1019-00003
· Whitmore Aerospace LLC · Administration
billing-summary-fee-cap-tracker.xlsx
DOCUMENT
Finance & Banking
[sheet: Summary]
| Field | Value |
| Engagement Number | 1019-00003 |
| Client | Whitmore Aerospace LLC |
| Client Address | 2400 Dominion Ridge Parkway, Suite 800, Herndon, VA 20171 |
| Client Contact | Donald R. Stokes, VP, Government Contracts |
| Matter Description | GAO Bid Protest — Case No. B-422187; B-422187.2 |
| Solicitation No. | FA8222-23-R-0087 |
| Protested Contract No. | FA8222-23-D-0193 |
| Responsible Partner | Claudia Merritt |
| Billing Partner | Ian Blackwood |
| Firm | Calderwood & Harkness LLP |
| Firm Address | 1750 K Street NW, Suite 1100, Washington, D.C. 20006 |
| Matter Opened | September 26, 2023 |
| Matter Closed | February 14, 2024 |
| Voluntary Fee Cap (Fees Only) | $425,000.00 |
| Total Attorneys' Fees Billed | $347,216.50 |
| Total Protest Costs Incurred | $18,743.22 |
| Total Claim Submitted (Fees + Costs) | $365,959.72 |
| Remaining Fee Cap Balance | $77,783.50 |
| Fee Cap Utilization (%) | 81.70% |
| Cost Claim Submission Date | February 7, 2024 |
| Status | Closed — Cost Claim Pending Resolution |
[sheet: Rate Schedule]
| Timekeeper | Role | Practice Group | Billing Category | Blended Rate ($/hr) |
| Claudia Merritt | Responsible Partner | Banking & Finance | Partner | $695.00 |
| Ian Blackwood | Billing Partner | Banking & Finance | Partner | $695.00 |
| Lt. Col. (Ret.) Nathan Yardley | Of Counsel | Government Contracts | Of Counsel | $475.00 |
| Megan Zhao | Senior Associate | Litigation | Senior Associate | $385.00 |
| Alan Burke | Lead Associate | Privacy & Data Security | Associate | $315.00 |
| Sara Hendricks | Working Associate | Privacy & Data Security | Associate | $315.00 |
[sheet: Monthly Hours Detail]
| Month | Merritt (Partner) — Hours | Blackwood (Partner) — Hours | Yardley (Of Counsel) — Hours | Zhao (Sr. Associate) — Hours | Burke (Associate) — Hours | Hendricks (Associate) — Hours | Total Hours — Month | Cumulative Total Hours |
| September 2023 (9/26–9/30) | 12.5 | 3.5 | 22 | 8.5 | 28 | 35 | 109.5 | 109.5 |
| October 2023 | 19 | 6 | 32 | 24 | 52 | 48 | 181 | 290.5 |
| November 2023 | 22.5 | 8 | 38 | 32 | 46 | 44 | 190.5 | 481 |
| December 2023 | 15 | 5 | 30 | 28 | 35 | 30 | 143 | 624 |
| January 2024 | 19.5 | 7 | 42 | 38 | 34 | 28.5 | 169 | 793 |
| February 2024 (2/1–2/14) | 9.5 | 15 | 23 | 18 | 16 | 16 | 97.5 | 890.5 |
| TOTAL | 98 | 44.5 | 187 | 148.5 | 211 | 201.5 | 890.5 | — |
[sheet: Monthly Fees Detail]
| Month | Merritt — Fees ($) | Blackwood — Fees ($) | Yardley — Fees ($) | Zhao — Fees ($) | Burke — Fees ($) | Hendricks — Fees ($) | Total Fees — Month ($) | Cumulative Fees ($) | Remaining Cap Balance ($) | Cap Utilization (%) |
| September 2023 (9/26–9/30) | $8,687.50 | $2,432.50 | $10,450.00 | $3,272.50 | $8,820.00 | $11,025.00 | $44,687.50 | $44,687.50 | $380,312.50 | 10.51% |
