Item M12BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date:, 2/18/09 Divisioii: _ Administration
Bulk Item: Yes x No Department: Administration
Staff Contact Person/Phone #: Roman Gastesi., x4441
AGENDA ITEM WORDING: Approval of an agreement between Monroe County and
Quantum Results, Inc., for federal and State lobbyist services, advocating for funding on the
subject of wastewater and other infrastructure projects in the Florida Keys.
ITEM BACKGROUND:
In light of the potential Stimulus Plan funding at the State and federal level, as well as the
$200,000,000 State allocation for wastewater projects, we propose a team of lobbyists to pursue this
funding for Monroe County. Quantum Results, Inc., represents one of the four firms.
PREVIOUS RELEVANT BOCC ACTION:
NA
CONTRACT/AGREEMENT CHANGES:
NA
STAFF RECOMMENDATIONS:
Approval
TOTAL COST:$60,000 + expenses INDIRECT COST: BUDGETED: Yes No X
COST TO COUNTY:, $60,000 + expenses SOURCE OF FUNDS:
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing Risk Management
DOCUMENTATION: Included Not Required
DISPOSITION:
Revised 1 /09
AGENDA ITEM #
AGREEMENT BETWEEN M 1 ],ROE COUNTY AND
QUANTUM RESULTS, TS,, INC.
THIS AGREEMENT, made and entered into this day of _ _ 2009, kky
and between the BOARD OF COU? 'COMMISSIONERS OF MONROE COUNTY, FLOMDA,
("COUNTY"); a political subdivision of the State of Florida whose address is 1100 Simon-toa
Street, Key West, Florida 33040, and QUANTUM RESULTS, INC. ('CONSULTANT").
WHEREAS, Chapter 99-395, Laws of Florida, j-equires that onsite sewage treatment and
disposal systems be compliant with regulations for effluent discharge by July 1, 2010; and
WHEREAS, Monroe County, independent special districts, private utilities, and
municipalities (the wastewater authorities) are engaged in efforts to provide centralized
wastewater treatment plants and collection systems throughout the Florida Keys or are upgrading
their treatment systems to meet the 2010 requirements; and
WHEREAS, Chapter 2008-49, Laws of Florida (the "Act"), effective July 1, 2008,
authorizes the issuance of bonds, and authorizes the provision of funds from the Save Our
Everglades Trust Fund over a four-year period for the Keys Wastewater Plan starting in July
2009; and
WHEREAS, it is critical to the development and construction of wastewater treatment
and collection systems at costs that the local property owners can afford to obtain the full amount
of the State bond monies authorized; and
WHEREAS, the wastewater authorities have indicated an interest in sharing the costs of
a contract between the County and the Attorney to lobby the State to issue bonds and appropriate
$50,000,000 per year to the wastewater entities in the Florida Keys, as well as any other efforts
to obtain federal or state funding for wastewater and infrastructure projects in the Florida Keys,
and to lobby State regulatory agencies to relax or amend their rules to allow property owners to
come into delayed compliance with Ch. 99-395 if their wastewater authority has one or more
projects scheduled but not completed by July 1, 2010; now, therefore,
In consideration of the mutual covenants and provisions contained herein, the parties
agree as follows:
l . THE CLIENT
The Client is the COUNTY, and to the extent ethically permissible, it's elected and appointed
officers and its employees, in alliance for the purposes of this agreement with the cities of Islamorada,
Key West, and Marathon, Key Largo Wastewater Treatment District and the Florida Keys Aqueduct
Authority, unless COUNTY advises CONSULTANT otherwise. The services provided under this
agreement shall be provided for the collective benefit of the county and the entities named in this
paragraph.
2. THE CONSULTANT
CONSULTANT is the individual or professional association named above and whose legally
authorized signature appears at the bottom of this Agreement. CONSULTANT has been retained
specifically because CONSULTANT is understood by COUNTY to be able to handle this
matter. If CONSULTANT practices with others who may also provide services to COUNTY, he
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or she understand, that COUNTY expedts that CONSUL` P%,,-NTr will be responsibly: for managing th
epresentation, assming compliance of others with the t(-,,nns of this Agrreeaient and ethical
requiremewis, prepaping and substamiming all bills, aml communicating with COUNTY,
CONSULTANT way not delegate or outsource this work, without full written disclosure to, anal
i,)rior written approval from, the COUNT'.
3. TERM OF AGREEMENT
This Agreement Land representation by CONSULTANT is effective upon execution by
CONSULTANT and acceptance and approval by COU1,4TY in accordance with COUNTY'S
policies, ordinances, or governing statutes. Upon execution by CONSULTANT and acceptance
and approval by COUNTY, this agreement will be retroactive to February 6, 2009. The
representation shall continue for one year unless earlier terminated by either the COUNTY, or by
the CONSULTANT in accordance with ethical requirements and/or the terms of this Agreement.
4. SCOPE OF THE WORK
The scope of services will include lobbying services related to the Monroe County legislative
program, including monitoring, identifying, and prioritizing opportunities and challenges for
Monroe County with respect to issues under consideration by the State and federal legislature.
The CONSULTANT (LOBBYIST) shall work closely with the County Administrator or his
designee, or in the absence of either, the County Attorney, and will provide, at a minimum, the
following services:
(A) File Community Budget Issue Requests, as determined by the Board of County
Commissioners, with appropriate House and Senate Legislative Delegation members;
(B) Regularly provide County staff and the Board of County Commissioners with any
new information, and actively seek opportunities to enhance the County's State and federal
legislative program and provide options as to legislative strategy when necessary;
(C) Monitor and analyze State and federal legislation including the budget process and
report to the County, both orally and in writing, any legislative events that may directly or
indirectly impact the County;
(D) During the legislative session, provide the County Administrator with weekly
reports of the past week's activities affecting the County's substantive and appropriations issues
and any other issues that could positively or negatively impact the County;
(E) Identify and act appropriately on State and federal legislation and legislative
proposals that may impact Monroe County;
(F) Identify and secure funding opportunities that may arise from proposed
legislation;
(G) Draft legislation, appropriations requests, and amendments as necessary;
(H) Lobby for Monroe County's position on legislation, appropriations and matters of
interest, including direct contact and communication with the State and federal executive
branches, including officials and agency representatives, and legislators and staff, and testify on
behalf of Monroe County at hearings before legislative committees;
(I) Maintain close working relationships with Monroe County staff,
(J) Provide regular briefing reports to the Board of County Commissioners on key
issues and legislative activity as requested by the Board;
(K) Monitor various State and federal agency actions for potential impact on Monroe
County, and, in the event action is needed, advise the County;
(L) At the conclusion of the legislative session, prepare a final report, including the
final status of the County's legislative priorities and a summary of the impact of major legislative
changes to Monroe County.
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4.1 Profe,zoonal ability Lo_rrerf� T,_-La work, l olw u1tgt ol°cont act n�a,1'1-
_) 1',1SUL TAJ\T wan -ants that he or she is authorized by lay., it) engage in the perfo1=mance of the
activities he rein described, subject to the, terms and conditions set forth in `hose contract
documents. CONSULTANT shall designate an individual to be the contract manager for each
n1�tter and the contract manager shall v.,t Al times exercise independent, professional judgment
and shall assume professional respoasi[_ ility for the services to be provided. CONSULTANT
warrants that he or she and the authorized time keepers are authorized by law and the Rules and
Regulations of The Florida Bar to engage in the performan e of the activities encompassed by
this Agreement. If CONSULTANT is a tricrmber of a law Attorney, either as partner, shareholder,
associate, or other relationship, CONSULTANT warrants that he or she is authorized to enter
into this Agreement.
5. REVIEW OF ETHICAL OBLIGATIONS AND POTENTIAL CONFLICTS OF
INTEREST BEFORE INITIATING REPRESENTATION
CONSULTANT has conducted a thorough investigation and determined that neither CONSULTANT
nor his or her representatives has any ethical impediment, real or potential, including but not limited
to conflicts of interest, to representing COUNTY. To the extent that any ethical impediment, real
or potential, is discovered or ever arises, CONSULTANT shall immediately inform COUNTY in
writing of the impediment (regardless of whether CONSULTANT believes he or she has taken all
steps necessary to avoid the impediment and regardless of whether CONSULTANT believes that
the impediment is insubstantial or questionable), make full disclosure of the situation to COUNTY,
obtain COUNTY' S express, written consent to continue the representation of the other client, and take
all steps requested by COUNTY to avoid or mitigate the impediment. CONSULTANT understands
that, if a direct or indirect conflict of interest arises which, in the opinion of the COUNTY, cannot
be avoided or mitigated under the Rules of Professional Conduct of The Florida Bar, COUNTY may, in
its discretion, (a) obtain reimbursement from CONSULTANT for all fees and expenses paid to
CONSULTANT in this matter; (b) obtain cancellation of all amounts allegedly owed by COUNTY
to CONSULTANT; and (c) obtain reimbursement for consequential expenses incurred by
COUNTY, including the cost of replacement counsel.
6. PAYMENTS TO CONSULTANT
CONSULTANT shall submit to COUNTY invoices with supporting documentation acceptable
to the Clerk. Acceptability to the Clerk is based on generally accepted accounting principles and
such laws, rules and regulations as may govern the Clerk's disbursal of funds.
