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Agenda 07/09/2024 Item #16K2 (Approbe and authorize the settlement in the lawsuit filed by Patrick Klima for the sum of $75,000 and authorize (Case No. 22-CA-2166) )07/09/2024 EXECUTIVE SUMMARY Recommendation to approve and authorize the Chair to execute a Settlement Agreement in the lawsuit styled Patrick Klima v. Collier County, (Case No. 22-CA-2166), now pending in the Circuit Court of the Twentieth Judicial Circuit in and for Collier County, Florida, for the sum of $75,000. OBJECTIVE: Recommendation to approve the settlement in the lawsuit filed by Patrick Klima for the sum of $75,000 and authorize the Chair to execute the Settlement Agreement. CONSIDERATIONS: This lawsuit arises out of an accident that occurred on April 14, 2022, at or near the intersection of Pine Ridge Road and Naples Blvd., Naples, Florida. The Plaintiff was rear -ended in a motor vehicle collision caused by a County employee authorized to drive a County vehicle. Accordingly, the County does not have a liability or comparative fault defense available to it and the only issue before a jury will be damages. The Plaintiff produced documentation of a total of $91,892 in medical expenses related to the accident which included C spine x-ray and a lumbar MRI, physical therapy/chiropractic care, injection therapy for pain as well as two radio frequency ablations of the nerves in his lower back. The Plaintiffs pre -suit settlement demand was the statutory maximum amount of $200,000 premised on, among other things, a lower back injury requiring ongoing medical care. The parties commenced discovery and depositions were taken. A Court ordered hybrid mediation/non-binding arbitration was held on February 22, 2024, after which an arbitration award was filed with the Court awarding the Plaintiff a total of $175,000 in damages consisting of $85,000 in past and future medical expenses, $50,000 for past pain and suffering and $40,000 for future pain and suffering. A Motion for Trial de Novo was filed by the County with the Court on March 26, 2024. Settlement negotiations continued and a tentative settlement, contingent upon Board approval, was reached to resolve the lawsuit for $75,000, contingent upon Board approval. The County Attorney and the Risk Management Director recommend that the Board approve this settlement as reasonable. Should the case proceed with additional expert depositions and trial, the litigation costs and the Plaintiffs potential past and future medical expenses along with any pain and suffering award would exceed the tentative settlement amount. FISCAL IMPACT: Funds are budgeted and available in Property & Casualty Insurance Fund (5016), and the total impact will be $75,000. GROWTH MANAGEMENT IMPACT: None. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires a majority vote for approval. - RTT RECOMMENDATION: For the Board of County Commissioners to approve and authorize the Chairman to execute the Settlement Agreement for the total sum of $75,000 in the lawsuit styled Patrick Klima v. Collier County, (Case No. 22-CA-2166), now pending in the Circuit Court of the Twentieth Judicial Circuit in and for Collier County, Florida. PREPARED BY: Ronald T. Tomasko, Assistant County Attorney Michael Quigley, Division Director -Risk Management ATTACHMENT(S) 1. Settlement Agreement Klima 070924 (PDF) I Packet Pg. 912 07/09/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.K.2 Doe ID: 29166 Item Summary: Recommendation to approve and authorize the Chair to execute a Settlement Agreement in the lawsuit styled Patrick Klima v. Collier County, (Case No. 22-CA-2166), now pending in the Circuit Court of the Twentieth Judicial Circuit in and for Collier County, Florida, for the sum of $75,000. Meeting Date: 07/09/2024 Prepared by: Title: Legal Assistant — County Attorney's Office Name: Rosa Villarreal 06/25/2024 2:01 PM Submitted by: Title: County Attorney — County Attorney's Office Name: Jeffrey A. Klatzkow 06/25/2024 2:01 PM Approved By: Review: Risk Management County Attorney's Office County Attorney's Office Office of Management and Budget Office of Management and Budget County Manager's Office Board of County Commissioners Michael Quigley Other Reviewer Ronald Tomasko Level 2 Attorney of Record Review Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Debra Windsor Level 3 OMB Gatekeeper Review Christopher Johnson OMB Reviewer Amy Patterson Level 4 County Manager Review Geoffrey Willig Meeting Pending Completed 06/25/2024 2:23 PM Completed 06/25/2024 2:30 PM Completed 06/25/2024 3:06 PM Completed 06/26/2024 8:31 AM Completed 07/01/2024 3:21 PM Completed 07/02/2024 5:20 PM 07/09/2024 9:00 AM I Packet Pg. 913 1 DocuSign Envelope ID: 3Al2AC48-8669-4E59-A56C-658B75OC1776 SETTLEMENT AGREEMENT TfIIS SETTLEMENT AGREEMENT (hereinafter referred to as the "Agreement") is entered into and made on this day of , 2024 by and between PATRICK KLIMA, hereinafter referred to as "Plaintiff," and COLLIER COUNTY, FLORIDA, hereinafter referred to as "Defendant." WITNESSETH: WHEREAS, Plaintiff filed a lawsuit against the County in the Circuit Court for the Twentieth Judicial Circuit in and for Collier County, Florida, in the case styled Patrick Klima v. Collier County, Case No. 22-CA-2166 (hereinafter referred to as the "Lawsuit"); and WHEREAS, Plaintiff and the Defendant, without either party admitting any liability or fault, desires 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, accrued or unaccrued, to the incidents described or allegations made in the complaint filed in the Lawsuit; and, WHEREAS, Plaintiff and the Defendant desire to reduce the settlement to writing so that it shall be binding upon both parties' respective owners, principals, elected officials, officers, employees, ex -employees, agents, attorneys, representatives, insurers, successors, assigns, heirs, departments, agencies and affiliates. NOW, THEREFORE, in consideration of the mutual covenants, promises and consideration set forth in this Agreement, and with the intent to be legally bound, Plaintiff and Defendant agree as follows: I . Plaintiff and the Defendant adopt and incorporate the foregoing recitals, sometimes referred to as "Whereas Clauses," by reference into this Agreement. 