HomeMy WebLinkAboutC21528 - Liebert Casidy Whitmore-Membrship CVERC CONTRACT NO. C21528
CITY OF PALM DESERT
HUMAN RESOURCES DEPARTMENT
STAFF REPORT
REQUEST: REQUEST TO APPROVE RENEWAL OF THE CONTRACT WITH
THE LAW FIRM OF LIEBERT CASSIDY WHITMORE (LCW) IN
THE AMOUNT OF 5 395.50, TO MAINTAIN THE CITY'S
MEMBERSHIP IN THE COACHELLA VALLEY EMPLOYMENT
RELATIONS CONSORTIUM.
SUBMITTED BY: Lori Carney, Director of Administrative Services
DATE: July 13, 2017
CONTENTS: Contract No.. c21528 Coachella Valley Employment Relations
Consortium
Recommendation:-
By Minute Motion:
1, Approve Contract No. C21528 with Liebert Cassidy
Whitmore (LCW) for membership in the Coachella Valley
Employment Relations Consortium. Funds are available in Account
# 1104154--4 1 101.
2, Authorize the City Manager to execute the agreement.
Background:
The City of Palm Desert is a long-standing member of the Coachella Valley
Employment Relations Consortium. Membership entitles City employees to attend up to
five full days of training in management and employment relations here in the Coachella
Valley. The consortium is comprised of most of the other valley cities, the Coachella
Valley Water District and other special districts. Membership in the consortium provides
the City with several advantages:
Staff Report
LW Coachella Valley Employment Relation s Consortium
June 27, 2017
Page 2 of 3
• It offers specialized training for our Human Resources staff, which is
essential an keeping the City in compliance with the ever-changing rules
and regulations that govern employment practices.
• It provides other City executives, managers, and supervisors with
important• training in employment practices, which is useful in the
performance of their daily duties,
• Preventing Workplace Harassment and Ethics in Public Employment
sessions help the City meet State mandated training requirements,
• It entitles members to receive basic legal,advice from LW partners and
associates at no additional charge.
▪ It is the only organized forum for Coachella Valley Human Resources
professionals to discuss common issues and share innovations.
• The library subscription provides access to workbooks as well as 200
sample forms, policies and checklists that can.be.used as templates.
Training sessions scheduled for 017l 01 B include:
o Maximizing Supervisory Skills for the First Line Supervisor
o The Art of Writing the Performance Evaluation
o Risk Management Skills for the Front Line Supervisor
o Preventing Workplace Harassment, Discrimination and Retaliation
o Introduction to the FLSA
o Leaves, Leaves, and More Leaves
o Public Sector Employment Law-Update
0 The Disability Interactive Process
o Inclusive Leadership
Staff Report
LCW Coachella Valley Employment Relations Consortium
June 27, 2017
Page 3 of 3
Fiscal Analysis:
$5,395.50 - Funds are available in the 017/ 0'18 Human Resources
Department's City Wide Training account (1104164-431 101)
Submitted b :.
Lori Cara Director of Administrative Services
tallitei OP(67/1-362-4---Le
-.lacore, Director of Finance
Approval:
Lauri Aylaian, City Manager
•
LI Eh ERT CASSIDY'WIIITMORF.
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6U33 West Cuorury no'kiirvard,. 51N Floor
Lus-f ngeJesr { a1]lornia 40415
•'1: {310) 961-21)00 F- (310} 337.=115Ed)
.June 5;2OI7
Lori Carney
Human Resources Manager
City of PaIrrr Desert
•
73-5! Fret 1 �nrir. Drive
{}
PiIrn Desert:CA 92260
Re: C:ou hello Valk y'L nployr lent Reiatioriv Ga a ortitn
Dear Ms: Carney:
.We are I43oking forward to another successful year With the Coachella Valley Employment
Relations Consortium.."Th corisortiilm committee has selected a wide variety of topics for your infiiiagerS
and supervisors;, We are pleased.to provide the consortium with.ttve.tul] djys of training, our monthly
Client I Jp litc; and telephone consu[tat ion
We are enclosing the planning rnLcling notes for your records: We will forward the schedule
when it is read)..
Enclosed is-an Agreement for Special Servic:e. . Please execute and return n copy to our office.
you'll note that the attached 'invoice gives..you the option of subscribing (or renewing) 'your
Liebert I.ilarary membership. We've combined tlriS. iiih the consortium billing for your ease- you do
not want to.subscrihe+lu the Library; simply check the box ncxt:to ER onl}x and submit that.arnt_]unt, If
you do want to sc:bscribe/rent:W.,Just check the correspondii1g.hnx and return the amount indicated (the
listed r ile reflects.the ERC discount.)
if you have any-questions about the consortium.or our other Training programs, p[ease.contaet
Cynthia V.WerdOrk Pi eto'-f f vlrrk eth1gkocr T,uen inn at (79O) 9 f 705c !d . } 1 Y
.- O .. "G.- 4• �� 1-� or .�.4\C'.�. k+ .�f.]4„kY l.v:i11��}[SF;
1 o Thank yOLl for your Membership and We Cools forward to another.successluI training year,,
Sincerely.
