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Backup Documents 07/08/2014 Item #16A30
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIT b pi 3 Q TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING SLIP 4A fy Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is alrea complete th the exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the Count/Attorney Office. Route to Addressee(s) (List in routing order) Office Initials Date 1. 2. 3. Jeff Klatzkow, County Attorney Office County Attorney Office vrr / 4. BCC Office Board of County / Commissioners Vi4 `I l `1 5. Minutes and Records Clerk of Court's Office n -1 I 1 PRIMARY CONTACT INFORMATION IJ CIS Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above,may need to contact staff for additional or missing information. Name of Primary Staff Laurie Bead Phone Number 252-5782 Contact/ Department Agenda Date Item was 7/8/14 Agenda Item Number 16a30 Approved by the BCC Type of Document Agreement — �o.c Number of Original 1 Attached Documents Attached PO number or account number if document is 313-163673-633011-601711 to be recorded INSTRUCTIONS & CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not appropriate. (Initial) Applicable) 1. Does the document require the chairman's original signature? LB 2. Does the document need to be sent to another agency for additional signatures? If yes, N/A provide the Contact Information(Name;Agency;Address; Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be LB signed by the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. 4. All handwritten strike-through and revisions have been initialed by the County Attorney's N/A Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the LB document or the final negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's LB signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip LB should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 07/08/14(enter date)and all changes LB made during the meeting have been incorporated in the attached document. The County Attorney's Office has reviewed the changes,if applicable. 9. Initials of attorney verifying that the attached document is the version approved by the : BCC,all changes directed by the BCC have been made,and the document is ready for e , Chairman's signature. VN� I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04,Revised 1.26.05,Revised, .' 1 _Revi -• 1/30/12 16A30 DEVELOPER AGREEMENT THIS DEVELOPER AGREEMENT (hereinafter referred to as the "Agreement") is made and entered into this 8th day of July, 2014, by and between Hacienda Lakes of Naples, LLC, with an address at 7742 Alico Rd, Fort Myers, FL 33912 (hereinafter referred to as "Developer"), and Collier County, Florida, a political subdivision of the State of Florida (hereinafter referred to as "County"). RECITALS: WHEREAS, Developer is the owner of approximately 2,262 acres of land located on the east side of Collier Boulevard at the intersection of Collier Boulevard and Rattlesnake-Hammock Road and North and South of Sabal Palm Road in Collier County, Florida, known as the Hacienda Lakes MPUD, more particularly described in Ordinance No. 2011-41 and shown on Exhibit A (hereinafter referred to as the "Development"); and WHEREAS, the Board of Collier County Commissioners approved the Hacienda Lakes Development of Regional Impact under Resolution No. 2011-201 (hereafter referred to as the "Development Order"), which specifically outlined the transportation commitments and defined the Developers' obligations and the County's participation; and WHEREAS, Section 5.E.III of the Development Order provides in relevant part as follows: "The Owner shall construct, at its sole expense, Rattlesnake Hammock Road Extension from the road leading into Swamp Buggy grounds to the future Benfield Road as a two lane road, including construction of the Rattlesnake Hammock Road Extension at Benfield Road intersection... Since only a portion of the capacity to be provided by this two lane section will be consumed by the Hacienda Lakes DRI, the Owner shall receive road impact fee credits equal to 50% of the cost of this improvement. The cost of this improvement will be determined at the time of construction, and shall include the fair market value of the land or easement when the owner conveys the road right- of-way to the County, free and clear of liens and encumbrances. Fair market value has been determined to be $30,000 per acre. The improvement and the area INSTR 5007270 OR 5057 PG 3506 1 RECORDED 7/15/2014 9:30 AM PAGES 15 DWIGHT E. BROCK, CLERK OF THE CIRCUIT COURT COLLIER COUNTY FLORIDA REC$129.00 16A30 allowed to develop upon completion of this improvement are depicted in Figure 3, below. Fifty percent (50%) of the cost of this improvement is deemed a site- related improvement;" and WHEREAS, the Collier County Metropolitan Planning Organization's adopted Long Range Transportation Plan identifies this facility as a four lane roadway; and WHEREAS, the parties wish to avoid impacting current and future residents with multiple construction projects; and WHEREAS, Developer and County agree to the construction of the road segment as a four lane roadway, as shown on Exhibits B1 & B2 (hereafter referred to as "Road Project"); and WHEREAS, Developer