survey the consultant will be responsible for all components of the historic resources survey efforts with general assistance and cooperation from City staff. The project scope of work includes, but is not limited to, the following tasks: • Development of an appropriate historic context statement for the entire city, and specific sub-areas based on review and content of existing context statements, additional research, interviews, the new survey period, and survey results. Consultant should propose a methodology for preparing these statements. The historic context statement should be prepared in accordance with the Multiple Property Submission approach detailed in National Register Bulletin 166: How to Complete the National Register Multiple Property Documentation Form. The historic context should also be prepared to reflect OHP's recommended methodology in developing and preparing context statements (i.e. associated contexts, description of relevant property types and architecture styles; criteria significance; registration requirements, etc.). • Completion of a historic resources survey update for those properties previously identified and recorded through past survey efforts. This includes approximately 200 properties. These properties shall be photographed and recorded onto DPR523L forms (Continuation Sheet). Evaluation of properties shall be based on National Register, California Register, and local criteria. The applicable California Historical Resources Status Codes should be assigned to all properties re-evaluated. Properties on the existing inventory that have since been lost to demolition should also be documented. • Completion of reconnaissance - level survey of properties built through 1968 that have not been previously identified. The City and County records aerial maps and other historical records shall be utilized. • DPR523A forms (Primary Record) should be completed for up to 400 of the properties surveyed under this task. The identification of any potential districts or thematic groupings and associated contributors should also be included as part of this work effort. Consultant should propose a methodology for documenting the review of those building that are deemed not to have significance, as well as those RFP#16-14 Page 3 of 14 that are deemed to be potentially significant. Preliminary California Historical Resources Status Codes should be assigned to all properties recorded. • Identification of significant streetscape components, such as trees, cultural landscapes, light standards, extant estate perimeter walls, subdivision patterns and other elements that represent unique features and establish historic neighborhood characteristics for an area or neighborhood should also be included as applicable. • Completion of an intensive level survey of those relevant properties identified in the reconnaissance level survey that merit further investigation and evaluation because of substantial historical significance. Recordation of up to 50 properties shall also include the preparation of DPR523B forms (Building, Structure, Object Record). Evaluation of these shall be based on National Register, California Register, and local criteria. The applicable California Historical Resources Status Codes should be assigned to all properties recorded under this task. • Completion of a final report that includes: 1) objectives/introduction, 2) area surveyed, 3) researched design, 4) methodology, 5) context statement, 6) survey results/findings, 7) recommendations for future studies, 8) sources, and 9) maps and other exhibits, as appropriate. Footnotes should be utilized as appropriate. Final report will also include complete lists of those properties to be added to the inventory and those properties to be deleted due to alteration, demolition or loss of context. • Creation of a database for the City using an appropriate software program such as MS Access, Excel, or other comparable program to list, sort and organize the survey data and results. METHODOLOGY - All work shall be performed and deliverables produced in accordance with the Secretary of the Interior's Standards for Preservation Planning, Identification, Evaluation and Registration when such standards are applicable; National Register Bulletin No. 24: Guidelines for Local Surveys: A Basis for Preservation Bulletin No. 15: How to Apply the National Criteria for Evaluation, National Register Bulletin No. 166: How to Complete the National Register Multiple Property Documentation; and the California Office of Historic Preservation's "Instruction for Recording Resources." Complete sufficient research and filed work to gain an understanding of the overall development patterns, define the context(s), identify areas of concentration for each context, note prevalent property types and architectural styles, develop registration requirements, and evaluate properties in proper context. The consultant shall ensure that principal project personnel meet appropriate professional qualifications standards set forth at 36 CFR Part 61, Appendix A for historian and/or architectural historian. DELIVERABLES - The project deliverables are as follows: • As an integral component of the inventory update process, conduct three (3) public outreach information meetings at different locations in the City before any field work commences to increase general community awareness of the goals and importance of the update and to educate affected property owners. • Provide all materials and presentations for community outreach meetings, Board and City Council meetings. • Initial presentation to the Historic Site Preservation Board at the start of the survey program, a second presentation at the mid-point of the survey program and a final presentation to the Board of the final report with findings and conclusions. • Formal presentation of the final report with findings and conclusions to the City Council. RFP*16-14 Page 4 of 14 • Monthly phone conference with City Staff to review project status. • A regular face to face project status meeting with staff every three months through the course of the project. • Updated Survey Area Map. Provide Drat Map for comment and then Final Map. • Draft and Final Historical Context Statement. • One (1) bound hardcopy of the draft survey report. • Electronic copy (PDF) of the draft survey report. • MS Word version of the draft survey report. • Approximately 25 draft DPR forms (electronic or hardcopy). • Fully-inputted database program (i.e. MS Access, MS Excel, etc.) with capability of posting relevant survey information on the City's website. Database to include ability to query by type, address/location, architectural style, architect, date of construction and possibly other categories. Provide property details / addresses in 'Excel Spreadsheet' format linked to GIS / Database. • Approximately 25 final draft DPR forms (electronic or hardcopy). • One (1) bound copy of the final survey report. • Electronic coy (PDF) of the final survey report. • MS Word version of the final survey report. • Electronic copy (PDF)final set of DPR forms. All final products are subject to, and shall be delivered upon receipt of final City approval. The consultant shall make corrections, addenda, or revisions that may be requested by City staff. The city shall not incur additional costs associated with corrections. PROJECT SCHEDULE: The City of Palm Springs has set a maximum time frame of 12 months for the completion of the citywide historic survey. The proposal shall include a thorough explanation of the proposed course of action of the project, including: • A timeline outlining major milestones and successful delivery of project elements to City staff. • Chronological explanation of all stages of survey as well as expected duration of each stage. Work stages should relate to each Historic Survey Map Area. • Deadlines for each task. A more specific schedule of deadlines and submittal dates will be discussed and established with the selected consultant. In all cases, the consultants shall adhere to project deadlines as agreed upon and specified in the final contract. RELATIONSHIP AND ROLE OF CITY STAFF: The consultant shall work under the supervision of the Director in the City Planning Department. A professional services agreement will be completed with the selected consultant prior to commencement of any work (see Attachment C for sample agreement). City staff will be available to assist the consultant as follows: • Facilitation of available background materials relating to the completion of the survey • Provide all necessary survey maps for field work • Assist with building permit research • Facilitation of meetings and assistance with educational/community outreach efforts • Provision of any other relevant City information, as available. 4. PROPOSAL REQUIREMENTS: RFP#16-14 Page 5 of 14 The firm's proposal should describe the methodology to be used to accomplish each of the project tasks. The proposal should also describe the work which shall be necessary in order to satisfactorily complete the task requirements. Please note: this RFP cannot identify each specific, individual task required to successfully and completely implement this project. The City of Palm Springs relies on the professionalism and competence of the selected firm to be knowledgeable of the general areas identified in the scope of work and to include in its proposal all required tasks and subtasks, personnel commitments, man-hours, direct and indirect costs, etc. The City of Palm Springs will not approve addenda to the selected firm's agreement which do not involve a substantial change from the general scope of work identified in this RFP. 5. SELECTION PROCESS: This solicitation has been developed in the Request for Proposals (RFP) format. Accordingly, proposers should take note that multiple factors as identified in the RFP will be considered by the Evaluation Committee to determine which proposal best meets the requirements set forth in the RFP document. PRICE ALONE WILL NOT BE THE SOLE DETERMINING CRITERIA. The City shall review the proposals submitted in reply to this RFP, and a limited number of firms may be invited to make a formal presentation at a future date if desired by the City. The format, selection criteria and date of the presentation will be established at the time of short listing, if conducted. 6. PROPOSAL EVALUATION CRITERIA: The contract will be awarded only to a responsible historic preservation consultant. In order to qualify, a consultant must meet the following minimum standards, which will be considered in the selection process: • Have the technical/financial/staffing resources indicative of past experience with intensive level historic survey work. • Demonstrate ability to satisfy the applicable Secretary of Interior's Professional Qualification Standards outlined in 36 CFR Part 61, Appendix A. • Ability to comply with proposed timelines and scheduling. • Have an exemplary performance record that can be verified with client references based on similar project work. • Certify that neither the principals nor any other individuals associated with the consulting work are presently debarred, suspended, declared ineligible, or voluntarily excluded from covered transactions by any Federal or State department or agency. • Propose an appropriate and effective approach, tasks and methodology to be used in providing the required services. • Propose a reasonable fee schedule in relation to the proposed work plan. • Demonstrate an appropriate and effective distribution of responsibilities within the project team. An Evaluation Committee, using the following evaluation criteria for this RFP, will evaluate all responsive proposals to this RFP. Firms are requested to submit their proposals so that they correspond to and are identified with the following specific evaluation criteria (100 total points possible): A. Firm / Staff / Team (including any subcontractors) Qualifications and Experience in providing similar services as defined in the RFP, including References (15 POINTS) B. Proposal Organization, conformance with the RFP instructions, and demonstrated Understanding of the overall project and requested Scope of Work (10 POINTS) RFP#16-14 Page 6 of 14 C. Work Proposal/Technical Approach, including detailed technique and methodology to be employed, inclusive of a public outreach strategy and previous work survey sample. (25 POINTS) D. Detailed Project Schedule/Timeline (15 POINTS) E. Local Preference (5 POINTS) Firms that qualify as a Local Business, or employ local sub-consultants, and submit a valid business license as more fully set forth in Section FA below, pursuant to the City of Palm Springs Local Preference Ordinance 1756). The full local preference, five (5) points, mayl be awarded to those that qualify as a Local Business. Two (2) points may be awarded to a non-local business that employs or retains local residents and/or firms for this project. Non-local firms that do not employ or retain any local residents and/or firms for this project shall earn zero (0) points for this criteria. F. Cost Proposal (30 POINTS) PRIOR CITY WORK If your firm has prior experience working with the City DO NOT assume this prior work is known to the evaluation committee. All firms are evaluated solely on the information contained in their proposal, information obtained from references, and presentations if requested. All proposals must be prepared as if the evaluation committee has no knowledge of the firm, their qualifications or past projects. 7. PROPOSAL CONTENTS: Firms are requested to format their proposals so that responses correspond directly to, and are identified with, the specific evaluation criteria stated in Section 6 above. The proposals must be in an 8 % X 11 format, may be no more than a total of twenty five (25) sheets of paper (double sided is LK), including a cover letter. NOTE: Dividers, Attachments, the Sample Survey and 5 DPR forms included in this RFP that are to be submitted with the proposal, Addenda acknowledgments and the separately sealed Cost Proposal do NOT count toward the page limit. Interested firms shall submit SIX (6) copies (one marked "Original' plus five (5) copies) of both your Technical/Work Proposal and your Cost Proposal by the deadline. All proposals shall be sealed within one package and be clearly marked, 'RFP #16-14, REQUESTS FOR PROPOSALS FOR HISTORIC RESOURCES SURVEY AND UPDATE". Within the sealed proposal package, the Cost Proposal shall be separately sealed from the Technical/Work Proposal. Proposals not meeting the above criteria may be found to be non-responsive. EACH PROPOSAL PACKAGE MUST INCLUDE TWO (2) SEPARATELY SEALED ENVELOPES: Envelope #1, clearly marked "Technical/Work Proposal', shall include the following items: • Completed Signature authorization and Addenda Acknowledgment (see Attachment A) • If applicable, your specific request for Local Preference (see Attachment A) and a copy of a valid business license from a jurisdiction in the Coachella Valley. • Completed, and notarized, Affidavit of Non-Collusion (see Attachment B) In addition to the items above, at a minimum, firms must provide the information identified below. All such information shall be presented in a format that directly corresponds to the numbering scheme identified here. RFP#16-14 Page 7 of 14 TECHNICAL/WORK PROPOSAL; The Technical/Work Proposal (Envelope #1) shall be clearly marked and shall include the Sections A, B, C, D and E below: SECTION A: FIRM, STAFF, TEAM (including any subcontractors) QUALIFICATIONS AND EXPERIENCE, INCLUDING REFERENCES A.1 Follow the instructions and properly complete and execute both Attachment "A" and Attachment "B" that are provided in the RFP and include them here in your proposal. If applicable, your specific request for Local Preference (reference Attachment A) and a copy of a valid business license from a jurisdiction in the Coachella Valley is to also be included here. A.2 Describe the firm's background and qualifications in the type of effort that this project will require, specifically identifying experience with relevant projects successfully completed of similar size and scope. A.3 Indicate the name of any sub-contractor firms or contractors that will be utilized to make up your team. Describe each sub-contractor's qualifications, background and specific expertise that they bring to the Project. A.4 List the name and qualifications of the key staff/team members and their respective roles that will be assigned to the Project. Provide detailed qualifications (including resume) of the Project Manager that will be assigned to the Project. Include detailed explanation of division of consultant labor throughout the survey process. A.5 Include a minimum of three (3) client references for comparable projects for who your firm has provided similar historic survey services as contemplated herein. You must include the name of a contact person, their title, and a current phone number, fax number, email address and business address along with a brief description of the scope of work and cost for each successfully completed referenced project. SECTION B: PROPOSAL ORGANIZATION, CONFORMANCE WITH RFP INSTRUCTIONS, AND DEMONSTRATED UNDERSTANDING OF THE OVERALL PROJECT AND REQUESTED SCOPE OF WORK B.1 Carefully review and verify that your proposal is well organized and follows ALL OF THE INSTRUCTIONS on proper organization, format, order, and conformance with all requirements, including any and all required signatures, attachments, acknowledgements, or other documents that are required to be submitted. Failure to follow the instructions may result in your proposal being non-responsive and rejected from consideration. B.2 Without reciting the information regarding the Project verbatim as contained in this RFP, convey your overall understanding of the Project and an understanding of the City's expectations upon implementation of the Project. B.3 Identify any "key" or "critical" issues that you believe may be encountered on the Project based on the firm's prior experiences; and provide steps to be taken to ensure the issues identified do not affect the successful delivery of the Project. SECTION C: WORK PROPOSAL RFP#16-14 Page 8 of 14 CA Proposer should refine and/or expand the Scope of Work to reflect their understanding of the project and include a detailed technical work proposal, including the technique and methodology to be employed. C.2 Consultant should also propose procedures for City review of draft work products, including DPRs, and an appropriate number of meetings with City staff to facilitate the project and with the Historic Site Preservation Board to present work products, evaluate survey processes and discuss findings. C.3 Propose a detailed Public Outreach strategy that would be appropriate for a project of this scope. CA Previous Work Samples: Provide five (5) DPR forms and one (1) sample survey report including context statement for projects. Note: that the sample survey should be of a project of similar size and scope of the project contemplated herein for the City of Palm Springs. The sample DPR forms and survey do NOT count toward the proposal page limit. SECTION D: PROJECT SCHEDULE D.1 A timeline outlining major milestones and successful delivery of project elements to City staff. D.2 Chronological explanation of all stages of survey as well as expected duration of each stage. Work stages should relate to each Historic Survey Map Area. Include deadlines for each task. D.3 Discuss lines of communication necessary to maintain the project schedule. Discuss the key issues that could impact the schedule and ways to minimize or eliminate them. SECTION E: LOCAL PREFERENCE EA Pursuant to the City of Palm Springs Local Preference Ordinance 1756, in awarding contracts for services, including consultant services, preference to a Local Business shall be given whenever practicable and to the extent consistent with the law and interests of the public. The term "Local Business" is defined as a vendor, contractor, or consultant who has a valid physical business address located within the Coachella Valley, at least six months prior to bid or proposal opening date, from which the vendor, contractor, or consultant operates or performs business on a day-to-day basis, and holds a valid business license by a jurisdiction located in the Coachella Valley. "Coachella Valley" is defined as the area between the Salton Sea on the south, the San Jacinto and Santa Rosa Mountains on the west, and the Little San Bernardino Mountains on the east and north. For the purposes of this definition, "Coachella Valley" includes the cities of Beaumont and Banning and the unincorporated areas between Banning and the City of Palm Springs. Post office boxes are not verifiable and shall not be used for the purpose of establishing such physical address. The consultant will also, to the extent legally possible, solicit applications for employment and proposals for subcontractors and subconsultants for work associated with the proposed contract from local residents and firms as opportunities occur and hire qualified local residents and firms whenever feasible. In order for a business to be eligible to claim the preference, the business MUST request the preference in the Solicitation response (see Attachment A) and provide a copy of its current RFP#16-14 Page 9 of 14 business license (or of those it employs for this project) from a jurisdiction in the Coachella Valley. A non-local business that requests the preference based on employing local residents must provide proof of full-time primary residency from a jurisdiction in the Coachella Valley with the proposal. The City reserves the right to determine eligibility. E.2 List all team members with local expertise. Clearly define their role in the overall project. COST PROPOSAL; The Cost Proposal (Envelope #2) shall be clearly marked in a separately sealed envelope and shall include Section F below: SECTION F: COST PROPOSAL F.1 The Cost Proposal should include cost estimates on both a "not-to-exceed" amount and a "task-by-task" breakdown for all required services for each Historic Survey Map Area. Also provide separate fee totals for survey update work and for new survey work in each Historic Survey Map Area. A fee schedule should be included with a listing of basic services and reimbursable costs. The cost estimate proposal shall also identify the estimated number of consultant staff assignment and hours needed to complete the scope of work by task and their hourly billing rate. The fee schedule which the consultant will be paid for services rendered will be determined during contract negotiations. At that time, the City will develop a payment and reimbursement schedule in consultation with the selected consultant, including any contingency amounts if desired by the City. Do NOT include Attachment "A" or Attachment "B" in the Cost Proposal, Envelope #2,. Attachments "A" and "B" are to be included in Envelope #1, "Techn ica[/Work Proposal". B. GENERAL AND SPECIAL CONDITIONS: DEADLINE FOR SUBMISSION OF PROPOSALS: Proposals will be received in the City of Palm Springs, Office of Procurement and Contracting until 3:00 P.M., LOCAL TIME, THURSDAY, APRIL 10, 2014. Proof of receipt before the deadline is a City of Palm Springs, Office of Procurement and Contracting time/date stamp. It is the responsibility of the firms replying to this RFP to see that any proposal sent through the mail, or via any other delivery method, shall have sufficient time to be received by the Procurement Office prior to the proposal due date and time. Late proposals will be returned to the firm unopened. Proposals shall be clearly marked and identified and must be submitted to: City of Palm Springs Procurement and Contracting Department 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 Attn: Craig L. Gladders, C.P.M., Procurement & Contracting Manager QUESTIONS: Firms, their representatives, agents or anyone else acting on their behalf are specifically directed NOT to contact a_y city employee, commission member, committee member, council member, or other agency employee or associate for any purpose related to this RFP other than as directed below. CONTACT WITH ANYONE OTHER THAN AS DIRECTED BELOW WILL BE CAUSE FOR REJECTION OF A PROPOSAL. Any questions, technical or otherwise, pertaining to this RFP must be submitted IN WRITING and directed ONLY to: RFP#16-14 Page 10 of 14 Craig L. Gladders, C.P.M. Procurement & Contracting Manager 3200 East Tahquitz Canyon Way Palm Springs, CA 92262 via FAX (760) 323-8238 or via EMAIL: Craiq.Gladders(oo)palmspringsca.gov Interpretations or clarifications considered necessary in response to such questions will be resolved by the issuance of formal Addenda to the RFP. The deadline for all questions is 3:00 P.M., Local Time, Wednesday, April 2. 