2012-10-01_Supplemental Agenda Packet--Dossier de l'ordre du jour supplémentaireCity of Saint John
Common Council Meeting
Monday, October 1, 2012
Location: Common Council Chamber
Supplemental to Agenda
s 12.1 City Manager: Priority Setting and Budget Scheduling
s 12.2 City Manager: Request to Designate of Rockwood Park as a Heritage
Conservation Area
s 12.3 City Manager: Proposed Municipal Drainage Easement — 150 -151 Aspen Street
s 13.2 Committee of the Whole: Change to Governance Structure of the City
s 13.3 Committee of the Whole: ISN Contract
The City of Saint John
Seance du conseil communal
Le lundi le, octobre 2012
Lieu : Salle du conseil communal
Ordre du jour supplementaire
s 12.1 Directeur general : etablissement des priorites et calendrier du budget
s 12.2 Directeur general : demande visant a designer le parc Rockwood comme une afire
de conservation du patrimoine
s 12.3 Directeur general : projet de servitude de drainage municipale — 150 et 151, rue
Aspen
s 13.2 Comite plenier: Changer a la Structure de Gouvernance de la Ville
s 13.3 Comite plenier: ISN Contrat
REPORT TO COMMON COUNCIL
September 27, 2012
His Worship Mayor Mel Norton
and Members of Common Council
Your Worship and Members of Common Council:
SUBJECT: Priority Setting and Budget Scheduling
PURPOSE
The City of Saint John
On September 24, 2012 Common Council passed a resolution that directed the City Manager to
report back in one week's time on scheduling options for their priority setting sessions and 2013
service -based budget deliberations. This report outlines an alternative scheduling option for
Council to consider for setting priorities and a proposed timeline for a coordinated approach to
the 2013 budget process.
COUNCIL'S 2012 -2016 PRIORITY SETTING
As part of its governance role Common Council establishes strategic priorities that will guide
decision - making and allow the City to demonstrate accountability for results during its four year
term. These priorities define what Council would like to achieve over its term and provide an
opportunity to set a longer term direction for the community. As a result, Council's priorities
will be one of the measures that the public will use to evaluate Council's performance.
On July 18, 2012 a process for establishing Council's priorities was endorsed by Common
Council. The process was designed to incorporate three (3) workshop style sessions to facilitate
team building and collective decision - making. The goal was to ensure that Council formally
established their priorities in time to support the 2013 service -based budget process.
Based on strategic planning best practices, adequate time between sessions was proposed for the
facilitator to assess results and prepare the materials required to ensure Council's decision -
making is informed in terms of community priorities and the organization's capacity to achieve
these goals. The proposed timing of sessions was also intended to provide time for Council to
reflect on their collective discussions and decisions.
M &C September 27, 2012 - Priority Setting and Budget Scheduling
Page 2 of 4
A purchasing process was undertaken to engage an external facilitator for Council's priority
setting in August 2012. The City did not receive any proposals from the seven facilitators that
were invited to bid. The statement of work was reworked and a second invitation to bid resulted
in one proposal from Lift Consulting.
Based on the facilitator's availability, it was proposed that the two priority setting sessions
outlined in the proposal call be conducted on October 13 and October 27, 2012. Council
expressed concerns over these dates indicating the need to approve priorities in a timely matter,
time commitments, and ability to build momentum.
Working with the facilitator to address Council's concerns, a new plan for conducting priority
setting sessions is being proposed in Table 1. The plan incorporates three shorter sessions over
a condensed timeline. It also incorporates time for reflection and context for Council's decision -
making.
Table 1: Proposed schedule for Council's riority setting sessions
Date Session Description
Friday October 12`x' Setting the Context: Review of information that will guide Council in
(4:00 PM to 7:OOPM) setting priorities including Our Saint John - Community Vision, P1anSJ,
public engagement results, and priority themes generated during the one-
on -one meetings with Council members.
Saturday October 13`h Defining Outcomes: Participate in workshop activities that will support
(9:OOAM to 2:00 PM) Council in collectively defining strategic objectives for the community.
Tuesday October 23rd Confirming Outcomes: Finalize strategic outcomes against
(6:00 PM to 9:00 PM) organizational capacity. (As a note, this session will be held in place of
the regular Council meeting scheduled for October 22 "d)
2013 BUDGET PROCESS: SERVICE -BASED OPERATING AND CAPITAL BUDGETS
The goal for the 2013 budget process is to ensure that all budgets are approved in 2012. Council
will consider a total of four budgets including the general operating and capital budgets and the
utility (water and wastewater) operating and capital budgets. Staff is proposing a coordinated
approach to a service -based budgeting process that includes a public engagement program that
will inform decision - making, Council's priority setting and a multi -year core service review to
achieve this goal.
Table 2 outlines key milestone dates for Council's consideration for the 2013 budget process.
The process is designed to provide Council with adequate time to review each component of the
budget process to make informed decisions that reflect community needs and interests.
M &C September 27, 2012 - Priority Setting and Budget Scheduling
Page 3 of 4
In addition to priority setting, the proposed process provides Council with an opportunity to
establish a financial framework for the budget process. This involves Council providing
direction on the tax -rate, user fees, non -tax revenues and utility rates. It is envisioned that
decisions related to the financial framework will be informed with tax -base growth,
unconditional grant, debt capacity and pension liability projections. Council will also be given
the opportunity to provide direction on previous Council commitments to enhance certain
services (e.g., road condition enhancement with additional funding allocations over a specified
period).
Table 2: Key milestones dates for the 2013
October 1 Public Engagement — Community workshops and on -line consultation complete
October 9 Financial Framework — Presentation on financial outlook; Council direction provided
October 29 or Council Priorities — Council approval (sign -off) of priorities for 2012 -2016 term
November 5
November 5 Draft Utility Fund Capital Budget — Presented for Council review
November 19 Utility Fund Capital Budget — Council to approve
Draft General Fund Capital Budget — Presented for Council review
November 26 Core Service Review Results — Draft options for change and benchmarking information
Draft Utility Fund Operating Budget — Presented for Council review
December 3 General Fund Capital Budget — Council to approve
Draft General Fund Operating Budget — Presented for Council review
December 10 Utility Fund Operating Budget — Council to approve (set utility rate)
Week of General Fund Operating Budget — Council to approve (set tax rate)
December 17
In order to meet the proposed timelines for the 2013 budget process, there are several key
assumptions.
City receives tax base assessment and unconditional grant information from the Province of
New Brunswick by the third week of November.
Final determination is made on the pension liability by the end of November.
• Determination of which service areas, agencies, boards and commissions (ABCs), and
community organizations Council would like to hear from. (Any required presentations
and /or question periods would he incorporated into the proposed schedule)
M &C September 27, 2012 - Priority Setting and Budget Scheduling Page 4 of 4
RECOMMENDATIONS
It is recommended that Common Council:
1. Approve the proposed schedule and plan for Council's priority setting sessions (Table 1).
2. Endorse the proposed process and timelines for a coordinated approach to the 2013
service -based budget (Table 2).
Respectfully submitted,
Stephanie Rackley- Roach, P.Eng
Manager, Corporate Planning
Jacqueline Hamilton, MCIP RPP
Commissioner, Strategic Services
ptncWoods, CGA
City Manager
REPORT TO COMMON COUNCIL
M &C- 2012 -249
October 3, 2012
His Worship Mayor Mel Norton and
Members of Common Council
Your Worship and Councillors:
SUBJECT: Request to Designate of Rockwood Park as a Heritage
Conservation Area
INTRODUCTION
14
City of Saint John
At the December 5, 2011, Common Council referred a letter from Ms. Joan
Pearce to the City Manager which included a request to designate Rockwood Park
as a Heritage Conservation Area.
DISCUSSION
Common Council is well aware of the resourcing challenges that are impacting
the delivery of the heritage conservation service. City staff have indicated to
Council on a number of previous occasions that the City already has too many
designated properties given the human and financial resources available for the
program. These challenges are particularly acute at the present time as the service
received a 28% budget reduction in 2012 and is presently operating with no
dedicated staff. As a result, the City is in no position to consider adding
designated properties, particularly given the uncertainties respecting the 2013 and
future operating budgets. If Council is of a view that this proposal should be
evaluated and seriously considered, then it would be necessary for this project to
be referred to the budget process so the new resources necessary to undertake the
work can be identified and secured.
RECOMMENDATION:
It is recommended that Common Council not consider designating Rockwood
Park as a Heritage Conservation Area.
