Agenda 10/27/2009 Item #16B 3Agenda Item No. 16133
October 27, 2009
Page 1 of 22
EXECUTIVE SUMMARY
Recommendation to approve the purchase of a fee simple road right -of -way parcel and a
temporary construction easement which are required for construction of the Collier
Boulevard widening project. Project No. 68056 (Fiscal Impact: $32,250.00)
OBJECTIVE: To obtain the Board of County Commissioners' approval to purchase
unimproved property in the form of a fee simple parcel and a temporary construction easement
which are required for the widening of Collier Boulevard (CR 95 1) from four lanes to six lanes
between Green Boulevard and Golden Gate Boulevard.
CONSIDERATIONS: The subject property is located at the northwest corner of Collier
Boulevard and 7 Avenue S.W. in Golden Gate Estates. The parent tract, owned by Richard E.
Peterson, is unimproved and includes 5.303 acres of gross land area. The proposed fee simple
right -of -way parcel is identified as Parcel No. 155FEE and contains a total of 12,250 square feet.
The proposed three -year temporary construction easement is a five (5) foot strip which runs
parallel and adjacent to Parcel No. 155FEE and contains 1,500 square feet. This temporary
construction easement parcel is identified as Parcel No. 155TC:E.
On June 19, 2008, an official purchase offer was mailed to Mr. Peterson along with a copy of the
appraisal, the applicable condemnation statutes and legal descriptions of the two parcels. The
appraisal (upon which the offer was based) was prepared by R. Alan Wilcox, MAI, SRA, of
Wilcox Appraisal Services, Inc. and was dated February 2008. In the summary appraisal report
Mr. Wilcox valued the fee parcel at $30,900 and the temporary construction easement at $1,100.
The offer was not accepted initially as Mr. Peterson asked for more time to consider it.
On July 15, 2009, Mr. Peterson contacted our office again and asked if we were still willing to
honor our original offer of $32,000 for both parcels. Even though it had become clear by that
time that the down -turn in the real estate market had resulted in a reduced market value for the
land, this purchase of these parcels for the sum of $32,000 is being recommended for the
following reasons:
1. We are at a point in the Collier Boulevard Project where acquisitions need to be finalized.
In the coming weeks, the County Attorneys will be tiling the first suits against owners
who have not responded to our purchase offers. If we do not acquire Mr. Peterson's
property now at $32,000, we will be filing suit against him as well.
2. If we did have to file a condemnation suit against Mr. Peterson, we could anticipate
paying much more than $32,000 for the two parcels due to the various costs that would
be incurred as both sides attempt to negotiate a settlement. Mr. Peterson would most
likely hire an attorney who would, in turn, hire a real estate appraiser and a land planner
(to study highest and best use and rezoning possibilities) and an engineer (to study access
issues). In today's market, planners and engineers can command fees upwards of $2,500
each. Appraisal fees for condemnation appraisals start at around $2,000 and can go as
high as $1.0,000 (depending on the property and the complexity of the issues being
studied). Mediators charge approximately $2,500 per day. According to the statutory
Agenda Item No. 16133
October 27, 2009
Page 2 of 22
benefit formula, the owner's attorney doesn't get paid unless we settle above what was
originally offered. Therefore, the owner's attorney has no incentive to try and sell his
client on anything less than our initial offer (or actually a few thousand more than our
initial offer).
3. Our best estimate of what it would cost to condemn this particular property, taking into
account fees for land planners, real estate appraisers, engineers, mediators, attorneys,
filing fees and staff time, is somewhere close to $50,000 (and that's a very conservative
estimate). Right now we have a willing seller, a signed purchase agreement and a signed
temporary construction easement agreement and are ready to move forward. Mr.
Peterson currently has no attorney and there is no mortgage on the property so it should
be relatively easy to close this transaction.
4. Given these considerations, Transportation staff is recommending that the Board of
County Commissioners approve the purchase of Parcels 155FEE and 155TCE.
FISCAL IMPACT: The fiscal impact is in the amount of $32,250.00 and includes $30,900.00
for the fee simple parcel, $1,100.00 for the temporary construction easement; title insurance in
the approximate amount of $200.00; and recording fees not to exceed $50.00. Source of funds
are gas taxes and impact fees.
GROWTH MANAGEMENT IMPACT: This project is consistent with the Long Range
Transportation Plan and the Collier County Growth Management Plan.
LEGAL CONSIDERATIONS: This item is legally sufficient for Board action. -RNZ
RECOMMENDATION: That the Board of County Commissioners of Collier County, Florida:
1. Approve the attached Purchase Agreement and Temporary Construction Easement
Agreement and authorize its Chairman to execute same on behalf of the Board;
2. Accept the conveyance of Parcel No. 155FEE via warranty deed and Parcel No. 155TCE via
temporary construction easement and authorize the County Manager or his designee to record
same in the public records of Collier County, Florida;
3. Authorize the payment of all costs and expenses necessary to close the transaction;
4. Authorize the County Manager or his designee to take the necessary measures to ensure the
County's performance in accordance with the terms and conditions of the Purchase
Agreement and the Temporary Construction Easement Agreement; and
5. Approve any and all budget amendments which may be required to carry out the collective
will of the Board.
Prepared by: Rebecca Harding, Property Acquisition Specialist, Transportation Engineering &
Construction Management
Attachments: (1) Purchase Agreement; (2) Temporary Construction Easement Agreement; (3)
Property Location Map; (4) Appraisal Report Summary
Page 1 of 2
Agenda Item No. 16133
October 27, 2009
Page 3 of 22
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number: 16B3
Item Summary: Recommendation to approve the purchase of a fee simple road right -of -way parcel and a
temporary construction easement which are required for construction of the Collier Boulevard
widening project. Project No. 68056 (Fiscal Impact: $32,250.00)
Meeting Date: 10127/2009 9:00:00 AM
Prepared By
Rebecca Harding
Property Acquisition Specialist
Date
Transportation
Transportation ECM
1016/2009 8:50:03 AM
Approved By
Lisa Taylor
Management /Budget Analyst
Date
Transportation Services
Transportation Administration
10/6/2009 11:18 AM
Approved By
Norm E. Feder, AICP
Transportation Division Administrator
Date
Transportation Services
Transportation Services Admin.
