10/19/2005
aeltl1l11l1
eircuI eOln
Danny L. Kolhage
Phone: 295-3130 Fax: 295-3663
To:
Lynda Stuart, OffICe Manager
Tourist Development Council
Attn:
Maxine Pacini
Isabel C. DeSantis, · _1..>
Deputy Clerk J?
From:
Date:
Wednesday, November 09, 2005
At the BOCC meeting on October 19, 2005, the Board approved the following
Cultural Umbrella Event Funding Agreements for FY 2006, totaling $402,547.00:
"Man, 3000 Years Under the Sea", in the amount of $25,000.00; "Silver!: Plata Del
Mar", in the amount of $25,000.00; In Their Own Words, The History of Key West,
1822-1940, in the amount of $23,000.00; Island Opera Theatre Concert Series, in the
amount of $15,885.00; Key West Players at the Waterfront Playhouse, in the amount of
$21,000.00; Marathon Community Theatre 2005-2006 Season, in the amount of $22,897.00;
Performance at St. Paul's, in the amount of $5,000.00; Red Barn Theatre/Live Theatre, in
the amount of $23,000.00; The Key Players 2005/2006 Season, in the amount of $20,810.00;
Key West Symphony Orchestra 2005-2006 Season, in the amount of $21,000.00; The Key
West Pops Orchestra, in the amount of $8,760.00; Tennessee Williams Theatre 2005-2006
Season, in the amount of $21,000.00; (1) Annual Benefit Concert (featuring Maynard
Ferguson); (2) Historic HOliday Candlewalk; (3) 2006 Upper Keys Concert Series; (4) St.
Patrick's Day Irish Concert, in the amount of $25,000.00; Pirates in Paradise Festival
2005, in the amount of $8,760.00; KWCA Impromptu Concerts, in the amount of $8,760.00;
Florida Keys Art Guild, Outdoor Shows, in the amount of $14,730.00; Pops in the Park, in
the amount of $7,550.00; Florida Keys Holiday Festival, in the amount of $2,183.00;
Marathon Garden Club's 2005/2006 Seasonal Events, in the amount of $15,278.00; 46th
Annual Key West House and Garden Tours and 44th Annual Conch Shell Blowing
Contest, in the amount of $13,760.00; Middle Keys Concert Series, in the amount of
$5,862.00; Art Under the Oaks, in the amount of $2,750.00; SCulpture Key West, in the
amount of $21,000.00; Civil War Heritage Festival, in the amount of $5,000.00; Pigeon Key
Art Festival, in the amount of $11,700.00; Robert Frost Poetry Festival 2006, in the
amount of $5,000.00; Harry S. Truman Legacy Symposium and Exhibit, in the amount of
$13,762.00; and 22nd Annual Underwater Music Festival AquaCulture-Music and Art in
the Key of Sea, in the amount of $9,100.00.
Attached hereto are two (2) duplicate originals of each document for your
handling. Should you have any questions concerning the above, please do not hesitate to
contact me at 295-3130.
cc: Finance
County Attorney
File
FUNDING AGREEMENT
THIS AGREEMENT is made and entered into by and between the Board of
County Commissioners of Monroe County, Florida, (hereinafter referred to as the "County")
and The Mel Fisher Maritime Heritage Society, Inc. (Hereinafter referred to as "Event
Sponsor");
WHEREAS, the umbrella organization under contract to the County has recommended
to the Monroe County Tourist Development Council (hereinafter "TDC"), which has endorsed
the recommendation, that certain monies be allocated for promotion of an event;
NOW THEREFORE; in consideration of the mutual promises contained herein, the
parties agree as follows:
1. County shall pay a sum not to exceed $25,000 (Twenty Five Thousand Dollars)
for promotion and related expenditures effective October 1, 2005, as described in the event
budget, attached hereto as Exhibit B, for production of "Silver!: Plata Del Mar" between
November 1, 2005 and September 30, 2006. Payment will be made only after Event Sponsor
submits invoices and support documentation acceptable to the County's Finance Department.
The advertising and promotion budget for County funding may be altered as to the individual
line items, or components, within 10% of the amount stated for that item or component, without
increasing the total dollar amount and without requiring a written amendment to this
agreement. The general non-allocated section of an Umbrella event budget may be utilized for
unforeseen permissible expenditures and for those budget lines that may require additional
funds. Monroe County's performance and obligation to pay under this agreement is
contingent upon an annual appropriation by the County.
