çBYLY
AGENDA REPORT
Meeting Date: August 11, 2026
Item Number:
To: Honorable Mayor & City Council
From: Laurence S. Wiener, City Attorney
Subject: AN AGREEMENT BETWEEN THE CITY OF BEVERLY HILLS
AND MORGAN, LEWIS & BOCKIUS, LLP FOR SPECIAL
COUNSEL SERVICES
Attachments: 1. Agreement
RECOMMENDATION
The City Attorney recommends that the City Council move to approve the Agreement between the City of Beverly Hills and Morgan, Lewis & Bockius, LLP, for special counsel services.
INTRODUCTION
Marcus Wu has provided to the City legal services related to special tax matters for approximately twenty years. Mr. Wu recently left his current firm to join Morgan, Lewis & Bockius, LLP (“Morgan, Lewis”). The City desires to continue to have Marcus Wu provide special counsel services to the City.
DISCUSSION
Marcus Wu has been providing the City with special counsel services in connection with tax matters since 2006, most recently with the Law Offices of Pillsbury Winthrop Shaw Pittman, LLP (“Pillsbury”). The City has been very satisfied with his services.Mr. Wu recently left Pillsbury and joined Morgan, Lewis. City staff would like to retain Mr. Wu’s services and therefore are proposing an agreement with Morgan, Lewis, with arate adjustment.
The most recent agreement with Pillsbury was executed in 2020 and the rates have not been increased since that time. The new rates for Morgan, Lewis are proposed at $750 per hour for Partners and Of Counsel attorneys, $660 per hour for Associates at $395 per hour for Benefits Advisors. The terms of the proposed Agreement have been recommended by the City Council Litigation Subcommittee, which consists of Mayor Corman and Councilmember Friedman.
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Meeting Date: August 11, 2026
FISCAL IMPACT
Funds are available in the Finance Department budget and will be allocated to Morgan, Lewis & Bockius, LLP rather than Pillsbury Winthrop Shaw Pittman, LLP.
Laurence S. Wiener,
City Attorney
Approved By
B0785-000 P326494 lvi .doc
Attachment
I
Docusign Envelope ID: 3991 A543-24F4-8A30-8086-5CADF8FC8FO3
AN AGREEMENT BETWEEN THE CITY OF BEVERLYHILLS AND MORGAN, LEWIS & BOCKIUS, LLP FORSPECIAL COUNSEL SERVICES NAME OF ATTORNEY: Morgan, Lewis & Bockius, LLP
RESPONSIBLE PRINCIPAL OF ATTORNEY: Marcus Wu, PartnerATTORNEY’S ADDRESS: 600 Montgomery Street Suite 2300San Francisco, CA 94111-2725
Attention: Marcus Wu, Partner
ATTORNEY’S E.I.N/TAX I.D. NO.: 23-089 1050CITY’S ADDRESS: City of Beverly Hills 455 N. Rexford Drive
Beverly Hills, CA 90210
Attention: Laurence S. Wiener, CityAttorney
COMMENCEMENT DATE: May 1, 2026TERMINATION DATE: Until terminated by City pursuant to Section 9 of the Agreement
CONSIDERATION: See Section 2
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3
AN AGREEMENT BETWEEN THE CITY OF BEVERLYHILLS AND MORGAN, LEWIS & BOCKIUS, LLP FOR
SPECIAL COUNSEL SERVICES
This Agreement is entered into in the City of Beverly Hills, between the City of Beverly Hills, a Municipal Corporation (hereinafter “City”) and Morgan, Lewis & Bockius, LLP(hereinafter “Attorney”).
Section 1. Attorney’s Responsibilities.
Attorney shall perform for the City all necessary and reasonable special counsel services in connection with certain tax matters as requested by the City, including the following:
(a) Provide legal advice regarding tax matters as requested by the City Attorney.
(b) Perform other legal services as requested by City in writing.
Marcus Wu shall be the partner responsible for the services provided to City pursuant to this Agreement. Marcus Wu may be assisted by other personnel upon advance written approval from the City Attorney. The services furnished by Attorney shall be under thedirection of the City Attorney.
Section 2. Consideration.
For Attorney’s services performed pursuant to this Agreement, City shall pay Attorney for the actual time of legal services rendered by attorneys at the rate of $750 per hour for Partners and Of Counsel, $660 per hour for associates, and $395 per hour for BenefitsAdvisors.
Time shall be billed in increinents of one tenth of one hour. City shall reimburse Attorney for actual expenses reasonably incurred in the performance of legal servicesunder this Agreement for court costs, services of process, messengers, deliveries, postage, andother similar services incidental to the performance of this Agreement. City shall not reimburseor pay Attorney for word processing, document preparation, or clerical tasks. City and Attorney -2-
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 agree that Attorney shall be reimbursed no more than fifty cents (50) per page for facsimiles, with, a maximum charge of Forty-Five Dollars ($45.00) for any individual facsimiletransmission, and no more than five cents (50) per page for photocopies.
