HomeMy WebLinkAbout28- Development Services CITY OF SAN BERNARDINO-REQUEST FOR COUNCIL ACTION
From: Michael E. Hays Subject: Agreement for Professional Services to Prepare the
Preliminary Plans, Specifications, and Estimates for
Dept: Development Service A the Rehabilitation, Seismic Retrofit, and Adaptive
'�u�W L Reuse of the San Bernardino Santa Fe Depot
Date: May 20, 1999 MCC Date: June 7, 1999
Synopsis of Previous Council Action:
2/15/99—Council authorized an amendment to the Cooperative Agreement with SANBAG and the Economic
Development Agency for restoration of the San Bernardino Santa Fe Depot and the Commuter Rail Station.
Recommended Motion:
Adopt the Resolution
Michael E. Hays
Contact person: Deborah Woldruff Phone: 384-5057
Supporting data attached: Staff Report and Resolution Ward(s): 3
FUNDING REQUIREMENTS: Amount: $275,000
Source: (Acct.No) N/A
(Acct Description)TEA Grant; giant match to be provided by SANBAG
Finance: &, r �j¢j
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Council Notes: l
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Agenda Item No. 29
61g1g9
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT
SUBJECT: Agreement for Professional Services to Prepare the Preliminary Plans,
Specifications, and Estimates for the Rehabilitation, Seismic Retrofit, and
Adaptive Reuse of the San Bernardino Santa Fe Depot
Mayor and Common Council Meeting Of June 7, 1999
The Development Services Department is requesting approval of an Agreement for Professional
Services for Architect Milford Wayne Donaldson, FAIA, Inc. to prepare preliminary plans,
specifications, and estimates for the rehabilitation, seismic retrofit, and adaptive reuse of the San
Bernardino Santa Fe Depot.
BACKGROUND
The City of San Bernardino and the San Bernardino Associated Governments (SANBAG) are the
current owners of the San Bernardino Santa Fe Depot, located at 1170 West 3rd Street, San
Bernardino (City and County). The site is in the IH, Industrial Heavy General Plan land use
designation (see Exhibit A, Site Location Map). The Depot, constructed in 1918, has been identified
as an important historic resource of the City (California Point of Historical Interest—CPHI-53; General
Plan, Table 17; and, City of San Bernardino Historic Resources Reconnaissance Survey, 1991).
In the early 1990's, the Depot was acquired by SANBAG as part of the acquisition of rights-of-way
for the Metrolink system. Since that time, SANBAG has successfully secured $3.9 million in Federal
transportation funds for the restoration of the Depot, and committed significant funds for a portion of
the local match required for those grants. SANBAG will be providing the entire local match required
for this grant. Additionally, the adjacent Metrolink station was constructed by SANBAG in 1993
under the terms of the initial Cooperative Agreement between the Economic Development Agency
(EDA) and SANBAG.
In order to expedite the Depot restoration project, Mayor Valles began discussions with SANBAG to
establish the City as the lead agency for the restoration and development of the facility into a multi-
modal regional transportation hub. After several months of negotiations, the Mayor and Common
Council approved an amended Agreement between SANBAG, EDA, and the City in February 1999.
Following approval of the amended agreement, Development Services staff prepared a Request for
Qualifications (RFQ). The RFQ was released on February 9, 1999 and 143 copies were mailed to
architectural and/or structural engineering firms throughout California. By the submittal deadline on
February 22, 1999, the City had received 14 Qualifications Statements (5 were from local vendors).
A review committee consisting of City, EDA, and SANBAG staff reviewed the Qualifications
Statements and selected 5 firms to participate in the Request for Proposal (RFP) process.
The RFP was released to the 5 candidate firms on March 12, 1999 and 3 proposals were received by
the submittal deadline on April 2, 1999. The Proposals were reviewed by an interview panel
consisting of City, EDA, SANBAG, and Caltrans staff. All three candidate firms were interviewed
San Bernardino Santa Fe Depot Project—Agreement For Professional Services
Mayor and Common Council Meeting of June 7, 1999
Page 3
on April 13, 1999. Based on a combination of the Qualifications Statements, Proposals, and
interview presentations, the interview panel selected Architect Milford Wayne Donaldson, FAIA,
Inc. to participate in the negotiation process for the Agreement for Services. City staff met with the
consultant team on April 19, 1999 to negotiate the Scope of Work and program budget for the
proj ect.
SCOPE OF WORK
The preparation of preliminary plans, specifications, and estimates for the rehabilitation, seismic
retrofit, and adaptive reuse of the San Bernardino Santa Fe Depot requires the professional services
of a qualified consulting firm. The qualifications and proposal of the consultant, Architect Milford
Wayne Donaldson, FAIA, Inc. meet and exceed the requirements that were outlined in the Request for
Qualifications and Request for Proposal for preparing the necessary plans and documents. For more
than twenty years, the firm has compiled over 300 restoration, rehabilitation, renovation and
historical preservation projects. Related restoration and rehabilitation projects of note include the
Santa Barbara Railroad Station, National City Railroad Station, Santa Fe Depot Rail Courtyard (in
San Diego), Santa Fe Depot Museum (in Shawnee, Oklahoma), and Carlsbad Santa Fe Depot.
The consultant will prepare plans for the rehabilitation and adaptive reuse of the San Bernardino
Santa Fe Depot for its current use as a passenger rail station, and future transportation related uses.
The Depot presently is used as a rail station for Amtrak passenger service. A Metrolink commuter
rail passenger station, managed by the Southern California Regional Rail Authority, is separate but
adjacent to the Depot. A temporary crew quarters facility and tracks support the Metrolink station.
Federal Transportation Enhancement Activities (TEA) grants will be utilized for this project. The use
of Federal funds requires the preparation of documents for compliance with Section 106 of the
National Historic Preservation Act, as amended. These documents will also be prepared by the
Consultant. The project must move forward quickly so that the first TEA grant can be encumbered by
September 2000. There are no extensions available for this funding and the grant will be lost if it is not
encumbered by the date specified.
Due to the amount of work involved, the Depot project will be phased. The work covered by this
Agreement for Services constitutes the first phase of the project. The plans and documents that
will be prepared by the consultant may result in additional project phases or sub-phases. Phase 1 is
anticipated to be concluded by mid February 2000.
The next major phase of the project will include construction of the plans for rehabilitation and
adaptive reuse. At that time, the City will need to retain the services of a qualified consultant to act
as the construction manager for the project.
Prior to execution of the Agreement, Caltrans District 8, Local Assistance Office will complete the
Pre-award Audit that is required as per the Interim Pre-award Audit Requirements of Local Programs
Procedures (LLP 99-01). The Agreement cannot be signed or executed prior to completion of the
Audit. The requirement for the audit is new and will delay the start of the Consultant's work. Staff
will work diligently with Caltrans to expedite the audit process. A copy of the Agreement (with the
proposal and fee proposal) is contained in Exhibit 2, Resolution.
San Bernardino Santa Fe Depot Project—Agreement For Professional Services
Mayor and Common Council Meeting of June 7, 1999
Page 4
FINANCIAL IMPACTS
The City will pay the cost for this Agreement for Services ($275,000) and we will be reimbursed
from Caltrans through the $3.9 million in Federal transportation funds that have been awarded.
SANBAG will reimburse the City for the entire local match requirement of$168,926. There are no
other City matching funds required for this grant. Development Services is confident that the
necessary steps have been taken and that the City will be reimbursed.
RECOMMENDATION
Staff recommends that the Mayor and Common Council adopt the Resolution that awards the
Agreement for Professional Services with Architect Milford Wayne Donaldson, FAIA,Inc.
EXHIBITS
1. Site Location Map (San Bernardino Santa Fe Depot)
2. Resolution
Attachments:
A. Proposal (April 2, 1999)
B. Fee Proposal (April 19, 1999)
CFTY OF . .D • ,
GENERAL PLAN LAND USE DESIGNATION Adopted 6-2-89
Date SITE LOCATION MAP Panel No.
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1999-131
1 RESOLUTION NO.
2 RESOLUTION OF THE CITY OF SAN BERNARDINO AWARDING AN
3 AGREEMENT TO ARCHITECT MILFORD WAYNE DONALDSON, FAIR, INC. TO
PREPARE PLANS FOR THE REHABILITATION AND ADAPTIVE REUSE OF THE
4 SAN BERNARDINO SANTA FE DEPOT
5 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
6 OF SAN BERNARDINO AS FOLLOWS:
7 SECTION 1. ARCHITECT MILFORD WAYNE DONALDSON, FAIA, INC.'S
8 proposal and qualifications meet and exceed the requirements that were outlined in the Request
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for Proposal for preparing plans for the rehabilitation and adaptive reuse of the San Bernardino
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11 Santa Fe Depot. An Agreement is awarded accordingly to said Consultant in a total amount of
12 $275,000.00, but such award shall be effective only upon being fully executed by both parties.
13 All other proposals, therefore, are hereby rejected. The Mayor is hereby authorized and
14 directed to execute said Agreement on behalf of the City after the Pre-Award Audit is
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16 completed by Caltrans; a copy of the Agreement is on file in the office of the City Clerk and
17 incorporated herein by reference as fully as though set forth at length. The Mayor is also
18 hereby authorized and directed to execute said Agreement with any non-substantive
19 amendments that have been approved by the City Attorney and agreed to by the Consultant.
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SECTION 2. This Agreement and any amendment or modifications thereto shall not
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22 take effect or become operative until the Pre-award Audit is completed by Caltrans, and the
23 Agreement is fully signed and executed by the parties, and no party shall be obligated
24 hereunder until the time of such full execution. No oral agreements, amendments,
25 modifications or waivers are intended or authorized and shall not be implied from any act or
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course of conduct of any party.
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1999-131
1 SECTION 3. This resolution is rescinded if the parties to the contract fail to execute it
2 within thirty (30) days of the completion of the Pre-award Audit by Caltrans.
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1999-131
1
1 RESOLUTION . . . AWARDING AN AGREEMENT TO ARCHITECT
MILFORD WAYNE DONALDSON, FAIA, INC. TO PREPARE PLANS FOR THE
2 REHABILITATION AND ADAPTIVE REUSE OF THE SAN BERNARDINO SANTA
3 FE DEPOT
4 I HEREBY CERTIFY that the foregoing resolution was duly adopted by the Mayor and
5 Common Council of the City of San Bernardino at a joint regular meeting thereof,
6 7th June 1999, b
held on the day of y the following vote, to-wit:
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8 Council Members: AYES NAYS ABSTAIN ABSENT
9 ESTRADA x
10 x
LIEN
11 x
12 MCGINNIS
13 SCHNETZ x
x
14 DEVLIN
15 ANDERSON x
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MILLER x
17 ? /,
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Rachel Clark, City Clerk
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The foregoing resolution is hereby approved this day of
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21 ' 1999.
+ e
22 dit} Valles, Mayor
23 City of San Bernardino
24 Approved as to form
and legal content:
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26 James F. Penman
City Attorney
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AGREEMENT FOR PROFESSIONAL SERVICES
Agreement No. 99-
THIS AGREEMENT made and entered into this day of
1999, by and between the CITY OF SAN BERNARDINO ("City") and
Architect Milford Wayne Donaldson,FAIA, Inc. ("Consultant").
RECITALS
1. Purpose
The purpose of this Agreement is to allow the City of San Bernardino to obtain
professional services to prepare preliminary plans, specifications, and estimates for
the rehabilitation, seismic retrofit, and adaptive reuse of the San Bernardino Santa Fe
Depot located at 1170 West 3`d Street. In order to develop plans, specifications,
estimates and construction documents, it is necessary to retain the professional
services of a qualified consulting firm.
A federal Transportation Enhancement Activities grant and other sources of funding
will be utilized for the project. The use of federal funds requires the preparation of
documents for compliance with Section 106 of the National Historic Preservation
Act, as amended. These documents also need to be prepared by a qualified consultant.
