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HomeMy Public PortalAboutAgreement_2013-08-20_GPA Consulting, Inc_Creation of Historic Preservation OrdinanceCONSULTANT SERVICES AGREEMENT Environmental Services By and Between THE CITY OF TEMPLE CITY, a municipal corporation and GPA Consulting, Inc. RN #4822-7830-4520 v] -1- AGREEMENT FOR CONSULTANT SERVICES BETWEEN THE CITY OF TEMPLE CITY, CALIFORNIA AND GPA CONSULTING, INC. This Agreement for Consultant Services ("Agreement") is entered into as of this 20th day of August, 2013 by and between the City of TEMPLE CITY, a municipal corporation ("City") and GPA Consulting, Inc., a GPA Consulting, Inc ("Consultant"). City and Consultant are sometimes hereinafter individually referred to as "Party" and hereinafter collectively referred to as the "Parties." RECITALS A. City has sought, by a Request For Proposal (RFP), the performance of the Creation of an Historic Preservation Ordinance defined and described particularly in Section 2 of this Agreement. B. Consultant, following submission of a Proposal for the performance of the services defined and described particularly in Section 2 of this Agreement, was selected by the City to perform those services. C. Consultant was selected by the City on the basis of Consultant's demonstrated competence and the professional qualifications necessary for the satisfactory performance of the services required. D. Pursuant to the City of Temple City's Municipal Code, City has authority to enter into this Consultant Services Agreement and the City Manager has authority to execute this Agreement. E. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Section 2 of this Agreement and desire that the terms of that performance be as particularly defined and described herein. OPERATIVE PROVISIONS NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained here and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows: SECTION 1. TERM OF AGREEMENT. Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement, the scope of services set forth in Exhibit "A" "Scope of Services" shall be completed pursuant to the schedule specified in Exhibit "A." Should the scope of services not be completed pursuant to that schedule, the Consultant shall be deemed to be in Default of this Agreement pursuant to Section 21 of this Agreement. The City, in its sole discretion, may choose not to enforce the RN #4822-7830-4520 v l _ 1 _ Default provisions of this Agreement and may instead allow Consultant to continue performing the scope of services until such services are complete. SECTION 2. SCOPE OF SERVICES. Consultant agrees to perform the seryices set forth in Exhibit "A" "Scope of Services," which is incorporated herein by this reference, in accordance with the terms and conditions of this Agreement. SECTION 3. ADDITIONAL SERVICES. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to or outside of those set forth in this Agreement or listed in Exhibit "A" "Scope of Services," unless such additional services are authorized in advance and in writing by the City Council or City Manager of City. Consultant shall be compensated for any such additional services in the amounts and in the manner agreed to by the City Council or City Manager. SECTION 4. COMPENSATION AND METHOD OF PAYMENT. (a) Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in Exhibit "B" "Compensation," which is incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed Thirty thousand dollars ($30,000.00), unless additional compensation is approved in writing by the City Council or City Manager. (b) Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by the following categories: labor (by sub -category), travel, materials, equipment, supplies, and sub -consultant contracts. Sub -consultant charges shall be detailed by the following categories: labor, travel, materials, equipment and supplies. If the compensation set forth in subsection (a) and Exhibit "B" include payment of labor on an hourly basis (as opposed to labor and materials being paid as a lump sum), the labor category in each invoice shall include detailed descriptions of task performed and the amount of time incurred for or allocated to that task. City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in subsection (c). In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. (c) Except as to any charges for work performed or expenses incurred by Consultan t which are disputed by City, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant's correct and undisputed invoice. (d) Payment to Consultant for work performed pursuan t to this Agreement shall not be deemed to waive any defects in work performed by Consultant. RIV #14822-7830-0.520 v1 _ 2 _ SECTION 5. INSPECTION AND FINAL ACCEPTANCE. City may inspect and accept or reject any of Consultant's work under this Agreement, either during performance or when completed. City shall reject or finally accept Consultant's work within sixty (60) days after submitted to City. City shall reject work by a timely written explanation, otherwise Consultant's work shall be deemed to have been accepted. City's acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as amount to fraud. Acceptance of any of Consultant's work by City shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, sections 16 and 17, pertaining to indemnification and insurance, respectively. SECTION 6. OWNERSHIP OF DOCUMENTS. All original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents prepared, developed or discovered by Consultant in the course of providing any services pursuant to this Agreement shall become the sole property of City and may be used, reused or otherwise disposed of by City without the permission of the Consultant. Upon completion, expiration or termination of this Agreement, Consultant shall turn over to City all such original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents. If and to the extent that City utilizes for any purpose not related to this Agreement any maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents prepared, developed or discovered by Consultant in the course of providing any services pursuant to this Agreement, Consultant's guarantees and warrants related to Standard of Performance and found in Section 9 of this Agreement shall not extend to such use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents. SECTION 7. CONSULTANT'S BOOKS AND RECORDS. (a) Consultant shall maintain any and all documents and records demonstrating or relating to Consultant's performance of services pursuant to this Agreement. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to City pursuant to this Agreement. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Consultant pursuant to this Agreement. Any and all such documents or records shall be maintained for three years from the date of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures. (b) Any and all records or documents required to be maintained pursuant to this section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its designated representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and RN 44822-7830-4520 vl _ 3 - records shall be made available at Consultant's address indicated for receipt of notices in this Agreement. (c) Where City has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of Consultant's business, City may, by written request, require that custody of such documents or records be given to the City and that such documents and records be maintained by the requesting party. Access to such documents and records shall be granted to City, as well as to its successors -in -interest and authorized representatives. SECTION 8. STATUS OF CONSULTANT. (a) Consultant is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of City. Consultant shall have no authority to bind City in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. (b) The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant's officers, employees, or agents are in any manner officials, officers, employees or agents of City. (c) Neither Consultant , nor any of Consultant's officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City's employees. Consultant expressly waives any claim Consultant may have to any such rights. SECTION 9. STANDARD OF PERFORMANCE. Consultant represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the services required under this Agreement in a thorough, competent and professional manner. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. In meeting its obligations under this Agreement, Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Consultant under this Agreement. In addition to the general standards of performance set forth this Section 9, additional specific standards of performance and performance criteria are set forth in the Scope of Work that shall also be applicable to Consultants work under this Contract. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general. If and to the extent that City utilizes for any purpose not related to this Agreement any maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer RN 44822-7830-4520 v1 .4- files, files or other documents prepared, developed or discovered by Consultant in the course of providing any services pursuant to this Agreement, Consultant's guarantees and warranties related to Standard of Performance shall not extend to such use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents. SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES. Consultant shall keep itself informed of and comply with all applicable federal, state and local laws, statutes, codes, ordinances, regulations and rules in effect during the term of this Agreement. Consultant shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Agreement. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall be liable, at law or in equity, as a result of any failure of Consultant to comply with this section. SECTION 11. PREVAILING WAGE LAWS Itis the understanding of City and Consultant that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder: Construction, alteration, demolition, installation, or repair work performed on public buildings, facilities, streets or sewers done under contract and paid for in whole or in part out of public funds. In this context, "construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work. SECTION 12. NONDISCRIMINATION. Consultant shall not discriminate, in any way, against any person on the basis of race, color, religious creed, national origin, ancestry, sex, age, physical handicap, medical condition or marital status in connection with or related to the performance of this Agreement. SECTION 13. UNAUTHORIZED ALIENS. Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et sem., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should the any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City. SECTION 14. CONFLICTS OF INTEREST. (a) Consultant covenan RIV#4822-7830-4520 v1 _ 5 _ ts that neither it, nor any officer or principal of its firm; has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant's performance of services under RIV#4822-7830-4520 v1 _ 5 _ this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the City Manager. Consultant agrees to at all rimes avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. (b) City understands and acknowledges that Consultant is, as of the date of execution of this Agreement, independently involved in the performance of non -related services for other governmental agencies and private parties. Consultant is unaware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section. (c) City understands and acknowledges that Consultant will, perform non -related services for other governmental agencies and private parties following the completion of the scope of work under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section. SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the City Manager, except as may be required by law. (b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager or unless requested by the City Attorney of City, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorneys fees, caused by or incurred as a result of Consultant's conduct. (d) Consultant shall promptly notify City should Consultant , its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. RIV 44822-7830-4520 v1 .6- SECTION 16. INDEMNIFICATION. (a) Indemnification by Design Professional. As provided under Civil Code Section 2782.8, Consultant shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all claims. actions and proceedings (whether at law or equity, administrative or judicial), demands, orders, judgments, losses, liabilities, damages, costs and expenses, including attorney's fees and costs, (collectively "Claims") to the extent same arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, its officers, agents, employees or sub - consultants (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this Agreement, with the understanding that in the event Claims are found by the trier of fact to have been caused by the joint or concurrent negligence of the City and its contractors and consultants, and Consultant, damages and expenses from both indemnity and duty to defend obligations shall be home by each party in proportion to its negligence. (b) Indemnification from Sub -Consultants. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this section from each and every sub -consultant / contract or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Consultant fails to obtain such indemnity obligations from others as required here, Consultant agrees to be fully responsible according to the terms of this section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Consultant and shall survive the termination of this Agreement or this section. (c) City's Sole Negligence. The provisions of this Section 16 do not apply to Claims occurring as a result of City's sole negligence. The provisions of this section shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officials, employees and agents. SECTION 17. INSURANCE. Consultant agrees to obtain and maintain in full force and effect during the term of this Agreement the insurance policies set forth in Exhibit "C" "Insurance," which is incorporated herein by this reference. All insurance policies shall be subject to approval by City as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. Consultant agrees to provide City with copies of required policies upon request. SECTION 18. ASSIGNMENT. The expert ise and experience of Consultant are material considerations for this Agreement. City has an interest in the qualifications of and capability of the persons and entities who will fulfill the duties and obligations imposed upon Consultant under this Agreement. In recognition of that interest, Consultant shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Consultant's duties or obligations under this RN #4822-7830-4520 vl _ '7 _ Agreement without the prior written consent of the City Council. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling City to any and all remedies at law or in equity, including summary termination of this Agreement. City acknowledges, however, that Consultant, in the performance of its duties pursuant to this Agreement, may utilize subcontractors. SECTION 19. CONTINUITY OF PERSONNEL. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant's staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant's staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance. SECTION 20. TERMINATION OF AGREEMENT. (a) City may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Consultant. In the event such notice is given, Consultant shall cease immediately all work in progress. (b) Consultant may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to City. (c) If either Consultant or City fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Consultant, or City may terminate this Agreement immediately upon written notice. (d) Upon termination of this Agreement by either Consultant or City, all property belonging exclusively to City which is in Consultant's possession shall be returned to City. Consultant shall furnish to City a final invoice for work performed and expenses incurred by Consultant, prepared as set forth in Section 4 of this Agreement. This final invoice shall be reviewed and paid in the same manner as set forth in Section 4 of this Agreement. SECTION 21. DEFAULT. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under Section 20. Any failure on the part of the City to give notice of the Consultant's default shall not be deemed to result in a waiver of the City's legal rights or any rights arising out of any provision of this Agreement. RIV #4822-7830-4520 vl _ 8 _ SECTION 22. EXCUSABLE DELAYS. Consultant shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of Consultant. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state or local governments, acts of City, court orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The term and price of this Agreement shall be equitably adjusted for any delays due to such causes. SECTION 23. COOPERATION BY CITY. All public information, data, reports, records, and maps as are existing and available to City as public records, and which are necessary for carrying out the work as outlined in the Exhibit "A" "Scope of Services," shall be furnished to Consultant in every reasonable way to facilitate, without undue delay, the work to be performed under this Agreement. SECTION 24. NOTICES. All notices required or permitted to be given under this Agreement shall be in writing and shall be personally delivered, or sent by telecopier or certified mail, postage prepaid and return receipt requested, addressed as follows: To City: City of Temple City Attn: City Manager 9701 Las Tunas Dr. Temple City, CA 91780 To Consultant: GPA Consulting Attn: Andrea Galvin 231 California Street El Segundo, CA 90245 Notice shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service. SECTION 25. AUTHORITY TO EXECUTE. The person or persons executing this Agreement on behalf of Consultant represents and warrants that he/she/they has/have the authority to so execute this Agreement and to bind Consultant to the performance of its obligations hereunder. SECTION 26. ADMINISTRATION AND IMPLEMENTATION This Agreement shall be administered and executed by the City Manager or his or her designated representative, following approval of this Agreement by the City Council, The City Manager shall have the authority to issue interpretations and to make minor amendments to this RN #4822-7830-4520 vl .9- Agreement on behalf of the City so long as such actions do not materially change the Agreement or make a commitment of additional funds of the City. All other changes, modifications, and amendments shall require the prior approval of the City Council, SECTION 27. BINDING EFFECT. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. SECTION 28. MODIFICATION OF AGREEMENT. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void. SECTION 29. WAIVER. Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision nor a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. SECTION 30. LAW TO GOVERN; VENUE. This Agreement shall be interpreted, construed and governed according to the laws of the State of California. In the event of litigation between the parties, venue in state trial courts shall lie exclusively in the County of Los Angeles, California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in Los Angeles. SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES. In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing party in such litigation or other proceeding shall be entitled to an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to which it may be entitled. SECTION 32. ENTIRE AGREEMENT. This Agreement, including the attached Exhibits "A" through "C", is the entire, complete, final and exclusive expression of the parties with respect to the matters addressed therein and supersedes all other Agreements or understandings, whether oral or written, or entered into between Consultant and City prior to the execution of this Agreement. No statements, representations or other Agreements, whether oral or written, made by any party which are not embodied herein shall be valid and binding. No amendment to this Agreement shall be valid and binding unless in writing duly executed by the parties or their authorized representatives. RIV #4822-7830-4520 v7 _ 1 Q _ SECTION 33. SEVERABILITY. If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s). IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first -above written. ATTEST: Peggy IQ o City Clerk APPROVED AS TO FORM By: City Attorney CITY OF TEMPLE CITY By: City Manager NOTE: CONSULTANT'S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE R1V #4822-7830-4520 v1 _ I j - REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO DEVELOPER'S BUSINESS ENTITY. RN#4822-7830-A520 v1 _ 12, _ CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OE CALIFORNIA COUNTY OF Ld5 � vs / ,1 / No / ry �vb/�G rtA a1r� 6,.1v.�, On ttV Z6*4 ZD/3before me, {b;rrn 3 4rfdt �, personally appeared T� awv'a , proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) ieare subscribed to the within instrument and acknowledged to me that Ir€Is73e/they executed the same in h s>`/ er/theu authorized capacity(ies), and that by WsA5ktheir signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PER7URY under the laws of the State of California that the foregoing paragraph is true and correct. wrTNEss my hand d official seal. AARON! +wCOMM. #1876608 , NOTI�qY PUBLIC - CALIFORNIA LOS ANGELES COUNTY ;* , t OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form CAPACITY CLAIMED BY SIGNER ❑ INDIVIDUAL ❑ CORPORATE OFFICER TITLES) F1PARTNER(S) F] LIMITED ❑ GENERAL ❑ ATTORNEY-IN-FACT ❑ TRUSTEE(S) ❑ GUARDIAN/CONSERVATOR ❑ OTHER SIGNER IS REPRESENTING: (NAME OF PERSONS) OR ENTITY(IES)) RIV #4822-7830-0520 vl DESCRIPTION OF ATTACHED DOCUMENT TITLE OR TYPE OF DOCUMENT NUMBER OF PAGES DATE OF DOCUMENT SIGNERS) OTHER THAN NAMED ABOV$ SIGNER IS REPRESENTING: (NAME OF PERSONS) OR ENTITY(IES)) RIV #4822-7830-0520 vl DESCRIPTION OF ATTACHED DOCUMENT TITLE OR TYPE OF DOCUMENT NUMBER OF PAGES DATE OF DOCUMENT SIGNERS) OTHER THAN NAMED ABOV$ 6876 vl RN H4822-7830-4520 vl EXHIBITS "A" SCOPE OF SERVICES AND COMPENSATION A-1 6876 vl RIV #4822-7830-4520 vl EXHIBITS "B" COMPENSATION B-1 EXHIBIT "C" INSURANCE Al Insurance Requirements. Consultant shall provide and maintain insurance, acceptable to the City Manager or City Counsel, in full force and effect throughout the term of this Agreement, against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by Consultant, its agents, representatives or employees. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than ANII. Consultant shall provide the following scope and limits of insurance: 1. Minimum Scope of Insurance. Consultant shall maintain professional liability insurance appropriate to the Consultant's profession. This coverage may be written on a "claims made" basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 3 consecutive years following the completion of Consultant's services or the termination of this Agreement. During this additional 3 -year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage. 2. Minimum Limits of Insurance. Consultant shall maintain limits of professional liability insurance no less than $1,000,000 per occurrence. B. Other Provisions. Each insurance policy required by this Agreement shall be endorsed and state the coverage shall not be suspended, voided, cancelled by the insurer or either party to this Agreement, reduced in coverage or in limits except after 30 days' prior written notice by Certified mail, return receipt requested, has been given to City. C. Other Requirements. Consultant agrees to deposit with City, at or before the effective date of this contract, certificates of insurance necessary to satisfy City that the insurance provisions of this contract have been complied with. The City Attorney may require that Consultant furnish City with copies of original endorsements effecting coverage required by this Section. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. City reserves the right to inspect complete, certified copies of all required insurance policies, at any time. 1. Consultant shall furnish certificates and endorsements fr om each subcontractor identical to those Consultant provides. 2. Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims. RiV #4822-7830-4520 vl C-1 3. The procuring of such required policy or policies of insurance shall not be construed to limit Consultant's liability hereunder nor to fulfill the indemnification provisions and requirements of this Agreement. RN #4822-7830-4520 vl C -Z COVER LETTER A July 22, 2013 Mr. Geoffrey Starns, AICP, Planning Manager City of Temple City 9701 Las Tunas Drive Temple City, CA 91780 RE: Creation of a Historic Preservation Ordinance Dear Mr, Starns, GPA Consulting (GPA) is pleased to submit this proposal to prepare a Historic Preservation Ordinance for the City of Temple City. We would like to illustrate that the GPA team would provide the City with our complete commitment. Our overriding goal is to ensure that all work products are completed in the most accurate, professional, efficient, responsive, timely, and financially accountable manner possible. We have put together an outstanding team of professionals to meet the needs of the City. The GPA project team members meet the Secretary of Interior's Professional Qualifications for History and Architectural History as set for in 36 CFR Part 61, and have several years of experience practicing in the fields of architectural history and historic preservation in California. The GPA project contact person will be Andrea Galvin, who will serve as the overall project manager; she has successfully assisted with the development of historic preservation programs all over California. Her previous experience includes working for the California State Office of Historic Preservation, the California Department of Transportation, and the California Department of Parks and Recreation. On behalf of GPA, we appreciate the opportunity to submit this proposal. We are confident that our familiarity with working with ordinances and cities will enable us to provide quality services and products for this assignment. We look forward to working with you on this project. Please feel free to contact me anytime with questions regarding this proposal at (310) 792-2690, Fax (310) 792-2696 or by email of andrea@gpaconsultina-us.com. Sincerely,, I Andrea Galvin President GPA CONSULTING � PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE -. CITY OF TEMPLE 1 TABLE OF CONTENTS G I IA SYNOPSIS.............................................................................................................. _..................... ....... .........................3 