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Home My WebLink AboutItem No. 08 - Professional Services Agreement with Environmental Science Associates (ESA)8)Professional Services Agreement with Environmental Science Associates (ESA) for Historic Resources Inventory Update Approve and authorize the City Manager to execute an agreement with Environmental Science Associates in an amount not to exceed $116,066 to conduct a citywide historic resources survey in such final form as approved by the City Attorney. Page 1 of 3 REPORT TO CITY COUNCIL To:Honorable Mayor and Members of the City Council From:Jason Simpson, City Manager Prepared by:Damaris Abraham, Community Development Director Date:October 22, 2024 Subject:Professional Services Agreement with Environmental Science Associates (ESA) for Historic Resources Inventory Update Recommendation Approve and authorize the City Manager to execute an agreement with Environmental Science Associates in an amount not to exceed $116,066 to conduct a citywide historic resources survey in such final form as approved by the City Attorney. Background The current historic resource inventories for the City were completed in 1983 and 1991, and due to a lack of subsequent updating, the information contained in those surveys is significantly outdated. In January 2019, the City Council adopted a Historic Preservation Ordinance in order to fulfill the City’s responsibilities regarding historic resources under applicable State and federal preservation laws. A comprehensively updated citywide Historic Resources Inventory (HRI) would implement Section 15.78.060 of the City’s Historic Preservation Ordinance (Lake Elsinore Municipal Code Chapter 15.78). The updated HRI and associated comprehensive report would assist in supporting the City’s preservation goals, including streamlining the application processes for redevelopment, alterations, and demolition, benefiting City staff, property owners, and project applicants. City staff met with the Lake Elsinore Historical Society, which helped in the selection of Environmental Science Associates. They are supportive of the City’s efforts to complete this important step, and staff will continue to keep the Lake Elsinore Historical Society involved as the work product is developed. ESA Agreement – Historic Resources Inventory Page 2 of 3 1 5 0 0 Discussion On November 15, 2023, the City posted on Planetbids a Request for Proposal (RFP) inviting proposals from qualified consulting firms to update the City’s HRI. Five proposals were submitted on or before the due date of December 28, 2023. All proposals were reviewed and satisfied the City’s requirements as specified in the RFP. Review of the RFP centered on the quality and thoroughness of the proposal, qualifications and experience of staff, cost, and references. Based upon this review, staff has recommended ESA. The basis of the recommendation of this firm includes the following: •Expertise in historic resource investigations, •Experience in completing numerous large-scale, intensive-level surveys, •Provided the most cost-effective approach, and •The proposal was the most responsive and provided an appropriate delivery of service. ESA will conduct and prepare a citywide HRI to update the inventories previously completed in 1983 and 1991. This project would accomplish the following primary goals: •Evaluate the current status of those structures located within the boundaries of the City of Lake Elsinore that are described in the Historic Resources Inventory completed by the County of Riverside in 1983 and those structures described in the Survey of Historic Structures and Sites completed by the Elsinore Valley Community Development Corporation in 1991, •Determine if the previously surveyed structures retain enough historic integrity to remain eligible for listing. Identify structures, if any, that are no longer eligible for local listing due to alterations or demolition or lack of historic integrity, •Identify which structures remain eligible despite alterations, •Conduct a citywide survey of structures that are more than 50 years old and were not previously included in a previous HRI, •Identify those structures, if any, which are eligible for listing for the National Register of Historic Places, the California Register of Historical Resources, California Points of Historic Interest, Riverside County Historical Landmark and/or Local Historic Landmark, and •Analyze whether there are any geographic or thematic groupings of properties that would comprise a potential historic district and map the appropriate district boundary. Fiscal Impact The cost for these services will be paid from funds allocated in the Community Development Department budget. ESA Agreement – Historic Resources Inventory Page 3 of 3 1 5 0 0 Attachments Attachment 1 – Professional Services Agreement with ESA Exhibit A – ESA’s Proposal Community Development Page 1 AGREEMENT FOR PROFESSIONAL SERVICES Environmental Science Associates Historic Resources Inventory This Agreement for Professional Services (the “Agreement”) is made and entered into as of October 22, 2024, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Environmental Science Associates, a California Corporation ("Consultant"). RECITALS A. The City has determined that it requires the following professional services: Historic resources inventory update and associated historic context statement. B. Consultant has submitted to City a proposal, dated January 11, 2024, attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement. C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein. D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). Notwithstanding the foregoing, Consultant shall not be responsible for delays or damages due to causes beyond Consultant's reasonable control. b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager. Page 2 3 8 0 6 8 c. Term. The term of this Agreement shall commence upon execution of this Agreement and shall continue until the services and related work are completed in accordance with the Consultant’s Proposal (Exhibit A). 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultants’ Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant’s compensation exceed one hundred sixteen thousand and sixty-six dollars ($116,066) without additional written authorization from the City. Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff. 5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker. 6. Suspension or Termination. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein. Page 3 3 8 0 6 8 7. Plans, Studies, Documents. a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party; provided, however, modification of any work product by the City, or use of the work product for any purpose not specifically intended by this Agreement, shall be at City’s sole risk and the City agrees to release, defend, indemnify and hold harmless Consultant and its subconsultants for, from and against any and all liability, claims damages, losses, actions, or expenses related to or arising out of such use or modification. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third-party requests of Consultant shall be immediately referred to City, without any other actions by Consultant. b. Licensing of Intellectual Property. This Agreement creates a nonexclusive 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"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive 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 provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. 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 relating to project for which Consultant’s services are rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 8. Consultant’s Books and Records. a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) Page 4 3 8 0 6 8 years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement. b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest. 9. Independent Contractor. a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. Page 5 3 8 0 6 8 11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant’s services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) 12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field providing similar services under similar circumstances. 13. Compliance with Laws. a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members. b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license. 14. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license. 15. Indemnity. Consultant shall indemnify, defend (except for professional liability claims), and hold harmless the City and its officials, officers, employees, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, by the willful misconduct or Page 6 3 8 0 6 8 negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend (except for professional liability claims) as set forth in Section 2778 of the California Civil Code. Irrespective of any language to the contrary in this Agreement, Consultant has no duty to provide or to pay for an up- front defense against unproven claims or allegations arising out of the performance of professional services by Consultant, but Consultant shall reimburse those reasonable attorney’s fees incurred by the City to the extent caused by the negligence, recklessness, or willful misconduct of Consultant or its employees, agents or subcontractors. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. 16. Insurance Requirements. a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies. i. Workers’ Compensation Coverage. Consultant shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 Page 7 3 8 0 6 8 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage. iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language: i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation and Professional Liability, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers. Page 8 3 8 0 6 8 vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. 17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 With a copy to: City of Lake Elsinore Attn: City Clerk 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: Environmental Science Associates Attn: Shannon Papin 420 Exchange, Ste. 260 Irvine, CA 92602 18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. Page 9 3 8 0 6 8 20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees. 21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 22. 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. 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. 23. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, 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. 24. 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. Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement. 25. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. Page 10 3 8 0 6 8 26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 27. 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 to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement. 