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HomeMy WebLinkAboutCity Council-Agenda Packets-1/13/2005 Table of Contents City Attorney Selection Information Tabs 1. Boyle & Lowry, L.L.P. 2. Brown & Hofmeister, L.L.P. 3. Law Office of J. Kevin Carey 4. Fanning Harper & Martinson 5. Cribbs & McFarland 6. Nichols, Jackson, Dillard, Hager & Smith, L.L.P. 7. Dorothy G. Palumbo, Attorney at Law 8. Taylor, Olson, Adkins, Sralla & Elam, L.L.P. (TOASE) 9. Chris Vickers & Associates 10. Law Offices of Alan C. Wayland 1. Abendroth, Tamika Jones 2. Gary, Michael B. 3. Hammond, Michael J. 4. Russell, Joe Michael MEMORANDUM Office of City Manager TO: FROM: SUBJECT: DATE: Mayor and City Council Bill Lindley City Attorney selection January 13, 2005 Enclosed you will find various information provided to assist with the review and discussion for selecting a law firm to provide City Attorney services. The following is a brief overview, by section, of the material. Also provided with the notebook are the proposals submitted for your consideration in anticipation of the meeting this evening. Section One As requested by the City Council, a brief PowerPoint has been prepared reviewing my expectations of the services to be provided by the City Attorney. Also noted are City Charter and City Council Rules of Procedure standards for the City Attorney. Section Two While only one page, this is a survey of the area cities fee structure for the various functions provided by the respective law firm. Section Three A copy of the current engagement letter with the current law firm is provided. Along with the survey of area cities legal fee structures, we also requested copies of any contracts, letters of understanding or similar agreements with the respective law firm. We were able to obtain copies from three of the cities. Also provided is a draft contract we were able to locate from an internet search for as an example copy of possible terms and conditions to consider. Section Four Two articles were located from the International City Managers Association website related to City Attorney relations. These are provided for your general information. Section Five A copy of the Request for Proposals for City Attorney Services is provided for your reference as you review the submitted proposals. A City Managers Perspe January 13, 2005 Getting the Job Done . Do not "blind side" the City Manager · Draft and review ordinance the needs of City Counc . Understand role is not setting or dir administrative policy .. . . . Provide litigation management for in . Maintain regular communication b candid and consistent advice with politics and popularity General Duties · Prepare and review contracts and agreements · Advise City Council, officers questions · Advise City Council for Roperts Rules · Provide prosecutor services for Munici Getting the Job Done . Accessible anytime and on holidays · Be proactive in anticipatin identified and raise que ns no a . Provide legal "pro and coh" assessm for decisions being considered . Strong background in land and econ development laws · Respect not the City Managerand management decisions General Duties . Provide legal advice & opinions to City Council, officers and staff . Attend Regular City Cou.., C and Zoning Board of Adjti~ment me other meetings as requeSted . Defend the City in variOus litigation . Assist with City elections · Capable of addressing broad ran Areas of Expertise · Land development and planning . Public disclosure . Employment law . Economic development . Law enforcement 1 Areas of Expertise . Tort law . Purchasing . Condemnation, leasing, p chasejsal . Broad municipal law experiynce City Charter Requirements <,..-. Article VIII, Section 8.04, cop . Review contracts and legaf, instrumen . Represent City in Iitigatioo\ . City Council may retain addif\onalleg . City Attorney perform other duties dir the City Council ... .-.. Questi~ and ;' Answer City Charter Requirements Article VIII, Section 8.04 . Licensed attorney for Stat .. of Texas . Compensation and hold office at plea City Council . . Associates be approved by the City C . Legal advisor and attorney for City officers and staff City Council Rules of Procedure Section 2.6 . Attend all regular City Co, cil meetin . Provide oral or written opini~ns . Serve as the City CouncjJ's Parliament 2 ~ (I) ~ ::s tJ) tn (I) U .~ (I) tJ) ~LO (1)0 CO r..,N o - _co - ..- <(~ ~~ - ..... ._ C O~ o o o cD (") ~ -c Q) ~ x Q) .8 o c 1: ::J o <.) -c c ro o o ~ N r-- ~ -C Q) Q) U X Q) .8 o c c .2 1ij ~ c o Z o 0 o I I 0 qoo 0 o. iO 0> ..... ~ ~ II1.OLOlO OOt---t---Oco 0 I ~~ I ~ 'CLOD I I LO OLOt---LOOO 0> E; EA. fA. ~ o OOOLOOLOLO LO .q- _C">LO.....N 0> ~~~~~~ ~ ~ LO 0> ~ LO 0> ~ -g roro ~~ ~ ~Q)_ ~ Iii OLLOOcc en ...J U...J...J 0 0 0 ~~~~..<E..<E LL OJ~ OJ OJOO f/l ~CJ)>,>,,,--,-- ~ 0.000000::: CD.oCDCD:;:':;:' 'C co co U 1-1- ~ I '0 C CO ~ 11 ~ O:::~ ~~€5 ~ OJ::J::JOJOO (5 CDWI~Z(f) U THE STATE OF TEXAS . . COUNTY OF TARRANT CONTRACT FOR LEGAL SERVICES This contract is made between the City of COlleyville, hereinafter called "City", and Foster & Brewer, hereinafter called "Attorney". WIT N E SSE T H: City, desiring to secure legal services commonly furnished by City Attorneys, including all legal advice; representation of the City in all matters which may be pending or which might be hereafter instituted in any of the courts of the State of Texas and the courts of the United States, which are located within such state, and before all administrative agencies and departments of government, brought by or against the City du:ing and through the continuance of this agreement; the examinati,on of all contracts; and the enforcement of obligations to the City as requested; and other legal services that City may request through its City Council, hereby employs Attorneys to represent it and to furnish such legal services. Attorney agrees to perform such services. City agrees to pay and Attorney agrees to accept a retainer of $1,250.00 per month, which sum shall be full compensation for attendance and advice at regular twice a month City Council meetings and prosecution in municipal court. City agrees to pay and Attorney agrees to charge the sum of $95.00 per hour for all 1 additional services. City agrees to pay and Attorney agrees to accept the actual amount of expenses and court costs incurred in representing the City. Such sums shall be billed to the City and shall be paid within thirty (30) days of such billing. This contract shall be in full force and effect until amended or terminated by the parties. EXECUTED at COlleyville, Tarrant County, Texas, on this the rJj-ir day of Il~/ / , 1992. FOSTER & BREWER By:~J:::L By: Q~ 2 r-~'.:Il:. u:u 12.l2 Ross T. Foster, ~c. Attomeys at Law 9001 Airport Freeway SUite 675 Fort Worth, Texas 76180 ROSS T. FOmIR KeNNETH f. ~8T (1311) ""'111 ."x ('17) .q6-2ll3e August 26, 2004 VIA FACSIMILE: (817) 503-1129 Mr. Bill Lindley. City Manager City of Colleyville 100 :Main Street Co.lleyville. Texas 76034 Re: Attorney!s FeesIHourly Rate Dear Bill: It has been some time since the hourly rate of$95.00 per hour that I charge the City for legal services has been adjusted. When that rate was fint implemented I believe my hourly rate to other clients was 5140.00 per hour. I currently charge other clients $220.00 per hour. I have tot taken a survey. but based upon my discussions with other attorneys who provide legal services to cities, current rates vary between $150.00 and $175.00 per hour. I we.uld appreciate you discussing this matter with the Council to bring the houdy rate in line with other cities. If you have any queStions, please contact me. Very truly yours, R1:F:dk ~ City Secretary Office ~ Official Record Copy PROFESSIONAL SERVICES CONTRACT THIS PROFESSIONAL SERVICES COt-;"TRACT ("Agreement") is made and entered into rbis, the!!i day of June, 2004 bv and between the CITY OF NORTH RICHLAND HILLS ("City") and Taylor, Olson, Adkins, Sralla & Elam, L.L.P. (tlLaw Finn"). WITNESSETH WHEREAS, George Staples has been appointed City Attorney as provided by the Charter of the City of North Richland Hills, and is a member of the Law Finn and this document is intended to memorialize the terms of compensation and service for such office; NO\V~ THEREFORE, the City and the Law Firm, for and in consideration of the terms hereinafter established, have agreed, and do hereby agree, as follows: 1. Term 1.1 Term. The City Council, by and on behalf of the City, does hereby retain the Law Finn, and the Law Firm does hereby accept engagement by the City for a term of two (2) years commencing on July 1.2004 and ending on June 30, ~6, ml.less sooner terminated pllrsuant to the terms of this Agreement; provided, however, the term of this :eement shall automaticallv be extended on a m.onth-to-month basis at the end of the original tenn unless, prior to me end of the. original term. eIther the City or the Law Firm gives at least thirty (30) days prior written notice to the other party ofits desire to end the term of this Agreement. n. Engagement 2.1 Duties. The Law Finn and its member, including George Staples. shall faithfully perform the duties assigned to Law Finn by the City Council or the City Manager in compliance with the City Charter, and shall comply with all applicable and lawfully permissible City, state and federal laws, ordinances, resolutions, orders, directives, policies, rules, and regulations as they e?,ist or may hereafter be amended and the Texas Disciplinary Rules of Professional Conduct and the Texas Rules of Disciplinary Procedure, as amended (COllectively referred to hereinafter as the "Ethical Rules") applicable to the State Bar of Texas. The Law Finn shall provide all legal services required and complying with the terms of this Agreement, including, but not limited to, (i) advising and COnsultiilg with City Staff and elected officials, as directed by the City Council a.Tldlor its designated representative, (ii) revie'wing, revising and approving all proposed ordinances and resolutions prepared by City Staff, the Mayor and/or City Council, (iii) researching and drafting ordinances and resolutions on request of the City Council, Mayor and/or its designated representative, (iv) reviewing, recommending changes and/or approving proposed all City contracts and agreements referred to Law Finn by the City Council and/or its designated representative, (v) researching and PROFESSIONAL SERVICES CONTRACT PAGE 1 OF 8 J'.<CCl(r.:.-..c"~'. c~_~..' ~-t. C t'cSc\ ..all.o., ., ri:b.';;.. City Secretary Office ~ Official Record Copy 'eparing documents and instruments of conveyance of real and personal property to or from the City on request on the Mayor, City Councll and/or its designated representative, (vi) attendance at all City Council Meetings, regular and special, unless excused by the City Council and/or its designated representative, (vii) attendance at other meetings of staff, boards, and/or commissions of the City on request of the City Council andlor its designated representative, (viii) in coordination with the City Manager and Human Resources Director of City, providing advice and counsel to the Civil Service Commission on cases brought to the Commission, (ix) advising and consulting with the City Secretary concerning the application of Texas and Federal election laws, regulations. rules and rulings affecting the administration and conduct of election by the City, (x) other general legal services to the City Sraffand departments of the City as directed by the City Council and/or its designated representative, (xi) representation of the City and the employees and officials of the City in all Litigation (defined below) referred to Law Firm by action of the City Councilor direction of its designated representative, (xii) consultation and advice, as requested by the City Council andior its designated representative, with other attorneys which may be engaged by the City to represent the City on complex, novel, unique or other matters detennined by the City Council in sole discretion, and (xiii) all related duties required by the Ethical Rules. The Law Finn shall maintain sufficient qualification. knowledge and expertise to perform the foregoing dunes, and to advise the City in connection with the administration and implementation of: (1) zoning, platting and land use laws, (2) effective code enforcement, (3) removal of substandard structures and non..confonning uses, (4) civil rights issues and litigation, and (5) the application of the Texas Open Records Act and the Texas Open Meetings Act. The attorneys of the Law Finn will u,se their skill and diligence, as well as their experience in the legal profession in representation of the City. Unless and until the City Council shall otherwise expressly notify the Law Finn in writing, the City Manager and the Mayor are each hereby designated representatives of the City for the purposes of this Agreement only, and each representative is authorized to act in such capacity without the assent or joinder of the other. In the case of any ambig\.lous or conflicting instructions from the ...4esignated representatives. if the assent of both designated representatives cannot be obtained. the Law Firm ay require the instruction to be darified by the City CounciL 2.2 Availability of' Law Firm and Desigp8ted Attofuey. The Law Firm agrees to designate in writing in advance the number of hours each week when one or more of its approved attorneys will be available to the City Council and City Manager for consultation and advice on City legal matters. Such designation shall include and a reasonable number of hours, on reasonable availability, to perform all of the other duties and functions assigned to Law Finn under and pursuant to the terms of this Agreement. All such designation(s) of availability shall be immediately delivered to the City Secretary. Provided that the requirements for designation of hours of availability comply with the provisions of this Agreement, Law Firm shall be entitled to modifY the designation of his availability by giving prior notice thereof to the City Manager. Unless otherwise agreed by tbe City Council, Law Firm shall staff the attorneys office in the City Hall with one or more of Law Firm's anorneys to provide legal services to the City up to twenty (20) hours for each week the City Hall is open, actual hours to be determined or changed through consultation between the designated attorney and the City's desi~'l1ated representative. Without the express prior approval of the City, the Law Firm will limit the activities of its attorneys at the attorneys office in the City Hall to the consultation, advice and representation of the City. In addition to such twenty hours of resident City Hall office time, the designated attorney (defined b~low) shall (unless excused pursuant to the express terms of this Agreement) PROFESSIONAL SERVICES CONTRACT' PAGE 2 OF 8 ~\ City Secretary Office ~ Official Record Copy lttend all meetings, regular and special, of the City Council. An attorney of the Law Firm shall be designaIed ("designated attorney") to be the primary contact and liaison between the City and the Law Firm. The initial designated attomey is George Staples. The de:3ignated attorney may be changed at any time upon the mumal agreemenI of Law Finn and the City CounciL In the event of the illness or reasonably unavoidable unavailability of the designated attorney, an attorney designated by Law Fh-nl acceptable to the City may temporarily perfonn the duties of the designated attorney during hislher unavailability. 2.3 City Council Meetings. The designated attorney of Law Firm shall attend all public meetings of the City Council. The designated attorney of Law Finn shall also attend all closed meetings of the City Coun~il, with the exceprion of such other matters where the City Council deerr.s that the designated attorney's presence is not necessary or desirable. 2.4 Criticisms, Complaints, and Suggestions. The City Council, individually and collectively, shall refer to the Law Finn all material and substantive criticisms, complaints, and suggestions regarding the Law Finn and'its duties under this Agreement which are called to the City Council's attention for study and a.ppropriate act:io~ and the Law Firm shall investigate such matters and inform the City Council of the results of such efforts. 2.5 Professional Certification. The designated attorney and all other attorneys of Law Firm performing services under this Agreement shall at times during the tenn of this Agreement hold and maintain a valid license to practice in all courts of the State of Texas and a valid and current license from the Sta.te Bar of Texas. 2.6 Outside Legal Activities of Law Firm. Subject to and on compliance with the conditions set forth below, the Law Firm may represent persons and entities other man the City on rnatters which are unrelated to the Law Firm's representation of the City and the duties of Law Firm under this Agreement ("outside clients"); provided, __ however, without the express prior written authoriza.tion and consent of the City Council, such outside representation shall be subject to and performed in accordance with the following terms and conditions the representation of such outside clients shall not: (i) create a conflict of interest with Law Finnls representation of the City, (ii) be likely to create a conflict of interest in the future legal matters involving the City, (Hi) result in, or be likely to result in, a duty of Law Firm to withdraw or provide written disclosure to or obtain consent from the City or such outside c1ient(s) regarding such representation or the future representation oime City and its employees and officials with respect to official City business and actions, Law Firm agrees not to represent current elected officials, appointed officials and employees of the City without the \lVntten consent of the City and the compliance the a.pplicable Ethical Rules. For the purposes of Section 1.10 oithe Ethical Rules, Law Firm shall be deemed to be a public officer during the term of Lhis Agreement. III. Compensation and Expenses 3.1 Fees for Standard A&r-eement Matters. The City shall not provide the Law Finn with, and the Law Firm shall not requIre, a monthly or annual retainer. The total compensation for the Law Firm will be hased on the number of hours or portion thereof which its attorneys have expended in performing its duties under this Agreement at the rate of$140.00 PROFESSIONAL SERVICES CONTRACT_ PAGE 3 OF 8 (~ City Secretary Office ,!2J Official Record Copy per hour, excluding the representation ofCily in Litigation (as defined below).and.Prosecution (as deflned below). 3.2 Fees for Prosecution and Municipal Court. AIIhough this Agreemem does not currently provide for the Law Finn to provide services in the prosecution of cases on behalf of City in municipal court ('lProsecution"), in the event such services are requested by the City Councilor its designated representative in a single case or in multiple cases, Law Finn agrees to provide such Prosecution services at the rate of$115.00 per hour, including time for courtroom appearances and actual trial and hearing matters, and the rime included in such prosecmion matters will be excluded from the rime billed for standard agreement matters under Section 3.l above and all Litigation matters. 3.3 Litigation Fees. With respect to litigation, court proceedings, arbitration proceedings, mediation proceedings and all other fonnal hearings adjudicating or determining any interest of the City before any State or Federal agency. board. commission or political subdivision other than and excluding PrOsecution (collectively referred to as "Litigation") in which the Law Firm iepresents the City, the time the Law Firm devotes exclusively to such Litigation, to the extent not included in the other duties of Law Finn described above, will be billed to the City at the rate of$160.00 per hour. including time for court room appearances and actual trial and hearing matters. 3.4 Time and BilUng. Statements reflecting billings for standard agreement matters, Prosecution and Litigation services respectively will be in writing given monthly to the City for time rendered in the previous month, covering sen'ices rendered as well as disbursements of reimbursable charges and out of pocket expenses incurred by Law Firm in COIUlection with such matters. Such reimbursable expenses, disbursements and charges may include but not be limited to long distance telephone charges, special postage. delivery charges, facsimile - transmission charges, travel, photocopying, filing fees and the use of other service providers such as printers or ~xperts, if needed, but only to the extent not paid for directly or otherwise provided directly or reimbursed by the City. Amounts due and owing to the Law Firm under this Agreement shall be due and payable on Or before thirty (30) days after the City's receipt of the statement reflecting such billings in accordance with this Agreement. 3.5 No Employmeut. Law Finn is an independent contractor of the City, and no designated attorney, or other attorney, employee or agent of Law FilTn shall be or be deemed an employee of the City_ 3.6 Professioual Development. City will not pay for or reimburse Law Finn for reasonable transportation, lodging or tuition expenses to attend required continuing legal education seminars in the State of Texas, and other seminars, courses or meetings approved in advance by the City, unless otherwise approved in advance. 3.7 Expenses. (a) Law Library The City may have previously budgeted and expended funds to acquire and maintain a small reference law library in the Attorneys office. All such law library materials heretofore or hereafter purchased or acquired with funds of PROfF.SSIONAL SERVICES CONTRACT PAGE 4 OF 8 ... NC ,..."...." rlOYLE & LOWRY, L.L.P. j,-,mll'. lK1Yl r, .If;. I..SrANTllN[,nWRY 1\.'-'1' rJlIW C. C. BCYl.1i Dilt'ClT.\.,> II. CONNICn.1!I DAV)I"> II. BI\lfNh* AIIINC W,\YIA/'I)" 'n" CO\lN.~!'1 l\'nORNI:!YS ANI) COUNSELORS 4101 WINClRHN. StJlTE lOli IRViNG, TEXAS 75062-2763 (972) 1,50.7100 Fax: (972) li50.r105 www.bll).le-lowry.c.lm Writer's l)ir~C't Un.:,: (972) .iS0-7101 E.Mlil; jlboylc@boylc.l(,'.\cy.com October 1, 2004 MllYor H khan.! WaI'd tvklllhcl'!l of the HUl'st City Counell CIty MalugC'r Allan W;:r.:gar 1505 Pn.:cincl T.jl1':; Road Bur-:l, '\\';;11-: 76054 }{c: Agn'\'rnent for Lcgul Services. Cit.y oI Hunt, Fj,~cal Yenr 2004.2005 D~.al" Mayor Ward. Ml~mbcrs of the City Council, and City Manager Weegar: The Jaw finn of Boyle & LOWI'Y has enjoyed and considers it a distinct honor to r~prc~cllt tl1.c City of I Iurst , Pll~l1Sl: al'ccpt this letter as our fee pfoposal for the fiscal year 2004-2005, Th~ f1nl1 provides a filII rnl}ge of legal services commonly furnished by n City Allorney, incll.ldin~ all legal ud'licc, r~prcs(:ntll.liol1 of City in all malters which m1\Y be pending or which might be ht'fe,aikr instituled in .m)' of the couzts of the Stale of Texas and the courts of the United SWlCS. lln<! b~for~ all administrative agende!; and depaltments of government bi'oug,ht by or again.,t the Clly ,JlIrill~' allt! thl'ClUgholll the. cCl1tim11l11Ce of this agreement; the cxaminati01J of all contracts: and the e.J1rorci:mc11l. of obligation:\ to the City as requested; providing of legal services to fill ROf.lrds anu Commissions; am! ,lilY nllwr leg.,l services the City may request through its City Council and Cit), Manager. The firm fl1l'lhrl' agrees to provide legallldvicc nt City CO\lncil mcctings and work sessio!1~ whc;', the illrOmcy's ndvlc~ i~ dc~~mcu 11\.l~doo; review of Zoning Board of Adjustments' applications, rClIdilior. of (Ipjni()II,~ f0r all fI[lpOinliw bc)ard$; prostlcl1iion in Municipal COllrt; unlimited telephone consiJl!lltion~ c\'IJu:nllillg mUllicipal arrair~; prt\pnration of ordinances, resolutions:. llild lep,al memnrandll, status n:ptlrls. and ulln:':sl.'nrch llCcl'Sf'ury to fulfilllhe foregoing obligations. Additionally. tho !inn il\,,1ft'es to mpfesem the City ill bml acquisition, including condemnation, if necessary. and reviewing aU claims agail1!;( the: City. The hmllly Hites for General Mllnli;iplll ami Liligation are th(} same rates charged since the 2000. 2001 fiscrll YL\iir. All nOf\.lhig.ation general r~r~sentlltion legal services will be provided on the ba<;h of $150 ;KI' bOlll" AT'itlul'Il fees for non-liligution matlcn shall not exceed the Sllm of 572,000, which ~Uln ~h;ill 111')1 h~l exc~~cd~~d withom lnt' "pproval of the City Manager. Tile homl}' mle for Municipal Court is continued at $135.00 per hour.. Annual fees for Municiptl~ COllrlllr0:{Ccllliol1 shall not CXCl~l'd $36,000 without City Manager apr>,'ova!. All litigation, claims and ll'l,;'ljor project matters, including eminent domain procet',dings. legis/ad'll: hl:'urings and utility rate case proceedings shall be provided at $175.00 pur hOUf of l.Iuomey's Ilm~\. 1\ ".:.: .....'1 V. 10,..,,\ I .....100,. Ir" MnYllf Richa;-d Wan.! MC:illl.l\~rs of the Hurst City CClHlcil City Mllllager AHrm Weegnr OclobN ), 2004 P\\~~C, 2 Paralegal sel'vices will be provided, a.q needed, and charged at the ralC of $75.00 per hour. Th~ firm of Hoyle & Low.)', r...L.p. shall submit a monthly, itemized statement for ~ervicl~s n',ildC'r~d. T~emj/cd 41irt'ct out-of-pocket costs shall be submiLtcd each month, Thc~c expenses include court costs. rnx, deli wry and West Law costs and do not include postage, secrotarial time, or long- distance ~~J.lIs TO anyol1e in the City of Hurst. John F, Boyle, Jr, will be tho principal City Attorn~y allending City COlincil meetings. handling and directing nlll.lthcr r~taincr mntters, The firm's contract for collection of delinquent nd valorem luxes, copy altached, is herehy approvt'J Will) the approval and acceptance of !his Agl'eement by the City for the same pe,riod. No rcpn~senlaliYe (If the firm of Boyle & Lowry, L.L.P. shall solicit or accept an) gift, comp~Il"i;)(ion or promise (If l\ future gift 01' c()mpen~utiol1 from any person or busjness ~utity Lhat IF. f;~c:ldng lIrn~ial action fl'Offi lh~ City of Hurst. This specifIcally incluues. but is 001 limited to: titlc c(Jlnp;ll\k~, appraisel'!:, brokeI'll, d~wlopC'r$. or other attorneys and contractors. Th~~ firm will lWt rf.:prtlsent other clients and file suit against the Cities of Bedford. nUI~Sii, Rkhlnnd Hills, Nt)('lh Rkhlund Hills or CollcyvilJe ullle,ss necessary for the proper represcntation of the C:iLy of HlIf~t and uf'pr0vcd in weiting by Ihe City Council. This t\gn.~(\mcmt shall he in full force and effect for the p~l'iod of October J, 2004 through Sl'prernber :;0. 2005. provided, however this Agl'eement may be terminated, without cause. by either party upon thirty (30) days written notice. Sincerely, B~~!--E & LOWRY, L}i'L'P~- -~- 2 C~_, )~.f..~r0(~-~ .~~ 2--- John p, Boyle, Jr. Ene lilSIl\'l~ ACCF:I~TED thj~ .,L1-:.. day of &.~h ),"'1/.2004, ,.) . . ') ____j<~~:,.;' I A..""~_' .,"...~_ Mayor Ric!lilrd \V~ird, City of Hursl . I L\l\L>yk LmVI )'\H"i~l\hr '~<:lIlilli.lr;tlion\hr.kg.11 f~<'~\hr-Jcgal J'~~, 10.1..04 [It<\p~~uLdoc 6OO1) W'''-'t~,j\ PL/,CE. SuiTE 200 ;..3C 1J Bt.. jA.s'J~lRvU\" ROAD FORT WOiUH, TEMS 76107-4654 nlAIL 'IT)ASE@TCA~I!.COM WEBSI'ffi: W\VW.rOASE.CO.\t Taylor Olson Adkins Sralla Elam UP. Attorneys .. Counselors TEL:;:PH():-<~: (817) 332.2580 TOLL FilE": (80m 318.3400 FACSIMILE: (817) 332.4740 DE.'l'OK: (940) 383.2674 DE'oJ'ON METRO: (972) 434.3834 August 4, 2004 ~\~rl~Ecff~;:~ill\~ l\n\. \\\1)\ ill \it _ ,_j..J \ l "...._.""',..,...,J. ~e_......~;;.~~' E. ALLENTAYLCR. JR E.xr 2'12 ;..rAY"OH@TOASE.COM Mr. Billy Campbell City Manager City or Souihiake 1725 Southlake Blvd. Southlake, Texas 76092 Re: LegaiServices Dear Billy: In September, 2001, the law firm raised its rates for the City of Southlake. I had hoped at that time that the rate change we initiated would be sufficient to meet budgetary needs for the near term future. Unfortunately, I have come up short in my analysis. Effective on October 1,2004, the law firm is establishing a new rate structure for the City of South lake. Routine administrative work on municipal files will be billed at a rate of $150.00 per hour, which is still below our standard rate. Litigation will be billed at a rate of $175.00 per hour. Prosecution in municipal court will remain at a rate of $125.00 per hour. Legal assistant time will be billed at a rate of $80.00 per hour for administrative work and litigation. The firm recognizes the financial constraints under which local govemments operate and we have worked tor many years to do everything in our power to keep our rates as iow as possible. However, in order to provide the quality of representation that our cities deserve, we have to maintain an adequate staff of competent experienced lawyers who can respond timely to client needs. I feel that this is especially important in representilig municipal clients due to the unique legal issues that are routinely encountered and the lack of pertinent experience on these issues by most lawyers. Due to the nature of our practice, we are forced to select our lawyers from a handful of qualified applicants that are trained and experienced in municipal practice, and compete for these lawyers with other entities and firms. Unlike other professional firms, we do not bill for the time commitments of many of our support staff members and, therefore, our attorney rates have to accommodate the increases that we are facing in those areas. I recognize that you are similarly experiencing these issues v"ith your own work force. Please be assured that we will continue to do everything possible to handle your work in the most time efficient manner possible, thereby W:\Southlake\LETTERS'.Ca mpbell\Campbell.EA TRete .wpd August4,2004 Page 2 reducing the impact of this rate increase on your budget. Our hope is that we will not unreasonably impact anyone client because our practice aiiows us 10 work for numerous cHents on municipal matters, thereby allowing us 10 work more efficiently and to keeping time spent on particular matters at a minimum. I would be more than willing to discuss this matter with you or the Mayor and Council as necessary. If I can provide you with any additional information or assistance, please feel free to contact me. Sincerely, (-:~'], ') '-" v:6L J ~ E. Allen Ta;/Jr. EAT/ds W:\Southlake\LETIE RSiCampbell\Campbe'I.EA TRate. wpd CITY OF PROFESSIONAL LEGAL SERVICES CONTRACT Whereas, this Contract dated as of made and entered into by and between the City of (City Attorney). , 200_, is (City) and WHEREAS, the purpose of this contract is for City Attorney Services; and WHEREAS, the law firm was selected following a Request for Proposals for Legal Services; and WHEREAS, funds for this purpose are authorized through the City Annual Operating Budget; NOW, THEREFORE, in consideration of the terms, conditions, covenants, and performance of the scope of work contained herein, as attached and made a part hereof, the City and the City Attorney mutually agree as follows: SECTION I TERM OF CONTRACT/TERMINA TION The term of this Contract shall be _ years commencing on the date of execution by the parties to this Contract. The Contract will be automatically renewed for _ additional _-year terms, without action taken by either party. Renewal for the period immediately following year _ ~ will require City Council reauthorization. Remaining renewals following such City Council action will continue as automatic renewals. Should either party desire to not renew, a written notification shall be made at least 120 days in advance of the normal renewal action. Other termination actions shall comply with the standard Terms and Conditions. SECTION II SCOPE OF WORK Work under this Contract shall, at all times, be subject to- review and examination by the City Council and shall be subject to its approval. The City Attorney shall confer with the City Council periodically, during the course of work, and shall be subject to the direct administration of the City Council. The City Attorney shall prepare and present information and materials (e.g. a detailed outline of completed work) as may be pertinent, necessary, or requested by the City Council to determine the adequacy of the work as it progresses or to determine the City Attorney's progress. The making of (or failure or delay in making) such examination shall not relieve City Attorney of responsibility for performance of Services in accordance with this Agreement, notwithstanding City's knowledge of defective or non-complying performance, its substantiality or the ease of its discovery. City Attorney shall provide City sufficient, safe, and proper facilities and equipment for such inspection and free access to such facilities. SECTION III COMPENSATION As full compensation for satisfactory performance of the Services, City shall pay City Attorney in accordance to the attached schedule. Such payment shall be full compensation for work performed and/or services rendered and for all supervision, labor, supplies, materials, equipment or use thereof, and for all other expenses and incidentals necessary to complete all the work. Except as otherwise agreed, City Attorney shall submit a monthly invoice for the compensation payable under this Agreement for Services performed during the preceding period. Invoice shall provide a detailed description of the Services performed during the month, the number of hours spent performing such services, and any reimbursable costs and expenses incurred in connection with such Services. Any additional service(s) provided by the City Attorney must have prior written approval by the City Council. Pricing Adjustments shall be made only as specified in the attachments, or if otherwise not stated, according to the Terms and Conditions. Invoices shall be submitted invoices or payment contact City of Address State, Zip Code Attention: to the following address. Questions regarding (-) -- , Finance Director Changes in fees shall be first proposed by the City Attorney to the Mayor or his/her designee for consideration in preparation of the Annual Operating Budget, but in no case after June 1. Except for those contract changes that are within the independent authority of the Mayor, any increases in fee and cost structure shall be considered by the City Council as part of the budget process. Such changes to the fee structure and budget approved by City Council shall, upon acceptance by the City Attorney, be made a part of this Agreement and as replacement to the attached schedule. SECTION IV RECORD- KEEPING The City Attorney shall promptly furnish such information related to the Agreement as requested by the City Council. Until the expiration of twelve months after final payment of the compensation payable under this Agreement, the City Attorney shall provide City prompt access to (and City shall have the right to examine, audit and copy) all of the City Attorney's books, documents, papers and records which are related to the Services or this Agreement. SECTION V PROPERTY AND CONFIDENTIAL INFORMATION The City Attorney shall not, without the prior written consent of City, disclose to third parties any information received in connection with the Services unless: · the information is known to City Attorney prior to receiving the same directly or · indirectly in connection with the Services; · the information is in the public domain at the time of disclosure by City Attorney; or · the information is received by City Attorney from a third party who does not have an obligation to keep the same confidential. SECTION VI RELEASES, INDEMNITY, HOLD HARMLESS The City Attorney releases and shall defend, indemnify, and hold harmless from and against all claims, cost liabilities, damages, and expenses, (including, but not limited to, reasonable attorney's fees) arising directly out of or in connection with: · any fault, negligence, strict liability or product liability of the City Attorney in connection with the Services of this Agreement; · any lien asserted upon any property of City in connection with the Services or this Agreement; · any failure of the City Attorney, or the Services to comply with any applicable law, ordinance, rule, regulation, order, license, permit and other requirement, now or hereafter in effect, of any governmental authority; or · any breach of or default under this Agreement by the City Attorney. As permitted by applicable law, this shall apply. However, this shall not require City Attorney to indemnify the City against any liability for damages arising out of bodily injury or property damages caused by or resulting from negligence of City. Further, in the case of concurrent negligence of City Attorney on the one hand and City on the other hand, City Attorney shall be required to indemnify City only to the extent of the negligence of the City Attorney. The City Attorney releases and shall defend, indemnify and hold harmless City from and against all claims, cost, liabilities, damages, expenses (including, but not limited to reasonable attorney's fees), and royalties based upon any actual or alleged infringement or misappropriation of any patent, copyright, trade secret, trademark, or other intellectual property right by any Services. Further, if any Services infringe or misappropriate any patent, copyright, trade secret, trademark, or other intellectual property right, City Attorney shall either: · procure for City the right to use such Services; or · modify such Services so that they no longer infringe or misappropriate any such right. SECTION VII INSURANCE A. Worker's Compensation and Employer's Liability Coverage: coverage or insurance in accordance with the applicable laws related to worker's compensation, and employer's liability insurance with limits no less than $1,000,000 including $1,000,000 for bodily injury by Accident, each accident; and $1,000,000 bodily injury by disease, each employee; and $1,000,000 bodily injury, policy limit (including but not limited to, State law and the laws of the state in which any such person was hired), regardless of whether such coverage or insurance is mandatory or merely elective under the law. B. City Attorney's Liability & Property Damage Insurance: 1. The City Attorney shall procure and maintain during the life of this Contract and during performance of these services, Commercial General Liability, and Automobile Liability Insurance, to protect the City and the City Attorney from and against all claims, damages, losses and expenses arising out or resulting from the performance of these services, as detailed herein, with insurance companies or through sources approved by the State Insurance Commission. The City reserves the right to require higher limits should it deem it necessary in the best interest of the public. 2. The commercial general liability insurance shall include the City as Additional Named Insured on a Primary Basis, and shall include others if required by the Contract documents. All insurance policies shall be endorsed to provide that no policy shall be cancelled, changed or reduced in coverage, until after thirty (30) days prior written notice has been delivered to the City through certified mail. 3. A Certificate of Insurance Including the Additional Named Insured Endorsement for the primary policy of commercial general liability insurance, shall be filed with the City after award but prior to execution of the contract, meeting the requirements set forth herein. This Certificate shall be subject to approval by the City as to company, terms and coverage. Failure of the City Attorney to fully comply with the requirements set forth herein regarding insurance shall be considered a material breach of contract and shall be cause of immediate termination of the Contract and of any and all obligations regarding the same. 4. A Declaration of Professional Liability Insurance shall be filed with the City after award but prior to execution of the contract, meeting the requirements set forth herein. This Declaration shall be subject to approval by the City as to company, terms and coverage. Failure of the City Attorney to fully comply with the requirements set forth herein regarding insurance shall be considered a material breach of contract and shall be cause of immediate termination of the Contract and of any and all obligations regarding the same. 5. The City Attorney shall not begin work under this Contract until all required insurance has been obtained and until such insurance has been approved by the City. Said insurance shall provide coverage to the City Attorney and the City. The coverage so provided shall protect against claims for personal injuries, including accidental death, as well as claims for property damages which may arise from any act or omission of the City Attorney or the subcontract, or by anyone directly or indirectly involved or employed by either of them. 6. Approval of the insurance by the City shall not relieve or decrease the liability of the City Attorney for any damages arising from City Attorney's performance of the Work. 7. Insurance shall provide, at a minimUm, the types of insurance coverage, liability limits and endorsements as set forth below and shall be included in all applicable policies and on the Certificate of Insurance. The insurance coverage's listed below shall protect the City Attorney and the City from claims for damages of bodily injury, including death resulting there from, as well as claims for property damage, which may arise from operations under this Contract, whether such operation be by itself or by anyone directly employed by either of them, it being understood that it is the City Attorney's obligation to enforce the requirements of this section in respect to any Attorney employed for this project: a) Commercial General Bodily injury and Property Damage Insurance shall include: Premises & Operations; Owners and City Attorneys Protective; Products Liability including completed Operations. b) Coverage; Contractual Liability; Broad Form Property Damage; Commercial Form (to include Extended Bodily Injury) Employees as Additional Insured; Explosion, Collapse & Underground Hazard; Independent City Attorneys; Personal Injury; Stop Gap; Cross Liability Clause. c) Umbrella Liability Insurance in the amounts specified. d) Professional Liability Insurance including Errors and Omissions as e) appropriate to the services performed. f) Automobile Bodily Injury and Property Damage Insurance sufficient to cover any driving that is directly required for the performance of the stated work. 8. Liability Limits: General Liability (Commercial General Liability Insurance) shall be written with limits of liability of no less than $1,000,000 combined single limits, per occurrence and $2,000,000 in aggregate; Umbrella Liability Insurance shall be written on a following form basis with limits of, in no case less than, $2,000,000. Professional Liability Insurance including Errors and Omissions shall be written with limits no case less than $1,000,000; Automobile Insurance shall be at the level approved by the City. 9. Nothing contained in these insurance requirements is to be construed as limiting the extent of the City Attorney's responsibility for payment of damages resulting from operations under this Contract. 10. The coverage's provided by the General Liability and the Automobile Liability are primary to any insurance maintained by the City. 11. Special Provisions - Endorsements for Additional Insured: The City of shall be named as Primary Additional Insured for General Liability and Automobile Liability. 12. The inclusion of more than one insured under this policy shall not affect the rights of any insured as respects to any claims, suit or judgment made or brought by or for any other Insured or by or for any employee of any other Insured. This policy shall protect each Insured in the same manner as though a separate policy had been issued to each, except that nothing herein shall operate to increase the company's liability beyond the amount or amounts for which the company would have been liable had only one Insured been named. 13. The Certificate of Insurance shall be amended as follows: The cancellation clause shall be revised to read: Should any of the above described policies be cancelled, changed or reduced in coverage before the expiration date, the issue company will mail 30 day written notice through certified mail, to the certificate holder named at the left. 14. There shall be included in the general liability insurance contractual coverage sufficiently broad to insure the provisions of that Section herein entitled "Hold Harmless Clause." 15. Such insurance shall be maintained as required above, and any additional coverage's and limits as the City may from time to time specify to protect the City, its successor and assigns from any claims, losses harm, costs, liabilities, damages, and expenses (including but not limited to reasonable attorney's fees) that may arise out of any property damage, bodily injury (including death) or professional liability elated to the services performed. 16. Failure to comply with provisions contained herein shall not waive the responsibility of the City Attorney to provide the required protection. SECTION VIII MISCELLENIOUS A. Communications: All notices and other material related to the contract agreement, including duration, termination, rates, terms and conditions shall in writing and shall be delivered or mailed to the following: City of , City Manager Address State, Zip Code B. The obligation of City Attorney under all provisions of this Agreement which may reasonably be interpreted or construed as surviving the completion, termination, or cancellation of this Agreement, shall survive the completion, termination, or cancellation of this Agreement. C. The rights and remedies of City or the City Attorney set forth in any provision of this Agreement are in addition to and do not in any way limit any other rights or remedies afforded to the City or the City Attorney by any other provision of this Agreement or by law. D. This Agreement sets forth the entire agreement of the parties, and supersedes any and all prior agreements, with respect to the Services. No amendment or modification of any provision of this Agreement (other than changes pursuant to Section 10) shall be valid unless set forth in a written amendment to this Agreement signed by both parties. E. The invalidity or unenforceability of any provision of this Agreement shall not affect the other provisions hereof, and this Agreement shall be construed in all respects as if such invalid or unenforceable provIsions were omitted. The headings of sections of this Agreement are for convenience or reference only and are not intended to restrict, affect or be of any weight in the interpretation or construction of the provisions of such sections. F. Attorney Fees: The prevailing party in any action shall be entitled to reasonable attorney fees and court costs. SECTION IX GENERAL TERMS AND CONDITIONS See attached "General Contract Terms and Conditions." This Agreement shall be interpreted, construed, and enforced in all respects in accordance with the laws of the State of Texas. ATTEST: CITY OF By By , City Secretary , Mayor CITY ATTORNEY: By , City Attorney GENERAL CONTRACT TERMS AND CONDITIONS These terms and conditions are hereby a part of the conditions agreed to by the City Attorney upon Offer. 1. Entire Contract: This Contract, including the exhibits and addenda attached hereto and forming a part hereof (if any), are all of the covenants, promises, agreements and conditions, between the parties. All such addenda and exhibits and attachments are incorporated herein by this reference, and shall be a part of this contract instrument. The Contract shall constitute the Contract. In the event there is discrepancy between any of the foregoing contract documents, the above order of documents governs so that the former prevails over the latter. This entire contract instrument, including all such attachments as incorporated by this reference, shall specify the working relationship between the City and the City Attorney, and specific obligations of both parties. 2. Complementary Provisions: All provisions of this Agreement are intended to be complementary, and any requirements mentioned by one and not mentioned in another section of this Agreement, shall nevertheless by performed, to the same extent as though required by all. 3. City Attorney Obligation: Except as otherwise specifically provided in this Agreement, City Attorney shall furnish all that may be required to provide the scope of work as described in the contract and incorporated documents, including any personnel, labor and supervision, technical, professional and other services, equipment and supplies. Details of the any supplies, equipment, or installation or same, that are necessary to carry out the intent of this Agreement, but that are not expressly stated, shall be perfumed or furnished by the City Attorney as part of the Contract, without any increase in the compensation otherwise payable under this Agreement. 4. Executory Agreement: This Contract will not be considered valid until signed by both parties. 5. Binding Effect: The provisions, covenants, and conditions in this Contract apply to bind the parties, their legal heirs, representatives, successors, and assigns. 6. Venue: The City Attorney shall not commence or prosecute any suit, proceeding or claim to enforce the provisions of this Agreement, to recover damages for breach or default in this Agreement, or otherwise arising under or by reason of this Agreement, other than in the courts of the State of Texas, Tarrant County or the District Court of the United States, Western Division, State of Texas. The City Attorney hereby irrevocably consents to the jurisdiction of the courts of the State of Texas with venue laid in Tarrant County and of the District Court of the United States, Western Division, State of Texas. 7. No Verbal Agreements: No verbal agreements or conversations between any officer, agent, associate or employee of the City and any officer, agency, employee or associate of the City Attorney prior to execution of this Contract shall affect or modify any of the terms or obligations contained in this Contract. Any such verbal agreements shall be considered unofficial information and in no way binding on either party. 8. No Gifts and Gratuities: Businesses must not offer, nor City employees accept, gifts, gratuities, loans, trips, favors, special discounts, services, or anything of economic value in conjunction with city business practices. The City Attorney, City Council and City employees must strictly adhere to the statutes and City Charter for ethics in contracting and purchasing. 9. No Conflict of Interest: The City Attorney confirms that he does not have a business interest or close family relationship with any City officer or employee who was, is, or will be involved in the City Attorney selection, negotiation, drafting, signing, administration or evaluation of the City Attorney's performance. Also, the City Attorney confirms adherence to the City policy regarding conflict of interest, State law and the City Charter. 10. Applicable Law: Except as hereinafter specifically provided, this Contract shall be governed by and construed according to the laws of the State of Texas. Any suit arising here from shall be brought in Tarrant County, which forum shall have sole and exclusive jurisdiction and venue. 11. Compliance with Law: General Requirements: The City Attorney, at its sole cost and expense, shall perform and comply with all applicable laws of the United States and the State of Texas; and all applicable laws, ordinances, rules, regulations, orders, and other requirements, in effect, of any governmental entity (including but not limited to such requirements as may be imposed upon the City and applicable to the Agreement). City Attorney shall furnish documents as may be required to effect or evidence such compliance. All laws, ordinances, rules or orders required to be incorporated in agreements of this character are incorporated in this Agreement by this reference. Licenses, Permits and Similar Authorization: The City Attorney, at no expense to the City, shall secure and maintain in full force and effect during the term of this Contract, all required licenses, permits, and similar legal authorizations, and comply with all requirements thereof. 12. Relationship between City and City Attorney: City Attorney shall be at all times an independent City Attorney and not an agent or representative of the City with regard to performance of this Agreement. City Attorney shall not represent that it is, or hold itself out as, an agent or representative of the City. In no event shall City Attorney be authorized to enter into any agreement or undertaking for or on behalf of the City. 13. Restrictions on Assignment, Subcontracting, Delegation: City Attorney may not (by contract, operation of law, or otherwise) delegate or subcontract or assign performance of the Contract to any other person or entity without the prior written consent of the City. Any such delegation or subcontracting without the City's prior written consent shall be voidable at the City's option. Approval of such assignment shall not be unreasonably withheld. No delegation or subcontracting of performance, with or without the City's prior written consent, shall relieve City Attorney of responsibility to perform the services in accordance with this Agreement. City Attorney shall be fully responsible for the performance, acts and omissions of City Attorney's employees, and any other person who performs or furnishes any services. 14. Performance and Execution: City Attorney shall perform the services provided in the Contract in a timely manner and in accordance with the standards of the profession. At the time of performance, City Attorney shall be properly licensed, equipped, organized and financed to perform the Scope of Work in accordance with this Agreement. Subject to compliance with the requirements of this Agreement, City Attorney shall perform the Services in accordance with its own methods. 15. Errors and Omission Correction: The City Attorney shall be responsible for the professional quality, technical accuracy and the coordination of all designs, drawings, specifications, and other services furnished by or on behalf of the City Attorney under this Contract. The City Attorney, without additional compensation, shall correct or revise any errors or deficiencies in the designs, drawing, specifications and/or City Attorney services immediately upon notification by the City. The indemnification provided for in this Article with respect to any acts or omissions during the term of this Contract shall survive any termination or expiration of this Contract. 16. Precautions Against Bodily Injury or Property Damage: City Attorney shall take all reasonable precautions to protect against any bodily injury (including death) or property damages that may occur in connection with this Agreement. 17. Amendments or Change Order: No modification or amendment of the provisions hereof shall be effective unless in writing and signed by authorized representatives of the parties hereto. The parties hereto expressly reserve the right to modify this Contract, from time to time, by mutual agreement. 18. Extra Work: The City may desire to have the City Attorney provide additional units and/or perform work or render services in connection with this Contract other than that expressly provided for in the "Scope of Work." This will be considered extra work, supplemental to this Contract and shall not proceed unless authorized by an amendment. Any costs incurred due to the performance of extra work prior to execution of an amendment will not be reimbursed under this Contract or any amendment. 