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Item K4* TIME CERTAIN 2:30 P.M. BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: 2/17/10 - KL Division: County Attorney Bulk Item: Yes No X Staff Contact Person: Suzanne Hutton, #3473 AGENDA ITEM WORDING: An Attorney -Client Closed Session of the Board of County Commissioners in the matter of Key West HM4, LLC dlb/a Lower Keys Medical Center and as DePoo Hospital v. Monroe County, Board of County Commissioners, Case No. CAK 09-2158. ITEM BACKGROUND: Legal staff desires direction from the Board. Per F. S. 286.011(8), the subject matter of the meeting shall be confined to settlement negotiations or strategy sessions related to litigation expenditures. Present at the meeting will be the Commissioners, County Administrator Roman Gastesi, County Attorney Suzanne Hutton, Chief Assistant County Attorney Bob Shillinger and a certified Court Reporter. PREVIOUS RELEVANT BOCC ACTION: 1/20/10 BOCC approved Closed Session for 2/17/10 @ 2:30 p.m. in Key Largo CONTRACT/AGREEMENT CHANGES - N/A STAFF RECOMMENDATIONS: N/A TOTAL COST: Est. 200 INDIRECT COST: BUDGETED: Yes X No COST TO COUNTY: Est. $200 SOURCE OF FUNDS: REVENUE PRODUCING: Yes No X AMOUNT PER MONTH Year APPROVED BY: County Atty X OMB/Purchasmg Risk Management DOCUMENTATION: Included DISPOSITION: Revised 2/05 Not Required X AGENDA ITEM # County of Monroe The Florida Keys Robert B. Shillinger, County Attorney" Pedro J. Mercado, Assistant County Attorney ** Cynthia L. Hall, Assistant County Attorney ** Christine Limbert-Barrows, Assistant County Attorney ** Derek V. Howard, Assistant County Attorney** Steven T. Williams, Assistant County Attorney** Peter H. Morris, Assistant County Attorney Patricia Eables, Assistant County Attorney Chris Ambrosio, Assistant County Attorney ** Board Certified in City, County & Local Govt. Law May 25, 2017 Kevin Madok, Clerk of the Circuit Court Sixteenth Judicial Circuit, State of Florida Monroe County Courthouse 500 Whitehead Street Key West, FL 33040 p "a BOARD OF COUNTY COMMISSIONERS Mayor George Neugent, District 2 Mayor Pro Tem David Rice, District 4 Danny L. Kolhage, District 1 Heather Carruthers, District 3 Sylvia J. Murphy, District 5 Office of the County Attorney 1111 121h Street, Suite 408 Key West, FL 33040 (305) 292-3470 — Phone (305) 292-3516 — Fax In Re: Key West HMA, LLC v. Monroe County, Case No.: CA-K-09-2158 Dear Mr. Madok: Please find enclosed herewith the transcript of the February 17, 2010 and January 19, 2011 closed attorney/client session of the Monroe County Board of County Commissioners regarding the above -referenced matter. Under F.S. 286.011(8), the transcript may be part of the public record because the litigation has concluded. Thank you for your assistance with this matter. Please contact me should you have any questions. Sincerely, jr � Robert B. Shillinger Monroe County Attorney Enclosure t 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 MEETING OF THE MONROE COUNTY BOARD OF COUNTY COMMISSIONERS ATTORNEY -CLIENT CLOSED EXECUTIVE SESSION RE: KEY WEST HMA, LLC d/b/a LOWER KEYS MEDICAL CENTER AND AS DePOO HOSPITAL VS. MONROE COUNTY BOARD OF COUNTY COMMISSIONERS, CA K 09-2158 HELD AT THE MURRAY E. NELSON GOVERNMENT CENTER 102050 OVERSEAS HIGHWAY KEY LARGO, FLORIDA 33037 WEDNESDAY, FEBRUARY 17, 2010 3:17 P.M. - 3:33 P.M. Commissioners Present: ORIGINAL COMMISSIONER HEATHER CARRUTHERS MAYOR PRO TEM SYLVIA MURPHY MAYOR GEORGE NUGENT COMMISSIONER MARIO DIGENNARO COMMISSIONER KIM WIGINGTON COUNTY ATTORNEY SUZANNE HUTTON, ESQ. CHIEF ASSISTANT COUNTY ATTORNEY BOB SHILLINGER, ESQ. ASSISTANT COUNTY ATTORNEY SUSAN GRIMSLEY, ESQ. COUNTY ADMINISTRATOR ROMAN GASTESI ALL KEYS REPORTING Olde Towne Centre 600 Whitehead Street 9701 Overseas Highway Suite 206, 2nd Floor Marathon, Florida Key West, Florida 305-289-1201 305-294-2601 All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 1 2 3 4 5 6 7 8 9 10 11 12 13 (W 14 15 16 17 18 19 20 21 22 23 24 (W 25 MAYOR MURPHY PRO TEM: Now, we'll reopen the closed session to do a board. MS. HUTTON: All right. Which is the matter of Key West HMA, LLC, doing business as Lower Keys Medical Center and as DePoo Hospital versus Monroe County, Board of County Commissioners, Case No. CA K 09-2158. And it's already been announced in the open session that we were going to do two closed sessions back to back. So the information about