agrees to fully bear the cost differential between constructing the road as a four lane roadway instead of a two lane roadway, with the parties otherwise adhering to the process set forth in Section 5.E.III of the Development Order, in accordance with certain terms and conditions set forth below; and WHEREAS, the Growth Management Administrator has recommended to the Board of County Commissioners that the Road Project is in conformity with contemplated improvements and additions to the County's transportation network; and WHEREAS, after reasoned consideration by the Board of Commissioners, the Board finds and reaffirms that: a. The Road Project is in conformity with the contemplated improvements and additions to the County's transportation system; and b. The Road Project, viewed in conjunction with other existing or proposed plans, including those from other developers, will not adversely impact the cash flow or liquidity of the County in such a way as to frustrate or interfere with other planned or ongoing growth-necessitated capital improvements and additions to the County's transportation system; and c. The Road Project is consistent with both the public interest and with the comprehensive plan, including the most recently adopted five-year capital improvement program for the County's transportation system and the Long Range Transportation Plan. 2 6 A WITNESSETH: NOW, THEREFORE, in consideration of $10.00 and other good and valuable consideration exchanged between the parties, and in consideration of the covenants pertained herein, the parties agree as follows: 1. All of the above recitals and exhibits referenced therein are true and correct and are hereby expressly incorporated herein by reference as if set forth fully below. 2. Developer shall design and construct the Road Project in accordance with applicable Collier County and FDOT design standards and specifications for arterial roads as depicted in the plans developed by a planning and engineering firm retained by Developer (hereafter referred to as the "Design Engineer") and under review by Collier County under Plans and Plat Application No. PL#20130000589. Completion of the construction of such Road Project shall satisfy the Developer requirements of Section S.E. III of the Development Order. The proposed typical section for the Road Project is shown in Exhibit C. 3. If the Developer desires to record a plat that includes the right-of-way tract for the improvements discussed in this Agreement prior to acceptance of the improvements, then it shall provide surety via a separate instrument in a form acceptable to the County for 100% of the outstanding work and 10% of the total work. If recordation of the plat is not necessary until after completion of the improvements, then surety equal to 10% of the costs incurred shall be required during the one-year maintenance period. 4. The Developer shall receive Road Impact Fee Credits equal to fifty percent (50%) of the cost of the two lane portion of Road Project ("Road Costs"). The Road Costs shall be determined as the sum of right-of-way costs, design fees, construction engineering and inspections (CEI) and the Road Project construction costs as further described below. For the purposes of design fees and CEI fees, they shall be divided into design and CEI fees for portions of the project that are impact fee creditable. These divided design and CEI fees will be specific to the project, however, will not exceed the recent average County contracted design and CEI fee percentages versus construction costs for County sponsored road projects. In accordance with documentation received from the Collier County Transportation Engineering Department, total design fees should not be more than 12.5% and total (developer paid and County paid combined) 3 16A30 30 CEI fees should not be more than 10.8% of construction costs. The Design Engineer shall certify in writing of the amount of the design services that are attributable to the Impact Fee Creditable portion of the project. 5. The Road Impact Fees Credits identified herein shall run with the Development and shall be reduced by the entire amount of each Road Impact Fee due to the County by Developer or its assignees (for any need including, but not limited to issuance of site plan or plat approvals as well as building permits) thereon until the credits are exhausted or otherwise no longer available. The Road Impact Fee Credits may be assigned by the Developer to other parties and shall be allowed to be used in the same road district or any adjacent road district. The credits set forth herein shall be applied solely to Road Impact Fees, and shall not offset, diminish or reduce any other charges, fees or other Impact Fees for which Developer, its successors and assigns are responsible in connection with the development of their lands. It shall be the Developer's or its assignees' obligation to notify the County that a credit is available for use in offsetting a Road Impact Fee obligation. A copy of the Impact Fee Ledger, setting forth the amount of Impact Fee Credits granted pursuant to this Agreement, is attached as Exhibit D. 6. The following process shall be followed in order to determine unit prices for the computation of Road Impact Fee Credits on the Road