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HomeMy WebLinkAboutCHATTEL, INC.J14SURANCE NOT ON FILE ,NORK MAY NOT PROCEED CLERK OF COUNCIL N-2020-157 DATE: CONSULTANT AGREEMENT I� G4lLk.egv-�� HIS AG EMENT made and entered into this 15`h day of September, 2020, by and between CHATTEL, INC., a California Corporation (hereinafter "Consultant"), and the CITY OF SANTA ANA, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (hereinafter "City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of historic resources, Historic Properties and Mills Act applications. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall provide various historic resources for the City of Santa Ana services upon request of the Executive Director of the Planning and Building Agency, as set forth in the Proposal dated September 14, 2020, attached hereto and incorporated herein as Exhibit A. Consultant shall deliver to City all work product resulting from the services provided. Said work product shall be submitted in a hard copy and in a form compatible with City's computer system, as agreed between the Executive Director and Consultant. In regard to copyrightable material produced as a deliverable under this Agreement, including but not limited to books, reports, plans, photographs, drawings and computer programs, Consultant agrees and shall ensure that all of Consultant's affected officers, employees, agents, contractors, and volunteer workers agree that (a) other such material may not be copyrighted without prior review from the City, and (b) the authors of all such material, whether copyrighted or not, award to the City, and to its officers, agents and employees acting within the scope of their official duties, as a condition of payment to the Consultant, a royalty - free, nonexclusive, irrevocable license throughout the world for governmental purposes to disclose, publish, translate, reproduce, and use such materials. Iuuoll?ppu st sanlleluosaadaa pue saga;union `slua210 `saa,folduza `saaotgjo sl? `dI?D oql amuu (u) Bugs ooutansui eons •oltiiaaS8u oq; ui 000`000`Z$ pT1e `oouaaan000 aad 000`000`i$3o lunomu Idol aqI ul `aiturep ,C;zadoad put `utoz3aaagl guillnsaa q;eap Ou?pniaui ,Canfui ieuosaad pue Sl!poq o; Ou?,ilddt a.0taanoa l?uIA 313uls :3uimollo3 oql uutp ssol lou oq jjugs aouuznsui 3o slunoum agI saiotgan Suln?onul sloe `uo?;t;?unl;noq;?m 2uTpnloui `luoutaaa2v sigl jo oouuuuojaad ag; uI suoguaado s jut;InsuoD jo ;no Suistau oouaaan000 ao lou ,Cut wog Oui;Insaa `,flaadozd o; a2uump put, tuoz3aaagl Oulllnsaz gluap �uipniou? `,f.Inful luuosaad put Xl?poq tuoa3 Suislau swiulo IsuimBu uollooload of polttu?I oq Iou Inq `opnjoui Ilugs goigm aouuansui ,flll?gill IeaauoO Iuloaaunuoo u?elumlu hugs Iuu;InsuOD •oouuansuI dl1I?0.e1I luaauarJ IulozaunuoD u :moloq pogposap su oautansui urelu?uut put, u?ulgo of Sau jt `saoloualuoogns sl? aambaa llugs put utt,lu?uuI Iltgs luullnsuoa `Iuautaaa5V sill; aapun 3Iaom 3o oouumzo3aod Suialtlaapun of ao?ad jDK HfISNII S •soxtl Ouiplogglim aiquollddt Ile zo3 olgtsuodsaz aq l[ugs puu saa,fo?duta of 5uilulaz Saxe; aulitu?s put, ooutmsul luatudoldutaun `saxul dllanoas Itloos s,aa,folduaa `sa3em put sa?aulus Ilu dtd Iltgs luullnsuoD •saoinaas guns fuluaan03 suoilujn2aa put spaupuels alquollddu JIB ql?m lualsisuoo aauuuul t ul pap?nozd aq l?egs luullnsuoo ,iq papinoad oq o; sooinaas ag; `aanamog `;uaulaaaSV sig13o za;luuz;oafgns agI oat, golgm saoinaas aql suxao3aad Iuullnsuoj goim ialosuugmo; ao `d?gsuoiltiaa aanluan;ulof u `digsuol;tlaz aa,foiduza-aa,foidma uu oluaao of ponalsuoo aq I? Ilugs aou popualu?;ou si luauzaoBV sigI •,CIID a pjo aafoldwo uu;ou put ao;auz;uoa;uopuodopu? uu aq of panalsuoo oq `IuautaazOV sigl3o ulna; oaquo agl