Item C16BOARD of COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: January 16, 2013 Division: Airports
Bulk Item: Yes XX No Staff Contact Person: Peter Horton 305-809-5200
Pedro Mercado 3 05-292-3470
AGENDA ITEM WORDING: Approval of consulting agreement with Helman Hurley Charvat
Peacock/Architects, Inc. (HHCP) for provision of architectural consulting services in the case of The
Morganti Group, Inc., vs. Monroe County Board of County Commissioners, Case No. 11-CA-892-K.
ITEM BACKGROUND: The Construction Management group the County hired, the Morganti Group
Inc., has filed a breach of contract action against the county. The Morganti Group is seeking additional
monies over and above the Guaranteed Maximum Price they provided the county for the additional
time it took Morganti to complete construction and renovation of the Key west International Airport.
HCCP is being retained to evaluate and possibly act as an expert witness on design related claims
Morganti has put forth in alleging that design revisions by the County' s architect impacted Morganti's
ability to timely perform the work.
PREVIOUS RELEVANT BDCC ACTION: Approved an agreement with FTI Consultants to
perform as scheduling consultant at the April 18, 2012 regularly scheduled board meeting.
CONTRACT/AGREEMENT CHANGES:
N/A.
STAFF RECOMMENDATIONS:
Approve
TOTAL COST: TBD BUDGETED: Yes XX No
COST TO COUNTY:$250.00/hr SOURCE OF FUNDS: Project funds
REVENUE PRODUCING: Yes No XX AMOUNT PER MONTH Year
fwf&ua,�-
APPROVED BY: County Atty � OMB/Purcha ing Risk Management
DOCUMENTATION: Included XX Not Required
DISPOSITION:
Revised 2 05
AGENDA ITEM #
MONROE COUNTY BOARD of COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract #
Contract with: Helman Hurley Charvat Peacock Architects Effective Date: October 15, 2012
Expiration Date: until terminated
Contract Purpose/Description: Consulting Services in the case of The Morganti Group, Inc. vs. Monroe County
Board of County Commissioners.
Contract Manager: Peter Horton # 5200 Airports -Stop # 5
(name) (Ext.) (Department/ Stop)
for BOCC meeting on: January 16, 2013 Agenda Deadline: January 2, 2013
Total Dollar Value of Contract: $TBD
Budgeted? na
Grant: na
County Match: Operating
Estimated Ongoing Costs: n/a
(not included in dollar value above)
Date I n
Airports Director
Risk Management
O.M.B./Purchasing
County Attorney
Comments:
CONTRACT COSTS
Current Year Portion: TBD
Account Codes: 63090 1 -53031 0
ADDITIONAL COSTS
For:
deg. maintenance, utilities, janitorial, salaries, etc.
CONTRACT REVIEW
Changes
Needed Reviewer
Yes No
c) ii9- q.a
Peter Horton
for Risk Management
County Attorney
Date
out
PROFESSIONAL SERVICES AGREEMENT
BETWEEN MONROE COUNTY AND
HELMAN HURI.FV CHARVATPEACOCK/ ARCHITECTS, INC.
THIS AGREEMENT made and entered into this 15d' day of January 2013, by and between
MONROE COUNTY ("COUNTY"), a political subdivision of Florida whose address is 1100
Simonton Street, Key West, Florida 33040, and the firm of Heiman Hurley Charvat
Peacock/Architects, Inc. ("HHCP"), a Florida Corporation, whose address is 120 N. Orange Avenue,
Florida 32801, in order to provide consulting services in the case of The Morganti Group,
Inc, vs. Monroe County Board of County Commissioners, Case No. 11-CA-892K.
WHEREAS, COUNTY desires to continue the services of CONSULTANT to provide expert
technical consultation and review of construction documents, contracts, drawings, architectural work
and related information in order to provide expert opinion and, if necessary, expert testimony in the
above case; and
WHEREAS, CONSULTANT desires to provide the services to the COUNTY;
NOW THEREFORE, in consideration of the mutual covenants and provisions contained herein, the
parties agree as follows:
1. CONSULTANT will provide expert consultation and technical advice in the areas of
construction documents, related research, contracts, drawings, architectural work and related
information in order to provide expert opinion, and, if necessary, expert testimony if requested, by
COUNTY in the above litigation.
2. This Agreement is retroactive to October 15, 2012, and shall become effective upon
signature by all parties and shall continue in effect until services are completed or terminated by
either party, with or without cause, upon fifteen (15) days written notice to the other party or
upon final termination of the litigation.
3. CONSULTANT warrants that CONSULTANT and additional timekeepers do presently
have, shall have prior to commencement of work under this Agreement, and at all times during
said work, all required licenses and perrnits whether federal, state, County or City that are
applicable to the expertise required under the Agreement.
4. CONSULTANT shall bill COUNTY at the hourly rate and time for approved time
keepers. Records of the time expended and description of the service performed by each time
keeper shall be detailed separately on the invoices. Personnel who are not listed as timekeepers will
not be paid unless approved in writing by amendment with the same formalities as this
Agreement.
Hourlv Rates. and C'les to hourly rates are set at:
Approved 'Time Keepers:
Name: Hourly Rate: Testimony
John Ehrig $250 $300
Michael Campbell $185 $225
Graphic Designer $ l 40
Administrative Support $75
Testimony rate shall include time spent in Deposition, Mediation & Settlement Conferences and
Trial. Unless COUNTY approval is obtained, CONSULTANT will not have more than one
tine -keeper bill for the same court appearances, attendance at depositions and meetings,
including meetings with COUNTY representatives, and internal conferences. In the event that
more than one person attends, only the time of the person with the highest rate will be billable,
unless additional billing for another time keeper is approved in writing by the County Attorney.
CONSULTANT is not permitted to use this matter to provide on the job training for a time-
keeper, and bill for that time -keeper's services, without COUNTY'S advance approval.
5. The COUNTY and CONSULTANT agree that travel time and expenses shall be billed
and paid as follows:
a. All Travel time shall be calculated at the Hourly rate, not the Testimony rate.
b. Travel expenses within the CONSULTANT'S local or metropolitan area will not
be reimbursed. Local and metropolitan area is defined as being within fifty (50)
miles of the CONSULTANT'S usual office space and does not include travel to
or from the residence to the office.
C. Reimbursable travel expenses are the cost of transportation by the least expensive
practicable means (e.g., coach class air travel), the cost of reasonable hotel
accommodations, includes the cost of parking at the airport or taxi to and from
the airport, and the cost of transportation while out of town (e.g., by cab or rental
car, whichever seems reasonable, at the lowest available rate). Airplane travel
shall be verified by the attachment of a boarding pass or by a waiver. Travel
expenses will be reimbursed in accordance with the applicable provisions of the
Monroe County Code for "approved travelers" and shall be summarized on the
Monroe County Travel Form by CONSULTANT with all applicable receipts
attached thereto.
d. Payment of travel time and expenses will be made periodically but no more
frequently than monthly, in arrears. Expenses shall be submitted by
CONSULTANT and authorized by COUNTY in writing with backup
documentation as required by the Clerk of Court. Invoices shall include copies of
receipts for all expenditures for which CONSULTANT seeks reimbursement.
G. The COUNTY and CONSULTANT agree that reimbursable expenses, unrelated to
travel, shall be billed and paid as follows:
a. COUNTY will pay the actual reasonable cost of the following expense items if
incurred in accordance with the guidelines below and promptly itemized in
CONSULTANT'S monthly bill and shall be accompanied by backup
documentation as required by the Clerk of Court. COUNTY will not pay any
multiplier for these expenses. COUNTY will not pay any markup for expenses
acid COUNTY will only reimburse the CONSULTANT for their actual approved
out of -pocket costs and expenses, whether incurred personally or by an approved
time -keeper.
b. COUNTY will pay the actual cost for necessary long distance telephone calls,
overnight or expedited delivery, couriers, photocopying at $.25 per page, postage,
court fees, and other expenses approved by COUNTY or requested in discovery
for the litigation.
C. CONSULTANT is expected to avoid using expedited or emergency services,
such as express delivery services, couriers, telecopying, overtime, and so on,
unless necessary because of unexpected developments or short deadlines.
COUNTY may refuse to pay for any such expenses when incurred routinely or
because of CONSULTANT'S failure to manage the matter efficiently.
d. CONSULTANT is encouraged to use outside copying services to reduce the cost
of large -volume copying, provided that these expenses are efficient, cost-
effective, and incurred and billed in accordance with this Agreement.
CONSULTANT is responsible for insuring that all copying complies with
copyright obligations.
e. Transcripts should not be ordered without approval from County Attorney.
Transcripts should not be ordered on an expedited basis unless necessary and
approved by COUNTY.
7. The COUNTY and CONSULTANT agree that the following expenses will not be paid
or be reimbursable without written approval by County Attorney:
a. Meals for time -keepers not related to travel, overtime, word processing or
computer charges, personal expenses, expenses that benefited other clients,
expenses for books, costs of temporary employees, stationery and other supply
expenses, utilities, and any other expense that is either unreasonable or
unnecessary,
8. CONSULTANT shall comply with the following requirements as to billing fees and
expenses as a condition precedent to COUNTY'S obligation to pay each bill:
a. CONSULTANT shall provide detailed, itemized bills which shall, at a minimum,
provide a general description of the matter for which consultant services are
being performed (e.g. Richard Roe v. Monroe County); a description of the work
performed in enough detail so that each item is distinguishable from other listed
items and sufficient to allow COUNTY to determine the necessity for and
reasonableness of the time expended. For example, simply the word "research" is
not acceptable, more detail about the type of research and what was determined
by the research is necessary.
b. Clearly identify each timekeeper performing services in conjunction with each
entry and the amount of time being billed by the timekeeper and the service
performed.
C. The time expended by each time -keeper shall be recorded separately.
d. CONSULTANT shall include copies of receipts for all expenses with the
itemized monthly bill. COUNTY may refuse to pay any expense item for which
documentation is not provided by CONSULTANT.
e. CONSULTANT must maintain support documentation for services and bills until
at least one year after the termination of the representation. This documentation
shall be made available by CONSULTANT to COUNTY (or COU NTY'S
designated representative, including an accountant, the County Clerk or County
Clerk's representative, or legal bill auditor) upon COUNTY'S written request.
CONSULTANT agrees to cooperate with any examination of this documentation
and CONSULTANT'S fees and expenses, e.g., by responding promptly and
completely to any questions COUNTY or its designated representative may
have. CONSULTANT shall notify COUNTY in writing at least 60 days in
advance of destroying any such records and, in the event that COUNTY requests
that they be preserved, shall preserve them at least one additional year or, at the
option of the COUNTY, delivered to the COUNTY for storage by the COUNTY,
with COUNTY responsible for paying the actual cost of storage. This
documentation shall include, for example, original time records, expense
receipts, and documentation supporting the amount charged by CONSULTANT
for expense items generated by CONSULTANT or his or her firm.
f. COUNTY reserves the right not to pay any fee or expense item for which
sufficient documentation is not available to determine whether the item was
necessary and reasonable.
9. CONSULTANT agrees that, unless specifically exempted or excepted by Florida law,
the provisions of Chapter 286.011, Florida Statutes, apply to this Agreement. CONSULTANT
agrees to consult with the County Attorneys office concerning the application of the Sunshine
Law from time to time concerning specific circumstances that may arise during the term of this
Agreement.
10. CONSULTANT agrees that, unless specifically exempted or excepted by Florida law,
the provisions of Chapter 119, Florida Statutes, generally require public access to all records
and documents which may be made or received under this Agreement. CONSULTANT agrees
to consult with the County Attorney's office concerning the application of the Public Records
Law from time to time concerning specific circumstances that may arise during the term of this
Agreement.
11. CONSULTANT agrees to allow and permit reasonable access to, and inspection of, all
documents, papers, letters or other materials in its possession or under its control as relate to
this Agreement which are subject to the provisions of Chapter 119, Florida Statutes, also known
as the Public Records law, and records made or received by the COUNTY and CONSULTANT
in conjunction with this Agreement. CONSULTANT specifically acknowledges that any costs
incurred or charged for records under the Public Records law shall be charged in accordance
with the law, which shall take precedence over the terms of this Agreement. The COUNTY
shall have the right to unilaterally cancel this Agreement upon violation of this provision by
CONSULTANT; however, CONSULTANT acknowledges that termination of this agreement
by either COUNTY or CONSULTANT shall not exempt the CONSULTANT from the
requirements of Chapter 119.
12. CONSULTANT shall maintain all books, records, and documents directly pertinent to
performance under this Agreement in accordance with generally accepted accounting principles
consistently applied. Each party to this Agreement or their authorized representatives shall have
reasonable and th nely access to such records of each other party to this Agreement for
public records purposes during the term of the Agreement and for four years following the
termination of this Agreement. If an auditor employed by the COUNTY or Clerk determines
that monies paid to CONSULTANT pursuant to this Agreement were spent for purposes not
authorized by this Agreement, the CONSULTANT shall repay the monies together with
interest calculated pursuant to Sec. 55.03, FS, running from the date the monies were paid to
CONSULTANT.
13. CONSULTANT is not authorized to retain additional experts, additional consultants,
support services, or the like, or to out -source or delegate work outside CONSULTANT'S firm,
without prior written approval by COUNTY.
14. The COUNTY'S performance and obligation to pay under this Agreement is contingent
upon an annual appropriation by the Board of County Commissioners.
15. COUNTY and CONSULTANT acknowledge that COUNTY does not waive any
immunity nor does COUNTY agree to hold CONSULTANT harmless; notwithstanding the
provision of Sec. 768.28, Florida Statutes, the participation of CONSULTANT and COUNTY
in this Agreement and the acquisition of any commercial liability insurance coverage, self
insurance, or local government liability insurance pool coverage shall not be deemed a waiver of
immunity to the extent of liability coverage, nor shall any contract entered into by COUNTY be
required to contain any provision for waiver.
16. CONSULTANT agrees to comply with all Federal and Florida statutes, and all local
ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1)
Title V1 of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the
basis of race, color or national orion; 2) Title IX of the Education Amendment of 1972, as
amended (20 USC ss. 1681 - 1683, and 1685-1686), which prohibits discrimination oil the basis
of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which
prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as
amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The
Drug Abuse office and Treatment Act of 1972 (PL 92-255), as amended, relating to
nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and
Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended
relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health
Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to
confidentiality of alcohol and drug abuse patient records; 8) Title VIII of the Civil Rights Act of
1968 (42 USC s.et seq.), as amended, relating to nondiscrimination in the sale, rental or financing
of housing; 9) The Americans with Disabilities Act of 1990 (42 USC S. 1201) as inay be
amended form time to time, relating to nondiscrimination on the basis of disability; 10) Any
other nondiscrimination provisions in any Federal or state statutes which may apply to the parties
to, or the subject matter of, this Agreement.
17. In carrying out CONSULTANTS obligations under this Abrrecment, CONSULTANT,
shall abide by all statutes, ordi nanucs, rules and regulations pertaining to or regulating the
provisions of this Agreement, including those now in effect and hereafter adopted. Any violation
of said statutes, ordinances, rules or regulations shall constitute a material breach of this
Agreement and shall entitle COUNTY to terminate this Agreement immediately upon delivery of
written notice of termination to CONSULTANT.
18. NOTICE REQUIREMENT: Any notice required or permitted under this agreement shall
be in writing and hand delivered or mailed, postage prepaid, to the other party by certified mail
returned receipt requested, to the following:
FOR COU NTY:
CountyAttorney
P.O. Box 1026
Key west, FL. 33040
(305) 292-3470
FOR HHCP:
John Ehrig
120 N. Orange Avenue
Orlando, FL. 32801
(407) 6442656
19. This Agreement shall be governed by and construed in accordance with the laws of the
State of Florida applicable to contracts made and to be performed entirely in the State. Venue for
any legal action which may arise out of or under this agreement shall be in Monroe County,
Florida.
20. The entire agreement between the COUNTY and CONSULTANT with respect to the
subject matter hereof is contained in this Agreement. This Agreement supersedes all prior oral and
written proposals and communications between the COUNTY and CONSULTANT related to this
Agreement. No provision of this Agreement shall be deemed waived, amended or modified by either
party unless such waiver, amendment or modification is in writing and signed by the party against
whom the waiver, amendment or modification is claimed. This Agreement shall be binding upon and
inure to the benefit of the parties hereto, their permitted successors and assigns.
21. CONSUL'i'ANT agrees to forward to COUNTY along with Notice of Termination or upon
receipt of Notice of Termination, depending upon which party terminates the Agreement, copies of
all documents in his or her possession of any nature whatsoever related to CONSULTANT'S
consultation with COUNTY or obtained thereto, after fees or expenses are paid under this
Agreement.
22. Prior to execution of this agreement, CONSUL'l'ANT shall furnish COUNTY
Certificates of Insurance indicating the minimum professional liability coverage for
CONSULTANT and additional tithe -keepers in the total amount of one million dollars.
CONSULTANT agrees to keep the same amount of coverage or more at all times and to
provide proof of said coverage to COUNTY at COUNTY'S request at any time during the term
of the Agreement.
23. No covenant or obligation contained in this Agreement shall be deemed to be a
covenant or obligation of any member, officer, agent or employee of the Board of County
Commissioners of Monroe County in his or her individual capacity; and no member, officer,
agent or employee of the Board of County Commissioners of Monroe County shall be liable
personally on this Agreement or be subject to any personal liability or accountability by reason
of the execution of this Agreement.
24. If a term, covenant, condition or provision of this Agreement shall be declared invalid
or unenforceable to any extent by a court of competent jurisdiction, the remaining terms,
covenants, conditions and provisions of this Agreement shall not be affected thereby; and each
remaining term, covenant, condition and provision of this Agreement shall be valid and shall be
enforceable to the fullest extent permitted by law unless the enforcement of the remaining
terms, covenants, conditions and provision of this Agreement would prevent the
accomplishment of the original intent of this Agreement. The COUNTY and CONSULTANT
agree to reform the Agreement to replace any stricken provision with a valid provision that
comes as close as possible to the intent of the stricken provision.
25. This Agreement may not be modified in any way without the express, written consent
of both parties. Any and all modifications and Amendments of the terms of this Agreement
shall be in writing and executed by the Board of County Commissioners for Monroe County
and by CONSULTANT in the same manner as this Agreement.
26. CONSULTANT is not authorized to identify COUNTY as a COUNTY, e.g., for
purposes of marketing or advertising, without COUNTY'S prior approval.
27. CONSULTANT understands that all files and work product prepared by
CONSU I,TANT or his or her firm at the expense of COUNTY (or for which COUNTY is
otherwise billed) is the property of COUNTY. without COUNTY'S prior written approval, this
work product may not be used by CONSULTANT or his or her firm nor disclosed by
CONSULTANT or his or her firm to others, except in the normal course of CONSULTANT'S
representation and as required by law in this matter. CONSULTANT agrees that COUNTY
owns all rights, including copyrights, to materials prepared by COUNTY or by CONSULTANT
on behalf of COUNTY.
28. CONSULTANT shall not assign or subcontract its obligations under this agreement,
except in writing and with the prior written approval of the Board of County Commissioners of
Monroe County, which approval shall be subject to such conditions and provisions as the Board
may deenn necessary. This paragraph shall be incorporated by reference into any assignment or
subcontract and Any assignee or subcontractor shall comply with all of the provisions of this
Agreement. Unless expressly provided for therein, such approval shall in no manner or event be
deemed to impose any additional obligation upon the Board.
29. COUNTY and CONSULTANT' agree that nothing contained herein shall create any
relationship, contractual or otherwise, with or any rights in favor of, any third party.
30. This Agreement may be executed in any number of counterparts, each of which shall be
regarded as an original, all of which taken together shall constitute one and the stone instrument
and the COUNTY and CONSULTANT may execute this Agreement by signing any such
counterpart.
31. COUNTY and CONSULTANT agree to waive their rights to trial by jury; and further
agree that if any dispute and disagreement arise between them they shall first attempt to
resolve the dispute and disagreement by a meet and confer session between representatives of
each party. If the issue or issues are still not resolved to the satisfaction of both parties, then
the issue shall be submitted to mediation prior to the institution of any other administrative or
legal proceeding. If the issues are still not resolved any party shall have the right to seek such
relief or remedy as may be provided under the Agreement or under Florida law. This
Agreement Is not subject to arbitration
32. COUNTY and CONSULTANT agree that neither presently has any interest, and shall
not acquire any interest, which would conflict in any manner or degree with its performance
under this Agreement and that the only interest of each is to perform and receive benefits as
recited in this Agreement,
33. The terms, covenants, conditions, and provisions of this Agreement shall bind and
inure to the benefit of the COUNTY and CONSULTANT and their respective legal
representatives, Successors, and assigns.
34. Each party represents and warrants to the other that the execution, delivery and
performance of this Agreement have been duly authorized by all necessary county and
corporate action, as required by law. Each party agrees that it has had ample opportunity to
submit this Contract to legal counsel of its choice and enters into this agreement freely,
voluntarily and with advice of counsel.
35. COUNTY and CONSULTANT covenant that neither presently has any interest and
shall not acquire any interest, which would conflict in any manner or degree with its
performance under this Agreement, and that the only interest of each is to perform and receive
benefits as recited in this Agreement.
36. At all times and for all purposes hereunder, CONSULTANT is an independent
contractor and not an employee of the Board of County Commissioners of Monroe County. No
statement contained in this Agreement shall be construed so as to find CONSULTANT or any
of the authorized time keepers, to be the employees of the Board of COUNTY Commissioners
of Monroe County, and they shall be entitled to none of the rights, privileges or benefits of
employees of Monroe County.
37. The COUNTY and CONSULTANT warrant that in respect to itself, it has neither
employed nor retained any company or person, other than a bona fide employee working solely
for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person,
company, corporation, individual, or firm, other than a bona fide employee: working solely
for it, any fee, commission, percentage, gift, or other consideration contingent upon or
resulting from the award or making of this Agreement. For the breach or violation of the
provision, the CONSULTANT agrees that the COUNTY shall have the right to terminate this
Agreement without liability and, at its discretion, to offset from monies owed, or otherwise
recover, the full arnount of such fee, commission, percentage, gift, or consideration.
38. CONSULTANT agrees to execute such documents as the COUNTY may reasonably
require, to include a Public Entity Crime Statement, an Ethics Statement and a Drug -Free
Workplace Statement.
39. No covenant or agreement contained herein shall be deemed to be a covenant or
agreement of any member, officer, agent or employee of Monroe County in his or her
individual capacity, and no member, officer, agent or employee of Monroe County shall be
liable personally on this Agreement or be subject to any personal liability or accountability by
reason of the execution of this Agreement.
40. This Agreement will become effective when executed by both the CONSULTANT and
by the Board of County Commissioners of Monroe County, Florida.
IN WITNESS WHEREOF, each party caused this Agreement to be executed by its
duly authorized representative on the day and year first written above.
(SEAL)
BOARD OF COUNTY COMMISSIONERS
ATTEST: AMY HEAVILIN, CLERK OF MONROE COUNTY, FLORIDA
By _ By
Deputy Clerk Mayor George Neugent
Date
(CORPORATE SEAL)
ATTEST- H el an l e4' C: i3 t P o lArchitects, Inc.
By. - By
i tness
date _
MONROE COU ATTORNEY
ROVED AS To FQ .
NATfLEENE W. CAS
ASSISTANT COUNTYEL
Date L-AW_ ATTORNEY
3
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