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Legal Expenses HandoutCITY OF ATLANTIC BEACH CITY COMMISSION MEETING COMMISSIONER'S REPORT AGENDA ITEM: Authority and Accountability for Oversight of All Extraordinary Legal Expenses SUBMITTED BY: John M. Stinson, Commissioner, Seat No. 2 REPORT DATE: 28th of May 2018,. BACKGROUND: In March 2015, the City Commission approved a contract for legal iservices with Lewis, Longman,and Walker•to retain Ms. Brenna Durden as legal counsel arid�City Attorney for & City of Atlantic Beach.�:��` In September 2017, the City Commissipn approved the FY 2017 - 2018 Operatingudgetf A for the City otlantic Beach, Florida. _ 'Le al fees and -ex nses pProPriiatedn the budgetet for FY a. i 2017-2018(ar-e-wo hun/dyed-fifty thousand ($250,000.00) dollars. Included in this tappropriation was an amount for Legal Fees for -Extraordinary Items_of ninety-five thousand ($95-000.00)�dollars. These extraordinary items include, but were not limited to, matters such as gas / service station code updates, medical'marijuana dispensary considerations, and ` sign code revisions:' There maybe other historical information not presented in this chronology and not available at the time of the drafting of this report. JUSTIFICATION: �1 City Attorney reports detailing legal fees and a breakdown by <' department for services rendered, estimate expenses incurred to approach one hundred twenty-one thousand, three hundred fifty-five dollars ($121,355.00) dollars for the first six months of the fiscal year. An annualized forecast of this estimate from the City Attorney would forecast legal fees at year-end to be approximately two hundred forty-two thousand, seven hundred ten ($242,710.00) dollars. BUDGET: RECO .TION: ATTACHMENTS: City Finance Director reports detailing legal fees estimate expenses incurred to approach one hundred forty-one thousand, five hundred fifteen ($141,515.00) dollars for the first seven months of the fiscal year. An annualized forecast of this estimate would forecast legal fees at year-end to be approximately two hundred forty-two thousand, five hundred ninety-seven ($242,597.00) dollars. Both forecasts predict expenses to be within budgetary projections, one projection seeming more advantageous than the other. What is notable about these/ incurred is the average lega'1 through 2015 is ninety-eiglil six ($98,826.00) dollars and the projected legal expense i hundred fifty-three thousani dollars. ntyears legal expenses ensesAncurred from 2008 usand, eight hundred twenty - average fro m\2016 through rredin FY 2017`_ 2018 is two hty-nine ($253,8 00) While there are reasonable explanations for' h se increases, due to the significan , e of these increases`,�it would be prudent for the City Commission to direct closer scrutiny by City staff of any and all future legal expense's expected to be incurred. B dgetary impact is expected -to be negligible to non-existent wrth�the upside being a closer focus on legal demands may well result in.budaetarvasavi�ngs. It is recommende&fhat the City Commission charge the City Manager with Authority and Accountability for Oversight of All Extraordinary Legal Expenses Not Specifically Expressed or Enumerated within the Contract engaging Lewis, Longman & Walke'Vr'and Ms. Brenna Durden as legal counsel and City Attorney for the City of Atlantic Beach. 1. Unexecuted Contract for Legal Services dated the 14th of March 2016 (note: the actual contract was executed, however an executed copy of said contract was not available to include in this packet) 2. City of Atlantic Beach Budgetary Summary of Expenditures by Department for FY 2017 -2018 3. City Administration Budgetary Combined Summary of Revenues & Expenses for FY 2017 - 2018 4. City of Atlantic Beach Budget Presentation from the 12th of July 2017 5. City of Atlantic Beach Budget Reserve Reconciliation for FY 2017-2018 6. Lewis, Longman & Walker Estimated Breakdown of Fees by Department Through April 2018 for Services Rendered for FY 2017 - 2018 7. City of Atlantic Beach Legal Fee Breakdown from CoAB Finance Department for FY 2017 -2018 8. City