HomeMy WebLinkAboutResolution - 2002-R0469 - Settlement Agreement - Gelber And Associates, Corp. - 10_24_2002Resolution No. 2002 RO469
October 24, 2002
Item No. 36
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and
directed to execute for and on behalf of the City of Lubbock a settlement agreement with
Gelber and Associates, Corp., which is attached hereto and which shall be spread upon
the minutes of the Council and as spread upon the minutes of this Council shall constitute
and be a part of this Resolution as if fully copied herein in detail.
Passed by the City Council this 24th day of October 2002.
Marc McDoug , Mayor
ATTEST:
Q6e,t -C is, --v--
Rebecca Garza, City Secretary
APPROVED AS TO CONTENT:
Paul thompson,
Director of Electric Utilities
APPROVED AS TO FORM:
A�
Matthew L. ade
Assistant City Attorney
11cityatt/matt/settlement resolution — gelber 10-2002
Resolution No. 2002-RO469
October 24, 2002
Item No. 36
SETTLEMENT AGREEMENT
AND MUTUAL RELEASE OF ALL CLAIMS
This Settlement Agreement and Mutual Release of all Claims (hereinafter referred to as
the "Settlement Agreement") is entered into by and between the City of Lubbock (hereinafter
referred to as the "City") and Gelber & Associates Corp. (hereinafter referred to as "Gelber")
RECITALS
WHEREAS, the City entered into a Professional Services Contract with Gelber for fuel
management consulting services associated with the City's municipally owned electric utility,
Lubbock Power & Light (hereinafter referred to as the "Contract"); and
WHEREAS, the City terminated the Contract with Gelber on January 23, 2002, effective
February 28, 2002; and
WHEREAS, Gelber provided natural gas risk management and related services to the
City under the Contract that Gelber contends created substantial savings and value for the City;
and
WHEREAS, Gelber submitted a claim, as evidenced by invoice and letter from Gelber, to
the City on May 31, 2002 setting forth amounts that Gelber contends it is owed for services
performed under the Contract; and
WHEREAS, the City denies any and all liability to Gelber, contractual or otherwise, for
any claim or cause of action, but in an effort to avoid the inconvenience, distractions,
uncertainties and expenses attendant to litigation and trial, has agreed to enter into this
Settlement Agreement with Gelber subject to the terms and conditions as outlined below:
NOW THEREFORE,
1. IN CONSIDERATION of the payment by the City to Gelber, of the sum of One
Hundred and Five Thousand and 00/100 dollars ($105,000.00), Gelber does hereto enter into this
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Settlement Agreement and does hereby release, acquit and forever discharge the City, its
respective predecessors, successors, assigns, owners, City Council, partners, members,
managers, employees, directors, legal representatives, insurers, independent contractors, agents
and attorneys (the "City Releasees"), of and from any and all liability, claims, demands,
damages, attorney's fees, costs, liens, whether statutorily provided or otherwise, expenses,
services, actions, causes of action, or suit in equity, for whatsoever kind or nature, whether
heretofore or hereafter accruing, which Gelber now has or may hereafter have, whether known or
unknown, for or because of any matter arising out of the Contract or any incident related thereto.
2. In consideration of the mutual promises contained in this Settlement Agreement,
the City does hereby release, acquit and forever discharge Gelber, its respective predecessors,
successors, assigns, owners, managers, employees, directors, legal representatives, insurers,
independent contractors, agents and attorneys (the "Gelber Releasees"), of and from any and all
liability, claims, demands, damages, attorney's fees, costs, liens, whether statutorily provided or
otherwise, expenses, services, actions, causes of action, or suit in equity, for whatsoever kind or
nature, whether heretofore or hereafter accruing, which the City now has or may hereafter have,
whether known or unknown, for or because of any matter arising out of the Contract or any
incident related thereto.
3. Payment shall be made by one check payable to "Gelber and Associates and their
attorney, David Zdunkewicz," within five (5) business days after the City receives copies of this
Settlement Agreement executed by both parties.
4. This Settlement Agreement includes any transaction, occurrence, matter or thing
whatsoever, whether known or unknown, arising or occurring due to the Contract or any incident
related thereto, including, but not limited to, all claims, demands, causes of actions of any nature,
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whether in contract or in tort, or arising out of, under or by virtue of any statute or regulation,
that are recognized by law or that may be created or recognized in the future by any manner,
including, without limitation, by statute, regulation, or judicial decision, for past, present and
future damage or loss, or remedies of any kind that are now recognized by law or that may be
created or recognized in the future by any manner, and including but not limited to the following:
all actual damages, all exemplary and punitive damages, all penalties of any kind or statutory
damages. Each party hereby declares that they fully understand the terms of this Settlement
Agreement and voluntarily accept the consideration in this Settlement Agreement for the
purposes of making full and final settlement of any and all the injuries, damages, expenses, and
inconvenience above mentioned.
