Agenda 04/24/2018 Item #17A04/24/2018
EXECUTIVE SUMMARY
This item requires ex parte disclosure be provided by the Commission members. Should a hearing
be held on this item, all participants are required to be sworn in. Recommendation to approve an
Ordinance amending Ordinance Number 2004-41, as amended, the Collier County Land
Development Code, which established the comprehensive zoning regulations for the unincorporated
area of Collier County, Florida, by amending the appropriate zoning atlas map or maps by
changing the zoning classification of the herein described real property from a Rural Agricultural
(A) zoning district to a Residential Planned Unit Development (RPUD) zoning district for the
project to be known as the Rushton Pointe RPUD, to allow construction of a maximum of 229
residential dwelling units on property located on the west side of Collier Boulevard, approximately
two thirds of a mile south of Immokalee Road, in Section 27, Township 48 South, Range 26 East,
consisting of 38.1± acres. [PL 20150000306]
OBJECTIVE: To have the Board of County Commissioners (Board) review staff’s findings and
recommendations along with the recommendations of the Collier County Planning Commission (CCPC)
regarding the above referenced petition, render a decision regarding this rezoning petition, and ensure the
project is in harmony with all the applicable codes and regulations in order to ensure that the community's
interests are maintained.
CONSIDERATIONS: The subject property is located on the west side of Collier Boulevard,
approximately two thirds of a mile south of Immokalee Road, in Section 27, Township 48 South, Range
26 East, Collier County, Florida, consisting of 38.1+/- acres. The petitioner is requesting that the Collier
County Planning Commission (CCPC) consider an application to rezone property from the Rural
Agriculture (A) zoning district to a Residential Planned Unit Development (RPUD) zoning district to
construct a maximum of 229 total single and multi-family dwelling units.
FISCAL IMPACT: The County collects impact fees prior to the issuance of building permits to help
offset the impacts of each new development on public facilities. These impact fees are used to fund
projects identified in the Capital Improvement Element (CIE) of the Growth Management Plan (GMP) as
needed to maintain an adopted Level of Service (LOS) for public facilities. Additionally, in order to meet
the requirements of concurrency management, the developer of every local development order approved
by Collier County is required to pay a portion of the estimated Transportation Impact Fees associated with
the project in accordance with Chapter 74 of the Collier County Code of Laws and Ordinances. Other fees
collected prior to issuance of a building permit include building permit review fees. Finally, additional
revenue is generated by application of ad valorem tax rates, and that revenue is directly related to the
value of the improvements. Please note that impact fees and taxes collected were not included in the
criteria used by staff and the CCPC to analyze this petition.
GROWTH MANAGEMENT IMPACT: The subject site is identified as Urban Designation, Urban
Mixed Use District, Urban Residential Subdistrict, and it’s within a Residential Density Band (Mixed-Use
Activity Center #3) on the Future Land Use Map (FLUM) of the GMP. Staff identified the FLUE
policies relevant to this project and determined that the proposed RPUD may be deemed consistent with
the FLUE of the GMP. Please, see page 26 Item No.4 “Comprehensive Planning Section Review Jan
2018” of the backup material for a more detailed analysis of how staff derived this determination.
Transportation Element: In evaluating this project, staff reviewed the applicant’s Traffic Impact
Statement (TIS) for consistency with Policy 5.1 of the Transportation Element of the GMP using the 2016
Annual Update and Inventory Reports (AUIR).
Policy 5.1 of the Transportation Element of the GMP states,
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“The County Commission shall review all rezone petitions, SRA designation applications,
conditional use petitions, and proposed amendments to the Future Land Use Element (FLUE)
affecting the overall countywide density or intensity of permissible development, with
consideration of their impact on the overall County transportation system, and shall not approve
any petition or application that would directly access a deficient roadway segment as identified in
the current AUIR or if it impacts an adjacent roadway segment that is deficient as identified in the
current AUIR, or which significantly impacts a roadway segment or adjacent roadway segment
that is currently operating and/or is projected to operate below an adopted Level of Service
Standard within the five year AUIR planning period, unless specific mitigating stipulations are
also approved. A petition or application has significant impacts if the traffic impact statement
reveals that any of the following occur:
a. For links (roadway segments) directly accessed by the project where project traffic is equal to or
exceeds 2% of the adopted LOS standard service volume;
b. For links adjacent to links directly accessed by the project where project traffic is equal to or
exceeds 2% of the adopted LOS standard service volume; and
c. For all other links the project traffic is considered to be significant up to the point where it is
equal to or exceeds 3% of the adopted LOS standard service volume.
Mitigating stipulations shall be based upon a mitigation plan prepared by the applicant and
submitted as part of the traffic impact statement that addresses the project’s significant impacts on
all roadways.”
The proposed PUD on the subject property was reviewed based on the then applicable 2016 AUIR
Inventory Report. The TIS submitted in the application indicates that the proposed residential
development will generate approximately 221 PM peak hour two-way trips. Staff also reviewed the
current 2017 AUIR as part of this staff report. The proposed development will impact the following
roadway segments with the listed capacities in the table below.
Roadway Link 2016 AUIR
Existing
LOS
Current Peak Hour
Peak Direction
Service Volume/Peak
Direction
2016 AUIR
Remaining
Capacity
2017 AUIR
Remaining
Capacity
Collier
Boulevard
Immokalee Road
to Vanderbilt
Beach Road
C 3,000/North 1,026 1,033
Immokalee
Road
Collier Boulevard
to Logan
Boulevard
D 3,200/East 637 635
Vanderbilt
Beach Road
Collier Boulevard
to Logan
Boulevard
B 3,000/East 1,524 1,208 LOS
C
Based on the 2016 and 2017 AUIR, the adjacent roadway network has sufficient capacity to
accommodate the proposed new trips for the amended project within the 5-year planning period.
Therefore, the subject rezoning can be found consistent with Policy 5.1 of the Transportation Element of
the GMP. Operational impacts will be addressed at time of first development order (SDP or Plat).
Conservation and Coastal Management Element (CCME): Environmental review staff found this
project to be consistent with the CCME. The project site consists of 11.26 acres of native vegetation; a
minimum of 2.81 (25%) acres of the existing native vegetation shall be placed under preservation and
dedicated to Collier County.
GMP Conclusion: The GMP is the prevailing document to support land use decisions, such as this
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proposed rezoning. Staff is required to make a recommendation regarding a finding of consistency or
inconsistency with the overall GMP as part of the recommendation for approval, approval with
conditions, or denial of any rezoning petition. This petition is consistent with the GMP.
COLLIER COUNTY PLANNING COMMISSION (CCPC) RECOMMENDATION: The CCPC
heard petition PUDZ-PL20150000306 on March 15, 2018, and by a vote of 7 to 0 recommended to
forward this petition to the Board with a recommendation of approval with required changes and
additions to the PUD. There are no letters of opposition with this petition. Moreover, the CCPC vote was
unanimous. As such, this petition will be placed on Summary Agenda.
The required changes and additions to be added to the PUD by the CCPC include:
Exhibit A - Permitted Uses
Adding the “General Permitted Uses” section for uses allowed throughout the PUD
Revising the “Accessory Uses” section to move guardhouses, gatehouses and access control
structures to General Permitted Uses
Exhibit B - Development Standards
Adding the word “Maintenance” to the Clubhouse/Recreational “Maintenance” Buildings column
in Table 1
Adding Footnote #5 to illustrate “There shall be no parking level below habitable floors”
Adding Footnote #5 reference to the “Max number of stories” row under the Principal Structures
Development Standards column
Adding the sentence to Footnote #1 “Any structures, including overhangs, shall not encroach into
a PUE or CUE”
Exhibit C-1 - Master Plan
Deleting the reference “County designed, permitted and construction turnlane; and ac cess limited
to right-in/right-out; and location all per 2005 stipulated final judgement as recorded in Public
Records of Collier County or 3920 pages 445-454.”
Adding Note 7 “Deviations applicable when platted”
Removing road boundaries to show they are all within the “R” district
Exhibit E - Deviations
Correcting references to exhibits in Deviations 1 and 2
Adding Deviation 4 to allow sidewalks on only one side of the two dead end streets
Exhibit F - Developer Commitments
Adding Developer Commitments 8 through 13
LEGAL CONSIDERATIONS: This is a site-specific rezone from a Rural Agricultural (A) Zoning
District to a Residential Planned Unit Development (RPUD) Zoning District for a project to be known as
the Rushton Pointe RPUD. The burden falls upon the applicant to prove that the proposed rezone is
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consistent with all the criteria set forth below. The burden then shifts to the Board of County
Commissioners (BCC), should it consider denying the rezone, to determine that such denial would not be
arbitrary, discriminatory or unreasonable. This would be accomplished by finding that the proposal does
not meet one or more of the listed criteria below.
Criteria for RPUD Rezones
Ask yourself the following questions. The answers assist you in making a determination for approval
or not.
1. Consider: The suitability of the area for the type and pattern of development proposed in
relation to physical characteristics of the land, surrounding areas, traffic and access, drainage,
sewer, water, and other utilities.
2. Is there an adequacy of evidence of unified control and suitability of agreements, contract, or
other instruments or for amendments in those proposed, particularly as they may relate to
arrangements or provisions to be made for the continuing operation and maintenance of such
areas and facilities that are not to be provided or maintained at public expense? Findings and
recommendations of this type shall be made only after consultation with the County Attorney.
3. Consider: Conformity of the proposed RPUD with the goals, objectives and policies of the
Growth Management Plan.
4. Consider: The internal and external compatibility of proposed uses, which conditions may
include restrictions on location of improvements, restrictions on design, and buffering and
screening requirements.
5. Is there an adequacy of usable open space areas in existence and as proposed to serve the
development?
6. Consider: The timing or sequence of development (as proposed) for the purpose of assuring
the adequacy of available improvements and facilities, both public and private.
7. Consider: The ability of the subject property and of surrounding areas to accommodate
expansion.
8. Consider: Conformity with RPUD regulations, or as to desirable modifications of such
regulations in the particular case, based on determination that such modifications are justified
as meeting public purposes to a degree at least equivalent to literal application of such
regulations.
9. Will the proposed change be consistent with the goals, objectives, and policies and future
land use map and the elements of the Growth Management Plan?
10. Will the proposed RPUD Rezone be appropriate considering the existing land use pattern?
11. Would the requested RPUD Rezone result in the possible creation of an isolated district
unrelated to adjacent and nearby districts?
12. Consider: Whether existing district boundaries are illogically drawn in relation to existing
conditions on the property proposed for change.
13. Consider: Whether changed or changing conditions make the passage of the proposed
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amendment necessary.
14. Will the proposed change adversely influence living conditions in the neighborhood?
15. Will the proposed change create or excessively increase traffic congestion or create types of
traffic deemed incompatible with surrounding land uses, because of peak volumes or
projected types of vehicular traffic, including activity during construction phases of the
development, or otherwise affect public safety?
16. Will the proposed change create a drainage problem?
17. Will the proposed change seriously reduce light and air to adjacent areas?
18. Will the proposed change adversely affect property values in the adjacent area?
19. Will the proposed change be a deterrent to the improvement or development of adjacent
property in accordance with existing regulations?
20. Consider: Whether the proposed change will constitute a grant of special privilege to an
individual owner as contrasted with the public welfare.
21. Are there substantial reasons why the property cannot (“reasonably”) be used in accordance
with existing zoning? (a “core” question…)
22. Is the change suggested out of scale with the needs of the neighborhood or the county?
23. Consider: Whether it is impossible to find other adequate sites in the county for the
proposed use in districts already permitting such use.
24. Consider: The physical characteristics of the property and the degree of site alteration which
would be required to make the property usable for any of the range of potential uses under the
proposed zoning classification.
25. Consider: The impact of development resulting from the proposed RPUD rezone on the
availability of adequate public facilities and services consistent with the levels of service
adopted in the Collier County Growth Management Plan and as defined and implemented
through the Collier County Adequate Public Facilities Ordinance [Code ch.106, art.II], as
amended.
26. Are there other factors, standards, or criteria relating to the RPUD re zone request that the
Board of County Commissioners shall deem important in the protection of the public health,
safety, and welfare?
The BCC must base its decision upon the competent, substantial evidence presented by the written
materials supplied to it, including but not limited to the Staff Report, Executive Summary, maps, studies,
letters from interested persons and the oral testimony presented at the BCC hearing as these items relate
to these criteria. The proposed Ordinance was prepared by the County Attorney’s Office. This item has
been approved as to form and legality, and requires an affirmative vote of four for Board approval (SAS)
RECOMMENDATION: Staff concurs with the recommendation of the CCPC, which is reflected in the
attached Ordinance and recommends that the Board approve the applicant’s request to rezone to the
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RPUD zoning district.
Prepared by: Timothy Finn, AICP, Principal Planner, Zoning Division
ATTACHMENT(S)
1. Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (PDF)
2. Proposed Ordinance (PDF)
3. NIM Materials-Attachment A (PDF)
4. Posting Notice-Attachment B (PDF)
5. Correspondence-Attachment C (PDF)
6. [Linked] Back Up Material Rushton Pointe (PDF)
7. legal ad - Agenda ID # 4797 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 17.A
Doc ID: 4797
Item Summary: This item requires ex parte disclosure be provided by the Commission members.
Should a hearing be held on this item, all participants are required to be sworn in. Recommendation to
approve an Ordinance amending Ordinance Number 2004-41, as amended, the Collier County Land
Development Code, which established the comprehensive zoning regulations for the unincorporated area
of Collier County, Florida, by amending the appropriate zoning atlas map or maps by changing the zoning
classification of the herein described real property from a Rural Agricultural (A) zoning district to a
Residential Planned Unit Development (RPUD) zoning district for the project to be known as the Rushton
Pointe RPUD, to allow construction of a maximum of 229 residential dwelling units on property located
on the west side of Collier Boulevard, approximately two thirds of a mile south of Immokalee Road, in
Section 27, Township 48 South, Range 26 East, consisting of 38.1± acres. [PL 20150000306]
Meeting Date: 04/24/2018
Prepared by:
Title: – Zoning
Name: Tim Finn
03/22/2018 10:46 AM
Submitted by:
Title: Division Director - Planning and Zoning – Zoning
Name: Michael Bosi
03/22/2018 10:46 AM
Approved By:
Review:
Zoning Ray Bellows Additional Reviewer Completed 03/22/2018 11:22 AM
Growth Management Department Judy Puig Level 1 Reviewer Completed 03/22/2018 11:44 AM
Zoning Michael Bosi Additional Reviewer Completed 03/26/2018 3:16 PM
Growth Management Department Thaddeus Cohen Department Head Review Completed 03/26/2018 4:37 PM
Growth Management Department James French Deputy Department Head Review Completed 03/27/2018 11:39 AM
County Attorney's Office Scott Stone Level 2 Attorney Review Completed 04/09/2018 8:15 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 04/09/2018 9:08 AM
Budget and Management Office Mark Isackson Additional Reviewer Completed 04/09/2018 12:28 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 04/11/2018 9:54 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 04/16/2018 7:54 AM
Board of County Commissioners MaryJo Brock Meeting Pending 04/24/2018 9:00 AM
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AGENDA ITEM 9-E 17.A.1
Packet Pg. 1340 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
17.A.1Packet Pg. 1341Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD
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Packet Pg. 1342 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1343 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1344 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1345 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1346 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1347 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1348 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1349 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1350 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1351 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1352 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1353 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1354 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1355 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1356 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1357 Attachment: Staff Report-PUDZ-PL20150000306-Rushton Pointe RPUD (4797 : Rushton Pointe RPUD (PUDZ))
