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AGENDA REPORT
Meeting Date: September 22, 2026
Item Number:
To: Honorable Mayor & City Council
From: Laurence S. Wiener, City Attorney
Subject: AN AGREEMENT BETWEEN THE CITY OF BEVERLY HILLS
AND TAFT STETTINIUS & HOLLISTER LLP FOR SPECIAL
COUNSEL SERVICES RELATED TO INTELLECTUAL
PROPERTY MATTERS
Attachments: 1. Agreement
RECOMMENDATION
The City Attorney recommends that the City Council approve the Agreement between the City of Beverly Hills and Taft Stettinius & Hollister LLP (“Taft”), for special counsel services related to intellectual property matters.
INTRODUCTION
Jill Chalmers has provided trademark legal services to the City for many years. She recently left her current firm to join Taft. City staff would like to retain Ms. Chalmers’ services at her new firm.
DISCUSSION
Jill Chalmers has provided to the City legal services related to intellectual property matters for over fifteen years. The City has been very satisfied with her services. Ms.
Chalmers recently left Bryan Cave and joined Taft. City staff desires to continue to have Ms. Chalmers provide special counsel services to the City and requests that Council approve the Agreement with Taft.
FISCAL IMPACT
Funds are available in the General Fund budget and will be allocated to Taft rather than Bryan Cave.
Laurence S. Wiener,
City Attorney
Approved By
Attachment 1
-1-
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AN AGREEMENT BETWEEN THE CITY OF BEVERLY
HILLS AND TAFT STETTINIUS & HOLLISTER LLP FOR
SPECIAL COUNSEL SERVICES RELATED TO
INTELLECTUAL PROPERTY MATTERS
NAME OF ATTORNEY: Taft Stettinius & Hollister LLP
RESPONSIBLE PRINCIPAL OF ATTORNEY: Jill J. Chalmers, Partner ATTORNEY’S ADDRESS: 90 South Cascade Avenue, Suite 1500 Colorado Springs, Colorado 80903
Attention: Jill J. Chalmers, Partner
ATTORNEY’S E.I.N/TAX I.D. NO.: 31-0541755
CITY’S ADDRESS: City of Beverly Hills
455 N. Rexford Drive
Beverly Hills, CA 90210
Attention: Laurence S. Wiener, City
Attorney
COMMENCEMENT DATE: March 9, 2026
TERMINATION DATE: Until terminated by City pursuant to Section 9 of the Agreement
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AN AGREEMENT BETWEEN THE CITY OF BEVERLY
HILLS AND TAFT STETTINIUS & HOLLISTER LLP FOR
SPECIAL COUNSEL SERVICES ON INTELLECTUAL
PROPERTY MATTERS
This Agreement is entered into in the City of Beverly Hills, between the City of Beverly Hills, a Municipal Corporation (hereinafter “City”) and Taft Stettinius & Hollister LLP (hereinafter “Attorney”).
Section 1. Attorney’s Responsibilities.
Attorney shall perform for the City all necessary and reasonable special counsel services in connection with intellectual property matters as requested by the City, including the following:
(a) Provide legal advice and legal services to the City Council, City Manager, and City Attorney and such persons that they may designate. (b) Prepare reports and opinions as may be requested by the City.
Jill Chalmers shall be the attorney responsible for the services provided to City pursuant to this Agreement. All work shall be performed by Ms. Chalmers, Julie Bellville, Spencer Pedemonte, Judi Cope, Lisa DeSalvo, and Christine Rallo. Any additional personnel performing services under this Agreement shall be approved in writing in advance by the City Attorney. All personnel changes are subject to prior written approval of the City Attorney. The services furnished by Attorney shall be under the direction and supervision 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 services rendered by Jill Chalmers, partner, at the rate of $365 per hour; for services rendered by senior associates at the rate of $350 per hour; for services rendered by associates at the rate of $295 per hour; and for services rendered by paralegals at the rate of $140 per hour. The City Attorney may approve, in writing, services performed by other attorneys, Docusign Envelope ID: 61F8384E-F124-867A-8331-744FAA327C53 -3-
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paralegals and trademark administrators at these same rates based on their experience. Time shall be billed in increments of one tenth of one hour.
City shall reimburse Attorney for actual expenses reasonably incurred in the performance of legal services under this Agreement for court costs, services of process, messengers, deliveries, postage, and other similar services incidental to the performance of this Agreement. City shall not reimburse or pay Attorney for word processing, document preparation or clerical tasks.
Computerized research shall be billed at Attorney’s cost without additional mark-up. City and Attorney 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 facsimile transmission, and no more than five cents (5¢) per page for photocopies.