28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal. 30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. [Signatures on next page] Page 11 3 8 0 6 8 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above. “CITY” CITY OF LAKE ELSINORE, a municipal corporation City Manager ATTEST: City Clerk APPROVED AS TO FORM: City Attorney Assistant City Manager “CONSULTANT” Environmental Science Associates, a California Corporation By: Shannon Papin Its: Project Manager Attachments: Exhibit A – Consultant’s Proposal Exhibit B – List of Subcontractors EXHIBIT A EXHIBIT A CONSULTANT’S PROPOSAL [ATTACHED] EXHIBIT B EXHIBIT B LIST OF SUBCONTRACTORS [ATTACHED] City of Lake Elsinore Historic Resources Inventory Update Technical Proposal Environmental Science Associates January 11, 2024 esassoc.com 420 Exchange, Suite 260 Irvine, CA 92602 949.753-7001 phone 949.753-7002 fax esassoc.com January 11, 2024 City of Lake Elsinore Community Development Department 130 South Main Street Lake Elsinore, California 92530 RE: PROFESSIONAL SERVICES FOR A HISTORIC RESOURCES INVENTORY UPDATE AND AN ASSOCIATED HISTORIC CONTEXT STATEMENT To Whom It May Concern: Environmental Science Associates (ESA) appreciates the opportunity to submit this proposal to prepare a historic con- text statement and to conduct a citywide survey of historical resources for the City of Lake Elsinore. We understand the City wishes to update previous historic resource inventories completed in 1983 and 1991, and to identify any buildings or structures potentially eligible for listing on the National Register of Historic Places, on the California Register of Histori-cal Resources, and as California Points of Historic Interest, Riverside County Historical Landmarks, and Local Historic Landmarks. The updated historical resources inventory and associated comprehensive report would assist in supporting the City’s preservation goals, including streamlining the application processes for redevelopment, alterations, and dem-olition, benefiting both City staff and property owners and project applicants. ESA has provided specialized environmental consulting services for more than 50 years. ESA’s expertise in historic re-source investigations and numerous large-scale, intensive-level surveys throughout the greater Los Angeles Metropolitan area) makes us well suited to efficiently and successfully meet the City’s needs for this important project. ESA recently completed a reconnaissance-level survey of the West San Gabriel Valley and associated historic contexts for eight com-munities in unincorporated Los Angeles County. Additionally, prior to her tenure at ESA, Project Manager Shannon L. Papin successfully managed five large-scale countywide historic surveys in South Dakota, where every structure within the county over the age of 50 years was evaluated for historic significance and potential eligibility for state and national registers. Ms. Papin and ESA have a proven track record of completing complex projects and high- quality work products on time and on budget. ESA looks forward to working with the City of Lake Elsinore to comprehensively update its historic inventory and historic context statement to document the unique patterns of development that contribute to its rich history. Please contact Project Manager Shannon L. Papin at (505) 231.0285 or spapin@esassoc.com with your questions or comments regard- ing our proposal. Thank you for your time and consideration. Sincerely, Shannon L. Papin Project Manager Ruta Thomas, Vice President, Southern California Regional Director 4 Environmental Science Associates esassoc.com Table of Contents SECTION 1 Firm History, Organization, and Culture��5 SECTION 2 Team��7 SECTION 3 Project Understanding and Approach��9 SECTION 4 Relevant Project Experience �� 14 SECTION 5 Schedule��17 SECTION 6 Costs ��18 SECTION 7 Exceptions to RFP��18 SECTION 8 Insurances and Licenses��18 ATTACHMENTS Attachment A: Resumes Attachment B: Costs Attachment C: Sample Insurance and Licenses Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Firm Histor y,Organization, andCulture 1969 100% 700+ESA is an environmental consulting and community planning firm that helps public and private sector clients understand, address, and solve environmental issues; develop urban planning strategies; and make policy decisions. Since 1969, ESA has guided integrated decision-making, developing innovative and workable solutions that inform projects based on science, policy, and planning. We are a 100 percent employee-owned, California-based S-corporation with offices across the West Coast and the Southeast. We have more than 700 in-house environmental specialists and community planners, which allows us to achieve truly integrated solutions in preparing environmental documentation for compliance with the California Environmental Quality Act (CEQA). FOUNDED EMPLOYEE-STAFFOWNED CHIEF EXECUTIVE OFFICER Leslie Moulton-Post With a vested interest in the success of our firm, you will find that our employees are highly dedicated and collaborative, always seeking to find the best outcomes to benefit our clients. ESA staff is fully integrated between offices; as a result, we can easily assemble teams with a broad variety of specialists to meet the unique needs of individual projects. CHIEF FINANCIAL CHIEF OPERATINGOFFICEROFFICER Albert Cuisinot Eric Haase REGIONAL DIRECTORS (4) As employee-owners, our commitment to diversity and inclusion is a meaningful and central part of who we are as a company, and it is one of the core pillars of our current five- year strategic plan. BUSINESS GROUP DIRECTORS (18) PRACTITIONERS/SUBJECT MATTER EXPERTS (675+) Historic Resources "I am energized by ESA’s commitment to justice, equity, diversity, and inclusion. It is core to our firm’s mission, vision, and values, and foundational to our purpose of using our professional skills to have a positive impact in making our world more equitable, sustainable, and resilient." Qualifications Our Southern California Architectural History Team has prepared numerous historic contexts, historic resource evaluations, historic resource surveys, mitigation solutions such as Historic American Buildings Surveys and interpretive materials, environmental impact report sections, and other related cultural resource studies for a wide array of projects in Southern California. We work closely with clients and regulators during initial planning and environmental review stages of proposed projects to proactively design — Leslie Moulton-Post, CEO (on the importance of JEDI principles as a part of ESA's culture) 5 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com practical solutions that address their cultural resource and built environment challenges. With decades of experience evaluating potential sites for historic eligibility and managing the preservation and treatment of historical resources, we distinguish ourselves by preparing efficient and effective documentation in conformance with local municipal codes and preservation ordinances, California Public Resources Code and state preservation guidelines, CEQA requirements, the Secretary of the Interior’s Standards, and Section 106 of the National Historic Preservation Act. Within the field of historic preservation and architectural history, ESA offers experts who are highly qualified in the technical analysis of cultural and historic resources. All of our architectural history staff meet and exceed the Secretary of the Interior’s Professional Qualifications Standards (36 CFR Part 61) for History, Architectural History, and/or Historic Architecture. Our team has extensive experience inventorying and evaluating historic-age buildings and structures for eligibility for listing in the National Register of Historic Places, California Register of Historical Resources, and local historic resource registers across the state. For this contract, ESA has selected the most qualified staff to assist the City of Lake Elsinore in accomplishing its goals. 6 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Team ESA’s dedicated and passionate team of historic resources enthusiasts is committed to the invaluable task of preserving historic and cultural resources. Through exhaustive research, field surveys, and collaborative efforts, we aim to breathe new life into historical records, ensuring they accurately reflect the unique stories and significance of each site. With an unwavering dedication to accuracy and cultural sensitivity, our historic resources team stands at the forefront of safeguarding the City’s legacy for future generations. Together, we embark on the noble mission of not only preserving the city’s history but also making it accessible and meaningful to all who seek to connect with the roots of the community it represents. Shannon Papin, project manager, will be the single point of contact serving as a liaison between the City and the project team and responsible for the day-to-day management of the project. She will be supported by Antonette Hrycyk, deputy project manager, who will work closely with the project manager to coordinate with the in-house team and ensure the seamless integration of project research and field data into the overall documentation. Both Shannon and Antonette will have the expertise of Margarita Bray-Jerabek, strategic advisor, who will be responsible for providing strategic insight and technical advice on an as-needed basis. Additionally, Architectural Historian Valerie Smith will assist with coordination of survey information and Department of Parks and Recreation (DPR) forms. Biographies for key staff are provided below and resumes for the entire team can be found in Attachment A. Organizational Chart PROJECT MANAGER TECHNICAL ADVISOR Shannon Papin Margarita Jerabek-Bray, PHD DEPUTY PROJECT MANAGER Antonette Hrycyk TECHNICAL TEAM Historic Documentation Shannon Papin Antonette Hrycyk Valerie Smith Surveyors Antonette Hrycyk Valerie Smith GIS / Technology Jason Nielsen Alison Garcia-Kellar bold text = Technical Lead 7 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com SHANNON L. PAPIN, Project Manager / Historic Documentation Technical Lead Shannon Papin will serve as the project manager and the primary contact working directly with the City of Lake Elsinore. Ms. Papin is a senior architectural historian and cultural resources specialist with over 25 years of professional experience in architectural history; cultural resources management; and historic preservation planning, policy, and economics. At ESA, she serves as our historic services manager. She has authored numerous historic resources assessments, State and National Register nominations, historic structure reports, CEQA impacts analyses, feasibility studies, Los Angeles Historic-Cultural Monuments nominations, and Historic American Buildings Survey and Historic American Engineering Record reports. She has extensive experience with survey and associated historic contexts, including multiple countywide surveys for the State of South Dakota State Historic Preservation Office. Her most recent project was a survey and context of the West San Gabriel Valley, done at the behest of Los Angeles County. She has worked with multiple municipalities throughout Southern California, including Pasadena, Los Angeles, Beverly Hills, Santa Monica, West Hollywood, Long Beach, Culver City, Glendale, Alhambra, Altadena, San Gabriel, Santa Ana, Lancaster, Agoura Hills, and Avalon. Shannon will serve as the project manager and the City’s point of contact and will be responsible for day-to-day coordination, management of survey work, overseeing research, and management and completion of all deliverables. ANTONETTE HRYCYK, M.S. | Deputy Project Manager / Surveyor Technical Lead / Survey Technical Lead Antonette is an architectural historian with 11 years of experience in historical research, museum collections, exhibit design, and educational outreach. Her work in historical and cultural heritage in California has included authoring and conducting research for the development of historic resource assessments, National and California Register nominations, visitor studies of museums, and interpretive public history sites. Prior to her work with ESA, Antonette worked in both formal and informal education for K-12 Schools, natural history museums, zoos and environmental education organizations, and historical societies and museums. Antonette applies her understanding of urban development and historic research to inform historic resource evaluations and assessments in Southern California, with a focus on the greater Los Angeles area and San Diego Her day-to-day responsibilities include site visits and documentation, historical research, report writing, and preparation of DPR forms. Antonette will conduct archival research, surveys, and report preparation for City task orders. Her most recent project was assisting Ms. Papin with the San Gabriel Valley Area Plan, which included a reconnaissance-level survey and associated historic context. MARGARITA JER ABEK-BR AY, PHD, Technical Advisor Margarita has 35 years of professional experience as an architectural historian in historic resources management and preservation, including 17 years of experience as ESA’s director of historic resources. She has managed ESA’s on-call historic preservation contracts for Santa Monica, Los Angeles, West Hollywood, South Pasadena, Long Beach, Laguna Beach, Hermosa Beach, and the Los Angeles Unified School District, as well as an on-call cultural resources services contract for the San Bernardino Department of Public Works. She has managed numerous task orders under on-call contracts for the City of Los Angeles Recreation and Parks Department, City of Los Angeles Bureau of Engineering, Los Angeles County Department of Public Works, Long Beach Unified School District, San Diego County Recreation and Parks, San Diego Department of Public Works, San Diego Unified School District, and Port of San Diego. She is an expert in preservation planning and preservation law, an accomplished regulatory practitioner, and has served for many years as a trusted consultant for municipal and county agencies. A highly accomplished technical practitioner, she is well versed in National Park Service requirements and the Secretary of the Interior’s Standards and Guidelines, California’s historical resources statutes and policies, and local ordinances and planning requirements. Margarita will provide strategic guidance on complex historic preservation issues, as needed. 