10/7/2009 11:20 AM
Approved By
Kevin Hendricks
Right Of Way Acquisition Manager
Date
Transportation Services
TECM -ROW
1018/2009 10:50 AM
Approved By
Marlene Messam
Senior Project Manager
Date
Transportation Engineering &
Transportation Services
Construction Management
1018!2009 10:54 AM
Approved By
Robert N. Zachary
Assistant County Attorney
Date
County Attorney
County Attorney Office
101812009 3:55 PM
Approved By
Jeff Klatzkow
County Attorney
Date
County Attorney
County Attorney Office
10/9/2009 11:25 AM
Approved By
Najeh Ahmad
Director
Date
Transportation Engineering 8
Transportation Services
Construction Management
10/12/2009 9:58 AM
Approved By
Therese Stanley
Grants Coordinator
Date
Transportation
Transportation Administration
10/1312009 11:25 AM
file: / /C: \AgendaTest \Export\137- October 27, 2009 \16. CONSENT AGENDA \16B. TRAN... 10/21/2009
Approved By
Pat Lehnhard Executive Secretary
Transportation Services Transportation Services Admin
Page 2 of 2
Agenda Item No. 16133
October 27. 2009
Page 4 of 22
Date
10114/2009 1:29 PM
Approved By
OMB Coordinator
OMB Coordinator
Date
County Manager's Office
Office of Management & Budget
10114/2009 1:50 PM
Approved By
Susan Usher
Senior Management /Budget Analyst
Date
County Manager's Office
Office of Management & Budget
10/16/2009 7:35 PM
Approved By
Mark Isackson Budget Analyst Date
County Manager's Office Office of Management & Budget 10/19/2009 9:18 AM
file: / /C: \AgendaTest \Export \137- October 27, 2009 \l6. CONSENT AGENDA \16B. TRAN... 10/21 /2009
Agenda Item No. 16133
October 27, 2009
Page 5 of 22
PROJECT: COLLIER BOULEVARD PROJECT # 68056
PARCEL: 155FEE
FOLIO NO.: 36617920000
PURCHASE AGREEMENT
THIS PURCHASE AGREEMENT (hereinafter referred to as the "Agreement ") is
made and entered into on this day of 20 by and
between RICHARD E. PETERSON, whose mailing address is 4661 Dempster Street,
Skokie, Illinois 60076 -2042 (hereinafter referred to as "Owner "), and COLLIER
COUNTY, a political subdivision of the State of Florida, whose mailing address is 3301
Tamiami Trail East, Naples, Florida 34112 (hereinafter referred to as "Purchaser ").
WHEREAS, Purchaser requires a fee estate in that land described in Exhibit "A"
(hereinafter referred to as the "Property "), which is attached hereto and made a part of
this Agreement; and
WHEREAS, Owner desires to convey the Property to Purchaser for the stated
purposes, on the terms and conditions set forth herein; and
WHEREAS, Purchaser has agreed to compensate Owner for conveyance of the
Property.
NOW THEREFORE, in consideration of these premises, the sum of Ten Dollars
($10.00), and other good and valuable consideration, the receipt and sufficiency of
which is hereby mutually acknowledged, it is agreed by and between the parties as
follows:
1. All of the above RECITALS are true and correct and are hereby expressly
incorporated herein by reference as if set forth fully below, and all Exhibits
referenced herein are made a part of this Agreement.
2. The purchase price (the "Purchase Price ") for the Property shall be $30,900.00
(U.S. Currency) payable at time of closing, subject to the apportionment and
distribution of proceeds pursuant to Paragraph 9 of this Agreement (said
transaction hereinafter referred to as the "Closing "). Said payment to Owner,
payable by County Warrant, shall be full compensation for the Property
conveyed, including all landscaping, trees, shrubs, improvements, and fixtures
located thereon, and shall be in full and final settlement of any damages
resulting to Owner's remaining lands, costs to cure, including but not limited to
the cost to relocate the existing irrigation system and other improvements, and
the cost to cut and cap irrigation lines extending into the Property, and to
remove all sprinkler valves and related electrical wiring, and all other damages
in connection with conveyance of said Property to Purchaser, including all
attorneys' fees, expert witness fees and costs as provided for in Chapter 73,
Florida Statutes.
Owner shall convey a marketable title free of any liens, encumbrances,
exceptions, or qualifications. Marketable title shall be determined according to
the applicable title standards adopted by the Florida Bar and in accordance
with law. Owner shall obtain from the holders of any liens, exceptions and/or
qualifications encumbering the Property, the execution of such instruments
which will remove or release such encumbrances from the Property upon their
recording in the public records of Co!!ier County, Florida. At or prior to Closing,
Owner shall provide Purchaser with a copy of any existing prior title insurance
policies. Owner shall provide such instruments, properly executed, to
Purchaser on or before the date of Closing. Owner shall cause to be delivered
to Purchaser the items specified herein and the following documents and
instruments duly executed and acknowledged, in recordable form (hereinafter
referred to as "Closing Documents "):
Agenda item No. 16133
Page Qctober 27, 2009
Page 6 of 22
(a) General Warranty Deed;
(b) Closing Statement;
(c) Grantor's Non - Foreign, Taxpayer Identification and "Gap" Affidavit;
(d) W -9 Form; and
(e) Such evidence of authority and capacity of Owner and its representatives
to execute and deliver this agreement and all other documents required
to consummate this transaction, as reasonably determined by Purchaser,
Purchaser's counsel and/or title company.
