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Item H2I E*E_61134` BOARD OF COUNTY CONDE[ISSIONERS AGENDA ITEM SUMMARY Meeting Date: 1/19/11 Division: C "un Attorncv ow - Bulk Item: Yes No xxx Staff Contact Person/Phone #: Bob Shilli 292-3470 AGENDA ITEM WORUNG: An attorney client closed session in the matter ot Key West 1AV, LLC v. MonrQe County, CA K 09-215 8. ITEM BACKGROUND: The hqpital sued the County over the funding provided for Baker 0 semces. Under F.S. 286.011(8), *e topics at the closed session will be to settl A negotiations and strategy sessions related to litigation expenditures. Participating, at the closed sessio 0 livM be the County Commissioners, County ministrator Roman Gastesi� County Attorney Suzann I-Iutton, Chief Assistant County Attorney Bob S 0 Ifinger, and a court reporter. 0 PREVIOUS RE VANT BOCC A M-ON: BOCC authorized closed session at its December 15, 2010 meeg. ----- ------- CONTRAC`T/AGREEME CHANGES: n/m STAFF RECOAUKENDATIONS: n/a 1-,= 01111JIM, '-wil-111 1111 1111111q��pjjj;jm_ Z11111111111111 1111 BUDGETED: yes REVENUE PRODUCING: no AM4JUNT PER MONTH Year APPROVED BY: CotV Atty OMB/Purchasing R4 Managemf Lhn . t 1j.A1%1J61_3_Q1VVwV i - I J'r W Ki-OlZi N 9 Px%ised 1/09 QZLEMM� AGENDA IWM# 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 ' g BOARD OF COUNTY COMMISSIONERS Mayor George Neugent, District 2 Mayor Pro Tern 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, jo-__\j Robert B. Shillinger Monroe County Attorney Enclosure ORIGINAL 1 BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY ATTORNEY -CLIENT CLOSED SESSION WEDNESDAY, JANUARY 19, 2011 2:30 - 3:05 PM RE: KEY WEST HMA, LLC v. MONROE COUNTY CASE NO. CA-K-09-2158 HELD AT Harvey Government Center 1200 Truman Avenue Key West, Florida 33040 COUNTY COMMISSIONERS: Heather Carruthers, Mayor Kim Wigington, County Commissioner David Rice, County Commissioner George Neugent, County Commissioner Sylvia Murphy, County Commissioner STAFF: Suzanne A. Hutton, County Attorney Robert B. Shillinger, Chief Assistant County Attorney Roman Gastesi, County Administrator All Keys Reporting Olde Town Centre 600 Whitehead Street 9701 Overseas Highway Suite 206, 2nd Floor Marathon Key West 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 14 15 16 17 18 19 20 21 22 23 24 25 P R O C E E D I N G S MS. HUTTON: Okay. The Mayor has called the open session back into session. We need to go into a closed session regarding Key West HMA, LLC v. Monroe County, CA K 09-2158. Pursuant to Section 286.011, Florida Statutes, the closed attorney -client session will be held. It is estimated the meeting will take approximately fifteen to twenty minutes. The persons attending the meeting will be the County Commissioners, County Administrator Roman Gastesi, County Attorney Suzanne Hutton, Chief Assistant County Attorney Bob Shillinger, and a certified court reporter. By law no one else may remain in the room. The Commissioners, County Administrator, attorneys, and the court reporter will now remain in the meeting room, and all other persons are required to leave the room. Mayor, will you now close the open session? MAYOR CARRUTHERS: It's closed. MS. HUTTON: Madam Mayor, if you will call the closed session to order. MAYOR CARRUTHERS: The closed session H-2 is now called to order. MS. HUTTON: For the record, this meeting is All Keys Reporting - Court Reporters - (305) 289-1201 Locations in Key Largo, Marathon & Key West 2 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 being held upon the request of County Attorney Suzanne Hutton, who announced at a prior BOCC Meeting held on December 15th that I needed advice in the matter of Key West HMA, LLC v. Monroe County, CA K 09-2158. At that meeting, the Board approved holding today's closed session and public notice was given through public announcement of the meeting at the December 15th BOCC meeting and through publication of the January 19th BOCC meeting agenda on the County's website. For the record, and the benefit of the court reporter, each of us will identify ourselves. COMMISSIONER WIGINGTON: Kim Wigington, District 1, County Commissioner. COMMISSIONER RICE: David Rice, District 4, County Commissioner. MAYOR CARRUTHERS: Heather Carruthers, District 3, County Commissioner. COMMISSIONER NEUGENT: George Neugent, District 2, County Commissioner. COMMISSIONER MURPHY: Sylvia Murphy, District 5, County Commissioner. MS. HUTTON: Suzanne Hutton, County Attorney. MR. GASTESI: Roman Gastesi, County Administrator. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 31 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 MR. SHILLINGER: Bob Shillinger, Chief Assistant County Attorney. MS. HUTTON: Just as a reminder, we will be discussing settlement negotiations and strategy relating to litigation expenditures. You cannot take any decisive action at this meeting. We can only provide information and you can provide direction to the attorneys. Any decisions the Board makes will have to be done in a public meeting. I'm going to turn this over to Mr. Shillinger. MR. SHILLINGER: Good afternoon again. The case we're dealing with basically the dispute we're having with two hospitals, Key West HMA, LLC v. Monroe County over Baker Act funding. We had a prior discussion real briefly at the close of the last meeting where I gave you an update on the litigation, and this is the slide that basically outlined it. What we have is a dispute over the Baker Act services. The statute is listed there. Judge Audlin has ruled that we have a statutory duty to provide a 25-percent match of what DCF provides, has awarded the sum of $441,666.33 for matching funds that match up with their contracts from DCF from 2005 to 2010. He did not award pre -judgment interest, no attorney's fees were awarded, so it was 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 just the 441,666. Now, that final judgment wasn't entered, the order wasn't entered until January, so we still have within our thirty days to take an appeal on this decision, but we're at a critical juncture now if we wanted it to go forward. In addition to the statutory obligation they had sued us under three contracts that we had with dePoo, 200,000, 200,000, and 190,000 for the fiscal years mentioned up there, the last of which we never actually executed and the County Commission withdrew its approval of it before it was executed. So there are some problems on their side of the case, as well. Notwithstanding all of that, they made an offer to settle, and this is a slide from last month, as well, where you take 441,000 that's been awarded by the court and their view of the world an additional $340,000 less a credit for about 250 because they're giving us a credit for the -- they're not seeking to get paid twice. If we've paid them under the statute we don't need to pay them under the contract. So it knocks that number down from 590,000 down to 340,000. So it's a total claim of 781 plus interest, fees, costs, and they made a 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 discounted settlement offer of 730 and I asked for authority last month to come back and negotiate some additional to see if we could get that number lower. And I didn't want to give you our defenses last month in an open session because I didn't want to lay out my candid thoughts on them in an open session for all to hear. But our basic defenses, these are the highlights of them. The mandamus action, the judgment for $441,000, we think that Judge Audlin jumped the gun. He set the case procedurally for oral argument, which is basically an appellate proceeding instead of a trial on the merits. So we basically had a summary trial with no opportunity to put in evidence other than affidavits ahead of time. Procedurally we think he messed up on that. We think that the appellate court would reverse it and bring it back. That's not to say that we might not be in the same position after a trial. He's pretty much indicated how he interprets the statute and unless the appellate court ruled upon it differently we could see where this would end up even if we were able to put on the evidence we thought was appropriate. So we could win the battle and lose the war. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 6 V 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 71 The contract claims, our general position is that they're not ripe because they haven't put them in a line for payment by providing the proper documentation that's required by the contracts as interpreted by the Clerk. As we all know, in a non -charter county like Monroe the Clerk is the independent auditor, comptroller. We can authorize payment all we want. If it doesn't satisfy his standards he's not going to release a check and there's nothing that we can do to force it. And so his people have testified, have given me, haven't testified officially yet, but we've had some sit-down discussions and they said no. This is not in order. We would not have authorized payment on this. So we have some very strong and credible contract defenses. Nevertheless, we do have an agreement, we did agree to pay for the services, they've provided the service. So under at least some sort of equitable claim for relief, reimbursement, they probably would get awarded something. Even if we can prevail on the specific contract defenses, there is an equitable estoppel claim in there that would allow a court to award something to compensate them and make them whole. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West L A 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 So on the two main issues, yeah, we might actually, again, win the battle, lose the war. Somewhere down the road we might end up having to pay even more because we'd end up paying a similar amount plus the amount of attorney's fees incurred on appeal at a trial, and if the contracts are found to be upheld, and they were, the court doesn't accept our contract defense claims, there may be pre -judgment interest that we would be liable for, as well. I know in public discussions there has been some discussion of, well, the contract said you had to be a nonprofit. You're really a profit organization. I've got to tell you that that's not necessarily a material issue. Whatever their, however their organized, as a for profit corporation, a nonprofit corporation, a limited liability company, how does that really affect their ability to provide the service which they're contracted for? It really doesn't. And additionally the contracts were our form contracts. And there's a principle in contract law that you construe the contract against the drafter, and if it was our language and we inserted it and they signed it because they figured that was the way 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 they were getting paid, it's going to be construed to our detriment, not to their detriment. So I really don't put a lot of faith that that will ultimately allow us to prevail. So we started to negotiate, and what I took was the amount the court awarded plus what they had indicated that they had spent on attorney's fees to date regarding this matter and I started from there. I said let's just make you whole, you'll walk away, 520,000, we're done. And that was based on some careful tap-dancing, quite candidly, in the letter that I sent to them, but basically I pointed out the defects in the mandamus judgment, the deficiencies in the invoices, plus an estimation on my part of the cost of going forward with litigation, the risk of an adverse judgment higher than the 730 that had been offered, and on our worst day I would think we'd be somewhere in the 900 to a million range if we lost at the end of the day. And again, we contracted for the services, the services were provided, so we owe them something, I mean. We actually were able to find a number in the middle, it happens to be right in the middle, 625,000. That would be a complete settlement of all existing claims and the proverbial tax, tags, title, All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 91 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 LM drive the car off the lot, you know, no additional costs. We haven't worked out all the language. This has been happening within the last several days that we've gotten to this point. I would have hoped to have brought to you a settlement agreement. I had a placeholder item on the agenda to do that. I don't have a settlement agreement or an LLU that we can commit to at this point, but I at least want to get some direction as to the terms on whether there's even support on this. I made it clear that I can't bind you, I need to come back to you with a final agreement, but at least would want to make sure that I haven't gone too far off the reservation in negotiating some terms. So let me go through them. The contemplated, we would pay them 625,000, it would settle the lawsuit. What they are most interested in, and different parts of the organization have expressed different views, according to their lawyer, parts of them obviously want to get compensated for the past things but there are other parts that want to deal with the big picture of going forward and setting up the relationship so we don't have this type of dispute in the future. And so we're looking for a All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 10 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 way in which to craft an agreement where we'd agree to the protocol of how they're going to submit requests for payment, how they're going to be processed, and obviously it has to comport with whatever the Clerk's willing to pay. And so that's where we're at, is trying to work out some of those terms. So initially I had thought it could be a very simple matter of DCF has the contract with them, when they get their annual contract the hospital would send a copy over to us, we would then see it and budget for it, knowing that, okay, let's do the math, our maximum exposure is going to be this amount, and then as they billed DCF and got paid by DCF they'd show us proof of payment, acknowledge that there weren't any other local funds or if there were give us a discount for those local funds, and then we'd divide by three and write them a check for that amount. That approach may be too simple to satisfy the Clerk and his concerns, so we're still