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CM-05-06-096Request for City Council/City Manager Action 7 City Council tip City Manager For Administration Use ONLY Tag* Documents Received Submit completed form for all City Manager and City Council approvals. Department Name: Administration Contact Person: Christine Martinez/Sherri Monore Project Manager/Resource: Project Coordinator: Assigned Attorney: Steve Sheets Council or City Manager Agenda Date: 3 -Jun -05 Blue Sheet Wording --C? t40 -t) Cr Return to: Return date: CC: Lynn Olsen t Project Name: Preparation of Independent Contract Agreements ContractorNendor: Funding Source: Amount: Brown McCarroll, LLP 5250-100-13000 $2,500.00 Enter into an engagement letter with Brown McCarroll, LLP to prepare independent contract agreements related to contract labor for the various positions in the City. Finance Information Is Funding Required? Yes 1 No Initial Construction Contract Construction Contract Amendment Change Order Change in Quantity Unforeseen Circumstances Initial Professional Services Agreement Supplemental Professional Svcs. Agr. # EJPurchasing/Service Agreement QPurchase Order Item(s) to be purchased: Amount 2,500.00 Q Other (Please clearly identify action on lines below) Finance Approval ❑ Finance ❑ Finance ❑ Purchasing Budget Date Date Date Date For Submission to City Manager Only Project Mgr. Signature: Dept. Director Signature: City Attorney Signature* City Manager Signature: Date: Date: Date Date: -05 pproval is required for all items requesting City Managers approval. Updated 3-9-05 BLUE SHEET FORMAT DATE: June 2, 2005 SUBJECT: June 3, 2005 ITEM: Enter into an engagement letter with Brown McCarroll, LLP to prepare independent contract agreements for various contract labor positions within the City. Department: Staff Person: Justification: Information pending discussion with City Manager, Asst. City Manager and City Attorney. Funding: Cost: $2,500.00 Source of funds: 5250-100-13000 Outside Resources: Brown McCarroll, LLP Background Information: The Parks & Recreation department will be employing several individuals as contract labor employees and this agreement will be used as a basis for those types of positions in the city. Public Comment: N/A Blue Sheet Format Updated 01/20/04 Brown McCarroll L.L.P. MARIA MORRIS STEWART Board Certified Labor and Employment Law Texas Board of Legal Specialization James R. Nuse, P.E., City Manager City of Round Rock 221 E. Main Street Round Rock, Texas 78664 ¶):("n MAY 2 111 Congress Avenue, Suite 1400, Austin, Texas 78701-4043 512-472-5456 fax 512-479-1101 May 20, 2005 Re: Independent Contractor Agreements Writer's Direct Line and E-mail Address (512) 479-9774 mstewart@mailbmc.com Thank you for selecting our law firm to prepare independent contractor agreements for various services. It is our understanding that our engagement is limited to performance of services related to this matter. We believe that it is essential that we and our clients have the same understanding of the attorney-client relationship. With this in mind, our firm has adopted our "Standard Terms of Engagement," a copy of which is enclosed. We have begun using the enclosure together with this engagement letter to describe the basis on which we provide legal services to you and how we will be compensated for these services. We ask that you review the enclosed carefully and contact us promptly if you have any questions about our relationship. I will have primary responsibility for your representation and will utilize other attorneys and legal assistants in our firm as I feel appropriate in my professional judgment. The attorneys fees for our services in this regard will be in a reasonable amount not to exceed $2,500.00. If additional services are necessary that will exceed that amount, I will advise you in a timely manner and seek advance approval. We take into account many factors in billing for services rendered, and I will review your statements before being sent out to determine that the amount charged is appropriate. The principal factors in billing for our services are the time and effort and the hourly rates of the attorneys involved. Our schedule of hourly rates for attorneys and legal assistants is based on years of experience, specialization and training in practice, and level of professional attainment. My present hourly rate is $295.00 and, to the extent that other attorneys and legal assistants are involved, their present rates vary from $180.00 to $325.00 for attorneys and $75.00 to $125.00 for legal assistants. Effective January 2002, Brown McCarroll, L.L.P. adopted a File Retention Policy. While we try to retain closed files for an extended period of time, we do reserve the right to destroy or otherwise dispose of all files, without further notice to you and in a manner which preserves the confidential and secret nature of their contents. You are to receive, along with the final bill or Austin • Dallas • Houston • Longview • El Paso AUS:2566207.1 1.822 Cm -05-0(0 -09(0 James R. Nuse, P.E., City Manager City of Round Rock May 20, 2005 Page 2 documents concluding the case, a notice that the file will be retired and stored for a designated retention period. I or the attorney immediately responsible for handling this case will advise you to obtain any papers from the file not previously furnished to you. The file may thereafter, without additional notice to you, be destroyed by the Firm following the designated retention period in which the file is retained. Only upon my written authorization will the file be partially destroyed, destroyed in its entirety, retained for an additional period of time, or returned to you for safekeeping. If you or your company has a Records Retention Policy in place with which outside counsel will need to comply, please let me know so that I may inform our Records Department. In the event you instruct us to return your file to you at the end of the retention period, we will use the last known address in the file to return your file (excluding the work product subfiles); our Firm will not retain a copy. Please review the foregoing and, if it meets with your approval, sign a copy of this letter and return it to me in the enclosed envelope. We are pleased that you are entrusting your work to us. While we cannot guarantee the success of any given matter, we will do our best to provide you with prompt, high quality service. It is important for us to know how our clients feel about the services we provide. If you ever feel that we are not meeting this commitment or you have other questions about our relationship, please do not hesitate to call me or our Managing Partner, Robert J. Werner. We look forward to serving you. The State Bar of Texas has a toll-free "800" number for information relating to the attorney grievance process. The State Bar investigates complaints of professional misconduct by Texas attorneys. Although not every dispute with a lawyer involves professional misconduct, the State Bar Office of General Counsel can provide you with information about how to file a complaint. For more information call 1-800-932-1900. Enclosures APPROVED AND AGREED: By: Yours very truly, BROWN McCARROLL, L.L.P. BY: /1/1 a.A.A2a... /Y1. 0,516wccj- MARIA MORRIS STEWART es R. Nuse, P.E. ty Manager, City of Round Rock Date: LP- -07 James R. Nuse, P.E., City Manager City of Round Rock May 20, 2005 Page 3 cc: Steve Sheets Sheets & Crossfield, P.C. 309 East Main St. Round Rock, TX 78664 BROWN McCARROLL, L.L.P. STANDARD TERMS OF ENGAGEMENT This statement sets forth the standard terms of our engagement as your attorneys. Unless modified in writing by mutual agreement, these terms will be an integral part of our agreement with you. Therefore, we ask that you review this statement carefully and contact us promptly if you have any questions. We suggest that you retain this statement in your file. The Scope of Our Work You should have a clear understanding of the legal services we will provide. Any questions that you have should be dealt with promptly. We will provide services related only to matters as to which we have been specifically engaged. We will at all times act on your behalf to the best of our ability. Any expressions on our part concerning the outcome of your legal matters are expressions of our best professional judgment, but are not guarantees. Such opinions are necessarily limited by our knowledge of the facts and are based on the state of the law at the time they are expressed. We cannot guarantee the success of any given matter, but we will strive to represent your interests professionally and efficiently. Who Will Provide the Legal Services Customarily, each client of the firm is served by a principal attorney contact. The principal attorney should be someone in whom you have confidence and with whom you enjoy working. You are free to request a change of principal attorney at any time. Subject to the supervisory role of the principal attorney, your work or parts of it may be delegated to such other lawyers and legal assistants in the firm as is appropriate in our professional judgment. Such delegation may be for the purpose of involving lawyers or legal assistants with special expertise in a given area or for the purpose of providing services on the most efficient and timely basis. Whenever practicable, we will advise you of the names of those attorneys and legal assistants who work on your matters. How Fees Will Be Set In determining the amount to be charged for legal services we will consider: The time and effort required, the base hourly rates of the attorneys involved, the novelty and complexity of the issues presented, and the skill required to perform the legal services promptly; The fees customarily charged in the community for similar services and the value of the services to you; The amount of money or value of property involved and the results obtained; 