LIEE3ERT - IDY WHITMORE
BY: • . •
ott Fiedemann
anaging Partner
F;nclo ii s:
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L.rxsAn el, kSunFr4nr,]ytgIFres I San Di n1S,a4rtu«11to
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•
CONTRACT NO. C21628
AGREEMENT FOR SPECIAL SERVICES
This Agreement is entcred into' between the City;of.Palm Desert, A Municipal Corporation, hereinafter
referred to as "Agency," and the law firm of L1IBE1 T' CASSIDY WHITMORE, A Protc.s ionril Corporation,
hereinafter referred to as "Attorney."
WHEREAS Agency !rris_ the. need to secure expert training:and consulting services lug assist Agency.in its
wuirkforce management and employee rc]ations: and -
WHEREAS Agency has determined that no 1css than fifteen (15) public agencies in the Coachella Valley arca
have the same need and have agreed td.enter into identical agr>eeriiciii with Attorney; and
WHEREAS Attorney is specially experienced and 'qualified to perform the _special'services desired by the
Aency.and is willing tia perform such services;
NOW, TI ICREFOKE,.Agency and Attorney agree as follows:
ttorney's S i-wices:
During the year beginning July ]; 2t1]7,.Attorney will provide the following services to..Agency (and the other.
aforesaid public agencies):'.
1. Five (5) days of g.roup'trsiinina '.orftshops covering such employment relations subjects as inariigcment rights
and obligations, 'negotiation sti'atcgics; employment discrimination .anal iffirznative action, emplo,rnerit
• relation* from the perspective of•&looted officials, performance evaluation (administering evaluations),
,rievance and discipline. administration for .supervisors. and managers, planning tor• and responding to
concerted job neuron ; cirrreut court,.administrative'and•'legislative'developments.in persoriiicl aidministration
and employment :relations, etc.; with the specific subjects ct-n..cred and. lengths of individuril workshop
presentations to be determined by Agency and the other said local agencies- -
It is expressly under Wod that the material used during.thcsc. presentations, including written handouts and
projected power prints arc provided solely for the contracted nn:' rkshops- This agreement warrants there,will
1 c no future,use of Liebert Cassidy Whitmore material in other- traitnrigs or formats without the expressed
va'ritten frcniilsslon of Liebert Cassidy Whitmore. Any such use will constitute a violation of this agreement
and copyright provisions.
Availability of Attorney for'Agency to consult. by telephone.: Consortium calls cover questions_that,the
attorney.can:answer quickly with little research. They do not. include the review.of docutncrits, in depth
research, written responses (like an ofiirilon Idler).or advice on.on-going 'legal matters- 'The caller will be
informed it'the.qui stion exceeds the scope of.consortium cal Is; Should the caller:iequest, the attorney can
assist on items that fall outside the service, but these matters will be billed at the attorney's hourly rotor. .(See
additional-xcrvices section,)
3. Providing ofa monthly newsletter covering employment relations developments.
Fee:
Attorney`will provide these special services'to Agency.for a. rec: of Four:Thousand Five Huridreid Dollars
(S4.500.00) t ay:able in one payment prior to August 1, .017,; The fee, if paid afi.er Atrgiist 1..2017 will he $4,600.00..
2I8465; I FROM-WI
CONTRACT NO. 021528
Said lee:,will cover Attorne}''s time in providing said training and consultative'services and the development
and printing of written materials provided to attendees at the training programs.
Attditionnl Services:
Attorney shall, as and when requested hy Agency, make itself availabre tii Agency to provide representational,
litigation, and other enployment.relations.services. iTo Agency will be billed for the actual time such..representation.
services:are rendered including reasonable travel tithe, plus.any necessary'costs and expenses eauthorized by the
Agency:
The range of hourly rates for Attorrtey.time is from Two Hundred to `I'hree•Hundred.Fifty Dollars (5200.00.-
350.00) per hour tot attorney.staff, One I1ttndred.Ninety-Five Dollars to Two Hundred Thirty Dollar ' ($195.00 -
$ 30,01) per hour for Labor Relations'HF .Cansultxnt and from Seventy-Five to One Hundred Sixty Dollars ($75,00 -
$160.00) por hour for services provided by par aprofe:s;sional and litigation support:staff Attorneys. paraprofessional
and litigation support.siitTb ll their time in'minimum units of.one-tenth hour: Attorney'reviews its hourly.raates
on an annual basis and ifapprolariatL radjilsts them effective July I.,
independent Contractor:
..It is understood and agreed that Attorney is and shall remain an independent contractor under this Agrccment_
Term:
The term of this Agrccrn nl is twelve (12) months commencing July 1,.2017, :The term may be extended for
additional periods of time by the written cunscnt of the parties.
