HomeMy WebLinkAbout06 - NB-1 - Appointment of Tom Duarte of Law Offices - 3/1/2011CITY COUNCIL AGENDA REPORT
MEETING DATE: March 1, 2011 ITEM NUMBER:
SUBJECT: AMENDMENT TO CITY ATTORNEY CONTRACT
DATE: February 24, 2011
FROM: City Attorney's Office
PRESENTATION Kimberly Hall Barlow, City Attorney
BY:
FOR FURTHER INFORMATION CONTACT: Kimberly Hall Barlow, 714-754-5399
RECOMMENDATION:
Authorize the Mayor and City Clerk to execute the attached amended agreement with
Jones & Mayer for City Attorney services.
BACKGROUND:
Kimberly Hall Barlow of Jones & Mayer has been serving as City Attorney since 2004.
Due to business and personal commitments, Ms. Barlow has submitted her resignation
as City Attorney. Ms. Barlow will continue as a partner at Jones & Mayer and serve as
special counsel to the city. She will remain involved in the legal representation of the
city. Ms. Barlow has recommended Tom Duarte to serve as City Attorney. Mr. Duarte
has been with Jones & Mayer for 15 years and has served as counsel to the planning
commission since 2004. Council approval is required for the amendment to the
agreement for City Attorney services.
ANALYSIS:
The agreement for City Attorney services between the city and Jones & Mayer remains
unchanged. The amendment to the agreement simply addresses the change in the
attorney identified as City Attorney. As the firm has done since 2004, Jones & Mayer
will continue to diligently represent the city as city attorney.
ALTERNATIVES CONSIDERED:
The Council could choose not to approve the amendment to the agreement, in which case,
Kimberly Hall Barlow would remain City Attorney.
FISCAL REVIEW:
There will be no fiscal impact as a result of the amendment to the contract.
LEGAL REVIEW:
1
The City Attorney has reviewed and approved the agreement as to form.
CONCLUSION:
Council is requested to approve the agreement.
ALLAN ROEDER
City Manager
ATTACHEMENT:
9111031 V1:10 1150010 1
Amended Agreement
City Manager
City Attorney
City Clerk
Staff
File Name Jones & Mayer Retainer
KIMBERLY HALL BARLOW
City Attorney
Date 3-1-11 Time 10:17 AM
011
AMENDED RETAINER AGREEMENT
FOR
CITY ATTORNEY SERVICES
This Retainer Agreement for City Attorney Services ("Agreement") is made and entered
in to by and between the LAW OFFICES OF JONES & MAYER ("Jones & Mayer) and the
CITY OF COSTA MESA (the "City"), a municipal corporation of the State of California.
RECITALS
A. Jones & Mayer is a firm in the general practice of law with extensive municipal
experience, and is fully able to carry out the duties described in this Agreement.
B. The City desires to contract with Jones & Mayer to provide contract legal services
to the City.
AGREEMENT
NOW, THEREFORE, in consideration of the mutual terms and conditions set forth in
this Agreement, Jones & Mayer and the City agree as follows:
APPOINTMENT OF CONTRACT CITY ATTORNEY
A. Thomas P. Duarte ("Duarte") of Jones & Mayer, is hereby designated and
appointed as Contract City Attorney of the City and shall serve and be compensated as provided
by this Agreement. As the Contract City Attorney, Duarte shall process, coordinate, and direct, as
necessary, all legal services provided under this Agreement in order to maximize the timeliness
and usefulness of the delivery of such services. Duarte shall attend all City Council meetings and
other meetings, as required, and be available at all reasonable times to the Mayor and City
Council, the City Manager, and persons designated by the City Manager, in relationship to all
legal services to be furnished by Jones & Mayer under this Agreement. Duarte shall also direct
and coordinate all internal activities so that all services provided by Jones & Mayer under this
Agreement to the City shall be fully competent, professional, consistent, timely, and in
accordance with the standards prevalent in the industry. It is expressly understood that the
experience, knowledge, capability, and reputation of Duarte are a substantial inducement for the
City to enter into this Agreement. Duarte shall be responsible during the term of this Agreement
for directing all activities of Jones & Mayer on behalf of the City and devoting such time as
necessary to personally supervise such services. The primary assignment of Duarte shall not be
changed by Jones & Mayer without the express approval of the City.
