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03/15/2006 Agreement DANNY L. KOLHAGE CLERK OF THE CIRCUIT COURT DATE: March 17,2006 TO: Suzanne Hutton Interim County Attorney FROM: Kathy Peters Executive Assistant Pamela G. Hanc~ Deputy Clerk ATTN: At the March 15, 2006, Board of County Commissioner's meeting the Board granted approval and authorized execution of the following: Interim Employment Agreement between Monroe County and Suzanne A. Hutton through January 14, 2007. vStandard Legal Services Agreement between Monroe County and Robert Nabors, Esq. of the firm of Nabors, Giblin & Nickerson, P.A. to research and advise the County on the feasibility of the imposition of a work force housing mitigation fee and to draft an Ordinance to impose the mitigation fee. Enclosed is a copy of each of the above-mentioned for your handling. Should you have any questions please do not hesitate to contact this office. cc: Finance File / \i1:,292351S MONROE COUNTY ATT 11 :37: 15 a.m. 03-13-2006 2/15 MONROE COUNTY, FLORIDA STANDARD LEGAL SERVICES AGREEMENT The BOARD OF COUNIY COMMISSIONERS OF MONROE COUNIY, FLORIDA, as the legislative and governing body of Monroe County, Florida, and in accordance with the powers enwnerated in Section 125.01, Florida S1atutes ("County") and Robert Nabors, Esq. of the firm of Nabors, Giblin & Nickerson, P.A. ("Attorney") hereby enter into this Agreement regarding the retention of Attomey by County to provide legal advice and services: AGREEMENT NUMBER: 1. Client: The Client is the County, and to the extent ethically permissible, it's elected and appointed officers and its' employees, unless County advises Attorney otherwise. In the event that Attorney cannot etbicaUy represent individuals in addition to County, Attorney shall advise County in writing of that fact immediately. 2. Attorney: The Attorney is the individual named above and whose signature ~s at the bottom of this Agreement. Attomey is licensed to practice law in all jurisdictions relevant to this matter. If Attorney practices with others who may also provide services to County, he or she understands that County expects that Attorney will be IeSpOnsible for mAnAg;'lg the representttion, assuring compliance of others with the terms of this Agreement and ethical requirements, preparing and substantiating all bills, and communicating with County. Attorney may not delegate or outsow"cc this work without full written disclosure to, and prior written approval from, the County. 3. Matter: Attomey has been retained by County in connection with the matter described in Exhibit A. Attorney represents that he or she is competent and available to handle that matter. In the eventtbat additional matters are assigned by County to Attomey, this agreement shall apply to those matters as well, unless a separate Agreement is required by the Cowty. 3.1. Review of ethieaI obUgadoDS before bdtiatIDg repnsen-.tion: Attorney bas conducted a thorough investigation and dctcrmincd that neither Attorney nor his or her fum has any ethical impediment, real or potential, to representing County. To the extent that any ethical impediment, real or potential, is discovered or ever arises, Attomey shall immediately infonn County in wri1ing of the impediment (regardless of whether Attorney believes be or she has taken all steps necessary to avoid the impediment and regardless of whether Attorney believes that the impediment is insubstautial or questionable), .make full disclosure of the situation to County, obtain County's express, written consent to continue the representation oftbe other client, and 1ake all steps requested by County to avoid or mitigate the impediment Attorney understands that, if a direct or indirect conflict of interest arises which, in the opinion of the County, cannot be avoided or mitigptPil under the Rnles of Professional Conduct of The Florida Bar, County may, in its discretion, (a) obtain reimbursement from Attorney for all fees and expenses paid to Attorney in this matter; (b) obtain canceUation of all amounts allegedly owed by County to Attomey; and (c) obtain reimbmsement for consequential expenses incurred by County, including the cost of replacement counsel RECEIVED MAR 1 4 2006 1 of 14 MONROE COUNTY ATTORNEY \O.!i292351 {) MONROE COUNTY ATT 11 :37:55 a.m. 03-13-2006 3/15 3.2. LbnitatiollB to seope of representation; Except where prohibited by the Rules of Professional Conduct of The Florida Bar, the Momoe County Attorney's Office will serve as co counsel in all matters covered by this Agreement. As co-couosel, the Office attoIney's will assist Attorney by performing tasks assigned by Attorney, including but not limited to serving as local counsel; securing the cooperation of County employee's, officers, and others in discovery and other matters; obtaining evidentiary materials from County files; assisting with discovery; attending hearings and depositions; filing pleadings; arranging for closed attorney-client sessions with the Board of County Commissioners; and perfomUng other tasks as necessary and convenient for Attorney. Decisions as to tactical approaches to be utilized sball be the ultimate responsibility of the Attorney, and issues which rise to the level of a client decision shall be resolved by the Board of County COJ1111lissioncrs. Any fm1hcr limitations or special conditions sball be as set forth in Emibit A. 3.3. Term of Agreement and Representation: This Agreement and representation by Attorney is effective upon acceptance and approval by County in accordance with County's policies, 0Idinances, or governing statutes. The representation sba1l continue until tennin~ted by either the Cowty, or by the Attorney in accordance with ethical requirements. 