HomeMy WebLinkAboutDebra L. Reilly, a Professional Law Corporation dba Reilly Workplace Investigations - 2021-11-01 PROFESSIONAL. SERVICES CONTRACT BETWELN
THE' CITY OF HUNIINGTON BEACH AND
DEBRA L. REILLY, A PROFESSIONAL LAW CORPORATION dba
REILLY \VORKPL.ACE INVESTIGATIONS
FOR
WORKPLACE INVESTIGATIONS
THIS AGREEMENT ("Agreement") is made and entered into by and between the City
Attorney on behalf of the City of Huntington Beach. a municipal corporation of the State of
California. hereinafter referred to as "CITY,"and DEBRA L. REILLY, A PROFESSIONAL LAW
CORPORATION dba REILLY WORKPLACE INVESTIGATIONS. a Professional Law
Corporation hereinafter referred to as "CONSULTANT."
WHEREAS. the City's Flwnan Resources Department. through the City Attorney's Office
desires to engage the services of a consultant to conduct an internal administrative workplace
investigation: and
The provisions of the Huntington Beach Nunicipal Code. Chapter 3.03, relating to
procurement of professional service contracts have been complied with: and
CONSULTANT has been selected to perform these services,
NOW. THEREFORE, it is agreed by CITY and CONSULTANT as follows:
I. SCOPE OF SERVICES
CONSULTANT shall provide all services as described in Exhibit "A," which is
attached hereto and incorporated into this Agreement by this reference. These services shall
sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Debra L. Reilly who shall represent it and be
its sole contact and agent in all consultations with CITY during the performance ofthis Agreement.
Page 1
2 1-1 03 1 8/266048
2. CITY STAFF ASSISTANCE
The Citv Attorney's Office or designee will work with CONSULTANT in the
performance of this Agreement.
3. TERM: TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT are to
commence on November 1. 2021 (the "Commencement Date"). This Agreement shall
automatically terminate on December 31, 2022, unless extended or sooner terminated as provided
herein. All tasks specified in Exhibit "A" shall be completed no later than December 31. 2022,
from the Commencement Date. The time for performance of the tasks identified in Exhibit "A"
are generally to be shown in Exhibit "A." This schedule may be amended to benefit the
PROJECT if mutually agreed to in writing by CITY and CONSULTANT.
In the event the Commencement Date precedes the Ef lective Date. CONSULTANT
shall be bound by all terms and conditions as provided herein.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY agrees
to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "I3," which
is attached hereto and incorporated by reference into this Agreement, a tee, including all costs and
expenses, not to exceed Thirty-Thousand Dollars ($30.000.00).
5. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A" or
changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such
work only after receiving written authorization from the City Attorney's Office. Additional
compensation for such extra work shall be allowed only if the prior written approval is obtained.
Page 2
21-10318/266048
6. METHOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit "13."
7. DISPOSITION OF PLANS. ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder, including,
without limitation. all original drawings, designs. reports. both field and office notices,
calculations, computer code, language, data or programs, maps, memoranda. letters and other
documents. shall belong to CITY, and CONSULTANT shall turn these materials over to CITY
upon expiration or termination of this Agreement or upon PRO.f ECT completion, whichever shall
occur first. These materials may be used by CITY as it sees fit.
8. 1-I01-1) HARMLESS
A. CONSULTANT hereby agrees to protect, defend, indemnity and hold
harmless CITY. its officers, elected or appointed oflicials, employees, agents and volunteers from
and against any and all claims, damages, losses, expenses,judgments, demands and defense costs
(including, without limitation, costs and tees of litigation of every nature or liability of any kind
or nature) arising out of or in connection with CONSULTANT's (or CONSULTANT's
subcontractors, ifany) negligent (or alleged negligent) performance ofthis Agreement or its failure
to comply with any of its obligations contained in this Agreement by CONSULTANT, its officers,
agents or employees except such loss or damage which was caused by the sole negligence or willful
misconduct of CITY. CONSULTANT will conduct all defense at its sole cost and expense and
CITY shall approve selection of CONSULIANT's counsel. ']'his indemnity shall apply to all
claims and liability regardless of whether any insurance policies are applicable. The policy limits
du not act as limitation upon the amount of indemnification to be provided by CONS UI.TANT.