Respectfully submitted,
Ken Forrest, MCIP, RPP
Commissioner
Growth and Development Services
J. Patrick Woods, C.G.A.
City Manager
M &C- 2012 --252
September 27, 2012
His Worship Mayor Mel Norton and
Members of Common Council
Your Worship and Councillors:
SUBJECT: Proposed Municipal Drainage Easement -150 -151 Aspen
Street
ANALYSIS:
On April 27 & May 4, 2009, Common Council assented to a subdivision
proposing to extend an existing public street (Aspen Street) in order to
accommodate the creation of two unserviced lots. The lots to be created were
intended to accommodate the development of one single - family dwelling per lot.
With the approval of certain variances (lot area and permission to construct the
street extension to the "rural road" standard) from the Planning Advisory
Committee, the proposed lots would conform to the requirements of the Zoning
and Subdivision By -laws.
While the Development Officer would ordinarily be in a position to endorse the
final plan at this point, the final subdivision plan would vest two municipal
drainage easements, as illustrated on the attached Weldon Russell Subdivision
Plan. Consequently, the assent of Common Council is required before the plan
can be endorsed.
Normally the vesting of easements is considered in a recommendation from the
Planning Advisory Committee when dealing with more significant subdivision
applications. However, no municipal drainage easements were indicated on the
plan at the time this matter was before the Committee, and the Community
Planning Act does not require their involvement when dealing only with this type
of easement.
City of Saint John
M & C-2012-252 - 2 - September 27, 2012
The location of the proposed easement has been determined by working in
conjunction with Municipal Operations and Engineering, which supports the
vesting of the proposed easement. Therefore, the assent of the proposed municipal
drainage easements is recommended.
RECOMMENDATION:
That Common Council assent to the submitted Weldon Russell Subdivision, in
one or more phases, with respect to the proposed municipal drainage easements.
Respectfully submitted,
Ken Forrest, MCIP, RPP
Commissioner
Planning an Development
trick Woods, CGA
City Manager
PF
Project No. 12 -131
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October 1" 2012
Deputy Mayor and Councillors:
Subject. Committee of the Whole — Change to Governance Structure of the City
The Committee of the Whole, having met on September 4th, 2012, adopted the following resolution:
"RESOLVED that all necessary steps be taken to forthwith amend the governance of the City
structure such that Council has one (1 ) direct report, namely the City Manager, through whom
all others report and that to facilitate this change that the office of the City Manager, City
Solicitor, Treasurer, and Common Clerk work collaboratively to ensure the completion of this
process forthwith and, in any event by not laterlhan the end of 2012."
Mel Norton
Mayor
C`9-
g, �V!141• 1' :�HN P.O. Box 1971 Sjint Win, NO + -ufa E2L 4itio C.P. 1 971 Unt Wn, NA. Canad i E2L 40
INVESTIGATIVE SERVICES CONTRACT
THIS CONTRACT (the "Contract ") made in triplicate as of the day of October,
2012 (the "Effective Date ").
BETWEEN:
THE CITY OF SAINT JOHN, having its offices at the City Hall
Building at 15 Market Square, Saint John, New Brunswick, a body
corporate by Royal Charter, confirmed and amended by Acts of the
Legislative Assembly of the Province of New Brunswick, hereinafter
called the "City ",
THE FIRST PART,
_►I
INVESTIGATIVE SOLUTIONS NETWORK INC., an extra -
provincial corporation incorporated under the laws of the Province
of New Brunswick, having its head office located at Pickering in the
Province of Ontario, hereinafter referred to as the "Investigator ",
OF THE SECOND PART.
WHEREAS the City has contracted with the Investigator to carry out the Work and
Deliverables set out in this Contact;
AND WHEREAS notwithstanding that the City recognizes that individual(s) have or may
come forward with allegation(s) of sexual abuse by Mr. Kenneth Estabrooks and that
such individual(s) may have confidential counselling services made available to them,
no conclusion reached by the Investigator and no referral to confidential counselling
services shall constitute an admission of liability on the part of the City respecting any
allegation(s) of sexual abuse by Mr. Kenneth Estabrooks.
NOW THEREFORE THIS AGREEMENT WITNESSES that in consideration of the
mutual covenants and agreements hereinafter contained and other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the
Parties covenant and agree as follows:
1 INTERPRETATION AND GENERAL PROVISIONS
1.1 Defined Terms
25
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When used in this Contract, the following words or expressions have the
following meanings:
(a) "Applicable Laws" mean all applicable requirements, laws,
statutes, codes, acts, ordinances, orders, decrees, injunctions, by-
laws, rules, regulations that now or at any time hereafter may be
applicable to this Contract or any part thereof;
(b) "Business Day" means a day other than a Saturday, Sunday or
statutory holiday in the Province of New Brunswick;
(c) "Change in Law" means the coming into effect or repeal (without
re- enactment or consolidation) in New Brunswick of any Applicable
Laws, or any amendment or variation of any Applicable Laws,
including any judgment of a relevant court of law, board, arbitrator
or administrative tribunal, which changes binding precedent in New
Brunswick in each case after the date of this Contract;
(d) "City Address" means 15 Market Square, City Hall, Saint John,
New Brunswick, E2L 4L1, Telephone: 506.658.2862, Fax:
506.674.4214;
(e) "City Manager" means the city manager of the City or his
designate appointed by resolution of Common Council;
(f) "City Confidential Information" means all information of the City
that is of a confidential nature, including all confidential information
in the custody or control of the City or the Investigator, regardless
of whether it is identified as confidential or not, and whether
recorded or not, and however fixed, stored, expressed or
embodied, which comes into the knowledge, possession or control
of the Investigator in connection with its performance of this
Contract. For the purposes of greater certainty and without limiting
the generality of the foregoing, City Confidential Information shall-
(i) Include but not be limited to: (i) any and all new
information derived at any time from any such
information whether created, collected or provided by
the City, the Investigator in its performance of this
Contract or any third party; (ii) any and all information
(including personal information) that the City is
obliged, or has the discretion, not to disclose under
provincial or federal legislation or at common law; any
or all information or work product in the possession of
the Investigator that is associated in any way with this
Contract and, without limiting the generality of the
foregoing, any information or work product that is
26
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captured by the defined term "Work and Deliverables"
in this Contract;
(ii) Not include information that: (i) is or becomes
generally available to the public without fault or
breach on the part of the Investigator of any duty of
confidentiality owed by the Investigator to the City or
to any third party;
(g) "City Representative" means the City Manager or his designate,
as communicated in writing to the Investigator Representative from
time to time by the City Manager;
(h) "Client" means the City;
(i) "Common Council" means the elected municipal council of the
City;
(j) "Conflict of Interest" includes, but is not limited to, any situation
or circumstance where in relation to the performance of this
Contract, the Investigator's other commitments, relationships or
financial interests:
(i) Could or could be seen to exercise an improper
influence over the objective, unbiased and impartial
exercise of its independent judgment; or
(ii) Could or could be seen to compromise, impair or be
incompatible with the effective performance of its
contractual obligations;
(k) "Contract" means this contract and all accompanying schedules;
(1) "Direct Losses" means any financial losses and /or out of pocket
expenses suffered or incurred by a Party in conjunction with the
Work and Deliverables, but excluding any loss of profit, or punitive,
special, indirect, consequential or general damages claims;
(m) Disbursements" has the meaning ascribed thereto in Schedule 1;
(n) "Disputes" mean any dispute, controversy, disagreement or failure
to agree arising out of, in connection with, or relating to the
interpretation, performance or application of the Contract;
(o) "Dispute Resolution Procedure" has the meaning ascribed
thereto in Schedule 3;
27
M
(p) "Fees" means the amount, in Canadian funds, to be charged by
the Investigator for the Work and Deliverables under this Contract,
as set out in Schedule 1, representing the full amount chargeable
by the Investigator for the provision of the Work and Deliverables,
including but not limited to:
(i) All applicable duties and taxes, excluding Harmonized
Sales Tax;
(ii) All labour and material costs;
(iv) All insurance costs; and
(v) All other overhead including any fees or other charges
required by law;
(q) "Force Majeure Event" means the occurrence after the date of
this Contract of any circumstance, occurrence or event beyond the
reasonable control of a Party to this Contract to the extent such
cannot be prevented or mitigated by the affected Party, including,
without limitation, any of the following:
(i) civil war, armed conflict, warlike operation or
terrorism, acts of foreign enemies, hostilities,
invasion, rebellion, military or usurped power;
(ii) a Change in Law, which directly causes either Party
to be unable to comply with or perform all or a
material part of its obligations under this Contract,
despite the reasonable efforts of the Party claiming
Force Majeure to prevent its occurrence or mitigate its
effects; provided always that such circumstances,
occurrence or event does not arise by reason of:
a) the negligence or any misconduct of the
Party claiming Force Majeure;
b) any act or omission of the Party claiming
Force Majeure in breach of the
provisions of this Contract, or
c) the lack or insufficiency of funds or
failure to make payment of monies or
provide required security.
