Item N2BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: May 18, 2011 Division County Attorney
Bulk Item: Yes X No Staff Contact Person/Phone #: Natileene Cassel
X3470
AGENDA ITEM WORDING: Approval of Amendment to Employment Agreements with James L.
Roberts, former County Administrator, reforming his prior contracts in order to attribute automobile
allowances as regular compensation for FRS calculations pursuant to the original intent of the parties.
ITEM BACKGROUND: The clerk's auditor and FRS have determined that state statute does not
allow automobile allowances to be counted as regular compensation; however, the county and the
parties intended that they would be so calculated. Therefore, to comply with state statute and the intent
of the parties the contracts for former county attorneys and administrators are being reformed. Nothing
in this recalculation grants more compensation to the parties than have already been calculated by the
county.
PREVIOUS RELEVANT BOCC ACTION: On July 21, 2010 the BOCC voted unanimously to
reform the contracts of James Roberts, Tom Willi, Randy Ludacer, James Hendrick and Richard
Collins, former county administrators and county attorneys, in order to calculate automobile
allowances as regular compensation by the FRS. On the BOCC approved the reformed contracts with
Randy Ludacer, and James Hendrick.
CONTRACT /AGREEMENT CHANGES: see above
STAFF RECOMMENDATIONS: Approval
TOTAL COST: -0- INDIRECT COST: BUDGETED: Yes X No _
(no change in budgeted funds)
DIFFERENTIAL OF LOCAL PREFERENCE: N/A
COST TO COUNTY:
SOURCE OF FUNDS:
REVENUE PRODUCING: Yes _ No X AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing Risk Management
DOCUMENTATION: Included
DISPOSITION:
Not Required
AGENDA ITEM #
Revised 7/09
F 1
AMENDMENT TO EMPLOYMENT AGREEMENTS
DATED JULY 7 9 1993, DECEMBER 20,1995, and APRIL 19 2000
OF FORMER COUNTY ADMINISTRATOR, JAMES L. ROBERTS
THIS AMENDMENT is made and entered into this day of _, 2011, between the Board
of County Commissioners of Monroe County, Florida, hereinafter "County ", and James L. Roberts,
hereinafter "Administrator."
WHEREAS, on the parties entered into successive Employment Agreements ( "Agreement" )
with Administrator, dated July 7, 1993, December 20, 1995 with an extension of Agreement term on
September 17, 1997, April 19, 2000, and November 17, 2004 (amendment); and
WHEREAS, the contract has been interpreted by the County's auditors and the Florida
Retirement System (FRS) to preclude the inclusion in regular compensation, subject to state retirement
calculations, of the automobile allowance; and
WHEREAS, all prior and current Monroe County Attorneys, the employees of Monroe County
normally under contract, have received an automobile allowance as regular compensation, subject to FRS
contributions and included in retirement calculations; and
WHEREAS, both parties to this agreement contemplated that the compensation package, other
than employee benefits listed in the contracts, would be subject to County contributions to the FRS and
included in the final average compensation computation for calculating retirement benefits;
WHEREAS, the County has been making the contributions into the FRS for the compensation
heretofore described as salary and automobile allowance; and
WHEREAS, the parties find it in the best interests of both to amend the agreements to render the
existing contracts consistent with expectations of the parties; and
WHEREAS, the express intent of the parties is not to give a raise to the employee but to continue
benefits as envisioned by the parties; now therefore,
IN CONSIDERATION OF the mutual covenants contained herein, The Parties agree as follows:
1. Both parties recognize that the purpose of this amendment is to retroactively reform the
contract(s) with the Employee, to include the former automobile allowance as regular compensation.
2. The amounts of automobile allowance, if any, reported to the State as regular
compensation, but which were designated by contract as automobile allowance, shall be amended to be
included as regular compensation. No automobile allowance or transportation allowance is awarded
under any prior contract.
3. Nothing in this amendment shall be interpreted to add to or subtract from the amount
reported to the State as regular compensation but is intended to confirm that the amounts reported to the
State as regular compensation shall continue to be designated as regular compensation. The intent is to
make this amendment neutral. Cost of living increases and merit pay increase, if any, under the contracts
shall remain in effect; however, there shall be no additional cost of living or merit increases calculated
under this amendment for the inclusion of the formally designated automobile allowance as regular
compensation.
4. A print out from the State, which contains the amounts reported to the State from the
County, is attached hereto and made a part hereof as Exhibit A, and shall become the agreed upon
calculation for salary and contributions under the contracts dated July 7, 1993, December 20, 1995 with
an extension of Agreement term on September 17, 1997, April 19, 2000, and November 17, 2004
(amendment).
IN WITNESS WHEREOF, the parties have caused these presents to be executed in their respective
names on the date first set above.
(SEAL)
Attest: DANNY L. KOLHAGE, Clerk
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By
Deputy Clerk
Date:
By
Mayor /Chairperson
Date:
By: JT s L. Roberts
�N 2� J r1- u-\ ,, =.r L . 203 _r
Print Name
Date: 3 —to- 1 1
2.
Signature
Print Name
Date:
MONROE COUNTY ATTORNEY
AP/OROVED AS TO FGHM:
- I NATILEENE W. CASSEL
ASSIS ANT COUNTY ATTORNEY
Date I I --/ J — e?O /l
Iq
Yrmt Name
Date:
EXHIBIT A
The columns on Exhibit A refer to the following:
PLAN= HM SENIOR MANAGEMENT, OR HA REGULAR CLASS
WP= WORK PROVIDED IN MONTHS
F/Y= YEAR
CHK DATE= CHECK DATE
REP DATE= REPORT DATE
SALARY= REPORTED BY COUNTY
ER CONT= CONTRIBUTION BASED ON SALARY AND PLAN
James L Roberts
Plan WP F/Y Check Month Report Montt Salary ER Cont
HM
12
###
1/1/2005
1/1/2005
8493.27
795.76
HM
21
###
1/1/2005
1/1/2005
9908.82
928.52
HM
12
###
12/1/2004
12/1/2004
11324.4
1061.1
HM
12
###
11/1/2004
11/1/2004
11324.4
1061.1
HM
12
###
10/1/2004
10/1/2004
16318.4
1529
HM
12
###
9/1/2004
9/1/2004
10616.7
994.78
HM
12
###
8/1/2004
8/1/2004
10616.7
994.78
HM
12
###
7/1/2004
7/1/2004
10616.7
994.78
HM
12
###
6/1/2004
6/1/2004
10616.7
994.78
HM
12
###
5/1/2004
5/1/2004
10616.7
994.78
HM
12
###
4/1/2004
4/1/2004
15925.1
1492.2
HM
12
###
3/1/2004
3/1/2004
10616.7
994.78
HM
12
###
2/1/2004
2/1/2004
10616.7
994.78
HM
12
###
1/1/2004
1/1/2004
10616.7
994.78
HM
12
###
12/1/2003
12/1/2003
10616.7
994.78
HM
12
###
11/1/2003
11/1/2003
10616.7
994.78
HM
12
###
10/1/2003
10/1/2003
15723.5
1473.3
HM
12
###
9/1/2003
9/1/2003
10379.8
972.58
HM
12
###
8/1/2003
8/1/2003
10379.8
972.58
HM
12
###
7/1/2003
7/1/2003
10379.8
972.58
HM
12
###
6/1/2003
6/1/2003
10379.8
629.02
HM
12
###
5/1/2003
5/1/2003
15569.7
943.53
HM
12
###
4/1/2003
4/1/2003
10379.8
629.02
HM
12
###
3/1/2003
3/1/2003
10379.8
629.02
HM
12
###
2/1/2003
2/1/2003
10379.8
629.02
HM
12
###
1/1/2003
1/1/2003
10379.8
629.02
HM
12
###
12/1/2002
12/1/2002
10379.8
629.02
HM
12
###
11/1/2002
11/1/2002
15569.7
943.53
HM
12
###
10/1/2002
10/1/2002
10076
610.6
HM
12
###
9/1/2002
9/1/2002
10000.1
606
HM
12
###
8/1/2002
8/1/2002
10000.1
606
HM
12
###
7/1/2002
7/1/2002
10000.1
606
HM
12
###
6/1/2002
6/1/2002
10000.1
928
HM
12
###
5/1/2002
5/1/2002
15000.2
1392
HM
12
###
4/1/2002
4/1/2002
10000.1
928
HM
12
###
3/1/2002
3/1/2002
10000.1
928
HM
12
###
2/1/2002
2/1/2002
10000.1
928
HM
12
###
1/1/2002
1/1/2002
10000.1
928
HM
12
###
12/1/2001
12/1/2001
10000.1
928
HM
12
###
11/1/2001
11/1/2001
15000.2
1392
HM
12
###
10/1/2001
10/1/2001
11322.2
1050.7
HM
12
###
9/1/2001
9/1/2001
6887.79
639.18
HM
12
###
8/1/2001
8/1/2001
9379.12
870.38
HM
12
###
7/1/2001
7/1/2001
9291.19
862.22
HM
12
###
6/1/2001
6/1/2001
14068.7
1565.9
HM
12
###
5/1/2001
5/1/2001
9379.12
1043.9
HM
12
###
4/1/2001
4/1/2001
9379.12
1043.9
HM
12
###
3/1/2001
3/1/2001
9379.12
1043.9
HM
12
###
2/1/2001
2/1/2001
9379.12
1043.9
HM
12
###
1/1/2001
1/1/2001
9379.12
1043.9
HM
12
###
12/1/2000
12/1/2000
14068.7
1565.9
HM
12
###
11/1/2000
11/1/2000
9449.99
1051.8
HM
12
###
10/1/2000
10/1/2000
9095.7
1012.4
HM
12
###
9/1/2000
9/1/2000
9095.7
1012.4
HM
12
###
8/1/2000
8/1/2000
9095.7
1012.4
HM
12
###
7/1/2000
7/1/2000
9095.7
1012.4
HM
12
###
6/1/2000
6/1/2000
13643.6
1655
HM
12
###
5/1/2000
5/1/2000
9095.7
1103.3
HM
12
###
4/1/2000
4/1/2000
9095.7
1103.3
HM
12
###
3/1/2000
3/1/2000
9095.7
1103.3
HM
12
###
2/1/2000
2/1/2000
9095.7
1103.3
HM
12
###
1/1/2000
1/1/2000
9095.7
1103.3
HM
12
###
12/1/1999
12/1/1999
13643.6
1655
HM
12
###
11/1/1999
11/1/1999
9177.4
1113.2
HM
12
###
10/1/1999
10/1/1999
8821.34
1070
HM
12
###
9/1/1999
9/1/1999
8821.34
1070
HM
12
###
8/1/1999
8/1/1999
8821.34
1070
HM
12
###
7/1/1999
7/1/1999
13232
1605
HM
12
###
6/1/1999
6/1/1999
8821.34
2120.7
HM
12
###
5/1/1999
5/1/1999
8821.34
2120.7
HM
12
###
4/1/1999
4/1/1999
8821.34
2120.7
HM
12
###
3/1/1999
3/1/1999
8821.35
2120.7
HM
12
###
2/1/1999
2/1/1999
8821.34
2120.7
HM
12
###
1/1/1999
1/1/1999
8821.34
2120.7
HM
12
###
12/1/1998
12/1/1998
13232
3181
HM
12
###
11/1/1998
11/1/1998
9421.34
2264.9
HM
12
###
10/1/1998
10/1/1998
8640.87
2077.3
HM
12
###
9/1/1998
9/1/1998
8533.04
2051.3
HM
12
###
8/1/1998
8/1/1998
8533.04
2051.3
HM
12
###
7/1/1998
7/1/1998
12799.6
3077
HM
12
###
6/1/1998
6/1/1998 8533.04
1897.7
HM
12
###
5/1/1998
5/1/1998 8533.04
1897.7
HM
12
###
4/1/1998
4/1/1998 8533.04
1897.7
HM
12
###
3/1/1998
3/1/1998 8533.04
1897.7
HM
12
###
2/1/1998
2/1/1998 8533.04
1897.7
HM
12
###
1/1/1998
1/1/1998 12799.6 2846.6
HM
12
###
12/1/1997
12/1/1997 8533.04
1897.7
HM
12 ###
11/1/1997
11/1/1997 8533.04 1897.7
HM
12 ###
10/1/1997
10/1/1997 8346.78 1856.3
HM
12 ###
9/1/1997
9/1/1997 8222.61 1828.7
HM
12 ###
8/1/1997
8/1/1997 12333.9 2743.1
HM
12 ###
7/1/1997
7/1/1997 8222.61 1828.7
HM
12 ###
6/1/1997
6/1/1997 8222.61 1828.7
HM
12 ###
5/1/1997
5/1/1997
8222.6 1828.7
HM
12
###
4/1/1997
4/1/1997
8222.61
1828.7
HM
12
###
3/1/1997
3/1/1997
8222.61
1828.7
HM
12
###
2/1/1997
2/1/1997
8222.6
1828.7
HM
12
###
1/1/1997
1/1/1997
12333.9
2743.1
HM
12
###
12/1/1996
12/1/1996
8222.6
1828.7
HM
12
###
11/1/1996
11/1/1996
8222.6
1828.7
HM
12
###
10/1/1996
10/1/1996
8037.03
1787.4
HM
12
###
9/1/1996
9/1/1996
7885.2
1753.7
HM
12
###
8/1/1996
8/1/1996
11827.8
2630.5
HM
12
###
7/1/1996
7/1/1996
7885.2
1753.7
HM
12
###
6/1/1996
6/1/1996
7885.2
1955.5
HM
12
###
5/1/1996
5/1/1996
7885.2
1955.5
HM
12
###
4/1/1996
4/1/1996
7885.2
1955.5
HM
12
###
3/1/1996
3/1/1996
11827.8
2933.3
HM
12
###
2/1/1996
2/1/1996
7885.2
1955.5
HM
12
###
1/1/1996
1/1/1996
7885.2
1955.5
HM
12
###
12/1/1995
12/1/1995
7885.2
1935
HM
12
###
11/1/1995
11/1/1995
7885.2
1935
HM
12
###
10/1/1995
10/1/1995
7777.09
1908.5
HM
12
###
9/1/1995
9/1/1995
10449
2564.2
HM
12
###
8/1/1995
8/1/1995
7668.98
1882
HM
12
###
7/1/1995
7/1/1995
7668.98
1882
HM
12
###
6/1/1995
6/1/1995
7668.98
1882
HM
12
###
5/1/1995
5/1/1995
7668.98
1882
HM
12
###
4/1/1995
4/1/1995
7668.97
1882
HM
12
###
3/1/1995
3/1/1995
11503.5
2822.9
HM
12
NO
2/1/1995
2/1/1995
7668.98
1882
HM
12
###
1/1/1995
1/1/1995
7668.97
1882
HM
12
###
12/1/1994
12/1/1994
7668.96
1812.2
HM
12
###
11/1/1994
11/1/1994
7807.59
1844.9
HM
12
###
10/1/1994
10/1/1994
7391.76
1746.7
HM
12
###
9/1/1994
9/1/1994
11087.6
2620
HM
12
###
8/1/1994
8/1/1994
7391.76
1746.7
HM
12
###
7/1/1994
7/1/1994
7391.76
1746.7
HM
12
###
6/1/1994
6/1/1994
7391.76
1746.7
HM
12
###
5/1/1994
5/1/1994
7391.76
1746.7
HM
12
###
4/1/1994
4/1/1994
7391.76
1746.7
HM
12
###
3/1/1994
3/1/1994
11087.6
2620
HM
12
###
2/1/1994
2/1/1994
7391.76
1746.7
HM
12
###
1/1/1994
1/1/1994
7391.76
1746.7
HM
12
###
12/1/1993
12/1/1993 7391.76
1554.5
HA
12 ###
11/1/1993
11/1/1993 7391.76
1312
HM
12 ###
10/1/1993
10/1/1993 9153.94 1925.1