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HomeMy WebLinkAbout2022 CON Meyers Nave - Legal Services Workplace Investigation, Litigation and Government Claims IssuesO AGREEMENT FOR LEGAL SERVICES BY .AND BETWEEN THE CITY OF NATIONAL IAL ' ITY AND MEYERS NAVE THIS GREE T FOR LEGAL SERVICES (the "Agreement") is made as of the 2ndt day of March, 2022 between THE CITY F NATIONAL CITY (the "MY"), a municipal corporation, and ME ER NAVE (the "FIRM"). This Agreement sets forth the parties' mutual understanding concerning legal services to be provided by the FIRM and the fee arTangennent for said services. Article I. Retainer. The CITY hereby retains the FIRM to assist in representing the CITY in connection with workplace investigation litigation, and government claims issues, subject to this Agreement. Article 2. Effective Date and Term. This Agreement shall be effective on March 2, 2022 and continue until written notice ofcancellation. This Agreement may be terminated at any time by either party with sib days' written notice to the other. Notice of termination by the FIRM shall be given to the City Attorney. Article 3. Scope of Services. The CTTY shall have the right, in its sole discretion, to determine the particular services to be performed by the FIRM under this Agreement. These services may include the following: consultation with the City Attorney, Risk Management, ement, and the Human Resources Department on matters related to the workplace investigation contemplated by this Agreement as per the Engagement Letter attached as Exhibit .; advice and counsel to the City Council; and communications with City staff; all of which are cumulatively and individually referred to as "LEGAL SERVICES." It is expected that the FIRM will work with the City Attorney and CITY staff. Article 4 Compensation. compensation paid under this Agreement shall be as set forth in the Engagement Letter attached as Exhibit A. A. The FIRM shall not use more than one attorney for the same specific task. without the CITY S approval. The FIRM may use the minimum number of attorneys for this engagement consistent with good professional practice after consulting with and obtaining approval by the CITY. B. The FEIRM agrees to document a plan and budget consistent with the scope of services described above in Article 3 to be agreed to by the City Attorney and the FIRM. The CITY shall not be obligated to pay the FIRM amounts not discussed, budgeted, and agreed to before being incurred by the FIRM. 2021 Agreement Legal Services Page 1 of 10 City ()National City and Meyers Nave J C. The CITY has appropriated or otherwise duly authorized the payment of an amount not to exceed $50,000.00 for LEGAL SERVICES and out-of-pocket disbursements pursuant to this Agreement. In no event shall the total fees plus out-of-pocket disbursements exceed this amount without written authorization of the CITY. I. The FIRM shall keep the CITY advised monthly as to the level of attorney hours and client services performed under Article I . The FIRM will not charge the CITY for travel time; however, the FIRM may charge for work performed for the CITY during any travel time. The CITY agrees that witness interviews and meetings wit! be conducted virtually where practicable to reduce the need for travel or in -person meetings. E. The CITY further agrees to reimburse the FIRM, in accordance with the procedures set forth in this Article, for telephone, fax, mail, messengers, federal express deliveries, document reproduction, client -requested clerical overtime, lodging, and similar out-of-pocket expenses charged by the FIRM as a standard practice to its clients generally, with the exception of travel and meals. In any billing for disbursements, the FIRM shall provide the CITY- with a statement breaking down the amounts by category of expense. The following items shall not be reimbursed, unless the CITY has specifically agreed otherwise: ( 1) Word Processing, clerical or secretarial charges, whether expressed as a dollar disbursement or time charge. (2) Storage of open or closed files, rent, electricity., local telephone, postage, receipts or transmission of telecopier documents. or any other items traditionally associated with overhead. (3.) Photocopy charges in excess of .1 (fifteen cents) per page. (4) Auto mileage rates in excess of the rate approved by the Internal Revenue Service for income tax purposes. (5) Secretarial overtime. Where case requirements demand overtime, the CITY will consider reimbursement on a case -by -case basis. The CITY will not reimburse overtime incurred for the convenience of the FIRM'S failure to meet deadlines known in. advance. (6) Equipment, books, periodicals, research materials, Westlaw!Le is or like items. (7) Express charges, overnight mail charges, messenger services or the like, without the CITY'S prior consent. The CITY expects these expenses to be incurred in emergency situations only. Where case necessity requires the use of these services, the CITY will consider reimbursement on a case -by -case basis. (8) Travel and meals. (9) Late payment charge or interest. Due to the nature of the CITY'S payment process, the CITY will not pay any late charges or interest charges to bills. Every effort will be made to pay bills promptly. F. Bills from the FIRM should be submitted to Charles E. Bell, Jr., City Attorney, 1243 National City Boulevard, National City, CA I o- o I. The individual time and disbursement records customarily maintained by the FIRM for billing evaluation and review purposes shell be made available to the CITY in support of bills rendered by the FIRM. 2021 Agreement Le gal Services Page 2 of 10 City of National City and Meyers Nave G. The FIRM agrees to forward to the CITY a statement of account for each one -month period of services under this Agreement, and the CITY agrees tocompensate the FIRM on this basis. The FIRM will consult monthly with the CITY as to the number of attorney hours and client disbursements which have been incurred to date under this Agreement, and as to future expected levels of hours and disbursements. H. Billing Format. Each billing entry must be complete, discrete and appropriate. (1) Complete. (a) Each entry roust name the person or persons involved. For instance, telephonecalls must include the names of all participants. (b) The date the work was performed roust be included. (c) The hours should be billed in .10 hour increments. (d) The specific task performed should be described, and the related work product should be reference ("telephone call re: trial brief," "interview in preparation ati on for deposition"). (e) The biller s professional capacity(partner, associate, paralegal, etc.) should be included. (2) Discrete: Each task must be set out as a discrete billing entry; neither narrative nor block billing is acceptable. (3) Appropriate. (a) The CITY does not pay for clerical support, administrative costs, overhead costs, outside expenses or excessive expenses. For example, the CITY will not pay for secretarial time, word processing time, air conditioning, rental of equipment, including computers, meals served at meetings, postage, online research, or the overhead costs of sending or receiving faxes. Neither will the CITY pay for outside expenses such as messenger delivery fees, outside photocopying, videotaping of depositions, outside computer litigation support services, or overnight mail. (b) Dire to the nature of the CITY'S payment process, the CITY will not pay any late charges. Every effort will be made to pay bills promptly. 1. Staffing. Every legal matter should have a primarily responsible attorney and a paralegal assigned. Ultimately, staffing is a CITY decision, and the CITY'S representative may review staffing to insure that it is optimal to achieve the goals of the engagement at the least cost. (I) Paralegals are to be used to the maximum extent possible to enhance efficiency and cost-effectiveness. Ail tasks typically considered associate work should be considered for assignment to a paralegal. Written authorization from the CITY must be had before associate hours billed exceed paralegal hours billed. 2021 Agreement Legal services Page 3 of 1 City of National City and Meyers Nave (2) Once an attorney is given primary responsibility for an engagement, that person should continue on the legal matter until the matter is concluded or the attorney leaves the FIR.. The CITY will not pay the costs of bringing a new ttorn' up to speed. (3) If more than one attorney is going to perform the same task, prior approval from the CITY must be had. This inciudes document review. Article 5. nt Contractor. The FIRM shall perform services as an independent contractor. It is understood that this contract is for unique professional services. Accordingly, the duties specified in this Agreement may not be assigned or delegated by the FIRM without prior written consent of the CITY. Retention of the FIRM is 'based on the particular professional expertise of the individuals rendering the services required in the Scope of Services. Article 6. Confidentiality of Work. All work performed by the FIRM including but not limited to all drafts, data, correspondence, proposals, reports, and estimates compiled or - composed. by the FIRM pursuant to this Agreement is for the sole use of the CITY. Allsuch work product shall be confidential and not released to any third party without the prior written consent of the CITY. Article 7. Compliance with Controllin2 Law. The F 1 M shall comply with all applicable laws, ordinances, regulations, and policies of the federal, state, and local governments as they pertain to this Agreement. In addition, the FIRM shall comply immediately with any and all directives issued by the CITY or its authorized representatives under authority of any laws statutes, ordinances, rules, or reulations. The laws of the State of California shall govern and control the terms and conditions of this A2 eement. Article 8. Acceptability of Work.. The CITY shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement and the amount of compensation due. If the FIRM and the CITY cannot agree to the quality or acceptability of the work, the manner of performance, or the compensation payable to the FFRM in this Agreement, the CITY or the FIRM shall give to the other written notice. Within ten (10) business days, the FIRM and the CITY shall each prepare a report which supports their position and file the same with the other party. The CITY shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of performance or the compensation payable to the FIRM. Article 9. Indemnification. The FIRM agrees to indemnify, defend, and hold the CITY and its agents, officers, employees, and volunteers harmless from and against all clads asserted or liability established for damages or injuries to any person or property, including injury Lo the FIRM'S employees, agents, or officers, which arise from or are connected with or caused or claimed to be caused by the acts or omissions of the FIRM and its agents, officers, or employees in performing the work or other obligations under this A r ement1 The FIRM shall reimburse the CITY for all costs, attorneys' fees, expenses and liabilities incurred with respect to any litigation