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-A ( Ed. 04/ 2008), G- 1 18037 -A ( Ed. 04/ 2008), G- 118039 -A09 ( Ed. 06/ 2008), G-
1 18065 -A09 ( Ed. 09/ 2007), G- 145184 -A ( Ed. 06/ 2003), GSL -I 1512 -XX ( Ed. 10/ 2008), GSL - 12439 -XX (Ed. 03/ 2009)
7. VV lO TO CONTACT: To report a claim:
CNA Insurance Companies
333 S. Wabash, 39 South
Chicago, IL 60685
Att: Regional Director, GSL Lawyers Claims
Phone 312- 822 -6466 Fax 866 -419 -6308
www. cna. com /claims
06/ 01/ 20 10
Authorized Representative Date
G- 118012 -A ( Ed. 03/ 99)
Page 1
LAWYERS PROFESSIONAL LIABILITY POLICY
DECLARATIONS ADDENDUM
Item I.B. PREDECESSOR FIRM( S):
NONE
G - 1 18012 -A ( Ed. 03/ 99)
Page 2
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Continental Casualty Company
333 S. Wabash Ave.
Chicago, IL 60604
LAWYERS PROFESSIONAL LIABILITY POLICY
ATTORNEY SCHEDULE
Policy Number: 425151999
Name of Each Lawyer Named Individual Retroactive Date
Hayward Dykes 02/ 27/ 2006
J. Bruce Bowman 03/ 04/ 2003
Lamar Conerly Same as Policy Retroactive /Prior Acts Date
Levin Braker 08/ 01 / 2007
ATTYSCH
Page]
David Brand Pleat* 4477 Legendary Drive
Amy A. Perryt ** Suite 202
William J. Ritchie Destin, Florida 32541
Winter E. Spires Tel: 850.650.0599
Fax: 850.650.4402
Ryan O. Garrity PLEAT & PERRY, P.A.
www.pleatperry.com
ATTORNEYS AT LAW -
Andrew A. Wood
Elizabeth V. LaFollette, Of Counsels.
J. Jerome Miller, Of Counsel
Also Admitted In DC & MD
Also Admitted In GA
Also Admitted In NC
tAlso a Cerrified Mediator
September 7, 2010
SEALED PROPOSALS
CITY OF FORT WALTON BEACH REQUEST FOR PROFESSIONAL LEGAL SERVICES
CITY ATTORNEY SERVICES
Via Hand Delivery
Mayor and City Council
Fort Walton Beach City Hall
107 Miracle Strip Parkway SW.
Fort Walton Beach, Florida 32548
Re: City of Fort Walton Beach Request for Professional Legal Services
Ladies and Gentlemen:
Thank you for the honor to respond to the above referenced request for professional legal
services for the City of Fort Walton Beach City Attorney.
The Firm' s attorneys and staff have the experience, qualifications, personnel, availability and
capability to provide and perform all of the professional services necessary to serve the City of Fort
Walton Beach in a complete, effective, and timely manner.
Pleat &
Perry, P. A., established in 1997, is a firm of eight attorneys all meeting Florida Bar
license to practice and good standing requirements. J. Jerome Miller has all of the additional Federal
Court' s admissions and good standing requirements of the Request for Professional Legal Services.
Please see individual resumes for the variety of Court' s admissions for the other members of the Firm
proposed to provide services to the City. Proofs of lawyers' professional liability insurance and general
liability insurance coverages for the Firm are enclosed. The Request for Professional Legal Services
Indemnity and Insurance Requirements are acknowledged and upon selection the Firm is prepared to
document compliance as required by the City. The Firm' s website can be found at
www.pleatperry.com.
City of Midway
City Attorney Services
Page 2 of 2
City Attorney or General Counsel services to local government clients of the Firm are by
providing " outside attorney" contract arrangement.The Firm' s office is located in Destin, Florida, and
easily accessible to Fort Walton Beach City Hall and other City facilities within a twenty ( 20) minute
drive time.
Maximum utilization of City staff offices and meeting rooms for required conferences is
contemplated. Deposition, when within the control of the Firm, are contemplated to occur at service
providers' locations within the City of Fort' Walton.Beach.
It is proposed that services by the Firm will utilize all of the resources of the Firm required of the
City. The Firm' s lawyer staff has combined legal practice experience in excess of 130 years, with over
100 of those years being Florida experience. The attorney staff is supported by a substantial and
competent staff. It is proposed tl"?t J.
