THIS PROFESSIONAL SERVICES AGREEMENT (the "Agreement") is made at Orange, Califomia, on this day of 2025 (the "Effective Date") by and between the CITY OF ORANGE, a municipal corporation ("Ciry"). and CHATTEL, INC., a Califomia corporation ("Contractor"), who agree as follows:
l. Services. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to the reasonable satisfaction of City the services set forth in Exhibit "A," which is attached hereto and incorporated herein by reference. As a material inducement to City to enter into this Agreement, Contractor represents and warrants that it has thoroughly investigated and considered the scope of services and fully understands the difficulties and restrictions in performing the work. The services which are the subject of this Agreement are not in the usual course of City's business and City relies on Contractor's representation that it is independently engaged in the business of providing such services and is experienced in performing the work.
Contractor shall perform all services in a manner reasonably satisfactory to City and in a manner in conformance with the standards of quality normally observed by an entity providing such services to a municipal agency. All services provided shall conform to all federal, state and local laws, rules and regulations and to the best professional standards and practices. The terms and conditions set forth in this Agreement shall control over any terms and conditions in Exhibit "A" to the contrary.
Anna Pehoushek, Assistant Community Development Director ("City's Project Manager"), shall be the person to whom Contractor will report for the performance of serviccs hereunder. It is understood that Contractor's performance hereunder shall be under the supervision of City's Project Manager (or his/her designee), that Contractor shall coordinate its services hereunder with City's Project Manager to the extent required by City's Project Manager, and that all performances required hereunder by Contractor shall be performed to the satisfaction of City's Project Manager and the City Manager.
a. Contractor's total compensation for all services performed under this Agreement, shall not exceed SIXTY-SIX THOUSAND THREE HUNDRED SEVENTEEN DOLLARS and 00/100 ($66,317.00) without the prior written authorization of City. b. The above compensation shall include all costs, including, but not limited to, all clerical, administrative, overhead, insurance, reproduction, telephone, travel, auto rental, subsistence and all related expenses.
3. Payment
a. As scheduled services are completed, Contractor shall submit to City an invoice for the services completed, authorized expenses and authorized extra work actually performed or incurred.
PROFESSIONAL SERVICES AGREEMENT
JHistoric Preservation Ordinancel
2. Compensation and Fees.
b. All such invoices shall state the basis for the amount invoiced, including services completed, the number ofhours spent and any extra work performed. c, City will pay Contractor the amount invoiced within thirty (30) days after the approval of the invoice.
d. Payment shall constitute payment in full for all services, authorized costs and authorized extra work covered by that invoice.
4. Change Orders. No payment for extra services caused by a change in the scope or complexity of work, or for any other reason, shall be made unless and until such extra services and a price therefor have been previously authorized in writing and approved by City as an amendment to this Agreement. City's Project Manager is authorized to approve a reduction in the services to be performed and compensation therefor. All amendments shall set forth the changes of work, extension of time, and/or adjustment ofthe compensation to be paid by City to Contractor and shall be signed by the City's Project Manager, City Manager or City Council, as applicable.
6. Independent Contractor. At all tirnes during the term of this Agreement, Contractor shall be an independent contractor and not an employee of City. City shall have the right to control Contractor only insofar as the result of Contractor's services rendered pursuant to this Agreement. City shalt not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement. Contractor shall, at its sole cost and expense, fumish all facilities, materials and equipment which may be required for fumishing services pursuant to this Agreement. Contractor shall be solely responsible for, and shall indemnifu, defend and save City harmless from all matters relating to the payment of its subcontractors, agents and employees, including compliance with social security withholding and all other wages, salaries, benefits, taxes, exactions, and regulations ol any nature whatsoever.
Contractor acknowledges that it and any subcontractors, agents or employees employed by Contractor shall not, under any circumstances, be considered employees olCity, and that they shall not be entitled to any ofthe benefits or rights afforded employees of City, including, but not limited to, sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits, or health, lile, dental, long-term disability or workers' compensation insurance benefits.
7. Contractor Not Asent. Except as City may specily in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, to bind City to any obligation whatsoever.
8. Designated Persons. Only those qualilied persons authorized by City's Project Manager, or as designated in Exhibit "A," shall perform work provided for under this Agreement 2 5. Licenses. Contractor represents that it and any subcontractors it may engage, possess any and all licenses which are required under state or federal law to perform the work contemplated by this Agreement and that Contractor and its subcontractors shall maintain all appropriate licenses, including a City of Orange business license, at its cost, during the performance of this Agreement.
9. Assisnment or Subcontractins. No assignment or subcontracting by Contractor ofany part of this Agreement or of funds to be received under this Agreement shall be ofany force or effect unless the assignment has the prior written approval of City. City may terminate this Agreement rather than accept any proposed assignment or subcontracting. Such assignment or subcontracting may be approved by the City Manager or his/her designee.
10. Time of Completion. Except as otherwise specified in Exhibit "A," Contractor shall commence the work provided for in this Agreement within five (5) days of the Effective Date of this Agreement and diligently prosecute completion of the work or as otherwise agreed to by and between the representatives of the parties.
11. Time Is of the Essence. Time is ofthe essence in this Agreement. Contractor shall do all things necessary and incidental to the prosecution of Contractor's work.
12. Reserved.
13. Delavs and Extensions of Time. Contractor's sole remedy for delays outside its control, other than those delays caused by City, shall be an extension of time. No matter what the cause ofthe delay, Contractormust document any delay and request an extension oltime in wnting at the time of the delay to the satisfaction of City. Any extensions granted shall be limited to the length ofthe delay outside Contractor's control. IfContractor believes that delays caused by City will cause it to incur additional costs, it must specifi, in writing, why the delay has caused additional costs to be incured and the exact amount of such cost at the time the delay occurs. No additional costs can be paid that exceed the not to exceed amount stated in Section 2.a, above, absent a written amendment to this Agreement.
14. Products of Contractor. The documents, studies, evaluations, assessments, repofis, plans, citations, materials, manuals, technical data, logs, files, designs and other products produced or provided by Contractor for this Agreement shall become the property of City upon receipt. Contractor shall deliver all such products to City prior to payment lor same. City may use, reuse or otherwise utilize such products without restriction.
15. Equal Emplovment Opportunitl During the performance of this Agreement, Contractor agrees as follows:
a, Contractor shall not discriminate against any employee or applicant for employment because ofrace, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable 1aw. Contractor shall ensure that applicants are employed, and that employees are treated during employment, without regard to their race. color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law.
