Item E2
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: AUGUST 20. 2003
Division:
TDC
Bulk Item: Yes X No
Department:
AGENDA ITEM WORDING:
Approval to rescind Agreement with Charlotte Ambrogio covering the Lower
Keys Permit All Tackle Tournament on July 9-12,2003 due to cancellation of
event.
ITEM BACKGROUND:
PREVIOUS REVELANT BOCC ACTION:
BOCC approved original Agreement at their meeting of October 16, 2002.
CONTRACT/AGREEMENT CHANGES:
Rescind
ST AFF RECOMMENDATIONS:
Approval
TOTAL COST: $2.500
BUDGETED: Yes X No
COST TO COUNTY:
SOURCE OF FUNDS: TDC
REVENUE PRODUCING: Yes X- No
AMOUNT PER MONTH Year
APPROVED BY: CountyAtty~ O~~SkManagement_X_
DIVISION DIRECTOR APPROVAL:
(Lynda Stuart)
DOCUMENTATION:
Included X
To Follow
Not Required
-.
DISPOSITION:
AGENDA ITEM # E;7-
Revised 2/27/01
Page 1 of 1
Pacini-Maxine
From: FishUmbrella@aol.com
Monday, June 30, 2003 5:06 PM
Biannotta@aol.com; KEYSPR@aol.com; JZimakeys@aol.com; AndyNewman@aol.com;
M Pearson@NewmanPR.com; officemgr@f1a-keys.com; AdminAsst@Fla-Keys.com;
Emmo@tinsley.com; john@tinsley.com
Subject: Fwd: (no subject)
Sent:
To:
In a message dated 6/27/0312:11 :13 PM Eastern Daylight Time, CSASUN writes:
The Permit All Tackle scheduled for July will not take place. There were not enough anglers signed up in time
to commit to the purchases necessary to make it the event I would be responsible for. I hope the last minute
anglers that said they were going to fish will do it next year like they say.
Charlotte Ambrogio
7/1/2003
FUNDING AGREEMENT
THIS AGREEMENT is made and entered into by and between the Board of
County Commissioners of Monroe County, Florida, (hereinafter referred to as the "County")
and Charlotte Ambrogio. (Hereinafter referred to as "Event Sponsor");
WHEREAS, the umbrella organization under contract to the County has recommended
to the Monroe County Tourist Development Council (hereinafter "TDC"), which has endorsed
the recommendation, that certain monies be allocated for promotion of an event;
tHEREFORE; in consideration of the mutual promises contained herein, the parties
agree as follows:
1. County shall pay a sum not to exceed $2,500 (Two Thousand and Five Hundred
Dollars) for promotion and related expenditures, as described in the event budget, attached
hereto as Exhibit A, for production of the Lower Keys Permit All Tackle Tournament on July 9-
12, 2003. Payment will be made only after Event Sponsor submits invoices and support
documentation acceptable to the County's Finance Department. The advertising and
promotion budget for County funding may be altered as to the individual line items, or
components, within 10% of the amount stated for that item or component, without increasing
the total dollar amount and without requiring a written amendment to this agreement. The
general non-allocated section of an Umbrella event budget may be utilized for unforeseen
permissible expenditures and for those budget lines that may require additional funds. Monroe
County's performance and obligation to pay under this agreement is contingent upon an
annual appropriation by the County.
2. Event Sponsor shall provide promotion and related services as described in the
Sponsor's application for funding, Exhibit B, attached hereto. All advertising and public
relations services or supervision of advertising and public relations will be provided through the
contracted agencies of the TDC and County. The agencies of record, shall receive payment
of work in progress upon submission of documented invoices associated with said event.
Event sponsor fully understands that funding is obtained from tourist development taxes for
which the fiscal year ends September 30, 2003. Event sponsor also understands that the
funding process through which this contract was made available by County requires event
sponsors to submit their payment requests as quickly as possible and to finalize all such
requests before the end of the fiscal year, if at all possible. In order for the tourist
development taxes to be utilized most effectively for the purpose for which they were
authorized, attracting and promoting tourism, the budgeting process of the County requires the
event's funding to be concluded in a timely manner. In recognition that the timeliness of
payment requests is of extreme importance to the funding of future advertising and promotion
for the stability of the tourist-based economy, Event Sponsor agrees to submit by September
30, 2003, all invoices and support documentation as required by the County's Finance
Department rules and policies. Event Sponsor shall not be reimbursed nor will.. Event
Sponsor's vendors be paid directly for any invoices received by the County after September
30, 2003, except that for events with promotional expenditures incurred between July 1 and
September 30, 2003, invoices must be submitted within ninety (90) days of the conclusion of
the event.
Permit All Tackle Tournament
Fishing Umbrella Funding FY 2003
1
3. Event Sponsor shall reimburse County for any amount of funds expended by
County in connection with an event which does not occur as a result of any act or omission by
Event Sponsor.
4. Event Sponsor covenants and agrees to indemnify and hold harmless Monroe
County Board of County Commissioners from any and all claims for bodily injury (including
death), personal injury, and property damage (including property owned by Monroe County)
and any other losses, damages, and expenses (including attorney's fees) which arise out of, in
connection with, or by reason of the services provided, event sponsored, or other activities and
funding associated with this agreement. Should event involve the serving or distribution of
alcoholic beverages, Event Sponsor shall obtain prior to the event a Liquor Liability insurance
policy naming Monroe County as a co-insured.
5. Event Sponsor shall maintain records pursuant to generally accepted accounting
principles for three (3) years after the event and shall permit County and its agents and
employees access to said records at reasonable times.
6. County may terminate this agreement without cause upon providing written
notice to Event Sponsor no less than sixty (60) days prior to the event and may terminate for
breach upon providing to Event Sponsor notice at least seven (7) days prior to the effective
date of the termination.
7. Event sponsor is an independent contractor and shall disclose any potential
conflicts of interest as defined by Florida Statutes, Chapter 112 and Monroe County Code,
Article XXI.
8. Event Sponsor warrants that he/she/it has not employed, retained or otherwise
had act on his/her/its behalf any former County officer or employee in violation of Section 2 or
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 the provision the County may, at its
discretion terminate this contract without liability and may also, at its discretion, deduct from
the contract or purchase price, or otherwise recover, the full amount of any fee, commission,
percentage, gift, or consideration paid to the former or present County officer or employee.
9. A 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 a contract to provide any goods or
services to a public entity, may not submit a bid on a contract 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,
subcontractor, or consultant under a contract 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 36 months from the date of being placed on the
convicted vendor list.
10. Loqo: All promotional literature and advertising must display the "The Florida
Keys & Key West, Monroe County Tourist Development Council, Come as You Are",
Permit All Tackle Tournament
Fishing Umbrella Funding FY 2003
2
logo/trade mark adopted by the TDC and County on November, 2000 (as per attached). No
reimbursement or direct payment will be considered unless this logo/trade mark is utilized.
IN WITNESS WHEREOF, each party has caused tbis Agreement to be executed by its
duly authorized representative, the 1I,d, day of ~. 2002.
"
~ . Kolhage, Clerk
Board of County Commissioners
of Monroe County
G~
De uty Clerk
9Jt
Mayor/Cl1airman
(CORPORATE SEAL)
Charlotte Ambrogio
Attest:
(
Secretary
By C~~~
By.
OR~
~ -.~~,-5-:-\~h~~,~~
WItness ~- /) ___
( /
"---------..-
APPROVED AS TO FO~M
AN~~E.GAl S~~F'Il~C~.
, a..~_ __, .., -.-"t.- '1..-;...t 1 _ ," i !.;:r:Jt_ .0-" '_..
~,/ .. SU~ANI'-Je A. 'HUTTON
n.a. Tf. ._. 'I/i . i (:,/r. ..,
Permit All Tackle Tournament
Fishing Umbrella Funding FY 2003
3
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MCTG-9864 Logo Slick LOi
EXHIBIT "A"
BUDGET BREAKDOWN
FLORIDA KEYS FISHING TOURNAMENTS, INC.
OCTOBER 1, 2002 TO SEPTEMBER 30, 2003
PERMIT ALL TACKLE TOURNAMENT
---------------------------------------------------------
JULY 9-12, 2003
DIRECT MAIL & POSTAGE
$ --0--
BROCHURES, POSTERS,
PROGRAMS, PATCHES
$ 375.00
$ 750.00
$ --0--
$ --0--
$1,000.00
$ 375.00
TROPHIES
PHOTO PROGRAM
MEDIA ADVERTISING
T-SHIRTS, CAPS, JACKETS
*GENERAL NON-ALLOCATED
$ 2,500
*GENERAL NON-ALLOCATED IS NOT TO EXCEED 15% OF THE
TOURNAMENTS TOTAL BUDGET.
*TOURNAMENTS CAN NOT EXCEED MORE THAN 30% OF THE
TOTAL BUDGET IN TROPHY LINE ITEM EXCEPT WHEN
TOURNAMENTS GET SPECIAL APPROVAL FROM FKFT, INC.
EX~IIBIT "B"
FLORIDA KEYS FISHING TOURNAMENTS, INC.,
TOURNAMENT SCHEDULE OF EVENTS
FISCAL YEAR 2002-2003
1._C)[)<.)e' ( ~\l-S. ~e( M (' + A (I j Cfe t c.e.
-. ~ I PRI~T TOURNAMENT NAME
DAY 1
AM LINES IN WATER
--
PM
LINES OUT OF WATER
~:~PM EVENING EVENT ~ct. o+-t
PM WEIGH-IN OVER
PM OTHER EVENT
DAY 2
DAY 3
+: AM LINES IN WATER
~ PM LINES OUT WATER
3-: ~ PM EVENING EVENT
PM WEIGH-IN OVER
PM OTHER EVENT
DAY 4
~:_AM LINES IN WATER
____:~PM LINES OUT WATER
~::=) PM EVENING EVENT
PM WEIGH-IN OVER
PM
OTHER EVENT
6
BOARD OF COUNTY COMl\flSSIONERS
AGENDA ITEM SUl\1MARY
TIME CERTAIN 1/16/02 AT 1:30 PM
Meeting Date: January 16, 2002
Division:
District 1
Bulk Item: Yes
No
Department: Commissioner Dixie M. Spehar
AGENDA ITEM WORDING:
Presentation and action on the recommendations from the Human Services Review Committee
(HSRC).
ITEM BACKGROUND:
At the special meetiI:\g of the BOCC July 31, 2001, the Commission voted to establish a committee
which was "charged with identifying a core group of non-profit organizations to be funded by the
BOCC and establish criteria to qualify for funding." This committee has met several times, and has
categorized services into three groups, listed criteria for funding in each group, and established
percentage guidelines to assist the Human Services Advisory Board in making its funding
recommendations.
PREVIOUS REVELANT DOCC ACTION:
,
.~
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS:
)
/
I
BUDGETED: Yes
No
TOTAL COST:
COST TO COUNTY:
REVENUE PRODUCING: Yes
No
AMOUNT PER MONTH
Year
--
APPROVED BY: County Atty OMB/Purchasing _ Risk Management_
DIVISION DIRECTOR APPROVAL:
d~ m ~.uJ
I (Commission r Dixie M. Spehar)
DOCUMENT A nON:
Included X
To Follow
Not Required_
DISPOSITION:
. :/ ')
AGENDA ITEM # /-;C.j
Revised 2/27/0 I
t+... 2,
fk I:J:J ~O~
HUMAN SERVICES REVIEW COMMITTEE RECOMMENDATIONS
At the special meeting of the Board of County Commissioners July 31, 2001, the Commission voted to
establish a committee which was "charged with identifying a core group of non-profit organizations to be
funded by the BaCC and establish criteria to qualify for funding." Members of the committee were:
Commissioner Dixie Spehar, Monroe County Health Department Director Jake Rutherford, Rural Health
Network Healthy Kids Director Keith Douglass, Wesley House Executive Director Joseph Barker,
Human Services Advisory Board Chairperson Alexsandra Leto, and Guidance Clinic of the Middle Keys
Director of Operations Debbie Barsell. This committee has met several times, and has categorized
services into three groups, listed criteria for funding in each group, and established percentage guidelines
to assist the Human Services Advisory Board (HSAB) in making its funding recommendations.
The recommendations of the Human Services Review Committee are as follows:
. The overall human service funding of the BaCC was considered. Funding required by law, such as
Baker Act services, will remain directly funded by the BaCC, as will funding for cultural programs.
Mental health services, medical services, and recreational services, fonnerly funded directly by the
BaCC as part of the budget process~ will now apply to the HSAB.
. The FY02 funding for agencies now recommended to apply to the Human Services Advisory Board
totals $1,288,852.00. This will be an increase in both the amount and the number of agencies
applying to the HSAB, but not an overall increase in total funding. The amount for FY03 may vary.
;i
. The three groups are medical services (physical, mental and behavioral care services), core services ~
(non-medical but basic essential human needs services), and quality of life improvement services
(services to improve the quality of life for any individual or community). A listing of these groups
and the criteria for each are attached.
. As guidelines for the Human Services Advisory Board to consider in making its funding
recommendations, medical services would receive 65%, core services 30%, and quality of life
improvement services 5% of total funding. The actual recommendations of the Human Services
Advisory Board may vary from these guidelines at the discretion of the HSAB. The accompanying
spreadsheet shows the three groups of services and the FY02 totals and percentages of each.
. With the recommended decrease in the percentage share of funding for the quality of life group of
services, the Committee agreed to request that the Sheriff's Shared Asset Forfeiture Fund Advisory
Board increase funding in this area accordingly as well as from the United Way. Committee member
Keith Douglass agreed to address the Shared Asset Forfeiture Fund Advisory Board at its next
meeting.
. The totaf funding"for services under the oversight of the Human Services Advisory Board should be
increased by 6.7% for FY03, for a new total of $1,375,205.00, to partially compensate for increases in
cost of living and reductions in state funding. It should be noted that the beginning amount of
$1,288,852.00, to which this increase would be applied, includes the additional human service
funding of $79,906.00 (increase from $289,194.00 to $369,100.00) approved by the BaCC at its July
31, 2001 meeting, as well as $45,000.00 awarded to the Health Council of South Florida for a study
of Monroe County's health care needs and $150,000.00 for the Rural Health Network. The net
increase in FY02 was $152,213.00 (from $1,665,544.00 in FYOl to $1,817,757.00 in FY02).
r
.... L\
#:"1
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: April 17, 2002
Division:
District 1
Bulk Item: Yes
No
Department: Commissioner Dixie M. Spehar
AGENDA ITEM WORDING:
Approval for correction of typographic error in Service Groups Criteria presented by the Human
Services Review Committee 2/13/02
ITEM BACKGROUND:
The criteria will be revised to read:
2. Annual unqualified audit for organizations that expend OVER $300,000.
PREVIOUS REVELANT BOCC ACTION:
BOCC approved the Criteria for Funding at the 2/13/02 meeting
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS:
Upon approval, please send correction to Alexsandra Leto, Chair of the Human Services Advisory
Board.
TOTAL COST:
BUDGETED: Yes
No
COST TO COUNTY:
REVENUE PRODUCING: Yes
No
AMOUNT PER MONTH
Year
APPROVED BY: County Arty
OMB/Purchasing _ Risk Management _
DIVISION DIRECTOR APPROVAL:
,)/~ m. \ kh~)
(Commissioner Df'xie M. Spehar)
DOCUMENTATION:
Included X
To Follow
Not Required_
AGENDA ITEM # *-
DISPOSITION:
Revised 2/27/01
MEDICAL SERVICES
This group is designed to accommodate organizations that provide primary
and secondary medical services, dental services, and mental and behavioral
health services.
Services to Include
Physical, mental and behavioral care services including but not limited to
substance abuse and direct and indirect primary and secondary medical and
dental care for the economically and mentally disadvantaged.
Criteria
1. 501(c)(3) designation as a registered non-profit organization with the
IRS.
2. Annual unqualified audit for organizations that expend less tABA over
$300,000.
3. Non-duplication of services and should contribute to and coordinate
with the overall continuum of services network.
4. Have requirements to obtain local match funds from their state,
federal funding, private sources, and/or a requirement to maintain a
sustainability plan, including demonstrated successful fundraising
history.
5. Licensed by appropriate state and/or federal agency to provide the
required services.
WeiQht
6. Be considered a traditional basic "core" service historically
supported by local governments and requiring a significant amount of
local and other funding.
7. Requires recurring funds at the local level in addition to other
funding sources.
8. Description of services funded that relate to Medical Services.
9. Consideration should be given to organizations with a
demonstrated history of having a "waiting" list or demonstrated need.
CORE SOCIAL SERVICES RELATED TO SAFETY AND SECURITY SERVICES
This group is designed to accommodate organizations that provide non-medical, but
otherwise basic, essential human needs services to the disadvantaged.
Services to Include
~ Services for the homeless and near homeless, who are abandoned or removed
from the home because of violence, legal issues or family dysfunction, or are in
need of food, clothing or housing.
~ Emergency disaster relief including but not limited to rescue and temporary
shelter.
~ Services for adult and child daycare, health and hygiene services.
~ End-of-Iife support for the disadvantaged of any age.
Criteria
1. Documented 501{c){3) non-profit organization by the IRS.
2. Annual unqualified audit for organizations that expend less theA over
$300,000.
3. Non-duplication of services and should contribute to and coordinate with the
overall continuum of service network.
4. Have requirements to obtain local match funds from their state, federal
funding or private sources and/or requirement to maintain a sustainability
plan, including demonstrated successful fundraising history.
5. Licensed by the appropriate state and/or federal agency to perform the
services provided.
Weight
6. Requires recurring funds at the local level in addition to other
funding sources.
7. Consideration should be given to organizations with a demonstrated
history of having a "waiting" list or demonstrated need.
8. Consideration should be given first to organizations providing
countywide services and/or completing the existing network of like services.
9. Description of services funded that relate to the Core Social
Services.
QUALITY OF LIFE IMPROVEMENT SERVICES
This group is designed to accommodate organizations that provide services
created to improve the quality of life for any individual or community.
Service to Include
~ Educational, preventative and other services including recreational and
cultural services.
~ Information, referral, educational, training and guidance services.
Criteria
Weiaht
1. Documented 501(c)(3) non-profit organization by the IRS or
2. Annual or financial statement or a business plan for
organizations that expend less thSA over $300,000.
3. Non-duplication of services and should contribute to and
coordinate with the overall continuum of service network.
4. Description of services funded that relates to quality of life
improvement services.
NOTE:
It should be further noted that priority will be given to proposals which:
1. Target the working poor and financially-vulnerable citizens,
racial and ethnic minority citizens and/or citizen groups with
demonstrated, unmet needs.
2. Provide services, which have a demonstrated effect on:
reducing other costly medical, social, judicial and/or other
services (prevention) and/or supplementing current effective
services (augmentation).