HomeMy WebLinkAbout23-022 - Foster Garvey PC - Teamsters 763 Collective BargainingCity of Tukwila
6200 Southcenter Boulevard, Tukwila WA 98188
Contract Number: 23-022
Council Approval N/A
PROFESSIONAL SERVICES AGREEMENT
(Includes consultants, architects, engineers, accountants, and other professional services)
THIS AGREEMENT is entered into between the City of Tukwila, Washington, hereinafter
referred to as "the City", and Foster Garvey PC, hereinafter referred to as "the Consultant", in
consideration of the mutual benefits, terms, and conditions hereinafter specified.
1. Project Designation. The Consultant is retained by the City to perform collective bargaining
legal services in connection with the project titled the Teamsters 763 collective bargaining.
2. Scope of Services. The Consultant agrees to perform the services, identified on Exhibit "A"
attached hereto, including the provision of all labor, materials, equipment and supplies.
3. Duration of Agreement; Time for Performance. This Agreement shall be in full force and
effect for a period commencing upon execution and ending December 31, 2023, unless sooner
terminated under the provisions hereinafter specified. Work under this Agreement shall
commence upon written notice by the City to the Consultant to proceed. The Consultant shall
perform all services and provide all work product required pursuant to this Agreement no later
than December 31, 2023 unless an extension of such time is granted in writing by the City.
4. Payment. The Consultant shall be paid by the City for completed work and for services
rendered under this Agreement as follows:
A. Payment for the work provided by the Consultant shall be made as provided on Exhibit
"B" attached hereto, provided that the total amount of payment to the Consultant shall not
exceed $39,000 without express written modification of the Agreement signed by the City.
B. The Consultant may submit vouchers to the City once per month during the progress of
the work for partial payment for that portion of the project completed to date. Such
vouchers will be checked by the City and, upon approval thereof, payment shall be made
to the Consultant in the amount approved.
C. Final payment of any balance due the Consultant of the total contract price earned will be
made promptly upon its ascertainment and verification by the City after the completion of
the work under this Agreement and its acceptance by the City.
D. Payment as provided in this section shall be full compensation for work performed,
services rendered, and for all materials, supplies, equipment and incidentals necessary to
complete the work.
E. The Consultant's records and accounts pertaining to this Agreement are to be kept
available for inspection by representatives of the City and the state of Washington for a
period of three (3) years after final payments. Copies shall be made available upon
request.
5. Ownership and Use of Documents. All documents, drawings, specifications and other
materials produced by the Consultant in connection with the services rendered under this
Agreement shall be the property of the City whether the project for which they are made is
executed or not. The Consultant shall be permitted to retain copies, including reproducible
copies, of drawings and specifications for information, reference and use in connection with
the Consultant's endeavors. The Consultant shall not be responsible for any use of the said
documents, drawings, specifications or other materials by the City on any project other than
the project specified in this Agreement.
6. Compliance with Laws. The Consultant shall, in performing the services contemplated by
this Agreement, faithfully observe and comply with all federal, state, and local laws, ordinances
and regulations, applicable to the services rendered under this Agreement.
7. Indemnification. The Consultant shall defend, indemnify and hold the City, its officers,
officials, employees and volunteers harmless from any and all claims, injuries, damages,
losses or suits including attorney fees, arising out of or resulting from the acts, errors or
omissions of the Consultant in performance of this Agreement, except for injuries and damages
caused by the sole negligence of the City.
Should a court of competent jurisdiction determine that this Agreement is subject to RCW
4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or
damages to property caused by or resulting from the concurrent negligence of the Consultant
and the City, its officers, officials, employees, and volunteers, the Consultant's liability
hereunder shall be only to the extent of the Consultant's negligence. It is further specifically
and expressly understood that the indemnification provided herein constitutes the Consultant's
waiver of immunity under Industrial Insurance, Title 51 RCW, solely for the purposes of this
indemnification. This waiver has been mutually negotiated by the parties. The provisions of
this section shall survive the expiration or termination of this Agreement.