in which the FIRM is obligated to indemnify, defend and hold harmless the City under this Agreement; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the CITY, 202 1 Agreement Legal Services Page 4 of 10 City of National City and Meyers Nave its agents, officers, employees, or volunteers. For professional services, this indemnity applies only in the event of professional negligence by the FIRM and does not apply to the underlying claims that are the subject of the representation. Article 1O. -- Conflicts. The FIRM is not aware of any potential conflicts of interest in representing the CITY with regard to the subject of the representation. Nonetheless, The CITY understands and acknowledges that while LAW FIRM represents the CITY, the FIRM may be asked to represent another client in connection with matters, unrelated to the subject of this representation, adverse to or involving the +IT's interests. Because of the size and scope of the h It's legal practice, it is possible that lawyers in one or more of the FIRM's offices or practice groups, (including the FIR 's extensive public law practice), may now or in the future represent parties in matters, unrelated to the subject of the representation, in which their interests may be adverse to those of the CITY or its affiliates, or that have contractual or other dealings with the CITY. By executing this Agreement, the CITY acknowledges that should any situation arise where the FIRM in the future represents other clients who directly, or through an affiliate, may be adverse to the CITY or its affiliates, such situations will be addressed by the CITY and the FIRM on a case -by -case basis. Article 11. Insurance. The FIRM, at its sole cost and expense, shall purchase and maintain_ throughout the term of this Agreement, the following insurance policies: A. Professional Liability insurance (errors and omissions) with minimum limits of 1,000,000 per claim. B. Automobile Insurance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of $1,000,000 combined single limit per accident. Such automobile insurance shall include owned, non -owned, and hired vehicles. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurrence and $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to the "location". The ``location" should be noted with specificity on an endorsement that shall be incorporated into the policy. D. Workers' Compensation pensation Insurance in an amount sufficient to meet statutory requirements covering all of FIRM employees and employers' liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to commencement of work under this .greement. 2021 Agreement Leal Service Page 5 of 10 City of -National City and Meyers Nave E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, officials, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the IT's Risk Manager, at the address listed in subsection 3 below, of canceliation or material change. F. If required insurance coverage is provided on a *claims maderather than occurrence" form, the FIRM shall maintain such insurance coverage for three years after expiration of the term (arid any extensions) of this Agreement. In addition, the "retro" date must be on or before the date of this Agreement. rement. shall be: G .. The Certificate Holder for all policies of insurance required by this ection City of National City do Risk Manager 1243 National City Boulevard National City, CA 19 o- 3 97 I. Insurance shall be written with only insurers authorized to conduct business in California that hold a. current posy holder's alphabetic and financial size category rating of not less than A:VII according to the current est's Key Rating Guide, or a company of equal financial stability that is approved by the CITY'S Risk Manager. er. in the event coverage is provided by non - admitted "surplus lines" carriers, they must be included on the most recent List of Approved Surplus Line Insurers ('LASLI'1) and otherwise meet rating requirements. 1. This Agreement shall not take effect until certificates) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CITY'S Risk Manager. if the FIRM does riot keep all insurance policies required by this .Article 10 in full force and effect at all times during the term of this Agreement, the CITY may treat the failure to maintain the requisite insurance as a breach of this Ar•eement and terminate the Agreement as provided herein. J. All deductibles and self -insured retentions in excess of 10,000 must be disclosed to and approved by the CITY. CITY reserves the right to modify the insurance requirements of this Article 10, including limits, based on the nature of the risk, prior experience, insur•er, coverage, or other special circumstances. K. If the FIRM maintains broader coverage or higher limit (or both) than the tnitrrurn limits shown above, the CITY shall be entitled to the broader coverage or higher limits (or both) maintained by the FIRM. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CIT. 2021 Agreement Legal Services Page 6 of 10 City of National City and Meyers Nave Article 12. Druo Free Work Place. The FIRM agrees to comply with the CITY'S Drug -Free Workplace requirements. Every person awarded a contract by the CITY for the provision of services shall certify to the CITY that it will provide a drug -free workplace. Any subcontract entered into by the FIRM pursuant to this Agreement shall contain this provision. Article 13. Non -Discrimination Provisions. The FIRM shall not discriminate against any subcontractor, vendor, employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The FIRM will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include but not be limited to the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. FIRMp . The FIRagrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause. Article 14. Notification of Change in Form. The FIRM has the right to effect changes in form including but not limited to: the change in form from a partnership to a professional haw corporation; the change in form of any partner or partners from an individual or individuals to a professional law corporation; the change in form of any corporate partner or partners to any individual partners. The CITY shall be promptly notified in writing of any change in form. Article 15. Notices. In all cases where written notice is to be given girder this Agreement, service shall be deemed sufficient if said notice is deposited in the United States mail, postage paid, When so given, such notice shall be effective from the date of mailing of the notice. Unless otherwise provided by notice in writing from the respective parties, notice to the Agency shalt be addressed to: City Attorney City of National City 1243 National City Boulevard National ity, CA 91950-4397 cc: Executive Assistant to the City Attorney City of National City 1243 National City Boulevard National City, CA 91950-4397 t^^��77 V a { 3 [ s � and to: chef �i fat i ii. cit'c agov 1 � leahii- , i.zia1ioiia1cit ca.gov 2021 Agreement Legal Sery ices Page 7 of 10 City of National City acid rleyers Nave Notice to the FIRM shall be addressed to: Camille Hamilton rating Meyers Nave 1999 Harrison Street, 9th Floor 0ak1and1, CA 94612 cc: Janice Anderson, Assistant to Camille Hamilton Pating Meyers Nave 1999 Harrison Street, 9th Floor Oakland, CA 94612 and to: oatliit4:me\ ik,iN aNwe. orn janderson in1e ersnav e.co m Nothing contained in this Agreement shall preclude or render inoperative service or such notice in the manner provided by law. Article 16, Dis wte Resolution. In the ex, n A the CITY becomes dissatisfied with any aspect or the representation, if the FIRM is unable to resolve any dispute, and after mandatory dispute resolution procedures have been waived or exhausted, the parties may mutually agree to submit such dispute to fmal and binding arbitration in San Diego County, California before the American Arbitration Association, pursuant to its then pre 'ailing mules, unless the parties agree in writing to a different arbitration method or forum. Article 17. Administrative Provisions. A. Time of Essence. Time is of the essence for each provision of this Agreement. B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original but all of which, together, shall constitute but one acid the same instrument. Headings. Any captions to. or headings of, the sections or subsections of this kgreement are solely for the convenience of the parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof. D. California Law. This Agreement shall be construed and interpreted in accordance with the laws of the State of California. The venire for any legal action arising under this Agreement shall be in either state or federal court in the County of San Diego, State of California. 202 Agreement Legal Services Page 8 of10 City of National Ciry and Meyers Nave E. Integrated Agreement. This Agreement including attachments d exhibits contains all of the agreements of the parties and all prior negotiations and agreements are merged in this Agreement. This Agreement cannot be amended or modified except by written agreement, and mutually agreed upon by the CITY and the FIRM. . Severcthiiiti. The un nforceabilit , invalidity, or illegality of any provision of this Agreement shall not render the other provisions unenforceable, invalid, or illegal, G. Waiver. The failure of the CITY to enforce a particular condition or provision of this Agreement shall not constitute a waiver of that condition or provision or its enf rc abil it . H. Conflict of Intr st. During the term ofthis Agreement, the FIRM shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the CITY. This prohibition shall not preclude the CITY from expressly agreeing to a waiver of a potential conflict of interest under certain circumstances. I. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery ofthis Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto. J. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules. or provisions thereof conflict or are inconsistent with the terms and conditions contained in this Agreement, the terms and conditions of this Agreement shall control. 2021 Agreement Legal Services Page 9 of 10 offNational Cite and Meyers Nave K. Construction. The parties acknowledge and agree that i each equal bargaining strength, (ii) each party has activelyparticipated in t. � p the drafting, preparation and negotiation of this Agreement, and (iii) any rule or construction tothe effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation ofthis Agreement. rnt. of any portions hereof, or any amendments hereto. IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the d first ate and year first above written. CITY OF NATIONM., CE By: Bra d-1dLt t_l s ton Title: City Manager City of National City APPROVED AS TO FORM By: Charles E. Bell, Jr. City Attorney 2021 Agreement Legal Services Page I o of l MEYERS NAVE (Cf71pr r°a1/oi -si titres r?,�"tin) corpuratrt r1// erx) : _ Ron Avenida Title: Chief Operating Officer Meyers Nave MEYERS NAVE (Corporation — signatures es (Olio corporate officers) Camille Hamilton Paring Title; Senior Principal Attorney Meyers Nave City of National City and Meyers Nave Exhibit A meyers nave February 24, 1999 Harrison street, 9th Floor Camille Hamilton Patin