Attorney shall send a monthly statement for services rendered during the previous month and for expenses incurred on the City’s account. The monthly statement shall describe thenature of the work performed, the attorney performing the work and the time spent for each taskas well as the nature of any fees and expenses incurred.
Section 3. Term.
This Agreement shall commence on May 1, 2026, and shall continue until terminated sooner pursuant to Section 9 of the Agreement.
Section 4. Billing.
Attorney shall submit monthly statements for services rendered in duplicate setting forth in detail a description of the nature of the services rendered and the hours required for their rendition during the preceding month to the City Attorney on or before the 20th of the followingmonth. Any expense over $250 shall include the appropriate documentation for that expense.Attorney shall also comply with the City of Beverly Hills Billing Guidelines, attached hereto and incorporated herein as Exhibit A, and shall provide an electronic version of the fee and expense entries included in each monthly statement for all litigation matters. For all other matters, Attorney shall provide the electronic version ofthe fee and expense entries ifrequested by the City Attorney.
The electronic version must be provided in the LEDES 1998B format or in another formatacceptable to the City Attorney.
Section 5. Indemnification.
Attorney shall indemnify, defend, and hold harmless City, City Council, its officers, agents, and employees, from any and all claims or losses resulting from physical injuryor damage to tangible property arising from the wrongful or negligent action or inaction ofAttorney or any person employed by Attorney in the performance of this Agreement. The provisions of this Section shall not limit in any way the insurance coverage that would otherwise -3-
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 be available to Attorney in the absence of this Section. It is agreed that no portion of such indemnity shall be deemed to broaden or expand Attorney’s liability for professional negligence beyond that provided by law, or deprive Attorney of any protection provided by law.
Section 6. Insurance.
(a) Attorney shall at all times during the term of this Agreement carry, maintain, and keep in full force and effect, insurance as follows or as reasonably approved by the City Attorney:
(1) A policy or policies of Comprehensive General Liability Insurance, with minimum limits of Two Million Dollars ($2,000,000) for each occurrence, combined single limit, against any personal injury, death, loss or damage resulting from the wrongful or negligentacts by Attorney. (2) A policy or policies of Comprehensive Vehicle Liability Insurance covering personal injuty and property damage, with minimum limits of One Million Dollars($1,000,000) per occurrence combined single limit, covering any vehicle utilized by Attorney in performing the Scope of Work required by this Agreement. (3) Workers’ compensation insurance as required by the State of California.
(4) A policy or policies of Professional Liability Insurance (errors and omissions) with minimum limits of Ten Million Dollars ($10,000,000) per claim and in the aggregate. Further, Attorney agrees to maintain in full force and effect such insurance for one year after performance of work under this Agreement is completed. (a) The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a rating of at least a A+;VIl in the latest edition of Best’s Insurance Guide, or equivalent rating agency. -4-
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 (b) Attorney agrees that if it does not keep the aforesaid insurance in full force and effect City may immediately terminate this Agreement. (c) At all times during the term of this Agreement, Attorney shall maintain on file with the City’s Risk Manager a certificate or certificates of insurance on the ACORD form,showing that the aforesaid policies are in effect in the required amounts. Attorney shall, prior to commencement of work under this Agreement, file with the City’s Risk Manager such certificateor certificates. The general liability insurance shall contain an endorsement naming the City as anadditional insured. (d) Attorney shall provide City with thirty (30) days prior written notice if the policies required under this Agreement will be canceled or reduced. (e) The general liability and workers compensation insurance provided by Attorney shall be primary to any coverage available to City. The general liability and workers compensation policies of insurance required by this Agreement shall include provisions for waiverof subrogation. (f) The insurance coverage amounts required under the Agreement do not limit City’s right to recover against Attorney and its insurance carriers.
Section 7. Successors and Assigns.
This Agreement may not be assigned by Attorney. This Agreement may not be amended without the written agreement of both parties hereto.
Section 8. Facilities and Equipment.
Attorney shall, at its own cost and expense, provide all facilities and equipment which may be required for performance of services required by this Agreement.
Section 9. Termination.
This Agreement may be terminated by City, without prior notice, at any time.
Attorney shall be entitled to the compensation earned by Attorney prior to the date of termination.Attorney shall be entitled to no further compensation after the date of termination. Attorney reserves the right to terminate the Agreement in the event that City fails to timely pay for -5-
Docusign Envelope ID: 3991A543-24F4-8A30-80B6-5CADF8FC8FO3 Attorney’s services after Attorney provides City reasonable notice and opportunity to cure such failure, or for any other reason permitted or required under the California Bar Rules of Professional Conduct.
Section 10. Miscellaneous General Provisions.
The parties agree to comply with Attorney’s miscellaneous general terms, attached hereto as Attachment F to the Agreement.
Section 11. Notice.