Such actions shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms ofcompensation and selection for training, including apprenticeship. Contractor agrees to post in It is understood by the parties that clerical and other nonprofessional work may be performed by persons other than those designated.
conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
b. Contractor shall, in all solicitations and advertisements for employees placed by, or on behalf of Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law. c. Contractor shall cause the foregoing paragraphs (a) and (b) to be inse(ed in all subcontracts for any work covered by this Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
16. Conflicts of Interest. Contractor agrees that it shall not make, participate in the making, or in any way attempt to use its position as a consultant to influence any decision of City in which Contractor knows or has reason to know that Contractor, its officers, partners, or employees have a financial interest as defined in Section 87103 ofthe Govemment Code. a. To the fullest extent permitted by [aw, Contractor agrees to indemnify, defend and hold City, its City Council and each member thereof, and the officers, officials, agents and employees of City (collectively the "Indemnitees") entirely harmless from all liability arising out of:
(1) Any and all claims under workers' compensation acts and other employee benefit acts with respect to Contractor's employees or Contractor's subcontractor's employees arising out of Contractor's work under this Agreement, including any and all claims under any law pertaining to Contractor or its employees' status as an independent conffactor and any and all claims under Labor Code section 1720 related to the payment ofprevailing wages for public works projects; and
(2) Any claim, loss, injury to or death ofpersons or damage to property caused by any act, neglect, default, or omission of Contractor, or person, firm or corporation employed by Contractor, either directly or by independent contract, including all damages due to Ioss or theft sustained by any person. firm or corporation including the Indemnitees, or any of them, arising out of, or in any way connected with the work or services which are the subject of this Agreement, including injury or damage either on or off City's property; but not for any loss. injury, death or damage caused by the active negligence or willful misconduct of City. Contractor, at its own expense, cost and risk, shall indemnify any and all claims, actions, suits or other proceedings that may be brought or instituted against the Indemnitees on any such claim or liability covered by this subparagraph, and shall pay or satisfy anyjudgment that may be rendered against the lndemnitees, or any of them, in any action, suit or other proceedings as a result of coverage under this subparagraph.
b. To the fullest extent permitted by law, and as limited by Califomia Civil Code 2782.8, Contractor agrees to indemnifu and hold lndemnitees harmless from all liability 1 l7 . Indemnitv.
arising out of any claim, Ioss, injury to or death of persons or damage to property to the extent caused by its negligent professional act or omission in the performance of professional services pursuant to this Agreement.
c. Except for the Indemnitees, the indemnifications provided in this Agreement shall not be construed to extend any third party indemnification rights ofany kind to any person or entity which is not a signatory to this Agreement. d. The indemnities set forth in this section shall survive any closing, rescission, or termination ofthis Agreement, and shall continue to be binding and in full force and effect in perpetuity with respect to Contractor and its successors.
18. lnsurance.
a. Contractor shall carry workers' compensation insurance as required by law for the protection of its employees during the progress ofthe work. Contractor understands that it is an independent contractor and not entitled to any workers' compensation benefits under any City program.
b. Contractor shall maintain during the tife of this Agreement the following minimum amount of comprehensive general liability insurance or commercial general liability insurance: the greater of (l) One Million Dollars ($1,000,000) per occurrence; or (2) all the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage and be written on an occurrence basis. c. Contractor shall maintain during the life of this Agreement, the following minimum amount of automotive liability insurance: the greater of (1) a combined single limit of One Million Dollars ($1,000,000); or (2) all the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage lor all owned, non-owned and hired vehicles and be written on an occurrence basis. d. Any insurance proceeds in excess ofor broader than the minimum required coverage and/or minimum required limits which are applicable to a given loss shall be available to City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of Contractor under this Agreement. e. Each policy of general liability and automotive liability shall provide that City, its officers, officials, agents, and employees are declared to be additional insureds under the terms of the policy, but only with respect to the work performed by Contractor under this Agreement. A policy endorsement to that effect shall be provided to City along with the certificate ofinsurance. ln lieu of an endorsement, Citywill accept a copy olthe policy(ies) which evidences that City is an additional insured as a contracting party. The minimum coverage required by Subsection l8.b and c, above, shall apply to City as an additional insured. Any umbrella liability insurance that is provided as part of the general or automobile liability minimums set forth herein shall be maintained for the duration ofthe Agreement.
5 f. Contractor shall maintain during the life ol this Agreement professional liability insurance covering errors and omissions arising out ofthe performance ofthis Agreement with a minimum limit of One Million Dollars ($1,000,000) per claim. Contractor agrees to keep such policy in force and effect for at least five (5) years from the date of completion of this Agreement.
g. The insurance policies maintained by Contractor shall be primary insurance and no insurance held or owned by City shall be called upon to cover any loss under the policy.
Contractor will determine its own needs in procurement ofinsurance to cover liabilities other than as stated above.
h. Before Contractor performs any work or prepares or delivers any materials, Contractor shall fumish certificates of insurance and endorsements, as required by City, evidencing the aforementioned minimum insurance coverages on forms acceptable to City, which shall provide that the insurance in force will not be canceled or allowed to lapse without at least ten ( l0) days' prior written notice to City.
i. Except for prolessional liability insurance coverage that may be required by this Agreernent, all insurance maintained by Contractor shall be issued by companies admitted to conduct the pefiinent line of insurance business in Califomia and having a rating of Grade A or better and Class VII or better by the latest edition ol Best Key Ratrng Guide. In the case of professional liability insurance coverage, such coverage shall be issued by companies either licensed or admitted to conduct business in Califomia so long as such insurer possesses the aforementioned Best rating.
j Contractor shall immediately notify City ifany required insurance lapses or is otherwise modified and cease performance of this Agreement unless otherwise directed by City.
In such a case, City may procure insurance or self-insure the risk and charge Contractor for such costs and any and all damages resulting therefrom, by way of set-off from any sums owed Contractor.
k. Contractor agrees that in the event of loss due to any ofthe perils for which it has agreed to provide insurance, Contractor shall look solely to its insurance for recovery.
Contractor hereby grants to City, on behalfofany insurer providing insurance to either Contractor or City with respect to the seryices ofContractor herein, a waiver ofany right to subrogation which any such insurer may acquire against City by virtue of the payment of any loss under such insurance.
l. Contractor shall include all subcontractors, if any, as insureds under ils policies or shall fumish separate certificates and endorsements for each subcontractor to City for review and approval. All coverages for subcontractors shall be subject to all of the requirements stated herein.
6 19. Termination. City may for any reason terminate this Agreernent by giving Contractor not less than five (5) days' written notice of intent to terminate. Upon receipt of sucl.t notice, Contractor shall immediately cease work, unless the notice from City provides other-wise.