(r) "Harmonized Sales Tax" or "HST" means the harmonized sales
tax or the tax imposed under Part IX of the Excise Tax Act or any
M
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other federal sales tax, consumption tax, excise tax, value added
tax, business transfer tax or other tax that can reasonably be
regarded as a substitute or replacement for the harmonized sales
tax or the tax imposed under the Excise Tax Act (the "HST /GST ")
properly exigible in respect of the Work and Deliverables to be
performed under this Contract;
(s) "Industry Standards" include, but are not limited to:
(i) the provision of any and all labour, supplies,
equipment and other goods or services that are
necessary and can reasonably be understood or
inferred to be included within the scope of this
Contract or customarily furnished by Persons
providing services of the type provided hereunder in
similar situations in New Brunswick; and
(ii) adherence to commonly accepted norms of ethical
business practices;
(t) "Investigator" means the person or entity identified as such in the
Contract;
(u) "Investigator Address" means 1099 Kingston Road, Suite 237,
Pickering, Ontario, L1 V 11135, Telephone: 905.421.0046, Fax:
905.421.0048 ;
(v) "Investigator Representative" means the person designated by
the Investigator and "Investigator Representatives" mean those
persons designated in writing to the City Manager by the
Investigator with duly vested authority to act on behalf of the
Investigator;
(w) "Minor Change" means a modest or slight change to the Work
and Deliverables that will have no effect on the Fees, the
Disbursements or the total budgetary limit of One Hundred
Thousand Dollars ($100,000) inclusive of HST that has been
allocated in Schedule 1;
(x) "Party" individually means the City and the Investigator and
"Parties" means the City and the Investigator;
(y) "Person" if the context allows, includes any individual, person,
firm, partnership, agency, board, statutory commission, commission
or corporation or any combination thereof;
29
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(z) "Schedules" means the following schedules attached to and
forming an integral part of this Contract:
(i) Schedule 1 — Fees and Disbursements;
(ii) Schedule 2 — Work and Deliverables;
(iii) Schedule 3 — Dispute Resolution;
(aa) "Subcontractor" is a person or entity, other than the Investigator,
having direct agreement with the Investigator to perform a part or
parts of the Work and Deliverables;
(bb) "Term" means the term of this Contract commencing on the date
this Contract comes into effect and ending upon the earlier of:
(A) Completion of the Work and Deliverables, as determined
by Common Council; and
(B) Termination of this Contract in accordance with any of its
terms or conditions.
(cc) "Work and Deliverables" is a term which captures any and all of
the services and opinions, advisory or otherwise, to be provided by
the Investigator or its directors, officers, employees, agents,
partners, affiliates or Subcontractors to the City under this Contract;
any and all of the work and /or work product to be undertaken,
produced, compiled and /or completed by the Investigator or its
directors, officers, employees, agents, partners, affiliates or
Subcontractors for the City under this Contract and any and all
reports and /or other deliverables that the Investigator or its
directors, officers, employees, agents, partners, affiliates or
Subcontractors shall be obligated to produce and /or complete for
the City under this Contract and, without limiting the generality of
the foregoing, in accordance with Schedule 2 — Work and
Deliverables. The "Work and Deliverables ", as defined herein, shall
without exception constitute "City Confidential Information" as
defined in this Contract;
1.2 No Indemnities from the City
1.2.1 The City provides no indemnification whatsoever to the Investigator under this
Contract respecting any aspect whatsoever of the Investigator's performance of
this Contract.
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1.3 Entire Contract
1.3.1 This Contract, including any Schedules hereto, constitutes the entire Contract
between the Parties and supersedes all prior Contracts, communications,
understandings, negotiations and discussions, whether oral or written, express or
implied, of the Parties with respect to the subject matter hereof. There are no
covenants, representations, warranties, agreements or conditions expressed or
implied or collateral or otherwise forming part of or in any way affecting or
relating to this Contract except as expressed herein.
1.3.2 The Parties agree that in entering into this Contract they have not relied upon
any oral or written agreements, representations, warranties, promises,
information, or understandings, express or implied, not specifically set forth in
this Contract.
1.4 Severability
1.4.1 If any term or condition of this Contract, or the application thereof to the Parties
or to any Persons or circumstances, is to any extent invalid or unenforceable, the
remainder of this Contract, and the application of such term or condition to the
Parties, Persons or circumstances other than those to which it is held invalid or
unenforceable, shall not be affected thereby.
1.5 Headings and Grammatical Variations
1.5.1 The division of this Contract into sections and paragraphs and the insertion of
headings are for convenience of reference only, and shall not affect the
construction or interpretation of this Contract.
1.5.2 In this Contract, grammatical variations of any defined terms shall, unless the
context otherwise requires, have similar meanings to such defined terms, words
denoting the singular include the plural and vice versa, and words denoting any
gender include all genders.
1.6 Force Majeure
1.6.1 Neither Party shall be liable for damages caused by delay or failure to perform its
obligations under this Contract where such delay or failure is caused by an event
beyond its reasonable control.
1.6.2 The Parties agree that an event shall not be considered beyond a Party's
reasonable control if a reasonable business person applying due diligence in the
same or similar circumstances under the same or similar obligations as those
contained in this Contract would have put in place contingency plans to materially
mitigate or negate the effects of such event.
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1.6.3 Without limiting the generality of the foregoing, the Parties agree that Force
Majeure events shall include those events as described in Section 1.1.
1.6.4 If a Party seeks to excuse itself from its obligations under this Contract due to a
Force Majeure event, that Party shall immediately notify the other Party of the
delay or non - performance, the reason for such delay or non - performance and the
anticipated period of delay or non - performance. If the anticipated or actual delay
or non - performance exceeds fifteen (15) Business Days, the other Party may
immediately terminate this Contract by giving notice of termination and such
termination shall be in addition to the other rights and remedies of the terminating
party under this Contract, at law or in equity.
1.7 Notices
1.7.1 Notices shall be in writing and shall be delivered by courier, personal delivery,
facsimile or other electronic means and shall be addressed to, in the case of
service upon the City, the City Address to the attention of the City's
Representative or, in the case of service upon the Investigator, to the Investigator
Representative.
1.7.2 Notices shall be deemed to have been given in the case of courier, personal
delivery, facsimile or other electronic means, one (1) Business Day after such
notice is received by the other Party. In the event of a courier disruption, notices
must be given by personal delivery or by facsimile. Unless the Parties expressly
agree in writing to additional methods of notice, notices may only be provided by
the methods contemplated in this Section. Any written notice provided by
electronic mail shall not be valid unless and until the Party to whom the notice
has been sent has acknowledged receipt thereof in writing by reply email.
1.8 Governing Law
1.8.1 This Contract shall be governed by and construed in accordance with the laws of
the Province of New Brunswick and the federal laws of Canada applicable
therein, where the subject in question is not addressed by the laws of New
Brunswick.
1.9 Modification and Amendments
1.9.1 This Contract may not be modified or amended except by an instrument in
writing signed by the Parties or by their successors or permitted assigns.
1.10 Enurement
1.10.1 This Contract shall extend to, be binding upon and enure to the benefit of the
Parties and their respective successors and permitted assigns.
2.0 STATUS OF INVESTIGATOR
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2.1 Capacity of Investigator
2.1.1 The Investigator represents and warrants that it has the full right, power and
authority to enter into this Contract and there is no contract with any other Person
which would in any way interfere with the rights of the City under this Contract.
2.1.2 The Investigator further represents and warrants that it is registered to carry out
the Work and Deliverables in the Province of New Brunswick in accordance with
any Applicable Laws.
2.2 Authority of Representatives
2.2.1 The Parties represent that their respective representatives have the authority to
legally bind them to the extent permitted by Applicable Laws.
2.3 No Partnership, Agency etc.
2.3.1 The Investigator shall have no power or authority to bind the City or to assume or
create any obligation or responsibility, express or implied, on behalf of the City.
The Investigator shall not hold itself out as an agent, partner or employee of the
City.