8 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Project Understanding andApproach Project Understanding Located in the heart of Southern California, Lake Elsinore is not merely a geographic location but also a repository of stories. The City of Lake Elsinore seeks a consultant to develop a Comprehensive Historic Resource Inventory and Historic Context Statement (Comprehensive Report) to record and preserve these stories and to provide a framework to assist in future evaluations of the built environment within the City. The final Comprehensive Report will assist City staff with future CEQA compliance, General Plan updates, and downtown revitalization efforts, among other benefits. Our architectural historians seek to capture not only tangible touchstones of the past but also the intangible essence that defines each community� Two previous surveys provide guidance on existing historic resources. In 1983, the City of Lake Elsinore commissioned a historic resources inventory, resulting in survey information for approximately 266 buildings, structures, and trees, some addresses with multiple buildings and structures. In 1991, the Elsinore Valley Community Development Corporation produced a survey of historical structures and sites, which contained 199 buildings. There are 160 buildings which appear on both surveys; therefore there are a total of 305 buildings, structures, and objects which have previously been identified as historic within Lake Elsinore and its sphere of influence. These surveys are a testament to the City’s efforts to recognize and preserve its heritage. However, over 30 years have passed since these surveys were completed, during which time the City of Lake Elsinore and the surrounding area has seen a massive wave of development and new residents. ESA is excited about the opportunity to assist the City in its commitment to preserve Lake Elsinore’s unique heritage and to ensure that its legacy continues to inspire and resonate with future generations of residents through the development of a Comprehensive Historic Resources Inventory and Historic Context Statement. According to the RFP, 878 parcels over the age threshold of 50 years will need to be surveyed. ESA’s own data, obtained from the Riverside County Open GIS Data Source, indicates that if the threshold is updated to 45 years to comply with guidance provided by the State Office of Historic Preservation’s Instructions for Recording Historical Resources (March 1995), approximately 1,400 parcels will need to be surveyed. Because the City of Lake Elsinore desires this Comprehensive Historic Context Statement and Historic Resource Inventory to assist with the requirements of CEQA, 9 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com ESA authored this proposal under the assumption that the 45-year age threshold will be the most economical and strategic choice for the City of Lake Elsinore. The 45-year age threshold meets CEQA requirements and will give the City time to adopt the Comprehensive Report and integrate its findings into the planning process. Therefore, ESA assumes that a total of approximately 1,700 parcels will be surveyed within the limits of the City of Lake Elsinore and its sphere of influence (Study Area) in order to complete the Comprehensive Report as desired by the City� Project Approach Task 1: Project Initiation ESA will review relevant plans and policies and compile a list of data requests from the Historic and GIS teams. Copies of relevant files, reports, forms, base maps, and databases will be requested and obtained as available. ESA will work with City staff to compile and confirm a list with updated and accurate contact information for all parties involved with the project, including stakeholders who have expressed an interest in providing research materials or feedback at critical points throughout the project. The project team will meet with the City staff to finalize the scope of work, schedule, and data needs. Assumpꢀons: Î Communications will be conducted via email and Microsoft Teams/Zoom. Î The City will provide access to all previous surveys, contexts, and general plans to assist ESA in their research. Î The City will provide updated boundaries of the City Limits and the “sphere of influence” along with assessor parcel information, including date of construction, to ESA’s GIS team. Task 2: Kick-Off Meeting This phase is essential to establish a clear foundation of understanding of the project as well as established communication protocols that will be used throughout. ESA will meet virtually with City staff and two members of the Lake Elsinore Historical Society. Topics of this meeting will include confirmation of project goals, opportunities, and constraints; organization of background materials and baseline data; clarification of the work plan and schedule; establishment of project management roles and responsibilities; and establishment of data management and communication protocols. Deliverable: Î Summary memo of kick-off meeting (communication protocol, finalized scope of work, project schedule). Assumpꢀons: Î The City will be responsible for scheduling the kick-off meeting with all appropriate parties� Î Any community outreach will be conducted by the City of Lake Elsinore 10 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Task 3: Initial Research ESA will review the existing historical resources data and associated surveys, reports, studies, plans, publications, mapping, and property data. Documents such as the 2011 Lake Elsinore General Plan, its appendices, the 16 district plans that have been published since, and the 1983 Riverside County Historic Survey and the 1991 Survey of Historic Structures and Sites will provide a starting point for this effort. ESA will also review the Built Environment Resources Directory maintained by the California Office of Historic Preservation to ensure that all previously evaluated or identified resources are addressed. Other research on the history of the City and its sphere of influence will include a review of published books and pamphlets, parcel maps, zoning maps, historical maps, Sanborn maps, aerial photography, and any archives at the Lake Elsinore Historical Society. ESA will also review pertinent information from our in-house library. With these resources, ESA will develop a draft outline for the Historic Context to guide more focused research and writing as the project progresses. Deliverable: Î Draft Historic Context Outline. Assumpꢀons: Î ESA will not respond to comments on the draft Historic Context outline from the City but will incorporate any comments and suggestions into the Draft Historic Context Statement draft (Task 4). Task 4: Historic Context Statement In addition to prior study and evaluation review, ESA will leverage its knowledge of the geography and history of the area to organize existing contextual information and identify gaps in the historical narrative. A combination of outreach, consultation with the City and community, research, and field data collection will provide a solid foundation for the Historic Context Statement to cover all aspects of the history, land use patterns, and societal and cultural influences that have significantly shaped the development of Lake Elsinore. The resulting Historic Context Statement will identify a period of significance and registration requirements for each identified theme. This will serve as the basis for evaluating the significance of the properties within the study area under Task 7. Deliverable: Î Draft Historic Context Statement. Assumpꢀons: Î The Historic Context Statement (Task 4) and fieldwork (Task 5) will be performed at the same time; information from the fieldwork and survey is likely to inform the final Historic Context Statement. Î If there are no architectural resources identified under a specific historical theme, no registration requirements will be developed. A general history of each theme will be developed; however, it will not be as in-depth as themes for which there are extant historic resources� 11 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Task 5: Fieldwork For this project, ESA proposes that the field survey be split into two phases. The first would occur during the initial research phase (Task 3) and would concentrate on establishing the existing conditions of properties that have been previously documented. This survey would document the integrity of all these buildings, confirm the boundaries of the City of Lake Elsinore Downtown Historic National Register District, and confirm if any of the structures have been demolished since the publication of the 1983 Riverside County Historic Survey and the 1991 Survey of Historic Structures and Sites. ESA will prepare an existing conditions memorandum for the City that will include updated survey information and status codes for all previously surveyed resources, and likely boundaries of the previous Lake Elsinore Downtown Historic National Register District. The second phase would be a reconnaissance survey of all of the historic-age buildings and structures (45 years old or greater) within the project area. This survey will be conducted from public rights-of-way to record/confirm property data through photography and field notes. Prior to beginning both phases of fieldwork, ESA’s GIS team will develop a map of the survey area on the iPad application FieldMaps in addition to pre-populating an Excel database to assist in the survey. This survey database will, at a minimum, include the property type, location (APN and address), and date of construction. ESA anticipates that approximately 1,700 parcels will be surveyed, resulting in 250–300 potentially eligible resources. At all times, ESA surveyors in the field will carry a letter from the City explaining the nature of the project, should any local residents have questions or concerns about survey personnel taking photos of potential resources� Deliverables: Î Existing conditions memorandum. Î Survey database (Excel). Assumptions: Î All buildings and structures will be surveyed from the public right-of-way. If they are not publicly accessible, buildings and structures will not be surveyed, and it will be indicated in the survey database. Î If there are significant properties that the City wishes to have surveyed that are not able to be surveyed from the public right-of-way, the City will be responsible for coordinating access for ESA to survey the property. Î Only potentially eligible properties will be recorded using DPR forms. Properties that are not significant or do not retain the required historic integrity will be presented in an Excel database that includes each property’s address, APN, and date of construction. 12 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Task 6: Analysis Following the fieldwork (Task 5) and a review of the historic research and developed Historic Context Statement, ESA will prepare a preliminary determination of the significance for each property using the guidance from the California Office of Historic Preservation as detailed in its Instructions for Recording Historical Resources. Each property will be assigned the appropriate preliminary California Historical Resource Status (CHRS) Code. Information collected during fieldwork (Task 5) will be included in the California Department of Parks and Recreation 523 series (DPR 523) form sets or within the survey database (Excel) as appropriate. The Lake Elsinore Downtown Historic National Register District will be documented on a District Record (DPR523D), with contributing resources documented individually on DPR523A forms and included as attachments to the District Record. Additional historic resources and potential new historic districts identified outside of the Lake Elsinore Downtown Historic National Register District will be recorded on Primary Record (DRP523A) and Secondary Record (DPR523B) forms with continuation sheets as needed� Deliverables: Î Draft DPR forms for both the Lake Elsinore Downtown Historic National Register District and individually evaluated resources. ESA estimates there will likely be 250–300 eligible resources. Î Update survey database with California Historical Resource Status Codes. Î An optional meeting with the City of Lake Elsinore summarizing results and progress of survey. Assumpꢀons: Î Buildings which were surveyed on the 1983 Riverside County Historic Survey or the 1991 Survey of Historic Structures and Sites that have lost integrity, been demolished, or no longer fall within the City’s boundaries will be included in the Excel database, but no DPR forms will be prepared for these buildings. Î Full evaluation of any properties or districts is not covered under the scope of this project, only a preliminary determination of potential eligibility and the assigning of a CHRS status code. Î DPR523A forms will not be completed for any properties assigned a “6” or “7” CHRS status code (these are properties that are determined ineligible or were unable to be surveyed). However, a list of these resources will be compiled for the City’s record. Task 7: Update Meeting Ongoing coordination between the City of Lake Elsinore and ESA will be performed primarily through email, though meetings may be scheduled at any time on Zoom or Microsoft Teams if either the City or ESA needs to involve multiple stakeholders in an update. Deliverable: Î Notes will be taken for any meetings and distributed to all parties that participated� Assumptions Î ESA assumes no more than four online meetings will be necessary for the completion of this project. Î ESA assumes that the only in-person meetings will be one update meeting during the fieldwork (Task 5) and the presentation of the findings of the Final Report to the Planning Commission and City Council (Task 11). 