Backup Documents 05/26/2009 Item #16B 2
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 16 8 2
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE "
Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board Otnce. The completed routing slip and original
documents are to be forwarded to the Board Office only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines # 1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exceotion of 1he Chairman's silmature, draw a line 1hrough routing lines # 1 through #4, complete the checklist, and forward to Sue Filson line # 5).
Route to Addressee(s) Office Initials Date
(lAst in routing order)
1.
2.
3.
4.
5. Ian Mitchell, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of1he original document pending BCC approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary con1act information is needed in the event one of1he addressees above, inchrJing Sue Filson, need to cmtact staff for additional or missing
information. All original documents needing 1he BCC Chairman's signature are to be delivered to the Bce office only after the BCC has acted to approve the
item.
Name of Primary Staff Michael Greene
Contact
Agenda Date Item was 05-26-09
A roved b the BCC
Type of Docwnent
Attached
Phone Number
Agenda Item Nwnber
Resolution & Agreements
Number of Original
Documents Attached
252-5849
16B 2
5
Yes
(Initial)
N/A (Not
A licable)
gJq - { (
1.
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/ A" in the Not Applicable column, whichever is
a ro riate.
Original docwnent has been signed/initialed for legal sufficiency. (All docwnents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc, signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chainnan and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chainnan's
si ature and initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours of BCC approval.
Some docwnents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware of our deadlines!
The document was approved by the BCC on 05-26-09 (enter date) and all changes
made during the meeting have been incorporated in the attached document. The
Coun Attorne's Office has reviewed the chan es, if a licable.
I: Forms/ County Forms/ Bec Forms/ Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
2.
3.
4.
5.
6.
1682 I
MEMORANDUM
Date:
March 29, 2009
To:
Michael Greene, Planning Manager
Planning Department
From:
Teresa Polaski, Deputy Clerk
Minutes & Records Department
Re:
Resolution 2009-129, Second Amendment and Agreements
for 1-75 @ Immokalee Overpass Interchange Improvements
Enclosed please find a copy of the Resolution and four (4) Original
Documents as referenced above, (Agenda Item #16B2) approved by the
Board of County Commissioners on Tuesday, May 26, 2009.
Please return a fully executed orieinal to the Minutes and Records
Department for the Board's Official Record.
If you should have any questions, please contact me at 252-8411.
Thank you.
Enclosures
1682
RESOLUTION 2009- 1 29
A RESOLUTION OF THE BOARD OF COUNTY COMMISIONERS OF COLLIER
COUNTY, FLORIDA MEMORIALIZING THE BOARD'S APPROVAL OF TWO
SEPARATE MEMORANDUMS OF AGREEMENT, A LOCALLY FUNDED
AGREEMENT, AND A SECOND AMENDMENT TO LOCALLY FUNDED LUMP SUM
AGREEMENT BETWEEN THE STATE OF FLORIDA, DEPARTMENT OF
TRANSPORTATION, AND COLLIER COUNTY PERTAINING TO THE DIVISION OF
RESPONSIBILITIES, EXPECT A TIONS, AND FUNDING OF THE PROPOSED
IMPROVEMENTS TO IMMOKALEE ROAD ASSOCIATED WITH THE 1-75 (SR 93)
DESIGN-BUILD PROJECT INCLUDING BUT NOT LIMITED TO UTILITY
RELOCATION, INSTALLATION OF INTELLIGENT TRAFFIC SYSTEM, AND
CAPACITY IMPROVEMENTS ON IMMOKALEE ROAD ALLOWING FOR AN
EIGHT LANE SECTION FROM STRAND BOULEVARD EAST THROUGH THE
INTERCHANGE AT T ARPON BAY BOULEV ARD.
WHEREAS, at the May 26, 2009, meeting of the Board of County Commissioners the
Board approved the following: (1) a Memorandum of Agreement between the State of Florida
Department of Transportation ("FDOT") and Collier County to establish an interest bearing
escrow account to deposit advance funds in the amount of $352,746.00 for the cost to relocate
utilities pertaining to the proposed improvements to Immokalee Road associated with the 1-75
(SR 93) design-build finance project (the "Road Project") from Golden Gate Parkway to South
of Colonial Boulevard under FM # 420655-1-56-04, (2) a Memorandum of Agreement between
FDOT and Collier County to establish an interest bearing escrow account to deposit advance
funds in the amount of $117,254.00 for the cost to install an Intelligent Traffic System in
connection with the Road Project (FM # 420655-1-52-06), (3) a Locally Funded Agreement
between FDOT and Collier County pertaining to utility relocation on the Road Project (FM
#420655-1-56-04), and (4) a Second Amendment to Locally Funded Lump Sum Agreement
between FDOT and Collier County For 1-75 at Immokalee Overpass Interchange Improvement
pertaining to the installation of lines and facilities for an Intelligent Traffic System (FM #
420655-1-52-01 / FM # 420655-1-52-06) (collectively, the "Agreements"), and authorized the
Board of County Commissioners, through its Chairman, to enter into those Agreements with the
Florida Department of Transportation; and
WHEREAS, the Florida Department of Transportation requires the Board provide a
resolution memorializing and confirming the Board's aforementioned affirmative vote to
approve those Agreements and authorize its Chairman to execute those Agreements;
1682
NOW, THEREFORE, BE IT RESOL VED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
On May 26, 2009, the Board of County Commissioners approved by majority vote the
aforementioned Agreements relating to the Road Project and authorized its chairman, Donna
Fiala, to enter into those Agreements with FDOT.