2014. Questions received after this date and time may not be answered. Only questions that have been resolved by formal written Addenda via the Division of Procurement and Contracting will be binding. Oral and other interpretations or clarifications will be without legal or contractual effect. FORM OF AGREEMENT: The selected firm will be required to enter into a contractual agreement, inclusive of insurance requirements, with the City of Palm Springs in accordance with the standard Contract Services Agreement (see Attachment "C"). Please note that the Exhibits are intentionally not complete in the attached sample standard document. These exhibits will be negotiated with the selected firm, and will appear in the final Contract Services Agreement executed between the parties. The term of the agreement that is awarded as a result of this RFP shall be in effect for one (1) year. Failure or refusal to enter into an Agreement as herein provided or to conform to any of the stipulated requirements in connection therewith shall be just cause for an annulment of the award. If the highest ranked Proposer refuses or fails to execute the Agreement, or negotiations are not successful, or the agreement is terminated, the City may, at its sole discretion, enter negotiations with and award the Contract to the second highest ranked Proposer, and so on. AWARD OF CONTRACT: It is the City's intent to award a contract to the firm that can provide all of the scope of work, equipment and services identified in the RFP document. However, the City reserves the right to award a contract, or to make no award, whichever is in the best interest of the City. It is anticipated that award of the contract will occur at the next regularly scheduled City Council meeting after the evaluation committee has made its final selection of the firm to be recommended for award and a contract has been negotiated and agendized for consideration. The decision of the City Council will be final. RIGHT TO ACCEPT OR REJECT PROPOSALS: The City of Palm Springs reserves the right to waive any informality or technical defect in a proposal and to accept or reject, in whole or in part, any or all proposals and to cancel all or part of this RFP and seek new proposals, as best serves the interests of the City. The City furthermore reserves the right to contract separately with others certain tasks if deemed in the best interest of the City. INSURANCE: Insurance provisions are contained in the Standard Contract Services sample agreement included in the RFP. The successful Proposer will be required to comply with these provisions. It is recommended that Proposers have their insurance provider review the insurance provisions BEFORE they submit their proposal. RESPONSIBILITY OF PROPOSER: All firms responding to this RFP shall be responsible. If it is found that a firm is irresponsible (e.g., has not paid taxes, is not a legal entity, submitted an RFP without an authorized signature, falsified any information in the proposal package, etc.), the proposal shall be rejected. RFP#16-14 Page 11 of 14 PUBLIC RECORD: All documents submitted in response to this solicitation will become the property of the City of Palm Springs and are subject to the California Code Section 6250 et seq., commonly known as the Public Records Act. Information contained in the documents, or any other materials associated with the solicitation, pursuant to CA Government Code 6255 during the negotiation process, may be made public after the City's negotiations are completed, and staff has recommended to the City Council the award of a contract to a specific firm, but before final action is taken by the City Council to award the contract. Although the California Public Records Act ("CPRA") recognizes that certain confidential trade secret information may be protected from disclosure, the City may not be in a position to establish that the information submitted in a proposal is a trade secret. If a request is made for information marked "Confidential," "Trade Secret," Proprietary," or any other similar designation, the City will provide the party submitting such information with reasonable notice to allow the party to seek protection from disclosure by a court of competent jurisdiction. If a submitting party contends that a portion of the proposal is confidential even under the CPRA, the party: 1) must clearly label each document and/or page deemed a confidential document 2) the legal rationale supporting such contention including specific references to applicable provisions of the Public Records laws of the State 3) must actively defend against any request for disclosure of information which the party has determined should not be released, and 4) must indemnify and hold harmless the City from any loss, claim or suit, including attorneys' fees, brought by a person challenging the City's refusal to release the documents. The City will not, under any circumstances, incur any expenses, or be responsible for any damages or losses incurred by a party submitting a proposal or any other person or entity, because of the release of such information. The City will not return the original or any copies of the proposal or other information or documents submitted to the City as part of this RFP process. NOTE THAT THE CITY MAY NOT RECOGNIZE PROPOSALS WHERE ALL OF THE INFORMATION, VIA A BLANKET STATEMENT, IS SUBMITTED AS PROPRIETARY INFORMATION OR A TRADE SECRET. SUCH PROPOSALS MAY BE FOUND NON- RESPONSIVE. COST RELATED TO PROPOSAL PREPARATION: The City will NOT be responsible for any costs incurred by any firm responding to this RFP in the preparation of their proposal or participation in any presentation if requested, or any other aspects of the entire RFP process. COMPLIANCE WITH LAW. Proposer warrants that all Services rendered shall be performed in accordance with all applicable federal, state, and local laws, statutes, ordinances lawful orders, rules, and regulations. LICENSES. PERMITS, FEES, AND ASSESSMENTS. Proposer represents and warrants to City that it will obtain all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession and perform the Work and Services requested in this RFP. Proposer represents and warrants to City that Proposer shall, at its sole cost and expense, keep in effect at all times during the term of the Agreement if so awarded, any license, permit, qualification, or approval that is legally required for Proposer to perform the Work and Services under the Agreement if so awarded. Proposer 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 Proposer's performance of the Work and Services required under the Agreement if so awarded. Proposer shall indemnify, defend, and hold harmless City against any such fees, assessments, taxes penalties, or interest levied, assessed, or imposed against City to the fullest extent permitted by law. BUSINESS LICENSE: The selected firm will be required to be licensed in accordance with the City of Palm Springs Business License Ordinance, Municipal Code Chapter 3.40 through 3.96, entitled "Business Tax". RFP#16-14 Page 12 of 14 INVESTIGATIONS: The City reserves the right to make such investigations as it deems necessary to determine the ability of the firms responding to this RFP to perform the Work and the firm shall furnish to the City all such information and data for this purpose as the City may request. The City reserves the right to reject any proposal if the evidence submitted by or investigation of such firm fails to satisfy the City that such firm is properly qualified to carry out the obligations of the Contract and to complete the Work contemplated therein. NONCOLLUSION: The undersigned, by submission of this Proposal Form, hereby declares that this Proposal is made without collusion with any other business making any other Proposal, or which otherwise would make a Proposal. Proposer must execute an Affidavit of Non- Collusion provided as Attachment "B" in the RFP and include it with their proposal. PROPOSALS TO REMAIN OPEN: The Proposer shall guarantee that all contents of their proposal shall be valid for a period of 120 calendar days from the due date of proposals. SIGNED PROPOSAL AND EXCEPTIONS: Submission of a signed proposal will be interpreted to mean that the firm responding to this RFP has hereby agreed to all the terms and conditions set forth in all of the sheets which make up this Request for Proposals, and any attached sample agreement. Exceptions to any of the language in either the RFP documents or attached sample agreement, including the insurance requirements, must be included in the proposal and clearly defined. Exceptions to the City's RFP document or standard boilerplate language, insurance requirements, terms or conditions may be considered in the evaluation process; however, the City makes no guarantee that any exceptions will be approved. RFP#16-14 Page 13 of 14 OF 4AtM S IF, i V V t'q(IfpRN� P REQUEST FOR PROPOSALS (RFP 16-14) FOR HISTORIC RESOURCES SURVEY AND UPDATE 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: Can you provide us with the maps referenced in the RFP on page 9 that show the historic survey areas? A 1: On page 9, the second sentence under D.2 is hereby deleted. The reference to maps was an error. Q 2: Is there a budget range or cap the City has in mind for the survey? A 2: No. The City is relying on the expertise and professionalism of the firms to offer their cost proposals for a project of this size and scope. BY ORDER OF THE CITY OF PALM SPRINGS, CALIFORNIA Craig L. Gladders, C.P.M. Procurement & Contracting Manager DATE: March 20, 2014 ADDENDUM ACKNOWLEDGMENT: Proposer Firm Name: Authorized Signature: Date: F PALM S O P,�pp • LA�JFOAN� REQUEST FOR PROPOSALS (RFP 16-14) FOR HISTORIC RESOURCES SURVEY AND UPDATE ADDENDUM NO. 2 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: Do you want the five copies of a sample survey report in hard-copy form? The reports we do are usually quite lengthy: 100-200 pages or more. We can certainly print these out, which will make for a heftier package, or put the work samples on 5 CDs if you prefer. Please let us know how to proceed. A 1: As stated in the RFP, the Sample Survey shall not count toward the total page limit. The City will accept either a paper version or CD and we will leave it up to each firm to decide what is best for their proposal. Either way you must provide one copy marked as "Original'plus 5 copies, for a total of 6. Note that if you provide a CD, ONLY the Sample Survey maybe on the CD, no other part(s) of the proposal materials. Q 2: The RFP states that the City's existing Historic Resources Inventory contains approximately 700 properties derived from four earlier surveys (1976, 1983, 1987, 2004). The specified scope of work indicates that approximately 200 previously identified properties will receive survey updates recorded onto DPR 523L forms. Given that there are 700 known resources, why are only 200 receiving updates? Are these the 200 properties that were surveyed in 2004? A 2: All 900 properties are part of the project. Yes, the 200 properties were surveyed in 2004. Q 3: The RFP indicates that a reconnaissance survey of the entire City will be conducted of properties built through 1968. Does this include only the re-surveying and the updating of forms for previously identified properties or does it also include some properties that have not been previously identified and evaluated? According to the RFP there are 700 known resources derived from the four previous surveys, how are those properties that have not been previously identified accounted for in the requested scope of work? Are the 700 known resources to be excluded from this reconnaissance survey in that case or are only previously identified resources included in the requested scope of work? A 3: Yes, it includes new surveys of properties not previously evaluated. The scope of work is not limited to only previously identified resources. Q 4: As part of the reconnaissance survey, up to 400 properties are to be documented using Primary Records and assigned Status Codes. However, of these 400, only up to 50 shall be documented using BSO Records. The result would be 350 properties receiving Primary recordation and Status Codes for architectural merit without having been researched for important historic associations or association with historic personages, that would result from the completion of BSO recordation forms. Is the City satisfied that these 350 properties will be given Status Codes based only on architectural merit? A 4: The City feels that the 400 and 50 numbers as provided are appropriate for what can be accommodated at this time. The "architectural merit only" status code has not yet been determined. Q 5: Instead of partially documenting 350 properties and fully documenting 50, why not fully document 150 or 200 properties instead? That way the status codes will be based on a complete understanding of each property within its historic context. A 5. The City is open to receiving alternative ideas in your proposal if you feel that there is a better approach. However, you must stay within the original page limit as per the requirements of the RFP if you provide alternate ideas. BY ORDER OF THE CITY OF PALM SPRINGS, CALIFORNIA Craig L. Gladders, C.P.M. Procurement & Contracting Manager DATE: April 2, 2014 ADDENDUM ACKNOWLEDGMENT: Proposer Firm Name: Authorized Signature: Date: Acknowledgment of Receipt of Addendum 2 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. ((L 1 i PREPARED FOR [A City of Palm Springs t-I Procurement and Contracting Department I] 32oo E. Tahquitz Canyon Way Palm Springs, CA 92262 j Attn: Craig L. Gladders, C.P.M. Procurement & Contracting Manager 13 a 1 fl 13 O 0 0 0 0 El r❑ TECHNICAL WORK PROPOSAL Palm Springs Historic Resources Survey 1-1 and Update, Response to RFP#16-14 April10, 2014 .� HISTORIC RESOURCES GROUP 12 S.Fair Oaks Avenue,Suite 200,Pasadena,CA g1io5-igi5 Telephone 626-793-240o,Facsimile 626-793-2401 v .historicla-com It sj F, IJ 0 TABLE OF CONTENTS a Cover Letter 2 Section A: Qualifications 0 13 Section B: Proposal Organization, Conformance with RFP Instructions and v Scope of Work Q 18 Section C: Work Proposal 0 0 25 Section D: Project Schedule Q 3= Summary ®' Q Appendix A:City Attachments A and B [' Appendix B:Professional Staff Resumes Appendix C:Work Samples ❑ ❑ El ❑ ❑ TECHNICAL/WORK PROPOSAL Palm Springs Historic Resources Survey i and Update, Response to RFP#16-14 ApH110, 2014 HISTORIC RESOURCES GROUP s2 S.Fair Oaks Avenue,Suite 200,Pasadena,CA 9uo5-19i5 Telephone 626-793-24400,Facsimile 626-793-2401 www.his[oriclacom 28 ' l C ` , L�] ® COVER LETTER ® City of Palm Springs 13 Procurement and Contracting Department 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 Attn: Craig L. Gladders, C.P.M. C1 Procurement G Contracting Manager Is Dear Mr. Gladders: 13 In response to the Request for Proposals dated March 13, 2014, Historic Resources Group (HRG) is pleased to submit this proposal to conduct a Historic Resources Survey and Update 13 for the City of Palm Springs. (� Established in 1989, HRG has extensive experience preparing historic context statements, ® coordinating survey and planning programs, and conducting historic resource surveys.The firm is a leading consultant in the design and implementation of effective historic preservation programs, including the preparation of survey documents, ordinances, preservation elements, design guidelines,training for staff and decision-makers, and other preservation-related activities.The firm strongly believes in the importance of public © outreach, and has coordinated these efforts for a variety of municipal clients, including several projects in Beverly Hills, and a three-year public outreach program for the citywide survey for the City of Los Angeles (SurveyLA) which helped to promote the survey and gather valuable property-specific information from local residents. HRG has assembled a uniquely qualified team to complete the Historic Resources Survey and Update for the City of Palm Springs.This team brings an unmatched level of familiarity with both the unique history of the City of Palm Springs and current survey methodology. If you have any questions about this proposal or would like to schedule an interview, please Q contact Bryan Fahrbach, Marketing&Administrative Manager, at (626) 793.2400 x 115 or bryan@historicla.com. Sincerely, _ J Peyton Hall, FAIA Managing Principal PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 29 HISTORIC RESOURCES GROUP 0 a 0 SECTION A:FIRM,STAFF,TEAM QUALIFICATIONS AND EXPERIENCE,INCLUDING REFERENCES A.L.Attachments"A"and`B" HRG has completed Attachments "A" and 'B." Both forms are included in Appendix A. s; F 13 '4 13 13 13 , v ,^tiff,v, ,_ ❑ Palm Springs Aerial Tramway Valley Station, 1963,Albert Frey,John Porter Clark, Robson Chambers and E. Stewart Williams,architects. ❑ ❑ PROPOSAL Palm Springs Historic Resources Survey n and Update, Response to RFP#16-14 30 HISTORIC RESOURCES GROUP t^J L (( 3 I� As.Firm Background and Qualifications statements,which are critical to the Ll HRG staff is composed of preservation understanding of the built environment. ❑ professionals who have extensive The firm has specific experience with experience working with local post-World War 11 development, which communities on historic resources surveys plays a significant role in the development and historic context statements. HRG staff of Palm Springs. A brief list of projects has completed historic resources studies related to resources from the recent past (surveys and contexts) for cities include: the Recent Past Historic Context throughout California, including: Beverly Statement for the City of Pasadena; Hills Fresno Glendale, Los Angeles, Paso © Survey of Modem Resources for the City Robles, Pasadena, Riverside, San ® of Riverside; the National Historic Clemente, San Diego, San Luis Obispo, Landmark nomination for the Eames Santa Ana, Santa Monica, South House (Case Study House#8); the m Pasadena, and Ventura, among many National Register nomination for the © others. Stevens House (John Lautner); Historic- HRG has participated extensively in Cultural Monument and Mills Act Surveyl-A,which has become a blueprint applications for the Gould-LaFetra House O for 2 1' century historic resources surveys (Ray Kappe), Rich House (Momton nationwide, from the earliest planning Abell), and Volk House (A. Quincy Jones ❑ stages through the most recent field and Whitney Smith); outreach efforts for surveys. HRG authored sections of the the Village Green; rehabilitation tax credit ❑ historic context statement, helped projects for the Forum, Lincoln Place, ❑ develop registration requirements that are Chase Knolls, and the Standard and informing the survey effort,and has led Pegasus Hotels; and assisting with the ❑ fieldwork efforts in a significant portion of nomination of the Columbia Savings the city. HRG has evaluated properties in Bank. ❑ some of the earliest areas of Los Angeles, HRG worked with the Los Angeles ❑ including San Pedro and Westlake, along Conservancy to facilitate a panel of with communities with significant modem experts to identify significant modem ❑ resources, including the Hollywood Hills, resources in the City of Los Angeles. the San Fernando Valley,and Brentwood. Perhaps most relevant to this project, HRG staff has academic training in HRG Senior Architect John LoCascio architectural history, architecture, and wrote his master's thesis for the Heritage planning. In the past decade, the firm has Conservation program at the University of devoted a significant amount of its Southern California on the development practice to the development of context and recent renaissance of Palm Springs. 7 PROPOSAL -� Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 31. _I HISTORIC RESOURCES GROUP L3 0 4 John's work included significant research 13 into the development Palm Springs, its 13 architecture, and how it evolved into a mecca of modernism. 