SCOPEOF WORK............ be 60004 meafe*4 ***Sao DODO go poled4sto of f4vofpDvv4 B094 1 *1 @*to 44,4,plp DETAILED WORK PLAN & SCHEDULE...........................................Pee ..............,...... too ..... .......,........,......7 PROJECT STAFF QUALIFICATIONS..................................:..........:..............:...........................................................11 STATEMENTOf EXPERIENCE..............................:.............................:..:................................:::...................:..:........16 REFERENCES...........................................................................................................................:............................:.....19 CONTRACTS COMPLETED DURING THE LAST THREE YEARS...:.....:....:..........:...............:....:...:.........................20 GPACONSULTING PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE CITY OF TEMPLE CM MY2013 2 SYNOPSIS If is our understanding that the City of Temple City ( Y1 is seeking a qualified historic preservation consulting team to prepare a historic preservation ordinance for the City. Currently, the City does not have any historic preservation mechanisms in place such as a historic preservation ordinance, criteria for designation, or a historic preservation element as part of its General Plan. However, the City does have an active historical society, which maintains a historic museum and archives of historical photographs and other documents relating to the history of Temple City. In 2012, the City conducted a historic resources urvey; whereby approximately 100 buildings were identified as historically significant. The survey covered the entire city, including all properties constructed prior to 1970. Surveyors identified properties that appeared eligible for individual designation as landmarks or points of interest, as well as geographically -definable areas that appeared eligible for designation as Historic Districts or Conservation Areas. All identified properties were evaluated for potential listing in the National Register of Historic Places, the California Register of Historical Resources, and for local listing. In addition to the survey, the Cify had a historic context statement prepared for the city to provide a framework for resource identification and evaluation in the future. The Survey Report recommended that the City consider establishing a local historic preservation ordinance that would be structured to address the particular needs of Temple City, Specifically, the report recommended that the ordinance include: • A provision for the establishment of a local historic commission,. including the powers and responsibilities assigned to that commission • A provision for the establishment of a local inventory of historic properties • A process for the designation of individual landmarks, points of interest and historic districts • Criteria used to evaluate potential historic propert ies, consistent with the criteria of the California Register of Historical Resources • A process of design review for historic properties, including a description of alterations requiring review, and an appeals process A provision for economic hardship in the case that designation or denial of a building permit would cause extreme hardship A requirement that property owners maintain designated resources, including guidelines for appropriate treatments of historic materials and features • A provision outlining incentives for designated historic resources The City of Temple City is primarily a city of residential neighborhoods with commercial development clusfiered along major transportation corridors. Thee city's earliest development dates to the first quarter of the 20th century, when modest bungalows and simple farm houses sprouted amidst the largely agricultural San Gabriel Valley. Today, Craftsman bungalows from the 1020s share the block with revival -style houses from the 1930s, postwar tract homes from the 950s and 1960s, as well as more recent single-family houses. Apartment and condominium buildings from the 1970s and later are clustered along arterial streets such as Rosemead and Temple City boulevards. The city's commercial areas include a combination of modest storefronts from the 19206 to 1950s and more contemporary development, including gas stations, GPA CONSULTING I PROPOSAL FOR HISTORIC PRESERVATION OjtOINANCE I CITYOFTEMPLE CItt l lUL1'2013 3 SYNOPSIS �JPJA fast-food restaurants and shopping centers: Most of the institutional buildings date from the post- war period. Collectively, the architectural resources throughout the city represent several development patterns. The city's population (2010) is 35,558. The City of Temple City recently celebrated its 50th anniversary as an incorporated city; and as such has prepared an ambitious work plan for the next 50 years. The City has an interest in preserving the historic character of its diverse neighborhoods as part of that Work Plan and is seeking the assistance of a historic preservation consulting firm to provide innovative solutions to the preservation of Temple City's historic places and to prepare a historic preservation ordinance. The City has a particular interest in coordinating its policy-making efforts with the public and persons with an interest In preserving the city's historic resource. The City expects the documents to be clear, concise, and easy to read. To assist the City of Temple City with their interest in preserving historic resources within their city, GPA brings a broad foolkit of experience and ideas to prepare a historic preservation ordinance, including working with the planning department and public to identify the city's needs, breaking down the necessary steps into a logical and comprehensive approach, taking the concern and fear out of the process of new policy making by conducting workshops for the public and decision makers, and making all information available to the public during the ordinance preparation process. GPA has a variety of experience in working with local governments to establish local preservation policy, including preparing Work Plans, Historic Resources Elements of the General Plan, conducting city-wide surveys, and preparing historic ordinances: When working with local governments on developing historic preservation ordinances, GPA utilizes the California Office of Historic Preservation Department of Parks and Recreation Technical Assistance Series 14: Drafting Effective Historic Preservation Ordinances as a guide. GPA CONSULTING I PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE I CITY OFTEMPLE Cf7Y I JULY 2013 4 SCOPE OF WORK G�F'1A The success of a comprehensive preservation ordinance lies in the process of developing the policy and working closely with the city staff and public, "Community outreach and education is imperative to a well-balanced, public -supported document that can be successfully carried out into the future. Inherently, with policy documents that have the potential to affect the actual or perceived rights of property owners, the process of developing and passing those documents often comes with public concern or fear. Therefore, GPA has developed a scope of work that includes ample time and consideration of community participation and property owner's needs. Following is the proposed scope of work: Task 1; PROPOSAL FOR HISrONCPPESERVATION ORDINANCE. I CITY DF TEMPtE aTY I JULV20 project Management/ Consultation with the City Staff • Manage project budget and schedule Conduct internal project team meetings • Consult with City staff, prepare meeting agendas and minutes, notes, as appropriate • Review staff timesheets, prepare Invoices, provide progress reports to City staff • Schedule meetings and work program tasks • NOTE: City staff will be responsible to all public noticing and Task 2: Prepare a Detailed Work Program & Outreach Plan In conjunction with the City staff, prepare a detailed schedule of dates and activities, including milestones for project completion, review, and adoption. • Review other city ordinances • Review OHP Technical Assistance Bulletin 14 with City staff • Prepare detailed work program and outreach plan; submit to City staff • The City desires to complete the entire project in six months Task 3: Conduct Meetings • Identify and prepare appropriate outreach methods and materials (e.g, fliers, direct mailers, website, etc.) Prepare meeting materials, presentations, and notice fliers for meetings • Facilitate 2 public workshops • Facilitate 2 Planning Commission study sessions Facilitate 2City Council study sessions • Participate in 2 public hearings before the Planning Commission • Participate in 2 public hearings before the City Council Task 4: Prepare Administrative Draff Ordinance • Meet with City Staff and identify City's goals and requirements for ordinance • Identify and Establish: o Who the reviewing body will