A certified copy of this Resolution will be forwarded by the Collier County Clerk to
FDOT along with the executed Agreements.
This Resolution is hereby adopted after motion, second, and majority vote this 26th day of
May 2009.
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BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
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ByX ~~, -
D A FIALA, ~~
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R. Teach,
Deputy County Attorney
2
1682
FM # 42065515201
SECOND AMENDMENT TO
LOCALLY FUNDED LUMP SUM AGREEMENT
BETWEEN THE STATE OF FLORIDA DEPARTMENT OF TRANSPORT A TION
AND COLLIER COUNTY
FOR 1-75 @ IMMOKALEE OVERPASS INTERCHANGE IMPROVMENT
When signed by COLLIER COUNTY and the State of Florida Department of Transportation in
the places provided below, the following shall constitute the Second Amendment: to the
LOCALL Y FUNDED LUMP SUM AGREEMENT BETWEEN THE STATE OF FLORIDA
DEPARTMENT OF TRANSPORTATION AND COLLIER COUNTY FOR 1-75 @
IMMOKALEE OVERPASS fNTERCHANGE IMPROVEMENT for FM # 420655 ] 52 0]
(hereinafter, "AGREEMENT") dated March 20, 2007, as amended by a First Amendment dated
March 20, 2007, as in force immediately prior to the execution of this Second Amendment.
A. All expressions used herein, unless herein separately defined, shall have the same meaning
herein as in the Agreement.
B. Except as expressly or by necessary implication modified hereby, all provisions of the
Agreement shall remain in full force and effect in accordance with their terms but in the
event of any inconsistency(ies) between the provisions of the AGREEMENT and the
provisions hereof, the latter shall prevail.
C. The following WHEREAS clause 3 is added after WHEAREAS clause 2.d. in the
AGREEMENT as amended by the First Amendment:
3. WHEREAS, the DEPARTMENT has agreed to add to the PROJECT the installation of
lines and facilities for an Intelligent Traffic System (ITS), and the COUNTY has agreed
to provide a lump sum for the ITS installation; and
D. The following is added as clause l.h. to the original AGREEMENT, as amended by the first
agreement:
h. The COUNTY, upon execution of the Second Amendment, shall provide a non-
refundable lump sum payment to the DEPARTMENT in the amount of ONE
HUNDRED AND SEVENTEEN THOUSAND TWO HUNDRED AND
FIFTY-FOUR DOLLARS ($117, 254.00) under FM# 420655-1-52-06 as full
payment for the cost of the ITS installation.
Rest of this page intentionally left blank.
ACKNOWLEDGED AND AGREED TO:
1682
FM # 420655 1 52 01
2ND AMENDMENT TO LFA W/COLLlER COUNTY
PAGE20F2
COLLIERCOUNTY, FLORIDA
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TITLE: Donna Fiala, Chairman, Collier
County Board of Commissioners
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PRINT NAME: Donna Fiala
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DA E
COLLIER COUNTY ATTORNEY LEGAL
REVIEW: /J )
BY: ~:;; ~l., :).f)~1
DATE
ATTEST
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION
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EXECUTIVE SECRETARY
(SEAL)
PRINT NAME
DATE
BY:
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DISTRICT SECRETARY OR DESIGNEE
DISTRICT ONE
PRINT NAME
DATE
FLA. DEPT. OF TRANS. LEGAL REVIEW:
BY:
DATE
16.82
FM# 420655-1-56-04
LOCALLY FUNDED AGREEMENT
BETWEEN THE
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION
AND
COLLIER COUNTY
FOR 1-75 @ IMMOKALEE OVERPASS INTERCHANGE IMPROVMENT
This is an Agreement ("Agreement") between the STATE OF FLORIDA DEPARTMENT
OF TRANSPORTATION (hereinafter, the "DEPARTMENT") and COLLIER COUNTY
(hereinafter, the "COUNTY"), for the COUNTY to provide funds to the DEP ARMENT for
Immokalee Road utility relocations.
WITNESSETH
I. WHEREAS, the COUNTY desires to have the DEP AR TMENT include Immokalee Road utility
relocations (hereinafter, the "PROJECT"); and
2. WHEREAS, the PROJECT is presently in the DEPARTMENT'S Five Year Work Program
scheduled for fiscal year 2008/2009; and
3. WHEREAS, the DEPARTMENT is willing to include Immokalee Road utility relocations of
FP&L, Embarq, Comcast, Qwest, At&T in connection with the DEPARTMENT'S project
identified as FM # 420655-1-56-04 (the "FDOT PROJECT"). The COUNTY is willing to
provide the required funds for the PROJECT in accordance with Fla. Stat. ~339.12(3); and
4. WHEREAS, the COUNTY, by Resolution dated the 26th day of May, 2009, a copy of which is
attached hereto and made a part hereof, has authorized the Chairman of its Board of
Commissioners or designee to enter into this Agreement.
NOW THEREFORE, in consideration of the mutual benefits to be derived from joint
participation in this Agreement, the parties agree as follows:
I. The COUNTY agrees that it will, upon execution of this Agreement, furnish the Department an
advance deposit in the amount of THREE HUNDRED FIFTY TWO THOUSAND SEVEN
HUNDRED FORTY-SIX DOLLARS ($352,746.00) for full payment of the estimated
PROJECT cost for Locally Funded project #426055-1-56-04. The advanced deposit shall be the
total estimated PROJECT cost plus allowances.