of Atlantic Beach, City Manager Organizational Chart 9. City of Atlantic Beach, City Manager Key Objectives 10. City of Atlantic Beach /City A''tto�6 neyEey Objectives 11. City of Atlantic Bea, �City Administration Legal Counsel Budget and Historical>Expense�A PRESENTATIONS: None at this time. APPR( AMENDED AGENDA ITEM #3A March 14, 2016 CITY OF ATLANTIC BEACH CITY COMMISSION MEETING STAFF REPORT AGENDA ITEM: Recruitment of City Attorney SUBMITTED BY: Catherine Berry, J.D., Director of Human Resources DATE: March 14, 2016 STRATEGIC PLAN: None BACKGROUND: in a special called meeting on March 8, the Commission voted to direct the City Manager to negotiate a contract with the firm of Lewis, Longman and Walker, P.A., which he has done. The contract, a copy of which is attached, provides for compensation. in a hybrid format as follows: Lewis, Longman and Walker will attend All City Commission meetings, Special Called Commission Meetings, Code Enforcement Meetings and Community Development Board meetings and prepare for such meetings, for a monthly retainer of $4500, which is $225/hour, for up to 20 hours. All other services are "non -retainer services" and shall be billed at an hourly rate of $250 an hour in time increments of .10 hours. Paralegal time shall be billed at $150 an hour and an associate's time will be billed at $200 an hour. Litigation services in Federal or State Court, if any are requested, shall be billed at $250 an hour. Lobbying, pension and public finance/bond services shall be provided, upon request, at negotiated rates. Preapproved out-of-pocket costs will be reimbursed. Travel time or mileage in Duval County will not be charged and outside of Duval County will be billed at one half (1/2) the agreed hourly rate. LLW will be responsible for advising the City Manager when fee's and costs reach $7,000 a month. Compensation may be negotiated on an annual basis. RECOMMENDATION: The City Manager be directed to enter into the attached contract with Lewis, Longman and Walker, P.A. on behalf of the City. ATTACHMENTS: Contract for Legal Services BUDGET: $96,000 currently budgeted for legal services REVIEWED BY CITY MANAGER: _", // , o [� AMENDED AGENDA ITEM OA March 14, 2016 CONTRACT FOR LEGAL SERVICES THIS CONTRACT FOR LEGAL SERVICES, hereinafter referred to as the "Agreement," is made and entered to be effective this 16th day of March, 2016, by and between the City of. Atlantic Beach, Florida, hereinafter referred to as the "City" and Lewis, Longman & Walker, P.A.,:' hereinafter referred to as "LLW." Recitals A. The City is a political subdivision of the State of Florida, and maintains its principal place of operations at the City of Atlantic Beach City Hall, 800 Seminole Road, Atlantic Beach, Florida 32233. B. LLW is a Professional Association organized and existing under the laws of the State of Florida, and has its local place of business and office at 245 Riverside Avenue, Suite 150, Jacksonville, FL, 32202. C. LLW was the successful responder to RFP #16-02, issued by the City of Atlantic Beach on January 26, 2016. D. Pursuant to the terms of the RFP, the parties have negotiated the terms and conditions contained in this agreement. THEREFORE, in consideration of the premises and mutual covenants expressed herein and pursuant to the RFP response submitted by LLW, and for other good and valuable consideration, the receipt and adequacy of which is hereby acknowledged by the parties, the parties agree as follows: 1. Recitals The recitals outlined above are true and correct and are incorporated into and made a part of this Agreement. 2. Incornorate by Reference The parties hereby incorporate by reference into this Agreement the City's needs and requirements detailed in RFP #2016-02, as well as LLW's response to the RFP, considered by the City Commission. Further, LLW agrees to perform any and all services pursuant to this Agreement in a professional manner consistent with and as presented in LLW's response to RFP #2016-02. 