Contract 2023-125A2023-125A
SECOND AMENDMENT TO INTERLOCAL AGREEMENT FOR
CONSULTING SERVICES FOR WELLNESS WAY
THIS SECOND AMENDMENT TO INTERLOCAL AGREEMENT ("Second
Amendment") 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 S.R. 50 and east of U.S. 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 parties previously entered into an Interlocal Agreement dated November
4, 2019, in which the COUNTY provided the CITY $155,000 over the course of two (2) years to
assist with the cost of hiring a consultant to perform the work;
WHEREAS, the CITY 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.
The CITY entered into a new agreement dated September 28, 2021, with the CONSULTANT to
provide additional services; and
WHEREAS, the parties entered into a Second Interlocal Agreement dated December 7,
2021 ("2021 Interlocal"), whereby the COUNTY agreed to provide the CITY up to $70,000 over
the course of two (2) years to assist with the hiring of a consultant to work on issues involving the
WWAP; and
Second Amendment to Interlocal Agreement between Lake County and the City of Clermont for Consulting
Services for Wellness Way
WHEREAS, the parties entered into an Amendment to the Interlocal Agreement ("First
Amendment') on December 20, 2022, to adjust the Scope of Services which replaced the Exhibit
A, attached to the 2021 Interlocal in its entirety with Exhibit A, attached hereto; and
WHEREAS, the services under the terms and conditions of the First Amendment are
ongoing and the parties wish to extend the terms for an additional two (2) years whereby the
COUNTY agrees to pay the CITY up to $70,000 over the course of the two (2) years.
NOW, THEREFORE, IN CONSIDERATION of the mutual terms, understandings,
conditions, promises, covenants, and payment set forth in this Second Amendment, and intending
to be legally bound, the parties hereby agree as follows:
1. Legal Findings of Fact. The foregoing recitals are hereby adopted as legislative
findings of the Board of County Commissioners and are ratified and confirmed as
being true and correct and are hereby made a specific part of this Second
Amendment upon adoption hereof.
2. County Obligations. Under the provisions of Section 4.A. of the 2021 Interlocal,
the funding provided by the County pursuant to this Second Amendment shall not
exceed an additional Seventy Thousand and 00/100 Dollars ($70,000.00), with one-
half payable in the first year of the term and up to one-half payable in the second
year. All other provisions of Section 4.A. of the 2021 Interlocal shall remain in full
force and effect.
3. Term. Under the provisions of Section 7 of the 2021 Interlocal and Section 3 of
the First Amendment, the 2021 Interlocal, as amended, is hereby extended for an
additional two (2) year term from December 7, 2023, through December 6, 2025.
4. Other Provisions. All other provisions of the 2021 Interlocal, as amended, shall
remain in full force and effect unless otherwise amended by the parties.
5. Counteraarts. This Second Amendment may be executed in counterparts, each
executed counterpart to be deemed an original and all of which will constitute but
one and the same instrument. This Second Amendment may be executed by
electronic signatures and electronic signatures will constitute originals for all
purposes.
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S:ID0CUMENT%20231EC0N0MIC PROSPERUY1Wellness Way Consulting Secs AmendmentClennont Interlocal Second
Amendment final 11.13.2023_docx
Second Amendment to Interlocal Agreement between Lake County and the City of Clermont for Consulting
Services for Wellness Way
IN WITNESS WHEREOF, the parties have signed this Second Amendment through their
authorized representatives on the respective dates under each signature.
CITY
ATTEST: CITY OF CLERMONT, FLORIDA
City Clerk —Fre-y rq. 1-lvc�� Tun Murry, May
This � of November, 2023.
Apptedas gand lity:
City Attorney(DtAj.'a► -f L_ MApj T2-A2 L
►^' w?' yr• t� ^$i
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SAD0CLJNffiNT%20231EC0N0MIC PROSPERITY+.Wellness Way Consulting Secs AmendmentlClennnont Interlocal Second
Amendment final 11.13 2023.doex
Second Amendment to Interlocal Agreement between Lake County and the City of Clermont for Consulting
Services for wellness Way
ATTEST:
Gary o , Clerk
Boa f unty Con ilssloners
Lake Co ty, Florida
Approved as to form and legality:
Melanie Marsh, County Attorney
COUNTY
LAKE COUN , FLORIDA through its
BOARD OF CUNTY COMMISSIONERS
Kirby Smith], Chairman
This of December, 2023.
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Amendment_ftnal_11.13.2023.docx
Second Amendment to Interlocal Agreement between Lake County and the City of Clermont for Consulting
Services for Wellness Way
EXHIBIT A
Wellness NVay 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)
II. 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
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S_1D0CU,%ffiNn20231EC0N0MIC PROSPERITY'SWellness Way Consulting Svcs Amendment Clermont Interlocal Second
Amendment final 11.132023.docx
Second Amendment to Interlocal Agreement between Lake County and the City of Clermont for Consulting
Services for Wellness Way
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.
11. 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.
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Amendment_final 11.13 2023.docx