Jerome Miller would serve the City as City Attorney, with
primary assistance by David B. Pleat, Elizabeth V. LaFollette and Winter E. Spires. J. Jerome Miller,
David B. Pleat and Elizabeth V. LaFollette are Martindale Hubbell Directory, peer rated, AV attorneys,
the highest rating available for legal proficiency and ethical standards available. The resume of each
named attorney is enclosed. Other attorney staff may perform services as well, under the direction of
the City Attorney and in the best interest of the City. David B. Pleat and Winter E. Spires are
shareholders in the Firm. J. Jerome Miller and Elizabeth V. LaFollette are Of Counsel to the Firm.
Jerry Miller' s practice is substantially dedicated to municipal practice with 35 years experience
in all facets of municipal law in representation of six ( 6) Florida municipalities as City Attorney,
including fifteen ( 15) years for Fort Walton Beach, twenty -two (22) years for Destin and eight ( 8) years
for Crestview. Jerry Miller has specific subject matter experience in Florida' s Sunshine Law and Public
Records Law; Florida State and Federal Procurement and Contract Law, knowledge and experience with
the community development and community redevelopment agencies; has knowledge and experience in
the areas of general litigation, administrative hearings, and appeals; has ability to provide legal opinions
and advise to the City Council, City Manager, Department Heads; and has ability to provide other
municipal legal matters, services including utility franchising and public finance bonds and loans as
local counsel. These long standing engagements evidence specifically the ability to communicate
effectively with City officials, staff, and the public, highly developed legal writing skills, and ability to
present ideas and programs both orally and in writing. Other members of the firm with comparable
abilities and skills provide increased level skills in comprehensive planning, land use, employment law
and litigation services.
Jerry Miller' s experience has included services to three Cities with Redevelopment Agencies,
Fort Walton Beach, Destin and Crestview, with that of Destin and Crestview being established while
serving as that City' s City Attorney. Especially noteworthy litigation experience involves successful
defenses preserving the City Charter of the City of Destin from dissolution, and preserving the funding
mechanism of the City of Fort Walton Beach Redevelopment Agency. The latter continued the viability
of the City' s Community Redevelopment Agency. For Fort Walton Beach and Destin, comprehensive
plan adoption was accomplished while serving as City Attorney, with extensive amendment processes
accomplished for all three Cities while serving as City Attorney. Compliant Land Development Codes
were likewise adopted and substantially amended during service as City Attorney.
City of Midway
City Attorney Services
Page 3 of 3
David Pleat' s practice is substantially dedicated to civil trial practice, including tort claims from
both claimant and defense perspectives, and real estate, including comprehensive planning and land use
matters, with extensive federal and state court litigation experience.
Liz LaFollette' s practice is substantially dedicated to employment law and related federal and
state issues ( ADA, civil rights, etc.),
from the employer perspective, with extensive federal and state
court litigation experience.
Winter Spires' practice is substantially dedicated to civil and criminal trial practice, with
extensive state court litigation experience.
The Request for Professional Legal Services, Minimum Qualifications and Professional Scope of
Services sections has been reviewed, is understood and is acknowledged as typical municipal attorney
services. Historically, the practice of firm attorneys has used the phrases, " all necessary and proper
local government legal services" and "
municipal legal services relating to the City' s legislative,
administrative, quasi- judicial, and litigation requirements." The Firm acknowledges and understands
that the engagement requires providing all the legal services requirements of the City. The Firm is
qualified, capable and prepared to provide those services, or where more appropriate in the best interest
of the City, recommend additional special counsel. The Firm has the capacity and experience
additionally to serve as local counsel for public finance bonds and loans.
Regarding scheduling conflict commitment for the primary or back up counsel, from time to time
they City of Destin Local Planning Agency meets on the first Thursday evening of each month. By
report the Fort Walton Beach Municipal Planning Board is scheduled monthly on that night. The Firm' s
staffing is competent and available to provide attendance to either or any other meeting conflicts that
should occur from time to time. The City of Destin, Calendar of Events, Monthly Evening Meetings
schedule is enclosed herewith. The Firm' s municipal Client' s share the expense annually for one
attorney attending the Florida Municipal Attorney' s Conference and Florida Bar Local Government
Section Annual seminar (now accomplished without attendance by Compact Disc).
Counsel has no continuing Clients the representation of which pose a known conflict of interest
with that of the City of Fort
