City of San Gabriel STAFF REPORT
DATE: June 1, 2021
TO: Honorable Mayor and City Council
FROM: Mark Lazzaretto, City Manager
BY: Domenica Megerdichian, Acting Community Development Director Samantha Tewasart, Planning Manager
SUBJECT: Professional Services Agreement with William Hezmalhalch Architects (WHA) for Architectural, Urban Design, and Historic Preservation Professional Services
SUMMARY On January 4, 2021, the City of San Gabriel issued a Request for Proposals (RFP 21-01) for a qualified firm to provide architectural, urban design, and historic preservation professional services. The City received six proposals and William Hezmalhalch Architects (WHA) best met the criteria outlined in the RFP.
Staff recommends that the City Council approve the Professional Services Agreement with William Hezmalhalch Architects (WHA) and authorize the City Manager to execute said agreement and issue a purchase order in the amount of $40,000.
BACKGROUND AND ANALYSIS
In 2000, the City Council approved the selection of consulting firms to assist the different City departments with specialized city services. A review of the Planning Division’s current contract agreements showed that a Request for Proposals (RFPs) has not been issued for architectural services since 2009. As the City continues to update its agreements for various services, the Planning Division began the process for updating its architectural and preservation services contract.
On January 4, 2021, an RFP was issued (Attachment A) seeking qualified consulting firms to assist the City with architectural, urban design, and historical preservation professional services for a three-year period. The RFP was issued to 20 firms and posted on the American Planning Association and American Institute of Architects websites. Six architectural firms responded to the RFP and submitted proposals, including Architectural Resources Group, KTGY Architecture + Planning, OMGIVNING, ONYX Architects (City’s current firm), RRM Design Group, and WHA. Of the six firms, four firms were selected to interview with City staff, including the Planning Manager, Senior Planner, and Assistant Planner.
1 Single-Family Multi-Family Commercial / Industrial Mixed-Use
First Round
ONYX $ 1,250 $ 1,500 $ 1,800 $ 1,800
WHA $400 - $800 $1,000 - $1,600 $800 - $1,600 $800 - $1,600
Omgivning $ 1,160 $ 3,560 $ 1,780 $ 4,100
RRM $1,700 - $2,500 $2,500 - $3,500 $2,500 - $3,500 $2,500 - $4,000
Resubmittal (Each)
ONYX $ 700 $ 800 $ 1,000 $ 1,000
WHA $200 - $400 $ 400 $ 400 $ 400
Omgivning $ $ $ $
RRM $500 - $800 $500 - $1,000 $500 - $1,000 $500 - $1,000
The firms were evaluated based on their proposals, qualifications and experiences, including working with boards and commissions and providing design and preservation assistance to a diverse community as an extension of City staff. Of the four firms selected to interview, three of the firms had architectural experience with cities throughout the San Gabriel Valley. Amongst the three firms, WHA best met the criteria outlined in the RFP and offered the lowest proposed costs. WHA has regional experience working with the San Gabriel Valley community on projects in the cities of Pasadena, Alhambra, and Azusa. WHA is a firm comprised of over 100 professionals, including multiple qualified licensed architects with offices in Long Beach, Newport Beach and San Ramon. WHA offers diverse architectural experience, including notable historic property experience. WHA will sub-consult with JM Research & Consulting as part of their team. JM Research & Consulting, includes a qualified historian/architectural historian with experience working with multiple municipalities, including the cities of Covina, Riverside, and San Jacinto.
As part of the RFP process, City staff considered selecting two firms to provide services to the City. However, after further discussions about how to distribute the projects, whether by project types (e.g. residential versus commercial) or administrative level review versus public meetings, it was determined that the distribution would not be balanced and would prove to be difficult to manage for consistency. This RFP process has allowed City staff to become more familiar with the different architectural firms that are currently offering architectural and preservation services to municipalities and has allowed City staff to re-evaluate the needs of the City and the cost estimates for the services rendered. Awarding this contract means that the City will be changing firms. City staff recognizes this change and that there will be a slight transition. However, given the selected firm’s experience City staff is excited to bring them onboard.
2 Historically, a professional services agreement for architectural services was executed for a two-year period at a not-to-exceed yearly amount. In 2012, the method of payment was changed to a retainer system, whereby the firm bills the City in twelve installments, each not to exceed one-twelfth of the contract amount, to help reduce the invoice preparation time and allow the firm to focus on its core mission of providing design consultation. Prior to the retainer system, the method for payment was based upon receipt of a detailed invoice, including the address for each project and the total number of hours, by employee, for whom services are being charged. In 2013, the City initiated a deposit base fee for architectural and preservation services in addition to the City’s application fees. Under the proposed contract, the fee will be a not-to-exceed yearly amount and the consultant will provide itemized billing based on agreed upon staffing rates.
FISCAL IMPACT
Staff recommends a fee at a not-to-exceed amount of $40,000 yearly for a three-year period, inclusive of all costs and services through June 1, 2024.
RECOMMENDATION
The Community Development Department recommends that the City Council:
1. Approve the Professional Services Agreement with William Hezmalhalch Architects (WHA) (Attachment B), and authorize the City Manager to execute said agreement and issue a purchase order in the amount of $40,000.
ATTACHMENTS
A. RFP 21-01 B. Professional Services Agreement a. Exhibit A. Scope of Work William Hezmalhalch Architects (WHA) Proposal
3 ATTACHMENT A
CITY OF SAN GABRIEL REQUEST FOR PROPOSALS (RFP) RFP-21-01 ARCHITECTURE, URBAN DESIGN, HISTORIC PRESERVATION
Release Date: January 4, 2021 Closing Date: February 2, 2021 at 5:00 p.m. PST RFP Number: #21-01 Architecture, Urban Design, Historic Preservation Contact Person: Samantha Tewasart Planning Manager City of San Gabriel 425 S. Mission Drive San Gabriel, CA 91776 626-308-2800 Ext. 4623 or by email at [email protected]
To be considered, three (3) bound copies and one (1) electronic copy of a proposal must be received by 5:00 PM PST, February 2, 2021 in a sealed envelope plainly marked with the proposal title, RFP number, proposer name, and time and date of the proposal opening. Please send proposals to:
City Clerk City of San Gabriel 425 Mission Dr. San Gabriel, CA 91776
4 The City will not be responsible for late or lost proposals or accept proposals that fail to be delivered to the specified physical address by the specified date and time.
I. INTRODUCTION
The City of San Gabriel (“City”) is requesting proposals from qualified consultants (“consultant”) to provide architectural and historic, cultural preservation services as needed for the purpose of improving, development, and enhancement, such as consultation, reconnaissance, research, and planning.
I. CURRENT DESIGN PROGRAMS
The City has a rich heritage of architectural and garden design, and values that heritage, as seen in its historic Mission District. The City has begun a series of programs to improve the commercial districts and increase the street tree plantings throughout the city, but the core of the city is its residential neighborhoods.
The City of San Gabriel has four design guidelines developed in the early 2000s to enhance the creative process. The four design guidelines, include Single-Family, Multi-Family, Commercial, and the San Gabriel Village Design Strategy. The use of a few concise principles and many photographs makes the guidelines interesting and instructive. The City is committed to good design, with the understanding that each project can influence the environment for a very long time. The design guidelines are part of the City’s commitment to encouraging environmental responsibility.
As the City moves from its 18th century origins into the 21st century, it looks forward to improving its surroundings by encouraging high quality development. Design guidelines are an important tool in achieving that improvement.
At the project level, these design standards and guidelines are intended to encourage development that accommodates its users’ needs while contributing to an attractive environment. For businesses, this leads to a vibrant setting, recognizing that good design is good business, while neighboring businesses can be hurt or helped by the appearance of the business next door as well as the surrounding neighborhood. Respect for context is central to this historic city's purpose, but it should never discourage striving above that context. Even the smallest improvement of an existing property is welcome, and it is not the City's intent to require an increase in a project's scope through use of these guidelines.
The City of San Gabriel last updated its General Plan in 2004. The General Plan encourages the preparation of design strategies to enhance, preserve, and protect neighborhood centers. This document contains an abbreviated summary of the City’s adopted goals, targets and actions that remain relevant today. Key among these are the following:
5 General Plan Policy:
The City’s General Plan includes a Land Use, Economic Development, and Community Design chapters with the following Goals, Targets and Actions:
GOAL 1.1: Preserve the neighborhoods by preserving those things that give them character, cohesion, and quality of life.
GOAL 1.3: Set standards for new homes that respect the scale of their surroundings.
GOAL 1.4: Encourage the sensible transition of properties in multi-family neighborhoods in realizing their potential to provide quality housing opportunities.
GOAL 1.5: Support new development that efficiently and effectively combines residential and commercial uses.
GOAL 1.6: Ensure that new development is appropriately and sensitively buffered from its neighbors.
GOAL 4.1: Create a vibrant business community
Target 4.1.1: Revitalize declining commercial areas through the use of redevelopment, and other available rehabilitation means.
Action 4.1.1.4: Proactively work with developers to build developments that help activate the street.
Action 4.1.1.5: Plant street trees to beautify the commercial corridors.
GOAL 10.1: Create an expectation that San Gabriel will accept nothing less than the highest quality in architecture, in landscape design, and in streetscape.
GOAL 10.2: Build on the history and culture of San Gabriel in defining future design directions.
Target 10.2.2: Require all new construction in the Mission District to be guided by an independent historic preservation architect hired by the City.
Target 10.2.3: Require new landscape design features in the Mission District to employ native and ornamental plantings with strong historical symbolism.
Target 10.2.4: Accept only that new architecture in the Mission District that applies historical precedents, protects the integrity of historic resources and the view corridors by which they are observed, and enhances the capability of the district to function as both a neighborhood commercial center and a thriving residential community.
GOAL 10.3: Create designs that live and breathe with San Gabriel’s neighborhoods as they themselves live and breathe. 6 Target 10.3.1: Encourage a wider variety of architectural styles (except in historic districts) in new residential and commercial construction, consistent with the City’s design guidelines.
Target 10.3.2: Avoid monumentality (mansionization) in residential development by encouraging designs that are horizontal than vertical, are asymmetrically rather symmetrically (classically) arrayed, and emphasize a refinement of building masses rather than a single large, rectangular building mass.
Target 10.3.3: Encourage the application of sustainable design principles and materials that do not consume irreplaceable resources.
GOAL 10.4: Design the necessary features of urban life so that they contribute to the community rather than detract from it.
Target 10.4.1: Require that all new utilities be placed underground unless impractical or cost- prohibitive, in which case a fee shall be paid to a citywide fund to pay for future undergrounding of utility lines.
Target 10.4.2: Require that all new developments screen utility structures with a combination of landscaping, berming, walls, screens, or other features designed to blend with the architecture and landscape amenities of the site. For the purposes of this target, utility structures include utility box, traffic signal controllers, cable television boxes, Edison transformer boxes and vaults.
Target 10.4.3: Require group mailboxes to be designed with full architectural treatment that complements the colors, textures, and materials of the buildings, and is approved by the U.S. Post Office for compliance with postal regulations.
Target 10.4.4: Require developers to pay fair share for the cost of higher quality ornamental street lighting, traffic signals, and other features designed to meet the standards established by design guidelines, specific plans, and other adopted design strategies of the City.
GOAL 10.5: Build on existing neighborhood centers in such a way as to reinforce their value to the neighborhood.
GOAL 10.10: Make the quality of landscape design a fundamental component of all decision- making for new development.
GOAL 10.11: End sign clutter in San Gabriel
GOAL 10.13: Require development to provide architectural and public art amenities.
Target 10.13.1: Require all new development of greater than 100,000 square feet (gross area) to provide public art integral to the project, including but not limited to: historical interpretation exhibits, murals, sculptural elements, enhanced architectural treatment showing unique craftsmanship.
7 Target 10.13.2: Require all new construction projects to provide textured paving to distinguish pedestrian and vehicle areas, public vs. private spaces, and other features.
Target 10.13.3: Require all new projects involving or adjacent to historic and cultural sites to incorporate historically appropriate design elements, interpretative art or history exhibits that help relate the new development of San Gabriel’s rich and diverse history.
GOAL 10.14: Design for pedestrian safety and comfort.
Target 10.14.1: Separate high volume or high-speed traffic from pedestrian sidewalks by landscaping and/or berming.
GOAL 10.16: Recognize the intrinsic value of alleys, and enhance their potential to contribute to San Gabriel neighborhoods.
Target 10.16.1: Require new and renovated buildings to provide full architectural and landscape treatment along alleys.
GOAL 10.17: Respect the value of historic landmark structures by requiring that the design of adjoining buildings embrace them.
GOAL 10.18: Respect the historic and environmental value of existing waterways, including flood control channels, and considers these as assets to enhance.
GOAL 11.1: Preserve and protect valuable but threatened resources.
Target 11.1.1: Preserve existing historically significant structures, i.e., pre- and post-statehood artifacts, adobes, Mission-era outbuildings and structures.
Target 11.1.2: Study existing public policy and practice to determine their effect on preservation goals and where existing policy conflicts, work to effect necessary changes.
Target 11.1.3: Use the principles and practices of land use planning, historic preservation, archeology, art history, anthropology and history to promote preservation and adaptive reuse of cultural resources.
GOAL 11.2: Celebrate San Gabriel’s connection to the culture of the Tongva People.
GOAL 11.4: Diminish imminent threats to San Gabriel’s Heritage.
GOAL 11.5: Protect and conserve our historic adobes.
GOA: 11.9: Preserve and protect our cultural landscapes from damage and degradation.
II. AVAILABLE RESOURCES
8 Document/Source Location City of San Gabriel http://sangabrielcity.com/DocumentCenter/View/733/GENERAL-PLAN- General Plan FOR-WEB?bidId=
City of San Gabriel http://www.sangabrielcity.com/DocumentCenter/View/5526/San-Gabriel- Zoning Map corrected-zoning-map--2015?bidId=
City of San Gabriel http://sangabrielcity.com/DocumentCenter/View/1645/VBSP-as- Valley Boulevard amended-01-15-2013?bidId= Specific Plan City of San http://sangabrielcity.com/DocumentCenter/View/365/MDSP?bidId= Gabriel Mission District Specific Plan City of San http://www.sangabrielcity.com/DocumentCenter/View/364/SingleFamily Gabriel Design DesignGuidelines_Sept_2010?bidId= Guidelines – Single-Family Residential City of San https://www.sangabrielcity.com/DocumentCenter/View/363/Multifamily Gabriel Design DesgnGuidelines_Sept_2010?bidId= Guidelines – Multi-Family Residential City of San https://www.sangabrielcity.com/DocumentCenter/View/362/Commercial Gabriel Design DesignGuidelines_Sept_2010?bidId= Guidelines – Commercial City of San https://www.sangabrielcity.com/DocumentCenter/View/2183/Fairview- Gabriel Village Urban-Design-Strategy-sm--FINAL-2-27-12?bidId= Design Strategy City of San https://www.sangabrielcity.com/DocumentCenter/View/361/Appendix- Gabriel Design 10Aug2010?bidId= Guidelines – Sustainable Materials Appendix
III. PROJECT NEED
The City of San Gabriel is seeking the services of an outstanding architecture, urban design, and historic preservation firm to serve as a consultant City Architect. The successful candidate firm will assist City Staff primarily with the design review process. The scope of services will be for three years, with the possibility of certain tasks resulting in a continuing services agreement with the City. The volume of work will be determined by the number and type of applications submitted to the City of San Gabriel which require architectural review. There is no guaranteed level of work implied.
9 A. Other Information 1. Expenses There is no expressed or implied obligation for the City to reimburse responding firms for any expenses incurred in preparing proposals in response to this request.
2. Federal Non-Debarment, Non-Discrimination, Conflict of Interest a. The selected firm must not be on the federal debarred list. b. The selected firm must comply with all local, state, and federal laws relating to non-discrimination. c. The selected firm must not have any real or apparent conflicts of interest either with the City, City staff or City Councilmembers or with any of its own vendors relating to this proposal.
3. Proposals Submitted a. Materials submitted by respondents are subject to public inspection under the California Public Records Act (Government Code Sec. 6250 et seq.), unless an exemption applies.
b. The City reserves the right to retain all proposals submitted and to use any ideas in a proposal, regardless of whether that proposal is selected. Submitted proposals are not to be copyrighted.
c. Submission of a proposal indicates acceptance by the firm of the conditions contained in this Request for Proposals, unless clearly and specifically noted in the submitted proposal and confirmed in the contract between the City and the firm selected. The Consultant by submitting a response to this RFP waives all right to protest or seek any legal remedies whatsoever regarding any aspect of this RFP. The City may choose to interview one or more of the firms regarding this RFP.
d. No individual or business entity of any kind shall be allowed to make or file, or to be interested in more than one proposal, except an alternative proposal when specifically requested; however, an individual or business entity that has submitted a sub-proposal to a proposer submitting a proposal, or who has quoted prices on materials to such proposer, is not thereby disqualified from submitting a sub-proposal or from quoting prices to other proposers submitting proposals.
