001 Mar 1, 2000 Agt $10,000Craig A. Smith & Associates
1000 W. McNab Road, Suite 200
Pompano Beach, FL 33069
This Agreement is by and between the City of Okeechobee, Florida, hereinafter referred to
as the "CITY" and the consulting firm, Craig A. Smith & Associates, hereinafter referred to
as "CAS ".
Whereas, the CITY seeks to engage the services of an individual or firm to seek, write and
administer grants and special Legislative Appropriation Funding. This service will be with
respect to grants, special funding and /or appropriations relating to the City of Okeechobee,
Florida.
Whereas, the CITY voted in an official meeting of the Okeechobee City Council to contract
the professional services of Craig A. Smith & Associates to seek and administer special
funding projects relating to services and improvements in the City of Okeechobee, Florida.
SERVICES: CAS will provide the following services: Research potential grants, write
grants and administer grants. Provide information and data to Federal, State and Regional
agencies; Prepare appropriate draft cooperative agreements for agencies involved and for
review by the CITY; Provide appropriation language and, as may be needed, work with
CITY staff; Attend and provide testimony at appropriate Tallahassee subcommittee
meetings; Attend and provide testimony at appropriate Tallahassee committee hearings;
Coordinate and solicit support from legislators and appropriate state agencies; Report
findings to the CITY; Make necessary reports to appropriate Federal, State and Regional
agencies; Administer the program /project and prepare and submit close -out documents as
necessary and directed.
COMPENSATION:
CAS shall receive an annual retainer fee of $10,000.00 to be paid upon invoice,
_ CAS shall also invoice the CITY for normal out -of- pocket expenses and hourly rate
fees for time worked and other pass- through charges normally associated with
these duties. The hourly rate will be $100.00 per hour. Craig A. Smith & Associates
agrees that it will divide costs for "similar and alike" services among the clients
represented using "similar and alike" services, for charges incurred in this section.
_ The CAS Administration fee will be 4.5% based on the funding amount obtained
and /or value gained for the CITY. CAS is not due any Administration Fee unless
the grant, appropriation or special funding project is approved. After the special
funding project is approved, and appropriate fund acquisition contracts are
approved and acceptable to the CITY, CAS may invoice the CITY for the amount
due.
The CITY agrees to make payment within thirty (30) days of CAS invoicing.
EXCLUSIONS: In the case of Special Grants that the State of Florida requires individual
advertisements and /or requests for proposals.(i.e. State CDBG where administration fees
are included in the grant package) The CITY may exclude them from this contract and
advertisement separately. This shall not exclude CAS from eligibility to respond to
advertisements for these types of grants with the CITY.
WARRANTY: CAS cannot and does not make, nor imply, any form of warranty or
guarantees regarding the outcome of any grants, legislation, special funding or
appropriation passage.
TERMINATION: Termination of this contract may be made by either party with a thirty (30)
day written notice. Termination notice shall be in writing thirty (30) days prior to the date
given as the termination date. Termination shall not deprive CAS from final invoicing and
payment for work already complete or substantially complete, or for funding approved or
underway, nor shall termination deprive the CITY from work products already complete or
substantially complete.
EFFECTIVE DATE: This contract shall become effective -f.GU l 2000.
Dated this day of 2000
James E. Kirk, Mayor
Printed Name & Title
ATTEST:
tirz, (SEAL)
City Clerk: Bonnie S . Thomas
REVIEWER FOT) LEG�UF�IENCY:
John R. Cook, City Attorney
FOR: RAIG A. SMITH & ASSOCIATES
Gene R. Schriner, P.E., President
Printed Name & Title
01/13/2000 14 :41 5619247702
•.
Tel: (954) '''782-8221
Voiee net; or:
M DALE MILITA (CAS) PAGE 01
CRAI . SMITH &: ASSOCIATES.
M. Dale M iU. ita
i8511.03a St. Sox 35
Tamil Point; Fl 33438
Pax:. (954) 756-5927
email PainrUl6ee:
(541) 924 -1702
FAX
TO Lane
FROM: Dale Millis
DATE: January 13; 2000
Number of 'a
Eocto ed is a copy of our s tat►4 t iitti'aict utilizing the administration f rathei$ than at up front
-Iurnp sum fee,
Please beep me at 141741S 600 1you,mod finisher.idfortnationor desire` me tit any of you up-
coming tneetings.
Thank yOu, •
Dale:
Handout -t
An example of - Craig A. Smith & Associates
c ���
"NETWORKING " Grants with other Funding Sources
(This example is an actual on -going Local Government Project
between a City - County Project and Craig A. Smith & Associates)
1994 -
*State of Florida CDBG Grant
*Regional Funding Source for Feasibility Study
*Private Corporate Grant
*Local Government (In -Kind) Land
Total 1994 fund acquisition for this project -
$ 575,000.
