Item P07BOARD OF COUNTY COMMISSIONERS
County of Monroe Mayor Heather Carruthers, District 3
The Florida Keys Mayor Pro Tern George Neugent, District 2
j' Danny L. Kolhage, District I
David Rice, District 4
Sylvia J. Murphy, District 5
County Commission Meeting
September 21, 2016
Agenda Item Number: P.7
Agenda Item Summary #2070
BULK ITEM: Yes DEPARTMENT: County Attorney's Office
TIME APPROXIMATE: STAFF CONTACT: Bob Shillinger (305) 292-3470
no
AGENDA ITEM WORDING: Approval of a contract for legal services with Cole Scott Kissane,
PA retroactive to September 19, 2016 to provide for continued legal representation by Chris
Ambrosio until his replacement is trained.
ITEM BACKGROUND: Assistant County Attorney Chris Ambrosio announced he was leaving
the County Attorney's Office to move to north Florida to be closer to his aging parents. He has been
hired by the law firm of Cole, Scott & Kissane, P.A., (CSK) a statewide firm with offices stretching
from Key West up to Jacksonville and out to Pensacola. Mr. Ambrosio will be working out of
CSK's Jacksonville office. He will start at CSK on September 19, 2016.
As of the agenda deadline, the County Attorney has not hired a replacement for Mr. Ambrosio. The
proposed agreement will allow for the County to benefit from Mr. Ambrosio's representation and
institutional memory ongoing projects until his replacement can be hired and brought up to speed.
The agreement as drafted would -last for a term of six months with an option to be extended with the
written approval of the County Attorndy. Under the agreement, the County will be billed at a rate of
$200/hour for Mr. Ambrosio's time. Compensation under the agreement is capped at $50,000 unless
the BOCC grants prior approval for an increase beyond that amount.
CSK conducted a conflict check, which has turned up no matters on which the firm is representing
clients before or against the County. The agreement specifies that any subsequent conflict shall only
be waived with the Board's expressed written consent.
The contract as proposed will take effect on September 19, 2016, Mr. Ambrosio's first day of
employment with CSK. As of the agenda deadline, the language of the proposed agreement has not
been finalized so the latest draft of the agreement is included for review. A final agreement will be
substituted when completed.
PREVIOUS RELEVANT BOCC ACTION: None
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CONTRACT/AGREEMENT CHANGES:
New contract
STAFF RECOMMENDATION:
DOCUMENTATION:
ATTORNEY AGREEMENT Cole Scott Kissane. CA 5 sept 2016 draft
Cole Scott Kissane September 2016 agreement Ambrosio
REV 2ND ATT W Exhibit A. to contract (9 20 16)
FINANCIAL IMPACT:
Effective Date: September 19, 2016
Expiration Date: March 21, 2016
Total Dollar Value of Contract: No more than $50,000
Total Cost to County: No more than $50,000
Current Year Portion: To be determined
Budgeted: Yes
Source of Funds: Ad valorem, 304 fund
CPI: n/a
Indirect Costs: n/a
Estimated Ongoing Costs Not Included in above dollar amounts: n/a
Revenue Producing: No
Grant: n/a
County Match: n/a
Insurance Required: n/a
Additional Details: Board
If yes, amount: n/a
needed to exceed
REVIEWED BY:
Bob Shillinger
Completed
09/05/2016 1:32 PM
Bob Shillinger
Completed
09/05/2016 1:32 PM
Budget and Finance
Completed
09/06/2016 9:20 AM
Maria Slavik
Completed
09/06/2016 9:59 AM
Kathy Peters
Completed
09/06/2016 9:34 PM
Board of County Commissioners
Pending
09/21/2016 9:00 AM
AGREEMENT BETWEEN MONROE COUNTY AND
COLE, SCOTT & KISSANE, P.A.
THIS AGREEMENT, made and entered into this day of September, 2016, by and between
the BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA, ("COUNTY"), a
political subdivision of the State of Florida whose address is 1100 Simonton Street, Key West, Florida
33040, and COLE, SCOTT & KISSANE, P.A. ("CSK") regarding the retention of CSK by COUNTY to
provide legal representation, consultation, advice and services.
WHEREAS, it is in the public interest of COUNTY to have legal representation as set out below,
and
WHEREAS, CSK has agreed to provide legal representation, consultation, advice and services to
the COUNTY as set out below.
NOW THEREFORE, in consideration of the mutual covenants and provisions contained herein,
the parties agree as follows:
1. THE CLIENT
The Client is the COUNTY, acting by and through its duly elected and appointed officers and its
employees.
2. THE ATTORNEY
CSK is a professional association named above and whose legally authorized signature appears at the
bottom of this Agreement. CSK is licensed to practice law in Florida. CSK has been retained specifically
because CSK has hired Chris Ambrosio who was an Assistant County Attorney in the County
Attorney's Office to be an associate attorney at CSK. Mr. Ambrosio's legal services are desired by the
COUNTY in ensuring that there is no gap in representation and consistency on the matters he handled
while employed with the COUNTY. CSK may not outsource this work without full written disclosure to,
and prior written approval from, the COUNTY acting through the County Attorney.
3. TERM OF AGREEMENT
This Agreement and representation by CSK is effective upon execution by CSK and acceptance
and approval by COUNTY in accordance with COUNTY's policies, ordinances, or governing statutes.
The representation shall continue for a period of six months from the date of execution by the second
party unless terminated in less than six months by either the COUNTY, or by CSK in accordance with
ethical requirements and/or the terms of this Agreement. This Agreement may be extended with written
approval of CSK and the County Attorney.
4. SCOPE OF THE WORK
CSK representation is limited to providing legal consultation, advice and services to COUNTY in
connection with the matters and types of matters previously handled by Mr. Ambrosio while he was
employed as an Assistant County Attorney. Mr. Ambrosio is expected to consult and advise the
COUNTY staff on matters he previously handled and on the types of matters he previously handled and
assist with the training of his replacement attorney. .
4.1 Professional ability to perform work, appointment of contract manager
CSK warrants that Chris Ambrosio is authorized by law to engage in the performance of the
activities herein described, subject to the terms and conditions set forth in these contract documents.
Chris Ambrosio shall be the contract manager for each matter and the contract manager shall at all times
exercise independent, professional judgment and shall assume professional responsibility for the services
to be provided. CSK warrants that the authorized time keepers are authorized by law and the Rules and
Regulations of The Florida Bar to engage in the performance of the activities encompassed by this
Agreement.
4.2 Management of time keepers
CSK is responsible for managing the matter cost-effectively and competently, e.g., by insuring
that additional time -keepers are competent, properly supervised, efficient, and in compliance with the
terms of this Agreement as well as with all ethical obligations set forth in the Rules of Professional
Responsibility of the Florida Bar.
5. REVIEW OF ETHICAL OBLIGATIONS AND POTENTIAL CONFLICTS OF INTEREST
BEFORE INITIATING REPRESENTATION
CSK has conducted a thorough investigation and determined that CSK has no ethical impediment, real
or potential, including but not limited to conflicts of interest, to representing COUNTY. To the extent that
any ethical impediment, real or potential, is discovered or ever arises, CSK shall immediately inform
COUNTY in writing of the impediment (regardless of whether CSK believes it has taken all steps necessary to
avoid the impediment and regardless of whether CSK believes that the impediment is insubstantial or
questionable), make full disclosure of the situation to COUNTY, obtain the County Commission's express,
written consent to continue the representation of the other client, and take all other reasonable steps to avoid or
mitigate the impediment. Notwithstanding the foregoing, COUNTY understands and agrees that CSK may in the
future — after this agreement has terminated - represent clients before and against the COUNTY in unrelated
matters.
6. PAYMENTS TO ATTORNEY
CSK shall submit to COUNTY invoices with supporting documentation acceptable to the Clerk
on a schedule as set forth in the contract. The total dollar amount of this contract shall not exceed
$50,000.00 without prior approval for the County Commission. Acceptability to the Clerk is based on
generally accepted accounting principles and such laws, rules and regulations as may govern the Clerk's
disbursal of funds. All services provided with respect to this agreement will be billed on a current basis
with monthly invoices sent to you that will contain full detail as to the specific effort, hourly rates, and
reimbursable expenses incurred by CSK on COUNTY's behalf.
6.1 Attorney Fee (Hourly)
CSK will be paid for legal services based on the number of hours expended on behalf of COUNTY
(rounded to the nearest tenth hour for each time entry), not to include time billable to or compensated by
other clients, multiplied by CSK's hourly rate. The following minimum billing documentation and time-
keeper requirements are a condition precedent to payment by the COUNTY.
6.2. Non -billable time
CSK will bill COUNTY only for time reasonably and necessarily incurred to render professional services
on COUNTY's behalf in accordance with this Agreement. Time attributable to billing questions is not
billable. Time expended by time -keepers who have not been approved by COUNTY is also not billable.
6.3. Hourly Rates, and Changes to hourly rates
CSK has agreed to rates as more fully set forth below:
Approved Time Keepers:
Name:
Hourly Rate•
Chris Ambrosio $200.00
With the written approval of the County Attorney, additional time keepers may be
utilized by CSK and billed at the following rates:
Partners $300
Associates $200
Paralegals $110
CSK will charge no more than the hourly rate quoted above throughout the duration of the matter,
unless otherwise agreed in writing and approved by COUNTY in the same manner as Agreement. The
hourly rate to be changed by the lawyers and paralegals are reviewed annually and should CSK determine
that a rate adjustment is warranted for this engagement the COUNTY will be notified in advance of any
change.
6.4. Discounts to other Clients
The rates set forth above are those current hourly rates charged to some other governmental
clients of CSK. CSK does not have a singular government rate that is applied to all governmental entities
who may be a client of CSK, but agrees that if CSK creates a special government rate for the time keepers
set forth herein or subsequently approved, that rate shall apply to COUNTY in this matter.
6.5. Time keepers
As used in this Agreement, the term "time keeper" shall include CSK attorneys and staff
identified in paragraph 6.3 of this Agreement who will be providing services under this Agreement and
who will bill the COUNTY for their services in accordance with this Agreement.
6.51. Duplication of effort
Unless COUNTY approval is obtained, CSK will not have more than one time -keeper bill for
court appearances, attendance at depositions and meetings, including meetings with COUNTY
representatives, and internal conferences. However, with advance COUNTY approval, CSK may have
more than one time -keeper present at the administrative hearing in this matter and each attorney and
timekeeper shall be paid at their rate established in paragraph number 6.3. In the event that more than one
person attends, only the time of the person with the highest rate will be billable. CSK is not permitted to
use this matter to provide on the job training for a time -keeper.
Approval for action on the part of CSK may be accomplished by letter, email, or verbally by the
County Attorney or his/her designee, if verbal approval is given the attorney may verify that approval by
email to CSK or CLERK (as necessary for billing purposes).
6.5.2. Time -keeper changes
Time -keepers approved by the COUNTY are listed in paragraph 6.3 of this Agreement, and may be
amended from time to time, upon mutual agreement of the COUNTY and CSK, to evidence the then -current
circumstances. Additional time -keepers may be added by amendment to this agreement and approval by the
Board of County Commissioners. In the event that additional time -keepers providing services, which are to be
billed to COUNTY, are to be added, then their hourly rates shall be provided to COUNTY in advance, and, upon
written approval by the COUNTY, their rates and billing practices shall comply with the requirements of this
Agreement. COUNTY expects to receive discounts or other concessions so that any increases or
changes in time -keepers will not result in unnecessary or unreasonable charges to COUNTY, e.g., for
training, internal conferences, and management.
6.6. Existing work product
To the extent CSK makes use of existing work product, e.g., in the form of research previously
performed for another client, then CSK shall bill only that time expended in using that work product for
COUNTY. In other words, no premium, markup, or other adjustment shall be made to COUNTY bill for
time spent on work already performed.
7. BILLING OF FEES AND EXPENSES
CSK shall comply with the following requirements as to billing fees and expenses as a condition
precedent to COUNTY's obligation to pay each bill:
7.L Monthly bills
Unless otherwise agreed in a writing signed by the COUNTY, bills shall be issued monthly by CSK
within fifteen (15) days after the close of each month. CSK understands that COUNTY requires prompt
bills in part to facilitate effective management of the representation and fees.
7.2. Bill format
CSK shall provide detailed, itemized bills which shall, at a minimum:
7.2.1 Description
Provide a general description of the matter, to include the name of the COUNTY department, if
not indicated in the title of the matter, for which legal services are being performed ; 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, the services
performed, the project or task each service relates to, the subject and purpose of each service, and the
names of others who were present or communicated with in the course of performing the service. 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.
7.2.2 Personnel
Clearly identify each timekeeper performing services in conjunction with each entry. Clearly
identify all persons who are not full-time lawyers employed by CSK (including paralegals, employees of
CSK with their titles, subcontractors, independent contractors, temporary employees, and outsourcing
providers). Personnel who are not listed as additional timekeepers will not be paid unless approved in
writing under the requirements of this Agreement.
7.2.3 Time Records
Record the time expended by each time -keeper separately. In those situations where the minimum
billing increment exceeds the actual time spent on a task and several of these "minor" tasks are
performed, it is expected that the services will be aggregated until the total actual time spent meets the
minimum billing increment.
7.2.4 Totals and By Task
State the amount of time expended by each time -keeper broken down for each task.
7.3. Expenses
COUNTY will pay the actual, reasonable cost of the following expense items if incurred in
accordance with the guidelines below (a copy of the form used by the County is provided for your
convenience as "Exhibit A") and promptly itemized in CSK's monthly bill:
7.3.1 Reimbursable expenses
Actual cost for necessary long distance telephone calls, telecopying at $.25 per outgoing page,
overnight or expedited delivery, couriers, photocopying at $.15 per page, postage, court fees, and other
expenses approved in advance by COUNTY. In order to receive reimbursement Attorney must attach
copy of invoice from overnight or expedited delivery, couriers, long distance carriers and indicating
which calls are related to this agreement. All charges shall be reasonably documented on invoices to
demonstrate that the charge is related to this agreement.
7.3.1.1. Expedited or emergency services
CSK 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 extremely short deadlines. COUNTY may refuse to pay for any such expenses when
incurred routinely or because of CSK's failure to manage the matter efficiently.
7.3.1.2. Computerized research
CSK is expected to use computerized research services cost-effectively to reduce time spent on
research, for example, while closely -monitoring computerized research to insure that the charges are
reasonable and necessary. CSK is expected to pass through to COUNTY any discounts or other
arrangements that reduce the cost of computerized services. All charges shall be reasonably documented
on invoices to demonstrate that the charge is related to this agreement.
7.3.1.3. Photocopying
CSK is encouraged to use outside copying services if this will reduce the cost of large -volume
copying, provided that these expenses are efficient, cost-effective, and incurred and billed in accordance
with this Agreement. CSK is responsible for insuring that all copying complies with copyright
obligations. All charges shall be documented on invoices to demonstrate that the charge is related to this
agreement.
7.3.1.4. Transcripts
Transcripts should not be ordered without prior approval from COUNTY. Transcripts should not
be ordered on an expedited basis unless necessary and approved in advance by COUNTY. CSK should
obtain digital electronic/computerized copies of transcripts when available at a reasonable cost to avoid
charging for time spent digesting or indexing transcripts, and to allow COUNTY to maintain a digital
electronic/computerized database of all transcripts.
7.3.1.5 Travel Expenses
Travel expenses outside the local area may only be reimbursed if the travel was approved in
advance by COUNTY. 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, and the cost
of transportation while out of town (e.g., by cab or rental car, whichever is reasonable, at the lowest
available rate). Cab fare to and from the originating airport is reimbursable. Expenses will be reimbursed
in accordance with the applicable provisions of Florida Statute 112.061 for "approved travelers" and of
the Monroe County Code Article XXVI and shall be summarized on the Monroe County Travel Form by
CSK with all applicable receipts attached thereto ("See Exhibit A").
7.3.1.6 Travel Time
Time spent in transit outside Attorney's local area may be billed only if CSK or time -keeper is
unable to avoid traveling by using other forms of communication or it is determined by the County
Attorney that travel is in the County's best interest. Travel by more than one time -keeper at the same time
to the same destination is allowed with approval from County Attorney. In order to be reimbursed for
airline tickets, the boarding pass shall be attached to the invoice.
Approved travel time during normal business hours, defined weekdays from 8:30 a.m. to 6:00
p.m., will be billed at the hourly rate listed for the timekeeper in paragraph 6.3 of this Agreement.
Approved travel time outside of normal business hours will be billed at one-half the hourly rate listed for
the timekeeper in paragraph 6.3 of this Agreement.
7.3.2. Non -reimbursable expenses
The following expenses will in no event be reimbursable without written approval by County
Attorney and approval by the Board of County Commissioners:
7.3.2. 1. Personal and Office Costs
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, periodicals or other library materials, internal filing or other document handling charges,
clerical expenses, stationery and other supply expenses, utilities, and any other expense that is either
unreasonable or unnecessary. (The fact that CSK charges other clients or that other firms charge their
clients for an expense does not make it reasonable or necessary under this Agreement.)
7.3.2.2. Experts, consultants, support services, outsourced services, etc.
CSK is not authorized to retain experts, additional counsel, consultants, support services, or the
like, outside of CSK, without approval by County Attorney. If agreed to CSK will be responsible for
selecting and managing the services of others so that their services and expenses will be rendered in
accordance with the terms of this Agreement, including terms applicable to CSK. CSK will manage
others to obtain cost-effective services for COUNTY. Unless otherwise agreed in writing, CSK shall
obtain a written retainer agreement, in a form which may he specified by COUNTY, from each
service provider, with bills from each provider being sent to both CSK and COUNTY.
7.3.2.3 Temporary Staffing
CSK will not bill COUNTY for the time and expenses of temporary employees, including so-
called "Temps" or contract ATTORNEYS or other staff from outside companies, nor "outsource" or
delegate work, nor charge for summer associates, law clerks, or student clerks, (collectively "temporary
staff' even if not temporarily employed) without full advance disclosure of the employee's temporary or
short-term status to COUNTY, including disclosure of the actual amount paid or to be paid to the
individual. Unless COUNTY expressly agrees in writing to paying additional amounts after full
disclosure by CSK, CSK may not charge COUNTY more than the actual cost paid by CSK.
7.3.2.4. Expenses not passed through at actual cost
COUNTY will not pay any markup for expenses. COUNTY will only reimburse the CSK for
their actual approved out-of-pocket costs and expenses, whether incurred personally by an approved time-
keeper or incurred by other approved personnel (such as experts, consultants, support services personnel,
or outsourced services personnel).
7.3.2.5. Overhead not charged to County
COUNTY will not pay for any "expense" items that are in fact part of CSK's overhead, which
should be included within CSK's fee, the determination of which expenses fall into this category are
strictly within the discretion of the COUNTY.
7.3.3. Advance approval of expenses
CSK shall obtain approval from County Attorney before incurring any expense in excess of
$1,000.00 if CSK expects to be reimbursed for that expense. COUNTY, in its discretion, may refuse to
pay any expense for which approval was not obtained by CSK.
7.3.4. Copies of receipts for expenses
CSK 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 CSK.
7.3.5. Expenses and fees) after termination
Upon termination of the representation, CSK shall promptly bill COUNTY for any remaining
reimbursable expenses and fees. COUNTY may refuse to pay any fees or expenses not billed within 45
days of termination of the representation. CSK is also expected to cooperate promptly with all aspects of
termination and, if applicable, transition to other counsel. Payment for fees and expenses is contingent
upon prompt, full cooperation.
7.4. Bill and expense documentation
CSK must maintain supporting documentation for invoices until at least one year after the
termination of the representation. This documentation shall be made available by CSK to COUNTY (or
COUNTY's designated representative, including an accountant, the County Clerk or County Clerk's
representative, or legal bill auditor) upon COUNTY'S written request. ATTORNEY agrees to cooperate
with any examination of this documentation and ATTORNEY'S fees and expenses, e.g., by responding
promptly and completely to any questions COUNTY or its designated representative may have. CSK
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 CSK for expense
items generated by CSK or his or her firm. COUNTY reserves the right not to pay any fee or expense
item for which sufficient documentation or expense item for which sufficient documentation is not
available to determine whether the item was necessary and reasonable.
7.5 Entertainment
CSK shall not be reimbursed for costs of entertainment, such as in room movies and alcoholic
beverages. Furthermore, only meals for CSK and/or approved timekeeper shall be reimbursed in
accordance with the provisions in this Agreement.
S. PAYMENT TERMS
CSK's request for payments and reimbursements may be made in the name of CSK, as
appropriate. CSK bills complying with this Agreement are due and payable according to the Prompt
Payment Act. If the bill materially fails to comply with the requirements of this Agreement, then it is not
due and payable until CSK remedies its deficiencies.
9. MATTER MANAGEMENT
COUNTY will expect that all communications betwccn CSK, and additional timekeepers, and
COUNTY will be reviewed by CSK and that CSK will serve as the point of contact for this matter,
including billing questions. The COUNTY contact for this Agreement shall be:
Robert Shillinger, Esq.
Monroe County Attorney
I I 1112`h Street, Suite 408
Key West, Florida 33040
(305) 292-3470 (office)
(305) 292-3516 (facsimile)
Shillin e� r-Bob@monroecounty-fl.gov
9.1. Case monitorin¢
COUNTY will be advised promptly by CSK of all significant facts and developments in the
matter so that COUNTY may manage the matter effectively and make informed decisions about strategy,
tactics, settlement, scheduling, costs, and other related matters. COUNTY will promptly receive from
CSK copies of all orders, opinions, pleadings, briefs, memoranda (internal and external), correspondence,
and any other document material to the subject matter of this Agreement, such that the COUNTY will
have a current, up-to-date, "mirror" copy of the COUNTY's file maintained by CSK. For discovery
materials or exhibits that are lengthy, CSK should discuss them with COUNTY before providing a copy.
Documents available in digital electronic/computerized form should be provided in that form in lieu of
paper copies, if requested by COUNTY. Additionally, CSK may be required to submit, on a monthly
basis, a case status and progress report to be submitted to the Board of County Commissioners. The
format of the report shall be in the form required by the County Attorney.
9.2. Case control
CSK shall discuss all significant issues of strategy and tactics, including motions, discovery,
pleadings, briefs, trial preparation, experts, and settlement, with COUNTY before implementation. CSK
is expected to exercise independent professional judgment.
9.3. ATTORNEY cooperation
CSK will cooperate with COUNTY or COUNTY's representatives to promptly provide all
information COUNTY requests or needs about the subject matter of this Agreement and CSK's bills and
handling of the matter.
9.4. COUNTY cooperation
CSK shall be lead counsel on the matter; however, CSK agrees that the lawyers employed by the
Monroe County Attorney's Office may enter an appearance as co -counsel in the matter. CSK should
consult with COUNTY about all opportunities for COUNTY to save money or make use of COUNTY's
expertise to assist in, e.g., responding to discovery, preparing for trial, locating experts, and the like.
COUNTY may also have personnel and facilities available to reduce the expenses related to the subject
matter of this Agreement.
10. CONFIDENTIALITY AND PUBLIC RELATIONS
CSK is not authorized to waive or release any privilege or other protection of information —
confidentiai, secret, or otherwise — obtained from or on behalf of COUNTY. CSK is to keep all
confidential, privileged, or secret information confidential. This requirement is perpetual, i.e., it will
continue even after the termination of the relationship and this Agreement.
10.1 Prohibition against use of information
This requirement is also intended to prohibit CSK from using information obtained from or on
behalf of COUNTY, including work product prepared at COUNTY's expense, for other clients of CSK or
his or her firm, without COUNTY's advance written approval.
10.2 No use of County for marketing purposes
CSK is not authorized to identify COUNTY for purposes of marketing or advertising, without
COUNTY's approval.
11. OWNERSHIP OF ATTORNEY FILES AND WORK PRODUCT
CSK understands that all files and work product prepared by CSK at the expense of COUNTY (or
for which COUNTY is otherwise billed) is the property of COUNTY. Without COUNTY's written
approval, this work product may not be used by CSK or his or her firm nor disclosed by CSK or his or her
firm to others, except in the normal course of CSK's representation of COUNTY in this matter. CSK
agrees that COUNTY owns all rights, including copyrights, to materials prepared by COUNTY or by
CSK on behalf of COUNTY. CSK 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 (with COUNTY responsible for paying the actual cost of
storage). CSK shall provide COUNTY with prompt access to (including the ability to make copies of) all
CSK files and work product, regardless of whether the representation or matter is ongoing and whether
CSK fees and expenses have been paid in full.
12. DISPUTE RESOLUTION
CSK and COUNTY agree that if a dispute arises between them that neither shall be required to
enter into any arbitration proceedings related to this Agreement.
12.1. Disputes regarding Attorney fees or expenses
CSK and COUNTY agree that all disputes regarding CSK's fees or expenses are to be resolved
pursuant to the procedures and practices for mediation by the Attorney Consumer Assistance Program of
the Florida Bar.
12.2. Disputes regarding interpretation
COUNTY and CSK agree that all disputes and disagreements between them regarding
interpretation of the Agreement shall be attempted to be resolved by a meet and confer session between
representatives of COUNTY and CSK. If the issue or issues are still not resolved to the satisfaction of
both within thirty (30) days after the meet and confer session, then either shall have the right to terminate
the Agreement upon ten (10) business days notice in writing to the other party.
12.3 Legal or Administrative procedures
In the event any administrative or legal proceeding is instituted against either the COUNTY or
CSK relating to the formation, execution, performance, or breach of this Agreement, the COUNTY and
CSK each agree to participate, to the extent required by the other, in all proceedings, hearings,
processes, meetings, and other activities related to the substance of this Agreement; institution of any
administrative or legal proceeding shall constitute immediate termination of this Agreement. CSK agrees
to forward copies of all documents in his or her possession related to the matter, which is the subject of this
Agreement to COUNTY at the time of filing any administrative or legal proceeding.
12.4 CSK's Fees and Costs
In the event any administrative proceeding or cause of action is initiated or defended by the
COUNTY or CSK relative to the enforcement or interpretation of this Agreement, the prevailing party
shall be entitled to an award of reasonable CSK's fees, and court costs, as an award against the non -
prevailing party, and shall include reasonable CSK's fees, and court costs in appellate proceedings.
Mediation proceedings initiated and conducted pursuant to this Agreement or as may be required
by a court of competent jurisdiction shall be conducted in accordance with the Florida Rules of Civil
Procedure and the usual and customary procedures required by the circuit court of Monroe County and
shall take place in Monroe County.
13. 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 COUNTY
County Administrator and County Attorney
1100 Simonton Street PO Box 1026
Key West, FL 33040 Key West, FL 33040
FOR CSK
Johnson K. Thomas
Cole Scott & Kissane, P.A.
9150 South Dadeland Boulevard, Suite 1400
Miami, Florida 33156
14. GOVERNING LAW AND VENUE
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.
15. ENTIRE AGREEMENT
The entire agreement between the COUNTY and CSK with respect to the subject matter hereof is
contained in this Agreement. This Agreement supersedes all oral and written proposals and
communications between the COUNTY and CSK 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.
16. FLORIDA GOVERNMENT -IN -THE -SUNSHINE LAW
CSK agrees that, unless specifically exempted or excepted by Florida Iaw, the provisions of
Section 286.011, Florida Statutes, generally require full and public discussion of matters to be voted upon
by the Board of County Commissioners. CSK agrees to consult with the County Attorney's office
concerning the application of the Sunshine Law from time to time concerning specific circumstances that
may arise during the term of this Agreement.
17. FLORIDA PUBLIC RECORDS LAW
CSK agrees that, unless specifically exempted or excepted by Florida law or Rules and
Regulations of The Florida Bar, 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. CSK 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.
Public Records Compliance. CSK must comply with Florida public records laws, including but not
limited to Chapter 119, Florida Statutes and Section 24 of article 1 of the Constitution of Florida. The
COUNTY and CSK shall allow and permit reasonable access to, and inspection of, all documents,
records, papers, Ietters or other "public record" materials in its possession or under its control subject to
the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and CSK in
conjunction with this contract and related to contract performance. The County shall have the right to
unilaterally cancel this contract upon violation of this provision by the CSK. Failure of CSK to abide by
the terms of this provision shall be deemed a material breach of this contract and the COUNTY may
enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be
entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This provision
shall survive any termination or expiration of the contract.
CSK is encouraged to consult with its advisors about Florida Public Records Law in order to comply
with this provision.
Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the CSK is required to:
(1) Keep and maintain public records that would be required by the County to perform the service.
(2) Upon receipt from the County's custodian of records, provide the County with a copy of the
requested records or allow the records to be inspected or copied within a reasonable time at a cost that
does not exceed the cost provided in this chapter or as otherwise provided by law.
(3) Ensure that public records that are exempt or confidential and exempt from public records
disclosure requirements are not disclosed except as authorized by law for the duration of the contract term
and following completion of the contract if CSK does not transfer the records to the County.
(4) Upon completion of the contract, transfer, at no cost, to the County all public records in
possession of the ATTORNEY or keep and maintain public records that would be required by the County
to perform the service. If CSK transfers all public records to the County upon completion of the contract,
CSK shall destroy any duplicate public records that are exempt or confidential and exempt from public
records disclosure requirements. If CSK keeps and maintains public records upon completion of the
contract, CSK shall meet all applicable requirements for retaining public records. All records stored
electronically must be provided to the County, upon request from the County's custodian of records, in a
format that is compatible with the information technology systems of the County.
(5) A request to inspect or copy public records relating to a County contract must be made directly
to the County, but if the County does not possess the requested records, the County shall immediately
notify CSK of the request, and CSK must provide the records to the County or allow the records to be
inspected or copied within a reasonable time.
If CSK does not comply with the COUNTY's request for records, the COUNTY shall enforce the
public records contract provisions in accordance with the contract, notwithstanding the COUNTY's
option and right to unilaterally cancel this contract upon violation of this provision by CSK. If CSK fails
to provide the public records to the County or pursuant to a valid public records request within a
reasonable time may be subject to penalties under section119.10, Florida Statutes.
CSK shall not transfer custody, release, alter, destroy or otherwise dispose of any public records
unless or otherwise provided in this provision or as otherwise provided by law.
IF THE ATTORNEWCONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION
OF CHAPTER 119, FLORIDA STATUTES, TO THE ATTORNEWCONTRACTOR'S DUTY TO
PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE
CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY AT PHONE# 305-292-3470
BRADLEY-BRIAN(.MONROECOUNTY-FL.GOV, MONROE COUNTY ATTORNEY'S
OFFICE 1111 12Tu Street, SUITE 408, KEY WEST, FL 33040.
18. NO ASSIGNMENTS
CSK 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 deem 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.
19. TERNUNATION
Either of the parties hereto may terminate this contract without cause by giving the other party
fifteen (15) business days written notice of its intention to do so.
19.1 Documents forwarded to COUNTY
CSK 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 CSK's representation of COUNTY or obtained due to
CSK's representation of COUNTY.
19.2 Restriction on Communications
CSK agrees not to communicate with the public, including the press, about COUNTY or about
this matter.
20. SEVERABILITY
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 CSK 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.
21. CAPTIONS
The captions set forth herein are for convenience of reference only and shall not define,
modify, or limit any of the terms hereof.
22. LEGAL OBLIGATIONS AND RESPONSIBILITIES; NON -DELEGATION OF
CONSTITUTIONAL OR STATUTORY DUTIES
This Agreement is not intended to relieve, nor shall it be construed as relieving, either the
COUNTY or CSK from any obligation or responsibility imposed upon each by law except to the extent of
actual and timely performance thereof by the other, in which case the performance may be offered in
satisfaction of the obligation or responsibility. Further this Agreement is not intended to authorize, nor
shall it be construed as authorizing, the delegation of the constitutional or statutory duties of the
COUNTY, except to the extent permitted by the Florida Constitution, state statutes, case law, and,
specifically, the provisions of Chapter 125, Florida Statutes.
23. RECORDS
CSK shall keep such records as are necessary to document the performance of its services as set
forth in the agreement and expenses as incurred, and give access to these records at the request of the
COUNTY, the State of Florida or authorized agents and representatives of said government bodies. It is
the responsibility of CSK to maintain appropriate records to insure a proper accounting of all collections
and remittances in this matter. CSK shall be responsible for repayment of any and all reasonable audit
exceptions which are identified by the Auditor General for the State of Florida, the Clerk of Court for
Monroe County, the Board of County Commissioners for Monroe County, or their agents and
representatives.
24. MONROE COUNTY CODE ETHICS PROVISION
CSK warrants that he or she has not employed, retained or otherwise had act on his behalf any
former COUNTY officer or employee in violation of Section 2 of Ordinance No. 10-1990 or any
COUNTY officer or employee in violation of Section 3 of Ordinance No. 10 1990. For breach or
violation of this provision the COUNTY may, at its discretion, terminate this Agreement without liability
and may also, at its discretion, deduct from the sums owed under the Agreement, or otherwise recover,
the full amount of any fee, commission, percentage, gift, or consideration paid to the former or present
COUNTY officer or employee. COUNTY employees and officers are required to comply with the
standards of conduct delineated in Section 112.313, Florida Statutes, regarding, but not limited to,
solicitation or acceptance of gifts, doing business with one's agency, unauthorized compensation, and
misuse of public position, conflicting employment or contractual relationship, and disclosure of certain
information.
25. PUBLIC ENTITY CREVIE STATEMENT
Florida law provides that person or affiliate who has been placed on the convicted vendor list
following a conviction for public entity crime may not submit a bid on an agreement to provide any
goods or services to a public entity, may not submit a bid on a agreement with a public entity for the
construction or repair of a public building or public work, may not submit bids on leases of real property
to public entity, may not be awarded or perform work as a contractor, supplier, sub contractor, or
consultant under a agreement with any public entity, and may not transact business with any public entity
in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of
thirty-six (36) months from the date of being placed on the convicted vendor list. CSK warrants the
neither CSK nor any authorized time keeper has been named to the convicted vendor list.
26. ANTI -KICKBACK
CSK warrants that no person has been employed or retained to solicit or secure this Agreement
upon any contract or understanding for a commission, percentage, brokerage or contingent fee, and that
no employee or officer of the COUNTY has any interest, financially or otherwise, in this Agreement,
except as expressly stated herein. For breach or violation of this warranty, the COUNTY shall have the
right to annul this agreement without liability or, in its discretion, to deduct any sums to be paid by
COUNTY under this Agreement, or otherwise recover, the full amount of such commission, percentage,
brokerage or contingent fee.
27. MODIFICATIONS AND AMENDMENTS
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 CSK in the same
manner as this Agreement.
28. INDEPENDENT CONTRACTOR
At all times and for all purposes hereunder, CSK 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 CSK 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.
29. COMPLIANCE WrM LAW
In carrying out CSK's obligations under this agreement, CSK shall abide by all statutes,
ordinances, 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 ATTORNEY.
30. LICENSING
CSK warrants that CSK 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
permits whether federal, state, County or City.
31. NON-DISCRIMINATION
CSK agrees that he or she will not discriminate against any person, and it is expressly understood
that upon a determination by a court of competent jurisdiction that discrimination has occurred, this
Agreement automatically terminates without any further action on the part of any party, effective the date
of the court order. CSK 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 VI of the Civil
Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national
origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-
1686), which prohibits discrimination on 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 patent records; 8) Title VIE 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 Note), as maybe amended from time to time, relating to
nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 13, Article VI, which
prohibits discrimination on the basis of race, color, sex, religion, national origin, ancestry, sexual
orientation, gender identity or expression, familial status or age; 11) Any other nondiscrimination
provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this
Agreement.
32. NON -RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to
enforce or attempt to enforce any third -party claim or entitlement to or benefit of any service or program
contemplated hereunder, and the COUNTY and CSK agree that neither the COUNTY nor CSK or any
officer, agent, or employee of each shall have the authority to inform, counsel, or otherwise indicate that
any particular individual or group of individuals, entity or entities, have entitlements or benefits under
this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes
contemplated under this Agreement.
33. ATTESTATIONS
CSK agrees to execute such documents as the COUNTY may reasonable require, including a
Drug -Free Workplace Statement, and a Public Entity Crime Statement.
34. COUNTY AUTHORITY
This Agreement has been duly noticed at a legally held public meeting conducted in Monroe
County, Florida. COUNTY's performance and obligation to pay under this contract, is contingent upon
annual appropriation by the Board of County Commissioners.
35. HOLD HARMLESS AND INSURANCE
CSK certifies that it maintains a minimum professional Iiability coverage for CSK and additional
timekeepers in the amount of $5 Million. CSK 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.
36. NO PERSONAL LIABILITY
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.
37. EXECUTION IN COUNTERPARTS
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 same instrument and the COUNTY
and CSK may execute this Agreement by signing any such counterpart.
38. EXECUTION BY COUNTY ATTORNEY
Due to litigation, court scheduling constraints and in order to allow CSK to begin representation
in a timely manner this agreement may be executed by the County Attorney prior to final approval of the
Board of County Commissioners; in the event that the agreement is not approved by the Board of County
Commissioners, CSK shall submit an invoice for the time and expenses incurred from the date of
execution by the County Attorney until the Board of County Commissioners voted not to approve this
Agreement.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and date
first written above.
Robert B. Shillinger
County Attorney or Monroe County, Florida
Date:
THE BOARD OF COUNTY COMMISSIONERS hereby ratify the foregoing Agreement between
Monroe County and COLE, SCOTT & KISSANE, P.A.
(SEAL)
Attest: AMY HEAVILIN, Clerk
By:
Deputy Clerk
Date:
COLE, SCOTT & KISS , P.A.:
Bv: 2i
Daniel J. Kissane,
Authorized Repre
DATE: - ! "' *3'' 6
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By: _
Mayor
1 w4:1 lat& _
STATE OF FLORIDA TRAVELER name AGENCY
VOUCHER FOR REIMBURSEMENT HEADQUARTERS
nF TRAVFI FXPFNRFS X nFFICFRIFMPI.OYEE NON EMPLOYEEIIND. CONTRACTOR RESIDENCE (CITY
Date
Travel Performed From Point of Origin
To Destination
Purpose or Reason
(Name of Conference)
Hour of
Departure
And Return
Meals for
Class A 8
Travel
Per Diem
or Actual
Lodging
Class C
Meals
Map
Mileage
Claimed
Vicinity
Mileage
Claimed
Other
Expenses
Amount
Other
Expenses
Type
Statement of Benefits to the State (Conference or Convention)
Column
Total
Co!umn
Total
Column
Total
MILES
0.00
Column
Total
SUMMARY
TOTAL
@
0.530
Revolving Fund Check No
Advance. Warrant No.:
0.00
0.001
0.001
0.001
0.00
$0.00
Check Date
Warrant Date
LESS ADVANCE RECEIVED
$0.00
Agency Voucher No
Statewide Doc No.
ILESS CLASS C MEALS (Officers/Employees Only)
$0.00
Agency Voucher No.
INET AMOUNT DUE
$0.00
1 hereby certify or affirm that the above expenses were actually Incurred by me as necessary travel expenses In the
performance of my official duties, attendance at a conference or convention was directly related to official duties of the
agency; any meals or lodging included In a conference or convention, registration fee have been deducted from this
travel claim and that this travel claim is true and correr.l in every maleria' matter and same conforms in every respect with
the requirement of Section 11261 Florida Statutes
Pursuant to Section 112061 (3)(a), Florida Statutes. 1 hereby
certify or affirm that to the best of my knowledge the above
travel was on official business of the State of Florida and was
performed for the payee(s) stated above
TRAVELER'S SIGNATURE: SUPERVISOR'S SIGNATURE:
PREPARED TITLE: SUPERVISOR'S TITLE: DATE:
EXHIBIT
A -
Travel Performed by Common Carrier or State Vehicle
This section reoulrad to be completed only when common carrier is billed directly to the state agency.
Dale
Ticket Number or
Slate Vehicle Number
From
To
Amount
Name of Common
State Agency
GENERAL INSTRUCTIONS
Class A Travef—Continuous travel of 24 he Breakfast—�whon travel begins before 6 A.M. and extends beyond a A.M.
Class B Iraveh Continuous travel of less than 24 hours which involves overnight Lunch —when travel begins before 12 noon and extends beyond 2 P.M.
absence from official headquarters. Dinner —when travel begins before 6 P.M. and extends beyond a P.M. or
Class C travel —Travel for short or day trips where the traveler is not away from his when travel occurs during night -tone hours due to special assignment.
olfkdal headquarters overnight -
NOTE: No allowance shall be made for meals when travel is confined to the city or town of orficial headquarters or immediate vicinity except assignments of official business
outside the traveler's regular place of employment it travel expenses are approved and such special approval is noted an the travel voucher. Rates of Per Diem and Meals
shall be those prescribed by Section 112.061, Florida Statutes,
Per Diem shall be computed at one-fourth of authorized rate for each quarter of fraction thereof. Travel over a period of 24 hours or more will be calculated on the basis of
&hour cycles, beginning at midnight; less than 24-hour travel will be calculated on the basis of 6-hour cycles, beginning at the hour of departure from offimal headquarters.
Hour of departure and hour of return should be shown for all travel. When claiming per diem, the meal allowance columns should not be used.
Claims for actual lodging at the single occupancy rate plus meal allowances should include the commercial lodging expenses in the 'Per Diem or Actual Lodging
Expenses" column and include the appropriate meal allowances in Ihe'Meals for Class A hf. B Traver column.
Claims for meal allowances involving travel that did not require the traveler to be away Irom his headquarters ovemighl should be included in the 'Class C Meals" column.
Vicinity travel must appear in the separate column. When travel Is by common carrier and billed directly to the traveler, the amount and description should be included in
the "Other Expenses' column. A copy of the tickel or invoice should be attached to this form. If travel is by common carrier and billed directly to the Stale agency, then the
`Travel Performed by Common Carrier or Stale Vehicle` section above should be completed. The name of the common carder should be inserted in the 'Map Mileage
Claimed "column in these instances. JuslificaWn must be provided for use of a non -contract airline (or one offering equal or lesser rates than the contract airline) or rental
car (or one having lower nel rates) when contract carriers are available. Additionally, )uslif Callon must be provided for use of a rental car larger than a Class "B" car.
11 travel is performed by the use of a Slate -owned vehicle, the word 'State" should be Inserted to the "Map Mileage Claimed" column on the reverse side of this form, and
the above section designated as 'Travel Performed by Common Carrier or State Vehicle" should be completed.
Incidental travel expenses which may be reimbursed include: (a) reasonable taxi fare, (b) ferry fares and bridge, road, and tunnel tolls, (c) storage and parking fees, (d)
telephone and telegraph expenses, and (a) convention or conference registration fee. II meals are included in the registration fee, per diem should be reduced accordingly.
Receipts should be obtained when possible.
The official Department of Transportation map should be used in computing mileage claimed from point of origin to destination whenever possible.
If travel Is comp imenlary, the abbreviation 'Comp." Should be inserted in the *Map Mileage Claimed column. No mileage is allowed.
When any State employee Is stationed in any city or town for a period of over 30 consecutive work days, such city or town shall be deemed to be his official headquarters
and he shall not be allowed per diem or subsistence alter the period of 30 consecutive days has elapsed, unless extended by the approval of the agency head.
a�liL
�� K: BOARD OF COUNTY COMMISSIONERS
0�� of Monroe Mayor Heather Carruthers, District 3
i
�� Mayor Pro Tem George Neugenf District 2
-Me Florida Keys h }, ��� �y
�� Danny L. Kolhage, District 1
David Rice, District 4
w Sylvia J. Murphy, District 5
County Commission Meeting
September 21, 2016
Agenda Item Number: P.7
Agenda Item Summary #2070
BULK ITEM: Yes DEPARTMENT: County Attorney's Office
TIME APPROXIMATE: STAFF CONTACT: Bob Shillinger (305) 292-3470
no
AGENDA ITEM WORDING: Approval of a contract for legal services with Cole Scott Kissane,
PA retroactive to September 19, 2016 to provide for continued legal representation by Chris
Ambrosio until his replacement is trained.
ITEM BACKGROUND: Assistant County Attorney Chris Ambrosio announced he was leaving
the County Attorney's Office to move to north Florida to be closer to his aging parents. He has been
hired by the law firm of Cole, Scott & Kissane, P.A., (CSK) a statewide firm with offices stretching
from Key West up to Jacksonville and out to Pensacola. Mr. Ambrosio will be working out of
CSK's Jacksonville office. He will start at CSK on September 19, 2016.
As of the agenda deadline, the County Attorney has not hired a replacement for Mr. Ambrosio. The
proposed agreement will allow for the County to benefit from Mr. Ambrosio's representation and
institutional memory ongoing projects until his replacement can be hired and brought up to speed.
The agreement as drafted would last for a term of six months with an option to be extended with the
written approval of the County Attorney. Under the agreement, the County will be billed at a rate of
$200/hour for Mr. Ambrosio's time. Compensation under the agreement is capped at $50,000 unless
the BOCC grants prior approval for an increase beyond that amount.
CSK conducted a conflict check, which has turned up no matters on which the firm is representing
clients before or against the County. The agreement specifies that any subsequent conflict shall only
be waived with the Board's expressed written consent.
The contract as proposed will take effect on September 19, 2016, Mr. Ambrosio's first day of
employment with CSK. As of the agenda deadline, the language of the proposed agreement has not
been finalized so the latest draft of the agreement is included for review. A final agreement will be
substituted when completed.
PREVIOUS RELEVANT BOCC ACTION: None
CONTRACT/AGREEMENT CHANGES:
New contract
STAFF RECOMMENDATION:
DOCUMENTATION:
ATTORNEY AGREEMENT Cole Scott Kissane. CA 5 sept 2016 draft
Cole Scott Kissane September 2016 agreement Ambrosio
FINANCIAL IMPACT:
Effective Date: September 19, 2016
Expiration Date: March 21, 2016
Total Dollar Value of Contract: No more than $50,000
Total Cost to County: No more than $50,000
Current Year Portion: To be determined
Budgeted: Yes
Source of Funds: Ad valorem, 304 fund
CPI: n/a
Indirect Costs: n/a
Estimated Ongoing Costs Not Included in above dollar amounts: n/a
Revenue Producing: No
Grant: n/a
County Match: n/a
Insurance Required: n/a
Additional Details: Board
If yes, amount: n/a
needed to exceed $50,000 ca
REVIEWED BY:
Bob Shillinger
Completed
09/05/2016 1:32 PM
Bob Shillinger
Completed
09/05/2016 1:32 PM
Budget and Finance
Completed
09/06/2016 9:20 AM
Maria Slavik
Completed
09/06/2016 9:59 AM
Kathy Peters
Completed
09/06/2016 9:34 PM
Board of County Commissioners
Pending
09/21/2016 9:00 AM
AGREEMENT BETWEEN MONROE COUNTY AND
COLE, SCOTT & KISSANE, P.A.
THIS AGREEMENT, made and entered into this 21s` day of September, 2016, by and between
the BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA, ("COUNTY"), a
political subdivision of the State of Florida whose address is 1100 Simonton Street, Key West, Florida
33040, and COLE, SCOTT & KISSANE, P.A. ("CSK") regarding the retention of CSK by COUNTY to
provide legal representation, consultation, advice and services.
WHEREAS, it is in the public interest of COUNTY to have legal representation as set out below,
and
WHEREAS, CSK has agreed to provide legal representation, consultation, advice and services to
the COUNTY as set out below.
NOW THEREFORE, in consideration of the mutual covenants and provisions contained herein,
the parties agree as follows:
THE CLIENT
The Client is the COUNTY, acting by and through its duly elected and appointed officers and its
employees.
2. THE ATTORNEY
CSK is a limited liability corporation named above and whose legally authorized signature appears at the
bottom of this Agreement. CSK is licensed to practice law in Florida. CSK has been retained specifically
because CSK has hired Chris Ambrosio who was an Assistant County Attorney in the County
Attorney's Office to be an associate attorney at CSK Mr. Ambrosio's legal services are desired by the
COUNTY in ensuring that there is no gap in representation and consistency on the matters he handled
while employed with the COUNTY. CSK may not outsource this work without full written disclosure to,
and prior written approval from, the COUNTY acting through the County Attorney.
3. TERM OF AGREEMENT
This Agreement and representation by CSK is effective September 19, 2016. The representation
shall continue for a period of six months from the date of execution by the second party unless terminated
in less than six months by either the COUNTY, or by CSK in accordance with ethical requirements
and/or the terms of this Agreement. This Agreement may be extended with written approval of CSK and
the County Attorney.
4. SCOPE OF THE WORK
CSK representation is limited to providing legal consultation, advice and services to COUNTY in
connection with the matters and types of matters previously handled by Mr. Ambrosio while he was
employed as an Assistant County Attorney. Mr. Ambrosio is expected to consult and advise the
COUNTY staff on matters he previously handled and on the types of matters he previously handled and
assist with the training of his replacement attorney. .
4.1 Professional ability to perform work, appointment of contract manager
CSK warrants that Chris Ambrosio is authorized by law to engage in the performance of the
activities herein described, subject to the terms and conditions set forth in these contract documents.
Chris Ambrosio shall be the contract manager for each matter and the contract manager shall at all times
exercise independent, professional judgment and shall assume professional responsibility for the services
to be provided. CSK warrants that the authorized time keepers are authorized by law and the Rules and
Regulations of The Florida Bar to engage in the performance of the activities encompassed by this
Agreement.
4.2 Management of time keepers
CSK is responsible for managing the matter cost-effectively and competently, e.g., by insuring
that additional time -keepers are competent, properly supervised, efficient, and in compliance with the
terms of this Agreement as well as with all ethical obligations set forth in the Rules of Professional
Responsibility of the Florida Bar.
5. REVIEW OF ETHICAL OBLIGATIONS AND POTENTIAL CONFLICTS OF INTEREST
BEFORE INITIATING REPRESENTATION
CSK has conducted a thorough investigation and determined that CSK has no ethical impediment, real
or potential, including but not limited to conflicts of interest, to representing COUNTY. To the extent that
any ethical impediment, real or potential, is discovered or ever arises, CSK shall immediately inform
COUNTY in writing of the impediment (regardless of whether CSK believes it has taken all steps necessary to
avoid the impediment and regardless of whether CSK believes that the impediment is insubstantial or
questionable), make full disclosure of the situation to COUNTY, obtain the County Commission's express,
written consent to continue the representation of the other client, and take all other reasonable steps to avoid or
mitigate the impediment. Notwithstanding the foregoing, COUNTY understands and agrees that CSK may in the
future — after this agreement has terminated - represent clients before and against the COUNTY in unrelated
matters.
6. PAYMENTS TO ATTORNEY
CSK shall submit to COUNTY invoices with supporting documentation acceptable to the Clerk
on a schedule as set forth in the contract. The total dollar amount of this contract shall not exceed
$50,000.00 without prior approval for the County Commission. Acceptability to the Clerk is based on
generally accepted accounting principles and such laws, rules and regulations as may govern the Clerk's
disbursal of funds. All services provided with respect to this agreement will be billed on a current basis
with monthly invoices sent to you that will contain full detail as to the specific effort, hourly rates, and
reimbursable expenses incurred by CSK on COUNTY's behalf.
6.1 Attorney Fee (Hourly)
CSK will be paid for legal services based on the number of hours expended on behalf of COUNTY
(rounded to the nearest tenth hour for each time entry), not to include time billable to or compensated by
other clients, multiplied by CSK's hourly rate. The following minimum billing documentation and time-
keeper requirements are a condition precedent to payment by the COUNTY.
6.2. Non -billable time
CSK will bill COUNTY only for time reasonably and necessarily incurred to render professional services
on COUNTY's behalf in accordance with this Agreement. Time attributable to billing questions is not
billable. Time expended by time -keepers who have not been approved by COUNTY is also not billable.
6.3. Hourly Rates, and Changes to hourly, rates
CSK has agreed to rates as more fully set forth below:
Approved Time Keepers:
Name:
Chris Ambrosio
Hourly Rate:
$200.00
With the written approval of the County Attorney, additional time keepers may be
utilized by CSK and billed at the following rates:
Partners
$300
Associates
$200
Paralegals
$110
CSK will charge no more than the hourly rate quoted above throughout the duration of the matter,
unless otherwise agreed in writing and approved by COUNTY in the same manner as Agreement. The
hourly rate to be changed by the lawyers and paralegals are reviewed annually and should CSK determine
that a rate adjustment is warranted for this engagement the COUNTY will be notified in advance of any
change.
6.4. Discounts to other Clients
The rates set forth above are those current hourly rates charged to some other governmental
clients of CSK CSK does not have a singular government rate that is applied to all governmental entities
who may be a client of CSK, but agrees that if CSK creates a special government rate for the time keepers
set forth herein or subsequently approved, that rate shall apply to COUNTY in this matter.
6.5. Time keepers
As used in this Agreement, the term "time keeper" shall include CSK attorneys and staff
identified in paragraph 6.3 of this Agreement who will be providing services under this Agreement and
who will bill the COUNTY for their services in accordance with this Agreement.
6.51. Duplication of effort
Unless COUNTY approval is obtained, CSK will not have more than one time -keeper bill for
court appearances, attendance at depositions and meetings, including meetings with COUNTY
representatives, and internal conferences. However, with advance COUNTY approval, CSK may have
more than one time -keeper present at the administrative hearing in this matter and each attorney and
timekeeper shall be paid at their rate established in paragraph number 6.3. In the event that more than one
person attends, only the time of the person with the highest rate will be billable. CSK is not permitted to
use this matter to provide on the job training for a time -keeper.
Approval for action on the part of CSK may be accomplished by letter, email, or verbally by the
County Attorney or his/her designee, if verbal approval is given the attorney may verify that approval by
email to CSK or CLERK (as necessary for billing purposes).
6.5.2. Time -keeper changes
Time -keepers approved by the COUNTY are listed in paragraph 6.3 of this Agreement, and may be
amended from time to time, upon mutual agreement of the COUNTY and CSK, to evidence the then -current
circumstances. Additional time -keepers may be added by amendment to this agreement and approval by the
Board of County Commissioners. In the event that additional time -keepers providing services, which are to be
billed to COUNTY, are to be added, then their hourly rates shall be provided to COUNTY in advance, and, upon
written approval by the COUNTY, their rates and billing practices shall comply with the requirements of this
Agreement. COUNTY expects to receive discounts or other concessions so that any increases or
changes in time -keepers will not result in unnecessary or unreasonable charges to COUNTY, e.g., for
training, internal conferences, and management.
6.6. Existing work product
To the extent CSK makes use of existing work product, e.g., in the form of research previously
performed for another client, then CSK shall bill only that time expended in using that work product for
COUNTY. In other words, no premium, markup, or other adjustment shall be made to COUNTY bill for
time spent on work already performed.
7. BILLING OF FEES AND EXPENSES
CSK shall comply with the following requirements as to billing fees and expenses as a condition
precedent to COUNTY's obligation to pay each bill:
7.1. Monthly
Unless otherwise agreed in a writing signed by the COUNTY, bills shall be issued monthly by CSK
within fifteen (15) days after the close of each month. CSK understands that COUNTY requires prompt
bills in part to facilitate effective management of the representation and fees.
7.2. Bill format
CSK shall provide detailed, itemized bills which shall, at a minimum:
7.2.1 Description
Provide a general description of the matter, to include the name of the COUNTY department, if
not indicated in the title of the matter, for which legal services are being performed ; 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, the services
performed, the project or task each service relates to, the subject and purpose of each service, and the
names of others who were present or communicated with in the course of performing the service. 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.
7.2.2 Personnel
Clearly identify each timekeeper performing services in conjunction with each entry. Clearly
identify all persons who are not full-time lawyers employed by CSK (including paralegals, employees of
CSK with their titles, subcontractors, independent contractors, temporary employees, and outsourcing
providers). Personnel who are not listed as additional timekeepers will not be paid unless approved in
writing under the requirements of this Agreement.
7.2.3 Time Records
Record the time expended by each time -keeper separately. In those situations where the minimum
billing increment exceeds the actual time spent on a task and several of these "minor" tasks are
performed, it is expected that the services will be aggregated until the total actual time spent meets the
minimum billing increment.
7.2.4 Totals and By Task
State the amount of time expended by each time -keeper broken down for each task.
7.3. Expenses
COUNTY will pay the actual, reasonable cost of the following expense items if incurred in
accordance with the guidelines below (a copy of the form used by the County is provided for your
convenience as "Exhibit A") and promptly itemized in CSK's monthly bill:
7.3.1 Reimbursable expenses
Actual cost for necessary long distance telephone calls, telecopying at S.25 per outgoing page,
overnight or expedited delivery, couriers, photocopying at S.15 per page, postage, court fees, and other
expenses approved in advance by COUNTY. In order to receive reimbursement Attorney must attach
copy of invoice from overnight or expedited delivery, couriers, long distance carriers and indicating
which calls are related to this agreement. All charges shall be reasonably documented on invoices to
demonstrate that the charge is related to this agreement.
7.3.1.1. Expedited or emergency services
CSK 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 extremely short deadlines. COUNTY may refuse to pay for any such expenses when
incurred routinely or because of CSK's failure to manage the matter efficiently.
7.3.1.2. Computerized research
CSK is expected to use computerized research services cost-effectively to reduce time spent on
research, for example, while closely -monitoring computerized research to insure that the charges are
reasonable and necessary. CSK is expected to pass through to COUNTY any discounts or other
arrangements that reduce the cost of computerized services. All charges shall be reasonably documented
on invoices to demonstrate that the charge is related to this agreement.
7.3.1.3. Photocopying
CSK is encouraged to use outside copying services if this will reduce the cost of large -volume
copying, provided that these expenses are efficient, cost-effective, and incurred and billed in accordance
with this Agreement. CSK is responsible for insuring that all copying complies with copyright
obligations. All charges shall be documented on invoices to demonstrate that the charge is related to this
agreement.
7.3.1.4. Transcripts
Transcripts should not be ordered without prior approval from COUNTY. Transcripts should not
be ordered on an expedited basis unless necessary and approved in advance by COUNTY. CSK should
obtain digital electronic/computerized copies of transcripts when available at a reasonable cost to avoid
charging for time spent digesting or indexing transcripts, and to allow COUNTY to maintain a digital
electronic/computerized database of all transcripts.
7.3.1.5 Travel Expenses
Travel expenses outside the local area may only be reimbursed if the travel was approved in
advance by COUNTY. 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, and the cost
of transportation while out of town (e.g., by cab or rental car, whichever is reasonable, at the lowest
available rate). Cab fare to and from the originating airport is reimbursable. Expenses will be reimbursed
in accordance with the applicable provisions of Florida Statute 112.061 for "approved travelers" and of
the Monroe County Code Article XXVI and shall be summarized on the Monroe County Travel Form by
CSK with all applicable receipts attached thereto ("See Exhibit A").
7.3.1.6 Travel Time
Time spent in transit outside Attorney's local area may be billed only if CSK or time -keeper is
unable to avoid traveling by using other forms of communication or it is determined by the County
Attorney that travel is in the County's best interest. Travel by more than one time -keeper at the same time
to the same destination is allowed with approval from County Attorney. In order to be reimbursed for
airline tickets, the boarding pass shall be attached to the invoice.
Approved travel time during normal business hours, defined weekdays from 8:30 a.m. to 6:00
p.m., will be billed at the hourly rate listed for the timekeeper in paragraph 6.3 of this Agreement.
Approved travel time outside of normal business hours will be billed at one-half the hourly rate listed for
the timekeeper in paragraph 6.3 of this Agreement.
7.3.2. Non -reimbursable expenses
The following expenses will in no event be reimbursable without written approval by County
Attorney and approval by the Board of County Commissioners:
7.3.2.1. Personal and Office Costs
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, periodicals or other library materials, internal filing or other document handling charges,
clerical expenses, stationery and other supply expenses, utilities, and any other expense that is either
unreasonable or unnecessary. (The fact that CSK charges other clients or that other firms charge their
clients for an expense does not make it reasonable or necessary under this Agreement.)
7.3.2.2. Experts, consultants, support services, outsourced services, etc.
CSK is not authorized to retain experts, additional counsel, consultants, support services, or the
like, outside of CSK, without approval by County Attorney. If agreed to CSK will be responsible for
selecting and managing the services of others so that their services and expenses will be rendered in
accordance with the terms of this Agreement, including terms applicable to CSK CSK will manage
others to obtain cost-effective services for COUNTY. Unless otherwise agreed in writing, CSK shall
obtain a written retainer agreement, in a form which may be specified by COUNTY, from each
service provider, with bills from each provider being sent to both CSK and COUNTY.
7.3.2.3 Temporary Staffing
CSK will not bill COUNTY for the time and expenses of temporary employees, including so-
called "Temps" or contract ATTORNEYS or other staff from outside companies, nor "outsource" or
delegate work, nor charge for summer associates, law clerks, or student clerks, (collectively "temporary
staff' even if not temporarily employed) without full advance disclosure of the employee's temporary or
short-term status to COUNTY, including disclosure of the actual amount paid or to be paid to the
individual. Unless COUNTY expressly agrees in writing to paying additional amounts after full
disclosure by CSK, CSK may not charge COUNTY more than the actual cost paid by CSK.
7.3.2.4. Expenses not passed through at actual cost
COUNTY will not pay any markup for expenses. COUNTY will only reimburse the CSK for
their actual approved out-of-pocket costs and expenses, whether incurred personally by an approved time-
keeper or incurred by other approved personnel (such as experts, consultants, support services personnel,
or outsourced services personnel).
7.3.2.5. Overhead not charged to County
COUNTY will not pay for any "expense" items that are in fact part of CSK's overhead, which
should be included within CSK's fee, the determination of which expenses fall into this category are
strictly within the discretion of the COUNTY.
7.3.3. Advance approval of expenses
CSK shall obtain approval from County Attorney before incurring any expense in excess of
$1,000.00 if CSK expects to be reimbursed for that expense. COUNTY, in its discretion, may refuse to
pay any expense for which approval was not obtained by CSK.
7.3.4. Copies of receipts for expenses
CSK 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 CSK.
7.3.5. Expenses (and fees) after termination
Upon termination of the representation, CSK shall promptly bill COUNTY for any remaining
reimbursable expenses and fees. COUNTY may refuse to pay any fees or expenses not billed within 45
days of termination of the representation. CSK is also expected to cooperate promptly with all aspects of
termination and, if applicable, transition to other counsel. Payment for fees and expenses is contingent
upon prompt, full cooperation.
7.4. Bill and expense documentation
CSK must maintain supporting documentation for invoices until at least one year after the
termination of the representation. This documentation shall be made available by CSK to COUNTY (or
COUNTY's designated representative, including an accountant, the County Clerk or County Clerk's
representative, or legal bill auditor) upon COUNTY'S written request. ATTORNEY agrees to cooperate
with any examination of this documentation and ATTORNEY'S fees and expenses, e.g., by responding
promptly and completely to any questions COUNTY or its designated representative may have. CSK
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 CSK for expense
items generated by CSK or his or her firm. COUNTY reserves the right not to pay any fee or expense
item for which sufficient documentation or expense item for which sufficient documentation is not
available to determine whether the item was necessary and reasonable.
7.5 Entertainment
CSK shall not be reimbursed for costs of entertainment, such as in room movies and alcoholic
beverages. Furthermore, only meals for CSK and/or approved timekeeper shall be reimbursed in
accordance with the provisions in this Agreement.
8. PAYMENT TERMS
CSK's request for payments and reimbursements may be made in the name of CSK, as
appropriate. CSK bills complying with this Agreement are due and payable according to the Prompt
Payment Act. If the bill materially fails to comply with the requirements of this Agreement, then it is not
due and payable until CSK remedies its deficiencies.
9. MATTER MANAGEMENT
COUNTY will expect that all communications between CSK, and additional timekeepers, and
COUNTY will be reviewed by CSK and that CSK will serve as the point of contact for this matter,
including billing questions. The COUNTY contact for this Agreement shall be:
Robert Shillinger, Esq.
Monroe County Attorney
1111 12`h Street, Suite 408
Key West, Florida 33040
(305) 292-3470 (office)
(305) 292-3516 (facsimile)
Shillinger-Bob a,monroecounty-fl.,o,,ov
9.1. Case monitoring
COUNTY will be advised promptly by CSK of all significant facts and developments in the
matter so that COUNTY may manage the matter effectively and make informed decisions about strategy,
tactics, settlement, scheduling, costs, and other related matters. COUNTY will promptly receive from
CSK copies of all orders, opinions, pleadings, briefs, memoranda (internal and external), correspondence,
and any other document material to the subject matter of this Agreement, such that the COUNTY will
have a current, up-to-date, "mirror" copy of the COUNTY's file maintained by CSK. For discovery
materials or exhibits that are lengthy, CSK should discuss them with COUNTY before providing a copy.
Documents available in digital electronic/computerized form should be provided in that form in lieu of
paper copies, if requested by COUNTY. Additionally, CSK may be required to submit, on a monthly
basis, a case status and progress report to be submitted to the Board of County Commissioners. The
format of the report shall be in the form required by the County Attorney.
9.2. Case control
CSK shall discuss all significant issues of strategy and tactics, including motions, discovery,
pleadings, briefs, trial preparation, experts, and settlement, with COUNTY before implementation. CSK
is expected to exercise independent professional judgment.
9.3. ATTORNEY cooperation
CSK will cooperate with COUNTY or COUNTY's representatives to promptly provide all
information COUNTY requests or needs about the subject matter of this Agreement and CSK's bills and
handling of the matter.
9.4. COUNTY cooperation
CSK shall be lead counsel on the matter; however, CSK agrees that the lawyers employed by the
Monroe County Attorney's Office may enter an appearance as co -counsel in the matter. CSK should
consult with COUNTY about all opportunities for COUNTY to save money or make use of COUNTY's
expertise to assist in, e.g., responding to discovery, preparing for trial, locating experts, and the like.
COUNTY may also have personnel and facilities available to reduce the expenses related to the subject
matter of this Agreement.
10. CONFIDENTIALITY AND PUBLIC RELATIONS
CSK is not authorized to waive or release any privilege or other protection of information —
confidential, secret, or otherwise — obtained from or on behalf of COUNTY. CSK is to keep all
confidential, privileged, or secret information confidential. This requirement is perpetual, i.e., it will
continue even after the termination of the relationship and this Agreement.
10.1 Prohibition against use of information
This requirement is also intended to prohibit CSK from using information obtained from or on
behalf of COUNTY, including work product prepared at COUNTY's expense, for other clients of CSK or
his or her firm, without COUNTY's advance written approval.
10.2 No use of County for marketing purposes
CSK is not authorized to identify COUNTY for purposes of marketing or advertising, without
COUNTY's approval.
11. OWNERSHIP OF ATTORNEY FILES AND WORK PRODUCT
CSK understands that all files and work product prepared by CSK at the expense of COUNTY (or
for which COUNTY is otherwise billed) is the property of COUNTY. Without COUNTY's written
approval, this work product may not be used by CSK or his or her firm nor disclosed by CSK or his or her
firm to others, except in the normal course of CSK's representation of COUNTY in this matter. CSK
agrees that COUNTY owns all rights, including copyrights, to materials prepared by COUNTY or by
CSK on behalf of COUNTY. CSK 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 (with COUNTY responsible for paying the actual cost of
storage). CSK shall provide COUNTY with prompt access to (including the ability to make copies of) all
CSK files and work product, regardless of whether the representation or matter is ongoing and whether
CSK fees and expenses have been paid in full.
12. DISPUTE RESOLUTION
CSK and COUNTY agree that if a dispute arises between them that neither shall be required to
enter into any arbitration proceedings related to this Agreement.
12.1. Disputes regarding Attorney fees or expenses
CSK and COUNTY agree that all disputes regarding CSK's fees or expenses are to be resolved
pursuant to the procedures and practices for mediation by the Attorney Consumer Assistance Program of
the Florida Bar.
12.2. Disputes regarding interpretation
COUNTY and CSK agree that all disputes and disagreements between them regarding
interpretation of the Agreement shall be attempted to be resolved by a meet and confer session between
representatives of COUNTY and CSK. If the issue or issues are still not resolved to the satisfaction of
both within thirty (30) days after the meet and confer session, then either shall have the right to terminate
the Agreement upon ten (10) business days notice in writing to the other party.
12.3 Legal or Administrative procedures
In the event any administrative or legal proceeding is instituted against either the COUNTY or
CSK relating to the formation, execution, performance, or breach of this Agreement, the COUNTY and
CSK each agree to participate, to the extent required by the other, in all proceedings, hearings,
processes, meetings, and other activities related to the substance of this Agreement; institution of any
administrative or legal proceeding shall constitute immediate termination of this Agreement. CSK agrees
to forward copies of all documents in his or her possession related to the matter, which is the subject of this
Agreement to COUNTY at the time of filing any administrative or legal proceeding.
12.4 CSK's Fees and Costs
In the event any administrative proceeding or cause of action is initiated or defended by the
COUNTY or CSK relative to the enforcement or interpretation of this Agreement, the prevailing party
shall be entitled to an award of reasonable CSK's fees, and court costs, as an award against the non -
prevailing party, and shall include reasonable CSK's fees, and court costs in appellate proceedings.
Mediation proceedings initiated and conducted pursuant to this Agreement or as may be required
by a court of competent jurisdiction shall be conducted in accordance with the Florida Rules of Civil
Procedure and the usual and customary procedures required by the circuit court of Monroe County and
shall take place in Monroe County.
13. NOTICE REOUIREMENT
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 COUNTY
County Administrator and County Attorney
1100 Simonton Street PO Box 1026
Key West, FL. 33040 Key West, FL 33040
FOR CSK
Need to insert contact
14. GOVERNING LAW AND VENUE
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.
15. ENTIRE AGREEMENT
The entire agreement between the COUNTY and CSK with respect to the subject matter hereof is
contained in this Agreement. This Agreement supersedes all oral and written proposals and
communications between the COUNTY and CSK related to this Agreement. No provision of this
Agreement shall be deemed waived, amended or modified by either parry 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.
16. FLORIDA GOVERNMENT -IN -THE -SUNSHINE LAW
CSK agrees that, unless specifically exempted or excepted by Florida law, the provisions of
Section 286.011, Florida Statutes, generally require full and public discussion of matters to be voted upon
by the Board of County Commissioners. CSK agrees to consult with the County Attorney's office
concerning the application of the Sunshine Law from time to time concerning specific circumstances that
may arise during the term of this Agreement.
17. FLORIDA PUBLIC RECORDS LAW
CSK agrees that, unless specifically exempted or excepted by Florida law or Rules and
Regulations of The Florida Bar, 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. CSK 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.
Public Records Compliance. CSK must comply with Florida public records laws, including but not
limited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The
COUNTY and CSK shall allow and permit reasonable access to, and inspection of, all documents,
records, papers, letters or other "public record" materials in its possession or under its control subject to
the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and CSK in
conjunction with this contract and related to contract performance. The County shall have the right to
unilaterally cancel this contract upon violation of this provision by the CSK. Failure of CSK to abide by
the terms of this provision shall be deemed a material breach of this contract and the COUNTY may
enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be
entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This provision
shall survive any termination or expiration of the contract.
CSK is encouraged to consult with its advisors about Florida Public Records Law in order to comply
with this provision.
Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the CSK is required to:
(1) Keep and maintain public records that would be required by the County to perform the service.
(2) Upon receipt from the County's custodian of records, provide the County with a copy of the
requested records or allow the records to be inspected or copied within a reasonable time at a cost that
does not exceed the cost provided in this chapter or as otherwise provided by law.
(3) Ensure that public records that are exempt or confidential and exempt from public records
disclosure requirements are not disclosed except as authorized by law for the duration of the contract term
and following completion of the contract if CSK does not transfer the records to the County.
(4) Upon completion of the contract, transfer, at no cost, to the County all public records in
possession of the ATTORNEY or keep and maintain public records that would be required by the County
to perform the service. If CSK transfers all public records to the County upon completion of the contract,
CSK shall destroy any duplicate public records that are exempt or confidential and exempt from public
records disclosure requirements. If CSK keeps and maintains public records upon completion of the
contract, CSK shall meet all applicable requirements for retaining public records. All records stored
electronically must be provided to the County, upon request from the County's custodian of records, in a
format that is compatible with the information technology systems of the County.
(5) A request to inspect or copy public records relating to a County contract must be made directly
to the County, but if the County does not possess the requested records, the County shall immediately
notify CSK of the request, and CSK must provide the records to the County or allow the records to be
inspected or copied within a reasonable time.
If CSK does not comply with the COUNTY's request for records, the COUNTY shall enforce the
public records contract provisions in accordance with the contract, notwithstanding the COUNTY's
option and right to unilaterally cancel this contract upon violation of this provision by CSK If CSK fails
to provide the public records to the County or pursuant to a valid public records request within a
reasonable time may be subject to penalties under section119.10, Florida Statutes.
CSK shall not transfer custody, release, alter, destroy or otherwise dispose of any public records
unless or otherwise provided in this provision or as otherwise provided by law.
IF THE ATTORNEY/CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION
OF CHAPTER 119, FLORIDA STATUTES, TO THE ATTORNEY/CONTRACTOR'S DUTY TO
PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE
CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY AT PHONE# 305-292-3470
BRADLEY-BRIAN(i�MONROECOUNTY-FL.GOV, MONROE COUNTY ATTORNEY'S
OFFICE 1111 12TH Street, SUITE 408, KEY WEST, FL 33040.
18. NO ASSIGNMENTS
CSK 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 deem 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.
19. TERMINATION
Either of the parties hereto may terminate this contract without cause by giving the other party
fifteen (15) business days written notice of its intention to do so.
19.1 Documents forwarded to COUNTY
CSK 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 CSK's representation of COUNTY or obtained due to
CSK's representation of COUNTY.
19.2 Restriction on Communications
CSK agrees not to communicate with the public, including the press, about COUNTY or about
this matter.
20. SEVERABILITY
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 CSK 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.
21. CAPTIONS
The captions set forth herein are for convenience of reference only and shall not define,
modify, or limit any of the terms hereof.
22. LEGAL OBLIGATIONS AND RESPONSIBILITIES; NON -DELEGATION OF
CONSTITUTIONAL OR STATUTORY DUTIES
This Agreement is not intended to relieve, nor shall it be construed as relieving, either the
COUNTY or CSK from any obligation or responsibility imposed upon each by law except to the extent of
actual and timely performance thereof by the other, in which case the performance may be offered in
satisfaction of the obligation or responsibility. Further this Agreement is not intended to authorize, nor
shall it be construed as authorizing, the delegation of the constitutional or statutory duties of the
COUNTY, except to the extent permitted by the Florida Constitution, state statutes, case law, and,
specifically, the provisions of Chapter 125, Florida Statutes.
23. RECORDS
CSK shall keep such records as are necessary to document the performance of its services as set
forth in the agreement and expenses as incurred, and give access to these records at the request of the
COUNTY, the State of Florida or authorized agents and representatives of said government bodies. It is
the responsibility of CSK to maintain appropriate records to insure a proper accounting of all collections
and remittances in this matter. CSK shall be responsible for repayment of any and all reasonable audit
exceptions which are identified by the Auditor General for the State of Florida, the Clerk of Court for
Monroe County, the Board of County Commissioners for Monroe County, or their agents and
representatives.
24. MONROE COUNTY CODE ETHICS PROVISION
CSK warrants that he or she has not employed, retained or otherwise had act on his behalf any
former COUNTY officer or employee in violation of Section 2 of Ordinance No. 10-1990 or any
COUNTY officer or employee in violation of Section 3 of Ordinance No. 10 1990. For breach or
violation of this provision the COUNTY may, at its discretion, terminate this Agreement without liability
and may also, at its discretion, deduct from the sums owed under the Agreement, or otherwise recover,
the full amount of any fee, commission, percentage, gift, or consideration paid to the former or present
COUNTY officer or employee. COUNTY employees and officers are required to comply with the
standards of conduct delineated in Section 112.313, Florida Statutes, regarding, but not limited to,
solicitation or acceptance of gifts, doing business with one's agency, unauthorized compensation, and
misuse of public position, conflicting employment or contractual relationship, and disclosure of certain
information.
25. PUBLIC ENTITY CRIME STATEMENT
Florida law provides that person or affiliate who has been placed on the convicted vendor list
following a conviction for public entity crime may not submit a bid on an agreement to provide any
goods or services to a public entity, may not submit a bid on a agreement with a public entity for the
construction or repair of a public building or public work, may not submit bids on leases of real property
to public entity, may not be awarded or perform work as a contractor, supplier, sub contractor, or
consultant under a agreement with any public entity, and may not transact business with any public entity
in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of
thirty-six (36) months from the date of being placed on the convicted vendor list. CSK warrants the
neither CSK nor any authorized time keeper has been named to the convicted vendor list.
26. ANTI -KICKBACK
CSK warrants that no person has been employed or retained to solicit or secure this Agreement
upon any contract or understanding for a commission, percentage, brokerage or contingent fee, and that
no employee or officer of the COUNTY has any interest, financially or otherwise, in this Agreement,
except as expressly stated herein. For breach or violation of this warranty, the COUNTY shall have the
right to annul this agreement without liability or, in its discretion, to deduct any sums to be paid by
COUNTY under this Agreement, or otherwise recover, the full amount of such commission, percentage,
brokerage or contingent fee.
27. MODIFICATIONS AND AMENDMENTS
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 CSK in the same
manner as this Agreement.
28. INDEPENDENT CONTRACTOR
At all times and for all purposes hereunder, CSK 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 CSK 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.
29. COMPLIANCE WITH LAW
In carrying out CSK's obligations under this agreement, CSK shall abide by all statutes,
ordinances, 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 ATTORNEY.
30. LICENSING
CSK warrants that CSK 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
permits whether federal, state, County or City.
31. NON-DISCRIMINATION
CSK agrees that he or she will not discriminate against any person, and it is expressly understood
that upon a determination by a court of competent jurisdiction that discrimination has occurred, this
Agreement automatically terminates without any further action on the part of any party, effective the date
of the court order. CSK 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 VI of the Civil
Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national
origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-
1686), which prohibits discrimination on 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 patent 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 Note), as maybe amended from time to time, relating to
nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 13, Article VI, which
prohibits discrimination on the basis of race, color, sex, religion, national origin, ancestry, sexual
orientation, gender identity or expression, familial status or age; 11) Any other nondiscrimination
provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this
Agreement.
32. NON -RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to
enforce or attempt to enforce any third -party claim or entitlement to or benefit of any service or program
contemplated hereunder, and the COUNTY and CSK agree that neither the COUNTY nor CSK or any
officer, agent, or employee of each shall have the authority to inform, counsel, or otherwise indicate that
any particular individual or group of individuals, entity or entities, have entitlements or benefits under
this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes
contemplated under this Agreement.
33. ATTESTATIONS
CSK agrees to execute such documents as the COUNTY may reasonable require, including a
Drug -Free Workplace Statement, and a Public Entity Crime Statement.
34. COUNTY AUTHORITY
This Agreement has been duly noticed at a legally held public meeting conducted in Monroe
County, Florida. COUNTY's performance and obligation to pay under this contract, is contingent upon
annual appropriation by the Board of County Commissioners.
35. HOLD HARMLESS AND INSURANCE
CSK certifies that it maintains a minimum professional liability coverage for CSK and additional
timekeepers in the amount of $5 Million. CSK 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.
36. NO PERSONAL LIABILITY
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.
37. EXECUTION IN COUNTERPARTS
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 same instrument and the COUNTY
and CSK may execute this Agreement by signing any such counterpart.
THE BOARD OF COUNTY COMMISSIONERS hereby approve the foregoing Agreement between
Monroe County and COLE, SCOTT & KISSANE, P.A.
(SEAL)
Attest: AMY HEAVIL,IN, Clerk
By:
Deputy Clerk
Date:
COLE, SCOTT & KISSANE, P.A.:
Shareholder and Authorized Representative
DATE:
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
Heather Carruthers, Mayor
06
EXHIBIT "A"
CL
AGREEMENT BETWEEN MONROE COUNTY AND
COLE, SCOTT & KISSANE, P.A.
THIS AGREEMENT, made and entered into this day of September, 2016, by and between
the BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA, ("COUNTY"), a
political subdivision of the State of Florida whose address is 1100 Simonton Street, Key West, Florida
33040, and COLE, SCOTT & KISSANE, P.A. ("CSK") regarding the retention of CSK by COUNTY to
provide legal representation, consultation, advice and services.
WHEREAS, it is in the public interest of COUNTY to have legal representation as set out below,
and
WHEREAS, CSK has agreed to provide legal representation, consultation, advice and services to
the COUNTY as set out below.
NOW THEREFORE, in consideration of the mutual covenants and provisions contained herein,
the parties agree as follows:
1. THE CLIENT
The Client is the COUNTY, acting by and through its duly elected and appointed officers and its
employees.
2. THE ATTORNEY
CSK is a professional association named above and whose legally authorized signature appears at the
bottom of this Agreement. CSK is licensed to practice law in Florida. CSK has been retained specifically
because CSK has hired Chris Ambrosio who was an Assistant County Attorney in the County
Attorney's Office to be an associate attorney at CSK. Mr. Ambrosio's legal services are desired by the
COUNTY in ensuring that there is no gap in representation and consistency on the matters he handled
while employed with the COUNTY. CSK may not outsource this work without full written disclosure to,
and prior written approval from, the COUNTY acting through the County Attorney.
3. TERM OF AGREEMENT
This Agreement and representation by CSK is effective upon execution by CSK and acceptance
and approval by COUNTY in accordance with COUNTY's policies, ordinances, or governing statutes.
The representation shall continue for a period of six months from the date of execution by the second
party unless terminated in less than six months by either the COUNTY, or by CSK in accordance with
ethical requirements and/or the terms of this Agreement. This Agreement may be extended with written
approval of CSK and the County Attorney.
4. SCOPE OF THE WORK
CSK representation is limited to providing legal consultation, advice and services to COUNTY in
connection with the matters and types of matters previously handled by Mr. Ambrosio while he was
employed as an Assistant County Attorney. Mr. Ambrosio is expected to consult and advise the
COUNTY staff on matters he previously handled and on the types of matters he previously handled and
assist with the training of his replacement attorney. .
4.1 Professional ability to perform work, appointment of contract manager
CSK warrants that Chris Ambrosio is authorized by law to engage in the performance of the
activities herein described, subject to the terms and conditions set forth in these contract documents.
Chris Ambrosio shall be the contract manager for each matter and the contract manager shall at all times
exercise independent, professional judgment and shall assume professional responsibility for the services
to be provided. CSK warrants that the authorized time keepers are authorized by law and the Rules and
Regulations of The Florida Bar to engage in the performance of the activities encompassed by this
Agreement.
4.2 Management of time keepers
CSK is responsible for managing the matter cost-effectively and competently, e.g., by insuring
that additional time -keepers are competent, properly supervised, efficient, and in compliance with the
terms of this Agreement as well as with all ethical obligations set forth in the Rules of Professional
Responsibility of the Florida Bar.
5. REVIEW OF ETHICAL OBLIGATIONS AND POTENTIAL CONFLICTS OF INTEREST
BEFORE INITIATING REPRESENTATION
CSK has conducted a thorough investigation and determined that CSK has no ethical impediment, real
or potential, including but not Iimited to conflicts of interest, to representing COUNTY. To the extent that
any ethical impediment, real or potential, is discovered or ever arises, CSK shall immediately inform
COUNTY in writing of the impediment (regardless of whether CSK believes it has taken all steps necessary to
avoid the impediment and regardless of whether CSK believes that the impediment is insubstantial or
questionable), make full disclosure of the situation to COUNTY, obtain the County Commission's express,
written consent to continue the representation of the other client, and take all other reasonable steps to avoid or
mitigate the impediment. Notwithstanding the foregoing, COUNTY understands and agrees that CSK may in the
future — after this agreement has terminated - represent clients before and against the COUNTY in unrelated
matters.
6. PAYMENTS TO ATTORNEY
CSK shall submit to COUNTY invoices with supporting documentation acceptable to the Clerk
on a schedule as set forth in the contract. The total dollar amount of this contract shall not exceed
$50,000.00 without prior approval for the County Commission. Acceptability to the Clerk is based on
generally accepted accounting principles and such laws, rules and regulations as may govern the Clerk's
disbursal of funds. All services provided with respect to this agreement will be billed on a current basis
with monthly invoices sent to you that will contain full detail as to the specific effort, hourly rates, and
reimbursable expenses incurred by CSK on COUNTY's behalf.
6.1 Attorney Fee (Hourly)
CSK will be paid for legal services based on the number of hours expended on behalf of COUNTY
(rounded to the nearest tenth hour for each time entry), not to include time billable to or compensated by
other clients, multiplied by CSK's hourly rate. The following minimum billing documentation and time-
keeper requirements are a condition precedent to payment by the COUNTY.
6.2. Non -billable time
CSK will bill COUNTY only for time reasonably and necessarily incurred to render professional services
on COUNTY's behalf in accordance with this Agreement. Time attributable to billing questions is not
biIIable. Time expended by time -keepers who have not been approved by COUNTY is also not billable.
6.3. Hourly_ Rates, and Changes to hourly rates
CSK has agreed to rates as more fully set forth below:
Approved Time Keepers:
Name:
Chris Ambrosio
Hourly Rate:
$200.00
With the written approval of the County Attorney, additional time keepers may be
utilized by CSK and billed at the following rates:
Partners
$300
Associates
$200
Paralegals
$110
CSK will charge no more than the hourly rate quoted above throughout the duration of the matter,
unless otherwise agreed in writing and approved by COUNTY in the same manner as Agreement. The
hourly rate to be changed by the lawyers and paralegals are reviewed annually and should CSK determine
that a rate adjustment is warranted for this engagement the COUNTY will be notified in advance of any
change.
6.4. Discounts to other Clients
The rates set forth above are those current hourly rates charged to some other governmental
clients of CSK. CSK does not have a singular government rate that is applied to all governmental entities
who may be a client of CSK, but agrees that if CSK creates a special government rate for the time keepers
set forth herein or subsequently approved, that rate shall apply to COUNTY in this matter.
6.5. Time keepers
As used in this Agreement, the term "time keeper" shall include CSK attorneys and staff
identified in paragraph 6.3 of this Agreement who will be providing services under this Agreement and
who will bill the COUNTY for their services in accordance with this Agreement.
6.51. Duplication of effort
Unless COUNTY approval is obtained, CSK will not have more than one time -keeper bill for
court appearances, attendance at depositions and meetings, including meetings with COUNTY
representatives, and internal conferences. However, with advance COUNTY approval, CSK may have
more than one time -keeper present at the administrative hearing in this matter and each attorney and
timekeeper shall be paid at their rate established in paragraph number 6.3. In the event that more than one
person attends, only the time of the person with the highest rate will be billable. CSK is not permitted to
use this matter to provide on the job training for a time -keeper.
Approval for action on the part of CSK may be accomplished by letter, email, or verbally by the
County Attorney or his/her designee, if verbal approval is given the attorney may verify that approval by
email to CSK or CLERK (as necessary for billing purposes).
6.5.2. Time-kce er changes
Time -keepers approved by the COUNTY are listed in paragraph 6.3 of this Agreement, and may be,
amended from time to time, upon mutual agreement of the COUNTY and CSK, to evidence the then -current
circumstances. Additional time -keepers may be added by amendment to this agreement and approval by the
Board of County Commissioners. In the event that additional time -keepers providing services, which are to be
billed to COUNTY, are to be added, then their hourly rates shall be provided to COUNTY in advance, and, upon
written approval by the COUNTY, their rates and billing practices shall comply with the requirements of this
Agreement. COUNTY expects to receive discounts or other concessions so that any increases or
changes in time -keepers will not result in unnecessary or unreasonable charges to COUNTY, e.g., for
training, internal conferences, and management.
6.6. Existing work product
To the extent CSK makes use of existing work product, e.g., in the form of research previously
performed for another client, then CSK shall bill only that time expended in using that work product for
COUNTY. In other words, no premium, markup, or other adjustment shall be made to COUNTY bill for
time spent on work already performed.
7. BILLING OF FEES AND EXPENSES
CSK shall comply with the following requirements as to billing fees and expenses as a condition
precedent to COUNTY's obligation to pay each bill:
7.1. Monthly bills
Unless otherwise agreed in a writing signed by the COUNTY, bills shall be issued monthly by CSK
within fifteen (15) days after the close of each month. CSK understands that COUNTY requires prompt
bills in part to facilitate effective management of the representation and fees.
7.2. Bill format
CSK shall provide detailed, itemized bills which shall, at a minimum:
7.2.1 Description
Provide a general description of the matter, to include the name of the COUNTY department, if
not indicated in the title of the matter, for which legal services are being performed ; 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, the services
performed, the project or task each service relates to, the subject and purpose of each service, and the
names of others who were present or communicated with in the course of performing the service. 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.
7.2.2 Personnel
Clearly identify each timekeeper performing services in conjunction with each entry. Clearly
identify all persons who are not full-time lawyers employed by CSK (including paralegals, employees of
CSK with their titles, subcontractors, independent contractors, temporary employees, and outsourcing
providers). Personnel who are not listed as additional timekeepers will not be paid unless approved in
writing under the requirements of this Agreement.
7.2.3 Time Records
Record the time expended by each time -keeper separately. In those situations where the minimum
billing increment exceeds the actual time spent on a task and several of these "minor" tasks are
performed, it is expected that the services will be aggregated until the total actual time spent meets the
minimum billing increment.
7.2.4 Totals and By Task
State the amount of time expended by each time -keeper broken down for each task.
7.3. Expenses
COUNTY will pay the actual, reasonable cost of the following expense items if incurred in
accordance with the guidelines below (a copy of the form used by the County is provided for your
convenience as "Exhibit A") and promptly itemized in CSK's monthly bill:
7.3.1 Reimbursable expenses
Actual cost for necessary long distance telephone calls, telecopying at $.25 per outgoing page,
overnight or expedited delivery, couriers, photocopying at $.15 per page, postage, court fees, and other
expenses approved in advance by COUNTY. In order to receive reimbursement Attorney must attach
copy of invoice from overnight or expedited delivery, couriers, long distance carriers and indicating
which calls are related to this agreement. All charges shall be reasonably documented on invoices to
demonstrate that the charge is related to this agreement.
7.3.1.1. Expedited or emergency services
CSK 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 extremely short deadlines. COUNTY may refuse to pay for any such expenses when
incurred routinely or because of CSK's failure to manage the matter efficiently.
7.3.1.2. Computerized research
CSK is expected to use computerized research services cost-effectively to reduce time spent on
research, for example, while closely -monitoring computerized research to insure that the charges are
reasonable and necessary. CSK is expected to pass through to COUNTY any discounts or other
arrangements that reduce the cost of computerized services. All charges shall be reasonably documented
on invoices to demonstrate that the charge is related to this agreement.
7.3.1.3. Photocopying
CSK is encouraged to use outside copying services if this will reduce the cost of large -volume
copying, provided that these expenses are efficient, cost-effective, and incurred and billed in accordance
with this Agreement. CSK is responsible for insuring that all copying complies with copyright
obligations. All charges shall be documented on invoices to demonstrate that the charge is related to this
agreement.
7.3.1.4. Transcripts
Transcripts should not be ordered without prior approval from COUNTY. Transcripts should not
be ordered on an expedited basis unless necessary and approved in advance by COUNTY. CSK should
obtain digital electronic/computerized copies of transcripts when available at a reasonable cost to avoid
charging for time spent digesting or indexing transcripts, and to allow COUNTY to maintain a digital
electron icicomputerized database of all transcripts.
7.3.1.5 Travel Expenses
Travel expenses outside the local area may only be reimbursed if the travel was approved in
advance by COUNTY. 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, and the cost
of transportation while out of town (e.g., by cab or rental car, whichever is reasonable, at the lowest
available rate). Cab fare to and from the originating airport is reimbursable. Expenses will be reimbursed
in accordance with the applicable provisions of Florida Statute 112.061 for "approved travelers" and of
the Monroe County Code Article XXVI and shall be summarized on the Monroe County Travel Form by
CSK with all applicable receipts attached thereto ("See Exhibit A").
7.3.1.6 Travel Time
Time spent in transit outside Attorney's local area may be billed only if CSK or time -keeper is
unable to avoid traveling by using other forms of communication or it is determined by the County
Attorney that travel is in the County's best interest. Travel by more than one time -keeper at the same time
to the same destination is allowed with approval from County Attorney. In order to be reimbursed for
airline tickets, the boarding pass shall be attached to the invoice.
Approved travel time during normal business hours, defined weekdays from 8:30 a.m. to 6:00
p.m., will be billed at the hourly rate listed for the timekeeper in paragraph 6.3 of this Agreement.
Approved travel time outside of normal business hours will be billed at one-half the hourly rate listed for
the timekeeper in paragraph 6.3 of this Agreement.
7.3.2. Non -reimbursable expenses
The following expenses will in no event be reimbursable without written approval by County
Attorney and approval by the Board of County Commissioners:
7.3.2.1. Personal and Office Costs
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, periodicals or other library materials, internal filing or other document handling charges,
clerical expenses, stationery and other supply expenses, utilities, and any other expense that is either
unreasonable or unnecessary. (The fact that CSK charges other clients or that other firms charge their
clients for an expense does not make it reasonable or necessary under this Agreement.)
7.3.2.2. Experts consultants, support services, outsourced services, etc.
CSK is not authorized to retain experts, additional counsel, consultants, support services, or the
Iike, outside of CSK, without approval by County Attorney. If agreed to CSK will be responsible for
selecting and managing the services of others so that their services and expenses will be rendered in
accordance with the terms of this Agreement, including terms applicable to CSK. CSK will manage
others to obtain cost-effective services for COUNTY. Unless otherwise agreed in writing, CSK shall
obtain a written retainer agreement, in a form which may be specified by COUNTY, from each
service provider, with bills from each provider being sent to both CSK and COUNTY.
7.3.2.3 Temporary Staffing
CSK will not bill COUNTY for the time and expenses of temporary employees, including so-
called "Temps" or contract ATTORNEYS or other staff from outside companies, nor "outsource" or
delegate work, nor charge for summer associates, law clerks, or student clerks, (collectively "temporary
staff' even if not temporarily employed) without full advance disclosure of the employee's temporary or
short-term status to COUNTY, including disclosure of the actual amount paid or to be paid to the
individual. Unless COUNTY expressly agrees in writing to paying additional amounts after full
disclosure by CSK, CSK may not charge COUNTY more than the actual cost paid by CSK.
7.3.2.4. Expenses not passed through at actual cost
COUNTY will not pay any markup for expenses. COUNTY will only reimburse the CSK for
their actual approved out-of-pocket costs and expenses, whether incurred personally by an approved time-
keeper or incurred by other approved personnel (such as experts, consultants, support services personnel,
or outsourced services personnel).
7.3.2.5. Overhead not charged to County
COUNTY will not pay for any "expense" items that are in fact part of CSK's overhead, which
should be included within CSK's fee, the determination of which expenses fall into this category are
strictly within the discretion of the COUNTY.
7.3.3. Advance approval of expenses
CSK shall obtain approval from County Attorney before incurring any expense in excess of
$1,000.00 if CSK expects to be reimbursed for that expense. COUNTY, in its discretion, may refuse to
pay any expense for which approval was not obtained by CSK.
7.3.4. Copies of receipts for expenses
CSK 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 CSK.
7.3.5. Expenses (and feed after termination
Upon termination of the representation, CSK shall promptly bill COUNTY for any remaining
reimbursable expenses and fees. COUNTY may refuse to pay any fees or expenses not billed within 45
days of termination of the representation. CSK is also expected to cooperate promptly with all aspects of
termination and, if applicable, transition to other counsel. Payment for fees and expenses is contingent
upon prompt, full cooperation.
7.4. Bill and expense documentation
CSK must maintain supporting documentation for invoices until at least one year after the
termination of the representation. This documentation shall be made available by CSK to COUNTY (or
COUNTY's designated representative, including an accountant, the County Clerk or County CIerk's
representative, or legal bill auditor) upon COUNTY'S written request. ATTORNEY agrees to cooperate
with any examination of this documentation and ATTORNEY'S fees and expenses, e.g., by responding
promptly and completely to any questions COUNTY or its designated representative may have. CSK
shall notify COUNTY in writing at Ieast 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 CSK for expense
items generated by CSK or his or her firm. COUNTY reserves the right not to pay any fee or expense
item for which sufficient documentation or expense item for which sufficient documentation is not
available to determine whether the item was necessary and reasonable.
7.5 Entertainment
CSK shall not be reimbursed for costs of entertainment, such as in room movies and alcoholic
beverages. Furthermore, only meals for CSK and/or approved timekeeper shall be reimbursed in
accordance with the provisions in this Agreement.
S. PAYMENT TERMS
CSK's request for payments and reimbursements may be made in the name of CSK, as
appropriate. CSK bills complying with this Agreement are due and payable according to the Prompt
Payment Act. If the bill materially fails to comply with the requirements of this Agreement, then it is not
due and payable until CSK remedies its deficiencies.
9. MATTER MANAGEMENT
COUNTY will expect that all communications between CSK, and additional timekeepers, and
COUNTY will be reviewed by CSK and that CSK will serve as the point of contact for this matter,
including billing questions. The COUNTY contact for this Agreement shall be:
Robert Shillinger, Esq.
Monroe County Attorney
1 111 120' Street, Suite 408
Key West, Florida 33040
(305) 292-3470 (office)
(305) 292-3516 (facsimile)
Shillin eg r-Bob@monroecounty-fl.gov
9.1. Case monitoring
COUNTY will be advised promptly by CSK of all significant facts and developments in the
matter so that COUNTY may manage the matter effectively and make informed decisions about strategy,
tactics, settlement, scheduling, costs, and other related matters. COUNTY will promptly receive from
CSK copies of all orders, opinions, pleadings, briefs, memoranda (internal and externaI), correspondence,
and any other document material to the subject matter of this Agreement, such that the COUNTY will
have a current, up-to-date, "mirror" copy of the COUNTY's file maintained by CSK. For discovery
materials or exhibits that are lengthy, CSK should discuss them with COUNTY before providing a copy.
Documents available in digital electronic/computerized form should be provided in that form in lieu of
paper copies, if requested by COUNTY. Additionally, CSK may be required to submit, on a monthly
basis, a case status and progress report to be submitted to the Board of County Commissioners. The
format of the report shall be in the form required by the County Attorney.
9.2. Case control
CSK shall discuss all significant issues of strategy and tactics, including motions, discovery,
pleadings, briefs, trial preparation, experts, and settlement, with COUNTY before implementation. CSK
is expected to exercise independent professional judgment.
9.3. ATTORNEY cooperation
CSK will cooperate with COUNTY or COUNTY's representatives to promptly provide all
information COUNTY requests or needs about the subject matter of this Agreement and CSK's bills and
handling of the matter.
9.4. COUNTY cooperation
CSK shall be lead counsel on the matter; however, CSK agrees that the lawyers employed by the
Monroe County Attorney's Office may enter an appearance as co -counsel in the matter. CSK should
consult with COUNTY about all opportunities for COUNTY to save money or make use of COUNTY's
expertise to assist in, e.g., responding to discovery, preparing for trial, locating experts, and the like.
COUNTY may also have personnel and facilities available to reduce the expenses related to the subject
matter of this Agreement.
10. CONFIDENTIALITY AND PUBLIC RELATIONS
CSK is not authorized to waive or release any privilege or other protection of information —
confidential, secret, or otherwise — obtained from or on behalf of COUNTY. CSK is to keep all
confidential, privileged, or secret information confidential. This requirement is perpetual, i.e., it will
continue even after the termination of the relationship and this Agreement.
10.1 Prohibition against use of information
This requirement is also intended to prohibit CSK from using information obtained from or on
behalf of COUNTY, including work product prepared at COUNTY's expense, for other clients of CSK or
his or her firm, without COUNTY's advance written approval.
10.2 No use of County for marketing purposes
CSK is not authorized to identify COUNTY for purposes of marketing or advertising, without
COUNTY's approval.
11. OWNERSHIP OF ATTORNEY FILES AND WORK PRODUCT
CSK understands that all files and work product prepared by CSK at the expense of COUNTY (or
for which COUNTY is otherwise billed) is the property of COUNTY. Without COUNTY's written
approval, this work product may not be used by CSK or his or her firm nor disclosed by CSK or his or her
firm to others, except in the normal course of CSK's representation of COUNTY in this matter. CSK
agrees that COUNTY owns all rights, including copyrights, to materials prepared by COUNTY or by
CSK on behalf of COUNTY. CSK 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 (with COUNTY responsible for paying the actual cost of
storage). CSK shall provide COUNTY with prompt access to (including the ability to make copies of) all
CSK files and work product, regardless of whether the representation or matter is ongoing and whether
CSK fees and expenses have been paid in full.
12. DISPUTE RESOLUTION
CSK and COUNTY agree that if a dispute arises between them that neither shall be required to
enter into any arbitration proceedings related to this Agreement.
12.1. Disputes regarding Attorney fees or expenses
CSK and COUNTY agree that all disputes regarding CSK's fees or expenses are to be resolved
pursuant to the procedures and practices for mediation by the Attorney Consumer Assistance Program of
the Florida Bar.
12.2. Disputes regarding interpretation
COUNTY and CSK agree that all disputes and disagreements between them regarding
interpretation of the Agreement shall be attempted to be resolved by a meet and confer session between
representatives of COUNTY and CSK. If the issue or issues are still not resolved to the satisfaction of
both within thirty (30) days after the meet and confer session, then either shall have the right to terminate
the Agreement upon ten (10) business days notice in writing to the other party.
12.3 Legal or Administrative procedures
In the event any administrative or legal proceeding is instituted against either the COUNTY or
CSK relating to the formation, execution, performance, or breach of this Agreement, the COUNTY and
CSK each agree to participate, to the extent required by the other, in all proceedings, hearings,
processes, meetings, and other activities related to the substance of this Agreement; institution of any
administrative or legal proceeding shall constitute immediate termination of this Agreement. CSK agrees
to forward copies of all documents in his or her possession related to the matter, which is the subject of this
Agreement to COUNTY at the time of filing any administrative or legal proceeding.
12.4 CSK's Fees and Costs
In the event any administrative proceeding or cause of action is initiated or defended by the
COUNTY or CSK relative to the enforcement or interpretation of this Agreement, the prevailing party
shall be entitled to an award of reasonable CSK's fees, and court costs, as an award against the non -
prevailing party, and shall include reasonable CSK's fees, and court costs in appellate proceedings.
Mediation proceedings initiated and conducted pursuant to this Agreement or as may be required
by a court of competent jurisdiction shall be conducted in accordance with the Florida Rules of Civil
Procedure and the usual and customary procedures required by the circuit court of Monroe County and
shall take place in Monroe County.
13. 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 COUNTY
County Administrator and County Attorney
1100 Simonton Street PO Box 1026
Key West, FL 33040 Key West, FL 33040
FOR CSK
Johnson K. Thomas
Cole Scott & Kissane, P.A.
9150 South Dadeland Boulevard, Suite 1400
Miami, Florida 33156
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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.
15. ENTIRE AGREEMENT
The entire agreement between the COUNTY and CSK with respect to the subject matter hereof is
contained in this Agreement. This Agreement supersedes all oral and written proposals and
communications between the COUNTY and CSK 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.
16. FLORIDA GOVERNMENT -IN -THE -SUNSHINE LAW
CSK agrees that, unless specifically exempted or excepted by Florida Iaw, the provisions of
Section 286.011, Florida Statutes, generally require full and public discussion of matters to be voted upon
by the Board of County Commissioners. CSK agrees to consult with the County Attorney's office
concerning the application of the Sunshine Law from time to time concerning specific circumstances that
may arise during the term of this Agreement.
17. FLORIDA PUBLIC RECORDS LAW
CSK agrees that, unless specifically exempted or excepted by Florida law or Rules and
Regulations of The Florida Bar, 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. CSK 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.
Public Records Compliance. CSK must comply with Florida public records laws, including but not
Iimited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The
COUNTY and CSK shall allow and permit reasonable access to, and inspection of, all documents,
records, papers, letters or other "public record" materials in its possession or under its control subject to
the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and CSK in
conjunction with this contract and related to contract performance. The County shall have the right to
unilaterally cancel this contract upon violation of this provision by the CSK. Failure of CSK to abide by
the terms of this provision shall be deemed a material breach of this contract and the COUNTY may
enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be
entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This provision
shall survive any termination or expiration of the contract.
CSK is encouraged to consult with its advisors about Florida Public Records Law in order to comply
with this provision.
Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the CSK is required to:
(1) Keep and maintain public records that would be required by the County to perform the service.
(2) Upon receipt from the County's custodian of records, provide the County with a copy of the
requested records or allow the records to be inspected or copied within a reasonable time at a cost that
does not exceed the cost provided in this chapter or as otherwise provided by law.
(3) Ensure that public records that are exempt or confidential and exempt from public records
disclosure requirements are not disclosed except as authorized by law for the duration of the contract term
and following completion of the contract if CSK does not transfer the records to the County.
(4) Upon completion of the contract, transfer, at no cost, to the County all public records in
possession of the ATTORNEY or keep and maintain public records that would be required by the County
to perform the service. If CSK transfers all public records to the County upon completion of the contract,
CSK shall destroy any duplicate public records that are exempt or confidential and exempt from public
records disclosure requirements. If CSK keeps and maintains public records upon completion of the
contract, CSK shall meet all applicable requirements for retaining public records. All records stored
electronically must be provided to the County, upon request from the County's custodian of records, in a
format that is compatible with the information technology systems of the County.
(5) A request to inspect or copy public records relating to a County contract must be made directly
to the County, but if the County does not possess the requested records, the County shall immediately
notify CSK of the request, and CSK must provide the records to the County or allow the records to be
inspected or copied within a reasonable time.
If CSK does not comply with the COUNTY's request for records, the COUNTY shall enforce the
public records contract provisions in accordance with the contract, notwithstanding the COUNTY's
option and right to unilaterally cancel this contract upon violation of this provision by CSK. If CSK fails
to provide the public records to the County or pursuant to a valid public records request within a
reasonable time may be subject to penalties under section 119. 10, Florida Statutes.
CSK shall not transfer custody, release, alter, destroy or otherwise dispose of any public records
unless or otherwise provided in this provision or as otherwise provided by law.
IF THE ATTORNEY/CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION
OF CHAPTER 119 FLORIDA STATUTES TO THE ATTORNEWCONTRACTOR'S DUTY TO
PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE
CUSTODIAN OF PUBLIC RECORDS BRIAN BRADLEY AT PHONE# 305-292-3470
BRADLEY BRIAN MONROECOUNTY-FL.GOV MONROE COUNTY ATTORNEY'S
OFFICE 1111 12T" Street SUITE 408 KEY WEST FL 33040.
18. NO ASSIGNMENTS
CSK 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 deem 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.
19. TERMINATION
Either of the parties hereto may terminate this contract without cause by giving the other party
fifteen (15) business days written notice of its intention to do so.
19.1 Documents forwarded to COUNTY
CSK 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 CSK's representation of COUNTY or obtained due to
CSK's representation of COUNTY.
19.2 Restriction on Communications
CSK agrees not to communicate with the public, including the press, about COUNTY or about
this matter.
0ZI�3-+j :::: 1 ilT�ill `I
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 CSK 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.
21. CAPTIONS
The captions set forth herein are for convenience of reference only and shall not define,
modify, or limit any of the terms hereof.
22. LEGAL OBLIGATIONS AND RESPONSIBIILITIES• NON -DELEGATION OF
CONSTITUTIONAL OR STATUTORY DUTIES
This Agreement is not intended to relieve, nor shall it be construed as relieving, either the
COUNTY or CSK from any obligation or responsibility imposed upon each by law except to the extent of
actual and timely performance thereof by the other, in which case the performance may be offered in
satisfaction of the obligation or responsibility. Further this Agreement is not intended to authorize, nor
shall it be construed as authorizing, the delegation of the constitutional or statutory duties of the
COUNTY, except to the extent permitted by the Florida Constitution, state statutes, case law, and,
specifically, the provisions of Chapter 125, Florida Statutes.
23. RECORDS
CSK shall keep such records as are necessary to document the performance of its services as set
forth in the agreement and expenses as incurred, and give access to these records at the request of the
COUNTY, the State of Florida or authorized agents and representatives of said government bodies. It is
the responsibility of CSK to maintain appropriate records to insure a proper accounting of all collections
and remittances in this matter. CSK shall be responsible for repayment of any and all reasonable audit
exceptions which are identified by the Auditor General for the State of Florida, the Clerk of Court for
Monroe County, the Board of County Commissioners for Monroe County, or their agents and
representatives.
24. MONROE COUNTY CODE ETHICS PROVISION
CSK warrants that he or she has not employed, retained or otherwise had act on his behalf any
former COUNTY officer or employee in violation of Section 2 of Ordinance No. 10-1990 or any
COUNTY officer or employee in violation of Section 3 of Ordinance No. 10 1990. For breach or
violation of this provision the COUNTY may, at its discretion, terminate this Agreement without Iiability
and may also, at its discretion, deduct from the sums owed under the Agreement, or otherwise recover,
the full amount of any fee, commission, percentage, gift, or consideration paid to the former or present
COUNTY officer or employee. COUNTY employees and officers are required to comply with the
standards of conduct delineated in Section 112.313, Florida Statutes, regarding, but not limited to,
solicitation or acceptance of gifts, doing business with one's agency, unauthorized compensation, and
misuse of public position, conflicting employment or contractual relationship, and disclosure of certain
information.
25. PUBLIC ENTITY CRIME STATEMENT
Florida law provides that person or affiliate who has been placed on the convicted vendor list
following a conviction for public entity crime may not submit a bid on an agreement to provide any
goods or services to a public entity, may not submit a bid on a agreement with a public entity for the
construction or repair of a public building or public work, may not submit bids on leases of real property
to public entity, may not be awarded or perform work as a contractor, supplier, sub contractor, or
consultant under a agreement with any public entity, and may not transact business with any public entity
in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of
thirty-six (36) months from the date of being placed on the convicted vendor list. CSK warrants the
neither CSK nor any authorized time keeper has been named to the convicted vendor list.
26. ANTI -KICKBACK
CSK warrants that no person has been employed or retained to solicit or secure this Agreement
upon any contract or understanding for a commission, percentage, brokerage or contingent fee, and that
no employee or officer of the COUNTY has any interest, financially or otherwise, in this Agreement,
except as expressly stated herein. For breach or violation of this warranty, the COUNTY shall have the
right to annul this agreement without liability or, in its discretion, to deduct any sums to be paid by
COUNTY under this Agreement, or otherwise recover, the full amount of such commission, percentage,
brokerage or contingent fee.
46to] 1]1W1604Y1IW&VVI17;3u1DIN 1331WiK
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 CSK in the same
manner as this Agreement.
28. INDEPENDENT CONTRACTOR
At all times and for all purposes hereunder, CSK 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 CSK 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.
29. COMPLIANCE WITH LAW
In carrying out CSK's obligations under this agreement, CSK shall abide by all statutes,
ordinances, 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 shaII entitle COUNTY to terminate this
Agreement immediately upon delivery of written notice of termination to ATTORNEY.
30. LICENSING
CSK warrants that CSK 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
permits whether federal, state, County or City.
31. NON-DISCRDUNATION
CSK agrees that he or she will not discriminate against any person, and it is expressly understood
that upon a determination by a court of competent jurisdiction that discrimination has occurred, this
Agreement automatically terminates without any further action on the part of any party, effective the date
of the court order. CSK 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 VI of the Civil
Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national
origin; 2) TitIe IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-
1686), which prohibits discrimination on 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 patent records; 8) Title VIH 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 Note), as maybe amended from time to time, relating to
nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 13, Article VI, which
prohibits discrimination on the basis of race, color, sex, religion, national origin, ancestry, sexual
orientation, gender identity or expression, familial status or age; 11) Any other nondiscrimination
provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this
Agreement.
32. NON -RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to
enforce or attempt to enforce any third -party claim or entitlement to or benefit of any service or program
contemplated hereunder, and the COUNTY and CSK agree that neither the COUNTY nor CSK or any
officer, agent, or employee of each shall have the authority to inform, counsel, or otherwise indicate that
any particular individual or group of individuals, entity or entities, have entitlements or benefits under
this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes
contemplated under this Agreement.
33. ATTESTATIONS
CSK agrees to execute such documents as the COUNTY may reasonable require, including a
Drug -Free Workplace Statement, and a Public Entity Crime Statement.
34. COUNTY AUTHORITY
This Agreement has been duly noticed at a legally held public meeting conducted in Monroe
County, Florida. COUNTY's performance and obligation to pay under this contract, is contingent upon
annual appropriation by the Board of County Commissioners.
35. HOLD HARMLESS AND INSURANCE
CSK certifies that it maintains a minimum professional liability coverage for CSK and additional
timekeepers in the amount of $5 Million. CSK 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.
36. NO PERSONAL LIABILITY
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.
37. EXECUTION IN COUNTERPARTS
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 same instrument and the COUNTY
and CSK may execute this Agreement by signing any such counterpart.
38. EXECUTION BY COUNTY ATTORNEY
Due to litigation, court scheduling constraints and in order to allow CSK to begin representation
in a timely manner this agreement may be executed by the County Attorney prior to final approval of the
Board of County Commissioners; in the event that the agreement is not approved by the Board of County
Commissioners, CSK shall submit an invoice for the time and expenses incurred from the date of
execution by the County Attorney until the Board of County Commissioners voted not to approve this
Agreement.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and date
first written above.
By:
Robert B. Shillinger
County Attorney or Monroe County, Florida
Date:
THE BOARD OF COUNTY COMMISSIONERS hereby ratify the foregoing Agreement between
Monroe County and COLE, SCOTT & KISSANE, P.A.
(SEAL)
Attest: AMY HEAVILIN, Clerk
By:
Deputy Clerk
Date:
COLE, SCOTT & KISSAI
By:
Daniel J. Kissane,
Authorized Revre
P.A..
DATE: _ 1� " 1 3- 14
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By:
Mayor
44y.)g JIEHM:l