4. Rights of City This RFP does not commit the City to enter into a contract, nor does it obligate the City to pay for any costs incurred in the presentation and submission of proposals or in anticipation of a contract.
The City reserves the right to amend the RFP prior to the final proposal submittal date. Any amendments will be issued to all prospective firms who have registered their intent to respond with the City and will also be posted on the City’s website.
10 The City may, but need not, request additional information or clarifications from a prospective firm. Such request will establish a date by which the firm may submit a supplement to its proposal. Any supplement received by the date established will be deemed an integral part of the firm’s proposal.
The City reserves the right to: a. Make a selection based on its sole discretion / evaluation of proposals; b. Reject any or all proposals prior to the execution of the contract(s), with no penalty to the City of San Gabriel; c. Waive non-material irregularities or information in the RFP; d. Accept or reject any item or combination of items; e. Modify or cancel the RFP; f. Remedy technical errors in the RFP process; g. Accept other than the lowest offer; h. Waive minor irregularities or technical deficiencies in submitted proposals. i. Postpone proposal openings for its own convenience. j. Change the RFP schedule or issue addenda to the RFP at any time. k. Cancel or reissue the RFP. l. Retain all proposals for a period of 60 days for examination and comparison. m. Determine the competence and responsibility, professionally and/or financially, of proposers. n. Negotiate with more than one firm should negotiations with the selected firm be terminated or to negotiate with more than one firm simultaneously. o. Void the proposal response and eliminate the firm(s) from further consideration for any material misrepresentations made by the firm(s).
5. Indemnification Consultant shall indemnify, and hold harmless City, its officers, employees and agents, from and against loss, injury, liability, or damages to the extent caused by any negligent act or omission to act by Consultant or Consultant's officers, employees, or agents. Consultant's duty to indemnify does not extend to the damages or liability caused by City's negligence or willful misconduct.
6. Insurance Consultant shall provide the following coverages: (a) Commercial general liability insurance written on an occurrence basis, in the amount of $1,000,000 combined single limit per occurrence for bodily injury, personal injury, and property damage. The insurance policy shall be amended to provide that the general aggregate limit applies separately to the work under this Agreement, or the general aggregate limit shall be twice the required per occurrence limit. (b) Business automobile liability insurance shall be provided for all owned, non- owned, and hired automobiles, in the amount of $1,000,000 combined single limit per accident for bodily injury and property damage. (c) Workers' Compensation insurance as required by the Labor Code of the State of California with the statutory limits required by the Labor Code and Employers Liability for $1,000,000 per accident for bodily injury or disease. Consultant and subcontractors shall cover or insure their employees working on or about the site, 11 regardless of whether such coverage or insurance is mandatory or merely elective under the law. (d) Professional liability insurance covering loss resulting from errors or omissions of Consultant with a liability limit of $1,000,000 per claim and in the aggregate.
Consultant shall comply with all insurance provisions as contained in the Professional Services Agreement.
B. Contract Performance
1. Ability to Perform The Firm warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with any and all federal, state, county, city, and special district laws, ordinances, and regulations.
2. Work Delays Should the Firm be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City's sole option, be extended for such periods as may be agreed upon by the City and the Firm. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same.
3. Inspection The Firm shall furnish City with every reasonable opportunity for City to ascertain that the services of the Firm are being performed in accordance with the requirements and intentions of this contract. All work done and all materials furnished, if any, shall be subject to the City's inspection and approval. The inspection of such work shall not relieve Firm of any of its obligations to fulfill its contract requirements.
4. Audit The City shall have the option of inspecting and/or auditing all records and other written materials used by Firm in preparing its invoices to City as a condition precedent to any payment to Firm.
5. Copies of Reports and Information If the City requests additional copies of reports, drawings, specifications, or any other material in addition to what the Firm is required to furnish in limited quantities as part of the work or services under these specifications, the Firm shall provide such additional copies as are requested, and City shall compensate the Firm for the costs of duplicating of such copies at the Firm's direct expense. 12
6. Attendance at Meetings and Hearings Part of the work scope includes attendance by the Firm at hearings before the Design Review Commission, Historic Preservation and Cultural Resource Commission, and City Council as well as informal meetings to discuss its findings and recommendations. Firm shall attend as many "working" meetings with staff as necessary in performing work scope tasks.
Following selection of the successful consultant, contract negotiations will include a review and approval by the City Attorney, who may ask for specific modifications.
II. ANTICIPATED SCHEDULE FOR RFP
The following is the anticipated schedule of key dates for the proposal process. The City reserves the right to modify the schedule and will make every effort to provide reasonable notice to proposers in the event of schedule changes.
RFP issued January 4, 2021 Deadline to submit written questions January 15, 2021 Responses to questions issued January 22, 2021 Proposals due February 2, 2021 by 5:00 p.m. PST Interviews Week of February 8, 2021 Contract approved by City Council February 15, 2021 Project kickoff February 23, 2021
There will be no pre‐bid meeting for this proposal. Any questions regarding this RFP must be sent by 5:00 p.m. on Friday, January 15, 2021. Requests for clarification/questions received after this deadline will not be answered. Such requests for clarification should be kept to a minimum due to the short response time for proposals. Clarifications/questions regarding the RFP should be directed in writing via email or letter only to the designated contact person. Only questions that have been resolved in writing will be binding. Telephone communications with City staff are not encouraged, but will be permitted. Oral and other interpretations or clarifications will be without legal or contractual effect. All proposals will be opened and declared publicly.
III. DESCRIPTION OF THE CITY
A. The City of San Gabriel
San Gabriel is located approximately 10 miles northeast of the City of Los Angeles within the western San Gabriel Valley sub region of the greater Los Angeles metropolitan area and was incorporated in 1913 as a general law city which operates under the council- manager form of government. The City Council is comprised of five members who are elected at large serving a staggered term of four years. The City provides a full range of municipal services including police and fire protection, engineering and planning, street maintenance, traffic control, code enforcement, parks and recreation services, and general administrative activities. Today, San Gabriel is an ethnically and socio-economically diverse city. It is a built-out community and, as a result, new development is almost entirely adaptive 13 reuse, intensification, and replacement. It has not experienced significant population growth since the 1990s, a decade during which the City grew by 7.3 percent and added nearly 2,700 new residents. During the 2000s, San Gabriel’s population increased by only 0.3 percent. The City encompasses 4.1 square miles of predominately flat land area with a population of 41,255 and is developed with a mix of residential and commercial uses, as well as limited institutional, industrial and parkland uses.
Residential areas are nearly fully developed at low to moderate intensities, depending upon the area and type of land use. Less than one percent (1%) of the City’s land is vacant. Most of the residential development in the City is single-family homes on approximately 7,500 square foot lots. The City's demographics are comparable to the neighboring Cities of Alhambra, Monterey Park, Rosemead and Temple City, but its population of slightly over 40,000 is somewhat smaller than its neighbors.
B. The Planning Division Staff: The Planning Division is one of four divisions of the Community Development Department, which consists of: Planning, Building, Neighborhood Improvement Services (code enforcement) and Economic Development and is staffed with a Planning Manager, a Senior Planner, an Associate Planner (currently vacant), an Assistant Planner and a part-time intern.
C. City Contact The consultant’s principal contact with the City will be Samantha Tewasart, Planning Manager. Ms. Tewasart will coordinate the day-to-day assistance to be provided by the City to the consultant.
IV. SCOPE OF SERVICES REQUESTED:
SCOPE OF SERVICES TO BE PERFORMED
Project Initiation. The consultant will attend a kickoff meeting with City staff to further define roles and responsibilities, and paths of communication; to review and receive available project information; and to refine the work program.
1. ARCHITECTURAL AND DESIGN REVIEW ASSISTANCE
Provide architectural and historic preservation assistance to Planning Division staff in reviewing architectural, signage, and site plan components of the City’s Precise Plan of Design process.
The consultant will review and comment on project plans within a 14-day timeframe; meet with property owners and applicants alongside staff; provide reports and alternative design illustrations; and analyze and make specific recommendations in the form of clear, concise conditions of approval or recommended changes. The consultant will serve as staff to the Design Review Commission at monthly meetings (typically one per month), Historic Preservation and Cultural Resource Commission at quarterly meetings (potential of special meetings), and work 14 closely with the City’s Landscape Architecture consultant. Responsibility may also include focused education of Design Review Commission and Historic Preservation and Cultural Resource Commission members concerning the elements and principles of good design; architectural history; preservation and adaptive reuse practices.
Projects to be reviewed include new single-family residences and second floor additions, multi- family residences, mixed-use, and commercial developments. The consultant will utilize its creativity, experience and qualifications to assist applicants in providing architectural plans that accomplish the goals of the City’s design guidelines, specific plan standards, general plan standards, and codes.
The consultant may also review and provide comments on advance planning projects. As part of implementing the City’s General Plan, the Planning Division seeks to make future updates to the Zoning Code and seeks to find an architecture, urban design, and historical preservation firm that is creative and experienced in these subject matters.
2. ROUNDTABLE WORKSHOPS AND DESIGN TRAINING
Training has been provided to the design community in the past on topics such as the Mission District Specific Plan architectural styles, Valley Boulevard Specific Plan, and presentation of the City’s Single Family design guidelines. The consultant may also review and provide comments on the advance planning projects.
3. SPECIALIZED DESIGN SERVICES
The City may choose to have the City Architectural firm perform specialized design services under a separate budget funded by the requesting City Department for small projects. In the past, such small projects have included re-designing walls, screening of roof top equipment in the historic Mission District, and minor additions to historic buildings. From time to time consulting assistance is provided this contract to private property owners when unique City resources such as Mission San Gabriel, or one of the three pre-1850 adobe structures remaining in San Gabriel.
V. BASIS FOR COMPENSATION
A. The City will receive competitive proposals from firms having specific experience and qualifications in the areas identified in this RFP. Under competitive negotiation procedures, the terms of the service contract, the price of the service, the method of service delivery, and the conditions of performance are all negotiable. A negotiated contract will be awarded to the firm that best meets the proposed needs at a reasonable price, not necessarily at the lowest price.
The City will pay the consultant for those services described in Section IV (scope of work) contained within the agreement. For additional services required after the inception of the agreement, written approval by the City is required in advance of such services being rendered, for which a fee will be paid based on the firm’s quoted hourly rates.
15 B. The firm may submit itemized bills for their services at the end of each calendar month period in which accumulated unbilled charges exceed $1,000.00. The City will promptly review and act upon these bills.
PART 2 - PROPOSAL REQUIREMENTS AND INFORMATION
I. PROPOSAL REQUIREMENTS
Respondents are asked to submit one electronic copy and three (3) copies of their proposals in an 8 ½” x 11” format, in sufficient detail to allow for a thorough evaluation and comparative analysis.
The following minimum information should be provided in each proposal and will be utilized in evaluating each proposal submitted. To expedite the evaluation of proposals, the proposal must be no longer than 30 pages (not including resumes). The content and sequence of the information contained in each copy of the proposal shall be separated into sections as follows:
Proposal Format and Contents
A. Cover Letter ‐ Provide an original cover letter signed by an officer authorized to contractually bind your firm. The cover letter should also include: the identification of the firm, including the name, address and telephone number of the firm; proposed working relationship among the firm and any subfirm(s), if applicable; name, title, address and telephone number of a contact person during the proposal evaluation period; the name and contact information for the individual who will serve as project manager; and, a statement to the effect that the proposal shall remain valid for a period of not less than ninety (90) days from the date of submittal. Include a brief understanding of the work to be done and commitment to perform the work. Describe why you are best qualified to perform the requested services.
B. Firm Qualifications ‐ Provide a brief overview of the firm(s) profile, including size and organization, function, capabilities, and philosophy, focusing on the specific needs identified in this proposal. The proposal should document the specific communities in which the consultant has provided architectural review services, their qualifications in working with various municipal departments, commissions, elected officials, and community members, and a description of any special services, expertise, or abilities that the firm(s) can utilize in the performance of the services described herein.
C. Firm Experience ‐ Provide a listing of at least three (3) cities within which work or selected tasks have been performed within the past five (5) years that are of a similar nature to the services requested herein. Name and description of the project shall be provided, and a specific reference person to contact.
D. Project Leadership ‐ Designate the individual who will be the primary point person with City staff and oversee the scope of work. Describe the Project leader’s qualifications, outline their primary responsibilities, and provide examples of relevant projects of similar 16 scope and size that demonstrate the Project leader’s ability to successfully oversee projects that are completed on time and within the budget.
E. Project Team ‐ Include precise designation of responsible principals and project manager, the designation of an alternate project manager in the event of illness or other occurrence prevents the project manager from overseeing the contract. Provide an organization chart that identifies the key members of the project team, their firm, title, and assigned role within the project team. Briefly summarize the major responsibilities of each team member and the primary tasks they will be working on. Include resumes for all team members that highlight relevant projects and qualifications to complete the tasks assigned. The City of San Gabriel reserves the right to accept the proposal team in full or to restructure teams as necessary for the best possible result.
F. Sub-Consultants - List all sub-consultants proposed for this project and include their qualifications and specific responsibilities.
G. Approach and Work Plan ‐ Provide a written narrative describing the consultant team’s approach and work plan for completing the scope of work. The narrative should identify the designated team member(s) responsible for completing the work, deliverables, and the timeframe for completion. Include an explanation of any division of work proposed between the consultant and the City.
H. Fees ‐ Provide a list of hourly rates for all team members.
I. Ownership of City-Related Documents - All proposals, inquires, responses, or correspondence related to or in reference to this request for proposals, and all reports, charts, displays, schedules, exhibits, and other documentation submitted by the consultant will become the property of the City when received. The City of San Gabriel is subject to California law regarding the disclosure of public records. Consultants must clearly identify any information they regard as proprietary in the proposal. Any such information should be marked “Proprietary” or “Confidential.” Information that is proprietary within the meaning of California law will be withheld from any public records requests. All other information is subject to disclosure. All property rights, including publication rights of all reports produced by proposer in connection with services performed under this agreement shall be vested in the City of San Gabriel.
J. Professional Services Agreement - Upon identification of a preferred provider, the City will request a Professional Service Agreement subject to negotiation of precise work program, terms of payment, and other City requirements of the City Attorney. The proposer to whom award is made shall execute a Professional Service Agreement with the City within ten (10) calendar days after notice of the award has been sent by mail to it at the address given in its proposal. A copy of the City’s standard Professional Service Agreement has been attached to the RFP for reference.
17 K. Exceptions/Deviations - State any exceptions to or deviations from the requirements of this RFP, Segregating "technical" exceptions from "contractual" exceptions. Where Proposer(s) wishes to propose alternative approaches to meeting the City’s technical or contractual requirements, these should be thoroughly explained. If no contractual exceptions are noted, Proposer(s) will be deemed to have accepted the contract requirements.
L. City’s Obligation to Award a Contract - Issuance of this RFP and receipt of proposals does not commit the City of San Gabriel to award a contract.
II. EVALUATION PROCESS
In reviewing the proposals, a city review team will use the following criteria (not in ranked order):
• Experience and qualifications of the specific individuals who will work on the project, including experience with architecture and urban design, with special emphasis on historic preservation and redevelopment. • Experience in municipal design review programs and the ability to perform impromptu sketch studies to assist developers, contractors, and homeowners with improving their design submittals. • Experience working in older, built-out communities with potential historic preservation applications and the ability to successfully integrate new buildings into an existing urban environment. • Knowledge of California preservation laws and practices, environmental review, Secretary of the Interior Standards, adaptive reuse, funding, and incentive programs and processes. • Familiarity with Mills Act and other tax incentive programs. • Knowledgeable about the historic preservation component of the California Environmental Quality Act. • Amount and quality of time key personnel will be involved in their respective portions of the project. • Qualifications of key personnel, including principal(s), project manager(s), and other individuals pertinent to the project's success, must include a licensed architect who meets and/or exceeds the Secretary of the Interior’s Professional Qualifications Standards in historic architecture, as defined by the National Park Service (36 CFR 61). • Team members’ experience and demonstrated ability to work well with community groups, and City staff. • References (particularly local government references) and relevant work performed for those references. • Consultant’s understanding of the Scope of Services. • Consultant’s detailed work plan to complete services. • Overall quality of response to RFP - How thoroughly the proposal responds to the issues, concerns, and evaluation criteria contained in this RFP. • The specific method and techniques including software to be employed by the consultant on the project. • Overall project timeframe. • Demonstrated ability to provide clear and compelling presentations to community members, commission members, and elected officials.
