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Backup Document 06/28/2022 Item #11E ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO i i THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. ** ROUTING SLIP** Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routingjlines#1 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s) (List in routing order) Office Initials Date 1. 2. 3. County Attorney Office County Attorney Office JAK 6/28/22 4. BCC Office Board of County Commissioners Li)Atn3/s/ g/Z'IZz 5. Minutes and Records Clerk of Court's Office to V- 6. **return one fully executed original County Manager agreement to Amy Patterson** PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above may need to contact staff for additional or missing information. Name of Primary Staff Wanda Rodriguez Phone Number Ext. 8123 Contact/Department Office of the County Attorney Agenda Date Item was 6/28/22 Agenda Item Number 11 E Approved by the BCC Type of Document(s) Employment Agreement—Amy Patterson Number of Original Duplicate originals Attached Documents Attached PO number or account n/a number if document is to be recorded INSTRUCTIONS & CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not appropriate. (Initial) Applicable) 1. Does the document require the chairman's original signature(instead of stamp)? n/a 2. Does the document need to be sent to another agency for additional signatures? If yes, n/a provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legality. (All documents to be signed by JAK the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney.) 4. All handwritten strike-through and revisions have been initialed by the County Attorney n/a Office and all other parties except the BCC Chairman and the Clerk to the Board. 5. The Chairman's signature line date has been entered as the date of BCC approval of the JAK document or the final negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's JAK signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip n/a should be provided to the County Attorney Office at the time the item is uploaded to the agenda. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 6/28/22 and all changes made during JAK N/A is not the meeting have been incorporated in the attached document. The County Attorney an option for Office has reviewed the changes,if applicable. this line. 9. Initials of attorney verifying that the attached document is the version approved by the J,07 N/A is not BCC,all changes directed by the BCC have been made,and the document is ready for the an option for Chairman's signature. *is line. I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04;Revised 1.26.05;2.24.05;11/30/12;4/22/16;9/10/21 iiE COUNTY MANAGER EMPLOYMENT AGREEMENT THIS AGREEMENT, made and entered into with an effective date of June 28, 2022, by and between Collier County ("County"), a political subdivision of the State of Florida, by and through the Collier County Board of County Commissioners, hereinafter collectively referred to as the "Board," as party of the first part, and Amy Patterson, hereinafter called the "County Manager," as party of the second part, both of whom understand as follows: WITNESSETH: WHEREAS, the Board desires to employ the services of Amy Patterson as County Manager (the County Administrator) of Collier County, as provided by Collier County Ordinance No. 93-72, as amended, and Chapter 125, Part III, Florida Statutes; and WHEREAS, it is the desire of the Board to provide certain benefits, to establish certain conditions of employment, and to set working conditions of the County Manager; and WHEREAS, the County Manager desires to accept employment as County Manager of Collier County. NOW THEREFORE, in consideration of the mutual covenants herein contained, the parties agree as follows: Section 1: Duties Effective June 28, 2022, the County Manager shall have the authority, duties and responsibilities as set forth in Section 3 of Ordinance No. 93-72, as such Ordinance has been amended or may be amended or superseded in the future, or as such authority, duties and responsibilities are set forth for a County Manager in Section 125.74, Florida Statutes. Section 2: Term A. The County Manager agrees to remain in the exclusive employ of the Board until September 30, 2025, as further specified below, from the effective date of this Agreement, and neither to accept other employment nor to become employed by any other employer until termination of employment pursuant to this Agreement. B. On or before September 30th of the year immediately preceding the then ending year of the Agreement, including any applicable extensions, the term of this Agreement may be extended for a period of two (2) years by the mutual written agreement of the parties. It is contemplated that the Board will base its decision on the question of whether or not to grant the extension of the term of this Agreement on (1) the County Manager's performance and(2)the County Manager's ability to successfully achieve goals mutually developed and agreed to by the County Manager and the 1 1 1 € Board. The end date of each extension term, if implemented, will be September 30th, so that the term of this Agreement will ultimately correspond with the County's fiscal year. C. Nearing the conclusion of such employment period, and any applicable extensions, this Employment Agreement may be renegotiated by the Board. The County Manager shall be given one hundred-eighty (180) days' notice of the Board's intent to renegotiate the Agreement or to allow the Agreement to expire without renegotiation. In the event the Board's notice is not to renegotiate, but for the Agreement to expire, no salary and deferred compensation severance payment nor insurance benefits shall be provided to the County Manager or their dependents upon the expiration of the Agreement. Elements of this Agreement may be changed at any time when mutually agreed upon in writing by the parties. D. Nothing in this Agreement shall prevent, limit or otherwise interfere with the right of the Board to terminate the services of the County Manager at any time, subject only to the provisions set forth in Section 4 of this Agreement. E. Nothing in this Agreement shall prevent, limit or otherwise