Page 3
2 1-1 03 1 8/266048
B. CITY shall be reimbursed by CONSULTANT for all costs and attorney's fees
incurred by CITY in enforcing this obligation. This indemnity shall apply to all claims and liability
regardless of whether any insurance policies are applicable. The policy limits do not act as a
limitation upon the amount of'indemnification to be provided by CONSULTANT.
9. PROF ES S IONA L LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to CITY a prolessional liability insurance
policy covering the work performed by it hereunder. This policy shall provide coverage for
CONSULTANT's professional liability in an amount not less than One Million Dollars
(S1,000,000.00) per occurrence and in the aggregate. the above-mentioned insurance shall not
contain a self-insured retention without the express written consent of'CTI Y: however an insurance
policy "deductible" of Ten "Thousand Dollars ($10,000.00) or less is permitted. A claims-made
policy shall be acceptable ifthe policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation of the
scope of work (including subsequent policies purchased as renewals or
replacements).
13. CONSULTANT shall notify CITY ofcircumstances or incidents that might
give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during the
required extended period of coverage following PROJECT completion. If insurance is terminated
for any reason. CONSULTANT agrees to purchase an extended reporting provision of at least two
(2) years to report claims arising from work performed in connection with this Agreement.
11'CONSULT.ANT fails or refuses to produce or maintain the insurance required by
this section or fails or refuses to furnish the CITY with required proof that insurance has been
Page 4
2 1-1 03 1 8/26604 9
procured and is in force and paid for, the CITY shall have the right. at the CITY's election. to
forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid
for its time and materials expended prior to notification of termination. CONSULTANT waives
the right to receive compensation and agrees to indemnify the CITY for any work performed prior
to approval of insurance by the CITY.
10. CF..RTIFICATG OF INSURANCE
Prior to commencing performance of the work hereunder; CONSULTANT shall
furnish to CITY a certificate of insurance subject to approval of the City Attorney evidencing the
foregoing insurance coverage as required by this Agreement; the certificate shall:
A. provide the name and policy number of each carrier and policy;
B. state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended. voided or canceled
by either pan, reduced in coverage or in limits except after thirty (30) days'
prior written notice; however. ten (10) days' prior written notice in the event
ofcancellation for nonpayment of'premium.
CONSULTANT shall maintain the foregoing insurance coverage in force until the
work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverage shall not derogate
from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in this
Agreement. CITY or its representative shall at all times have the right to demand the original or a
copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner, the
premiums on the insurance hereinabovc required.
Page 5
2 1-1 03 1 8/266048
11. INDEPENDENT CONTRACTOR
CONSULTANT is. and shall be, acting at all times in the performance of this
Agreement as an independent contractor herein and not as an employee of CITY. CONSULTANT
shall secure at its own cost and expense, and be responsible for any and all payment of all taxes.
social security, state disability insurance compensation, unemployment compensation and other
payroll deductions for CONSULTANT and its officers, agents and employees and all business
licenses, if and. in connection with the PROJECT and/or the services to be performed hereunder.
12, TERMINA"IION OF AGREEMENT
All work required hereunder shall be perfanned in a good and workmanlike
manner. CITY may terminate CONSULTANT's services hereunder at any time with or without
cause, and whether or not the PIZOJEC'T is fully complete. Anv termination of this Agreement by
CITY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided
herein. In the event of termination, all finished and unfinished documents, exhibits, report, and
evidence shall, at the option of CITY. become its property and shall be promptly delivered to it by
CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall not be
assigned, delegated or subcontracted by CONSULTANT to any other person or entity without the
prior express written consent of CI"IY. If an assignment, delegation or subcontract is approved.
all approved assignees, delegates and subconsultants must satisfy the insurance requirements as
set forth in Sections 9 and 10 hercinabove.
Pave 6
2 1-1 03)1 8/266048
14. CITY EMPLOYEES AND OFFICIALS
CONSUL LT ANT shall employ no CITY official nor any regular CITY employee in
the work performed pursuant to this Agreement. No officer or employee of CITY shall have any
financial interest in this Agreement in violation of the applicable provisions of the California
Government Code.
