Agenda 02/27/2018 Item #16E 202/27/2018
EXECUTIVE SUMMARY
Recommendation to approve a Certificate of Public Convenience and Necessity for non-
emergency inter-facility ambulance transports to Just Like Family Concierge Medical Transport
Services, LLC to allow post-hospital intra-facility and inter-facility medical ambulance transfer
services to continue after an ownership change.
OBJECTIVE: To recognize a transfer in ownership of Just Like Family Concierge Medical Transport
Services LLC (“Just Like Family”) following the death of its principal owner operator, and proceed in
the best interest of the public health, safety and welfare by granting a new Certificate of Public
Convenience and Necessity-Class 2, Advanced Life Support (ALS) post-hospital, inter and intra-facility
ambulance transfer services as required by Ordinance No. 04-12, Section 9.
CONSIDERATIONS: On October 27, 2015, the Board of County Commissioners issued a Class 2
Certificate of Public Convenience and Necessity for non-emergency inter-facility ambulance transports to
Just Like Family Concierge Medical Transport Services, LLC which has since been renewed and expires
on October 31, 2018. A Class 2 operator provides post-hospital inter-facility medical transfer services,
both within and outside the County.
The Manager and his partners have created a limited liability company and are in the process of
purchasing all of the stock of Just Like Family. Ordinance No. 04-12, Section 9, requires that a new
COPCN be issued to continue the service under new ownership and states:
The certificate granted by the Board shall be valid for one calendar year and shall be
personal to the applicant and not transferable. In the case of a corporation, if there
occurs such a transfer of stock or other incidents of ownership as to change the
majority or largest stockholder, a new certificate must be applied for. Changes in the
officers of the corporation will not require a new certificate.
Accordingly, the Certificate holder has applied for a new COPCN. Staff has deemed the application as
complete and recommends that the COPCN be issued for one year beginning upon completion of the
transfer in ownership providing such transfer is completed no later than October 31, 2018; the expiration
of the COPCN presently in effect. Staff was informed that if this item is approved, actions will be taken
to transfer ownership as soon as practicable. No operational changes will be made.
It is the opinion and findings of the Bureau of Emergency Services that this service is necessary and
practical to provide additional medical transportation options to patients being transferred from hospital-
to-hospital, hospital-to-home, or transport for clinical procedures, etc. It is reasonable to expect the
services of an additional provider will assist in the anticipated future demands of the pace of the
expanding number of nursing homes, rest homes and skilled care facilities as well as overall population
growth. The expansion of additional non-emergency ambulance vehicles should reduce wait times for
facilities and their patients during discharge and further reduce the calls for non-emergency service
transport placed upon County EMS. County EMS has experienced a significant decrease in non-
emergency transport requests which is preferred in order to allow for County EMS to focus on its pre-
hospital emergency medical delivery. County EMS expects further reduction in non -emergency
transport calls for service with the approval of this COPCN in light of the growth of additional facilities
and beds.
The COPCN holder operates three ambulances in service as part of this COPCN annual certificate.
The COPCN holder reports that its local Florida certified Emergency Medical Technicians and
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02/27/2018
Paramedics will operate under a medical protocol approved by Dr. Jeffrey A. Panozzo. The medi cal
protocol adopted and utilized by Just Like Family Concierge Medical Transport LLC., is the approved
common medical protocol utilized by Collier County EMS under the medical direction of Dr. Robert
Tober.
Neither Collier County, nor the Sheriff’s 911 Center, receive or track such calls for non-emergency
inter-facility service made between a hospital, nursing home, or doctor’s office, etc. All estimates for
calls for service are compiled from data provided by private providers and from the infrequent request
for inter-facility transports to Collier County EMS when 911 is contacted for the dispatch of a Collier
County EMS ambulance.
Staff’s broad estimates suggest that approximately 6,000 transports are typically handled by a Class 2
Certificate holder on an annual basis from current facilities in Collier County. A broad estimate of the
over 500 beds reported in permitting for local construction could generate an additional 100-200 annual
convalescent transports in the near future as additional facili ties become operational. Staff does not
have information as to the timing of beds and facility openings as referenced above. As a result of the
market-place nature of the additional facilities and beds, the convalescent transport estimates are
rudimentary at best. The County has no obligations to compensate a private ambulance provider for any
services, nor does the County receive any revenue from service delivery by a private ambulance
provider.
Should the Board approve an annual Class 2 Certificate of Public Convenience and Necessity, the
following provisions of the Certificate are recommended requirements:
1. Staff is recommending the COPCN be issued for one year beginning upon completion of the transfer
in ownership which shall occur not later than October 31, 2018, the expiration of the COPCN
presently in effect.
2. The COPCN shall be required to be renewed annually. Its renewal application is to be received by the
County no later than 90 days prior to its expiration.
3. The COPCN holder will be required to work closely with Collier County EMS, Collier County
Sheriff's 911 dispatch personnel, local licensed facilities and other responders to ensure that their
entry into local and regional inter-facility ambulance transportation is properly coordinated and
services appropriately represented. Collier County EMS shall be allowed to conduct any reasonable
inspections or site visits and receive in a timely manner any statistical call volume information needed
to evaluate services, monitor complaints and address any quality of care issues.
If this item is not approved, the previously issued COPCN will continue until it expires so long as Just
Like Family Concierge Medical Transport Services, LLC does not change ownership pursuant to
Ordinance No. 04-12, Section 9.
ADVISORY BOARD RECOMMENDATION: The Emergency Medical Authority has reviewed the
application and by unanimous vote, supports the issuance of the COPCN.