interfere with the right of the County Manager to resign at any time, subject only to the provisions set forth in Section 5 of this Agreement. Section 3: Suspension The Board may suspend the County Manager with full pay and benefits at any time during the term of this Agreement, but only if: A. A majority of the Board and the County Manager agree, or B. After a public hearing, a majority of the Board votes to suspend the County Manager for just cause, provided, however, that the County Manager shall have been given written notice setting forth any charges at least ten (10) days prior to such hearing by the Board of County Commissioners' members bringing such charges. Just cause shall include only willful misconduct or willful failure or disregard of the County Manager's duties under this Employment Agreement. Section 4: Termination and Severance Pay In the event this Employment Agreement with the County Manager is terminated by the Board before expiration of the aforesaid term of employment and during such time that the County Manager is willing and able to perform their duties under this Agreement, then, and only in that event, the Board agrees to pay the County Manager, in addition to any amounts then due the County Manager, including any unused vacation leave, a lump sum cash payment within ten (10) working days after the effective date of termination, as follows: 2 11 € A. An amount equal to 20 weeks of the County Manager's compensation at the rate effective on the date of termination, less any normally required deductions, as limited, and provided under Florida Statute § 215.425. B. In the event the County Manager has been fired for misconduct, as defined in Florida Statute § 443.036(29), the County Manager shall not be entitled to any severance payment as allowed under Florida Statute § 215.425, and the Board may terminate the County Manager's employment without notice. Section 5: Resignation In the event the County Manager voluntarily resigns their position with the Board before expiration of the aforesaid term of her employment, then they shall give the Board (60) days advance written notice. If the County Manager voluntarily resigns, providing the Board with less than sixty (60) days' notice, the County Manager shall forfeit any payment for accrued leave otherwise due and owing. Section 6: Disability If the County Manager is permanently disabled or is otherwise unable to perform their duties because of sickness, accident, injury, mental incapacity or health for a period of four (4) successive weeks beyond any accrued leave, the Board shall have the option to terminate this Agreement, subject to the severance pay requirements of Section 4. Section 7: Salary The Board agrees to pay the County Manager for their services rendered pursuant hereto an annual base salary of $270,000.00 payable in bi-weekly installments for the duration of the agreement. Section 8: Performance Evaluation Starting in September 2023, the Board shall review and evaluate the performance of the County Manager. Written evaluations based on such performance will be provided by each County Commissioner to the County Manager prior to September 1, 2023, and prior to each September 1st thereafter for the term of this Agreement. A summary of all evaluations will be prepared by the Board Chair for the Board and the County Manager. Section 9: Hours of Work All duties required hereunder shall be performed by the County Manager personally, or through the assistance of such County employees as may be made available from time to time by the County and concerning which the County Manager shall assume full responsibility; provided, however, that nothing herein shall be deemed to absolve the County Manager of personal responsibility for the duties set forth herein. The County Manager shall be "on-call" twenty-four (24) hours a day, available to perform said duties and agrees to make themself available as needed during said period. The manner and means of performance of the duties herein shall be determined by the County Manager. All acts performed by the County Manager, explicitly or implicitly, on behalf of the County,within 3 1if the scope of their employment, shall be deemed authorized by the Board as its agent,except that any act which constitutes willful misconduct or which may be unlawful shall be deemed to be an individual act of the County Manager without authority of the County or the Board. Section 10: Outside Activities The County Manager agrees to remain in the exclusive employ of the Board while employed as County Manager. Section 11: Cellular Phone The County Manager shall be provided a cellular phone and service for their use. Section 12: Insurance and Paid Leave A. The County Manager shall be credited with the carryover of their accrued vacation and sick leave days, earned while working as an At-Will employee of the County, through the date of the execution of this Agreement, as well as personal leave credited but unused for calendar year 2022. Following the date of this Agreement, the County Manager shall accrue vacation and sick leave under the same terms and conditions as At-Will employees of the County in like years of service, and will be eligible for Personal Leave as provided in CMA 5360, Leaves of Absence. B. The Board will maintain in force for the County Manager all health, life insurance or other insurance policies as provided by the County to its At- Will employees. The Board agrees to make required premium payments for the County Manager for insurance policies for life, accidental death & dismemberment, and disability income benefits, as well as major medical, dental, and vision, and dependent's coverage group insurance covering the County Manager and their dependent(s). Term life and Accidental Death & Dismemberment insurance for the County Manager shall be provided at a level of three times (3x) the County Manager's annual base salary, not to exceed a maximum of$750,000. Disability income insurance benefits shall be no more than sixty-six and two thirds' percent (66.67%) of the County Manager's base annual salary, subject to the maximum benefit provision and other provisions of the Disability insurance policies procured by the County. C. All provisions of law and regulations and rules of the County relating to holidays and other fringe benefits and working conditions as they now exist, or hereafter may be amended, shall also apply to the County Manager in the manner that they apply to other At-Will employees of the County, in addition to benefits specifically enumerated in this Agreement. 