13 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Task 8: Final Evaluation and Documentation ESA will document all eligible properties surveyed on State of California DPR 523A forms and will file all appropriate forms and data with the California Historical Resources Information System. Deliverable: Î No specific deliverables will be prepared for this task. All DPR forms will be included as an appendix to the Final Comprehensive Report (Task 9). Assumption: Î ESA will not prepare a DPR form for any properties ruled ineligible. Task 9: Prepare Final Report ESA will prepare a Draft Final Comprehensive Report that contains both the complete Historic Context Statement and the updates to the Historic Resources Inventory as its major components. Other portions of the report will include objectives, descriptions of the area surveyed, research design, methodology, sources, and any appropriate maps. Deliverable: Î Draft Comprehensive Historic Resource Inventory and Historic Context Statement. Assumption: Î ESA will respond to one round of comments (Task 10). Task 10: Wrap-Up Meeting ESA will provide the Draft Comprehensive Final Report to the City Steering Committee for review and will respond to one round of comments on the revised document. Deliverable: Î Incorporation of comments into the Final Comprehensive Report. Assumpꢀon: Î The City of Lake Elsinore will be responsible for notifying property owners of the inclusion of their property on the HRI and will be responsible for the final determination of inclusion of private property. Task 11: Present Findings of Final Comprehensive Report to Planning Commission and City Council ESA will prepare and present, with City Staff, a PowerPoint presentation of the results of the project to the City of Lake Elsinore Planning Commission and to the City Council. Deliverables: Î PowerPoint Presentation. Î Final Comprehensive Historic Resource Inventory and Historic Context Statement (digital only). Relevant Project Experience We have highlighted three recent historic resources projects that are especially relevant to the City of Lake Elsinore Community Development Department’s needs and interests. 14 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com West San Gabriel Valley Area Plan & PEIR ESA is working collaboratively with Client Name the County of Los Angeles in the preparation of an Area Plan for West County of Los Angeles, Department of Regional Planning San Gabriel Valley (WSGV) in Los Angeles County. Our Architectural History team researched and wrote historic context statements Reference Mi Kim, Supervising Regional Planner P: 213.974.6425 E: MKim@planning.lacounty.govfor eight communities within the unincorporated areas of Los Benefit Statement: Angeles County in the WSGV,Ms. Papin and Ms. Hyryck led historical resources on the large- scale survey and associated historic context. They successfully completed two weeks of long days in the field and have developed a protocol for the assessment of resources in a quick but including a general history of the San Gabriel Valley, timelines of historical events and impacts, community-specific historical backgrounds, examination of 12 significant themes within the region, and registration requirements for potential resources (associated property types, eligibility standards, and character-defining features, and integrity consideration). Additionally, the team completed a community cultural assets brief that identified the known cultural and paleontological resources within each of the eight communities as well as opportunities to highlight and promote cultural assets and potential future development constraints. Finally, the team authored a Historic Preservation Element that outlined a comprehensive set of objectives and policies for the preservation and enhancement of the historic resources of the eight communities included within the plan area. comprehensive manner. Adelante Eastside Redevelopment Area Survey ESA led an intensive-level survey for the Adelante Eastside Redevelopment Area which involves Client Name City of Los Angeles, Community Redevelopment Agency the identification, evaluation, and documentation of all Potentially Reference Robert Manford, PhD., Urban Planning, Land Use and International Development eligible historical resources located within the redevelopment area. The redevelopment area encompasses P: 408.535.7900 approximately 2,200 acres and E: Robert.manford@sanjoseca.gov includes approximately 2,800 Benefit Statement:parcels of land in the Boyle Heights community. The area is made up of a mix of low- to moderate-density urban uses, including residential, commercial and industrial resources dating from the 1880s through the 1950s, as well as some later infill development. Commercial development is concentrated along the major east-west streets, avenues and boulevards, while industrial uses are generally concentrated adjacent to the Los Angeles River and on the southern portion of the Project Area. Residential architecture, including single-family dwellings as well as mixed-use commercial/residential buildings, exists along the commercial corridors and in some scattered locations within the industrial areas� ESA staff completed significant research on the Boyle Heights neighborhood, allowing them to develop a framework of associated history while actively surveying. This context enabled them to successfully assess large numbers of historic resources in the field. 15 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com State of South Dakota Historic Preservation Ms. Papin performed four county-Client Name wide architectural surveys for the State of South Dakota, where South Dakota State Historic Preservation Office every structure over 50 years of age within the county was evaluated for historic significance. For Moody County, completed Reference Chris Nelson, Historic Preservation Specialist P: 605-773-3103 E: ChrisBNelson@state.sd.usin 2017 – 2018, approximately 521 square miles were surveyed, resulting in approximately 200 Benefit Statement: Ms. Papin has a proven track record of successfully managing large- scale surveys with a significant number of resources to record. She is comfortable in the field, doing research in new places, and managing survey personnel. rural and urban resources recommended as potentially eligible for the National Register of Historic Places, including farmsteads, schools, commercial buildings, churches, industrial/agricultural resources, cemeteries, and residences. For Walworth County, completed in 2016 – 2017, approximately 745 square miles were surveyed, resulting in approximately 150 rural and urban resources recommended as potentially eligible for the National Register of Historic Places, including farmsteads, schools, commercial buildings, churches, industrial/ agricultural resources, cemeteries, and residences. For McPherson County, completed in 2014 – 2015, approximately 1,152 square miles were surveyed, resulting in approximately 170 rural and urban resources recommended as potentially eligible for the National Register of Historic Places, including farmsteads, schools, commercial buildings, churches, industrial/agricultural resources, cemeteries, and residences. For Tripp County, completed in 2011-2012, approximately 1,617 square miles were surveyed, resulting in approximately 350 rural and urban resources recommended as potentially eligible for the National Register of Historic Places, including farmsteads, schools, commercial buildings, churches, industrial/agricultural resources, cemeteries, and residences. All four projects included research and the completion of an accompanying historic context and report. Inventory forms were completed for all survey resources, regardless of eligibility status. 16 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Schedule All ESA team members with resumes included in Attachment A will be available to work on the Comprehensive Report. We carefully track and plan staff hours using Deltek Vision software to accurately plan for future work. Our goal is to run at 60% capacity to have the ability to take on new work and best serve all our clients’ needs by delivering high-quality projects on time and on budget. By focusing only on our areas of expertise, we effectively manage our workload and maintain availability for new assignments. We anticipate a nine-month project schedule, beginning on April 1, 2024, with project completion anticipated by December 31, 2024. 17 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Costs ESA has provided a detailed summary of our proposed project budget based on our proposed scope of work and the information presented in the RFP. Our proposed cost is $99,961 as detailed in Attachment B. Exceptions to RFP While ESA intends to sign into agreement, we would like to recommend the following exceptions stated within the RFP for Professional Services for a Historic Resources Inventory Update. 1. 12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field providing similar services under similar circumstances expertise� 2. 15. Indemnity. Consultant shall indemnify, defend (except for professional liability claims), and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend (except for professional liability claims) as set forth in Section 2778 of the California Civil Code� Irrespective of any language to the contrary in this Agreement, Consultant has no duty to provide or to pay for an up-front defense against unproven claims or allegations arising out of the performance of professional services by Consultant, but Consultant shall reimburse those reasonable attorney’s fees incurred by the City to the extent caused by the negligence, recklessness, or willful misconduct of Consultant or its employees, agents or subcontractors. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. Insurance and Licenses ESA has provided a sample insurance and licensing in Attachment C� 18 Historic Resources Inventory Update January 11, 2024 Environmental Science Associates esassoc.com Attachment A:Resumes Shannon L. Papin Project Manager / Historic Documentation Technical Lead Shannon L. Papin is a Senior Architectural Historian and Cultural Resource Specialist with 25 years of professional experience in architectural history, historic resource management, and historic preservation planning, policy, and economics. Her qualifications meet and exceed the Secretary of the Interior’s Professional Qualification Standards in History and Architectural History. Shannon has a proven track record of historic resources management and preservation consultation services for all stages of project development, preparation of required documentation for environmental compliance, project review and permitting, and implementation of mitigation measures. She has authored numerous historic resource assessments, State and National Register Nominations, historic structure reports, CEQA Impacts Analysis, historic resource technical reports, feasibility studies, LAHCM nominations, and HABS/HAER reports. She has managed and conducted planning and technical studies for a broad range of clients and projects throughout Southern California and western states. EDUCATION M.A., in Historic Preservation (American Studies Department) George Washington University Washington, DC. B.A., in English (Writing) Rhodes College Memphis, TN. Previous Experience County-wide Architectural Surveys, South Dakota. Project Manager. Shannon served as the Project Manager on four county-wide architectural surveys, including integrity evaluation, identification of potentially significant resources for inclusion in the National Register of Historic Places; research and writing of an accompanying historic context. Locations included: Tripp County: 1,617 square miles, 351 surveyed resources, McPherson County: 1,152 square miles, 168 surveyed resources, Walworth County: 745 square miles, 211 surveyed resources, and Moody County: 521 square miles, 204 surveyed resources. 