2. The COUNTY shall deposit the above amount in an interest bearing account with the Department
of Financial Services, Division of Treasury, in the name of the Florida Department of
Transportation and in accordance with the terms and conditions of the Memorandum of
Agreement executed by the DEPARTMENT, the COUNTY and the Department of Financial
Services, which is incorporated by reference into this Agreement. All deposits shall be made
payable to the Department of Financial Services, Revenue Processing and mailed to the Florida
Department of Transportation:
I'B2
FM# 420655-1-56-04
COLLIER COUNTY
Page 20(5
2. All deposits shall be made to the Florida Department of Transportation and mailed as follows:
Florida Department of Transportation
Office of the Comptroller
A TTN: LF A Section
605 Suwannee Street
Mail Station 42B
Tallahassee, FL 32399
A copy shall be sent to:
Karen Miracola, District One
District One LF A /JP A Coordinator
Florida Department of Transportation
P.O. Box 1030
Fort Myers, Florida 33902-1030
3. Failure of the COUNTY to deposit said amount within the time frame specified above shall be
grounds for termination of this Agreement.
4. If the accepted bid amount plus allowance is in excess of the advance deposit amount, the
COUNTY will provide an additional deposit within 14 (fourteen) calendar days of notification
from the DEPARTMENT or prior to posting of the accepted bid, whichever is earlier, so that the
total deposit is equal to the bid amount plus allowances. The DEPARTMENT will notify the
COUNTY as soon as it becomes apparent the accepted bid amount plus allowances is in excess
of the advance deposit amount; however, failure of the DEPARTMENT to so notify the
COUNTY shall not relieve the COUNTY from its obligation to pay for its full participation on
final accounting as provided herein below. If the COUNTY cannot provide the additional
deposit within 14 (fourteen) days, a letter must be submitted to and approved by the
DEPARTMENT's PROJECT manager indicating when the deposit will be made. The COUNTY
understands the request and approval of the additional time could delay the PROJECT, and
additional costs may be incurred due to a delay of the PROJECT.
5. If the accepted bid amount plus allowances is less than the advance deposit amount, the
DEPARTMENT will refund the amount that the advance deposit exceeds the bid amount plus
allowances if such refund is requested by the COUNTY in writing.
6. Should PROJECT modifications or changes to bid items occur that increase the COUNTY's
share of total PROJECT costs, the COUNTY will be notified by the DEPARTMENT
accordingly. The COUNTY agrees to provide, without delay, in advance of the additional work
being performed, adequate funds to ensure that cash on deposit with the DEPARTMENT is
sufficient to fully fund its share of the PROJECT. The DEPARTMENT shall notify the
COUNTY as soon as it becomes apparent the actual costs will overrun the award amount;
however, failure of the DEPARTMENT to so notify the COUNTY shall not relieve the
COUNTY from its obligation to pay for its full participation during the PROJECT and on final
accounting as provided herein below. Funds due from the COUNTY during the PROJECT not
paid within 40 (forty) calendar days from the date of the invoice are subject to an interest charge
at a rate established pursuant to Fla. Stat. ~55.03.
1682
FM# 420655-1-56-04
COLLIER COUNTY
Page 3 of 5
7. The DEPARTMENT intends to have its final and complete accounting of all costs incurred in
connection with the work performed hereunder within three hundred and sixty days (360) of fmal
payment to the Contractor. The DEPARTMENT considers the PROJECT complete when the
final payment has been made to the Contractor, not when the construction work is complete.
8. All PROJECT cost records and accounts shall be subject to audit by a representative of the
COUNTY/COUNTY for a period of three (3) years after final closeout ofthe PROJECT. The
COUNTY will be notified of the final cost. Both parties agree that in the event the fmal
accounting oftotal PROJECT costs pursuant to the terms of this agreement is less than the total
deposits to date, a refund of the excess will be made by the DEPARTMENT to the COUNTY. If
the final accounting is not performed within three hundred and sixty (360) days, the COUNTY is
not relieved from its obligation to pay.
9. In the event the final accounting of total PROJECT costs is greater than the total deposits to date,
the COUNTY will pay the additional amount within forty (40) calendar days from the date of the
invoice from the DEPARTMENT. The COUNTY agrees to pay interest at a rate as established
pursuant to Fla. Stat. ~55.03, on any invoice not paid within forty (40) calendar days until the
invoice is paid.
10. The DEPARTMENT agrees to provide PROJECT schedule progress reports to the COUNTY in
the standard format used by the DEPARTMENT and at intervals established by the
DEPARTMENT. The COUNTY will be entitled at all times to be advised, at its request, as to
the status of work being done by the DEPARTMENT and of the details thereof. Either party to
the Agreement may request and be granted a conference.
11. All tracings, plans, specifications, maps and/or reports prepared or obtained under this
Agreement shall be considered works made for hire and shall become the property of the
DEPARTMENT without restriction or limitation on their use.
12. The DEPARTMENT shall not be obligated or liable hereunder to any party other than the
COUNTY.
13. In no event shall the making by the DEPARTMENT of any payment to the COUNTY constitute
or be construed as a waiver by the DEPARTMENT of any breach of covenant or any default
which may then exist, on the part of the COUNTY, and the making of such payment by the
DEPARTMENT while any such breach or default shall exist shall in no way impair or prejudice
any right or remedy available to the DEPARTMENT with respect to such breach or default.
14. Unless otherwise specifically stated herein, this Agreement shall be governed by and construed in
accordance with the laws of the State of Florida.
15. If any part of this Agreement shall be determined to be invalid or unenforceable by a court of
competent jurisdiction or by any other legally constituted body having the jurisdiction to make
such determination, the remainder of this Agreement shall remain in full force and effect
provided that the part of this Agreement thus invalidated or declared unenforceable is not
material to the intended operation of this Agreement.
1682
FM# 420655-1-56-04
COLLIER COUNTY
Page 4 of5
16. The parties recognize and accept the funding restrictions set forth in Fla. Stat. ~339.135(6)(a),
which may affect each of the parties' obligations:
The Department during any fiscal year shall not expend money, incur any liability, or enter
into any contract which, by its terms, involves the expenditure of money in excess of the
amounts budgeted as available for expenditure during such fiscal year. Any contract, verbal
or written, made in violation of this subsection is null and void, and no money may be paid
on such contract. The Department shall require a statement from the Comptroller of the
Department that funds are available prior to entering into any such contract or other binding
commitment of funds. Nothing herein contained shall prevent the making of contracts for
periods exceeding one (1) year, but any contract so made shall be executory only for the
value of the services to be rendered or agreed to be paid for in succeeding fiscal years.
Section 339. 135(6)(a), Florida Statutes.
Accordingly, the State of Florida's performance and obligation to pay under this Contract is
contingent upon an annual appropriation by the Legislature.
17. When either party receives a notice of claim for damages that may have been caused by the other
party in the performance of services required under this Agreement, that party will immediately
forward the claim to the other party. Each party will evaluate the claim and report its findings to
each other within fourteen (14) working days and will jointly discuss options in defending the
claim.
18. This document incorporates and includes all prior negotiations, correspondence, conversations,
agreements, or understandings applicable to the matters contained herein, and the parties agree
that there are no commitments, agreements or understandings concerning the subject matter of
this Agreement that are not contained in this document. Accordingly, it is agreed that no
deviation from the terms hereof shall be predicated upon any prior representations or agreements
whether oral or written. It is further agreed that no modification, amendment or alteration in the
terms or conditions contained herein shall be effective unless contained in a written document
executed by both parties.
19. This Agreement shall continue in effect and be binding on the parties until the PROJECT is
completed, final costs are known and legislatively appropriated reimbursements, if approved, are
made by the DEPARTMENT.
20. All notices under this Agreement shall be directed to the following:
TO DEPARTMENT: TO COUNTY:
Bill Jones, Project Manager Michael Greene, Planning Manager
Florida Department of Transportation Collier County Transportation Services
P.O. Box 1249 2885 Horseshoe Drive South
Bartow, FL 33831-1249 Naples, FL 34104
1682
FM# 420655-1-56-04
COLLIER COUNTY
Page 5 of5
IN WITNESS WHEREOF, COLLIER COUNTY has caused this Agreement to be executed in its
behalf, by its Chairman, as authorized by Resolution Number , and the
FLORIDA DEPARTMENT OF TRANSPORTATION has caused this Agreementto be executed in
its behalf through its District Secretary or authorized designee:
COLLIER COUNTY, FLORIDA
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(Seal) Donna Fiala, Chairman
CHAIRMAN OR DESIGNEE
,
Date
Print Name: Donna Fiala,
5' \ ')o,lP<"\
I D
By:
Date
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION
ATTEST
By:
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DISTRICT SECRETARY OR DESIGNEE::::::':::::::::::::
DISTRICT ONE ::~~;~:~::;~:::
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.:~t~.:::.::::::::::
EXECUTrvESECRETARY
(Seal)
Print Name
Date
Print Name
Fla. Dept. of Trans. Legal Review:
By:
Date
1682
MEMORANDUM OF AGREEMENT
THIS AGREEMENT, made and entered into this ~: day of 'm~ 2009, by and
between the State of Florida, Department of Transportation, hereinafter referr to as "FOOT"
and the State of Florida, Department of Financial Services, Division of Treasury, hereinafter
referred to as "Treasury" and the Collier County Board of County Commissioners, Collier
County, Florida, hereinafter referred to as the "Participant."
WITNESSETH
WHEREAS, "FDOT" is currently constructing the following project:
Main Financial Project No.: 420655-1-52-06 Intelligent Traffic System (ITS) installation
County: Collier
hereinafter referred to as the "Project".
WHEREAS, FDOT and the Participant entered into a Locally Funded Agreement and
First Amendment dated March 20, 2007 (FM #420655-1-52-1), as amended by the Second
Amendment to Locally Funded Agreement dated May 26, 2009, wherein FDOT agreed to
perform certain work on behalf of the Participant in conjunction with the Project.
WHEREAS, the parties to this AGREEMENT mutually agreed that it would be in the
best interest of the FDOT and the Participant to establish an interest bearing escrow account to
provide funds for the work performed on the Project on behalf of the Participant by the FDOT.
NOW THEREFORE, in consideration of the premises and the covenants contained
herein, the parties agree to the following:
1. An advance deposit in the amount of ONE HUNDRED AND SEVENTEEN
THOUSAND TWO HUNDRED AND FIFTY -FOUR DOLLARS ($117,254.00) will be made
by the Participant into an interest bearing escrow account established by the Department for the
purposes of the project. Said escrow account will be opened with the Department of Financial
Services, Division of Treasury, Bureau of Collateral Management on behalf of the FDOT upon
receipt ofthis Memorandum of Agreement. Such account will be an asset ofFDOT.
2. Other deposits will be made only by the Participant as necessary to cover the cost
of additional work prior to the execution of any Supplemental Agreements or Amendments.
3. All deposits shall be made payable to the Department of Financial Services,
Revenue Processing and mailed to the FOOT OOC-GAO for appropriate processing at the
following address:
Florida Department of Transportation
OOC-GAO, LF A Section
605 Suwannee Street, MS 42B
Tallahassee, Florida 32399
16B2
350-020-300-i
Page 2 of 2
4. The FDOT's Comptroller or designee shall be the sole signatories on the escrow
account with the Department of Financial Services and shall have sole authority to authorize
withdrawals from said account.
