5. 5th Renewal 05/20/2009
DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE:
May 27, 2009
TO:
Tina Boan, Sr. Budget Director
Pamela G. Hanc~
FROM:
At the May 20, 2009, Board of County Commiissioners meeting the Board granted
approval and authorized execution of a Contract Renewal between Monroe County and Public
Financial Management Inc. (PFM), Financial Advisor to Monroe County for two additional
years.
Enclosed are two duplicate originals of the above-mentioned for your handling. Should
you have any questions please feel free to contact our office.
cc: County Attorney
Finance
FileV'
Contract Rene~..!!
I
This renewal is made and entered into this 14 'h day of April, 2009 between
Monroe County, called the "County", and Pu~lic Financial Management,
Inc., called "Financial Advisor", in order to r~new the agreement entered
into on April 21, 2004.
Whereas, the current agreement is due to ex~ire and Monroe County desires
to extend the agreement two additional years.
Now, Therefore in consideration of the mut~al 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 trlte and correct and
incorporated herein.
Section 2. Term. This agreement is hereby e~tended for two years from the
date of expiration of the current agreement.
Section 3. Notices. The County party shall r~ad:
F or Monroe County
Roman Gastesi, Cottnty Administrator
1100 Simonton Stre~t
Key West, FL 3304<1>
Section 4. Financial Advisor's Re resentat ves. The following named
individuals from Financial Advisor's firm sh 11 provide the services set forth
in this agreement:
Mr. Hal Canary, Majnaging Director
Mr. David Moore, N1anaging Director
TEAM MEMBERS:
Sergio Masvidal, Senior Managing Con~ultant
Jay Glover, Senior Managing Consultant
Russell Edghill, Consultant
Jeremy Niedfeldt, 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
Ba~~
Deputy Crerk
Board of County Commissioners
of'Monroe County, Florida
/J.-~~.. >n~~e.<I-
Mayor
Public Financial Management, Inc.
By:
jw(l~ .
Hal W. Canary 'J-
Title:
Managing Director
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