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Agenda 10/23/2012 Item #16K1 10/23/2012 Item 16.K.1. EXECUTIVE SUMMARY Recommendation to approve and authorize the Chairman to sign a Settlement Agreement prior to trial in the lawsuit entitled Darling Elie, individually and as Guardian of Jadarrien Elie, a minor child v. Collier County, et. al., filed in the Twentieth Judicial Circuit in and for Collier County, Florida, Case No. 07-1463-CA for the sum of$334, to settle the consortium claim for the minor child. OBJECTIVE: Recommendation to approve the settlement for Jadarrien Elie, the minor child, in the lawsuit filed by Darling Elie, individually and as Guardian of Jadarrien Elie, a minor child, against the Board of County Commissioners, for the sum of$334.00 and authorize the Chairman to execute the Settlement Agreement. CONSIDERATIONS: On October 12, 2004, the Plaintiff, Darling Elie, was being transported by Collier County EMS from Immokalee to North Collier Hospital while in labor with her first child. On that night there was heavy rain and the ambulance hydroplaned causing the ambulance driver to lose control of the vehicle. The ambulance spun around and ultimately overturned. The ambulance itself broke apart causing the rear occupants, Plaintiff and a County Paramedic, to be ejected from the ambulance. The Plaintiff suffered significant injuries causing the Plaintiff to be airlifted to the trauma center in Lee County. The Plaintiffs child, Jadarrien Elie, was born without any significant injury. After review, the County, through the Risk Management Department and County Attorney's Office, agreed to settle the minor child's consortium claim for $334.00, the total amount of Medicaid lien. The parties have agreed to settle this part of the case in an effort to narrow the issues for trial. The Plaintiff Darling Elie's claims remain and trial is expected in 2013. FISCAL IMPACT: Funds are budgeted and available in Fund 516, Property & Casualty Insurance Fund and the total impact will be $334.00. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this Executive Summary. LEGAL CONSIDERATIONS: The County Attorney's Office has reviewed this settlement with the Risk Management Department and recommends that the Board of County Commissioners approve this Settlement Agreement. This item is legally sufficient for Board action and requires a majority vote for approval. —CMG RECOMMENDATION: For the Board of County Commissioners to accept the settlement for Jadarrien Elie, the minor child's claims in the lawsuit filed against the Board of County Commissioners by Darling Elie, individually and as Guardian of Jadarrien Elie, a minor child, in the Twentieth Judicial Circuit Court for the sum of $334.00 and authorize the Chairman to execute the Settlement Agreement. Prepared by: Colleen M. Greene, Assistant County Attorney 04.0411/4825 Packet Page-2114- 10/23/2012 Item 16.K.1 . COLLIER COUNTY Board of County Commissioners Item Number: 16.K.1. Item Summary: Recommendation to approve and authorize the Chairman to sign a Settlement Agreement prior to trial in the lawsuit entitled Darling Elie, individually and as Guardian of Jadarrien Elie, a minor child v. Collier County, et. al., filed in the Twentieth Judicial Circuit in and for Collier County, Florida, Case No. 07-1463-CA for the sum of$334,to settle the consortium claim for the minor child. Meeting Date: 10/23/2012 Prepared By Name: NeetVirginia Title: Legal Assistant/Paralegal,County Attorney 10/8/2012 8:59:48 AM Submitted by Title:Assistant County Attorney,County Attorney Name: GreeneColleen 10/8/2012 8:59:49 AM Approved By Name: WalkerJeff Title: Director-Risk Management,Risk Management Date: 10/8/2012 11:45:58 AM Name: GreeneColleen Title: Assistant County Attorney,County Attorney Date: 10/8/2012 2:06:08 PM Name: FinnEd Title: Senior Budget Analyst, OMB Date: 10/9/2012 5:35:56 PM Name: KlatzkowJeff Title: County Attorney Packet Page -2115- 10/23/2012 Item 16.K.1. Date: 10/10/2012 3:39:02 PM Name: SheffieldMichael Title:Manager-Business Operations, CMO Date: 10/11/2012 2:48:22 PM Packet Page-2116- 10/23/2012 Item 16.K.1. SETTLEMENT AGREEMENT AND MUTUAL