4 liE D. The Board agrees that commencing on the first anniversary date of this agreement and annually thereafter, the County Manager will be paid for all hours of accrued vacation time that exceed four hundred eighty(480)hours. Section 13: Retirement The County Manager agrees to execute all necessary agreements provided by ICMA Retirement Corporation/MissionSquare Retirement (ICMA-RC) and/or NACO Public Employees Benefit Services Corporation (as determined by the County Manager) and the Florida Retirement System for the County Manager's continued participation in said retirement plans. The Board agrees to pay the maximum allowable annual amount, as outlined under IRS regulations, into the County Manager's deferred compensation account on the County Manager's behalf on a per pay period basis, ending at contract expiration or separation from service. The County will transfer ownership to succeeding employers upon the County Manager's resignation or termination, or to the County Manager upon their retirement, in accordance with any applicable rules, regulations or laws. The County Manager is designated as a Senior Management Service Class Employee in the Florida Retirement System and is entitled to the retirement benefit contribution levels specified for same. Section 14: Dues and Subscriptions The Board agrees to budget for and to pay for professional dues and subscriptions necessary for the County Manager's continuation and full participation in national, regional, state, and local associations and organizations necessary and desirable for her continued professional participation, growth, and advancement, and for the good of the County Manager, including but not limited to: International City and County Managers Association and the Florida City and County Management Association. Section 15: Professional Development A. The Board hereby agrees to budget for and to pay for travel and subsistence expenses of the County Manager for professional and official travel, meetings, and occasions adequate to continue the professional development of the County Manager and to adequately pursue necessary official functions for the Board, including but not limited to the ICMA Annual Conference, Florida City and County Management Association annual seminar, Leadership Collier, and Leadership Florida. B. The Board also agrees to budget for and to pay for travel and subsistence expenses of the County Manager for short courses, institutes, and seminars that are necessary for her professional development and for the good of the County. C. All out-of-state travel not specifically provided for herein shall be pre- approved by the Board. Reimbursement for out-of-county travel shall be as provided by Florida Statutes. 5 1 1 E Section 16: Indemnification In addition to that required under state and local law, the County shall defend, save harmless, and indemnify the County Manager against any tort, professional liability claim or demand or other legal action, including costs and attorneys' fees relating thereto whether groundless or otherwise, arising out of an alleged act or omission occurring in the performance of the County Manager's duties as County Manager. Section 17: Bonding The County shall bear the full cost of any fidelity or other bonds required of the County Manager under any law or ordinance. Section 18: Other Terms and Conditions of Employment The Board and the County Manager shall fix any such other terms and conditions of employment as they may determine from time to time, relating to the performance of the County Manager, provided such terms and conditions are not inconsistent with or in conflict with the provisions of this Agreement or any other law. Section 19: Notices Notices pursuant to this Agreement shall be in writing, transmitted by personal service or by deposit in the custody of the United States Postal Service, postage prepaid, addressed as follows: (1) Board: Board of County Commissioners Collier County Government Center 3301 East Tamiami Trail Naples, FL 34112 (2) County Manager: Amy Patterson Collier County Government Center 3301 East Tamiami Trail Suite 200 Naples, FL 34112 Notices shall be deemed effective upon delivery or receipt. The County Manager may change the address for notice by written communication (including email) to the County Attorney, with a copy to the Human Resources Director. Section 20: General Provisions A. The text herein shall constitute the entire agreement between the parties. B. This Agreement shall be binding upon and inure to the benefit of the heirs at law and executors of the County Manager. 6 11E C. This Agreement is a personal services contract and neither this Agreement nor the County Manager's obligations under this Agreement are assignable. D. This Agreement shall become effective commencing June 28, 2022, with an employment termination date of September 30, 2025, unless this Agreement is extended or renegotiated as provided herein. E. If any provision, or any portion thereof, contained in this Agreement is held unconstitutional, invalid, or unenforceable, the remainder of this Agreement, or portion thereof, shall be deemed severable, shall not be affected, and shall remain in full force and effect. IN WITNESS WHEREOF, the Board has caused this Agreement to be signed and executed on its behalf by its Chairman and duly attested by its Clerk to the Board, and the County Manager has signed and executed this Agreement, both in duplicate, the month, date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS CRYSTAL 'K:KIN.ZEL OF COLLIER COUNTY, FLORIDA Clerk of;OoiYr#s V • omptroller t/ . ._ , , d , .__ 0.00 Cler W;' iam L. McDaniel, Jr., Chairman Attests.to'Ct igriti c signagoit n 0 WITNESSES: County Manager F.,=Ct WTN ed(1%644) .env By: Print Name Amy P erson Se-oW" € %PA'L` SECOND WITNESS CellOtAiri Print Nam Nan t M.&v e,Yt� Approve l .. t. fi�• .n. legality: ..if lit al�:ma . Jeffrey • r lair' ow, County Attorney 7