be (new historic preservation commission or assign duties to existing planning commission) identify the powers and responsibilities assigned to that commission o Process for establishing a local inventory of historic properties o A process for the designation of individual landmarks, points of interest and historic districts 13 SCOPE OF WORK 0W o Criteria used to evaluate potential historic properties, consistent with the criteria of the California Register of Historical Resources o A process of design review for historic properties, including a description of alterations requiring review, and an appeals process (major and minor alterations, etc.) o A provision for economic hardship in the case that designation or denial of a building permit would cause extreme hardship o A requirement that property owners maintain designated resources, including guidelines for appropriate treatments of historic materials and features o A provision outlining incentives for designated historic resources • Prepare Administrative Draft Ordinance • Peer review Administrative Draft and submit to city for review and comment Task 5: Prepare Final Ordinance • Prepare two revisions to Administrative Draft based on public and City comments Attend Planning Commission and City Council Public Hearings (also covered in Task 3 above) • Submit Administrative proof document and final electronic/digital copies of historic preservation ordinance (including graphics, as appropriate) to the City, as requested. GPA CONSULTING I PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE I CfTY OF TEMPLE CITU I IULY 2013 6 $COPE OF WORK GIP A PAH AAH 1.0 General project management 4 ongoing 1.1 Kick off meeting- Meet with City Staff- identify goals and 3 3 Month 1 objectives of HP Ordinance 2.1 Review other city historic preservation ordinances- prepare 6 summary for City's consideration; identify relevant sections and approaches for City 2.2 Review OHP Technical Assistance #14 with City Staff- 1 1 identify details to be included in ordinance 2.3 Prepare detailed Work Plan and Community Participation 1 Program with input from staff 2.4 Submit Work Plan and Community Participation Program to 0 staff; conduct pre -planning conference call 3.1 Prepare Planning Commission Hearing #1 Presentation 1 4 Month 1 3.2 Submit PC Hearing #1 Presentation to city staff 0 3.3 Planning Commission Hearing #1- Introduce project to PC 5 Month 1 3.4 Prepare City Council Hearing#1 Presentation 2 3.5 Submit CC Hearing #1 Presentation to City Staff 0 3.6 City Council Hearing #1- Introduce project to CC 5 4.1 Prepare Draft Outline of Sections and select sections for HP 2 Ordinance 4.2 Peer review Draft outline of Sections and select sections for 1 HP Ordinance 4.3 Submit Draft Outline of Sections and select sections for HP 0 Month 2 Ordinance to City staff for review 3.7 Prepare Notice Materials for Public Workshop #1 -notify 2 property owners (target affected property owners, realtors, historical society members, business owners, and public officials) 1.0 Notice Public Workshop #1 (City) 0 1.0 Conduct pre -planning conference call with City staff 1 1 3.8 Prepare Public Workshop #1 Materials/ Presentation 1 8 3.9 Submit Public Workshop #1 Materials/Presentation to City 0 staff GPA CONSULTING I PROPOSALFaP HISTOPIC PRESERVATION OftUiNANCE I CITY OFTEMPU:GN I JULY2D13 7 SCOPE OF WORK GTP I A 3.1 Facilitate Public Workshop #1- Introduce what an HP 5 5 Month 2 Ordinance is and what it includes; listen to public concerns/comments 1.2 Prepare notes/ minutes from comments at Public Workshop 1 #1 1.3 Notice Planning Commission study session #1 (City) 0 Month 2 3.1 Prepare Planning Commission study session #1 Materials/ 1 2 Presentation 3.1 Submit Planning Commission study session #1 0 Materials/Presentation to City staff 1.4 Conduct pre planning meeting with City staff 1 1 3.1 Facilitate Planning Commission study session #1- Identify 5 Month 2 recommended sections/inclusion for the HP Ordinance and disclose public concerns/comments from Public Workshop #1; receive input and direction from PC 1.5 Prepare notes/ review minutes from PC study session #1 1 1.6 Notice City Council study session #1 (City) 0 3.1 Prepare City Council study session #1 Materials/ 2 Presentation 3.2 Submit City Council study session #1 Materials/Presentation 0 to City staff 1.7 Conduct pre -planning conference call with City staff 1 1 3.2 Facilitate City Council study session #1- Disclose 5 Month 2 recommended sections/inclusion for the HP Ordinance and disclose public concerns/comments from Public Workshop #1; receive input and direction from CC 1,8 Prepare notes/ review meeting minutes from CC study 1 session #1 4.4 Prepare Administrative Draft Historic Preservation 4 40 Month 3 Ordinance 4.5 Peer review Administrative Draft HP Ordinance 4 4.6 Submit Administrative Draft HP Ordinance to City staff for 0 pre -review 1.9 Meet with City staff to review Administrative Draft Historic 1 1 Preservation Ordinance (conference call) 4.7 Revise Administrative Draft Historic Preservation Ordinance 4 based on City staff comments CONSULTING I PPOPOSAL FOR HISTORIC PRESERVATION ORDINANCE � CRY OFTEMPLE CIN 8 SCOPE OF WORK G PA 3.2 Prepare Notice Materials for Public Workshop #2- notify 2 I CITVOF TEMPLE CITU property owners (target affected property owners, realtors, 9 historical society members, business owners, and public officials) 1.1 Notice Public Workshop #2 (City) 0 1.1 Conduct pre -planning conference call with City staff T 1 3.2 Prepare Public Workshop #2 Materials/ Presentation 4 3.2 Submit Public Workshop #2 Materials/Presentation to City 0 staff 1.1 Conduct pre -planning conference call with City staff 1 1 3.2 Facilitate Public Workshop #2- Provide copies of 5 5 Month 3 Administrative Draft HP Ordinance; review ordinance with public, listen to public concerns/comments 1.1 Prepare notes/ review meeting minutes from Public 1 Workshop #2 498 Revise Administrative Draft HP Ordinance based on public 2 Month 3 comments, as appropriate and directed by City staff 4.9 Peer review revised Administrative Draft HP Ordinance; 1 resubmit to City staff 1.1 Notice Planning Commission study session #2 (City) 0 3.2 Prepare Planning Commission study session #2 Materials/ 2 Presentation 3*2 Submit Planning Commission study session#2 0 Materials/Presentation to City staff 3.2 Submit Administrative Draft HP Ordinance to Planning 0 Commissioners for pre -review; identify changes based on public comment 12 Conduct pre -planning meeting with City staff 1 1 3.2 Facilitate Planning Commission study session#2-Review 5 Month Administrative Draft HP Ordinance and disclose public concerns/comments from Public Workshop #2; receive input and direction from PC 1.2 Prepare notes from PC study session #2; submit to City staff 1 for consideration 1.2 Notice City Council study session #2 (City) 0 3.3 Prepare City Council study session #2 Materials/ 2 Presentation 3.3 Submit City Council study session #2 Materials/Presentation 0 to City staff GPA CONSULTING I PROPOSAE FOR HISTORIC PRESERVATION OROINANGE I CITVOF TEMPLE CITU 9 $COPE OF WORK G P A 3.3 Submit Administrative Draft HP Ordinance to City Council Members for pre -review (City) 0 1.2 Conduct pre -planning conference call with City staff 0.5 0.5 3.3 Facilitate City Council study session #2- Disclose recommended sections/inclusion for the HP Ordinance and disclose public concerns/comments from Public Workshop #1; receive input and direction from CC 5 Month 5 1.2 Prepare meeting notes/ review meeting minutes from CC study session #2 1 5.1 Revise HP Ordinance based on public, PC, and CC comments 2 Month 5 5.2 Peer review final HP Ordinance 1 5.3 Submit Revised HP Ordinance to City staff for review and comment 0 5.4 Revise HP Ordinance based on City staff comment; submit to City staff 2 SAS Submit final HP Ordinance to Planning Commissioners for pre -review (City) 0 1.2 Conduct pre -meeting conference call with City staff 0.5 0.5 3.3 Prepare Planning Commission Hearing#2 Presentation 2 3.3 Submit PC Hearing #2 Presentation to City Staff 0 3:3 Attend Planning Commission Hearing #2- Recommend Ordinance to PC 5 Month 6 3.3 Submit final HP Ordinance to City Council Members for pre- review (City) 0 3.3 Prepare City Council Hearing #2 Presentation 0.5 3.3 Submit CC Hearing #2 Presentation to City Staff 0 1.2 Conduct pre -meeting conference calf with City staff 1 1 3.3 Attend City Council Hearing #2- Recommend Adoption of HP Ordinance to CC 5 Month 6 546 Submitfinal electronic documents to City (finalize based on comments only as directed by CC) 0.5 Total Hours 84 118 GPA CONSULTING I PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE � CITY OFTEMPIE CIN I JULY 2013 10 PROJECT STAFF IPIA Below is an organ nation chart listing key members of the staff who will work on then project.. Their resumes are on the following pages. Andrea Galvin will serve as the Project Manager and facilitate and oversee the completion of the historic