who would remain in the room, the county attorneys, the county commissioners, the administrator, and the court reporter, have already been read into the record. This meeting is being held upon my request. I have announced at a prior public meeting held on January 20th, 2010, that I needed advice concerning the pending matter of Key West HMA, LLC, doing business as Lower Keys Medical Center and as DePoo Hospital versus Monroe County Board of County Commissioners, Case Number CA K 09-215A. At that meeting the board approved holding today's closed session. Public notice was given on January 20th, 2010 BOCC meeting and the publication of the agenda for the February 17th, 2010 BOCC regular meeting. For the record, and the benefit of the court reporter, each of us will state our name and position starting with the commission. Commissioner DiGennaro. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West ►7 An 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Commissioner DiGennaro, district four. MAYOR NUGENT: Identify yourself. COMMISSIONER DIGENNARO: Oh, district four. Commissioner Mario DiGennaro, district four. COMMISSIONER CARRUTHERS: Commissioner Heather Carruthers, district three. MAYOR MURPHY PRO TEM: Sylvia Murphy, district five. MAYOR NUGENT: George Nugent, county commissioner, district two. COMMISSIONER WINGINGTON: Kim Wigington, commissioner, district one. MS. HUTTON: Suzanne Hutton, county attorney. MR. GASTESI: Roman Gastesi, county administrator. MR. SHILLINGER: Bob Shillinger, chief assistant county attorney. MS. HUTTON: I'm going to start the discussion on this. Bob may need to chime in with some additional facts and procedural issues. This is a case which has not yet been served on. So we can -- we are going to have to ask you if you will approve us waiving the service requirement. It entails a claim for about $600,000 from Lower Keys Medical Center for what they claim we owed them for Baker Act services, in 2000 -- in 2006, then Commissioner Rice came to the commission and said that Lower Keys was going to have to close their All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 3 1 2 3 4 5 6 7 8 9 10 11 12 (W 13 14 15 16 17 18 19 20 21 22 23 24 25 rr' doors to Baker Act services if we did not provide them with some funding for the Baker Act. The county has, for as long as I know of, because we are talking over 20 years, provided funding for Baker Act services to the Guidance Clinic of the Middle Keys. And we have provided more funding than we're required to provide, to the Guidance Clinic, a not -for -profit. At any rate, Lower Keys Medical Center is a for profit entity. Nevertheless, they entered into a contract stating that they were a not -for -profit entity. It was our standard form, and they never pointed out that they needed to have that changed, number one. And number two, the contract, as with all of the other grants of funds that we give to not -for -profit entities, provided that they had to request and submit their paperwork to get reimbursed, the amount that we agreed to, within a certain time frame, at -- after the end of the fiscal year. And this was done in 2006, for fiscal year 2006. We entered into a second contract for fiscal year 2007. Not having ever received any paperwork or demand from them for payment, for fiscal year 2006. Somewhere about the time for it to become the process for us to go into the 2008 fiscal year contract, it became apparent to everybody that we were in dire financial straights. They had not requested any of their funding. They had not met All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 41 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 the contractural requirements. And we were not going to enter into a contract for 2008. At that time, they were informed that they had not complied with the requirements for the grant contracts that were actually approved, and that they were not going to get paid. So they are now demanding payment for the contract for 2006, which yes, we had a contract. The contract for 2007 and for 2008, based on the promise that they had expected, and also, they claim that we owed them money under the state's statute. Now, it has always been the county's position that the state statutes, which they do require a match. The county has to match state payments for Baker Act services. But it's our position that -- and has been