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3ae °we o Ow ae F- LEWIS, LONGMAN & WALKER, P.A. A T T O R N E Y S A T L A W November 3, 2009 REPLY TO: TALLA14ASSEE Mr. Roger Carlton CONFIDENTIAL City Manager ATTORNEY /CLIENT City of South Miami PRIVILEGED 6130 Sunset Drive South Miami, FL 33143 Re: Legal Representation of City of South Miami — Pension Matters Dear Mr. Carlton: On behalf of the law firm of Lewis, Longman & Walker, P.A., thank you for the opportunity to work with you on the above matter. The terms and conditions of our representation are outlined below. 1. Services. Lewis, Longman & Walker, P.A. will provide advice and representation on pension matters. I will be the shareholder in charge of this matter and will be primarily responsible for providing and supervising the legal services required. I will be responsible for ensuring that this matter is staffed in a mamier adequate and appropriate to the requirements of the representation. Glenn Thomas, a shareholder who works with me on pension matters, will also be involved in this matter. We will use our best judgment to determine the amount of time, who is to perform specific tasks and work, and the nature of the services to be performed in your best interests. 2. Professional Fees. I will be the primary attorney working on your matter and my standard hourly rate is $250.00. In addition to me, I may assign work to other attorneys or paralegals within the office, depending upon who can best do the work in the most efficient manner. The hourly rates for attorneys range from $160.00 to $285.00 per hour. The hourly rates for paralegals /law clerks range from $105.00 to $120.00 per hour. These rates will be in effect through December 2009 and will be modified annually thereafter in January of each BRADENTON 1001 Third Avenue West Suite 670 Bradenton, Florida 34205 P 1941-708-4040 • f ( 941 - 708 -4024 Helping Shape Florida's Future JACKSONVILLE 245 Riverside Avenue Suite 150 Jacksonville, Florida 32202 p 1904-353-6410 • f 1904-353-7619 TALLAHASSEE 2600 Centennial Place Suite 100 Tallahassee, Florida 32308 P 1850-222-5702 • f 1850-224-9242 www.11w- law.com WEST PALM BEACH 1700 Palm Beach Lakes Blvd. :. Suite 1000 West Palm Beach, Florida 33401 p 561 -640 -0820 • f 1561-640-8202 Mr. Roger Carlton November 3, 2009 Page 2 subsequent year. We will provide you with our new rates along with the Firm's statement of services rendered in January of each year. 3. Costs and Expenses. The firm charges for costs and expenses incurred on your behalf for this representation. We have established a surcharge of 3.5% of fees to cover many of these costs and expenses. Attachment 1 sets forth the most commonly incurred costs and expenses and explains the terms of how they are billed as not every cost or expense is covered under the surcharge. We may advance these costs and seek reimbursement in our billings or we may at our discretion require you to deposit these costs with us before the costs are incurred. 4. Billing and Payment. We will bill you on a monthly basis for professional services rendered and expenses incurred in connection with this matter, less any retainer amounts applied against these services and expenses. You agree to pay the amount of each statement in full within twenty (20) days of the billing date. Should you question or dispute any items or any statement, you agree to notify us in writing of any such question or dispute within fifteen (15) days of the billing date, and we will assume you do not have any dispute if we do not hear from you in that time. Any amounts remaining unpaid for more than thirty (30) days from the date of billing shall bear interest at the rate of twelve (12 %) percent per annum, compounded daily, until paid. 5. Client Documents. During the course of your matter, you may be required to provide to us documents such as pension plan documents, actuarial reports, etc. We will hold these records during the pendency of this matter. At the conclusion of this matter, you may contact us and make arrangements for the return of your records. It is your responsibility to secure the return of your records. We will retain the balance of your file for an appropriate time period. If arrangements are not made for the return of your records within six (6) years following the conclusion of your matter, they will be destroyed according to the guidelines set out in our Records Retention Policy. We sincerely thank you for choosing our firm to assist you in this most important matter. If you agree with the foregoing terms and conditions, please sign in the space provided at the bottom of the letter, return the original to me, and retain a copy for your records. On behalf of the Firm, I look forward to assisting you in this matter. Sincerely, Jam S W. Linn /es Enclosure cc: Laurence Feingold, Esquire Mr. Roger Carlton November 3, 2009 Page 3 ACCEPTED BY: CITY OF SOUTH MIAMI By: _ Title: Date: ATTACHMENT1 Cost /Expense Costs & Expenses Covered by The 3.5% Surcharge Delivery Charges Included within surcharge of 3.5% of hourly fees. Messenger Service Included within surcharge of 3.5% of hourly fees. Overnight Express Included within surcharge of 3.5% of hourly fees. Tele - facsimile Outgoing: Included within surcharge of 3.5% of hourly fees. Incoming: No charge Photocopying Inside copies: Included within surcharge of 3.5% of hourly fees. Secretarial Overtime No charge Telephone Charges Included within surcharge of 3.5% of hourly fees. Word Processing No charge Cost/Expense Costs & Expenses Not Covered by The 3.5% Surcharge Photocopying Outside services: Actual amount invoiced to firm. Travel -Local /Surface Reasonable mileage or actual rental charges. Travel- Out -of -Town Intrastate: Actual common carrier charges for coach. Interstate: Actual common carrier charges for coach .... . ... . .. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Meals /Accommodations: Lowest corporate seasonal rate available, reasonable business related meal expenses. Other Expenses Actual cost invoiced to the firm. In selected cases, these items may be directly invoiced from vendor to client. Computer Research Actual usage + proportionate share of base subscription. Court Reporters Direct invoice from vendor to client or paid from retainer.