5. Unless instructed othetwise by the parties hereto, all interest accumulated in the
escrow account shall remain in the account for the purposes of the project as defined in the LF A.
6. The Department of Financial Services agrees to provide written confirmation of
receipt of funds to the FDOT.
7.
the FDOT.
The Department of Financial Services further agrees to provide periodic reports '~G:.:.:.:.:.:.:.:.
. . . . .. . .. .. . .
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STATE OF FLORIDA
DEPARTMENT OF TRANSPORTATION
COMPTROLLER
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STATE OF FLORIDA
DEPARTMENT OF FINANCIAL
SER CES, DIVISION OF TREASURY
~~d~
Donna Fiala, Chairman
PARTICIPANT SIGNA TORE
PARTICIPANT NAME & TITLE:
Donna Fiala, Chairman,
Collier County Board of Commissioners
PARTICIPANT ADDRESS:
Collier County Government Center
3301 Tarniami Trail, East
Naples, Florida 34112
FEDERAL EMPLOYER LD. NUMBER
1682
MEMORANDUM OF AGREEMENT
THIS AGREEMENT, made and entered into this ~ day of~, 2009, by and
between the State of Florida, Department of Transportation, hereinafter referrei to as "FDOT"
and the State of Florida, Department of Financial Services, Division of Treasury, hereinafter
referred to as "Treasury" and the Collier County Board of County Commissioners, Collier
County, Florida, hereinafter referred to as the "Participant."
WITNESSETH
WHEREAS, "FDOT" is currently constructing the following project:
Main Financial Project No.: 420655-1-56-04 Utility relocations
County: Collier
hereinafter referred to as the "Project".
WHEREAS, FDOT and the Participant entered into a Locally Funded Agreement dated
\l\o.... :1~ Jtxf\. wherein FDOT agreed to perform certain work on behalf of the Participant in
conj~ction with the Project.
WHEREAS, the parties to this AGREEMENT mutually agreed that it would be in the
best interest of the FDOT and the Participant to establish an interest bearing escrow account to
provide funds for the work performed on the Project on behalf of the Participant by the FDOT.
NOW THEREFORE, in consideration of the premises and the covenants contained
herein, the parties agree to the following:
1. An advance deposit in the amount of THREE HUNDRED FIFTY TWO .
THOUSAND SEVEN HUNDRED FORTY-SIX DOLLARS ($352,746.00) will be made by
the Participant into an interest bearing escrow account established by the Department for the
purposes of the project. Said escrow account will be opened with the Department of Financial
Services, Division of Treasury, Bureau of Collateral Management on behalf of the FDOT upon
receipt of this Memorandum of Agreement. Such account will be an asset ofFDOT.
2. Other deposits will be made only by the Participant as necessary to cover the cost
of additional work prior to the execution of any Supplemental Agreements or Amendments.
3. All deposits shall be made payable to the Department of Financial Services,
Revenue Processing and mailed to the FDOT OOC-GAO for appropriate processing at the
following address:
Florida Department of Transportation
OOC-GAO, LF A Section
605 Suwannee Street, MS 42B
Tallahassee, Florida 32399
1682
350-020-300-i
Page 2 of 2
4. The FDOT's Comptroller or designee shall be the sole signatories on the escrow
account with the Department of Financial Services and shall have sole authority to authorize
withdrawals from said account.
5. Unless instructed otherwise by the parties hereto, all interest accumulated in the
escrow account shall remain in the account for the purposes of the project as defmed in the LF A.
6. The Department of Financial Services agrees to provide written confirmation of
receipt of funds to the FDOT.
The Department of Financial Services further agrees to provide periodic reports .(e: . . . . . . . . . . . . . '
::~?Y!:
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;;;;;;::;;;;;;;;;;~
7.
the FDOT.
STATE OF FLORIDA
DEPARTMENT OF TRANSPORTATION
COMPTROLLER
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STATE OF FLORIDA
DEPARTMENT OF FINANCIAL
~ICES' DIVISIO~ OF TREASURY
f
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D nna Fiala, Chairman
PARTICIPANT SIGNATURE
PARTICIPANT NAME & TITLE:
Donna Fiala, Chairman,
Collier County Board of Commissioners
PARTICIPANT ADDRESS:
Collier County Government Center
3301 Tamiami Trail, East
Naples, Florida 34112
FEDERAL EMPLOYER I.D. NUMBER
~ \-."
1682
...;
MEMORANDUM
".
Date:
March 29, 2009
To: Michael Greene, Planning Manager
\ Planning Department
,
\
From: ~. Teresa Polaski, Deputy Clerk
Minutes & Records Department
Re:
Please return a f
Department for
If you should have any questions, please contact me at 252-8411.
Thank you.
Enclosures
16iDl~
FM # 42065515201
SECOND AMENDMENT TO
LOCALLY FUNDED LUMP SUM AGREEMENT
BETWEEN THE STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION
AND COLLIER COUNTY
FOR 1-75 @ IMMOKALEE OVERPASS INTERCHANGE IMPROVMENT
When signed by COLLIER COUNTY and the State of Florida Department of Transportation in
the places provided below, the following shall constitute the Second Amendment: to the
LOCALL Y FUNDED LUMP SUM AGREEMENT BETWEEN THE STATE OF FLORIDA
DEPARTMENT OF TRANSPORTATION AND COLLIER COUNTY FOR 1-75 @
IMMOKALEE OVERPASS INTERCHANGE IMPROVEMENT for FM # 420655 1 52 01
(hereinafter, "AGREEMENT") dated March 20, 2007, as amended by a First Amendment dated
March 20, 2007, as in force immediately prior to the execution of this Second Amendment.