Ouunp `lltgs;uullnsuoD HO.LDVH LKOD ,LN?rdQN adIIQNII T •,fauaolly ,SIID oq; put, aaftueIN ,fI?D agl dq palnoaxo Ouiliane u uodn popuolxo aq S-ew luauzaaaOV slgl jo utzay agZ •molaq `suoisinoad gllm oouepa000t ui aailata poluuluual ssolan `OZOZ `I£ aagtuaaag uo aluututaa; puu anoqu ualllam Iszg altp 3111 uo aouautulO hugs IuanlaaBV s?q,l, Y 2UL '£ •,CI?D fq poloadxa oq ,Clgeuostaa ,fuut golgm slu;Ioag oql ui glzoj las oouuuuo3aad jo spsepuels aqI laom o; sl?e3 goigm Nzom aoi opuut aq lou paau luowxtd •saanp000ad Ouilun000e ,f;?D ol;oafgns `pauuo3aad laom �iuiouap?na ao?onul aadozd jo ldiaoaa i?uimollo3 sfftp (0E) Xlalgl u?gly,k oputu oq Ilugs xllo xq Iuaul,ftd •q •Iuam3aa3V spli jo utaay agl 3uianp (000`S$) sauIIOQ putsnogZ an13 paaaxa;ou Ilegs Iuu;InsuoD ,Cq papinoadsoo?naas aoj. popuodxa oq of ums Iu;ol oql •g llq?gxg ut pail?luop? sa;Iatgo put, solm ag; `saatnaas slj aoj luotu,fed st Id000t of sow& luullnsuoD pup `,fed of saaa2e X110 •u NIOIJIVSN?MWO3 Z insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. c. Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim, subject to $1,000,000.00 aggregate. d. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved in form by the City Attorney. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. e. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 6. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the direct or indirect operations of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section I of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special nuV uluns 3o '�IIa ,CauadV BulPlmg Pun 3uluunld aolaaaiQ anilnooxg :ol saidoa M9-Lb9 (NL) :xud 886I-ZOLZ6 Va `uuV uluns 8861 xog 'O'd (0£-W) nztld DaJuaa alma OZ uuV nluns 3o (TID Ilounoa XIIa ag13o 3Iaala :SIIa o.L :suosaad Buimollo3 agl of `umoas sigl ul papinoad aauanua agl ui uollualunuauaoo oigdna8alol aaglo ao ollugsou3al3l Xq luos ao `pindaad a3nlsod `Ileac paTggioo ao ssulo Isar ,iq polluuz ao uosaad ui paaanilap 31 uan12 Xlaadoad oq of pamaap oq hugs pun gulllam ui oq Ilugs Juautaaa2V sigl of luunsand uoilnalunuauzoa aaglo ao `,(aanllap `pnuuaap `aapual `canoe ,(uV -luauzaaa$t7 sigl Dapun pagiaads saainaas 3o oounuuopod glim aauunua Am ui loilluoo pinom goigm `loon i ao laaaip `slsaaalul anug lou llugs pun slsaaalui ou suq XIluasaad Ii Iugl sluuuanoa luullnsuoa USfIV'Ia ISaH:IIMI AO 1311ANOD '8 'XIIa agl,iq pasolasip uoiluuuoJul oI aauaaa3aa Inogllm luullnsuoa aql ,iq padolanap Clluopuadopui si (a) ao `.mul 3o uolluaado Xq pasolasip oq of ponnbaa si (p) `•XIlluguopguoolo uoll7a8ilgo un Inogllm luullnsuoa agl jo uoissossod InjlgOia uI si (a) `aoanos alqullunu ,(loilgnd u uI pasolasip Juullnsuoa agl3o Ijnul ou q$noAP `si (q) `.saoanos alqullnnn Xloilgnd ui pasolasip uaaq sag (n) ingl uoilnuuojul ,(uu of ,flddu lou llugs aansolosipuou puu asn-uou jo suoilu$ilgo Oulo8aaoj oqs •luauzaaaBV sigl Xq PaDanoa si ,(land Daglo oql jo luo& ao/puu ,fanipisgns 6uu Xq ,(laud aaglia of pasolasip uoiluuuolui Iniluopguoa •sunauz aaglo ,(q ao `,(llnaluoaloolo `,illnnsin °,illeao paaaojsunal uollnuzaojui osln lnq `uoiluuzaojui ualliam ,(luo Iou sopnloui uoiluuuojul Iulluoptgwo •uolluuuojui ailgnduou Ile opnloui Iings ,UolluuuojUl IuiJuaptpoa„ •aaua alquuosuaa ungJ ssal Juana ou ui inq `aauulaodim on jo uoiluuuodul umo slI laaload of sosnll aauo jo a3a8ap cures agl osioaaxo of sa3a8u aaglanl puu `Iuauzaaa3V stgl jo oouuuuo3aad agl ui Idoaxo uoiluuuojui Bans osolosip ao asn lou llugs II Iugl saaa3u Iuullnsuoa `,(aulaiadoad ao/puu lulluopUuoo oq of poolsaapun flguuosuaa sl uolluuu03ul Bans 3o aanJuu agI of anp gaigm uollnu uo3zzl iJla agI uzoa3 saniaaaa luugnsuoa 3l X.LPIVIlt'ja( IANOa L •oulpaaaoad p2ol Am ui uoiluluasaadaa sli of Ioodsaa grim suoisiaap