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HomeMy WebLinkAbout18- Attorney-Client Fee Contract - Crowley Fleck PLLP (A. Grmoljez) - 2018-2019 Lobbying Services ATTORNEY-CLIENT FEE CONTRACT This Attorney-Client Fee Contract, hereinafter "Contract," is entered into by and between City of Bozeman, hereinafter referred to collectively as "Client," and Crowley Fleck PLLP, hereinafter"Attorney." 1. Conditions. Attorney will have no obligation to provide legal services until Client returns a signed copy of this Contract. 2. Scope and Duties. Client hires Attorney to provide legal services in connection with Governmental Affairs representation of the Client.Aimee Grmoljez will be the primary attorney for purposes of providing services under the Contract. Attorney shall provide legal services reasonably required to represent Client, and shall take reasonable steps to keep Client informed of progress and to respond to Client inquiries. Client shall be truthful with Attorney,cooperate with Attorney, keep Attorney informed of developments, abide by this Contract,pay Attorney's bills on time and keep Attorney advised of Client's address and telephone numbers. 3. Legal Fees. Client agrees to pay Attorney a retainer of$40,000.00 for representation during the period of September 1, 2018 to May 1, 2019. Client agrees to pay$2,000.00 prior to the end of each month for September through December of 2018. Client agrees to pay$8,000.00 prior to the end of each month for January through April of 2019. If the$40,000.00 retainer is substantially out of line with the governmental affair needs of the Client, adjustments to this Contract can be made upon mutual agreement of Client and Attorney. 4. Discharge and Withdrawal. Client may discharge Attorney at any time. Attorney may withdraw either with Client's consent or for good cause under our rules of professional conduct. Good cause includes,without limitation, Client's breach of this Contract, Client's refusal to cooperate with Attorney or to follow Attorney's advice on a material matter or any other fact or circumstance that would render Attorney's continuing representation unlawful or unethical. 5. Client Acknowledgment. The Client acknowledges that this engagement involves the limited scope of lobbying. Client also agrees that the terms of Attorney's engagement letter of the same date as this Contract are incorporated by reference and made a part of this Contract. CROWLEY FLECK PLLP 900 North Last Chance Gulch, Suite 200 P.O. BOX 797 Helena, MT 59624-0797 (406)4449j-4165 By VY.f/►'�k Aimee M. Grmoljez Date: �0 12,9 City of Bozem By: Andrea Surratt I Date: ' 1 SCOPE OF WORK The preliminary scope of work involved for this project is outlined below.Additional tasks and work elements may be added during contract negotiations. It is also possible that tasks or elements could be deleted through negotiation. In its proposal,the consultant may recommend addition/deletion of tasks or modification of tasks in describing its particular understanding and approach for the project. Proposals must also clearly identify any elements of the proposed scope of work that would not be provided by the prime consultant. The lobbying work must include the following elements: Task 1—Represent and Advocate The consultant will utilize the best available information and materials provided by the City of Bozeman to represent and advocate for the interests of the City. The primary point of contact will be City Manager, Andrea Surratt. Task 2—Provide a Pre-Session Analysis The consultant will work with the City of Bozeman designated representative(s)to develop a pre-session political analysis and prioritized legislative agenda. Task 3—Identify Legislative Priorities and Confirm the City of Bozeman's Policy Positions The consultant will work with the City Manager and elected officials to identify 2017 legislative priorities.The consultant will participate in up to two (2) pre-session meetings prior to Montana's 66tn legislative session between September 1, 2018 and January 2, 2019. Task 4—Track Legislation The consultant will review and monitor legislation and so advise the City of Bozeman.The consultant will identify, track, and monitor legislative activities and provide regular weekly reports to the City of Bozeman and extemporaneous intelligence as needed. There will be 2-3 priority areas that receive additional focus from the City and the consultant. Task 5—Monitor Legislative Committee Meetings and Hearings The consultant will monitor legislative committee meetings and hearings of interest to the City of Bozeman and provide immediate updates to the City of Bozeman's designated representative(s). Task 6—Draft Public Testimony, Support Letters,Talking Points, and White Papers The consultant will utilize best available information provided by the City of Bozeman to draft public testimony and other written materials for presentation by the consultant or others on behalf of the City of Bozeman. Task 7—Advise and Counsel The consultant will utilize best available information to advise and counsel the City of Bozeman with respect to committee actions, regulatory changes,the political environment, and industry trends in Montana. Task 8—Understand and Communicate the City of Bozeman's Positions The consultant will coordinate with the City of Bozeman to understand the City's position with respect to legislative and regulatory issues and communicate the position to legislators, legislative committees, state agencies, regulators, and other parties. Task 9—Develop and Enhance Relationships The consultant will enhance relationships between the City of Bozeman and the State of Montana, state agencies, and other municipalities through the consultant's personal and professional networks.The consultant will monitor key staff changes and report such changes to the City of Bozeman. Task 10—Schedule Meetings and Appointments Within 48 hours of receiving a scheduling request from the City of Bozeman,the consultant will make a good faith effort to schedule meetings and appointments with appropriate parties to discuss issues of interest to the City. Task 11-Assist in Acclimating the CitV of Bozeman to Montana's Legislative Environment The consultant will introduce the City of Bozeman representatives to key elected officials and familiarize the City with Montana's political environment and the state legislative process.The consultant will provide helpful background information and briefing materials upon request.The consultant will be readily available to accompany City of Bozeman representatives to and around the Montana State Capitol, introduce City representatives to Committee Members prior to legislative hearings, and if necessary, the consultant will also be available to escort City representatives to state agency meetings and other destinations. Task 12 -Summarize Legislation of Interest to the City of Bozeman and Offer Strategic Counsel The consultant will prepare summaries of legislation affecting the City of Bozeman's interests and help the City develop strategic approaches for accomplishing legislative priorities. Task 13- Provide Legislative Analyses The consultant will provide the City of Bozeman with a mid-session report and a post-session analysis of the 66th Session of the Montana State Legislature, Task 14- Perform Ad Hoc Duties The consultant will be available to provide ad hoc duties as requested by the City of Bozeman within the scope of this contract. Contract Total for above services:approximately$40,000.00