A. All expressions used herein, unless herein separately defined, shall have the same meaning
herein as in the Agreement.
S. Except as expressly or by necessary implication modified hereby, all provisions of the
Agreement shall remain in full force and effect in accordance with their terms but in the
event of any inconsistency(ies) between the provisions of the AGREEMENT and the
provisions hereof, the latter shall prevail.
C. The following WHEREAS clause 3 is added after WHEAREAS clause 2.d. in the
AGREEMENT as amended by the First Amendment:
3. WHEREAS, the DEPARTMENT has agreed to add to the PROJECT the installation of
lines and facilities for an Intelligent Traffic System (ITS), and the COUNTY has agreed
to provide a lump sum for the ITS installation; and
D. The following is added as clause l.h. to the original AGREEMENT, as amended by the first
agreement:
h. The COUNTY, upon execution of the Second Amendment, shall provide a non-
refundable lump sum payment to the DEPARTMENT in the amount of ONE
HUNDRED AND SEVENTEEN THOUSAND TWO HUNDRED AND
FIFTY-FOUR DOLLARS ($117, 254.00) under FM# 420655-1-52-06 as full
payment for the cost of the ITS installation.
Rest of this page intentionally left blank.
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1682
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DATI
FL<\ DEP'L OFI HANS. LEGAl REV1EW
BY:
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MEM[ORANDUM OF' AGREEMENT
1682
THIS AGREEMENT.. made and entered into this 1'1n:!, day of _J~ 2009, by and
between the State of Florida, Depaliment of Transportation, hereinafter referred to as "FOOT"
and the State of Florida, Department of Financial Services, Division of Treasury, hereinafter.
referred to as "Treasury" and the Collier County Board of County Commissioners, Collier
County, Florida, hereinafter referred to as the "Participant."
WITNESSETH
WHEREAS, "FDOT" is currently constructing the following project:
Main Financial Project No.: 420655-1-56-04 Utility relocations
County: Collier
hereinafter referred to as the "Project".
. ~HEREAS, FOOT and the Participant entered into a l,ocally Funded Agreemen.t dated
~ l ~ / 0 2' _, wherein FDOT agreed to perform certain work on behalf of the Participant in
conjunction with the Project.
WHEREAS, the parties to this AGREEMENT mutually agreed that it would be in the
best interest of the FDOT and the Participant to establish an interest bearing escrow account to
provide funds for the vvork perfon:ned on the Project on behalf of the Participant by the FDOT.
NOW THEHEFOl~-E, in consideration of the premises and the covenants contained
herein, the parties agree to the following:
1. An advance deposit in the amount of THREE HUNDRED FIFTY T\VO
THOUSAND SEVEN HUNDRED FORTY-SIX DOLLARS ($352,746.00) will be made by
the Participant into an interest bearing escrow account established by the Department for the
purposes of the project. Said escrow account will be opened with the Department of Financial
Services, Division of Treasury, Bureau of Collateral Management on behalf of the FDOT upon
receipt of this Memorandum of Agreement. Such account will be an asset ofFDOT.
2. Other deposits will be made only by the Participant as necessary to cover the cost
of additional work prior to the execution of any Supplemental Agreements or Amendments.
3. All deposits shall
Revenue Processing and mailed
following address:
be made payable to the Department of Financialc_Serv~;~s,
to the FDOT OOC-GAO for appropriate processfjig at -(ctve
n
Florida Department of Transportation
OOC-GAO, LFA Section
605 Suwannee Street, MS 42B
Tallahassee, Florida 32399
1682
j, EjO,"O;Z O..;:(OO,.j
2 of 2.
4k The JFID{)rf's O:mlptroHer or designee shaH be the sole ~~ign.atories on the escrow
aCCOulilt \\iiiith the Departrnent of Fhwl1daJ Services ~mdl shaH have sole authority to authorize
vqlithdrawals frorim s,aid aecounL
5. Unless instructed. otherwise by tl1e parties hereto, all interest acclIDmlated in the
escrow account shaH remain in tIle account for the purpJoses ofthe project as defined in the LF A
6. The DepartmelJt of Financial Services agrees to provide written confirmation of
receipt of funds. ~o the FDOT.
7.
thyY~OT.
. ,
The Depa,rhnent of Financial, Services further agrees to provide periodic reports to
~, ~~rrC~~
STA .EO, FLORIDA ~
DEl?' ARTMENT OF TRANSPORTATION
CnMPTROLLER
----'
T wLli
STATEO~RIDA
DEPARTMENT OF FINANCIAL
SERVICES, DIVISION OF TREASURY
Dvvfghl E.Broc:k9 Clierk
~ ' l \
Dorma J? iala, Chainnan
PARTICIPANT SIGNATURE
t"ARTICIPANT NAMfL&JJIl,E:
DOlma Fiala, Chaimlan,
Comer County Board of Cornrrilissioners
Approvt:d W3 to forln ~IIld R~;g81li ::mfficReliK:Y:'
I''ARTICIP ANT ADDRESS:
Comer County Govermnent Center
3301 'Tamiami Trail, East
Naples, Fliorida 34112
County Attorney
fEDERAL EMPLOYER LD. NUMBER
1682
FM# 420655-1-56-04
LOCALLY FUNDED AGREEMENT
BETWEEN THE
STATE OF FLORIDA DEPARTMENT OF TRANSPORT A TION
AND
COLLIER COUNTY
FOR 1-75 @ IMMOKALEE OVERPASS INTERCHANGE IMPROVMENT
This is an Agreement ("Agreement") between the STATE OF FLORIDA DEPARTMENT
OF TRANSPORTATION (hereinafter, the "DEPARTMENT') and COLLIER COUNTY
(hereinafter, the "COUNTY"), for the COUNTY to provide funds to the DEPARMENT for
Immokalee Road utility relocations.