alquuosuaa Ile a)Inua ,(uua ,Ella 'IuauzaaAV slgl uaoa3 dulsire sloago Do `Io suuaJ oql jo uosuoa,iq sosim slg8u,(laadoad ao Iuuosaad of anp3ailaa olgnlinbo ao lulaipnf `uollnlilsaa `uoilusuadwoo lsnf `soOuump `,(.mful luuosaad Iugl 8ullaassu ao `Iuauzaaa'RV sigl jo XIipilun aql 8uiduallugo ,(laud paigl n ,(q uollou dun OuipanOaa `Xlla aqI Xq palaalos oq of lasunoo 20 Civic Center Plaza (M-20) P.O. Box 1988 Santa Ana, California 92702 Fax: (714) 647-5897 To Consultant: Robert Jay Chattel, AIA - President Chattel, Inc 13417 Ventura Boulevard Sherman Oaks, CA 91423 (818) 788-7954 Email: Robert@chattel.us A party may change its address by giving notice in writing to the other party. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by telefacsimile, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 10. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate either Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 11. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 12. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant 'lu0maaa3d sitp jo ,ipoq aqi ul gljo3 Ias XlltB3l su painaodaooul og hugs olaaaq pogoulin puu uiaaatl poouaaa3aa sltgnlxg IIV 'q 'umnaptplm sl ao xaoluu2ls otp Xq plag `ionj uT `lou si aamod ao Xluoginu Bons Imp luana oip ui f11a of so&urep ao salanful Xuu ao3 `saol s,Xouaollu pun sisoo olgnuosum Outpnloul `Xlln3 X11a �pumapul hulls puu `luamaaa?V snp jo smaal agl jo govo of salland anllaodsaa atagl pulq of iqi�la pun /11poginu `aamod Dill sug molaqulaaag aaninuOls sil Iugi siunaaum pun sluosaadaa pou�ilsaapun Haug 'u SNOISIAOUd Sflog_KV`lrll SIY1i 91 'lu3utaaa3V slgi3o uolluunmal aoj osnuo aq hugs S1111gnut plus 'suopdmaxa puu `saanlnm `slnAoaddn `sasuaall `sllmaad dons uiulutum ao ululgo of Xllllquul sll3o Sullum ul pun XIolnlpammi f,1ID 3q1 xnou llugs lunllnsuoo 'satoua;lu IBIuauauaanoO aaglo Iln puu nuV uluus 3o X11D oqi `nivaolllnD3o aluls aql `solids pa11ufl agl3o suollupt$aa puu smut oqI ,iq paalnbaa pun aapunaaaq saalnaas agl3o uolslnoad agi ao3 Xauss000u suolldmaxo puu `saanlnm `slnnoaddn `slluuod `sasuaall S nss000u IIu ulululnm `luomaaaOV slgl jo uuol oqi lnoq$noagl `hugs luuilnsuoD SJSNHDl'I'IvNOISS2taOHd 'Si 'ivamaaAV slg13o uosuaa Xq ao g11m uopoauuoo ul `3o ino aslau ao itlOnoaq aq dum iugi 3ulpa3ooad ao uopm Xuu xo3 anuaA agl oq llugs `uluao3llua `Alunoa afunao Iugl aaaOn aatpanj salland glog 'uluao3lluo 3o alulS agl jo smul agl ,iq pauaaAo$ puu paalmaalop oq lings ItiomoojOV slgl3o sasnnla agl jo Xuudo ivamaoaojuo puu aounmaoj.Tad `uolluiaadaaiul `X11PIInA agl pun nluao3lluD 3o 01131S aqI ul paaaAllap pun palnooxo uaaq suq luamaajOV slgs WIAIdA - NIOILDIQSIRM 'bi 'suollulnilaa puu smul luool puu alms `Iuaopa3 olquailddn Iln gllm ,fldmoo hugs pun aoSoldma dllunlaoddo Innbo uu sl 111u p suutgjt iunllusuoa •soplAllou paiulaa i omSoldma aaglo ao uollnuluuai `uollomoad `uoliuzlllin `Buluinal `uollaalos `luamllnaoaa agl ul `mnl olquollddn Sq pollglgoad puu pougop se `,i11l1q7aslp ao `,ialsaoue `ul2lao luuopnu `a1u `uollbluolao Innxos `sniuls Inllauut `xos `uo1$ll3a `paaao `aoloo `omijo osnuoaq ollamuiposlp Iou llugs luuilnsuoD NolLV1NlwlI3SIQ '£I 'IuaTjaooA d slgl jo slulloo-d agl ul pagloods oouumaglaad 3o panpuuis oql laotu of slln3 golgm laom aoj opum oq lou paou luouiSud -q 'ainudoaddu swoop XI!D oql su sosodand Bans ao33oaaagl osn s,f4lD oql of sluasuoo iuugnsuoD pun `mul Xq pollglgoad ssolun AIID agi3o ,Claadoad atp aq Iings lonpoad laom Bans osm Bans ul puu `olup Bans 3o su pololdmoo ionpoad 31aom Ilu X11D agl oI aanllap of luullnsuoD aatnboa Xnm aoioox!G anlinooxg agl `luouuind Bans 3o uolilpuoo n sv 'u :suolllpuoo 5ulm01103 agi of loafgns uotiuuluualio oopou Bans jo idlaoaa of aolad IuullnsuoD Sq