for as long as I can remember, that we match the total dollar amount that they throw at the county, regardless of what entity gets the money. And we have given our money to the not -for -profit Guidance Clinic, not to Lower Keys. Yes, sir. COMMISSIONER DIGENNARO: Question. Were they, at that time, a not -for -profit or were they a for profit? MS. HUTTON: No. They've always been a for profit. COMMISSIONER DIGENNARO: They've always been a for profit. How can they be entitled to -- how could they be entitled to profit as a nonprofit? All Keys Reporting -- Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 51 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 MAYOR NUGENT: Well, that was the premise of our rejection. That they were -- COMMISSIONER CARRUTHERS: In 2008. MS. HUTTON: No. In 2008, when I informed them they were the not ever going to get paid anything. And I think that by that time -- were you here? MR. GASTESI: (Nods head.) MS. HUTTON: Because I know, at some point, Mr. Gastesi and I sat down with their administrator and their finance person and explained to them that they didn't meet the requirements of the contract. They signed something -- we had already written this to them. But they had signed a document which purported to be something that they purported to be a not -for -profit. And they didn't comply with any of the requirements anyway. They did not submit their paperwork in a timely basis to get reimbursed. And they were not going to get any money. So, anyway, right now they are suing us for, basically, the three years, plus, they're looking for some court order which we know would be subjected to, where we have to pay matching by entity, that gets funding from the state, as opposed to the county -wide funding that we have matched through our payment to the not -for -profit. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 61 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 WA 19 20 21 22 23 24 25 MAYOR MURPHY PRO TEM: Suzanne. MS. HUTTON: Yes. MAYOR MURPHY PRO TEM: Suzanne, who -- the Guidance Clinic -- well, as it stands now, it's a -- it's an amalgamation of all three. All three have now joined into one. They are actually the ones responsible for the Baker Act matching patients; right, not Lower Keys Hospital? Isn't it the Guidance Clinic that is responsible for this? MS. HUTTON: Well, there are Baker Act people who do get Baker acted directly into DePoo Hospital. MAYOR MURPHY PRO TEM: By whom? MS. HUTTON: I don't know exactly how all of that works out. MAYOR MURPHY PRO TEM: The reason being because if this went by the Guidance Clinic, then they would be the recipients of the money, not the hospital. MS. HUTTON: Well, apparently, the hospital does provide some Baker Act services. But based on that, they think they have an entitlement to a match. Not only because -- I mean, they feel like we promised them money based on the contracts. And they were entitled to it. And also, they feel that they are entitled under the state matching requirement, but we don't feel that. MAYOR MURPHY PRO TEM: Just go with the first part. All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 They think they're entitled to money, based on a falsified agreement? MS. HUTTON: Right. MAYOR MURPHY PRO TEM: They know they're a not -for -profit. MAYOR NUGENT: Well, I don't know if it's a falsified agreement. It was -- but they were not a nonprofit. So my thinking is, they're not qualified to have applied for those dollars in the first place. MS. HUTTON: Well, they didn't apply for them through the normal process. COMMISSIONER CARRUTHERS: How did they apply for? Didn't we know they were a for profit entity? MS. HUTTON: Well, we probably should have known that they were a for profit entity, at that time. But we didn't. We provided them the standard rate of contract through the HSAB process. MAYOR NUGENT: But within that contract -- MS. HUTTON: But they didn't go through the HSAB process. This was a direct request to a commissioner who came to the commission concerned that they were going to have to quit providing services if they didn't get funding. And -- MAYOR MURPHY PRO TEM: You know the Guidance Clinic is a nonprofit. All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 MAYOR NUGENT: Uh-huh. MAYOR MURPHY PRO TEM: Or was. MAYOR NUGENT: It is. MS. HUTTON: The issue is not about the Guidance Clinic. MAYOR