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ASM AffiliatesProposal to Provide a City-Wide Historic Resources Survey Update City of La Quinta, Riverside County, California Due Date: February 4, 2022; 5:00 PM ADDRESS TO: Carlos Flores, Senior Planner Danny Castro, Design and Development Director City of La Quinta 78-495 Calle Tampico La Quinta, CA 92247-1504 cflores@laquinta.gov PREPARED BY: Shannon Davis, M.A., RPH, Director ASM Affiliates 20 N. Raymond Avenue, Suite 220 Pasadena, California 91103 sdavis@asmaffiliates.com February 4, 2022 Danny Castro, Design and Development Director City of La Quinta 78-495 Calle Tampico La Quinta, CA 92247-1504 Re: Request for Proposals to Conduct a Citywide Historic Resources Survey Update, City of La Quinta, Riverside County, California Mr. Castro, ASM Affiliates, Inc. (ASM) is pleased to respond to the Request for Proposals (RFP) to complete a citywide historic resources survey update for the City of La Quinta (City). We understand that the City seeks a historic preservation con sultant to update previously conducted historic resource surveys. ASM will work closely with City Planning staff, the La Quinta Historical Society, and La Quinta Museum to update the survey, identify and record potentially significant resources, perform evaluations of eligibility for the National Register of Historic Places (NRHP), California Register of Historic Resource, and local landmark eligibility, and review the City’s current procedures for reviewing landmark s and provide recommendations for codifying the process. All work will be conducted in conformance with federal, state, and local historic preservation standards and guidelines, including but not limited to the National Historic Preservation Act (NHPA), Secretary of the Interior’s (SOI) Standards for Archaeology and Historic Preservation, NRHP bulletin series, California Office of Historic Preservation (OHP) Instructions for Recording Historical Resources, as well as the City’s municipal ordinance. As Director of ASM’s Architectural History gro up, I lead a team of architectural historians and historians who all exceed the Secretary of the Interior’s (SOI’s) Professional Qualifications Standards and possess considerable relevant experience with contracts similar in size and scope for the City of Los Angeles, County of Los Angeles, City of Monrovia, City of Ontario, City of Chula Vista, City of West Hollywood, and City of Orange, among others. ASM is a full-service cultural resource management firm with more than 40 years of experience providing high-quality historical, architectural history, and archaeological consultation services. ASM is uniquely qualified to meet your project needs and prepare the required deliverables to the highest standard, on schedule, and within budget. With decades of expe rience performing the required services, our staff is confident that our expertise and technical approach will meet your project needs. We appreciate this opportunity and are excited at the prospect of working on this project with you . I will personally ensure that schedule requirements are met and that the final deliverables are of superior quality. This proposal includes a complete description of ASM’s qualifications and experience; description of our proposed team; our approach to delivering the required tasks of the RFP; and a proposed timeline for completing the project. A cost proposal is provided under separate cover. If you have any questions regarding our submission, please do not hesitate to call me at (760) 804-5757 or email me at sdavis@asmaffiliates.com. Respectfully, Shannon Davis, M.A., RPH Director, Architectural History TABLE OF CONTENTS Page COVER LETTER ...................................................................................................................................... i STATEMENT OF QUALIFICATIONS ................................................................................................. 1 PROJECT UNDERSTANDING AND APPROACH ........................................................................... 10 SCOPE OF WORK ................................................................................................................................ 11 SCHEDULE/TIMELINE ....................................................................................................................... 21 COST PROPOSAL ................................................................................................................................. 23 APPENDIX A - RESUMES.................................................................................................................... 24 STATEMENT OF QUALIFICATIONS ASM is exceptionally qualified to meet the needs of the City and conduct the requested services to the highest standard, on schedule, and within budget. With nearly 45 years of experience providing high -quality historical and cultural resource services to local, state, and federal agencies and private project proponents throughout the West. We have completed more than 5,500 studies related to architectural history, history, archaeology, and other specialized services. These studies include reconnaissance - and intensive-level historic property surveys, inventories, and evaluations; historic landmark/district identification; Historic Context Statement (HCS) development; NRHP and California Register of Historical Resources (CRHR) nominations; Historic American Buildings Surveys (HABS), Historic American Engineering Records (HAER), and Historic American Landscape Surveys (HALS); Mills Act program application and reviews; historic preservation trainings; and public outreach and management planning documents such as Integrated Cultural Resources Management Plans (ICRMPs), Historic Preservation Plans, and Historic Building Maintenance Plans for buildings and structures throughout California. Our team has demonstrated experience in research methods, in knowledge of local architectural history, in the preparation of historic assessment/evaluation reports and HCSs, and in the application of the SOI’s Treatment Standards. ASM has extensive experience conducting historical and cultural resource reports prepared for compliance with local ordinances, California Environmental Quality Act (CEQA), National Environmental Protection Act (NEPA), and National Historic Preservation Act (NHPA). Our team of Architectural Historians, Historians, and other Cultural Resource Specialists can provide considerable experience within the region and considerable experience with regards to the specific services required to successfully complete anticipated projects. By proposing a team of highly qualified individuals, we are ensuring the accuracy, timeliness, and quality of the delivered product, in accordance with the requirements of the proposed projects. All of the proposed personnel meet or exceed the SOI’s Qualifications Standards for their respective fields, including proposed PM, Ms. Shannon Davis, M.A., RPH, who exceeds the SOI’s Qualification Standards as an Architectural Historian and/or Historian. All proposed individuals have been selected based upon their history of providing similar services to public sector organizations, their overall qualifications and expertise, and their ability to accomplish the assigned work on time and within budget. ASM has conducted the types of projects that will be conducted for the City of La Quinta for other municipalities throughout southern California including the cities of Los Angeles, Pasadena, Monrovia, Ontario, La Cañada Flintridge, Glendale, Santa Monica, Whittier, Menifee, Fullerton, Santa Ana, Orange, San Diego, Carlsbad, Chula Vista, Encinitas, Temecula, and Vista and the counties of Riverside, San Bernardino, Los Angeles, and San Diego. As a result, our staff has experience working with different municipal departments, city staff, and public commissions, as well as members of these communities through our public outreach efforts, project meetings, and keeping project proponents abreast of project status. ASM has extensive experience with property types and architectural styles present in La Quinta, including numerous historic resource assessments and surveys for residential properties (including single-family, multi-family and entire neighborhoods), commercial, institutional, and recreational golf-courses and hotels. City of La Quinta Historic Survey Update | 1 We have surveyed and evaluated hundreds of mid -century Modern properties, Spanish Colonial revival, Minimal Traditional, Ranch, and other architectural styles. Key personnel for the proposed project team conducted a historic resources survey of 36 properties associated with architect Loch Crane in San Diego, preparation of a historic architectural context and a comprehensive list of circular Modern buildings in Oahu, a historic survey of the Mid -Century Modern Beckman Instruments Administration Building in Fullerton, an intensive-level survey to evaluate the Modern -style Lockheed Marine Terminal for listing in the CRHR, and a peer review of a County of Los Angeles Register of Landmarks and Historic Districts nomination for the Mid-Century Modern McLeod House. Additionally, ASM completed two large-scale historic surveys for the cities of Ontario and Monrovia that included intensive-level surveys, the development of HCSs, and public outreach efforts. As a result of an intensive-level survey of the Ontario International Airport (pictured) on behalf of the City of Ontario, our staff identified numerous buildings and structures that were documented and evaluated using California Department of Parks and Recreation (DPR) 523 forms in accordance with the California Office of Historic Preservation (OHP). Many of the buildings surveyed served as outstanding examples of the Mid-Century Modern architecture style that was widely used in aviation -related facilities both in the U.S. and internationally . Further, these buildings were