Agenda 04/13/2021 Item #16A 8 (Watercrest at Heritage Bay, PL20180002633)04/13/2021
EXECUTIVE SUMMARY
Recommendation to approve final acceptance of the potable water and sewer facilities for
Watercrest at Heritage Bay, PL20180002633, accept the conveyance of a portion of the potable
water and sewer facilities, and authorize the County Manager, or his designee, to release the
Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $24,460.02
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 and sewer facilities, and to release the Utilities
Performance Security (UPS) and Final Obligation Bond in the total amount of $24,460.02, in accordance
with the Collier County Utility Standards and Procedures, Ordinance No. 2004-31.
CONSIDERATIONS:
1) The Developer of Watercrest at Heritage Bay, 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 and sewer facilities was offered for conveyance to the County, as described in
Official Records (O.R.) Book 5687, Page (PG) 3701, and are located within County utility
easements dedicated by Deed of Utility Easement recorded in O.R. Book 5687, Page 3707, and by
the plat of Heritage Bay Vistas Subdivision recorded in Plat Book 50, Pages 33-42, of the Public
Records of Collier County, Florida. The remaining potable water and sewer facilities will be private.
2) Preliminary acceptance of these utility facilities was approved by the Development Review staff on
October 2, 2019. At that time, the value of these potable water and sewer utility facilities (assets)
was $28,564.40 and $6,507.10, respectively. (See attached asset sheet).
3) Staff recorded all preliminary acceptance documents associated with the potable water and sewer
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 and sewer facilities by Utilities Facilities Warranty Deed and Bill of
Sale recorded in Official Records Book 5687, Page 3701 (“the Utilities Facilities Deed”) together
with appurtenant Deed of Utility Easement recorded in Official Records Book 5687, Page 3707, of
the Public Records of Collier County, Florida.
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
February 25, 2021, 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 and sewer utilities described in
O.R. Book 5687, PG 3701, 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 $24,460.02. (See
attached Exhibit A). Staff also recommends acceptance of the Utilities Facilities Deed and the
facilities described therein.
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8) This final acceptance is in accordance with Collier County, Ordinance No. 2004-31, as amended.
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 and sewer utility facilities, which at the time of
preliminary acceptance, had a total gross value of $35,071.50 (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. -DDP
RECOMMENDATION: To approve final acceptance of the potable water and sewer facilities for
Watercrest at Heritage Bay, PL20180002633, 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 total amount of $24,460.02 to the
Project Engineer or the Developer’s designated agent.
Prepared by: Valerie Kullick, 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)
5. Deed of Utility Easement (PDF)
6. PB 50 PG 33 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.8
Doc ID: 15147
Item Summary: Recommendation to approve final acceptance of the potable water and sewer
facilities for Watercrest at Heritage Bay, PL20180002633, accept the conveyance of a portion of the
potable water and sewer facilities, and authorize the County Manager, or his designee, to release the
Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $24,460.02 to the
Project Engineer or the Developer’s designated agent.
Meeting Date: 04/13/2021
Prepared by:
Title: Technician – Growth Management Development Review
Name: Valerie Kullick
02/25/2021 1:28 PM
Submitted by:
Title: Director – Growth Management Department
Name: Matthew McLean
02/25/2021 1:28 PM
Approved By:
Review:
Wastewater Steve Nagy Additional Reviewer Completed 02/25/2021 1:34 PM
Water Steve Messner Additional Reviewer Completed 02/25/2021 1:35 PM
Wastewater Steve Messner Additional Reviewer Completed 02/25/2021 1:35 PM
Water Pamela Libby Additional Reviewer Completed 02/25/2021 1:39 PM
Growth Management Development Review Marcus Berman Additional Reviewer Completed 02/25/2021 2:03 PM
Growth Management Operations & Regulatory Management Kenneth Kovensky Additional Reviewer Completed 02/25/2021 2:38 PM
Growth Management Department Lissett DeLaRosa Level 1 Reviewer Completed 02/26/2021 10:58 AM
Public Utilities Planning and Project Management Tom Chmelik Additional Reviewer Completed 03/01/2021 10:58 AM
Engineering & Natural Resources Jack McKenna Additional Reviewer Completed 03/15/2021 8:52 AM
Growth Management Department Matthew McLean Additional Reviewer Completed 03/15/2021 9:28 AM
County Attorney's Office Derek D. Perry Level 2 Attorney Review Completed 03/16/2021 9:50 AM
Growth Management Department Thaddeus Cohen Department Head Review Completed 03/16/2021 9:56 AM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 03/16/2021 10:00 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/17/2021 8:25 AM
Office of Management and Budget Laura Zautcke Additional Reviewer Completed 03/27/2021 7:27 PM
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County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 03/29/2021 11:09 AM
Board of County Commissioners MaryJo Brock Meeting Pending 04/13/2021 9:00 AM
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WATERCREST AT HERITAGE BAY
LOCATION MAP
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Packet Pg. 543 Attachment: Location Map (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
Exhibit A
Utilities Performance Security (UPS) and Final Obligation Bond
Amount Receipt Number
10% UPS Bond $20,460.02 2019589102
Final Obligation Bond $4,000 2019589102
Total Amount $24,460.02
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
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Packet Pg. 544 Attachment: Exhibit A (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 545 Attachment: Exhibit A (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 546 Attachment: Exhibit A (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2019589102
Transaction Number:2019-012376
Date Paid:02/08/2019
Amount Due:$24,460.02
Payment Details:Payment Method Amount Paid Check Number
Check $24,460.02 000334
Amount Paid:$24,460.02
Change / Overage:$0.00
Contact:Cherrywood Pointe Investments LLC c/o United Properties Investment LL
651 Nicollet Mall, Suite 450
Minneapolis, MN 55402
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Refundable Bonds PL20180002633 $24,460.02 $24,460.02 670-000000-220113
Cashier Name:RichardKoenigsknecht
Batch Number:8016
Entered By: AlmaSernaBrito
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Packet Pg. 547 Attachment: Exhibit A (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 548 Attachment: Assets Sheet (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 549 Attachment: Assets Sheet (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 550 Attachment: Warranty Deed and Bill of Sale (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 551 Attachment: Warranty Deed and Bill of Sale (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 552 Attachment: Warranty Deed and Bill of Sale (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 553 Attachment: Warranty Deed and Bill of Sale (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 554 Attachment: Warranty Deed and Bill of Sale (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 555 Attachment: Warranty Deed and Bill of Sale (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 556 Attachment: Deed of Utility Easement (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 557 Attachment: Deed of Utility Easement (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 558 Attachment: Deed of Utility Easement (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 559 Attachment: Deed of Utility Easement (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 560 Attachment: Deed of Utility Easement (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 561 Attachment: Deed of Utility Easement (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 562 Attachment: Deed of Utility Easement (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 563 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 564 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 565 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 566 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 567 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 568 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 569 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 570 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 571 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)
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Packet Pg. 572 Attachment: PB 50 PG 33 (15147 : Final Acceptance of Utilities - Watercrest at Heritage Bay)