3.4. County apeetatiODl and goals: The County expects the Attorney to seek the best resolution for the County at the lowest reasonable cost to the 1Bxpayers. At the earliest reasonable point during the representation. the Attorney shall report to the County, via the County Attorney, any reasonable potential for settlement, including related settlement costs and expenses, the estimated chances of the Cowty prevailing on the merits, and the potential financial exposure should the County not prevail on the merits. Any other expectations and goals shall be as set forth in Eddbit A. 4. Attorney Fee (Hourly): Attorney will be paid for his or her services based on 1he number of hours ex.pended on behalf of County (rol.Dlded to the nearest tenth hour for each time entry), not to include 1ime billable to or compensated by other clients. multiplied by the Attorney's hourly rate as set forth in Exhibit A. The following minbnum billing documentation and time-keeper requirements are a condition precedent to payment by the County. 4.1. Non-billable time: Attorney will bill County only for time reasonably and necessarily incurred to render professional services on County's behalf in accordance with this Agreement. Time attributable to billing questions is not billable. Tunc expended by time-keepers who have not been approved by County as indicated on Exhibit A is also not billable. 4.2. Clumps to hourly rates: Attorney will charge no more than the hourly rate quoted in Emibit A tbroughout the duration of the matter, unless otherwise agreed in writing signed by County. 4.3. Diseouna to other Clients; The rates Attorney 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, Attorney and approved time-keepers will also provide 1hem on the same basis to County. 2 of 14 ,',05292351 t;I MONROE COUNTY ATT 11 :38:35 a.m. 03-13-2006 4/15 4.4. AdditioD81 tim~keepen: Additional time-keepers may not be added to the matter without advance written approval fium County. In the event that additional time-keepers providing services which arc to be billed to the County arc to be added to the staft: 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. Additional time-keepers approved by the County are Jisted in Exhibit A to this Agreement, and this EIblbit A may be amended from time to time, upon mutual agreement of 1he CoWlty and the Attorney, to evidence the then-currcnt circumstances. 4.5. Eating work product; To the extent the Attorney makes use of existing work product, e.g., in the form of research previously performed for another County, then Attomey may bill only that time expended in using that work product for County. In other words, no premium, markup, or other adjustment may be made to bill County for time spent on work already perfmmcd 4.6. Travel: Travel restrictions, including restrictions on billing time during travel, are set furth below. 5. Billing of Fees aDd Expenses: Attorney shall comply with the following requirements as to billing fees and expenses as a condition precedent to County's obligation to pay each bill: 5.1. Monthly bIDs: Unless otherwise agreed in a writing signed by the County, bills shall be issued monthly by Attomey within 15 days a.tlm- the close of each month. Attomey understands that County requires prompt bills in part to facilitate effective management of the representation and fees. 5.2. Bill format: Attorney shall provide detailed, itemized bills which shall, at a minimum: 5.2.1 Description. Provide a general description of the matter, to include the name of the Comty department or constitutional officer, ifnot indicated in the title of the matter, for which legal services are being performed (e.g. Richard Roe v. Monroe County-EEO Claim). 5.2.2 PenonneL Clearly identifY each person performing services (i.e., time keepers) in conjWlction with each entry. 5.2.3 Other PenonneL Clearly identify all persons who are not full-time lawyers employed by the Attorney's finn (mcluding subcontractors, independent contractors, temporary employees, and outsourcing providers). 5.2.4 Tillie Records. Record the time expended by each time-keeper separately. In those situations where the minimum b~ incremmt exceeds the actual time spent on a task and several of these 'b1inor" tasks are perfoDned, it is expected that the services will be aggregated lm1il1he total . actual time spent meets the minimum billing increment. 5.2.5 Totals and By Task. State the amount of time expended by each time-keeper daily (and, within each day, broken down by 1ask where more than. one project or task. was wolked upon within the same day). 