Agenda 09/10/2019 Item #16A26 (Water/Sewer Facilities at Coach Homes 1 at Esplanade)09/10/2019
EXECUTIVE SUMMARY
Recommendation to approve final acceptance and accept the conveyance of the potable water and
sewer utility facilities for Coach Homes I at Esplanade, PL20170003803 and to authorize the
County Manager, or his designee, to release the Utilities Performance Security (UPS) and Final
Obligation Bond in the total amount of $14,262.39 to the Project Engineer or the Developer’s
designated agent.
OBJECTIVE: To have the Board of County Commissioners, as Ex-Officio Governing Board of the
Collier County Water-Sewer District, approve final acceptance and accept the conveyance of these
potable water and sewer facilities and to release the Utilities Performance Security (UPS) and Final
Obligation Bond in the total amount of $14,262.39, in accordance with the Collier County Utility
Standards and Procedures, Ordinance No. 2004-31.
CONSIDERATIONS:
1) The Developer of Coach Homes I at Esplanade, has constructed the potable water and sewer
facilities within dedicated easements to serve this development. (See attached location map). The
potable water and sewer facilities were offered for conveyance to the County, as described in OR
Book 5511, Page 1138 of the Public Records of Collier County, Florida.
2) Preliminary acceptance of these utility faciliti es was approved by the Development Review staff on
May 14, 2018. At that time, the value of these potable water and sewer utility facilities (assets) was
$28,400.42 and $17,846.88, respectively.
3) Staff recorded all preliminary acceptance documents associated with the facilities being conveyed to
the County in the public records of Collier County, which were reviewed and approved by the
County Attorney’s office as to form and legality. The County acquired its record interest by Utility
Facilities Warranty Deed, and Bill of Sale recorded in Official Records Book 5511, at Page 1138, of
the Public Records of Collier County, Florida (“The Utilities Facilities Deed”).
4) The potable water and sewer utility facilities have been operated and maintained during the required
one (1) year warranty period, following preliminary acceptance.
5) A final inspection to discover defects in materials and workmanship has been conducted by the
Development Review staff on June 20, 2019, in coordination with Public Utilities and these facilities
have been found to be satisfactory and acceptable.
6) Staff recommends final acceptance of the subject utility facilities and to release the Utility
Performance Security (UPS) and Final Obligation Bond in the total amount of $14,262.39. Staff
also recommends acceptance of the Utilities Facilities Deed and the facilities described therein.
7) This final acceptance is in accordance with Collier County Ordinance No. 2004 -31, as amended.
8) Staff is unaware of any issues that would ser ve to negate the recommendation to release the
applicable security.
FISCAL IMPACT: Approval of this Executive Summary will result in the Collier County Water -Sewer
District receiving title to the utility facilities, which at the time of preliminary accept ance, had a total
gross value of $46,247.30 (no depreciation applied) and an asset will be recorded in the financial records
16.A.26
Packet Pg. 681
09/10/2019
of the county.
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
action.
LEGAL CONSIDERATIONS: This item has been approved as to form and legality, and requires a
majority vote for Board approval - SAA
RECOMMENDATION: To approve final acceptance and accept the conveyance of the potable water
and sewer utility facilities for Coach Homes I at Esplanade, PL20170003803, accept the conveyance of
the Utilities Facilities Deed and the facilities described therein, and to authorize the County Manager, or
his designee, to release the Utilities Performance Security (UPS) and Final Obligation Bond in the tota l
amount of $14,262.39 to the Project Engineer or the Developer’s designated agent.
Prepared by: Lucia S. Martin, Technician, Development Review Division
ATTACHMENT(S)
1. Location Map (PDF)
2. Exhibit A (PDF)
3. Assets Sheet (PDF)
4. Warranty Deed and Bill of Sale (PDF)
16.A.26
Packet Pg. 682
09/10/2019
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.26
Doc ID: 9493
Item Summary: Recommendation to approve final acceptance and accept the conveyance of the
potable water and sewer utility facilities for Coach Homes I at Esplanade, PL2 0170003803 and to
authorize the County Manager, or his designee, to release the Utilities Performance Security (UPS) and
Final Obligation Bond in the total amount of $14,262.39 to the Project Engineer or the Developer’s
designated agent.