Oakland, California 94612 Attorney at Law 808-2000 cpattn @ meyersrra :com-.. fax (510) 444-1108 wvu , meyer nave,com Via Email —u -IL-10011a citvca.Ltov.,cbelka nationaicitvca. ov Charles E. Bell, Jr. City Attorney Office of the City Attorney City ofNational City 1243 National City Blvd. National City CA 91950 Jennifer K. Gilman Deputy City Attorney Office of the City Attorney City ofNational City 1243 ational City Blvd. National City, CA 91950 Re: Legal Services Agreement for Confidential Investigation Services Dear Mr. Bell and Ms. Gilman: Thank you for retaining Meyers -Nave ("Meyers Nave" or "Firm") to provide legal services for the City of National City (City ) in connection with an attorney client privileged investigation "Investigation" of allegations of misconduct made by Officer Ashley Cummins ("officerCummins" or "Complainant") against employees ("Subjects") of the National City Police Department artment. This letter ("Legal Services Agreement") outlines our understandings regarding the Investigation and governs the legal services provided by Meyers Nave to City. We appreciate the opportunity to serve you in conducting an Investigation of this matter and look forward to working with you. 1, Scope of Engagement: We will provide the legal services reasonably required to conduct the legal services. The scope of the legal services may include the following: to conduct an independent investigation limited to the five (5) causes of action provided in A PROFESSIONAL LAW CORPORATION OAKI.AND tOS ANGELES SACRAMENTO SANTA ROSA SAN DIEGO Charles E. Bell, Jr. Jennifer I. Gilman February 24, 2022 - Page OfficerCummins' filed Complaint, including: Hostile Work Environment; Disparate TreatmentDiscrimination; Disparate Impact Discrimination; Retaliation; Failure to Prevent Discrimination and Harassment. The investigation will be fully compliant with California Government Code section 3300 et seq a The purpose of the Investigation will be to determine whether the specific incidents and events alleged occurred. In addition, we will analyze the relevant City personnel policies and make policy findings as to whether any policies were violated. We will interview witnesses and conduct meetings by Zoom where possible, collect and review pertinent information, and report to you and City on that information. We will tell you and Citywhat we believe happened factually and the basis for that conclusion. We will make factual and policy findings based on an impartial and professional evaluation of the evidence. we will take whatever steps are necessary to investigate the complaint promptly and thoroughly. On behalf of City, you have indicated that you desire an independent and objective Investigation and have in no way dictated or suggested any particular outcome to the Investigation. This investigation will not make recommendations with respect to whether potential corrective action, if any, is appropriate or not appropriate. if any additional allegations are raised during witness interviews and document review, we will contact you to discuss whether this scope should be modified. We will evaluate credibility when witnesses have offered conflicting versions of relevant events. To make credibility determinations, 1 will use the factors suggested by the U.S. Equal Employment Opportunity Commission in its publication entitled "Enforcement Guidance on Vicarious Employer Liability for Unlawful Harassment by Supervisors." (Publication No. 915.002, dated 6/ 1 / .) These factors are: I presence or absence ofcorroboration; (2) presence or absence of contradictions; 3 whether the facts are inherently improbable; (4) whether the witness has a motive to fabricate; and presence or absence of declarations against interest. (Equal Employment Opportunity Commission, Enforcement Guidance on Vicarious Employer er i t ili o Unlawfid Haras.sment by Supervisors (June 18, 1999)). 2. Fees and Personnel: As compensation for our services, our fees will be based on the billing rates as agreed to for the personnel performing services under this Legal Services Agreement. Those billing rates for attorneys, paralegals and legal assistants are attached as Attachment 1. l will be the principal in charge of representing your interests. My hourly rate is $485. l will be assisted by Associate David Middleton. IVtr. Middleton's hourly rate is $350. if other attorneys, paralegals or case assistants are .assigned to work on your matter, the then -current hourly rates of those individuals, will be utilized. This Agreement retains the legal services of Meyers Nave and not of a particular attorney. A PROFESSIONAL LAW CORPORATION OAKLAND LOS AN ELES SACRAMENTO SANTA ROSA SAN DIEGO Charles E. Bell, Jr. Jennifer K. Gilman Fug -, 2022- Page 3 Based upon our discussion, we understand that the expected interviews will include the Complainant and the two (2) Subjects, and two additional fact witnesses, for a total of five interviews. 3. Retainer. No retainer will be charged for this engagement. 4. Attorney Client Privilege. it is understood that this Investigation is being conducted in anticipation of litigation and in order to provide legal advice to the City. United Statesv. Rowe, ('9ttt irr 1 6 F.3d 1294, 1297. This Investigation i.s being conducted under the attorney -client privilege and as attorney work product, unless and until such privilege and protection is waived by the City. It is further understood that you are retaining Meyers Nave and myself as the Investigator to utilize my expertise in employment law to identify the relevant issues and facts, analyze the evidence, and conclude what actually happened, making findings of fact, as a professional legal service. City of Petaluma v. Superior Court, (2016) 248 Cal App 41h 1023. 