2nd Amendment 06/16/2021 ww°> Kevin Madok, CPA
e;; . ; Clerk of the Circuit Court& Comptroller— Monroe County, Florida
DATE: June 24, 2021
TO: Abra Campo
County Attorney's Office
FROM: Sally M. Abrams, D.C.
SUBJECT: June 16th BOCC Meeting
Attached is an electronic copy of Item P2, Second Amendment to Professional Services
Agreement with law firm, to update name of firm to Barnett Kirkwood Koche Long& Foster,
P.A. and to add language authorizing County Attorney to approve changes in timekeepers. The
law firm provides advice and representation on tax matters.
Should you have any questions, please feel free to contact me at ext. 3550.
cc: Fimuice
File
KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING
500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road
Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 33
305-294-4641 305-289-6027 305-852-7145 305-852-7145
SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
THIS SECOND AMENDMENT ("Amendment")to the Professional Services Agreement between
MONROE COUNTY, hereinafter referred to as Client, and BARNETT, BOLT, KIRKWOOD, LONG
& KOCHE, P.A., hereinafter referred to as Firm (collectively, "the Parties"), is made and entered
into as of June 16, 2021.
WHEREAS, Client uses the legal services of the Firm for tax advice and representation; and
WHEREAS, on March 26, 2015, the Parties entered into a Professional Services Agreement
("Agreement")for the provision of the legal services: and
WHEREAS, on December 13, 2017, the Parties entered into a First Amendment to the
Agreement, to increase the hourly rates for three timekeepers; and
WHEREAS, the Firm's name has changed, to Barnett Kirkwood Koche Long & Foster, P.A.; and
WHEREAS, the Parties wish to revise the Agreement in order to update the name of the Firm;
and
WHEREAS, the Parties wish to amend Article 3 of the Agreement (Compensation) to update the
list of approved time-keepers, and to add language making it possible to add/subtract/amend
names of time-keepers upon approval of the County Attomey's Office, without the need for an
amendment approved by the Board of County Commissioners.
NOW THEREFORE, in consideration of the promises contained herein, the parties hereto agree
as follows:
1. The name of the Firm is revised to the following wherever it appears in the Agreement:
Barnett Kirkwood Koche Long & Foster, P.A.
2. Article 3(Compensation)is revised in its entirety to read as follows:
ARTICLE 3— COMPENSATION
FEES:
The following are approved time-keepers and their hourly rates:
Name Hourly Rate
David L. Koche $525.00
In addition to the above, the hourly fee in the range of $200 to $275 will be paid for the
services of any associates and the hourly fee of$165 will be paid for the services of any
paralegal. Hourly rates may be redetermined in the Firm's sole discretion as of January 1
of each year.
Initial time-keepers approved by the County are listed above. This list of time-keepers
may be amended (including for the addition or deletion of names, or promotion of a time-
keeper from Associate to Partner) upon the prior written approval of the Monroe County
Attorney's Office. In the event that time-keepers are added, their billing rates shall be
as shown above, as may be amended from time to time.
1
Si The changes listed in paragraphs 1 and 2 are made retroactive to March 1, 2021.
4. In all other respects the Agreement between the Parties remains unchanged, and in full
force and effect.
IN WITNESS WHEREOF, the Client and the Firm have executed this Amendment as of the day
and year first above written.
BARNETT KIRKWOO CHE, MONROE COUNTY BOARD OF COUNTY
LONG & FOSTER, P . COMMISSIONERS
J4 'Witt gee;
By: By:
Name: David L. Koche Name: Michelle Coldiron
Title: Sharehold, b Title: Mayor
N
no
A CLEW
._
Approved as to form and content / / / :n -.> n
Monroe County Attorneys Office vl.'l. T _
5--19--2021 CI. RK r
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AFRO CERTIFICATE OF LIABILITY INSURANCE DA06/03/TE D021
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THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED,the pollcy(les)must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER 813-251.2580 hart Jack Compton
Shea Barclay(Tampa) PHONE 813-251-2580 FAX 813-251-2585
Mike She IUC,Mo.E.4' p+C,x.l:
501 E.Kennedy Blvd,41000 Alt jack@ifieabarolay.Com
Tampa.FL 33602
Jack Compton INSURER(S)AFFORDING COVERAGE I NAICR
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QQ INSURER A:Argonaut Insurance Co. i198g1
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INSURER E:
INSURER F'.
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. _
Lip TYPE OF INSURANCE Ass winsSIJER POLICY NUMBER IMMADOMuCY YYVI 'IIMMIDOYNYYYI LIMITS
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CERTIFICATE HOLDER CANCELLATION
MONROBO
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
Monroe CountyBGCC THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
Insurance Compliance
PO Box 100085-F% AUTHORIZED REPRESENTATIVE
Duluth,GA 30096
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ACORD 25(2016/03) O 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
AG QL.i' DATE IMMTDM'YYI
`--- CERTIFICATE OF LIABILITY INSURANCE 0411v2021
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE
AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE
ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED,the policy(les) must be endorsed. If SUBROGATIONIS WAIVED,
subject to the terms and conditions of the policy,certain policies may require an endorsement A statement on this certificate does
not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER CONTACT HARE:
PAYCHEX INSURANCE AGENCY INC
76210760 PHONE (800)472-0072 FAX (585)369-7894
150 SAWGRASS DRIVE (AN,Ho.EMI: IAD,MS;
ROCHESTER NV 14820 eYDLA00REN.
INSURERS)AFFORDING COVERAGE NNCE
INSURER A: Hartford Casualty Insurance Company 29424
INSURED INSURER a:
BARNETT KIRKWOOD KOCHE LONG 8 FOSTER PA IsLRERC:
601 BAYSHORE BLVD STE 700
TAMPA FL 33606-2756 INSURER D:
INSURER e:
INSURER F:
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED.NOTWITHSTANDINO ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFiCATE MAY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE
TERMS,EXCLUSIONS MID CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
IMBH TYPE Of INSURANCE AODL BURR POUCY NUMSER PWCV EFF POLICY FIV Liking
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A PROPRIETOR/PARTNER/EXECUTIVE — NA 76 WEG AKIRZS 03/01/2021 03/01/2022
OFFICER.MEMNER EXCLUDED'/ E.L.DISEASE-EA EMPLOYEE 51,000,000
Mandatory M NH)
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DESCRIPTION OF OPERATIONS Wow • ,
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DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES IACORD 101,ASJtlenal Remarks SeSMUM,maybe ARAeMd N more pace Is required)
Those usual to the Insured's Operations.
CERTIFICATE HOLDER CANCELLATION
Monroe County BOCC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED
Insurance Compliance BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED
PO Box 100085 IN ACCORDANCE WITH THE POLICY PROVISIONS.
DULUTH GA 30096 AUTHORIZED REPRESENTATIVE
Cl/BAn or CaoS'1sp-tea,
C 1988-2015 ACORD CORPORATION.All rights reserved.
ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD
From: customerservice@certsonline.com
To: monroecounty6@ebix.com
CC:
Subject: Upload Via Web
Date: 04-12-2021
Attachment(s):CERTIFICATE OF INSURANCE Monroe BOCC.pdf
Client Name: Monroe County Florida;Vendor Number: FX00000186;Vendor Name: ;Document
Uploaded By: ;Date Uploaded: 4/12/2021 12:21:47 PM ;Comment: N/A