18 • Demonstrated ability to deliver reports that exhibit excellent writing quality and use of high‐ quality graphic design that communicate clearly and are engaging and accessible to the general public. • Demonstrated ability to produce a timely and high quality product. • Interview presentation. • Proposed cost estimate. • Cost-effectiveness as demonstrated by a clear and consistent commitment to cost containment and fair play with respect to the needs of customers.
Those firms ranked highest will be asked to make oral presentations to supplement the proposal. These presentations would be held subsequent to the receipt of the proposals and will be part of the process for determining the qualifications of the proposers. This presentation will provide consultants the opportunity to detail their work plan, experience and approach to ensure thorough and mutual understanding. All expenses incurred by the consultant for participating in the presentations will be the responsibility of the proposer. The oral presentation may result in the rejection of the proposal by the City. The selected teams will be notified the week of February 2, 2021 to schedule an interview. Interviews are expected to take place during the week of February 8, 2021. After a consultant is selected, the City staff will initiate final contract negotiation. If an agreement on the fee cannot be reached, the City reserves the right to end negotiations and enter negotiations with another firm. It is anticipated that total screening, interviews, selection process, and contract signatures will be completed by February 15, 2021. The project initiation meeting is anticipated to take place on February 23, 2021.
ATTACHMENTS:
A. Hourly Rates B. References C. Professional Services Agreement (sample)
19 ATTACHMENT A: HOURLY RATES
Proposing Firm:
Contact Name:
Position FY20 Hourly Rate FY21 Hourly Rate
Costs List the costs for all tasks and subtasks described in the plan of work. Include a budget describing total costs and billing rates for staff time and materials. The project will require meetings with City staff and other public hearings. Estimates for meetings should be included in the proposal.
CERTIFICATION I, the undersigned, certify that I am duly authorized to represent the responding firm and am empowered to submit this proposal. In addition, I certify that I am authorized to contract with the City of San Gabriel on behalf of the firm.
Print Name
Signature
Title
Date
20 ATTACHMENT B: REFERENCES
If available, please provide any samples of context work that has been completed by your firm.
Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.
Reference No. 1 Customer Name Contact Individual Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome
Reference No. 2 Customer Name Contact Individual Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome
Reference No. 3 Customer Name Contact Individual Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome
21 The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances.
Do you have any disqualification as described in the above paragraph to declare?
Yes No
If yes, explain the circumstances.
Executed on at under penalty of perjury of the laws of the State of California, that the foregoing is true and correct.
Signature of Authorized Proposer Representative
22
ATTACHMENT D PROFESSIONAL SERVICES AGREEMENT (SAMPLE)
PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF SAN GABRIEL AND ______FOR ______
THIS AGREEMENT (“Agreement”) is made and entered into this ____ day of ______, 2021, by and between THE CITY OF SAN GABRIEL, a municipal corporation hereinafter referred to as “CITY”, and ______, hereinafter referred to as “COMPANY”. Each of the signatories are sometimes herein referred to as “Party”, and collectively as “Parties”.
RECITALS A. In response to a Request for Proposal, COMPANY submitted a proposal to provide CITY with ______(“Project”).
B. CITY determined COMPANY to be qualified for the satisfactory performance of the services required to complete the Project.
C. CITY now wishes to enter into an Agreement with COMPANY for the purpose of providing such Project services as the CITY requires.
NOW, THEREFORE, the Parties mutually agree as follows:
Section 1. PURPOSE. This Agreement sets forth the terms under which COMPANY will provide the services for the full and satisfactory completion of the Project.
Section 2. SCOPE OF SERVICES. COMPANY shall in good workmanlike and professional manner, furnish labor, materials, equipment, tools, skills, services, work and resources necessary or incidental to the performance of the Project (“Scope of Work”). The Scope of Work is more particularly described in Exhibit "A," attached hereto. In the event COMPANY is unable to perform the Scope of Work in a timely manner and the projected schedule included in Exhibit “A” to complete the Scope of Work is materially delayed due to the COVID-19 crisis, COMPANY shall submit a revised Project Schedule to CITY, which CITY may approve, in its sole discretion.
Section 3. CONSIDERATION.
(a) CITY shall compensate COMPANY on a time-and-material basis, contingent on satisfactory performance of the work, a sum not to exceed $_____ for the Scope of Work.
(b) COMPANY shall complete and submit monthly invoices showing the dates of work, description of work performed, and amount of the invoice together with any supporting documentation. CITY shall pay COMPANY within 30 days of the receipt of an invoice.
23
Section 4. TERM.
(a) This Agreement shall be for a period of _____ years from the date of this Agreement to ______. At its sole discretion, CITY may extend the term of the Agreement.
(b) CITY may terminate or cancel this Agreement, in whole or in part, without liability to the CITY, if COMPANY fails to perform in accordance with the requirements of Section 2 - Scope of Services - or in the event of a substantial breach of any of the other terms or conditions hereof. CITY shall provide COMPANY a reasonable opportunity to cure any default prior to terminating or canceling this Agreement.
(c) CITY may terminate this Agreement, in whole or in part, for any reason, by 30 days’ notice in writing at any time. Such notice shall state the extent and effective date of termination and upon the receipt by COMPANY of such notice, COMPANY will, as and to the extent prescribed by CITY, stop work under the Agreement and placement of further purchase orders or subcontracts hereunder, terminate work under purchase order and subcontracts outstanding hereunder, and take any necessary action to protect property in COMPANY'S possession in which CITY, has or may acquire an interest.
Section 5. OWNERSHIP AND INSPECTION OF DATA, REPORTS AND DOCUMENTS.
COMPANY shall deliver to CITY on demand or completion of any project studies, reports, plans, and other materials and documents which shall be the property of CITY. If CITY uses any of the data, reports, and documents furnished or prepared by COMPANY for projects other than the project described in Exhibit "A," COMPANY shall be released from responsibility to third parties concerning the use of the data, reports, and documents. COMPANY may retain copies of the materials. CITY may use or reuse the materials prepared by COMPANY without additional compensation to COMPANY.
COMPANY shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. COMPANY shall allow a representative of CITY during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. COMPANY shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of ______years from the date of final payment under this Agreement.
Section 6. SUBCONTRACTS AND ASSIGNMENTS. COMPANY shall not subcontract or assign responsibility for performance of any portion of this Agreement without the prior written consent of CITY. Except as otherwise specifically approved by CITY, COMPANY shall include appropriate provisions of this Agreement in subcontracts so rights conferred to CITY by this Agreement shall not be affected or diminished by subcontract. There shall be no contractual relationship intended, implied, or created between CITY and any subcontractor with respect to services under this Agreement. 24 Neither Party hereto shall assign, sublet, or transfer interests hereunder without first obtaining written consent from the other Party.
Section 7. INDEPENDENT CONTRACTOR. COMPANY is an independent contractor and not an employee of CITY. Except as CITY may specify in writing, COMPANY shall have no authority, expressed or implied, to act on behalf of CITY in any capacity whatsoever as an agent. COMPANY shall have no authority, expressed or implied, pursuant to this Agreement to bind CITY to any obligation whatsoever.
Section 8. LICENSING. COMPANY represents and declares to CITY that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession and provide the services required under this Agreement. COMPANY represents and warrants to CITY that COMPANY shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval, which is legally required for COMPANY to practice its profession and provide the services required under the Agreement.
Section 9. INDEMNIFICATION. COMPANY shall indemnify, immediately defend with legal counsel approved by CITY, and hold harmless CITY, its officers, officials, employees and volunteers from and against all liability, loss, injury, damages, expense, cost (including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection to any acts or omissions by COMPANY or COMPANY'S officers, employees, or agents, including any negligence, recklessness or willful misconduct by COMPANY or its officers, employees, or agents in the performance of work hereunder, except such loss or damage which is caused by the sole or active negligence or willful misconduct of CITY. Should conflict of interest principles preclude a single legal counsel from representing both CITY and COMPANY, or should CITY otherwise find COMPANY'S legal counsel unacceptable, then COMPANY shall reimburse CITY its costs of defense, including without limitation reasonable legal counsel's fees, expert fees, and all other costs and fees of litigation. COMPANY shall promptly pay any final judgement rendered against CITY (and its officers, officials, employees, and volunteers) with respect to claims determined by a trier of fact to have been the result of COMPANY'S negligent, reckless or wrongful performance. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.
COMPANY'S obligations under this section apply regardless of whether or not such claim, charge, damage, demand, action, proceeding, loss, stop notice, cost, expense, judgement, civil fine or penalty, or liability was caused in part or contributed to by an indemnitee. However, without affecting the rights of CITY under any provision of this agreement, COMPANY shall not be required to indemnify and hold harmless CITY for liability attributable to the active negligence of CITY, provided such active negligence is determined by agreement between the parties or by the findings of a court of competent jurisdiction. In instances where CITY is shown to have been actively negligent and where CITY'S active negligence accounts for only a percentage of the liability involved, the obligation of COMPANY will be for that entire portion or percentage of liability not attributable to the active negligence of CITY.
CITY and COMPANY mutually waive any and all consequential, special, indirect and punitive damages against each other whether in contract, tort or any other legal theory. 25
Section 10. COMPLIANCE WITH APPLICABLE LAW. COMPANY agrees to comply with all federal, state, county, and local laws, ordinances, and regulations applicable to the work under this Agreement.
Section 11. INSURANCE. Before beginning the performance of the work, COMPANY shall purchase and shall thereafter maintain insurance until the work is complete to protect COMPANY and CITY from claims: (i) arising from COMPANY's operations and performance of work under the Agreement by the COMPANY, or its officers, agents, employees, or subcontractors, or anyone employed by them, or anyone for whose acts any of them may be liable; (ii) under workers' compensation, disability benefits and other similar benefit acts; (iii) for damages because of bodily injury, occupational sickness, or disease, or death of COMPANY's employees, or persons other than COMPANY's employees; (iv) for damages insured by usual personal injury liability coverage sustained by a person as a result of an offence related to employment of such person by COMPANY, or other persons; (v) for damages, other than the work itself, because of injury to or destruction of tangible property, including loss of use resulting therefrom; (vi) for damages because of bodily injury, death of a person, or property damage arising from ownership, maintenance or use of a motor vehicle; (vii) involving contractual liability insurance applicable to COMPANY's obligations; and (viii) for damage to work in progress.
The insurance coverage shall provide the following minimum limits:
(a) Commercial general liability insurance written on an occurrence basis, in the amount of $1,000,000 combined single limit per occurrence for bodily injury, personal injury, and property damage. The insurance policy shall be amended to provide that the general aggregate limit applies separately to the work under this Agreement, or the general aggregate limit shall be twice the required per occurrence limit. (b) Business automobile liability insurance shall be provided for all owned, non-owned, and hired automobiles, in the amount of $1,000,000 combined single limit per accident for bodily injury and property damage. (c) Workers' Compensation insurance as required by the Labor Code of the State of California with the statutory limits required by the Labor Code and Employers Liability for $1,000,000 per accident for bodily injury or disease. COMPANY and subcontractors shall cover or insure their employees working on or about the site, regardless of whether such coverage or insurance is mandatory or merely elective under the law. (d) Professional liability insurance covering loss resulting from errors or omissions of COMPANY with a liability limit of at least $1,000,000 per occurrence.
The insurance coverage required in this section shall be purchased from companies authorized to do business in the State of California. Each insurer shall have a current Best Insurance Guide rating of not less than A: VII unless prior approval is secured from CITY as to the use of such insurer. Coverages shall be written on an occurrence basis without interruption from the date of commencement of the work until date of final payment or until termination of coverage required to be maintained after final payment. CITY, its officers, agents and employees shall be named as additional insureds. 26 (e) Certificates of insurance executed by the carrier(s) and acceptable to CITY and copies of the policy shall be filed with CITY prior to the commencement of the work. The Certificates and the insurance policies shall provide the policies will not be canceled or allowed to expire until at least 30 days prior written notice has been given to CITY. If the insurance coverages are required to remain in force after final payment and are reasonably available, an additional certificate evidencing continuation of such coverage shall be submitted with the final application for payment. Information concerning reduction of coverage shall be furnished by COMPANY with reasonable promptness in accordance with COMPANY's information and belief.
All insurance coverage maintained or procured pursuant to this Agreement shall be endorsed to waive subrogation against CITY, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow COMPANY or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. COMPANY hereby waives its own right of recovery against CITY, and shall require similar written express waivers and insurance clauses from each of its subcontractors.
(f) COMPANY shall require each subcontractor to maintain policies of insurance covering the hazards, and under the conditions mentioned above, and having CITY, its officers, agents, volunteers and employees as additional insureds. Copies of the subcontractor's certificates of insurance and policies shall be filed with CITY.
Section 12. NOTICES. Notices shall be deemed received when deposited in the U. S. Mail with postage prepaid and registered or certified addressed as follows, unless advising in writing to the contrary:
CITY: COMPANY:
City of San Gabriel ______Attn: Mark Lazzaretto, City Manager ______425 S. Mission Drive ______San Gabriel, CA 91776 ______(626) 308-2803 [email protected]
Section 13. INVALIDITY OFPART SHALL NOT INVALIDATE THE WHOLE. The invalidity or partial invalidity of any portion of this Agreement will not affect the validity of any other provision. In the event that any provision of this Agreement is held to be invalid, the remaining provisions shall be deemed to be in full force and effect as if they had been executed by both Parties subsequent to the expungement or judicial modification of the invalid provision.
Section 14. ATTORNEY’S FEES. If an action at law or in equity is brought to enforce any provision of this Agreement, the prevailing party shall be entitled, in addition to such other relief as may be granted to an award in the same or a subsequent proceeding, to reasonable attorneys' fees and costs.
Section 15. INTEGRATION. This Agreement represents the entire understanding of CITY and COMPANY as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder. This Agreement may not be modified or altered, except in writing, signed by both parties. 27 Section 16. ARBITRATION AND WAIVER OF JURY TRIAL. COMPANY and CITY further agree as follows: In the event any dispute shall arise between the Parties to this Agreement, the same shall be resolved by arbitration conducted by the American Arbitration Association in accordance with the Commercial Arbitration Rules of the American Arbitration Association, as then in effect. Such arbitration shall be conducted at a location within Los Angeles County, California agreeable to both Parties before three (3) arbitrators who shall be selected by mutual agreement of the Parties; if agreement is not reached on the selection of arbitrators within fifteen (15) days, then each of the Parties shall select an arbitrator and the two (2) arbitrators so selected shall select a third. The provisions of the Commercial Arbitration Rules of the American Arbitration Association shall apply and govern such arbitration except that the prevailing party shall be entitled to recover from the other party its attorney's fees and costs actually incurred in such amount as may be determined by the arbitrators.
Section 17. GOVERNING LAW. This Agreement shall be interpreted and construed under, and the rights of the parties will be governed by California law.
Section 18. AUTHORITY TO EXECUTE. The person(s) executing this Agreement on behalf of COMPANY warrants and represents that he/she has the authority to execute this Agreement on behalf of COMPANY and has the authority to bind COMPANY to the performance of its obligations hereunder.
IN WITNESS WHEREOF, the parties hereby have caused this Agreement to be executed the date first above written.
CITY OF SAN GABRIEL A municipal corporation
______MARK LAZZARETTO City Manager
ATTEST:
______SHARON CLARK City Clerk COMPANY
28
APPROVED AS TO FORM:
______KEITH LEMIEUX City Attorney OLIVAREZ MADRUGA LEMIEUX O’NEILL, LLP
29 ATTACHMENT B
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF SAN GABRIEL, CALIFORNIA and WILLIAM HEZMALHALCH ARCHITECTS (WHA) for CITY ARCHITECT AND HISTORICAL AND CULTURAL PRESERVATION SERVICES
This agreement is made and entered into this 1st day of June, 2021, by and between the City of San Gabriel, a municipal corporation of the State of California ("CITY") and William Hezmalhalch Architects (WHA) ("CONTRACTOR").
WITNESSETH
Recitals:
1. Authority of City to Enter Agreement - This Contract is entered into under the authority of Section 53060 of the California Government Code which permits the legislative body of any public or municipal corporation to contract with and employ any person for the furnishing to the corporation of special services such person is specially trained and experienced and competent to perform the special services required.
