Agenda 07/28/2009 Item #16C 6Agenda Item No. 16C6
July 28, 2009
Page 1 of 14
EXECUTIVE SUMMARY
Recommendation to exempt from formal competition and approve a Legal Services
Contract with de la Parte & Gilbert, P.A., for Litigation Related to Orangetree
Utilities Case No. 07 -2333, "Legal Services for Litigation Related to Orangetree
Utilities vs. Collier County" for a proposed cost not to exceed $550,000, Project No.
75010, and approve necessary budget amendments.
OBJECTIVE: The public purpose is to retain legal services to assist Collier County in
defense of litigation brought by Orangetree Utility.
CONSIDERATIONS: This project is included in the 2008 Wastewater Master Plan
Update adopted by the Board of Collier County Commissioners on June 24, 2008, under
Item 10(B) and is consistent with the current FY 2009 Capital Improvement budget
approved by the Board on September 18, 2008.
The Orangetree Utility Company and Collier County Water -Sewer District (CCWSD) are
parties to an agreement dated May 28, 1991, as subsequently amended on May 14, 1996
and August 4, 1998. Both parties are subject to Collier County Ordinance No. 2004 -73
titled the Collier County Land Development Code. Under the terms of the foregoing
Agreement and the amendments to the Agreement, Orangetree Utility Company has the
authority to continue its operation of their water and sewer utilities until at least 2012, at
which time the County shall give one year's advance notice of its formal request to
provide or assume the utilities service area of the Orangetree Utility Company.
The Orangetree Utility Company has filed a complaint in the Circuit Court of the
Twentieth Judicial Circuit, in and for Collier County based on the Agreement's
requirement that the privately owned treatment and distribution /collection system,
including its customer base, be dedicated and conveyed to the County without any
compensation. This case is ongoing and de ]a Parte & Gilbert, P.A has provided three
scenarios pertaining to the future estimated total litigation cost:
Scenario 1: Collier County (CC) obtains summary judgment in its favor: $340,000.00
Scenario 2: CC and Orangetree Utility Co. reach settlement (Pre - Trial): $355,000.00
Scenario 3: CC and Orangetree Utility go to Trial: $550,000.00
Under Section VII.G of the Board's purchasing policy, the procurement of legal services
can be exempted by the Board from formal competition at the request of the County
Manager or County Attorney. Staff is recommending exempting this contract from formal
competition for the following reasons:
1) The recommended firm has been actively involved in this matter for more than a year.
.-. Changing legal representation at this stage in the process would be disadvantageous
and could potentially add to the cost of the legal services.
2) The legal firm de la Parte & Gilbert is recognized statewide as the premier Utility law
expert.
Agenda Item No. 16C6
July 28, 2009
Page 2 of 14
FISCAL IMPACT: A Budget Amendment is necessary to fund project No. 75010,
"Litigation Related to Orangetree Utilities vs. Collier County ", Case No. 07 -2333, Fund
411 "Water Impact Fees."
LEGAL CONSIDERATIONS: This matter has been reviewed by the County Attorney
and is appropriate for Board action. This item is a regular item requiring a majority vote.
The County Attorney concurs with the Purchasing Director that the Board has the
authority to exempt this contract from formal competition. The County Attorney
believes that this firm is an excellent choice for this particular task. - JAK
GROWTH MANAGEMENT IMPACT: This project meets current Growth
Management Plan standards to ensure the adequacy and availability of viable public
facilities.
RECOMMENDATIONS: That the Board of County Commissioners, as Ex- officio the
Governing Board of the Collier County Water -Sewer District:
• Approve an exemption from formal competition as provided for under Section
VILG of the Purchasing Policy in order to enter into a legal services contract with
de la Parte & Gilbert, P.A. for Litigation Related to Orangetree Utility Company
vs. Collier County, for a proposed cost not to exceed $550,000.00.
• Authorize the Chairman of the Board to sign the contract; and
• Approve a Budget Amendment for $550,000 to fund project No. 75010, "Legal
Services for Litigation Related to Orangetree Utilities vs. Collier County, Case
No. 07- 2333."
Prepared by: Bala M. Sridhar, Senior Management and Budget Analyst, Public Utilities
Operations.