$ 20,000. **
$ 75,000.
$ 45,000.
$ 715,000.
1995 -
*Federal Grant Source $ 975,000.
*Regional Funding Source $ 300,000.
Total 1995 fund acquisition for this project - $1,275,000.
1996 -
*State Legislative Appropriation
*Regional Funding Source
Total 1996 fund acquisition for this project -
1997 -
*State Legislative Appropriation
*Federal Appropriation on -going at this time
Total 1997 fund acquisition for this project -
1998 -
*State Legislative Appropriation
Total 1998 fund acquisition for this project -
1999 -
*Rcgional Agency funding
1 1 1 •
• 1 • i 1' 1 1
$ 616,000.
$ 100,000.
$ 716,000.
$ 450,000.
$1,600,000.0
$2,050,000
$ 500,000.
$ 500,000.
$ 300,000.
TOTAL FUNDING FOR TICS PROJECT WITH NO LOCAL FUNDS $5,256,000.
0 This Funding is on -going
♦ Funding in Process at this time
* *Returned back to the local government via an appropriation
Note: Grants am/ shier special fiscal assistance is an on -going process - the above example shows
just how the combination of grant writing, special fiscal assistance and govemmental affairs representation
use one funding source as a match for another, requiring less of your local funds. All of the above funding
began with lust one single $575,000 CDBG Grant that M. Dale Milita, Gene Schriner, P.E. of CAS and Ms.
Nancy Phillips our Qrarit Administrator, who was then with the STATE DCA CDBG Program in Tallahassee,
together working es a team with the local govemment, changed the way Local Govemment Funding could
be "Obtaip. mi t$intained"
Ha.M.dow? 4f 2
1. 1995 $ 650,000.
1996 $ 179,000.
1997 $ 750,000.
1998 $ 450,000.
1998 $ 150,000.
1999 $ 500,000.
Total $2,679,000.
2. 1995 $ 561,000.
1996 $ 750,000.
1997 $ 142,900.
1998 $ 750,000.
1998 $ 143,000.
1999 $ 850,000.
1999 $ 142,900.
Total $3,339,800.
3. 1998 $ 250,000.
1999 $ 188,000.
Total $ 438,000.
4. 1996 $ 428,000.
1997 $ 310,000.
1998 $ 297,000.
1999 $ 200,000.
Total $1,235,000.
5. 1999 $ 100,000.
6. 1994 $ 715,000.
1995 $1,275,000.
1996 $ 816,000.
1996 $ 350,000.
1996 $ 650,000.
1997 $2,050,000.
1997 $ 346,000.
1998 $ 500,000.
1998 $ 600,000.
1999 $ 250,000.
1999 $ 382,000.
Total $7,934,000.
7. 1995 $ 650,000.
1997 $ 598,000.
1999 $1,750,000.
Total $2,998,000.
02/04/2000 19:49 56192477A2 M DALE MILITA (CAS)
Tel: (9,3.1) 782-4232
CRAIG: A. mum & ASSOCIATES
1000 W. Rehab Rd. Suite 200
`Pompano Beach, Ell 33069
MEMO
TO: Ms. Bonnie Thomas, City Clerk
City of Okeechobee
FROM:
DATE: February 4, 2000'.
SUBJECT :. .oaoiq#ie.DMevel
M: Dale Malta
EXHIBIT 6 -
2 / 15 AGENDA
Fax: (954):7M6 -!1927
Per our conversation this afternoon, I am enclosing a brief description of an industry that i have been
work; with for the past 3 krwn h , seeking a bu:►u:ie m site for them to 1oca1a, poa siblyin the City
Industrial Park.
• This new industry Will empty 35 -50 FTE's initially and 50--80 at build -out.
• The average wage is eXpceted to be $8- $.12 /hr with a projected benefits package of and
additional 28% of wage. •
• `t"h.e initial: investment, of (hiS:industry will be a:. approximately $4,000iO4u.;
• "flat* 4mourit:of land needed :is- initially 30 acres with a build -out to 50 acr.e3E.
• zoning must be industrial:
• Site: cost Must be. ai rclable;
If you could agenda. this item TO. file next City Council Meeting, if pas 'sible, because; it *ill be
necessary i+tJi a crinsensus of the C i neil in order to proceed to negotiations :with rich a firm.
Please roti me if you desire . to enct at the Council Meeting. 1 wili.be in Tal assee all week
�'� Yo myI':.
of Feb. 7th- 11 th and again all week F9b,21. st- 25th.. 1 can be reached at anytime via ofmy Voice mail
beeper (toll ;thee) at 1 -877- 475 -6 4.., •
Thank you.
Dale