RELEASE THIS SETTLEMENT AGREEMENT AND MUTUAL RELEASE (hereinafter referred to as the "Agreement and Release") is entered into and made on this day of October, 2012 by and between DARLING ELIE, as Guardian of JADARRIEN ELIE, a minor child, (hereinafter referred to as "Plaintiff') and Board of County Commissioners for Collier County (hereinafter referred to as the "County"). WITNESSETH: WHEREAS, Plaintiff filed a lawsuit against the County in the Circuit Court for the Twentieth Judicial Circuit in and for Collier County, Florida, styled DARLING ELIE, individually and As Guardian of JADARRIEN ELIE, a minor child, v. Collier County, et. al., Case No. 07-1463-CA (hereinafter referred to as the "Lawsuit"); and WHEREAS, Plaintiff and the County, without either party admitting any liability or fault, desire to settle JADRRIEN ELIE, the minor child's, allegations made in the Complaint filed in the Lawsuit and any and all disputes that arise from, relate or refer in any way, whether directly or indirectly, known or unknown, to the incidents described in the Complaint; and WHEREAS, the Plaintiff Darling Elie's claim remains disputed and is not included in this Settlement Agreement; and WHEREAS, Plaintiff and the County desire to reduce their settlement to a writing so that it shall be binding upon them as well as their respective owners, principals, elected officials, officers, employees, ex-employees, agents, attorneys, representatives, insurers, spouses, successors, assigns, heirs and affiliates; and WHEREAS, Plaintiff agrees and covenant to fully comply with all applicable Medicare laws and liens specifically including 42 USC § 1395y. 1 Packet Page -2117- 10/23/2012 Item 16.K.1 . NOW, THEREFORE, in consideration of the mutual covenants, promises and consideration set forth in this Agreement and Release, and with the intent to be legally bound, Plaintiff and the County agree as follows: 1. Plaintiff and the County adopt and incorporate the foregoing recitals, sometimes referred to as 'Whereas Clauses", by reference into this Agreement and Release. 2. In consideration of the resolution of all disputes or claims arising from or referring or relating in any way, whether directly or indirectly, to the Lawsuit, and for and in consideration of the sum of Three Hundred Thirty-Four Dollars and 00/100 ($334.00) and other valuable consideration, the receipt and adequacy of which is hereby acknowledged by Plaintiff, Plaintiff agrees to dismiss the Lawsuit with prejudice. 3. In consideration of the resolution of the minor child's consortium claim in Also this Lawsuit, and for other good and valuable consideration, the receipt and adequacy of which is hereby acknowledged, Plaintiff, on behalf of her minor child Jadarrien Elie and his attorneys, agents, representatives, insurers, heirs, successors and assigns, hereby expressly releases and forever discharges the County, as well as its elected officials, officers, employees, ex-employees, agents, attorneys, representatives, successors, assigns, insurers and affiliates from any and all claims, demands, causes of actions, damages, costs, attorney's fees, expenses and obligations of any kind or nature whatsoever that they have asserted or could have asserted in the Lawsuit or that arise from or relate or refer in any way, whether directly or indirectly, to the Lawsuit or any incident, event or allegation referred to or made in the Complaint in the Lawsuit 2 Packet Page-2118- 10/23/2012 Item 16.K.1. specifically for the allegations pertaining to the minor child Jadarrien Elie. The Plaintiff Darling Elie's claim remains disputed and is not included in this Settlement Agreement. 4. Notwithstanding anything that may be to the contrary in Paragraph 3 of this Agreement and Release, Plaintiff and on behalf of Jadarrien Elie and the County agree that either of them (as well as any other persons or entities intended to be bound) shall, in the event of any breach, retain the right to enforce the terms and conditions of this Agreement and Release. 