british petroleum oil spill

6
BEAUMONT INDEPENDENT SCHOOL DISTRICT Beaumont, Texas EXHIBIT"M" Page 1 of 6 TO Dr. Carrol A. Thomas, .. Ir. Superintendent of Schools FROM: Robert Zingelmann ,Ii; Chief Business Officer DATE: September 15, 2011 SUBJECT: Consider and, if Appropriate, Take Action to Approve the Contracting of Scott M. Favre Public Adjuster LLC., to Evaluate and Pursue Possible Financial Damages to Beaumont ISD as a Result of the British Petroleum Oil Spill or Related Events Compensation will be based on collected funds. The percentage due upon collection to Scott Favre is 20%. Administration recommends approval of the contracting of Scott M. Favre Public Adjuster LLC. AGENDA September 15, 2011

Upload: donna-j-forgas

Post on 03-Mar-2015

100 views

Category:

Documents


2 download

DESCRIPTION

9-15-11 Agenda

TRANSCRIPT

BEAUMONT INDEPENDENT SCHOOL DISTRICT Beaumont, Texas

EXHIBIT"M" Page 1 of 6

TO Dr. Carrol A. Thomas, ..Ir. Superintendent of Schools

FROM: Robert Zingelmann ,Ii; Chief Business Officer

DATE: September 15, 2011

SUBJECT: Consider and, if Appropriate, Take Action to Approve the Contracting of Scott M. Favre Public Adjuster LLC., to Evaluate and Pursue Possible Financial Damages to Beaumont ISD as a Result of the British Petroleum Oil Spill or Related Events

Compensation will be based on collected funds. The percentage due upon collection to Scott Favre is 20%.

Administration recommends approval of the contracting of Scott M. Favre Public Adjuster LLC.

AGENDA September 15, 2011

; Required BP Claim Information

Name of Individual: $P Claim #: _

o Current Address and Mailing Address ____________--, Mailing Address: _

If Different

o Office Phone #: L-J__ - _ o Cell Phone#: L-J__ - _ o Home Phone #: (--1 __ -__ o Fax #: (---Y _ -__ o Email Address: ....;..

Required Documentation for Personal Claim o Claims Presentation Agreement and Advice of Representation 0 Faxed o Copy of Driver's License o All W-2, 1099 and Income Tax Returns for 2008 . o All W-2, 1099 and Income Tax Returns for 2009 o All W-2, 1099 and Income Tax Returns for 2010 o Pay Stubsor Monthly Statements for 2011 o Detailed Description of Causation o Unemployment Compensation Benefits/Information (IfApplicable) o Ot~er Replacement Income (Severance Pay) Information (If Appi,icable) o Documentation Regarding Personal Property or Real Property Loss (If Applicable) o Documentation Describing Removal and Clean Up (If Applicable)' o Emergency Advance Payment Documentation (IfApplicable)

Required Documentation for Business or Government Entity o Claims Presentation Agreement and Advice of Representation 0 Faxed o Monthly Profit and Loss Statement: 1/2008 - 3/2011 -0 Sales Tax Return: 1/2010 - 4/2011 o Income Tax Returns w\Attachments and Schedules for 2008

- 0 Income Tax Returns w\Attachments and Schedules for 2009 o !ncome Tax Returns w\Attachments and Schedules for 2010 o petailed Description of Causation o Letters ~howing Loss of Business or Increase of Expenses o Private Insurance Compensation Information (if Applicqble)

- 0 Documentation Regarding Personal Property or Real Property Loss (If Applicable) o Documentation Describing Removal-and Clean Up (IfApplicable)

. 0 -Emergency Advance Payment Documentation (If Applicable)

EXHIBIT "M" Page 2 of 6

-------------

ADVICE OF REPRESENTATION AND CO-PAYMENT NOTICE

Date: ------------------ ­ Date ofLoss: April 20. 2010

Claimant(FUll Name): _ Type of Loss: Economic Loss

Claim # ---------------- ­Last FoUl' # ofSSNIEINlI1N(circle one) :, _

Gulf Coast Claims Facility COCCF):

Please be advised that I have retained Scott M. Favre PA, LLC as a business representative to assist, prepare, quantify and present the econoDric loss as a result ofBritish Petroleum (BP) Deep Water Horizon Disaster.

Also, with this, I request that GCCF, its agents and adjusters communicate directly with Scott M. Favre PA, LLC, in all matters relating to this claim. This should include, but is not limited

.to, communications, correspondence, estimates or loss assessments with reference to this loss.

From the date you receive this Advice ofRepresentation and Co-Payment Notice, I request the GCCF Company to name Scott M. Favre PA, LLC as well as myself as an endorser on any and all disbursements, drafts or checks issued for this claim.