6.1 CONSULTANT Fee Monthly)
ATTORNEY will be paid for his or her services based on the provision of services on behalf of
COUNTY on a monthly basis due to the need for flexibility and adaptability in meeting with
State and/or Federal officials and the diversity of situations in which lobbying services are
provided. The agreed fee is $5,000.00 per month, not to exceed $60,000 for one year. The
following minimum billing documentation and time -keeper requirements are a condition
precedent to payment by the COUNTY. Payment will be made in accordance with the Florida
Local Government Prompt Payment Act after County receives a proper invoice for the services
provided in the preceding month.
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6.2. Identification of Time -Keepers:
MV1ow h y invoices shall identify the approved] dime -keepers who provided services and a bric.F
summ&ry of the services p)-ovided.
Approved Time Keepers:
Name:
Al Lorenzo
Francois Illas
6.3. Discounts to other Clients
The rates CONSULTANT will charge COUNTY represent the 'Lowest rates charged by the same
time -keepers to other clients. In the event that lower rates or discounts are provided to other
clients, CONSULTANT and approved time -keepers will also provide them on the same basis to
COUNTY.
6.4. Time keepers
As used in this Agreement, the term "time keeper" shall include the individuals identified in
paragraph 6.3 of this Agreement who will be providing services under this Agreement and who
will bill the COUNTY for their services in accordance with this Agreement.
6.5. Time -keeper changes
Time -keepers approved by the COUNTY are listed in paragraph 6.2 of this Agreement, and may be
amended from time to time, upon mutual agreement of the COUNTY and the CONSULTANT, to
evidence the then -current circumstances. Additional time -keepers may not be added to the matter
without advance written approval from COUNTY. In the event that additional time -keepers providing
services which are to be billed to COUNTY are to be added to the staff, then their hourly rates shall be
provided to COUNTY in advance, and, upon written approval by the COUNTY, their rates and
billing practices shall comply with the requirements of this Agreement. COUNTY expects to
receive discounts or other concessions so that any increases or changes in time -keepers will not
result in unnecessary or unreasonable charges to COUNTY, e.g., for training, internal
conferences, and management.
7. BILLING OF FEES AND EXPENSES
CONSULTANT shall comply with the following requirements as to billing fees and expenses as
a condition precedent to COUNTY' S obligation to pay each bill:
7.1. Monthly bills
Unless otherwise agreed in a writing signed by the COUNTY, bills shall be issued monthly by
CONSULTANT within fifteen (15) days after the close of each month. CONSULTANT
understands that COUNTY requires prompt bills in part to facilitate effective management of the
representation and fees.
7.2. Bill format
CONSULTANT shall provide detailed, itemized bills which shall, at a minimum:
7.2.1 Description
Provide a general description of the matter, for which services are being performed. For
example, simply the word "research" is not acceptable, more detail about the type of research
and what was determined by the research is necessary.
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7.2.2 Personnel
Clearly dentify eoch timekc-eper perfofming sc°rvic es in conjunctioi,) k with each entry.
7.31. Expenses
COUNTY will pay the actual, reasonable cost of the following expense items if it cii-i-r ;d in
accordance with the guidelines below and promptly itemized in CONSULTANT'S monthly bill:
Reimbursable expenses include the following:
(a) Expenses of transportation and lodging submitted by CONSULTANT, iii writing
with documentation such as boarding passes and receipts, in connection with travel
authorized by the COUNTY, but only to the extent authorized by State statute and
County Ordinance.
(b) Long distance charges and overnight delivery related to the project shall be
reimbursed at cost.
7.3.1. Travel Expenses
Travel expenses within the CONSULTANT'S local area, defined as a radius of 50 miles from
the timekeeper's office, will not be reimbursed.
Travel expenses outside the local area may only be reimbursed if the travel was approved in
advance by COUNTY. Reimbursable travel expenses, if approved in advance, are the cost of
transportation by the least expensive practicable means (e.g., coach class air travel), the cost of
reasonable hotel accommodations, and the cost of transportation while out of town (e.g., by cab
or rental car, whichever seems reasonable, at the lowest available rate). Travel expenses will be
reimbursed in accordance with the applicable provisions of Florida Statute 112.321 for
"approved travelers" and of the Monroe County Code Article XXVI and shall be summarized on
the Monroe County Travel Form by CONSULTANT with all applicable receipts attached
thereto.
7.3.2. Long distance charges and overnight delivery fees
Long distance charges and overnight delivery fees shall be reimbursed at cost.
7.3.3. Advance approval of expenses
In addition to the items noted above, CONSULTANT shall obtain advance approval from
COUNTY before incurring any expense in excess of $1,000.00 if CONSULTANT expects to be
reimbursed for that expense. COUNTY may refuse to pay any expense for which advance
approval was not obtained by CONSULTANT.
7.3.4. Copies of receipts for expses en
CONSULTANT shall include copies of receipts for all expenses with the itemized monthly bill.
COUNTY may refuse to pay any expense item for which documentation is not provided by
CONSULTANT.
7.3.5. Expenses (and fees) after termination
Upon termination of the representation, CONSULTANT shall promptly bill COUNTY for any
remaining reimbursable expenses and fees. COUNTY may refuse to pay any fees or expenses
not billed within 45 days of termination of the representation. CONSULTANT is also expected
to cooperate promptly with all aspects of termination and, if applicable, transition to other
counsel. Payment for fees and expenses is contingent upon prompt, full cooperation.
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7.4. Bill and expense documentation
CONS C L't'"ANT must maintain supporting documentation for invoices until at least one year
after the termination of the representation. This documentation sii ll be made availabie by
CONSULT � NT to COUNTY (or COUNTY' S designated representative, including an
accountant, the County Clerk or County Clerk's representative, or legal bill auditor) upon
COUNTY' S written request. CONSULTANT agrees to cooperate with any examination of this
documentation and CONSULTANT'S fees and expenses, e.g., by responding promp ly and
completely to any questions COUNTY or its designated representative may have.
CONSULTANT shall notify COUNTY in writing at least 60 days in advance of destroying any
such records and, in the event that COUNTY requests that they be preserved, shall preserve them
at least one additional year or, at the option of the COUNTY, delivered to the COUNTY for
storage by the COUNTY, with COUNTY responsible for paying the actual cost of storage. This
documentation shall include, for example, original time records, expense receipts, and
documentation supporting the amount charged by CONSULTANT for expense items generated
by CONSULTANT or his or her Attorney. COUNTY reserves the right not to pay any fee or
expense item for which sufficient documentation or expense item for which sufficient
documentation is not available to determine whether the item was necessary and reasonable.
8. PAYMENT TERMS
CONSULTANT'S request for payments and reimbursements may be made in either the
CONSULTANT'S name or the name of the CONSULTANT'S representative, as appropriate.
CONSULTANT bills complying with this Agreement are due and payable according to the
Prompt Payment Act. If the bill materially fails to comply with the requirements of this
Agreement, then it is not due and payable until CONSULTANT remedies its deficiencies.
9. MATTER MANAGEMENT
9.1. Billing_ Matters. All billing by CONSULTANT, and additional timekeepers, will be
reviewed by CONSULTANT and that CONSULTANT will serve as the point of contact for this
matter, including billing questions. The COUNTY contact for this billing issues shall be:
Suzanne A. Hutton, County Attorney
1111 12�' Street, Suite 408
Key West, Florida 33040
(305) 292-3470
(305) 292-3516 (facsimile)
9.2. Legislative Matters. All communications between COUNTY and CONSULTANT
regarding legislative matters shall be communicated to the County Administrator, or in his
absence, to the County Attorney. The primary COUNTY contact for these purposes shall be. -
Roman Gastesi, County Administrator
1100 Simonton Street, Room 2-205
Key West, Florida 33040
(305) 292-4644
(305)394-1332 (cell)
(305) 292-4544 (facsimile)
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9.3. -.;1'SULTANT cooperation
CONSUL, T P. NT will cooperate with COT JT�TY or COUNTY' S representatives to promptly
provide all id�fbrmation COUNTY requests or needs. about the subject rnatter of this Agreentent
and CONSULTANT'S bills and handling of the matter.
9.4, t-=OUNTY cooperation
CONSULT .NT should consult with COUNTY about all opportunities for COUNTY to save
money or make use of COUNTY' S expertise to assist in, e.g., meetings with State officials and
drafting of documents. COUNTY may also have personnel and facilities available to reduce the
expenses related to the subject matter of this Agreement.
10. CONFIDENTIALITY AND PUBLIC RELATIONS
CONSULTANT is not authorized to waive or release any privilege or other protection of
information confidential, secret, or otherwise — obtained from or on behalf of COUNTY.
CONSULTANT is to keep all confidential, privileged, or secret information confidential. This
requirement is perpetual, i.e., it will continue even after the termination of the relationship and
this Agreement.
10.1 Prohibition against use of information
This requirement is also intended to prohibit CONSULTANT from using information obtained
from or on behalf of COUNTY, including work product prepared at COUNTY'S expense, for
other client's of CONSULTANT or his or her Attorney, without COUNTY'S advance written
approval.