The Consultant listed herein is qualified to provide the professional services required
by the City.
2. Scope of Services
Consultant shall perform those services specified in the "Scope of Services" and as
contained in the proposal dated April 2, 1999, a copy of which is attached hereto as
Attachment A and incorporated as though set forth in full. Consultant hereby accepts
such responsibility as described herein.
3. Terms
The services of Consultant are to commence within thirty (30) days after the City has
authorized work to start by issuance of a Notice to Proceed. The project schedule
specifically set forth in Attachment A attached hereto'and incorporated herein as
though set forth in full, will be adjusted by Consultant as the City authorizes the
work. Such adjustments shall require City approval prior to commencement of
performance of each phase. The Director or Development Services is authorized to
approve line item adjustments to the Agreement's Program Budget as long as either
of such amendments are upon the same terms and conditions as specified herein. This
Agreement shall expire as specified by the Attachment A schedule unless extended by
written agreement of the parties.
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4. Standard Of Performance
Consultant shall complete all work products and design in conformance with the
Secretary of the Interior's Standards for Rehabilitation and Guidelines for
Rehabilitating Historic Buildings, Uniform Building Code, State Historic Building
Code, National Historic Preservation Act, National Environmental Policy Act,
California Environmental Quality Act, and City of San Bernardino requirements.
5. Consultant Responsibilities
Consultant shall complete the work program described in Attachment A. All work
products and/or documents described in the "Scope of Services" shall be completed to
the satisfaction of the City. Consultant commits the principal personnel listed below
to the project for its duration:
Consultant:
MR. MILFORD WAYNE DONALDSON
ARCHITECT MILFORD WAYNE DONALDSON, FAIA, INC.
6. Department Support
The Development Services Department shall provide Consultant with any plans,
publications, reports, statistics, records or other data or information pertinent to the
services to be provided hereunder which are reasonably available to the Department.
7. Responsibility of Parties
A. The Consultant may reasonably rely upon the accuracy of data provided through
the City or its agents without independent evaluation.
B. The City shall pay all costs of inspection and permit fees, if applicable. Charges
not specifically covered by the terms of this Agreement shall be paid as agreed by
the parties hereto at the time such costs arise; but in no event shall the work to be
performed hereunder cease as a consequence of any unforeseen charges unless by
mutual written agreement of City and Consultant.
C. All tracings, plans, specifications, maps, survey-notes, and other original
documents are instruments of service and shall remain the property of Consultant
except where by law, precedent, or agreement these documents become public
property. All such documents or records shall be made accessible to City.
Consultant shall maintain all records for inspection by the City, State, or their
duly authorized representatives for a period of three (3) years after final payment.
Consultant shall stamp and sign all specifications, estimates, plans and Consultant
data furnished, and where appropriate, indicate registration number.
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8. Supervision And Acceptance Of Services
A. The Director of Development Services of City, or his designee, shall have the
right of general supervision over all work performed by Consultant and shall be
City's agent with respect to obtaining Consultant's compliance hereunder. No
payment for any services rendered under this Agreement shall be made without
prior approval of the Director of Development Services of his designee.
B. The Office of the City Administrator may review and inspect the Consultant's
activities during the progress of the program.
C. The ongoing assessment and monitoring of this Agreement is the responsibility of
the Director of Development Services or designee.
9. Compensation
A. The City shall reimburse the Consultant for actual costs (including labor costs,
employee benefits, overhead, profit, other direct and indirect costs) incurred by
the Consultant in performance of the work, in an amount not to exceed $275,000.
Actual costs shall not exceed the estimated wage rates and other costs as set forth
in Attachment B attached hereto and incorporated herein as though set forth in
full.
B. Said compensation shall not be altered unless there is a significant alteration in
the scope, complexity, or character of the work to be performed. Any such
significant alteration shall be agreed upon in writing by City and Consultant prior
to commencement or performance of such significant alteration by Consultant.
Any such adjustment of the total cost of services will only be permitted when the
Consultant establishes and City has agreed, in writing, that there has been, or is to
be, a significant change in:
1. Scope, complexity, or character of the services to be performed;
2. Conditions under which the work is required to be performed; and,
3. Duration of work if the change from the time period specified in the
Agreement for completion of the work warrants such adjustment.
C. The Consultant is required to comply with all Federal, State, and Local laws and
ordinances applicable to the work and which are in effect as the date of the Notice
to Proceed. The Consultant is required to comply with prevailing wage rates in
accordance with California Labor Code Section 1770.
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10. Payment By City
The billings for all services rendered pursuant to this Agreement shall be submitted
monthly by Consultant to City and shall be paid by City within thirty (30) days after
receipt of same, excepting any amounts disputed by City. Dispute over any invoiced
amount shall be noticed to the Consultant within ten (10) days of billing and a meet
and confer meeting for purposes of resolution of such dispute shall be initiated by the
City within ten (10) days of notice of such dispute. Interest of 1-1/2 percent per
month(but not exceeding the maximum rate allowable by law) will be payable on any
amounts not in dispute and not paid within forty (40) days of the billing date,
payment thereafter to be applied first to accrued interest and then to the principal
unpaid amount. On disputed amounts, interest shall accrue from thirty (30) days of
the invoice date if the amount in dispute is resolved in favor of the Consultant. All
tasks as specified in Attachment A shall be completed prior to final payment.
11. Changes/Extra Services
A. Performance of the work specified in the "Scope of Services", is made an
obligation of the Consultant under this Agreement, subject to any changes made
subsequently upon mutual agreement of the parties. All such changes shall be
incorporated by written amendments to this Agreement and include any increase
or decrease in the amount of compensation due Consultant for the change in
scope. Any change which has not been so incorporated shall not be binding on
either party.
B. No extra services shall be rendered by Consultant under this Agreement unless
such extra services are authorized, in writing, by City prior to performance of
such work. Authorized extra services shall be invoiced based on Consultant's
"Fee Proposal" dated April 19, 1999, a copy of which is attached, hereto, as
Attachment B and incorporated herein as though set forth in full.
12. Replacement of Named Personnel
It has been determined that the individuals named in this Agreement (and in
Attachment A) are necessary for the successful performance of this Agreement. No
diversion or replacement of these individuals shall be made by Consultant without
written consent of the City, provided that the City may ratify, in writing, within ten
(10) days of diversion or replacement and such ratification shall constitute the consent
of the City required by this clause. If the City fails to respond to Consultant within
ten (10) days of notification by Consultant, said personnel diversion or replacement
shall be deemed approved.
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13. Successor and Assignment
The services as contained herein are to be rendered by Consultant whose name is as
appears first above written and said Consultant shall not assign nor transfer any
interest in this Agreement without the prior written consent of the City.
14. Independent Contractor
Consultant shall perform the services as contained herein as an independent
contractor and shall not be considered an employee of the City. This Agreement is by
and between Consultant and the City, and is not intended, and shall not be construed,
to create the relationship of agent, servant, employee, partnership, joint venture, or
association,between the Consultant and City.
15. Notice
All official notices relative to this Agreement shall be in writing and addressed to the
following representatives of Consultant and City:
CONSULTANT
Mr. Milford Wayne Donaldson, Project Manager
Architect Milford Wayne Donaldson, FAIA, Inc.
530 Sixth Avenue, Suite 100
San Diego, CA 92101
CITY
Mr. Michael E. Hays, Director
Development Services Department
300 North"D" Street
San Bernardino, CA 92418
Nothing in this paragraph shall be construed to prevent the giving of notice by
personal service.
16. Construction Cost Estimates
Any opinion of the construction cost prepared by Consultant represents his judgement
as a design professional and is supplied for the general guidance of the City. Since
Consultant has no control over the cost of labor and material, or over competitive
bidding or market conditions, Consultant does not guarantee the accuracy of such
opinions as compared to contractor bids or actual cost to the City.
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17. Covenant Against Contingent Fee
The Consultant warrants that he/she has not employed or retained any company or
person, other than a bona fide employee working for the consultant, to solicit or
secure this Agreement, and that he/she has not paid or agreed to pay any company or
person, other than a bona fide employee, any fee, commission, percentage, brokerage
fee, gift, or any other consideration, contingent upon or resulting from the award of
formation of this Agreement. For breach or violation of this warranty, the City shall
have the right to annul this Agreement without liability, or at its discretion to deduct
from the Agreement price or consideration, or otherwise recover, the full amount of
such fee, commission, percentage, brokerage fee gift, or contingent fee. The
Consultant and City shall certify their compliance with the provisions herein and as
set forth in Attachment C and Attachment D, respectively.
18. Contingencies
In the event that, due to causes beyond the control of and without the fault or
negligence of Consultant, Consultant fails to meet any of its obligations under this
Agreement, and such failure shall not constitute a default in performance, the City
may grant to Consultant such extensions of time and make other arrangements or
additions, excepting any increase in payment, as may be reasonable under the
circumstances. Increases in payment shall be made only under the "changes"
provision of this Agreement. Consultant shall notify City within three (3) days in
writing when it becomes aware of any event or circumstances for which it claims or
may claim an extension.
19. Release of News Information
No news release, including photographs, public announcements or confirmation of
same, of any part of the subject matter of this Agreement or any phase of any
program hereunder shall be made without prior written approval of the Director of
Development Services.
20. Confidentiality of Reports
Consultant shall keep confidential all reports, information and data received, prepared
or assembled pursuant to performance hereunder and that the City designates as
confidential. Such information shall not be made available to any person, firm,
corporation or entity without the prior written consent of the Director of Development
Services.
21. Hold Harmless Clause
A. Consultant hereby agrees to hold City, its elective, and appointive boards,
officers, and employees, harmless from any liability for damage or claims for
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damage or personal injury including death, as well as from claims for property
damage, to the extent such are proximately caused by Consultant's negligent acts,
errors or omissions under this Agreement.
B. Consultant shall indemnify, defend and hold free and harmless the City, its
officers, and its employees from all claims, damages, costs, expenses, and
liability, including, but not limited to, attorney's fees imposed upon them for any
alleged infringement of patent rights or copyrights of any person or persons in
consequence of the use by City, its officers, employees, agents, and other duly
authorized representatives, of programs or processes supplied to City by
Consultant under this Agreement.
C. The prevailing parry in any legal action to enforce or interpret any provisions of
this Agreement will be entitled to recover from the losing parry all reasonable
attorneys' fees, court costs, and necessary disbursements in connection with that
action. The costs, salary, and expense of the City Attorney, and members of his
office, in connection with that action shall be considered as attorneys' fees for the
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purposes of this Agreement.
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22. Indemnification
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Consultant agrees to indemnify, defend, and hold harmless City and their agents,
officers and employees from and against any and all liability, expense and claims for
damages of any nature whatsoever, including, but not limited to, bodily injury, death,
personal injury, or property damages arising from or connected with Consultant's
operations, or its performance under this Agreement.
23. Liability/Insurance
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A. Consultant's liability insurance for injury or damage to persons or property
arising out of work for which legal liability may be found to rest upon Consultant
other than for professional errors and omissions, shall be a minimum of
$1,000,000.00. For any damage on account of any error, omission, or other
professional negligence, Consultant's insurance shall be limited in a sum not to
exceed $50,000.00 or Consultant's fee, whichever is greater.
B. The City shall require the Consultant to provide Workers' Compensation and
Comprehensive General Liability Insurance, including completed operations and
contractual liability, with coverage sufficient to insure the Consultant's
indemnity, as above required; and, such insurance shall include the City, the
Consultant, their subcontractors, and each of their officers, agents and employees
as additional insureds.
C. Consultant shall provide evidence of insurance in the form of a
policy/certification of insurance or other acceptable evidence, in which the City is
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named as an additional named insured (except on Workers' Compensation) to the
extent of the coverage required by this Agreement.
