HomeMy WebLinkAboutE-7 Staff Report - Historic Resource Group PSACONSENT ITEM
E-7
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
VIA: SERGIO GONZALEZ, CITY MANAGER
FROM: MATT MARQUEZ, ECONOMIC AND COMMUNITY DEVELOPMENT DIRECTOR
DATE: OCTOBER 7, 2019
SUBJECT: REQUEST TO APPROVE PROFESSIONAL SERVICES AGREEMENT WITH
HISTORIC RESOURCE GROUP TO CONDUCT THE CITY'S HISTORIC CONTE XT
STATEMENT AND CITYWIDE HISTORIC SURVEY UPDATE AS IT RELATES TO
THE CITY'S HISTORIC PRESERVATION PROGRAM
BACKGROUND:
The City of Azusa has a rich history that has evolved from its founding date in 1887 and incorporated on
December 29, 1898. The City has approximately 120 years of history which has been memorialized and
celebrated. The City’s Historic Preservation Program started with the adoption of the Historic Property
Survey List and Chapter 55 of the Azusa Municipal Code.
On November 16, 2000, the City Council adopted Ordinance No. 00-012. This Ordinance established
Chapter 55 – Historic Preservation Code Section of the Azusa Municipal Code. This Chapter and the
corresponding Cultural and Historic Preservation Commission it created was done so to protect,
appreciate, and preserve the cultural and historic resources of the City. By doing so, a partnership would
be established between the Commission, other governmental agencies, property owners/residents, the
business sector, and the community at large to retain and protect those cultural and historic resources
which will preserve and enhance the community.
ANALYSIS:
Historic Context Statement
The Historic Context Statement is a crucial document for a successful Historic Preservation Program. A
Historic Context Statement is needed to understand the historic significance of resources in a given area.
It is necessary to examine those resources within appropriate historic context. A historic context
statement is a written document that provides the framework for evaluating a property for historic
significance and integrity. It answers questions such as:
•What aspects of geography, history and culture shaped the built environment of a given area?
•What property types were associated with those developments?
APPROVED
CITY COUNCIL
10/7/2019
PSA Historic Resource Group – Historic Context Statement & Historic Survey Update
October 7, 2019
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• Why these properties are important?
• What level of integrity is needed for them to qualify as historic resources?
The purpose of a Historic Context Statement is to place built resources in the appropriate historic, social,
and architectural context so that the relationship between an area’s physical environment and its broader
history can be established.
A Historic Context Statement is not intended to be a comprehensive history. Rather, its purpose is to
highlight trends and patterns critical to the understanding of the built environment. The context
statement determines how broad or narrow the focus should be. Context statements can be prepared as a
first step in the development of a historic preservation program. Context statements can be prepared in
conjunction with historic resource surveys – reconnaissance or intensive level. Context statements can
be used to facilitate the simultaneous designation of properties, thereby streamlining the process.
Context statements are required for individual historic landmark nominations and historic resource
evaluation reports. This would be the City’s first Historic Context Statement.
Update City Wide Historic Survey
The Historic Context Statement would work alongside the City Wide Historic Survey update. The
original Historic Property Survey List was updated on September 14, 2000. The City Wide Historic
Survey update would identify a relevant period of significance, and complete a reconnaissance survey of
Azusa’s residential and commercial properties followed by an intensive level field survey of relevant
properties. This project shall include the identification, photography and evaluation of properties built
within the identified period of significance. Evaluation will be based on National Register, California
Register and local criteria. The contribution of individual properties to a historic site or
thematic/typological grouping shall also be evaluated, and California Historical Resources Status Codes
will be assigned to all relevant properties. Properties will be documented on the appropriate State
Historic Resources Inventory forms and the results of the survey work and research will be recorded,
including digital photography that meets State Office of Historic Preservation standards.
Historic Preservation Program Implementation
The Historic Program Implementation would be done in two phases:
Phase #1
The consultant would conduct Historic Context Statement and Update City Wide Historic Survey. The
timeline for phase #1 is approximately 9 months long and shown below:
Task Number Task Deliverable Timeline
1 Meetings The process would start November
2019 and conclude July 2020. This is
an approximate estimate and be
longer depending on community
engagement.
2 Community Engagement
3 Pre-Field Research
4 Reconnaissance Survey & Post-Field Research
5 Historic Context Statement
6 Intensive-Level Survey
7 Final Report & Next Steps
PSA Historic Resource Group – Historic Context Statement & Historic Survey Update
October 7, 2019
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Phase #2
After the completion of Phase #1, the consultant would provide a report for next steps. Some of those
steps will be to update Chapter 55 – Historic Preservation of the Azusa Municipal Code and implement
a Mills Act Program and other programs. This phase will be a separate project and be brought back to
the Commission for review and comment at a later date.
Firm Selection Process
The City received a total of seven (7) proposals that ranged from $75,000 to $182,280, the following
firms submitted proposals:
• GPA Consulting
• IS Architecture
• Historic Resource Group
• Architectural Resources Group
• Rincon Consultants, Inc.
• Page and Turnbull
• ASM Affiliates
Per Article VII – Bidding and Contracting, and Other Purchases of Projects, Supplies, Services and
Equipment of the Azusa Municipal Code provides that professional services be selected based on the
following information:
The Selection Committee was comprised of City Staff, Members of the Cultural and Historic
Preservation Commission and Azusa Historical Society.
The Selection Committee evaluated the RFP based on the following themes:
• Experience and Qualifications
• Project Approach
• Team Member Experience
• Compensation
• Overall Quality
The Selection Committee interviewed the following top (3) three firms:
• GPA Consulting
• Historic Resources Group
• Page and Turnbull
The Selection Committee ranked the Historic Resources Group the highest for some of the following
reasons:
• Community Engagement
o Approach
o Philosophy of community outreach
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October 7, 2019
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o Education and Community Outreach
• Work Timeline
o 9 month timeline
o Historic Context and Survey Update would work together
• Reconnaissance Survey and Intensive-Level Survey
o All properties constructed prior to 1979
o No limit for number of properties that can qualify Intensive-Level Survey
• Next Steps Report
o Comprehensive Approach
o Azusa Specific Programming
o Inventory of Architectural Design for Design Guidelines
SUMMARY & RECOMMENDATION:
Below is a summary of events related to the subject matter:
• September 14, 2000, the City’s original Historic Property Survey List was updated.
• November 16. 2000, City Council adopted Ordinance No. 0-12 establishing Chapter 55 –
Historic Preservation of the AMC.
• February 20, 2001, the Azusa City Council approved a list of Potential Historic Landmarks.
• February 19, 2019, the Azusa Cultural and Historic Preservation Commission recommended the
approval of the Request for Proposal for Historic Context Statement and Update City Wide
Historic Survey and selected Commissioner Ramirez and Commissioner Pastrano to serve on the
Selection Committee.
• March 4, 2019, the Azusa City Council authorized the release of Request for Proposal for
Historic Context Statement and Update City Wide Historic Survey.
• April 8, 2019, Request for Proposal for the Historic Context Statement and Update Citywide
Historic Survey was released to the public.
• May 9, 2019, the Historic Context Statement and Update Citywide Historic Survey closed and a
total of seven proposals were received.
• September 5, 2019, the Selection Committee held interviews of the top three firms that were
ranked the highest from the selection criteria.
• September 18, 2019, the Cultural and Historic Preservation Commission recommended approval
to the City Council of Historic Resource Group to conduct the Historic Context Statement and
Historic Survey Update.
PSA Historic Resource Group – Historic Context Statement & Historic Survey Update
October 7, 2019
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Staff recommends that the City Council take the following actions:
1) Approve a Professional Services Agreement with Historic Resource Group to conduct the
Historic Context Statement and Historic Survey Update in an amount not to exceed $89,900for
City Council approval; and
2) Authorize the City Manager to prepare and execute the agreements, in a form acceptable to the
City Attorney, on behalf of the City.
FISCAL IMPACT:
The contract amount of $89,900.00 shall be paid from the Professional Services Account 1035611000-
6399 as budgeted in the FY 18-19 Budget.
Prepared by: Reviewed by:
Manuel Muñoz Matt Marquez
Planning Manager Director of Economic and Community Development
Fiscal Reviewed by: Reviewed and Approved by:
Talika M. Johnson Sergio Gonzalez
Director of Administrative Services City Manager
Attachments:
1) Historic Resources Group Proposal
8513273_1
CITY OF AZUSA
PROFESSIONAL SERVICES AGREEMENT
WITH HISTORIC RESOURCES GROUP AND CITY OF AZUSA
RE: HISTORIC CONTEXT STATEMENT AND CITYWIDE SURVEY UPDATE
1. PARTIES AND DATE.
This Agreement is made and entered into this 7th day of October, 2019 by and between
the City of Azusa, a municipal corporation organized under the laws of the State of California
with its principal place of business at 213 East Foothill Boulevard, Azusa, California 91702
(“City”) and Historic Resources Group, a California Limited Liability Company with its
principal place of business at 12 S. Fair Oaks Avenue, Suite 200, Pasadena, CA 91105
(“Consultant”). City and Consultant are sometimes individually referred to herein as “Party”
and collectively as “Parties.”
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional services required by the City on the terms and conditions set forth in this
Agreement. Consultant represents that it is experienced in providing historic preservation
services to public clients, is licensed in the State of California, and is familiar with the plans of
City.
2.2 Project.
City desires to engage Consultant to conduct the City’s Historic Context Statement and
Citywide Historic Survey update as it relates to the City’s Historic Preservation program
(“Project”) as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to
the City all labor, materials, tools, equipment, services, and incidental and customary work
necessary to fully and adequately supply the professional historic preservation consulting
services necessary for the Project (“Services”). The Services are more particularly described in
Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject
to, and performed in accordance with, this Agreement, the exhibits attached hereto and
incorporated herein by reference, and all applicable local, state and federal laws, rules and
regulations.
3.1.2 Term. The term of this Agreement shall be from November 2019 to July
2020, unless earlier terminated as provided herein. Consultant shall complete the Services
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within the term of this Agreement, and shall meet any other established schedules and deadlines.
The Parties may, by mutual written consent, extend the term of this Agreement if necessary to
complete the Services.
