Glendale City Council
August 20, 2024

Building Assessment for MEP Systems June 11, 2024

1. PLUMBING SYSTEM
This section specifies design criteria and assumptions for interior plumbing systems. The systems described herein include the following:
• Domestic Cold-Water System
• Domestic Hot Water System
• Sanitary and Vent System
• Natural Gas

1.1. EXISTING CONDITIONS
A. Plumbing Building Utilities:
• Facility map identifies cold water entrance to building with shut-off valve on north east side of the building. Water entrance was not visible to confirm location.
• Two water heaters are provided. One serves the south side of the building within the basement and a second water heater within a stainless steel shed serves the north side of the building. • 4” sanitary sewer piping visible within basement on south side of the building routing towards center courtyard of the building. • Facility map identifies gas meter location at Pines, west side of Canary.

Location to be verified.
• Fire sprinkler riser located on exterior south side of the building.

Residual Pressure at the base of the riser 75 PSI.

B. Existing Piping Material
• Domestic water piping, copper type “L” and galvanized steel water piping at some branches.
• Sanitary and vent piping, cast iron.
• Natural gas, schedule 40 black steel.

1.2. BASIS OF DESIGN
A. Domestic cold and hot water system
• Existing 50 gallon gas fired water heater to be replaced with Rheem HPLD40-1RH or Sanco2 GS5-D with 43 gallon heat pump water heater system with Amtrol ST-5 expansion tank and Holdrite seismic straps. ▪ Insulation on all piping from water heater up to 10 feet. ▪ Water heater to meet California Code and Title-24 installation.

Rockhaven Building C

Building Assessment for MEP Systems June 11, 2024
▪ Alternative 4.1KW instantaneous water heater to be provided for the kitchen on the north side of the building with the removal of the recirculation pump and controls. Restroom on the north side of the building potentially to be showroom only with no water distribution piping to fixtures.
• Enovative Autohot recirculation pump DC055A and controls to be installed with the water heater system.
• ASSE 1070 thermostatic mixing valves to be provided at all public lavatories/hand washing stations per California plumbing code and prevention from scalding.
• New insulation to be provided for the hot water system. • Water piping on the south side of the building to be routed within the basement level and water piping on the north side of the building to be routed within the ceiling/attic space.
• All existing galvanized domestic water piping to be replaced with copper “type L” piping with pro-press fittings.

B. Sanitary and vent system:
• Recommend sanitary sewer camera scope to verify waste running below grade and point of connection of the building.
• Sanitary and vent system to be solid wall PVC sch. 40ASTM d2665 DWY with PVC socket fittings. Adhesive primer ASTM f656 and solvent cement ASTM d2564.
• Replace existing cast iron piping with proposed PVC material. • Existing vent through roofs to be re-utilized.
• Estimated 15 feet of trenching for new kitchen sink on north side of the building.

C. Natural Gas system:
• Natural gas piping to be removed and capped for existing water heater. • Natural gas piping to be re-used for replacement of existing HVAC unit. • Potential removal and cap off gas distribution piping to Rockhaven Building C if new HVAC does not require gas connections.

Rockhaven Building C

Building Assessment for MEP Systems June 11, 2024

2. MECHANICAL SYSTEMS
This section specifies design criteria and assumptions for mechanical systems. The systems described herein include the following:
• Split system heat pump
• Air distribution

2.1. EXISTING CONDITIONS
A. Mechanical System:
• Existing furnace with cooling coil and condensing unit to remain. • Existing air distribution to be removed and replace based on new zoning plan.
• Existing grilles to remain.

2.2. BASIS OF DESIGN
A. Mechanical System:
• Add one (1) new split system heat pump (5-ton unit) with new air distribution. Location of Equipment per Exhibit A and Exhibit B. • New Air Distribution system as needed for new rooms.
• Historic Air Grills on the floor to remain.

Rockhaven Building C

Building Assessment for MEP Systems June 11, 2024

3. ELECTRICAL SYSTEMS
This section specifies design criteria and assumptions for interior electrical power and lighting and exterior lighting systems systems. The systems described herein include the following:
• Electrical Utility Service
• Exterior lighting and controls
• Interior lighting and controls for building C
• Interior power and distribution for building C

3.1. EXISTING CONDITIONS
B. Electrical Service:
• It has been visually confirmed that the electrical service and meter for building C is located in building K.
• A 24 circuit 100A rated panel with no main breaker is located inside building C service the lighting, receptacles, furnace in the basement and the condensing unit outside against the west wall of the building.

C. Existing Wiring and lighting
• All non-historic lighting shall be replaced
• Wires and conduits shall all be replaced and currently are not in decent condition.
• All connections to existing-to-remain HVAC shall replace. • All existing receptacles shall be replaced with new.

3.2. BASIS OF DESIGN
B. Electrical Service:
• Existing 100A panelboard inside building C shall be demolished. • All wires to the meter service in building K shall be removed. • One New 200A, 208V, 1Ph, 42 circuit panelboard will be installed in building C in a new location provided by architect.
• A new utility service will be requested from Glendale Water and Power GWP. New meter will be installed on the exterior of the building. The final location shall be coordinated with GWP.

Rockhaven Building C

Building Assessment for MEP Systems June 11, 2024
C. New Wiring and conduits
• All Wires shall be THHN insulated type.
• All underground conduits shall be PVC
• All other conduits shall be EMT
• All wires ran from ceiling inside the walls shall be in conduits. • No wires under 12AWG shall be used.

D. New Interior Lighting
• All new lights shall be LED.
• All new lights shall be UL listed.
• All new lighting controls shall be nLight brand wired system. • Emergency lights shall be equipped with 90-minute battery packs. • New lighting control panel shall be located in the basement of Building C.

E. New Exterior lighting
• All new lights shall be LED.
• All new lights shall be UL listed.
• All new lighting controls shall be nLight brand wired system. • New lighting control panel shall be located in the basement of Building C
• Power to exterior lights may be pulled from multiple buildings based on Feasibility.

F. New Receptacles
• New decora style receptacles with 5-15 UL listed with matching color screws.
• Motorized switches for all motorized systems.
(E) FURNACE WITH COOLING COIL BASEMENT PLAN A C D E 12463 B NEW FAN COIL UNIT SHEET TITLE ISSUANCE PROJ. NO. DRAWN CHECKED DRAWING NO.REVISIONS NO. DESCRIPTION DATE Architectural Resources Group 360 E. 2nd Street, Suite 225 Los Angeles, California 90012 626.583.1401 arg-la.com 722 SOUTH BROADWAY REHABILITATION ISSUE FOR PLAN CHECK 05/13/2024 180511 AMRA722 S. BROADWAY LOS ANGELES , CA 90014 BARKER BROS. BUILDING 1 ISSUE FOR PLAN CHECK 05/13/2024 Engineering Corp Mechanical Electrical Plumbing 1920 MAIN STREET, SUITE 820 IRVINE, CA 92614 TEL: 949.516.6480 EXISTING KEYNOTES 1 - A C D E 12463 B PATIENT ROOM PATIENT ROOM COMMON AREA CLOSET STORAGE CLOSET CLOSET CLOSET CLOSET

CLOSET CLOSET

CLOSET PATIENT ROOM PATIENT ROOM PATIENT ROOM PATIENT ROOM PATIENT ROOM PATIENT ROOM PATIENT ROOM REST ROOM CLOSET REST ROOM REST ROOM JAN BREEZEWAY STOR

STOR T (E) CONDENSING UNIT
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(E) 2 2 2 2 2 2 3 11 1 1 1 1 1 1 2 2 4 NEW SPLIT SYSTEM HEAT PUMP TO SERVE THIS AREA. PROVIDE NEW DUCT DISTRIBUTION IN CRAWL SPACE. EXISTING FURNACE / CONDENSING UNIT TO SERVE THIS AREA. EXISTING DUCT DISTRIBUTION TO BE REMOVED AND PROVIDE NEW DUCT WORK WITH IN CRAWL SPACE. (N) CONDENSING UNIT SHEET TITLE ISSUANCE PROJ. NO. DRAWN CHECKED DRAWING NO.REVISIONS NO. DESCRIPTION DATE Architectural Resources Group 360 E. 2nd Street, Suite 225 Los Angeles, California 90012 626.583.1401 arg-la.com 722 SOUTH BROADWAY REHABILITATION ISSUE FOR PLAN CHECK 05/13/2024 180511 AMRA722 S. BROADWAY LOS ANGELES , CA 90014 BARKER BROS. BUILDING 1 ISSUE FOR PLAN CHECK 05/13/2024 Engineering Corp Mechanical Electrical Plumbing 1920 MAIN STREET, SUITE 820 IRVINE, CA 92614 TEL: 949.516.6480 EXISTING KEYNOTES EXISTING FLOOR SUPPLY DIFFUSER. EXISTING WALL DIFFUSER. EXISTING MOUNTED THERMOSTAT. EXISTING CEILING SUPPLY. 1234 Rockhaven Sanitarium
Museum Concept Narrative
7 June 2024
Table of Contents
Introduction
Museum Themes, Content & Goals
Goals & Mission
Typology
Interpretive & Exhibit Topics
Exhibit & Display Types
Programming & Events
Building Systems and General Requirements
Environmental Control
Security
Fire Protection and Sprinklering
Gallery-Specific Requirements
Gallery Lighting Electrical Load
Gallery Lighting
Description of Spaces
1 Appendix E
Museum Concept Narrative
Appendix F
Museum Concept Narrative
Introduction
The goal of this Concept Narrative is to provide an overview of functional and operational requirements, philosophies of use and descriptions of individual interior spaces to successfully activate the Pines Cottage Building at Rockhaven Sanitarium as a museum (“Rockhaven Sanitarium Museum” or “Museum” herein) focused on the history of the Rockhaven and the people that worked and resided there.

While an operator for the Museum has not yet been confirmed, the planning team has sought to provide a suite of appropriate spaces designed to accommodate typical use cases as observed in museums with comparable missions, subject matter and facility scales. Museum operational best practices have been incorporated throughout initial planning work, and have been balanced with historic preservation requirements and budgetary considerations. 2 Museum Themes, Content & Goals
Goals & Mission
The goal of the Rockhaven Sanitarium Museum is to provide visitors with a multi-faceted understanding of the past as viewed through the lens of the people who once inhabited Rockhaven. It will offer insights into, and instill empathy for, the lived experiences of workers and patients alike by exploring the contemporary relevance of their stories, fostering a greater appreciation for the preservation and commemoration of our shared history.

Typology
While the Rockhaven Sanitarium Museum is nominally an institutional history museum, it most closely resembles the typology of a historic house museum, particularly due to its location within (and constraints associated with) a historic building, as well as the restoration and preservation of existing spaces to provide visitors with a snapshot of previous typical use.

Comparable museums employ interpretive content and narratives related to the history, culture, and lifestyles of the people who resided or worked in and around the house or the time period(s) of historic significance represented, and the Rockhaven Sanitarium Museum will be no exception.

Interpretive & Exhibit Topics
Interpretive content is envisioned to include (but is not limited to):
● Institutional History
Exhibits and artifact displays describing the formation and founding of Rockhaven Sanitarium by Agnes Richards in 1923, notable events in the lifespan of the institution and site, and connections to its contemporary state.
● Social History
Exhibits, artifact displays and staging of resident rooms and restrooms that explore the daily lives of the people who worked and resided at Rockhaven. ● Biographical Narratives
Spotlight stories of specific individuals associated with Rockhaven, exploring their personal histories, achievements, struggles, and contributions to society. ● Historical Context
Interpretive materials, exhibits and guided tours providing historical context to help visitors understand the broader events, movements, and societal changes that influenced the lives of residents and workers. Narratives will be especially situated within 3 the targeted context of local Glendale, La Crescenta and Los Angeles history, highlighting the connections between inhabitants and the surrounding community. ● Materiality
Curated items displayed to showcase the material culture of the sanitarium and its periods of use, including furniture, personal items and clothing, tools and medical equipment, and decorative arts, providing tangible connections to the past. ● Architecture and Design
Embedded interpretive panels and displays highlighting architectural features, interior design, and furnishings of the house, offering insights into architectural trends, construction techniques, and stylistic influences of time periods of significance. Notable landscaping elements and plantings will also be showcased.

Exhibit & Display Types
The museum will employ static and traditional methods of exhibit presentation, including mounted print panels, object display casework and vitrines and, for patient show rooms and restrooms, in situ installations of period-consistent furniture, equipment and artifacts.

However, because of the limited square footage available within the Pines Cottage, the breadth and depth of the narrative and interpretive opportunities available, and acknowledging recent exhibit design trends, the planning team assumes that static displays will be supplemented with a robust slate of digital and interactive exhibit elements, such as LED monitors, touchscreen displays, and object-reactive didactics.

As an operating entity has yet to be confirmed, the extent to which static displays of artifacts can be switched out or “turned over”, as well as the periodicity of artifact and exhibit turnover, is currently unknown. However, the refreshing of artifacts within “permanent” displays, casework and vitrines will be required to encourage repeat visitation and to preserve the artifacts themselves.

In addition to on-site opportunities for interpretation, the museum may expand its offerings to include digital and virtual programs, including online tours, virtual exhibitions, educational webinars, and interactive multimedia experiences accessible remotely via the museum website, or via a standalone app that may provide additional layers of interpretive content.

Programming & Events
In addition to exhibits and static displays, the museum will offer interpretive programming to engage visitors of all ages and interests, and deepen their understanding of the interpretive content on view.
4 Offerings may include (but are not limited to):
● Guided Tours
A facilitated experience for guests led by museum staff or trained volunteers who can provide insights and additional context into Rockhaven’s inhabitants and institutional history.
● Education & Community Outreach Programs & Workshops
Collaborations with local schools, community groups, and organizations to offer educational outreach programs, especially K-12 school tours. ● Lectures
Featuring scholars, historians, or experts in relevant fields, lectures may cover various topics related to Rockhaven’s history, residents, architecture or the broader historical context of the era.
● Family Programs
Family-friendly programs aim to engage younger visitors and their families through hands-on activities. These programs often include scavenger hunts, art/craft/making workshops, or living history demonstrations.
● Live Interpretation and Living History Events
Living history events that bring the past to life through costumed interpreters portraying “typical” workers and residents, and demonstrating period activities. ● Themed Events and Festivals
Holiday celebrations, garden parties, or historical reenactments that may include music, food, performances, and hands-on activities.
● Galas and Fundraising Events
As slate of donor, member and stakeholder support and cultivation programs, often featuring food and beverage service as part of a larger presentation, education or learning program.
● Rental Events to Outside Parties
As part of its revenue-generating program and community service initiatives, the museum may wish to rent a portion of its facility to outside parties for event or conference use.

While space within the Pines Cottage is limited for large-scale gatherings, the Flex Space offers limited possibilities for small-group sessions. Additionally, the exterior courtyard can function as the primary large-scale gathering space (and potentially a performance or film-viewing area), with the museum Reception space serving as a pre-function or support space. 5 Building Systems and General Requirements
Environmental Control
While museum interior spaces, with the exception of the Climate-Controlled Collection Storage Room in the basement, will not provide humidity control, all gallery and artifact display spaces (including Show Patient Rooms, unless Show Patient Room 111 is partially open to the exterior patio) should be able to maintain a relatively stable temperature of 70 degrees with no more than a ±3-degree daily fluctuation.

Replacement of existing windows in these spaces (and adjacent impacted spaces) may already be dictated by their current conditions and deterioration. Where possible, double-pane insulated glass windows should be installed, and if framing is also to be replaced or repaired, thermal breaks should be inserted.

Security
Alarmed entries and exits are recommended at all perimeter locations, with electronic door locks with keycard or RFID access mechanisms. Similar provisions should be made for the double doors plan south of Flex Room 107 (so that Exhibition and Office areas can be sealed off while other spaces are in use for events in the courtyard).

All entry and egress doors and portals should be monitored by security cameras, and all exit doors should be alarmed and have electromagnetic door contacts.

Security cameras should be installed within each Exhibition gallery space (101 and 102).

Fire Protection and Sprinklering
While a pre-action system is typical for museum gallery and display spaces, it may not be feasible (either with respect to existing building systems or for budgetary reasons) to provide this type of system within the museum. However, a standard wet-pipe system is a baseline requirement, and should be present in all museum spaces as an essential component of a comprehensive fire and life safety system.
6 Gallery-Specific Requirements
Galleries will need to be treated as secure areas that can be roped off for installation, while allowing the rest of the public museum areas to be kept open and separate for ongoing public activities.

The galleries should also incorporate security cameras to allow the spaces to be monitored both when the museum is open and to provide a recording of activity during hours when it is closed to the public.

There should be no sources of water (e.g. plumbing fixtures or garden spaces) located directly above collection storage areas which might allow water intrusion into these areas.

Gallery Lighting Electrical Load
Provide a lighting power density of 13 watts/sf for exhibit AV and lighting combined, and a lighting power density of 1.05 watts/sf (to be confirmed by architect and engineers).

In addition to the gallery lighting, the galleries will likely utilize multiple opportunities for video and digital media installations. Full power must be provided to support these exhibit units, and power for these will be located at two locations: in the floor and at a low point in the walls.

Gallery Lighting
All gallery and artifact display spaces have scrim shades that provide light filtration to minimize the damage to sensitive objects. Staff should be able to reduce visible light to 50 lux for sensitive objects (e.g. works on paper, photographs and textiles) and UV light to below 75 microwatts per lumen (0-10 microwatts per lumen preferred) All gallery lighting is UL-approved, checked regularly for shorts, and has lighting fixtures that offer light levels that are protective of the conservation-based lighting level requirements for all objects held within the galleries.

The gallery lighting system should be controlled as a system separate from all other, more functional, electrical systems in the museum.

The gallery switching should always be separate from any other lighting and power systems.

Gallery lighting control and switching should be done in breaker boxes and controls that are located within, or directly adjacent to, each discrete gallery space.

Galleries will also need a dual but separate system of work or all-purpose lighting All Gallery lighting must be designed to be flexible. This usually means track lighting, with a system design that incorporates multiple types of tracks, lighting cans, etc., so that the installation designers can utilize a vocabulary of multiple opportunities for specialized lighting situations for each exhibit unit.
7 Description of Spaces
110
Reception / Exhibition
Visitors will enter the museum from an adjoining hallway, which provides ideal proximity to the planned parking lot. Because the hallway will offer multiple pathway (to Show Patient Room 111 and towards Show Patient Room 112), signage and wayfinding will be critical to guiding visitors into the primary visitor reception and “lobby” space “Reception / Exhibition” 110.

This space is envisioned as the first point of welcome and contact for visitors with museum staff, serving as an information and orientation point, offering check-in and an originating location for all programs, tours and facilitated experiences elsewhere in the museum.

While the priority for this space is reception and orientation, and should feature provision for, at minimum, one LED monitor for visitor information, this space will also serve, in a limited fashion, as an exhibition and display space. Due to the presence of windows and doors along two walls, display should be limited to built-in casework in the existing niche plan east, with potential low vitrines along the plan north and west walls. However, this space should remain relatively uncluttered to facilitate movement and provide a sense of welcoming for visitors.

During events and programs situated in the central exterior courtyard, this space may also serve as a pre-function area. As the largest single space within the museum (with the exception of Exhibition galleries 101 and 102, which are not suited for this purpose), this room may also be used as a small gathering, conference or lecture space.

To facilitate flexible use, furnishings within this space should be limited to a narrow, rectangular, and movable reception desk or counter and, at most, limited bench seating for visitors. A minimum of two floor-located quad outlets, in addition to outlets on each of the plan north, west and south walls and inside the casework niche, should be provided to accommodate staff, lighting and exhibit needs.

Flooring should be resilient and even to promote regular reconfiguration of furniture. With the exception of needed alterations to the niche to support built-in casework, existing conditions should be maintained as much as is possible. Scrim shades should also be provided for the windows and doors within this space to prevent possible damage to artifacts stored within vitrines; otherwise, vitrine glass should be specialized to reduce UV damage.

Dimmable, recessed lighting is appropriate and adequate for multiple uses, and is recommended here. At a later date, track lighting appropriate for gallery functions may be installed; therefore provision for this type of lighting grid should be considered. 8 Circulation / “Speciality Exhibition” Hallway
Visitors leaving Reception / Exhibition 110 will circulate to this nearby hallway. To promote movement into the adjacent Exhibition galleries 101 and 102, the doors into previously existing spaces will be removed.

Due to the narrowness of this space, it is likely that only wall-mounted graphics or displays will be possible here. At most, one wall of extremely narrow vitrines may be installed. 101, 101A and 102
Exhibition
Existing walls separating patient rooms will be removed to create the museum’s primary exhibition gallery spaces 101 and 102. A mix of static, post and panel displays plus digital media interactives is envisioned for this space.

Flooring consistent with existing conditions (vinyl tile or hardwood) is preferred. Scrim shading should be provided for the protection of artifacts on display, and to preserve optimal lighting and viewing conditions for digital displays.

LED track lighting consistent with gallery applications (i.e. re-positionable, movable and with the ability to add or subtract cans as needed) is required.

Two to three quad power outlets should be provided in center-aligned positions in both 101 and 102, with standard, horizontally-oriented dual outlets at the base of each wall no less than 10’ apart around.

The existing closet, 101A, may also be used as a display space, possibly as a show closet providing period-appropriate installations of personal items and clothing.

For Exhibition 102, it is possible that provision for access to the exterior will be provided at the existing doorways via French doors or similar. However, these doors should have seals at the edges of all frame and leaf contact points to provide a sufficient climate and pest control barrier, and should be lockable as needed to inhibit movement during periods (or depending on exhibition-specific installations) when entry or egress is not allowed. 103
ADA Restroom
A newly-designed (i.e. non-original) restroom with dimensions adequate to allow for ADA-compliant use. Fixtures can be of a contemporary nature, and need not reflect the extant historic fabric of neighboring spaces.
103A
Electrical
Re-purposing of existing closet space for use as an electrical room. 9 104
Janitor’s Closet
Janitorial support space for service for museum spaces. Requires floor/mop sink, plus limited open steel shelving for regularly-used supplies and cleaning materials. 105
Unisex Restroom
Functioning restroom available for general public use. Where possible, existing fixtures will be used, or replaced with similar fixtures representing the extant historic fabric to emulate a “show room”-comparable restroom.
106 and 106A
Museum Office and Closet
All-purpose office space for use solely by museum staff and/or staff-designated parties (e.g. volunteers, interns, approved vendors, etc.).

Workstations may be built-in countertops ringing the room where possible, or may be standalone desks. A minimum of 3 workstations is required. Power outlets should be distributed appropriately.

The museum’s security plan has yet to be finalized, but it is likely that, without a dedicated security room, security monitoring (via cameras) will occur in this space.

The Closet 106A accessed in this space will likely be used for storage of administrative and visitor service-related supplies and materials.

Recessed lighting is appropriate for these spaces.
107
Flex Room
This space is envisioned as completely flexible in functionality, to be configured as needed by the museum’s future operator. Anticipated options for use (which may or may not be combined) include:
● Visitor respite and/or reading space, with interpretive content-related media and comfortable seating
● Overflow office or staff conferencing/collaboration space ● Small community or visitor group meeting or conference space ● Small classroom or making workshop
● Small spotlight gallery
Due to the variety of potential uses for this space, it will be critical to provide adequate power outlets (a floor-installed quad outlet in the center of the room, plus horizontally-oriented standard outlets at the base of each wall.
10 Scrim shading should also be provided in case of future use as a small gallery or artifact display space.

Given the limited square footage in this room, dimmable, recessed lighting is appropriate and adequate for multiple uses and is recommended here.
108
Unisex Restroom
A newly-designed (i.e. non-original) restroom for general public use. Fixtures can be of a contemporary nature, and need not reflect the extant historic fabric of neighboring spaces. 111, 111A, 112 and 112A
Show Patient Rooms and Closets
Two existing patient rooms, one (112) with a closet, will be refurbished to emulate conditions consistent with the period of historic significance as typified by current finishes and materiality.

Period-appropriate and representational furniture, objects (or reproductions), personal effects and/or clothing (especially in Closets 111A and 112A) may be curated and installed to provide an additional layer of interpretation and historic context.

Lighting consistent with existing fixtures will likely be employed to recreate typical use conditions; however, these may be supplemented by gallery-like lighting elements (e.g. small spots or cans focused on areas of
The museum operator will ultimately decide if these rooms should be typically accessible by museum visitors, or if access is occasionally limited for “exhibit” or artifact change-out or to limit wear-and-tear on surfaces. In either case, 111 and 112 should be able to be roped off to allow only viewing into the spaces, rather than entry into the spaces.

Interactive touchscreen and/or display monitors may be positioned within, directly outside or adjacent to these spaces, and therefore adequate power should be supplied for this possibility.

While temperature control is highly desired in these spaces, Show Patient Room 111 features French doors leading to a small exterior patio area. It is left to operator and curatorial prerogative whether or not these doors remain fully closed to provide a more-secure climate, pest and security barrier, or if these doors are operable by visitors. If the latter option is selected and the doors remain fully or partially open, a screen door or similar should be employed to mitigate pest intrusion.
113
Show Bathroom
This existing bathroom will be refinished to emulate conditions consistent with the period of historic significance as typified by current fixtures and aesthetics, and will serve as a show or “model” bathroom as a static interpretive or “exhibit” element within the museum. 11 Period-appropriate and representational objects (or reproductions) may be curated and installed to provide an additional layer of interpretation and historic context.

It is yet to be determined if this bathroom will also serve a functional purpose as a usable restroom. However, maintaining the cleanliness and quality of this space represents a higher priority, and use (even if functional) should be highly restricted. 114
Heat-And-Serve Kitchen
This functional kitchen space serves two purposes: as a staff lounge and lunchroom, and as a catering kitchen for museum-generated and rental events.

Direct access to the central courtyard is provided via double doors in the existing location.

While third-party vendors or caterers may use this space to heat and plate food for catered events, open-flame cooking is not anticipated here. Appropriate venting and/or direct exterior exhaust may be required if large-scale heating of prepared food (via a commercial-grade oven or microwaves) is anticipated.