2. CONTRACTOR represents that it is experienced in providing services requested and has submitted a proposal to work under the general direction of the City of San Gabriel. Said proposal is attached hereto as "Exhibit A" and is incorporated herein by this reference.
I. CONTRACTOR'S OBLIGATIONS
A. CONTRACTOR agrees to provide all services necessary for Audit Services as described in the Scope of Work, attached hereto as Exhibit "A", and incorporated herein by this reference.
B. CONTRACTOR agrees to perform the services generally described in the Scope of Work of the proposal herein before described.
C. CONTRACTOR agrees to comply fully with all applicable Federal, State and local laws and regulations as they pertain to the performance of this Agreement.
II. CITY'S OBLIGATIONS
CITY shall promptly pay CONTRACTOR as provided for under Section IV, METHOD OF PAYMENT.
30 III. TIME OF PERFORMANCE
CITY shall contract for said services of CONTRACTOR for a period of three years from the date of this Agreement. Agreement will expire no later than June 1, 2024.
IV. METHOD OF PAYMENT
CITY shall pay CONTRACTOR for services rendered under this Agreement at the rates set forth in the Cost Proposal, attached as Exhibit "A" hereto. The rates include salary, fringe benefits, overhead, profit, and all other expenses incurred by the CONTRACTOR. The total not-to-exceed retainer payment to CONTRACTOR for the services rendered over the course of the three-year Agreement period shall be forty thousand dollars ($40,000.00) annually, inclusive of all costs and services. A deposit base fee for project specific architectural and preservation services in addition to the City’s application fees shall be collected by the City.
CITY shall compensate CONTRACTOR for performance of this Agreement upon receipt of a detailed invoice. Invoice shall be provided as outlined in CONTRACTOR'S proposal.
V. TERMINATION
A. Termination of Agreement for Cause - If, through any cause, the CONTRACTOR shall fail to fulfill, in a timely and proper manner, his obligations under this Agreement, or if the CONTRACTOR shall violate any of the covenants, agreements or stipulations of this Agreement, the CITY shall thereupon have the right to terminate this Agreement by giving written notice to the CONTRACTOR of such termination and by specifying the effective date thereof, at least ten (10) days before the effective date of such termination.
Notwithstanding the above, the CONTRACTOR shall not be relieved of liability to the CITY for damages sustained by the CITY by virtue of any breach of the Agreement by the CONTRACTOR, and the CITY may withhold any payments to the CONTRACTOR for the purpose of off-set until such time as the exact amount of damages due the CITY from the CONTRACTOR is determined
B. Termination for Convenience of the City – Either party may terminate this Agreement at any time by giving at least thirty (30) days' notice in writing. If the Agreement is terminated by the CITY as provided herein, the CONTRACTOR will be paid for expenses incurred up to the termination date. If this Agreement is terminated due to the fault of the CONTRACTOR, then Paragraph V, Section A, hereto relative to termination shall apply.
VI. NOTICES
31 Notices to the parties shall, unless otherwise requested in writing, be sent by U.S. Mail, postage prepaid, and addressed as follows:
TO CITY: City of San Gabriel 425 S. Mission Drive San Gabriel, California 91776
TO CONTRACTOR: William Hezmalhalch Architects (WHA) 680 Newport Center Drive, Suite 300 Newport Beach, CA 92660
VII. AUTHORIZED CONTACTS
A. The contact for CONTRACTOR authorized to execute action and respond to inquiries on behalf of CONTRACTOR shall be the "Contact Person" identified in the Proposal (Exhibit "A"), unless otherwise changed as provided for in Section I(D).
B. The sole contact for CITY authorized to execute actions and to respond to inquiries on behalf of CITY, or to obligate CITY to any action, or to interpret any portion of the Request for Proposal (Exhibit "B"), the Proposal submitted (Exhibit "A") or this Agreement shall be Mark Lazzaretto, City Manager.
VIII. ASSIGNABILITY
CONTRACTOR shall not in any way assign or transfer any interest in this Agreement without the prior written consent of CITY; provided, however, that claims for money due or to become due to CONTRACTOR for CITY under this Agreement may be assigned to a bank, trust company or other financial institution or to a trustee in bankruptcy, without such approval. Notice of any such assignment or transfer shall be promptly furnished to CITY.
IX. HOLD HARMLESS
A. CONTRACTOR shall indemnify and hold harmless CITY, its officers and employees, from and against any and all damages to property or injuries to or death of any person or persons, including property and employees or agents of CITY, and shall defend, indemnify and hold harmless CITY, its officers and employees, from and against any and all claims, demands, suits, actions or proceedings of any kind or nature, including, but not by way of limitation, Worker's Compensation claims resulting from or arising out of the negligent acts of CONTRACTOR, its employees and/or subcontractors.
B. CONTRACTOR shall indemnify and hold harmless CITY, its officers and employees, from and against any and all damages to property or injuries to or death of any person or persons, including property and employees or agents of CITY, and shall defend,
32 indemnify and hold harmless CITY, its officers and employees, from and against any and all claims, demands, suits, actions or proceedings therefore, resulting from or arising out of the negligent, intentional or malicious acts or omissions of CONTRACTOR, its employees and/or subcontractors.
X. LEGAL AND INSURANCE REQUIREMENTS
A. The CONTRACTOR will not assign, transfer, convey or otherwise dispose of its contract or rights, title or interest in or to the same, without prior written consent of the CITY.
B. The CONTRACTOR agrees to hold the CITY harmless from any and all liability or loss resulting from suits, claims or actions brought against the CITY, which result directly or indirectly from the wrongful or negligent actions of the CONTRACTOR in the performance of the contract.
C. At the time of execution of the contract, the CONTRACTOR will be required to carry the following insurance:
1) Commercial General Liability: The CONTRACTOR shall obtain, at its sole cost prior to exercising any right of performing any obligation, a policy or policies of general liability insurance, or certificate of such insurance, satisfactory to the City Attorney, which provides coverage not less than that provided against liability for any and all claims and suits for damages or injuries to persons or property resulting from or arising out of operations. Insurance shall provide coverage for both bodily injury and property damage. Total limits shall be not less than one million dollars ($1,000,000) per occurrence for all coverage and two million dollars ($2,000,000) general aggregate. Said general liability policy and certificate thereof shall name the City of San Gabriel as additional insured. Coverage for an additional insured shall not be limited to its vicarious liability. Defense costs must be paid in addition to limits. Its policy shall be primary to any insurance carried by the CITY
2) Workers' Compensation: The CONTRACTOR shall furnish the CITY with an insurance certificate from its Workers’ Compensation insurance carrier, certifying that it carried such insurance in accordance with the requirements of state law, and the policy shall not be cancelled nor the coverage reduced during the term of the contract.
3) Business Auto Coverage: Primary coverage shall be written on ISO Business Auto Coverage from CA 00 01 06 92 including symbol 1 (Any Auto). Limits shall be no less than one million dollars ($1,000,000) per accident. Starting and ending dates shall be concurrent. If CONTRACTOR owns no autos, a non- owned auto endorsement to the General Liability policy described above is acceptable.
33 4) Employer's Liability insurance of at least $500,000.
5) Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Such policy or policies shall include as insureds those covered by the underlying policies, including additional insureds. Coverage shall be “pay on behalf”, with defense costs payable in addition to policy limits. There shall be no cross liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to CITY for injury to employees of CONTRACTOR, subcontractors or others involved in the Work. The scope of coverage provided is subject to approval of CITY following receipt of proof of insurance as required herein.
D. Any deductibles or self-insurance retention must be declared to and approved by the CITY. At the option of the CITY, either the insurer shall reduce or eliminate such deductible or self-insurance retention as respects the city, its officers, employees and volunteers; or the CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claims administration and defense expenses.
E. The general liability policy is to contain, or be endorsed to contain, the following provisions:
1) The CITY, its officers, officials, employees, agents and volunteers are to be covered as insured as respects liability arising out of activities performed by or on behalf of the CONTRACTOR.
2) For any claims related to the services requested, the contractor’s insurance coverage shall be primary insurance as respects the city, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the city, its officers, officials, employees, agents or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.
3) Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the city, its officers, officials, employees, agents or volunteers.
4) The Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5) Each insurance policy required by this Section shall also contain a provision that no termination, cancellation or change of coverage of insured or additional insured shall be effective until thirty (30) days’ notice thereof has been given in writing to the CITY. CONTRACTOR shall give the CITY prompt and timely notice of any claim made or suit instituted.
34 F. Insurance is to be placed with insurers with a current AM Best's rating of no less than A: VII, unless otherwise acceptable to the CITY.
G. CONTRACTOR shall provide the CITY complete, certified copies of all required insurance policies, including endorsements, affecting the coverage required by these specifications.
XI. COMPLIANCE WITH LOCAL LAWS
The CONTRACTOR shall comply with all applicable laws, ordinances and codes of the state and local governments.
XII. EXCLUSIVITY AND AMENDMENT OF AGREEMENT
This Agreement supersedes any and all other agreements, either oral or in writing, between the parties hereto with respect to the employment of CONTRACTOR by CITY and contains all the covenants and agreements between the parties with respect to such employment in any manner whatsoever. Each party to this Agreement acknowledges that no representations, inducements, promises, or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein, and that no other agreement or amendment hereto shall be effective unless executed in writing and signed by CITY and CONTRACTOR.
XIII. LAWS GOVERNING THIS AGREEMENT
This Agreement shall be governed by and construed in accordance with the laws of the State of California, and all applicable federal statutes and regulations as amended
XIV. VALIDITY
The invalidity, in whole or in part, of any provision of this Agreement shall be governed by and construed in accordance with the laws of the State of California, and all applicable federal statutes and regulations as amended.
35 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first above written.
CITY OF SAN GABRIEL, CONTRACTOR A Municipal Corporation ______State of California State of California
______City Manager Principal
ATTEST: APPROVED AS TO FORM:
______City Clerk City Attorney
36 37 CITY OF SAN GABRIEL RFP-21-01 ARCHITECTURE, URBAN DESIGN, HISTORIC PRESERVATION RFP BY: WHA | ARCHITECTS . PLANNERS . DESIGNERS
38 February 2, 2021
City of San Gabriel Samantha Tewasart, Planning Manager 425 Mission Drive San Gabriel, CA 91776
Dear Ms. Tewasart,
We are very enthusiastic about participating in your Request for Proposal for City Architect Consultant, Architecture, Urban Design & Historic Preservation. We are absolutely confident that the WHA Team will exceed the expectations of the City of San Gabriel and the City’s commitment to excellence.
At WHA, we firmly believe we exist to design a better world. Inspired by optimism, driven by curiosity, and a human-centered methodology of placemaking, we strive to enhance and transform people’s lives. Over the last 40 years, our design professionals, skilled in the various disciplines of Architecture, Planning, Community Design, Urban Design and Global Planning have created more than 600 successful, award-winning projects in 14 countries around the world.
WHA is comprised of architecture studios specializing in all aspects of residential and community design. With a design force of over 100 professionals, our experts combine disciplines of planning, architecture, design, branding, and color and materials to streamline the process of identifying challenges and finding solutions. Within our principal-led studios, we ensure quality design, responsive performance, and client focus - all of which are anchored by ethical business practices.
For this project, WHA is your best choice with a trio of highly qualified experts in the various areas of the assignment. Sr. Principal Ron Nestor, AIA, is a diversely-experienced architect with planning and architectural projects of all types over 40 years, including notable historic property experience. Principal Julia Malisos is a planner with significant experience in Specific Plans, Design Guidelines and Design Review and has served as a Planning Commissioner. And sub-consultant Principal Historian/Architectural Historian Jennifer Mermilliod is an expert on Cultural Resources, Design Review, direct City-consulting experience, and CEQA knowledge.
Our proposal shall remain valid for a period of not less than ninety (90) calendar days from February 2nd, 2021. Our contract person for this proposal is Ron Nestor, AIA, Principal-in-Charge. Julia Malisos will serve as Project Manager. Jennifer Mermilliod will serve as Historic Preservation Specialist and alternative Project Manager.
All the information submitted in this proposal is true and correct.
We have read, understood, and agree to all statements in the Request for Proposal. We welcome an opportunity to meet with you directly to discuss our scope and team qualifications.
Sincerely,
Ron Nestor - AIA, LEED, NCARB, Senior Principal Ron Nestor, AIA, LEED AP, NCARB | Senior Principal WHA | William Hezmalhalch Architects | Architects. Planners. Designers
680 Newport Center Drive, Suite 300 Newport Beach CA, 92660 Direct: 949.622.8776 | Mobile: 949.463.7715 | [email protected] 39 FIRM QUALIFICATIONS
WHA, as a multi-disciplinary architectural firm, specializes in providing planning and architectural services to major land developers and builders throughout California and the West. With three California offices and more than 100 staff members, our teams have substantial experience in a wide range of project types. We have been involved in urban redevelopment projects in numerous cities, including neighboring Alhambra’s downtown and the historic Ambassador Gardens project in nearby Pasadena. Additionally, our firm’s experience in writing entitlement and design review guidelines for new California communities includes design review services for project proposals, as well as the design of actual buildings within these guidelines.
FIRM OVERVIEW
WHA Main Office: 680 Newport Center Drive, Suite 300, Newport Beach, CA 92606
Phone: 949.250.0607
Additional Offices: San Ramon, CA and Long Beach, CA
Staff: More than 100 including Planning and Architectural Staff
Function: Full Services Architecture firm involved in Community Planning, Design Guidelines and Specific Plans, Architectural Design for a wide variety of project types throughout California and the West, with additional projects nationwide.
Capabilities: Design Review, Historic Properties experience, Mixed-Use and Urban Infill expertise, Residential Design
Philosophy: Dedicated service to improve the Built Environment
WHA | ARCHITECTS . PLANNERS. DESIGNERS 3 40 FIRM EXPERIENCE
Communities for which WHA has acted as Design Reviewer: Ladera Ranch for the Rancho Mission Viejo Company, Ladera Ranch, CA Description: Ladera Ranch is a 4,000-acre master-planned community located on land once part of the ranch lands owned by Rancho Mission Viejo. Six villages with 8,500 units, three multi-use districts, surrounded on three sides by regional open space.
Contact: Kris Maher | 949.240.3363 | [email protected]
Riverstone for the Valley Development Company, Madera, CA Description: A master planned community located in Madera County. Comprised of eight distinct districts, the community will offer 6,578 residential units, commercial and mixed-use spaces including office, retail, elementary schools and a high school.
Contact: Tim Jones | 559.237.7000 | [email protected]
Windemere Village for Lennar and Brookfield, San Ramon, CA Description: Served on the architecture design review board for the Windemere community. A 2,300-acre master planned community of 38 neighborhoods with 5,200 homes, five schools, and extensive open space and trails.
Contact: Brian Olin | 925.242.0811 | [email protected]
Mountain House Community for Shea and IHP, Tracy, CA Description: Mountain House Specific Plan Area II and III encompass over 2,300 acres and includes seven neighborhoods, the Town Center, commercial areas, and associate parks, schools and open space.
Contact: Dave Sargent | [email protected]
La Floresta Community for Chevron Land, Brea, CA Description: 120 Acre New Community review of apartments, single-family homes, senior housing, townhomes & retail center.
Contact: Ivan Jimenez | (714) 671-3233 | [email protected]
Additionally, Historian/Architectural Historian Jennifer Mermilliod has served in a contract historic preservation planning consultant role, including Design Review, for the City of Riverside since 2016.
Contact: Scott Watson, Historic Preservation Officer, (951) 826-5507, [email protected]
WHA | ARCHITECTS . PLANNERS. DESIGNERS 4 41 FIRM EXPERIENCE
Example Project of working with various municipal departments, commissions, elected officials and community members:
WHA Sr. Principal Ron Nestor, AIA, was the planner and designer of the historic Ambassador Gardens in Pasadena for a private developer. The property was the former estate of multimillionaire Hulett Merritt and included numerous mansions and historic gardens. The property later became the campus of Ambassador College. Our assignment was to weave 70 new condominium units with the historic context. WHA worked closely with historic preservation groups, neighborhood committees, the City’s Arborist, the City’s Planning Division – Design and Historic Preservation department, and the City’s Design Commission. The result is an award-winning collection of distinctive buildings that have preserved the character-defining site elements, each grouping reflective of its immediate historic environment and character, while preserving heritage trees and gardens. Ambassador Gardens was recognized by the City of Pasadena with the 2017 Historic Preservation Award, and Ron Nestor was recognized by the California State Senate for his “Efforts to Preserve Pasadena’s Rich Heritage”.