4. Authorized Representative: By signing below, you represent that you are authorized to execute this Agreement. We understand that you will be our primary contact(s) in this m atter. 6. Disbursements and Expenses: In addition to hourly fees, we may incur p out-of- pocket expenses related to your representation. We will notify you in advance before p incurring any out-of-pocket expenses in excess of 1,000.0O. Our Statement of Fee and Billing Information, which sets forth the details of our disbursement and expense policy, is attached as Attachment 2. Please review this information carefully as well and promptly contact me so that we may discuss any questions you may have. 7. Billing and Payment Responsibilities: We will send monthly statements which are due within thirty 3 days of receipt. If you have any questions about an invoice. please promptly contact me so that we maydiscuss these matters. Our Statement of Fee and Billing p y Information sets forth the details of our fee and billing policy. 8. Termination of 'ervices: You may terminate our services at any time by written notice. After receiving such notice, we will cease providing services. We will cooperate with you in the orderly transfer of all related files and records to your new counsel. We may terminate our services at any time with your consent or for good cause. Good cause exists if: (a) any undisputed statement is not paid within sixty; days of its date; (b) you fail to meet any other obligation under this Agreement and continue in that failure for fifteen (15) days after we send written notice to you: (c) you have misrepresented or failed to disclose material facts to us., refused to cooperate with us, refused to follow our advice on a material matter, or otherwise made our representation unreasonably difficult; or (d) any other circumstance exists in which ethical rules of the legal profession mandate or permit termination, including situations where a conflict of interest arises. If we terminate our services, you agree to execute a substitution of attorneys promptly and otherwise cooperate in effecting that termination. Termination of our services, whether by you or by us will not A PROFESSIONAL LAW CORPORATION OAKL.AND LOS ANGELES SACRA 'IENTO SANTA ROSA SAN DIEGO Charles E. Bell, Jr, Jennifer . Gilman Fe-131Itacy 214022 Page relieve the obligation to pay for services rendered and costs incurred before our services formally ceased. 9. Insurance: burring the term of this engagement, Meyers Nave shall take out and maintain general liability and property damage insurance In amounts not less than 1,000,000; professional errors and omissions insurance, in amounts not less than $2,000,000 per occurrence; and $4,000,000 aggregate, which insurance may not be canceled or reduced in required limits of liability unless at least tern (10) days advance written notice be given to you. 10. No Guarantee of Outcome: Any comments made by Meyers Nave about the potential outcome of this matter are expressions of opinion only and are not guarantees or promises ses about any outcome or results. 11. Dispute ute Resolution: In the event the City becomes dissatisfied with any aspect of the representation, if the Firm is unable to resolve any dispute, and after mandatory dispute resolution procedures have been waived or exhausted, the parties may mutually agree to submit such dispute to final and binding arbitration in San Diego County, California before the American Arbitration Association, pursuant to its then prevailing rules, unless the parties agree in writing to a different arbitration method or forum. By signing this Agreement, you acknowledge and agree that you have read and understand this arbitration provision. You understand that by agreeing to arbitration we each give up the right to present our claims or defenses for trial by a judge or jury, and we also give up the right to an appeal. The initial resort to the courts by either party shall not be considered a waiver of that party's right to compel binding arbitration under this provision. This Agreement shall be governed by and construed in accordance with the laws of the State of California without regard to principles of conflicts of laws. 12. Document Retention: In the course of the Firm's representation, you may provide us with and we may obtain documents that are relevant to the representation. Some of those documents may be important to you and so that there is no confusion we find that it is useful at the inception of the- representation for us to communicate our Document Retention Policy, Meyers Nave is committed to using less paper and eliminating unnecessary copies of documents. This helps us manage information, helps the environment and helps us control costs. The materials pertaining to this utter belong to you and you may access them or have duplicates provided to you at any time. 13. Entire Agreement; Full Understanding; Modifications in Writing: This letter contains our entire agreement about our representation. Any modifications or additions to this letter agreement must be made in writing. 