19. Acceptance of Award: If any purchase by the City is accepted, or the awarded vendor otherwise begins work, the winning vendor is deemed to have agreed to all these Terms and Conditions, Contracts, ITB or RFP, Specifications, and all other related documents. If such work is accepted by the awarded vendor prior to the City receiving a signed contract, the City shall still regard the contract terms and related documents to be in force. 20. Licenses, Permits, And Taxes: The City Attorney shall procure all permits and licenses, pay all charges, fees and taxes, and give all notices necessary and incidental to the due and lawful prosecution of the work. 21. Pricing: Prices shall remain firm as stated in the bid offer for the duration of the Contract, including all extensions. Changes to pricing in service contracts will be in accordance to conditions stated in the Contract. 22. Assignment: Neither party to a Contract may assign any portion of the Agreement without the prior consent of the other party. 23. Force Majeure: Except for payment of sums due, neither party shall be liable to the other or deemed in default under this contract, if and to the extent that such party's performance of this contract is prevented by reason or force majeure, as determined by the City. The term "force majeure" means an occurrence beyond the control of the affected party and not avoidable by reasonable diligence. Force majeure includes acts of God, war, riots, strikes, fire, floods, epidemics, or other similar occurrences. If either party is delayed by force majeure, said party shall provide written notification to the other within 48 hours. Delays shall cease as soon as practicable and written notification of same provided. The time of contract completion may be extended by contract modification, for a period of time equal to that delay caused under this condition. The City reserves the right to cancel the contract and/or purchase materials, equipment or services from the best available source during the time of force majeure, and City Attorney shall have no recourse against the City. 24. Indemnification: To the maximum extent permitted by law, the City Attorney shall be liable for and shall hold the City harmless from all damages and injuries caused to persons or property arising out of the performance of this Contract. The City Attorney agrees to assume the defense of the City and its officers and employees in all legal proceedings or claims with third parties connected with the City Attorney's performance under this Contract, to pay all expenses, including reasonable attorney's fees, incurred by the City directly or indirectly on account of such legal proceedings, and to satisfy any judgment rendered in connection therewith or to payor reimburse the payment of any sums reasonable to settle such proceedings or claims. 25. Personal Liability: It is agreed by and between the parties hereto that in no event shall any official, officer, employee, or agent of the City be in any way liable or responsible for any covenant or agreement herein contained whether express or implied, nor for any statement of representation made herein or in any connection with this agreement. 26. Laws: The City Attorney shall comply with all applicable federal, state and local laws, rules, and regulations affecting its performance and hold the City harmless against any claims arising from the violation thereof. No extension of time or additional payment will be made for loss of time or disruption of work caused by any actions against the City Attorney for any of the above reasons. 27. Payments: The City Attorney shall be paid, upon submission of proper invoices, prices stipulated herein for supplies or services that are delivered and accepted (less deductions, if any), as herein provided. Unless otherwise specified, payment will be made on partial deliveries accepted by the City when the amount due on such deliveries so warrants; or if requested by the City Attorney. Payment for partial deliveries shall only be made upon receipt of an accurate and adjusted invoice, or a certified receiving report, and/or final installed acceptance. 28. Nondiscrimination: In all hiring or employment made possible or resulting from this Agreement, there shall be no unlawful discrimination against any employee or applicant for employment because of sex, age, race, color, creed, national origin, marital status or the presence of any sensory, mental, or physical handicap, unless based upon a bona fide occupational qualification. This requirement shall apply to but not be limited to the following: employment, advertising, layoff or termination, rates, payor other forms of compensation, and selection for training, including apprenticeship. No person shall be denied or subjected to discrimination in receipt of the benefit of any services or activities made possible by or resulting from this Agreement on the grounds of sex, race, color, creed, national origin, age except minimum age and retirement provisions, marital status, or in the presence of any sensory, mental or physical handicap. 29. Hold Harmless: The City Attorney shall hold the City and its officers, agents and employees harmless from all costs, claims or liabilities of any nature including attorneys; fees, costs and expenses for or on account of injuries or damages sustained by any persons or property resulting from the negligent activities or omissions of the City Attorney, its agents or employees pursuant to the Agreement, or on account of any unpaid wages or other remuneration for services; and if a suit as described above be filed, the City Attorney shall appear and defend the same at its own cost and expense, and if judgment be rendered or settlement made requiring payment by the City, the City Attorney shall pay the same. 30. Ownership Of Documents: All documents, data, drawings, specifications, software applications and other products or materials produced by the City Attorney in connection with this Agreement shall be the property of the City whether the project for which they are made is executed or not. All such documents, products and materials shall be forwarded to the City at its request and may be used by the City as it sees fit. The City agrees that if the documents, products and materials prepared by the City Attorney are used for purposes other than those intended by the Agreement, the City does so at its sole risk and agrees to hold the City Attorney harmless for such use. All services performed under this Agreement will be conducted solely for the benefit of the City and will not be used for any other purpose without written consent of the City. Any information relating to the services will not be released without the written permission of the City. The City Attorney shall preserve, subject to State and Federal law, the confidentiality of all City documents and data accessed for use in City Attorney's work product. 31. Emergency Work: The City Attorney will be available for emergency work performed on Saturdays, Sundays or legal holidays. 32. Guarantee: The City Attorney hereby guarantees that all of the work, materials or equipment furnished by him/her under this agreement will fully meet all requirements for quality of workmanship, materials, strength and any and all other requirements of the specifications. 33. Americans with Disabilities Act: the City Attorney shall comply with all applicable provisions of the Americans with Disabilities Act of 1990 (ADA) in performing its obligations under this Contract. In particular, if the City Attorney is providing services, programs or activities to City employees or members of the public as part of this Contract, the City Attorney shall not deny participation or the benefits of such services, programs or activities to people with disabilities on the basis of such disability. Failure to comply with the provisions of the ADA shall be a material breach of, and grounds for the immediate termination of, this Contract. 34. Termination: For Cause: Either party may terminate this Contract in the event the other fails to perform its obligations as described in this Contract, and such failure has not been corrected to the reasonable satisfaction of the other in a timely manner after notice of breach has been provided to such other party. Reasons Beyond Control of Parties: Either party may terminate this Contract without recourse by the other where performance is rendered impossible or impracticable for reasons beyond such party's reasonable control such as but not limited to acts of nature, war or warlike operations, civil commotion, riot, labor dispute including strike, walkout, or lockout, sabotage, or superior governmental regulation or control. For Public Convenience: The City may terminate this Contract in whole or in part without notice whenever the City determines that such termination is in the best interests of the public or for lack of continuing appropriations. Notice: Notice of termination pursuant to these sections above, hereof shall be given by the party terminating this Contract to the other not less than five (5) working days prior to the effective day of termination, Provided, in the event of emergency, termination may become effective without notice. Termination by the Contract party for reasons of convenience to the contracting party will require 120-day advance written notice to the City. 35. Opportunity to Cure Default: In the event that City Attorney fails to perform a contractual requirement or materially breaches any term or condition, the City may issue a written or oral notice of default and provide a period of time in which City Attorney shall have the opportunity to cure. Time allowed for cure shall not diminish or eliminate City Attorney's liability for liquidated or other damages. The City is not required to allow the City Attorney to cure defects if the opportunity for cure is not feasible as determined solely by the City. The City may terminate the contract for nonperformance, breach or default without allowing the opportunity to cure by the City Attorney. 36. Remedies for Cure of Default: If the nonperformance, breach or default remains after City Attorney has been provided the opportunity to cure, the City may do one or more of the following: (1) exercise any remedy provided by law; (2) terminate this contract and any related contracts or portions thereof; (3) impose liquidated damages; (4) suspend City Att<?rney from receiving future invitations to bid. The City of may procure the articles or services from other sources and hold the Bidder responsible for any excess and expense occasioned thereby, including delay in time, whether foreseeable or unforeseeable. SCOPE OF WORK 1. Provides legal advice, counsel, services, training, consultation, and opinions to the Mayor, City Council, Boards and commissions, and all levels of the City government, on a wide variety of civil assignments, including but not limited to land use planning, laws against discrimination, construction of public works, condemnation, purchasing and procurement, leasing, purchase and sale of property, employment legal matters, public disclosure issues, and tort law. The City Attorney's advice includes methods to avoid civil litigation. 2. Furnishes legal representation at all City Council business meetings, and at other meetings when requested. 3. Appears before courts and administrative agencies to represent the City's interests. 4. Prepares and reviews ordinances and resolutions, contracts and other documents for legal correctness and acceptability. 5. Works cooperatively with the municipal prosecutor and special legal counsel retained by the City for special projects. 6. Coordinates with other special counsel, as needed, to assure proper management of legal issues, and proper coordination and transition of legal issues among special counsel 7. Assists City officials and employees to maintain awareness of ethical standards and appearance of fairness standards, and to avoid potential conflicts of interest, prohibited transactions and the appearance of prohibited transactions. 8. Assists officials and employees to understand the legal roles and duties of their respective offices and interrelationships with others. 9. Provides the Mayor and Council with guidance as to Robert's Rules of Orders and related procedural matters relating to Council meetings. 10. Prepares legal opinions at the request of the City or the Council. 11. Provides the Mayor, Council, and administration a legal perspective and advice on various governmental issues. 12. Performs other legal services and tasks, as assigned by the Mayor. 13. Attend all regular City Council, Planning and Zoning Commission and Zoning Board of Adjustment meetings. 14. The City Attorney must be available by phone, cell phone, fax and e-mail. Timeliness of response and accessibility to the City Attorney is an important aspect of the service. Accessibility includes the ability to be generally available to attend meetings in person on short notice and the ability to be reached promptly by telephone. The City does not offer space for offices in a City location. The City Attorney will: · Provide legal advice, counsel, services, training, consultation, and opinions to the City Council, Boards and Commissions, and all levels of the City government, on a wide variety of civil assignments, including but not limited to land use planning, laws against discrimination, economic development, police enforcement, construction of public works, condemnation, purchasing and procurement, leasing, purchase and sale of property, employment legal matters, public disclosure issues, and tort law. The City Attorney's advice includes methods to avoid civil litigation and preventive legal advice to reduce losses from claims and lawsuits. · Furnish legal representation at City Council (1st & 3rd Tuesday of each month), Planning and Zoning Commission (2nd & 4th Monday of each month), and Zoning Board of Adjustment (as scheduled) and other meetings or attend meetings of other City boards as requested by the City Council or City Manager. · Be the legal advisor to the City Council, Boards and Commissions, and the City Manager with respect to any legal matter pertaining to the affairs of the City. · Upon the City Attorney's own initiative or upon the direction of the City Council or City Manager to appear in any and all litigation affecting the City and to represent the City in such manner as the City Attorney deems to be to the best interest of the City, and to institute, with City Council approval, such legal proceedings as may be necessary or desirable on behalf of the City. Obligations of this service will be in concert with those cases where City insurance companies are required to provide defense, or where the City Council chooses to retain specialized or other legal services. In such cases, the City Attorney will work cooperatively with the appropriate law firm as needed. · Prepare and review contracts, inter-local cooperation agreements, ordinances and resolutions, and other documents for legal correctness and acceptability. · Review contracts, bonds, deeds, securities and insurance requirements required by or for City contracts or activities. · The City Attorney shall, among other items: a) provide legal advice relating to Open Meetings Act and the Public Information Act; b) provide legal advice relating to elections and ethics; c) serve as legal advisor for the police and fire departments; d) provide legal advice regarding land use, zoning, planning, platting and code enforcement; e) provide legal advice regarding human resource and employment matters; f) provide legal advice regarding economic development matters and eminent domain; g) provide legal advice regarding financial matters, procurement and public works and capital projects; h) provide litigation services as needed; and, i) Provide Municipal court prosecution each Thursday as needed including the preparation of municipal court complaints, jury charges and other forms. · Coordinate with other special counsel, as needed, to assure proper management of legal issues, and proper coordination and transition of legal issues among special counsel. Service will include the supervision of legal services performed for the City by retained counsel. _. · Assist City officials and employees to maintain awareness of ethical standards and appearance of fairness of standards and to avoid potential conflicts of interests, prohibited transactions and the appearance of prohibited transactions. · Assist officials and employees to understand the legal roles and duties of their respective offices and interrelationships with others. · Provide the Mayor and Councilmembers with guidance as to Robert's Rules of Orders and related procedural matters relating to City Council meetings. · Prepare legal opinions at the request of the City Councilor the City Manager. · Provide the City Council and City Manager a legal perspective and advice on various governmental issues of State, Federal and local laws and make recommendations for compliance and enforcements. · Perform other legal services and tasks as assigned by the City Council or City Manager. @mru ln~iry 117799 USING YOUR MUNICIPAL ATTORNEY MORE EFFECTIVELY What role does the municipal at- torney play in your municipality? Is the attorney contacted on a regular basis and kept apprised of what's going on in the community, or is the municipal attorney only contacted when there's a crisis? The municipal attorney can play a valuable role in helping a mu- nicipality carry out its responsibilities and accomplish its objectives in a law- ful manner. This legal comment ex- plains what the municipal attorney does and offers sonie tips for using the municipal attorney more effectively. What OoesThe Municipal Attorney Do? .- Missouri law does not specify the tlonsibilities of the municipal attor- ney in any great detail. With so little statutory guidance there are, under- standably, wide variations in the way in which communities use their mu- nicipal attorney. Although the job of the municipal attorney varies depend- ing on the size of the municipality and the complexity of the issues it faces and the services it provides, here are some I things municipal attorneys or special counsel (e.g., labor counselor bond counsel) typically do for municipalities: · Give legal advice and opinions to the governing body and other boards, commissions and departments. ) · Draft resolutions, ordinances, deeds, contracts and other legal docu- ments to which the municipality is a party. · Represent the municipality's interests in legal proceedings. · Attend governing body meet- ings and meetings of other boards and commissions when requested. · Review governing body agen- to identify potential legal problems. l ,,,.......... MU....PALREV'EW I ."",",BER "'" by Claire Silverman · Develop forms, policies and procedures to standardize government operations and ensure the municipal- ity is proceeding lawfully. · Ensure that bodies acting in a quasi-judicial capacity do so in a mean- ingful way that ensures due process and develops an adequate evidentiary record. · Represent the municipality in labor negotiations. · Advise the municipality re- garding financial matters. · Assist in matters relating to land acquisition and development. · Prosecute cases involving or- dinance violations. · Assist in ordinance codifica- tion. Tips For UsingYourAttorney More Effectively The following list is not intended to be exhaustive but, rather, is a start- ing point for using your municipal at- torney effectively. ~ Remember that you and the mu- nic al attorney are on the same team. Th municipal attorney should not be viewed as an obstructionist. It is the municipal attorney's job to protect the municipality by identifying potential legal problems and to assist the mu- nicipality so it exercises its powers in a lawful manner. If you have specific goals, clearly communicate those goals to the attorney. It may be the goal it- self is unlawful. In that case, it is bet- ter to know in advance in order to pro- tect the municipality from liability. However, most often the end goal is legitimate, and there are a variety of ways to achieve the desired result. The means of achieving the goal are less important than reaching the desired result, but using the wrong means can have significant legal consequences. Consult with the municipal attorney and allow the attorney to identify the various legal ways to achieve the de- sired result and the benefits and pit- falls of taking a particular route. Be open to the attorney's suggestions. 2 Remember who the client is. cipal officials should bear in .mind he municipal attorney's client is the municipality, acting through its governing body, and not the individual officers or employees. Because the mu- nicipality is the client and it often is unclear who can speak or act on be- half of the municipality, it can be help- ful for both the attorney and munici- pal officials if the governing body de- velops clear guidelines regarding who can contact the municipal attorney and under what circumstances it is appro- priate to do so. Individual officers and employees must understand that they themselves are not the attorney's cli- ent, and the municipal attorney may not be able to keep confidential every- thing told to the attorney. Moreover, officials and employees should not at- tempt or expect to persuade the mu- nicipal attorney to act in a manner in- consistent with the attorney's obliga- tion to the client, the municipality. 5 Involve your municipal attorney e When a municipality does not in-house counsel, local officials are sometimes reluctant to call the municipal attorney because it costs money. Although the cost of legal ser- vices is a valid concern and it's unnec- essary to call the municipal attorney for every little thing, the best advice is don't be penny-wise and pound-fool- ish. There are many times when an early request for legal assistance can save money and unnecessary head- aches down the road. Consult the municipal attorney whenever the municipality or its offic- ers and employees are the subject of or receive legal documents such as complaints or subpoenas. Legal advice also is warranted whenever munici- palities must follow specific statutory procedures in order to exercise certain powers - e.g., annexation of property, creating tax increment finance dis- tricts, imposing special assessments and impact fees, razing of buildings, zoning and platting matters, revocation of licenses. It's also wise to consult the attorney when failure to take adequate steps to protect the municipality can result in significant expense for the municipality. For example, in matters relating to development, failure to se- cure the necessary protections can leave a municipality responsible for making substantial and expensive im- provements, completing unfinished work or redoing shoddy work. Finally, it's also a good idea to seek legal advice whenever the municipal- ity will be bound by contracts or other negotiations. With regard to significant contracts or negotiations, it's impor- tant to involve the attorney early, be- fore all the details have been worked out. Once a deal is ready to be con- cluded, it gains a momentum of its own and it is very difficult for an attorney who is brought in toward the end of the deal to have meaningful input. Furthermore, when an attorney is bro.ught in late and then spots a num- ber of legal issues and potential prob- lems, it is much more expensive to address the problems and remedy them. Moreover, if the potential prob- lems are not addressed and later be- come actual problems or lead to litiga- tion, legal assistance becomes truly expensive. 4!repare before speaking or m with your municipal attorney. Jus s a good lawyer should prepare to meet with a client, a client can and should spend time preparing to meet ,- with an attorney. Doing your home- work before meeting with the attor- ney will give the municipality the best value for the money it spends on legal services. The attorney often comes into a situation knowing very little about it. Take time, before meeting with the attorney, to identify and document the pertinent facts, and to identify what you think the important issues and con- cerns are. Understand what the municipality's objectives are and be prepared to explain them to the attor- ney. a Be very clear regarding expec- io s. Have a clear idea regarding portance of the matter and con- vey those expectations to the attorney. Think about the role you expect the municipal attorney to play. Should the attorney write a formal opinion letter laying out the relevant facts and ex- plaining the various options? Should the attorney draft certain legal docu- ments? Is the matter a minor one where the attorney is being used pri- marily as a sounding board? Make sure DELIVERING THE PROMISE Families depend on you to deliver unspoken promises - efficient streets, functional sewers, clean water and community facilities they can be proud of. Our engineers understand the complexities of funding and regulatory compliance. They can communicate the benefits of a project to your public. They stand with you to deliver the promise. I! 1'~1.2..' .... Bartlett & West .... Engineers.lnc. St. Joseph . Jefferson City 888,200.6464 . v.ww.bartwest,com MISSOURI MUNICIPAL REVIEW f SEPTEMBER 20011 13 .Jo.b.e attorney understands the priority ;he matter - low, intermediate or ...gh - and that you explain the municipality's time frame regarding the matter and when the answer or work product is needed. 6Plan ahead for legal services. . he attorney adequate time to r ch issues and answer questions. Don't demand an immediate response from the municipal attorney at a meet- ing. Municipal law is not a compact, well-defined body of law. Rather, mu- nicipal law includes a vast number of areas such as annexation, contracts, employment law, powers of govern- mental bodies, platting, zoning, open meeting and public record laws and public utilities (just to mention a few). Provisions relating to municipal law are complex and are sprinkled through- out the statutes, both federal and state and in administrative regulations. On top of that, there often is case law where the courts have interpreted these provisions. The municipal attor- ney should not be expected to have all the various provisions memorized or ,- ~hoot from the hip. ~provide the attorney with the nee sary resources to do the job re- qu ted or clearly limit the scope of the job. Don't ask your attorney to do a quick review of complex documents or just "look things over." If a review is to be meaningful, it is necessary to allow the attorney to take the time and measures necessary to do the job. The municipal attorney can commit mal- practice by doing an inadequate job. Therefore, it is only fair to give the attorney some express indication if the attorney's review is intended to be lim- ited in its scope. aBe candid with your municipal y. Disclose all the pertinent and don't be selective. Although being selective in what you tell the municipal attorney may get you the answer you want, it may have signifi- cant consequences for the municipal- ity later. With careful thought and plan- ning, a good attorney can deal with bad facts. However, it is very difficult for an attorney to deal with damaging facts when the attorney is blindsided later in the process. In all likelihood, dam- aging or. unfavorable facts eventually will be revealed, so be candid with your municipal attorney and make sure the attorney is aware of all relevant facts so he or she can figure out how they weigh in the equation and deal with them accordingly. Looking for a sophisticated & easy to use software solution? The Summit Accounting System is a fully-featured suite of software products designed to meet all the data processing needs of a municipality. Allow us the opportunity to demonstrate our superior product to you. . Utility Billing . Bank Reconciliation . Payroll . Receipts Management · Accounts Payable . Cemetery Management · General Ledger . Meter Reader Interface · Fixed Assets . Accounts Receivable · Special Assessments · Purchase Orders · Inventory Control . Work Orders .(~. Data Technologies, Inc. 14225 Dayton Circle Suite 4 Toll Free 888-299-8149 Omaha,NE68137 www.dtisummit.com 14/ MISSOURI MUNICIPAL REVIEW I SEPTEMBER 2001 aunderstand that your munici- p rney cannot always give a con- cr nswer. Contrary to popular opin- ion, attorneys do not like to waffle. Attorneys like to be able to advise their clients with certainty, but quite often, the law does not provide a clear-cut answer to a legal question. Although your municipal attorney should be able to analyze the law in a given area and make an educated prediction regard- ing the likely outcome, there are times when the attorney will not feel com- fortable making a prediction because it is too close for the attorney to call. In those situations, it is reasonable for the attorney to explain the relevant law and why the question is too close to call. The attorney also should ex- plain the consequences given several different outcomes. ~Bmember.that lawyers are le- g dvi rs, not policy makers. The . I attorney is a legal advisor, and it is the attorney's job to help the municipality see what the options are and what the benefits and disadvan- tages might be of proceeding in a given way. The municipal attorney should not be pulled into politics and should be allowed to maintain independence and objectivity so that the attorney can give the correct legal answer rather than the desired legal answer. Once the leg- islative body has decided which way to proceed, the municipal attorney then can implement the plan and make sure the municipality carries out its pow- ers lawfully. j Conclusion The municipal attorney is a valu- able part of any municipal team and, when used effectively, can do a lot to help the municipality carry out its re- sponsibilities and lawfully achieve its goals while at the same time protect- ing the municipality and its officers and employees from significant liability.O This article was reprinted from the April 2001 issue of The Municipality. a publication of The League of Wisconsin Municipalities. Claire Silverman serves as legal counsel for the League of Wisconsin Municipalities. Get a Lawyer altered and reprinted/rom the Maine Tov.nsman courtesy o/the Maine Municipal Association by Jo Josephson. Maine Municipal Association This article is based on research conducted in the state of Alaine. The information is pertinent to the cities of Idahn. YOU arc about 10 negotiate a franchise agreement with a cable TV company. You've drafted an ordinance instituting a curfew on minors; on regulating bed and breakfast establishments; on the spreading of sludge in your town. You plan on firing an employee. You are being sued by a former employee. Your biggest taxpayer is seeking a tax abatement. It's time to call your attorney. But what iflhc local i. .,.. T I ;~ - . f" .",:.! i '. ',,' r \. ; .',,;:: .'.1)'.... I {I '-+ (},'. ! . ) J . L attorne~' you relied on for years is retiring. Oryou suspect the case is beyond hisor her general practice. Or the large firm Ihat has handled your work for years isn't as acces- sible as you would like. What then? Is it time to shop around for a new attorney/firm? Or is it time to start thinking about establishing your own in-house legal department? This article looks brieny at the different kinds of arrangements municipalities in the state of Maine have in order to meet their legal needs. It looks at a number of issues one should consider when shopping around. 11 makes a case for in-house attorneys. It looks at the issues of cost and the importance of practicing "preventive law" in keeping costs down. OPTION J: LEASING All municipalities contacted for this article reported engaging in the practice of "leasing" attorneys, even those which had their own in-house, full-time legal departments. Those without their own in-house counsel regularly use the services of attorneys associated with large and small firms. Generally, but not always, the small firms provide general counsel for non-specialized, non-liti- gious work; the larger firms provide special counsel in 4 cases where in-house attorneys or local attorneys have conflict of interests or in cases that require special exper- tise. A good example of the typical mix is the City of Wilton, population 5,000. When it recently came to searching the title of land it was purchasing for its new water treatment plant, Wilton turned to its local" general practitioner". Their fees were 60 percent ofUlat charged by the large Portland based firm it retained for the specialized work of negotiating the renewal of its cable TV franchise and the labor contacts of its police depart- ment and highway crews. Ad\'anta~e: "Depth of Resources" Who you hire depends on what you need. As Lee Bragg. a fornler attorney with Maine Municipal Associa- tion (MMA) legal department. currently on the staffoftl1e 60-membcr Portland law firm ofSernstein. Shur, Sawyer and Nelson sees it, the practice of llIunicipallaw is very broad. Whilca lotofthe legal work he docs is lruly uniquc to municipalities (cable TV, public sector financing and law and code enforcement), a 101 (contacts, real eslate disputes, environmental and licensing needs) is no\. "It's impossible for one attorney to be well-versed in all areas of municipal law, " says Bragg. As Bragg sees it. large law firms have a "depth of resources" a client may draw upon. "That depth," says Oragg, "is critical for the client. " Bragg says that towns hire him specifically, not his firm. But they have access to the rest of his firm. While he docs the majority of the work, he finds it to his client's advantage to involve someone else from his firm with more experience in an area about 20 perccnt ofthe timc. Conflict of Interest Special expertise aside, avoiding conflict ofinterest is another reason municipalities often turn from tllcir own legal department or a local firm to larger out-of-town firms. In-house stafToftcn have thcirfingers in many pies, drafting the ordi nance that is subject to an appeal process. Local firms arc often caught in the web of local interests and developers. "Generally, it's easier to solve legal problems if you are not closely associated with the town. Be it politics or the indcpendent perspective or the diminished risk of conflict, local officials appreciate the disassociation asso- ciated with larger out-of town firms," says Bragg. But he warns that in a small state; it doesn't matter who you hire; there can always be a conflict. Cost of Leasing Bragg says how much a firm charges is "largely irrelevant." Clients always ask: .. What is the hourly rate?" What they should be asking is "Can you do high IDAHO CITIES quality work efficiently and economically?" "If you are concerned about cost, look not al the hourly rate, bul at the total cost. Equally important to ask is what arc you getting for that total cost," says Bragg. Attorney Karen Lovell, who works for the firm of Smith, Elliott, Smith, and Ganney with offices through- out Maine employing 14 attorneys. agrees with Bragg. "Both the quality of service and tllC hourly rate should be considered," says Lovell. "Municipalities should know they arc valuable c1i- cnts in this economy because they gcnerally pay their legal bills in a very timely fashion. This puts them in a favorable bargaining position when secking legal rcpre- scntation. says LovclL As such, Lovcll says hcr finn tries to bc competitive b~' reducing all hourly ralcs (exccptthat charged by litigation) by 25 percent whcn it comes to municipal work. Private allOrne)s interviewed for this article noted ratcs ranging froIll $50 an hour for the serviccs of paralegal stalTto $95 an hour forthe work ofan associate member to as high as $150 an hour for senior partners. Smaller firms which gcnerally. but not always. charge lcss than larger firms, appear to be more flexible in the fees thcy charge. The city of Kiucry's atlorncy. Duncan McAckeran, who works for a l2-Olcmbcr firm whose main officc is in Portsmouth. New Hampshire, has been Kiuery's attorney for 20 ycars, working out ofthc firm's local office in Kiucr:>'. Because of his longc\'ity with the town and because he Iivcs in the community, McAckeran s.'l)'s he tries to temper his work with the town's legal budgct" and "changcs his fees depending on what he is working on." His top ralc IS $100 an hour whcn he is doing court work for the (own. Hc does not charge Lhat ratc silting through a six-hour council meeting. he sa)s. According to Phil McCarthy. Killery town manager. not only docs McAckeran h;I\C the hisIOr:>., he "cares about the timc" (spent onlhc work). OPTION II: OWNING Ad,'antage: "Prc\'cnti\'c Law" Whereas at torncys associatcd with large private firms tout their "dcpth of resources". and attorneys in small local firms note their longcvity of service and sensiti....ity to local budgets, the in-house municipal attorneys point to their cost-sa....ing practice of "prcyemi\.c law". Be- cause they are c\w-prcsent. they saythcy arc able to avoid legal costs by 3\'oiding legal problems in the first place. By prevcnti....e law, the city of Bangor's Eric Stumpfel says he means' 'preventing things from happening." in other words, doing it right. espeCIally whcn it comes to firings. Making surc the facts in a termination constitute just cause. making surc someone's ci\'il rights are not ..OVEMBEIt being trampled upon. As Rockland's City Attorney Carol Maines sees it, wherc a department head would be reluctant to call upon the services of outside counsel because of the ticking clock, they would not hesitate to contact the town's staff attorney. "That ten-minute conversation saves a lot of money in the long-run, " says Maines. Portland's Wood notcs that thc city's Icgal advisers to the city's 150-member police department arc "worth their wcight in gold". "Liability costs there have been reduced to about $25,000 a year becausc the city has been ablc. through wise counsel, to avoid successful litigation claims, " rcports Wood. Maincs also points out that her prevcntive law prac- tice for the CIty somctimes can backfire. "When wc are not being sucd left and nght, when things are going smoothly, the council begins to wonder just what she does, forgclling that her role is to deter such law suits." Maines goes a step further and says she not only practices "preventive" law but "restraining law" as well. She believes her very presence discourages frivo- lous and other lawsuits against the town, "Towns without their own aUorneys are often inclined to scttle under the very thrcat of an expensive law suit," she says, but because hcr prcsence engenders her with "bluff calling ability", shccan often act to put somcone on hold. The practice of prc\Clllive law is not unique to the rnunicipallegal dcp:lrtmcnts. Ed Bearor. a fornler town managcr of Newport, who is now with tile Bangor firm of Rudman and Winchell, has lluniquc approach to provid- ing his clients with the tools thcy need to practicc prC\.en- live law. He conducts training workshops for his clicnt's planning boards. uSing MMA's Il<mdhook JOt' Local J>lm1l1illg Boardl.. ..1 L<'gall)a.'peclll't' as a basic text. ., Five hours oftraining are well \\orlh onc cxpensive lawsuit." says Bearor. Cost of Ownin~ While salarics are imponant, they are not the only costs whcn considering establishing an in-house legal department. There are the lawbooks and other publica- tions nccessary to a well run officc, not to mention the cost of staff support and overhead. That Sc1id. a quick look at thc salaries of a selected few in-house offices follows: Bangor's Stumpfel is paid $-l5,{){)() a year. plus benefits: his associate earns $37.000 a year; (he sccrcta~. earns $2&,ouU a year. Stumpfcl figures that the legal departmcnt' s average cost per hour is about $50. The departmcnt's budget. exclusive of outsidc counsel. is about $165,uoo a year. As Stumpfcl sees it. "with an in-house legal stalT. you get more hours for the money" Portland's Wood. who is paid $54,000 a year, ligurcs CUflllIlIled on back cover ~ Reinventing Government is a term taken from the book co-authored by Ted A. Gaebler. Mr. Gaebler was tlle featured speaker at a workshop hosted by the Associated Taxpayers of Idaho this montl!. Idaho cities join the Associated Taxpayers in their respect for Mr. Gaebler's ideas about efficient government. Cities have success- fully maximiled their limited resources by practicing entrepreneurial govenmlent. Cities hope to build upon this effort by continuing to allow the power of the free market to work in the interest oflocal government and the provision of services requested by local residents. In seeking improvements in local government sen'ice delivery, the Association has adopted as its central effort the guiding principle of Public - Private Partnerships. AlC will continue to foster the Public Enterprise ap- proach to strengthen the service mission of local govern- ment. We will assist our membership to think differently, to accept new roles, and to create new structures for customer service. The cities will seck partners who arc customer-oriented, market- oriented, profit-oriented, who use a business plan as a road map. To accomplish this cities will need the increased involvemelll of the business communit)' in the design and operation oflocaJ government. To accomplish this increased involvement, three initiatives are pro- posed : 1. Change Ule overly-restrictive conflict of interest clause in the "Ethics in Government Act" which, according to the Attorney General's office. absolutely prohibits a local government from contracting for services Witll an)' business whose employees arc cit)' council members. 2. Allow cities the option of using the same bid security requirements which are currcntly available to Slate government. 3. Support the amendment of Article VI I Section) of the ldahoConstituLion, reducing the super majority of 66 2/3 percent required to pass general obligation bonds to 55 percent. This third proposal, to reduce the super majority require- ments, supplements the results of Ales proposal to reduce cities' reliance on property ta.\: by I percent each year for 10 years. Property taxes are currently spent for on-going cil)' operation and maintcnance (0 & M). AIC proposcs that 6 0& M be funded through sales tax, income tax, and fees, rather than through property taxes. Voters who feel strongly about the provision of capital improvements could then pass general obligation bonds. Short-term spending on 0 & M can be replaced by long-teml spending on infrastructure. Here's an example of how this might work: If 100 percent of the annual property tax reduction ($3.4 million) from the Proposed Revenue System of Idaho cities were to be approved by Idaho voters in Gencral Obligation Bonds, $34 million of infrastructure could be built (at today's interest rate of 5.5 percent for 20 years). $100,000.00 per year for 20 years would retire $1.2 million infrastlucture improvements. Over the ncxt 10 ycars, $340 million of capital needs could be built. O PRIORITY NUMBER FOUR - HOUSEKEEPING ITEMS We conclude AlC's four pan legislative package with some housekeeping items. Efforts as complex as state and local governments can expect to benefit from periodic adjustments to promote efficiency. The follo\\1ng minor changes to existing Idaho code wiJI promote better use of existing resources. The state-wide association of city clerks and finance officers. those who work daily in the front line of city service delivery, recommended three of the following four changes: I. Clarify the dIstribution of property taxes between cities and COllllly highway districts. Clarify the metllOd for distribution ofthe highway taxes between the cities and counties. 2. Modi~y PERSJ's definition of "seasonal cmploy- ees" from tIle current five months to eight months before retirement system contributions are required. 3. Alter worker compensmion coverage costs for individuals required to participate in work-release or communit)' sm'icc. The judicial system should specify that the workers compensation coverage is paid for from fines, mther than from cities funds. 4. Amend the Public Records Act, allowing cities to charge the same ratc as counties for copies of docu- ments: $1.00 per page. The current rate is S.04 per page, which does not accurately reflect costs. . IDAHO CITIES December 17, 2004 The City of Colleyville, Texas is currently soliciting sealed proposals for general legal services and municipal court prosecution services to be provided by the City Attorney. The City desires quality cost efficient legal services that are progressive, proactive and designed to avoid litigation. Interested law firms and/or individual attorneys should submit a proposal for consideration to the City Secretary by 2:00 p.m., January 13, 2005. Included with this letter is instructions on submitting a proposal and information about the City. Also provided is a general review of the role for the City Attorney. The City Attorney is directly accountable to the City Council and provides legal advice to it and the various Boards, Commissions and Corporations and all City Departments re- garding municipal issues. Service includes drafting ordinances and contracts prior to consideration by the City Council to ensure compliance with State, Federal and local laws. The City Attorney is also responsible for adjusting claims, initiating and defending lawsuits, and prosecuting cases filed in Municipal Court and making recommendations pertaining to risk management. All proposals will be reviewed by the City Council. Individuals or law firms submitting a proposal shall be available for a brief interview with the City Council scheduled for January 18, 2005 starting at 5:30 p.m. The location of the interview will be the Execu- tive Conference Room (third floor) at City Hall, 100 Main Street, Colleyville, Texas. It is anticipated that the City Council will select a City Attorney at the January 18, 2005 City Council meeting. The selected firm should be available to begin service to the City im- mediately. On behalf of the City Council, I appreciate your time and attention to this Request for Proposal for Legal Services. Please feel free to give me a call at 817.503.1116 should you have any questions on this matter. Sincerely, Bill Lindley City Manager Attachment: · Request for Proposals - Legal Services 1 REQUEST FOR PROPOSALS Legal Services The City Council of the City of Colleyville, Texas invites interested attorneys and/or law firms to submit written proposals to provide contract legal services to the City. All inquir- ies regarding the Request for Proposal should be directed to Bill Lindley, City Manager (817.503.1116). General Scope of Services: The City seeks legal services encompassing the traditional scope of work including legal counsel, opinions, consultation and coordination with spe- cial counsel. Attendance at a variety of meetings will be required, including City Coun- cil, Planning and Zoning Commission and Zoning Board of Adjustments meetings. Delivery: Fifteen (15) copies of the proposal are to be submitted in a sealed envelope bearing the law firm's name, address, phone number and "Proposal for Legal Services" and either mailed or delivered to the City Secretary City at 100 Main Street Colleyville, Texas 76034. Proposals must be received on or before 2:00 p.m. January 13, 2005 in the City Secretary's Office. Proposals received after the above stated time shall not be considered. Proposals post marked but not delivered by the U.S. Postal Service by the due date and time shall not be considered received by the City of Colleyville. At said time and place all proposals timely received in the Office of the City Secretary will be publicly opened and the name of the individual attorneys and/or law firms submitting a proposal announced. Proposal Contents: The proposal shall be limited to 25 pages, three-hole punched, sin- gle-sided, and submitted on standard 8 %" x 11" paper. The page count shall include the cover letter, section dividers, resumes and company brochure, etc. The minimum font size for text shall be 12-point. The minimum font size for non-text portions, such as graphics and charts, shall be 10-point. Proposals should not be submitted in an elabo- rate format, and expensive binders are not desired. The proposal should address the following items. 1) Statement of Qualifications The proposal should in narrative form provide a brief overview and history of the law firm, the firm organization, the number of years of continuous operation under the cur- rent law firm name, the name(s) of the law firm for the previous ten (10) years if dif- ferent than the current law firm name; the number of years of municipal experience, number of attorneys (partners and associates), and the number of support personnel. 2 Request for Proposal- City Attorney 2) Firm Resources The proposal should in brief narrative form describe the physical resources of the law firm and list the physical address of the law firm for the previous ten (10) years. 3) Municipal Litigation Experience Briefly describe the law firm's litigation experience and whether the individual attorney or law firm is an approved defense counsel for the Texas Municipal League Risk Pool. 4) Service Philosophy Briefly describe the service philosophy of the law firm and what if anything distinguishes the law firm from other attorneys or law firms. 5) Method of Service Briefly describe the method of how the law firm will provide legal services to the City. In addition, discuss what is the law firm's approach with regard to clerical support, prepa- ration of legal documents, how often the lead attorney would be available to the City Council, City Manager and staff? Also review how does the attorney or law firm see its role in serving in the City? 6) Assigned Personnel Provide the name and municipal experience of each attorney who will be providing legal services (including municipal court prosecution services) to the City, and area(s) of re- sponsibility. 7) Municipal Client List and References List of current municipal clients for which the individual attorney or law firm serves as City Attorney and provides general services including the name, position and phone number for client reference. 8) Transition Coordination Describe the approach and suggestions for the transition from the current City Attorney to a new law firm. 9) Fee Structure Describe the fee structure, including any monthly retainer, hourly rates and reimburs- able expenses proposed by the law firm. The hourly rate shall note the incremental minutes of the hourly billing rate. The proposed compensation package shall be inclu- sive of all service costs. The fee structure should be presented on, at least as one op- tion an hourly basis billable with a monthly retainer for attendance at the two regular monthly City Council meetings. The City will select the finalist by considering the pro- posed compensation as a "best and final offer," although the City reserves the right to negotiate terms as needed to improve elements of the proposal to best meet the needs of the City, including cost. 3 Request for Proposal- City Attorney 10) Conflict of Interest Statement Provide a statement that the individual attorney or law firm agrees, while serving as the City Attorney, not to undertake any representation of any person or entity in any matter adverse to the City. State whether the law firm represents any adjoining or neighboring municipality to the City of Colleyville or other public entity within Tarrant County. Also, indicate if the law firm currently represents any real estate development interest or company either currently or anticipating conducting business with the City. Minimum Qualifications: The City Attorney (partners and/or associates) must: (a) posses a Juris Doctorate degree and have graduated from a law school accred- ited by the American Bar Association; (b) be a member in good standing of the Texas State Bar Association; (c) be able to demonstrate experience in the field of municipal law; and (d) must be available by telephone, cell phone, telefax and electronic mail. Selection Process: The selection of the City Attorney and contract award will be made by the City Council. The City Council reserves the right to reject any or all proposals, in whole or in part, waive technicalities or irregularities, and to accept any proposal if such action is be- lieved to be in the best interest of the City. In addition, the City Council reserves the right to request any additional information from any or all proposers. 4 Request for Proposal- City Attorney Community Overview The City of Colleyville is located halfway between Dallas and Fort Worth and only min- utes from the Dallas/Fort Worth International Airport. In the heart of the mid-cities area of Northeast Tarrant County, Colleyville is synonymous with comfort, convenience and class while maintaining a refreshing, rural flavor. The City's winding roads, mag- nificent homes, plush parks, and lush landscaping en- amor visitors and residents alike, evoking an inviting sense of community. The City is named for Dr. L. H. Colley who moved to Texas in 1880, eventually settling in the area. Dr. Colley was the town's only physician and deeply involved himself in the community. The demographics show that today's Colleyville is 13.1 square miles; the community is approximately 80% de- veloped; the current population is just over 20,000; the median household income is $117,419; 94% of homes are owner-occupied; 55.7% of the residents work professionally and 56.6% have earned a Bachelor's degree or higher. With an average home value of $315,631, over 20% of households have an income ex- ceeding $200,000. 