RPVCCA_CC_SR_2014_09_16_04_UUT_Refund_ProcessCfTYOF RANCHO PALOS VERDES
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
REVIEWED:
HONORABLE MAYOR & CITY COUNCIL MEMBERS
DENNIS McLEAN, DIRECTOR OF FINANCE ~
CAROLL YNCH, CITY ATTORNEY
SEPTEMBER 16, 2014
TELECOMMUNICATION UTILITY USER TAX REFUND
PROCESS
CAROLYNN PETRU, ACTING CITY MANAGE~
RECOMMENDATIONS
Approve the attached agreement with Daley & Heft, LLP, and Receive and File this report.
BACKGROUND
On August 13, 2014, the City received a claim for utility user tax (UUT) collected and
remitted by telecommunication providers since August 1, 2006 to be refunded back to the
City's taxpayers. The claim cited an estimate exceeding $5 million. Actual UUT collected
from telecommunication providers from August 2006 through June 2014 is about $5.9
million.
However, the City's Municipal Code (subsection 3.30.150) limits claims for UUT refunds to
one year preceding the date of the filing of the claim with the City. Actual UUT collected
from telecommunication providers for the one-year period ended August 13, 2014 is
expected to be about $700,000. The exact amount is not yet known, as the August UUT
remittances are not due until September 20, 2014. There are about 15, 130 households in
the City; therefore, the average amount of the possible refund per household may be about
$46 for the one-year period (note: there may be multiple accounts in each household).
On August 19, 2014, the City Council took action to suspend collection of UUT from
telecommunication providers. During the week of August 25, 2014, Staff mailed letters
directing suspension of collection of UUT to the ninety-two (92) entities that provide
telecommunication services to the City's residents. Staff expects that telecommunication
providers may require more than one billing cycle to suspend collection of UUT, as system
re-programming and other administrative procedures may be necessary. All UUT collected
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TELECOMMUNICATION UTILITY USER TAX REFUND PROCESS
September 16, 2014
Page 2 of 3
from telecommunication providers since August 13, 2013, (the one-year claim period
allowed by the City's Municipal Code), has been, or will be, transferred to the UUT
Telecommunication Claim Account established by the City Council, and will not be
recorded in the City's revenue ledger.
DISCUSSION
Update Regarding Refund Process -Communication with Telecommunication Providers
Staff has contacted many of the telecommunication providers to gauge their willingness to
directly issue refunds or billing credits to their customers. Of the providers who responded,
four smaller companies are willing to issue a billing credit; two other small companies
offered to issue a direct refund.
However, one larger company with significant market-share in the City is reluctant to
process a credit or refund directly to their customers. This provider suggested that the City
set up a refund claim process for its residents. Another large telecommunications provider,
who generates about one-third of the telecommunication UUT revenue for the City, has
indicated it would be burdensome to issue refunds or credits given that the company has
different business segments, each with their own billing systems. Therefore, Staff is not
optimistic that they will facilitate direct billing credits or refunds.
The City has also explored the idea of providing refunds to residents using the billing
records of the telecommunication providers; however, all of the providers who responded
have been unwilling to release their customers' information to the City, citing privacy
concerns.
Based on these inconsistent replies, it appears that the most straightforward method to
refund one year of the UUT would be for the City to establish a refund claims process.
Counsel for the claimant, City resident Sharon Yarber, has suggested that the class action
litigation process could provide the framework for establishing notice to the claimants of the
refund claim process.
Discussion with Daley & Heft
Pursuant to authorization received from the City Council, the City Attorney has contacted
Scott Noya of the law firm of Daley & Heft, who represented the City of Chula Vista in
connection with a UUT lawsuit filed by the Marks Finch firm. The City Attorney made
contact to ascertain whether Mr. Noya would be interested in defending the City of Rancho
Palos Verdes in connection with the lawsuit that is expected to be filed on behalf of Ms.
Yarber. Mr. Noya stated that he would be interested in representing the City and has
submitted a letter and retainer agreement, both of which are attached to this report. Due to
Mr. Noya's expertise in this area, Staff recommends that the City Council approve the
attached agreement with Daley & Heft.
Refund Claim Process
Staff defers to the experience and advice of Daley & Heft prior to establishing a proposed
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TELECOMMUNICATION UTILITY USER TAX REFUND PROCESS
September 16, 2014
Page 3 of 3
refund claim process for consideration by the City Council. Through a refund claim
process, a claimant could submit verification (such as one invoice) to the City documenting
that the resident paid UUT to the City during the 2013-2014 claim period. The tax collected
per the single invoice submitted by the claimant multiplied times 12 months could establish
the refund claim amount (and reduce the taxpayer burden to provide proof of tax paid). As
an alternative, the average annual UUT that was collected from each household for
telecommunication (about $46) could be established as the claim amount that is paid by
the City.