Page 1 of 1
Agenda Item No. 16C6
July 28, 2009
Page 3 of 14
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number: 16C6
Item Summary: Recommendation to exempt from formal competition and approve a Legal Services Contract
with de la Parte & Gilbert, P.A., for Litigation Related to Orangetree Utilities Case No. 07-
2333, Legal Services for Litigation Related to Orangetree Utilities vs. Collier County for a
proposed cost not to exceed 8550,000, Project No. 75010, and approve necessary budget
amendments.
Meeting Date: 7/28/2009 9:00:00 AM
Prepared By
Bala Sridhar
Senior Management/Budget Analyst
Date
Public Utilities
Public Utilities Operations
6/18/2009 9:40:04 AM
Approved By
Jennifer A. Belpedio
Assistant County Attorney
Date
County Attorney
County Attorney Office
6/18/2009 11:13 AM
Approved By
Thomas Wides
Operations Director
Date
Public Utilities
Public Utilities Operations
6/22/2009 3:16 PM
Approved By
Dianna Perryman
Contract Specialist
Date
Administrative Services
Purchasing
6/25/2009 12:31 PM
Approved By
Jeff Klatzkow
County Attorney
Date
County Attorney
County Attorney Office
7/7/2009 11:29 AM
Approved By
Steve Carnell
Purchasing /General Svcs Director
Date
Administrative Services
Purchasing
7/7/2009 7:43 PM
Approved By
James W. DeLony
Public Utilities Administrator
Date
Public Utilities
Public Utilities Administration
7/8/2009 11:10 AM
Approved By
OMB Coordinator
OMB Coordinator
Date
County Manager's Office
Office of Management & Budget
719/2009 9:33 AM
Approved By
Susan Usher
Senior Management/Budget Analyst
Date
County Manager's Office
Office of Management & Budget
7/15/2009 4:31 PM
Approved By
Leo E. Ochs, Jr.
Deputy County Manager
Date
Board of County
Commissioners
County Manager's Office
7/16/2009 10:49 AM
file://C: \AgendaTest\ Export\133- July %2028, %202009\ 16. %20C0NSENT %20AGENDA\ 1... 7/22/2009
Thomas G. Wides
Public Utilities Operations Director
Collier County Public Utilities Division
3301 E. Tamiami Trail
Building H, 3rd Floor
Naples, FL 34112
Re: Agreement for Legal Services for
Litigation Related to Orangetree Utilities vs. Collier County
Case No. 07- 2333 -CA
Dear Tom:
Pursuant to our recent discussions, enclosed please find the Agreement for legal services for our
representation of Collier County concerning the Orangetree Utilities v. Collier County matter (Case No.
07 -233 CA). This Agreement has been signed by Edward de la Parte. Once you have received the fully
signed Agreement from the Board of County Commissioners, please have your office scan and email Ed
and I a copy of the Agreement. My paralegal, Linda Foy, is obtaining the necessary certificates of
insurance and will email them to you and Dianna Perryman.
If you have any questions or need any further information, please do not hesitate to call.
Sincerely,
de la PARTE & GILBERT, P.A.
Vivian Arenas- Battles
/lkf
Enclosure
cc: Dianna Perryman (w /encl.) (via email)
Edward P. de la Parte, Jr. (w /o encl.)
101 East Kennedy Blvd., Suite 2000 Tampa, Florida 33602
Mailing Address: Post Office Box 2350 !Tampa, Florida 33601-2350
T: (813) 229 -2775 E (813) 229 -2712 + wwwdp9rm.com
Agenda Item No. 16C6
■ ■ ■
July 28, 2009
pQ� �j� D/�
de la Parte C.X G111JG � 1.1'L
Page 4 of 14
Vivian Arenas Battles
ATTORNEYS IAW
Amy C. Duffey
Michael R. Bray
Richard A. Gilbert
David M. Caldevilla
'
�, i Daniel t McBreen
Michele M. Cerullo
J
1:4.1
Patrick J. McNamara
Jeremy S. Clark
May 14, 2009
Nicolas Q Porter
Edward P. de la Parte, Jr.
Kristin A. Yerkes
Louis A. de la Parte, Jr.
Founder (19292008)
Thomas G. Wides
Public Utilities Operations Director
Collier County Public Utilities Division
3301 E. Tamiami Trail
Building H, 3rd Floor
Naples, FL 34112
Re: Agreement for Legal Services for
Litigation Related to Orangetree Utilities vs. Collier County
Case No. 07- 2333 -CA
Dear Tom:
Pursuant to our recent discussions, enclosed please find the Agreement for legal services for our
representation of Collier County concerning the Orangetree Utilities v. Collier County matter (Case No.