WHA Sr. Principal Ron Nestor AIA and Principal Historian/Architectural Historian Jennifer Mermilliod are part of the team to rehabilitate the historic 1956 Covina Bowl in Covina, CA. The National Register eligible bowling alley had been closed and abandoned for a number of years, and the Los Angeles Conservancy deemed it the most endangered building in the region. Private redevelopment of the property includes the restoration and rehabilitation the character-defining Googie-style front portion of the historic bowling alley for commercial use and the construction of a multi-family residential community on a consolidated site. Involved from the early conceptual design phase, Jen has guided project design; provided entitlement and regulatory compliance consultation; engaged the LA Conservancy and managed community and stakeholder outreach and relations; prepared the cultural resources technical study and drafted the project Rehabilitation Plan; coordinated and supervised historic preservation; and worked closely with City of Covina Planning Department staff in the design and plan review as well as the development and review of the concurrent, City-drafted Specific Plan. WHA’s team has carefully documented the building, working with Jen to refine and execute the Rehabilitation Plan as well as design a compatible surrounding residential community that together will reengage the streetscape and meet the planning goals of the City of Covina.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 5 42 PROJECT LEADERSHIP
For the role of City Architect, the responsibility will be shared by three individuals.
Ron Nestor, AIA, will be the hands-on Principal-In-Charge, directing the activities of our team. For more than 40 years, Ron has been responsible for the design of a wide variety of award-winning projects from single- family homes to high-rise office buildings. His experience encompasses commercial, performing arts, community planning and residential designs throughout California and the West. He has been the designer of numerous redevelopment projects for infill housing and mixed-use projects. His experience notably includes more than twenty historic properties primarily in the National Register District of downtown Santa Ana, as well as projects in Northern California. He is currently working with Historian/Architectural Historian Jennifer Mermilliod on the 1956 Covina Bowl, a rehabilitation of a building that the Los Angeles Conservancy has deemed the most endangered in the region. His experience as a Historic Architect meets or exceeds the Secretary of the Interior’s Professional Qualification Standards for Architecture and Historic Architecture.
Ron’s project responsibilities will include overall project and team management, as well as design review expertise on architectural review, historic review and City-wide strategies review.
PROJECT TEAM CITY STAFF
RON NESTOR
Principal-In-Charge
JULIA MALISOS JENNIFER MERMILLIOD
Project Manager Historic Preservation Specialist Alternate Project Manger
*RESUMES ARE ATTACHED AT THE END*
WHA | ARCHITECTS . PLANNERS. DESIGNERS 6 43 PROJECT TEAM
Julia Malisos will serve as the day-to-day Project Manager. Julia’s planning and project management experience spans across all sectors of planning and design, from infill sites to large master-planned communities. Julia leads consultant teams, assisting clients with getting projects through the approval process. As a former Planning Commissioner for the City of Mission Viejo and a Principal at WHA, Julia is well versed in public policy, municipal codes, design guidelines, and the public participation process. Julia is seasoned in presenting at public meetings as well as conducting them. She served as Chairman of the Planning Commission for two years as well as on the Mission Viejo Design Review and Transportation Sub-Committees. On a daily basis, Julia writes entitlement documents and design guidelines for infill and greenfield projects. As an expert in producing these documents, Julia has experience reviewing projects to ensure compliance with such documents. Her project management skills range from internal to external teams, ensuring team members meet deadlines and effectively perform tasks.
Julia’s project responsibilities will include receiving of projects, delegating to the appropriate team member, ensuring meetings are scheduled and conducted, communications are completed between City and team, and that all deadlines are met. Julia will lead the review for projects requiring Design Guidelines, Specific Plan or any entitlement documents.
Jennifer Mermilliod, Historian/Architectural Historian, will serve as our Historic Preservation Specialist and alternate Project Manager. Jen’s experience exceeds the Secretary of the Interior’s Professional Qualification Standards for History and Architectural History. Her firm, JM Research and Consulting (JMRC) will be a subconsultant to WHA and is currently collaborating on the Covina Bowl project. Jen serves in an as-needed and project-based design review role for the City of Riverside, acts as Reviewing Official to March Joint Powers Authority (MJPA) on behalf of the California State Historic Preservation Officer (SHPO) for projects involving historic properties, and routinely contracts or coordinates with local, state, and federal agencies to ensure compliance with the California Environmental Quality Act (CEQA), AB52, SB18, Section 106 of the National Historic Preservation Act, and the National Environmental Quality Act (NEQA).
Jen’s project responsibilities will include project review and oversight for proposed projects within historic districts or affecting historic properties. Her expertise on CEQA issues may be useful for City staff and applicant’s guidance. Jen also participates in City-wide planning issues in Riverside and may be tasked to assist pending the issue at hand.
For the duration of the Services, our team will meet regularly to review the monthly assignments that will include project proposals for our 14-day review, preparing for monthly Design Review Commission (DRC) and quarterly Historic Preservation and Cultural Resource Commission (HRCRC) meetings, and interface with City staff. Upon our internal review, we will assess which of our team is best suited for the particular item(s) to be addressed. We will meet again to review outcomes and determine who will attend which meeting based on the topic and specialty. Because of our close teamwork and communication, we are confident that our presenter(s) can share our team’s assessment for the relevant topic.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 7 44 AMBASSADOR GARDENS | PARCEL 3, PASADENA, CA Planning | Design | Architecture | Luxury Condos and Townhomes | Historical Preservation 20 Units | 3 Stories | 2,901 - 3,725 SF
Ambassador Gardens includes two buildings with 39 flats and townhomes inspired by the Italianate design of the adjacent Merritt Mansion. The historic gardens were restored and the existing central reflecting pool was reconstructed into a resort-style swimming pool.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 8 45 AMBASSADOR GARDENS | PARCEL 9, PASADENA, CA Planning | Design | Architecture | Luxury Podium Flats | Historical Preservation 21 Units | 1.6 AC | 15 U/A | 2,642 - 3,424 SF
Sitting on the crest of a hill overlooking a vast former estate’s Great Lawn, on an axis of stairs that lead to the historic gardens, this project has been designed to take advantage of its unique setting with a grand elevation, inspired by the Santa Barbara Courthouse. Historic gates, fountains, and a stream have been preserved that winds past the broad new terraces. A massive heritage tree was preserved within the beautifully detailed courtyard. Preserved paths connect the development to other portions of the estate’s grounds. All these threads root the project into its historical context.
Basement parking provides private garages for every home and four elevators are configured so that each serve a maximum of two homes per floor. The twenty-one luxurious homes feature ten foot or greater ceilings, expansive kitchens, Great Rooms that open to broad terraces, and grand master suites.
The design of the units incorporates many traditional elements found in upscale homes for move-down buyers, updated to contemporary living focused on spacious open kitchens, large dining rooms and special things like wine rooms, beamed ceilings, and libraries. Rooms are organized toward the main terrace and other smaller terraces and private garden spaces, enhancing the estate garden atmosphere.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 9 46 AMBASSADOR GARDENS | PARCEL 16, PASADENA, CA Planning | Design | Architecture | Luxury Condos and Townhomes | Historical Preservation 10 Homes | .76 AC | 13.15 U/A | 1,996 - 3,381 SF
Set within a most unusual and sensitive historic context of a Great Estate, filled with historic mansions, gardens, streams, sculpture, fountains, and trees, four sites were created for 70 new condominium homes. Catering to a distinctive move-down buyer, the new buildings are designed to fit into each individual context recreating the effect of large mansion homes, sensitively working within the tree canopy and neighbor’s interests.
Working within numerous delicately determined constraints related to Historic Preservation, Building Mass, Urban Forestry, and intensive Design Review, new buildings that complemented the style and massing of the remaining mansions was key to the success of this project. Developing in a prestigious city that demands quality is challenging; but repurposing a century old estate with a storied history, surrounded by turn-of-the- century “Millionaire’s Row” mansions required something extra special. After numerous tries by others developers, this project was approved by the City because of the respectful integration of these new luxury units.
The new buildings recreate the original Craftsman, English Arts & Crafts, blending within the exquisite gardens. The individual units, targeted to move-down luxury buyers, include townhomes and expansive flats, and are characterized by broad terraces and authentic, quality finishes. Incredibly, all parking is hidden in subterranean structures with each unit having individual 3 to 4-car garages, creating an unspoiled community of buildings in an unmatched setting. Private elevators in several of the garages offer discrete and immediate access to the resident’s unit.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 10 47 ALHAMBRA, CA Planning | Design | Architecture | Mixed-Use | Podium Flats | Townhomes 88 Units | 2.1AC | 41 U/A | 1,135- 1,796 SF
Formerly the site of the City Library on an active and vibrant Main Street, this 2.1 acre downtown redevelopment includes 58 innovative Podium Flats and Shopkeeper units over 9,000 square feet of Retail Space, plus 30 Urban Townhomes featuring Live/Work units. Design Guidelines called for Mediterranean-style architecture, which our team interpreted as a Stanford University-inspired contemporary Spanish. One level of subterranean parking is provided for the podium units, with 2 street level garages for retail spaces. Two superstructures sit atop the parking podium, each centered on a courtyard garden. Between the buildings is an inviting walk-street lined by Shopkeeper Units and ending in a resident’s social courtyard in front of the Live/Work Townhomes, envisioned as an outdoor living room.
The 3-story Townhomes line their garages to a separate gated lane, with south-facing units oriented toward the open space of the high school athletic fields. The 30 Townhomes were offered in an array of 8 plans, depending upon which ground level and which second level unit was desired.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 11 48 THE ORCHARD, AZUSA, CA Design | Architecture | Planning | Visioning | Color and Materials | Branding & Logo Design 163 Units | 2.24 AC | 72.8 U/A | 620 - 1,237 SF
The Orchard is a mixed-use project is in the City of Azusa’s Downtown District, located at the intersection of Azusa Ave (SR-39) and Foothill Blvd (Route 66). This unique urban destination includes 163 new residential units, 23,000 S.F. of retail and a new Laemmle Theater.
History plays an important role at The Orchard. Azusa was the center of the great citrus belt in Southern California during the early 1900s. Drawing from the surrounding context, the iconic “Bridge to Nowhere” and the Azusa Theater inspired elements of the historical design.
The name itself is a direct tie to the city’s heritage and celebrates the citrus culture. The Orchard’s overall style is infused with details and materials that celebrate the past with a new contemporary design for the present. In keeping with the Route 66 District Design Guidelines, WHA, and our Branding Agency, Placewright, embraced a whimsical and creative approach to both the architecture and branding narrative.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 12 49 NEWHALL CROSSINGS, NEWHALL, CA Design | Architecture | Planning | Visioning | Color and Materials | Branding & Logo Design 46 Units | .832 AC | 56.5 U/A | 970 - 7,710 SF | 20,000 SF Retail | 20,000 SF Theater
Located at the northern end of Old Town Newhall; at the intersection of Main Street and Lyons Avenue, Newhall Crossings is a strong anchor, transforming and revitalizing the area with a dynamic mixed-use environment. The architecture reflects an eclectic collection of historic main street facades from the old west, channeling the heritage of Old Town Newhall. The Newhall Metrolink station is a four-minute walk to Newhall Crossings, making the area very pedestrian friendly. In an effort to bring the community together, events like a farmers market and concerts will be hosted along Main Street or in the central plaza. Cafés and restaurants with outdoor seating opportunities activate the pedestrian realm at street level, creating a pleasant and walkable destination. The central public plaza is filled with trendy shops, places to linger and enjoy a cup of coffee or find a seat to watch outdoor movies. With its mix of boutique shopping, casual and fine dining, entertainment, rustic charm, and cosmopolitan appeal, Newhall Crossings will be the place to go.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 13 50 DANVILLE HOTEL, DANVILLE, CA Design | Architecture | Master Planning | Visioning | Color and Materials | Historical Preservation 14 Units | 1.13 AC | 23.38 U/A | 940 - 1,430 SF
The Danville Hotel project is built around the historic Hotel and the MacCauley House, home of the original proprietor. Adjacent to the railroad depot, the Hotel served as the centerpiece of the town. Over the years, additions altered the buildings and in the 1950s, an old West themed center was built on the grounds. Years later, in total disrepair, WHA conceived removing the crumbling buildings and additions to restore the Hotel and House to their 1920 appearance, stabilize the structures which were in jeopardy of collapse, and rehabilitate to new uses including retail, restaurant and two affordable apartments on the second floor.
WHA was also commissioned to design new mixed-use buildings containing 16 condos, shops, restaurants and parking on the balance of the property in keeping with the small town atmosphere of Danville. The project conformed to the downtown Danville design guidelines and received much scrutiny through the town’s Design Review Committee, taking some seven years for entitlement.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 14 51 LA FLORESTA, BREA, CA Design Guidelines | Renderings | Clubhouses | Color and Materials | Design Review 138 Units | 10 AC | 13.38 U/A | 1,050 - 1,680 SF
La Floresta is a 120-acre community in Brea on a former UNOCAL corporate headquarters site, for Chevron Land Company. WHA was responsible for creating the overall impression of the community with the design of the two clubhouse buildings that set the tone. WHA also developed of the community-wide design and landscape guidelines for stacked-flat, townhome and single-family neighborhoods from a wide range of home builders in a cohesive blend of Spanish, Monterey and Tuscan flavors.
WHA’s Cathy Baranger (now retired) and Ron Nestor served as the Design Review committee for all projects within the community including a retail center anchored by Whole Foods, a high-density apartment core, a retirement community (La Buena Vida), and Oakmont Senior Living. The retail center features a ki- netic sculpture representing the oil pumping of the past. Walking trails are integrated into the community’s fabric, making La Floresta a wonderful place to live.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 15 52 COVINA BOWL, COVINA, CA Architecture | Design | Design Review | Historical Preservation IN COLLABORATION WITH JENNIFER MERMILLIOD
Current Project
During the 1950s, the Covina Bowl was the center of activity for the City. The 1956 Googie style project included restaurants, banquet facilities, child care, and of course bowling. The Bowl was closed and abandoned in 2017 with all the fixtures removed. The Los Angeles Conservancy declared it the most endangered building in the region.
Trumark Homes has taken up the challenge to develop a reuse plan to include new residential development and for restoration and rehabilitation of the character-defining front portion of the bowling alley. Architectural Historian Jennifer Mermilliod has led the reuse team with Ron Nestor AIA and the WHA team providing historic architectural services.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 16 53 HOME FRONT AT CAMP ANZA Restoration & Rehabilitation of a WWII Officers Club for Today’s Veterans in a New Affordable Community HOME FRONT AT CAMP ANZA, RIVERSIDE, CA Restoration & Rehabilitation of a WWII Officers Club for Today’s Veterans in a New Affordable Community Owner/Developer Wakeland Housing & EXAMPLES OF WORK FROM JENNIFER MERMILLIOD Development Corporation Historic Preservation Consultant JM Research & Consulting
Architect Rodriguez Associates Architects & Planners, Inc.
Contractor Sun Country Builders
Lead Engineer SB&O, Inc.