Mr. Noya has stated that the class action certification and settlement did provide an
effective mechanism for providing notice of a claim process to residents of Chula Vista. If
the City Council approves Staff's recommendation of hiring Mr. Noya to represent the City
in connectic;m with the lawsuit that is expected to be filed on behalf of City resident Sharon
Yarber, Mr. Noya could provide guidance to Staff regarding the establishment of the claim
process, as well as a recommendation of an independent third-party claim administrator, if
necessary.
Staff would work closely with Mr. Noya, as well as any claim administrator, to develop the
notice, the claim form (including a web-based claim system) and documentation of the
payment of the claim by the City. Again, this process also could be developed in
connection with the certification and settlement of a class action lawsuit.
FISCAL IMPACT
The fiscal impact for the loss of FY13-14 UUT revenue was outlined and offset with other
budget adjustments in the September 2, 2014 Staff Report titled "FY13-14 Fiscal Year-End
Budget Adjustments and Continuing Appropriations". Staff will return to the City Council
with proposed budget adjustments to offset the loss of UUT for FY14-15 at a forthcoming
City Council meeting
If the City establishes a refund process that necessitates hiring a third-party claims
administrator, and the cost of that service cannot be absorbed by the current budget, Staff
will return to the City Council with a report regarding that issue and a proposed budget
adjustment. The cost of the potential third-party claims administrator is not known at this
time.
Assuming that the Marks Finch firm will file a lawsuit against the City on behalf of Ms.
Yarber, the City will incur the attorney's fees that are necessary to defend and/or settle that
case, including the establishment of the claim process.
Attachments: Letter from Scott Noya, Esq. and proposed retainer agreement.
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DENNIS W. DALEY t
ROBERT R. HEFT
RICHARD J. SCHNEIDER
ROBERT W. BROCKMAN, JR.
MITCHELL D. DEAN
DAVID P. BERMAN
SCOTTNOYA*
ROBERTH. QUAYLE. IV
LEEH. ROISTACHER 1'
MATTHEW E. BENNETT
SAMUELC. GAZZO ~t
SHIV A E. STEIN
MATTHEWT. RACINE
RACHEL B. KUSHNER
REECE A. ROMAN
SUZANA I. SINATRA
HEATHERE. PARADIS
AMBERH-T. GARDINA
STEPHANIE M. SKEES
CHRISTOPHER M. RIDGEWAY
MICHELLE L. GEARHART
TERRA M. DAVENPORT
BRIANA MONAHAN PENDERGRASS
JEFFREY W. TYE
CHRISTOPHER A. HEIM
VIA PDF/EMAIL
Carol W. Lynch
llJIDALEY • ; I &HEFT LLP
ATTORNEYS AT LAW
462 STEVENS A VE. SUITE 201
SOLANA BEACH, CALIFORNIA 92075-2099
TELEPHONE (858) 755-5666> FAX (858) 755-7870
WWW.DALEYHEFT.COM
September 9, 2014
RICHARDS, WATSON & GERSHON
355 SOUTH GRAND A VE., 40TH FLOOR
Los ANGELES, CA 90071
RON J. BEVERIDGE
OF COUNSEL
CATALINA V. SHOATE
DIRECTOR OF ADMINISTRATION
f also admitted in Washington
* also admitted in Hawaii
!! also admitted in Iowa
+ Certified Appellate Specialist
by the State Bar of California
Board of Legal Specialization
WRITER'S E-MAIL
SNOY A@DALEYHEFT.COM
Re: Proposal to Provide Legal Defense Services to City of Rancho Palos Verdes -
UUT Refund Claim and Anticipated Class Action Litigation
Dear Ms. Lynch:
Daley & Heft, LLP is pleased to submit this proposal to defend the City of Rancho Palos Verdes
in the recent class claim seeking Utility User's Tax (UUT) refund, submitted on behalf of Sharon
Yarber and all similarly situated taxpayers, and the threatened/anticipated class action litigation
challenging City of Rancho Palos Verdes' UUT ordinance as applied to telecommunications
services.
Brief Description of Daley & Heft
Daley & Heft is a San Diego County based firm with a statewide reputation in the field of public
entity law. Daley & Heft has been in existence since 1980 (34 years).