Provision for the following fixtures and equipment should be made:
● A double-bowl residential or commercial kitchen sink with garbage disposal ● Large residential-grade or standard commercial refrigerator ● Standing double-deck commercial convection oven (typically 240V, dimensions 38”x42”x60”)
● Commercial-grade microwave
● Ice maker
● Small, 2-seat table and chairs for staff use
● Countertops for prep and plating
Basement
General Storage
The majority of square footage in the museum basement will be occupied for building systems.

However, additional space may be available for general storage of museum operations-related supplies, event furniture, and large, non-sensitive collections objects (especially furniture).

Storage units for the available space are highly dependent upon the final configuration and placement of building systems, Climate-Controlled Collections Storage, and the remaining square footage available.

Basement
Climate-Controlled Collections Storage
12 A small (approximately, but to be confirmed) 12’x’12’ “room within a room” offering full temperature and humidity control for sensitive and fugitive collection items, especially documents, works on paper and photographs, but potentially including textiles and clothing, space permitting.

The system should maintain a year-round temperature of 70 degrees with no more than ±2-degree fluctuation.

The system should maintain a 50% relative humidity (RH) with fluctuations no greater than +/-8% RH throughout the year, allowing seasonal fluctuations between the two extremes, but holding daily fluctuations to ±3%.

Open, powder-coated steel shelving is required for artifact storage in acid-free archival file and Solander boxes. Shelf height should be reconfigurable to allow for hanging of garments and textiles, if these materials are included in the museum’s accessioned collections.

Construction materials used for this space should be consistent with those observed at similar museum climate control archival and collection storage rooms. 13 174 of 292
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Rockhaven Sanitarium | July 20, 2023
Honolulu Ave
Hermosa Ave
Pleasure Way
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0 10’ 20’ 40’
Proposed Scope
Site Improvements
Existing Buildings to Protect in Place
Museum
Off-Site Improvements: Parking & Access
• No Assessment / Improvements
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CARETAKER
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WATER

DISTRICT
Scope of Work Scope of Work Diagram

FIRST AMENDED EXHIBIT A - SCOPE OF WORK
DocuSign Envelope ID: 903D84C1-7641-4979-8830-9768F3B87E0C New Parking lot
Additional Scope
Building
- Nurse's Cottage (Bldg A 1928) outfit for future Community Service Bldg. (Meeting rooms, kitchen, storage, office space)
- Garage (Bldg B 1928 & 1931)
Tier 1: Protect in Place
Tier 2: Demo back Addition. Rehab front for storage
Tier 3: Demo completely (if not historically significant) Site
- New driveway and vehicular access gate/fence
- New Parking Lot to service Museum building
- Pedestrian connections from parking and public sidewalk to Museum Bldg and Nurse's Cottage.
- New Planting and Irrigation
- Necessary grading, accessiblity and stormwater work.

Design Phases for Fee Breakdown:

1. Planning/Feasibility Study - (1 month)
- Assume 2 site visits and 3 virtual mtgs.
- Review of Historical Documents
- "Master Plan" package for Council approval of added scope area. (ARG, SWA)

2. Building/Site Assessment & Concept Design
(SWA, ARG, MEPCAL, Structural Focus)

3. Design Documentation for Construction
(SWA, ARG, MEPCAL, Structural Focus, PSOMAS)

4. CO/CA services
(SWA, ARG, MEPCAL, Structural Focus, PSOMAS)
Additional Surveying
- Site Survey (PSOMAS)
- Building Scanning (PSOMAS) - Only to level necessary for design documentation.
- Hazardous Material Assessment (Bldg A & B) - (Vista)
Garage: ARG to confirm
partial demo feasibility
and historic significance.

Expanded Scope Area
(~15,000 SF)
Nurse's Cottage:

Future Community Bldg.

Vehicular
Connection/Access
Pedestrian
Connections
Topographic
Survey Area July 31, 2024 EXHIBIT A: Scope of Work Diagram 197 of 292
865 S. Figueroa Street
Suite 3200
Los Angeles, CA
90017
P: 213.223.1400
F: 213.223.1444
www.psomas.com
Balancing the Natural and Built Environment
W:\1SWA021500\ADMIN\Contracts\Additional_Services\24-0508_ASR1_Additional Survey Services.docx May 16, 2024 Via E-mail: [email protected]
Ryan McKay

SWA GROUP
811 W. 7th Street, 8th Floor
Los Angeles, CA 90017
213-236-9090

Subject: Additional Services Request 1: Additional Survey Services Rockhaven Sanitarium Historic District Improvements
Per Psomas Job Number 1SWA021500
Dear Ryan,
Psomas is requesting an additional budget for additional survey services for Design Survey A, Alternate Design Survey B, Utility Survey A, Utility Survey B, and Architectural Interior/Exterior 3d Scan, all as depicted on attached Exhibit “A”. Design Surveys A and B will conform to the Scope of Surveying Services attached hereto as Exhibits “1”, Utility Surveys A and B will conform to the Scope of Surveing Services attached hereto as Exhibit “2”, and Architectural 3d scan will conform to the Scope of Surveying Services attached as Exhibit “3”.

The fixed fees are as follows: Design Survey A = $8,500; Design Survey B = $10,500; Utility Survey A = $4,000; Utility Survey B = $6,500; and Architectural Interior/Exterior 3d Scan = $10,500 and can be accomplished within four to six weeks of authorization. Charges will be billed per the provisions of our earlier contract. As a result of state law (California Business and Professions Code Section 8759(a)), we are required to have a contract signed and returned to us before we can begin to provide consulting services.

We look forward to our continued relationship with you and invite any inquiries you may have regarding our proposed services. Please contact me at (213) 223-1566 if you have any comments or questions.

Sincerely,

AUTHORIZATION TO PROCEED
Daniel Rahe, PLS By:

Vice President
Title:

DR:rd Date:

EXHIBIT B
198 of 292
W:\1SWA021500\ADMIN\Contracts\Additional_Services\24-0508_ASR1_Additional Survey Services.docx 555 South Flower Street
Suite 4300
Los Angeles, CA 90071-2416
Tel 213.223.1400
Fax 213.223.1444
www.psomas.com

EXHIBIT “1”

ROCKHAVEN SANITARIUM HISTORIC DISTRICT IMPROVEMENTS
The Consultant agrees to prepare a Design Survey for the project. Specific items of service are as follows:

1. Prepare a SURVEY MAP situated on NAD83 state plane coordinate system at a scale of 1" = 10’ over the site shown on attached Exhibit “A” delivered in both hardcopy (scaled PDF plot) and AutoCAD format. Survey to be performed in field by GPS and conventional total-station methods.

2. BOUNDARY and/or RIGHT OF WAY lines established from field surveyed information (nearest adjacent public right of way and centerline will be depicted to the extent feasible should a title report not be provided to the surveyor).

3. Delineation of plottable EASEMENTS from a Client-supplied title report.

4. HORIZONTAL LOCATION, size and description of buildings, driveways, walks, curbs, walls, fences, gates, signs, poles, trees over 6" in diameter (DBH), and other permanent surface visible features.

5. TOPOGRAPHY situated on presiding municipal datum as established by city benchmarks at a 1-foot contour interval, and spot elevations on a grid pattern in level areas.

6. ELEVATIONS on driveways, utility pads, walks, curbs, gutters, and walls, including at back of walk, top of curb, flow line, edge of gutter and centerline every 25’ along abutting streets, should said streets fall within the limits as depicted on attached Exhibit “A”.

7. UTILITIES in adjoining streets from available substructure maps joined, where possible, with visible signs of utilities located by the field crew. Paintmarks provided under the terms of this proposal, if any, will be mapped in conjunction with this effort and depicted in Survey Map, together with Field-measured invert elevations on sanitary sewer and storm drain manholes. Cleanouts will not be opened without assistance from client due to potential for damage and lack of access to lateral invert.

It should be noted that irrigation lines are most often not detectable from surface, and that sprinkler heads, control boxes, and control valves will be the only evidence available at the surface.

8. SQUARE FOOT AREA within boundary lines if a title report is provided by the client.

9. PARKING SPACE count [and delineation of surface parking stalls only]. 199 of 292
W:\1SWA021500\ADMIN\Contracts\Additional_Services\24-0508_ASR1_Additional Survey Services.docx EXHIBIT “2”

SUBTERRANEAN UTILITY DETECTION (SUE)
Substructure utility detecting and mapping is a branch of the engineering practice that involves managing certain risks associated with utility mapping at appropriate Quality Levels, utility coordination, utility relocation design and coordination, utility condition assessment, communication of utility data to concerned parties, utility relocation cost estimates, implementation of utility accommodation policies, and utility design. Substructure utility detecting and mapping utilizes professionals with the education, training and knowledge of underground utility systems and civil and survey technologies required to verify and reconcile the different methods of utility detecting.

For the purpose of this proposal Psomas has been asked to locate the horizontal and vertical locations, as well as pipe size and pipe material if obtainable, for the underground utilities including: water, gas, power, waste, communications and cable/TV for the area within Utility Surveys 1 and/or 2 as shown in Exhibit “A” attached hereto. For utility detecting we detect most underground utilities by using one or all of the following: a standard electromagnetic utility locator, a ground penetrating radar unit, sonic wave generator and magnetic locator.

With this method, we are able to find: main water supply lines and associated branch lines made of metal (conductive) or water lines installed with a “tracer wire”, sewer and waste lines by electromagnetic location, power lines, telecommunication lines, gas lines with tracer wires.

Our technicians will mark the indications directly on the surface of surveyed areas using the American Public Works Association (APWA) Uniform Color Code. All utility locating marks are made in accordance with the Common Ground Alliance (CGA) Best Practices.

Once lines have been detected, we will utilize the best option for marking the utility locations.

Psomas’ subsurface utility detection and mapping team utilizes ASCE’s SUE Guideline 38- 02 to define utility locations by Quality Levels A-D. ASCE SUE Guideline 38-02 defines four areas of utility mapping consisting of record utility plotting (QL-D), utility field surveys (QL-C), SUE detection (QL-B) and potholing (QL-A). For the tasks listed below ASCE Quality Level B, SUE Detection will be performed.

DISCLAIMERS
• Detection of all utilities cannot be guaranteed due to the many variables such as materials, depth, signal interference, lack of record information and environmental factors to name a few.
• The horizontal positions of utilities depicted on the designation deliverable and in the field are considered approximate. To achieve precise horizontal and vertical locations, Quality Level “A” Test Holes must be performed. 200 of 292 W:\1SWA021500\ADMIN\Contracts\Additional_Services\24-0508_ASR1_Additional Survey Services.docx • Nonmetallic utilities such as PVC, Asbestos Cement, Terracotta, and Plastic pipes are nonconductive and cannot be traced with electromagnetic instrumentation. Ground Penetrating Radar (GPR) will be used in an attempt to identify nonmetallic utilities.

GPR
results can be affected by various factors such as pipe size, depth, and most importantly environmental factors such as soil conditions, rebar, and subsurface ground water.
• Use of this service does not relieve others of their responsibility to notify 811 Dig Alert prior to any excavation.
• Being that some of the work is to be performed within a parking lot, we recommend that we perform this work when cars are not parked in these areas or that the area be blocked from parked cars. If the cars cannot be prevented from parking within the parking lot, then the utility detection maybe be inconsistent and lack continuity.

Proposed Scope of Utility Detection Services
Substructure Utility Detecting:
• Utilize standard Substructure Utility Engineering (SUE) detection equipment to locate detectable utilities within Utility Surveys 1 and/or 2 and shown on the attached Exhibit “A”.
• For the purposes of this proposal 2-4 8-hour day(s) were assumed. If an additional day(s) of field time are required due to delays the project team will be notified and a change order with the budgetary and schedule impact will be submitted. • Paint marks, pins, lathe with flagging and/or feathers will be set for the survey field crew to locate once utility locating has been performed.

Exceptions/Assumptions:
• All lines designated by the client for need of locating must have clear unobstructed access points.
• No traffic control will be required or provided.

Access provided by others.
201 of 292
W:\1SWA021500\ADMIN\Contracts\Additional_Services\24-0508_ASR1_Additional Survey Services.docx EXHIBIT “3”

ROCKHAVEN SANITARIUM HISTORIC DISTRICT IMPROVEMENTS
The Consultant agrees to provide Scanning Services for the project. Specific items of service are as follows:

SCOPE OF WORK
Scan to BIM Revit Model:

Psomas will generate a LOD 300 Architectural, 3D Revit Model (Version 2021, format .rvt) to the specifications outlined below.

METHODOLOGY
Psomas is proposing to use Mobile LiDAR (Light Detection and Ranging) scanning technology to capture existing conditions of the project site and interior building structure. Targets will be used throughout the project area to register scans. These targets will be conventionally surveyed to create a highly accurate registration.

Point clouds will have a maximum of 5 cm (about 1.97 in) point to point spacing at 20 feet from scanner location. Point clouds will be cleaned of any significant noise points and translated into RCS & RCP to use within Autodesk 2018 and newer products (Revit, AutoCAD, Navisworks).

QA/QC checks will be performed throughout the production workflow to monitor and maintain accuracy requirements and a final check prior to final delivery.

It is assumed all project areas will be accessible. Client is responsible for providing access to the facilities, notifications, negotiations with tenants and scheduling the fieldwork.

SURVEY CONTROL
Survey control network will be previously established by conventional survey methods and will be based upon project control parameters as set forth in the contract documents. Targeted control stations will be evenly spaced horizontally throughout each building to ensure overall verification and accuracy of the scanning operations. Horizonal control is based on The North American Datum of 1983 (NAD83) Zone, Vertical control is based on the National Geodetic Vertical Datum of 1929 (NGVD29).
3D MODELING
The model will be created from the registered point-cloud data generated via 3D Laser Scanning mentioned above. The model will have an accuracy level consistent with LOD 300 standards. Psomas will include the following elements, any elements not listed are excluded:

Architectural
Interior and Exterior Walls Finished Floor Surface
Ceilings Doors & Windows
Visible Columns and Beams Stairs/Stairwells and Ramps
Railings Large Pipes
202 of 292
W:\1SWA021500\ADMIN\Contracts\Additional_Services\24-0508_ASR1_Additional Survey Services.docx EXHIBIT "3" cont’d

FINAL DELIVERABLES
• Registered scan data in .E57 format
• One 3D Revit Model (.rvt format, Version 2021)

REMARKS AND ASSUMPTIONS

1. Level of Development: Refer to BIMForum Standard
LOD 300: The model will be represented as a generic system, object, or assembly with approximate quantities, size, shape, location, and orientation. Non-graphic information may also be attached to the model element.

2. All floors will be modeled at a constant elevation across the floor level.

3. Revit Version to be determined by client, otherwise Psomas will assume 2021 Version.

4. Elements not visible in the point cloud will not be considered.

5. All modeling will be based on Point Cloud only. No design drawing information will be added to the model (unless otherwise noted).

6. Standard families from Revit libraries will be used, Psomas will create new content as necessary, but Content Creation such as doors, windows, furniture, etc. is not included in this proposal and will be charged as a separate fee package.

7. Psomas will use their own project datum in the case the client does not provide one.

8. Psomas will use their own template in case the client does not provide one.

9. Psomas will not develop any calculations according to code as to life safety, egress plan, etc.

10. Psomas will not make any design decisions regarding layout or sizes.

EXCLUSIONS
Any other items beyond those explicitly stated in the Scope of Work section, such as:

1. Additional levels, area or square footage not identified in the Scope of Work.

2. Exclusion on BIM Modeling:
a. All MEP and above ceiling content
b. Interior design/finishes/millwork/casework
c. Misc. Steel (plates, bolts, rebars, etc.)
d. Power Outlets, and switches, hangers, valves, flanges, or insulation e. Fire alarm system, flex pipes or sprinklers
f. Equipment other than those mentioned above.
g. All elements under 2” in diameter

3. System Classification (MEP-FP).

4. FFL Reporting and Modeling.

5. Renderings, visualization and 2D drawings sheet creation and settings.

6. Psomas will not develop any construction details.
203 of 292

EXHIBIT B
3D LIDAR SURVEY
Legend
DESIGN AND UTIL SURVEY "A"
DESIGN AND UTIL SURVEY "B"

SCAN AREA
200 ft
N
➤

AREA NOT INCLUDED

IN SCOPE OF SERVICE AREA NOT INCLUDED

IN SCOPE OF SERVICE
204 of 292

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc 865 South Figueroa Street
Suite 3200
Los Angeles, CA 90017
Tel 213.223.1400
www.Psomas.com
July 30, 2024
Mr. Ryan McKay

SWA GROUP
811 W. 7th Street, 8th Floor
Los Angeles, CA 90107
Subject: Proposal for Additional Professional Services
Rockhaven Historic District – Expanded Scope Area
Psomas Project 1SWA021501 R1
Glendale, California
Dear Ryan:

Psomas is very pleased to submit this proposal to provide additional professional services for the subject project. Based on the information provided to us we have developed the attached Scope of Services and associated fee to meet the project requirements, as we understand them, as described in Exhibit “A” and Schedule “A”, respectively (attached).

We look forward to working with you on this project.

Sincerely,
PSOMAS
Ryan Lynch, PE, ENV SP, LEED AP
Senior Project Manager | Associate

Enclosures
cc: Cecilia Mokler, Vice President (Psomas)

EXHIBIT C
205 of 292
EXHIBIT “A”

SCOPE OF SERVICES
ROCKHAVEN HISTORIC DISTRICT – EXPANDED SCOPE AREA
PSOMAS PROJECT 1SWA021501 R1
JULY 30, 2024

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc

PROJECT DESCRIPTION
The City of Glendale owns and operates the Rockhaven Historic District site. The site is bounded by Honolulu Avenue, Pleasure Way, and Hermosa Avenue and contains approximately 3.8 acres.

SWA Group (“SWA”) has been selected by the City to provide landscape architectural services as the lead design professional for the project. Psomas is providing civil engineering and survey services on the base project (consisting of the eastern portion of the Rockhaven property) under a separate authorization with SWA (agreement dated July 5, 2024). The base project consists of a museum and site improvements. Site improvements are intended to restore historic gardens and courtyards, provide accessibility compliant pedestrian circulation (including new walkways, ramps, and stairs), and provide limited parking improvements on the surrounding roadways.

The City wishes to expand the scope into an additional 15,000 square foot site area west of the museum, consisting of Buildings A and B and the immediate surrounding site.

SWA has requested this proposal from Psomas to provide professional civil engineering design and construction support services in support of the proposed project. This proposal is based on a Scope of Work document prepared by SWA, attached as Exhibit “A-1”.

In general, the scope of services for the project includes:

1. Construction Documents. To be submitted at the 30%, 60%, and 90% completion levels.

The 90% drawings shall be submitted to the City of Glendale for permitting. Plan check responses shall be submitted to the City and 100% drawings will be issued for construction.

2. Bid Support. Limited to review of bids received by the City.

3. Construction Administration. Review of RFIs and submittals, construction site visits, and closeout services.

The plans prepared for this project shall be separate from the base permit contract documents and will have a separate permitting process through the City.

The initial Planning/Feasibility Phase and Concept Design Phase will be performed by SWA without a need for civil engineering services from Psomas.

Psomas agrees to furnish and perform the following professional services pertinent to the project specifically outlined as follows:
206 of 292
EXHIBIT “A”

SCOPE OF SERVICES
ROCKHAVEN HISTORIC DISTRICT – EXPANDED SCOPE AREA
PSOMAS PROJECT 1SWA021501 R1
JULY 30, 2024

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc

SCOPE OF SERVICES

BASIC SERVICES
Task 1. Construction Documents and Permitting
Construction Documents will be provided for the City-approved layout developed with the Conceptual Design Phase. The Construction Documents shall describe the quality, configuration, size, and relationships of site components to be incorporated into the project. Work elements include:

Plan Deliverables Remarks
• Existing Conditions Plan Site survey showing existing improvements (prepared by Psomas under separate authorization with SWA)
• Site Demolition Plan Demolition plan indicating site improvements to be removed or protected in place
• Horizontal Control Plan Locate new site improvements, with dimensions and detail callouts within project limits
• Precise Grading and Drainage
Plan

• Civil Site Utility Plan Storm drain only
• Erosion Control Plan See Task 5
• Structural Design Retaining walls less than six feet; footing and reinforcement details for stairs, light poles, guardrails, and handrails
• Civil Construction Details
• Provisions shall be made to protect in place or reconstruct the surface indications of existing utilities as required.
• Review the 30% project site plan prepared by SWA. Provide technical recommendations and collaboration on the site plan.
• Review a geotechnical report provided by the City.
• Attend one site visit to walk the site with the design team and City. Review the proposed site improvements.
• Prepare a discipline-specific update to the Basis of Design narrative at 30% completion. • Attend no more than three (3) virtual video meetings with the Architect and project design team review and coordinate design. This assumes weekly meetings to provide adequate coordination due to the short duration of the design phase. • Prepare technical specifications in CSI format. Where possible, City of Glendale standard plans and SPPWC standard drawings shall be used.
• Submit drawings and technical specifications for review at 30%, 60%, and 90% completion. • SWA shall submit the 90% drawings to the City for permit review. • Psomas shall address discipline-specific comments and assist SWA in resubmittal to the City. All related fees shall be paid by the City. Two rounds of City plan check are 207 of 292
EXHIBIT “A”

SCOPE OF SERVICES
ROCKHAVEN HISTORIC DISTRICT – EXPANDED SCOPE AREA
PSOMAS PROJECT 1SWA021501 R1
JULY 30, 2024

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc assumed. Further rounds of plan review will require additional design fees if comments received are new.
• Psomas shall address discipline-specific comments and submit drawings to SWA as 100% Construction Documents.
• 100% Construction Documents and technical specifications are intended to be for the bid process. Revisions at the 100% Construction Documents phase can be provided as an additional service.

The expected duration of this task is six months.

Task 2. Bid Support
Psomas shall provide a discipline-specific review of bids received by the City and attend one virtual video meeting to discuss the findings.

Bid Addenda are excluded from this proposal and can be provided for an additional fee.

The expected duration of this task is one month.

Task 3. Construction Administration Services
Construction is anticipated to have a 10-month duration. Construction Administration services include:
• Attend one (1) pre-construction meeting.
• Respond to discipline specific contractor RFI’s, assume a maximum of six (6) RFIs. • Review discipline-specific contractor submittals and shop drawings, assume a maximum of four (4) submittals.
• Attend no more than two (2) site visits during construction. • Attend one (1) punch walk and provide punch list comments to SWA. • Perform on (1) site visit to review completion of punch list items. • Prepare discipline-specific Record Drawings based on signed and dated redline set provided by contractor indicating any changes or deviations from the contract documents. The scope does not include field verification of this data.
• Provide Record Drawings in PDF and AutoCAD format.

SUPPORTING SERVICES
Task 4. Low Impact Development (LID) Design and Modification of Base Project Report LID features of the project design shall be reviewed and discussed during the 30% Design Phase.

This Task assumes that the Geotechnical Report provided by the Owner will include percolation testing and a recommendation for the feasibility of infiltration as an LID treatment method.

LID scope for the expanded project scope is assumed to expand on the LID treatment used for the base project.
208 of 292
EXHIBIT “A”

SCOPE OF SERVICES
ROCKHAVEN HISTORIC DISTRICT – EXPANDED SCOPE AREA
PSOMAS PROJECT 1SWA021501 R1
JULY 30, 2024

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc During the 30% Design Phase, develop schematic-level Low Impact Development (LID) strategies and meet with the City to get concurrence on the LID treatment used for the project.

The LID design shall be further developed for the 60% and 90% Design and shown on the respective design drawings.

Psomas will update the LID Report prepared for the base project in conformance with City’s requirements for MS4 permit compliance. The LID strategies will comply with the most current and applicable ordinances. The design will incorporate required structural and non-structural BMPs. The site will be defined as the limits disturbed by the project. The project will be required to comply with the City’s stormwater permit and the City will be the reviewing agency.

Task 5. Storm Water Pollution Prevention Plan (SWPPP)
Scope of Services shall include preparation and submittal of a Notice of Intent (NOI) and Vicinity Map to the SWRCB. Psomas shall prepare Storm Water Pollution Prevention Plan (SWPPP) in conformance with the State Water Resources Control Board, Order No. 2022-0057- DWQ.

SWPPP Preparation scope of services includes preparation of one (1) NOI and development of one (1) single comprehensive SWPPP for the entire project site. Preparation of separate SWPPP documents or a phased SWPPP for the two phases is excluded from this scope of work. The SWPPP will be prepared by a qualified SWPPP Developer (QSD).

As a requirement of the SWPPP, and as part of the Construction Documents, Psomas will prepare an Erosion and Sediment Control Plan for the project site addressing Best Management Practices to be implemented during and the construction activities to control sediment or prevent erosion within disturbed areas of a construction site. The plan will be included in the SWPPP report.

Although this project is less than one acre and would not require a SWPPP as a stand alone project, due to the adjacency and timing of the base project, Psomas assumes that a SWPPP will be required. Psomas will provide a separate SWPPP for the expanded project area, or, at the City’s direction, modify the SWPPP for the base project. Modification of the base project SWPPP is only feasible if the same general contractor constructs both projects.

Task 6. Offsite Improvements
Psomas shall develop Street Improvement Plans as a permit set separate from the on-site Construction Documents described above. Plans shall conform with the City of Glendale standards. Plans shall be prepared at the 90% Design phase. Right-of-way improvements shall be determined during the 30% Design phase and are expected to include:

Street Improvement Plans
• Reconstruction of two existing driveway approaches on Hermosa Avenue • Sidewalk replacement in support of the driveway approaches and site access from Hermosa Avenue 209 of 292
EXHIBIT “A”

SCOPE OF SERVICES
ROCKHAVEN HISTORIC DISTRICT – EXPANDED SCOPE AREA
PSOMAS PROJECT 1SWA021501 R1
JULY 30, 2024

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc Permitting for Offsite Improvement Plans
Submit the 90% Design to the City of Glendale for Public Works permitting. Respond to discipline-specific comments and submit 100% documents to the City for approval. The scope assumes two rounds of plan check comments for Construction Documents. Outside consultant plan check review is not assumed and may result in additional fee. Further rounds of plan review will require additional design fees if comments received are new.