FISCAL IMPACT: There is no fiscal impact to the Board for the granting of this cer tificate. The
Board is requested to accept and recognize as revenue in Fund (490) the $250.00 application fee with the
corresponding application.
GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact resulting from
this action.
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02/27/2018
LEGAL CONSIDERATIONS: Legal counsel for the Manager and his partners informed our Office
that Just Like Family Concierge Medical Transport Services, LLC will continue as the operator but that
the entirety of its stock will be purchased by Concierge Medical Transport Services, LLC making it the
controlling company, also known as Sole Member. The County Attorney’s Office will hold the COPCN
and Permit documents in escrow until closing of the transaction. Such transfer may be demonstrated by a
new operating agreement and stock purchase. Once the transfer has occurred the COPCN and Permit will
be finalized and routed for Chairman signature.
Ordinance No. 04-12, Section 7 states:
“The Board of County Commissioners shall not grant a certificate unless it shall find, after public
hearing and based on competent evidence that each of the following standards has been satisfied:
A. That there is a public necessity for the service. In making such determination, the Board of
County Commissioners shall consider, as a minimum, the following factors:
(1) The extent to which the proposed service is needed to improve the overall Emergency
Medical Services (EMS) capabilities of the County.
(2) The effect of the proposed service on existing services with respect to quality of
service and cost of service.
(3) The effect of the proposed service on the overall cost of EMS service in the
County.
(4) The effect of the proposed service on existing hospitals and other health care
facilities.
(5) The effect of the proposed service on personnel of existing services and the
availability of sufficient qualified personnel in the local area to adequately staff all
existing services.
(6) That the applicant has sufficient knowledge and experience to properly operate the
proposed service.
B. That, if applicable, there is an adequate revenue base for the proposed service.
C. That the proposed service will have sufficient personnel and equipment to adequately cover the
proposed service area.
Ordinance No. 04-12, Section 8 provides:
“In making the determinations provided for in Section 7 above, the Board may, in its sole discretion,
appoint a Hearing Officer to hold a public hearing and to make factual findings and conclusions as a
result of the hearing. Should a Hearing Officer be appointed, said Hearing Of ficer shall render a written
report to the Board within 30 days of the hearing, which report shall contain the officer's findings and
conclusions of fact, and a recommended order. The findings and conclusions of fact shall be binding
upon the Board, but the recommended order shall be advisory only.”
A copy of the application and staff comments are included with this Executive Summary.
This item is approved for form and legality and requires a majority vote. -JAB
RECOMMENDATION: That the Board of County Commissioners:
1. Accepts the findings of the Director of the Bureau of Emergency Services.
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02/27/2018
2. Accepts the recommendations of the Emergency Medical Authority.
3. Issues the Certificate of Public Convenience and Necessity to Just Like Family Concierge
Medical Transport Services, LLC for one year beginning upon transfer in control which shall
occur not later than October 31, 2018, for up to (3) three ambulances.
4. Authorizes the Chairman to execute the Permit and Certificate.
5. Approves a Budget Amendment to recognize and appropriate the $250 application fee.
Prepared by: Dan E. Summers, Director, Bureau of Emergency Services
ATTACHMENT(S)
1. Just Like Family Resubmitted CoPCN Application (PDF)
2. 2018 JLF Permit - signed new (PDF)
3. 2018 JLF Certificate - signed new (PDF)
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02/27/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.E.2
Doc ID: 4745
Item Summary: Recommendation to approve a Certificate of Public Convenience and Necessity
for non-emergency inter-facility ambulance transports to Just Like Family Concierge Medical Transport
Services, LLC to allow post-hospital intra-facility and inter-facility medical ambulance transfer services
to continue after an ownership change.
Meeting Date: 02/27/2018
Prepared by:
Title: Executive Secretary – Emergency Management
Name: Kathy Heinrichsberg
02/02/2018 12:18 PM
Submitted by:
Title: Division Director - Bureau of Emer Svc – Emergency Management
Name: Daniel Summers
02/02/2018 12:18 PM
Approved By:
Review:
Emergency Management Daniel Summers Additional Reviewer Completed 02/02/2018 12:19 PM
Administrative Services Department Paula Brethauer Level 1 Division Reviewer Completed 02/02/2018 3:32 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 02/05/2018 10:53 AM
Administrative Services Department Len Price Level 2 Division Administrator Review Completed 02/13/2018 4:45 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 02/14/2018 11:22 AM
Office of Management and Budget Laura Wells Additional Reviewer Completed 02/14/2018 1:55 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 02/20/2018 7:55 AM
County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 02/20/2018 10:52 AM
Board of County Commissioners MaryJo Brock Meeting Pending 02/27/2018 9:00 AM
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APPLICATION FOR
CERTIFICATE OF PUBLIC CONVENIENCE AND NECESSITY
CLASS TWO
CONCI ERG E M EDICAL TRANSPORT
16.E.2.a
Packet Pg. 1239 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
December 7,2017
Mr. Dan Summers
Collier County Emergency Management
8075 Lely Cultural Parkway
Naples, FL343,13
Re: Application for Certificate of Public Convenience and Necessity- Class 2
ALS Transfer
Dear Mr. Summers,
Enclosed p_lease find the Concierge Medical Transport, LLC., (or CMT) application
for a Certificate of Public Convenience and Necessity (COPCN) Class 2 ALS
Transfer.
