[Watchdogs] Conflicting Interests at PEC, and 2007 Legal Expenses

Bill Christensen billc_lists at greenbuilder.com
Sat Jul 26 23:33:02 CDT 2008


Hey folks,

This is a re-send of Milton's post from earlier today, which 
apparently came through to Watchdogs as raw code and was broken into 
three pieces to boot.   This version should be more readable.

Begin original post:
----------------------

Friends of PEC,

You have probably heard or read by now that questions are being asked 
about the fact that PEC does banking business with Cattleman's 
National Bank despite the fact that the PEC Board president, Mr. R.B. 
Felps, and another voting director, Mr. Val Smith, sit on Cattleman's 
Board of Directors.  In fact, they are paid for their service by 
Cattleman's Bank, and Mr. Felps has admitted that he owns stock in 
the bank.  I've copied the lineup from the bank web site at 9:22 this 
morning, July 26:

Directors

Will S. Moursund
  Chairman of the Board

Rory Boatright
  H.E. "Butch" Crofts
  R.B. Felps
  Elman Fuchs
  Gary Gruben
  Steve Nash
  F.M. "Fuzzy" Reagor
  Val Smith

Advisory Directors

Bennie Fuelberg
  Mark Hodges
  Ingrid Moursund
  Mary M. Moursund
Notice that  a Bennie Fuelberg is listed as an Advisor to the other 
directors and officers of the bank.  This is the same Bennie 
Fuelberg, sometime general manager of PEC, who recently evaded a 
congressional subpoena to avoid testifying about "questionable 
practices" at PEC during his tenure as general manager.  According to 
reports about the hearing, Mr. Fuelberg's criminal attorney informed 
Congressman Waxman that Mr. Fuelberg would have to assert his Fifth 
Amendment right against self-incrimination were he forced to appear 
at the hearing.

Thus we have Mr. Fuelberg advising Mr. Felps and Mr. Smith.  And of 
course he advises the chairman of the board of directors, Mr. Will S. 
Moursund. 

Now that would be the same Mr. Moursund who has an interest in the 
Moursund Insurance Agency, which also does business with PEC.

And that would be the same Mr. Moursund who, along with his wife and 
sister, does legal work as the firm Moursund, Moursund, and Moursund. 
And again, the firm of Moursund, Moursund, and Moursund does business 
with PEC.

Of further interest is the fact that Mr. Felps has just appointed Mr. 
Moursund to two Board committees: the Bylaws Committee and the Legal 
Committee.  PEC's conflict-of-interest policy, such as it is, is 
established in the Bylaws, which the voting members of the Board can 
change at any time.

Some details follow, but this is just a small part of this story of 
curious connections and intersecting interests.

If you have questions, please do not ask me for explanations.  And 
Juan Garza and Paul Hilgers and all the other good folks at PEC are 
not the ones who approved all this mixture of interests. 

Instead, ask the directors of your Cooperative.  They work for you, 
after all.  You pay their fees and expenses.  And you just voted for 
five new ones this year.  Ask them for answers.  I think you'll see 
that we're talking some serious money here!

PS: If the Excel document below arrives unaligned, I'd be happy to 
send it to you directly.  Just let me know.]

The information below was provided by PEC personnel.  I have quoted 
it as it was received.  -  Milton

I have the answers to your various legal and financial questions.

Legal
The $4 million of legal fees to be paid pursuant to the settlement 
agreement is for payment of the plaintiffs' legal fees, not for PEC's 
defense costs, and that $4 million is not reflected on the list you 
received. These amounts have been expensed through May 27, 2008, but 
not all have been paid yet. PEC's insurance carrier is paying for 
PEC's defense costs related to the Worrall litigation.

 From the list sent earlier, the only contractual relationships PEC 
has are with Kimberly Paffe, as PEC's general counsel and legal 
services manager, and with David Sibley, as a consultant on 
legislative matters. Mr. Silbley's contract runs through December 
2008, and he is paid $7000 per month. Ms. Paffe is PEC's only 
in-house attorney, and she attends all Board meetings. Her contract 
runs through February 2010, and her annual salary is $200,400 with a 
car allowance of $1200 per month.