preservation ordinance. She has a broad range of experience working with local governments to develop historic preservation policy documents, including historic preservation ordinances. This breadth of experience working with various sized communities will help to facility a work plan and outreach plan to best suit the City of Temple City's needs. She will be aided by an Associate Architectural Historian, who will provide technical assistance and guidance. City of Temple City Andrea Galvin Principal Architectural Historian GPA CONSULTING I PROPOSAL FOO F{ISTORIO PRESERVATION ORpINANOE I CITY aFTENIPLE Cn1', JULY 2013 11 Teresa Grimes Principal Architectural Historian GPA CONSULTING I PROPOSAL FOO F{ISTORIO PRESERVATION ORpINANOE I CITY aFTENIPLE Cn1', JULY 2013 11 .Associate Architectural Historian GPA CONSULTING I PROPOSAL FOO F{ISTORIO PRESERVATION ORpINANOE I CITY aFTENIPLE Cn1', JULY 2013 11 wot AN PROJ ECT STAFF GIPIA Educational Background: • M.S., Historic Preservation, University of Pennsylvania, 1999 • Certificate, Preservation Planning, Istanbul Technical University, Turkey, 1995 • B.S., Environmental Design, University of California, Davis, 1994, with honors. Professional Experience: • GPA Consulting, President and Principal Architectural Historian, 2003 -present • California Office of Historic Preservation, Associate Architectural Historian, 2002-2004 • Caltrans, District 7, Los Angeles, Associate Architectural Historian, 1999-2001( Headquarters, Sacramento, 2001- 2004 • California Department of Parks and Recreation, Cultural Resource Specialist, 1995-1999 Summary of Experience: Andrea Galvin is the President and Principal Architectural Historian of GPA. She has been professionally involved in the research and documentation of historic districts, sites, buildings, and structures since 1995. Her past experience includes three years with fhe California Department of Parks and Recreation conducting architectural surveys of historic buildings and structures, five years with the California Department of Transportation working on CEQA and Section 106 compliance, and two years with the California Office of Historic Preservation reviewing projects for Section 106 and Secretary of the Interior's Standards compliance. As such, Andrea has a deep understanding of the environmental review process as it relates to historic resources and a close working relationship with decision -makers. Her past projects have included: assisting the City of Yorba Linda in developing a historic preservation program; managing a large-scale historic resource survey for the widening of the 1-710 from Los Angeles to Long Beach; and preparing Section 106 and CEQA compliance reports for several historic bridge projects such as the La Loma Bridge in Pasadena and the Gtr, Street Viaduct and North Spring Street Viaduct over the Los Angeles River. Many of Andrea's projects have involved coordinating with a number of local, state, and federal agencies as well as conducting public outreach with stakeholder groups. She has conducted training on a wide variety of topics at conferences and workshops throughout California, and is an active member of several state and national preservation organizations. Qualifications: Meets the Secretary of the Interior's Professional Qualifications Standards for architectural history pursuant to the Code of Federal Regulations, 36 CFR Part 61, Appendix A. Selected Relevant Projects: Historic Resources Element. City of Yorba Linda. Prepared the draft historic resources element of the City's General Plan and contributed to preparation of the environmental document. Historic Preservation Planning: City of Long. Beach. GPA has a contract with the City of Long Beach to assist with current and long-range historic preserv ation planning activities.. Ms. Galvin is managing the project which includes inspecting all Mills Act Contract properties; documenting the City's preservation permitting process and making recommendations of improvements; preparing informational bulletins related to important preservation topics; developing design guidelines for the City's historic districts; reviewing projects for compliance with the Secretary of the Interior's Standards; and conducting training for the City staff and commissioners. GPA CONSULTINGI PROPOSAL FOR HISTORIC PRESERVATION ORDINANfP aTY OF TEMPLE CITY I JULY 2013 12 PROJECT STAFF QUALIFICATIONS GIPIA Historic Resource Survey and Conxfi Stafiemenfi. City of La Habra, Managed the project, co - conducted the fieldwork, evaluated properties based on national, state, and local criteria, presented the survey findings, and peer reviewed all work products. Historic Resource Survey and Content Statement. City of Yorba Linda. Managed the project, co -conducted the reconnaissance survey, co-authored the historic context Downtown Dinuba Historic District Survey. City of Dinuba. Managed the project and peer eviewed all work products. Historic Resource Survey. City of San Juan Bautista. Managed the project and peer reviewed all work products. Santa Paula Railroad Depot and Mill. City of Santa Paula. Managed the project, conducted the fieldwork and research, evaluated the building based on National Register criteria, identified the character -defining features of the building, reviewed plans for compliance with the Secretary of the Interior's Standards, prepared the Historic Resource Evaluation report, the Finding of Effects Report, and Conditional No Adverse Effect Report, GPACONSIILTNG I PI{OP�SN. FOR HISTORIC PRESERVATIONOR�INANCE CITYOf TEMPLE GTV I JULV 2013 TERESA GRIMES PROJECTSTAFF cIPlA Educational Background: • M.A., Architecture, University of California, Los Angeles, 1992 • B.A., Political Science, University of California, Los Angeles, 1986 Professional Experience: • GPA Consulting, Principal Architectural Historian, 2009 - present • Christopher A. Joseph & Associates; Senior Architectural Historian, 2006-2009 • Teresa Grimes/Historic Preservation, Principal, 1999-2005, 1993-1994, 1991-1992 • Historic Resources Group, Project Manager/Architectural Historian, 1994-1998 Getty Conservation Institute, Research Associate, 1992- 1993 • Los Angeles Conservancy, Preservation Officer, 1988- 1991 Summary of Experience: Teresa Grimes is a Principal Architectural Historian at GPA. She has over 25 years of experience in the field of historic preservation in the private, public, and non-profit sectors. She is widely recognized as an expert in the identification and evaluation of historic resources having successfully prepared dozens of landmark and historic district applications for a wide variety of property types including residential districts, commercial districts; single-family residences, major office buildings, bridges, gardens; hospitals, hotels, and cultural landscapes. Her many projects include city-wide historic context statements for Calabasas, Glendale, and Carmekby-the-Sea, and historic resources surveys in Pasadena and Los Angeles, Ms. Grimes has aIso completed numerous environmental compliance documents involving major landmarks; examples include the Cinerama Dome, Dodger Stadium, Los Angeles Sports Arena, Beverly Hills Post Office, Wholesale Produce Market, Barry Building, Temple Israel, Pantages Theater, and Baldwin Hills Shopping Centers. Ms. Grimes has also completed several Federal Rehabilitation Tax Credit applications; examples include the Young's Market Company Building and Kerckhoff Building and Annex. She won awards for her National Register application for the Arroyo Seco Parks and Recreation Historic District in Pasosdena and a Multiple Property Documentation Form for Historic Resources Associated with African Americans in Los Angeles. Her recent projects have included: managing the preparation of a treatment plan for the Hughes Industrial District in Playa Vista; assisting design and development teams in the rehabilitation of the United Artists Theater, Rosslyn Hotel Annex, Normandie Hotel, and Evanston Inn; and coordinating historic resource surveys of the Wilmington and Harbor Gateway Community Plan Areas in Los Angeles. Teresa has served on a number of boards and commissions including the West Hollywood Cultural Heritage Advisory Board, Highland Park Heritage Trust, and Pasadena Heritage. Qualifications: Ms. Grimes meets the Secretary of the Interior's Professional Qualifications Standards for history and architectural history pursuant to the Code of Federal Regulations, 36 CFR Part 61, Appendix A. Selected Relevant Protects: West Hollywood Historic Preservation Element. City of West Hollywood. Project manager and principal author of the West Hollywood Historic Preservation Element of the General Plan. Historic Preservation Ordinance. City of Rancho Mirage. Assisted with the development of the City's historic preservation ordinance. GPA CONSULTING I PROPOSALGOR HISTORCPRESERVATION.OROINANCE CIiv OFTEMPLE CRY I J= 2013 14 TIONS G PIA New Pershing Apartments. City of Los