0 0 13 0 a a v 0 Palm Springs City Hall, 1957,Albert Frey,John Porter Clark,Robson Chambers and E.Stewart Williams,architects. ❑ ❑ 0 0 PROPOSAL ❑ Palm Springs Historic Resources Survey ❑ and Update, Response to RFP#16-14 n HISTORIC RESOURCES GROUP ❑ ca M 5 A.3.Subconsultants Legacy" (2011.) He contributed to the ® HRG will be working with two Palm Springs Art Museum's 2008 exhibit subon Julius Shulman's photographs of Palm and Sian Wins for this project: Alan Hess Springs, and spoke at the Museum's and Sian Winship. Both Alan and Sian bring important expertise to the project "Sand and Sea" symposium (Feb. 22, ® 2014) comparing Palm Springs and that will help to enrich the results.Alan Sarasota, Florida. Alan's recent ® has written extensively about Modernism exploration of a"Palm Springs" school is in general and Palm Springs specifically. Sian's thesis work involved the study of particularly relevant and meaningful to developers and architects working in the this project. ® post-World War It era. Alan will participate in the drafting of the ® Alan Hess. Architect and historian Alan historic context statement, and will Hess has written nineteen books on provide peer review for both the context ® Modem architecture and urbanism in the and the survey findings. mid-twentieth century; his subjects Sian Winship. Sian Winship is President include John Lautner, Frank Lloyd Wright, of The Society of Architectural 13 Oscar Niemeyer, the Ranch House, Historians/Southem California Chapter Googie architecture, Las Vegas, and (SAH/SCC).As a member of the Board El Organic architecture. Alan is the for the past 18 years, Sian has created El architecture critic of the San Jose Mercury numerous educational programs and News, a National Arts Journalism tours focused on modem residential ❑ Program Fellow, and received the Honor architecture in Southern California. Her Award from the National Toast for recent tours have included "On Parallel Historic Preservation. Lines: The Sarasota Modem Movement [] Alan has written two books on Palm and the Case Study House Program," Springs: Palm SpniW Weekend(with "Beyond the Bauhaus:The Legacy of El Andrew Danish) San Francisco: Chronicle Walter Gropius and Modem Boston," Books 2004,and Julius Shuhnan:Palm "Exiles and Emigres in Los Angeles O Springs(with Michael Stem) New York: Modem Architecture" in conjunction with 0 Rizzoli Intemational, 2008. He addressed LACMA, "Rodney Walker:3-30-90" for the Palm Springs Historic Site the National AIA Convention in Los Angeles, and "Out of the Shadow"an Foundation's symposium "Celebration exploration of modem architecture in Alexander Homes" (2001), and the Palmm Springs Preservation Foundation's Phoenix after the passing of Frank Lloyd symposium "Me Alexanders: A Desert Wright. In 2005, her Los Angeles-based PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP "a 6 "Space and Learning"program examined Sian has written over 20 brochures on 11 the nexus of modem architecture and modem architecture for the SAFUSCC 11 early childhood education. and in 2009 was the keynote speaker at In 2011, Sian earned her Master of the Palm Springs Art Museum for 0 Historic Preservation (MHP) from the Modernism Weekend. 11 University of Southern California School Sian will participate in research, of Architecture. Her thesis topic preparation of the context statement, and 131 "Architects Who Worked for Developers survey reconnaissance. 0 in Southern California, 1960-1973" continued her interest in modem 0 residential architecture by examining the work of William Krisel, Richard L. 11 Dorman, and Edward H. Fickett 13 11 El 1 w au }r w '� _.. .. ❑ L:Elrod House, 1968,John Lautner,architect.R:Santa Fe Federal Savings and Loan, 1960, E Stewart Williams, ❑ architect. Ll ❑ ❑ ❑ PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 n HISTORIC RESOURCES GROUP 34 0 L 7 Q A.q.Staff Qualifications intensive-level survey of resources Christine Lazzaretto, Principal, has over constructed between 1935 and 1975 by nine years of experience in historic notable local masters. She developed ® preservation. At HRG, Christine manages historic context statements for San Diego, 13 a wide range of historic preservation Paso Robles, San Luis Obispo, and South projects, including surveys and historic Pasadena. She nominated buildings from 13 context statements, environmental review, the post-World War lI era on the campus city planning efforts, historic resource of the University of Southern California 0 assessments, tax credits, and nominations. for local landmark status, and has worked ® Christine previously worked for Pasadena on important modem sites including the Heritage, a nonprofit historic preservation Forum (completed in 1967) and CBS Q organization, where she served as Columbia Square (the only West Coast Director of Education and the first work of William Lescaze). 13 Preservation Director. Christine is an integral part of HRG's C] Christine is currently managing the SurveyLA team, participating in all aspects citywide survey update and historic of that project. She managed the context statement for the City of Beverly SurveyLA public outreach project, and © Hills. The Beverly Hills project is authored the MyHistoricLA Guide to particularly relevant to the proposed Public Participation. She co-authored the ❑ survey update in Palm Springs. The first Resources of the Recent Past Historic citywide survey in Beverly Hills was in Context for the City of Pasadena and ❑ 1985. Since that time there have been wrote the Entertainment Industry context several survey updates, but the current for SurveyLA. ❑ project is the first comprehensive look at Christine will serve as the Project ❑ the city's resources and development Manager for the Palm Springs survey history since the 1980s.The survey effort update and context statement, and will be ❑ involves the management of a team of the liaison with City staff. Christine meets ❑ survey professionals, the creation of a the Secretary of the Interior's Professional context statement spanning all periods of Qualifications Standards in History and development and with specific registration requirements that address the Architectural History. .] city's extant resources, and both a survey Paul Travis,AICP, Principal, has more update and the identification of resources than nine years of experience in historic that have not been previously studied. preservation. At HRG, Paul manages planning-related projects with a focus on Christine managed the City of Riverside's Survey of Modem Resources, an large, multi property sites including ' historic downtowns, neighborhoods and PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 35 L7 L B districts, industrial sites, motion picture Projects include the National Historic studios, military bases, and college Landmark nomination for the Eames Ll campuses. Recent survey experience House (Case Study House#8); a National includes historic resource surveys for the Register Determination of Eligibility for 0 cities of Ventura, Glendale, Paso Robles, the Panorama City Historic District; and San Diego, and Fresno. Paul has also the citywide historic context statement for 13 participated in numerous phases of Pasadena's Resources of the Recent Past, 0 SurveyLA. co-authored by Christine Lazzaretto. Kari also drafted the Multi-Family Residential 13 Paul will primarily participate in the Context for the SurveyLA Historic fieldwork component of the project, Context Statement, including the preliminary reconnaissance survey to identify potential resources and Kari will participate in all phases of the review previous survey findings, and the survey fieldwork, including the documentation phase during which reconnaissance survey, field 13 resources will be recorded. He meets the documentation, and property evaluations. 0 Secretary of the Interiors Professional She meets the Secretary of the Interior's Qualification Standards in History. Professional Qualifications Standards in 13 Kari Michele Fowler, Senior Preservation History. 13 Planner, has eleven years of experience John LoCascio, AIA, Senior Architect, conducting historic resources surveys, has Bachelor of Architecture and Master ❑ developing historic context statements, of Historic Preservation degrees, both El environmental documents from the University of Southern relating to historic resources, and California.John's Historic Preservation ❑ evaluating and documenting historic Masters' thesis, entitled A Different Kind resources at the local, state and national of Eden: Cay Men, Modemism, and the ❑ levels. Kari has managed several large- Rebirth ofPa/m Spnngs, examined the scale historic resources surveys role of the gay community in the cultural ❑ throughout the state, including Ventura, rebirth of the City. ❑ San Clemente, Santa Monica, and San Diego. Kari has notably served as HRG's 2 licensed, practicing architect for over ❑ project manager for all phases of 0 years, John has worked on a wide SurveyLA, providing HRG with growing variety projects involving historic ❑ expertise in the management of large buildings in Southern California. In survey projects. addition, he served on the Board of [] Directors of The Glendale Historical Kari has particular experience with a wide Society, a non-profit historic preservation range of midcentury resource types. advocacy organization, from 2003 to PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 36 HISTORIC RESOURCES GROUP 0 0 9 0 2012 and served as the group's president of Beverly Hills, San Luis Obispo, and Q from 2008 to 2011. He was awarded the South Pasadena. Society's Zelia Blanton Award in 2012 in 13 recognition of his efforts in advancing the Heather will participate in research and cause of historic preservation in Glendale. providing content for the historic context a John previously served as the Executive statement. She meets the Secretary of the 13 Director of Claremont Heritage, Interiors Professional Qualifications reviewing environmental documents, Standards in History and Architectural Q researching and preparing policy History. © statements, and advising the City of Robby Aranguren, Planning Associate, Claremont on planning and design issues. participates in historic resources surveys, 0 John brings to the team an in-depth evaluating and documenting historic knowledge of the history of Palm Springs resources at the local, state and national and specific development patterns in the levels, and assisting with historic Q City. He will participate in the preparation preservation tax credit projects. Robby of the historic context statement and in has worked on several large-scale historic 0 the field documentation. He meets the resources surveys throughout the state, Secretary of the Interioi s Professional including Fresno, Riverside, South El Qualifications Standards in Historic Pasadena, and SurveyLA. Robby has Q Architecture and Architectural History. training in GIS, and has provided photographic services for a number of 171 Heather Goers, Architectural Historian, survey projects and National Register has a Bachelor of Arts in Humanities from nominations. (] the University of Chicago and a Masters in Historic Preservation from the Robby will serve as the liaison between University of Southern California. Prior to the project team and the City's GIS working at HRG, Heather had her own department. He will be responsible for historic preservation consulting practice providing maps for all phases of the and worked for organizations including project (research, fieldwork, and the the Los Angeles County Museum of Art, context). Robby will also participate in (� the Los Angeles Conservancy, and the research and field documentation. He Ennis House Foundation. meets the Secretary of the Interior's ( ] Professional Qualifications Standards in At HRG, Heather provides invaluable History. research skills on a wide variety of projects. She has participated in historic Resumesf0rpr0fessional staff andsub- ' resources surveys and the development of consultants are attached in Appendix R historic context statements for the cities PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 .17 HISTORIC RESOURCES GROUP u 0 10 A.S.References The survey groups are each budgeted 13 City of Loa Angeles• SurveyLA separately; individual survey budgets vary 11 Historic Resources Group has participated between approximately $300,000 and in several facets of the City of Los $500,000. QI Angeles's groundbreaking citywide historic resources survey effort, SurveyLA. Contact: Is HRG wrote portions of the Historic Janet Hansen Context Statement that provides the basis Deputy Manager 13 for the survey, drafting the Historic City of Los Angeles Overview, Entertainment Industry, and Office of Historic Resources 13 Multi-family Residential Development 200 N. Spring St., 6th Floor sections, and developing registration Los Angeles, CA 90012 0 requirements for numerous other (213) 978-1 191 contexts and themes. HRG coordinated janet.hansen@lacity.org the SurveyLA Review Committee, which provides peer review for all phases of the CCb of Beverly Hills Survey Update survey effort. The firm was hired under HRG is working with the City of Beverly separate CLG-funded contracts to Hills to complete a citywide historic develop MyHistoricLA, a guide to public resources survey and update of structures participation, and lead the multi-year built through 1968. The project involves public outreach efforts. the completion of a reconnaissance-level El survey of the entire City, detailed HRG has participated in nearly all phases recordation of eligible properties, and an ❑ of field documentation for SurveyLA, updating and consolidation of the existing starting with the Pilot Surveys of the East historic context statements. El and West Valley neighborhoods to test n the field guide methodology and The resulting update of the City's Historic technology proposed for the rest of the Resources Inventory will be a vital tool n survey. SurveyLA is now entering"group for land use planning in the Beverly Hills, 8" for field documentation; HRG has including implementation of the City's served as team lead for four of the 2010 Historic Preservation Element as groups, and has participated as members well as the 2012 Historic Preservation (� of the survey team for the others. HRG Ordinance. The inventory will also be an led survey efforts for areas throughout important tool for evaluating proposed n Los Angeles; most relevant to the Palms alterations to identified properties and Springs survey were studies in demolition permit requests involving (� Hollywood,portions of the San Fernando buildings over 45 years of age, and may Valley,West Los Angeles, Brentwood, be used by the City's Cultural Heritage Pacific Palisades, and Venice. Commission to prioritize landmark designation initiatives and to assess project proposals that have the potential [ 7 [a PROPOSAL Palm Springs Historic Resources Survey (� and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 38 r'1 I ] ED ® to impact neighborhood character and historic districts for the National, Q historic continuity. California, and local registration programs. ® Budget: $1 15,000. Context development was informed by a reconnaissance survey as well as 0 Contact: previously conducted historic resource William Crouch surveys, and identified existing and 13 City of Beverly Hills potential historic districts and established Community Development Department priorities for future survey work. 13 Planning Division 455 N. Rexford Drive, Budget: $22,500 (CLG funded) ® Beverly Hills, CA 90210 Contact: ® (310) 285-11 l6 Phil Dunsmore wcrouch@beverlyhills.org. Senior Planner ® City of San Luis Obispo City of San Luis Obispo Cit wide 990 Palm Street ® Historic Context Statement San Luis Obispo, CA 93401 HRG prepared a comprehensive citywide (805) 781-7522 ® historic context statement that included pdunsmore@slocity.org 0 all phases of the City's development from Riverside Citywide Modernism the Spanish/Mission era through Mid- Intensive Survey Q century development This project was funded by a Certified Local Government HRG worked with the City of Riverside ❑ (CLG) grant through the California State to conduct a citywide intensive level Office of Historic Preservation. survey and evaluation of approximately ❑ 200 potentially significant Modem The historic context statement identified resources based on the Cit/s recently- El the important themes relevant to the developed Modern Context Statement. El environment and development of the built The City of Riverside has an important environment of San Luis Obispo. The collection of resources from the recent El statement established periods of past constructed by locally-significant historical significance for each of the architects. Resources were evaluated by ❑ important themes, identified important applying the criteria for the National, associated property types with their California, and local registration programs. ❑ character-defining and associative The survey project included the features, and established evaluation development of a Multiple Property criteria and integrity thresholds sufficient Documentation nomination form which to provide a framework for identifying the City can submit to the National Park J and evaluating individual resources and Service to guide and inform the evaluation (and potential designation) of .�I _ 1 _1 PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 39 ? HISTORIC RESOURCES GROUP L3 13 12 their modern resources. Surveyed 11 resources were documented electronically 13 in the City's database. Survey data including digital photos and GIS files were 0 submitted to the State Office of Historic Preservation in an electronic format. 0 Budget: $22,500 (CLG-funded) 13 Contacts: 0 Erin Gettis Historic Preservation Officer 3900 Main Street, 3rd Floor Riverside CA 92522 0 (951) 826-5463 EGettis@riversideca.gov Teri Delcamp 0 Historic Preservation Senior Planner City of Riverside Planning Division 0 3900 Main Street,3rd Floor Riverside, CA 92522 13 (951) 826-21 17 TDelcamp@riversideca.gov ❑ El El ❑ ❑ ❑ ❑ O f� C7 U1 PROPOSAL '-- Palm Springs Historic Resources Survey n and Update, Response to RFP#16-14 - 1-1 HISTORIC RESOURCES GROUP 4^ - 1 -1 r1 U 13 13 SECTION E:PROPOSAL ORGANIZATION, Palm Springs has a unique and rich ® CONFORMANCE WITH RFP INSTRUCTIONS AND DEMONSTRATED UNDERSTANDING OF THE history.Understanding this history, and OVERALL PROJECT AND REQUESTED SCOPE OF the key influences and periods of a WORK. development are critical components of III.Conformance with the RFP developing appropriate and specific 0 instructions eligibility standards for the evaluation of © HRG has carefully reviewed the historic resources in the City. requirements of the RFP. We verify that, The earliest inhabitants of the Coachella ® to the best of our ability, we have Valley were the Cahuilla Indians,who El instructions this proposal according to the established summer settlements in the instructions in the RFP. palm-lined mountain canyons around the ❑ valley, moving each winter to thatched 112.Understanding of the Project shelters clustered around the mineral hot ❑ HRG has worked with local municipalities springs on the valley floor. throughout California on the In the early 1860s,the Bradshaw development of historic context stagecoach line began to cross the desert statements and the identification and from Banning en route to the Arizona ❑ evaluation of potential historic resources. territories,bringing visitors to the oasis of Our staff has a great deal of experience ❑ palm trees and hot springs that the line's working with local communities, and we operators called Agua understand the importance and value of was e Hot Water). Jahn McCallumm was the Valleys these projects to City staff, policy-makers, and interested stakeholders: first permanent Anglo settler. His efforts ultimately led the area's transformation Understanding the story of a place, how it developed, and how the built resources into a health resort based spa/hotel the "dry (� healing climate." A health spa/hotel was help to tell that story are critical constructed and called the Palm Springs components to successful preservation ❑ planning. Hotel. Some visitors decided to settle in the area permanently, and soon the small This historic context statement and survey town of Palm Springs began to develop update will help to inform a historic around the hotel and the McCallum r� preservation element of the General Plan, ranch. updates, as necessary, to the Historic During World War 1, wealthy Eastern Preservation Ordinance, and will provide ( 1 families, unable for the duration of the clarity and transparency to property owners, advocates, stakeholders, and conflict to take their customary travels in decision-makers about historically Europe, searched for a new destination significant properties in the City. and discovered the exotic spa town set amidst the beauty and solitude of the surrounding desert. Another wave of PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 41 HISTORIC RESOURCES GROUP 1.3 L3 iq La 0 0 0 i ❑ The reconstructed tower of the Hotel El Mirador on the grounds of Desert Regional Hospital, 2013. well-healed visitors came during the Palm Springs as a Hollywood playground ❑ lethal post-war influenza pandemic of continued in the 1930s when stars such 1918-1919, fleeing the contagion of the as Ralph Bellamy, Claudette Colbert, big cities for the dry, healthy desert air. Gary Cooper, Marlene Dietrich, Charlie Farrell, Clark Gable, Paulette Goddard, After the war, Palm Springs completed its Mary Pickford and Douglas Fairbanks, transformation from a health resort to an Rudy Vallee, and John Wayne all ❑ exclusive winter resort for the well-to-do. frequented the Desert Inn. Many of the In the 1920s, the towns growing stars built weekend homes in the area reputation as a premier winter luxury surrounding the Desert Inn that it became ❑ resort was cemented. During that same known as the Movie Colony. The fame of El period, Hollywood discovered Palm these celebrity residents inevitably made Springs when the surrounding desert was the town itself famous.Architecturally, ❑ used for location shooting of numerous Spanish and Mediterranean revivals silent films. By the end of the decade remained the dominant architectural ❑ Palm Springs was becoming a favored styles. winter weekend retreat for the By the mid-1930s, International Style ❑ burgeoning film industry; only a few modernism began to take hold in the City ❑ hours by car from Los Angeles,the with a few prominent projects,and by isolated desert village offered privacy and late 1930s modem architecture was ❑ relaxation,warm winter sunshine and becoming more prevalent. By the time stunning natural beauty. the United States entered World War 11 in El Ll PROPOSAL Palm Springs Historic Resources Survey ❑ and Update, Response to RFP#16-14 n HISTORIC RESOURCES GROUP 42 l_J a 15 ® December of 1941, the architects adapting the elements of Modem Q working in Palm Springs had begun to architecture to mass-produced housing, ® experiment with the development of a making Palm Springs one of the few distinctly desert brand of Modernism that places where this key tenet of Modernism ® reflected the warm climate,dramatic was realized. landscape, and relaxed lifestyle of the � exclusive resort town. The historic context statement and survey project will take into account the Is At the end of World War 11, Hollywood important settlement patterns, influences, movie stars, Eastern