5. Plaintiff agrees and covenants to fully comply with all applicable Medicare laws and liens specifically including 42 USC § 1395y. 6. Plaintiff and the County acknowledge and agree that this Agreement and Release is intended to and shall be binding upon their respective owners, principals, officials, officers, employees, ex-employees, agents, attorneys, representatives, insurers, successors, assigns, spouses, heirs, and affiliates. 7. Plaintiff and the County recognize and acknowledge that this Agreement and Release memorializes and states a settlement of disputed claims and nothing in this Agreement and Release shall be construed to be an admission of any kind, whether of fault, liability, or of a particular policy or procedure, on the part of either Plaintiff or the County. 8. Plaintiff and the County acknowledge and agree that this Agreement and Release is the product of mutual negotiation and no doubtful or ambiguous language or provision in this Agreement and Release is to be construed against any party based upon a claim that the party drafted the ambiguous provision or language or that the party was intended to be benefited by the ambiguous provision or language. 3 Packet Page -2119- 10/23/2012 Item 16.K.1. 9. This Agreement and Release may be amended only by a written instrument specifically referring to this Agreement and Release and executed with the same formalities as this Agreement and Release. 10. In the event of an alleged breach of this Agreement and Release, Plaintiff and the County agree that all underlying causes of action or claims of Jadarrien Elie have been extinguished by this Agreement and Release and that the sole remedy for breach of this Agreement and Release shall be for specific performance of its terms and conditions or any damages arising from the breach. In this regard, Plaintiff and the County further agree that the sole venue for any such action shall be in the Twentieth Judicial Circuit in and for Collier County, Florida in Naples, Florida. 11. This Agreement and Release shall be governed by the laws of the State of Florida. Auk 12. Plaintiff and Plaintiffs attorney shall be solely responsible for any Medicare lien or other liens that apply to Jadarrien Elie as referenced in the attached Addendum. IN WITNESS WHEREOF, Plaintiff, and the County have signed and sealed this Agreement and Release as set forth below. [Signature page to follow] Aiwk 4 Packet Page-2120- 10/23/2012 Item 16.K.1 . Date: ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk OF COLLIER COUNTY, FLORIDA By: Deputy Clerk FRED W. COYLE, Chairman Approved as to form and legal sufficiency: By: •Ileen M. Greene DARLING ELIE, as Guardian of Assistant County Attorney JADARRIEN ELIE, a minor child STATE OF COUNTY OF THIS SETTLEMENT AGREEMENT AND RELEASE BETWEEN PLAINTIFF AND COLLIER COUNTY, FLORIDA WAS SWORN TO and subscribed by DARLING ELIE, as Guardian of JADARRIEN ELIE, a minor child before me on this day of , 2012. Personally Known Signature of Notary Public or Produced Identification Commissioned Name of Notary Public Type of Identification Produced (Please print, type or stamp) My Commission expires: 04.0411/4826 5 Packet Page -2121- 10/23/2012 Item 16.K.1 . ADDENDUM TO SETTLEMENT AGREEMENT AND GENERAL RELEASE Representations With Regard to Medicare's Interests Releasor hereby warrants and represents that I presently am not, nor have ever been enrolled in Medicare Part A or Part B. Further, I have no claim for Social Security Disability benefits nor am I appealing or re-filing for Social Security Disability benefits. Medicare's Interests In reaching agreement on the terms of this Release, the parties acknowledge Releasor's possible entitlement to Social Security disability benefits pursuant to 42 U.S.C.§ 423,and receipt of Medicare or Medicaid benefits under 42 U.S.0§ 1395y,as well as the entitlement of the Centers for Medicare and Medicaid Services ("CMS") to subrogation and intervention,pursuant to 42 U.S.C.