0 Magazine ranked Colleyville as the fifth best suburb for residence in the entire Dallas and Fort Worth Metroplex in its July 2004 issue. The Municipal Organization The City of Colleyville was founded in 1956. The City Charter was initially adopted in 1976. Colleyville has approximately 169 employees and operates under a Council-Manager form of government. The various operating departments all report directly to the City Manager. The City Attorney provides advice and counsel to each of the operating departments and elected officials. The City is governed by a six-member City Council, composed of a Mayor and five Councilmembers, all elected at large. City Manager Bill Lindley is entering his fourth year with the City. Mr. Lindley has worked with Texas local governments for the past twenty-two years, serving as either City Manager or Assistant City Manager with four previous cities. The Mayor and Council include: · Joe Hocutt, Mayor, has served in office one year following two years as a Councilmember (Occupation - Commercial Printing) · Jon Ayers, Mayor Pro-Tem, Place 4, has served on the City Council since May 2003 (Occupation - Attorney) 5 Request for Proposal- City Attorney . Mark Skinner, Place 1 Councilmember, has served on the City Council since May 2003 (Occupation - Commercial Real Estate Broker) . Elaine Dolan, Place 2 Councilmember, has served on the City Council since May 2003 (Occupation - Financial Representative) . Rich Hendler, Place 3 Councilmember, has served on the City Council since May 2002 (Occupation - Sales-Marketing Director) . Tom Hart, Place 5 Councilmember, was elected to serve on the City Council May 2004 (Occupation - Corporate Fraud Investigator). City Manager Bill Lindley is entering his fourth year with the City. Mr. Lindley has worked with Texas local governments for the past twenty-two years, serving as either City Manager or Assistant City Manager with four previous cities. The Combined Budget for the 2004-2005 fiscal year (October 1 - September 30) is $27.2 million (General Fund ($13.9 million). The City Attorney provides advice and counsel to each of the operat- ing departments and elected officials. Along with - this, the City Attorney provides legal advice for the City's Sales and Use Tax Special Purpose Crime Control District and the 4B. In addition, the City Attorney provides legal advice for the City's Tax Increment Financing District. Description of Legal Services The City Attorney will: · Provide legal advice, counsel, services, training, consultation, and opinions to the City Council, Boards and Commissions, and all levels of the City government, on a wide variety of civil assignments, including but not limited to land use planning, laws against discrimination, economic development, police enforcement, construction of public works, condemnation, purchasing and procurement, leasing, purchase and sale of property, employment legal matters, public disclosure issues, and tort law. The City Attorney's advice includes methods to avoid civil litigation and preventive legal advice to reduce losses from claims and lawsuits. · Furnish legal representation at City Council (1st & 3rd Tuesday of each month), Planning and Zoning Commission (2nd & 4th Monday of each month), and Zoning Board of Adjustment (as scheduled) and other meetings or attend meetings of other City boards as requested by the City Councilor City Manager. 6 Request for Proposal- City Attorney · Be the legal advisor to the City Council, Boards and Commissions, and the City Manager with respect to any legal matter pertaining to the affairs of the City. · Upon the City Attorney's own initiative or upon the direction of the City Council or City Manager to appear in any and all litigation affecting the City and to rep- resent the City in such manner as the City Attorney deems to be to the best interest of the City, and to institute, with City Council approval, such legal pro- ceedings as may be necessary or desirable on behalf of the City. Obligations of this service will be in concert with those cases where City insurance com- panies are required to provide defense, or where the City Council chooses to retain specialized or other legal services. In such cases, the City Attorney will work cooperatively with the appropriate law firm as needed. · Prepare and review contracts, inter-local cooperation agreements, ordinances and resolutions, and other documents for legal correctness and acceptability. · Review contracts, bonds, deeds, securities and insurance requirements re- quired by or for City contracts or activities. · The City Attorney shall, among other items: a) provide legal advice relating to Open Meetings Act and the Public Information Act; b) provide legal advice relating to elections and ethics; c) serve as legal advisor for the police and fire departments; d) provide legal advice regarding land use, zoning, planning, platting and code enforcement; e) provide legal advice regarding human resource and employment matters; f) provide legal advice regarding economic development matters and eminent domain; g) provide legal advice regarding financial matters, procurement and public works and capital projects; h) provide litigation services as needed; and, i) Provide Municipal court prosecution each Thursday as needed including the preparation of municipal court complaints, jury charges and other forms. · Coordinate with other special counsel, as needed, to assure proper management of legal issues, and proper coordination and transition of legal issues among special counsel. Service will include the supervision of legal services performed for the City by retained counsel. · Assist City officials and employees to maintain awareness of ethical standards and appearance of fairness of standards and to avoid potential conflicts of in- terests, prohibited transactions and the appearance of prohibited transactions. 7 Request for Proposal- City Attorney · Assist officials and employees to understand the legal roles and duties of their respective offices and interrelationships with others. · Provide the Mayor and Councilmembers with guidance as to Robert's Rules of Orders and related procedural matters relating to City Council meetings. · Prepare legal opinions at the request of the City Councilor the City Manager. · Provide the City Council and City Manager a legal perspective and advice on various governmental issues of State, Federal and local laws and make recommendations for compliance and enforcements. · Perform other legal services and tasks as assigned by the City Council or City Manager. 8 ,~....., PROPOSAL FOR LEGAL SERVICES BOYLE & LOWRY, L.L.P. 4201 Wingren, Suite 108 Irving, Texas 75062 (972) 650-7100 www.boyle-Iowry.com BOYLE & LOWRY, L.L.P. JOHN F, BOYLE, JR, L. STANTON LOWRY _ MATTHEW C. G. BOYLE DOUGLAS H. CONNER, III MICHAEL K. KALLAS DAVID H, BRUNE* ALAN C. W A YLANO* OF COUNSEL A ITORNEYS AND COUNSELORS 4201 WINGREN, SUITE 108 IRVING, TEXAS 75062-2763 (972) 650-7100 Fax: (972) 650-7105 www.boyle-lowry.com Writer's Direct Line: (972) 650-7104 E-mail: mcgboyle@boyle-Iowry.com January 13, 2005 Confidential- Via Hand Delivery Mr. Bill Lindley (c/o City Secretary) City Manager City of Colleyville 100 Main Street Colleyville, Texas 76034 Re: Proposal for Legal Services- Boyle & Lowry L.L.P. Dear Mr. Lindley: Thank you for the opportunity to submit a proposal to provide City Attorney services to the City of Colleyville. As a firm whose primary practice area is the representation of municipal clients, it is our pleasure to present to you this Response to Request for Proposals. In preparing our response, we considered the scope of services and duties provided in the Request for Proposals. To begin, these duties are well within the capabilities of this firm and its members. The firm is qualified and prepared to provide a full range of legal services, including attending all regular and specially called meetings of the City Council and boards and commissions, providing legal advice to the City Council, boards and commissions, City Manager and all department heads; drafting ordinances, resolutions, contracts and all legal documents; representing the City in all litigation in state and federal courts, trial and appellate level; monitoring the legal liability claims handled by the City's insurance carrier; prosecution in municipal court and all legal services as called upon by the City Council and City Manager. While those duties are generally consistent with what we provide for the majority of our municipal clients, we recognize and appreciate that no two clients are identical in their needs or desires for their City Attorney. Consequently we make every effort to customize our services and mold them to best fit each client's needs. In all cases, it is our philosophy that it is the client who should dictate what we do for them. The firm of Boyle & Lowry, L.L.P. was formed by John Boyle and Stan Lowry in January of 1995 for the continuation of their practice in the field of municipal and local government law. John Boyle was a name partner in the firm of Hutchison, Boyle, Brooks & Fisher, Inc., a municipal law and public finance firm, for the prior twenty (20) years and Stan Lowry was a member of that firm. Each of the firm's attorneys has an in-depth background and experience in virtually every area of municipal law. The ability to respond promptly and correctly is an important requirement in fulfilling the position of City Attorney. For all of our Mr. Bill Lindley January 13, 2005 Page 2 clients, each attorney becomes familiar with all major items, law suits and questions, thereby making each of us available and accessible to respond promptly. We believe it is imperative to keep the client informed at all times and in a position to make all necessary decisions as a result of being kept up to date on every significant pending legal matter. Prompt and accurate response to the City Council, City Manager and all department heads and others is extremely important and we pride ourselves in being readily available at all times. Enclosed herewith under Tab 1 is the Firm Resume for Boyle & Lowry L.L.P., and enclosed under Tab 2 is the response to RFP, both of which are incorporated herein by reference. From our perspective we see the size and makeup of our firm as an advantage. It allows us to focus exclusively on what we do best, practicing municipal law. In addition, our size makes it possible for our services to be provided on a very personal basis. Based on the Request for Proposals and our prior knowledge of the City of Colleyville, we believe our firm is well qualified to serve as City Attorney. Thank you for your interest in our firm and your consideration of this Proposal. Sincerely, BOYLE & LOWRY, L.L.P. 1'\\A In. ~ Matthew C. G. Boyle H:\MCGB\B&L Fldr\B&L Colleyville cover Itr 1 3 05.doc BOYLE & LOWRY, L.L.P. JOHN F. BOYLE, JR, L. STANTON LoWRY MATTHEW C. G, BOYLE DOUGLAS H, CONNER, III MICHAEL K. KALLAS DA VID H, BRUNE* ALAN C. W A YLAND* *OF COUNSEL ATTORNEYS AND COUNSELORS 4201 WINGREN, SUITE 108 IRVING, TEXAS 75062-2763 www.boyle-lowry.com (972) 650-7100 Fax: (972) 650-71 OS PHILOSOPHY BOYLE & LOWRY was founded on the philosophy that effective representation demands specialization. Our attorneys practice exclusively in the areas of municipal and public law, Our expertise and particular emphasis includes the areas of: . Annexation . Economic Development . Land Use . Planning and Zoning . Transportation . Real Estate Development . Fair Housing Compliance and Litigation . Governmental Contracts . Public Works and Construction . Eminent Domain, Inverse Condemnation and Regulatory Takings . Employment and Labor . Telecommunications, Electric Deregulation, and Public Utility Regulations - Public Utility Commission . Water and Drainage - Texas Commission on Environmental Quality (formerly TNRCC) . Elections . Constitutional Torts and Civil Rights . Public Finance & Municipal Bonds . Urban Affairs . Legislative and Administrative Process . Open Meetings, Public Records and Administrative Procedures . Utility Districts, Water Districts and Special Districts . Tort Claims, Wrongful Death and Personal Injury . Trial and Appellate Litigation in State and Federal Court Ours is not a "one size fits all" approach to client representation. We recognize that each issue is unique and of overriding importance to each client. We focus on your individual needs...we ask questions...we listen to your answers...we help you determine your objective...we probe the issues...we get the facts and work together effectively and efficiently. By iimiting our practice to political subdivision municipal and public law, our expertise allows us to provide a complete, reliable and cost-effective level of professional service, unique in our field. At BOYLE & LOWRY, we believe in doing what we do best - obtaining results for our clients. Our attorneys are keenly aware of precedent-setting cases and changing legislation that continually impact transportation, municipal and public law. With over 150 years of combined experience in the areas of municipal and public law, we are able to develop innovative, yet practical solutions that firms with a broader focus may overlook. Our expertise enables us to more efficiently accomplish the job and achieve the desired results. In short, lower total fees are incurred, yet total quality is achieved. We know that client satisfaction depends on more than a single favorable outcome. The working relationship is also a critical component of long-term confidence and satisfaction. We want the client to feel comfortable with the work we are doing. We strive to make our legal representation as predictable as possible. You can expect our bills to be timely and fully itemized. Responding to the clients' needs is something we do best. We communicate with our clients. All phone calls and e-mails are promptly returned. Legal opinions and documents are timely submitted. We keep you informed. Of equal importance, we are accessible. At BOYLE & LOWRY, we have one priority: achieving positive results for our clients. Our success is a direct result of client satisfaction. WE ARE COMMITTED TO.... . Total Quality . Expertise . Cost Effectiveness . Communication . Prompt Return of Phone Calls and E- Mails . Your Needs HISTORY AND ORGANIZATION BOYLE & LOWRY was formed in January 1995 for the continued practice of political subdivision municipal and public law. We have extensive experience in all areas of public law, including litigation and appellate experience in state and federal court.. The firm is composed of seven attorneys, John F. Boyle, Jr., L. Stanton Lowry, Matthew C.G. Boyle, Douglas H. Conner III, Michael K. Kallas Alan C. Wayland, and David H. Brune. Both John Boyle and Stan Lowry were formerly with the Dallas law firm of Hutchison, Boyle, Brooks, & Fisher, which specialized in municipal and public law, public finance and the representation of cities and political subdivisions throughout the State of Texas. John Boyle was a name partner in that firm for twenty (20) years. Our attorneys are involved in all aspects of the firm's practice and are recogmzed experts in the field of municipal and public law. We are frequently requested to serve as panel members and speakers at advanced research and training seminars and actively participate in professional associations related to municipal and public law, as well as new and developing areas of municipal and public law. Our attorneys have recently spoken at seminars sponsored by the 2 State Bar of Texas, Texas Municipal League, Texas City Attorney's Association, Southwestern Legal Foundation, Southern Methodist University School of Law, Texas Wesleyan University School of Law, LBJ School of Public Affairs at the University of Texas at Austin, State and Local Government Law Section of the American Bar Association, University of Texas at Arlington Construction Research Center, Building Professionals Institute, Federal Bar Association, International Right-of-Way Association, Lorman Education Services, CLE International and International Municipal Law Officers Association. REPRESENT A TIVE CLIENTS BOYLE & LOWRY represents governmental entities throughout Texas in nearly every type of legal matter involving municipal and public law. We serve as City Attorney for the Cities of: . Argyle . Bedford . Corral City . Fate . Farmers Branch . Grapevine . Hurst . Keller . Westlake All of the Cities, except Corral City and Fate, have budgets in excess of $2,000,000. and general counsel for the following local governmental entities and agencies: . Dallas County Utility and Reclamation District (DCURD) . Valwood Improvement Authority . North Dallas County Water Supply Corporation . Upper Trinity Regional Water District . Frisco Municipal Utility District No. 1 . Wylie Northeast Water Supply Corporation . Vickery Meadow Improvement District . City of Irving Building and Standards Commission . City of Irving Housing and Human Services Department . Grapevine Housing Authority . Metropolitan Housing Finance Corporation . Tri-County Groundwater Conservation District . Westlake Academy Charter School . Lake View Management and Development District DCURD, Valwood and Upper Trinity all have budgets in excess of $3,000,000. 3 In addition, we have served as special counselor litigation counsel for the following local governmental entities: . Addison . Arlington I.S.D. . Business Development Corporation of Vernon . Franklin County . Glenn Heights . Grand Prairie . Green Belt Municipal and Industrial Water Authority . Irving I.S.D. . Kennedale . Lewisville . Longview . Mesquite . Mesquite I.S.D. . Mt. Vernon . Mt. Vernon Economic Development Corp. In addition, BOYLE & LOWRY serve as bond and public finance counsel to cities and special districts, special counsel to cities, special districts and school districts throughout Texas relative to annexation, eminent domain cases, economic development, tax abatements, tax increment financing districts, enterprise zones, public finance, land use and zoning, construction contracts, annexation, labor and employment matters, franchising, litigation, and other municipal and public law matters. BOYLE & LOWRY also represents local governmental entities in all types of litigation. We regularly represent local governmental entities in both state and federal courts and have successfully represented local governmental entities, their officials and employees, at both the trial court and appellate court levels, including courts of appeals across the State of Texas, the Texas Supreme Court and United States Supreme Court. In the legislative area, members of BOYLE & LOWRY are frequently called upon by various political subdivisions and State legislative leaders and committees for opinions and analyses of proposed or pending legislation in the areas of municipal and public law. In this regard, members of the firm have contributed to the passage, and in some instances the defeat, of significant legislation affecting local governments in Texas. INDIVIDUAL ATTORNEY BIOGRAPHIES John F. Bovle. Jr. John was born in Chicago, lllinois, March 29, 1935. He attended Texas Christian University where he received his Bachelor of Science in 1958. He attended the University of Texas School of Law and received his LL.B. in 1961. He is a member of the State Bar of Texas, College of the State Bar of Texas, American Bar Association, Dallas Bar Association, Irving Bar Association, International Municipal Law Officers Association, Tarrant County Bar Association and Texas City Attorney's Association, and is admitted to practice before the United States District Court for the Northern District of Texas, the Fifth Circuit Court of Appeals, and the United States Supreme Court. 4 John was an Assistant District Attorney for Dallas County in 1961 and an Assistant City Attorney with the City of Dallas from 1962-1964. He was City Attorney of Irving from 1966- 1970, and was a Member of the Texas House of Representatives from Dallas County from 1970- 1972. Prior to forming BOYLE & LOWRY, L.L.P., John was a founding partner in 1975 of Hutchison, Boyle, Brooks, and Fisher which specialized in all aspects of municipal law and public finance. John has extensive experience in land use, planning and zoning, public works, transportation and governmental contracts, real estate development, tax abatement, economic development, including tax increment financing and public improvement districts, and has served as general counsel and bond counsel for all of the firm's current clients and other cities and special districts throughout the State of Texas. John is currently the City Attorney of Farmers Branch, Grapevine, and Hurst. L. Stanton Lowry Stan was born in Mount Vernon, Texas, May 11, 1965. He received his B.A. in 1987 from Southern Methodist University. He received his J.D. from St. Mary's University School of Law in 1990. He is a member of the State Bar of Texas, College of the State Bar of Texas, State Bar of Texas section of Public and Government Lawyers, American Bar Association, American Bar Association section of State and Local Government Lawyers, Dallas Bar Association, Dallas Association of Young Lawyers, Irving Bar Association, Tarrant County Bar Association and Texas City Attorney's Association. He is admitted to practice before the United States Supreme Court, Fifth Circuit Court of Appeals and the United States District Courts for the Northern District of Texas. Stan was a Briefing Attorney for the Honorable Ronald B. King, United States Bankruptcy Judge for the Western District of Texas from 1990-1991. He was an Assistant City Attorney with the City of Dallas from 1991-1993 where he concentrated his practice in the litigation of land use, zoning, eminent domain and other municipal law matters. Stan is a frequent speaker and author on all aspects of municipal and public law and has recently spoken at seminars sponsored by the State Bar of Texas, Texas Municipal League, Southwestern Legal Foundation, The Institute for Local Government Studies of The Center for American and International Law, CLE International, Southern Methodist University School of Law, Texas Wesleyan University School of Law, LBJ School of Public Affairs at the University of Texas at Austin, University of Texas at Arlington Construction Research Center, Building Professionals Institute, State and Local Government Section of the Federal Bar Association, Lorman Education Services, and the International Right of Way Association. Stan also conducts training sessions and seminars to city councils, boards and commissions and City staffs on the legal issues involving local government. In addition, Stan served on the City of Coppell Planning and Zoning Commission from 1994-1999 (Chairman 1997-1999). Prior to forming BOYLE & LOWRY, Stan was a member of the Dallas law firm of Hutchison Boyle Brooks & Fisher. Stan is currently the City Attorney of Bedford, Keller, Westlake, Fate, and the School Attorney for the Westlake Academy Charter School. 5 Matthew C. G. Bovle Matthew was born in Dallas, Texas, July 26, 1971. Matthew attended the University of Dallas on a four-year academic scholarship and received his B.A. in Economics in 1992. He received his M.B.A. in Industrial Management in 1995 from the University of Dallas. He recei ved his J.D. from the University of Texas in 1997. Matthew served as the Articles Editor of the University of Texas School of Law Review of Litigation. He is a member of the State Bar of Texas, Texas City Attorney's Association, Dallas Bar Association, Irving Bar Association, Tarrant County Bar Association, and Dallas Association of Young Lawyers. Matthew is a frequent speaker and author on all aspects of municipal and public law and spoke at the 1999 and 2003 Texas City Attorney's Association Annual Meetings, the Public Contract Code and Competitive Bidding in Texas seminar 2001, Basics of Land Use and Zoning Regulations in Texas seminar in Dallas, and the Legal Issues in Code Enforcement and Building Inspection seminar in 2002. Matthew also regularly conducts training sessions and seminars to city councils, boards and commissions and City staffs on the legal issues involving local government. Matthew has extensive experience in advising governmental entities on all issues, specifically including personnel, construction law, land use, cable television franchises, zoning, open meetings, and public records. Matthew is also the President of the National Alumni Board for the University of Dallas, and previously served as President of Irving Cares, Inc. Matthew currently serves as the City Attorney for the City of Argyle and the Town of Corral City, and as special counsel to the City of Irving's Housing and Human Services Department and the City of Irving's Building and Standards Commission. DOUldas H. Conner. III. Doug was born in Dallas, Texas, April 3, 1941. He received his B.A. in 1964 from Trinity University, San Antonio, Texas. After his honorable discharge as a 1st Lt. From the United States Air Defense, Center, Ft. Bliss, Texas, Doug commenced his legal training at Southern Methodist University where he received his J.D. in December, 1969. Doug is a Board Certified Personal Injury Trial Specialist from 1980-present. He is a member of the State Bar of Texas, Irving Bar Association, Tarrant County Bar Association, Dallas Bar Association, and past director of the Dallas Trial Lawyer Association. Doug served as an Assistant City Attorney for the City of Dallas from 1970 to 1987. He began his training as an attorney as a prosecutor in (then) corporation court. Only four years out of law school, he was chosen as Counsel for the City of Dallas to orally argue before the United States Supreme Court a constitutional challenge to the City of Dallas' loitering ordinance. Doug thereafter served several years as head of the Dallas City Attorney's Civil Trial Law Section where he maintained a heavy trial docket and administered and coordinated work of the other members of the City's civil litigation trial staff. Doug was lead trial counsel in major personal injury and death cases involving the Dallas Transit System, Surtran, Dallas Area Transit System, and the Dallas Police Department. 6 _, In 1987, Doug began a career in private practice. Recognized as an expert on eminent domain, the State Bar Association and Southwestern Legal Foundation have asked him on several occasions to provide seminars involving the representation of property owners, as well as governmental entities in eminent domain proceedings. Doug has numerous published opinions involving not only eminent domain, but also involving personal injury, wrongful death, illegal arrests and pursuits by law enforcement personnel, inappropriate v. legitimate exercise of police powers in enforcement of ordinances and other municipal and public law matters. He is admitted to practice before the United States District Courts for the Northern District of Texas, Fifth Circuit Court of Appeals and the United States Supreme Court. Michael K. Kallas Michael Kallas was born on June 1, 1971, and raised in Lubbock, Texas. He attended Texas Tech University and received his B.A. in Philosophy in May 1994. He received his J.D. from St. Mary's University School of Law in San Antonio, Texas. While attending law school, Michael was a member of Phi Delta Phi Academic Honor Society, on the Dean's List, and a semifinalist in the St. Mary's Negotiations Competition. Michael is a member of the State Bar of Texas and is admitted to practice in the United States District Courts of the Northern District of Texas. Michael was a Briefing Attorney for Hon. Judge J.Q. Warnick, United States Magistrate Judge, in the Lubbock Division of the Northern District of Texas in 1998 and continued until September 1999 as Briefing Attorney for the Hon. Nancy M. Koenig, United States Magistrate Judge. Michael was recognized by the Northern District of Texas for his distinguished service as a Briefing Attorney to the Magistrate Judge Warnick and Koenig. Michael worked for the City Attorney's Office for the City of Dallas from 1999 until 2003. He worked primarily as a Senior Prosecutor in the Prosecution Division of the City Attorney's Office enforcing municipal ordinances and state law through criminal and civil proceedings in the District, County, and Municipal Courts. Michael worked for the City of Dallas in the areas of zoning and land use, nuisance abatement, health and safety law, traffic and criminal law, and civil rights litigation. Michael was twice selected as a teacher at the Code Enforcement Academy for the City of Dallas. In 2001, Michael was selected as the Special Ordinance Court prosecutor concentrating on multiple and repeat violators of the city's zoning and land use ordinances. In 2002-03, Michael was instrumental in successfully implementing civil lawsuits in municipal court to abate nuisances and enforce land use, health and safety, and zoning laws. Michael also worked in the General Litigation section concentrating on civil rights litigation. Michael joined Boyle & Lowry, L.L.P., in October 2003. Michael is the municipal prosecutor and advisor to the Farmers Branch and Grapevine Municipal Courts. Michael also works in the area of zoning and land use, nuisance abatement, eminent domain, and municipal law . David H. Brune David was born in Long Beach, California, April 23, 1930. He attended the University of Texas at Austin where he received his B.A. in 1953. He attended the University of Texas School of Law and received his J.D. in 1958. He is a member of the State Bar of Texas and is admitted to practice before the United States District Court for the Western District of Texas, the U.S. 7 Court of Military Appeals, and the United States Supreme Court. David was in private law practice in San Antonio, Texas, from 1958 to 1962, during which time he was a partner in the law firm of Sawtelle, Hardy, Davis & Goode. From 1960 to 1966, David served as General Counsel of the San Antonio River Authority (SARA) and drafted the 1961 Act that reorganized SARA. David served as Manager of SARA (1966-1968) and as General Manager of the Trinity River Authority of Texas (1968-1979). From 1979 to January 2001, David was associated with the Las Colinas development in Irving, Texas, in various private and public capacities. David was Senior Executive Vice President, Chief Administrative Officer, and a Director of Southland Financial Company (1979-1989), a publicly-held company that owned Las Colinas Corporation (of which he was Vice Chairman, Chief Development Officer, and General Counsel) and Southland Life Insurance Company (of which he was a Director). From 1989 to January 2001, David continued to manage the development aspects of Las Colin as and to serve as Corporate Counsel to the management successors of Las Colinas Corporation. From 1981 to 1999, David served as President and CEO of Dallas County Utility and Reclamation District, a conservation and reclamation district associated with Las Colinas. David represented the Irving City Council on the Board of the Upper Trinity Regional Water District (1996-2000). David has extensive experience in water legislation, land development and uses, planning and zoning, real estate transactions, public finance, environmental matters, the governance and management of water districts, and a wide range of economic development programs. David served in the U.S. Naval Reserve (1953-1983), was promoted to the rank of Captain (0-6) in 1975, and served as Inspector General, Naval Reserve Readiness Command, Region Eleven (1975-1980), for which service he was awarded the Navy Commendation Medal. Alan Co Wavland Alan received his B.A. in Government from the University of Texas at Austin in 1984. While at the University of Texas at Austin, he was on the Dean's List in 1982 and a member of the University of Texas Marching Band. He received his J.D. from St. Mary's University School of Law in 1988. While at St. Mary's University School of Law, Alan was a member of the St. Mary's Law Journal and was the research and writing teaching assistant to Professor Gerry W. Beyer. He is a member of the State Bar of Texas, Texas City Attorney's Association, College of the State Bar of Texas, American Bar Association, and the Tarrant County Bar Association, and is admitted to practice before the United States District Court for the Northern District of Texas and the United States District Court for the Eastern District of Texas. Alan served as an Assistant City Attorney for the City of Garland from 1991 through 1994, where he was principally involved in litigation and appeals involving civil rights cases, eminent domain proceedings, tort claims defense, police and fire department litigation, labor employment matters, land use and zoning, as well as municipal court prosecution. Alan has served as the principal municipal court prosecutor for the firm's clients since 1995. He is currently the municipal court prosecutor for the Cities of Argyle, Bedford, Hurst, Keller, and Westlake. 8 Support Staff and Facilities BOYLE & LOWRY is conveniently located in the Las Colinas area of Irving, Texas. The firm is staffed with three (3) certified paralegals and additional support personnel. BOYLE & LOWRY is dedicated to providing expert legal services in the areas of municipal and public law throughout the State of Texas. In addition, the firm possesses an extensive law library coupled with advanced on-line, computer assisted legal research and informational services. Contact Us To learn more about the firm or reach any member of BOYLE & LOWRY, visit our website at www.boyle-lowry.com. or call: 972-650-7100 or e-mail us as follows: . John F. Boyle, Jr. jfboyle@boyle-Iowry.com . L. Stanton Lowry lslowry@boyle-Iowry.com . Matthew C. G. Boyle mcgboyle@boyle-Iowry.com . Douglas H. Conner, III dhconner@boyle-Iowry.com . Michael K. Kallas mkallas@boyle-Iowry.com . David H. Brune dhbrune@boyle-Iowry.com . Alan C. Wayland aw ayl and @boyle-Iowry.com H:\Boyle-Lowry\Boyle & Lowry\b&l-administration\b&1 resumes\bl firm resume 1 1005,doc 9 1) Statement of Qualifications The Firm's qualifications are detailed in the attached Firm Resume. 2) Firm Resources The Firm has been in its current location since 1996. Its only prior address was 1700 W. Pioneer Drive, Irving, Texas. The Firm maintains a comprehensive law library, which includes both hard copy and electronic resources. The combined holdings of our library give the Firm's attorneys access to all necessary statutes, case-law, regulations, and administrative materials to research any issue. Additionally, the Firm maintains computer form files composed of all previously drafted ordinances, opinions, and agreements in order to increase our efficiency when we are asked to address an issue which has previously been completed by the Firm. Such resources are redundantly backed up to provide protection under any circumstance. Each attorney in the Firm, along with all support staff, have e-mail which can be accessed remotely. Additionally, all attorneys have mobile phones, and all clients are provided access to the attorneys' mobile and home numbers to ensure access at all times. The Firm makes continued and ongoing investment into its technology resources to improve efficiency. 3) Municipal Litigation Experience The Firm's attorneys have experience in all levels and types oflitigation, at both the trial and appellate levels. The Firm's litigation experience includes the following types of issues: annexation, elections, fair housing, land-use, personnel, tort claims, zoning, zoning boards of adjustment. The Texas Municipal League Risk Pool maintains a policy which prohibits a firm which serves as City Attorney from representing that municipality in defense of a TML policy. Based on that restriction, we have determined that it is not in the best interests of the Firm or our clients to seek approval for litigation on behalf of the Risk Pool. However, we believe it is important for our office as City Attorney to coordinate with and monitor the activities of insurance counsel. Claims and litigation covered by an insurance policy affect a municipality's loss experience, and correspondingly impact policies, practice and procedure. Therefore, one of our roles is to ensure that the City's best interests are being addressed by insurance counsel. BOYLE & LOWRY, L.L.P.- Page 1 4) Service Philosophy Our Firm believes that the attorney-client relationship is one of a personal nature. Weare committed to providing accurate, prompt, and efficient legal representation to each of our clients. That goal can best be achieved through close coordination and collaboration with our clients. While we provide a consistent level and range of services to each of our clients, it is important to note that we treat each client individually. That individualized level of service can only be maintained with a uniformly committed group of attorneys who are dedicated to putting the clients' needs first. We are aware of our peer firms who engage in the same practice as the Firm. While some of those firms are highly qualified, we believe we provide a unique and superior approach to the practice of municipal law. As noted above, our top three priorities in the practice of law are the provision of accurate, prompt, and efficient legal services. The value of our advice is wholly contingent upon its correctness. Above all else, the City Attorney must provide the answer which is legally above reproach. To that end, the Firm is staffed with attorneys who have made the practice of municipal law the focus of their careers. That focus, combined with the corresponding experience of our attorneys ensures that our clients can depend on the Firm for counsel and guidance well founded in the law. Second in importance to providing accurate legal advice to our clients is the ability to do so as expeditiously as possible. In order to facilitate that speed, we have a commitment to make our attorneys as available as is reasonably possibly. The sooner the client can reach us, the quicker we will be able to respond to their needs. Calls, emails, correspondence, and emails are always promptly received and addressed. Such access is facilitated by a professional support staff which appreciates the need for prompt response to client needs. While not usually necessary, our attorneys can be accessed by clients at any time after hours. Once contacted, the Firm's resources allow for timely research and the delivery of documents in a timely manner. As a general rule, the Firm is absolutely committed to meeting any deadline set forth by a client The final key to the Firm's commitment to service is a dedication to providing our services in the most efficient manner possible. In this context, efficiency has a comprehensive meaning, which includes the proper utilization of resources, both of the client and the Firm. Our client's time and resources are valuable and should be treated as such. Similarly, the services we provide are precious and should be utilized efficiently. We believe that our breadth and depth of experience allows us to tackle a myriad of issues in a manner which is minimally impactful to the client, and in a manner which utilizes only the minimum Firm time necessary to complete the task. That efficiency allows the client to continue its normal BOYLE & LOWRY, L.L.P.- Page 2 operations while resulting in a lower overall cost for City Attorney services. For those areas where we can rely on direct past experience, we can and do pass along such experience to the client in a cost-savings manner. More often than not, every day municipal needs can be promptly met utilizing available in-house resources. When a new or novel issue arises, our attorneys are experienced in working to fInd the right answer as quickly and efficiently as possible. 5) Method of Service Briefly describe the method of how the law firm will provide legal services to the City. In addition, discuss what is the law fIrm's approach with regard to clerical support, preparation of legal documents, how often the lead attorney would be available to the City Council, City Manager and staff? Also review how does the attorney or law firm see its role in serving in the City? As addressed above, and in the Firm Resume, we see the role of City Attorney as providing a comprehensive range of legal services on all levels necessary to serve the needs of our municipal and public law clients. Across our broad range of clients, the provision of services varies. While there are many different forums by which to communicate with a client, we believe that first and foremost the most effective and efficient means of doing so is through face to face communication. Our office is conveniently located with direct highway access, and our attorneys can be most places in the metroplex in short order. Additionally, it is a regular part of our role with several clients to maintain "office hours" at City Hall, where staff and management can access the City Attorney directly. When seeing a client in person is not possible, the attorneys are available by phone, email, and fax. The Firm is blessed to have at the ready a well experienced and dedicated support staff to assist the attorneys. The preparation of documents in a timely and accurate manner is a joint effort of the support staff and the attorneys. Whenever possible, tasks are addressed by the least costly available resource. The Firm does not assess overhead charges to our clients for matters such as secretarial services. The City's primary attorneys will, as a general rule, be made available on an as needed basis to the City Council, City Manager, and staff. Upon request, in-house office hours can be provided on a regular basis. Additionally, whenever the primary attorney is not available, the Firm is committed to providing an alternative attorney within the Firm who can step to fIll that role with little to no impact on the client. Our Firm is right-sized so that each of the attorneys is able to maintain familiarity with the proceedings of our clients so that in the event a primary attorney is not available, a backup attorney will be able to fill that role seamlessly. BOYLE & LOWRY, L.L.P.- Page 3 6) Assigned Personnel Based on the meeting schedules for the City Council and the Planning and Zoning Commission, the primary attorneys for the City of Colleyville will be Matthew Boyle and Michael Kallas. Matthew will primarily be responsible for City Council meetings while Michael will attend Planning and Zoning meetings. As addressed in the Firm Resume, Matthew Boyle has practiced exclusively with the Firm since 1997, dedicated solely to the practice of municipal and public law. During his tenure with the Firm, Matthew has gained a broad range of experience by dealing with each and every one of the Firm's clients. From attending City Council, Planning and Zoning, and board and commission meetings, to working with city staffs on a wide variety of issues, Matthew has gained a wealth of knowledge in our field of practice. Such experience has been comprehensive in nature. Matthew has regularly provided to training and lectures to municipal clients on issues such as personnel (interviewinglhiring/firing/evaluating employees, sexual harassment, Federal civil rights, FLSA, FMLA, and the ADA), land use (planning and zoning, zoning boards of adjustment, conflicts of interest, code enforcement), and open government (Public Information Act and Open Meetings Act). As with Matthew, Michael Kallas' career has been focused solely on municipal and public law since it began in 1998. In addition to attending Planning and Zoning meetings, Michael would also serve as the prosecutor for Municipal Court. Michael's direct work experience includes a tenure at the City of Dallas City Attorney's office where Michael assisted in the creation of a Special Ordinance division to focus on code enforcement issues. Such issues necessarily included land use and zoning matters. Since joining the Firm, Michael has assisted in the representation of Planning and Zoning Commissions and City Councils, through attending meetings and providing counsel to such bodies. 7) Municipal Client List and References List of current municipal clients for which the individual attorney or law firm serves as City Attorney and provides general services including the name, position and phone number for client reference. BOYLE & LOWRY serves as City Attorney for the Cities of: Years of Service . Argyle Tobin Maples, City Administrator (940) 464-0500 2 years . Bedford Charles Barnett, City Manager (817) 952-2106 9 years BOYLE & LOWRY, L.L.P.- Page 4 . Grapevine Roger Nelson, City Manager (817) 410-3105 32 years . Farmers Branch Linda Groomer, City Manager (972) 919-2515 30 years . Keller Lyle Dresher, City Manager (817) 743-4001 9 years . Hurst Allan Weegar, City Manager (817) 788-7026 8 years . Fate Gerry Boren, City Manager (972) 771-4601 26 years . Westlake Trent Petty, Town Manager (817) 430-0941 5 years and General Counsel for the following special districts: . Grapevine Housing Authority Debra Wells, Executive Director (817) 488-8132 6 years . Dallas County Utility and Reclamation District (DCURD) Jacky Knox, General Manager (972) 556-0625 29 years . Valwood Improvement Authority Pat Canute son, General Manager (972) 484-9863 15 years . Upper Trinity Regional Water District Tom Taylor, Executive Director (972) 219-1228 5 years In addition to the above, this firm serves as Counsel for the City of Irving, as follows: . Building and Standards Commission Gregg Mays, Building Inspections Manager (972) 721-4899 5 years . City of Irving Housing and Human Services Department Vivian Ballou, Executive Director (972) 721-2426 5 years We would also encourage you to contact the elected officials for any of our clients for reference purposes. BOYLE & LOWRY, L.L.P.- Page 5 8) Transition Coordination Describe the approach and suggestions for the transition from the current City Attorney to a new law firm. Over the years, the Firm has been asked to step and assume the role of City Attorney for a new client a number of times. During such a transition period, our number one focus is to ensure continuity in function. That can be achieved through a close coordination with City staff to ascertain open and pending projects so that they may be given the appropriate level of attention. As part of that process, we will ask to be introduced to all key contact persons in order to familiarize ourselves with one another. We would suggest that City staff prepare a list of such open items in a prioritized manner to facilitate the transition. Our past transition experiences have been smooth and effective due to the fact that we are prepared and committed to keeping client projects on track and progressing. We see the continuity of service as a bare minimum goal, as we ultimately seek to enhance the level of services to a new client, and to provide such an enhancement promptly. 9) Fee Structure Describe the fee structure, including any monthly retainer, hourly rates and reimbursable expenses proposed by the law firm. The hourly rate shall note the incremental minutes of the hourly billing rate. The proposed compensation package shall be inclusive of all service costs. The fee structure should be presented on, at least as one option an hourly basis billable with a monthly retainer for attendance at the two regular monthly City Council meetings. The City will select the finalist by considering the proposed compensation as a "best and final offer," although the City reserves the right to negotiate terms as needed to improve elements of the proposal to best meet the needs of the City, including costs. The Firm's fee structure is hourly, based on quarter hour billing increments. We provide a uniform billing structure for municipal clients, which is consistent for all attorneys in the Firm. The Firm's municipal billing rates are as follows: . For all non-litigation matters, including attendance at meetings of City staff, City Council meetings, and Board and Commission meetings - $150.00 per hour. . For all litigation and contested items - $175.00 per hour. . For Municipal Court prosecution - $140.00 per hour. . For certified paralegals- $75.00 per hour. BOYLE & LOWRY, L.L.P.- Page 6 The Firm's past experience with retainer based billing methods has shown that such systems are generally not in the best interests of our clients. 10) Conflict of Interest Statement The Firm agrees that if selected to represent the City of Colleyville, it will not undertake future representation of any person or entity in a manner adverse to the City's legal interests during the term of the engagement and for a period of two (2) years after termination of the contract. The Firm's clients include the cities of Bedford, Grapevine, Hurst, Keller, and Westlake, all of which are located in Tarrant County. The Firm does not represent any real estate development interest or company either currently or anticipating conducting business with the City. Additionally, the Firm exercises a philosophical prerogative to avoid the representation of any private entity or interest in a contested matter against a municipal or governmental entity. We firmly believe that it is important to the integrity of our clients' relationships with their peers and neighbors that except where necessary to protect a client's interests, the Firm avoid asserting itself in an adversarial situation involving another governmental entity. H:\MCGB\B&L F1dr\b&1 colleyville-questions #3-1 1 ,doc BOYLE & LOWRY, L.L.P.- Page 7 r- Brown & Hofmeister, L.L.P. Attorneys & Counselors PROPOSAL FOR LEGAL SERVICES FOR THE CITY OF COLLEYVILLE r- - Brown & Hofmeister, L.L.P. Attorneys and Counselors 740 East Campbell Road, Suite 800 Richardson, Texas 75081 (214) 747-6100 www.bhlaw.net BROWN & HOFMEISTER, L.L.P. 740 East Campbell Road Suite 800 Richardson, Texas 75081 _ROBERTF. BROWN (214) 747-6130 rbrown@bhlaw.net Telephone: (214) 747-6100 Telecopier: (214) 747- 6111 www.bhlaw.net January 12,2005 Honorable Mayor and City Council By and Through City Secretary Cynthia Singleton City of Colleyville 100 Main Street Colleyville, TX 76034 Re: Proposal for Legal Services Dear Mayor Hocutt, Members of the City Council and City Manager Lindley: - In response to the City of Colleyville's Request for Proposals for Legal Services, dated December 17, 2004, we are pleased to submit this proposal to be your city attorney. As requested, we have enclosed 15 copies of our proposal for your convenience. Should you determine that you may need additional copies, please do not hesitate to contact us and we will be glad to provide you with additional copies. We look forward to an opportunity to meet with you to discuss how our firm can become a valuable asset to you and the City of Colleyville. Sincerely, ~~ Robert F. Brown RFB/rfb Enclosures .- 1) Statement of Qualifications The proposal should in narrative form provide a brief overview and history of the law firm, the firm organization, the number of years of continuous operation under the /"'"" current law firm name, the name(s) of the law firm for the previous ten (10) years if different than the current law firm name; the number of years of municipal experience, number of attorneys (partners and associates), and the number of support personnel. Brown & Hofmeister, L.L.P., is a law firm with extensive experience providing legal services to municipalities and other public entities. The firm's team of experienced attorneys provides public entities a clear advantage by offering high quality, comprehensive legal services in a cost efficient manner. More than 40 public entities in the North Texas area trust Brown & Hofmeister for their day-to-day legal matters and in circumstances that require specific legal expertise. Few, if any, firms in the North Texas area can match the level of local government representation experience that the attorneys of Brown & Hofmeister enjoy. The partners at Brown & Hofmeister all have extensive, long-term experience working with city governments in North Texas. Brown & Hofmeister was formed in 2001 to focus ,.- on providing a full range of legal services to local governments. The firm presently has six partners and four associates, with approximately 180 years of combined legal experience. Partners at the firm have an average of over 22 years of legal experience, while associates average over 10 years of experience. Eight highly experienced staff members provide excellent support for the attorneys and the firm's clients. Brown & Hofmeister serves numerous municipal clients on a wide range of issues, including civil rights, land use and eminent domain, redistricting, employment law, economic development, roadway and utility assessments, open meetings and public information requests, elections, ethics, financial matters, police and fire, and municipal court prosecution. Our attorneys advise city and county governments, school districts, economic development corporations, and special districts. We also represent local governments in both trials and appeals at all levels of state and federal courts. The depth of our local government focus sets us apart from other law firms. .--. - In addition to serving as legal counsel for local governments, the attorneys at Brown & Hofmeister take a leading role in training and educating government officials and employees, as well as other attorneys, on legal issues facing local governments. Our attorneys regularly conduct training sessions, through the North Central Texas Council of Governments, on planning and zoning, human resources, and annexation. The firm sponsors seminars for government officials on topics such as land use and economic development. Brown & Hofmeister attorneys are also frequently asked to give presentations at seminars sponsored by groups such as the Texas City Attorneys Association and have published numerous papers and articles on topics affecting local governments. ,-- ,- 2) Firm Resources The proposal should in brief narrative form describe the physical resources of the law firm and list the physical address of the law firm for the previous ten (10) years. ~ Brown & Hofmeister provides legal services at client sites in many communities around North Texas. Our primary office, at 740 East Campbell Road, Suite 800, Richardson, Texas 75081, is in the heart of the Telecom Corridor in Richardson and has been our home since May 2004. Before moving to Richardson, the firm was located in downtown Dallas, at 1717 Main Street, Suite 4300, Dallas, Texas 75201. Our current location was selected for its convenient access to major transportation corridors and was designed for maximum efficiency to support our mobile workforce and busy client base. The office is professional and practical, with three conference rooms available for client use, a full research library, and an in-house high-volume copy and postal center. As a full- service municipal law firm, we can manage any level of legal assignments from our own facilities. Moving out of the Dallas central business district has allowed us to reduce our overhead costs, thereby maintaining our ability to provide the highest quality legal services for our clients in the most cost-efficient manner. ~ Brown & Hofmeister recognizes that our attorneys need the most modern and effective tools to do their jobs at the high level of service that we require for our clients. Because our attorneys are frequently onsite with our clients, we rely on a variety of high-tech resources to provide superior services to them. Client communication and secure access to information at the home office are of paramount importance to us. We take pride in our ability to timely respond to our clients no matter their geography and use technology resources to maintain constant communication. Attorneys at the firm are constantly connected to the office and each other via PDA, cellular phone, and secure remote access to our computer network. Every attorney, when not in the office, has round-the-clock access to the firm's network and email through PDAs and virtual connections from remote computers. Our computer network is monitored 24 hours a day to ensure uninterrupted service. Brown & Hofmeister is truly in the forefront of technology with modern hardware solutions and state-of-the-art software applications. ~ 3) Municipal Litigation Experience Briefly describe the law firm's litigation experience and whether the individual attorney or law firm is an approved defense counsel for the Texas Municipal League Risk Pool. .~ The attorneys of Brown & Hofmeister believe that litigation can often be avoided with the proper legal guidance. We understand that setting up procedures and policies to help avoid litigation is not optional, and we realize the adverse impact that unexpected litigation can cause on city plans and budgets. To that end, our litigators are also accomplished city attorneys. When litigation is necessary, however, we provide the same expertise and top-quality representation in the courtroom as we do in the City Council chambers. Our litigation team will assist the City in a thorough assessment and execute a strategy to provide the highest level of representation while adhering to strict budgetary guidelines. Our Iitigators represent clients in both trial and appeals at the local, state, and federal levels and boast significant court victories on behalf of public clients. The firm has experience litigating a full range of municipal issues, including land use and eminent r- domain, construction defects, special districts, civil rights and constitutional law, and employment law. The attorneys at Brown & Hofmeister are well-prepared to manage complicated litigation matters in a professional and cost-efficient manner, and with our extensive experience, we provide our clients with the best possible representation. Several attorneys in the firm are approved defense counsel for the Texas Municipal League Risk Pool. r- 4) Service Philosophy Briefly describe the service philosophy of the law firm and what if anything distinguishes the law firm from other attorneys or law firms. r-- Brown & Hofmeister offers unparalleled client service. Three reasons for that -- our attorneys, our practice, and our promise to our clients. Our attorneys have vast experience in all areas of municipal law. Brown & Hofmeister has a reputation in the legal community for our rigorous review and hiring process. We hire only those few professionals who meet our extremely high standards. Proficiency in municipal law and a commitment to serving the public sector are mandatory requirements at our firm and this dedication is evident to every client we serve. ,r- Our practice is built on a foundation of municipal law. In order to preserve that foundation, we do not represent private parties in judicial or administrative proceedings involving public entities. We are uniquely and specifically qualified to manage the daily tasks and "hot topics" that impact cities in Texas. Our experience is substantial and our clients obtain a sustainable, competitive advantage by establishing a personal relationship with our firm. Few, if any, firms in Texas have the wealth of municipal knowledge that exists at Brown & Hofmeister. We believe that access to this knowledge is the real test of value. Brown & Hofmeister fosters a culture of accessibility. We promise to be accountable and accessible to your needs. We recognize that the actions of your City Attorney can impact your community not just today, but for many years to come. We share your goal of building and sustaining a successful, dynamic community. Our promise to you is to provide the best possible legal advice and representation, tailored to your needs, in the most expeditious and cost-efficient manner. ~- 5) Method of Service Briefly describe the method of how the law firm will provide legal services to the City. In r addition, discuss what is the law firm's approach with regard to clerical support, preparation of legal documents, how often the lead attorney would be available to the City Council, City Manager and staff? Also review how does the attorney or law firm see its role in serving in the City? At Brown & Hofmeister, we understand the needs of municipalities. We understand that the role of city attorney requires a significant commitment. It is a responsibility that we do not take lightly. Our attorneys are available to meet any level of service that our clients require by utilizing the appropriate level of attorneys and staff. We can provide services remotely from our office or onsite at your office. Our attorneys have experience with the numerous issues facing municipalities and understand that they must be accessible to the client at all times. ..-.' At Brown & Hofmeister we treat each client as a firm-wide client. All attorneys and support staff are accessible around the clock to serve the needs of the client. We make a special effort to assign the right personnel to each matter, with awareness of the skills required and any constraints that may be present. The practice of local government law includes numerous substantive areas, and we are able to assist municipalities in every facet of municipal operation. We will provide you with complete contact information for all our attorneys. The lead attorney will be available to support the City Council, City Manager and City staff at times designated by, and at the convenience of, the City. We anticipate serving all conceivable needs the City may have. Here is a sample of the services the firm's attorneys provide to other communities as city attorney: . provide assistance directly to the Mayor and City Council members on the legal constraints and requirements affecting their decision-making for the City; . assist the City staff in implementing the City Council's directives in compliance with applicable state and federal laws; - I . attend meetings of City Council and other board meetings as requested; . prepare and review ordinances and resolutions; . review and assist in drafting agendas for compliance with the Open Meetings Act; -- . assist in compliance with the Public Information Act and records retention schedules; . prepare and review contracts; . provide training in and legal advice regarding discrimination and sexual harassment prevention, wage and overtime issues, FMLA and ADA compliance, and supervisory responsibilities; . assist City staff in review of administrative policies, such as personnel rules and procurement policies, for compliance with the law and the best municipal practice; . train boards, commissions, and City Council members regarding the legal duties and responsibilities in carrying out the specific functions of their particular offices; . provide legal advice regarding ethics; . provide direction and legal advice on economic development issues; --- . provide legal advice regarding and assist with general and special elections; . serve as legal advisor for police and fire departments; . provide legal advice regarding financial and related matters; . represent the City and its officials in judicial, administrative, and condemnation proceedings; . prosecute cases in Municipal Court; and . respond to all requests from the Mayor, City Council members, and City staff in a timely and accurate manner, including requests for formal legal opinions. - , On request by the City, Brown & Hofmeister will provide onsite training to elected officials or staff with respect to any legal issue(s) affecting the City. We anticipate a full review upon engagement to ensure that we are aware of the entire scope of services desired by the City. We are confident that we can meet and surpass any level of service that is desired. /""""- 6) Assigned Personnel Provide the name and municipal experience of each attorney who will be providing legal services (including municipal court prosecution services) to the City, and area(s) of responsibility. Robert Brown, a founding partner of Brown & Hofmeister with more than 18 years experience handling legal issues for municipal clients, will serve as City Attorney and be primarily responsible for providing legal services to the City. He has significant experience as a city attorney and is nationally renowned for his litigation victories in land use law. Alan Lathrom will serve as a supporting attorney and designated backup in the unlikely event that Mr. Brown is unavailable. Mr. Lathrom is a senior associate at the firm. He has fifteen years of litigation and municipal law experience. With significant experience in land use and planning issues, Mr. Lathrom will be the attorney designated to attend Planning and Zoning and Zoning Board of Adjustment meetings. ,--.. Meredith Ladd and Tatia Randolph are associates at the firm and will provide prosecution services for Municipal Court. Both are experienced municipal prosecutors. Ms. Ladd will be designated as the lead prosecutor for the City. Other attorneys at the firm will provide advice and representation on matters that fall within a particular attorney's experience. For example, Jeff Moore, because of his experience as Chief of the Municipal Affairs Section of the Attorney General's Office and lead trainer on 4AJ4B issues, may become involved in the City's economic development activities if the need arises. By relying on the breadth of experience of our attorneys, we are able to delegate selected responsibilities to the attorney who, because of special expertise, time availability, or other reasons, is in the best position to fulfill those responsibilities. In addition, we will always seek to assign tasks to persons who can properly perform them in the most cost-efficient manner. ,,-- 7) Municipal Client List and References List of current municipal clients for which the individual attorney or law firm serves as City Attorney and provides general services including the name, position and phone number for client reference. - City of Arlington Jay Doegey, City Attorney Telephone: 817-459-6878 Outside Counsel for impact fee, ordinances and litigation since 1989 City of Cockrell Hill Charles Slayton, Mayor Telephone: 214-339-8610 City Attorney since 1993 City of Dayton Larry Harris, Mayor Telephone: 936-258-7605 Outside Counsel since 2004 ~ City of Hawk Cove Ava Havens, City Secretary Telephone: 903-447-5330 City Attorney since 1999 City of Kemp Tommy Springer, Mayor Telephone: 903-498-3191 City Attorney since 2003 City of Marshall Todd Fitts, City Attorney Telephone: 903-935-0604 Outside Counsel for economic development matters since 2003 City of Murphy David Trudeau, Mayor Telephone: 972-424-6021 ~ City Attorney since 2003 Brown & Hofmeister's Municipal Clients City of Canton Charles Fenner, City Manager Telephone: 903-567-2826 Outside Counsel since 2004 City of Crandall Judy Bell, City Manager Telephone: 972-427-3771 City Attorney since 2000 Town of Flower Mound Van James, Town Manager Telephone: 972-874-6089 Town Attorney since 1991 City of Highland Village Mike Leavitt, City Manager Telephone: 972-317-2558 City Attorney since 1994 City of Krugerville Shelby Moore, Mayor Telephone: 940-365-5833 City Attorney since 2004 City of McKinney Larry Robinson, City Manager Telephone: 972-547-7501 City Attorney since 1985 City of Nevada Janey Mobley, Mayor Pro Tern Telephone: 972-853-3992 City Attorney since 1997 City of Carroll ton R. Clayton Hutchins, City Attorney Telephone: 972-466-3025 Outside Counsel for litigation since 1990 City of Dallas Tom Perkins, Assistant City Attorney Telephone: 214-670-3519 Outside Counsel for litigation since 2003 City of Glenn Heights Fred Hays, City Manager Telephone: 972-223-1690 x207 City Attorney since 1995 City of Jacksboro Joseph Portugal, City Manager Telephone: 940-567-6321 Outside Counsel for employment and ordinance updates since 2002 City of Lancaster Jim Landon, City Manager Telephone: 972-218-1101 Outside Counsel for elections and redistricting since 2002 City of Mesquite Elizabeth Lunday, Assistant City Attorney Telephone: 972-216-6272 Outside Counsel for land use and civil service since 1992 City of Pilot Point Vicky Varnau, City Secretary Telephone: 940-686-2127 City Attorney since 2004 Town of Ponder Vivian Cockburn, Mayor Telephone: 940-479-2396 ,-. Town Attorney since 2002 City of Rowlett Craig Owens, Assistant City Manager Telephone: 972-412-6100 Impact Fee consultant since 2001 Town of Sunnyvale Gary Spencer, Town Attorney Telephone: 214-747-5200 Outside Counsel for litigation since 1987 Benbrook Economic Development Corporation Contact: Ron Rainey, Executive Director Telephone: 817-249-6990 Outside Counsel since 2004 ,'- City of Pottsboro Denise Smith, City Secretary Telephone: 903-786-2281 City of Roanoke Jirruny Stathatos, City Manager Telephone: 817-491-2411 Outside Counsel for planning and City Attorney since 2004 zoning since 2002 City of Runaway Bay Joe D'Curie Telephone: 940-575-4745 City Attorney since 2002 City of Weatherford George Campbell, City Manager Telephone: 817-596-0625 Outside Counsel for litigation since 2000 Other Public Clients Celina Economic Development Corporation T. Bob McKnight, President Telephone: 800-950-0561 General Counsel since 1997 Crandall Economic Corporation Mayor Joe Baker Telephone: 972-427-3771 Development Dallas County Flood Control District Joe Putnam Telephone: 972-259-2626 General Counsel since 2001 General Counsel and litigation since 2000 Ellis County Contact: Joe Grubbs, Attorney Telephone: 972-923-5070 Gun Barrel City Economic County Development Corporation Rita Evans Telephone: 903-887-1899 Outside Counsel for since 2002 McKinney Community Development Corporation Mike Gibson, Executive Director Telephone: 214-544-0296 General Counsel since 1995 ,-. State of Missouri Ms. Andrea Spillars, Assistant Attorney General Telephone: 573-751-4418 General Counsel since 2003 McKinney Economic Development Corporation David Pitstick, President Telephone: 972-562-5430 General Counsel since 1995 State of Oklahoma Nick Slaymaker, Office Counsel Telephone: 405-271-6017 of General Outside Counsel for litigation since Outside Counsel for litigation since 2003 2002 City of Seabrook Contact: Robert "Bo" McDaniel Telephone: 218-291-5600 Outside Counsel since 2003 Celina Independent School District Ken Burks, Superintendent Telephone: 972-382-2751 General Counsel since 1988 Denton County Tax Appraisal District Joe Forsythe, Director of Administration Telephone: 940-349-3975 Special Counsel since 2003 Lake Cities Volunteer Department Jason Collier, Chief Telephone: 940-321-2141 Fire General Counsel since 1999 Melissa Industrial & Economic Development Corporation David Moore Telephone: 972-838-2075 Outside Counsel since 2003 8) Transition Coordination Describe the approach and suggestions for the transition from the current City Attorney to a new law firm. r- Brown & Hofmeister has significant experience assisting municipalities in making the transition from the outgoing legal counsel to our firm. We understand the critical nature of this process. We will perform a complete needs assessment based on feedback from the City and the outgoing legal counsel, as well as our own review of any active or pending litigation. Partners at the firm will work with the outgoing counsel to ensure a smooth transition. We will quickly secure any outstanding issues, establish efficient lines of communication, and begin serving the City's needs in a professional and expeditious manner. 9) Fee Structure. Describe the fee structure, including minimum or maximum hourly rates/charges and reimbursable expenses proposed by the law firm. Propose a compensation package, inclusive of all service costs. The fee structure should be presented on, at least as one option, an hourly basis billable in ten minute increments. The City will select the finalist by considering the proposed compensation as a "best and final offer, 11 although the City reserves the right to negotiate terms as needed to improve elements of the proposal to ,.- best meet the needs of the City, including cost. We will bill the City for legal services using a retainer and hourly rate structure. A monthly retainer of $800 will be billed for attendance at two City Council meetings per month. All other legal work will be billed at hourly rates in six-minute increments. Partner rates range from $140 to $160 per hour for non-litigation matters and $150 to $170 per hour for litigation. Associate rates range from $125 to $140 per hour for non- litigation matters and $135 to $150 per hour for litigation. The firm will bill for any ancillary charges incurred on behalf of the City as a direct pass-through with no markup. We will lock these rates in for a one-year period. ,.- 10) Conflict of Interest Statement Provide a statement that the individual attorney or law firm agrees, while serving as the .".- City Attorney, not to undertake any representation of any person or entity in any matter adverse to the City. State whether the law firm represents any adjoining or neighboring municipality to the City of Colleyville or other public entity within Tarrant County. Also, indicate if the law firm currently represents any real estate development interest or company either currently or anticipating conducting business with the City. ".- Brown & Hofmeister will not undertake any representation in any matter adverse to the City. The firm understands the conflict that law firms encounter when representing private clients and governmental clients in the same practice. We have strict guidelines in place to prevent any conflict of interest. As a firm dedicated to its municipal law practice, our internal policies prohibit the representation of private parties in judicial or administrative proceedings involving public entities. The firm makes a conscious effort to decline work opportunities from clients that exhibit a strong potential for conflicts. As a result, we decline work from builders, developers, utilities, telecommunication firms, and other business entities who have historically taken adverse positions against municipalities. Furthermore, Brown & Hofmeister does not and will not represent any real estate development interest or company currently or anticipating conducting business with the City. Brown & Hofmeister represents municipalities in Tarrant County; consequently, attorneys at the Firm are very familiar with the issues in the Colleyville area. We have represented the City of Arlington as special counsel since 1989. We also represent economic development interests in the area, such as the Benbrook Economic Development Corporation. The Firm does not, however, represent any of the municipalities that share a common border with Colleyville and therefore will have no conflict representing the City in economic development opportunities that could potentially involve those neighboring municipalities. ".- Brown & Hofmeister, L.L.P. ,.-- Attorneys and Counselors 740 E. Campbell, Suite 800 Richardson, Texas 75081 (214) 747-6100 www.bhlaw.net ATTORNEY PROFILES /'~ 1"- Brown & Hofmeister, L.L.P. LENGTH OF PRACTICE 18 years r' Robert F. Brown Partner PRIMARY AREA OF PRACTICE Mr. Brown has developed a focus in litigation and appellate practices with emphasis in municipal law, including areas of constitutional law, civil rights,employment discrimination, zoning, land use, condemnation, water law, personal injury, construction law and injunctions. PROFESSIONAL AFFILIATIONS ~ American Bar Association, Member Dallas Bar Association, Member Federal Bar Association, Member National Order of Barristers, Member Texas City Attorneys Association, Member LICENSES State Bar of Texas, Member United States District Court for the Northern & Eastern Districts of Texas United States Court of Appeals, Fifth Circuit United States Supreme Court EDUCATION Texas Tech University School of Law Doctor of Jurisprudence, 1986 r' Texas A & M University Bachelor of Business Administration, 1983 Brown & Hofmeister,L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 (214}747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. LENGTH OF PRACTICE 23 years r- Mark E. Goldstucker Partner PRIMARY AREA OF PRACTICE Mr. Goldstucker joined the Firm after more than two decades of private and public practice. Prior to joining the Firm he served as the Chief of the Federal Civil Rights Section at the City of Dallas, Texas. He has developed a state and federal litigation practice with an emphasis in state and local government law, including the areas of municipal law, civil rights, and commercial litigation. PROFESSIONAL AFFILIATIONS r- American Bar Association, Member Federal Bar Association, Member Dallas Bar Association, Member Texas City Attorneys Association LICENSES & BAR ADMISSIONS State Bar of Texas, Member United States District Court, Northern and Eastern Districts of Texas United States Court of Appeals, Fifth Circuit United States Supreme Court EDUCATION The University of Texas School of Law Doctor of Jurisprudence, 1980 The University of Texas at Austin r- Bachelor of Science, 1976 Brown & Hofmeister,L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. PRIMARY AREA OF PRACTICE ,-. Kent S. Hofmeister Partner LENGTH OF PRACTICE 28 years Mr. Hofmeister is actively engaged in a state and federal litigation and appellate practice with an emphasis in state and local government law, including the areas of constitutional law civil rights, employment discrimination, zoning and land use and personal injury. Before joining the firm, Mr. Hofmeister was an assistant city attorney with the Dallas City Attorney'~ Office, where he served as Chief of the Federal Litigation Section for more than five years. Language: Spanish. PROFESSIONAL AFFILIATIONS American Bar Association, Member ~ Dallas Bar Association, Member Federal Bar Association, National President 2002-03 State Bar of Texas, Member LICENSES United States District Court for the Northern, Western, and Eastern Districts of Texas United States Court of Appeals, Fifth and Eleventh Circuit United States Supreme Court U.S. Court of Appeals for the Armed Forces EDUCATION Southern Methodist University School of Law Juris Doctor, 1976 Southern Methodist University Bachelor of Fine Arts, 1973 ,-. (lnstituto de Cultura Hispanica, University of Madrid campus, Madrid, Spain, spring semester, 1972) Brown & Hofmeister, L.L.P., 740 E. Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. LENGTH OF PRACTICE 21 years ~ Mark S. Houser Partner PRIMARY AREA OF PRACTICE Mr. Houser has developed a state and federal litigation practice with an emphasis in state and local government law, including the areas of municipal, zoning and land use, economic development, real estate, and commercial lending. PROFESSIONAL AFFILIATIONS American Bar Association, Member Collin County Bar Association, Member r-- Dallas Bar Association, Member LICENSES State Bar of Colorado, Member State Bar of Texas, Member United States District Court for the Northern & Eastern Districts of Texas United States Court of Appeals, Fifth Circuit United States Supreme Court EDUCATION University of Kansas Doctor of Jurisprudence, 1983 Universtiy of Kansas Bachelor of Arts, 1980 r-- Brown & Hofmeister, L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. PRIMARY AREA OF PRACTICE -- Terrence s. Welch Partner LENGTH OF PRACTICE 25 years Mr. Welch has more than two decades of municipal law experience and is a frequent speaker on issues facing public and business entities in Texas. His focus includes state and federal court litigation and appellate practice with emphasis in municipal law, including civil rights, constitutional law, employment discrimination, personnel matters, zoning and land use litigation. PROFESSIONAL AFFILIATIONS American Bar Association, Section Chair, State and Local Government Law Section (2004-05) Federal Bar Association, Member r-- Dallas Bar Association, Member LICENSES Star Bar of Texas, Member United States District Court for the Northern & Eastern Districts of Texas United States Court of Appeals, Fifth Circuit United States Supreme Court EDUCATION The University of Texas at Austin Lyndon Baines Johnson School of Public Affairs Master of Public Affairs, 1981 University of Houston College of Law Doctor of Jurisprudence, 1979 r- University of Illinois at Urbana-Champaign Bachelor of Arts, 1976 Brown & Hofmeister,L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. PRIMARY AREA OF PRACTICE ,'- Edwin P. Voss, Jr. Partner LENGTH OF PRACTICE 22 years Mr. Voss entered private practice after over ten years experience as an assistant city attorney for Dallas, Texas. His prior experience included practice with a major defense contractor and other government work. His primary areas include litigation and appellate practice involv- ing civil rights, constitutional law, municipal land use, municipal zoning and ordinance defense, housing discrimination, employment law, and personal injury and construction contracts. His practice includes handling litigation from the pre-trial and trial stages through interlocutory and final appeals, at all levels, as well as a steady municipal practice. ",-- PROFESSIONAL AFFILIATIONS American Bar Association, Member Dallas Bar Association, Member Federal Bar Association, Member, Former President, Dallas Chapter LICENSES Board Certified Civil Appellate Law, Texas Board of Legal Specialization State Bar of Texas, Member United States Court of Appeals, Fifth Circuit United States District Court for the Northern and Eastern Districts of Texas United States Supreme Court EDUCATION Baylor University School of Law Doctor of Jurisprudence, 1982 ,- Baylor University Bachelor of Arts, 1980 740E.Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. LENGTH OF PRACTICE 5 yea rs /_. Meredith A. Ladd Associate PRIMARY AREA OF PRACTICE Ms. Ladd entered private practice after serving as an Assistant City Attorney for the City of Arlington and College Station, Texas. Ms. Ladd has an emphasis in state and local government law, including the areas of general representation, contracts, open records and municipal court prosecution. PROFESSIONAL AFFILIATIONS American Bar Association, Member Dallas Bar Association, Member ,'-- Federal Bar Association, Member Texas City Attorneys Association, Member LICENSES & BAR ADMISSIONS State Bar of Texas, Member United States District Court; Western, Eastern, Southern, and Northern Districts of Texas United States Court of Appeals, Fifth Circuit EDUCATION Texas Wesleyan University School of Law Doctor of Jurisprudence, 1998 Texas Wesleyan University Bachelor of Arts, 1996 ,-- Brown & Hofmeister,L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. lENGTH OF PRACTICE 15 years ~ Alan D. Lathrom Associate PRIMARY AREA OF PRACTICE Mr. lathrom joined the Firm after a career in both public and private practice, including seven years as an Assistant City Attorney at the City of Arlington, Texas. Mr. lathrom's practice has an emphasis on state and federal litigation, state and local government law, government contracts, land use, and municipal zoning law. PROFESSIONAL AFFILIATIONS International Municipal Lawyers Association, Member ,.-. Texas City Attorneys Association, Member LICENSES & BAR ADMISSIONS State Bar of Georgia, Member State Bar of Texas, Member Supreme Court of the State of Georgia Court of Appeals of the State of Georgia United States District Court, Northern District of Georgia United States District Court, Northern and Eastern Districts of Texas EDUCATION Southern Methodist University Doctor of Jurisprudence, 1989 University of Texas at Dallas Bachelor of Arts, 1985 ~ Brown & Hofmeister,L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 {214}747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. LENGTH OF PRACTICE 13 years .-- Jeff L. Moore Associate PRIMARY AREA OF PRACTICE Prior to joining Brown & Hofmeister, Jeff Moore served as an Assistant Attorney General with the Texas Attorney General's office. He served as Chief of the Municipal Affairs Section of the Office of the Attorney General. With the Texas Department of Economic Development and State Comptroller's Office, Mr. Moore assisted with the Section 4A / 4B Sales Tax Training Seminars required by the 77th Legislature. Mr. Moore has an emphasis in local government law, including the areas of general representation, economic development, open meetings, open records, and municipal court prosecution. ~ PROFESSIONAL AFFILIATIONS American Bar Association, Member Dallas Bar Association, Member Texas City Attorneys Association LICENSES & BAR ADMISSIONS State Bar of Texas, Member EDUCATION Texas Tech University School of Law Doctor of Jurisprudence, 1991 The University of Texas at Austin Bachelor of Arts, 1987 .-- Brown & Hofmeister,L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net Brown & Hofmeister, L.L.P. PRIMARY AREA OF PRACTICE .-- Tatia R. Randolph Associate LENGTH OF PRACTICE 8 yea rs Ms. Randolph joined the Firm after eight years of public law practice including three years as an Assistant City Attorney for the City of Dallas, Texas, and five years as Senior Law Clerk at the u.s. District Court for the Northern District. Ms. Randolph has an emphasis in state and local government law, including the areas of litigation, general representation, contracts and municipal court prosecution. ,.-.- PROFESSIONAL AFFILIATIONS American Bar Association Dallas Bar Association, Member Federal Bar Association, Member State Bar of Texas, Member LICENSES United States District Court for the Northern Districts of Texas United States Court of Appeals, Fifth Circuit EDUCATION South Texas College of Law, Houston, TX Doctor of Jurisprudence, 1995 University of Texas Bachelor of Arts, 1988 - I Brown & Hofmeister,L.L.P., 740 E.Campbell, Suite 800, Richardson, Texas, 75081 (214)747-6100 www.bhlaw.net - The Law Office of J. KEVIN CAREY ATTORNEY AND COUNSELOR 1305 W. Magnolia Ave., Ste. A Fort Worth, Texas 76104 Board Certified Personal Injury Trial Law Texas Board of Legal Specialization Local 817-926-9944 Toll Free 877-926-9944 Facsimile 817-926-2499 January 13, 2005 Bill Lindley City Manager, Colleyville 100 Main St. Colleyville, TX 76034 Re: Request for Proposal for Legal Services Dear Mr. Lindley: We were excited when we found out about the opportunity to serve the City of Colleyville by providing them with legal counsel. I know it might sound strange, but we both have developed almost a "soft spot" in our hearts for city government. I served on a city council until we moved, and much of Justin's earliest work as a new lawyer involved defending small counties and cities. We have a small firm, and admittedly do not represent any other cities at this time, but have discussed ways in which we might develop this practice before we even found out about your request for proposals. Enclosed you will find a brief narrative about the firm and what we can do for Colleyville. rtr 01 JKC/jln letter billlindleywpd The Law Office of J. Kevin Carey opened in April, 2000, and has been in continuous operation since that time. Prior to that, Kevin Carey had worked as an associate and partner at a medium-sized defense firm in Fort Worth. Justin Brown joined the firm as an associate in the summer of 2004. In addition, six support personnel assist the attorneys in representing their clients. A brief biographical sketch of both attorneys: J. Kevin Carey born Houston, Texas, August 13, 1964; admitted to Texas bar, 1989; admitted to U.S. District Courts in the Northern, Southern, Eastern and Western Districts of Texas, and the Federal Court of Appeals for the Fifth Circuit. Undergraduate: Baylor University, B.A. 1986. Law: South Texas College of Law, J.D. 1988 Recipient, American Jurisprudence A ward Author: "Professionalism," Young Lawyer's Division of ABA Professionalism and Ethics Journal Member: State Bar of Texas; Tarrant County Bar Association; Association of Trial lawyers of America; and the Texas Trial Lawyers Association Board Certified, Personal Injury Trial Law by the Texas Board of Legal Specialization since 1996 Lecturer in the "Advanced Expert Witness Course II" presented by the State Bar, February 2001. Justin Brown born Fort Worth, Texas, October 1, 1976; admitted to Texas bar 2002; admitted to U.S. District Courts in the Eastern District of Texas and the Federal Court of Appeals for the Fifth Circuit. Undergraduate: Baylor University, B.A. 1999. Law: Baylor University, J.D. 2002. Relevant coursework: Baylor Law: Civil Liberties (A); Fed. Courts (A-); Local Governments (A); CLE: University of Texas Essential Employment Law 2004; Federal Appellate Practice 2003 Member: State Bar of Texas; Tarrant County Bar Association, Tarrant County Young Lawyers Association The law firm has maintained the same physical address since it began, occupying a suite on Magnolia Street, in the medical district of Fort Worth. However, the firm is currently involved in negotiations as it actively seeks to expand its office space. Additional physical resources include all the office equipment necessary to run a full service boutique litigation and legal counseling firm. Necessary resources are maintained to handle everything from prosecuting complex plaintiffs medical malpractice cases to the research ability required for appellate work and to deliver opinion letters on a variety of business decisions clients make. Though not currently representing any municipalities, neither attorney is a stranger to municipal litigation, and the firm's courtroom and litigation experience is one of its strengths. Through their knowledge of how the litigation process works, they can help the City of Colleyville navigate through the litigation minefield. Few understand as well as Kevin Carey what can happen if a city does not do what it can to avoid liability. Representing four former city employees of Weatherford, he obtained a record setting $1.85 million verdict against the city for retaliation of whistleblower activities. (Appeal at Ciry if Weatherford v. Catron, 83 S.W.3d 261 (Tex. App.-Fort Worth 2002, no pet.)). Not only does he have extensive and successful trial experience, but he also has experience outside of the courtroom and the litigation process that will benefit the Colleyville city government as he advises them. He has served as the legal adviser to clients such as the Tarrant County Republican party, and knows fltst-hand about city government, having served on the Crowley City counsel. Prior to joining the fltm,Justin Brown worked for a medium-sized fltm in East Texas where he gained a great deal of relevant experience in a short amount of time. Though not personally approved yet as TML defense counsel, as an associate he was instrumental in obtaining favorable judgments for the cities of Nacogdoches and Lufkin on employment discrimination matters handled by the Texas Municipal League. He did this not only at the trial court level but at the 5th Circuit Court of Appeals as well. (See the memorandum opinion attached, giving the background of a case in which Justin obtained summary judgment and wrote the majority of the appellee brief.) In addition, Justin worked for small counties in the area. His fltst trial experience was in successfully defending Tyler County on a road liability matter. (See attached copy of the Verdict Search case report). He also advised Tyler County on a voting rights question, worked for them on a suit brought against them by a visitor to the county jail, and for San Augustine County on an FLSA employment suit brought by workers at their county jail. His knowledge of the municipal liability defense framework and process, as well as his continuing education and work in the employment litigation field, will assist the fltm in advising the city on avoiding potential liability. By charging below-market rates and taking advantage of small-fltm efficiency and communication, the fltm is able to deliver excellent results, and at a lower cost to the client than larger fltms. This business model has been successful, both for the fltm and its clients. Not only does it obtain favorable results once litigation arises, but clients are able to make the right decisions to either position themselves favorably in anticipation of litigation, or avoid litigation altogether. Continuing communication between attorneys and their clients is one of the most frequently overlooked, but most important steps to avoiding lawsuits. This realization is a hallmark of the fltm's practice. Clerical support and preparation oflegal documents can be expected to be produced in the same manner delivered to all of the fltm's clients - with boutique fltm efficiency. The fee structure would be very similar to other clients. Both of the fltm's attorneys will work for the city at the below-market rate of $125/partner hour, $100/associate hour, and $50/paralegal hour. Bills are typically submitted quarterly in six minute increments, but could easily be billed in ten minute increments as the proposal guidelines suggest. Travel expenses, excluding travel to and from our office and Colleyville, would be reimbursed by the city, as well as copying, long distance calling and faxing. As stated, the fltm does not currently represent any local governments, nor does it have any pending suits against Colleyville or any other governmental entity. The law fltm does not currently represent either the Texas Association of Counties or the TML intergovernmental risk pool. After a reasonable inquiry, no current client has known business before the City of Colleyville. While many attorneys and some law fltms specialize in representing municipalities, the City of Colleyville has a unique opportunity to have cost-effective attorneys experienced in city issues helping the City of Colleyville and the City of Colleyville alone. JAN-12-2005 WED 04:09 PM VerdiclSearch FAX NO, 212 313 9145 p, 01/03 ~J V E R DIe T~IEAlC!HJ '''__-----0;.............__ To: Juftlin Brown tirom: Danna Geraci Fir Ill: l'u~lkation: VrrdictScarch T~xa~ Fax llulIIl)(~r; _. , 8t7-926~2499 Pale: ,Jan. 12,2005 l{c: Graham ca~c Totn! (Iat:"~ including covn; 3 Dear Mr. Brown, Here is the Graham case as you requested. Please feel free to contact me should you have any additional comments or questions. Thanks very much. Best Regards, ~llilLt0:iP'l(l{, ' Danna Geraci Editor VerdictSearch Texas 105 M..dlson Avenue New York, New York 10016 Ph: 1.800.537.2128 FJx:212.313.9145 www. V E R Die T ~ EAR ell. com JAN-12-2005 WED 04:09 PM VerdiclSearch FAX NO, 212 313 9145 p, 02/03 DRAPT TEXAS TYLER COUNTY MOTOR VEHICLE Sjn-g"le'Vehlcl~ ~ Ro~;d Defect - State Tort Clafms Act ___m,,_ Ilcavy rain on New Year's Eve 1990 washed out dirt road Verdict 1J~'fcJ1sC' Case Patsy (Jmham ann Willis Orahnlll v. Tyler County, No. 13,901 Court Tykr COllllly District C()urt, 881h Judge Earl B. STover Date 5/28/2003 Plaintiff Attorney(s) J('rry Pusch (lc'ld), Houston, 'l'X Defense Attorney(s) Todd Kassaw (co-Ieml), Zeleskey, C011lclius, Hallmark, Roper & IIicks, Lufkin, TX Justin Brown (co-Ie,ld), Zeleskey, Cornelius, Hallmark, Roper & Hicks, Lufkin, TX Facts & Allogations Pbinliff Pal~y GrnhJnJ, 51, n 1I\Ir~c, was driving On all unpltved counly road off ofF.M, 255 in Tyler Coumy, On New Year's Day 1990.11 had railH:d he:lVily lhe previous day. She drove into an arCa of the roarl thnt she alleged WaS wa~hcd out and sUSlained injuries and propelly d:lnlJge. although she made it through the alleged washout. She was drivinr. a Chevrolet Cuvali\?l'. She lIntl hel' husband, Willi." II bricklayer, sued the county t:odcr the Tex~s Tort Claims Act for negligently failing to mah' the rOJd sal~ or warn ofthll washout. The county denicd thJt 11ll: road was washed out and argued that she just hit a rough spot. The counly contended th:H. evell iftllC road was wa~hcd OUI, the county could not have knO\Vll, given that the incident occurred after a huliday weekend. The county al.<;o argued that othcr people had driven across the seCTion ofrond in question, all shown by rim tracks in photos. Th(, coul1ty nlsu introdU(;ed evidence of what a safe spt:ccl \)11 thl' !'O:td would have been, said dL'flolllSe cO\l11~el. Thl, c.;,I~l' 11:111 b\?l'n lried [wict: betorc. Both tillles, a Vt:'rdiel fJyoring the COlillly was I'cver~cd and rl'mil1Jded, Atl(>rnl"Ys for the Urah:J.ms did noT contribute to Ihis report. Injuries/Damages back and lIeck; hip; t1epr~ssion; l:1mineclomy; loss of consortium PalSY cl.limed hip, neck and b:lck injuries, She underwent two opcralioIls, inchl(iing a Iaminectumy <It L4.L5. She claimed 10 ~uffer from dcprl'ssion as a n:~ult oCher neck ond back ilULlries, She asked for $68,348.08 in past mcdic~l bills, plus allunspccif1cJ amount for 13 years of pas I pain alld suffering. The COllllly nrgllec1 thnt Pal~y's depression <Inti back problems were pn.lcxistiug and noted that the only rlamage to her cnr wa~ a $300 pl;lSti() lender Ihat had to b~ rcplilced, Result The j\ll'Y fuund no lil'gligence against Ihe county, Till; judge declined to suhmit comp<ll'iltive fall It, said defense COlllls('1 Justin Brown. D:lJl1a~es would have b()cl1 capped o.t $100,000, llrown noted, Willis Clrahall1 had prl~ViOLL'ily bel"n a Tyler County Cummissioner, before bcinn voteu (lilt illlhc late 19805. JAN-12-2005 WED 04:10 PM VerdiclSearch FAX NO. 212 313 9145 p, 03/03 Plaintiff(s) Patsy Graham Willis Graham Demilod NOJlG Offer NOlie lnstlrer(s) None rcporlcd Trial Details Trial Length: 2 Days Jury Deliberations: 1.5 Hours Jury Poll: 11-1 Jury Composition: -' m~lc, 9 female; 2 black, 10 whiTe Plaintiff Expert(s) Leu l\lpejoy, M.D,. Il1edjc~l/hcalth, J~spl'r, TX (ktTY Pusch) (treater; deposition) Defense Exp~rt(s) Nom; reportcd Post-Trial NOlll,) reported Editor's Note None reported Plaintirf(s) DGmo~Jraphics Patsy Graham Age: 51 Y~'ars Occupation: nurse Gender: h'male Married: Yes Children: NOllc reporll,:d Children Description: None reported Willis Graham Age: 50 :) Occupation: bricklayer Gender: Male Married: Ycs Children: None reported Children Description: None rcpol'led Written By -John Schneider United States Court of Appeals Fifth Circuit FILED IN THE UNITED STATES COURT OF APPEALS FOR THE FIFTH CIRCUIT May 25, 2004 Charles R. Fulbruge III Clerk No. 03-41238 Summary Calendar THOMAS F SNODDY Plaintiff - Appellant v. CITY OF NACOGDOCHES Defendant - Appellee Appeal from the United States District Court for the Eastern District of Texas No. 9:00-CV-12 Before KING, Chief Judge, and DAVIS and BARKSDALE, Circuit Judges. PER CURIAM: * Plaintiff-Appellant Thomas F. Snoddy, a former police officer for Defendant-Appellee the City of Nacogdoches, brought a Title VII lawsuit against the City alleging that he was denied a promotion, demoted, harassed, and constructively discharged both on account of his race and In retaliation for his past complaints of discrimination. Snoddy appeals from the district court's Pursuant to 5TH CIR. R. 47.5, the court has determined that this opinion should not be published and is not precedent except under the limited circumstances set forth in 5TH CIR. R. 47.5.4. No. 03-41238 -2- grant of the City's motion for summary judgment on each of these claims. For the following reasons, we AFFIRM. I. BACKGROUND Snoddy, an African-American, was employed by the City as a police officer from 1993 until he resigned in April 1999. In early 1994, according to Snoddy, he began reporting to his superiors various incidents of racial discrimination within the police department. Snoddy alleges that his complaints did nothing to end the discrimination and instead caused a backlash as his supervisors within the department subjected him to "trumped-up" disciplinary actions and unfair performance evaluations, denied him a promotion, and removed him from the department's Field Officer Training ("FTO") program. Snoddy further claims that he felt compelled to resign as a result of this series of discriminatory incidents. In January 2000, Snoddy brought suit against the City alleging employment discrimination and retaliation, in violation of Title VII of the Civil Rights Act of 1964, as amended, 42 D.S.C. 5 2000e et seq., based on his non-promotion, demotion, harassment, and constructive discharge claims.1 In May 2003, Snoddy noticed a deposition under Rule 30(b) (6), requiring the City to provide a witness with information about the police ~ According to the district court, Snoddy also brought claims under 42 D.S.C. 5 1983, alleging that the City had retaliated against him in violation of his First Amendment rights. But because Snoddy does not reassert these claims on appeal, we will not address them. No. 03-41238 -3- department's promotion practices during Snoddy's tenure as a police officer. The City filed a motion to quash this deposition and subsequently filed a motion for summary judgment. The district court granted both motions and entered a final order dismissing Snoddy's claims with prejudice. Snoddy now appeals the district court's resolution of both motions. II. DISCUSSION A. Ouashinq the Deposition Snoddy first asserts that the district court erred in granting the City's motion to quash his Rule 30(b) (6) deposition. The district court found that the deposition was "unreasonably cumulative and duplicative" since it believed that Snoddy had already obtained the information he was seeking by deposing both Elizabeth Sanchez and Police Chief William Lujan.2 In addition, the district court found that Snoddy had more than ample time, in the years that the case was pending, to develop the facts of his case. It therefore quashed the deposition under Federal Rule of Civil Procedure 26(b) (2). "We review a district court's decision denying discovery, including quashing deposition subpoenas, for abuse of discretion." Theriot v. Parish of Jefferson, 185 F.3d 477, 491 2 The district court also observed that these witnesses were provided by the City under Rule 30(b) (6). In fact, both before the district court and this court the City claims that, had it been required to cooperate with this third deposition, it would have considered Chief Lujan the appropriate witness to testify regarding the police department's promotion policies. No. 03-41238 -4- (5th Cir. 1999). Snoddy argues that the deposition should not have been quashed because he did not obtain the information he was seeking--the identity of the official responsible for the promotion decision and the educational and experiential qualifications of the white candidate who was selected--in either of the previous depositions. Snoddy also claims that the district court should have granted his request for a continuance, under Rule 56(f), which would have allowed him to conduct the deposition before the court ruled on the City's pending summary- judgment motion. We disagree. The Federal Rules expressly state that a district court may limit a party's discovery if that party "has had ample opportunity . to obtain the information sou g h t." FE D . R. C I V. P. 2 6 (b) (2) (i i) . Furthermore, a party who "has not diligently pursued discovery" is not entitled to a continuance under Rule 56(f). See, e.q., Beattie v. Madison Count v Sch. Dist., 254 F.3d 595, 606 (5th Cir. 2001). Thus, the district court did not abuse its discretion in quashing the deposition and ruling on the City's motion for summary judgment without granting a continuance. Cf. Walls v. General Motors, Inc., 906 F.2d 143, 147 (5th Cir. 1990) (" [The plaintiff] had ample time and sufficient opportunities to conduct the discovery procedures which he complains were denied him. He cannot now lay his failure to conduct discovery at the feet of the district court.") . B. Summary Judqment No. 03-41238 -5- Snoddy also attacks the district court's grant of summary judgment to the City on his discrimination and retaliation claims. We review a district court's grant of summary judgment de novo, applying the same standard as the district court. Fierros v. Tex. Dep't of Health, 274 F.3d 187, 190 (5th Cir. 2001) . Summary judgment lS proper when the record, viewed In the light most favorable to the non-moving party, demonstrates no genuine issue of material fact and where the moving party is entitled to judgment as a matter of law. See FED. R. Crv. P. 56(c); see also Blow v. City of San Antonio, 236 F.3d 293, 296 (5th Cir. 2001). Moreover, "[t]he moving party is entitled to a judgment as a matter of law [if] the nonmoving party has failed to make a sufficient showing on an essential element of her case with respect to which she has the burden of proof." Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986) (internal quotation marks omitted). 1. Non-Promotion Before the district court, Snoddy alleged that the City did not promote him to a detective position in the fall of 1997--choosing instead to promote Greg Johnson, a white male--both on account of Snoddy's race and in retaliation for his previous complaints of racial prejudice within the police department. To prove intentional discrimination under the now- familiar McDonnell Douolas burden-shifting framework, Snoddy was first required to establish a prima facie case by a preponderance No. 03-41238 -6- of the evidence. See McDonnell Douqlas Corp. v. Green, 411 U.S. 792, 802 (1973). It is undisputed that Snoddy met this burden: (1) he is African-American, (2) he was qualified for the position, (3) he was not selected, and (4) the position was filled by a white applicant. Cf. Blow, 236 F.3d at 296 (discussing the elements of a prlma facie case). Snoddy's prlma facie case created a presumption of discrimination, shifting to the City the burden of producing a legitimate, nondiscriminatory reason for not promoting Snoddy. Id. at 296-97. The district court found that the City fulfilled its burden by showing that it selected Greg Johnson because he outs cored Snoddy on all three of the relevant criteria--the performance review, the interview, and the number of years of service in the department. Thus, to overcome the City's motion for summary judgment, Snoddy bore the burden of providing sufficient evidence from which a reasonable jury could conclude that the City's reason was pretextual. Price v. Fed. Express Corp., 283 F.3d 715, 720, 723 (5th Cir. 2002). Snoddy could have satisfied this burden by demonstrating that he was "clearly better qualified" for the detective position than the employee selected by the City. See id. at 722. Nevertheless, we have cautioned that, "unless disparities in curricula vitae are so apparent as virtually to jump off the page and slap us in the face," we will not second- guess an employer's promotion decisions. Odom v. Frank, 3 F.3d 839, 847 (5th Cir. 1993). Snoddy believes that his two college ( No. 03-41238 -7- degrees in criminal justice, compared to Johnson's high school education, demonstrate his superior qualifications. There is no evidence that a college degree was required for the detective position, however. Thus, in light of Johnson's higher scores in each of the selection criteria, Snoddy has not demonstrated that he was clearly more qualified for the detective position. See Mannino v. Chevron Chern. Co., 332 F.3d 874, 882 (5th Cir. 2003). Snoddy also attempts to prove pretext by pointing out that most of the City's selection criterial were inherently subjective. But this fact alone does not create an inference that the City's proffered reasons for choosing Johnson were pretextual. See id. Accordingly, we affirm the district court's grant of summary judgment on Snoddy's discriminatory non-promotion claim. Snoddy also alleged that the City chose not to promote him in retaliation for voicing his complaints of racial discrimination within the department. To establish a prima facie case of retaliation under Title VII, Snoddy was required to demonstrate: "(I) that [he] engaged in activity protected by Title VII, (2) that an adverse employment action occurred, and (3) that a causal link existed between the protected activity and the adverse employment action." Fierros, 274 F.3d at 191 (internal quotation marks omitted). The district court held that Snoddy did not satisfy the third prong of this test because he proffered no evidence--other than his own subjective ",...-,. beliefs--that retaliation played a role in the City's promotion No. 03-41238 -8- decision. Critically, the court noted that Snoddy did not allege or prove that the officials responsible for choosing among the candidates for the detective position were aware of his previous complaints of race discrimination. Notwithstanding Snoddy's other arguments to the contrary, we affirm the district court's grant of summary judgment on this basis. Cf. Mannino, 332 F.3d at 883-84 (affirming the grant of summary judgment to an employer on a retaliation claim because the employee did not prove that the individuals who denied his transfer request knew he had engaged in a protected activity). 2. Demotion In his complaint, Snoddy also alleged that the City removed his duties as an FTO in the spring of 1998 both because of his race and in retaliation for his past complaints of race discrimination. The district court held that Snoddy had not satisfied a prima facie case of discrimination or of retaliation under Title VII because withdrawing Snoddy from the FTO program was neither a demotion nor any other type of adverse employment action. Specifically, the district court noted that while Snoddy was no longer required to perform additional training duties as a result of the department's decision, his primary job title, pay, hours, and benefits remained the same. Snoddy does not attack the legal basis of these conclusions on appeal. Instead, he contends that the district court erred by not noticing the City's concession, in its motion for summary No. 03-41238 -9- judgment, that removing Snoddy from the FTO program was the equivalent of demoting him. Our review of the City's motion, however, did not reveal any such concession.3 We therefore uphold the district court's grant of summary judgment on Snoddy's demotion claims. 3. Harassment Snoddy presents two arguments against the district court's grant of the City's motion for summary judgment on his claim of racial harassment. First, Snoddy points out "that a district court may not grant summary judgment sua sponte on grounds not requested by the moving party." John Deere Co. v. Am. Nat'l Bank, Stafford, 809 F.2d 1190, 1192 (5th Cir. 1987). While this is a correct statement of law, the City explicitly challenged the validity of Snoddy's harassment claim in its motion for summary judgment. 4 Thus, John Deere does not apply to the case at bar. 3 Snoddy relies on the following sentence in the City's motion: "The City asserts that the removal of [Snoddy] from his FTO duties was not a promotion/demotion decision, but is confined, for summary judgment purposes, to [Snoddy's] pleadings in which he asserts that this was a demotion." In our view, the latter half of this statement merely explains that the City chose to address Snoddy's removal from the FTO program as a demotion claim--not as a second non-promotion claim. This interpretation comports with the first half of the sentence, which more clearly states that the City does not agree that Snoddy was demoted. In fact, the City's motion discusses the legal standards for proving harassment, defends the department's treatment of Snoddy, and then concludes: "Since any alleged harassment conjured up from the evidence. . cannot meet the stringent requirements of a hostile working environment claim, this claim should fail as a matter of law and summarv ludament is appropriate" (emphasis added). No. 03-41238 -10- Second, Snoddy asserts that the district court erred in holding that there was insufficient evidence for a reasonable jury to conclude that he was racially harassed by his supervisors in the police department. To prevail on his claim of racial harassment, Snoddy was required to prove that: "(1) [he] belongs to a protected group; (2) [he] was subj ected to unwelcome harassment; (3) the harassment complained of was based on race; [and] (4) the harassment complained of affected a term [, ] condition or privilege of employment." Celestine v. Petroleos de Venezuella SA, 266 F.3d 343, 353 (5th Cir. 2001) A court will not find that the harassment "affected a term[,] condition or privilege of employment" unless it was "'sufficiently severe or pervasive so as to alter the conditions of employment and create an abusive working environment.'" Id. (quoting Watts v. Kroqer Co., 170 F.3d 505, 509 (5th Cir.1999)). According to the district court, Snoddy did not meet either the third or the fourth prong of the Celestine test. In challenging this conclusion, Snoddy asserts that the district court overlooked the record evidence that supported his claim. For example, he points to his sworn statement that: "Negative comments were included in my performance evaluations as a result of my race and my reporting racial prejudice within the Police Department." The district court was not required to credit this conclusory allegation of discrimination, however. No. 03-41238 -11- See AUQuster v. Vermillion Parish Sch. Bd., 249 F.3d 400, 403 & n.3 (5th Cir. 2001). Snoddy also highlights the fact that the City was unable to identify a single white employee who received a reprimand, as Snoddy did, for arriving two minutes late to roll call. This argument rests on a fundamental misunderstanding of the burden of proof. While Snoddy could have created an inference that the reprimand was racially motivated by showing that similarly situated white employees were treated differently, see, e.g., Mavberrv v. VOUQht Aircraft Co., 55 F.3d 1086, 1090 (5th Cir. 1995), the City was not required to demonstrate that a white employee committed an identical violation, and received an identical reprimand, in its motion for summary judgment. Furthermore, Snoddy's contention that the district court ignored evidence, which tended to demonstrate that he was unjustly disciplined by the City for conducting off-duty work in a criminal trial without department approval, lS similarly unavailing. In its motion for summary judgment, the City proffered evidence that Snoddy had requested, and had been denied, permission to conduct this type of off-duty work. In addition, the City proffered evidence of its investigation into this incident, which demonstrated that the department based its disciplinary action on testimony from witnesses who attended the trial and overheard Snoddy bragging about his work on the trial and the amount of money he was being paid. In response, Snoddy No. 03-41238 -12- simply argues that, had the City conducted a more thorough investigation, it would have discovered that he attended the trial as an observer, not as an employee of the defense team. Yet, Snoddy has proffered neither circumstantial nor direct evidence that the City's disciplinary decision was influenced by his race. Thus, the district court correctly held that Snoddy's disciplinary sanction was not an act of racial harassment. Cf. id. at 1090-92 (holding that an employee could not demonstrate race discrimination merely by showing that his employer's reason for suspending him was "wrong," because the employer's decision was made in good faith and the employee did not also show that similarly situated white employees were treated differently) . Snoddy's final complaint about the district court's resolution of his harassment claim centers on the City's decision to remove his training duties. Snoddy argues that the City's reliance on multiple, inconsistent reasons for withdrawing his participation in the FTO program is itself probative of pretext. Yet, even if we assume that the evidence in the record supports an inference that the officials who removed Snoddy's duties were motivated by his race, Snoddy has not demonstrated that this one action was so "sufficiently severe or pervasive" that he was subject to an "abusive working environment." Thus, the district court correctly concluded that the City was entitled to judgment as a matter of law on Snoddy's racial harassment claim. 4. Constructive Discharge No. 03-41238 -13- Finally, Snoddy contends that he presented sufficient evidence to survive the City's motion for summary judgment on his constructive-discharge claim. We agree with the district court, however, that because no reasonable jury could find that Snoddy was subjected to a hostile work environment based on the evidence in the summary-judgment record, a reasonable Jury also could not find that he was constructively discharged. See Brown v. Kinney Shoe Corp., 237 F.3d 556, 566 (5th Cir. 2001) ("Constructive discharge requires a greater degree of harassment than that required by a hostile environment claim.") III. CONCLUSION Accordingly, we AFFIRM the judgment of the district court. 'l1li&'11 Fanning Harper & Martinson January 12,2005 CityofColleyville City Council 100 Main Street Colleyville, TX 76'034 Dear City of Colleyville. City Council: Thank you for glvmg me the opportunity to submit our firm' s, propo~al to serve as counsel for the City of Colleyville. As head of the municipal law section at Fanning Harper & Martinson, I am- excited about the possibility of working with the City of Colleyville as legal counsel. r slncen~ly believe that you will be well pleased should the City of ColleyVille decide to retain our iaw firm. Our proposal begins with a brief biography ofeath attorney i~ our municipal law team. The remainder of the proposal tracks the content requested in the Request for Proposals. Should you desire any other information, please feel free to contact me. Thank you again for giving us an opportunity to submit our proposal to you. Ilook forward to discussing your needs for legaJ services in the very near future. Sincerely, ,~~ THOMAS P. BRANDT - 'I." Fanning Harper & Martinson, P. C. Attorneys and Counselors Two Energy Square . 4849 Greem~lle Avenu.e , Suite 1300. , Dallas, Texas 75206. .P 214,369,1300 F 214,987,9649 Fanning Harper & Martinson's proposal for the City of Colleyville' s General Legal Services and Municipal Court Prosecution Services TABLE OF CONTENTS I. MEET OUR MUNICIP AL LAW TEAM........................................................................... 2 II. STATEMENT OF QUALIFICATIONS ............................................................................ 6 III. FIRM RESOURCES......... ................................................... .... ... ... .... ................................. 7 IV. MUNICIP AL LIT GAT ION EXPERlECE ......................................................................... 8 V . SERVICE PHILOSOPHy..... .......... ................................................................................... 8 VI. METHOD OF SERVICE...................................................... .............................................. 9 VII. ASSIGNED PERSONNEL............................ .......................... ........................................... 9 VIII. MUNICIP AL CLIENT LIST AND REFERENCES ........................................................ 10 IX. TRANSITION COORDINATION......................................................... .......................... 12 X. FEE STRUCTURE...................................................................................... .............. ....... 12 XI. CONFLICT OF INTEREST STATEMENT .................................................................... 12 1 I. MEET OUR MUNICIPAL LAW TEAM Thomas Brandt serves as the head of the school law section at Fanning Harper & Martinson, P.C. Tom's practice focuses on the representation of local governmental entities, their officials and employees in a wide variety of matters in federal and state courts. Tom's practice includes representation of counties, cities and private sector clients in the areas of civil rights and employment matters. Tom graduated with a joint degree (J.D./M.B.A.) from the University of Texas School of Law and the Lyndon B. Johnson School of Public Affairs in 1985. Tom was awarded a Rotary Foundation Scholarship in 1988 to study international and comparative law in New Zealand. Tom has served as President of the Dallas Chapter of the Federal Bar Association and as president of the St. Thomas More Society of Dallas. Tom has been married to his wife, Mary, for 18 years. Tom and Mary have six children. Away from the office, Tom tries to keep up with his kids' schedules. Stephen Henninger is a director at Fanning, Harper & Martinson, P.c. His practice focuses on the representation oflocal governmental entities such as counties, cities, and school districts, as well as their employees, in a wide variety of matters including personal injury, civil rights, First Amendment issues, Fair Housing, and school law. Stephen is licensed before all courts in the State of Texas, the Federal District Courts for the Northern, Eastern, and Southern Districts of Texas, and the 5th Circuit Court of Appeals. Additionally, Stephen was recently licensed to practice law before the United States Supreme Court. Stephen graduated from the Texas Tech University School of Law, where he was the recipient of a Board of Regents Full Scholarship. He received his Bachelor of Arts degree from the University of Texas at Austin. Prior to joining FHM, he worked as an attorney in the litigation section ofthe City of Dallas' City Attorney's Office. Away from the office, Stephen enjoys spending time with his family, golfing and playing guitar. 2 John Roehm is a director at Fanning Harper & Martinson, P.C. John's practice focuses on municipal law and ad valorem tax matters in state and federal court. John is licensed in all courts in the state of Texas, the Federal District Courts for the Northern, Eastern and Western Districts of Texas and the Fifth Circuit Court of Appeals. John grew up an army brat but calls Texas home. John received a B.A. with honors from the University of Texas at Austin and a J.D. from St. Mary's School of Law. John is a member of several professional and civic organizations and was the President of the Dallas Chapter of the Federal Bar Association. When not practicing law, John enjoys traveling, snow skiing, tennis and golf. Mark Dyer is a director and member of the management committee for Fanning Harper & Martinson, P.c. Mark has been with the firm since graduating from Baylor Law School in 1989. He is board certified in personal injury trial law and is an active trial attorney defending individuals and companies in civil litigation matters, including premises liability, products liability, commercial ,- litigation and construction disputes. Mark was named one of Texas' Super Lawyers for 2003 and 2004 by Texas Monthly magazine. Mark and his wife have two young daughters and are active in church, school and community organizations. Mark is currently a member of the City of Irving's Planning and Zoning Commission. In July 2004, Mark was appointed to the Board of Trustees of the Baylor Health Care Center of Irving, and will serve a three-year term. When not practicing law, Mark enjoys marathon running, golf and spending time with his family. Nellie Hooper is an associate at Fanning Harper & Martinson, P.c. Her practice focuses on Employment Litigation, Local Government Defense and Appellate Advocacy. Nellie is licensed to practice in all Texas state courts and the United States District Courts for the Northern, Southern, Eastern and Western Districts of Texas. Nellie is also licensed to practice before the United States Supreme Court and the U.S. Court of Appeals - Fifth Circuit. Nellie is a graduate of South Texas College of Law. She also earned her undergraduate degree from the University of Texas at Austin. Prior to joining FHM, she served as a research and staff attorney for the Dallas Court of Appeals. Nellie enjoys reading, traveling and spending time with her family. 3 Robert Fugate is a director at Fanning Harper & Martinson, P.c. His practice focuses on civil appeals, including municipal law, school law, First Amendment, commercial litigation, insurance coverage and personal injury. Robert has handled appellate matters before the Texas Supreme Court, United States Fifth Circuit Court of Appeals and the Dallas, San Antonio, Houston (First District), Corpus Christi and Eastland Courts of Appeals. He filed the first "hyper-linked" CD-Rom brief filed with the Texas Supreme Court. This new technology includes all briefing, cited cases, and the complete appellate record on a single CD-Rom. Robert is a magna cum laude graduate of the University of Houston Law Center, where he was elected to the Order of the Coif. His undergraduate degree is in civil engineering from the University of Texas at Arlington. Prior to joining FHM, Robert served as a research and staff attorney at the Dallas Court of Appeals. Away from work, Robert enjoys traveling to National Parks with his family and salt-water fishing throughout the Gulf of Mexico. Amanda Bigbee is an associate at Fanning Harper & Martinson, P .C. Amanda primarily practices in the areas of municipal law and school law, which she fell into naturally as the daughter ofthe superintendent of Azle ISD. Amanda is licensed to practice in all Texas state courts and the United States District Courts for the Northern and Eastern Districts of Texas. Amanda attended Baylor University School of Law, where she was a member of the Order of the Barristers, Phi Delta Phi, and participated as a member of the American Bar Association Mediation Team. Her undergraduate degrees are in English and Political Science from Baylor University. At Baylor, Amanda served as President of Sigma Tau Delta, vice-president of Phi Alpha Delta, and fund-raising chair for the nation's first college Habitat for Humanity chapter. During her tenure at FHM, Amanda has helped write and organize materials for numerous client education seminars and industry-related conferences, including the Suing and Defending Governmental Entities 2004 conference. Away from the office, Amanda enjoys traveling, supporting her favorite sports teams, and theater. 4 Joshua Skinner is an associate at Fanning Harper & Martinson, P.C. His practice focuses on Local Government Defense, Employment Litigation, and Appellate Advocacy. Joshua is licensed to practice in all Texas state courts, the United States District Courts for the Northern and Eastern Districts of Texas, and the U.S. Court of Appeals for the Fifth Circuit. Joshua is a graduate of Ave Maria School of Law, where he served as president of the International Law Society and editor of the Oasis, the student newspaper. His undergraduate degree is in English from the University of Dallas. Joshua enjoys spending time with his wife and three children, traveling whenever possible, and reading. 5 II. STATEMENT OF QUALIFICATIONS The law firm of Fanning Harper & Martinson, P.c., has been providing its clients with high quality legal services at reasonable rates for over forty years. Our clients include cities, counties, school districts, private businesses and insurance companies. We provide our clients with general counsel services and litigation services in a wide variety of matters. We have 16 directors (partners), 11 associate attorneys, and approximately 25 members of the support staff. We pride ourselves on being small enough to give each client the personal attention they deserve and large enough to provide all the services our clients could need. Weare proud of the lawyers and staff at our firm-the ethical standards we have established for ourselves both professionally and personally ensure we will represent your interests with the highest level of integrity, while aggressively advocating on your behalf. In order to choose the best possible legal counsel, the City of Colleyville will need to look for a law firm that has: (1) a proven commitment to representing local governments; and (2) a wealth of experience in municipal law. We believe that we possess both the commitment and experience necessary to do an outstanding job for the City ofColleyville. Thomas P. Brandt, the head of our municipal law section, is a graduate of the University of Texas School of Law. Mr. Brandt's educational background includes not only a doctorate of jurisprudence but also a masters degree in public affairs from the nationally ranked Lyndon B. Johnson School of Public Affairs. Upon graduation in 1985, Mr. Brandt was selected to participate in the prestigious Presidential Management Internship program. After working as an assistant city attorney with the City of Dallas for three years, Mr. Brandt was awarded a Rotary Foundation Scholarship to study international law in New Zealand. Mr. Brandt's law degree, masters degree and L.L.M. level studies provide the breadth and depth of education you should seek in your legal counsel. Mr. Brandt's educational background in law and public affairs demonstrates not only that he has gone well beyond the minimum educational standards, but it demonstrates that he has, from the very beginning, focused his energies and attention toward representing public entities and officials. This focus and commitment to the public sector has also carried through in his practice. For the last twenty (20) years, he has spent the vast majority of his professional career representing cities, school districts, counties, and their officials. His commitment to representing public entities and officials is clearly evidenced by his track record. We encourage each of our lawyers to continue their educational endeavors through continuing education courses that are tailored to assist in our municipal law practice. We constantly strive to add to our knowledge base by participating in and attending conferences, seminars, and classes which will assist us in providing the best legal advice possible to municipalities. The lawyers in our municipal law section not only keep informed and educated about 6 current issues in municipal law, we actually are among the leaders in the field of municipal law. Our firm co-sponsored the most recent annual conference of the International Municipal Law Association held in San Antonio, Texas. Our lawyers have frequently presented papers and speeches to the State Bar, the Texas City Attorney's Association and other organizations about matters which concern Texas cities. A few examples of our most recent speeches are listed below: Date Event Paper Presented Presenter 07/23/04 State Bar of Texas Seminar Immunity for Individuals (Public Thomas P. "Suing and Defending official and public employees) Brandt Governmental Entities" 08/13/04 Texas Municipal League Premises Liability, the Texas Thomas P. Intergovernmental Risk Pool 14th Tort Claims Act, the Brandt Annual Workshop for Attorneys Recreational Use Statute and Governmental Entities 09/24/04 The Challenges Facing Local The Religious Land Use and Thomas P. Governments Annual Seminar Institutionalized Persons Act Brandt Fanning Harper & Martinson is committed to providing municipalities with affordable and accessible legal counsel. It is important for a law firm you hire to be committed to the area of municipal law and committed to providing you and your district with quick and accurate legal advice. With eight attorneys in the municipal law section of Fanning Harper & Martinson, we are small enough to make the City of Colleyville a primary commitment in our practice, but large enough to ensure that someone is always available to assist you with your legal matters. III. FIRM RESOURCES Fanning Harper & Martinson's primary office is located on the thirteenth floor of Two Energy Square, 4849 Greenville Avenue, Suite 1300, Dallas, Texas 75206. We have been at this location since 2001. We also have an office in Tarrant County that is the headquarters for three of our attorneys. It is just a few miles from Colleyville at 1600 Airport Freeway, Suite 407, Bedford, Texas 76022. Fanning Harper & Martinson maintained its offices from 1988 until 2001 at 8117 Preston Road, 3rd floor, Dallas, Texas 75225. Fanning Harper & Martinson is on the cutting edge of using technology to benefit our clients. Many of our research tools are now online, which enables us to find information we need while away from the firm library. Fanning Harper & Martinson filed the first "hyper- linked" CD-Rom brief filed with the Texas Supreme Court. This new technology includes all briefing, cited cases, and the complete appellate record on a single CD-Rom. References in the briefing were electronically linked to cited cases and record excerpts. The appeal was successful, and the Texas Supreme Court rendered judgment in favor of our client. In order to serve our clients promptly and efficiently, we are available to our clients by phone, cell phone, fax, and electronic mail. The City of Colleyville should not find it difficult to 7 get in touch with a member of the municipal team. Fanning Harper & Martinson has proven that it is on the cutting edge of the resources needed to provide the best service possible to our clients. IV. MUNICIPAL LITGATION EXPERIECE In order to choose the best possible legal counsel team, the City of Colleyville should look for a law firm that has proven to be competent and experienced. The municipal law attorneys at Fanning Harper & Martinson have over 60 years of combined legal experience. While our primary focus is on representing cities, counties, school districts and other governmental bodies, our team also has handled matters related to employment, taxation, sexual abuse litigation, appellate advocacy, and a wide range of other Issues. Mr. Brandt has been a licensed attorney for over nineteen (19) years and, in that time, has handled hundreds of cases of all kinds. Mr. Brandt has participated in eight (8) cases before the United States Supreme Court, one of which reached the merits stage and was orally argued. He has served as lead counsel in over forty (40) cases before the United States Court of Appeals for the Fifth Circuit and have orally argued eight (8) cases before the Fifth Circuit. Mr. Brandt has participated in at least ten (10) cases before the appellate courts of Texas and has orally argued five (5) cases before the Texas Courts of Appeals. Mr. Brandt has participated in twenty-two (22) cases which have resulted in published opinions. He served as lead counsel in nineteen (19) of these cases. He has served as counsel numerous jury trials, bench trials and contested evidentiary hearings. He has been heavily involved in municipal law matters for his entire career. We also have experience with high level municipal public integrity investigations. We were hired by one city in the metroplex last spring to investigate allegations of wrongdoing within the city's police department. Mr. Brandt worked closely with the City Auditor and the City's Attorney office to conduct a complete and thorough review of the facts. The city trusted that Mr. Brandt possessed the integrity, competence and experience to complete the investigation in a timely and thorough manner. Our firm is an approved defense counsel for the Texas Municipal League Risk Pool, Professional Claims Managers, Texas Association of School Boards, Texas Association of Counties, as well as other risk pools and insurance carriers. Our record at Fanning Harper & Martinson demonstrates our competence and experience in a wide range of areas which effect municipalities in today's legal environment. V. SERVICE PHILOSOPHY 8 Fanning Harper & Martinson's service philosophy is simple: early evaluation, innovative planning and aggressive implementation. In other words, we evaluate your position sooner rather than later, work with you to develop a plan, and do what is necessary to execute that plan, The municipal team at Fanning Harper & Martinson is uniquely capable of serving the City of Colleyville's needs because of its established dedication to municipalities, experience in this field, and integrity. Our success can be measured by the long-term relationships we have built with our clients. Furthermore, we are successful, experienced trial attorneys. This litigation background gives our clients the benefit of knowing how to prepare for a lawsuit, and more importantly, how to avoid lawsuits all together. Finally, we believe that legal success grows from personal success. The ethical standards we have established for ourselves, both professionally and personally, ensure that we represent your interests with the highest level of integrity, while aggressively advocating on your behalf. VI. METHOD OF SERVICE Above all else, Fanning Harper & Martinson aims to be available, prepared, and proficient the moment our services are needed. Weare a firm that is small enough to provide you with the personal service you deserve but large enough to ensure that a member of our team is always prepared to assist you with whatever issue you are facing. Fanning Harper & Martinson will provide legal services to the City of Colleyville on a time-spent basis. Our municipal law team has five partners, three associate attorneys, one paralegal, and three secretaries. In order to provide the City of Colleyville with the best value for its money, we strive to assign tasks to individuals who are competent to do the required work for the lowest price. This means that clerical work will always be done by secretaries at no charge to the City and more involved tasks will be assigned to our paralegal. Our associate attorneys usually prepare initial drafts of legal documents and handle less complicated legal issues, which insures that the City gets the lowest attorney rate possible. While we will strive to ensure that we do not have individuals doing work that a less expensive team member can accomplish, Mr. Brandt, the head of the municipal section, will always handle the City of Colleyville's business personally if his services are specifically requested or needed. The City of Colleyville will be a valuable client that will gamer the attention it deserves. Each member of our team is always ready to do whatever is necessary to provide you with the answer you need at the time you need it. VII. ASSIGNED PERSONNEL The municipal law team consists of attorneys Thomas Brandt, Stephen Henninger, John 9 Roehm, Mark Dyer, Nellie Hooper, Robert Fugate, Amanda Bigbee, Joshua Skinner, and paralegal Sara Goode. Thomas Brandt serves as head of the local government and employment law section of Fanning Harper & Martinson. Mr. Brandt's practice includes representation of cities, counties, school districts, public officials and private sector clients in the areas of civil rights and employment law. Stephen Henninger has carved out a specialty in the areas of personal injury, civil rights, First Amendment issues, Fair Housing, and ADA. John Roehm's practice focuses on school law, municipal law and ad valorem tax matters in state and federal court. Nellie Hooper's practice focuses on employment litigation, local government defense, and appellate advocacy. Amanda Bigbee primarily practices in the areas of municipal law and school law. Joshua Skinner rounds out the municipal law team with a practice focused on school litigation, employment litigation, and local government defense. Tom Brandt, Stephen Henninger, and John Roehm all have experience in municipal court prosecution services. Tom Brandt prosecuted municipal court violations for the City of Dallas from 1985-1986. Stephen Henninger prosecuted municipal court violations for the City of Dallas from 1992-1993. John Roehm has represented municipalities for over twelve years and has done numerous municipal court prosecutions. Mark J. Dyer serves on the City of Irving Planning and Zoning Committee and is able to provide expertise in this area as the need arises. Leslie E. Pitts is available to provide insurance coverage analysis. Finally, Robert Fugate specializes in appellate work and often offers his expertise during municipal case appeals. All attorneys at Fanning Harper & Martinson have earned Juris Doctorate degrees and graduated from a law school accredited by the American Bar Association. Each of our attorneys are members in good standing of the Texas State Bar Association. VIII. MUNICIPAL CLIENT LIST AND REFERENCES 1. Jay Doegey City Attorney City of Arlington P.O. Box 231 Arlington, Texas 76004 (817) 459-6878 2. Frank Waite Assistant City Attorney City of Arlington PO Box 231 Arlington, Texas 76004 (817) 459-6878 10 3. Ivan Bland Assistant City Attorney City of Arlington PO Box 231 Arlington, Texas 76004 (817) 459-6878 4. Kathleen Weiskopf Assistant City Attorney City of Arlington PO Box 231 Arlington, Texas 76004 (817) 459-6878 5. David Kunkle Chief of Police City of Dallas 1400 South Lamar Dallas, Texas 75215 (214) 670-7470 6. Sheriff Don Anderson Sheriff of Hunt County 2700 Johnson Street Greenville, Texas 75401 (903) 455-3502 7. Robert Young Dallas County Community College District (DCCCD) Legal Department Chancellor's Office 701 Elm Street Dallas, Texas 75202-3299 (214) 860-2470 8. Randy Stout General Counsel, Denton ISD Hayes, Coffey & Berry, PC 171 0 Westminster Denton, Texas 76205 Metro (972) 434-3899 11 IX. TRANSITION COORDINATION While we recognize that changing legal counsel is always difficult, we will endeavor to make this transition as easy as possible. The key to an efficient change in counsel is familiarity and communication. Fanning Harper & Martinson is familiar with the legal issues facing municipalities. This familiarity will ease the transition because the legal issues facing the City of Colleyville are not new to us. It is challenging enough to adapt to new people and new habits, so a familiarity with the legal issues is absolutely necessary. This familiarity will enable us to pick up with legal services immediately. Another vital element to a smooth transition is communication. Open communications with the City Counsel, and the City employees is essential. In order to provide the best service possible to the City of Colleyville, we will need to hear from the individuals who need the legal service. We can provide the best answer to your question if each member of the City of Colleyville team feels comfortable with asking questions, seeking advice, and communicating concerns and desires with us. We strive to make you feel comfortable with seeking our help at any time, and always being available to provide that help. X. FEE STRUCTURE ATTORNEY RATES (ver hour) Partners.......................................................................................................... .$150 Associates ....................................................................................................... $13 5 Paralegals.........................................................................................................$ 75 XI. CONFLICT OF INTEREST STATEMENT Fanning Harper & Martinson, while serving as the City Attorney for the City of Colleyville, will not undertake any representation of any person or entity in any matter adverse to the City of Colleyville. Fanning Harper & Martinson does not currently represent any real estate development interest or company either currently or anticipating conducting business with the City of Colleyville. 12 Fanning Harper & Martinson has represented the City of Arlington since 1992 on a number of legal matters, including consultations regarding the drafting of ordinances as well as numerous litigation matters. Fanning Harper & Martinson is currently representing the following public entities in Tarrant County: the City of Arlington; Eagle Mountain-Saginaw ISD; Arlington ISD; and the City of Crowley. 13 l1li.&11' FaI).ning Harper" & Martinson CITY PUTS FAITH IN THOMAS BRANDT OF FANNING HARPER & MARTINSON . .'-- Who do you turn to when the very people you trust to honor and . uphold the law are accused of wrong doing? That's the qu.estion that one City Manager in themetroplex had to as"k himself last spring when he first received allegations of wrongdoing within his City's Police Department.' . , The allegations, made by the president of one of the City's Police Associations, included such infractions a~ theft of city time,. . favoritism, cQver-ups, ignoring reports of sexual miscond~ct and inadequate Internal Affairs investigations. For this partIcular City Manager, the answer was clear. For the second time in five years Tom Brandt, of Fanning Harper & Martinson, P.C. was asked to.conduct'an independent investigation for the City. As lead investigator, Mr. Brandt worked with the City Auditor and the City's Attorney office to conduct a complete and thorough review of the facts. The City Manager said the outside investigation was necessary because' of the "broad and sweeping" allegations made against the Police nepartment. He trusted that Mr. Brandt possessed the integrity, €ompetenc'e and experience to complete the investigation in a timely and thorough manner. - Fanning Harper & Martir;son, pc. Attorneys and Counselors Two Energy Square, 4849 'GreenviIle Avenue , ,Suite 1300 , Dallas, Texas 75206 . P 214,3{;g,1300 F 214.987.9649 - -- DallasNews.rom ; , Qt JlalluJltqiq,. Page 4B Thesday, August 17, 2004 II "'-..... METRO Investigation finds that jailer abused time sheets Arlington police chief . cleared on allegation of sexual misconduct By JEFF MOSIER Fort Worth Bureau ARLINGTON - An investi- gation of the Arlington Police De- partment concluded that a civil- ian jail employee was paid for time he didn't work and that he falsified time sheets to cover up the wrlmgdoing. Also, supervisors and internal affairs failed to adequately inves- tigate the allegations against Ron Cole when they were first raised but did not participate in a cover- up. according to the report. The investigation, conducted by the Dallas law firm of Fanning Harper & Martinson, cleared Po- lice Chief Theron Bowman of blame for the time-sheet prob- lems and found no truth to alle- gations of sexual misconduct made against the chief by the president of the Arlington Mu- nicipal Patrolman's Association. "The incident involving the jail was handled poorly by inter- nal affairs and by the chain of command," Chief Bowman said Monday after the report was re- leased. He said his investigation of the jail should be completed in a few days. One Police Department em- ployee has been served with a dis- ciplinary notice, but the chief would not say whether that was Mr. Cole or someone else. Mr. Cole could not be reached for comment. . Chief Bowman said the report has persuaded him to change the department's command struc- ture so that internal affairs will report directly to him instead of an assistant chief. He said he was concerned that internal affairs of- ficers didn't feel like they were empowered to dig deeply enough in this case. In response to the allegations of sexual impropriety against Chief Bowman, City Manager Chuck Kiefer said: "The personal attacks on the police chief were found to be reckless and without merit. " The allegations were made in an April 3 e-mail that Officer Frank Smith, president of the Ar- lington Municipal Patrolman's Association, sent to Mr. Kiefer. That letter was divided by the law. '- firm into 11 specific accusations, eight of which were found to have no merit. The three that were up- held all related to Mr. Cole's con- duct. Officer Smith's e-mail was sent about a week after two for- mer jailers were arrested and charged with the sexual assault of a female inmate. Police said that Aaron Mechell had sex with the woman in her jail cell while Israel Mr. Kiefer said the outside in- vestigation, which cost the city $36,000, was necessary because of the "broad and sweeping" accu- sations. which was formed about a year ago as an affiliate of the Fraternal Order of Police. The founders, some officers say, had become frustrated by the perceived inac- tion of the city's main police group, the Arlington Police Asso- ciation, and decided to strike out on their own. It's unclear how many members the group has. Staffwriter Jason Trahan con- tributed to this report. E-mailjmosier@dallasnews.com Mouton was the lookout. Mr. Mechell was fired, and Mr. Mouton resigned. Both have been indicted on sexual assault charg- es by a Tarrant County grand jury. Officer Smith could not be reached for comment Monday. While three of Officer Smith's allegations regarding Mr. Cole's alleged misuse of comp time were upheld by the report, Officer Smith also was chastised for some of his other accusations. "Officer Smith should have ex- ercised greater diligence in checking the facts before filing a complaint," the report said. "This allegation has been made irre- sponsibly as it is based only on in- nuendo and not on fact." "It's unfortunate that anyone would personally attack anyone else for whatever motivation," Chief Bowman said. Chief Bowman said he knows little about the Arlington Munici- pal Patrolman's Association, ,JCU.U;:f,~"~~"J --...... AUy......U6~V... .. ""6"" .\. VA'" " ~ posted on Tue, Aug. 17,2004 Jailer faces penalty after investigation By Anthony Spangler Star-Telegram Staff Writer ARLINGTON - A four-month investigation of allegations of misconduct by Arlington jail employees and an alleged cover- up by police commanders will result in the discipline of at least one employee, city officials announced Monday. City Manager Chuck Kiefer said a Dallas law firm was hired to investigate a litany of allegations raised by the Arlington Municipal Patrolman's Association, including the falsification of time cards, a culture of favoritism and inappropriate actions by Police Chief Theron Bowman. According to the 79-page report prepared by lawyer Thomas P. Brandt, one jail employee apparently stole hundreds of hours from the city by manipulating compensatory time. The report also accuses that his supervisors "failed to properly investigate the time sheet matter." But the investigation found no merit to the other allegations, including claims against Bowman that it characterized as "unfortunate personal attacks." "The personal attacks on the chief's character were based on heresay and rumor and were reckless and irresponsible," Kiefer said at a news conference in City Hall. Francis Smith, an Arlington police officer and president of the patrolman's association, sent the list of accusations to Kiefer after two Arlington jailers were accused of sexually assaulting a female inmate March 28. Smith suggested that a culture of recklessness had developed among some jail employees. "If the initial time theft had been handled properly, the rape never would have happened," Smith wrote in an April 3 e- mail to Kiefer. Smith could not be reached Monday to comment. While Brandt's investigation supported the accusations of time card fraud, his report found no evidence that linked the matter to the alleged March sexual assault in the jail. A preliminary investigation by the Arlington Police Department's internal affairs unit had found no merit to the apparent time card fraud and did not fault jail supervisors for improperly investigating the matter. At the time, the deputy chief in charge of the jail also supervised the internal affairs unit. Bowman, who said he was concerned that his internal affairs unit initially found no policy violation regarding the time card fraud, has since taken over direct command of the unit. "The incident involving the jail and jail management was handled poorly by internal affairs and the jail chain of command," he said, ''The publiC and our employees deserve much better than that." Bowman said he has notified one of those employees of pending discipline. But the chief could not release any additional details about the matter or regarding how many other employees will be punished. As a result of the March 28 incident, Aaron Mechell was fired from his jailer position. He admitted to police that he had sex with a woman in the jail. A grand jury indicted Mechell on a charge of civil rights violation involving sex. Another jailer, Israel Mouton, who police say acted as a lookout during the alleged assault, resigned after his arrest. He also has been indicted on a charge of civil rights violation. http://www.dfw.comlrnld/dfw/newsllocal/states/texas/arlington/9421641.htm?ternplate=co... 8/17/2004 ... ""6- - -- - ,)'ailer faCCS penalty after investigation I On MaY 10, Bowman transferred the jail commander, a lieutenant, to another position in the patrol division and replaced him with another lieutenant. "There IS always the potential for more problems to evolve, but I think this series of problems Is behind us,. Bowman said. Anthony spangler, (817) 548-5412 aspangler@star-telegram.com ---- {; ~o().t Stlll'- T ~lcl!f3m :DId wife SL"I'Viu sources. All Rights Rc:sc1'\'ed hllJl:!I_w,drw,com httn:IIWWW.dfw.com/mldldfw/newsilocallstatesltexasiarlingtonl9421641.htm ?template~co... 8/1712004 PROPOSAL FOR CITY ATTORNEY SERVICES CITY OF COLLEYVILLE I. STATEMENT OF QUALIFICATIONS The Cribbs & McFarland Law Firm was formed in 1970, and has operated under its current name for the past 24 years. The law firm consists of three attorneys with over 100 years of combined municipal law experience among them. Mr. James Cribbs has represented the City of Euless since before 1960, and drew its Home Rule Charter in 1963. Mr. McFarland assumed primary city attorney duties for the City ofEuless in 1974, and has a total of34 years of municipal law experience. Mr. Wieneskie has over 21 years of municipal law experience, representing the cities of Euless and Richland Hills. All the attorneys are partners in the firm of Cribbs & McFarland, P.C. The firm currently has five support personnel. II. FIRM RESOURCES ,'- The firm's principal offices are located at 1000 W. Abram Street, Arlington, Texas, and the firm has practiced in that location for approximately 25 years. The firm maintains an extensive law library in both hardbound and electronic form, and has ample law office and conference room facilities. The office equipment maintained by the firm allows for efficient word processing and communication by fax, e-mail, telephone and cell phone. We have a full time receptionist so that clients telephoning our offices always get a "live person". III. MUNICIPAL LITIGATION EXPERIENCE Cribbs & McFarland attorneys have handled all types oflitigation involving municipalities, including eminent domain actions, suits and administrative proceedings seeking compliance with City codes and defense of the City and its elected and appointed officials. Weare currently involved in representing the City ofEuless in various appeals from actions of its Zoning B10ard of Adjustment and in defending constitutional "Takings" claims arising out of that same fact situation. Mr. Wieneskie is also board certified in civil appellate law by the Texas State Board of Legal Specialization, and has assisted in representing the city in various appellate matters, including the series of lawsuits with American Airlines, Delta Airlines and the cities of Dallas and F ort Worth surrounding the proposed expansion of runways at the DFW International Airport. IV. SERVICE PHILOSOPHY Lawyers are professional service providers, Our primary goal is to provide the legal services our clients need in a timely, efficient and professional manner. In order to accomplish this, we must remain knowledgeable in the areas of law affecting our clients, accessible to clients at the times when the clients need our services, and responsive, furnishing advice, opinions and legal documents within the time frames specified or agreed. In addition, we strive to be sensitive to the needs of each individual client, understanding that each municipality has its own unique set of goals, programs and problems to be solved. Clear and effective communication is one of the most important factors in providing this level of service. We try to focus on the end result the client wishes to achieve before addressing the process necessary to get there. We ask questions, review background documents and discuss with our clients all aspects of any given situation before embarking on the project. We believe that working together with our clients is the best and most efficient way to accomplish the client's objectives. Although many matters are routine and can be programmed and scheduled in advance, we recognize that municipal clients, in particular, experience emergency situations from time to time which require an immediate response. Because ofthe depth of municipal law experience shared by all Cribbs & McFarland attorneys, we are prepared to assist with crisis situations when called upon. We have learned that developing solid relationships with city council members, city officials and staff is essential. We have enjoyed good working relationships with current and former officials and staff members at our current and former governmental clients. We want our clients to feel comfortable communicating with us and working with us. We understand that working together with our clients is the most efficient way of achieving the client's objectives. V. METHOD OF SERVICE We always strive to provide legal services to our governmental clients in the most efficient and cost effective manner possible. Modem communications technologies such as e-mails, cell phones and faxes enable us to provide a high level of service to the City from our Arlington offices; however, we would also remain available to meet with the City Council, City Management, or staff at regular or special meetings, staff meetings and on special projects. If regular or recurring meetings with City Management or City Staff are desired, these can be scheduled and accommodated. We require very little clerical support at the City, since we maintain a staff of professional support personnel in our offices. We would suggest that City Staff continue to prepare routine ordinances, resolutions, and contract documents which they have been accustomed to preparing in the past, and to submit these to the City Attorney's office for review and possible revision. For more unique or substantial ordinances, resolutions, and contracts, we propose that these documents be prepared by our law firm. In between these two extremes, we would work with City Staff in jointly preparing other documents which can be electronically transmitted between our offices and City Hall. It will not be necessary to provide legal secretarial support at City Hall. Our primary role in representing municipal clients is to assist City policy makers, appointed officials and staff in achieving their lawful objectives. We see ourselves as deal makers and problem solvers. Important policy decisions are made by the city's elected officials; day to day policy matters are determined by city management. Once those policy decisions have been made, our role is to assist city officials in implementing those policies. City attorneys do not ordinarily participate in policy making unless called upon to answer a legal question in connection therewith. VI. ASSIGNED PERSONNEL Cribbs & McFarland, P.C., proposes that Mr. Paul Wieneskie be designated the primary attorney for all services. Both James Cribbs and Bob McFarland will be available to support Mr. Wieneskie if needed. Mr. Cribbs drafted the original Charter for the City of Euless, and has over forty-five years of municipal experience. Former Senator Bob McFarland has been the principal City Attorney for Euless since 1974, and brings a wealth of municipal and legislative experience to the firm. Even in the absence of the primary attorney, our municipal clients can always obtain the advice of an experienced municipal attorney when the need arises. A. Mr. Wieneskie has over twenty-one years of extensive and varied municipal law experience. He has assisted in a wide variety of municipal law matters for the City of Euless since joining the firm in 1983, and served as the principal city attorney for the City of Richland Hills, Texas, from 1987 through 1998. B. He has worked closely with client cities on annexation/de-annexation matters, and on economic development issues, including the formation and operation of economic development (4B) corporations, tax increment financing districts and reinvestment zones, drainage utility districts, tax abatements, Chapter 380 agreements and related matters. He has also formed and assisted in maintaining the City's Crime Control and Prevention District. C. Due to the nature of his practice, Mr. Wieneskie has placed special emphasis on land use, planning, zoning and development matters. In this regard, he has worked closely with both the Cities ofEuless and Richland Hills in those cities' development of new and updated comprehensive plans and in complete rewrites of zoning and subdivision ordinances in both cities. In this regard, Mr. Wieneskie participated in the planning and implementation of the "Z- Team" effort in the City of Euless, a city-initiated rezoning of seven hundred seventy-seven (777) individual parcels, contained in sixty-five (65) zoning cases, accomplished within a period ofthree to four months with no resulting litigation. This effort brought existing zoning in line with the City's new Comprehensive Plan, enabling the City to guide new development in the direqtion desired by the City Council. D. Mr. Wieneskie has also worked closely with the building inspection and code enforcement personnel in client cities to improve code enforcement and ordinances, and is regularly involved in the adoption and amendment of updated uniform codes for the cities. He has assisted the City ofEuless in development and implementation of its Minimum Housing Code ( a Residential Property Maintenance Code applicable primarily to rental properties), and has advised officials in both Euless and Richland Hills in connection with the demolition of both residential and commercial properties under the provisions of the Uniform Code for demolition of dangerous buildings. E. Mr. Wieneskie handles most open records requests requiring attorney attention or submission to the Texas Attorney General, averaging one per week for the City ofEuless. He has also participated in two comprehensive revisions of the City of Euless Civil Service Rules and Regulations, and has attended and advised the Commission at its hearings over the past ten or more years. F. Mr. Wieneskie has extensive experience in drafting and revising proposed ordinances and resolutions for city council action, and has assisted both Euless and Richland Hills in complete recodification of their municipal codes of ordinances. He also revises and approves ordinances and resolutions prepared by city staff members in routine or recurring matters. G. Mr. Wieneskie has broad experience in drafting and revising all types of city contracts, including public works contracts, service contracts and contracts for construction of substantial public buildings and improvements. In this connection, he worked closely with Euless staff and administration members on all contracts in connection with the design and construction of the golf course at Texas Star and its associated conference center and support facilities. H. In addition to his municipal client representation, Mr. Wieneskie is board certified in civil appellate law by the Texas Board of Legal Specialization. He devotes a substantial portion of his practice to civil appellate matters, although this work load varies considerably based on the number of active cases and the stage in the appellate process of each individual case. Mr. Wieneskie's track record in the appellate courts has been good. The remainder of Mr. Wieneskie's time is devoted to a general civil practice, representing individuals and businesses in estate, probate, corporate and general business matters. I. Mr. Wieneskie is a native Texan. He received his Bachelor of Arts degree from Baylor University in 1980, and his Juris Doctor degree from Baylor University School of Law in 1982. From September 1982 through August, 1983, Mr. Wieneskie served as briefing attorney for Justice Connally McKay on the Court of Appeals, 12th Supreme Judicial District, at Tyler, Texas. Upon expiration of this one-year term, Mr. Wieneskie joined the law firm of Cribbs & McFarland, P.C. in Arlington, Texas, as an associate. He became a partner/shareholder in the firm in 1988. He is a member and past president (1993) of the Arlington Bar Association, and a member of the Tarrant County Bar Association and the State Bar of Texas. He is licensed to practice in all Texas state courts, the 5th U.S. Circuit Court of Appeals and the United States Supreme Court. J. Mr. Wieneskie is a member ofthe Texas City Attorneys Association and for the past decade has attended the two-day Municipal Law Seminar conducted by the TCAA in June of each I year. As mentioned above, Mr. Wieneskie is board certified in civil appellate law by the Texas Board of Legal Specialization, and has for over a decade attended the Annual Advanced Civil Appellate Practice course sponsored by the State Bar of Texas in September of each year. In past few years Mr. Wieneskie's municipal practice has focused extensively on land use, planning, development and code enforcement issues in the firm's client cities. K. Mr. Wieneskie has provided prosecutor services to both the City of Euless (since 1983) and the City of Richland Hills (1987-1998). Mr. Wieneskie and Mr. Cribbs are available to provide prosecutor services. VII. MUNICIPAL CLIENTS AND REFERENCES Cribbs & McFarland currently represents the CityofEuless, Texas, as contract city attorneys, with Bob McFarland being the principal attorney for the City ofEuless, and with James Cribbs and Paul Wieneskie providing legal services in Mr. McFarland's absence. The firm has represented the City of Euless for over forty-five years. J ames Cribbs is presently the primary attorney representing the Arlington Housing Authority, provides real estate advice and counsel for the City of Arlington Neighborhood Services Department and the City of Arlington Small Business Revolving Loan Program. Mr. Wieneskie provides substitute attorney services for these clients on the rare occasion of Mr. Cribbs' absences. Bob McFarland provides legislative representation for the Cities of Arlington, Grand Prairie, and Euless. Briefresumes of Messrs. Cribbs, McFarland and Wieneskie are attached. We encourage you to contact any ofthe following listed individuals with whom we have been privileged to serve over the years as a result of our municipal representation: Joe Hennig, City Manager City of Euless, Texas 817-685-1820 The Honorable Mary Lib Saleh Mayor, City of Euless, Texas 817-685-1419 Bo Bass, Deputy City Manager City of North Richland Hills 817-427-6009 Ms. Nelda Stroder Mayor, City of Richland Hills, Texas 817-284-7851 Tom Hart, City Manager City of Grand Prairie, Texas 972-237-8010 Gary McKamie, Deputy City Manager City of Euless, Texas 817-685-1818 Charlie Miller, Council Member City of Euless, Texas 214-691-5721 James W. Quin, City Manager City of Richland Hills 817-299-1400 Trey Yelverton Arlington, Acting Deputy City Manager 817-459-6254 Kay Godbey, Former City Manager City of Burleson 817-370-2955 Richard Greene Mayor of Arlington 1987-1997 214-665-2100 VIII. TRANSITION COORDINATION Good communication is the most important factor. We would propose to work as closely as possible with the City's current legal counsel, and will spend whatever time is necessary to become acquainted with the ongoing legal matters of the City, as well as the general legal requirements of the City ofColleyville. We would suggest a substantial, initial meeting with the City's current legal counsel to conduct these discussions, and as many followup meetings or telephone conversations as are necessary to provide for a smooth and efficient transition oflegal services. The transition should proceed at a pace which allows for an orderly and complete transfer of documents, background knowledge and responsibility, so that the City experiences no disruption in its day-to-day activities. IX. CHARGES AND FEES We believe a simple, hourly billing system provides the most straightforward and fair method of providing fees for legal services. Hourly rates allow the City and the attorney maximum flexibility, and also allow the City to more closely track the charges and fees attributable to any specific project or department. Attorney time is billed in one-quarter hour increments. We propose an hourly billing rate of$160.00 per hour for general legal services to the City, including office time, ordinance and contract drafting and attendance at any required meetings. Litigation and appellate work would be billed at $175.00 per hour. City prosecutor services would be provided at $150.00 per hour, with the exception of appellate work in connection with appeals from the Colleyville Municipal Court, which would be I billed at $175.00 per hour. X. CONFLICT OF INTEREST STATEMENT Cribbs & McFarland, P.C. agrees that, while serving as city attorneys for the City of Colleyville, not to undertake any representation of any person or entity in any matter adverse to the city. We have for almost half a century represented the City of Euless, which adjoins the City of Colleyville. We do not currently represent any real estate development interest or company either currently or anticipating conducting business with the City. CRIBBS & McFARLAND, P.C. Firm Resume The law firm of Cribbs & McFarland, P.C. was formed in 1970 and maintains offices in the cities of Arlington and Austin, Texas, with its principal offices being situated at 1000 West Abram Street, Arlington, Texas. The firm is comprised ofthree attorneys and engages in the general practice of civil law with particular emphasis in the areas of real estate loan documentation, commercial real estate law, corporate, governmental, insurance, transactional law, estate planning, probate and trust law. Transactiona11aw is assisting both corporate and individual business owners in the sale and purchase oflega1 entities and business assets with consideration given to the tax consequences. The firm has drawn real estate and asset loan documentation for banks and institutional venders for in excess of two decades. The firm maintains a litigation and appellate docket before both state and federal courts. All attorneys are qualified trial attorneys admitted to practice before state and federal courts, including the Texas Supreme Court. The firm and its principal partners maintain an A V (the highest available) rating awarded by Martindale-Hubbell law directory. Cribbs & McFarland Attorneys James A. Cribbs Born Arlington, Texas, October 26, 1932; admitted to bar, 1955, Texas; also admitted to practice before US. Supreme Court and US. District Court, Northern District of Texas. Preparatory education, Arlington State College (B.RA., 1960); legal education, Southern Methodist University (LL.B., 1955). City Attorney, Euless, 1960-74. Member: Arlington (President, 1963), Tarrant County and American Bar Associations; State Bar of Texas; Texas Bar Founddtion. Bob McFarland Born Oskaloosa, Iowa, June 12, 1941; admitted to bar, 1966, Texas; also admitted to practice before US. District Courts, Northern and Western Districts of Texas. Preparatory education, University of Texas at Arlington (RRA., 1963); legal education, Southern Methodist University Cribbs & McFarland Firm Resume - Updated 2/24/2004 Page 1 (J.D., 1966). Fraternity: Phi Delta Phi. Special Agent, Federal Bureau of Investigation, 1965-68. City Attorney, Euless, 1974-. State House of Representatives, 1976-83. State Senate, 1983-91. Member: Arlington (Secretary-Treasurer, 1971-72; President-Elect, 1972-73; President, 1973-74; Director, 1974), Tarrant County and American Bar Associations; State Bar of Texas; Texas Bar Foundation. In addition to his thirty-five years of municipal experience, Mr. McFarland focuses his practice in the areas of banking, corporate, real estate, government and municipal law, and, in addition, represents several Metroplex municipalities before the Texas Legislature. Paul F. Wieneskie Born Commerce, Texas, October 17,1956; admitted to bar, 1982, Texas; also admitted to practice before U.S. Supreme Court; U.S. Court of Appeals, Fifth Circuit. Preparatory and legal education, Baylor University (B.A., 1980; J.D., 1982). Board Certified, Civil Appellate Law, Texas Board of Legal Specialization. Briefing Attorney for Hon. Connally McKay, Court of Appeals, 12th Supreme Judicial District at Tyler, 1982-83. Member: Arlington (Director, 1989-92; President-Elect, 1992-93; President, 1993-94), and Tarrant County (Appellate Section) Bar Associations; State Bar of Texas (Appellate Practice and Advocacy Section); Texas Bar Foundation. Mr. Wieneskie focuses his practice in appellate, municipal, land use, zoning and probate law. Representative Clients Bank One Mid-Cities; SouthTrust Bank Arlington; Mercantile Bank Arlington; Medical Technology, Inc.; Arlington Housing Authority; City of Arlington Neighborhood Services Department; Arlington Small Business Revolving Loan Program; City of Euless; American Title Insurance. G:\Docs\C&MlMunicipal\Colleyville\Finn Reswne. wpd Cribbs & McFarland Firm Resume - Updated 2/24/2004 Page 2 NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. Peter G. Smith Direct (214) 665.3365 E-mail: psmith@njdhs.com Attorneys & Counselors at Law 1800 Lincoln Plaza 500 North Akard Dallas, Thxas 75201 (214) 965-9900 Fax (214) 965-0010 E-mail NJDHS@NJDHS.com ROBERT L DILLARD, JR, (1913-2000) H. LOUIS NICHOLS LAWRENCE W. JACKSON OF COUNSEL January 13, 2005 Via Hand Delivery City of Colleyville 100 Main Street Colleyville, Texas 76034 RE: Proposal for Legal Services Ladies and Gentlemen: Please find enclosed an original and fifteen (15) copies of a Proposal for Legal Services in response to your request dated December 17, 2004. We appreciate your consideration of our proposal and look forward to hearing from you. If you have any questions regarding this matter or if we may provide additional information, please feel free to contact us at your convenience. Very truly yours, NICHOLS, JACKSON, DILLARD, HAGER & SMITH, LLP G~.);j ~ By: Peter G. Smith /cdb Enc!. PROPOSAL FOR THE LEGAL REPRESENTATION OF THE CITY OF COLLEYVILLE, TEXAS SUBMITTED BY: NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. ATTORNEYS & COUNSELORS AT LAW 1800 Lincoln Plaza 500 North Akard Dallas, Texas 75201 Telephone (214) 965-9900 Facsimile (214) 965-0010 E-Mail: njdhs@njdhs.com url: http://www.njdhs.com "It has been our experience that the lengthy exposure and involvement of the firm in representing political entities enables us to quickly respond to problems that might seem difficult to attorneys less experienced in this area of law. " - 1 - 70672 I. STATEMENT OF QUALIFICATIONS A. FIRM OVERVIEW AND HISTORY The law firm of NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. is a Dallas based, full service, Texas limited liability partnership dedicated exclusively to municipal law. Founded in 1895, the A V-rated! firm is one of Texas' oldest and most respected law firms. The Firm has been located at 1800 Lincoln Plaza, 500 North Akard in the Arts District of downtown Dallas, Texas since 1984. Prior to 1984 the Firm was located for thirty (30) years at Suite 1200 of the then Republic Bank Building in downtown Dallas, Texas. Prior to that the Firm was located in the Magnolia Oil Building in downtown Dallas, Texas. Among its most well known and respected former and current partners, the Firm has included a former Mayor of Dallas and Presidents of the Dallas Bar Association. The Firm has enjoyed over 100 years of continuous existence. The Firm has had a few name changes due to the retirement and death of Firm members. The Firm has been known as Nichols, Jackson, Dillard, Hager & Smith LLP since 1993. In 1993 The Firm name was changed from Nichols, Jackson, Kirk & Dillard to the current Firm name to add Messrs. Hager and Smith to the Firm name after Mr. Kirk retired from the Firm. From 1991 until 1993 the Firm was known as Sallinger, Nichols, Jackson, Kirk & Dillard. The Firm name was changed in 1993 because of the retirement of Mr. Sallinger. Prior to that the Firm was known for over as Saner, Jack, Sallinger & Nichols. B. FIRM ORGANIZATION AND PROFILE NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. is currently composed of thirteen (13) attorneys, five (5) partners and seven (6) associates, two (2) of counsel and seven (7) dedicated support staff, including a former city finance director. These thirteen (13) attorneys include one Hispanic, one African American and three (3) are women. Appendix A, attached hereto for your convenience, provides a summary of each attorney, their experience, education, licenses, and professional memberships. All attorneys are actively engaged in providing services to the Firm' municipal and public sector clients. C. AREASOFEXPERT~E With over fifty years of service as contract City Attorneys, members of the Firm have extensive experience and are extremely knowledgeable in all aspects of the law applicable to City of Colleyville, including but not limited to: 1 An A V rating is the highest rating awarded by the Martindale-Hubbell Legal Directory and is based on evaluations and surveys of peers within the legal community. The "A" rating assesses legal ability from "very high" to "preeminent". The "V" rating represents a general recommendation of "very high". - 2- 70672 . Administrative Proceedings . Municipal Ordinance Preparation and . Annexation & Boundary Disputes Codification . Appraisal & Taxation Disputes . Open Meetings Act . Competitive Bidding, Contracting & . Police Legal Advisor Leasing .. Police Law Enforcement Liability . Building & Construction Contract Disputes . Public Finance and Bonds . City Charter Adoption and Amendments . Public Information Act and Related Elections . Public Official Liability . Civil Rights . Public Procurement . Civil Service (both state and local civil service programs) . Public Works and Utility Regulatory Matters . Code Enforcement . Tax Abatements . Council, Board & Commission Meetings . Tax Collection . Economic Development . Tax Increment Financing . Election Law and Department of Justice Matters . Tort Claims & Risk Management . Eminent Domain, Condemnation & . TrafficlHighway Design & Maintenance Right-of-Way . Worker's Compensation . Employment Law and Human Resources . Environmental Matters · Interlocal Contracts . Land Use & Zoning · Liability Insurance & Self Insurance . Litigation · Municipal Court Prosecution - 3 - 70672 ADVANTAGES OF NICHOLS, JACKSON, DILLARD, HAGER & SMITH . One hundred years of continuous existence; . Over fifty years of municipal experience; . Full-service multi-talented attorneys; . Computer capabilities involving scanners, CD burners and multi-media; · Constant access and availability with attorneys by means of pagers, cell phones, notebook computers, etc.; · Recognized and respected by the legal community; . Sufficient assets to handle any matter; . Continuity and consistency; . Less expensive; . Objectivity and independence; · Variety of personalities, experience, ages, diversity of personnel; · Flexible to meet the style of management and the philosophy of the Council and Management; . A V rated firm; · TML Intergovernmental Risk Pool approved counsel; · Members of the Texas City Attorney Association (TCAA), Texas Municipal League (TML), The Center for American and International Law (formerly, Southwestern Legal Foundation); and · Frequent lecturers for North Central Texas Council of Governments, TML, TCAA, The Center for American and International Law, the Texas Municipal Courts Education Center, Texas Society of Real Estate Economists, the State Bar of Texas, Texas A&M University, the University of Texas School of Law, the Texas Association of Assessing Officers, the Texas Association of Appraisal Districts, CLE International and other organizations. · Members of the Texas Municipal Human Resources Association (TMRHA). -4- 70672 II. FIRM RESOURCES Since 1984, NICHOLS, JACKSON, DILLARD, HAGER & SMITH L.L.Phas been located at 1800 Lincoln Plaza, 500 North Akard in the Arts District of downtown Dallas, Texas. The Firm has an extensive hardcopy library of over 3,000 volumes to include Southwest Reporter, Federal Report, relevant digests, American Law Reports, Corpus Juris Secundum, municipal treatises, local municipal codes and trade codes, as well as the Texas Vernon's Annotated Statutes. In addition, the Firm maintains an extensive electronic library through Westlaw, which includes all published volumes for the United States Federal System and the various states. More importantly, the firm has an extensive municipal collection of municipal codes, McQuillin on municipal governments, treaties, and volumes of building, fire and other applicable codes special to municipal issues, as well as specialized volumes dealing with civil rights, human resources and planning and zoning. The Firm has advanced technology capabilities including CD burners, multi-media, and scanners capabilities. Lawyers maintain notebook computers, cellular phones and pagers for access and communication wherever and whenever our location. The Firm will provide all telephone, cellular and pager numbers, and email information for all lawyers in the Firm through a firm directory. III. MUNICIPAL LITIGATION EXPERIENCE Lawsuits against or on behalf of municipalities can involve very specialized and complex issues. From personal injury to employment discrimination litigation, the attorneys at NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. have the specialized expertise necessary to successfully represent the City. The experienced attorneys of NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. have confronted the types of cases and issues which will face the City. Having over fifty years of municipal experience, our firm is singularly equipped to handle any type of litigation involving the City. Our litigation experience includes cases in both state and federal Courts with appeals argued to the Texas Supreme Court and the United States Supreme Court. Although our firm is not as large as other urban-based full service firms, our practice has been streamlined to exclusively fit the needs of our municipal clients without the need of additional attorneys, paralegals and support staff necessary for legal services unrelated to the representation of cities and political subdivisions. As a result, our attorneys are seasoned municipal attorneys with trial and appellate experience necessary for the representation of today's cities, making NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. the premier municipal law firm in the Dallas/Fort Worth metroplex. Mr. Smith of the Firm is an approved liability defense counsel for the Texas Municipal League Intergovernmental Risk Pool. Mr. Smith actively represents cities and the public officials in litigation in all aspects of the law from employment matters to land use and "takings". Other members of the Firm provide litigation services for municipal and public - 5 - 70672 clients through various insurance carriers. Some of the Firm clients are self-insured and the Firm has provided liability defense counsel for the cities, its officers and employees, in zoning, employment matters, civil rights, public official liability and tort claims. The Firm prides itself in its proactive representation of its public sector clients to ensure that the cities, for which the Firm serves as City Attorney, avoid litigation. In that regard you will find that there is very little litigation and very few reported cases involving our client cities. Other law firms and attorneys are aggressive and sometimes litigious in their approach and philosophy when serving as City Attorney, We will provide the candid advice and counsel necessary to allow the City to make informed decisions and avoid costly litigation; and when faced with litigation, jealously represent the City and its officials. IV. SERVICE PHILOSOPHY NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. has distinguished itself as the premier municipal law firm in the Dallas area by devoting virtually its entire practice to the representation of cities and municipalities. NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. is uniquely qualified to offer specialized, personal and professional legal representation for the municipal client regarding routine and complex municipal legal problems. By limiting their practice, the lawyers of NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. concentrate their undivided attention on exclusively municipal law matters. Therefore, the Firm is extremely knowledgeable regarding the difficulties faced by municipalities and offers an entire range of municipal services to better serve its clients in municipal legal matters. What distinguishes NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P from other law firms is .the Firm's 100 years of continuous existence, over 50 years of dedicated municipal and public law service, candid objective advice without regard to politics, involvement in the community, land use and economic development experience, and cost effective. As a client, the City of Colleyville will receive personal attention as well as professional expertise. At NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. our municipal clients are our business. Communication and accessibility are vital to the Firm's philosophy because they allow the Firm to know precisely the client's expectations and needs. The members of the Firm take pride in their commitment to municipal law and to the clients the Firm is privileged to serve. NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. prides itself on its responsiveness and accessibility to councils and staff. The attorneys will be available to the Mayor, Council, City Manager, City Secretary and staff at all times and may be reached outside the office by digital pager, cellular phone, or at home. The Firm will respond to an immediate request of the City by having more than one person informed and aware of continuing activities of the City so that if the primary attorneys are not available, others who are equally knowledgeable and current on existing problem areas may immediately respond. The Firm is ready and available to provide on site representation whenever and wherever requested. Written communication between the Firm and the City will be via the U.S. Mail, e- mail, facsimile transmission, or by courier services, if necessary. The Firm will ensure - 6 - 70672 continuity and consistency of OpInIOnS and policies through constant coordination and communication among firm members. Members of the Firm meet on a regular basis to discuss client matters, as well as issues and problems applicable to all municipal clients. The Firm will establish a policy and procedure for members of the Firm to follow in providing services to the City of Colleyville. The Firm will work with the Mayor, Council, City Manager, City Secretary and staff to develop the operating policy and procedure to insure that legal services are provided on the basis required by the City. The attorneys assigned to the City of Colleyville will be responsive and oriented to provide rapid response to the City. The Firm will make accessibility a priority, and cooperation and legal expertise a requirement. In addition to the attorneys' outstanding legal expertise and years of experience, the Firm's attorneys are required to have excellent communication and interpersonal skills essential to providing quality services to the City of Colleyville. v. Method of Service The primary attorney will be available 24/7/365 to the City Council, City Manager and the staff, as will all Firm attorneys. The role of the Firm in serving the City is to provide consistent candid legal advice without regard to the politics or to popularity. The only way an attorney or law firm can enjoy the long-standing relationships (10-50+ years) and tenure that our Firm has enjoyed is to be fair, honest, consistent, candid and unafraid to provide the tough advice and counsel when necessary. We believe our role is to provide quality legal services on a cost effective basis and to keep the City free of litigation rather than be silent or condone conduct that leads to litigation. We are not interested in getting the Firm name in any case reporter. We are dedicated public servants who enjoy the representation of municipalities. The Firm is ready and available to provide on site representation whenever and wherever requested. Written communication between the Firm and the City will be via the U.S. Mail, e- mail, facsimile transmission, or by couner services, if necessary. The Firm will ensure continuity and consistency of opinions and policies through constant coordination and communication among firm members. Members of the Firm meet on a regular basis to discuss client matters, as well as issues and problems applicable to all municipal clients, The Firm will establish a policy and procedure for members of the Firm to follow in providing services to the City of Colleyville. The Firm will work with the Mayor, Council, City Manager, City Secretary and staff to develop the operating policy and procedure to insure that legal services are provided on the basis required by the City. The Firm will establish targets for responding to requests for legal services on any basis established by the City. At present, the Firm responds to telephone calls on a same day basis, and is available to meet any deadlines for on-site representation, or turnaround times required for review of contracts, ordinances, resolutions and other documents. The Firm will provide opinions, contracts, ordinances or other documents to the City via U.S. mail, facsimile transmission, e-mail, or by courier, as required. The City attorney can provide verbal instructions to the City staff and follow up with written confirmation to ensure - 7 - 70672 that the City staff is properly advised. To enhance consistency, the Firm will designate attorneys for specific areas of responsibility. The Firm can train one or more staff persons to prepare routine ordinances, resolutions and contracts to be reviewed by the Firm. There must be consistency in the preparation of such documents; otherwise, too much time is spent on the review and correction of draft instruments prepared by staff. It is, however, sometimes easier and faster, thus cheaper, for the Firm to simply prepare the document. The Firm will designate specific attorneys of the Firm to work directly with specific departments and/or personnel such as human resources, police and/or fire departments (including 24/7 legal advisor to the police department), public works, code enforcement, finance, city secretary, city manager or other departments and personnel. For over fifty years, members of the Firm have attended city council, board and commission meetings on a regular basis or as needed. Attorneys are available to attend regularly scheduled or special called meetings of the City Council or other meetings as requested. The Firm is knowledgeable of Robert's Rules of Order and all other procedures applicable to such meetings. Members of the Firm, have extensive knowledge and experience regarding public information and open meetings issues. Since the inception of open government legislation, the Firm has routinely advised City councils and City staff regarding requests for information under the Public Information Act and issues relating to the Open Meetings Act. The Firm has extensive experience in dealing with the Texas Attorney General's Office in these matters and maintains an excellent relationship with that agency. The Firm has successfully litigated against the Texas Attorney General concerning public information requests. The Firm is well experienced in representing municipalities in legislative and administrative hearings, both locally and in Austin, and therefore is well suited to represent municipalities in such matters. The Firm's experience also includes practice before State agencies. Members of the Firm can assist the City Council in legislative matters. Members of the Firm have extensive experience in drafting state and local legislation, ordinance preparation and codification. Members of the Firm are extremely knowledgeable in election law, Department of Justice clearance matters, public official liability and all aspects of municipal law related to the Council. Members of the Firm routinely advise the City Secretary regarding election issues and Department of Justice clearance matters. The Firm has handled election contest litigation, charter adoption and amendments. The Firm has extensive experience in tort claims and risk management and routinely reviews claims submitted by its municipal clients. The Firm has the experience necessary to review and investigate claims and respond immediately. - 8 - 70672 The Firm has extensive experience in the negotiation of franchise agreements with all public utilities, including Southwestern Bell Telephone, General Telephone and Electric, Texas Utilities, Lone Star Gas, Denton County Electric Cooperative d/b/a CoServ and various Cable Television providers. The Firm also monitors developments in state and federal laws regarding zoning and development issues to keep the Firm municipal clients abreast of changes in the law. Since members of the Firm frequently lecture on zoning and land use issues including code enforcement, NICHOLS, JACKSON, DILLARD, HAGER & SMITII, L.L.P. is the best firm to keep a municipality informed on these issues, NICHOLS, JACKSON, Dn..LARD, HAGER & SMITH, L.L.P. has extensive experience in assisting zoning boards of adjustment and planning and zoning commissions. Members of the Firm routinely attend zoning board of adjustment and planning and zoning commission meetings, review their agendas and provide legal opinions on such matters. Although actual attendance at all zoning board of adjustment and planning and zoning commission meetings is not always required, members of the Firm are available to attend as necessary. The Firm has extensive experience in the preparation, interpretation and enforcement of zoning ordinances, sign ordinances, parking regulations, landscape requirements, apartment inspection and minimum housing codes, junk and abandoned vehicles, sexually-oriented business ordinances, trash and debris ordinances, nonconforming uses, annexation, platting and site plan issues. The Firm is familiar with all professional promulgated building and trade codes and maintains an extensive library of the same. The Firm also maintains an extensive ordinance library and conducts continuing legal education focused on municipal issues networked with TML staff. The Firm has the necessary experience and knowledge to serve as legal advisor to the police department and assist the police department in employment and civil service matters. Members of the Firm have extensive litigation experience in police liability issues. Members of the Firm routinely serve as legal advisors to police departments for firm clients. The practice of the Firm is to assign one or more attorneys as legal advisor to the police department. Employment law matters present significant liability risks. Federal and state law may expose the City to excessive verdicts and monetary awards. The City attorney must be familiar with all aspects of human resources, including the complex issues surrounding employment and disciplinary practices, the Americans with Disabilities Act, Whistleblower Act, Civil Rights, the Family and Medical Leave Act, employee benefits, drug testing, veterans re-employment rights, and State and local civil service systems. Since this is an integral part of our current representation, the City of Colleyville can be assured of the Firm's expertise in this vital area. NICHOLS, JACKSON, Dn..LARD, HAGER & SMITH, L.L.P. can provide legal services related to finance. The Firm has on staff a former City Finance Director, who will be available to assist the City in finance matters. This service is unique to NICHOLS, JACKSON, Dn..LARD, HAGER & SMITH, L.L.P. The Firm has extensive experience regarding public utility franchise, worker's compensation, bankruptcy proceedings, unclaimed checks, interlocal cooperation agreements, - 9 - 70672 hotel/motel occupancy tax, and collection of other delinquent accounts including utilities and paving assessments. Members of the Firm routinely prepare and review contracts for public works, inter-local cooperation agreements and assistance regarding insurance certificates, right-of-way acquisition and eminent domain matters. The Firm has the necessary resources to prepare and review any contracts or other related matters on any basis that the City requires. The Firm has extensive experience in the area of economic development activities for municipalities. The promotion of economic development or redevelopment is paramount to the viability of local government. Regardless of size and geographical location, the proper utilization of economic development tools can stimulate growth, stabilize or increase tax base, generate employment and control development. The Firm is extremely knowledgeable in all aspects of tax abatement, tax increment financing, freeport exemption, foreign trade zones, hotel occupancy tax, economic development sales tax (4A & 4B Sales Tax Corporations), economic development grants and incentives under Section 380.001, TEx. Loc. Gov'r CODE, public improvement districts, municipal management districts, and the use of annexation agreements. The Firm's policy and procedure regarding direct contact by citizens varies among municipal clients. The extent and nature of contact with the public will be based upon the direction from the City. The Firm will immediately notify the Mayor or City Manager of direct contact by citizen to ensure that the Council and staff are properly informed. The Firm, consistent with good customer relations will deal with all public inquiries in a proper and diplomatic manner and immediately notify the Mayor or City Manager of the inquiry without cost to the City. VI. ASSIGNED PERSONNEL The primary members of the Firm in charge of providing legal services to the City will be Peter G. Smith and Joseph Gorfida, Jr. Mr. Smith will be the primary attorney, and Mr. Gorfida will be the secondary attorney. All Firm attorneys are dedicated to providing legal services to municipalities and other public sector clients. Accordingly, other partners and associates of the Firm are available to assist the City as needed. All members of the Firm have expertise in municipal matters and are available to respond to any client needs at any time. Mr. Smith, a partner of the Firm since 1985 is the Firm's land use and economic development expert. He joined the Firm in the April 1981 and twenty-two years of experience in all municipal matters. He currently serves as the primary attorney for cities of Allen, DeSoto, Sachse and Richardson. Mr. Smith also has a particular interest and knowledge concerning Economic Development. He has served as a primary Economic Development advisor for numerous cities who form the client base of the Firm. Mr. Smith is a recognized expert in economic development and ad valorem taxation and enjoys a state-wide reputation. He has assisted the El Paso Chamber of Commerce and the City of EI Paso in some complex and politically sensitive tax increment finance matters. He frequently lectures on economic development, land use, ad valorem tax and other municipal matters. In fact Mr. Smith is a frequent lecturer at the University of Texas School of Law Land Use Seminar on economic - 10- 70672 development. This March his topic is TIF for TOD during which he will address the use of tax increment financing in connection with transit oriented development. Also Mr. Smith will again be the featured speaker on economic development at the State Bar of Texas Advanced real Estate Seminar. Mr. Smith is general counsel and litigation counsel for the Dallas, Tarrant and Willaimson County Appraisal Districts. Mr. Smith is an approved liability defense counsel for the TML Intergovernmental Risk Pool. Employment law matters also present significant liability risks. Federal and State law may expose the City to excessive verdicts and monetary awards. The city attorney must be familiar with all aspects of Human Resources, including the complex issues surrounding employment and disciplinary practices, the Americans with Disabilities Act, Whistleblower Act, Civil Rights, the Family and Medical Leave Act, employee benefits, drug testing, veterans re- employment rights, and state and local civil service systems. Since this is an integral part of our current representation, prospective clients can be assured of the Firm's expertise in this vital area. The Firm has designated Karen Nelson for Human Resource Matters. Ms. Nelson currently serves as the Human Resource Attorney for the City of DeSoto, Texas and other Firm clients. Requests for legal services should be directed to Peter G. Smith or Joseph Gorfida unless other Firm personnel have been assigned to specific departments. Mr. Smith and/or Gorfida will either provide the requested service or assign the work to ensure the service is provided timely. Requests for legal services can be made in writing, by facsimile transmission or e-mail. Mr. Smith may be contacted by e-mail atpsmith@nidhs.com.orbycellularphone(214)535-3818.at the office at his direct dial telephone (214) 665-3365 or at home at (972) 671-6765. Mr. Smith's administrative assistant, Gwen Johnson may be reached at her direct dial (214) 665-3325 which also has voice mail or bye-mail atgiohnson@nidhs.com.Mr. Gorfida may be contacted by email at igorfida@nidhs.com or by cellular telephone at 972-679-6759 or at the office. NICHOLS, JACKSON, DILLARD, HAGER & SMITII, L.L.P. can provide reliable and cost efficient prosecutorial services for the municipal court. The Firm has extensive experience in prosecution of all types of cases including code enforcement cases. The practice of the Firm is to assign one or more attorneys as prosecutor for client cities. The Firm has assigned Irina Visan as the primary prosecutor and Jason LeBoeuf as the alternate municipal court prosecutor. The Firm prosecutors routinely provide assistance to the court in preparation of municipal court complaints or other documents processed through the court. The Firm's municipal court prosecution has included courts of record and assistance to the District Attorney's office in prosecuting related appeals. The Firm will provide these services on an hourly or flat fee basis. - 11 - 70672 PETER G. SMITH Born Providence, Rhode Island, September 2,1952 Areas of Practice State and federal litigation an appellate practice with emphasis in state and local government law including civil rights, constitutional law, zoning and land use, personal injury, ad valorem taxation, and all areas of municipal law . Education Texas Tech University (B.A.), 1974 Texas Tech University School of Law (J.D.), 1976 Educations Honors & Activities Pi Sigma Alpha - Political Science Honorary Society Professional Licenses Admitted to Texas Bar, 1977 U.S. Supreme Court (1992) U.S. Court of Appeals, Fifth Circuit (1981) U.S. District Court, Northern and Western Districts of Texas (1981) U.S. Court of Military Appeals (1979) Professional Memberships and Civic Service Research Fellow, The Center for American and International Law Member, Texas City Attorney Association Member, Texas Association of Assessing Officers Member, Texas Association of Appraisal District Member, Texas Municipal League Member, State Bar of Texas Member, American Bar Association Capt., JAGC, U.S. Army, 1977-1981 Lt. Col., JAGC, Texas Army National Guard, 1981-2002 - 12 - 70672 JOSEPH JOHN GORFIDA, JR. Born Rochester, New York, July 22,1970 Areas of Practice State litigation with emphasis in local and state government law including, but not limited to, civil rights, constitutional law , employment discrimination, police liability, personal injury, worker's compensation, tort, and all areas of municipal law, including municipal court prosecution. Education University of South Carolina, Columbia, South Carolina (B.A.,1992) University of Tulsa College of Law, Tulsa, Oklahoma (J.D., 1998) Professional Licenses Admitted to Texas State Bar, 1999, Texas Professional Memberships and Civic Service Member, State Bar of Texas - 13 - 70672 IRINA VISAN PROSECUTING ATTORNEY Born Bucharest, Romania, July 22,1978 Areas of Practice Federal and state litigation and appellate practice for municipalities. Emphasis on criminal prosecution, prosecution of bench and jury trials, presentation of plea bargains. Education Southern Methodist University, Dallas, Texas (B.A., 2000) Southern Methodist University, Dedman School of Law, Dallas, Texas (J.D. 2003) Professional Licenses Admitted to the Texas State Bar, 2003 Professional Memberships State Bar of Texas Dallas Bar Association Dallas Young Lawyers American Bar Association Texas District and County Attorney Association - 14- 70672 JASON LEBoEUF PROSECUTING ArrORNEY Born in Oklahoma City, OK, October 4,1975. Areas of Practice Federal and State litigation and appellate practice for municipalities. Emphasis includes civil rights, employment discrimination, tort claims, and code enforcement. Education University of Oklahoma (BA, 1998) Oklahoma City University School of Law (Juris Doctor, 2001) Professional Licenses State Bar of Texas 2001 Fifth Circuit, United States Court of Appeals 2002 Northern, Eastern, Southern, and Western Districts United States District Courts of Texas 2002 Professional Memberships Member, State Bar of Texas - 15 - 70672 KAREN NELSON HUMAN RESOURCES Born Vicksburg, Mississippi, February 2, 1960. Areas of Practice Federal and State litigation and appellate practice for municipalities. Emphasis includes civil rights, condemnation and land use, employment discrimination, tort claims, civil service, contracts, police advisory, code enforcement, and environmental issues, and extraordinary remedies. Education Texas Tech University Baylor University School of Law Southern Methodist University (B.A. 1981) (J.D. 1984) (M.A. 1994) Professional Licenses State Bar of Texas 1984 State Bar of Arizona 2002 United States District Court, Northern District of Texas 1989 Professional Memberships and A wards Texas District and County Attorneys' Association Appraisers Association of America Nominee, Danny Hill Award, Statewide Conference of Victim Advocates Publications Batson Basics: Who, What, When, How & Why (TDCAA: 2001). Immunity 101 (publication pending) - 16- 70672 VII. MUNICIPAL CLIENT LIST AND REFERENCES MUNICIPAL CLIENT REFERENCES City of Richardson Mayor Gary Slagel Bill Keffler, City Manager P.O. Box 830309 FUchardson, Texas 75083 (972)238-4100 City Attorney (1953 through Present) Town of Cross Roads Harv Kitchens, Mayor Katherine Ritchie, City Secretary 11700 Highway 380 Aubrey, Texas 76227 (940)365-9693 Town Attorney City of Allen Stephen Terrell, Mayor Peter Vargas, City Manager One Allen Civic Plaza Allen, Texas 75002 (972)727 -0100 City Attorney (1996 through Present) City of DeSoto Mayor Michael Hurtt Jim Baugh, City Manager 211 E. Pleasant Run Road, Suite A DeSoto, Texas 75115-3939 (972)230-9642 City Attorney (1991 through Present) City of Coppell Mayor Douglas N. Stover Jim Witt, City Manager P.O. Box 478 Coppell, Texas 75019 (972)304-3618 City Attorney (1959 through Present) Town of Double Oak Mayor Bill Wilkinson Dorothy McDaniel, City Secretary 1100 Cross Timbers Drive Double Oak, Texas 75067 (972)539-9464 Town Attorney Town of Copper Canyon Mayor Lawrence Johnson Elizabeth Penny, Town Secretary 400 Woodland Drive Copper Canyon, Texas 75067-8501 (940)455-2526 Town Attorney City of Duncanville Mayor David Green Kent Cagle, City Manager 203 East Wheatland Road P.O. Box 380280 Duncanville, Texas 75138-0280 (972)780-5001 City Attorney (1953 through Present) Town of Bartonville Mayor Ron Robertson 1941 East Jeter Road Bartonville, Texas 76226 (817)430-4052 Town Attorney City of Farmersville Robbin Lamkin, Mayor Alan Rein, City Manager 205 S. Main Street Farmersville, Texas 75442 (972)782-6151 City Attorney (1995 through Present) - 17 - 70672 City of Forney Darrell Grooms, Mayor P.O. Box 826 Forney,Texas 75126 (972)564-3148 City Attorney City of Hutchins Mayor Artis Johnson Janis G. Daniels, City Secretary 321 North Main Street P.O. Box 500 Hutchins, Texas 75141 (972)225-6121 City Attorney City of Justin Virginia Blevins, City Secretary 415 N. College Justin, Texas 75247 (940) 648-2541 City Attorney City of Lake Dallas Mayor Steve W ohr Beverly Weikum, City Secretary 303 Alamo Street P.O. Box 368 Lake Dallas, Texas 75065 (940)497-2226 City Attorney City of Lancaster Mayor Joe Tillotson Jim Landon, City Manager P.O. Box 940 Lancaster, Texas 75146 (972)227 -2111 City Attorney (1959 through Present) City of Lucas Joe Gambill, City Administrator 151 Country Club Road Lucas, Texas 75002 (972) 727-8999 City Attorney - 18 - City of McClendon-Chisholm Mayor Mike Donegan Charlene Simpson, City Secretary 1248 S. Hwy 205 Rockwall, Texas 75087 (972)524-2077 City Attorney City of Rowlett Mayor C. Shane Johnson George Harris, Interim City Manager 4000 Main Street Rowlett, Texas 75030-0099 (972) 412-6100 City Attorney City of Sachse Mayor Mike Felix Bill Atkinson, City Manager 5560 Highway 78 Sachse, Texas 75048 (972) 495-1212 City Attorney City of Sanger Jack Smith, City Manager 201 Bolivar Street P.O. Box 578 Sanger, Texas 76266 (940)458-7930 City Attorney Town of Talty Mayor Mike Davis P.O. Box 565 Forney, Texas 75126 (972) 648-0914 Town Attorney City of University Park Mayor James Holmes Bob Livingston, City Manager 3800 University Boulevard Dallas, Texas 75205 (214)363-1644 City Attorney (1985 through Present) 70672 City of New Fairview Wanda Davis, City Secretary P.O. Box 855 Rhome, Texas 76078 (817)638-5366 City Attorney City of Tolar Mayor Tom Brown P.O. Box 100 105 Pine Lane Tolar, Texas 76476 (254) 835-4390 City Attorney City of Seagoville Jim Wilkins, Mayor Denny Wheat, City Manager 702 N. Highway 175 Seagoville, Texas 75159 (972) 287-2050 City Attorney City of Cedar Hill Mayor Robert K Franke Alan Sims, City Manager 502 Cedar Street P.O. Box 96 Cedar Hill, Texas 75106 (972)291-5100 City Attorney City of Wilmer Mayor Don Hudson Thomas Lauer, City Administrator 128 N. Dallas Avenue Wilmer, Texas 75172 (972)441-6373 City Attorney City of Ferris Jimmie Birdwell, Mayor Scott Borne, Mayor Pro Tern 100 Town Plaza Ferris, Texas 75125 (972) 544-2110 City Attorney - 19 - City of Kaufman Paula Bacon, Mayor 209 South Washington Kaufman, Texas 75142 (972) 932-2216 City Attorney City of The Colony John Dillard, Mayor Dale Cheatham, City Manager 6800 Main Street The Colony, Texas 75056 (972) 625-1756 City Attorney City of Josephine Terry Wagner, Mayor P.O. 99 Josephine, Texas 75164 (972) 843-8282 City Attorney City of Post Oak Bend Larry Tigert, Mayor 1175 County Road 278 P.O. Box 758 Kaufman, Texas 75142 (972) 932-6015 City Attorney Town of Saint Paul Steve Hufstettler, Mayor 2505 Butscher's Block Saint Paul, Texas 75098-8046 (972) 442-7212 Town Attorney City of Hideaway Bill Kashouty, Mayor P.O. Box 594 Lindale, Texas 75771 (903) 882-9854 City Attorney City of DeCordova Dick Pruitt, Mayor P,O. Box 5905 Granbury, Texas 76049 (817) 326-5887 70672 Dallas Central Appraisal District Foy Mitchell,Jr., Director/Chief Appraiser 2949 N. Stemmons Freeway Dallas, Texas 75247-6195 (214)631-0520 General Counsel (1980 through Present) DeSoto Economic Development Corporation Layne Ballard, Executive Director 1801 N. Hampton Road, Suite 330 DeSoto, Texas 75115 (972) 780-9915 General Counsel Sachse Economic Development Corporation Guy Brown, Executive Director 5560 Hwy. 78 Sachse, Texas 75048 (972) 675-0562 General Counsel Allen Economic Development Corporation Charisse Reaume, Director One Butler Circle Allen, Texas 75002 (972)727 -0100 General Counsel Tarrant Appraisal District John Marshall, Chief Appraiser 2500 Handley-Ederville Road Fort Worth, Texas 76118 General Counsel (817)284-0024 Duncanville Economic Development Corporation Kent Cagle, City Manager 203 East Wheatland Road P.O. Box 380280 Duncanville, Texas 75138-0280 General Counsel (972)780-5001 - 20- Coppell Recreational Development Corporation Jim Witt, City Manager 255 Parkway Boulevard Coppell, Texas 75019 (972)304-3618 General Counsel Williamson County Appraisal District Bill Carroll, Chief Appraiser 510 W. 9th Street Georgetown, Texas 78626-5510 (512) 930-3787 General Counsel 70672 VIII. TRANSITION COORDINATION The Firm will, if selected, begin representation immediately. The Firm will meet with current counsel and review all pending matters. With regard to any pending litigation, we would, in conjunction with the City staff, determine if it was in the best interest for the City to continue with the current counsel on any pending litigation and provide the City Manger and/or the City Council with our recommendation, On any current staff or council issue, we will review the same with the current counsel and gain the benefit of the current counsel's historical knowledge. If it were in the City's best interest, both financially and from consistency of advice perspective, we would recommend continuance of that representation until those matters were concluded. Hence, we would determine the appropriate conclusion dates for final transition and immediately begin the process by meeting with current counsel at the earliest convenience date. As always, we would include both the City Council and staff in this process in order to deliver the best legal services possible in a timely and cost effective manner. IX. FEE STRUCTURE The current rate charged by the Firm is One Hundred Forty Dollars ($140.00) per hour. The Firm's rate of $140,00 per hour applies to all attorneys regardless of position and experience. In the event it becomes necessary to increase the hourly rate for services, written notice thereof shall be provided to the City prior to the approval of the budget for the then ensuing fiscal year. City will reimburse the Firm for all expenses incurred in the performance of such work, including, but not limited to long distance telephone calls, depositions, travel, filing and recording fees, photocopies and any other expenses that are incidental and necessary to providing legal service to the City. Fees are billed on a monthly basis and are due upon receipt. The Firm has determined that a flat rate is a better value and accounting of cost for the City. Hence, the Firm does not charge different rates for different attorneys or services. Additionally, the Firm does not charge for paralegal or staff time. It is our conclusion that these costs are reflected in the attorney fee established. If necessary the Firm is willing to discuss other fee structures with the City. NICHOLS, JACKSON, DILLARD, HAGER & SMITII L.L.P will establish separate invoices for litigation. This enables City Manager and the City Council to account for and manage the cost of litigation not covered by the TML IRP or other insurance carrier. We are cognizant of providing services based on the sensitivity of the public to expenditures of tax revenue. We will work with the City Council and staff to establish a fair and cost effective legal representation of the City. The Firm will provide a detailed monthly invoice of the services provided to the City during the previous 30-day period, The monthly invoice will include: - 21 - a) Time spent to the nearest quarter (.25) of an hour; b) A detailed description of the services provided per task; c) A clear reference to the matter, the issue or the name of the document involved; d) The name or the initials of the attorney providing the service(s); e) The date the service was provided; f) The name of the City Staff or Councilmember for whom the service was provided; and g) The costs incurred for the previous month. The City will pay only for the time of one attorney involved in any inter-office conference. The City will not pay for more than one attorney to attend any meeting, hearing, or other event at which the City Attorney's presence is required, unless otherwise approved by the City. NICHOLS, JACKSON, DILLARD, HAGER & SMITH L.L.P will provide municipal court prosecution services at the Firm's hourly rate. The Firm is willing to discuss other fee arrangements for the municipal court. The Firm will at the option of the City provide a separate monthly invoice for municipal court prosecution services. This will allow the City Manager and City Council to evaluate the cost of municipal court operations. x. CONFLICT OF INTEREST STATEMENT There are no existing or potential conflicts of interest by the attorneys of the Firm. The Firm does not represent any municipality adjoining the City of Colleyville, any neighboring municipality. The Firm does not and will not represent any private sector clients in the boundaries of the City of Colleyville or Tarrant County. The Firm does represent the Tarrant Appraisal District (TAD), which appraises property within the City for ad valorem taxation purposes. Similarly the Firm represents the Dallas Central Appraisal District and numerous cities within its boundaries. The Firm's representation of TAD is beneficial for the City. The Firm agrees while serving as City Attorney not to undertake any representation of any person or entity in any matter adverse to the City. Unlike other law firms, that may submit a proposal to the City, our Firm will not undertake litigation against a municipality. The Firm does not currently nor will the Firm represent any real estate development interests or company either currently or anticipating conducting business with the City. The Firm's policy regarding conflict of interest is governed by the Texas Code of Professional Responsibility. If a municipal client of the Firm perceives a conflict of interest in a particular matter, NICHOLS, JACKSON, DILLARD, HAGER & SMITH, L.L.P. will immediately inform the parties of its representation. At the request of any client, - 22- NICHOLS, JACKSON, Dn..LARD, HAGER & SMITH, L.L.P. will immediately remove itself from the issue and withdraw from such representation of either or both parties depending on the client's desires. Conclusion NICHOLS, JACKSON, Dn..LARD, HAGER & SMITH, L.L.P. can provide the City with excellent legal representation on an effective and cost efficient basis. We pride ourselves on the accountability and the long-standing relationship with our clients. We are confident your City will enjoy such a relationship with us. Respectfully Submitted, NICHOLS, JACKSON, Dll.LARD, HAGER & SMITH, L.L.P. ~~~~ By: Peter G. Smith, Managing Partner 1800 Lincoln Plaza 500 North Akard Dallas, Texas 75201 (214) 965-9900 (214) 965-0010 FAX - 23- Dorothy G. Palumbo Attorney at Law 685 Chaparral Court Highland Village, Texas 75077 940.391.1818 January 13, 2005 Mr. Bill Lindley City Manager City of Colleyville 100 Main Street Colleyville, Texas 76034 RE: Request for Proposals for Legal Services Dear Mr. Lindley. -- Thank you for the opportunity to submit a Proposal for Legal Services for consideration of appointment as the City Attorney for the City of Colleyville, Texas. I am available to provide contract legal services for the duties of the City Attorney at an hourly rate of $100.00 or in the alternative, as an In House City Attorney providing municipal legal service on a full time or part time basis. I would not take on representation of any person or entity in any matter adverse to the City of Colleyville, Texas. Currently, I serve as Senior Assistant City Attorney/Legislative Coordinator for the City of Denton. My qualifications are detailed in my resume, which is attached. My additional areas of responsibility are as the attorney for the Council Ethics Committee and Council Ethics Ordinance and as the attorney for the Council Tree Committee in implementing the City's Tree Preservation Ordinance. In transitioning from my duties for the City of Denton, I would continue to provide municipal legal services to Denton by contract. The City of Colleyville would be my primary client. If selected, I would provide legal advice, counsel, services, training, consultation and opinions to the City Council. I would draft legal documents as requested by the City Council and City Manager. I am able to provide litigation services or supervise outside counsel. During my representation of the Cities of Denton, Garland, Midland and Abilene, I have worked in all areas of municipal law. As Assistant General Council for the Texas Municipal League, I provided municipal legal services and training to Mayors, Council members and City Staff around the State of Texas. - Sincerely, /? i~ 'flOl^o~~~ lJOrothy G. J[ilumbo .- DOROTHY G. PALUMBO 685 Chaparral Court Highland Village, Texas 75077 (940) 349-8393 PROFESSIONAL EXPERIENCE: Advise city officials, Boards and Commissions and prepare legal documents in all areas of municipal law with primary concentration in Land Use. Utility Franchise Fee, Gas Well Development and Legislation. Registered Lobbyist as Assistant General Counsel for the Texas Municipal League from 1994 to 2000, primarily responsible for drafting and passing legislation. Amicus Brief preparation. First and Second Chair Trial responsibility in State and Federal Court from inception of litigation through settlement, mediation, trial and appeal in the areas of civil rights, employment, condemnation, nuisance condemnation and injuries arising under the Texas Tort Claims Act. Monitor of outside counsel on complex litigation and supervision of assistant city attorneys. EMPLOYMENT: May 2000 - Present September 1994 - April 2000 March 1992 - August 1994 April 1989 - September 1991 September 1987 - October 1988 May 1986 - August 1987 June 1984 - November 1985 EDUCATION: ADMITTED TO PRACTICE: .- Senior Assistant City Attorney/Legislative Coordinator City of Denton Assistant General Counsel Texas Municipal League Assistant City Attorney City of Garland, Texas Assistant City Attorney City of Midland, Texas Assistant City Attorney City of Abilene, Texas Staff Attorney UA W -GM Legal Services Plan Assistant General Counsel Southwest Mortgage Service Corp.; Southwest Computer South Texas College of Law, Juris Doctorate, May 1984 Arizona State University, Masters in Education, May 1979 Oklahoma University, Bachelor in Science, May 1975 State Bar of Texas, State Bar of Michigan*, U.S. District Court- Northern and Western Districts of Texas, U.S. District Court- Eastern District of Michigan and U.S. Court of Appeals-Fifth and Sixth Circuits. *Inactive Status Writing Samples Provided upon Request - DOROTHY G. PALUMBO Page 2 2002 to 2004 1994 to 2003 1994 to Present 1997 to Present 1998 to Present - May 2000 April 2000 March 2000 February 2000 HONORS AND ACHIEVEMENTS "Municipal Regulation of Oil and Gas", presented at the Rocky Mountain Mineral Institute, Texas APA seminars, UT Land Use Conference Code Enforcement Legal Instructor, Texas Education Extension Service, Texas A& M Texas Municipal League Institute Panel Moderator and Speaker on Open Government, Planning & Zoning, Personnel, & Liability Texas Department of Housing & Community Affairs, TML & City Planners of Texas Planning & Zoning Workshops, Speaker on Land Use Issues Texas Municipal Courts Education Center Speaker on Prosecuting Ordinance Violations "Using Land Use Laws for Economic Development", TML Economic Development Seminar "Open Government", Bickerstaff, Heath, Smiley, Pollan, Kever & McDaniel Local Government Seminar, Austin, Texas. Southeastern AP A, "The Role of Public Officials in Land Use Decision Making.", Beaumont, Texas Affordable Housing: If You Build It They Will Come, D.T Land Use Seminar, Hyatt Hotel, Austin, Texas 1999 "Land Use Legislative Update", Texas APA Annual Conference, South Padre Island 2000 "Land Use Legislative Update", Texas RFRA, Vested Rights, and other Bills", TML Land Use Legislative Update, Dallas, Texas 1999 "Land Use Legislative Update", Dallas Chapter APA, Texas Speedway, Justin, Texas ^'.- 1999 "Annexation Legislative Update", Southwest APA, Fresno, Texas 1998 "Immunity for Elected City Officials", Henderson County Mayors Association, Athens, Texas ,- DOROTHY G. PALUMBO Page 3 1996 "Election Laws", Bluebonnet City Secretary Association 1996 "The Land Use Process from a Local Zoning Jurisdiction Perspective", 1996 Wireless Build out Conference, San Antonio, Texas 1995 Association of Mayors and City Council Members Conference, Speaker on "Public Official Liability" 1995 "American with Disability Act Update", Texas Municipal Clerks Certification Program 1994 Texas City Attorney Association Speaker, "Police Litigation- False Arrests" 1993 NIT A Scholarship Program Participant 1991 Texas City Attorney Association Speaker, "Recent State Cases" 1990 City of Midland Outstanding Achievement Award Teaching Certification in English, Speech and Drama, Reading Specialist Endorsement ~,,- REFERENCES Mr. Ed Snyder, First Assistant City Attorney City of Denton 215 E. McKinney Denton, Texas 76201 (940) 349-8336 Harvey Cargill, City Attorney City of College Station P.O. Box 9960 College Station, Texas 77842-0960 (979) 764-3507 David Reagan Director of Legal Services Texas Municipal League Risk Pool P.O. Box 149194 Austin, Texas 78714-9194 (512) 491-2409 6000 WESTERN PLACE, SUITE 200 1-30 AT BRYANT-IRVIN ROAD FORT WORTH, TEXAS 76107-4654 EMAIL: TOASE@TOASE.COM 'EBSITE: WWW.TOASE.COM " ;', \)',: "',::,: ./:::: ;.-i '. ',- ,," " Taylor\Olso~ Adkins;Sra~laElam , ' ; ,L,L,P. ,,! 'Attorneys '. i Counselors TELEPHONE: (817) 332-2580 TOLL FREE: (800) 318-3400 FACSIMILE: (817) 332-4740 DENTON: (940) 383-2674 DENTON METRO: (972) 434-3834 WAYNE K. OLSON ExT, 210 wolsont1lltoase.com January 11, 2005 Mr. Bill Lindley City Manager City of Colleyville 100 Main Street Colleyville, Texas 76034 Re: Proposal to Provide Legal Services Dear Mr. Lindley: On behalf of myself and the partners of the law firm of Taylor, Olson, Adkins, Sralla & Elam, L.L.P., we are pleased that you are considering our law firm for the role of city attorney for your City. As you may know, our law firm is a general civil practice firm located in Fort Worth, Texas. The attorneys in ourfirm are experienced atfurnishing legal services to governmental entities and dealing with the unique issues that these entities face. The State Bar of Texas does not offer a legal specialization in municipal law but we do focus the vast majority of our practice on representing cities and other governmental entities. 1) Statement of Qualifications The law firm of Taylor, Olson, Adkins, Sralla & Elam, L.L.P. (TOASE) is a civil law firm formed in July 1997, from the public law section of Fielding, Barrett & Taylor, L.L.P. The named partners of TOASE have practiced law together for over 15 years. The firm's attorneys primarily practice in the area of municipal law; however, we additionally represent other public and governmental entities in diverse administrative and litigation matters. TOASE is one of the few firms in the North Texas area with a practice that centers on governmental representation. The firm has worked diligently to assemble a team of professionals who have a significant background in governmental law and administration. This staffing assures that we have a keen appreciation of the problems and issues confronting our clients. Our firm practice is devoted to the representation of municipalities and therefore we are knowledgeable of state, federal and local laws that govern the day to day operations of municipalities. On a daily basis we provide legal advice to city councils, departments and boards and commissions of the cities we represent. TOASE handles numerous lawsuits against municipalities every year on behalf of the cities we represent and for the Texas Municipal League Intergovernmental Risk Pool. W:\MunicipaI\PROPOSAL\Colleyville,wko.wpd January 11, 2005 Page 2 The firm currently represents 37 North Texas cities as city attorney and assists other cities and counties in various parts of Texas on special projects. We provide the full spectrum of legal services for these entities, including attending and giving advice at meetings of the governmental bodies; reviewing and writing bid specifications, contracts, real estate documents, resolutions, orders, ordinances, and other legal instruments; advising on issues of open meetings, open records, personnel policies, conflicts of interests, zoning, platting and land use issues, and all other legal issues that confront governmental entities; and representing the governmental entities in litigation in all areas of governmental operations. There are presently 19 attorneys in the firm, including seven partners. In addition, we have three full time legal assistants, nine legal secretaries and seven administrative personnel. A firm resume is included with this proposal. It contains the general background of each attorney and legal assistant in the firm, indicating experience and areas of practice. Most of the attorneys in the firm have devoted their entire legal careers to representing municipalities, with several attorneys each having over 20 years of municipal expertise. 2) Firm Resources Ourfirm utilizes numerous resources that are available in the area of municipal law. We are fully networked with our computer system, which is set up for the convenience of our clients to use both Word and Word Perfect, and subscribe to several legal research sites such as Westlaw, Lexis Nexis, Practice Master, Texas Transaction Guide, etc. Our computers are linked to provide daily access to Texas Statutes online, the Texas Attorney General, Secretary of State, the Texas Legislature, Texas Municipal League, federal and state courts, and the PACER trial docketing system. In addition, we subscribe to numerous legal publilcations and periodicals, including West's Texas Statutes, Southwestern Reporter, Texas Town & City, Municipal Lawyer, Law Enforcement Legal Review, and The Urban Lawyer, to name a few. The lawyers in TOASE are members of various organizations devoted to government law practice, including the Texas City Attorneys Association (TCAA) , the International City Attorneys Association (IMLA), the State and Local Government Lawyers Section of the American Bar Association, etc. The attorneys attend seminars focusing on relevant issues and monitor state and federal legislation and regulations to keep informed on current issues of interest to our clients. 3) Municipal Litigation Experience The attorneys in TOASE have exhaustive litigation experience in representing municipalities on all levels, including discovery, pretrial motions, trial preparation, bench and jury trials, and appeals to the Texas Courts of Appeals and Supreme Court, and the Fifth Circuit Court of Appeals and United States Supreme Court. We have experience in representing cities in general civil litigation, such as negligence and contract claims, as well as specialized matters, such as zoning and land use, personnel and civil rights claims. We also have experience in bringing condemnation actions on behalf of municipal clients, including handling administrative commissioners hearings, bench and jury trials, and appellate reviews. W:\Municipal\PROPOSAL\Colleyville.wko.wpd January 11, 2005 Page 3 The firm has represented municipal clients at arbitration hearings arising from public works contract disputes, before the Equal Employment Opportunity Commission and the Texas Commission on Human Rights. TOASE is an approved defense counsel for the Texas Municipal League Intergovernmental Risk Pool and is actively involved in many currently ongoing lawsuits involving municipalities in the North Texas area. 4) Service Philosophy If chosen for this engagement, the firm, in consultation with the City, would designate one attorney as city attorney who would be the primary attorney to provide services to the City. The other attorneys in our firm, however, are available to assist in particular assignments that require additional assistance or special expertise. As can be attested by our other city clients, although one attorney will become your city attorney, the lawyers in the firm work as a team and the firm as a whole will serve as a City Attorney's office, thereby allowing City employees to feel comfortable working with other lawyers on special projects or in the event the primary city attorney is unavailable. TOASE is committed to providing our clients the best legal representation available. In so doing, we recognize that while we work for policy makers, we are not ourselves the policy makers. Rather, our role is to find a way to accomplish the City's objectives by providing the best legal information possible for the consideration of the policy makers. This often involves presenting alternative approaches for consideration and evaluating the risk associated with each. 5) Method of Service As discussed above, our firm practices as a team. The lead attorney will normally be available to the City Council, City Manager and staff members. In the event she is not available, you will always be able to consult one of the other experienced attorneys in our firm. Because of the number of municipalities we represent, from time to time we learn of significant court decisions or other legal developments which could adversely affect our city clients. In such instances, we are pro-active and notify and explain these issues to our clients. Because the fees incurred in so doing are shared between a number of our clients, this process allows the City to anticipate issues and take action to avoid lengthy legal battles and adverse media coverage, at a reasonable cost. We have found that in the long term, such preventative advice is less expensive to the client. As we serve as outside counsel for our clients, we have traditionally provided a method and level of service tailored to fit the specific needs of each client. We perform work daily for some clients, while for others, much less often. If selected to serve as your City Attorney, we will work with you to determine and implement the method of service you deem best for Colleyville. The City Manager normally establishes the level of communication between City staff members and members of our firm. We normally work W:\Municipal\PROPOSAL\Colleyville.wko,wpd January 11, 2005 Page 4 most closely with the City Manager and the Assistant City Manager. We also tailor our method of document preparation for each client. Some of our clients prepare initial drafts of ordinances and contracts and send them to us for a final review. For other clients, we prepare the documents from the first draft to the final document. For most cities, it is a combination. We devote clerical staff necessary to meet the City's deadlines. 6) Assigned Personnel Should the City desire to engage our firm, Debra Drayovitch, a partner in the firm, will be your City Attorney. Debra has been practicing municipal law for over 25 years. The municipal court prosecution will be under the direction of Paul Previte, who prosecutes in the municipal courts of several of our municipal clients. Several of our associates will assist Paul with prosecution when needed. Although Debra will be your primary attorney, the names and experience levels of each attorney who may provide legal assistance to the City are listed below: Carvan Adkins Wade Adkins Rob Allibon Dan Barrett Doug Black Tom Carr Debra Drayovitch Betsy Elam Bryn Meredith Wayne Olson Paul Previte Fritz Quast Tom Scollon TimSralla Charlotte Staples George Staples Allen Taylor April Virnig Cara White 20 years 45 years 14 years 27 years 4 years 25 years 25 years 17 years 5 years 25 years 9 years 2 years < 1 year 21 years 2 years 39 years 21 years 6 years 6 years 7) Municipal Client List and References A list of municipalities which our firm currently represents is as follows: Aledo Alvarado Edgecliff Village Everman Richland Hills River Oaks W:\Municipal\PROPOSAL\Colleyville,wko.wpd January 11 , 2005 Page 5 Annetta Annetta South Aurora Azle Benbrook Benjamin Blue Mound Boyd Bridgeport Burleson Clark Cleburne Corinth Saginaw Southlake Springtown Weston Westworth Village Fairview Granbury Haltom City Haslet Kennedale Lake Worth Newark Mansfield North Richland Hills Ovilla Pelican Bay Red Oak Reno The following is a representative list of the firm's current clients which you may want to contact: Client Name City of Benbrook City of Burleson City of Cleburne City of Haltom City City of Haslet City of Kennedale City of Lake Worth City of Mansfield City of Newark City of N. Richland Hills City of Red Oak City of River Oaks City of South lake MHMRTC TCWDB 8) Transition Coordination Client Contact Cary Conklin Bill Davison Chester Nolen Tom Muir Terry Smith David Miller Joey Highfill Clay Chandler Sherry Edgemon Larry Cunningham Ken Pfeifer Linda Ryan Shana Yelverton Jim McDermott Judy McDonald Telephone No. (817) 249-3000 (817) 295-1113 (817) 645-0901 (817) 222-7760 (817) 439-5931 (817) 478-9869 (817) 913-3456 (817) 276-4273 (817) 489-2201 (817) 427-6007 (972) 617-3638 (817) 626-5421 (817) 481-1429 (817) 735-3805 (817) 531-6760 Years of Representatioo 20 13 8 17 6 11 13 11 20 4 10 12 16 13 6 If engaged by the City of Colleyville, we would recommend having an initial meeting at no charge to the City with several of the lawyers who are likely to work on matters for the City. At this initial meeting, we would meet with the City Manager and various department heads and assistant department heads to become informed of current issues that the City is facing and coordinating the handling of any matters that have upcoming deadlines. At that time, we will also take the opportunity to become familiar with the layout of the City and visit particular sites that the City Attorney might become involved with. We have worked W:\Municipal\PROPOSAL\Colleyville.wko.wpd January 11, 2005 Page 6 with your current City Attorney in the past and we are confident that he will assist in the coordination of a smooth transition to a new law firm. 9) Fee Structure The firm uses a traditional hourly rate fee structure billed in quarter hours. With the hourly rate system, the City is billed for the actual hours worked by attorneys or legal assistants who are working on the City's legal matters. The hourly rate system is easy to administer as it is very straight forward and does not require periodic adjustments to accommodate inequalities which can exist in a "retainer" system. The firm uses a standard hourly rate of $150.00 per hour for attorney time needed for the normal operations of the City. If the firm should be asked to represent the City in litigation, the fee for attorney time would be $175.00 per hour. The fee for paralegal time is $80.00 per hour for work on matters concerning the normal operations of the City and for work on litigation matters. The hourly rate for municipal court prosecution, would be $125.00. Administrative Assistants will be billed at a rate of $25.00. In response to the RFP, we would propose a retainer of $1,000 for attendance at two regularly scheduled city council meetings per month, based upon an expectation that the time entailed will not exceed ten hours per month. The firm generates relatively detailed billing statements which are intended to be management tools as well as billing invoices. City officials may use the billing statements to monitor the types of activities that are occurring within the City that have required legal assistance. During the initial few months of representation of a new municipal client, the firm recognizes that it will devote quite a number of hours into reviewing ordinances and records of the City and coming to some understanding of the status of the City's current legal affairs. This initial influx of time should not be viewed as a benchmark for measurement of long-term representation costs. 10) Conflict of Interest Statement. On behalf of Taylor, Olson, Adkins, Sralla & Elam, L.L.P., I agree that while serving as the City Attorney the firm will not undertake any representation of any person or entity in any manner adverse to the City. Under Texas' Disciplinary Rules of Professional Conduct that are applicable to licensed lawyers, before any member of this firm will become involved in any matter that might conflict with the interest of the City of Colleyville, we would make the City of Colleyville aware of this potential conflict and obtain the City's approval before proceeding or continuing in such representation. At the current time, this law firm represents the cities of Southlake and North Richland Hills which adjoin the municipal boundaries of Colleyville. I am not aware of any conflicts that the City of Colleyville has with those entities. Also, I am not aware of any real estate development interest or company that this law firm currently represents that is currently or anticipating conducting business with the City of Colleyville. W:\Municipal\PROPOSAL\Colleyville,wko,wpd January 11, 2005 Page 7 CONCLUSION The firm of Taylor, Olson, Adkins, Sralla & Elam, L.L.P. appreciates the opportunity to be considered for service as city attorney for the City of Colleyville. We think that we bring an unusually broad base of experience to our municipal clients, and our work for a variety of cities gives us an in-depth understanding of the practical as well as the philosophical considerations in addressing cities' legal issues. If you have questions on any aspect of this proposal, please call me so that I may answer your queries. I can be reached at (817) 332-2580. I look forward to meeting with you and the city council to discuss our proposal. Very truly yours, W/Gcf)~ Wayne K. Olson WKO/ke W:\Municipal\PROPOSAL\Colleyville,wko.wpd "..-.- T AYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P. ATTORNEYS AT LAW -~~ ~I~ ~:: .', 6000 WESTERN PLACE, SUITE 200 FORT WORTH, TEXAS 76107-4654 Telephone (817) 332-2580 Toll Free (800) 318-3400 Fax (817) 332-4740 .-. Carvan E. Adkins Wade Adkins Robert M. Allibon Daniel R. Barrett Douglas W. Black Tom Carr Debra A. Drayovitch Elizabeth A. Elam Bryn Meredith Wayne K. Olson Paul V. Previte Fritz Quast Thomas B. Scollon Tim G. Sralla Charlotte L. Staples George A. Staples, Jr. E. Allen Taylor, Jr. April M. Virnig Cara Leahy White - January 11,2005 ATTORNEYS -- Carvan E. Adkins Born in Abilene, Texas in 1957. He obtained his B.B.A. degree from Baylor University in 1980, and his M.B.A., and J.D. degrees from Texas Tech University in 1984. Mr. Adkins' practice consists primarily of two general areas of presentation. First, he and the firm represent and provide legal counsel to a variety of public entities. He personally serves as General Counsel to the Tarrant County Mental Health Mental Retardation Center and the Tarrant County Workforce Development Board. The position of general counsel to public entities necessarily involves addressing a variety oflegal issues on behalf of the public entities and their employees. Mr. Adkins' second general area of practice is in the area of employment law addressing employment issues and disputes from the job interview to post-termination litigation. In this regard, Mr. Adkins has represented clients before the Equal Employment Opportunity Co mmission, the Texas Commission on Human Rights, the United States Merit Systems Protection Board, and the State and Federal courts of Texas. He is a member of the State Bar of Texas and the Tarrant County Bar Association. He is admitted to practice before the U.S. Court of Appeals for the Fifth Circuit and the U.S. District Court for the Northern and Eastern Districts of Texas. He is certified as a mediator in compliance with Title 7, Chapter, Texas Civil Practice and Remedies Code, and the policies and procedures for training as defined by the Texas Mediation Trainer Roundtable Standards. Papers and Presentations: Mr. Adkins has authored a number of papers on employment law topics, including, "Sexual Harassment in the Workplace, Where Do We Go After Vinson?" Professional Education Systems, Inc., 1987, and "Defending Wrongful Discharge Claims", National Business Institute 1995. He has spoken at continuing education seminars on employment law topics of interest to both employment law - ,ractitioners and human resource managers, including, "Demystifying the EEOC Process", presented to Texas Council Risk Management Fund participants on January 20, 1999, and "Privacy Issues for Public Employees" which was presented to Texas Council Risk Management Fund participants on March 30, 1999, "Privacy Issues Surrounding Internet and E-Mail Usage" presented to Texas Council Risk Management Fund participants on March 14, 2000. Updated for presentation to the Texas Water Conservation Association Property/Casualty Claims Workshop on July 31, 2001, and Open Records and Open Meetings Issues presented to the Community MHMR Center Law Liability Workshop on September 25,2001. Legal Employment History: Shannon, Gracey, Ratliff & Miller - August 1984 to July 1987; Reynolds, Shannon Miller, Blinn, White & Cook - August 1987 to May 1988; Fielding, Barrett & Taylor,L.L.P. - June 1988 to June 1997 (founding partner); Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - July 1, 1997 to present (founding partner). ,- Robert M. Allibon ~ Born in Willow Grove, Pennsylvania in 1965. He graduated cum laude from Texas Christian University in 1987 with a B.B.A. degree in finance. He then attended Texas Tech University School of Law where he obtained his J.D. degree in 1990. He currently practices primarily in the areas of municipal and public law, and municipal litigation. He currently serves as City Attorney to the cities of Bridgeport and Haslet. He was admitted to the State Bar of Texas in November 1990, and is a member of the State Bar of Texas and the Tarrant County Bar Association. He is admitted to practice before the U.S. Court of Appeals for the Fifth Circuit and the U.S. District Court for the Northern and Eastern District of Texas. Legal Employment History: Fielding, Barrett & Taylor, L.L.P. - September 1990 to June 1997; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - July 1,1997 to present (partner). Douglas W. Black Born in Seattle, Washington in 1967. Mr. Black graduated in 1991 from the University of Colorado, Boulder, where he received a B.A. in International Affairs. He received his J.D. degree from University of Denver College of Law in May, 2000. Mr. Black is a member of State Bar of Texas, Tarrant County Bar Association, Fort Worth-Tarrant County Young Lawyers Association and the American Bar Association. His primary areas of practice are municipal litigation and municipal law. He is currently serving as City Attorney to the City of Newark. Mr. Black is admitted to practice before the U.S. District Court for the Northern, Eastern and Southern Districts of Texas. He is fluent in German. -- Legal Employment History: Hill Gilstrap, P.C. - December 2000 to December 2002; Taylor, Olson, Adkins, Sralla & Elam, LLP - January 2003 to present (associate). ~ -- Debra Adami Drayovitch /'#'*-"~ Born in Denton, Texas in 1953. She received a RA. degree with honors from the University of Texas at Austin. In 1978, she received her J.D. degree from Southern Methodist University School of Law. Ms. Drayovitch practices in the area of public and municipal law. She is a member of the State Bar of Texas, the Denton County Bar Association, the Tarrant County Bar Association, the State Bar of Texas Section on Labor and Employment Law. She is a Fellow of the Texas Bar Foundation. She served as president of the Texas City Attorneys Association in 1989 and as a Director of the Association from 1986 to 1993. She served as president of the Denton County Bar Association from 1992 to 1993 and as a Director of the Association from 1988 to 1994. She served as chair ofthe Municipal Contracts, Franchises and Technology Section for the National Institute of Municipal Legal Officers from 1993 to 1995 and as a Director of the Association from 1988 to 1994. She has lectured on behalf of the Texas Municipal League, Texas City Attorneys Association, and has served as an instructor for the Texas City Clerk's Association. She is currently serving as City Attorney to the cities of Corinth and Ovilla. Legal Employment History: Briefing Attorney for Dallas County Criminal District Judges - 1979; City Attorney of the City of Greenville, Texas - September 1979 to March 1982; Assistant City Attorney for the City of Arlington, Texas - March 1982 to March 1985; City Attorney for the City of Denton, Texas - March 1985 to November 1994; Part-time Municipal Judge for the City of Denton - November 1994 to June 1995; Fielding, Barrett & Taylor,L.L.P. - March 1995 to June 1997; Taylor, Olson, Adkins, Sralla& Elam, L.L.P. - July 1, 1997 to present. ~ Elizabeth A. Elam Born in Honolulu, Hawaii in 1951. Ms. Elam attended the University of California at Berkeley and received an A.R degree in Anthropology in 1975. She later was awarded an academic scholarship and attended the Southern Methodist University School of Law, where she received her J.D. degree in 1986. After graduation she was an Assistant City Attorney for the City of Fort Worth. Her Primary area of practice is municipal and public law. She is currently serving as City Attorney to the cities of Edgecliff Village, Newark, Red Oak, Aledo, Aurora, River Oaks and Everman. Ms. Elam is a member of the State Bar of Texas, Tarrant County Bar Association and the Tarrant County Women's Bar Association. Legal Employment History: Fort Worth City Attorney's Office - November 1987 to November 1988; Fielding, Barrett & Taylor, L.L.P. - December 1988 to June 1997 (founding partner); Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - July 1, 1997 to present (founding partner). ~ Bryn D. Meredith ,- Born in Nyon, Switzerland in 1973. Mr. Meredith attended Southern Methodist University and received a B.A. degree in History; Philosophy in 1995. He received his J.D. degree from St. Mary's University School of Law in 1999. Mr. Meredith is a member ofthe State Bar of Texas. His primary area of practice is municipal law. He is currently serving as City Attorney to the cities of Alvarado, Reno, Weston, and Clark. Legal Employment History: Assistant City Attorney, City of Corpus Christi - January 2000 to May 2001; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - May 2001 to present. (associate) Wayne K. Olson Born in Lima, Peru in 1954. He attended Texas Tech University in Lubbock, Texas from 1972 through 1974 and graduated from Southern Methodist University with a B.B.A. degree in Real Estate in 1976. He then attended the University of Texas School of Law where he graduated with a J.D. degree in 1979. From 1979 until 1987, Mr. Olson was an Assistant City Attorney for the City of Fort Worth, working primarily on zoning, planning, and development matters. Since 1987 he has been in private practice in the area of municipal and public law with an emphasis in real estate development and land use law. He is currently serving as City Attorney to the cities of Lake Worth, Haltom City, Kennedale and Granbury. He is a member of the American Bar Association, State and Local Government and G~vernment Lawyers Sections, ,.-the State Bar of Texas-Administrative and Public Law Section, the Texas City Attorneys Association, and , he Tarrant County Bar Association. He is admitted to practice before the United States Supreme Court, the U.S. Court of Appeals for the Fifth and Eleventh Circuits and the U.S. District Court for the Northern and Eastern Districts of Texas. Legal Employment History: Fort Worth City Attorney's Office - August 1979 to July 1987; Reynolds, Shannon, Miller, Blinn, White & Cook - August 1987 to May 1988; Fielding, Barrett & Taylor, L.L.P.- June 1988 to June 1997 (founding partner); Taylor, Olson, Adkins, Sralla & Elam, L.L.P. July 1, 1997 to present (founding partner). - Fredrick "Fritz" Quast ",~ Born in Bryan, Texas in 1974. Mr. Quast was raised in the small central town of Comanche. He attended Texas A&M University where he was a member of the Corps of Cadets and the Fightin' Texas Aggie Band. He received a Bachelor of Science degree in Political Science from A&M in 1997. He received his J.D. degree from Baylor University School of Law in April, 2001 and was licensed to practice law the following November. While attending Baylor, he was an Articles Editor and an Executive Editor for the Baylor Law Review and a member of Phi Delta Phi. Mr. Quast is a member of the State Bar of Texas, the Tarrant County Bar Association and the Fort Worth-Tarrant County Young Lawyers Association. His primary areas of practice are municipal law and municipal litigation. Legal Employment History: Law Clerk for Justice Terrie Livingston, Second District Court of Appeals, Fort Worth, Texas - August 2001 to August 2002; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - September 2002 to present. Thomas B. Scollon Born in Fort Smith, N orthwest Territories, Canada in 1977. Mr. Scollon was raised in Haines, Alaska. He attended Southern Methodist University, graduating summa cum laude with a B.A. in psychology in 1998. In 2003, he received his J.D., summa cum laude, from the University of Illinois College of Law, where he -was a member of the Law Review and the Order of the Coif. Mr. Scollon is admitted to practice in Texas .md Illinois, and is a member of the Tarrant County Bar Association and the Dallas Asian-American Bar Association. His primary area of practice is municipal law. Legal Employment History: Law Clerk to Justice Robert Cook, Illinois Appellate Court, Fourth District - August 2003.to August 2004; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - November 2004 to present. ,- Tim G. Sralla ~-- Born in Jourdanton, Texas in 1957. He attended the University of Texas, graduating in 1979 with highest honors. He was a member of Phi Beta Kappa and Phi Kappa Phi honor fraternities. He then attended the University of Texas School of Law, where he was elected to the Order of the Coif, and graduated with honors in 1982. Since 1983 he has practiced in Fort Worth, primarily in the areas of employment and commercial litigation and appellate advocacy. He has represented clients in many types of disputes, including actions alleging negligence and general torts, employment discrimination, fraud, unfair competition, trade defamation violation of the Texas Deceptive Trade Practices Act, breach of contract and breach of warranty. He is currently serving as City Attorney to the cities of Azle and Richland Hills. In addition to the various state trial courts, he has practiced before the United States District Court for the Northern and Eastern Districts of Texas. He has also handled numerous appeals before the United States Supreme Court, various State Courts of Appeals, the Supreme Court of Texas and the United States Court of Appeals for the Third, Fifth, and Federal Circuits. He has been certified by the Texas Board of Legal Specialization as having special competence in the field of Civil Appellate Law, and is a member of the American Bar Association, the Litigation and Appellate ,- Practice Sections of the ABA, the State Bar of Texas and the Tarrant County Bar Association. He has ..->erved as an adjunct professor oflaw at Texas Wesleyan University School of Law and serves as a member of the Advisory Committee of the Court of Appeals for the Second Appellate District of Texas, and as an officer in the Appellate Section of the Tarrant County Bar Association. He has spoken at numerous seminars regarding various topics relating to appellate and trial practice. Legal Employment History: Shannon, Gracey, Ratliff & Miller - May 1983 to July 1987; Reynolds, Shannon, Miller, Blinn, White & Cook - August 1987 to May 1988; Fielding, Barrett & Taylor, L.L.P.- June 1988 to June 1997 (founding partner); Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - July 1, 1997 to present (founding partner)~ -- E. Allen Taylor, Jr. ",'-'~ A Fort Worth native, born in 1948. He received Bachelors and Master of Urban Planning degrees from Texas A&M University, and a Juris Doctor degree, cum laude, from Baylor University School of Law. He was the Research & Topics Editor of the Baylor Law Review and was a member of the National Order of Barristers. Mr. Taylor is admitted to practice before the Texas Supreme Court, the Northern, Southern, Eastern and Western Districts of Texas, the Fifth and Tenth Circuit Courts of Appeal and the United States Supreme Court. Prior to embarking upon a legal career Mr. Taylor served as Planning Director of the City of Edinburg, Texas, Director of Planning & Community Development for the City of Killeen, Texas and Director of Planning & Community Development for the City of Pharr, Texas. He is currently serving as City Attorney to the cities of Burleson, Cleburne, Southlake, and Mansfield, Texas. Mr. Taylor is the former Chairman of the Plan Commission of the City of Fort Worth, a former member of the Zoning Commission of the City of Fort Worth, a member of the Advisory Board of the Municipal Legal Studies Center of the Southwestern Legal Foundation and was previously a member ofthe Pre-Application Review Panel and the Section 208 Water Quality Advisory Committee of the Lower Rio Grande Valley Development Council. Mr. Taylor practices primarily in the areas of public, municipal and land use law. He has served as a speaker and panelist for a number of conferences and seminars in these fields and has authored a number of articles in the land use and development law area. Legal Employment History: Shannon, Gracey, Ratliff & Miller - February 1983 to July 1987 (partner July 1987); Reynolds, Shannon, Miller, Blinn, White & Cook - August 1987 to May 1988 (partner); Fielding, Barrett & Taylor, L.L.P. - June 1988 to June 1997 (founding partner); Taylor, Olson, Adkins, Sralla & Elam, - ,.L.P. - July 1, 1997 to present (founding partner). April M. Virnig Born in Rochester, Minnesota in 1972, Ms. Virnig graduated in 1994 from the College of St. Benedict in St. Joseph, Minnesota where she received her B.A. in History. She received her J.D. degree in 1998 from Hamline University School of Law in St. Paul, Minnesota. Ms. Virnig's bar admissions include Minnesota, Texas, the U.S. District Court for the District of Minnesota, the U.S. District Court for the Northern and Eastern Districts of Texas, and the U.S. Court of Appeals for the Fifth and Eighth Circuits. Sheauthored "Exactions: What Dolan Didn't Tell Us! An Overview of Recent Court Cases Affecting Platting and Other Planning Functions," and presented it to the American Planning Association on June 14, 2002. She co- authored with Wayne K. Olson, a paper entitled: "Ethical Considerations During the Course of Representing Governmental Entities," which was presented by Mr. Olson at the Texas Municipal League Attorney Workshop on August 22,2003. She is currently a member of the State Bar of Texas, the Tarrant County Bar Association, the Tarrant County Women's Bar Association and the Texas City Attorneys Association. Her primary areas of practice include employment law, civil rights, municipal law, and municipal litigation. Legal Employment History: Mavity & Associates, Minneapolis, Minnesota - 1998-2000 (associate); Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - 2001 to present (associate). - Cara Leahy White ,- Born in Jamaica, New York in 1972. Ms. White attended Texas A&M University and received a Bachelor of Business Administration in Management Degree in 1994. She then attended South Texas College of Law in Houston, Texas, where she graduated summa cum 1aude with her Juris Doctor degree. While attending South Texas College of Law, she was a member ofthe Law Review, Assistant Articles Editor Fall of 1996, and a member of The Order of the Lytae. She co-authored with Carvan E. Adkins the following papers presented to seminars sponsored by the Texas Council of Mental Health Mental Retardation Centers: "Demystifying the EEOC Process" presented by Mr. Adkins January 20, 1999; "Privacy Issues for Public Employees" presented by Mr. Adkins March 30, 1999; and "Privacy Issues Surrounding Internet and E-mail Usage" presented March 14,2000. She is admitted to practice before the Texas Supreme Court, the United States District Court for the Northern District of Texas and the Fifth Circuit Court of Appeals. Her primary area of practice is employment and public law. Legal Employment History: Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - May 1998- to present (associate). OF COUNSEL Wade Adkins ,-. Born in Dallas, Texas in 1937. He graduated from the University of Texas at EI Paso with a B.A. degree in history in 1958. He then attended the University of Texas School of Law with a Bachelor of Laws degree in 1959. He is admitted to practice before the United States Supreme Court, Fifth Circuit Court of Appeals, United States District Court for the Western District of Texas, United States District Court for the Northern District of Texas and all Texas courts. Admitted to Texas State Bar in 1959. Past president of Municipal Legal Studies Center Advisory Board, Southwestern Legal Foundation. He is currently serving as City Attorney to the City of Benbrook. Legal Employment History: Edwards, Belk, Hunter & Kerr - August 1959 to December 1959; U.S. Attorney's Office - August 1960 to December 1961; Self-Employed - January 1962 to June 1963; City of EI Paso (Assistant City Attorney) - 1963 to December 1973; City ofEI Paso (First Assistant City Attorney)- January 1974 to July 1978; City ofEI Paso (City Attorney) - August 1978 to February 1982; City of Fort Worth - March 1982 to February 2000; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - October 2000 to present. - Daniel R. Barrett - Born in 1955, Mr. Barrett graduated in 1975 from the University of Texas at Austin where he received a B.A. in Government. He received his J.D. degree from Texas Tech University School of Law in 1979. Mr. Barrett is a member of the American Board of Trial Advocates, was the Fort Worth Chapter President in 2002 and National Board director in 2003. He is a Life Fellow of the Texas Bar Foundation, Founding Fellow of the Tarrant County Bar Foundation, a Fellow of the American Board of Trial Advocates Foundation, current director of Texas Trial Lawyers' Association (2003-2004), past director and President of Tarrant County Trial Lawyer's Association and past director of Tarrant County Bar Association. Board Certifications include Personal Injury Trial Law by the Texas Board of Legal Specialization and Civil Trial Advocate by the National Board of Trial Advocacy. Memberships include State Bar of Texas, Federal Courts for the Northern and Eastern Districts of Texas, Fifth Circuit Court of Appeals; Supreme Court of the United States, Tarrant County Bar Association, American Trial Lawyers Association, Texas Trial Lawyers Association, Tarrant County Trial Lawyers Association, American Society of Law, Medicine and Ethics, College of the State Bar and Trial Lawyers for Public Justice. Books, Publications and Presentations: Mr. Barrett is the author of the 2002 book Cheaper to Kill than to Maim: A Patient's Guide to Medical Malpractice in Texas, has authored journal and other articles and made invited presentations for such publications and organizations as the Texas Bad Faith Bulletin, Trial Advocacy in Texas, Texas Health Law Reporter, the American Board of Trial Advocates Masters in Trial, The Fort Worth Star-Telegram, The Dallas Morning News, The Tarrant County Physician, The Fort Worth Business Press and others. -- Legal Employment History: Kirby, Ratliff, Manning, Sansom & Greek, 1977-1979; George C. Thompson & Associates, 1979-1980; Jones, Pruitt, Marlow & Barrett, partner, 1980-1981; Law Offices of James P. Wagner, 1981-1984; Shannon, Gracey, Ratliff & Miller, partner, 1984-1988; Fielding Barrett &- Taylor, founding partner, 1988-1997; Law Offices of Daniel R. Barrett, sole practitioner, 1997-2004; T ay lor, Olson, Adkins, Sralla & Elam, LLP, Of Counsel, present. ,- Tom E. Carr ,- LIas a general civil practice, which includes representation of school districts and junior colleges in the North Texas area. He has been practicing law for over twenty-five years and representing school districts and school officials in litigation concerning personnel and employment law, civil rights defense and voting rights litigation. He received his law degree from Texas Tech School of Law. He is a former director of the State Bar of Texas, a past president of the Tarrant County Young Lawyers Association and was selected Outstanding Young Lawyer by that organization in 1989. He has served on the Benbrook city council and Chair of the School Law Section of the State Bar of Texas. He has spoken at numerous workshops, seminars and conferences in the area of school law. He has represented school districts in both state and federal courts, as well as, the United States Court of Appeals for the Fifth Circuit and the United States Supreme Court. He is currently a member of the labor and employment law and school law sections of the State Bar of Texas, The Texas and National Association of School Board's Council of School Attorneys. He received the Presidential Citation from the State Bar of Texas in 2001, and the Nancy Grams Memorial Award for Outstanding Contribution to Law Focused Education in the state of Texas. He is a Life Fellow of the Texas Bar Foundation and a Charter Life Fellow of the Tarrant County Bar Foundation. Paul V. Previte Born in Rome, New York in 1969. Paul attended the University of Buffalo and graduated with a B.A. degree in English in 1991. He attended St. Mary's University School of Law where he graduated with a J.D. degree in 1994. Mr. Previte is a member of the State Bar of Texas, the State Bar of Colorado, the State Bar of Pennsylvania, Tarrant County Bar Association and the Tarrant County Criminal Lawyers ~. \ssociation. His primary practice is litigation, including municipal defense, municipal prosecution, general civil litigation and criminal defense. Legal Employment History: Fielding, Barrett & Taylor, LLP - 1995-1998; Godwin & Carlton - 1998; Adams & Previte, 1998-2002 (Founding Partner); The Law Office of Paul Previte, PLLC. - 1998 - present; Taylor, Olson, Adkins, Sralla & Elam, LLP - 2002 - present. Charlotte L. Staples 'I. Born in Lubbock, Texas in 1968. Ms. Staples obtained her Bachelors of Arts degrees in Psychology and Communications from the University of North Texas in 1991. For many years she was employed with Child Protective Services and other social work organizations, and continues doing volunteer work for people in need. She obtained her Juris Doctorate from St. Mary's University School of Law in 2002. While attending St. Mary's, she was president of their chapter of Phi Alpha Delta, International Legal Fraternity and clerked for Judge Robin Sage. She is a mediator trained in mediations, negotiations and family law mediation. Ms. Staples is a member of the State Bar of Texas. Her primary area of practice is municipal law. Legal Employment History: Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - August 2002 to present. -- George A. Staples, Jr. '-10rn in Madisonville, Texas in 1940. He received his B.A. in Government from North Texas State University and received his Juris Doctor from the University of Texas School of Law in 1965. He began his practice in 1965 as an assistant city attorney for the City of Lubbock. He practiced in Victoria from 1968-1971, and in Tarrant County since 1971. He was executive director of the Golden Crescent Council of Governments from 1969-1970. Mr. Staples is admitted to practice before the Texas Supreme Court, the Northern, Eastern and Southern Districts of Texas, the Fifth Circuit Court of Appeals and the United States Supreme Court. He has served as Director of the Texas City Attorneys Association and a member of the Advisory Board of the Municipal Legal Studies Center of the Southwestern Legal Foundation. Mr. Staples is city attorney for six cities, and defends other cities and public officials in litigation involving civil rights, personnel actions, eminent domain, zoning and other issues. LEGAL ASSIST ANTS Teresa M. Little Born in Freeport, Illinois. Ms. Little obtained her Paralegal Certificate from the University of Texas at Arlington, Texas, in 1997. She has been involved primarily in civil litigation in the areas of Medical Malpractice, Insurance Defense and Products Liability, and has experience in Municipal, Employment and Corporate Law. - .....,egal Employment History: Law Offices of J.M. "Mike" Lee - 1990 to 1994; Cantey & Hanger, P.C. - 1994 to 1995; Decker, Jones, McMackin, McClane, Hall & Bates - 1995 to 1998; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - February 1998 to present. Patricia H. Rainwater Born in Shreveport, Louisiana. Ms. Rainwater attended the University of North Texas, Denton, Texas, and received a Bachelor of Arts in 1970 in History and Speech. In 1977, she obtained a Master of Arts in History and English from the University of North Texas where she was also a member of Phi Alpha Theta, national graduate history honor society, and held a Graduate Teaching Fellowship in history. Additionally, Ms. Rainwater completed course work in the Ph.D. program at the University of North Texas. As a legal assistant, Ms. Rainwater has been involved primarily in the areas of corporate/securities, tax, contracts, commercial litigation, real estate, probate, and estate planning. Legal Employment History: McGown, Godfrey, Decker, et al.-February 1980 to August 1987; Kelly, Hart & Hallman-December 1987 to November 1990; Jackson & Walker-November 1990 to December 1995; Fielding, Barrett & Taylor, L.L.P. - December 1995 to June 1997; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - July 1, 1997 to present. - Harriet S. Siek ,- Born in Sturgis, Michigan. Ms. Siek obtained a RA. degree and a REd. from Adrian College, Adrian Michigan in 1968. She received her Legal Assistant Certification from the Institute for Paralegal Studies in 1988. She is a member of the Fort Worth Paralegal Association. Ms. Siek has been involved primarily in the areas of Municipal, Real Estate, Bankruptcy, Corporate and Family Law. Legal Employment History: Staples & Hampton, P.C.-1987 to 1994; Sharon Amato, P.C.-1994 to 1996; Fielding, Barrett & Taylor, L.L.P.-ApriI1996 to June 1997; Taylor, Olson, Adkins, Sralla& Elam, L.L.P. -July 1, 1997 to present. Melanie H. Tell Born in Cleburne, Texas, Ms. Tell attended Howard Payne University and the University of Texas at Austin, from 1992-1996. She has been involved primarily in civil litigation in the areas of Personal Injury, Insurance Intervention, Employment and Products Liability. Legal Employment History: Billie J. Ticknor, P.C. - 1999 to 2003; Taylor, Olson, Adkins, Sralla & Elam, L.L.P. - July 2003 to present. - - -- REPRESENT A TIVE CLIENTS City of Springtown City of West worth Village A TC Distribution Group, Inc. Bishop Engine & Automatic, Inc. Bowie I S D Dalworth Technologies, Inc. Dallas MetroCare Services Fort Worth IS D Helen Farabee Regional MHMR Centers Hunt County MHMR Johnson County Central Appraisal District Joshua IS D Longhorn Dodge, Inc. Lubbock Regional MHMR Center Mental Health Mental Retardation Tarrant County Navarro County Ponder I S D Southwest Bank Standard Hardware, Inc. Tarrant County College District Tarrant County Workforce Development Board Tarrant Regional Water District Texas Council MHMR Texas Council Risk Management Fund Texas Municipal League Risk Fund Texas Water Conservation Association Risk Management Fund Twin City Poultry Company Wheat Lumber Company City of Aledo City of Alvarado Town of Annetta City of Annetta South City of Azle City of Benbrook City of Blue Mound City of Boyd City of Bridgeport City of Burleson City of Clebume City of Corinth City of Edgecliff Village City of Everman ,,- ~'own of Fairview City of Granbury City of Haltom City City of Haslet City of Kennedale City of Lake Worth City of Mansfield City of Newark City of North Richland Hills City of Ovilla City of Pelican Bay City of Red Oak City of Reno City of Richland Hills - ::ity of River Oaks City of Southlake r' r-- ,--- (0) CHRIS VICKERS& ASSOCIATES ATTORNEYS ANO COUNSELORS AT LAW A PROFESSIONAL LIMITED UABILlTY COMPANY - 6226 COLLEYVILLE BLVD., SUITE B COLLEYVILLE. TEXAS 76034 HI7.421.3961 TEL H 17.251.0505 FAX January 13, 2005 VIA HAND DELIVERY Colleyville City Council 100 Main Street Colleyville, Texas 76034 Re: Proposal For Legal Services - City ofColleyville, Texas Dear Council Members: Please consider the following proposal for legal services: Summary: Chris Vickers & Associates is a five lawyer firm which concentrates on the niche areas of business and estate lawl. Our experience and dedication has fostered excellence which I believe would be invaluable to the City of Colleyville. .