3. Position The City hereby engages LLW to serve as and to perform the duties and responsibilities ofCity Attorney pursuant to the Charter of the City of Atlantic Beach• and the general laws of the: State of Florida. LLW designates and the City accepts Brenna M. Durden, Esq. as the primary attorney for City legal work. Brenna Durden may utilize the services of other attorneys and staff in LLW as she deems appropriate for City legal work. Any attorney designated in Brenna Durden's absence shall meet the minimum requirements outlined in RFP 42016-02. AMENDED AGENDA ITEM OA March 14, 2016 4. Services to be Performed A. General. LLW shall serve as the City Attorney, who shall act as legal advisor to, and Attorney and counselor for, the City and all of its officers in matters relating to and within the scope of their official duties. All of the resources of LLW will be available to support that role. Specifically, Brenna Durden, Esq. will have the assistance, when necessary; of other members of LLW, secretarial staff, paralegals, law research and technical' support. It is expected that Brenna Durden, Esq. or her designate will provide such duties (required pursuant to the Charter of the City of Atlantic Beach and the general laws`of the, State of Florida. B. Legal Services: The legal services to be provided on a recurring basis may include but will not be limited to the following: 1. To perform the duties and responsibilities pursuant to the Charter of the City of Atlantic Beach and the general laws of the State of Florida. 2. Advise, research, assist and render written opinion, when requested, to the City on a wide variety of legal areas including but not limited to: general municipal law, labor )aw, general, state and federal laws relating to municipal government, intergovernmental relations and rules and regulations. 3. Legal advisor and counselor for all departments and all of its officers in matters relating to their official duties. 4. Prepare, review, or advise on all contracts, bonds, and all other legal and official instruments in which the Municipality is concerned and shall endorse on each his approval of the form and correctness. 5. Review all agenda items. 6. Advise, research and assist the City on a wide variety of legal areas including bot not limited to: grants, budgets, bonds, user fees, impact fees, franchise fees, property taxes, special assessments, public disclosure issues, and laws against discrimination. 7. Advise, research and assist the City on a wide variety of legal areas including but not limited to: housing, subdivision and land use law, comprehensive planning, zoning regulations and property rights, eminent domain, economic development activities, public utilities, code enforcement, building codes, real estate law, annexations. 8. Advise, research and assist the City on a wide variety of legal areas including but not limited to: contract law, environmental law, franchise law, municipal leases, purchasing and. procurement. 9. Advise, research and assist the City on a wide variety of legal areas including but not limited to: personnel matters including collective bargaining, union negotiations, arbitration;_ employee grievances, including advice on the creation of policies and procedures. 10. Advise, research and assist the City on a wide variety of legal areas including, but not limited to: criminal prosecution, litigation and trial activity, tort law and proactive methods to avoid litigation. 11. Code Enforcement Board attorney. 12. Prosecute and defend on behalf of the City all complaints, suits and controversies in which the City is a party except where the City's defense is provided either by contract or law by a third Party .13. Furnish the City Commission, the City Manager and the head of any department, his: opinion on any question of law relating to any matter concerning their respective power and duties. 2 5. i AMENDED AGENDA rrEM OA March 14, 2016 14. Advise the City Commission as to their compliance or non-compliance with theprovisions of the Charter and Florida Statutes. 15. Attend all meetings of the City Commission, either in person or by his duly designated representative to supply those legal services as may be needed during the meeting. :1 16. Provide Counsel and legal services for City boards, task forces and committees duly authorized by City Commission. 