5.2.6 Task Description. Describe within each jtemi7ed daily task entry, in sufficient detail to readily allow the CoWlty to determine the necessity for and reasonableness of the time expended, the services 3 of 14 .. .....-..--......... ........'.... . .". ... . .., .,...-0:-_--=:-= \(l:'L923516 MONROE COUNTY ATT 11 :39: 13 a.m. 03-13-2006 5/15 performed, the project or task: each service relates to, the subject and purpose of each service, and the names of others who were present or communicated wit in the course of per.foDDing 1he service. Included should be a reasonably specific delineation of seMces sufficiently itemized to allocate time within a matter to Such categories of effort as Legal Research, Fact Gathering, Intetnal Conferences, and Communications with Client, Particular Document Drafting, Court Appearance, Deposition Attendance, and so forth. 5.2.7 SWDDIary of Rates. In a summary at the beginn1llg or end of1he bill, provide the current hourly rate for each time-keeper, the total time billed by each time-keeper in that bill, the product of the totallim.e and hourly rate for each t:ime-keeper, the 10tal fees charged, and are reconciliation between the amount charged and any applicable est1tnAtP.d or budgeted amount, by task. In addition, each monthly ~ should show the aggregate billing for that matter from the commencement of the matter through the currently-billed month. 5.2.8 DiptaVE1edronie Copy. County is currently using Time Matters and Time Billing software in the County Attorney's office, and prefers that an electronic reporting software which can be inCOIpOrated into the ColDlty'S software data base for tracking and reporting purposes be used by Attorney. Attomey should discuss the capabilities of Attomey' s billing system with County before rendering the first bill. County should receive a digital electronic/computerized version of each bill, together with a paper copy, to facilitate bill review. 5.3. ExpeDles: County will pay the actual, reasonable cost oftbe following expense items if incurred in accordance with the guidelines below and promptly itemized in Attorney's monthly bill: 5.3.1 Reimbunable apeases: Actual cost for necessary long mldmtce telephone calls, telecopying at $.25 per outgoing ~ overnight or expedited delivery, couriers, photocopying at $.15 per page, postage, court fees, and other expenses approved in advance by County or 8$ listed below: 5.3.1.1. Expedited or emerpnq services: Attorney is expected to avoid using expedited or_ emergency services, such as express delivery services, couriers, telecopying, overtime, and so on, unless necessary because ofunexpected developments or extIemely short ~Hnes. County may refuse 10 pay for any such expenses when incurred routinely or because of Attorney's failure to manage the matter efficiently. 5.3.1.2. Computerized research: Attorney is expected to use computerized research services cost- effectively to reduce time spent on research, for example, while closely-monitoring computerized research to insure 1ba11he charges are reasonable and necessary. Attorney is expected to pass through 10 County any discounts or other mangements that reduce the cost of computerized services. 5.3.1.3. Photocopying: Attorney is encouraged to use outside copying services to reduce the cost of large-volume copying, provided tbat these expenses are efficient, cost-effective, and incurred and billed in accordance with this Agreement. A1tomey is responsible for insuring that all copying complies with copyright obligations. 5.3.1.4. Tnmseripts: Transcripts should. not be ordered without prior approval ftom County. Transcripts should not be ordered on an expedited basis unless necessary and approved in advance by County. Attorney should obtain digital electronic/computerized. cOpies of transcripts when available at a reasonable cost to avoid charging for time spent digesting or indexing ttanscripts, and to allow County to maintain a digital electroniclcomputeri7ed d$l~se of all transcripts. 5.3.1.5 Travel Expenses: Travel expenses within the Attorney's local or metropolitan area will not be reimbursed if the time spent jn transit is billed. Travel expenses outside the metropolitan area may only be reimbursed if the travel was approved in advance by County. Reimbursable travel expenses, if approved in 4 of 14 W~)2923516 MONROE COUNTY ATT 11 :40:08 a.m. 03-13-2006 6/15 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 ~ reasonable, at the lowest available rate). Travel expenses will be reimbursed in accordance with the applicable provisions fur "approved 1ravelers" of the Monroe County ~ will be summarized on the Monroe Comty Travel Form with aU applicable receipts attanhed thereto. 