PEDERNALES ELECTRIC  COOPERATIVE, INC.


Legal Expenses For The  Year Ended 12/31/07


Object
  Legal Expenses For The  Year Ended 12/31/07


Date	Object Account	Amount	Payee	Description	JDE Address

1/23/07	821	750.00	Blackburn, William  Keaton	Legal 
Services - 07 Retainer	72963
2/21/07	821	750.00	Blackburn, William  Keaton	Services-Legal	72963
3/19/07	821	750.00	Blackburn, William  Keaton	Legal-Retainer	72963
4/17/07	821	750.00	Blackburn, William  Keaton	Services - 
Legal  Retainer	72963
5/15/07	821	750.00	Blackburn, William  Keaton	Legal-Retainer	72963
6/14/07	821	750.00	Blackburn, William  Keaton	Services - 
Legal	72963
7/16/07	821	750.00	Blackburn, William  Keaton	Services - 
Consulting	72963
8/14/07	821	750.00	Blackburn, William  Keaton	Legal Services	72963
9/4/07	821	750.00	Blackburn, William  Keaton	Legal-Retainer	72963
10/4/07	821	750.00	Blackburn, William  Keaton	Legal-Retainer	72963
11/4/07	821	750.00	Blackburn, William  Keaton	Legal-Retainer	72963
  12/4/07	821	750.00	Blackburn, William  Keaton 
	Legal-Retainer	72963