2. Event Sponsor shall provide promotion and related services as described in the
Sponsor's application for funding, Exhibit A, attached hereto. All advertising and public
relations services or supervision of advertising and public relations will be provided through
the contracted agencies of the TDC and County. The agencies of record, shall receive
payment of work in progress upon submission of documented invoices associated with said
event. Event sponsor fully understands that funding is obtained from tourist development
taxes for which the fiscal year ends September 30, 2006. Event sponsor also understands
that the funding process through which this contract was made available by County requires
event sponsors to submit their payment requests as quickly as possible and to finalize all such
requests before the end of the fiscal year, if at all possible. In order for the tourist
development taxes to be utilized most effectively for the purpose for which they were
authorized, attracting and promoting tourism, the budgeting process of the County requires
the event's funding to be concluded in a timely manner. In recognition that the timeliness of
payment requests is of extreme importance to the funding of future advertising and promotion
for the stability of the tourist-based economy, Event Sponsor agrees to submit by September
30, 2006 all invoices and support documentation as required by the County's Finance
Department rules and policies. Event Sponsor shall not be reimbursed nor will Event
Sponsor's vendors be paid directly for any invoices received by the County after September
30, 2006.
Silver: Plata Del Mar
Cultural Umbrella Funding FY 2006
1
3. Event Sponsor shall reimburse County for any amount of funds expended by
County in connection with an event which does not occur as a result of any act or omission by
Event Sponsor.
4. Event Sponsor covenants and agrees to indemnify and hold harmless Monroe
County Board of County Commissioners from any and all claims for bodily injury (including
death), personal injury, and property damage (including property owned by Monroe County)
and any other losses, damages, and expenses (including attorney's fees) which arise out of,
in connection with, or by reason of the services provided, event sponsored, or other activities
and funding associated with this agreement. Should event involve the serving or distribution
of alcoholic beverages, Event Sponsor shall obtain prior to the event a Liquor Liability
insurance policy naming Monroe County as a co-insured.
5. Event Sponsor shall maintain records pursuant to generally accepted accounting
principles for three (3) years after the event and shall permit County and its agents and
employees access to said records at reasonable times.
6. County may terminate this agreement without cause upon providing written
notice to Event Sponsor no less than sixty (60) days prior to the event and may terminate for
breach upon providing to Event Sponsor notice at least seven (7) days prior to the effective
date of the termination.
7. Event sponsor is an independent contractor and shall disclose any potential
conflicts of interest as defined by Florida Statutes, Chapter 112 and Monroe County Code,
Article XXI.
8. Event Sponsor warrants that he/she/it has not employed, retained or otherwise
had act on his/her/its behalf any former County officer or employee in violation of Section 2 or
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 the provision the County may, at its
discretion terminate this contract without liability and may also, at its discretion, deduct from
the contract or purchase price, or otherwise recover, the full amount of any fee, commission,
percentage, gift, or consideration paid to the former or present County officer or employee.
9. A 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 a contract to provide any goods or
services to a public entity, may not submit a bid on a contract 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,
subcontractor, or consultant under a contract 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 36 months from the date of being placed on the
convicted vendor list.
Silver: Plata Del Mar
Cultural Umbrella Funding FY 2006
2
10. Logo: All promotional literature and advertising must display the "The Florida
Keys & Key West, Monroe County Tourist Development Council, Come as You Are",
logo/trade mark adopted by the TDC and County on November, 2000 (as per attached).
Radio Advertising should read "Brought to you by the Monroe County Tourist Development
Council". No reimbursement or direct payment will be considered unless this logo/trade mark
is utilized.
11. Insurance Requirements: Event Sponsor, as a pre-requisite of the Special Event
governed by this agreement, shall obtain, at its own expense, insurance as specified in this
section.
Event Sponsor will not be permitted to commence work associated with the Event
(including pre-staging of personnel and material) until satisfactory evidence of the required
insurance has been furnished to the county as specified below. Event Sponsor shall maintain
the required insurance throughout the entire duration of the Special Event and any extensions
specified in any attached schedules. Failure to comply with this provision may result in the
immediate suspension of the Event until the required insurance has been reinstated or
replaced. Event Sponsor shall provide, to the County, as satisfactory evidence of the required
insurance, either:
* Certificate of Insurance
or
* Certified copy of the actual insurance policy
A certified copy of any or all insurance policies required by this contract shall be filed with the
Clerk of the BOCC prior to the Event.
