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HomeMy WebLinkAbout20222751.tiffRESOLUTION RE: APPROVE AGREEMENT FOR PROFESSIONAL SERVICES AND AUTHORIZE CHAIR TO SIGN - DAVID ANDERSON LAW, LLC WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board has been presented with an Agreement for Professional Services between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Human Services, and David Anderson Law, LLC, commencing September 1, 2022, and ending December 31, 2022, with further terms and conditions being as stated in said agreement, and WHEREAS, after review, the Board deems it advisable to approve said agreement, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Agreement for Professional Services between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Human Services, and David Anderson Law, LLC, be, and hereby is, approved. BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized to sign said agreement. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 28th day of September, A.D., 2022, nunc pro tunc September 1, 2022. BOARD OF COUNTY COMMISSIONERS WE43 COlJNTY, COLORADO ATTEST:,v Jeit0;6k, Weld County Clerk to the Board County Attorney Date of signature: lol6/22 Cott K. James, Chair eman, Pro - Lori Saine cc:-ISOO cp(QQ) lo US 122 2022-2751 H R0094 Houstan Aragon From: Sent: To: Subject: Attachments: Bruce Barker Monday, September 26, 2022 1:52 PM CTB FW: David Anderson's 9-15-22 Invoice Professional Services Agreement - David Anderson - 9-1-2022.docx; W-9.pdf Please put this on the agenda for Wednesday. Thanks! Bruce T. Barker, Esq. Weld County Attorney P.O. Box 758 1150 "O" Street Greeley, CO 80632 (970) 400-4390 Fax: (970) 352-0242 Confidentiality Notice: This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain information that is attorney privileged and confidential, or otherwise protected from disclosure. If you have received this communication in error, please immediately notify sender by return e-mail and destroy the communication. Any disclosure, copying, distribution or the taking of any action concerning the contents of this communication or any attachments by anyone other than the named recipient is strictly prohibited. From: Anderson, David <danderson05@law.du.edu> Sent: Monday, September 26, 2022 12:27 PM To: Bruce Barker <bbarker@weldgov.com>; Lennie Bottorff <bottorll@weldgov.com>; Diane Beckman <dbeckman@weldgov.com> Cc: Jamie Ulrich <ulrichjj@weldgov.com>; Tammy Maurer <maurertk@weldgov.com> Subject: Re: David Anderson's 9-15-22 Invoice Caution: This email originated from outside of Weld County Government. Do not click links or open attachments unless you recognize the sender and know the content is safe. Bruce: Attached is my signed contract and W-9. David Anderson 2022-2751 O9 /ZZ k-vpocv-1 AGREEMENT FOR PROFESSIONAL SERVICES THIS AGREEMENT is made by and between the County of Weld, State of Colorado, whose address is 1150 O Street, Greeley, Colorado, 80631 ("County"), and David Anderson Law, L.L.C., whose address is 355 Eastman Park Drive, Suite 200, Windsor, Colorado 80550 ("Contractor"). WHEREAS, County desires to retain Contractor as an independent contractor to perform services as more particularly set forth below; and WHEREAS, Contractor has the time available to timely perform the services, and is willing to perform the services according to the terms of this Agreement. NOW THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto agree as follows: 1. Engagement of Contractor. County hereby retains Contractor, and Contractor hereby accepts engagement by County upon the terms and conditions set forth in this Agreement. 2. Term. The term of this Agreement shall be from September 1, 2022, through and until December 31, 2022, and shall renew automatically for successive one-year terms thereafter unless sooner terminated pursuant to the procedures set forth in Paragraph 10, below 3. Services to be Performed. Contractor agrees to perform legal services in child welfare cases on behalf of the Weld County Department of Human Services ("DHS"). Additionally: a. County acknowledges that Contractor engages in the private practice of law for persons or entities other than the County, and the Contractor is not required to provide services exclusively to the County during the term of this Agreement. b. It is anticipated that Contractor will have approximately 15-20 hours per week to devote to the performance of the legal services detailed in this Agreement. Contractor shall have the option to decline to provide legal services for the County on a project -by -project basis, which, in the sole discretion of the Contractor, could not be accommodated by Contractor's schedule. c. Contractor shall periodically review with the Weld County Attorney or his representative findings from a monthly management report on performance elements produced by child welfare case managers. Such report shall identify if performance elements were met for DHS on: Contractor's timeliness and availability in responding to staff inquiries, and timeliness and availability to sign legal pleadings and appear in Court. 1 d. Contractor shall meet weekly with child welfare staff attorneys and with child welfare case managers to discuss ongoing casework being performed by Contractor. The Weld County Attorney or his representative shall facilitate such weekly meetings. e. Contractor shall participate in periodic formal meetings with Court staff, as scheduled by the Court. The Weld County Attorney or his representative shall also attend such meetings. 