I would like to inform you that there will be a change in ownership of Concierge
MedicalTransport. Charles Bacon, and Dr. Paul Hobaica will assume ownership of
Concierge Medical Transport upon the Collier County Board of Commissioners
issuance of COPCN. Charles Bacon has been COO of CMT for two years and will
continue to oversee the company. No other operational changes will be taking
place other than the ownership. CMT currently holds an Adva"nced Life Suppolt
Class Two COPCN for Collier County and is also certified by the State of Floiida as
an Advanced Life Support ground Ambulance. Concierge Medical Transport is a
healthy and.strong company that has been providing excellent uninterrupted
services to the residence and visitors of Collier County for two years now. We
look forward to continuing this service for many years to come.
lf you need any additional information, or find something to be missing in our
application, please do not hesitate to contact me.
with kind
/(
Charles Bacon
Ch ief O perati ng Office r/Owner
Concierge Medica I Transport
regardg
16.E.2.a
Packet Pg. 1240 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
An applicant for a certificate shall obtain forms from the department to be
completed and returned to the division administrator. Each application shall
co nta i n:
1. The name, age, and address of the owner of the ambulance or ALS
Operator, or if the owner is a corporation, then of the directors of the
corporation and of all the stockholders holding more than 25% of the
outstanding shares. For governmental units, this information shall be
supplied for members of the governing body
Owner Name and Age
. Charles Bacon, 47 years old, 50% Owner of LLC
. Paul Hobaica, 52 years old, 50% Owner
o Concierge Medical Transport , LLC. 3200 Bailey Ln.
Suite #117
Naples, FL 34105
. (239) 682-8907 www.ilfcmt.com cbacon@jlfserves.com
2. The boundaries of the territory desired to be served.
CMT currently services Collier County as a Class ll Advanced Life Support
provider.
3. The number and brief description of the ambulances or other vehicles
the applicant will have available
CMT currently has three Type llAdvanced Life Support ambulances
available within Collier County. They are available 24hours a day,365
days per year. CMT has the ability to purchase additional ambulances to
meet the needs of a growing population.
The address of the intended headquarters and any substations
Concierge Medical Transport is located at:
3200 Bailey Ln.
Suite #1,17
Naples, FL 34105
16.E.2.a
Packet Pg. 1241 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
4. The training and experience of the applicant.
Chief Operating Officer/Owner: Chuck Bacon, (Attachment )
Owner: Dr. Paul Hobaica, (Attachment)
Medical Director: jeffrey A. Panozzo, D.O., FACEP, serves as Medical
Director (Attachment )
5. The names and addresses of three Collier County residents who will
act as references for the applicant. (Letters available in Attachments)
Susan Takas, COO of Physicians Regional HealthCare System
Resident Collier County.
(Attach ment)
Taylor lves, Senior Vice President Wasserman Golf
Resident Collier County
(Attachment)
Laurance Baer, Owner Baer's Furniture
Resident Collier County
(Attachment)
Thomas Brown, CEO ALTA Health Group
Resident Collier County
(Attach me nt)
16.E.2.a
Packet Pg. 1242 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
6. A schedule of rates which the service intends to charge.
Code
4c,428
A.0429
Ato426
AO427
AO433
AO434
40425
AO999
Service Description
Basic Life Support Rate (Non-emergency)
Basic Life Support Rate (Emergency)
Advanced Life Support (Non-emergency)
Advanced Life Support (Emergency ALS Level 1-)
Advanced Life Support (ALS Level 2)
Specialty Care Transport Rate
Mileage (Per loaded mile)
Oxygen
Rate
s 3ss.oo
s 42s.OO
s 3ss.oo
S soo.oo
s 72s.OO
s so0.0o
S i_o.oo
S 4s.oo
7. Such other pertinent information as the administrator may require.
No additional information was requested from the administrator at the
time of submission.
An application or renewa! fee of S25O.OO. (Exception Collier County
EMS).
(Attachment )
Financia! data including assets and liabilities of the operator. A
schedule of all debts encumbering any equipment shall be included.
(Attachment )
8.
9.
16.E.2.a
Packet Pg. 1243 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
t.Thqt there is o public necessity for fhe service. In moking such
determinotion,lhe Boord of County Commissioners sholl consider, os o
minimum, ihe following foctors:
The following ore brief onswers to the questions thot ore listed in the
Medicql ironsportotion Concierge Medicol Tronsport (CMT) hos been in
service for opproximotely two yeors. ln this time CMT hos executed
Tronsportotion Services Agreements with oll of the mojor focilities within
Collier County including The Lee County Tronsfer Center. With these
ogreements CMT hos ironsported opproximotely ten thousond residents
ond visitors of Collier County. CMT's presence in the County hos posiiively
impocted hospitol dischorge times, 911 provider offlood times ond
ollowing continuous potient flow throughout the heolthcore system.
The extent to which the proposed seryice is needed fo improve the overoll
emergency medicol services (EMS) copobililies of the County.
CMT's service is needed to improve the overoll EMS copobilities by
improving focility dischorge times which ultimotely improve g1 1 provider
offlood times. CMT provides emergent tronsports from focility to focility
which keeps the 911 provider in service for true prehospitol emergencies.
CMT ossists in the event of moss cosuolty, ond or noturol emergencies.
CMT ossisted in multiple potient tronsports during the Brush Fires ond
Hurricone lrmo. This ogoin resulted in keeping the 911 provider in service
for the irue prehospitol emergencies.
Ihe effect of lhe proposed service on exisfing services wilh respecf fo
quolity of service ond cosf of service.