D. Notwithstanding anything to the contrary herein, the Consultant and its
subconsultants and specialty consultants shall have no responsibility for the
discovery, presence, handling, removal, disposal of or exposure of persons to
hazardous materials in any form at the different sites of the Project including, but
not limited to asbestos, asbestos products, polychlorinated biphenyl (pcb) or other
toxic substances expect for any such substances brought to the site by the
Consultant or subconsultants or used by same in the performance of their work.
24. Conflict of Interest
Consultant agrees for the term of this Agreement not to enter into any agreement that
will inure to the detriment of the City of San Bernardino.
25. Compliance with Laws
The parties agree to be bound by applicable federal, state and local laws, regulations
and directives as they pertain to the performance of this Agreement.
26. Compliance With Civil Rights Laws
Consultant hereby certifies that it will not discriminate against any employee or
applicant for employment because of race, color, religion, sex, marital status, age,
handicap or national origin. Consultant shall promote affirmative action in its hiring
practices and employee policies for minorities and other designated classes in
accordance with Federal, State, and Local laws. Such action shall include, but not be
limited to, the following: recruitment and recruitment advertising, employment,
upgrading, and promotion. In addition, Consultant shall not exclude from
participation under this Agreement any subcontractor on the basis of race, color,
religion, sex, marital status, age, handicap, or national origin in compliance with State
and Federal laws.
27. Severability
In the event that any provision herein contained is held to be invalid, void or illegal
by any court of competent jurisdiction, the same shall be-deemed severable from the
remainder of this Agreement and shall in no way affect, impair or invalidate any other
provision contained herein. If any such provision shall be deemed invalid due to its
scope or breadth, such provision shall be deemed valid to the extent of the scope or
breadth permitted by law.
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28. Interpretation
No provision of this Agreement is to be interpreted for or against either party because
that party or that party's legal representative drafted such provision, but this
Agreement is to be construed as if it were drafted by both parties hereto.
29. Entire Agreement
This Agreement with Attachments A through D constitutes the entire understanding
and agreement of the parties.
30. Waiver
No breach of any provision can be waived unless in writing. Waiver of any one
breach of any provision shall not be deemed to be a waiver of any other breach of the
same or any other provision hereof.
31. Termination
A. This Agreement may be terminated by either party upon thirty (30) days written
notice in the event of substantial failure of the other parry to perform in
accordance with the terms of this Agreement. Each party shall have twenty (20)
days following date of such notice within which to correct the substantial failure,
giving rise to such notice. In the event of termination of this Agreement, City
shall within thirty (30) days pay Consultant for all the fees, charges and services
performed to City's satisfaction by Consultant, which finding of satisfaction shall
not be unreasonably withheld. Consultant hereby covenants and agrees that upon
termination of this Agreement for any reason, Consultant will preserve and make
immediately available to City, or its designated representatives, tracings, plans,
specifications, maps, survey notes, correspondence, or records related to work
paid for by the City and required for its timely completion, and to fully cooperate
with City so that the work to be accomplished under this Agreement may continue
within forty-five (45) days of termination. Any subsequent use of such incomplete
documents, other than their originally intended use, shall be at the sole risk of the
City, and the City agrees to hold harmless and indemnify Consultant from any
claims, losses, costs, including attorney's fees and liability arising out of such use.
Consultant shall be compensated for such services in accordance with Attachment
B.
B. This agreement may be terminated for the convenience of the City upon thirty
(30) days written notice to Consultant. Upon such notice, Consultant shall provide
work product to City, and City shall compensate Consultant in the manner set
forth above.
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C. Following the effective date of termination of this Agreement pursuant to this
section, the Agreement shall continue until all obligations arising from such
termination are satisfied.
32. Remedies
Section 9-1.10 of the Caltrans Standard Specifications is hereby specifically waived
and not applicable to this Agreement. The parties hereto otherwise agree not to be
bound by any other requirements for binding arbitration of any dispute arising
hereunder. Disputes shall be resolved by agreement of the parties, or upon the failure
of such agreement,by direct application to the Courts.
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed as of the day and year first above shown.
CITY OF SAN BERNARDINO
By:
Mayor Judith Valles
Approved as to form Approved as to program:
and legal content:
James F. Penman, CITY OF SAN BERNARDINO,
City Attorney Development Services Department
By:
By:
Director
CONSULTANT,
Architect Milford Wayne
Donaldson, FAIA, Inc.
By:
(Signature)
Name:
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REQUEST FOR PROPOSAL TO PROVIDE
ARCHITECTURAL AND ENGINEERING
SERVICES FOR THE
SAN BERNARDINO
SANTA FE STATION
REHABILITATION AND
ADAPTIVE REUSE
SAN BERNARDINO, CALIFORNIA
PREPARED FOR:
THE CITY OF SAN BERNARDINO
DEVELOPMENT SERVICES DEPARTMENT
300 NORTH D STREET
SAN BERNARDINO,CA 92418
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PREPARED BY:
ARCHITECT MILFORD WAYNE DONALDSON, FAIR, INC.
530 SIXTH AVENUE
SAN DIEGO,CALIFORNIA 92101
(619)'_39-7888
April 2, 1999
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TABLE OF CONTENTS
SECTION I UNDERSTANDING AND APPROACH TO THE PROJECT
SECTION II EXPERIENCE
SECTION III NON-CONFLICT OF INTEREST STATEMENT
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San Bernardino Santa Fe Station JU1Y 1.i, 191S
SECTION I
L-NDERSTAINDViG AND APPROACH
TO THE PROJECT
A. APPROACH TO THE PROJECT
The City of San Bernardino's goal is to rehabilitate, seismically. retrofit and adaptively reuse the Santa Fe
Station Building. Architect Milford Wayne Donaldson. FAIA's approach is to help the City reach its goal by
developing an adaptive reuse strategy. The City, through a future Master Plan of the area. is considering the
Santa Fe Station's future as a public transportation center which could include uses as a full service Amtrak
passenger station, permanent crew facilities for Metrolink and a bus travel terminal.
Analysis of the San Bernardino Santa Fe Station for rehabilitation and adaptive reuse requires new ideas and
a vision to establish a successful design. Architect Milford Wayne Donaldson, FAIA has extensive experience
with similar transportation projects involving sensitive planning issues, community input. budget constraints
and the adaptive reuse of historic buildings. Most of these projects have been listed or are eligible to be
included on the National Register of Historic Places and they have been rehabilitated according to the
Secretary of the Interior's Standards for Rehabilitation of Historic Buildings.
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Architect Milford Wayne Donaldson, FAIA will lead a team of highly qualified consultants in the rehabilitation
and adaptive reuse of the Santa Fe Station at San Bernardino. Architect Milford Wayne Donaldson, FAIA will
assist the City of San Bernardino and the San Bernardino Associated Governments in the development of
"take-part community stakeholders'workshops"in order to inform and solicit community opinion regarding
the scope,focus and priorities for the project. Architect Milford Wayne Donaldson. FAIA will also assist the
City of San Bernardino and the San Bernardino Associated Governments with their compliance mandates with
State and Federal agencies including the State Historic Preservation Officer and the California Department of
Transportation.
The following issues are presented as an "outline of conceptual approaches"to the development of meeting
the City's goals. These conceptual approaches will incorporate creative responses from the City, other agencies
and the community-at-large. The proper development of the Santa Fe Station can provide the City with an
economic boost to the neighborhoods, re-establish the cultural and historical significance of San Bernardino's
contributions as a transportation hub for Southern California and serve as a model for future development for
the City of San Bernardino.
1. Preliminary Design Concepts
The construction of Interstate 21 5 separated the Santa Fe Station site from what has been traditionally
considered a part of dokkmo�%n San Bernardino. The Santa Fe Railroad and Historic Route 66 were
instrumental in the development of the San Bernardino Valley and Southern California and both connected the
east and west sides of the valle%. Because of the division created by the Interstate 215. the "Santa Fe Area"
is now considered a part of the %kest side. This area is separated on many levels from the Civic Center and
downtown. The physical division represents cultural and economic "boundaries" as well.
Although the traditional link %i ith the downtown has been lost. a revitalized Santa Fe Station can serve as a
y renaissance. This revitalization should embrace the culture of the Santa Fe
new focal point for a communit
Area captured in an historic context reflective of the past glory and grandeur of the building and site. It should
reach beyond perceived boundaries to draw people into the community lending economic and cultural stimulus.
The Santa Fe Station has the opportunity to create its theme around trains and rail transportation, celebrating
its rich history and significance to the region. Through creative partnering with train clubs and the railroad
there is the potential for train festivals and a rail-themed museum, exhibits, retail, entertainment and dining.
These elements will start to drive the "economic engine" that is necessary for the revitalization effort.
Linkages to the successful Route 66 Festival should be encouraged.
In the 1990s with the rebirth of the rail transportation of Metrolink and the City's adoption of the San
Bernardino Bicycle Facilities Master Plan,a linear system of ground transportation other than the automobile
was put into place. The opportunity for the economic development, the social integration and the cultural
diversity of the City could be realized by the rehabilitation of the Santa Fe Station. The Santa Fe Station offers
generous spaces to invite urban plaza activities such as farmers' markets, the celebration of art programs,
music and ethnic festivals and a place to meet casually arriving/departing friends and business associates. A
special district acting as a destination point can be created utilizing shade, water, color, texture, seating areas,
cafes, shops and Museum activities relating to railroad history.
The west side of San Bernardino provides the City with enormous opportunities to create a vision of energy,
historic preservation and cultural identity centered around the greatest historical icon of the area. the Santa
Fe Railroad Station. There is a need for the west side to capture a sense of place where people are drawn by
the unique character and urban activity.
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2. Significant Approval Issues
The City of San Bernardino and the San Bernardino Associated Governments (SANBAG) are the current
owners of the Santa Fe Station.
A federal Transportation Enhancement Activities grant and other sources of funding will be utilized for this
project. The use of Federal funds requires preparation of documents for compliance with Section 106 of the
National Historic Preservation Act, as amended. The Federal Highway Administration, with oversight
provided by the California Department of Transportation, is the lead agency for approval of the environmental
document. The City has been designated as the responsible agency for completing the necessary reports and
studies to support the environmental review.
The Building is designated as a California Point of Historical Interest(CPHI-53), and identified as a local
landmark in the City's General Plan. As part of the project, Architect Milford Wayne Donaldson, FAIA, Inc.
will be responsible for preparing the National Register of Historic Places Registration Form and supporting
documentation for submittal to the California Office of Historic Preservation and the State Historical
Resources Commission.
The following significant approval issues will be considered by Architect Milford Wayne Donaldson, FAIA
(MWD)during the preliminary design phase:
a. Compliance with Section 106
Because a federal Transportation Enhancement Activities grant will be utilized for this project,
cultural resource studies are subject to the procedures and review of the State of California Department
of Transportation (Caltrans) and the Federal Highway Administration (FHWA). These studies are
required by Advisory Council on Historic Preservation (ACHP) regulations (36 CFR 800) for
implementing Section 106 of the National Historic Preservation Act (NHPA). Section 106 studies
provide the information necessary to satisfy legal requirements for environmental documents under the
National Environmental Policy Act (NEPA), for consultation with the State Historic Preservation
Officer(SHPO),and for complying with the California Environmental Quality Act(CEQA). Caltrans
acts as a coordinator in the Section 106 process, but the final responsibility to carry out this regulation
belongs to the F H W A.