3.2 Responsibilities of Consultant.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Consultant or under its supervision. Consultant will determine
the means, methods and details of performing the Services subject to the requirements of this
Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant retains the right to perform similar or different services for others during the term of
this Agreement. Any additional personnel performing the Services under this Agreement on
behalf of Consultant shall also not be employees of City and shall at all times be under
Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other
amounts due such personnel in connection with their performance of Services under this
Agreement and as required by law. Consultant shall be responsible for all reports and
obligations respecting such additional personnel, including, but not limited to: social security
taxes, income tax withholding, unemployment insurance, disability insurance, and workers’
compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services
expeditiously, within the term of this Agreement, and in accordance with the Schedule of
Services set forth in Exhibit “B” attached hereto and incorporated herein by reference.
Consultant represents that it has the professional and technical personnel required to perform the
Services in conformance with such conditions. In order to facilitate Consultant’s conformance
with the Schedule, City shall respond to Consultant’s submittals in a timely manner. Upon
request of City, Consultant shall provide a more detailed schedule of anticipated performance to
meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that
certain key personnel will perform and coordinate the Services under this Agreement. Should
one or more of such personnel become unavailable, Consultant may substitute other personnel of
at least equal competence upon written approval of City. In the event that City and Consultant
cannot agree as to the substitution of key personnel, City shall be entitled to terminate this
Agreement for cause. As discussed below, any personnel who fail or refuse to perform the
Services in a manner acceptable to the City, or who are determined by the City to be
uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a
threat to the safety of persons or property, shall be promptly removed from the Project by the
Consultant at the request of the City. The key personnel for performance of this Agreement are
as follows: Christine Lazzaretto and Kari Fowler.
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3.2.5 City’s Representative. The City hereby designates Matt Marquez,
Economic and Community Development Director, or his or her designee, to act as its
representative for the performance of this Agreement (“City’s Representative”). City’s
Representative shall have the power to act on behalf of the City for all purposes under this
Contract. Consultant shall not accept direction or orders from any person other than the City’s
Representative or his or her designee.
3.2.6 Consultant’s Representative. Consultant hereby designates Christine
Lazzaretto, or his/her designee, to act as its representative for the performance of this Agreement
(“Consultant’s Representative”). Consultant’s Representative shall have full authority to
represent and act on behalf of the Consultant for all purposes under this Agreement. The
Consultant’s Representative shall supervise and direct the Services, using his/her best skill and
attention, and shall be responsible for all means, methods, techniques, sequences and procedures
and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City’s staff, consultants and other
staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform
all Services under this Agreement in a skillful and competent manner, consistent with the
standards generally recognized as being employed by professionals in the same discipline in the
State of California. Consultant represents and maintains that it is skilled in the professional
calling necessary to perform the Services. Consultant warrants that all employees and
subcontractors shall have sufficient skill and experience to perform the Services assigned to
them. Finally, Consultant represents that it, its employees and subcontractors have all licenses,
permits, qualifications and approvals of whatever nature that are legally required to perform the
Services, including a City Business License, and that such licenses and approvals shall be
maintained throughout the term of this Agreement. As provided for in the indemnification
provisions of this Agreement, Consultant shall perform, at its own cost and expense and without
reimbursement from the City, any services necessary to correct errors or omissions which are
caused by the Consultant’s failure to comply with the standard of care provided for herein. Any
employee of the Consultant or its sub-consultants who is determined by the City to be
uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat
to the safety of persons or property, or any employee who fails or refuses to perform the Services
in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant
and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Period of Performance. Consultant shall perform and complete all Services
under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”).
Consultant shall also perform the Services in strict accordance with any completion schedule or
Project milestones described in Exhibits “A” or “B” attached hereto, or which may be separately
agreed upon in writing by the City and Consultant (“Performance Milestones”). Consultant
agrees that if the Services are not completed within the aforementioned Performance Time
and/or pursuant to any such Project Milestones developed pursuant to provisions of this
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Agreement, it is understood, acknowledged and agreed that the City will suffer damage.
3.2.10 Laws and Regulations; Employee/Labor Certifications. Consultant shall
keep itself fully informed of and in compliance with all local, state and federal laws, rules and
regulations in any manner affecting the performance of the Project or the Services, including all
Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable
for all violations of such laws and regulations in connection with Services. If the Consultant
performs any work knowing it to be contrary to such laws, rules and regulations and without
giving written notice to the City, Consultant shall be solely responsible for all costs arising
therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers,
employees and agents free and harmless, pursuant to the indemnification provisions of this
Agreement, from any claim or liability arising out of any failure or alleged failure to comply
with such laws, rules or regulations.
3.2.10.1 Employment Eligibility; Consultant. By executing this
Agreement, Consultant verifies that it fully complies with all requirements and restrictions of
state and federal law respecting the employment of undocumented aliens, including, but not
limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to
time. Such requirements and restrictions include, but are not limited to, examination and
retention of documentation confirming the identity and immigration status of each employee of
the Consultant. Consultant also verifies that it has not committed a violation of any such law
within the five (5) years immediately preceding the date of execution of this Agreement, and
shall not violate any such law at any time during the term of the Agreement. Consultant shall
avoid any violation of any such law during the term of this Agreement by participating in an
electronic verification of work authorization program operated by the United States Department
of Homeland Security, by participating in an equivalent federal work authorization program
operated by the United States Department of Homeland Security to verify information of newly
hired employees, or by some other legally acceptable method. Consultant shall maintain records
of each such verification, and shall make them available to the City or its representatives for
inspection and copy at any time during normal business hours. The City shall not be responsible
for any costs or expenses related to Consultant’s compliance with the requirements provided for
in Section 3.2.10 or any of its sub-sections.
3.2.10.2 Employment Eligibility; Subcontractors, Consultants, Sub-
subcontractors and Subconsultants. To the same extent and under the same conditions as
Consultant, Consultant shall require all of its subcontractors, consultants, sub-subcontractors and
subconsultants performing any work relating to the Project or this Agreement to make the same
verifications and comply with all requirements and restrictions provided for in Section 3.2.10.1.
3.2.10.3 Employment Eligibility; Failure to Comply. Each person
executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer
of Consultant, and understands that any of the following shall be grounds for the City to
terminate the Agreement for cause: (1) failure of Consultant or its subcontractors, consultants,
sub-subcontractors or subconsultants to meet any of the requirements provided for in Sections
3.2.10.1 or 3.2.10.2; (2) any misrepresentation or material omission concerning compliance with
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such requirements (including in those verifications provided to the Consultant under Section
3.2.10.2); or (3) failure to immediately remove from the Project any person found not to be in
compliance with such requirements.
3.2.10.4 Labor Certification. By its signature hereunder, Consultant
certifies that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Workers’ Compensation or to undertake
self-insurance in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
3.2.10.5 Equal Opportunity Employment. Consultant represents
that it is an equal opportunity employer and it shall not discriminate against any subconsultant,
employee or applicant for employment because of race, religion, color, national origin, handicap,
ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities
related to initial employment, upgrading, demotion, transfer, recruitment or recruitment
advertising, layoff or termination. Consultant shall also comply with all relevant provisions of
City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs
or guidelines currently in effect or hereinafter enacted.
3.2.10.6 Air Quality. To the extent applicable, Consultant must
fully comply with all applicable laws, rules and regulations in furnishing or using equipment
and/or providing services, including, but not limited to, emissions limits and permitting
requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or
California Air Resources Board (CARB). Although the SCAQMD and CARB limits and
requirements are more broad, Consultant shall specifically be aware of their application to
"portable equipment", which definition is considered by SCAQMD and CARB to include any
item of equipment with a fuel-powered engine. Consultant shall indemnify City against any
fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory
agency for violations of applicable laws, rules and/or regulations by Consultant, its
subconsultants, or others for whom Consultant is responsible under its indemnity obligations
provided for in this Agreement.
3.2.10.7 Water Quality.
(A) Management and Compliance. To the extent applicable,
Consultant’s Services must account for, and fully comply with, all local, state and federal laws,
rules and regulations that may impact water quality compliance, including, without limitation, all
applicable provisions of the Federal Water Pollution Control Act (33 U.S.C. §§ 1300); the
California Porter-Cologne Water Quality Control Act (Cal Water Code §§ 13000-14950); laws,
rules and regulations of the Environmental Protection Agency, the State Water Resources
Control Board and the Santa Ana Regional Water Quality Control Board; the City’s ordinances
regulating discharges of storm water; and any and all regulations, policies, or permits issued
pursuant to any such authority regulating the discharge of pollutants, as that term is used in the
Porter-Cologne Water Quality Control Act, to any ground or surface water in the State.
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(B) Liability for Non-compliance. Failure to comply with the
laws, regulations and policies described in this Section is a violation of law that may subject
Consultant or City to penalties, fines, or additional regulatory requirements. Consultant shall
defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and
agents free and harmless, pursuant to the indemnification provisions of this Agreement, from and
against any and all fines, penalties, claims or other regulatory requirements imposed as a result
of Consultant’s non-compliance with the laws, regulations and policies described in this Section,
unless such non-compliance is the result of the sole established negligence, willful misconduct or
active negligence of the City, its officials, officers, agents, employees or authorized volunteers.
(C) Training. In addition to any other standard of care
requirements set forth in this Agreement, Consultant warrants that all employees and
subcontractors shall have sufficient skill and experience to perform the Services assigned to them
without impacting water quality in violation of the laws, regulations and policies described in
this Section. Consultant further warrants that it, its employees and subcontractors will receive
adequate training, as determined by City, regarding the requirements of the laws, regulations and
policies described in this Section as they may relate to the Services provided under this
Agreement. Upon request, City will provide Consultant with a list of training programs that
meet the requirements of this paragraph.
3.2.11 Insurance.
3.2.11.1 Time for Compliance. Consultant shall not commence
Services under this Agreement until it has provided evidence satisfactory to the City that it has
secured all insurance required under this section. In addition, Consultant shall not allow any
subcontractor to commence work on any subcontract until it has provided evidence satisfactory
to the City that the subcontractor has secured all insurance required under this section.
3.2.11.2 Minimum Requirements. Consultant shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of
the Agreement by the Consultant, its agents, representatives, employees or subcontractors.