07 -233 CA). This Agreement has been signed by Edward de la Parte. Once you have received the fully
signed Agreement from the Board of County Commissioners, please have your office scan and email Ed
and I a copy of the Agreement. My paralegal, Linda Foy, is obtaining the necessary certificates of
insurance and will email them to you and Dianna Perryman.
If you have any questions or need any further information, please do not hesitate to call.
Sincerely,
de la PARTE & GILBERT, P.A.
Vivian Arenas- Battles
/lkf
Enclosure
cc: Dianna Perryman (w /encl.) (via email)
Edward P. de la Parte, Jr. (w /o encl.)
101 East Kennedy Blvd., Suite 2000 Tampa, Florida 33602
Mailing Address: Post Office Box 2350 !Tampa, Florida 33601-2350
T: (813) 229 -2775 E (813) 229 -2712 + wwwdp9rm.com
Agenda Item No. 16C6
July 28, 2009
Page 5 of 14
AGREEMENT
for
Legal Services for Litigation Related to Orangetree Utilities vs. Collier County, Case No.
07- 2333 -CA
THIS AGREEMENT, made and entered into on this day of 2009, by and between de
la Parte & Gilbert, P. A., authorized to do business in the State of Florida, whose business
address is 101 E. Kennedy Boulevard, Suite 3400, Post Office Box 2350, Tampa, Florida 33601 -2350,
hereinafter called the "Consultant" and Collier County, a. political subdivision of the State of
Florida, Collier County, Naples, hereinafter called the "County ":
WITNESSETH:
1. COMMENCEMENT. This Agreement shall commence on the date of the issuance of a
Purchase Order. The contract shall be for a one (1) year period, commencing on contract
execution and terminating on December 31, 2009.
The County may, at its discretion and with the consent of the Consultant, renew the
Agreement under all of the terms and conditions contained in this Agreement for three
(3) additional one (1) year periods. The County shall give the Consultant written notice of
the County's intention to extend the Agreement term not less than ten (10) days prior to
the end of the Agreement term then in effect.
2. STATEMENT OF WORK. The Consultant shall provide professional legal services in
accordance with Exhibit "A ", Scope of Services, referred to herein and made an integral
part of this Agreement. This Agreement contains the entire understanding between the
parties and any modifications to this Agreement shall be mutually agreed upon in
writing by the Consultant and the County project manager or his designee, in compliance
with the County Purchasing Policy and Administrative Procedures in effect at the time
such services are authorized.
3. COMPENSATION: The County shall pay the Consultant for the performance of this
Agreement an estimated maximum amount of five hundred and fifty thousand dollars
($550,000), pursuant to the hourly rates as set forth in Exhibit "A ", together with the
Travel and Reimbursable Expenses as defined in this Agreement. The actual payment
amount shall depend on the litigation budget for one of three scenarios identified in
Exhibit "A ". Any modifications to the compensation shall be in writing, as approved in
advance by the County.
Page 1 of 10
Agenda Item No. 16C6
July 28, 2009
Page 6 of 14
3.1 The County shall pay the Consultant for the performance of this Agreement upon
completion or partial completion of the work tasks pursuant to the fees as set forth in the
Consultant's proposal included in this Agreement, together with the Travel and
Reimbursable Expenses as defined in this Agreement. Payment will be made upon
receipt of a proper invoice and upon approval by the County project manager or his
designee, and in compliance with Section 218.70, Fla. Stats., otherwise known as the
"Local Government Prompt Payment Act ".
3.2 Consultant agrees to furnish to the County, after the end of each calendar month, a
comprehensive and itemized statement of charges for the Services performed and
rendered by Consultant during that time period, and for any County authorized
reimbursable expenses as herein below defined, incurred and /or paid by Consultant
during that time period. The monthly statement shall be in such form and supported by
such documentation as may be required by the County. All such statements shall be on
Consultant's letterhead and shall indicate the Purchase Order Number
3.3 Travel and Reimbursable Expenses during the term of this Agreement shall not
exceed one hundred thousand dollars ($100,000.00) unless approved in advance in
writing by the County. Allowable expenses include transportation and living when
traveling in connection with the litigation, except for local travel within Collier or Lee
Counties, and all Contract - related mileage for trips that are from or to destinations
outside of Collier or Lee Counties approved by the County. Travel expenses shall be
reimbursed as per Section 112.061 Fla. Stats.