working on that. He may want some independent documentation. We're trying to see if we can reach agreement on the type of documentation that, see if the Clerk will accept the same documentation which DCF accepts. Obviously the Clerk doesn't answer to 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 the same standards as DCF. He's an independent constitutional office, he has a statutory duty, a constitutional duty to make sure that every dollar is spent appropriately. So we're going to be very careful that we don't diverge from that position. But before we even get any further on this, is this something that this Commission could support? COMMISSIONER WIGINGTON: For argument's sake let's say that we do approve the 625. Are you saying you feel like they can't meet the documentation in order to be paid anyway? Half of that, a third of that, none of that? MR. SHILLINGER: What I think, that if we went to trial on the issue is yes, we would be able to bring in folks from the Finance Department who would say the documentation that they've produced so far to date we would not render payment on. We would argue to the court, independent officer has said he won't release the check. We're not breaching the contract. The contract spells out the kind of documentation you're supposed to do. COMMISSIONER WIGINGTON: If we settle that amount and we do not go to court, we've settled that amount, do you have to write the check, or do they still have to meet the documentation? All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 12 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 MS. HUTTON: No. They don't have to meet the documentation. MR. SHILLINGER: We could work this a couple of different ways. If we got the court to approve the settlement agreement that covers the Clerk in terms of his responsibilities and he says I'm comfortable with it if the court has ordered it, then the Clerk doesn't have that ability to object. But you still have that process objection of how can you prove that you really were entitled to that? COMMISSIONER WIGINGTON: I'm not sure I'm comfortable making the Clerk comfortable by just having a court -- MR. SHILLINGER: Bless it. COMMISSIONER WIGINGTON: Bless it. MR. SHILLINGER: I understand. COMMISSIONER WIGINGTON: I want it to meet the same criteria that it should meet. MR. SHILLINGER: Should have met for the contract. And part of the issue in the history of this is we had an employee that was sitting on these invoices and not communicating with either side as to what, that employee is no longer with us, by the way, but wasn't communicating as to what the deficiencies were, what needed to be done, and this All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 13 L A 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 just kind of sat for a couple of years. MS. HUTTON: He wasn't turning it over to the Clerk and he wasn't telling the hospital that they needed to provide more before he did turn it over to the Clerk. COMMISSIONER WIGINGTON: This isn't too long ago. They should still have those records. MR. SHILLINGER: They have some of the records, and we can dig some more on this. We haven't explored all of the records that they have, so. COMMISSIONER WIGINGTON: But you made the statement that the services were rendered. MR. SHILLINGER: Well, I make that statement based on the payment by DCF, that they were satisfied that the services were rendered and so they had made their payments. MAYOR CARRUTHERS: Do they have the same standard of documentation that we do? MR. SHILLINGER: I'm trying to see whether, I don't know they have the same standard. I'm trying to see whether the Clerk would accept what DCF accepts, and so I'm in the process of getting that information, that's what I've been working some of today information, to see if the Clerk is comfortable with what DCF accepts. The Clerk has All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 14 91 0� 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 said he'll look at that. He's not sure whether it will be sufficient for him or not, but he's at least willing to consider that. COMMISSIONER WIGINGTON: Am I right in thinking that DCF claims are similar to if not exactly like Medicaid claims? COMMISSIONER RICE: No. They're under contract. And my experience with this is Mr. Kolhage requires an entirely different process to approve payment. MR. SHILLINGER: But generally the Clerk is paying on a contract where we would have more specific controls on what is required to be provided. When you have a statutory duty that says they pay this amount, do the math, you pay one-third of that amount, we're in a different ball game than when we have a simple contract. COMMISSIONER WIGINGTON: So the court could say forget your contract, you have a statutory