2.3.2 Nothing in this Contract shall have the effect of creating an employment,
partnership or agency relationship between the City and the Investigator (or any
of the Investigator's directors, officers, and employees, agents, partners, affiliates
or Subcontractors).
2.4 Acts and Omissions
2.4.1 The Investigator acknowledges and agrees that it is liable for the acts and
omissions of its directors, officers, and employees, agents, partners, affiliates
and Subcontractors.
2.4.2 This paragraph is in addition to and not in derogation of any and all of the
Investigator's liabilities under this Contract and under the general application of
Applicable Laws.
2.4.3 The Investigator shall advise those individuals and entities, for whom it is
responsible of its obligations under this Contract and, without limiting the
generality of the foregoing, shall take all appropriate action to ensure compliance
with this Contract, including, without limitation, the provisions of Section 6.0
respecting Confidentiality.
2.4.4 In addition to any other liabilities of the Investigator pursuant to this Contract or
otherwise at law or in equity, the Investigator shall be liable for all damages,
costs, expenses, losses, claims or actions arising from any breach of this
Contract resulting from the actions of the above mentioned individuals and
entities.
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2.5 No Subcontracting or Assignment
2.5.1 The Investigator shall not subcontract, transfer or assign the whole or any part of
this Contract or any monies due under it without the prior written consent of the
City (which may be arbitrarily withheld). Such consent shall be in the sole
discretion of the City and subject to the terms and conditions that may be
imposed by the City and will not be unreasonably withheld.
2.5.2 Without limiting the generality of the conditions which the City may require in its
sole and absolute discretion prior to consenting to the Investigator's use of a
Subcontractor, every Contract entered into by the Investigator with a
Subcontractor shall adopt all of the terms and conditions of this Contract
notwithstanding such subcontract, transfer or assignment.
2.5.3 Nothing contained in this Contract shall create a contractual relationship between
any Subcontractor or its directors, officers, employees, agents, partners or
affiliate and the City.
2.6 Change of Control
2.6.1 In the event that there is a change of control in the Investigator, the Investigator
shall immediately disclose such change in control to the City's Representative
and shall comply with any terms and conditions subsequently prescribed by the
City resulting from the disclosure.
2.7 Conflicts of Interest
2.7.1 Notwithstanding and in addition to the foregoing, the Investigator shall:
(a) Avoid any Conflict of Interest in the performance of its contractual
obligations under this Contract;
(b) Disclose without delay any actual or potential Conflict of Interest that
arises during the performance of its contractual obligations with the
City;
(c) Comply with any requirements prescribed by the City to resolve any
Conflict of Interest; and
(d) Avoid any Conflict of Interest after the Work and Deliverables is
completed.
2.7.2 In addition to all other contractual rights or rights available at law or in equity, the
City may, in its sole and absolute discretion, immediately terminate this Contract
upon giving notice to the Investigator where:
(a) The Investigator fails to disclose an actual or potential Conflict of
Interest;
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(b) The Investigator fails to comply with any requirements prescribed by
the City to resolve a Conflict of Interest; or
(c) The Investigator's Conflict of Interest cannot be resolved. This
paragraph shall survive any termination or expiry of this Contract.
If applicable, the Investigator shall not, during or after the course of this Contract,
act for or on behalf of any Person, entity, or association in relation to a
proceeding and /or transaction to which the City is a party.
3.0 PERFORMANCE BY INVESTIGATOR
3.1 Commencement of Performance
3.1.1 The Investigator has commenced performance of the Work and Deliverables
described in this Contract on the Effective Date.
3.2 General Direction
3.2.1 The Investigator shall perform the Work and Deliverables under the general
direction of the City's Representative.
3.3 Performance Warranty
3.3.1 The Investigator hereby represents and warrants that the Work and Deliverables
shall be provided fully and diligently in a professional and competent manner by
persons qualified and skilled in their occupations and furthermore that all Work
and Deliverables will be provided in accordance with:
(a) This Contract;
(b) Industry Standards;
(c) Any applicable Codes of Practice, Codes of Conduct or Ethical
Standards governing the Investigators; and
(d) Applicable Laws.
3.3.2 If any of the Work and Deliverables, in the opinion of the City, are inadequately
provided or require corrections or clarifications, the Investigator shall forthwith
make the necessary rectification or corrections and clarifications at its own
expense as specified by the City in a rectification notice.
3.4 Use of City Property
3.4.1 The Investigator acknowledges that unless it obtains specific written
preauthorization from the City, any access to or use of City property, technology
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or information that is not necessary for the performance of its obligations with the
City under this Contract is strictly prohibited.
3.4.2 The Investigator further acknowledges that the City may monitor the Investigator
to ensure compliance with this paragraph. This paragraph is in addition to and
shall not limit any other obligation or restriction placed upon the Investigator
hereunder.
3.5 No Waiver
3.5.1 Any failure by the City to insist in one or more instances upon strict performance
by the Investigator of any of the terms or conditions of this Contract shall not be
construed as a waiver by the City of its right to require strict performance of any
such terms or conditions, and the obligations of the Investigator with respect to
such performance shall continue in full force and effect.
3.6 Rights and Remedies
3.6.1 The express rights and remedies of the City and the obligations of the
Investigator set out in this Contract are in addition to and shall not limit any other
rights and remedies available to the City or any other obligations of the
Investigator at law or in equity.
3.7 Reporting Requirements
3.7.1 The Investigator and the Investigator Representatives acknowledge and agree
that they will directly report to the City's Representative and provide updates to
Committee of the Whole of Common Council as required by the City's
Representative.
3.7.2 The Investigator agrees and acknowledges that it will regularly (as required by
the City's Representative) and, without limiting the generality of the foregoing, at
intervals stipulated in Schedule 2, present a written report to the City's
Representative on the status of the Work and Deliverables it is carrying out under
this Contract in such form as may be required by the City's Representative.
3.8 Time of the Essence
3.8.1 The Investigator acknowledges that time is of the essence for the completion of
the Work and Deliverables under this Contract in, without limiting the generality
of the foregoing, accordance with the timelines and work schedules set out in
Schedule 2.
4.0 PAYMENT FOR PERFORMANCE
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4.1 Fees and Disbursements
4.1.1 Subject to the Investigator's compliance with the provisions of this Contract, the
City shall pay the Investigator for the Work and Deliverables under this Contract
as provided in Schedule 1 - Fees and Disbursements.
4.2 Payment Process
4.2.1 Unless the Parties expressly set out an alternative billing and payment process in
Schedule 1, the following process shall govern:
(a) The Investigator shall provide the City's Representative with a monthly
billing statement no later than ten (10) Business Days after the end of
every month and that billing statement shall include (i) the reference
number assigned to this Contract by the City; (ii) a detailed description
of the Work and Deliverables provided /completed for the applicable
month; and (iii) taxes, if payable by the City, identified as separate
items;
(b) The City's Representative shall approve or reject the billing statement
within fifteen (15) Business Days of its receipt, and in the event that
the City's Representative rejects the billing statement for
incompleteness or other error or inadequacy, it shall so advise the
Investigator promptly in writing and the Investigator shall provide
additional information as required by the City's Representative to
substantiate the billing statement;
(c) Each billing statement is subject to the approval of the City's
Representative before any payment is released and payment shall be
made within thirty (30) Business Days of such approval; and
(d) Any subparagraph set out above that is not expressly replaced in
Schedule 1 with an alternative provision shall remain in full force and
effect.
4.3 Hold Back and Set Off
4.3.1 The City may hold back payment or set off against any payment to the
Investigator hereunder if, in the opinion of the City acting reasonably, the
Investigator has failed to comply with any requirements of this Contract, and the
Investigator shall not suspend or terminate the provision of the Work and
Deliverables or the performance of its obligations hereunder in respect of any
such holdback or set -off of payment.
4.4 No Other Expenses
4.4.1 There shall be no other charges payable by the City under this Contract to the
Investigator other than the Fees and Disbursements established under this
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Contract unless such charges and /or rates are first authorized in writing by the
City Representative's and, where required, by Common Council.
4.5 Taxes and Duties
4.5.1 Unless otherwise stated, the Investigator shall pay all applicable taxes, including
sales and excise taxes incurred by or on the Investigator's behalf with respect to
this Contract.
4.6 HST Status
4.6.1 The City is subject to the provincial Harmonized Sales Tax. If the City becomes
exempt from payment of Harmonized Sales Tax, the City will provide the
Investigator with a certification that the Services are required for the use of the
City and are therefore not subject to the Harmonized Sales Tax.
