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HomeMy WebLinkAboutContracts & Agreements_188A-2021AGREEMENT FOR PERSONNEL -RELATED INVESTIGATIVE SERVICES This agreement for the provision of personnel -related investigative services ("Agreement") is made this 24th day of September, 2021, by and between Garon Wyatt Investigative Services, an individual business ("Investigator"), and the City of Redlands, a California municipal corporation and general law city ("Client"). Investigator and Client are sometimes individually referred to herein as a Party" and, together, as the "Parties." RECITALS WHEREAS, Investigator is a licensed private investigator, possessing a license to perform the investigative services described in this Agreement which is identified as follows CA PI License 188115, and WHEREAS, Client desires to retain Investigator for the provision of city personnel -related investigatory services as described herein, and WHEREAS, Investigator agrees to render the city personnel -related investigative services for Client on the terms and subject to the conditions of this Agreement; NOW, THEREFORE, in consideration of the mutual promises contained herein, Client and Investigator agree as follows. AGREEMENT Section 1. Authorization. 1 1 Client hereby authorizes Investigator to act on behalf and in the name of Client in the performance of the personnel -related investigative services more particularly described in Section 2 of this Agreement (the "Services"). 1.2 In performing the Services, Investigator, at all times during the term of this Agreement, is an independent contractor and not an employee of Client. Investigator shall not represent or otherwise hold out itself, or any of Investigator's employees or agents, to be an agent or employee of Client. 1.3 Client shall provide Investigator with all available facts, photographs, documents, and information known to Client pertaining to the investigation which would or potentially could affect the outcome of the investigation. Section 2. Services. 2.1 Investigator shall provide the Services, as more particularly described below, for Client for the purposes of conducting an investigation into the facts and circumstances surrounding an anonymous personnel -related complaint received by Client including: A. Identification of the factual basis for each allegation, B Identification of the absence of factual basis for any such allegations, C Identification of the factual basis for any responses/counter-allegations raised by witness or accused individuals, L.\ca\djm\Agreements\Garon Wyatt Investigative Services Agreement.docx.jn D Identification of the absence of any factual basis for any response/counter-allegations raised by witnesses or accused individuals, E. Assessment of the credibility of the complainant, accused individuals, and witnesses, and F Identification of the desired remedial actions. 2.2 A written report of Investigator's findings shall be promptly prepared and submitted to Client, counsel for Client, or as otherwise designated by Client in writing. Investigator may withhold any such report to be provided pursuant to this section 2.2 if Client's account is delinquent and unpaid beyond five (5) days. 2.3 Investigator shall conduct its investigative Services in compliance with all applicable Federal, State and local laws, including, if applicable, the Fair Credit Report Act (15 USC Sec 1681 and following) Section 3. Compensation. 3 1 Investigator shall be compensated by Client for the Services in accordance with the rate sheet detailing costs for the Services ("Rate Sheet"), which is attached hereto as Exhibit "A" and incorporated herein by this reference. 3.2 In the event Investigator, or any employee of Investigator, is subpoenaed, or otherwise directed to appear at a trial, hearing, arbitration, administrative hearing or other proceeding, or is otherwise required to be available to Client, or any other third party or entity as a result of, or in connection with any lawsuit, investigation, trial, deposition, discovery related matter, administrative proceeding of any agency, or arbitration or similar matter or proceeding related to, or arising out of, Investigator's services, efforts and/or investigations engaged in hereunder and within the scope of the Services rendered to Client, even if Investigator or an employee of Investigator, is named personally as a defendant in any legal complaint, Client will compensate Investigator at Investigator's normal hourly rates for such individuals as are involved in accordance with the Rate Sheet. Insofar as possible, Client will be kept informed in advance as to what such individuals are involved, in accordance with the Rate Sheet. Investigator will invoice Client on the first day of each month for services rendered and charges incurred by Client during the immediately preceding calendar month. Unless Investigator and Client otherwise agree in writing, each invoice will be due upon receipt. Any amount invoiced that remains unpaid for longer than thirty (30) days after the invoice date will incur a late payment fee equal to 1.5 % of the unpaid invoice, late payment fees then become part of the unpaid balance. 3.3 Client will be billed for incidental expenses, such as photocopies, facsimiles, cassette audiotapes, postage, overnight delivery, photocopies, facsimiles, cassette audio tapes, postage, overnight delivery, and communication charges and such items shall be called out on bills in accordance with the rates specified in the Rate Sheet. 3 4 Client agrees to pay Investigator for travel, with motor vehicle travel to be paid at the rate set forth in the Rate Sheet and other forms of travel reimbursed, including transportation, lodging and meals, if applicable, at the rates specified in the Rate Sheet. Section 4. Indemnification. 