constructed by an Ontario -based architectural firm that specialized in Mid-Century-Modern design and, in addition to the airport, were responsible for several Modernist buildings throughout the City including Ontario High School and the Ontario City Library. The City of Monrovia contracted with ASM to conduct an reconnaissance level survey for the city in order to identify historically significant themes unique to Monrovia and prepare a HCS to provide a framework for understanding and preserving the history of the region, as well as codifying and streamlining the identification of historic properties and establishing eligibility standards. Many of Monrovia’s civic buildings including City Hall, the Police Department, a number of churches, and several houses serve as excellent examples of the Mid-Century Modern style; these buildings reflect the changing cultural shift from traditional design to a more forward - looking American view that embraces technology and contemporary materials. The resulting HCS included an extensive list of property types, character-defining features, and registration requirements for both individually eligible properties and historic districts. Additionally, multiple historic districts were recommended in the HCS which was presented and accepted by the Monrovia City Council. ASM staff also conducting training sessions for City planning staff and the Historic Preservation Commission. Other examples include a HRR prepared in support of an EIR for the City of Santa Ana, for which ASM evaluated and recommended that the Santa Ana Elks Lodge was one of the best examples of Mid -Century Modernism in the City. In West Hollywood, ASM evaluated a Hollywood Regency single -family residence City of La Quinta Historic Survey Update | 2 that was once a good example of the style, but due to recent alterations no longer conveyed its historical significance. ASM recently completed an HRR for a contributing resource in the City of Los Angeles’s Windsor Park Historic Preservation Overlay Zone. The property owner hired ASM to confirm if the property had been moved to the parcel, and therefore should not be a contributing resource. Through historical research, ASM was able to confirm that the single-family residence had been relocated to the parcel, but in so doing discovered that it was an unknown work of master Modern architect Paul Revere Williams. The Prewar Modernism residence was part of the 1936 California H ouse and Garden Exhibition, and a building that was believed by scholars to have been demolished. ASM is currently working with the property owners to develop a renovation plan consistent with historic district design guidelines and the Treatment Standards. Our extensive work with and appreciation of the types of architecture that define La Quinta’s built environment (i.e., mid-residential buildings, recreational resources such as golf courses) make ASM an ideal candidate to aid the City in meeting its historic preservation needs. As our past performance history has repeatedly demonstrated, our business plan, organizational structure, capab ilities, experience, and project oversight allow us to provide services and products that invariably meet our clients’ specifications and needs, resulting in client satisfaction, regardless of the workload or complexity of the required tasks. With our depth of staff and decades of experience performing the required services, we are confident that our expertise and technical approach will meet the City’s historic needs. Project Team Shannon Davis, M.A., RPH PM/Architectural Historian and Historian Laura Taylor Kung, M.A. Architectural Historian Marilyn Novell, M.A Architectural Historian and Historian, With a highly experienced staff of nearly 70 Architectural Historians, Historians, Archaeologists, Cultural Resource Specialists, and GIS and Graphics Specialists, ASM has the education, skills, and experience necessary to successfully complete the project. Our senior technical staff exceed the SOI’s Professional Qualification Standards for their respective fields; our proposed team for this project, based in our Pasadena office, has considerable experience conducting historic surveys, contexts, and outreac h with the community. Proposed individuals have been selected based upon their history of providing similar services to public sector organizations and their overall qualifications and expertise. By proposing a team of highly qualified individuals, we are ensuring the accuracy, timeliness, and quality of the delivered product, in accordance with the requirements of the proposed project. More than 80% of this project will be conducted by our Senior Architectural Historians and PM/Director of Architectural History. In this way, ASM ensures the highest quality report and information for every property surveyed by allocating our most experienced senior-level staff to conduct the majority of this project. City of La Quinta Historic Survey Update | 3 Our qualified team is led by Ms. Shannon Davis, who brings more than 20 years of experience in the field of historic preservation and will serve as the Project Manager (PM) for this project. She has an M.A. in Historic Preservation/American Studies and a B.A. in American History and exceeds the SOI’s Professional Qualification Standards for Architectural Historian and Historian. As Director of ASM’s Architectural History/History department, Ms. Davis is well-versed in all aspects of reconnaissance- and intensive-level surveys, HCS development, evaluating buildings and structures for listing in federal, state, and local registers, and in applying the aspects of integrity to a given property. Prior to ASM, Ms. Davis worked for the NRHP for eight years as an H istorian and for the National Trust for Historic Preservation as their west-coast representative for heritage tourism. She has conducted multiple historic surveys and prepared numerous historic contexts, including an HCS and citywide historic resources sur vey for the City of Monrovia, an HCS and intensive-level survey of numerous buildings and structures within the ONT for the City of Ontario, a reconnaissance-survey and evaluation of the Altadena Highlands district in unincorporated Los Angeles County adjacent to the City of Pasadena, and an HCS and citywide historic survey for the City of Chula Vista. As PM under this contract, she will serve as the day -to-day contact person for the project and will be responsible for project oversight and quality control, as well as directing all aspects of the project including the historic research, field survey, and report preparation. Ms. Davis will present the project at all public meetings and review all deliverables. Ms. Davis will be assisted by Marilyn Novell, M.S., Laura Taylor Kung, M.A., and Laura Voisin George, M.A., who will serve as Architectural Historians under this contract. All three have extensive experience in historic preservation and architectural history consultation, including the develop of historic context to aid in the documentation and evaluation of historic properties through large-scale surveys. With a combined 33 years of historic preservation experience, they exceed the SOI’s Professional Qualification Standards for Architectural History as set forth in 36 CFR Part 61, Appendix A; Ms. Novell is also a qualified Historian. Their expertise includes the documentation and evaluation of historic resources on local, state, and federal levels. All have experience with HCSs for citywide resources surveys that included registration requirements on the local, state, and federal levels. They bring extensive experience in CEQA and Section 106 review; the preparation of NRHP nominations, Historic Resource Evaluation Reports (HRERs), HABS/HAER documentati on, and technical reports in support of EAs and EIRs, municipal ordinances and amendments; and interpretation projects. They have participated in public outreach for larger citywide projects including public meetings for citywide surveys similar to those requested in the RFP. Ms. Kung has been with ASM since 2017, specializes in residential and commercial twentieth -century architecture and recently prepared two local landmark nominations for I Magnin Department Store and Alpine Village. Ms. Novell has been with ASM since 2015 and has conducted specialized research in southern California mid -twentieth century Modern City of La Quinta Historic Survey Update | 4 architecture, cultural landscapes, vernacular, late nineteenth/early twentieth century high style civic, academic, and residential properties. Both will be responsible for archival research, field survey, and preparation of the report. Ms. Voisin George will serve as an alternate staff member if either Ms. Kung or Ms. Novell are not able to participate in the project for unforeseen reasons . Most recently, all three assisted Ms. Davis in a reconnaissance survey of historic resources for the City of Monrovia and preparation of an HCS, including conducting archival research and interviews of local experts, as well as participating in outreach meetings and presentation of results of the project to the public. As Architectural Historians on this project, they will conduct the historic research and survey, prepare all deliverables, and assist with public presentations. Additionally, Lisa Demarais, M.H.P., will serve as Associate Architectural Historian on this project. Ms. Demarais has a M.H.P. in Historic Preservation and a B.A. in History and will assist with public meetings, historic research, and survey. Sherri Andrews, M.A., J.D., RPA will serve as Quality Control Manager. With more than 20 years of experience in cultural resources management, she has experience in all aspects of project management, ranging from records searches and fieldwork to report writing and preparation. She has s erved as the QC Manager for ASM for the past five years and will be responsible for reviewing all deliverables prior