17.A.2
Packet Pg. 1358 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1359 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1360 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1361 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1362 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1363 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
17.A.2Packet Pg. 1364Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
17.A.2Packet Pg. 1365Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
17.A.2Packet Pg. 1366Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1367 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1368 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1369 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1370 Attachment: Proposed Ordinance (4797 : Rushton Pointe RPUD (PUDZ))
17.A.3
Packet Pg. 1371 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1372 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1373 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1374 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1375 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1376 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1377 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1378 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1379 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1380 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
17.A.3
Packet Pg. 1381 Attachment: NIM Materials-Attachment A (4797 : Rushton Pointe RPUD (PUDZ))
17.A.4
Packet Pg. 1382 Attachment: Posting Notice-Attachment B (4797 : Rushton Pointe RPUD (PUDZ))
17.A.4Packet Pg. 1383Attachment: Posting Notice-Attachment B (4797 : Rushton Pointe RPUD (PUDZ))
17.A.5
Packet Pg. 1384 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1385 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1386 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1387 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
17.A.5Packet Pg. 1388Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1389 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1390 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1391 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1392 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1393 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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Packet Pg. 1394 Attachment: Correspondence-Attachment C (4797 : Rushton Pointe RPUD (PUDZ))
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džŚŝďŝƚͲϮ͗dLJƉŝĐĂůZŽĂĚ^ĞĐƚŝŽŶ
džŚŝďŝƚͲϯ͗dLJƉŝĐĂůZŽĂĚ^ĞĐƚŝŽŶ;dͲdƵƌŶĂƌŽƵŶĚͿ
džŚŝďŝƚ͗>ĞŐĂůĞƐĐƌŝƉƚŝŽŶ
džŚŝďŝƚ ͗>ŝƐƚŽĨ>ĞǀŝĂƚŝŽŶƐ
džŚŝďŝƚ&͗ĞǀĞůŽƉĞƌŽŵŵŝƚŵĞŶƚƐ
ϯ͘ZWhĞǀŝĂƚŝŽŶ:ƵƐƚŝĨŝĐĂƚŝŽŶƐ͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙ Ϯϰ
ϰ͘ŽŵƉƌĞŚĞŶƐŝǀĞWůĂŶŶŝŶŐ^ĞĐƚŝŽŶZĞǀŝĞǁ:ĂŶϮϬϭϴ͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͘͘ Ϯϲ
ϱ͘E/DDĞĞƚŝŶŐ:ƵŶĞϭϮ͕ϮϬϭϳ͗DĞĞƚŝŶŐEŽƚĞƐĂŶĚ^ŝŐŶͲ/Ŷ^ŚĞĞƚǁŝƚŚĞƌŝĂů͙͙͙͙͙͙͙͙͘ ϯϬ
ϲ͘dƌĂŶƐƉŽƌƚĂƚŝŽŶ/ŵƉĂĐƚ^ƚĂƚĞŵĞŶƚƌĞǀ^ĞƉƚϮϬϭϳ͕ŝŶĐůƵĚĞƐ^ĞƚƚůĞŵĞŶƚŐƌĞĞŵĞŶƚ͙͙͙͙͘͘ ϯϴ
ϳ͘ ŶǀŝƌŽŶŵĞŶƚĂů/ŵƉĂĐƚ^ƚĂƚĞŵĞŶƚ; /^ͿƌĞǀŝƐĞĚĞĐϮϬϭϳ͕ŝŶĐůƵĚŝŶŐ͙͙͙͙͙͙͙͙͙͙͙͙͙͗ ϴϳ
>ŝƐƚĞĚŽƌWƌŽƚĞĐƚĞĚ^ƉĞĐŝĞƐ^ƵƌǀĞLJ
EĂƚŝǀĞͬEŽŶͲEĂƚŝǀĞsĞŐĞƚĂƚŝŽŶKǀĞƌůĂLJĞƌŝĂů
^ƚĂƚĞ,ŝƐƚŽƌŝĐĂů^ƵƌǀĞLJ>ĞƚƚĞƌ
ϴ͘ŽǀĞƌ>ĞƚƚĞƌWƌŽũĞĐƚEĂƌƌĂƚŝǀĞ͕Z͘ĞůůŽǁƐĞŵĂŝů͕ZWh ǀĂůƵĂƚŝŽŶƌŝƚĞƌŝĂƌĞǀ:ƵůLJϮϬϭϳ͙͘͘ ϮϬϵ
ϵ͘ZWhƉƉůŝĐĂƚŝŽŶǁŝƚŚ>ĞŐĂůĞƐĐƌŝƉƚŝŽŶĂŶĚŽǀĞŶĂŶƚŽĨhŶŝĨŝĞĚŽŶƚƌŽůƌĞǀDĂLJϮϬϭϳ͙͘ ϮϮϮ
ϭϬ͘WƌĞͲƉƉůŝĐĂƚŝŽŶDĞĞƚŝŶŐEŽƚĞƐ&Ğďϭϴ͕ϮϬϭϱ͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙ Ϯϯϲ
ϭϭ͘ĨĨŝĚĂǀŝƚŽĨƵƚŚŽƌŝnjĂƚŝŽŶĂŶĚ ǀŝĚĞŶĐĞŽĨƵƚŚŽƌŝƚLJ͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͘͘ Ϯϱϯ
ϭϮ͘ĚĚƌĞƐƐŝŶŐŚĞĐŬůŝƐƚǁŝƚŚWƌŽũĞĐƚEĂŵĞZƵƐŚƚŽŶWŽŝŶƚĞZWhƌĞǀDĂLJϮϬϭϳ͙͙͙͙͙͙͙͙͘ Ϯϱϲ
ϭϯ͘tĂƌƌĂŶƚLJĞĞĚKZŽŽŬϭϰϮϮ͕WĂŐĞϭϵϬϲ͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͘͘ ϮϲϮ
ϭϰ͘ŽƵŶĚĂƌLJĂŶĚdŽƉŽŐƌĂƉŚŝĐ^ƵƌǀĞLJ ůĞĐƚƌŽŶŝĐĂůůLJ^ŝŐŶĞĚĂŶĚĚĂƚĞĚ:ƵŶĞϯ͕ϮϬϭϳ͙͙͙͙͙͙͘ Ϯϲϲ
ϭϱ͘hƚŝůŝƚLJĞĚŝĐĂƚŝŽŶ^ƚĂƚĞŵĞŶƚDĂLJϮϬϭϳ͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͘ Ϯϲϴ
ϭϲ͘ŽůůŝĞƌŽƵŶƚLJ^ĐŚŽŽůƐƌĞǀŝĞǁ͘>ŽĐŬŚĂƌƚĚĂƚĞĚ:ƵŶĞϮϬϭϳǁŝƚŚ/ŵƉĂĐƚŶĂůLJƐŝƐ͙͙͙͙͙͙͘͘ ϮϳϬ
ϭϳ͘ZĞƐŝĚĞŶƚŝĂů&ŝƌĞͲZĞƐŝƐƚĂŶƚŽŶƐƚƌƵĐƚŝŽŶ͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͙͘ Ϯϳϱ
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W>EE/E' s >KWD Ed/E
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
/d DEK͘ϭ
KZ/EE ʹϬϮϭϯϭϴ;ϭͿ
Zh^,dKEWK/Ed ZWh;ZWhͿW>ϮϬϭϱϬϬϬϬϯϬϲ
K>>/ ZKhEdzW>EE/E'KDD/^^/KE;WͿ
Wd ͗DĂƌĐŚϭϱ͕ϮϬϭϴ
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W>EE/E' s >KWD Ed/E
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
/d DEK͘Ϯ
ZWhKhD Ed y,//d^ʹ&
Z s/^/KEd ͗:EhZzϮϰ͕ϮϬϭϴ
Zh^,dKEWK/Ed ZWh;ZWhͿW>ϮϬϭϱϬϬϬϬϯϬϲ
K>>/ ZKhEdzW>EE/E'KDD/^^/KE;WͿ
Wd ͗DĂƌĐŚϭϱ͕ϮϬϭϴ
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ZƵƐŚƚŽŶWŽŝŶƚĞZWhʹW>ϮϬϭϱϬϬϬϬϯϬϲ
ZĞǀŝƐŝŽŶĂƚĞ͗:ĂŶƵĂƌLJϮϰ͕ϮϬϭϴ
WĂŐĞϭŽĨϵ
y,//d
WĞƌŵŝƚƚĞĚhƐĞƐ
W ZD/dd h^ ^͗
dŚĞŵĂdžŝŵƵŵŶƵŵďĞƌŽĨĚǁĞůůŝŶŐƵŶŝƚƐƐŚĂůůďĞϮϮϵ͘EŽďƵŝůĚŝŶŐŽƌƐƚƌƵĐƚƵƌĞ͕ŽƌƉĂƌƚƚŚĞƌĞŽĨ͕
ƐŚĂůůďĞĞƌĞĐƚĞĚ͕ĂůƚĞƌĞĚŽƌƵƐĞĚ͕ŽƌůĂŶĚƵƐĞĚ͕ŝŶǁŚŽůĞŽƌŝŶƉĂƌƚ͕ĨŽƌŽƚŚĞƌƚŚĂŶƚŚĞĨŽůůŽǁŝŶŐ͗
ϭ͘Z ^/ Ed/>^h/^dZ/d͕dƌĂĐƚ͞Z͟
͘WƌŝŶĐŝƉĂůhƐĞƐ͗
ϭ͘^ŝŶŐůĞͲĨĂŵŝůLJĚĞƚĂĐŚĞĚĚǁĞůůŝŶŐƐ͖
Ϯ͘^ŝŶŐůĞͲĨĂŵŝůLJĂƚƚĂĐŚĞĚĚǁĞůůŝŶŐƐ͖
ϯ͘dǁŽͲĨĂŵŝůLJĂŶĚnjĞƌŽůŽƚůŝŶĞ͖
ϰ͘dŽǁŶŚŽƵƐĞ͖
ϱ͘DƵůƚŝͲĨĂŵŝůLJ͖
ϲ͘ŶLJŽƚŚĞƌƉƌŝŶĐŝƉĂůƵƐĞǁŚŝĐŚŝƐĐŽŵƉĂƚŝďůĞŝŶŶĂƚƵƌĞǁŝƚŚƚŚĞĨŽƌĞŐŽŝŶŐůŝƐƚŽĨ
ƉĞƌŵŝƚƚĞĚƵƐĞƐ͕ĂƐĚĞƚĞƌŵŝŶĞĚďLJƚŚĞŽĂƌĚŽĨŽŶŝŶŐƉƉĞĂůƐ;͟͞ͿŽƌƚŚĞ
,ĞĂƌŝŶŐ džĂŵŝŶĞƌďLJƚŚĞƉƌŽĐĞƐƐŽƵƚůŝŶĞĚŝŶƚŚĞ>ĂŶĚĞǀĞůŽƉŵĞŶƚŽĚĞ͘
͘ ĐĐĞƐƐŽƌLJhƐĞƐ͗ ĐĐĞƐƐŽƌLJ ƵƐĞƐ ĂŶĚ ƐƚƌƵĐƚƵƌĞƐ ĐƵƐƚŽŵĂƌŝůLJ ĂƐƐŽĐŝĂƚĞĚ ǁŝƚŚ
ƉƌŝŶĐŝƉĂůƌĞƐŝĚĞŶƚŝĂůƵƐĞƐƉĞƌŵŝƚƚĞĚŝŶƚŚŝƐZWh͕ŝŶĐůƵĚŝŶŐƌĞĐƌĞĂƚŝŽŶĨĂĐŝůŝƚŝĞƐ͕ƐƵĐŚ
ĂƐƐǁŝŵŵŝŶŐƉŽŽůƐĂŶĚĐůƵƵƐĞ͕ƐĐƌĞĞŶĞŶĐůŽƐƵƌĞƐ͕ĂŶĚĨĂĐŝůŝƚŝĞƐĨŽƌůĂǁŶĐĂƌĞĂŶĚ
ŵĂŝŶƚĞŶĂŶĐĞ͘
ϭ͘ 'ƵĂƌĚŚŽƵƐĞƐ͕ŐĂƚĞŚŽƵƐĞƐ͕ĂŶĚĂĐĐĞƐƐĐŽŶƚƌŽůƐƚƌƵĐƚƵƌĞƐƐƵďũĞĐƚƚŽĂƉƉůŝĐĂďůĞ>
ĚĞǀĞůŽƉŵĞŶƚƐƚĂŶĚĂƌĚƐ͘
Ϯ͘ ŶLJŽƚŚĞƌƉƌŝŶĐŝƉĂůƵƐĞǁŚŝĐŚŝƐĐŽŵƉĂƚŝďůĞŝŶŶĂƚƵƌĞǁŝƚŚƚŚĞĨŽƌĞŐŽŝŶŐůŝƐƚŽĨ
ƉĞƌŵŝƚƚĞĚƵƐĞƐ͕ĂƐĚĞƚĞƌŵŝŶĞĚďLJƚŚĞŽĂƌĚŽĨŽŶŝŶŐƉƉĞĂůƐ;͟͞ͿŽƌƚŚĞ,ĞĂƌŝŶŐ
džĂŵŝŶĞƌďLJƚŚĞƉƌŽĐĞƐƐŽƵƚůŝŶĞĚŝŶƚŚĞ>ĂŶĚĞǀĞůŽƉŵĞŶƚŽĚĞ͘
Ϯ͘WZ ^ Zs ^h/^dZ/d͖dƌĂĐƚ͞W͘͟dŚĞ>ƌĞƋƵŝƌĞƐĂŶĚƚŚĞZƵƐŚƚŽŶWŽŝŶƚĞZWhƉƌŽǀŝĚĞƐ
ƉƌĞƐĞƌǀĂƚŝŽŶŽĨĂŵŝŶŝŵƵŵŽĨϮϱйŽĨϭϭ͘ϮϲĂĐƌĞƐŽĨĞdžŝƐƚŝŶŐŶĂƚŝǀĞŚĂďŝƚĂƚ͕ǁŚŝĐŚŝƐϮ͘ϴϭĂĐƌĞƐ͘
dŚĞƉƌĞƐĞƌǀĞƐŚĂůůďĞůŽĐĂƚĞĚĂƚƚŚĞǁĞƐƚĞƌŶŵŽƐƚĞŶĚŽĨƚŚĞƉĂƌĐĞůǁŚĞƌĞŝƚůŝŶŬƐƚŽŽĨĨƐŝƚĞ
ƉƌĞƐĞƌǀĞƐĂŶĚƉƌŽǀŝĚĞƐĂŶĞŶŚĂŶĐĞĚďƵĨĨĞƌƚŽƚŚĞĂďƵƚƚŝŶŐƌĞƐŝĚĞŶƚŝĂůĐŽŵŵƵŶŝƚLJ͕ĂƐĚĞƉŝĐƚĞĚ
ŽŶƚŚĞZWhDĂƐƚĞƌŽŶĐĞƉƚWůĂŶ džŚŝďŝƚͲϭ͘WĞƌŵŝƚƚĞĚƵƐĞƐĂŶĚƐƚƌƵĐƚƵƌĞƐǁŝƚŚŝŶƚŚĞŽŶͲƐŝƚĞ
ƉƌĞƐĞƌǀĞƐŚĂůůďĞŐŽǀĞƌŶĞĚďLJ>^ĞĐƚŝŽŶϯ͘Ϭϱ͘Ϭϳ͕ĂƐŵĂLJďĞĂŵĞŶĚĞĚ͘WƌĞƐĞƌǀĞŝŶĐůƵĚĞƐ
ĂƉƉƌŽdžŝŵĂƚĞůLJϬ͘ϭϲĂĐƌĞƐŽĨĐƌĞĂƚĞĚƉƌĞƐĞƌǀĞ͘
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ZƵƐŚƚŽŶWŽŝŶƚĞZWhʹW>ϮϬϭϱϬϬϬϬϯϬϲ
ZĞǀŝƐŝŽŶĂƚĞ͗:ĂŶƵĂƌLJϮϰ͕ϮϬϭϴ
WĂŐĞϮŽĨϵ
y,//d
ĞǀĞůŽƉŵĞŶƚ^ƚĂŶĚĂƌĚƐ
ĞǀĞůŽƉŵĞŶƚŽĨZƵƐŚƚŽŶWŽŝŶƚĞZWhƐŚĂůůďĞŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞĐŽŶƚĞŶƚƐŽĨƚŚŝƐKƌĚŝŶĂŶĐĞĂŶĚĂƉƉůŝĐĂďůĞ
ƐĞĐƚŝŽŶƐŽĨƚŚĞŽůůŝĞƌŽƵŶƚLJ>ĂŶĚĞǀĞůŽƉŵĞŶƚŽĚĞ;>ͿĂŶĚ'ƌŽǁƚŚDĂŶĂŐĞŵĞŶƚWůĂŶ;'DWͿŝŶĞĨĨĞĐƚĂƚƚŚĞ
ƚŝŵĞŽĨŝƐƐƵĂŶĐĞŽĨĂŶLJĚĞǀĞůŽƉŵĞŶƚŽƌĚĞƌ͕ƐƵĐŚĂƐ͕ďƵƚŶŽƚůŝŵŝƚĞĚƚŽ͕ĨŝŶĂůƐƵďĚŝǀŝƐŝŽŶƉůĂƚ͕ĨŝŶĂůƐŝƚĞĚĞǀĞůŽƉŵĞŶƚ
ƉůĂŶ͕ ĞdžĐĂǀĂƚŝŽŶ ƉĞƌŵŝƚ͕ ĂŶĚ ƉƌĞůŝŵŝŶĂƌLJ ǁŽƌŬ ĂƵƚŚŽƌŝnjĂƚŝŽŶ ƚŽǁŚŝĐŚ ƐƵĐŚ ƌĞŐƵůĂƚŝŽŶƐ ƌĞůĂƚĞ͘ tŚĞƌĞ ƚŚĞƐĞ
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KK<ϯϵ͕W' ^ϮϰͲϮϱ͕K&d, Wh>/Z KZ^K&K>>/ ZKhEdz͕&>KZ/͖d, E EKZd,ϴϵΣϱϱΖϰϳΗ
t ^d͕>KE'd, EKZd,>/E K&^/dZdΗΗ͕&KZ/^dE K&ϲϬ͘Ϭϱ& d͖d, E EKZd,
ϬϮΣϭϱΖϯϯΗt ^d͕>KE'>/E ϲϬ͘ϬϬ& dt ^d Z>zK&EZhEE/E'WZ>> >t/d,d, t ^d Z>z
Z/',dͲK&Ͳtz>/E K&KhEdzZKϵϱϭ;͘Z͘ϵϱϭͿ͕&KZ/^dE K&ϲϳϭ͘ϱϱ& d͕dKWK/EdK&d,
^Khd,>/E K&dZdΗͲϭΗ^^,KtEKE/E/'K>< ^hE/dKE ͖d, E ^Khd,ϴϵΣϱϲΖϬϬΗ ^d͕>KE'
^/^Khd,>/E &KZ/^dE K&ϲϬ͘Ϭϱ& ddKd, WK/EdK& '/EE/E'͘
Page 21
ZƵƐŚƚŽŶWŽŝŶƚĞZWhʹW>ϮϬϭϱϬϬϬϬϯϬϲ
ZĞǀŝƐŝŽŶĂƚĞ͗:ĂŶƵĂƌLJϮϰ͕ϮϬϭϴ
WĂŐĞϴŽĨϵ
y,//d
>/^dK& s/d/KE^&ZKD>
ĞǀŝĂƚŝŽŶϭ͘ &ƌŽŵ>^ĞĐƚŝŽŶϲ͘Ϭϲ͘Ϭϭ͘E͕ƌĞƋƵŝƌŝŶŐĂŵŝŶŝŵƵŵƌŝŐŚƚͲŽĨͲǁĂLJǁŝĚƚŚŽĨϲϬĨĞĞƚĨŽƌůŽĐĂůƉƌŝǀĂƚĞ
ƐƚƌĞĞƚƌŝŐŚƚƐͲŽĨͲǁĂLJ͕ƚŽĂůůŽǁĨŽƌĂŵŝŶŝŵƵŵϰϮͲĨŽŽƚƌŝŐŚƚͲŽĨͲǁĂLJǁŝĚƚŚŝŶƚĞƌŶĂůƚŽƚŚĞƉƌŽƉŽƐĞĚ
ĚĞǀĞůŽƉŵĞŶƚ͕ĂƐĚĞƉŝĐƚĞĚďLJZWhDĂƐƚĞƌWůĂŶ džŚŝďŝƚƐͲϭĂŶĚͲϮ͘
ĞǀŝĂƚŝŽŶϮ͘ &ƌŽŵ>^ĞĐƚŝŽŶϲ͘Ϭϲ͘Ϭϭ͘:͕ǁŚŝĐŚƉƌŽŚŝďŝƚƐĚĞĂĚͲĞŶĚƐƚƌĞĞƚƐ͕ƚŽĂůůŽǁƚŚĞƚǁŽĚĞĂĚĞŶĚƐƚƌĞĞƚƐ
ŽĨůĞƐƐƚŚĂŶϭϬϬůŝŶĞĂƌĨĞĞƚ͕ĂƐĚĞƉŝĐƚĞĚŽŶƚŚĞZWhDĂƐƚĞƌWůĂŶ džŚŝďŝƚƐͲϭĂŶĚͲϯ͘
ĞǀŝĂƚŝŽŶϯ͘ &ƌŽŵ>^ĞĐƚŝŽŶϲ͘Ϭϲ͘ϬϮ͘͘Ϯ͕ǁŚŝĐŚƌĞƋƵŝƌĞƐƐŝĚĞǁĂůŬƐƚŽďĞĐŽŶƐƚƌƵĐƚĞĚŽŶďŽƚŚƐŝĚĞƐŽĨƚŚĞ
ƐƚƌĞĞƚǁŝƚŚŝŶƉƵďůŝĐĂŶĚƉƌŝǀĂƚĞƌŝŐŚƚƐͲŽĨͲǁĂLJŽƌĞĂƐĞŵĞŶƚƐŝŶƚĞƌŶĂůƚŽƚŚĞƐŝƚĞ͕ƚŽĂůůŽǁƐŝĚĞǁĂůŬƐ
ƚŽďĞĐŽŶƐƚƌƵĐƚĞĚŽŶůLJŽŶƚŚĞŶŽƌƚŚƐŝĚĞŽĨƚŚĞƉƌŝǀĂƚĞƐƚƌĞĞƚůŽĐĂƚĞĚƉĂƌĂůůĞůƚŽƚŚĞƉƌŽƉĞƌƚLJ͛Ɛ
ƐŽƵƚŚĞƌŶƉƌŽƉĞƌƚLJůŝŶĞ͕ĂƐĚĞƉŝĐƚĞĚĂŶĚŶŽƚĞĚŽŶƚŚĞZWhDĂƐƚĞƌWůĂŶ džŚŝďŝƚͲϭ͕ǁŚĞƌĞƚŚĞ
ŝŶƚĞƌŶĂůƌŽĂĚŽŶůLJƐƵƉƉŽƌƚƐƌĞƐŝĚĞŶƚŝĂůŽŶŝƚƐŶŽƌƚŚƐŝĚĞ͘
Page 22
ZƵƐŚƚŽŶWŽŝŶƚĞZWhʹW>ϮϬϭϱϬϬϬϬϯϬϲ
ZĞǀŝƐŝŽŶĂƚĞ͗:ĂŶƵĂƌLJϮϰ͕ϮϬϭϴ
WĂŐĞϵŽĨϵ
y,//d&
>/^dK& s >KW ZKDD/dD Ed^
ϭ͘Wh DKE/dKZ/E'͗ KŶĞ ĞŶƚŝƚLJ ;ŚĞƌĞŝŶĂĨƚĞƌ ƚŚĞ DĂŶĂŐŝŶŐ ŶƚŝƚLJͿ ƐŚĂůů ďĞ ƌĞƐƉŽŶƐŝďůĞ ĨŽƌ Wh
ŵŽŶŝƚŽƌŝŶŐƵŶƚŝůĐůŽƐĞͲŽƵƚŽĨƚŚĞWh͕ĂŶĚƚŚŝƐĞŶƚŝƚLJƐŚĂůůĂůƐŽďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƐĂƚŝƐĨLJŝŶŐĂůůWh
ĐŽŵŵŝƚŵĞŶƚƐƵŶƚŝůĐůŽƐĞͲŽƵƚŽĨƚŚĞWh͘ƚƚŚĞƚŝŵĞŽĨƚŚŝƐWhĂƉƉƌŽǀĂů͕ƚŚĞDĂŶĂŐŝŶŐ ŶƚŝƚLJŝƐůŝZ͘
'ŚĂŚƌĂŵĂŶŝ͕D͘͘/ŶǀĞƐƚŵĞŶƚ>ŝŵŝƚĞĚWĂƌƚŶĞƌƐŚŝƉ͕ϳϮϮϯLJƌƐŚŝƌĞ>ĂŶĞ͕ŽĐĂZĂƚŽŶ͕&ůŽƌŝĚĂ͕ϯϯϰϵϲ͘
^ŚŽƵůĚƚŚĞDĂŶĂŐŝŶŐ ŶƚŝƚLJĚĞƐŝƌĞƚŽƚƌĂŶƐĨĞƌƚŚĞŵŽŶŝƚŽƌŝŶŐĂŶĚĐŽŵŵŝƚŵĞŶƚƐƚŽĂƐƵĐĐĞƐƐŽƌĞŶƚŝƚLJ͕
ƚŚĞŶŝƚŵƵƐƚƉƌŽǀŝĚĞĂĐŽƉLJŽĨĂůĞŐĂůůLJďŝŶĚŝŶŐĚŽĐƵŵĞŶƚƚŚĂƚŶĞĞĚƐƚŽďĞĂƉƉƌŽǀĞĚĨŽƌůĞŐĂůƐƵĨĨŝĐŝĞŶĐLJ
ďLJƚŚĞŽƵŶƚLJƚƚŽƌŶĞLJ͘ĨƚĞƌƐƵĐŚĂƉƉƌŽǀĂů͕ƚŚĞDĂŶĂŐŝŶŐ ŶƚŝƚLJǁŝůůďĞƌĞůĞĂƐĞĚŽĨŝƚƐŽďůŝŐĂƚŝŽŶƐƵƉŽŶ
ǁƌŝƚƚĞŶĂƉƉƌŽǀĂůŽĨƚŚĞƚƌĂŶƐĨĞƌďLJŽƵŶƚLJƐƚĂĨĨ͕ĂŶĚƚŚĞƐƵĐĐĞƐƐŽƌĞŶƚŝƚLJƐŚĂůůďĞĐŽŵĞƚŚĞDĂŶĂŐŝŶŐ
ŶƚŝƚLJ͘ƐKǁŶĞƌĂŶĚĞǀĞůŽƉĞƌƐĞůůŽĨĨƚƌĂĐƚƐ͕ƚŚĞDĂŶĂŐŝŶŐ ŶƚŝƚLJƐŚĂůůƉƌŽǀŝĚĞǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŽƵŶƚLJ
ƚŚĂƚŝŶĐůƵĚĞƐĂŶĂĐŬŶŽǁůĞĚŐĞŵĞŶƚŽĨƚŚĞĐŽŵŵŝƚŵĞŶƚƐƌĞƋƵŝƌĞĚďLJƚŚĞWhďLJƚŚĞŶĞǁŽǁŶĞƌĂŶĚƚŚĞ
ŶĞǁ ŽǁŶĞƌ͛Ɛ ĂŐƌĞĞŵĞŶƚ ƚŽ ĐŽŵƉůLJ ǁŝƚŚ ƚŚĞ ŽŵŵŝƚŵĞŶƚƐ ƚŚƌŽƵŐŚ ƚŚĞ DĂŶĂŐŝŶŐ ŶƚŝƚLJ͕ ďƵƚ ƚŚĞ
DĂŶĂŐŝŶŐ ŶƚŝƚLJƐŚĂůůŶŽƚďĞƌĞůŝĞǀĞĚŽĨŝƚƐƌĞƐƉŽŶƐŝďŝůŝƚLJƵŶĚĞƌƚŚŝƐ^ĞĐƚŝŽŶ͘tŚĞŶƚŚĞWhŝƐĐůŽƐĞĚͲ
ŽƵƚ͕ƚŚĞŶƚŚĞDĂŶĂŐŝŶŐ ŶƚŝƚLJŝƐŶŽůŽŶŐĞƌƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞŵŽŶŝƚŽƌŝŶŐĂŶĚĨƵůĨŝůůŵĞŶƚŽĨWh
ĐŽŵŵŝƚŵĞŶƚƐ͘
Ϯ͘WƵƌƐƵĂŶƚƚŽ^ĞĐƚŝŽŶϭϮϱ͘ϬϮϮ;ϱͿ&͘^͕͘ŝƐƐƵĂŶĐĞŽĨĂĚĞǀĞůŽƉŵĞŶƚƉĞƌŵŝƚďLJĂĐŽƵŶƚLJĚŽĞƐŶŽƚŝŶĂŶLJǁĂLJ
ĐƌĞĂƚĞĂŶLJƌŝŐŚƚƐŽŶƚŚĞƉĂƌƚŽĨƚŚĞĂƉƉůŝĐĂŶƚƚŽŽďƚĂŝŶĂƉĞƌŵŝƚĨƌŽŵĂƐƚĂƚĞŽƌĨĞĚĞƌĂůĂŐĞŶĐLJĂŶĚĚŽĞƐ
ŶŽƚĐƌĞĂƚĞĂŶLJůŝĂďŝůŝƚLJŽŶƚŚĞƉĂƌƚŽĨƚŚĞĐŽƵŶƚLJĨŽƌŝƐƐƵĂŶĐĞŽĨƚŚĞƉĞƌŵŝƚŝĨƚŚĞĂƉƉůŝĐĂŶƚĨĂŝůƐƚŽŽďƚĂŝŶ
ƌĞƋƵŝƐŝƚĞĂƉƉƌŽǀĂůƐŽƌĨƵůĨŝůůƚŚĞŽďůŝŐĂƚŝŽŶƐŝŵƉŽƐĞĚďLJĂƐƚĂƚĞŽƌĨĞĚĞƌĂůĂŐĞŶĐLJŽƌƵŶĚĞƌƚĂŬĞƐĂĐƚŝŽŶƐ
ƚŚĂƚƌĞƐƵůƚŝŶĂǀŝŽůĂƚŝŽŶŽĨƐƚĂƚĞŽƌĨĞĚĞƌĂůůĂǁ͘
ϯ͘ůů ŽƚŚĞƌ ĂƉƉůŝĐĂďůĞ ƐƚĂƚĞ Žƌ ĨĞĚĞƌĂů ƉĞƌŵŝƚƐ ŵƵƐƚ ďĞ ŽďƚĂŝŶĞĚďĞĨŽƌĞ ĐŽŵŵĞŶĐĞŵĞŶƚ ŽĨ ƚŚĞ
ĚĞǀĞůŽƉŵĞŶƚ͘
ϰ͘WƌŽũĞĐƚƐŚĂůůŶŽƚĞdžĐĞĞĚϮϮϭWDWĞĂŬ,ŽƵƌƚƌŝƉƐ͕ĂƐůŝƐƚĞĚďLJƚŚĞdƌĂĨĨŝĐ/ŵƉĂĐƚ^ƚĂƚĞŵĞŶƚƐƵďŵŝƚƚĞĚ
ǁŝƚŚƚŚĞĂƉƉůŝĐĂƚŝŽŶďĂƐĞĚŽŶƚŚĞƵƐĞĐŽĚĞƐŝŶƚŚĞ/d DĂŶƵĂůŽŶƚƌŝƉŐĞŶĞƌĂƚŝŽŶƌĂƚĞƐŝŶĞĨĨĞĐƚĂƚƚŚĞ
ƚŝŵĞŽĨĂƉƉůŝĐĂƚŝŽŶĨŽƌ^Wͬ^WŽƌƐƵďĚŝǀŝƐŝŽŶƉůĂƚĂƉƉƌŽǀĂů͘
ϱ͘dŚĞ ŶŽƌƚŚ ĂŶĚ ƐŽƵƚŚ ZWh ƉƌŽƉĞƌƚLJ ůŝŶĞ ďƵĨĨĞƌƐ ƐŚĂůů ďĞ ĞŶŚĂŶĐĞĚ ƚŽ ŝŶĐůƵĚĞ ƚŚĞ ŽƉĂƋƵĞ ŚĞĚŐĞ
ƌĞƋƵŝƌĞŵĞŶƚŽĨƚŚĞ>dLJƉĞďƵĨĨĞƌǁŚĞŶĂdLJƉĞďƵĨĨĞƌŝƐƌĞƋƵŝƌĞĚ͘
ϲ͘tŚĞŶĂƉƉůŝĐĂďůĞ͕>^ĞĐƚŝŽŶϰ͘Ϭϲ͘Ϭϱʹ'ĞŶĞƌĂů>ĂŶĚƐĐĂƉŝŶŐƌĞƋƵŝƌĞĚĨŽƌƌĞƐŝĚĞŶƚŝĂůĚĞǀĞůŽƉŵĞŶƚƐ͖ƚŚĞ
ƌĞƋƵŝƌĞĚĐĂŶŽƉLJƚƌĞĞƐŽĨŽŶĞƉĞƌϯ͕ϬϬϬƐĨŽĨƉĞƌǀŝŽƵƐŽƉĞŶƐƉĂĐĞƉĞƌůŽƚ͕ƐŚĂůůďĞůŽĐĂƚĞĚǁŝƚŚŝŶƚŚĞ
ŝŶĚŝǀŝĚƵĂůůŽƚ͛ƐƌĞĂƌƐĞƚďĂĐŬ;ĂďƵƚƚŝŶŐůĂŬĞƐ͕ƉƌĞƐĞƌǀĞƐŽƌďƵĨĨĞƌƐͿƚŽĂǀŽŝĚƉŽƚĞŶƚŝĂůĐŽŶĨůŝĐƚƐǁŝƚŚƵƚŝůŝƚLJ
ŝŶĨƌĂƐƚƌƵĐƚƵƌĞ͘
ϳ͘ŽŵŵƵŶŝƚLJĂƐƐĞŵďůLJĂŶĚƌĞĐƌĞĂƚŝŽŶĂůĨĂĐŝůŝƚŝĞƐĂŶĚƚŚĞŝƌĂƐƐŽĐŝĂƚĞĚĂĐĐĞƐƐŽƌLJƵƐĞƐƐƵĐŚĂƐƉĂƌŬŝŶŐ͕
ĂƌĞƉƌŽŚŝďŝƚĞĚǁŝƚŚŝŶϭϮϱĨĞĞƚŽĨƚŚĞ/ŶĚŝŐŽ>ĂŬĞƐWhďŽƵŶĚĂƌLJ͘
Page 23
W>EE/E' s >KWD Ed/E
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
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ZWh s/d/KE:h^d/&/d/KE^
Zh^,dKEWK/Ed ZWh;ZWhͿW>ϮϬϭϱϬϬϬϬϯϬϲ
K>>/ ZKhEdzW>EE/E'KDD/^^/KE;WͿ
Wd ͗DĂƌĐŚϭϱ͕ϮϬϭϴ
Page 24
Zh^,dKEWK/Ed ZWh
:h^d/&/d/KE^&KZ
s/d/KE^Z Yh ^d &ZKDd, >
ĞǀŝĂƚŝŽŶϭ͘ &ƌŽŵ>^ĞĐƚŝŽŶϲ͘Ϭϲ͘Ϭϭ͘E͕ƌĞƋƵŝƌŝŶŐĂŵŝŶŝŵƵŵƌŝŐŚƚͲŽĨͲǁĂLJǁŝĚƚŚŽĨϲϬĨĞĞƚ
ĨŽƌůŽĐĂůƉƌŝǀĂƚĞƐƚƌĞĞƚƌŝŐŚƚƐͲŽĨͲǁĂLJ͕ƚŽĂůůŽǁĨŽƌĂŵŝŶŝŵƵŵϰϮĨŽŽƚƌŝŐŚƚͲŽĨͲ
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W>EE/E' s >KWD Ed/E
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Page 26
Growth Management Department
Zoning Division
Comprehensive Planning Section
MEMORANDUM
To:Tim Finn, AICP, Principal Planner
Zoning Services Section, Zoning Division
From: Sue Faulkner, Principal Planner
Comprehensive Planning Section, Zoning Division
Date:January 30, 2018
Subject: Future Land Use Element Consistency Review
PETITION NUMBER:PUDZ –PL20150000306 - REV 4
PETITION NAME:Rushton Pointe (formerly West Lake) RPUD Rezone
REQUEST:The petitioner is requesting to rezone approximately ±38.1-acres from “A” (Agriculture) Zoning
District to a Residential Planned Unit Development (RPUD) Zoning District to allow for a maximum of 229
residential dwelling units. The petitioner is also requesting deviations for sidewalks on one side of road only where
homes are located on only one side of the road; to reduce right-of-way widths; and to limit lengths of cul-de-sacs at
two locations to less than 100 feet. The second submission increased the minimum preserve area to be retained
onsite from 2.71 to 2.81 acres. The third submission revised Exhibits C-2 and C-3, the TIS, and the Development
Standards, as a result of the 2nd submission review comments. The fourth submission revised C-1: RPUD Master
Concept Plan notes referring to buffers and preserve.
LOCATION: The subject site is located on the west side of Collier Blvd. (CR 951), 2/3 mile south of Immokalee
Road (CR846), adjacent to the northern boundary of Brittany Bay PUD and south and east of Indigo Lakes PUD,
in Section 27, Township 48 South, Range 26 East.
COMPREHENSIVE PLANNING COMMENTS:The subject site is identified as Urban Designation, Urban
Mixed Use District, Urban Residential Subdistrict, and it’s within a Residential Density Band (Mixed-Use Activity
Center #3) on the Future Land Use Map (FLUM) of the Growth Management Plan (GMP).
Policy 5.3in the Future Land Use Element (FLUE) states, in part, “All rezonings must be consistent with the Growth
Management Plan.”
Staff reviewed the proposed land use for consistency with the Future Land Use Element (FLUE) of the GMP. The
FLUE states, “Urban designated areas will accommodate… (a) Residential uses including single family, multi-
family, duplex, and mobile home. The maximum densities allowed are identified in the Districts, Subdistricts, and
Overlays…”A base density of 4 residential dwelling units per gross acre may be allowed in the Urban Designated
Area, though this is not an entitlement. This base level of density may be adjusted as determined through the Density
Rating System depending upon the location and characteristics of the project.
As stated in the Future Land Use Element, “The purpose of the Urban Residential Subdistrict is to provide for higher
densities in an area with fewer natural resource constraints and where existing and planned public facilities are
Page 27
concentrated. This Subdistrict comprises approximately 93,000 acres and 80% of the Urban Mixed Use District.
Maximum eligible residential density shall be determined through the Density Rating System but shall not exceed
16 dwelling units per acre except in accordance with the Transfer of Development Rights Section of the Land
Development Code.” The subject site is located within the Urban Designated Area and therefore is reviewed for
consistency with the Density Rating System of the FLUE.
The FLUE states, “(b). Proximity to Mixed Use Activity Center or Interchange Activity Center:
If the project is within one mile of a Mixed Use Activity Center or Interchange Activity Center and located within
a residential density band, 3 residential units per gross acre may be added. The density band around a Mixed Use
Activity Center or Interchange Activity Center shall be measured by the radial distance from the center of the
intersection around which the Mixed Use Activity Center or Interchange Activity Center is situated. If 50% or more
of a project is within the density band, the additional density applies to the gross acreage of the entire project.
Density bands are designated on the Future Land Use Map.”
Because this project site is located within one mile of Activity Center #3 at the intersection of Collier Blvd. (CR
951) and Immokalee Road (CR 846), the project, through the Density Rating System, is eligible for the Residential
Density Band Bonus.The FLUE also states, “The final determination of permitted density via implementation of
this Density Rating System is made by the Board of County Commissioners through an advertised public hearing
process (rezone or Stewardship Receiving Area designation).”
The total acreage of this project site is ±38.1-acres. The petitioner is requesting 229 dwelling units on ±38.1 gross
acres, which is a density of approximately ±6.01 dwelling units per acre (DU/A). This project is eligible for a base
density of 4 residential dwelling units per acre and is eligible for a density bonus of 3 additional dwelling units per
acre for being located within the Residential Density Band for Activity Center #3 –for a total eligibility of 7 DU/A
(4 DU/A base + 3 DU/A density band bonus = 7 DU/A). The maximum number of dwelling units allowable is 267
dwelling units (38.1 acres * 7.00 DU/A = 266.7 dwelling units rounded to 267.)The petitioner’s request for 229
dwelling units is consistent with the FLUE.
Select FLUE Policies are shown below (in italics), followed by staff analysis in [bracketed bold text].
FLUE Policy 5.6: New developments shall be compatible with, and complementary to, the surrounding land uses,
as set forth in the Land Development Code (Ordinance 04-41, adopted June 22, 2004 and effective October 18,
2004, as amended). [Comprehensive Planning staff leaves this determination to Zoning Services staff as part
of their review of the petition in its entirety.]
Objective 7 of the FLUE states: “Promote smart growth policies, reduce greenhouse gas emissions, and adhere to
the existing development character of the County, where applicable, and as follows:”
Policy 7.1: The County shall encourage developers and property owners to connect their properties to fronting
collector and arterial roads, except where no such connection can be made without violating intersection spacing
requirements of the Land Development Code. [Exhibit “C-1”, Rushton Pointe RPUD Master Plan, shows one
ingress/egress point on Collier Blvd. (CR 951), a Principal Arterial (Urban and Rural) as identified in the
Transportation Element of the GMP.]
Policy 7.2: The County shall encourage internal accesses or loop roads in an effort to help reduce vehicle
congestion on nearby collector and arterial roads and minimize the need for traffic signals.[Exhibit “C-1”,
Rushton Pointe RPUD Master Plan, shows two looping east-west roads within the project with one north-
south road connecting the two loops off the ingress/egress roadway that ties into Collier Blvd. Therefore, all
lots will have internal access.]
Policy 7.3: All new and existing developments shall be encouraged to connect their local streets and/or
interconnection points with adjoining neighborhoods or other developments regardless of land use type. The
interconnection of local streets between developments is also addressed in Policy 9.3 of the Transportation Element.
Page 28
[Exhibit “C-1”, Rushton Pointe RPUD Master Plan, shows no interconnections with adjoining
neighborhoods or developments; nor does staff believe it to be feasible since both Brittany Bay PUD (to the
south) and Indigo Lakes PUD (to the north and east) are both fully developed.]