All insurance policies must specify that they are not subject to cancellation, non-
renewal, material change or reduction in coverage unless a minimum of thirty (30) days prior
notification is given to the County by the insurer.
Acceptance and/or approval of Event Sponsor's insurance shall not be construed as
relieving Event Sponsor from any liability or obligation assumed under this contract or
imposed by law.
The Monroe County Board of County Commissioners, its employees and officials will
be included as "Additional Insured" on all policies.
Any deviations from these General Insurance Requirements must be requested in
writing on the County form titled "Request for Waiver of Insurance Requirements" and must be
approved by Monroe County Risk Management.
Event Sponsor shall furnish the County with a certificate evidencing the insurance
required by this paragraph not later than twenty (20) days prior to the event.
Prior to commencement of work governed by this contract, Event Sponsor shall obtain
General Liability Insurance. Coverage shall be maintained through out the life of the contract
and include, as a minimum:
* Premises Operations
* Products and Completed Operations
* Blanket contractual Liability
* Personal Injury Liability
* Expanded Definition of Property Damage
The minimum limits acceptable shall be:
* $1,000,000.00 combined Single Limit (CSL)
Silver: Plata Del Mar
Cultural Umbrella Funding FY 2006
3
If split limits are provided, the minimum limits acceptable shall be:
* $500,000.00 per person
* $1,000,000.00 per Occurrence
* $100,000.00 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.
Recognizing that the work governed by this contract involves the sales and/or distribution of
alcoholic beverages, the Contractor's General Liability Insurance policy shall include Liquor
Liability with limits equal to those of the basic coverage.
A separate Liquor Liability policy is acceptable if the coverage is not more restrictive
than the contractor's General Liability policy.
IN WITNESS WHEREOF, each pa~ has caused thiSnAgreement to be executed by its
duly authorized representative, the ~ day of 6cJ'. ~r. 2005.
/;?"_,",,,^-:-:",,~^A~<., "
(SEAl)('
Attes~Danny L Kolhage, Clerk
f'
~i; i
~c. ~~~
o . ,'.' t CJerk
..J
ex:: .. (.:J l.J..
o - ...~
(..) ;:c1-=>=
l.iJ :II: ..,.J u....
0:: Co. oaiz
~~::>
(~R~RA~Al)
"'- '-., >'-~w
c ~.. ~~
A!tst: z', ~. ,%
...- '" _.0
L&.. g - %:
B .~
y.
Board of County Commissioners
of Monroe County
Lh# >n ~
Mayor/Chairman
The Mel Fisher Maritime Heritage Society,
Inc.
By
Secretary
OR
MONROE COUNT':' ATTORNEY
~A"'''_~ .
. ...',!\,,- A. TON
_......~N%A~ORNEY
lh ,. ';.
Silver: Plata Del Mar
Cultural Umbrella Funding FY 2006
4
EXHIBIT A
D.
MONROE COUNTY TOURIST DEVELOPMENT COUNCIL
CULTURAL UMBRELLA
SCHEDULE OF EVENTS
FISCAL YEAR 2006
EVENT NAME:
Silver!: Plata Del Mar
List scheduled event activities in date order. If pre-promotion is included, indicate the event dates of
the next season. If funded, funds will be reimbursed only for the promotion of event activities listed
here.
Exhibition and Activities
November · Pirates Festival (in partnership with Pirates in Paradise and Pirate Soul)
· Meet Captain Holly - Children's Day full of swashbuckling fun
December
The Artifacts Speak Tour -Focused tours by museum staff
September
"Silver!: Plata Del Mar" - Exhibition opens to the public (through February 2007)
Lecture Supportin2 the Exhibition
November Piracy and the Trade in Silver
David Cordingly, Ph.D., Author: Under the Black Flag
January
Toasting the Gods: Inca Silver & Spanish Influences
Tom Cummins, Ph.D., Harvard University
February
The Story ofthe Great Silver Fleets
Eugene Lyon, Ph. D., Flagler College
March
Colonial Silver in the Americas
Beatriz Chadour, Ph.D., Victoria & Albert Museum
April
The Mountain That Eats Men: Mining & Slavery in Colonial Peru
Johanna Hecht, Ph.D., Metropolitan Museum
May
Payroll of an Empire: Coinage of the 17th Century
Paul Karan, Consulting Scholar to Private Collectors
June
Dressing the Spanish Table: Opulence in Europe, Silver from Peru
Christopher Hartop, Ph.D., Vice President, Sotheby's London
July
Silver Stacked Like Cord Wood: The Atocha is Found
Duncan Matthewson, Ed.D., Atocha Project Archeologist
August
The Trail of the Atocha: Silver on the Seabed
Corey Malcom, Director of Archeology, Mel Fisher Maritime Museum
September
Silver! All That Glistens Isn't Gold
Conservation Lab tour & talk with Mel Fisher Maritime Museum's conservation and archeology staff.