Consultant shall also require all of its subcontractors to procure and maintain the same insurance
for the duration of the Agreement. Such insurance shall meet at least the following minimum
levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as
broad as the latest version of the following: (1) General Liability: Insurance Services Office
Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto);
and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as
required by the State of California and Employer’s Liability Insurance. The policy shall not
contain any exclusion contrary to the Agreement, including but not limited to endorsements or
provisions limiting coverage for (1) contractual liability (including but not limited to ISO CG 24
26 or 21 29); or (2) cross liability for claims or suits by one insured against another.
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(B) Minimum Limits of Insurance. Consultant shall maintain
limits no less than: (1) General Liability:$1,000,000 per occurrence for bodily injury, personal
injury and property damage. If Commercial General Liability Insurance or other form with
general aggregate limit is used including, but not limited to, form CG 2503, either the general
aggregate limit shall apply separately to this Agreement/location or the general aggregate limit
shall be twice the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident
for bodily injury and property damage; and (3) Workers’ Compensation and Employer’s
Liability: Workers’ Compensation limits as required by the Labor Code of the State of
California. Employer’s Liability limits of $1,000,000 per accident for bodily injury or disease.
Defense costs shall be paid in addition to the limits.
(C) Notices; Cancellation or Reduction of Coverage. At least
fifteen (15) days prior to the expiration of any such policy, evidence showing that such insurance
coverage has been renewed or extended shall be filed with the City. If such coverage is
cancelled or materially reduced, Consultant shall, within ten (10) days after receipt of written
notice of such cancellation or reduction of coverage, file with the City evidence of insurance
showing that the required insurance has been reinstated or has been provided through another
insurance company or companies. In the event any policy of insurance required under this
Agreement does not comply with these specifications or is canceled and not replaced, the City
has the right but not the duty to obtain the insurance it deems necessary and any premium paid
by the City will be promptly reimbursed by Consultant or the City may withhold amounts
sufficient to pay premium from Consultant payments. In the alternative, the City may suspend or
terminate this Agreement.
3.2.11.3 Professional Liability. Consultant shall procure and
maintain, and require its sub-consultants to procure and maintain, for a period of five (5) years
following completion of the Project, errors and omissions liability insurance appropriate to their
profession. Such insurance shall be in an amount not less than $1,000,000 per claim, and shall
be endorsed to include contractual liability. Defense costs shall be paid in addition to limits.
3.2.11.4 Insurance Endorsements. The insurance policies shall
contain the following provisions, or Consultant shall provide endorsements on forms supplied or
approved by the City to add the following provisions to the insurance policies:
(A) General Liability. The general liability policy shall include
or be endorsed (amended) to state that: (1) using ISO CG forms 20 10 and 20 37, or
endorsements providing the exact same coverage, the City of Azusa, its directors, officials,
officers, employees, agents and volunteers shall be covered as additional insured with respect to
the Services or ongoing and complete operations performed by or on behalf of the Consultant,
including materials, parts or equipment furnished in connection with such work; and (2) using
ISO form 20 01, or endorsements providing the exact same coverage, the insurance coverage
shall be primary insurance as respects the City, its directors, officials, officers, employees, agents
and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the
Consultant’s scheduled underlying coverage. Any excess insurance shall contain a provision that
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such coverage shall also apply on a primary and noncontributory basis for the benefit of the City,
before the City’s own primary insurance or self-insurance shall be called upon to protect it as a
named insured. Any insurance or self-insurance maintained by the City, its directors, officials,
officers, employees, agents and volunteers shall be excess of the Consultant’s insurance and shall
not be called upon to contribute with it in any way. Notwithstanding the minimum limits set
forth in Section 3.2.11.2(B), any available insurance proceeds in excess of the specified
minimum limits of coverage shall be available to the parties required to be named as additional
insureds pursuant to this Section 3.2.11.4(A).
(B) Automobile Liability. The automobile liability policy shall
include or be endorsed (amended) to state that: (1) the City, its directors, officials, officers,
employees, agents and volunteers shall be covered as additional insureds with respect to the
ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or
borrowed by the Consultant or for which the Consultant is responsible; and (2) the insurance
coverage shall be primary insurance as respects the City, its directors, officials, officers,
employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage
excess of the Consultant’s scheduled underlying coverage. Any insurance or self-insurance
maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be
excess of the Consultant’s insurance and shall not be called upon to contribute with it in any
way. Notwithstanding the minimum limits set forth in Section 3.2.11.2(B), any available
insurance proceeds in excess of the specified minimum limits of coverage shall be available to
the parties required to be named as additional insureds pursuant to this Section 3.2.11.4(B).
(C) Workers’ Compensation and Employers’ Liability
Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors,
officials, officers, employees, agents and volunteers for losses paid under the terms of the
insurance policy which arise from work performed by the Consultant.
(D) All Coverages. Each insurance policy required by this
Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced
or canceled except after thirty (30) days (10 days for nonpayment of premium) prior written
notice by certified mail, return receipt requested, has been given to the City; and (B) 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 directors, officials, officers, employees, agents
and volunteers. 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 officials,
officers, employees, agents and volunteers, or any other additional insureds.
3.2.11.5 Separation of Insureds; No Special Limitations; Waiver of
Subrogation. All insurance required by this Section shall contain standard separation of insureds
provisions. In addition, such insurance shall not contain any special limitations on the scope of
protection afforded to the City, its directors, officials, officers, employees, agents and volunteers.
All policies shall waive any right of subrogation of the insurer against the City, its officials,
officers, employees, agents, and volunteers, or any other additional insureds, or shall specifically
allow Consultant or others providing insurance evidence in compliance with these specifications
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to waive their right of recovery prior to a loss. Consultant hereby waives its own right of
recovery against City, its officials, officers, employees, agents, and volunteers, or any other
additional insureds, and shall require similar written express waivers and insurance clauses from
each of its subconsultants.
3.2.11.6 Deductibles and Self-Insurance Retentions. Any
deductibles or self-insured retentions must be declared to and approved by the City. Consultant
shall guarantee that, at the option of the City, either: (1) the insurer shall reduce or eliminate
such deductibles or self-insured retentions as respects the City, its directors, officials, officers,
employees, agents and volunteers; or (2) the Consultant shall procure a bond guaranteeing
payment of losses and related investigation costs, claims and administrative and defense
expenses.
3.2.11.7 Subconsultant Insurance Requirements. Consultant shall
not allow any subconsultants to commence work on any subcontract relating to the work under
the Agreement until they have provided evidence satisfactory to the City that they have secured
all insurance required under this Section. If requested by Consultant, the City may approve
different scopes or minimum limits of insurance for particular subconsultants. The Consultant
and the City shall be named as additional insureds on all subconsultants’ policies of Commercial
General Liability using ISO form 20 38, or coverage at least as broad.
3.2.11.8 Acceptability of Insurers. Insurance is to be placed with
insurers with a current A.M. Best’s rating no less than A:VIII, licensed to do business in
California, and satisfactory to the City.
3.2.11.9 Verification of Coverage. Consultant shall furnish City
with original certificates of insurance and endorsements effecting coverage required by this
Agreement on forms satisfactory to the City. The certificates and endorsements for each
insurance policy shall be signed by a person authorized by that insurer to bind coverage on its
behalf, and shall be on forms provided by the City if requested. All certificates and
endorsements must be received and approved by the City before work commences. The City
reserves the right to require complete, certified copies of all required insurance policies, at any
time.
3.2.11.9 Reporting of Claims. Consultant shall report to the City, in
addition to Consultant’s insurer, any and all insurance claims submitted by Consultant in
connection with the Services under this Agreement.
3.2.12 Safety. Consultant shall execute and maintain its work so as to avoid
injury or damage to any person or property. In carrying out its Services, the Consultant shall at
all times be in compliance with all applicable local, state and federal laws, rules and regulations,
and shall exercise all necessary precautions for the safety of employees appropriate to the nature
of the work and the conditions under which the work is to be performed. Safety precautions as
applicable shall include, but shall not be limited to: (A) adequate life protection and life saving
equipment and procedures; (B) instructions in accident prevention for all employees and
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subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks,
confined space procedures, trenching and shoring, equipment and other safety devices,
equipment and wearing apparel as are necessary or lawfully required to prevent accidents or
injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety
measures.
3.2.13 Accounting Records. Consultant shall maintain complete and accurate
records with respect to all costs and expenses incurred under this Agreement. All such records
shall be clearly identifiable. Consultant 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. Consultant shall allow inspection of all work,
data, documents, proceedings, and activities related to the Agreement for a period of three (3)
years from the date of final payment under this Agreement.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates set forth
in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation
shall not exceed eighty-nine thousand, nine-hundred dollars ($89,900) without written approval
of the City Council. Extra Work may be authorized, as described below, and if authorized, will
be compensated at the rates and manner set forth in this Agreement.
3.3.2 Payment of Compensation. Consultant shall submit to City a monthly
itemized statement which indicates work completed and hours of Services rendered by
Consultant. The statement shall describe the amount of Services and supplies provided since the
initial commencement date, or since the start of the subsequent billing periods, as appropriate,
through the date of the statement. City shall, within 45 days of receiving such statement, review
the statement and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any
expenses unless authorized in writing by City.
3.3.4 Extra Work. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, “Extra Work” means any work
which is determined by City to be necessary for the proper completion of the Project, but which
the parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization
from City’s Representative.
3.3.5 Prevailing Wages. Consultant is aware of the requirements of California
Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations,
Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of
prevailing wage rates and the performance of other requirements on “public works” and
“maintenance” projects. If the Services are being performed as part of an applicable “public
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works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage
Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in
effect at the commencement of this Agreement. Consultant shall make copies of the prevailing
rates of per diem wages for each craft, classification or type of worker needed to execute the
Services available to interested parties upon request, and shall post copies at the Consultant’s
principal place of business and at the project site. Consultant shall defend, indemnify and hold
the City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4 Termination of Agreement.
3.4.1 Grounds for Termination. City may, by written notice to Consultant,
terminate the whole or any part of this Agreement at any time and without cause by giving
written notice to Consultant of such termination, and specifying the effective date thereof, at
least seven (7) days before the effective date of such termination. Upon termination, Consultant
shall be compensated only for those services which have been adequately rendered to City, and
Consultant shall be entitled to no further compensation. Consultant may not terminate this
Agreement except for cause.
3.4.2 Effect of Termination. If this Agreement is terminated as provided herein,
City may require Consultant to provide all finished or unfinished Documents and Data and other
information of any kind prepared by Consultant in connection with the performance of Services
under this Agreement. Consultant shall be required to provide such document and other
information within fifteen (15) days of the request.
