Contract - Liebert - 2024-12-276033 WEST CENTURY BOULEVARD,5TH FLOOR
LOS ANGELES,CALIFORNIA 90045
T:310.981.2000 F:310.337.0837
Los Angeles |San Francisco |Fresno |San Diego|Sacramento
www.lcwlegal.com
December 27, 2024
Dyana Bojarski
Administrative Services Manager
Costa Mesa Sanitary District
290 Paularino Avenue
Costa Mesa, CA 92626
dbojarski@cmsdca.gov
Re:Orange County Employment Relations Consortium
Dear Ms. Bojarski:
We look forward to another successful year with the Orange County 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 Six (6) full days of training annually, our monthly newsletter and telephone
consultation.
Enclosed is an Agreement for Special Services for your signature. If you are not the authorized signer for
your organization, you can simply forward the DocuSign email to the authorized signer. Once signed you will be
able to download a fully executed copy for your records. You will note that the enclosed contract includes the
extension of your existing Liebert Library subscription. Library subscription is optional and should you want to
change or cancel your subscription simply notify the firm at Library@lcwlegal.com.
Planning meeting notes were emailed separately, and we will send the annual workshop schedule out
shortly.
Some members have requested information regarding our customized training. We provide training outside
of the consortium on a variety of topics, all of which can be customized to include your policies and procedures.
The rates vary depending on the presenter. We are willing to provide this customized training for an individual
Consortium Member or a group of agencies so that the rate can be pro-rated.
If you have any questions about this program or our services, do not hesitate to contact me at (310) 981-
2055 or cweldon@lcwlegal.com.
Very truly yours,
LIEBERT CASSIDY WHITMORE
Cynthia S. Weldon
Director of Marketing and Training
Enclosures
Docusign Envelope ID: 1748CF2A-A270-4BCF-9EC5-86CE33D3B4C0
CO195
AGREEMENT FOR SPECIAL SERVICES
This Agreement is entered into between the Costa Mesa Sanitary District, hereinafter referred to as
"Consortium Member," and the law firm of LIEBERT CASSIDY WHITMORE, A Professional Corporation,
hereinafter referred to as "LCW" for the below described special services (“Agreement”). Consortium Member and
LCW may be referred to herein individually as “Party” or collectively as “Parties.”
WHEREAS Consortium Member has the need to secure expert training and consulting services to assist
Consortium Member in its workforce management and employee relations; and
WHEREAS LCW is specially experienced and qualified to perform the special services desired by the
Consortium Member and is willing to perform such services;
NOW, THEREFORE, Consortium Member and LCW agree as follows:
1.Term & Termination:
This Agreement is effective January 1, 2025 and shall remain in effect until terminated by either Party. Either
Party may terminate this agreement by providing thirty (30) days written notice to the other Party using the contact
information in the signature blocks. Upon receipt of the notice and as of December 31st of the year during which
notice was received, the Agreement shall be considered terminated.
2.LCW's Services:
Annually, from January 1st through December 31st, LCW will provide an annual membership in a
consortium and the Liebert Library, which includes the following Services, including the Materials as defined
below, to Consortium Member (and the other consortium members) in exchange for payment in full of the Fee
defined below:
A.Six (6) days of group training workshops covering various trainings applicable to Consortium Member,
with the specific subjects covered and lengths of individual workshop presentations to be determined by
Consortium Member and the other members of the consortium.
B.Availability of LCW attorney for Consortium Member to consult by telephone. Consortium calls cover
questions that the attorney can answer quickly with little research. They do not include the review of
documents, in depth research, written responses (like an opinion letter) or advice on on-going legal matters.
The caller will be informed if the question exceeds the scope of consortium calls. Should the caller request,
the attorney can assist on items that fall outside the service, but these matters will be billed at the attorney’s
hourly rate. (See Additional Services section.)
C.Providing of a monthly newsletter covering employment relations developments.
D.Access to the Liebert Library at the PREMIUM subscription level.
3.Fee:
The current cost for membership in the Orange County Employment Relations Consortium and Premium
Liebert Library membership is an aggregate amount of $4,730.00, (Four Thousand Seven Hundred Thirty Dollars),
(“Fee”). Payment of the annual Fee is due by February 1 each year to cover that year’s membership. There is a $100
late fee for payments received by LCW after this date.
The Fee will cover the above Services, including related development and distribution of written materials
provided to attendees at the training programs (also “Materials”).
LCW reviews its consortium rates on an annual basis, and if appropriate, adjusts them effective January 1st.