15. NOTICES
Any notices. certificates. or other communications hereunder shall be given either
by personal delivery to CONSULTANI's agent (as designated in Section I hereinabove) or to
CITY as the situation shall warrant, or by enclosing the same in a scaled envelope, postage prepaid,
and depositing the same in the United States Postal Service, to the addresses specified below.
CITY and CONSULTANT may designate different addresses to which subsequent notices.
certificates or other communications will be sent by notifying the other party via personal delivery,
a reputable overnight carrier or U. S. certified mail-return receipt requested:
TO CITY: TO CONSULTANT:
City of 1-luntington Beach Debra L. Reilly. A Professional Law
A'l M: Brittanv \Mello Corporation
2000 Main Street ATTN: Debra L. RcilIN
Huntington Beach. CA 92648 2240 Encinitas Blvd.. Suite D-104
Encinitas. CA 92024
16. CONSENT
When CITY's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval to any
subsequent occurrence of the same or any other transaction or event.
Page 7
2 1-1 03 1 8/266048
17. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid unless
in writing and duly executed by both parties.
18. SECTION 1-TEADINGS
The titles, captions, section, paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive and are
included solely for convenience of reference only and are not representative of matters included
or excluded from such provisions. and do not interpret, define, limit or describe, or construe the
intent of the parties or affect the construction or interpretation of any provision of this Agreement.
19. INf6RFR1 fATION OF 'ri-IIS AGRGIMF..NF
The language of all parts of this Agreement shall in all cases be construed as a
whole. according to its lair meaning, and not strictly for or against any of the parties. If an
provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be
unenforceable, void. illegal or invalid, such holding shall not invalidate or affect the remaining
covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent
upon any other Unless so expressly provided here. As used in this Agreement, the masculine or
neuter gender and singular or plural number shall be deemed to include the other whenever the
context so indicates or requires. Nothing contained herein shall be construed so as to require the
commission of any act contrary to law. and wherever there is any conflict between any provision
contained herein and any present or future statute, law. ordinance or regulation contrary to which
the parties have no right to contract, then the latter shall prevail. and the provision of this
Agreement which is hereby affected shall be curtailed and limited only to the extent necessary to
bring it within the requirements of the law.
Pa,,e 8
21-10318/266048
20. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been prepared
and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of
the date of its execution and deliver. be deemed an original. Each duplicate original shall be
deenud an original instrument as against any party who has signed it.
21. INWIGRATION
CONSULTANT shall be responsible for full compliance with the immigration and
naturalization laws of the United States and shall, in particular, comply with the provisions of the
United States Code regarding employment verification.
22. ATTORNEVS FEES
In the event suit is brought by either party to construe, interpret and/or enforce the
terms and/or provisions of' this Agreement or to secure the performance hereof. each party shall
bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its
attorney's fees from the nonprevailing party.
23. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context survive
the expiration or termination of this Agreement, shall so survive.
24. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the laws of the
State of California.
25. SIGNATORIES
Each undersigned represents and warrants that its signature hereinbelow has the
power, authority and right to bind their respective parties to each of the terms of this Agreement.
Page 9
21-10318/266048
and shall indemnify CITY hilly for any injuries or damages to CITY in the event that such
authority or power is not. in fam held by the signatory or is withdrawn.
26. ENTIRETY
The parties acknowledge and agree that they are entering into this Agreement freely
and Vulwltarily Ibllowing extensive arm's length negotiation, and that each has had the opportunity
to consult with legal counsel prior to executing this Agreement. The parties also acknowledge and
agree that no representations, inducements, promises, agreements or warranties, oral or otherwise,
have been made by that party or anyone acting on that parly's behalf: which are not embodied in
this Agreement, and that that party has not executed this Agreement in reliance on any
representation, inducement, promise, agreement, warranty, fact or circumstance not expressly set
forth in this Agreement. This Agreement, and the attached exhibits. contain the entire agreement
between the parties respecting the subject matter of this Agreement, and supersede all prior
understandings and agreements whether oral or in writing between the parties respecting the
subject matter hereof.