- Our main office is in Colleyville, but only nine percent of our clients have a Colleyville address. We do not advertise and over ninety-five percent of our clients are referrals. We do not have an ad in the yellow pages. We do however have the strength, experience, and focus to deliver highly responsive, insightful and efficient counsel and representation to our clients. It has been my experience that most people are dissatisfied with their legal representation. They complain that their lawyers are seemingly incapable of providing meaningful assistance in quantifying and qualifying the risks, alternatives, and downstream costs associated with legal decisions. They further complain that their lawyers are inexperienced and unaware of their operations and thus are ineffective or incapable of integrating legal counsel with vital objectives. Lastly, they complain that the cost of their legal counsel outweighs the value delivered. Since its founding, the goal of this firm has been to provide legal counsel that addresses these concerns, and we have established an excellent reputation by doing so. Two of the firm's attorneys have experience representing governmental entItles but representation of governmental entities has not been a focus area of the firm. I do not view this as a disadvantage. Rather, I believe our focus on rapid growth businesses has 1 Any certificates of special competence in a particular area of law, which have been awarded by the Texas Board of Legal Specialization are specifically described in the attached biographies. All Attorneys are licensed by the Supreme Court of Texas. Proposal for Legal Services - City of Colleyville Page 10f6 made us more perceptive, more responsive, and has armed us with greater insight and experience of the "boots on the ground" concerns that a governmental body is elected to promote and protect. Accordingly, I would offer that our firm is uniquely able to view issues from the bottom up, as opposed to the traditional top down. Statement of Oualifications: I started the firm in May of 2000. It has undergone rapid growth and currently maintains a staff of four associate and one of-counsel attorneys. We are presently negotiating for the addition of a fifth staff attorney and planning expansion of our Colleyville office. We have one legal assistant. Our attorneys range from four and one-half years to over twenty years practice experience. Two of our attorneys have experience representing governmental entities. Firm Resources: The firm's main office is at 6226 Colleyville Boulevard., Suite B. We maintain satellite offices for client meetings in Dallas, Fort Worth, Richardson, Frisco, Las Colinas and Piano. The firm moved to its current site in September of 2002. It was previously located at 2250 West Highway 114, Suite 400, Grapevine, Texas 76051. Municioal Liti2ation Exoerience: At present, over half of the firm's workload is commercial litigation. All of our attorneys have first chair trial experience. Mark Zimmermann is board certified in civil trial law and Marguerite Broussard has a published appellate case. Tracy Kempf was an assistant county prosecutor for Denton County and has substantial experience prosecuting criminal matters. As it has not been necessary, neither our attorneys nor the firm are approved as defense counsel by the Texas Municipal League Risk Pool. - Service Philosoohv: It has been my experience that mediocrity has a comfortable home in the legal services industry. In large part this was my motivation for the creation of our firm. We have distinguished ourselves from other firms in a number of ways. First, we are keenly aware of the difference between solving a problem and winning a fight. Most of our attorney brethren blur this distinction. As a result, their clients "win" lawsuits that could and should have been avoided or terminated at an early stage. We speak clearly, communicate well, and strive to present complex legal issues to our clients in a manner that is easily understood. We are never satisfied, never complacent, and never quit seeking to improve our service. Lastly, we consider value, not time to be the primary factor in our billing. Method of Service: Chris Vickers retains overall responsibility for all matters handled by the firm. When involvement of staff attorneys is necessary or would be of benefit to the City, Mr. Vickers may be expected to assign specific matters to our staff attorneys based upon their expertise, experience and current caseload. With few exceptions, Mr. Vickers would be available at all times to the City Council, City Manager, and staff It helps that COlleyville's City Hall is four minutes from our office and ten minutes from Mr. Vickers's residence in Grapevine. If this firm were to represent the City, we believe that we would provide highly informed, highly participative, but coldly objective legal counsel. We would provide timely, Proposal for Legal Services - City of Colleyville Page 2 of6 accurate, and insightful legal opinions. Furthermore, we would focus on anticipating legal issues before they arise and assist City officials in the elimination or minimization of those dangers before they become news. We believe that the greatest challenge is the economical and effective resolution of legal disputes. To the degree that attorneys are incapable or unsuccessful in forming and executing successful litigation strategies, their clients suffer the expense and angst of protracted litigation. Creative settlement strategies and strategic deterrence are key. When they are skillfully employed, the combination of overwhelming force coupled with creative settlement efforts can quickly and economically resolve legal disputes. Our firm has established an excellent reputation in this regard and I believe that our trial advocacy skills would be of substantial value to the City. Assitmed Personnel: CHRISTOPHER VICKERS Mr. Vickers has received a Bachelor of Science degree from South Dakota State University; a Master of Business Administration from the University of South Dakota; and a Juris Doctorate from Texas Wesleyan University School of Law. As a law student, Mr. Vickers won top honors in moot court trial competition and competed in a number of regional ABA court competitions, again receiving honors. After completing his undergraduate studies, Mr. Vickers served in the U.S. Army as a chemical and nuclear weapons officer and Platoon Leader in the United States and Germany. During his service, he earned Air Assault wings and was awarded two Army Achievement Medals. After returning to civilian life and completing graduate business school, he was recruited by Miles Biotechnology and later BASF. Mr. Vickers worked in a series of progressive positions with a primary emphasis on business evaluation and development of emerging technologies in the specialty chemical industry. Having achieved his corporate goals, he left BASF and founded the firm that bears his name today. In addition to his skills as a lawyer, Mr. Vickers has over 15 years of experience in consultive business development, project management, business valuation, and business negotiations, He has excelled and trained others in these vital business skills both in the U.S. and abroad. MARGUERITE BROUSSARD Ms. Broussard received a Bachelor of Arts in English and Foreign Languages at Baylor University, where she graduated Phi Beta Kappa as both a University Scholar and Honors Program graduate. She attended law school at the University of Oklahoma College of Law. As a student, she received an American Jurisprudence Award for legal research and writing and was a member of the Law Review. Ms. Broussard graduated with distinction. Proposal for Legal Services - City of Colleyville Page 3 of6 After graduating from law school, Ms. Broussard was recruited as an associate in a Dallas commercial litigation firm. During the next eight years she acquired a broad practice experience, but continued her focus on commercial litigation with specific emphasis on business torts and mechanic's lien disputes. Ms. Broussard currently litigates cases in Texas state courts in Dallas, Tarrant and Denton Counties and is admitted to practice before the United States District Courts for the Northern and Eastern Districts of Texas. TRACY KEMPF Ms. Kempf received a Bachelor of Arts in Public Justice and Political Science at St. Mary's University. She attended law school at Texas Wesleyan University School of Law. After graduating law school Ms. Kempf became an associate attorney for a Dallas firm specializing in complex trust and estate matters. She later accepted a position as an Assistant District Attorney in Denton County District Attorney's office, where she maintained a heavy caseload prosecuting a wide variety of civil and criminal cases. Ms. Kempf brings extensive trial experience in both civil and criminal law and is experienced in handling a variety of trust and estate matters. She possesses strong transactional and litigation skills and is a vital member of the firm. JEAN SISKA Ms. Siska is a graduate of the University of Michigan and the Detroit College of Law at Michigan State University. She was a member of Law Review and two award wining Moot Court teams, while maintaining her position on the Dean's List. She also received the American Jurisprudence Award in Decedent's Estates. Ms. Siska has been practicing law since 1990. Prior to joining the firm, she practiced law in Michigan and Las Vegas, Nevada. She has represented clients in a full range of legal services related to closely held businesses and their principals. A litigator, Jean is experienced in commercial litigation including construction law, defective construction claims, resolution of lien, contract and insurance coverage issues. Additionally, she has represented the interests of a variety of business and individuals in the defense of personal injury claims. MARK ZIMMERMANN Mark Zimmermann serves as of counsel to our firm. He attended law school at the University of Virginia where he graduated Phi Beta Kappa, and a University Scholar. Mr. Zimmermann began his career as counsel for the Office of General Counsel at the Department of Housing and Urban Development in Washington, D.C. He later served as the Assistant General Counsel for Real Estate at the Federal Home Loan Mortgage Corporation in Washington, D.C. and as an Assistant United States Proposal for Legal Services - City of Colleyville Page 4 of6 - Attorney for the Western District of Missouri in Kansas City, Missouri. He has represented the United States in numerous civil and criminal cases, appearing frequently in federal district court and before the Eighth Circuit Court of Appeals. He left the U.S. Attorneys office in 1984 to accept a position with Shank, Irwin, & Conant in Dallas, Texas, and later litigation director at Baker, Glast & Middleton, P.C., also in Dallas, Texas. Mr. Zimmermann co-founded Turner, Dealey & Zimmermann in Dallas in 1992 and remains a partner concentrating on complex commercial and intellectual property litigation to this day. Mr. Zimmermann has served as an instructor at the Attorney General's Advocacy Institute in Washington, D.C., and as an Adjunct Professor of Law in Trial Advocacy at Southern Methodist University's Dedman School of Law in Dallas, Texas. He is presently an Adjunct Professor of Law for Trial Advocacy at Texas Wesleyan University School of Law in Fort Worth, Texas, and is an instructor at the National Institute of Trial Advocacy in Dallas, Texas. He was nominated by Texas Wesleyan University School of Law for the Roscoe Pound Foundation Award, and received the Texas Wesleyan Distinguished Adjunct Professor of the Year Award in 2003. Mr. Zimmermann is Board Certified by the Texas Board of Legal Specialization in Civil Trial Law. He is licensed to practice before the Northern District of Texas, Western District of Missouri, Fifth and Eighth Circuit Courts of Appeal and the United States Supreme Court. His bar memberships include the Dallas Bar Association, State Bar of Texas, State Bar of Missouri and District of Columbia Bar. Mr. Zimmermann's published writings include "Why It's Not Called D'hUD," Case and Comment, 1979; "The Prosecutor's Blue Suit," Case and Comment, 1983; "Pink Eggs," Dallas Morning News Magazine, 1985; and "The Collateral Source Rule - Yea or Nay," Texas Lawyer, December 1996. MuniciDaI Client List and References: Neither the firm nor any of the attorneys in our firm currently represent municipal clients. Transition Coordination: Ideally, it would be helpful if the outgoing City Attorney could be retained in an advisory capacity until such time as critical institutional knowledge is transferred and active cases and advisory matters are secured. As soon as these objectives are met, the transition is complete. Fee Structure: Our fee proposal is as follows: Retainer: None Hourly Fees: $200 per hour, billed in ten minute increments for Chris Vickers, Marguerite Broussard, Tracy Kempf, or Jean Siska. $240 per hour, billed in ten minute increments for Mark Zimmermann. Proposal for Legal Services - City of Colleyville Page 5 of6 Travel time is billable at one-half the hourly rate. ~ Costs: We will estimate court costs, filing fees, and related external expenses whenever possible. We may bill for various internal costs [including but not limited to: legal research costs, certified mailing ($15); faxes and photocopies ($.20/page); long distance phone calls (actual cost)], which may be paid or incurred by Attorneys in connection with Client's representation. In no event shall Attorneys be liable for any expenses. Conflict of Interest Statement: If Chris Vickers & Associates, PLLC undertakes representation of the City of Colleyville I agree not to undertake any representation of any person or entity in any matter adverse to the City. This firm does not represent any adjoining or neighboring municipality to the City of Colleyville or any other entity within Tarrant County. I trust that my application has been informative and look forward to meeting with the City Council soon. Sincerely, #~ io'-' Christopher T. Vickers, MBA, JD CTV Ijmc Proposal for Legal Services - City of Colleyville Page 6 of6 CITY ATTORNEY PROPOSAL To: From: Subject: Date: Bill Lindley, City Manager Alan C. Wayland, Attorney Law Offices of Alan C. Wayland City of Colleyville Request for Proposal - City Attorney January 12,2005 Please accept the following as a response by Alan C. Wayland (the "Attorney") to the City of Colleyville's (the "City") City Attorney Services Request for Proposals. PROPOSED ATTORNEY/TEAM: 1. Alan C. Wayland has represented municipalities in both state and federal trial and appellate litigation, as well as transactional matters for the past fourteen years. 2. Alan C. Wayland will be lead City Attorney and will arrange any additional legal representation as required and directed by the City Council. 3. A firm resume of Alan C. Wayland is attached.. PROPOSED FEE STRUCTURE: 1. (a) Compensation package to the Attorney inclusive of all service costs on an hourly basis billable in ten minute increments: $125.00 per hour. (b) In the alternative, a flat rate per month of $2,000.00 per month to the Attorney, to include attendance at all city council, planning and zoning, board of adjustment meetings and municipal court session(s) as well as an additional two hours every week (or four hours every other week) to be available to the city council and staff for review of contracts, proposed ordinances, and any other city business performable during the city attorney hours (office space and equipment to be made available at a City location), it is anticipated that the flat fee would allow for four hours per week of attorney services or 200 hours annually, with any additional time to be billed to the City monthly at $125.00 per hour in ten minute increments. (c) Contract to be automatically renewed for successive one year periods, unless thirty days notice is provided to the other party. 2. Extraordinary services would be any services that would not ordinarily be covered by a City Attorney, i.e. bond attorn'ey issues, catastrophic injuries or death, etc. as the City and Attomey agree should be handled by special counsel. The rate of compensation in extraordinary services situations would be as negotiated and agreed to by outside counsel. 3. Expenses, such as mileage and word processing fees, are included in the Attorney's services. Reimbursable items would be filing fees and fees that would ordinarily be paid by the City, such as postage, court reporter fees, outside copy services, etc. ACCESSIBILITY AND RESPONSIVENESS: 1. The relationship between the City Attorney and the City Council and the City Manager would be one of direct and immediate accessibility. The role of the City Attorney is to provide legal guidance and opinions, but not make administrative or legislative decisions. J Bill Lindley Page 2 January 12.2005 The Attorney will provide accurate and reliable responses in as timely a fashion as possible to allow the City Council and City Manager to have the requested information to make an informed decision. 2. The standard time frame for responses by the City Attorney to direction and inquiry from the City Councilor City Manager would be usually the same day for requests received by telephone or electronic mail. Issues that require additional research or drafting of a response or pleadings would be usually within two to five days depending upon the complexity of the Issue. 3. The Attorney's current workload would accommodate the City's legal demands with the City's requests receiving the highest priority. CONFLICT OF INTEREST STATEMENT: 1. The Attorney neither represents nor has represented any client which representation might conflict with the ability of the Attorney to serve as City Attorney. 2. The Attorney does not currently represent any real estate development, interest, or company that currently or is anticipating conducting business within the City. 3. The Attorney does not accept representation from individuals or entities whose interests conflict with municipalities; however, if such a conflict ever arose it would be fully disclosed to both the City and the other party with a substitute brought in if necessary. REFERENCES: Brad Neighbor First Assistant City Attorney P.O. Box 469002 Garland, Texas 75046-9002 (972) 205-2384 Kenneth Whiteley Attorney 601 Summertree Court Colleyville, Texas 76034 (817) 498-1130 Tim Murphy Attorney 53 Devonshire Bedford, Texas 76021 (817) 267 -5066 Kevin Jones Mayor, Marshall Creek P.O. Box 1070 Roanoke, Texas 76262 (817) 925-7659 Jeanie Roumell Court Clerk 749 Ranch Road F ort Worth, Texas 76131 (817) 743-4703 J ALAN c. Attorney At Law 'WAVLAND 433 E. Northll'esl Highll'dY . P.O. Box 2714 . Grapel'ille . Texas. 76099-2714 . office (817) 488-6488 . facsimile (817) 481-4696 PROFESSIONAL EXPERIENCE APril 1994 to present Attorney, Law Office of Alan C. Wayland Grapevine, Texas Prim",y emph"sis in municip"ll"w combine"! with select general pra..:ticc. Representative clients include: Citie'5 of Argyle. Be"lford, C-;arland, Hurst, Irving, Keller, Marshall Cl'L'ek, :-.lorth ~idlland Hills, Westlake and \'('hite Settlement, Also lllllepellllent Builders, In"-; Justin See,l Company, Inc. Pee aHorney for Blue Star Title. janllary 2004 10 presml Adjunct Faculty in Real Estate Dept. Tarrant County College North East Campus pumlamentals of ~eal Estate Inwstment ~eal Estate Mathematics OclfJber 2001 10 presenl of Counsel to Boyle and Lowry, L.L.P. AlIgml 1991 10 APril 1994 Assistant City Attorney GarlanJ, Texas Principal assistant in litigation and appeals, Section 1983 a..:lioll:;, ct11inenl donlain proceedings (as u'121! as inL'crsc condt?m- nalio/l ,{efense), tort claims defense ife,{era! and slale), police disciplinary pr()C,-~(ling'S, ctllploynll.~nt matters/ various real estate agreements, bankrnptcy conlests, trademark prosecution, drafted cluJ rc\'icwcd l'ompromi::::c scttlct11cnt agrcCt11cnts, deeds, contra~ts, dl1<1 position papers. Legal advisor and liti~ation defense for Employment, Housing, Code Enforcement, Library, and Animal Control Departments. j lily 1990 10 l\l(lrch 1991 Associate Attorney, Hammerle & Associates Lewisville/Denron, Tex,L' Primarily I'L'sponsible for new dient intakl' in Lewis\~lle o[[ice. General pradi(:~ witb ('nlpb~1~i5 on litigation. Collection attorney for finn inclU(lin~ foredosll res. Developed finn dient base and as':iistcd all aHQITlcyS in V31;OU5 nlath~l:: including nUlnicipal clients. SePlember 1989 to}uly 1990 Attorney, Law Office of Alan C. Wayland Grapevine, Tex.lS General law practi..:C' for twenty clients including [our bu~incs5c.s. Assisted \,\'illiam T. Engle, Jr. with institutional. bank and corporate die'nts as well as se'Cond chair in appeals and trials. Augusl 1988 to September 1989 Associate Landman, Atlantic Richfield Company (ARCO) Bakersfield, California ~esponsJJle for lease negotiation and acquisition, rigl,ts-of-way, contract drafting and title searches. Assistecl in acquisition of Tenneco We'5t ($61.)(J mi/!i,,,, purchase). Heavy emphasis in real estale law. Summer 1986 (l1ld 1987 Law Clerk, Texas Employment Commission Austin, Texas Analyze,l and briek"l appellate hearings for Commissioners. Extensive exposure to lalx)!> law issues. LICENSES AND PROFESSIONAL AFFILIATIONS .Texas Bar: 1989; Fellow- College of the State Bar . American Bar A"sociation . United States ~orll,em Dishict of Texas, 1990 . [lnited States Eastern District of Texas, 1991. . Tarrant County Bar Association Member . Texas City AttolTleys Association LEG A L EDUCATION J.D. Degree SI. ,\1ary'" Universily 0/ San Anloni,', 1988 . St. ~Iary's Law J'>UlTlal . ~esearch and \'\\iting Teaching Assistant . Legal Assistant to Probsor Gerry W. Beyer PRE-LA\N EDUCATION Bachclor of Arts Degree, Government. The Universily 0/ Texa" at jlustin, 1984. Higl, School Diploma SoulMake Carro/! High Sch",,1, 1980. References available on request. J MEMORANDUM TO: Mayor and Councilmembers FROM: Cynthia Singleton, City Secretary ~~:..., DATE: January 13, 2005 SUBJECT: Request for Proposals for Legal Services The City Secretary's office received and opened four pieces of mail that were not identified as a response to the Request for Proposal for legal services. Copies are being provided for your review. Tamika Jones Abendroth 18949 Marsh Lane Apt. 1323-Dallas, Texas 75287 - (972) 307-8854- tla76@hotmail.com January 7, 2005 City of Colleyville City Secretary 100 Main Street Colleyville, TX 76034 A TfN: Ms. Cynthia Singleton, City Secretary Dear Ms. Singleton: I am pleased to learn that your office is still accepting applications for an attorney. I have a strong interest in municipal law and request an opportunity to speak with you about the,position. In the summer of 2002, I served as a law clerk for the Honorable Dianne Jones in Dallas County Criminal Court 11 and during the spring of 2003, I worked as an intern in the Felony Child Abuse Division of the Dallas County District Attorney's Office. Ibis invaluable legal experience strengthened my ability to conduct practical research and produce concise legal writing. Additionally, the hands-on nature of my experiences allowed me to analyze actual cases and formulate legal opinions. under the supervision of practicing professionals. My clerkship and interDship provided a thorough knowledge of court processes and enhanced my ability to analyze cases and communicate my ideas to a diverse group of people. I am eager to use the skills I have acquired to serve my community. Furthermore, my legal experiences have strengthened my trial advocacy skills and enhanced my desire to work on behalf of the community. I understand that the position requires a person to be a self-starter and a quick learner - qualities that I possess. I feel that the combination of my experiences and my strong desire to serve make me an excellent candidate for this position. . I have attached my resume for your review. I look forward to speaking with you to discuss this opportunity and to provide any additional information you may need. Thank you for your consideration. J'tlY, Tamika Jones Abendroth 18949 Marsh Lane Apt. 1323 -Dallas, Texas 75287 - (972) 307-8854 - tja76@hotmail.com EDUCATION Texas Wesleyan School of Law Juris Doctorate . Graduated Top 23% . Dean's List: Spring 2003, Fall 2003, and Spring 2004 . Founded "Texas Wesleyan Law Fellowship," funding the performance of public interest work by law students . Phi Delta Phi International Legal Fraternity: Magister; Selected "OffICer of the Year" 2003-2004 . Black Law Students Association: Parliamentarian 2003-2004; Secretary 2002-2003 . Moot Court Honor Society: Public Relations Committee Chair . Academic Support Teaching Assistant: 2002, 2003, 2004 . Dallas County District Attorney's Office, Felony Child Abuse Division: Extern Spring 2003 Fort Worth, Texas May 2004 University of Texas at Dallas Richardson, Texas B.A. in Interdisciplinary Studies with Concentration in Business Management and Human Development May 1999 . Intern to the Dean of Students . University Programming Board in Student Services: Executive Coordinator/Special Events Coordinator LICENSES . Admitted to Texas Bar November 5, 2004 . Credentialed Mediator EXPERIENCE Knowles Legal Publishing Fort Worth, Texas Legal Researcher January 2004 - May 2004 . Performed comprehensive legal research to ensure current and accurate legal publications . Edited citations to comply with proper Bluebook and Texas Rules of Form formats Jane's Due Process Law Clerk . Authored 50-page publication detailing Texas law for public interest clients . Conducted legal research in preparation for trial arguments Austin, Texas Summer 2003 The Honorable Judge Dianne Jones, County Criminal Court 11 Law Clerk . Researched and prepared legal memoranda on domestic violence and family law cases . Prepared case analysis and presentation materials for domestic relations seminars Dallas, Texas Summer 2002 Center for Nonprofit Management Dallas, Texas Program Assistant, Training and Collaboration Services June 2000 - January 2001 . Organized special events, facilitated registration, and coordinated meetings for various programs Americorps Lead Tutor . Supervised 13 "Reading One To One" tutors . Instructed inner-city elementary students in reading program Richardson. Texas September 1999 - August 2000 ADDITIONAL SKILLS I PRO BONO . Participated in Street Law Pro Bono Project at William Jahms..Ntidple School . Participated in Pro Bono Project at AIDS Outreach --------- tamika Jones Abendroth 18800 Lina Street Apt. 314 - Dallas, Texas 75287 - (972) 306-0204 - tia76@hotmail.com REFERENCES Kathy Chapman Assistant Dean of Career Services & Alumni Relations TWU School of Law 1515 Commerce Street Fort Worth, Texas 76102 (817) 212-4050 Stephanie Marshall Editor in Chief7 Legal Counsel Knowles Publishing 5535 Airport Freeway Fort Worth, Texas 76117 (817) 838-0202 Patti Turner Assistant Dean for Student Affairs TWU School of Law 1515 Commerce Street Fort Worth, Texas 76102 (817) 212-4020 Additional references available upon request. MICHAEL B_ GARY 24210 Rain Creek Drive Tomball, Texas 77375 Telephone: (281) 351-4242 Email: m.b.gary@worldnet.att.net January 4, 2005 City Secretary City of Colleyville 100 Main Street Colleyville, Texas 76034 Re: Attorney position. Dear City Secretary: I have litigation experience from general practice law firms and transactional experience from corporations and government agencies. I also have an LL.M from the University of Houston Law Center and a J.D. from South Texas College of Law in Houston. In addition, I have extensive experience and formal corporate training in financial analysis. I would therefore like to apply for an Attorney position with the City of Colleyville. Enclosed, please find a copy of my resume. If you need any further information or if I can be of assistance, please do not hesitate to contact me. My contact information is included at the top of the page and on the enclosed resume. Thank you for your time and consideration. Best regards, ~o-J IJh Michael B. Gary 7 enclosure: MICHAEL B. GARY 24210 Rain Creek Drive Tomball, Texas 77375 Telephone: (281) 351-4242 Email: m.b.gary@worldnet.att.net EXPERIENCE and EDUCATION ChevronTexaco Worldwide Gasification Technology, Inc. (Houston, Texas) Contract Analvst [Independent Contractor] (July 2003 to July 2004): Transaction team member for disposition of proprietary technologies, strategic business units and foreign partnerships. Responsible for internal due diligence of a petrochemical license and contract portfolio consisting of over 3000 agreements. Specific responsibilities include: analysis, interpretation and resolution of issues pertaining to contractual terms & conditions, obligations and requirements. Duties also included interfacing with portfolio team managers, in-house counsel, outside counsel, joint venture officers and licensees. University of Houston Law Center (Houston, Texas) Moster ofLaws (LL.M) in Taxation Law. (January 2002 to Matriculation in May 2003); 3.37 GPA. Michael B. Gary, P.e. dba Law Offices of Michael Gary (Tomball, Texas) Attornev. Solo Practitioner (August 2000 to December 2001): General practice and contract work; . American Tower Corporation (Houston, Texas) Contract Attomev (March 2001 to September 2001): Internal due diligence, legal review and system audit of commercial real property lease and license agreements. Minor & Jester (Denton, Texas) Attornev (August 1999 to February 2000): Responsible for management of 50 + case files in a general litigation law firm. Areas of practice included: real estate acquisitions and litigation; contracts and corporate law; general civil law; criminal defense; and family law. U.S. Small Business Administration (Fort Worth, Texas) ~rney (November 1998 to August 1999): Responsible for management of 100 + case files for a federal disaster assistance program, spanning a 15 state region of the U.S. Duties included: acquisition and disposition of real property; the attachment and perfection of liens; reviewing real estate chains of title; reviewing drafts of secured loan agreements; disbursing loan funds and interfacing with disaster victims and/or their representatives. Law Offices of Sandra Barbeau (Arlington, Texas) Law Clerk (June 1998 to November 1998). Responsible for discovery and pre-trial motion practice in a general litigation firm. Licensed: Attorney, State of Texas, November 1997. Abraham, Watkins, Nichols, Sorrels, Matthews & Friend (Houston, Texas) Law Clerk (August 1997 to October 1997). Responsible for discovery and pre-trial motion practice for lender liability case. South Texas College of Law (Houston, Texas) Doctor of Jurisprudence (J.D.), (August 1994 to Matriculation in May 1997); 2.637 GPA. BANK ONE, Texas N.A. (Arlington, Texas) Business Lender (June 1993 to April 1994): Responsible for management of a $2.7 million small business commercial loan portfolio of over 40 customer relationships. Credit Analvst (March 1990 to June 1993): Responsible for financial analysis of commercial loan portfolio and formal written reports for senior state and regional corporate management. Unit Leader (June 1987 to March 1990): Supervised tellers in motor bank facilities. Formal Training: . BANK ONE Texas' Financial Analysis and Credit Training Program; . Omega's Commercial Loans to Businesses; and . BANK ONE Texas' Advanced Financial Analysis. university of Tens at Arlington (Arlington, Texas) Bachelor of Business Administration (B.B.A.), Matriculation in December 1988; 2.35 GPA. REFERENCES: Available upon request. January 3, 2005 City Secretary City of Colleyville 100 Main Street Colleyville, TX 76034 Dear Madam or Sir, My name is Michael J. Hammond and would like to submit my resume for consideration for the attorney position with the City of Colleyville. I am a 2004 graduate of Texas Wesleyan School of Law and a member of the Texas State Bar Association. The majority of my electives in law school were spent devoted to criminal law and believe that I could contribute very quickly. I am a very goal-oriented and organized person and feel that I could be an asset to the City of Colleyville. If I can provide any additional information or material, please do not hesitate to contact me. I thank you in advance for your time and consideration and look forward to hearing from you soon. Sincerely, Michael J. Hammond 8830 Saddlehorn #275 Irving, TX 75063 (972) 409-5956 Michael J. Hammond 8830 Saddlehom #275 Irving, Texas 75063 972-409-5956 (home) 214-450-2392 (cellular) Education Juris Doctor Texas Wesleyan University School of Law, Fort Worth, Texas . Wesleyan Law Republicans - President, 2003-2004 . Abraham Lincoln Leadership Award, 2004 . Student Bar Association - Health Insurance Subcommittee . Street Law Mentoring Program . Volunteer - National Adoption Day . State Bar of Texas - Member, Law Student Division . lL Moot Court Competition - Semifinalist May 2004 Bachelor of Liberal Arts The University of Texas at Arlington . Major: Political Science . Minor: Business Administration May 2001 Experience Perdue, Brandon, Fielder, Collins and Mort, LLP., Arlington, TX 06/03-Present . Law Clerk Work with supervising attorney in representing cities and school districts in and around 1he Dallas-Fort Worth metroplex in the collection of delinquent property taxes; use numerous research tools to locate and contact taxpayers nationwide; structure appropriate payment schedUles with taxpayers and recommend others for foreclosure proceedings Diagnostic Health Services Ine., Irving TX 06/97-08/03 . Scheduling Coordinator 06/97-08/03 Coordinated schedules for over 60 ultrasound and nuclear medicine technologists; fielded phone calls from hospitals and doctors' offices throughout Texas and Oklahoma and scheduled patients for medical imaging procedures; ordered and ensured timely delivery of radiopharmaceuticals; informed patients of proper preparation techniques for ordered procedures; collected and processed billing information; designed and implemented various productivity reports and education materials . HIP AA Compliance Assistant 12102-4/03 Assisted Chief Operating Officer in researching federal regulations under the Health Insurance Portability and Accountability Act of 1996 and developed corporate policies and procedures to ensure proper compliance companywide . Productivity Assessment 07/01-12/02 Extracted daily billing data for ultrasound and nuclear medicine technologists; transcribed raw data from billing system to formatted Microsoft Excel to provide division manager with an accurate depiction of employee productivity . EEG (Electroencephalogram) Technologist: 10/97-05/98 Traveled to hospitals in and around the DallasIFort Worth metroplex with mobile EEG machine; performed EEG's on patients with a wide variety of symptoms and diagnoses; took patient histories along with a list of current medications; couriered completed procedures to neurologists for final reading and interpretation JOE MICHAEL RUSSELL 9007 ROYAL LANE. WOODWAY, TEXAS 76712.254-666-7509 JOE _ RUSSELL@BAYLOR.EDU January 4,2005 City Secretary City of Colleyville 100 Main Street Colleyville, TX 76034 To Whom It May Concern: I am interested in any possible Assistant City Attorney positions your office may have. I graduated from Baylor Law School in November 2004 and passed the July 2004 bar exam. I am very interested in working as a prosecutor, and I believe my talents and abilities acquired at Baylor, along with my work experience, would be of great benefit to your office. My commitment to criminal practice and trial work has been present since entering law school. As my enclosed resume indicates, my experience and education would enable me to make a substantial contribution to your office. Through internships with McLennan County and Navarro County District Attorney's offices I was able to gain a better understanding for criminal practice by helping screen cases and prepare them for trial. Additionally, my education at Baylor has provided me with a thorough knowledge and understanding of practice and procedure. As previously stated, I am particularly interested in a position with the City of Colleyville due to my desire to become a prosecutor. In my previous employment I was able to gain some experience in the criminal field, which greatly stimulated my interest not only in criminal practice but also trial work. Throughout my three years at Baylor Law School I concentrated my classes on the study of criminal practice and I'm excited about the opportunity to practice in this area. I would appreciate the opportunity to explore my candidacy for employment with your firm further. You may reach me at (254) 666-7509 or Joe_Russell@baylor.edu. Thank you for your time and consideration. Sincerely, ~~ Joe Russell Enclosure Joe Michael Russell Current Address 9007 Royal Lane Waco, TX 76712 (254) 666-7509 (214) 460-1539 cell Joe _Russell@baylor.edu Permanent Address 1717 Sycamore Corsicana, TX 75110 (903) 872-5035 Education Baylor University School of Law-Waco, Texas Graduation: November 2004 Passed July 2004 Bar -Class Rank: Top 33% -Fall 2002 Moot Court Competition -Finalist Bob and Karen Wortham Practice Court Competition . 16 team mock trial competition, with teams made up from the Spring/Summer 2004 Practice Court class University of Texas at Arlington-Arlington, Texas B.A. in History: December 2000 -Dean's List, Fall 2000 -Alpha Chi National Honor Society, Fall 2000 -Omicron Kappa Chapter Phi Alpha Theta, Spring 2000 -Golden Key National Honor Society, Spring 200.0 Emplovment -McLennan County District Attorney's Office-Waco, Texas Intern, Fall 2004 Duties: . screened cases . witness coordination . researched legal issues . assisted in trial preparation . drafted subpoenas -Navarro County District Attorney's Office-Corsicana, Texas Intern, Summer 2003 Duties: . researched post conviction motions for DNA testing . responded to discovery requests . drafted subpoenas -Corsicana Country Club-Corsicana, Texas Assistant Golf Professional, January 200 J - January 2002 References 1. William D. Underwood _ Leon Jaworski Professor of Practice and Procedure, Baylor University - Contact Number: 254-710-6621 2. Patrick Batchelor - Section Chief; Dallas County District Attorney's Office - Contact Number: 214-653-3600 3. Laurie Manske - Assistant District Attorney, McLennan County - Contact Number: 254-757-5084 4. Michael D. Morrison - William J. Boswell Professor of Law, Baylor University - Contact Number: 254-710-4064 5. Terry Means - Federal District Judge- Fort Worth - Contact Number: 817-850-6670 D~@~~~~~ ~I - CITY SECRETARY'S OFFICE Matthew C. Wiebe 1531 S. Hwy 121 #2227 Lewisville, TX 75067 (972) 221-3503 January 11,2005 City Secretary City of Colleyville 100 Main Street Colleyville, TX 76034 Dear City Secretary, I am a recent graduate from The University of Tulsa College of Law and received my Juris Doctor degree in May 2004. I took the Texas Bar Examination in July and am now licensed to practice law in Texas. I am interested in becoming a Municipal City Prosecutor because of my interest in criminal law and prosecuting criminal cases while gaining courtroom experience. Please consider my resume as an application for a Municipal City Prosecutor position with your office. This past summer I was employed as an intern with Philips Hopkins in Denton, Texas. I gained valuable experience and skills drafting pleadings, discovery, and various other documents while working with the civil litigation attorney. I was able to acquire research and writing experience in areas of law including: civil litigation, family, criminal and probate law. In addition, my experience as Candidates Editor on the Tulsa J oumal of International & Comparative Law has necessitated the development of strong oral and written communication skills. I am comfortable interacting and communicating with all people. I also gained courtroom experience as a judicial intern for the Hon. Gregory K. Frizzell in the Tulsa County District Court. I have dedicated myself during undergraduate and law school to academic success and I am active in several law school organizations. I attribute my accomplishments to self-discipline, organization, a desire to meet goals, and continued growth. I would like an opportunity to visit with you to see if my experience and abilities would meet with your office's needs. Thank you for your consideration. Sincerely, pt1~ t- L- Matthew C. Wiebe Matthew C. Wiebe 1531 S. Hwy 121 #2227 Lewisville, TX 75067 (972) 221-3503 Education !&.u! The University of Tulsa College of Law, Tulsa, OK Juris Doctor Degree, May 2004 GPA: 2.959 Class Rank: 62 out of168 ActivitiesIHonors Tulsa Journal of Comparative and International Law Candidates Editor Publication: "Assassination in International and Domestic Law: The Central Intelligence Agency, State Sponsored Terrorism, and the Right of Self Defense" TJCIL Volume 11.1 Phi Delta Phi Legal Fraternity CALI Excellence For The Future Award: Employment Law, Texas Civil Procedure ABNBNA Award For Excellence: Labor and Employment Dean's Honor Roll: Fall2003 Judicial Intern for the Hon. Gregory K. Frizzell: Tulsa County District Court EmDlovment U nder2raduate Texas Tech University, Lubbock, TX Bachelor of Arts, Political Science, December 2000 GPA: 3.44 ActivitiesIHonors President's Honor Roll: 1 Semester Dean's Honor Roll: 3 Semesters Golden Key National Honor Society Umpire for Little League Baseball High school summer baseball team coach Played baseball at Collin County Community College Legal Intern, Philips Hopkins, Denton, TX Conducted factual and legal research and prepared pleadings, motions, and memoranda oflaw. Drafted correspondence, and discovery requests and responses primarily in the areas of insurance, personal injury, and products liability law. May 2003 - August 2003 May 2002 - August 2002 January 2001- August 2001 Courier, Philips Hopkins, Denton, TX Delivered documents to opposing counsel and clients, filed pleadings and other court documents as necessary. Conducted limited factual discovery. Performed various tasks as instructed by attorneys. Assistant to Club Professional, Denton Country Club, Denton, TX Initially employed as a caddie, handled the maintenance of golf carts, bags, and driving range. Promoted to assistant to the Professional, with responsibility for managing play on the course, golf staff, sale of merchandise, and club repair. August 1997 - January 1999 Cashier/Stocker, Winn-Dixie Supermarket, Denton, TX Initially employed as a sacker, and promoted to cashier/stocker. Responsibilities include: order frozen foods, dairy, and general merchandise products, handle transactions, and customer satisfaction. October 1991 - January 1996 LAW OFFICES OF SHERIN THAWER, P.C. FIDELITY NATIONAL TITLE VALLEY RANCH The Offices at Cimarron Trail 305 Cimarron Trail, Suite 140 I~ng,Texas75063 214.239-4511- telephone 214.239.4515 - facsimile WWW.THAWERLAW.COM January 14, 2005 PROPOSAL FOR CITI OF COLLEYVILLE LEGAL SERVICES 1. Statement of Services: The Law Offices of Sherin Thawer, PC is driven by its logo "WiU to Win" TM. Perseverance, aggressive representation, reliability and winning your case are the principles on which we firmly stand. We are dedicated to a being full service firm specializing in civil, commercial, real estate and family litigation. Two competent and energetic attorneys: Sherin Thawer and Gary Lee handle the litigation. In addition we have a staff accountant, paralegal, office assistant and escrow officer to assist us. We are a growing firm with near future plans to expand with more attorneys and support staff. Sherin Thawer, from Houston, Texas, is a Yale Graduate and has been licensed by the State Bar ofT exas for the past seven years. Her litigation record remains stellar. She has represented clients in zoning! ordinance cases in multiple cities including City of PIano in 2003 and City of Carrollton in 2004. Gary Lee from Waxahachie, Texas, is a University of Texas School of Law Graduate and has been licensed since 2003. Gary has conducted several jury trials and numerous mediations. His excellent record speaks for itself including negotiating a six figure settlement during the course of the trial. Currently, Gary is working on a negligent hiring case against the City of Kaufman. 2. Firm Resources: The Law Offices Of Sherin Thawer, PC is located in Valley Ranch/Las Colinas are in Irving. We have 3000 square feet of space which includes a conference center with three conference rooms. We are self contained office with only our staff and our own resources such as copier, fax machine, etc. We have our own copier, and fax machine. In addition to providing outstanding legal services; we also are a fee office for Fidelity National Title Company in order to assist families with buying or selling a home and! or investors who wish to buy and sell commercial properties. Our support staff: Shiraz Shalwani: Business Development Director and Client Relations Nicholle Green: Escrow Officer/Office Assistant Scott Wermers: ParalegaVOffice Assistant AI Lalani: In House Staff Accountant. Prior to relocating to Irving, the office was located in the Spectrum Center in Addison, Texas at 5080 Spectrum Center, Ste 114W, Addison, Texas 75001. Our move was due to the need for more office space and the central location of Irving. We service clients in Dallas, Denton, Tarrant and Collin Counties. 3. Municipal Litigation Experience: The Firm has represented individuals and/or companies against the City of PIano, City of Carrollton, and City of Kaufman. The City of PIano case was a zoning! ordinance case where the business was being forced out due to the nature of its business and future plans for the area by the City. Arguments and presentations were made to the City Council and Mayor. Sherin Thawer was the attorneys primarily handling the case and Diane Wetherbee was the City Attorney assigned on the case. The case ultimately settled, without the necessity of filing suit, with both parties needs satisfied. Sherin has also represented a company who was cited for numerous municipal zoning and ordinance violations by the City of Carrollton. In this instance, the Company and the City reached a plea bargain. Currently, Gary Lee is representing clients against the City of Kaufman for the negligent hiring and supervision of one of their meter readers. This case is currently in litigation. The Law Firm is currently not part of the Texas Municipal League Risk pool but would be willing to get their approval if need be. 4. Service Philosophy: Our goal is to ensure the clients obtain the results they desire thus we live up to our motto: Will to Win. At our Firm, you can rest assured that your case will be handled in a timely and professional manner. We pride ourselves for our dedication, ethical representation, commitment to win, perseverance even when the client is exhausted and great value for the client's dollar. Every attempt is made to avoid litigation and settle the case out of court if it can be. Litigation is often costly and time consuming for many clients. For example, pre litigation demand letters are sent to the opposing party and pre-litigation settlement discussion are undertaken, however if a settlement cannot be reached a lawsuit may be filed. 2 Being a small firm, we are able to give our client's much personal attention and accommodate their schedules whether we need to attend evening meetings or keep the office open on the weekends. 5. Method of Service: It would be an honor to serve the City of Colleyville. The Firm visions working side by side with the Mayor and or City Council on various legal issues. The Firm would be able to assist the City Attorney with settling claims, initiating and or defending law suits, prosecuting cases, and provide legal advice for risk management issues. The Firm would also be able to assist with any real estate transactions. The Firm is aware much City Business is conducted during City Council Meetings which are often in the evening for several hours, the Firm would be able to attend and/or host the meetings. The Law Firm support staffs staff would assist Sherin and Gary with any legal matters for the City. In addition, support staff would be advised to tend to City's matters with utmost priority and attention to detail. We prepare all our own legal documents in- house. With two attorneys in the office, Lead Attorney would able to delegate other commitments and be available to the City as often as he or she is needed. 6. Assigned Personnel: Sherin Thawer-Attend City meetings, attend mediations, initiate and/or defend lawsuits, advise City for various legal matters. Gary Lee-Preparation of legal documents, Advise memos, attend settlement conferences, municipal prosecutions; assist in initiating and defending City in Court. 7. Municipal Client List and References: The Law Firm has represented individuals and companies against the City of PIano, City of Carrollton and City of Kaufman. Ms. Diane Wetherbee, Esq. City of PIano Legal Department PIano, 'IX 75086-0358 972941 7000 Mr. John Mosley, Esq. Attorney for the City of Kaufman 209 South Washington Street Kaufman, 'IX 75142 9729322216 3 Ms. Susan Keller District Attorney City of Carrollton 2001 E. Jackson Road Carrollton, TX 75011 972 466 3348 8. Transition Coordination: Sherin or Gary would meet with appropriate City officials and/or existing City Attorney and have review cases to be taken over and discuss future action and desired results. Files would need to be copied either here at our Firm or the City's office. 9. Fee Structure: Our hourly rates are normally $200/per hour in six minute increments. However for the City and being mindful of their tight budgets and taxpayers, we offer: $175/hr for Attorneys $60/hr for Paralegals/Assistants. Retainers would be $3500 monthly. Please bear in mind it is difficult to state a monthly retainer without knowing how many cases/matters the City currently has and whether they are in litigation and/or their complexity. Therefore the Firm reserves the right to negotiate terms with the City to ensure a mutually beneficial arrangement for both parties. We seek a win a win situation. Fee Agreement is attached. 10. Conflict of Interest Statement: The Law Offices Of Sherin Thawer, PC agrees while serving the City of Colleyville, not to undertake any representation of any person or entity in any matter which would be adverse to the City of Colleyville and Tarrant County. Law Firm currently is not engaged in any business with the City of Colleyville or Tarrant County. 11. Minimum Oualifications & Contact information: Sherin Thawer-In Good Standing with State Bar Office 214 239 4511 ext 113 4 Fax 214 239 4515 Cell 214 6957122 Email: sherin@thawerlaw.com Gary Lee-In Good Standing with State Bar Office 214 239 4511 ext 115 Fax 214 239 4515 Cell: 972 825 3998 Email: garyl@thawerlaw.com Thank you for your time and consideration. We look forward to meeting with the City next Tuesday, Jan. 18, 2005. Sincerely, ~&1ld Sherin Thawer ~~LJ 5 LAW OFFICES OF SHERINTHAWER, P.C. The Offices at Cimarron Trail 305 Cimarron Trail, Suite 160 Irving, Texas 75063 214.239.4511 - telephone 214.239.4515 - facsimile CONTRACTUAL AGREEMENT FOR LEGAL SERVICES Date: Jan. 14,05 Client Name: City of Colleyville City of Colleyville, the undersigned, hereafter called "Client," by execution of this Agreement has this day employed lAw OFFICES OF SHERIN THAWER, P.C., hereinafter called "law Firm," to represent Client in the matter described below: Represent City in all municipal and litigation matters, attend city meetings and advise City on various risk management and legal issues. By execution of this agreement, Client also appoints law Finn as his agent and lawful attorney-in-fact in connection with this matter. Costs of Services Rendered: HaUTh Plus Expenses (1) Retainer & Hourly Fees The initial retainer required is $3500.00. This initial sum will be applied against all legal services rendered on your case, billed at the respective hourly rates listed below. Once the initial sum is exhausted, Client agrees to further compensate law Finn for all legal fees subsequently incurred plus those expert! consultant fees and costs, as set forth in more detail herein below. The hourly rates charged by law Finn are as follows: Attorneys $175.00 per hour Sherin Thawer $175.00 per hour Gary Lee Legal Assistant $60.00 per hour Scott Wenners Nicholle Green Legal Assistant $60.00 per hour Shiraz Shalwani Law Clerks $60.00 per hour (2) Expert/Consultant Fees The needs of your case may require the retention of various third-party experts and! or consultants. Should the --------------------------------------------- CONTRACTUAL AGREEMENT FOR LEGAL SERVICES - PAGE I of 5 need arise, we will confer with you in advance regarding the cost and necessity of such experts and! or consultants. Once retained, Client agrees to timely pay such experts and! or consultants for services they render. Client agrees to pay all such experts and/or consultants within ten (10) days of receipt of such third-party invoices and recognizes that failure to pay experts and/or consultants is grounds for withdrawal of Law Firm. (3) Costs In addition to legal fees and expert/consultant fees, Client also agrees to pay all reasonable expenses incurred by Law Firm in this matter. Such expenses include, but are not limited to the following: (1) Postage (first class, certified, FedEx/UPS, etc.); (2) Photocopies (at the rate of $0.25 per copy, unless directed to a third-party service provider, in which case, actual charges will be forwarded for reimbursement); (3) Long distance telephone calls; (4) Fax ttansmission charges (at the rate of $1.00 per page); (5) Travel and mileage (mileage billed at the rate published by the Internal Revenue Service, currently $0.34 per mile); (6) Parking; (7) Filing fees; (8) Courier fees; (9) Process server fees; and ( 10) Court reporting / stenographic services. The Firm reserves the right to adjust expense cost as needed. No Work Commences Until Retainer Received Work on your file will only begin when Law Firm receives $3500.00 as an advance deposit against the above- stated minimum fee and expenses. Any balance remaining at the end of your case will be refunded to you. T erminati~n/Withdrawal Law Firm has the right to cease legal work, terminate this Agreement, and withdraw from representing the Client for any of the following reasons: 1. You fail to pay fees, costs, or expenses as provided by this Agreement or you fail to pay invoices submitted by experts and! or consultants retained to assist with Client's legal matter; 2. You fail to cooperate and comply fully with all reasonable requests of Law Firm in reference to your case; 3. You use Law Firm's services to perpetrate a crime or fraud or persist in a course if action we believe to be fraudulent or criminal, or you insist on pursuing an objective that Law Finn considers repugnant or imprudent or with which we fundamentally disagree; 4. You engage in conduct which renders it unreasonably difficult for Law Firm to carry out the purposes of its employment; or 5 . You fail to furnish any required additional Retainer within three days of request from Law Firm. If you fail to replenish your tetainer, Law Firm will withdraw from your case immediately. Should you discontinue or discharge Law Firm from representation for any reason, you agree to compensate Law Firm for all legal fees incurred through the date of discharge. Discharging Law Firm does not extinguish your CONTRACfUALAGREEMENTFOR LEGALSERVlCES - PAGE 2 of 5 liability for legal fees incurred prior to that time. The materials contained within your legal file will not be released to you until your account with us is paid in full. The Finn reserves the right to supplement this section until the appropriate action is decided with the client.: Mediation Retainer In the event your legal matter goes to mediation, Law Firm will require that all outstanding balances, if any, be paid in full not less than five (5) days prior to said trial, and that an additional retainer in the amount of $2500 be paid to secure the cost of legal services incurred during trial. Settlement Proceeds & Retainer In the event a settlement is reached at any time throughout the representation, any and all outstanding attorney fee balances and expenses, will be paid out of the settlement proceeds before any settlement check is tendered to you either by a party or the attorneys. Furthermore, client agrees to have settlement check made out to Law Offices of Sherin Thawer, PC. An additional retainer in the amount of $2500, as security for legal services may be required depending on the nature of the case. Any work required to finalize the settlement will not proceed until this additional retainer is received. Arbitration/Trial Retainer In the event your legal matter goes to trial, Law Finn will require that all outstanding balances, if any, be paid in full not less than five (5) days prior to said trial, and that an additional retainer in the amount of $10,000 be paid to secure the cost of legal services incurred during trial. Amount of Documents Automatically Forwarded to You Unless indicated otherwise below, we will provide you copies of "all" documents generated during our representation regardless of importance (e.g., letters, pleadings, etc.). Because we charge for the copies and postage used in preparing and forwarding these copies to you, there will be at least an incremental cost associated with providing this service to you. You can, if you'd like, narrow the degree to which you receive documents on your case. Accordingly, please select one of the following three options: (Please initial your selection) (1) All documents. (Default) Copies of" all" documents generated in your case, mailed either first class or sent by fax (2) Opposing Party Documents Copiers of all correspondence and pleading opposing party sends. _____ (3) Important documents ONLY. Trial Notices, hearing dates and deadlines. (4) No documents forwarded. Under this arrangement, we will not mail you copies of any correspondence or pleadings. We --------------------------------------------- CONTRACruAL AGREEMENT FOR LEGAL SERVICES - PAGE 3 of 5 will, however, keep you informed of what documents or pleadings we have received and/or are sending out and will happily forward you copies of certain documents upon request. Returned Checks: Late Fees All NSF checks will be sent to the Dallas County district attorney's office for criminal prosecution. If you fail to pay your invoices are due upon receipt, failure to pay within two weeks will result in a late charge of $35.00 every two weeks until the invoice is paid in full.. Selection of Attornevs; No Guaranteed Outcome You are hiring Law Firm, and not one specific attorney. Accordingly, Law Firm reserves the right to designate which attorney will perform services on your behalf, who will appear in court or take a deposition, and whether more than one attorney will participate. Law Finn will attempt to reach a settlement to promote as amicable a relationship as possible with the opposing party. If a settlement cannot be reached, Law Firm will litigate your case. Law Firm cannot guarantee the outcome of your case. Application of Settlement Proceeds and Other Monevs Received Any settlement proceeds negotiated and/or collected on behalf of the Client, will be made out solely to the Law Firm. The proceeds will be negotiated by the Law Firm and all monies will be first credited against Client's outstanding invoices from the Law Finn and the remainder of the settlement funds will be sent to the client via Law Finn check and First Class Mail Collection of Attornev Fees; Choice of Law Should the Law Firm find it necessary to resort to litigation in order to collect the attorneys' fees and expenses owed pursuant to this Agreement, the Client shall be liable for reasonable attorneys' fees, costs, and expenses thereby incurred. Venue for any action shall be in Irving, Dallas County, Texas. Client File At any time if you terminate this relationship, you will be allowed to have a copy of your client file at reasonable copy cost (.25 cents per page) plus labor($60.00/hr) to copy it or if the file is too large, a copying service will be used at cost to the client. The file that originates from this office remains in this office as the attorney's record. RESOLUTION OF DISPUTES: MEDIATION then ARBITRATION ANY CONTROVERSY OR CLAIM ARISING OUT OF OR RELATING TO THIS AGREEMENT, OR THE BREACH HEREOF, SHALL BE FIRST SUBMITTED TO MEDIATION. SHOULD THE PARTIES NOT REACH A RESOLUTION AT MEDIATION, THE DISPUTE SHALL THEN BE SUBMITTED TO BINDING ARBITRATION. SUCH ARBITRATION SHALL BE CONDUCfED BEFORE THE FEE DISPUTES COMMITTEE OF THE DALLAS BAR ASSOCIATION AND CONDUCTED IN ACCORDANCE WITH THOSE RULES PROMULGATED BY SAID COMMITTEE. JUDGMENT MAY BE ENTERED ON THE ARBITRATOR'S AWARD IN ANY COURT HAVING JURISDICTION. THE DECISION OF THE ARBITRATOR SHALL BE FINAL AND BINDING ON THE PARTIES. THE PARTIES SHALL EQUALLY DIVIDE ALL COSTS OF THE ARBITRATION. EACH PARlY SHALL BEAR ITS OWN LEGAL FEES IN ANY DISPUTE. THE ARBITRATOR MAY GRANT INJUNCTIVE OR OTHER RELIEF. CONTRACTUAL AGREEMENT FOR LEGAL SERVICES - PAGE 4 of 5 TAX DISCLOSURE AND ACKNOWLEDGMENT The client is advised to obtain independent and competent tax advice regarding these legal matters since legal transactions can give rise to tax consequences. The undersigned law firm and attorney have not agreed to render any tax advice and are not responsible for any advice regarding tax matters or preparation of tax returns, or other filings, including, but not limited to, state and federal inheritance tax and income tax returns. Furthermore, the client should obtain professional help regarding the valuation and location of all assets which may be the subject of a legal matter including but not limited to pensions, employment benefit and profit sharing rights that may be controlled by any other party to the legal matter. Client has read this Agreement and agrees to each of the terms and conditions stated in it. SIGNED, ACCEPTED, and AGREED on CLIENT ONE Signed: LAW OFFICES OF SHERIN THA WER, P.c. By:______________________________________ Sherin Thawer, Managing Attorney The Offices at Cimarron Trail 305 Cimarron Trail, Suite 160 Irving, Texas 75063 (214) 239-4511 - telephone (214) 239-4515 - facsimile Retainer received: Date In form of --------------------------------------------- CONTRACTUAL AGREEMENT FOR LEGAL SERVICES - PAGE 5 of 5