4.7 Withholding Tax
4.7.1 The City shall withhold any applicable withholding tax from amounts due and
owing to the Investigator under this Contract and shall remit it to the appropriate
government in accordance with applicable tax laws.
4.8 No Late Payment Charges
4.8.1 The City will endeavour to pay invoices when due to the Investigator, but shall
not be required to pay interest on any late payments.
5.0 CHANGE IN THE WORK AND DELIVERABLES
5.1 Changes
5.1.1 Should the Parties agree that it is necessary to alter or modify the Work and
Deliverables set out in this Contract, the Parties shall be required to modify the
Contract accordingly by way of an amending agreement in accordance with
standard processes and procedures governing contracts for both Parties.
Notwithstanding the foregoing, should the necessary alteration or modification to
the Work and Deliverables set out in this Contract constitute a Minor Change,
such alteration or modification may be mutually agreed to in writing by the City's
Representative and the Investigator Representative.
5.2 Delays
5.2.1 If the Investigator is delayed in the performance of the Work and Deliverables by
an action or omission of the City or anyone employed or engaged by them
directly or indirectly, contrary to the provisions of this Contract, then the contract
time shall be extended for such reasonable time as agreed between the City and
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the Investigator. There shall be no additional Fees and Disbursements paid by
the City to the Investigator owing to any delays caused by the City.
6.0 CONFIDENTIALITY
6.1 Confidential Information
6.1.1 During and following the Term, the Investigator shall:
(a) Keep all City Confidential Information confidential and secure;
(b) Limit the disclosure of City Confidential Information to only those
employees, directors, partners, officers, agents, representatives,
advisors or Subcontractors who have a need to know it in order for the
Investigator to perform the Work and Deliverables hereunder;
(c) Not directly or indirectly disclose, destroy, exploit or use any City
Confidential Information (except for the purpose of completing the
Work and Deliverables, or except if required by order of a court or
tribunal having jurisdiction), without first obtaining:
(i) The written consent of the City; and
(ii) In respect of any City Confidential Information relating to any
third party, the written consent of such third party;
(d) Provide City Confidential Information to the City's Representative as
required by the City's Representative;
(e) Return and /or provide any and all City Confidential Information to the
City on or before the termination or expiry of the Term, with no copy or
portion kept by the Investigator. The Investigator shall ensure that
those of its directors, officers, employees, agents, partners,
representatives, advisors or Subcontractors who have been provided
with City Confidential Information will keep all City Confidential
Information confidential and secure in accordance with the
requirement of this Contract and that all such City Confidential
Information will be returned and /or provided to the City before the
termination or expiry of the Term.
6.2 No Copying
6.2.1 The Investigator shall not copy any City Confidential Information, in whole or in
part, unless copying is essential for the provision of the Work and Deliverables.
6.2.2 On each copy made by the Investigator, the Investigator must reproduce all
notices which appear on the original and treat each copy of City Confidential
Information as if it were the original.
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6.3 Injunctive Relief
6.3.1 The Investigator acknowledges that breach of any provisions of this Section 6.0
may cause irreparable harm to the City or to any third party to whom the City
owes a duty of confidence, and that the injury to the City or to any third party may
be difficult to calculate and inadequately compensable in damages.
6.3.2 The Investigator agrees that the City is entitled to obtain injunctive relief (without
proving any damage or harm sustained by it or by any third party) or any other
remedy against any actual or potential breach of the provisions of this Section
6.0.
6.4 Notice and Protective Order
6.4.1 If the Investigator or any of its directors, officers, employees, agents,
representatives, advisors or Subcontractors becomes legally compelled to
disclose any City Confidential Information, the Investigator will provide the City
with prompt notice to that effect in order to allow the City to seek one or more
protective orders or other appropriate remedies to prevent or limit such
disclosure, and it shall co- operate with the City and its legal counsel to the fullest
extent.
6.4.2 If such protective orders or other remedies are not obtained, the Investigator will
disclose only that portion of City Confidential Information which the Investigator is
legally compelled to disclose, only to such person or persons to whom the
Investigator is legally compelled to disclose, and the Investigator shall provide
notice to each such recipient (in co- operation with legal counsel for the City) that
such City Confidential Information is confidential and subject to non - disclosure on
terms and conditions equal to those contained in this Contract and, if possible,
shall obtain each recipient's written agreement to receive and use such City
Confidential Information subject to those terms and conditions.
6.5 Survival
6.5.1 The provisions of this Section 6.0 shall survive any termination or expiry of this
Contract.
7.0 INDEMNITY AND INSURANCE
7.1 Indemnification
7.1.1 Subject to Subsection 7.1.2 hereof, but notwithstanding any other sections,
subsections, or paragraphs herein, the Investigator shall indemnify and save
harmless the City from all claims by whomsoever claimed, made, brought or
prosecuted in any manner and whether in respect of property owned by others or
in respect of damage sustained by others based upon or arising out of or in
connection with the performance of this Contract or anything done or purported
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to be done in any manner hereunder, but only to the extent that such claims are
attributable to and caused by the Investigator's negligence, errors or omissions.
7.1.2 In no event shall the Investigator be obligated to indemnify the City in any
manner whatsoever in respect of any claims caused by the negligence of the
City, or any Person for whom the City is responsible.
7.2 Investigator's Insurance
7.2.1 The Investigator, at no expense to the City, shall obtain and maintain in full force
and effect during the term of this Contract, a policy or policies of insurance with
the following minimum limits of liability:
(a) Professional Errors and Omissions Liability Insurance
The Insurance Coverage shall be in the amount of Two Million
Dollars ($2,000,000.00) per claim and in the aggregate.
(b) Comprehensive General Liability and Automobile
Insurance
The Insurance Coverage shall be of not less than Two Million
Dollars ($2,000,000.00) per occurrence and in the aggregate for
general liability and Two Million Dollars ($2,000,000.00) for
automobile insurance. This policy of insurance shall name the City
as an additional insured and shall contain a cross - liability clause.
7.2.2 The above -noted policy of insurance must provide that the coverage shall stay in
force and not be amended, cancelled or allowed to lapse without thirty (30) days
prior written notice being given to the City.
7.3 Proof of Insurance
7.3.1 The Investigator shall provide the City with proof of the insurance required by this
Contract in the form of valid certificate of insurance that reference this Contract
and confirm the required coverage, on or before the commencement of this
Contract, and renewal replacements on or before the expiry of any such
insurance.
7.3.2 The Investigator shall ensure that each of its Subcontractors complies with the
insurance requirements set out in this Contract by obtaining similar types of
insurance and providing the Investigator with proof of the acquisition and
maintenance of such insurance.
7.4 Extent of this Section
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7.4.1 Nothing in this Section shall be construed as limiting in any way, the
indemnification provision contained in this Contract, or the extent to which the
Investigator may be held responsible for payments of damages to persons or
property.
8.0 TERMINATION, CESSATION, EXPIRY AND EXTENSION
8.1 Termination
8.1.1 The City may immediately terminate this Contract upon giving written notice to
the Investigator where:
(a) The Investigator makes an assignment for the benefit of its creditors,
is declared bankrupt or commits an act of bankruptcy, becomes
insolvent, makes a proposal or otherwise takes advantage of
provisions for relief under the Bankruptcy and Insolvency Act
(Canada) or similar legislation in any jurisdiction, or any other type of
insolvency proceedings being commenced by or against the
Investigator under the Bankruptcy and Insolvency Act (Canada) or
similar legislation;
(b) The Investigator breaches any material provision of this Contract or
any provision in Section 6.0 of this Contract;
(c) The Investigator breaches the Conflict of Interest paragraph in Section
2.7 of this Contract;
(d) In the City's reasonable opinion, the Investigator, prior to or after
executing this Contract, makes a material misrepresentation or
omission or provides materially inaccurate information to the City;
(e) The Investigator undergoes a change of control which, in the
reasonable opinion of the City, adversely affects the Investigator's
ability to satisfy some or all of its obligations under this Contract;
(f) The Investigator subcontracts for the provision of part or all of the
Work and Deliverables or assigns this Contract without first obtaining
the written approval of the City; or
(g) In the City's reasonable opinion, the Investigator's acts or omissions
constitutes a substantial breach of Investigator's obligations under this
Contract; and
The above rights of termination are in addition to all other rights of
termination available at law, or events of termination by operation of law.