to submission in order to ensure quality. The following table (Table 1) provides the names and disciplines of all staff to be assigned to this project, as well as their proposed roles. Full resumes for key staff are provided in Appendix A. Table 1. Staff Information Name Project Role Education % of Weekly Hrs Committed to the Project Shannon Davis PM/Director, Architectural History M.A./Historic Preservation B.A./American History 10-20% Marilyn Novell Senior Architectural Historian M.S./History of Architecture B.A./American Studies 20-50%* Laura Taylor Kung Senior Architectural Historian M.A./Historic Preservation Planning B.A./Art History 20-50%* Laura Voisin George Senior Architectural Historian (Alternate) M.A./Architectural History B.S./Planning and Development 0-20% Lisa Demarais Associate Architectural Historian M.H.P./Historic Preservation B.A./History 10-50% Sherri Andrews QC Manager J.D./Law M.A./Archaeology B.A./Anthropology 0-5% *Staff will commit the highest percentage of their time on weeks when surveys are conducted. City of La Quinta Historic Survey Update | 5 Project Experience With our depth of experience, ASM brings the necessary expertise as well as technical and professional skills to successfully complete this project. All team members meet the General Qualifications as outlined in the RFP, including exceeding the SOI’s Professional Qualification Standards in History and/or Architectural History. Additionally, they all have extensive experience in preparing HCSs, conducting historic property surveys, research methods, knowledge of local architectural histor y, assessments and evaluation reports, and the use of the SOI’s Standards for Treatment of Historic Properties. Table 2. Recent Relevant Experience (5 Years) Project Name Date and Location Relevance City of Monrovia HCS and Identification of Potential Historic Districts 2017-2018; Monrovia, Los Angeles County, CA Citywide reconnaissance survey of 6,870 parcels, preparation of full HCS with registration requirements for NRHP, CRHR, and local eligibility, identification of 14 historic districts; public meetings including information gathering, Historic Preservation Commission, and City Council; training for City staff on how to use the HCS report Ontario International Airport HCS, Intensive Survey and Video Documentary 2016-2017; Ontario, San Bernardino County, CA Intensive survey of 55 buildings and structures, preparation of full HCS with registration requirements for NRHP, CRHR, and local eligibility, identification of three historic districts and nine individually eligible buildings; public meetings with local preservation organizations; oral history training Altadena Historic Highlands Survey, Los Angeles County Historic Preservation On-Call, 2015-2022; Altadena, Los Angeles County, California Survey and evaluation of 45 residential buildings for local landmark eligibility; currently preparing Design Guidelines to accompany local landmark designation Short summaries of these relevant projects, as well as client reference information, are provided below. City of La Quinta Historic Survey Update | 6 City of Monrovia HCS and Identification of Potential Historic Districts, Los Angeles County, California ASM prepared an HCS and reconnaissance-level survey for the City of Monrovia, the fourth oldest city in Los Angeles County, in order to identify historically significant themes unique to Monrovia, as well as themes in the wider geographic area that might be exemplified by the City’s extant built environment. Further, this HCS will be used to provide a historical background for properties located within the City, as a framework for understanding and preserving the history of the region, for identifying associated property types, and for establishing eligibility standards. ASM Architectural Historians and Historians conducted archival research, provided public outreach opportunities for the City and the local Monrovia Old House Preservation Group, completed a reconnaissance-level survey of the entire City, and prepared and synthesized all findings in compliance with guidance from the NRHP and the California OHP for the final HCS. ASM also conducted initial public scoping meetings, me t with local interested parties, and concluded the project with trainings for City staff and the HPC. The HCS will codify and streamline the identification of historic properties in the future by listing property types, character -defining features, and registration requirements for both individually eligible properties and historic districts. Multiple historic districts were recommended in the Final HCS which was recently presented and accepted by the City Council. Client Information City of Monrovia Sheri Bermejo, Planning Division Manager 415 South Ivy Avenue Monrovia, California 91016 (626) 932-5539 sbermejo@ci.monrovia.ca.us Team Members Shannon Davis, PM/Senior Architectural Historian Sarah Stringer Bowsher, Senior Historian Marilyn Novell, Architectural Historian Laura Voisin George, Architectural Historian Laura Kung, Architectural Historian Sherri Andrews, Quality Assurance Value of Contract $64,100.60 City of La Quinta Historic Survey Update | 7 Ontario International Airport HCS, Intensive Survey and Video Documentary, San Bernardino County, California ASM prepared a themed HCS and conducted an intensive-level survey for the Ontario International Airport (ONT), on behalf of the City of Ontario, in order to provide a framework to evaluate commercial and military aviation-associated properties. In addition to the final HCS, ASM conducted oral history interviews and prepared a 10-minute video documentary. ASM conducted kick-off meetings with the City to finalize the work plan and completed archival research by reviewing all previously prepared studies including extant oral histories. An intensive-level survey was also completed documenting numerous buildings and structures including identification of the year-built date for each parcel in the project area. Each resource was documented and evaluated using DPR 523 forms in accordance with the California OHP. Draft DPR forms were submitted to the City and after receipt of comments ASM made minor revisions to the DPR 523A forms. Other tasks included collaboration with the City on procedures for conducting oral histories, completion of the video documentary, and preparation of a final report product with all elements of the project including Final Context Statement, survey records, and interview tran scriptions. The oral histories, to be archived at the Ontario Public Library, were conducted through interviews with five people associated with ONT, in collaboration with the local non-profit historic advocacy group, Ontario Heritage. This project received an Outstanding Environmental Resource Document Award in 2018 from the Association of Environmental Professionals. Client Information City of Ontario Diane Ayala, Senior Planner 303 East "B" Street Ontario, California 91764 (909) 395-2428 dayala@ontarioca.gov Team Members Shannon Davis, PM/Senior Architectural Historian Sarah Stringer Bowsher, Senior Historian Marilyn Novell, Architectural Historian Laura Voisin George, Architectural Historian Sherri Andrews, Quality Assurance Value of Contract $37,935.80 City of La Quinta Historic Survey Update | 8 Altadena Historic Highlands Survey, Los Angeles County Historic Preservation On -Call, Los Angeles County, California ASM served as a historic preservation consultant for the County through an on-call contract. Most recently, ASM completed a reconnaissance survey for the proposed Altadena Historic Highlands Historic District which included recommendations for district boundaries, period of significance, and preliminary estimates of contributing properties. ASM subsequently conducted an intensive survey of the district to fully document contributing resources and is currently preparing design standards and guidelines to provide guidance for alterations to the historic properties located within the historic district. Under this on-call contract, ASM reviewed and/or assisted with local landmark nominations for the County under their new County of Los Angeles Historic Preservation Ordinance Criteria for Designati on of Landmarks and Historic Districts. ASM prepared the first nomination under the ordinance for the Doumakes House in View Park for its association with the Doumakes family, as well as good representation of Spanish Colonial Revival-style architecture. More recently, we revised and finalized the nomination for the Chester Washington Golf Course and prepared the nomination for Alpine Village, a mid-twentieth century Bavarian-themed shopping center. ASM conducted numerous Mills Act inspections and provided review and feedback on proposed work programs, assessing each work program for adherence with the SOI’s Standards for the Treatment of Historic Properties. ASM Project Manager and Director of Architectural History additional conducted a CEQA training for all LA County Planning Staff relevant to cultural and historical resources planning and protection . Overall, ASM conducted 20 task orders under this contract. Client Information Los Angeles County Dean Edwards, Senior Regional Planner 500 West Temple Street, Room 358 Los Angeles, California 90012 (213) 974-0087 dedwards@planning.lacounty.gov Team Members Shannon Davis, PM/Senior Architectural Historian Marilyn Novell, Architectural Historian Laura Voisin George, Architectural Historian Laura Kung, Architectural Historian Value of Contract $53,204.00 City of La Quinta Historic Survey Update | 9 PROJECT UNDERSTANDING AND APPROACH ASM understands that the City is seeking a qualified historic preservation consultant to conduct research and a citywide reconnaissance-level field survey in order to update previously conducted historic surveys (1996-1997 and 2006), as well as a Summary of Findings (Findings) of those surveys conducted in 2012. The update will include 