WITNESSETH
1. WHEREAS, the COUNTY desires to have the DEPARTMENT include Immokalee Road utility
relocations (hereinafter, the "PROJECT"); and
2. WHEREAS, the PROJECT is presently in the DEPARTMENT'S Five Year Work Program
scheduled for fiscal year 2008/2009; and
3. WHEREAS, the DEPARTMENT is willing to include Immokalee Road utility relocations of
FP&L, Embarq, Comcast, Qwest, At&T in connection with the DEPARTMENT'S project
identified as FM # 420655-1-56-04 (the "FDOT PROJECT"). The COUNTY is willing to
provide the required funds for the PROJECT in accordance with Fla. Stat. ~339.12(3); and
4. WHEREAS, the COUNTY, by Resolution dated the 26th day of May, 2009, a copy of which is
attached hereto and made a part hereof, has authorized the Chairman of its Board of
Commissioners or designee to enter into this Agreement.
NOW THEREFORE, in consideration of the mutual benefits to be derived from joint
participation in this Agreement, the parties agree as follows:
1. The COUNTY agrees that it will, upon execution of this Agreement, furnish the Department an
advance deposit in the amount of THREE HUNDRED FIFTY TWO THOUSAND SEVEN
HUNDRED FORTY-SIX DOLLARS ($352,746.00) for full payment of the estimated
PROJECT cost for Locally Funded project #426055-1-56-04. The advanced deposit shall be the
total estimated PROJECT cost plus allowances.
2. The COUNTY shall deposit the above amount in an interest bearing account with the Department
of Financial Services, Division of Treasury, in the name of the Florida Department of
Transportation and in accordance with the terms and conditions of the Memorandum of
Agreement executed by the DEPARTMENT, the COUNTY and the Department of Financial
Services, which is incorporated by reference into this Agreement. All deposits shall be made
payable to the Department of Financial Services, Revenue Processing and mailed to the Florida
Department of Transportation:
--
l~fJJ~
FM# 420655-1-56-04
COLLIER COUNTY
Page 2 of5
2. All deposits shall be made to the Florida Department of Transportation and mailed as follows:
Florida Department of Transportation
Office of the Comptroller
A TTN: LF A Section
605 Suwannee Street
Mail Station 42B
Tallahassee, FL 32399
A copy shall be sent to:
Karen Miracola, District One
District One LF A /JP A Coordinator
Florida Department of Transportation
P.O. Box 1030
Fort Myers, Florida 33902-1030
3. Failure ofthe COUNTY to deposit said amount within the time frame specified above shall be
grounds for termination of this Agreement.
4. If the accepted bid amount plus allowance is in excess of the advance deposit amount, the
COUNTY will provide an additional deposit within 14 (fourteen) calendar days of notification
from the DEPARTMENT or prior to posting of the accepted bid, whichever is earlier, so that the
total deposit is equal to the bid amount plus allowances. The DEPARTMENT will notify the
COUNTY as soon as it becomes apparent the accepted bid amount plus allowances is in excess
of the advance deposit amount; however, failure of the DEPARTMENT to so notify the
COUNTY shall not relieve the COUNTY from its obligation to pay for its full participation on
final accounting as provided herein below. If the COUNTY cannot provide the additional
deposit within 14 (fourteen) days, a letter must be submitted to and approved by the
DEPARTMENT's PROJECT manager indicating when the deposit will be made. The COUNTY
understands the request and approval of the additional time could delay the PROJECT, and
additional costs may be incurred due to a delay of the PROJECT.
5. If the accepted bid amount plus allowances is less than the advance deposit amount, the
DEPARTMENT will refund the amount that the advance deposit exceeds the bid amount plus
allowances if such refund is requested by the COUNTY in writing.
6. Should PROJECT modifications or changes to bid items occur that increase the COUNTY's
share of total PROJECT costs, the COUNTY will be notified by the DEPARTMENT
accordingly. The COUNTY agrees to provide, without delay, in advance of the additional work
being performed, adequate funds to ensure that cash on deposit with the DEPARTMENT is
sufficient to fully fund its share of the PROJECT. The DEPARTMENT shall notify the
COUNTY as soon as it becomes apparent the actual costs will overrun the award amount;
however, failure of the DEPARTMENT to so notify the COUNTY shall not relieve the
COUNTY from its obligation to pay for its full participation during the PROJECT and on final
accounting as provided herein below. Funds due from the COUNTY during the PROJECT not
paid within 40 (forty) calendar days from the date of the invoice are subject to an interest charge
at a rate established pursuant to Fla. Stat. ~55.03.
FM# 4206SS-ls94 B 2
COLLIER COUNTY
Page 3 of S
7. The DEPARTMENT intends to have its final and complete accounting of all costs incurred in
connection with the work performed hereunder within three hundred and sixty days (360) of final
payment to the Contractor. The DEPARTMENT considers the PROJECT complete when the
final payment has been made to the Contractor, not when the construction work is complete.