5.3.1.6 Travel Time. Tune spent in transit, locally or 01herwise, may be billed only if (a) Attomey or time-keeper is unable to avoid traveling by using other forms of communication and (b) Attorney or time- keeper is unable to bill time in transit to other clients. Travel by more than one timc-keepcr at the same time to the same destinAtion is not allowed without prior approval :from County. Approved 1ravel time during time- keeper's I1ODD8l business hours will be billed at the hourly ~ listed for the time-keeper on Exhibit A. Approved travel time outside oftime-kceper's Donnal business hour's will be billed at ~ha1ftbe hourly rate listed for the timekeeper on EDibit A. 5.3.2. N4)D-reimbunable e.penses: The following expenses will in no event be reimbursable, unless specifically agreed to in advance in a writing signed by County: 5.3.2.1. PenoDaI and Oftice Com. Meals for time-keepers, overtime, word processing or computer charges, personal expenses, expenses that bene.fited other clients, expenses for books, costs of temporary employees, periodicals or other library materials, internal filing or other document handHl'\g charges, clerical expenses, stationery and other supply expenses, utilities, and any other expense that is either unreasonable or unnecessary. ('The fitct that the finn charges other clients or that other films charge their clients for an expense does not make it reascmable or necessary.) 5.3.2.2. Experts, consultants, support serviees, outsoureed serViees, ete. Attorney is not authorized to retain experts, additional comsel, consultants, support services, or the like, or to out source or delegate work outside Attorney's law :firm, without prior written approval by County. Attorney will be responsible for selecting and mRnA!p"8 the services of others so that their services and expenses will be rendered in -- accordance with the terms of this Agreement, including terms applicable to Attorney. Attorney will manage others tD obtain cost effective services for County. Unless otherwise agreed in writing, Attorney shall obtain a written retainer agreement, in a fonn which may be specified by County, from each service provider, with bills from each provider being sent to both Attorney (for management purposes) and County (for :review and payment). 5.3.2.3. Expenses not passed through at adual eost. County will not pay any markup for expenses. County will only reimburse the Attorney for their actual approved out-of-pocket costs and expenses, whether incurred personally by an approved time-keeper or incurred by other approved personnel (such as experts, consultants, support services personnel, or outsourced serviCes personnel). 5.3.2.4. Overhead not ekarged to County. County will not pay for any "expense" items that are in fact part of Attorney's overhead which should be included within Attorney's fee. 5.3.3. Advance approval of expenses. In addition to the items noted above, Attorney shall obtain ad~ce approval from County before incurring any expense in excess of $1,000.00 if Attomey expects to be reimbursed for that expense. County may refuse to pay any expense for which advance approval was not obtained by Attorney. 5.3.4. Copies of receipts for expenses. Attorney 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 Attorney. 5 of 14 Hl.~)292351 ti . MONROE COUNTY ATT 11 :41 :03 a.m. 03-13-2006 7/15 5.3.5. Expenses (ud feel) after termination. Upon termination of the representation. Attorney shall promptly bill County for any remaining reimbur.sable expenses and fees. County may refuse to pay any fees or expenses not billed within 45 days of termination of the representation. Attorney 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. 5.4. Bill and expense documentation. Attorney understands that Attorney must have docwnentation to support all aspects of each bill, including fees and expenses, and must maintain ~t documentation until at least one year after the termination of the representation. This docmnentation shall be made available by Attorney 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. Attorney agrees to cooperate with any ~amination of this documentation and Attorney's fees and expenses, e.g., by responding promptly and completely to any questions County or its designated representative may have. Attorney 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. lbis documentation sball include, for example, original time records, expense receipts, and documentation supporting the amount charged by Attorney for expense items generated by the Attorney or his or her firm. 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. Upon prior written Agreement by the County, Attorney may provide the documentation in digital electronic form in Adobe Portable Document Format (PDF) or in Alchemy fonnat in lieu of the manual preservation requirements detailed above. 6. Payment terms: Attorney~s request for payments and reimbursements may be made in either the -- Attorney's name or the name of the Attorney's law:firm, as appropriate. Attorney bills complying with this Agreement are due and payable upon receipt. If the bill materially fails to comply with the requirements of this Agreement, then it is not due and payable until its deficiencies are remedied by Attorney. County is entitled to a 1 % prompt payment discount if a bill is paid within 15 days of receipt by County or correction of deficiencies by Attorney, whichever is later, (or if the bill is satisfied by funds held by Attorney, e.g., in a trust account). County shall not be liable for interest or other late charges unless specifically agreed to in advance in a writing signed by County. 