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Milfred “Bud” Dale, Ph.D., J.D.
Licensed Psychologist
2201 SW 29th Street
Topeka, KS 66611
(785)267-0025/Fax (785)266-6546
drbuddale@aol.com www.buddale.com
______________________________________________________________________________________
Milfred Dale, Ph.D., J.D.
Statement of Understanding for Expert Witness Case Review
The purpose of this Agreement is to explain the parameters of the role of Milfred “Bud” Dale, Ph.D., J.D. (hereafter Dr. Dale) as an Expert Witness Case Reviewer for
______________________________ [Name of Client Hiring the Expert] who is represented by
______________________________ [Name of Attorney], Attorney-at-Law in the following case:
______________________________.
Dr. Dale agrees to review a copy of the evaluation / advisory report and all available written information filed in connection with the above referenced matter. In this Case Review, Dr. Dale will review the text of the report, any other records and/or data that are available (such as the evaluator’s forensic case file). To the degree that is reasonable and possible, Dr. Dale will have the same written documentation or information available to the original evaluator.
Dr. Dale’s review will focus on the methods and procedures of the evaluation, any test data from psychological tests (if available), and the conclusions and inferences outlined in the report. The review will provide opinions regarding conformity with current professional practice standards and guidelines, the use of forensic methods and procedures appropriate to the scope of the evaluation task, and both the strengths and deficiencies of the evaluator’s work.
There is no explicit or implicit understanding that Dr. Dale’s task is confined to identifying deficiencies. There is an understanding that Dr. Dale is not conducting a comprehensive child custody evaluation and that he will not offer an opinion of comparative parenting competencies of the parents based solely on a report/materials review.
This agreement specifically covers only Dr. Dale’s analysis of the report and his report to the Attorney-Client. Results of the review and analysis of the report may be either verbal or in writing. The decision for a verbal or a written report rests with the Attorney-Client. If, on the basis of the information available and reviewed, Dr. Dale concludes that the evaluation was conducted appropriately and that the conclusions drawn follow logically from the information considered, Dr. Dale will inform the Attorney-Client, calculate fees for services rendered, and offer no additional services. The hourly fee for this service is $200 per hour and is payable upon completion of Dr. Dale’s report to the Attorney-Client.
Fees for an Expert Witness Case Review include a retainer in the amount of $3000. Dr. Dale’s work is billable at a rate of $200 per hour. Dr. Dale will provide the Attorney-Client a statement of time billed at the termination of services, or within 2 business days of any such request. Should additional payment be required, Dr. Dale may request these fees and the Attorney-Client will provide them in advance of Dr. Daleproviding additional services.
No additional services beyond the review of the report and submitted materials, and the report back to the Attorney-Client are covered by this agreement. This Statement of Understanding for Expert Witness Case Review does not cover any testimony regarding the review. This Statement of Understanding for Expert Witness Case Review also does not cover any fees for additional data collection should this be necessary or requested.
Date: ______________________________
Name of Attorney: ______________________ Signature: _____________________________
Milfred Dale, Ph.D., J.D., Licensed Psychologist Signature: ______________________________
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