We represent all types of public entities including cities, districts, and agencies throughout
California.
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Carol W. Lynch
Re: Proposal to Provide Legal Defense Services to City of Rancho Palos Verdes -
UUT Refund Claim and Anticipated Class Action Litigation
September 9, 2014
Page2
More information about Daley & Heft is available at our website: www.daleyheft.com
Please consider the undersigned, Scott Noya, Partner, as the point of contact for legal services by
Daley & Heft in connection with this proposal.
Daley & Heft Attorneys proposed to defend City of Rancho Palos Verdes in the UUT Claim
Scott Noya (biography attached) is proposed as Daley & Heft's lead UUT class action defense
litigator for this matter. Associate Terra Davenport will assist, with other Daley & Heft lawyers
available as needed. Terra Davenport is a member of the firm's civil litigation practice group
with an emphasis in public entity defense .
. In the course of over 25 years of practice at Daley & Heft the undersigned has successfully
defended numerous public agencies at trial and on appeal in a wide array of complex matters. A
list of trial and appellate actions litigated in federal, Hawaii and California courts is available
upon request.
My prior relevant experience includes defending City of Chula Vista in a significant "UUT"
class action matter claiming illegal municipal taxation of telecommunication services. From
2011 through the present I handled Chula Vista's defense in that similar class action lawsuit, and
successfully resolved the case through mediation. In the process I gained invaluable expertise in
the highly complex technical issues involving cellular and other communications technology.
The class action UUT lawsuit was brought challenging City of Chula Vista's taxation of wireless
and other telephone service charges paid for intrastate, interstate and international
communication services. The class contended City of Chula Vista's utility user's tax ordinance is
illegal as applied to wireless and other telecommunication services because, among other
arguments, such services are exempt from federal taxation under section 4251 of the Internal
Revenue Code. The Chula Vista UUT ordinance has many similarities to those of other
municipalities, including City of Rancho Palos Verdes' Telephone User Tax. The allegations of
the Chula Vista class action are very similar to the claims against City of Rancho Palos Verdes.
Handling City of Chula Vista's defense to the UUT class action case involved conducting
extensive research on federal communications laws as well as relevant provisions of state
statutes, including the Public Utilities Code. Chula Vista's defense also consisted of working
closely with various telecommunications experts, conducting discovery with telecommunications
providers regarding proprietary UUT collection methodology, and handling class certification
and notice procedures. During this complex process I developed expertise on various legal and
technical issues (such as VoIP, bundled services, etc.) directly impacting the permissible scope
of taxation of telecommunication services. Our defense team also monitored UUT refund actions
pending in other courts, and coordinated with public agency counsel in those matters. Through
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Carol W. Lynch
Re: Proposal to Provide Legal Defense Services to City of Rancho Palos Verdes -
UUT Refund Claim and Anticipated Class Action Litigation
September 9, 2014
Page 3
every stage of the litigation we vigorously defended the legal validity of City of Chula Vista's
UUT ordinance, and its application to modem telephone services, including wireless
telecommunications.
Our office played a major role in negotiating the settlement reached in the Chula Vista matter,
drafting the settlement agreement terms, motions for preliminary and final approval, the class
refund terms, notices to class claimants, publication of notice of the settlement, and all other
aspects of the process. Our services to the City of Chula Vista also included preparing UUT
ordinance· amendments, related staff reports, supporting administrative record information, and
resolutions (adopted by Chula Vista in August 2014) to further limit exposure and risk of UUT
challenges going forward.
· Feel free to contact Bart Miesfeld, Senior Assistant City Attorney at Chula Vista (619) 585-
5684), to discuss our handling of Chula Vista's defense in their UUT class action case.
This background of handling UUT class action claims provides specific expertise that is directly
transferable to benefit the City of Rancho Palos Verdes' defense in the pending claim and
anticipated class action litigation.
Proposed Legal Personnel Rates
As public agency attorneys, we are mindful of the fiscal constraints such agencies face. As such,
we make every attempt to keep our costs and expenses as reasonable as possible.
Daley & Heft maintains accurate, daily entries of its legal services. Attorney and paralegal time
is charged in 1/lOth hour increments. The time entries are comprehensive, allowing the client to
analyze the work performed and amount of time spent on specific tasks. Fees quoted include all
office and administrative support services. ·We do not bill for word processing time.
Reimbursement of costs advanced by Daley & Heft will be billed at our actual expenses related
to City of Rancho Palos Verdes matters, including some long distance telephone charges,
photocopy charges at the rate of $.10 per page, and any costs of reproducing photographs,
documents and other items necessary for legal representation. Mileage reimbursement is charged
at the prevailing IRS rate.
Daley & Heft proposes hourly fee rates for legal personnel in this matter as follows:
Partners $250/hour; Associates $225/hour; Paralegals $110/hour.
Daley & Heft recognizes that hiring top-notch attorneys is a significant investment. We believe
our experience and expertise in public agency law allows us to perform efficiently and
competitively in the comparative legal market, resulting in delivery of high quality service and
value to our clients.
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<;!~ol w. ~yncb
Re: Ptrip~§al to Pi;9\lj4e J.,eg~lPe(e~se S~tces to City of:Q.~eho P~os Verdes -
U'(J'I' Re:t\ir\d Clmtn and Anticipated Class Action Litigatj()n
SeptemQer 9. 2014
:P.ige4
· We loo'k forward to the opportunity to assist in defending the City of Rancho Palos Verd.es and
working with you. If you have any questions or would like additional infonnation, please do not
hesitate to contact me directly.
SN/mek
Enclosure
Very truly yo ,
CWi
Scott Noya
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Scott Noya
Partner
11111 DALEY
•ll&HEFTLLP
462 Stevens A venue, Suite 201
Solana Beach, CA 92075
Phone: (858) 755-5666, Ext. 7222
Fax: (858) 755-7870
SNoya@DaleyHeft.com
Edy cation
•University of San Diego School of Law, J.D., cum laude, 1988
•Loyola University, B.A., 1984
ExPfrience
Daley & Heft, LLP, Solana Beach, California
Partner i995 -Present; Associate 1988 -1995
• Strong background representing governmental, public and quasi-public agencies, and working with a
diverse array of regulatory boards and commissions. Extensive experience as lead trial counsel,
managing attorneys, paralegals, and legal support staff teams in litigated matters.
• Handle wide range of complex litigation in federal, state and appellate courts in California and Hawaii,
including conducting numerous jury trials in eminent domain, inverse condemnation, quiet title, boundary
disputes, general civil litigation, tort defense, employment practices, and product liability claims.
• Advise public agencies, non-profit and private companies in real property acquisition and development
projects, commercial transactions, leasing, construction contracting disputes, contract claims, business
matters and class action claims.
• Contributing author and invited speaker for variety of real estate organizations, including the
International Right of Way Association, California Redevelopment Association, and California Land
Surveyors Association.
• Representative public agency clients include the City of San Diego, San Diego Unified Port District,
San Diego County Water Authority, and City of Chula Vista.
• Published appellate opinions include City of San Diego v. Sobke, a landmark decision on valuation of
loss of business goodwill in eminent domain.
Bonon{Affiliations
• State Bar of California
• State Bar of Hawaii
• U.S. District Court, Southern District of California
• U.S. District Court, Eastern District of California
• Member, San Diego County Bar Association
• Member, San Diego Defense Lawyers
• Member, North County Bar Association
• Member, International Right of Way Association
• AV® Preeminent™ Peer Review Rated, Martindale-Hubbell
• President, School Board, Stella Maris Academy, La Jolla
• Board of Directors, Rest Haven Children's Health Fund, San Diego 4-8
DALEY & HEFT, LLP
462 Stevens Avenue, Suite 201
Solana Beach, CA 92075
(858) 755-5666
ATTORNEY-CLIENT RETAINER AGREEMENT
This is the written retainer agreement ("Agreement") that California law requires
attorneys to have with their clients. Daley & Heft ("Attorney") will provide legal services to
City of Rancho Palos Verdes ("Client") on the terms set forth below.
1. CONDITIONS. This Agreement will not take effect, and Attorney will have no
obligation to provide legal services, until client returns a signed copy of this Agreement.
2. SCOPE OF SERVICES. Client hires Attorney to assist in the defense of a class
claim dated August 13, 2014, submitted on behalf of Sharon Yarber and all similarly situated
taxpayers, seeking Utility User's Tax (UUT) refimd and the threatened/anticipated class action
litigation challenging City of Rancho Palos Verdes' utility user tax (UUT) ordinance as applied
to telecommunications services. Attorney will provide those leg.al services reasonably required to
·represent Client, in association with the Richards, Watson & Gershon law firm, as counsel for
Client.
3. RETENTION OF FIRM RATHER THAN PARTICULAR ATTORNEY.
Client is retaining the law firm of Daley & Heft, LLP. The partner primarily responsible for
Client's matter(s) is Scott Noya. However, Client is retaining Daley & Heft, LLP and not any
particular attorney, and the attorney services to be provided will not necessarily be performed by
any particular attorney.
