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Res. No. 128-07-12513RESOLUTION NO.: 128-07-12513 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, RELATING TO PENSION CONSULTING FEES; APPROVING ATTORNEYS' FEES FOR SUGARMAN AND SUSSKIND, P.A. IN THE AMOUNT NOT TO EXCEED $5,250 TO BE CHARGED TO ACCOUNT NUMBER 01-1500-514-3410 (LABOR); PROVIDING FOR AN EFFECTIVE DATE. WHEREAS; Sugarman and Susskind, P.A. provided legal services for pension matters including visits to the City Commission meetings on several instances (detailed listing attached hereto) to address concerns raised by a resident and clarification to the City Commission; and, WHEREAS, as of July 27, 2007, the existing balance on account no. 01-1500-514-3410 is $34,561.51. NOW, THEREFORE, BE IT RESOLVED, BY THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA THAT: Section 1: The City Commission is authorizing payment of consulting attorneys' fees in an amount not to exceed $5,250.00 to be charged to account number 01-1500-514-3410 with current account balance of $34,561.51. Section 2: The attached exhibit is incorporated by reference into this resolution. e4 PASSED AND ADOPTED this day of _ 1* :— _, 2007. ATTEST: CITY CLERK READ AND APPROVED AS TO FORM CITY ATTORNEY COMMISSION VOTE: 5-0 Mayor Feliu: Yea Vice Mayor Wiscombe: Yea Commissioner Palmer: Yea Commissioner Birts: Yea Commissioner Beckman: Yea �c ni w; I r CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER ED INCORPORATES R� INTER-OFFICE MEMORANDUM 2001 To: Via: From: Date: Subject: The Honorable Mayor & Members of the City Commission Yvonne S. McKinley, City Manager Jeanette Enrizo, Human Resource Manager Human Resource np_e RrMBINKITIN Approval of Legal Services %. Agenda Item No.: Request: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, RELATING TO PENSION CONSULTING FEES; APPROVING ATTORNEYS' FEES FOR SUGARMAN AND SUSSKIND, P.A. IN THE AMOUNT NOT TO EXCEED $5,250.00 TO BE CHARGED TO ACCOUNT NUMBER 01-1500-514-3410; PROVIDING FOR AN EFFECTIVE DATE. Request: Authorizing the City Manager to authorize payment for legal services. Reason/Need: Due to concerns brought up by a resident during a City Commission meeting, the Pension Consulting Attorney (Sugarman & Susskind, P.A.) was directed to attend City Commission meetings on several instances (detailed listing attached hereto). Although Sugarman & Susskind, P.A. are currently on retainer services with the Pension Board, the service provided during the City Commission meetings were outside the scope of their retainer agreement. The $5,250 will be charged to account number 01-1500-514-3410, with current balance of $34,561.51. Cost: $5,250 D Proposed Resolution 0 Detailed Invoice Listing from Sugarman and Susskind 011/2007 Sugarman &Gusskind 10:48 AM E%' Listing Page 1 Selection Criteria Client (hand select) Include: GM GMLA:MEETSMkA:PEN8SMLA:PENS-CORR 8|ip.Dete 1/1/2001 -0/11/2OO7 Slip. Classification [}pen Rate |nfo - idantUies nshe source and level Slip ID Timekeeper Unity Dates and Time Activity DNB Time Posting Status Client Description Reference Variance �l*/u TIME David 2.00 801/200 PM 0.00 Billed G:45493 11 SK8k4WEET Prepare for meeting /mT 51478 TIME / 8/31/2006 Billed G:45493 11/2/2005 Attend meeting, oih/ council meeting regarding ordinance to update p|oniM ° accordance with 185 ' \ 52248 TIME 10/2/2006 11:30 AM Billed 8:45494 11/2/2008 Review, research and respond e-mail city ^ ~ attorney reference ordinance amendment board make up date change 52250 TIME 12:30 PM Billed G:45493 11/2/2006 Prepare for meeting !»