Agenda 10/08/2019 Item #16A 4 (Joint Replacement Institute Acceptance & Bond Release)10/08/2019
EXECUTIVE SUMMARY
Recommendation to approve final acceptance of the potable water and sewer facilities for Joint
Replacement Institute, PL20180002249, accept the conveyance of a portion of the potable water
facilities, 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 $6,130 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 of the potable water and sewer facilities,
accept the conveyance of a portion of the potable water facilities, and to release the Utilities Performance
Security (UPS) and Final Obligation Bond in the total amount of $6,130, in accordance with the Collier
County Utility Standards and Procedures, Ordinance No. 2004-31.
CONSIDERATIONS:
1) The Developer of Joint Replacement Institute has constructed the potable water and sewer facilities
within dedicated easements to serve this private development (see attached location map). A portion
of the potable water facilities was offered for conveyance to the County, as described in Official
Records (O.R.) Book 5553, Page (PG) 472. The remaining potable water and all of the sewer
facilities will be private.
2) Preliminary acceptance of these utility facilities was approved by the Development Review staff on
August 23, 2018. At that time, the value of these potable water utility facilities (assets) was $3,349.
(See attached asset sheet).
3) Staff recorded all preliminary acceptance documents associated with the potable water facilities
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 interest in a portion
of the potable water facilities by Utilities Facilities Warranty Deed, and Bill of Sale recorded in
Official Records Book 5553, at page 472 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 staff on
August 28, 2019, in coordination with Public Utilities, and these facilities have been found to be
satisfactory and acceptable.
6) The on-site potable water and sewer utilities, less the potable water utilities described in O.R. Book
5553, PG 472, are owned and maintained by the developer.
7) 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 $6,130. (See attached
Exhibit A). Staff also recommends acceptance of the Utilities Facilities Deed and the facilities
described in the Certification of Contributory Assets, which is attached to this Executive Summary.
8) This final acceptance is in accordance with Collier County, Ordinance No. 2004-31, as amended.
16.A.4
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10/08/2019
9) Staff is unaware of any issues that would serve 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 a portion of the potable water utility facilities, which at the time of preliminary
acceptance, had a total gross value of $3,349 (no depreciation applied) and an asset will be recorded in the
financial records 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 of the potable water and sewer facilities for Joint
Replacement Institute, PL20180002249, accept the conveyance of the Utilities Facilities Deed and the
facilities described in the Certification of Contributory Assets 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 $6,130 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. Contributory Assets (PDF)
4. Warranty Deed and Bill of Sale (PDF)
16.A.4
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10/08/2019
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.4
Doc ID: 10031
Item Summary: Recommendation to approve final acceptance of the potable water and sewer
facilities for Joint Replacement Institute, PL20180002249, accept the conveyance of a portion of the
potable water facilities, 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 $6,130 to the Project
Engineer or the Developer’s designated agent.
Meeting Date: 10/08/2019
Prepared by:
Title: Technician – Growth Management Development Review
Name: Lucia Martin
08/30/2019 12:43 PM
Submitted by:
Title: Project Manager, Principal – Growth Management Department
Name: Matthew McLean
08/30/2019 12:43 PM
Approved By:
Review:
Growth Management Operations & Regulatory Management Rose Burke Additional Reviewer Completed 09/03/2019 8:23 AM
Water Steve Messner Additional Reviewer Completed 09/03/2019 10:20 AM
Growth Management Development Review Marcus Berman Additional Reviewer Completed 09/03/2019 2:30 PM
Water Pamela Libby Additional Reviewer Completed 09/03/2019 2:36 PM
Engineering & Natural Resources Jack McKenna Additional Reviewer Completed 09/03/2019 3:30 PM
Growth Management Department Judy Puig Level 1 Reviewer Completed 09/05/2019 2:27 PM
Growth Management Department Matthew McLean Additional Reviewer Completed 09/06/2019 1:52 PM
Growth Management Department James C French Deputy Department Head Review Completed 09/11/2019 3:57 PM
Growth Management Department Thaddeus Cohen Department Head Review Completed 09/13/2019 9:31 AM
County Attorney's Office Sally Ashkar Level 2 Attorney Review Completed 09/17/2019 8:23 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/17/2019 2:12 PM
Office of Management and Budget Laura Wells Level 3 OMB Gatekeeper Review Completed 09/24/2019 2:05 PM
Office of Management and Budget Laura Zautcke Additional Reviewer Completed 09/24/2019 3:48 PM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 09/29/2019 5:36 PM
Board of County Commissioners MaryJo Brock Meeting Pending 10/08/2019 9:00 AM
16.A.4
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JOINT REPLACEMENT INSTITUTE
LOCATION MAP
16.A.4.a
Packet Pg. 471 Attachment: Location Map (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
Exhibit A
Utilities Performance Security (UPS) and Final Obligation Bond
Amount Receipt Number
10% UPS Bond $2,130 2018530204
Final Obligation Bond $4,000 2018530204
Total Amount $6,130
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.4.b
Packet Pg. 472 Attachment: Exhibit A (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
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Digitally signed by Jenna
Woodward PE#84212
State of FL
Date: 2018.07.20 15:18:42
-04'00'
16.A.4.b
Packet Pg. 473 Attachment: Exhibit A (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
16.A.4.b
Packet Pg. 474 Attachment: Exhibit A (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2018530204
Transaction Number:2018-068952
Date Paid:08/08/2018
Amount Due:$6,130.00
Payment Details:Payment Method Amount Paid Check Number
Check $6,130.00 1074
Amount Paid:$6,130.00
Change / Overage:$0.00
Contact:Henry Briggs
181 Eugenia Dr
Naples, FL 34108
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Refundable Bonds PL20180002249 $6,130.00 $6,130.00 670-000000-220113
Cashier Name:RichardKoenigsknecht
Batch Number:7588
Entered By: LuciaMartin
16.A.4.b
Packet Pg. 475 Attachment: Exhibit A (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
16.A.4.c
Packet Pg. 476 Attachment: Contributory Assets (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
16.A.4.d
Packet Pg. 477 Attachment: Warranty Deed and Bill of Sale (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
16.A.4.d
Packet Pg. 478 Attachment: Warranty Deed and Bill of Sale (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
16.A.4.d
Packet Pg. 479 Attachment: Warranty Deed and Bill of Sale (10031 : Final Acceptance of Utilities - Joint Replacement Institute)
16.A.4.d
Packet Pg. 480 Attachment: Warranty Deed and Bill of Sale (10031 : Final Acceptance of Utilities - Joint Replacement Institute)