4 1 Client shall defend, indemnify, and hold harmless Investigator, and its employees, from and against any and all claims, losses or liability, including attorneys' fees, arising from injury or death to 2 L.\ca\djm\Agreements\Garon Wyatt Investigative Services Agreement.docx.jn persons or damage to property occasioned by any negligent act or omission by, or the willful misconduct of, Client, or its elected and appointed officials, officers, employees and/or agents in performing its obligations under this Agreement. 4.2 Investigator shall defend, indemnify, and hold harmless Client, and its elected and appointed officials, officers, and employees from and against any and all claims, losses or liability, including attorneys' fees, arising from injury or death to persons or damage to property occasioned by any negligent act or omission by, or the willful misconduct of, Investigator, or its officers, employees, and/or agents in performing the Services. Section 5. Insurance. 5 1 The following insurance coverage required by this Agreement shall be maintained by Investigator for the duration of its performance of the Services. Investigator shall not perform any Services unless and until the required insurance listed below is obtained by Investigator Investigator shall provide Client with certificates of insurance and endorsements evidencing such insurance prior to commencement of the Services. Insurance policies shall include a provision prohibiting cancellation or modification of the policy except upon thirty (30) days prior written notice to Client; provided, however, ten (10) days prior written notification shall be provided for any cancellation based upon non-payment of premium. 5.2 Investigator's insurance policies shall not be in compliance with this Agreement if they include any limiting provision or endorsement that has not been submitted to Client for approval. 5.3 Workers' Compensation and Employer's Liability insurance in the amount that meets statutory requirements with an insurance carrier acceptable to Client, or certification to Client that Investigator is self -insured or exempt from the workers' compensation laws of the State of California. Investigator shall execute and provide Client with Exhibit "B," titled "Workers' Compensation Insurance Certification," which is attached hereto and incorporated herein by this reference, prior to performance of the Services. 5 4 Comprehensive General Liability insurance with carriers acceptable to Client in the minimum amount of One Million Dollars ($1,000,000) per occurrence and Two Million Dollars ($2,000,000) aggregate, for public liability, property damage and personal injury is required. Client shall be named as an additional insured and such insurance shall be primary and non-contributing to any insurance or self-insurance maintained by Client. 5.5 Business Auto Liability coverage, with minimum limits of One Million Dollars ($1,000,000) per occurrence, combined single limit bodily injury liability and property damage liability This coverage shall include all Investigator owned vehicles used in connection with Investigator's provision of the Services, hired and non -owned vehicles, and employee non -ownership vehicles. Client shall be named as an additional insured and such insurance shall be primary and non-contributing to any insurance or self-insurance maintained by Client. 5.6 All policies, endorsements, certificates, and/or binders shall be subject to approval by the Client as to form and content. Client reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 5 7 At least fifteen (15) days prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with Client. If such coverage is cancelled or reduced, Investigator shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the Client evidence of insurance showing that the 3 L.\ca\djm\Agreements \Garon Wyatt Investigative Services Agreement.docx.jn required insurance has been reinstated or has been provided through another insurance company or companies. 5 8 Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A.VII and authorized to do business in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law Any other rating must be approved in writing by Client. 5.9 Investigator is expressly prohibited from assigning or subcontracting any of the Services without the prior written consent of Client. In the event of mutual agreement by the Parties to assign or subcontract a portion of the Services, Investigator shall add such assignee or subcontractor as an additional insured to the insurance policies required hereby and provide Client with the insurance endorsements prior to any Services being performed by the assignee or subcontractor Section 6. Confidentiality: 61 Except as otherwise required by law, Investigator shall not divulge, disclose, or communicate to third parties, without the express written authorization of Client, information pertaining to Investigator's Services for Client, or confidential information concerning Client's business, personnel, functions, or operations, acquired by Investigator during the term of this Agreement. Unless otherwise specified by the Client in writing, or in cases where Investigator has a legal obligation to notify law enforcement, all materials related to Client's case shall be safely destroyed by Investigator after a period of five (5) years following the Services performed for Client. Cases, which must be reported under the law, include child abuse, elder abuse, issues of national security such as terrorist threats, homicide, or conspiracy to commit homicide, etc. Investigator's confidentiality obligations under this Agreement, as stated above, shall survive completion of the services and termination of this Agreement. Section 8. Validity and Termination. 8 1 This Agreement applies to the entire business relationship between Client and Investigator, without limitation from beginning to the termination of the Services. 8.2 This Agreement may be terminated by Client, in its sole discretion, by providing not less than five (5) days prior written notice to Investigator of Client's intent to terminate. If this Agreement is terminated by Client, an adjustment to Investigator's compensation shall be made, but (1) no amount shall be allowed for anticipated profit or unperformed Services, and (2) any payment due Investigator at the time of termination may be adjusted to the extent of any additional costs to Client occasioned by any default by Investigator Upon receipt of a termination notice, Investigator shall immediately discontinue its provision of the Services and, within five (5) days of the date of the termination notice, deliver or otherwise make available to Client, copies (in both hard copy and electronic form, where applicable) of project related data, design calculations, drawings, specifications, reports, estimates, summaries and such other information and materials as may have been accumulated by Investigator in performing the Services. Investigator shall be compensated on a pro-rata basis for Services completed up to the date of termination. Section 9. Notices. 9 1 Any notice or other communication required, or which may be given, pursuant to this Agreement, shall be in writing. Any such notice shall be deemed delivered (i) on the date of delivery in person, (ii) five (5) days after deposit in first class registered mail, with return receipt requested, (iii) on the actual delivery date if deposited with an overnight courier; or (iv) on the date sent by facsimile or electronic mail transmission (including PDF), if confirmed with a copy sent contemporaneously by first class, 4 L.\ca\djm\Agreements\Garon Wyatt Investigative Services Agreement.docx.jn certified, registered or express mail, in each case properly posted and fully prepaid to the appropriate address set forth below, or such other address as a Party may provide notice in accordance with this section. CLIENT City Clerk City of Redlands 35 Cajon Street P 0 Box 3005 (mailing) Redlands, CA 92373 jdonaldson@cityofredlands.org (909) 798-7531 Section 10. INVESTIGATOR. Garon Wyatt Garon Wyatt Investigative Services P O Box 7521 Riverside, CA 92513 gaty@wyattinvestigations.com (951) 295-7510 Severability/ Entire Agreement/Amendment 10 1 The provisions of this Agreement are severable. If any portion of this Agreement is held invalid by a court of competent jurisdiction, the remainder of this Agreement shall remain in full force and effect unless amended or modified by mutual written consent of the Parties. 10.2 This Agreement constitutes the entire agreement of the Parties with respect to its subject matter 10.3 All modifications, amendments, or waivers of the terms or provisions of this Agreement must be in writing and signed by the appropriate representatives of the Parties. Section 11. Attorneys' Fees. 11 1 In the event any action is commenced to enforce or interpret the terms or conditions of this Agreement the prevailing Party shall, in addition to any costs or other relief, be entitled to recover its reasonable attorneys' fees, including fees for use of in-house counsel by a Party Section 12. Assignment: 12.1 This Agreement shall not be assigned by Investigator without the prior written consent of Client. Any assignment, or attempted assignment, without such prior consent, shall be null and void and, at the option of Client, result in the immediate termination of this Agreement. Section 13. Governing Law: 13 1 The validity and interpretation of any of the terms or provisions of this Agreement, or of the rights or duties of any of the Parties, shall be governed by and construed in accordance with the laws of the State of California. Section 14. Venue. 14 1 This Agreement shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflicts of laws provisions. The Parties agree that all actions or proceedings arising in connection with this Agreement shall be tried and litigated only in the state courts located in San Bernardino County, California, and the federal courts located in Riverside County, California. 5 L:\ca\djm\Agreements\Garon Wyatt Investigative Services Agreement.docx jn IN WITNESS WHEREOF, the undersigned fully understand the terms and conditions of this AGREEMENT and, by signing below, agree to be bound by such terms and conditions CLIENT By Paul T Barich, Mayor ATTEST By e Donaldson, City Clerk 6 L \ca\djm\Agreements\Garon Wyatt Investigative Services Agreement.docx.jn INVESTIGATOR By A ' lY GARON WYATT CA PI License #188115 ("ip EXHIBIT "A" RATE SHEET Professional fees and expenses are billable for travel "portal-to-portal" from Investigator's Riverside, California address. Rates • Investigative services $150/hour • Meetings, review of organizational policies and procedures, examination and/or analysis of evidence, interviews, travel (portal to portal) and report preparation. • Confidential transcription services. • In the event Investigator is required (by any party of the investigation) to provide testimony at a post -investigation hearing, deposition, or trial, the fee is $250 per hour (four hours minimum) plus expenses. The subject's counsel may place the If Investigator is placed "on -call" for any trial, deposition or hearing associated with this investigation, Investigator shall be compensated for four (4) hours per day, at $150 00 per hour, for each of the days Investigator is directed to be "on -call." Client shall be invoiced on thirty 30 day basis for all services provided by Investigator Incidental Expenses. Incidental expenses, as described in Section 4.3 of this Agreement will be added for such incidentals as photocopies, facsimiles, cassette audio tapes, postage, overnight delivery, taxes and communication charges. 7 L:\ca\djm\Agreements\Garon Wyatt Investigative Services Agreement.docx.jn