Upon the termination of this Ageement, City shall pay Contractor for services satisfactorily provided and all allowable reimbursements incurred to the date of termination in compliance with this Agreement, unless termination by City shall be for cause, in which event City may withhold any disputed compensation. Ciry shall not be liable for any claim of lost profits. 20, Maintenance and lnspection ofRecords. In accordancc with generally accepted accounting principles, Contmctor and its subcontractors shall maintain reasonably full and complete books, documents, papers, accounting records, and other inlormation (collectively, the "records") pertaining to the costs of and completion of services performed under this Agreement.
City and its authorized representatives shall have access to and the right to audit and reproduce any ofContractor's records regarding the services provided under this Agreement. Contractor shall maintain all such records for a period ofat least three (3) years after termination or completion of this Agreement. Contractor agrees to make available all such records for inspection or audit at its offices during normal business hours and upon three (3) days'notice from City, and copies thereof shall be lumished if requested.
a. Contractor shall be knowledgeable ofand comply with a[[ local, state and federal laws which may apply to the performance of this Agreement. b. Ifthe work provided for in this Agreement constitutes a "public works," as that term is defined in Section 1720 ofthe California Labor Code, for which prevailing wages must be pard, to the extent Contractor's employees will perform any work that falls within any of the classifications for which the Department of Labor Relations of the State of Califomia promulgates prevailing wage determinations, Contractor hereby agrees that it, and any subcontractor under it, shall pay not less than the specified prevailing rates of wages to all such workers. The general prevailing wage determinations for crafts can be located on the website ol the Department of lndustrial Relations (www.dir.ca.eov/DLSR). Additionally, to perform work under this Contract, Contractor must meet all State registration requirements and criteria, including project compliance monitoring.
Contractor represents and warrants that it:c
( I ) Has complied and shall at all times during the term of this Agreement comply, in all respects, with all immigration laws, regulations, statutes, rules, codes, and orders, including, without limitation, the Immigration Reform and Control Act ol 1986 (IRCA): and
(2) Has not and will not knowingly employ any individual to perform services under this Agreement who is ineligible to work in the United States or under the terms of this Agreement; and
(3) Has properly maintained, and shall at all times during the term of this Agreement properly maintain, all related employment documentation records including, 7 21. Compliance with all Laws/lmmisration Laws.
without limitation, the completion and maintenance of the Form I-9 for each of Contractor's employees; and
(4) Has responded, and shall at all times during the term of this Agreement respond, in a timely fashion to any govemment inspection requests relating to immigration law compliance and/or Form I-9 compliance and/or worksite enforcement by the Department of Homeland Security, the Department of Labor, or the Social Securiry Administration.
d. Contractor shall require all subcontractors or subconsultants to make the same representations and warranties as set forth in Subsection 21.c. e. Contractor shall, upon request of City, provide a list of all employees working under this Agreement and shall provide, to the reasonable satisfaction of City, verification that all such employees are eligible to work in the United States. All costs associated with such verification shall be borne by Contractor. Once such request has been made, Contractor lnay not change employees working under this Agreement without written notice to City, accompanied by the verification required herein for such employees.
f. Contractor shall require all subcontractors or sub-consultants to make the same verification as set forth in Subsection 2l .e.
g. If Contractor or subcontractor knowingly employs an employee providing work under this Agreement who is not authorized to work in the United States, and/or fails to follow federal laws to determine the status ofsuch employee, that shall constitute a material breach of this Agreement and may be cause for immediate termination of this Agreement by City. h. Contractor agrees to indemnify and hold City, its officers, officials, agents and employees harmless for, ofand from any [oss, including but not limited to fines, penalties and corrective measures City may sustain by reason of Contractor's failure to comply with said laws, rules and regulations in connection with the performance of this Agreement.
22. Governing Law and Venue. This Agreement shall be construed in accordance with and govemed by the laws of the State of California and Contractor agrees to submit to the jurisdiction of Califomia courts. Venue for any dispute arising under this Agreement shall be in Orange County, Califomia.
23. Inteqration. This Agreement constitutes the entire agreement of the parties. No other agreement, oral or written, pertaining to the work to be performed under this Agreement shall be of any force or effect unless it is in writing and signed by both parties. Any work perfbrmed which is inconsistent with or in violation of the provisions of this Agreement shall not be compensated.
24. Notice. Except as otherwise provided herein, all notices required under this Agreement shall be in writing and delivered personally, by e-mail, or by first class U.S. mail, postage prepaid, to each party at the address listed below. Either party may change the notice 8 address by notifying the other party in writing. Notices shall be deemed received upon receipt of same or within three (3) days of deposit in the U.S. Mail, whichever is earlier. Notices sent by e- mail shall be deemed received on the date of the e-mail transmission. ..CONTRACTOR" ..CITY"
Chattel, lnc.
I 341 7 Ventura Boulevard
Sherman Oaks, CA 91423-3938
Attn.: Robert Chattel, President
Telephone: (818) 788-7954
E-Mail: [email protected]
City of Orange
300 E. Chapman Avenue
Orange, CA 92866-1591
Attn.: Anna Pehoushek
Telephone: (7 14) 744-7228
E-Mail: [email protected]
25. Counterparts. This Agreement may be executed in one or more counterpafis, each of which shall be deemed an original, but all of which together shall constitute one and the same instlument. Signatures transmitted electronically shall have the same effect as originaI signatures. [Remainder ofpage intentionally left blank; signatures on next pagel 9 IN WII'NI,I,SS olthis Agrccrrcnt, thc partics havc cntcrcd into this Agrccmcnt as ol-thc ycar and day first abovc writtcn.
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(l) thc Chairman ofthc lloard, thc Prcsidcnt or a Vicc-l'rcsidcnt, ANI) (2) thc Sccrctarl', thc Chicf l.inancial Officcr, thc'l'rcasurcr, an Assistan( Sccrctarv or an Assistant'l rcasurcr. If onlv onc corporatc officcr crisls or onc corpor:ltc officcr holds morc than onc corporatc officc, pleasc so indicatc. Qlf'I'hc corp()ratc officcr namcd in a corporatc rcsolution as authorizcd to cntcr into this Agrccmcnt. A copy of thc corporatc rcsolution, ccrtificd hy thc Sccrctarv closc in timc to thc cxccution ofthc Agrccmcnt, must bc providcd to Citl.
EXtllBIT "i\"
SCOPE OF SERVICES
[Beneath this sheet.]
