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Agenda 04/25/2023 Item #16A 3 (Edge 75 by Watermark - Phase 2 PL20210000986)04/25/2023 EXECUTIVE SUMMARY Recommendation to approve final acceptance of the potable water and sewer facilities for Edge 75 by Watermark - Phase 2, PL20210000986, accept the conveyance of a portion of the potable water and sewer facilities and appurtenant utility easement, and authorize the County Manager, or designee, to release the Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $33,180.82 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 a ppurtenant utility easement, and to release the Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $33,180.82, in accordance with the Collier County Utility Standards and Procedures, Ordinance No. 2004-31, as amended. CONSIDERATIONS: 1) The Developer of Edge 75 by Watermark - Phase 2, has constructed the potable water and sewer facilities within dedicated easements to serve this 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 5909, Page (PG) 2277, together with appurtenant Deed of Utility Easement recorded in O.R. Book 5909, PG 2291, 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 July 21, 2021. At that time, the value of these potable water and sewer utility facilities (assets) was $69,354.50 and $37,961.83, 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 O.R. Book 5 909, at PG 2277 (“the Utilities Facilities Deed”), together with appurtenant Deed of Utility Easement recorded in O.R. Book 5909, at PG 2291, 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 was conducted by staff on March 6, 2023, 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 5909, PG 2277, 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 $33,180.82. (See attached Exhibit A). Staff also recommends acceptance of the Utilities Facilities Deed and the facilities described in the Certification of Contributory Assets attached to this Executive Summary. 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. 16.A.3 Packet Pg. 578 04/25/2023 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 $107,316.33 (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 Edge 75 by Watermark - Phase 2, PL20210000986, accept the conveyance of the Utilities Facilities Deed and the facilities and appurtenant utility easement, and to authorize the County Manager, or designee, to release the Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $33,180.82 to the Project Engineer or the Developer’s designated agent. Prepared by: Lucia S. Martin, Project Manager I, Development Review Division ATTACHMENT(S) 1. Location Map (PDF) 2. Exhibit A (PDF) 3. Assets Sheet (PDF) 4. Deed of Utility Easement (PDF) 5. Warranty Deed and Bill of Sale (PDF) 16.A.3 Packet Pg. 579 04/25/2023 COLLIER COUNTY Board of County Commissioners Item Number: 16.A.3 Doc ID: 24991 Item Summary: Recommendation to approve final acceptance of the potable water and sewer facilities for Edge 75 by Watermark – Phase 2, PL20210000986, accept the conveyance of a portion of the potable water and sewer facilities and appurtenant utility easement, and authorize the County Manager, or designee, to release the Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $33,180.82 to the Project Engineer or the Developer’s designated agent. Meeting Date: 04/25/2023 Prepared by: Title: Technician – Growth Management Development Review Name: Lucia Martin 03/15/2023 3:30 PM Submitted by: Title: Environmental Specialist – Growth Management Department Name: Jaime Cook 03/15/2023 3:30 PM Approved By: Review: Public Utilities Planning and Project Management Craig Pajer Additional Reviewer Completed 03/15/2023 3:59 PM Wastewater Steve Nagy Additional Reviewer Completed 03/15/2023 4:07 PM Water Pamela Libby Additional Reviewer Completed 03/16/2023 6:33 AM Water Howard Brogdon Additional Reviewer Completed 03/16/2023 7:42 AM Growth Management Development Review Marcus Berman Additional Reviewer Completed 03/16/2023 7:49 AM Wastewater Robert Von Holle Additional Reviewer Completed 03/16/2023 7:53 AM Engineering & Natural Resources Jack McKenna Additional Reviewer Completed 03/17/2023 8:31 AM Public Utilities Planning and Project Management Matthew McLean Additional Reviewer Completed 03/17/2023 4:49 PM Growth Management Department Diane Lynch Growth Management Department Completed 03/20/2023 6:23 PM Growth Management Operations Support Evelyn Trimino Additional Reviewer Completed 03/28/2023 8:59 AM Growth Management Operations & Regulatory Management Michael Stark Additional Reviewer Completed 03/28/2023 10:25 AM Growth Management Department Jaime Cook Division Director Completed 03/28/2023 11:42 AM Growth Management Department James C French Growth Management Completed 03/30/2023 4:28 PM County Attorney's Office Derek D. Perry Level 2 Attorney Review Completed 04/07/2023 10:18 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 04/10/2023 9:47 AM 16.A.3 Packet Pg. 580 04/25/2023 County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 04/12/2023 10:39 AM Office of Management and Budget Laura Zautcke Additional Reviewer Completed 04/13/2023 4:25 PM County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 04/14/2023 1:46 PM Board of County Commissioners Geoffrey Willig Meeting Pending 04/25/2023 9:00 AM 16.A.3 Packet Pg. 581 EDGE 75 BY WATERMARK – PHASE 2 LOCATION MAP 16.A.3.a Packet Pg. 582 Attachment: Location Map (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) Exhibit A Utilities Performance Security (UPS) and Final Obligation Bond Amount Receipt Number 10% UPS Bond $29,180.82 2021848458 Final Obligation Bond $4,000.00 2021841770 Total Amount $33,180.82 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.3.b Packet Pg. 583 Attachment: Exhibit A (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.b Packet Pg. 584 Attachment: Exhibit A (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.b Packet Pg. 585 Attachment: Exhibit A (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) Collier County Growth Management Division 2800 Horseshoe Drive N. Naples, FL 34104 239-252-2400 RECEIPT OF PAYMENT Receipt Number:2021848458 Transaction Number:2021-046391 Date Paid:05/27/2021 Amount Due:$29,180.82 Payment Details:Payment Method Amount Paid Check Number Check $29,180.82 11321 Amount Paid:$29,180.82 Change / Overage:$0.00 Contact:Watermark at Naples FL Development, LLC 901 Wabash Ave Terre Haute, IN 47807 FEE DETAILS: Fee Description Reference Number Original Fee Amount Paid GL Account Refundable Bonds PL20210000986 $29,180.82 $29,180.82 670-000000-220113 Cashier Name:RichardKoenigsknecht Batch Number:10081 Entered By: ValerieKullick 16.A.3.b Packet Pg. 586 Attachment: Exhibit A (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) Collier County Growth Management Division 2800 Horseshoe Drive N. Naples, FL 34104 239-252-2400 RECEIPT OF PAYMENT Receipt Number:2021841770 Transaction Number:2021-039703 Date Paid:05/07/2021 Amount Due:$4,000.00 Payment Details:Payment Method Amount Paid Check Number Check $4,000.00 11307 Amount Paid:$4,000.00 Change / Overage:$0.00 Contact:Watermark at Naples FL Development, LLC 901 Wabash Ave., Suite 300 Terre Haute, IN 47807 FEE DETAILS: Fee Description Reference Number Original Fee Amount Paid GL Account Utility Performance Refundable Bond PL20210000986 $4,000.00 $4,000.00 670-000000-220113 Cashier Name:RichardKoenigsknecht Batch Number:10034 Entered By: ValerieKullick 16.A.3.b Packet Pg. 587 Attachment: Exhibit A (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.c Packet Pg. 588 Attachment: Assets Sheet (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.c Packet Pg. 589 Attachment: Assets Sheet (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 590 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 591 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 592 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 593 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 594 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 595 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 596 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 597 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - Edge 75 by Watermark - Phase 2) 16.A.3.d Packet Pg. 598 Attachment: Deed of Utility Easement (24991 : Final Acceptance of Utilities - 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