industrialists, and and significant periods of development in © increasing numbers of ordinary tourists Palm Springs. Much has been written flocked to Palm Springs to resume about the City's history, and there have 13 been previous surveys, studies, and basking in the winter sunshine. This surge evaluations of historic resources in Palm 0 of visitors and seasonal residents Springs dating back to the 1970s. Specific coincided with the peak of Modemism s methodology for the development of the © popularity. The desert climate, casual historic context statement is included in lifestyle, and more adventurous choices in the methodology section below, but the the resort atmosphere of Palm Springs key components of the historic context a played a significant role in the statement will be to compile and architecture of this period. synthesize the previous studies and ❑ evaluations along with new scholarship Palm Springs was transformed from a into a clear, concise, and useful planning ❑ Spanish village into an incarnation of mid- document. The development of well- century America.Along with lavish defined and specific eligibility standards [] custom homes and sleek commercial and that reflect extant resources in the City institutional buildings, the modernization will then inform the survey component of ❑ of Palm Springs can be largely attributed the project. ❑ to the work of father-and-son developers The survey project is two-fold: updating from Los Angeles, George and Robert previous evaluations of the approximately ❑ Alexander,and their young architects, 700 properties that have been identified William Krisel and Dan Palmer.After as historically significant in previous ❑ building over a thousand houses with surveys (1983, 1987, 2001 and 2004); Krisel's post-and-beam design in the San and conducting a reconnaissance survey El Fernando Valley in the early 1950s, the to identify potentially significant resources Alexanders turned to Palm Springs. The constructed through 1968 that were not Alexanders and their architects evaluated in previous survey efforts. Of these, the RFP requires documentation of demonstrated a commitment to providing up to 400 resources on Department of affordable, well-designed homes by Parks and Recreation (DPR) 523A forms. PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 4 5 16 Based on this reconnaissance survey,up and other exhibits (including current and to 50 properties will be selected for an historic photographs),and sources intensive review and documented on (including location of relevant archives DPR 523B forms.This will include the and online repositories). The report will identification of individually significant also include recommendations for future resources (which may include tract study. features, landscape features, or other amenities),along with potential historic The goals of the final survey report are to districts.All evaluated resources will be provide the City and the community with assigned California Historical Resources thorough documentation of the project, a Status Codes. Resources that are surveyed clear roadmap to understanding the that do not meet eligibility criteria or survey effort and how potential historic established integrity thresholds will be resources were identified and evaluated, documented in the database with a guidance for the continued evaluation of photograph, brief statement documenting resources in the City,and areas for future why it is ineligible,and the appropriate study. status code. A key component of the project is a 1i6 public outreach effort. Public outreach will help to inform the survey effort,as local residents and interested stakeholders can enrich the scholarship of the project with information about local history and the built environment. Outreach efforts will also serve to inform the public about the survey effort, increase communication between the community and the City, and create support and understanding of Spa Hotel, 1955,William Cody,architect;spa the project. entrance colonnade,Wexler a:,Harrison,architects. The culmination of the historic context statement, reconnaissance survey and survey update,and public outreach will be documented in a final survey report. The survey report will include a description of the project, methodology (of both the research effort and the fieldwork),the final context statement with historic narrative and eligibility standards,complete survey findings, maps PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 44 0 0 lq © H3.Key Issues HRG will utilize a combination of sub- 0 One of the key issues for a consultants with specific local expertise, comprehensive survey project and along with HRG senior staff who have 13 historic context statement is available completed numerous historic resources resources for the project. There is surveys for communities throughout ® almost an unlimited amount of research California. Support staff will conduct 13 that can be undertaken to truly property-specific research, create maps, understand the history and built and assist with fieldwork in order to ® environment of a city. HRG contain the time and budget required understands what it takes to complete a for completing the project. 0 well-researched and well-documented 0 project that will provide the City the Another key issue is creating consensus and understanding with policy-makers information needed maintain a local and the public about potential historic © historic resources inventory, evaluate resources in the City. Creating clear potential historic resources in the future, 0 and inform and complement City communication about the goals of the planning documents (including the project will be critical to its success.The 0 General Plan).The project will be outreach component of the project will help to ensure that policy-makers undertaken in a comprehensive manner understand what the project will 0 that focuses on the information most pertinent to the documentation and provide for the City. It will create El evaluation for the project from local evaluation of the built environment in stakeholders, to make sure that the ❑ Palm Springs. community feels part of the process. El ❑ " h shon's Palm ❑ :) v . ❑ Y � ry ❑ r J PROPOSAL -j Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 —� HISTORIC RESOURCES GROUP I 1 13 is SECTION C:WORK PROPOSAL the built environment in Palm Springs Ci.Work Plan through 1968. The historic context The work plan addresses the tasks statement will emphasize eligibility outlined in the Request for Proposals and standards and integrity thresholds, so that is further based on previous historic it will serve as a valuable planning 0 resources survey experience, along with document for the City and can help an understanding of the City of Palm inform City policy. Springs. The tasks are numbered to The historic context statement will be 131 correspond to the Fee Proposal. developed by HRG staff, along with sub- The historic context statement and consultants Alan Hess and Sian Winship 13 historic resources survey will follow who both have specific local knowledge. guidance and standards developed by the Alan and Sian, along with HRG staff 13 National Park Service and the California member John LoCascio, will help to 13 State Office of Historic Preservation. develop narrative sections of the context Guiding documents include:The with a specific focus on post-World War 11 13 Secretary of the Interior's Standards for development and the importance of Preservation Planning, Identification, Modernism in Palm Springs. HRG staff 13 Evaluation and Registration; National will provide narrative related to earlier Register Bulletin No. 24: Guidelines for periods of development.Additionally, 13 Local Surveys;National Register Bulletin HRG will develop the specific eligibility ❑ No. 15: How to Apply the National standards and integrity considerations to Criteria for Evaluation; National Register be applied in the evaluation of potential Bulletin No. 1613: How to Complete the historic resources.The eligibility standards National Register Multiple Property will be based in part on the extant Documentation; and the California Office resources that are identified during the (� of Historic Preservation's "Instruction for reconnaissance survey. Recording Resources." Research for the Context Statement will Tasks 1 and 6: Historic Context include the following tasks: Statement and Survey Report . review of previous contexts and other The historic context statement will be an studies; accumulation of existing contexts and . research of primary and secondary El historical narratives about the City, sources, including newspapers and n combined with new research and periodicals, local histories, and scholarship to provide a single, archival research; [ comprehensive document that addresses PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 n HISTORIC RESOURCES GROUP 46 IFI 0 19 ® • interviews with local architects, Julius Shulman Photo Archives ® historians, or other members of the community with expertise that could • Palm Springs Art Museum ® inform the project; E. Stuart Williams ® • research at local repositories, • University of Southern California including the Palm Springs Historical Edward H. Fickett ® Society; and • Arizona State University • review of graphic sources including Calvin Straub (Buff, Straub and Sanborn Fire Insurance Maps, historic Hensman) aerial maps, and historic photographs. • John Lautner Foundation During the research phase of the project, John Lautner Q HRG will work with City staff to obtain the relevant background materials, • Cal Poly Pomona (] previous studies, and GIS files. Donald Wexler Additionally, HRG will consult the . Hagley Museum and Archive relevant archives of architects who were Raymond Loewy © influential in the development of Palm Springs.These include: • Cal Poly State University, San Luis Obispo • University of California, Santa William F. Cody Barbara, Architecture and Design Collection, Art Design and Other Palm Springs architects of note Architecture Museum who will be researched include Richard ] Albert Frey A. Harrison,John Hollingsworth, Herman Walter S. White �-� Robson Cole Chambers Kassinger, Kendrick Bangs Kellogg, ` Gordon B Kaufmann Charles Omrod Matcham, Sr., John Porter Clark, and Hugh Kaptur. • University of California, Los Angeles The final Survey Report will include the Richard/. Neuma Quincy Jones historic context statement, describe the - survey areas, identify the research and • University of California, Berkeley survey methodology, summarize the 3 Paul R.Williams survey findings (including properties to be added to, or removed from, the City i • Getty Research Institute inventory), and provide recommendations William Krisel for further study. PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 47 11 0 20 Task 3-5: Historic Resources Survey and Once the reconnaissance survey is Update Database and Mapping complete, preliminary results will be 0 reviewed by the project team, including Informed by previous survey efforts, HRG staff and the sub-consultants. 0 historic aerials, and maps detailing Building permit research will be development of the City by decade, HRG conducted following the reconnaissance 13 will execute a reconnaissance survey. survey, in conjunction with City staff.This During the reconnaissance survey phase, collaborative approach will take HRG will: advantage of the expertise of the team, 0 • review properties and districts that and will allow for a rigorous vetting of the have been previously surveyed; identified resources. Preliminary findings 13 (in the form of a list and map) will also be 13 • identify properties (including provided to City staff for review and buildings, structures, landscapes, and discussion during this phase. HRG El other historic features) for further recommends a meeting with City staff study; following the completion of the Q • identify potential historic districts for reconnaissance survey to go through the further study; preliminary findings in detail. • determine integrity thresholds for the Following review of the preliminary 0 extant property types and periods of findings, survey professionals from HRG 11 development identified in the field; will document the eligible properties in an and Access database.The database will (� include a photograph and relevant • determine the relevant criteria and information about the property, including ❑ historic context for potentially eligible architectural features, alterations, n properties. applicable eligibility criteria, and a significance statement. (, This reconnaissance methodology ensures a thoughtful approach to resource Field data will be gathered using Tablet identification and evaluation, creates PCs, allowing surveyors to collect building consensus among the professionals on the information that is simultaneously 171 field survey teams, and produces incorporated into the database. HRG will consistent survey results. It substantially work with the City to obtain baseline ❑ information for the database to guide the streamlines the field documentation survey, including addresses and parcel process, enabling the field survey teams to numbers.The information in the database ( 7 document large numbers of properties will be used to populate the DPR 523 (] quickly and efficiently. forms for each property. � 1 PROPOSAL Palm Springs Historic Resources Survey (� and Update, Response to RFP#16-14 AQ i HISTORIC RESOURCES GROUP ( L7 21 ® In order to more efficiently complete the surveyed, surveyors take a digital building description section of the DPR photograph of each individual building, as 523A form, HRG proposes a non- well as pertinent landscape and 0 narrative building description streetscape features,which are format.These bullet-point descriptions incorporated into the DPR fors. The use Q can be completed quickly and accurately in the field, eliminating the time needed of Microsoft Access and GIS software will to draft narrative descriptions. Building enable the project team to easily and features, alterations,and character- accurately create maps that will serve as 13 defining features are identified by the important visual tools. The maps will © surveyor, creating a description that is display individual resources, contributors easily read and understood. and non-contributors to historic districts, historic district boundaries, development In order to maximize the project budget, the team proposes an approach to the chronologies,and other data relevant to DPR 523B form that will utilize a the survey area. This data can then be consistent format and standardized integrated into existing City GIS systems. significance statements developed for the Alternattve Methodology ® evaluation of properties under each relevant historic context. Each property HRG understands that the RFP for the ® that is determined as potentially eligible current survey project reflects a work plan under National, State,and/or local criteria that the City feels is manageable given ❑ will be documented with the appropriate the time and budget available for this Context and Theme, along with a brief project. However, HRG recommends the statement of significance. For unique or consideration of a slightly revised unusual properties, in-depth property- methodology for the documentation of ❑ specific research and a more detailed eligible resources. significance statement may be developed, as appropriate. This approach will allow In lieu of DPR forms for a sub-set of ❑ for the documentation of a large number eligible resources in the City, in previous of properties quickly and efficiently, and survey projects HRG has successfully El will provide planning staff with concise eliminated the use of DPR forms, and information about potentially eligible instead has documented resources solely properties to guide land use decisions. HRG recommends a review of a sample in a database. The database is then used n set of DPR forms early in the process, to to generate inventory lists of eligible ensure that City staff is satisfied with the resources that include APN,address, year (� format and level of detail. built, architect or builder, architectural style, and list of alterations, along with the l In addition to compiling written context and theme that the property is documentation for each building evaluated under, a reason statement for PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 49 Li ]] its significance, and the relevant California ❑ Historical Resources Status Codes (for National Register, California Register, and local eligibility). This method allows for the 13 documentation of a greater number of resources for the same budget, and 13 provides information on historic resources r � throughout the City (and not just a '� subset) in a format that is easily referenced by City staff and members of the public. It relies on a thoroughly ❑ developed historic context statement with ❑ detailed guidance about the evaluation of resources, their character-defining n 1 0 features, and eligibility standards. Utilizing this methodology would allow for greater clarity in the survey results, and would provide more information to the City that 0 can be used to inform future studies and Examples of Alexander homes designed by ❑ planning efforts. HRG has submitted Krisel and Palmer. surveys to the State Office of Historic ❑ Preservation in this format, and this data has been used to update the Historical ❑ Resources Inventory (HRI). ❑ El 11 11 El ❑ PROPOSAL Palm Springs Historic Resources Survey ❑ and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 50 Li C] 23 ® C.2.Procedures for City Review of Draft C.3.Public Outreach Strategy Work Products HRG recommends a combination of Coordination and collaboration with City online outreach and community meetings staff and decision-makers will be critical for effective public outreach. The survey throughout the course of the project. effort can be promoted using the City's HRG proposes frequent communication website, and a Facebook page or Twitter between the project manager and the account, as available. Additionally, these point person at the City. sources can be used to educate property © Based on the project schedule, HRG will owners, solicit input, and gather specific 0 provide administrative drafts of the recommendations from the public to help © context statement and the survey findings inform the survey effort in digital format for review and discussion HRG proposes a total of three m with City staff. It is recommended that community workshops: one during the following staff review, members of the research phase of the project, one prior to 0 Historic Site Preservation Board are the commencement of field provided with the opportunity to review documentation, and one at the mid-point 0 the draft documents.This will keep City of the project in the project to discuss © staff and Preservation Board members preliminary findings. The first meeting will apprised of preliminary findings of the introduce the project (including an ❑ survey effort and draft historic context, overview of Palm Springs history),review and provide the opportunity for the goals and strategies for the project, ❑ discussion and revision early in the solicit community input, and answer ❑ process. questions from property owners. The Review of the revised documents would second meeting will identify the ❑ important themes developed in the follow a similar internal procedure, historic context statement, and provide followed by a public presentation at the ❑ the opportunity for brainstorming Preservation Board. Once the materials El are recommended for adoption the potential information that will help inform the development of the context or the Preservation Board, the final contteo xt and survey effort. The third meeting will City Council for adoption.The survey El survey findings will be presented the review progress of the field teams to date. El should should also be presented to the State Online resources can be used throughout ❑ Office of Historic Preservation for the process to keep the public informed, approval in order to update the State and to continue to engage and ❑ Historic Resources Inventory for Palm communicate with interested Springs. stakeholders. The public outreach PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCESGROUP 5 t 0 zq component will be led by HRG staff, and 13 will target community organizations and 13 other interested stakeholders. Alan Hess and Sian Winship will participate as 13 needed, particularly in the early outreach meetings. 0 C.q.Previous Work Samples 11 Previous work samples are included in 11 Appendix C. 0 a v o is o One of the seven Wexler-designed U.S.Steel houses. ❑ ❑ ❑ PROPOSAL ❑ Palm Springs Historic Resources Survey ❑ and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 52 7 1 11 13 13 25 © SECTION D:TIMELINE AND CHRONOLOGICAL © EXPLANATION OF PROJECT SCHEDULE This section includes a graphic illustration Q of the proposed project timeline, along with a narrative describing the 13 chronological phases of the project. HRG will revise and update this schedule 13 following further consultation with City Qstaff. 