Chottel, lnc. I Historic Preservotion Consullonts
October 29. 2025
Anna Pehoushek, Assistant Community Development Director City of Orange, Community Development Department
300 East Chapman Avenue
Orange, California 92866
Re: UPDATED Proposal for Preparation of Historic Preservation Ordinance, City of Orange Communily Development Department
Dear Anna,
Chattel, lnc. ("Consultant" or "Chattel") is pleased to provide the City of Orange ("Client" or "City") with this proposal for preparation of a Historic Preservation Ordinance. We understand that the City would like to draft a Historic Preservation Ordinance that builds on the policies currently guiding the management of cultural and historic resources in Orange. That foundation includes the City's award-winning Historic Preservation and Cultural Resources Element, adopted in 2010, and Historic Preservation Design Standards (Design Standards) for Old Towne (adopted in 1995, as amended) and for the Eichler tracts (adopted in 2018).
We further understand that, in October 2024, the City entered into a Memorandum of Understanding (MOU) with the Old Towne Preservation Association (OTPA) and Orange Legacy Alliance (OLA). As part of that agreement, an initial Historic Preservation Ordinance has been drafted by members of OTPA and OLA. Our work will seek to engage these important local stakeholder groups and to build on the foundation created by therr work and by the 2024 MOU.
One of the most significant steps a municipality can take in the management and protection of its cultural heritage is adopting a historic preservation ordinance. Through a well-crafted ordinance, the City has an opportunity to establish its own criteria for significance, codify best practices, ensure consistency and transparency, and create a clear nexus with other zoning code chapters and with the California Environmental Quality Act (CEQA). In this way, the historic preservation ordinance helps prioritize and protect significant cultural and historic resources, in a manner that is tailored to the City and that streamlines entitlements and environmental review.
Key staff identified for this effort have extensive experience working with the City, both in our role developing the 2010 Historic Preservation and Cultural Resources Element and as on-call historic preservation consultants for the Community Development Department. This expert-level understanding of the City and its current conditions and regulalory framework will allowu to create, in a highly cost-effective manner, a preservation ordinance tailored to the C of Orange. miHlArTlTltr L
VIA E-lr,4AlL ([email protected])
Ny's. Anna Pehoushek
Oclober 29.2025
All work efforts will be directed by Chattel founder and president, Robert Chattel, AlA. Principal Associate Debi Howell-Ardila will serve as project manager, with additional assistance from other Chattel associates, including Alvin-Christian Nuval and Leslie Heumann.
Policy development is an area of specialty for all members of the Chattel, lnc. key staff team, Robert led efforts to develop the 2010 Historic Preservation and Cultural Resources Element, which won the Governor's Historic Preservation Award in 2011. Robert, Leslie, and Debi also served as key staff in the preparation of the City of San Gabriel Historic Preservation and Cultural Resources Ordinance, which won awards from the Los Angeles Conservancy and California Preservation Foundation in 2018. Debi also assisted the cities of Manhattan Beach and South Pasadena in development of their cultural heritage ordinances and served as principal author for the City of Colton Cultural Resources Element. That effort was honored with a California Preservation Foundation Trustee's Award for Excellence in 2025. ln accordance with your request to include guidance on archaeological and Tribal Cultural Resource issues, we are pleased to partner with Mary Maniery and PAR Environmental Services, lnc. (PAR). tvlary led efforts to craft the cultural resources sections of the 2010 Historic Preservation and Cultural Resources Element. This partnership will enhance our ability to tailor the ordinance to the existing conditions and needs of the City. (Paleontology is not part of this scope, as CEQA Guidelines no longer addresses this issue under cultural resources; it now falls under geology and soils.)
This proposal describes the following tasks: (1) Project lnitiation lvleeting and Literature Review; (2) DrafUFinal Historic Preservation Ordinance; (3) Commission and City Council Hearings and Ordinance Finalization; and (4) Community and Commission Work Study Sessions. Incorporated into these tasks is the scope of work by PAR, to prepare the Archaeology and Tribal Cultural Resources provisions for the ordinance. Our cost estimate follows the recommended scope.
Recommended Scope of Work
The following scope reflects our recommended approach for the development of an effective historic preservation ordinance. Two basic principles will guide our work: first, no single preservation ordinance fits for every municipality; policies must be tailored to the City's needs and situation; and second, in concert with the City, we will develop a range of options and provisions for you to consider, to make sure the new law is thorough and balanced.
We welcome your input and feedback to ensure that this recommended scope meets your needs and expectations.
Task 1 Project lnitiation Meeting and Literature Review Upon Notice to Proceed (NTP), Chattel will schedule a meeting with City staff to clarify pro.lect priorities and any anticipated areas of public, stakeholder, or decision-maker concern. During this meeting, we will establish with the City a timeline for ordinance preparation and hearings. This meeting will provide an opportunity to review with the City some of the typical options and approaches for each of the issue areas presented by the City. ln addition, the Chattel team will coordinate a meeting with representatives of OTPA and OLA, in order to learn more about the project history and their work to date. This will ensure that the work already completed by this important community group is reflected in the Historic Preservation Ordinance. ln order to maximize project resources, an effort will be made to schedule this meeting on the same day as the project initiation meeting with the City.
Ms. Anna Pehoushek
October 29. 2025
Drawing on initial input provided by the City, key topics to address in the ordinance include, but might not ultimately be limited, to:
1 . Establishment of a local historic register
2. Development of the process and criteria for:
o Listing and de-listing of historic resources
o Defining and designating historic districts
o Designating local landmarks; and
o Establishing Cultural Heritage Districts and Neighborhood Character Districts
3. Creation of procedures and thresholds for demolition review o With provisions distinguishing between primary and accessory buildings
4. Establishment of a Cultural Heritage Commission
o lncluding steps for its creation, commissioner requirements, and responsibilities
5. Codification of the relationship (and clariflcation of the applicability) of Historic Preservation Ordinance to previously adopted Design Standards
6. Historic property prolect review process, with streamlining through tiered project reviews o Tiered previews would deflne exemptions (e.9., for minor projects, based on size, visibility from the public right-of-way, and location on lot, among other factors) o Streamlining would also be accomplished by defining the projects and processes subject to administrative versus commission reviews
7. Guidance for historic resources (both in terms of management and project reviews) outside of designated historic districts
8, Guidance on building relocation as potential mitigation to the loss of historical resources
9. A sequential, defensible set of policies, procedures, and penalties related to historic property maintenance, failure to maintain, and demolition by neglect
10. Policies and procedures related to unsafe or dangerous conditions/catastrophic events o Creating a clear nexus between the Historic Preservation Ordinance and the City's emergency ordinance for streamlined review (including under CEQA's statutory exemption for imminent threat)
o Developing requirements for structural assessments and/or emergency documentation prior to demolition in certain cases
11. Applicability to broader umbrella of cultural resources (archaeological and Tribal Cultural Resources)
o Paleontology is not included in this scope of work, since this area no longer falls under the umbrella of cultural resources in CEQA; this issue area is now addressed under geology and soils
12. Establishment of a clear process and mandatory findings for Certificates of Appropriateness
'13. Guidance and information on voluntary historic preservation covenants and the applicability of the California Historical Building Code
14. Definition of cases qualifying for a waiver of City building code requirements for the benefit of maintaining the integrity of a historic resource
15. Development of innovative, robust preservation incentives and reflned tv'tills Act program requirements
16. lnformation and guidance on streetscape improvements 17 . Creating a clear, defensible nexus with CEQA
Based on our experience preparing ordinances and policy documenls, our team anticipates an overall timeframe of approximately 6-8 months for completion of the First Administrative Draft Historic Preservation Ordinance. We understand that time is of the essence for this project; this schedule can be updated in accordance with the City's needs.
