5. 1st Renewal 03/16/2005
DANNYL. KOLHAGE
CLERK OF THE CIRCUIT COURT
DA TE:
April 15, 2005
TO:
Salvatore Zappulla, Director
Office of Mana gem em & Budget
FROM:
Pamela G. Hanc9<fl(~
Deputy Clerk C..Jf
At the March 16, 2005, Board of County Commissioner's meeting the Board granted
approval and authorized execution of a Contract Renewal for Financial Advisory Services
between Monroe County and Public Financial Management, Inc. (PFM), financial advisors to
Monroe County.
Enclosed are two duplicate originals of the above-mentioned for your handling. Should
you have any questions please feel free to contact our office.
cc: County Attorney
Finance
File.!
Contract Renewal
This renewal is made and entered into this 16th day of March, 2005 between
Monroe County called the "County", and Public Financial Management,
Inc., called "Financial Advisor" in order to renew the agreement entered into
on April 21, 2004.
Whereas, the current agreement is due to expire and Monroe County desires
to extend the agreement an additional year.
Now, Therefore in consideration of the mutual terms understandings,
conditions, promises, covenants, and payments hereinafter set for the,
County and Financial Advisor agree as follows:
Section 1. Recitals. The above recitals are true and correct and incorporated
herein.
Section 2. Term. This agreement is hereby extended for one year from the
date of expiration of the current agreement.
Section 3. Notices. The County party shall read:
F or Monroe County
Thomas J. Willi, County Administrator
1100 Simonton Street
Key West, FL 33040
Section 4. Financial Advisor's Representatives. The following named
individuals from Financial Advisor's shall provide the services set forth in
this agreement:
Mr. Hal Canary, Managing Director
Mr. David Miller, Managing Director
Mr. David Moore, Managing Director
TEAM MEMBERS
Hal Canary, Managing Director
David Miller, Managing Director
David Moore, Managing Director
Kelly Rym~ Senior Managing Consultant
Jay Glover, Senior Managing Consultant
Lauren Shelton, Consultant
Section 5. Other Conditions. All other conditions of the Agreement
shall remain in full force effect.
In Witness Whereof, the parties have hereunto set their hands and
seal, the day and year first written above.
(Seal)
Attest D8.IlI1Y L. Kolhage, Clerk
BCJ.;.J~
Deputy CleA:
Board of County Commissioners
Of Monroe County, Florida
.t)j~ >n ~
Mayor DIXIE M. SPEHAR
Public Financial Management
By:
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