  		9,000.00


1/24/07	821	826.00	Clark Thomas &  Winters	Services-Professional	69378
  1/24/07	821	2,628.00	Clark Thomas &  Winters 
	Services-Professional	69378
  1/24/07	821	38,706.84	Clark Thomas &  Winters 
	Services-Professional	69378
  2/12/07	821	5,660.50	Clark Thomas &  Winters 
	Services -Professional	69378
  2/12/07	821	2,705.00	Clark Thomas & Winters 
	Services -Professional	69378
  2/12/07	821	31,913.75	Clark Thomas &  Winters 
	Services -Professional	69378
  2/12/07	821	5,842.00	Clark Thomas &  Winters 
	Services -Professional	69378
  3/19/07	821	15,008.00	Clark Thomas &  Winters 
	Services - Legal	69378
  3/19/07	821	712.00	Clark Thomas &  Winters	Services - 
Legal	69378
  3/19/07	821	227.50	Clark Thomas &  Winters	Services - 
Legal	69378
  3/19/07	821	1,235.50	Clark Thomas & Winters 
	Services - Legal	69378
  3/19/07	821	437.90	Clark Thomas &  Winters	Services - 
Legal	69378
  3/19/07	821	4,594.00	Clark Thomas &  Winters 
	Services - Legal	69378
  3/19/07	821	3,423.00	Clark Thomas &  Winters 
	Services - Legal	69378
  3/19/07	821	11,723.00	Clark Thomas &  Winters 
	Services - Legal	69378
  3/19/07	821	4,528.00	Clark Thomas &  Winters 
	Services - Legal	69378
  3/19/07	821	12,576.00	Clark Thomas &  Winters 
	Services - Legal	69378
  4/19/07	821	6,043.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	3,749.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	72.31	Clark Thomas &  Winters	Services - 
Professional	69378
  4/19/07	821	18,101.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	4,958.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	15,861.50	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	2,986.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	790.83	Clark Thomas &  Winters	Services - 
Professional	69378
  4/19/07	821	2,366.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	16,895.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	348.00	Clark Thomas &  Winters	Services - 
Professional	69378
  4/19/07	821	1,741.50	Clark Thomas &  Winters 
	Services -  Professional	69378
  4/19/07	821	13,471.50	Clark Thomas &  Winters 
	Services -  Professional	69378
  5/18/07	821	6,866.04	Clark Thomas &  Winters	Legal 
Services	69378
  5/18/07	821	53,510.25	Clark Thomas &  Winters	Legal 
Services	69378
  5/18/07	821	58,470.04	Clark Thomas &  Winters	Legal 
Services	69378
  5/18/07	821	666.92	Clark Thomas &  Winters	Legal Services	69378
  5/18/07	821	678.40	Clark Thomas &  Winters	Legal Services	69378
  5/21/07	821	3,923.84	Clark Thomas &  Winters	Legal 
Services	69378
  6/20/07	821	1,173.02	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	19,486.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	72,929.43	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	490.34	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	361.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	434.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	2,356.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	1,777.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	7,130.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	3,731.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	754.00	Clark Thomas &  Winters 
	Services-Professional	69378
  6/20/07	821	528.17	Clark Thomas &  Winters 
	Services-Professional	69378
  7/ 2/07	821	125,000.00	Clark Thomas &  Winters 
	Services -  Professional	69378
  7/19/07	821	60.98	Clark Thomas &  Winters	Services-Legal	69378
  7/19/07	821	215.50	Clark Thomas &  Winters	Services-Legal	69378
  7/19/07	821	21,219.97	Clark Thomas &  Winters 
	Services-Legal	69378
  7/19/07	821	61,587.87	Clark Thomas & Winters 
	Services-Legal	69378
  7/19/07	821	663.50	Clark Thomas &  Winters	Services-Legal	69378
  8/3/07	821	110,282.11	Clark Thomas &  Winters	Services - 
Professional	69378
  8/23/07	821	185.57	Clark Thomas &  Winters	Services-Legal	69378
  8/23/07	821	9,521.00	Clark Thomas &  Winters 
	Services-Legal	69378
  8/23/07	821	70,469.78	Clark Thomas &  Winters 
	Services-Legal	69378
  8/23/07	821	18,360.89	Clark Thomas &  Winters 
	Services-Legal	69378
  8/27/07	821	73,899.38	Clark Thomas &  Winters 
	Services-Professional	69378
  9/27/07	821	94,131.86	Clark Thomas &  Winters 
	Services-Professional	69378
  9/28/07	821	-1,754.00	Clark Thomas &  Winters 
	Correct G/L Acct #	69378
  9/28/07	821	-1,575.00	Clark Thomas &  Winters 
	Correct G/L Acct #	69378
  9/28/07	821	-1,080.00	Clark Thomas &  Winters 
	Correct G/L Acct #	69378
  10/1/07	821	63,117.92	Clark Thomas &  Winters 
	Services - Legal	69378
  10/1/07	821	8,674.00	Clark Thomas &  Winters 
	Services - Legal	69378
  10/1/07	821	177.10	Clark Thomas &  Winters	Services - 
Legal	69378
  10/1/07	821	53,855.66	Clark Thomas &  Winters 
	Services - Legal	69378
  10/1/07	821	65.00	Clark Thomas &  Winters	Services - 
Legal	69378
  10/1/07	821	32,659.50	Clark Thomas &  Winters 
	Services - Legal	69378
  10/22/07	821	105,498.27	Clark Thomas &  Winters 
	Services-Legal	69378
  10/22/07	821	232.60	Clark Thomas &  Winters	Services-Legal	69378
  10/29/07	821	47,961.26	Clark Thomas &  Winters 
	Services-Professional	69378
  10/29/07	821	2,303.00	Clark Thomas &  Winters 
	Services-Professional	69378
  10/29/07	821	63,404.73	Clark Thomas &  Winters 
	Services-Professional	69378
  11/21/07	821	3,301.50	Clark Thomas &  Winters 
	Services - Legal	69378
  11/21/07	821	54,004.11	Clark Thomas &  Winters 
	Services - Legal	69378
  11/21/07	821	657.00	Clark Thomas &  Winters	Services - 
Legal	69378
  11/27/07	821	112,560.18	Clark Thomas &  Winters 
	Services-Professional	69378
  11/27/07	821	3,176.00	Clark Thomas &  Winters 
	Services-Professional	69378
  11/27/07	821	97,308.66	Clark Thomas &  Winters 
	Services-Professional	69378
  12/19/07	821	252.40	Clark Thomas &  Winters	Services - 
Professional	69378
  12/19/07	821	49,813.16	Clark Thomas &  Winters 
	Services -  Professional	69378
  12/19/07	821	2,651.31	Clark Thomas &  Winters 
	Services -  Professional	69378
  12/19/07	821	1,055.00	Clark Thomas &  Winters 
	Services -Professional	69378
  12/31/07	821	124,893.92	Clark Thomas &  Winters	AP 
Unpaid Accrual Dec  07	69378
  12/31/07	821	197,085.25	Clark Thomas &  Winters	AP 
Unpaid Accrual Dec  07	69378
  12/31/07	821	27,936.82	Clark Thomas &  Winters	AP 
Unpaid Accrual Dec  07-Final	69378
  12/31/07	821	943.81	Clark Thomas &  Winters	AP Unpaid 
Accrual Dec  07-Final	69378