Condition Pro eedent:
It i5 understood and agree f that the parties' aforesaid rights and•oblig Lions are:contingent on no loss than
fiitLcn (15) Ideal agency employees enteringitiir a substantially identical Agreemonl with Attorney on or about July I,
2017.
Dated:_.6 i.), i 7 L. ..
IERED . ASIDY WHITMORE
A Profes- +al Corp •ration
B
Dated: CITY ) PALM DESERT
A Mun c''al Corporation
ft1R+1059.] ER020-004
CONTRACT NO. C21528
LlEBERu CASSIDYWHITMORE
•
aiP33 West Centuty•EiouIeuardr 5+K F!rsnr
Lr Angs les,.Ca]Itort 90045
T! (310) 981-200 F: (3Fi1) 437,0560
INVOICE
Jtknu 5;24I7
Lori Carney
Hunan Resow-ce y:Manager
City of Palm Desert
73-510 Fred !faring Drive.
Palm Desert, CA 92260
(PA0 5-!0000)
11�T VOICE NUMBER:..14407 7
C liCHELLA VALLEYEMPLOYMENT REL ITIO NS CONSORTIUM
Membership; 0 7 01 17 through.06/3t7 18
Please make your check out for one of ttre followingamounts:
ERC Membership SL1,500.110 _
ERC Membership wi Basic L• ehcrt Library Subscription
(optional) I
. Basic Subscription provides access to over 200 sa.rnpleArms. 4,905.04 El.
}ol:cfes.and tit:e:.11; rs Mar am be u secd as Templates,
ERC Membership w!Premium Liebert Library Subscription
(optional)
Premium ,SubscrIplion provides unlin2ited access to LCW S5,395-50 •El
'orkbouks in digital format, as well as over 200.sampk fOrms,.
,_alicres andclecklL;ts that can be used as templates,. _ !
Note: Please send us'a copy of this.invoice alo rr,r w i h your pa rrmenr,
For more information an the rnany benefits of Liebert'Lihrarj.},}please visit
rvwts.lieherflihraryrcorrr, call Vladimir Power at 415.51 .3011 anti see the attached ad.
If ERC Membership paid after August 1, 2017 amount duels , 4,600.00
(Includes 5100.00!rite fee}
L41sAnE.i Fis I San FraI1cEtiu, E Feeyro I SariDEmal Sacranwntq
s W.I. v�I al.cnm
$k8,1155I,[ L:Ei020.004
CONTRACTNO. 15 8
L€- LIESE T ssir �r 1IHJT O
Coachella Valley ERC
2017/2018 Planning Meeting Notes
May 18, 2017
. ornments
• Overall the Consortium is going really well
• Group would like it if more people.were able to attend the workshops
o •Attendance still low at times even with the certificate program.
o Middle managers are hard.to get in attendance
• Caitlin is doing a good job
• Some members use iPads.or laptops during the sessions and wondered if they could
get the slides in advance? Maybe in an Apt they.can download from?
• .Some members who participate in the Train the Trainer program asked if the material
could be provided on a flashdrive instead of CD
• The group also discussed an Extranet for.materials
• We will ensure all signed up receive our newsletters.
• The LCW Public Sector Employment Relations Certificate Program will continue for the
upcoming training year. LCW will provide more advertising about the program. Asa
reminder, the key elementSare:
o Participants will earn a Public Sector Employment. Relations Certificate upon
completion of s out of 4.0 designated courses.
o Courses in the Certificate Program include:
• .Maximizing SUperv.Esory.Skills for the First Line Supervisor
• Performance Management: Evaluation, Documentation and Discipline
- A Guide to implementing Public Employee Discipline
• .12 Steps to Avoiding Liability
■ Introduction to the FLSA
• Leaves, Leaves and More Leaves.
• Privacy Issues in the.Werkpiace
• A Supervisors Guide to Labor Relations
• Administering Overlapping Laws Covering Discrimination,-Leaves and
Retirement
Las Angeles .1 San Froncisca I Fresno I Sari Diego I Sacramento
�_w_lc} legaLcern
CONTRACT N . C21526
LIEB)E T CASSIDY W H ITMORE:
Coachella Valley ERC
201.7/2018 Planning Meeting: ones
May. 18, 2017
■ Public Service: Understanding the Roles and Responsibilities of Public
Employees
of Participants have a three year period in which to complete fhe designated
workshops.