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8.2 Rectification
8.2.1 Where the Investigator fails to comply with any of its obligations under this
Contract, the City may issue a rectification notice to the Investigator setting out
the manner and time -frame for rectification. Within seven (7) Business Days of
receipt of that notice the Investigator shall either:
(a) Comply with that rectification notice; or
(b) Provide a rectification plan satisfactory to the City.
8.2.2 If the Investigator fails to either comply with that rectification notice or provide a
satisfactory rectification plan, the City may immediately terminate this Contract.
8.2.3 Where the Investigator has been given a prior rectification notice, any
subsequent instance of non - compliance by the Investigator in respect of such
obligations shall allow the City to immediately terminate this Contract.
8.3 Payment upon Termination
8.3.1 The City shall only be responsible for the payment of the Work and Deliverables
provided under this Contract up to and including the effective date of any
termination. Termination shall not relieve the Investigator of its warranties and
other responsibilities relating to the Work and Deliverables performed or money
paid.
8.3.2 In addition to its other rights of hold back or set off, the City may hold back
payment or set off against any payments owed if the Investigator fails to comply
with its obligations on termination. For greater certainty, under no circumstances
shall the Investigator be entitled to payment from the City for or in respect of any
foregone or projected profits, revenue, or income or other indirect or
consequential losses or damages resulting or arising directly or indirectly from
any termination of this Contract.
8.4 Cessation of Investigators Obligations under Schedule 2
8.4.1 The City reserves the right to direct the Investigator to cease any activities
identified in Schedule 2 of this Contract, without cause and at its sole discretion,
upon thirty (30) days prior written notice to the Investigator. Should notice be
provided under this Subsection 8.4.1, the Investigators shall immediately cease
carrying out any continued Work and Deliverables under this Contract and shall
immediately proceed with the completion of the Obligations on Cessation
stipulated in Subsection 8.5.1 of this Contract.
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8.5 Obligations on Cessation
8.5.1 The Investigator shall, following the giving of a notice of termination by the City
hereunder or upon expiry of the terms, in addition to its other obligations under
this Contract and at law:
8.5.1.1 Provide the City with a report detailing:
(i) The current state of the Work and Deliverables by the Investigator at
the date of termination; and
(ii) Any other information requested by the City pertaining to the
provision of the Work and Deliverables and performance of this
Contract;
8.5.1.2 Execute such documentation as may be required by the City to give effect to the
termination of this Contract; and
8.5.1.3 Comply with any other instructions provided by the City, including but not limited
to instructions for facilitating the transfer of its obligations to another Person if
required.
8.6 Rights and Remedies
8.6.1 The express rights of termination in this Contract are in addition to and shall in no
way limit any rights or remedies of the City under this Contract or Applicable
Laws or otherwise, at law or in equity.
9.0 DISPUTE RESOLUTION
9.1 Dispute Resolution Procedure
9.1.1 All Disputes shall be resolved in accordance with Schedule 3 of this Contract.
9.2 Retention of Rights
9.2.1 It is agreed that no act by either Party shall be construed as a renunciation or
waiver of any rights or recourses provided the Party has given the notices
required and has carried out the instructions as provided in Schedule 3.
10.0 GOVERNING REGULATIONS
10.1 Laws and Notices
10.1.1 The Parties shall comply with Applicable Laws which are or become in force
during the performance of the Work and Deliverables and which relate to the
Work and Deliverables, provided that the Applicable Laws shall not apply
retroactively. In the event that a Party is required to perform work that may, in the
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Party's reasonable opinion, be contrary to Applicable Laws that Party shall notify
in writing, and obtain direction from, the other Party.
10.1.2 If the Party (a "defaulting Party ") fails to notify the other Party (a "non- defaulting
Party ") in writing, fails to obtain direction as required in Clause 10.1.1, and
performs the Work and Deliverables knowing it to be contrary to Applicable Laws,
the defaulting Party shall be responsible for and shall correct the violations
thereof and shall bear the Direct Losses attributable to the failure to comply with
the provisions of such Applicable Laws.
10.2 Workers' Compensation
10.2.1 If applicable, on or before the commencement of this Contract, the Investigator
shall provide evidence of compliance with workers' compensation legislation from
WorkSafeNB, including payments due under it, and renewal replacement on or
before the expiry of such workers' compensation legislation.
10.2.2 The Investigator shall provide the City such evidence of compliance by the
Investigator and Subcontractors and any other person performing the Work and
Deliverables who is required to comply with such legislation.
10.3 Miscellaneous
10.3.1 The Parties and each of them shall at all times and from time to time hereafter
and upon every reasonably written request to do so, make, do, execute, deliver
or cause to be made, done, executed and delivered all such further documents,
acts, deeds, assurances and things as may be required to more effectively
implement and carry out the true intent and meaning of this Contract.
10.3.2 Either Party (the "Waiving Party ") may from time to time, by instrument in writing
and in its sole discretion, waive in whole or in part any default, breach,
non - performance or non - observance by the other Party (the "Obligated Party ") of
any of the covenants or obligations to be observed or performed under this
Contract. Any such waiver may be retroactive but, in any event, shall only apply
and extend to the specific matter forming the subject of such waiver, shall only
extend to the Waiving Party and shall not otherwise affect or prejudice the right of
the Waiving Party to require the due and strict observance or performance by the
Obligated Party of such covenant or obligation thereafter or any other covenant
or obligation in favour of the Waiving Party to be observed or performed by the
Obligated Party under this Contract (including in the case of a partial or limited
waiver, the observance or performance of that part of such covenant, or
obligation not waived thereby).
10.3.3 Time shall be of the essence of this Contract.
10.3.4 This Contract may be executed in one or more counterparts, each of which will
be deemed to be an original copy of this Contract and all of which, when taken
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together, will be deemed to constitute one and the same Contract. The
exchange of copies of this Contract and of signature pages by facsimile or
electronic transmission shall constitute effective execution and delivery of this
Contract as to the Parties and may be used in lieu of the original Contract for all
purposes. Signatures of the Parties transmitted by facsimile or electronic
transmission shall be deemed to be their original signatures for all purposes.
[The remainder of this page is intentionally left blank]
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IN WITNESS WHEREOF Investigative Solutions Network Inc. has caused this Contract
to be executed by its corporate name and The City of Saint John has caused this
Contract to be executed in its corporate name in the manner prescribed by the
Municipalities Act, R.S.N.B. 1973, c. M -22, and amendments thereto.
SIGNED, SEALED & DELIVERED
In the presence of:
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Investigative Solutions Network Inc.
Per:
David Perry - CEO
I have authority to bind the Investigator
Investigative Solutions Network Inc.
Per:
Ron Wretham
I have authority to bind the Investigator
THE CITY OF SAINT JOHN
Mel K. Norton, Mayor
Elizabeth A. Gormley, Common Clerk
Common Council Resolution:
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PROVINCE OF ONTARIO
We, Ron Wretham and David Perry of the City of Pickering and Province of
Ontario, MAKE OATH AND SAY:
1. That we are both corporate officers of Investigative Solutions Network Inc.
named in the foregoing instrument and have custody of the corporate seal of the said
Corporation and we are duly authorized to make this affidavit.
2. That the corporate seal affixed to the foregoing Contract and purporting to be the
corporate seal of Investigative Solutions Network Inc., is the corporate seal of
Investigative Solutions Network Inc., named in the foregoing instrument and it was
affixed by the officers authorized to so affix the seal.
3. That the signature of "Ron Wretham" and "David Perry ", are the signatures, and
that we are duly authorized to execute the said instrument for Investigative Solutions
Network Inc.
4. THAT the said document was executed as aforesaid at the City of Pickering in
the Province of Ontario on the day of October, 2012.
SWORN TO before me at
Toronto, in the
Province of Ontario
the day of October,
2012.
Commissioner of Oaths,
(As to both signatures)
David Perry
Ron Wretham
EN
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SCHEDULE1
FEES AND DISBURSEMENTS
Notwithstanding anything else in this Contract, the Investigators shall not bill to the City
more than the total, cumulative amount of One Hundred Thousand Dollars ($100,000)
inclusive of HST for the Fees and Disbursements associated with the Work and
Deliverables under this Contract unless and until Common Council approves additional
funding by way of resolution.
1. Fees
1.1 The hourly billing rate for each investigator assigned by the Investigator under
this Contract shall be One Hundred and Fifty Dollars ($150) per hour (exclusive
of HST) to a maximum of ten (10) hours per investigator per day regardless of
the number of hours actually worked in any given calendar day.
1.2 The investigator assigned by the Investigator under this Contract shall be Mr.
David Perry. Should any additional investigator(s) be required by the Investigator
to carry out the Work and Deliverables, such investigator(s) shall only be
assigned if he /she /they meet the criteria set out in subparagraph 1.3 of Schedule
1.
1.3 Any additional investigator(s) assigned by the Investigator pursuant to
subparagraph 1.2 of Schedule 1 shall have the following minimum qualifications:
a. Minimum of ten (10) years policing experience, including considerable
experience in sexual abuse or sexual assault investigations;
b. Diploma in policing from the Ontario Police College or equivalent;
C. Case management experience and meticulous organizational skills, and
d. In the professional judgment of the Investigator, generally possessed of
the skills and competencies necessary to carry out or assist in the carrying
out of the Work and Deliverables.
2. Disbursements
2.1 When Mr. Perry and /or Mr. Wretham (and /or any other investigator assigned by
the Investigator in accordance with subparagraph 1.2 of Schedule 1) are required
to visit Saint John to carry out any of the Work and Deliverables under this
Contract, the following expenses shall be paid by the City:
a. Return economy class airfare(s) between Saint John, New Brunswick and
Toronto, Ontario;
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b. Standard accommodations rates;
C. Reasonable car rental fees;
d. A per diem of Sixty Five Dollars ($65.00) per investigator to cover meals;
e. reasonable administrative costs, including printing and binding of reports,
courier services and transcription costs;
2.2 Should other administrative costs arise that are not identified in subparagraph
2.1(e) of Schedule 1 and should such administrative costs individually exceed One
Thousand Dollars ($1,000) inclusive of HST, prior written approval shall be required,
sought and obtained by the Investigator from the City's Representative. Should total
transcription costs exceed Twenty Thousand Dollars ($20,000), prior written approval
shall be required, sought and obtained by the Investigator from the City's
Representative.
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SCHEDULE2
WORK AND DELIVERABLES
1. Background Context
1.1 In or about January of 2012, an individual came forward with an allegation(s) of
sexual abuse regarding former City employee, Mr. Kenneth Estabrooks. Mr.
Estabrooks, now deceased, was employed by the City between 1953 and 1983,
inclusive (the "Timeframe "). The subject matter of the complaint dates back
several years and is historical in nature. The Investigator was hired by the City in
or about February of 2012 to follow up on the complaint.
2. Purpose and Scope
2.1 The purpose of the Investigator's work is two -fold:
a. To provide an arms - length investigation regarding allegation(s) of sexual
abuse that have or may come forward respecting Mr. Estabrooks during the
Timeframe, and
b. To be a point of /avenue of contact for those individual(s) who have or may
come forward with allegation(s) of sexual abuse by Mr. Estabrooks that are
alleged to have occurred or arisen during the Timeframe and to offer to
certain of such individual(s) a 1 -800 number for confidential counseling
services that have been arranged by the City through a third party service
provider should they wish to avail themselves of same, subject to any limits
that the City may impose now or in the future regarding such confidential
counseling services.
2.2 The work of the Investigator will discretely focus on and be limited to the work
generally identified subparagraphs 2.1(a) and (b) of Schedule 2. It is not the
mandate of the Investigator to carry out an "Inquiry" or what might be considered
an "Inquiry" regarding Mr. Estabrooks, nor is it the mandate of the Investigator to
revisit or re- examine any past criminal or regulatory investigations regarding Mr.
Estabrooks.
2.3 Any and all allegation(s) that have or may come forward regarding allegations of
sexual abuse by Mr. Estabrooks shall be considered on a case by case basis;
however, the City intends for the work of the Investigator to be inclusive of any
and all allegation(s) that are alleged to have occurred or arisen during the
Timeframe.
2.4 As the work of the Investigator proceeds, the Work and Deliverables may be
reviewed by the City to assess the level of resources required to support the
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work of the Investigator and, if the City decides that changes to the Work and
Deliverables are warranted, such changes shall be made in accordance with
Subsection 5.1 of this Contract.
3. The Investigator's Responsibilities
3.1 The Investigator shall pursue and carry out the Work and Deliverables generally
described in subparagraphs 2.1(a) and (b) of Schedule 2. In doing so, the
Investigator's responsibilities shall include at minimum but not necessarily be
limited to the following:
a. Establishment, management and organization of all communications including
phone, email, and in person communications with any all individual(s) who
have or may come forward with allegation(s) of sexual abuse by Mr.
Estabrooks;
b. Interviews with any and all individual(s) who come forward with information
regarding and /or allegations of sexual abuse by Mr. Estabrooks;
c. Use and apply their experience, training and professional judgment as former
police officers to interview any and all individual(s) who have or may come
forward with allegation(s) of sexual abuse by Mr. Estabrooks. By applying the
civil standard, known as the "balance of probabilities ", the Investigator shall
investigate and evaluate the allegation(s) which are communicated to them by
any and all individual(s) who have or may come forward with allegation(s) of
sexual abuse by Mr. Estabrooks and shall reach preliminary conclusions
respecting the veracity /legitimacy of any allegation(s) advanced and, as a
result, whether such individual(s) should be referred to the confidential
counseling services referenced in subparagraph 3.1(d) of Schedule 2. The
Investigator and the City recognize that none of the investigators are
psychiatrists or psychologists and that the Investigator's preliminary
conclusions respecting the veracity of any allegation(s) of sexual abuse by
Mr. Estabrooks may well be found by such a recognized mental health
professional to be incorrect.
d. In accordance with subparagraph 3.1(c) of Schedule 2, offering to certain
individual(s) who come forward with allegation(s) of sexual abuse by Mr.
Estabrooks a 1 -800 number for confidential counseling services that have
been arranged by the City through a third party service provider should they
wish to avail themselves of same. Where individual(s) who are or have been
referred to confidential counseling services are reluctant to avail themselves
of such services, the Investigator shall encourage such individual(s) to do so;
e. Where certain individual(s) who come forward with allegation(s) of sexual
abuse by Mr. Estabrooks have been referred to the confidential counseling
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services referenced in subparagraph 3.1(d) of Schedule 2, the Investigator
shall follow up with such individual(s) as required to inquire regarding their
progress;
f. Regular communications with the City's Representative, as required;
g. Advice to the City respecting media briefing(s) and media inquires, as
required;
h. Acting as a media spokesperson and point of contact on all media inquiries in
coordination with the City's Representative subject to the requirement of this
Contract respecting City Confidential Information. In addition to the general
requirements under this Contract respecting the City Confidential Information,
at no point shall the Investigator divulge any information which discloses the
identity of a complainant or, when combined with any other information, could
cause the identity of a complainant to be determined;
Preparation and delivery of an interim and a final report for the City's
Representative and any other reports that may be required by the City's
Representative from time to time. The interim report shall be delivered at the
earliest possible date and, in any event, not later than March 20th, 2013.
Notwithstanding the foregoing, the Investigator shall be required to provide an
interim report to the City Manager immediately should the One Hundred
Thousand Dollar ($100,000) budget limit specified in Schedule 1 be reached;
j. Effective management, coordination and completion and delivery of the Work
and Deliverables.
k. Should the Investigator, in the course of carrying out the Work and
Deliverables, be advised of information that could potentially be the subject
matter of criminal proceedings, the Investigator shall, in accordance with
standard procedures and exercising sound professional judgment, refer such
matter to the appropriate authorities.
4 The City's Responsibilities
4.1 The City, under the direction of the City's Representative, shall be responsible for
responding to inquiries that the Investigator may have regarding the Work and
Deliverables, as required. The City's Representative shall be the primary point of
contact for the Investigator and will identify in writing and arrange access and
regular communications with other members of City staff, as required, should it
be necessary for the Investigator to liaise with such members of City staff to
assist with its carrying out of the Work and Deliverables.
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4.2 The City's Representative shall arrange for and provide day -to -day coordination
and administration with the assistance of other members of City staff to support
the Investigator, as required, and shall arrange for any meetings or discussions
between the City's Representative and /or other members of City staff and the
Investigator to be documented in writing.
4.3 Any and all media briefing(s), including their substantive dimensions, content,
ambit and parameters, shall be coordinated, arranged and determined by the
City's Representative, and the Investigator shall assist the City's Representative
as required.
5.0 Communications
5.1 The subject matter of this Contract is sensitive and confidential. Accordingly, any
public communications that may touch on or otherwise address the subject
matter of this Contract in any way shall be carried out in a manner that is
consistent with the sensitivity and confidentiality of the subject matter. At no
point shall the Investigator or the City divulge any information which discloses the
identity of a complainant or, when combined with any other information, could
cause the identity of a complainant to be determined;
5.2AI1 communications and media briefings respecting the subject matter of this
Contract shall be managed by the City's Department of Strategic Services under the
direction of the City's Representative and in coordination with the Mayor's Office.