8. Insurance. The Consultant shall procure and maintain for the duration of the Agreement,
insurance against claims for injuries to persons or damage to property which may arise from
or in connection with the performance of the work hereunder by the Consultant, its agents,
representatives, or employees. Consultant's maintenance of insurance as required by the
agreement shall not be construed to limit the liability of the Consultant to the coverage provided
by such insurance, or otherwise limit the City's recourse to any remedy available at law or in
equity.
A. Minimum Amounts and Scope of Insurance. Consultant shall obtain insurance of the
types and with the limits described below:
1. Automobile Liability insurance with a minimum combined single limit for bodily injury
and property damage of $1,000,000 per accident. Automobile Liability insurance
shall cover all owned, non -owned, hired and leased vehicles. Coverage shall be
written on Insurance Services Office (ISO) form CA 00 01 or a substitute form
providing equivalent liability coverage. If necessary, the policy shall be endorsed to
provide contractual liability coverage.
2. Commercial General Liability insurance with limits no less than $2,000,000 each
occurrence, $2,000,000 general aggregate. Commercial General Liability
insurance shall be at least as broad as ISO occurrence form CG 00 01 and shall
cover liability arising from premises, operations, stop -gap independent contractors
and personal injury and advertising injury. The City shall be named as an
additional insured under the Consultant's Commercial General Liability insurance
policy with respect to the work performed for the City using an additional insured
endorsement at least as broad as ISO endorsement form CG 20 26.
3. Workers' Compensation coverage as required by the Industrial Insurance laws of
the State of Washington.
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Page 2
4. Professional Liability with limits no less than $2,000,000 per claim and $2,000,000
policy aggregate limit. Professional Liability insurance shall be appropriate to the
Consultant's profession.
B. Public Entity Full Availability of Contractor Limits. If the Contractor maintains higher
insurance limits than the minimums shown above, the Public Entity shall be insured for the
full available limits of Commercial General and Excess or Umbrella liability maintained by
the Contractor, irrespective of whether such limits maintained by the Contractor are greater
than those required by this Contract or whether any certificate of insurance furnished to
the Public Entity evidences limits of liability lower than those maintained by the Contractor.
C. Other Insurance Provision. The Consultant's Automobile Liability and Commercial
General Liability insurance policies are to contain, or be endorsed to contain that they shall
be primary insurance with respect to the City. Any Insurance, self-insurance, or insurance
pool coverage maintained by the City shall be excess of the Consultant's insurance and
shall not be contributed or combined with it.
D. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M.
Best rating of not less than A:VII.
E. Verification of Coverage. Consultant shall furnish the City with original certificates and a
copy of the amendatory endorsements, including but not necessarily limited to the
additional insured endorsement, evidencing the insurance requirements of the Contractor
before commencement of the work. Upon request by the City, the Consultant shall furnish
certified copies of all required insurance policies, including endorsements, required in this
Agreement and evidence of all subcontractors' coverage.
F. Notice of Cancellation. The Consultant shall provide the City with written notice of any
policy cancellation, within two business days of their receipt of such notice.
G. Failure to Maintain Insurance. Failure on the part of the Consultant to maintain the
insurance as required shall constitute a material breach of contract, upon which the City
may, after giving five business days notice to the Consultant to correct the breach,
immediately terminate the contract or, at its discretion, procure or renew such insurance
and pay any and all premiums in connection therewith, with any sums so expended to be
repaid to the City on demand, or at the sole discretion of the City, offset against funds due
the Consultant from the City.
9. Independent Contractor. The Consultant and the City agree that the Consultant is an
independent contractor with respect to the services provided pursuant to this Agreement.
Nothing in this Agreement shall be considered to create the relationship of employer and
employee between the parties hereto. Neither the Consultant nor any employee of the
Consultant shall be entitled to any benefits accorded City employees by virtue of the services
provided under this Agreement. The City shall not be responsible for withholding or otherwise
deducting federal income tax or social security or for contributing to the state industrial
insurance program, otherwise assuming the duties of an employer with respect to the
Consultant, or any employee of the Consultant.
