HomeMy WebLinkAboutP-21-020 Master Agreement for Workplace Investigations.pdfCONTRACT INFORMATION SHEET
DATE: 4/5/2022
Contract No.: P-21-020 Vendor Number: Various
Contract Title: Master Agreement for Name/Address:
Workplace Investigations
Contract Period: 1/25/2021 – 1/24/2024 Contact:
Using Agencies: Human Resources
Email:
Terms: Net 45, 3 years
Total Contract Amt.: $200,000
Buyer Name: Crystal Nino
Requisition No:1012200070 Org:10100500
Supersedes:
NEW RENEWAL ADJUSTMENT
X TICK DATE 7/20/23 REFERENCE (RFQ# / RFP#)
DESCRIPTION: New master agreement for workplace investigations. Vendors are: Kramer Workplace Investigations, Oppenheimer
Investigations Group, Leist & Associates, Sloan Sakai Investigation Services
SPECIAL INSTRUCTIONS:
DISTRIBUTION: Completed By: Date: Completed By: Date
DEPARTMENT: Human Resources
REQUISITIONER: Paige Benavides cn 4/5
Rev 1/3/2017
X
4/5/2022 - Adjustment to include vendor - Van Dermyden Makus
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* The County of Fresno is an Equal Employment Opportunity Employer *
County of Fresno
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MASTER PROCUREMENT AGREEMENT
Agreement Number P-21-020
January 19, 2021
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G:\PUBLIC\CONTRACTS & EXTRACTS\2021 CONTRACTS\P-21-020 MASTER AGREEMENT FOR WORKPLACE INVESTIGATIONS\CONTRACTS &
AMENDMENTS\DRAFTS\BLANK DRAFT.DOCX
PROCUREMENT AGREEMENT NUMBER: P-
$SULO , 2022
CONTRACTOR TO COMPLETE:
Company:
Type of Entity:
Individual Limited Liability Company
Sole Proprietorship Limited Liability Partnership
Corporation General Partnership
Address City State Zip
TELEPHONE NUMBER FAX NUMBER E-MAIL ADDRESS
Print Name &
Title: Print Name & Title:
Signature: Signature:
Van Dermyden Makus Law Corporation
2520 Venture Oaks Way, Suite 450 Sacramento CA 95833
(916) 779-2402 erm@vmlawcorp.com
Sue Ann Van Dermyden, Shareholder Eli Makus, Managing Partner
Sue Ann Van
Dermyden
Digitally signed by Sue Ann Van
Dermyden
Date: 2022.04.04 11:48:48 -07'00'Eli Makus Digitally signed by Eli Makus
Date: 2022.04.04 11:50:20 -07'00'
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Februay 22, 2022
VVIA ELECTRONIC MAIL: hmagill@fresnocountyca.gov
Hollis Magill
Director of Human Resources
County of Fresno
2220 Tulare Street, 16th Floor
Fresno, California 93721
Re: Engagement Letter for Investigative Services
Dear Ms. Magill:
This letter will confirm your request to engage Van Dermyden Makus Law Corporation (the Firm) to
provide investigative services for the County of Fresno (Client). This Agreement will govern all services to
be performed for this engagement.
Scope of Services. Client hires the Firm to perform legal services for Client in the form of an impartial
investigation regarding an employee complaint. The Firm will perform these duties as an attorney at law
for the purpose of facilitating the rendering of legal advice to Client by its counsel. The Firm’s
communications, work product, and the final report will be protected from disclosure pursuant to the
attorney-client privilege, unless waived by the Client.
Independence. As an independent contractor, the Firm has the right to determine the means, manner
and findings related to the investigation. Client agrees to allow the Firm full discretion to undertake the
investigation and otherwise make findings without influencing or interfering with the outcome. Client
understands and acknowledges that the Firm will exercise its independent judgment to make whatever
findings it deems are warranted based on the evidence developed in the investigation, and that this
Agreement is not dependent on the Firm’s making or failing to make any particular credibility
determination, finding of fact, or conclusion.
Limited Scope Agreement. The scope of this attorney-client representation is limited. The Firm will
perform an investigation as an attorney at law for the purpose of facilitating the rendering of legal advice
to the client by its counsel. The Firm will not render a legal determination whether there were violations
of any law or statute. The Firm will not act as an advocate or provide advice to Client with respect to
what employment actions, if any, should be taken as a result of the findings. The Firm will not represent
Client in any legal action or proceeding. It is expressly agreed that Client will look to its regular legal
counsel for such services, as well as for advice with respect to issues which may arise relating to the
investigation. This includes, without limitation, the admonitions, if any, to be made to employees who
are interviewed concerning confidentiality; the consequences of employee failure to cooperate in the
investigation; the accessing of electronic and other data; document retention; litigation holds;
appropriate interim employment measures pending investigation; compliance with the federal Fair Credit
Reporting Act; and compliance with the California Investigative Consumer Reporting Agencies Act. Client
PROCUREMENT AGREEMENT NUMBER: P-21-020
$SULO , 2022 Attachment E Page 1
also agrees it will look to its regular outside counsel for advice with respect to issues of attorney-client
privilege, scope of privilege, waiver, and work product in connection with the Firm’s services.
Client agrees it will comply with employer-required notice and consent rules to the extent applicable,
including those under Civil Code sections 1786 et seq.
CCooperation. To perform our services effectively, the Firm requires the full cooperation and support of all
representatives of the Client. You can assist us by keeping us fully informed as to facts and developments
relevant to our investigative services. It is essential that each client (as well as any employees or
representatives) provide us with accurate and complete information, including written materials when
requested, and that you make personnel available to the extent required.
Fees and Costs. Client agrees to pay the Firm at the following rates:
Staff Hourly Rates
Senior Partner $495
Partner / Of Counsel $425
Senior Associate $330
Associate $295
Law Clerk $200
Paralegal $150
Time charged will include, for example, time spent interviewing witnesses, writing the report of the
findings, reviewing documents and performing any necessary research. The time charged will also
include travel time and the time the Firm spends on telephone calls and emails relating to Client’s matter,
including calls and emails with the Client, witnesses, potential witnesses, or counsel representing any of
the parties.
Costs. The Firm may incur various costs and expenses in performing services under this
Agreement. Client agrees to pay for all costs and expenses, in addition to the hourly fee. Specifically,
Client agrees to pay a 2% administrative charge calculated on the service fees billed. This fee covers
costs and expenses incurred in our handling of the matter, such as postage, photocopies, parking fees,
bridge or other road tolls, fax charges, telephone charges and other similar charges. This administrative
fee does not include other out-of-pocket charges incurred by the Firm, such as messenger and other
special delivery fees, other travel costs such as mileage reimbursement at the federal standard mileage
rate in effect for the year or a vehicle rental, meals, lodging, and similar charges. In the event of a vehicle
rental, Client will be expensed for either the rental or calculated mileage at the federal standard mileage
rate in effect for the year, whichever is less. Client will be responsible for reimbursing Firm for the out-of-
pocket expenses as actually incurred by the Firm, and all costs and expenses will be charged at the Firm’s
cost. The Firm will not charge for word processing or overtime expenses associated with administrative
personnel.
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$SULOAttachment E Page 2
BBilling Statements. The Firm will send Client periodic statements for fees and costs incurred. Each
statement will be payable within thirty (30) days of its mailing date. The statements shall include the
amount, rate, basis of calculation or other method of determination of the fees and costs, which costs will
be clearly identified by item and amount.
Payment is due upon presentation of the invoice. Invoices that remain unpaid after sixty (60) days from
the invoice date are immediately subject to a late payment charge of fifteen percent (15%) per year,
accrued monthly. Because this matter is of a sensitive nature and subject to the attorney-client privilege,
we recommend that you treat our invoices as confidential documents and safeguard them appropriately.
Any estimate of fees given by the Firm shall not be a guarantee. Actual fees may vary from estimates
given.
Outside Experts. Should the matter require expertise from any outside consultants, you will have an
opportunity in advance to: (a) approve the rationale for retention of same; (b) approve the selection of
same; and (c) approve the rates and anticipated fees relating to such services. As of the time of this
engagement letter, the Firm has not identified the need to hire an outside consultant to assist in this
investigation, although there may be a need for transcription services relating to the tape recordings, if
any, of the witness interviews.
Compensation for Post-Investigative Work. This engagement shall be considered concluded after the Firm
has provided a final investigation report in this matter, whether oral or written. After the conclusion of
this engagement, should a need arise for the Firm to respond to any subpoena or discovery, to provide
testimony at deposition, trial or arbitration, or to otherwise perform services with respect to any matter
relating to or arising out of this engagement, Client shall compensate the Firm at its then applicable rates
for time expended, including all required preparation time. Client agrees to reimburse the Firm for all
reasonable fees and costs incurred in obtaining necessary representation for such proceedings, including
legal fees and costs that the Firm incurs in preparing for such proceedings. Client shall also compensate
the Firm at its then applicable rates for time expended in defending against any actual or threatened
claim with respect to which the Firm is entitled to indemnification pursuant to this Agreement, below. If
costs and/or expenses, including the costs of legal representation should reasonably be expected to
exceed $5,000, Client shall advance the funds to the Firm or the Firm's designee. If and when the Firm
receives a request for documents or testimony related to Firm’s investigation, we will retain counsel for
the Firm, who will timely contact Client to coordinate an agreed-upon response. Firm’s response will be
guided by the work-product doctrine and Client’s decision whether to waive all or part of the attorney-
client privilege.
Indemnification. Client agrees to defend, indemnify and hold the Firm harmless for and against all
actions, claims, and complaints, whether formal or informal, actual or threatened, arising from or related
to the investigation brought or asserted against the Firm by any investigation interviewee, Client
employee or official, or anyone claiming through them. This right of indemnification shall not extend to
any loss, liability, damage, or expense resulting from the Firm’s actual negligence or other actual
misconduct. Any right of defense or indemnification shall be undertaken by Client at its sole expense and
under its control. In accordance with California Rule of Professional Conduct 1.8.8, this provision is not
intended to apply to any potential professional malpractice action brought by Client against the Firm. The
Firm agrees to defend, indemnify and hold the Client harmless for and against all other actions, claims,
and complaints, whether formal or informal, actual or threatened, arising from or related to the
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$SULOAttachment E Page 3
investigation brought or asserted against the Client, other than those claims for which the Client is
defending and indemnifying the Firm, as set forth above.
DDischarge and Withdrawal. Clients may terminate the Firm’s investigative services at any time effective
upon delivery of written notice to the Firm. In this event, all unpaid charges will immediately become due
and payable. Unless we specifically agree to do so, we will provide no further services and advance no
further costs on the matter after we receive notice of termination. Our right to terminate services to a
client is subject to certain Rules of Professional Conduct that: (a) require us to take reasonable steps to
avoid foreseeable prejudice to the client from our withdrawal; and (b) establish standards for mandatory
and permissive withdrawal under certain circumstances. Failure by a client to pay our bills in full, and on
a timely basis, can constitute adequate grounds for us to withdraw.
No Warranty of Result. Although we believe that we can assist Client in reaching its goals, we cannot
predict or represent that a particular result can be obtained. We can make no promises or guarantees
regarding the outcome of the matter or matters that are the subject of our services.
Entire Agreement. This letter represents our entire agreement, which will be effective on the date of your
signature. It supersedes all prior agreements, statements, or promises made before this time.
Severability. Should any provisions of this contract be declared to be invalid or unenforceable, the
remainder of this contract shall remain in full force and effect.
Applicable Law. This Agreement shall be governed by the laws of the State of California. If it becomes
necessary for either party to instigate litigation to enforce its rights under this agreement, such litigation
shall be filed exclusively in the California state courts in the County in which the underlying matter is
pending, or the United States District Court, and each of the parties waive any objection to venue or
personal jurisdiction with respect to any suit under this agreement so filed. The prevailing party in any
such litigation will be entitled to recover from the other party all costs it incurs in connection with the
dispute, including reasonable attorney’s fees. The parties agree that if any portion of this agreement is
found to be unenforceable or invalid by a court of law, then all other portions that can be separated from
it or appropriately limited in scope shall remain fully valid and enforceable.
To signify Client’s agreement with the terms of this letter, please sign the original and retain it for your
files. You should sign the enclosed copy and return it to us for our files. An individual authorized to
execute this Agreement on behalf of Client, should sign, date and return a copy of this letter to the Firm,
signifying agreement to these terms.
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$SULOAttachment E Page 4
Thank you for this opportunity to provide investigative services.
Very truly yours,
Sue Ann Van Dermyden
I am authorized to sign this Agreement. I have read and understand the terms of this Agreement. I
hereby confirm the engagement of Van Dermyden Makus Law Corporation to provide investigative
services in accordance with its terms.
CCounty of Fresno
______________________________ ______________________________
Printed Name Title
______________________________
Signature
Date: __________________, 2022
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$SULOAttachment E Page 5