3.4.3 Additional Services. In the event this Agreement is terminated in whole
or in part as provided herein, City may procure, upon such terms and in such manner as it may
determine appropriate, services similar to those terminated.
3.5 Ownership of Materials and Confidentiality.
3.5.1 Documents & Data; Licensing of Intellectual Property. This Agreement
creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense
any and all copyrights, designs, and other intellectual property embodied in plans, specifications,
studies, drawings, estimates, and other documents or works of authorship fixed in any tangible
medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by
Consultant under this Agreement (“Documents & Data”). All Documents & Data shall be and
remain the property of City, and shall not be used in whole or in substantial part by Consultant
on other projects without the City's express written permission. Within thirty (30) days
following the completion, suspension, abandonment or termination of this Agreement,
Consultant shall provide to City reproducible copies of all Documents & Data, in a form and
amount required by City. City reserves the right to select the method of document reproduction
and to establish where the reproduction will be accomplished. The reproduction expense shall be
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borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of
compensation to which the Consultant is entitled under the termination provisions of this
Agreement, Consultant shall provide all Documents & Data to City upon payment of the
undisputed amount. Consultant shall have no right to retain or fail to provide to City any such
documents pending resolution of the dispute. In addition, Consultant shall retain copies of all
Documents & Data on file for a minimum of fifteen (15) years following completion of the
Project, and shall make copies available to City upon the payment of actual reasonable
duplication costs. Before destroying the Documents & Data following this retention period,
Consultant shall make a reasonable effort to notify City and provide City with the opportunity to
obtain the documents.
3.5.2 Subcontractors. Consultant shall require all subcontractors to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that
Consultant has the legal right to license any and all Documents & Data. Consultant makes no
such representation and warranty in regard to Documents & Data which were prepared by design
professionals other than Consultant or its subcontractors, or those provided to Consultant by the
City.
3.5.3 Right to Use. City shall not be limited in any way in its use or reuse of the
Documents and Data or any part of them at any time for purposes of this Project or another
project, provided that any such use not within the purposes intended by this Agreement or on a
project other than this Project without employing the services of Consultant shall be at City’s
sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it
shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless
Consultant and its officers, directors, agents and employees from claims arising out of the
negligent use or re-use of the Documents & Data on such other project. Consultant shall be
responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only
with respect to the condition of the Documents & Data at the time they are provided to the City
upon completion, suspension, abandonment or termination. Consultant shall not be responsible
or liable for any revisions to the Documents & Data made by any party other than Consultant, a
party for whom the Consultant is legally responsible or liable, or anyone approved by the
Consultant.
3.5.4 Confidentiality. All Documents & Data either created by or provided to
Consultant in connection with the performance of this Agreement shall be held confidential by
Consultant. All Documents & Data shall not, without the prior written consent of City, be used
or reproduced by Consultant for any purposes other than the performance of the Services.
Consultant shall not disclose, cause or facilitate the disclosure of the Documents & Data to any
person or entity not connected with the performance of the Services or the Project. Nothing
furnished to Consultant which is otherwise known to Consultant or is generally known, or has
become known, to the related industry shall be deemed confidential. Consultant shall not use
City’s name or insignia, photographs of the Project, or any publicity pertaining to the Services or
the Project in any magazine, trade paper, newspaper, television or radio production or other
similar medium without the prior written consent of City.
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3.6 General Provisions.
3.6.1 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such other
address as the respective parties may provide in writing for this purpose:
Consultant:
Historic Resources Group, LLC
12 S. Fair Oaks Avenue, Suite 200
Pasadena, CA 91105
Attn: Christine Lazzaretto
City:
City of Azusa
213 E. Foothill Blvd.
Azusa, CA 91702
Attn: Matt Marquez, Economic and Community Development
Director
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to
the party at its applicable address. Actual notice shall be deemed adequate notice on the date
actual notice occurred, regardless of the method of service.
3.6.2 Indemnification.
3.6.2.1 Scope of Indemnity. To the fullest extent permitted by law,
CONSULTANT shall indemnify and hold harmless AGENCY and any and all of its officials,
employees and agents (“Indemnified Parties”) from and against any and all losses, liabilities,
damages, costs and expenses, including legal counsel’s fees and costs, caused in whole or in part
by the negligent or wrongful act, error or omission of CONSULTANT, its officers, agents,
employees or subconsultants (or any agency or individual that CONSULTANT shall bear the
legal liability thereof) in the performance of services under this AGREEMENT.
CONSULTANT’s duty to indemnify and hold harmless AGENCY shall not extend to the
AGENCY’s sole or active negligence.
3.6.2.2 Duty to Defend. In the event the AGENCY, its officers,
employees, agents and/or volunteers are made a party to any action, lawsuit, or other adversarial
proceeding arising from the performance of the services encompassed by this AGREEMENT,
and upon demand by AGENCY, CONSULTANT shall defend the AGENCY at
CONSULTANT’s cost or at AGENCY’s option, to reimburse AGENCY for its costs of defense,
including reasonable attorney’s fees and costs incurred in the defense of such matters to the
extent the matters arise from, relate to or are caused by CONSULTANT’s negligent acts, errors
or omissions. Payment by AGENCY is not a condition precedent to enforcement of this
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indemnity. In the event of any dispute between CONSULTANT and AGENCY, as to whether
liability arises from the sole or active negligence of the AGENCY or its officers, employees, or
agents, CONSULTANT will be obligated to pay for AGENCY’s defense until such time as a
final judgment has been entered adjudicating the AGENCY as solely or actively negligent.
CONSULTANT will not be entitled in the absence of such a determination to any reimbursement
of defense costs including but not limited to attorney’s fees, expert fees and costs of litigation.
3.6.3 Governing Law; Government Code Claim Compliance. This Agreement
shall be governed by the laws of the State of California. Venue shall be in Los Angeles County.
In addition to any and all contract requirements pertaining to notices of and requests for
compensation or payment for extra work, disputed work, claims and/or changed conditions,
Consultant must comply with the claim procedures set forth in Government Code sections 900 et
seq. prior to filing any lawsuit against the City. Such Government Code claims and any
subsequent lawsuit based upon the Government Code claims shall be limited to those matters
that remain unresolved after all procedures pertaining to extra work, disputed work, claims,
and/or changed conditions have been followed by Consultant. If no such Government Code
claim is submitted, or if any prerequisite contractual requirements are not otherwise satisfied as
specified herein, Consultant shall be barred from bringing and maintaining a valid lawsuit
against the City.
3.6.4 Time of Essence. Time is of the essence for each and every provision of
this Agreement.
3.6.5 City’s Right to Employ Other Consultants. City reserves right to employ
other consultants in connection with this Project.
3.6.6 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.6.7 Assignment or Transfer. Consultant shall not assign, hypothecate, or
transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior written consent of the City. Any attempt to do so shall be null and void, and any assignees,
hypothecates or transferees shall acquire no right or interest by reason of such attempted
assignment, hypothecation or transfer.
3.6.8 Construction; References; Captions. Since the Parties or their agents have
participated fully in the preparation of this Agreement, the language of this Agreement shall be
construed simply, according to its fair meaning, and not strictly for or against any Party. Any
term referencing time, days or period for performance shall be deemed calendar days and not
work days. All references to Consultant include all personnel, employees, agents, and
subcontractors of Consultant, except as otherwise specified in this Agreement. All references to
City include its elected officials, officers, employees, agents, and volunteers except as otherwise
specified in this Agreement. The captions of the various articles and paragraphs are for
convenience and ease of reference only, and do not define, limit, augment, or describe the scope,
content, or intent of this Agreement.
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3.6.9 Amendment; Modification. No supplement, modification, or amendment
of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.10 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel, or otherwise.
3.6.11 No Third Party Beneficiaries. Except to the extent expressly provided for
in Section 3.6.7, there are no intended third party beneficiaries of any right or obligation assumed
by the Parties.
3.6.12 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions shall continue in full force and effect.
3.6.13 Prohibited Interests. Consultant maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working solely
for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not
paid nor has it agreed to pay any company or person, other than a bona fide employee working
solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. Consultant further
agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic
Interest with the City’s Filing Officer as required under state law in the performance of the
Services. For breach or violation of this warranty, City shall have the right to rescind this
Agreement without liability. For the term of this Agreement, no member, officer or employee of
City, during the term of his or her service with City, shall have any direct interest in this
Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.6.14 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be necessary,
appropriate or convenient to attain the purposes of this Agreement.
3.6.15 Attorney’s Fees. If either party commences an action against the other
party, either legal, administrative or otherwise, arising out of or in connection with this
Agreement, the prevailing party in such litigation shall be entitled to have and recover from the
losing party reasonable attorney’s fees and all other costs of such action.
3.6.16 Authority to Enter Agreement. Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party
warrants that the individuals who have signed this Agreement have the legal power, right, and
authority to make this Agreement and bind each respective Party.
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3.6.17 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.6.18 Entire Agreement. This Agreement contains the entire Agreement of the
parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed by
both parties.
[SIGNATURES ON NEXT PAGE]
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CITY OF AZUSA HISTORIC RESOURCES GROUP
By: By:
Mayor
Name:
Attest:
Title:
City Clerk
Approved as to Form:
Best Best & Krieger LLP
City Attorney
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D-18
8513273_1
EXHIBIT “A”
SCOPE OF SERVICES, SCHEDULE OF SERVICES, COMPENSATION
See Attachment 1 of E-7 Staff Report – Historic Resources Group Proposal
PROPOSAL
City of Azusa
Historic Context Statement & Citywide Survey
May 21, 2019
HISTORIC RESOURCES GROUP
12 S. Fair Oaks Avenue, Suite 200, Pasadena, CA 91105-3816
Telephone 626 793 2400, Facsimile 626 793 2401
www.historicresourcesgroup.com
PREPARED FOR
City of Azusa
Planning Division
Economic and Community Development Department
213 E. Foothill Boulevard
Azusa, CA 91702
Attention: Manuel Muñoz, Senior Planner
Bird’s Eye View of Azusa, 1887. Drawn by E.S. Moore. Source: Library of Congress Geography and Map Division.