27. EFFECTIVE DATE
This Agreement shall be effective on the date of its approval by the City Manager.
This Agreement shall expire when terminated as provided herein.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by and through their authorized officers.
Page 10
2 1-1 03 1 8/266048
CONSULTANT, CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of
DEBRA L. REILLY, A PROFESSIONAL California
LAW CORPORATION dba REILLY
WORKPLACE INVESTIGATIONS 941""
By: Oliver Chi ager
ael E. Gates Allf
ity Attorney
Receive and File
Clty Clerk /C/'21
COUNTERPART
Page 11
21-10318/266048
CONSULTANT, CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of
DEBRA L. REILLY,A PROFESSIONAL California
LAW CORPORATION dba REILLY
WORKPLACE INVESTIGATIONS
BY: � d' � Oliver Chi -City Manager
h� r Michael 1". Gates
City Attorney
COUNTERPART
Page 11
21-10318/266048
EXH1131T "A"
General Statement of Work:
The Cite of 1-luntington Beach (the "City") retained attorney investigator Debra L. Reilly to act in
the capacity of an employment laxv attorney, utilizing her skill, training, professional knowledge
in employment lacy, and her independent professional judgment concerning employment law
issues, to perform legal services in the form of an independent and impartial workplace
investigation into allegations by a City employee related to her non-selection for a promotion
within the City's Fire Department. All interviews for this fact-finding investigation will be
conducted via Zoom. FaceTime, or telephone.
This is alimited-scope engagement of prolessional legal services for the purpose of conducting an
objective investigation, and this attorney investigator will not be acting in the role ofan "advocate"
attorney. The attorney investigator shall not make any legal conclusions concerning any state or
ledcral laws or state or federal regulations. However. the attornev investigator is being retained
specifically to use her legal expertise and her knowledge of employment law cases and related
statutes to conduct a factual investigation.
Attornev-Client Communication Privilege and Attornev Work Product Privilege: It is the
understanding of the attorney investigator that the potential for litigation exists with respect to the
claims alleged. Thus, this investigation and the ensuing report are attorney work product in that
this investigation is being conducted in the reasonable anticipation of litigation. This attorney
investigator will operate with the understanding that unless the City directs otherwise, the
confidential investigative report and any verbal or written communications between this
investigator and the Citv are attorney-client privileged communications and attorney work product.
This attornev investigator will not be providing legal advice concerning whether the investigative
report and Conlin Lill ications referenced therein are, in fact, protected From disclosure under the
attorney-client communication privilege or the attorney work product privilege, or what the effects
may be of disclosing the contents of the report to any third parties.
Nilediation Privilege: This attornev investigator notes that a mediation could be conducted with
the parties involved in the pending claim: and it is the understanding of this investigator that the
written report to be prepared by this attornev investigator could very likely be used for the purpose
Of', in the course of, or pursuant to, a mediation. [Cal. Evidence Code § 1 119, subdivisions (a) and
(b).J This attorney investigator is not providing legal advice concerning whether the investigative
report and communications referenced therein are, in fact, protected from disclosure under the
mediation privilege, or what the effects may be of disclosing the contents of the report to any third
parties. "this attorney investigator is not providing legal advice concerning whether the
investigative report and communications referenced herein are, in fact. protected from disclosure
under the mediation privilege, or what the effects may be of disclosing the contents of the
investigative report to any third parties.
EXHIBIT A
Written Report: This attorney investigator will prepare a written report ocher findings and factual
conclusions at the conclusion of the investigation. The original investigative report shall be mailed
and emailed to the Interim Director of Administrative Services. The City agrees that it will advise
the reporting part(ies) and the respondent(s) of the "conclusions" of the investigation, ijreguired
to t10 so by any state or federal laws, by the Department of Fair Employment K Housing's or by
the U.S. Equal Employment Opportunity Commission's regulations, or by the City's own written
policies, procedures, and practices.
