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LIEBERT CASSIDY WHITMORE
6033 West Century Boulevard, 51h Floor
Los Angeles, California 90045
T: (310) 981 -2000 F: (310) 337 -0560
June 5, 2012
Michael Casalou
Human Resources Administrator
City of Arcadia
PO Box 60021
Arcadia, CA 91066
Re: San Gabriel Valley Employment Relations Consortium
Dear Mr. Casalou:
We are looking forward to another successful year with the San Gabriel Valley Employment Relations
Consortium. The consortium committee has selected a wide variety of topics for your managers and supervisors.
We are pleased to provide the consortium with five days of training, our monthly Client Update, and telephone
consultation.
The workshops chosen for the upcoming training are listed on the enclosed planning meeting notes. We
will send a detailed schedule of the workshops in the next few weeks.
Enclosed is an Agreement for Special Services. Please execute and return a copy to our office. Contracts
are being sent now so that those agencies that wish to pay all, or part, of the enclosed invoice during the current
fiscal year may do so.
We appreciate your participation in the consortium and hope that you will take advantage of the member
benefits including consortium calls, local training and the ability to send employees to other consortium
workshops. If you have any questions about the consortium or our other training programs, please contact Cynthia
Weldon, Director of Training & Marketing at (310) 981 -2055 or cweldon a lcwle al.com.
We thank you for your membership and we look forward to another successful training year.
Sincerely,
LIEBERT LASS Y HITMO E
BY:
J. Sc Tiedemann
Man ing Partner
Enclosures
AGREEMENT FOR SPECIAL SERVICES
This Agreement is entered into between the CITY OF ARCADIA, A Municipal Corporation,
hereinafter referred to as "City," and the law firm of LIEBERT CASSIDY WHITMORE, A Professional
Corporation, hereinafter referred to as "Attorney."
WHEREAS City has the need to secure expert training and consulting services to assist City in its
relations and negotiations with its employee organizations; and
WHEREAS City has determined that no less than twenty four (24) public agencies in the San Gabriel
Valley Area have the same need and have agreed to enter into identical agreements with Attorney; and
WHEREAS Attorney is specially experienced and qualified to perform the special services desired by
the City and is willing to perform such services;
NOW, THEREFORE, City and Attorney agree as follows:
Attorney's Services:
During the year beginning July 1, 2012, Attorney will provide the following services to City (and the
other aforesaid public agencies):
1. Five (5) days of group training workshops covering such employment relations subjects as
management rights and obligations, negotiation strategies, employment discrimination and
affirmative action, employment relations from the perspective of elected officials, performance
evaluation (administering evaluations), grievance and discipline administration for supervisors and
managers, planning for and responding to concerted job actions, current court, administrative and
legislative developments in personnel administration and employment relations, etc., with the specific
subjects covered and lengths of individual workshop presentations to be determined by City and the
other said local agencies.
It is expressly understood that the material used during these presentations, including written
handouts and projected power points are provided solely for the contracted workshops. This
agreement warrants there will be no future use of Liebert Cassidy Whitmore material in other
trainings or formats without the expressed written permission of Liebert Cassidy Whitmore. Any
such use will constitute a violation of this agreement and copyright provisions.
2. Availability of Attorney for City to consult by telephone.
3. Providing of a monthly newsletter covering employment relations developments.
Fee:
Attorney will provide these special services to City for a fee of Two Thousand Five Hundred Thirty
Dollars ($2,530.00) payable in one payment prior to August 1, 2012. The fee, if paid after August 1, 2012
will be $2,630.00.
Said fee will cover Attorney's time in providing said training and consultative services and the development
and printing of written materials provided to attendees at the training programs.
Additional Services:
Attorney shall, as and when requested by City, make itself available to City to provide
representational, litigation, and other employment relations services. The City will be billed for the actual
time such representation services are rendered, including reasonable travel time, plus any necessary costs and
expenses authorized by the City.
The range of hourly rates for Attorney time is from One Hundred Eighty to Three Hundred Dollars
($180.00 - $300.00) per hour for attorney staff and from One Hundred Five to One Hundred Forty Dollars
($105.00 - $140.00) per hour for services provided by paraprofessional staff. Attorneys and paraprofessional
staff bill their time in minimum units of one -tenth of an hour. Communications advice (telephone, voice -
mail, e-mail) is billed in a minimum increment of three- tenths (.30) of an hour. Attorney reviews its hourly
rates in an annual basis and if appropriate, adjusts thorn effective July i.
Independent Contractor:
It is understood and agreed that Attorney is and shall remain an independent contractor under this
Agreement.
Term
The term of this Agreement is twelve (12) months commencing July 1, 2012. The term may be
extended for additional periods of time by the written consent of the parties.
Condition Precedent:
It is understood and agreed that the parties' aforesaid rights and obligations are contingent on no less
than twenty -four (24) local agency employers entering into a substantially identical Agreement with
Attorney on or about July 1, 2012.
Dated: LIEBERT CASSIDY WHITMORE
A Professional o ration
B
Y
Dated:Tu \S 12,0 1 L.