LCW will provide Consortium Member with written notification of any adjustments in the rates and Consortium
Member agrees to pay such adjusted rates or notify LCW of its intent to cancel its membership.
Docusign Envelope ID: 1748CF2A-A270-4BCF-9EC5-86CE33D3B4C0
CO195
4.Additional Services:
LCW shall, as and when requested by Consortium Member, make itself available to Consortium Member to
provide representational, litigation, and other services that are not included within the Services or Materials
described herein (“Additional Services”). The Consortium Member will be billed for the actual time such Additional
Services are rendered, including reasonable travel time, plus any necessary and reasonable costs and expenses.
The range of hourly rates for attorney time is from Two Hundred Seventy to Four Hundred Sixty Dollars
($270.00 - $460.00) per hour for attorney staff, Two Hundred Ninety to Three Hundred Dollars ($290.00 - $300.00)
per hour for Labor Relations/HR Consultant, Two Hundred Ten to Two Hundred Twenty Dollars ($210.00 -
$220.00) per hour for compensation, classification and labor relations analyst and from One Hundred Fifty to One
Hundred Ninety Dollars ($150.00 - $190.00) per hour for services provided by paraprofessional and litigation
support staff. Attorneys, paraprofessional and litigation support staff bill their time in minimum units of one-tenth
of an hour. LCW reviews its hourly rates on an annual basis and if appropriate in its discretion, adjusts them
effective July 1. LCW will provide the Consortium Member with written notification of any adjustments in the
ranges of hourly rates.
5.Ownership & Use of Materials:
LCW shall have and retain ownership of all intellectual property rights, including patent rights, copyrights,
moral rights, trademark rights, trade name rights, service mark rights, trade dress rights, trade secret rights,
proprietary rights, privacy rights, and publicity rights, whether or not those rights have been filed, registered or
applied for under any statute or are protected or protectable under applicable law existing at the time the Parties
enter into this Agreement with regard to the Materials ("Intellectual Property Rights"). LCW will retain ownership
of its Intellectual Property Rights. Consortium Member understands that the Material used during these
presentations, including written handouts and projected power points are provided solely for the contracted
workshops. Consortium Member warrants there will be no future use of LCW Material in other trainings without
the expressed written permission of LCW. To the fullest extent permitted by law, Consortium Member hereby
waives and release LCW, and each of their officers and employees (“Released Party(ies)”) from any and all claims,
demands, damages, or liabilities, including, but not limited to, those for the ordinary negligence of a Released Party,
claims for bodily injury, personal injury or illness, emotional distress, property damage, wrongful death,
consequential damages, economic damages, infringement, and attorney’s fees and costs (“Claims” or “Claim”),
which arise from or relate to Consortium Member’s unauthorized use of or modification of Material or breach of this
Agreement. This release does not apply to a Released Party to the extent a Claim is caused by the willful
misconduct or gross negligence of that Released Party.
6.No Representation or Warranty.
LCW does not make any specific promise, representation or warranty regarding the Materials. LCW is not
responsible for updating the Materials and, as time passes, the Materials may become outdated or contrary to
applicable laws. LCW does not guarantee that the Materials will meet the needs of the Consortium Member or
achieve certain results. LCW provides the Materials “AS IS” and without any warranty of any kind and any use by
Consortium Member is at their own risk. LCW expressly disclaims any and all warranties, including the implied
warranty of merchantability, fitness for a particular purpose and non-infringement to the fullest extent permitted by
law. To the fullest extent permitted by law, Consortium Member releases LCW from Claims arising from their use
or modification of the Materials.
7.Professional Liability Insurance.
The California Business & Professions Code requires an attorney to inform a client whether the attorney
maintains errors and omissions insurance coverage applicable to the Services. LCW confirms that LCW maintains
such insurance coverage.
8.Artificial Intelligence
Attorney policy permits attorneys to utilize generative artificial intelligence (“AI”) tools, e.g. Lexis+ AI, in
the performance of their work, but only in compliance with the firm’s Use of Artificial Intelligence Tools policy.
Docusign Envelope ID: 1748CF2A-A270-4BCF-9EC5-86CE33D3B4C0
CO195
Attorneys may use AI tools to assist in researching and preparing initial drafts. Attorneys may not use AI work
product without applying their own independent legal judgment. They may not disclose confidential information to
unsecure AI tools, and carefully check all AI-generated results for both accuracy and bias.
9.Disputes.
