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Item D34 BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: August 16. 2006 Division: Housing & Community Development Bulk Item: Yes ----.L.. No Department: Housing & Community Development Staff Contact Person: James R. "Reggie" Paros AGENDA ITEM WORDING: Approval of payment to Jerry Coleman, P.L., for professionai iegai services rendered regarding Workforce Housing and other Monroe County issues, in the total amount of$33,841.63 ITEM BACKGROUND: The attached Invoice #10321, in the amount of$33,841.63, covers the period of June 1 - 30, 2006. PREVIOUS RELEVANT BOCC ACTION: On August 17,2005, Board approved a Standard Legal Services Agreement No. CA Y-CON-2005-07-01 between Monroe County and Jerry Coleman for Legal Services for the Workforce Housing Committee. On January 18, 2006, Board approved a First Amendment to Standard Legal Services Agreement No. CAY-CON-2005-07-01 (Consulting/Advising) between Monroe County and Jerry Coleman, Esq. to provide for John Rockwell, Esq, to assist Mr. Coleman in providing legal services to Monroe County. CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATIONS: Approval. TOTAL COST: $33.841.63 BUDGETED: Yes X No COST TO COUNTY: $33.841.63 SOURCE OF FUNDS: General Fund Ad Valorem REVENUE PRODUCING: Yes No-X AMOUNT PER MONTH_ Year APPROVED BY: County Atty YES OMBIPurchasing N/ A Risk Management N/ A DIVISION DIRECTOR APPROVAL: James R. "Reaaie" Paras DOCUMENTATION: Included X Not Required DISPOSITION: AGENDA ITEM # Jerry Coleman, P.L. 201 Front Street Suite 203 Key West, FL 33040 Invoice submitted to: Stacy DeVane Monroe County Housing and Community Development c/o Marathon Airport 9400 Overseas Highway, Suite 200 Marathon FL 33050 6/9/2006 July 17, 2006 Workforce Comm. Invoice # 10321 Professional Services Date Description H rs/Rate Amount 0.90 225.00 250.00/hr 0,30 75.00 250.00/hr 1.50 375.00 250.00/hr 0.10 25.00 250.00/hr 0.20 50.00 250.00/hr 0.10 25.00 250.00/hr 1.20 300.00 250.00/hr 1.40 350.00 250.00/hr 1.40 350.00 250.00/hr 0.50 125.00 250.00/hr 6/1/2006 Lease revision; Telephone call with S, Hutton RE lease JC Meet With J. Sanders RE litigation preparation statutes JC Draft/revise lease JC 6/2/2006 Message to S. Seibert JC Wilson Atkinson RE Seahorse (Key Largo) JC Email RE Task Force appointees JC Telephone call to N. Petrick; ordinance staff reports - 9.5-120.4; Messages to H. JC Beckmann Review/analyze lease; E-Mail To E. Swift JC Conference Call with C, Hamlin, Esq, RE Tradewinds JC Return telephone call from T. Symroski; Telephone call to J. Sanders RE DCA JC change 305-292-3095 Telephone call with A. Joulani RE housing planning 0.70 />'"""-1 ._ 250.00/hr Telephone call with R. Paros; appraisal policies and resolutions, etc. (.j1!