10. Covenant Against Contingent Fees. The Consultant warrants that he has not employed or
retained any company or person, other than a bonafide employee working solely for the
Consultant, to solicit or secure this contract, and that he has not paid or agreed to pay any
company or person, other than a bonafide employee working solely for the Consultant, any
fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon
or resulting from the award or making of this contract. For breach or violation of this warrant,
the City shall have the right to annul this contract without liability, or in its discretion to deduct
from the contract price or consideration, or otherwise recover, the full amount of such fee,
commission, percentage, brokerage fee, gift, or contingent fee.
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Page 3
11. Discrimination Prohibited. Contractor, with regard to the work performed by it under this
Agreement, will not discriminate on the grounds of race, religion, creed, color, national origin,
age, veteran status, sex, sexual orientation, gender identity, marital status, political affiliation,
the presence of any disability, or any other protected class status under state or federal law,
in the selection and retention of employees or procurement of materials or supplies.
12. Assignment. The Consultant shall not sublet or assign any of the services covered by this
Agreement without the express written consent of the City.
13. Non -Waiver. Waiver by the City of any provision of this Agreement or any time limitation
provided for in this Agreement shall not constitute a waiver of any other provision.
14. Termination.
A. The City reserves the right to terminate this Agreement at any time by giving ten (10) days
written notice to the Consultant.
B. In the event of the death of a member, partner or officer of the Consultant, or any of its
supervisory personnel assigned to the project, the surviving members of the Consultant
hereby agree to complete the work under the terms of this Agreement, if requested to do
so by the City. This section shall not be a bar to renegotiations of this Agreement between
surviving members of the Consultant and the City, if the City so chooses.
15. Applicable Law; Venue; Attorney's Fees. This Agreement shall be subject to, and the
Consultant shall at all times comply with, all applicable federal, state and local laws,
regulations, and rules, including the provisions of the City of Tukwila Municipal Code and
ordinances of the City of Tukwila. In the event any suit, arbitration, or other proceeding is
instituted to enforce any term of this Agreement, the parties specifically understand and agree
that venue shall be properly laid in King County, Washington. The prevailing party in any such
action shall be entitled to its attorney's fees and costs of suit. Venue for any action arising
from or related to this Agreement shall be exclusively in King County Superior Court.
16. Severability and Survival. If any term, condition or provision of this Agreement is declared
void or unenforceable or limited in its application or effect, such event shall not affect any other
provisions hereof and all other provisions shall remain fully enforceable. The provisions of this
Agreement, which by their sense and context are reasonably intended to survive the
completion, expiration or cancellation of this Agreement, shall survive termination of this
Agreement.
17. Notices. Notices to the City of Tukwila shall be sent to the following address:
City Clerk
City of Tukwila
6200 Southcenter Boulevard
Tukwila, WA 98188
Notices to Consultant shall be sent to the following address:
Foster Garvey PC
1111 Third Avenue
Seattle, WA 98101
18. Entire Agreement; Modification. This Agreement, together with attachments or addenda,
represents the entire and integrated Agreement between the City and the Consultant and
supersedes all prior negotiations, representations, or agreements written or oral. No
amendment or modification of this Agreement shall be of any force or effect unless it is in
writing and signed by the parties.
CA revised May 2020
Page 4
TC
DATED this 14 day of February, 2023.
CITY OF TUKWILA CONSULTANT:
eSigned via SeamleseDoos.00m
Allan Ekberg, Mayor
2/17/23
ATTEST/AUTHENTICATED:
aaialiail via qvaialassrairv COM
C'/ aty O6/(ahe y
Christy O'Flaherty, City Clerk
APPROVED AS TO FORM:
eSignetl via SeamlessDocs.com
Office of the City Attorney
CA revised May 2020
Gfrai' i
By: f:' :It (Fe) :023-
Printed
i" - -
Printed Narrie: Alyssa Metter
Title: Attorney
Page 5
Foster
Garvey
February 1, 2023
By Email (tc.croone a tukwila.gov) Only
T.C. Croone, Chief People Officer
City of Tukwila
6300 Southcenter Blvd
Tukwila, WA 98188
Re: Foster Garvey Engagement and Waiver Letter
Dear Ms. Croone:
EXHIBITS A AND B
Direct Phone 206.816.1329
aIVssa.m It r(d)fe t r.cem
We are pleased to have the opportunity to represent the City of Tukwila ("the City") in
the matter described below. This letter and the enclosed Terms of Engagement form our
agreement regarding the terms under which you engage Foster Garvey PC.