- \ 52251 TIME 10/3/2008 10:30 AM � / l Billed G:45404 11/2/2006 nReview and respond e-mail city attorney m�7 reference ordinance amendment David AM SMIAWEET Kenneth RE Kenneth PM SMIAWEET Kenneth RE 52252 TIME Kenneth 10/3/2006 7:30 PM Miled AM G:45494 11/2/2006 8K8IA:PENS r Attend city commission meeting reference � \ ordinance amendment 52245 TIME Kenneth 1015/2006 9:30 AM RE Billed CSA5484 1112/2008 S0UkPEN8 Reuew, research and revise proposed ordinance amendment reference compliance with collective bargaining agreements emd JW Me Rate Slip Value Rate Info Bill Status 300I0 1 1125IX0 -- k 0.5J0 300]]0 ]�� 15OI0 � 0.00 C@1 ~ 0.00 0.50 800.00 /)pX 1OO.00 0.00 [�8�1 ~~ �- 0.00 � 0.50 300.00 150.00 0.00 C@1 � 0.00 � 3.00 300.00 'J//\ 900.00 / \� 0.00 C@1 ' 0.00 6/11/2007 Sugarman &8uoobind 10:48 AM Slip Listing Page 2 Slip ID Timekeeper Units Rate Sl�\a�e Dates and Time DNB Time Rate Info ' Posting Status Client Bill Status Qescrpfion Reference Variance Telephone conference with actuary TIME K�� l� ) 9:30 AM RE �w�� Billed G:45494 11/2/2006 SK8ktPENG revisions toord 52207 TIME 10/12/2008 2:00 PM Billed G:45494 11/2/2006 MResearch and revised proOposed ordinance mendment reference compliance with collective bargaining agreements 52208 TIME 10/13/2006 9:30 AM Billed G:45494 11/2/2006 Rex/e�vand n�/iaedproposed ordinance [�| \ amendment na�/nanoeooUoo�vebargah�n .�\��onaen�entondTekeohoneoonfenanoovv�h A , aumerY 52229 TIME Ittend meeting city commission reference 7/2006 6:30 PM illed G:45494 11/2/2006 ordinance amendment I st reading 52372 TIME 10/19/2008 12:30 PM d G:45494 11/2/2008 «` ' �a|apnone conference with client reference K8ehck ^ 52531 TIME 10/31/2006 11:00 AM Billed G'' 45494 11/2/2006 � �F�eviewx'navisaandreoponderna�|na��nsnoe memo hoemployees 52767 TIME 11/3/2006 1:30 PM 12/4/2008 L ' respond e-mail personnel J� \eferenne agenda item and connrnioeion 0�q` meeting Kenneth RS SK8|A:PENG Kenneth RE Kenneth AM GK8IA:PEN8 Kenneth TC 8K8KtPENG Kenneth RE 8K8|A/PE0G Kenneth RE 8MIA:MEET 0.50 1 0.00 1�300.00 C6�1 -~ ^ 4.00 300.00 1200.00 0.00 C@1 0.00 0.00 C@1 0.00 1.00 300.00 0.00 C@1 0.00 0.00 C@1 1.50 300.00 0.00 C@1 0.00 ELI 300.00 900.00 X 300.00 150.00 450.00 ~L� � 150.00 ^ 6M1/2007 Sugarman &GuaoWnd 10:48 AM Slip Listing Slip ID Timekeeper Units Dates and Time Activity DNB Time Posting Status Client — Description Reference Variance 52825 TIME �111/7/2006 12:OOP&1 G:45947 12/4/2006 Kenneth PM GK8|A-MEET 0.50 D.00 ore for meeting 0.00 \ 52828 TIME Kenneth 2.50 11/7l2006 2'00 PM R8 0.00 y�l l Billed G*45948 12/4/2006 ' e-mail SK8|��PEN8 0.00 p�roonne| reference ordinance amendment, �v\ commission meeting and Merrick 3215 TIME Kenneth 2.50 4:15Iy PK A8 0.00 U|ad C45048 12��O �u6/ J �\\ 0` / m 07V�4 8K�PENG 0. 00 54317 TIME Kenneth 0.50 1/18/2007 3:00 PM p0~ G:48855 2/1/2007 AM SK8|AWEET 0.00 ~ meeting reference invoices and 0.00 ' retainer 5,4750 TIME 10:30 PM Billed G:47332 3/5/2007 Attend meeting and travel Kenneth AM SMIAWEET 0.50 0.00 5630 TIME Kenneth 4/302007 2:45 PM TC Billed G:48141 5/212007 8K0|A:PENB Telephone conference with client reference invocieoon city commission agenda and Review e-mail Grand Total Billable'�� UnW|lable Total 29.7 ' 29.75 Rate Rate Info Bill Status Page 3 Slip Value 300.00 150.00 � CU�1 ~ , 300.00 750.00 C@ ,l 300.00 � y 75000 7� TIME ^ Kenneth 30000 2/6/2007 10:30 PM AM Billed G:47332 3/5/2007 SK8|/tK8EET Attend meeting 5630 TIME Kenneth 4/302007 2:45 PM TC Billed G:48141 5/212007 8K0|A:PENB Telephone conference with client reference invocieoon city commission agenda and Review e-mail Grand Total Billable'�� UnW|lable Total 29.7 ' 29.75 Rate Rate Info Bill Status Page 3 Slip Value 300.00 150.00 � CU�1 ~ , 300.00 750.00 C@ ,l 300.00 � y 75000 7� C@1 ' 30000 15000 � C@1 150.00 300IX0 0 150.00 /'\ V C@1 J � ~~ 300.00 150.00 _ � 8925.00 8925.00 City of South Miami 6130 Sunset Drive South Miami FL 33143 Client:Matter SMIANEET in Reference To: Meetings Previous balance Balance due Client:Matter SMIA:PENS In Reference To: Pension Plan Professional Services Sugarman & Susskind Two Datran Center, Suite 1129 9130 South Dadeland Boulevard Miami, Florida 33156 Telephone: 305-529-2801 Fax: 305-447-8115 4/30/2007 Telephone conference with client reference invocies on city commission agenda and Review e-mail For professional services rendered Previous balance NAY ?4 May 02,'° °20'07 Amount $600.00 I Hrs/Rate Amount 0.50 150.00 300.00/hr 0.50 $150.00 $4,650.00 fflinum PROFESSIONAL ASSOCIATION ATTORNEYS AT LAW Robert A. Sugarman Two Datran Center, Suite 1129 Howard S. Susskind 9130 South Dadeland Boulevard David E. Robinson Miami, Florida 33156 Kenneth R. Harrison, Sr. (305) 529-2801 D. Marcus Braswell, Jr. Broward 763-2566 Pedro A. Herrera Toll Free' 1-800-329-2122 Facs!Mfe (305) 447-8115 X� March 5, 2007 City of South Miami 6130 Sunset Drive South Miami, FL 33143 CURRENT FEES: CURRENT COSTS: PREVIOUS BALANCE: PAYMENTS RECEIVED: 300.00 0.00 8,625.OQ-, -c ------- --- 5,400.00 Sugarman & Susskind 100 Miracle Mile Suite 300 Coral Gables, Florida 33134 Telephone: 305 -529 -2801 529-2801 Fax: 305-447-8115 City of South Miami June 05, 2007 c/o Janet 6130 Sunset Drive South Miami FL 33143 Client:Matter SMIANEET In Reference To: Meetings Amount Previous balance $600.00 Balance due $600.00 Client:Matter SMIk.PENS In Reference To: Pension Plan Amount Previous balance $4,800.00 Balance due $4,800.00 SUGARMAN & SUSSKIND PROFESSIONAL ASSOCIATION ATTORNEYS AT LAW Robert A. Sugarman Howard S. Susskind David E. Robinson Kenneth R. Harrison, Sr. D. Marcus Braswell, Jr. Pedro A. Herrera June 5, 2007 City of South Miami 6130 Sunset Drive South Miami, FL 33143 0.00 0.00 ' ## ki 1 11 100 Miracle Mile Suite 300 Coral Gables, Florida 33134 (305) 529-2801 Broward 763-2566 Toll Free 1-800-329-2122 Facsimile (305) 447-8115 Sugarman & Susskind P.A. 2801 Ponce de Leon Boulevard Suite 750 Coral Gables, Florida 33134 Telephone: (305) 529-2801 Fax: (305) 447-8115 City of South Miami 6130 Sunset Drive South Miami, FL 33143 January 17, 2001 ClientMatter SNUA:MMET In Reference To: MEETINGS Professional Services Rendered thru. October 31,2006- Hrs[Rate Amount 10102/2006 Prepare for meeting • 0.50 150.00 300.00/hr ------ — — -- ------ ------ For professional services rendered 0.50 $150.00 ClientMatter SWATENS In Reference, To: Pension Plan Professional Services 10102/2006 Review, research and respond e-mail city attorney reference ordinance amendment board make up date change 10/03/2006 Review and respond e-mail city attorney reference ordinance amendment Attend city commission meeting reference ordinance amendment 10105I2006 Review, research and revise proposed ordinance amendment reference compliance with collective bargaining agreements and Telephone conference with actuary 10/10/2006 Review and respond e-mail client reference revisions to ordinance amendment 10/12/2006 Research and revised proposed ordinance amendment reference compliance with collective bargaining agreements 0/13/2006 (Review and revised proposed ordinance amendment reference collective bargaining agreement and Telephone conference with actuary jget CL*aCI-4 40a"j d Hrs/Rate Amount 1.00 300.00 300.00/hr 0.50 150.00 300.00/hr 0.50 150.00 300.00/hr 3.00 900.00 300.00/hr 0.50 150.00 300.00/hr 4.00 1,200.00 300.00/hr 3.00 900.00 300.00/hr . i r 10/17/2006 Attend meeting city commission reference ordinance amendmerifi 1.00 300.00 I" reading 300.00/hr 10/19/2006 Telephone conference with client reference Merrick 0.50 150.00 ........ 300.00/hr 10/31/2006 Review, revise and respond e-mail reference memo to 1.50 450.00 300.00/hr --- -------- -- ---- - - - - -- For professional services rendered 15.50 $4,650.00 CURRENT FEES: CURRENT COSTS: PREVIOUS BALANCE: PAYMENTS RECEIVED: W94 W41WIVITi [gluey a 11" $4,800.00 $ 0.00 $ 0.00 $ -..0-: 4 0.00 Sugarman & Susskind 2801 Ponce de Leon Boulevard Suite 750 Coral Gables, Florida 33134 Telephone: 305-529-2801 Fax: 305-447-8115 City of South Miami 6130 Sunset Drive South Miami FL 33143 Client:Matter SMIAVEET In Reference To: Meetings Professional Services 0 1/18/2007 Attend meeting reference invoices and retainer For professional services rendered Previous balance Balance due V Client:Matter SMIA:PENS 0 In Reference To: Pension Plan Previous balance Balance due 0 0o * February 01, 2( Invoice #46855 Hrs/Rate Amount 0.50 150.00 300.00/hr 0.50 $150.00 $2,175.00 $2,325.00 Amount $6,150.00 SUGARMAN & SUSSKIND PROFESSIONAL ASSOCIATION ATTORNEYS AT LAW Robert A. Sugarman Howard S. Susskind David E. Robinson Kenneth R. Harrison, Sr. D. Marcus Braswell, Jr. Pedro A. Herrera February 5, 2007 City of South Miami 61.30 Sunset Drive South Miaini, FL 33143 CURRENT FEES: CURRENT COSTS: PREVIOUS BALANCE: TOTAL AMOUNT DUE: 150.00 0.00 8,475.00 0.00 ----------- 8,625.00 Two Datran Center, Suite 112 9130 South Dadeland Boulevar Miami, Florida 3315 (305) 529-28C Broward,763-256 Toll Free 1-800-329-21e Facsimile (305) 447-811 tq SUGARMAN & SUSSKIND PROFESSIONAL ASSOCIATION ATTORNEYS AT LAW Robert A. Sugarman an Two Datran Center, Suite 1129 Howard S. Susskind 9130 South Dodelond Boulevard David E. Robinson Miami, Florida 33156 Kenneth R. Harrison, Sr. (305) 529-2801 D. Marcus Braswell, Jr. Broward 763-2566 Pedro A. Herrera Toll Free I-B00-329-2122 Facsirmle (305) 447-BI15 March 5, 2007 City of South Miami, 6130 Sunset Drive South Miami, FL 33143 CURRENT FEES: CURRENT COSTS: PREVIOUS BALANCE: in 300.00 0.00 8,625.00 (j, �2�.6��-ck#0�559 ........... 5,400.00 Sugarman & Susskind Two Datran Center, Suite 1129 9130 South Dadeland Boulevard Miami, Florida 33156 Telephone: 305,529-2801 Fax: 305-447-8115 City of South Miami March 05, 20( 6130 Sunset Drive Invoice #4733 South Miami FL 33143 Client:Matter SMIAWEET In Reference To: Meetings Services s6" 0'1�� Services e C'f 6:Y-LOLJ- Hrs/Rate Amount 2/6/2007 Attend meeting and travel Dmeating'. 0.50 150.00 300.00/hr Attend m g 0.50 150.00 300.00/hr For professional services rendered 1.00 $300.00 Previous balance .$2,325.00 2126/2007 Payment - Thank You. Check No. 055974 ($1,725.00) 2/26/2007 Payment - Thank You. Check No. 055974 ($150.00) 2/26/2007 Payment - Thank You. Check No. 055974 ($150.00) Total payments and adjustments ($2,025.00) Balance due $600.00 Cllent:Matter SMIA:PENS In Reference To: Pension Plan City of South Miami Previous balance 212612007 Payment - Thank You. Check No. 055974 Total payments and adjustments Balance due Amount $6,150.00 1-1{$1,500.00) ($1,500.00) SUGARMAN & SUSSKIND PROFESSIONAL ASSOCIATION ATTORNEYS AT LAW Robert A. Sugarman* 2801 Ponce De Leon Boulevard Howard S. Susskind Suite 750 David E. Robinson Coral Gables, Florlaa 33134 Kenneth R. Harrison, Sr. if-, ? (305) 529-2801 D. Marcus Braswell, Jr. Broward 327-2878 W- George S. Audei Toll Free I-BOD-329-21 22 Charles A. Gibson' Facsimile (305) 447-8175 +Board Certified Labor SEP & Employment Lawyer 162001 August 7, 2002 Board of Trustees City of South Miami Pension Funds c/o Ms. Jeanette