Policy 7.4: The County shall encourage new developments to provide walkable communities with a blend of
densities, common open spaces, civic facilities and a range of housing prices and types.[Exhibit “A” Permitted
Uses: Residential Subdistrict, Tract “R”, A. Principal Uses lists a variety of permitted housing types for this
RPUD (single-family detached dwellings, single-family attached dwellings, two-family patio and zero lot line,
townhouse, multi-family, and any other principal use which is compatible in nature with the foregoing list or
permitted uses). A clubhouse to serve residents and their guests is itemized as an accessory use in Exhibit
“A” Residential: B. Accessory Uses, which is sometimes used for civic uses, e.g. polling place. Exhibit “C-1”
Master Plan indicates that the required acreage of open space will be provided for this project; and several
allowable common open space uses and structures to serve residents and their guests are itemized in Exhibit
“A” Residential: B. Accessory Uses. Passive recreational areas is listed as an allowable use in the #4. Preserve
Subdistrict, Tract “P”, A. #1. Comprehensive Planning Staff and Collier County Transportation Planning
Staff support the petitioner’s request for a sidewalk deviation to only provide sidewalks on the side of the
roadway where the property is platted with single-loaded homesites.]
CONCLUSION
Based upon the above analysis, staff concludes the proposed Planned Unit Development Rezone may be
deemed consistent with the Future Land Use Element (FLUE).
PETITION ON CITYVIEW
cc: Michael Bosi, AICP, Director, Zoning Division
David Weeks, AICP, Growth Management Manager, Zoning Division, Comprehensive Planning Section
Raymond V. Bellows, Manager, Zoning Division, Zoning Services Section
PUDZ-PL2015-0306 Rushton Pointe RPUD R4.docx
Page 29
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/ŶĚŝŐŽ>ĂŬĞƐĂŶĚŽŶĞ;ϭͿǁŝƚŚŝŶƌŝƚƚĂŶLJĂLJ͘
dŚĞƌŝƚƚĂŶLJĂLJƌĞƐŝĚĞŶƚƌĞƐŝĚĞƐǁŝƚŚŝŶ ƚŚĞŶŽƌƚŚĞĂƐƚĞƌŶͲŵŽƐƚďƵŝůĚŝŶŐĂŶĚ
ĞdžƉƌĞƐƐĞĚĐŽŶĐĞƌŶƌĞůĂƚŝǀĞƚŽƚŚĞůŽƐƐŽĨĞdžŝƐƚŝŶŐƚƌĞĞƐĂŶĚǀĞŐĞƚĂƚŝŽŶŶŽƌƚŚŽĨ
ƚŚĞďƵŝůĚŝŶŐĂŶĚǁĂƐĐŽŶƐŽůĞĚďLJƚŚĞŵĂƐƚĞƌƉůĂŶƉƌŽƉŽƐĂůƚŽůŽĐĂƚĞĂůĂŬĞ
ŝŵŵĞĚŝĂƚĞůLJŶŽƌƚŚŽĨŚĞƌŵƵůƚŝͲĨĂŵŝůLJĐŽŶĚŽŵŝŶŝƵŵ͘
KĨƚŚĞ/ŶĚŝŐŽ>ĂŬĞƐĐĂůůĞƌƐ͕ƚǁŽ;ϮͿǁĞƌĞĂĚǀŝƐĞĚƚŚĂƚƚŚĞŵĂƐƚĞƌƉůĂŶŚĂƐ
ŝĚĞŶƚŝĨŝĞĚϮ͘ϴĂĐƌĞƐŽĨƉƌĞƐĞƌǀĞƚŽĂďƵƚƚŚĞŝƌůŽĐĂƚŝŽŶ͘
dǁŽ;ϮͿŽƚŚĞƌĐĂůůĞƌƐĚŝĚŶŽƚĂďƵƚZƵƐŚƚŽŶWŽŝŶƚĞ͕ďƵƚĞdžƉƌĞƐƐĞĚƚƌĂŶƐƉŽƌƚĂƚŝŽŶ
ĐŽŶĐĞƌŶƐ͖ŽŶĞǁŝƚŚŽƵƚƐƉĞĐŝĨŝĐŝƚLJĂŶĚƚŚĞŽƚŚĞƌƌĞůĂƚŝǀĞƚŽĞdžŝƐƚŝŶŐƵͲƚƵƌŶ
ĐŚĂůůĞŶŐĞƐĂŶĚĂďƵƚƚŝŶŐƐĐŚŽŽůĚƌŽƉͲŽĨĨĂŶĚƉŝĐŬͲƵƉƌĞůĂƚĞĚŝƐƐƵĞƐǁŚŝĐŚŝŵƉĂĐƚ
ĞŶƚƌLJͬĞdžŝƚĨƌŽŵ/ŶĚŝŐŽ>ĂŬĞƐ͘
dŚĞƌĞŵĂŝŶŝŶŐĐĂůůĞƌƐǁĞƌĞƉƌŝŵĂƌŝůLJĐŽŶĐĞƌŶĞĚǁŝƚŚƚŚĞƉŽƚĞŶƚŝĂůĨŽƌƌĞŶƚĂů
ĂƉĂƌƚŵĞŶƚƐĂŶĚƐƉĞĐŝĨŝĐĂůůLJŶŽƚĞĚǀĂƌŝŽƵƐŝƐƐƵĞƐĂŶĚŝŵƉĂĐƚĨƌŽŵƚŚĞĂĨĨŽƌĚĂďůĞ
ƌĞŶƚĂůĂƉĂƌƚŵĞŶƚĐŽŵŵƵŶŝƚLJƐŽƵƚŚŽĨƚŚĞƉƌŽƉŽƐĞĚZƵƐŚƚŽŶWŽŝŶƚĞ͘
dŚĞE/DDĞĞƚŝŶŐƐƚĂƌƚĞĚƉƌŽŵƉƚůLJĂƚϱ͗ϯϬƉŵǁŝƚŚĂƉƉƌŽdžŝŵĂƚĞůLJϮϬŝŶĚŝǀŝĚƵĂůƐŝŶĂƚƚĞŶĚĂŶĐĞ͕ǁŝƚŚĂŶĂĚĚŝƚŝŽŶĂůϱ
ĞŶƚĞƌŝŶŐĂĨƚĞƌƚŚĞŵĞĞƚŝŶŐŚĂĚƐƚĂƌƚĞĚ͘&ƌŽŵĚŝƐĐƵƐƐŝŽŶƐ͕ŽďƐĞƌǀĂƚŝŽŶƐĂŶĚƚŚĞƌĞǀŝĞǁŽĨƚŚĞƐŝŐŶͲŝŶƐŚĞĞƚ;ĂƚƚĂĐŚĞĚͿ͕ƚŚĞ
ŝŶĚŝǀŝĚƵĂůƐƌĞƉƌĞƐĞŶƚĞĚϭϱƌĞƐŝĚĞŶĐĞƐŝŶ/ŶĚŝŐŽ>ĂŬĞƐʹƚŚĞƌĞƐŝĚĞŶƚŝĂůĐŽŵŵƵŶŝƚLJƚŽƚŚĞŶŽƌƚŚĂŶĚǁĞƐƚŽĨƚŚĞƐƵďũĞĐƚ
ƉƌŽƉĞƌƚLJ͘EŽŶĞĂƉƉĞĂƌĞĚƚŽďĞĨƌŽŵƚŚĞĐŽŵŵƵŶŝƚŝĞƐǁŝƚŚƌŝƚƚĂŶLJĂLJ;ƐŽƵƚŚŽĨZƵƐŚƚŽŶWŽŝŶƚĞͿ͘
ŐĞŶĞƌĂůŝŶƚƌŽĚƵĐƚŝŽŶŽĨW/ǁĂƐŵĂĚĞďLJDŝĐŚĂĞů&ĞƌŶĂŶĚĞnjĂŶĚŝƚƐƉƌŝŽƌŝŶǀŽůǀĞŵĞŶƚŝŶĂŶƵŵďĞƌŽĨŶĞĂƌďLJƉƌŽũĞĐƚƐ
ŝŶĐůƵĚŝŶŐďĞŝŶŐƚŚĞŽƌŝŐŝŶĂůƉůĂŶŶĞƌĨŽƌ/ŶĚŝŐŽ>ĂŬĞƐ;ƚŚĞŶƌĞnjŽŶĞĚĂƐtLJŶĚŚĂŵWĂƌŬͿ͖ŽŵƉĂƐƐ>ĂŶĚŝŶŐ;ƚŚĞŶŬŶŽǁŶĂƐ
tĂƌŵ^ƉƌŝŶŐƐͿǁŚŝĐŚŝƐƵŶĚĞƌĐŽŶƐƚƌƵĐƚŝŽŶͬĚĞǀĞůŽƉŵĞŶƚĂƐĂƐŝŶŐůĞĨĂŵŝůLJƌĞƐŝĚĞŶƚŝĂůĐŽŵŵƵŶŝƚLJ͖ĂŶĚ^ƚ͘ŐŶĞƐŚƵƌĐŚ͘
ŐĞŶĞƌĂůŽƌŝĞŶƚĂƚŝŽŶŽĨƚŚĞƉƌŽƉŽƐĞĚDĂƐƚĞƌWůĂŶŐƌĂƉŚŝĐƚŚĞŶĨŽůůŽǁĞĚƐƉĞĐŝĨŝĐĂůůLJŶŽƚŝŶŐ͗
dŚĞƌĞĐŽŶĨŝŐƵƌĂƚŝŽŶŽĨƚŚĞĞdžŝƐƚŝŶŐŽƵŶƚLJZŽĂĚƌĂŝŶĂŐĞ>ĂŬĞ͖ƐƉůŝƚŝŶƚŽƚǁŽďLJĂůŽŶŐĞŶƚƌLJĚƌŝǀĞǁĂLJƉƌŽǀŝĚŝŶŐƐƚĂĐŬŝŶŐ
ĂŶĚďƵĨĨĞƌƚŽŽůůŝĞƌŽƵůĞǀĂƌĚ͖ĚƌŝǀĞǁĂLJƚŽďĞƐĞƌǀĞĚďLJĂŽƵŶƚLJĚĞƐŝŐŶĞĚ͕ƉĞƌŵŝƚƚĞĚĂŶĚĐŽŶƐƚƌƵĐƚĞĚƚƵƌŶůĂŶĞǁŝƚŚĂ
ĐĂƉĂĐŝƚLJŽĨƵƉƚŽϮϳϯƌĞƐŝĚĞŶƚŝĂůƵŶŝƚƐ͘
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WĂŐĞϮdŚĞǁĞƐƚĞŶĚǁŽƵůĚĂĐĐŽŵŵŽĚĂƚĞĂϮ͘ϴĂĐƌĞƉƌĞƐĞƌǀĞůŝŶŬĞĚƚŽŽĨĨƐŝƚĞůĂŬĞƐĂŶĚƉƌĞƐĞƌǀĞƐ͖ǁŚŝĐŚƐƉĂŶƐƚŚĞĨƵůůǁŝĚƚŚŽĨ
ƚŚĞƉƌŽƉĞƌƚLJǁŝƚŚĂĚĞƉƚŚŽĨĂƉƉƌŽdžŝŵĂƚĞůLJϭϴϬ͕͛ĂŶĚůŝŶŬƐƚŽŽĨĨƐŝƚĞůĂŬĞƐͬƉƌĞƐĞƌǀĞƐ͘ĞǀĞůŽƉĞƌǁŝůůďĞƌĞƋƵŝƌĞĚƚŽ
ƉĞƌĨŽƌŵĞdžŽƚŝĐƌĞŵŽǀĂůĨƌŽŵƚŚĞƉƌĞƐĞƌǀĞƐǁŝƚŚƚŚĞĚĞǀĞůŽƉŵĞŶƚŽĨƚŚĞƉƌŽƉĞƌƚLJ͕ĂŶĚƐƵďƐĞƋƵĞŶƚůLJŵĂŝŶƚĂŝŶƚŚĞĂƌĞĂ
ĞdžŽƚŝĐĨƌĞĞ͘
ŵĂdžŝŵƵŵŽĨϮϮϵƌĞƐŝĚĞŶƚŝĂůƵŶŝƚƐƉĂƌĂůůĞůƚŽĂůŝŶĞĂƌ͕ƉƌŝŵĂƌLJĨŽĐƵƐůĂŬĞ͖ǁŝƚŚƌĞƐŝĚĞŶƚŝĂůĂĐĐĞƐƐĞĚďLJĂƐŝŶŐƵůĂƌůŽŽƉĞĚ
ƌŽĂĚ͘dŚĞŽƵŶƚLJ͛Ɛ'ƌŽǁƚŚDĂŶĂŐĞŵĞŶƚWůĂŶƉĞƌŵŝƚƐƌĞƋƵĞƐƚƐĨŽƌƵƉƚŽϳƵŶŝƚƐƉĞƌĂĐƌĞĨŽƌƚŚŝƐƉƌŽƉĞƌƚLJ͖ĂŶĚĂĚĚŝƚŝŽŶĂů
ďŽŶƵƐĚĞŶƐŝƚLJŝƐĂǀĂŝůĂďůĞĨŽƌĂĨĨŽƌĚĂďůĞŚŽƵƐŝŶŐ͘dŚŝƐƉƌŽƉŽƐĞĚƌĞnjŽŶĞƌĞƋƵĞƐƚƐŽŶůLJϲƵŶŝƚƐƉĞƌĂĐƌĞ͕ǁŚŝĐŚŝƐůĞƐƐƚŚĂŶ
ƉĞƌŵŝƚƚĞĚ͕ĂŶĚĚŽĞƐŶŽƚƌĞƋƵĞƐƚĂŶLJďŽŶƵƐĚĞŶƐŝƚLJŽƌĂĨĨŽƌĚĂďůĞŚŽƵƐŝŶŐ͘
ĞǀĞůŽƉŵĞŶƚ^ƚĂŶĚĂƌĚƐƌĞƐƚƌŝĐƚŝŶŐƌĞƐŝĚĞŶƚŝĂůƚŽĂŵĂdžŝŵƵŵŽĨϮƐƚŽƌŝĞƐ͘
ƵĨĨĞƌƐĂůŽŶŐƚŚĞŶŽƌƚŚĂŶĚƐŽƵƚŚƉƌŽƉĞƌƚLJůŝŶĞƐ͘
KĨƚŚŽƐĞĂƚƚĞŶĚŝŶŐ͕ϳƐŚĂƌĞĂďŽƵŶĚĂƌLJǁŝƚŚZƵƐŚƚŽŶWŽŝŶƚĞĂŶĚŽĨƚŚĞƐĞ͕ϰ;ŽŶĞĚŝĚŶŽƚƐŝŐŶͲŝŶĂŶĚŝƐŶŽƚĞĚƚŚŝƐǁĂLJŽŶ
ƚŚĞĂĞƌŝĂůůŽĐĂƚŝŽŶŐƌĂƉŚŝĐͿĂďƵƚͬƐŚĂƌĞĂďŽƵŶĚĂƌLJǁŝƚŚƚŚĞŵĂƐƚĞƌƉůĂŶͲŝĚĞŶƚŝĨŝĞĚƉƌĞƐĞƌǀĞ͘KƚŚĞƌ/ŶĚŝŐŽ>ĂŬĞƌĞƐŝĚĞŶƚƐ
ĂƚƚĞŶĚŝŶŐǁĞƌĞĨƵƌƚŚĞƌĚŝƐƚĂŶƚĨƌŽŵƚŚĞƉƌŽũĞĐƚ͘
^ĞůĞĐƚĞĚƋƵĞƐƚŝŽŶƐͬĐŽŵŵĞŶƚƐĨƌŽŵƚŚŽƐĞĂƚƚĞŶĚŝŶŐ͗
ϭ͘DƵůƚŝͲĨĂŵŝůLJŽƌ^ŝŶŐůĞ&ĂŵŝůLJ͍͘DĂLJďĞĞŝƚŚĞƌŽƌĂĐŽŵďŝŶĂƚŝŽŶŽĨƚŚĞƚǁŽĂŶĚ
ǁŝůůďĞĚĞƚĞƌŵŝŶĞĚďLJƚŚĞĚĞǀĞůŽƉĞƌďĂƐĞĚŽŶ
ŵĂƌŬĞƚĚĞŵĂŶĚĚƵƌŝŶŐƉĞƌŵŝƚƚŝŶŐĂĨƚĞƌƚŚĞ
ƌĞnjŽŶĞ͘
Ϯ͘tŚĂƚŝƐŵƵůƚŝͲĨĂŵŝůLJ͍͘DŽƌĞƚŚĂŶŽŶĞƌĞƐŝĚĞŶƚŝĂůƵŶŝƚŝŶĂƐŝŶŐƵůĂƌ
ďƵŝůĚŝŶŐ͘
ϯ͘ZĞŶƚĂůƐ͍͘ĐŽŵŵŝƚŵĞŶƚǁĂƐŵĂĚĞƚŚĂƚƚŚĞĨƵƚƵƌĞ
ĚĞǀĞůŽƉŵĞŶƚǁŽƵůĚŶŽƚďĞĂƌĞŶƚĂůĂƉĂƌƚŵĞŶƚ
ĐŽŵƉůĞdž͘
ϰ͘>ĂŬĞĐƌĞĂƚŝŽŶďůĂƐƚŝŶŐ͍͘ŽƵŶƚLJŚĂƐƌĞƐƚƌŝĐƚŝǀĞŵĞĂƐƵƌĞƐƌĞůĂƚŝǀĞƚŽ
ŵŝƚŝŐĂƚŝŶŐĂŶĚŵŝŶŝŵŝnjŝŶŐďůĂƐƚŝŶŐŝŵƉĂĐƚƐ͘
ϱ͘ ĞǀŝĂƚŝŽŶZĞƋƵĞƐƚĞĚĨŽƌ>ĂŶĚƐĐĂƉĞƵĨĨĞƌƐ͍ ͘ ƉƉůŝĐĂŶƚŝƐǁŝƚŚĚƌĂǁŝŶŐƌĞƋƵĞƐƚĨŽƌůĂŶĚƐĐĂƉĞ
ďƵĨĨĞƌĚĞǀŝĂƚŝŽŶ͘dŚĞƌĞǀŝƐĞĚƉƌŽƉŽƐĂůŝƐĨŽƌĂŶ
ĞŶŚĂŶĐĞĚdLJƉĞƵĨĨĞƌŝĨƐŝŶŐůĞĨĂŵŝůLJ͖ǁŝƚŚƚŚĞ
ĂĚĚŝƚŝŽŶŽĨĂĐŽŶƚŝŶƵŽƵƐϲĨƚʹϴϬйŽƉĂƋƵĞ
ŚĞĚŐĞ͕ŝŶĂĚĚŝƚŝŽŶƚŽƚŚĞƚƌĞĞƌĞƋƵŝƌĞŵĞŶƚ͘
^ĂŵĞďƵĨĨĞƌǁŝƚŚĐůŽƐĞƌƚƌĞĞƐƉĂĐŝŶŐ;Ϯϱ͛ǀƐϯϬ͛Ϳ
ĂŶĚϭϱĨƚǁŝĚƚŚ͕ŝĨŵƵůƚŝĨĂŵŝůLJ͘
ϲ͘ &ĞŶĐĞĂƚEŽƌƚŚWƌŽƉ͘>ŝŶĞ͍ůŽŶŐWƌĞƐĞƌǀĞ͍ ͘ EŽĨĞŶĐĞƉƌŽƉŽƐĞĚĂůŽŶŐŶŽƌƚŚƉƌŽƉĞƌƚLJůŝŶĞ͖
ŽŶĐĞƌŶƐŽĨĐŽŶƚŝŶƵĞĚŬŝĚƉĂƐƐͲƚŚƌŽƵŐŚƐ ŽŶůLJĂϴϬйŽƉĂƋƵĞŚĞĚŐĞ͖ŚĞĚŐĞƐĞƚďĂĐŬĨƌŽŵ
ƉƌŽƉĞƌƚLJůŝŶĞĨŽƌŵĂŝŶƚĞŶĂŶĐĞ͘
EŽĨĞŶĐĞĂůŽŶŐƉƌĞƐĞƌǀĞ͖ŽŶůLJƉƌĞƐĞƌǀĞƐŝŐŶĂŐĞ͘
^ŽƵƚŚWƌŽƉĞƌƚLJ>ŝŶĞ͍&ĞŶĐĞĂƉƉĞĂƌƐƚŽďĞĞdžŝƐƚŝŶŐ͘
ZĞƐŝĚĞŶƚĂĚǀŝƐĞĚƚŚĂƚďƌĞĂĐŚĞĚŝŶĐŽƵƉůĞŽĨƉůĂĐĞƐ͘
ϳ͘ƵŝůĚŝŶŐƐĞƚďĂĐŬƐ͍͘^ŚŽƌƚĚŝƐĐƵƐƐŝŽŶŽŶƌĞĂƌƐĞƚďĂĐŬĨŽƌƐŝŶŐůĞ
ĨĂŵŝůLJĂŶĚŵƵůƚŝͲĨĂŵŝůLJ͖ƐĞƚďĂĐŬŝŶĞdžŝƐƚŝŶŐ
ĚŽĐƵŵĞŶƚŝƐĞdžĐůƵƐŝǀĞŽĨďƵĨĨĞƌ;ϭϬ͛Žƌϭϱ͛Ϳ
ϴ͘ /ƐŝƚĂĚŽŶĞĚĞĂů;ĂƉƉƌŽǀĂůŽĨƚŚĞƌĞnjŽŶĞĂƐƉƌŽƉŽƐĞĚͿ͍ ͘ dŚŝƐE/DŝƐŽŶůLJĂŶŝŶĨŽƌŵĂƚŝŽŶĂůŵĞĞƚŝŶŐ͖
ƐƵďƐĞƋƵĞŶƚƉƵďůŝĐŚĞĂƌŝŶŐƐǁŝůůďĞŶŽƚŝĐĞĚĂŶĚ
ŚĞůĚ͖ůŝŬĞůLJƚŚŝƐĨĂůů͕ďLJƚŚĞWůĂŶŶŝŶŐŽŵŵŝƐƐŝŽŶ
ĂŶĚŽĂƌĚŽĨŽƵŶƚLJŽŵŵŝƐƐŝŽŶĞƌƐ͘ ƌŝĐ
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WĂŐĞϯ:ŽŚŶƐŽŶ͕ĨƵƌƚŚĞƌĂĚǀŝƐĞĚŽŶƚŚĞƉƌŽĐĞƐƐĂŶĚ
ƚŚĞĂƐƐŽĐŝĂƚĞĚŶŽƚŝĨŝĐĂƚŝŽŶƐǁŚŝĐŚĐĂŶďĞ
ĞdžƉĞĐƚĞĚ͘
ϵ͘ tŚĞŶĚŽĞƐĚĞǀĞůŽƉŵĞŶƚĞdžƉĞĐƚƚŽĐŽŵŵĞŶĐĞ͍ ͘ ϭϮŵŽŶƚŚƐĂĨƚĞƌƌĞnjŽŶĞĂƉƉƌŽǀĂů͕ĞĐϮϬϭϴŽƌ
:ĂŶϮϬϭϵ͕ƉƌŽũĞĐƚĞĚ͘
ϭϬ͘ tŝůůƚŚĞƌĞďĞƌĞĐƌĞĂƚŝŽŶĂůĨĂĐŝůŝƚŝĞƐ͍ ͘ /ĨĚĞǀĞůŽƉĞĚĂƐƐŝŶŐůĞĨĂŵŝůLJ͕ƵŶŬŶŽǁŶ͘
,ŽǁĞǀĞƌ͕ĚĞǀĞůŽƉĞƌŚĂƐƉƌŽŚŝďŝƚĞĚůŽĐĂƚŝŽŶ
ĨƌŽŵďĞŝŶŐĂĚũĂĐĞŶƚƚŽŽĨĨͲƐŝƚĞƐŝŶŐůĞĨĂŵŝůLJ͘
/ĨĚĞǀĞůŽƉŵĞŶƚĂƐŵƵůƚŝĨĂŵŝůLJ͕ƚŚĞŶŵŽƐƚůŝŬĞůLJ͘
ϭϭ͘ dƌĂĨĨŝĐŽŶĐĞƌŶƐ͘dŚŝƐǁĂƐƚŚĞŵĂũŽƌĚŝƐĐƵƐƐŝŽŶŽĨƚŚĞE/D͖ůŝŬĞůLJĂĐĐŽƵŶƚŝŶŐĨŽƌƚǁŽͲƚŚŝƌĚƐŽĨƚŚĞŵĞĞƚŝŶŐ͘&ƌŽŵ
ƚŚĞĚŝƐĐƵƐƐŝŽŶƐ͕ĂƚƚĞŶĚŝŶŐŚĂĚƉƌĞǀŝŽƵƐůLJďĞĞŶĂĚǀŝƐĞĚƚŚĂƚƉƌŝŽƌƉƌŽũĞĐƚƐǁŽƵůĚŵĂŬĞŝŵƉƌŽǀĞŵĞŶƚƐƚŽƚŚĞ
ĐŚĂůůĞŶŐĞƐĨĂĐĞĚďLJ/ŶĚŝŐŽ>ĂŬĞƐƌĞƐŝĚĞŶƚƐƚŽĞŶƚĞƌŽƌĞdžŝƚƚŚĞŝƌĐŽŵŵƵŶŝƚLJ͖ƐƉĞĐŝĨŝĐĂůůLJĚƵƌŝŶŐ͞ƌƵƐŚŚŽƵƌ͟
ĚƵƌŝŶŐƐĞĂƐŽŶĂŶĚƐĐŚŽŽůĚĂLJĚƌŽƉͲŽĨĨĂŶĚƉŝĐŬͲƵƉƉĞƌŝŽĚƐ͘/Ŷ ĚŝŐŽ>ĂŬĞƐŝƐƐĞƌǀĞĚďLJĂĚĞĚŝĐĂƚĞĚǁĞƐƚďŽƵŶĚ
ƚƵƌŶůĂŶĞĂŶĚĂƌŝŐŚƚͲŝŶͬƌŝŐŚƚͲŽƵƚ͘dŚƌĞĞůĂŶĞƐŽĨƚƌĂĨĨŝĐĂƌĞĐŚĂůůĞŶŐŝŶŐƚŽĐƌŽƐƐĂŶĚƵƐĞŽĨĚĞĚŝĐĂƚĞĚƚƵƌŶůĂŶĞ
ĨŽƌhͲƚƵƌŶƐĐƌĞĂƚĞƐĐŽŶĨůŝĐƚƐĂŶĚĚĞůĂLJƐ͘ĚĚŝƚŝŽŶĂůĐŚĂůůĞŶŐĞŝƐƚŚĞƚƌĂǀĞƌƐŝŶŐŽĨƚƌĂĨĨŝĐůĂŶĞƐƚŽŐĂŝŶĂĐĐĞƐƐƚŽhͲ
ƚƵƌŶ Ăƚ dƌĞĞ &Ăƌŵ ZŽĂĚ͘ ĞǀĞůŽƉŵĞŶƚ ŽĨ ƌŝƚƚĂŶLJ ĂLJ ŝŶĐƌĞĂƐĞĚ ĐŽŶĨůŝĐƚƐ ĂŶĚ ĐŚĂůůĞŶŐĞƐ ĂŶĚ ĂƚƚĞŶĚŝŶŐ
ĞdžƉƌĞƐƐĞĚĐŽŶĐĞƌŶƐŽǀĞƌĂĚĚŝƚŝŽŶĂůƵƐĞŽĨhͲƚƵƌŶƐ͘
ƉƉůŝĐĂŶƚƌĞƉƌĞƐĞŶƚĂƚŝǀĞĂĚǀŝƐĞĚƚŚĂƚĂƉƉůŝĐĂŶƚǁĂƐƌĞƐƚƌŝĐƚĞĚďLJŽƵŶƚLJƚŽĂƌŝŐŚƚͲŝŶͬƌŝŐŚƚͲŽƵƚĂŶĚƚŚĞůŽĐĂƚŝŽŶ
ŽĨ ƚŚĞ ĚƌŝǀĞǁĂLJ ǁĂƐ ƉƌĞǀŝŽƵƐůLJ ŝĚĞŶƚŝĨŝĞĚ ďLJ ƚŚĞ ŽƵŶƚLJ ŝŶ ϮϬϬϱ ĂƐ ĂŶ ŝƚĞŵ ĂĚĚƌĞƐƐĞĚ ďLJ ƚŚĞ ŽƵŶƚLJ͛Ɛ
ĂĐƋƵŝƐŝƚŝŽŶŽĨƚŚĞŝƌƐƚŽƌŵǁĂƚĞƌŵĂŶĂŐĞŵĞŶƚůĂŬĞĞĂƐĞŵĞŶƚ͘ƚƚŚĞƚŝŵĞ͕ƚŚĞůĂŶĚŽǁŶĞƌƌĞƋƵĞƐƚĞĚĂŶĚǁĂƐ
ŶŽƚŐƌĂŶƚĞĚĂĨƵůůŵĞĚŝĂŶĐƵƚŽƌĂĚĞĚŝĐĂƚĞĚǁĞƐƚďŽƵŶĚƚƵƌŶůĂŶĞ͘
dŚĞĂƉƉůŝĐĂŶƚƐƵŐŐĞƐƚĞĚƚŚĂƚƚŚĞŝƐƐƵĞƐĂŶĚĐŚĂůůĞŶŐĞƐŝĚĞŶƚŝĨŝĞĚĂƌĞŵŽƌĞĂƉƉƌŽƉƌŝĂƚĞůLJĂĚĚƌĞƐƐĞĚǁŝƚŚŽƵŶƚLJ
dƌĂŶƐƉŽƌƚĂƚŝŽŶƉĞƌŚĂƉƐũŽŝŶƚůLJǁŝƚŚWƵďůŝĐ^ĐŚŽŽůŝƐƚƌŝĐƚƌĞƉƌ ĞƐĞŶƚĂƚŝǀĞƐ͘dŚĞƌĞĂƌĞĂŶƵŵďĞƌŽĨƉůĂŶŶĞĚ
ŝŵƉƌŽǀĞŵĞŶƚƐǁŚŝĐŚŵĂLJƉƌŽǀŝĚĞƌĞůŝĞĨ͖ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚŚĞdƌĞĞ&ĂƌŵZŽĂĚƚŽŽůůŝĞƌŽƵůĞǀĂƌĚ
ƉůĂŶŶĞĚƉĂƌĂůůĞůĨĂĐŝůŝƚLJĐĂůůĞĚtŽŽĚĐƌĞƐƚƌŝǀĞͬDĂƐƐĞLJZŽĂĚ͕ůŽĐĂƚĞĚĂƉƉƌŽdžŝŵĂƚĞůLJŽŶĞŵŝůĞĞĂƐƚŽĨŽůůŝĞƌ
ŽƵůĞǀĂƌĚ͘KƚŚĞƌŽƉĞƌĂƚŝŽŶĂůĐŚĂŶŐĞƐĂƌĞƉŽƐƐŝďůĞ͕ƐƵĐŚĂhͲƚƵƌŶƐŝŐŶĂŐĞ͕ůŽŶŐĞƌƚƌĂĨĨŝĐůŝŐŚƚƉĞƌŝŽĚƐĨŽƌůŽŶŐŐĂƉƐ
ŝŶƚƌĂĨĨŝĐĂŶĚƐĐŚŽŽůƚƌĂĨĨŝĐƐƚĂŐŝŶŐ͘
dŚĞŵĞĞƚŝŶŐǁƌĂƉƉĞĚƵƉĂƚϲ͗ϯϬƉŵǁŝƚŚƚŚĞĂƉƉůŝĐĂŶƚ͛ƐƌĞƉƌĞƐĞŶƚĂƚŝǀĞŽĨĨĞƌŝŶŐƚŽƌĞĐĞŝǀĞĂŶĚĨŽƌǁĂƌĚĂŶLJ
ĂĚĚŝƚŝŽŶĂůĐŽƌƌĞƐƉŽŶĚĞŶĐĞǁŚŝĐŚŵĂLJǁŝƐŚƚŽďĞƚƌĂŶƐŵŝƚƚĞĚƚŽƚŚĞŽƵŶƚLJĂŶĚƉůĂĐĞĚŝŶƚŚĞƌĞĐŽƌĚ͘
ĨĞǁŝŶĚŝǀŝĚƵĂůƐůŝŶŐĞƌĞĚ͘KŶĞŝŶĚŝǀŝĚƵĂůǁŚŽƌĞƐŝĚĞƐĂďƵƚƚŝŶŐZƵƐŚƚŽŶWŽŝŶƚĞ͛ƐŶŽƌƚŚƉƌŽƉĞƌƚLJůŝŶĞŚĂĚĐŽŶĐĞƌŶƐ
ŽĨĐŽŶƚŝŶƵĞĚƚƌĞƐƉĂƐƐĞƌƐĨƌŽŵƚŚĞĂƉĂƌƚŵĞŶƚƐǁŚŽƵƚŝůŝnjĞ/ŶĚŝŐŽ>ĂŬĞƐ͛ƌĞĐƌĞĂƚŝŽŶĂůĨĂĐŝůŝƚŝĞƐ͕ƚŚĞLJǁĞƌĞƌĞĂƐƐƵƌĞĚ
ďLJƚŚĞDĂƐƚĞƌWůĂŶƚŚĂƚƚƌĞƐƉĂƐƐĞƌƐĂƌĞŶŽůŽŶŐĞƌůŝŬĞůLJƚŽƉĂƐƐďLJŚĞƌŚŽŵĞĚƵĞƚŽƚŚĞŝŶƚĞƌǀĞŶŝŶŐůĂŬĞ͘ƵƌŝŶŐ
ƚŚĞŵĞĞƚŝŶŐŽƚŚĞƌƐĂƚƚĞŶĚŝŶŐƐƵŐŐĞƐƚĞĚƚŽƚŚŝƐƌĞƐŝĚĞŶƚƚŚĂƚĨůŝƉƉŝŶŐƚŚĞŵĂƐƚĞƌƉůĂŶƚŽƉůĂĐĞĂƌŽĂĚǁĂLJĂůŽŶŐ
ƚŚĞŶŽƌƚŚƉƌŽƉĞƌƚLJůŝŶĞŵĂLJƉƌŽǀŝĚĞŐƌĞĂƚĞƌƉƌŝǀĂĐLJĂŶĚĂůƐŽďĞĂďĂƌƌŝĞƌƚŽƚƌĞƐƉĂƐƐĞƌƐ͘
ŶŽƚŚĞƌŝŶĚŝǀŝĚƵĂůƐƵŐŐĞƐƚĞĚƚŚĂƚƚŚĞƌĞǁĂƐĂŶŽƉƉŽƌƚƵŶŝƚLJƚŽĂŐŐƌĞŐĂƚĞƚŚĞƉƌŽƉĞƌƚLJƚŽ/ŶĚŝŐŽ>ĂŬĞƐĂŶĚƐŚĂƌĞ
ƚŚĞĞdžƉĞŶƐĞŽĨĂŶĞŶŚĂŶĐĞĚĐŽŵŵƵŶŝƚLJĞŶƚƌLJ͘
ŶĚŽĨE/DDĞĞƚŝŶŐEŽƚĞƐƉƌĞƉĂƌĞĚďLJW/͘
ƚƚĂĐŚŵĞŶƚƐ͗ ^ŝŐŶͲ/Ŷ^ŚĞĞƚƐ
ĞƌŝĂůǁŝƚŚƐŝŐŶͲŝŶƐŚĞĞƚŶƵŵďĞƌƐůŽĐĂƚĞĚ
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ηϭϮηϭϯηϭϰηϭϱĂŶŝĞůůĞĞƉĞƌŽPage 35
+RPHRZQHU GLGQRW VLJQ LQηϭϭηϭϰPage 36
LRRLLRRPRUSHTON POINTE RPUDPage 37
W>EE/E' s >KWD Ed/E
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
/d DEK͘ϲ
dZE^WKZdd/KE/DWd^dd D Ed
Z s/^ ͗^ Wd D ZϮϬϭϳ
/E>h ^͗^ĞƚƚůĞŵĞŶƚŐƌĞĞŵĞŶƚͬ ĂƐĞŵĞŶƚƐ
Zh^,dKEWK/Ed ZWh;ZWhͿW>ϮϬϭϱϬϬϬϬϯϬϲ
K>>/ ZKhEdzW>EE/E'KDD/^^/KE;WͿ
Wd ͗DĂƌĐŚϭϱ͕ϮϬϭϴ
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W>EE/E' s >KWD Ed/E
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
/d DEK͘ϳ
Es/ZKED Ed>/DWd^dd D Ed
Z s/^ ͗ D ZϮϬϭϳ
/E>h ^͗>ŝƐƚĞĚŽƌWƌŽƚĞĐƚĞĚ^ƉĞĐŝĞƐ^ƵƌǀĞLJ
EĂƚŝǀĞͬEŽŶͲEĂƚŝǀĞsĞŐĞƚĂƚŝŽŶKǀĞƌůĂLJĞƌŝĂů
^ƚĂƚĞ,ŝƐƚŽƌŝĐĂů^ƵƌǀĞLJ>ĞƚƚĞƌ
Zh^,dKEWK/Ed ZWh;ZWhͿW>ϮϬϭϱϬϬϬϬϯϬϲ
K>>/ ZKhEdzW>EE/E'KDD/^^/KE;WͿ
Wd ͗DĂƌĐŚϭϱ͕ϮϬϭϴ
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Es/ZKED Ed>/DWd^dd D Ed
Zh^,dKEWK/Ed ZWh;ZWhͿ
W>ϮϬϭϱϬϬϬϬϯϬϲ
ƉƉůŝĐĂƚŝŽŶĨŽƌWƵďůŝĐ,ĞĂƌŝŶŐĨŽƌ
ZĞƐŝĚĞŶƚŝĂůWůĂŶŶĞĚhŶŝƚĞǀĞůŽƉŵĞŶƚZWhZĞnjŽŶĞ
>/^dK&^hD/dd>/d D^
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Page 94Collier CountyI-75 Exit 111Immokalee RoadOakridge Middle SchoolIndigo Lake Dr.38.1 AcreRushtonPointe RPUDfronting CollierBoulevard;inclusive of5.09 AcreCountyDrainageEasementwith lakeTravel Directions:.1. travel east 3.3 miles to signalized intersection with Collier Blvd (akaCR 951) after existing I-75 at Exit 111 (Immokalee Rd.).2. turn south and travel approximately 0.7 miles traveling past Oakridge Middle School and Indigo Lake Drive which abuts and is locatedimmediately north of the 38.1 acre subject property (Project Name: Rushton Pointe RPUD); and this property is on west side of and has669.2 lf of frontage Collier Blvd and a depth of 2482 lf;.This is an isolated property surrounded by developed lands.3.3 miles east of I-750.7 mile south ofImmokalee Rd
Page 955.09 acre County DrainageEasement developed by County withlake which provides a portion of thestorm water managementrequirement for the abutting CollierBoulevard38 +/- Acre Rushton Pointe RPUD; inclusiveof County Drainage Easement with lakesite was partiallyutilized foragriculture rowcrops along withabutting propertyto the north andwestapproximately 3 acres of offsitepreserves which share 330 lf ofcommon property line with subjectproperty; preserve is otherwise isolatedby storm water management systemsbermseastern portionof this propertyclassified byjurisdictionalpermitting asuplands; seepage 2 of thisexhbiit
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Histosol (A1) Polyvalue Below Surface (S8) /55678 1 cm Muck (A9) /552
Histic Epipedon (A2) Thin Dark Surface (S9) /55678 2 cm Muck (A10) /556
Black Histic (A3) Loamy Mucky Mineral (F1) /552 Reduced Vertic (F18) RXWVLGH0/5$$%
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Organic Bodies (A6) /55378 Redox Dark Surface (F6) 0/5$%
5 cm Mucky Mineral (A7) /55378 Depleted Dark Surface (F7) Red Parent Material (TF2)
Muck Presence (A8) /558 Redox Depressions (F8) Very Shallow Dark Surface (TF12)
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Depleted Below Dark Surface (A11) Depleted Ochric (F11) 0/5$
Thick Dark Surface (A12) Iron-Manganese Masses (F12) /55237 3Indicators of hydrophytic vegetation and
Coast Prairie Redox (A16) 0/5$$ Umbric Surface (F13) /55378 wetland hydrology must be present,
Sandy Mucky Mineral (S1) /5526 Delta Ochric (F17) 0/5$ unless disturbed or problematic.
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Histic Epipedon (A2) Thin Dark Surface (S9) /55678 2 cm Muck (A10) /556
Black Histic (A3) Loamy Mucky Mineral (F1) /552 Reduced Vertic (F18) RXWVLGH0/5$$%
Hydrogen Sulfide (A4) Loamy Gleyed Matrix (F2) Piedmont Floodplain Soils (F19) /55367
Stratified Layers (A5) Depleted Matrix (F3) Anomalous Bright Loamy Soils (F20)
Organic Bodies (A6) /55378 Redox Dark Surface (F6) 0/5$%
5 cm Mucky Mineral (A7) /55378 Depleted Dark Surface (F7) Red Parent Material (TF2)
Muck Presence (A8) /558 Redox Depressions (F8) Very Shallow Dark Surface (TF12)
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Depleted Below Dark Surface (A11) Depleted Ochric (F11) 0/5$
Thick Dark Surface (A12) Iron-Manganese Masses (F12) /55237 3Indicators of hydrophytic vegetation and
Coast Prairie Redox (A16) 0/5$$ Umbric Surface (F13) /55378 wetland hydrology must be present,
Sandy Mucky Mineral (S1) /5526 Delta Ochric (F17) 0/5$ unless disturbed or problematic.
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Histic Epipedon (A2) Thin Dark Surface (S9) /55678 2 cm Muck (A10) /556
Black Histic (A3) Loamy Mucky Mineral (F1) /552 Reduced Vertic (F18) RXWVLGH0/5$$%
Hydrogen Sulfide (A4) Loamy Gleyed Matrix (F2) Piedmont Floodplain Soils (F19) /55367
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Organic Bodies (A6) /55378 Redox Dark Surface (F6) 0/5$%
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Muck Presence (A8) /558 Redox Depressions (F8) Very Shallow Dark Surface (TF12)
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Depleted Below Dark Surface (A11) Depleted Ochric (F11) 0/5$
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Coast Prairie Redox (A16) 0/5$$ Umbric Surface (F13) /55378 wetland hydrology must be present,
Sandy Mucky Mineral (S1) /5526 Delta Ochric (F17) 0/5$ unless disturbed or problematic.
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Histosol (A1) Polyvalue Below Surface (S8) /55678 1 cm Muck (A9) /552
Histic Epipedon (A2) Thin Dark Surface (S9) /55678 2 cm Muck (A10) /556
Black Histic (A3) Loamy Mucky Mineral (F1) /552 Reduced Vertic (F18) RXWVLGH0/5$$%
Hydrogen Sulfide (A4) Loamy Gleyed Matrix (F2) Piedmont Floodplain Soils (F19) /55367
Stratified Layers (A5) Depleted Matrix (F3) Anomalous Bright Loamy Soils (F20)
Organic Bodies (A6) /55378 Redox Dark Surface (F6) 0/5$%
5 cm Mucky Mineral (A7) /55378 Depleted Dark Surface (F7) Red Parent Material (TF2)
Muck Presence (A8) /558 Redox Depressions (F8) Very Shallow Dark Surface (TF12)
1 cm Muck (A9) /5537 Marl (F10) /558 Other (Explain in Remarks)
Depleted Below Dark Surface (A11) Depleted Ochric (F11) 0/5$
