OSU Agent Questionnaire GENERAL Organization __________________________________________________ Questionnaire completed by _____________________________________ Mailing Address _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ 1. How long have you (your organization) been an agent? _________________ 2. Is this a partnership? Corporation? Or sole proprietor? ________________ 3. Does your agency deal specifically with one sport, multiple sports, or multiple entertainment areas? _________________________________________________ 4. Are you registered in Oregon? Yes ______ No_____ If yes, when? ______________ 5. In which other states are you registered? _______________________________________ _______________________________________ 6. Are you registered with any or all of the following player’s associations? Yes or No. MLBPA____________ NBPA______________ NFPA______________ 7. Are you bonded? Yes________ No___________ If yes, please provide details as to the amount of the bond, the name and address of the surety or bonding company. ___________________________________________________ ___________________________________________________ ___________________________________________________ 8. Do you require power of attorney? Yes________ No____________9. Do you have experience in the field you are servicing (i.e. played 5 years of major league baseball)? Yes________ No__________ If yes, please describe your level of experience.____________________________________________________________ American LegalNet, Inc. www.FormsWorkflow.com EDUCATION 10. Do you or other members of your organization hold any of the following degrees and/or certificates? a. b. c. d. e. f. g. Undergraduate degree? Number ___________________ Masters of Business Administration? Number ______________________ Law Degree? Number _____________________ Doctor of Philosophy? Number _____________________ Certified financial Planner (CFP) Number___________________ Certified Public Accountant (CPA)? Number _____________________ Other degrees or certifications (please provide examples?___________________________________________________ FEE AND CONTRACT STRUCTURE 11. What is the average length of contract with a client?________________________ 12. Does a renewal have to be agreed upon and signed or does it automatically rollover? Please explain. 13. How does a client terminate a contract with your firm? Can they pay for services rendered through the termination date or must they pay for a set time period beyond the termination date? 14. Are your fees for contract negotiation services based on total salary or that position of salary above the minimum league salary? American LegalNet, Inc. www.FormsWorkflow.com 15. What is your general fee structure for negotiating a professional sports contract? a. Percentage or contract? b. Per hour basis? c. Flat rate? d. Other? 16. What is your general fee structure on an on-going basis (i.e. endorsements, speaking engagements, business management services)? a. Percentage of monthly/yearly salary? b. Per hour? c. Per service? d. Flat rate? e. Other? 17. Is the player responsible for reimbursing your expenses in addition to paying the fees identified above? Yes_____________ No____________________ ORGANIZATION AND CLIENTELE 18. Which of the following services do you or your organization provide? Contract representation and negotiation? ________________________ Marketing and endorsements? _________________________________ Financial and business management services, including tax planning, tax return preparation, insurance, and estate planning? __________________________________________________________________ Off-season employment activities? __________________________________ Post career planning and counseling? ________________________________ Other? Please list. __________________________________ __________________________________ __________________________________ __________________________________ 19. How many athletes do you or your organization represent? __________________ American LegalNet, Inc. www.FormsWorkflow.com 20. If an organization, how many clients may one representative be responsible for? ____________ 21. If an athlete signs with a particular agent, will he always deal with that agent or may he be reassigned to others within the organization? 22. Do you represent any athletes in any of the second tier leagues? Yes____ No____ If yes, please indicate which league and how many in each league? 23. Please list, by sport and by round, those draft choices represented by you or your organization over the last two years. __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ __________________________________________________________ 24. Would you provide a list of former clients, including names, addresses, and telephone numbers upon request? Yes______ No______ 25. Have you (your organization) ever had a dispute with a client? Yes___ No___ Has such a dispute ever gone to court or arbitration? Yes______ No________ Please describe each dispute with a client which has gone to court or arbitration. 26. Has anyone in your organization ever been sanctioned by the NCAA? Yes____ No____ If yes, when? 27. Has anyone in y our organization ever been convicted of or plead guilty to a felony? Yes____ No____ If yes, please indicate nature of the offense, date of conviction, criminal authority involved, and the punishment assessed. 28. Is your company audited by a CPA firm on an annual basis? Yes_____ No____ If yes, who? Would you provide copies of their report upon request? American LegalNet, Inc. www.FormsWorkflow.com 29. Can the athlete have his or her individual books and records audited by a representative of his or her own choosing without prior notification? Yes___ No___ 30. Do you make available to the athlete a monthly statement of the athlete’s cash receipts and disbursements? Yes____ No____ 31. Has anyone in your organization ever been disbarred, suspended, reprimanded, censured, or otherwise disciplined or disqualified as an attorney, as a member of any other profession, or as a holder of any public office? Yes___ No____ 32. Are any changes or complaints currently pending against you regarding your conduct as an attorney, as a member or any profession, or as a holder of public office. Yes____ No____ If yes, please indicate the nature of the charge or complaint and the name and address of the authority considering it. American LegalNet, Inc. www.FormsWorkflow.com