Both Owner and Purchaser agree that time is of the essence. Therefore,
Closing shall occur within ninety (90) days from the date of execution of this
Agreement by the Purchaser; provided, however, that Purchaser shall have the
unilateral right to extend the term of this Agreement pending receipt of such
instruments, properly executed, which either remove or release any and all
such liens, encumbrances or qualifications affecting Purchaser's enjoyment of
the Property. At Closing, payment shall be made to Owner in that amount
shown on the Closing Statement as "Net Cash to Seller," and Owner shall
deliver the Closing Documents to Purchaser in a form acceptable to Purchaser.
Purchaser shall be entitled to full possession of the Property at Closing.
Owner agrees to relocate any existing irrigation system located on the Property
including irrigation lines, electrical wiring and sprinkler valves, etc., prior to the
construction of the project without any further notification from Purchaser.
Owner assumes full responsibility for the relocation of the irrigation system on
the remainder property and its performance after relocation. Owner holds
County harmless for any and all possible damage to the irrigation system in the
event owner fails to relocate the irrigation system prior to construction of the
project.
If Owner elects to retain improvements and/or landscaping ( "Improvements ")
located on the Property, the Owner is responsible for their retrieval prior to the
construction of the project without any further notification from Purchaser.
Owner acknowledges that Purchaser has compensated Owner for the value of
the Improvements and yet Purchaser is willing to permit Owner to salvage the
Improvements as long as their retrieval is performed before construction and
without interruption or inconvenience to the County's contractor. All
Improvements not removed from the Property prior to construction of the
project commences shall be deemed abandoned by Owner.
This provision shall survive Closing and is not deemed satisfied by conveyance
of title.
Owner and Purchaser agree to do all things which may be required to give
effect to this Agreement immediately as such requirement is made known to
them or they are requested to do so, whichever is the earlier.
Owner agrees, represents and warrants the following:
(a) Owner has full right, power and authority to own and operate the
Property, to enter into and to execute this Agreement, to execute, deliver
and perform its obligations under this Aqreement and the instruments
executed in connection herewith, to undertake all actions and to perform
all tasks required of Owner hereunder and to consummate the
transaction contemplated hereby.
(b) Purchaser's acceptance of a deed to the said Property shall not be
deemed to be full performance and discharge of every agreement and
Agenda Item No. 16133
Pagegctober 27, 2009
Page 7 of ',22
obligation on the part of Owner to be performed pursuant to the
provisions of this Agreement.
(c) No party or person other than Purchaser has any right or option to
acquire the Property or any portion thereof.
(d) Until the date fixed for Closing, so long as this Agreement remains in
force and effect, Owner shall not encumber or convey any portion of the
Property or any rights therein, nor enter into any agreements granting any
person or entity any rights with respect to the Property, without first
obtaining the written consent of Purchaser to such conveyance,
encumbrance, or agreement which consent may be withheld by
Purchaser for any reason whatsoever.
(e) There are no maintenance, construction, advertising, management,
leasing, employment, service or other contracts affecting the Property.
(f) Owner has no knowledge that there are any suits, actions or arbitration,
administrative or other proceedings or governmental investigations or
requirements, formal or informal, existing or pending or threatened which
affect the Property or which adversely affect Owner's ability to perform
hereunder; nor is there any other charge or expense upon or related to
the Property which has not been disclosed to Purchaser in writing prior to
the effective date of this Agreement.
(g) Purchaser is entering into this Agreement based upon Owner's
representations stated in this Agreement and on the understanding that
Owner will not cause the physical condition of the Property to change
from its existing state on the effective date of this Agreement up to and
including the date of Closing. Therefore, Owner agrees not to enter into
any contracts or agreements pertaining to or affecting the Property and
not to do any act or omit to perform any act which would adversely affect
the physical condition of the Property or its intended use by Purchaser.
(h) The Property and all uses of the Property have been and presently are in
compliance with all Federal, State and Local environmental laws; that no
hazardous substances have been generated, stored, treated or
transferred on the Property except as specifically disclosed to the
Purchaser; that the Owner has no knowledge of any spill or
environmental law violation on any property contiguous to or in the vicinity
of the Property to be sold to the Purchaser, that the Owner has not
received notice and otherwise has no knowledge of a) any spill on the
Property, b) any existing or threatened environmental lien against the
Property or c) any lawsuit, proceeding or investigation regarding the
generation, storage, treatment, spill or transfer of hazardous substances
on the Property. This provision shall survive Closing and is not deemed
satisfied by conveyance of title.
8. Owner shall indemnify, defend, save and hold harmless the Purchaser against
and from, and reimburse the Purchaser with respect to, any and all damages,
claims, liabilities, laws, costs and expenses (including without limitation
reasonable paralegal and attorney fees and expenses whether in court, out of
court, in bankruptcy or administrative proceedings or on appeal), penalties or
fines incurred by or asserted against the Purchaser by reason or arising out of
the breach of any of Owner's representations under paragraph 7(h). This
provision shall survive Closing and is not deemed satisfied by conveyance of
title.
9. Purchaser shall pay all fees to record any curative instruments required to clear
title, all Warranty Deed recording fees, and any and all costs and /or fees
associated with securing and recording a Release or Subordination of any
mortgage, lien or other encumbrance recorded against the Property; provided,
Agenda Item No. 16133
PageQctober 27, 2009
Page 8 of;22
however, that any apportionment and distribution of the full compensation
amount in Paragraph 2 which may be required by any mortgagee, lien- holder
or other encumbrance - holder for the protection of its security interest, or as
consideration due to any diminution in the value of its property right, shall be
the responsibility of the Owner, and shall be deducted on the Closing
Statement from the compensation payable to the Owner per Paragraph 2. In
accordance with the provisions of Section 201.01, Florida Statutes, concerning
payment of documentary stamp taxes by Purchaser, Owner shall further pay all
documentary stamp taxes required on the instrument(s) of transfer, unless the
Property is acquired under threat of condemnation.
10. All ad valorem real estate taxes due on the Property during Owner's term of
possession, and all maintenance charges and assessments due from Owner,
for which a bill is rendered prior to closing, will be charged against Owner on
the closing statement. Real Property taxes shall be prorated based on the
current year's tax and paid by Owner. If Closing occurs at a date when the
current year's millage is not fixed, taxes will be prorated based upon such prior
year's millage.