MWD will perform all studies required by the FHWA/Caltrans procedures (as described in the
Caltrans Guidance for Consultants)to identify historic properties within the Area of Potential Effects
in accordance with Section 106. MWD will prepare an Area of Potential Effects Map, all necessary
California Historic Resource Inventory Forms (DPR 523 forms), an Historic Architectural Survey
Report (HASR) and an Historic Property Survey Report (HPSR) in order to obtain SHPO
concurrence with survey findings. MWD will then prepare a Finding of Effect report for all National
Register-listed or-eligible historic properties and provide appropriate sections of the NEPA and CEQA
documents for the proposed project.
b. Sections 1 10 and 1 l2 Compliance
Sections 110 and 112 of the NHPA have limited applicability for the rehabilitation of the Santa Fe
Station in San Bernardino. Section 110, for the most part, applies to historic properties that are under
the jurisdiction or control of a federal agency,which is not the case for the Santa Fe Station. The only
applicable subsections of Section 110 are(a)(2)(C)through(a)(2)(E)and(k), which discuss projects
that will be potentially affected by agency actions. The project would be in compliance with these
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Section 110 subsections as long as it fulfills its Section 106 responsibilities according to the Caltrans
procedures. The only applicable subsection of Section 112 is (a)(1 NB), which requires the use of
qualified professionals as supplied by MWD in the appropriate discipline. Therefore, compliance with
Sections 110 and 112 would require no additional scope of work beyond that required by Section
106.
C. State Historic Preservation Officer(SHPO)Consultation
MWD will be responsible for assisting Caltrans District 8 with Section 106 consultation as needed.
including preparation of correspondence with the California SHPO and FHWA. MWD has a great
deal of experience in the Section 106 consultation process. Typically. District 8 prepares any FHWA
or SHPO correspondence based on the information provided in the reports.
d. Area of Potential Effects
Pursuant to 36 CFR Part 800.4, federal agencies are required to establish an Area of Potential Effects
(APE) in consultation with the California State Historic Preservation Officer(SHPO). The APE is
defined as "the geographic area or areas within which an undertaking may cause changes in the
character or use of historic properties, if any such properties exist" [36 CFR §800.2(c)]. The APE
will be determined through consultation with Caltrans District 8, an APE map will be prepared and
approved by District 8,and signed by FHWA. Because the project is the rehabilitation of an historic
property. the APE will probably be limited to the Santa Fe Station parcel.
e. Preparation of California Department of Parks and Recreation (DPR) 523 Forms
In consultation with Caltrans District 8, the Santa Fe Station(and any other buildings that may be in
the APE) would be examined in detail, site-specific research performed, and findings of National
Register eligibility presented on California Historic Resources Inventory Forms(DPR 523 version
1195).
According to Caltrans procedures, the application of National Register criteria will be presented on
the State of California's DPR 523 forms for recording historical resources. including a detailed
description of the building and a statement of its significance. The forms are required by the
Regulations for California Register of Historical Resources that were formally adopted by the State
Historical Resources Commission on January 1, 1998. and are appropriate for Section 106
consultation. At a minimun-L these regulations require that a qualified architectural historian complete
a Primary Record(DPR 523A)and a Building, Structure, and Object Record (DPR 523B).
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The Request for Proposal (RFP) states that a National Register of Historic Places Registration
Form be prepared for the Santa Fe Station. this requirement is redundant with the preparation of the
DPR 523 form, but has been budgeted in the cost proposal. The DPR 523 form will satisfy the
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Section 106 requirements that the Santa Fe Station be determined eligible or ineligible for the National
Register by a federal agency,and the finding concurred with by the SHPO. If it is determined eligible
for the National Register by consensus between a federal agency and the SHPO, it has the same legal
standing as if the Santa Fe Station were individually listed on the National Register.
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f. National Park Service(NPS)/ State Historical Preservation Officer(SHPO)
The City proposes to rehabilitate and seismically retrofit the Building consistent with the Secretary of
the Interior's Standards for Rehabilitation and Guidelines for Rehabilitating Historic Buildings
(Standards). The adaptive reuse strategy for the Santa Fe Station will be determined through an
adaptive reuse analysis and through the"take-part community stakeholders' group workshops"
to be conducted by the City and Architect Milford Wayne Donaldson, FAIA. Consideration may be
given to the Santa Fe Station's future use as a public transportation center which could include such
elements as a full service Amtrak passenger station.permanent crew facilities for Metrolink,and a bus
travel terminal.
Since there are federal funds involved in the rehabilitation of the Santa Fe Station and for
improvements to the grounds, the NPS and SHPO would require review of the project. Architect
Milford Wayne Donaldson, FAIA will prepare all documents and interface with the NPS and SHPO
to receive final approval.
g. Effects Analvsis
Assuming that the Santa Fe Station is found eligible for inclusion in the National Register of Historic
Places, then the Criteria of Effect and Adverse Effect (36 CFR 800.9) must be applied, and the
SHPO's concurrence m=ain requested. Even though the rehabilitation would be done in accordance
with the Secretan's Standards. Caltrans Guidance requires that a separate report, The Finding of
Effect, be prepared that documents the application of the Criteria of Effect and Adverse Effect.
Because this is a rehabilitation project, the finding on the Santa Fe Station is anticipated to be "no
adverse effect". The Finding of Effect will provide the basis for the effects analysis required in the
environmental documents. In the event that Caltrans also requires preparation of an Archaeological
Survey Report by a consultant for this project. MWD will add the services of a qualified
archaeologist, which has not been budgeted in the cost proposal.
h. Investigations and Findings Regarding Hazardous Materials and Toxic Waste
Investigations have been made for hazardous materials (lead based paint, asbestos, and pigeon
droppings) and toxic waste (PCB and hydrocarbons). This investigation needs to be supplemented
with a mitigation plan prior to the construction work start date. Architect Milford Wayne Donaldson,
FAIA recommends that a plan for mitigation of such materials be developed during this phase of
development. Our insurance requirements prohibit direct contracting with hazardous materials
consultants. Architect Milford Wayne Donaldson, FAIA, however, is pleased to interface with a
hazardous materials consultant to help
preserve important features or historic
fabric of the Santa Fe Station that may
contain hazardous materials.
I. City of San Bernardino Approvals
Architect Milford Wayne Donaldson,FAIA + _
and the consultants have been fortunate in
the past to work with the City of San
Bernardino approval process. We
anticipate a smooth approval process and 1
will work diligently to provide the City with
the personal service it expects for a project of this large scope,environmental sensitivity
and historic preservation complexities. -
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Since the Santa Fe Station is located in an Industrial/Heavy Commercial district. the Santa Fe Station
would be processed through a "Development Permit Type II," which is specified for
rehabilitation adaptive reuse, re-establishing use projects. The Type If permit will be processed
through the Planning Department via the Development/Environmental Review committee. The review
period would take approximately 30 days and may include a public workshop to solicit community
input. MWD's approach is for the project to retain the Santa Fe Station's transportation-related
functions, and may include other amenities such as entertainment, shopping. and restaurants.
3. Significant Planning and Rehabilitation Issues
a. Site Development/ Landscaping
The MWD team proposes to research historical photos and available
documentation as necessary to determine to original landscape elements.
Other periods of improvements will be identified. Relevant elements will
be borrowed to create a series of design alternatives for consideration. The
successful elements will be included in the final design and implemented
through the workshop process.
The design of the landscape should focus on providing basic elements to '
make the environment more comfortable and appealing to the basic needs
of visitors as ��ell as making it more festive. The landscaping at the site
has been ignored for several years. The ix- has "taken over" the west
arcade and hides much of the architecture as well as damaging the t
building. Shade. water. and seating are essential. Lighting will provide _
security as well as esthetics. Color.texture. signage and graphics will add
interest and life to the exterior spaces. Paving and plant materials will tie -
various elements together and complete the theme. These landscape
elements should relate historically to the period of construction and the
architecture as «ell as have a railroad theme "as appropriate."
The development of a Museum of the San Bernardino Railroad
Historical Society,(SBRHS)to the east of the Santa Fe Station could be -
considered as a potential planning element at this stage of the program. '
The challenge of SBRHS is "to bring to life the soul and spirit of days
gone by through the preservation of an education about our railroad
heritage. Therefore.we must aspire to preserve a clear vision of the past,
in order to inspire the imagination of future generations." The SBRHS -=-��
also wishes to display Santa Fe Engine#3751.
b. Bus Loading. Parkins. Site Circulation � a
As visitors arriN a at the site thev become confused and disoriented. Detail
studies need to be made to determine how the adaptive reuse will impact
the traffic around the Santa Fe Station and how the new uses can be
serviced. The circulation needs of the Metrolink and Amtrak will be
addressed. Consideration will be given to the Santa Fe Station's future
use as a public transportation center.
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Additional planning investigations regarding traffic issues will be
required to substantiate the solutions. Truck loading. bus circulation
and visitor parking are of particular concerns.
Am!
C. Accessibility Issues
Accessibility to meet the Americans with Disabilities Act (ADA) will
be a major consideration in the development of the Santa Fe Station for
adaptive reuse. Architect Milford Wayne Donaldson. FAIA helped in
the preparation of the National Park Service's Preservation Brief 32:
Making Historic Buildings Accessible and has used the State
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Historical Building Code accessibility alternatives for many years.
Specific care needs to be given to the remodel of the Santa Fe Station's
interior spaces to comply with the Secretary of the Interior's for
Rehabilitation Projects. There are alternative access compliance
solutions available. These alternatives need to be considered when
preserving the historic fabric of the Santa Fe Station while meeting the
requirements of ADA.
d. Functions of the Amtrak Personnel
Currentiv. Amtrak staff sells tickets. moves baoaage and even cleans s
toilets. With the rehabilitation of the facility the current staffing needs
have to be assessed. Securitv and late hour operation requirements of
the complex require further study in order to support a full-time
economic use of the Santa Fe Station. The potential for full-service
Amtrak passenger service, freight service and permanent crew
facilities for Metrolink will be analvzed.
e. "Harvev House" Restaurant
Further study needs to be made on the location and economic viability of a restaurant or cafe with
the Santa Fe Station. The former location of the Harvey House Restaurant offers an excellent
opportunity for the development of a new theme restaurant. Refreshment centers could also be
provided by portable carts outside the historical lobby. It may be possible to include a small
convenience cafe in addition to a larger restaurant theme restaurant.
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f. Interior Rehabilitation of the Santa Fe Station
The interior spaces of the Santa Fe Station will be
rehabilitated consistently with the Secretary of the
Interior's Standards.
The adaptive reuse strategy for the Station will be through
a series of"take-part community stakeholders' group - -
workshop"and analysis by the Cin and Architect Milford
Wayne Donaldson. FAIA. The use of the State Historical
Building Code. previously successes we have had with "
hazardous material remediation. the level of seismic '
retrofit and abilin- to find and specific archaic building
materials and construction techniques will be developed
during this phase.
g Marketing Concerns
As the desired uses for the Santa Fe Station are developed through the communit} stakeholders' group
workshop process.there needs to be a confirmation of potential marketing and economic viability
of these uses.
The marketing strategy will allow a realistic approach towards the challenge of the development of the
site. The strategy will include the intermediate adjacencies of the Latino community and related
businesses. In this way, the social and political agendas for the improvement of the area will have
an economic basis for their development and the potential of phasing the project.
The City will have the ability to implement a vision, the authority to make the truly creative
decisions for the development of the Santa Fe Station area, and an opportunity to receive
cumulative economic benefits.
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B. SCOPE OF SERVICES
1. Task I: National Resister of Historic Places Nomination
The San Bernardino Santa Fe Station is currently a designated California Point of Historical Interest
(CPHI-53)and is identified as a local landmark in the City's General Plan. The National Register of
Historic Places Nomination will be prepared in accordance with the National Register Bulletin 16A:
How to Complete the National Register Registration Form and will be submitted to SHPO with its
supporting documents. This task can occur concurrently with the other project tasks.
a. Initial Organization
1) Initial literature review from the following sources:
• California Point of Interest submission.
• City of San Bernardino General Plan: Local Landmark nomination/
documentation.
• Research at California State University at San Bernardino.the University of
California at Riverside. Redlands University,the University of California at
Los Aneeles and Public Libraries in San Bernardino and Riverside.
• David Bricker, Caltrans Historian.
• San Bernardino Historical Society.
San Bernardino Railroad Historical Society.
State of California Railroad Museum. Sacramento, CA.
• Past cultural resource studies, environmental assessments, master plans,
related historic inventories, structural reports, real property inventories,
building plans,historical studies and descriptive reports available from local
and state governmental sources.