pamaolaad saalnaas Iln ao3 uopusuodmoo N-2020-157 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA ANA DAISY GOMEZ TINE RIDG Clerk of the Council City Manager APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: �el � C. Lisa Storck Assistant City Attorney CONSULTANT RECOMMEND APPROVAL: ,6&6&.tC6 cx e Robert Jay Magel, AI- 0 President MINH THAI Executive Director Planning & Building Agency s •laueyo MMM;e sn;noge aaow peaj eseald •lesodad sly} ul papnpul aje saagwew m wea; la }o sa!ydea6olq;au9 �eaA;sel sa!ao;s ssaoons;o saeaA 9Z pa;ejgalao -oul 'laueyo ajn}oa;lyae ouo}s!4 pue /bo;sly lean}oa;!ywe `Aao;s!y u! (y xlpuaddy ' L9 Ped WO 90 spJepue;s suol;eo;Ileno leuolssa;ad s,Joua;ul ay;}o tie;ajoeS ay} 6ul;aaw sleuolssa;ad;o pesudwoo •sa;e;s pa;lug uia;saM ay;;nogbnaq; s;uapo ;slsse aM 'aolo sala6uy sod ono wad sa!adad ouo;sly o; sa6ueyo and;eaJo analyoe pue Ma!naJ ;oefoid ou!lweai;s o; eouauadxo pue sll!� S 04; aney aM pue 'xaldwoo eq ueo s;oefad;uewdolanap 6u!punaans plioM Ajo;eln6aa a41 •s}oea;uoo;oy sll!vy pue s;lpajo xe; se qons sanl;uaoul leloueu!} cE ainoas pue 'uol;emosaid a!ay; jo; ueld 'saoinosai A;lunwwoo;ue}iodw! A;l;uepl siauMo Auadad pue 'sdna6 iaplogoNe;s 'sa!oua6e }uawwano6 dlay aM •es!woadwoo pue snsuesuoo pieMo; Alan!;oaJJa M NioM o; A;!llge ay; pue Mel uogemasaid pue le;uewuonnua ul bulpuna6 punos a osle;nq 'es!}ladxe leuo!ssajad Aluo;ou sannbai saanosa leouo;s!y uo s}oaga bulssessy'plioM leap a ul anp am;e4; azlubooai;nq 'uol;enJasajd alglsuodsaa o; paulwwoo si siauueld pue'sueuo;s!4 's;oa;lgae }o gels ino sepedoid ouo;s!y jo; suol;nlos 99pinad;e4; wig bu!;lnsuoo a sl (19)je4O) -oul 'IaAe4O uol; Pa •seo!njas asaq; sessedwooua NjoM }o adoos 6uimolloj a41 jagoloo ul uo!sslwwoo saojnose�j ouo}sIH aq} o; suopo!ldde asa4;;uasaid o; spua;ul A;lo ay;;eq; spue;siapun laue40 ;oei;uoo aq; }o s;!wll ay; o; do 's!seq sleua;ew-pue-aw!} 's!seq popaau-se ue uo 4ons apinad ll!M laue4o 'uoge;lnsuoo uol}enjasaid ouo;sly peua6 ao} paeu sey A4l0 ay;;l •suol;eolldde pa;aldwoo }o MalnaJ iaad pue A;IIIq!b!lo }o s;uawssesse Aieu!w!laid apinad II!m Iaue40 'Alleog!oadS -suogeo!ldde a41;o uaAala y;!M aoue;s!sse saimbei pue suol;eolldde;oy slllW pue sa!}jadad leouo;s!H;o aa}s!baa euy e;ueS;o jegwnu abiel a 6u!ss000id AguaLno s! A4!0 ay;;e4} poo;siepun s! }I (A;l0) euy e;ueS }o A410 ay; jo; seowas buglnsuoo uogemesaid ouo;s!4 jo; lesodad sly; ap!noid o; paseeld aie am :zawoE) -in jeaa saoinaaS bul;lnsuoo uol;enJasaad olao;slH 10; lesodOJd :a�j WLZ6 VO 'euy e}ueS OZ-W 'ezeld Ja;uaO oIAIO OZ euy e;ueS;o 40 AouabV bu!plln8 pue buluueld Jauueld Jo!uaS 'uueOON aluele" •slnl (6i0-eue-a;ues@nzawoE)d IIVW3 VIT OZOZ 'b l iagwa;deS s;uolInsuOD uo!{oAuasaJd afJo+sfH I •Oluf 'faµo43 \_J Mr. Pedro Gomez, City of Santa Ana September 14, 2020 Page 2 Scope of Services Task 1 Eligibility Assessment Chattel will recommend the eligibility or non -eligibility of eleven properties for whom applications for listing in the Santa Ana Register of Historical Properties and award of a Mills Act contract have been received by the City. If Chattel recommends eligibility, the appropriate categorization of "Landmark," "Key," or "Contributive" will also be proposed. The City will provide photographs, background research, and initial determination of eligibility. As time permits and according to need, Chattel may supplement the City's research or may request that additional research be completed by the City, on a case -by -case basis. All recommendations for eligibility and categorization will be based on the criteria specified in Chapter 30 of the City's Municipal Code. Deliverable: • Brief memorandum summarizing recommendations for eligibility or non -eligibility and appropriate