17. Assist the City in preparation, drafting, revisions of codes, ordinances, resolutions, amendments, leases, policy and procedural manuals, and other documents at the request of the City Commission and/or City Manager. 18. Assist, revise, review and/or advise with acquisition requirements with appropriate departments, evaluate any special legal or cost problems, develop acquisition timetables, make preliminary cost estimates and obtain or develop proper legal descriptions of real estate transactions. Prepare documents necessary for routine land purchases and/or sales. All such transactions shall be deemed to be routine unless the Attorney contacts the City in advance and obtains the City's approval that the transaction contemplated is non -routine. 19. Submit, as part of the annual budget process, anticipated expenditures, and revenues 20. Provide monthly report to City Manager summarizing legal services activities. 21. Provide all required documentation to the external auditor as part of annual audit. 22. Coordinate and supervise specialized legal services provided by outside counsel. 23. Keep the City Commission, City Manager, and City Clerk informed of legislation or judicial opinions that have potential impact to the City. 24. Meet with City Manager and/or designee on an as needed basis to provide for the operational necessity of the City. j 25. Assist in preparation, drafting, revisions of contracts, amendments to the contracts and other legal documents at the request of the commission and/or City Manager. 26. Advise City Commission, City Manager and City Clerk at least once a year on SVnshine Law and public records law, home rule, legislative and quasi-judicial bodies; and all other areas of municipal law, legislative and judicial opinions that could potentially impact ;the City. 27. Perform any other duties as assigned by the City Charter, or as directed by the City Commission. i Compensation. The City shall pay LLW the following compensation for the various typesiof legal services provided by LLW: Brenna Durden, Esq. (or her designee when she has an unavoidable scheduling conflict) attend All Regular City Commission meetings, Special Called Commission Meetings, C Enforcement Board Meetings and Community Development Board Meetings and prep& such meetings, up to twenty (20) hours per month for a monthly retainer of $4,500 ($22 If more than twenty (20) hours in any given month is required to provide these services, LLW shall bill an hourly rate of $250 for any time over twenty (20) hours. All other se) "non -retainer services" and shall be billed at an hourly rate of $250 in time increments c hours. Paralegal time shall be billed at $150 an hour and associate time will be billed at hour. Litigation services in Federal court, State court or administrative hearings,or ip anticipation of litigation, if any are requested, shall be billed at $250 an hour. Lobbying and public finance/bond services shall be provided, upon request, at negotiated rates. for /hour). then rices are '.10 6200 an pension 6. 7. E:1 a 10. ,A ITEM 43A 2016 Costs: Preapproved out-of-pocket costs incurred by LLW, such as for courier fees, court reporter fees, etc., will be reimbursed to LLW within 30 days of City's receipt of an invoice. ` 6stlaw is only charged if necessary to reimburse for costs incurred outside the regular plan with prior approval of the City. Per diem travel will only be charged if pre -approved by the City Manager. LLW shall not charge for secretarial services. Travel time or mileage to and frgm all City functions located inside Duval County will not be charged. Travel time and cosh to functions located outside Duval County will be billed in accordance with Chapter 112, Florida St tutes, and at one half (1/2) the agreed hourly rate. LLW will be responsible for advising the City Manager when fees and costs reach $7,000 a month. Compensation may be renegotiated on an annual basis. Billing LLW will submit an itemized statement to the