261 previously surveyed properties, resources that were previously recorded and may now meet the criteria to qualify them as historical resources, properties that are now 45 years of age or more since the Findings were completed, and historic properties which may have been inadvertently overlooked during the last surveys. ASM staff will work closely with City Planning staff, the La Quinta Historical Society, and La Quinta Museum to update the survey, and will assess each property’s eligibility status. ASM will also review the City’s current procedures for reviewing landmark properties proposed for improvements, construction, alterations, or removal, and provide recommendations for codifying the process. Additionally, ASM will attend and participate in virtual meetings throughout the project to help inform and share the findings of the survey. As an optional task, ASM can use the field data gathered to prepare DPR 523A and 523BSO forms. Project Approach ASM understands the City desires the development of a comprehensive, city -wide historical survey and update to the extant historic context. The historic context will provide the framework to evaluate all surveyed properties for the local, state, or national register, and help maintain and preserve La Quinta’s historically significant resources and community character. In the development of the historic context, ASM will collaborate with City staff, as well as solicit public input. ASM will incorporate prio r survey information and conduct a reconnaissance-level and intensive-level survey. The project will result in a final survey report and database of eligible and ineligible properties, and properties that may need future evaluation. ASM will ensure the highest quality report and information for every property surveyed by allocating our most experienced senior-level staff to conduct the majority of this project. Although all architectural historians working on the project meet the SOI’s Professional Qualification Standards, more than 80% of this project will be conducted by our Senior Architectural Historians and PM/Director of Architectural History. ASM recommends utilizing Riverside County Assessor records and tablets to most time-efficiently identify all parcels with buildings constructed prior to 1977. ASM will include all such parcels in the initial windshield/reconnaissance-survey, and then recommend parcels to include in an intensive -level survey. A final report will be prepared including the sections identified in the RFP, as well as other sections as recommended by the OHP. All work will be performed, and deliverables produced, in accordance with SOI’s Standards for Preservation Planning, Identification, Evaluation and Registration when such standards are applicable, OHP’s Writing Historic Contexts and Format for Historic Context Statements, and relevant NRHP Bulletins including Bulletin 16A: How to Complete the National Register Registration Form and Bulletin 16B How to Complete the National Register Multiple Property Documentation Form . ASM will approach the project in four phases or tasks: 1) Community Outreach, 2) Historic Context, 3) Survey, and 4) Report. City of La Quinta Historic Survey Update | 10 SCOPE OF WORK Task 1: Community Outreach and Administration ASM will begin the project by holding a virtual kick -off meeting with the City’s Planning staff to confirm the project schedule, objectives, interested parties/stakeholders, and obtain available documentation (such as previous surveys). During the kick-off, ASM and the City will discuss themes, areas, and/or neighborhoods that may require special emphasis or focus, and key stakeholders. ASM will also discuss access to local repositories during these unprecedented times which may result in a different approa ch to our typical methodology for research and public outreach. Technical capabilities of virtual public meetings will be discussed. Throughout the project, ASM will arrange calls with the City’s Planning staff for updates on project progress and meetings with key stakeholders. ASM will prepare text for the City to post on their website and through City-managed social media (Facebook, Twitter, etc.) to solicit interest and support for the project. ASM will arrange virtual meetings (Zoom or Teams) with the La Quinta Historical Society, and La Quinta Museum, and any other organization identified during the kick - off meeting as key stakeholders. Such meetings will focus on explaining the project’s goals and objectives and soliciting input on potential themes/sub-themes for the historic context and specific properties that may be eligible historical resources. Key stakeholder meetings are a vital part of public outreach, and will enhance the value, economy, and effectiveness of the project. Critical to the success of the historical-resource survey is the involvement of the public. ASM will collaborate with the City to organize a Virtual Public Meeting to solicit broad public input and engage interested citizens, neighborhood groups, and local professionals from the development and preservation community. ASM recommends scheduling this meeting early in the project’s schedule to ensure community input helps inform our research and development of themes and eligible property types. In addition to the key stakeholders, interested parties may include owners of historic homes, local and main street business owners, local officials and government workers, and both public and private agencies. ASM will provide the City with the text for public notification for the meeting; the City will be responsible for distribution of that notification. ASM will either manage/moderate the public meeting through our own Zoom account, or we can participate in an alternate online meeting program that the City may prefer. ASM will facilitate the meeting, prepare a presentation on the project’s goals and objective, discuss the parcels that will be the focus of the survey work through our GIS -based project maps, and moderate small break-out groups. The purpose of the meeting will be two-fold: 1) to inform the public of the project and 2) to solicit and gather input from the meeting attendees. ASM will specifically discuss places that may be historically significant with meeting attendees, especially places that may not be well -known already, places associated with significant local events, and places associated with historically significant individuals in La Quinta’s history. ASM will utilize the input received to develop a list of significant historical individuals and architect/builders that will be part of the historic context. City of La Quinta Historic Survey Update | 11 After completing the reconnaissance-survey, ASM will attend a Planning Commission Meeting to provide them (and the public that may attend the meeting) with a progress report, which may include recommendations for the intensive-level survey. After completing the Draft Report, ASM will attend a City Council Meeting to provide them (and the public that may attend the meeting) with the project’s findings. A detailed breakdown of Task 1, as well as staff responsible for completing sub-tasks follows in Table 3. Table 3. Task 1 – Community Outreach Tasks and Responsible Staff Tasks Davis Novell Kung Demarais Sub-Task 1. Kick-off Meeting and Administration X X X Sub-Task 2. Public Meeting X X X X Sub-Task 3. Interested Parties Meetings X X X Sub-Task 4. Planning Commission Meeting X X X Sub-Task 5. City Council Meeting X X X Task 2: Historic Context ASM will undertake a thorough review of all existing documentation, including all prior surveys, to update the extant La Quinta historic context. A team of ASM Architectural Historians will conduct a one -day windshield/reconnaissance-level survey to familiarize ourselves with the City. We will invite a member of City staff to join us for the beginning of this survey so they can identify for the project team any areas or neighborhoods that may require special emphasis or focus. ASM will note general characte ristics, development patterns, property types, architectural styles, and distribution of resources within the survey area. Specific attention will be focused on identifying property types that represent themes identified in the previous survey/context report and their character-defining features; that information will inform the development of registration requirements for the updated context statement and the determination of those parcels that should be included in the intensive-level survey. ASM will next develop a list of “data gaps” and research needs to focus our review of primary and secondary resources. ASM will conduct research using primary and secondary documents at local repositories that may include the La Quinta Historical Society, La Quinta Museum, and La Quinta Library. ASM will also utilize electronic research materials such as digitized newspapers, Sanborn Maps, and Census Data. The historic context will identify and establish major historical themes and patterns of development in La Quinta’s history, spanning from the early twentieth century through the City’s incorporation in 1983. Each theme will define a period of significance, associated property types, character-defining features, City of La Quinta Historic Survey Update | 12 registration requirements, and integrity thresholds. The themes will correlate to those areas of significance established by the NRHP in Bulletin 16A: How to Complete the National Register Registration Form. The context will include lists of historically significant individuals and master architects/builders known to have works in La Quinta. As a result, the historic context will provide a framework for evaluating resources for national, state, and local eligibility/designation (NRHP, CRHR, and La Quinta Historic Landmark criteria). One theme that will be excluded is Education, as we understand the City does not have purview over the property that is owned