B. Harold W. Potter, also of Jones & Mayer, is designated and appointed as Contract
Assistant City Attorney and shall serve in Duarte's absence.
C. Duarte and any other attorneys of Jones & Mayer assigned to perform approved
City business shall, at all times while this Agreement is in effect and at their sole cost and
expense, be fully qualified and licensed to practice law in the State of California and before all
appropriate federal courts and other bodies and tribunals.
D. The term of this Amended Agreement shall commence on March 1, 20011 and
shall continue thereafter unless and until it is terminated or amended.
2. SCOPE OF WORK
A. Jones & Mayer agrees to perform all necessary legal services as Contract City
Attorney, and shall:
Attend all regularly scheduled and special City Council meetings and City
Council study sessions.
2. Provide legal services on-site during office hours at City Hall at least four
(4) hours per week or as otherwise mutually agreed. These hours of on-site service will be at
regularly scheduled times made known to all members of the City Council and to all department
heads so as to facilitate informal, direct access to legal counsel as necessary.
3. Attend other meetings at City Hall as required by the City Council or the
CEO/City Manager.
4. Advise the City Council; appointed Commissions, Committees, and
Boards; City staff; and other City officials on all legal matters pertaining to City business.
5. Prepare, review, and approve as to form, contracts, agreements,
resolutions, ordinances, and all other standard City documents.
6. Prepare such written and oral legal opinions as shall, from time to time, be
requested by the City.
Perform such other routine legal services as are required, from time to
time, by the City Council or the CEO/City Manager.
8. Provide in-house training to City staff on issues pertaining to civil liability,
personnel and labor, and other issues as, from time to time, are identified by and requested by the
City Councilor the CEO/City Manager.
9. Review and approve as to form and content all proposed adverse personnel
actions as, from time to time, are requested by City staff and directed by the CEO/City Manager.
10. Perform all work related to advising staff on, and prosecuting, all
violations of City's municipal code.
11. Represent the City and the City's officials, officers, and employees in
litigation and administrative proceedings as directed by the City Council or the CEO/City
Manager.
12. Make recommendations concerning the selection of outside legal counsel
on appropriate matters and supervise such outside legal counsel handling transactional or
litigation matters on behalf of the City.
B. The City specifically reserves the right to retain, at its sole option, other legal
counsel for litigation and other specialized legal matters including, but not limited to, the
activities of the Redevelopment Agency, cable television, solid and hazardous waste, and
workers' compensation. This reservation of rights does not preclude the City or the
Redevelopment Agency from assigning these matters to Jones & Mayer as part of the scope of
duties under this Section 2.
3. COMPENSATION
Jones and Mayer shall be compensated under the terms of this Agreement as follows: A.
A. Basic Services
All legal services provided by Jones & Mayer shall be billed to the City at the rate of
$177 per hour. Paralegal services shall be billed at the rate of $100 per hour. All costs and
expenses, except for those as set forth in Section 3.13 below shall be deemed included in the
foregoing hourly billing rates. Fees associated with litigation shall be billed separately and at the
rate of $177 per hour for attorney time and $100 per hour for paralegal time.
The foregoing billing rates shall be adjusted annually (effective as of November 1 of each
year commencing in 2011) to reflect the lesser of: (1) any increase in the cost of living based on
the Consumer Price Index increase for the prior year utilizing the standard as established by the
Bureau of Labor Statistics of the U.S. Department of Labor for all urban consumers in the Los
Angeles - Anaheim - Riverside area, or another mutually agreed upon index based on comparable
data should the Consumer Price Index established by the Bureau of Labor Statistics be
unavailable; or (2) the percentage increase in actual labor costs of Jones & Mayer for the prior
year.