25 YEARS’ EXPERIENCE CERTIFICATIONS/ REGISTRATION Approved Consultant, California Historical Resources Information System Consultant List (History & Architectural History)Pasadena Avenue Historic District, Pasadena, CA. Project Manager. Shannon completed re-survey and prepared State and National Register Nomination of historic district that included approximately 130 residential resources. Certified Historian & Architectural Historian, New Mexico SHPO Directory Multiple Property Documentation Form for the Cañon neighborhood, Taos, NM. Project Manager. Shannon performed the initial neighborhood survey, individual nominations for three resources, and associated historic context. The properties listed included a residential compound, a guesthouse/hotel and a community chapel. Approved Historian, City of Santa Fe, NM PROFESSIONAL AFFILIATIONS Alhambra Health Center, Historic Resource Assessment and Focused EIR, Alhambra, California. Project Manager for Historic Resource/Principal Architectural Historian. Shannon led the historic resource analysis for the Alhambra Health Center EIR, prepared by ESA for the City of Alhambra. The project would redevelop a 23,000-sf medical facility constructed in 1930 and found eligible for the National Register of Historic Places. ESA’s environmental analysis found the project would result in a significant and unavoidable impact. In addition to the initial assessment of the building, Shannon was responsible for developing a range of feasible alternatives to avoid or reduce impacts, authoring architectural studies on the adaptive reuse and rehabilitation of the structure, and Society of Architectural Historians, Member National Trust for Historic Preservation and NTHP Forum, Member Preservation Action, Member Environmental Science Associates esassoc.com Shannon L. Papin (Continued) Project Manager / Historic Documentation Technical Lead assisting in the public review process, including conducting several public outreach meetings with community stakeholders and preservation advocates. Historic American Building Surveys, Kirtland Air Force Base, Albuquerque, NM. Project Manager. Shannon prepared the building documentation (HABS Level II standard) of the 21st EOD Headquarters at Kirtland Air Force Base. Historic American Building Surveys, White Sands Missile Range, Alamogordo, New Mexico. Project Manager. Shannon prepared the building documentation (HABS Level II standards) of the old Officer’s Club at White Sands Missile Range. Hermon Park Building Evaluations, Los Angeles, CA. Project Manager. Shannon prepared a memorandum that included structural assessments, documentation, and evaluations of two fire-damaged buildings located within Hermon Park, a National Register-eligible property that is part of the Arroyo Seco Park system and owned by the City of Los Angeles. Seismic Retrofit Project, Lockwood Elementary School, Los Angeles, CA. Project Manager. Shannon managed a documentation project for LAUSD campus in Hollywood in preparation for a planned seismic retrofit. Project deliverables include character-defining matrixes and California DPR forms for multiple historical resources. Seismic Retrofit Project, First Street Elementary School, Los Angeles, CA. Project Manager. Shannon managed a documentation project for LAUSD campuses in Boyle Heights in preparation for a planned seismic retrofit. Project deliverables include character-defining matrixes and California DPR forms for multiple historical resources. High Desert Hospital, Historic Resource Assessment, Lancaster, CA. Project Manager. Shannon prepared a documentation and evaluation of High Desert Hospital and Coroner’s Office, a historic property owned by the LADPW. The Report included a CEQA impacts analysis in preparation for a planned redevelopment. Isadore House Significance Evaluation and Historic Structure Report, Isadore House, Los Angeles, CA. Project Manager. Shannon prepared a structural assessment, documentation, and evaluation of Isadore House, a historic property owned by the Recreation and Parks of the City of Los Angeles. The Report included a CEQA impacts analysis in preparation for a planned redevelopment. Sunshine House Historic Structure Report, Los Angeles, CA. Project Manager. Shannon prepared a structural assessment, documentation, and evaluation of the Sunshine House, the former caretaker’s residence at the Silver Lake Reservoir Complex, owned by LADWP. Garvanza Pump Station, Historic Structure Report, Los Angeles, CA. Project Manager. Shannon prepared a structural assessment, documentation, and evaluation of the Garvanza Pump Station, a historic property associated with the Garvanza Reservoir in northeast Los Angeles, owned by LADWP. Historic Structure Report, New Mexico Veteran’s Home, Truth or Consequences. Project Manager. Shannon served as the Project Manager on the preparation of an Historic Structure Report for a 1937 hospital for crippled children, including historic narrative and context, evaluation of significance, documentation of original construction and later modifications, and historic preservation recommendations. Historic American Building Surveys, Walker Air Force Base, Roswell, NM. Project Manager. Shannon prepared the building documentation (HABS Level III standard) of three buildings at the former Walker Air Force Base as well as the former Roswell Airfield Terminal Building Environmental Science Associates esassoc.com Antonette M. Hrycyk Deputy Project Manager / Survey Technical Lead Antonette is an architectural historian with a background in historic research, museum collections, exhibit design, and educational outreach. Her work with historic research and cultural heritage in California has included authoring and contributing research to historic contexts statements, historic resource assessments, National and California Register Nomination, visitor studies of museums and public history sites, in addition to extensive archival research. Antonette applies her understanding of urban development and historic research to inform evaluation assessments of historic resources in the Southern California area, with a focus in the Greater Los Angeles area and San Diego. EDUCATION Relevant ExperienceMA, History, San Diego State University (in progress)West San Gabriel Valley Area Plan Historic Context Statement, Los Angeles County, CA. Architectural Historian. Antonette is the lead researcher and author of the Historic Context Statement for seven unincorporated communities within the West San Gabriel Valley Planning Area. Involving archival research, windshield surveys, and on-going collaboration with Los Angeles County, the Historic Context Statement will provide a framework for future historic assessments within these unincorporated areas. In addition, Antonette will be contributing to the Historic Preservation Element of the West San Gabriel Area Plan. MS, Museum and Field Studies, The University of Colorado-Boulder BS, Anthropology, The Ohio State University 11 YEARS’ EXPERIENCE PROFESSIONAL AFFILIATIONS 3592 Eastham Drive Historic Resources Assessment, Culver City, CA. Architectural Historian. Antonette was the lead researcher and author of the Historic Research Assessment on a property that included one mid-century modern office building and two industrial buildings within the Hayden Tract in Culver City. Society of Architectural Historians, Member American Planning Association, Member 3550 Hayden Avenue Historic Resources Assessment, Culver City, CA. Architectural Historian. Antonette was the lead researcher and author of the Historic Research Assessment on a large mid-century modern industrial warehouse in the Hayden Tract in Culver City. AWARDS Museum Student Research Award, 2013 Burbank Airport Flight Path, Section 106, Los Angeles and Ventura Counties Architectural Historian. Antonette assisted on this large-scale analysis of the potential impacts of the change in flight path at the Burbank Airport on all listed historic resources underneath. Antonette’s use of GIS and mapping skills in addition to integrity analysis assisted and streamlined the overall impacts assessment. 5835 Washington Boulevard Historic Resources Assessment, Culver City, CA. Architectural Historian. Antonette was the lead researcher and author of the Historic Research Assessment on two buildings which had functioned as nightclubs, industrial sites, and commercial properties. 5835 Washington was previously listed on Culver City’s HPAC Survey; Antonette’s reevaluation of its significance under criteria A/1 and C/3 contributed to an updated understanding of Culver City’s preserved built environment. 44900 N. 60th St., W. Historic Resources Assessment, Lancaster, CA. Architectural Historian. Antonette served as the lead researcher and author of the Historia Research Environmental Science Associates esassoc.com Antonette M. Hrycyk (Continued) Deputy Project Manager / Survey Technical Lead Assessment of a mid-century modern community hospital, which was designed by Adrian Wilson & Associates, and was originally operated as a Tubercular Hospital by the Los Angeles County Sheriff. Antonette’s research determined the hospital was not a significant historic resource. Control Gorge Modular Homes Historic Resources Assessment, Bishop & Los Angeles, CA. Architectural Historian. Antonette was the primary researcher and author of this unique assessment which looked at the structures associated with the Control Gorge Hydroelectric Plant, owned and operated by LADWP. Antonette constructed a full site chronology of the Control Gorge Site and wrote a detailed historical context of the Owens Gorge Hydroelectric Project. This project, though located in Bishop, California, the Subject Property was evaluated under LAHCM criteria as it has been continuously owned, improved, and operated by LADWP, in addition to being inextricably tied to the development of Los Angeles’ power supply. Though the research determined the assessed structure to not be significant, recommendations for future potential districts were included in the HRA. 1038 Venice Boulevard Historic Resources Assessment, Pico-Union, Los Angeles, CA. Architectural Historian. Antonette was the lead researcher and author of the Historic Research Assessment on an office space and warehouse in the Pico-Union neighborhood of Los Angeles. 1845, 1853, and 1857 Taft Avenue Historic Resources Assessment, Hollywood, Los Angeles, CA. Architectural Historian. Antonette was the lead author of the Historic Resources Assessment which determined that the three Craftsman homes were each significant as an individual resource under National and California Register C. Constructed in 1912 and 1915, these three homes are significant for their association with the Craftsman style, a previously common style in the residential development of Hollywood. Antonette assembled the construction and occupancy history of the properties and wrote the significance and integrity evaluation. Morningside High School Mitigated Negative Declaration, Hollywood, Los Angeles, CA. Architectural Historian. Antonette assisted with research on the Inglewood School District historical context and completed a construction chronology Antonette also assisted with organization and preparation of HABS documentation. Compton Boulevard, Et Al, Historic Resource Assessment, Compton, CA. Architectural Historian. Antonette was the primary researcher of this Historic Resource Assessment, which resulted in three diverse properties being submitted for nomination on the National and California Register. These properties included Dale’s Donuts under criteria A/1 for its significance to Compton’s neighborhood identity and criteria C/3 as a rare extant example of a programmatic drive-thru restaurant; Colin P. Kelly Elementary School under criteria A/1 for its significance to the educational history of the City of Compton; and East Rancho Dominguez Park under criteria B/2 for its historic and continued association with the tennis history of Venus and Serena Williams. Antonette conducted supplemental in-depth research and assisted with the significance and integrity evaluation. Project Bristol, Historic Research Assessment, Santa Ana, California. Architectural Historian. Antonette was a contributing author and primary researcher of the historic significance evaluation determination for Project Bristol, a planned demolition of seven contemporary Spanish Colonial Revival strip mall buildings, banks, and other commercial buildings. Antonette researched and wrote the historic context on the development of the strip mall in Southern California and researched and wrote a detailed construction chronology and occupancy history for each of the seven buildings in the project. Environmental Science Associates esassoc.com Margarita Jerabek-Bray, PhD Technical Advisor Margarita Jerabek-Bray, Ph.D., has 36 years of professional practice in the United States with an extensive background in architectural history, historic resources management, and historic preservation. Her qualifications and experience meet and exceed the Secretary of the Interior’s Professional Qualification Standards in History, Architectural History, and Archaeology. Margarita assists clients with strategic advice and historic preservation consultation services to support project success. Highly experienced