MEMORANDUM

To: Brian Mackin, UAB Director of Athletics

From: Bill Carr, CarrSports Consulting, LLC
Subject: Proposed Addendum to Agreement between the UAB Educational Foundation
(EF) and CarrSports Consulting, LLC (CarrSports)
Date: April 30, 2014
Pursuant to our discussions last week at UAB during our third campus visit for Athletics
strategic planning, we at CarrSports agreed to undertake extensive additional research
immediately to provide relevant data for UABs consideration with a due date of May 19, 2014.
This intercollegiate athletics national and regional data research you requested is beyond the
scope of services originally agreed to in the CarrSports Proposal to UAB, dated 11-6-2013 and
shown as Attachment A with the official Agreement.
Accordingly, we submit this Proposed Addendum to revise our Agreement as follows:
CURRENT TERMS

NEW TERMS

1. Original due date for UAB Athletics

Strategic Plan: April 30, 2014

1. Agreed to new due date for UAB

Athletics Strategic Plan: July 14, 2014

2. Current total fees: $60.000

2. Proposed total fees: $70,000

$10,000
increase

3. Current travel expenses: $11,500

a. Consultants Travel: $8,400
7 individual trips projected @$1,200
(8 trips used as of 4/25/2014)
b. Word Processing/editing: $1,5000
c. Research services: $1,000
d. Communication expenses: $600

3. Proposed travel expenses: $20,000

a. Consultants Travel: $6,000
5 more individual trips projected @ $1,200
(To be used only if required by UAB)
b. Word Processing/editing: $2,000
c. Research services: $3,000
d. Communication expenses: $600

$9,500
increase

TOTAL INCREASE

$19,950

NET
CHANGE
11 week
extension

MEMORANDUM
To: Brian Mackin, UAB Director of Athletics
From: Bill Carr, CarrSports Consulting, LLC
Subject: Proposed Addendum #2 to Agreement between the UAB Educational Foundation (EF) and CarrSports Consulting, LLC
(CarrSports)
Date: August 18, 2014
Pursuant to our recent discussions for Athletics strategic planning, we at CarrSports agreed to undertake extensive additional research
immediately to provide relevant data for UABs consideration with a due date of August 15, 2014. This intercollegiate athletics national and
regional data research you requested is beyond the scope of services originally agreed to in the CarrSports Proposal to UAB, dated 11-6-2013 and
the Agreement Addendum#1 dated April 30, 2014 and shown as Attachment A with the official Agreement. Accordingly, we submit this Proposed
Addendum#2 to revise our Agreement as follows:
Original Terms

Addendum #1 Terms

Addendum #2 Terms

Change From Addendum #1

1. Original due date for UAB

Athletics Strategic Plan: April 30,
2014

1. Revised date for UAB

Athletics Strategic Plan: July
14, 2014

1. Special Research for Athletics

delivered August 15, 2014; this work
delayed completing UAB Athletics
Strategic Plan.

Due Date for UAB

Athletics Strategic Plan
TBD

2. Original total fees: $60.000

2. Revised total fees: $70,000

3. Proposed total fees:

$7,000 increase

3. Original total travel and

expenses: $11,500
a. Consultants Travel: $8,400
7 individual trips projected
@$1,200 (8 trips used as of 4/25)
b. Word Processing/editing:
$1,5000
c. Research services: $1,000

3. Revised total travel and

expenses $20,000
a. Consultants Travel: $6,000
5 additional individual trips
@ $1,200 (3 used as of 8/18)
b. Word Processing/editing:
$2,000
c. Research services: $3,000
d. Communication expenses:
$600

3. Proposed total travel and expenses

$26,000
a. Consultants Travel: $2,400
2 additional individual trips @$1,200

d. Communication expenses:
$600

$77,000

$6,000 increase

b. Word Processing/editing $1,000

c. Research services: $2,000
d. Communication expenses: $600

$13,000 increase

MEMORANDUM

CARRSPORTS CONSULTING LLC

Invoice # 8
FEES
REDACTED
DATE:

November 21, 2014

TO:

The University of Alabama at Birmingham Education Foundation

FROM:

William C. Carr III

CarrSports Consulting LLC

RE:

Payment of Fees Invoice for Implementation Plan as part of Strategic

Planning services

Agreement between UAB and CarrSports Consulting, LLC (CSC):

For a stipulated fee of $5,000 drawn from UAB Education Foundation Funds, CSC will provide
assistance in developing a Plan of Implementation for the UAB Athletics Program. Accordingly,
this invoice is to request a payment of $5,000 for those Fees. A separate invoice for final
expenses in this process will be forwarded soon.
NAME

EIN

FEES

EXPENSES

TOTAL

CarrSports Consulting LLC

REDACTED

$5,000

TBD

$5,000

IRS form W9 for CarrSports Consulting LLC forwarded previously

Please make check payable to CarrSports Consulting, LLC

1. Direct deposit (Preferred method of payment)

Bank: REDACTED
Account number: REDACTED
Direct Routing Number: REDACTED
2. Payment by check:
CarrSports Consulting LLC
3602 NW 46th PL
Gainesville, FL 32605
If there are questions regarding this invoice, please contact Bill Carr at (352) 375-7115