4. Compensation. a. County agrees to pay Contractor for legal services for child welfare casework at the rate of $200 per hour. Paralegal time is charged at $100 per hour, and secretarial time is charged at $60 per hour. Charges shall be based on the time actually spent performing the services, but shall exclude travel time within Weld County. Items charged at the above hourly rates include: i. Court appearances and preparation of cases ii. Legal research necessary to perform the legal services detailed in this Agreement iii. Drafting pleadings or other court documents iv. Communication with DHS staff attorneys, paralegals and DHS staff, whether by telephone, letter, e-mail, face-to-face or other means v. Communication with opposing counsel, or their staff, whether by telephone, letter, e-mail, face-to-face or other means vi. Communication with guardians ad litem, or their staff, whether by telephone, letter, e-mail, face-to-face or other means vii. Regular meetings with DHS staff attorneys, paralegals and with DHS staff viii. Periodic formal meetings with Court staff, as scheduled by the Court ix. Travel time outside of Weld County x. All other work necessary to perform the above listed tasks b. Mileage may be submitted by Contractor for travel out of Weld County to complete the services promised in this Agreement for consideration of payment by County at the standard Weld County mileage rate. Contractor shall not be paid any other expenses unless set forth in this Agreement. c. Payment to Contractor will be made only upon presentation of a proper claim by Contractor, itemizing services performed and mileage expense incurred. Contractor's invoices shall: i. Identify court case numbers for all court appearances. ii. Identify hours spent and not just dollar amounts. 2 iii. Identify staff who performed service, including, but not limited to, other attorneys and paralegals. iv. To the extent possible, when there are multiple items on a date, list time spent on each item. 5. Additional Work. In the event the County shall require changes in the scope, character, or complexity of the work to be performed, and said changes cause an increase or decrease in the time required or the costs to the Contractor for performance, an equitable adjustment in fees and completion time shall be negotiated between the parties and this Agreement shall be modified accordingly by a supplemental Agreement. Any claims by the Contractor for adjustment hereunder must be made in writing prior to performance of any work covered in the anticipated supplemental Agreement. Any change in work made without such prior supplemental Agreement shall be deemed covered in the compensation and time provisions of this Agreement. 6. Independent Contractor. Contractor agrees that Contractor is an independent contractor and that neither Contractor nor Contractor's agents or employees are, or shall be deemed to be, agents or employees of the County for any purpose. Contractor shall have no authorization, express or implied, to bind the County to any agreement, liability, or understanding. The parties agree that Contractor will not become an employee of County, nor is Contractor entitled to any employee benefits from County as a result of the execution of this Agreement. 7. Warranty. Contractor warrants that services performed under this Agreement will be performed in a manner consistent with the professional standards governing such services and the provisions of this Agreement. 8. Case Files, Correspondence and Documents Considered County Property. All case files, correspondence and documents received or held in connection with the performance of this Agreement, whether or not such materials are in completed form, shall at all times be considered the property of the County. Contractor shall not make use of such material for purposes other than in connection with this Agreement without prior written approval of County. 9. Insurance. Contractor shall carry sufficient legal malpractice insurance and workers' compensation insurance (if applicable), at Contractor's own cost and expense. 10. Termination. Either party may terminate this Agreement at any time by providing the other party with a 60 day written notice thereof. In the event of an early termination, Contractor shall be paid for work performed up to the time of notice and County shall be entitled the use of all material generated pursuant to this Agreement. 3 11. Non -Assignment. Contractor may not assign or transfer this Agreement, any interest therein or claim thereunder, without the prior written approval of County. 12. Access to Records. County shall have access to Contractor's financial records as they relate to this Agreement for purposes of audit. Such records shall be complete and available for audit 90 days after final payment hereunder and shall be retained and available for audit purposes for at least five years after final payment hereunder. 14. Time of Essence. Time is of the essence in each and all of the provisions of this Agreement. 15. Interruptions. Neither party to this Agreement shall be liable to the other for delays in delivery or failure to deliver or otherwise to perform any obligation under this Agreement, where such failure is due to any cause beyond its reasonable control, including but not limited to Acts of God, fires, strikes, war, flood, earthquakes or Governmental actions. 16. Notices. Any notice required to be given under this Agreement shall be in writing and shall be mailed or delivered to the other party at that party's address as stated above. 17. Compliance. This Agreement and the provision of services hereunder shall be subject to the laws of Colorado and be in accordance with the policies, procedures, and practices of County. 18. Non -Exclusive Agreement. This Agreement is nonexclusive and County may engage or use other contractors or persons to perform services of the same or similar nature. 19. Certification. Contractor certifies that Contractor is not an illegal immigrant, and further, Contractor represents, warrants, and agrees that it has verified that Contractor does not employ any illegal aliens. If it is discovered that Contractor is an illegal immigrant, employs illegal aliens or subcontracts with illegal aliens, County can terminate this Agreement and Contractor may be held liable for damages. 