Thick Dark Surface (A12) Iron-Manganese Masses (F12) /55237 3Indicators of hydrophytic vegetation and
Coast Prairie Redox (A16) 0/5$$ Umbric Surface (F13) /55378 wetland hydrology must be present,
Sandy Mucky Mineral (S1) /5526 Delta Ochric (F17) 0/5$ unless disturbed or problematic.
Sandy Gleyed Matrix (S4) Reduced Vertic (F18) 0/5$$%
Sandy Redox (S5) Piedmont Floodplain Soils (F19) 0/5$ $
Stripped Matrix (S6) Anomalous Bright Loamy Soils (F20) 0/5$ $&'
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Histosol (A1) Polyvalue Below Surface (S8) /55678 1 cm Muck (A9) /552
Histic Epipedon (A2) Thin Dark Surface (S9) /55678 2 cm Muck (A10) /556
Black Histic (A3) Loamy Mucky Mineral (F1) /552 Reduced Vertic (F18) RXWVLGH0/5$$%
Hydrogen Sulfide (A4) Loamy Gleyed Matrix (F2) Piedmont Floodplain Soils (F19) /55367
Stratified Layers (A5) Depleted Matrix (F3) Anomalous Bright Loamy Soils (F20)
Organic Bodies (A6) /55378 Redox Dark Surface (F6) 0/5$%
5 cm Mucky Mineral (A7) /55378 Depleted Dark Surface (F7) Red Parent Material (TF2)
Muck Presence (A8) /558 Redox Depressions (F8) Very Shallow Dark Surface (TF12)
1 cm Muck (A9) /5537 Marl (F10) /558 Other (Explain in Remarks)
Depleted Below Dark Surface (A11) Depleted Ochric (F11) 0/5$
Thick Dark Surface (A12) Iron-Manganese Masses (F12) /55237 3Indicators of hydrophytic vegetation and
Coast Prairie Redox (A16) 0/5$$ Umbric Surface (F13) /55378 wetland hydrology must be present,
Sandy Mucky Mineral (S1) /5526 Delta Ochric (F17) 0/5$ unless disturbed or problematic.
Sandy Gleyed Matrix (S4) Reduced Vertic (F18) 0/5$$%
Sandy Redox (S5) Piedmont Floodplain Soils (F19) 0/5$ $
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Histosol (A1) Polyvalue Below Surface (S8) /55678 1 cm Muck (A9) /552
Histic Epipedon (A2) Thin Dark Surface (S9) /55678 2 cm Muck (A10) /556
Black Histic (A3) Loamy Mucky Mineral (F1) /552 Reduced Vertic (F18) RXWVLGH0/5$$%
Hydrogen Sulfide (A4) Loamy Gleyed Matrix (F2) Piedmont Floodplain Soils (F19) /55367
Stratified Layers (A5) Depleted Matrix (F3) Anomalous Bright Loamy Soils (F20)
Organic Bodies (A6) /55378 Redox Dark Surface (F6) 0/5$%
5 cm Mucky Mineral (A7) /55378 Depleted Dark Surface (F7) Red Parent Material (TF2)
Muck Presence (A8) /558 Redox Depressions (F8) Very Shallow Dark Surface (TF12)
1 cm Muck (A9) /5537 Marl (F10) /558 Other (Explain in Remarks)
Depleted Below Dark Surface (A11) Depleted Ochric (F11) 0/5$
Thick Dark Surface (A12) Iron-Manganese Masses (F12) /55237 3Indicators of hydrophytic vegetation and
Coast Prairie Redox (A16) 0/5$$ Umbric Surface (F13) /55378 wetland hydrology must be present,
Sandy Mucky Mineral (S1) /5526 Delta Ochric (F17) 0/5$ unless disturbed or problematic.
Sandy Gleyed Matrix (S4) Reduced Vertic (F18) 0/5$$%
Sandy Redox (S5) Piedmont Floodplain Soils (F19) 0/5$ $
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Page 130INDIGO LAKES2000 AERIAL JDApplication #: 010409-5Permit#: 11-01956-P FinalAction Date: 03-Jul-2001Issuing Office: FTM/SFWMDPermit Status: ACTIVEApplication Status: CompletePermit Type: EnvironmentalResource (New GeneralPermit) Expiration Date:Project Name: Brittany BayApartments Project Acres:17.65Landuse(s): ResidentialLocation: Collier S27/T48/R26Receiving Body: AdjacentWetlandsApplicant: Brittany BayPartners Ltd Tricia Doody1551 Sandspur Road MaitlandFL 32751Engr Consultant: DavidsonEngineering Inc Jeff DavidsonPe1720 J And C Boulevard Suite3 Naples FL 34109Oper Entity: Brittany BayPartners, LtdRUSHTON POINTERPUD 38.10ACRESGENERAL AREAOF COUNTY 5.09DRAINAGEEASEMENT ANDPOND SERVING18.39 AC BASINUPLANDS SOUTH OF EASTERN HALF OF PROPERTYJD LINEJD WETLANDS LOCATED SOUTH OF WESTERN HALFOF RUSHTON POINTE RPUD; SEVERED BYPERMITTED WATER MANAGEMENT SYSTEM BERM(HATCH)
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In south Florida slash pine dominated environments, where fire is a concern, the amount of
mid-story vegetation planted may be reduced to promote the growth of native ground
covers, reduce the threat of wildfire and to promote use of the preserve by listed species.
Three gallon container saw palmetto ( Serenoa repens ) may be used in lieu of seven
gallon containers. South Florida slash pine ( Pinus elliottiivar. densa ) trees may be planted
in the following sizes: 25 percent at 6 feet and 75 percent at 4 feet, with a spacing
requirement of 40 feet on center for calculating the number of slash pines to be planted.
Page 161
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Page 162
Regulation Division
April 29, 2016
Mr. Ali Ghahramani
Investment Ltd Partnership
7223 Ayrshire Lane
Boca Raton, FL 33496-1421
Dear Applicant:
Subject: Petition for Formal Wetland Determination of Wetlands and Surface Waters
Application No. 150818-8
Project Name: West Lake RPUD - Formal Wetland Determination
Collier County
Enclosed is a copy of the District’s agency action regarding your petition for a formal
determination of wetlands and/or surface waters. It is request that you read this agency action
thoroughly and understand its contents.
The attached “Notice of Rights” addresses your rights under Florida law should you wish to
contest the agency action. However, the referenced “Noticed of Rights” should not be used as
your sole source of information. To be fully advised of your legal rights, you should see legal
counsel.
CERTIFICATE OF SERVICE
I HEREBY CERTIFY that the Staff Report, Conditions and Notice of Rights have been mailed
or electronically submitted to the addressee (and the persons listed on the attached
staff report distribution list) this 29
WK day of April 2016 in accordance with Section 120.60(3),
Florida Statutes,
Sincerely,
Melissa 0Roberts, P.E.
Service Center Administrator
South Florida Water Management District
Page 163
New Project Name: Rushton Pointe RPUD
NOTICE OF RIGHTS
As required by Sections 120.569 and 120.60(3), Fla. Stat., the following is notice of the opportunities which
may be available for administrative hearing or judicial review when the substantial interests of a party are
determined by an agency. Please note that this Notice of Rights is not intended to provide legal advice. Not
all of the legal proceedings detailed below may be an applicable or appropriate remedy. You may wish to
consult an attorney regarding your legal rights.
RIGHT TO REQUEST ADMINISTRATIVE HEARING
A person whose substantial interests are or may be affected by the South Florida Water Management District’s
(SFWMD or District) action has the right to request an administrative hearing on that action pursuant to
Sections 120.569 and 120.57, Fla. Stat. Persons seeking a hearing on a SFWMD decision which affects or
may affect their substantial interests shall file a petition for hearing with the Office of the District Clerk of the
SFWMD, in accordance with the filing instructions set forth herein, within 21 days of receipt of written notice of
the decision, unless one of the following shorter time periods apply: (1) within 14 days of the notice of
consolidated intent to grant or deny concurrently reviewed applications for environmental resource permits and
use of sovereign submerged lands pursuant to Section 373.427, Fla. Stat.; or (2) within 14 days of service of
an Administrative Order pursuant to Section 373.119(1), Fla. Stat. "Receipt of written notice of agency
decision" means receipt of written notice through mail, electronic mail, or posting that the SFWMD has or
intends to take final agency action, or publication of notice that the SFWMD has or intends to take final agency
action. Any person who receives written notice of a SFWMD decision and fails to file a written request for
hearing within the timeframe described above waives the right to request a hearing on that decision.
If the District takes final agency action which materially differs from the noticed intended agency decision,
persons who may be substantially affected shall, unless otherwise provided by law, have an additional Rule
28-106.111, Fla. Admin. Code, point of entry.
Any person to whom an emergency order is directed pursuant to Section 373.119(2), Fla. Stat., shall comply
therewith immediately, but on petition to the board shall be afforded a hearing as soon as possible.
A person may file a request for an extension of time for filing a petition. The SFWMD may, for good cause,
grant the request. Requests for extension of time must be filed with the SFWMD prior to the deadline for filing
a petition for hearing. Such requests for extension shall contain a certificate that the moving party has
consulted with all other parties concerning the extension and that the SFWMD and any other parties agree to
or oppose the extension. A timely request for an extension of time shall toll the running of the time period for
filing a petition until the request is acted upon.
FILING INSTRUCTIONS
A petition for administrative hearing must be filed with the Office of the District Clerk of the SFWMD. Filings
with the Office of the District Clerk may be made by mail, hand-delivery, or e-mail. Filings by facsimile will not
be accepted. A petition for administrative hearing or other document is deemed filed upon receipt during
normal business hours by the Office of the District Clerk at SFWMD headquarters in West Palm Beach,
Florida. The District’s normal business hours are 8:00 a.m. – 5:00 p.m., excluding weekends and District
holidays. Any document received by the Office of the District Clerk after 5:00 p.m. shall be deemed filed as of
8:00 a.m. on the next regular business day. Additional filing instructions are as follows:
x Filings by mail must be addressed to the Office of the District Clerk, P.O. Box 24680, West Palm
Beach, Florida 33416.
Page 164
x Filings by hand-delivery must be delivered to the Office of the District Clerk. Delivery of a petition to
the SFWMD's security desk does not constitute filing. It will be necessary to request that the
SFWMD's security officer contact the Office of the District Clerk. An employee of the SFWMD's
Clerk's office will receive and file the petition.
x Filings by e-mail must be transmitted to the Office of the District Clerk at clerk@sfwmd.gov. The filing
date for a document transmitted by electronic mail shall be the date the Office of the District Clerk
receives the complete document. A party who files a document by e-mail shall (1) represent that the
original physically signed document will be retained by that party for the duration of the proceeding
and of any subsequent appeal or subsequent proceeding in that cause and that the party shall
produce it upon the request of other parties; and (2) be responsible for any delay, disruption, or
interruption of the electronic signals and accepts the full risk that the document may not be properly
filed.
INITIATION OF AN ADMINISTRATIVE HEARING
Pursuant to Sections 120.54(5)(b)4. and 120.569(2)(c), Fla. Stat., and Rules 28-106.201 and 28-106.301, Fla.
Admin. Code, initiation of an administrative hearing shall be made by written petition to the SFWMD in legible
form and on 8 1/2 by 11 inch white paper. All petitions shall contain:
1.Identification of the action being contested, including the permit number, application number, SFWMD
file number or any other SFWMD identification number, if known.
2.The name, address, any email address, any facsimile number, and telephone number of the petitioner
and petitioner’s representative, if any.
3.An explanation of how the petitioner’s substantial interests will be affected by the agency
determination.
4.A statement of when and how the petitioner received notice of the SFWMD’s decision.
5.A statement of all disputed issues of material fact. If there are none, the petition must so indicate.
6.A concise statement of the ultimate facts alleged, including the specific facts the petitioner contends
warrant reversal or modification of the SFWMD’s proposed action.
7.A statement of the specific rules or statutes the petitioner contends require reversal or modification of
the SFWMD’s proposed action.
8.If disputed issues of material fact exist, the statement must also include an explanation of how the
alleged facts relate to the specific rules or statutes.
9.A statement of the relief sought by the petitioner, stating precisely the action the petitioner wishes the
SFWMD to take with respect to the SFWMD’s proposed action.
MEDIATION
The procedures for pursuing mediation are set forth in Section 120.573, Fla. Stat., and Rules 28-106.111 and
28-106.401–.405, Fla. Admin. Code. The SFWMD is not proposing mediation for this agency action under
Section 120.573, Fla. Stat., at this time.
RIGHTTOSEEKJUDICIALREVIEW
Pursuant to Section 120.68, Fla. Stat., and in accordance with Florida Rule of Appellate Procedure 9.110, a party
who is adversely affected by final SFWMD action may seek judicial review of the SFWMD's final decision by filing
a notice of appeal with the Office of the District Clerk of the SFWMD in accordance with the filing instructions set
forth herein within 30 days of rendition of the order to be reviewed, and by filing a copy of the notice with the clerk
of the appropriate district court of appeal.
Page 165
150818-8App.no. :
erp_staff_report.rdf
Page 1 of 3
May 2, 2016Last Date For Agency Action:
INDIVIDUAL FORMAL WETLAND DETERMINATION STAFF REPORT
Project Name:
11-00026-FPermit No.:
Special Drainage District:
Collier County,Location:S27/T48S/R26E
Ali R Ghahramani M.D. Investment Ltd Partnership
38.10 acresProject Area:
Project Land Use:
New Formal Wetland DeterminationApplication Type:
Sovereign Submerged Lands:No
NA
A certified formal determination of the extent of wetlands and other surface waters, pursuant to Rule 62-
330.201, F.A.C. for a 38.10-acre parcel known as West Lake RPUD.
West Lake R P U D - Formal Wetland Determination
Wetland Determination
PROJECT SUMMARY:
NoConservation Easement To District :
150818-8Application No.:
Applicant:
38.10 acresPermit Area:
Page 166
New Project Name:
Rushton Pointe RPUD
150818-8App.no. :
erp_staff_report.rdf
Page 2 of 3
The site is located west of Collier Boulevard, south of Indigo Lakes Drive, and north of the Brittany
Bay/Camden Cove development (ERP 11-01956-P). Refer to Exhibit 1.0 for a location map.
Comprising 38.10-acres, fallow farm fields make up the majority of the western portion of the site, with
pine flatwoods, and exotic infested disturbed uplands making up the remainder of the upland habitats.
The other surface waters consist of two cow ponds and a farm ditch, totaling 0.69 acres. There are two
wetlands onsite consisting of cypress, hydric pine, vegetated nonforested wetlands, and pine-cypress-
cabbage palm, totaling 4.94 acres.
The wetland and other surface water map is attached as Exhibit 2.0.
On August 18, 2015, the District received a request for a formal wetland determination. An initial site visit
was conducted on August 27, 2015 with a follow up site visit on September 25, 2015 by Laura Layman
and Marco Espinar of Collier Environmental Consultants, Inc. The methodologies utilized to delineate
wetlands and surface waters were consistent with Rule 62-340, F.A.C. and Subsection 373.421(2), F.S.
Approximately 5.09 acres of the north east corner of the site has a Collier County drainage easement for
a surface water management pond that was constructed pursuant to ERP 11-02513-P/Application No.
040315-10.