0 13 F. J C3 12 ...... '- El D ME O El Twin Palms, 1947,E Stewart Williams,architect. D.1.Project Schedule MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR 1 2 3 4 5 6 7 8 9 10 11 12 Task 1: Development of Citywide Historic Context Statement Outline 50% 100% Final Draft Draft Task 2: Public Outreach Program (Workshops noted as"Mtg") Mt8 Mrs µ Task 3: Historic Resources Survey Task 3.1:Historic Resources Survey Fieldwork(Reconnaissance) Pfedat r a Task 3.2:Historic Resources Survey Field (Documentation) Prelim Final Findings Task 3.3:Historic Resources Survey Research (property and neighborhood specific research);ongoing throughout the project _ Task 3.4 Historic Resources Survey Documentation(DPR 523A forms for 400 properties;DPR 523B fomu for 50 Draft ftis Final properties/districts)and property list Task 4:Database of Surveyed Properties Final Task 5:Mapping(Research maps, Reconnaissance Survey maps,and Draft and Final Survey Findings Maps; mapping '�. Draft to be completed in conjunction with City _.Ps. Findings Fuiat staff) Task 6: Survey Report Draft Final Task 7:Internal Meeting Attendance (monthly phone calls with City staff+ 4 Kick- in-person meetings with staff off Mtg Mrg Mtg CSt Task 8: Public Meetings LHSP13 RSPB Council _ J J El L1 27 © D.2.Chronological Explanation of Survey • Kick off meeting with the City and Q Stages and Deadlines initial presentation to the Historic Site The preliminary project schedule outlines Preservation Board (for all public © the team's overall approach and identifies meetings throughout the project, 13 the significant milestones. This schedule HRG will provide presentation follows a 12-month timeline as identified materials, including written materials 0 in the Request for Proposals; a more or presentation slides, as appropriate). precise project schedule with specific . Commencement of online public ® deadlines will be developed in outreach and initial public outreach ® coordination with City staff. meeting. This phase will also include ® The schedule is organized to allow for individual outreach to local historians, internal review by the project team, along members of the local preservation 0 with review by City staff and the Historic community, and other interested Site Preservation Board at critical stakeholders who may have Q junctures.The public outreach is phased knowledge that could help inform the to allow the community to have context statement survey update. meaningful input at various stages of the Preliminary research for the Historic project,and to allow time to address • El project, Statement and the field questions from property owners. survey. Research tasks will include ❑ Months 1-3 neighborhood and property-specific ❑ The initial three months of the project research, collecting and reviewing will consist of: Sanborn maps, tract maps, historic (1 photographs and aerials, local • Review of existing City documents histories, previous surveys and ❑ and previous surveys. evaluations, and other relevant n • Customization of the database to materials. ❑ meet the specific needs of the project. Meeting(s): Kick off meeting and monthly updates with City staff; presentation to n • Production of maps to be used for the Historic Site Preservation Board in research and analysis, along with field Month 2; Initial public outreach meeting maps. Mapping will reflect historical in Month 3. periods of development, tract ( boundaries and subdivision dates, and Deliverable(s): Historic Context Outline zoning patterns. The production of in Month 3. i maps will be coordinated with City staff. I : PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 55 C7 E7 28 Months 4-6 discussion and feedback from Q This phase of the project will consist of: members of the public. Q • Continued development of the Meeting(s): Monthly phone update with 0 Historic Context Statement City staff; Public outreach meeting in Month 5; Project status meeting with City 0 • Completion of the street-by-street in Month 4; Presentation to the Historic field reconnaissance to inform the Site Preservation Board in Month 6 (mid 13 - survey update and further point of the project). development of the Historic Context Q Statement, make preliminary Deliverable(s): Preliminary reconnaissance El about properties to be survey findings (in list or map format) and documented, eligibility standards,and Draft Historic Context Statement in Q integrity thresholds. During the Month 6. 13 reconnaissance survey,previous Months 7-9 survey results will be reviewed, and Q additional resources (individual and During this phase of the project the districts) will be flagged for project team will Q documentation. . Identify the relevant contexts and • Property and neighborhood-specific themes for the properties flagged as 13 research for resources flagged for potentially eligible during the Q further study during the reconnaissance survey, and develop reconnaissance survey. standardized significance statements El for use in the field. • Prepare the Draft Historic Context Statement (SOMo Draft). • Complete the field documentation. Following the completion of a Draft Q • Compilation of a property list of Historic Context Statement (which Q potentially eligible properties based will include contexts, themes, and on research, field reconnaissance, and eligibility standards that will inform Q internal review. the survey), and review of the reconnaissance survey by the team [] • Second of three public outreach and the City, the team will complete meetings. At this meeting, the team the field documentation. In order to will present results of the research complete the field documentation efforts for the context statement, and efficiently and to maximize the the preliminary contexts and themes budget, field teams will consist of that have been identified, for PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 56 �� ag ® senior and support staff with • Completion of field documentation ® oversight by the Project Manager. and ongoing production of DPR forms. • HRG recommends the preparation of a set of sample DPR forms during this • Draft Survey Findings Map and draft 0 phase of the project for review by the Survey Report (including the 100% ® City. draft of the Historic Context Statement) for comment and review • Following the completion of the by City staff, The Survey Report will 0 fieldwork and revisions to the context describe the survey areas, identify statement, the third public outreach the research and survey meeting will be held. This meeting methodology, summarize the survey Q will focus on preliminary findings and findings (including properties to be solicit continued input from the added to, or removed from,the City 13 public. inventory), and provide Q Meeting(s): Monthly phone update with recommendations for further study. ® City staff; Public outreach meeting in Finalize all documentation and the Month 8; Project status meeting with City • necessary DPR forms for surveyed 0 staff in Month 9 to review survey findings properties based on feedback from following completion of field City staff. documentation. Although a Month 9 meeting is slightly off of the quarterly • Conduct the final project review ❑ schedule, HRG recommends meeting at meeting with City staff. this point in order to be able to conduct ❑ an in-depth review of survey findings with • Based on feedback from City staff ❑ City staff at this juncture. prepare the Final Draft of the Survey Report for presentation to the Q Deliverable(s): Revised Historic Context Historic Site Preservation Board and Statement and preliminary survey findings the City Council. in Month 9; 25 Draft DPR forms in Month 9. Meetings: Monthly phone update with ❑ City staff, Project update meeting with Months 10-12 City staff in Month 10; Presentation to El This phase of the project will consist of: Historic Site Preservation Board in Month 1 1; Presentation to City Council in • Follow-up field work based on input Month 12. from City staff and the public. Deliverable(s): ]00% Draft Historic Context Statement in Month 10; Draft f ] PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 —� HISTORIC RESOURCES GROUP 57 t J U 1i 30 Survey Map in Month 10; Final Survey or revise methodology or findings 13 Report, Survey Map, DPR Forms,and accordingly. 0 Database in Month 12 (following final In order to have the final survey update recommendations by City staff,the and Historic Context Statement ready for Historic Site Preservation Board, and the presentation to the City Council in month City Council). 12, there are several junctures in the D.3.Schedule Issues and Necessary Unes latter months of the project that involve of communication review of materials and update meetings with City staff in successive months. HRG 13 HRG has structured the project schedule understands the need for flexibility in the to allow for City review at critical schedule in the event that additional time junctures in the process.This schedule is needed for review or discussion. The allows the team to meet certain most important consideration for this 0 benchmarks and discuss preliminary project is creating a product that meets research and survey findings with City the City s needs for the evaluation of staff,the public, and the Historic Site historic resources in Palm Springs. Preservation Board before completing subsequent phases of the project. 0 This sequencing allows the team and the City to be on the same page throughout the process,provides the opportunity for ❑ feedback and discussion and hopefully ensures that the City is comfortable with ❑ the way the context and the fieldwork are progressing.This includes discussion of ❑ identified themes in the context, and the quantity and quality of resources that are ❑ being identified as potentially eligible for A restored"butterfly"-roofed Alexander in Las designation at the federal, state, and local Palmas,designed by Krisel and Palmer. ❑ levels. Ongoing communication between the Project Manager and the City staff ❑ throughout the process will be important in order to keep the schedule and the ❑ project on track. Discussion of issues raised either by the public during ❑ outreach meetings, or by members of the ❑ Historic Site Preservation Board throughout the process will allow the ❑ team the opportunity to review and respond to any concerns, and to update ❑ ❑ PROPOSAL ❑ Palm Springs Historic Resources Survey ❑ and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 58 Li C] 31 Ll SUMMARY HRG is grateful for the opportunity to ® Historic Resources Group has put submit this proposal and looks forward to together a team that has great enthusiasm contributing to this important project. for the opportunity to work in a special This exceptional team brings to the ® and unique place like Palm Springs. The survey a high level of commitment and team combines members of HRG's senior expertise. It will successfully deliver ® staff who have unmatched experience in accurate and complete work products the development of historic contexts and within budget and on schedule. At the Q field surveys, and sub-consultants who conclusion of the project, Palm Springs ® have expert local knowledge. will have a comprehensive survey document that will provide a clear Survey work has been a large part of 13 understanding of the City s built HRG's practice for 25 years. We environment. understand the importance of surveys and 11 contexts in local planning efforts. Our For additional information, or if you are a team will work collaboratively with City interested in scheduling an interview, staff and the local community, and we please contact: understand the need for flexibility as the Bryan Fahrbach © project progresses. HRG Marketing&Administrative Manager 626-793-2400 x 115 bryan@historicla.com © f 0 D Kaufmann Desert House, 1946,Richard Neutra architect. PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 r -7 HISTORIC RESOURCES GROUP u Ll Ll ❑ APPENDIX A:ATTACHMENT A AND B FORMS 13 Im 13 CJ n 0 0 II n r f PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 MSTORIC RESOURCES GROUP 60 L7 - 0 0 ATTACHMENT "A" "THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR TECHNICALNVORK PROPOSAL (Envelope#1)' REQUESTS FOR PROPOSALS(RFP)#16-14 HISTORIC RESOURCES SURVEY AND UPDATE 13 NAME OF COMPA Y(P OPOS R): SIGNATURE AUTHORIZATION LLL 13 BUSINESS ADDRESS: S. 0 TELEPHONE: : - CELL PHONE F - CONTACT PERSON EMAIL ADDRESS © A. I hereby certify that I have the authority to submit this Proposal to the City of Palm Springs for the Q 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. ec� ® Aidre, 13 Y PRINTED NAME AND TITLE SIGNATURFeAND DATEr 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 melmy company as: ❑ _An individual; A partnership, Partners' names: ✓A company; ❑ _A corporation If a corporation, organized in the state of: ❑ 2. My tax identification number is: S``(2y N s S S CHECK IF THE FOLLOWING STATEMENT APPLIES: _ My firm/company is a Local Business(Licensed within the jurisdiction of the Coachella Valley). Cony of [ _] current business license from a iurisdiedon within the Coachella Valley Is required to be attached to this document in order to request the Local Preference, 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: J Addendum(s) islare hereby acknowledged. Page 14 of 28 - 61 L3 13 0 ATTACHMENT"B" Is *THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR TECHNICAL/WORK PROPOSAL ® (Envelope #1)' ® NON-COLLUSION AFFIDAVIT TO BE EXECUTED BY PROPOSER AND SUBMITTED WITH PROPOSAL M ® STATE OF CALIFORNIA) as Im COUNTY OF RIVERSIDE) The and igned, being first duly sworn, de and/says that he or she is At (12 I ( G� - r i5'-kc X esc-xCeS 6rouPR LLC- of ❑ the psrty;making the foregoing'Proposal. That the Proposal is not made in the interests of, or on the n behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the n 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, n 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 dep ository, or any other member or agent thereof to effectuate a collusive or sham Proposal. I 62 0 ® B : III ® ('C•(.0 4'M J` Tale: m IM 13 Subscribed and swom to before me this-----jlav of ----- _ 2014. S%te of Caiifomla, County of Los Angeles 13 Subscrbed an Swum (or Before me on __day of zQ 1� by dc El to be who de Proved b rile On t1Te b NEVINE F.AYAD of aaES evidenos ` comm.#1992288 ti NWaryPublk-C�Worn� ra LOS ANGELES COUHIY ab ❑ Comm.Exp.Oct 24,20% Signature of Notary Publ El - � 63 O ❑ APPENDIX B:PROFESSIONAL STAFF RESUMES 0 1 13 13 13 ❑ L 1 f PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 f -? HISTORIC RESOURCES GROUP 64 i Q 13 CHRISTINE LAZZARETTO WORK EXPERIENCE 2003-2005 Program Director ® HISTORIC RESOURCES GROUP Conceived, organized and implemented all ® of the organization's highly successful June 2012 — Present educational tours and programs; 0 Principal responsible for historic research on all featured properties, including thorough 13 October 2010—June 2012 reviews of local archives, city permit © SeniorArchitectutWHistorian centers, and Sanbom maps; produced written architectural descriptions and 0 October 2005 — October 2010 detailed histories for use by docents and in Atchitectuta/Historian all printed materials and press releases, and ID provided architectural photography for Responsibilities include historical research, publications; effectively trained docents 0 construction monitoring, survey work, and volunteers on architectural styles, preparation of historic structure reports movements, and the history of Pasadena. E3 (HSR), database administration, tax credits EDUCATION © and architectural photography. Research and write nominations for local landmark 2006 Masters Degree, Historic ❑ designation and to the National Register of Preservation, University of Historic Places. Prepare California Mills Act Southern California, Los Angeles, applications, and federal historic CA rehabilitation tax credit submittals. ❑ 1993 Bachelor of Arts Degree with High Selected projects include: SurveyLA, City Distinction, Art History, The ❑ of Pasadena Context Report: Resources of Pennsylvania State University, State the Recent Past, City of Long Beach College, PA, Phi Beta Kappa ❑ Historic Preservation Element, City of Santa Clarita Historic Resources Survey HONORS AND PROFESSIONAL AFFILIATIONS: ❑ Update, Columbia Square, Fuller Seminary National Register Nomination. CALIFORNIA PRESERVATON ❑ FOUNDATION PASADENA HERITAGE • Preservation Design Award: ❑ Pasadena, California Pasadena Historic Context Report- Resources of the Recent Pasx 2008 [ � 2005- 2008 Preservation Director LOS ANGELES CONSERVANCY, Responsibilities included administering the Member [ ] Preservation Easement Program, including project reviews and annual inspections; NATIONAL TRUST FOR HISTORIC j assisting with advocacy efforts, including PRESERVATION, Member _ reviewing and commenting on proposed[ SOCIETY OF ARCHITECTURAL projects affecting historic buildings and neighborhoods; attending local hearings HISTORIANS, Member and advising neighborhood groups on -[ preservation issues. HISTORIC RESOURCES GROUP 12 S.Fair Oaks Avenue,Suite 200,Pasadena,CA 9uo5-i9i5 - Telephone 626 793 2400,Facsimile 626 793 2401 w .historicla.mm 1 l 0 0 13 PAUL D.TRAVIS 13 WORK EXPERIENCE include gathering and analysis of ridership 11 data and adjacent development activity. HISTORIC RESOURCES GROUP and field observation of conditions January 2013-Present surrounding transit stops. 13 Principal EDUCATION June 2009-December 2012 13 Senior Preservation Planner Master of Arts in Urban Planning, University of California, Los Angeles, 2006 13 June 2007-June 2009 ❑ Preservation Planner Bachelor of Fine Arts, Printmaking, San Jose State University, San Jose, 1985 June 2006 — May 2007 COMMUNITY AND VOLUNTEER ACTIVITIES Associate Preservation Planner ❑ PARK AVENUE DISTRICT ADVISORY ❑ January 2005 —May 2006 COMMITTEE Intern Emeryville, CA ❑ Projects at HRG include: NBC Universal Committee to develop a Specific Plan for El Evolution Plan, Fresno Fulton Corridor and the Park Avenue Historic District directing Downtown Neighborhoods Community the development and revitalization of an (] and Specific Plans, Association of Motion historic industrial area. Picture Arts & Sciences Museum Planning, (] Downey NASA Master Planning, Santa BAY AREA GREENBELT ALLIANCE Barbara Botanic Garden Cultural Urban Development Educational Outreach ❑ Landscape Analysis, Oakridge Cultural Landscape Report, Mount St. Mary's Organized and helped conduct community El College Historic Analysis, Occidental educational seminars on how urban infill College Historic Analysis, Santa Anita Park and revitalization can accommodate ❑ National Register Nomination, Uptown growth and preserve natural open space. ❑ Whittier Specific Plan (Cultural Resources section), City of Ventura Downtown PROFESSIONALAFFILIATIONS ❑ Specific Plan Historic Resources Assessment, Port of Los Angeles Master AMERICAN PLANNING ASSOCIATION, ❑ Plan. LOS ANGELES CHAPTER, Member LEWIS CENTER FOR REGIONAL NATIONAL TRUST FOR HISTORIC POLICY STUDIES PRESERVATION, Member University of California, Los Angeles December 2005 — June 2006 URBAN LAND INSTITUTE, Member �) Research Assistant Academic research for study of transit- n oriented development along the Pasadena Gold Line light rail system. Responsibilities n HISTORIC RESOURCES GROUP f 12 S.Far Oaks Avenue,Suite 200,Pasadena,CA 91105-1915 I Telephone 626 793 2400,Facsimile 626 793 2401 66 w .historicla.com 1 1 13 0 13 0 KARI MICHELE FOWLER ® WORKEXPERIENCE photography; presented the proposal to HISTORIC RESOURCES GROUP government officials, non-profit organizations, and the community. 0 June 2006 — present 13 Senior Preservation Planner EDUCATION 1 June 2003 —June 2006 2002 Master of Arts in Urban Planning; Preservation Planner University of California, Los ® Angeles. June 2002 —June 2003 ® Associate Preservation Planner 1996 Bachelor of Arts in English, concentration American Literature Is January 2001 —May 2002 and History; Magna cum Laude ® Intem Latin Honors, University of California, Los Angeles. 12 Selected projects include: SurveyLA Community Plan Area Surveys — HONORS AND PROFESSIONAL AFFILIATIONS: ® Hollywood, San Pedro, Palms-Mar Vista- Del Rey, Cahuenga Pass-Toluca Lake- AMERICAN PLANNING ASSOCIATION, 13 Studio City-Sherman Oaks, Brentwood- Member Pacific Palisades; SurveyLA Multi-Family a Award: Pasadena Historic Context ❑ Residential Historic Context Statement; Report:Resources of the Recent Past, City of Pasadena Resources of the Recent 2009 ❑ Past Historic Context Statement; City of a Outstanding Student Award, 2002 Temple City Historic Resources Survey and LOS ANGELES CONSERVANCY, {� Historic Context Statement; City of San Member Diego North Park Historic Resources . Award: Hollywood Bungalow Courts Survey Update; City of Ventura Historic Rehabilitation Tax Credit, 2010 El Clemente Survey Update; City of San Clemente Historic Resources Survey CALIFORNIA PRESERVATON ❑ Update; City of Lompoc Historic FOUNDATION, Member Resources Survey; Eames House National a Award: Hollywood Bungalow Courts ❑ Historic Landmark Nomination. Rehabilitation Tax Credit, 2010 a Award: Pasadena Historic Context ❑ URBAN AND ENVIRONMENTAL Report:Resources of the Recent Part POLICY INSTITUTE 2008 ❑ OCCIDENTAL COLLEGE NATIONAL TRUST FOR HISTORIC September 2001 — June 2002 PRESERVATION, Member ❑ Project Coordinator/Researcher a Local Emerging Leaders Prepared a proposal for"ArroyoWalk," a Scholarship, 2000 - cultural pedestrian route through the Arroyo Seco; drafted a plan for the DOCOMOMO, Member development, design, and implementation of the project; conducted original research including interviews, field surveys, and HISTORIC RESOURCES GROUP to S.Fair Oaks Avenue,Suite zoo,Pasadena,CA 9no5agg -- Telephone 626 793 zgoo,Facsimile 626 793 zqui 67 1 avww.historicla.mm D L] JOHN LOCASClO secure governmental approval and permits. 0 Assisted clients in obtaining and reviewing WORK EXPERIENCE bids for construction contract. Represented 0 HISTORIC RESOURCES GROUP client during Construction phase. July 2011 — present SUAREZ ARCHITECTS 13 Senior Architect Pasadena, CA 0 1993-1996 Works on federal historic tax credit Project Architect certifications and preservation architecture projects under the supervision of the BARASCH ARCHITECTS &ASSOCIATES 0 Director of Architecture and the Founding Pasadena, CA Principal. Projects include CBS Columbia 1988-1992 Square, Grand Central Terminal, Hotel Project Manager Constance, Los Angeles Forum, University of Southern California, 28d' Street YMCA and EDUCATION Leuzinger High School. 