5. 3rd Renewal 06/20/2007
Cle" If DIe
CirculCoun
Danny L. Kolhage
Office (305) 296-3130 Fax (305) 295-3663
1VIernorandum
To:
Tina Boan, Budget Manager
From:
Isabel C. DeSantis, V
Deputy Clerk }P
Monday, July 02, 2007
Date:
At the Board meeting on June 20, 2007 the Board approved the following:
Contract Renewal for Financial Advisory Services between Monroe County and
Public Financial Management, Inc. (PFM), Financial Advisor to Monroe County.
Enclosed please find duplicate original for your handling. Should you have any
questions, please do not hesitate to contact this office.
cc: Finance
County Attorney
File
Contract Renewal
This renewal is made and entered into this 21" day of April, 2007 between
Monroe County called the "County", and Public Financial Management,
Inc., called "Financial Advisor" in order to renew the agreement entered into
on April 21, 2004.
Whereas, the current agreement is due to expire and Monroe County desires
to extend the agreement an additional year.
Now, Therefore in consideration of the mutual terms, understandings,
conditions, promises, covenants, and payments hereinafter set for the,
County and Financial Advisor agree as follows:
Section 1. Recitals. The above recitals are true and correct and incorporated
herein.
Section 2. Term. This agreement is hereby extended for one year from the
date of expiration of the current agreement.
Section 3. Notices. The County party shall read:
For Monroe Countv
Thomas J. Willi, County Administrator
1100 Simonton Street
Key West, FL 33040
Section 4. Financial Advisor's ReDresentatives. The following named
individuals from Financial Advisor's shall provide the services set forth in
this agreement:
Mr. Hal Canary, Managing Director
Mr. David Miller, Managing Director
Mr. David Moore, Managing Director
TEAM MEMBERS
Hal Canary, Managing Director
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David Miller, Managing Director
David Moore, Managing Director
Kelly Ryman, Senior Managing Consultant
Jay Glover, Senior Managing Consultant
Lauren Shelton, Consultant
Section 5. Other Conditions. All other conditions of the Agreement shall
remain in full force effect.
In Witness Whereof, the parties have hereunto set their hands and seal, the
day and year first written above,
(Seal)
Attest Danny L. Kolhage, Clerk
Board of County Commissioners
of Monroe County, Florida
BY~~f. ~yJ~ Jh,4'~~'l -'
Deputy Clerk or 20 -0 7 ' / rta'yor
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By:
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Title: /!IftU7t0y
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MONROE COUNTY ATTORNEY
AR ROVED AS TO FO
ATI EENE W. CASSEL
SSISTANT COUNTY ATTORNEY
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