Task 7. Structural Plans & Details
Psomas shall provide structural plans and details for site elements. The following structural elements are assumed for this proposal:
• One parking lot light footing design

EXCLUSIONS
• Site layout / site plan
• Utility design not described herein, specifically sanitary sewer, domestic water, and fire water improvements
• Natural gas, chilled water, hot water, electrical, and telecommunications utility design • Hydrology and hydraulic calculations or studies
• 3-Dimentional BIM modeling
• REVIT modeling
• Survey services
• Utility locating, potholing, or mapping
• Structural engineering beyond that stated herein
• Fence or gate design
• Geotechnical studies, reports, or design of paving structural cross-sections • Hazardous Materials Studies or Reports
• Parking/traffic studies
• Traffic engineering
• Traffic Control plans
• Design of upgrades for facilities outside of the project site • Fire Department coordination
• Legal descriptions, government fees, permits and assessments • Methane gas protection measures and coordination
• Plan check fees
• Construction staking
• Quantity take-offs
• Assembly, advertisement, and distribution of bid package • Value Engineering
• Public hearing attendance
• Arborist studies or consulting
• Landscape and Irrigation design
• Cost estimating
• Services not specified herein
210 of 292
EXHIBIT “A”

SCOPE OF SERVICES
ROCKHAVEN HISTORIC DISTRICT – EXPANDED SCOPE AREA
PSOMAS PROJECT 1SWA021501 R1
JULY 30, 2024

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc

ASSUMPTIONS
• All drawings shall be developed in AutoCAD Civil 3D 2021 and shall be submitted in PDF and AutoCAD format. Architect will develop the proposed site base files in AutoCAD format.
• Upgrades to offsite utility infrastructure will not be required. • It is assumed that the existing utility infrastructure has sufficient capacity for the proposed project. Modeling of existing utility networks will not be required and is specifically excluded. The plumbing demands for the proposed buildings will be provided by Others. • It is assumed that no new / relocated / upgraded water and sanitary sewer improvements will be required. If it is determined that such improvements are required, a proposal for additional services can be provided.
• Scope of services described herein assumes that design and detailing of retaining wall drains, as applicable, will be part of the civil scope. It is assumed that these drains will connect to an existing on-site storm system or be allowed to discharge to the adjacent street gutter through parkway drains. It is furthermore assumed that upgrades / modifications to the existing storm drain system or new connection(s) to public storm drain system(s) will not be required. If it is determined that any such improvements are required, a proposal for additional services can be provided.
• Psomas shall review the geotechnical report(s) prepared by Others and provided to Psomas.

Provide comments to the geotechnical report(s) in the event that the existing geotechnical report is not satisfactory. This proposal assumes a geotechnical report generally includes:
new pavement section design, recommendations for existing soil suitability as subgrade material, recommendations for over-excavation of existing subgrade soils, recommendations for allowable soil bearing pressures for structures, and recommendations for bedding conditions for all structures, piping, and appurtenances. • A topographic survey prepared by Psomas under separate agreement with SWA shall be used as the basis of design. No design surveys or utility mapping services are included. • Scope of services included herein assumes that the subject project will be bid and constructed under a single contract and does not include services for multiple bid support and construction administration phases.
• Should the project be put on hold by the City or any Authority Having Jurisdiction (AHJ) for a period of six months or longer, adjustments to the contract scope and fee may be required. • Should to the City’s or any AHJ’s interpretation of applicable codes and/or ordinances change, or should new requirements be enacted during the review process, adjustments to the contract scope and fee may be required.
• Changes in design precipitated by the Architect or the Owner will be addressed for an additional fee. Changes in design due to normal design coordination are anticipated and included in this proposal.
• It will be the Contractor’s responsibility to coordinate with the City on traffic flow and other operational specifics of implementation. 211 of 292
SCHEDULE “A”

FEE SCHEDULE
ROCKHAVEN HISTORIC DISTRICT – EXPANDED SCOPE AREA
PSOMAS PROJECT 1SWA021501 R1
JULY 30, 2024

W:\1SWA021501\ADMIN\Contracts\Additional_Services\1SWA021501_Rockhaven Expanded Area.doc Client agrees to pay Consultant as fixed fee (unless noted otherwise) compensation for the professional services described in Exhibit “A” in accordance with the following schedule:

FEE SCHEDULE

DESCRIPTION BUDGET

BASIC SERVICES
Task 1. Construction Documents and Permitting (fixed fee) $44,000 Task 2. Bid Support (fixed fee) $ 3,500
Task 3. Construction Administration Services (fixed fee) $ 9,500 Basic Services Total $57,000
Reimbursables * (T&M NTE) $500

SUPPORTING SERVICES
Task 4. Low Impact Development Design and Modification of Base Project Report (fixed fee) $ 6,000
Task 5. Stormwater Pollution Prevention Plan (fixed fee) A. Separate Independent SWPPP $ 9,500
B. Amendment to Base Project SWPPP $ 2,500
Task 6. Offsite Improvements (fixed fee) $15,000
Task 7. Structural Plans and Details (fixed fee) $ 4,000 The above-mentioned fee is based on our new Fee Schedule effective through December 31, 2024. Increases in the Fee Schedule will be applied as a percentage increase to all remaining compensation.

Services will be performed in accordance with the provisions of the agreement of which Exhibit “A” and Schedule “A” shall become a part.
* This item of service will be done on a Time and Materials basis. If additional budget is determined necessary to complete the project, Client’s written authorization will be obtained prior to exceeding the budgeted fees. Costs other than time charges are based on usage.

Therefore, the costs of blueprints, messenger services, transportation and other specific jobrelated costs will be charged in accordance with our current fee schedule. 212 of 292

May 9th, 2024 (revised May 16, 2024)
Ryan McKay, Associate
SWA Landscape Group
811 W. 7th St., 8th Floor
Los Angeles, California, 90017
Via E-mail: [email protected]
RE: Proposal – Rockhaven Sanitarium Nurse’s Cottage & Garage Improvements Dear Ryan,
Architectural Resources Group (ARG) is pleased to submit this proposal for design services for rehabilitation of the Nurse’s Cottage and Garage. The Nurse’s Cottage, also known as Building A, is one of fifteen structures within the Rockhaven Sanitarium Historic District, a 3.4 acre property located at 2713 Honolulu Ave, Montrose, CA. The sanitarium opened in 1923 by psychiatric nurse Agnes Richards as a private mental health institution for women. It was designed in the Cottage Plan style of asylum architecture, which includes numerous individual buildings surrounded by landscaped gardens in order to provide a serene residential environment. The property includes fifteen buildings (five relocated from elsewhere and others constructed on site between 1920-1972). The Craftsman and Spanish Colonial Revival style buildings included patios and courtyards for the residents. Rockhaven is one of the best examples of early twentieth-century private sanitariums in California, and significant for being woman-owned and serving only women. The property was added to the National Register of Historic Places in 2016.

ARG has been working with your team to rehabilitate the Pines Cottage (Building C) as part of the Rockhaven Historic District Improvements and Museum project. We understand the Nurse’s Cottage and Garage Rehabilitation will be tied to that project, but proceed as a distinctly separate effort on a different schedule. We’re delighted to continue our involvement with the City of Glendale and the Rockhaven community.

This proposal is based on a scope of work plan markup provided by SWA as well as a virtual call on May 3, 2024. The following pages describe our understanding and approach to the project. We welcome any comments you might have and are happy to revise our proposal to address concerns and scope adjustments that you feel are necessary. ARG’s design and management process is highly collaborative, and we look forward to further conversations with you about the project.

EXHIBIT D
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Thank you again for your continued consideration of ARG to work with you on this significant project for the City of Glendale. Should you have any questions about our proposal or the information provided herein, please do not hesitate to contact us.

Sincerely,
Grace Davis, AIA
Associate, Project Manager

Attachments:

Exhibit A: ARG 2024 Billing Rates
cc: John Bechtel, Architecture Studio Director

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Rockhaven Sanitarium Nurse’s Cottage and Garage Improvements

PROJECT APPROACH
Project Understanding
Located on the Rockhaven Sanitarium site, the project encompasses the rehabilitation of the existing single-story Nurse’s Cottage Building (1,050 SF), identified as Building A in the site documentation, for use as a Community Building. The Garage, identified as Building B (550 SF), will be used as a storage space or possibly demolished. We understand that site improvements, including a new parking lot, are to be included in this project but will be designed and documented by SWA.

The Nurse’s Cottage and Garage were both constructed in 1928 as a single-family residence. The cottage acted as the nurse’s living quarters serving the sanitarium. The garage has been utilized for storage, and a small shop was constructed at the rear in 1931.

Project Team
We have assembled a highly experienced team of professionals with specific expertise in the areas of this project. All ARG staff for this project are currently involved with the Rockhaven Historic District Improvements and Museum project.
• Katie Horak, Principal-In-Charge
• John Bechtel AIA, Architecture Studio Director
• Grace Davis, AIA, Project Manager
• Sarah Devan, AIA, AIC, Architectural Conservator
• Scott Severson, Senior Designer
ARG will coordinate with SWA and its consultants to assemble the overall documents describing the project.

All of ARG's project staff assigned to the project meet the Secretary of the Interior’s Professional Qualification Standards in multiple disciplines, including architecture, historic architecture, conservation, and architectural history.

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PROPOSED SCOPE OF SERVICES
Task 1: Planning / Feasibility Study – 1 month
• Review of existing and historical documents related to Buildings A & B • Two (2) in-person site visits and (3) virtual meetings • Evaluate feasibility of garage demolition, alteration, and/or rehabilitation • Develop sketch concept plan with programmed spaces
• Attend one (1) City Council meeting, and present regarding Buildings A and B if required Deliverables in PDF Format:
• Building rehabilitation narrative
• Sketch concept plan
Task 2: Building/Site Assessment & Concept Design – 2 months • Conditions assessment of buildings’ interior and exterior • Coordinate with Structural to confirm structural condition of the building • Prepare a Revit model from the civil-provided point cloud and field measurements • Coordinate with Civil and MEP to confirm the condition of existing utilities serving the building.
• Coordinate with MEP to confirm the condition of the existing HVAC, Electrical and Plumbing in the building
• Code, Life Safety and Accessibility review of the building • Develop floor plans, roof, plan, exterior elevations, and interior elevations as required Deliverables in PDF format:
• Coordination of Consultants’ Reports of the Building Evaluation • Report on Building Exterior Envelope and Interiors conditions • Prepare Conceptual Floor Plans, Interior Elevations as required to show Core and Shell planned alterations. Prepare Conceptual Exterior Elevations showing preliminary repair locations of exterior plaster, doors windows. Prepare Roof Plan showing preliminary repair locations
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Task 2A: Public Meetings – 2 months
• Support SWA with presentation materials, and present regarding Buildings A and B in three meetings if required:
o Historic Preservation Commission Meeting
o Planning Commission Meeting
o Community/Outreach Meeting
• Assume (4) in-person meetings. All other meetings will be by Zoom.

Deliverables in PDF/Powerpoint/JPG format:
• Presentation Graphics
Task 3: Design Documentation for Construction– 4 months • Develop construction documents including Floor Plans, Exterior and Interior Elevations, Details • Coordinate consultants’ construction documents
• Prepare 30% CD Set
• Review meeting of 30% CD Set
• Prepare 60% CD Set
• Review meeting of 60% CD Set
• Prepare 90% CD Set for submittal to City of Glendale Plan Check • Review meeting of 90% CD Set
• Prepare 100% CD Set Incorporating Plan Check Corrections • Assume (6) in-person meetings. All other meetings by Zoom.

Deliverables in PDF format:
• 30% CD Drawings and Specifications Table of Contents
• 60% CD Drawings and Outline Specifications
• 90% CD Drawings and Specifications for submittal to Plan Check • 100% CD Drawings and Specifications – IFC Set
Task 4: Bid Support and Construction Administration – 5 months • Answer Bid RFIs, prepare addenda items
• Attend OAC meetings as required (12 meetings total)
• Review and respond to Submittals and RFIs
• Review mock-ups
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• Perform Site Observation visits and prepare field reports (5 reports total) • Prepare punch list and backcheck (2 rounds total)
Project Schedule Summary
• Design Phases – 14 months duration
o Task 1: Planning / Feasibility Study – 1 month
o Task 2: Building / Site Assessment & Concept Design – 2 months o Task 2A: Public Meetings – 2 months
o Task 3: Design Documentation for Construction – 4 months o Task 4: Bid Support & CA – 5 months
Assumptions
• Site improvements and exterior path of travel to be designed and documented by SWA. • Site Survey by others
• Building A and B Scanning – to level necessary for design documentation • Hazardous Material Assessment and abatement by others • Exploratory demo required for structural investigations will be performed by Owner’s contractor.
• Fire alarm, fire detection and fire suppression are excluded from scope • Permit and agency fees are to be paid by the City.

FEE PROPOSAL
ARG is proposing a Lump Sum Fee of $104,700 plus reimbursables to complete the scope of work as described above for the project. This fee will be billed as a percentage of the work completed, on a monthly basis.

Planning / Feasibility Study $13,350
Building / Site Assessment & Concept Design $24,450
Public Meetings $4,600
Design Documentation for Construction $38,100
Bid Support & CA $24,200
Subtotal ARG Labor $104,700
Reimbursable Budget $3,000
TOTAL Fees and Reimbursables: $107,700

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STANDARD BILLING RATES

1. Direct personnel expense shall be billed at the following rates, including time for meetings, public meetings, and presentations:

Principal $260 to $330/hour
Senior Project Manager $200 to $250/hour
Project Manager $180 to $210/hour
Senior Architect $190 to $240/hour
Architect 3 $180 to $210/hour
Designer 3 $175 to $210/hour
Historian/ Planner 3 $175 to $210/hour
Conservator 3 $175 to $210/hour
Architect 2 $165 to $175/hour
Designer 2 $155 to $170/hour
Historian/ Planner 2 $155 to $170/hour
Conservator 2 $155 to $170/hour
Architect 1 $145 to $160/hour
Designer 1 $145 to $150/hour
Historian/ Planner 1 $145 to $150/hour
Conservator 1 $145 to $150/hour
Intern $100 to $140/hour
Administrative Personnel $100 to $140/hour

2. Reimbursable Expenses shall be billed at cost plus 15% and shall include the following:
a. Reproduction costs such as printing or duplication of drawings, specifications, and written reports. b. Lodging, subsistence, and out-of-pocket expenses for authorized travel in connection with work. c. Travel: (including local) IRS allowable rate plus tolls and parking, or cost of air travel. d. Special teleconference or database access charges.
e. Cost of models, special renderings, photography, special process printing, special printed reports or publications and maps.
f. Postage and delivery charges.
g. Professional consultants retained with client approval. h. Specialized equipment rental (required by the project).

3. Equipment Use Fee of $250 shall be charged for specialized equipment like the Thermal Imaging Camera, 3D Camera, or Binocular Microscope.

4. Rates shall increase 5% each year until the project is completed.

5. Rates effective January 1, 2024 thru December 31, 2024. 219 of 292
1054 N. Tustin Avenue  Anaheim, CA 92806
Office (714) 289-2600  Fax (714) 289-2603  vista-env.com May 9, 2024
John Bechtel, AIA
Architecture Studio Director

ARCHITECTURAL RESOURCES GROUP
360 E. 2nd Street, Suite 225
Los Angeles, CA 90012
RE: Rockhaven Sanitarium-Nurses Quarters & Garage, Glendale, California Comprehensive Hazardous Materials Survey and Report
Proposal #P2241168
Dear Mr. Bechtel:

Vista Environmental Consulting, Inc. (VISTA) is pleased to present this proposal in response to Architectural Resources Groups (ARG) request for proposal. Listed below is our scope of work and fees based on the services requested as part of ARG’s project team for the above project referenced above.

VISTA’s staff has been involved in the sampling and management of hazardous materials remediation specifically within historic structures for the past thirty years. Historic preservation, repair and refurbishment projects that have been completed by VISTA’s staff include:

Wilshire Boulevard Temple
USC – Doheny Memorial Library - 2001 Preservation Award from the Los Angeles Conservancy Haslett Warehouse – San Francisco - 2004 CELSOC Award for Engineering Excellence Alameda Naval Air Station - 2005 CELSOC Award for Engineering Excellence USC – Mudd Hall of Philosophy
USC – Student Union
USC – North and South Sciences Buildings
USC – Annenberg House
USC – 1880 Alumni House – Currently ongoing

OBJECTIVE
The objective of this project, as understood by VISTA is to provide hazardous materials consulting services to ARG consisting of performing a comprehensive hazardous material survey at the Rockhaven Sanitarium, Nurses Quarters & Garage, Glendale, California (Project Site).

EXHIBIT D.2
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Hazardous Materials Consulting Services May 9, 2024
Rockhaven Sanitarium, Nurses Quarters & Garage
CA DGS Certified Small Business OSDS Ref # 1122921
The site consists of a single-story potentially historic structure and garage with a total of ~ 2200 square feet within the Rockhaven Sanitarium facility. This work is being performed to identify hazardous building materials for future construction activities at the project site.

SCOPE OF SERVICES
Hazardous Material Consulting Services
A comprehensive hazardous materials survey for asbestos, lead, universal waste material (UWM) and/or other regulated building materials will be performed in adherence with applicable federal, state and local regulations. VISTA will utilize Cal/DOSH asbestos certified, CDPH lead related construction accredited and HAZWOPER-trained personnel as appropriate for the task being performed. Services to be provided shall be as further described, below. a. VISTA shall review all available information on the Project Site, including existing documentation, as-built drawings if available, and/or prior surveys. If prior survey data can be validated, VISTA will incorporate the results into the final survey report. b. VISTA will visually assess all accessible structural, architectural and mechanical systems and finishes for the presence of hazardous materials and test those suspected of containing hazardous materials at the Project Site.
c. VISTA will perform an initial walkthrough of the Project Site to identify suspect asbestoscontaining materials, and quantify them, to determine the number of samples required to satisfy regulatory requirements.
d. Following the initial walkthrough, VISTA will perform an asbestos assessment and collect bulk samples of suspect materials for the determination of asbestos content as necessary to satisfy all USEPA, Cal/OSHA and the South Coast AQMD requirements. Samples will be generally taken from discrete areas or at locations that already show signs of damage, when feasible. Samples will be hand delivered to a NVLAP and ELAP accredited laboratory and analyzed by Polarized Light Microscopy on a three (3) day turnaround from the laboratories receipt of the samples.

Materials which are inaccessible or require destructive sampling to be performed in order to access the material will be ASSUMED to contain asbestos. e. VISTA will perform a lead in construction screening assessment, which will include testing of representative paints and surface coatings (ceramic tile) for lead content via X-Ray Fluorescence (XRF) or paint chip/bulk samples analyzed by a third party accredited 221 of 292
Hazardous Materials Consulting Services May 9, 2024
Rockhaven Sanitarium, Nurses Quarters & Garage
CA DGS Certified Small Business OSDS Ref # 1122921
laboratory. Testing will be limited to lead content only; no other metals analysis will be performed. Quantifications will be made for all representative materials determined to be lead-based.
f. VISTA will conduct a visual assessment to identify universal waste materials, other potential regulated materials or environmental hazards within or on the Project Site. A material inventory will be generated of common building-related regulated or hazardous materials such as, suspect PCB ballasts, transformers and switchgear; mercury containing electrical switches, fluorescent light tubes, thermostats; refrigerant coolant and similar items No samples shall be collected of these materials nor will the items be disassembled. g. Deliverables include a Hazardous Materials Letter Report. The report will typically include an executive summary, methodologies, summary of hazardous materials identified and estimated quantities, conclusion and recommendations. Reports will have the following information in the appendices, analytical laboratory results, XRF data, sample location maps, representative photo log, certifications and other pertinent field documentation. Reports will be provided via email in electronic format (PDF).
h. This assessment is limited to the Project Site as described above, excluding destructive sampling of areas behind wall voids, within pipe chassis, interior of mechanical equipment, hardscape, or subsurface improvements (as per the understood scope). VISTA takes no responsibility for hazardous materials found outside the scope of services.

SCHEDULE
We can begin this project upon receipt of your written authorization. Based upon the site information provided and the proposed scope of services, as described above, it is anticipated that the testing will require a two (2) person team, one (1) day to perform the field activities, three (3) working days following the laboratories receipt of the samples to receive the analytical results and up to five (5) working days, following receipt of the laboratory results, to generate the report of findings.

ESTIMATED FEES
The Lump Sum Cost for the Scope of Services as requested and outlined above will be as follows:

Comprehensive Hazardous Materials Survey & Report $ 7,825.00 222 of 292
Hazardous Materials Consulting Services May 9, 2024
Rockhaven Sanitarium, Nurses Quarters & Garage
CA DGS Certified Small Business OSDS Ref # 1122921
In the event additional services are requested or the project requires additional effort to complete, another proposal will be forwarded covering these additional task items. For our mutual agreement, the terms and limits of our liability are governed by the contents of this proposal and the attached Terms and Conditions as accepted.

EXCLUSIONS AND LIMITATIONS
Overtime, Weekends, Holiday and Night work not included.

Access to all areas shall be provided by the Client.

Subsurface investigation and sampling is not included.

Point Counting or TEM analysis are not included.

Sampling of other potential hazardous materials are not included (PCB caulking, heavy metals, waste characterization)
Specifications, Observation or Remediation Management are not part of this proposal This proposal is valid for 30 days from the date of proposal to begin the work.

We look forward to working with you on this project. If you should have any questions please feel free to contact me on my mobile @ 213.440.3129 or via email ([email protected]).

Respectfully submitted,
Vista Environmental Consulting, Inc.

Michael C. Legerski, M.S.I.H.

President
Certified Asbestos Consultant #94-1433
CDPH Lead Related Construction Inspector/Assessor #LRC-6426 Attachments: Terms and Conditions
Proposal Acceptance - Proposal #P2241168
Proposal for Hazardous Materials Consulting Services
Rockhaven Sanitarium – Nurses Quarters & Garage
Print Name:

Signature:

Date:

Purchase Order#:
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TERMS AND CONDITIONS OF AGREEMENT

1. Vista Environmental Consulting, Inc. (VISTA) services are defined by and limited to (1) those services (the “Services”) described in the attached proposal which is incorporated by this reference, and (2) these Terms and Conditions of
Agreement (“Terms and Conditions”). Together, the
proposal and Terms and Conditions form our Agreement.

To the extent there may be any conflicts between these
Terms and Conditions and the proposal, the Terms and
Conditions shall control. This Agreement represents the parties’ entire agreement and supersedes all prior
negotiations, representations, or agreements, either written or oral. This Agreement can only be amended by a written instrument signed by both the Client and Vista
Environmental Consulting, Inc. No text message whether
through short message service or otherwise, or text of any electronic mail, shall be deemed a writing hereunder or shall otherwise be deemed effective for purposes of modifying this Agreement. The headings to this Agreement are for
convenience and reference purposes only and shall not
constitute a part of the Agreement. If any term, provision or condition of this Agreement is held to be invalid, void or unenforceable by a court or forum of competent
jurisdiction, then the remaining provisions shall continue in full force and effect. This Agreement shall be governed by the law of California. The parties hereby submit to the jurisdiction of any California state or United States federal court sitting in Santa Clara County over any action or
proceeding arising out of or relating to the Agreement, and the parties hereby agree that all claims in respect of such action or proceeding may be heard and determined in such California state or federal court.

2. CLIENT RECOGNIZES THAT THE POSSIBLE OR ACTUAL

PRESENCE OF HAZARDOUS MATERIALS OR POLLUTION

ON OR BENEATH THE SURFACE OF A SITE MAY CREATE
RISKS AND LIABLITLIES. CLIENT ACKNOWLEDGES
THAT VISTA ENVIRONMENTAL CONSULTING, INC. HAS

NEITHER CREATED NOR CONTRIBUTED TO ANY SUCH
MATERIALS OR POLLUTION. CONSEQUENTLY, CLIENT
RECOGNIZES THIS AGREEMENT WILL LIMIT VISTA’S
LIABILITY FOR ANY SUCH MATERIALS OR POLLUTION.

3. Third-Party Rights: This Agreement and the obligations hereunder are intended for the sole benefit of Client and VISTA. Unless specifically stated in this Agreement, this Agreement is not intended to and does not confer any
rights or benefits to parties other than Client and VISTA.

4. Client Information and Services: Client shall provide VISTA with information and reports reasonably necessary for
VISTA to provide its Services. Such information and
reports may include, but are not limited to, Site
information, as-built records, utility maps, and reports prepared by Client’s consultants. Any services, information, surveys and reports provided to VISTA by Client or its
consultants shall be furnished as expeditiously as is
necessary for the orderly progress of VISTA’s Services and project schedule at Client’s expense and VISTA shall be entitled to rely upon the accuracy and completeness thereof.

5. Standard of Care: VISTA shall perform its services in accordance with the professional standard of care and skill ordinarily practiced by professional consultants in like disciplines performing services of a similar nature under similar circumstances at the same time and in the same
locale. IT IS UNDERSTOOD THAT VISTA MAKES NO

WARRANTY OR GUARANTEE, EITHER EXPRESSED OR

IMPLIED UNDER THIS AGREEMENT OR OTHERWISE, IN
CONNECTION WITH VISTA’S SERVICES.

6. Binding Effect: This Agreement shall be binding upon Client and VISTA and their respective owners, shareholders, officers, directors, heirs, executors, administrators,
successors, agents, and assigns.

7. Assignment: Client will not delegate, assign, or transfer any interest in this Agreement or rights arising out of the services hereunder without the written consent of VISTA.

8. Extent of Study: Client recognizes that hazardous materials or pollution, subsurface, geologic, and geotechnical
conditions are by their nature, uncertain and unpredictable, and therefore, understands and acknowledges that: a)
actual conditions at a Site may vary from those encountered at the location where visual observations, borings, test pits, surveys, obtaining of samples or other investigative activities are made (collectively “information”); b) the data,
interpretations and recommendations of VISTA are based
solely on such Information cited in VISTA’s reports and are therefore subject to the limitations of such information; c) there is an inherent risk associated with commonly used investigative methods to collect Information at the Site that contain hazardous materials or pollution; and d) the state of practice, particularly with regard to investigative techniques and remediation methodologies is evolving. In recognition thereof, Client hereby agrees that VISTA shall have no
liability and Client shall bring no claim for negligence, breach of contract, indemnity or other cause of action
against VISTA for the failure to discover conditions or environmental contamination at the Site which is not
identified in the information obtained by VISTA’s
investigation.

9. Permit/Approval Applications: If the scope of services includes VISTA’s assistance in applying for governmental permits or approvals, VISTA’s assistance shall not constitute a representation, warranty or guarantee that such permits or approvals will be acted upon favorably by any
governmental agency or will be issued within any specified time frame.

10. Sample Ownership: All samples, cuttings of materials, or any other specimens in any other form containing
hazardous materials are at all times the property and
responsibility of Client. Removal of samples and specimens from the Site will remain the obligation of Client. After the completion of testing or other investigative processes
undertaken in accordance with Paragraph 8 herein, VISTA shall, at Client’s risk and expense: a) return such samples and specimens to Client; or b) using a manifest signed by Client as generator, shall have such samples or specimens transported to a location selected by Client for final
disposal. Client shall pay all costs associated with the storage, transport and disposal of such samples and
specimens. Client recognizes and agrees that VISTA acts as a bailee and at no time assumes title to any such samples or specimens.

11. Hazardous Materials/Hazardous Waste: All hazardous
materials and other substances from the Site, including but not limited to, materials involved in investigative activities, if any, are the property and responsibility of Client and shall be disposed of by Client. Client shall have sole
responsibility for removal and transportation of hazardous materials and other substances from the Site. Client
acknowledges and agrees that VISTA is not, and has no
responsibility as, a generator, treater, storer, transporter, arranger, or disposer of hazardous or toxic materials,
pollutants or contaminates that may be found or identified at the Site; or that may be directly or indirectly generated by the Client or others; or that were on the Site prior to VISTA’s services provided hereunder. Client shall sign any and all manifests and shall be responsible for the storage and disposal of hazardous materials and other substances in accordance with applicable laws and regulations. Client shall remain responsible for all federal, state, and local agency reporting requirements relating to any such
hazardous or toxic materials, pollutants or contaminants

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except as expressly set forth in the proposal. VISTA shall expend reasonable efforts, at Client’s expense, to
decontaminate any laboratory and field equipment
contaminated in performing this Agreement, which cannot be reasonably decontaminated by VISTA, shall become the property and responsibility of Client. All such equipment shall be delivered to Client or disposed of as required in paragraph 10, above, at Client’s sole risk and expense.

Client hereby agrees to pay the pre-contamination fairmarket value of any such equipment. Client warrants that it has made and will continue to make full and accurate written disclosure to VISTA as to any hazardous or toxic materials, pollutants, or contaminants which Client knows or ahs reason to believe exist at the Site. Discovery of any hazardous or toxic materials pollutants, or contaminants at the Site which are not described in written Agreement, will constitute a materially different site condition entitling VISTA to: (1) an equitable adjustment in the contract price and/or time for performance; or (2) at VISTA’s sole
discretion, to immediately terminate its performance of this Agreement. In the event of termination, VISTA shall be
paid for all Services provided up to the date of termination and Client shall be solely responsible for any and all
required federal, state, or agency reporting, including but not limited to, health and safety plans and required
monitoring

12. Indemnity: Client agrees that it would be unfair for VISTA to be exposed to liability arising from pollution or
contamination at the Site. Therefore, Client agrees to
indemnify, defend and hold harmless VISTA, its officers, directors, shareholders, employees, and agents from and against any and all claims, liabilities, suits, demands, losses, damages, costs and expenses, including, but not limited to, reasonable attorney’s fees and all legal expenses, including, but not limited to, reasonable attorneys’ fees and all legal expenses and fees incurred through appeal, and all interest thereon, accruing to or resulting from any and all persons, firms or any other legal entities, on account of any damages or losses to property or persons, including, but not limited to, injuries or death, or economic losses, arising out of or alleged to arise out of: (1) actual or threatened pollution or contamination at the Site; or (2) VISTA’s performance of services under this Agreement, except where VISTA is found to be solely liable as between the parties hereto as well as between any other persons, firms or other legal entities for such damages or losses by a court or forum of competent jurisdiction.

Client shall require any and all contractors providing
any work or services at the Site to defend, indemnify,
and hold harmless Client and VISTA to the same extent
and on the same terms as Client is obligated to indemnify VISTA under the terms of this paragraph 12.

13. Waiver of Damages: VISTA SHALL NOT BE LIABLE TO

CLIENT FOR CONSEQUENTIAL, EXEMPLARY, OR

PUNITIVE DAMAGES INCLUDING, BUT NOT LIMITED TO,

LOSS OF PROFIT, LOSS OF INVESTMENT OR BUSINESS
INTERRUPTION.

14. Limitation of Liability: The Client hereby agrees that to the fullest extent permitted by law, VISTA’s total liability to Client for any or all injuries, claims, losses, expenses or damages whatsoever arising out of or in any way related to the Site, VISTA’s Services, or this Agreement from any
cause or causes including but not limited to VISTA’s
negligence, errors, omissions, breach of contract or breach of warranty shall not exceed the lesser of fifty thousand dollars ($50,000.00) or the total compensation received by VISTA under this Agreement. This limitation of liability shall apply to the Client’s claims for damages as well as the Client’s claims for contribution and indemnity with respect to third party claims.

15. Underground Structures and/or Utilities: In those instances where VISTA performs underground exploration or ground
penetration under this Agreement, Client will furnish VISTA information identifying the type and location of utility lines or any other object(s) beneath the Site’s surface. VISTA shall be entitled to rely on the accuracy and completeness of all information provided to VISTA from Client, and shall not be liable for any property damage or bodily injury arising from damage to or interference with subsurface structures or utilities, which are not specifically disclosed to VISTA in writing and correctly shown on the plans furnished by
Client to VISTA in connection with VISTA’s services
pursuant to this Agreement. Client agrees to indemnify, defend and hold harmless VISTA, its officers, directors, shareholders, employees, and agents from and against any and all claims, liabilities, suits, demands, losses, damages, costs and expenses, including, but not limited to, reasonable attorneys’ fees and all legal expenses and fees incurred through appeal, and all interest thereon, accruing to or resulting from any and all persons, firms or any other legal entities, on account of any damages or losses to property or persons, including but not limited to, injuries or death, or economic losses, arising out of or alleged to arise out of damage to any underground structure or utility, which is not called to or brought to the attention of VISTA or which is not currently shown on plans furnished to VISTA, except where VISTA is found to be solely liable as between the parties hereto as well as between an other persons, firms or other legal entities for such damages or losses by a court or forum of competent jurisdiction.

Client shall require any and all contractors providing
any work or services at the Site to defend, indemnify,
and hold harmless Client and VISTA to the same extent
and on the same terms as Client is obligated to indemnify VISTA under the terms of this paragraph 15.

16. Jobsite Safety: VISTA shall not be responsible for any contractor’s means, methods schedules, sequences,
procedures or techniques. VISTA shall not have
responsibility for Site safety precautions or programs, all of which remain the responsibility of the contractor.

17. Billing: Unless otherwise agreed, VISTA will submit invoices to Client monthly. Client recognizes that timely payment is a material part of this Agreement. Each invoice is due and payable within thirty (30) calendar days of the date of the invoice. Client will pay an additional charge of one and one-half percent (1.5%) per month or the maximum rate
allowed by law, whichever is grater, for any payment
received by VISTA more than thirty (30) calendar days from the date of the invoice. Where there is a dispute about any portion of VISTA’s charges, Client will pay in full when due those charges that are not in dispute. Client may not
withhold as an offset any fees or costs, or portion thereof not directly related to the services allegedly justifying the offset. If Client fails to pay any undisputed invoiced
amounts within thirty calendar days of the date of the
invoice, VISTA may suspend its performance or terminate this Agreement without incurring any liability to Client and without waiving any other claim against Client. Client
agrees that all billings from VISTA to Client are
appropriate, correct and binding on Client unless Client, within ten (10) days from the date of receipt of such billing, notifies VISTA in writing of alleged inaccuracies,
discrepancies, or errors in billing.

18. Insurance: During the period that services are performed under this Agreement, VISTA will maintain, at a minimum, the following insurance: (1) Workers’ Compensation
Insurance in accordance with the laws of the states having jurisdiction over its employees engaged in the services, and Employer’s Liability Insurance, each with limits of $500,000 per occurrence; (2) Commercial General Liability Insurance with limits of $500,000 per occurrence and $1,000,000 in the aggregate; and (4) Professional Liability Insurance with $500,000 limits per each claim and $1,000,000 in the
aggregate.

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Client shall require any and all contractors performing any services at the Site to carry appropriate insurance and, to the extent allowed, to name Client and VISTA as additional named insured under such insurance policies. Appropriate insurance shall include at a minimum, Commercial General Liability, Employers Liability, and Automobile Liability, each in the amount of $1,000,000, and Workers’
Compensation Insurance as required by law.

19. Disputes: Any controversy or claim arising out of or related to this Agreement, or breach thereof, not resolved directly by the parties, shall be referred in the first instance to mediation under the auspices of a recognized, neutral thirdparty mediation service prior to instituting any formal claim or court action. The cost of the mediation service shall be borne equally by the parties.

20. Termination: Either party may terminate the services with or without cause upon 10 days advance written notice or earlier as described in paragraph 11. Regardless of which party shall institute termination, the Client shall within 30 days of termination pay VISTA for services rendered and all costs incurred up to the time of termination, as well as those costs associated with the termination itself, in
accordance with the VISTA’s then-prevailing fee schedule and expense reimbursement policy.

21. Survival: All express representations, indemnifications and limitations of liability (including waivers of damages) included in this Agreement shall survive its completion or termination for any reason.

22. Vista Responsibility with Contractors: It is not the responsibility of VISTA to supervise the Contractor, nor to direct the Contractor’s work effort; nor to assume the
management of, or responsibility for, the Contractor’s
health and/or safety practices, nor its waste management, nor its regulatory compliance. At all times, the Contractor shall be solely responsible for the quality and execution of all phases and aspects of their work.

23. Attorneys’ Fees: Should any legal action commence between the parties hereto arising out of the rights or obligations created under the Agreement, the prevailing party in such action will be entitled to costs and reasonable attorneys’ fees.

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MEP California Engineering Corp.
1920 Main St. Suite 980
Irvine, CA 92614
Office: 949.516.6480
Email: [email protected]
May 9, 2024
Ryan McKay
Associate
SWA
Scope of Work & Fee Proposal
Mechanical, Electrical, Plumbing Engineering Consulting Services ROCKHAVEN Additional Services - Nurses Cottage
Dear Ryan:

Thank you for inviting MEP California to submit a fee proposal and scope of work for Mechanical, Electrical and Plumbing consulting engineering services for the project referenced above.

We have based our scope of work and fee proposal on the RFP document and your 5/03/24 email.

1. Project Description
The scope of the project will be as described in the RFP document provided to us and our call.

Specific details of the MEP scope of work are found under section 2 of this proposal below. The information below serves as a clarification on items that are not clearly identified in the scope of work.

2. Mechanical, Electrical and Plumbing Detailed Scope of Work i. Mechanical Engineering Scope of Work:

1. Upgrade and improve HVAC inside the building. Provide upgraded exhaust to the scope of work and restrooms.

2. New mechanical systems will be designed to satisfy the new intended use of building.

3. Toilets and Kitchen will be supplied with new exhaust systems. ii. Electrical Engineering Scope:

1. Provide Electrical engineering design and support for the Mechanical and Plumbing scope of work.

2. Complete lighting system for all indoor and outdoor. Includes new lighting controls compliant with Title 24 requirements.

3. Complete new and dedicated electrical Power for the building. Provide necessary panels to feed the areas. It is assumed that Glendale Water and Power will provide necessary design documents for the utility side of the meter and MEP California on the user side of the meter.

EXHIBIT D.3
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iii. Plumbing Engineering Scope:

1. Assume all plumbing fixtures will be new. Toilet locations will remain the same. Sink locations will change.

2. Evaluate and resize water and gas lines, plus their meters as necessary.

3. Mechanical, Electrical and Plumbing Delivery Details MEP California has included the scope of work as mentioned in the email received from you and proposes the following services for the project. Please note MEP California has not been provided the Owner-Architect agreement; therefore, please consider these services only as a basis of our scope of work.
a. Participation in Design & Coordination Meetings. MEP California will participate in all related design and coordination meetings with the Client, Architect and other Consultants as outlined in the Owner-Architect and Architect-Consultant agreements. MEP California and this proposal assume Three (3) in-person meetings, per discipline, during the project, all other meetings will be web-based conference meetings. Web-based meetings are limited to 10 conference meetings per discipline. Each conference meeting is limited to 1 hour. b. Production of Mechanical, Electrical and Plumbing Information. MEP California will provide design information for all design phases of the project as outlined in the CSI Masterformat book format.
c. Power Requirements for Data Communications & AV Equipment. Based on information received from the Data/Communications Consultant, MEP California will provide power requirements on electrical drawings for all data, communications, and audio-visual equipment. We will also provide a specification for the conduit and raceway requirements, though no Low Voltage conduits will be shown on our documents. d. Electrical Service and Distribution System. This proposal assumes that the building does not have adequate electrical service infrastructure, which is accepted under current codes. It is assumed the electrical infrastructure is not properly sized. We are also assuming the Utility transformer is capable to support the changes and additions within the scope of the project. Any changes or modification, including but not limited to the electrical service, switchboards, disconnects, panelboards or any need for Utility Coordination to other buildings will be subjected to additional design and engineering fees. e. Energy Modeling. MEP California will provide Title 24, Part 6 energy modeling for code compliance.
f. Fire Protection Design with Design-Builder. MEP California Engineering Corp. will produce fire protection design-build specifications to allow a Design- Build Contractor to design the sprinkler system.
g. Fire Alarm Design with Design-Builder. MEP California Engineering Corp. will produce fire alarm design-build specifications to allow a Design-Build Contractor to design and obtain approval of the fire alarm system.
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h. MEP Deliverables. MEP California will provide Mechanical, Electrical and Plumbing Construction Documents for Bidding and Plan Check.
i. MEP Document Submittals. MEP California assumes documents will be formally submitted during the stages outlined in the schedule document. (Note: MEP California assumes the Bid Documents will include all Plan Check comments). Furthermore, MEP California assumes all submissions outlined above, as well as any additionally required coordination submissions, will be submitted electronically except for a Plan Check submittal should a wet stamp be required. Wet Stamping the plans will result in a flat $200 per discipline, per copy for labor costs. Shipping and handling of wet-stamped drawings will be invoiced as a cost plus addservice. j. Project Design Timeline. MEP California assumes the timeline for each phase will match the RFP document. We assume that our involvement, including CA services, will not be beyond the year 2024.
k. Permit: MEP California, will assist in obtaining building permits as they pertain to the Mechanical, Electrical and Plumbing systems.
l. Construction Administration. MEP California will provide Construction Administration services and review all shop-drawings and submittals pertaining to MEP California ’s Construction Documents.
m. MEP Punch List. MEP California will prepare a final punch list for MEP systems and review them for completeness after the Contractor has made any necessary changes.

4. Other Consultants’ Scope of Work
MEP California has based the MEP scope of work and fee proposal on the following assumptions of other Consultant’s scope of work:
a. Data Communications & Audio-Visual or Low Voltage Consultant. MEP California assumes a Data/Communications and Audio-Visual Consultant will design all audio-visual, data, and telephone systems to include low voltage wiring, and will produce construction documents and specifications relating to their systems.
b. Security Consultant. It is the Security Consultant’s responsibility to provide the building security system design. Based on information provided by the Security Consultant, MEP California will incorporate system power requirements into the electrical. c. Acoustics Consultant. Per our conversations an acoustics consultant will be involved and will be responsible for all acoustics designs and calculations including those related to MEP related equipment.
d. Lighting Design Coordination with Architect. Architect will provide direction and specs for light fixtures. The Architect will prepare reflected ceiling plans and select fixtures for the lighting design. MEP California will work with the Architect to develop a code compliant design and circuit the light fixtures. Additionally, MEP California will collaborate with the Architect on the lighting controls including daylighting strategies for the spaces. Architect 229 of 292
Reference: Rockhaven Additional Services - Nurses Cottage May 9, 2024

shall coordinate with owner’s representatives to understand the lighting budget and needs.

Changes to light fixture model or specs will result in a major change to electrical drawings and add services.
e. Theatre Consultant. It will be the responsibility of the Theatre Consultant to provide the lighting and equipment design for the theatre. MEP California Engineering Corp. will provide the lighting layouts in the Construction Documents based on the Theatre Consultant’s design, and provide Title 24, Part 6 compliance documentation. The Theatre Consultant will need to ensure the design meets Title 24, Part 6 requirements prior to providing the final layouts to MEP California Engineering Corp for drafting. It will be the Theatre Consultant scope of work to provide controls for all theater lighting. f. Data Communications & Audio/Visual or Low Voltage Consultant. MEP California Engineering Corp. assumes a Data/Communications and Audio/Visual Consultant will design all audio visual, data, and telephone systems to include low voltage wiring, and will produce construction documents and specifications relating to their systems. MEP California Engineering Corp. will provide specifications for the conduit and raceway requirements. g. Security Consultant. It is the Security Consultant’s responsibility to provide the building security system design. Based on information provided by the Security Consultant, MEP California Engineering Corp. will incorporate system power requirements into the electrical drawings and provide specifications for conduit and raceway requirements.

5. Exclusions
MEP California has excluded the following services from the MEP scope of work and fee proposal:
a. Civil and Structural Engineering Consultation services and design. Civil and Structural Engineering Consultation services and design is excluded from the scope of this proposal. b. Acoustic Design Exclusion. MEP California is not responsible for acoustical design, including acoustical design relating to mechanical, electrical and plumbing systems. MEP California will include recommendations from the acoustical engineer and incorporate into the design.
c. Life Cycle Cost Analysis Exclusion. MEP California has excluded a detailed life cycle cost analysis as part of the MEP scope of work. If required, the life cycle cost analysis will be completed by a third party using the energy usage reports prepared by MEP California. d. LEED® or Other Green Building Rating Program. MEP California assumes the project will not be submitted for LEED and have excluded any work related to any green rating program from the MEP scope of work.
e. Savings by Design. MEP California assumes the project will not be submitted for Savings by Design and have excluded any work related to this.
f. Plan Check Fees Exclusion. MEP California is not responsible for payment of Plan Check fees, including fronting the cost for the fees. For payment to occur, the Owner or Architect 230 of 292
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will provide MEP California with a check to cover the fees in advance of the Plan Check meeting; or a representative for the Owner or Architect will meet MEP California at the Plan Check office and pay the fees directly.
g. Commissioning Exclusion. MEP California assumes the project may involve a Commissioning Agent. Furthermore, MEP California is not responsible for the development of a commissioning plan, commissioning specifications, or development of any functional testing requirements as part of any commissioning process. h. Landscape sprinkler system, piping and plumbing by others. MEP California Engineering assumes this scope will be designed by others.

6. Building Information Modeling (BIM)
MEP California understands the project will use Autodesk Revit 2022 (Revit) as part of the design process. The following represents our understanding of what is required for this project. a. Revit Model
The variation and expectations related to BIM can vary significantly from project-to-project.

MEP California has based its fee on the following standard BIM deliverables. These items are not a premium beyond what is required for a standard AutoCAD 2D delivery method. i. Schematic Design will be carried out in Revit 2022.
ii. Beginning with the Design Development phase, MEP California will prepare a single Revit model that contains all mechanical, electrical and plumbing. Architect will provide base model that will be linked into MEP California scope. One (1) meeting with ARG at the beginning of the project for BIM Coordination is considered in this fee. iii. MEP California will use Revit for design document production and design clash detection. We have excluded delivery of an as-built Revit model and participation in clash detection meetings with the Contractor. iv. The Revit model will be constructed using MEP California BIM standards and contain information included in MEP California BIM standards. The Revit and CAD model will be delivered to the Contractor and Owner “asis” with no additional modifications to parameters, or information in the model beyond what is provided in MEP California ’s CAD/BIM Standards.

Revisions to the model to add additional information will be considered an additional service.
v. The following is a partial summary of Revit content excluded from MEP California ’s scope of work:

1. Conduit < 2 inches (above and below grade), banks of conduits will be shown.

2. Vibration Isolation, Hangers and Supports
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3. Control Devices (except Thermostats)

4. Housekeeping Pads

5. Pipe Insulation, space for pipe insulation will be provided. vi. The following is a partial summary of Revit content that may be required, but is excluded from MEP California ’s scope and will be provided by others:

1. Light Fixtures

2. Low Voltage Raceways and Cable Tray

3. Security Devices

4. Telecom / Data / AV / IT Devices and Room Layouts
b. Model Updates
MEP California expects the model will be continuously updated by the Architect at weekly or biweekly intervals. MEP California will notify the Architect if there are any model revisions that cannot be incorporated within the project schedule. Alternatively, an extension of the delivery date will be granted. The time extension will be negotiated based on the extent of changes to the revised backgrounds.
c. Final Model
MEP California expects the Architects last and final model and background files to be provided 5 full business days hours prior to a deadline. Any service as a result of changes from architect within the final 5 business days’ time frame may become subjected to additional fees to cover for “overtime pay” and other additional costs to MEP California. 232 of 292
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7. Basic Services Fee Proposal
MEP California’s fee is based on the scope of work, proposed project schedule.

We suggest that the proposed fee be split between phases as outlined below:

8. Reimbursable Expenses
MEP California suggests an additional $700.00 for reimbursable expenses to cover mileage, parking, meals, telephone, fax, messenger services, and printing for contract purposes, etc.

Please note that all travel expenses incurred outside of Los Angeles County including airfare, hotel, meals, taxis, etc. shall be fully reimbursable, and are not included in the amount listed above.

Thank you again for the opportunity to propose on this project. Please do not hesitate to contact me or Henrik Hertz should you have any questions or concerns regarding this proposal.

Sincerely, APPROVED BY:

MEP CALIFORNIA Engineering Corp.

Ali Safaian
Ali Safaian, PE Signature/Title
Principal
Date
Phase 1 MEP FEE
Site Survey $ 3,900
Concept Design $ 7,000
Utility Coordination and Service Planning $ 12,000
Public Meeting $ 2,400
CD PHASE $ 13,500
CA PHASE $ 5,000
TOTAL FEE $ 43,800
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19210 S. Vermont Ave., Bldg. B, Suite 210, Gardena, CA 90248 | 310.323.9924 | structuralfocus.com May 9, 2024
Ryan McKay
Associate
swa
811 W. 7th St., 8th Floor
Los Angeles, California 90017
Reference: PROPOSAL FOR STRUCTURAL ENGINEERING SERVICES

ROCKHAVEN SANITARIUM HISTORIC DISTRICT

NURSES PARCEL & GARAGE

GLENDALE, CALIFORNA
[S.F. PROJECT #24125]
Dear Ryan:

We are very pleased to present this proposal to provide structural engineering services related to the Rockhaven Sanitarium Historic District. We understand that the City of Glendale is requesting SWA’s services with the support of Architectural Resources Group to renovate the Nurses Parcel and adjacent Garage. You have requested this proposal for us to provide structural engineering services related to the structural integrity and proposed modifications for use as a community service building and storage. We are currently working with you on modifications to the Pine’s Cottage building for use as a museum. We have based this proposal on the meeting with the team on May 2, 2024 and on the document provided titled, “240503_Rockhaven_Additional_Scope_Diagram”. For this proposal, we have made assumptions based on the available information and believe that we have provided a proposal that is appropriate for the project as envisioned. Please note that we have included our services only related to the building, not to the proposed landscaping renovations.

Structural Focus is comprised of a staff of 25 engineering and support professionals that recognize the value of providing innovative structural engineering and open dialogue that meets our clients’ needs. Structural Focus also recognizes the importance of sustainability and has recently pledged to join and financially support SE 2050. The SE 2050 Commitment Program is a collective effort by the structural engineering profession to understand, reduce, and ultimately eliminate embodied carbon in our projects by 2050.

We recently visited the site to see the nearby Pines Cottage. While on the site we walked the exterior of the garage and nurses parcel, but we did not go into the building. We also do not have construction drawings for either the nurses parcel or the garage building. Based on our limited visit to the site and google maps photos, the building looks to be rectangular in plan and is one-story. The exterior walls are covered with stucco. The roof is framed with wood framing, and we assume the walls are wood framed covered with stucco. Based on the photographs, there is a partial basement under the south wing of the building and crawlspace under the remainder of the ground floor. The garage building seems to be a wood framed building on grade with no crawl space.

For this proposal, we have assumed that we will be evaluating the building for its ability to meet the performance objectives contained in the California Historic Building Code for this type of construction and the proposed occupancy as a community service center. Based on our site visit to Pines Cottage, we assume cripple wall strengthening and new bolts will be required at the foundation. Additional seismic strengthening may be required and/or recommended. In addition to the seismic evaluation and strengthening, we understand the scope of work will include repairing of some wood framing where there has been deterioration. Roof repair work may also be required. We are also assuming that proposed modifications to the building necessary for its conversion to a community service building will be “non-structural” and therefore EXHIBIT D.4
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pg. 2 May 9, 2024
not require any significant modifications. We assume the garage building is on grade and analysis of a raised floor to support storage loads will not be required.

Scope of Structural Engineering Services
Our structural scope of work for the project is summarized below.

Site Survey Phase
• Develop the structural criteria to be used during design and discuss with you how it fits within the programmed uses of the building.
• Review any available existing building drawings as they relate to the new project and identify any issues. • Perform an initial site visit to observe the existing building framing and conditions of the existing building elements.