Our Engagement
Our initial engagement will be limited to representing the City in negotiations and review
of a contract between the City and the International Brotherhood of Teamsters, Local 763 ("the
Teamsters"). This will include all aspects of collective bargaining, including preparation for a
successor agreement and related executive, manager, and/or bargaining team training. Of course,
the scope of our engagement may be expanded by written mutual agreement. This letter and
enclosure will govern any additional matter or service we undertake for you, except as otherwise
specified in a separate letter or email addressing that matter.
Our client in this matter will be the City, which means that we will not act as counsel to
you personally, nor to other officers, directors, or related parties. In exercising our responsibility
to the City, we will be guided by its governance documents.
Our Fee Arrangement
Our fees are principally based on hourly rates. My regular hourly billing rate is $455.
For this engagement I am providing a 10% reduction of that rate, to $410. I may also involve
other lawyers or staff members as necessary to handle the work efficiently and meet deadlines,
and their time may be charged at different rates. We review and adjust our billing rates from
time to time, typically on January 1. The attached Terms of Engagement provides additional
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SEATTLE . CRTLANC NEW'I'OF:'. SP•7KANE EEIJINa
City of Tukwila
February 1, 2023
Page 2
information regarding fees, disbursements, billing and payment, and termination of our
representation should payment not be made or other circumstances warrant.
Waiver of Conflicts of Interest
Foster Garvey's representation of the City outlined in this engagement letter presents a
conflict of interest because this firm currently represents other clients against the City in the
following matters:
(1) Foster Garvey represents 17000 Southcenter Parkway LLC with respect to land use
issues, and possibly negotiating with the City in the City's capacity as a land use
regulatory authority.
(2) Foster Garvey represents the Central Puget Sound Regional Transit Authority (alk/a
Sound Transit) with respect to regulatory issues that arise regarding its system and
facilities, including regulatory issues that involve the City.
We believe the factual and legal issues likely to arise in the proposed engagement are
unrelated to our representation of the two clients referenced above (collectively "the Adverse
Clients").
Under the Washington Rules of Professional Conduct, this firm may not oppose a current
client, even on an unrelated matter, unless (1) we reasonably believe that we will be able to
provide competent and diligent representation to each client and (2) each client gives informed
consent. A copy of the rule is enclosed for your reference. In other words, we must consult with
both clients, and we cannot proceed with the engagement unless both the City and all of the
Adverse Clients consent. See RPC Rule 1.7, appended to this letter for your reference.
In deciding whether to consent, the City should consider whether our representation of
the Adverse Clients, as described above, might adversely affect the City. For example, clients
that are asked to waive or consent to conflicts typically should consider whether there is any
material risk that their attorneys will be less vigorous advocates on their behalf due to concern
about offending the other client. Similarly, clients should consider whether there is any material
risk that their confidences will be used to their detriment.
In the present case, we do not believe there is a material risk of either type because the
proposed engagement for the City is unrelated to our representation of the Adverse Clients. The
matters in which Foster Garvey represents the Adverse Clients have no relation to the contract
being negotiated between the City and the Teamsters. Also, we take seriously our obligation
under the Rules of Professional Conduct not to disclose, or otherwise misuse, the City's
confidential information. You should, however, review this issue from the City's perspective
and, if you wish, with independent counsel.
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City of Tukwila
February I, 2023
Page 3
Please review this matter carefully. If you have any questions you would like me to
answer before you reach a decision, please let me know. If you would like our firm to represent
the City notwithstanding this conflict of interest, please return a signed copy of this letter to me.
Other Agreements
You agree to pay our invoices on a timely basis. You also agree to provide us with
complete and accurate information relevant to our representation of you, to cooperate fully, and
to make any necessary decisions in a timely manner. In addition, you agree to notify us promptly
of any change of circumstances affecting the representation or our ability to contact you.
From time to time, either at the outset of our representation or as the matter proceeds, we
may express opinions or beliefs concerning various courses of action and the results that might
be anticipated. You acknowledge that any such statement is an expression of opinion only,
based on inforniation available to us at the time, and is not a guarantee.