4. INSURANCE DISCLOSURE. Attorney maintains errors and omissions
(malpractice) insurance coverage.
5. CLIENT'S DUTIES. Client agrees to be truthful with Attorney, to cooperate, to
keep Attorney informed of any information or developments which may come to Client's
attention, to abide by this agreement, and to pay Attorney's bills. Client will assist Attorney in
providing information and documents necessary for the representation in the described matter( s ).
6. LEGAL FEES AND. BILLING PRACTICES. You agree to pay by the hour at
our prevailing rates for time spent on your matter by our legal personnel. Our current hourly
rates for legal personnel (and other billing rates) are set forth on the attached Rate Schedule.
We will charge you for the time we spend on telephone calls relating to your matter,
including calls with you, opposing counsel, or court personnel. The legal personnel assigned to
your matter will confer among themselves about the matter, as required. When they do confer,
each person will charge for the time expended. Likewise, if more than one of our legal personnel
attends· a meeting, court hearing, or other proceeding, each will charge for the time spent. We
will charge for waiting time in court and elsewhere and for travel time, both local and out of
town.
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7. COSTS AND OTHER CHARGES.
(a) In General. We will incur various costs and expenses in performing legal services
under this agreement You agree to pay for those costs and expenses in addition to the hourly
fees. The costs and expenses commonly include process servers' fees, fees fixed by law or
assessed by courts and other agencies, court reporters' fees, jury fees, private investigation fees,
photographer/graphic artist fees, mediator, arbitrator or special master fees, long distance
telephone calls, messenger and other delivery fees, postage, parking and other local travel
expenses, photocopying and other reproduction costs, clerical staff overtime, word processing
charges, charges for computer time, and other similar items. Except for the items listed on the
Rate Schedule, all costs and expenses will be charged at our cost.
(b) Out of Town Travel. Client agrees to pay transportation, meals, lodging and all
other costs of any necessary out of town travel by Attorney's personnel. Client will also be
charged the hourly rates for the time legal personnel spent traveling.
(c) Consultants and Investigators. To aid in the representation in Client's matter, it
may become necessary to hire consultants or investigators. Client agrees to pay such fees and
charges. Attorney will select any consultants or investigators to be hired and Client will be
informed of persons chosen and their charges.
(d) Client's Responsibility re Costs. Attorney may advance such costs and expenses on
Client's behalf, but is not obligated to do so. Client agrees to reimburse Attorney upon demand
for any such advances. Client is responsible for such reimbursement regardless of the status or
outcome of the litigation, or the amount of any recovery.
( e) Client Further Agrees. That if monies are maintained in Attorney's trust account for
the purpose of paying fees and costs as incurred, Attorney is authoriz@d without the prior consent
of Clients to transfer sufficient funds from trust to pay current as well as past due fees and costs
upon mailing of bills for fees and costs in the ordinary course of business.
(f) Court Ordered Sanctions. Client agrees to pay all court ordered sanctions levied as
a result of legal positions taken in the action by counsel on Client's behalf where counsel has
apprised Client of a potential risk that sanctions could be awarded as a result of a particular legal
position taken. Examples of such legal positions could be, but are not limited to, causes of action
asserted, assertion of privileges on behalf of client or assertions of legal objections to disclosure
or production of evidence. Client is not responsible for sanctions awarded specifically against
counsel for counsel's personal misconduct or actions.
8. BILLING STATEMENTS. Attorney will send Client periodic statements for
fees and costs incurred. Each statement will be payable within 60 days of its mailing date and
Client agrees to make its best efforts to make payment within that time. Client may request a
statement at intervals of no less than 30 days. If client so requests, Attorney will provide one
within I 0 days. The statements shall include the amount, rate, basis of calculation or other
method of determination of the fees and costs, which costs will be clearly identified by item and
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amount. If Client does not object in writing to specific charges within 60 days of the date of an
invoice, the charges will be deemed reasonable and necessary.
9. DISCHARGE AND WITHDRAW AL. Client may discharge Attorney at any
time. Attorney may withdraw with Client's consent or for good cause. Good cause includes
Client's breach of this agreement, refusal to cooperate or to follow Attorney's advice on a
material matter or any fact or circumstance that would render Attorney's continuing
representation unlawful or unethical. When Attorney's services conclude, all unpaid charges will
immediately become due and payable. After services conclude, Attorney will, upon Client's
request, deliver Client's file and property in Attorney's possession, whether or not Client has paid
for all services.