PROJECT EVALUATION:
WETLANDS:
PROJECT SITE DESCRIPTION:
BACKGROUND:
Wetlands And Other Surface Waters:
Wetland Description:
There are two (2) wetlands onsite. Wetland 1 (4.00 acres) is located in the eastern portion of the site west
of the surface water management pond. The wetlands are comprised of a mosaic of habitats,
including cypress, hydric pine with melaleuca, pine cypress cabbage palm, and vegetated
nonforested wetlands (fallow agricultural land). The southern portion of this wetland system also
includes one of the cow ponds (0.05-acres). Wetland 2 (0.94 acres) islocated south of the surface water
management pond in the eastern portion of the site. This habitat can be largely categorized as hydric
pine with melaleuca infestation. Native vegetation within the wetlands includes cypress, pine,
cabbage palm, dahoon holly, wax myrtle, saw grass, swamp fern, blue maidencane, yellow eyed
grass, and gulf dune paspalum. Exotic vegetation includes Brazilian pepper, melaleuca, ear leaf acacia,
carrotwood, Caesar weed, and bahia grass.
Soil Types and Hydrologic Indicators:
The site consists of two soil types: Holopaw, Limestone Substratum and Holopaw and Okeelanta Soils
Depressional (Exhibit 4.0). Hydric soil indicators include stripped matrix.
Hydrologic indicators observed include water staining/water marks, and inundation.
Page 167
150818-8App.no. :
erp_staff_report.rdf
Page 3 of 3
STAFF REVIEW:
NATURAL RESOURCE MANAGEMENT:
Laura Layman
DIVISION APPROVAL:
__________________________________ DATE:__________________________
Wetland Delineation:
The 38.10-acre site contains 4.94 acres of wetlands and 0.69 acres of other surface waters as defined by
Rule 62-340, Florida Administrative Code (F.A.C.), and Subsection 373.421-(2), Florida Statutes (F.S.).
Pursuant to Section 7.2.2(e) of the Applicant's Handbook Volume 1 for Environmental Resource Permit
(ERP) applications, the surveyed wetland boundaries are depicted on the boundary survey attached as
Exhibit 3.0.
urururrurura Laymannnnnn
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Page 168
SPECIAL CONDITIONS
1.
2.
The formal determination shall be binding for five years provided the physical condition on the property
does not change so as to alter the boundary of the wetlands and other surface waters during that period.
The formal wetland determination shall expire five years from the date of issuance.
The following are exhibits to this permit. Exhibits noted as incorporated by reference are available on the
District's ePermitting website (http://my.sfwmd.gov/ePermitting) under this application number.
Exhibit No. 1.0 Location Map
Exhibit No. 2.0 FLUCCS Habitat Map
Exhibit No. 3.0 Delineated Wetlands & Other Surface Waters
Exhibit No. 4.0 Soils Map
Application No.: 150818-8
Page of
Page 169
IMMOKALEE RD
VANDERBILT BEACH RD
GOLDEN GATE BLVD WCOLLIER BLVDCollier County Property Appraiser
¯
REGULATION DIVISION
South Florida Water Management District
Exhibit No: 1 Exhibit Created On:
Created by Regulation GIS Section
2015-09-28
COLLIER COUNTY, FL Application
Application Number: 150818-8
Project Name: WEST LAKE R P U D -
INFORMAL WETLAND DETERMINATION
05,9002,950
Feet
Page 170
Page 171
Page 172
Page 173
STAFF REPORT DISTRIBUTION LIST
WEST LAKE R P U D - FORMAL WETLAND DETERMINATION
11-00026-FPermit No:
Application No:150818-8
INTERNAL DISTRIBUTION
Laura Layman
EXTERNAL DISTRIBUTION
X Permittee - Ali R Ghahramani M.D. Investment Ltd
Partnership
GOVERNMENT AGENCIES
City Engineer, City of Naples
Martin Seeling Environmental Administrator
X Agent - Planning Development Inc
X Engr Consultant - Planning Development Inc
X Env Consultant - Collier Environmental Consultants,
Inc.
X
X
X
Page 174
STAFF REPORT DISTRIBUTION LIST
Application No: 150818-8 Page 2 of 2
Planning Development Inc Ali R Ghahramani M.D. Investment Ltd Partnership
Planning Development Inc Collier Environmental Consultants, Inc.
145 Central Avenue 7223 Ayrshire Lane
145 Central Avenue 3880 Estey Avenue
Naples FL 34102 Boca Raton FL 33496-1421
Naples FL 34102 Naples FL 34104
ADDRESSES
City Engineer, City of Naples Martin Seeling Environmental Administrator
295 Riverside Circle
Naples
2600 Blair Stone Road
Ms2500
Naples FL 34102 Tallahassee FL 34952
gstrakaluse@naplesgov.com, aholland@naplesgov.com martin.seeling@dep.state.fl.us
mfernandez@planningdevelopmentinc.com andrewag@bellsouth.net
pdimrf@aol.com marcoe@prodigy.net
Page 175
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Page 176
From:Desmond Duke
To:mfernandez@planningdevelopmentinc.com
Subject:West Lake RPUD - Mitigation Credits
Date:Wednesday, October 7, 2015 4:48:00 PM
Good afternoon Michael,
It was a pleasure to talk to you on the telephone this afternoon.
As requested, this email is to give a cost estimate for the approximately 2.72 wetland
credits that may be needed for the West Lake RPUD project. We can provide the credits
from either the Corkscrew Regional Mitigation Bank or Panther Island Mitigation Bank at a
cost of $75,000 per credit. Both these mitigation banks have wetland credits with an
embedded Wood Stork and Florida Panther mitigation value that may be applied if needed
to address mitigation for these species in the permitting of your project.
Each of these mitigation banks are premier restoration projects, with a management team
that has an impeccable track record of success and experience to help streamline the
approval process of the West Lake RPUD project.
Please let me know if you have any questions or need further information.
Sincerely,
Desmond
Desmond Duke
21346 Saint Andrews Blvd., Suite 434
Boca Raton, FL 33433
Mobile: 239.530.8044
Office: 561.465.5054
Fax: 888.793.6444
Email: dduke@ecoresolve.com
The content of this email is the confidential property of ecoresolve, inc. and should not be copied, modified, retransmitted, or
used for any purpose except with ecoresolve's written authorization. If you are not the intended recipient, please delete all
copies and notify us immediately.
Page 177
updated UMAM analysis found that 2.48 credits
are required to mitigate 100% impacts to the 4.94
acres of Formal JD Wetlands; at $75,000 per
credit; cost shall be $186,000.
Michael Fernandez-PDI / revised: July 26, 2017
2.48
New Project Name:
Rushton Pointe RPUD
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ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
/d DEK͘ϴ
Ks Z> dd ZWZK: dEZZd/s
Z͘ >>Kt^ D/>
ZWh s>hd/KEZ/d Z/
Z s/^ ͗:h>zϮϬϭϳ
Zh^,dKEWK/Ed ZWh;ZWhͿW>ϮϬϭϱϬϬϬϬϯϬϲ
K>>/ ZKhEdzW>EE/E'KDD/^^/KE;WͿ
Wd ͗DĂƌĐŚϭϱ͕ϮϬϭϴ
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W>EE/E' s >KWD Ed/EKZWKZd
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵϮϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
ŽǀĞƌ>ĞƚƚĞƌǁŝƚŚEĂƌƌĂƚŝǀĞ^ƚĂƚĞŵĞŶƚ
DĂƌĐŚϯϭ͕ϮϬϭϳƌĞǀ:ƵůLJϮϳ͕ϮϬϭϳ
Z ͗ ZƵƐŚƚŽŶWŽŝŶƚĞZĞƐŝĚĞŶƚŝĂůWůĂŶŶĞĚhŶŝƚĞǀĞůŽƉŵĞŶƚ
ƉƉůŝĐĂƚŝŽŶĨŽƌWƵďůŝĐ,ĞĂƌŝŶŐĨŽƌZWhZĞnjŽŶĞ
W>ϮϬϭϱϬϬϬϬϯϬϲ
Dƌ͘ ƌŝĐ:ŽŚŶƐŽŶ͕WƌŝŶĐŝƉĂůWůĂŶŶĞƌ
ŽůůŝĞƌŽƵŶƚLJ'ƌŽǁƚŚDĂŶĂŐĞŵĞŶƚŝǀŝƐŝŽŶ
ϮϴϬϬE͘,ŽƌƐĞƐŚŽĞƌŝǀĞ
EĂƉůĞƐ͕&ůŽƌŝĚĂϯϰϭϬϰ
ĞĂƌDƌ͘:ŽŚŶƐŽŶ͗
dƌĂŶƐŵŝƚƚĞĚƵŶĚĞƌƚŚŝƐĐŽǀĞƌůĞƚƚĞƌŝƐƚŚĞƉƉůŝĐĂƚŝŽŶĨŽƌWƵďůŝĐ,ĞĂƌŝŶŐĨŽƌĂZĞƐŝĚĞŶƚŝĂůWůĂŶŶĞĚhŶŝƚ
ĞǀĞůŽƉŵĞŶƚ;ZWhͿ͘
dŚĞŽƌŝŐŝŶĂůWƌĞͲƉƉůŝĐĂƚŝŽŶDĞĞƚŝŶŐǁĂƐŚĞůĚŽŶ&ĞďƌƵĂƌLJϭϴ͕ϮϬϭϱ͘ ǀĞŶƚŚŽƵŐŚƚŚĞŽůůŝĞƌŽƵŶƚLJ
&ĞĞŽĚĞƌĞƋƵŝƌĞƐĂŶĞǁƉƌĞͲĂƉƉůŝĐĂƚŝŽŶŵĞĞƚŝŶŐĂĨƚĞƌŶŝŶĞŵŽŶƚŚƐĨƌŽŵƚŚĞůĂƐƚŵĞĞƚŝŶŐ͕ƚŚĞƉƌŽǀŝƐŝŽŶ
ĂůůŽǁƐĨŽƌƚŚĞŵĞĞƚŝŶŐƚŽďĞǁĂŝǀĞĚŝĨƚŚĞƌĞĂƌĞŶŽƐŝŐŶŝĨŝĐĂŶƚĐŚĂŶŐĞƐŵĂĚĞƐŝŶĐĞƚŚĞŵĞĞƚŝŶŐǁĂƐŚĞůĚ͘
WůĞĂƐĞ ƐĞĞ ĞŶĐůŽƐĞĚ ĞŵĂŝů ǀĞƌŝĨŝĐĂƚŝŽŶ ĨƌŽŵ ZĂLJ ĞůůŽǁƐ͕ ĚĂƚĞĚ^ĞƉƚĞŵďĞƌ Ϯϴ͕ ϮϬϭϲ͕ ƚŚĂƚ ƚŚĞ
ƌĞƋƵŝƌĞŵĞŶƚĨŽƌĂŶĞǁƉƌĞͲĂƉƉůŝĐĂƚŝŽŶŵĞĞƚŝŶŐŝƐďĞŝŶŐǁĂŝǀĞĚ͘dŚĞĞŵĂŝůĂůƐŽŶŽƚĞƐƚŚĂƚƚŚĞĂƉƉůŝĐĂďůĞ
ĨĞĞŽĨΨϱϬϬ͘ϬϬƐŚĂůůŶŽƚďĞĐƌĞĚŝƚĞĚƚŽǁĂƌĚƚŚĞĂƉƉůŝĐĂƚŝŽŶĨĞĞĂƚƚŚĞƚŝŵĞŽĨƐƵďŵŝƚƚĂů͘
WƌŽũĞĐƚƌĞĂ͘dŚĞƐƵďũĞĐƚƉƌŽƉĞƌƚLJŝƐĂŶŝƐŽůĂƚĞĚƵŶĚĞǀĞůŽƉĞĚƉĂƌĐĞůĂŶĚŚĂƐĂƚŽƚĂůƐŝƚĞĂƌĞĂŽĨ
ĂƉƉƌŽdžŝŵĂƚĞůLJϯϴ͘ϭнͬͲĂĐƌĞƐ͘/ƚŝƐƐŝƚƵĂƚĞĚŽŶƚŚĞǁĞƐƚƐŝĚĞŽĨŽůůŝĞƌŽƵůĞǀĂƌĚ;ZϵϱϭͿ͕ŶŽƌƚŚŽĨƚŚĞ
ĨƵůůLJĚĞǀĞůŽƉĞĚƌŝƚƚĂŶLJĂLJWhƉĂƌĐĞů͕ĂŶĚƐŽƵƚŚĂŶĚĞĂƐƚŽĨƚŚĞĨƵůůLJĚĞǀĞůŽƉĞĚ/ŶĚŝŐŽ>ĂŬĞƐWh͘
dŚĞƉƌŽƉĞƌƚLJŚĂƐĂƉƉƌŽdžŝŵĂƚĞůLJϲϲϴĨĞĞƚŽĨĨƌŽŶƚĂŐĞŽŶŽůůŝĞƌŽƵůĞǀĂƌĚĂŶĚϮϰϴϮĨĞĞƚŽĨĚĞƉƚŚ͘
ƉƉƌŽdžŝŵĂƚĞůLJŚĂůĨŽĨƉĂƌĐĞůǁĂƐƉƌĞǀŝŽƵƐůLJƵƚŝůŝnjĞĚŝŶƌŽǁĐƌŽƉƉƌŽĚƵĐƚŝŽŶŝŶĂŶŽƉĞƌĂƚŝŽŶǁŚŝĐŚǁĂƐ
ŝŶƚĞŐƌĂƚĞĚƚŽĂůĂƌŐĞƌĂŐƌŝĐƵůƚƵƌĂůŽƉĞƌĂƚŝŽŶǁŚŝĐŚŝŶĐůƵĚĞĚƚŚĞůĂŶĚƐŶŽǁƐƵƉƉŽƌƚŝŶŐ/ŶĚŝŐŽ>ĂŬĞƐ͘
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ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
EĂƚŝǀĞ,ĂďŝƚĂƚĂŶĚtĞƚůĂŶĚĐƌĞĂŐĞ͘ϭϭ͘ϮϲĂĐƌĞƐŽĨƚŚĞƉƌŽƉĞƌƚLJƐƵƉƉŽƌƚŶĂƚŝǀĞŚĂďŝƚĂƚĂŶĚĂŶŽƚŚĞƌ
ϰ͘ϵϰĂĐƌĞƐŚĂǀĞďĞĞŶĚĞƐŝŐŶĂƚĞĚǁĞƚůĂŶĚƐďLJ^&tDǁŝƚŚƚŚĞŝƐƐƵĂŶĐĞŽĨĂ&ŽƌŵĂůtĞƚůĂŶĚ>ŝŶĞ
:ƵƌŝƐĚŝĐƚŝŽŶĂůĞƚĞƌŵŝŶĂƚŝŽŶŝŶϮϬϭϲ͘dŚŝƐZWhƉƌŽƉŽƐĞƐƚŽŵĞĞƚŝƚƐϮϱйƉƌĞƐĞƌǀĂƚŝŽŶƌĞƋƵŝƌĞŵĞŶƚ
ŽŶƐŝƚĞĂŶĚƚŽŵŝƚŝŐĂƚĞŝƚƐƉŽŽƌƋƵĂůŝƚLJǁĞƚůĂŶĚƐŽĨĨƐŝƚĞƚŚƌŽƵŐŚĂŵŝƚŝŐĂƚŝŽŶďĂŶŬĂƐĞůĞŵĞŶƚĨŽƌĨƵƚƵƌĞ
^&tDͬK ƉĞƌŵŝƚƚŝŶŐ͘^ĞĞĂƉƉůŝĐĂƚŝŽŶ͛ƐĞŶǀŝƌŽŶŵĞŶƚĂůĚĂƚĂĂŶĚĂŶĂůLJƐŝƐĨŽƌĂĚĚŝƚŝŽŶĂůŝŶĨŽƌŵĂƚŝŽŶ
ƌĞŐĂƌĚŝŶŐŶĂƚŝǀĞŚĂďŝƚĂƚ͕ƉƌĞƐĞƌǀĂƚŝŽŶĂŶĚǁĞƚůĂŶĚŵŝƚŝŐĂƚŝŽŶ͘
ĂƐĞŵĞŶƚ ŶĐƵŵďƌĂŶĐĞ͘dŚĞƐƵďũĞĐƚƉƌŽƉĞƌƚLJǁĂƐƐƵďũĞĐƚƚŽĂŶKƌĚĞƌŽĨdĂŬŝŶŐĨŽƌůĂŶĚƐƌĞƋƵŝƌĞĚĨŽƌ
ƚŚĞǁŝĚĞŶŝŶŐŽĨĂŵĞĚŝĂŶĞŶŚĂŶĐĞĚŽůůŝĞƌŽƵůĞǀĂƌĚďLJŽůůŝĞƌŽƵŶƚLJ͘dŚĞĂĐƚŝŽŶƌĞƐƵůƚĞĚŝŶĂƉƵďůŝĐůLJ
ƌĞĐŽƌĚĞĚ&ŝŶĂů^ƚŝƉƵůĂƚĞĚ:ƵĚŐŵĞŶƚǁŚŝĐŚŝŶĐůƵĚĞĚĂϱ͘ϬϵĂĐƌĞĚƌĂŝŶĂŐĞĞĂƐĞŵĞŶƚĨŽƌƌŽĂĚǁĂLJƐƚŽƌŵ
ǁĂƚĞƌŵĂŶĂŐĞŵĞŶƚĂŶĚĂĐŽŵŵŝƚŵĞŶƚĨƌŽŵŽůůŝĞƌŽƵŶƚLJƚŽĚĞƐŝŐŶ͕ƉĞƌŵŝƚĂŶĚĐŽŶƐƚƌƵĐƚƌŝŐŚƚͲ
ŝŶͬƌŝŐŚƚͲŽƵƚƚƵƌŶůĂŶĞĚĞƐŝŐŶĞĚƚŽŽƵŶƚLJ^ƚĂŶĚĂƌĚƐŽĨĂŵĂũŽƌĂƌƚĞƌŝĂůƌŽĂĚǁŝƚŚĂůĞŶŐƚŚŽĨŶŽƚůĞƐƐ
ƚŚĂŶϮϱϬůĨǁŝƚŚĂĚĞƐŝŐŶĐĂƉĂĐŝƚLJƐƵƉƉŽƌƚŝŶŐĂŶŝŶƚĞŶƐŝƚLJŽĨƵƉƚŽϮϳϯƌĞƐŝĚĞŶƚŝĂůƵŶŝƚƐ͘dŚŝƐĂƉƉůŝĐĂƚŝŽŶ
ŝƐĨŽƌϮϮϵƵŶŝƚƐŽƌĂƉƉƌŽdžŝŵĂƚĞůLJϴϰйŽĨƚŚĞĚĞƐŝŐŶŵĂdžŝŵƵŵ͘dŚĞ:ƵĚŐĞŵĞŶƚĂůƐŽƉƌŽǀŝĚĞƐƚŚĞŽǁŶĞƌ
ǁŝƚŚƚŚĞŽƉƉŽƌƚƵŶŝƚLJƚŽƌĞĐŽŶĨŝŐƵƌĞĂŶĚŝŶƚĞŐƌĂƚĞƚŚĞŽƵŶƚLJĚƌĂŝŶĂŐĞĨĂĐŝůŝƚLJŝŶƚŽƚŚĞĚĞǀĞůŽƉŵĞŶƚŽĨ
ƚŚĞƉƌŽƉĞƌƚLJ͕ƐƵďũĞĐƚƚŽĂƉƉůŝĐĂďůĞŝƐƚƌŝĐƚƉĞƌŵŝƚƚŝŶŐĂŶĚĂƌĞĐŽŶĨŝŐƵƌĂƚŝŽŶŝƐďĞŝŶŐƉƌŽƉŽƐĞĚ͘
ĞƐŝŐŶŽŶƐŝĚĞƌĂƚŝŽŶƐ͘
WƌĞƐĞƌǀĞ͘dŚĞůĂƌŐĞƐƚĂƌĞĂŽĨŶĂƚŝǀĞŚĂďŝƚĂƚŝƐůŽĐĂƚĞĚĂƚƚŚĞǁĞƐƚĞƌŶĞŶĚŽĨƚŚĞƉƌŽƉĞƌƚLJ͘dŚĞZWh
DĂƐƚĞƌWůĂŶŚĂƐĚĞƐŝŐŶĂƚĞĚƚŚŝƐůŽĐĂƚŝŽŶƚŽĂĐĐŽŵŵŽĚĂƚĞŝƚƐĂƐƐŽĐŝĂƚĞĚƉƌĞƐĞƌǀĞƌĞƋƵŝƌĞŵĞŶƚǁŚĞƌĞ
ƚŚĞƉƌĞƐĞƌǀĞǁŝůůďĞĐŽŵƉĂĐƚ͕ŵŝŶŝŵŝnjŝŶŐƚŚĞƉƌĞƐĞƌǀĞ͛ƐƉĞƌŝŵĞƚĞƌǁŚŝůĞĐƌĞĂƚŝŶŐƐŝŶŐƵůĂƌĂƌĞĂŽĨ
ƉƌĞƐĞƌǀĞƐǁŚŝĐŚǁŝůůďĞŶĞĨŝƚĨƌŽŵŝƚƐĂĚũĂĐĞŶĐLJƚŽĂŶŽĨĨƐŝƚĞůĂŬĞĂŶĚŶĂƚŝǀĞŚĂďŝƚĂƚƚƌĂĐƚƚŽƚŚĞƐŽƵƚŚ͘
dŚĞƉƌĞƐĞƌǀĞǁŝůůĂůƐŽƐĞƌǀĞĂƐĂďƵĨĨĞƌƚŽƚŚĞƌĞƐŝĚĞŶƚŝĂůĐŽŵŵƵŶŝƚLJƚŽƚŚĞǁĞƐƚ͘dŚĞƌĞĂƌĞϭϭ͘ϮϲĂĐƌĞƐ
ŽĨŶĂƚŝǀĞŚĂďŝƚĂƚĂŶĚϮϱй;Ϯ͘ϴϭĂĐƌĞƐͿŝƐƉƌŽƉŽƐĞĚƚŽďĞƌĞƚĂŝŶĞĚĂŶĚĞŶŚĂŶĐĞĚ͘dŚĞϭϭ͘ϮϲĂĐƌĞƐŝŶĐůƵĚĞƐ
ĐůƵƐƚĞƌŝŶŐŽĨŶĞǁŐƌŽǁƚŚƚƌĞĞƐǁŝƚŚŝŶƚŚĞĨŽƌŵĞƌƌŽǁĐƌŽƉĨŝĞůĚƐ͘
tĞƚůĂŶĚƐ͘/ŶϮϬϬϲ͕ƚŚĞƉƌŽũĞĐƚ͛ƐĞŶǀŝƌŽŶŵĞŶƚĂůĐŽŶƐƵůƚĂŶƚŝĚĞŶƚŝĨŝĞĚŽŶůLJϬ͘ϮϱĂĐƌĞƐŽĨǁĞƚůĂŶĚƐǁŝƚŚŝŶ