1 Santa Fe Railroad Archives.
2) Personal interviews with significant individuals (if applicable).
3) Site walk-through and photograph documentation.
b. Preparation of the National Register of Historic Places Nomination Form.
1) Submit draft form to the City of San Bernardino and SANBAG for review and
comment.
2) Submit a definitive sample of completed forms to SHPO for early technical review.
3) Submit two original sets within 120 days of written approval by the City to SHPO.
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2. Task II: Section 106 Process
The National Historic Preservation Act (NHPA) is the primary
Federal Statute governing historic resources. Whenever federal funds
are involved in a project. Section 106 of the NHPA (16 USC 470f)
requires that federal agencies take into account the effects of their &
undertakings on historic properties, identify ways to avoid and/or
reduce adverse effects, and give the SHPO and the Advisory � --
Committee on Historic Preservation (ACHP) a reasonable
opportunity to comment on any such undertakings. All reports will
be coordinated with Caltrans Cultural Studies Unit. District 8. and
conducted according to Caltrans Guidance for Consultants—The
Section 106 Processes. The Section 106 Process will begin
immediately and will be concurrent to the other tasks.
a. Conduct a walk-through with Caltrans to determine the
project's Area of Potential Effect and prepare the Area of
Potential Effect Map.
b. Conduct a field study including historic photographs and
prepare the Primary Record Department of Parks and
Recreation form 523A and/or the Building. Structure, and
Object Record DPR 523B for each relative property involved
within the project's APE
C. Prepare a Historic Architectural Survey Report and the Historic Property Survey Report.
d. Determine if an Archaeological Report is necessary.
e. Apply the Criteria of Effect and Adverse Effect and request SHPO's concurrence. Prepare
the Prepare a Preliminary Finding of Effect Report.
f. Submit a preliminary Historic Property Survey Report to Caltrans for their review and
comment.
g. Conduct a public meeting (separate from the "take-part community stakeholders' group
workshop").
h. Obtain proper Caltrans signatures on the APE.
i. Prepare a Final HPSR and submit to the City of San Bernardino and to Caltrans for their
distribution to FHWA, SHPO, and the ACHP.
j. Prepare a final,stand-alone Finding of Effect Report and submit to the City of San Bernardino
and to Caltrans for their distribution to FHWA.SHPO,and the Advisory Council on Historic
Preservation.
1-10
3. Task III: Rehabilitation Analvsis
Research and investigations allow Architect Milford Wayne Donaldson, FAIA to define the existing
parameters and the potential adaptive reuse scenarios for the Santa Fe Station.
a. Initial Organization-Obtain additional engineering studies from the City of San Bernardino.
1) Records of existing drawings and test reports(i.e.,Phase II Site Assessment Report).
2) Previous Structural Reports (i.e.. Modification for Seismic Integrity for San
Bernardino Railroad Depot).
3) Existing Building and Safety Structural Inspection Records.
b. Definition of Concerns
1) Review ofbackground information and define additional
information needed.
2) Assist the City of San Bernardino in developing a
"Stakeholders Group." Groups that have been
identified as possible stakeholders are:
• San Bernardino Historical Society.
• Cal State San Bernardino.
• Westside Business Group.
• Caltrans District 8. a
• Burlinc-,ton and Northern Santa Fe Railroad.
• San Bernardino County Museum.
• San Bernardino Archaeology Information
Center.
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• Metrolink. i
• Santa Fe Railroad.
• Amtrak.
• San Bernardino Railroad Historical Society.
• City Council Representatives.
• County of San Bernardino Board of
Supervisors Representatives.
3) Verify utility information including off-site facilities.
4) Investigate the Santa Fe Station.
• Prepare detailed measurements of the Santa Fe Station. Photocopies of the
original drawings are available but the set is not complete. These drawings
cannot be easily reproduced and the originals cannot be found.
• Photographic documentation.
5) Schematic documentation of existing conditions.
• Generate an updated list of improvements
necessary for the rehabilitation of the Santa Fe
Station. including a brief description of the
work needed. The improvements will be
keynoted on the drawings.
6) Code Investigation - Code impact investigation
including compliance with Title 24. Accessibility
Standards. fire and life safety concerns and the
proposed adaptive reuse criteria in accordance with the
State Historical Building Code.
7) Determine the City and SANBAG's budget for the scope of work.
1-11
4. Task IV: Adaptive Reuse Analvsis
Rehabilitation and adaptive reuse of the Santa Fe Station in San Bernardino requires ne%k ideas and
a vision to establish a successful design. The Adaptive Reuse Analysis allows us to define the
diversity of concerns of the individuals and groups involved. Architect Milford Wayne Donaldson.
FAIA can then organize the solutions which most effectively establish and verifj the program. The
program will be in accordance with the Secretary of the Interior's Standards for Rehabilitation, the
State Historical Building Code and appropriate
National Park Service Preservation Briefs.
Ll
F.&E
Meeting with the City of San Bernardino.SANBAG.
the consultant team and Stakeholders Group to
discuss an overview of the approach to the project.
The meeting will be a workshop in order for each
group to express their interest and vision for the
project. All suggestions will be recorded and 1
presented in the final document. The primary R
agendas of the "take-part stakeholders' group
workshop" focus on outcomes which produce ✓' _ - '"' ''
benefits that genuinely improve the quality of the
development of the Santa Fe Station with respect to
social and cultural concerns.
a. Prepare two (2) Schematic Improvement Plans based upon the suggestions gathered from
the workshop. Review the adaptive reuse opportunities and constraints of the Santa Fe
Station and immediate site.
b. Provide a rehabilitation plan and scope of work illustrating the potential impact to primary
and secondary historic fabric of the Santa Fe Station.
C. Develop a seismic retrofit analysis based upon each adaptive reuse scenario. The following
criteria will be used:
I) Documentation of the extant structural system using record drawings, field
measurements and photographs is the first step. Preliminary computations are made
to identify earthquake hazards and other deficiencies based on the documented
preliminary drawings. The computations utilize performance criteria of the State
Historical Building Code and current
methodologies for seismic assessment of
existing buildings.
2) Alternatives are identified to reduce the f
hazards based upon the proposed reuse
schemes. Alternatives are listed in priorities
with emphasis on future damage reduction
related to life safety. protection of historic
fabric and deferred maintenance repair.
Listed priorities provide an outline for
phasing the project and for establishment of
opinions of construction costs.
3) The construction costs are related to the
future risk assessment process because
1-12
future intensities and recurrence of around shaking have different probabilities of
annual occurrence. Because the probabilities are generally quite low. it is important
that the present costs anticipated for the project, provide an economic benefit to
minimize future down time of the facility.
d. Heating,venting. and air conditioning, electrical and plumbing shall be investigated for each
schematic plan.
e. Provide preliminary construction cost estimates for each of
the tuo(2) proposed schematic improvement plans.
f. Provide development marketing and operational costs for the
adaptive reuse of the Santa Fe Station.
g. Conduct a "Stakeholders" meeting to discuss the schematic
plans and to choose the most viable plan for the Santa Fe
Station. _ -
h. Finalize the selected plan, prepare marketing analysis. final
cost estimate and obtain City Council approval.
C. PROJECT MANAGEMENT
Architect Milford Wayne Donaldson, FAIA and all sub-consultants understand the project scope for cultural
resources and the schedule surrounding City,State and Federal projects. MWD's professional office staff has
more than adequate personnel to perform the work in the scheduled time.
Architect Milford Wayne Donaldson.FAIA utilizes the team approach during all tasks of the project. Architect
Milford Wayne Donaldson,FAIA along with the consultant team,City and SANBAG personnel will determine
the direction of the project.
For each task. the team will present materials to the City and SANBAG. The presentation materials may
include bar graphs, colored flow charts, sketches, photographs and computer images.
Typically, Architect Milford Wayne Donaldson, FAIA will prepare a report booklet for each task assigned
summarizing decisions and recommendations, correspondence and meeting minutes and construction cost
estimates. These serve as convenient reference points from which to build the next task of the project.
It is essential that the City of San Bernardino,SANBAG,and Architect Milford Wayne Donaldson,FAIA have
a clear and mutual understanding of the project's aims and objectives, project limitations, design parameters,
schedules, cost constraints and other aspects of this project.
Architect Milford Wayne Donaldson,FAIA will produce a defined,comprehensive Project Management Plan.
A defined Project Management Plan will among other things:
• Ensure quality control.
• Control the documents produced as the project progresses.
• Clearly lay out assignments, schedules and work to be accomplished.
• Provide progress reports and information.
1-13
u 4
• Be compatible with the City of San Bernardino project control systems.
Our Management Plan places emphasis on quality and timely work performance. high visibility reporting. and
control tools which will be applied by experienced staff. They are:
• Clear lines of communication.
• Quality Assurance/Quality Control Program.
• Monthly progress reports.
• In-house scheduling.
The efficient and effective operation of the Architect Milford Wayne Donaldson, FAIA team requires workable
management control techniques coupled with a feasible plan and responsible and committed managers who
have the authority to exercise control. The management tasks described herein are those involved in planning,
programming, scheduling, budgeting, staffing, and controlling the services of the Architect Milford Wayne
Donaldson, FAIA team.
We propose a plan for this project which contains the following elements:
• Project Work Plan
Following negotiations and award of a contract, an integrated formal work program will be executed.
It will address tasks, deliverables, schedules, and budget. A master schedule will show major
milestone events and contract deliverables as identified on an activity network. Work tasks will be
budgeted to Architect Milford Wayne Donaldson. FAIA. Data developed for the work plan will be
displaved so that the progress can be visually monitored on a regular basis and will be available at in-
house project status meetings.
• Cost and Schedule Control
Architect Milford Wayne Donaldson, FAIA will develop and maintain a responsive project control
system using simple but thorough control techniques. Project work performance and resource
expenditures will be carefully monitored to meet contract objectives.
Reviews of system budgets for estimated construction cost are also conducted to control anticipated
project costs during the documentation phases.
Costs and schedule control will provide Architect Milford Wayne Donaldson, FAIA and the City of
San Bernardino and SANBAG with the data necessary to make decisions required to meet project time
schedule and objectives. The status of deliverables and inputs will be reported on a timely basis to
closely monitor performance and identify problems.
• Progress Reports
Architect Milford Wayne Donaldson, FAIA will prepare in-house work progress reports to
document work efforts and progress. Work progress reports will focus on progress made, problems
encountered, efforts to solve problems, forecasted major events and anticipated difficulties. Reports
will include specifics such as times, dates. and places to present a clear picture of project status.
Technical progress, special technical studies, administrative problems, subcontracts, staffing and
management activities will be included in the reports.
• Quality Assurance/Quality Control
Architect Milford Wayne Donaldson, FAIA has an exceptional record of work performance in both
1-14
the public and private sector. The success of the project is M W'D's extensive experience in historic
preservation understanding governmental processes and reviews and developing a clear understanding
of the program and budget.
The team operates under a Quality Management program. MW'D's Quality Management is a
continuous process that involves everyone working on the project. Senior staff members experienced
in historic preservation and specific building types direct the Quality Assurance Program. The
following are key elements of the team program:
• Analysis of project scope. client and customer needs.
• Detailed work plan and schedule.
• Coordination meetings prior to start of project.
• Open and direct communication with the City of San Bernardino is established with the
Project Manager.
• CADD management system to ensure compatibility to all system users.
• Regular project coordination meetings. frequency depends on the scope and complexity of the
project.
• Quality control using"Redicheck". an interdisciplinary document checking system.
• Final quality review by senior staff member not affiliated with project.
• MVv D Corporate Architect and Project Manager take overall responsibility for monitoring
product quality and final project quality control.
Quality Control checks are made prior to each submittal to the City of San Bernardino or as scheduled
in the work plan. The Project Manager will use the"Redicheck" system to verify interdisciplinary
coordination after each consultant has performed their in-house quality review. The final review is
performed by an in-house, senior staff member that has not been involved in the project. This allows
a "fresh look" at the drawings for final coordination and construct ability of the project.