10.2 No use of County for marketing purposes
CONSULTANT is not authorized to identify COUNTY as a COUNTY, e.g., for purposes of
marketing or advertising, without COUNTY'S prior approval.
11. OWNERSHIP OF CONSULTANT FILES AND WORK PRODUCT
CONSULTANT understands that all files and work product prepared by CONSULTANT or his
or her CONSULTANT at the expense of COUNTY (or for which COUNTY is otherwise billed)
is the property of COUNTY. Without COUNTY'S prior written approval, this work product may
not be used by CONSULTANT or his or her representative nor disclosed by CONSULTANT or
his or her representative to others, except in the normal course of CONSULTANT'S
representation of COUNTY in this matter. CONSULTANT agrees that COUNTY owns all
rights, including copyrights, to materials prepared by COUNTY or by CONSULTANT on behalf
of COUNTY. CONSULTANT shall notify COUNTY in writing at least 60 days in advance of
destroying any such records and, in the event that COUNTY requests that they be preserved,
shall preserve them at least one additional year (with COUNTY responsible for paying the
actual cost of storage). CONSULTANT shall provide COUNTY with prompt access to
(including the ability to make copies of) all CONSULTANT files and work product, regardless
of whether the representation or matter is ongoing and whether CONSULTANT fees and
expenses have been paid in full.
12. DISPUTE RESOLUTION
CONSULTANT and COUNTY agree that if a dispute arises between them that neither shall be
required to enter into any arbitration proceedings related to this Agreement
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12 . l . ID'
�putes regarding hqg 3 or expenses
CONSULT,ANT and COUNTY agree that all d spuf es r egardilW, ("ON, I )IJAIlT'I"S S fees o
expenses area to be resolved pursuant to the procedures and practices fo. mediation by .ylpc
Attorney Consunher Assistance Program of the Florida 13ar.
12.2. Disputes regardinginterpretation
COUNTY and CONSULTANT agree that all disputes and disagreements between them
regarding
interpretation of t14e Agreement shall be attempted to be resolved by a meet and confer session
between representatives of COUNTY and CONSULTANT. If the issue or issues are still not
resolved to the satisfaction of both within thirty (30) days after the meet and confer session, then
either shall have the right to terminate the Agreement upon ten (10) business days notice in
writing to the; other party.
12.3 Legal or Administrative procedures
In the event any administrative or legal proceeding is instituted against either the COUNTY or
CONSULTANT relating to the formation, execution, performance, or breach of this
Agreement, the COUNTY and CONSULTANT each agree to participate, to the extent required
by the other, in all proceedings, hearings, processes, meetings, and other activities related to
the substance of this Agreement; institution of any administrative or legal proceeding shall
constitute immediate termination of this Agreement. CONSULTANT agrees to forward copies of
all documents in his or her possession related to the matter, which is the subject of this Agreement
to COUNTY at the time of filing any administrative or legal proceeding.
12.4 CONSULTANT'S Fees and Costs
In the event any administrative proceeding or cause of action is initiated or defended by the
COUNTY or CONSULTANT relative to the enforcement or interpretation of this Agreement,
the prevailing party shall be entitled to an award of reasonable attorney's fees, and court costs, as
an award against the non -prevailing party, and shall include reasonable attorney's fees, and court
costs in appellate proceedings.
Mediation proceedings initiated and conducted pursuant to this Agreement or as may be required
by a court of competent jurisdiction shall be conducted in accordance with the Florida Rules of
Civil Procedure and the usual and customary procedures required by the circuit court of Monroe
County and shall take place in Monroe County.
13. NOTICE REQUIREMENT
Any notice required or permitted under this agreement shall be in writing and hand delivered or
mailed, postage prepaid, to the other party by certified mail, returned receipt requested, to the
following:
FOR COUNTY
Roman Gastesi
County Administrator
1100 Simonton Street
Key West, FL. 33040
Suzanne A. Hutton
and County Attorney
1111 12' Street, Suite 408
Key West, FL 33040
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FOR CONSULTANT
Francois Illas
300 Aragon Avenue, Suite 375
Coral Gables, FL 33134
Phone 305-4 f6-2946
Fax 305-4 76-0889
14. GOVERNING LAW AND VENUE
This Agreement shall be governed by and construed in accordance with the laws of the State of
Florida applicable to contracts made and to be performed entirely in the State. Venue for any
legal action which may arise out of or under this agreement shall be in Monroe County, Florida.
15. ENTIRE AGREEMENT
The entire agreement between the COUNTY and CONSULTANT with respect to the subject
matter hereof is contained in this Agreement. This Agreement supersedes all prior oral and
written proposals and communications between the COUNTY and CONSULTANT related to
this Agreement. No provision of this Agreement shall be deemed waived, amended or modified
by either party unless such waiver,
amendment or modification is in writing and signed by the party against whom the waiver,
amendment or modification is claimed. This Agreement shall be binding upon and inure to the
benefit of the parties hereto, their permitted successors and assigns.
16. FLORIDA GOVERNIVtENT-IN-THE-SUNSHINE LAW
CONSULTANT agrees that, unless specifically exempted or excepted by Florida law, the
provisions of Chapter 120, Florida Statutes, generally require full and public discussion of
matters to be voted upon by the Board of County Commissioners. CONSULTANT agrees to
consult with the COUNTY Attorney's office concerning the application of the Sunshine Law
from time to time concerning specific circumstances that may arise during the term of this
Agreement.
17. FLORIDA PUBLIC RECORDS LAW
CONSULTANT agrees that, unless specifically exempted or excepted by Florida law or Rules
and Regulations of The Florida Bar, the provisions of Chapter 119, Florida Statutes, generally
require public access to all records and documents which may be made or received under this
Agreement. CONSULTANT agrees to consult with the County Attorney's office concerning the
application of the Public Records Law from time to time concerning specific circumstances that
may arise during the term of this Agreement.
18. NO ASSIGNMENTS
CONSULTANT shall not assign or subcontract its obligations under this agreement, except in
writing and with the prior written approval of the Board of County Commissioners of Monroe
County, which approval shall be subject to such conditions and provisions as the Board may
deem necessary. This paragraph shall be incorporated by reference into any assignment or
subcontract and any assignee or subcontractor shall comply with all of the provisions of this
Agreement. Unless expressly provided for therein, such approval shall in no manner or event be
deemed to impose any additional obligation upon the Board.
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19 TERP NATION
Eith =..r of the partics hereto may terminate this contract with(A f cause by giving 0-ie other pa %
thirty (30) business da y si written notice of its intention to do so.
19.1 l)ocuments forwarded to COIUNTY
CONSULTANT agrees to forward to COUNTY along with. Notice of Termination or upon
receipt of Notice of Termination, depending upon which party terminates the Agreement, copies
of all documents in his or her possession of any nature whatsoever related to the
CONSULTANT'S representation of COUNTY or obta.iDed due to CONSULTANT'S
representatioi) of COUNTY.
19.2 Restriction on Communications
CONSULTANT agrees not to communicate
COUNTY or about this matter.
with the public, including the press, about
20. SEVERABILITY
If a term, covenant, condition or provision of this Agreement shall be declared invalid or
unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants,
conditions and provisions of this Agreement shall not be affected thereby; and each remaining
term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable
to the fullest extent permitted by law unless the enforcement of the remaining terms, covenants,
conditions and provision of this Agreement would prevent the accomplishment of the original
intent of this Agreement. The COUNTY and CONSULTANT agree to reform the Agreement to
replace any stricken provision with a valid provision that comes as close as possible to the intent
of the stricken provision.
21. CAPTIONS
The captions set forth herein are for convenience of reference only and shall not define,
modify, or limit any of the terms hereof.
22. LEGAL OBLIGATIONS AND RESPONSIBILITLES; NON -DELEGATION OF
CONSTITUTIONAL OR STATUTORY DUTIES
This Agreement is not intended to relieve, nor shall it be construed as relieving, either the
COUNTY or CONSULTANT from any obligation or responsibility imposed upon each by law
except to the extent of actual and timely performance thereof by the other, in which case the
performance may be offered in satisfaction of the obligation or responsibility. Further this
Agreement is not intended to authorize, nor shall it be construed as authorizing, the delegation
of the constitutional or statutory duties of the COUNTY, except to the extent permitted by the
Florida Constitution, state statutes, case law, and, specifically, the provisions of Chapter 125,
Florida Statutes.
23. RECORDS
CONSULTANT shall maintain all books, records, and documents directly pertinent to
performance under this Agreement, including the documents referred to in this Agreement, in
accordance with generally accepted accounting principles, consistently applied. Upon ten (10)
business days written notice to the other, representatives of either the COUNTY or
CONSULTANT shall have access, at all reasonable times, to all the other party's books, records,
correspondence, instructions, receipts, vouchers and memoranda (excluding computer software)
pertaining to work under this Agreement for the purpose of conducting a complete independent
fiscal audit. CONSULTANT shall retain all records required to be kept under this Agreement for
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a minimum of five yearns, and for at least four years after the termination of this agreemcuit .