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
TABLE OF CONTENTS
3 Cover Letter
4 Consultant’s Prior Experience and Qualifications
7 References
8 Organizational Chart
9 Team Member Resumes
17 Methodology Overview and Approach
24 Exceptions/Deviations
26 Compensation
Appendix A: Excerpted Work Samples
2
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
City of Azusa
Planning Division
Economic and Community Development Department
213 E. Foothill Boulevard
Azusa, CA 91702
Dear Mr. Muñoz,
We are pleased to submit this proposal to the City of Azusa in response to the Request for Proposals
dated April 8, 2019 and Addendum #1 dated May 20, 2019 to provide the City with a Historic Context
Statement and an Updated Citywide Historic Resources Survey.
Historic Resources Group, LLC (HRG) is a California Limited Liability Company founded in 1989. With
its multi-disciplinary blend of professionals, knowledge of the history, development, and existing
conditions of the built environment of Southern California, and demonstrated expertise in identifying
and evaluating historic resources, HRG is exceptionally qualified to perform the tasks outlined in the
RFP. All HRG professional staff meet or exceed the Secretary of the Interior’s Professional Qualifications
for Historic Preservation Professionals in the disciplines of History, Architectural History, and/or Historic
Architecture.
HRG has participated in preservation planning efforts in numerous municipalities throughout California
and has successfully worked with staff and stakeholders to develop historic context statements; conduct
surveys; and craft policy documents including historic preservation ordinances, incentive programs,
preservation elements, and design and preservation guidelines. HRG staff is composed of architectural
historians, architects, historians, and planners who are committed to providing clients with expert counsel
and quality work product.
Thank you for considering our proposal. Please feel free to contact Holly Kane at (626) 793-2400 x115
or holly@historicresourcesgroup.com if you have any questions.
Sincerely,
Christine Lazzaretto
Managing Principal
3
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
PRIOR EXPERIENCE AND QUALIFICATIONS
Historic resource surveys and the development of historic context statements constitute a large part of
HRG’s practice. HRG has extensive experience preparing historic resources studies for communities
throughout California and is a leading consultant in the design and implementation of effective historic
preservation programs. Our staff were key participants in SurveyLA, the City of Los Angeles citywide
historic resources survey, from the earliest planning stages. The firm believes in the importance of public
participation and has coordinated outreach efforts for a variety of municipal clients, including a three-
year public outreach program for SurveyLA which helped to promote the survey and gather valuable
property-specific information from local residents. HRG understands the importance of working with
local decision-makers and interested stakeholders to create consensus for the project, and to ensure that
the historic preservation program meets the needs of the local community. HRG has successfully
completed an extensive number of historic resources surveys and context statements, including:
SurveyLA, Los Angeles Citywide Historic Resources
Survey: Pilot Survey; Group 1 Survey (Hollywood);
Group 3 Survey (San Pedro, Palms-Mar Vista-Del
Rey); Group 4 Survey (Sherman Oaks-Studio City-
Toluca Lake-Cahuenga Pass); Group 5 Survey
(Brentwood-Pacific Palisades); Group 6 Survey
(Westlake); Group 7 Survey (Venice, Westwood);
Group 8 Survey (Granada Hills-Knollwood, Sylmar,
Sun Valley-La Tuna Canyon, Sunland-Tujunga);
Group 9 Survey (Northeast Los Angeles); Group 10
Survey (Central City North)
Contributions to the Los Angeles Citywide Historic
Context Statement for SurveyLA, including Multi-
Family Residential Development, Japanese
Americans in Los Angeles, Chinese Americans in
Los Angeles, the Entertainment Industry, and
Women’s Rights
City of Beverly Hills Historic Resource Survey and
Historic Context Statement, Beverly Hills, CA
Fresno Fulton Corridor Historic Resource Survey,
Fresno, CA
City of Goleta Citywide Historic Resource Survey
and Historic Context Statement, Goleta, CA
City of Lompoc Historic Resource Survey Update,
Lompoc, CA
Los Angeles International Airport (LAX) Historic
Resources Investigation and Survey, Los Angeles,
CA
Loyola-Marymount University Historic Resources
Assessment, Los Angeles, CA
NBC/Universal Building Survey, Universal City, CA
SurveyLA, Brentwood Park District, Brentwood
SurveyLA, Atchison House, San Pedro
4
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
Panorama City Historic District Determination of
Eligibility, Panorama City, CA
Paso Robles Citywide Historic Context Statement,
Historic Resource Survey, and Historic Preservation
Ordinance, Paso Robles, CA
Riverside Citywide Modernism Intensive Survey,
Riverside, CA
City of San Clemente Historic Resource Survey
Update and Historic Context Statement, San
Clemente, CA
City of San Diego, Greater North Park & Greater
Golden Hill Historic Surveys, San Diego, CA
City of San Luis Obispo Historic Context Statement,
San Luis Obispo, CA
City of Santa Monica, Ocean Park Survey Update
and Historic Context Statement, Santa Monica, CA
City of Santa Monica, North of Montana Survey
Update and Historic Context Statement, Santa
Monica, CA
City of South Pasadena Historic Resource Survey
and Historic Context Statement, South Pasadena,
CA
Temple City Historic Context Statement and
Historic Resource Survey, Temple City, CA
City of Ventura Historic Resource Survey, Ventura,
CA
City of Los Angeles, Westwood Village Historic
Survey, Los Angeles, CA City of South Pasadena residential district
City of Riverside, Modernism Survey
5
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
HRG has completed several historic resources surveys and historic context statements in the last three
years. These include:
City of Santa Monica Citywide Survey Update.
In 2016-2017, HRG was part of the survey team
for the City of Santa Monica’s Citywide Historic
Resources Survey. The firm participated in the
field reconnaissance and field documentation and
had primary responsibility for the development of
the Historic Context Statement. HRG was also
the lead consultant for the community outreach
program, which included citywide outreach
meetings, as well as individual presentations to
each neighborhood group in the city. HRG
designed and produced the content for the
project’s website and served as the social media
manager.
City of Palm Springs Citywide Historic Context
Statement and Survey Update. HRG conducted
the first citywide historic resources survey and
developed the first citywide historic context
statement for the City of Palm Springs. The
period of study included the earliest settlements
through 1969. The context statement addressed
Palm Springs’ significant architectural legacy,
important development patterns, and social and
cultural history in the city. The survey and
context were adopted by the City Council in
2018. An excerpt from the Historic Context
Statement is included in the Appendix.
City of Glendale, South Glendale Historic
Context Statement and Historic Resources
Survey. In preparation for an update to the
community plan, HRG prepared a Historic
Context Statement and updated the historic
resources survey for South Glendale. This area
of the city includes the oldest residential
neighborhoods and the original commercial and
industrial districts but has seen a lot of change
over time. The historic resources survey will
help inform future planning efforts in this
historic area of the city. An excerpt from the
final report is included in the Appendix.
City of Palm Springs, Racquet Club Estates
City of Santa Monica, South Beach Historic District
South Glendale Survey, East Doran Street Historic
District
6
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
REFERENCES
City of Los Angeles
HRG was involved in all phases of the SurveyLA effort, beginning with the early planning stages through
the completion of the final field surveys. This included conducting pilot surveys to test the field guide
methodology and proprietary technology, participating in all phases of the field surveys, and assisting in
the development of the Historic Context Statement. In addition, HRG spearheaded public outreach
efforts that included the development of a guide to public participation. In addition to SurveyLA, HRG
has worked on a wide variety of projects with the City of Los Angeles during its history and is currently
on the City’s list of approved on-call consultants.
Janet Hansen
Deputy Manager
Office of Historic Resources
City of Los Angeles
(213) 847-3651
janet.hansen@lacity.org
City of Santa Monica
In addition to the recently-completed historic resources survey, HRG has worked on a wide variety of
projects for the City of Santa Monica, including environmental review; Standards compliance; and
identifying, evaluating, potential historic resources under local, state, and national criteria. HRG is
currently on the City’s list of approved on-call consultants.
Jing Yeo, AICP
Planning Manager
Planning & Community Development
City of Santa Monica
(310) 458-8203
jing.yeo@smgov.net
Steve Mizokami
Senior Planner
Planning & Community Development
City of Santa Monica
(310) 458-8341
steve.mizokami@smgov.net
City of Glendale
HRG has worked on several survey updates for the City of Glendale, including the recently adopted
South Glendale historic context statement and historic resources survey.
Jay Platt
Senior Urban Designer
Community Development Department
City of Glendale
(818) 937-8155
jplatt@glendaleca.gov
7
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
ORGANIZATIONAL CHART
City of Azusa
Christine Lazzaretto, Managing Principal
Principal-In-Charge
Kari Fowler
Project Manager
Heather Goers
Architectural
Historian
Molly Iker-
Johnson
Associate
Architectural
Historian
Robby
Aranguren
Planning
Associate & GIS
Specialist
8
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
TEAM MEMBER RESUMES
Following are brief bios of each member of the project team, and
their respective roles in the project. All Historic Resources Group
professional staff meet or exceed the Secretary of the Interior’s
Professional Qualification Standards in Historic Architecture,
Architectural History, Historic Preservation, History and/or Historic
Preservation Planning.
Christine Lazzaretto, Managing Principal, has a Master’s Degree in Heritage Conservation
from the University of Southern California and a B.A. in Art History from Pennsylvania State
University. She has been with Historic Resources Group since 2008 and has served as Managing
Principal since 2018.
At HRG, Christine manages a wide range of historic preservation projects, including surveys and
historic context statements, environmental review, city planning efforts, historic resource
assessments, tax credit applications, and nominations for historic designation. Christine has
managed the development of context statements and/or surveys for Paso Robles, San Luis
Obispo, Pasadena, Glendale, South Pasadena, Beverly Hills, Santa Monica, Palm Springs, and
Riverside. In addition, Christine was an integral part of HRG’s team for SurveyLA, participating
in all aspects of that project. She managed the SurveyLA public outreach project and authored
the MyHistoricLA Guide to Public Participation. Christine has also authored numerous
successful National Register nominations, and she manages teams of professional colleagues on
large-scale planning efforts.
Christine serves on the Board of Trustees for the California Preservation Foundation, and she is
the founding vice-president of the Southern California chapter of DOCOMOMO, a nonprofit
organization dedicated to the documentation and conservation of modern resources. She
teaches in the University of Southern California’s summer program in Heritage Conservation.