Concept Phase
• Review the existing information.
• Perform a Tier 1 seismic evaluation of the building utilizing ASCE 41, Seismic Evaluation and Retrofit of Existing Buildings, as well as the California Historical Building Code. • Develop a basic seismic strengthening scheme based on the existing building elements and the structural criteria developed with you.
• Develop a basic rehabilitation scheme for existing structural elements requiring repair, such as rotten or terminate damaged wood, etc.
• Provide input as it relates to geotechnical and civil issues. • Provide conceptual structural information related to other non-structural disciplines as they impact the structure.
• Provide Schematic Concept drawings (one submittal) including annotations on based building backgrounds provided by others and sketches.
• Attend project coordination (consultant and owner) meetings. We have included a total of two meetings during this phase with this proposal.

Construction Document Phase
• Complete structural calculations, structural design, contract documents and specifications. • Provide 30%, 60% and 90% CD documents including structural drawings and specifications. We understand that the 90% CD documents will be submitted to the City for plan check. We assume the nurses parcel building and the garage will be included in one submittal. We assume this submittal will be separate from the Pines Cottage submittal.
• Provide signed and stamped structural calculations for submittal to the City for plan-check. • Assist in the plan check process by replying to comments and questions from the City. Present to the City if needed. We have assumed we will receive one set of plan check corrections in development of our suggested budget for this phase.
• Review the anchorage and attachment details provided to us by others of non-structural core and shell mechanical equipment in the buildings.
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pg. 3 May 9, 2024
• Review the submitted stair and handrail design drawings provided to us by others. As part of our services, we will provide member sizes for the stringers and design and detailing of the landings. We understand that details for the stringers, treads, and handrails will be provided by others. • Provide structural support of the major (weight exceeding 2,000 pounds each) mechanical equipment.

The supports and anchorages of the smaller equipment will be provided by others. We understand that no major equipment will be located on the roof.
• Provide final 100% CD documents to be issued for construction after the completion of the plan check review.
♦ Attend weekly project coordination (consultant and owner) meetings. We have included a total of three meetings during this phase with this proposal.

Bid Support & Construction Administration (hourly)
• Assist you and the general contractor in reviewing subcontractor bids related to structural work. • Provide clarifications as requested by you to assist in the subcontractor bid process. • Attend the construction coordination meetings as required throughout the construction duration. Our regular site visits for construction observation will be coordinated with project meetings thus minimizing our separate site visits and allowing for the possibility to hold project meetings on the same day. • Visit the site periodically to provide structural observation services. • Review the submittals and respond to requests for information from the contractor. • Provide information and assistance in the interpretation of the structural construction drawings. • We have assumed a total of six meetings/site visits during this phase with this proposal in development of our suggested budget.

Exclusions
The following services are not included in this proposal but could be provided as required under separate Additional Services Agreements:
• Any seismic strengthening beyond the provisions of the California Historical Building Code for reuse as a community service building.
• Analysis of the garage floor to support storage loads. We assume this building has a slab on grade without a crawl space. If we determine the building has a raised floor, we can provide any required floor analysis as an additional proposal.
• Value engineering efforts after submittal of 30% CD Documents. • Any significant changes to the design, layout, or configuration of the building after submittal of the Concept Design phase.
• Significant structural modifications due to conversion into a community service center not related to seismic or floor loading.
• Design of and structural calculations for the anchorage or bracing of any mechanical/electrical/plumbing equipment not included in the scope above. We are pleased to review any equipment anchorage design provided to us.
• Design of and structural calculations for the anchorage or bracing of any architectural systems or elements, including ceilings, partitions, etc.
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pg. 4 May 9, 2024
• Design of site hardscape areas including exterior slabs-on-grade, driveways, walkways, planters, etc. • Design of any site walls (fences) or site retaining walls outside of the scope described above. • Design of the stair details including stringer connections, tread design, etc. • Design of stair or deck hand rails or guard rails.
• Any efforts related to obtaining a LEED certification. • Determination of loading or design criteria for elements that are to be designed by others. We are pleased to review any design by others submitted to us for review. • Construction shoring design or assistance in means & methods. • Special Inspection services. Our site visits will be for code-required Structural Observation only. • Any services outside of structural engineering other than our own reasonable coordination efforts with the other disciplines.
• As-built drawings.
• Additional meetings or site visits above the number listed above.

Compensation
We propose to provide these services on a lump sum by phase basis plus an allowance for reimbursable expenses including a ten percent markup. The breakdown of proposed fees by phase is as follows:

Phase Proposed
Lump Sum Fees
Reimbursable Allowance
Site Survey Phase $2,300 $200
Concept Design $7,700 $400
Construction Documents & Plan
Check*
$20,000 $1,000
Bidding Support & Construction
Administration (hourly)**
$10,800* $1,000
Totals $40,500 $2,600
We propose to provide these services in accordance with our Structural Engineering Services - General Conditions and Compensation, a copy of which is attached for your reference. We will invoice each month based on a percentage completion per phase plus our reimbursable expenses (with 10% markup). *The Construction Documents & Plan Check phase is an estimate based on our current knowledge of the building. This fee may need to be revisited after the Concept Design Phase if the scope of work is different than anticipated.
**We propose to provide our Bidding Support and Construction Administration services on an hourly basis (time and materials) and this amount is a rough estimate only. We have attached a copy of our 2024 hourly rate schedule with this proposal for your information and you can assume that our hourly rates will increase at a rate of about 4% per year, effecting in January of the new year. During these phases, we will invoice monthly for the actual hours spent at the then current rates for that year plus reimbursable expenses including a 10% markup.
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pg. 5 May 9, 2024
Staffing
David Cocke, S.E. will serve as the Structural Focus Principal-in-Charge and Sara Means, S.E. will serve as the Project Manager. Sara will be your day-to-day contact on the project and David will be available as required and will be providing quality control throughout the duration. Other staff engineers will assist them on the project as support staff.

Thank you very much for the opportunity to work with you on this challenging and interesting project. If this proposal is acceptable, please authorize us to begin by returning a signed copy of this letter. Please note that this proposal is valid for 60 days. If you have any questions, please feel free to contact us at your convenience.

Sincerely,

David W. Cocke, SE Sara Means, SE
Principal & Founder Associate
Reference: PROPOSAL FOR STRUCTURAL ENGINEERING SERVICES

ROCKHAVEN SANITARIUM HISTORIC DISTRICT

NURSES PARCEL & GARAGE

GLENDALE, CALIFORNA
[S.F. PROJECT #24125]
ACCEPTED: ______________________________________________________ BY: ______________________________________________________ DATE: ______________________________________________________

Attachments
Structural Focus General Conditions & Compensation
Structural Focus 2024 Hourly Rates
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STRUCTURAL ENGINEERING SERVICES
General Conditions and Compensation
Structural engineering services include structural designs, consulting, evaluations, research, and preparation of reports. The scope of these services is defined in the Letter of Agreement for each project.

GENERAL CONDITIONS

1. Instruments of Service
All reports, plans, specifications, field data, calculations, tracings, hand or computer-generated drawings, special masters, and other documents, including all documents and files on electronic media, prepared by Structural Focus pursuant to this Agreement are instruments of professional service intended for one-time use in conjunction with the Project. They are and shall remain the property of Structural Focus. Any modification or reuse without the written approval by Structural Focus is prohibited.

2. Standard of Care
Structural Focus services are performed in a manner consistent with that degree of care and skill ordinarily exercised by members of the engineering profession under similar circumstances at the time the services are performed in the locality of the project. No warranty or representation, either expressed or implied, is included or intended in Structural Focus's proposals, contracts, designs, documents, opinions, or reports. Structural Focus shall exercise usual and customary professional care in its efforts to comply with applicable codes, regulations and laws in effect as of the date of execution of this Agreement.

3. Defects in Service
The Client shall promptly report to Structural Focus any defects or suspected defects in Structural Focus's work or services of which the Client becomes aware, so that Structural Focus may take measures to minimize the consequences of such a defect. The Client warrants that he or she will impose a similar notification requirement on all Contractors in his or her Client/Contractor contract and shall require all subcontracts at any level to contain a like requirement. Failure by the Client, and the Client's Contractors or subcontractors to notify Structural Focus, shall relieve Structural Focus of the costs of remedying the defects above the sum such remedy would have cost had prompt notification been given.

4. Opinions of Probable Construction Cost
Structural Focus's opinions of probable construction costs represent Structural Focus's best judgment as professionals generally familiar with the construction industry. However, since Structural Focus has no control over the cost of labor, materials, equipment, or services furnished by others, or over the Contractor's methods of determining prices, or over competitive bidding or market or negotiating conditions, Structural Focus cannot and does not warrant or represent that proposals, bids or actual construction cost will not vary from provided opinions of probable construction cost. Structural Focus will consider design work required to align Contractor bid prices with the Client's Project budget as extra services.

5. Betterment
If, due to Structural Focus's error, any required item or component of the Project is omitted from Structural Focus's construction documents, Structural Focus shall not be responsible for paying the cost to add such item or component to the extent that such item or component would have been otherwise necessary to the Project or otherwise adds value or betterment to the Project. In no event will Structural Focus be responsible for any cost or expense that provides betterment, upgrade or enhancement of the Project.

6. Risk Allocation
In recognition of the relative risks, rewards and benefits of the Project to both the Client and Structural Focus, the risks have been allocated so that the Client agrees that, to the fullest extent permitted by law, Structural Focus's total liability to the Client, for any and all claims, losses, expenses, damages or claim expenses arising out of this Agreement and the performance thereunder, from any cause or causes, shall not exceed the total amount of $50,000 or the amount of compensation paid to Structural Focus under this Agreement (whichever is greater). Such claims and causes include, but are not limited to Structural Focus's negligence, errors, omissions, strict liability, breach of contract or breach of warranty.

Further, the Client agrees to notify any Contractor or sub-contractor who may perform work in connection with any design, report, or study prepared by Structural Focus of such limitation of liability for design defects, errors, omissions or professional negligence, and require as a condition precedent to their performing the work a like limitation of liability on their part as against Structural Focus.

In the event that Client does not agree to limit Structural Focus’s liability to this sum, Structural Focus shall waive this limitation upon the Client’s request provided that (1) the Client pays an additional consideration of 5% of Structural Focus’s total fee or $500, whichever is greater, and (2) at least $500 of such payment is paid within 30 days of the Structural Focus proposal or the day Structural Focus commences performance of services, whichever is later.

In the event the Client makes a claim against Structural Focus, at law or otherwise, for any alleged error, omission or other act arising out of the performance of professional services, and the Client fails to prove such claim, then the Client shall pay all costs incurred by Structural Focus in defending itself against the claim. 239 of 292
Revised 3/15/2023 Page 2
No officer, director, shareholder, employee or consultant of Structural Focus shall bear any personal liability to Client for any and all injuries, claims, demands, losses, expenses or damages, of whatever kind or character, arising out of or in any way related to this Agreement or the services provided by Structural Focus on this project.

7. Indemnification
The Owner shall indemnify and hold Structural Focus, its officers, employees and consultants harmless from and against damages, losses and judgments arising from claims by third parties, including reasonable attorneys’ fees and expenses recoverable under applicable law to the extent caused by the negligent acts or omissions of the Client, the contractors, consultants, subcontractors or anyone for whom the Client is legally liable. The Client shall not be obligated to indemnify Structural Focus if it is determined the damages, losses and judgments were caused by Structural Focus’ sole or active negligence or willful misconduct.

8. Information Provided by Client
Structural Focus shall indicate to the Client the information needed for rendering of services hereunder. The Client shall provide to Structural Focus such information as is available to the Client and the Client's consultants and contractors, and Structural Focus shall be entitled to rely upon the accuracy and the completeness thereof.

The Client recognizes that it is impossible for Structural Focus to assure the accuracy of such information, either because it is impossible to verify, because of defects in or unknown changes to the original or subsequent construction, or because of errors or omissions which may have occurred in assembling the information the Client is providing. Accordingly, the Client shall defend, indemnify and hold harmless Structural Focus, Structural Focus's officers, directors, principals, partners, employees and agents from and against any and all claims, costs, losses, expenses, liabilities, injuries or damages, including all reasonable attorneys' fees and defense costs, arising or allegedly arising from or in any way connected with errors, omissions or inaccuracies in documents or other information provided by the Client to Structural Focus. Client understands that Structural Focus is not liable for the accuracy and/or adequacy of design services performed by others.

9. Hidden Conditions
When advised or requested by Structural Focus, investigation of structural conditions concealed by existing finishes shall be authorized and paid for by the Client. Client shall pay for all costs associated with the investigation of such a condition and, if necessary, all costs necessary to correct said condition.

If (1) the Client fails to authorize such investigation or correction after due notification, or (2) Structural Focus has no knowledge that such a condition exists, the Client shall be responsible for all risks associated with this condition, and Structural Focus shall not be responsible for the existing condition, nor any resulting damages to persons or property.

10. Changed Conditions
The Client shall rely on Structural Focus's professional judgment as to the continued adequacy of this Agreement in light of occurrences or discoveries that were not originally contemplated by or known to Structural Focus. Should Structural Focus call for contract renegotiation, Structural Focus shall identify the changed conditions necessitating renegotiation and the Client and Structural Focus shall promptly and in good faith enter into renegotiation of this Agreement. If terms cannot be agreed to, the parties agree that either party has the absolute right to terminate this Agreement upon the proper notice.

11. Toxic and Hazardous Substances
Structural Focus and its subconsultants and agents shall have no responsibility for the discovery, presence, handling, removal of or exposure of persons to hazardous materials in any form at the Project site including, but not limited to asbestos, asbestos products, PCBs, radioactive materials, or other toxic substances.

In the event that Structural Focus or any other party encounters asbestos or hazardous or toxic materials at the job site, or should it become known in any way that such materials may be present at the job site or any adjacent areas that may affect the performance of Structural Focus's services, Structural Focus may, at its option and without liability for consequential or any other damages, suspend services on the Project until the Client retains appropriate specialist consultant(s) or contractor(s) to identify, abate and/or remove the asbestos or hazardous or toxic materials, and warrant that the job site is in full compliance with applicable laws and regulations.

The Client also shall defend, indemnify and hold harmless Structural Focus, Structural Focus's officers, directors, principals, partners, employees and agents from and against any and all claims, costs, losses, expenses, liabilities, injuries or damages, including all reasonable attorneys' fees and defense costs, arising in whole or in part from the presence, discharge, release or escape of asbestos, asbestos products, PCBs, radioactive materials, or other toxic substances at or in the vicinity of the job site.

12. Peer Review Services
Where the Client employs Structural Focus for peer review services, it shall not be construed that Structural Focus, through such services, is supplanting or joining with the Structural Engineer of Record in his or her professional responsibility for the design of the structural portion of the Project under review.

Project peer review services performed by Structural Focus are not to be interpreted as a check of any nonstructural provisions of the applicable building code or codes. They are not a check of general requirements, such as Use Group or Type of Construction, a check of life-safety or fire protection requirements or a check of any code provisions, other than those concerning the stability and integrity of the primary structural system. No attempt will be made to verify dimensions, except to the extent necessary to review the adequacy of a particular structural component. 240 of 292
Revised 3/15/2023 Page 3

13. Job Site Safety
Neither the professional activities of Structural Focus, nor the presence of Structural Focus's employees and subconsultants at a construction site, shall relieve the General Contractor and any other entity of their obligations, duties and responsibilities including, but not limited to, construction means, methods, sequence, techniques or procedures necessary for performing, superintending or coordinating all portions of the work of construction in accordance with contract documents and any health or safety precautions required by any regulatory agencies.

Structural Focus shall have no authority to exercise any control over any construction contractor or other entity or their employees in connection with their work or any health or safety precautions.

The Client agrees that the General Contractor is solely responsible for job site safety, and warrants that this intent shall be made evident in the Client's agreement with the General Contractor.

The Client also agrees that Structural Focus and Structural Focus's consultants shall be indemnified and shall be made additional insureds under the General Contractor's general liability insurance policy. Furthermore, such insurance obtained by the General Contractor for the benefit of Structural Focus shall be primary to any other insurance purchased by Structural Focus. The obligation to indemnify is independent of the General Contractor's obligation to obtain insurance for the benefit of Structural Focus.

14. Right of Entry
The Client shall provide for Structural Focus's right to enter the property owned by the Client and/or others in order for Structural Focus to fulfill the Scope of Services included hereunder.

15. Project Representatives
The Client shall designate representatives who are authorized to make all decisions on the Client's behalf. The Client shall furnish a revised listing to Structural Focus when any changes affecting this listing are made.

16. Delays
Structural Focus is not responsible for delays caused by factors beyond the firm's reasonable control, including but not limited to delays because of strikes, lockouts, work slowdowns or stoppages, accidents, acts of God, failure of any governmental or other regulatory authority to act in a timely manner, failure of the Client to furnish timely information or approve or disapprove of Structural Focus's services or work product promptly, or delays caused by faulty performance by the Client or by contractors of any level. When such delays beyond Structural Focus's reasonable control occur, the Client agrees that Structural Focus is not responsible for damages, nor shall Structural Focus be deemed to be in default of this Agreement.

17. Assignment
Neither party to this Agreement shall transfer, sublet or assign any rights under or interest in this Agreement (including but not limited to monies that are due or monies that may be due) without the prior written consent of the other party, except to the extent that the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement. Nothing contained in this paragraph, however, shall prevent Structural Focus from employing such independent consultants, associates, subcontractors and subconsultants as Structural Focus, in its sole discretion, may deem appropriate to assist in the performance of services hereunder.

18. Dispute Resolution
In an effort to resolve any conflicts that arise during or following the completion of the Project, Structural Focus and Client agree that, prior to any litigation, all claims, counterclaims, disputes and other matters in question between the parties hereto, arising out of or relating to this Agreement or breach thereof, will be submitted to non-binding mediation before a neutral mediator that will last a minimum of four hours unless the matter is resolved in less than that amount of time.

Client and Structural Focus further agree to include the foregoing provision in any and all Agreements with independent contractors and consultants retained for the Project and to require all independent contractors and consultants to likewise include said provisions in any and all Agreements with subcontractors, subconsultants, suppliers, or fabricators so retained.

19. Termination of Services
This Agreement may be terminated upon ten (10) days written notice by either party should the other fail to perform its obligations hereunder. In the event of termination, the Client shall pay Structural Focus for all services rendered to the date of termination, including all reimbursable expenses, and termination expenses.

20. Third Party Beneficiaries
This Agreement is solely for the benefit of Structural Focus and Client only, and not for any other person or entity. To the extent that any other person or entity, including but not limited to the General Contractor and/or any of its Subcontractors and other Design Professionals, is benefited by the services performed by Structural Focus pursuant to this Agreement, such benefit is purely incidental and such other person or entity shall not be deemed a third party beneficiary to this contract. Nothing contained in this Agreement shall create a contractual relationship with or a cause of action in favor of a third party against either Structural Focus or Client.

21. Governing Law
This Agreement shall be construed and interpreted in accordance with the laws of the State of California, excluding any choice of law rules which may direct the application of the laws of another jurisdiction. Any claim or controversy arising out of or in any way related to this Agreement or the performance thereunder shall be litigated in a court of competent jurisdiction in the State of California.
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22. Severability
If any portion of this Agreement is found to be unenforceable, the remaining portions of the Agreement shall remain in effect and be enforced.

23. Titles
The titles used in this Agreement are for general reference only and are not part of the Agreement.

24. Compensation
Compensation for engineering services shall be adequate to permit the proper fulfillment of Structural Focus's obligation to the Client and to the public. Although the engineering fee is a very small factor in the overall cost of the project, it is necessary for the Client to allow for a sufficient fee to permit adequate time for study of the engineering conditions to provide the Client with a service of value.

Unless stated otherwise in the Letter of agreement between Structural Focus and the Client, the compensation for our services will be billed to the Client on an hourly basis for each employee's time in accordance with the attached schedule of hourly rates. Our hourly rate schedule is subject to change upon notification. Time spent in traveling, when in the interest of the Project, will be charged to the Client. Direct non-salary expenses (reimbursable expenses) will be charged in addition to the hourly charges at cost, plus 10%.

Reimbursable expenses include, but are not limited to:
▪ Travel and subsistence when away from the home office on Project business. ▪ Identifiable communication expenses and postage other than for general correspondence. ▪ Plan check, permit and inspection fees required by governing bodies. ▪ Photographic services.
▪ Identifiable printing and reproduction costs applicable to the Project. ▪ Subcontracted services.

25. PAYMENTS ON ACCOUNT
Invoices will be prepared in accordance with Structural Focus's standard invoicing practices and will be submitted to Client, at Structural Focus's option, either upon completion of any phase or on a monthly basis. Invoices are due and payable on receipt.

Unpaid Invoices: If Client fails to make any payment due Structural Focus for services and expenses within thirty days after receipt of Structural Focus's invoice, the amounts due Structural Focus will be increased at the rate of 1.5% per month (or the maximum rate of interest permitted by law, if less) from said thirtieth day; and, in addition, Structural Focus may, after giving seven days written notice to Client, suspend services under this Agreement until Structural Focus has been paid in full all amounts due for services, expenses and charges. Payments will be credited first to interest and then to principal. In the event of a disputed or contested billing, only the portion so contested may be withheld from payment, and the undisputed portion will be paid. Any attorney fees or other costs incurred in collecting any delinquent amount shall be paid by the Client.

Retainers, if applicable to this Project, shall be credited to the final invoice(s).

Any inquiry or question concerning the substance or content of an invoice shall be submitted to Structural Focus in writing within ten days of receipt of the invoice. A failure to notify Structural Focus within this period shall constitute an acknowledgment that the service has been provided.

Payment upon Termination: In the event of termination, the Client shall pay Structural Focus for all services rendered by Structural Focus and Structural Focus's consultants through the date of termination, including all reimbursable expenses and termination expenses.

26. 26. MODIFICATION OF AGREEMENT
The foregoing conditions may be modified only by written Agreement signed by all parties to this Agreement. 242 of 292
19210 S. Vermont Ave., Bldg. B, Suite 210, Gardena, CA 90248 | 310.323.9924 | structuralfocus.com Hourly Rate Schedule
Structural Focus 2024 Hourly Rates*
Principal (Project Manager) ................................................................ $235 Associate (Project Manager) .............................................................. $210 Project Engineer ................................................................................ $200 Senior Design Engineer ..................................................................... $180 Design Engineer ................................................................................ $170 Structural Designer ............................................................................ $150 Intern Designer .................................................................................... $90 Senior CAD/REVIT Specialist ............................................................ $135 CAD/REVIT Specialist ....................................................................... $105 Junior CAD Drafter .............................................................................. $70 Administration/Office Manager ............................................................ $85 *These hourly rates are effective starting January 1, 2024, and may be subject to change.
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Rockhaven Sanitarium | July 20, 2023
Honolulu Ave
Hermosa Ave
Pleasure Way
N
0 10’ 20’ 40’
Proposed Scope
Site Improvements
Existing Buildings to Protect in Place
Museum
Off-Site Improvements: Parking & Access
• No Assessment / Improvements
A
C
D
H
K
N
I
L
J
E
G
F
M
P
B
MUSEUM

CARETAKER
UNI T
WATER

DISTRICT
Scope of Work Scope of Work Diagram

FIRST AMENDED EXHIBIT A - SCOPE OF WORK
DocuSign Envelope ID: 903D84C1-7641-4979-8830-9768F3B87E0C 244 of 292
July 24, 2024
Rockhaven Museum
Rehabilitation &
Site Accessibility
Task 2: Public Meeting Attendance / Support
Public Meeting Summary Report
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July 24, 2024 2
Rockhaven Museum Rehabilitation &
Site Accessibility
Summary Index

1. Community Meeting Summary Report
-Site Design Feedback
-Museum Design Feedback
- Community Vision Feedback

2. Historic Preservation Commission Meeting Summary Report -Public Comment
-Commission Feedback

3. Appendix
A. Community Meeting Comments/Questions
B. Historic Preservation Commission Meeting Notes
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July 24, 2024 3
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Community Meeting Summary Report
Overview
A community presentation provided the public with the opportunity to learn about the concept design and share input on the Rockhaven Museum Rehabilitation and Site Accessibility project.

The meeting was planned to inform the public about the project’s site design principles, accessibility challenges, museum visioning and collect their thoughts on the design and potential programming for the museum and overall site. The meeting format consisted of a 50 minute presentation, followed by a 60 minute question and answer, which occurred on:

Wednesday, July 10, 2024, 6:00 pm – 8:00 pm, at the Montrose Public Library At the meeting, the SWA consultant team provided a presentation and, with Glendale city staff assistance, facilitated an open dialogue with community members. Participants had the opportunity to ask questions and share their thoughts and concerns during an hour long Q&A session following the presentation.

Summary Report
The following pages are a written and graphic summary of the community input portion of the meeting. A comprehensive list of all public comment can be found within the Appendix. 247 of 292
Rockhaven Museum Rehabilitation & Site Accessibility July 24, 2024 4 Site Design Feedback
July 10th Public Question & Answer
Concerned about
Increased Traffic
on Hermosa Ave.

Consider Water Use
for Landscaping
Establish City
Maintenance Plan
Ensure City Budget
Allows for Future
Maintenance
Consider Adding
Parking off of
Honolulu Ave.