§1395y(b)(2) to recover any overpayment made by CMS.The parties to this Release agree that this Release is not intended to shift to CMS the responsibility for payment of medical expenses for the treatment of injury related conditions. The parties agree that this settlement is intended to provide Releasor a lump sum and/or future periodic payment which will foreclose Releasee's responsibility for future payment of all injury related medical expenses. Non-reimbursable Expenses (where there is an MSA or other future medical expense consideration) The parties to this Release understand that many common medical expenses are not payable or reimbursable under the Medicare program. These medical expenses,not covered by Medicare but necessary in the ongoing treatment of the Releasor's injury,and without an admission of liability on the part of the Releasee, have been taken into consideration in the calculation and settlement of Releasor's future medical expenses. Funds for these non-Medicare covered medical expenses have been included in the lump sum settlement amount and shall not be paid from any Medicare allocation amount. Packet Page-2122- 10/23/2012 Item 16.K.1. Benefit Eligibility Releasor acknowledges that any decision regarding entitlement to Social Security benefits or Medicare or Medicaid benefits, including the amount and duration of payments and offset reimbursement for prior payments is exclusively within the jurisdiction of the Social Security Administration, the United States Government, and the U.S. Federal Courts, and is determined by Federal law and regulations. As such, the United States Government is not bound by any of the terms of this Release. Future Benefits Releasor has been apprised of his/her right to seek assistance from legal counsel of his/her choosing or directly from the Social Security Administration or other government agencies regarding the impact this Release may have on Releasor's current or future entitlement to Social Security or other governmental benefits. Releasor acknowledges that acceptance of these settlement funds may affect Releasor's rights to other governmental benefits, insurance benefits, disability benefits, or pension benefits. Notwithstanding this possibility, Releasor desires to enter into this Release agreement to settle his/her injury claim according to the terms set forth in this Release. Medicare Recovery Action Releasor agrees to hold harmless, indemnify and defend Releasee from any cause of action, including, but not limited to, an action by CMS to recover or recoup Medicare benefits or loss of Medicare benefits,if CMS determines that the money set-aside has been spent inappropriately or for any recovery sought by Medicare, including past, present, and future and/or conditional payments. Releasor agrees not to use designated Medicare allocation funds to pay claims for conditional payments that may have been made by Medicare. Page 2 of 4 Packet Page -2123- 10/23/2012 Item 16.K.1. Complete Understanding Releasor hereby declares that the terms of this Release have been completely read and are fully understood and voluntarily accepted for the purpose of making a full and final settlement of any and all claims,disputed or otherwise,on account of injuries and/or damages related to the Claims set forth herein, and for the express purpose of precluding forever any further additional claims against the Release arising out of the aforesaid incident, accident or occurrence. As to the releaser only: Releasor Name Date Darling Elie, as Guardian of Jadarrien Elie, a minor child Releasor Address STATE OF 4 COUNTY OF THIS ADDENDUM TO SETTLEMENT AGREEMENT AND MUTUAL RELEASE BETWEEN PLAINTIFF AND COLLIER COUNTY, FLORIDA WAS SWORN TO and subscribed by Darling Elie,as Guardian of Jadarrien Elie,a minor child, before me on this day of , 2012. Personally Known Signature of Notary Public or Produced Identification Commissioned Name of Notary Public Type of Identification Produced (Please print, type or stamp) My Commission expires: As to the releasee only: Page 3 of 4 Packet Page -2124- I 10/23/2012 Item 16.K.1 . BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA Releasee Date Fred W. Coyle, Chairman c/o Office of the County Attorney, 3299 Tamiami Trail, East, Suite 800, Naples, Florida 34112 Releasee Address ATTEST: DWIGHT E. BROCK, Clerk Deputy Clerk Approved as to form and legal sufficiency: - ) olleen M. Greene Assistant County Attorney 04.0411/4827 Page 4 of 4 Packet Page -2125-