Consulting Engineers BWE Engineers Del Mar Engineering Fard Engineers
Landscape Architect Ivy Landscape Architects
Specialty Subcontractors Spectra Company Coates Murals
Additional Participants 1944 2012 2016 City of Riverside Housing Authority Riverside County EDA, hardwood floors, wainscot, and new plywood interiorHousing Division Project Team Historic Consultant to Wakeland Mercy House Housing and Development Corporation finish cladding, and much more; managed archaeological survey during regulatory compliance phase and recovery ofExcellence in Historic This $14.1 million project201 partially7 PRESE RfundedVATIO Nby D federalESIGN AtaxW AunanticipatedRDS CALIFO RburiedNIA P remainsRESERV throughoutATION FO UtheN DconstructionATION Preservation credits included the restoration and rehabilitation of a phase; design and development of a history room, whichRestoration Category WWII Officers Club as a private community center and included design and initiation of a funds development the construction of 30 bungalows around it for disabled program that secured a sizeable material donation from veterans and their families. Responsibilities included the National WWII Museum and was displayed with a research with the National Archives; forensic physical photo narrative history and cases to hold artifacts found investigation to inform scope of restoration design; survey onsite as well and donated material; assisted with the of the Officers Club; completion of a Cultural Resources development of a brick campaign to fund the replication Survey for Section 106 and CEQA compliance; which of a historic mural; and completion of a post-project included meetings with the community and interested resurvey of the Officers Club, which found it eligible for the parties; ongoing historic preservation planning and design National Register and prompted its designation as a local consultation throughout the entitlement, permitting, City Landmark. The project won the Governor’s Award and construction phases of the project in continuous for Historic Preservation (2016), California Preservation consultation with project manager, architect, contractor, Foundation Best Restoration Award (2017), Inland Empire and other members of the project team; development of Economic Partnership Red Tape to Red Carpet Award for specifications to direct materials and methods employed Best Real Estate Development and Reuse (2016), Golden for various anticipated and numerous unforeseen Nugget Merit Award for Best Renovated, Restored, or conditions and related pre-con meetings with all trades; Adaptive Re-Use Residential Project (2016), and the onsite inspection and management of restoration/ Golden Nugget Merit Award for Best Affordable Housing rehabilitation work, which included lead paint removal Community Under 30du/acre (2016). and reuse of historic siding, salvage and refinishing of
WHA | ARCHITECTS . PLANNERS. DESIGNERS 17 54 NEW MAIN LIBRARY, RIVERSIDE, CA Contract Senior Historic Preservation Planner, City of Riverside EXAMPLES OF WORK FROM JENNIFER MERMILLIOD
Staff lead to process a Certificate of Appropriateness through the City’s Cultural Heritage Board to construct a controversial $40 million new high-style Post-Modern style main library in the Seventh Street Historic District. Developed a strong compliance analysis of Title 20 and the Secretary of the Interior’s Standards and worked with the architectural design team, Assistant City Manager, City Attorney’s Office, General Services Director, Library Director, and Community and Economic Development Director to develop a successful path forward over two consecutive CHB meetings for CHB approval.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 18 55 NORTH PARK PERGOLA, RIVERSIDE, CA Contract Senior Historic Preservation Planner EXAMPLES OF WORK FROM JENNIFER MERMILLIOD
NorthNorth ParkPark PergolaPergola
Served as Project Manager for emergency demolition of a collapsed 160-foot long 1920s concrete pergola on an accelerated, three-week schedule to accommodate the opening of the annual Festival of Lights season and avoid hazardous public safety conditions. Responsibilities included scope of work design for survey, documentation, partial salvage, and removal of pergola; issuance of RFP and meeting with prospective contractors; building, coordination, and management of an interdepartmental/interdivisional project team of City staff, including Community and Economic Development - Planning Division Historic Preservation Team and Building and Safety Division, Public Works – Engineering staff, Streets Division and Traffic Engineering Division, General Services, and Parks and Recreation; and designed and directed the construction and padding of custom crates and directed the separation and crating of representative salvage samples for storage at City Corp Yard to inform future reconstruction project as well as
coordinated the salvage of portions of the structure to the Old Riverside Foundation, Councilman Gardner and the
Mission Inn Foundation, and a CHB member; survey and photography of the pergola structure, and onsite construction supervision and direction throughout the demolition phase for an early project completion. Scoping research and discussion with City Department heads to scope a follow-on stabilization program for the three remaining pergola North Parkstructures Pergola is ongoing. North Park NorthPergolaNorth ParkPark PergolaPergola
WHA | ARCHITECTS . PLANNERS. DESIGNERS 19 56 North Park Pergola North Park Pergola
MISSION INN LA TRATTORIA RESTAURANT, RIVERSIDE, CA Contract Senior Historic Preservation Planner EXAMPLES OF WORK FROM JENNIFER MERMILLIOD
Staff lead to process entitlements on this controversial Certificate of Appropriateness project for this National Landmark and Riverside’s most prestigious historic property. Brought forward successful compliance analysis of Title 20 and the Secretary of the Interior’s Standards through the strategic removal of incompatible aspects of the project in consultation with the applicant for CHB approval in time to meet project completion goals that coincided with the annual Festival of Lights.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 20 57 APPROACH & WORK PLAN
Project Approach
As we understand from the RFP, the “Project” involves multiple assignments and potential additional assignments over a three-year period with the primary purpose of providing architectural and historic preservation assistance to Planning Division staff throughout the Design Review process, from pre-submittal inquiry to public hearings and meetings of the Design Review Commission (DRC) and Historic Preservation & Cultural Resources Commission (HPCRC), in order to assist and ensure that architectural plans and other submittals meet the goals of the City’s General Plan and Specific Plan standards, codes, and applicable Design Guidelines.
• Ongoing tasks include reviewing applicant submissions; communicating and meeting with applicants/ property owners and staff; providing consultation, comment, revision, recommendations, conditions of approval, and alternative design illustrations; working closely with the City’s Landscape Architect, as needed; and serving as staff to DRC and HPCRC.
• Monthly activities will include study and review of agenda items and project details in preparation for attendance as staff, staff representative, or staff support at DRC meetings.
• Quarterly and occasional activities will include study and review of agenda items and project details in preparation for attendance as staff, staff representative, or staff support quarterly and special meetings of the HPCRC.
• Possible tasks include
• Focused education sessions for DRC and HRCRC members concerning the elements and principles of good design; architectural history; and preservation and adaptive reuse practices.
• Review of the City’s advance planning projects, including updates to the Zoning Code.
• Roundtable Workshops and Design Training to the design community on items such as the City’s Specific Plans and Design Guidelines.
• Specialized Design Services (under a separate budget) for small projects or other topics related to historic properties within the City.
Assignment and Workflow
Our Project Approach will focus on collaborative communication, efficient distribution of assignments, and timely completion of tasks. Projects for Design Review are anticipated to be received from City staff via email and/ or courier. To meet the 14-day review period and best support City staff, the WHA team will meet internally on a weekly basis to assess new projects received, provide update and collaborate on current projects under review, and finalize deliverables on completed reviews. For incoming projects, the team will identify and discuss topics, needs, and deadlines and then assign the project to one of the three members of the project team for comprehensive review.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 21 58 APPROACH & WORK PLAN (CONT.)
Assignment and Workflow (cont.)
Current projects will be the subject of update and collaboration, as needed, to ensure comprehensive review of complex projects and continue forward momentum. And completed reviews will be finalized and deliverables scheduled to email or send to City staff and coordinate next steps, such as further consultation or meeting attendance. The team lead for the assigned project will maintain communication with City staff and is anticipated to attend any required meetings but may be joined, represented, or replaced by another informed team member based on project and scheduling needs.
Deliverables Deliverables are anticipated to take the form most suited to the project and matter at hand. Anticipated forms include verbal and written consultation to staff and applicants/property owners via phone call, email correspondence, and virtual or in-person meetings; reports in memo or full format that may include narrative or matrix layout of review comments, revisions, recommendations, and conditions of approval; and alternate or suggestive illustrations or plan mark-ups. We look forward to further defining deliverables according to the needs of, and in collaboration with, City staff.
Technology As our office is designed based, we have various technological and software capabilities. From Autocad to Revit, Sketch Up to Lumion, and the entire Adobe Suite, our office utilizes computer software daily. During the last year, the team has excelled in providing design-based meetings on Zoom and other meeting platforms. Our physical office is setup with cameras and other technologies for live virtual collaboration, allowing drawing and computer- aided design to occur in the moment. For plan review, our office has found PlanGrid to be efficient and effective.
PlanGrid is a collaboration tool with real-time access to plans, keeping entire project teams working on a current set.
Key Features include:
• Mark-ups and Photo Documentation – Log observations from the field and mark up details within photos.
• Automatic Sync – Updates automatically sync on all the team member’s devices.
• Version Control – Plan revisions automatically inserted in order, so the latest plan set is worked on, without losing project history.
• Sheet Compare – Overlay different versions to spot differences.
Whether in-person or virtual, our expert team performs in both environments.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 22 59 APPROACH & WORK PLAN (CONT.)
COVID-19 Considerations Current COVID-19 procedures are anticipated to require communication and completion of project tasks in a virtual environment, and future post-COVID procedures for public meetings and other tasks remain unknown, although virtual meetings may become a normalized standard. The WHA team successfully incorporated virtual operations during 2020 and is positioned to competently support the City’s current and future COVID-19 requirements.
Additionally, a quick survey of the 2020 DRC calendar reveals an average of 3-5 projects per month for Public Hearing items. It is not known if that represents a decline due to the COVID period; however, the WHA team is appropriately staffed and equipped to accommodate light to robust DRC and HPCRC agendas, and our plan to process projects weekly according to the above workflow can be adjusted to a more frequent or less frequent regular schedule, as determined by project volume.
Our WHA collaborative team is highly experienced in our respective specialties - Architecture, Adaptive Reuse, Planning, Design Review & Historic Preservation - but our experiences also overlap. Through effective communication, regular internal project meetings, and professional collaboration, we feel that the WHA team speaks as one and ensures a level of fluency in all projects assigned to best support City staff.
HOURLY FEE SCHEDULE
Ron Nestor...... $250.00
Julia Malisos...... $150.00
Jennifer Mermilliod...... $200.00
WHA | ARCHITECTS . PLANNERS. DESIGNERS 23 60 PROFESSIONAL SERVICES AGREEMENT
Budget Estimates (rough) based on the following assumptions:
MONTHLY ACTIVITIES MAY INCLUDE:
• Design Review of applicant submissions to the Design Review Commission (DRC) of an unknown quantity (estimated 3-5 project submittals)
Ron Nestor
3 hours per submission x $250 = $750 per submission
$750/submission x 5 submissions = $3,750.00
• Preparing reports and alternative design illustrations, analyze and make specific recommendations in the form of clear, concise conditions of approval or recommended changes within a 14-day review.
Julia Malisos
8-16 hours per month x $150 = $1,200 - $2,400
• For minor projects (Over the Counter), 3-5 projects reviewed by Staff seeking advice.
Jennifer Mermilliod
6 – 10 hours / month x $200 = $1,200 - $,2000
• Miscellaneous quick calls, emails, and texts for a variety of general or specific consultation questions in the moment that may not be related to an actual submitted project
Jennifer Mermilliod
1 hour / month x $200 = $200
• Participation in monthly DRC meetings (Typically only (1) team member needs to attend based on the topic of the month, there may be times that it would require (2) team members. We have identified the most likely team member as follows:
Ron Nestor (most likely to attend)
4 hours / meeting x $250 = $1,000
Julia Malisos (secondarily likely to attend)
4 hours / meeting x $150 = $600
Jennifer Mermilliod (less likely to attend)
4 hours / meeting x $200 = $800
WHA | ARCHITECTS . PLANNERS. DESIGNERS 24 61 PROFESSIONAL SERVICES AGREEMENT
• Coordination with the City’s Landscape Architectural consultant (We estimate that this would be 2 hours per month total and that only 1 of the team members would be involved.
Ron Nestor
2 hours / month x $250 = $500
Julia Malisos
2 hours / month x $150 = $300
Jennifer Mermilliod
2 hours / month x $200 = $400
NOTE: This is not an assignment of team members. This is intended as an illustration of what may be anticipated during the course of a typical month.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 25 62 ORANGE COUNTY 680 Newport Center Dr. Suite 300 Newport Beach, CA 92660 T 949.250.0607 F 949.250.1529
BAY AREA 5000 Executive Parkway Suite 375 San Ramon, CA 94583 T 925.463.1700 F 949.250.1529
LOS ANGELES 3767 Worsham Avenue Long Beach, CA 90808 T 949.250.0607 F 949.250.1529
WHAinc.com [email protected]
63 ATTACHMENTS
A. Hourly Rates
B. References
C. Ron Nestor Resume
D. Julia Malisos Resume
E. Jennifer Mermilliod Resume
F. Certificate of Insurance
64 City of San Gabriel Request for Proposals –Architecture, Urban Design, Historic Preservation Page 17 ATTACHMENT A: HOURLY RATES
Proposing Firm: WHA | Architects . Planners . Designers
Contact Name: Ron Nestor
Position FY20 Hourly Rate FY21 Hourly Rate
Ron Nestor | Principal-In-Charge $250.00 $250.00
Julia Malisos | Project Manager $150.00 $150.00
Jennifer Mermilliod | Alt. Project Manager $200.00 $200.00
Costs List the costs for all tasks and subtasks described in the plan of work. Include a budget describing total costs and billing rates for staff time and materials. The project will require meetings with City staff and other public hearings. Estimates for meetings should be included in the proposal.
CERTIFICATION I, the undersigned, certify that I am duly authorized to represent the responding firm and am empowered to submit this proposal. In addition, I certify that I am authorized to contract with the City of San Gabriel on behalf of the firm. Lorrie Gagne Print Name
Signature
SeniorLorrie Gagne Vice - Sr. President Vice President |- Operations Operations Title
February 2nd, 2021 Date
65
ATTACHMENT B: REFERENCES
If available, please provide any samples of context work that has been completed by your firm.
Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.
Reference No. 1 Customer Name Trumark Homes Contact Individual Eric Nelson Telephone & Email 949.999.9800 | [email protected] Street Address 450 Newport Center Dr. Suite 300 City, State, Zip Code Newport Beach, CA 92660 Description of services provided Covina Bowl (1956) Rehabilitation of Googie style bowling alley including contract amount, when with Historian Jennifer Mermilliod provided and project outcome
Reference No. 2 Customer Name Rancho Mission Viejo Contact Individual Kris Maher Telephone & Email 949.240.3363 | [email protected] Street Address 28811 Ortega Hwy City, State, Zip Code San Juan Capistrano, CA 92675
Description of services provided Developed guidelines and have served as design review for much including contract amount, when of the development of the property. provided and project outcome
Reference No. 3 Customer Name City of Riverside Contact Individual Scott Watson Telephone & Email 951.826.5507 | [email protected] Street Address 3900 Main St. 3rd Floor City, State, Zip Code Riverside, CA 92522 Description of services provided Historian/Architectural Historian Jennifer Mermilliod has served in including contract amount, when a contract historic preservation planning consultant role, including provided and project outcome Design Review, for the City of Riverside since 2016.
66
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances.
Do you have any disqualification as described in the above paragraph to declare?
Yes No
If yes, explain the circumstances.
nd Executed on February 2 , 2021 at Newport Beach, CA under penalty of perjury of the laws of the State of California, that the foregoing is true and correct.
Signature ofLorrie Auth Gagneorized - Sr.Pro Vicepos ePresidentr Repres - enOperationstative
67 RON NESTOR AIA, NCARB, LEED, AP
SENIOR PRINCIPAL
EDUCATION: With over 40 years of design and planning experience in a wide variety of product types, Ron’s projects include some of the most recognized in the region. Ron’s residential experience Bachelor of Science in Architecture includes the planning and design of communities consisting of single-family homes, California State Polytechnic University, townhomes and condominiums throughout California, numerous affordable apartments, Pomona, California office parks, industrial facilities, and Ambassador Gardens in Pasadena - a once-in-a-career project set on a historic estate. Ron’s proven experience with historic buildings showcases Bachelor of Architecture his talent in capturing the essence of each project’s original personality. California State Polytechnic University, Pomona, California His design approach balances efficiency, style, and sustainability while working closely with clients to achieve their dreams. REGISTRATIONS: He takes into consideration the fact that people will build their lives within these designed Licensed Architect State of California environments, and his projects have been recognized by the industry as leading examples of quality design, new urbanism, sustainability and smart growth. Licensed Architect State of Texas
National Council of Architectural Registrations PROJECT EXPERIENCE: Board, NCARB Ambassador Gardens Luxury Condos, Townhomes & Flats AFFILIATIONS: City Ventures | Pasadena, CA American Institute of Architects Las Ventanas Building Industry Association Affordable Apartments and Mixed-Use AMCAL | Long Beach, CA Urban Land Institute Society of Architectural Historians Luxaira Senior Apartments Los Angeles Conservancy Related California | Irvine, CA California Preservation Foundation Oceana National Trust for Historic Preservation Multifamily Apartments AMCAL | Huntington Beach, CA CONTACT:
P: 949.250.0607 E: [email protected]
WHA | ARCHITECTS . PLANNERS. DESIGNERS 68 RON NESTOR | HISTORIC PROPERTIES EXPERIENCE
‘Lifetime Member’ of the Society of Architectural Historians
Architectural History instructor at Cerritos College 1984-1988
Member: California Preservation Foundation, Los Angeles Conservancy & National Trust for Historic Preservation
• Union Station Gateway, Los Angeles: Design of the 28-story MTA Tower and Patsaurous Transit Plaza addition to the National Historic Landmark (1938-9) Union Station, “the last of the Great Stations” in America
• RMB Realty Mixed-Use Center across from Hollywood/Highland Center (unbuilt) incorporating the landmark First National Bank tower (1928), Cafe Montmartre (first nightclub in Hollywood) (1922) and Embassy Club (1929). These buildings are part of the National Historic Landmark Hollywood Boulevard Commercial and Entertainment District.