Role in the project: Christine will serve as the Principal-in-Charge of the project. She will provide
oversight throughout the project, will participate in meetings and public hearings, and will review
draft documents.
Kari Fowler, Senior Preservation Planner, has a Master of Arts in Urban Planning from UCLA
and has been working in the field and with the firm for 16 years. At Historic Resources Group,
Kari’s responsibilities include supervising and conducting historic resources surveys, including
survey methodologies, field work, data management and analysis, historical research. She
specializes in historic context statements and generating environmental documents relating to
historic resources, including CEQA, NEPA, and Section 106 Review. Kari has evaluated and
documented historic resources at the national, state, and local levels, including the preparation
9
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
of National Historic Landmark nominations, National Register nominations and determinations
of eligibility, and local designation applications.
Kari has managed several large-scale historic resources surveys throughout California, including
in the cities of Ventura, San Clemente, Paso Robles, Temple City, Santa Monica, and San Diego.
She served as a Project Manager for SurveyLA, Los Angeles’ citywide historic resources survey,
through all phases of the project. She drafted the Multi-Family Residential Sub-Context for the
SurveyLA Historic Context Statement. Her work on historic resources surveys and historic
context statements has won awards from the Los Angeles Conservancy, the California
Preservation Foundation, and the American Planning Association.
Role in the project: Kari will serve as the project manager. She will participate in all phases of
the project, including managing the project schedule, participating in the reconnaissance survey,
overseeing the documentation, preparing the historic context statement and survey report, and
managing the community engagement component.
Heather Goers, Architectural Historian, has a Bachelor of Arts in Humanities from the
University of Chicago and a Masters in Heritage Conservation from the University of Southern
California. Prior to working at HRG, Heather had her own historic preservation consulting
practice and worked for organizations including the Los Angeles County Museum of Art, the
Los Angeles Conservancy, and the Ennis House Foundation. Heather has participated in
numerous historic resources surveys, including SurveyLA and Beverly Hills, and she assisted with
the development of historic context statements for San Luis Obispo and South Pasadena.
Heather recently completed Historic Structure Reports for the Freeman House and Barnsdall
House, both designed by Frank Lloyd Wright, and she was the primary author of a Cultural
Landscape Report for the Greene and Greene-designed Gamble House.
Role in the project: Heather will conduct research for all phases of the project, and will assist
with the fieldwork and the development of historic context statement.
Molly Iker-Johnson, Associate Architectural Historian, has a Bachelor of Arts in History and
a Bachelor of Music in Instrumental Performance from Chapman University and a Master of
Arts in Historic Preservation from the University of Delaware. Prior to joining HRG, Molly
worked as a Graduate Research Assistant for the Center for Historic Architecture and Design, a
historic preservation organization located at the University of Delaware. Her responsibilities
included assisting with a large-format photography project, aiding in the compilation of lists of
historically significant sites along Delaware’s Byways, and creating photographic databases of
historic sites along Delaware’s Byways and Newark, Delaware’s Main Street. Molly also worked
for Chapman University’s Honors Program and CBS’ Consumer Products division. At HRG,
Molly prepares historic assessments and National Register nominations. She has worked on
several historic resource surveys, including Santa Monica, Palm Springs, Glendale, and South
Pasadena; she is currently working on a historic resources inventory in the City of Goleta.
10
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
Role in the project: Molly will conduct research for all phases of the project, and will assist with
the reconnaissance and intensive-level fieldwork, and the development of historic context
statement and final report. Molly will serve as the webmaster and social media coordinator for
the project and will participate in community outreach.
Robby Aranguren, Planning Associate/GIS Specialist, has a BA in Interdisciplinary Studies
from the University of Texas, Arlington, combining classes in Architecture, Urban Planning and
Business. Prior to joining HRG, Robby interned at the City of Los Angeles Office of Historic
Resources, preparing staff reports for Historic Cultural Monuments, maintaining the Mills Act
and Historic Cultural Monument databases, taking meeting minutes for the Cultural Heritage
Commission and reformatting the Mills Act application and guide for the City’s website. At
HRG, Robby has worked on multiple surveys including SurveyLA, Palm Springs, South Pasadena
South Glendale, and the Riverside Modernism Survey, creating and managing maps and
databases, and conducting research and field work. Robby serves as HRG’s GIS specialist.
Role in the project: Robby will be responsible for data management for the project, including
creating and maintaining the project database and preparing field maps for all phases of the
project. He will participate in the reconnaissance and intensive-level survey and will assist in the
development of the final report.
Project Staff Resumes follow.
11
CHRISTINE LAZZARETTO
MANAGING PRINCIPAL
Experience Profile
Christine Lazzaretto is an Architectural Historian with 15 years of experience
in historic preservation in Southern California. Christine joined Historic
Resources Group in 2008. At HRG, Christine works on environmental review,
policy development, historic resources surveys, historic context statements, and
federal tax credit projects. She has worked on numerous large-scale historic
resources surveys, authored a wide range of historic context statements and
successful National Register nominations. Her deep understanding of CEQA
principles, significance, context and environmental impacts make her a leading
expert in cultural resources analysis for environmental review. Christine also
manages teams of professional colleagues on large-scale planning and
mitigation efforts.
Selected projects include: Citywide surveys for Beverly Hills, Los Angeles,
Modernism in Riverside; Context Statements for City of Pasadena Recent Past,
Paso Robles, San Luis Obispo, Beverly Hills, South Pasadena; City of Long
Beach Historic Preservation Element; National Register nomination for the
University of Southern California; Forum historic tax credit project; Master
Plan for University of Southern California.
Prior to joining HRG, Christine worked at Pasadena Heritage as Preservation
Director and Program Director, where her responsibilities included
administering the Preservation Easement Program; assisting with advocacy
efforts; attending local hearings and advising neighborhood groups on
preservation issues; conceiving, organizing and implementing all of the
organization’s highly successful educational tours and programs; conducting
historic research; producing written architectural descriptions and detailed
histories.
Christine Lazzaretto meets the Secretary of the Interior’s Professional
Qualifications Standards in History and Architectural History.
Selected Project Experience
City of Palm Springs Citywide Survey
City of Santa Monica Citywide Survey Update
Forum Rehabilitation and Historic Tax Credit Project, Los Angeles
Fulton Corridor & Downtown Neighborhoods Specific Plans, Fresno
Paramount Pictures Master Plan, Los Angeles
South Glendale Survey
SurveyLA, Los Angeles
University of Southern California Consulting Services, Los Angeles
HISTORIC
RESOURCES
GROUP
Years of Experience: 15
Education
Master’s Degree, Heritage
Conservation, University of
Southern California, Los Angeles,
CA, 2006
Bachelor of Arts Degree with High
Distinction, Art History, The
Pennsylvania State University,
State College, PA, Phi Beta Kappa,
1993
Lectures
California Preservation Foundation
•Topics: CEQA, Historic
Resource Surveys, Context
Statements
University of Southern California
•Lecturer, Heritage
Conservation Summer
Course
Professional Affiliations
California Preservation Foundation
•Board of Trustees, 2016-
Present
•Education Committee Co-
Chair, 2015-Present
DOCOMOMO Southern
California
•Founding & Current Vice-
President
Los Angeles Conservancy
National Trust for Historic
Preservation
Society of Architectural Historians
12
KARI MICHELE FOWLER
SENIOR PRESERVATION PLANNER
Experience Profile
Kari has been working in historic preservation planning
since interning with HRG during her studies at UCLA in 2001, and has
been working in the field and with the firm for 17 years.
At Historic Resources Group, Kari’s responsibilities include supervising and
conducting historic resources surveys, including survey methodologies,
fieldwork, data management and analysis, historical research. She specializes in
historic context statements and generating environmental documents relating
to historic resources, including CEQA, NEPA, and Section 106 Review. Kari
has evaluated and documented historic resources at the national, state, and
local levels, including the preparation of National Historic Landmark
nominations, National Register nominations and determinations of eligibility,
and local designation applications.
Kari has managed several large-scale historic resources surveys throughout
California, including in the cities of Ventura, San Clemente, Paso Robles,
Temple City, Santa Monica, and San Diego. Most notably, she served as
HRG’s Project Manager for SurveyLA, Los Angeles’ citywide historic
resources survey, from 2010 to 2018. She also drafted the Multi-Family
Residential Sub-Context for the SurveyLA Historic Context Statement. Her
work on historic resources surveys and historic context statements has won
awards from the Los Angeles Conservancy, the California Preservation
Foundation, and the American Planning Association.
Kari Michele Fowler meets the Secretary of the Interior’s
Professional Qualifications Standards in Historic Preservation Planning and
History.
Selected Project Experience
Project: SurveyLA, Los Angeles
Client: City of Los Angeles Office of Historic Resources
Dates: 2010 to 2018
HRG collaborated with City of Los Angeles to conduct a comprehensive
survey of some 880,000 parcels for Los Angeles’ first-ever citywide historic
resources survey, SurveyLA. Kari served as HRG's Project Manager
throughout the multi-year project by administrating, developing survey
methodologies, writing historic context statements, conducting field surveys
and property evaluations, managing large volumes of data, and
completing historic resources survey reports for various Community Plan
Areas throughout the city.
Years of Experience: 17
Education
Master of Arts in Urban
Planning University of
California, Los Angeles
Bachelor of Arts in English,
Magna cum Laude Latin Honors
University of California, Los
Angeles
Awards and Honors
American Planning
Association Awards
•Pasadena Historic Context
Report: Resources of the
Recent Past, 2009
•Outstanding Student, 2002
Los Angeles Conservancy
•Hollywood Bungalow Courts
Rehabilitation Tax Credit,
2010
California Preservation Foundation
•Hollywood Bungalow Courts
Rehabilitation Tax Credit, 2010
•Pasadena Historic Context
Report: Resources of the
Recent Past, 2008
National Trust for
Historic Preservation
•Local Emerging Leaders
Scholarship, 2000
Professional Affiliations
American Planning
Association, Urban Design &
Preservation Division
American Planning Association,
Los Angeles Chapter
13
HEATHER GOERS
ARCHTIECTURAL HISTORIAN
Experience Profile
Heather has been with Historic Resources Group since 2012. She holds a
Bachelor of Arts in Humanities from the University of Chicago and a Master’s
degree in Historic Preservation from the University of Southern California,
where her master’s thesis discussed the work of Buff & Hensman in relation to
the cultural landscape of the Arroyo Seco.