CONSLJJ.TANT shall keep such records as are necessary to document the perforroancEv of the
agreeipent and expensff as incurred, and give access to these records at the reqpjesi. of the
COUNTY, the State of Florida or authorized agents and representatives of said government
bodies. It is the responsibility of CONSULTANT to maintain appropriate record,,; to insure a
proper accounting of all collections and remittances. CONSULTANT shall be responsible for
repaFTment of any and all audit exceptions which are identified by the Auditor General for the
State of Florida, the Clerk of Court for Monroe County, the Board of County Commissioners for
MODroe County, or their agents and representatives.
24. PUBLIC ACCESS
The COUNTY and CONSULTANT shall allow and permit reasonable access to and inspection
of, all documents, papers, letters, or other materials subject to the Florida Public Records Law,
as provided in Chapter 119, Florida Statutes, and made or received by the them, unless
specifically exempted by State Statute, Rules and Regulations of The Florida Bar, or case law.
COUNTY shall have the right to cancel this agreement upon violation of this provision by
CONSULTANT.
25. MONROE COUNTY CODE ETHICS PROVISION
CONSULTANT warrants that he or she has not employed, retained or otherwise had act on his
behalf any former COUNTY officer or employee in violation of Section 2 of 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 this provision the COUNTY may, at its discretion, terminate this
Agreement without liability and may also, at its discretion, deduct from the sums owed under the
Agreement, or otherwise recover, the full amount of any fee, commission, percentage, gift, or
consideration paid to the former or present COUNTY officer or employee. COUNTY employees
and officers are required to comply with the standards of conduct delineated in Section 112.313,
Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts, doing business
with one's agency, unauthorized compensation, and misuse of public position, conflicting
employment or contractual relationship, and disclosure of certain information.
26. PUBLIC ENTITY CRIME STATEMENT
Florida law provides that 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 an agreement to provide
any goods or services to a public entity, may not submit a bid on a agreement 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, sub contractor, or consultant under a agreement 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 thirty-six (36) months from the date of being
placed on the convicted vendor list. CONSULTANT warrants the neither CONSULTANT nor
any authorized time keeper has been named to the convicted vendor list.
27. ANTI -KICKBACK
CONSULTANT warrants that no person has been employed or retained to solicit or secure this
Agreement upon any contract or understanding for a commission, percentage, brokerage or
contingent fee, and that no employee or officer of the COUNTY has any interest, financially or
otherwise, in this Agreement, except as expressly stated herein. For breach or violation of this
warranty, the COUNTY shall have the right to annul this agreement without liability or, in its
Page 11 of 15 Quantum Results, Inc. Lobbyist Contract
Rev. 2/17/09 KMP
discretio n, to deduct any sums to be paid by COUNTY under this Agreement, of otberwise
recover ; the full amount of such commission, p -I rcentage, brokerage or contingent fee.
28. MODIFICATIONS AND AMENDMENTS
This Agreement may not be modified in any way without the expi ess, written consent of both -
parties. Any and all modifications and Amendments of the terms of this Agreement shall be in
writing and executed by the Board of County Commissioners for Monroe County and by
CONSULTANT in the same manner as this Agreement.
29. INDEPENDENT CONTRACTOR
At all times and for all purposes hereunder, CONSULTANT is an independent contractor and
not an employee of the Board of County Commissioners of Monroe County. No statement
contained in this Agreement shall be construed so as to find CONSULTANT or any of the
authorized time keepers, to be the employees of the Board of County Commissioners of Monroe
County, and they shall beentitled to none of the rights, privileges or benefits of employees of
Monroe County.
30. COMPLIANCE WITH LAW
In carrying out CONSULTANT'S obligations under this agreement, CONSULTANT shall abide
by all statutes, ordinances, rules and regulations pertaining to or regulating the provisions of this
Agreement, including those now in effect and hereafter adopted. Any violation of said statutes,
ordinances, rules or regulations shall constitute a material breach of this Agreement and shall
entitle COUNTY to terminate this Agreement immediately upon delivery of written notice of
termination to CONSULTANT.
31. LICENSING
CONSULTANT warrants that CONSULTANT and additional timekeepers do presently have,
shall have prior to commencement of work under this Agreement, and at all times during said
work, all required licenses and permits whether federal, state, County or City.
32. NON-DISCRIMINATION
CONSULTANT agrees that he or she will not discriminate against any person, and it is expressly
understood that upon a determination by a court of competent jurisdiction that discrimination has
occurred, this Agreement automatically terminates without any further action on the part of any
party, effective the date of the court order. CONSULTANT agrees to comply with all Federal
and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These
include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-352) which
prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education
Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits
discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended
(20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age
Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination
on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as
amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive
Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-
616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7)
The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as
amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the
Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the
sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s.
Page 12 of 15 Quantum Results, Inc. Lobbyist Contract
Rev. 2/17/09 KMP
1201 Note), as maybe amended from time to time, relating to nondiscrimination on the basis of
disability; .0) Monroe County (:'.ode Chapter 13, Article VI, which pi:ohibits di criminaliorr on
the basis cpl race, color, sex, religion, national origin, ancestry, sexual o ientation, gender identity
or expression, familial status or age; 11) Any other nondiscrimination provisions in any Federal
or state statutes which may apply to the parties to, or the subject matter of, this Agreement.
33. NON —RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to
enforce or attempt to enforce any third -party claim or entitlement to or benefit of any service or
program contemplated hereunder, and the COUNTY and CONSULTANT agree that neither the
COUNTY nor CONSULTANT or any officer, agent, or employee of each shall have the
authority to inform, counsel, or otherwise indicate that any particular individual or group of
individuals, entity or entities, have entitlements or benefits under this Agreement separate and
apart, inferior to, or superior to the community in general or for the purposes contemplated under
this Agreement.
34. ATTESTATIONS
CONSULTANT agrees to execute such documents as the COUNTY may reasonable require,
including a Drug -Free Workplace Statement, and a Public Entity Crime Statement.
35. COUNTY AUTHORITY
This Agreement has been duly noticed at a legally held public meeting conducted in Monroe
County, Florida. COUNTY' S performance and obligation to pay under this contract, is
contingent upon annual appropriation by the Board of County Commissioners.
36. HOLD HARMLESS AND INSURANCE
Prior to the commencement of work governed by this contract, the ATTORNEY shall obtain
General Liability Insurance. Coverage shall be maintained throughout the life of the contract
and include, as a minimum:
• Premises Operations
• Bodily Injury Liability
• Expanded Definition of Property Damage
•
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$3 00, 000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its
provisions should include coverage for claims filed on or after the effective date of this contract.
In addition, the period for which claims may be reported should extend for a minimum of twelve
(12) months following the acceptance of work by the County.
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
Page 13 of 15 Quantum Results, Inc. Lobbyist Contract
Rev. 2/17/09 KMP
Vehicle Liabifi Insurance regain -ems
Recognizing �'Ihat the work gov€,Kned by this corer ct requires the use of vehicles,, tie
ATTORNEY, p6or to the con meacement of work obtain Vehick., Liability Insura .F
Coverage sha 1. be maintained throughout the life of the contract and :�r���lude, as a minin ura,
liability coverage for
0 Owned, Non -Owned, and 1=1ired Vehicles
The minimufn limits acceptable shall be:
$100,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$ 501000 per Person
$100,000 per Occurrence
$ 251000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
Workers' Comoensation Insurance Requirements
Prior to commencement of work governed by this contract, the ATTORNEY shall obtain
Workers' Compensation Insurance with limits sufficient to respond to the applicable state
statutes.
In addition, the ATTORNEY shall obtain Employers' Liability Insurance with limits of not less
than:
$100,000 Bodily Injury by Accident
$5009000 Bodily Injury by Disease, policy limits
$100,000 Bodily Injury by Disease, each employee
Coverage shall be maintained throughout the entire term of the contract.
Coverage shall be provided by a company or companies authorized to transact business in the
state of Florida.
Professional Liability Requirements
Recognizing that the work governed by this contract involves the furnishing of advise or services
of a professional nature, the Attorney shall purchase and maintain, throughout the life of the
contract, Professional Liability Insurance which will respond to damages resulting from any
claim arising out of the performance of professional services or any error or omission of the
Contractor arising out of work governed by this contract.
The minimum limits of liability shall be:
$250,000 per occurrence/$500,000 Aggregate Prior to execution of this agreement,
CONSULTANT shall furnish COUNTY Certificates of Insurance indicating the minimum
professional liability coverage for CONSULTANT and additional time -keepers in the amount of
$250,000 per Occurrence/$500,000 Aggregate. CONSULTANT agrees to keep the same amount
of coverage or more at all times and to provide proof of said coverage to COUNTY at
COUNTY' S request at any time during the term of the Agreement.
Page 14 of 15 Quantum Results, Inc. Lobbyist Contract
Rev. 2/17/09 KMP
3 7. NO PERSONAL LIABILITY
-No covenant or obligation contained in this Agreement ,,hall be deemed to be a covenant or
obligation of any l ember, officer, agent or employee of the Board of County Commissioners of
Monroe County in his or her individual capacity and no Member, officer, agent or employee of
the Board of County Commissioners of Monroe County shall be liable personally on this
Agreement or be subject to any personal liability or accountability by reason of the execution of
this Agreement,
38. EXECUTION IN COUNTERPARTS
This Agreement may be executed in any number of counterparts, each of which shall be regarded
as an original, all of which taken together shall constitute one and the same instrument and the
COUNTY and CONSULTANT may execute this Agreement by signing any such counterpart.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day
and date first written above.
ATTEST: DANNY L. KOLHAGE, CLERK
By:
Deputy Clerk
Witness to CONSULTANT:
Signature
Print Name
Address
DATE:
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By:
Mayor
•-� ,
NN ON
Cr ,.
CONSULTANT:
Signature
Print Name
DATE:
Page 15 of 15 Quantum Results, Inc. Lobbyist Contract
Rev. 2/17/09 KMP
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date
2/18/09 Division: Administration
Bulk Item: Yes x No
Department:
Administration
Staff Contact Person/Phone #: Roman Gastesi, x4441
AGENDA ITEM WORDING: Approval of an agreement between Monroe County and
Quantum Results, Inc., for federal and State lobbyist services, advocating for funding on the
subject of wastewater and other infrastructure projects in the Florida Keys.
ITEM BACKGROUND:
In light of the potential Stimulus Plan funding at the State and federal level, as well as the
$200,000,000 State allocation for wastewater projects, we propose a team of lobbyists to pursue this
funding for Monroe County. Quantum Results, Inc., represents one of the four firms.
PREVIOUS RELEVANT BOCC ACTION:
NA
CONTRACT/AGREEMENT CHANGES:
NA
STAFF RECOMMENDATIONS:
Approval
TOTAL COST:$60,000 + expenses INDIRECT COST: BUDGETED: Yes No X
COST TO COUNTY: $60,000 + expenses SOURCE OF FUNDS:
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing Risk Management
DOCUMENTATION:
DISPOSITION:
Revised 1/09
Included Not Required
AGENDA ITEM #
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: Quantum Results, Inc Contract #
Effective Date: February 6, 2009
Expiration Date: February 5, 2010
Contract Purpose/Description:
For State Lobbyist services, advocating for funding on the subject of wastewater and
other infrastructure projects in the Florida Keys.
Contract Manager: Roman Gastesi 4441 County Administrator
(Name) (Ext.) (Department/Stop #)
for BOCC meeting on 2/18/09 Agenda Deadline: 2/03/09
CONTRACT COSTS
Total Dollar Value of Contract: $ JP0,000 Current Year Portion: $ gO,Coo
Budgeted? Yes❑ No ❑ Account Codes: 0 01 - by51i'? - 15 v 0
Grant: $ - - - -
County Match: $ - - - -
Estimated Ongoing Costs: $_
(Not included in dollar value above
ADDITIONAL COSTS
/yr For:
CONTRACT REVIEW
lities, janitorial, salaries, etc.
Changes
Date Out
Date In
Needed Reviewer
Division Director
Yes❑ No❑
Risk Management
-
Yes[:] NoE�/'
UL
O.M.B./Purchasing
2 .(,,"1f
Yes❑
County Attorney
Yes[:] No[:] fee, conf y-C2+
Comments:
OMB Form Revised 2/27/01 MCP #2
r
THIS AGREEMENT, made and entered into this day of , 2009, by
and between the BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA,
("COUNTY"), a political subdivision of the State of Florida whose address is 1100 Simonton
Street, Key West, Florida 33040, and QUANTUM RESULTS, INC. CTIIK")
WHEREAS, Chapter 99-395, Laws of Florida, requires that onsite sewage treatment and
disposal systems be compliant with regulations for effluent discharge by July 1, 2010; and
WHEREAS, Monroe County, independent special districts, private utilities, and
municipalities (the wastewater authorities) are engaged in efforts to provide centralized
wastewater treatment plants and collection systems throughout the Florida Keys or are upgrading
their treatment systems to meet the 2010 requirements; and
WHEREAS, Chapter 2008-49, Laws of Florida (the "Act"), effective July 1, 2008,
authorizes the issuance of bonds, and authorizes the provision of funds from the Save Our
Everglades Trust Fund over a four-year period for the Keys Wastewater Plan starting in July
2009; and
WHEREAS, it is critical to the development and construction of wastewater treatment
and collection systems at costs that the local property owners can afford to obtain the full amount
of the State bond monies authorized; and
WHEREAS, the wastewater authorities have indicated an interest in sharing the costs of
a contract between the County and the Attorney to lobby the State to issue bonds and appropriate
$50,000,000 per year to the wastewater entities in the Florida Keys, as well as any other efforts
to obtain federal or state funding for wastewater and infrastructure projects in the Florida Keys,
and to lobby State regulatory agencies to relax or amend their rules to allow property owners to
come into delayed compliance with Ch. 99-395 if their wastewater authority has one or more
projects scheduled but not completed by July 1, 2010; now, therefore,
In consideration of the mutual covenants and provisions contained herein, the parties
agree as follows:
1. TIM CLIENT
The Client is the COUNTY, and to the extent ethically permissible, it's elected and appointed
officers and its employees, in alliance for the purposes of this agreement with the cities of Islamorada,
Key West, and Marathon, Key Largo Wastewater Treatment District and the Florida Keys Aqueduct
Authority, unless COUNTY advises FIRM otherwise. The services provided under this agreement
shall be provided for the collective benefit ofthe county and the entities named in this paragraph.
2. THE FIRM
FIRM is the individual or professional association named above and whose legally authorized signature
appears at the bottom of this Agreement. FIRM has been retained specifically because FIRM is
understood by COUNTY to be able to handle this matter. If FIRM practices with others who
may also provide services to COUNTY, he or she understands that COUNTY expects that FIRM
will be responsible for managing the representation, assuring compliance of others with the terms of
Page 1 of 17 Quantum Results, Inc. Lobbyist Contract
2/6/2009 la"
this Agreement and ethical requirements, preparing and substantiating all bills, and communicating
with COUNTY. FIRM may not delegate or outsource this work without full written disclosure to,
and prior written approval from, the COUNTY.
3. TERM OF AGREEMENT
This Agreement and representation by FIRM is effective upon execution by FIRM and
acceptance and approval by COUNTY in accordance with COUNTY'S policies, ordinances, or
governing statutes. Upon execution by FIRM and acceptance and approval by COUNTY, this
agreement will be retroactive to February 6, 2009. The representation shall continue for one year
unless earlier terminated by either the COUNTY, or by the FIRM in accordance with ethical
requirements and/or the terms of this Agreement.
4. SCOPE OF THE WORK
The scope of services will include lobbying services related to the Monroe County legislative
program, including monitoring, identifying, and prioritizing opportunities and challenges for
Monroe County with respect to issues under consideration by the State and federal legislature.
The FIRM (LOBBYIST) shall work closely with the County Administrator or his designee, or in
the absence of either, the County Attorney, and will provide, at a minimum, the following
services:
(A) File Community Budget Issue Requests, as determined by the Board of County
Commissioners, with appropriate House and Senate Legislative Delegation members;
(B) Regularly provide County staff and the Board of County Commissioners with any
new information, and actively seek opportunities to enhance the County's State and federal
legislative program and provide options as to legislative strategy when necessary;
(C) Monitor and analyze State and federal legislation including the budget process and
report to the County, both orally and in writing, any legislative events that may directly or
indirectly impact the County;
(D) During the ' legislative session, provide the County Administrator with weekly
reports of the past week's activities affecting the County's substantive and appropriations issues
and any other issues that could positively or negatively impact the County;
(E) Identify and act appropriately on State and federal legislation and legislative
proposals that may impact Monroe County;
(F) Identify and secure funding opportunities that may arise from proposed
legislation;
(G) Draft legislation, appropriations requests, and amendments as necessary;
(H) Lobby for Monroe County's position on legislation, appropriations and matters of
interest, including direct contact and communication with the State and federal executive
branches, including officials and agency representatives, and legislators and staff, and testify on
behalf of Monroe County at hearings before legislative committees;
(1) Maintain close working relationships with Monroe County staff,
(J) Provide regular briefing reports to the Board of County Commissioners on key
issues and legislative activity as requested by the Board;
(K) Monitor various State and federal agency actions for potential impact on Monroe
County, and, in the event action is needed, advise the County;
(L) At the conclusion of the legislative session, prepare a final report, including the
final status of the County's legislative priorities and a summary of the impact of major legislative
changes to Monroe County.
Page 2 of 17 Quantum Results, Inc. Lobbyist Contract
2/6/2009 Khe
4.1 Professional ability to perform work, appointment of contract manager
FIRM warrants that he or she is authorized by law to engage in the performance of the activities
herein described, subject to the terms and conditions set forth in these contract documents.
FIRM shall designate an individual to be the contract manager for each matter and the contract
manager shall at all times exercise independent, professional judgment and shall assume
professional responsibility for the services to be provided. FIRM warrants that he or she and the
authorized time keepers are authorized by law and the Rules and Regulations of The Florida Bar
to engage in the performance of the activities encompassed by this Agreement. If FIRM is a
member of a law Attorney, either as partner, shareholder, associate, or other relationship, FIRM
warrants that he or she is authorized to enter into this Agreement.
5. REVIEW OF ETHICAL OBLIGATIONS AND POTENTIAL CONFLICTS OF
INTEREST BEFORE INITIATING REPRESENTATION
FIRM has conducted a thorough investigation and determined that neither FIRM nor his or her
representatives has any ethical impediment, real or potential, including but not limited to conflicts of
interest, to representing COUNTY. To the extent that any ethical impediment, real or potential, is
discovered or ever arises, FIRM shall immediately inform COUNTY in writing of the impediment
(regardless of whether FIRM believes he or she has taken all steps necessary to avoid the
impediment and regardless of whether FIRM believes that the impediment is insubstantial or
questionable), make full disclosure of the situation to COUNTY, obtain COUNTY'S express, written
consent to continue the representation of the other client, and take all steps requested by COUNTY to
avoid or mitigate the impediment. FIRM understands that, if a direct or indirect conflict of interest
arises which, in the opinion of the COUNTY, cannot be avoided or mitigated under the Rules of
Professional Conduct of The Florida Bar, COUNTY may, in its discretion, (a) obtain reimbursement
from FIRM for all fees and expenses paid to FIRM in this matter, (b) obtain cancellation of all
amounts allegedly owed by COUNTY to FIRM, and (c) obtain reimbursement for consequential
expenses incurred by COUNTY, including the cost of replacement counsel.
6. PAYMENTS TO FIRM
FIRM shall submit to COUNTY invoices with supporting documentation acceptable to the
Clerk. Acceptability to the Clerk is based on generally accepted accounting principles and such
laws, rules and regulations as may govern the Clerk's disbursal of funds.
6.1 FIRM Fee (Monthly)
ATTORNEY will be paid for his or her services based on the provision of services on behalf of
COUNTY on a monthly basis due to the need for flexibility and adaptability in meeting with
State and/or Federal officials and the diversity of situations in which lobbying services are
provided. The agreed fee is $5,000.00 per month, not to exceed $60,000 for one year. The
following minimum billing documentation and time -keeper requirements are a condition
precedent to payment by the COUNTY. Payment will be made in accordance with the Florida
Local Government Prompt Payment Act after County receives a proper invoice for the services
provided in the preceding month.
6.2. Identification of Time -Keepers:
Monthly invoices shall identify the approved time -keepers who provided services and a brief
summary of the services provided.
Approved Time Keepers:
Name:
Al Lorenzo
Page 3 of 17 Quantum Results, Inc. Lobbyist Contract
216/2009 K&T
Francois Illas
6.3. Discounts to other Clients
The rates FIRM will charge COUNTY represent the lowest rates charged by the same time-
keepers to other clients. In the event that lower rates or discounts are provided to other clients,
FIRM and approved time -keepers will also provide them on the same basis to COUNTY.
6.4. Time keepers
As used in this Agreement, the term "time keeper" shall include the individuals identified in
paragraph 6.3 of this Agreement who will be providing services under this Agreement and who
will bill the COUNTY for their services in accordance with this Agreement.
6.5. Time -keeper changes
Tirne-keepers approved by the COUNTY are listed in paragraph 6.2 of this Agreement, and may be
amended from time to time, upon mutual agreement of the COUNTY and the FIRM, to evidence the
then -current circumstances. Additional time -keepers may not be added to the matter without advance
written approval from COUNTY. In the event that additional tune -keepers providing services which
are to be billed to COUNTY are to be added to the st4 then their hourly rates shall be provided to
COUNTY in advance, and, upon written approval by the COUNTY, their rates and billing practices
shall comply with the requirements of this Agreement. COUNTY expects to receive discounts or
other concessions so that any increases or changes in time -keepers will not result in
unnecessary or unreasonable charges to COUNTY, e.g., for training, internal conferences, and
management.
7. BILLING OF FEES AND EXPENSES
FIRM shall comply with the following requirements as to billing fees and expenses as a
condition precedent to COUNTY' S obligation to pay each bill:
7.1. Monthly
Unless otherwise agreed in a writing signed by the COUNTY, bills shall be issued monthly by
FIRM within fifteen (15) days after the close of each month. FIRM understands that COUNTY
requires prompt bills in part to facilitate effective management of the representation and fees.
7.2. Bill format
FIRM shall provide detailed, itemized bills which shall, at a minimum:
7.2.1 Description
Provide a general description of the matter, for which services are being performed. For
example, simply the word "research" is not acceptable, more detail about the type of research
and what was determined by the research is necessary.
7.2.2 Personnel
Clearly identify each timekeeper performing services in conjunction with each entry.
7.3. Expenses
COUNTY will pay the actual, reasonable cost of the following expense items if incurred in
accordance with the guidelines below and promptly itemized in FIRMS monthly bill:
Reimbursable expenses include the following:
(a) Expenses of transportation and lodging submitted by FIRM, in writing with
documentation such as boarding passes and receipts, in connection with travel
Page 4 of 17 Quantum Results, Inc. Lobbyist Contract
2/6/2009 KW
authorized by the COUNTY, but only to the extent authorized by State statute and
County Ordinance.
(b) Long distance charges and overnight delivery related to the project shall be
reimbursed at cost.
7.3.1. Travel Expenses
Travel expenses within the F1RM'S local area, defined as a radius of 50 miles from the
timekeeper's office, will not be reimbursed.
Travel expenses outside the local area may only be reimbursed if the travel was approved in
advance by COUNTY. Reimbursable travel expenses, if approved in advance, are the cost of
transportation by the least expensive practicable means (e.g., coach class air travel), the cost of
reasonable hotel accommodations, and the cost of transportation while out of town (e.g., by cab
or rental car, whichever seems reasonable, at the lowest available rate). Travel expenses will be
reimbursed in accordance with the applicable provisions of Florida Statute 112.321 for
"approved travelers" and of the Monroe County Code Article XXVI and shall be summarized on
the Monroe County Travel Form by FIRM with all applicable receipts attached thereto.
7.3.2. Long distance charges and overnight delivery fees
Long distance charges and ovemight delivery fees shall be reimbursed at cost.
7.3.3. Advance approval of expenses
In addition to the items noted above, FIRM shall obtain advance approval from COUNTY before
incurring any expense in excess of $1,000.00 if FIRM expects to be reimbursed for that expense.
COUNTY may refuse to pay any expense for which advance approval was not obtained by
FIRM.
7.3.4. Copies of receipts for ex erases
FIRM shall include copies of receipts for all expenses with the itemized monthly bill. COUNTY
may refuse to pay any expense item for which documentation is not provided by FIRM.
7.3.5. Expenses (and fees) after termination
Upon termination of the representation, FIRM shall promptly bill COUNTY for any remaining
reimbursable expenses and fees. COUNTY may refuse to pay any fees or expenses not billed
within 45 days of termination of the representation. FIRM is also expected to cooperate promptly
with all aspects of termination and, if applicable, transition to other counsel. Payment for fees
and expenses is contingent upon prompt, full cooperation.
7.4. Bill and expense documentation
FIRM must maintain supporting documentation for invoices until at least one year after the
termination of the representation. This documentation shall be made available by FIRM to
COUNTY (or COUNTY'S designated representative, including an accountant, the County Clerk
or County Clerk's representative, or legal bill auditor) upon COUNTY' S written request. FIRM
agrees to cooperate with any examination of this documentation and FIRMS fees and expenses,
e.g., by responding promptly and completely to any questions COUNTY or its designated
representative may have. FIRM shall notify COUNTY in writing at least 60 days in advance of
destroying any such records and, in the event that COUNTY requests that they be preserved,
shall preserve them at least one additional year or, at the option of the COUNTY, delivered to
the COUNTY for storage by the COUNTY, with COUNTY responsible for paying the actual
cost of storage. This documentation shall include, for example, original time records, expense
Page 5 or 17 Quantum Results, Inc. Lobbyist Contract
2/6/2009 KID
receipts, and documentation supporting the amount charged by FIRM for expense items
generated by FIRM or his or her Attorney. COUNTY reserves the right not to pay any fee or
expense item for which sufficient documentation or expense item for which sufficient
documentation is not available to determine whether the item was necessary and reasonable.
8. PAYMENT TERMS
FIRM' S request for payments and reimbursements may be made in either the FIRM' S name or
the name of the FIRM'S representative, as appropriate. FIRM bills complying with this
Agreement are due and payable according to the Prompt Payment Act. If the bill materially fails
to comply with the requirements of this Agreement, then it is not due and payable until FIRM
remedies its deficiencies.
9. MATTER MANAGEMENT
9.1. Billing Matters. All billing by FIRM, and additional timekeepers, will be reviewed by
FIRM and that FIRM will serve as the point of contact for this matter, including billing
questions. The COUNTY contact for this billing issues shall be:
Suzanne A. Hutton, County Attorney
1111 12 h Street, Suite 408
Key West, Florida 33040
(305) 292-3470
(305) 292-3516 (facsimile)
9.2. Legislative Matters. All communications between COUNTY and FIRM regarding
legislative matters shall be communicated to the County Administrator, or in his absence, to the
County Attorney. The primary COUNTY contact for these purposes shall be:
Roman Gastesi, County Administrator
1100 Simonton Street, Room 2-205
Key West, Florida 33040
(305) 292-4644
(305)394-1332 (cell)
(305) 292-4544 (facsimile)
9.3. FIRM cooperation
FERM will cooperate with COUNTY or COUNTY'S representatives to promptly provide all
information COUNTY requests or needs about the subject matter of this Agreement and FIRM' S
bills and handling of the matter.
9.4. COUNTY cooperation
FIRM should consult with COUNTY about all opportunities for COUNTY to save money or
make use of COUNTY' S expertise to assist in, e.g., meetings with State officials and drafting of
documents. COUNTY may also have personnel and facilities available to reduce the expenses
related to the subject matter of this Agreement.
10. CONFIDENTIALITY AND PUBLIC RELATIONS
FIRM is not authorized to waive or release any privilege or other protection of information —
confidential, secret, or otherwise — obtained from or on behalf of COUNTY. FIRM is to keep all
Page 6 of 17 Quantum Results, Inc. Lobbyist Contract
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confidential, privileged, or secret information confidential. This requirement is perpetual, i.e., it
will continue even after the termination of the relationship and this Agreement.
10.1 Prohibition against use of information
This requirement is also intended to prohibit FIRM from using information obtained from or on
behalf of COUNTY, including work product prepared at COUNTY'S expense, for other client's
of FIRM or his or her Attorney, without COUNTY'S advance written approval.
10.2 No use of County for marketing_ purposes
FIRM is not authorized to identify COUNTY as a COUNTY, e.g., for purposes of marketing or
advertising, without COUNTY'S prior approval.
11. OWNERSHIP OF FIRM FILES AND WORK PRODUCT
FIRM understands that all files and work product prepared by FIRM or his or her FIRM at the
expense of COUNTY (or for which COUNTY is otherwise billed) is the property of COUNTY.
Without COUNTY'S prior written approval, this work product may not be used by FIRM or his
or her representative nor disclosed by FERM or his or her representative to others, except in the
normal course of FIRMS representation of COUNTY in this matter. FIRM agrees that
COUNTY owns all rights, including copyrights, to materials prepared by COUNTY or by FIRM
on behalf of COUNTY. FIRM shall notify COUNTY in writing at least 60 days in advance of
destroying any such records and, in the event that COUNTY requests that they be preserved,
shall preserve them at least one additional year (with COUNTY responsible for paying the
actual cost of storage). FIRM shall provide COUNTY with prompt access to (including the
ability to make copies of) all FIRM files and work product, regardless of whether the
representation or matter is ongoing and whether FIRM fees and expenses have been paid in full.
12. DISPUTE RESOLUTION
FIRM and COUNTY agree that if a dispute arises between them that neither shall be required to
enter into any arbitration proceedings related to this Agreement
12.1. Disputes regarding fees or expenses
FIRM and COUNTY agree that all disputes regarding FIRMS fees or expenses are to be
resolved pursuant to the procedures and practices for mediation by the Attorney Consumer
Assistance Program of the Florida Bar.
12.2. Disputes regarding interpretation
COUNTY and FIRM agree that all disputes and disagreements between them regarding
interpretation of the Agreement shall be attempted to be resolved by a meet and confer session
between representatives of COUNTY and FIRM. If the issue or issues are still not resolved to the
satisfaction of both within thirty (30) days after the meet and confer session, then either shall
have the right to terminate the Agreement upon ten (10) business days notice in writing to the
other party.
12.3 Legal or Administrative procedures
In the event any administrative or legal proceeding is instituted against either the COUNTY or
FIRM relating to the formation, execution, performance, or breach of this Agreement, the
COUNTY and FIRM each agree to participate, to the extent required by the other, in all
proceedings, hearings, processes, meetings, and other activities related to the substance of this
Agreement; institution of any administrative or legal proceeding shall constitute immediate
termination of this Agreement. FIRM agrees to forward copies of all documents in his or her
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possession related to the matter, which is the subject of this Agreement to COUNTY at the time
of filing any administrative or legal proceeding.
12.4 FERM'S Fees and Costs
In the event any administrative proceeding or cause of action is initiated or defended by the
COUNTY or FIRM relative to the enforcement or interpretation of this Agreement, the
prevailing party shall be entitled to an award of reasonable attorneys fees, and court costs, as an
award against the non -prevailing party, and shall include reasonable attorney's fees, and court
costs in appellate proceedings.
Mediation proceedings initiated and conducted pursuant to this Agreement or as may be required
by a court of competent jurisdiction shall be conducted in accordance with the Florida Rules of
Civil Procedure and the usual and customary procedures required by the circuit court of Monroe
County and shall take place in Monroe County.
13. NOTICE REQUIREMENT
Any notice required or permitted under this agreement shall be in writing and hand delivered or
mailed, postage prepaid, to the other party by certified mail, returned receipt requested, to the
following:
FOR COUNTY
Roman Gastesi Suzanne A. Hutton
County Administrator and County Attorney
1100 Simonton Street 1111 12� Street, Suite 408
Key West, FL. 33040 Key West, FL 33040
FOR FIRM
Francois Illas
300 Aragon Avenue, Suite 375
Coral Gables, FL 33134
Phone 305-476-2946
Fax 305-476-0889
14. GOVERNING LAW AND VENUE
This Agreement shall be governed by and construed in accordance with the laws of the State of
Florida applicable to contracts made and to be performed entirely in the State. Venue for any
legal action which may arise out of or under this agreement shall be in Monroe County, Florida.
15. ENTIRE AGREEMENT
The entire agreement between the COUNTY and FIRM with respect to the subject matter hereof
is contained in this Agreement. This Agreement supersedes all prior oral and written proposals
and communications between the COUNTY and FIRM related to this Agreement. No provision
of this Agreement shall be deemed waived, amended or modified by either parry unless such
waiver,
amendment or modification is in writing and signed by the party against whom the waiver,
amendment or modification is claimed. This Agreement shall be binding upon and inure to the
benefit of the parties hereto, their permitted successors and assigns.
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16. FLORIDA GOVERNMENT -IN -TIE -SUNSHINE LAW
FIRM agrees that, unless specifically exempted or excepted by Florida law, the provisions of
Chapter 120, Florida Statutes, generally require full and public discussion of matters to be voted
upon by the Board of County Commissioners. FIRM agrees to consult with the COUNTY
Attorney's office concerning the application of the Sunshine Law from time to time concerning
specific circumstances that may arise during the term of this Agreement.
17. FLORIDA PUBLIC RECORDS LAW
FIRM agrees that, unless specifically exempted or excepted by Florida law or Rules and
Regulations of The Florida Bar, the provisions of Chapter 119, Florida Statutes, generally require
public access to all records and documents which may be made or received under this
Agreement. FIRM agrees to consult with the County Attorney's office concerning the
application of the Public Records Law from time to time concerning specific circumstances that
may arise during the term of this Agreement.
18. NO ASSIGNMENTS
FIRM shall not assign or subcontract its obligations under this agreement, except in writing and
with the prior written approval of the Board of County Commissioners of Monroe County, which
approval shall be subject to such conditions and provisions as the Board may deem necessary.
This paragraph shall be incorporated by reference into any assignment or subcontract and any
assignee or subcontractor shall comply with all of the provisions of this Agreement. Unless
expressly provided for therein, such approval shall in no manner or event be deemed to impose
any additional obligation upon the Board.
19. TERMINATION
Either of the parties hereto may terminate this contract without cause by giving the other party
thirty (30) business days written notice of its intention to do so.
19.1 Documents forwarded to COUNTY
FIRM agrees to forward to COUNTY along with Notice of Termination or upon receipt of
Notice of Termination, depending upon which party terminates the Agreement, copies of all
documents in his or her possession of any nature whatsoever related to the F%RM'S representation
of COUNTY or obtained due to FIRM S representation of COUNTY.
19.2 Restriction on Communications
FIRM agrees not to communicate with the public, including the press, about COUNTY or about
this matter.
20. SEVERABILITY
If a term, covenant, condition or provision of this Agreement shall be declared invalid or
unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants,
conditions and provisions of this Agreement shall not be affected thereby; and each remaining
term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable
to the fullest extent permitted by law unless the enforcement of the remaining terms, covenants,
conditions and provision of this Agreement would prevent the accomplishment of the original
intent of this Agreement. The COUNTY and FIRM agree to reform the Agreement to replace
any stricken provision with a valid provision that comes as close as possible to the intent of the
stricken provision.
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21. CAPTIONS
The captions set forth herein are for convenience of reference only and shall not define,
modify, or limit any of the terms hereof.
22. LEGAL OBLIGATIONS AND RESPONSIBILITIES: NON -DELEGATION OF
CONSTITUTIONAL OR STATUTORY DUTIES
This Agreement is not intended to relieve, nor shall it be construed as relieving, either the
COUNTY or FIRM from any obligation or responsibility imposed upon each by law except to
the extent of actual and timely performance thereof by the other, in which case the performance
may be offered in satisfaction of the obligation or responsibility. Further this Agreement is not
intended to authorize, nor shall it be construed as authorizing, the delegation of the
constitutional or statutory duties of the COUNTY, except to the extent permitted by the Florida
Constitution, state statutes, case law, and, specifically, the provisions of Chapter 125, Florida
Statutes.
23. RECORDS
FIRM shall maintain all books, records, and documents directly pertinent to performance under
this Agreement, including the documents referred to in this Agreement, in accordance with
generally accepted accounting principles, consistently applied. Upon ten (10) business days
written notice to the other, representatives of either the COUNTY or FIRM shall have access, at
all reasonable times, to all the other parry's books, records, correspondence, instructions,
receipts, vouchers and memoranda (excluding computer software) pertaining to work under this
Agreement for the purpose of conducting a complete independent fiscal audit. FIRM shall retain
all records required to be kept under this Agreement for a minimum of five years, and for at least
four years after the termination of this agreement. FIRM shall keep such records as are necessary
to document the performance of the agreement and expenses as incurred, and give access to these
records at the request of the COUNTY, the State of Florida or authorized agents and
representatives of said government bodies. It is the responsibility of FIRM to maintain
appropriate records to insure a proper accounting of all collections and remittances. FIRM shall
be responsible for repayment of any and all audit exceptions which are identified by the Auditor
General for the State of Florida, the Clerk of Court for Monroe County, the Board of County
Commissioners for Monroe County, or their agents and representatives.
24. PUBLIC ACCESS
The COUNTY and FIRM shall allow and permit reasonable access to and inspection of, all
documents, papers, letters, or other materials subject to the Florida Public Records Law, as
provided in Chapter 119, Florida Statutes, and made or received by the them, unless specifically
exempted by State Statute, Rules and Regulations of The Florida Bar, or case law. COUNTY
shall have the right to cancel this agreement upon violation of this provision by FIRM.
25. MONROE COUNTY CODE ETHICS PROVISION
FIRM warrants that he or she has not employed, retained or otherwise had act on his behalf any
former COUNTY officer or employee in violation of Section 2 of 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 this provision the COUNTY may, at its discretion, terminate this Agreement without
liability and may also, at its discretion, deduct from the sums owed under the Agreement, or
otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid
to the former or present COUNTY officer or employee. COUNTY employees and officers are
required to comply with the standards of conduct delineated in Section 112.313, Florida Statutes,
regarding, but not limited to, solicitation or acceptance of gifts, doing business with one's
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agency, unauthorized compensation, and misuse of public position, conflicting employment or
contractual relationship, and disclosure of certain information.
26. PUBLIC ENTITY CREME STATEMENT
Florida law provides that 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 an agreement to provide
any goods or services to a public entity, may not submit a bid on a agreement 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, sub contractor, or consultant under a agreement 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 thirty-six (36) months from the date of being
placed on the convicted vendor list. FERM warrants the neither FIRM nor any authorized time
keeper has been named to the convicted vendor list.
27. ANTI -KICKBACK
FIRM warrants that no person has been employed or retained to solicit or secure this Agreement
upon any contract or understanding for a commission, percentage, brokerage or contingent fee,
and that no employee or officer of the COUNTY has any interest, financially or otherwise, in this
Agreement, except as expressly stated herein. For breach or violation of this warranty, the
COUNTY shall have the right to annul this agreement without liability or, in its discretion, to
deduct any sums to be paid by COUNTY under this Agreement, or otherwise recover, the full
amount of such commission, percentage, brokerage or contingent fee.
28. MODIFICATIONS AND AMENDMENTS
This Agreement may not be modified in any way without the express, written consent of both
parties. Any and all modifications and Amendments of the terms of this Agreement shall be in
writing and executed by the Board of County Commissioners for Monroe County and by FIRM
in the same manner as this Agreement.
29. INDEPENDENT CONTRACTOR
At all times and for all purposes hereunder, FIRM is an independent contractor and not an
employee of the Board of County Commissioners of Monroe County. No statement contained in
this Agreement shall be construed so as to find FIRM or any of the authorized time keepers, to
be the employees of the Board of County Commissioners of Monroe County, and they shall be
entitled to none of the rights, privileges or benefits of employees of Monroe County.
30. COMPLIANCE WITH LAW
In carrying out FIRM' S obligations under this agreement, FIRM shall abide by all statutes,
ordinances, rules and regulations pertaining to or regulating the provisions of this Agreement,
including those now in effect and hereafter adopted. Any violation of said statutes, ordinances,
rules or regulations shall constitute a material breach of this Agreement and shall entitle
COUNTY to terminate this Agreement immediately upon delivery of written notice of
termination to FIRM.
31. LICENSING
FIRM warrants that FIRM and additional timekeepers do presently have, shall have prior to
commencement of work under this Agreement, and at all times during said work, all required
licenses and permits whether federal, state, County or City.
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32. NON-DISCRESUNATION
FIRM agrees that he or she will not discriminate against any person, and it is expressly
understood that upon a determination by a court of competent jurisdiction that discrimination has
occurred, this Agreement automatically terminates without any further action on the part of any
party, effective the date of the court order. FIRM agrees to comply with all Federal and Florida
statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but
are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits
discrimination on the basis of race, color or national origin; 2) Title IX of the Education
Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits
discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended
(20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age
Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination
on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as
amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive
Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-
616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7)
The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as
amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VHI of the
Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the
sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s.
1201 Note), as maybe amended from time to time, relating to nondiscrimination on the basis of
disability; 10) Monroe County Code Chapter 13, Article VI, which prohibits discrimination on
the basis of race, color, sex, religion, national origin, ancestry, sexual orientation, gender identity
or expression, familial status or age; 11) Any other nondiscrimination provisions in any Federal
or state statutes which may apply to the parties to, or the subject matter of, this Agreement.
33. NON -RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to
enforce or attempt to enforce any third -party claim or entitlement to or benefit of any service or
program contemplated hereunder, and the COUNTY and FIRM agree that neither the COUNTY
nor FIRM or any officer, agent, or employee of each shall have the authority to inform, counsel,
or otherwise indicate that any particular individual or group of individuals, entity or entities,
have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to
the community in general or for the purposes contemplated under this Agreement.
34, ATTESTATIONS
FIRM agrees to execute such documents as the COUNTY may reasonable require, including a
Drug -Free Workplace Statement, and a Public Entity Crime Statement.
35. COUNTY AUTHORITY
This Agreement has been duly noticed at a legally held public meeting conducted in Monroe
County, Florida. COUNTY'S performance and obligation to pay under this contract, is
contingent upon annual appropriation by the Board of County Commissioners.
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36. HOLD HARMLESS AND INSURANCE
Prior to the commencement of work governed by this contract, the ATTORNEY shall obtain
General Liability Insurance. Coverage shall be maintained throughout the life of the contract
and include, as a minimum:
• Premises Operations
• Bodily Injury Liability
• Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its
provisions should include coverage for claims filed on or after the effective date of this contract.
In addition, the period for which claims may be reported should extend for a minimum of twelve
(12) months following the acceptance of work by the County.
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
Vehicle Liability Insurance requirements
Recognizing that the work governed by this contra
• Owned, Non -Owned, and Hired Vehicles
The minimum limits acceptable shall be:
$100,000 Combined Single Limit (CSL)
ct
If split limits are provided, the minimum limits acceptable shall be:
$ 50,000 per Person
$100,000 per Occurrence
$ 25,000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
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Workers' Compensation_ Insurance Reauirements
Prior to commencement of work governed by this contract, the ATTORNEY shall obtain
Workers' Compensation Insurance with limits sufficient to respond to the applicable state
statutes.
In addition, the ATTORNEY shall obtain Employers' Liability Insurance with limits of not less
than:
$100,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$100,000 Bodily Injury by Disease, each employee
Coverage shall be maintained throughout the entire term of the contract.
Coverage shall be provided by a company or companies authorized to transact business in the
state of Florida.
Professional Liabilitr*_Rectuirements
Recognizing that the work governed by this contract involves the furnishing of advise or services
of a professional nature, the Attorney shall purchase and maintain, throughout the life of the
contract, Professional Liability Insurance which will respond to damages resulting from any
claim arising out of the performance of professional services or any error or omission of the
Contractor arising out of work governed by this contract.
The minimum limits of liability shall be:
$250,000 per occurrence/$500,000 Aggregate Prior to execution of this agreement, FIRM shall
furnish COUNTY Certificates of Insurance indicating the minimum professional liability
coverage for FIRM and additional time -keepers in the amount of $250,000 per
Occurrence/$500,000 Aggregate. FIRM agrees to keep the same amount of coverage or more at
all times and to provide proof of said coverage to COUNTY at COUNTY' S request at any time
during the term of the Agreement.
37. NO PERSONAL LIABILITY
No covenant or obligation contained in this Agreement shall be deemed to be a covenant or
obligation of any member, officer, agent or employee of the Board of County Commissioners of
Monroe County in his or her individual capacity and no member, officer, agent or employee of
the Board of County Commissioners of Monroe County shall be liable personally on this
Agreement or be subject to any personal liability or accountability by reason of the execution of
this Agreement.
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38. EXECUTION IN COUNTERPARTS
This Agreement may be executed in any number of counterparts, each of which shall be regarded
as an original, all of which taken together shall constitute one and the same instrument and the
COUNTY and FIRM may execute this Agreement by signing any such counterpart.
IN WMESS WHEREOF, the parties hereto have executed this Agreement on the day
and date first written above.
ATTEST: DANNY L. KOLHAOE, CLERK
By:
Deputy Clerk
Witness to ATTORNEY:
Signature
Print Name
Address
BATE:
,I +,-lIgnAgm11
By:
Mayor
MiON OE COu1ITV ATTOI �'`y
OVED AST - `.. U 1:
,UZAN E A. ;ITT N
_
COUN Y P' r0 -!:y
ATTORNEY:
Signature
Print Name
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