and solution oriented, she provides historic resources management and preservation consultation services for all stages of project development, from due diligence through planning and design, toEDUCATION Ph.D., Art History, University of preparation of required documentation for environmental compliance, project review and California, Los Angeles, 2005 permitting, and implementation of mitigation measures. M.A., Architectural History, and Certificate of Historic Preservation, University of Virginia, 1991 Dr. Jerabek-Bray leads a team of highly qualified professional architectural historians who are a part of ESA’s more than 30-member Cultural Resources Group. She is expert in the preparation of legally defensible documentation for compliance with the National Environmental Policy Act (NEPA), Sections 106 and 110 of the National Historic Preservation Act (NHPA), Section 4(f) of the Department of Transportation Act, the California Environmental Quality Act (CEQA), and local ordinances and planning requirements. She has managed and conducted planning and technical studies for a broad range of clients and projects throughout California and the United States. She has prepared numerous historic resources technical reports, Secretary of the Interior’s Standards conformance reviews, provided preservation consulting services for rehabilitation plans, relocation plans, construction monitoring and reporting, prepared Mills Act, HABS/HAER/HALS documentation, salvage inventories, developed interpretive programs and exhibits, documentary films, oral history videos, and interpretive websites. She has provided strategic planning and policy expertise for several specific plans involving historical resources and municipal general plan updates. B.A., Art History, Oberlin College, 1983 36 YEARS’ EXPERIENCE AWARDS 2023 Preservation Design Award, Reconstruction, California Preservation Foundation (CPF) 2020 Gold Nugget Merit Award, Best Rehabilitation Project, PCBC 2020 Award of Excellence, Environmental Analysis, APA 2018 Merit Award, Environmental Analysis, AEP Relevant Experience2016 Preservation Design Award, Interpretive Exhibit, CPF City of Laguna Beach, Historic Preservation Services, Laguna Beach, CA. Project Manager/Principal Architectural Historian. Since 2006, Margarita and ESA’s historic resources group have prepared numerous studies including Historic Resources Assessments (HRAs), Secretary of the Interior’s Standards (SOI) Plan Reviews, character-defining features reports and CEQA impacts analyses, as well as rehabilitation plans and conducted construction monitoring for a wide variety of projects. ESA assists project applicants from due diligence through design development and environmental review to reduce impacts to historical resources for compliance with CEQA and the City’s preservation ordinance. 2014 Preservation Award, Rehabilitation, Los Angeles Conservancy 2014 Westside Prize, Rehabilitation, and Design Award, Landscape, Westside Urban Forum (WUF) 2012 Preservation Design Award, Historic Resource Report, CPF City of Santa Monica On-Call Historic Preservation Services, Santa Monica, CA. Project Manager/Principal Architectural Historian. Dr. Jerabek is the primary point of contact and contract administrator for ESA’s on-call contract for historic preservation services with the City of Santa Monica. Under her 12-year tenure, Margarita and ESA’s historic division has Environmental Science Associates esassoc.com Margarita Jerabek-Bray, PhD (Continued) Technical Advisor prepared hundreds of studies including preliminary assessments, landmark assessments, structure of merit assessments, neighborhood surveys and contexts, Secretary of the Interior’s Standards plan reviews and preservation recommendations, landscape assessments, character-defining features reports and CEQA impacts analyses. City of Hermosa Beach On-Call Historic Preservation Services. Project Director and Principal Architectural Historian. ESA has performed several surveys, Certificate of Appropriateness, and CEQA compliance reviews for historic structures while serving as a historic preservation consultant for the City of Hermosa Beach. Projects include historic resources surveys, SOI plan reviews for three of the oldest commercial buildings in the downtown area of Hermosa Beach: Bank of America building at 90 Pier Avenue, the Hermosa Hotel at 26 Pier Avenue, Art Deco-style Community Center, and the Neoclassical Revival-style Bijou Theatre located at 1221-1227 Hermosa Avenue. ESA provided consulting services for several tenant improvements in the Bijou Theatre including Certificate of Appropriateness reviews, preservation treatment oversight and construction monitoring. Additionally, ESA provided paint analysis and restoration treatment recommendations for the Art Deco-style Hermosa Beach Community Center. City of South Pasadena, Historic Preservation Services, South Pasadena, CA. Project Manager/Principal Architectural Historian. Dr. Jerabek has served as the primary point of contact and contract administrator for ESA’s historic preservation services for project applicants in the City of South Pasadena. ESA’s historic resources group has prepared numerous of studies including historic resources assessments, Secretary of the Interior’s Standards (SOI) plan reviews and preservation recommendations, character-defining features reports and CEQA impacts analyses. These include historic resource assessments for 1622 Bank Street, 808 Adelaine Avenue, and 1101-1115 Mission Street, and SOI Standards reviews for 260 St. Albans, 625 Milan, 2037 Primrose Avenue, 1305 Monterey Road, 1708 Fletcher Avenue, 1812 Fletcher Avenue, and 1020 Milan Avenue. City of Los Angeles, Planning Department, Historic Preservation Consulting Services. Project Director/Principal Architectural Historian. Dr. Jerabek has served as the primary point of contact and contract administrator for ESA’s historic preservation services for project applicants in the City of Los Angeles. ESA’s historic resources group has prepared hundreds of studies including historic resources assessments (HRAs),CEQA compliance reviews, Secretary of the Interior’s Standards (SOI) plan reviews, character-defining features reports, relocation plans, and rehabilitation plans for adaptive reuse and redevelopment projects in Los Angeles. ESA is currently working on the exterior preservation of the Earl Carroll Theatre on Sunset Boulevard in Hollywood including preparation of a Historic Structure Report and SOI Standards plan review of the exterior preservation plans prepared by a team of historic architects, engineers, paint and neon conservators; the project has been approved by the planning department, Cultural Heritage Commission and stakeholders and is in the final stages of City approval. City of Los Angeles, Recreation and Parks Department, Historic Resources Services. Project Director/Principal Architectural Historian. Under our on-call contract for environmental services, Margarita leads task orders for historic resources management and preservation services including preparation of resource nominations, historic structure reports, SOI plan reviews and construction monitoring for eligible and designated resources. These task orders have included the Historic Structure Evaluation and Treatment Plan for the MacArthur Park Historic Viaduct Railings; Historic Structure Report and construction monitoring for the Exposition Park Rose Garden brick perimeter walls; Historic Structure Report for the Isadore House in the West Adams neighborhood of Los Angeles; evaluation of fire damaged structures in Herman Park; evaluation of fire damaged LA Shares structure in Griffith Park; HABS report for the Rancho Cienega Celes King III Swimming Pool; National Register nomination and City of Los Angeles Historic Cultural Monument application for Point Fermin Lighthouse and Battery Osgood. Environmental Science Associates esassoc.com Alison Garcia Kellar Historic Documentation Specialist Alison is a senior architectural historian with 12 years of professional experience with a background in historic preservation, design, and museum collections. Her work with historic resources and cultural heritage in California has included managing and authoring historic resource assessments, Nominations, historic structure reports, feasibility studies, tax Ccedit applications, in addition to archival research and resource documentation. Alison applies her understanding of preservation design and historic interiors to inform impacts analyses of proposed development and recommendations for adaptive reuse.EDUCATION MS, Historic Preservation, University of Pennsylvania Relevant Experience BA, Design, University of California at Davis Morningside High School Historic Resources Assessment and Impacts, Inglewood, CA. Senior Architectural Historian. Alison was the lead author of the Historic Resources Assessment which determined that the high school campus buildings and landscape are significant as a potential historic district. Constructed in 1950, the property is significant for its association with the challenges of public-school integration in California and within the City of Inglewood, for its Mid-Century Modern architectural style, and for its association with notable modernist architectural firms. Alison assembled the construction history for the campus and created a character-defining features analysis identifying features at the campus. Alison reviewed the upgrade project to ensure that the project met the SOI Standards and CEQA compliance. She authored and oversaw the production of a HABS report to document the campus prior to selective demolition and construction. 12 YEARS EXPERIENCE PROFESSIONAL AFFILIATIONS Latinos in Heritage Conservation, Education Committee Member California Preservation Foundation, Member Society of Architectural Historians, Member National Trust for Historic Preservation, Member Long Beach Unified School District, ESSER Shade Structure Impacts Analysis Report, Long Beach, CA. Senior Architectural Historian, Project Manager. Alison conducted a survey of five Long Beach Unified School District schools which were previously determined to be historical resources. Alison documented the current conditions of each school’s outdoor recreational play area as part of the impacts analysis study which evaluated the potential effects of new outdoor shade structures at each of the schools. She reviewed project site plans and canopy specifications for compliance with CEQA and for conformance with the SOI Standards. Alison oversaw the development of a records to identify adjacent historical resources. She analyzed each school against the project for direct and indirect analysis and reviewed each proposed project against the SOI Standards, determining that project would have no adverse effects to historic resources. Celes King III Swimming Pool Historic American Building Survey, Los Angeles, CA. Senior Architectural Historian, Deputy Project Manager. ESA was hired to conduct HABS documentation for the City of Los Angeles Park and Recreation Department. Constructed in the early 1960s, the Celes King III Swimming Pool was designed by architect Albert Criz in the Mid-Century Modern-Expressionist style. Alison conducted in-depth research related to the history of the surrounding recreational complex, construction of the swimming pool, architect, and neighboring communities. Environmental Science Associates esassoc.com Alison Garcia Kellar (Continued) Historic Documentation Specialist Benjamin Franklin Elementary School Historic Resource Evaluation and Mitigated Negative Declaration, San Diego, CA. Senior Architectural Historian. Alison conducted an HRA for the 1930s, 40s, and 50s-designed elementary school campus. The property was found to be a historic district eligible for its association with the post-war development of the Kensington neighborhood, and for its association with two master San Diego architects. The proposed project was reviewed for compliance with the Secretary of the Interior’s Standards, and a CEQA analysis was performed, resulting in the Mitigation Measures and design considerations for future construction within the district. Alison authored and oversaw the production of a HABS report to document the campus and its buildings prior to project construction. Mt. Helix Park Rock Wall Short-Term Preservation Project, San Diego, CA. Senior Architectural Historian. Alison is serving as the deputy project manager for a rehabilitation project to document and provide short term preservation recommendations for the 1932 rock wall that borders a hilltop park. Work has included documentation of failing portions of the rock wall with digital photograph, extensive research through local archives, and the development of a character-defining features matrix for the rock walls. Working closely with Mel Green Associates and Silman Structural Engineers, ESA has