Respectfully,

Claimant Signature: .Date: _

Address Filed Under:

PLEASE FORWARD ALL CORRESPONDENCE TO:

Scott M. Favre Public Adjustment LLC 7044 Stennis Airport Rd. Kiln, MS 39556 Office: 228-466-5644 Fax: 228-466-5645

EXHIBIT "M" Page 3 of 6

70,14 Stennis Airport Rd., Kiln, MS 39556 Office: 228-466-5644 Fax: 228-466-5645 www.favrepa.com

CLAIMS PRESENTATION AGREEMENT

THIS AGREEMENT ("Agreement") is made on September 15,2011 between Beaumont Independent School District hereinafter referred to as "Client" and Scott M. Favre Public Adjuster, LLC ofHancock County, Mississippi, hereinafter, "Scott M. Favre."

In consideration of the mutual promises herein contained, the parties hereto agree as follows:

I. PURPOSE OF REPRESENTATION

1.01 Client hereby retains and employs S90tt M. Favre to assist and advise Client with his/her claim against any responsible party relating to the BP Deep Water Horizon oil spill disaster. Scott M. Favre shall prepare and present the claim to the Gulf Coast Claims Facility and generally undertake to obtain the highest and best compensation on Client's claim.

n. ASSIGNMENT OF INTEREST AND COMPENSATION

2.01 In consideration ofScott M. Favre's services, Client hereby sells, conveys and assigns to Scott M. Favre twenty percent undivided interest in Client's claims against all responsible parties for loss or damage incurred by Client as a result of the BP Deep Water Horizon oil spill disaster, including all rights to make, litigate, negotiate, settle, compromise, release or waive the claim. Client understands and agrees that this assignment entitles Scott M. Favre to receive twenty percent of all money or other compensation resulting from Client's BP Deep Water Horizon oil spill claim. Client understands and agrees that this assignment entitles Scott M. Favre to be a payee on any check payable to Client which constitutes a recovery on the BP Deep Water Horizon oil spill claim. Client understands and agrees that this assignment requires Client to pay to Scott M. Favre twenty percent (20%) of all monies paid by the Gulf Coast Claims Facility after the execution ofthis contract in cOIDlection with Client's claim. Client l.mderstands and agrees that Scott M. Favre is entitled to a lien on all recovery on the claim to the extent ofh1s interest in the claim. If Scott M. Favre exhausts all avenues to settle said claim pre litigation and claim must be litigated, Scott M. Favre agrees to lower its fees to 10% and allow client to seek outside counsel as they wish to litigate said matter

_---..,..__ Initial

H0046595.DOC;i

EXHIBIT "M" Page 4 of 6

Ill. AUTHORITY GRANTED TO SCOTT M. FAVRE

3.01 Client authorizes Scott M. Favre to prepare and submit documents to the Gulf Coast Claims Facility regarding the claim; discuss Client's claim with representatives of the Gulf Coast Claims Facility; and negotiate the claim with the GulfCoast Claims Facility. Scott M. Favre shall negotiate the claim as a whole, and shall not negotiate his assigned portion ofthe claim separately. .

3.02 Scott M. Favre shall not make a settlement or compromise of Client's claim without complete approval of Client.

IV. REPRESENTATIONS

4.01 It is expressly agreed and understood that no promises or guarantees as to the outcome of the claim have been made to Client by Scott M. Favre. Scott M. Favre has not represented to Client that Client will recover all or any of the funds so desired. It is further expressly understood and agreed that no other representations have been made to Client, except for those set out in this Agreement.

V. COOPERATION OF CLIENT

5.01 Client shall keep Scott M. Favre advised of Client's whereabouts at all times, and provide Scott M. Favre with any changes of address, phone number or business affiliation during the time period which Scott M. Favre's services are rendered, and shall comply with all reasonable request of Scott M. Favre in connection with the preparation and presentation of the aforesaid representation.

VI. TEXAS LAW TO APPLY

6.01 This agreement shall be construed under and in accordance with the laws of Texas. All lawsuits arising out of this contract, ifany, shall be filed in Beaumont, Texas.

VII. PARTIES BOUND

7.01 This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, executors, administrators, legal representations, successors and assigns where pemlitted by this Agreement.

----Initial

H004659S.DOC;1

EXHIBIT "M" Page 5 of 6

VIII. LEGAL CONSTRUCTION

8.01 In this case anyone or more ofthe provisions contained in this Agreement shall. for any reason. be held to be invalid. illegal or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision thereofand this Agreement shall be construed as if such invalid, illegal, or unenforceable provision had never been contained therein.

IX. PRIOR AGREEMENTS SUPERSEDED

9.01 TIlis agreement constitutes the sole and only Agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the within subject matter.

x. CONFIDENTIALITY CLAUSE

Any and all names. personal infonnation and/or documents provided to Scott M. Favre for the purpose of this claim shall remain confidential within the staff of Scott M. Favre. TIlis staff may include, but is not limited to. office staff. claim preparers and outside experts such as Certified Public Accountants. There is a strict confidentiality clause in place within the Scott M. Favre staff.

I certify and acknowledge that I have had the opportunity to read this Agreement. I further state that I , voluntarily enter into this Agreement fully aware of its terms and conditions.

Beawnont Independent School District Sc~tt M. Favre PA LLC

Signed on this __ day of__, 20_. Signed on this _ day of__, 20_.

H0046595.DOC;1

EXHIBIT "M" Page 6 of 6