Whenever it shall be necessary for either party to serve notice on the other respecting this Agreement, such notice shall be served personally or by certified mail addressedto the City Attorney of the City of Beverly Hills, 455 N. Rexford Drive, Suite 230, Beverly Hills,California, 902 10-4817; or to Marcus Wu, 600 Montgomery Street, Suite 2300, San Francisco,CA 94111-2725, unless and until different addresses may be furnished in writing by either partyto the other, and such notice shall be deemed to have been served within seventy-two (72) hoursafter the same has been deposited in the United States Post Office by certified mail. This shall be valid and sufficient service of notice for all purposes.
Section 12. Extent of Agreement.
This Agreement represents the entire and integrated Agreement between City and Attorney and supersedes any and all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both City and Attorney.
Section 13. Severability.Invalidation of any provision contained herein or the application thereof to any person or entity by judgment or court order shall in no way affect any of the other covenants,conditions, restrictions, or provisions hereof, or the application thereof to any other person orentity, and the same shall remain in full force and effect. -6-
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 Section 14. Governing Law.
This Agreement shall be interpreted in accordance with the laws of the State of California.
Executed on this ________ day of August_, 2026 at Beverly Hills, California.
CITY OF BEVERLY HILLS
A Municipal Corporation
CRAIG A. CORMANMayor of the City of Beverly Hills,California ATTEST:
_______________________
(SEAL)
HUMA AHMEDCity Clerk
MORGAN, LEWIS, & BOCKIUS, LLP
MARCUS WUPartner
APPROVED AS TO FORM: APPROVED AS TO CONTENT:
LAURENCE S. WIENER RYAN GOHLICH, AICP
City Attorney City Manager
jtff ir
JEFF MUIR
Director of Finance
[Signatures continue]
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Docusign Envelope ID; 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 St(#OU QrtsstL
SHARON L’HEUREUX DRESSEL
Risk Manager
flJA&Ai1
ANTHONY RODSTEINPurchasing Services Manager
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Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3
EXHIBIT A
CITY OF BEVERLY HILLS, CALIFORNIA
GUIDELINES FOR LEGAL SERVICES
These Guidelines for Legal Services are issued by the City of Beverly Hills, California (the“City”) and apply to all legal matters being handled for the City. These Guidelines for Legal Services are effective November 18, 2025 and continue in effect until modified or terminated bythe City.
GENERAL EXPECTATIONS
The City expects all legal services providers to assist the City with timely and efficient problemresolution and reasonable avoidance of risk. We anticipate that this will require frequenttelephonic and written communication regarding the status of all matters and timely notice ofupcoming decision points. The City Council regularly meets on the first and third Tuesdays of each month. Information to be considered by the City Council is provided to the Council on the Friday preceding those meetings.
The City also requests adherence to the reporting and billing guidelines in the following pages.
Nothing contained in these guidelines is intended to restrict counsel’s exercise of professional judgment in rendering legal services for the City. No prior approval is necessary for any specific activity where the circumstances are such that obtaining prior approval would jeopardize the effective representation of the City. In such case, the City should be advised as soon as possibleafter the activity.Counsel should direct any questions concerning the Guidelines, or Beverly Hills policies and procedures to:
Laurence S. Wiener, Esq.
Beverly Hills City Attorney
Beverly Hills City Hall
455 N. Rexford Drive, Suite 230
Beverly Hills, CA 90210
Telephone: 310-285-1055
FEESWe understand that your fees will be charged at the hourly rates set forth in your legal servicesagreement with the City. As provided in that agreement, each timekeeper assigned to a Citymatter and not otherwise approved in the legal services agreement to work on the matter, must beapproved in writing in advance by providing to Mr. Wiener the timekeeper’s name, position, and billing rate prior to beginning any billing activity, as well as an explanation of the need for the timekeeper to work on the matter.
Any third parties to be retained by your firm, such as expert witnesses, must be approved inadvance by the City. Such approval shall be documented in the billing statements by including inthe billing entry related to this approval the date of the authorization and the name of the persongiving the authorization -9-
Docusign Envelope ID: 3991A543-24F4-8A30-80B6-5CADF8FC8FO3 COSTS AND EXPENSESIn general, the City expects that law firms and individual lawyers will take all reasonable steps to minimize the amount of costs and expenses charged in connection with a City legal matter. The City will reimburse a law firm for costs and expenses classified as reimbursable in the legalservices agreement and actually incurred in connection with the matter, so long as they are: (1) appropriate for completing the matter; (2) competitive with other sources of the same product orservices; (3) reasonable in amount; and (4) in accordance with the Fees, Costs, and ExpensesGuidelines set forth in Attachment A.