D. SCHEDULE
The various phases for the rehabilitation and adaptive reuse analysis of the San Bernardino Santa Fe Station
are designed to overlap and occur concurrently. The processes are also dependent upon several agency reviews
including City, SANBAG, Caltrans, SHPO and the ACHP as well as anticipated public workshops.
1-15
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FEBRUARY, 180.
SOUTHERN
1
CALI FOR N IA
RAI LWAY
.\ • ter .�. _- {', _
�'.;` _— 7�i
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PASSENGER TRAIN SCHEDULES
In effect Febr-jary 23rd, 1896.
,Maus 01 reaftu." a.....���•
NOTICE—The Time Tables herein show the time at,which
trains map be expected to arrive a, and depart from the everal
stations, but thatr arrival and departure at the ime stated li not
guaranteed and the Southern California Ashtray Company reserves
the right to vary from the same at pleasure and without notice.
Where time is not shown trains do not stop.
K. H. WADE, General Manager..................Los Angeles,Cal.
JNO. J. BYIi\E, Gen".Pass. Agent...............Los Angeles,Cal.
S. K. GREGOBy Asst Uen'l Pass.Agt ......Los Angeles,Cal.
.toll r�s-96.
SECTION II
EXPERIENCE
A. EXPERIENCE WITH SIMILAR PROJECTS
Santa Barbara Railroad Station,Santa Barbara.CA will
is being restored to its 1926 period of significance. The
restoration includes period landscaping.parking areas and
the Railway Express Agency and Signalman's Buildings.
The interior ticket counters will be designed to meet
Amtrak*s new security standards while capturing the
historical period. The Union Pacific waiting platform and
the station will comply with requirements of theAmericans
with Disabilities Act (ADA).
loomm Ivy Substation and Media Park, Los Angeles. CA was
F,.<.:_
,;`. '— analyzed for use as a community center. The conversion
and rehabilitation of the City of Los Angeles Landmark
old electric "Red Car' transformer station was completed
under the Secretary of the Interior's Standards for
Rehabilitation. The Americans with Disabilities Act and
Title ?4 accessibility standards were provided. The 1904
building was paid for by the City of Culver City and had to
be reinforced under the Unreinforced Masonry Law,
y Division 88, City of Los Angeles. A Media Park was
{ restored and features added to complement the Ivy
Substation.
Old Town Trollev Station, San Diego, CA is an entirely
new facility combining light rail,Amtrak and bus services.
The trolley station follows the rigid design guidelines for
the San Diego Old Town State Park. Although the Station,
'" t \ and train and bus shelters are new. the 1910 design
complements the architect of the Old Town State Park and
the Secretary of the Interior's Standards for additions to a
historic district.
2-1
Star Builders Company Building,San Diego.CA is a three
q �r story reinforced concrete frame building with concrete
block infill renovated for use as San Diego County offices
with a around floor space to be used as a trolley stop for
the San Diego Redline Trollev. The Amtrak railway is
1z f adjacent to the Star Builders building and special
aw
considerations were given to acoustic and vibration control
in the restoration work. The building has been seismically
' zx — strengthened under the City of San Diego Division 8
I - – Ordinance. The building has been upgraded to meet current
- accessibility standards.
National City Depot Master Plan and Rehabilitation,
National City, CA, was the first station constructed in
California by the Santa Fe Railroad. The Station was built
r in 1882 and served as the first West Coast terminus of the
E Santa Fe transcontinental line. Architect Milford Wavne
ilk li { Donaldson. FAIA. Inc. performed an Historic Property
� ■ ( Survey Report and Finding of Effects for the historic depot
;t j� building as well as prepared the National Register for
Historic Places application in which the property was
s .y
nominated for the Register at a state-wide significance for
a period of significance of 1882-1889. An Historic
American Building Survey (HABS) documentation was
also conducted. The National City Depot is part of the
City of National City's Master Plan to revitalize the
waterfront district. Currently. the project is under
construction and the firm is conducting Construction
Observation Services for the City.
The Marine Corps Air Station(MCAS).Tustin, CA was
designated for closure in 1991 by the Defense Base
Realignment and Closure(BRAC). The principle mission
of the facility (i.e., operations of helicopters) was further
mandated to be transferred to future facilities constructed
_ in Twenty-Nine Palms, as well as at MCAS Camp
Pendleton. It further mandated that MCAS Tustin would
_ close no later than July 1997. The BRAC 1993 reconfirmed
the base closure, but realigned operations at MCAS Tustin
to MCAS Miramar. The closure date established for this
facility by the BRAC 1993 action was July 1999.
An adaptive reuse study report focused on the overall
required expenditures of ownership for three facility use
scenarios. Each scenario triggered different building code
compliance regulations: therefore. different expenditures
of ownership were required for each. The report considered
issues associated with historic preservation. consultation
for"Change of Occupancy" upgrades, and a determination
of what elements of the structures were significant to the
State Historic Preservation Officer.
2-2
.. _= The Long Beach Naval Complex consists of the NAVSTA
and NSY. The NAVSTA contains the 42 acre Roosevelt Base
- Historic District which has been determined eligible for listing
on the National Register of Historic Places by the State Historic
Preservation Officer (SHPO). The Historic District is
composed of eleven historic buildings. one historic structure,
_ three facilities,and one entry gate. The SHPO concurred with
�es�� amp
■■■■ �, ■■■; the Department of `the Navy's recommendation and
determined eligibility as a Historic District on October 25,
p
j
i 1994.
An Adaptive Use and Feasibility Study was conducted in six
z:
weeks to analyze realistic. economically viable adaptive uses
IN _ for the Historic District. The study was completed in
compliance with Section 106 of the National Historic
Preservation Act. The study was prepared because
implementation of the Reuse Plan proposed by the Local
oil -� Redevelopment Authority.the City of Long Beach.would have
an adverse effect on the Historic District. The study included
T two alternative use plans for the building within the Historic
District with consideration to land use. economic development
planning, port planning. and historic preservation issues. The
reuse alternatives that resulted from the study formed the basis
for one or more alternatives to be analyzed in the
Environmental Impact Statement/Environmental Impact
Report that was prepared for the proposed disposal and reuse
of the Naval Complex.
Rancho Los Cerritos Master Plan. Long Beach. CA, listed
2 as a National Register of Historical Place and State Historic
` Landmark- Site 4978, is a municipally funded museum in the
- City of Long Beach and includes a circa 1844 (remodeled in
the 1930's) two-story Monterey-style ranch house. The 19th
_ century domestic adobe has the characteristic blend of Mexican
- and American architecture and is the most significant structure
built on the "Los Cerritos" portion of a 1790 Spanish Land
Grant given to Manuel Nieto. Architect Milford Wayne
Donaldson,FAIA,Inc.performed an architectural conservation
assessment program for the Rancho Los Cerritos. The work
included a detailed building condition analysis.
recommendations for museum conservation and future plans
for staffing needs. Currently, Architect Milford Wayne
Donaldson. FAIA, Inc.. is preparing the Master Plan for the
site.
2-3
Leo Carrillo Ranch. Carlsbad. CA, is an adobe ranch house
with accessory wood and adobe structures built in the mid
1930's and is owned by the C it< of Carlsbad. The ranch house
was designed by Leo Carrillo. a silent screen and television
star known as Pancho of the Cicso Kid series in the 1950's.
'=_ ► ! ;� - '-4 The methods of construction are typical of Mexican Ranchos
Ica y, constructed in the early 1800's. The scope of professional
services included the preparation of an extensive Historic
== Structures Report. detailed site and building photographs were
taken, and stabilization drawings of the existing structures was
prepared. A Master Plan was completed for the City of
Carlsbad in cooperation with KTU+A. Architect Milford
Wayne Donaldson. FAIA. Inc. and KTU+A is currently
working on the Phase I construction of the implementation of
the Master Plan for the Leo Carrillo Ranch.
a;
GROUP
" "•�'' WORKSHOP
The Greater Mid-City Historic District Preservation
Strategy was Commissioned by the City of San Diego to
provide an informational foundation of potential historic
resources and preservation strategies which will be available
for research by planners. historians, property owners,
environmentalists. architects, and others interested individuals
_ and entities. All neighborhoods and districts within a defined
boundary of Mid-City San Diego were surveyed for resources
dating prior to 1945.
The reconnaissance survev was conducted in accordance with
' the National Register Bulletin 24. Guidelines for Local Surveys:
' A Basis For Preservation Planning and included over 40,000
buildings, structures,and significant pieces of landscaping and
i urban development.
z
2-4
i
I
I
i
_. The Claremont Transit Facility was built in the late 1920's
and represents the characteristics of the Spanish Colonial
- -_ �� _�- architectural style. The City of Claremont realized an
= opportunity for the revival of the old train depot by converting
it into a community-wide transit facility. The transit center
-= will become the focal point for the provision and integration
s--
---� of public transit services to include Kiss & Ride facilities.
'� �A •`" accommodations for bus. taxi's and rail services as well as
the pedestrian link to the future park & ride facilities to be
located at College Avenue and First Street. The design concept
will link the depot site to the Civic Center. the Village
- _ Commercial core and to the nearby Claremont Colleges, while
preserving the distinctive character of the City. Rich plaza
! paving, color. textures, signage and graphics, and landscape
materials are elements of design that add to the friendly quality,
and sense of place. The depot will become that special place
• for the community as an active center for a variety of civic
•r functions. and as a destination for those living in the region.
--K — - IVY Landscape Architects. Inc.'s (formerly The Dike
Partnership's) responsibilities included preparation of design
3 and construction documents for the transit facility site and
schematic design for the park& ride improvements at College
"1 and First Street.
i
Angel's Flight, Los Angeles. CA. Restoration of a wood
framed and unreinforced concrete station house. Restoration
of an unreinforced concrete entrance monument and the
restoration of a wood framed funicular cars and operating
system. All existing structures were relocated to a new site in
which Krakower & Associates prepared the new site
foundation system to receive the relocated historic structures.
Mission Inn,Riverside.CA. Surveying and mapping the Sixth
s�} Street bridge between the Inn and Annex for the City
Redevelopment Agency. Surveying and design of integrated
trash compactor and parking structure with historic Mission
Inn annex for Tilden-Coil Constructors.
2-5
B. QUALIFICATIONS
The following consultants have been added:
1. Myra Frank& Associates,Historic Resources Surveys
Myra Frank&Associates has worked on two projects
that required an historic evaluation of major portions
of the AT&SF Yard in San Bernardino: the Interstate 9
215 Widening and Interchange Improvement
Project(1992. for Caltrans District 8) and the Santa
Fe Intermodal Facility anion Project ect EIR
P j F49P i
(1995, for the City of San Bernardino). As a result of
the historic research and analysis completed for these
two projects, MFA has accumulated a great deal of
background and contextual information on the Santa
Fe Station and the former vard. MFA has also � �
developed broad experience in completing Section 106
projects and with Caltrans procedures.
Since 1980, Myra Frank & Associates (MFA) staff members have undertaken architectural and historical
surveys in numerous metropolitan and rural areas in states as diverse as California, Texas. Colorado. Ohio.
Indiana,and Florida. Depending on the type of project, these surveys are often quite large, as typified by: the
60/91/215 Interchange Improvement Project in Riverside and San Bernardino Counties (1993-1997, for
Caltrans District 8), for which over 1,500 properties were recorded; the Alameda Corridor(I 994)and North
End Improvements(1997, for Caltrans District 7),which included a former railroad depot and the AT&SF yard
in Los Angeles; I-10 HOV segments l to 3 (1995, for Caltrans District 7). the Barham/Cahuenga Project
(1997, Caltrans District 7); the I-110 Transitway PSR (1998, Caltrans District 7): the Magnolia Boulevard
Widening Project (1999. Caltrans District 7); the Santa Monica Boulevard Transit Parkway Project (1999,
Caltrans District 7),and the City of Los Angeles Community Plan Revision Program, for which over 135.000
pre-1950 properties were evaluated and which through 1999 has resulted in recordation of over 20,000
significant properties. MFA has completed numerous other projects requiring Section 106 Historic Resources
Surveys and SHPO concurrence in Southern California, including: the NOS-ECIS project (1999); the
Wastewater Facilities Plan Update (1989). and the Metro Rail Red Line (1994) and East Side Extension
(1997).
