Item O04BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: September 21, 2006
Bulk Item: Yes x No
Division: County Attorney
Staff Contact Person: Natileene W. Cassel
AGENDA ITEM WORDING:
Amendment to the Special Counsel Retainer Agreement with Seibert Law Firm and
Bryant Miller & Olive P.A., to change the contract administrator from Mr. Murray
Nelson to Mr. Reggie Parros.
ITEM BACKGROUND:
The County entered into a Special Counsel Retainer Agreement with Seibert Law Firm
and Bryant Miller & Olive P.A., on June 15'`, 2005, the contract is presently in effect.
PREVIOUS RELEVANT BOCC ACTION:
BOCC approval of the original contract in June 2005.
CONTRACT/AGREEMENT CHANGES:
This amendment is solely to change the contract administrator.
STAFF RECOMMENDATIONS: Approval
TOTAL COST:
BUDGETED: YES NO
SOURCE OF FUNDS:
REVENUE PRODUCING: YES — NO X AMOUNT PER MONTH Year
APPROVED BY: County Atty.7 OMB/Purchasing Risk Management
DIVISION DIRECTOR APPROVAL: O 2- ,(
nne A. ffifton
DOCUMENTATION: Inclu Not Required
DISPOSITION: AGENDA Item#
AMENDEMENT TO SPECIAL COUNSEL RETAINER AGREEMENT WITH SEIBERT
LAW FIRM AND BRYANT MILLER & OLIVE P.A.
THIS AMENDMENT (herein after "Amendment") to the Special Counsel Retainer
Agreement between Seibert Law Firm and the firm of Bryant Miller & Olive P.A. ("Agreement")
is made and entered into this day of , 2006, by and between Monroe County
Board of County Commissioners ("County"), a political subdivision of the State of Florida and
the Seibert Law Firm and the firm of Bryant Miller & Olive P.A. (collectively "Attorney").
WHEREAS, on June 15, 2005, the parties entered into a Special Counsel Retainer
Agreement for the creation and development of a comprehensive long term plan to address the
critical shortage of available affordable housing to citizens and residents of Monroe County; and
WHEREAS, in Section 5 of the Agreement, entitled CONTRACT ADMINISTRATION,
Commissioner Murray Nelson was named as the Contract Administrator on behalf of the
Governmental Units cited in the contract and Mr. Nelson has passed away; and
WHEREAS, a contract administrator to serve in the place of Mr. Nelson is necessary
under the Agreement.
NOW THEREFORE the parties hereby agree as follows:
1. Section 5. (A) of the Agreement, shall be amended to read as follows:
(A) For ease and convenience of administration, the Governmental Units
shall from time to time designate one or more persons to provide policy direction
and instructions to Special Counsel in the administration of its duties hereunder,
approving and authorizing work orders and all other matters necessary to
administer this Agreement on behalf of the Governmental Units (the "Contract
Administrator"). The Contract Administrator directed and authorized to act on
Behalf of the Governmental Units shall be Mr. Reggie Paros.
2. The remaining terms of the Agreement entered into on June 15, 2005, not
Inconsistent herewith shall remain in full force and effect.
IN WITNESS WHEREOF, the parties have caused these presents to be executed in
their respective names.
Attest: DANNY L. KOLHAGE, CLERK
By:
Deputy Clerk
Date:
THE SEIBERT LAW FIRM
By:
Authorized Signatory for the Firm
Print Name
Date:
*ASSISTAN
COUNTY ATTO NEY
ED AS O M.
ENE W. CASSEL
�gC0U11J�ATTORNEY
Qata__._� �ffll
BOARD OF COUNTY
COMMISSIONERS OF MONROE
COUNTY, FLORIDA
By:
Mayor Charles "Sonny" McCoy
BRYANT MILLER & OLIVE P.A.
By:
Authorized Signatory for the Firm
Print Name
Date:
SPECIAL COUNSEL RETAINER AGREEMENT
MONROE COUNTY FLORIDA and OTHER PARTICIPATING GOVERNMENTAL ENTITIES
And
THE SEIBERT LAW FIRM and BRYANT MILLER & OLIVE P.A.
Dated May 18, 2005
SPECIAL COUNSEL RETAINER AGREEMENT
This Special Counsel Retainer Agreement is entered into between the Board of County
Commissioners (the "County Commission") of Monroe County, Florida (the "County") and
other participating governmental units located in the County which elect to participate in this
Agreement (collectively, the "Governmental Units"), and The Seibert Law Firm and Bryant
Miller & Olive P.A. (collectively, "Special Counsel').
WHEREAS, the County Commission has determined that there exists a critical need to
address the housing needs of the residents of the County, including housing for low income
families, workforce housing and other affordable housing, on a comprehensive, County wide
basis; and
WHEREAS, the County Commission, together with other local governmental units in
County desires to engage special counsel to assist the County Commission and the
Governmental Units in facilitating the creation and implementation of a long term plan to
address the critical housing needs currently facing the residents of the County; and
WHEREAS, the County Commission is encouraging each of the other Governmental
Units located in the County to join the County Commission in this agreement in order to
facilitate the creation of a comprehensive plan for the citizens and residents of the County; and
WHEREAS, the County Commission, with concurrence of its staff and general counsel,
has authorized and directed the engagement and use of Special Counsel as special counsel to
the County Commission and the other Governmental Units.
NOW, THEREFORE, it is agreed as follows:
1. SPECIAL COUNSEL SERVICES. Special Counsel will provide legal and
consulting services as special counsel to the Governmental Units relative to the facilitation of
the creation and development of a comprehensive long term plan to address the critical
shortage of available affordable housing to the citizens and residents of the County. Such
special counsel services and assistance are to be provided on an hourly and negotiated fee basis
by separate work orders as provided herein and shall generally include the following.
(A) sharing Special Counsel's experiences and prior exposure in housing and
community development and financings, including land use issues, general development issues
with the Florida Department of Community Affairs and the Florida Department of
Environmental Protection and the Florida Legislature, and by filling a leadership role in
facilitating the development and implementation of a long term plan and vision to address the
anticipated housing needs of the residents of the County, and in identification and development
of appropriate revenue resources to fund and finance the Governmental Units housing
initiatives;
(B) facilitating the assembling of community needs and public input regarding
housing issues in a manner that maximizes public input and the development of a long term
vision and plan for the County that meets the consensus needs of the residents of the County;
(C) facilitating the development of appropriate ordinances, resolutions, legislation,
interlocal agreements or other agreements and documents to collaboratively and cooperatively
achieve the Governmental Unit's housing objectives by partnering with one or more public or
private entities;
(D) providing advice and research on housing creation, alternatives, implementation
and financing strategies,
(E) rendering of written memoranda or opinions when necessary;
(F) advice and research on the feasibility and legal sufficiency of statutory and
alternative revenue resources, including, but not limited to the use and leverage of public -
private partnerships and the various resources of all of the Governmental Units;
(G) assistance in the prosecution of any administration rulemaking process, agency
determinations and other forms of litigation, including validation proceedings; and
(I) review of proposed interlocal structures as to legal feasibility, compliance with
applicable law and pending or proposed revisions to the law including United States Treasury
regulations.
2. COMPENSATION FOR SPECIAL COUNSEL SERVICES. SPECIAL
COUNSEL will be compensated for special counsel services at negotiated fees and/or hourly
rates as authorized by specific work orders.
(A) Special Counsel will be compensated for legal services at the following hourly
rates:
(1) Bryant Miller & Olive shareholders and Steven M. Seibert of The Seibert
Law Firm at the rate of $250 per hour;
(2) Bryant Miller & Olive attorneys other than shareholders at the rate of
$195 per hour; and
(3) Bryant Miller & Olive paralegals or law clerks at the rate of $50 per hour.
2
(B) Any negotiated fee for legal services shall include a scope of services and fee
structure authorized by the Governmental Units in writing as provided for herein.
(C) In addition to any negotiated fees or hourly rates, Special Counsel shall be
entitled to receive reimbursement for actual costs incurred, such as computer printing or
photocopies, long distance telephone charges, travel expenses and overnight delivery charges.
Any travel expenses will be reimbursed in accordance with the County Commission's
procedures and guidelines.
(D) The process of developing and implementing the housing availability vision may
require the acquisition or disposition of real property as well as the acquisition of real property
in a development regime, including intangible and tangible personal property. To the extent
the Governmental Units acquires or disposes of real property interests, Special Counsel agrees,
if so requested by the Governmental Units, to coordinate with the Governmental Units to
additionally use and provide appropriate title research and title insurance policies insuring the
real property involved at the minimum premium rates promulgated by the Florida Insurance
Commissioner.
(E) Special Counsel shall bill the Governmental Units periodically, but not more
often than monthly, and provide an itemized statement of fees and costs incurred to date. All
invoices shall be submitted to, approved and processed for payment by the Contract
Administrator as designated herein.
3. IDENTIFICATION OF NECESSARY CONSULTANTS; APPROVAL
PROCEDURE. The development of the proposed housing alternatives initiative contemplated
herein will likely require more than legal expertise. Subject to the recommendation of the
Contract Administrator and the approval of the Governmental Units, Special Counsel shall have
the authority to use or retain on behalf of the Governmental Units such additional consultants,
experts, or counsel that it deems necessary to implement the creation and development of the
housing alternatives initiative of the Governmental Units. Such approval shall be first
requested in writing and shall include a scope of services and method of compensation for each
additional consultant, expert, or counsel requested. If requested, statements for fees and costs
incurred by any approved consultant, expert, or counsel, shall be first reviewed by Special
Counsel and, upon approval, submitted to the Contract Administrator for payment.
4. DISCLOSURE.
(A) Special Counsel, and specifically Bryant Miller & Olive, has disclosed to the
County Commission that it has, and may in the future, serve as disclosure counsel or bond
counsel to several municipalities and other local governmental entities in the County, many of
whom may join the County Commission in this Agreement as a Governmental Unit. The
parties hereto acknowledge and agree that Special Counsel's role as bond counsel or disclosure
counsel to any Governmental Unit is not likely to create or cause any actual conflict, and service
3
as disclosure or bond counsel to other Firm clients will not per se be construed as a conflict or
be objectionable to the Governmental Units.
S. CONTRACT ADMINISTRATION.
(A) For ease and convenience of administration, the Governmental Units shall from
time to time designate one or more persons to provide policy direction and instructions to
Special Counsel in the administration of its duties hereunder, approving and authorizing work
orders and all other matters necessary to administer this Agreement on behalf of the
Governmental Units (the "Contract Administrator"). The initial Contract Administrator
directed and authorized to act on behalf of the Governmental Units shall be
Commissioner Murray Nelson.Chairperson, Affordable Housing
Oversight Committee
(B) Special Counsel shall be entitled to reasonably rely upon direction received from
the designated Contract Administrator. '—
(C) Special Counsel and Contract Administrator are hereby directed and authorized
to process the initial work order under this agreement in substantially the form attached as
Exhibit A hereto. Subsequent amendments to the foregoing work order or subsequent work
orders shall be in substantially similar format and approved by the Contract Administrator.
(D) The representative for Special Counsel shall be as follows:
(1) The primary contact person shall be Steven M. Seibert of The Seibert Law
Firm.
(2) It is understood that Robert C. Reid of Bryant Miller & Olive shall be
primarily responsible for finance and housing related matters and that Cari Roth, of
Bryant Miller & Olive shall be primarily responsible for managing legislative relations.
(3) All work performed by any Special Counsel shall be coordinated with
each other Special Counsel and the Contract Administrator.
6. GENERAL.
(A) This agreement shall be governed by and construed in accordance with the laws
of the State of Florida. This agreement may be amended only by a written agreement entered
into by the parties.
(B) This agreement may be terminated with or without cause by the Contract
Administrator or by Special Counsel at any time upon thirty (30) days prior written notice. In
the event of termination, Special Counsel shall assume responsibility for completion of and shall
be compensated for all representation requested prior to the notice of termination. Provided
however, the Contract Administrator may terminate this agreement for breach by Special
4
Counsel with such notice as may be reasonable under the circumstances. In the event of
termination, with or without cause, Special Counsel shall be compensated in accordance
herewith for approved time and expenses, expended prior to the date of termination.
(C) This agreement may be executed in multiple counterparts.
(D) This agreement shall be effective on the last date this agreement is executed by
the County Commission and Special Counsel.
IN WITNESS WHEREOF, the Board of County Commissioners of Monroe
County, Florida and other local governmental units subsequently joining into this Agreement,
The Seibert Law Firm and Bryant Miller & Olive P.A. have caused this Special Counsel Retainer
Agreement to be executed as of this LS!�day of 2005.
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By:
Dixie M. Spehar, Mayor
[AGE, Clerk
MONR TTORNEY
a.0 , T FORM:
E S. HIL INGEK JR.�
ASSIS N` 7 UN ATTORNEY
Date cram- z
r =-<
By:
�4hareholder and uthorized Signatory
5
FMHBIT A
FORM OF WORK ORDER
Authorized by:
And accepted by:
Title: Contract Administrator Special Counsel
Date:
A- 2
Date: