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Item N5Meeting Date: 12/9/15 Bulk Item: Yes X BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Department: County Attorney No Staff Contact /Phone #: Chris Ambrosio x3477 AGENDA ITEM WORDING: Approval of Settlement Agreement and Release in the matter of Monroe County i% Paul Mills, et al., Case No.: CA-K-10-1050 and authorization for the County Attorney to execute same on behalf of the County. ITEM BACKGROUND: The County and Mr. Mills reached a settlement agreement in 2014 but Mills refused to execute the document despite agreeing to its terms through his attorney. Under the agreement, Mills was to make payments to the County totaling $8,000.00 among other terms. (In order for Mills to perform audits in which Monroe County is an intended recipient, Mills must provide proof that he (a) is a CPA in good standing and maintains a current license with the Florida State Board of Accountancy, (b) completed 80 hours of continuing professional education from a BOA approved program, (c) has malpractice insurance covering his services, and (d) in which the subject contract calls for payment of $100,000.00 or greater, Mills must be a American Institute of Certified Public Accountants member in good standing and participate in its "Peer Review Program" to ensure compliance with professional standards.) In 2015, the County filed a motion to compel Mills to execute the settlement agreement. During the hearing on that motion, the Court advised that it would grant the motion if the BOCC took affirmative steps to authorize the County Attorney to sign the settlement agreement on its behalf despite the fact that Section 2-184 of the Monroe County Code authorizes the County Attorney to execute settlement agreements on the County's behalf within a certain dollar amount. Board approval of the agreement is sought to satisfy the condition imposed by the Court. PREVIOUS RELEVANT BOCC ACTION: NIA CONTRACT/AGREEMENT CHANGES: NIA STAFF RECOMMENDATIONS: Approve. TOTAL COST: INDIRECT COST: DIFFERENTIAL OF LOCAL PREFERENCE: BUDGETED: Yes No COST TO COUNTY: SOURCE OF FUNDS: REVENUE PRODUCING: Yes //No AMOUNT PER MONTH Year APPROVED BY: County Attornea— OMB/Purchasing Risk Management DOCUMENTATION: Included X Not Required DISPOSITION: AGENDA ITEM # Revised 6115 IN THE CIRCUIT COURT OF THE 16TH JUDICIAL CIRCUIT OF THE STATE OF FLORIDA, IN AND FOR MONROE COUNTY MONROE COUNTY, a political subdivision of the STATE of FLORIDA, Plaintiff, VS. CASE NO.: CA K 10-1050 STAND UP FOR ANIMALS, INC., et al. Defendants. SETTLEMENT AGREEMENT AND RELEASE This Settlement Agreement and Release is entered into between Plaintiff, MONROE COUNTY ("Plaintiff' or "County"), a political subdivision of the State of Florida, and Defendant, PAUL S. MILLS, CPA ("Defendant" or "MILLS")(collectively, the "Parties"), by and through their respective attorneys, and for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, and intending to be legally bound hereby, the Parties stipulate to the settlement and release of all claims in this proceeding directed against each other, and agree as follows: 1. Defendant agrees to pay Plaintiff, Monroe County, the sum of eight thousand dollars ($8,000.00) (the "Settlement Amount") in full and final settlement of all claims raised in the pleadings by and between these Parties. 2. Defendant shall pay the first one thousand dollars ($I,000.00) of the Settlement Amount to Plaintiff at the time of execution of this Settlement Agreement, and then pay seven hundred fifty dollars ($750.00) on a quarterly basis starting after execution and until the Settlement Amount remainder of seven thousand dollars ($7,000.00) is paid in full. Payments Page- 1 - shall be made in the form of cashier's check payable to Monroe County Board of County Commissioners. Payments shall be delivered to the County Attorney's Office 11 11 121h Street, Suite 408, Key West, FL 33040. Upon receipt of the final payment and/or full Settlement Amount, Plaintiff shall file a Voluntary Dismissal with Prejudice of its claims against Defendant. The Parties agree that in the event that the Defendant fails to fully and completely comply with this provision then the Settlement Agreement shall be voidable by the Plaintiff, in which event the Plaintiff shall retain all consideration tendered by Defendant and may apply to the Court for an injunction to prevent further violation by Defendant, and for any other remedies the Court shall deem necessary. If the Defendant shall default in payment hereunder, Plaintiff shall be entitled to judgment, execution, costs, interest at the rate provided by law, and attorneys' fees, after written application to the Court. 