8. All PROJECT cost records and accounts shall be subject to audit by a representative of the
COUNTY/COUNTY for a period of three (3) years after final closeout of the PROJECT. The
COUNTY will be notified of the final cost. Both parties agree that in the event the final
accounting of total PROJECT costs pursuant to the terms of this agreement is less than the total
deposits to date, a refund ofthe excess will be made by the DEPARTMENT to the COUNTY. If
the final accounting is not performed within three hundred and sixty (360) days, the COUNTY is
not relieved from its obligation to pay.
9. In the event the final accounting of total PROJECT costs is greater than the total deposits to date,
the COUNTY will pay the additional amount within forty (40) calendar days from the date of the
invoice from the DEPARTMENT. The COUNTY agrees to pay interest at a rate as established
pursuant to Fla. Stat. ~55.03, on any invoice not paid within forty (40) calendar days until the
invoice is paid.
10. The DEP AR TMENT agrees to provide PROJECT schedule progress reports to the COUNTY in
the standard format used by the DEPARTMENT and at intervals established by the
DEPARTMENT. The COUNTY will be entitled at all times to be advised, at its request, as to
the status of work being done by the DEPARTMENT and of the details thereof. Either party to
the Agreement may request and be granted a conference.
11. All tracings, plans, specifications, maps and/or reports prepared or obtained under this
Agreement shall be considered works made for hire and shall become the property of the
DEPARTMENT without restriction or limitation on their use.
12. The DEPARTMENT shall not be obligated or liable hereunder to any party other than the
COUNTY.
13. In no event shall the making by the DEPARTMENT of any payment to the COUNTY constitute
or be construed as a waiver by the DEP AR TMENT of any breach of covenant or any default
which may then exist, on the part of the COUNTY, and the making of such payment by the
DEPARTMENT while any such breach or default shall exist shall in no way impair or prejudice
any right or remedy available to the DEPARTMENT with respect to such breach or default.
14. Unless otherwise specifically stated here~ this Agreement shall be governed by and construed in
accordance with the laws of the State of Florida.
15. If any part of this Agreement shall be determined to be invalid or unenforceable by a court of
competent jurisdiction or by any other legally constituted body having the jurisdiction to make
such determination, the remainder of this Agreement shall remain in full force and effect
provided that the part of this Agreement thus invalidated or declared unenforceable is not
material to the intended operation of this Agreement.
16B2
FM# 420655-1-56-04
COLLIER COUNTY
Page 4 of5
16. The parties recognize and accept the funding restrictions set forth in Fla. Stat. ~339.135(6)(a),
which may affect each of the parties' obligations:
The Department during any fiscal year shall not expend money, incur any liability, or enter
into any contract which, by its terms, involves the expenditure of money in excess of the
amounts budgeted as available for expenditure during such fiscal year. Any contract, verbal
or written, made in violation of this subsection is null and void, and no money may be paid
on such contract. The Department shall require a statement from the Comptroller of the
Department that funds are available prior to entering into any such contract or other binding
commitment of funds. Nothing herein contained shall prevent the making of contracts for
periods exceeding one (1) year, but any contract so made shall be executory only for the
value of the services to be rendered or agreed to be paid for in succeeding fiscal years.
Section 339.13 5(6)( a), Florida Statutes.
Accordingly, the State of Florida's performance and obligation to pay under this Contract is
contingent upon an annual appropriation by the Legislature.
17. When either party receives a notice of claim for damages that may have been caused by the other
party in the performance of services required under this Agreement, that party will immediately
forward the claim to the other party. Each party will evaluate the claim and report its findings to
each other within fourteen (14) working days and will jointly discuss options in defending the
claim.
18. This document incorporates and includes all prior negotiations, correspondence, conversations,
agreements, or understandings applicable to the matters contained herein, and the parties agree
that there are no commitments, agreements or understandings concerning the subject matter of
this Agreement that are not contained in this document. Accordingly, it is agreed that no
deviation from the terms hereof shall be predicated upon any prior representations or agreements
whether oral or written. It is further agreed that no modification, amendment or alteration in the
terms or conditions contained herein shall be effective unless contained in a written document
executed by both parties.
19. This Agreement shall continue in effect and be binding on the parties until the PROJECT is
completed, final costs are known and legislatively appropriated reimbursements, if approved, are
made by the DEPARTMENT.
20. All notices under this Agreement shall be directed to the following:
TO DEPARTMENT: TO COUNTY:
Bill Jones, Project Manager Michael Greene, Planning Manager
Florida Department of Transportation Collier County Transportation Services
P.O. Box 1249 2885 Horseshoe Drive South
Bartow, FL 33831-1249 Naples, FL 34104
16B2
irVtri 4206:,",~i .5....tl4
OUtER COUNT),
:5, tlf S
IN WTfl'-JESS WHEREOF, ('OU J[]{ COU I,rry causecj this A.greenlcHt to be executed 1ft its
behalf, by Chamnan, as cHnhol'iz.ed by R(;solution Nmnbe:r and the:
FLORIDA DEI' AR'TMENT ()f T'R/tNSPORIATI0N/\.greement to be executed in
its behalfthrollgh its District Secretary or authorized
COLLIER COUNTY, F'LORIDA
(Seal) Donna Fiala.. Chairman
CHA1Rl'v1AN DESIGNEE
: 'i ',A" Ii,'
, ,,"L-\..~~
If
Date
Print -N~:rne: r)On~~~l. F~aht
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COLLIER COUNTY Le.gal Review:
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By:
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STATE OF' FLORIDA DEPARTMENT OF' TRANSPORTATION
ATTEST
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>
o
'--
c..
E