MURPHY PRO TEM: I know. MS. HUTTON: That's where the money has been going. MAYOR MURPHY PRO TEM: But that -- yes. To the Guidance Clinic? MS. HUTTON: Right. MAYOR MURPHY PRO TEM: Because that's what the HSAB votes on? MS. HUTTON: Right. MAYOR MURPHY PRO TEM: Okay. So how did DePoo get into this, that we want the money? MS. HUTTON: They went to -- they went to Commissioner Rice. And he was the one who brought the item forward to the county commission. By the time the county commission actually voted on it, he was no longer a commissioner. COMMISSIONER WINGINGTON: So, could we not go through the HSAB -- MS. HUTTON: That's correct. COMMISSIONER WINGINGTON: But the hospital did sign something, whatever it was with the contract, saying that All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 they were a nonprofit? MS. HUTTON: That's correct. COMMISSIONER WINGINGTON: So they say they were a nonprofit, knowing full well they were not a nonprofit? COMMISSIONER CARRUTHERS: Well, who -- COMMISSIONER WINGINGTON: That's the question. COMMISSIONER CARRUTHERS: I'm confused about how this happened. Did it flow -- MAYOR MURPHY PRO TEM: Just a minute. Oh, just a minute. COMMISSIONER CARRUTHERS: Did DePoo, through the Guidance Clinic's budget? COMMISSIONER WINGINGTON: No. MS. HUTTON: My understanding, and this part is third hand. My understanding is that somebody from Lower Keys went to Commissioner Rice, as a commissioner, stating to him that the provision of mental health services in Key West was at risk if they didn't find additional funding. So he came to the county commission and said that. And -- and -- and staff was directed to put something together to contract for them to get $200,000. And by the time that got to the commission to vote on, he was no longer a commissioner. COMMISSIONER CARRUTHERS: Okay. MAYOR MURPHY PRO TEM: Mario. All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 10 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 COMMISSIONER DIGENNARO: My question is very simple. In the contract, did it state that they were resigned and agreed that they were not -for -profit? MS. HUTTON: Yes. It did. There is a whole paragraph in the standard, in all of those contracts that says, they're not -for -profit. They have to provide evidence of the board of directors and meet with several other criteria. COMMISSIONER DIGENNARO: Thank you, counsel. And my next question is, what do you recommend? MS. HUTTON: My recommendation is, that they have asked us to sit down, prior to going through litigation and try to work out something. And so my question to you is, do you want us to entertain any kind of dollars that we should pay because of, we originally did enter into a contract? And -- MAYOR MURPHY PRO TEM: No. MS. HUTTON: Okay. MAYOR MURPHY PRO TEM: No. MS. HUTTON: My recommendation is, I'm not making a recommendation about the dollars. But I certainly have to make a recommendation that we cannot give any leeway on the matching. And that we would pay matching to entities that get Baker Act moneys from the state because that would either require us to increase our taxes, or All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 1j q 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 12 decrease the amount of funding that we give to the Guidance Clinic, which is a not -for -profit. COMMISSIONER CARRUTHERS: Well, I do believe then that I think that it's at least partially our responsibility that if he came to us and asked for money and it may not have been the five of us. We were not sitting here at the time. They came and they asked for money, and somehow we felt like we could legitimately give it to them as a nonprofit. COMMISSIONER WINGINGTON: As a nonprofit. COMMISSIONER CARRUTHERS: I mean, but -- MS. HUTTON: I don't think the nonprofit part really entered into the discussion. It happens to be that we used a contract form that says, nonprofit. I don't think that they ever got up in front of us, or said to any of the commissioners, we are a not -for -profit. But they did sign a document saying that they were. MAYOR MURPHY PRO TEM: They didn't sign it without reading it, I guarantee you that. COMMISSIONER WINGINGTON: How many years does it encompass? MS. HUTTON: There were two years of actual contracts. There was one year at a time; two different contracts. COMMISSIONER WINGINGTON: And sometime during that