In some engagements questions may arise regarding our duties under the rules of
professional conduct that apply to lawyers. These questions might concern a potential conflict of
interest or a dispute between the firm and a client over the handling of a matter. Generally, when
such issues arise, we seek the advice of our firm counsel, who has expertise in such matters. We
consider such consultations to be attorney-client privileged communications between firm
personnel and counsel for the firm. \A'e believe itis in our clients' interest, as well as the firm's
interest that we obtain expert analysis of our obligations when legal ethics or related issues arise
during a representation. Accordingly, you agree that, if we determine in our own discretion that
it is necessary or appropriate to consult with our internal or outside counsel during the course of
the representation, we have your consent to do so, at our expense, and that our representation of
you shall not, thereby, waive any attorney-client privilege that we may have to protect the
confidentiality of our communications with firm counsel.
Foster Garvey represents many other companies, individuals and government agencies.
During the time we represent you, we may be asked to represent:
(1) other present or future clients in transactions, litigation or other disputes that are
directly adverse to you but are not substantially related to our representation of you;
(2) parties who are considered directly adverse parties in matters we handle for you,
provided that our work for these directly adverse parties would be limited to matters
that are not substantially related to our work for you; and/or
(3)
you in future transactions, litigation or other disputes adverse to other firm clients in
matters not substantially related to our work for those other firm clients.
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City of Tukwila
February 1, 2423
Page 4
Your signature below constitutes your consent to allow Foster Garvey to undertake such
future representations without the need to obtain any further or separate approval from you, as
long as the representations described in (1) and (2) above: (a) are not substantially related to, and
are not concurrently handled by firm lawyers and paralegals who have participated in, work we
have done or are doing for you; and (b) subject to the rules of professional conduct, we notify
you as promptly as practicable after our undertaking of such representations. Of course, we will
not use any proprietary or other confidential nonpublic information concerning you that we
acquired as a result of our representation of you in any matter in which we represent another
client adverse to you.
Beginning Our Representation
Thank you for entrusting this work to Foster Garvey. If this letter and the attached Terms
of Engagement meet with your approval, please confirm our engagement by signing and dating
below and returning a copy to me so that we may begin work promptly. We look forward to
working with you.
Sincerely,
FOSTER GARVEY PC
f\cq A
Alyssa Metter
Principal
Attachments: RPC L7
Terms of Engagement
ACKNOWLEDGED AND AGREED:
CITY OF TU ILA .
By:
Print Name: TC Croone
Title: Chief People Officer
Date: 2/14/2023
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Washington State RPC RULE 1.7
Conflict of Interest; Current Clients
(September 1, 2006)
(a) Except as provided in paragraph (b), a lawyer shall not represent a client if the representation
involves a concurrent conflict of interest. A concurrent conflict of interest exists if:
(1) the representation of one client will be directly adverse to another client; or
(2) there is a significant risk that the representation of one or more clients will be
materially limited by the lawyer's responsibilities to another client, a former client or a third
person or by a personal interest of the lawyer.
(b) Notwithstanding the existence of a concurrent conflict of interest under paragraph (a), a
lawyer may represent a client if:
(1) the lawyer reasonably believes that the lawyer will be able to provide competent
and diligent representation to each affected client;
(2) the representation is not prohibited by law;
(3) the representation does not involve the assertion of a claim by one client against
another client represented by the lawyer in the salve litigation or other proceeding before a
tribunal; and
(4) each affected client gives informed consent, confirmed in writing (following
authorization from the other client to make any required disclosures).
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Foster Garvey
Terms of Engagement
Thank you for choosing Foster Garvey P.C. This document explains terms that apply to the
representation described in our engagement letter and any subsequent engagements undertaken
by mutual agreement, unless we reach a different written understanding. Please ask any
questions you may have about these terms before signing the engagement letter.
Working Together
Generally one lawyer will be responsible for, and will oversee, the firm's representation of you,
although other lawyers or staff members may assist in providing appropriate, efficient, and
timely legal services. Your responsible lawyer will be your principal contact for coordination of
your representation. if you have any concerns regarding our relationship or our services, please
notify your responsible lawyer or one of the Co -Chairs of the firm's Executive Committee.