CMT will only positively offect services throughout the couniy. Focilities
ond potients hove o choice of o second ombulonce tronsport provider
thot con ossist in moving potients without extended woit times. The quolity
of service thot exists with CMT hos been proven. CMT strives to be o leoder
when if comes to quolity. This stems from the monogement teom, Medicol
Director ond the employees thot ore employed with CMT. We ore o high
quolity customer service driven compony. The cost of interfocility
ombulonce service is driven by the Medicore Reimbursement Rotes.
Ihe effect of |he proposed service on exisfing hospifols ond other heolth
core focilifies.
The effect on existing focilities ogoin hos been proven. CMT hos
Tronsportotion Services Agreements in ploce with oll of the mojor focilities
within Collier County. These controcts hove ollowed CMT to tronsport
2.
3.
4.
16.E.2.a
Packet Pg. 1244 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
multiple potients to ond from focilities resulting in shorter dischorge times
ond ollowing potients to be on time for scheduled oppointments. CMT is
port of the overoll heolthcore system in the County. Hospitols ond focilities
depend ond rely on CMT's ombulonce services.
5. Ihe effect of the proposed service on person nel of exisfing seryices ond
lhe ovoilobility of sufficienl quolified personnel in fhe locol oreo lo
odequofely stoff oll exisfing services.
The effect CMT hos on personnel is positive. CMT hos greot relotions with
oll of the 9l I providers os well os ottends oll of EMS reloted meetings
within Collier ond Lee Counties. This ollows CMT monogement teom to be
up to dote with Protocols, Quolity Assuronce, troining ond trending
chonges within the EMS community. CMT currently employs multiple port
time employees thot work full iime for locol 91 I providers. This is extremely
odvontogeous to CMT success. These employees come to CMT highly
troined ond extremely customer service driven. CMT continuously receives
requests for employment of EMT ond Poromedic. This cleorly shows thot
there ore mony highly troined individuols looking for employment.
6. Thol the oppliconf hos sufficienf knowledge ond experienc e Io properly
operote the proposed service.
CMT hos been in service for opproximotely two yeors ond hos proven itself
in this time. CMT COO Chorles Bocon hos olmost 30 yeors of experience in
the Fire EMS Field. CMT owner Dr. Poul Hoboico olso hos yeors of pre
hospitol EMS experience. Chorles ond Poul ore extremely octive in the
community ond hove been on influentiol leoders in the prehospitol oreno.
7. Thot, if opplicoble, fhere is on odequofe reyenue bose for lhe proposed
service.
CMT hos been in service for opproximotely two yeors ond hos odequote
revenue to mointoin services.
8. Thot the proposed service will hove sufficienf personnel ond equipment to
odequofely cover the proposed service oreo.
CMT hos been in service for opproximotely two yeors. CMT is currently
providing ombulonce tronsport within Collier County. CMT hos sufficient
personnel ond equipment to continue the odequote coveroge of Collier
County. CMT hos the obility to odd to its existing ombulonce fleet if
needed to keep up wiih the tronsportotion needs of the community.
16.E.2.a
Packet Pg. 1245 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
Detail by Entity Name
Florida Limited Liability Companv
JUST LIKE FAMILY CONCIERGE MEDICAL TRANSPORT SERVICES, LLC
Filinq lnformation
Document Number
FEI/EIN Number
Date Filed
State
Siatus
Last Event
Event Date Filed
Event Effective Date
Princioal Address
32OO BAILEY LANE.
SUITE 117
115000086517
NONE
05t15t2015
FL
ACTIVE
CORPORATE MERGER
05/16/2016
NONE
NAPLES, FL 34105
Changed: 05/09/2016
Mailinq Address
32OO BAILEY LANE,
sulTE 117
NAPLES, FL 34105
Changed: 05/09/2016
Reoistered Aoent Name & Address
NOVATT, JEFF, ESQ.
1415 PANTHER LANE
SUITE 327
NAPLES, FL 34109
Authorized Pelson(s) Detall
Name & Address
Tit|e MGR
NASSBERG, ELISABETH
32OO BAILEY LANE,
SUITE 117
NAPLES, FL 34105
16.E.2.a
Packet Pg. 1246 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
Electronic Articles of OrganizationFor
Florida Limited Liability Company
L1 5000086517
FILED 8:00 AM
Mav 15. 2015Sei. Of Statetburch
Article I
'fhe name of the Limited Liabilitv Company is:
JLIST [,IKE FAMILY CONCIERGE MEDICAL TRANSPORT SERVICES.
LLC
Article II
The street address of the principal offrce of the Limited Liability Compau is:
45OO EXECLTTIVE DRIVE
SUITE #205
NAPLES, FL. 34I19
The mailing address of the Limited Liability Company is:
45OO EXECLITIVE DRIVE
SLIITE #205
NAPLES, FL. 34I19
Article III
The name and Florida street address of the registered agent is:
JEFF NOVATT ESQ.
14I5 PANTHER LANE
SUITE 327
NAPLES. FL. 34109
Havins bccn named as regislered agenl and to accept service ofprocess for the above stated limited
liabili& companv at tlre place desig-nated in ttris ceriificate. I hereby accept dre appointrnent as registered
asent ixd asiee io act inthis capac-iw. I further agree to complv ri'itr f'd orovisions of all statute-s
re-lating to fie proper and complete derformance oTmy duties. rind I am fahiliar with and accept the
obligations of my position as registered agort.
Registered Agent Signature: JEFF NOVATT. ESQ.
16.E.2.a
Packet Pg. 1247 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
Article IV
The name and address of person(s) authorized to manage LLC:
Title: MGR
ELISABETH NASSBERG
45OO EXECUTIVE DRIVE, SUITE #205
NAPLES. FL. 34I19
Signature of member or an authorized representative
Electronic Signature: JEFF NOVATT. ESQ.