IF FUNDED, EXHIBITS A AND B WILL BECOME PART OF YOUR CONTRACT AND TRANSMITTED TO THE
OFFICE OF THE CLERK OF THE COURT
Monroe County Tourist Development Council Cultural Umbrella Application
Page 5
EXHIBIT B
MONROE COUNTY TOUIST DEVELOPMENT COUNCIL
CULTURAL UMBRELLA EVENT FUNDS
BUDGET BREAKDOWN
FISCAL YEAR 2006
EVENT NAME: SILVER!: PLATA DEL MAR
17,250
MEDIA ADVERTISING
BROCHURES,POSTERS,PROGRJ $
DIRECT MAIL & POSTAGE $
PHOTO PROGRAM $
PUBLIC RELATIONS $
PROMOTIONAL ITEMS $
(T-SHIRTS, CAPS, JACKETS,ETC.)
MISCELLANEOUS* $
TOTAL: $
$
3,000
1,000
3,750
25,000
*MISCELLANEOUS MAY NOT EXCEED 15% OF THE ABOVE BUDGET
ACTUAL EXPENDITURES MAY DEVIATE NO MORE THAN 10% FROM THIS BUDGET.
THE MAXIMUM REQUEST IS $25,000.00.
FUNDS ARE PAID ON A REIMBURSEMENT BASIS.
ALL PRINT AND TELEVISION MATERIALS MUST DISPLAY THE CURRENT TDC LOGO
ALL BROADCAST ADVERTISING PLACED OUTSIDE MONROE COUNTY MUST INCLUDE THE LII
"SPONSORED IN PART BY THE FLORIDA KEYS AND KEY WEST, MONROE COUNTY TOURIST
DEVELOPMENT COUNCil."
IF FUNDED, EXHIBITS A AND B Will BECOME PART OF YOUR CONTRACT AND TRANSMITTED
OFFICE OF THE CLERK OF THE COURT.
. TH[ fLORIDA KH5 & KH W[5T
MONRO[ COUNTY TOURIST O[V[LOPM[NT COUNCIL
Come as you are@
TH[ fLORIDA KH5 & KH W[5T
MONRO[ COUNTY TOURIST O[V[LOPM[HT COUNCIL
Come as you are@
TH[ fLORIDA KH5 & KH W[5T
MONRO[ COUNTY TOURIST O[V[LOPM[NT COUNCIL
Come as you are@
TH[ nORIDA KH5 & KH W[5T
MONRO[ COUNTY TOURIST O[V[lOPM[NT COUNCIL
Come as you are@
TH[ fLORIDA KH5 & KH W[5T
MONRO[ COUNTY TOURIST O[V[lOPM[Nl COUNCIL
Come as you are@
TH[ nORIDA KH5 & KH W[5T
MONRO[ COUNTY TOURIST O[V[lOPM[NT COUNCIL
Come as you are@
THf [lORIDA KHS & KfY WfST THf [lORIDA KHS & KH WfST THf [lORIDA KHS & KH WfST
MONRO[ COUNTY TOURIST O[V[lOPM[NT COUNCIL MONRO[ COUNTY TOURIST O[V[LOPM[Nl COUNCIL MONRO[ COUNTY TOURIST O[V[LOPM[Nl COUNCIl
Come as you are@ Come as you are@ Come as you are@
THf [lORIDA KfYS & KH WfST THf [lORIDA KHS & KH WfST THf [lORIDA KHS & KH WfST
MONRO[ COUNTYTOURIST O[V[LOPM[NT COUNCIL MONRO[ COUNTY TOURIST O[VROPM[NT COUNCIL MONRO[ COUNTY TOURIST O[V[LOPM[NT COUNCIl
Come as you are@ Come as you are@ Come as you are@
TH[ [lORIDA K[YS & K[Y W[ST TH[ [lORIDA K[YS & K[Y W[ST TH[ [lOR IDA K[YS & K[Y W[ST
MONRO[ COUNTY TOURIST O[VnOPM[NT COUNCIL MONRO[ COUNTY TOURIST O[VnOPM[NT COUNCIL MONRO[ COUNTY TOURIST O[VnOPM[NT COUNCIl
Come as you are@ Come as you are@ Come as you are@
TH[ [lORIDA K[YS & K[Y W[ST TH[ [lORIDA K[YS & K[Y W[ST TH[ [lORIDA K[YS & K[Y W[ST
MONRO[ COUNTY TOURIST O[VnOPM[NT COUNCIL MONRO[ COUNTYTOURIST O[VnOPM[NT COUNCIL MONRO[ COUNTY TOURIST O[VnOPM[NT COUNCIL
Come as you are@ Come as you are@ Come as you are@
TH[ [lORIDA K[YS & K[Y W[ST
MONRO[ COUNTY TOURIST D[VHOPM[NT COUNCIL
Come as you are@
TH[ [lORIDA K[YS & K[Y W[ST
MONRO[ COUNTY TOURIST D[VHOPM[NT COUNCIL
Come as you are@
TH[ [lORIDA K[YS & K[Y W[ST
MONRO[ COUNTY TOURIST D[VHOPM[NT COUNCIL
Come as you are@
TH[ [lORIDA K[YS & K[Y W[ST
MONRO[ COUNTY TOURIST D[VHOPM[NT COUNCIL
Come as you are@
MCTG-8084 Logo Slick L01
1996 Edition
MONROE COUNTY, FLORIDA
Request For Waiver
of
Insurance Requirements
It is requested that the insurance requirements, as specified in the County's Schedule ofInsurance
