Item B12BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: 2/15/06 Division: Public Works
Bulk Item: Yes X No Department: Solid Waste Management
Staff Contact Person: Carol A. Cobb
AGENDA ITEM WORDING: Approval of First Amendment to Solid Waste and
Recycling Collection Franchise Agreement with Keys Sanitary Service
ITEM BACKGROUND: On May 19, 2004, the Board of County Commissioners approved
an Agreement with Keys Sanitary Service for the collection and management of solid
waste and recyclables. This Amendment modifies Keys Sanitary Service's audit
accounting provisions.
PREVIOUS RELEVANT BOCC ACTION: As stated above.
CONTRACT/AGREEMENT CHANGES: As stated above.
STAFF RECOMMENDATIONS: Approval
TOTAL COST: N/A BUDGETED: Yes
COST TO COUNTY: N/A SOURCE OF FUNDS:
No N/A
REVENUE PRODUCING: Yes —No X AMOUNT PER MONTH Year
APPROVED BY: County Atty X OMB/Purchasing X Risk Management _N/A
DIVISION DIRECTOR APPROVAL:
Dent Pierce
DOCUMENTATION:
DISPOSITION:
Revised 2/05
Included X Not Required
AGENDA ITEM #
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: Keys Sanitary Service
Contract # N/A
Effective Date:
2/15/2006
Expiration Date:
9/30/2009
Contract Purpose/Description:
Amendment to Solid Waste and Rec clip
Collection Franchise Agreement
Contract Manager: arol
4432
Solid Waste Management/Stop
XebLAq
#1
(Name)
(Ext.)
(Department/Stop #)
for BOCC meeting on 2/15/2006
Agenda Deadline: 1/31/2006
CONTRACT COSTS
Total Dollar Value of Contract: $ N/A Current Year Portion: $
Budgeted? Yes❑ No ❑ Account Codes: - - -
Grant: $ N/A - - -
County Match: $ N/A - - -
IEstimated Ongoing Costs: $N/A/yr
(Not included in dollar value above)
ADDITIONAL COSTS
For: N/A
N/A
salaries, etc.
CONTRACT REVIEW
Changes
Date Out
Date In
Needed ev
Division Director
Yes❑ No[:] //Z�
Risk Management
Yes❑ No❑
O.M.B./Purchasing
D(o
Yes❑ No❑
41 )l 7 D
County Attorney
/ %� G
Yes❑ No[�
ln�
�
-
e
Comments:
44 �" s
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OMB Form Revised 2/27/01 MCP #2
i
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AMENDMENT TO SOLID WASTE AND RECYCLING COLLECTION
FRANCHISE AGREEMENT
THIS AMENDMENT is entered into this _ day of , 2006, by and between
Monroe County, a political subdivision of the State of Florida, ("County"), and Ted Carter Enterprises,
Inc. DBA Keys Sanitary Service, a Florida Corporation, ("Operator").
WHEREAS, on May 19, 2004, the parties entered into that certain SOLID WASTE AND
RECYCLING COLLECTION FRANCHISE AGREEMENT BETWEEN THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY AND TED CARTER ENTERPRISES, INC. DBA
KEYS SANITARY SERVICE of Florida (the "Agreement") for the collection and management of
solid waste and recyclables; and
WHEREAS, the parties have determined that it is to their mutual benefit and interest that the
term of the Agreement be modified;
NOW, THEREFORE, in consideration of the mutual promises and covenants set forth herein
and for other good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the parties agree as follows;
I. All capitalized terms shall have the meanings given them in the agreement unless
specifically noted or the context of usage requires otherwise.
2. Section 6B is modified as follows:
B. Solid Waste and Recycling Collection Rate Adjustments:
For all Collection services, the charges shall be initially based on the rates established in
Exhibit II, and as subsequently adjusted pursuant to this Agreement. The Franchisee shall
receive an annual adjustment in the Residential Solid Waste Collection Service, Commercial
Recycling Collection Service, Commercial Solid Waste Collection Service and Residential
Recycling Collection Service rates. The adjustment shall be made to the combined category of
Residential Solid Waste Collection Service and to Residential Recycling Collection Service
and separately to the combined category of Commercial Solid Waste Collection Service and
Commercial Recycling Collection Service. At the end of the first year of this agreement the
adjustment might be made in accordance with the percentage change in the Consumer Price
Index for all urban consumers (CPIU) for the most recent 12 months available.
If the Franchisor shall determine a need for same and upon 120 days' written notice by the
Franchisor the year following the Franchisee's fiscal year hereby defined as January 1 through
December 31, the Franchisee shall deliver to the Franchisor, in a format shown in Exhibit
IV, (as may be further revised by the Contract Administrator from time to time), a compiled
Financial Statement including at a minimum, a balance sheet and an income statement
representing the financial position and the results of operations respectively of the Franchisee
in each service area. The report will be prepared by a Florida Certified Public Accountant,
who has conducted a compilation of the Franchisee's books and records in accordance with
generally accepted accounting standards.
The Franchisor and Franchisee understand and agree that time is of the essence regarding
receipt of the compiled financial statement. Therefore, if the franchisee fails to provide the
Franchisor with the financial statement on or prior to the date prescribed herein, the
Franchisee shall pay the sum of one hundred dollars (S 100.00) per day for each calendar day
the submittal is late. No extension will be 2ranted exce t for uncontrollable circumstances
as referred to in Section 21. No rate adjustment of any type will be granted to the Franchisee
unless all required financial statements have been filed in a timely manner.
3. Section 27 is modified as follows:
The Franchisee shall maintain within Monroe County adequate records of all Solid Waste
collection and recycling services. The Franchisor or its designee shall have the right to review
all records maintained by the Franchisee upon 24 hours written notice. If the Franchisor shall
determine a need for same and upon 120 days written notice by the Franchisor in the year
following the Franchisee's fiscal year, hereby defined as January 1 through December 31
financial statements will be prepared by a Florida independent certified public accounting
firm prepared in accordance with generally accepted accounting principles, pertaining only to
each individual Collection Agreement and Service Area, shall be delivered to the Franchisor
no later than April 30 of the year following the Franchisee's fiscal year, hereby defined as
January I through ecem er 31. No extensions will be_granted except for uncontrollable
circumstances as referred to in Section 21. No rate adjustment of any type will be granted
to the Franchisee unless all required financial statements have been filed in a timely manner.
Franchisee shall maintain all books, records and documents directly pertinent to performance
under this Agreement in accordance with generally accepted accounting principles
consistently applied. Each party to this Agreement or their authorized representatives shall
have reasonable and timely access to such records of each other party to this Agreement for
public records purposes during the term of the Agreement and for four years following the
termination of this Agreement.
4. Exhibit IV, page 1, is modified as follows:
EXHIBIT IV
FINANCIAL REPORTING FORMAT
The Franchisee shall submit to the Franchisor a compiled operating cost statement prepared in
accordance with generally accepted accounting standards.
The Franchisee shall disclose as part of the Statement of Income and Expense all methods of
allocations used to distribute costs between commercial and residential operations. The
disclosure shall be in narrative form and include the basis for the allocation method.
The Franchisee shall provide a description of the expenses classified as Other Operating
Costs and Other General and Administration.
Any allocations made will need to be disclosed in a narrative format, along with the basis for
those allocations. Additionally, it is understood that each Franchisee shall utilize the accrual
basis of accounting for income and expenses.
Attached is the required format for financial statement reporting in accordance with this
Franchise Agreement.
S. Except as provided in this Amendment, in all other respects the terms and conditions of
the May 19, 2004 Agreement remain in full force and effect.
THIS AMENDMENT SHALL BE RETROACTIVELY EFFECTIVE FOR FISCAL
YEAR 2005 AND SHALL REMAIN EFFECTIVE THROUGH THE END OF THE
FRANCHISE AGREEMENT.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year
first above written.
(SEAL)
ATTEST BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
DANNY L. KOLHAGE, CLERK
By: By
Deputy Clerk Mayor/Chairperson
(SEAL) TED CARTER ENTERPRISES, INC. DBA
ATTES SANITARY SERVICE
By: '
Title e Y itle:
re
State of Florida
County of Monroe
On this l i th day of January, 2006, PERSONALLY APPEARED BEFORE ME, the
above signed authorities, John E. Carter, Jr., and John E. Carter, Sr. to me known to
be the persons who executed foregoing instrument and acknowledged that they
executed the same as their free act and deed.
AV,, ELVME H A BFATn
r MY COMMISSION # DD 16116U
EXPIRES: October27 2006
�f , 80WG#rnru Notary PWic uncle wrhor$
Notar Public Signature Notary Stamp
John E. Carter, Jr. and John E. Carter, Sr. are personally known to Notary Public.
-� I ORNEwY
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