11. This Agreement and the terms and provisions hereof shall be effective as of
the date this Agreement is executed by both parties and shall inure to the
benefit of and be binding upon the parties hereto and their respective heirs,
executors, personal representatives, successors, successor trustees, and /or
assignees, whenever the context so requires or admits.
12. If the Owner holds the Property in the form of a partnership, limited partnership,
corporation, trust or any form of representative capacity whatsoever for others,
Owner shall make a written public disclosure, according to Chapter 286, Florida
Statutes, under oath, of the name and address of every person having a
beneficial interest in the Property before the Property held in such capacity is
conveyed to Purchaser, its successors and assigns. (if the corporation is
registered with the Federal Securities Exchange Commission or registered
pursuant to Chapter 517, Florida Statutes, whose stock is for sale to the
general public, it is hereby exempt from the provisions of Chapter 286, Florida
Statutes.)
13. Conveyance of the Property by Owner is contingent upon no other provisions,
conditions, or premises other than those so stated herein; and this written
Agreement, including all exhibits attached hereto, shall constitute the entire
Agreement and understanding of the parties, and there are no other prior or
contemporaneous written or oral agreements, undertakings, promises,
warranties, or covenants not contained herein. No modification, amendment or
consensual cancellation of this Agreement shall be of any force or effect unless
made in writing and executed and dated by both Owner and Purchaser.
14. Should any part of this Agreement be found to be invalid, then such invalid part
shall be severed from the Agreement, and the remaining provisions of this
Agreement shall remain in full force and effect and not be affected by such
invalidity.
15. This Agreement is governed and construed in accordance with the laws of the
State of Florida.
Agenda Item No. 16133
Pagegctober 27, 2 09
Page 9 cf 22
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on
the date first above written.
AS TO PURCHASER:
DATED
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
BY:
Deputy Clerk DONNA FIALA, Chairman
AS TO OWNER: t
DATED: n�
Witness (Signature)
Name (Print or Type
Witness (Signature) ,.
Name (Print or Type)
Approved as to form and
legal sufficiency:
(i2Assistan C my Attorney
RICHARD E. PETERSON
EXHIBIT
Page I of I
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enda Item No. 16133
Gctober 21, 2009
e 1 of 22
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Agenda Item No. 1 B3
October 27, 2 09
Page 11 0 22
PROJECT: COLLIER BOULEVARD PROJECT # 68056
PARCEL: 155TCE
FOLIO NO.: 36617920000
TEMPORARY CONSTRUCTION EASEMENT AGREEMENT
THIS TEMPORARY CONSTRUCTION EASEMENT AGREEMENT (hereinafter
referred to as the "Agreement ") is made and entered into on this day of
, 20 , by and between RICHARD E. PETERSON, whose mailing
address is 4661 Dempster Street, Skokie, Illinois 60076 -2042 (hereinafter referred to as
"Owner "), and COLLIER COUNTY, a political subdivision of the State of Florida, its
successors and assigns, whose mailing address is 3301 Tamiami Trail East, Naples,
Florida 34112 (hereinafter referred to as "Purchaser ").
WHEREAS, the Purchaser requires a Temporary Construction Easement over,
under, upon and across the lands described in Exhibit "A" (hereinafter referred to as
"TCE "), which is attached hereto and made a part of this Agreement, for the purpose of
constructing roadway, sidewalk, drainage and utility facilities within the public right -of-
way immediately adjacent thereto; and
WHEREAS, the Owner desires to convey the TCE to the Purchaser for the stated
purposes, on the terms and conditions set forth herein; and
WHEREAS, the Purchaser has agreed to compensate the Owner for conveyance
of the TCE.
NOW THEREFORE, in consideration of these premises, the sum of Ten Dollars
($10.00), and other good and valuable consideration, the receipt and sufficiency of
which are hereby mutually acknowledged, it is agreed by and between the parties as
follows:
1. All of the above RECITALS are true and correct and are hereby expressly
incorporated herein by reference as if set forth fully below, and all Exhibits
referenced herein are made a part of this Agreement.
Owner shall convey the TCE to Purchaser for the sum of $1,100.00 subject to the
apportionment and distribution of proceeds pursuant to paragraph 8 of this
Agreement (said transaction hereinafter referred to as the "Closing "). Said
payment to Owner, payable by County Warrant, shall be full compensation for the
Easement conveyed, including all landscaping, trees, shrubs, improvements, and
fixtures located thereon, and shall be in full and final settlement of any damages
resulting to Owner's remaining lands, costs to cure, including but not limited to the
cost to relocate the existing irrigation system and other improvements, and the
cost to cut and cap irrigation lines extending into the Easement, and to remove all
sprinkler valves and related electrical wiring, and all other damages in connection
with conveyance of said Easement to Purchaser, including all attorneys' fees,
expert witness fees and costs as provided for in Chapter 73, Florida Statutes.
3. Prior to Closing, Owner shall obtain from the holders of any liens, exceptions
and /or qualifications encumbering the TCE, the execution of such instruments
which will remove, release or subordinate such encumbrances from the TCE upon
their recording in the public records of Collier County, Florida. Owner shall cause
to be delivered to Purchaser the items specified herein and the following
documents and instruments duly executed and acknowledged, in recordable form
(hereinafter referred to as "Closing Documents ") on or before the date of Closing:
(a) Temporary Construction Easement;
(b) Closing Statement;
(c) Grantor's Non - Foreign, Taxpayer Identification and "Gap" Affidavit;
Agenda Item No. 16133
October 27, 2009
Page 12 of 22
(d) W -9 Form; and
(e) Such evidence of authority and capacity of Owner and its representatives
to execute and deliver this agreement and all other documents required to
consummate this transaction, as reasonably determined by Purchaser,
Purchaser's counsel and /or title company.
