FY2001 11/21/2000
11Bannp 1... itolbagt
BRANCH OFFICE
3117 OVERSEAS mGHWAY
MARATHON, FLORIDA 33050
TEL. (305) 289-6027
FAX (305) 289-1745
CLERK OF TIlE CIRCUIT COURT
MONROE COUNTY
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3660
BRANCH OFFICE
88820 OVERSEAS mGHWAY
PLANTATION KEY, FLORIDA 33070
TEL. (305) 852-7145
FAX (305) 852-7146
MEMORANDUM
DATE:
November 30, 2000
TO:
Jennifer Hill, Budget Director
Office of Management & Budget
FROM:
Dave Owens
Grants Administrator
pam~aG.Hanco~
Deputy Clerk U
A TIN:
At the November 21,2000, Board of County Commissioner's meeting the Board granted
approval and authorized execution of the following:
Fiscal Year 2001 Funds Agreement between Monroe County and Historic Florida Keys
Foundation, Inc. to provide funding.
Fiscal Year 2001 Human Organization Agreement between Monroe County and the
following:
Greater Miami and Keys American Red Cross
Big Brothers-Big Sisters of Monroe County, Florida
Caring Friends for Seniors, Inc.
Domestic Abuse Shelter, Inc.
Florida Keys Children's Shelter, Inc.
Florida Keys Outreach Coalition, Inc.
U.S. Fellowship of Florida, Inc. alkJa Heron and Heron/Peacock
Hospice of the Florida Keys, Inc.
Literacy Volunteers of America - Monroe County, Inc.
Monroe Association for Retarded Citizens
Wesley House
Fiscal Year 2001 Funds Agreement between Monroe County and Monroe Council of the
Arts to provide funding.
Enclosed please find a duplicate original of each Agreement for your handling. Should
you have any questions please feel free to contact this office.
Cc: County Administrator wlo documents
County Attorney
Finance
File
FUNDS AGREEMENT
MCAC
THIS AGREEMENT is made and entered this U~ day of Nt) VE. M (f F P ,
2000 by and between MONROE COUNTY, a political subdivision of the State of Florida, whose
address is 5100 College Road, PSB Wing II, Stock Island, Key West, FL 33040, hereinafter
referred to as "COUNTY," and Monroe Council for the Arts Corporation, Inc., whose address is
P.O. Box 717, Key West, FL 33040, hereinafter referred to as "MCAC."
WHEREAS, the COUNTY is in need of an implementing agency to develop, coordinate and
promote the arts in Monroe County, Florida and surrounding areas; and
WHEREAS, MCAC is the sole provider of this program; and
WHEREAS, the COUNTY has agreed to disburse Funds to MCAC in accordance with the
COUNTY's budgetary procedures, now therefore,
IN CONSIDERATION of the mutual promises and covenants contained herein, it is agreed:
1. TERM. The term of this Agreement is from October 1, 2000, through September
30, 2001, the date of the signature by the parties notwithstanding, unless earlier terminated as
provided herein.
2. SERVICES. MCAC will provide services to develop, coordinate, and promote the
arts in Monroe County, Florida and surrounding areas, specifically to promote artists, arts and
cultural organizations, stimulate government, business and public recognition of the importance
of the arts, to develop funding sources, to encourage participation, to facilitate arts in education,
to survey needs and plan of growth for the arts and to provide cultural opport~iti~ o~r4!5.e
unavailable. -" O--n
;Un rT1 d
0, c->
3. AMOUNT OF AGREEMENT. The Board, in consideration of MC~(rbstantiaJ.{Y
performing the services set forth above, shall pay to MCAC the total of $~O fOr FJE
September 30, 2001. ~?5~=: P; :-:J
~ CJ r- ,Jo. fTi
4. PAYMENT. Payment will be paid periodically, but no more r~q~tl~th~
monthly as hereinafter set forth. Reimbursement requests will be submitted t~~heM30~ v~
the Clerk's Finance Office, The County shall only reimburse, subject to the funded amounts
below, those reimbursable expenses which are reviewed and approved as complying with Fla.
Stat. 112.061 and Attachment A - Expense Reimbursement Requirements. Evidence of payment
by the Provider shall be in the form of a letter, summarizing the expenses, with supporting
documentation attached. The letter should contain a certification statement as well as a notary
stamp and signature. An example of a reimbursement request is included as Attachment B.
After the Clerk of the Board examines and approves the request for reimbursement, the
Board shall reimburse the Provider, However, the total of said reimbursement expense
payments in the aggregate sum shall not exceed the total amount of $45,000.00 during the
term of this agreement,
Any purchases of capital equipment under this agreement shall be in accordance with
County's procurement policies and procedures, and all equipment purchased with funding under
this agreement shall be the property of County, pursuant to Ch. 274, Fla, Stat. and shall be
returned to County upon demand.
s. TERMINATION. This Agreement may be terminated by either party at any time,
with or without cause, upon not less than thirty (30) days written notice delivered to the other
party. The COUNTY shall not be obligated to pay for any services provided by MCAC after the
MCAC has received notice of termination. In the event there are any unused Funds, the MCAC
shall promptly refund those funds to the COUNTY or otherwise use such funds as the COUNTY
directs.
6. ACCESS TO FINANCIAL RECORDS/RECORDS. The MCAC shall maintain
appropriate financial records concerning funds received under this agreement and such records
shall be open to the public at reasonable times and under reasonable conditions for inspection
and examination. MCAC shall comply with generally accepted accounting principles in keeping
the records of funds received and expended in connection with and pursuant to this agreement.
7. NOTICES. Whenever either party desires to give notice unto the other, it must
be given by written notice, sent by registered United States mail, with return receipt requested,
and sent to:
FOR COUNTY:
David P. Owens, Grants Administrator
Public Service Building
5100 College Road, Stock Island
Key West, FL 33040
FOR PROVIDER:
Monica Haskell
Monroe Council for the Arts Corp
Public Service Building
5100 College Road, Stock Island
Key West, FL 33040
Either of the parties may change, by written notice as provided above, the addresses or persons
for receipt of notices.
8. UNAVAILABILITY OF FUNDS. If the COUNTY shall learn that funding cannot be
obtained or cannot be continued at a level sufficient to allow for the services specified herein,
this Agreement may then be terminated immediately, at the option of the COUNTY, by written
notice of termination delivered in person or by mail to the MCAC at its address specified above.
The COUNTY shall not be obligated to pay for any services provided by the MCAC after the
MCAC has received notice of termination.
9. COMPLIANCE WITH LAWS AND REGULATIONS. In providing all services
pursuant to this Agreement, the MCAC shall abide by all statutes, ordinances, rules, and
regulations pertaining to, or regulating the provision of, such services, including those now in
effect and hereafter adopted, and particularly Article I, Section 3 of the Constitution of the State
of Florida and Article I of the United States Constitution, which provide that no revenue of the
state or any political subdivision shall be utilized, directly or indirectly, in aid of any church, sect
or religious denomination or in aid of any sectarian institution. Any violation of said statutes,
ordinances, rules, or regulations shall constitute a material breach of this Agreement
immediately upon delivery of written notice of termination to the MCAC. If the MCAC receives
notice of material breach, it will have thirty days in order to cure the material breach of the
contract. If, after thirty (30) days, the breach has not been cured, the contract will
automatically be terminated,
10. ASSIGNMENTS AND SUBCONTRACTING, Neither party to this Agreement shall
assign this Agreement or any interest under this Agreement, or subcontract any of its
obligations under this Agreement, without the written consent of the other.
11. INDEPENDENT CONTRACTOR. At all times and for all purposes hereunder,
MCAC is an independent contractor and not an employee of the County. No statement contained
in this agreement shall be construed so as to find the MCAC or any of its employees,
contractors, volunteers, servants or agents to be employees of the County,
12. INDEMNIFICATION. The MCAC agrees to hold harmless, indemnify, and defend
the COUNTY, its commissioners, officers, employees, and agents against any and all claims,
losses, damages, or lawsuits for damages, arising from, allegedly arising from, or related to the
provision of services hereunder by the MCAC.
13. ENTIRE AGREEMENT
(a) It is understood and agreed that the entire Agreement of the parties is contained
herein and that this Agreement supersedes all oral agreements and negotiations between the
parties relating to the subject matter hereof as well as any previous agreements presently in
effect between the parties relating to the subject matter hereof.
(b) Any alterations, amendments, deletions, or waivers of the provisions of this
Agreement shall be valid only when expressed in writing and duly signed by the parties.
WITNESS WHEREOF, the parties to this Agreement have caused their names to be
by the proper officers thereof for the purposes herein expressed at Key West,
Florida, on the day and year first written above.
BOARD OF COUNTY COMMISSIONERS
~ COUNTY, FLORIDA
. ~,e~
I.. ayor/Chairman
-
MONROE COUNCIL FOR THE ARTS CORP.
i4:::.d~
By
.~cbrX
President "---
jdconmcac
ATTACHMENT A
Exoense Reimbursement Reauirements
This document is intended to provide "basic" guidelines to Human Service Organizations, county
travelers, and contractual parties who have reimbursable expenses associated with Monroe County
business. These guidelines, as they relate to travel, are from FS 112.061, which is attached for
reference,
A cover letter summarizing the major line items on the reimbursable expense request should also
contain a certified statement such as:
I certify that the attached expenses are accurate and in agreement with the records of this
organization. Furthermore, these expenses are in compliance with this organization's contract with
the Monroe County Board of County Commissioners.
Invoices should be billed to the contracting agency. Third party payments will not be considered
for reimbursement. Remember, the expenses should be paid prior to requesting a reimbursement,
Only current charges will be considered, no previous balances,
Reimbursement requests will be monitored in accordance with the level of detail in the contract.
This document should not be considered all-inclusive, The Clerk's Finance Department reserves the
right to review reimbursement requests on an individual basis. Any questions regarding these
guidelines should be directed to 305/292-3528.
Pavroll
A certified statement verifying the accuracy and authenticity of the payroll expenses.
If a Payroll Journal is provided, it should include:
Payroll Journal dates, employee name, salary, or hourly rate, hours worked during the payroll
journal dates, withholdings where appropriate, check number and check amount
If a Payroll Journal is not provided, the following must be listed:
Check number, date, payee, check amount, support for applicable payroll taxes
Original vendor invoices must be submitted for Worker's Compensation and Liability insurance
coverage.
Teleohone Exoenses
A user log of pertinent information must be remitted; the party called, the caller, the telephone
number, the date, and the purpose of the call must be identified.
Telefax. fax. etc.
A fax log is required. The log must define the sender, the intended recipient, the date, the number
called, and the reason for sending the fax.
Suoolies. services. etc,
For supplies or services ordered, the County requires the original vendor invoice.
Rents. leases. etc.
A copy of the rental agreement or lease is required. Deposits and advance payments will not be
allowable expenses.
Postaae. overniaht deliveries. courier. etc.
A log of all postage expenses as it relates to the County contract is required for reimbursement.
For overnight or express deliveries, the original vendor invoice must be included.
Reoroductions. cooies, etc.
A log of copy expenses as it relates to the County contract is required for reimbursement. The log
must define the date, number of copies made, source document, purpose, and recipient, A
reasonable fee for copy expenses w.ill be allowable. For vendor services, the original vendor invoice
is required and a sample of the finished product.
Travel Exoenses: Please refer to Florida Statute 112,061.
Travel expenses must be submitted on a State of Florida Voucher for Reimbursement of Travel
Expenses. Credit card statements are not acceptable documentation for reimbursement.
Airfare reimbursement requires the original passenger receipt portion of the airline ticket. A travel
itinerary is appreciated to facilitate the audit trail.
Auto rental reimbursement requires the original vendor invoice. Fuel purchases should be
documented with original paid receipts,
Original taxi receipts should be provided. However, reasonable fares will be reimbursed without
receipts. Taxis are not reimbursed if taken to arrive at a departure point: for example, taking a
taxi from one's residence to the airport for a business trip is not reimbursable.
Original toll receipts should be provided. However, reasonable tolls will be reimbursed without
receipts.
Parking is considered a reimbursable travel expense at the destination. Airport parking during a
business trip is not.
Lodging reimbursement requires a detailed listing of charges, The original lodging invoice must be
submitted. The County will only reimburse the actual room and related bed tax. Room service,
movies, and personal telephone calls (see previous guidelines) are not allowable expenses. Per
diem lodging expenses may apply. Again, refer to Florida Statute 112,061.
Meal reimbursement is breakfast at $3.00, lunch at $6.00, and dinner at $12.00. Meal guidelines
are that travel must begin prior to 6:00 a.m. for breakfast reimbursement, before noon and end
after 2:00 p.m. for lunch reimbursement, and before 6:00 p.m. and after 8:00 p.m. for dinner
reimbursement.
Mileage reimbursement is calculated at 29 cents per mile for personal auto mileage while on county
business. An odometer reading must be included on the state travel voucher for vicinity travel. A
mileage map is available for reference to allowable miles from various Florida destinations.
Mileage is not allowed from a residence or office to a point of departure: for example, driving from
one's home to the airport for a business trip is not a reimbursable expense.
Data orocessina. PC time. etc.
The original vendor invoice is required for reimbursement. Intercompany allocations are not
considered reimbursable expenditures unless appropriate payroll journals for the charging
department (see Payroll above) are attached and certified,
The followina are not allowable for reimbursement:
Penalties and fines
Non-sufficient check charges
Fundraising
Contributions
Capital outlay expenditures (unless specifically included in the contract)
Depreciation expenses (unless specifically included in the contract)
AiTACHMENT B
HUMAN SERVICE ORGANIZATION LETTERHEAD
Monroe County Board
of County Commissioners
Finance Department
500 Whitehead Street
key West, Florida 33040
(Date)
The following is a summary of the expenses for (Human Service Oraanization name) for the
time period of to
Check # Pavee Reason Amount
101 A Company Rent $xxxx.xx
102 B Company Utilities $xxxx.xx
103 D Company Phone $xxxx.xx
104 Person A Payroll $xxxx.xx
105 Person B Payroll $xxxx.xx
(A) Total $xxxx.xx
-------
-------
(B) Total prior payments $xxxx.xx
(C) Total requested and paid (A + B) $xxxx.xx
(D) Total contract amount $xxxx.xx
Balance of contract (D - C) $xxxx.xx
-------
-------
I certify that the above checks have been submitted to the vendors as noted and that the expenses
are accurate and in agreement with the records of this organization. Furthermore, these expenses
are in compliance with this organization's contract with the Monroe County Board of Commissioners
and will not be submitted for reimbursement to any other funding source.
Executive Director
Attachments (supporting documentation)
STATE OF FLORIDA
COUNTY OF MONROE
SWORN TO AND SUBSCRIBED before me this _ day of , 200_ by
(Event Contact Person) who is personally known
to me
presented as identification:
Notary Public, State of Florida at Large
My Commission Expires:
Jdconhsoex