and managed by the Desert Sands Unified School District. The historic context will be included in the Report and will follow guidance found in the California Office of Historic Preservation’s (OHP) Writing Historic Contexts and Format for Historic Context Statements, as well as more general guidance on context statements found in the NRHP Bulletin 24: Guidelines for Local Surveys: A Basis for Preservation Planning , Bulletin 16A: How to Complete the National Register Registration Form, Bulletin 15: How to Apply the National Register Criteria for Evaluation, Bulletin 16B: How to Complete the National Register Registration Form and OHP’s Instructions for Recording Historical Resources, and Technical Assistance Series #7 How to Nominate a Resource to the CRHR. Ms. Davis will provide direction and oversight for this task and contribute to the development of the registration requirements. Ms. Kung, Ms. Novell, and Ms. Demarais will collaborate to conduct the research and writing of the context. A detailed breakdown of Task 2, as well as staff respon sible for completing sub-tasks, is below in Table 4. Table 4. Task 2 – Historic Context Tasks and Responsible Staff Tasks Davis Novell Kung Demarais Sub-Task 1. Review Existing Surveys and Context X X X Sub-Task 2. One-Day Reconnaissance Survey X X X Sub-Task 3. Research X X X Sub-Task 4. Theme Development X X X City of La Quinta Historic Survey Update | 13 Task 3: Survey After analyzing current Riverside County Assessor records (Figures 1-3), we estimate that not more than 1,500 parcels contain buildings constructed prior to 1977. Un-improved parcels will be excluded from the survey with the exception of golf courses and City parks. To ensure the most time - and cost-efficient approach, the citywide reconnaissance-survey will be conducted using tablets with data collection applications, specifically Jotform or Survey 123. This approach and software have proven successful on prior projects and will allow for significant efficiencies in our ability to stay on schedule and within budget. For example, ASM is currently utilizing Jotform to complete a comprehensive survey for CAL FIRE to evaluate 1,200+ buildings at 250+ locations statewide. ASM will customize our survey form for La Quinta to conduct the reconnaissance-level survey of parcels that have buildings built prior to 1977. Digita l photography taken during the survey will focus on representative views of various areas of the city, typical property types, and architectural styles and will provide illustrations for the historic context and report. ASM’s GIS staff will prepare field survey maps to organize and guide the reconnaissance survey. Field survey maps will illustrate parcels in the City built prior to 1977. Field notes and one photograph of each parcel will be taken on the tablets and linked to georeferenced location data. Bas ic architectural features of each resource will be recorded. Of the 1,500 properties to be included in the reconnaissance-survey, we shall include 261 properties previously identified as historically significant, 260 additional properties built prior to 1963 that may or may not have been previously surveyed, as well as approximately 1,000 properties that turned 45 after the last comprehensive survey and do not appear to have been previously surveyed. At the conclusion of the reconnaissance-survey, ASM will update the eligibility and OHP status codes for the 261 properties previously identified as historically significant. ASM will also recommend not more than 300 properties to include in the intensive-level survey, and assign temporary OHP status codes to those 300 properties. The remaining properties will receive one of the “7” status codes for “unevaluated,” as properties recorded at the reconnaissance level do not have the required level of information necessary to be fully evaluated for NRHP o r CRHR eligibility. Properties that have been altered so significantly since their date of construction will be given a different status code than those which may possess sufficient integrity if future evaluations determine they meet one of the criteria fo r eligibility. In the second part of the survey phase, ASM will conduct an intensive -level survey of not more than 300 buildings. Prior to beginning the intensive survey, ASM will collaborate with City Planning staff to decide which properties to include in the survey (if ASM identifies more than 300 that could be included). The intensive-level survey will again be conducted using Jotform or Survey 123 on tablets. ASM will customize survey forms to conduct the intensive-level survey to record detailed notes on architectural features, criteria that the property appears to meet, and integrity. This method of collecting building -specific details will aid in the efficiency and cost-effectiveness of the fieldwork, as well as the creation of a final database of resources surveyed. Post-survey review will include comparison of similar resources, if necessary, and confirmation of all status codes assigned in the field. ASM’s recommendations of eligibility will solely be based on the registration requirements we establish in the historic context and survey from the public right- of-way; we will not conduct site-specific research. City of La Quinta Historic Survey Update | 14 Figure 1. La Quinta Parcels by Year (1920s – 1976) Map by ASM Affiliates, 2022 City of La Quinta Historic Survey Update | 15 Figure 2. La Quinta’s Cove Area Parcels by Year (1920s – 1976) Map by ASM Affiliates, 2022 City of La Quinta Historic Survey Update | 16 Figure 3. North La Quinta and La Quinta Resort Area, Parcels by Year (1920s – 1976) Map by ASM Affiliates, 2022 Survey teams will be comprised of two individuals who meet the SOI’s Professional Qualification Standards for Architectural Historian and/or Historian; more than 80% of the survey work will be conducted by individuals with more than 10 years of experience. Because we are using highly qualified individuals to conduct not only the evaluation but also the survey and archival research, the City can be confident that the approach to documentation and evaluation will meet current industry standards and expectations. A detailed breakdown of Task 3, as well as staff responsible for completing sub -tasks, is below in Table 5. City of La Quinta Historic Survey Update | 17 Table 5. Task 3 – Survey Tasks and Responsible Staff Tasks Davis Novell Kung Demarais Sub-Task 1. Reconnaissance Survey X X X X Sub-Task 2. Intensive Survey X X Task 4: Report The culmination of the project will be the preparation of a Historical Resource Survey and Inventory Report (Report) including the updated historic context and our findings from the reconnaissance - and intensive- level surveys which will build upon the extant context and prior inventories and evaluations. The Report will be submitted that includes the following sections in accordance with the California OHP’s Format for Historic Context Statements: •Title Page •Table of Contents •Front Matter o Objectives o Methodology o Eligibility Criteria •Summary Statement •Historical Background •Themes(s) o Sub-theme(s) o Property Types o Registration Requirements o Integrity Thresholds •Area Surveyed •Survey Results o Reconnaissance o Intensive •Preservation Goals and Priorities •Bibliography/Sources •Appendices o Maps o Table of all surveyed properties The Report will be prepared in accordance with the SOI’s Standards for Preservation Planning, Identification, Evaluation and Registration when such standards are applicable, OHP’s Writing Historic Contexts and Format for Historic Context Statements, as well as more general guidance found in the NRHP Bulletins including NRHP Bulletin 24 Guidelines for Local Surveys: A Basis for Preservation Planning; Bulletin 15 How to Apply the National Register Criteria for Evaluation, Bulletin 16A: How to Complete the National Register Registration Form, Bulletin 16B: How to Complete the National Register Multiple Property Documentation Form and OHP’s Instructions for Recording Historical Resources, and Technical Assistance Series #7 How to Nominate a Resource to the CRHR. City of La Quinta Historic Survey Update | 18 The Front Matter will include an introduction that provides background information about the project and how to use the context statement; the City's location and physical relationship to its neighbors; and the methodology on how the historic context was developed. The Front Matter will also include criteria for evaluation, discussing national, state, and local criteria of significance an d integrity requirements. The Historical Background section will contain a chronology of the City's development preceding the thematically organized narrative. Each theme will identify associated property types including character - defining features, registration requirements, and integrity thresholds. The Architecture theme will include a list of Master Architects. Illustrative materials will include maps and photographs that represent the themes, sub-themes, and property types. Survey results will summarize the findings of both the reconnaissance and intensive-level surveys, including tables of eligible properties, associated themes and criteria corresponding to the historic context framework. The Preservation Goals and Priorities section will conclude the report with recommendations for future preservation activities and NRHP and/or CRHR nominations. This section will also include recommended revisions to La Quinta’s municipal code language and historical landmark review procedures. ASM will omit the preparation of DPR forms to be able to provide the City with the rest of the scope of work requested within the funding allocated for the project. In lieu of DPR forms, ASM will provide an Excel spreadsheet (electronically and as a table in the appendices) th at lists all 1,500 properties surveyed, their basic architectural features (reconnaissance survey) or