Contract 2023-088A2023-088A
INTERLOCAL AGREEMENT
BETWEEN
LAKE COUNTY, FLORIDA AND
THE CITY OF CLERMONT, FLORIDA
FOR CONSULTING SERVICES FOR WELLNESS WAY
THIS INTERLOCAL AGREEMENT is made by and between Lake County, Florida, a
political subdivision of the State of Florida (the "COUNTY"), and the City of Clermont, a
municipal corporation organized under the laws of the State of Florida (the "CITY").
WITNESSETH:
WHEREAS, Section 163.01, Florida Statutes, provides that local governments may enter
into agreements to make the most efficient use of their powers by enabling them to cooperate with
other localities on a basis of mutual advantage; and
WHEREAS, the Wellness Way Area Plan (the "WWAP"), is a special planning area in
southeast Lake County, south of SR 50 and east of US 27 totaling approximately 15,000 acres that
is expected to accommodate a significant regional employment center which will promote
significant economic development while encouraging fiscally efficient and well-balanced
development patterns; and
WHEREAS, the COUNTY and CITY wish to accomplish an extensive set of goals and
objectives with the development of the WWAP that includes a conceptual master plan that portrays
the program elements, and associated design guidelines; and
WHEREAS, the CITY has entered into a Professional Consulting Services Contract with
Levey Consulting, LLC., a Florida Limited Liability Corporation (the "CONSULTANT"), to
assist the CITY in developing and executing strategies for economic development in the WWAP;
and
WHEREAS, the parties desire to enter into this Agreement in order to collaborate on the
economic development of the WWAP.
NOW, THEREFORE, IN CONSIDERATION of the mutual terms, understandings,
conditions, promises, covenants and payment set forth in this Agreement, and intending to be
legally bound, the parties hereby agree as follows:
1. Recitals. The above recitals are true and correct and incorporated in this
Agreement by reference.
2. Purvose. The purpose of this Agreement is to memorialize the collaboration and
support of the CITY and the COUNTY for the economic development of the WWAP, including
financial contribution by the COUNTY (the "PROJECT").
3. City Obligations.
A. The parties acknowledge that the CITY has solicited and retained the services of
the CONSULTANT to assist the CITY for the PROJECT. The services, as identified in Exhibit
A, attached hereto and incorporated herein by reference, to be provided by the CONSULTANT
for the PROJECT will benefit both the CITY and the COUNTY.
B. The CITY, or the CONSULTANT at the CITY'S request, will provide monthly
work task schedules to the COUNTY outlining the CONSULTANT'S proposed work tasks on the
PROJECT on a monthly basis. Nothing by way of execution of this Agreement is intended to
make CONSULTANT, its employees or agents to be contractors, agents, or employees of the
COUNTY or obligate the COUNTY to make payments directly to the CONSULTANT.
C. The CITY shall ensure that the CONSULTANT will comply with Section
1 19.0701, Florida Statutes.
4. County Oblieations.
A. The parties agree and acknowledge that the budget for the PROJECT contract is
estimated to be approximately Seventy Thousand Dollars and 00/100 Dollars ($70,000.00) per
year. The CITY shall submit monthly invoices to the COUNTY outlining the approved tasks
completed by the CONSULTANT. The COUNTY agrees to provide funding to the CITY for
those services completed by the CONSULTANT which the Lake County Manager or designee
determine to be beneficial for the COUNTY; but, except as provided below, in no event will the
COUNTY be required to pay more than Thirty Five Thousand and 00/100 Dollars ($35,000.00)
annually during the term of this Agreement. Payments will be made in accordance with the Florida
Prompt Payment Act, Chapter 218, Part VII, Florida Statutes. In the event that the services
provided by CONSULTANT in the in initial term of this agreement, exceed $70,000, upon prior
notice to COUNTY, the COUNTY and CITY shall equally share in the additional cost above
$70,000. In the event this Agreement is extended for one additional twelve (12) month period as
set forth under Section 7 below, the COUNTY shall provide funding in the amount not to exceed
Thirty Five Thousand and 00/100 Dollars ($35,000) for the additional year under the same terms
and conditions as payments were made for the initial term.
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B. Funding by the COUNTY to the CITY for the services provided by the
CONSULTANT on the PROJECT will continue until such time as the CITY'S contract with the
CONSULTANT expires or terminates or this Agreement is terminated, whichever is earlier. In
the event funds obligated under this Agreement become reduced or unavailable, the COUNTY
will notify the CITY of such occurrence, and the COUNTY may terminate this Agreement without
penalty or expense to the COUNTY. The COUNTY will be the final authority as to the
unavailability of funds.
C. In the event any of the funding for the PROJECT is funded by grant monies
received by the CITY, the COUNTY will not be liable for any non-compliance with the provisions
of such grant.
5. Coordination. The parties hereby agree that each will keep the other informed of
communications that take place with the CONSULTANT. Each will provide notice to the other
of all meetings or conference calls, or copy each other on written communications, so that both
parties have the opportunity to participate fully in the development of the PROJECT with the
CONSULTANT. The parties also agree that in the event a meeting or conference call takes place,
and one party cannot participate, that the participating party will provide a written summary of the
meeting or call to the other in a timely manner.
6. Future Proiects. Nothing in this Agreement will prohibit the parties from
negotiating a different allocation of responsibilities for, or contributions, to the development of the
PROJECT. The maintenance and ownership of each future project, if any, will be negotiated on a
project by project basis.
7. Term. The term of this Agreement will be for a period of one (1) year beginning
on the effective date, with the option of the parties to extend one (1) additional twelve (12) month
period.