10. DISCLAIMER OF GUARANTEE AND ESTIMATES. Nothing in this
agreement and nothing in Attorney's statements to Client will be construed as a promise or
guarantee about the outcome of any matter. Attorney makes n.o such promises or guarantees.
Attorney's· comments about the outcome of any matter are expressions of opinion only. Any
estimate of fees given by Attorney shall not be a guarantee. Actual fees may vary from estimates
given.
11. LIEN. You hereby grant us a lien on any and all claims or causes of aetion that
are the subject of our representation under this agreement. Our lien will be for any sums owing
to us at the conclusion of our services. The lien will attach to any recovery you may obtain,
whether by arbitration award, judgment, settlement or otherwise.
12. ENTIRE AGREEMENT. This Agreement contains the entire Agreement of the
parties. No other agreement, statement, or promise made on or before the effective date of this
Agreement will be binding on the parties.
13. SEVERABILITY IN EVENT OF PARTIAL INVALIDITY. If any provision
of this Agreement is held in whole or in part to be unenforceable for any reason, the remainder of
that provision and of the entire Agreement will he severable and remain in effect.
14. MODIFICATION BY SUBSEQUENT AGREEMENT. This Agreement may
be modified by subsequent Agreement of the parties only by an instrument in writing signed by
both of them or any oral agreement only to the extent that the parties carry it out.
15. ARBITRATION OF DISPUTES. If a dispute arises between Client and
Attorney regarding fees/costs due or legal services in connection with the claim(s) covered by
this Agreement, such dispute shall be submitted to binding arbitration. This includes an.y claim
against Attorney for breach of contract, negligence, breach of fiduciary duty or other
wrongdoing. Such arbitration shall be conducted in accordance with the rules of the American
Arbitration Association.
YOUR INITIALS BELOW SIGNIFY YOUR ACKNOWLEDGMENT OF
THE FOLLOWING EXPLANATION:
You acknowledge that Attorney has explained to you that such binding arbitration
may deprive you of various rights that you otherwise might have in a legal action,
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including, without limitation, the right to a jury trial, the right to appeal, and full
discovery rights.
_______ (Client's initials)
16. EFFECTIVE DATES. This Agreement will take effect when you have
performed the conditions stated in Paragraph 1, but its effective date will be retroactive to the
date we first performed services. The date at the beginning of this agreement is for reference
only. Even if this agreement does not take effect, you will be obligated to pay us the reasonable
value of any services we may have performed for you.
THE PARTIES HA VE READ AND UNDERSTOOD THE FOREGOING TERMS AND
AGREE TO THEM AS OF THE DATE ATTORNEY FIRST.PROVIDED SERVICES. IF
MORE THAN ONE .CLIENT SIGNS BELOW, EACH AGREES TO BE LIABLE,
JOINTLY AND SEVERALLY, FOR ALL OBLIGATIONS UNDER THIS
AGREEMENT. THE CLIENT SHALL RECEIVE A FULLY EXECUTED DUPLICATE
OF THIS' AGREEMENT.
Dated: _________ _
Dated: September 12_, 2014
By:
____________ ,[Name]
___________ ,[Title]
___________ [Address]
____________ [,Phone]
___________ _..Email]
cott Noya, Esq.
462 Stevens Avenue, S 'te 201
SolanaBeach, CA 92075
Tel: (858) 755-5666, Ext. 7222
Email: SNoya@daleyheft.com
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RATE SCHEDULE
A. Identification
Client: City of Rancho Palos Verdes
Matter. Client hires Attorney to assist in the defense of a class claim dated August 13,
2014, submitted on behalf of Sharon Yarber and all similarly situated taxpayers, seeking
Utility User's Tax (UUT) refund and the threatened/anticipated class action litigation
challenging City of Rancho Palos Verdes' utility user tax (UUT) ordinance as applied to
telecommunications services. Attomey will provide those legal services reasonably
required to represent Client, in association with the Richards, Watson & Gershon law
firm, as counsel for Client.
B. Hourly rates for legal personnel
Partners
Associates
Paralegals
C. Standard charges
$250/hour
$225/hour
$110/hour
We charge for our time in minimum units of .10 hours.
D. Costs and expenses
In-office ph.otocopying
Mileage
E. Subject to change
.10/page
Applicable current I.R.S. rate
The rates on this schedule are subject to change on 30 days' written notice, subject to
Client approvaVacceptance.
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