BILLING FREQUENCY AND FORMAT
All counsel must bill all matters on a monthly basis, and all fees and expenses incurred duringthat month should be included on the invoice for that month. All invoices for the month should be submitted at one time as a single submission. Absent extraordinary circumstances, no billing entries from prior billing cycles or late billing entries will be accepted or considered. Exceptionwill be made if the billing entry relates to goods or services provided by third-parties where thethird-party invoices are not received in time to be included on a prior bill.In order to facilitate prompt payment, law firms shall comply with these billing formatrequirements:
1. The firm must bill each matter with a separate invoice with the firm’s own invoice number. (Invoice numbers must be unique as to each separate matter).
2. For each matter’s invoice, the firm shall submit a cover page, which lists the following information:
A. The title of the matter. For litigation matters this should include the claim number or the case number and the court in which the matter has been filed.
B. The firm’s name, address, telephone number, fax number, and e-mail.
C. A summary and reconciliation displaying for each timekeeper the biller’s name, firm identifier, position, rate, the total hours billed for that invoice, and the total fees billed for the invoice. (This may be included at the end of the invoice, rather than on the coverpage.) D. The firm’s assigned invoice number, the billing period, the total amount billed for that invoice, and the contact person for billing.
E. If the invoice is a final bill, then the firm must prominently note that the invoice is final on the cover sheet (i.e., a “FINAL BILL” stamp may be used).
F. The firm should carry forward any outstanding unpaid amount to the following invoice.
3. For each invoice, the firm must submit an itemized billing that includes for each fee entry:
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Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 A. The date each task is performed.
B. The firm identifier (e.g., initials or timekeeper number) of the timekeeper that performed each task.
C. The hours billed for the task, reflecting the actual time spent on each activity.
D. A clear description of the activity performed (block, group, or cluster billing is not acceptable and each task must be billed as a separate entry — embedded time is notallowed).
E. Total fees billed for each entry.
4. For each invoice, the firm must submit an itemized billing that includes for each expense entry:
F. The date that each expense was incurred.G. The firm identifier (e.g., initials or timekeeper number) of the timekeeper associated with the expense, if any.
H. The number of units (e.g., number of copies, number of miles, etc.) associated with each expense.
I. The rate at which the expense is billed (e.g., per-page rate for photocopies, or mileage rate for automobile travel).
J. A clear description of the expense incurred.K. The total amount billed for each expense.
5. As noted above, certain billing tasks and expenses require the approval of the City. For billing entries for which such approval is required, the firm must include the name or identifier of theapproving person and the date of such approval in at least one task description relating to theauthorized activity in each monthly submission. [Example: “Phone conference with J. Doe,accident reconstruction expert, re photographs of accident scene (expert retained per L.
Wiener)]. Any such authorizations should be included at least once regarding activities thatrequire authorization in each billing period’s submitted invoices.
REPORTING OBLIGATIONSThe City expects to be kept closely involved with the progress of all matters. In general, the City should be kept apprised in writing of all significant developments in the case. Copies of all legal memoranda and pleadings should be provided to the City unless otherwise directed. Please donot send copies of correspondence to other counsel, depositions, interrogatories, voluminous discovery documents, or other work product without the specific request of the City. The City Attorney may also request periodic conference calls regarding the status of any particular matter. —11—
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 STAFFINGWhile there may be several attorneys working together on a case, the number of attorneysparticipating in any single event should be held to the minimum necessary to efficiently accomplish a task. During the course of the firm’s engagement, it may be necessary or advisableto delegate various portions of the case to different firm attorneys, paralegals and law clerks.Subject to the prior approval of personnel as discussed above, the firm should exercise discretion in making such assignments. In any event, the City will not pay for the training of attorneys.
The City expects that law firms will assign tasks among attorneys, paralegals and law clerks in amanner commensurate with the level of expertise required in the most cost effective manner possible. In this regard, the City expects that paralegals or law clerks are the appropriate timekeepers to be assigned to perform routine tasks including, but not limited to, drafting routinenotices for depositions, subpoenas, medical authorizations, necessary deposition summaries, and routine discovery requests. Billing for such activities by attorneys will be adjusted so that the firm is compensated for these activities at the firm’s paralegal rate.
BUDGETING
Please refer to Attachments D and E, which describe the initial litigation plan and budget workplan the City requires for significant pieces of litigation. A “significant piece of litigation” is litigation where attorney fees are expected to exceed $50,000. In these cases, we expect that theoverall litigation plan and budget be updated at 6-month intervals following completion of theinitial 60-day budget plan.BEVERLY HILLS APPROVAL In any case, where approval of the City is required, absent written notice to the contrary, only Laurence S. Wiener, City Attorney, is authorized to give such approval for the City. When required by these guidelines, the billing entries should identify the person granting approval. -12-
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3
ATTACHMENT A
FEES, COSTS. AND EXPENSES GUIDELINES
(I) Except as otherwise specifically provided in a legal services agreement, the City WILL reimburse the following fees, costs, and expenses:
• Fees incurred that are submitted in accordance with Attachment B—Billing Guidelines.• Filing fees and court costs, exclusive of costs related to penalties or sanctions imposed by a court due to the conduct of the law firm representing the City. • Fees billed in coirnection with travel that are billed at one-half of the timekeeper’s current approved rate. Fees may not be billed for travel between two different offices of your firm.