Project construction costs. a. The Developer shall prepare and the County shall review and approve all plans for the Road Project. A bid tab defining quantities and items shall be prepared by the Design Engineer following the second review of the Road Project plans. Upon approval of this preliminary bid tab a bid package inclusive of the Road Project plans and bid tab shall be prepared in preparation of project for advertising. b. The Developer will place an ad in the local newspaper and advertise in the County's website soliciting bids for the Road Project at least 15 calendar days prior to the date for which the bids or proposals are due. The County shall use its email purchasing notification system to notify all applicable registered vendors in the County's database of the purchase. All sealed bids received by the Developer and the County shall be provided to the County's Purchasing Department. The County shall be responsible for reviewing all solicitation announcements and the tabulated results (bids or proposals received) and will rank all qualified bids or proposals from lowest to highest. Any questions or 4 16A . 0 comments from prospective bidders or proposers will be forwarded to the Developer for action. If any addenda to the bid solicitation are needed, the Developer will address and provide appropriate responses to the County's Purchasing Department for distribution to all the bidders or proposers. c. Developer shall document to the County the results and outcomes of each such solicitation. d. The Developer may negotiate with one of the bidders or any other firm or group of firms to complete the Road Project. However, the Road Impact Fee Credits for the eligible portions of the Road Project shall not exceed the lowest qualified bid price for that item as submitted to the County. e. If the lowest bid exceeds the engineer's estimate by 20%, then County and Developer must mutually agree that such price is reasonable and agreeable to both parties. 7. The Developer shall engage the services of a third party CEI inspection firm, which firm is acceptable to the County, to ensure that the project is constructed to the approved design standards and to document the final quantities that shall be used for computation of the Road Impact Fee Credits. The Developer engaged CEI shall share inspection service requirements with the County provided CEI for this project. For this project, that sharing of resources shall be on a 50%/50% basis. However, if there is a dispute, the County CEI direction shall control. The County will review and approve all final quantities. a. The Developer's CEI shall keep the County's Construction Project Manager informed of all significant activities, decisions, correspondence, reports, and other communications. It shall be the responsibility of the Developer's CEI to administer, monitor, and inspect the Road Project to ensure the Road Project is constructed in reasonable conformity with the plans, specifications, and special provisions of the permit for Road Project. b. The Developer's CEI shall observe the Contractor's work to determine the progress and quality of work, and shall maintain detailed accurate records of the Contractor's daily operations and of significant events that affect the work. The Developer's CEI will monitor off-site activities and fabrication unless otherwise stipulated by 5 16A3Q agreement with the Developer and/or the County, shall identify discrepancies, report significant discrepancies to the Developer and the County, and direct the Contractor to correct such observed discrepancies. The Developer's CEI shall inform the County Construction Project Manager of any significant omissions, substitutions, defects, and deficiencies noted in the work of the Contractor and the corrective action that has been directed to be performed by the Contractor. c. The Developer's CEI shall facilitate communications between all parties ensuring responses and resolutions are provided in a timely manner, and shall maintain accurate records to document the communication process. d. The Developer's CEI shall monitor and inspect Contractor's Work Zone Traffic Control Plan and review modifications to the Work Zone Traffic Control Plan, including Alternate Work Zone Traffic Control Plan. e. The Developer's CEI shall oversee sampling and testing in conjunction with a licensed laboratory. The sampling and testing of component materials and completed work items are to ensure that the materials and workmanship incorporated in the project are in reasonable conformity with the plans, specifications and contract provisions. Provide daily surveillance of the contractor's quality control activities and perform the sampling and testing of materials and completed work items for verification and acceptance according to FDOT Standards. f. During the term of the Road Project, the County will review various phases of the Developer's CEI operations, such as construction inspection, materials sampling and testing, and administrative activities, to determine compliance with this Agreement. The Developer's CEI shall cooperate and assist County representatives in conducting the reviews. If deficiencies are indicated, remedial action shall be implemented immediately. g. The Developer's CEI shall schedule and conduct a pre-construction conference with appropriate County staff. The purpose of this meeting is to discuss the required documentation, including as-builts, necessary for permit(s) compliance. Record significant information revealed and decisions made at this conference and distribute copies of the minutes to the appropriate parties. 