obligation, they don't have to meet the standards of your contract? MR. SHILLINGER: Right. And we also have some, just to further complicate things, the legislature adopted some amendments to the Prompt Pay Act which now say you have to spell out specifically in your All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 15 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 16 contract the documentation that you require in order to hold up payment on the basis of a lack of documentation. Now, that would be an issue for going forward in future contracts. We can't necessarily wrap that onto this argument, but just knowing that for the future if we were to settle this with some sort of agreement that spelled out what was required, that's all we could spell out in what was required. We couldn't come up with additional, with the reasonable prudent accounting standards or whatever the industry term is for what the Clerk has relied on in the past in identifying standards, which candidly have been sometimes difficult to pin the Clerk down on what he's looking for. COMMISSIONER WIGINGTON: But do you think the $625,000 worth of services have been provided? MR. SHILLINGER: Yes. COMMISSIONER RICE: Could I ask you a question? MAYOR CARRUTHERS: Well, just, Roman has been waving his hand around. MR. GASTESI: Instead of us helping the Clerk justify payment why can't the Clerk help us justify not paying? MR. SHILLINGER: Well, and he's prepared to do 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 that in the context if we go forward with litigation, but understand, I think that we stand to end up paying more than the 625 at the end of the day. We stand a reasonable chance of ending up paying more than 625 if we do that. COMMISSIONER NEUGENT: Bob, in conjunction with what Roman just said, in the private sector and anywhere else in the real world you have to present a legitimate, appropriate billing process for payment or you don't get paid. MR. SHILLINGER: Absolutely. COMMISSIONER NEUGENT: So if our position is that they didn't present that, then I don't, yes, we may have to pay but, you know, produce the appropriate and proper, bona fide billing. MAYOR CARRUTHERS: Except it sounds like this statutory arrangement that we have trumps our requirements. MS. HUTTON: Well, I think the 400, if we can back up a second, the 441 that the judge ordered was based on the 25 percent of our fourth which matches three -fourths that the State already gave them. Right? MR. SHILLINGER: Right. MS. HUTTON: So what we stand to possibly lose All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 17 r� 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 is the difference between our statutory requirement and what our contractual amount was if the court construes the contract against us and says your requirements should be, you know, should have been able to accept what DCF received. Actually, I don't know what was provided. I know at some point in time I did look at some of their documentation. My recollection was it was more in the nature of synopses or computer printouts of things as opposed to copies of individual documentations of specific services provided to any specific person. I think it was more a conglomeration of information or a tally of information as opposed to individual documentation, which I think is what the Clerk is looking for. COMMISSIONER RICE: Are we concerned -- I guess I wanted to direct this to Kim. Are you concerned about them documenting adequately to receive payment for services previously provided, or are you talking about documenting adequately for services yet to be provided in the future? COMMISSIONER WIGINGTON: Well, I think the future definitely needs to be taken care of, but I hate for us to pay for services possibly not provided, and I guess that's what I was trying to All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 18 I I 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 get a comfort level with. COMMISSIONER RICE: I don't think we have a leg to stand on. The law says that you pay 25 percent. So that part's covered. COMMISSIONER WIGINGTON: Regardless of what our contract says? MS. HUTTON: As far as the documentation. They obviously had some documentation. It satisfied DCF. The statute does not say that we pay a fourth of what we think is permissible reimbursement. It's we'll match our share against what the State provides. MR. SHILLINGER: Right. And there are some audit provisions built into the statute, so we can investigate if we think it appropriate. COMMISSIONER WIGINGTON: Hypothetical, has nothing to do with this particular entity, but just the way payment can be made. Some medical organization in Miami commits fraud and bills for a hundred and fifty million dollars and is paid by