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Backup Documents 04/23/2024 Item #16K9 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 1 6 K 9 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 routing lines#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. (Enter your Dept here) 3. County Attorney Office County Attorney Office c 'y 443 aq 4. BCC Office Board of County CH by MB Commissioners [s] t-// ./2 y 5. Minutes and Records Clerk of Court's Office 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 Madison Bird Phone Number 2939 Contact/Department Agenda Date Item was 4/23/24 Agenda Item Number I6.K.9 Approved by the BCC Type of Document(s) Amendment Number of Original 1 Attached Documents Attached PO number or account 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 signature?(stamped unless otherwise stated) MB 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 MB 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 MB 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 MB 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 MB 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_4/23/24_and all changes made '. IA is not during the meeting have been incorporated in the attached document. The County n option fo Attorney Office has reviewed the changes, if applicable. this line. 9. Initials of attorney verifying that the attached document is the version approved by the /A is no BCC, all changes directed by the BCC have been made, and the document is ready for the an optic) Chairman's signature.g ibis 1: 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 t6K9 FIRST AMENDMENT TO RETENTION AGREEMENT FORD & HARRISON, LLP THIS FIRST AMENDMENT to Retention Agreement for Legal Services is entered into this 23' day of April, 2024, by Collier County, Florida, a political subdivision of the State of Florida, through its Board of County Commissioners, (hereinafter referred to as the "County") and Ford &Harrison, LLP (hereinafter referred to as"Counsel"). WITNESSETH WHEREAS, on September 27, 2022, the County and Counsel entered into a Retention Agreement (the "Agreement") wherein the County agreed to retain Counsel to provide professional specialized legal services; and WHEREAS, the Retention Agreement provided for a two-year term with renewals and further provided that the rates would remain in effect without change for a minimum of two years from the effective date of the Agreement; and WHEREAS, the two-year term of the Agreement is scheduled to terminate September 12, 2024, and the Parties wish to amend the Agreement to amend the fee schedule to increase the hourly rate for Partners and Law Clerks and Paralegals and to add a rate for Associates with an effective commencement date of September 13, 2024; and WHEREAS, the Parties further wish to extend the term for providing these specialized legal services for an additional two years with three additional terms of one year each subject to the mutual consent of the parties. NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the Parties hereto agree to amend the Agreement as follows: 1. Article 3 entitled Term and Time of Performance is amended as follows, using strikethrough and underlining for language deleted and language added, respectively: ARTICLE 3 TERM AND TIME OF PERFORMANCE 3.1 The term of this Agreement shall be for a period of two(2)years to begin September 13, 2024 Septembe-r-�3,-4922 and to end on September 12, 2026 Septembef-�2, 9�4, unless terminated earlier in accordance with the provisions of this Agreement. Absent notice of intent to terminate, the Agreement may be renewed upon mutual consent of the parties for three (3) additional terms of one (I) year each. (In the event the term of this [04-00A-0 1 1 58/1 6 1 8867/1] 1 CAp ' 6 K9 Agreement extends beyond a single fiscal year of County, the continuation of this Agreement beyond the end of any fiscal year shall be subject to the availability of funds from County in accordance with Chapter 129, Florida Statutes.) 2. The existing Exhibit A to the Retention Agreement is replaced and superseded in its entirety with the attached Exhibit A-1 to reflect updated hourly rates for Partners and Law Clerks and Paralegals and to add a rate for Associates. 3. Except as modified by this First Amendment, all other terms and conditions of the Agreement shall remain in full force and effect as previously amended. If there is a conflict between the terms of this Amendment and the Agreement, the terms of this Amendment shall prevail. IN WITNESS WHEREOF, the Parties have executed this First Amendment to the Agreement on this 13zd day of April, 2024, with the intention to attach this First Amendment to the original Agreement. ATTEST: BOARD OF COUNTY COMMISSIONERS Ciystal'K:Kinzel, Clerk of Courts COLLIER C NTY, FLORIDA & Comptroller OBy l By: p Attest as to Chairman's iris Hall, Chairman • Dated: 0,?tkOnature only (SEAL) gprove as to form and legality: LehAlli 410 11 Colleen M. Greene Managing Assistant County Attorney [04-00A-01158/1618867/1] 2 CAO � 6 K9 Ford&Harrison, LLP By: Its: Print Name: Mark E. Levitt STATE OF Florida COUNTY OF Orange The foregoing First Amendment was acknowledged before me this I \ day of f \ 1 , 2024, by M a(K C• L e v'i 't as 94 It --n e,( of Ford & Harrison, LLP. He/she is ersonally know)to me or produced as identification. • 7144.-6Creditt . Signature of Notary Public N1bole, I01'cleS'tlta5 Name of Notary Public typed, printed or My Commission Expires: Notary Public State of Florida A Nicole Tordesillas ..,.`Nf_. My Commission HH 310828 y Expires 9/111202s [04-COA-0 1 1 5 8/1 61 8 867/1] 3 ICAO t,� 16 K 9 EXHIBIT "A-1" Effective date 9/13/24 For professional services rendered, Ford &Harrison, LLP fee shall be based on the hourly rate as follows: Principals/Partners $270.00 $300 per hour Associates $300 per hour Law Clerks & Paralegals $95 $125 per hour Ford & Harrison, LLP's fee shall not exceed $100,000.00 per new matter assigned without the approval of the Board of County Commissioners. Any expenditure beyond the initial$100,000.00 approval by the Board of County Commissioners must have Board approval prior to work being performed. (Where appropriate a"not to exceed" sum shall be agreed to when each assignment is made to Ford & Harrison, LLP) In the event that Ford & Harrison, LLP is required or requested to perform any additional or extraordinary services not herein contemplated, Ford & Harrison, LLP, shall be entitled to apply for additional compensation, the amount of which shall be subject to the approval of County and no such additional compensation in excess of the amount herein stated shall be paid unless specifically authorized in advance by County in its sole discretion. Ford&Harrison,LLP shall provide,at no cost to County,the annual response to County's auditors regarding pending or threatened litigation. The auditors typically request information regarding all litigation, claims and assessments considered to be material. The response should include the nature of the litigation, the progress of the case to date, an estimate of the amount or range of potential loss, and any other information considered necessary to explain the case. Ford & Harrison, LLP shall provide said response within 30 days of receipt of the request. NOTES: • Divisions, or departments within such divisions, shall be responsible and pay for legal counsel services relating to litigation and outside counsel specifically for cases, matters or issues relating to such division or department, as determined by the County Attorney in coordination with the County Manager. [04-00A-0115 8/1618867/1] 4 CAO