Beverly Hills will not be charged for travel time spent on other client matters. • Reasonable costs and expenses in connection with out-of-town travel (coach class air travel/standard size automobile rental/reasonable lodging and meals). • Courier charges or overnight delivery (unless such charges are caused by the law firm’s delay in preparing materials), deposition costs, transcript costs, and expert witness fees, provided that they are charged at your firm’s actual cost without markup. • Photocopies at the rate of $0.05 cents per copy. Entries must include the number of copies made.
• Expenses associated with the use of LEXIS or WESTLAW provided that such services are being used only when necessary and in a cost-efficient manner. Any computer research isto be billed at actual cost without markup for overhead. As most firms are billed for suchservices at a flat monthly rate, the City expects to be allocated a percentage share of suchcharge and not the vendor’s time-use charge. Documentation to support the allocation will be required.
(2) Except as otherwise provided in a legal services agreement, Beverly Hills WILL NOT reimburse for any of the following:
• Conflict of interest checks; file opening charges; legal training; educating new or substitute attorneys; proofreading by more than one attorney; attempted telephone calls; local transportation or meals; laundry, dry cleaning, in-room movies, minibar charges, bar oralcohol charges, or other similar personal expenses associated with out-of-town travel; timespent at meals or social activities; time spent in preparing bills; file closing charges;specialty rates or premiums unless specifically agreed to in writing, in advance, by the City.
Such approval is documented by stating in the billing entry the date of the authorization and the name of the person giving the authorization.
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Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 • Out-of-town travel between different locations of the same firm. The City’s matter has been assigned to your firm at a specific location. Any decision to staff the matter withtimekeepers from another location is considered a firm overhead expense. As such, thehours, fees, and expenses for such travel will not be compensated or reimbursed unlessBeverly Hills provides separate approval. • Office and professional overhead costs for items such as: office space or storage; office equipment or supplies; secretarial and clerical time; word processing; overtime charges(unless approved in advance by Beverly Hills in writing); telephone or ordinary postagecharges; books, subscriptions, or educational materials; professional association ormembership fees; and similar expenses. • The City will not accept any charges for intraoffice conferences that are administrative or clerical in nature.
• The attendance of more than one attorney at an oral argument, deposition, trial, or any meeting is discouraged. However, the City recognizes that certain conditions may requirethe presence of more than one attorney. In such case, the prior approval of Beverly Hills isrequired. Such approval is documented by stating in the billing entry the date of theauthorization and the name of the person giving the authorization.
There should be no standard minimum charges for services performed such as telephone calls or file review. Only the actual time expended should be charged. If research by attorneys or paralegals on a matter has application to other firm clients, the City should be billed only its proportionate share. The City should not be charged for routine legal research such as local practice rules or general research that the City expects counsel to fully know and understand.
Legal research on matters of common knowledge for a reasonably experienced practitioner will be considered routine and will not be paid.
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Docusign Envelope ID: 3991A543-24F4-8A30-80B6-5CADF8FC8FO3
ATTACHMENT B
BILLING GUIDELINES
(1) Please refer to the “Recommended Billing Format” details set forth below and theattached sample statement. All billing statements must include the following:
• Identification of the matter.
• The billing period covered by the statement.• MONTHLY FEES - For each item of work performed, the bill should include the date the work was performed; the identification of each attorney/paralegal/clerk (a “ServiceProvider”) who rendered the service; a narrative description of the work performed; theamount of time charged in 0.10-hour increments; the applicable hourly rate; and the totalcost of that item of work. • MONTHLY FEES SUMMARY - A summary showing the identification and level (e.g., partner, associate, paralegal) of each Service Provider, the aggregate hours billed, theapplicable hourly rate, and the cost of work on the matter during the billing period. • MONTHLY COSTS AND EXPENSES - Itemization of the total costs and expenses for the case during the billing period and the number of units of each item of expense. • CUMULATIVE FEES SUMMARY - A summary showing the identification and level of each Service Provider, the aggregate hours billed, the applicable hourly rate, and the costof work on the case from its inception. • CUMULATIVE COSTS AND EXPENSES SUMMARY - Itemization of the total costs and expenses for the case from its inception.