B. Litigation Expenses
Jones & Mayer shall be reimbursed for direct out-of-pocket expenses actually and
necessarily incurred in the course of providing legal services under this Agreement in preparation
for and maintaining the prosecution or defense of litigation, including without limitation: court
costs, jury fees, service costs, witness fees, deposition costs, reporters' fees, title reports,
photographs, diagrams, maps, and similar expenses.
C. Monthly Statements
Jones & Mayer shall submit itemized statements of all payments due under this
Agreement on a monthly basis to the City Manager. All work performed by Jones & Mayer shall
be billed in increments of tenths of an hour. The statement shall be in a form approved by the
City, and shall set forth a description of all work performed, the hours worked, the identity of
each person performing the work, the rate charged, and any litigation costs or expenses eligible
for reimbursement.
D. Payment
All hours shall be billed by the 15th day of each month following the close of the month
for which hours are being billed. Payment for hours shall be due and payable after review and
approval by the City Manager.
4. PROHIBITION AGAINST SUBCONTRACTING DELEGATING OR
ASSIGNMENT
Jones & Mayer shall not contract with or delegate to any individual or other entity to
perform on the City's behalf, in whole or in part, any of the services required under this
Agreement without the prior express approval of the City. In addition, neither this Agreement nor
any interest herein may be assigned or transferred, voluntarily or by operation of law, without the
prior express approval of the City.
5. CONFLICT OF INTEREST
Jones & Mayer shall at all times avoid conflicts of interest in the performance of this
Agreement. In the event that a conflict arises, Jones & Mayer shall immediately notify City.
Within thirty (30).days following execution of this Agreement, Jones & Mayer shall file a
conflict of interest disclosure statement setting forth any information related to potential conflicts
of interest to the extent such disclosure is required by law.
6. INDEPENDENT CONTRACTOR
Jones & Mayer shall perform all services required under this Agreement as an
independent contractor of the City, and shall remain at all times as to City a wholly independent
contractor with only such obligations as are consistent with that role. Jones & Mayer shall not at
any time or in any manner represent that it or any of its employees or agents are City employees.
PERFORMANCE REVIEW
The City and Jones & Mayer agree that, the City shall formally review the performance of
services by Jones & Mayer under this Agreement on an annual basis. The form and content of
such evaluation shall be as determined by the parties. The City and Jones & Mayer agree that
additional performance reviews may be conducted from time -to -time upon the request of either
ply.
8. DISPUTE RESOLUTION
If any dispute or disagreement arises between the City and Jones & Mayer as to any
matter relating to this Agreement, including but not limited to the scope of services, the
performance of the respective responsibilities of the City and Jones & Mayer, the quality of the
services rendered, and the billing of such services, the City and Jones & Mayer agree to confer
and attempt to resolve the matter informally. If the parties cannot agree, they agree that they will
refer the dispute or resolution to mediation to the fullest extent permitted by law. The parties are
aware that mediation is a voluntary process and pledge to cooperate fully and fairly with the
mediator in an attempt to reach a mutually satisfactory compromise of any dispute or
disagreement. The mediator shall be chosen by mutual agreement of the parties, and mediation
shall commence within thirty (30) days of either party's written request to the other for mediation.
Any agreement reached by the mediation shall be reduced to writing, be signed by the parties,
and be binding on them. This provision for mediation is an effort to protect, preserve, and respect
the requisites of a productive attorney-client relationship, but shall be without prejudice to either
party pursuing its other lawful remedies.
9. INSURANCE AND INDEMNIFICATION
A. Insurance
Jones & Mayer shall procure and maintain, at its cost, general liability, automobile,
worker's compensation, and errors and omissions/professional liability insurance coverage in the
amount of not less than $1,000,000 per occurrence. Such insurance shall be kept in effect during
the term of this Agreement and shall not be canceled without thirty (30) days' advance written
notice of proposed cancellation to the City. The insurance policy shall contain a severability of
interest clause providing that the coverage shall be primary for losses arising out of Jones &
Mayer's performance under this Agreement, and neither the City nor its insurers shall be required
to contribute to any such losses. Jones & Mayer shall provide certificates evidencing such
insurance as may be requested by the City.