8. Termination.
A. Either party may terminate this Agreement upon thirty (30) days written notice to
the other party. Within twenty (20) days after the effective date of termination, the terminating
party shall remit to the non -terminating party a payment equal to fifty percent (50%) of all
PROJECT costs incurred as of the date of termination as well as fifty percent (50%) of all
PROJECT work mutually authorized to proceed but which has not yet been completed. Nothing
in this Agreement will preclude the non -terminating party from seeking additional support for the
PROJECT.
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B. In the event the CITY assigns or terminates the contract with the CONSULTANT,
the CITY shall provide written notice to the COUNTY. In the event the CITY assigns the contract
with the CONSULTANT to another vendor or sub -consultant, the COUNTY may terminate this
Agreement if the Lake County Manager or designee determines that the vendor or sub -consultant
is not acceptable or in the best interest of the COUNTY.
9. Modifications. Unless otherwise specified in this Agreement, no modification,
amendment, or alteration of the terms or conditions contained in this Agreement will be effective
unless contained in a written document executed by the parties to this Agreement, with the same
formality and of equal dignity with this Agreement.
10. Notices.
A. All notices, demands, or other writings required to be given or made or sent in this
Agreement, or which may be given or made or sent, by either party to the other, will be deemed to
have been fully given or made or sent when in writing and addressed as follows:
COUNTY
County Manager
Lake County Administration Building
P.O. Box 7800
Tavares, Florida 32778
CITY
City of Clermont
City Manager
685 West Montrose Street
Clermont, Florida 34711
B. All notices required, or which may be given under this Agreement, will be
considered properly given if: (1) personally delivered, (2) sent by certified United States mail,
return receipt requested, or (3) sent by Federal Express or other equivalent overnight letter delivery
company.
C. The effective date of such notices will be the date personally delivered, or if sent
by certified mail, the date the notice was signed for, or if sent by overnight letter delivery company,
the date the notice was delivered by the overnight letter delivery company.
D. The parties may designate other parties or addresses to which notice will be sent by
notifying, in writing, the other party in a manner designated for the filing of notice under this
Agreement.
11. Entire Agreement. This document embodies the entire agreement between the
parties. It may not be modified or terminated except as provided in this Agreement.
12. Severability. If any provision of this Agreement is found by a court of competent
jurisdiction to be invalid, it will be considered deleted from this Agreement, and will not invalidate
the remaining provisions.
13. Effective Date. This Agreement will become effective on the date the last party
executes this Agreement ("effective date").
14. Assignment. No party to this Agreement may assign the rights and obligations
under this Agreement without the prior consent of the other party.
15. Countervarts. This Agreement may be executed in counterparts, each executed
counterpart to be deemed an original and all of which will constitute but one and the same
instrument. This Agreement may be executed by electronic signatures and electronic signatures
will constitute originals for all purposes.
w ATTEST., ,
v Clerk
tolorm and legality:
CITY
CITY OF CLERMONT, FLORIDA
Tim Murry, ayo
This I ILW of _ I&f4b 4,r , 2022.
Interlocal Agreement between Lake County and the City of Clermont for Consulting Services for Wellness Way
ATTEST:
Gary J. Cooney, Clerk
of County Commissioners of
Lake County, Florida
Approved as to form and legality:
Melanie Marsh, County Attorney
COUNTY
LAKE COUNTY, FLORIDA through its
BOARD OF COUNTY COMMISSIONERS
Sean Parks, Chairman
This of
, 2022.
EXHIBIT A
Wellness Way Project Scope
I. Project Administration
a. Provide ongoing coordination efforts between the City, County and landowners
b. Coordinate infrastructure funding, timing and implementation;
c. Act as City and County "Owners Rep" in building consensus and collaboration
between all parties;
d. Identify conflicts and their resolution early in the development process;
e. Recommend governance structure(s), if applicable; and
f. Support City and County entitlement efforts.
g. The Consultant will assist the City and County in establishing regularly scheduled
meetings to advance the objectives of Wellness Way. These meetings may
include:
i. Monthly development coordination meetings between City and County
staff; (To be supported by consultant)
ii. Quarterly landowner meetings (or as needed). Support on agenda and
discussion materials from consultant);
iii. Quarterly update presentations to the City Council and County
Commission (or as requested by the City or County Manager)
Il. Project Implementation
a. The Consultant has produced the Implementation Plan, which established a
detailed approach to the character, timing and staging of development within the
study area, including appropriate stakeholder engagement. The following items
are ongoing implementation tasks required of the Consultant:
i. Support City and County staff in the review of development proposals for
consistency with Comprehensive Plan policies and Design Guidelines and
Standards;
ii. Support City and County staff review of roadway/transportation impact
fee credit agreements;
iii. Assist in the implementation of the Florida Wildlife Corridor through
Wellness Way;
iv. Facilitate resolution of issues between landowners/developers and the City
and County;
v. Support Economic Development/Job Creation efforts of the City and
County;
vi. Assist the City and County in resolving issues with other agencies (FDOT,
CFX, State Parks) and utility companies in the advancement of
infrastructure delivery;
vii. Assist the City and County in coordinating with Lake County School
Board on the delivery of public school facilities; and
viii. Assist the City and County in the examination of public finance
techniques for infrastructure delivery and maintenance.
III. Outreach and Marketing
a. Assist in the development of a marketing strategy for Wellness Way
i. Assist the City and County in the selection of a 3' party branding and
marketing consultant, or support County efforts to produce in-house.
ii. Collaborate with City and County on the concepts, messaging, content and
creative elements throughout the project
b. Assist in the ongoing recruitment of anchor companies and desired
commercial/industrial clusters
IV. Optional Services
The County or City, or both jointly, may request additional services. The scope of work
and fee will be negotiated at the time additional services are requested.