categorization and the reasons for those recommendations for eleven properties. The memo will be submitted to the City within five business days of receipt of completed research and photography. Task 2 Review of Santa Register of Historical Properties Templates (DPRs) Chattel will provide peer review of templates (DPRs) for up to eleven properties applying for inclusion in the Santa Ana Register. The City will provide the completed templates in MS Word. Chattel will review the templates in MS Word "Track Changes" and will leave comments in the files, as appropriate. Chattel's review will be focused on ensuring that the templates satisfy the State of California Office of Historic Preservation (OHP) Instructions for Recording Historical Resources and other professional standards. The Chattel reviewer will satisfy the Secretary of the Interior's Professional Qualification Standards, in accordance with OHP requirements. Deliverable: • Review of up to eleven Santa Ana Register templates, with edits and comments provided in electronic format ("Track Changes"). Task 3 As -Needed Historic Preservation Consultation If hours and budget are available, and if requested by Staff, Chattel is available to provide guidance of qualified historic preservation professionals on a variety of issues. These issues may include (but are not limited to): determinations of eligibility of applicants to the Santa Ana Register of Historical Properties; assistance with the application of the Secretary of the Interior's Standards for Rehabilitation for preparation of staff reports; and guidance in the implementation of the City's Mills Act program. Deliverable: • To be determined on an as -needed basis The Consultant is available to begin work immediately, with the understanding that the completed templates will be required in early October, leaving sufficient time for the applications to be included on the October 22, 2020 agenda of the Historic Preservation Commission. Requested Items In order to facilitate our work, we request clear copies of the following documents: 1. Address and neighborhood location of each of the eleven properties in question. •001Jou uaUIJM 6ulp!noid Aq;uaweeift slgl aleulwaa; stew Aped aagll3 ,;unowe aellop paseaaoul ao/pue �aoM leuol;lppe gons aol ap!noid of buguM ul pal}!pow aq IIIM;ueweeibe slg; 'anoge pale;s lunowe lelol ag; paaoxa golgM pa;senbei we seowas leuoll!ppe 11 •panlaoaa s!;uewAed 11;un dots ppM NjoM'80lonul ue to uoge;uasaad to sAep 00 ulgl!M panla0aa;ou sl;uawAed aleldwoo 11 'SAep Og ulgllM sa0!onul to luowAed aambei aM 'sseulsnq Ilews a sy -Alg;uow II!q ll!m OM Ob$ uaa;ul 96$ 1 a;eloossy 96$ 11 a;eloossy 96$ 11 a;eloossy 46$ a;eloossy aolues 96$ aauueld Iedlouud 041,$ ale!oossy led!oulad 6uglnsuoo 091,$ eleloossy led!ouud 066$ loal!goaV uollenaasaad/ledlouud a;eb T Ian ue!wnolaNlnl �aaeN 1ennN uellslagQ-u!nly aan6ele9 !IaIV a;IgM elnl!o 6aog6unok slaN olaol !p !ls!ago '01gd IloaaeC),p uesns uuewnaH 0118al la14ego }aago2j auaeN selell le lo!unw alnpayos aad •lemosiad ao salea bulo6aaol ag; ul sa6uego Rue to aouenpe ul paglpou aq IIIM nok •slua!lo ledlolunw aol sa;ea Apnog peonpai eql le slenp!nlpul 6ulMopol eq; azllgn IIIM aM -;unowe aellop paseaaoul ao/pue NioM leuoglppe gons ao; ap!noid of builpm ui palllpow aq II!M;uawaaa6e slgl 'anoge pa;e;s lunowe lelol agl paaoxa go!gM palsanbei aae seowas leuo!;Ippe 11 •(s) bulleew uolss!wwo0 seoinose8 ouo;slH ag; le aouepualle apnloul lou seop lioM to edoos aql 'paleldwaluoo cue s;!sln al!s ON •Malnaa do;Nsop a aq ll!M s!gl :suo!ldwnsse leuolllppe asegl sloellaa osle lioMlo adoos pagposep ag; aol lobpnq eql 00'0009$ -lV101 (-ow!; ssal aa!nbaa Z ao 6 sNsel}! paseaaoul Aew lobpn8,) x0•04 $ uo!;ellnsuoo