7. Budaets. Attorney wi14 within thirty (30) days after the effective date of this Agreement, prepare an estimate or budget of the likely costs, by task, of this matter, including fees and expenses, and a plan for handling the matter. Attorney will update the budget and plan at least once every three months. In the event that Attorney obtains information indicating that the budget (or any line item) may be exceeded by more than five percent, he or she will notify County of that immediately in a written statement accompanying each bill, preferably in tabular form. Attorney will reconcile the budget with each month's bill, e.g., by explaining whether the billed amounts, by task, are more or less than the amounts budgeted therefor. County shall have the right not to pay any amounts that are over budget or not included within the budget. 8. Staffing and matter management. Attorney has been retained specifically because Attorney, personally, is understood by County to be able 10 handle this matter. EmploYment of additional individuals, whether attorneys, paralegals. or others, who will bill time to County is not permitted without the advance written approval of County. 6 of 14 \O.~)l923516 . MONROE COUNTY A TT 11:42:00a.m. 03-13-2006 8/15 8.1. Time-keeper chauges. Changes in tim.e-keepers, e.g., replacement of an attorney as well as increases or decreases in the number of the time-keepers working on the subject-matter of this Agreement, must have the advance written approval of County. 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. 8.2. Duplication of effort. Unless advance County approval is obtained, Attorney will not have more than one time-keeper bill for colUt appearances, attendance at depositions and meeting, including meetings with County representatives, and internal conferences. In the event that more than one person attends, only the time of the person with the lowest rate will be billable. Attorney is not permitted to use this matter to provide on the job training for a time-keeper, and bill for that time-keeper's services, without County's advance approval. 8.3. Matter management. Attorney is responsible for manltging the matter cost-effectively and competently, e.g., by insuring that additional time-keepers are competent, properly supervised, efficient, and in compliance with the terms of this Agreement as well as with ethical obligations. 8.4. Communications. County will expect that all communications between Attorney and County will be reviewed by Attorney and that Attorney will serve as the point of contact for this matter, including billing questions. The point of contact for this matter at County is the County Attorney or the individual specifically identified in Exhibit A. 8.5. Case monitoring. County will be advised promptly by Attorney of all significant facts and developments in the matter so that County may mange the matter effectively and made informed decisions about strategy, tactics, settlement, scheduling, costs, and other related matters. County will promptly receive from Attorney copies of all orders, opinions, pleadings. briefs, memoranda (internal and external). .correspondence, and any other document material to the subject matter of this Agreement, - such that the County will have a current, up-to-date, "mirror" copy of the County's file maintained by Attorney. For discovery materials or exhibits that are lengthy, Attorney should discuss them with County before providing a copy. Documents available in digital electronic/computerized form should be provided in that form in lieu of paper copies. Additionally, Attorney may be required to submit, on a monthly basis, a case status and progress report to be submitted to the Board of County Commissioners. The format of the report shall be in the form required by the County Attomey. 8.6. Case controL Attorney shall discuss all significant issues of strategy and tactics, including motions, discovery, ple~ings, briefs, trial preparation, experts, and settlement, with County before implementation. Attorney is expected to exercise independent professional judgment, but to implement the decisions of County as expressed to the COlUlty by the County Attomey. 8.7. Attorney cooperation. Attorney 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 Attorney's bills. 8.8. County cooperation. Attorney should consult with County about all opportunities for County to save money or make use of County's expertise to assist in, e.g., responding to discovery, preparing for trial, locating experts, and the like. County may also have personnel and facilities available to reduce the expenses related to the subject matter of this Agreement. 