All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 year somebody didn't say we're not paying you because you're not a nonprofit? MS. HUTTON: Well, they never asked for us to pay them during that first year. They never asked us until towards the end of the third year. COMMISSIONER CARRUTHERS: When they hadn't gotten the third -year money? MS. HUTTON: Uh-huh. COMMISSIONER WINGINGTON: I'm not bearing any responsibility for that. MS. HUTTON: So the argument I'm taking from you that the direction is, we're not really to entertain any kind of monetary amount and certainly not agreeing to any responsibility for match? COMMISSIONER CARRUTHERS: Well -- COMMISSIONER WINGINGTON: I hate to, but no, because I'm worried about what would come next time something like that happens. COMMISSIONER CARRUTHERS: Well, they're asking for money for three years. Why didn't they even -- MAYOR MURPHY PRO TEM: Well, yeah. That's it. I vote no. COMMISSIONER WINGINGTON: Well, if you figure it out you weren't eligible for money the first year, then the wise thing was to wait three years until it really gets All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 13 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 19 20 21 22 23 24 25 14 big and hope somebody will pay for -- MS. HUTTON: Something. COMMISSIONER WINGINGTON: -- something. But I think -- COMMISSIONER CARRUTHERS: How do you prevent this thing from happening in the future? How do you prevent it from being, yeah. Sure. We will help you out. And, you know, getting you the grant money. And then -- COMMISSIONER WINGINGTON: It should have come back to us when they found out that's -- COMMISSIONER CARRUTHERS: Yes. COMMISSIONER WINGINGTON: Well, I don't because they signed something saying we're a nonprofit. MAYOR MURPHY PRO TEM: Well, actually, I can probably answer that in that there is someone else handling that office now. And I think a very good lesson was learned from that, and a few other things. So I would relax now. COMMISSIONER CARRUTHERS: I would also say because as an aside, I understand that what they're doing right now is, they're moving people who should be in DePoo, into the hospital because it gets higher reimbursement from the government for treating those people in the emergency room. And the intensive care unit, which is on a whole other caca situation that is bad for the mental All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 LM 15 health industry. There's only one detox bed in the whole Keys. And I think the six people -- that's not my issue with hospital staff heads, should be in now. You don't have to put that on the record. Spoke too late. MAYOR MURPHY PRO TEM: Commissioner -- COMMISSIONER WINGINGTON: -- I say the same to you, so I was told. MR. SHILLINGER: All right. On the -- do we still want to have a -- go ahead and at least hear what they have to say at the next meeting? MAYOR MURPHY PRO TEM: Hear what who has to say? MR. SHILLINGER: The hospital lawyers. To see -- MAYOR MURPHY PRO TEM: Sorry. MR. SHILLINGER: -- whether we have a settlement proposal, or do we just want to fight? COMMISSIONER WINGINGTON: No. MAYOR MURPHY PRO TEM: Have a conversation -- COMMISSIONER CARRUTHERS: I think we're partially responsible for it, but the fact that they didn't even ask for the money doesn't matter. That alone, you know, you don't play by the rules, you don't get to play the games. So you don't get the funds on this. MR. SHILLINGER: All right. Just go ahead and let this suit take its course. And -- let the suit take its course and get served in the normal course of process? All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 1 2 3 4 5 6 7 8 9 10 11 12 (W 13 14 15 16 17 18 19 20 21 22 23 24 (W 25 16 MAYOR MURPHY PRO TEM: Absolutely. MS. HUTTON: Thank you. You can close this closed session and go back into open session. MAYOR MURPHY PRO TEM: Oh, thank you Miss Hutton. This closed session is closed. And the open session is now open. (The attorney/client closed session was concluded at 3:33 P.M.) All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 CERTIFICATE STATE OF FLORIDA, COUNTY OF MONROE 17 I, Patricia A. Zischka, certify that I was authorized to and did stenographically report the foregoing proceedings and the transcript is a true record. Dated this 6th day of March, 2010. Patricia A. Zischka All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West