~ I .../ 250.00/hr Review/analyze em ails RE appraisals; E-Mail from C. Hamlin RE Tradewinds 0.20 175.00/hr Stacy DeVane Date Description 6/2/2006 Telephone call to B. lannotta - NO CHARGE JC Telephone call to S. Seibert; lease revisions JC Conference Call with R. Jetton RE ordinances; Telephone call to E. Hughes JC 6/3/2006 Draft/revise lease; updates to S. Hutton on lease revisions; update to BOCC4 JC JC Draft/revise ordinances - 9.5-120.4; staff report: E-Mails To Planning JC Telephone call from H. Beckmann RE ordinances 6/5/2006 Review/analyze nrrlin;'lnrAS OOOR-nn1.1 ?n06: TAIi=~phone Calls With.J. Sanders and JC M TA7;olIH..,S JC DrafUrevise appraisal policies JC JC JCR JCR Conference With J. Coleman RE affordable strategy planning; review census data; Telephone Calls With M. Tezanos RE Tier Map ordinances; Telephone call with J. Sanders and review and compare Tier map ordinances Conference Call with A. Joulani and J. Coleman JCR JCR DrafUrevise SOCC agenda items for fractional ROGO, ROGO transfer and 6 point JCR Review/analyze and revise 9.5-227 ordinance and staff report Hrs/Rate 0.20 250.00/hr 1.40 250.00/hr 0.90 250.00/hr 2.50 250.00/hr 0.30 250.00/hr 0.10 250.00/hr 1.60 250.00/hr 0.70 250.00/hr 1.40 175.00/hr 0.10 175.00/hr 0.70 175.00/hr 1.80 175.00/hr Page 2 Amount 50.00 350.00 225.00 625.00 75.00 25.00 400.00 175.00 175,00 375.00 35.00 245.00 17. 50 122.50 315.00 Stacy DeVane Date Description 6/5/2006 E-Mail From H. Beckmann; E-Mail From B. Calhoun RE RFP JCR 6/6/2006 Telephone call from D. Rice RE RFP JC Telephone call from J. Stuncard RE PC opposition - NO CHARGE JC Review/analyze 9.5-227 ordinance JC Plan & Prepare for meeting; Meet With County RE Carlisle JC Telephone call with T. Willi; review Tier ordinances; Meet With E. SWift; Telephone JC call with S. Hutton Meet With J. Rockwell RE 9.5-227 JC Review/analyze ordinances; comp plan research RE height; begin height drafting JC Review/analyze and compare Tier Map ordinances JCR Meet With R. Paros, J. Sanders, J. Coleman, M. Rosch, T. Willi, S. Hutton, A JCR Joulani RE Carlisle prep - NO CHARGE E-Mail To J. Sanders RE Tradewinds lease comments; draft agenda items; E-Mail JCR To J. Sanders and M. Tezanos; Conference With J. Coleman Meet With Carlisle group JCR Draft/revise 9.5-227 staff report and ordinance; Conference With J. Coleman; JCR E-Mail To N. Petrick; E-Mail From J. Sanders RE 9.5-227 6/7/2006 Plan & Prepare for T. Suber call; Telephone call with D. Rice JC Message to T. Willi RE LOU; Meet With J. Rockwell RE 6 point RaGa JC Page 3 Hrs/Rate Amount 0.20 35.00 175.00/hr 0.20 50.00 250.00/hr 0.10 25.00 250.00/hr 0.80 200.00 250.00/hr 2.90 725.00 250.00/hr 1.40 350.00 250.00/hr 0.30 75.00 250.00/hr 1.90 475.00 250.00/hr 0.50 87.50 175.00/hr 1.40 245.00 175.00/hr 0.80 140.00 175.00/hr 1.50 262.50 175.00/hr 1.60 280.00 175.00/hr 1.00 250.00 250.00/hr 0.20 50.00 250.00/hr Stacy DeVane Date Description 6/7/2006 Telephone call with S, Hutton RE DCA JC JC JC JC JC JC JC JC JCR JCR JCR JCR JCR JCR JCR Telephone call with T. Willi RE DCA Conference Call with J. Rockwell and H. Beckmann RE ordinance drafting Review/analyze emergency ordinance; Conference With J. Rockwell Telephone call with E. Hughes RE Park Village purchase agreement Meet With J. Rockwell RE 6 point ordinance Conference Call with J. Rockwell and J. Sanders RE 380s and 9.5-227 Conference With J. Rockwell RE max height ordinance Message to J. Sanders RE 9,5-227; Conference Call with T. Suber, R. Jetton and J. Coleman E-Mail From N. Petrick RE 9.5-227; E-Mail From H. Beckmann RE 6 point lot DrafUrevise 6 point Jot ordinance; Telephone call with J, Sanders RE 9.5-227; E-Mail From H. Beckmann RE 6 point lot; Conference With J. Coleman Telephone call from S. Hutton with J. Coleman RE DCA update; Conference Call with H. Beckmann and J. Coleman RE 6 point and fractional ROGO Conference With J. Coleman RE 9.5-227 and revise 9.5-227 and 6 point ordinances; E-Mail To J. Sanders and N. Petrick Message from and Return telephone call to J. Sanders RE 9.5-227; revise 6 point staff report and ordinance; E-Mail To H. Beckmann and N. Petrick DrafUrevise max height ordinance; E-Mail To S. Maloney RE height language Hrs/Rate 0.20 250.00/hr 0.20 250.00/hr 0.50 250.00/hr 0.50 250.00/hr 1.20 250.00/hr 0.10 250.00/hr 0.20 250.00/hr 0.20 250.00/hr 0.90 175.00/hr 0.20 175.00/hr 0.70 175.00/hr 0.70 175.00/hr 1.00 175.00/hr 0.60 175.00/hr 0.80 175.00/hr Page 4 Amount 50.00 50.00 125.00 125.00 300.00 25.00 50.00 50.00 157.50 35.00 122.50 122.50 175.00 105.00 140.00 Stacy DeVane Page 5 Date Description Hrs/Rate Amount 6/8/2006 Plan & Prepare for and Conference Call with E, Swift; S. Seibert and J, Rockwell 1.00 250.00 JC 250.00/hr J Ried RE Upper Keys rental sites 0.20 50.00 JC 250.00/hr To court case to confer with M, Conaway and R Shine 0.80 200.00 JC 250.00/hr Review/analyze Park Village with J. Rockwell 0.40 100.00 JC 250.00/hr Message to and Return telephone call from M. Rosch RE Park Village 0.20 50.00 JC 250.00/hr E-Mails To RE Overseas and Park Village; Compare v9 to v14 100 250.00 JC 25000lhr - Conference Call with E. Swift, J. Coleman and S. Seibert 0.80 140 00 JCR 175.00/hr DrafUrevise max height ordinance; E-Mail To J. Sanders and J. Coleman 0.20 35.00 JCR 175.00/hr Revise 9.5-227 ordinance; Conference With J. Coleman RE Park Village purchase 1,10 192,50 JCR agreement and revise 17500/hr Conference Call with E. Hughes RE lease; revise lease; Conference With J. 0.80 140.00 JCR Coleman; E-Mail To E. Hughes and E. Swift 175.00/hr 6/9/2006 Telephone call to J. Marston and T. Koenig RE lease; Telephone call from JC Hutton - Overseas E-Mail From S. Hutton RE lease comments; review Tier ordinances S. 1.90 475.00 250.00/hr 1.00 250.00 250.00/hr 1.00 250.00 250.00/hr 1.20 210.00 175.00/hr 0.50 125.00 250.00/hr JC Telephone call with R. Jetton and review items JC Telephone call with M. Rosch HE appraisals JCR JC Return telephone call from S. Hutton Stacy DeVane Page 6 Date Description Hrs/Rate Amount 6/10/2006 Scan and send expected Tier adoption objections to MC parties; store BOCC 2.50 625.00 JC materials, resolutions, minutes - electronic versions for ongoing affordable taskings 250.00/hr Meet With J. Rockwell RE max height ordinance 0.10 25.00 JC 250.00/hr Compend affordable statutes - distribute 1.00 250.00 JC 250.00/hr DrafUrevise and review v14 Park Village lease 2.70 675.00 JC 250.00/hr Review/analyze resolutions authorizing affordable housing ordinances; Conference 0.80 140.00 JCR With J. Coleman RE planning and coordinating 175.00/hr Conference With J. Coleman RE max height ordinance 0.10 JCR 175.00/hr 6/11/2006 Telephone call with D. Windle RE PC affordable ordinances 0.70 JC 250.00/hr DrafUrevise Park Village/Overseas leases 3.00 JC 250.00/hr Return telephone call from C. Bull RE council housing 0.30 JC 250.00/hr 6/12/2006 Return E-Mail To R. Paros RE dates of ordinances 0.40 JC 250.00/hr Email res pones RE ordinance challengers and scheduling 1.90 JC 250.00/hr Messages to G. Patton RE various workforce issues 0.20 JC 250.00/hr Telephone call to D. Spehar RE workforce ordinances and policies 0.80 JC 250.00/hr Review with J. Rockwell v15 and Overseas; Telephone Calls With E. Swift and 5,20 JC Conference Call with E. Hughes 250.00/hr E-Mails To Marathon RE County plans; Return E-Mail To S. Hutton 0.50 125.00 JC 250.00/hr Stacy DeVane Page 7 Date Description Hrs/Rate Amount 6/12/2006 E-Mail statutes to Marathon 0.60 150.00 JC 250.00/hr Draft/revise v15 Park Village lease 3.20 560.00 JCR 175.00/hr Conference With J. Coleman RE Park Village v15 and Overseas; revise lease; 4.40 770.00 JCR E-Mail To E. Hughes; Conference Call with J. Coleman, E. Swift and E. Hughes 175.00/hr 6/13/2006 Conference Call with J. Rockwell and J. Marston; revise lease 2.00 JC 250.00/hr Return telephone call to A. Henson RE transfer ordinance - NO CHARGE 0.50 JC 250.00/hr Telephone Calls To S. Hutton and J. Marston; finalize leases 2.80 JC 250.00/hr Conference Call with N. Petrick RE schedule 0.10 JC 250.00/hr Travel To Marathon council for presentation 1.20 JC 250.00/hr - Conference Call with J. Marston and J. Coleman RE Overseas 2.00 JCR 175.00/hr Draft/revise Park Village v16; Overseas v1 2.00 JCR 175.00/hr Conference Call with J. Coleman and J. Marston RE Overseas v1 0.20 JCR 175.00/hr E-Mail To E. Hughes and E. Swift 0.10 JCR 175.00/hr Plan & Prepare for PC meeting 0.50 JCR 175.00/hr Telephone call from N. Petrick RE agenda ads 0.10 JCR 175.00/hr Draft/revise max height ordinance, advertising language and staff report; update 0.20 JCR ordinance tracking chart 175.00/hr Travel From Marathon 1.20 300.00 JC 250.00/hr Stacy DeVane Date Description Page 8 Hrs/Rate Amount 2.40 600.00 250.00/hr 1.00 250.00 250.00/hr 4.20 1,050.00 250.00/hr 1.00 250.00 250.00/hr 1.00 250.00 250.00/hr 2.40 420.00 175.00/hr 4.20 735.00 175.00/hr 0.50 87.50 175.00/hr 0.20 35.00 175.00/hr 0.20 35.00 175.00/hr 1.00 175.00 175.00/hr 1.50 375.00 250.00/hr 0.30 75.00 250.00/hr 0.60 150.00 250.00/hr 0.50 125.00 250.00/hr 6/14/2006 Travel To and Travel From PC meeting; Telephone call from R. Jetton JC Meet With A. Joulani and Planning Department JC Attend PC meeting JC Lunch Meeting With G. Neugent; S. Popham, B. Loewy and J. Rockwell- NO JC CHARGE Meet With S. Hutton and 8. Shillinger JC Travel To and Travel From Marathon for PC meeting JCR Attend PC meeting JCR DrafUrevise ordinance tracking chart; revise 9.5-120.4 ordinance per PC's JCR comments Telephone calls from R. Jetton RE borrow forward ordinance JCR E-Mails to and From N. Petrick RE withdraw and agenda JCR Lunch Meet With G. Neugent, B. Loewy, S. Popham and J. Coleman - NO JCR CHARGE 6/15/2006 Meet With S. Hutton - NO CHARGE JC Conference With J. Rockwell RE ROGO borrow forward; LOU; review LDRs/comp JC plan Message to G. Patton; Telephone call to G. Patton RE Housing JC Telephone Calls With M. Tezanos; S. Hutton; Messages to and E-Mails to DCA RE J C Overseas Stacy DeVane Date Description 6/15/2006 Message from and Return telephone call to B. lannotta RE RFP; online research - JC NO CHARGE E-Mail To B. Calhoun RE RFP award JCR Draft/revise staff report and RaGa transfer updated ordinance for 6/28 PC; JCR Conference With J. Coleman E-Mail To J. Coleman RE 6/14 PC JCR Telephone call from R. Jetton and E-Mail To M. Tezanos RE Overseas JCR Telephone call with J. Coleman RE Overseas JCR Conference Call with J, Coleman and M. Tezanos - NO CHARGE JCR JCR Review LDRs RE borrow forward provisions 6/16/2006 Messages to T. Willi JC Telephone call from R. Jetton; E-Mail To T. Cohen; E-Mail To S. Hutton and T. Willi JC Review/analyzecomp plan RE borrow forward JCR E-Mail To R. Jetton RE borrow forward JCR E-Mail To M. Tezanos JCR 6/18/2006 DrafVrevise White Paper; online research RE deed restrictions JC Boca 380 v2 review; E-Mail To S. Hutton; review ordinances JC 6/19/2006 Telephone call from and Return telephone call to H. Casas RE Park Village leases JCR Page 9 Hrs/Rate Amount 0.40 250.00/hr 100.00 0.10 17,50 175.00/hr 0.80 140.00 175.00/hr 0.10 17.50 175.00/hr 0.20 35.00 175.00/hr 0.10 17.50 175.00/hr 0.10 17.50 175.00/hr 2.30 402.50 175.00/hr 0.20 50.00 250.00/hr 2.10 525.00 250.00/hr 2.50 437.50 175.00/hr 0.10 17.50 175.00/hr 0.10 17.50 175.00/hr 2.00 500.00 250.00/hr 1.50 375.00 250.00/hr 0.10 17.50 175.00/hr Stacy DeVane Date Description 6/19/2006 E-Mail To J. Sanders, R. Paras, T. Willi, S. Hutton and J. Coleman JCR E-Mail From and Return E-Mail To M. Tezanos and J. Sanders; various emails RE JCR affordable and Task Force planning Message fram and Return telephone call to J. Sanders RE agenda; E-Mail To J. JCR Coleman and D. Rice RE Tallahassee; E-Mail From K. Metcalf RE model Review/analyze purchase and development ordinance in Preparation for SOCC JCR meeting Review/analyze Rowell's; Telephone call to G. Patton; Telephone Calls To G. JC Neugent; Telephone Calls To S. Hutton RE Rowell's JC Online Research RE ordinances; Return E-Mails To JDH RE modeling 6/20/2006 E-Mail To C. Hamlin and P. Rososco RE Overseas v1 JCR JCR Plan & Prepare for SOCC meeting JCR Conference With J. Sanders RE SOCC meeting; Preparation for meeting E-Mail To J. Sanders RE DCA ROGO position; E-Mail Fram N. Petrick; Conference JCR With J. Coleman; revise 6/28 PC staff reports Telephone call with J. Coleman RE PC staff reports; revise and E-Mail To N. JCR Petrick JC Telephone call to D. Rice RE SOCC mtg JC E-Mails To S. Perez and J. Little (DC affordable dinner) JC DrafVrevise White Paper Page 10 H rs/Rate Amount 0.20 35.00 175.00/hr 0.50 87.50 175.00/hr 0.40 70.00 175.00/hr 0.20 35.00 175.00/hr 1.10 275.00 250.00/hr 0.30 75.00 250.00/hr 0.10 17.50 175.00/hr 0.30 52.50 175.00/hr 0.60 105.00 175.00/hr 0.40 70.00 175.00/hr 0.90 157.50 175.00/hr 0.30 75.00 250.00/hr 0.20 50.00 250.00/hr 2.20 550.00 250.00/hr Stacy DeVane Date Description 6/20/2006 Online Research RE administrative relief; online research RE White Paper JC 6/21/2006 Travel To and Travel From Marathon JCR Attend SOCC meeting to present Commissioner Rice's affordable housing report; JCR Telephone call from R. Jetton RE max sale price ordinance (RATE REDUCED PER J. COLEMAN DIRECTION) t P-.eJtU1:,l..A - i> &~ Sf . Sf; '> 6/22/2006 E-Mail To R. Jetton RE max sale price ordinance; Return telephone call to R. JCR Jetton E-Mail To M. Cunningham RE Task Force details - NO CHARGE JCR JCR E-Mail From and Return E-Mail To J. Sanders RE ordinance tracking; E-Mail From and Return E-Mail To N. Petrick RE 9.5-227 E-Mails To and E-Mails From S. DeVane and R. Paros RE 6/27 Task Force agenda JCR E-Mail To Senator L. Bullard and J. Sanders JCR 6/23/2006 E-Mails From S. DeVane RE task force agenda JCR 6/26/2006 Plan & Prepare for Task Force meeting JCR Plan & Prepare for 6/28 PC meeting JCR 6/27/2006 Travel To and Travel From Marathon for Task Force meeting JCR Attend Task Force meeting JCR JCR Plan & Prepare for PC meeting 6/28/2006 Travel To and Travel From Key Largo for PC meeting JCR Page 11 Hrs/Rate Amount 0.20 50.00 250.00/hr 2.40 420.00 175.00/hr 7.70 693.00 90.00/hr 0.30 175.00/hr 0.10 175.00/hr 0.20 175.00/hr 0.20 175.00/hr 0.20 175.00/hr 0.10 175.00/hr 0.30 175.00/hr 0.40 175.00/hr 2.40 .. - 175.00/hr ,'J"//. 2?t\ }./_....{- _-,i~ ~--f! ~.-'rr5.00/hr ,/ 1.00 175.00/hr 4.40 175.00/hr 52.50 17.50 35.00 35.00 35,00 17,50 52.50 70.00 420.00 402.50 175.00 770.00 3052923516 MONROE COUNTY ATT 12:39:34 p,m. 07.27-2006 1 /1 Stacy DeVane Date DescriDtion 6/28/2006 Attend PC meeting JCR E-Mail From and Return E-Mails To M. Cunningham RE Task Force - NO CHARGE JCR 6/29/2006 Draft PC resolutions for Fractional ROGO and Emergency Housing; E-Mail To N. JCR Petrick; revise ordinances; online research Draft/revise ordinance tracking chart; E-Mail To N. Petrick RE PC resolutions JCR Telephone call from J. Sanders RE 9.5-120.4 and BOCC agenda reports; E-Mail JCR To J. Sanders and M. Tezanos; draft BOCC agenda reports 6/3012006 Conference Call with J. Sanders and J. Coleman RE 9.5-120.4 planning JCR E-Mail From J. Sanders; E-Mail To J. Coleman RE 9.5-120.4 and 9.5-227 BOCC JCR staff reports JC Message from J. Sanders; Conference Calls with J. Sanders and J. Rockwell RE text and comp plan amendments Subtotal of charges TOTAL AMOUNT NOT CHARGED For professional services rendered Additional Charges: Date DescriDtion Page 12 Hrs/Rate Amount 2.60 455.000KJ 175.00/hr 0.20 35.00 175.00/hr 1.70 297.50 175.00/hr 0.20 35.00 175.00/hr 0.60 105.00 175.00/hr 0.40 70.00 175.00/hr 0.10 17.50 175.00/hr 1.90 250.00/hr 475.00 ffK- $35,705.50 ($21069.50)~ 169.20 $33,636.oo.{'I, 6/30/2006 legal library charges Total additional charges 205.63 $205.63 trY Total amount ofthis bill . Previous balance &, :5)00 l/ _ 530 3/0 - $. 33/ 'g'tft. ~.3 $33,841.63 €i $74,623.49