8.9. Temporary staff, delegation, outsoureing. Attorney will not bill County for the time and expenses oftemporary employees, including so-called "Temps" or contract attorneys or other staff'from 7 of 14 W!i29235t6 MONROE COUNTY ATT 11:42:54a.m. 03-13-2006 9/15 outside companies, nor "outsource" or delegate work, nor charge for summer as~ociatest law clerks, or student clerks, (collectively ''temporary staft" even if not temporarily employed) without full advance disclosure of the employee's temporary or short-term status to Countyt including disclosure of the actual amount paid or to be paid to the individual. Unless County expressly agrees in writing to paying additional amOlmts after full disclosure by Attorney, Attorney may not charge County more than the actual cost paid by attorney. 9. Confidentiality and pubUe relations: Attorney 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. Attorney 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. This requirement is also intended to prohibit Attorney from using information obtained from or on behalf of County, including work product prepared at County's expense, for other client's of Attomey or his or her firm., without County's advance written approval. Attorney is not authorized to identify County as a County, e.g., for purposes of marketing or advertising, without County's prior approval. Upon termination of the representation, Attorney agrees to return promptly all information obtained from or on behalf of County to County. Attorney is not authorized to communicate with the public, including the press, about County or this matter without the advance approval of County. 10. Ownenhip of Attorney files and work produet: Attorney understands that all files and work product prepared by Attorney 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 Attorney or his or her firm nor disclosed by Attorney or his or her firm to others, except in the normal course of Attorney's representation of County in this matter. Attorney agrees that County owns all rights, including copyrights, to materials prepared by County or by Attorney on behalf of COWlty. Attorney 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). Attorney shall provide County with prompt access to (including the ability to make copies ot) all attorney files and work product, regardless of whether the representation or matter is ongoing and whether attorney fees and expenses have been paid in full. 11. Dispute resolution: Attorney and County agree that all disputes regarding Attorney's 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. Governing law t modification of tbis Agreement, entire agreement: This Agreement is to be interpreted in acCordance with the laws of Florida and with the ethical ~uirements of that jurisdiction. The Agreement may not be modified in any way without the express, written agreement of both parties. This represents the entire agreement of the parties. 13. Monroe County Code Ethies Provisions: This provision is found in Section 18.8 below. 14. Time Keeper Defined: As used in this Agreement, the term "time keeper" shall include Attorney and other attorneys and individuals identified in Exhibit A who will be providing services under this Agreement and who will bill the County for their services in accordance with this Agre~ent. 15. Methods of Approval and CODleDt By County: Any consents or approvals required by this Agreement to be made by the County shall, unless the context expressly states otherwise, be made by the County Attorney or an authorized Assistant County Attorney in written fonn. to include but not 8 of 14 '.(.1!;292351-6 MONROE COUNTY ATT 11 :43:50 a.m. 03-13-2006 1 0 /1 5 limited to hand-written, typed, or printed notes, electronic mail, letters, or facsimile 1ransmissioDS. 16. Florida Government-in-the-Suushine Law: Attorney agrees that, unless specifica1ly 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. Attorney agrees to consult with the County Attorney's office concerning the application of the Slmshine law from time to time concerning specific circumstances that may arise dming the term of this Agreement. 17. Florida Publil: Rel:ords Law: Attorney 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. Attorney agrees to consult with the County Attorney's office concerning the application of the Public R~cords Law from time to time concerning specific circumstances that may arise during the term of this Agreement. 18. County's Standard Contract Terms: 18.1 No Auipments. Without the prior written consent from the County, Attorney shall not assign or transfer this Agreement. 18.2 Entire Agreement. The entire agreement between the County and Attorney with respect to the subject matter hereof is contained in this Agreement. This Agreement supersedes all prior oral and written propo$8ls and communications between the County and Attorney 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 Plld inure to the benefit of the parties hereto, their permitted successors and assigns. 18.3 Severability. If a tel1ll, covenant, condition or provision of this Agreement shall be declared invalid or unenforceable to any extent by a court of competent jmisdiction, the rema.ining 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 Attorney agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent oftbe stricken provision. 