DCF. The county gets stuck with 25 percent of that? COMMISSIONER RICE: Trust me. First of all, your Baker Act payment from the State is a hunk of money. It doesn't say that you treat X number of patients for that money. It's twelve months' worth All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 19 1 LA LIM 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 of funding to provide what is essentially an unlimited amount of Baker Act services, whether you have thirty patients a year that you're treating or six hundred patients a year that you're treating. COMMISSIONER WIGINGTON: I got you. Okay. COMMISSIONER RICE: So it's really not broken down by individuals that receive treatment like you would expect in a medical office. At the beginning of the year you know how much, give or take some years because they will take some away from you sometime during the year or sometimes a little extra comes in, fine, but historically it's never impacted the County's percentage. You see, you really aren't paying for services in a way, because the State law requires you to match -a percentage. COMMISSIONER WIGINGTON: Understood. Okay. MR. SHILLINGER: Right. And there's a provision in the statute that says that if they receive other matching local funds, someone gives them a bequest on a will or the city decides to kick in some money or the school board or something like that, then we get a credit for what other monies are raised locally. And we can always send them a ten -dollar check and see if they actually give us credit for it. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 20 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 21 So again, I mean, this is, it's litigation. It's still fluid. I was hoping to have this nailed down a little bit better coming in today. We weren't able to do that. But I would like to at least understand whether there's a comfort level at the 625 number or whether I just need to start gearing up for trial and start taking depositions and spending money on experts. COMMISSIONER WIGINGTON: It doesn't look like we're going to get anywhere. MAYOR CARRUTHERS: Yeah. It looks like all we're going to do is waste time. COMMISSIONER RICE: I think we've got to be comfortable with it whether we are or not. COMMISSIONER NEUGENT: Madam Mayor? MAYOR CARRUTHERS: It's a heck of a system, though, isn't it? COMMISSIONER RICE: Yeah. COMMISSIONER NEUGENT: Bob, you said that nonprofit, profit doesn't matter at this point in time. However, in the future I would think it does matter based upon what our policy is as far as dealing with a nonprofit. So where do we go from here when we quit doing business with these guys? MR. SHILLINGER: I don't think you're ever 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 going to quit doing business with them as long as they're getting DCF contracts. But in terms of whether you can fund them differently and give them additional funds or give another organization that is a nonprofit additional funds, that might be a material difference to treat this situation different than another entity that's providing a similar service. COMMISSIONER NEUGENT: I'm not saying we're not going to have to pay for it for somebody, but our policy says that we will deal with a nonprofit. COMMISSIONER WIGINGTON: But if they're getting money from DCF, it sounds like it doesn't matter. MS. HUTTON: But that's our policy for the human services organizations. MR. SHILLINGER: Making voluntary -- MS. HUTTON: Voluntarily -- MR. SHILLINGER: Contributions. MS. HUTTON: -- giving them grants of money to help them operate to provide services we might otherwise have to provide. This is not a human service organization. It's a different kettle of fish. COMMISSIONER RICE: We could one day be dealing with a not -for -profit when HMA's contract expires All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 22 I 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 and they may bring in a new system there that's not -for -profit because these days -- COMMISSIONER NEUGENT: Didn't the clinic provide the service? COMMISSIONER RICE: We provided it there. They provided it in their psychiatric unit down here. COMMISSIONER MURPHY: But even if it's nonprofit, David, I think I follow Suzanne, it's not going to come under the same heading as the other nonprofits. COMMISSIONER RICE: It's still covered by the State. COMMISSIONER MURPHY: a must. COMMISSIONER RICE: That's right. And it is Yeah. I think we have to do this. COMMISSIONER WIGINGTON: It sounds like it. COMMISSIONER RICE: We don't have to like it. And I particularly don't because I think I can take the credit when I was in office before for trying to help them out by getting their State dollars matched, and then for whatever reason, I was told they didn't bill, maybe it was in the bottom drawer of our employee's desk, but I never figured out why they didn't take advantage of that funding for a All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 23 1 V 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 couple of years or so. So I think we're in a corner. COMMISSIONER WIGINGTON: Can you go back and try to get it down even more, though? MR. SHILLINGER: I could try. I mean, I told them, we played the dicker game where they were at 730, we were at 520, they went to a number, I went to a number, will you recommend this number, and I said I would recommend settlement. I obviously can't commit you to accepting the 625. COMMISSIONER MURPHY: You haggled. MR. SHILLINGER: We haggled, and we ended up in the middle. COMMISSIONER WIGINGTON: You can't go back and say that we told you to take it to court unless they unless they come in with five? MR. SHILLINGER: I could certainly do that. I don't know that I would recommend that that is the wisest course of action. COMMISSIONER MURPHY: I don't like that. That's risky. MR. SHILLINGER: But we can try and see if they'll take a little bit shorter of a haircut. But, you know, understand that they have won so far. COMMISSIONER WIGINGTON: I know. Yeah. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 24 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 25 MR. SHILLINGER: So they're holding more of the cards than we are. And while I think they're somewhat less comfortable in their position that they're in after the counter-offer letter that I wrote pointing out the deficiencies as I saw them, they're not necessarily willing to run up the white flag and accept as gospel my version of the world. COMMISSIONER WIGINGTON: Okay. MR. SHILLINGER: And I will candidly admit in the confines of this room and the sacredness of the closed session that it was an advocacy piece. I had on my hip waders and tap shoes at the same time. So if you can imagine that picture. COMMISSIONER MURPHY: If this is money that we signed on for for a service that we received -- MAYOR CARRUTHERS: I think the big thing that's challenging us is just that there doesn't seem to be any documentation that we received the service although we believe we did. MR. SHILLINGER: Yes. MAYOR CARRUTHERS: But apparently the State doesn't give a hoot. COMMISSIONER RICE: Well, they know what they've provided. They do the audits yearly, and I'm sure there's a report in the hospital somewhere. 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 COMMISSIONER WIGINGTON: And if they were refusing to provide the service and just billing us for it, it would be a different story altogether. COMMISSIONER RICE: Yeah. I don't doubt that they provided the service. COMMISSIONER MURPHY: Pay it. MAYOR CARRUTHERS: So do you feel you have sufficient -- COMMISSIONER WIGINGTON: Can we negotiate it before we pay it? MR. SHILLINGER: Absolutely. MS. HUTTON: I have a couple of concerns. Right now we've got a judgment which either they could appeal because they feel some things were left out or we could appeal. What's the time frame for you to get an agreement that the Commission has signed on to -- MR. SHILLINGER: The beginning of February. So we're not going to have time to, unless we call a special meeting with the terms, you know, we have a written settlement agreement, we're going to have to make a decision on whether we take an appeal on that or not. Now, all that means is we file the $350 filing fee, I write a one-piece pleading that says Notice of Appeal, see attached order, and staple it All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 26 1 14 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 to it and mail it. And so taking an appeal is more expensive because of the filing fee, but it doesn't involve a lot of time or effort to appeal that decision, and that will keep that option open while we continue to negotiate. COMMISSIONER WIGINGTON: Now, if we had a contract, whether we paid it or not, the money was budgeted for two years anyway. We didn't have a contract, so the money may not have been budgeted. MS. HUTTON: Well, actually, the first year it really wasn't budgeted because it was done at the end of the fiscal year. It was done retroactively at the end of the fiscal year. COMMISSIONER WIGINGTON: Okay. What's our funding source for this, Roman? MR. GASTESI: That's the three -percent raise that we were going to give the employees this year. So it's around 625,000. COMMISSIONER WIGINGTON: Oh, that's going to go over well, Bob. MR. GASTESI: No. I guess it's just going to be general fund. MR. SHILLINGER: Yeah. I talked to Tina and she says we do have reserves. She and I have been talking about this case for a while, and so she's All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 27 1 [A 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 aware of that amount. COMMISSIONER WIGINGTON: Well, how can we do this? Can we say negotiate and settle your best up to 625, attaboy if you get it down to five? MR. SHILLINGER: If that message has support from a majority of you I can try and attempt to do that, bring it down under five and at least come back with, you know, a formal agreement. What I would want to do is at least have the authority if we can't reach an agreement in principle by the time we need to take an appeal to at least file the appeal to keep that matter open. Now, understand, I put about a three- to five -percent chance of actually overturning the ultimate outcome. We may get it on the procedural grounds, it'll come back, and we'll have to do it all over again. The benefit of doing that, though, is the date of post -judgment interest instead of running from November 24, 2010, would run from some date in the future, and if it is an extended period of time that could represent some savings. COMMISSIONER WIGINGTON: I'm comfortable saying get it as close to five as you can, knowing that you can -- MR. SHILLINGER: When you say get it close to All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 28 1 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 five, do you mean 500 or 599? I understood the Administrator to say a number with a five on the front of it. COMMISSIONER WIGINGTON: Yeah. Get it as low as possible. I like 500, actually, but knowing that you can do 625 if you have to. MR. SHILLINGER: Okay. COMMISSIONER WIGINGTON: And knowing that the County employees will blame you for not getting a raise. COMMISSIONER MURPHY: He's to blame for global warming. Why not that? MAYOR CARRUTHERS: I think that whoever this employee is who kept the stuff in his drawer is who is to blame. COMMISSIONER MURPHY: But he's gone, so we'll blame Bob. MR. GASTESI: That was my first dismissal, by the way, when I started. That was right when I started. MR. SHILLINGER: All right. Now, in terms of coming up with working out a framework for future payments, are we interested, do you have any direction you want to give me there, or as long as the Clerk's happy with it, the Board'll be happy All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 29 1 IN 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 30 1 with it? MAYOR CARRUTHERS: Roman? MR. GASTESI: Is it possible to split it over two fiscal years? COMMISSIONER WIGINGTON: Oh, that's a good idea. MR. SHILLINGER: They might be willing to accept the lump payment over two, and we might end up having to pay more to do that. You know, instead of going into the fives they might say we'll take 625 and split it over two fiscal years, you know, six months apart or eight months apart or nine months apart. I mean, I can play with that. MS. HUTTON: That would be helpful. MR. SHILLINGER: That would be helpful. COMMISSIONER WIGINGTON: You can get five now or 550 in two payments. MR. SHILLINGER: But in terms of the process going forward, is there any direction you want to give me on what you'd be comfortable with in terms of requiring documentation? My idea of a simple, you know, DCF requires this, we do the math? COMMISSIONER WIGINGTON: No. Let's satisfy the Clerk on this one, and if he doesn't pay it then we'll deal with it. All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West Im Im 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 Don't you think? COMMISSIONER RICE: That's fine with me. MR. SHILLINGER: Okay. COMMISSIONER NEUGENT: Of course I would bet they'd probably tack on ten percent interest. MR. SHILLINGER: Pre -judgment interest on the statutory amount is what they can get as a post -judgment interest because we have sovereign immunity for the pre -judgment interest. All right. I think I have my direction. COMMISSIONER WIGINGTON: And let's not let this thing happen again. COMMISSIONER NEUGENT: I agree. MAYOR CARRUTHERS: I guess we should have come back at 1:30. MR. SHILLINGER: All right. Thank you. MS. HUTTON: Mayor, if you will close the closed session? MAYOR CARRUTHERS: The closed session is closed. (Proceedings concluded at 3:05 p.m.) All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West 31 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 V 32 C E R T I F I C A T E STATE OF FLORIDA ) COUNTY OF MONROE ) I, Susan L. McTaggart, Court Reporter and Notary Public, State of Florida at Large, do hereby certify that I was authorized to and did report by stenotype the proceedings in the above -entitled matter, and that the transcript is a true record of said proceedings. Dated this 29th day of January, 2011. Susan L. McTaggart, Court Reporter All Keys Reporting — Court Reporters — (305) 289-1201 Locations in Key Largo, Marathon & Key West