Attorney shall send a monthly statement for services rendered during the previous month and for expenses incurred on City's account. The monthly statement shall describe the nature of the work performed, the attorney performing the work and the time spent for each task as well as the nature of any fees and expenses incurred. Any expense over $250 shall include the appropriate back-up documentation for that expense (i.e. invoice, receipt, etc.).
Section 3. Term.
This Agreement shall commence on March 9, 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 following month. 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 Docusign Envelope ID: 61F8384E-F124-867A-8331-744FAA327C53 -4-
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shall provide the electronic version of the fee and expense entries if requested by the City Attorney.
The electronic version must be provided in the LEDES 1998B format or in another format acceptable 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 injury or damage to tangible property arising from the wrongful or negligent action or inaction of Attorney or any person employed by Attorney in the performance of this Agreement.
Notwithstanding the foregoing, any indemnification is subject to all available legal defenses.
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 negligent acts by Attorney.
(2) A policy or policies of Comprehensive Vehicle Liability Insurance covering personal injury 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. Any deductibles or self-insured retentions attached to such policy or policies must be Docusign Envelope ID: 61F8384E-F124-867A-8331-744FAA327C53 -5-
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declared to and be approved by City. Further, Attorney agrees to maintain in full force and effect such insurance for one year after performance of work under this Agreement is completed. (b) Attorney shall require each of its sub-contractors to maintain insurance coverage which meets all of the requirements of this Agreement. (c) 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+;VII in the latest edition of Best’s Insurance Guide.
(d) Attorney agrees that if it does not keep the aforesaid insurance in full force and effect City may either immediately terminate this Agreement or, if insurance is available at a reasonable cost, City may take out the necessary insurance and pay, at Attorney’s expense, the premium thereon.
(e) 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 certificate or certificates. The general liability insurance shall contain an endorsement naming the City as an additional insured.
(f) Attorney shall provide City with thirty (30) days prior written notice if the policies required under this Agreement will be canceled or reduced. All of the policies required under this Agreement shall state that the coverage contained in the policies affords insurance pursuant to the terms and conditions as set forth in this Agreement. (g) The insurance provided by Attorney shall be primary to any coverage available to City. The policies of insurance required by this Agreement shall include provisions for waiver of subrogation.
(h) Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, Attorney shall either reduce or eliminate the deductibles or selfDocusign Envelope ID: 61F8384E-F124-867A-8331-744FAA327C53 -6-
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insured retentions with respect to City, or Attorney shall procure a bond guaranteeing payment of losses and expenses.
(i) 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 upon completion of the services set forth in Section 1, or in the event that City fails to timely pay for 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. 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 addressed to the City Attorney of the City of Beverly Hills, 455 N. Rexford Drive, Suite 230, Beverly Hills, California, 90210-4817; or to , Jill Chalmers at Taft Stettinius & Hollister LLP, 90 South Cascade Avenue, Suite 1500, Colorado Springs, Colorado 80903, unless and until different addresses may be furnished in writing by either party to the other, and such notice shall be deemed to have been served within seventy-two (72) hours after 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.
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Section 11. 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 12. 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 or entity, and the same shall remain in full force and effect.
Section 13. Governing Law.
This Agreement shall be interpreted in accordance with the laws of the State of California.
Executed on this ____ day of _______, 2026 at Beverly Hills, California.
CITY OF BEVERLY HILLS
A Municipal Corporation
______________________________
CRAIG A. CORMAN
Mayor of the City of Beverly Hills,
California
ATTEST:
______________________(SEAL)
HUMA AHMED
City Clerk
[Signatures continue]
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TAFT STETTINIUS & HOLLISTER LLP
_____________________________
JILL J. CHALMERS
Partner
APPROVED AS TO FORM: APPROVED AS TO CONTENT:
_______________________ ____________________________
LAURENCE S. WIENER RYAN GOHLICH
City Attorney City Manager
____________________________
SHARON L’HEUREUX DRESSEL
Risk Manager
_____________________________
ANTHONY RODSTEIN
Purchasing Services Manager
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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 March 9_, 2026 and continue in effect until modified or terminated by the City.
GENERAL EXPECTATIONS
The City expects all legal services providers to assist the City with timely and efficient problem resolution and reasonable avoidance of risk. We anticipate that this will require frequent telephonic and written communication regarding the status of all matters and timely notice of upcoming 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 possible after 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
FEES
We understand that your fees will be charged at the hourly rates set forth in your legal services agreement with the City. As provided in that agreement, each timekeeper assigned to a City matter and not otherwise approved in the legal services agreement to work on the matter, must be approved 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 in advance by the City. Such approval shall be documented in the billing statements by including in the billing entry related to this approval the date of the authorization and the name of the person giving the authorization
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COSTS AND EXPENSES
In 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 legal services 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 or services; (3) reasonable in amount; and (4) in accordance with the Fees, Costs, and Expenses Guidelines 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 during that 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. Exception will be made if the billing entry relates to goods or services provided by third-parties where the third-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 format requirements:
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 cover page.)
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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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 not allowed).
E. Total fees billed for each entry.
4. For each invoice, the firm must submit an itemized billing that includes for each expense entry:
A. The date that each expense was incurred.
B. The firm identifier (e.g., initials or timekeeper number) of the timekeeper associated with the expense, if any.
C. The number of units (e.g., number of copies, number of miles, etc.) associated with each expense.
D. The rate at which the expense is billed (e.g., per-page rate for photocopies, or mileage rate for automobile travel).
E. A clear description of the expense incurred.
F. 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 the approving person and the date of such approval in at least one task description relating to the authorized 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 that require authorization in each billing period’s submitted invoices.
REPORTING OBLIGATIONS
The 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 do not 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.
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STAFFING
While there may be several attorneys working together on a case, the number of attorneys participating 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 advisable to 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 a manner 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 routine notices 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 work plan 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 the overall litigation plan and budget be updated at 6-month intervals following completion of the initial 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.
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ATTACHMENT A
FEES, COSTS. AND EXPENSES GUIDELINES
(1) 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 connection 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 is to be billed at actual cost without markup for overhead. As most firms are billed for such services at a flat monthly rate, the City expects to be allocated a percentage share of such charge 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 or alcohol charges, or other similar personal expenses associated with out-of-town travel; time spent 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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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 with timekeepers from another location is considered a firm overhead expense. As such, the hours, fees, and expenses for such travel will not be compensated or reimbursed unless Beverly 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 postage charges; books, subscriptions, or educational materials; professional association or membership 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 require the presence of more than one attorney. In such case, the prior approval of Beverly Hills is required. Such approval is documented by stating in the billing entry the date of the authorization 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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ATTACHMENT B
BILLING GUIDELINES
(1) Please refer to the “Recommended Billing Format” details set forth below and the attached 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 “Service Provider”) who rendered the service; a narrative description of the work performed; the amount of time charged in 0.10-hour increments; the applicable hourly rate; and the total cost 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, the applicable 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 cost of 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 1/10th 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 must provide the foregoing information.
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RECOMMENDED BILLING FORMAT
EIFS Date: April 18, 1996
Date Attorney Description Time Rate
Total
Cost
1/3/05 JJM Review file to prepare Answer to
Interrogatories
.50/hrs. $100 $50.00
1/9/05 KDC Review Interrogatories from Plaintiff .30/hrs. $35 10.50 1/11/05 MMF Trial preparation: draft Motion in
limine
.60/hrs. $80 48.00
1/14/05 JJM Review Answer to our Motion in
limine
.20/hrs. $100 20.00
1/20/05 MMF Research re allocation of damages
for Motion in limine response
(authorized by L. Weiner 1/16/05)
1.30/hrs. $80 104.00
1/21/05 MMF Letter to client re: conference results .l0/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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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 $3.55
TOTAL FEES $240.50
TOTAL DISBURSEMENTS 3.55
TOTAL BILL $244.05
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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/relief sought
- 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
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(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, deletions or 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 with recommended strategy and settlement authority be provided to the City at least three weeks prior to the scheduled date of mediation/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 City Council. Upon consultation with the City Attorney to determine the City Council meeting schedule, 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 first and third Tuesday of the month. All memoranda to be distributed to the City Council for consideration will be distributed on the Friday before a Tuesday meeting.
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B0785-0001\3258059v2.doc
ATTACHMENT D
PRELIMINARY LITIGATION BUDGET
CASE ACTIVITY
BUDGET FOR THE
NEXT 6 MONTHS
Case Assessment, Development and Administration
Pretrial Pleadings and Motions
Discovery
Trial Preparation and Trial
Appeal
Expenses
Proposed Litigation Staffing:
NAME HOURLY RATE
Primary Attorney
Partner
Associate
Paralegal
Docusign Envelope ID: 61F8384E-F124-867A-8331-744FAA327C53 -21-
B0785-0001\3258059v2.doc
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
CASE ACTIVITY
BUDGET THROUGH
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 the conclusion 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.
Docusign Envelope ID: 61F8384E-F124-867A-8331-744FAA327C53 Certificate Of Completion
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455 N. Rexford Drive
Beverly Hills, CA 90210
[email protected]
IP Address: 208.87.233.201
Record Tracking
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8/31/2026 2:07:29 PM
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City of Beverly Hills (Finance Department)
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City of Beverly Hills
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