Ms. Anna Pehoushek
October 29, 2025
This task also includes a review of existing policies and development of a draft outline for the Historic Preservation Ordinance. The draft ordinance outline will be presented to the City for review and comment.
Task Deliverables:
Task Meetings:
DrafUFinal Outline of Historic Preservation Ordinance
Up to one (1) in-person meeting and one (1) virtual meeting with City staff (upon project initiation and upon completion of the outline of the Historic Preservaton Ordinance); one (1) in-person meeting with representatives of OTPA and OLA, to discuss work completed to date
Task 2 DrafUFinal Histotic Preservation Ordinance
Concurrent with Task 2, and building on the foundation in place, Chattel will begin preparation of the First Administrative Draft Hisloric Preservation Ordinance. The ordinance will define, in user- friendly terms, key terms and preservation policies and procedures that reflect the City's needs and objectives as well as clear measures to ensure their enforceability.
This task includes up to three (3) rounds of City review and revisions by Chattel, as described below.
For the first round, the First Administrative Draft will be prepared by Chattel and transmitted to the City in electronic format, in MS Word. The City will provide one composite set of comments on the First Administrative Draft (City comments and edits will preferably be provided using MS Word's revisions tracking function)- Upon receipt of the City's comments and edits, Chattel will then implement changes, address comments, and provide the Second Administrative Draft to the City in electronic format, in MS Word.
For lhe third round, the City will confirm that all final changes have been made, and the Final Administrative Draft Historic Preservation Ordinance will be presented to the Planning Commission and City Council for review, comment, and adoption, lt will also be presented to the Design Review Committee (DRC) as an informational item (described in more detail in Task 3 below). This task also includes attendance at up to two (2) in-person and one ('l) vitual meetings with the City, to review comments and edits on the First, Second, and Final Administrative Drafts.
Task Deliverables: First Administrative Draft: Second Administrative Draft; Final Administrative Draft (for internal review, for City review and comment) Task Meetings: Two (2) in-person and one (1) virtual meetings with City staff Task 3 Commission and City Council Hearings and Finalization Under this task, the Final Administrative Draft of the Historic Preservation Ordinance will be presented to City decisionmakers for input and approvals. First, the Final Administrative Draft will be presented in an informational session to the DRC, to glean feedback and answer and address any questions or concerns. DRC feedback will be implemented in the Final Administrative Draft at the discretion of the City.
For the second round, the City will provide one additional round of review and (if necessary) one composite set of comments to Chattel. These comments will be incorporated into the Final Administrative Draft Historic Preservation Ordinance and transmitted to the City for one final confirmation round of review.
Ms. Anna Pehoushek
Octobet 29,2025
Next, the Final Administrative Draft will be presented to the Planning Commission and City Council for review, input, an ultimate adoption. Chattel will work with the City to determine the timing for these hearings and presentation schedule.
This task also includes preparation of up to two (2) iterations of a PowerPoint presentation of the ordinance, to be used at the DRC, Planning Commission, and City Council hearings, as well as preparation of two (2) comment malrices, capturing comments from the Planning Commission and from the City Council. The comment matrix will document each specific comment provided, as well as how the comment has been addressed.
We anticipate working closely with City staff, including the City Attorney, through the reviews, revisions, and approvals process. Our flnal draft will incorporate comments from the City, Pianning Commission and/or City Council. This task assumes one (1) round of commenls and updates following the Planning Commission hearing, and two (2) rounds of commenls and updates following City Council's review.
Task Deliverables: Final Administrative Draft (for public review, and for Planning Commission and City Council review and comment); Final Ordinance; up to two (2) PowerPoint presentations for Planning Commission and City Council This task includes in-person attendance at flve (5) hearings (one with the DRC; one with the Planning Commission; and up to three with the City Council, as needed through the first and second readings ofthe ordinance The first two work study sessions, with the community and Planning Commission, will utilize a parallel format and PowerPoint presentatron. The goals will be to review, at a high level, the typical components of a preservation ordinance; to answer initial questions; and to solicit feedback on priorities, in a manner that encourages (and documents) input and participation.
The draft presentation will be prepared by Chattel and presented to the City for review prior to the work study sessions. The PowerPornt presentatron for this work study session will include a general overview of the typical components of a historic preservation ordinance, including strategies and best practices in designation, managing change, streamlining reviews, and offering incentives. The advantages for adopting an ordinance will also be explored (e.9., ensuring protection of the City's unique historic properties and facilitating compliance with the General Plan and CEQA).
The third work study session, with the community, will present an overview of the Final Administrative Draft ordinance. To streamline project costs, this session will make use of the PowerPoint presentation prepared for the Final Administrative Draft; as referenced in Task 3, this PowerPoint will also be used at the Planning Commission and City Council hearings.
This task covers up to three (3) work study sessions (estimated to run between 1 to 2 hours per session, in person). lt is assumed that the City would handle the notification and announcements to the public of this and any other workshop or public outreach meeting and would provide meeting location and any materials to record community member feedback (such as easels, markers, or other materials).
Task Meetings:
Task 4 Community and Decision-Maker Outreach and Work Study Sessions To ensure a smooth review process, communily outreach and engagement are key. This task covers three work study sessions-two with the community, and one with the Planning Commission-to proactively address concerns and questions as the ordinance takes shape. lv1s. Anna Pehoushek
October 29, 2025
Task Deliverables: One informational PowerPoint presentation on preservation ordinances Task Meetings: Three in-person work study sessions
Proiect Assumptions and Exclusions
This section describes our assumptions on the meetings required for this scope of work. Should additional meetings be needed, Chattel staff time will be billed on a time and materials basis according to our conlract rates.
General Exclusions
. This scope ofwork does not include provisions for paleontogical resources; pursuant to CEQA Guidelines, this issue area was moved from cultural resources to geology and soils in 2018.
. This scope does not include updates or modifications to existing Design Standards (though our work may result in the recommendation of certain changes to the Design Standards); should this scope be required, Chattel would be pleased to provide a separate proposal and cost..
Task 2 (DrafUFinal Histotic Preseruation Ordinance)
. This task includes two (2) in-person meetings and one (1)virtual meeting with City staff Task 3 (DRC, Planning Commission, and City Council Hearings and Finalization) . This task includes in-person attendance at five (5) hearings.
Task 4 (Community and Decision-Maker Outreach and Work Study Sessions) . This task includes three (3) in-person work study sessions. . lt is assumed that the City will arrange and provide meeting locations for the work study sessions under this task.
Task 1 (Project lnitiation and Literature Review):
. This task include one (1 ) in-person meeting and one (1) virtua! meeting with City staff (upon project initiation and completion ofthe ordinance outline) and one (1) in-person meeting with representatives of OTPA and OLA.
. lt is assumed that the City will arrange and provide a meeting location for in-person meetings under this task.
Ms. Anna Pehoushek
October 29, 2025
Cost Estimate
The following not-to-exceed total for this scope of work is based on a careful consideration of the attendant labor and direct costs. Chattel reserves the right to reallocate funds between tasks as needed. $198 $1s8 $100
1. Project lnitiation Meeting and Literature Review
1A 2 13 2 17 $2,6s0
15Two (2) meetings with City staff upon project
initiation and completion of the outline; one (1)
meeting with representatives of OTPA and OLA
2 '15 32 $4,266
2. OralllF inal Historic Preservation Ordinance
24., First Administrative Draft; Second Administrative
Draft; Final Administrative Draft (for internal review) 8 84 80 172 $22,856
28. Two (2) in-person meetings, one (1) virtual meeting with City staff
3 12 12 $3,690
3. Commission/City Council Hearings and Finalization
3A. Final Administrative Draft; Final Ordinance; Two (2) PowerPoint presentations
3 29 '15 47 $6,676
3B Up to five (5) in-person hearings total 3 $7,044
4. Community and Decision-Maker Outreach and Work Study Sessions 4A One informational PowerPoint presentation 1 6 4 11 $1,s46 4B Three (3) work sludy sessions 2 15 15 32 $4,266
Labor Subtotal: 24 '199 168 391 $ s2,994
Chattel I City of Orange
Historic Preservation Ordinance Cost Estimate
I Principal /
I Preservation
Principal
Associates
lArchitect
Associates I rot.t strn I
lxo,,s I
Task Cost
Recommended Outline of Historic Preservation
Ordinance
1B.
lV1s. Anna Pehoushek
October 29, 2025
Page I
$1s8 $'l s8 $100
Direct Costs (Mileage, $0.70 per mile, assumes 12 in-
person meetings/hearings, 100 miles per meeting/hearing) $840
Subconsultant Scope of Work:
PAR Environmental Consultants
Archaeological and Tribal Cultural Resources
Consulting Support
$ 10,8ss
(For input by PAR on Tasks 1 through 3)
Subconsultant Management Support (15 percent) $ 1,628
TOTAL NOT.TO-EXCEED COST: $ 56,317
Assumptions: Tasks include budget for project
management
Chattel I City of Orange
Historic Preservation Ordinance Cost E6timate
Principal /
Preservation
Architect
Principal
Associates
Associates Total Staff
Hours
Task Cost
l\y's. Anna Pehoushek
Oclober 29,2025
Page I
Prqiect Cost Estimate
We propose to work on a time and materials basis, at our reduced municipal rates, for a total not- to-exceed $66,317.
This amount includes input for the archaeological and Tribal Cultural Resources provisions in the ordinance by our subconsultant, PAR; this task totals $1 0,855, with a 15 percent subconsultant management support fee totaling $1,628.
As Chattel reimburses employees for mileage at the 2O2S lederal standard of $0.70, we would seek reimbursement for mileage at this rate (this direct cost is included in the total above). We bill extraordinary expenses of arr travel, car renlal, hotel, outside photocopying, and film processing and printing at cost. We will utilize the following individuals at stated hourly rates, which you will note are substantially reduced from our regular rates. You will be notified in advance of any changes in the foregoing rates or personnel.
Point of contact for this task order would be preservation planner and architectural historian Debi Howell-Ardila, Principal Associate. Architectural historian and historic architect Robert Chattel would be principal-in-charge and other senior staff and associates are available for project assistance, peer review, and additional subject expertise as necessary.
Title/Area of ExpertiseName
Robert Chattel
Alvin-Christian Nuval
Debi Howell-Ardila
Leslie Heumann
Christine di lorio
Nels Youngborg
August Phillips
TBD
TBD
TBD
Thomas Chandler
Hourlv Rate
$378
${€8
s{s8
$198
${€8
$168
$159
$138
$148
y-5
$58
Reduced Rate
Principal
Principal Associate
Principal Associate
Principal Associate
Principal Associate
Senior Associate
Associate lll
Associate ll
Associate I
Offlce Manager
lntern
$198
$ 158
$ 158
$ 158
$ 158
$ 100
$1oo
$ 100
$1oo
$60
$40
This proposal is valid for thirty (30) days. The terms of our existing on-call contract with the City would apply to this task order.
lf this proposal and agreement are acceptable, please have the appropriate party complete the document below and return an original signed copy. Should you have questions, please call (818) 421-1767.
Very truly yours,
CHATTEL, INC.
By
obert Jay lA, President
California icense No. C27398
Architects are licensed and regulated by the California Architects Board located at 2420 Del Paso Road, Suite 105, Sacramento, CA 95834
e
Ms. Anna Pehoushek
October 29, 2025
AGREED AND ACCEPTED THIS DAY OF
Owner:
(Signature)
Name:
(Print Name)
,2025
By
Its
(Title)
Chattel, Inc. I Historic Preservation Consultants
STAFF BroGRApHtEs
ROBERT JAY CHATTEL, AIA
President / Historic Architect
Both a licensed general contractor and architect in California with more than 40 years' experience in planning, design and construction, Robert Chattel's unique qualifications include meeting lhe Secretary of the lnterior's Professional Qualifications Sfandards in Architectural History and Historic Architecture. Robert has experience working for non-proflt, government, and forprofit entities, including the Los Angeles Conservancy, Community Redevelopment Agency of the City of Los Angeles and a private real estate developer. He holds a B.A. in Architecture from U.C. Berkeley and a M.S. in Historic Preservation from Columbia University. ln 1994, he established Chattel, lnc. From its offlce in Los Angeles, the firm works on design collaboration, environmental review and preservation policy projects in the western United States. As President, Robert specializes in applying lhe Secretary of the lnterior's Sfandards for the Treatment of Historic Propefties and interpreting federal, state and local historic preservation law and regulations. Robert and his flrm have received awards from the California Preservation Foundation, Los Angeles Conservancy, American Planning Association, and the City of Los Angeles for projects ranging from preservalion of the Beverly Hills WateMorks (the subject of his master's thesis) to stabilization of the Breed Street Shul in east Los Angeles, and rehabilitation of the downtown Los Angeles Central Library. Robert has advised the City of Las Vegas on rehabilitation of several historic properties including Mob Museum, Neon ltrluseum, and Historic Westside School.
LESLIE HEUMANN
Principal Associate / Architectural Historian
Leslie Heumann, Architectural Historian, with over 40 years of experience in all aspects of historic resource management, specializes in histonc resource surveys, historic assessments, and landmark nominations; use ofthe Secretary of the lnteior's Slandards for Treatment of Historic Propeftiesi and preparation of documentation pursuant to the California Environmental Quality Act, National Historic Preservation Act, and National Environmental Policy Act. Beginning her career with the City of Pasadena, where she eventually became the coordinator of the citywide Architectural and Historical lnventory, Leslie went on to conduct historic resources surveys in Alhambra, Altadena, Beverly Hills, Carmel, Glendale, Houston, Long Beach, Los Angeles, Rancho Mirage, San Clemente, Santa Ana, Santa Monica, South Pasadena, Upland, West Hollywood and several other communities as well as for the Los Angeles Unified School District and other school districts. Leslie's expertise also includes preparation of context statements and individual property Historic Resource Assessments. She has authored or supervised the preparation of numerous cultural resources impacts reports in support of CEQA and NEPA for projects throughout California ranging in scope from individual developments to General Plan updates. Additional areas of expertise include drafting local historic preservation ordinances, Historic American Buildings Survey documentation and historic school modernization issues. Leslie meets the Secretary of the lnterior's Professional Qualifications Stardards in History and Architectural History.
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Chattel, lnc. I Historic Preservation Consultants
CHRISTINE DI IORIO, AICP
Principal Associate / Planner and Architectural Historian Christi di lorio has over 28 years of experience as a planner working for various cities in California, most recently as project manager for the City of I\,4illbrae where she managed and orchestrated special economic and development projects through the entitlement process. She has also worked as Community Development Director for City of lvlarina where she managed six divisions with an annual general fund budget of $10 million dollars; for the City of Carmel-By-The-Sea as Community Planning and Building Director; and for the City of La Quinta as Planning Manager. Christi holds a Bachelor's degree from Colorado State University in Historic Preservation and a Master of Arts degree from University of California, Riverside in Historic Resources Management. She is certified by the American lnstitute of Certified Planners (AICP) and meets the Secretary of the lnterior's Professional Qualifications Standards in History and Architectural History.
DEBI HOWELL-ARDILA, MHP
Principal Associate / Architectural Historian and Preservation Planner Debi Howell-Ardila is an award-winning historic preservation professional with 20 years' experience in environmental compliance and historic preservation. She has extensive experience in researching and writing about California's architectural history as well as applying the regulatory framework of its diverse cities to the built environment. Debi's experience has included the preparation of thematic historic context slatements, citywide historic resource surveys, environmental compliance studies in support of CEQA, landmark nominations, and Secretary of the lnterior's Standards project reviews.
Over the past decade, Debi has developed a specialized practice in preservation policy, having participated in the drafting of three historic preservation ordinances and a cultural resources element. Debi served as project manager and lead preservation specialist in the preparation of the City of San Gabriel Historic Preservation and Cultural Resources Ordinance. This ordinance, which included provisions for historic, archaeological, and Tribal Cultural resources, which won awards from the Los Angeles Conservancy and California Preservation Foundation in 2018. Debi also assisted the cities of lvlanhattan Beach and South Pasadena in development of their cultural heritage ordinances and served as principal author of the City of Colton Cultural Resources Element. That effort was honored with a California Preservation Foundation Trustee's Award for Excellence in 2025.
Debi holds a master's degree in historic preservation from the University of Southern California and bachelor's degree from the University of California, Berkeley. Debi exceeds the Secretary of the lnterior's Professional Qualiflcation Standards in Architectural History and History.
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Chattel, lnc. I Historic Preservation Consultants
ALVIN.CHRISTIAN NUVAL
Principal Associate / Planner
Alvin holds both a Master of Urban and Regional Planning with concentrations in Design and Development and Transportation Policy and Planning and a B.A. in Global Studies with a Minor in Education Studies from UCLA, where his master's capstone project focused on identifying ways to support teachers, educators, and parents in introducing urban planning topics to elementary school-aged children. For his work, he received a Shapiro Fellowship and was selected by the Lewis Center for Regional Policy Studies as a student grantee. ln 2018, Alvin received a Student Scholarship to attend the National Asian & Paciflc lslander American Historic Preservation Forum in San Francisco. Alvin's professional experience includes interning for Chattel prior to advancing as an Associate, working with cultural community-based organizations in Historic Filipinotown and Little Tokyo, and engaging in the production of events such as the Los Angeles Asian Pacific Film Festival and CiclAvia. At Chatlel, Alvin has worked on a variety of projects including preparation of historic resource assessments and local landmark nominations and review of projects for conformance with the Secretary of the lnterior's Standards for the Treatment of Historic Properfies. He has completed two Section 106 reviews for the County of Kern and successfully listed the Edward and America Griffith House and the New Lynn Theater, both in Laguna Beach, in the National Register of Historic Places. Currently, Alvin is working with a team of historians to develop an interpretive history walk at Roosevelt High School in Boyle Heights. Alvin enjoys researching the background of different properties using newspaper articles and is passionate about making history more accessible to people of all ages and backgrounds.
NELS YOUNGBORG
Senior Associate / Architectural Historian
Nels Youngborg has thirteen years of experience in the architectural inspection services and historic preservation flelds. He holds a Masters Certificate in Historic Preservation from the University of Texas, San Antonio and is completing his thesis for a M.S. in Historic Preservation from the University of Pennsylvania. For over six years, Nels worked as a consultant to advise public housing authorities on best practices for maintaining, weatherizing and rehabilitating their properties and how to approach projects that would impact histonc resources. These services required experience with material life-cycle analysis, LEED AP accreditation, federal certification for real estate assessment, and intimate knowledge of Federal and State regulations regarding historic resources. Nels also worked as a student professional worker and an emergency appointment planning assistant at the City of Los Angeles Department of City Planning Office of Historic Resources for two years. He managed the Historic- Cultural Monument program, worked with the Cultural Heritage Commission to create their hearing schedule, wrote staff reports to advise the City's historic preservation cases, assisled in managemenl of the Mills Act program, reviewed and cleared permits for historic resources, reviewed Environmental lmpact Reports that proposed potential impacts to historic resources, and served as the social media coordinator for SurveyLA, the Los Angeles Citywide Historic Resources Survey. At Chattel, Nels has conlinued to manage aspects of the City of Los Angeles's Mills Act Program, including pre-approval and periodic inspections. Nels specializes rn assessment of historic significance, design review, permit expediting, geolocational database management and map creation through ArcGlS software, material condition assessment and risk analysis, preparation of documentation to support local, State and Federal historic preservation regulations, such as the Los Angeles Cultural Heritage Ordinance, tvlills Act, California Environmental Quality Act (CEOA), National Historic Preservation Act (NHPA), and compliance with the Secretary of the lnterior's Standards for the Treatment of Historic Propefties.
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Chattel, Inc. I Historic Preservation Consultants
AUGUST PHILLIPS
Associate lll / Historian
August holds a Ivl.A in Public History from California State University, Sacramento with a concentration jn Historic Preservation and a B.A in both History and Middle EasUsouth Asia Studies from University of California, Davis. For their thesis prolect, August nominated the Guild Theater in Sacramento to the National Register of Historic Places and is completing the process of successfully listing the property. They served as a board member for lhe Research and Creative Activity Advisory Board at Sacramento State and worked to maintain equitable and accessible platforms for students to present research and mitigate potential barriers. They also contributed to the redesignation of Sutter's Fort in Sacramento as a National Historic Landmark. August's professional experience includes working as a Cultural Resources Assistant with the California Energy Commission where they mapped site records and environmental compliance reports using ArcGlS Online geospatial database, conducted ethnographic research, and co-authored the Tribal Energy Resiliency Conference Report. At Chattel, August has worked on a variety of projects including, preparation of historic resource assessments and review of projects for conformance with the Secretary of the lnterior's Standards for the Treatment of Historic Propefties. August has completed Section 106 review for the Sam and Alfreda Maloof Compound Roof Replacement and successfully listed the Ballard Adobes in Los Olivos, in the National Register of Historic Places. They have also contributed to preparing the Las Vegas Historic Design Guidelines for John S. Park and Beverly Green Historic Districts. August additionally project managed, designed, and helped prepare the Historic Westside Design Guidebook for the City of Las Vegas, which guides new infill development based on historic precedent.
THOMAS CHANDLER
lntern
Thomas holds a M.A. in Urban and Regional Planning from UCLA with a concentration in Design and Development and a B.A. in Architectural Studies from Colby College with minors in Environmental Studies and Art. For his master's capstone project, Thomas worked with the City of Los Angeles Office of Historic Resources lo research and evaluale how municipalities in California had begun adopting and implementing objective development standards for housing development projects in historic districts and on parcels with designated landmarks. Thomas's professional background is in construction prolect and program management, and he has supported the global expansion of Uber's former eleclric bike and scooter business and the delivery of innovative office spaces for Microsoft. While interning at PATH Ventures, he aided in acquisition and development of permanent supportive affordable housrng across Soulhern California. Thomas is particularly interested in how historic preservation and cultural heritage conservation can advance planning goals in affordable housing, climate resilience, and community developmenl. He joined Chattel as an intern in 2025.
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Chattel, lnc. I Historic Preservation Consultants
PAR Environmental Consultants, lnc.
Archaeological and Tribal Cultural Resources Consulting Support PARS principal, Mary L. Maniery, will serve as primary Quality Control and co-author for the Ordinance. IVlary has provided similar services to the cities of Orange, lvlonterey, San Luis Obispo, Sacramento, Folsom, and Vallejo, as well as private-sector client such as the Pacific Gas and Electric Company. ln the event of the optional public outreach meetings being adopted by the City, Mary will atlend the meeting to represent the PAR team, Andrea "Ellie" lvlaniery will serve as Principal lnvestigator/Senior Archaeologist. ln this role, she will co-author the Ordinance for archaeologrcal and Tribal Cultural Resources and lead the review process. Ellie will also attend all meetings. Devin Cossey will provide assistance in revising the documents following comments by Chattel and City staff and providing graphical and mapping support. Additional information on PAR key personnel are provided below.
Mary Maniery, M.A., RPA
Principal lnvestigator, Quality Control
Mary Maniery holds B.A. degrees in History and Anthropology and an l\,4.A. degree in Anthropology from California State University, Chico. She has been working as an historian, architectural historian, and historical archaeologist in California, and eight other western and midwestern states since 1976. She has worked closely in the past with federal, state, cities, counties, the SHPO, and the Advisory Council on Historic Preservation to ensure compliance with Section 106 of the National Historic Preservation Act, CEQA, and other pertinent regulations. Her work has covered all phases of the Section 106 process, including the initial inventory and assessment, assessing impacts of project-related activities on eligible sites, preparing agreement documents between clients (like PG&E, City of Monterey, Callrans, United States Army Reserve, United Auburn lndian Community, and others), SHPO and the ACHP, and conducting appropriate data recovery and mitigation proJects. She has prepared archaeological sections for the City of San Luis Obispo General Plan update, City of Monterey Historic Preservation Ordinance and General Plan Update, and the City of Orange Archaeological Sensitivity and Cultural Resources Element. She served as historical archaeologist on the State Historical Resources Commission for over five years under Governor Gray Davis.
Andrea "Ellie" Maniery, RPA
Principal lnvestigator/Senior Archaeologist
Ellie Maniery holds a B.A. degree in Anthropology and an M.A. degree in Anthropology with a geoarchaeology emphasis from University of Nevada, Reno and has fourteen years of professional experience. She has led intensive surveys, test excavations, and data recovery projects for precontact and historical sites in California, served at all stages of precontact and historic archaeology, organized monitoring projects, and conducted coordination with Native American Tribes. She assisted Mary Maniery in preparation of Cultural Resources Ordinance for the City of Monterey in 2019. Over the past flve years she has served as a PAR Principal lnvestigator, including on a recent survey of over 400 miles in Trinity County. This survey resulted in recordation and management of over 600 sites. Ellie has experience conducting surveys for precontact and historical archaeological resources and historic buildings, planning and completing testing and data recovery work at precontact sites in California, Nevada, and Utah, has completed several geoarchaeological studies. She has prepared reports for compliance with Caltrans, Section 106, and CEQA. She has served as Field Director or Pl since 2018 on Phase lland III studies reviewed bythe USFS, BLtvl, and other agencies. She meetsthe Secretary of the lnterior's qualiflcation criteria as an archaeologist. Ellie is well-versed in project management, geoarchaeology, historic archaeology, precontact archaeology, groundstone, and lithic analysis.