ƚŚĞƐƵďũĞĐƚƉƌŽƉĞƌƚLJ͘dŚĞŽƵŶƚLJ͛ƐƌŽĂĚǁĂLJƉůĂŶƐƉƌŽǀŝĚŝŶŐĨŽƌƚŚĞŝƌĚƌĂŝŶĂŐĞĞĂƐĞŵĞŶƚůĂŬĞƚŽŽƵƚĨĂůů
ƚŽƚŚĞĚƌĂŝŶĂŐĞĐĂŶĂůĂĐƌŽƐƐŽůůŝĞƌŽƵůĞǀĂƌĚƐ͘,ŽǁĞǀĞƌ͕ĚƵƌŝŶŐƉĞƌŵŝƚƚŝŶŐƚŚĞƉůĂŶƐǁĞƌĞĐŚĂŶŐĞĚ
ǁŝƚŚŽƵƚŶŽƚŝĐĞƚŽƚŚĞůĂŶĚŽǁŶĞƌĂŶĚĂĚĞƐŝŐŶĚŝƐĐŚĂƌŐĞǁĂƐĚŝƌĞĐƚĞĚƚŽĨůŽǁŽŶƚŽŽŶƐŝƚĞůĂŶĚƐǁĞƐƚŽĨ
ƚŚĞĚƌĂŝŶĂŐĞĞĂƐĞŵĞŶƚ͘KǀĞƌƚŚĞLJĞĂƌƐƚŚĞĚŝƐĐŚĂƌŐĞĞƐƚĂďůŝƐŚĞĚĂŶĂĚĚŝƚŝŽŶĂůϰ͘ϲϵĂĐƌĞƐŽĨ^&tD
ũƵƌŝƐĚŝĐƚŝŽŶĂůǁĞƚůĂŶĚƐ͘dŚĞƐĞǁĞƚůĂŶĚƐĂƌĞŽĨƉŽŽƌƋƵĂůŝƚLJ͕ĂƌĞŽĨŶŽŵŝŶĂůĞŶǀŝƌŽŶŵĞŶƚĂůǀĂůƵĞĂŶĚĂƌĞ
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ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
ŝƐŽůĂƚĞĚ͘ dŚĞLJ ĐĂŶŶŽƚ ďĞ ƌĞĂƐŽŶĂďůLJ ƌĞƚĂŝŶĞĚ ǁŝƚŚŝŶ Ă ůĂŶĚ ƵƐĞƉůĂŶ ĚƵĞ ƚŽ ƚŚĞŝƌ ůŽĐĂƚŝŽŶ ĂŶĚ
ĐŽŶĨŝŐƵƌĂƚŝŽŶ ĂŶĚ ĂƌĞ ƚŚĞƌĞĨŽƌĞ ƉƌŽƉŽƐĞĚ ƚŽ ďĞ ŵŝƚŝŐĂƚĞĚ ŽĨĨƐŝƚĞ ĚƵƌŝŶŐ ƚŚĞ ƐƵďƐĞƋƵĞŶƚ ŝƐƚƌŝĐƚ
ƉĞƌŵŝƚƚŝŶŐƉƌŽĐĞƐƐ͘dŚŝƐǁĂLJ͕ƚŚĞŽĨĨƐŝƚĞƉƌĞƐĞƌǀĞƐĐĂŶĐŽŶƚƌŝďƵƚĞǁŝƚŚƚŚĞďĞŶĞĨŝƚŽĨĂŐŐƌĞŐĂƚĞĚ
ĞŶǀŝƌŽŶŵĞŶƚĂůůLJƉƌŽƚĞĐƚĞĚůĂŶĚƐ͘EŽĐƌĞĚŝƚŝƐƌĞƋƵĞƐƚĞĚƚŽǁĂƌĚ ŵĞĞƚŝŶŐ ƚŚĞ ŽƵŶƚLJ͛Ɛ ŽŶƐŝƚĞ
ƉƌĞƐĞƌǀĂƚŝŽŶ ƌĞƋƵŝƌĞŵĞŶƚ ƚŚƌŽƵŐŚ ƚŚŝƐ ŵŝƚŝŐĂƚŝŽŶ͘ dŚĞ ZWh ƉƌŽƉŽƐĞƐ ƚŽ ĨƵůůLJ ĂĐĐŽŵŵŽĚĂƚĞ ŝƚƐ
ƉƌĞƐĞƌǀĞƌĞƋƵŝƌĞŵĞŶƚǁŝƚŚŝŶƚŚĞďŽƵŶĚĂƌŝĞƐŽĨZWh͘
džŝƐƚŝŶŐƌĂŝŶĂŐĞ ĂƐĞŵĞŶƚ͘ZĞĐŽŶĨŝŐƵƌĂƚŝŽŶŽĨƚŚĞŽƵŶƚLJ͛ƐĞdžŝƐƚŝŶŐϱ͘ϬϵƌĂŝŶĂŐĞ ĂƐĞŵĞŶƚĂŶĚŝƚƐ
ĂƐƐŽĐŝĂƚĞĚƐƚŽƌŵǁĂƚĞƌŵĂŶĂŐĞŵĞŶƚƉĞƌŵŝƚƚĞĚĐĂƉĂĐŝƚLJŝƐƉƌŽƉŽƐĞĚĂŶĚĚĞƉŝĐƚĞĚďLJƚǁŽƐŵĂůůĞƌůĂŬĞƐ
ŽƌƐƚŽƌŵǁĂƚĞƌŵĂŶĂŐĞŵĞŶƚĨĞĂƚƵƌĞƐ͘dŚĞĞdžŝƐƚŝŶŐůĂŬĞůŽĐĂƚŝŽŶŝƐƉƌŽƉŽƐĞĚƚŽďĞĂĚũƵƐƚĞĚĂĐƌŽƐƐƚŚĞ
ĨƵůůǁŝĚƚŚŽĨƚŚĞƉĂƌĐĞů͛ƐĨƌŽŶƚĂŐĞĞdžĐĞƉƚĨŽƌƚŚĞƉƌŽũĞĐƚ͛ƐŝŶŐƌĞƐƐͬĞŐƌĞƐƐƌŽĂĚ͘dŚŝƐƌĞĐŽŶĨŝŐƵƌĂƚŝŽŶŝƐ
ƉĞƌŵŝƚƚĞĚďLJƚŚĞŐŽǀĞƌŶŝŶŐ&ŝŶĂů^ƚŝƉƵůĂƚĞĚ:ƵĚŐĞŵĞŶƚ͘dŚĞĚĞƐŝŐŶǁŝůůƐƵƉƉŽƌƚĂŵŝŶŝŵƵŵƐĞƚďĂĐŬŽĨ
ϮϱϬůĨĨƌŽŵŽůůŝĞƌŽƵůĞǀĂƌĚ͕ĂĐŽŵƉĂƌĂďůĞĚŝƐƚĂŶĐĞĞŶũŽLJĞĚďLJƚŚĞĂďƵƚƚŝŶŐ/ŶĚŝŐŽ>ĂŬĞƐWh͕ǁŚŝĐŚ
ƉƌŽǀŝĚĞƐĚĞƐŝƌĂďůĞǀĞŚŝĐƵůĂƌƐƚĂĐŬŝŶŐĨƌŽŵŽůůŝĞƌŽƵůĞǀĂƌĚ͕ĂƐǁĞůůĂƐĂǀŝƐƵĂůĂŶĚĚŝƐƚĂŶĐĞďƵĨĨĞƌĨƌŽŵ
ƚŚĞŝŵƉĂĐƚƐĨƌŽŵƚŚŝƐŵĂũŽƌƌŽĂĚǁĂLJ͘dŚĞƉƌŽũĞĐƚ͛ƐƌĞƋƵŝƌĞĚŽůůŝĞƌŽƵůĞǀĂƌĚ>dLJƉĞůĂŶĚƐĐĂƉĞ
ďƵĨĨĞƌŽĨϮϬĨĞĞƚǁŝĚƚŚŝƐƉƌŽƉŽƐĞĚƚŽďĞŝŶƚĞŐƌĂƚĞĚǁŝƚŚŝŶƚŚĞƐĞĨĞĂƚƵƌĞƐƚŽƐŽĨƚĞŶƚŚĞŝƌĞĚŐĞƐĂŶĚĨŽƌ
ǀŝƐƵĂůĞŶŚĂŶĐĞŵĞŶƚƚŽƚŚĞƉƌŽƉŽƐĞĚƌĞƐŝĚĞŶƚŝĂůĐŽŵŵƵŶŝƚLJ͘
^ŝƚĞWůĂŶ>ĂLJŽƵƚ͘dŚĞƉƌŽƉĞƌƚLJŚĂƐĂĚĞƉƚŚŽĨĂƉƉƌŽdžŝŵĂƚĞůLJϯ͘ϳƚŝŵĞƐŝƚƐǁŝĚƚŚĂŶĚŐŝǀĞŶŝƚƐůŝŵŝƚĞĚ
ǁŝĚƚŚŽĨϲϲϴцĨĞĞƚĂŶĚƚŚĞŶĞĞĚƚŽĂĐĐŽŵŵŽĚĂƚĞĚŝŵĞŶƐŝŽŶĂůƐƚĂŶĚĂƌĚƐĨŽƌƌŽĂĚƐ͕ůĂŬĞƐĂŶĚůŽƚƐ͕ƚŚĞ
ůŝŶĞĂƌ ĂƐƉĞĐƚ ŽĨ ƚŚĞ ƉƌŽƉĞƌƚLJ ŝƐ ƐƚƌŽŶŐůLJ ƌĞĨůĞĐƚĞĚ ŝŶ ŝƚƐĞĨĨŝĐŝĞŶƚůĂLJŽƵƚŐĞŽŵĞƚƌLJ͘dŚĞĚĞƉŝĐƚĞĚ
ĐŽŵďŝŶĞĚǁŝĚƚŚŽĨƚŚĞĞŶƚƌLJĚƌŝǀĞǁĂLJĂŶĚƉƌĞƐĞƌǀĞĂƚŽƉƉŽƐŝƚĞĞŶĚƐŽĨƚŚĞůŝŶĞĂƌƉĂƌĐĞůƌĞĚƵĐĞƚŚĞ
ǁŝĚƚŚƚŽůĞŶŐƚŚŵƵůƚŝƉůŝĞƌďLJĂƉƉƌŽdžŝŵĂƚĞůLJϮϱйƚŽϮ͘ϳƚŝŵĞƐŝƚƐǁŝĚƚŚ͘dŚĞWůĂŶĚĞƉŝĐƚƐĂůŽŽƉĞĚŝŶƚĞƌŶĂů
ĐŝƌĐƵůĂƚŝŽŶƌŽĂĚǁŝƚŚƐŝĚĞǁĂůŬƐ͕ǁŚŝĐŚĨĂĐŝůŝƚĂƚĞǀĞŚŝĐƵůĂƌĂŶĚƉĞĚĞƐƚƌŝĂŶĐŝƌĐƵůĂƚŝŽŶĂŶĚĞĨĨŝĐŝĞŶƚůĂLJŽƵƚ
ŽĨƵƚŝůŝƚŝĞƐ͘dǁŽŵŝŶŽƌ;ĂƉƉƌŽdžŝŵĂƚĞůLJϳϱĨĞĞƚŝŶůĞŶŐƚŚͿĚĞĂĚĞŶĚƌͬǁĞdžƚĞŶƐŝŽŶƐĂƌĞĚĞƉŝĐƚĞĚƚŽƉƌŽǀŝĚĞ
ĨƵůůĂĐĐĞƐƐƚŽƌĞƐŝĚĞŶƚŝĂůůŽƚƐƐŚŽƵůĚƚŚĞƉƌŽũĞĐƚŝŶĐůƵĚĞƐŝŶŐůĞĨĂŵŝůLJƌĞƐŝĚĞŶƚŝĂůůŽƚƐŝŶƚŚĞƐĞĂƌĞĂƐ͘
/ŶƚĞƌŶĂů>ĂŬĞ͘ƐŝŶŐƵůĂƌĐĞŶƚƌĂůŝnjĞĚůĂŬĞƚƌĂĐƚ;ĂƉƉƌŽdžŝŵĂƚĞůLJϮϬйŽĨƚŚĞŶĞƚĂĐƌĞĂŐĞĂĨƚĞƌĞdžĐůƵĚŝŶŐ
ƚŚĞƌĞĐŽŶĨŝŐƵƌĞĚĐŽƵŶƚLJĚƌĂŝŶĂŐĞĨĂĐŝůŝƚLJĂŶĚƉƌĞƐĞƌǀĞͿƉƌŽǀŝĚĞƐĂŶŝŶƚĞƌŶĂůŽƉĞŶƐƉĂĐĞĂŵĞŶŝƚLJĨŽƌƚŚĞ
ƌĞƐŝĚĞŶƚŝĂů ĐŽŵŵƵŶŝƚLJ ĂŶĚ ŝƐ ǁĞůů ƐŝnjĞĚ ĨŽƌ ŵĞĞƚŝŶŐ ƚŚĞ ƉƌŽũĞĐƚ͛Ɛ ƐƚŽƌŵ ǁĂƚĞƌ ŵĂŶĂŐĞŵĞŶƚ
ƌĞƋƵŝƌĞŵĞŶƚƐ͘
ƵĨĨĞƌƐ͘dŚĞǁĞƐƚĞƌŶƉƌŽƉĞƌƚLJůŝŶĞĂďƵƚƐƚŚĞƌĞĂƌLJĂƌĚƐŽĨƐŝŶŐůĞĨĂŵŝůLJƌĞƐŝĚĞŶĐĞƐǁŝƚŚŝŶƚŚĞ/ŶĚŝŐŽ
>ĂŬĞƐ ŶĞŝŐŚďŽƌŚŽŽĚ͘ dŚĞ ǁĞƐƚĞƌŶ ĞŶĚ ŽĨ ƚŚĞ ƉĂƌĐĞů ŝƐ ƉƌŽƉŽƐĞĚƚŽ ĂĐĐŽŵŵŽĚĂƚĞ ƚŚĞ ƉƌŽũĞĐƚ͛Ɛ
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ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
ƉƌĞƐĞƌǀĂƚŝŽŶƌĞƋƵŝƌĞŵĞŶƚŽĨϮ͘ϴϭĂĐƌĞƐǁŝƚŚĂŵŝŶŝŵƵŵǁŝĚƚŚŽĨϭϴϬůŝŶĞĂƌĨĞĞƚ͘dŚŝƐƉƌĞƐĞƌǀĞǁŝůů
ƐĂƚŝƐĨLJƚŚĞŽƚŚĞƌǁŝƐĞƌĞƋƵŝƌĞĚ>dLJƉĞďƵĨĨĞƌĨŽƌƐŝŶŐůĞĨĂŵŝůLJŽƌ>dLJƉĞĨŽƌƐŝŶŐůĞĨĂŵŝůLJ
ƌĞƐŝĚĞŶƚŝĂůŽƌ>dLJƉĞĨŽƌŵƵůƚŝͲĨĂŵŝůLJĚĞǀĞůŽƉŵĞŶƚ͘
dŚĞŶŽƌƚŚƉƌŽƉĞƌƚLJůŝŶĞĂďƵƚƐƚŚĞ/ŶĚŝŐŽ>ĂŬĞƐŶĞŝŐŚďŽƌŚŽŽĚ͘dŚĞĂďƵƚƚŝŶŐůĂŶĚƵƐĞŝƐĐŽŵƉƌŝƐĞĚŽĨ
;ǁĞƐƚƚŽĞĂƐƚͿŽŶĞĂŶĚƚǁŽͲƐƚŽƌLJƐŝŶŐůĞĨĂŵŝůLJŚŽŵĞƐ͕ƉƌĞƐĞƌǀĞ͕ĂŶĚƚŚĞŶƚŚĞƐŝŶŐƵůĂƌĞŶƚƌLJĚƌŝǀĞǁĂLJƚŽ
ƚŚĞĐŽŵŵƵŶŝƚLJ͘dŚĞƌĞƋƵŝƌĞĚϭϬ͛>dLJƉĞďƵĨĨĞƌƐŚĂůůďĞƉƌŽǀŝĚĞĚĨŽƌĂƐŝŶŐůĞĨĂŵŝůLJƌĞƐŝĚĞŶƚŝĂů
ĚĞǀĞůŽƉŵĞŶƚŽƌĂϭϱ͛>dLJƉĞĨŽƌĂŵƵůƚŝͲĨĂŵŝůLJƌĞƐŝĚĞŶƚŝĂůĚĞǀĞůŽƉŵĞŶƚ͘dŚĞ>dLJƉĞůĂŶĚƐĐĂƉĞ
ďƵĨĨĞƌƐƚĂŶĚĂƌĚŝƐĂŵŝŶŝŵƵŵŽĨϲĨĞĞƚŝŶŚĞŝŐŚƚ͕ϴϬƉĞƌĐĞŶƚŽƉĂƋƵĞǁŝƚŚŝŶŽŶĞLJĞĂƌĂŶĚƐŚĂůůŝŶĐůƵĚĞ
ŚĞĚŐĞŝŶƐƚĂůůĞĚǁŝƚŚƚĞŶŐĂůůŽŶƉůĂŶƚƐǁŚŝĐŚĂƌĞĨŽƵƌĨĞĞƚŝŶŚ ĞŝŐŚƚĂŶĚƚŚƌĞĞĨĞĞƚŝŶƐƉƌĞĂĚĂŶĚƐƉĂĐĞĚ
ĂŵĂdžŝŵƵŵŽĨĨŽƵƌĨĞĞƚŽŶĐĞŶƚĞƌĂƚŝŶƐƚĂůůĂƚŝŽŶ͘dƌĞĞƐƐŚĂůůďĞŝŶƐƚĂůůĞĚĂŶĚƐƉĂĐĞĚŶŽŵŽƌĞƚŚĂŶϮϱ
ĨĞĞƚŽŶĐĞŶƚĞƌ͘^ŚŽƵůĚƚŚĞŽŶƐŝƚĞĚĞǀĞůŽƉŵĞŶƚďĞŝŶƚŚĞĨŽƌŵŽĨƐŝŶŐůĞĨĂŵŝůLJĚĞǀĞůŽƉŵĞŶƚ͕ƚŚĞ
ĚĞǀĞůŽƉĞƌŚĂƐŵĂĚĞĂĐŽŵŵŝƚŵĞŶƚƚŽĞŶŚĂŶĐĞƚŚĞďƵĨĨĞƌǁŝƚŚŽƉĂƋ ƵĞŚĞĚŐĞƌĞƋƵŝƌĞŵĞŶƚĂƐƐƉĞĐŝĨŝĞĚ
ďLJƚŚĞ>ĨŽƌĂdLJƉĞƵĨĨĞƌ͘
dŚĞƐŽƵƚŚ ƉƌŽƉĞƌƚLJůŝŶĞĂďƵƚƐŵƵůƚŝͲĨĂŵŝůLJĚĞǀĞůŽƉŵĞŶƚĂŶĚĂƐƐŽĐŝĂƚĞĚĐŽŵƉŽŶĞŶƚƐŽĨŝŶƚĞƌŶĂůƌŽĂĚƐ͕
ƌĞĐƌĞĂƚŝŽŶĂůĂŵĞŶŝƚŝĞƐĂŶĚƐƚŽƌŵǁĂƚĞƌŵĂŶĂŐĞŵĞŶƚůĂŬĞƐ͘ϭϱĨƚǁŝĚĞ>dLJƉĞůĂŶĚƐĐĂƉĞďƵĨĨĞƌ
ŝƐƉƌŽƉŽƐĞĚĂůŽŶŐƚŚĞĞŶƚŝƌĞƉƌŽƉĞƌƚLJůŝŶĞĞdžĐĞƉƚĨŽƌƚŚĞůĞŶŐƚŚŽĨƉƌĞƐĞƌǀĞůŽĐĂƚĞĚĂƚƚŚĞǁĞƐƚĞƌŶĞŶĚ
ŽĨƚŚĞƉƌŽũĞĐƚ͘
dŚĞĞĂƐƚƉƌŽƉĞƌƚLJůŝŶĞĂďƵƚƐƚŚĞƌŝŐŚƚͲŽĨͲǁĂLJĨŽƌƚŚĞŵĞĚŝĂŶĞŶŚĂŶĐĞĚŽůůŝĞƌŽƵůĞǀĂƌĚĂŶĚƚŚĞ
ƉĂƌĂůůĞůĚƌĂŝŶĂŐĞĐĂŶĂůƚŽŝƚƐĞĂƐƚ͘ džĐĞƉƚĨŽƌƚŚĞŝŶŐƌĞƐƐʹĞŐƌĞƐƐƚŽƚŚĞƉƌŽũĞĐƚ͕ĂϮϬĨŽŽƚǁŝĚĞ>
dLJƉĞůĂŶĚƐĐĂƉĞďƵĨĨĞƌŝƐƌĞƋƵŝƌĞĚ͘dŚŝƐǁŝĚƚŚĂŶĚĂƐƐŽĐŝĂƚĞĚƚƌĞĞĂŶĚƐŚƌƵďƌĞƋƵŝƌĞŵĞŶƚƐŚĂůůďĞ
ŝŶƚĞŐƌĂƚĞĚǁŝƚŚŝŶƚŚĞĨƌŽŶƚĂŐĞůĂŬĞƚƌĂĐƚƐ͕ǁŚŝĐŚĐĂŶďĞƵƚŝůŝnjĞĚƚŽƐŽĨƚĞŶƚŚĞůĂŬĞĨŽƌŵƐĂŶĚĨŽƌǀŝƐƵĂů
ĞŶŚĂŶĐĞŵĞŶƚ͘
sĞŚŝĐƵůĂƌĐĐĞƐƐĂŶĚWĞĚĞƐƚƌŝĂŶĐĐĞƐƐ͘dŚĞƉƌŽũĞĐƚƉƌŽƉŽƐĞƐĂƐŝŶŐƵůĂƌƌŝŐŚƚͲŝŶͬƌŝŐŚƚͲŽƵƚĚƌŝǀĞǁĂLJ
ĐĞŶƚĞƌĞĚĂƉƉƌŽdžŝŵĂƚĞůLJϯϵϳůĨƐŽƵƚŚŽĨƚŚĞƉĂƌĐĞů͛ƐŶŽƌƚŚƉƌŽƉĞƌƚLJůŝŶĞ͘EŽŵĞĚŝĂŶĐƵƚŝƐƉƌŽƉŽƐĞĚ͘dŚĞ
ƌĞƋƵŝƌĞĚƚƵƌŶůĂŶĞŝƐƚŽďĞĚĞƐŝŐŶĞĚ͕ƉĞƌŵŝƚƚĞĚĂŶĚĐŽŶƐƚƌƵĐƚĞĚďLJƚŚĞŽƵŶƚLJǁŝƚŚĂŵŝŶŝŵƵŵůĞŶŐƚŚ
ŽĨϮϱϬůĨĂŶĚĂĐĂƉĂĐŝƚLJŽĨƵƉƚŽϮϳϯƌĞƐŝĚĞŶƚŝĂůƵŶŝƚƐǁŚŝĐŚǁĂƐďĂƐĞĚŽŶϳƵŶŝƚƐƉĞƌĂĐƌĞĂŶĚƚŚĞƉƌŝŽƌ
ƉĂƌĐĞůĂĐƌĞĂŐĞŽĨϯϵĂĐƌĞƐ͘dŚĞZWhŝƐƉƌŽƉŽƐŝŶŐĂŶŝŶƚĞŶƐŝƚLJŽĨϮϮϵƌĞƐŝĚĞŶƚŝĂůƵŶŝƚƐŽƌĂƉƉƌŽdžŝŵĂƚĞůLJ
ϭϲйůĞƐƐƚŚĂŶƚŚĞŵĂdžŝŵƵŵĚĞƐŝŐŶĐĂƉĂĐŝƚLJĐŽŵŵŝƚŵĞŶƚ͘
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ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
/ŶƚĞƌĐŽŶŶĞĐƚŝŽŶ ǁŝƚŚ ƚŚĞ ĂďƵƚƚŝŶŐ ĚĞǀĞůŽƉŵĞŶƚƐ ǁĂƐ ĞǀĂůƵĂƚĞĚ ĂŶĚ ŝŶǀĞƐƚŝŐĂƚĞĚ͘ dŚĞ ĂďƵƚƚŝŶŐ
ĚĞǀĞůŽƉŵĞŶƚƐĂƌĞĨƵůůLJĚĞǀĞůŽƉĞĚĂŶĚĚŝĚŶŽƚƉƌŽǀŝĚĞĨŽƌƚŚĞŽƉƉŽƌƚƵŶŝƚLJĨŽƌŝŶƚĞƌĐŽŶŶĞĐƚŝŽŶĨƌŽŵƚŚĞ
ƐƵďũĞĐƚƉƌŽƉĞƌƚLJƚŽĂŶĚŽǀĞƌƚŚĞŝƌƉƌŝǀĂƚĞƌŽĂĚǁĂLJƐĂŶĚĚƌŝǀĞǁĂLJƐ͘ĚĚŝƚŝŽŶĂůůLJ͕ŝŶƚĞƌŶĂůƌŽĂĚǁĂLJƐͬ
ĚƌŝǀĞǁĂLJƐǁŝƚŚŝŶƚŚĞZƵƐŚƚŽŶWŽŝŶƚĞZWhĂƌĞƉƌŽƉŽƐĞĚƚŽďĞƉƌŝǀĂƚĞ͘ŐĂƚĞĚĞŶƚƌLJĨĞĂƚƵƌĞŵĂLJďĞ
ĚĞƐŝŐŶĞĚ͕ƉĞƌŵŝƚƚĞĚĂŶĚĐŽŶƐƚƌƵĐƚĞĚĂƐĂŶŝŶƚĞŐƌĂůĞůĞŵĞŶƚŽĨƚŚĞĚƌŝǀĞǁĂLJĐŽŶŶĞĐƚŝŽŶĨƌŽŵŽůůŝĞƌ
ŽƵůĞǀĂƌĚ͕ƉƌŽǀŝĚĞĚƚŚĂƚŝƚŵĂŝŶƚĂŝŶƐƚŚĞ>ƌĞƋƵŝƌĞĚŵŝŶŝŵƵŵƐĞƚďĂĐŬĨƌŽŵƚŚĞƉƵďůŝĐƌŝŐŚƚͲŽĨͲǁĂLJ͘
ŽŵƉĂƚŝďŝůŝƚLJ͘ZƵƐŚƚŽŶWŽŝŶƚĞZWhŝƐĐŽŵƉĂƚŝďůĞǁŝƚŚĂďƵƚƚŝŶŐĚĞǀĞůŽƉŵĞŶƚƚŚƌŽƵŐŚŝƚƐƌĞƐŝĚĞŶƚŝĂů
ůĂŶĚƵƐĞ͕ƚŚĞƐŝƚĞůĂLJŽƵƚŽĨŝƚƐŵĂƐƚĞƌĐŽŶĐĞƉƚƉůĂŶĂŶĚƚŚĞŝŶĐŽƌƉŽƌĂƚŝŽŶŽĨŽƵŶƚLJ>ůĂŶĚƐĐĂƉĞ
ďƵĨĨĞƌƐǁŚŝĐŚǁĞƌĞƐƉĞĐŝĨŝĐĂůůLJĚĞƐŝŐŶĞĚƚŽŵŝƚŝŐĂƚĞŝŵƉĂĐƚƐďĞƚǁĞĞŶƐŝŵŝůĂƌĂŶĚĚŝĨĨĞƌĞŶƚůĂŶĚƵƐĞƐ͘
ĚĚŝƚŝŽŶĂůůLJ͕ ĚĞǀĞůŽƉŵĞŶƚ ƐƚĂŶĚĂƌĚƐ ǁŚŝĐŚ ŝŶĐŽƌƉŽƌĂƚĞ ĐŽŵƉĂƚŝďůĞ ƐĞƚďĂĐŬƐ ĂŶĚ ůŝŵŝƚĂƚŝŽŶ ŽŶ ƚŚĞ
ŶƵŵďĞƌŽĨƐƚŽƌŝĞƐŶŽŐƌĞĂƚĞƌƚŚĂŶĂďƵƚƚŝŶŐĚĞǀĞůŽƉŵĞŶƚĂŶĚĂƐƐŽĐŝĂƚĞĚƌĞƐƚƌŝĐƚŝŽŶƐŽĨŚĞŝŐŚƚĂƐƐƵƌĞ
ĐŽŵƉĂƚŝďŝůŝƚLJ͘dŚĞƐŝƚĞůĂLJŽƵƚƐĞŶƐŝƚŝǀĞůLJůŽĐĂƚĞƐĂƌŽĂĚǁĂLJĂůŽŶŐƚŚĞƐŽƵƚŚƉƌŽƉĞƌƚLJůŝŶĞǁŚŝĐŚĂďƵƚƐ
ŵƵůƚŝͲĨĂŵŝůLJĚĞǀĞůŽƉŵĞŶƚƚŚĞƌĞďLJƉƌŽǀŝĚŝŶŐĂƌĞĂƐŽŶĂďůĞƚƌĂŶƐŝƚŝŽŶďĞƚǁĞĞŶĞŝƚŚĞƌŵƵůƚŝͲĨĂŵŝůLJŽƌ
ƐŝŶŐůĞĨĂŵŝůLJĚĞǀĞůŽƉŵĞŶƚŽĨƚŚĞƐƵďũĞĐƚƉĂƌĐĞů͘ŶĚƚŚĞƉƌŽũĞĐƚŝŶĐŽƌƉŽƌĂƚĞƐĂϭϬĨƚǁŝĚĞďƵĨĨĞƌǁŝƚŚ
dLJƉĞůĂŶĚƐĐĂƉĞďƵĨĨĞƌƌĞƋƵŝƌĞŵĞŶƚƐĂůŽŶŐŝƚƐŶŽƌƚŚƉƌŽƉĞƌƚLJůŝŶĞĂŶĚĂƌĞƐƚƌŝĐƚŝŽŶŽĨƚǁŽͲƐƚŽƌŝĞƐŽŶ
ƚŚĞ ŵƵůƚŝͲĨĂŵŝůLJ Žƌ ƐŝŶŐůĞ ĨĂŵŝůLJ ĚĞǀĞůŽƉŵĞŶƚ ŽĨ ƚŚĞ ƌĞƐŝĚĞŶƚŝĂů ƚƌĂĐƚǁŚŝĐŚ ƉƌŽǀŝĚĞ Ă ĐŽŵƉĂƚŝďůĞ
ƚƌĂŶƐŝƚŝŽŶĨƌŽŵƚŚĞĂďƵƚƚŝŶŐƐŝŶŐůĞĨĂŵŝůLJĚĞǀĞůŽƉŵĞŶƚ͘dŚĞĚĞǀĞůŽƉŵĞŶƚƐƚĂŶĚĂƌĚƐŽĨƚŚĞZWh
ĂĚĚŝƚŝŽŶĂůůLJƉƌŽŚŝďŝƚƚŚĞůŽĐĂƚŝŽŶŽĨĂŶLJƌĞĐƌĞĂƚŝŽŶĂůŽƌĐŽŵŵŽŶĨĂĐŝůŝƚLJǁŝƚŚŝŶϭϮϱĨĞĞƚŽĨƚŚĞŶŽƌƚŚ
ƉƌŽƉĞƌƚLJůŝŶĞ͘
'ƌŽǁƚŚDĂŶĂŐĞŵĞŶƚWůĂŶ͘dŚĞƐƵďũĞĐƚƉƌŽƉĞƌƚLJŚĂƐĂ'ƌŽǁƚŚDĂŶĂŐĞŵĞŶƚWůĂŶ>ĂŶĚhƐĞĞƐŝŐŶĂƚŝŽŶ
ŽĨDŝdžĞĚhƐĞŝƐƚƌŝĐƚ͕hƌďĂŶZĞƐŝĚĞŶƚŝĂů^ƵďĚŝƐƚƌŝĐƚĂŶĚŝƐĨƵůůLJůŽĐĂƚĞĚǁŝƚŚƚŚĞŽŶĞͲŵŝůĞĚĞŶƐŝƚLJďĂŶĚ
ŽĨƚŚĞĂĐƚŝǀŝƚLJĐĞŶƚĞƌĐĞŶƚĞƌĞĚĂƚƚŚĞŝŶƚĞƌƐĞĐƚŝŽŶŽĨ/ŵŵŽŬĂůĞĞZŽĂĚĂŶĚŽůůŝĞƌŽƵůĞǀĂƌĚ͘dŚĞ
^ƵďĚŝƐƚƌŝĐƚƐƵƉƉŽƌƚƐĂďĂƐĞĚĞŶƐŝƚLJŽƉƉŽƌƚƵŶŝƚLJŽĨƵƉƚŽϰƵŶŝƚƐƉĞƌĂĐƌĞĂŶĚĂďŽŶƵƐĚĞŶƐŝƚLJďĂŶĚ
ŝŶƚĞŶƐŝƚLJŽĨƵƉƚŽϯĂĚĚŝƚŝŽŶĂůƌĞƐŝĚĞŶƚŝĂůƵŶŝƚƐĨŽƌĂŵĂdžŝŵƵŵ ŐƌŽƐƐŝŶƚĞŶƐŝƚLJŽĨϳƵŶŝƚƐĞƋƵĂůƚŽ;ϯϴ͘ϭdž
ϳͿϮϲϳƵŶŝƚƐ͘dŚĞZƵƐŚƚŽŶWŽŝŶƚĞZWhƉƌŽƉŽƐĞƐĂŶŝŶƚĞŶƐŝƚLJŽĨϲƵŶŝƚƐƉĞƌĂĐƌĞĞƋƵĂůƚŽ;ϯϴ͘ϭdžϲͿϮϮϵ
ƵŶŝƚƐ͘
dŚĞƉĂƌĐĞůŝƐůŽĐĂƚĞĚŝŶĂƌĞƐŝĚĞŶƚŝĂůĐŽƌƌŝĚŽƌĂŶĐŚŽƌĞĚďLJǁĞůůͲĞƐƚĂďůŝƐŚĞĚĐŽŵŵĞƌĐŝĂůĐĞŶƚĞƌƐĂŶĚŝƐ
ĞĨĨĞĐƚŝǀĞůLJĂŶŝŶĨŝůůƉĂƌĐĞůƐƵƌƌŽƵŶĚĞĚďLJĞdžŝƐƚŝŶŐƌĞƐŝĚĞŶƚŝĂůĚĞǀĞůŽƉŵĞŶƚ͘dŚĞƉƌŽƉŽƐĞĚƌĞƐŝĚĞŶƚŝĂůWh
ŝƐĐŽŵƉĂƚŝďůĞǁŝƚŚĂďƵƚƚŝŶŐĚĞǀĞůŽƉŵĞŶƚƚŚƌŽƵŐŚƚŚĞƐŝƚĞĚĞƐŝŐŶƉƌŽƉŽƐĞĚďLJŝƚƐDĂƐƚĞƌŽŶĐĞƉƚWůĂŶ
ŝŶĐůƵƐŝǀĞŽĨƐƚƌĂƚĞŐŝĐĂůůLJůŽĐĂƚĞĚƉƌĞƐĞƌǀĞƐ͕ďƵĨĨĞƌƐĂŶĚŝŶƚĞƌŶĂůƌŽĂĚǁĂLJƐ͘
Page 214
W>EE/E' s >KWD Ed/EKZWKZd
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
dŚĞĚĞǀĞůŽƉŵĞŶƚŽĨƚŚŝƐƉƌŽƉĞƌƚLJƌĞƉƌĞƐĞŶƚƐĂŶĞĨĨŝĐŝĞŶƚƵƐĞŽĨĞdžŝƐƚŝŶŐƉƵďůŝĐŝŶĨƌĂƐƚƌƵĐƚƵƌĞŝŶĐůƵĚŝŶŐ
ďƵƚŶŽƚůŝŵŝƚĞĚƚŽƌŽĂĚǁĂLJƐĂŶĚƵƚŝůŝƚŝĞƐǁŚŝĐŚŚĂǀĞĞdžŝƐƚŝŶŐĐĂƉĂĐŝƚLJƚŽƐĞƌǀĞƚŚĞƐƵďũĞĐƚƉƌŽƉĞƌƚLJ
ǁŝƚŚŽƵƚĞdžƚĞŶƐŝŽŶƐ͘
ĞǀŝĂƚŝŽŶƐ͘dŚĞZƵƐŚƚŽŶWŽŝŶƚĞZWhƉƌŽƉŽƐĞƐƚŚƌĞĞ;ϯͿĚĞǀŝĂƚŝŽŶƐĨƌŽŵƚŚĞŽůůŝĞƌŽƵŶƚLJ>ĂŶĚ
ĞǀĞůŽƉŵĞŶƚŽĚĞ͘
ĞǀŝĂƚŝŽŶηϭŝƐĨŽƌĂƌĞĚƵĐĞĚŝŶƚĞƌŝŽƌƌŽĂĚǁĂLJƌŝŐŚƚͲŽĨͲǁĂLJǁŝĚƚŚĨƌŽŵƚŚĞ>ƐƚĂŶĚĂƌĚŽĨϲϬĨƚƚŽĂ
ƉƌŽƉŽƐĞĚϰϮĨƚƌŝŐŚƚͲŽĨͲǁĂLJǁŚŝĐŚƉƌŽǀŝĚĞƐĨŽƌĨůĞdžŝďŝůŝƚLJŐŝǀĞŶƚŚĞƌĞƐƚƌŝĐƚŝǀĞǁŝĚƚŚŽĨƚŚĞůŝŶĞĂƌƉĂƌĐĞů
ǁŚŝůĞŵĂŝŶƚĂŝŶŝŶŐĂĐĐĞƉƚĞĚŝŶĨƌĂƐƚƌƵĐƚƵƌĞƐƚĂŶĚĂƌĚƐƉĂĐŝŶŐǁŝƚŚŝŶƚŚĞƉƌŝǀĂƚĞƐƵďĚŝǀŝƐŝŽŶ͘
ĞǀŝĂƚŝŽŶηϮŝƐĨŽƌůŝŵŝƚĞĚĚĞĂĚĞŶĚĐŽŶĚŝƚŝŽŶƐŽĨůĞƐƐƚŚĂŶϭϬϬůĨŝŶƚǁŽůŽĐĂƚŝŽŶƐĂƐŝĚĞŶƚŝĨŝĞĚŽŶƚŚĞ
ZWhDĂƐƚĞƌŽŶĐĞƉƚWůĂŶ͘dŚĞĚĞǀŝĂƚŝŽŶƉĞƌŵŝƚƐƚŚĞĞĨĨŝĐŝĞŶƚůĂLJŽƵƚŽĨƐƵďĚŝǀŝƐŝŽŶǁŚŝĐŚŝƐŽƚŚĞƌǁŝƐĞ
ĚĞƐŝŐŶĞĚĂƐĂůŽŽƉĞĚůĂLJŽƵƚ͘
ĞǀŝĂƚŝŽŶηϯŝƐĨŽƌƌĞůŝĞĨĨƌŽŵƉƌŽǀŝĚŝŶŐĂƐŝĚĞǁĂůŬĂůŽŶŐƚŚĞƐŽƵƚŚƐŝĚĞŽĨĂƌŽĂĚǁĂLJĂďƵƚƚŝŶŐƚŚĞƐŽƵƚŚ
ƉƌŽƉĞƌƚLJůŝŶĞʹƚŚĞƌŽĂĚǁĂLJĚŽĞƐŶŽƚƐƵƉƉŽƌƚƌĞƐŝĚĞŶƚŝĂůĂůŽŶŐŝƚƐƐŽƵƚŚƐŝĚĞ͘dŚĞƌĞůŝĞĨǁŝůůƉĞƌŵŝƚ
ƌĞĂůůŽĐĂƚŝŽŶŽĨƌĞƐŽƵƌĐĞƐĂŶĚĞŶŚĂŶĐĞĚůĂŶĚƐĐĂƉĞĚŽƉĞŶƐƉĂĐĞ͘
ŶĚŽĨEĂƌƌĂƚŝǀĞ͘
hƉŽŶLJŽƵƌƌĞĐĞŝƉƚĂŶĚƌĞǀŝĞǁŽĨƚŚĞĂƉƉůŝĐĂƚŝŽŶĨŽƌZƵƐŚƚŽŶWŽŝŶƚĞZWh͕ŝƚƐĂƐƐŽĐŝĂƚĞĚĞdžŚŝďŝƚƐĂŶĚ
ƚŚŝƐĐŽǀĞƌůĞƚƚĞƌŶĂƌƌĂƚŝǀĞ͕ƐŚŽƵůĚLJŽƵŚĂǀĞĂŶLJĨŽůůŽǁͲƵƉƋƵĞƐƚŝŽŶƐŽƌĐŽŵŵĞŶƚƐ͕ƉůĞĂƐĞĚŽŶŽƚŚĞƐŝƚĂƚĞ
ƚŽĐŽŶƚĂĐƚŵĞĚŝƌĞĐƚůLJ͘dŚĂŶŬLJŽƵŝŶĂĚǀĂŶĐĞĨŽƌLJŽƵƚŝŵĞĂŶĚĂƚƚĞŶƚŝŽŶƚŽƚŚĞƉƌŽĐĞƐƐŝŶŐŽĨƚŚŝƐ
ĂƉƉůŝĐĂƚŝŽŶ͕ŝƚŝƐŵŽƐƚĂƉƉƌĞĐŝĂƚĞĚ͘tĞůŽŽŬĨŽƌǁĂƌĚƚŽǁŽƌŬŝŶŐǁŝƚŚLJŽƵĂŶĚŽƚŚĞƌŵĞŵďĞƌƐŽĨƚŚĞ
ŽƵŶƚLJƌĞǀŝĞǁŝŶŐ^ƚĂĨĨŝŶƚŚĞƐƵĐĐĞƐƐĨƵůƉƌŽĐĞƐƐŝŶŐŽĨƚŚŝƐĂƉƉůŝĐĂƚŝŽŶ͘
ZĞŐĂƌĚƐ͕
W>EE/E' s >KWD Ed/E͘
DŝĐŚĂĞůZ&ĞƌŶĂŶĚĞnjZ/W
ƌĐŚŝƚĞĐƚʹWƌĞƐŝĚĞŶƚ
W>EE/E' s >KWD Ed/E
Dŝ Ś ů Z&Ě Z /W
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&ƌŽŵ͗ĞůůŽǁƐZĂLJŵĂŝůƚŽ͗ZĂLJĞůůŽǁƐΛĐŽůůŝĞƌŐŽǀ͘ŶĞƚ
^ĞŶƚ͗tĞĚŶĞƐĚĂLJ͕^ĞƉƚĞŵďĞƌϮϴ͕ϮϬϭϲϲ͗ϭϯWD
dŽ͗ŵŝĐŚĂĞůĨĞƌŶĂŶĚĞnjфŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵх
Đ͗'ƵŶĚůĂĐŚEĂŶĐLJфEĂŶĐLJ'ƵŶĚůĂĐŚΛĐŽůůŝĞƌŐŽǀ͘ŶĞƚх͖ƌĞƚŚĂƵĞƌWĂƵůĂфWĂƵůĂƌĞƚŚĂƵĞƌΛĐŽůůŝĞƌŐŽǀ͘ŶĞƚх
^ƵďũĞĐƚ͗Z ͗'ŚĂŚƌĂŵĂŶŝZWhͲĨŽůůŽǁͲƵƉ
Hi Michael,
Even though the Collier County Fee Code requires a new pre-application meeting after
nine months from the last pre-app meeting, the application of this provision allows the
meeting to be waived if there are no significant changes made since the meeting was held.