5. This Settlement Agreement may be pled as a full and complete defense to any
action, suit, or other proceeding which may be instituted, prosecuted or attempted for, upon, or in
respect of any of the claims released hereby. Gelber and the City each agree that any such
proceeding would cause irreparable injury to the party against whom it is brought and that any
court of competent jurisdiction may enter an injunction restraining prosecution thereof.
6. Each party hereto agrees that the damages suffered by the other, and persons,
firms, corporations, or other entities protected by this Settlement Agreement by reason of any
breach of any provision of this Settlement Agreement shall include not only the amount of any
judgment that may be rendered against said party, persons, firms, corporations, or other entities,
or any of them, by reason of a breach of this Settlement Agreement, but shall also include all
damages suffered by them, including the cost of attorneys' fees and other costs and expenses of
instituting, preparing, prosecuting, or defending any action or suit resulting from a breach of this
Settlement Agreement, whether taxable or otherwise, and the costs to them of attorneys' fees,
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and all other costs and expenses of instituting, preparing, or prosecuting any counterclaim, suit,
motion, or action to recover damages resulting from the breach of this Settlement Agreement,
whether taxable or otherwise.
7. Each of Gelber and the City hereby represents and warrants that it, and it alone,
owns the claimed rights, interests, demands, actions, or causes of action, obligations, or any other
matter covered by this Settlement Agreement (the "Claimed Rights"), and that it has not
transferred, conveyed, pledged, assigned or made any other disposition of the Claimed Rights.
Each party agrees to indemnify and hold harmless the City Releasees or the Gelber Releasees, as
applicable, from and against any and all claims, demands, or causes of action and the reasonable
and necessary costs, including attorney's fees, incurred in the defense of any such claim that any
person who claims an ownership in the claimed rights, interests, demands, actions, or causes of
action, obligations, or any other matter covered by this Settlement Agreement.
8. Each of Gelber and the City hereby warrants and represents that it has no
knowledge of and it has not paid or agreed to pay any outstanding liens, claims or rights of
subrogation arising out of or relating to claims asserted by such party. Each of Gelber and the
City agrees that the other is not responsible for any outstanding liens, claims or rights of
subrogation and that each of Gelber and the City, to the extent permitted by law, will indemnify
the other and hold each other harmless from any such claims, liens or rights of subrogation.
9. This Settlement Agreement shall inure to the benefit of, and be binding upon,
Gelber, it's heirs, partners, legal representatives, successors or assigns, and the City's heirs, legal
representatives, successors or assigns.
10. To the extent permitted by law, including but not limited to Chapter 552 of the
Texas Government Code, this Settlement Agreement and the terms of this Settlement Agreement
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shall be held in the strictest confidence by the City and Gelber and it is further understood that (i)
the terms of this Settlement Agreement will not be disclosed to any third parties, except as
otherwise required or allowed by law or when necessary to enforce the terms of this Settlement
Agreement, (ii) any alleged events or circumstances that gave rise to the City's decision to
terminate the Contract will not be disclosed to any third parties, except as otherwise required or
allowed by law or when necessary to enforce the terms of this Settlement Agreement, (iii) the
reasons for the City's decision to terminate the Contract will not be disclosed to any third parties,
except as otherwise required or allowed by law or when necessary to enforce the terms of this
Settlement Agreement, and (iv) the City's opinion of the nature and quality of the services
performed by Gelber under the Contract will not be disclosed to any third parties, except as
otherwise required or allowed by law or when necessary to enforce the terms of this Settlement
Agreement. It is further understood that this section is not intended and does not prohibit any
elected official of the City from making any public comments to which they would otherwise be
entitled to make under law.
11. All signatories to this Settlement Agreement hereby warrant that they have the
authority to execute this Settlement Agreement and bind the respective parties.
12. This Settlement Agreement states the entire agreement of the parties with respect
to the matters discussed herein, and supersedes all prior or contemporaneous oral or written
understandings, agreements, statements or promises.
13. This Settlement Agreement may not be amended or modified in any respect
except by a written instrument duly executed by all of the parties to this Settlement Agreement.