detailed architectural features (intensive survey) architectural features, an OHP status code, and a hyperlink to a photo for each property. ASM is also providing costs to create DPR forms as an optional task. ASM will provide three iterations of the Report. ASM will first prepare an Administrative Draft for review by City staff. ASM will incorporate staff’s comments and prepare a revised Draft Report tha t will be presented to the Planning Commission during one of their regularly scheduled public meetings. After receiving input from the Planning Commission and public, and conferring with staff on which public comments to address, ASM will prepare a Final Report for presentation to the City Council. The Final Report shall be submitted in electronic format only . Ms. Davis will provide direction and collaborate on the preparation of each iteration of the report. Ms. Kung and Ms. Novell will be the primary au thors. A detailed breakdown of Task 2, as well as staff responsible for completing sub -tasks, is below in Table 6. Table 6. Task 4 – Report and Responsible Staff Tasks Davis Novell Kung Sub-Task 1. Administrative Draft Report X X X Sub-Task 2. Draft Report X X X Sub-Task 3. Final Report X X X City of La Quinta Historic Survey Update | 19 Deliverables ASM will provide the following deliverables as part of this project, broken down by phase and in order of delivery. All will be provided electronically only (Microsoft Word and PDF): •Phase 1: Community Outreach o Kick-off meeting minutes o Website/social media text o Public Meeting PowerPoint o Planning Commission PowerPoint o City Council Powerpoint •Phase 2: Historic Context (see Phase 4) •Phase 3: Survey o Survey findings (Excel spreadsheet) •Phase 4: Report o Administrative Draft Report o Draft Report o Final Report Optional Task 1: DPR A forms Should the City desire the preparation of DPR 523 form sets, ASM will generate DPR Primary (A) forms for each property included in the reconnaissance-level survey from the Excel spreadsheet created from the survey data collected on tablets. ASM will prepare DPR 523A forms for each property/parcel (multiple buildings, structures, or objects on a single parcel will be treated as one main building with ancillary structures). Following OHP’s Instructions for Recording Historical Resources, the properties surveyed for the first time will be recorded on a DPR 523A form Previously surveyed properties will be recorded/updated on a DPR 523 Continuation (L) form. These forms will include fields of data obtained through Riverside County GIS data and collected during the intensive-level survey including address, parcel number, and estimated date of construction. Architectural descriptions will combine a narrative statement and bulleted list of architectural features. This approach is a cost-saving measure for the City that will still provide the necessary parcel-specific information. Optional Task 2: DPR BSO and D forms For individually eligible properties identified as a result as the historical resources surveys, ASM will prepare a DPR 523B (Building, Structure, Object [BSO]) form to record the evaluation of eligibility. Statements of significance will relate to the themes addressed in the historic context. DPR BSO forms will not be prepared for any ineligible properties unless it was previously recommended eligible. For any historic districts recommended eligible, one DPR 523D (District Record) form will be provided in lieu of BSO forms. All contributing and non-contributing resources to the district(s) will be documented on DPR 523A forms under Optional Task 1. The DPR 523D form will describe the district as a whole, identify its boundary, and list all contributing resources. District forms will be used for locations with a concentration of resources with a shared history and/or function. City of La Quinta Historic Survey Update | 20 SCHEDULE/TIMELINE ASM understands that the City desires an aggressive deadline to complete the project in the current fiscal year. ASM can deliver the Administrative Draft report by early June, however, we understand that review and adoption of the Report by the City staff, Planning Commission and City Council may extend into the 2022-2023 fiscal year. Completing projects on schedule and within budget is critical to our client’s satisfaction, and it is a central goal in ASM’s business philosophy and management approach. Each assigned project staff member will have well -defined responsibilities directed towards achieving the project and contract goals. Weekly internal project reviews help ensure that project tasks are completed on schedule and within budget. Table 7 outlines ASM’s estimated schedule to complete individual tasks for this project. The schedule below assumes the City will require 30 days for review of the Report. ASM’s PM, Ms. Davis, will be responsible for managing the schedule and assuring sche dule compliance. The below schedule assumes receipt of contract by March 1, 2022, and that the Administrative Draft will be submitted in approximately 4 months. Revisions to the schedule can be determined during the kick-off meeting. Table 7. Schedule of Tasks and Deliverables Task Sub-Task Start Date End Date Timeframe to Complete Deliverable 1 Kick-off Meeting March 1* March 7 1 week Meeting minutes & Website/social media text 2 Review Existing Surveys and Context March 7 March 14 1 week 1 Interested Parties Meetings March 7 April 1 3 weeks 2 One-Day Reconnaissance Survey March 14 March 30 2 weeks 2 Research March 14 April 21 5 weeks 1 Public Meeting April 1 April 15 2 weeks Public Meeting PowerPoint 2 Theme Development April 1 May 15 6 weeks 3 Reconnaissance Survey April 1 May 1 4 weeks Survey findings (Excel spreadsheet) 3 Intensive Survey May 7 May 28 2 weeks City of La Quinta Historic Survey Update | 21 4 Admin. Draft Report June 1 June 30 4 weeks Administrative Draft 4 Draft Report August 1 August 14 2 weeks Draft Report 1 Planning Commission Meeting August 14 August 30 2 weeks Planning Commission PowerPoint 4 Final Report Sept. 1 Sept. 14 2 weeks Final Report 1 City Council Meeting Sept. 14 Sept. 30 2 weeks City Council PowerPoint *Schedule assumes receipt of contract by March 1, 2022. If received later, the schedule can be adjusted within the timeframes to complete each task noted here as well City of La Quinta Historic Survey Update | 22 COST PROPOSAL Project Manager Arch Historian Kung Arch Historian Novell Assoc. Arch Historian GIS Tech. Tech. Editor Word Processor Mileage Per Diem Total Hourly Rates $140 $113 $113 $90 $100 $140 $80 Task 1. Community Outreach and Admin Kickoff Meeting and Admin 24 5 5 Public Meeting 6 4 4 4 Interested Parties Meetings 4 2 2 Planning Commission Meeting 2 2 2 City Council Meeting 2 2 2 Task Hours 38 15 15 4 Task Subtotal $9,070.00 Task 2. Historic Context Review Existing Surveys and Context 4 4 4 One-Day Reconnaissance Survey 8 8 8 $295.00 $570.00 Historic Research 32 16 30 Theme Development 4 20 6 Task Hours 16 64 34 30 Task Subtotal $16,879.00 Task 3. Surveys Reconnaissance-level Survey 8 68 40 30 4 $442.50 $1,710.00 Intensive-level Survey 30 30 4 $147.50 $760.00 Task Hours 8 98 70 30 8 Task Subtotal $26,264.00 Task 4. Report Administrative Draft Report 8 16 16 2 2 6 Draft Report 2 4 4 1 1 1 Final Report 2 2 2 1 1 1 Task Hours 12 22 22 4 4 8 Task Subtotal $7,772.00 TOTAL PROJECT COST $59,985.00 Optional Task 1: DPR A Forms Preparing DPR Forms 40 187.5 187.5 Task Hours 40 187.5 187.5 Subtotal $43,662.50 Optional Task 2: DPR BSO and D Forms Preparing DPR Forms 40 75 75 Task Hours 40 75 75 Subtotal $20,825.00 City of La Quinta Historic Survey Update 23 | APPENDIX A – STAFF RESUMES City of La Quinta Historic Survey Update | 24 SHANNON DAVIS, M.A., RPH Architectural Historian/Historian TOTAL YEARS OF EXPERIENCE 23 EDUCATION M.A./Historic Preservation B.A./American History REGISTRATIONS •National / 2011 / Register of Professional Historians •California Historical Resources Information System – Architectural History, History, Archaeology PROFILE Ms. Davis has more than 20 years of experience in the field of historic preservation and exceeds the SOI’s Professional Qualification Standards for Architectural History and History. As an Architectural Historian and Director of Architectural History at ASM, Ms. Davis has documented and evaluated numerous historical resources throughout California and the west in compliance with federal, state, and local criteria, including NRHP, Section 106 of the NHPA, CRHR, and CEQA. Her experience includes local, state evaluations and nominations; HABS, HAER, and HALS submissions; preparation of HSRs, HRARs, large- and small-scale HCSs, ICRMPs, and treatment, maintenance, and interpretation plans; and conducting public outreach and interpretation including public forums, signage, brochures, and interpretation plans. HIGHLIGHTED PROJECT EXPERIENCE City of Monrovia HCS and Identification of Potential Historic Districts, Los Angeles County, CA - Project Manager/Senior Architectural Historian –City of Monrovia Prepared an HCS for the City of Monrovia, based on reconnaissance-level surveys of the city to identify and define potential historic districts within the City. Work included development of themes and identification of associated property types, character-defining features, and registration requirements for historic districts comprising late 19th-century to early 20th-century residential properties, commercial districts, ethnic enclaves, and institutional properties. Organized public outreach and meetings with City personnel. ONT HCS, Intensive Survey and Video Documentary, San Bernardino County, CA – Project Manager/Architectural Historian – City of Ontario Conducted an intensive-level survey and completed documentation for numerous buildings and structures within the Ontario International Airport (ONT). Prepared a historic context statement for the Ontario International Airport, informed by extensive background research