Agenda 09/13/2011 Item #16K49/13/2011 Item 16.K.4.
EU UTIVE SUMMARY
Recommendation to approve a settlement in the lawsuit entitled Jennifer Ressel, as Parent
and Natural Guardian of Joshua Friedman, a Manor v Collier County, A Political
Subdivision of the State of Florida, filed in the Twentieth Judicial Circuit in and for Collier
County, Florida, for the sum of $8,000.00 and authorize the Chairman to execute the
Settlement Agreement.
ORJECTIYE: Recommendation to accept the settlement in the lawsuit filed by Jennifer Ressel,
as parent and natural guardian of Joshua Friedman, a minor, against the Board of County
Commissioners for the sum of $8,000.00 and authorize the Chairman to execute the Settlement
Agreement.
CONSIDERATIONS The injured party, Joshua Friedman, was sitting on a bench at the
Collier County Golden Gate Community Park on Recreation Lane on January 16, 2010 for
baseball tryouts. The Plaintiff alleges that bench flipped over and landed on his foot causing a
fractured big toe. The Plaintiff alleged a defect which caused the bench to fail. Joshua was 8
years old at the time of the alleged incident. Joshua was treated at the emergency room and
subsequently wore a cast for his fractured toe:
The parties have completed discovery including depositions. Based on the County's
investigation, discovery and Plaintiff's medical bills (approximately $3,000.00), the $8,000.00 is
reasonable. If this matter went to a jury trial, the trial costs and potential exposure could be
significant.
FISCAL JACT: Funds are budgeted and available in Fund 516, Property & Casualty
Insurance Fund, and the total impact will be $8,000.00.
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. There is a risk of costs and exposure
associated with trying this case. This item is legally sufficient for Board action. — CMG
REC011E4F DATION: For the Board of County Commissioners to accept the settlement in
the lawsuit filed against the Board of County :Commissioners by Jennifer Ressel as parent and
natural guardian of Joshua Friedman, a minor, in the Twentieth Judicial Circuit Court for the
sum of $8,000.00 and authorize the Chairman to execute the Settlement Agreement.
PREPARED BY; Colleen M. Greene, Assistant County Attorney
10- 7104 -CA/75
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9/13/2011 Item 16.K.4.
COLLIER COUNTY
Board of County Commissioners
Item Number 16.K.4.
Item Summary: Recommendation to approve a settlement in the lawsuit entitled Jennifer
Ressel, as Parent and Natural Guardian of Joshua Friedman, a. Minor v. Collier County, A Political
Subdivision of the State of Florida, filed in the Twentieth Judicial Circuit in and for Collier
County, Florida, for the sum of $8,000 and authorize the Chairman to execute the Settlement
Agreement.
Fleeting Date 9/13/2011
Prepared By
Name: CrotteauKathynell
Title: Legal Secretary,County Attorney
8/29/20118:51:02 AM
Approved By
Name WalkerJeff
Tithe: Director - Risk Management,Risk Management
Date: 8/29/2011 10:83:17 AM
Name: GreeneColleen
Title: Assistant County Attorney,County Attorney
Date: 8/20/2011 12:25:26 PM
Name: KlatzkowJeff
Title: County Attorney,
Date: 8/29/2011 1:37:44 PM
Name: StanleyTherese
Title: Management/Budget Analyst, Senior,pffice of Management &Budget
Date: 8/29/2011 1:40:28 PM
Name: SheffieldMichael
Title: Manager - Business Operations, CMO
Date: 8/30/20112:09: 10 PM
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9/13/2011 Item 16.K.4.
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 , 2011 by and between JENNIFER RESSEL, As
Parent and Natural Guardian of JOSHUA FRIEDMAN, a Minor, (hereinafter referred to
as "Plaintiffs ") and Board of County Commissioners for Collier County (hereinafter
referred to as the "County ").
WITNESSETH:
WHEREAS, Plaintiffs filed a lawsuit against the County in the Circuit Court for
the Twentieth Judicial Circuit in and for Collier County, Florida, styled Jennifer Ressel,
As Parent and Natural Guardian of Joshua Friedman, a Minor v. Collier County, A
Political Subdivision of the State of Florida, Case No. 10- 7104 -CA (hereinafter referred
to as the "Lawsuit "); and
WHEREAS, Plaintiffs and the County, without either party admitting any liability
or fault, desire to settle 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 or allegations made in the Complaint filed in the Lawsuit; and,
WHEREAS, Plaintiffs 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
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WHEREAS, Plaintiffs agree and covenant to fully comply with all applicable
Medicare laws and liens specifically including 42 USC § 1395y.
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, Plaintiffs and the County agree as follows:
1. Plaintiffs 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 Eight Thousand Dollars and 00/100 ($8,000.00) and other
valuable consideration, the receipt and adequacy of which is hereby acknowledged by
Plaintiffs, Plaintiffs agree to dismiss the Lawsuit with prejudice.
3. In consideration of the resolution of the Lawsuit, and for other good and
valuable consideration, the receipt and adequacy of which is hereby acknowledged,
Plaintiffs, on behalf of themselves, their 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
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9/13/2011 Item 16.K.4.
or indirectly, to the Lawsuit or any incident, event or allegation referred to or made in the
Complaint in the Lawsuit.
4. Notwithstanding anything that may be to the contrary in Paragraph 3 of
this Agreement and Release, Plaintiffs 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. Plaintiffs agree and covenant to fully comply with all applicable Medicare
laws and liens specifically including 42 USC § 1395y.
6. Plaintiffs 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. Plaintiffs 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 Plaintiffs or
the County.
8. Plaintiffs 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 Ianguage.
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9/13/2011 Item 16.K.4.
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, Plaintiffs
and the County agree that all underlying causes of action or claims of Plaintiffs 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, Plaintiffs 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.
,#'-N
12. Plaintiffs and Plaintiffs' attorney shall be solely responsible for any
Medicare lien or other liens as referenced in the attached Addendum.
IN WITNESS WHEREOF, Plaintiffs, and the County have signed and sealed
this Agreement and Release as set forth below.
Date:
ATTEST:
DWIGHT E. BROCK, Clerk
Deputy Clerk
Approved as to form and
I suffciency:
(0?1lee—nM'
. Greene
Assistant County Attorney
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
By:
FRED W. COYLE, Chairman
By:
JENNIFER RESSEL, As Parent
and Natural Guardian of Joshua Friedman,
a Minor, Plaintiff.
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9/13/2011 Item 16.K.4.
110�.
STATE OF
COUNTY OF
THIS SETTLEMENT AGREEMENT AND RELEASE BETWEEN PLAINTIFFS AND
COLLIER COUNTY, FLORIDA WAS SWORN TO and subscribed by JENNIFER
RESSEL, As Parent and Natural Guardian of JOSHUA FRIEDMAN, a Minor, before me
on this day of 2011.
Personally Known
Signature of Notary Public or
Produced Identification
Commissioned Name of Notary Public Type of Identification Produced
(Please print, type or stamp)
n My Commission expires:
10- 7104 -CA/7I
9/13/2011 Item 16.K.4.
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. § i 395y(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 al( 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.
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9/13/2011 Item 16.K.4.
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 Releosee 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.
380652.1
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9/13/2011 Item 16.K.4.
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
Jennifer Ressel, as parent and natural guardian of
Joshua Frieman, a minor
Releasor Address
STATE OF _
COUNTY OF
THIS ADDENDUM TO SETTLEMENT AGREEMENT AND MUTUAL RELEASE BETWEEN PLAINTIFFS AND COLLIER
COUNTY, FLORIDA WAS SWORN TO and subscribed by JENNIFER RESSEL, As Parent and Natural
Guardian of JOSHUA FRIEDMAN, a Minor, before me on this day of 2011.
Personally Known
Signature of Notary Public or
Produced Identification
Commissioned Name of Notary Public
(Please print, type or stamp)
My Commission expires:
380652.1
Type of Identification Produced
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As to the releasee only:
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
Releasee Date
Fred W, Coyle, Chairman
Releasee Address
ATTEST:
DWIGHT E. BROCK, Clerk
Deputy Clerk
Approved as to form and
al sufficiency:
W en M. Greene
Assistant County Attorney
08- 6276- CA/3604
380652.1
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