2. Economic Research Associates,Marketing
Economics Research Associates (ERA) will assist Architect
Milford Wayne Donaldson, FAIA (MWD) in its formulation
of an historic preservation and redevelopment program for the -
San Bernardino Santa Fe Station Building. ERA is familiar Y•-
with this site having performed assignments in the past for '?
private developers along the Mt.Vernon Avenue corridor, and
through economic development work at the former site of Air =
Force Base. `
2-6
ERA has been very active with both economic
development assignments throughout the Inland Empire
in general. and in the San Bernardino region - � -
specifically. In addition. ERA is well versed as a firm -
in the opportunities and constraints afforded by joint
development along side transit stations in Southern
California--having performed similar analyses for
Metro Link Stations in Chatsworth and Pomona and for
a series of Metro Blue Line Station sites for the Los
Angeles MTA.
In this study.the City seeks to identify a mix of viable
economic activities that could take place at this station
site. taking advantage of both the transit-oriented -
opportunities engendered from increased traffic flows
through the site, along with opportunities afforded by
the maintenance and restoration of this historic
property. In this assignment. ERA will identify the market for both categories of real estate development that
might be in demand in San Bernardino, including, but not limited to office, general commercial, institutional,
and other issues, and will serve to identify specific types of potential users to be explored during the
rehabilitation process.
3. Korve Engineering, Transportation Engineers
KORVE's transportation planning experience covers the full range of public agency and development planning.
from regional policies and plans, new towns, and travel demand studies to specific plans and downtown and
neighborhood plans. KORVE is a leader in multimodal planning, including transit/TDM plans, multimodal
transportation centers, and highways. The firm incorporates new theories and methods that link land use,
transportation, and air quality solutions. To assist with project implementation. the firm routinely identifies
funding sources, strategies, and programs, including federal, state, and local funding. community facility /
assessment districts, fee programs, development agreements, and joint development / public private
partnerships. KORVE planning professionals work skillfully with community groups and multiple agencies on
highly sensitive projects.
i
KORVE possesses broad experience in all aspects of traffic engineering. The firm's capabilities include data
ollection, safety studies, capacity assessments, operations analysis, geometric design. signal design, and
simulation analysis.Having completed the traffic elements of numerous environmental impact studies. KORVE
is well versed in the intricacies of CEQA and NEPA requirements, and in the Caltrans project approval process.
The firm also has in-depth knowledge of local traffic impact and congestion management criteria. Data
s
collection capabilities include standard traffic surveys as well as specialized surveys employing, for example,
videotape origin-destination methods. When assessing traffic capacity and analyzing traffic operations,
KORVE employs the most up-to-date software in combination with reliable. time-proven techniques.
1 Southern Pacific Railvards Area Specific San Francisco Bay Crossing Study
Plan City of Los Angeles Bicycle Master Plan
• Oakland/Alameda County Coliseum Makati District Transportation Plan,
Expansion Project Manila
• Union Station/Alameda District Plan Downtown Los Angeles Strategic Plan
• Vasona Corridor Light Rail Extension Michigan Statewide Model Development
2-7
• Mather Air Force Base Reuse Study Folsom DMU Study
• Crenshaw Corridor Preliminary Planning Vasona Corridor Light Rail Extension
Study Cross Valley Railroad Study
• U.S. 101 Corridor MIS Fresno Railroad Corridor Preservation
• San Bernardino County Transportation Plan Study
• San Mateo Travel Demand Forecasting Salt Lake City Light Rail Project
Model Operation Port of Oakland Intermodal Study
• Southern Pacific Railyards Projects Ventura County Comprehensive Railroad
• TCRP Project A-5: Integration of LRT Into Plan
City Streets Martinez Intermodal Facility
• San Gabriel Valley Railroad Grade GEBROC Gilroy Caltrain Extension
Crossing Study Emeryville Amtrak Station
• Woodland/Davis DMU Study Hayward Amtrack Station
• Caltrain Commuter Rail Extension
2-8
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SECTION III
CONFLICT OF INTEREST
A. CONFLICT OF INTEREST
The proposed work as described in the Request for Proposal will not result in a conflict of interest for
Architect Milford Wayne Donaldson, FAIR, Inc. or any members of the consultant team.
-AAA't.L �6� L 4_.._.
Milford Wayne Donaldson FAIA, President
April 2, 1999
i
Y
3-1
`s
5
REHABILITATION,ADAPTIVE REUSE
AND SECTION 106 PROCESS
FOR THE
ATTACHMENT "B"
SAN BERNARDINO
SANTA FE STATION
SAN BERNARDINO, CALIFORNIA
1
z
3
FEE PROPOSAL SUBMITTAL
ARCHITECT MILFORD WAYNE DONALDSON, FAIA, INC.
530 SIXTH AVENUE,SUITE 100
SAN DIEGO,CA 92101
(619)239-7888
1 .P
April 19,1999
j
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
SAN BERNARDINO SANTA FE STATION
REHABILITATION AND ADAPTIVE REUSE
FEE PROPOSAL
April 19, 1999
A. PROPOSED WORK EFFORT
Task I: National Register
Discipline Hourly Rate Hours Total
-Architect Milford Wayne Donaldson,FAIR
Corporate Architect $120 6 $720
Report Writer $80 40 4,000
Clerical $50 4 200
Reimbursable Expenses 500
Task I Total $5,420
Task II: Section 106
Discipline Hourly Rate Hours Total
• Architect Milford Wayne Donaldson,FAIA
Corporate Architect $120 20 $2,400
Project Manager $80 30 2,400
Technical Manager/Report Writer $80 60 4,800
Clerical $50 20 1,000
-1-
i
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
Task II: Section 106
Discipline Hourly Rate Hours Total
• Myra Frank& Associates
Project Manager $115 39 4,485
Architectural Historian 1 $96 24 2,304
Architectural Historian 2 $50 96 4,800
Graphics $45 16 720
Reimbursable Expenses 5,260
Task II Total 528,169
Task III• Research and Investigation
Discipline Hourlv Rate Hours Total
• Architect Milford Wayne Donaldson,FAIR
Corporate Architect $120 10 $1,200
Project Manager $80 20 1,600
Technical Manager $80 30 2,400
Intermediate Designer $70 15 1,050
Clerical $60 22 1,320
• Krakower& Associates
Structural Engineer $80 28 2,240
Draftsperson $70 12 840
Clerical $50 8 400
-2-
MILFORD WAYNE DONALDSON
A R C H I T E C T
-0
Task III• Research and Investigation
Discipline Hourly Rate Hours Total
• JN Beeler& Associates
Project Manager $72 4 288
• Van Buuren Kimper Engineering
Principal $110 4 440
Electrical Engineer $80 10 800
Electrical Designer $65 8 520
1 Draftsperson/CADD $50 32 1,600
Clerical $35 4 140
• Bechard Long & Associates
Mechanical Staff Engineer $75 2 150
Mechanical Designer $60 8 480
Plumbing Staff Engineer $75 2 150
Plumbing Designer $60 8 480
• Ivy Landscape/IDLA
Principal $110 5 550
Sr. Landscape Architect $90 20 1,800
Job Captain $65 18 1,170
Draftsperson $45 24 1,080
Clerical $45 8 360
-3- t
s
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
Task III• Research and Investigation
Discipline Hourly Rate Hours Total
• Economic Research Associates
Senior Vice-President $190 60 11,400
Senior Associate $110 90 9,900
Research Associate $76 110 8,360
Clerical $40 80 3.200
Reimbursable Expenses 840
Task III Total S54,758
Task N• Rehabilitation and Adaptive Reuse Analysis
Discipline Hourlv Rate Hours Total
• Architect Milford Wayne Donaldson,FAIR,Inc.
Corporate Architect $120 120 514,400
Project Manager $80 320 25,600
Senior Draftsperson $80 32 2,560
CADD Technician $70 24 1,680
Specifications Writer $80 16 1,280
Clerical $50 160 8,000
• Krakower& Associates
Structural Engineer $140 58 8,120
Draftsperson $70 8 560
Clerical $50 15 750
-4-
MILFORD V%MNE DONALDSON
A R C H I T E C T
0
Task IV: Rehabilitation and Adaptive Reuse Analysis
Discipline Hourly Rate Hours Total
• JN Beeler & Associates
Principal $90 8 720
Licensed Land Surveyor $84 10 840
Project Manager $72 20 1,440
Senior Draftsperson $50 28 1,400
Clerical $34 10 340
3 Man Crew $188 8 1,504
• Van Buuren Kimper Engineering
Principal $110 14 1,540
Electrical Engineer $80 28 2,240
Electrical Designer $65 16 1,040
Draftsperson/CADD Operator $50 20 1,000
Clerical $35 8 280
• Bechard Long& Associates
Mechanical:
Principal $125 24 3,000
Project Manager $90 47 4,230
Staff Engineer $75 40 3,000
Draftsperson $50 33 1,650
Clerical $40 13 520
-5-
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
Task IV: Rehabilitation and Adaptive Reuse Analvsis
Discipline Hourlv Rate Hours Total
• Bechard Long & Associates(Continued)
Plumbing:
Principal $125 20 2,500
Project Manager $90 30 2,700
Staff Engineer $75 20 1,500
Draftsperson $50 26 1,300
Clerical $40 10 400
• Ivy Landscape/IDLA
Principal $110 22 2,420
Senior Landscape Architect $90 32 2,880
Job Captain $65 44 2,860
Draftsperson $45 44 1,980
Clerical $45 22 990
• Kleinfelder,Inc.
Environmental Site Assessment:
Senior Professional $135 2 270
Project Manager $125 2 250
Environmental Professional $80 30 2,400
Draftsperson $68 3 204
Clerical
$58 6 348
-6- 1
i
MILFORD WAYNE DONALDSON
A R C H I T E C T
.0
Task IV: Rehabilitation and Adaptive Reuse Analysis
Discipline Hourly Rate Hours Total
• Kleinfelder,Inc. (Continued)
Geologic Review Services:
Project Manager $125 2 250
Project Geologist $120 8 960
Project Engineer $120 6 720
Staff Geologist $100 4 400
Draftsperson $68 2 136
Clerical $58 6 348
• Economic Research Associates
Senior Vice President $190 36 6,840
Senior Associate $110 50 5,500
Research Associate $76 80 6,080
Clerical $40 44 1,760
• Leverton & Associates
Principal $80 24 1,920
Estimator $60 55 3,300
Data Entry/Clerical $30 16 480
• Korve Engineering
Principal $120 20 2,400
Senior Engineer $90 30 2,700
Traffic Engineer
$80 48 3,840
-7- i
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
Task IV• Rehabilitation and Adaptive Reuse Analysis
Discipline Hourly Rate Hours Total
• Korve Engineering (Continued)
Draftsperson $50 32 1,600
Clerical $45 22 990
Reimbursable Expenses 10,000
Task IV Total 5160,920
GRAND TOTALS FOR TASKS I.II, III, AND N
Task I: National Register of Historic Places $5,420
Task II: Section 106 Process 28,169
Task III: Research and Investigation 54,758
Task IV: Rehabilitation and Adaptive Reuse Analysis 160,920
GRAND TOTAL 24$ 9,267
B. REIMBURSABLE EXPENSES
Reimbursable Expenses described below shall occur, as necessary, and be billed by the Architect on an
itemized statement specifying the type of service and/or the material provided, copies of receipts, if
applicable,the position of the person providing the service,the person's hourly rate, the time spent and the
cost incurred to provide the service. Funding for the reimbursable expenses is provided to pay the Architect
for the various duties described below that do not lend themselves to precise estimation on a lump sum basis,
and for that reason is not included in the Basic Services. Reimbursable Expenses, however, are essential to
aid the Architect in the performance of the Basic Services and Additional Services, when authorized.