2012 Master of Historic Preservation, CLAREMONT HERITAGE University of Southern California 13 Claremont, CA (expected) 2010—July 2011 Executive Director 1987 Bachelor of Architecture, University of Southem California Responsible for overall administration of ❑ non-profit preservation advocacy LICENSE: organization. Advise volunteer Board of California Licensed Architect#C24223, ❑ Directors on preservation-related issues and 1993 policy. Review environmental documents. ❑ Research and prepare written policy PROFESSIONAL AFFILIATIONS AND COMMUNITY statements. Advise City of Claremont on ACTIVITIES: planning and design issues pertaining to historic resources. Oversee preservation GLENDALE HISTORICAL SOCIETY, 0 advocacy, finances, membership and President, 2008— 2011 community outreach. Vice President, 2006 — 2008 13 Secretary, 2005 — 2006 El PAUL LoCASCIO ARCHITECT Preservation Advocacy Chairperson, Glendale, CA 2003 - 2008 ❑ 1996 —2010 Sole Proprietor Accomplishments: ❑ Self-employed specialist in custom residential • Successfully lobbied for passage of ❑ projects. Consulted with clients to identify adopted historic district ordinance program requirements and develop • Served on city Advisory Group for ❑ preliminary budget estimates. Generated site formulation of award-winning and code analyses. Created unique Historic District Design Guidelines architectural design solutions in response to • Successfully advocated for client requirements and project context. establishment of city's first three Processed applications and submittals to historic district overlay zones HISTORIC RESOURCES GROUP 12 S.Fair Oaks Avenue,Suite Zoo,Pasadena,CA 91105a915 O Telephone 6267932400,Facsimile 6267932401 O w .historicla.cotn nl 13 0 HEATHERGOERS cataloguing of archival ® collections after transfer of WORK EXPERIENCE operational stewardship to 0 LACMA HISTORIC RESOURCES GROUP 0 January 2013 - Present ENNIS HOUSE FOUNDATION Architectural Historian Los Angeles, CA Intern Selected projects at HRG include September 2009 — July 2011 ❑ Surveyl-A, San Luis Obispo Citywide Historic Context .Reviewed and organized © Statement and the Riverside extensive archival material Citywide Modernism Survey. and evaluated historic ❑ significance of individual HISTORIAN AND HISTORIC documents. Created PRESERVATION CONSULTANT portfolio of selected Los Angeles, CA documentation for new January 2012 - January 2013 owner. • Provided technical assistance EDUCATION and direction to property owners and collectors 2012 Master of Historic Preservation; ❑ • Researched and wrote University of Southern historic contexts, local California ❑ landmark and National 2000 BA, Humanities; University of Register nominations Chicago ❑ • Researched history of properties and analyzed PROFESSIONAL MEMBERSHIPS& ❑ historic significance INVOLVEMENT ❑ LOS ANGELES COUNTY LOS ANGELES CONSERVANCY MUSEUM OF ART Member and Volunteer ❑ Los Angeles, CA Watts Towers Conservation Intern NATIONAL TRUST FOR HISTORIC ❑ August 201 1- December 2011 PRESERVATION Member ❑ • Researched and wrote historic contexts SOCIETY OF ARCHITECTURAL f • Created web content HISTORIANS, SOUTHERN featuring properties with CALIFORNIA CHAPTER conservation easements Member and Volunteer f7 LOS ANGELES CONSERVANCY f Los Angeles, CA Advocacy Intern i January 201 1- September 2011 f • Created organizational guidelines and oversaw HISTORIC RESOURCES GROUP -� 12 S.Fair Oaks Avenue,Suite Zoo,Pasadena,CA 9=5-a935 Telephone 626 793 2400,Facsimile 626 793 2401 w .historicla.com L7 u 0 a ROBBY ARANGUREN EDUCATION WORK EXPERIENCE 2009 Bachelor of Arts, Architecture, HISTORIC RESOURCES GROUP Urban Planning and Business; July 2010-Present University of Texas, Arlington 0 Planning Associate ORGANIZATIONS - 13 Selected projects at HRG include SurveyLA, SurveyLA Year Two Public FILIPINO STUDENT ASSOCIATION, Participation, Fresno Downtown and University of Texas-Arlington 11 Corridors Specific Plan, Riverside 2008-2009 Student Advisor Q Modernism Survey, Tax Credits for the 2007-2008 President Wallis Annenberg Center for the 2006-2007 Vice President El Arts and Lincoln Place 2005-2006 Sports Coordinator Apartments, and paint analysis for the Glendale Central Air Terminal and 2005-2009 PINOY LEAGUE OF (� CBS Columbia Square. TEXAS Competitive Southeast Asian CITY OF LOS ANGELES OFFICE OF Basketball League in Dallas, Texas HISTORIC RESOURCES, ❑ DEPARTMENT OF PLANNING 2008-2009 BISHOP LYNCH HIGH Los Angeles, CA SCHOOL, Dallas Texas (] July 2009-July 2010 Assistant Volunteer Freshman Intern Basketball Coach El • Prepared Staff Reports for SKILLS (� Historic Cultural Monument Applications FiGSS GIS Survey System n • Prepared E-newsletter for the Microsoft Office Suite Office Adobe Photoshop C53 • Assisted in the development of Google SketchUp the Mills Act 2010 Online ArcMap 9.3 Application and Guide El • Acting secretary at Cultural Heritage Commission Meetings • Conducted Building Permit Research Niketown Los Angeles Los Angeles, CA }7 Sales Associate O HISTORIC RESOURCES GROUP 12 S.Fair Oaks Avenue,Suite 200,Pasadena,CA 9no5-19i5 Telephone 626 793 2400,Facsimile 626 793 2401 w .historiclaxom 70 1 0 0 RESUME OFALAN HESS,ARCHITECT ® 4991 Corkwood Lane, Irvine, CA 92612 949/551 5343 www.alanhess.net alan@alanhess.net C3 WORK 1981- Alan Hess,Architect 1986- Architecture critic, San Jose Mercury-News 0 EDUCATION 1975-78 M.Arch. 1, School of Architecture and Urban Planning, 0 University of California, Los Angeles ® 1970-74 B.A., Principia College, Elsah, IL ® DESIGN Jamm's Coffee Shop, Petersen Automotive Museum, Los Angeles County Museum of Natural History; principal contributor to interpretive exhibits Q Gordon Onslow-Ford guesthouse, Marin County, CA TEACHING 1989-91 Instructor, University of California, Los Angeles 1986-90 Lecturer, Southern California Institute of Architecture 0 PRESERVATION Design Guidelines, Heatherstone Community, Mountain View, CA Honor Award 1997, National Trust for Historic Preservation © President's Award, California Preservation Foundation Qualified for National Register of Historic Places: ❑ Bullock's Pasadena (Wurdeman and Becket 1947), Pasadena CA McDonald's Drive-In (Stanley C. Meston 1953), Downey, CA ❑ Valley Ho Hotel (Edward Varney, 1957), Scottsdale, AZ Stuart Pharmaceutical Factory (Edward Durell Stone 1958), Pasadena, CA FI Expert testimony on behalf of landmark designations for Century Plaza Hotel, ❑ Los Angeles (Minoru Yamasaki, 1966); Bob's Big Boy, Burbank (Wayne McAllister, 1949); Wichstand, Los Angeles (Armet and Davis, 1957), Columbia ❑ Savings, Los Angeles (1964), Stanford Hospital (Edward Durell Stone, 1959), National Theater, Westwood (1969) and other mid-century modern structures FELLOWSHIPS Fellow, National Arts Journalism Program, School of Journalism, ❑ Columbia University, 1997-98 ❑ GRANTS Graham Foundation for Advanced Studies in the Fine Arts, research on Brazilian landscape architect Roberto Burle Manx, 1990 AWARDS Docomomo US Survey Award of Excellence: Curating the City: Modern Architecture in L.A. Website (with Los Angeles Conservancy) LICENSE Licensed architect, California #C 15747 SELECTED PUBLICATIONS BOOKS: Frank Lloyd Wright:Natural Design, Organic Architecture Rizzoli International, New York, 2012 Casa Modernists: A History of the Brazil Modern House Rizzoli International, New York 2010 Oscar Niemeyer Buildings Rizzoli International, New York 2009 Frank Lloyd Wright: The Buildings Rizzoli International, New York 2008 71 U Lj Julius Shulman: Palm Springs Rizzoli International, New York 2008 13 Forgotten Modern: California Houses 1940-1970 Gibbs Smith Publisher, Layton, UT 2007 Frank Lloyd Wright: Mid-Century Modern, Rizzoli International, New York 2007 0 Organic Architecture: The Other Modernism Gibbs Smith Publisher, Layton, UT 2007 13 Frank Lloyd Wright: Prairie Houses, Rizzoli International, New York 2006 Oscar Niemeyer Houses, Rizzoli International, New York 2006 0 Frank Lloyd Wright: The Houses, Rizzoli International, New York 2005 The Ranch House, Harry Abrams, Inc., New York 2005 0 Googie Redux: Ultramodern Roadside Architecture, Chronicle Books, San Francisco 2004 Palm Springs Weekend: the Architecture and Design of a Midcentury Oasis, Chronicle 0 Books, San Francisco 2000 Rancho Deluxe: Rustic Dreams and Real Western Living, Chronicle Books, San Francisco 2000 0 The Architecture of John Lautner, Rizzoli International, New York 1999 Hyperwest: American Residential Architecture on the Edge, Thames & Hudson, London 11 1996 Viva Las Vegas, Chronicle Books, San Francisco, CA 1993 0 The Car and the City, "Styling the Strip," chap. 13, University of Michigan Press, Ann Arbor, MI 1991 0 Googie: Fifties Coffee Shop Architecture, Chronicle Books, San Francisco, CA 1986 E3 MAGAZINES, JOURNALS, NEWSPAPERS AND WEBSITES: 11 "Big Man on Campus:Alan Hess on Modernist Maverick, a new exhibition at the Nevada Museum of Art exploring the architecture of William Pereira," Architect's Newspaper, El Sept. 26, 2013 "Connecting the Dots:Alan Hess on Pacific Standard Time Presents: Modern Architecture in ❑ L.A.," Architect's Newspaper, Sept. 6, 2013 ❑ "The Beauty of Authenticity: Dana Point Harbor," Orange Coast Magazine,Aug., 2013 "Wide Angle Lens: Alan Hess on the Getty's new exhibition, Overdrive: LA Constructs the ❑ Future 1940-1990, " Architect's Newspaper, June 21, 2013 "Everyday Modernisms: Diversity, Creativity, and Ideas in L.A.Architecture, 1940-1990" ❑ Los Angeles Conservancy, "Curating the City" website, June 2013 "Schindler Goes Hollywood," Los Angeles Review of Books, May 26, 2012 ❑ "New Apple Campus," San Jose Mercury News, Sept. 2011 "John Lautner and Los Angeles," Los Angeles Times, July 23, 2011 ❑ "Coming to Terms with the Sixties," National Trust Forum Journal, Summer 2010 vol 24 no 4 "Colorful Landmarks: how color shaped public space in 1950s suburbia," New Geographies, f7 Harvard Graduate School of Design, Oct 2010 "The Suburbs and the Ranch House," California College of the Arts ] Architecture Studio Series, 2005 "The Place of Histories," Architecture California, 04:1, 2003 "Steven Ehrlich house, Pacific Palisades," Metropolitan Home, Dec. 2005 �] "Montalvo Artists'Village," Architectural Digest, June 2005 "Cliff May's Romantic Mandalay," Architectural Digest, May 2005 "Meeting the Horizon in California, Roscoe House by HelenaArahuete," Architectural Digest, Jan. 2005 "Historic Architecture: Oscar Niemeyer,"Architectural Digest, May 2003 "The Place of Histories," Architecture California, 04:1, 2003 (1 "San Jose:A Downtown in the Making," Places, vol. 15, no. 2 72 0 0 sian winshi Q 2146 Westridge Road Los Angeles,,California 90049 13 phone:31o.56o.6436 email:sianwinship@gmail.com 13 EDUCATION 13 • Masters of Historic Preservation(MHP),University of Southern California,November eon, Tau Sigma Delta. 0 • Bachelor of Science,Business Administration,1984,University of Southern California 0 PROFESSIONAL HISTORY 0 Architectural Historian,Independent Consultant 0 Researched,wrote nomination and presented materials for successful Historic Cultural Monument(HCM)nomination for 1514 Forrest Knoll Drive,Los Angeles—a residence by 0 Richard L. Dorman,FAIR.Ongoing work for research,historic context writing and Q fieldwork. 0 Sr.Advisor/Research,Hershey Cause Communications,January 20i2-January 2014 ❑ Design and conduct primary and secondary research for foundations and nonprofit organizations including LA Universal Preschool(LAUP),California Community ❑ Foundation,The Learning Center for the Deaf and Youth Policy Institute. ❑ • Architectural Historian,Architectural Resources Group,July 2oio-November 2010 and June- August zrom ❑ Fieldwork,background research,photography,and writing for SurveyLA Group I for over 33.00o parcels in the West Adams,Crenshaw,Hyde Park,and Baldwin Hills areas. El potential of Post-War Suburban Development known as Baldwin Hills Estates and a potential district of Mid-Century Modern multi-family residential properties. Research for n Group IV and drafting of narratives for historic districts for Corbin Palms and Eastwood Estates. ❑ Vice President of Research and Strategic Planning,Laufer Green Isaac 1998-2009 ❑ Developed initiative strategies with foundation leadership in community economic development, [] workforce development,vulnerable populations,family strengthening,education,addiction prevention and treatment,media policy reform,and corporate-community partnerships.Clients included the Robert Wood Johnson Foundation,the Ford Foundation,Annie E.Casey Foundation,and John D.and Catherine T.MacArthur Foundation.Activities included design, J implementation and analysis of original research projects(e.g.,focus groups,surveys);grantee assessments;grantee capacity building;technical assistance support and training. -1 President,Society of Architectural Historians/Southem California Chapter(SAH/SCC) 200?-present 73 U Q 13 • Member,Organizing Committee and Tour Committee,Docomomo SoCal,2or3-present 13 • Vice President,Society of Architectural Historians/Southern California Chapter 13 (SAH/SCC)2005-2007 13 • Executive Board Member,Society of Architectural Historians/Southem California Chapter (SAH/SCC)i996-2oo5 13 • Member,California Preservation Foundation ion Conference Steering Committee 13 ARCHITECTURAL TOURS AND EXHIBITIONS a • Curator/Organizer SAH/SCC's Greta Grossman Magnusson(January 2oi3): Exhibit walkthrough 13 and tour of residences by architect and industrial Designer Greta Grossman in conjunction with Pasadena Museum of California Art and the Arkitekturmuseet in Stockholm,Sweden. • Curator/Organizer SAH/SCC's RayKappe:Apotheosis(May 2oi2):A tour of the early residential 13 works of architect and educator Ray Kappe in the Royal Woods subdivision in the Sherman Oaks. C3 • Curator/Organizer CPFs Santa Monica:Cradle ofModernism tour(May 2oir):A place-based look 13 at the development of modem architecture in Southern California using Santa Monica as a source of creative professionals turned modern architecture patrons,the heart of the Case Study House Program,and the location of post-war infill housing and highdenshy residential towers. 13 • Curator/Organizer SAH/SCC's Masters ofModernism(September 2oog):A travel tour to three residences by Frank Lloyd Wright and Richard Neutra in Bakersfield,California. 1-3 • Curator/Organizer SAH/SCC's Outofthe Shadow(September 2oa7):A lecture and three-day travel n tour to Phoenix,Arizona exploring local modern architecture after the death of Frank Lloyd Wright ❑ • Curator/Organizer SAH/SCC's Space and Learning(September zoos):A lecture and tour exploring the relationship between architecture and early childhood development from Neutras UES Elementary School to five contemporary schools from the LAUSD bond measure(e.g.,Morphosis, Daly/Genik,Arquitectonica,etc.) El • Co-Curator/Organizer SAH/SCCs Bepnd the Bauhaus. The L,-,gacy of Walter Gropius and Modern Boston(October 2oo3):A three-day travel tour and speakers series exploring the influence of Gropius'appointment to the H arvard GSD and the work of his pupils • Curator/Organizer SAH/SCC's Building on Tradition:Lutah Maria Riggs(August 2003):A tour of ❑ the Santa Barbara-based work of the architect • Curator/Organizer SAH/SCC's Soriano:Man ofSteel(May 2oo3):A residential home tour and ❑ lecture of the Los Angeles work of Raphael Soriano • Co-Curator/Organizer of SAH/SCC's On Parallel Lines:The Sarasota Modem Movementand the Case Study Program(February 2oor):A three-day travel tour and symposium to Sarasota,Florida n n 74 �l n 13 ® APPENDIX C:WORK SAMPLES 13 Work samples include: ® • S sample DPR forms produced by HRG for survey projects in Fresno and Riverside. ® • City of Paso Rob/es Historic Resources Survey report (on CD). 0 0 13 13 El El El El I ❑ PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP#16-14 HISTORIC RESOURCES GROUP 75 LJ u State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# U PRIMARY RECORD Trinomial NRHP Status Code 3CS,5S3 Other Listings Review Code Reviewer Date Page I of 4 'Resource Name or#: De Anza Theater(former) P1. Other Identifier: ® *132. Location: ❑ Not for Publication ■ Unrestricted *a.County:Riverside and (P2b and Plc or P2d. Attach a Location Map as necessary.) © 'b. USGS 7.6'Quad:Riverside West Date:May 17,2012 c. Address:4225 Market Street City: Riverside ZIp:92501 Q e. Other Locational Data: APN 215-261-004-1 'P38. Description: (Describe resource and its major elements. Include design,materials,condition,alterations,size,setting,and boundaries) This property is located on the southwest comer of the intersection of Market Street and 12'h Street and contains a two-story commercial E] building originally constructed in 1939 as the De A=Theater. The building is flush with the sidewalk on the east,set back from the sidewalk with narrow planters on the north,and flanked on the west and south by surface parking lots. It is Streamline Modeme in style with a © rectangular plan and flat roof. The walls are clad in smooth stucco. The central two-story mass of the theater auditorium is flanked to either side by continuous one-story volumes with flat roofs. The principal(east)facade is asymmetrical and terminates in a curved corner at the northeast and a projecting semicircular bay at the southeast comer with plaster pilasters and a crenellated parapet. The facade is dominated by a Qdecorative neon blade sign spelling DE ANZA supported on a stepped triangular tower with a fluted concave face. The primary entrance is located in the middle of the principal(east)facade and consists of a wide,deep recess lined with display cases,under a projecting two-sided marquee. Flanking the entrance are projecting storefronts of continuous metal-framed plate glass with plaster bulkheads and parapets that follow the curve of the facade above. The parapets are topped with decorative fluted urns. Storefront entrances are recessed and consist of single,fully glazed metal doors. Fenestration consists of rectangular aluminum sliding windows. The second-floor windows to the north of the marquee on the principal(east)facade are screened by continuous bands of fixed horizontal fins that wrap the northeast comer of the building. 0 'P3b. Resource Attributes: HP10—Theater ❑ 'P4. Resources Present: ■Building OStructure OObject OSite ODistrict ❑Element of District ❑Other(Isolates,etc.) P5a Photo or Drawing (Photo required for buildings structures,and objects. P5b. Description of Photo: (View, ❑ date,accession#)View looking ❑ Northwest(March 2013) it a t 'P6. Date Constructed/Age and Sources:EHistodc ❑Prehistoric ❑Both El :a.,., 1939,building permit *P7. Owner and Address: ------------- ❑ *P8. Recorded by: Historic Resources Group 12 S Fair Oaks Ave,Ste 200 k Pasadena,CA 91105 *P9. Date Recorded: March 20,2013 —.y.y y 'P10. Survey Type: Intensive 'P11. Report Citation: (Cite survey report and other sources,or enter"none.") Christopher A.Joseph&Associates,City ojRiverside: Modernism Context Statement,November 2009. Historic Resources Group,Citywide Modernism Intensive Survey,September 2013. _ 'Attachments: ❑NONE [ Location Map OSketch Map EContinuation Sheet ■Building, Structure, and Object Record OArchaeological Record ❑District Record ❑Linear Feature Record OMilling Station Record ❑Rock Art Record OArtifact Record ❑Photograph Record ❑Other(List): 7 c DPR 523A(1196) *Required information I v State of California—The Resources Agency Primary# 13DEPARTMENT OF PARKS AND RECREATION HRI# BUILDING, STRUCTURE, AND OBJECT RECORD 13 Page 2 of 4 *NRHP Status Code 3CS,5S3 *Resource Name or#De Anza Theater(former) 13 B1. Historic Name: De Anza Theater B2. Common Name: Clark's Nutritional Center 13 B3. Original Use: Commercial/theater B4. Present Use:Commercial/retail *B5. Architectural Style: Streamline Modeme *B6. Construction History: (Construction date,alterations,and date of alterations) The building was completed in 1939.Marquee refaced in 1957.The interior was substantially altered in 1989. Sign may also have been modified in 1989.Concrete floor slab laid in 1989(unclear if this is interior or exterior).Clark's Nutrition sign added to readerboard 1990.Roof replaced in 1990 and 2000. *B7. Moved? ■No OYes ❑Unknown Date: Original Location: Q *B8. Related Features: 1139a. Architect: S.Charles Lee b. Builder: *B10. Significance: Theme:Modem Architecture&Architects of Modernism 13 Area:Downtown Riverside Period of Significance: 1939 Property Type: CommcrcialAhealer 13 Applicable Criteria:3k d The former De Anza Theater at 3500 Main Street is an excellent and rare example of a Streamline Modeme movie theater in 13 Riverside. It was constructed in 1939 and designed by significant regional architect S.Charles Lee(1899-1990).Roy Hunt,a prominent movie exhibitor in Riverside,partnered with Fox West Coast Theaters to operate the De Anza Theater.It opened June 6, 1939;the first showing was"Young Mr. Lincoln." The De Anza Theater operated from 1939 until 1989, Cl The Streamline Modeme architectural style emerged in the United States in the 1930s and is often considered to be an extension of Art Deco,although with a more pure expression of modernity. Where Art Deco was rich, brightly colored,and highly ornamented, Streamline Modeme was sparse,stripped down and monochromatic.Rounded comers,horizontal bands, and smooth ❑ surfaces give Streamline Moderne buildings the appearance of being smoothed and rounded by aerodynamic forces. Streamline Modeme architecture looked efficient in its clean lines.It had an appropriate austerity that reflected the economic hardships of the ❑ time and was in fact relatively inexpensive to build because there was little labor-intensive ornament like terra colts,and exteriors tended to be concrete or stucco.While the style was popular throughout Southern California during the 1930s,there are few ❑ examples simply because there was so little construction activity during the Depression.The De Anza Theater exhibits significant character-defining features of the style,including horizontally-oriented masses,flat roof,and curved walls.Other significant ❑ features include the fluted pylon with prominent signage,and the continuous bands of fixed horizontal fins over the windows that are reminiscent of speedlines. See Continuation Sheet. ❑ B11. Additional Resource Attributes: ❑ *1312. References: ❑ .See Continuation Sheet. ❑ B13. Remarks: ❑ *B14. Evaluator:Christine Lazzaretto *Date of Evaluation:March 20,2013 ❑ (This space reserved for official comments.) ❑ a n DPR 523B(1195) *Required information '?y Q State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# EJ CONTINUATION SHEET Trinomial Page 3 of 4 *Resource Name or#De Anza Theater(former) i13 Recorded by: Historic Resources Group *Date: March 20,2013 ■ Continuation ❑ Update 13 Significance Statement Continued. M S.Charles Lee was born Simeon Charles Levi in 1899 in Chicago to German immigrant parents.He showed an early aptitude for engineering and business;by age 15 he held a draftsman position at the architecture office of Henry Newhouse,who specialized in theater design.After graduating from high school,Lee was promoted to senior architect at the age of 18.During World War I,Lee 0 enlisted in the Navy and was assigned to the Engineering Department.After the war,he attended Armour Institute of Technology in Chicago in a program that combined engineering with architecture and drawing.In 1921,Lee drove from Chicago to California and settled in Los Angeles. Almost immediately,he became involved in a real estate development venture along Wilshire Boulevard.While the venture was a success financially,he became disillusioned with real estate and opted insead to open an architectural practice.It was at this time that he changed his name from Simeon Charles Levi to S.Charles Lee.By 1925,his architecture practice was busy designing apartment buildings and other small projects.Lee combined highly decorative exteriors with practical and efficient interior plans.His residential projects led him to designing residences for Hollywood magnates like Louis B.Mayer,Irving Thalberg,and Cecil B.DeMille;this work provided Lee with his introduction to the film industry.In the late-1920s,Lee began designing the opulent movie palaces for which he would become known.His first theater commission was for the Tower Theater in downtown Los Angeles;he would go on to design theaters throughout the western United States. The De Anza Theater is the only example of Lee's work in Riverside. It represents a shift in his work away from period revival styles to the Streamline Modeme. © Despite alterations to the storefronts and the interior,the De Anza Theater retains sufficient integrity to convey its historic significance.Due to the rarity of type,it appears eligible for listing in the California Register at the local level of significance,and as a local landmark.It is eligible under the Modern Architecture theme as the only example of a Streamline Modeme theater in ❑ Riverside.It is eligible under the Architects of Modernism theme as the only local example of the work of significant architect S. Charles Lee.It does not retain sufficient integrity for listing in the National Register of Historic Places. ❑ References. ❑ City of Riverside Building Permits. El City of Riverside Modernism Context Statement,prepared for the City of Riverside by Christopher A.Joseph&Associates,Los ElAngeles,CA,November 2009. O County of Riverside Property Information Center. O Riverside County Land Information System(LIS). 