Angeles. Managed the project, evaluated the potential historic resources based on national, state, and local criteria, identified the character -defining features of the building, reviewed plans for compliance with the Secretary of the Interior's Standards, and authored the Historic Resource Report including impacts analysis. Hollywood and Western. City of Los Angeles. Managed the project, conducted the fieldwork and research, identified and described the historic resources on the project site, reviewed plans for compliance with the Secretary of the Interior's Standards, and authored the Historic Resource Report including impact analysis. Northeast Los Angeles Survey. City of Los Angeles. Managed the project, co -conducted the fieldwork, recorded the potential historic resources, presented the survey findings, and peer reviewed the final report. Survey LA Year 1. Group 3. City of Los Angeles. Managed the project, coordinated with the other firms, co -conducted the fieldwork, recorded the potential historic resources, and peer reviewed the final report. Survey LA Year 1, Group 2. City of Los Angeles. Managed the project, coordinated with the other firms, co -conducted the fieldwork, recorded the potential historic resources, presented the survey findings, and peer reviewed the final report. Survey t,AYear 1. Group 1. City of Los Angeles. Coordinated with the other firms, co -conducted the fieldwork, and recorded the potential historic resources. Old San Diego and Midway/Pacific Highway Historic Resource Survey and Context Statement. City of San Diego. Managed the project, co -conducted the fieldwork, evaluated properties based on local criteria, presented the survey findings at various community meetings, and wrote the historic context statement for the Midway/Pacific Highway area. Multiple Property Documentation (MPD) Form for Late 191h and Early 201N Century Development and Architecture. City of Pasadena. Managed the project, conducted the research; and co- authored the MPD form. Survey LA Boyle Heights Pilot Survey: City of Los Angeles. Participated in the test by surveying portions of Boyle Heights and providing comments on how the database and software could be improved. Modernism Historic Context Statement. City of Riverside, Managed the project, conducted the research, and co-authored the historic context statement. Historic Resource Survey and Context Statement. City of Calabasas. Managed the project, co - conducted the fieldwork, evaluated properties based on national, state, and local criteria, wrote the historic context statement, presented the survey findings; and peer reviewed all work products including state inventory forms. Multiple Property Documentation (MPD) Form for Historic Resources Associated with the History of African Americans. City of Los Angeles. Managed the project, conducted the research, co- authoredthe MPD form, and presented the findings at various community meetings. The project received a Governor's Award, California Preservation Foundation Award, and Los Angeles Conservancy Award. United Artists Theater. City of Los Angeles. Managed the project, conducted the fieldwork and research, identified the character -defining features of the building, reviewed plans for compliance with the Secretary of the Interior's Standards; and authored the Historic Resource Report including impact analysis. GPA CONSULTINGI PRORo5.4l FORHISTORICPRESERVATION OPDINANtE I CITYOE TEMPLECITY lULY 2013' STATEMENT OF EXPERIENCE IPIA Founded in 2003, GPA Consulting is a consulting firm with full-service historic preservation capabilities. Our company values are Quality, Integrity, and Reliability. With these values we are able to work collaboratively with our clients to meet their project objectives. Our clients include government agencies, architects, developers, and non-profit organizations. We provide a full - range of services including: • Historic Preservation Ordinances • Historic Resource Surveys • Historic Context Statements • Professional Peer Review • Mills Act Applications • Federal Rehabilitation Tax Credit Applications • National, State, and Local Landmark Nominations • Historic Structures Reports • NEPA, CEQA, and Section 106 Compliance Reports • HABS/HAER Reports • Public Outreach, Training, and Educational Programs The GPA team consists of several highly qualified professionals who have experience in all aspects of historic preservation. Each of the GPA team members meets the Secretary of the Interior's Professional Qualifications Standards for history and/or architectural history as outlined in 36 Code of Federal Regulations Part 61, Appendix A. GPA's President, Andrea Galvin, is an expert in Section 106 of the National Historic Preservation Act, and Name: GPA Consulting Address: 231 California Street, EI Segundo, CA 90245 Phone: (310) 792-2690 Fax: (310) 792-2696 Legal Entity: California Corporation Business Names: The business was established in October, 2003 as a sole proprietorship under the name of Galvin & Associates Historic Preservation Planning Company. The company was incorporated as Galvin Preservation Associates Inc. in August, 2005. In November 2012 GPA filed for a fictitious business name and now has the died GPA Consulting. While our corporation name still remains Galvin Preservation Associates Inc., we solely use GPA Consulting. Statements: GPA has a demonstrated capacity to perform the required services. Our organization Is adequately staffed and trained to perform the required services. If needed, we have the capability to recruit additionally trained staff. the Historic American Building Survey. She founded the company after working for a variety of state agencies;. including the Office of Historic Preservation, the California Department of Transportation, and the California Department of Parks and Recreation. CPA's Principal, Teresa Grimes has 25 years of experience in the field of historic preservation in the private, public, and non-profit sectors and is widely recognized as an expert in the identification and evaluation of historic resources. The collective knowledge and experience of our staff is our strongest asset. GPA CONSULTING PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE I CITY OF TEMPLE CRY I-IULY 16 STATEMENT OF EXPERIENCE �WLJ Principal Experience Andrea Galvin, Principal and President of GPA, will be the principal architectural historian responsible for performing the required services. She has 18 years of experience and founded GPA 10 years ago. Her experience is included below in the project examples. She was the principal in charge for each project and also completed most the work herself. Ms. Galvin has taught historic preservation classes and seminars for small cities at statewide preservation and planning conferences and workshops. The topics of the preservation activities include preparation of preservation ordinances, conducting surveys; preparing preservation elements, and development of preservation work plans. Teresar Grimes is also a principal architectural historian at GPA. She has over 25 years of experience in the field of historic preservation in the private, public, and non-profit sectors. She is widely recognized as an expert in the identification and evaluation of historic resources. She was directly involved with the West Hollywood Historic Preservation Element and the Historic Preservation Ordinance of the City of Rancho Mirage. Both projects she completed while at another firm. She has been with GPA for 4 years. Project Experience Historic Preservation Ordinance & Policy Implementation. City of Yorba Linda. In 2008-10, GPA prepared a city-wide historic context statement and city-wide survey, which resulted in recommendation measures to further develop the City's historic preservation program. Following this effort, in 2012-2013, GPA was contracted to review and update the City's existing policy including the City's former Historic Preservation Combining Zone and Historic Resources Element of the City's General Plan. GPA also worked on associated activities including outreach programs; the development of a Mills Act program, and the establishment of Design Guidelines. All project components included the preparation of a detailed work plan and outreach program and working closely with city staff. Ms: Galvin prepared the draft Historic Resources Element update as well and oversaw the preparation of a new Historic Preservation Ordinance for the city. Historic Resource Survey and Context) Statement; Mills Act Feasibility Study. City of Lo Habra, The City of La Habra seeks to promote the preservation of historic buildings that reflect their unique architectural and cultural heritage. In 2012, GPA conducted a city-wide historic resources survey that updated an existing survey. As part of the survey update, and once the historic resources were identified within the city, GPA was also contracted to conduct a feasibility study to implement the Mills Act program