After completing her master’s degree, Heather managed her own historic
preservation consulting practice, where she provided guidance and research to
owners of historic properties and archival collections. She has also worked for
organizations including the Ennis House Foundation, the Los Angeles County
Museum of Art, and the Los Angeles Conservancy.
At HRG, Heather specializes in technical reports and cultural landscape reports
as well as esearch analysis for commercial, industrial, and institutional
properties containing multiple resources. She also drafts Los Angeles Historic-
Cultural Monument nominations and survey report contexts for SurveyLA.
She has developed research for a wide variety of projects, including citywide
historic context statements for Riverside, San Luis Obispo, Beverly Hills, and
South Pasadena; neighborhood context statements for Hollywood, Westwood,
Westwood Village, and Holmby Westwood; and individual properties including
the Gamble House, the Freeman House, and the Hollyhock House. Her most
recent projects include the Entertainment Industry Support Services Historic
Context Statement and the SurveyLA Entertainment Context.
Heather has guest-lectured on research methodology and cultural landscapes
for the California Preservation Foundation and at Hollywood Heritage, Cal
Poly Pomona, and the University of Southern California. She maintains
memberships with Hollywood Heritage, where she serves on the Board of
Directors; with the Los Angeles Conservancy, where she is a five-year
volunteer; and the California Garden and Landscape History Society.
Heather meets the Secretary of the Interior’s Professional Qualifications
Standards in History and Architectural History.
Selected Project Experience
SurveyLA
Entertainment Industry Support Services Historic Context Statement
Freeman House Historic Structures Report Update
Gamble House Cultural Landscape Report
Hollyhock House Supplemental Historic Structures Report
Holmby Westwood HPOZ Survey
Sunset Gower Studios Preservation Planning
Thacher School Survey & Assessment
Years of Experience: 9
Education
Master of Historic Preservation,
University of Southern
California
Bachelor of Arts, Humanities,
University of Chicago
Professional Affiliations
California Garden and
Landscape History Society,
member
California Preservation
Foundation, Guest Speaker &
Workshop Leader
Hollywood Heritage, Board of
Directors
Los Angeles Conservancy,
Member and Volunteer
14
MOLLY IKER - JOHNSON
ASSOCIATE ARCHTIECTURAL HISTORIAN/
STAFF PHOTOGRAPHER
Experience Profile
Molly Iker-Johnson joined Historic Resources Group in 2014. She holds a
Master of Arts in Historic Preservation from the University of Delaware, a
Bachelor of Arts in History and a Bachelor of Music in Instrumental
Performance from Chapman University, and a Certificate in Photography from
Glendale Community College.
At Historic Resources Group, Molly works on historic resources surveys,
historic context statements, historic resource assessments, National Register
nominations, Historic American Building Survey documentation, and
landmark photography. She has worked on several large-scale historic
resources surveys, collaborated on historic context statements, and authored
successful National Register nominations.
Prior to joining HRG, Molly worked at the Center for Historic Architecture
and Design, a historic preservation organization located at the University of
Delaware, as a Graduate Research Assistant. Her responsibilities included
assisting with large format re-photography of early 20th century glass plate
photographs taken by Delaware seed analyst Roydon Hammond, aiding in the
compilation of inventories of historically significant sites along Delaware’s
Byways, and creating photographic databases of historic sites along Delaware’s
Byways and Newark, Delaware’s Main Street.
Molly Iker-Johnson meets the Secretary of the Interior’s Professional
Qualifications Standards in History and Architectural History.
Selected Project Experience
City of Goleta Historic Preservation Program
City of Santa Monica Citywide Survey Update
City of South Pasadena Citywide Survey Update
Chapman University VPOA Packing House Adaptive Reuse
Peter Drucker House National Register Nomination
Lydia D. Killefer School National Register Nomination
Frank Thomas House National Register Nomination
Hulett C. Merritt Mansion Pasadena Landmark Nomination
Years of Experience: 5
Education
Certificate, Photography, Glendale
Community College, Glendale,
CA, 2018
Master of Arts, Historic
Preservation, University of
Delaware, Newark, DE, 2015
Bachelor of Arts, History and
Bachelor of Music in Instrumental
Performance, Chapman
University, Orange, CA, 2013
Professional Affiliations
Los Angeles Conservancy
Vernacular Architecture Forum
California Preservation
Foundation, Guest Speaker
15
Experience Profile
•
•
16
Selected Project Experience
SurveyLA, Los Angeles
Lincoln Place Apartments Historic Tax Credit, Los Angeles
Wallis Annenberg Center for Performing Arts Adaptive Reuse and
Historic Tax Credit, Beverly Hills
City of Riverside Modernism Survey
City of Palm Springs Citywide Survey
City of South Pasadena Citywide Survey Update
South Glendale Survey
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
METHODOLOGY OVERVIEW AND APPROACH
HRG understands the value of historic resources surveys as planning tools, and the importance
of establishing a clear and thorough foundation for the evaluation of potential historic resources.
HRG has worked with public agencies throughout California on the development of historic
context statements and the identification and evaluation of potential historic resources.
Understanding the story of a place, how it developed, and how the built resources help to tell
that story are critical components to successful preservation planning. It is anticipated that we
would work with City staff to obtain previous survey data, and other existing studies that would
be helpful for this project, including relevant GIS layers. In addition, we would have periodic
consultations/meetings with staff throughout the project and will prepare draft deliverables for
internal review and discussion. We understand that City staff would take the lead on community
outreach efforts, with assistance from HRG. It is anticipated that HRG would attend two
community outreach meetings as part of the project.
The project will follow guidance and standards developed by the National Park Service and the
California State Office of Historic Preservation. Guiding documents include: The Secretary of
the Interior's Standards for Preservation Planning, Identification, Evaluation and Registration;
National Register Bulletin No. 24: Guidelines for Local Surveys; National Register Bulletin No.
15: How to Apply the National Criteria for Evaluation; National Register Bulletin No. 16B: How
to Complete the National Register Multiple Property Documentation; and the California Office
of Historic Preservation's "Instruction for Recording Resources."
We are proposing an overall 9-month schedule for the project; however, additional time may
be needed to present the final project at public hearings. We understand that the City would
prefer the project to be completed by the end of 2019 or early 2020, so if a 9-month schedule
is not acceptable we can of course work with staff to revise the timeline as needed. Our
approach to the project includes allowing time for upfront research, engagement with the
community, and preliminary fieldwork to inform the development of the context statement and
the intensive-level survey. This helps streamline later phases of the project and ensures adequate
time for research and consideration of those properties and neighborhoods that truly constitute
significant historic places in the city. Throughout our engagement with the City, we will
encourage public participation to reach a broad audience and build consensus for the project.
The survey would look at all potentially significant property types, including residential,
commercial, institutional, and industrial properties, as well as significant non-structural resources.
This will provide City staff comprehensive information about potential historic resources in the
city.
The proposed period of study for the project would be c. 1887-1979. This would encompass
the establishment of Azusa, through approximately 40 years in the past. Looking at potential
resources constructed through 1979 is recommended so that the survey does not immediately
become out of date. Based on a preliminary analysis of built resources in Azusa (per Los Angeles
County Tax Assessor data), it appears that there are approximately 11,381 total parcels in the
city; of those, approximately 6,781 were constructed prior to 1979. These are estimated
17
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
numbers based on available data from the tax assessor, but this information provides a basis for
determining the overall schedule and estimated time for fieldwork for the project. A map
showing development by decade is included below.
TL: Azusa City Hall and Azusa Public Library, 1934. LL: Azusa Foothill Drive-In, 1963. R: Lindley-Scott
House. Source: Calisphere.
18
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
19
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
The primary tasks for this project would be:
Review existing survey data and other historic resources studies.
Conduct preliminary research in primary and secondary sources related to the history
and development patterns in Azusa.
Conduct a reconnaissance survey of all properties constructed prior to 1979; the
reconnaissance survey will inform development of the historic context statement and
will help establish integrity thresholds and eligibility requirements for potential resources
in the city. Potential resources will include individual properties, areas or neighborhoods
that may be eligible as historic districts, and landscape or other features that may have
historic significance.
Create a comprehensive citywide historic context statement that identifies the significant
themes that contributed to the built environment in Azusa (c. 1887-1979).
Document all properties (intensive-level survey) that meet eligibility criteria for listing in
the National Register of Historic Places, the California Register of Historical Resources,
and under the Historic Preservation Ordinance of the City of Azusa. Documentation
will be provided to the City in a database that can produce survey forms for each
property and can be linked to the City’s existing GIS data for historical properties.
Assist the City with a robust outreach program, including establishing a dedicated
webpage and mobile app for the project, and holding meetings with members of the
community, important stakeholders, and property owners.
Prepare a final report for the project that includes the objectives, methodology, historic
context, survey results, recommendations, and ancillary materials including bibliography,
maps, and other relevant materials.
A description of each task is included below, followed by a graphic schedule with key milestones.
20
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
Technical Approach
1.Meetings (throughout the project)
During the initial phase of the project, HRG recommends a kick-off meeting with City staff to
review the goals and approach to the project, confirm significant milestones in the project
schedule, and identify relevant information and documentation in the City’s files that could help
inform the project. The project schedule will include updates with City staff on a regular basis,
to ensure that the project is proceeding on schedule and that all project goals are being met.
2.Community Engagement (throughout the project)
A key component of the project is a public outreach effort. Public outreach will help to inform
the survey effort, as there are many local residents and interested stakeholders in Azusa who
can enrich the scholarship of the project with information about local history. Outreach efforts
will also serve to inform the public about the survey effort, increase communication between
the community and the City, and create support and understanding of the project. It is
understood that City staff will take the lead on community engagement, with assistant and an
outreach plan developed by the consultant. The project team recommends a series of outreach
meetings starting at the outset of the project, with follow-up group or individual meetings as
needed as the project progresses. As part of the community outreach program, the project team
may include informal interviews with long-time residents, stakeholders in the community, or
people with a knowledge of a particular facet of history to inform the development of the
context statement and identify important resources for the survey. Pending consultation with
City staff, it may also be advisable to hold an outreach meeting specifically for property owners
whose properties have been identified as potentially eligible, in order to create transparency
about the process and answer questions about the implications of being included in the survey.