2139842_I.DOC 1.822 Responsibility for Payment When the client is more than one person or entity, or is a partnership, each individual person or entity, or each partner, in the case of a partnership, is jointly and severally liable for payment of all fees and expenses incurred, unless special arrangements are made in writing otherwise. In the case of a corporate client, or in other circumstances where it is deemed appropriate, the firm may, prior to undertaking or continuing an engagement, request one or more individual guaranties. In such event, each individual providing a guaranty shall be jointly and severally liable for the full amount of all fees and expenses incurred, unless special arrangements are made in writing otherwise. Retainer Deposit Clients of the firm are commonly asked to deposit a retainer with the firm. The amount of such a retainer will vary depending on the nature of the matter involved and the amount of fees expected to be involved. If any statement to you remains outstanding for more than thirty days, the retainer, or such portion thereof as is necessary, will be applied to the outstanding statement. In such event, you will be expected to replenish the retainer deposit promptly upon request. If the retainer deposit proves insufficient to cover estimated expenses and fees on at least a two-month basis, it may have to be increased. After your last monthly statement the balance of the remaining retainer deposit will be automatically applied to the amount owed to the firm and any remaining balance will be returned to you. If the amount owed to the firm after your final statement exceeds the remainder of your retainer deposit, you will be billed for the difference. Deposits which are received to cover specific items will be disbursed as provided in our agreement with you, and you will be notified from time to time of the amounts applied or withdrawn. Any amount remaining after disbursement will be returned to you. Termination You may terminate our representation at any time, with or without cause, by notifying us. Your termination of our services will not affect your responsibility for payment of legal services rendered and other charges incurred before termination and in connection with an orderly transition of the matter. We are subject to the codes of professional responsibility for the jurisdictions in which we practice, which list several types of conduct or circumstances that require or allow us to withdraw from representing a client, including, for example: nonpayment of fees or other charges, misrepresentation or failure to disclose material facts, action contrary to our advice, and conflict of interest with another client. We try to identify in advance and discuss with our clients any situation which may lead to our withdrawal. If withdrawal ever becomes necessary we will immediately give you written notice of our withdrawal. Billing Arrangements and Terms of Payment We will bill you on a regular basis, normally each month, for both fees and disbursements. You agree to make payment within 30 days of receiving our statement. We will 3 SCHEDULE OF CHARGES FOR NON -LEGAL SERVICES ITEM RATE Computer Assisted Legal Research (includes but not limited to): Lexis, Nexis, Courtlink, Pacer, Westlaw Actual cost of database service. Express Courier: Lone Star Overnight, FedEx, UPS Actual cost. Finishing/Binding: GBC/Spiral, Velo $2.50 per item. Deposition $1.00 per item. Hand Deliveries: Actual cost. Telephone Expense: Long Distance Cellular Distance Actual cost. Actual cost. Mileage: $.36 per mile. Office Supplies: 3 -Ring Binders, Boxes or Other Supplies Actual cost when need for same is beyond the amount required in the normal course of business. Photocopies: $.15 per page. Postage: Actual cost for large mailings, certified or express mail. Facsimiles: $1.00 per page for outgoing transmissions plus long distance charges if applicable. No charge for incoming facsimiles. Retired Records $37.50 ASAP delivery costs (Austin office). Trial Exhibits: $20 large. $10 small. Video Equipment: $5.00 per tape. $15.00 per hour duplicating and editing services. 5 *************** -COMM. JOURNAL- ******************* DATE JUN -03-2005 ***** TIME 14:53 *** P.01 MODE = MEMORY TRANSMISSION FILE NO.= 002 STN NO. COM ABBR NO. STATION NAME/TEL.NO. PAGES DURATION 001 OK a 94791101 007/007 00:02'08" -CITY OF ROUND ROCK START=JUN-03 14:51 END=JUN-03 14:53 ************************************ -5122187097 DATE: CP -0 5 FAX COVER SHEET - ***** - 5122187097- ********* ATTENTION: al Iari O- NS+CULYLV'1-" f COMPAY: fl LO Yl fl I C t ...YD I l DEPARTMENT: FAX 1: TOTAL PAGES (INCLUDING COVER SHEET): '************* ********eeeherr****************************************** FROM: S11ck-Y11 Mon -C.9 DEPARTMENT: Alktirl PHONE: I !�p - L2 CP `f t Conn ARTS 1rid-Li-Der) DL.Lr4' G7 wlf�- Please call if you do not receive all the pages. City of Round Rock - Administration Phone: (512) 218-5401 Fax: (512) 218-7097