Post-Written Report: This engagement shall be considered concluded after attorney investigator
has provided an investigative report to the City. However. after the conclusion of this investigation,
Should a need arise for the attorney investigator to respond to any subpoena. or otherwise provide
court. arbitration. or deposition testimony, or meet with City employees or attorneys. in connection
with this matter, the City shall compensate attorney inestigator at the regular hourly rate set forth
below. The City shall compensate the attorney investigator for time expended reviewing her
investigative report and exhibits, preparing for her testimony, waiting time, for her travel time and
travel expenses (mileage. hotel, meals) to any hearing, deposition. arbitration. or trial, in addition
to the actual time spent testifying.
Related Post-Investigation Services: If attorney investigator is asked or required to prepare for
and/or testify,including. without limitation, at deposition, trial,arbitration or any other proceeding,
or otherwise consult with the City or its legal counsel as a result of services rendered under this
Retention Agreement, and/or if attorney investigator must respond to subpoenas or discovery or
otherwise perform services with respect to any matter relating to or arising out of the services
performed for the Citv, the City agrees to pay attorney investigator for all time expended(including
preparation time) at attorney investigator's then current full regular hour]\, rate (presently $3.10 per
hour) and to reimburse attorney investigator for reasonable costs and expenses incurred, whether
or not the investigation has been concluded. ']'his includes reasonable costs of legal representation
of attorney investigator by counsel of attorney investigator's choosing, particularly legal
representation by an attorney with expertise and specialized training in conducting workplace
investigations. Such payment is due upon presentation of an invoice for services, costs and
expenses. If costs and/or expenses, including the costs of legal representation are reasonablr
expected to exceed 53.000, then the City shall advance the funds to attorney investigator or to
attorney investigator's designee.
Said independent attorney would be retained for purposes of: reviewing this attorney investigator's
work product in this case in light of any future allegations by third parties: consulting with attorney
investigator prior to any deposition or trial testimony of attorney investigator: representing
attorney investigator during any future deposition of attorney investigator, and any other necessary
legal services related to attorney investigator's work product herein should future litigation be
instituted by any third parties related to this matter.
Confidentiality: Unless required by law, or unless agreed to in writing by the City, the attorney
investigator shall not disclose the substance of any report. document, or recommendation, the
nature, results, opinions, or conclusions that the attorney investigator gives to the City in
connection with the services provided for in this retention agreement. The attorney investigator
also agrees to treat al] data, documents, reports, plans. and other information relating to the
EX1-1113IT A
investigation and services as confidential.
Litigation Hold/Evidence Preservation: No litigation is currently pending; thus. no liti tad lion
hold is leaalh required at this moment. However. this attorney investigator anticipates requesting
production of documents from the various witnesses who may be interviewed in this matter. The
requests may include electronically stored information ('`ESI"). As such. this attorney investigator
requests Citv to consult with its attorneys concerning City's need (if any) to take action to notify
the respondent and witnesses to preserve all potentially relevant ESI and to prevent the deletion of
any relevant evidence. which could likely cover the period of July 1. 2020, to the present. The City
should also consult with its attorneys regarding who will update the litigation hold if other
witnesses with ESI are discovered during the course of this investigation, or if the relevant time
period should change with the discovery of new information.
phis attorney investigator is not responsible for notifying parties of the need to place a litigation
hold on documents or ESI. Employee witnesses known to have ESI or hard copies should be
requested to maintain and preserve evidence and ESI on all computers, tablets. flash drives, CD-
RUM discs, handheld devices. smartphones, and any other media, whether digital or non-digital.
The ESI to be preserved includes. but is not limited to, all "WRITINGS" as defined by California
Evidence Code Section 250. which states:
"Writing" means handwriting. typewriting, printingr photostating, photographing,
photocopying, transmitting by electronic mail or facsimile. and every other means
ofrecording upon any tangible thing. any form ofcommunication or representation,
including letters. words, pictures, sounds, or symbols, or combinations thereof. and
any record thereby created, regardless of the manner in which the record has been
stored.
