Item O06
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: December 19, 2001
Division:
County Attorney
Bulk Item: Yes 0 No 0
AGENDA ITEM WORDING: Approval for payment of legal fees and costs submitted by Mark S.
Ulmer of Ulmer, Hicks & Schreiber, P.A., regarding acquisition of Swartz property; Marathon,
Monroe County (Monroe.Swartz),
ITEM BACKGROUND: Payment for acquisition of Swartz property for Marathon Community
Park.
PREVIOUS RELEVANT BOCC ACTION:
CONTRACT I AGREEMENT CHANGES:
STAFF RECOMMENDATIONS:
TOTAL COST:
COST TO COUNTY: $25,212.82
BUDGETED: Yes 0 No [J
APPROVED BY:
County Attorney _ OMB/Purchasing 0 Risk Management 0
DIVISION DIRECTOR APPROVAL: ~ ,;;#,~
J , T, NDRI K
tI
DOCUMENTATION: Included 0 To Follow 0 Not Required 0
AGENDA ITEM #
/ -LJt
Ulmer, Hicks & Schreiber, P.A.
890 S. Dixie Highway
Coral Gables, FL 33146
November 15, 2001
Mr. James Hendrick
Office of the County Attorney
Monroe County
PO Box 1026
Key West FL 33041-1026
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)-~ NOV 1 9 2001
Reference:
Acquisition of Swartz estate property; Marathon, Monroe
County (Monroe.Swartz).
Invoice #:
14243
Hours
9/26/01 Review fax from A. Schuster;
TIC M. Quinlivan.
0.70
9/27/01 TIC A. Schuster and M. Quinlivan;
Preparation for hearing.
2.00
9/28/01 Legal research;
Review pleadings;
Prepare for hearing;
TIC M. Quinlivan and T. McGarry;
TIC A. Schuster and L. Camp.
5.00
Meeting with M. Quinlivan;
Review ROGO materials.
3.20
9/29/01 Review County's Camp Plan; 6.40
Review opposition's memo of law;
Research, shephardize and review all cases cited by
opposition.
9/30101 Prepare draft memo of law in opposition to motions in 7.10
limine;
Legal and factual research.
Mr. James Hendrick Page 2
Hours
10/1/01 Review ROGO materials; 1.50
Legal research.
1 0/2/01 Finalize brief in opposition to motions in limine; 7.00
TIC M. Quinlivan and T. McGarry;
Prepare for hearing.
1 0/3/01 Prepare for and attend hearing on Trust's Motions in 8.00
Limine, etc.;
Meeting with T. McGarry;
Meeting with M. Quinlivan.
10111/01 Meeting with M. Quinlivan. 2.00
10/16/01 Review sales data and capitalization rates. 1.00
10/17101 TIC A. Schuster; 0.50
TIC M. Quinlivan.
10/18/01 TIC A. Schuster. 0.20
10/19/01 Investigation to answer discovery requests; 2.00
TIC M. Willis;
TIC D. Koppel;
TIC R. Roth.
10/24/01 TIC Capt. R. Thomson; 0.50
TIC Growth Management.
10/25/01 Prepare draft answer to interrogatories and 1.60
production;
TIC R. THomson;
Review NROGO ordinance.
10/30101 TIC T. McGarry; 2.00
TIC D. Koppel;
Review documents from D. Koppel;
Draft response to production.
Mr. James Hendrick Page 3
Hours
11/1/01 Finalize answers to interrogatories. 0.20
11/5/01 Review draft appraisal. 1.00
11/7/01 T/C T. McGarry; 0.80
T/C A. Schuster;
T/C Building Dept.
Amount
For professional services rendered 52.70 $13,175.00
Additional charges:
1 0/9/01 Sunshine State Messenger. 18.00
10/23/01 Westlaw. 49.82
11/6/01 Client Advance: Quinlivan Appraisal. 11,970.00
Total costs
$12,037.82
Total amount of this bill
$25,212.82
$541.39
($62.06)
($10.44)
($93.89)
($375.00)
Previous balance
8/20/01 Payment - thank you
9/6/01 Adjustment for mileage unpaid by Monroe County.
9/17/01 Payment - thank you
9/25/01 Payment .- thank you
Total payments
($541.39)
Balance due
$25,212.82
QUINLIVAN APPRAISAL
A PROFESSIONAL AsSOCIATION
REAL ESTATE APPRAISERS & CONSULTANTS
5730 S.W. 74TH STREET, SUITE 300
SOUTH MIAMI, FLORIDA 33143
J. MAlm QUINLIVAN, MAl
STATB-CBRTlPlBD GENERAL MPRA..ISERS
RZ 0000112
THOMAS F. MAOENHEIMEH, HAl
STATB~CERnFIED GENERAL A,pPRAISRRS
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DATE:l.Lilo /0/ _.M'-OUNT. I J I q7Q
CASE: (Y\Of\r~_~~2-
TELEPHONE (305) 663-6611
FAX (305) 665-4921
October 31, 2001
PAY FROM:
OPERATIN~ :\:':
~
TRUST ACCT
BILL CLIENT: \/ AUTHORIZE::J.... . .
Mark S. Ulmer, EsqUire -,.--
Ulmer, Hicks & Schreiber, P.A.
890 South Dixie Highway
Coral Gables, Florida 33146
INVOICE NUMBER: 01-017
INVOICE
RE: Monroe County vs. First Union National Bank
of Florida and Richard I Goodman, Co-Trustees, et al.
Appraisal Services (2/13/01 thru 10/31/01)
Land parcel containing '6.53 acres (upland), more or less,
located on the southeasterly side of US Highway No. 1 at
Mile Marker 49.1, Marathon, Monroe County, Florida. .
Hourly
Date Description of Services Time Rate Total
2/13/01 Meeting with Mark Ulmer at his office 3.5 Hours $140.00 $ 490.00
to discuss acquisition and appraisal
Issues
2/20/01 Obtain assessment, zoning, ownership, 5.0 Hours $140.00 $ 700.00
etc. data; land sale search
2/21/01 Land sale search 4.0 Hours $140.00 $ 560.00
317/01 Inspection of subject property and sale 6.0 Hours $140.00 $ 840.00
properties; meeting with City of
Marathon zoning official
3/8/01 Telephone conversation with Mark .5 Hour $140.00 $ 70.00
Ulmer
3/22/01 Telephone conversation with Mark .5 Hour $140.00 $ 70.00
Ulmer .
3/23/0 I Land sale search, preparation of land 2.0 Hours $140.00 $ 280.00
sale data sheets
4/16/01 Preparation of land sale data sheets, 4.0 Hours $140.00 $ 560.00
highest and best use analysis, zoning
and ROGO analysis
4/17/01 Inspection of subject property and sale 5.0 Hours $140.00 $ 700.00
properties
4/18/01 Review of preliminary report 1.0 Hour $140.00 $ 140.00
4/25/01 Telephone conversation with Mark .5 Hour $140.00 $ 70.00
Ulmer
8/27/01 Preparation of report 4.0 Hours $140.00 $ 560.00
8/28/01 Preparation of report 4.0 Hours $140.00 $ 560.00
10/3/01 Attendance at hearing in Marathon 8.0 Hours $140.00 $ 1,120.00
with Mark Ulm~r
10/1 I/O 1 Meeting with Mark Ulmer at his office 3.0 Hours $140.00 $ 420.00
I 0/22/01 Preparation of leased fee analysis; 8.0 Hours $140.00 $ 1,120.00
gathering of leased fee sales
10/23/01 Preparation of leased fee analysis; 8.0 Hours $140.00 $ 1,120.00
capitalization rate analysis
10/26/01 Preparation of Report 8.0 Hours $140.00 $ 1,120.00
10/29/01 Preparation of Report 8.0 Hours $140.00 $ 1,120.00
10/3010 I Preparation of Report 2.5 Hours $140.00 $ 350.00
Total $11,970.00
MAKE CHECK PAYABLE TO QUINLIVAN ApPRAISAL, P.A.
FEDERAL TAX/DNo.: 59-2168811
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