Both Owner and Purchaser agree that time is of the essence. Therefore, Closing
shall occur within ninety (90) days from the date of execution of this Agreement by
the Purchaser; provided, however, that Purchaser shall have the unilateral right to
extend the term of this Agreement pending receipt of such instruments, properly
executed, which either remove or release any and all such liens, encumbrances or
qualifications affecting Purchaser's enjoyment of the TCE. At Closing, payment
shall be made to Owner in that amount shown on the Closing Statement as "Net
Cash to Seller," and Owner shall deliver the Closing Documents to Purchaser in a
form acceptable to Purchaser.
5. Owner and Purchaser agree to do all things which may be required to give effect
to this Agreement immediately as such requirement is made known to them or
they are requested to do so, whichever is the earlier.
Owner agrees, represents and warrants the following:
(a) Owner has full right, power and authority to own and operate the property
underlying the TCE, to enter into and to execute this Agreement, to
execute, deliver and perform its obligations under this Agreement and the
instruments executed in connection herewith, to undertake all actions and
to perform all tasks required of Owner hereunder and to consummate the
transaction contemplated hereby.
(b) Purchaser's acceptance of the TCE shall not be deemed to be full
performance and discharge of every agreement and obligation on the part
of Owner to be performed pursuant to the provisions of this Agreement.
(c) No party or person other than Purchaser has any right or option to acquire
the TCE or any portion thereof.
(d) Until the date fixed for Closing, so long as this Agreement remains in force
and effect, Owner shall not encumber or convey any portion of the
property underlying the TCE or any rights therein, nor enter into any
agreements granting any person or entity any rights with respect to the
TCE, without first obtaining the written consent of Purchaser to such
conveyance, encumbrance, or agreement, which consent may be withheld
by Purchaser for any reason whatsoever.
(e) There are no maintenance, construction, advertising, management,
leasing, employment, service or other contracts affecting the TCE.
(f) Owner has no knowledge that there are any suits, actions or arbitration,
administrative or other proceedings or governmental investigations or
requirements, formal or informal, existing or pending or threatened which
affect the TCE or which adversely affect Owner's ability to perform
hereunder; nor is there any other charge or expense upon or related to
the TCE which has not been disclosed to Purchaser in writing prior to the
effective date of this Agreement.
(g) Purchaser is entering into this Agreement based upon Owner's
representations stated in this Agreement and on the understanding that
Owner will not cause the physical condition of the property underlying the
TCE to change from its existing state on the effective date of this
Agreement up to and including the date of Closing. Therefore, Owner
-1
Agenda Item No. 16183
October 27, 2809
Page 13 of ,122
agrees not to enter into any contracts or agreements pertaining to or
affecting the property underlying the TCE and not to do any act or omit to
perform any act which would change the physical condition of the property
underlying the TCE or its intended use by Purchaser.
(h) The property underlying the TCE, and all uses of the said property, have
been and presently are in compliance with all Federal, State and Local
environmental laws; that no hazardous substances have been generated,
stored, treated or transferred on the property underlying the TCE except
as specifically disclosed to the Purchaser; that the Owner has no
knowledge of any spill or environmental law violation on the property
contiguous to or in the vicinity of the TCE to be sold to the Purchaser, that
the Owner has not received notice and otherwise has no knowledge of: a)
any spill on the property underlying the TCE; b) any existing or
threatened environmental lien against the property underlying the TCE; or
c) any lawsuit, proceeding or investigation regarding the generation,
storage, treatment, spill or transfer of hazardous substances on the
property underlying the TCE. This provision shall survive Closing and is
not deemed satisfied by conveyance of title.
7. Owner shall indemnify, defend, save and hold harmless the Purchaser against and
from, and reimburse the Purchaser with respect to, any and all damages, claims,
liabilities, laws, costs and expenses (including without limitation reasonable
paralegal and attorney fees and expenses whether in court, out of court, in
bankruptcy or administrative proceedings or on appeal), penalties or fines incurred
by or asserted against the Purchaser by reason or arising out of the breach of any
of Owner's representations under paragraph 6(h). This provision shall survive
Closing and is not deemed satisfied by conveyance of title.
Purchaser shall pay all fees to record any curative instruments required to clear
title, all TCE recording fees, and any and all costs and /or fees associated with
securing and recording a Release or Subordination of any mortgage, lien or other
encumbrance recorded against the property underlying the TCE; provided,
however, that any apportionment and distribution of the full compensation amount
in Paragraph 2 which may be required by any mortgagee, lien- holder or other
encumbrance - holder for the protection of its security interest, or as consideration
due to any diminution in the value of its property right, shall be the responsibility of
the Owner, and shall be deducted on the Closing Statement from the
compensation payable to the Owner per paragraph 2. In accordance with the
provisions of Section 201.01, Florida Statutes, concerning payment of
documentary stamp taxes by Purchaser, Owner shall further pay all documentary
stamp taxes required on the instrument(s) of transfer, unless this Easement is
acquired under threat of condemnation.
The term of the TCE shall be 1,095 days (three years), which term shall
commence upon the recording of a Temporary Construction Easement in the
Public Records of Collier County. In the event that the construction of the public
facilities has not been completed within the initial term of the TCE, Purchaser
reserves the right to record in the Public Records of Collier County a Notice of
Time Extension which shall extend the term of the TCE for one (1) additional year
only. Owner shall be provided with a copy of the recorded Notice of Time
Extension.
10. This Agreement and the terms and provisions hereof shall be effective as of the
date this Agreement is executed by both parties and shall inure to the benefit of
and be binding upon the parties hereto and their respective heirs, executors,
personal representatives, successors, successor trustee, and /or assignees,
whenever the context so requires or admits.
11. If the Owner holds the property underlying the TCE in the form of a partnership,
limited partnership, corporation, trust or any form of representative capacity
whatsoever for others, Owner shall make a written public disclosure, according to
Agenda Item No. 16133
October 27, 2009
Page 14 of 22
Chapter 286, Florida Statutes, under oath, of the name and address of every
person having a beneficial interest in the property underlying the TCE before the
TCE held in such capacity is conveyed to Purchaser, its successors and assigns.
