5. 2nd Renewal 03/15/2006
DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE:
March 24,2006
TO:
Salvatore Zappulla, Director
Office of Management & Budget
Pamela G. Han~
Deputy Clerk LY
FROM:
At the March 15, 2006, 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 advisor to
Monroe County.
Enclosed is a copy 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 15th day of March, 2006 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
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David Miller, Managing Director
David Moore, Managing Director
Kelly Ryman, 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.
~-;. J.~i~~.S Whereof, the parties have hereunto set their hands and
s~~"~be~~_~ %ear first written above.
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Deputy erk
Board of County Commissioners
Of Monroe ty, Florida
Mayor
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