Only the following designated spokespeople shall have any contact with the media
regarding the subject matter of this Contract: the Mayor, The City Manager or the
Investigator.
5.3 Under the direction of the City Manager, the City's Communications Office shall
deliver internal communications, as required, to assist the Investigator with the Work
and Deliverables. For example, the City shall ensure that if frontline City Staff are
contacted by any individual(s) wishing to speak to the Investigator that they have the
contact information of the Investigator available.
5.4 No comment shall be made by the Investigator to the media unless such
comment has first been vetted and approved by the City's Representative. Any
media requests made to the Investigator should be referred without comment to
the City's Representative.
6. Deliverables
6.1 In addition to the duties and responsibilities identified in Section 3 above, the
Investigator shall be responsible to provide the following deliverables to the City:
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subparagraph 3.1(i) of Schedule 2), and which shall provide a progress
update regarding the following:
An overview of the nature, number and status of the interviews
conducted with those individual(s) who have or may come forward
with allegations regarding Mr. Estabrooks and an overview of the
resulting referrals to confidential counseling services completed as
of that date;
ii. Recommendations, if any, for further internal or external
communications;
iii. Any proposed /recommended modifications to the Work and
Deliverables;
iv. A detailed accounting of Fees and Disbursements charged to date;
and
V. A recommended timeframe and budget estimate for completion of
the Work and Deliverables.
b. A final report at the completion of the investigation. This final report shall
include the following:
L An executive summary of the key findings and recommended
actions moving forward;
ii. A summary of the allegation(s) of each and every individual(s) who
has or may come forward, with the exception of their name or any
identifying information;
iii. Professional advice from the Investigator regarding the allegation(s)
summarized;
iv. Obtain from the City's Representative and identify in a progress
report on the number of individuals who are receiving or have
received confidential counseling services from the third party
provider arranged by the City and recommendations concerning
any future requirements in terms of confidential counseling
services;
v. Should any allegation(s) of sexual abuse by Mr. Estabrooks be
reported to the City following the submission by the Investigator of
the final report referred to in subparagraph 6.1(b) of Section 2, the
Investigator shall, if requested by the City, make recommendations
respecting further investigation and follow up.
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the Investigator shall, if requested by the City, make
recommendations respecting further investigation and follow up.
vi. Advice, if any, respecting a further /final media briefing
vii. Recommendations for preventative policy or procedural reforms
related to investigative matters that could be implemented in the
future to address fundings from the process.
7.0 Confidentiality
7.1 The Investigator and the City recognize that the confidentiality of the information
provided by individual(s) who have or may come forward with allegation(s) of
sexual abuse regarding Mr. Estabrooks shall be protected; however, should any
individual(s) who have or may come forward with allegation(s) of sexual abuse
regarding Mr. Estabrooks institute civil proceedings against the City, any
confidential information provided by such individual(s) to the Investigator shall
be available to be used by the City in association with such civil proceedings
and shall, if deemed necessary by the City, cease to be confidential. The
Investigator shall communicate this qualification at the outset of any interview it
may conduct with any and all individual(s) who have or may come forward with
allegation(s) of sexual abuse regarding Mr. Estabrooks and shall confirm with
such individual(s) that he or she understands such qualification.
7.2 Subject to subparagraph 7.1 of Schedule 2, in order to ensure that the
confidentiality of individual(s) who have or may come forward with allegation(s)
of sexual abuse by Mr. Estabrooks is protected: only the Investigator shall
maintain all direct contact with such individual(s), and the interviews conducted
by the Investigator with such individual(s) shall be documented in a confidential
manner protecting the identity of such individual(s).
7.3 Where the Investigator requires contact with the City on the identity of
individual(s) who have or may come forward with allegation(s) of sexual abuse
regarding Mr. Estabrooks, the contact shall be made only to the City Manager
through confidential phone or in person communications.
7.4 At the conclusion of the investigation, one copy of a Confidential Appendix
containing the names of all individual(a) who have or may come forward with
allegation(s) of sexual abuse regarding Mr. Estabrooks shall be confidentially
provided by the Investigator to the City Manager as a confidential record of the
investigation.
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SCHEDULE 3
DISPUTE RESOLUTION PROCEDURE
A. Referral to Senior Management
1. All disputes arising out of, or in connection with, this Contract, or in respect of
any legal relationship associated with or derived from this Contract, shall within
two (2) Business Days of notice from one Party to the other be referred for
resolution to the City Manager and the Provincial Representative.
2. If the City Manager and Provincial Representative are not able to resolve the
dispute referred to them under this Section within seven (7) Business Days
following such referral, the matter shall be referred for resolution by way of
mediation upon the willingness of the Parties.
B. Mediation
1. A Party may apply to a court of competent jurisdiction or other competent
authority for interim measures of protection at any time.
2. If the Parties resolve to mediate the dispute referred to them under Section A -2,
the Parties shall invoke the following mediation process:
B.2.1 either Party shall immediately declare an impasse and provide
written notice to the other within seven (7) Business Days thereof
(or such other period as the Parties mutually prescribe) declaring
that such Party wishes to proceed to mediation and setting out in
reasonable detail the issue(s) to be resolved, the proposed time
and a list of at least three (3) and not more than five (5) proposed
mediators. Each of the proposed mediators shall be an individual:
(i) with at least three years' experience working in an
executive capacity or representing clients in the area
of public disputes; and
(ii) unless otherwise agreed by the Parties, with no prior
connection, affiliation or other formal relationship with
either Party.
B.2.2 upon receipt of such notice, the notified Party shall have two (2)
Business Days to select one of the proposed mediators as the
mediator, failing which the Party providing notice shall select one
of its proposed mediators as the mediator. Within ten (10)
Business Days following selection of the mediator the matter
shall be heard by the mediator; and
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B.2.3 the mediator shall be entitled to establish his or her own practices
and procedures. Each Party shall co- operate fully with the
mediator and shall present its case to the mediator orally and /or
in writing within ten (10) Business Days following the mediator's
appointment. The mediation shall not be in the nature of
arbitration as contemplated by the Arbitration Act (1992) and the
mediator's decision shall not be binding upon the Parties, but
shall be considered as a bona fide attempt by the mediator to
judiciously resolve the dispute. The decision of the mediator shall
be rendered in a written report, not to exceed two (2) pages in
length, delivered to the Parties within ten (10) Business Days
following the last of such presentations. The fees of the mediator
shall be shared equally by the Parties.
3. The mediation shall be terminated:
B.3.1 by the execution of a settlement Contract by the Parties; or
B.3.2 by a written declaration of one or more Parties that the mediation
is terminated; or
B.3.3 by a written declaration by the mediator that further efforts at
mediation would not be useful.
4. The place of mediation shall be the City of Saint John and Province of New
Brunswick.
C. Arbitration
1. In the event that the Parties are unwilling to mediate their dispute or that the
dispute between the Parties remain unresolved after mediation has been
attempted in good faith, then either the City or the Province, upon written notice
to the other, may refer the dispute for determination to a Board of Arbitration
consisting of three persons, one chosen by and on behalf of the City, one chosen
by and on behalf of the Investigator and the third chosen by these two.
2. In case of failure of the two arbitrators appointed by the Parties hereto to agree
upon a third arbitrator, such third arbitrator shall be appointed by a Judge of the
Court of Queen's Bench of New Brunswick.
3. Any determination made by the Board of Arbitration shall be final and binding
upon the Parties and the cost of such determination shall be apportioned as the
Board of Arbitration may decide.
4. No one shall be appointed or act as arbitrator who is in any way interested,
financially or otherwise, in the conduct of the work or in the business or other
affairs of either Party.
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5. The Board of Arbitration may encourage settlement of the dispute and, with the
written Contract of the Parties, may order that mediation, conciliation or other
procedures be used by the Parties at any time during the arbitration proceedings
to encourage settlement.
6. If, during the arbitration proceedings, the Parties settle the dispute, the Board of
Arbitration shall, upon receiving confirmation of the settlement or determining that
there is settlement, terminate the proceedings and, if requested by the Parties,
record the settlement in the form of an arbitration award on agreed terms.
7. The place of arbitration shall be the City of Saint John and Province of New
Brunswick and the provisions of the Arbitration Act (1992) shall apply to the
arbitration.
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