uol;enaasaad 01JolslH papaaN-sy 9 Msel 00'9LVZ$ saleldwal to Malna>d Z MSel 00'9Lt,Z$ luawssessy Alll!q!6113 4 MSel •snnollol se Isel aad salewl;so Aq uMop uaIoaq 'seowes 6ulllnsuoo saoanosei opols!q eq; aol posodoid sl 000'9$ to lsoo paaoxa ol;ou y ;sow- d Apo aq; Aq polaldwoo saleldwal llea0 •g 'algel!ene 11 Igoaeasaa baeaq!I euy a;uesao (•ola'snsueo leaapal'sauoloaa!p Alp) e;ep woo-aGlsaouy'waol uolleolldde ;ueolldde paumo agl to d0d a se qons '4adoid goea o;;uenalaa g0aeasaa aaq;o Auy .j7 Rlaadoid goea aol spaeo l!w ed bu!ppq lie to sa!doo •g -algeaalaad aae Alaadoid goea to 'luoal ul Alloaa!p pue senb!lgo 'sMaln g }seel IV -sallaadoid uanala eql to sgdei6ologd -Z E a6ed OZOZ'VLaagweldas euy elues;o illl!o'zowoo apad 'jW Mr. Pedro Gomez, City of Santa Ana September 14, 2020 Page 4 Consultant and client shall indemnify, defend, and hold the other harmless from and against all claims, costs, demands, liabilities, expenses, damages and losses (including without limitation attorney fees) arising out of or in connection with the negligent performance of the services described in, or breach of, this agreement, by the indemnifying party. This proposal is valid for 30 days. If this proposal and agreement are acceptable, please have the appropriate party complete the document below and return an original signed copy or provide an alternative agreement for our signature. Should you have questions, please call (818) 788-7954. Very truly yours, CHATTEL, INC. 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Susan has managed preparation of over twenty EIRs, and numerous Negative Declaration and Mitigated Negative Declaration documents. She is experienced in preparing EIRs for controversial projects and for projects where development and evaluation of a range of alternatives is key to clarifying environmental issues facing decision -makers. Examples of such projects include Central Area New Learning Center #1 (Ambassador Hotel site, cultural resources section) for Los Angeles Unified School District and the Rancho Malibu Hotel project in the City of Malibu. Susan managed preparation of a focused EIR for a highly controversial project in the City of Beverly Hills, the Chateau Arnaz project, which dealt both with historic issues and the development of alternatives. She also contributes to projects involving formulation of preservation policy: for the City of Carmel, she participated in drafting the historic preservation ordinance; and for Mare Island in Vallejo, she helped prepare Historic Resources Project Guidelines. Susan holds Ph.D. and M.PI. degrees in Urban and Regional Planning from USC and a B.A. in Experimental Psychology from UC Santa Barbara. She has provided customized CEQA training for cities of Beverly Hills, Los Angeles, Santa Clarita and Santa Paula, as well as for the Planner's Institute. She served for seven years as part-time faculty for Schools of Public Administration and Urban and Regional Planning at USC where she taught courses on policy analysis, urban economics, transportation planning, and urban studies. Susan also served as Adjunct Faculty for Troy State University's Master of Public Administration Program in the Pacific Theater, where she taught Intergovernmental Relations, Research Methods and Economics for Public Administrators. CHRISTINE DI IORIO, AICP Principal Planner/Architectural Historian Christi di lorio has over 28 years of experience as a planner working for various cities in California, most recently as project manager for the City of Millbrae where she managed and orchestrated special economic and development projects through the entitlement process. She has also worked as Community Development Director for City