Reimbursements shall be at the following rates:
Mileage
Maximum rate allowable under Section
112.061, Fla. Stat.
Breakfast
$6.00
Lunch
$11.00
Dinner
$19.00
Airfare
Actual ticket cost limited to tourist or
coach class fare.
Rental car
Actual rental cost limited to compact or
standard -size vehicles.
Lodging
Actual cost of lodging at single
occupancy rate.
Parking
Actual cost of parking
Taxi or Airport
Limousine
Actual cost of either taxi or airport
I limousine
Page 2 of 10
Agenda Item No. 16C6
July 28, 2009
Page 7 of 14
3.4 Reimbursable items other than travel expenses shall be limited to the following:
copies, faxes, exhibits, court reporter fees, telephone long- distance charges, cell phone
charges, computer research charges, fax charges, photocopying charges and postage
related to the litigation. The rates are as follows:
Telephone
Long distance charges ® $0.15 per
minute.
Cellular charges Q $0.25 per minute.
Telefacsimile
$1.00 local
$2.00 long distance
Copies
$0.30 (black & white)
When color copies are necessary, they
will be charged at the actual cost.
Westlaw or other
$0.06 per minute, plus $2 per line of
computer assisted legal
transmitted data.
research
Postage and delivery
Postage, overnight delivery charges,
messenger charges, and any other costs
necessitated by representation shall be
charged at the actual cost.
Miscellaneous
To minimize paperwork and delays, the
Consultant may, in its discretion,
forward the County invoices received
from Vendors or subcontractors for
larger expense items, for direct payment
by the County.
Other items may be paid on request and approved in writing by the County.
Reimbursable items will be paid only after Consultant has provided all receipts.
Consultant shall be responsible for all other costs and expenses associated with activities
and solicitations undertaken pursuant to this Agreement.
4. SALES TAX. Consultant shall pay all sales, consumer, use and other similar taxes
associated with the Work or portions thereof, which are applicable during the
performance of the Work.
5. NOTICES. All notices from the County to the Consultant shall be deemed duly served if
mailed or faxed to the Consultant at the following Address:
Page 3 of 10
Agenda Item No. 16C6
July 28, 2009
Page 8 of 14
Edward P. de la Parte, Jr.
De la Parte & Gilbert, P.A.
101 E. Kennedy Boulevard, Suite 3400,
Post Office Box 2350,
Tampa, Florida 33601 -2350
Telephone: 813 -229 -2775
Fax: 813 -229 -2712
All Notices from the Consultant to the County shall be deemed duly served if mailed or
faxed to the County to:
Collier County Government Center
Purchasing Department - Purchasing Building
3301 Tamiami Trail, East
Naples, Florida 34112
Attention: Steve Carnell, Purchasing/ GS Director
Telephone: 239 -252 -8371
Facsimile: 239 - 252 -6584
The Consultant and the County may change the above mailing address at any time upon
giving the other party written notification. All notices under this Agreement must be in
writing.
6. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a
partnership between the County and the Consultant or to constitute the Consultant as an
agent of the County.
7. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits
necessary for the prosecution of the Work shall be obtained by the Consultant. Payment
for all such permits issued by the County shall be processed internally by the County. All
non - County permits necessary for the prosecution of the Work shall be procured and
paid for by the Consultant. The Consultant shall also be solely responsible for payment
of any and all taxes levied on the Consultant. In addition, the Consultant shall comply
with all rules, regulations and laws of Collier County, the State of Florida, or the U. S.
Government now in force or hereafter adopted. The Consultant agrees to comply with all
laws governing the responsibility of an employer with respect to persons employed by
the Consultant.
8. NO IMPROPER USE. The Consultant will not use, nor suffer or permit any person to
use in any manner whatsoever, County facilities for any improper, immoral or offensive
purpose, or for any purpose in violation of any federal, state, county or municipal
ordinance, rule, order or regulation, or of any governmental rule or regulation now in
effect or hereafter enacted or adopted. In the event of such violation by the Consultant or
Page 4 of 10
Agenda Item No. 16C6
July 28, 2009
Page 9 of 14
if the County or its authorized representative shall deem any conduct on the part of the
Consultant to be objectionable or improper, the County shall have the right to suspend
the contract of the Consultant. Should the Consultant fail to correct any such violation,
conduct, or practice to the satisfaction of the County within twenty -four (24) hours after
receiving notice of such violation, conduct, or practice, such suspension to continue until
the violation is cured. The Consultant further agrees not to commence operation during
the suspension period until the violation has been corrected to the satisfaction of the
County.
9. TERMINATION. Should the Consultant be found to have failed to perform his services
in a manner satisfactory to the County as per this Agreement, the County may terminate
said agreement immediately for cause; further the County may terminate this Agreement
for convenience with a thirty (30) day written notice. The County shall be sole judge of
non - performance.
10. NO DISCRIMINATION. The Consultant agrees that there shall be no discrimination as
to race, sex, color, creed or national origin.
11. INSURANCE. The Consultant shall provide insurance as follows:
A. Workers' Compensation: Insurance covering all employees meeting Statutory
Limits in compliance with the applicable state and federal laws.
B. Professional Liability: The Consultant shall maintain in full force and effect,
during the life of this Agreement, Standard Professional Liability Issuance with
limits not less than Two Million Dollars ($2,000,000.00) each occurrence with a
maximum deductable of Fifty Thousand Dollars ($50,000.00).
C. Special Requirements: Certificates of Insurance, satisfactory to Collier County
evidencing all such coverages shall be furnished to Collier County immediately
upon execution of this Agreement, with complete copies to be furnished upon
Collier County's request. Renewal certificates shall be sent to the County thirty (30)
days prior to any expiration date. There shall be a thirty (30) day notification to
Collier County in the event of cancellation or modification of any stipulated
insurance coverage.
12. INDEMNIFICATION. To the maximum extent permitted by Florida law, the
Consultant /Vendor /Consultant shall indemnify and hold harmless Collier County, its
officers and employees from any and all liabilities, damages, losses and costs, including,
but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by
the negligence, recklessness, or intentionally wrongful conduct of the
Consultant /Vendor /Consultant or anyone employed or utilized by the
Consultant /Vendor /Consultant in the performance of this Agreement. This
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Agenda Item No. 16C6
July 28. 2009
Page 10 of 14
indemnification obligation shall not be construed to negate, abridge or reduce any other
rights or remedies which otherwise may be available to an indemnified party or person
described in this paragraph.
This section does not pertain to any incident arising from the sole negligence of
Collier County.
13. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf of
the County by the Public Utilities Project Management and Planning Department.
14. CONFLICT OF INTEREST: Consultant represents that it presently has no interest and
shall acquire no interest, either direct or indirect, which would conflict in any manner
with the performance of services required hereunder. Consultant further represents that
no persons having any such interest shall be employed to perform those services.
15. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the attached
component parts, all of which are as fully a part of the contract as if herein set out
verbatim: Exhibit A, Scope of Services and Hourly Rates, Insurance Certificate.
16. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between
the parties herein that this agreement is subject to appropriation by the Board of County
Commissioners.
17. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual
shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other
item of value to any County employee, as set forth in Chapter 112, Part III, Florida
Statutes, Collier County Ethics Ordinance No. 2004 -05, and County Administrative
Procedure 5311. Violation of this provision may result in one or more of the following
consequences: a. Prohibition by the individual, firm, and/or any employee of the firm
from contact with County staff for a specified period of time; b. Prohibition by the
individual and /or firm from doing business with the County for a specified period of
time, including but not limited to: submitting bids, RFP, and/or quotes; and, c.
immediate termination of any contract held by the individual and /or firm for cause.
18. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement,
the Consultant is formally acknowledging without exception or stipulation that it is fully
responsible for complying with the provisions of the Immigration Reform and Control Act
of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be
amended. Failure by the Consultant to comply with the laws referenced herein shall
constitute a breach of this agreement and the County shall have the discretion to
unilaterally terminate this agreement immediately.
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Agenda Item No. 16C6
July 28, 2009
Page 11 of 14
19. VENUE. Any suit or action brought by either party to this Agreement against the other
party relating to or arising out of this Agreement must be brought in the appropriate
federal or state courts in Collier County, Florida, which courts have sole and exclusive
jurisdiction on all such matters.
20. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or
otherwise unenforceable, in whole or in part, the remaining portion of this Agreement
shall remain in effect.
21. ADDITIONAL ITEMS /SERVICES. Additional items and /or services may be added to
this contract upon satisfactory negotiation of price by the County and Consultant.
22. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted
by this Agreement to resolve disputes between the parties, the parties shall make a good
faith effort to resolve any such disputes by negotiation. The negotiation shall be attended
by representatives of Consultant with full decision - making authority and by County's
staff person who would make the presentation of any settlement reached during
negotiations to County for approval. Failing resolution, and prior to the commencement
of depositions in any litigation between the parties arising out of this Agreement, the
parties shall attempt to resolve the dispute through Mediation before an agreed -upon
Circuit Court Mediator certified by the State of Florida. The mediation shall be attended
by representatives of Consultant with full decision - making authority and by County's
staff person who would make the presentation of any settlement reached at mediation to
County's board for approval. Should either party fail to submit to mediation as required
hereunder, the other party may obtain a court order requiring mediation under section
44.102, Fla. Stat.
Any suit or action brought by either party to this Agreement against the other party
relating to or arising out of this Agreement must be brought in the appropriate federal
or state courts in Collier County, Florida, which courts have sole and exclusive
jurisdiction on all such matters.
23. KEY PERSONNEL/PROJECT STAFFING: The proposer's personnel and management to
be utilized for this project shall be knowledgeable in their areas of expertise. The County
reserves the right to perform investigations as may be deemed necessary to insure that
competent persons will be utilized in the performance of the contract. Selected firm shall
assign as many people as necessary to complete the services on a timely basis, and each
person assigned shall be available for an amount of time adequate to meet the
requirement of the engagement. Key personnel for this project shall be Edward P. de la
Parte, Jr., Vivian Arenas - Battles, Daniel J. McBreen, David M. Caldevilla. The Firm shall
use from time to time the following other attorneys: Kristin A. Yerkes and Michael R.
Bray. The Firm shall from time to time use paralegals: Linda Kaufmann -Foy and Susan
Levine. Firm shall not change Key Personnel unless the proposed replacements have
Page 7 of 10
Agenda Item No. 16C6
July 28, 2009
Page 12 of 14
substantially the same or better qualifications and/ or experience. Firm shall make
commercially reasonable efforts to notify Collier County within seven (7) days of the
change.
IN WITNESS WHEREOF, the Consultant and the County, have each, respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST:
Dwight E. Brock, Clerk of Courts
By:
Dated:
(SEAL)
AmV C. DulT"e _
'Type/ print Witp4ss nameT
Second Witness
a X
TType/ print witness naraeJ
Approved as to form and
legal sufficiency:
Assistant County Attorney
Print Name
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
LIM
Page 8 of 10
Donna Fiala, Chairman
de la Parte & Gilbert, P. A.
Consultant
�i
Ae �--, ?-,'4 4- -
Typed signature and title
Agenda Item No. 16C6
July 28, 2009
Page 13 of 14
Exhibit "A"
Scope of Work
Legal Services for Litigation Related to Orangetree Utilities vs. Collier County,
Case No. 07- 2333 -CA
Following is an estimated budget for the Collier County v. Orange Tree Utility Co. case
presently in litigation. Since the litigation related to this case is currently ongoing and discovery has
commenced, there are separate budgets for 3 possible scenarios: (1) the County obtains a summary
judgment in its favor following depositions; (2) a settlement is reached between the parties prior to trial;
(3) the County is unable to obtain summary judgment or settle the matter and the case goes to trial.
Scenario 1- Collier Obtains Summary Judgment In Its Favor
Under this scenario, the total estimated budget would be:
Description
Amount
Total Legal Fees
$290,000.00
Travel and Reimbursable Items
$50,000.00
TOTAL LIGITATION COSTS
$340,000.00
Scenario 2- Collier County and Orange Tree Utility Co. Reach Settlement (Pre- Trial)
Under this scenario, the total estimated budget would be:
Description
Amount
Total Legal Fees
$300,000.00
Travel and Reimbursable Items
$55,000.00
TOTAL LITIGATION COSTS
$355,000.00
Scenario 3 -Trial
Under this scenario, the total estimated budget assumes a 2 -3 day trial:
Description
Amount
Total Legal Fees
$450,000.00
Travel and Reimbursable Items
$100,000.00
TOTAL LITIGATION COSTS
$550,000.00
Note: The total estimated budget of $550,000 (Scenario 3) if the case proceeds to trial includes
approximately $192,952 in fees and costs to date.
Page 9 of 10
Fee Schedule
Agenda Item No. 16C6
July 28, 2009
Page 14 of 14
Professional Category Hourly Fee
Edward de la Parte, Jr. $225.00
Other Shareholders $190.00
Associate Attorneys $150.00
Law Clerks $100.00
Paralegals $ 90.00
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