developed treatment and stabilization recommendations for the deteriorating rock wall portions. MacArthur Park Historic Viaduct Railings Historic Structure Evaluation and Treatment Plan, Los Angeles, CA. Senior Architectural Historian. Alison was the lead author of a report that documents and recommends treatments for a historic 1938 concrete wall that lines Wilshire Boulevard through McArthur Park. Alison conducted archival research on the park and on the walls, and conducted a significance evaluation for the walls. She conducted a character-defining features analysis for the walls and associated roadway which informed recommendations with a team of subconsultants. Alison coordinated with the engineering and architectural subconsultants to compile recommendations and for the City. Whittier Public Library Historic Resources Assessment, Whittier, CA. Senior Architectural Historian. Alison was the lead author of the Historic Resources Assessment which determined that the library is significant as an individual resource. Constructed in 1958, the property is significant for its association with Mid-Century Modernism, postwar period institutional properties, and architect William Henry Harrison. Alison assembled the construction history for the library and the Whittier Civic Center. She identified significant and contributing features at the property. Alison coordinated with the project architect to ensure that the project met the SOI Standards to meet community’s needs while respecting the building’s historic character. Alison authored and oversaw the production of a HABS report to document the library building prior to demolition and construction. Celes King III Swimming Pool Historic American Building Survey, Los Angeles, CA. Senior Architectural Historian, Deputy Project Manager. ESA was hired to conduct HABS documentation for the City of Los Angeles Park and Recreation Department. Constructed in the early 1960s, the Celes King III Swimming Pool was designed by architect Albert Criz in the Mid-Century Modern-Expressionist style. Alison conducted in-depth research related to the history of the surrounding recreational complex, construction of the swimming pool, architect, and neighboring communities. Port of San Diego Old Police Headquarters Assembly Building Peer Review, San Diego, CA. Project Manager, Senior Architectural Historian. Alison conducted a peer review for proposed rehabilitation modifications and tenant improvement to a historic former police headquarters in San Diego. Work included a review of historic documentation including nomination forms and original plans, and a review of the applicant’s proposed plans to modify the historic building into an events space. Alison recommended that the applicant include a more robust Standards review discussion, provide supportive graphics, reference historic documentation, and a create more comprehensive project description for the proposed submission to be adequately substantiated for City review and approval. Environmental Science Associates esassoc.com Valerie Smith Survey Specialist Valerie is an architectural historian with four years of experience in historic preservation in California and New York. Her work with historic resources and cultural heritage includes extensive and detailed archival research, drafting historic resource assessments, historic preservation consulting such as plan reviews and construction monitoring, feasibility studies, and resource surveys and documentation. She has experience with conservation projects, conditions assessment reports, and materials science. Her studio art background and photography training have proven helpful for onsite documentation and she is currently training to be a HABS photographer. In addition to historic preservation and photography, Valerie has 18 years of professional experience in finance and investor relations with strong client and project management skills, which have been an asset in her role at ESA. EDUCATION MS, Historic Preservation, Columbia University Advanced Certificate, Columbia University Relevant ExperienceBA, Studio Art, Hope College 4 YEARS’ EXPERIENCE (HISTORIC West San Gabriel Valley, Historic Context Statement, Los Angeles County, CA. Architectural Historian. Valerie authored the residential section of the West San Gabriel Historic Context Statement which involved extensive research, and the development of architectural context narratives and residential resource registration requirements. Valerie conducted an archival record search at the South Central Coastal Information Center (SCCIC) to determine the presence of cultural resources in eight unincorporated study areas. PRESERVATION) 23 YEARS’ EXPERIENCE (PHOTOGRAPHY) 18 YEARS’ EXPERIENCE (FINANCIAL SERVICES) PROFESSIONAL AFFILIATIONS Ventura County Transportation Commission, US 101 Improvement Project, Ventura County, CA. Architectural Historian. While working for ICF, Valerie assisted with California Department of Parks and Recreation DPR 523 forms as part of the US 101 improvement Project. The extensive project included writing historic context reports, survey of buildings in the study area, research, photography, and the preparation of CEQA and Section 106 compliance forms. Preservation Alumni, Columbia University, Board Member Columbia University, Mentorship Committee Member California Preservation Foundation, Member Los Angeles Housing Department (LAHD), Section 106 Reviews, Los Angeles County, CA. Architectural Historian. While working for ICF, Valerie researched areas of potential effect as part of the Section 106 requirements for the City of Los Angeles. She reviewed and drafted DPR documents and completed deliverables for development projects. As part of her responsibilities, she wrote building descriptions, conducted site visits, conducted research, and evaluated buildings located in the vicinity of development projects. National Trust for Historic Preservation, Member DOCOMOMO US, Member Association for Preservation Technology (APT), Member City of Los Angeles, Venice Coastal Zone Survey, Los Angeles County, CA. Architectural Historian. While working for ICF, Valerie expanded on existing research included in SurveyLA to evaluate contributing/non-contributing members of the Millwood Historic district of Venice, CA. Research was conducted on close to 100 bungalow style homes and included permit research and the analysis of existing data. . Environmental Science Associates esassoc.com Valerie Smith (Continued) Survey Specialist 3916 Martin Luther King Jr, Historic Resource Assessment, Los Angeles, CA. Architectural Historian. Valerie co- authored the production of a Historic Resource Evaluation (HRA) to establish the building’s historic significance in the Crenshaw neighborhood of Los Angeles. Valerie’s research provided context for a 1962 bank building in the International Style that was occupied by a Black-owned savings and loan company for over twenty years. The founder, Peter Dauterive was instrumental in race relations in Los Angeles and provided financial services to underserved communities, served on the board of various foundations, and started a scholarship fund at USC for minority students. 1000-1018 N. Croft Avenue, Historic Resource Assessment, Los Angeles, CA. Architectural Historian. Valerie provided research, wrote historical contexts, and compiled a Historic Resource Assessment for four multi-family properties in Hollywood. One property was designed in a Mediterranean Style using a house stock plan from the local company Bungalowcraft. Two of the properties are Spanish Colonial Revival duplexes constructed in the 1920s and 1930s. The fourth property was designed in 1940 by a notable Los Angeles architect who became known for his unique window treatment and Minimal Traditional designs. The four properties were found significant as early dwellings in the Hollywood Scenic Tract under Criterion A, and as excellent examples of three different architectural styles applied multi- family properties under Criterion C. 133 Vieudelou Avenue, Historic Resource Assessment, Catalina Island, CA. Architectural Historian. Valerie researched the oldest house in Avalon, Catalina Island and compiled a Historic Resource Assessment. The house belonged to a family who settled on the island during the early days of development into a resort town. The house is Folk Victorian style and constructed in 1888. The property was found eligible for the National Register and California Register for its significance under Criterion A, B, and C. 301 Beacon Street, Historic Resource Assessment, Catalina Island, CA. Architectural Historian. Valerie researched a multi-family property on Beacon Street in Avalon, Catalina Island and compiled a Historic Resource Assessment. The dwelling has been owned by the same family who constructed it in 1923. The style is vernacular with elements of Italianate and Mediterranean Revival. It was called the White House Apartments and housed the original family and other short-term guests visiting the island. The property was found eligible as a rare example of a multi-family property from the 1920s in Avalon, Catalina Island. California Historical Resources Information System (CHRIS) – Authorized Researcher Valerie is authorized to perform record searches to uncover archeological and historic resources at one of the twelve Information Centers managed by the California Office of Historic Preservation. Valerie has been trained to review 7.5 USGS Quadrangle Maps, historical resource records and reports, and computerized data housed at the South Central Coastal Information Center at California State University, Fullerton. Photography Trained as a photographer, with a B.A. in Studio Art from Hope College, Valerie has 23 years of photography experience. She has a large portfolio of architectural photographs from site visits, college courses and fine art photography exploration. She completed an architectural photography course at UCLA in 2018, and she is currently being trained as a Historic American Buildings Survey (HABS) photographer. Environmental Science Associates esassoc.com Jason Nielsen GIS/Technology Technical Lead Jason Nielsen has more than 17 years of experience managing and supporting GIS for a broad range of environmental services including biological resources, cultural resources, environmental permitting, water resources, and community development. He is the Geospatial services lead for Southern California region. Jason and his team provide ESA’s technical staff with mobile data collection deployment, including unmanned aerial vehicles (UAVs), field data collection and reporting using multiple platforms, web-based applications, data visualizations, and cartographic support for technical documents.EDUCATION BA, Environmental Geography, California State University Northridge Relevant Experience County of Riverside, North Shore Yacht Club Assessment, Riverside County, CA. GIS Analyst. Located on the shores of the Salton Sea in Riverside County about 30 minutes from Palm Springs, the North Shore Yacht Club was once part of a thriving recreational development that was created in the late 1950s. ESA was hired to prepare a Mitigated Negative Declaration and Historic Assessment for the redevelopment of the Yacht Club for use a community center. Jason developed project area maps and graphics for the MND and Historic Assessment. Jason assisted staff in field work and data collection. GIS Certificate, California State University Northridge 18 YEARS’ EXPERIENCE CERTIFICATIONS/ REGISTRATION FAA Part 107 Commercial Drone License, Credential ID 4511384 City of Ventura, Water Supply Projects and Indirect Potable Reuse Program EIR, Ventura, CA. Senior GIS Specialist. Ventura is proposing to divert discharges from the Santa Clara River Estuary (SCRE) and beneficially reuse the treated effluent to support an Indirect Potable Reuse Project. The project will provide multiple benefits, including providing a new water supply to help meet the City’s dry-year potable water demands and reducing wastewater discharges into the SCRE. ESA assisted in evaluating the impacts of the reduced discharge into the estuary. The EIR analyzed the construction of a new advanced water treatment facility, pipelines and pump stations, injection wells, and a concentrate disposal pipeline, including a new ocean outfall. The Final EIR was certified in October 2019. Jason provided map creation and data collection for the biology and jurisdictional delineation reports; figure creation, review of historic imagery, and prepare map updates to support the EIR; and permitting application support. The Ocean Foundation, Aliso Creek Estuary Restoration and Public Access Concept Plan, Laguna Beach, CA. Senior GIS Analyst. ESA developed the restoration and public access plan for the Aliso Creek estuary in Laguna Beach, CA with funding from an SCC grant. This involved public outreach and coordination