It is understood that the project will also be reviewed by the Cultural and Historic Preservation
Commission and the City Council.
Community outreach will include a dedicated project webpage housed on the City’s website,
and potentially a mobile app, which HRG will create and maintain throughout the project. The
website will serve as the all-access venue as required in the RFP. We also propose utilizing social
media, which has been a successful way to maintain community engagement on past projects.
Pending approval from City staff, we propose that website include important information about
the project; frequently asked questions about what a survey is, and what it means to own a
potential historic resource; community meeting dates; public drafts of the historic context
statement and survey findings; and a component to solicit input and feedback from the
community.
21
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
3.Pre-Field Research (Months 1-2)
Following the project kick-off, HRG staff will review the existing historic resources survey and
other relevant studies and conduct preliminary research in primary and secondary sources
related to the development of the built environment in Azusa. This includes contemporary news
articles and periodicals, aerial and historic photographs, Sanborn Fire Insurance Maps, tract maps,
building permits, local histories, and research in local repositories including the Azusa Public
Library and the Azusa Historical Society. This preliminary phase is critical to the process and will
enable the team to have a broad understanding of the history of Azusa that will lay the
groundwork for the rest of the project. It will provide the necessary background information to
begin engagement with the community, to conduct the reconnaissance survey, and for the
development of the relevant themes in the historic context statement.
During this phase, the team will generate maps for use in the field and prepare the project
database. The maps will identify periods of development; properties that have already been
identified or designated; tract or subdivision boundaries, where relevant; and other information
as needed for research and analysis. These maps will help identify development patterns in the
city and will be used during the reconnaissance survey.
4.Reconnaissance Survey and Post-Field Research (Months 3-4)
The reconnaissance survey is a detailed, street-by-street preliminary study, which includes a
systematic inspection of each neighborhood, street, and individual property in the city. The
reconnaissance survey is informed by pre-field research, review of existing survey data, and input
from the community. During this phase, decisions will be made about overall methodology and
integrity thresholds for each resource type; which properties and districts are to be documented
based on visual observation and information gathered during the pre-field research phase; and
potential contexts and themes to evaluate each property. The information gathered about
potentially significant properties during field reconnaissance will be compiled into property lists
and field maps for review by city staff and discussion with the community, and to guide the
survey teams during the intensive-level documentation phase. Following the reconnaissance
survey, additional property and neighborhood specific research will be conducted to confirm
assumptions made in the field, document potential alterations, and identify important
associations for potentially eligible properties.
This methodology capitalizes on the collective expertise of the project team, ensures a more
thoughtful approach to resource identification and evaluation, and produces more consistent
survey results. It substantially streamlines the field documentation process, enabling the field
survey teams to document large numbers of properties quickly and efficiently.
5.Historic Context Statement (Months 4-6)
The historic context statement will be an accumulation of existing information and historical
narratives about the city, combined with new research and scholarship to provide a single,
22
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
comprehensive document that addresses the city’s development history of the built
environment, including significant periods of development, relevant themes for identifying and
evaluating potentially eligible properties, important property types, and important people in the
development of the city.
The context will include a narrative overview that summarizes early periods of development
(pre-1887) as needed to provide the framework for the discussion of the development of Azusa.
For the period of study (c. 1887-1979), the context will include a history of the significant
events, people, trends, and development patterns that helped shape the built environment in
the city. It will include specific eligibility standards and integrity thresholds for evaluating
properties in Azusa that have potential historic significance under each of the themes.
Deliverables will include a draft outline, for review and discussion. The first draft of the context
statement will include the historical overview, narrative history, and potential themes for review
by City staff (and other stakeholders are determined by the City). The second draft will finalize
each of the themes, and include the property types, and eligibility standards for each. The final
version of the context statement will be included as part of the final report at the conclusion of
the project. The project schedule will allow for review and feedback from the City for each
phase and will include key engagement points for the community.
6.Intensive-Level Survey (Months 6-7)
Based on information compiled during all previous phases of the project, HRG will complete an
intensive-level survey that documents potentially eligible individual properties and historic
districts in the city. This will be informed by previous evaluations, input about potentially
significant properties from the community, development patterns in the city, and the preliminary
findings of the reconnaissance survey. Properties will be documented in a customized, open
source database, which will include all the relevant fields for creating survey forms for each
property/district.
Documentation will consist of the following:
Digital photograph of each property
Assessor’s Parcel Number (APN)
Address
Year built
Property type
Architectural style
Identification of architectural features and alterations
Integrity analysis
Architect or builder (where relevant/available)
California Historical Resource Status Code
Identification of the relevant theme
Significance statement
23
PROPOSAL
City of Azusa
HISTORIC RESOURCES GROUP
Field data will be gathered using Tablet PCs, allowing surveyors to collect building information
that is simultaneously incorporated into the database. Baseline information about each property
(parcel number, address, year built) will be pre-loaded using Los Angeles County Tax Assessor
data or City GIS data. All field work will be conducted from the public right-of-way.
The final survey data can be exported to Microsoft Excel for ease in review and analysis.
Additional information can also be linked to the GIS data for historical properties prepared by
the City (https://azusagis.maps.arcgis.com/apps/StoryMapBasic/) so that all relevant information
is easily accessible by property owners and the public.
For the survey forms, in lieu of State of California DPR forms, the project team proposes data
forms for each property/district that can be auto generated from the database in order to
streamline the process. These forms will include all of the relevant data required by DPR forms.
Bullet-point architectural descriptions are recommended, in order to save time and budget, and
to create a clear record of the important historic features that should be considered when
reviewing a proposed project or nomination for an individual property. The significance
statement for each property will reference the relevant theme in the historic context statement.
7.Final Report and Public Hearings (Months 8-9)
The project team will create a final report that will compile all the relevant information about
the project. The report will include: Project Objectives; Maps and Written Descriptions of the
Areas Surveyed; Research Design and Methodology; Historic Context Statement; survey results;
suggested recommendations and next steps; complete list of source materials; and maps.
EXCEPTIONS/DEVIATIONS
HRG proposes one potential deviation from the scope of work as outlined in the RFP; however,
we are, of course, willing to work with City staff to finalize a scope of work that will work best
for your needs.
1.The California Office of Historic Preservation (OHP) is in the process of updating the survey
forms (DPR forms), and we have worked on historic resources surveys in many cities that
forego the preparation of forms or utilize modified versions of a data form. Our fee proposal
includes the preparation of a data form for each property that could be auto-generated from
the database, with bullet-point architectural descriptions and significance statements based
on the relevant theme in the historic context statement.
24
PROJECT SCHEDULEMONTH12345 678 9Task 1: Meetings1.1 Internal meetings with staffKick-offProgress UpdateProgress UpdateProgress Update1.2 Public Hearings (Cultural and Historic Preservation Commission and City CouncilTBDTBDTask 2: Community Engagement2.1 Develop project webpage/mobile app (develop in Month 1; updates as needed throughout the project)2.2 Community outreach meetingsOutreach MeetingOutreach Meeting Outreach MeetingTask 3: Pre-Field Research 3.1 Compile and review existing studies3.2 Conduct primary and secondary source research3.3 Generate field maps3.4 Prepare databaseTask 4: Reconnaissance Survey & Post-Field Research4.1 Fieldwork4.2 Post-field research Task 5: Historic Context Statement5.1 Conduct additional research, as needed, to develop the narrative overview and identify potential themes5.2 Deliverable #1: Draft Context Outline and Draft Property ListDeliverable #15.3 Deliverable #2: 50% Draft Historic Context StatementDeliverable #25.4 Deliverable #3: 100% Draft Context Statement (including property types and eligibility standards)Deliverable #3Task 6: Intensive-Level Survey6.1 Fieldwork6.2 Follow-up research, as needed, to make formal recommendations of eligibility for listing at the federal, state, and local levels6.3 Deliverable #4: Draft survey findings (property list and map) for review and discussion prior to preparation of the survey formsDeliverable #46.4 Finalize database and prepare draft survey formsTask 7: Final Report7.1 Deliverable #5: 50% Draft Final Report for review (includes survey report and revised historic context statement, based on feedback on draft deliverables)Deliverable #57.2 Deliverable #6: 100% Draft Final Report for review (including survey forms)Deliverable #6City of AzusaHISTORIC RESOURCES GROUP25
Cost Proposal
Total
CL KF HG MIJ/RA
Hourly Rates $225 $150 $100 $75
1.0 Meetings
1.1 Internal meetings with staff 2 8 1,650$
1.2 Public Hearings (anticipates two hearings + preparation of materials)10 4 1,800$
Subtotal Task 1 3,450$
2.0 Community Engagement
2.1 Community outreach meetings (anticipates consultant attendance at
2 meetings + outreach to individual stakeholders as needed)20 20 4,500$
Subtotal Task 2 4,500$
3.0 Pre-Field Research
3.1 Compile existing studies 6 450$
3.2 Conduct preliminary primary and secondary source research 20 30 4,250$
3.3 Generate field maps 8 600$
3.4 Prepare database 12 900$
Subtotal Task 3 6,200$
4.0 Reconnaisance Survey & Post-Field Research
4.1 Fieldwork 40 40 9,000$
4.2 Post-Field, Property-Specific Research 20 20 3,500$
Subtotal Task 4 12,500$
5.0 Historic Context Statement
5.1 Research 40 40 7,000$
5.2 Deliverable #1: Draft outline and property list 2 16 8 16 4,850$
5.3 Deliverable #2: 50% Draft 8 20 40 40 11,800$
5.4 Deliverable #3: 100% Draft 8 16 24 24 8,400$
Subtotal Task 5 32,050$
6.0 Intensive-Level Survey
6.1 Fieldwork - Documentation of all individual properties and districts
identified as potentially eligible.64 4,800$
6.2 Follow-up research 20 1,500$
6.3 Deliverable #4: Draft survey findings 20 40 6,000$
6.4 Finalize database and generate survey forms 24 48 7,200$
Subtotal Task 6 19,500$
7.0 Final Report
7.1 Deliverable #5: 50% Draft 4 24 32 6,900$
7.2 Deliverable #6: 100% Draft 4 16 20 4,800$
Subtotal Task 7 11,700$
TOTAL 89,900$
HRG
Historic Resources Group
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