| October 2023 | $13,205.00 | $4,170.00 | $15,200.00 | $9,240.00 | $16,380.00 | $15,120.00 | $73,315.00 | $118,002.50 | $306,997.50 | 27.77% |
| November 2023 | $15,637.50 | $5,560.00 | $18,050.00 | $12,320.00 | $14,490.00 | $13,860.00 | $79,917.50 | $197,920.00 | $227,080.00 | 46.57% |
| December 2023 | $10,425.00 | $3,475.00 | $14,250.00 | $10,780.00 | $11,025.00 | $9,450.00 | $59,405.00 | $257,325.00 | $167,675.00 | 60.55% |
| January 2024 | $13,552.50 | $4,865.00 | $19,950.00 | $14,630.00 | $10,710.00 | $8,977.50 | $72,685.00 | $330,010.00 | $94,990.00 | 77.65% |
| February 2024 (2/1–2/14) | $6,602.50 | $10,425.00 | $10,925.00 | $6,930.00 | $5,040.00 | $5,040.00 | $44,962.50 | $374,972.50 | $50,027.50 | 88.23% |
| Adjustment (non-compensable admin time removal) | — | — | — | — | -$31.50 | — | -$31.50 | — | — | — |
| Rounding Corrections | — | — | — | — | various | various | -$4.50 | — | — | — |
| Write-Down / Voluntary Reduction | — | — | — | — | — | — | -$27,720.00 | — | — | — |
| ADJUSTED TOTAL | $68,110.00 | $30,927.50 | $88,825.00 | $57,172.50 | $66,433.50 | $63,472.50 | $347,216.50 | $347,216.50 | $77,783.50 | 81.70% |
[sheet: Fee Summary by Category]
| Billing Category | Timekeeper(s) | Rate ($/hr) | Total Hours | Gross Fees ($) | Adjustments ($) | Net Fees Claimed ($) |
| Partners | Claudia Merritt, Ian Blackwood | $695.00 | 142.5 | $99,037.50 | $0.00 | $99,037.50 |
| Of Counsel | Lt. Col. (Ret.) Nathan Yardley | $475.00 | 187 | $88,825.00 | $0.00 | $88,825.00 |
| Senior Associate | Megan Zhao | $385.00 | 148.5 | $57,172.50 | $0.00 | $57,172.50 |
| Associates | Alan Burke, Sara Hendricks | $315.00 | 324.5 | $102,217.50 | -$31.50 | $102,186.00 |
| Subtotal (pre-rounding) | — | — | 802.5 | $347,252.50 | -$31.50 | $347,221.00 |
| Rounding Corrections | — | — | — | — | -$4.50 | -$4.50 |
| TOTAL ATTORNEYS' FEES CLAIMED | — | — | 802.5 | $347,252.50 | -$36.00 | $347,216.50 |
[sheet: Expense Detail]
| Expense Category | Vendor / Payee | Description | Date(s) Incurred | Amount ($) |
| Expert Consultant | Ridgeline Consulting Group LLC | Expert consulting services — Janet K. Overmeyer; declaration preparation and Manufacturing Readiness evaluation analysis | Sept–Nov 2023 | $8,200.00 |
| Transcript Costs | Various | Deposition/hearing transcript costs — January 4, 2024 GAO telephonic hearing (Ground 3 — OCI) | Jan 2024 | $4,312.00 |
| Travel | Various | Travel expenses — Washington, D.C. to Dayton, OH (Wright-Patterson AFB area) for document inspection of Agency Report materials | Nov 2023 | $3,881.22 |
| Filing / Reproduction | Various | Electronic filing fees and document reproduction costs for GAO filings | Sept 2023–Feb 2024 | $1,650.00 |
| Courier / Overnight Delivery | Various | Courier and overnight delivery services for filing and service of protest documents | Sept 2023–Feb 2024 | $700.00 |
| TOTAL PROTEST COSTS | — | — | — | $18,743.22 |