Meeting Date: 09/10/2019
Prepared by:
Title: Technician – Growth Management Development Review
Name: Lucia Martin
06/27/2019 1:41 PM
Submitted by:
Title: Project Manager, Principal – Growth Management Department
Name: Matthew McLean
06/27/2019 1:41 PM
Approved By:
Review:
Water Pamela Libby Additional Reviewer Completed 06/27/2019 1:51 PM
Wastewater Steve Nagy Additional Reviewer Completed 06/27/2019 1:52 PM
Growth Management Department Judy Puig Level 1 Reviewer Completed 06/27/2019 2:08 PM
Water Steve Messner Additional Reviewer Completed 06/27/2019 3:00 PM
Wastewater Beth Johnssen Additional Reviewer Completed 06/27/2019 3:21 PM
Growth Management Operations & Regulatory Management Rose Burke Additional Reviewer Completed 07/02/2019 11:39 AM
Engineering & Natural R esources Jack McKenna Additional Reviewer Completed 07/16/2019 4:17 PM
Public Utilities Planning and Project Management Tom Chmelik Additional Reviewer Completed 07/30/2019 8:56 AM
Growth Management Department Matthew McLean Additional Reviewer Completed 07/31/2019 4:34 PM
Growth Management Department Thaddeus Cohen Department Head Review Completed 08/01/2019 12:55 PM
Growth Management Department James C French Deputy Department Head Review Completed 08/01/2019 1:31 PM
County Attorney's Office Sally Ashkar Level 2 Attorney Review Completed 08/19/2019 2:42 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 08/19/2019 3:05 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 08/21/2019 4:16 PM
Office of Management and Budget Laura Zautcke Additional Reviewer Completed 08/22/2019 3:53 PM
16.A.26
Packet Pg. 683
09/10/2019
County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 08/26/2019 2:27 PM
Board of County Commissioners MaryJo Brock Meeting Pending 09/10/2019 9:00 AM
16.A.26
Packet Pg. 684
COACH HOMES I AT ESPLANADE
LOCATION MAP
16.A.26.a
Packet Pg. 685 Attachment: Location Map (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
Exhibit A
Utilities Performance Security (UPS) and Final Obligation Bond
Amount Receipt Number
10% UPS Bond $4,672.96 2017458396
10% UPS Bond $5,589.43 2018463108
Final Obligation Bond $4,000.00 2017448493
Total Amount $14,262.39
The 10% UPS Bond, if applicable, is based on the total amount of the water and/or sewer
utilities being installed for the whole project which includes material and labor. The
contributory assets reflect the cost of materials, not labor and are based on the assets of
which the county will be owning and maintaining.
Final Obligation Bond, if applicable, in accordance with Utility Ordinance 2004-31
Attachments:
1. Verification of Final Cost
2. Receipt of Payment
16.A.26.b
Packet Pg. 686 Attachment: Exhibit A (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.bPacket Pg. 687Attachment: Exhibit A (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.bPacket Pg. 688Attachment: Exhibit A (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2017458396
Transaction Number:2017-081872
Date Paid:12/18/2017
Amount Due:$4,672.96
Payment Details:Payment Method Amount Paid Check Number
Check $4,672.96 1407000002299
Amount Paid:$4,672.96
Change / Overage:$0.00
Contact:TAYLOR MORRISON ESPLANADE NAPLES LLC
4900 N SCOTTSDALE RD #2000
NAPLES , FL 85251
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Refundable Bonds PL20170003803 $4,672.96 $4,672.96 670-000000-220113
Cashier Name:AlinaHarris
Batch Number:6934
Entered By: LuciaMartin
16.A.26.b
Packet Pg. 689 Attachment: Exhibit A (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2018463108
Transaction Number:2018-001856
Date Paid:01/09/2018
Amount Due:$5,589.43
Payment Details:Payment Method Amount Paid Check Number
Check $5,589.43 14070-00002321
Amount Paid:$5,589.43
Change / Overage:$0.00
Contact:TAYLOR MORRISON ESPLANADE NAPLES LLC
4900 N SCOTTSDALE RD # 2000
,
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Refundable Bonds PL20170003803 $5,589.43 $5,589.43 670-000000-220113
Cashier Name:AlinaHarris
Batch Number:6975
Entered By: LuciaMartin
16.A.26.b
Packet Pg. 690 Attachment: Exhibit A (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2017448493
Transaction Number:2017-071969
Date Paid:11/09/2017
Amount Due:$4,000.00
Payment Details:Payment Method Amount Paid Check Number
Check $4,000.00 1407000002177
Amount Paid:$4,000.00
Change / Overage:$0.00
Contact:TAYLOR MORRISON ESPLANDE NAPLES LLC
4900 N SCOTTSDALE RD # 2000
SCOTTSDALE , AZ 85251
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Utility Performance
Refundable Bond
PL20170003803 $4,000.00 $4,000.00 670-000000-220113
Cashier Name:LeaDerence
Batch Number:6846
Entered By: LuciaMartin
16.A.26.b
Packet Pg. 691 Attachment: Exhibit A (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.cPacket Pg. 692Attachment: Assets Sheet (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.cPacket Pg. 693Attachment: Assets Sheet (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.d
Packet Pg. 694 Attachment: Warranty Deed and Bill of Sale (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.d
Packet Pg. 695 Attachment: Warranty Deed and Bill of Sale (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.dPacket Pg. 696Attachment: Warranty Deed and Bill of Sale (9493 : Final Acceptance of Utilities - Coach Homes I at
16.A.26.dPacket Pg. 697Attachment: Warranty Deed and Bill of Sale (9493 : Final Acceptance of Utilities - Coach Homes I at
16.A.26.d
Packet Pg. 698 Attachment: Warranty Deed and Bill of Sale (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)
16.A.26.d
Packet Pg. 699 Attachment: Warranty Deed and Bill of Sale (9493 : Final Acceptance of Utilities - Coach Homes I at Esplanade)