Ensure Existing
Mature Trees are
Protected
Retain Character of
Existing Paths and
Railings
Restore Historic
Ornaments
eg. pots & Sculptures
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Rockhaven Museum Rehabilitation & Site Accessibility July 24, 2024 5 Museum Design Feedback
July 10th Public Question & Answer
Ensure Building is
Secure
Ensure Building is
Conditioned (HVAC)
Establish City
Maintenance Plan
Maintain Historic
Elements
Building / Museum Program Considerations
• Space for holding meetings & presentations.
• Highlight Mental Health History
• Importance of Marilyn Monroe’s Mother’s Room with Museum • Museum Gift Shop
• Snack Stand / Food
• Partner with Glendale National Alliance for Mental Illness (NAMI) 249 of 292
Rockhaven Museum Rehabilitation & Site Accessibility July 24, 2024 6 Community Vision for Rockhaven
July 10th Public Question & Answer
Would Like to See:
• Community Center
• Classrooms
• Artists Studios
• Galleries
• Workshop Rooms
• Yoga Studio
• Tea House
Against:
• Sub-Dividing Property
• Affordable Housing Project
• Future Deterioration of other buildings
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July 24, 2024 7
Rockhaven Museum Rehabilitation &
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Historic Preservation Commission Summary
Report
Overview
A presentation to the Historic Preservation Commission provided commissions and the community attendees to learn about the concept design and share input on the Rockhaven Museum Rehabilitation and Site Accessibility project. The material presented by the project design team followed a similar format as the previous community meeting held on July 10th, with an additional summary section highlighting the communities feedback (Pg 4-6). At the end of the 2-hour Historic Preservation Commission’s feedback was recorded for formal recommendations to be presented to City Council without any official vote on the project presented. The following is the meeting details:

Thursday, July 18, 2024, 5:00 pm – 7:30 pm, at the Municipal Services Building, Room 105, 633 E. Broadway Ave
Summary Report
The following pages are a written and graphic summary of the public comment and commission recommendations. A comprehensive list of all comments made can be found within the Appendix. 251 of 292
Rockhaven Museum Rehabilitation & Site Accessibility July 24, 2024 8 Public Comment
July 18th - Historic Preservation Commission
Project Specific Comments
• Design should be conscious of overall water-use.
• Advocate for sustainable best practices (e.g. Stormwater Capture, permeable paving where possible, etc.)
• Advocate to minimize the amount of rehabilitation
within the interior of the Pines Cottage.
• Recommend museum program include a Gift/Book Shop
• Requests project be reviewed by Historic Preservation Committee once final design is complete.
• Advocate for protecting in place the Pines Cottage
restrooms; recommends constructing new restrooms
within another adjacent building.

General Comments
• Against any future Housing Project and/or new building construction on the property.
• Consider adding a parking lot off of Honolulu Ave.
• Grant money should go towards deferred maintenance
and protection of all the buildings, not just the Pines Cottage.
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Rockhaven Museum Rehabilitation & Site Accessibility July 24, 2024 9 Commission Recommendations
July 18th - Historic Preservation Commission
Project Specific Comments
• Project shall include sustainable best-practices - such as solar collection, storm-water capture & re-use and
drought-tolerant planting.
• Recommends less rehabilitation of Pines Cottage
interior, allowing for funds for other building repairs. • Revise Museum’s mission statement to specify “[..] the lens of the women who once inhabited Rockhaven.”
• Provide Historic Preservation Commission an
opportunity to review project again prior to construction (once further developed in Construction Drawings).
• City should establish a budget and maintenance plan for the future.

General Comments
• Greater efforts should be made to protect all buildings on site from further deterioration and exterior repairs.

Consider this scope before addressing site access.
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Rockhaven Museum Rehabilitation &
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Appendix A
Community Meeting - July 10th, 2024
Participant Specific Questions

1. What is planned for the basement level?

2. Due to watering constraints/restrictions, what will be the impacts to the planned landscape? How will the city be able to maintain some much grass lawn? Are any drought-tolerant plants being proposed?

3. Is Hermosa Ave. (Traffic/parking lanes) considered “sub-standard”?

4. Can Rockhaven site/museum visitors enter from Honolulu, and keep traffic away from Hermosa?

5. Will there by ADA parking available on site?

6. Will the museum building be “conditioned” (have HVAC)?

7. Gutters and downspouts have been removed from the existing buildings on site. What is being proposed to control site runoff and potential building damage from water?

8. Representative from Glendale National Alliance for Mental Illness (NAMI) voiced that they would like to partner with future museum, and assist with education/history of mental health story. -Requested museum feature content about mental health history - Requested space/facilities for holding meetings, presentations, etc.

9. What is the current project timeline?

10. After the project goes to City Council, what are the next steps? Is there a hard deadline to use the grant money?

11. Will the presentation slides be available after the meeting?

12. What are the goals/plans for the other buildings on site?

13. Will the other buildings be maintained by the City?

14. What are the plans for modifying the historic paths? Should follow Secretary of the Interior’s Standards.

15. What are the plans for retaining the mature trees on site? Concern about distinguishing “protected” versus “trash” trees.

16. Regarding demo/removal of interior walls at the museum, can we keep an outline on the floor or some other sign showing where walls were once located?

17. Will there be more outreach from the City to potential benefactors? Hold fundraisers? To obtain more project funds.

18. Will the room associated with the history of Marilyn Monroe’s Mom be retained/preserved?

19. Will there be any accommodations for the resident ghost?

20. Who are the “future occupants” for the other buildings on site? Will the buildings be leased from the City? What future options are available?

21. Asked for clarification on vehicle access/parking from Hermosa. Why is there no vehicle entrance proposed from Honolulu?

22. Will the Sanitarium site be retained as an entire parcel in the future?

23. Are there any accommodations proposed for a museum gift shop or snack stand? Food/drink service?

24. How much of the grant money will this initial project (Tiers 1-3) consume? Any money left-over for the other buildings on site?

25. Can the property be held in escrow/protected?

26. What is being proposed for retaining the historic railings? The new railings shown in the slides are too straight/ too modern; prefer the more decorative/ornate look.

27. Regarding Honolulu entry; Are we retaining/restoring the statue? Are we keeping the Rose circle around the statue? 254 of 292
July 24, 2024 11
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Appendix A- Cont.

28. Are we restoring the original restroom tile?

29. How will the vinyl tile be restored? Are we proposing to use vintage-looking vinyl flooring?

30. Will the future maintenance of the landscape be included in the city budget? Who will perform this work?

31. When the project is complete, will the entirety of the property be open to public?

32. Is the City looking for ways to monetize the property?

33. Will the grotto area (“pond”) and pathways around it be retained?

34. How will the property be maintained and kept free from vandalism?

35. Will the museum be secured (security cameras, on-site security, etc.)?

36. Are there any mold concerns due to previous roof leaks/water intrusion?

37. Asked for clarification on if a wheelchair lift was being proposed and where it was located.

Project Feedback

1. Resident voiced concerns for parking in the neighborhood; difficulties finding street parking on Hermosa Ave.

2. Applause for the project team’s level of study/research into the project.

3. Voiced concerns that this project should protect/retain all character-defining features outlined in the National Register Nomination.

4. Voiced concern over the covered patio at the north side of the Pines Cottage as being a contributing feature; proposed plans call for more change/removal of covered structure.

5. Applause for the City of Glendale for proposing something beautiful for the North Glendale area.

6. Complaint on the size of the current Library meeting room (standing room only).

7. Voiced concern about increased traffic on Pleasure Way and Hermosa Ave. Consider keeping traffic to Honolulu Ave.

8. Suggest engaging a local Montrose vendor who can fabricate new metal items, lights, railings etc. to match the historic.

9. Suggest using Buffalo grass as a good sod alternative; very durable, stays green.

10. Applause for the project teams’ attention to detail and thoughtfulness on the project; suggested we draw on the collective experience of others in the room to help with the project.

11. Voiced their desire that the Friends of Rockhaven group should be involved in the design process.

12. Voiced concern over the current and future city maintenance of the landscape.

13. Asked for clarification on the use of building codes/historic building codes/ADA regulations for this project.

14. Clarify terminology used in Slide #7: suggest changing “understand” the Secretary of Interior Standards to “comply with” the Standards.

15. Clarify/acknowledge that all existing and protected trees will be retained.

16. David Monroe in audience, representative from Marilyn Monroe’s estate/ photojournalist/ film connections. Asked if there are any official records relating to her mother’s residence available? Would like to arrange for site access to film a scene for his current documentary project.

17. Expressed gratitude for bringing back/integrating potted plants into the project.

18. Applause for project overall; could easily have “gone south as condo complex”. 255 of 292
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Appendix A- Cont.

Overall Vision / City Feedback

1. Voiced strong objection to having the Rockhaven property sub-divided.

2. Voiced other ideas for the building, such as classrooms, artists’ studios, galleries, workshop rooms, a tea house. Would like the City to acknowledge that the historic character will be retained.

3. Voiced opposition for turning site into affordable housing or building affordable housing on adjacent vacant land; it’s not an appropriate use for this site.

4. Voiced that they are okay with the idea of a museum on site, but really prefer the previous idea of providing a community center for things like pottery classes, art, yoga, etc.

5. Voiced concern that since it is City-owned property, it should be maintained. In the future, beyond the grant money, asked for commitment from the City to maintain the site/buildings and not let them deteriorate further.

6. Voiced concerns that Affordable housing on vacant land is not appropriate.

7. The other buildings on site are currently covered with heavy tarps. Suggest that the City provide low-cost composition shingle roof as temporary roofing instead of tarps. 256 of 292
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Appendix B
Historic Preservation Commission Meeting - July 18th, 2024 Commission Comments/Questions During Presentation

1. Rockhaven is identified with a fairly wide/long period of significance. Will the museum rehabilitation work narrow that range? Or restore back to original construction date? a. ARG: The exterior rehabilitation work will attempt to get as close to the early history/date of construction. Restored to original ‘Craftsmen’ Style. b. ARG: The interior work (show rooms, bathrooms, etc.) can also be presented/restored to specific times in history. The remainder of the interior will be more flexible, using contemporary but period appropriate finishes.

2. In regards to landscape renderings; What is the purple flowering plant used in every rendering? Is the intent that all the gardens would be the same? Graphics feel too consistent and there are lots of small-scale details to the landscape that shouldn’t be overlooked, such as pots and railing.
a. SWA: The planting plan is still in development. The renderings depict a sage/salvia species, but is a place-holder for other flowering plants. The design intent is to use drought-tolerant species with a mix of colors that are appropriate to the aesthetics and climate. Existing pots are stored on the site and intended to be restore or replenished with new of the same character.

3. Praise for the project; design team’s affection for the property comes through in the work. Will all the trees be maintained? What are the plans for watering plants? Will there be an establishment period? There is an existing well on site that could possibly be used. a. SWA/City: Some large trees have already died and have been identified by the team’s Arborist report and are slated for removal. All others will maintain and protect in place. The landscape team will specify an establishment period for the site and City Parks & Recreation Department will maintain.

4. Statement confirming there are no other plans to rehabilitate the other buildings on the property, just the Pines Cottage and site/landscape improvements. The museum needs to have a clear identify on its own, and will hopefully be surrounded by other compatible uses, but may not be.

The museum also needs a good relationship with the City as a partner.

5. Clarification on community feedback on establish budget for maintenance.

6. Is solar power being considered for site/building electricity? a. Design Team: The clay tile roof of the museum is not recommended for solar panel installation, but perhaps another building. Will also need to consider the canopy of large mature trees which may be difficult to maintain solar panels.

7. What percentage of new versus existing plants being proposed? Will these by CA natives? Drought-tolerant? Any thoughts on water collection?
a. SWA: The existing trees are remaining; however, the existing shrubs and groundcover are dead or not usable. The site needs re-landscaping, somewhere in the 70% range. Some areas could remain natural and un-maintained. Based on previous community feedback, the use of California native plants and drought-tolerant species 257 of 292
July 24, 2024 14
Rockhaven Museum Rehabilitation &
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Appendix B- Cont.
is important, however we must restore a historic site which has a more formal character with green lawns and flowering plants.
b. SWA: The design will utilize the topography and potential existing concrete channels for water flow. There is area on the lower/southern side of the property that could be used for water catchment. We will be using LID principles for stormwater runoff in/ around/away the buildings.

8. Will the HPC have any involvement with approval of future tenants? Creative a sustainable environment with drought-tolerant landscape will hopefully help attract good/compatible use tenants.
a. City: No, but as each building is leased, there would be a rehabilitation process where Historic Preservation Commission would have a say in typical plan review processes.

9. HPC asked for clarification on the proposed ADA pathways and entrances to other buildings.

Will they all be rehabilitated or blocked off from access in some way? a. SWA: Tier 1 will accommodate this work but installing physical barriers (post and chain stanchions) that would limit access but provide views through corridors that would be upgraded for ADA access and safety at a later date.

10. What does the Secretary of the Interior or National Park Service, etc. say about landscapes? Is there any existing published guidance about merging drought-tolerant landscaping with historic properties?
a. ARG/SWA: We don’t recall any specific published guidance on this topic, but understand it is a hot topic in preservation circles. Team will do some research on this topic to help inform design.

Public Comment

1. Speaker #1
i. Proponent of Balancing cultural/native planting
ii. Suggests city consider using on-site well for water source. iii. Consider permeable surfacing where possible.
iv. Prefer Honolulu Avenue for ingress/egress and parking. v. Consider parking lot off of Hermosa as temporary and use larger vacant lot in future phase.
vi. Against Housing development project
vii. Objects building any new buildings on the site.

2. Speaker #2
i. Expressed concern about water-use and expressed opinion that site could incorporate a lot of stormwater capture.
ii. Objection that HPC will have no future say in other building rehab (Clarified by City, they will have oversight on rehab of other buildings)
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Appendix B - Cont.

3. Speaker #3
i. City and Design team should consider other similar complexes such as Barnsdall Art Center and The Autry.
ii. Recommendation to have a book store and/or gift shop on site.

4. Speaker #4
i. Likes the ideas of introducing solar panels and water capture onsite. ii. Prefers the Pine’s Cottage remain untouched. Advocate for most amount of preservation and least amount of reconfiguration. Preserve all the restrooms, particularly the colorful tile and historic fixtures. Don’t add any additional bathrooms. Don’t demolish interior walls. Don’t add a kitchenette. Leave the building untouched as a house museum.
iii. Suggest placing additional restrooms in another building, such as adjacent garage. The kitchen could go into the garden shed.
iv. The grant calls for a ‘future museum’ but prefer the money be used to preserve the other buildings on the property, and take the primary focus away from the Pine’s Cottage.

The grant funds cover things that go beyond the museum. Money and budget should allow for deferred maintenance of the other buildings.

5. Speaker #5
i. Consider the other items listed in the grant agreement. ii. Objection to demolition of structures 15-16 be demolished from National Registry Documents
iii. National Park Service has published guidelines for planting – comply with these for design
iv. Expressed concern that HPC doesn’t not have enough information about the current design presentation to do a full assessment if the project compiles or not.

HPC should review the full set of construction plans.

Commission Final Comments

1. Prefer to see the grant money go toward the preservation of the other buildings. There are huge water intrusion issues and deterioration/damage that has not been studied. The goal should be to project other buildings from further deterioration/damage before they can no longer be preserved. Additionally, project as currently scoped (museum-focus) could easily go over budget, and we don’t want to sacrifice the care of the other building by using the tiered approach presented. Saving one building is not enough.
i. City: We are working with the direction given from City Council. There is a cost estimate currently being prepared which will be presented to Council next month. The reason for the tiered approach is to provide more flexibility in costing. The goal is to complete all tiers 1-3, but if the costs are higher, we can scale back.

2. How will the property function/operate? Will the buildings be leased from the City? Will City Parks and Recreation maintain the buildings/site?
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Appendix B - Cont.

3. The grant lists a number of requirements to follow, Is there a hierarchy to the numbering system? Since there is no current operator for the museum, could we do a limit the amount of rehabilitation to only the shell, until a future museum operator is in place?

4. Described the future experience of walking through a beautifully preserved site filled with run-down buildings as being “macabre.” Preferred to re-focus the project; mothball the other buildings and make sure they are water-tight and preserved on the exterior. Provide a more complete outward appearance to entice tenants to want to occupy the buildings. Core and shell, but no interior work at this time.

5. Asked for Clarification if Commissioners were voting on the project tonight. i. City: Commissioners are only making recommendations to City Council, not taking a formal vote on the project.

6. Concerned with the prioritization levels, and no plans for grant money to go to the other buildings. i. City: The city has installed heavy-duty tarps on the other buildings roofs, to protect further deterioration of buildings. The proposed site improvement will also greatly improve site drainage and water-intrusion issues around the base of the buildings. The $8M grant is not enough to solve everything, and the work to date is considered preliminary, not the final design.

7. We understand the logic of completing the Pine’s Cottage first (more of a community development approach), but don’t want to spend all the grant money on site and museum in exchange for preserving the other buildings. What is the rationale for the prospective tenant? The site is taken care of, and the tenant would focus on the individual building improvements? Would the City provide core and shell improvements and the tenant be responsible for the interior? What about HVAC, should have be part of the tenant improvements?
i. City: Using the Neon Museum as an example, the City provided a ready-made space for the museum; paid for all improvements (turn key arrangement), but already had an operator in place.

8. Recommends revising future Museum’s mission statement to specify “the lens of the women who once inhabited Rockhaven”. This was a women’s institute for women, by women.

9. Objects to the heavy visual/aesthetic impacts of all the ADA changes, in particular railings. Suggests team investigates any exemptions to lessen the impacts and not have to follow the regulations so explicitly. Consider just having one accessible entrance to the Museum, not two as shown. 260 of 292
City of Glendale

DISCLOSURE - CAMPAIGN FINANCE ORDINANCE
The City Council adopted Ordinance No. 5744, “Campaign Finance Ordinance,” which became effective on September 9, 2011, and amended it with Ordinance No. 5768, which became effective on March 15, 2012 (“the Ordinance”). The Ordinance prohibits: (1) A contractor* (including a subcontractor**)― who has a contract with the City of Glendale (“City”), Economic Development Department (“EDD”), or the Housing Authority of the City of Glendale (“HA”) and that contract is subject to approval by the City Council, EDD, or HA― from making a contribution to a City Council member, EDD member, HA member, City Clerk, or City Treasurer; and (2) Council members, EDD members, and HA members from voting on matters concerning a contract with a person who has provided a campaign contribution.

The Ordinance applies to a contractor whose contract requires the City Council’s, EDD's, or HA’s approval. A contract with the City, EDD, or HA is known as a “City Contract.” The Ordinance also applies to a subcontractor who has a subcontract through a City Contract. The Ordinance excludes a competitively bid contract awarded to the lowest responsible bidder.

To assist members of the City Council, EDD, and HA before they vote on a matter regarding a City Contract, the Ordinance requires City staff to prepare this report which discloses certain information about: the contractor receiving the City Contract, and the subcontractor(s) working under the City Contract.

A contractor must provide the information listed below when: A subcontractor must provide the information listed below when:
• • The subcontract through a City Contract has a total anticipated or actual value of $25,000 or more; or
The City Contract has a total anticipated or actual value of $50,000 or more; or contract awarded to the lowest responsible bidder.
• A combination or series of City Contracts have a value of $50,000 or more. • A combination or series of subcontracts, for the same or different projects, have an aggregate value of $25,000 or
more. Information that must be disclosed: ● Name of the person, entity, or organization (i.e., the Contractor or Subcontractor) ● Name of the Chief Executive Officer/President
● Chief Operating Officer
● Chief Financial Officer
● Chairperson
● All members of the Board of Directors
● All persons who own more than 10% of the person, entity, or organization ● Name of any campaign committee owned or controlled by the person, entity, or organization Please complete the following disclosure form:

Contractor(s)*:

Name Address
SWA Group, Inc. 811 W 7th Street, 8th Floor, Los Angeles CA 90017 Full Name Title Business Address City State Zip
Chairperson
Gerdo Aquino Chief Executive Officer / President
Chief Operating Officer
811 W 7th Street, 8th Floor Los Angeles CA 90017
Chief Financial Officer
Board of Directors
More than 10% interest owner
* “Contractor” is the person, entity, or organization that is the party, or prospective party, to the contract with the City, EDD, or HA or any member of that person’s, entity’s, or organization’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address. 261 of 292
Subcontractor(s)**:

Full Name
Name Address
Title Business Address City State Zip
Chairperson
Chief Executive Officer / President
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. Subcontractor includes any member of that person’s, entity’s, or organization’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
ƒ
ƒ
ƒ
I have identified all persons for which the Ordinance requires disclosure; The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and I have been legally authorized to submit this disclosure form. 2 In total, this disclosure form (including attachments) is pages.

August 1 24 811 West 7th St, 8th Floor, Los Angeles, 90017 Executed on:

Signature:
, 20 , at: , California.

Gerdo Aquino Print Full Name:

Address: 811 W 7th Street, 8th Floor, Los Angeles, CA 90017 Phone Number: 213-236-9090 E-mail Address: [email protected] Rev. 6/7/12 J:\FILES\DOCFILES\ORD\CAMPAIGN CONTRIBUTION\DISCLOSURE FORM – CONTRACTOR – 6-7-12.doc 262 of 292
8b

CITY OF GLENDALE, CALIFORNIA

REPORT TO THE CITY COUNCIL

AGENDA ITEM
Report: Initiation of Code Amendments to Title 30 of the Glendale Municipal Code Related to Development Standards for Accessory Dwelling Units and Junior Accessory Dwelling Units

1. Motion Providing Direction for and Initiating Amendments to Title 30 of the Glendale Municipal Code Related to Development Standards for Accessory Dwelling Units and Junior Accessory Dwelling Units

COUNCIL ACTION
Item Type: Action Item
Approved for July 30, 2024 calendar

EXECUTIVE SUMMARY
Zoning standards for accessory dwelling units (“ADUs”) and junior accessory dwelling units (“JADUs”) were first established in 2017 and have since been amended several times to bring them into compliance with constantly evolving State law. State law requires cities to ministerially approve ADUs and JADUs subject to very limited standards.

Following a comprehensive review of the City’s ADU/JADU standards, the California Department of Housing and Community Development (“HCD”) alleges several standards are not in compliance with State law. Staff disagrees that many of such standards are out of compliance, but in some cases is recommending amendments to ADU/JADU zoning standards, while in other cases recommends that the Council adopting findings regarding the City’s compliance with State law. Staff has summarized the areas identified by HCD and provided options for amendments. This report is the first step in completing these amendments, in that staff is requesting that Council provide direction and initiate amendments to Title 30 of the GMC as it relates to development standards for ADUs and JADUs.

RECOMMENDATION
That the City Council review this report and provide direction regarding amendments to Title 30 of the Glendale Municipal Code related generally to zoning development standards for ADUs and JADUs.
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BACKGROUND/ANALYSIS
The City of Glendale first established zoning standards for ADUs in 2017 as a result of State legislation (AB 2299 and SB 1069) that required local agencies to ministerially approve ADUs. Since then, and in response to changing legislation from the State, the City has adopted a series of ordinances regarding zoning requirements for ADUs and JADUs on residential properties. The most recent update to the ordinance (Ordinance No. 5997) was adopted by City Council on November 15, 2022, and is codified in Glendale Municipal Code (GMC) Section 30.34.080 (“ADU/JADU Ordinance”).

In a letter dated December 7, 2023, HCD identified 16 general areas where they contend the City’s ADU ordinance conflicts with State law. The City responded to HCD on January 31, 2024, and addressed each of the 16 areas, analyzing reasons its ADU/JADU Ordinance complies with State law in all 16 areas, but committing nevertheless, to bring forth certain clarifying and other amendments to City Council for consideration. Since then, a series of written communications have been exchanged with HCD regarding the ADU/JADU Ordinance, including a Notice of Violation issued by HCD on June 19, 2024 that requires the City to either amend its ADU/JADU Ordinance to satisfy HCD’s findings of non-compliance, or adopt its own findings to explain reasons its Ordinance complies with State law.1
The City responded to the June 16 letter by reiterating its position that its ADU/JADU Ordinance complies with State law, but ultimately committed to a timeline for potential adoption of various amendments (or findings, as the case may be) to the Ordinance by early November of 2024. The first step in adoption of such amendments requires Council to initiate the changes and provide direction to staff. Below is a list of the topics associated with the 16 areas HCD initially identified in their December 7, 2023, letter.

1. Dwelling Unit Size

2. Where JADUs are Permitted

3. ADUs in Proposed Multi-Family Development

4. Size Limits on Attached ADUs

5. JADUs and Development Standards

6. Accessory Living Quarters*

7. Street-Front and Street-Side Setback

8. JADUs and Short-Term Rentals

9. JADUs and Separate Sales

10. Unit Mix – Number of ADUs Allowed*

11. Architectural Compatibility*

12. ADUs Above a Detached Garage*

13. ADUs in Proposed Multi-Family Development (Similar to #3)

14. Parking
1 Government Code Section 66326(b)(2) provides that if HCD finds a city’s ordinance does not comply with State law, a city must either amend its ordinance to make changes HCD claims are necessary to achieve compliance, or “[a]dopt the ordinance without changes. The [city must] include findings in its resolution adopting the ordinance that explain the reasons the local agency believes that the ordinance complies with [State law] despite the findings of [HCD].” 264 of 292
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15. Covenant and Agreement Requirements

16. JADUs and Owner Occupancy
For a majority of these items, staff agrees that clarifying amendments to the City’s Zoning Code are prudent. For those items noted with an asterisk (*), staff is specifically seeking direction from Council on how to proceed. Also, some of these topics are related to what is commonly referred to as a “mandatory ADU”, which is an ADU that must be allowed, regardless of compliance with other zoning development standards (e.g., FAR, Lot Coverage, Landscaping, etc.) as long as it is limited to 800 square-feet (SF) in size, located at least four feet away from an interior setback and complies with the specified height requirements that range from 16 to 25 feet depending on location on-site and proximity to major transit. Gov’t Code § 66321(b)(3); GMC § 30.34.080(E)(2).

If the City disagrees with HCD’s claims and determines no amendments are necessary, Government Code Section 66326 requires the City to adopt findings explaining why its ordinance complies with State law. The following paragraphs summarize each of the 16 HCD-identified areas and staff’s recommended course of action (whether to amend or adopt findings of compliance). These 16 topics are also discussed in a matrix included as Exhibit 1 to this report.

Dwelling Unit Size
HCD claims that Glendale’s minimum dwelling unit sizes for ADUs and JADUs are more restrictive than the State’s required minimums This is a misunderstanding that can be easily clarified; the standards for minimum dwelling unit sizes in GMC Section 30.11.050 are specifically for standard dwelling units in multi-family zones and under no circumstances apply to ADUs or JADUs, which are defined separately with separate standards. In response to this claim, staff recommends amending the referenced section to clarify that the dwelling unit sizes in GMC Section 30.11.050 do not include ADUs or JADUs, which are defined and governed separately in GMC Section 30.34.080.