NOTE: (1) All time must be billed in increments of 1110th of an hour. (2) Attached is the recommended billing format for your review. While your bill can be formatted differently to accommodate your existing administrative systems, it mustprovide the foregoing information. -15-
Docusign Envelope ID: 3991 A543-24F4-8A30-8086-5CADF8FC8FO3
RECOMMENDED BILLTNG FORMAT
EIFS Date: April 18, 1996
Total
Date Attorney Description Time Rate Cost
1/3/05 JJM Review file to prepare Answer to .50/hrs. $100 $50.00 Interrogatories
1/9/05 KDC Review Interrogatorics from Plaintiff .30/hrs. $35 10.501/1 1/05 MMF Trial preparation: draft Motion in .60/hrs. $80 48.00 li,nine
1/14/05 JJM Review Answer to our Motion in .20/hrs. $100 20.00 limine
1/20/05 MMF Research re allocation of damages 1.30/hrs. $80 104.00 for Motion in lirnine response(authorized by L. Weiner 1/16/05) 1/21/05 MMF Letter to client re: conference results .10/hrs, $80 8,00
TIMEKEEPER SUMMARY -THIS BILL
Hours Rate Total
JJM, Partner .70 $100 $ 70.00
MMF, Assistant 2.00 $80 160.00
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Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 KDC, Paralegal .30 $35 10.50
Total 3.00 $240.50
DISBURSEMENTS -THIS BILL
Photocopies (17 copies) $0.85
Long Distance (12/20/04 —215/555-1234) $2.70
Total $3.55TOTAL FEES $240.50TOTAL DISBURSEMENTS 3.55TOTAL BILL $244.05 -17-
Docusign Envelope ID: 3991A543-24F4-8A30-80B6-5CADF8FC8FO3
ATTACHMENT C
REPORTING GUIDELINES
(1) INITIAL PLAN: Beverly Hills requests an initial litigation plan and budget work plan within sixty (60) days of your receipt of the assignment of significant litigation. Significant litigation shall include any case where attorney fees are expected to exceed $50,000. The initial litigation plan should include the following information. Please refer to Attachment D for the related budget work plan requirements.
• Case Summary
- Incident Date (if applicable) - Date answer filed
- Brief description of the case- Plaintiffs’ claims/reliefsought- Principal factual and legal issues- Other defendants- Jurisdiction/judge/attorneys • Proposed Litigation/Settlement Plan
- Identify the strengths and weaknesses of both plaintiff’s and defendant’s cases - Identify litigation objectives- Summarize the plan of action for achieving the litigation objectives - If appropriate, describe a potential settlement plan and alternatives related thereto • Proposed Plan of Work up to Pretrial
- Work directed to the initial pleadings
• Initial fact investigation• Preliminary legal research• Drafting responsive pleadings (answers, counterclaim, cross-claim, third party claim, etc.)
• Opponent’s anticipated activity
- Discovery of facts
• Interrogatories• Requests for Production/Admissions• Other written discovery• Deposition of fact and expert witnesses• Opponent’s anticipated activity - Anticipated third party discovery- Anticipated role of consultants and expert witnesses- Other legal research- Possibility of Motion to Dismiss/Motion for Summary Judgment -18-
Docusign Envelope ID: 3991 A543-24F4-8A3O-8OB65CADF8FC8FO3 (2) STATUS REPORT Beverly Hills requests a status report upon any material change in the case, following the completion of the Initial Plan indicating any material additions, deletionsor changes from the Initial Plan, particularly in the areas of strategy, liability, settlement, and budget.
(3) MEDIATION/ADR REPORT: The City requires that mediation/ADR reports withrecommended strategy and settlement authority be provided to the City at least three weeks prior to the scheduled date of rnediation/ADR to allow for such reports to be reviewed and to obtain direction from the City Council at a regularly scheduled closed session meeting of the CityCouncil. Upon consultation with the City Attorney to determine the City Council meetingschedule, the date for submission of the report may be revised provided that the City Council meeting schedule can accommodate a later date. The City Council normally meets on the firstand third Tuesday of the month. All memoranda to be distributed to the City Council forconsideration will be distributed on the Friday before a Tuesday meeting. -19-
Docusign Envelope ID: 3991A543-24F4-8A30-80B6-5CADF8FC8FO3
ATTACHMENT D
PRELIMINARY LITIGATION BUDGET
BUDGET FOR THE
CASE ACTIVITY NEXT 6 MONTHS
Case Assessment, Development and AdministrationPretrial Pleadings and MotionsDiscovery Trial Preparation and TrialAppeal
Expenses
Proposed Litigation Staffing:
NAME HOURLY RATE
Primary AttorneyPartnerAssociateParalegal
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Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CAOF8FC8FO3
ATTACHMENT E
PRETRIAL/TRIAL AND POSTTRIAL REPORTING
AND TRIAL BUDGET
(1) PRETRIAL REPORT: The City requests a pretrial report at least forty-five (45) days prior to the trial date. The report should include the following information and counsel recommendations:
• Status of lawsuit
• Future discovery planned or to be completed prior to trial• Explanation of overall defense strategy• Damages alleged (injury, medical expenses, lost wage amount, disability, lien) • Evaluation of the jurisdiction, judge and plaintiff attorney• Evaluation of the City’s exposure, including percentage chance of a defense verdict; potential adverse verdict amount; jury verdict potential at 100% liability; settlement value and recommended settlement amount, if any, prior to trial; and the status of settlement negotiations, if any • Current demand for settlement and settlement authority requested, if any• Estimated defense fees and costs through trial (see below) • Counsel recommendations
BUDGET THROUGH
CASE ACTIVITY TRIAL
Trial
Miscellaneous Work
Expert Witness Consulting Fees
Other Miscellaneous Costs and Expenses
Total Budget
(2) TRIAL REPORT: The City requires a daily report by telephone regarding the status of the trial.