Navarro, Human Resources 6130 Sunset Drive South Miami, Florida 33143 Re: . City of South Miami Pension Funds Dear Trustees: Thank you for retaining our firm. We look forward to working with you for the benefit of the Pension Funds, the trustees and the participants and beneficiaries This is to confirm the terms of our retainer agreement. The following services will be provided for a monthly retainer of $1,250.00, commencing August 1, 2002. This fee arrangement shall remain in effect through 2004, at which time the Retainer Agreement may be reviewed and the fee adjusted accordingly, although you have the right to discharge us as your attorneys at any time The services included under the retainer arrangement are as follows: a, Attendance at all quarterly meetings of the Boards of Trustees; • Research and preparation of Special Reports and educational workshops concerning new laws or case decisions; • Drafting of Amendments to Pension Ordinance; • Drafting of Policy Statements or Procedures • Advise on compliance with relevant Florida Statutes, including but not limited to, Chapters 112 and 185, Florida Sunshine Laws and Public Records Acts; • Participation in negotiations with service providers and drafting or amending service provider agreements; Board of Trustees City of South Miami Pension Funds August 7, 2002 Page 2 • Provision of written and verbal general legal opinions to the Boards of Trustees regarding Plan and statutory interpretations (including telephone advice); • Legal opinions and correspondence regarding Qualified Domestic Relations Orders and Income Deduction Orders; • All office 'work connected with informal and formal disability claim proceedings-, • All services m' connection with collection of subrogation, claims, excluding litigation; • Correspondence with members' attorneys, regulatory agencies, city, vendors and others; • Photocopying not in connection with litigation; • Consultation with and re-view of work of special counsel (such as securities fraud lawyers) as may be retained by the boards of trustees; and Reviewing Summary Plan Description updates. Under the proposed monthly arrangement the following are excluded and will be billed at the discounted hourly rate of $200.00: Legal fees and costs associated with lawsuits or regulatory proceedings brought by or against the Trust Fund; Out-of-office work on disability proceedings (doctors' depositions and special trustee meetings); Legal services and costs in connection with Division of Retirement, Internal Revenue Service and other regulatory agency audits", investigations and proceedings; Legal services and costs M** connection with mergers, consolidations, or termination; and Special projects of a significant algid non.7routine nature authorized by the Trustees which would includ• substantial rewriting or revisions of ordinance, creation of new benefit programs (such as health insurance subsidy trust fund), IRS Determinations and associated out-of-pocket expenses. We also bill for out-of-pocket costs, -such as photocopying, computerized legal research, special postage (such as certified mail), long distance. telephone, travel expenses outside South Florida, filing fees, court reporter's fees and word processing. Board of Trustees City of South Miami Pension Funds August 7, 2002 Page 3 Our bills are rendered monthly by our computerized billing system. To indicate your agreement to this, please sign the two original copies of this letter below and return one copy to me. v WE HEREBY AGREE to the terms and conditions set forth in the aforeme&ioned fee arrangement. Date- RAS/jd r-TA\SA2PRM\Fkpg==fAg enf-LtC