COVID Testing Contracts – Advised multiple private schools on COVID testing through third-party vendors.
Establishment of Day Camp Program – Assisted private school with establishing day camp program.
Raffle Issues – Advise nonprofit on legal issues relating to conducting a raffle.
Nursing Program MOU – Negotiated MOU on behalf of community college district for nursing program.
Tax-Exempt Loan – Acted as borrower’s counsel on tax-exempt loan transaction.
Facilities Lease – Advised nonprofit of lease of facilities during COVID-19 and use of facilities for childcare.
Data Security Breach – Advised multiple private school on data breach of information held by software vendor.
Special Tax Assessment – Advised special district on exemptions relating to special tax assessment.
Auction Contract – Negotiated contract on behalf of nonprofit for an auction event and advised on related requirements.
Development of Quasi-Endowment Fund – Prepared a resolution establishing a quasi-endowment fund and related donation agreement.
Reorganization of Corporate Structure – Assisted nonprofit with creation of nonprofit parent company.
Student Exchange Program – Advised private school on student exchange program issues.
Donor Advised Funds – Advised nonprofit on legal requirements and restrictions relating to donor advised funds.
AB 5 – Independent Contractor – Advised multiple clients on requirements for independent contractors and negotiation of independent contractor agreements.
Construction Contracts– Negotiated both cost of the work plus a fee with a guaranteed maximum price and fixed price contracts for private schools including the following: a classroom building renovation project, new innovation center project, new aquatic facility project, solar installation contracts, art gallery architect contract, $16M campus upgrade project and related donation agreements, a $57M new middle school building project, a $15M classroom project, a $2M middle school renovation project, a $9M renovation and modernization project, an innovation lab project, a $2.7M athletic field project, a design-build contract for a head of school residence, a kitchen design project, a roofing contract, a concrete slab repair project and an HVAC installation project.
Equipment Lease – Negotiated lease with copy machine company.
Creation of 501c3 – Advised on spin off of a project from a fiscal sponsor and creation of 501c3.
Pledge Agreement – Drafted pledge agreements on behalf of nonprofit.
Welfare Tax Exemption – Advised private school on welfare tax exemption requirements.
ADA Title III – Advised various nonprofits on website accessibility.
Endowment Agreement – Negotiated endowment agreement on behalf of nonprofit.
Bylaws & Committee Charters – Advised multiple private schools on revisions to bylaws and committee charters.
Borrower’s Counsel – Prepared borrower’s counsel opinion on line of credit transaction.
Board Member Loan – Advised nonprofit of self-dealing transaction and related statutory provisions.
Vendor Contract Terminations – Advised multiple private schools on various vendor contract termination disputes.
Food Services Investment and Services Contracts – Negotiated food services contracts on behalf of several private schools.
Software as a Service Contracts – Negotiate software contracts on behalf of multiple community college districts.
Security Camera Installation – Negotiated contract for a private school for installation and monitoring.
Visual Art Installation Contract – Negotiated contract for installation of a sculpture on a community college campus.
ADA Title II – Advised multiple public agencies on compliance with ADA Title II including developing internal and external grievance procedures, training, and related forms.
Mechanic’s Liens – Negotiated with developer’s counsel for indemnification and release of mechanic’s liens.
Stop Payment Notices – Advised districts on handling of stop payment notices and enforcement actions.
Cell Site/Cell Tower Leases – Negotiated cell site/ cell tower leases on behalf of multiple community college districts.
Travel Vendor Contracts – Advised multiple schools on travel vendor contracts.
Security Contract/Assessment (2019) – Negotiated contract on behalf of private school with a security company and advised on security report.
Corporate Name Change (2019) – Assisted private school with name change.
Real Property Lease (2018) – Negotiated a real property lease for a community college district.
Construction Dispute (2018) – Advised private school on dispute with contractor relating to retaining wall and related damage.
Lease Dispute (2018) – Assisted private school with lease dispute where school was tenant on property shared with a church.
Transportation Agreements (2018) – Negotiated ride-share and bus agreements for private schools.
Solar Panel Agreement (2017) – Negotiate agreement for solar panels and power.
Facilities –Seismic Issues (2017) – Evaluated seismic issues and provided advice to private school for risk assessment.
Vendor Contracts (2016) – Advised various clients on contracts for food services, cell phone services, and other vendors.
Summer Camp Agreement (2016) – Drafted Summer Camp Agreement for private school.
Swimming Pool Policy (2016) – Drafted Swimming Pool policy for facilities at private school.
Design Professional Agreements (2016) – Prepared various design professional agreements for community college districts and private schools.
Unauthorized Use of Photographs (2016) – Advised private school relating to another schools unauthorized use of student photographs to promote business.
Fundraising Issues (2016) – Advised private school on fundraising issues and related agreements.
Commercial Lease (2016) – Prepared several commercial lease agreements for private schools.
Facilities Use Agreement (2016) – Prepared parking lot facilities use agreement for private school.
Parking Lot Contract Dispute (2016) – Resolved dispute between community college district and utility company through mediation relating to responsibility for parking lot subsidence.
HIPAA Business Associate Advice (2016) – Advised private school on HIPAA requirements relating to business associate agreement and negotiated same.
Child Care Licensing Issues (2016) – Advised on applicable regulations and requirements of Title 22. Advised on obtaining license and potential exemptions from licensure.
Student Travel Program (2016) – Assisted private school to minimize risk with student travel program abroad by drafting waivers, host agreements, and other related contracts.
Services Agreements (2016) – Prepared various services agreement, including elevator services agreement for private school.
Facilities Mold Problems (2016) – Advised private school on handling of mold issue in classrooms.
Transportation Agreements (2016) – Drafted Transportation Agreement for private school for bus services.
Facilities Use Agreements (2015) – Prepared summer camp agreement for private school.
Lease Leaseback (2015) – Prepared contract documents for construction of library at k-12 district through lease leaseback project delivery method.
Occupancy Agreement for Employee Housing (2015) – Prepared agreement employees who rent residences on campus.
On Campus Disaster Preparedness (2015) – Prepared disaster preparedness plan for private school in compliance with Title 22 regulations for child care facilities.
Donations/Gifts (2015) – Advised private schools on donation agreements.
Credit Card Fees (2015) – Advised private school on credit card fee issues.
Off Campus Catering/On Campus Alcohol (2015) – Advised community college district on legal risks relating to off campus catering and wine pairing classes.
Student Exchange Program (2015) – Advised community college district and drafted contracts regarding student exchange program.
Workforce Investment Act (2014) – Prepared terms of a Workforce Investment Act agreement for a community college district to ensure that the district would not lose Federal funding for their employment center.
Website Terms and Conditions (2014) – Prepared terms and conditions for a career services website and a housing website to reduce the risk of claims relating to privacy issues, copyright issues, and other potential liability.
HITECH Act (2014) – Analyzed a Business Associate Agreement for City to determine compliance with HIPAA’s HITECH Act.
Human Trafficking (2014) – Advised community college district on postings on Human Trafficking required for their bus station.
Institutional Review Board (2014) – Advice regarding planning and development of an Institutional Review Board, which governs research involving human subjects, for a community college district.
Political Activity/Facebook Political Ads (2013) – Several community college districts discovered that their names and likeness were being used without permission on Facebook by an association to promote political ads. After cease and desist letters citing to a violation of Education Code section 72000 and negotiations, the ads were removed.
Campaign Materials (2013) – Advised community college district regarding a photograph of a teacher with students, for use during a City Council election.