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14. If this Settlement Agreement does not become effective for any reason, it shall be
deemed negotiations for settlement purposes only and will not be admissible in evidence or
usable for any purposes whatsoever.
15. This Settlement Agreement shall be construed to have been drafted by all the
parties to it so that the rule of construing ambiguities against the drafter shall have no force or
effect.
16. If any portion of this Settlement Agreement is held unenforceable by a court of
competent jurisdiction, the remainder of this Settlement Agreement shall not be affected and
shall remain fully in force and enforceable.
17. Each party has consulted with whatever consultants, attorneys or other advisors
they deem appropriate concerning the effect of the Settlement Agreement and each party
assumes the risk arising from not seeking further or additional consultation with such advisors.
18. Each party assumes the risk of any mistakes of facts or law with regard to any
aspect of the Settlement Agreement, the dispute described herein, or any asserted rights released
by the Settlement Agreement.
19. Each party to this Settlement Agreement acknowledges and agrees that they have
obtained legal representation and advice as they have deemed appropriate in entering into this
Settlement Agreement.
20. Each party further states that they have read this Settlement Agreement and
understand the contents thereof and have signed the same as their own free act and have not been
influenced in making this Settlement Agreement by any representative of a party or parties
released.
Page 6
21. It is further understood that the provisions of this Settlement Agreement are
contractual and not mere recitals and that this Settlement Agreement shall be governed by and
will be construed by the laws of the State of Texas. THE PARTIES HERETO IRREVOCABLY
CONSENT TO THE VENUE OF THE COURTS OF THE STATE OF TEXAS, COUNTY OF
LUBBOCK, FOR THE PURPOSES OF ALL LEGAL PROCEEDINGS ARISING OUT OF OR
RELATING TO THIS CONTRACT OR THE ACTIONS THAT ARE CONTEMPLATED
HEREBY.
22. This Settlement Agreement may be executed in a number of identical
counterparts, each of which shall be deemed an original for all purposes.
SIGNED this 3V day of _�ac; b6e f , 2002.
Art Gelber
Gelber & Associates Corp.
STATE OF TEXAS §
COUNTY OF HARRIS §
Before me, the undersigned authority, personally appeared Art Gelber, known to me to be
the person whose name is subscribed to the foregoing instrument and acknowledged to me that
he executed the same for the purposes and consideration therein expressed.
SUBSCRIBED AND SWORN TO BEFORE ME on this 3 t day of
N,etRX,.s , 2002.
Notary Public, in and for the State of Texas
Page 7
SIGNED this 24th
STATE OF TEXAS
COUNTY OF LUBBOCK
day of
innyur
City of Lubbock
This instrument was acknowledged before me on the 2 5 day of r , 2002,
by Marc McDougal, Mayor of the City of Lubbock, on behalf of said City.
4),
SUBSCRIBED AND SWORN TO BEFORE ME on this �.a _ day of
Q cl- o b,? it , 2002.
�CELIA 1P EBB�-
N0 Notary Public, in and for the State of Texas
• o3-Qi-2�?C48
APPROVED AS TO FORM:
David A. Zdunkewicz
Attorney for Gelber & Associates Corp.
Ma ew L. Wade
Attorney for the City of Lubbock
Page 8
AUSTIN
DALLAS
LONDON
LOS ANGELES
NEW YORK
THE WOODLANDS
WASHINGTON, D.C.
Via Federal Express
Matthew Wade
City of Lubbock
P.O. Box 2000
1625 13th Street
Lubbock, Texas 79457
ANDMWS & KURTH L.L.P.
ATTORNEYS
600 TRAVIS, SUITE 4200
HOUSTON, TEXAS 77002
November 1, 2002
TELEPHONE: 713.220.4200
FAC S I M I L E: 713.220.4285
DAVID A. ZDUNKEWICZ
DIRECT: 713.220.4128
DIRECT FAX: 713.238.7106
email: dzdunkewfcz@akllp.com
Re: Settlement Agreement and Mutual Release of All Claims by and between The City
of Lubbock and Gelber & Associates Corp.
Dear Matt:
Enclosed is the original fully executed settlement agreement and release, and a
copy of the Resolution of the City Council for your files. If you should have any questions or
comments regarding the enclosed, please do not hesitate to call me.
2395:bc
Enclosure
Yours very truly,
d" - �- k-,\ -
David A. Zdunkewicz
HOU:2082353.1