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 seventy-five thousand dollars and no cents ($75,000.00) and other valuable consideration, the receipt and adequacy of which is hereby acknowledged by Plaintiff, Plaintiff agrees to dismiss the Lawsuit with Prejudice as it relates to the Defendant. 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, Plaintiff, on behalf of himself, his attorney, agents, representatives, heirs, successors and assigns, hereby expressly releases and forever discharges the Defendant, as well as its owners, principals, elected officials, [22-CA-2166/1872154/1 ] I I Packet Pg. 914 1 DocuSign Envelope ID: W 2AC48-8669-4E59-A56C-658B75DC1 776 officers, employees, ex -employees, agents, attorneys, representatives, successors, assigns, insurers, heirs, departments, agencies and affiliates, from any and all claims, demands, causes of actions, damages, costs, liens, attorney's fees, expenses, medical bills and obligations of any kind or nature whatsoever, that he has asserted or could have asserted in the Lawsuit or that arise from or relate or refer in any way, whether directly or indirectly, accrued or unaccrued, known or unknown, to the Lawsuit or any incident, event or allegation referred to in the complaint in the Lawsuit. 4. Notwithstanding anything that may be to the contrary in Paragraph 3 of this Agreement, Plaintiff and the Defendant 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. 5. Plaintiff and the Defendant acknowledge and agree that this Agreement is intended to and shall be binding upon their respective owners, principals, elected officials, officers, employees, ex -employees, agents, attorneys, representatives, insurers, successors, assigns, heirs, and affiliates. 6. Plaintiff and the Defendant recognize and acknowledge that this Agreement memorializes and states a settlement of disputed claims and nothing in this Agreement 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 Defendant. 7. Plaintiff and the Defendant acknowledge and agree that this Agreement is the product of mutual negotiation and no doubtful or ambiguous language or provision in this Agreement 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. 8. This Agreement may be amended only by a written instrument specifically referring to this Agreement and executed with the same fonnalities as this Agreement. 9. In the event of an alleged breach of this Agreement, Plaintiff and the Defendant agree that all underlying causes of action or claims of Plaintiff have been extinguished by this Agreement and that the sole remedy for breach of this Agreement shall be for specific performance of the terms and conditions of this Agreement. In this regard, Plaintiff and the Defendant 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. [22-CA-2166/1872154/1 ] 2 I Packet Pg. 915 DocuSign Envelope ID: 3Al2AC48-8669-4E59-A56C-658B75DC1776 10. Plaintiff agrees to use the proceeds of the settlement funds for the payment and satisfaction of all liens, past and future medical bills, attorney fees, and all other expenses, costs, debts, or losses whatsoever, arising out of or in any way connected to the incident described in the Lawsuit, which Plaintiff brought or could have brought in the subject Lawsuit. The Plaintiff agrees to be solely responsible for complete payment of all other obligations out of the settlement proceeds, including any future medical bills. It. The Plaintiff hereby agrees to indemnify and hold harmless the Defendant from any and all claims and/or liens and/or subrogated interests, including but not limited to worker's compensation liens, health insurance liens, Medicaid / Medicare liens, Social Security and any and all attorney's liens and charging liens herein. 12. This Agreement shall be governed by the laws of the State of Florida. IN WITNESS WHEREOF, Plaintiff and the Defendant have signed and sealed this Agreement and Release as set forth below. By: edyi& �6& Patrick Klima, Plaintiff STATE OF FLORIDA COUNTY OF COLLIER The foregoing instrument was acknowledged before me by means of _ physical presence or online notarization, this CLS day of SuAe, , 2024, by Patrick Klima. �SignaturLaf*Notary Public -State of Florida /;3 (J / -Y. /v_0 � PC, (Print, Type, or Stamp Commissioners Name of Notary Public) Personally Known OR, --� Produced Identification Type of Identification Produced: trtimj 2rr4sc. [22-CA-2166/1872154/1 ] 3 PAUL J. NEIRA Commissicr # HH 247996 Expires March 31, 2026 I Packet Pg. 916 DocuSIgn Envelope 10: 3Al2AC48-8669-4ES9-A56C-658B75DCi776 AS TO COUNTY: ATTEST: CRYSTAL K. KINZEL, Clerk 0 Date: A pyq ed to form and legality p VRc a S Ronald T. Tomasko Assistant County Attorney [22-CA-2166/18721541 I ] BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA 0 Date: Chris Hall, Chairperson I Packet Pg. 917 1