• 11 Historic Rehabilitations within the National Register Downtown Santa Ana Historic District:
• Phillips Block Building, Santa Ana (1909/1923) • Old City Hall (now Playground Advertising), Santa Ana (National Landmark) (1935) • West End Theater Building, Santa Ana (1915) • WH Spurgeon Building, Santa Ana (National Landmark) (1913) • Builder’s Exchange Building, Santa Ana (1928) • Pacific Building, Santa Ana (1925) • American Legion Hall, Santa Ana (1911) • Ramona Building, Santa Ana (1922) • Empire Building, Santa Ana (1933) • Santa Ana Cafe (now Mix Mix Kitchen), Santa Ana (1935) • Church of the Messiah (unbuilt addition)(1889)
• Historic Rehabilitation of the Danville Hotel and McCauley House (1890) in Danville, CA.
• 400 S. Beverly Drive, Beverly Hills (1950) (renovation 2009) Rehabilitation and restoration of a Mid-Century Modern office building
• Mariner’s Medical Arts Building, Newport Beach (Architect: Richard Neutra) (1963): I served on a committee to save the building from Demolition
• Yorba Linda Station Plaza, a new shopping center (1980) incorporating the Richard Nixon Birthplace (later moved to the Richard Nixon Presidential Library) and historic Yorba Linda Train Depot
• Jefferson Park Terrace Apartments (completed 2013) incorporating the original “Fatburger” stand, a City of Los Angeles Cultural Landmark
• Participant in Historical Resources Assessment of El Alisal (1897), the Charles Fletcher Lummis House in Los Angeles’ Arroyo Seco (2006)
WHA | ARCHITECTS . PLANNERS. DESIGNERS 69 RON NESTOR | HISTORIC PROPERTIES EXPERIENCE
• Ambassador Gardens – development of 70 new condominiums within the historic Merritt Estate / former Ambassador College campus on Orange Grove Avenue in Pasadena
• Rehabilitation of 3366 Via Lido, mid-century office building (1950)
• Historic Resources Report for Farmhouse in Alamo, CA (1909)
• Historic Resources Report for Farmhouse in Stockton, CA (1915)
• Sportsmen’s Lodge Hotel (1962) Reuse Evaluation
• Covina Bowl (1956) Rehabilitation of Googie style bowling alley (with Historian Jennifer Mermilliod)
Several of these projects have received Awards and Recognition from
• The American Institute of Architects (Old City Hall)
• Pacific Coast Builder’s Conference Gold Nugget Awards (Old City Hall)
• City of Santa Ana Preservation Awards (Phillips Block Building & Old City Hall)
• City of Santa Ana Restoration Awards (Phillips Block Building & Old City Hall)
• City of Pasadena 2017 Historic Preservation Award (Ambassador Gardens)
• 2017 Commendation from California State Senate to Ron Nestor for Efforts to Preserve Pasadena’s Rich Heritage
WHA | ARCHITECTS . PLANNERS. DESIGNERS 70 RON NESTOR | HISTORIC PROPERTIES EXPERIENCE
OLD SANTA ANA CITY HALL (DGWB ADVERTISING), Santa Ana, CA
Removing decades of neglectful remodeling, the interior of this National Register Landmark was stripped to its raw essentials to reveal long-hidden architectural detail and the transformation into a creative space for Orange County’s largest home-based advertising company. The project included renovation of the lobby, three upper floors and basement. The project also included the complex relocation within the building of an AT&T Wireless transfer station.
Designed by Ron Nestor while with Nestor+Gaffney Architecture, LLP
Awards: 2001 Merit Award American Institute of Architects / Orange County 2001 Grand Award Pacific Coast Builder’s Conference Gold Nugget Awards 2004 Honor Award City of Santa Ana Restoration Award, Outstanding Preservation Project
PHILLIPS HUTTON BLOCK (Griffin Structures, City of Santa Ana), Santa Ana, CA
Abandoned for nearly 30 years, this project restored the block to its 1924 appearance and rehabilitated the building to meet current seismic and safety requirements. The building was built in phases between 1895 and 1924 and is on the only corner with four National Register listed historic buildings remaining in the City.
Designed by Ron Nestor while with Nestor+Gaffney Architecture, LLP
Awards: 2005 Honor Award City of Santa Ana Restoration Award 2007 Honor Award City of Santa Ana Preservation Award
WHA | ARCHITECTS . PLANNERS. DESIGNERS 71 RON NESTOR | HISTORIC PROPERTIES EXPERIENCE
W.H. Spurgeon Building (Spurgeon Venture, LLC), Santa Ana, CA
This National Register Landmark building, built in 1913 by the founder of the City, is one of the dominant visual images of the downtown. Current work includes cleaning and restoration of the exterior, renovation of the lobby, exterior illumination, and restoration of the ornament of the Clock Tower. Rehabilitation of the three office floors into residential lofts, creation of a courtyard garden, stabilization of courtyard walls to water intrusion, and ground floor improvements for retenanting.
Designed by Ron Nestor while with NestorGroup Architecture
Continuing work with WHA
West End Theatre Building (CM Theatre), Santa Ana, CA
The National Register Landmark building, built in 1915, was the first theater built specifically for motion pictures in Orange County. When the theater was closed, it was transformed into retail and office space (the second floor still contains ornament from the old theater). Completed work includes exterior stabilization of the glazed tiles, cleaning, repair of water intrusion problems, repainting of ornament with a new color scheme, and a new signage program to restore its appearance to the original, based on research from the First American Title Insurance archives.
Designed by Ron Nestor while with NestorGroup Architecture
Danville Hotel & McCauley House (Castle Companies), Danville, CA
Sitting at the center of the Town of Danville, once a weekend getaway for wealthy San Franciscans, is the Historic Danville Hotel (1891) and the adjacent McCauley House. The McCauley family operated the hotel. WHA has completed a rehabilitation plan for the buildings as part of a larger redevelopment plan that will include new shopping and housing. The project removed of non-historic elements, stabilization of the buildings’ structure, and adaptation for new retail and residential uses.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 72 RON NESTOR | HISTORIC PROPERTIES EXPERIENCE
The Ramona Building, Santa Ana, CA
WHA has completed the rehabilitation plan and construction is complete on the 1922 downtown commercial building. Years of interior modifications have been removed for a new ground floor tenant, Esports, a computer-gaming area, with creative offices on the upper floor and multiple uses within the basement. The building is listed on the National Registered Historic Downtown and the historic facade will be conserved.
400 Beverly, Beverly Hills, CA
Restoration, rehabilitation of a neglected 1950 Mid-Century office building included facade repair and restoration, upgrade to lobbies, accessibility accommodations, and re-landscaping. Nestor+Gaffney Architecture.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 73 RON NESTOR | HISTORIC PROPERTIES EXPERIENCE
ADDITIONAL EARLY HISTORIC WORK: Union Station LA 40th Anniversary Committee • While a student at Cal Poly Pomona Nixon Birth House & Yorba Linda Station • Incorporating into new shopping center while with Berkus Group Arch Nixon House later moved to Nixon Library.
ADDITIONAL HISTORIC WORK with McLarand, Vasquez & Partners: MTA Headquarters Tower at Union Station
• Principal Design Architect, Competition Winner. Worked to tie project into the historic station complex.
ADDITIONAL HISTORIC WORK with Nestor+Gaffney Architecture: Church of the Messiah, Santa Ana
• Addition to 1889 church, unbuilt.
ADDITIONAL HISTORIC WORK with WHA: Empire Building, Santa Ana • Restaurant Tenant improvement within a National Register listed building Pacific Building, Santa Ana • New storefront entry on a National Register listed building Little Sparrow Cafe, Santa Ana • New Restaurant with Exterior Rehabilitation in a local-listed building Farmhouse, Alamo, CA • Historic Resources Report Farmhouse, Stockton, CA • Historic Resources Report Covina Bowl, Covina, CA • Current Project to preserve and rehabilitate a 1956 Googie bowling alley in conjunction with Historian Jennifer Mermilliod and Trumark Homes. This building has been identified by the Los Angeles Conservancy as the most- endangered historic building in the region.
WHA | ARCHITECTS . PLANNERS. DESIGNERS 74 JULIA MALISOS LEED AP
PRINCIPAL
EDUCATION: Julia is a planner with 15 years of progressive experience across a range of professional functions in the development industry. She has proven ability to obtain jurisdictional Master of Urban & Regional Planning approvals, manage large-scale multi-faceted projects, and lead teams of both internal University of California, Irvine and external personnel. Irvine, California
Key areas of expertise include preparation of design guidelines, specific plans, and other Bachelor of Science in Planning policy documents, entitlement processing, project management, site design, code research Arizona State University and compliance, public hearings, community outreach, and leadership. Tempe, Arizona
Julia is experienced in physical and policy planning for infill development as well as greenfield master-planning. From 2012-2019, Julia was a Planning and Transportation Commissioner REGISTRATIONS: for the City of Mission Viejo and served as the Chair and Vice Chair as well as a Traffic Subcommittee and Design Review Subcommittee member. Julia’s unique experience in USGBC - LEED Accredited Professional both the private and public sector has tremendously contributed to her success in the planning industry from both sides of the process.
For many years, WHA has served as Planner and Master Architect for the Rancho Mission AFFILIATIONS: Viejo company, for the master planned communities of the 4000 acre Ladera Ranch, Covenant Urban Land Institute Hills (one of the first “Green Communities” in America), and currently, the 23,000 acre Rancho Mission Viejo community, a landmark achievement combining substantial natural Building Industry Association reserves, ranching in perpetuity, and balanced residential and commercial development. United States Green Building Council Julia and our planning teams have developed guidelines and have served as design review American Planning Association for much of the development of the property.
PROJECT EXPERIENCE: Parkside Specific Plan and Amendment Lewis Management Corp. | Ontario, CA
Glenborough Design Guidelines CONTACT: Easton Development Company | Sacramento County, CA
P: 949.250.0607 Magnolia Tank Farm E: [email protected] Specific Plan Shopoff Group | Huntington Beach, CA
Legado Specific Plan Newport Pacific Land Company | Menifee, CA
WHA | ARCHITECTS . PLANNERS. DESIGNERS 75 JENNIFER Jennifer Mermilliod, M.A. MERMILLIOD M.A. JM Research & Consulting PRINCIPAL HISTORIAN | ARCHITECTURAL HISTORIAN 4049 Almond Street, Suite 201 Riverside, CA 92501 EDUCATION: JMRC provides a high level of professional integrity that is responsive to the needs of private and public entities, individuals, and multi-partner teams. JMRC routinely contracts Master of Arts in History or coordinates with local, state, and federal agencies to ensure compliance with the 951-233-6897 Specialization in Historic Preservation California Environmental Quality Act (CEQA), Assembly Bill 52 (AB 52), Senate Bill 18 (SB University of California, Riverside 18), Section 106 of the National Historic Preservation Act (Section 106), and the National [email protected] Riverside, California Environmental Quality Act (NEQA).
Bachelor of Arts in History JMRC’s portfolio features preservation planning and management; policy and program University of California, Riverside development; regulatory compliance; public meeting, hearing, and community presentation; Riverside, California Statement of grantQualifications acquisition and management; project design, entitlement, & permitting, Expertise and construction consultation; management of contractors and trades; project team development and management; research and historic context development; evaluation and designation at all levels; mitigation development and compliance; marketing and fund development; JenniferAFFILIATIONS: Mermilliod,and engaging M.A., public, press, Principal and political figures. Historian/Architectural Historian exceeds the Secretary of the Interior's National Trust for Historic Preservation, General With 18 years of experience, Jennifer Mermilliod, M.A., Principal is a highly qualified ProfessionalMember #58551599. Qualificationsprofessional who has directed Standards many large-scale and complex for projects Historyand has a firm and Architectural History. California Preservation Foundation, General grasp on the integration of preservation and planning. She has completed numerous projects ranging in size from a single property to over 2000 parcels. As an expert in the Member #21244. field, Jennifer also presents professionally, is widely published, and is highly regarded for Old Riverside Foundation, General Member; her professional counsel and ability to balance multiple interests in the management of ProjectBoard of Directors (2003-2005)Design, Entitlementextremely high-level, sensitive &projects. Consultation Historic Preservation Planning, Policy & Programs Cultural Resources/Historic Consultant, JM Research & Consulting, since 2001 Regulatory Compliance – Section 106 & CEQA Cultural Resources Treatment & Management AWARDS: Governor’s Award for Historic Preservation Survey, EvaluationHomefront & atContext Camp Anza. 2016. Development National Register, California Register, & Local Registration
California Preservation Foundation Best Restoration Award Design Review, CaseHomefront at Pla Camp Anza.nning, 2017. & Plan Check Presentation, Public Relations, & Outreach CONTACT: Inland Empire Economic Partnership Red Tape to Red Carpet Award for Best Real Estate Development and Reuse P: 951.233.6897 Homefront at Camp Anza. 2016. E: [email protected] Education Golden Nugget Merit Award for Best Renovated, Restored, or Adaptive Re-Use Residential Project Homefront at Camp Anza. 2016. Golden Nugget Merit Award, Best Affordable Housing Community Under 30du/acre UC, Riverside, M.A.,Homefront History, at Camp Anza. 2016. specialization in Historic Preservation, 2001 UC, Riverside, B.A., History, 2000 76
Professional Experience
Cultural Resources/Historic Consultant, JM Research & Consulting, since 2001 Reviewing Official under SHPO MOU, March Joint Powers Authority, since 2012 Contract Historic Preservation Senior Planner, City of Riverside, since 2016 Historic Consultant and On-film Historian, HGTV & DIY Network, Restored Show, Seasons 1-6, since 2016
Selected Projects
Preservation Planning, Policy & Programs Mission Heritage Plaza Substantial Compliance Analysis, Wakeland Housing & Development, Riverside, 2020 National Register Nomination (draft): Evergreen Cemetery, Riverside, 2020 First American Title Company, 4th & Main Apartment Project, City of Santa Ana, 2020 National Register Nomination: Bumann Ranch, Encinitas, 2020 San Jacinto General Plan Update, City of San Jacinto, 2019 Landmark Nomination: Bigelow’s Bungalow, Riverside, 2018 Historic Interpretive Entry Design & Plaque: Marywood Retreat Center, Orange, 2017 San Jacinto Downtown Specific Plan, City of San Jacinto, 2017 National Register Nomination: Jefferson Elementary School, Corona, 2017 Citywide Streetlight LED Conversion Project, City of Riverside, 2017 City of Riverside North Park Pergola Collapse – Salvage & Documentation Program, City of Riverside, 2017 Landmark Plaque: The Patsy O’Toole House, Riverside, 2016 Landmark Plaque: The Nielson Pool House, Riverside, 2016 Landmark Nomination and Plaque: Camp Anza Officers Club, Riverside, 2016 History Room Design & Interpretive Display: Camp Anza Officers Club, Riverside, 2016 City of Redlands Certified Local Government Program Development, 2015 Chicago/Linden Strategic Plan, City of Riverside, 2013 National Register Nomination: Huntington Beach Public Library on Triangle Park, Huntington Beach, 2013 California Baptist University Specific Plan, Riverside, 2012 Landmark Nomination and Plaque: The Walter C. Banks Residence, Riverside, 2012 Historic District Nomination: Segment of State Route 18, Corona, 2012 Landmark Nomination and Plaque: The A.C.E. Hawthorne House and Tree, Riverside, 2012 National Register Nomination: Grand Boulevard, Corona, 2011 California Register Nomination: The Jackson Building, Riverside, 2009 Landmark Nomination and Plaque: The Jackson Building, Riverside, 2008 California Point of Historical Resources Nomination: Camarillo Ranch House, Camarillo, 2005 National Register Multiple Property Nomination: Architecture of the Arts and Crafts Movement, Pasadena, 2004 Structure of Merit Nomination: House at 3855-59 11th Street, Riverside, 2003 National Register Nomination: Camarillo Ranch House, Camarillo, 2003
CEQA Compliance Covina Bowl, Covina, 2020 La Atalaya, Altura Credit Union Member House, Riverside, 2019 JENNIFER MERMILLIOD | EXPERIENCE STATEMENT OF QUALIFICATIONS & EXPERTISE
Jennifer Mermilliod, M.A., Principal Historian/Architectural Historian exceeds the Secretary of the Interior’s Professional Qualifications Standards for History and Architectural History.
• Project Design, Entitlement & Consultation • Historic Preservation Planning, Policy & Programs • Regulatory Compliance – Section 106 & CEQA • Cultural Resources Treatment & Management • Survey, Evaluation & Context Development • National Register, California Register, & Local Registration • Design Review, Case Planning, & Plan Check • Presentation, Public Relations, & Outreach
Professional Experience
Reviewing Official under SHPO MOU, March Joint Powers Authority, since 2012 JMRC is contracted to act as Reviewing Official under a Memorandum of Understanding (MOU) to March Joint Powers Authority (MJPA) on behalf of the California State Historic Preservation Officer (SHPO) for the preservation and disposition of MJPA historic properties located within March Field Historic District in Riverside County, California. Duties include review, analysis, and consultation with MJPA, agencies, and technical professionals regarding proposed undertakings to ensure compliance under the MOU.