Requirements, be waived or modified on the following contract.
Contractor: See Event Attachment
~ ~ l G'''''-r ~ihn-o, ~-0 ~ S~:de~J,c
{( Si\vo- \ ., p\ ~\--O-. [)t.-\ ~ \\,
Name of Entity:
Name of Event:
Contract for: Services
c/o TDC Att: Maxine
Address of Contractor:
Phone: 305-296-1552
Scope of Work: Advertising and Promotion
Reason for Waiver: Providing funds to promote event only.... Minimal exposure to
county
Policies Waiver will
apply to: See Attached
Ap
Not Approved
Signature of Contractor:
Risk Management:
Date:
'{ - d.,S-OS
County Administrator Appeal:
Approved
Not Approved
Date:
Board of County Commissioners Appeal:
Approved
Not Approved
Meeting Date:
Administration Instruction
#4709.2
Page 3 of5
MEL FISHER MARITIME HERITAGE SOCIETY
BOARD OF DIRECTORS MEETING MINUTES
March 19,2005
Approved: August 20, 2005
Kent Weimer shared that he was going to discuss new levels of membership which would
generate higher levels of funding. Spencer Meredith inquired about the amount of
business generated thru the website and suggested that new ways be explored via the
website.
Harrison asked if the board would pass a motion to accept the Treasurers report, William
Burrington made the motion, Kim Fisher, second. Motion passed unanimously.
Housekeeping Annual Resolution: Melissa Kendrick, CFO reviewed the contents
reminding the Board that some items included herein were required under our
accreditation and others were required to be in place by our accounting firm to operate in
the same manner as we have been. She asked the board to pass the "annual housekeeping
resolution" as presented. Motion for approval moved by Taffi Fisher-Abt , Don Kincaid,
second. Motion passed unanimously.
Motion reads: The Board of Directors of the Mel Fisher Maritime Museum does hereby:
-Authorize the corporate officers and executive director as check signers.
-Authorize the corporate officers and executive director as signers on all bank accounts.
-Authorize the executive director & CFO to open bank accounts as needed consistent
with the signatory authorized above.
-Authorize the use of electronic transfer from Society accounts for payment to Society
accounts subject to an authorizing signature as above.
-Authorize the executive director & CFO to open and manage any investment or
brokerage accounts as needed consistent with the signatory authorized above.
-Authorize the executive director to sign contracts, documents, and on the corporate seal.
-Authorize the executive director & CFO to apply for and open trade accounts as needed.
-Authorize the CFO as the signatory on all financial statements and documents including
the corporate tax returns.
-Delegate the day-to-operation of the corporation to the executive director.
-Designate the executive director as CEO of the corporation.
-Authorize the executive director & CFO to engage the corporation's accountants to
perform the annual audit, prepare tax returns and provide financial services as needed
-Authorize the executive director to engage legal counsel as needed.
DIRECTORS REPORT
Madeleine Burnside shared that we are still at reduced levels of staffing so she asked that
the Board please bear with the office if they encounter any delays.