At the end of each designated workshop the attendee will receive an
acknowledgement form for that course. 'The form will be available at the •
workshop site.
o Agencies that track per workshop attendance may also keep record of
designated workshop attendance.
o. Upon receipt of 8 acknowledgement forms,the.participant vill submit them to
the Human Resources Department, who will notify LOW. Agencies that track
attendance may also notify LOW without the participant needing to submit the
forms to HR.
o Upon notification from the department, LOW will issue the formal certificate
along with a letter to the agency's City Manager, General Manager etc. about the
employee's Certification.
o. •Employees who.attend other consortium's trainings may use those workshops to
meet the requirements. By registering with LOW first, LOW will.make sure an
ackrroiedgernent form is available for the course.
IL Services Explained
• Consortium calls can be placed to any of the LOW offices: Los Angeles, San Francisco,
Fresno, Sacramento or San Diego. Members may ask for a specific attorney or any
available attorney. Questions may also be submitted by email directly to the attorney or
to info@lcwlegal.com:
• LOW has multiple monthly newsletters: Client Update,The Briefing Room (geared
towards law eriforcement).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 emair comes from
Newslettert icwlegal.com so please ensure that this email address is accepted by your
system.
▪ LOW 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.
• .Ocnsor#iurrr Wprkshaps across tFreState; ERC members are able to attend other
Consortiums' workshops. if you are interested in attending, you must contact aitlin'
Los Angeles f San Francisco I Fresno I San Diego I. Sacramento
INIvw.2cwlep.al.conm
CONTRACT NO. C21528
F , .W LiE8ERT CASSIDY WFUTMORE
Coachella Valley , C
2017/2018 PlanningMeeting Notes
May 18, 2017
Martin 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 Ts no cost to attend another Consortium's workshop,
unless they require a per person/refreshment fee.
• Webinars - LCW has designated iselect webinars far consortium members only.
Additionally., LOW provides webinars that are open to all public agencies, but provides
them at a'discaunted rate for consortium members. A list of.upcoming(and archived
webinars) can be found at: httpsl/www.lcwlegal.cornlevents-and_training/webinars.
seminars
• w P wiCwLEGAL,cOM: LCW's website is fully searchable for specific articles and content
appearing in our monthly newsletters and our.annual Legislative Roiurd-Up.
• 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.arid Seminars. f tto://t�vitter.comllcwlegai. Blog subscribers
receive weekly updates on fresh and new labor and employment issues from
http:f!wwW,calpublicuencvlaborernalvvnentb€og,com.
• Individual/customized training:
a Includes the incorporation of your policies and procedures, as well as an original
set of materials for.your reproduction.
•
o Any of the workshops listed on the Master Workshop Topics Met 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 $1,750 7$2, 00 while a six-hour,full day session ranges from ,150
3, 00. If you schedule two half day sessions on the.same.day, we will honor
the full'day'rate.
o LCW can send an e-mail to other agencies if a'request for are individual
workshop has been made and the agency requesting the workshop wishes to
combine with other agencies.. For more information, contact Anna anzone-Ortiz
at( 10) 981-205i.
III. Workshops for 2017/2(118
• Maximizing Supervisory Skills for the First Line Supervisor*.(Full Day)
• The Art of Writing the Performance Evaluation (Half Day)
• Risk Management Skills for the Front Line Supervisor(Half Day)
Los Angeles I. San Francisco J Fresno I San Dien I Sacramento
v4.r v icv4w1e ai.com
CONTRACT NO. C21528
Lew LiEBERT LASSIDY WHITMORE
Coachella Valley ERC
2017/2018 Planning Meeting Notes
Mai. 1 , 2017
• Preventing Workplace Harassment, Discrimination and Retaliation (Half Day)
• Introduction to the FLSA* (Half Day)
• Leaves, Leaves and More Leaves* (Half Day)
• Public Sector Employment Law Update (Half Day)
• The Disability Interactive Process (Half Day)
• Inclusive Leadership (Half Day)
*Applicable for credit In the Public Sector Employment Relations Certificate Program
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 Cathedral City, Coachella, La•Quinta, Coachella Valley Mosquito and Vector
Control and Indio have volunteered to host.
o 'Hosting requires the agency representative(s)to arrive early, distribute material,
staff the registration desk, box up any extra maternal to give to the presenter,
end•collect evaluation forms and sign-in sheets,
o Non-host agencies may volunteer to assist with registration or refreshments by
contacting the host agency directly.
▪ Workshop scheduling:
The group would like to hold workshops on Wednesdays and Thursdays. We will,
do our best to split the schedule evenly between the two days.
IV. Rate
• Membership fee is$4,500
• A $100 late fee applies after August 1, 2017.
Las Angeles 1 Son Francisco 1 Fresno I. San Grego a Sacramento
www,icw1egal,corn