B. Indemnification
Jones & Mayer shall defend, indemnify, and hold harmless the City, and its officers and
employees, from and against any and all actions, suits, proceedings, claims, demands, losses,
costs and expenses, including legal costs and attorneys' fees, for injury to person(s) or damages to
property (including property owned by the City), and for errors and omissions committed by
Jones & Mayer, its officers, employees, and agents, arising out of or relating to Jones & Mayer's
performance under this Agreement, except to the extent that such injury, damage, error(s) or
omission(s) may be caused by City's own negligence or that of its officers or employees.
10. RECORDS AND REPORTS
A. Records
Jones & Mayer shall keep such books and records as shall be necessary to perform the
services required by this Agreement and to enable the City to evaluate the performance of the
required services. The City shall have full and free access to such books and records that deal
specifically with the services performed by Jones & Mayer for City at all reasonable times,
including the right to inspect, copy, audit, and make summaries and transcripts from such
records.
B. Ownership of Documents
All reports, records, documents, and other materials prepared by Jones & Mayer, its employees
and agents in the performance of this Agreement shall be the property of the City and shall be
delivered to the City upon request by the City or upon termination of this Agreement. Jones &
Mayer shall have no claim for further or additional compensation as a result of the exercise by
the City of its full rights of ownership of the documents and material hereunder. Jones & Mayer
may retain copies of such documents for its own use.
C. Release of Documents
No report, record, document, or other material prepared by Jones & Mayer in the
performance of services under this Agreement shall be released publicly without prior written
approval of the City, except as may be required by law.
11. NONDISCRIMINATION
Jones & Mayer pledges there shall be no discrimination against or segregation of any
person or group of persons on account of race, color, creed, religion, sex, marital status, sexual
orientation, national origin, or ancestry in the performance of services under this Agreement.
12. TERMINATION
A. Termination By City
Jones & Mayer shall at all times serve under the terms of this Agreement at the pleasure
of the City Council, and the City Council hereby reserves the right to terminate this Agreement at
will, with or without cause, by providing written notice to Jones & Mayer. Upon receipt of any
notice of termination, Jones & Mayer shall cease all services under this Agreement except as may
be specifically approved by the City. At that time, all further obligations of the City to pay Jones
& Mayer for services rendered under this Agreement shall thereupon cease, except as set forth in
Section 12.0 below; provided, however, that the City shall be obliged to pay for all services,
costs, and expenditures lawfully incurred by Jones & Mayer prior to the effective date of such
termination, or subsequent to the date of termination at the direction of City.
B. Termination By Jones & Mayer
Jones & Mayer reserves the right to terminate this Agreement by giving ninety (90) days'
advance written notice to City.
C. Mutual Obligations Upon Termination By Either Party
In the event of termination of this Agreement by either party, Jones & Mayer shall
cooperate with the City in transferring the files and assignments to the City Clerk or other person
designated by City pending the hiring of another City Attorney. Jones & Mayer shall be
compensated at the hourly rates set forth in Section 3.A of this Agreement should Jones & Mayer
be called upon to perform any services after the effective date of termination, including the
transfer of files and assignments.
13. NOTICES
Notices regarding this Agreement shall be given in writing to the parties at the following
addresses:
CITY: CITY OF COSTA MESA
Attention: CEO/City Manager
77 Fair Drive
Costa Mesa, California 92626-6520
ATTORNEY: JONES & MAYER
Attention: Thomas P. Duarte
3777 N. Harbor Blvd.
Fullerton, CA 92835
14. AMENDMENT OF AGREEMENT
This Agreement contains all of the agreements of Jones & Mayer and the City. This
Agreement may be amended at any time by mutual consent of the parties by an instrument in
writing.
IN WITNESS WHEREOF, the duly authorized representatives of the parties have
executed this Amended Agreement in duplicate the day of
ATTEST:
JULIE FOLCIK
CITY CLERK
GARY MONAHAN
MAYOR
THOMAS DUARTE
CITY ATTORNEY