of Marina where she managed six divisions with an annual general fund budget of $10 million dollars; for the City of Carmel -By -The -Sea as Community Planning and Building Director; and for the City of La Quinta as Planning Manager. Early in her career, Christi was an Associate Planner for the City of Claremont. Christi holds a Bachelor's Degree from Colorado State University in Historic Preservation and a Master of Arts degree from University of California, Riverside in Historic Resources Management. She is certified by the American Institute of Certified Planners (AICP), and meets the Secretary of the Interior's Professional Qualifications Standards in History and Architectural History. •aGo;slH lean;oa;lyoaV ul spaepueaS suopepyyen0 feuorssajoid saoua;ul aualo ke;aaoa,3 ay; s;aaw e1n11O -6uluueld uogeAaasaad o; lea;ueo Apba leloos bul�lew pue 's6ulpllnq leu;snpul aawao} }o asnaa angdepe ay; 'aan;oa;lyoae ;slle;na9;o uogenaasaad;noge a;euolssed sl ayS -spooyaoggbjou ueolaawV-ue0u4V Alpofew ul saoanosaa olio;sly uo aney IIIM 111oedwl po;oa(oad au; pue '911-0'0100foad;e AIleoldloads ftl ool puelAielN 'aaowl;lee ul 6uluueld 6ulzls;g6la;o enbl;uo a sl slsay; s,aa;sew aaH •ewegely;ellgoNl ul aouaaapoo lNnJOd ,suolsslwwoO uogenaasaad;o aouelllV Ieuol;eN ay; pue)je o; dlysaeloyos;uapn;s a jo;ualdloaa ay; seM elAllO '960Z ul quewdlnba uol;ea;lg;ue;xa s;l bulpnloul;ueld;uaw;eaal aa;eM olplsaad ay; jo;uewssasse aoanosaa olio;sly a pa;onpuoo e1A110 'wa;ul aouelldwoO pue uogeAaasaad olao;slH s,olplsaad ay} sV •sbulMeap 000'9 JOA0 sule;uoo uogoapoo esoyM;oa;lyoae Ain;ueo-plw pool e 'aolAe1 y6nH10 aAlyoae au; ao; esege;ep le;161P a pa;eaao emilo 'uol;epuno3 uol;enaasaad epenaN ay;;e awl; aay bulanl] •ooslouea3 ues ul ism l olplsaad pue 'se6aA se l ul uol;epuno3 uol;enaasaad epenaN 'slnol •;S ul aolgo goaeasab uogeAaasaad au; ao} 6u1NaoM sapnloul plat; au; ul aouauadxa snolAaad aaH 'A;lsaanlufl slno-l;ules woa} salpn;S ueouawV ul •V•9 pue U. V W e splo4 e1A!1OI;lsaaAlun IlawoO woa; 6l uelao;slH lean;oe;!43aV / II ejupossV 311HM VIAIIO •spiepue;S s,aoaa;u/ jo Ade;aaoaS ay; y;1M eouelldwoo PUe `(bdHN);oV uogeAaasaad ouo;slH leuogeN '(V?Dgo)1oV A;IlenO le;uawuoalAu3 eluaodlleO `10V slllW 'aoueulpaO a6e;uaH lempnO salabuV so] ay; se eons 'suogeln6aa uol;emasaad olao;slq leaapa3 pue a;e;s 'pool poddns o; uol;e;uawnoop;o uol;eaedaad 'slsAleue Nsu pue;uawssasse uol;lpuoo leua;ew 'aaeM;;os SIJoaV gbnoay; uogeaao dew pue;umebeuew asege;ep leuogeoolo96 '6ul;lpadxa;lwaad 'MalAaa u6lsap 'aoueol;lu6ls olio;sly 10;uawssasse ul sezlleloads slaN -AeAjnS saoanosaa ouo;slH aP1M40 sala6uV so -I V-lAeAanS ao; ao;eulpa000 elpaw leloos ay; se Pancras pue 'saoanosaa ouo;sly o; s;oedwl legua;od pasodoad;ey; slaodab;oedwl le;uawuoalAu3 pannalAaa 'saoanosaa ouo}sly ao; s;lwaad paaealo pue paMalAaa 'wea6oad;oV slllW ay;;o;uawabeuew ul pa;slsse 'saseo uogeAaasaad ouo;sly s,A;IO ay; asiApe o; s}aodaa;;e;s a;oaM 'alnpegos bulaeay clay; a;eaao o; uolsslwwO0 a6e1laaH lean;lnO ay; q;iM po laoM 'wea6oad;uawnuoVy lean;lnO-ouo;slH ay; pa6euew aH -sae@A oM; aol saoanosaa ouo;slH;o a0140 6uluueld A;10 }o;uew;aedaa salabuV so-I;o A;1O ay;;e;ue;slsse 6uluueld ;uaw;ulodde Aoua6aawa ue pue aaNaoM leuoissa;oad;uapn;s a se pa�aoM osle slaN 'saoanosaa olio;sly bulpaebaa suoi;elnbaa a;e;s pue leaapaj }o a6palMou� a;ewl;ul pue';uawssesse a;e;so lean ao; uogeogllaao leaapa; 'uol;e;lpaaooe dV (133-1 'slsAleue apAo-adll lelaa;ew y;1M aouepGdxa paainbaa samias esayl •saoanosaa ouo;sly;oedwi p1noM;ey; s;oafoad yoeoadde o; Moy pue sepadoad alay; 6uge;plgeyaa pue buiziaay;eaM'6ulule;ulew ao; saogoead;seq uo saguoy;ne bulsnoq ollgnd asiApe o;;ue;lnsuoo a se paIaoM slaN 'saeaA xis aano ao3 •eluenlAsuuad ;o /I;lsaanlu0 