14. Conflicts. The Firm is not aware of any potential conflicts of interest in representing the City with regard to the subject of the representation. Nonetheless, The C ity understands d and ac nog led es that while Firm represents the City, the Firm may be asked to represent .A PROFESSIONAL LAW CORPORATION OAKLAND LOS ANGELES SACRAMENTO SANTA ROSA SIAN DIEGO Charles E. Bell. Jr. Jennifer I. Gilman Febs-2 Page another client in connection with matters, unrelated to the subject of this representation, adverse to or involving the City's interests. Because of the size andscope of the Firm's legal practice, it is possible that lawyers in one or more ot'the Firm's offices or practice groups, (includin,g the Firms extensive public law practice), may now or in the future represent parties in matters, unrelated to the subject of the representation, in which their interests may be adverse to those of the City or its affiliates, or that have contractual or other dealings with the City. By- executing,- this Agreement, the City acknowledges that should any situation, arise where the Firm in the future represents other clients who directly, or through an affiliate, may be adverse to the City or its affiliates, such situations will be addressed by the City and the Firm on a case -by -case basis. We would request that you review this letter carefully and,. if it is consistent with your understanding of our respective responsibilities, please so indicate by returning a signed copy of this letter to me at your earliest convenience. We appreciate the opportunity to serve as your lawyers and to conduct the Investigation for PHI. Please contact me at cpating@meyersnave.com if you have any questions. ' er ' truly 'ours, or a Camille Hamilton Pating Attorney at Law CHP:kg cc: Billing These terms a accepted and agreed to as of the date of this letter. By By: CITY OF NATIONAL CITY Charles E. Bell. Jr. City Attorne Jennife ma Depu Attor A PROFESSIONAL LAW CORPORAT!ON OAKLAND LOS ANGELES SACRAMENTO SANTA ROSA SAN DIEGO Charles E. Bell, Jr. Jennifer K. Gilman February 2 2 Pa2e 6 ATTACHMENT 1 LABOR AND EMPLOYMENT A/MYERS NAVE 2022 RATE SHEE' TITLE RATE -Discount for Nat'l City Sr. Principal $460 Principal $450 Senior Of Counsel$435 Of Counsel 410� Senior Associate ate 3 80 Mid -Level Associate 4 0 Junior Associate 2 5 Law Clerk$225 Sr. Paralegal 1 5 Paralegal l 8 Litigation ation Support Specialist 4 5 Case Assistant 185 \ PROFESSIONAL LAW CORPORATION OAKLAND L S ANGELES SACRAMENTO SANTA ROSA SAN DIEGO Charles E. Bell. Jr. Jennifer I. Gilman -February , - Pa e 7 ATTACHMENT 2 MEYERS NAVE STATEMENT OF FEE AND BILLING INFORMATION The following is a general description of our fee and billing policies. These general policies may be modified by the specific engagement letter or agreement to which this summary is attached. Professional Fees. Our fees for professional services are based on the fair value of the services rendered. To help us determine the value of our services, our attorneys and paralegals maintain time records for each client and matter. Our attorneys and paralegals are assigned hourly rates which are based on years of experience, specialization, training and level of professional attainment. To keep professional fees at a minimum, legal work that does not require more experienced attorneys will be performed, where feasible, by attorneys with lower billing rates. Ofcourse, the quality of the work is paramount, and we do not sacrifice quality to economy. Before undertaking a particular assignment, we will, if requested, provide you with a fee estimate to the extent possible. Estimates are not possible for some matters, however, and cannot be relied on in many others because the scope of our work will not be clear at the outset. When a fee estimate is given, it is only an estimate; it is not a maximum or minimum fee quotation. The actual fee may be more or less than the quoted estimate. Retainer. Our normal practice is to require a retainer to cover a portion ofthe anticipated attorneys' fees and costs. Any retainer will be placed in the f rm's trust account. At the conclusion of our services, we will f return to our client any unapplied retainer, after deducting payment for charges billed or to -be -billed for services and any remaining out-of-pocket expenses. Billing And Payment Procedures. Unless other arrangements are made at the time of the engagement, invoices will be sent monthly. invoices for outside services exceeding $100 may bee billed separately. Occasionally, however, we may defer billing for a given month or months if the accrued fees and costs do not warrant current billing or if other circumstances would make it appropriate to defer billing. Our invoices contain a brief narrative description of the work performed; if requested, the initials ofthe attorney who performed the work will appear on the statement. The invoice will include a line item reflecting in-house adt i istrative costs. The firrn's in-house administrative costs include duplicating facsimile charges, telephone charges,E-mail. postage, mileage and other administrative expenses. The firm will be reimbursed for all outside services inciirred in the course of providing legal services to our clients. Outside services will include, but are not limited to, all third -party expenses, delivery charges, travel expenses, outside research services. filing fees, expert witness and expert consultant fees. A PROCFSSIONAL LAW CORPORATION OAKLAND 105 ANC ELES SACRAMENTO SANTA ROSPA SAN DIEGO Charles E. Bell, Jr. Jennifer K. Gilinan e -ua 4, 2022- 'age if you have any questions regarding an invoice, the Finance Director or Executive Director is available to answer your questions. For any unresolved matters, the Bar Association has an arbitration mechanism that can be used to resolve such matters. Late Payments. Statements for services are payable upon presentation and, in all events, within thirty (30) days after receipt. occasionally a client has difficulty in making timely payments. To avoid burdening those clients who pay their statements promptly with the added costs we incur as a result of late payments, City understand that Meyers Nave may determine to stop services if undisputed statements are not paid within thirty (30) days. In the unlikely event we are required to institute legal proceedings to collect fees and costs, the prevailing party will be entitled to reasonable attorneys' fees and other costs of collection. A PROFESSIONAL LAW CORPORATION OAKLAND LOS ANGELE:S SACRAMENTO SANTA ROSA SAN DIEGO ACOie a CERTI FICATE OF LIABILITY INSURANCE 511,12022 DATE (MMIDDIY'YYY) 4/30/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER, THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OFINSURANCE OE T CONSTITUTE A CONTRACT BETWEEN THE —ISSUING IN U E (S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy{ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endoarsement(s). PRODUCER Lockton Insurance Brokers, LLC 777 S. Figueroa Street, 52nd F1. CA License #0F15767 Los Angeles CA 9001.7 (21 ) -00 5 INSURED Meyers Nave, a Professional Corporation 1.491 881999 Harrison St., 9t1Floor Oakland CA 94612 CONTACT NAME: PHONE yy#{\ INC, No. Ext); E-MAIL ADDRESS: FAX (NCB _No): INSURER(S) AFFORDING COVERAGE INSURER A: Vigilant Insurance Company 1rgsuRE :Federal Insurance `many INSURER C : Underwriters at Lloyd's London (1L) INSURER D : INSURER E : INSURER F NAic # 20397 20281 15792 COVERAGES MEYNA01 CERTIFICATE NUMBER: 1751 33 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR 1 IAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUER WVD POLICY NUMBER POLICY EFF (MMIDOIYYYY) POLICY EXP (MM/DD/YYYY) LIMITS A x COMMERCIAL GENERAL LIABILITY Y N 35904309 511/2021 /112022 EACH OCCURRENCE $ 1,000 000 CLAIMS -MADE OCCUR DAMAGE TED PREMSESO(Ea occurrence)� $ 1 ,000,000 MED EXP (Any one person) $ 10‘000 PERSONAL & ADV INJURY 1 ,0O0000 GEN"L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2.,00000 POLICY X PR - , JEC i LOC PRODUCTS - COMP/OP AGG $ 2 O00,000 OTHER: B AUTOMOBILE LIABILITY N N 5-71-30 511 / 02 1 5/1 I2022 glaBccIlyeDnIINGLE LIMIT $ 1,100. 000 ANY AUTO BODILY INJURY (Per person) $XXXXXX OWNED AUTOS ONLY SCHEDULED AUTOS BODILY INJURY (Per accident) $ XXXXXXX HIRED AUTOS ONLY ;I NON -OWNED AUTOS ONLY PROPERTY DAMAGE (Per acc[dent) $ XXX Comp/Col I ed, $ 1,000 x UMBRELLA LIAR , X OCCUR 79871939 5/ 1 /2021 51/2022 EACH OCCURRENCE $ 10 000000 EXCESS LIAB CLAIMS -MADE AGGREGATE $ 10,000,000 DED RETENTION $ $ XXXXXXX WORKERS COMPENSATION AND EMPLOYERS' LIABILITY N 71726427 - 5/ 1 / 021 5x l /20=? PTATUTE OTH- Y", N $ 1.000 000 ANY PROPRIETOR/PARTNER/EXECUTIVE '` A E.L. EACH ACCIDENT OFFICER/MEMBER EXCLUDED? N I — $ 1,000_ ,O 0_ (Mandatory in NH) EL. DISEASE - EA EMPLOYEE If yes, describe under DESCRIPTION OF OPERATIONS below _ EL DISEASE - POLICY LIMIT $ 1,0 0, 000 `yber 1 f N P? 10 519-5720-0621 6/ 1 / 021 6 1,2012 S2,000,000. $10,000 Deductible DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Additional Named Insured: Meyers Nave Riback Silver & Wilson A Professional Corp. The City ofNationaI City is an Additional Insured to the extent provided by the policy language or endorsement Issued or approved by the insurance carrier. CERTIFICATE HOLDER CANCELLATION See Attachment 17516033 The City of National City 1243 National City Blvd. National City CA 91950 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS, AUTHORIZED REPR ACORD 2 (2016/03) CI 1 88-201 ` AC D CORPORATION. All ri The ACORD name and logo are registered marks of ACORD hts reserved. MEYERIO CERTIFICATE OF LIABILITY INSURANCE OP ID: RF DATE (MM!DD(YYYY) 04/19/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMENDEXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed, If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Ahern Insurance Brokerage 9655 Granite Ridge Dr., #500 San Diego, CA 92123 Shawn M. Royle 858-514-7123 3I SURED Meyers Nave, A Professional Corporation 1999 Harrison Street, 9th FI. Oakland, CA 94612 2ACT Shawn M. Royle PEIONE Ic 858-514-7123 - IL srelyle@aherninsurance1com ADDRESS, FAG, Nat:858-571' -9010 INSURER AFFORDING COVERAGE INSURER A :Ascot Specialty Insurance Comp INSURER B INSURER C INSURER D : INSURER E INSURER F : NAIC # 45055 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN 1S SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTRINS° TYPE OF INSURANCE ADDL ,SUBR IW11D POLICY POLICY EFF (J�IM!Dp!YYYY1 POLICY EXP (MMIDD!YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACHOCCURRENCE S CLAIMS -MADE I. 1 OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one perse _ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER_ GENERAL AGGREGATE $ PQLI Y PRO- JECT LOC PRODUCTS - COMPI P AGG $ - — OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED AUTOS ONLY SCHEDULED AUTOS BODILY INJURY (Per accidenQ 3 HIRED ONLY NON-OWNED ATOSOY PROPERTY DAMAGETOS Per accident) $ — UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAB CLAIMS -MADE AGGREGATE DEC} RETENTION• $ I $ WORKERS COMPENSATION AND EMPLOYERS" LIABILITY STATUTEPER OTH- Y NER ANY PROPRIETOIPARTNERIEXECUTIVE E.L. EACH ACCIDENT $ OFFICERIMEMBER EXCLUDED? N t A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E_L. DISEASE - POLICY LIMIT A PROFESSIONAL LIAB. (LAWYERS) LPPL2110000427-01 05/01/2021 05/01/2022 PER CLAIM AGGREGATE 5,000,000 5,000,000 DESCRIPTION DEDUCTIBLE DEDUCTIBLE OF OPERATIONS./ LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) (EACH CLAIM): $100,000 (AGGREGATE): $ 00,000 CERTIFICATE HOLDER The City of National City 1243 National City Blvd. National City, CA 91950-0000 CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (201610 ) 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD