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Description:
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Historic Consultant Services Request for Qualifications
The City of Campbell (CITY) is seeking qualified historic consultants to support its Historic Preservation Policy. The City intends to develop a list of three (3) to five (5) consultants to provide expert evaluations and recommendations for historic sites throughout the city. Services will include site visits, historic evaluations of existing and potential historic sites, architectural and design reviews, historic surveys, CEQA assessments, peer reviews, and preparation of technical reports and presentations. Consultants may also assist with updates to the Historic Resource Inventory and preservation planning.
The City will evaluate qualifications based on demonstrated expertise, professional standards, and past performance in historic consulting. Selected consultants will be retained under a Master Services Agreement and engaged on an as-needed basis. The initial agreement will be for up to five (5) years, with work assigned through individual Task Orders.
CITY reserves the right to reject any and all submittals, waive any informalities, and to accept the proposals that, in its judgment, best serve the CITY’s needs and interests.
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Publication Date/Time:
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8/29/2025 12:00 AM
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Closing Date/Time:
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10/10/2025 5:00 PM
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Submittal Information:
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larissal@campbellca.gov
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Contact Person:
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Larissa Lomen, Assistant Planner
408-866-2144
Larissal@campbellca.gov
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Qualifications:
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QUALIFICATIONS
To assess their suitability for this project, consultants are required to submit a comprehensive Statement of Qualifications (SOQ). The SOQ must address the following general requirements comprehensively:
1. Education and Certification:
• Professional Standards: Consultants must meet the Secretary of the Interior's Professional Qualifications Standards for History and/or Architectural History.
• Educational Background: A degree in architecture, historical architecture, or a related field such as architectural history or heritage conservation is required.
• Relevant Coursework: Completion of coursework specifically in historic preservation or related disciplines.
2. Experience:
• Historic Resources Consulting: Demonstrable experience providing consulting services for protects related to historic resources.
• Project Experience: At least five years of experience in reviewing, evaluating, and rehabilitating historic properties. This includes work on additions, alterations, and restorations to designated historic landmarks.
• Application of Standards: Proven track record in applying the Secretary of the Interior’s Standards for Rehabilitation in practical project settings.
• Historic Resource Evaluations (HREs): Experience in preparing and peer-reviewing HREs, showcasing expertise in detailed historic analyses.
3. Technical Expertise:
• CEQA Assessments: Expertise in conducting CEQA-based historic assessments for properties potentially impacted by development, specifically for buildings, structures, sites, areas, or places over 50 years old that are not declared historic landmarks.
• Architectural Plan Review: Skilled in the detailed review of architectural and landscape plans to assess and mitigate impacts on the historical integrity of properties.
• Historic Materials and Techniques: In-depth knowledge of historic building materials and construction techniques, along with established best practices for their preservation, repair, or restoration.
• Site Analysis: Proficiency in conducting site visits, documenting existing conditions, and evaluating the impacts of proposed changes on a property’s historical authenticity.
4. Additional Services:
• Regulatory Compliance and Guidance: Ability to provide guidance on compliance with local, state, and federal preservation laws and ordinances.
• Public Engagement: Experience in facilitating public outreach and engagement processes related to historic preservation projects.
• Educational Workshops: Capability to conduct workshops and training sessions for project stakeholders on topics such as the importance of historic preservation, the application of the Secretary of the Interior’s Standards, and best practices in the field.
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Special Requirements:
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CITY OF CAMPBELL
CONSULTANT SERVICES AGREEMENT
1. INSURANCE AND INDEMNIFICATION
1.1 With respect to any design professional services provided by Consultant, the Consultant agrees to indemnify, and hold harmless the City, its officers, and employees to the fullest extent allowed by law from any and all claims, actions, causes of action, damages, liabilities and losses, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, except for any claims, actions, causes of action, losses, damages or liabilities proximately caused by the sole negligence or willful misconduct of City. City shall not be liable for acts of Consultant in performing services described herein. Notwithstanding anything in this paragraph to the contrary, any defense costs charged to the design professional under this paragraph shall not exceed the design professional’s proportionate percentage of fault, except:
a. That in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, the design professional shall meet and confer with the other parties regarding unpaid defense costs in good faith effort to agree on the allocation of those costs amongst the parties; and
b. Where a project-specific general liability policy insures all project participants for general liability exposures on a primary basis and also covers all design professionals for their legal liability arising out of their professional services on a primary basis, then there shall be no limitation on the design professional's duty to provide a defense and cover the City's cost of defense.
With respect to all matters other than those covered by the foregoing paragraph, Consultant agrees to indemnify, defend (with counsel reasonably satisfactory to the City) and hold harmless the City, its officers, officials, directors, agents representatives, volunteers, and employees to the fullest extent allowed by law from and against any and all claims, actions, causes of action, losses, damages, liabilities and costs of every nature, including attorneys’ fees and costs (collectively, “Losses”) including but not limited to all claims, actions, causes of action, losses, damages, liabilities for property damage, bodily injury, or death, and all costs of defending any claim, caused by or arising out of, or alleged to have been caused by or arise out of, in whole or in part, Consultant’s performance under this Agreement, except for any claims, actions, causes of action, losses, damages, costs or liabilities proximately caused by the sole negligence or willful misconduct of City. City shall not be liable for acts of Consultant in performing services described herein.
In no event shall this section be construed to require indemnification by the Consultant to a greater extent than permitted under the public policy of the State of California; and in the event that this contract is subject to California Civil Code section 2782(b), the foregoing indemnity provisions shall not apply to any liability for the active negligence of the City.
The defense and indemnity provisions obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by the insurance obligations contained in this Agreement. The foregoing indemnity provisions are intended to fully allocate the parties’ risk of liability to third-
parties; and there shall be no rights to indemnity or contribution, in law or equity or otherwise between the parties that are not set forth in this section. Consultant waives all rights to subrogation for any matters covered by the provisions of this section. Consultant’s responsibility for such defense and indemnity obligations as set forth in this section shall survive the termination or completion of this Agreement for the full period of time allowed by law.
1.2 Consultant shall maintain insurance conforming to the following specifications to the fullest amount allowed by law for a minimum of three (3) years following the termination or completion of this Agreement:
A. Types of Coverage
The policies shall afford the following types of coverage:
1. Commercial General Liability;
2. Automotive;
3. Workers’ Compensation and Employer Liability; and
4. Professional Liability and/or Errors and Omissions
B. Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. For Commercial General Liability: Insurance Services Office (ISO) CGL Form 00 01 11 85; and
2. For Automotive Liability: ISO CA 00 01 06 92 including symbol 1(any auto); and
3. For Workers’ Compensation: insurance as required by the Labor Code of the State of California and Employer's Liability insurance; and
4. For Professional Liability and/or Errors and Omissions: insurance covering negligence committed by or on behalf of Consultant in rendering services to City.
C. Minimum Limits of Insurance
Consultant shall maintain limits no less than:
1. General Liability: $1,000,000 combined single limit per occurrence for bodily, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury and property damage.
3. Workers’ Compensation and Employer's Liability: Workers’ Compensation limits as required by the Labor Code of the State of California and Employer's Liability limits of $1,000,000 per accident. The Worker’s Compensation policy must be endorsed with a waiver of subrogation in favor of the City for all work performed by the Consultant and its employees.
4. Professional Liability and/or Errors and Omissions: $1,000,000 per claim and $2,000,000 in the annual aggregate.
The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City (as agreed to in this Agreement) before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
D. Deductible and Self-Insured Retention
Any deductibles or self-insured retention must be declared to and approved by the City, and shall not reduce the limits of liability. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City, its agents, officers, attorneys, employees, officials and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses related to investigations, claim administration, and defense expenses. Policies containing any self-insured retention provision shall provide or be endorsed to provide that the self-insured retention may be satisfied by either the named insured or the City.
E. Other Insurance Provisions
The policies are to contain, or be endorsed to contain, the following provisions:
1. General Liability and Automobile Liability Coverage:
a. The City, its agents, officers, attorneys, employees, officials and volunteers are to be covered as additional insureds as respects: liability arising out of this Agreement performed by or on behalf of the Consultant, products and completed operations of the Consultant, premises owned, occupied or used by the Consultant, or automobiles owned, leased, hired or borrowed by the Consultant. It is a requirement of this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits set forth in this Agreement shall be available to the City as an additional insured. Furthermore, the requirements for coverage and limits shall be (1) the minimum coverage limits specified in this Agreement, or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured, whichever is affords greater coverage.
b. The Consultant's insurance coverage shall be primary insurance as respects the City, its agents, officers, attorneys, employees, officials and volunteers. Any insurance or self-insurance maintained by the City, its agents, officers, attorneys, employees, officials and volunteers shall be excess of the Consultant's insurance and shall not contribute with it.
c. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its agents, officers, attorneys, employees, officials, and volunteers.
d. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability.
2. Workers’ Compensation and Employer’s Liability Coverage: The insurer shall agree to waive all rights of subrogation against the City, its agents, officers, attorneys, employees, officials, and volunteers for losses arising from work performed by the Consultant for the City.
3. All Coverages: Any unintentional failure to comply with reporting provisions of the policies shall not affect coverage provided to the City; and unless otherwise approved by the City, each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after thirty (30) days prior written notice by regular mail has been given to the City, or ten (10) days for cancellation for non-payment of premium.
F. Suspension or Cancellation
If any of the coverages required by this Agreement should be suspended, voided, cancelled or reduced in coverage during the term of this Agreement, Consultant shall immediately notify City and replace such coverage with another policy meeting the requirements of this Agreement.
G. Subcontractors
Consultant agrees that any and all contracts with subcontractors for performance of any matter under this Agreement shall require the subcontractors to comply with the same indemnity and insurance requirements set forth in this Agreement to the extent that they apply to the scope of the subcontractors’ work. Subcontractors are to be bound to contractor and to City in the same manner and to the same extent as the Consultant is bound to City under this Agreement. Subcontractors shall further agree to include these same provisions with any sub-subcontractor. A copy of this Agreement will be furnished to the subcontractor on request. The Consultant shall require all subcontractors to provide a valid certificate of insurance and the required endorsements included in the Agreement prior to commencing any work, and will provide proof of compliance to the City.
H. Acceptability of Insurers
Without limiting Consultant's indemnification provided hereunder, the policies of insurance listed in Article 9.2 of this Agreement are to be issued by an issuer with a current A.M. Best Rating of A:V and who is authorized to transact business in the State of California, unless otherwise approved by the City.
I. Verification of Coverage
Consultant shall furnish the City with endorsements and certificates of insurance
evidencing coverage required by this clause. The certificates for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificates are to be on forms acceptable to the City. Where required by statue, forms approved by the Insurance Commissioner are to be submitted. All certificates are to be received and approved by the City before work commences.
J. Special Risks/Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances and provide notice to Consultant.
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Miscellaneous:
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SUBMISSION REQUIREMENTS
All proposals submitted must include the following components:
1. Cover Letters:
• Length: Maximum of two pages.
• Purpose: Serves as an executive summary of the proposal.
2. Firm Profile:
• Description: Detailed account of the firm including:
? Number of professional personnel
? Years in business
? Office location(s)
? Organizational structure (e.g., corporation, partnership, sole practitioner)
? Areas of expertise
• Local Office Staffing: If the firm has an office in Santa Clara County as well as offices outside the county, staffing for the Santa Clara County office must be clearly delineated from the firm’s total staffing.
3. Key Personnel:
• Summary: Description of key personnel involved in the project, their roles and responsibilities, and their experience with similar projects.
• Principal in Charge: Identify the one-person contact for ongoing projects. This individual should remain the point of contact throughout the duration of the contract.
• Resumes: Full resumes for all key personnel must be included.
4. Firm’s Capabilities: Provide a statement demonstrating the firm’s ability to handle the anticipated variety of work as described in the Scope of Services and meeting the General Qualifications.
5. Work Sample: Include a sample of a Historic Resource Evaluation Report prepared for a project related to the designation, alteration, or rescission of a historic resource prepared for either the City of Campbell or another jurisdiction.
6. Fee Schedule: Detail personnel and labor rates for services outlined in the Scope of Services.
7. References: Include a minimum of three references that the City may contact to verify the firm’s past work performance.
8. Insurance Requirements:
• Workers’ Compensation Insurance: Provide evidence of Statutory Workers' Compensation and Employer’s Liability Insurance with limits of not less than $2,000,000 per accident, or a compliant self-insurance program.
• Liability Insurance: Maintain commercial general and automobile liability insurance with a minimum of $1,000,000 per occurrence, covering all risks associated with the agreement.
9. Review of Sample Indemnification:
• Sample Indemnification language: Indemnification language for a Master Services Agreement Sample for the City of Campbell is provided in Attachment A.
• Compliance: Proposals must confirm the proposer’s willingness to execute the indemnification language as drafted, including adherence to all insurance requirements.
• Modification Requests: Indicate any desired changes to the Agreement terms. Note that no modifications will be accepted unless included in the proposal.
10. Proposal Acceptance: The City reserves the right to reject any requests for changes to the Agreement or to deem a proposal non-responsive based on the criteria outlined.
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Related Documents:
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