City for each month for Legal $ervii es and payment shall be due upon receipt. I Controllins Law This Agreement and the validity, execution, construction, interpretation, performance and I enforcement thereof shall be governed by the substantive and procedural laws of the State of Florida. Venue shall be in Duval County. i Termination i Either party may terminate this agreement without cause at any time. The City will be obligated to pay LLW for all work completed as of that date. LLW will be obligated to continue representation!in, and be compensated at the applicable rate, for all critical matters until new representation can be found, to provide the City with all documentation and files relating to matters of the City and all of its other obligations under the Rules Regulating the Florida Bar. Severability j The invalidity or partial invalidity of any portion of this Agreement will not affect the validity of any other provision. In the event that any provision of this Agreement is held to be invalid, the remaining provisions shall be deemed to be in full force and effect as if they had been exectrted by both parties subsequent to the expungement or judicial modification of the invalid pro!ision.; Integration The Agreement sets forth and establishes the entire understanding between the City and relating to the engagement of LLW by the City. Any prior discussions or representation between the parties are merged into and rendered null and void by the Agreement. I No amendment or modification of this Agreement shall be valid or effective unless it is in w properly executed by all parties thereto. 4 W V or and I AMENDED AGENDA rrEM 03A March 14, 2016 .i 11. Notice Any notice required or permitted under this Agreement shall be sent by certified maii to (a) the City at its principal place of operations and (b) to LLW at its local place of business land office. I 12. Conflicts of Interest During the term of this Agreement, Brenna Durden, Esq. and members of LLW shall observe e requirements regarding conflicts of interest as set forth in the Rules Regulating the Florida Bar ;and its Rules of Professional Conduct. 13. Attorneys Fees In any litigation, lawsuit, legal or other proceedings brought in connection with the construction, interpretation, meaning, - validity, performance or enforcement of this Agreement, the prevailing party shall be entitled to receive all of its costs and reasonable attorney's fees from the other party. 14. Annual Evaluation The City Commission may conduct an annual evaluation of the performance of LLW. 15. Files All files generated as a result of this Contract are the property of the City of Atlantic Beach and shall be turned over promptly upon request after resolution of all compensation issues) During resolution of compensation issues, the City shall be provided liberal access to its files in order to protect its legal interests. During the course of representation, and continuing during custody of the City's files, LLW will comply with GS 1 -SL and the Florida Bar's record retention requirements, and will comply with Chapter 119, Florida Statutes. IN WITNESS WHEREOF, the parties executed this Agreement in Duval made and entered into the day and year first written above. CITY OF ATLANTIC BEACH, a Florida municipality. M Nelson Van Liere, City Manager LEWIS LONGMAN & WALKER, P.A. Brenna Durden, Esq., Shareholder to be City Administration City Commission City Manager City Clerk Finance and Administration Information Technology Human Resources i` Legal Counsel' Total y Planning and Zoning General Government Police Department Administration Patrol Detective Dispatch Animal Control School Crossing Guards Total City of Atlantic Beach Summary of Expenditures by Division General Fund Actual Actual Estimate Budget Increase 2014-2015 2015-2016 2016-2017 2017-2018 (Decrease) 9,850 10,017 3,675,878 4,137,871 44,372 38,708 39,951 41,630 47,760 6,130 235,093 243,675 318,674 387,943 69,269 253,095 263,460 281,271 320,305 39,034 832,441 884,840 862,111 930,734 68,623 766,063 777,644 717,634 771,460 53,826 199,795 213,385 211,942 _228,545 16,603 96,150 235,824 233,135 250,000. 