However, the applicable $500.00 fee shall not be credited towards the application fee at
the time of submittal so the full application fee is required. In regards to your second
question, Nancy will still be the assigned Principal Planner for this project.
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Please let me know if I can be of any other assistance.
Ray
Raymond V. Bellows, Zoning Manager
Zoning Division - Growth Management Department
Telephone: 239.252.2463; Fax: 239.252.6350
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ĂŶĚƐƵďŵŝƚƚŚĞƌĞĂĨƚĞƌŝŶĂƚŝŵĞůLJŵĂŶŶĞƌ͘
/ĂŵĂƐƐƵŵŝŶŐǁĞǁŝůůďĞƉƌĞƉĂƌĞĚƚŽƐƵďŵŝƚƉƌŝŽƌƚŽƚŚĞĞŶĚŽĨKĐƚŽďĞƌ͘
dŚĂŶŬLJŽƵ͘
Michael
Michael R. Fernandez, AICP RA
Architect / President
Page 216
PLANNING DEVELOPMENT INCORPORATED
Development Consultants, Architects, Engineers, Planners and Landscape Architects
145 Central Avenue, Naples, Florida 34102
(239) 263.6934; (877) 263-0535 fax
mfernandez@planningdevelopmentinc.com
State of Florida Corporate Certification of Authorization No’s:
Architecture AA26002158 Engineering CA No.8450
Landscape Architecture License No. LC0000378
&ƌŽŵ͗ŵŝĐŚĂĞůĨĞƌŶĂŶĚĞnjŵĂŝůƚŽ͗ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ
^ĞŶƚ͗tĞĚŶĞƐĚĂLJ͕^ĞƉƚĞŵďĞƌϮϴ͕ϮϬϭϲϭϭ͗ϭϭD
dŽ͗ZĂLJĞůůŽǁƐ;ƌĂLJďĞůůŽǁƐΛĐŽůůŝĞƌŐŽǀ͘ŶĞƚͿфƌĂLJďĞůůŽǁƐΛĐŽůůŝĞƌŐŽǀ͘ŶĞƚх
^ƵďũĞĐƚ͗&t͗'ŚĂŚƌĂŵĂŶŝZWhͲĨŽůůŽǁͲƵƉ
'ŽŽĚŵŽƌŶŝŶŐZĂLJ͕
^ĞĞďĞůŽǁĂŶĚĂƚƚĂĐŚĞĚŵĞŵŽǁŝƚŚĞŵĂŝůĨƌŽŵEĂŶĐLJ'͘
dŚĂŶŬƐŝŶĂĚǀĂŶĐĞĨŽƌLJŽƵƌƚŝŵĞĂŶĚŐƵŝĚĂŶĐĞŽŶƚŚŝƐ͘
/ǁŝůůůŽŽŬĨŽƌǁĂƌĚƚŽŚĞĂƌŝŶŐĨƌŽŵLJŽƵ͘
ZĞŐĂƌĚƐ͕
Michael
Michael R. Fernandez, AICP RA
Architect / President
PLANNING DEVELOPMENT INCORPORATED
Development Consultants, Architects, Engineers, Planners and Landscape Architects
145 Central Avenue, Naples, Florida 34102
(239) 263.6934; (877) 263-0535 fax
mfernandez@planningdevelopmentinc.com
State of Florida Corporate Certification of Authorization No’s:
Architecture AA26002158 Engineering CA No.8450
Landscape Architecture License No. LC0000378
&ƌŽŵ͗ŵŝĐŚĂĞůĨĞƌŶĂŶĚĞnjŵĂŝůƚŽ͗ŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ
^ĞŶƚ͗tĞĚŶĞƐĚĂLJ͕^ĞƉƚĞŵďĞƌϮϴ͕ϮϬϭϲϵ͗ϱϵD
dŽ͗Ζ'ƵŶĚůĂĐŚEĂŶĐLJΖфEĂŶĐLJ'ƵŶĚůĂĐŚΛĐŽůůŝĞƌŐŽǀ͘ŶĞƚх
^ƵďũĞĐƚ͗'ŚĂŚƌĂŵĂŶŝZWhͲĨŽůůŽǁͲƵƉ
'ŽŽĚŵŽƌŶŝŶŐEĂŶĐLJ͕
Page 217
dƌƵƐƚƚŚŝƐĐŽƌƌĞƐƉŽŶĚĞŶĐĞĨŝŶĚƐLJŽƵǁĞůů͘
/Ŷ&ĞďƌƵĂƌLJϮϬϭϱǁĞŚĞůĚĂƉƌĞͲĂƉƉůŝĐĂƚŝŽŶŵĞĞƚŝŶŐĨŽƌƚŚĞƉƌŽƉŽƐĞĚ'ŚĂŚƌĂŵĂŶŝZWh͖ĐŽƉLJĂƚƚĂĐŚĞĚ͘
,ŽǁĞǀĞƌ͕ĂŶĂƉƉůŝĐĂƚŝŽŶǁĂƐŶŽƚŵĂĚĞ͕ŝŶƉĂƌƚĚƵĞƚŚĞĚĞĂƚŚŽĨŽŶĞŽĨƚŚĞŽǁŶĞƌƐ͘
dŚĞŽǁŶĞƌƐŚĂǀĞƌĞƋƵĞƐƚĞĚƚŚĂƚǁĞŵĂŬĞĂŶŝŶƋƵŝƌLJŝŶƌĞŐĂƌĚƚŽƚŚĞŶĞĞĚĨŽƌŽƌǁĂŝǀĞƌŽĨĂŶĞǁƉƌĞͲĂƉƉůŝĐĂƚŝŽŶ
ŵĞĞƚŝŶŐ͘
dŚĞƐĐŽƉĞŽĨƚŚĞƌĞnjŽŶĞƌĞŵĂŝŶƐƚŚĞƐĂŵĞĂƐƌĞƉƌĞƐĞŶƚĞĚĂƚƚŚĞƉƌŝŽƌƉƌĞͲĂƉƉůŝĐĂƚŝŽŶ͘
dŚĞƐŝŶŐƵůĂƌƐŝŐŶŝĨŝĐĂŶƚĐŚĂŶŐĞƌĞůĂƚŝǀĞƚŽƚŚĞĂƉƉůŝĐĂƚŝŽŶŝƐƚŚĞŝƐƐƵĂŶĐĞŽĨĨŽƌŵĂůǁĞƚůĂŶĚĚĞƚĞƌŵŝŶĂƚŝŽŶďLJƚŚĞ
^&tD;ĂƚƚĂĐŚĞĚͿŽŶϰͲϮϵͲϭϲ͘
WůĞĂƐĞĂĚǀŝƐĞŝĨĂŶĞǁƉƌĞͲĂƉƉůŝĐĂƚŝŽŶŵĞĞƚŝŶŐŝƐƐƵŐŐĞƐƚĞĚͬƌĞƋƵŝƌĞĚĂŶĚŝĨLJŽƵǁŝůůƐƚŝůůďĞƚŚĞĂƐƐŝŐŶĞĚůĞĂĚWůĂŶŶĞƌ͘/Ĩ
LJŽƵĂƌĞŶŽƚƚŽďĞƚŚĞĂƐƐŝŐŶĞĚůĞĂĚƉůĂŶŶĞƌ͕ƚŚĞŶƉĞƌŚĂƉƐƚŚĞŶĞǁĂƐƐŝŐŶĞĚƉůĂŶŶĞƌǁŽƵůĚďĞŶĞĨŝƚĨƌŽŵĂŶĞǁƉƌĞͲ
ĂƉƉůŝĐĂƚŝŽŶŵĞĞƚŝŶŐ͘ZĞŐĂƌĚůĞƐƐ͕/ŚĂǀĞĂƐƐƵŵĞĚƚŚĂƚƚŚĞƉƌĞͲĂƉƉůŝĐĂƚŝŽŶĨĞĞĐƌĞĚŝƚŝƐŶŽƚĂƉƉůŝĐĂďůĞĚƵĞƚŽƚŝŵĞƉĞƌŝŽĚ
ƉĂƐƚ͘
/ǁŝůůůŽŽŬĨŽƌǁĂƌĚƚŽŚĞĂƌŝŶŐĨƌŽŵLJŽƵ͘
ZĞŐĂƌĚƐ͕
Michael
Michael R. Fernandez, AICP RA
Architect / President
PLANNING DEVELOPMENT INCORPORATED
Development Consultants, Architects, Engineers, Planners and Landscape Architects
145 Central Avenue, Naples, Florida 34102
(239) 263.6934; (877) 263-0535 fax
mfernandez@planningdevelopmentinc.com
State of Florida Corporate Certification of Authorization No’s:
Architecture AA26002158 Engineering CA No.8450
Landscape Architecture License No. LC0000378
8QGHU)ORULGD/DZHPDLODGGUHVVHVDUHSXEOLFUHFRUGV,I\RXGRQRWZDQW\RXUHPDLODGGUHVVUHOHDVHGLQUHVSRQVHWRDSXEOLFUHFRUGVUHTXHVWGRQRWVHQG
HOHFWURQLFPDLOWRWKLVHQWLW\,QVWHDGFRQWDFWWKLVRIILFHE\WHOHSKRQHRULQZULWLQJ
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Page 219Collier BoulevardTree Farm RoadOakridge Middle SchoolPreserve /Crystal Lakes RV ResortIndigo Lakespreservelakepreserverecrec2storyMulti-family2storyMulti-familySingle Family Residential38.1 AC WEST LAKE RPUD(668' x 2482') / 1" = 540 LF(P) preserve - (R) residential tracts - (L) lake tracts - internal circulation depicted on plan2 story maximum; 6 units per gross acre = 229 maximum residential unitsPLANNING DEVELOPMENT INC.ARCHITECTS - PLANNERS - ENGINEERSNaples, Florida (239) 263-69347-27-17 -mfernandez@planningdevelopmentinc.comlakeRPUD MASTER PLAN LOCATION AND CONTEXT GRAPHIC
W>EE/E' s >KWD Ed/EKZWKZd
ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
ZƵƐŚƚŽŶWŽŝŶƚĞZWh
W>ϮϬϭϱϬϬϬϬϯϬϲ
ƉƉůŝĐĂƚŝŽŶĨŽƌWƵďůŝĐ,ĞĂƌŝŶŐ
ĨŽƌZĞƐŝĚĞŶƚŝĂůWůĂŶŶĞĚhŶŝƚĞǀĞůŽƉŵĞŶƚWhZĞnjŽŶĞ
ZWh s>hd/KEZ/d Z/ͲE>z^/^
WƵƌƐƵĂŶƚƚŽ>ƐƵďƐĞĐƚŝŽŶƐϭϬ͘ϬϮ͘ϭϯ͕ϭϬ͘ϬϮ͘Ϭϴ&ĂŶĚŚĂƉƚĞƌϯ'͘ŽĨƚŚĞĚŵŝŶŝƐƚƌĂƚŝǀĞŽĚĞ͕ƐƚĂĨĨ͛Ɛ
ĂŶĂůLJƐŝƐ ĂŶĚ ƌĞĐŽŵŵĞŶĚĂƚŝŽŶ ƚŽ ƚŚĞ WůĂŶŶŝŶŐ ŽŵŵŝƐƐŝŽŶ͕ ĂŶĚ ƚŚĞ WůĂŶŶŝŶŐ ŽŵŵŝƐƐŝŽŶ͛Ɛ
ƌĞĐŽŵŵĞŶĚĂƚŝŽŶ ƚŽ ƚŚĞ ŽĂƌĚ ŽĨ ŽƵŶƚLJ ŽŵŵŝƐƐŝŽŶĞƌƐ ƐŚĂůů ďĞ ďĂƐĞĚ ƵƉŽŶ ĐŽŶƐŝĚĞƌĂƚŝŽŶ ŽĨ ƚŚĞ
ĂƉƉůŝĐĂďůĞ ĐƌŝƚĞƌŝĂ͘KŶ Ă ƐĞƉĂƌĂƚĞ ƐŚĞĞƚ ĂƚƚĂĐŚĞĚ ƚŽ ƚŚĞ ĂƉƉůŝĐĂƚŝŽŶ͕ ƉƌŽǀŝĚĞ Ă ŶĂƌƌĂƚŝǀĞ ƐƚĂƚĞŵĞŶƚ
ĚĞƐĐƌŝďŝŶŐ ƚŚĞ ƌĞnjŽŶĞ ƌĞƋƵĞƐƚ ǁŝƚŚ ƐƉĞĐŝĨŝĐ ƌĞĨĞƌĞŶĐĞ ƚŽ ƚŚĞ ĐƌŝƚĞƌŝĂ ďĞůŽǁ͘ /ŶĐůƵĚĞ ĂŶLJ ďĂĐŬƵƉ
ŵĂƚĞƌŝĂůƐĂŶĚĚŽĐƵŵĞŶƚĂƚŝŽŶŝŶƐƵƉƉŽƌƚŽĨƚŚĞƌĞƋƵĞƐƚ͘
Ă͘dŚĞƐƵŝƚĂďŝůŝƚLJŽĨƚŚĞĂƌĞĂĨŽƌƚŚĞƚLJƉĞĂŶĚƉĂƚƚĞƌŶŽĨĚĞǀĞůŽƉŵĞŶƚƉƌŽƉŽƐĞĚŝŶƌĞůĂƚŝŽŶƚŽ ƉŚLJƐŝĐĂů
ĐŚĂƌĂĐƚĞƌŝƐƚŝĐƐ ŽĨ ƚŚĞ ůĂŶĚ͕ ƐƵƌƌŽƵŶĚŝŶŐ ĂƌĞĂƐ͕ ƚƌĂĨĨŝĐ ĂŶĚ ĂĐĐĞƐƐ͕ ĚƌĂŝŶĂŐĞ͕ ƐĞǁĞƌ͕ǁĂƚĞƌ͕ĂŶĚ
ŽƚŚĞƌƵƚŝůŝƚŝĞƐ͘
dŚĞƐƵďũĞĐƚƉƌŽƉĞƌƚLJŝƐĂŶŝŶĨŝůůƐŝƚĞĂŶĚǀŝƌƚƵĂůĞdžƚĞŶƐŝŽŶŽĨƚŚĞĞdžŝƐƚŝŶŐƚLJƉĞĂŶĚĚĞǀĞůŽƉŵĞŶƚƉĂƚƚĞƌŶ
ŽĨĂďƵƚƚŝŶŐĂŶĚŶĞĂƌďLJƉƌŽƉĞƌƚŝĞƐĂŶĚŝƐǁĞůůƐĞƌǀĞĚďLJĞdžŝƐƚŝŶŐŝŶĨƌĂƐƚƌƵĐƚƵƌĞ͘
ď͘ĚĞƋƵĂĐLJŽĨĞǀŝĚĞŶĐĞŽĨƵŶŝĨŝĞĚĐŽŶƚƌŽůĂŶĚƐƵŝƚĂďŝůŝƚLJŽĨĂŶLJƉƌŽƉŽƐĞĚĂŐƌĞĞŵĞŶƚƐ͕ĐŽŶƚƌĂĐƚ͕Žƌ
ŽƚŚĞƌ ŝŶƐƚƌƵŵĞŶƚƐ͕ Žƌ ĨŽƌ ĂŵĞŶĚŵĞŶƚƐ ŝŶ ƚŚŽƐĞ ƉƌŽƉŽƐĞĚ͕ ƉĂƌƚŝĐƵůĂƌůLJ ĂƐ ƚŚĞLJ ŵĂLJ ƌĞůĂƚĞƚŽ
ĂƌƌĂŶŐĞŵĞŶƚƐŽƌƉƌŽǀŝƐŝŽŶƐƚŽďĞŵĂĚĞĨŽƌƚŚĞĐŽŶƚŝŶƵŝŶŐŽƉĞƌĂƚŝŽŶĂŶĚŵĂŝŶƚĞŶĂŶĐĞŽĨ ƐƵĐŚ
ĂƌĞĂƐĂŶĚĨĂĐŝůŝƚŝĞƐƚŚĂƚĂƌĞŶŽƚƚŽďĞƉƌŽǀŝĚĞĚŽƌŵĂŝŶƚĂŝŶĞĚĂƚƉƵďůŝĐĞdžƉĞŶƐĞ͘ &ŝŶĚŝŶŐƐ ĂŶĚ
ƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐŽĨƚŚŝƐƚLJƉĞƐŚĂůůďĞŵĂĚĞŽŶůLJĂĨƚĞƌĐŽŶƐƵůƚĂƚŝŽŶ ǁŝƚŚƚŚĞĐŽƵŶƚLJĂƚƚŽƌŶĞLJ͘
hŶŝĨŝĞĚĐŽŶƚƌŽůĚŽĐƵŵĞŶƚĂƚŝŽŶƉƌŽǀŝĚĞĚ͘
Đ͘ŽŶĨŽƌŵŝƚLJŽĨƚŚĞƉƌŽƉŽƐĞĚWhǁŝƚŚƚŚĞŐŽĂůƐ͕ŽďũĞĐƚŝǀĞƐĂŶĚƉŽůŝĐŝĞƐŽĨƚŚĞ'ƌŽǁƚŚ DĂŶĂŐĞŵĞŶƚ
WůĂŶ͘;dŚŝƐŝƐƚŽŝŶĐůƵĚĞŝĚĞŶƚŝĨLJŝŶŐǁŚĂƚ^ƵďͲĚŝƐƚƌŝĐƚ͕ƉŽůŝĐLJŽƌŽƚŚĞƌƉƌŽǀŝƐŝŽŶ ĂůůŽǁƐƚŚĞƌĞƋƵĞƐƚĞĚ
ƵƐĞƐͬĚĞŶƐŝƚLJ͕ĂŶĚĨƵůůLJĞdžƉůĂŝŶŝŶŐͬĂĚĚƌĞƐƐŝŶŐĂůůĐƌŝƚĞƌŝĂŽƌĐŽŶĚŝƚŝŽŶƐŽĨ ƚŚĂƚ^ƵďͲĚŝƐƚƌŝĐƚ͕ƉŽůŝĐLJŽƌ
ŽƚŚĞƌƉƌŽǀŝƐŝŽŶ͘Ϳ
^ĞĞŽǀĞƌ>ĞƚƚĞƌEĂƌƌĂƚŝǀĞ͘WƌŽƉŽƐĞĚůĂŶĚƵƐĞĂŶĚŝŶƚĞŶƐŝƚLJŝƐĐŽŶƐŝƐƚĞŶƚǁŝƚŚƚŚĞ'DW͘
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ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚĂŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ ŶŐŝŶĞĞƌƐĂŶĚWůĂŶŶĞƌƐ
KĨĨŝĐĞ͗ϳϬϰ'ŽŽĚůĞƚƚĞZŽĂĚ͕ηϮϰϬ͕EĂƉůĞƐ͕&>ϯϰϭϬϮŵĨĞƌŶĂŶĚĞnjΛƉůĂŶŶŝŶŐĚĞǀĞůŽƉŵĞŶƚŝŶĐ͘ĐŽŵ Ϯϯϵ͘Ϯϲϯ͘ϲϵϯϰĨĂdžϴϳϳ͘Ϯϲϯ͘Ϭϱϯϱ
DĂŝůŝŶŐĂĚĚƌĞƐƐ͗ϭϰϱĞŶƚƌĂůǀĞŶƵĞ͕EĂƉůĞƐ͕&>ϯϰϭϬϮ ƌĐŚŝƚĞĐƚƵƌĞ ŶŐŝŶĞĞƌŝŶŐ ĞǀĞůŽƉŵĞŶƚŽŶƐƵůƚŝŶŐ
^ƚĂƚĞŽĨ&ůŽƌŝĚĂŽƌƉŽƌĂƚĞĞƌƚŝĨŝĐĂƚĞŽĨƵƚŚŽƌŝnjĂƚŝŽŶEŽ͛Ɛ͗ ϮϲϬϬϮϭϱϴ EŽ͘ϴϰϱϬ ĂŶĚWůĂŶŶŝŶŐ
Ě͘dŚĞŝŶƚĞƌŶĂůĂŶĚĞdžƚĞƌŶĂůĐŽŵƉĂƚŝďŝůŝƚLJŽĨƉƌŽƉŽƐĞĚƵƐĞƐ͕ǁŚŝĐŚĐŽŶĚŝƚŝŽŶƐŵĂLJŝŶĐůƵĚĞƌĞƐƚƌŝĐƚŝŽŶƐ
ŽŶůŽĐĂƚŝŽŶŽĨŝŵƉƌŽǀĞŵĞŶƚƐ͕ƌĞƐƚƌŝĐƚŝŽŶƐŽŶĚĞƐŝŐŶ͕ĂŶĚďƵĨĨĞƌŝŶŐĂŶĚƐĐƌĞĞŶŝŶŐƌĞƋƵŝƌĞŵĞŶƚƐ͘
LJƚŚĞĚĞƐŝŐŶĂŶĚůĂLJŽƵƚŽĨƚŚĞƉƌŽƉŽƐĞĚƚƌĂĐƚƐĂŶĚĂƉƉůŝĐĂƚŝŽŶŽĨŽƵŶƚLJĞƐƚĂďůŝƐŚĞĚůĂŶĚƐĐĂƉĞ
ďƵĨĨĞƌƐ͕ƚŚĞƉƌŽƉŽƐĞĚůĂŶĚƵƐĞƉůĂŶŝƐďŽƚŚŝŶƚĞƌŶĂůůLJĂŶĚĞdžƚĞƌŶĂůůLJĐŽŵƉĂƚŝďůĞ͘
Ğ͘dŚĞĂĚĞƋƵĂĐLJŽĨƵƐĂďůĞŽƉĞŶƐƉĂĐĞĂƌĞĂƐŝŶĞdžŝƐƚĞŶĐĞĂŶĚĂƐƉƌŽƉŽƐĞĚƚŽƐĞƌǀĞƚŚĞĚĞǀĞůŽƉŵĞŶƚ͘
dŚĞƌĞƐŝĚĞŶƚŝĂůŽŶůLJůĂŶĚƵƐĞƌĞƋƵŝƌĞƐϲϬйƵƐĂďůĞŽƉĞŶƐƉĂĐĞǁŚŝĐŚŝƐƉƌŽǀŝĚĞĚďLJ͗
>ĂŬĞƐ;ϮϳйͿнƵĨĨĞƌƐ;ϯйͿнWƌĞƐĞƌǀĞƐ;ϳйͿсϯϳй͖ǁŝƚŚƚŚĞďĂůĂŶĐĞŽĨƚŚĞƌĞƋƵŝƌĞŵĞŶƚƉƌŽǀŝĚĞĚ
ĨƌŽŵƐĞƚďĂĐŬƐǁŝƚŚŝŶƚŚĞZĞƐŝĚĞŶƚŝĂůdƌĂĐƚƐ͘ϲϬйŝƐĚĞĞŵĞĚĂĚĞƋƵĂƚĞďLJƚŚĞĂƉƉůŝĐĂďůĞŽĚĞƐ͘
Ĩ͘dŚĞ ƚŝŵŝŶŐ Žƌ ƐĞƋƵĞŶĐĞŽĨ ĚĞǀĞůŽƉŵĞŶƚ ĨŽƌƚŚĞƉƵƌƉŽƐĞ ŽĨ ĂƐƐƵƌŝŶŐ ƚŚĞĂĚĞƋƵĂĐLJ ŽĨ ĂǀĂŝůĂďůĞ
ŝŵƉƌŽǀĞŵĞŶƚƐĂŶĚĨĂĐŝůŝƚŝĞƐ͕ďŽƚŚƉƵďůŝĐĂŶĚƉƌŝǀĂƚĞ͘
ƵƌƌĞŶƚ ĂďƐŽƌƉƚŝŽŶ ƌĂƚĞƐ ƉƌŽũĞĐƚ Ă ďƵŝůĚͲŽƵƚ ǁŝƚŚŝŶ ϯ LJĞĂƌƐ ŽĨƉĞƌŵŝƚƚŝŶŐ ĂŶĚ ƐƵďĚŝǀŝƐŝŽŶ
ŝŶĨƌĂƐƚƌƵĐƚƵƌĞ ĐŽŶƐƚƌƵĐƚŝŽŶ͖ ĞƐƚŝŵĂƚĞĚ ƚŽ ďĞ ĐŽŵƉůĞƚĞĚ ǁŝƚŚŝŶ ϭϴ ʹ Ϯϰ ŵŽŶƚŚ ĨƌŽŵ ZWh
ĂƉƉůŝĐĂƚŝŽŶƐƵďŵŝƚƚĂů͘
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Page 222
Application for a Public Hearing for PUD Rezone, Amendment to PUD or
PUD to PUD Rezone
PETITION NO
PROJECT NAME
DATE PROCESSED
PUD Rezone (PUDZ): LDC subsection 10.02.13 A.-F., Ch. 3 G. 1 of the Administrative Code
Amendment to PUD (PUDA): LDC subsection 10.02.13 E. and Ch. 3 G. 2 of the Administrative
Code
PUD to PUD Rezone (PUDR): LDC subsection 10.02.13 A.-F.
APPLICANT CONTACT INFORMATION
Name of Applicant(s): ___________________________________________________________
Address: _____________________________ City: ___________ State: ________ ZIP: _______
Telephone: ___________________ Cell: ____________________ Fax: ____________________
E-Mail Address: ________________________________________________________________
Name of Agent: ________________________________________________________________
Firm: _________________________________________________________________________
Address: _____________________________ City: ___________ State: ________ ZIP: _______
Telephone: __________________ Cell: _____________________ Fax: ____________________
E-Mail Address: ________________________________________________________________
Be aware that Collier County has lobbyist regulations. Guide yourself accordingly and ensure that
you are in compliance with these regulations.
To be completed by staff
Page 223
Ali R. Ghahramani, M.D. Investment Limited Partnership
7223 Ayrshire Lane
Boca Raton FL 33496
239-263-6934 239-370-6557 877-263-0535
c/o Agent: mfernandez@planningdevelopmentinc.com
Michael R. Fernandez, RA AICP
Planning Development, Inc.
145 Central Avenue Naples FL 34102
239-263-6934 239-370-6557 877-263-0535
mfernandez@planningdevelopmentinc.com
DISCLOSURE OF INTEREST INFORMATION
Please complete the following information, if space is inadequate use additional sheets and attach
to the completed application packet.
a.If the property is owned fee simple by an INDIVIDUAL, tenancy by the entirety, tenancy in
common, or joint tenancy, list all parties with an ownership interest as well as the percentage
of such interest:
Name and Address % of Ownership
b. If the property is owned by a CORPORATION, list the officers and stockholders and the
percentage of stock owned by each:
Name and Address % of Ownership
c. If the property is in the name of a TRUSTEE, list the beneficiaries of the trust with the
percentage of interest:
Name and Address % of Ownership
d. If the property is in the name of a GENERAL or LIMITED PARTNERSHIP, list the name of the
general and/or limited partners:
Name and Address % of Ownership
Page 224
Andrew A. Ghahramani, 720 NE 32nd Street, Boca Raton, FL, 33431 40%
Darius J. Ghahramani, 7223 Ayrshire Lane, Boca Raton, FL, 33496 40%
Yasmin S. Fleming, 221 Pine Tree Road, Radnor, PA, 19087 20%
e. If there is a CONTRACT FOR PURCHASE, with an individual or individuals, a Corporation, Trustee,
or a Partnership, list the names of the contract purchasers below, including the officers,
stockholders, beneficiaries, or partners:
Name and Address % of Ownership
Date of Contract:
f. If any contingency clause or contract terms involve additional parties, list all individuals or
officers, if a corporation, partnership, or trust:
Name and Address
g. Date subject property acquired _______________
Leased: Term of lease ____________ years /months
If, Petitioner has option to buy, indicate the following:
Date of option: _________________________
Date option terminates: __________________, or
Anticipated closing date: _________________
h. Should any changes of ownership or changes in contracts for purchase occur subsequent to the
date of application, but prior to the date of the final public hearing, it is the responsibility of
the applicant, or agent on his behalf, to submit a supplemental disclosure of interest form.
Page 225
01-26-1988
REZONE REQUEST
This application is requesting a rezone from: _________________________ Zoning district(s) to the
________________________________ zoning district(s).
Present Use of the Property: _________________________________________________________
Proposed Use (or range of uses) of the property: _________________________________________
Original PUD Name: ________________________________________________________________
Ordinance No.: ____________________________________________________________________
PROPERTY INFORMATION
On a separate sheet attached to the application, provide a detailed legal description of the property
covered by the application:
x If the request involves changes to more than one zoning district, the applicant shall include a
separate legal description for property involved in each district;
x The applicant shall submit 4 copies of a recent survey (completed within the last six months,
maximum 1" to 400' scale), if required to do so at the pre-application meeting; and
x The applicant is responsible for supplying the correct legal description. If questions arise
concerning the legal description, an engineer's certification or sealed survey may be required.
Section/Township/Range: / /
Lot: Block: Subdivision: ___________________________________________________
Metes & Bounds Description: _________________________________________________________
Plat Book: Page #: Property I.D. Number: ____________________________________
Size of Property: _______ ft. x _______ ft. = ________ Total Sq. Ft. Acres: _________
Address/ General Location of Subject Property: __________________________________________
__________________________________________________________________________________
PUD District (refer to LDC subsection 2.03.06 C):
Commercial Residential Community Facilities Industrial
Mixed Use Other: ________________
Page 226
A - Agriculture
Residential Planned Unit Development RPUD
vacant w 5.09-acre County easement for road drainage pond
Residential
N/A
N/A
27 48 26
00194600002 and 00194200004
669'2,482'1,659.803 38.1 +/-
Approximately 0.7 miles south of Immokalee Road
abutting and west of Collier Blvd., south of Indigo Lakes
ADJACENT ZONING AND LAND USE
Zoning Land Use
N
S
E
W
If the owner of the subject property owns contiguous property please provide a detailed legal
description of the entire contiguous property on a separate sheet attached to the application.
Section/Township/Range: / /
Lot: Block: Subdivision: ___________________________________________________
Plat Book: Page #: Property I.D. Number: ____________________________________
Metes & Bounds Description: _________________________________________________________
ASSOCIATIONS
Complete the following for all registered Association(s) that could be affected by this petition. Provide
additional sheets if necessary. Information can be found on the Board of County Commissioner’s
website at http://www.colliergov.net/Index.aspx?page=774.
Name of Homeowner Association: _________________________________________________
Mailing Address: ____________________________ City: _________ State: ______ ZIP: ______
Name of Homeowner Association: _________________________________________________
Mailing Address: ____________________________ City: _________ State: ______ ZIP: ______
Name of Homeowner Association: _________________________________________________
Mailing Address: ____________________________ City: _________ State: ______ ZIP: ______
Name of Homeowner Association: _________________________________________________
Mailing Address: ____________________________ City: _________ State: ______ ZIP: ______
Name of Homeowner Association: _________________________________________________
Mailing Address: ____________________________ City: _________ State: ______ ZIP: ______
Page 227
239-352-1306
239-354-0618 / indigolakesmgr@earthlink.net
PUD Single Family Residential Lots / preserves / entry driveway
PUD Apartments and Multi-Family and related private drive
Collier Blvd. R/W then PUD Road Right-of-Way / Canal Right-of-Way /RPUD
PUD Single Family Residential Lots
Indigo Lakes Homeowners Association / Attn: Jim Ray, President
14497 Indigo Lakes Circle Naples FL
Indigo Lakes Master Association, Inc.
14875 Indigo Lakes Circle Naples FL
EVALUATION CRITERIA
Pursuant to LDC subsections 10.02.13 B, 10.02.08 F and Chapter 3 G. of the Administrative Code,
staff’s analysis and recommendation to the Planning Commission, and the Planning Commission’s
recommendation to the Board of County Commissioners shall be based upon consideration of the
applicable criteria. On a separate sheet attached to the application, provide a narrative statement
describing the rezone request with specific reference to the criteria below. Include any backup
materials and documentation in support of the request.
a. The suitability of the area for the type and pattern of development proposed in relation to
physical characteristics of the land, surrounding areas, traffic and access, drainage, sewer,
water, and other utilities.
b. Adequacy of evidence of unified control and suitability of any proposed agreements, contract,
or other instruments, or for amendments in those proposed, particularly as they may relate to
arrangements or provisions to be made for the continuing operation and maintenance of such
areas and facilities that are not to be provided or maintained at public expense. Findings and
recommendations of this type shall be made only after consultation with the county attorney.
c. Conformity of the proposed PUD with the goals, objectives and policies of the Growth
Management Plan. (This is to include identifying what Sub-district, policy or other provision
allows the requested uses/density, and fully explaining/addressing all criteria or conditions of
that Sub-district, policy or other provision.)
d. The internal and external compatibility of proposed uses, which conditions may include
restrictions on location of improvements, restrictions on design, and buffering and screening
requirements.
e. The adequacy of usable open space areas in existence and as proposed to serve the
development.
f. The timing or sequence of development for the purpose of assuring the adequacy of available
improvements and facilities, both public and private.
g. The ability of the subject property and of surrounding areas to accommodate expansion.
h. Conformity with PUD regulations, or as to desirable modifications of such regulations in the
particular case, based on determination that such modifications of justified as meeting public
purposes to a degree at least equivalent to literal application of such regulations.
Deed Restrictions: The County is legally precluded from enforcing deed restrictions; however, many
communities have adopted such restrictions. You may wish to contact the civic or property owners
association in the area for which this use is being requested in order to ascertain whether or not the
request is affected by existing deed restrictions.
Page 228
Previous land use petitions on the subject property: To your knowledge, has a public hearing been
held on this property within the last year? If so, what was the nature of that hearing?
__________________________________________________________________________________
__________________________________________________________________________________
Official Interpretations or Zoning Verifications: To your knowledge, has there been an official
interpretation or zoning verification rendered on this property within the last year?
Yes No if so please provide copies.
PUBLIC NOTICE REQUIREMENTS
This land use petition requires a Neighborhood Information Meeting (NIM), pursuant to Chapter 3 E.
of the Administrative Code and LDC section 10.03.06. Following the NIM, the applicant will submit a
written summary and any commitments that have been made at the meeting. Refer to Chapter 8 B.
of the Administrative Code for the NIM procedural requirements.
Chapter 8 of the Administrative Code requires that the applicant must remove their public hearing
advertising sign(s) after final action is taken by the Board of County Commissioners. Based on the
Board's final action on this item, please remove all public hearing advertising sign(s) immediately.
RECORDING OF DEVELOPER COMMITMENTS
Within 30 days of adoption of the Ordinance, the owner or developer (specify name) at their expense shall
record in the Public Records of Collier County a Memorandum of Understanding of Developer Commitments
or Notice of Developer Commitments that contains the legal description of the property that is the subject of
the land use petition and contains each and every commitment of the owner or developer specified in the
Ordinance. The Memorandum or Notice shall be in form acceptable to the County and shall comply with the
recording requirements of Chapter 695, FS. A recorded copy of the Memorandum or Notice shall be provided
to the Collier County Planned Unit Development Monitoring staff within 15 days of recording of said
Memorandum or Notice.
LDC subsection 10.02.08 D
This application will be considered “open” when the determination of “sufficiency” has been made
and the application is assigned a petition processing number. The application will be considered
“closed” when the petitioner withdraws the application through written notice or ceases to supply
necessary information to continue processing or otherwise actively pursue the rezoning,
amendment or change, for a period of 6 months. An application deemed “closed” will not receive
further processing and an application “closed” through inactivity shall be deemed withdrawn. An
application deemed “closed” may be re-opened by submission of a new application, repayment of
all application fees and the grant of a determination of “sufficiency”. Further review of the request
will be subject to the then current code.
Page 229
No
■
STATEMENT OF UTILITY PROVISIONS
FOR PUD REZONE REQUEST
APPLICANT CONTACT INFORMATION
Name of Applicant(s): _______________________________________________________________
Address: _________________________________ City: ___________ State: ________ ZIP: _______
Telephone: ____________________ Cell: _____________________ Fax: ______________________
E-Mail Address: ____________________________________________________________________
Address of Subject Property (If available): ______________________________________________
City: _________________ State: ________ ZIP: _________
PROPERTY INFORMATION
Section/Township/Range: / /
Lot: Block: Subdivision: ___________________________________________________
Metes & Bounds Description: _________________________________________________________
Plat Book: Page #: Property I.D. Number: ____________________________________
TYPE OF SEWAGE DISPOSAL TO BE PROVIDED
Check applicable system:
a. County Utility System
b. City Utility System
c. Franchised Utility System Provide Name: __________________________
d. Package Treatment Plant (GPD Capacity): _________________________
e. Septic System
TYPE OF WATER SERVICE TO BE PROVIDED
Check applicable system:
a. County Utility System
b. City Utility System
c. Franchised Utility System Provide Name: __________________________
d. Private System (Well)
Total Population to be Served: ________________________________________________________
Peak and Average Daily Demands:
A. Water-Peak: _________ Average Daily: __________
B. Sewer-Peak: _________ Average Daily: __________
If proposing to be connected to Collier County Regional Water System, please provide the date
service is expected to be required: ____________________________________________________
Page 230
About 0.7 miles south of Immokalee Rd, on the west side and abutting Collier Blvd.
Naples FL
27 48 26
00194600002 and 00194200004
573
108,297 GPD
80,220 GPD
77,355 GPD 57,300 GPD
2020
Ali R. Ghahramani, M.D. Investment Limited Partnership
7223 Ayrshire Lane Boca Raton FL 33496
239-263-6934
c/o Agent: mfernandez@planningdevelopmentinc.com
239-370-6557 877-263-0535
✔
✔
Narrative statement: Provide a brief and concise narrative statement and schematic drawing of
sewage treatment process to be used as well as a specific statement regarding the method of affluent
and sludge disposal. If percolation ponds are to be used, then percolation data and soil involved shall
be provided from tests prepared and certified by a professional engineer.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Collier County Utility Dedication Statement: If the project is located within the service boundaries of
Collier County’s utility service system, a notarized statement shall be provided agreeing to dedicate
the water distribution and sewage collection facilities within the project area to the Collier County
Utilities. This shall occur upon completion of the construction of these facilities in accordance with
all applicable County ordinances in effect at that time. This statement shall also include an agreement
that the applicable system development charges and connection fees will be paid to the County
Utilities Division prior to the issuance of building permits by the County. If applicable, the statement
shall contain an agreement to dedicate the appropriate utility easements for serving the water and
sewer systems.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Statement of Availability Capacity from other Providers: Unless waived or otherwise provided for at
the pre-application meeting, if the project is to receive sewer or potable water services from any
provider other than the County, a statement from that provider indicating adequate capacity to serve
the project shall be provided.
Page 231
Acknowledged - Provided
na
Page 232
Rushton Pointe RPUD
Final Submittal Requirement Checklist for:
PUD Rezone- Ch. 3 G. 1 of the Administrative Code
Amendment to PUD- Ch. 3 G. 2 of the Administrative Code
PUD to PUD Rezone- Ch. 3 G. 1 of the Administrative Code
The following Submittal Requirement checklist is to be utilized during the Pre-Application Meeting and at time
of application submittal. At final submittal, the checklist is to be completed and submitted with the application
packet. Please provide the submittal items in the exact order listed below, with cover sheets attached to each
section. Incomplete submittals will not be accepted.
REQUIREMENTS # OF
COPIES REQUIRED NOT
REQUIRED
Cover Letter with Narrative Statement including a detailed description of
why amendment is necessary
Completed Application with required attachments
Pre-application meeting notes
Affidavit of Authorization, signed and notarized 2
Notarized and completed Covenant of Unified Control 2
Completed Addressing Checklist 2
Warranty Deed(s) 3
List Identifying Owner and all parties of corporation 2
Signed and sealed Boundary Survey 4
Architectural Rendering of proposed structures 4
Current Aerial Photographs (available from Property Appraiser) with
project boundary and, if vegetated, FLUCFCS Codes with legend included
on aerial.
5
Statement of Utility Provisions 4
Environmental Data Requirements pursuant to LDC section 3.08.00 4
Environmental Data Requirements collated into a single Environmental
Impact Statement (EIS) packet at time of public hearings. Coordinate with
project planner at time of public hearings.
Listed or Protected Species survey, less than 12 months old. Include
copies of previous surveys. 4
Traffic Impact Study 7
Historical Survey 4
School Impact Analysis Application, if applicable 2
Electronic copy of all required documents 2
Completed Exhibits A-F (see below for additional information)+
List of requested deviations from the LDC with justification for each (this
document is separate from Exhibit E)
Revised Conceptual Master Site Plan 24” x 36”and One 8 ½” x 11” copy
Original PUD document/ordinance, and Master Plan 24” x 36” – Only if
Amending the PUD
Checklist continued onto next page…
Page 233
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
✔
Revised PUD document with changes crossed thru & underlined
Copy of Official Interpretation and/or Zoning Verification 1
*If located in Immokalee or seeking affordable housing, include an additional set of each submittal
requirement
+The following exhibits are to be completed on a separate document and attached to the application packet:
Exhibit C: Master Plan- See Chapter 3 E. 1. of the Administrative Code
Exhibit D: Legal Description
Exhibit E: List of Requested LDC Deviations and justification for each
Exhibit F: List of Development Commitments
If located in RFMU (Rural Fringe Mixed Use) Receiving Land Areas
Pursuant to LDC subsection 2.03.08.A.2.a.2.(b.)i.c., the applicant must contact the Florida Forest Service at 239-
690-3500 for information regarding “Wildfire Mitigation & Prevention Plan.”
PLANNERS – INDICATE IF THE PETITION NEEDS TO BE ROUTED TO THE FOLLOWING REVIEWERS:
School District (Residential Components): Amy
Lockheart Conservancy of SWFL: Nichole Ryan
Utilities Engineering: Eric Fey Parks and Recreation: Vicky Ahmad
Emergency Management: Dan Summers Immokalee Water/Sewer District:
City of Naples: Robin Singer, Planning Director Other:
ASSOCIATED FEES FOR APPLICATION
Pre-Application Meeting: $500.00
PUD Rezone: $10,000.00* plus $25.00 an acre or fraction of an acre
PUD to PUD Rezone: $8,000.00* plus $25.00 an acre or fraction of an acre
PUD Amendment: $6,000.00* plus $25.00 an acre or fraction of an acre
Comprehensive Planning Consistency Review: $2,250.00
Environmental Data Requirements-EIS Packet (submittal determined at pre-application
meeting): $2,500.00
Listed or Protected Species Review (when an EIS is not required): $1,000.00
Transportation Review Fees:
o Methodology Review: $500.00, to be paid directly to Transportation at the
Methodology Meeting*
*Additional fees to be determined at Methodology Meeting.
o Minor Study Review: $750.00
o Major Study Review $1,500.00
Legal Advertising Fees:
o CCPC: $1,125.00
o BCC: $500.00
Page 234
$25.00 x 39 acres = $975.00
$500.00 PAID - no credit due
$10,975.00
$2,250.00
$2,500.00
$500.00
$1,500.00
$1,125.00
$500.00
Total: $19,850.00 (Two checks submitted: Check# 1139 = $19,650.00 + Check# 6452 = $200.00)
X
X
✔
✔
✔
✔
✔
✔
School Concurrency Fee, if applicable:
o Mitigation Fees, if application, to be determined by the School District in
coordination with the County
*Additional fee for the 5th and subsequent re-submittal will be accessed at 20% of the original fee.
All checks may be made payable to: Board of County Commissioners
Page 235
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Hi Michael,
Even though the Collier County Fee Code requires a new pre-application meeting after
nine months from the last pre-app meeting, the application of this provision allows the
meeting to be waived if there are no significant changes made since the meeting was held.
However, the applicable $500.00 fee shall not be credited towards the application fee at
the time of submittal so the full application fee is required. In regards to your second
question, Nancy will still be the assigned Principal Planner for this project.
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Please let me know if I can be of any other assistance.
Ray
Raymond V. Bellows, Zoning Manager
Zoning Division - Growth Management Department
Telephone: 239.252.2463; Fax: 239.252.6350
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Michael R. Fernandez, AICP RA
Architect / President
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S27 T48 R26
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See attached
00194600002 and 00194200004
na
PL2015 000 0306 (Ghahramani or West Lake RPUD)
Rushton Pointe RPUD (Addressing Checklist for name change review and approval ONLY)
PL 2015 000 0306
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FOR STAFF USE ONLY
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Folio Number
Folio Number
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Approved by: Date:
Updated by: Date:
IF OLDER THAN 6 MONTHS, FORM MUST BE
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00194600002
00194200004
5/9/2017
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Michael R. Fernandez, RA AICP / Planning Development, Inc.
239-263-6934 mfernandez@planningdevelopmentinc.com
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Subject Parcels
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Page 275
Pierce County Planning and Land Services, 2401 South 35th Street, Tacoma, Washington 98409
www.piercecountywa.org/pals Revised 02-14-17
Page 1 of 4
Residential
Fire-Resistant Construction
Bulletin #27
Division of Building, Safety, and Inspection for 2015 International Codes
The purpose of this bulletin is to help clarify when and where fire-resistant construction is
required for non-sprinklered residential construction. The code language and table provide
limited guidance. We have expanded the information based on current code language,
historical code language, and intent of the code.
Concerning exterior wall protection, the code assumes that an owner has no control over
adjoining property. Thus the location of buildings on the owner’s property relative to the
property line requires regulation.
The property line concept provides a convenient means of protecting one building from
another as far as exposure is concerned.
Exposure is the potential for heat to be transmitted from one building to another during a
fire.
Radiation is the primary means of heat transfer.
Fire separation distance (FSD) is he distance measured from the foundation wall or face of
wall framing, whichever is closer, to one of the following:
1.To the closest interior lot line; or
2.To the centerline of a street, an alley, or public way;or
3.To an imaginary line between two buildings on the lot.
Walls less than 5 feet from the property/lot line must be of a listed 1-hour fire-resistant
construction. The fire-resistant rating also requires the rating exposure to be for both sides.
Projections may not be closer than 2 feet to the property/lot line, must be protected when
they are 2 to 5 feet from the property/lot line and no protection is required if more than 5
feet from the property/lot line. See examples on pages 3 & 4.
Openings in walls not allowed less than 3 feet, limited to 25% of maximum wall area per
story from 3 feet up to 5 feet, and unlimited at 5 feet or more from the property/lot line.
Penetrations are to be protected in fire-resistant wall assemblies when less than 5 feet from
the property/lot line.
Page 276
Pierce County Planning and Land Services, 2401 South 35th Street, Tacoma, Washington 98409
www.piercecountywa.org/pals Revised 02-14-17
Page 2 of 4
IRC R302.1 Exterior Walls
Construction, projections, openings and penetrations of exterior walls of dwellings and
accessory buildings shall comply with Table R302.1 (1); or dwellings equipped throughout
with an automatic sprinkler system installed in accordance with Section P2904 shall comply
with Table R302.1 (2).
Exceptions:
1.Walls, projections, openings or penetrations in walls perpendicular to the line used to
determine the fire separation distance.
2.Walls of dwellings and accessory structures located on the same lot.
3.Detached tool sheds and storage sheds, playhouses and similar structures exempted
from permits are not required to provide wall protection based on location on the lot.
Projections beyond the exterior wall shall not extend over the lot line.
4.Detached garages accessory to a dwelling located within 2 feet (610 mm) of a lot line
are permitted to have roof eave projections not exceeding 4 inches (102 mm).
5.Foundation vents installed in compliance with this code are permitted.
WAC Table R302.1(1)
Exterior Walls
For IS: 1 foot = 304.8 mm. N/A = Not Applicable
a.Roof eave fire-resistance rating shall be permitted to be reduced to 0 hours on the underside of the
eave if fire blocking is provided from the wall top plate to the underside of the roof sheathing.
b.Roof eave fire-resistance rating shall be permitted to be reduced to 0 hours on the underside of the
eave provided no gable vent openings are installed.
Exterior Wall Element
Minimum
Fire-Resistance Rating
Minimum Fire
Separation
Distance
Walls
(Fire-resistance rated)
1-hour tested in accordance
with ASTM E 119 or UL 263
with exposure from both sides
< 5 feet
(Not fire-resistance
rated)
0 hours > 5 feet
Projections
(Fire-resistance rated) 1 hour on the underside a, b > 2 feet to 5 feet
(Not fire-resistance
rated)
0 hours 5 feet
Openings in
Walls
Not allowed N/A < 3 feet
25% maximum of wall
area per story
0 hours 3 feet
Unlimited 0 hours 5 feet
Penetrations All
Comply with Section R302.4 < 5 feet
None required 5 feet
Page 277
Pierce County Planning and Land Services, 2401 South 35th Street, Tacoma, Washington 98409
www.piercecountywa.org/pals Revised 02-14-17
Page 3 of 4
FIRE P/L
SEPARATION
DISTANCE
< 2’
> 2’ - 5’
See Footnotes: a & b
< 5’
> 5’
< 3’
3’- < 5’
> 5’
< 5’
> 5’
P/L
When any portion of an eave or projection extends into the fire separation distance,
it shall have the required protection back to the exterior wall .
a.Roof eave fire-resistance rating shall be permitted to be reduced to 0 hours on the
underside of the eave if fire blocking is provided from the wall top plate to the underside
of the roof sheathing.
b.Roof eave fire-resistance rating shall be permitted to be reduced to 0 hours on the
underside of the eave provided no gable vent openings are installed.
Note:
When you use option “a” or “b” above, you will need to provide additional roof venting.
Refer to IRC Section R806 for roof venting requirements.
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Page 278
Pierce County Planning and Land Services, 2401 South 35th Street, Tacoma, Washington 98409
www.piercecountywa.org/pals Revised 02-14-17
Page 4 of 4
Table R302.1(1) Calculating Area of Openings in Walls
Q.Is the gable end area included in wall area to determine the 25% maximum wall area
for openings when the exterior wall is 3’ - <5’ from the property line?
A.Yes, the cumulative Wall 1, Wall 2 and the Gable can be used to calculate the total
allowable openings. The walls and gable are 1-hour fire-resistant construction to the
underside of the roof.
Perpendicular Eave Projection Parallel Eave Projection
5’
FSD P/L
Table R302.1(1) Eave Protection
Q.When only a portion of the eave or projection extends into the FSD would the entire
eave projection require protection outside the FSD back to the exterior wall?
A. When using 1-hour fire resistant construction on the underside it would not be
practical to stop it part way back and leave vent openings unprotected. The intent of
the code is to protect the underside and slow the spread of fire. The simple solution
would be to block the vent openings as allowed by the foot notes “a” or “b” in Table
R302.1(1)
Q. When a rake or eave perpendicular to the property line projects into the FSD is
protection required?
A. The rake or eave that is parallel with the perpendicular wall would not require
protection, only the portion parallel to the property line requiring protection for the
FSD.
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Page 279
17.A.7
Packet Pg. 1395 Attachment: legal ad - Agenda ID # 4797 (4797 : Rushton Pointe RPUD (PUDZ))