Subpoena of Investigative Report and File by Third Parties: Should any person, government
agency, or business entity subpoena the investigative file ofthis investigator, then this investigator
will forward a copy of the subpoena to the City. Should the City desire to preserve the privileges
of attorney-client communication and attorney work product. the City hereby agrees that it, or its
attorneys. will file with the court and serve the necessary motion for protective order, motion to
quash the subpoena, and timely written objections on behalf of the City. If the City desires attorney
investigator to join in the written objections, then City will send the objections to attorney
investigator to co-sign the objections in it timely manner. The parties agree that this attorney
investigator will not bear any responsibility to file said motions and timely written objections. The
parties agree that this attornev investigator will comply with the law and produce the investigative
report and file, only upon receipt of a court order or a subpoena compelling production.
EXI-11BIT A
EXH1131T "B"
Payment Schedule
A. HourIv Rate
CONSULTANT'S S fees for such services shall be based upon the following hourly rate and
cost schedule:
Fee The fee for said services is $340.00 per hour. which includes time spent interviewing
witnesses, reviewing back,,round facts and relevant documents, preparing witness statement
transcriptions (if requested by the City). preparing exhibits, preparing the written investigative
report, consulting with the City or its attorneys, and travel time This fee also includes any time
spent testifying, in deposition, hearings, arbitration, or trial, and attorney investigator's preparation
time and travel time leading up to such testifying. This attorney investigators invoice shall be sent
via entail anh to the attention of the Interim Director of Administrative Services (or his designee),
on a monthly basis commencing on or about September 30. 2021, or at the conclusion of the
investigation, in the discretion of the attorney investigator. Payment will be due by the City within
fourteen (14) calendar days of the City's receipt ofeach invoice via email.
Deposition, Arbitration, and 'Trial Testimony: Should the attorney investigator be requested,
noticed, or subpoenaed by the City, or by any other party to testify as a percipient witness in a
deposition or for trial testimony or anv other testimony, the Citv agrees to reimburse attorney
investigator at her hourly investigative rate of 5340, for her time in reviewing the tile, preparing
for, travelling to and from, and testifying at, deposition, administrative hearing. court trial, or
arbitration.
Expert Witness Testimony: Should the attorney investigator be requested, designated, noticed,
or subpoenaed by the City, or by any other party, to testify as an `'expert witness" or as a "non-
retained expert witness" and provide "expert witness opinions" in a deposition or Ror trial
testimony. City agrees that attorney investigator Reilly will be paid her "expert witness" hourly
rate of S455 for her time in reviewing the tile, preparing for. travelling to and From, deposition.
court, or arbitration, and S535/hour for expert witness testimony in deposition, arbitration, or trial.
13. Travel Charges for time during, travel are not reimbursable.
C. Billing
I. All billing shall be done monthly in fifteen (15) minute increments and matched to
an appropriate breakdown of the time that was taken to perform that work and who
performed it.
2. Bach month's bill should include a total to date. That total should provide,at a glance.
the total fees and costs incurred to date for the project.
EXHIBIT B
3. A copy of memoranda, letters, reports, calculations and other documentation
prepared by CONSULTANT may be required to be submitted to CITY to
demonstrate progress toward completion of tasks. In the event CITY rejects or has
comments on any suet) product. CITY shall identify specific requirements for
satisfactory completion.
4. CONSULTANT shall submit to CITY an invoice for each monthly payment due.
Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due:
D) Include a certification by a principal member of CONSULTANT's firm that
the work has been performed in accordance with the provisions of this
Agreement: and
1-. I-or all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satistitctory progress toward completion of tasks in accordance with this
Agreement, CITY shall approve the invoice, in which event payment shall be made
within thirty (30) days of receipt of'the invoice by CITY. Such approval shall not be
unreasonably withheld. If CITY does not approve an invoice, CITY shall notiF}
CONSULTANT in writing of the reasons for non-approval and the schedule of
performance set Forth in Exhibit "A" may at the option of CITY be suspended until
the parties agree that past performance by CONSULTANT is in, or has been brought
into compliance, or until this Agreement has expired or is terminated as provided
herein.