• Printing and reproduction as required by the Consultant
• Film and Film processing as required by the Consultant
• Automobile Mileage/Travel related costs
• Aircraft Mileage/Travel related costs
• Long distance telephone/fax
• Equipment rental
-8-
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
• Report reproduction and expendable supplies(data duplication, historic maps, historic photographs,
field maps and graphics supplies).
C. SCHEDULE OF FEES
• Architect Milford Wavne Donaldson, FAIA
Hourlv Rates Basic Costs
Corporate Architect $120.00./Hour
Project Architect $100.00/Hour
Construction Administrator $ 90.00/Hour
Project Historian $ 90.00,11our
Project Manager $ 80.001Hour
Specification Writer $ 80.00/Hour
Senior Designer $ 80.00/Hour
Senior Draftsperson $ 80.00/Hour
Technical Manager $ 80.00/Hour
Report Writer/Script Writer $ 80.00/Hour
CADD Technician $ 70.00/Hour
Video Editor $ 70.00/Hour
Videographer $ 70.00/Hour
Video Duplicator $ 60.00/Hour
Intermediate Designer $ 70.00/Hour
Intermediate Draftsperson $ 70.00/Hour
Research Assistant $ 60.00/Hour
Beginning Draftsperson $ 60.001'Hour
Clerical $ 50.00/Hour
Financial Controller $ 70.00/Hour
Architectural Trainee $40.00/Hour
• Krakower& Associates
Hourlv Rates Basic Costs
Expert Witness and Forensic Consultation $160.00/hour
Principal Design and Consultation $140.00/hour
Structural Designer $ 80.00/hour
Drafting $ 70.00/hour
Non-technical $ 50.00/hour
-9-
MILFORD VYAYNE DONALDSON
A R C H I T E C T
0
• J.N. Beeler and Associates
Hourly Rates Basic Costs
Principal - Consultant $ 90.00/hour
Registered Civil Engineer $ 84.00/hour
Licensed Land Survevor $ 84.00/hour
Project Manager $ 72.00/hour
Senior Engineering/Surveying Technician $ 58.00/hour
Planner $ 56.001hour
Senior Draftsman/Computer Operator $ 50.00/hour
Draftsman/Delineator,/Research Assistant $ 40.001hour
Word Processing Operator $ 34.00/hour
Clerical Aide/Courier $ 18.00./hour
FIELD (Includes Standard Equipment, Materials & EDM.)
3 Man Crew $188.00
2 Man Crew $138.00
1 Man Crew $ 86.00
Mileage (Truck) $ 0.48
Mileage(Car) $ 0.35
Subsistence Cost
• Kleinfelder,Inc.
Hourly Rates Basic Costs
Professional $ 80.00/hour
Staff Professional $ 100.00 /hour
Senior Staff Professional $ 100.00/hour
Project Professional $ 120.00/hour
Project Manager $ 125.00/hour
Senior Professional $ 135.00/hour
Senior Project Manager $ 150.00/hour
Principal Professional $ 170.00/hour
Senior Principal\Expert Witness $ 290.00/hour
Program Manager\Senior Consultant $ 185.00 /hour
Senior Program Manager $ 205.00/hour
Administrative\Word Processor $ 58.00/hour
Technician $ 57.00/hour
Associate Technician $ 67.00/hour
Senior Technician $ 79.00/hour
Supervisory Technician $ 87.00/hour
Draftsperson $ 68.00/hour
CADD Operator $ 78.00/hour
-10-
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
• Leverton & Associates
Hourly Rates Basic Costs
Principal (Estimator/Review) $ 75.00/hour
Estimator(Arch., Struct., Civil & Landscape) $ 50.00/ hour
Estimator(Mechanical & Electrical) $ 60.00/ hour
Data Entry/Clerical $ 30.00 / hour
• Bechard Long & Associates
Hourly Rates Basic Costs
Principal $ 125.00 /hour
Project Manager $ 90.00 / hour
Staff Engineer $ 75.00 /hour
Designer $ 60.00 /hour
Drafting $ 50.00/hour
Word Processing $ 40.00/hour
• Economics Research Associates
Hourly Rates Range of Costs
President $ 200.00/hour $ 200.00/hour
Vice President $ 165.00/hour $ 185.00/hour
Principal $ 150.00/hour $ 165.00/hour
Senior Associate $ 100.00 /hour $ 150.00 /hour
Associate $ 60.00/hour $ 80.00/hour
Research Assistant $ 50.00/hour $ 60.00/hour
Clerical $ 50.00/hour $ 50.00/hour
• Ivy Landscape Architects,Inc./IDLA
Hourly Basic Costs
Principal $ 110.00/hour
Project Landscape Architect $ 90.00/hour 4
Project Manager $ 80.00/hour
Job Captain $ 65.00/hour
Professional Staff $ 45.00/hour
i
f
I
-11- j
MILFORD WAYNE DONALDSON
A R C H I T E C T
0
• Van Buuren Kimper Engineering
Hourly Rates Basic Costs
Principal $ 110.00/hour
Engineer/Project Coordinator $ 80.00/hour
Designer $ 65.00/hour
CADD Operator/Drafter $ 50.00/hour
Clerical $ 35.00/hour
• Myra Frank& :associates
Hourly Rates Basic Costs
Project Manager $114.58 /hour
Architectural Historian I $ 96.64 /hour
Architectural Historian 2 $ 49.78 /hour
Graphics $ 44.59/hour
• Korve Engineers
Hourly Rates Basic Costs
Principal $120.00/hour
Senior Engineer $ 90.00/hour
Traffic Engineer $ 80.00/hour
Draftsperson $ 50.00/hour
Clerical $ 45.00/hour
joy\mwd-project\9902-san bemardmo depot\cost negotiatiomproposed
-12-
x O G1
TOTAL
0 0 0 o c
Reimbursable
Expenses —
0
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LEVERTON
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KORVE = -
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KLEINFELDER
N x O
BECHARD/LONG N N
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M'FA N N
O O O
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� O
IVY/IDLA =
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N N M
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KRAKOWER `4
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TASK E- --
ATTACHMENT C
CERTIFICATION OF CONSULTANT
I HEREBY CERTIFY that I am the and duly authorized
representative of the firm of whose address is
, and that, except as hereby expressly stated,
neither I nor the above firm that I represent have:
(a) employed or retained for a commission, percentage, brokerage, contingent fee, or
other consideration, any firm or person (other than a bona fide employee working
solely for me or the above consultant) to solicit or secure this agreement; nor
(b) agreed, as an express or implied condition for obtaining this contract, to employ or
retain the services of any firm or person in connection with carrying out the
agreement; nor
(c) paid, or agreed to pay, to any firm, organization or person (other than a bona fide
employee working solely for me or the above consultant) any fee, contribution,
donation, or consideration of any kind for, or in connection with, procuring or
carrying out this agreement.
I acknowledge that this Certificate is to be made available to the California Department of
Transportation (Caltrans) in connection with this agreement involving participation of Federal-
aid Highway funds, and is subject to applicable State and Federal laws, both criminal and civil.
(Date) (Signature)
ATTACHMENT D
CERTIFICATION OF LOCAL AGENCY
I HEREBY CERTIFY that I am the of the
and that the consulting firm
of or its representative has not been required (except
as herein expressly stated), directly or indirectly, as an express or implied condition in
7
connection with obtaining or carrying out this Agreement to:
(a) employ, retain, agree to employ or retain, any firm or person; or
(b) pay or agree to pay, to any firm, person or organization, any fee,
contribution, donation, or consideration of any kind.
I acknowledge that this Certificate is to be made available to the California Department
of Transportation (Caltrans) in connection with this Agreement-involving participation
of Federal-aid Highway funds, and is subject to applicable State and Federal laws, both
criminal and civil.
(Date) (Signature)
a
3
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Entered into Record at �r z
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City ClerkICCC Secy
City of San Bernardino
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CONSULTANT TEAM
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----------- ---------
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Architect Milford Wayne Donaldson, FAIA, Preservation Architect
Krakower and Associates, Structural Engineering
Myra Frank and Associates, Environmental / Section 106
Economic Research Associates, Marketing / Economic Viability
Ivy Landscape / IDLA, Landscape Architects / Planning
J. N. Beeler and Associates, Civil Engineering
Kleinfelder, Geotechnical Engineering
Korve Engineering, Traffic / Transportation Engineering
Van Buuren Kimper Engineering, Electrical Engineering
Bechard Long, Mechanical Engineering
Leverton and Associates, Construction Cost Estimating
QUALIFICATIONS
Working Relationship with the City of San Bernardino, San Bernardino
Association of Governments, Caltrans District 8, Federal Highway Administration,
Metrolink, and Amtrak
Ongoing working relationship with State Historic Preservation Officer, State
Historical Building Safety Board, and Advisory Council on Historic Preservation
Working knowledge and familiarity with the State Historical Building Code,
Section 106, and Caltrans Guidelines for Consultants
Contributor to National Parks Service Preservation Biief32.Making Historic
Properties Accessible
Projects involving community workshops and marketing strategies
Historic Railroad Station Projects
eE�
SAN BER_ NARDIN _O SANTA FIE DEPOT
REHABILITATION & ADAPTIVE REUSE
D �
HISTORIC TRAIN STATION
PROTECTS
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' Carlsbad Santa Fe Depot National City Santa Fe Depot
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San Diego Santa Fe Depot to3 Arrgele5 Union Station
FRONT THE GREAT Lot FF '10 THE PAC I F IG, COAST
AND THE GULF OF %4Ehi o ALONG THE BANTA FE "'•"��,_,r�
t a /� 7La sow �ti- N D A K Q T A l
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SAN BERNARDINO @--S-ANTA FE DEPOT
REHABILITATION & ADAPTIVE REUSE
TRANSPORTATION , MARKETING
AND FEASIBILITY PROIECTS
City of Los
Angeles Bicyde
Master Plan
. Master Plan
a, Field Survey " a `
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N
MetrolinkStation,Pomona
. Economic Viability
. Community Impact Analysis cz
MCASTustin
.Adaptive Reuse
. Marketing Viability . 4
Long Beach Base
Closure
. Feasibility
Adaptive Reuse
W n
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Rancho Los rCerritos
. Marketing Viability
. Master Plan
Third Street Promenade,Santa Monica 11
. Market Analysis
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Intermocial Transit Facility,Claremont
. Access and Circulation Study
. Landscape Design
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San Diego County Administration Center Stockton Hotel
. Feasibility Study
. Master Plan .Adaptive Reuse
. Rehabilitation
SAN BERNARDINO � _ SANTA FE DEPOT
ION & A
REHABILITATION REUSE
he D� `
SECTION 106 PROCESS
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„A
Marine Corps Recruit Depot,
Design Guidelines
. Historical Survey +.,,; `"� •
Mission Beach Board
. Design Guidelines _ walk
. California Environmental Quality Act
. Section 106 Historic Property Survey
acs rn Report
# Historic Resources
Evaluation Report
Final Finding of Effects
Public Workshops
�ussi - Etch "*rmV California Environmental
Santa Fe Intermodal Quality Act
Facilities Expansion
. Section 106
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PotenffilHisWric Districts
&Tour Route Map
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Greater Mid-City Reconnaissance _
Survey ,a >
. Historical Survey ea ii
. DPR 523
1! _
. Database
�a U . California Environmental Quality Act
.
San Bernardino Reconnaissance Survey
. Historical Survey
I rrrr . DPR 523
. California Environmental Quality Act
SAN_ BERNARDINO SANTA FE DEPOT
REHABILITATION & ADAPTIVE REUSE
N U