7 1 DPR 523L(1195) *Required information ry 1 rS iJ State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial Page 4 of 4 `Resource Name or#De Anza Theatre(former) *Recorded by: Historic Resources Group *Date: March 20, 2013 ■ Continuation ❑ Update El 0 v a v , a View looking Southwest(March 2013) ❑ D D D a El ❑ rzr, r O t7 Detail of Signage(March 2013) n D,PR 623L(1/95) 'Required information n Y f} t 7 { State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# PRIMARY RECORD Trinomial NRHP Status Code 3S,5S3 1 Other Listings Review Code Reviewer Date Page 1 of 4 *Resource Name or#:Texaco Service Station(former) P1. Other Identifier: ® *P2. Location: Cl Not for Publication ■ Unrestricted *a.County:Riverside and (132b and Plc or P2d. Attach a Location Map as necessary.) ® *b. USGS 7.6'Quad:Riverside East Date:May 17,2012 c. Address:3102 Main Street City: Riverside Zip: 92507 ® e. Other Locational Data:APN 213-031-0024 Q *P3a. Description: (Describe resource and its major elements. Include design,materials,condition,alterations,size,setting,and boundaries) This property is located on the southeast comer of Main Street and First Street and contains the one-story former Texaco Service Station constructed in 1936.The service station is oriented toward Main Street; it is set back from the sidewalk and surrounded on three sides by surface parking.The building is Streamline Modeme in style,rectangular in plan,with a flat roof and smooth stucco cladding.The green and white color scheme is part of the original design.The northern bay of the primary(west)fagade has a flat, projecting canopy supported by metal posts,with rounded corners and speedlines that continue around all four fagades of the building.The pedestrian entrance is contained in this volume, and consists of a single,wood slab door with transom.Fenestration consists of steel sash,divided light windows that wrap the comers;the glazing appears to have been replaced.The southern portion of the primary(west)fagade contains two automobile service bays;the openings have been boarded over.The original, free-standing sign is at the northwest corner of the property at the sidewalk.The'Texaco"sign has been removed,but the standard,lighting,and signboard remain. ❑ *P3b. Resource Attributes: HP6— 1-3 story commercial building *P4. Resources Present: ■Building OStructure OObject OSite [District OElement of District [Other(Isolates,etc.) El P5a. Photo or Drawing Pbb. Description of Photo: (View, date,accession#)View looking ❑ South(March 2013) ❑ *P6. Date Constructed/Age and Sources: Historic ❑ ` ` OPrehistoric ❑Both 1936,building permit W. Owner and Address: ❑ ❑ ® $ *P8. Recorded by: Historic Resources Group ] 12 S Fair Oaks Ave,Ste 200 Pasadena,CA 91105 ] *P9. Date Recorded: March 20,2013 *P10. Survey Type: Intensive *P11. Report Citation:(Cite survey report and other sources,or enter"none.") Historic Resources Group,Citywide Modernism Intensive Survey,September 2013. *Attachments: ONONE ❑Location Map OSketch Map EContinuation Sheet ■Building, Structure, and Object Record ❑Archaeological Record ❑District Record ❑Linear Feature Record [Milling Station Record ORock Art Record ❑Artifact Record ❑Photograph Record ❑Other(List): DPR 523A(1/96) - 80 Ll State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# 13 BUILDING, STRUCTURE, AND OBJECT RECORD 0 Page 2 of 4 *NRHP Status Code 3S,5S3 *Resource Name or#Texaco Service Station(former) B1. Historic Name:Texaco Service Station 132. Common Name:None B3. Original Use:Commercial/auto 134. Present Use:Vacant/not in use D *B5. Architectural Style: Streamline Modeme *B6. Construction History: The building was completed in 1936.The window glazing appears to have been replaced. *B7. Moved? ■No ❑Yes ❑Unknown Date: Original Location: 0 *BS. Related Features: B9a. Architect: Walter Derwin Teague b. Builder: *B10. Significance:Theme:Modern Architecture Area:Riverside Period of Significance: 1936 Property Type: Commercial/auto Applicable Criteria:C/3/c,d 0 The former Texaco Service Station at 3102 Main Street is an excellent example of a Streamline Modeme service station in Riverside. It was designed by noted industrial designer Walter Dorwin Teague.Teague's revolutionary concept of corporate 13 identity defined the course of modern industrial and commercial marketing.In 1935,Teague designed the entire Texaco brand system and the first rollout of service stations,which were soon built across the nation.Constructed in 1936,the building at 3102 0 Main Street is an example of one of the first wave of Teague Texaco Stations to appear on America's city streets,and is likely one of a handful remaining,unaltered,in the country today. Q The Streamline Moderne architectural style emerged in the United States in the 1930s and is often considered to be an extension ❑ of Art Deco,although with a more pure expression of modemity.Where Art Deco was rich,brightly colored,and highly ornamented,Streamline Modeme was sparse,stripped down and monochromatic.Rounded comers,horizontal bands,and smooth ❑ surfaces give Streamline Modeme buildings the appearance of being smoothed and rounded by aerodynamic forces. The prime movers behind the Streamline Moderne style such as Raymond Loewy,Walter Dorwin Teague,Gilbert Rohde, and ❑ Norman Bel Geddes all disliked Art Dew,seeing it as falsely modern.The Texaco Station exhibits significant character-defining features of the Streamline Modeme architectural style, including horizontal massing,flat roofline and flat canopy,smooth stucco exterior,curved comers,steel sash windows,and grooved moldings(or speedlines). El See Continuation Sheet. 811. Additional Resource Attributes: ❑ *1312. References: See Continuation Sheet. ❑ B13. Remarks: ❑ *B14. Evaluator: Christine Lazzaretto ❑ *Date of Evaluation:March 20,2013 ❑ (This space reserved for official comments.) ❑ n n DPR 523B(1195) *Required information 81 State of California—The Resources Agency Primary# Li DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial Page 3 of 4 *Resource Name or#Texaco Service Station(former) 0 *Recorded by: Historic Resources Group *Date:March 20,2013 ■Continuation ❑Update 1 Significance Statement Continued 0 Walter Dorwin Teague(1883-1960)was a world-renowned industrial designer.Born and raised in Indiana,he moved to New York City in 1902.He supported himself by painting signs and drawing for catalogue companies while attending the Arts Students ® League of New York.After touring Europe and working as a magazine illustrator,he joined a group of individuals interested in establishing industrial design as a separate occupation.As the first president of the American Society of Industrial Designers(now Q IDSA),Teague was a valued designer for companies such as Kodak,Ford,and Boeing,and is celebrated for his streamlined approach,which was concurrently reflected in modem architecture.He is known for pioneering designs in many industries, © including photography,communications,transportation,fashion,building,automotive,and space exploration.Teague's,and later the Teague Corporation's,most well-known designs include:the Kodak Brownie and Bantam Special cameras;Polaroid's Land © Camera-the first to develop its own film;passenger trains for New York Transit Association;the famous UPS truck design;the first sleeper cabin cross country truck;crew quarters for NASA;and the Boeing 777. The Texaco Service Station retains sufficient integrity to convey its historic significance.It appears eligible for listing in the Q National Register of Historic Places at the local level of significance,the California Register,and as a local landmark. It is eligible under the Modern Architecture theme as a rare example of Streamline Modeme commercial architecture in Riverside,and as a Q rare,unaltered example of Texaco corporate architecture that was originally developed in 1935.It is eligible under the Architects of Modernism theme as a local example of the work of internationally renowned industrial designer Walter Dorwin Teague. ❑ References. ❑ City of Riverside Building Permits. ❑ City of Riverside Modernism Context Statement,prepared for the City of Riverside by Christopher A.Joseph&Associates,Los ❑ Angeles,CA,November 2009. ❑ County of Riverside Property Information Center. ❑ Mermilliod,Jennifer."Cultural Resources Survey Preliminary Findings for 3102 Main Street,"July 23,2007. ❑ Riverside County Land Information System(LIS). ❑ I 7 COD 7 e DPR 523L(1195) *Required information tl State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRl# Li CONTINUATION SHEET Trinomial Ll Page 4 of 4 'Resource Name or#Texaco Service Station(former) 'Recorded by: Historic Resources Group "Date: March 20, 2013 ■Continuation ❑ Update 13 13 A // 13 to:: y; 13 t i� 0 13 13 13 View looking East(March 2013) i; 0 0 ❑ r.r _ ❑ � r ❑ ❑ ❑ Detail ofSignage _ (� DPR 523L(1195) L; Lj State of California—The Resources Agency Primary# LJ DEPARTMENT OF PARKS AND RECREATION HRI# Lj PRIMARY RECORD Trinomial NRHP Status Code 3S,5S3 13 Other Listings Review Code Reviewer Date Page 1 of 2 'Resource Name or#: Clinton&Geraldine Marr Residence#2,6816 Hawarden Drive P1. Other Identifier: •P2. Location: ❑ Not for Publication ■ Unrestricted •a.County:Riverside and (P2b and Plc or P2d. Attach a Location Map as necessary.) •b. USGS 7.5' Quad: Riverside West Date:May 17,2012 c. Address:6816 Hawarden Drive City: Riverside Zip: 92506 0 e. Other Locational Data:APN 241-190-019-7 "P3a. Description: (Describe resource and its major elements. Include design,materials,condition,alterations,size,setting,and boundaries) This property is located on the south side of Hawarden Drive and contains a two-story single-family residence originally 0 constructed in 1960. The building is set back from and slightly above the street with a sloping lawn,heavy landscaping and mature trees. An asphalt driveway on the west leads to a carport below the house,built into the slope of the hill,and to a detached garage at the rear of the property. The residence is Mid-century Modern in style with an irregular plan and a flat roof with wide plastered eaves supported on cantilevered wood beams. It is of wood post-and-beam construction,with smooth stucco wall panels ❑ framed in wood. A wide staircase adjacent to the carport,sheltered at its bottom by a wood trellis and at its top by the overhanging roof,leads to the primary entrance,composed of a pair of wood slab doors with fixed transom and side lights. North 0 of the entrance,the projecting living room features a large exterior brick fireplace,floor-to-ceiling windows of fixed plate glass, and a wall of sliding aluminum-and-glass doors. Fenestration consists of bands of aluminum sliding windows. ❑ •P3b. Resource Attributes:HP2-Single family property •P4. Resources Present: ■Building OStructure ❑Object ❑Site ❑District ❑Element of District ❑Other(Isolates,etc.) P5a. Photo or Drawin Photo re uired for buildin s,❑ structures,and ob'ecls.� Pbb. Description of Photo: (view, date,accession#)View looking ❑ ii "` Southeast(April 2013) ❑ !� " •P6. Date Constructed/Age and ❑ II Sources:l•Historic t ❑Prehistoric OBoth 1960,building permit ❑ i::. •P7. Owner and Address: ❑ •P8. Recorded by: h Historic Resources Group ❑ `"- S`' ', 12 S Fair Oaks Ave,Ste 200 ❑ Pasadena,CA 91105 •P8. Date Recorded: ❑ - ' April 26,2013 •P10. Survey Type: Intensive �7 J •P11. Report Citation:(Cite survey report and other sources,or enter"none.") Christopher A.Joseph&Associates,City of Riverside:Modernism Context Statement,November 2009. Historic Resources Group,Citywide Modernism Intensive Survey,September 2013. "Attachments: ONONE ❑Location Map OSketch Map ❑Continuation Sheet ■Building, Structure, and Object Record ❑Archaeological Record ❑District Record ❑Linear Feature Record OMilling Station Record ORock Art Record ❑Artifact Record ❑Photograph Record ❑Other(List): _� DPR 523A(1195) 0 State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# BUILDING, STRUCTURE, AND OBJECT RECORD 13 Page 2 of 2 *NRHP Status Code 3S,5S3 *Resource Name or#Clinton&Geraldine Marr Residence#2,6816 Hawarden Drive 11 B1. Historic Name: Clinton&Geraldine Marr Residence#2 B2. Common Name: Clinton&Geraldine Marr Residence 42 13 B3. Original Use: Single-family residence B4. Present Use: Single-family residence *B5. Architectural Style:Mid-century Modem IM *136. Construction History:(Construction date,alterations,and date of alterations) Residence and attached garage completed in 1961. Pool added in 1964. Detached garage added in 1997. 13 *B7. Moved? ONO ❑Yes ❑Unknown Date: Original Location: 0 *B8. Related Features: ❑ B9a. Architect: Clinton Marr b. Builder: *B10. Significance: Theme: Modern Architecture&Architects of Modernism ❑ Area:Riverside Period of Significance: 1960 Property Type:Single-family residence Applicable Criteria: C/3/c,d The single-family residence at 6816 Hawarden Drive is an excellent example of Mid-century Modem residential architecture in Riverside.It was designed by noted local architect Clinton Main(b. 1925)in 1960;it is the second residence that Mart designed for his own family in ❑ Riverside.Marr's wife,Geraldine,was largely responsible for the landscape design.Marr lived here from 1960-2011.Mid-century Modem is a term used to describe the evolution of the International Style after World War H.Mid-Century Modem architecture is more organic and less ❑ doctrinaire than the International Style,and it is characterized by more solid wall surfaces.The Clinton Marr Residence at 6816 Hawarden Drive exhibits significant character-defining features of the style,including simple geometric forms,horizontal massing,post-and-beam construction,wide-overhanging eaves,and floor-to-ceiling windows. l J Clinton Mart was bom in September, 1925,in Ontario,California,but he grew up in Riverside.Marr joined the Navy Air Corps during World ❑ War 11.From 1947 to 1953,he attended University of Southern California School of Architecture on the G.I.Bill.A-Quincy Jones was one of his instructors and Pierre Koenig was a classmate.He was influenced most by the post-and-beam structural framing method,which he later used in the design of his own homes(1954 and 1960).While in school,he worked part-time for Albert C.Martin and Associates in downtown Los Angeles.After graduation,Main worked for Clara Henry Day in Redlands and Herman Ruhnau in Riverside before opening his own office in ❑ Riverside in 1956.Marr designed an impressive number of commercial,industrial,institutional,educational,and residential buildings in Riverside.He was president of the Inland Chapter of the ALA in 1964. ❑ 6816 Hawarden Drive retains all seven aspects of integrity and continues to convey its historic significance.It appears eligible for listing in the National Register of Historic Places at the local level of significance,the California Register,and as a local landmark.It is eligible under the ❑ Modem Architecture theme as an excellent example of Mid-Century Modem residential architecture in Riverside.It is eligible under the Architects of Modernism theme as the work of significant local architect Clinton Marr. ❑ B11. Additional Resource Attributes: ❑ *B12. References: City of Riverside Building Permits. El of Riverside Modernism Context Statement,prepared for the City of Riverside by Christopher A.Joseph&Associates,Los Angeles,CA, November 2009. ❑ Clinton Marr Archives,Riverside Municipal Museum,Riverside,California. County of Riverside Property Information Center. ❑ Riverside County Land Information System(LIS). Tibbet,Casey."Clinton Marr,FAIA:Award Winning Architect and Riverside ❑ Native,"Journal of the Riverside Historical Society,Febmary 2010. B13. Remarks: ❑ *B14. Evaluator: Christine Lazzaretto *Date of Evaluation:February 20,2013 (This space reserved for official comments.) ❑ ❑ n DPR 523B(1195) *Required information �T r L1 l_J State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI # Li PRIMARY RECORD Trinomial NRHP Status Code 3S, 3CS 5S1 © Other Listings _ Review Code Reviewer Date o Page 1 of 4 Resource name(s)or number(assigned by recorder) 959 Fulton Mall Pi. Other Identifier: Radin-Kamp Dept. Store/J.C. Penney Building *P2. Location: ❑Not for Publication ■Unrestricted *a.County Fresno County *b. USGS 7.5' Quad Fresno South Date 1963, revised 1981 T 14S R 20E ® 'c. Address 959 Fulton Mall City Fresno Zip 93721 e. Other Locational Data: APN#46631207, Fresno City Block 73, lots 1-7 E3 *133a. Description: (Describe resource and its major elements. Include design,materials,condition,alterations,size,setting,and boundaries.) This four-story commercial block is located at the southwest corner of Fulton Mall and Tulare Street.The building was constructed in 1924 of reinforced concrete with brick cladding on two facades. The building is rectangular in plan with regular ® massing, symmetrical arrangement of architectural features, and a flat roof. It is designed in a commercial vernacular style with Classical Revival and Renaissance Revival stylistic details. The building's primary elevations are the northeastern elevation facing Fulton Mall and the northwestern elevation facing Tulare Street. The building's main facades are differentiated is above and below the ground floor mezzanine to form a two-part composition.A simple dentil band delineates the ground floor and mezzanine from the upper floors.The ground floor is characterized by multiple bays containing large metal frame display ® windows with a band of metal frame transom windows above.A recessed comer entry with metal frame double doors provides the building's primary entrance. The sidewalk is shaded by a continuous metal canopy positioned between the display windows and the transom windows. The upper three stories are dominated by a regular fenestration pattern of side-by-side, 13 wood frame, double-hung windows. A plain frieze with regularly spaced cast-stone medallions,a dentil band, and a shallow ® sculpted cornice form the building's crown.The secondary elevations display an irregular fenestration pattern and are devoid of architectural features. Q *P3b. Resource Attributes: (list attributes and codes) HP07 3+story commercial building. ❑ *P4. Resources Present: ■Building ElStructure ❑Object OSite ❑District ❑Element of District 130ther P5a. Photo PSb. Photo: (view and date) View from north March 29,2011 *P6. Date Constructed/Age and Sources: ■historic 1924(City of Fresno Historic ❑ Resources Map) *P7. Owner and Address: Fresno Ballpark Lofts LLC 18909 Sherman Way ❑ Reseda, CA 91335 *P8. Recorded by: ❑ Historic Resources Group 12 S. Fair Oaks Avenue, Suite 200 - -- Pasadena, GA 91 1 05-1 91 5 ❑ �` *P9. Date Recorded: April 29, 2011 ❑ - (Updated from June 30, 1978) 'P10. Survey Type: ❑ Intensive *P11. Report Citation: (Cite survey report and other sources,or enter"none") ❑ Downtown Fresno(Fulton Corridor) Survey Report. Patnaude Survey, DPR Form, 1978. *Attachments: ONone ❑Location Map ❑Sketch Map ❑Continuation Sheet ■Building, Structure, and Object Record OArchaeological Record ❑District Record 01-inear Feature Record ❑Milling Station Record ❑Rock Art Record —t OArtifact Record ❑Photograph Record ❑Other(list) ❑ DPR 523A(1/95) *Required information ❑ 86 ' 0 State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# __ _ 13 BUILDING, STRUCTURE, AND OBJECT RECORD Page 2 of 4 *NHRP Status Code 3S, 3CS. 5S1 *Resource Name or#: 959 Fulton Mall B1. Historic Name: Radin-Kamp Department Store B2. Common Name: J.C. Penney Building B3. Original Use: Commercial—Department Store B4. Present Use:Vacant *135. Architectural Style: Commercial Vernacular with Renaissance Revival design elements 13 *136. Construction History: (Construction date,alterations,and date of alterations): The building was constructed in 1925 for the Radin-Kamp Department Store. It was leased by J.C. Penney's in 1945 and they 13 remained on site until 1986. 13 *137. Moved? ■No OYes ❑Unknown Date: Original Location: *138. Related Features: None B9a. Architect: Felchlin, Shaw& Franklin b. Builder: Felchlin, Shaw&Franklin *1310. Significance: 13 Theme Late 19th and Early 20th Century Commercial Development Area Downtown Fresno Period of Significance: 1925 Property Type: Commercial—Department Store Applicable Criteria: NRHP: C;CRHR: 3; City of Fresno: iii. (Discuss importance in terms of historical or architectural context as defined by theme,period,and geographic scope. Also address integrity) 13 959 Fulton Mall is significant under Criterion C/3/iii as a rare intact example of an early 200'century department store building in Fresno and as a representative example of the noted local architectural firm of Felchlin, Shaw&Franklin. The four-story commercial block with ground floor display windows and mezzanine is representative of American department store buildings constructed between the late W Century and World War II,and typically located in central business districts. The partnership of R.F. Felchlin (1888-1960), Raymond Shaw(1890-1967), and Charles Franklin(1891-1856)designed and/or built many of Fresno's most important buildings within the Central Business District. A native of Stockton, Richard Ferdinand 0 Felchlin (1988-1960)studied civil engineering at the University of California in Berkeley. He moved to Fresno in 1911 and in 1912 formed the R. F. Felchlin Company with San Francisco architect and engineer Charles Franklin (1891-1956). In 1917 architect Raymond Shaw(1890-1967)joined the firm as chief designer. Shaw had studied at Stanford University and previously worked with the San Francisco architect George Kelham. ❑ (See Continuation Sheet) B11. Additional Resource Attributes: None *1312. References: Q City of Fresno Building Permits City of Fresno Historic Preservation Database Sketch Me County of Fresno Tax Assessor Data A Guide to Historic Architecture in Fresno.Web site, available at: ❑ http://historicfreano.org/index.htm. • -ie. Sanborn Fire Insurance Maps ❑ Patnaude Survey, 1978. B13. Remarks: *1314. Evaluator: C. McAvoy& P. Travis ❑ *Date of Evaluation: April 2011. (This space reserved for official comments.) IJ - n DPR 523E (1/95) ❑ r 7 [u 1J State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# LJ CONTINUATION SHEET Trinomial ❑ Page 3 of 4 `Resource Name or#(Assigned by recorder)959 Fulton Mall ❑ "Recorded by: Historic Resources Group 'Date 1 September 2011 ❑O Continuation ❑Update 13 '135b. Photo(continued from page 1): 13 DG '$mil"• ❑ t 13 0 O ❑ 959 Fulton Mall circa 1930. El ss DPR 523L(1195) *Required information 0 State of California—The Resources Agency Primary# 13 DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial 0 Page 4 of 4 "Resource Name or#(Assigned by recorder)959 Fulton Mall Q *Recorded by: Historic Resources Group *Date 1 September 2011 ©Continuation ❑Update 11 *1310. Significance(continued from page 2): 13 For the next decade Felchlin's firm designed or built many of downtown Fresno's most important buildings.Among the firm's 0 major projects were the Bank of Italy Building(1918), the Patterson Building(1922),the San Joaquin Light&Power Building (1923), and the Pacific Southwest Building (1923). Felchlin,Shaw&Franklin dissolved their partnership in 1930. Q Although ground floor display windows and entrance doors have been replaced, the building generally maintains a high 13 degree of integrity. 