4. 5th Amendment 02/13/2002
CLERK OF THE CIRCUIT COURT
MONROE COUNTY
BRANCH OFFICE
MARATIiON SUB COURTIiOUSE
3117 OVERSEAS HIGHWAY
MARATIiON, FLORIDA 33050
TEL. (305) 289-6027
FAX (305) 289-1745
MONROE COUNTY COURTIiOUSE
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3663
BRANCH OFFICE
PLANTATION KEY
GOVERNMENT CENTER
88820 OVERSEAS HIGHWAY
PLANTATION KEY, FLORIDA 33070
TEL. (305) 852-7145
FAX (305) 852-7146
MEMORANDUM
DATE:
February 25, 2002
FROM:
Jennifer Hill, Budget Director
Office of Management & Budget
Pamela G. Hanc~
Deputy Clerk 'CY
TO:
At the February 13, 2002, Board of County Commissioner's meeting the Board granted
approval and authorized execution of the 5th Amendment to Agreement between Monroe County
and Public Financial Management, Inc. for Financial Advisor Services to Monroe County,
extending service for one additional year beginning February, 2002.
Enclosed is a copy of the above mentioned for your handling. Should you have any
questions please feel free to contact this office.
Cc: County Administrator w/o document
County Attorney
Finance
File ./
5th AMENDMENT
TO
AGREEMENT
BETWEEN
MONROE COUNTY
AND
PUBLIC FINANCIAL MANAGEMENT, INC.
FOR
FINANCIAL ADVISOR SERVICES
WHEREAS, Monroe County, hereinafter referred to as "County" and Public
Financial Management, Inc., hereinafter referred to as "Financial Advisor", entered into
an Agreement, which was effective September 22, 1994; and amended November 21,
1995; January 14, 1998; January 19,2000; and February 21,2001.
WHEREAS, County is desirous of continuing the services of the Financial
Advisor to develop for the County and assist in implementing strategies to meet its
current and long term operations and capital financing needs and render assistance in the
preparation and marketing of bond issues by the County; and
WHEREAS, both parties wish to extend the said Agreement.
NOW THEREFORE, IN CONSIDERA TION of the mutual terms,
understandings, conditions, promises, convenants, and payments hereinafter set forth,
County and Financial Advisor agree as follows:
Section 1.
here in.
Recitals. The above recitals are true and correct and incorporated
Section 2. Term. This Agreement shall remain in effect for one (1) year term
commencing on the date of the signature of the last party to sign unles's canceled in
writing by either party upon thirty (30) days written notice to the other party.
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Section 3. Other Conditions. All other conditions of the Agreement shall
remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have made and executed this
Amendment on the respective dates under each signature: Monroe County through its
Board of County Commissioners, signing by and ~rough its Chairman, authorized to
execute same by Board action on the /3 day of ~<'7 ' 2... 0 'Z.. and Lavon P.
~~~Jylanaging Director duly authorized to execute sam .
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G D6IlUty Clerk
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By: ~
Mayor/Chairman
PUBLIC FINANCIAL MANAGEMENT, INe.
J~c? 0hzL ,
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Lavon P. Wisher, Managing Director
ZANk A. HUTTON
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