16,865 2,421,346 2,658,777 2,666,397 2,936,747 270,350 145,633 237,466 129,824 326,715 196,891 492,042 1,008,750 490,025 845,407 355,382 572,488 665,892 2,405,853 2,760,434 322,262 324,090 274,603 303,382 90,822 74,055 9,850 10,017 3,675,878 4,137,871 Fire 818,076 348,581 Fire Control / Rescue 1,080,045 1,111,107 Lifeguards 236,426 211,507 Total 1,316,471 1,322,614 Code Enforcement 50,204 44,372 Public Works 10,680 628 Administration 441,985 459,898 Fleet Maintenance 231,642 234,030 Streets and Road Maintenance 684,037 763,096 1,382,798 1,357,664 1,457,023 Parks and Recreation 75,552 ! 9,429 Administration and Activities 343,677 566,166 Beautification 2,176 23,721 Maintenance 819,214 768,660 Total 1,165,067 1,358,547 Grand Total 469,495 818,076 348,581 2,635,850 2,810,013 174,163 198,284 401,046 201,512 289,469 358,854 75,706 100,055 92,747 (7,533) 10,052 10,680 628 3,703,205 4,491,416 793,057 1,143,011 1,262,802 119,791 239,787 262,086 22,299 1,382,798 1,524,888 142,090 66,123 75,552 ! 9,429 453,714 431,754 (21,960) 280,900 284,218 3,318 975,662 1,150,734 175,072 1,710,276 1,866,706 I 156,430 403,238 8,750 869,025 1,281,013 10,624, 305 12,225,421 11,429,661 509,071 105,833 58,262 49,512 837,370 (31,655) 1,404,703 123,690 13,472,134 i 2,047,319 18 ;'City Administration Combined Summary of Revenues and Expenses Resource Allocation: Actual Actual Estimate Budget Increase 1,919,160 2014-2015 2015-2016 2016-2017 2017-2018 (Decrease) Revenues: 95,982 87,000 121,000 34,000 Transfers General Fund Resources 2,382,638 2,618,827 2,624,767 2,888,987 264,220 Total Revenues 2,382,638 2,618,827 2,624,767 2,888,987 264,220 Expenses: 2017-2018 City Clerk City Clerk 253,095 263,460 281,271 320,305 39,034 City Manager 235,093 243,675 318,674 387,943 69,269 Finance and Accounting 832,441 884,840 862,111 930,734 68,623 Information Technology 766,063 777,644 717,634 771,460 53,826 Human Resources 199,795 213,385 211,942 228,54b. _ 16,603 !__Legal Counsel 96,150 235,824 233,135 250,000 16,865 Total Expenses 2,382,638 2,618,827 2,624,767 '- 2;888;987•- 264,220 Resource Allocation: Personal Services 1,603,625 1,703,577 1,638,558 1,919,160 280,602 Operating Expenses 592,676 819,267 899,209 848,827 (50,382) Capital Outlay 186,337 95,982 87,000 121,000 34,000 Transfers Total Resource Allocation: 2,382,638 2,618,827 2,624,767 2,888,987 264,220 Summary of Authorized Positions 2016-2017 2017-2018 City Clerk City Clerk 1.00 1.00 Administrative Assistant 1.00 1.00 Records Clerk 1.00 1.00 3.00 3.00 City Manager City Manager 1.00 1.00 Deputy City Manager 0.00 1.00 Administrative Assistant 0.00 1.00 Customer Service Specialist 1.00 1.00 2.00 4.00 Finance Finance Director 1.00 1.00 Deputy Finance Director 1.00 1 1.00 Accountant 1.00 0.00 Purchasing Agent 1.00 1.00 Utility Billing Supervisor 1.00 1.00 Utility Specialist. 1.00 1.00 Accounts Payable Clerk 1.00 1.00 Customer Service Super. 1.00 1.00 Customer Service Rep. 2.00 2.00 10.00 9.00 Information- Technology Computer Network Director 1.00 1.00 Computer Network and PC/Server Technician 2.00 2.00 3.00 3.00 Human Resources Human Resources Director 1.00 1.00 Human Resources Assistant 1.00 1.00 2.00 2.00 Legal Counsel City Attorney 1.00 1.00 Total 21.00 1 222.00 Administrative Budget General Fund Miscellaneous Items • Health Insurance included is available for all full time employees. This budget includes an estimated 1o9/6 rate increase. We also conservatively assume any vacant positions will request the coverage although there is varying levels of participation due to turnover. • 2o17 Budget S 987,410 • 2o18 Budgetoi. 86.151 • Increase $98,741 • Percentage Increase 10% low up Topics to Discuss • Millage Rate and budgeting policies 7/12/2017 Major Items Included • Clerk • Contractual Services (Minutes) s19,82o • Finance & Administration • Audit - sio,000 additional audit services to assess risk of separation of duties January 2017 - April 2017 • Information Technology • Will discuss 7/19/17 • Human Resources • EmployeeAssistance Program and training,- $5,000 • Legal Services - $175,000 General Liability • General Liability- The Insurance cost are allocated based on the policy to the various departments depending on the coverage of the policy. The policies include Auto, General Liability, Public Official and Employee Liability, Environmental, Fiduciary and Police Statutoryand Liability. The City also budgets for a broker's service to assist in keeping adequate coverage. • 2o17 Budget $370,967 • 2o18 Budget $408.0 • Increase of io% $37,084 • Percent Increase of to% 2017 2018 • City Clerk $ 317,215 S326,61g • City Manager 253,905 389,895 • Finance and Accounting 942,557 937,899 • Information Technology 769,o1g 854,435 • Human Resources 217,935 23.5_,_614 Legal Counsel. 1,55.000 , 00 • Total $2,655,631 $2,959,462 Miscellaneous Items • Health Insurance included is available for all full time employees. This budget includes an estimated 1o9/6 rate increase. We also conservatively assume any vacant positions will request the coverage although there is varying levels of participation due to turnover. • 2o17 Budget S 987,410 • 2o18 Budgetoi. 86.151 • Increase $98,741 • Percentage Increase 10% low up Topics to Discuss • Millage Rate and budgeting policies 7/12/2017 Major Items Included • Clerk • Contractual Services (Minutes) s19,82o • Finance & Administration • Audit - sio,000 additional audit services to assess risk of separation of duties January 2017 - April 2017 • Information Technology • Will discuss 7/19/17 • Human Resources • EmployeeAssistance Program and training,- $5,000 • Legal Services - $175,000 General Liability • General Liability- The Insurance cost are allocated based on the policy to the various departments depending on the coverage of the policy. The policies include Auto, General Liability, Public Official and Employee Liability, Environmental, Fiduciary and Police Statutoryand Liability. The City also budgets for a broker's service to assist in keeping adequate coverage. • 2o17 Budget $370,967 • 2o18 Budget $408.0 • Increase of io% $37,084 • Percent Increase of to% ATLANTIC BEACH Reserve Reconciliation (497;681) `.Negative'Variance in the General Fund` 100,000 'Streetscaping. and Beatification on or west of Mayport Road 150,000 Sidewalk Improvements — Royal Palms (Reserves) 95,000Legal_ Fees -y 2031,000 Items, 203;000 Transfer to Capital Project Fund - ERP 9 ESTIMATED BREAKDOWN OF FEES BY DEPARTMENT THROUGH APRIL 2018 FOR SERVICES RENDERED SINCE OCTOBER 112017 Fee Amount Cily Attorney General Representation 59% Community Development 35% Commission 25% Code Enforcement 15% Building Department 5% Public Works/Public Utilities 5% City Clerk 5% City Manager 5% Human Resources 2% Finance Department 2% Police Department 1% All other matters Community Development 59% Gate 21% Selva Preserve 14% Flynn (50%) 6% Mayport Road 3.5% Sign Code 3.5% Land Development Regulations 3.5% Appeals 3% Comprehensive Plan 1.5% Commission 12% Election matters 1% Code Enforcement 10% Cloister Seafood Kitchen Public Works 9% Flynn (50%) Finance 6% DMS Appeal Litigation/HR 4% Harkelroad Shaw Subtotal — All other matters TOTAL FEES — A11 matters Estimate of Department Percentage for all matters through April 2018 00969430-1 Community Development 42% Commission 21% Code Enforcement 14% Public Works/Public Utilities 6% Building Department 3.5% City Clerk 3.5% City Manager 3.5% Finance 3% Human Resources 1.5% Litigation/HR 1% Police Department 1% $ 86,500.00 $ 1,400.00 $ 8,100.00 $ 3,025.00 $ 3,375:00 $ 75.00 $ 750.00 $ 3,525.00 $ 225.00 $ 4,195.00 i $ 50:00 $ 3,585.00 i $ 3,025.00 $ 2,175.00 $ 125.00 $ 1.225.00 $ 34,855.00 $121,355.00 City of Atlantic Beach Legal Fee Breakdown FY08 FY09 FY10 FY11 FY22 FY13 FY14 FY15 FY16 FY17 FY18 Total LEWIS, LONGMAN & W $ - $ - $ 2,863 $ - $ - $ - $ - $ - $ 180,348 $ 245,266 $ 141,515 $ 569,992 KOPELOUSOS, BRADLE - - - - - - 78,800 96,150 48,300 - - 223,250 JENSEN, ALAN 49,568 53,624 56,836 56,111 58,731 67,008 45,112 - - - - 386,990 CONSTANGY BROOKS & - 8,111 - 2,873 38,865 62,738 1,100 - - - - 113,686 BRENT MILLIKAN & C - 1,225 - - - - - - - - - 1,225 COFFMAN, COLEMAN, 3,913 - - - - - - - - - - 3,913 COMMUNITY REDEVELO - - - - - - - - 