(If the corporation is registered with the Federal Securities Exchange Commission
or registered pursuant to Chapter 517, Florida Statutes, whose stock is for sale to
the general public, it is hereby exempt from the provisions of Chapter 286, Florida
Statutes.)
12. Conveyance of the TCE, or any interest in the property underlying the TCE, by the
Owner is contingent upon no other provisions, conditions, or premises other than
those so stated herein; and this written Agreement, including all exhibits attached
hereto, shall constitute the entire agreement and understanding of the parties, and
there are no other prior or contemporaneous written or oral agreements,
undertakings, promises, warranties, or covenants not contained herein. No
modification, amendment or cancellation of this Agreement shall be of any force or
effect unless made in writing and executed and dated by both Owner and
Purchaser.
13. Should any part of this Agreement be found to be invalid, then such invalid part
shall be severed from the Agreement, and the remaining provisions of this
Agreement shall remain in full force and effect and not be affected by such
invalidity.
14. This Agreement is governed and construed in accordance with the laws of the
State of Florida.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on
the date first above written.
AS TO PURCHASER:
DATED:
ATTEST:
DWIGHT E. BROCK, Clerk
Deputy Clerk
AS TO OWNER:
DATED: C4 —2,
Witness (Sig
'Name (Print or Type)
Witness (Signature)
Name (Print or Type)
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
am
DONNA FIALA, Chairman
RICHARD E. PETERSON
Agenda Item No. 16133
October 27, 2009
Page 15 of 22
STATE OF
COUNTY OF
The foregoing Temporary Construction Easement Agreement was acknowledged
bef re me this 22nd day of : [f p4cM.bee— 20Q, by
Eck aA E. k- k rs,, , who:
is personally known to me
OR
X produced '1111'nc)s bt) yet''s Li(ense as proof of
identity.
(affix notarial seal)
„nrri '1A1✓ SLAL°
JACQUELINE K. PEARL
Notary Public State of Illinois
M Commission Er,Gires 3112112
Approved as to form and
legal sufficiency:
iL Assistant Co my Attorney
L" �, k . `P.Qa, -2
( i na e of Notary Public)
(Print N4me of Notary Public)
Serial / Commission # (if any):
My Commission Expires: R112)(2-
Agenda Item Nc
October 2
e1
is
PROPOSED TEMPORARY
CONSTRUCTION EASEMENT—,
PARCEL 155TCE
TRACT 118
GOLDEN CATE ESTATES
UNIT 1
PLAT BOOK 4, PAGE 73
PETERSON
OR 528/124
TEMPORARY
CONSTRUCTION EASEMENT
X W, VvH_ �)F '.!!,Y D ijr DURATION YEARS.
LEGAL DESCRIPTION FOR PARCEL 155TCE
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PROPOSED TE-MFORARY 0()1STI:UCTION EASEMENT
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PARCEL 15510E
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Pursuant to your request, an inspection and valuation analysis has been completed of the
above referenced property for the purpose of estimating the market value of the property rights
and improvements (if any) which are proposed to be acquired, together with all diminution in
value to the remainder land and improvements (if any) which can be attributed to the proposed
use of, or activity upon, the proposed acquisition areas (Parcel Nos. 155 Fee and 155 TCE).
' The Appraisal Standards Board of the Appraisal Foundation adopted the "2008 -2009 Uniform
Standards of Professional Appraisal Practice" (USPAP) on June 8, 2007. The 2008 -2009
standards became effective January 1, 2008 through December 31, 2009. In compliance with
Standards Rule 2 -2(b), the appraiser is communicating to the reader a "Summary Appraisal
' Report ", one of the three reporting options allowed under Standards Rule 2 -2.
To estimate the compensation due the property owner, the appraiser has estimated the "as is"
market value of the undivided fee simple interest in the parent tract before and after the
proposed acquisition. Accordingly, as of the date of value, February 4, 2008, the appraiser
has utilized the hypothetical condition assuming the proposed acquisition and the
' proposed roadway improvements have been completed. A hypothetical condition is
contrary to what exists but is supposed for the purpose of analysis. Hypothetical conditions
assume conditions contrary to known facts about physical, legal, or economic characteristics of
the parent tract; or about conditions external to the property, such as market conditions or
' trends; or about the integrity of data used in an analysis.
The parent tract of this appraisal assignment Is an unimproved tract of land located at the
northwest corner of Collier Boulevard (CR 951) and 7" Avenue S.W. in Collier County, Naples,
Florida The parent tract owner of record is listed on the 2008 Collier County Tax Roll as
is
J
' 1633 S.E. 41" Street • Cape Coral • Florida 33904 -7470
239- 542 -2311 • Fax 239 - 542 -4995 • Email awilcoxmaisra @comcast.net
Prepared for and property of Collier County Board of Commissioners.
Agenda Item No. 1683
'
Reliance upon the appraisal for other uses is not warranted.
October 27, 2009
Page 18 of 22
Wilcox Appraisal Services, Inc.
i (( Appraisal
II
.���I I II Institute'"
Prgfisvwrai, Pmntding
February 4, 2008
Real I",;ra<,-S'd work
Wilcox Appraisal Services, Inc. is
Harry Henderson, SRA, Review Appraiser
committed to the highest degree of
'
Transportation Right -of -Way Group
professionalism with all of our
appraisers being designated members
2885 South Horseshoe Drive
of the Appraisal Institute.
Naples, Florida 34104
'
Re: Summary Appraisal Report Number: 07 -06 -01 (Parcel Nos.
155 Fee and 155 TCE).
Project: Widening of Collier Boulevard (CR 951).
Parcel Nos.. 155 Fee and 155 TCE.
Parent Tract: 5.303 Acre Vacant Tract.
'
Improvements: None.
Location: The parent tract is located at the
northwest corner of Collier
Boulevard (CR 951) and 7" Avenue S.W.
in Collier County, Naples,
+�
Florida.
Owner: Richard E. Peterson
Date of Value: February 4, 2008 (Date of Most Recent
Inspection).