5. Any billings for extra work or additional services authorized in advance and in
writing by CITY shall be invoiced separately to CITY. Such invoice shall contain all
of the intormation required above, and in addition shall list the hours expended and
hourly rate charged for such time. Such invoices shall be approved by CITY if'the
work performed is in accordance with the extra work or additional services requested,
and it CITY is satisfied that the statement of hours worked and costs incurred is
accurate. Such approval shall not be unreasonably withheld. Any dispute between
the parties concerning payment of'such an invoice shall be treated as separate and
apart from the ongoing performance of the remainder of this Agree
EXHIBIT I3
TE
ACORD CERTIFICATE OF PROFESSIONAL LIABILITY INSURANCE 0A8/1(912021Y)
PRODUCER THIS FORM 15ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE
Budlsh Insurance Services,Inc. HOLDER.THIS FORM DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE
508 Browning Court POLICIES BELOW.
Mill Valley, CA 94941
415.762-2100 IflSUAERS AFFORDING COVERAGE
BUDISHJ@ MAIL.COM CA License OM25211
INSURED Debra L. Reilly, APLC, dba INSURER A- ARCH Insura nce Company-(NAIL#11150)
Reilly Workplace Investigations RATED A.— (SUPERIOR),FINANCIAL SIZE XV:APPROVED INSURER OF THE STATE BAR OF CA
2240 Encinitas Blvd., Suite D, #104 INSURER B:
Encinitas, CA 92024-4304 INSURER C
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED,NOTWITHSTANDING ANY REQUIREMENT.TERM OF CONDITION OF ANY CONTRACT
OR OTHER DOCUMENTWITH RESPECi TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY 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 CLAMS.
JAR ;YPE6 u5L14Aff Pg1C NW'bEP PSIEY EFFERNE PDLKY OARATY.N I_�1R
l� 6AIEIR"JRVlP OAIEPQVDW-)
GENERAL LIABILITY EAD DCCURENCE $
COMMERCIAL GENERAL LIABILITY DAMAGES:o Ren:ee Pre.Teez S
CLAIMS MADE OCCURRENCE MED EXP(Any one Krsoaj S
PERSONAL 6 ADV INJURY $
GENERAL AGGRREGATE $
GENERAL AGGREGATE LIMIT APPLIES PER PRODUCTS-COMPJOP ALL
POLO PROJECT LOC
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT S
ANY AUTO (Ea acdcern)
ALL OWNED AUTOS BODILY INJURY S
SCHEDULED AUTOS (Per Person)
_ MIRED AUTOS BODILY INJURY S
_ NON OWNED AUTOS (Per accident)
PROPERTY DAMAGE S
APP OVED AS TO rORM (Per accdem)
GARAGE LIABILITY BI Y.— AUTO ONLY EA ACCIDENT 5
ANYAUTO MICHAEL E. GATES OTHER THAN EAACC
CITY ATTORNEY AHOONLY: AOG I S
EXCESS LIABILITY EACH EACH OCCURRENCE
_OCCURRENCE _CLAMS MADE AGGREGATE S
S.
_ DEDUCTIBLE 5
_ RETENPON S 5
WORKERS COMPENSATION AND m LIMITS Efl
EMPLOYERS'LLABIUTY
E.L.EACH ACCIDENT 5
E.L DISFASEFA EMPLOYEE ( S
E.L.DISEASE—POLICY LIMIT IS
A I
OTHER
Lawyers PrWessonaJ Lindlily hstrance 11LPL0962218 6-28.2021 6-28-2022 S1,000,000151,000,000 $10,000 God
DESCRIPTION OF OF ERATIONSJLOCAT IONSJVEHICLESJEXCLU 5 IONS ADDED BY ENDORSEMENT15PECIAL PROVISIONS
Rendering of Professional Legal Services
CERTIFICATE HOLDER Iy, CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE ME EXPIRAPON DATE
City of Huntington Beach THEREOF,THE PRODUCER ABOVE WILL ENDEAVOR TO MAIL WITHIN30 DAYS WRITTEN NOTICE TO THE
HOLDER NAMED TO THE LEFT,BUT FAILURE TO DO SO SHALL IMPOSE-FlO OBLIGATION OR LIABILITY OF
E �6 2000 Main Street ANY KIND UPON THE INSURER,ITS AGENTS OR REPRESENTATIVES OR PRODUCER
Huntington Beach, CA 92648 PRODUCER SIGNATURE:
nre'j Frd<J/e CA License 080E l it