Where JADUs are Permitted
Government Code Section 66333 restricts JADUs to lots in single-family residential zones with either an existing or proposed single-family dwelling unit. HCD claims that the City’s ADU/JADU Ordinance violates State law because JADUs are also permitted in the multifamily, commercial, mixed-use, special purpose, and transit-oriented development zones.

The definition of a JADU and the standards specified in GMC Section 30.34.080 are clear that JADUs are restricted to single-family properties, meaning there is only one dwelling unit on the site, regardless of zone. This was done intentionally to be fair and equitable to the many single-family use properties located throughout different zones of the City.

The City acknowledges that State Law restricts JADUs to single-family residential zones, but in adopting regulations, the City did not interpret this provision as a prohibition on allowing JADUs on single-family use properties in other zones. Implementing this change will require amendments to the land use charts in the zoning code and DSP to omit references to JADUs. Moving forward, those properties that are developed with a singlefamily use outside of a single-family zone would no longer be eligible to construct a JADU, 265 of 292
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and would be restricted to one or more ADU. Though, Council could find that the ADU/JADU Ordinance does not violate State law by being more permissive and allowing JADUs on single family properties in non-single-family zones, and thus, could direct staff to draft the necessary findings in accordance with Government Code § 66326 to keep this provision as-is, staff recommends that Council direct staff to amend Title 30 to address HCD’s requested amendment.

ADUs in Proposed Multi-Family Development
This topic appears twice in the original HCD’s December 2023 letter, and pertains to .

GMC Sections 30.34.080(D)(1) and 30.34.080(F)(4), which appears to prohibit (or rather, exclude the allowance of) ADUs in proposed multi-family developments, where State law allows ADUs in proposed multi-family developments. This was an oversight and the City never intended to exclude proposed multi-family developments from constructing ADUs.

The City has always allowed and will continue to allow a proposed multi-family development to construct ADUs as part of the development in accordance with applicable standards. Staff is recommending amending both referenced code sections to clarify that ADUs are allowed in proposed multi-family development, which will be consistent with current practice.

Size Limits on Attached ADUs
The development standards in GMC Section 30.34.080(D)(7) include restrictions on the size of ADUs that are proposed to be attached to the existing single-family residences, where the attached ADU cannot exceed 50% of the existing square-footage of the house.

HCD claims that this provision violates State law because it would preclude an owner from developing a “mandatory ADU” which is restricted to a maximum size of 800 SF.

Currently, the City abides by the requirement of State Law to allow an exception to the development standards when they would preclude the construction of a “mandatory ADU”. Staff is recommending amending the applicable code section to clarify that the 50% restriction does not apply to the “mandatory ADUs”, which will be consistent with our current practice.

JADUs and Development Standards
HCD cites GMC Section 30.34.080(D)(3) and claims that the City is in violation of State Law because the proper exception for JADUs is not specified in the ordinance as it relates to JADUs and the underlying zoning development standards. However, this is incorrect, because the GMC states that ADUs and JADUs are subject to the underlying zoning development standards applicable to the primary dwelling, except as set forth in the section. Staff is recommending amending the applicable code section to include a clarifying statement that specifically cites the code section for the mandatory ADUs and JADUs not subject to underlying zoning development standards.

Accessory Living Quarters*
GMC Section 30.34.080(D)(9) establishes restrictions on single-family properties and allows either an ADU or accessory living quarters, but not both. An accessory living quarter can include any building with an “R” Occupancy per the California Building Code.

Common examples include a guest house, pool house, recreation room, workshop, and 266 of 292
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rumpus room. In their letter, HCD cites Government Code § 66314(d)(3) which provides a choice of the type of ADU created and includes attached or located within the primary dwelling (including attached garages, storage areas or similar uses), or an accessory structure.

HCD claims that because there is no language in State Law requiring an existing accessory living quarters to be converted to an ADU, that the City’s restriction is in violation. Staff contends that since there is no language in State law specifically prohibiting a local agency from requiring a property with existing accessory living quarters from either converting it or demolishing it to build an ADU, that there is no violation of State law. The intent of this restriction was to minimize a proliferation of detached accessory buildings on lots which further reduces landscaping and open space, and contributes to additional lot coverage and FAR, and to encourage applicants to convert accessory living quarters to ADUs which contributes to independent living facilities to support renters. Staff is recommending that no amendments to the current ordinance be proposed and Council direct staff to draft the necessary findings in accordance with Government Code Section 66326. Alternatively, the Council can consider amending the ordinance to omit this prohibition, which would allow all applicants moving forward to maintain their accessory living quarters and build an ADU. If this alternative moves forward, staff recommends considering amending the residential standards to limit the number of accessory living quarters permitted on a property to minimize the proliferation of detached accessory buildings on single-family lots.

Street-Front and Street-Side Setback
Regardless of the city’s street-front and street-side setback requirements, if construction of a “mandatory ADU” would be prohibited by such requirements, the City must allow such “mandatory ADU” in the street-front and street-side setback areas so long as the 4’- 0” interior setbacks are provided. The City’s current language in GMC Section

30.34.080(D)(10) already allows this for single-family properties in accordance with State Law. Staff oversight in drafting the ordinance originally excluded the multi-family ADUs in the language, however, our practice is to allow them in accordance with State Law. Staff is recommending clarifying language be added to the referenced section to include multifamily properties.

JADUs and Short-Term Rentals
The City has established a minimum rental term of 30 days for ADUs and JADUs in the Zoning Code. GMC § 30.34.080(d)(11) (“Any rental of an accessory dwelling unit and/or junior accessory dwelling unit created pursuant to this section shall be for a term longer than 30 days.”) In other words, ADUs and JADUs cannot be used as home-sharing shortterm rentals. HCD claims that the City is in violation of State law as it relates to JADUs because there are no restrictions on the rental terms established in State law for JADUs, only for ADUs. Staff disagrees that just because State law does not specify a minimum rental term for JADUs, does not mean the City cannot impose one. However, the Council can consider removing this restriction on JADU rental terms, which would allow JADU owners to rent their property on a short-term basis (subject to JADU owner-occupancy requirements and the City’s home-sharing regulations).
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JADUs and Separate Sales
Starting January 1, 2024, cities have the option to allow the separate sale of ADUs from the primary dwelling, but the separate sale of JADUs is prohibited. HCD claims that the City should clarify that prohibition for JADUs. Staff disagrees that a clarification in the City’s ADU/JADU Ordinance is necessary because the current Ordinance language already references the applicable sections of the Government Code. However, since this amendment would not be substantive, staff recommends that the Council direct staff to amend the language in GMC Section 30.34.080 to clarify that a JADU may not be sold separately under any circumstances.

Unit Mix – Number of ADUs Allowed*
HCD claims that the provisions of Government Code § 66323(a)(1) thru (4) require the City to allow a maximum of three units to be permitted on single-family properties consisting of one converted ADU, one detached new construction ADU, and one JADU.

On multi-family properties, HCD claims that State law allow owners to combine the right to build two detached ADUs and multiple ADUs by converting existing non-livable space.

The City does not agree that the intent of the referenced sections of State Law is to allow up to three accessory units on single-family properties, and multiple accessory units on multi-family properties by combining new construction and conversions.

The City Attorney’s Office researched the legislative history of AB 68 and AB 881 (the bills that amended State ADU law to allow these combinations in 2019), and both contain reports evidencing that the legislature intended to allow a maximum of one ADU and one JADU in single-family developments. For example, with respect to AB 68, the April 3, 2019 report titled "Assembly Committee on Housing and Community Development", on page 4 under the heading "Relaxing ADU Standards", states: "[t]his bill makes major changes to the ADU statute to facilitate the development of more ADUs ... , including the following: Increases the number of AD Us allowed to be constructed per lot by potentially allowing two ADUs on lots with single-family homes, and multiple ADUs on lots with multifamily dwellings." Similar language is contained in the September 9, 2019 report titled "Concurrence in Senate Amendments", at page 2 ("This bill ... [i]ncreases the number of ADUs allowed to be constructed per lot by potentially allowing two ADUs on lots with single-family homes, and multiple ADUs on lots with multi-family dwellings.") Moreover, with respect to AB 881, the Senate Floor Analysis dated September 1, 2019 contains a table on page 5 that delineates that each lot may only have one JADU and one ADU.

HCD argues that the word "any" contained in Government Code Section 66323(a)(1-2) means that a property owner could construct any and all (a phrase that is missing from State law) of what follows. This is a strained and illogical reading of this section that contradicts the overall ADU/JADU statutory scheme. Section 66323's language requires a local agency to ministerially approve an application "to create any of the following" and then delineates what is clearly two different and distinct alternate scenarios: 1) a "converted" ADU and a JADU meeting certain specifications; or 2) a detached new construction ADU and a JADU. The legislature was clear that each type of ADU (converted or new construction) could also combine with a JADU (and only one JADU with each type of ADU). Under HCDs reading of the statute, requiring the allowance of 268 of 292
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any and all of the listed types of ADUs/JADUs on one lot, an applicant could create each of the two kinds of ADUs and a JADU for each ADU (resulting in 2 ADUs and 2 JADUs).

However, a lot cannot have more than one JADU pursuant to Government Code Section 66333 Accordingly, HCDs construction of the statutory language is not in harmony with Section 66333, and thus violates the rules of statutory construction. See Skidgel v.

California Unemployment Ins. Appeals Bd., 12 Cal. 5th 1, 14 (20 21) (holding court must "construe the words in question in context, keeping in mind the statutes' nature and obvious purposes. . .. [and] harmonize the various parts of the enactments by considering them in the context of the statutory [framework] as a whole"). The same statutory construction should thus apply to section 66323(a)(3-4), in that an applicant must choose either two detached ADUs or conversion of non-livable existing space up to 25% of the existing units. Accordingly, the City’s position is that this section of its ADU/JADU Ordinance is in compliance with State law.

Staff is recommending that no amendments to the current Ordinance be proposed and Council direct staff to draft the necessary findings in accordance with Government Code § 66326 explaining why the City is in compliance with State law. Alternatively, at Council’s direction, staff can draft amendments to the ADU ordinance to reflect HCD’s interpretation of this section.

Architectural Compatibility*
As it relates to design, State Law allows local agencies to establish objective standards for ADUs. The zoning standards in GMC 30.34.080 establish an “architectural compatibility” requirement for ADUs which means the proposal must use matching or complementary building materials unless compliance would preclude the development of a “mandatory ADU”. HCD claims that the “architectural compatibility” requirement is subjective and therefore the city is in violation of State law. Staff is recommending omitting references in the zoning code to the architectural compatibility requirement for ADUs and creating objective standards, similar to what was created for SB9 units, but focusing on façades directly facing the street and second-story additions. Alternatively, Council may choose not to implement any objective design standards on ADUs. In that case, the only exception would be related to historic properties where the City would maintain existing language that prohibits changes visible from the public realm.

ADUs Above a Detached Garage*
Currently, the zoning requirements for ADUs prohibit ADUs to be built on top of existing detached garages or carports. This was allowed for the first few years of Glendale’s ADU/JADU Ordinance, however, in 2020 the Council amended the Ordinance to prohibit this type of ADU from being constructed. This change was in response to an increase in the number of complaints from residents regarding privacy issues.

Government Code § 66314(d)(3) allows ADUs to be attached to detached garages and HCD is asserting that the term “attached” would include an ADU built on top of an existing detached garage. The City maintains that neither the language nor intent of State law supports this claim. The referenced Government Code section mandates that the City allow an ADU to be attached to or located within the space of the primary dwelling 269 of 292
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(including attached garages and other areas that are attached), or mandates that the City allow an ADU to be converted from an accessory structure, or that the ADU be detached from the primary dwelling, including detached garages. The City allows all of these scenarios and is therefore in compliance. Staff is recommending that no amendments to the current ADU/JADU Ordinance be proposed and Council direct staff to draft the necessary findings in accordance with Government Code § 66326. Alternatively, at Council’s direction, staff will craft amendments to the ADU ordinance to allow an ADU above a detached garage or carport. If Council elects this option, staff can also draft objective design standards for such ADUs that could minimize privacy concerns, such as prohibiting windows and/or balconies from overlooking a neighboring property.

Parking
HCD identified one of the required parking exceptions for ADUs that is specified in State law and missing from the City’s ADU/JADU Ordinance. The exception would not require parking be provided for the ADU when submitted with a permit application to build a new single-family dwelling or new multi-family dwelling, so long as the ADU satisfies other criteria in the sub-section. This was an oversight by the City to not include this exception and staff is recommending amending the ADU/JADU Ordinance to include this.

Covenant and Agreement
Currently, all property owners developing an ADU and/or JADU on their property are required to enter into a covenant and agreement with the City regarding prohibition of individual sales, compliance with required parking, owner-occupancy restrictions on JADUs, short term rental prohibitions, that the permit runs with the land, and provisions for when the ADU and/or JADU must be removed. HCD contends that because State law does not require deed restrictions for ADUs, the City’s requirement for the Covenant and Agreement is in violation of State law. The City disagrees that simply because State law does not require a deed restriction for ADUs, it prohibits the City from requiring one.

However, the main reason for the ADU covenant in the first place was to ensure current and future owners would have notice of the owner-occupancy requirement for a property with an ADU, but this requirement was eliminated by State law effective January 2020.

Accordingly, since the main purpose of the Covenant (notice of owner-occupancy requirement) has been eliminated, staff recommends that Council direct staff to remove the requirement to enter into and record a covenant as a condition of approval of an ADU building permit application.

JADUs and Owner Occupancy
Pursuant to State law, the owner of a property with a JADU is required to live in either the JADU or the remaining portion of the residence. Government Code § 66333(b). The City’s ADU/JADU Ordinance, however, provides that if the owner does not live on-site, the property can only be rented as a whole (meaning that, though the owner does not have to live at the property, the residential dwelling and JADU cannot be rented separately to different renters). The City’s ADU/JADU Ordinance is more permissive than State law, which, again, requires owner-occupancy for properties with an existing JADU. The City’s position has been that a more permissive standard is allowed under State law. However, the plain language of Section 66333(b) requires owner-occupancy of properties with a 270 of 292
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JADU, and thus, staff recommends that Council direct staff to amend the ADU/JADU Ordinance to make this change to be consistent with State law, requiring an owner of a property with a JADU to live at the property.

STAKEHOLDERS/OUTREACH
Stakeholder and public outreach may be conducted during policy studies. Council may provide any additional direction regarding outreach methods; however, Council should note that the City has committed to HCD that it will follow a timeline that ensures adoption of amendments by early November.

FISCAL IMPACT
There is no fiscal impact associated with this report.

ENVIRONMENTAL REVIEW (CEQA)
No environmental review is required for City Council to initiate code changes, as it can be seen with certainty that there is no possibility that this activity will have a significant effect on the environment, but such review will be conducted prior to Code adoption. The amendments will likely be exempt from further environmental review, as they will concern former Government Code Sections 65852.2 and 65852.22, second units in a single-family or multifamily residential zone, which are exempt from further review per the California Environmental Quality Act (“CEQA”) pursuant to Public Resources Code Section 21080.17 and California Code of Regulations, Title 14, Chapter 3, Section 15282(h).

CAMPAIGN DISCLOSURE
This item is exempt from campaign disclosure requirements.

ALTERNATIVES TO STAFF RECOMMENDATION

1. Decline to direct staff to begin the process of modifying the Zoning Code for ADU/JADU development standards.

2. Choose any other alternative not proposed by staff.

ADMINISTRATIVE ACTION
Submitted by:

Bradley Calvert, Director of Community Development
Prepared by:

Vista Ezzati, Principal Planner
Approved by:

Roubik R. Golanian, P.E., City Manager

EXHIBITS/ATTACHMENTS
Exhibit 1: ADU/JADU Matrix Regarding HCD Claims and City Responses 271 of 292
MOTION
Moved by Council Member ____________________________, seconded by Council Member ____________________________, that the Council hereby initiates preparation of amendments to Title 30 of the Glendale Municipal Code related to development standards for accessory dwelling units and junior accessory dwelling units, as set forth in the July 30, 2024 staff report from the Director of Community Development, and per additional or further direction provided by Council at the meeting of the same date. Staff is further directed to submit the Ordinance to the Planning Commission for review and recommendation and then to the Council for its consideration. Council direction for the preparation of said code amendment is as follows:
______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ _______.

Vote as Follows:

Ayes:

Noes:

Absent:

Abstain:
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No. Topic Zoning Code
Section
Gov't Code Section
Cited
New Section
HCD Claim City Response Proposed/Suggested Amendments
1 Dwelling Unit
Size 30.11.050 65852.2 (j)(1)66313 (a) and (d)
GMC standard for dwelling unit size
minimums are more restrictive than State's
ADU regulations and definition.

Those standards are for standard dwelling units in a multi-family zone and does not apply to an ADU, which has a separate definition and standards.

City is not violating State law but clarifying language proposed.

GMC Section 30.11.050, Sub-Section A
Development Standards for Dwelling Unit Size in Multi-Family Zones Amend language to clarify that the dwelling unit sizes in this section do not include Accessory Dwelling Units or Junior Accessory Dwelling Units, which are defined and governed separately in GMC Section 30.34.080.

No
option
2 Where
JADUs are
Permitted
Table 30.11-A

30.11.020
The State only
identifies this
section, however,
the change would
impact many code
sections .
65852.22 (a)
66333
Under State law JADUs can only be created
in single-family zones, where the GMC also
allows them in multi-family zones.

The definition of a JADU as well as the standards specified in GMC Section

30.34.080 are clear that they are only allowed on single-family properties, meaning there is only 1 dwelling unit existing on-site. The GMC allows JADUs on properties with a single-family use, regardless of zone and this was done intentionally in order to be fair and equitable as there are many single-family use properties located in multi-family and non-residential zones. While the City acknowledges that State Law specifies single-family residential zones, the City does not interpret this section as a prohibition on the allowance of JADU construction in multi-family zones that contain a single-family residence. Nevertheless, the City will bring an amendment forward for Council consideration.

GMC: Table 30.11-A, Section 30.11.020 (Residential Districts) Table 30.12-A, Section 30.12.020 (Commercial Districts) Table 30.14-A, Section 30.14.020 (Mixed Use Districts)
Table 30.15-A, Section 30.15.020 (Special Purpose Districts) Table 30.16.020-A, Section 30.16.020 (TOD Districts)
Table 3-A-I, Section 3.3 of the DSP
Omit references to JADUs in the various land use charts so that they are only permitted in singlefamily zones.

No
option
3 ADUs in
proposed
multi-family
development

30.34.080 (D) (1) 65852.2 (a)(1)(D)(ii)
66314 (d)(2) and (3)
GMC prohibits ADUs within proposed multifamily developments.

The intent of this section is not to limit ADUs with proposed dwelling units in singlefamily zones. The City has always and will continue to allow a proposed multifamily development to construct one or more ADUs in conformance with the multifamily ADU standards. Nevertheless, the City will bring an amendment to clarify this fact.

Amend Referenced Section -
Accessory dwelling units shall be permitted in any zone that allows residential uses and is developed with residential uses or, in the case of single-family zones only, is proposed to be developed with a residential use. a residential dwelling unit.

Also Amend GMC Section 30.34.080.F
Additional Standards Specific Only to Accessory Dwelling Units on Lots Developed with Existing Multiple Residential Dwelling Units. The following standards and criteria apply to accessory dwelling units on lots developed with existing or proposed multiple residential dwelling units.

No
option
4 Size Limits
on Attached
ADUs

30.34.080 (D)
(3), (D)(7), (E)(1) 65852.2 (c)(2)(C)
66321(b)(3)
GMC restricts new construction ADUs
attached to the primary residence to 50% of
the existing house SF, but the City has to
allow ADUs up to 800 SF even if it exceeds
50% of the existing house SF.

The City currently abides by the requirement in State law to allow an exception to any development standard when those would preclude the construction of at least an 800 square foot ADU with 4-foot side and rear yard setbacks to be constructed in compliance with all other local development standards.

Amend GMC Section 30.34.080 (D)(7)
All new construction accessory dwelling units attached to the existing primary dwelling shall not exceed 50% of the existing floor area of the primary dwelling, but in no event shall an accessory dwelling unit exceed the maximum square feet stated in subsection (D)(6) above. This prohibition does not apply when compliance with this section precludes development of an accessory dwelling unit that qualifies under (E)(4) below.

Note: HCD's letter also cites GMC Section 30.34.080(F)(1) with this claim, but that section refers to multi-family properties and based on State law new construction ADUs are not allowed to be attached to primary dwellings
No
option
5 JADUs and
Development
Standards

30.34.080 (D)(3)
65852.2(e)
66323(a)(1)(A) ??
The proper exception for JADUs is not in the
City's Ordinance as it relates to the
underlying zoning development standards.

Code is in compliance with State Law. GMC states that ADUs and JADUs are subject to the underlying zoning development standards (setback, floor area, height, parking, etc.) that are applicable to the primary residential dwelling, except as otherwise set forth in this section. The exception in the section are the mandatory ADUs and JADUs allowed in GMC 30.34.080(E)(4)(a). Nevertheless, the City will bring an amendment to clarify this fact.

Amend Referenced Section -
Accessory dwelling units and junior accessory dwelling units are subject to the underlying zoning development standards for setback, floor area ratio, lot coverage, height, parking, open space and landscaping that are applicable to the primary residential dwelling, or dwellings, except as otherwise set forth in this section, including subsection (E)(4) below.

No
option
6 Accessory
Living
Quarters

30.34.080(D)(9) 65852.2(a)(1)
66314(d)(3)
GMC prohibits accessory living quarters and
ADUs on a site which is more stringent than
State law which provides a choice of the type
of ADU created and does not require an
existing area such as an accessory living
quarters to be converted to an ADU.

Code is in compliance with State law because it does not prohibit a City from requiring that a property with an existing guest house either convert their guest house into a detached ADU or demolish it it to build an ADU. Applicants are not forced - they make a choice to convert their guest house into an ADU.

The purpose is to minimize a proliferation of detached accessory buildings on lots which reduce landscaping and open space, and contribute to additional lot coverage and FAR and to encourage applicants to convert guest houses to ADUs which contributes to independent living facilities that can support renters.

Staff Recommendation
No amendments required, but findings must be drafted and adopted in a resolution that "explain the reasons the local agency believes that the ordinance complies with [State Law] despite [HCD's findings]." Gov't Code §66326
State law allows conversions to add no more than 150 SF to accommodate ingress and egress only. Consider allowing an owner to expand more than that to build up to a 1000 SF ADU.

Option:

Amend the ADU ordinance to allow owners to maintain their accessory living quarters and build an ADU.

Option
273 of 292
No. Topic Zoning Code
Section
Gov't Code Section
Cited
New Section
HCD Claim City Response Proposed/Suggested Amendments
7 Street-Front
and StreetSide Setback

30.34.080
(D)(10)
65852.2 (c)(2)(C)
66321(b)(3)
Regardless of a local agency's street front
and street side setback requirements, the city
must allow for an 800 SF attached or
detached ADU in the street front and street
side setback areas so long as a 4-0" side
and rear yard setbacks is provided.

Current language allows this for single-family properties. Staff oversight in drafting the ordinance originally excluded the multi-family ADUs, but that is how it is practiced. Language proposed to be amended to clarify/add a reference to multifamily ADUs.

In no case shall new construction of an accessory dwelling unit be located between the primary residential dwelling(s) and the street front and street side setback. Notwithstanding such prohibition, in cases where a lot has more than one street front (through lot), a new construction attached or detached accessory dwelling unit may be located between the street front setback and the side or rear façade of the primary residential dwelling(s). Further, no additional driveway shall be allowed from any street frontage. These prohibitions do not apply when compliance with this section precludes development of an accessory dwelling unit or junior accessory dwelling unit that qualifies under subsection (E)(4) and (F)(2)(b) below.

Advisory note: There is no street-front or street-side setback requirement established in the state law - they only identify side and rear.

No
option
8 JADUs and
Short Term
Rentals

30.34.080
(D)(11) and
(H)(1)(d)
65852.2 (e)(5)
66323(d)
State law does not establish a minimum
rental term for JADUs, where the City
esablishes a term for 30 days or more. Only
ADUs are required to have a rental term of at
least 30 days.

Just because the State law does not have a provision for short-term rentals of JADUs does not mean that the City cannot impose one. Nevertheless, the City will request that Council consider removing this restriction on JADU rentals.

Amend the referenced code sections to omit JADUs No
option
9 JADUs and
separate
sales

30.34.080
(D)(12) and
(H)(1)(a)
65852.22(a)(3)(A)
65852.26
66333(c)(1)
Starting January 1, 2024, cities have the
option to allow the separate sale of ADUs
from the primary dwelling. The separate sale
of JADUs is prohibited. The City's ordinance
should clarify that prohibition for JADUs.

City's Code is in compliance with State law. Clarification in the City's Code is not required, as it refernces the Government Code sections. Nevertheless, if HCD believes an amendment to clairfy that JADUs cannot be sold separately is needed, the City will present this to the Council.

Amendthe referenced sections to clarify that the separate sale of JADUs is prohibited.

GMC Section 30.34.080(D)(12)
Except as provided in Government Code Section 65852.26, the accessory dwelling unit and/or the junior accessory dwelling unit cannot be sold separately from the residential dwelling(s). In no event may a junior accessory dwelling unit be sold separately.

GMC 30.34.080 (H)(1)(a)

1. A covenant and agreement shall be executed by the property owner and recorded for an accessory dwelling unit and/or junior accessory dwelling unit prior to final approval of the building permit. The covenant and agreement shall include the following:
a. The accessory dwelling unit and junior accessory dwelling unit shall not be sold separately from the primary residential dwelling, except as provided in Government Code Section 65852.26 .In no event may a junior accessory dwelling unit be sold separately.

No
option
10 Unit Mix -
Number of
ADUs
allowed

30.34.080
(E)(4)(b) and
(F)(2)
65852.2 (e)(1)(C)
and (e)(1)(D)
66323(a)(1) thru (4)
On single-family properties, up to three
ADUs/JADUs (2 ADUs and 1 JADU) are
permitted under State law - one converted
ADU, one detached new construction ADU,
and one JADU.

On multi-family properties, State law allows
owners to combine the right to build two
detached ADUs and multiple ADUs by
converting existing non-livable space.

The City does not agree that the intent of State law is to allow single-family developments to construct up to three types of ADUs/JADUs on a lot, nor to allow mult-family developments to construct multiple ADUs by combining construction of two new ADUs and conversion of existing nonlivable space. This is based on legislative history - AB68 and AB881 that amended the ADU law in 2019 have reports that the legislatures intents is to allow a maximum of one ADU and one JADU in single-family developments. HCD argues that the word "any" in the State law means a property owner could construct "any and all" types of ADUs, but this specific phrase is missing from State law and goes against the intent of the legistlature when these rules were adopted. The same applies for multi-family properties, where an applicant must choose either two detached ADUs or conversion of non-livable existing spaces up to 25% of the existing units.

Staff Recommendation:

No amendments are required, but findings must be drafted and adopted in a resolution that "explain the reasons the local agency believes that the ordinance complies with [State Law] despite [HCD's findings]." Gov't Code §66326
Option:

At CC direction staff can alternatievely draft amendment to the ADU ordinance to conform with HCD's interpretation of this section
Option
11 Architectural
Compatibility

30.34.080(E)(6)
and (F)(5)
65852.2(a)(1)(B)(i)
and (a)(7)
66314(b)(1) and
66313(h)
The City's ADU ordinance has subjective
standards because it states that the
ADU/JADU shall be architecturally
compatible with the primary dwelling which is
in conflict with State law which requires
objective design standards to be
implemented.

Current language in the GMC requires that the ADU/JADU be architecturally compatible with the existing primary residence and must use matching or complementary building materials unless compliance with this section precludes development of a mandatory ADU. While the City denies that this provision violates State law, the City acknowledges the language of the State Law requiring objective standards during architectural review and believes it prudent to consider amending the Code.

Staff Recommendation:

Omit references in Code to the subjective requirement of "architectural compatibility".

Amend ADU ordinance to implement objective standards similar to what was created for SB9 units, with a focus on the facades directly facing the street.

Option:

At Council direction staff can alternatively draft an amendment to the ADU ordinance to have no requirement for architectural compatibility or objective standards for ADUs. The only exception is related to historic properties where staff proposes keeping existing language prohibiting changes visible from the public realm.

Option
12 ADUs above
a detached
garage

30.34.080 (E)(7)
and (F)(6)
65852.2(a)(1)(D)(iii)
66314(d)(3)
ADUs above a garage cannot be prohibited
because State law allows them to be
attached to detached garages.

HCD is suggesting that the term "attached" includes an ADU built on top of an existing detached garage. The City maintains that neither the language nor intent of State Law supports this claim. The language mandates that the City allow an ADU to be attached to or located within the space of the primary dwelling (including attached garages and other areas that are attached), or mandates that the City allow an ADU to be converted from an accessory structure, or that the ADU be detached from the primary dwelling, including detached garages. The City allows these scenarios and is therefore in compliance.

Staff Recommendation:

No amendment required, but findings must be drafted and adopted in a resolution that "explain the reasons the local agency believes that the ordinance complies with [State Law] despite [HCD's findings]." Gov't Code §66326
Option:

At Council direction staff can amend the ADU requirements to allow an ADU above a detached garage or carport.

Advisory Note: In 2020 the council amended the ADU ordinance to prohibit ADUs above detached garages and carports. This change was in response to an increase in the number of complaints from residents.

Option
274 of 292
No. Topic Zoning Code
Section
Gov't Code Section
Cited
New Section
HCD Claim City Response Proposed/Suggested Amendments
13 ADUs in
proposed
multi-family
development

30.34.080(F)(4)
65852.2(a)(1)(D)(ii)
and (e)(1)(D)
66314(d)(2) and
66323(4)
GMC prohibts ADUs in proposed multi-family
developments See No. 3 above for response. See No. 3 above for response. No option
14 Parking 30.34.080(G) 65852.2(d)(1)(F)
66322(a)(6)
GMC does not include one of the required
parking exceptions specified in State law for
ADUs in conjunction with proposed/new
residential development.

The City will bring forward an amendment to the Council to add this parking exception.

Amend section referenced to include:
g. When a permit application for an accessory dwelling unit is submitted with a permit application to create a new single-family dwelling or a new multi-family dwelling on the same lot, provided that the acessory dwelling unit or the parcel satisfies any other criteria listed in this subdivision.

No
option
15 Covenant
and
Agreement

30.34.080(H) 65852.22(a)(3)
66333(c)
State law does not require deed restrictions
for ADUs and it is only required for JADUs
and is limited to prohibit separate sale and
regulate the size and attributes as required
by law. The City does not have the authority
to require deed restrictions for ADUs.

The City disagrees that simply because State ADU law does not require a deed restriction for ADUs, that it prohibits the City from requiring one. Nevertheless, the City will bring an amendment forward for Council consideration.

Amend the referenced code section to omit language related to ADUs. Revise JADU references to reflect the limitations specified in State law.

No
option
16 JADUs and
Owner
Occupancy

30.34.080(H)(1)(
c)
65852.22(a)(2)
66333(b)
The GMC doesn't require owner-occupancy
for JADUs because it says if it is not owneroccupied, the entire property can only be rented as a single rental property. This
conflicts with State law which mandates
owner-occupancy when a JADU is permitted -
the owner must live in either the JADU or the
remaining portion of the residence.

The City was attempting to be more premissive by allowing a JADU owner to rent the property as a whole if not owner-occupied, but will bring amendment for Council consideration.

For properties with junior accessory dwelling units, at all times, the property owner shall comply with one of the following requirements: (i) the property owner must be an owner-occupant and reside in either the residential dwelling or in the junior accessory dwelling unit; or (ii) if the property owner does not reside in either the residential dwelling or the junior accessory dwelling unit, then the property owner shall only rent or lease the property as a single rental property and shall not rent or lease the residential dwelling and junior accessory dwelling unit separately from each other.

No
option.
275 of 292
8c

CITY OF GLENDALE, CALIFORNIA

REPORT TO THE CITY COUNCIL

AGENDA ITEM
Report: Award Professional Services Agreement (PSA) for Glendale Beeline Comprehensive Operational Analysis and Integration Study 1) Motion authorizing the City Manager, or his designee, to execute a PSA with Dan Boyle & Associates LLC for a Beeline comprehensive operational analysis and integration study in an amount not to exceed $392,139.
2) Resolution of appropriation of $150,000 in State Grant and Measure M Local Return funds for the integration study.

COUNCIL ACTION
Item Type: Action Item
Approved for July 30, 2024 calendar

EXECUTIVE SUMMARY
The City of Glendale last conducted a Beeline transit route analysis in 2018-2019. Its recommendations were implemented in November 2020. Since then, the City has gone through a pandemic that has affected transit systems worldwide, including the Beeline.

The Comprehensive Operational Analysis and Integration Study (COA) project will help provide a complete vision of how Beeline can adapt to the changes and reorient service to better meet the travel needs of residents and visitors. This analysis is focusing on Beeline service and how Beeline can best work with other transit systems such as Metro, Metrolink, and BurbankBus as a mobility network in Glendale. The analysis will take into consideration future conditions including the Metro Bus Rapid Transit (BRT) service, and the Glendale community plans.

The results of this year-long project are expected to allow staff to implement a framework for effective Beeline service deployment within available financial and capital resources. The proposed PSA with Dan Boyle & Associates LLC will cost $392,139, and a resolution of appropriation totaling $150,000 is proposed to cover a portion of these costs.
276 of 292
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RECOMMENDATION
Approve the motion authorizing the City Manager to execute a PSA with Dan Boyle & Associates LLC for the COA project in an amount not to exceed $392,139; and adopt a resolution of appropriation for $150,000 for the integration study.

ANALYSIS
The COA will develop and update transit delivery strategies to address existing and future conditions. The pandemic, new technologies, changing demographics, and evolving travel preferences continue to disrupt how people get around. The COA is intended to capture an abundance of precise data and analyze the existing network of all fixed route transit services (regardless of provider) in the Glendale Beeline service area and ensure service integration amongst the transit operators and services.

The COA goals and objectives are:
• Understand the state of transit post-pandemic at the local, regional, and national levels.
• Improve multimodal transportation connection between activity nodes for residents, commuters, and visitors amongst the cities. Ensure the transit system supports the area’s future growth and land use changes. • Integrate Beeline, BurbankBus, La Canada Flintridge (LCF) Shuttle, Metro bus (including North Hollywood to Pasadena BRT), Metrolink and Amtrak transit services.
• Ensure equitable access to transit.
• Increase ridership and transit usage.
• Support a resilient, net-zero community, anchored by long-term public transportation investments that reduce greenhouse gas emissions, and decrease single-occupancy vehicle trips.
• Prioritize a community-focused, multimodal transportation network that is easy to use, efficient, convenient, safe.

COA Key Activities
The analysis requires the selected firm to perform the following key activities:

1. Create and implement an in-depth public outreach program to engage riders and non-riders to inform the study’s fact-finding and service recommendations.

2. Create an existing conditions report that produces an understanding of existing fixed route usage on Beeline, Metro, and LCF shuttle in Beeline service area.

3. Develop a plan that reimagines transit service deployment in the Beeline service area and develops recommendations for coordinated routes among Beeline, Metro and other transit service providers.

Request for Proposals (RFP) Process
The RFP was issued on April 25, 2024. It was posted on the City’s webpage and circulated among approximately 20 consulting firms. On June 12, 2024, the City received two proposals from Dan Boyle & Associates LLC (DBA) and Transportation Management & Design, Inc. (TMD). The proposals were reviewed, and proposer interviews were held on June 26, 2024. Glendale’s Transit Manager and two other 277 of 292
3 c 8
transit professionals from LA Metro and the City of Torrance (Torrance Transit) evaluated the proposals based on the RFP evaluation criteria. The individual scores were averaged to provide the final ranking. DBA scored the highest with 96 points and had the lowest cost proposal at $324,841 to TMD’s $409,745.

Evaluation Scoring Summary
Evaluation Criteria Possible
Points DBA TMD
Responsiveness - Understanding of Project Requirements 30 28 28 Qualifications of the Firm and Key Personnel 20 19 19
Work Plan and Technical Approach 30 29 27
References 10 10 10
Cost 10 10 6
Total 100 96 90
The DBA proposal was well-tailored to Glendale’s RFP scope of work. DBA bought a fresher perspective by teaming with another transit consulting firm, Jarrett Walker + Associates. The DBA-assembled team has an outstanding understanding of the Glendale service area, demonstrated subject matter expertise, and demonstrated commitment to Beeline’s continued success.

Additional Requested Services
During negotiations, staff requested additional services from DBA to enhance the study.

Some requested items are additions, while others may be optional depending on various outcomes. The added items include more outreach efforts for data gathering, a fare study, revision of the City’s most recent civil rights Title VI report, the development of collateral materials, and a post-implementation evaluation. These added services increased the total cost to $392,139, which is about $67,000 more than DBA’s initial proposal but still lower than TMD’s proposal.

Anticipated Project Schedule
The COA is anticipated to begin in September 2024 and conclude in about a year.

Grant Funding for COA
Public Works staff successfully secured $100,000 for the COA from the Transit and Intercity Rail Capital Program (TIRCP) managed by the California Transportation Commission. This grant requires a $50,000 local match which staff proposes to cover with Measure M Local Return funds.

STAKEHOLDERS/OUTREACH
Glendale’s Beeline transit service provides residents and visitors with mobility. The COA has a robust public outreach component, which seeks to both understand the community’s travel needs and preferences as well as inform them about the eventual recommendations for changes to transit service in Glendale. 278 of 292
4 c 8

FISCAL IMPACT
The COA has a not-to-exceed amount of $392,139, a portion of which was approved as part of the FY 2024-25 budget. Therefore, staff is requesting an appropriation of $150,000 from a TIRCP Grant and Measure M Local Return. The appropriation request is outlined below:

Existing Appropriation
Amount Account String Funding Source
$242,139 GL: 43110-2220-PWD-0020-P0000
PL: PWD01188AN
Measure M Local Return
Fund
Requesting Appropriation
Amount From (Account
String)
To (Account String) Funding Source
$100,000 GL: 32610-2160-
PWD-0020-P0000
PL: PWD01188BG
GL: 43110-2160-
PWD-0020-P0000
PL: PWD01188BG
State Grant -
TIRCP
$50,000 GL: 24212-2220-
PWD-0000-P0000
GL: 43110-2220-
PWD-0020-P0000
PL: PWD01188AN
Measure M Local
Return Fund
Balance

ENVIRONMENTAL REVIEW (CEQA/NEPA)
The action being considered does not constitute a “project” within the meaning of CEQA pursuant to 14 C.C.R. § 15378(a). Even if it is a project, it is exempt pursuant to 14 C.C.R. § 15061(b)(3), and categorically exempt pursuant to 14 C.C.R. § 15306 as basic data collection, research, experimental management, and resource evaluation activities which do not result in a serious or major disturbance to an environmental resource.

CAMPAIGN DISCLOSURE
The names and business addresses of the members of the board of directors, the chairperson, CEO, COO, CFO, subcontractors and any person or entity with more than 10% interest in the company are attached in Exhibit 1, in accordance with the City Campaign Finance Ordinance No. 5744.

ALTERNATIVES TO STAFF RECOMMENDATION
Alternative 1: The City Council may consider any other alternative not proposed by staff.

ADMINISTRATIVE ACTION
Submitted by:

Daniel Hernandez, Interim Director of Public Works
Prepared by:

Martha D’Andrea, Transit Manager
279 of 292
5 c 8
Approved by:

Roubik R. Golanian, P.E., City Manager

EXHIBITS/ATTACHMENTS
Exhibit 1 – Campaign Disclosure Forms
280 of 292
MOTION
Moved by Council Member _____________________________________, seconded by Council Member ______________________________________, that the Council of the City of Glendale hereby authorizes the City Manager, or his designee, to execute a professional services agreement—subject to approval as to form by the City Attorney—with Dan Boyle & Associates LLC to prepare the Glendale Beeline Comprehensive Operational Analysis and Integration Study, as described in the report to the Glendale City Council dated July 30, 2024, in an amount not to exceed $392,139.

Votes as follows:

Ayes:

Noes:

Absent:

Abstain:
________________________
City Clerk
281 of 292
282 of 292
283 of 292
65 PF: 4- DISCLOSURE - CAMPAIGN FINANCE ORDINANCE – CONTRACTORS AND SUBCONTRACTORS The City Council adopted Ordinance No. 5744, “Campaign Finance Ordinance,” which became effective on September 9, 2011, and amended it with Ordinance No. 5768, which became effective on March 15, 2012 (“the Ordinance”). The Ordinance prohibits: (1) A contractor* (including a subcontractor**)― who has a contract with the City of Glendale (“City”), Glendale Successor Agency or Glendale Redevelopment Agency (“GSA”), or the Housing Authority of the City of Glendale (“HA”) and that contract is subject to approval by the City Council, GSA, or HA― from making a contribution to a City Council member, GSA member, HA member, City Clerk, or City Treasurer; and (2) Council members, GSA members, and HA members from voting on matters concerning a contract affecting a contractor or subcontractor who has provided a campaign contribution.

The provisions of the Ordinance restricting Council members from voting on matters affecting campaign contributors applies to a contractor whose contract requires the City Council’s, GSA’s, or HA’s approval, and specified subcontractors. A contract with the City, GSA, or HA is known as a “City Contract.” The Ordinance excludes a competitively bid contract awarded to the lowest responsible bidder.

To assist members of the City Council, GSA, and HA before they vote on a matter regarding a City Contract, the Ordinance requires City staff to prepare this report which discloses certain information about: the contractor receiving the City Contract, and specified subcontractor(s) working under the City Contract.

Information that must be disclosed: ● Name of the person, entity, or organization (i.e., the Contractor or Subcontractor) ● Name of the Chief Executive Officer/President
● Chief Operating Officer
● Chief Financial Officer
● Chairperson
● All members of the Board of Directors
● All persons who own more than 10% of the person, entity, or organization ● Name of any campaign committee owned or controlled by the person, entity, or organization Please complete the following disclosure form:

Contractor(s)*:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
* “Contractor” is the person, entity, or organization that is the party, or prospective party, to the contract with the City, GSA, or HA. In addition to the name of the person, or entity, the Contractor must also disclose the name(s) of that person’s, entity’s, or organization’s Board of Directors, its Chairperson, Chief Executive Officer,Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Please disclose these persons’ name and business address.

Daniel Boyle 1111 Oronoco Street Unit 124 Alexandria, VA 22314 Dan Boyle & Associates LLC 1111 Oronoco Street Unit 124, Alexandria, VA 22314

NO EXCEPTION
284 of 292
66 Subcontractor(s)**:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. You must also disclose the names of the Subcontractor’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
 I have identified all persons for which the Ordinance requires disclosure;  The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and  I have been legally authorized to submit this disclosure form.

In total, this disclosure form (including attachments) is pages.

Executed on: , 20 , at: , California.

Signature: Print Full Name:

Address:

Phone Number: E-mail Address:
5 June 3 24 Alexandria, VA
Daniel Boyle
1111 Oronoco Street Unit 124, Alexandria, VA 22314
619-884-3180 [email protected]
NONE
285 of 292
66 Subcontractor(s)**:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. You must also disclose the names of the Subcontractor’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
 I have identified all persons for which the Ordinance requires disclosure;  The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and  I have been legally authorized to submit this disclosure form.

In total, this disclosure form (including attachments) is pages.

Executed on: , 20 , at: , California.

Signature: Print Full Name:

Address:

Phone Number: E-mail Address:

Arellano Associates 5851 Pine Ave., Suite A. Chino Hills, CA 91709 Not Applicable
Not Applicable
June 5 24 Chino Hills
Genoveva L. Arellano
5851 Pine Ave., Suite A. Chino Hill, CA 91709
(909) 627-2974 [email protected]
0 x
286 of 292
66 Subcontractor(s)**:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. You must also disclose the names of the Subcontractor’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
 I have identified all persons for which the Ordinance requires disclosure;  The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and  I have been legally authorized to submit this disclosure form.

In total, this disclosure form (including attachments) is pages.

Executed on: , 20 , at: , California.

Signature: Print Full Name:

Address:

Phone Number: E-mail Address:

Jarrett Walker & Associates, LLC 1021 SE Caruthers Street, Portland, Oregon, 97214 Jarrett Walker as above
Jarrett Walker as above
N/A
N/A
Michelle Poyourow, Scudder Wagg,... ...Daniel Costantino, Evan Landman, Gavin Pritchard, Alvaro Caviedes, Ricky Angueira addresses as above
none
2 May 23 24 Portland, Oregon
Daniel Costantino
1021 SE Caruthers St, Portland, OR, 97214
971-277-3629 [email protected]
Same persons as Board + Chairperson
287 of 292
66 Subcontractor(s)**:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. You must also disclose the names of the Subcontractor’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
 I have identified all persons for which the Ordinance requires disclosure;  The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and  I have been legally authorized to submit this disclosure form.

In total, this disclosure form (including attachments) is pages.

Executed on: , 20 , at: , California.

Signature: Print Full Name:

Address:

Phone Number: E-mail Address:
x
0 May 22 24 Cerritos
Janine A. Brown
11825 Del Amo Blvd. Cerritos, California 90703
562.809.7785 [email protected]
Janine A. Brown 11825 Del Amo Blvd. Cerritos CA 90703
Brenda Sanchez Johnson 11825 Del Amo Blvd. Cerritos CA 90703 TEMPS, Inc. 11825 Del Amo Blvd. Cerritos, CA 90703
288 of 292
65 PF: 4- DISCLOSURE - CAMPAIGN FINANCE ORDINANCE – CONTRACTORS AND SUBCONTRACTORS The City Council adopted Ordinance No. 5744, “Campaign Finance Ordinance,” which became effective on September 9, 2011, and amended it with Ordinance No. 5768, which became effective on March 15, 2012 (“the Ordinance”). The Ordinance prohibits: (1) A contractor* (including a subcontractor**)― who has a contract with the City of Glendale (“City”), Glendale Successor Agency or Glendale Redevelopment Agency (“GSA”), or the Housing Authority of the City of Glendale (“HA”) and that contract is subject to approval by the City Council, GSA, or HA― from making a contribution to a City Council member, GSA member, HA member, City Clerk, or City Treasurer; and (2) Council members, GSA members, and HA members from voting on matters concerning a contract affecting a contractor or subcontractor who has provided a campaign contribution.

The provisions of the Ordinance restricting Council members from voting on matters affecting campaign contributors applies to a contractor whose contract requires the City Council’s, GSA’s, or HA’s approval, and specified subcontractors. A contract with the City, GSA, or HA is known as a “City Contract.” The Ordinance excludes a competitively bid contract awarded to the lowest responsible bidder.

To assist members of the City Council, GSA, and HA before they vote on a matter regarding a City Contract, the Ordinance requires City staff to prepare this report which discloses certain information about: the contractor receiving the City Contract, and specified subcontractor(s) working under the City Contract.

Information that must be disclosed: ● Name of the person, entity, or organization (i.e., the Contractor or Subcontractor) ● Name of the Chief Executive Officer/President
● Chief Operating Officer
● Chief Financial Officer
● Chairperson
● All members of the Board of Directors
● All persons who own more than 10% of the person, entity, or organization ● Name of any campaign committee owned or controlled by the person, entity, or organization Please complete the following disclosure form:

Contractor(s)*:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
* “Contractor” is the person, entity, or organization that is the party, or prospective party, to the contract with the City, GSA, or HA. In addition to the name of the person, or entity, the Contractor must also disclose the name(s) of that person’s, entity’s, or organization’s Board of Directors, its Chairperson, Chief Executive Officer,Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Please disclose these persons’ name and business address.

Transportation Management & Design, Inc. 2701 Loker Ave W. Suite 110, Carlsbad, CA 92010 2701 Loker Ave W. Suite 110 Carlsbad CA 92010
Carlsbad CA 92010
Carlsbad CA 92010
Melissa Sather
2701 Loker Ave W. Suite 110
2701 Loker Ave W. Suite 110
2701 Loker Ave W. Suite 110
N/A
Melody Kitchens
China Langer 2701 Loker Ave W. Suite 110 Carlsbad CA 92010 China Langer

N/A N/A N/A N/A
Russell Chisholm, China Langer, Melissa Sather,
Melody Kitchens
Carlsbad CA 92010
289 of 292
66 Subcontractor(s)**:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. You must also disclose the names of the Subcontractor’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
 I have identified all persons for which the Ordinance requires disclosure;  The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and  I have been legally authorized to submit this disclosure form.

In total, this disclosure form (including attachments) is pages.

Executed on: , 20 , at: , California.

Signature: Print Full Name:

Address:

Phone Number: E-mail Address:

See Attached Campaign Finance Subcontractors Certification for both Arellano Associates and NDS's Board Information 4 Not Applicable -
TMD does not have a Campaign Committee
2701 Loker Ave W. Suite 110 Carlsbad CA 92010
Please see attached for each subcontractor's information See attached See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
See attached
June 12 24 Carlsbad
Melissa Sather
2701 Loker Ave W. Suite 110, Carlsbad, CA 92010
(760) 476-9600 Ext. 127 [email protected]
290 of 292
66 Subcontractor(s)**:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. You must also disclose the names of the Subcontractor’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
 I have identified all persons for which the Ordinance requires disclosure;  The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and  I have been legally authorized to submit this disclosure form.

In total, this disclosure form (including attachments) is pages.

Executed on: , 20 , at: , California.

Signature: Print Full Name:

Address:

Phone Number: E-mail Address:

Arellano Associates 5851 Pine Ave., Suite A. Chino Hills, CA 91709 Not Applicable
Not Applicable
June 5 24 Chino Hills
Genoveva L. Arellano
5851 Pine Ave., Suite A. Chino Hill, CA 91709
(909) 627-2974 [email protected]
0 x
291 of 292
66 Subcontractor(s)**:

Name Address
Full Name Title Business Address City State Zip
Chairperson
Chief Executive Officer / Preside
Chief Operating Officer
Chief Financial Officer
Board of Directors
More than 10% interest owner
** “Subcontractor” is the person, entity, or organization that has entered into a contract for the performance of all or a portion of the work undertaken under an agreement with an architect, design professional, engineer, or general or prime contract, usually by a general or prime contractor. You must also disclose the names of the Subcontractor’s Board of Directors, its Chairperson, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, any person with an ownership interest of more than ten percent (10%) in that person, entity, or organization, and any campaign committee that is owned or controlled by that person, entity, or organization. Above please disclose these persons’ name and business address.

Campaign Committee owned or controlled by:

Title Business Address City State Zip

CERTIFICATION
On behalf of the above-named Contractor Subcontractor:
• I acknowledge that I have a continuing obligation to update this disclosure form if I substitute― or if I select additional― architects, design professionals, contractors, or subcontractors within ten (10) days of the selection or change; and • I hereby certify that:
 I have identified all persons for which the Ordinance requires disclosure;  The information in this disclosure form (and any attachment to this form) is true, accurate, correct, and complete; and  I have been legally authorized to submit this disclosure form.

In total, this disclosure form (including attachments) is pages.

Executed on: , 20 , at: , California.

Signature: Print Full Name:

Address:

Phone Number: E-mail Address:

National Data and Surveying Services, Inc. (NDS) 1535 S La Cienega Blvd. Los Angeles CA 90035 Abraham Tashman
Kevin Deal
Michael Blitz
Los Angeles
Charlotte NC 28270
1535 S La Cienega Blvd CA 90035
1811 Sardis Rd N, Ste 205
Los Angeles
N/A
2 5/20 24 Monterey Park
Lindsay Kottwitz, Client Manager
810 S Atlantic Blvd. Monterey Park, CA 91754
323-782-0090 [email protected]
292 of 292