Ll 500008651 7
FILED 8:00 AM
Mav 15.2015Sei. Of Statetburch
I am the member or audrorized representative subnritting these Articles of Orsanization and affirm that the
facts staled herein are true. I am iru'arc that false inforfration submitted in a ilocument to the Deoarhnent
of State constitutes a third degree tblony as provided for in s.817.155. F.S. I understand the requirementto
file an annual report b-etween Januan' lstand lt{ay lst in the calendar vear following formationof the LLC
and even'vear drereafter to maintairi "active" statirs.
16.E.2.a
Packet Pg. 1248 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
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Packet Pg. 1249 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
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Packet Pg. 1250 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
LIST OF VEHICLES IN FTEET - 2017.18
MERCEOES
SPRINTER
wD3PE7CD8FP118959 Als PERMITflO19703 2015
MERCEDES
SPRINTER
WD3PE7CD9FP121112 Ats PERMlTS019541 2015
FORD TRANSIT 1FDYR2CM1HKAl5492 ALS PERMtTfo20462 2017
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16.E.2.a
Packet Pg. 1251 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
5:56 PM
12t15t17
Cash Basis
Concierge Medical Transport
Balance Sheet
As of November 30, 2017
ASSETS
Current Assets
Checking/Savings
1000 . Concierge Medica! Transport
Tota! Checking/Savings
Accounts Receivable
{200 . Accounts Receivable
1210 . Accounts Receivable Soneto
Total Accounts Receivable
Total Current Assets
TOTAL ASSETS
LIABILITIES & EQUITY
Liabllities
Current Liabilities
Other Current Liabilitles
!nsurance Payable
Total Other Current Liabilities
Total Current Liabilities
Total Liabilities
Equity
Additional Paid-in Capital
30000' Opening Balance Equity
32000' Retained Earnings
Net lncome
Total Equlty
TOTAL LIABILITIES & EQUITY
Nov 30, l7
82,056.27
82,056.27
1 35, I 67.35
-461.00
134,706.35
216,762.62
216,762.62:
-4,830.20
-4,830.20
-4,830.20
-4,830.20
455,589.33
1 35,1 67.35
-275,826.',t5
-93,337.71
221,592.82
216,762.62
Page 1
16.E.2.a
Packet Pg. 1252 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
C HAR LES BACO N
PHONE (239) 23.| _610'I . CBACON@JLFSERVICES.COM
PROFESSIONAL EXPERI ENCE
2016-present Concierge Medical Transport, Naples, FL
Chief Operating Officer
. Oversees Quality Assurance Committee.
. Oversee all operations.
o Keep up to date on all state rules and regulations to
keep license current and In compliance. (401, 64J)
. Work with hospitals and facilities on all contractual and
insurance needs with Medicare and lnter-facility
transport needs
. Oversees EMSTARS
. Works directly with Medical Director for Protocol
Development, training, and f uture projects and
education.
2006-2016 North Collier Fire Rescue District Naples, FL
Captain EMS Coordinator
. Oversees the operational component of the Advanced
Life Support program within the District.
. Oversee medical supply purchasing and budget.
. Oversees and develops lncident Action Plans for all
special events within the district
. Works with Medical Director as part of the Quality
Assurance Committee
o Provides lncident Command at complex high acuity g'l l
calls for service.
. Sits and has chaired on multiple regional comities,
councils that steer pre hospltal emergency medicine.
2000-2006 North Naples Fire Rescue District, Naples, FL
Fire Fighter Paramedic
16.E.2.a
Packet Pg. 1253 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
o Provided Fire Fighter Paramedic duties.
. lnvolved in Quality Assurance Committee.
1994-2000 Hingham Fire Rescue, Hingham, MA
Fire Fighter Paramedic Assistant EMS Coordinator
. Provided Fire Fighter Paramedic Duties
o Assisted in Quality Assurance, Protocol Development
. lmplemented new software for EPCR documentation
. Maintained State Compliancy for Medical Supply.
1994-2000 South Shore Hospital, Weymouth, MA
Paramedic
. Provided Paramedic duties that included pre hospital
and hospital based services.
1989-1994 Fallon Ambulance Seryice, Milton MA
EMT/Paramedic
. Provided EMT and Paramedic services. This included
911 calls for service as well as lnter Facility transports.
16.E.2.a
Packet Pg. 1254 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
Curriculum Vilae
Paul J. Hobaica, M.D.
4202 Silver Fox Drive
Naples, FL 341 l9
239-598-0923
PHobaica@comcast.net
EDUCATION:
Medical School: St. George's University School of Medicine
Doctor of Medicine degree
University of Massachusetts Medical Center
Residency in Intemal Medicine
Undergraduate: Bridgewater State College, Bridgewater, MA
Bachelor of Science degree in Business Management
Major: Business Management; Minor: Biology
Stonehill College, South Easton, MA
University of Massachusetts, Boston, MA
EMPLOYMENT: ArthrexMedicalCenter
Medical Director/ Corporate Health and Wellness
Physicians Regional Medical Center
Director Executive Health/Occupation Medicine
FirstCare Clinic/AccessMD-, Naples, Florida
Private Healthcare for First Responders
Naples, Florida
Naples Urgent Care
Medical Director/ Staff Physician/Partner
University of Massachusetts Medical Center
Department of Internal Medicine- Medical Resident
Easton Pool and Spa Inc., South Easton, MA
Partner/ Owner. Vice President of Operations
Town of West Bridgewater Fire-Department
Fire-Fighter/ Emergency Medical Technician
Ambulance Systems of America
Emergency Medical Technician
1992-1996
t996-1999
I 983- I 988
1990-1991
1991-1992
20 I 1 -Present
Jan 08-201 I
2007-Present
2000-2007
1996-1999
I 979-present
l 989-200 l
1986-1992
LICENSES: Florida Medical License 1999- Current
Massachusetts Medical License 1996 -Current
ACLS/ BLS Certificate 1994 - present
USMLE, Step I, II, & III 1994,1995,1997
Emergency Medical Technician 1986-2000
AFFILIATIONS: American Board of InternalMedicine 1999-Present
American College of Physicians 1998-present
INTERESTS: Pre-Hospital Medical Care/EMS, Tele Health, Corporate Wellness
Occupational Health, First Responder Health
REFERENCES: Available Upon Request
16.E.2.a
Packet Pg. 1255 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
Curriculum Vitae
4726Tumstone Ct.
Naples, Fl 34119
Phone: 239-877-7778
JPDO@aol.com
Eouc,rrroN
Doctor of Osteopathic Medicine
Chicago College of Osteopathic Medicine
Bachelor of Science
Loyola University
Chicago. lllinois
PRoressroxlt- TRll xlxc
June 1989
May 1981
Internship
Chicago College of Osteopathic Medicine
Chicago, Illinois
Emergency Medicine Residency
Cook County Hospital
Chicago, Illinois
ClnnBn Expenrsxcns
1989-1990
1990-1993
Chairman of Emergency Medicine
Medical Director of the Emergency Department
NCH North Collier/TEAMHealth FMD
Naples Florida
A high acuity, high volume comprehensive Emergency Department
Chairman of Emergency Medicine
Medical Director of the Emergency Department
PRMC
Naples, Florida
EMS Medical Director
North Collier Fire and Rescue District (formerly North Naples Fire)
Naples, Florida
Senior Staff Physician- ER Doctors, Ltd.
Community Hospital of Ottawa, Mendota Community Hospital,
2012-present
2006-2012
2006-2012
2007-present
1995-2006
16.E.2.a
Packet Pg. 1256 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
Sandwich Hospital, Illinois Valley Hospital
Ottawa, Mendota, Sandwich, and Princeton, Illinois
Assistant Medical Director of the Emergency Department 1993-2004
Gottlieb Memorial Hospital
Melrose Park, Illinois
PnoressroNAl CREDENTIALS
Fellow of the American College of Emergency Medicine 1994-present
Osteopathic Physician and Surgeon 1993-present
Member of Numerous Professional Medical Organizations
Hrcur-rcHTED CAREER SUMMATIoN
Clinical Instructor- Emergency Medicine Residencies 1993-2004
Cook County Hospital and University of Chicago
EMS Medical Director Gotllieb Memorial Hospital 1997-2004
Affiliated with Loyola, Edward and Downers Grove EMS Programs
Vice Chief of Staff 2009-2011
PRMC
Active Member and Chair of Numerous Hospital Based Committees 1993-present
Multiple Presentations, Lectures and Educational Preceptorships
Certified FF II, NREMT-P, ERT, Flight Paramedic 1981-1990
Clinical Affiliate- Emergency Medicine. Nova Southeastern 2007-present
University College of Medicine and Health Care Sciences
Teaching Emergency Medicine to Medical and PA Students
Board Member- Collier Drug Free 2014-2015
Board Member Collier County EMS Advisory Board/?ublic Service 2006-2014
Authority
Founding Member, Step Wise Collier- Fall Prevention Coalition 2014-present
16.E.2.a
Packet Pg. 1257 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
AC#
The OSTEOPATHIC PHYSICIAN
named below has met all requirements of
the laws and rules of the state of Florida.
Expiration Date: MARCH 31,2018
JEFFREY A. PANOZZO
ATTN: EMERGENCY MEDICINE
NAPLES COMMUNITY HOSPITAL
NAPLES, FL 34119
STATE OF FLORIDA
DEPARTMENT OF HEALTH
DIVISION OF MEDICAL QUALITY ASSURANCE
REQUIRED BY LAW
DATE LICENSE NO.CONTROL NO
0711412016 os 9974 59219
GOVERNOR and Secretary
16.E.2.a
Packet Pg. 1258 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
PANOZZO, JEFFREY A DO
JUST LIKE'FAMILY MEDICAL CONSIERGE TRANS
45OO EXECUTIVE DR.
sutTE 205
NAPLES, FL 341 19-0000-000
1,,IIl,l,,l,r,11,,,lll,1,,I1,,,I1,,,11,,,11,,,ll,r,I!,,,It,
CONTROTLED SUSSTAIICE REOISTRAIION CERIIFICATE
UNTTEO SIATES DEPARNTENT OF JU9TICE
ORUO ENFORCEII/IEi'T ADUIMSTRANON
wAsHt}{gToN D.C.20537
,LIKE FAMILY MEOICAL CONS]ERGE TRANSPORT
EXECUTIVE DR.
FL 34r19{000
66ctlG ea lnd :000 C2t UsC 824 rnd og0 ol he CodrotedSuE['n€s Act ol 1e70, a! lmaracd, Flr,dr thd lhr AlbrneyGaEd mry tddre o s,Sand s rlgiltdrcn b marutrctqe,
dltfdhrf!, d?.cra, tnpdt or erpdl s mbolLd srrbirnca.
TIIIS CERTIFICATE 18IIOT IMNSFEMBLE OI{ CHAilOE OF
owNER3Hp, CONIFO\ LOCAIION, OR Br ilrESS A6MTY.
AilO rI 18 NO' VALIO AFIER THC EXFTRANON DA?E.
CON'ROLLED SUBTiTANCE REGISTRATIOTI CERTIFICATE
UNITED STAIES DEPARTII,ENT OF .I.,STICE
DRUG ENFORCEMEM ADMINISTRATION
WASHINGTON D,C.20537
2,2N,
3,3N,4,5,
PRACTITIONER 01.11
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JUST LIKE FAMILY MEDICAL CONSIERGE TRANSPORT
45OO EXECUTIVE DR.
NAPLES, FL 34119.0000
Sedlons 304 end t008 (21 usc 82/t In 958) oltho
ConHlad Substencos Ad ol 1970, 8r enloft,od,
provldo that the Attorncy Ganar.l rngy rEvoko orlu8pcd a fsglstre$on lo manufectuG, dirtribute,
dl!p6n8a, lmpon of .xpo.l e conllollad suD8l8nca.
Ttlls CERTIFICATE lS NOT TRANSFERAaLE ON CHANGE OF OyVl.lERSHlP, CONTRO| , LOCAIION, OR BUSTNESS ACTMTv,
ANO IT IS NOT VruD AFTER THE O(PIRANON DATE.
FP5736585 0$31-2019 $731
16.E.2.a
Packet Pg. 1259 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
^N'ALTA
HEALTH GROUP
I'ilTlllitT (-l8N I lrllll] " ,il!()U:l,t!i.Xiit ]l&i.! f.iN
December 20,20L7
To: Collier County Commissioners
Re: Change of Ownership Concierge Medical Transportation
PaulJ. Hobaica, MD
It is my pleasure to write a letter of recommendation for Dr. Hobaica and endorse
him in a new ownership position of concierge Medical Transportation.
I have known Paul for about seven years in both a personal and professional
capacity. He is a very honorable and capable individual and would be a real asset
to any organization and certainly to medical service one.
Paul resides in Naples at 42A2 Silver Fox Drive and is active in many civic events
and causes.
I highly recommend the commissioners approve the new ownership for a COpCN
certificate to own and operate concierge Medical Transportation.
Sincerelv vours.
#$illlr,L
Thomas G. Brown
Chief Executive Officer
29r&ts B:
Tel 239-434-6000 . Fax 239 -434-6008
www.Al taHeak}rGro up. co m
16.E.2.a
Packet Pg. 1260 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
ffi wASsE RMAN
Best regards,
'io/*/u
Taylor Ives
To:
Re:
Senior Vice President, Wasserman Golf
December 19.241'7
Collier County Commissioners
Change of Ownership - Concierge Medical Transportation
Paul J. Hobaica, MD
It is with great pleasure that I offer you this letter of recommendation for Dr. Paul Hobaica to take an ownership
position rvith Concierge Medical Transportarion, a Coilier County based company.
llar ing had the privilege to know Dr. Hobaica on both a professional and personal level since I relocated to
Naples in 2001 , I fully support his potential involvement with Concierge Medical Transportation. Paul is not
only well respected in the medical community in whicir he works but also in the community ofNaples in which
he lives.
Paul and his f'amily reside at 4202 Silver Fox Drive, Naples, Florida 341 I 9 and he is supponive of many civic
events and causes. In fact, since 2001, I har-e been forhlnate enough to work closely with Dr. Hobaica in his
volunteer role of Medical Director for the PGA TOUR's QBE Shootout which is played annually at Tiburon
Golf Club. The countless hours Paul contributes to that charitable event and many like it are incredibly valuable
to the county.
I fully support and recommend the commissioners approve the new ownership for a COPCN certificate to own
and operate Corrcierge Medical Transportation. If I can ans\rer any questions of the commissioners, I am happy
to do so and can be reached on239 254 9770.
90l0StrddaStellCourt.Suite202,Naples.Florida34l09 [p] (239)254-9770 [w] rearnwasscorn
16.E.2.a
Packet Pg. 1261 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
URNITU
December 20,2417
To: Collier County Commission
Re: COPCN certificate for Dr. Paul Hobaica
I am writing this letter on behalf of Dr. Paul Hobaica in regard to his purchase of the Concierge Medical
Transportation Corporation.
I have known Dr. Hobiaca as one of his patients and as a neighbor for over 12 years. During that time I
have gotten to know Dr. Hobaica very well and can confidently vouch for his character and abilities.
Dr. Hobaica lives at 4202 Silver Fox Drive. I became his next door neighbor in 2005 and we both have
children of similar age. Over the years we have interacted personally and professionally, I was
impressed initially when I learned of how Dr. Hobaica's childhood admiration and interest in the Fire
Department and EMS had motivated him to pursue a career in medicine. I have been more impressed,
as time has passed, to see that those same passions continue to motivate him today to become a better
physician, and how he has a genuine interest in helping others.
I have been present over the years day or night, weekday and weekend, when Dr. Hobaica has
interrupted whatever he was doing to stop and help someone who had an emergency of had a specific
medical issue or need. I have seen many times where he helped, gave advice or recommendations to
people that did not have the means to pay him. As a cancer survivor, there were many times when I had
my own questions or concerns, and he never hesitated to help and or do the work to stay up on the
latest information in regard to my own long term health and care.
I highly recommend that the commission approves Dr. Hobaica for a COPCN certificate which would give
him the ability to own and operate Concierge Medical Transportation. He is an asset to out community.
Sincerely,
Laurance Ba
Baers Furniture
I5485 TAMIAMI TRAIL NORTH, NAPLES, FLORIDA 34IIO
PHONE:239.513.2237 I FAX: 239.596.6663 I BAERS.COM
,S
I NC.