ay; woa; uogeAaasaad ouo;slH ul -S-W a ao} slsay; sly bugaidwoo sl pue oluo;uV ueS 'sexal;o A;Isaanlufl ay; woa; uogeAaasaad olao;slH ul 91e011l1a9O saa;seW a sploy aH 'splald uogeAaasaad ouo}sly pue seolAaas uogoadsul lean;oa;lyoae ay; ul aouauadxa;o sae9A aulu aano seq 6aogbunoA slaN uelao;slH lean;oa;14oaV I a;epossy aoluas OHOSONnoA S-13N s;ue;lnsuoO uogeAaasaad ouo;slH I•oul 'la;;eyO Chattel, Inca Historic Preservation Consultants Aleli Balaguer Associate II / Planner Aleli holds a Master of Urban and Regional Planning with a concentration in Design and Development and a graduate certificate in Urban Humanities from UCLA, and a B.A. in Architecture and Minor in Social and Cultural Factors in Environmental Design from U.C. Berkeley. Aleli's professional experience includes junior designer at Rodriguez Associates Architects & Planners in San Diego, design intern at Jamboree Housing Corporation in Irvine, and preservation intern at Chattel prior to advancing as an Associate. During her time as a junior designer, Aleli worked on multi -family residential projects from schematic design through construction and completion, including architectural drafting, city submittal preparation and permitting. Working with Chattel, Aleli has drafted historic resource assessments and conformance reports, and completed surveys, construction monitoring reports, and significant space diagrams. In 2017, Aleli was selected as a Diversity Scholar by the National Trust for Historic Preservation to attend the 2017 PastForward Conference in Chicago, Illinois. At UCLA, her master's capstone project developed findings and recommendations on promoting culture and economic development through Business Improvement Districts in immigrant, ethnic neighborhoods. This project was a recipient of UCLA Urban Planning's capstone competition award. While at U.C. Berkeley, Aleli managed Maganda Magazine, a Filipino -American literary arts publication, as Editor -in -Chief, and served as Design Editor for The Daily Californian. Aleli is passionate about historic and cultural preservation in underrepresented communities, and the intersection of cultural heritage preservation with community resiliency through inclusive planning. ALVIN-CHRISTIAN NUVAL Associate I / Planner Alvin holds both a Master of Urban and Regional Planning with concentrations in Design and Development and Transportation Policy and Planning and a B.A. in Global Studies with a Minor in Education Studies from UCLA. Alvin's professional experience includes interning for Chattel prior to advancing as an Associate, working with cultural community -based organizations in Historic Filipinotown and Little Tokyo, and engaging in the production of events such as the Los Angeles Asian Pacific Film Festival and CicLAvia. At Chattel, Alvin has drafted historic resource assessments and historic context statements; conducted neighborhood and property research, field surveys, and DPR documentation; and produced graphics such as significant space diagrams and alteration maps to support various assessments and reports. In 2018, Alvin received a Student Scholarship to attend the National APIA Historic Preservation Forum in San Francisco, At UCLA, his master's capstone project focused on identifying ways to support teachers, educators, and parents in introducing urban planning topics to elementary school -aged children. For his work, he received a Shapiro Fellowship and was selected by the Lewis Center for Regional Policy Studies as a student grantee. Alvin is passionate about making urban planning concepts and ideas more accessible to people of all ages and sees good design as a way of connecting to people from different backgrounds.