If a dispute between Consortium Member and LCW arises over fees charged for services, the controversy
will be submitted to binding arbitration in accordance with the rules of the California State Bar Fee Arbitration
Program, set forth in California Business and Professions Code, sections 6200 through 6206. The arbitrator or
arbitration panel shall have the authority to award to the prevailing party attorneys’ fees, costs and interest incurred
in such arbitration. Any arbitration award may be served by mail upon either side and personal service shall not be
required. If a dispute arises between Consortium Member and LCW over any other aspect of the attorney-client
relationship, including, without limitation, a claim for breach of professional duty, that dispute will also be resolved
by arbitration. Both Parties to this agreement, by entering into it, are giving up their constitutional right to have any
such dispute decided in a court of law before a jury, and instead are accepting the use of arbitration. Each Party is to
bear its own attorney’s fees and costs.
10.File Retention.
LCW will return Consortium Member provided documents upon request at the conclusion of Services. If
Consortium Member does not request the return of such documentation, LCW will retain it for a period of seven (7)
years after conclusion of the Services. If Consortium Member does not request delivery of such documentation
before the end of the seven (7) year period, LCW will have no further obligation to retain the file and may, at
LCWs’ discretion, destroy it without further notice to Consortium Member. At any point during the seven (7) year
period, Consortium Member may request delivery of the file.
11.Miscellaneous.
It is understood and agreed that LCW is and shall remain an independent contractor under this Agreement.
The Parties acknowledge that: (1) LCW is free from the control and direction of Consortium Member in connection
with the performance of Services; (2) LCW performs Services outside the usual course of Consortium Member’s
business; and (3) LCW is customarily engaged in an independently established trade, occupation, or business of the
same nature as the LCW performs for Consortium Member. This Agreement will be governed by and construed in
accordance with the laws of the State of California, without regard to its conflict of law provisions.
This Agreement, and any Exhibits, represents the entire and integrated contract between Consortium
Member and LCW, and supersedes all prior representations, or agreements. If any provision of this Agreement is
held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining valid provisions will
nevertheless continue in full force and effect. No modification to any provision of this Agreement shall be effective
unless approved in writing and signed by both Parties. The failure of a Party to enforce any of the provisions of this
Agreement shall in no way be construed as a waiver of such provisions and shall not affect the right of either Party
thereafter to enforce each and every provision herein. The signators to this Agreement are authorized to execute this
Agreement on behalf of and bind their respective Parties hereto. This Agreement may be executed in counterparts
(including counterparts delivered by facsimile or other electronic means), which taken together will form one legal
instrument.
Docusign Envelope ID: 1748CF2A-A270-4BCF-9EC5-86CE33D3B4C0
CO195
ACCEPTED AND AGREED on the date indicated below:
LIEBERT CASSIDY WHITMORE
A Professional Corporation
Attn: Melanie Chaney
6033 W. Century Blvd., 5th Floor
Los Angeles, CA 90045
Email: mchaney@lcwlegal.com
COSTA MESA SANITARY DISTRICT
By:By:
Melanie Chaney / Co-Managing Partner
Name:
Date:Title:
Date:
12/28/2024
Docusign Envelope ID: 1748CF2A-A270-4BCF-9EC5-86CE33D3B4C0
1/15/2025
Scott Carroll
General Manager
6033 WEST CENTURY BOULEVARD,5TH FLOOR
LOS ANGELES,CALIFORNIA 90045
T:310.981.2000 F:310.337.0837
Los Angeles |San Francisco |Fresno |San Diego|Sacramento
www.lcwlegal.com
SELECTION OF SERVICES
December 27, 2024
Dyana Bojarski
Administrative Services Manager
Costa Mesa Sanitary District
290 Paularino Avenue
Costa Mesa, CA 92626
(CO195-10000)
Invoice Number: 283922
Orange County Employment Relations Consortium
Membership: January 1, 2025 through December 31, 2025
ERC Membership w/ Premium Liebert Library Subscription
Premium Subscription provides unlimited access to LCW workbooks in digital
format, as well as over 200 sample forms, model policies and checklists that can
be downloaded and used as templates.
$4,730.00
For more information about the Liebert Library, please visit www.liebertlibrary.com, or
email library@lcwlegal.com.
Please add an addition $100.00 to your payment over the amount specified above as a late fee if payment is sent
after February 1, 2025.
Docusign Envelope ID: 1748CF2A-A270-4BCF-9EC5-86CE33D3B4C0