Dear Mr. Henderson:
Pursuant to your request, an inspection and valuation analysis has been completed of the
above referenced property for the purpose of estimating the market value of the property rights
and improvements (if any) which are proposed to be acquired, together with all diminution in
value to the remainder land and improvements (if any) which can be attributed to the proposed
use of, or activity upon, the proposed acquisition areas (Parcel Nos. 155 Fee and 155 TCE).
' The Appraisal Standards Board of the Appraisal Foundation adopted the "2008 -2009 Uniform
Standards of Professional Appraisal Practice" (USPAP) on June 8, 2007. The 2008 -2009
standards became effective January 1, 2008 through December 31, 2009. In compliance with
Standards Rule 2 -2(b), the appraiser is communicating to the reader a "Summary Appraisal
' Report ", one of the three reporting options allowed under Standards Rule 2 -2.
To estimate the compensation due the property owner, the appraiser has estimated the "as is"
market value of the undivided fee simple interest in the parent tract before and after the
proposed acquisition. Accordingly, as of the date of value, February 4, 2008, the appraiser
has utilized the hypothetical condition assuming the proposed acquisition and the
' proposed roadway improvements have been completed. A hypothetical condition is
contrary to what exists but is supposed for the purpose of analysis. Hypothetical conditions
assume conditions contrary to known facts about physical, legal, or economic characteristics of
the parent tract; or about conditions external to the property, such as market conditions or
' trends; or about the integrity of data used in an analysis.
The parent tract of this appraisal assignment Is an unimproved tract of land located at the
northwest corner of Collier Boulevard (CR 951) and 7" Avenue S.W. in Collier County, Naples,
Florida The parent tract owner of record is listed on the 2008 Collier County Tax Roll as
is
J
' 1633 S.E. 41" Street • Cape Coral • Florida 33904 -7470
239- 542 -2311 • Fax 239 - 542 -4995 • Email awilcoxmaisra @comcast.net
Agenda Item No. 16133
October 27, 2009
Page No. 2 Prepared for and property of Collilgageut%of 22
February 4, 2008 Board of Commissioners. Reliance upon the
Harry Henderson, SRA, Review Appraiser appraisal for other uses is not warranted.
Richard E. Peterson The property is identified as Folio No. 36617920000 and S.T.R.A.P. No.
325600 118 04810 in the Collier County Property Appraiser's Office.
The parent tract contains 5.303 acres of gross land area and is rectangular in shape.
Specifically, the parent tract has an eastern property line along Collier Boulevard (CR 951) that
measures 350 feet; with a depth there from along the southern property line and along 7'h
Avenue S.W. that measures 660 feet, with a depth there from along the northern property line
that measures 660 feet; and a western property line that measures 350 feet.
The parent tract benefits from 350 feet of frontage along the westerly right -of -way of Collier
Boulevard (CR 951) and from 660 feet of frontage along the northerly right -of -way of 7`h Avenue
S.W. Collier Boulevard (CR 951) is an arterial, median divided, four lane, paved roadway. 7`h
Avenue S.W. is a local, undivided, two lane, paved roadway.
The available utilities to the parent tract include telephone, electrical service and emergency
services. Drinking water would be typically provided by a private well. Wastewater would be
typically disposed of by a private septic tank and drain field combination.
The parent tract is a level tract that is covered with natural vegetation. The parent tract is
situated within an area designated Flood Zone X in the Federal Emergency Management Flood
Rate Maps, Community Panel Number 120067 0425 D, and dated June 3, 1986. Flood Zone X
identifies areas located within the 500 -year flood plain. Flood hazard insurance is not required.
Based on the appraiser's review of the United States Department of Agriculture's Soil Survey of
Collier County, Florida, the parent tract is located in an area with predominant soil types that
-� includes No. 14, Pineda Fine Sand, Limestone Substratum; and No. 18, Riviera Fine Sand,
Limestone Substratum. It is important to bring to the reader's attention that the information
reported above related to the predominant soil group(s) on or near the parent tract, are general
in nature, and may or may not apply specifically to the soil group(s) located on the parent tract.
The parent tract is presumed to be unencumbered by current county, state, and federal
regulations related to certain areas being considered to be jurisdictional based upon vegetation
classifications and /or wildlife species. It is important for the reader to be advised that no
environmental studies of the parent tract have been provided to the appraiser.
The parent tract is designated Estates Designation on the Collier County Future Land Use Map,
within the Residential Estates Sub - district, and is further regulated by the Golden Gate Area
Master Plan. Furthermore, the parent tract is zoned E, Estates District, according to the Collier
County Land Development Code.
The parent tract is encumbered by a 50 -foot wide road right -of -way easement along the
southern property line and along the property's existing frontage to 71h Avenue S W. The
appraiser is not aware of any other easements or restrictive covenants which might adversely
affect the market value and development of the parent tract before the taking. However, the
reader is advised that the appraiser has not been provided any title information.
' Based on the analysis of the legally permissible, physically possible, financially feasible and
maximally productive uses of the parent tract, the highest and best use ''as though vacant" is
estimated to be potential single - family residential development up to a maximum density of two
single family residential units.
7I
' Wilcox Appraisal Services, Inc.
t
C
I
r
L
Page No. 3
February 4, 2008
Harry Henderson, SRI, Review .-appraiser
Agenda Item No. 16133
October 27, 2009
Prepared for and property of CollilFiaga-Dgr of 22
Board of Commissioners. Reliance upon the
appraisal for other uses is not warranted.
The proposed acquisition areas will be utilized for the widening of Collier Boulevard (CR 951).
Parcel No. 155 Fee is a proposed fee simple acquisition area that consists of a strip taking
along the westerly right -of -way of Collier Boulevard (CR 951). Parcel No. 155 Fee contains
0.281 acres (12,250 square feet) of gross land area and is rectangular in shape. Specifically,
the Parcel No. 155 Fee has an eastern property line along Collier Boulevard (CR 951) that
measures 350 feet; with a depth there from along the northern and southern property lines that
measure 35 feet; and a western property line that measures 350 feet. No significant
improvements are located within the Parcel No. 155 Fee.
Parcel No. 155 TCE is a proposed 36 -month temporary construction easement. Parcel No. 155
TCE is located immediately west and adjacent of Parcel No. 155 Fee, Parcel No. 155 TCE
contains 0.034 acres (1,500 square feet) of gross land area and is rectangular in shape.
Specifically, Parcel No. 155 TCE has an eastern property line that measures 300 feet; with a
depth there from along the northern and southern property lines that measure 5 feet; and a
western property line that measures 300 feet. All improvements, if any, located within Parcel
No. 155 TCE that may be affected by the proposed 36 -month temporary construction easement
will be restored by Collier County to a like or better condition than before the taking.
After the taking, the remainder property has been reduced in size from 5.303 acres of gross
land area to 5.022 acres and is still rectangular in shape. Specifically, the remainder property
has an eastern property line along Collier Boulevard (CR 951) that measures 350 feet; with a
depth there from along the northern and southern property lines that measure 625 feet; and a
rear, western property line that measures 350 feet. The remainder property's overall roadway
frontage, availability to utilities, topography, land use designation, and zoning are unchanged.
In addition, the remainder property will be encumbered by Parcel No. 155 TCE.. a proposed 36-
month temporary construction easement. The highest and best use of the remainder property
"as vacant" is estimated to remain the same as before the taking, potential single - family
residential development up to a maximum density of two single family residential units. Finally,
the remainder property is not considered to be damaged due to the taking of the proposed
acquisition areas.
The intended use of the appraisal is understood to be for use as a basis of value for
determining full compensation to the property owner for the loss of the real estate resulting from
the property rights and improvements (if any) which are proposed to be acquired, including all
diminution in value to the remainder land and improvements (if any) which can be attributed to
the use of, or activity upon, the proposed acquisition areas (Parcel Nos 155 Fee and 155 TCE).
Market Value is defined as "the most probable price which a property should bring in a
competitive and open market under all conditions requisite to a fair sale. the buyer and seller
each acting prudently and knowledgeably, and assuming the price is not affected by undue
stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the
passing of title from seller to buyer under conditions whereby:
1. buyer and seller are typically motivated;
2. both parties are well informed or well advised, and acting in what they consider their
own best interests;
' 3. a reasonable time is allowed for exposure in the open market;
4. payment is made in terms of cash in United States dollars
arrangements comparable thereto: and
Wilcox Appraisal Services, Inc.
or in terms of financial
Agenda Item No. 16133
' October 27, 2009
Page No. 4 Prepared for and property of Colli @pggu%kof 22
February 4, 2008 Board of Commissioners. Reliance upon the
Harry Henderson, SRA, Review appraiser
appraisal for other uses is not warranted.
5. the price represents the normal consideration for the property sold unaffected by
special or creative financing or sales concessions granted by anyone associated
with the sale ".
Source: Uniform Standards of Professional Appraisal Practice 2003 Edition, The
' Appraisal Foundation, Washington, D.C., Glossary, Page 224.
This letter of transmittal precedes the full narrative appraisal report, further describing the
' property and containing the reasoning and most pertinent data leading to the final value
estimates. Your attention is directed to the "General Assumptions ", "General Limiting
Conditions ", and "Certificate of Appraisal', which are considered usual for this type of
assignment and have been included in the addendum of this report.
' Unless otherwise stated in this report, the existence of hazardous substances, including without
limitation, asbestos, polychlorinated biphenyls, petroleum leakage, or agricultural chemicals,
which may or may not be present on the property, or other environmental conditions, were not
called to the attention of nor did the appraiser become aware of such during the inspection.
The appraiser has no knowledge of the existence of such materials on or in the property unless
otherwise stated. The appraiser, however, is not qualified to test for such substance or
conditions. If the presence of such substances, such as asbestos, urea, formaldehyde foam
insulation, or other hazardous substances or environmental conditions, may affect the value of
the property, the value estimated is predicated on the assumption that there is no such
condition on or in the property or in such proximity thereto that it would cause a loss in value.
No responsibility is assumed for any such conditions or for any expertise or engineering
knowledge required to discover them. Furthermore, the appraiser is not an expert in the
determination of jurisdictional wetlands or non - jurisdictional uplands.
By reason of my investigation and analysis, data contained in this report, and my experience in
the real estate appraisal business, it is my opinion that the amount due the property owner, as a
result of the loss of real estate resulting from the property rights and improvements (if any)
which are proposed to be acquired, including all diminution in value to the remainder land and
' improvements (if any) which can be attributed to the use of or activity upon the proposed
acquisition areas (Parcel Nos. 155 Fee and 155 TCE), as of February 4, 2008, is:
Wilcox Appraisal Services, Inc.
Agenda Item No. 16133
'
Page No. 5 Prepared for and property
October 27, 2009
of ColliFfd¢J". jof 22
February 4, 2008 Board of Commissioners.
Reliance upon the
Hari-v Henderson, SRA, Review appraiser appraisal for other uses
is not warranted.
PARCEL NO. 155 Fee:
'
Value of the Land Taken:
$30,900
Value of the Improvements Taken:
0
Severance Damages:
0
'
Net Cost to Cure:
0
TOTAL AMOUNT DUE OWNER (PARCEL NO. 155 Fee):
$30,900
PARCEL NO. 155 TCE:
'
Value of the Land Property Rights Taken:
$1,100
Value of the Improvements Taken:
0
Severance Damages:
0
'
Net Cost to Cure
0
TOTAL AMOUNT DUE OWNER (PARCEL NO. 155 TCE):
$1,100
'
TOTAL AMOUNT DUE OWNER (ALL PARCELS):
$32,000
Respectfully submitted,
WILCOX APPRAISAL SERVICES, INC.
'
R. Alan Wilcox, MAI, SRA
State - Certified General Real Estate Appraiser
RZ 306
Wilcox Appraisal Services, Inc.