2,100,173.65

1/30/07	826	4,511.25	Cox Smith Matthews Inc	Services - 
Professional	157781
2/8/07	826	21.00	Cox Smith Matthews Inc	Legal Services	157781
2/23/07	826	14,931.87	Cox Smith Matthews Inc	Services - 
Professional	157781
4/3/07	826	17,603.30	Cox Smith Matthews Inc	Services - 
Professional	157781
4/24/07	826	10,538.05	Cox Smith Matthews Inc	Services - 
Professional	157781
5/16/07	826	12,082.65	Cox Smith Matthews Inc	Services-Legal	157781
6/19/07	826	4,575.00	Cox Smith Matthews Inc	Services - 
Consulting	157781
7/24/07	826	6,737.55	Cox Smith Matthews Inc	Services - 
Consulting	157781
8/23/07	826	8,481.93	Cox Smith Matthews Inc	Services-Legal	157781
10/1/07	826	1,831.50	Cox Smith Matthews Inc	Services - 
Legal	157781
10/22/07	826	2,962.50	Cox Smith Matthews Inc 
	Services-Legal	157781
11/26/07	826	25,989.50	Cox Smith Matthews Inc 
	Services - Legal	157781
12/26/07	826	16,513.25	Cox Smith Matthews Inc 
	Services-Professional	157781


126,779.35



1/24/07	826	433.75	Fulbright &  Jaworski LLP	Services - 
Professional	70205
2/14/07	826	553.56	Fulbright &  Jaworski LLP	Services - 
Professional	70205
4/3/07	826	588.55	Fulbright &  Jaworski LLP	Services - 
Professional	70205


		1,575.86



  9/17/07	821	396.46	Irion, Terrence L	Services-Legal	171496


1/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
2/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
3/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
4/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
5/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
6/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
7/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
8/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
9/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
10/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
11/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004
12/1/07	821	16,772.04	Moursund Moursund and  Moursund 
	Legal-Retainer Fee	107004


		201,264.48



4/23/07	821	4,675.18	Ogletree,Deakins,Nash,Smoak  & 
	Labor-Internal  Investigations	166382
7/17/07	821	2,257.23	Ogletree,Deakins,Nash,Smoak  & 
	Services - Legal	166382
7/18/07	826	224.00	Ogletree,Deakins,Nash,Smoak  &	Services - 
Legal	166382
8/10/07	826	96.70	Ogletree,Deakins,Nash,Smoak  &	Services - 
Legal	166382
8/10/07	821	2,529.12	Ogletree,Deakins,Nash,Smoak  & 
	Services-Legal	166382
9/12/07	821	5,813.30	Ogletree,Deakins,Nash,Smoak  & 
	Services - Legal	166382
9/18/07	821	64.00	Ogletree,Deakins,Nash,Smoak  &	Services-Legal	166382
10/10/07	821	130.25	Ogletree,Deakins,Nash,Smoak  & 
	Services-Legal	166382
11/15/07	821	480.81	Ogletree,Deakins,Nash,Smoak  & 
	Services - Legal	166382
12/31/07	821	192.00	Ogletree,Deakins,Nash,Smoak  &	AP 
Unpaid Accrual Dec  07-Final	166382


		16,462.59




1/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
1/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
2/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
2/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
2/20/07	821	815.35	Paffe Esq, Kimberly J	Reimbursement	124614
3/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
3/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
4/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
4/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
5/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
5/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
6/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
6/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
7/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
7/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
7/30/07	821	675.00	Paffe Esq, Kimberly J	Reimbursement	124614
8/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
8/1/07	821	21,000.00	Paffe Esq, Kimberly J	Legal Services	124614
8/1/07	821	14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
8/1/07	821	-14,000.00	Paffe Esq, Kimberly J	Services-Legal	124614
8/13/07	821	901.41	Paffe Esq, Kimberly J	Reimbursement	124614
8/21/07	821	680.00	Paffe Esq, Kimberly J	Reimbursement	124614
8/30/07	821	385.23	Paffe Esq, Kimberly J	Reimbursement	124614
9/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
9/1/07	821	21,000.00	Paffe Esq, Kimberly J	Legal Services	124614
10/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
10/1/07	821	21,000.00	Paffe Esq, Kimberly J	Legal Services	124614
11/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
11/1/07	821	21,000.00	Paffe Esq, Kimberly J	Legal Services	124614
12/1/07	821	1,200.00	Paffe Esq, Kimberly J	Car Allowance	124614
12/1/07	821	21,000.00	Paffe Esq, Kimberly J	Legal Services	124614
12/31/07	821	12,000.00	Paffe Esq, Kimberly J 
	Administrative Costs	124614


		232,856.99



1/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
2/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
3/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
4/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
5/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
6/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
7/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
8/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
9/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
10/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
11/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397
12/1/07	821	2,000.00	Parker PC, Carl A	Legal Services	70397


		24,000.00



  12/20/07	821	1,999.25	Richards & Elder  LLP 
	Services-Legal	174361



  12/19/07	821	2,700.00	Scott Douglass &  McConnico 
LLP	Services - Legal	174266


  9/14/07	821	1,375.00	Sheila Gladstone,  Attorney 
at	Services-Legal	171536
  10/10/07	821	1,500.00	Sheila Gladstone,  Attorney 
at	Services-Legal	171536


		2,875.00


1/1/07	821	5,000.00	Sibley, David	Retainer	109696
2/1/07	821	5,000.00	Sibley, David	Retainer	109696
3/1/07	821	5,000.00	Sibley, David	Retainer	109696
4/1/07	821	5,000.00	Sibley, David	Retainer	109696
5/1/07	821	5,000.00	Sibley, David	Retainer	109696
6/1/07	821	5,000.00	Sibley, David	Retainer	109696
7/1/07	821	5,000.00	Sibley, David	Retainer	109696
8/1/07	821	5,000.00	Sibley, David	Retainer	109696
9/1/07	821	5,000.00	Sibley, David	Retainer	109696
10/1/07	821	5,000.00	Sibley, David	Retainer	109696
11/1/07	821	5,000.00	Sibley, David	Retainer	109696
12/1/07	821	5,000.00	Sibley, David	Retainer	109696


		60,000.00



		2,780,083.63




-- 
Bill Christensen
<http://greenbuilder.com/contact/>

Green Building Professionals Directory: <http://directory.greenbuilder.com>
Sustainable Building Calendar: <http://www.greenbuilder.com/calendar/>
Green Real Estate: <http://www.greenbuilder.com/realestate/>
Straw Bale Registry: <http://sbregistry.greenbuilder.com/>
Books/videos/software: <http://bookstore.greenbuilder.com/>



More information about the Watchdogs mailing list