20. Entire Agreement/Modifications. This Agreement contains the entire agreement between the parties with respect to the subject matter contained in this Agreement. This instrument supersedes all prior negotiation, representation, and understanding or agreements with respect to the subject matter contained in this Agreement. This Agreement may be changed or supplemented only by a written instrument signed by both parties. 21. Funding Contingency. No portion of this Agreement shall be deemed to create an obligation on the part of County to expend funds not otherwise appropriated or budgeted for. 22. Severability. If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable, this Agreement shall be construed and enforced without such provision, 4 to the extent that this Agreement is then capable of execution within the original intent of the parties. 23. Governmental Immunity. No portion of this Agreement shall be deemed to constitute a waiver of any immunities the parties or their officers or employees may possess. 24. No Third Party Beneficiary. It is expressly understood and agreed that the enforcement of the terms and conditions of this Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties and nothing in this Agreement shall give or allow any claim or right of action whatsoever by any other person not included in this Agreement. It is the express intention of the undersigned parties that any entity other than the undersigned parties receiving services or benefits under this Agreement shall be an incidental beneficiary only. 25. Computer Connection. So that Contractor may have necessary access to County case files, correspondence and records for the purpose of providing legal services for child welfare cases, County shall provide for Contractor County e-mail access and VPN access through the County system. County shall allow Contractor access to ICCES. County shall provide Contractor with access to the common calendar used by DHS legal staff for the purpose of scheduling. 26. Limited Commission as Assistant County Attorney. For the purpose of providing legal services for child welfare cases pursuant to the terms of this Agreement, Contractor shall be given a limited commission of Assistant Weld County Attorney. As such, Contractor shall be allowed access to all Weld County DHS buildings. 27. Confidentiality. Contractor shall at all times, in accordance with the Rules of Professional Conduct, during the period of this Agreement and for a reasonable time thereafter, maintain the confidentiality of DHS and its clients it serves, including any and all information obtained in the course of performing the legal services detailed in this Agreement. 28. Conflict Cases. Contractor shall immediately inform the Weld County Attorney of any conflict cases that may arise in the course of Contractor's performing the legal services pursuant to this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the 28th day of September, 2022. 5 CONTRACTOR: DAVID ANDERSON LAW, L.L.C. David S. Anderson, Principle ATTEST: o;4' BOARD OF COUNTY COMMISSIONERS Weld County Clerk to the Bo.rd BY: Deputy C WELD COUNTY, COLORADO Scott K. James, Chair SEP 2 8 2022 APPROVED AS TO F APPROVED AS TO SUBSTANCE: Controller APPROVED AS TO FORM: 17"OL County Attorney Elected Official or Department Head 6 o2A,ty? -2 7�/ Form W-9 (Rev. October 2018) Department of the Treasury Internal Revenue Service d o2 Request for Taxpayer Identification Number and Certification ► Go to www.ir.�sgov/FornoW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. David Anderson Law, LLC 2 Business name/disregarded entity name, if different from above David Anderson Law, LLC Give Form to the requester. Do not send to the IRS. 8 Check appropriate box for federal tax classification of the person whose name Is entered on line 1. Check only one of the following seven boxes, ❑ Individuailsoin proprietor or 0 C Corporation 0 .Corporation 0 Partnership 0 Trust/estate single -member LLC ❑ Limited liability company. Enter the. classification (C=C corporation, S=S corporation, P=Partnership) ► Note: Check the appropriate box In the line above for the tax classification of the single -member owner. Do not check LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that is disregarded from the owner should check the appropriate box for the tax classification of Rs owner. ❑ Other (see Instructions) ► 5 Address (number, street, and apt. or suite nor See instructions. 355 Eastman Park Drive 4 Exemptions (codes appy only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from FATCA reporting code (if any) tap0as to accounts maintained outside the US., City, state, and ZIP code Windsor, CO 80550 7 List account number(s) here (optional) equester's name and address (optional) Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter. Certification Social security numbs I II or Employer identification number 8 8 2 8 9 5 9 2 2 Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting fora number to be issued to me); and 2. I am not subject to backup withholding because: (a)1 am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that 1 am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that 1 am exempt from FATCA reporting is correct Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sign signatureof Here u.s. person ► y General instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FonmW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (MN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information retum the amount paid to you, or other amount reportable on an information retum. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest eamed or paid) Date ► • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you area U.S. person (including a resident alien), to provide your correct 115. K you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat No. 10231X Form W-9 (Rev. 10-2018) Hello