and an intensive-level survey. Developed themes, contexts, registration requirements, and character-defining features for identification of a range of property types, from World War II aircraft hangars to Cold War-era administration buildings. Conducted interviews for oral histories with individuals associated with the airport and preparation of a short video reviewing the history, findings, and stories gathered for the project. Oversaw the production of a 10-minute video documentary. Los Angeles County Historic Preservation and Mills Act On-Call, Los Angeles County, CA – Project Manager and Senior Architectural Historian – County of Los Angeles Under an on-call contract with the County of Los Angeles, conducted Mills Act inspections and provided review and feedback on proposed work programs, assessing each work program for adherence with the SOI’s Standards for the Treatment of Historic Properties. Reviewed and assisted with first two local City of La Quinta Historic Survey Update | 25 Ms. Davis earned has an M.A. in Historic Preservation/American Studies from George Washington University, where she wrote her master’s thesis on the architectural history of drive-in theaters, and a B.A. in American History from the University of Southern California. Before joining ASM, Ms. Davis worked for the National Trust for Historic Preservation as their west-coast representative for heritage tourism. Much of Ms. Davis’s professional experience is with the cultural resources programs of the National Park Service (NPS). For eight years she worked for the NRHP as an Historian. She also worked as a Historic Preservation Specialist and Project Manager for three other NPS programs: the American Battlefield Protection Program, NPS History Program, and HABS/HAER/HALS/CRGIS. Ms. Davis has experience with the operational requirements of a historic site through her position as Assistant Site Manager of the 1812 Federal home of Supreme Court Justice Gabriel Duvall. Additionally, Ms. Davis served for several years as Chair of a local preservation advocacy group, the Arlington Heritage Alliance, and was one of the founders of the national non-profit Recent Past Preservation Network. TRAINING •Renewable Energy Development: Impacts on Cultural Resources / National Preservation Institute •CEQA Workshop / California Preservation Foundation •Cultural Landscapes Workshop / California Preservation Foundation •Historical Building Code Workshop / California Preservation Foundation landmark nominations for the County. Most recently oversaw a reconnaissance-level survey and evaluation of the Altadena Highlands district in unincorporated Los Angeles County adjacent to the C ity of Pasadena. City of LA On-Call Section 106 Historic Preservation Services Contract, Los Angeles County, CA – Project Manager and Senior Architectural Historian – Los Angeles Housing and Community Investment Department (HCIDLA) Under an on-call contract with the City of Los Angeles, have provided Section 106 historic preservation services to advise and assist the HCIDLA in conducting research, preparing all federal and state required documentation on the extent, condition, and status of potential historically significant properties, and coordinate with the SHPO, the U.S. HUD, and the ACHP, and prepare a work plan and a PA to fulfill the purposes of the NHPA. Created a database to manage the work, track the status and findings of each project, and assist with the bi-annual reporting required under the PA. Completed Section 106 review for several properties throughout Los Angeles including an apartment complex set for demolition, the Old Junipero Serra Library, and the Algin Sutton Pool. Citywide Historic Resources Survey for the City of Chula Vista, San Diego County, CA – Senior Architectural Historian – City of Chula Vista Conducted a reconnaissance survey of more than 12,000 parcels and intensive survey of more than 350 parcels, based on a HCS developed as part of the project for the City. Solicited public input on and presented findings of the survey in a series of public meetings. Made recommendations of local, state, and national eligibility. In addition to a final survey report, prepared a comprehensive survey database, as well as web-based interactive photograph and maps. Loch Crane Historic Resources Survey, San Diego, San Diego County, CA – Senior Architectural Historian/Project Manager – Helix and Caltrans Directed and collaborated on Historic Resources Survey of the works of Architect Loch Crane in San Diego. Conducted a reconnaissance-level survey of 34 buildings and prepared DPR forms for the evaluation of each property. Conducted as mitigation per consultation with SHPO for loss of one of Crane’s building in San Diego – Sorrento Valley Industrial Park – where his firm’s office was located. City of La Quinta Historic Survey Update | 26 MARILYN NOVELL, M.S. Architectural Historian TOTAL YEARS OF EXPERIENCE 11 EDUCATION M.S./History of Architecture and Urbanism B.A./American Studies/Cultural Landscapes PROFILE Ms. Novell has 11 years of professional and academic experience in historic preservation, cultural resources documentation, and architectural history and meets the SOI’s Professional Qualification Standards for Architectural History and History. She has worked on historic and cultural resource assessments for projects throughout Los Angeles County and in Berkeley, Palm Springs, Sanger, Bakersfield, Coalinga, and the Klamath River basin in California. She contributed to the City of Los Angeles Historic Resources Survey project (SurveyLA), both in the City Office of Historic Resources and for consultant firms conducting the survey for the City. Ms. Novell has experience in developing historical and cultural resources reports and in evaluating properties under federal, state, and local criteria, including NRHP, Section 106, CRHR, and CEQA compliance. HIGHLIGHTED PROJECT EXPERIENCE City of Monrovia HCS and Identification of Potential Historic Districts, Los Angeles County, CA – Architectural Historian – City of Monrovia Prepared a historic context statement for the City of Monrovia, based on reconnaissance-level surveys of the city to identify and define potential historic districts within the City. Work included development of themes and identification of associated property types, character-defining features, and registration requirements for historic districts comprising late 19th - century to early 20th-century residential properties, commercial districts, ethnic enclaves, and institutional properties. Work included participation in public outreach and meetings with City personnel. ONT HCS, Intensive Survey and Video Documentary, San Bernardino County, CA – Architectural Historian – City of Ontario Prepared a historic context statement for the Ontario International Airport, informed by extensive background research and an intensive-level survey. Developed themes, contexts, registration requirements, and character-defining features for identification of a range of property types, from World War II aircraft hangars to Cold War-era administration buildings. Assisted in conducting interviews for oral histories with individuals associated with the airport and preparation of a short video reviewing the history, findings, and stories gathered for the project. City of LA On-Call Section 106 Historic Preservation Services Contract, Los Angeles County, CA – Architectural Historian – Los Angeles Housing and Community Investment Department On-call historic resources services for the City of Los Angeles, primarily related to historic properties affected by use of community development block grants, including programs to provide housing and shelter for homeless populations. Projects included the assessment of potential development along the South Vermont Avenue commercial corridor and the Hollywood Boulevard Commercial and Entertainment Historic District. City of La Quinta Historic Survey Update | 27 Ms. Novell’s professional background includes management and contributions to projects concentrating on the evaluation of historic properties and districts. She served as project manager for open-end historic preservation services for the City of Long Beach and served as the assistant project manager for the historic context for the Los Angeles Unified School District, which received preservation awards from the California Preservation Foundation and the L.A. Conservancy. Her responsibilities included conducting background research, writing summary reports, conducting large-scale surveys, and compiling evaluations and significance statements for California DPR historic resources forms. TRAINING •Historic Preservation in California / University of California, Berkeley, Department of City and Regional Planning •Historic Preservation Intensive Course / University of Southern California Los Angeles County Historic Preservation and Mills Act On-Call, Los Angeles County, CA – Architectural Historian – County of Los Angeles Considered work items for properties under the California Mills Act property tax relief program. Items were reviewed for compliance with the SOI’s Standards, and specific recommendations were accordingly made to property owners. Mitigation and HCS for the Bank of Hawaii Waialai-Kahala Branch Demolition Project, Honolulu, HI – Architectural Historian – Bank of Hawaii Developed an HCS for the Bank of Hawaii Waialae - Kahala branch bank building in the Waialae community. The study was requested by the State Historic Preservation Division of Hawaii as mitigation for the planned demolition of the Mid -Century-Modern circular building. The report includes a comprehensive history of the building and an introduction to the Modern movement in Hawaii. Palm Springs Spa Hotel Historic Properties Inventory Report, Riverside County, CA – Architectural Historian – Agua Caliente Band of Cahuilla Indians Documented and evaluated the Palm Springs Spa Hotel, a mid-century modern spa