with a Science Team, as well as data collection, hydraulic and lagoon mouth modeling (QCM), and restoration and public access design. ESA used the data collection, models, and historic understanding of the site to develop the restoration alternatives, which also include options for public access. A draft and final restoration plan was developed and presented for public and agency review and is available at: https://www.lagunaoceanfoundation.org/aliso-creek-estuary- restoration/. Jason provided technical staff with GPS preparation and post-processing of data collected in the field. Environmental Science Associates esassoc.com Jason Nielsen (Continued) GIS/Technology Technical Lead California Department of Water Resources (DWR), Perris Dam Seismic Retrofit Project EIR, Riverside County, CA. GIS Manager. ESA is managing environmental services for the Perris Dam Seismic Retrofit Project including preparation of an EIR, agency consultation, and conducting biological and cultural surveys to support permit mitigation requirements. DWR proposes to implement the Lake Perris Remediation Program to remediate the Lake Perris dam, replace the outlet tower, and construct an outlet conveyance to connect with the Perris Valley storm drain. Lake Perris is located within the Lake Perris State Recreation Area (SRA). Jason conducted GIS analysis and map production for the EIR and Biological Assessment for the Perris Dam Retrofit Project. Jason provided technical oversight to GIS team in regards to field data collection and CAD integration. In addition, he provided Quality Control / Quality Assurance on mapping products that included biological resources, cultural mapping, and public meeting presentation graphics. Newport Bay Conservancy, Big Canyon Restoration, Phase 2, Newport Beach, CA. Senior GIS Analyst. Big Canyon Phase 2A is an entirely grant-funded project that ESA commenced work on in March 2018 in collaboration with our client, the Newport Bay Conservancy. Under substantial pressure to show progress, and with a very tight budget ESA staff completed data collection and analysis for all technical reports for the CEQA Initial Study / Mitigated Negative Declaration while simultaneously conducting hydrological modeling and preparing plans and specifications for removal of over 6 acres of invasive Brazilian pepper trees and restoration of a mosaic of coastal riparian and alkali meadow wetland habitats. Jason provided GIS analysis and mapping for the IS/MND and provided oversight for field data collection. Los Cerritos Wetlands Authority, Los Cerritos Wetlands Restoration Plan Program EIR, Long Beach and Seal Beach, CA. Senior GIS Analyst. ESA is assisting the Los Cerritos Wetlands Authority with preparation of a Program Environmental Impact Report for the Los Cerritos Wetlands Conceptual Restoration Plan (CRP) in the cities of Long Beach and Seal Beach, California. The study will focus on determining a proposed ecological restoration alternative design and analyzing the potential environmental impacts resulting from the implementation of that restoration alternative across the entire Los Cerritos Wetlands complex. Jason oversaw GIS work and provided QA/QC on all project deliverables. City of Carlsbad and Carlsbad Municipal Water District (CMWD), Environmental Management Services, San Diego County, CA. Senior GIS Analyst. ESA is responsible for the management of task orders issued under Master Service Agreements (MSAs) with the City of Carlsbad and Carlsbad Municipal Water District. ESA is providing management and oversight of stream channel maintenance, dam vegetation maintenance and habitat restoration projects to ensure work activities are being completed on schedule and in compliance with project permits. Many of the projects occur within the City’s preserve system. ESA is tracking budgets and managing environmental consultants and landscape/restoration contractors retained by the City and CMWD. This work includes reviewing and editing reports (on behalf of the City) prepared by other consultants before they are submitted to the resource agencies. Jason created a centralized database for the City of Carlsbad to access, share, and update project files. Within the database, Jason created a web map that displayed data for each individual mitigation site. City of Carlsbad, Preserve Steward, San Diego County, CA. Senior GIS Analyst. ESA’s staff have served as the Preserve Steward for the City of Carlsbad since 2012, in an effort to maintain a healthy and thriving preserve system. ESA’s main responsibilities include oversight of the City’s preserve system, coordination with the City’s Preserve Manager and multiple stakeholders (City staff from multiple departments, resource agencies, preserve managers, special-interest groups, and the general public), and ensuring compliance with the Multiple Habitat Conservation Program. Jason provided GIS Analysis and web maps for field teams to access in the field. Environmental Science Associates esassoc.com Attachment B:Costs ESA Labor Detail and Expense Summary Employee Names Labor Category Technical Advisor Margarita Jerabek Project Manager Shannon Papin Historian A Historian B GIS Publications Editing Antonette Hrycyk Valerie Smith Chance Scott Aaron Guzman Megan Rhode Senior Principal Consultant 1 Managing Consultant 3 $223 Associate Consultant 2 $141 Associate Consultant 3 $153 Associate Consultant 1 $128 Senior Consultant 1 $142 Associate Consultant 2 $141 Total Hours Labor Price Task #Task Name/Description $250 - 14.00 4.00 $ $ $ $ $ $ $ $ $ $ $ $ - 2,250 728 1 Project Intiation 4 2 6 4 2 Kick-Off Meeting 2 3 Conduct Research 2 2 8 30 40 80 40 4 30 4 2 8 74.00 84.00 168.00 70.00 8.00 11,616 13,360 30,144 11,824 1,456 10,660 7,852 3,758 2,748 4 Context Statement (Draft) Fieldwork 16 80 20 4 12 12 5 6 Analysis 2 2 8 7 Update Meetings 8 Final Evaluation and Documentation (including DPRs) Prepare a Draft Final Report Wrap Up Meeting and Final Report Presentation of Findings 8 16 22 14 10 40 66.00 50.00 22.00 16.00 576 9 10 8 2 8 8 10 11 6 Total Hours 8 2,000 1.4% 2.0% 166 37,018 264 37,224 78 11,934 20 2,560 20 2,840 3.5% 2.8% 20 2,820Total Labor Costs $$$$$$$$96,396 Percent of Effort - Labor Hours Only Percent of Effort - Total Project Cost 28.8% 37.0% 45.8% 37.2% 13.5% 11.9% 3.5% 2.6% 3.5% 2.8% 100.0% 96.4% PROJECT COST ESTIMATE SUMMARY TABLE Attachment A Cost Proposal: ESA Non-Labor Expenses Summary ESA Labor Cost $ $ 96,396 -ESA Labor Technology and Data Management Fee ESA Non-Labor Expenses Reimbursable ExpensesReimbursable Expenses (see Attachment A for detail) ESA Equipment Usage (see Attachment A for detail) Subtotal ESA Non-Labor Expenses $ $ $ 3,565 -Project Supplies $- 3,565 Printing/Reproduction $ $ $ $ $ $ $ $ $ $ $ $ $ - Document and Map Reproductions (CD + Digital Photo)-Subconsultant Costs (see Attachment B for detail) PROJECT TOTAL $ $ -Postage and Deliveries - 600 - 99,961 Mileage Vehicle Rental Lodging 1,200 -Airfare Other Travel Related - Historic Aerials 100 1,200 - Per Diem - Subtotal Reimbursable Expenses 3,100 46515% Fee on Reimbursable Expenses Total Reimbursable Expenses $3,565 Attachment C:Sample Insuranceand Licenses ENVISCI-05 MCCOWANA DATE (MM/DD/YYYY) 11/29/2023CERTIFICATE OF LIABILITY INSURANCE THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). License # 0E67768 CONTACT Ali SmithPRODUCERNAME: IOA Insurance Services 3636 Nobel Drive Suite 410 PHONE FAX (A/C, No):(619) 788-5795 50206 Ali.Smith@ioausa.com (619) 574-6288(A/C, No, Ext): E-MAILADDRESS:San Diego, CA 92122 INSURER(S) AFFORDING COVERAGE NAIC # RLI Insurance Company Crum & Forster Specialty Insurance Company 44520 13056INSURER A : INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : INSURED Environmental Science Associates 5309 Shilshole Ave. NW #200 Seattle, WA 98107 COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR ADDL SUBR INSD WVD POLICY EFF POLICY EXPTYPE OF INSURANCE POLICY NUMBER LIMITS(MM/DD/YYYY) (MM/DD/YYYY) A X 2,000,000 1,000,000 10,000 COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE DAMAGE TO RENTED $ X PSB0007416 12/1/2023 12/1/2024CLAIMS-MADE OCCUR PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE $ $ $ $ $ $ $ $ $ $ $ $ $ $ X X Cont Liab/Sev of Int XEU/BFPD 2,000,000 4,000,000 4,000,000 0 GEN'L AGGREGATE LIMIT APPLIES PER: X PRO-POLICY OTHER: LOC PRODUCTS - COMP/OP AGGJECT Incl Water Craft Liability Ded A COMBINED SINGLE LIMIT 1,000,000AUTOMOBILE LIABILITY (Ea accident) X PSA0002468 12/1/2023 12/1/2024 BODILY INJURY (Per person)ANY AUTO OWNED SCHEDULEDAUTOS ONLY HIRED AUTOS BODILY INJURY (Per accident) PROPERTY DAMAGENON-OWNEDAUTOS ONLY Comp Ded $1,000 AUTOS ONLY (Per accident) X X X Coll Ded $1,000 A A X 10,000,000 10,000,000 UMBRELLA LIAB EXCESS LIAB OCCUR EACH OCCURRENCE AGGREGATEPSE0004550 PSW0004135 12/1/2023 12/1/2024 12/1/2023 12/1/2024 CLAIMS-MADE X 0DEDRETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY X PER STATUTE OTH- ERY / N 1,000,000 1,000,000 1,000,000 8,000,000 8,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ $ $ OFFICER/MEMBER EXCLUDED?N / A (Mandatory in NH)E.L. DISEASE - EA EMPLOYEE E.L. DISEASE - POLICY LIMIT If yes, describe under DESCRIPTION OF OPERATIONS below B Prof Liab/Ded. $50K B Poll Liab/Ded. $50K PKC114779 PKC114779 12/1/2023 12/1/2024 Per Claim 12/1/2023 12/1/2024 Aggregate DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)PROOF OF INSURANCE - This coverage applies to insureds interest only in the Joint Venture: ESA+Orion Joint Venture. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE FOR YOUR REFERENCE ONLY ACORD 25 (2016/03)© 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD July 31, 2024 Ms. Nancy Huynh City of Lake Elsinore Community Development Department 130 South Main Street Lake Elsinore, California 92530 RE: Professional Services for a Historic Resources Inventory Update and an Associated Historic Context Statement Dear Ms. Huynh, Environmental Science Associates (ESA) appreciates the opportunity to submit an updated budget for the proposal to prepare a historic context statement and to conduct a citywide survey of historical resources for the City of Lake Elsi- nore. We understand the City wishes to update previous historic resource inventories completed in 1983 and 1991, and to identify any buildings or structures potentially eligible for listing on the National Register of Historic Places, on the California Register of Historical Resources, and as California Points of Historic Interest, Riverside County Historical Land- marks, and Local Historic Landmarks. The updated historical resources inventory and associated comprehensive report would assist in supporting the City’s preservation goals, including streamlining the application processes for redevelop- ment, alterations, and demolition, benefiting both City staff and property owners and project applicants. The attached revised budget reflects our current 2024 rates, as well as a now required contingency. The only clarification to the scope is an addition to an assumption on page 12 which read as follows: If there are significant properties that the City wishes to have surveyed that are not able to be surveyed from the public right-of-way, the City will be responsible for coordinating access for ESA to survey the property. This is limited to up to three potential districts (i.e. ranch, farm property, school campus with multiple buildings etc.) and five individual resources. Please contact Project Manager Shannon L. Papin at (505) 231.0285 or spapin@esassoc.com with your questions or com- ments regarding our proposal. Thank you for your time and consideration. Sincerely, Shannon L. Papin Architectural History Program Manager, Southern California 1 Environmental Science Associates esassoc.com ESA LABOR COST EXPENSES Project Name Here TOTAL PROJECT COSTTotal Expense ($) AmountESA Total Hours Total ESA Labor Cost Task # Task Name/Description 1.1 1.2 1.3 1.4 2.1 2.2 2.3 3.1 3.2 3.3 3.4 Project Initiation 16.00 $ $ $ $ $ $ $ $ $ $ $ $ 3,394 836 $ $ $ $ $ $ $ $ $ $ $ $ -$ $ $ $ $ $ $ $ $ $ $ $ 3,394 Kick-off Meeting 4.00 74.00 82.00 168.00 68.00 8.00 -836 13,790 15,118 38,654 13,180 1,672 Conduct Research 13,675 15,118 35,204 13,180 1,672 115 Context Statement - Draft Fieldwork - 3,450 Analysis - Update Meetings - Final Evaluation and Documentation (List and DPRs) Prepare a Draft Final Report Wrap Up Meeting and Final Report Presentation of Findings Total Hours 66.00 50.00 24.00 16.00 576.00 12,100 9,259 -12,100 9,259- 4,868 - - 4,868 3,196 3,196 112,501 3,565 116,066 Total ($) Amount PROJECT COST ESTIMATE SUMMARY TABLE ESA Labor $107,144 $5,357 Annual Rate Escalation Allowance Contingency Technology and Data Management Fee ESA Labor Amount $112,501 ESA Non-Labor Expenses Reimbursable Expenses (see Attachment A for detail) ESA Equipment Usage (see Attachment A for detail) $3,565 Subtotal ESA Non-Labor Expenses $3,565 Subconsultant Costs PROJECT TOTAL $116,066 Page 1Confidential