The report shall be provided to the City Attorney, unless otherwise directed by the City Attorney. (3) POSTTRIAL REPORT: Beverly Hills requests a post-trial report within five (5) days after theconclusion of a trial. The report should include:
• A synopsis of the trial• An appeal recommendation, if appropriate, which should include the issues and an opinion on the odds of prevailing on appeal
• Estimated timeframe for the appeal process, if an appeal is recommended, and the associated legal fees and costs.
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Docusign Envelope ID: 3991A543-24F4-8A30-80B6-5CADF8FC8FO3
ATTACHMENT F
MORGAN. LEWIS & BOCKIUS LLP GENERAL TERMS
Conflicts of Interest
City is aware that Attorney is an international law firm that represents many other companies andindividuals and it is possible that some of Attorney’s present or future clients will have disputesor other dealings with City during the time that Attorney is representing City. Accordingly, as a condition of Attorney undertaking the services under the terms of this Agreement for City, Cityagrees that Attorney may continue to represent, and/or may undertake in the future to represent,existing and/or new clients in any matter, including litigation, that is not substantially related to Attorney’s work for City, even if the interests of such clients in those other matters arc directly adverse to City. Where ethically permissible to do so, Attorney agrees to notify City of each suchrepresentation as it arises. Attorney agrees, however, that City’s prospective consent to conflicting representations shall not apply in any instance where, as the result of Attorney’s representation of City, Attorney has obtained sensitive, proprietary or other confidential information of a non-public nature that, if known to another client of Attorney, could be used to the material disadvantage of City in a matter in which Attorney represents, or in the future is asked to undertake representation of that client.
Corporate Transparency Act/Beneficial Ownership Reportin2 Unless separately agreed in writing, in a form prescribed by Attorney, Attorney’s representation ofCity does not include legal advice regarding City’s reporting obligations or compliance with theCorporate Transparency Act or any similar laws of any jurisdiction (such as the New York LLC Transparency Act).
Addendum Reardin Data Protection
Attorney is committed to maintaining the privacy of personal data. In connection with the termsof this engagement, Attorney and City both agree that they will comply with their respectiveobligations under the applicable data protection, data privacy, and data security laws (the “DataProtection Laws”). For purposes of performing legal services, Attorney is an independent datacontroller (or comparable term/role).
To fulfill the terms ofthis engagement and for related purposes (such as updating Attorney’s clientrecords, processing our billing, and complying with our legal and regulatory obligations), City understands that Attorney may collect, store, use, and otherwise process personal data from andabout City, City’s employees, City’s agents and other third parties related to the engagement.Further, City agrees that it may be appropriate or necessary for Attorney to disclose and/or transferCity’s personal data to Attorney’s affiliates and third party providers who may be located in other jurisdictions (which may offer a different level of protection for personal data) in order to fulfill the terms of this engagement and for related purposes as described above. In all cases, Attorney -22-
Docusign Envelope ID: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 will take appropriate technical and organizational measures to protect against the unauthorized or unlawful processing of personal data.City shall not share, disclose or transfer (directly or through a third party at your direction) any personal data to Attorney, Attorney’s affiliates, and/or third-party providers engaged byAttorney/City to assist with this engagement, including those in other jurisdictions, unless such disclosure or transfer complies with the Data Protection Laws. City will obtain valid consents flom and/or furnish privacy notices to data subjects, or otherwise ensure the existence and validity of legal grounds, as needed to facilitate our collection and other processing of personal data, includingits cross-border transfers to such jurisdictions as the US.
City also agrees to comply with data localization requirements under the Data Protection Laws, asapplicable to the data that City shares, discloses or transfers to Attorney. Attorney is not responsible, in any jurisdiction, for compliance with localization requirements (unless local lawspecifically provides otherwise). Attorney’s information technology systems, including email, arehosted and personal data is stored on servers located in the US.
Attorney does not intend to access or process any “important data” as defined under Chinese DataProtection Laws. City shall not disclose, transfer, share, or provide Attorney with access to any important data, unless City first notifies us and obtains approval(s) from the Chinese government authorities as required under Chinese Data Protection Laws for the cross-border data transfer.