and hotel complex built on the site of the original Palm Springs hot mineral spring on lands owned by the Agua Caliente Band of Cahuilla Indians. The evaluation included development of a site-specific historic context statement, in-depth research and documentation of the property, and HABS-like photographic recordation. Mountain Meadows Golf Course Historic Resources Evaluation, Los Angeles County, CA – Architectural Historian – County of Los Angeles At a previous firm, conducted research, field survey, and historic evaluation of the County-owned Mountain Meadows Golf Course for CEQA compliance of a project to improve the Club House and Pro Shop. Knollwood Country Club and Golf Course, Los Angeles County, CA – Architectural Historian – County of Los Angeles At a previous firm, conducted research, field survey, and historic evaluation of the County-owned Knollwood Country Club for CEQA compliance of a project to replace the golf cart barn, which had been destroyed by fire. City of La Quinta Historic Survey Update | 28 LAURA KUNG, M.A. Architectural Historian TOTAL YEARS OF EXPERIENCE 13 EDUCATION M.F.A./Fiction and Literature M.A./Historic Preservation B.A./Art History PROFILE Ms. Kung has 13 years of experience in historic preservation and planning and meets the SOI’s Professional Qualification Standards for Architectural History. Ms. Kung has experience in developing historical and cultural resources reports and in evaluating properties under federal, state, and local criteria, including NRHP, Section 106, CRHR, and CEQA compliance. Ms. Kung’s professional background includes management and contributions to projects concentrating on the evaluation of historic properties and districts. Her responsibilities included conducting background research, writing architectural descriptions, and compiling evaluations and significance statements for California DPR historic resources forms. HIGHLIGHTED PROJECT EXPERIENCE City of Monrovia HCS and Identification of Potential Historic Districts, Los Angeles County, CA – Architectural Historian – City of Monrovia Assisted in the development a citywide HCS for Monrovia, including recommendations for historic districts. Contexts and themes were identified and defined based on a windshield survey of the city, archival research using primary and secondary resources, and review of previous evaluations. Los Angeles County Historic Preservation and Mills Act On-Call, Los Angeles County, CA – Architectural Historian – County of Los Angeles Conducted survey and evaluation of the Altadena Highlands district in unincorporated Los Angeles County adjacent to the City of Pasadena. Also prepared historic evaluation reports for reconnaissance of a Bavarian-themed shopping complex for submission to the County of Los Angeles as part of an application for landmark status. Conducted a site visit and extensive background research and prepared the evaluation reports. City of LA On-Call Section 106 Historic Preservation Services Contract, Los Angeles County, CA – Project Manager and Senior Architectural Historian – Los Angeles Housing and Community Investment Department On-call historic resources services for the City of Los Angeles, primarily related to historic properties affected by use of community development block grants, including programs to provide housing and shelter for homeless populations. Cultural Resource Evaluation for the Proposed Elementary School at Nason Street and Bay Avenue, Riverside County, CA – Architectural Historian – Placeworks Evaluated a single-family residence and associated outbuildings in the City of Moreno Valley for their potential historic significance in compliance with the California Environmental Quality Act. The report was prepared to assist the Moreno Valley Unified School District in determining whether the project had the potential to cause significant impacts. City of La Quinta Historic Survey Update | 29 LAURA VOISIN GEORGE, M.A. Architectural Historian TOTAL YEARS OF EXPERIENCE 9 EDUCATION M.A./Architectural History B.A./Planning and Development PROFILE Ms. Voisin George has nine years of experience in the field of historic structures survey and assessment to determine their eligibility for listing in the NRHP and to assess their physical condition and appropriate treatment options, with the academic experience of teaching university undergraduate history and urban planning courses. She has conducted baseline surveys for historic structures, cultural landscapes and viewsheds, determinations of historic significance, re-evaluations of existing resources, and impact assessments. Ms. Voisin George also has expertise in archival research and developing historic contexts for historic resources. She has evaluated a wide range of buildings, including regional design influences in the Mid-Atlantic and Southeastern United States and in Southern California, for high-style structures listed in the NRHP, as well as utilitarian and vernacular buildings and landscapes. HIGHLIGHTED PROJECT EXPERIENCE City of Monrovia HCS and Identification of Potential Historic Districts, Los Angeles County, CA – Architectural Historian – City of Monrovia Team member for citywide reconnaissance survey of historic resources, archival research and interviews of local experts on Monrovia’s history; development of historically significant contexts, themes and property types; registration requirements and integrity criteria; and recommendation of historic districts. Participated in initial public meeting and presentation of the draft report to the Monrovia Historic Preservation Commission. ONT HCS, Intensive Survey and Video Documentary, San Bernardino County, CA – Architectural Historian – City of Ontario Assisted in preparation of an HCS for the Ontario International Airport, informed by extensive background research and an intensive-level survey. Conducted interviews for oral histories with individuals associated with the airport and preparation of a short video reviewing the history, findings, and stories gathered for the project. City of LA On-Call Section 106 Historic Preservation Services Contract, Los Angeles County, CA – Project Manager and Senior Architectural Historian – Los Angeles Housing and Community Investment Department Evaluated selected historic buildings proposed for federally funded construction, reconstruction, demolition, or modification; eligibility for the NRHP and impact of the proposed undertaking on their eligibility; determination of the undertaking’s area of potential effects, and assessment of project effects. Projects have included demolition of vacant structures in preparation for construction of low-income housing and modification/rehabilitation of historic warehouses and a NRHP-listed former branch library. City of La Quinta Historic Survey Update | 30 LISA DEMARAIS, M.H.P. Associate Architectural Historian TOTAL YEARS OF EXPERIENCE 4 EDUCATION M.H.P. / Historic Preservation B.A. / History PROFILE Ms. Demarais has four years of professional experience in historic preservation, public history, cultural resources documentation, and regulatory compliance, and meets the SOI’s Professional Qualification Standards for Architectural History and History. Her professional background includes contributions to projects concentrating on the evaluation of individual historic properties, cultural landscapes, and historic districts under federal, state, and local criteria, including the NRHP and CRHR. Ms. Demarais also has expert knowledge of interpretive and recreation planning, historic preservation design, and assessing the condition of historic structures. She has worked on projects primarily in California, with additional experience in Hawaii, Oregon, Oklahoma, Arizona, Georgia, and Florida. Ms. Demarais is experienced in archival research, developing historic contexts, assessing effects on historic properties, and in regulatory compliance under the CEQA, NEPA, and Section 106 of the NHPA. HIGHLIGHTED PROJECT EXPERIENCE City of Los Angeles On-Call Section 106 Historic Preservation Services Contract, Los Angeles County, CA – Associate Architectural Historian – City of Los Angeles Housing + Community Investment Department Determined APEs, completed historical background research, performed field surveys, compiled architectural documentation, and made FOE under Section 106. Prepared requisite memos to the City of LA in accordance with an established PA. City of Clovis On-Call Master Services Agreement for Cultural Resources Services, Fresno County, CA – Associate Architectural Historian – City of Clovis At a previous firm, provided on-call services for architectural survey and evaluation for projects within the City of Clovis pursuant to Section 106 and CEQA compliance. Efforts aided the client in making decisions about the identification, avoidance, or treatment of resources. Deliverables include NRHP / CRHR evaluations of eligibility and preparation of various cultural resources reports based on relevant regulations, including HRERs, HSRs, and FOEs. California Statewide Historic Resource Inventory, statewide CA – Associate Architectural Historian – Department of Forestry and Fire Protection Statewide inventory of historic-era CAL FIRE properties. Developed HCS through archival and historical research, field survey of hundreds of properties, and eligibility evaluations of historic-age buildings under state and federal criteria toward the future development of a long-term preservation maintenance plan . On-Call CRS for the CNF MSUP and Powerline Replacement Project, San Diego, Riverside, and Orange counties, CA – Associate Architectural Historian – Insignia Environmental Historic resources evaluation of nearly 100 recreational cabins CEQA to assess potential effects. Duties included conducting archival research, field survey, preparing appropriate DPR documentation forms, and evaluating properties for NRHP/CRHR eligibility. City of La Quinta Historic Survey Update | 31