5. 4th Renewal 09/17/2008
DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE:
October I, 2008
TO:
Tina Boan, Sr. Budget Director
FROM:
Isabel C. DeSantis
Deputy Clerk
At the September 17, 2008, Board of County Commissioners meeting, the Board granted
approval to renew a contract for Financial Advisory Services with Public Financial Management,
Inc. (PFM), Financial Advisor to Monroe County.
Attached hereto is a fully executed duplicate original of the above-mentioned for your
handling. Should you have any questions please feel free to contact our office.
cc: County Attorney
Finance/
File v
Contract Renewal
This renewal is made and entered into this 21 5t day of April, 2008 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 County
Roman Gastesi, County Administrator
1100 Simonton Street
Key West, FL 33040
Section 4. Financial Advisor's Reoresentatives. The following named
individuals from Financial Advisor's firm shall provide the services set forth
in this agreement:
Mr. Hal Canary, Managing Director
Mr. David Moore, Managing Director
TEAM MEMBERS:
Sergio Masvidal, Senior Managing Consultant
Jay Glover, Senior Managing Consultant
Russell Edghill, Consultant
Jeremy Niedfeldt, Consultant
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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 aw:1year first written above.
(Seal)
Att~st Darmy L. Kolhage, Clerk
Board of County Commissioners
of Monroe County, Florida
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Deputy Clerk C\[ nl 0 ~ ayor
Public Financial Management, Inc.
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