Electronic Communications
As we work together, it is likely that both you and the firm will use electronic devices and
Internet services (which may include unencrypted email, mobile phones, voice over Internet,
electronic data/document websites, and other technology) to communicate and transfer
documents. Although the use of this technology involves some degree of risk that third parties
may access confidential communications, we believe and you agree that the benefits of using this
technology outweigh the risk of accidental disclosure. We have adopted policies and systems to
make our electronic communications with you reasonably secure, and it is equally important that
you communicate with us in a manner that reasonably protects confidential information and
privileged communications. You should not use any computers or other electronic devices,
networks, or Internet addresses that are owned, controlled, or may be accessed by others to send
or receive confidential information to or from us. If you anticipate that any matter will involve
personally identifiable information protected by data security laws, please notify the responsible
lawyer promptly so we can discuss the use of encrypted email and/or other precautions.
Conflicts of Interest
We have performed a search of our conflicts database to determine whether representing you
might present a potential conflict of interest with another client. We performed the check using
your name and any other names you provide to us. Please inform us immediately if you use any
other names (such as trade names) that we should enter into our database.
Client Identity
Dur client is the entity or person named as our client in the engagement letter and does not
include any affiliate, equity holder, employee, member of your family or other person unless we
are retained directly by them. You confirm that we may represent another client adverse to any
of them, or to an entity in which you hold an ownership interest, in matters unrelated to our work
for you.
Foster Garvey Terms of Engagement - 1
October 1, 2019
Basis for Fees
We generally charge on an hourly basis for time expended on your behalf, including but not
limited to telephone conversations, in-person meetings, strategy development and planning,
document preparation and review, research, court appearances, and travel. In setting the hourly
rates for a particular engagement, we will consider various factors, including: the novelty or
difficulty of the questions involved; the experience, reputation, and ability of those performing
the services, the time limitations imposed by the client or the circumstances; the amount at stake;
and the likelihood that accepting the engagement would preclude the firm from accepting other
client opportunities. We review and adjust our standard billing rates from time to time, typically
on January 1. Alternative fee arrangements that are not based entirely on hourly rates will be
specified in the engagement letter.
Estimates vs. Fixed Fees
Clients occasionally request advance estimates of fees and costs. An estimate, although based on
the lawyer's professional judgment and the information provided by the client, will be affected
by factors outside the control of the firm and the client. Unless we reach a clear, written
understanding that the fee will be charged at a fixed amount or capped at a fixed amount, any
estimate we provide may be revised based upon the facts and circumstances we encounter during
your representation.
Advance Fee Deposit
New clients are requested to provide an advance fee deposit as specified in the engagement
letter, as are existing clients retaining us for new litigation matters or other matters of significant
scale. These funds will be deposited in our client trust account, and any balance will be returned
to the client upon termination of representation. In the event payment is not timely made, we
reserve the right: to use any part of the deposit to satisfy a delinquent payment; to discontinue
representation until the full advance fee deposit is restored; and to increase the amount of the
deposit required for continued representation.
Trust Account
The amounts you pay to us in trust will be deposited in our client trust account. As required by
the rules of professional conduct governing lawyers, interest earned will be paid to a foundation
to support law-related charitable activity. However, when a client's deposit is large enough to
earn interest in excess of bank and administrative costs, the firm will place the funds in a
segregated account. In that circumstance the interest earned will be added to your deposit and
reported by our bank to the Internal Revenue Service as taxable income to you.
Costs Advanced to Third Parties
In the course of serving you, we may make payments to third parties on your behalf. For
example, courts and agencies often charge filing or recording fees, and we are required by law to
pay witness fees. We may also contract on your behalf with vendors, such as court reporters,
messenger services, independent professionals (foreign agents, investigators, appraisers, and
accountants, to name a few examples), and expert witnesses, and we may incur travel expenses.
We may elect to advance these costs and include the charges, without mark-up, on our invoices,
or we may require you to provide an advance deposit for costs or to pay non -routine expenses
directly to the third party.