More infonnation about Attorney’s Privacy Policy (and Privacy Notices, as applicable) is available on Attorney’s website. By signing the Agreement, City confirms that City has read and understands Attorney’s Privacy Policy and any applicable Privacy Notice. Please contact thePrivacy office at MLPrivacyOfficemorganlewis.com with any questions, concerns or requeststo access, correct or invoke other rights related to personal data. 23 idocusign
Certificate Of Completion
Envelope Id: 3991 A543-24F4-8A30-80B6-5CADF8FC8FO3 Status: SentSubject: Please Docusign: FINAL Agreement - Morgan Lewis (for 8.11.26 CC Mtg).pdfSource Envelope:Document Pages: 23 Signatures: 5 Envelope Originator:
Certificate Pages: 3 Initials: 0 Shani Parker
AutoNav: Enabled 455 N. Rexford Drive
Envelopeld Stamping: Enabled Beverly Hills, CA 90210
Time Zone: (UTC-08:00) Pacific Time (US & Canada) [email protected] IP Address: 208.87.233.201
Record Tracking
Status: Original Holder: Shani Parker Location: DocuSign 7/31/2026 4:35:00 PM [email protected]
Signer Events Signature Timestamp
Marcus Wu Sent: 7/31/2026 4:45:09 PM
[email protected] (11.rtS Ui’- Viewed: 7/31/2026 5:05:22 PMSecurity Level: Email, Account Authentication Signed: 7/31/2026 5:06:25 PM(None) Signature Adoption: Pre-selected Style
Using IP Address: 170.85.154.205
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Larry Wiener Sent: 7/31/2026 5:06:26 PM
[email protected] (AVYt1 Uit(AAJX Viewed: 7/31/2026 5:46:15 PM Security Level: Email, Account Authentication Signed: 7/31/2026 5:48:17 PM(None) Signature Adoption: Pre-selected StyleUsing IP Address: 107.127.56.116 Signed using mobile
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Jeff Muir Sent: 7/31/2026 5:48:18 PM
[email protected] it_if (lk Viewed: 7/31/2026 5:57:32 PM Director of Finance Signed: 7/31/2026 5:57:50 PM
City of Beverly Hills Signature Adoption: Pre-selected Style Security Level: Email, Account Authentication (None) Using IP Address: 172.58.208.160
Signed using mobile
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Sharon L’Heureux Dressel Sent: 7/31/2026 5:57:52 PM
[email protected] PrusstL Viewed: 8/3/2026 9:40:28 AM Risk Manager Signed: 8/3/2026 9:40:34 AMSharon Dressel .
Signature Adoption: Pre-selected Style Security Level: Email, Account Authentication (None) Using IP Address: 198.245.189.166Electronic Record and Signature Disclosure:
Not Offered via Docusign
Signer Events
Anthony Rodstein
[email protected]
Purchasing Services Manager
City of Beverly Hills (Finance Department)Security Level: Email, Account Authentication (None)
SignatureSignature Adoption: Pre-selected StyleUsing IP Address: 198.245.189.166 Timestamp
Sent: 8/3/2026 9:40:36 AM
Resent: 8/3/2026 10:56:58 AMResent: 8/4/2026 11:01:26 AM Viewed: 8/4/2026 2:44:46 PMSigned: 8/4/2026 2:44:50 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Anthony Rodstein
arodsteinbeverlyhills.org
Purchasing Services Manager
City of Beverly Hills (Finance Department)Security Level: Email, Account Authentication (None)
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Sent: 8/4/2026 2:44:51 PM
Ryan Gohlich
[email protected] ManagerCity of Beverly HillsSecurity Level: Email, Account Authentication (None)Electronic Record and Signature Disclosure:
Not Offered via Docusign
Craig A. [email protected] Level: Email, Account Authentication(None) Electronic Record and Signature Disclosure:
Not Offered via Docusign
Huma Ahmed
[email protected] Level: Email, Account Authentication (None)Electronic Record and Signature Disclosure:
Not Offered via Docusign
Sent: 8/4/2026 2:44:51 PM
In Person Signer Events
Editor Delivery Events
Agent Delivery Events
Intermediary Delivery EventsCertified Delivery Events
SignatureStatus
StatusStatusStatus
TimestampTimestampTimestampTimestamp
Timestamp
Carbon Copy Events
Sivan Levin
slevinbeverlyhills.orgPlanning & Research AnalystCity of Beverly HillsSecurity Level: Email, Account Authentication(None) Electronic Record and Signature Disclosure:
Timestamp
Sent: 7/31/2026 5:57:51 PM
Status
COPIED
Carbon Copy Events Status Timestamp
Not Offered via Docusign
Jon Giardiello
[email protected]
Security Level: Email, Account Authentication
(None)Electronic Record and Signature Disclosure:
Not Offered via Docusign
Shani [email protected]
Security Level: Email, Account Authentication
(None)Electronic Record and Signature Disclosure:
Not Offered via Docusign
City Clerk’s [email protected] Level: Email, Account Authentication(None) Electronic Record and Signature Disclosure:
Not Offered via Docusign
Witness Events Signature Timestamp
Notary Events Signature TimestampEnvelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 7/31/2026 4:45:09 PM
Payment Events Status Timestamps