Employment Discrimination Demand Letter - Texas

Texas Employment Discrimination Demand Preparation Worksheet — Not a Sending Letter

DO NOT SEND OR FILE THIS WORKSHEET. It does not select a claim, establish coverage, calculate a filing period, satisfy an agency or court requirement, preserve a claim, demand a legally available remedy, or create settlement terms.

Use this worksheet to organize facts and build a lawyer-reviewed Texas demand letter only after completing the current-authority and deadline registers below.

1. Matter Control

Firm or preparer: [________________________________]

Responsible Texas lawyer: [________________________________]

Client: [________________________________]

Employer or other proposed recipient: [________________________________]

Matter number: [________________________________]

Work location or locations: [________________________________]

Employment relationship and dates: [________________________________]

Current status: ☐ employed ☐ leave ☐ suspended ☐ separated ☐ applicant ☐ other: [________]

Urgent event or deadline reported by client: [________________________________]

Source checked by lawyer: [________________________________]

No-representation or scope warning needed: ☐ No ☐ Yes — [________________________________]

2. Party and Coverage Facts

Coverage questions requiring lawyer resolution:

[____________________________________________________________]

3. Current-Authority Register

Complete one row for every proposed claim or route. Open the current official source; do not rely on this worksheet, an old letter, a search snippet, or a remembered deadline.

Recent amendment, rule, form, or agency-process check:

[____________________________________________________________]

Transition or effective-date issue: [________________________________]

Claims considered but excluded and why:

[____________________________________________________________]

4. Deadline and Route Register

Record each deadline separately. Do not collapse agency, court, contract, grievance, notice, appeal, or response dates into one limitations date.

Earliest plausible deadline: [________________________________]

Unresolved timing issue and escalation owner:

[____________________________________________________________]

5. Protected Status, Activity, or Right

Do not select a category from memory. Use the current-authority register to identify the exact status, activity, request, report, leave, opposition, association, or other right relevant to each proposed claim.

Accommodation or interactive-process facts, if relevant:

[____________________________________________________________]

Retaliation sequence, if relevant:

[____________________________________________________________]

6. Employment Decision and Comparator Facts

Challenged action or omission: [________________________________]

Decision date: [__/__/____]

Decision-makers: [________________________________]

Reason communicated by employer: [________________________________]

Evidence supporting or contradicting that reason:

[____________________________________________________________]

Relevant policy and consistency evidence:

[____________________________________________________________]

7. Chronology

Client corrections or uncertainties:

[____________________________________________________________]

8. Evidence and Preservation Inventory

Preservation steps approved by counsel:

[____________________________________________________________]

Sensitive information to omit or transmit securely:

[____________________________________________________________]

9. Loss and Remedy Worksheet

Record facts and calculations; do not treat a listed item as legally recoverable until the applicable authority row confirms it.

Mitigation efforts and earnings: [________________________________]

Tax, benefits, lien, repayment, or allocation issue: [________________________________]

Nonmonetary relief under consideration:

☐ Employment-status change

☐ Personnel-record or reference term

☐ Policy, training, reporting, or workplace measure

☐ Accommodation or leave arrangement

☐ Confidentiality, publicity, or non-disparagement proposal

☐ Other: [________________________________]

Authority and enforceability review completed: ☐ Yes ☐ No

10. Settlement Position

Client's objectives, ranked:

1. [________________________________]
2. [________________________________]
3. [________________________________]

Opening proposal: $[________________________________]

Current authority for each requested remedy: [________________________________]

Confidential settlement range: [________________________________]

Nonmonetary terms: [________________________________]

Terms requiring a separate reviewed agreement or release:

[____________________________________________________________]

Government-benefit, tax, lien, reporting, licensing, or third-party approval issue:

[____________________________________________________________]

11. Proposed Demand-Letter Outline

This section is an assembly plan, not the sending letter.

A. Sender, Recipient, and Matter

Sender and authority to communicate: [________________________________]

Correct recipient and delivery method: [________________________________]

Matter description: [________________________________]

B. Representation and Purpose

Reviewed representation statement: [________________________________]

Purpose of communication: [________________________________]

C. Factual Narrative

Three to six verified facts to state:

1. [________________________________]
2. [________________________________]
3. [________________________________]
4. [________________________________]

Material facts not yet confirmed: [________________________________]

D. Claim Basis

For each proposed claim, insert only the lawyer-approved proposition and citation from Section 3.

E. Loss and Requested Resolution

Supported loss summary: [________________________________]

Requested monetary resolution: $[________________________________]

Requested nonmonetary resolution: [________________________________]

F. Response Proposal

Proposed response date and time zone: [________________________________]

Business reason for the proposed period: [________________________________]

A response period inserted in a demand is a settlement proposal unless current controlling authority makes it something else. Do not label it statutory or claim that silence creates default, admission, waiver, liability, tolling, or acceptance without verified authority.

G. Closing and Reservation Language

Lawyer-approved closing: [________________________________]

Claims or routes intentionally omitted: [________________________________]

Attachments: [________________________________]

12. Communication and Evidence Gates

☐ The letter does not say a settlement label automatically makes every statement inadmissible.

☐ The letter does not promise confidentiality, privilege, tolling, preservation, fee shifting, interest, punitive relief, or a remedy without current authority or agreement.

☐ The letter does not threaten a complaint, lawsuit, publicity, licensing report, or criminal referral unless counsel approved the factual and legal basis.

☐ The letter separates confirmed facts from allegations, estimates, and settlement proposals.

☐ The letter uses no hard-coded agency, court, or employer response period from an older template.

☐ The delivery method and recipients were checked for privacy and employment-risk concerns.

13. Lawyer Approval and Handoff

Draft prepared by: [________________________________]

Authority and deadlines reviewed by: [________________________________]

Facts and exhibits reviewed by: [________________________________]

Loss calculations reviewed by: [________________________________]

Client approved settlement position on: [__/__/____]

Operative demand letter file: [________________________________]

Final review date: [__/__/____]

Method of delivery: [________________________________]

Follow-up owner and date: [________________________________]

Final reminder: Only the separately prepared, lawyer-approved demand letter may be sent. Retain this worksheet as an internal preparation record.