Contract Historic Preservation Senior Planner, City of Riverside, since 2016 JMRC is contracted to provide Historic Preservation Senior Planner services in the management of the Historic Preservation Program. Responsibilities include preservation planning; consultation on local ordinances, processes, and planning; management of large-scale surveys and projects; Native American relationship development, AB 52 and SB 18 consultation, and monitoring oversight; case planning, presentation, and staff support to Cultural Heritage Board and City Council; contractor management; community workshop leadership; grant writing and management of grant-funded projects; preparation of multi-media and educational material; historic research and evaluation; Section 106, CEQA, and Title 20 compliance coordination; review of technical studies and environmental documents; staff and outside consultant oversight; and inter-departmental coordination at all levels.
Historic Consultant and On-film Historian, HGTV & DIY Network, Restored Show, Seasons 1-6, since 2016 JMRC is contracted to the Restored Show, which airs on HGTV-DIY Network and features Inland Empire properties. JMRC provides research and consultation to production staff, prepares historic reports, and works with the production and directorial team to scout inspiration houses, locations, candidates, and to film history beats. Jennifer Mermilliod serves as an on-film historian, providing on-camera recommendations and dialogue with the show host regarding restoration work, local history, historic preservation treatment, and property-specific construction, ownership, and use history.
77 JENNIFER MERMILLIOD | EXPERIENCE SELECTED PROJECTS
Preservation Planning, Policy & Programs • Mission Heritage Plaza Substantial Compliance Analysis, Wakeland Housing & Development, Riverside, 2020 • National Register Nomination (draft): Evergreen Cemetery, Riverside, 2020 • First American Title Company, 4th & Main Apartment Project, City of Santa Ana, 2020 • National Register Nomination: Bumann Ranch, Encinitas, 2020 • San Jacinto General Plan Update, City of San Jacinto, 2019 • Landmark Nomination: Bigelow’s Bungalow, Riverside, 2018 • Historic Interpretive Entry Design & Plaque: Marywood Retreat Center, Orange, 2017 • San Jacinto Downtown Specific Plan, City of San Jacinto, 2017 • National Register Nomination: Jefferson Elementary School, Corona, 2017 • Citywide Streetlight LED Conversion Project, City of Riverside, 2017 • City of Riverside North Park Pergola Collapse – Salvage & Documentation Program, City of Riverside, 2017 • Landmark Plaque: The Patsy O’Toole House, Riverside, 2016 • Landmark Plaque: The Nielson Pool House, Riverside, 2016 • Landmark Nomination and Plaque: Camp Anza Officers Club, Riverside, 2016 • History Room Design & Interpretive Display: Camp Anza Officers Club, Riverside, 2016 • City of Redlands Certified Local Government Program Development, 2015 • Chicago/Linden Strategic Plan, City of Riverside, 2013 • National Register Nomination: Huntington Beach Public Library on Triangle Park, Huntington Beach, 2013 • California Baptist University Specific Plan, Riverside, 2012 • Landmark Nomination and Plaque: The Walter C. Banks Residence, Riverside, 2012 • Historic District Nomination: Segment of State Route 18, Corona, 2012 • Landmark Nomination and Plaque: The A.C.E. Hawthorne House and Tree, Riverside, 2012 • National Register Nomination: Grand Boulevard, Corona, 2011 • California Register Nomination: The Jackson Building, Riverside, 2009 • Landmark Nomination and Plaque: The Jackson Building, Riverside, 2008 • California Point of Historical Resources Nomination: Camarillo Ranch House, Camarillo, 2005 • National Register Multiple Property Nomination: Architecture of the Arts and Crafts Movement, Pasadena, 2004 • Structure of Merit Nomination: House at 3855-59 11th Street, Riverside, 2003 • National Register Nomination: Camarillo Ranch House, Camarillo, 2003
CEQA Compliance • Covina Bowl, Covina, 2020 • La Atalaya, Altura Credit Union Member House, Riverside, 2019 • Ent rada, Wakeland Housing & Development, Riverside, 2019 • Mai n Library, City of Riverside, 2018 • Red lands YMCA Properties, Redlands, 2017 • Mar ywood Retreat Center, Orange, 2013-2017 • Mis sion Inn La Trattoria Pergola & Wine Tasting Room, Riverside, 2016
78 JENNIFER MERMILLIOD | EXPERIENCE SELECTED PROJECTS (cont.)
CEQA Compliance (cont.) • Rhuna u, Rhunau, Clark Building, Riverside, 2016 • Arlington Plaza, Riverside, 2016 • Mission Lofts, Riverside, 2015 • Lakeside Temescal Valley Project Lake Corona, Corona, CA • Harris Farm Townhomes, Riverside, 2015 • Dhammakaya Retreat, Azusa, 2013 • Riverside Plaza Harris’ Department Store, Riverside, 2012 • Old Town Plaza, San Jacinto, 2011 • Pfennighausen Ranch, Pedley, County of Riverside, 2010 • March Field Historic District Garage Building #113, March Joint Powers Authority, 2009 • Five Points Realignment, City of Riverside, 2008 • Fox Block, City of Riverside, 2007
Section 106 & CEQA Compliance • Prado Dam & Reservoir Improvement Project, Santa Ana River, 2017-present • Home Front at Camp Anza - Camp Anza Officers Club, City of Riverside, 2013-2017 • HRER, Colton Undergrade & C Street Crossing Seismic Retrofit Projects, City of Colton, Caltrans District 8, 2014 • HPSR & FOE, University Avenue Streetscape Project, City of Riverside, Caltrans District 8, 2005 • HPSR & FOE, Victoria Avenue Streetscape & Parkway Restoration Project, City of Riverside, Caltrans District 8, 2004 • HPSR, Jurupa Avenue Underpass / Mountain Avenue Crossing Closure Project, City of Riverside, Caltrans District 8, 2001
Section 106 Compliance • Entrada, Wakeland Housing & Development, Riverside, 2019 • Mission Heritage Plaza & Civil Rights Museum, Wakeland Housing & Development, Riverside, 2017 • HPSR, Inglewood Avenue Corridor Widening Project, City of Lawndale, Caltrans District 7, 2013 • Van Buren Improvement Project, March Joint Powers Authority, County of Riverside, EDA, 2013 • Wattstar Cinema and Education, Los Angeles, 2010 • County of San Bernardino Lead Abatement Program, Highland, Redlands, & San Bernardino, 2003
79 JENNIFER MERMILLION | EXPERIENCE PROFESSIONAL ACTIVITIES
Publications
The New Home Company Announces Marywood Hills, a Historic Collection of Luxury Residences with Unobstructed Views of the City of Orange. Press Release co-authored for immediate by The New Home Company. April 2018.
The Grandest Boulevard. Riverside County Historical Commission and the Riverside County Regional Park and Open- Space District, The Riverside County Chronicles, Issue No. 5. Fall 2011.
Riverside Project Wins Governor’s Award for Historic Preservation: ‘Home Front at Camp Anza’ Brings New Life to Old Officers Club. Press Release authored for immediate release by City of Riverside. October 4, 2016.
Historic Resources Inventory Database Web site: Instructions for Online Navigation. Historic Resources Database Web site User’s Manual prepared for the City of Riverside. September 2002.
Historic Resources Inventory: Instructions for Recording and Viewing. Historic Resources Database User’s Manual prepared for the City of Riverside. September 2001.
Presentations, Speaking Engagements, and Instruction City of Riverside Cultural Heritage Board Continuing Education – Regulatory Compliance: Balancing Architectural Compatibility and Differentiation in Historic Preservation. TBD 2021 Creating Space for Women: Julia Morgan, Architect, and the Riverside YWCA. Women In Tandem (WIT). COVID HOLD. The History of the Automobile in Riverside, Riverside Historical Society Four-Part Lecture Series. 2018-2021. Part 1. The Automobile Comes to Town: The Birth of the Automobile Industry in Riverside, 1902-1913. 2018. Part 2. From Agriculture to Automobile: The Internalization of a New Economy, 1913-1928. 2019. Part 3. COVID HOLD. Part 4. COVID HOLD. Historic Preservation: The Field of Public History. Notre Dame High School Career Day. September 2018. Historic Preservation: The Field of Public History. Riverside East Rotary Club. July 2018. Historic Preservation: The Field of Public History. Riverside Uptown Kiwanis. December 2017. Architecture: Form, Function, and Ornamentation. Architecture Series. Diocese of San Bernardino, OLPH. Oct. 2011. How to Research Your Historic Home. City of Riverside Public Workshop. October 2010. Riverside’s Hidden Histories: The Gems Among Us – Nava Tires. Mission Inn Foundation and Museum. June 17, 2010. The Art of the Survey. Riverside County Historical Commission 5th Annual Symposium. October 26, 2007. The Field of Public History. California State University, Fullerton. Dr. Wendy Elliott Scheinberg. November 14, 2006. Arlington Heights, the Realization and Preservation of a California Dream. CPF Conference. May 14, 2005. How to Research Your Historic Home. Riverside County Historical Commission History Workshop. April 16, 2004.
80 ATTACHMENT F
DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 8/11/2020 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Dealey, Renton & Associates PHONE FAX (A/C, No, Ext): (A/C, No): License #0020739 E-MAIL 790 E. Colorado Blvd. Suite 460 ADDRESS: [email protected] Pasadena CA 91101 INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A : Travelers Property Casualty Company of America 25674 WILLIHEZM INSURED INSURER B : Travelers Casualty and Surety Co of America 31194 William Hezmalhalch Architects, Inc. dba WHA Inc. INSURER C : The Travelers Indemnity Company of Connecticut 25682 680 Newport Center Drive, Suite 300 INSURER D : Newport Beach, CA 92660 INSURER E :
INSURER F : COVERAGES CERTIFICATE NUMBER: 551736030 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y 6802H222545 9/1/2020 9/1/2021 EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED CLAIMS-MADEX OCCUR PREMISES (Ea occurrence) $ 1,000,000 X Contractual MED EXP (Any one person) $ 10,000
Liability PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 PRO- POLICY X JECT LOC PRODUCTS - COMP/OP AGG $ 2,000,000 OTHER: $ C Y Y COMBINED SINGLE LIMIT $ AUTOMOBILE LIABILITY BA4973L137 9/1/2020 9/1/2021 (Ea accident) 1,000,000 ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ X AUTOS ONLY X AUTOS ONLY (Per accident) $
A X UMBRELLA LIAB X OCCUR CUP7183Y915 9/1/2020 9/1/2021 EACH OCCURRENCE $ 5,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $ 5,000,000
DED RETENTION $ $ A WORKERS COMPENSATION Y PER OTH- UB4J136671 9/1/2020 9/1/2021 X STATUTE ER AND EMPLOYERS' LIABILITY Y / N ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? N N / A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 B Professional Liability 106367329 9/1/2020 9/1/2021 Per Claim $2,000,000 Claims Made Annual Aggregate $6,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) *For Proposal Purposes Only*
CERTIFICATE HOLDER CANCELLATION 30 Day Notice of Cancellation
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. *For Proposal Purposes* AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD
81 ATTACHMENT F
Policy # BA4973L137 COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET WAIVER OF SUBROGATION
This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following replaces Paragraph A.5., Transfer of required of you by a written contract executed Rights Of Recovery Against Others To Us, of the prior to any "accident" or "loss", provided that the CONDITIONS Section: "accident" or "loss" arises out of the operations 5. Transfer Of Rights Of Recovery Against Oth- contemplated by such contract. The waiver ap- ers To Us plies only to the person or organization desig- We waive any right of recovery we may have nated in such contract. against any person or organization to the extent
CA T3 40 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission.
82 ATTACHMENT F
COMMERCIAL GENERAL LIABILITY ÐÑÔ×ÝÇ ÒËÓÞÛÎæ 6802H222545 ISSUED DATE: 8/11/2020
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Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for "bodily injury" or "property damage" included in the "products- completed operations hazard", provided that such contract was signed and executed by you before, and is in effect when, the bodily injury or property damage occurs.
Any project to which an applicable contract described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies.
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83 ATTACHMENT F
COMMERCIAL GENERAL LIABILITY ÐÑÔ×ÝÇ ÒËÓÞÛÎ 6802H222545 ISSUED DATE: 8/11/2020 ÌØ×Í ÛÒÜÑÎÍÛÓÛÒÌ ÝØßÒÙÛÍ ÌØÛ ÐÑÔ×ÝÇò ÐÔÛßÍÛ ÎÛßÜ ×Ì ÝßÎÛÚËÔÔÇò ßÜÜ×Ì×ÑÒßÔ ×ÒÍËÎÛÜ ÔÛÍÍÛÛÍ ÑÎ ÍÝØÛÜËÔÛÜ ÐÛÎÍÑÒ ÑÎ
̸· »²¼±®»³»²¬ ³±¼·º·» ·²«®¿²½» °®±ª·¼»¼ «²¼»® ¬¸» º±´´±©·²¹æ ÝÑÓÓÛÎÝ×ßÔ ÙÛÒÛÎßÔ Ô×ßÞ×Ô×ÌÇ ÝÑÊÛÎßÙÛ ÐßÎÌ
Any person or organization that you agree in a written contract, on this Coverage Part, provided that such written contract was signed and executed by you before, and is in effect when the "bodily injury" or "property damage" occurs or the "personal injury" or "advertising injury" offense is committed.
Any project to which an applicable written contract with the described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies.
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84 ATTACHMENT F
COMMERCIAL GENERAL LIABILITY COVERAGE NAMED INSURED: William Hezmalhalch Architects, Inc.
POLICY NUMBER:
ADDITIONAL COVERAGES BY WRITTEN CONTRACT OR AGREEMENT
This is a summary of the coverages provided under the following forms (complete forms available):
Excerpt from COMMERCIAL GENERAL LIABILITY COVERAGE (FORM #CG T1 00 02 19) SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS 4. OTHER INSURANCE - d. PRIMARY AND NON-CONTRIBUTORY INSURANCE IF REQUIRED BY WRITTEN CONTRACT: If you specifically agree in a written contract or agreement that the insurance afforded to an insured under this Coverage Part must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such insured which covers such insured as a named insured, and we will not share with that other insurance, provided that: (1) The "bodily injury" or "property damage" for which coverage is sought occurs; and (2) The "personal and advertising injury" for which coverage is sought is caused by an offense that is committed; subsequent to the signing of that contract or agreement by you.
Excerpt from XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS AND SURVEYORS (FORM #CG D3 79 02 19) PROVISION M. - BLANKET WAIVER OF SUBROGATION - WHEN REQUIRED BY WRITTEN CONTRACT OR AGREEMENT: If the insured has agreed in a written contract or agreement to waive that insured's right of recovery against any person or organization, we waive our right of recovery against such person or organization, but only for payments we make because of: a. "Bodily injury" or "property damage" that occurs; or b. "Personal and advertising injury" caused by an offense that is committed; subsequent to the signing of that contract or agreement.
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85 ATTACHMENT F
WORKERS COMPENSATION AND EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 99 03 76 ( A)
POLICY NUMBER: UB4J136671
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT CALIFORNIA (BLANKET WAIVER)
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. The additional premium for this endorsement shall be % of the California workers' compensation pre- mium.
Schedule
Person or Organization Job Description
Any Person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.)
Insurance Company Countersigned by Travelers Property Casualty Company of America
DATE OF ISSUE: 8/11/2020 Page 1 of 1
86 ATTACHMENT F
POLICY NUMBER: BA4973L137 COMMERCIAL AUTO CA 20 48 10 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DESIGNATED INSURED FOR COVERED AUTOS LIABILITY COVERAGE
This endorsement modifies insurance provided under the following:
AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by this endorsement. This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement does not alter coverage provided in the Coverage Form. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.
Named Insured: William Hezmalhalch Architects, Inc.
Endorsement Effective Date: 9/1/2020
SCHEDULE
Name Of Person(s) Or Organization(s):
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
Each person or organization shown in the Schedule is an "insured" for Covered Autos Liability Coverage, but only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision contained in Paragraph A.1. of Section II – Covered Autos Liability Coverage in the Business Auto and Motor Carrier Coverage Forms and Paragraph D.2. of Section I – Covered Autos Coverages of the Auto Dealers Coverage Form.
CA 20 48 10 13 © Insurance Services Office, Inc., 2011 Page 1 of 1
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