3. Defendant further agrees not to perform any audits in which Monroe County is an intended recipient, i.e., in which the audit is required as a term and condition of a contract with Monroe County, unless the Defendant first provides proof of compliance with all of the following: a. The Defendant is a Certified Public Account (CPA) in good standing and maintains a current license with the Florida State Board of Accountancy (BOA); b. The Defendant completes eighty (80) hours of continuing professional education from a program approved by the BOA; C. Defendant maintains current active malpractice insurance covering services provided; and d. For audits for a client in which the audit is required as a term and condition of a contract with the County in which the value of the contract is equal to one hundred thousand dollars ($100,000.00) over the term of the contract, i.e., in which the contract calls for payment equal to or greater than one hundred thousand dollars ($100,000.00), the Defendant must be an active current member in good standing of the American Institute of Certified Public accountants (AICPA) and as an AICPA member must participate in the "Peer Review Program" to ensure compliance with professional standards. Page - 2 - 4. It is understood and agreed that this settlement is the compromise of disputed claims and that the payment made is not to be construed as an admission of liability on the part of the party hereby released and that said releases deny liability therefore and intend merely to avoid litigation. The Parties hereby irrevocably release each other, their officers, directors, agents, and/or employees, and their respective heirs, assigns, and/or successors from each and every claim that was asserted in this proceeding, and from each and every claim that could have been raised in these proceedings against each other. The intent of the Parties is to secure a final resolution of all claims that were raised and could have been raised against each other, and each releases and waives all such claims against the other. 5. The Parties agree that the Circuit Court in and for Monroe County, Florida will retain jurisdiction to enforce the terms of this Settlement Agreement and that should any party be caused to enforce this Settlement Agreement that the non -breaching party will be awarded attorney's fees and costs. 6. This agreement is not assignable without the express written consent of the other party; such consent shall not be unreasonably withheld. 7. The Plaintiff is a political subdivision of the State and thus subject to Chapter 119, Florida Public Records Act. To the extent permitted by Iaw, the Parties agree that the terms of this Settlement Agreement will only be divulged to any third person or entity as required in pursuant to a public records request. The Parties stipulate that each party will assume its own attorney's fees and costs associated with this proceeding. 8. The undersigned persons further declare and represent that no promise, inducement, or agreement not herein expressed has been made, and that this Agreement and Release contains Page - 3 - the entire agreement between the Parties hereto, and that the terms of this Agreement and Release are contractual and not a mere recital: 9. The signatories to this Settlement Agreement represent that they are fully authorized to execute this document. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of , 2015. PAUL MILLS on behalf of PAUL S. MILLS, CPA I HEREBY CERTIFY that on this day, before me, an officer duly authorized in the State aforesaid and in the County aforesaid to take acknowledgments, personally appeared PAUL MILLS, to me known to be the person described or who has produced as identification and who executed the foregoing instrument and he acknowledged before me that he executed the same. WITNESS my hand and official seal in the County and State last aforesaid this day of , 2015. NOTARY PUBLIC, STATE OF My Commission Expires: Commission No. By: Dated: Jiulio Margalli FBN: 992216 margaili@keywestlawyer.com The MargaIli Law Office, P.A. Attorneys for Defendant, MILLS 1010 Kennedy Dr. Suite 307 Key West, FL 33040 Office: 305-295-93 82 Fax: 305-295-6916 Page - 4 - For Plaintiff, Monroe County: By: Robert B. Shillinger, County Attorney Dated: For Plaintiff, Monroe County: By: Mayor Dated: Attest: Amy Heavilin, County Clerk Clerk Dated: Page - 5 -