18.4 Captions. The captions set forth herein are for convenience of reference only and shall not defIne, modify, or limit any of the terms hereof. 18.5 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. 18.5.1 ConOids in interpretation. The County and Attorney agree that, in the event of conflicting interpretations of the terms or a term of this Agreement by or between them, the final interpretation by the County shall apply. 9 of 14 '.-..-.'___._....;-:-- ._.___..,._.:_.--'_..:....u!-'.... . _'. .:..._.:_.,_.:...__....._.. bu. . . ~, ",. . . ~ ;:;~ ',O!,292351'6' MONROE COUNTY ATT 11:44:32a.m. 03-13-2006 11 /15 18.5.2 Adjudieation of Disputes and Disagreements. The County and Attorney agree that all disputes and disagreements between them shall be attempted to be resolved by a meet and confer session between representatives of the County and Attorney. If the issue or issues are still not resolved to the satisfaction of both parties within 30 days after the meet and confer session, then either shall have the right to seek such relief as may be provided by this Agreement or by Florida law. 18.5.3 Cooperation. In the event any Administrative or legal proceeding is instituted against either the County or Attorney relating to the formation, execution, performance, or breach of this Agreement, the County and Attorney 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. The County and Attorney each agree that neither shall be required to enter into any arbitration proceedings related to this Agreement or any Attachment or Addendum to this Agreement. 18.5.4 Lqal Oblications and Responsibilities; Non-delep.tion of Constitutional or Statutory Duties. This Agreement is not intended to relieve, nor sball it be construed as relieving, either the County or Attorney 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. 18.6 Attorney's Fees and COlts. In the event any administrative proceeding or cause of action is initiated or defended by the County or Attomey relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to an award of reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shall include reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses 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 usual and customary procedures required by the circuit court of Monroe County. 18.7 Records. Attomey shall maintain all books, records, and documents directly pertinent to performance under this Agreement, including the docmnents referred to in Sections 5.4 and 10 of 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 Attomey 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. Attorney 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 teI1l1illation of this agreement Attomey 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 Attomey to maintain appropriate records to insure a proper accounting of all collections and remittances. Attorney 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. 18.7.1 Public Access. The County and Attorney shall allow and permit reasonable access to 10 of 14 \f)',i2923516 MONROE COUNTY ATT 11 :45:27 a.m. 03-13-2006 12 /15 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 Attorney. 18.8 Monroe County Code Ethics Provision. Attorney warrants that he 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, misuse of public position, conflicting employment or contractual relationship, and disclosure of certain information. 18.9 Authority. Attorney warrants that he 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 Attorney is a member of a law firm, either as partner, shareholder, associate, or other relationship, Attorney warrants that he is authorized to enter into this Agreement by Attorney's law firm. 18.10 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 36 months from the date of being placed on the convicted vendor list. Attorney warrants the neither Attorney nor any authorized time keeper has been named to the convicted vendor list. 18.1t Anti-kickback. Attorney 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 bas 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 annql 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. 18.12 ModifieatioDS and Amendments. Any and all modifications of the terms of this agreement shall only be amended in writing and executed by the Board of County Commissioners for Monroe County and by Attorney. 18.13 Independent Contractor. At all times and for all purposes hereunder, Attorney 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 Attorney or any of the authorized time keepers, to be the employees of the Board of County Commissioners of Momoe 11 of 14 \(b2923516" MONROE COUNTY ATT 11:46:19a.m. 03-13-2006 1 3 /1 5 County, and they shall be entitled to none of the rights, privileges or benefits of employees of Monroe County. 18.14 Compliance with Law. In carrying out Attorney's obligations under this agreement, Attorney 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 the County to terminate this Agreement immediately upon delivery of written notice of termination to Attorney. 18.tS Licensing and Permits. Attorney warrants that Attomey 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. 18.16 Non..DiscrimiDatioD. Attorney shall not discriminate, in its employment practices and in providing services hereunder, on the basis of race, color, sex, religion, disability, national origin, ancestry, sexual orientation, gender identity or expression, familial status, or age, and shall abide by all federal and state laws regarding non-discrimination. Upon a determination by a court of competent jurisdiction that such discrimination has occurred, this Agreement automatically terminates without any further action by the County, effective the date of the court order. Attorney is aware of the provisions of Section 13-101 through 13-106, Monroe County Code, relating to non-discrimination, and agrees to abide by the Code's nondiscrimination requirements. 18.17 ClaimJ for State or Federal Aid. The County and Attorney agree that each shall be, and is, empowered to apply for, seek, and obtain federal and state fimds to further the pmpose of this Agreement, . provided that all applications, requests, grant proposals, and ftmding solicitations by Attorney shall be approved by the County prior to submission. 18.18 Non..Relianee 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 Attorney agree that neither the County nor Attorney 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. 18.19 Attestations. Attomey agrees to execute such documents as the CO\lIlty may reasonable require, including a Drug-Free Workplace Statement, and a Public Entity Crime Statement. 18.10 Signatures of Parties Required. This Agreement shall not be effective until executed by both County and Attorney and received in final executed form by an authorized representative of County. 18.21 County Authority. This Agreement has been at a duly noticed and legally held public meeting conducted in Monroe County, Florida. 18.22 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, 12 of 14 \(1';29.235<16- - MONROE COUNTY ATT 11 :47:01 a.m. 03-13-2006 14 /1 5 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. 18.23 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 Attorney may execute this Agreement by signing any such counterpart. THIS AGREEMENT bas been signed and executed by the Board of County Commissioners of Monroe County, Florida, and has been signed and executed by Attorney, on the dates indicated below, and shall be retroactive to, and effective as of, February I , 2006. \ \, .<:' '~"'c\,"~.'."'. ..... ,';' .,',- . ..: . . .~ . ;, ~' . j:', _ .' ,,::;'.:i ~; l: :~';\,,"1~.L~~Ie, Clerk ,,::~J/~ il""~Cled< Date: 0 .Jlrs /2." D , Board of Coon Of Monroe C By: Charles "Sonny" eCoy, Mayor Date: o511!' /2.00' Witnesses: t11A(fL Au mAtJ PrintName NM-I<s G~Lf^, t' Ncc.KOlJQW P.A-. Address:' I 15-- }"A-UoA-N ~lwe=, ;>'" ,-re- ~.._ . Signature 'T1tl-l-~S~ FL. 3).3...~ Signature Telephon~um.ber: i"S- .).).. 'f - '1(:)7~ . o 0::: (:) (.,) lJ..! c:: e:::: c l.L... o W -I Ls... C'\I C") w <: <.:) -1 <f !..I... -,~ ~ >= :::101_ a 'Z ~:r.:~::.:. .<..)0 -J .<..) >-xw --...Jo z(.Ja:: <C z Q 0 :4 - - 2: 0- r- MO~=~~;~~R~EY NAT/lEENE '!?J ~ ASsrSTAN W. CASSEL D8te-"'-i/.Is: '/l~OUNTY ATiO~Ne y -------..... ----........_----* 0::: eoa:: 3:: u:) c::>> c::>> C'o.I 13 of 14 :lfb29:?3S'16' . MONROE COUNTY ATT 11:47:19a.m. 03-13-2006 1 5 /1 5 MONROE COUNTY, FLORIDA AGREEMENT NUMBER: STANDARD LEGAL SERVICES AGREEMENT (LITIGATION) EXHIBIT A Matter Identification: Attorney will research and advise the County on the feasibility of the imposition of work force housing mitigation fee on new development; and the drafting of an ordinance if appropriate to assist in the regulation of new development by mitigating the escalation of work force housing needs within the County resulting from the property uses contemplated in new development. This Agreement does not include fees associated with valuation of bonds secured by the mitigation fee. If it is determined that bond valuation is required another fee agreement will be .. negotiated and brought back to the Commission for Board approval. Referenees: 3.2: Limitations to Seope of Repreaentatioa: Attomey shall not engage in litigation activities or administrative proceedings without prior written consent of the County Attomey's Office. The Attorney may hire a consultant to perform necessary empirical evaluations supporting said mitigation fee, the consultant's fees are included in the total fee ~ under this Agreement. The total fees and costs to be incmred under thi~ AllI'eeID.ent ~hall not exceed __ Thousand Dollars (S..Ooo). Mt'".M 5.f'W'Iri]- A,,< '1~ 3.4 County Expectations and loals: To seek ways to assist in the acquisition of work force housing in the Florida Keys 4.: Attorney's Hourly Fee Rate: Robert Nabors $200.00 per hour 4.4: Approved Additional Time Keepers: Name; Hourly Rate: Mark Mustian $200.00 Heather Encinosa $200.00 David Tucker $165.00 Christine Senne (Law Clerk) $75.00 BOARD OF CO OF MONROE CO COMHiIlSSWNERS , FLORIDA By: s "Sonny" McCoy o. t of Contact: County Attorney COUNTY ATTORNEY Date: MONROE COU ~PPROVED :;YTATTORNEY ~FORM: NATllEENE W C:S-~~ AS$~A~CO . SEl Date~ 5i ~ UNTY ATTORNEY ~ 14 of 14