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Home My WebLink About2001 08 13 Regular D Engagement for Pension Attorney Services COMMISSION AGENDA ITEM D CONSENT INFORMA TIONAL PUBLIC HEARING REGULAR X 08/13/01 Meeting MGR. VmEP~ Authorization REQUEST: It is requested that the City Commission approve the attached "Engagement for Pension Attorney Services" and authorize the City Manager to execute. PURPOSE: This agenda item is offered to inform the City Commission about steps taken to retain a new pension attorney, and to request approval of a services agreement with a preferred candidate, as recommended by the Pension Board of Trustees. CONSIDERATION: On June 11, 2001, the Commission endorsed rankings of pension attorney candidates, and authorized contractual negotiations with the first- ranked candidate. The attached "Engagement for Pension Attorney Services" results from those negotiations, which were conducted on behalf of the Board of Trustees by the Director of General Services and the City Attorney. The Board of Trustees, at its regular meeting of July 31, 2001, voted to recommend approval by the City Commission. FUNDING: No additional funding required, other than already budgeted. RECOMMENDATION: Staff and Board of Trustees recommend approval of attached services agreement, and authorization for City Manager to execute. ATTACHMENT: Engagement for Pension Attorney Services, James W. Linn, Esq. COMMISSION ACTION: .. ... ERIC ASH WIUJAM G. CAPKO BETH ANN CARLSON MICHElLE DiffENDERfER ROBERT P. DIFTENDERfER KENNETH W. DODGE AMY M. DUKES BRENNA MALOUf DURDEN WAYNE E. FLOWERS MEUSSA GRoss-ARNOUJ KEVIN S. HENNESSY 11-1 LEWIS, LONGMAN &WALKER, P.A ATTORNEYS AT LAW DEBORAH D. HOLTON R. STEVEN LEwIs TERRY E. LEWIS JAMES W. LINN ANNE loNGMAN G. STEPHEN MANNING DAVID E. RAMBA KENNETH G. SPtLLlAS EDWIN A. STEINMEYER STEPHEN A. WAl.J(ER REPLY To: Tallahassee July 17, 2001 Mr. Gene DeMarie Director of General Services City of Winter Springs 1126 East S.R. 434 Winter Springs, FL 32708 Re: Engagement for Pension Attorney Services Dear Mr. DeMarie: This will confirm my firm's engagement to act as pension attorney to the City of Winter Springs. Lewis, Longman & Walker P.A. would be pleased to provide pension attorney services in accordance with the following terms: I will act as the firm's primary attorney and contact on pension matters. However, from time to time other firm attorneys and staff will work with me to provide requested legal services in a cost-effective manner. Our services are provided and billed on an hourly basis. Shareholder's services are billed at the rate of $210.00 per hour; associate attorneys are billed at the rate of $175.00 per hour; and paralegals and law clerks working under my supervision are billed at the rate of $90.00 per hour. Travel time to and from pension-related meetings will be billed at one-half the normal hourly rate, up to a maximum of four hours of travel time (two billable hours) on any day, except that there will be no charge for travel time for the first meeti ng I attend each year. In addition to our fees, our bills will include charges for disbursements for items such as photocopies, travel (necessary transportation, lodging, and meals), courier services, telephone charges, etc. There will be no charge for fax transmissions. A summary of these charges is enclosed. I would be pleased to discuss a maximum limitation on travel-related expenses in connection with this engagement. lacluonville Offu:e 9428 Baymeadows Road Suile 625 Jacksonville, Florida 32256 (904) 737-2020. Fax (904) 737-3221 Tallahmsee Offu:e Post Office Box 10788 (32302) 125 South Gadsden Street . Suite 300 Tallahassee, Florida 32301 (850) 222-5702 . Fax (850) 224-9242 West Palm Beach Offu:e 1700 Palm Beach Lakes Boulevard Suite 1000 West Palm Beach. Florida 33401 (561) 640-0820 . Fax (561) 640-8202 WWW.LLW-LAW.COM H E L PIN G S HAP E F LOR IDA'S F U T U R E '" . " Mr. Gene DeMarie July 17, 2001 Page 2 Our bills will be sent out on a monthly basis, and we will expect payment of each bill within 30 days following receipt. It is my understanding that the City will be responsible for paying my firm's bills. If any bill is not paid in full within 30 days following receipt, a finance charge of one percent per month (12% per annum) will be added to the outstanding balance. If these arrangements meet with the City's approval, please have the appropriate City official sign and date a copy of this letter and return it to me. If you would like further information about me or the terms outlined in this letter, please call me. I look forward to working with you and the City of Winter Springs. With best regards, I am Sincerely, L' JWUes Enclosures APPRQVED A~D.AGREED: , By,_ ~-#.WM';:' Title: ~ ~ Date: <f - c9 \ - 0 t ... ", LEWIS, LONGMAN & WALKER, P .A. Summary of Client-Related Expense Charges Cost/Expense Typical Charges Computer Research Actual usage + proportionate share of base subscription. Court Reporters Direct invoice from vendor to client or paid from retainer. Delivery Charges Actual amount invoiced to firm. Mode of delivery based on need and economy. Messenger Service Actual amount invoiced to the firm. Overnight Express Actual amount invoiced to the firm. Regular Mail No charge for regular postage. Photocopyi ng Inside copies: $O.20/page. Outside services: Actual amount invoiced to firm. Secretarial Overtime No charge. Telephone Charges Proportionate share of long distance and cellular charges + base subscriptions. Travel-Local/Surface Reasonable mileage or actual rental charges. T rave 1-0 ut-of- Town Intrastate: Actual common carrier charges for coach. Interstate: Actual common carrier charges for business class. .............................................................................. Meals/Accommodations: Lowest corporate seasonal rate available, reasonable business related meal expenses. Word Processing No charge. Other Expenses Actual cost invoiced to the firm. In selected cases, these items may be directly invoiced from vendor to client.