959 Fulton Mall has been designated as a historic resource by the City of Fresno(HP#124). El ❑ D D a ❑ ❑ r� ❑ ❑ a9 Q DPR 523L (1195) `Required informatio LJ ❑ State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# U DISTRICT RECORD Trinomial Page I of 4 *NRHP Status Code: 5D3 ❑ *Resource Name or#(Assigned by recorder): Sun Gold Terrace"Cowboy Streets"Historic District D1. Historic Name: Sun Gold Terrace D2. Common Name:Cowboy Streets 0 *D3. Detailed Description The Sun Gold Terrace Cowboy Streets Historic District occupies flat terrain with a generally curvilinear street pattern.The district consists Qprimarily of one-story,single-family residences.Houses in the district were constructed throughout the period of significance,although development took place primarily in the years of subdivision and consisted largely of homes designed in the Minimal Traditional or Ranch E3 styles. District features include uniform setbacks,sidewalks,streetlights,and mature trees.Thera appears to have been a consistent street tree plan that was implemented at the time of subdivision.Character-defining features of the buildings include attached garages,gable and hip roofs, © stucco or clapboard siding,and double-hung windows with divided lights or diamond panes.Common alterations include replacement windows, doors,garage dooms,and cladding.Of the 332 properties,303 are contributors to the district,or approximately 91 percent;29 properties are non- contributors due to multiple alterations. *04. Boundary Description (Describe limits of district and attach map showing boundary and district elements.): QThe Sun Gold Terrace Cowboy Streets Historic District spans approximately 12 blocks and has an irregular boundary.The district is bounded by the westerly portion of Durango Road to the west;the northerly portions of Durango Road,Laredo Road,Hickok Way,Carson Road, ❑ Pinkerton Place,and Laramie Road to the north;Apricot Lane and Victoria Avenue to the west;and Arlington Avenue and the southerly portion of Shenandoah Road to the south. *D6. Boundary Justification: ❑ The boundary encompasses the original subdivision boundaries as defined by the tract maps for Sun Gold Terrace Nos.7-11. *D6. Significance: Theme: Post-War Suburbia&The Ranch House Area: Riverside © Period of Significance: 1953-1956 Applicable Criteria: ac The Sun Gold Terrace Cowboy Streets are a single-family residential district comprised of five subdivision maps,Sun Gold Terrace Nos. 7-11. The period of significance is 1953-1956,representing the years in which homes were constructed in the associated styles throughout the Q neighborhood.The neighborhood was subdivided in 1953, 1954,and 1955.Planned by developer William A.Johnson,the Sum Gold Terrace neighborhoods were some of Riverside's largest residential developments.Johnson partnered with architect William M.Bray,one of Southern California's most prolific architects.Although he also designed custom residences,during the post-World War H era Bray focused his ❑ architectural practice on creating stock house plans used for large-scale housing developments.His plans were used to build more than 40,000 housing units in California.Bray's designs were typically modest two-to three-bedroom homes in popular Mid-Century styles,such as Minimal ❑ Traditional,Ranch,and Colonial Revival,and were popular with developers seeking to quickly capitalize on the post-war housing boom. Residences in the Sun Gold Terrace Cowboy Streets district are typically Minimal Traditional or Minimal Ranch designs;theme are a few Mid- Elcentury Modem residences.The district as a whole conveys a strong sense of time and place. ❑ The post-war population boom coupled with federal housing policies that promoted homeownership dramatically increased the demand for housing.Consequently,the most popular style of domestic architecture during the period,the Ranch house,became common in Riverside and elsewhere in Southern California.Architectural historian Rachel Carley described the Ranch house as"perhaps the ultimate symbol of the post- Elwar American dream:a safe,affordable home promising efficiency and casual living."The Ranch house epitomized unpretentious architecture and dominated the suburbs of the post-war period.It was more conservative than other modem residential architecture of the period,often using ❑ decorative elements based on historical forms.Capitalizing on the national fascination with the"Old West,"developers chose the Ranch type to be utilized for tract housing.Floor plans for the tract houses usually met the FHA standards,so that the developer could receive guaranteed ❑ loans.The underlying philosophy of the Ranch house was informality,outdoor living,gracious entertaining,and natural materials.The most common style of Ranch house is the California Ranch.Features were single stories,asymmetrical massing in L-or U-shaped plans,low-pitched �-t hipped or gabled roofs,wide eave overhangs,a variety of materials for exterior cladding,windows with multiple lights and diamond panes,and J large picture windows.Decorative details commonly seen in California Ranch houses include scalloped bargeboards,false cupolas and dovecotes,shutters,and iron or wood porch supports. The Sum Gold Terrace Cowboy Streets Historic District appears eligible for listing as a local historic district.It is eligible under the Post-War Suburbia,&The Ranch House theme as a good and cohesive residential development from the post-World War II period.Houses in the district primarily represent the California Ranch style;the district as a whole reflects post-war design principles,retains a majority of the buildings from the period of significance,conveys the original layout and street plan,and retains the essential factors of integrity. *1137. References (Give full citations including the names and addresses of any informants,where possible.): Christopher A.Joseph&Associates, City of Riverside:Modernism Context Statement,November 2009. Historic Resources Group,Citywide Modernism Intensive Survey,September 2013. Sun Gold advertisement,Riverside Daily Press,April 9, 1955. Sun Gold newspaper supplement,Riverside Daily Press,October 2, 1953. Tibbet,Casey.Suburban Residential Growth in Riverside, Calit ornia, 1886 to 1960. Master's thesis,University of California,Riverside,2005. *D8. Evaluator. Christine Lazzaretto Date: May 21,2013 t5 O Affiliation and Address: Historic Resources Group, 12 S Fair Oaks Ave,Ste 200,Pasadena CA 91105 J DPR 523D(1195) *Required information State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial Page 2 of 4 *Resource N ame or#:Sungold Terrace Cowboy Streets Historic District *Recorded by: Historic Resources Group *Date: May 21,2013 ■Continuation ❑ Update 303 Contributors ■■■ ■ ■ ��` s 29 Nott-Contil6utorS Txu ssn�' �°' 3°90 2°s s s 2W Taw �trrg ti `O v�xK£xrox vL AN 332 Total properties ■ ■ . ■ r u 2W SST Wtt TN6 m = USi5LLW1S NEYIDA WY, a W m OMxO a 13 3535 Im OYNO M y o e N 13 ■ CHISHOLY RD . 7713 9 S �s 5 � O a MINOR 0 AM gS - a PECOSWY URAYERD ❑ o' i ❑ r a RON HLLS YW ❑ ■ _ IAM ❑. , R W � s ❑ 3 3 SHENA NDDAH RD m O CHETENNE RD t a v 5 298A T96Y ` 9� , t � > ❑ CNYISYDN RD WIYf _ .. CDIARRONRD _ _ — � MAI 29ra T9'd 29C6 T936 29T0� � ❑ west wn ••39m .-.395]Mimi, ARLINGTON FRONUSE RD ❑ ARLANiTONAY ARUNBTONAY District Map. ❑ D Cl DPR 523L(1195) *Required information I l ■ ■ . .Ell ON OWN 410-19,41,,Nmillmomam�ra .. � ■y `�- ■k _.: it � � ., � ,. a..Y P � • !.� mw ■ 1 ' ■ Z5.,. ■ kZ ..t•..•M ' . � � .ram :�.. . r ^+n State of California—The Resources Agency Primary# DEPARTMENT OF PARKS AND RECREATION HRI# ❑ CONTINUATION SHEET Trinomial 13 Page 4 of 4 'Resource N ame or#:Sun Gold Terrace Cowboy Streets Residential Historic District 'Recorded by: Historic Resources Group "Date: May 21,2013 ■ Continuation ❑ Update ❑ fti S� ❑ 13 11 13 .; n� ❑ 2890 Shenandoah Rd 2875 Shenandoah Rd ❑ r ❑ 11 El 11 11 El 2760 Shenandoah Rd 2780 Laramie Rd ❑ El 2794 Laramie Rd 93 ❑ APR 623L(1195) "Required information - 0 Q Sun Gold Terrace Cowboy Streets Historic District 0 © 5610 Abilene Rd C 5650 Abilene Rd C ® 5651 Abilene Rd C 0 5664 Abilene Rd C 5665 Abilene Rd INC ® 5676 Abilene Rd C 5677 Abilene Rd C ® 5688 Abilene Rd C 5704 Abilene Rd C 5716 Abilene Rd C 13 5691 Anna C 5703 Anna C 0 5715 Anna C 11 5727 Anna C 5739 Anna C © 2911 Arlington Ave C 2923 Arlington Ave C 11 2935 Arlington Ave INC El 2945 Arlington Ave C 2957 Arlington Ave C 2971 Arlington Ave C 2983 Arlington Ave C 2995 Arlington Ave INC n 3005 Arlington Ave C 3017 Arlington Ave C 3027 Arlington Ave C 3039 Arlington Ave C 3051 Arlington Ave C L7 3063 Arlington Ave C 3073 Arlington Ave INC n 3089 Arlington Ave C 5531 Carson Rd C 5532 Carson Rd C 5541 Carson Rd C 5544 Carson Rd C 1 5551 Carson Rd C 5554 Carson Rd C j 5559 Carson Rd C 5564 Carson Rd C 5567 Carson Rd C F Carson Rd Carson Rd C Carson RdC Carson Rd C 94 0 Sun Gold Terrace Cowboy Streets Historic District U 0 5596 Carson Rd C 13 5610 Carson Rd NC 5619 Carson Rd C 0 5620 Carson Rd C 0 5629 Carson Rd C 5632 Carson Rd C 5639 Carson Rd C 5644 Carson Rd C 13 5649 Carson Rd C ❑ 5656 Carson Rd C 5659 Carson Rd C 5669 Carson Rd C 5670 Carson Rd C 2920 Cheyenne Rd NC 132930 Cheyenne Rd C 2940 Cheyenne Rd C 2950 Cheyenne Rd C 2959 Cheyenne Rd C 0 2960 Cheyenne Rd C ❑ 2970 Cheyenne Rd C 2971 Cheyenne Rd C ❑ 2980 Cheyenne Rd C 2983 Cheyenne Rd C ❑ 2992 Cheyenne Rd C ❑ 2993 Cheyenne Rd C 3002 Cheyenne Rd NC 3007 Cheyenne Rd C �J 3012 Cheyenne Rd C ❑ 3019 Cheyenne Rd C ❑ 3022 Cheyenne Rd C 3027 Cheyenne Rd NC ❑ 3037 Cheyenne Rd C 3043 Cheyenne Rd C ❑ 3053 Cheyenne Rd C 3063 Cheyenne Rd C -� 2807 Chisolm Rd C 2808 Chisolm Rd C 2823 Chisolm Rd C 2824 Chisolm Rd C 2840 Chisolm Rd C 2874 Chisolm Rd C 2886 Chisolm Rd C [ l 5572 Chisolm Rd C 5580 Chisolm Rd C ( 1 95 fl FI ❑ Sun Gold Terrace Cowboy Streets Historic District 5581 Chisolm Rd C ❑ 5584 Chisolm Rd C 5585 Chisolm Rd C ❑ 5589 Chisolm Rd. NC 5592 Chisolm Rd C 0 5593 Chisolm Rd C 5597 Chisolm Rd C© 5611 Chisolm Rd C ® 5627 Chisolm Rd C 5645 Chisolm Rd C ❑ 5657 Chisolm Rd C © 5671 Chisolm Rd C 2912 Cimarron Rd C 2924 Cimarron Rd C 2929 Cimarron Rd C 0 2936 Cimarron Rd C 2939 Cimarron Rd C ® 2946 Cimarron Rd C ❑ 2951 Cimarron Rd C 2958 Cimarron Rd C 2963 Cimarron Rd C 2970 Cimarron Rd C 2975 Cimarron Rd C 2982 Cimarron Rd C 2987 Cimarron Rd C 2994 Cimarron Rd C 2997 Cimarron Rd C 3006 Cimarron Rd C 3009 Cimarron Rd C 3016 Cimarron Rd C 3021 Cimarron Rd C 3030 Cimarron Rd C 3040 Cimarron Rd C 3041 Cimarron Rd C i 3050 Cimarron Rd C i 3053 Cimarron Rd C 3062 Cimarron Rd C 5611 Durango Rd C 5626 Durango Rd C 5627 Durango Rd NC 5639 Durango Rd NC 5644 Durango Rd C 5649 Durango Rd C 5652 Durango Rd C 96 L7 Sun Gold Terrace Cowboy Streets Historic District 5659 Durango Rd C 13 5660 Durango Rd C 5668 Durango Rd C 13 5669 Durango Rd C 0 5676 Durango Rd C 5679 Durango Rd C 13 5689 Durango Rd C 5699 Durango Rd C 13 5709 Durango Rd C 13 5710 Durango Rd C 5720 Durango Rd C 5721 Durango Rd C 5730 Durango Rd C 5733 Durango Rd C 5740 Durango Rd C 5745 Durango Rd C 01 5750 Durango Rd C 5755 Durango Rd C Ij 5766 Durango Rd C El Durango Rd NC 5446 Fargo Rd C 5460 Fargo Rd C 5472 Fargo Rd NC ❑ 5484 Fargo Rd C 5496 Fargo Rd C 5504 Fargo Rd C f� 5510 Fargo Rd C lJ 5516 Fargo Rd C Q 5520 Fargo Rd C 5526 Fargo Rd C 5532 Fargo Rd C 5581 Fargo Rd C 3020 Hickory Wy NC [] 3021 Hickory Wy C 3030 Hickory Wy C n 3031 Hickory Wy C 3040 Hickory Wy NC u 3041 Hickory Wy C n 3050 Hickory Wy C 3051 Hickory Wy C ❑ 3060 Hickory Wy C 3061 Hickory Wy C I , 2803 Iron Hills Wy C n 2804 Iron Hills Wy C n 97 F] 11 0 © Sun Gold Terrace Cowboy Streets Historic District 13 2815 Iron Hills Wy C 2816 Iron Hills Wy C M 2825 Iron Hills Wy C a 2826 Iron Hills Wy C 2835 Iron Hills Wy C Q 2836 Iron Hills Wy C 2845 Iron Hills Wy C © 2846 Iron Hills Wy C ❑ 2856 Iron Hills Wy C 2864 Iron Hills Wy C ❑ 2718 Laramie Rd C 2729 Laramie Rd C 0 2736 Laramie Rd C ❑ 2765 Laramie Rd C 2766 Laramie Rd C 2779 Laramie Rd C 2780 Laramie Rd C ❑ 2793 Laramie Rd NC ❑ 2794 Laramie Rd C 2807 Laramie Rd C ❑ 2808 Laramie Rd C 2823 Laramie Rd C n 2824 Laramie Rd C ❑ 2843 Laramie Rd C 2850 Laramie Rd C n 2857 Laramie Rd C 2860 Laramie Rd C 2869 Laramie Rd C 2872 Laramie Rd C 2881 Laramie Rd C u 2882 Laramie Rd C 2889 Laramie Rd C r 2890 Laramie Rd NC 2893 Laramie Rd C 2905 Laramie Rd C _] 2912 Laramie Rd C 2926 Laramie Rd C _.� 2929 Laramie Rd C 2940 Laramie Rd C 2963 Laramie Rd C t 2964 Laramie Rd C 2974 Laramie Rd C J 2975 Laramie Rd C 2988 Laramie Rd C 98 13 Sun Gold Terrace Cowboy Streets Historic District 13 13 2989 Laramie Rd C 11 3000 Laramie Rd C 3014 Laramie Rd C 11 3015 Laramie Rd C 3026 Laramie Rd C 3027 Laramie Rd C f� 3038 Laramie Rd C 3041 Laramie Rd C 13 3050 Laramie Rd C 3064 Laramie Rd C 3067 Laramie Rd NC 1 3076 Laramie Rd C 3081 Laramie Rd C Q 3090 Laramie Rd C 3093 Laramie Rd C 13 5608 Laredo Rd C 0 5616 Laredo Rd NC 5624 Laredo Rd C 13 5625 Laredo Rd C O 5632 Laredo Rd C 5640 Laredo Rd C El 5641 Laredo Rd C 5648 Laredo Rd C 5649 Laredo Rd C n 5656 Laredo Rd C 5657 Laredo Rd C 5664 Laredo Rd C 5665 Laredo Rd C 5672 Laredo Rd C 5673 Laredo Rd C 2807 Nevada Wy C r� 2808 Nevada Wy C l J 2823 Nevada Wy C [� 2824 Nevada Wy C 2840 Nevada Wy C 2900 Pecos Wy C 2901 Pecos Wy C 2908 Pecos Wy C [] 2909 Pecos Wy C 2916 Pecos Wy C fJ 2917 Pecos Wy C f7 2924 Pecos Wy C 2925 Pecos Wy C 2932 Pecos Wy C 99 f� n 1 Q Sun Gold Terrace Cowboy Streets Historic District 2933 Pecos Wy C ® 2940 Pecos Wy C 2941 Pecos Wy C 'I 0 2807 Pinkerton PI NC 2808 Pinkerton PI C ® 2823 Pinkerton PI C 2824 Pinkerton PI C® 2864 Pinkerton PI C 0 2865 Pinkerton PI C 2879 Pinkerton PI C 0 2893 Pinkerton PI NC 2907 Pinkerton PI NC® 2921 Pinkerton PI C ® 2953 Pinkerton PI C 2960 Pinkerton PI C ® 2969 Pinkerton PI C Q 5452 Rumsey Dr C 5464 Rumsey Dr C ® 5469 Rumsey Dr NC 5471 Rumsey Dr C El 5483 Rumsey Dr C 5495 Rumsey Dr NC 5503 Rumsey Dr C 5511 Rumsey Dr C 5523 Rumsey Dr C 5532 Rumsey Dr C 5533 Rumsey Dr C El 5543 Rumsey Dr C 5548 Rumsey Dr C 5575 Rumsey Dr C El 5585 Rumsey Dr C 5595 Rumsey Dr C 2759 Shenandoah Rd C 2760 Shenandoah Rd C 2779 Shenandoah Rd NC 2780 Shenandoah Rd C 2791 Shenandoah Rd C 2792 Shenandoah Rd C :-� 2803 Shenandoah Rd C 2804 Shenandoah Rd C 2815 Shenandoah Rd C 2816 Shenandoah Rd C 2827 Shenandoah Rd INC 2828 Shenandoah Rd C _ I 1- 00 _ S a Sun Gold Terrace Cowboy Streets Historic District 0 0 2837 Shenandoah Rd C Q 2838 Shenandoah Rd C 2851 Shenandoah Rd C 2852 Shenandoah Rd C 13 2863 Shenandoah Rd C 2864 Shenandoah Rd C 2875 Shenandoah Rd C 2875 Shenandoah Rd C 13 2889 Shenandoah Rd C Q 2890 Shenandoah Rd C 5609 Victoria Frontage Rd C 5657 Victoria Frontage Rd NC 5675 Victoria Frontage Rd C 13 5693 Victoria Frontage Rd C 5715 Victoria Frontage Rd C 2807 Wyoming Wy C 13 2808 Wyoming Wy C 2823 Wyoming Wy C 0 2824 Wyoming Wy C ❑ 2839 Wyoming Wy C tJ El ❑ r� n r n t� 101 n n HRG Consultants Total CL PT/KF/JL HG RA All SW Hourly Rates $ 175 $ 150 $ 100 $ 75 $ 150 $ 75 Task 1:Development of Citywide Historic Context Statement 48 40 24 16 48 48 $ 29,800 Task 2:Public Outreach Program 20 16 8 16 8 $ 9,500 Task 3:Historic Resources Survey Task 3.1:Historic Resources Survey Fieldwork(Reconnaissance) 40 40 80 40 $ 22,000 Task 3.2:Historic Resources Survey Fieldwork(Documentation) 48 48 96 $ 22,800 Task 3.3:Historic Resources Survey Research(property and neighborhood specific research) 40 40 40 $ 6,000 Task 3.4 Historic Resources Survey Documentation(DPR 523A forms for 400 properties;DPR 523B forms for 50 properties/districts) 80 96 96 20 32 $ 41,000 Task 4:Database of Surveyed Properties 40 $ 3,000 Task 5:Mapping(Draft and Final Survey Maps) 16 $ 1,200 Task 6:Survey Report 40 16 16 8 8 $ 12,400 Task 7:Internal Meeting Attendance(monthly phone calls with City staff +4 in-person meetings with staff) 20 $ 3,500 Task 8:Public Meetings(3 meetings with Historic Site Preservation Board,presentation to City Council;includes preparation of 20 20 4 4 $ 7,400 presentation materials) Total Hours per person 296 2S6 408 92 176 Total Fees per person $ 51,800 $ 38,400 $ 30,600 $ 13,800 $ 13,200 $ 120,800 $ 13,800 $ 13,200 $ 147,800 $ 147,800 COST PROPOSAL Palm Springs Historic Resources Survey and Update, Response to RFP #16-14 April 10, 2014 HISTORIC RESOURCES GROUP Q 04 EXHIBIT "B" INSURANCE PROVISIONS Including Verification of Coverage, Sufficiency of Insurers, Errors and Omissions Coverage, Minimum Scope of Insurance, Deductibles and Self-Insured Retentions, and Severability of Interests (Separation of Insureds) 103 INSURANCE 1. Procurement and Maintenance of Insurance. Consultant shall procure and maintain public liability and property damage insurance against all claims for injuries against persons or damages to property resulting from Consultant's performance under this Agreement. Consultant shall procure and maintain all insurance at its sole cost and expense, in a form and content satisfactory to the City, and submit concurrently with its execution of this Agreement. Consultant shall also carry workers' compensation insurance in accordance with California workers' compensation laws. Such insurance shall be kept in full force and effect during the term of this Agreement, including any extensions. Such insurance shall not be cancelable without thirty (30) days advance written notice to City of any proposed cancellation. Certificates of insurance evidencing the foregoing and designating the City, its elected officials, officers, employees, agents, and volunteers as additional named insureds by original endorsement shall be delivered to and approved by City prior to commencement of services. The procuring of such insurance and the delivery of policies, certificates, and endorsements evidencing the same shall not be construed as a limitation of Consultant's obligation to indemnify City, its elected officials, officers,agents,employees,and volunteers. 2. Minimum Scope of Insurance. The minimum amount of insurance required under this Agreement shall be as follows: 1. Comprehensive general liability and personal injury with limits of at least one million dollars ($1,000,000.00)combined single limit coverage per occurrence and two million dollars($2,000,000)general aggregate; 2. Automobile liability insurance with limits of at least one million dollars ($1,000,000.00) per occurrence; 3. Professional liability (errors and omissions) insurance with limits of at least one million dollars ($1,000,000.00)per occurrence and two million dollars($2,000,000)annual aggregate is: required is not required; 4. Workers' Compensation insurance in the statutory amount as required by the State of California and Employer's Liability Insurance with limits of at least one million dollars$1 million per occurrence. If Consultant has no employees, Consultant shall complete the City's Request for Waiver of Workers' Compensation Insurance Requirement form. 3. Primary Insurance. For any claims related to this Agreement, Consultant's insurance coverage shall be primary with respect to the City and its respective elected officials, officers, employees, agents, and volunteers. Any insurance or self-insurance maintained by City and its respective elected officials, officers, employees,agents,and volunteers shall be in excess of Consultant's insurance and shall not contribute with it. For Workers' Compensation and Employer's Liability Insurance only,the insurer shall waive all rights of subrogation and contribution it may have against City,its elected officials, officers,employees,agents,and volunteers. 4. Errors and Omissions Coverage. If Errors&Omissions Insurance is required, and if Consultant provides claims made professional liability insurance, Consultant shall also agree in writing either(1) to purchase tail insurance in the amount required by this Agreement to cover claims made within three years of the completion of Consultant's services under this Agreement, or(2) to maintain professional liability insurance coverage with the same carrier in the amount required by this Agreement for at least three years after completion of Consultant's services under this Agreement. Consultant shall also be required to provide evidence to City of the purchase of the required tail insurance or continuation of the professional liability policy. 5. Sufficiency of Insurers. Insurance required in this Agreement 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 otherwise acceptable to the City. 104 6. Verification of Coverage. Consultant shall furnish City with both certificates of insurance and endorsements, including additional insured endorsements, effecting 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 Na"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 Na" 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 the required documents prior to the commencement of work shall not waive the Consultant's obligation to provide them. 7. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City prior to commencing any work or services under this Agreement. At the option of the City, either (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions with respect to the City, its elected officials, officers, employees, agents, and volunteers; or(2) Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, and defense expenses. Certificates of Insurance must include evidence of the amount of any deductible or self-insured retention under the policy. Consultant guarantees payment of all deductibles and self-insured retentions. 8. Severability of Interests (Separation of Insureds). This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability. 105