6 16A30 h. The Developer's CEI shall review all requests for change orders by the contractor and if acceptable to the Developer's CEI, they shall be presented to the Developer and the County for final approval prior to authorization being given to the contractor. i. Upon Project completion, the Developer's CEI shall certify that the inspection, testing and documentation was done in accordance with the project's specifications, plans, standard indexes, and County permits and procedures. The Developer's CEI shall submit the final construction quantities of the Road Project and two (2) sets of final "as-built plans" (one in ACAD format and one in paper format) that documents the Contractor's work on the Project. These shall be in X, Y, Z coordinate system and shall be in accordance with County standards and the Collier County Utilities Ordinance. 8. The total amount of Road Impact Fee Credits shall equal fifty percent (50%) of the sum of right-of-way costs, design fees, construction costs and CEI fees for the two-lane portion of the four-lane roadway. As agreed to in the Development Order section 5.E.III, right-of-way costs shall be computed at a rate of $30,000 per acre for the land and shall also include mitigation costs per section S.H. Mitigation Costs have been agreed by the parties to equal $13,175.85 per acre; based on the estimated right-of way of 4.02 acres, right-of way costs shall total $173,566.92, but shall be "trued-up" following final determination of the acreage. Design fees shall be computed as the product of the ratio of the impact fee creditable construction costs over the total construction costs multiplied by the sum of the actual Developer costs for the Design Engineer and other consultants necessary during the permitting and bidding process. Construction costs shall be determined as the product of the two-lane quantities provided by the Design Engineer multiplied by the unit pricing determined under the process outlined above. Developer's CEI fees shall be computed as the product of the ratio of the impact fee creditable construction costs over the total construction costs multiplied by the sum of the actual Developer costs for CEI inspection services and testing. Developer's CEI rates shall not exceed existing County approved continuing services contract rates for CEI services in effect at the time of this Agreement. 9. Developer shall keep a ledger of expenses specifically for the Road Project and such ledger shall be presented to Collier County monthly and upon completion of the Road Project. 7 1 6 A 3 0 Legal Matters 10. The Road Project shall be submitted for review, permitting and inspection through the Collier County Community Development Engineering Services Department and the Collier County Transportation Right-Of-Way Department. Final acceptance shall be consistent with the typical County acceptance process for public roads. The Design Engineer shall attend any and all public meetings regarding this Road Projects at no cost to Collier County. 11. The burdens of this Agreement shall be binding upon, and the benefits of this Agreement shall inure to, all successors in interest to the parties to this Agreement. Upon giving written notice to the County, Developer may assign all or part of the Road Impact Fee Credits, utilizing the County's then-current form of assignment, to successor owners of all or part of the Development, or as otherwise provided for in the Collier County Consolidated Impact Fee Ordinance. 12. Developer acknowledges that the failure of this Agreement to address any permit, condition, term or restriction shall not relieve Developer or its successors or assigns of the necessity of complying with any law, ordinance, rule, or regulation governing said permitting requirements, conditions, terms, or restrictions. 13. This Agreement shall not be construed or characterized as a development agreement under the Florida Local Government Development Agreement Act. In the event state or federal laws are enacted after the execution of this Agreement, which are applicable to and preclude in whole or in part the parties' compliance with the terms of this Agreement, including but not limited to State legislation which materially changes the County's ability to charge impact fees, then in such event this Agreement shall be modified or revoked as is necessary to comply with such laws, in a manner which best reflects the intent of this Agreement. 14. The Developer shall execute this Agreement prior to it being submitted for approval by the Board of County Commissioners. This Agreement shall be recorded by the County in the Official Records of Collier County, Florida, within fourteen (14) days after the County enters into this Agreement. The Developer shall pay all costs of recording this Agreement. A copy of the recorded document will be provided to all parties upon request. The parties hereto shall do all things which may be required to give effect to this Agreement immediately as such requirement is made known to them or they are requested to do so, whichever is the earlier. 8 16A30 15. This Agreement shall be governed by and construed under the laws of the State of Florida. In the event of any dispute under this Agreement, the parties shall attempt to resolve such dispute first by means of the County's then-current Alternative Dispute Resolution Procedure, if any. Following the conclusion of such procedure, if any, either party may file an action for injunctive relief in the Circuit Court of Collier County to enforce the terms of this Agreement, and remedy being cumulative with any and all other remedies available to the parties for the enforcement of the Agreement. 16. Except as otherwise provided herein, this Agreement shall only be amended by mutual written consent of the parties hereto or by their successors in interest. All notices and other communications required or permitted hereunder (including County's option) shall be in writing and shall be sent by Certified Mail, return receipt requested, or by a nationally recognized overnight delivery service, and addressed as follows: To County: To Developer: Collier County Manager's Office Hacienda Lakes of Naples LLC 3299 Tamiami Trail East, Suite 202 7742 Alico Road Naples, FL 34112-5746 Ft. Myers, FL 33912 Phone: (239) 252-8383 Phone: (904) 762-4454 17. This Agreement, together with Ordinance No. 2011-41 and Resolution No. 2011-201, constitutes the entire agreement between the parties with respect to the activities noted herein and supersedes and takes the place of any and all previous agreements entered into between the parties hereto relating to the transactions contemplated herein. All prior representations, undertakings, and agreements by or between the parties hereto with respect to the subject matter of this Agreement are merged into, and expressed in, this Agreement, and any and all prior representations, undertakings, and agreements by and between such parties with respect thereto hereby are canceled. Nothing contained herein shall be deemed or construed to create between or among any of the parties any joint venture or partnership nor otherwise grant to one another the right, authority or power to bind any other party hereto to any agreement whatsoever. 18. This Agreement is intended to supplement and be fully consistent with Ordinance No. 2011-41 and Resolution No. 2011-201. Should any dispute develop with respect to any 9 16A30 inconsistency between this Agreement and these Development Orders, the terms of the Development Orders shall prevail. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E.BROCK,,CLERK COLLIER CO TY, FLORIDA Do t .t A T• HENNIN t. "HAIRMAN Attest as-to Chairman 7 ep signature only. a Hacien.: �,'-s`=+• es, /C,411V i Signed, sealed and delivered By: in the presence of: Name:% ice.D -.. -(1;4'1-e-0;5 U1JAiL & i�,natur /, c 6 , r,�Al ja Print-d N. e Sigture I, , f/ I ' / 1 GG-r- Printed Name STATE OF FLORIDA COUNTY OF Zee. The foregoing instrument was acknowledged before me this 7 day of Ji , 2014, by El 1 orre z3 as 4a ci0Ci-r'" fo .cienda La es of Naples, LLC, who is personally (' known to me o as:produ •d as identification stsi NNotary Public State of Florida No ar; Public Maritza Aguiar .7J L9t J a—,- i %+ . My Commission FF 075151 o r� Expires 12/08/2017 Printed Name Itiiii NO Appre �, II', 1TI and legality: v11i' i �l Jeffrey A. 1.'� , County Attorney 10 x v.,\3,\ n 16430 __________________ i ks.. FIENSACOLA TALLAHASSEE . .... ,. EXIT 101 r NT �� SRS TA T� /' r5 �/Irerr��z 6 40 Vidi9 T talc* l �� J .4 .TAMPA s 4 COLLIER COLNTY — ci COMMUNITY opi • - MALI v DEVELOPMENT p DISTRICT a BOUNDARY w VICINITY MAP D E 0 N.TS. O 5:. CC glg.703:go:1:11:10L1lir 0 W THE LORD'S 4 o war �`�� AREA OF PROPOSED a E 0 I a0 PHASE 2 CONSTRUCTION a •• RATTLESNAKE g RATTLESNAKE HAMMOCK RD.I�1� HAMMOCK ROAD EXTENSION N - '1 DEVELOPMENT BOUNDARY if o f.. / d 2 0 1/2 MILE o a 0 U O J SABAL PALM ROAD c ' s Z 0 '. //// m MITIGATION x / PHASE A // //T////, COMMUNITY DEVELOPMENT DISTRICT LANDS r) cv NOTE: THE DEVELOPMENT IS ZONED MPUD HACIENDA LAKES 950 Encore Way CHECKED BY : PROJECT No. Naples, FL. 34110 PHASE 2 W.T.C. 2013.009 Phone: (239) 254-2000 DRAWN BY: CAD FILE NAME: tail Florida Certificate of LOCATION MAP JON PR PP 04GIES PLMtERS-9JRVE1'4)R5 Authorization No.1772 DATE : EXHIBIT— ITEM 03/2013 1 - x\-\\ ,\ 16A30 ,..q,,,,,,„,„ 11110' IIIIIII =: _ 1►���I�� ��� 1111'. 0 2400 4800 _ _ `r `: :.; , :: =': .>':: SCALE IN FEET 5� y{ 11' r f, I 1 `� a '/ i "� .. A; r 1 11 ?¢ . / r PR®POSED „ , ' ..r.. 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N ss x D 03 D ' 1 13 co O ` V rn v 0 C)_ 0 N > r " _• 1 =m '� z rn sN mm rn rn N L p x p5 x 0 -0 n Z "�< 0 N� °0 C 0 NOZ i <NC v0 v C O XI XI TI rn CO vz 0 D CO NC � N 0 rn H- M m m N) z mm 00 .. c°im �N ' v ° D� 0 r oO m o' D�1 C CO 1c,, g C rN °;v 33 ki yA ao 2 Si' co zrn m'. R. r � �� o o = Dr ° $ g N in R m°. zA O f*) 7� C A � om v • Drn A m Umm , m 4,D_ DA-T1 77 O i 0 mn �ZZ NW FF" A CI u O / 16A30 EXHIBIT D HACIENDA LAKES DEVELOPER CONTRIBUTION AGREEMENT ROAD IMPACT FEE CREDIT LEDGER Impact fee ledger Beginning Balance $608,718.45 DATE LOT# YEAR CREDIT AMT BALANCE PERMIT# Beginning Balance $608,718.45