4,306 - - 4,306 FOWLER WHITE BOGGS 176 8,446 13,002 19,334 - - - � - - - - 40,958 DEBT. BRANHAM P.A - - - - - - 1,365 - - - - 1,365 JOHN R PHILLIPS, E - - - 2,456 - - - - - - - 2,456 LYDECKER DIAZ - - - - - - - - 393 15,635 - 16,027 PAPPAS METCALF JEN 1,684 - - - - - - - - - - 1,684 PGIT Deductible -Le - - - - - - 2,500 - - - - 2,500 PREFERRED GOVERNME 2,500 7,770 2,230 30,000 2,500 1,889 - - - - - 46,889 RECORDING OF WIRE - - - - - - - - 1,000 - - 1,000 SHEPARD & SMITH, P - - - - - - - - - 20,425 - 20,425 SUZANNE WORRALL GR 122 2,384 2,570 1,148 1,006 3,903 - - - - - 11,133 WIRE FOR RETAINER - - - - - - - - 1,000 - - 1,000 $ 57,962 $ 81,560 $ 77,500 $ 111,922 $ 101,102 $ 135,538 $ 128,876 $ 96,150 $ 235,346 $ 281,325 $ 141,515 $ 1,448,798 CITY OF ATLANTIC BEACH Organizational Charts CITY MANAGER City Manager Deputy City Executive Manager Assistant Receptionist_ Public Recreation Finance Public Planning & Building Human Safety & & IT Works Zoning Resources Activities 4 City Manager Purpose: To administer and enforce the en actments of the City Comm ission; to assis t t Commission in making policy and program decisions; and, to otherw ise administer t affairs of the City. The key component of administration of the city :is the preparation a delivery of the Annual Operating Budget. Key Objectives: • Prepare a long-range financial plan • To assist the Commission annually to establish a Strategic Plan and then to supervise tl accomplishment of established priorities • Continuously examine and monitor city departments to ensure that the City is operating an effective and productive manner • Provide the Commission with adequate, pertinent and clear information to allow them make prudent decisions • Ensure that the handling of citizen com plaints is done in an efficient, tim i ely a professional manner • Communicate with citizens and the press to maintain an open and responsive atri necessary in a democratic government • Carry out the goals, objectives and policies established by the City Commission Issues, Trends and Highlights: In an of fort to f ill the need f or improved citizen engagement and outreach, th e Manager's Office has added two positions in fiscal year 2018. • Deputy City Manager and Receptionist Legal Counsel Purpose: The purpose of this program is to provide legal services, including of interpretation, legal opinion, negotiation, litigation, etc., requested by tl Commission, City Manager or City staff. Key Objectives: • The City Attorney is appointed by the City Commission and acts as the legal advisor for the municipality and all of its officers in matters relating to their official duties. Tle attorney prepares contracts, bonds, and other instruments in which the City is concemdd and endorses on each his approval of the form and correctness thereof. When required too do so by the City Commission, prosecutes and defends, for and on behalf of the City, complaints, suits and proceedings in which the City is a party. The attorney furnishes the City Commissioners, City Manager or department heads of the City an opinion on any question of law relating to their respective powers and duties. ;1 PERSONNEL SERVCES Wages Salaries and Wages Overtime Special Pay Sub -Total Benefits FICA Pension Health and Life Insurance Worker and Unemploy Comp Sub -Total Total Wages and Benefits OPERATING EXPENSES Professional Services Contract Services Local Travel Communications Postage Utilities Rentals and Leases Insurance Repairs and Maintenance Printing and Publishing Advertising and Promotions Other Current Charges Office Supplies Operating Supplies Books, Training, Memberships Internal Service Charges Total Operating Expenses CAPITAL OUTLAY Land Buildings Infrastructure Improvements Vehicles Equipment Total Capital Outlay DEBT SERVICE Principal Interest Other Total Debt Service TRANSFERS To To Total Transfers DIVISION TOTALS City Administration Legal Counsel Actual Actual Estimate 2014-2015 2015-2016 2016-2017 96,150 96,150 235,421 402 233,135 235,824 233,135 Budget Increase 2017-2018 (Decrease) i i i i 250,000 16,865 i i 250,000 16,865 i i 233,135 250,000 5