APPROVED AS TO FORM:
Stephen P. Deitsch
City Attorney
CITY OF ARCADIA
A Municipal Corporation
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® LIEBERT CASSIDY WHITMORE
6033 West Century Boulevard, 511 Floor
Los Angeles, California 90045
T: (310) 981 -2000 F: (310) 337 -0560
INVOICE
June 5, 2012
Michael Casalou
Human Resources Administrator
City of Arcadia
PO Box 60021
Arcadia, CA 91066
(AR020- 10000)
INVOICE NUMBER: 150694
SAN GABRIEL VALLEY EMPLOYMENT RELATIONS CONSORTIUM
Membership: 07101112 through 06130113
TOTAL AMOUNT DUE: $2,530.00
If paid after August 1, 2012 amount due is $2,630.00
(Includes $100.00 late fee)
LIEBERT CASSIDY WHITMOPE
San Gabriel Valley ERC
201212013 Planning Meeting Notes
April 19, 2012
I. Comments
• Difficult Conversations workshop received a lot of positive feedback
• Overall great presentations
• Presenters were great and took time to provide answers
• Laura, Liz and Mark were good presenters
• Enjoyed Liz
• Liebert Library will launch later this year
o CJPIA - online resource center, but agencies find it cumbersome /not user
friendly /not intuitive
• Members like receiving email blasts and reading blog post
• Planning Meeting Announcements should be sent to Primary Contact and
Announcement Contacts
• Maria had a rocky start but all is well now
• Consortium calls are generally going fine, but there was one call that was not returned
and the client had to recall
• Records request on increase
• The group discussed the creation of short training components
• Talking points that they could use during staff meetings on basic information
• Like Lexipol briefing
II. Services Explained
• Consortium calls can be placed to any of the LCW offices: Los Angeles, Fresno or San
Francisco. Members may ask for a specific attorney, such as Peter Brown for FLSA
questions, or any available attorney. Questions may also be submitted by email directly
to the attorney or to info @lcwlegal.com.
• LCW has multiple monthly newsletters: Client Update, The Briefing Room (geared
towards law enforcement) and Fire Watch (geared towards Fire Safety Personnel).
Consortium members may request to receive any or all of these publications. The
newsletters are sent either via surface mail or via email. The email comes from
Newsletter @lcwlegal.com so please ensure that this email address is accepted by your
system.
Los Angeles I San Francisco I Fresno I San Diego
www.lcwlegal.com
LIEBERT CASSIDY WHITMORE
San Gabriel Valley ERC
201212013 Planning Meeting Notes
April 19, 2012
• LCW provides a guide as to who should attend the workshops and requests that
agencies use their best discretion when registering employees for the session as the
composition of the audience can impact the message and tone of the workshop.
Consortium Workshops across the State: ERC members are able to attend other
Consortiums' workshops. If you are interested in attending, you must contact Maria
Bluth two weeks prior to the scheduled workshop. Once all the registration sheets are
received from the members of that Consortium, members from other Consortiums may
attend, space permitting. There is no cost to attend another Consortium's workshop,
unless they require a per person /refreshment fee.
• Social Media - ERC Members can now follow us on Twitter and our` Labor and
Employment blog. Twitter followers receive instant tweets to our alerts of firm
publications, blog posts, attorney authored articles and upcoming speaking
engagements, events and seminars. http:/ /twitter.com /lcwleaal. Blog subscribers
receive weekly updates on fresh and new labor and employment issues from
http://www.calpublicagencylaboremploymentblog.com.
WWW.LCWLEGAL.com: LCW's website is fully searchable for specific articles and content
appearing in our monthly newsletters and our annual Legislative Round -Up. Once on
our site, click on "search" under "News and Publications" and enter key words relating
to the specific subject or bill you're seeking information on. For example, if you'd like
information regarding bill AB 1825, simply type in `AB 1825' in the search box and the
information you need appears.
• Individual /customized training:
o Includes the incorporation of your policies and procedures, as well as an original
set of materials for your reproduction.
• Any of the workshops listed on the Master Workshop Topics List can be
presented outside of the consortium to one specific agency or a group of
agencies to share the cost. Our rate for a three -hour, half day session ranges
from $1,600 - $2,000 while a six -hour, full day session ranges from $2,500 -
$3,000. If you schedule two half day sessions on the same day, we will honor
the full day rate.
• LCW can send an e-mail to other agencies if a request for an individual
workshop has been made and the agency requesting the workshop wishes to
combine with other agencies. For more information, contact Anna Sanzone -Ortiz
at (310) 981 -2051.
Los Angeles I San Francisco I Fresno I San Diego
www.lewleizal.com
LIEBERT 'CASSIDY WHITMORE
San Gabriel Valley ERC
201212013 Planning Meeting Notes
April 19, 2012
III. Workshops for 2012/2013
• Performance Management: Evaluation, Documentation and Discipline (Half Day)
• Prevention and Control of Absenteeism (Half Day)
• Finding the Facts: Disciplinary and Harassment Investigations (Half Day)
• Personnel Issues: Hiring, Reference Checks and Personnel Records and Files (Full Day)
• Public Meeting Law (the Brown Act) and the Public Records Act (Half Day)
• Employees and Driving ( Half day)
• Accommodating Bad Behavior: We're Not Going to Take it (Half Day)
Executive Level Briefing (Half Day)
`• How to Succeed in the Public Sector (Half Day)
❖ Please note that LCW will be updating workshop titles. The title of the workshop may
change but the content discussed at the planning meeting will remain as discussed.
• Workshop hosts:
o All workshops will be held at Almansor Court in Alhambra.
• LCW will contact members to determine who is available to staff registration for the
workshops. However, if you would like to volunteer, please contact Cynthia at
cweldon @icwlegal.com or (310) 981 -2055.
• Hosting requires the agency representative(s) to arrive early, distribute material,
staff the registration desk, box up any extra material to give to the presenter, and
collect evaluation forms and sign -in sheets.
• Workshop scheduling:
o The group would like to continue holding workshops on the 2nd or 3rd Wednesday of
the month.
IV. Rate
• Membership fee is $2,530 and $2,935 (depending on date joined).
The per person fee for Almansor Court will remain at $35.
• A $100 late fee applies after August 1, 2012.
Los Angeles I San Francisco I Fresno I San Diego
www,lcwlegal.com