within their city. This project included working closely with city staff and the public and decision makers to conduct public outreach meetings, and inform the stakeholders of what it would take and cost to implement a Mills Act program. Historic Resource Survey and Context Statement and Historic Resources Element Update. City of Huntington Beach, The City of Huntington Beach is located on the coastline of northern Orange County. In 20010-2013, GPA was contracted to conduct a city-wide survey and update the City's existing Historic Resources Element of the City's General Plan, The City currently does not have a historic preservation ordinance, although GPA included recommendations for the establishment of such an ordinance. As part of the project, GPA reviewed the City's existing Historic Preservation Element, which included extensive coordination with the City staff, Historic Resources Board, and City Council. Policy Implementation and Work Plan Training- Design Guidelines. City of Dinuba. GPA conducted a city-wide historic resources survey for the City of Dinuba in 2010 and prepared a process and nomination form for a downtown historic district. In addition to the survey efforts, GPACONSULTING I PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE i QWOFTWPLE0W I JULY2013 17 STATEMENT OF EXPERIENCE �IPIA GPA also worked closely with the city staff and community members to conduct public outreach efforts and neighborhood design guidelines. The result of the survey will be the completion of a Downtown Historic District and Historic Preservation Plan. As a result of the nomination, the City revised their historic preservation ordinance. GPA worked closely with the city to identify needs within their local ordinance that would require revision. In 2012-13, GPA has conducted a series of training sessions with the City's Historic Preservation Commission to update their mission, identify Goals, Policies, and Implementation Measures for their City. This has resulted in a detailed Work Plan and Ordinance update for the City. City of Burbank Historic Context Statement and Historic Preservation Ordinance Review, In 2004, GPA prepared a city-wide historic context statement for the City of Burbank. As part of the project, GPA was contracted to review the City's existing historic preservation ordinance and provide recommendations for updating the ordinance, GPA prepared a detailed study of their ordinance, compared it to other ordinances, and prepared detailed recommendations and language to update their existing historic preservation ordinance. Historic Preservation Ordinance. City of San Juan Bautista. GPA was contracted in 2009 to update the City's historic preservation ordinance. After working closely with City Staff, Ms. Galvin updated their ordinance, but re-establishing powers and duties of existing commissions and integrating the City's survey findings into the ordinance and overall planning process. GPA worked with the City to strengthen the City's requirements for demolition by neglect and penalties for non-compliance. GPACONSULTING I PROPOSALFOR HISTORIC PRESERVATION ORDINANCE I CITY OF TEMPLE CITY I JULY 2073 18 REFERENCES i= I A Steven Hams; AICP Director of Community Development City of Yorba Linda 4845 Casa Loma Avenue Yorba Linda, CA 92885 (714)961-7131 s har(is@yorba-linda.org Joyne Anderson, Assistant City Manager/City Clerk City of Dlnuba 1088 E. Kamm Ave. Dinbuba, CA 93618 (559) 591-5900 JAnderson@dinuba.ca.gov RoyRamsland, Planning Manager City of La Habra, Community Development Department 201 E. La Habra Blvd. La Habra, CA 90631 562-905-9724 royr@lahabracity.com Ricky Ramos, Senior Planner City of Huntington Beach Department of Planning 2000 Main Street Huntington Beach, CA 92648 (714) 536-5624 rra mos@surfclty-hb.org Matthew Sundt, City Planner San Juan Bautista Planning Department 311 Second Street San Juan Bautista, CA 95045 (831)623-4661 GPA CONSULTING I PROPOSAL FOR HISTORIC PRESERVATION OPDINANCE I CITYOFTEMPLE CITY. I JULY2013. YEARS �IPIA Historic Preservation Ordinance &Policy Implementation. City of Yorba Linda. In 2008-10, GPA prepared a city-wide historic context statement and city-wide survey, which resulted in recommendation measures to further develop the City's historic preservation program. Following this effort, in 2012-2013, GPA was contracted to review and update the City's existing policy including the City's former Historic Preservation Combining Zone and Historic Resources Element of the City's General Plan. GPA also worked on associated activities including outreach programs, the development of a Mills Act program, and the establishment of Design Guidelines. All project components included the preparation of a detailed work plan and outreach program and working closely with city staff. Ms. Galvin prepared the draft Historic Resources Element update as well and oversaw the preparation of a new Historic Preservation Ordinance for the city. Historic Resource Survey and Content Statement; Mills Act Feasibility Study. City of La Habra. The City of La Habra seeks to promote the preservation of historic buildings that reflect their unique architectural and cultural heritage. In 2012, GPA conducted a city-wide historic esources survey that updated an existing survey. As part of the survey update, and once the historic resources were identified within the city, GPA was also contracted to conduct a feasibility study to implement the Mills Act program within their city. This project included working closely with city staff and the public and decision makers to conduct public outreach meetings, and inform the stakeholders of what it would take and cost to implement a Mills Act program. Historic Resource Survey and Context Statement and Historic Resources Element Update. City of Huntington Beach, The City of Huntington Beach is located on the coastline of northern Orange County. In 20010-2013, GPA was contracted to conduct a city-wide survey and update the City's existing Historic Resources Element of the City's General Plan. The City currently does not have a historic preservation ordinance, although GPA included recommendations for the establishment of such an ordinance. As part of the project, GPA reviewed the City's existing Historic Preservation Element, which included extensive coordination with the City staff, Historic Resources Board, and City Council, Policy Implementation and Work Plan Training- Design Guidelines. City of Dinuba. GPA conducted a city-wide historic resources survey for the City of Dinuba in 2010 and prepared a process and nomination form for a downtown historic district. In addition to the survey efforts, GPA also worked closely with the city staff and community members to conduct public outreach efforts and neighborhood design guidelines. The result of the survey will be the completion of a Downtown Historic District and Historic Preservation Plan. As a result of the nomination, the City revised their historic preservation ordinance. GPA worked closely with the city to identify needs within their local ordinance that would require revision. In 2012-13, GPA has conducted a series of training sessions with the City's Historic Preservation Commission to update their mission, identify Goals, Policies, and Implementation Measures for their City. This has resulted In a detailed Work Plan and Ordinance update for the City. GPA CONSU LTING PROPOSAL FOR HISTORIC PRESERVATION ORDINANCE CrtY DFTEMPLE CITY I JULY 2073. 20 PROPOSED FEE �w� Please see proposed fee -fn separate cover. GPA CONSULTING � PPOPOSAL FOR HISTORIC PftESERVFTION ORDINANCE CRY OF TEMPLE aTr JULY 2013 21 Exhibit B Principal Architectural Historian 2:OD Associate Architectural Historian 7.00 Task Subtotal - 9.00 Principal Architectural Historian Associate Architectural,Historian Task Subtotal R. soa„kce 0I taxIt Principal Architectural Historian Associate Architectural Historian Task Subtotal Principal Architectural Historian Associate Architectural Historian Task Subtotal 55.00 40.50 95.50 10.00 48.00 58.00 $180.00 $360.00 $125.00 $875.00 Eust ret �r.€ n cr anea3i Principal Architectural Historian 16.00 $180.00 $2,880.00 Associate Architectural Historian 17.50 $125.00 $2,187.50 Task Subtotal 33.50 $5,067.50 `'eog i•ur?..z,�l� Principal Architectural Historian 2:OD Associate Architectural Historian 7.00 Task Subtotal - 9.00 Principal Architectural Historian Associate Architectural,Historian Task Subtotal R. soa„kce 0I taxIt Principal Architectural Historian Associate Architectural Historian Task Subtotal Principal Architectural Historian Associate Architectural Historian Task Subtotal 55.00 40.50 95.50 10.00 48.00 58.00 $180.00 $360.00 $125.00 $875.00 $180.00 $9,900.00 $125.00 $5,062.50 $180.00 $1,800.00 $125.00 $6,000.00 $7,800.00 1.00 $180.00 4.50 $125.00 $1,235.00 $14,962.50 $180.00 $562.50 $742.50 Mileage -Billable expense 1.00 $19.50 Total Expenses: $192.50 Total Serv ice: $29,807.50 Total Expenses: $792.50 Misc: $0.00