Foster Garvey Terms of Engagement - 2
October 1, 2019
Other Charges
In addition, our invoices reflect charges for services provided by our firm, currently including
but not limited to the following: photocopying, document binding, database storage costs, and
online legal research.
Billing and Payment
We generally invoice our clients on a monthly basis. The invoice will typically reflect charges
incurred during the prior month but some charges may not be processed and billed until
sometime after the expense has been incurred. Payment is due within 30 days following the date
of the invoice. Payment of an invoice confirms your agreement to the amount charged. If you
disagree with the amount charged on an invoice, you must notify us within 60 days of the date of
the invoice by contacting the responsible lawyer or the firm's accounting department.
Insurance Coverage
If you believe you may have coverage for legal fees incurred in this matter, you should notify
your broker or carrier immediately. We have no obligation to notify your broker or carrier
unless you expressly request us to do so, we agree to undertake that additional task, and you
provide copies of a]] relevant policies and related documents. Although you may have coverage,
primary responsibility for payment remains with you.
Late Payment and Past Die Accounts
Amounts past due accrue service charges at the rate of twelve percent per year. if an account
becomes more than thirty days past due, the firm may decline to perform additional legal
services until the account is brought current or may withdraw from the representation. If the
firm incurs costs to collect the amount due, it shall be entitled to its collection costs and a
reasonable attorney's fee (for the services of outside counsel and/or interna] counsel). Unless
otherwise agreed, we may apply payments first to our attorney's fees and costs of collection,
second to service charges, and then to invoiced fees, costs advanced and other charges. You
agree that, to the fullest extent permitted by law, we have an attorney's lien in your files and/or
against the results of our representation to secure payment of your financial obligations and that
we may take steps to inform others of any lien rights we may have.
Conclusion of Matter; Retention and Disposition of Documents
Our representation in a matter will be deemed concluded at the time we issue our final invoice
for services rendered in that matter or, if an invoice is not characterized as a final invoice, upon
the passage of twelve months from the date of the last invoice for the matter. To the extent you
have not previously received copies of correspondence or other documents during the course of
representation, we will provide such material at your request and expense. We will have no
obligation to retain files following the conclusion of the engagement.
Post -Engagement Matters
You are engaging us to provide legal services in connection with a specific matter. After
completion of the matter, changes may occur in applicable laws or regulations that could affect
your future rights or liabilities. Unless you re-engage us to provide additional legal advice, the
firm has no continuing obligation to advise you regarding such issues, other legal developments,
Foster Garvey Terms of Engagement - 3
October 1, 2019
or renewal or other deadlines you may have with respect to the subject matter of the
representation. Any re-engagement will be subject to clearing conflicts and to these terms of
engagement.
Termination of Representation
Prior to conclusion of our representation, you may terminate our relationship at any time and for
any reason by providing written notice. Similarly, we may, with written notice, withdraw from
our representation of you if required or permitted by the applicable rules of professional conduct.
If the permission of a court or other adjudicator is required for withdrawal, we will promptly
request such permission, and you agree not to oppose our request. Upon termination or
withdrawal, you will remain obligated to pay promptly all charges for legal services already
rendered and, in circumstances where the termination or withdrawal is caused by your conduct,
charges resulting from the termination or withdrawal, including time spent working with
successor counsel. We will cooperate with successor counsel to assure a smooth transfer of the
representation.
Arbitration
If you disagree with the amount of our fee, please contact the responsible lawyer or an alternate
representative identified on our website. Typically we can resolve such disagreements
satisfactorily with little inconvenience or formality. In the event a fee dispute is not readily
resolved, some state bar associations offer programs for arbitration of fee disputes.
Questions
If you have any questions regarding the terms set forth in this document, please contact the
lawyer who sent your engagement letter or your current responsible lawyer, if different. Please
note that the rules of professional conduct preclude us from acting as your counsel with respect
to these terms, but you are free to consult with independent counsel if you wish. These terms
govern not only the representation described in our engagement letter, but also any subsequent
engagements undertaken by mutual agreement, unless we reach a different written
understanding.
GS13:10438997.5
Foster Garvey Terms of Engagement - 4
October 1, 2019