16.E.2.a
Packet Pg. 1262 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
fri XIil*lnt*#GroNAL
December t8,2077
To Whom lt May Concern:
As a resident of the Collier County community, I am strongly in support of Concierge Transport Services.
I have interacted with the leadership and staff of Concierge Transport Services in my professional
position and I am impressed with the level of service they provide to our community. I personally
believe that competition for services can raise the level of quality and service provided to the patients. I
truly believe that having a second medical transport company in Collier County has been a positive
addition to our community and the patients that are served by these strong organizations.
Sincerely,
"t
{trt,tr 0J
Susan Takacs
Chief Operating Officer
collier Boulevard campus . 8300 collier Blvd., Naple s,FL 34Lr4 . (239)354-6000
Pine fudge Campus ' 6101 pine tudge Road, Napies, FL 34r ti - 1zls,134g-4000
www.PhysiciansRegional.com
16.E.2.a
Packet Pg. 1263 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
E E
LEE HEALTH
LZ/23/2077
To whom it may concern:
I have known and worked collaboratively with Chuck Bacon for the past 8
years. Chuck and I have worked professionally together in the roles of public
safety administration, pre-hospital quality management, medical delivery
performance improvement, and critical transportation services.
Chuck is held in high regard by the Trauma Department and others in the
local emergency response and public health sectors. Chuck's long time service
to the surrounding community has helped to support successful coordination
and collaboration of emergency response teams with their various roles. His
ongoing advocacy for the ill and injured patient always puts the care of the
patient first and foremost and the quality of care delivery has continued to
improve over the years due in part to Chuck's dedicated leadership. He has
willingly been a major voice for effective, appropriate and timely emergency
response and transportation with a patient first focus. He has been an
effective advocate for development and implementation of emergency
policies and protocols in numerous settings including quality management,
peer reviews, and public policy development when warranted.
Chuck's leadership and partnership has been one of the key factors to our
success in serving patients, families and clinicians throughout Collier County
and the Trauma Services District (encompassing Lee, Charlotte, Hendry and
Glades counties). Chuck is a trusted advisor and we value his observations
and input. Chuck is a consummate professional of high moral and ethical
character and it is my sincere pleasure to be asked to compose this Ietter on
Chuck's behalf.
As our Southwest Florida region has grown and changed over the years,
chuck has shown that he is crucial to answer to the changing needs of our
community in pursuit of emergency transportation excellence, and public
safety. Please feel free to contact me if you require any further information.
Sincerely,
Michael Marcus RN, CEN
Trauma Program Manager
Lee County Trauma Services District
Michael.Marcus@ LeeHealth.org
RTNC
2780 cleveland Ave., Suite 7o2, Fort Myers, FL 33901 . 239-243-3474 . LeeHeatth.org
16.E.2.a
Packet Pg. 1264 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
fri Xxl';:#!:,,HGroNAL
December 18,2077
To Whom lt May Concern:
Physicians Regional Healthcare System is a strong supporter of Concierge Transport Services in Collier
County' Concierge has been a good partner to our healthcare system over the past few years. We have
utilized their services frequently to assist us with intrafacility transport within our two hospitals. Their
services have positively impacted our patient's experiences and our ability to care for our patients
between our two campuses. Additionally, we utilized Concierge to transport our patients to outside
facilities - and again, their support and level of service are excellent,
We support having a choice for medical transport services in Collier County and highly recommend
Concierge Transport Services as a provider to our community.
Sincerely,
---?\A/M
Scott Lowe
Chief Executive Officer
collier Boulevard Campus . 8300 collier Blvd., Naples, FL 34114 . (239) 354-d000
Pine Ridge Campus . 6101 Pine Ridge Road, Naples, FL 34119 . (z3g)34g4000
www.PhysiciansRegional.com
16.E.2.a
Packet Pg. 1265 Attachment: Just Like Family Resubmitted CoPCN Application (4745 : Just Like Family Concierge)
COLLIER COUNTY FLORIDA
Chcr'2u COPCI|I
Name of service: Jr"t Lik" F*ily cor"ioo" M"di""l T**n so,ri"", LLC
Name of Owner: Concierqe MedicalTransoort Services. LLC
Principle Address of Service: 201 Pioer Boulevard
Suite 24
Naoles. FL 341l0
Bnsiness Tclephone: Q39) 652-8907
Description of Service: tnter-facilitv for Collier County
Number of Ambulances: (3) Three
See attacbment See 4pplication forvehicle inforrnaion
This permit as provided by Ordinance No. 2004-12, as amended, shall allowthe above
named Ambulance Service to operate intra-facility, inter-facility and out of county
tratNports for a fee or charge for the following alea(s): Collier County for one year
from the date executed hereon" except that this permit may be revoked by the Board of
County Commissioners of Collier County at any time the scrvice named herein shallfail to comply with any local, sate or federal laws or rcgulation application to the
provisions of Emergency Medical Services.
Issued and approved this __ day of
ATTEST: CLERK
DWIGIIT E. BROCK
2018
BOARD OF COI'NTY
COMMISSIONERS COLLIER COI.'NTY,
FLORIDA
, Deputy Clerk
Approved as to form and legality:
Jennifer A. Bclpedio
Assistant County Attomey
Andy Solis, Chaimun
16.E.2.b
Packet Pg. 1266 Attachment: 2018 JLF Permit - signed new (4745 : Just Like Family Concierge)
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16.E.2.c
Packet Pg. 1267 Attachment: 2018 JLF Certificate - signed new (4745 : Just Like Family Concierge)