Agenda 04/25/2023 Item #16C 7 (To purchase a 0.39 acre parcel from WISC Investment Company LLC)04/25/2023
EXECUTIVE SUMMARY
Recommendation to approve an Agreement for Sale and Purchase with WISC Investment Company, LLC,
for 0.39 acres under the Conservation Collier Land Acquisition Program, at a cost not to exceed $432,600.
OBJECTIVE: To purchase a 0.39-acre parcel from WISC Investment Company, LLC (Seller).
CONSIDERATIONS: On January 25, 2022, Agenda Item #11A, the Board of County Commissioners (Board)
approved a Conservation Collier Land Acquisition Advisory Committee (CCLAAC) recommended Cycle 10
Active Acquisition List (AAL), with changes, and directed staff to actively pursue the acquisition of the properties
under the Conservation Collier Program.
The Sellers’ property contains 0.39 acres and is located within Marco Beach, Unit 9. The parcel is locat ed off Inlet
Drive on Marco Island. This property has a significant amount of active gopher tortoise burrows. The majority of
the site consists of a habitat suitable for gopher tortoises. The property has approximately fifty -six (56) potentially
occupied borrows, thirteen (13) abandoned burrows, and a total of twenty-eight (28) estimated tortoises on site.
An Agreement for Sale and Purchase was signed by the property owner prior to the Board’s adoption of an updated
Conservation Collier Purchasing Policy and originally scheduled for consideration in December 2022 with a
purchase price of $419,000.
As background, consistent with the Conservation Collier Purchasing Policy one appraisal was prepared in July
2022 by an independent, state-certified, general real estate appraiser. In February 2023, the appraisal was updated
to clarify environmental features. Mitigation for gopher tortoises in the amount of $196,000 was deducted from
both appraisals (28 gopher tortoises x $7000). The first appraised value is $419,000. The second appraised value is
$429,000. The combined cost to obtain the appraisals was $1800.
There is an adjacent property that may benefit from this acquisition that is located at 1734 Dogwood Drive and
owned by a relative of the seller. In light of this information, staff offered $419,000, the lower of the two (2) values.
However, Seller would not accept an offer of less than $429,000 and a contract was prepared to present this
property to the Board for consideration. This latter offer is consistent with the new Conservation Collier Purchasing
Policy, Resolution No. 2023-10, which states that the offer will be up to the appraised value.
Prior to acquiring land located within a Municipality's boundaries, approval must first be obtained from the
governing body of that Municipality. On December 5, 2022, the Marco Island City Council unanimously approved
the County's acquisition of a 0.39-acre parcel located at 507 Inlet Drive, Marco Island, under the Conservation
Collier Land Acquisition Program (Consent Agenda Item #8A).
The CCLAAC approved this transaction on November 2, 2022, and voted to recommend Board approval.
Pursuant to Ordinance 2007-65, Section 13(8), a Project Design Report for the property is provided herewith.
FISCAL IMPACT: The total cost of acquisition will not exceed $432,600 ($429,000 for the property, $900 for the
appraisal, and approximately $2,700 for the title commitment, title policy, and recording of documents). The funds
will be withdrawn from the Conservation Collier Trust Fund (172). As of April 25, 2023 property costs for
Conservation Collier properties, including this property and those under contract, total $112,995,552. Estimated
costs of maintenance in perpetuity for this and all Cycle 10 A-list properties have been considered by the CCLAAC
and have been incorporated into the Conservation Collier Long Term Financial Management Plan that will ensure
management of all Conservation Collier Preserves in perpetuity. The Initial costs of maintenance have been
provided in the Project Design Report (PDR) attached. The average annual per acre maintenance cost for the first
five (5) years (initial maintenance costs) is $821/acre including exotic vegetation removal. The FY23 maintenance
costs for the subject property are estimated at $900 and include exotic vegetation removal, signage, and trail post
and rope. After initial restoration, the average maintenance costs by Conservation Collier are approximately $150
16.C.7
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04/25/2023
per acre.
GROWTH MANAGEMENT IMPACT: Fee simple acquisition of conservation lands is consistent with and
supports Policy 1.3.1(e) in the Conservation and Coastal Management Element of the Collier County Growth
Management Plan.
LEGAL CONSIDERATIONS: This item has been reviewed and approved by the County Attorney's Office and is
legally sufficient. -RTT
RECOMMENDATION: That the Board of County Commissioners:
1) Approves the attached Agreement and accepts the Warranty Deed once it has been received and approved by the
County Attorney’s Office; 2) Authorizes the Chairman to execute the Agreement and any and all other County
Attorney’s Office approved documents related to this transaction; 3) Authorizes the County Manager or her
designee to prepare related vouchers and Warrants for payment; and 4) Directs the County Manager or her designee
to proceed to acquire this parcel, to follow all appropriate closing procedures, to record the deed and any and all
necessary documents to obtain clear title to this parcel, and to take all reasonable steps necessary to ensure
performance under the Agreement.
Prepared By: Jennifer A. Belpedio, Real Property Manager
ATTACHMENT(S)
1. Agreement for Sale and Purchase WISC CAO Initialed (PDF)
2. Project Design Report - WISC Investment (PDF)
3. [Linked] Appraisal WISC Inlet-revised (PDF)
4. [linked] WISC UPDATED APPRAISAL (PDF)
16.C.7
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04/25/2023
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.C.7
Doc ID: 24113
Item Summary: *** This Item continued from the December 10, 2022 BCC Meeting. *** Recommendation to
approve an Agreement for Sale and Purchase with WISC Investment Company, LLC, for 0.39 acres under the
Conservation Collier Land Acquisition Program, at a cost not to exceed $432,600.
Meeting Date: 04/25/2023
Prepared by:
Title: Property Acquisition Specialist, Senior – Facilities Management
Name: Cindy Erb
04/17/2023 10:50 AM
Submitted by:
Title: – Facilities Management
Name: John McCormick
04/17/2023 10:50 AM
Approved By:
Review:
Public Utilities Department Cindy Erb Level 1 Division Reviewer Skipped 12/30/2022 10:16 AM
Facilities Management John McCormick Director - Facilities Completed 04/17/2023 10:54 AM
Parks & Recreation Olema Edwards Additional Reviewer Completed 04/17/2023 12:15 PM
Parks & Recreation Summer BrownAraque Additional Reviewer Completed 04/17/2023 4:46 PM
Public Services Department Melissa Hennig Additional Reviewer Completed 04/18/2023 8:44 AM
Public Services Department Todd Henry Additional Reviewer Completed 04/18/2023 9:34 AM
Facilities Management Jennifer Belpedio Manager - Real Property Completed 04/18/2023 5:04 PM
Public Utilities Department Drew Cody Level 2 Division Administrator Review Skipped 12/13/2022 9:11 AM
Public Services Department Tanya Williams Additional Reviewer Completed 04/18/2023 5:13 PM
County Attorney's Office Ronald Tomasko Level 2 Attorney of Record Review Completed 04/18/2023 5:19 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 04/19/2023 8:42 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 04/19/2023 9:25 AM
Office of Management and Budget Blanca Aquino Luque Additional Reviewer Completed 04/19/2023 11:38 AM
Corporate Compliance and Continuous Improvement Megan Gaillard Additional Reviewer Completed
04/19/2023 1:39 PM
County Manager's Office Ed Finn Level 4 County Manager Review Completed 04/19/2023 5:48 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 04/25/2023 9:00 AM
16.C.7
Packet Pg. 1635
CONSERVAIION COLLIER
PROPERry IDENTIFICATION NUMBER 57800280002
AGREEMENT FOR SALE AND PURCHASE
THIS AGREEMENT is made and entered into by and between WISC INVESTMENT
COMPANY, LLC, a Wisconsin Limited Liability Company, whose address is c/o
Cathe Read, 775 Glade Road, Loveland, CO 80538-9'178 (hereinafter referred to as
"Seller"), and COLLIER COUNTY, a political subdivision of the State of Florida, its
successors and assigns, whose address is 3335 Tamiami Trail East, Suite 101 , Naples,
FL 34112 (hereinafter referred to as "Purchaser").
WHEREAS, Seller is the owner of that certain parcel of real property (hereinafter
referred to as "Property"), located in Collier County, State of Florida, and being more
particularly described in Exhibit "A", attached hereto and made a part hereof by
reference.
WHEREAS, Purchaser is desirous of purchasing the Property, subject to the conditions
and other agreements hereinafter set forth, and Seller is agreeable to such sale and to
such conditions and agreements.
NOW, THEREFORE, and for and in consideration of the premises and the respective
undertakings of the parties hereinafter set forth and the sum of Ten Dollars ($10.00), the
receipt and sufficiency of which is hereby acknowledged, it is agreed as follows:
I. AGREEMENT
1.01 ln consideration of the purchase price and upon the terms and conditions
hereinafter set forth, Seller shall sell to Purchaser and Purchaser shall purchase
from Seller the Property, described in Exhibit "A".
II. PAYMENT OF PURCHASE PRICE
2.01 The purchase price (the "Purchase Price'') for the Property shall be Four
Hundred Twenty-Nine Thousand Dollars and 00/100 dollars ($429,000), (U.S
Currency) payable at time of closing.
III. CLOSING
3.01 The Closing (THE "CLOSING DATE", "DATE OF CLOSING", OR
,,cLoslNG,,) of the transaction shall be held on or before one hundred and eighty
(180) days iollowing execution of this Agreement by the Purchaser, or within thirty
iSO) OrVi of purchiser's receipt of all closing documents, whichever is later. The
btosing'shall be held at the Collier County Attorney's office, Administration
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WITNESSETH
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16.C.7.a
Packet Pg. 1636 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENTIFICATION NUMBER 57800280002
Building, 3299 Tamiami Trail East, Naples, Florida. The procedure to be followed
by the parties in connection with the Closing shall be as follows:
3.011 Seller shall convey a marketable title free of any liens, encumbrances,
exceptions, or qualifications. Marketable title shall be determined according to
applicable title standards adopted by the Florida Bar and in accordance with
law. At the Closing, the Seller shall cause to be delivered to the Purchaser
the items specified herein and the following documents and instruments duly
executed and acknowledged, in recordable form:
3.0111 Warranty Deed in favor of Purchaser conveying title to the
Property, free and clear of all liens and encumbrances other than:
(a) The lien for current taxes and assessments
(b) Such other easements, restrictions, or conditions of record
3.0114 A W-9 Form, "Request for Taxpayer ldentification and
Certification" as required by the lnternal Revenue Service.
3.012 At the Closing, the Purchaser, or its assignee, shall cause to be delivered to
the Seller the following:
3.0121 A negotiable instrument (County Wanant) in an amount equal to
the Purchase Price. No funds shall be disbursed to Seller until the Title
Company verifies that the state of the title to the Property has not
changed adversely since the date of the last endorsement to the
commitment, referenced in Section 4.01 1 thereto, and the Title Company
is irrevocably committed to pay the Purchase Price to Seller and to issue
the Owner's title policy to Purchaser in accordance with the commitment
immediately after the recording of the deed.
3.0122 Funds payable to the Seller representing the cash payment due
at Closing in accordance with Article lll hereof, shall be subject to
adjustment for prorations as hereinafter set forth.
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3.0'1 12 Combined Purchaser-Seller closing statement.
3.0113 A "Gap Tax Proration, Owner's Non-Foreign Affidavit", as
required by Section 1445 of the lnternal Revenue Code and as required
by the title insurance underwriter to insure the "gap" and issue the policy
contemplated by the title insurance commitment.
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16.C.7.a
Packet Pg. 1637 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENTIFICATION NUMBER 57800280002
3.02 Each party shall be responsible for payment of its own attorney's fees. Seller,
at its sole cost and expense, shall pay at Closing all documentary stamp taxes due
relating to the recording of the Warranty Deed, in accordance with Chapter 2O1.O1 ,
Florida Statutes, and the cost of recording any instruments necessary to clear
Selleis title to the Property. The cost of the Owner's Form B Title Policy, issued
pursuant to the Commitment provided for in Section 4.011 below, shall be paid by
Purchaser. The cost of the title commitment shall also be paid by Purchaser.
3.03 Purchaser shall pay for the cost of recording the Warranty Deed. Real
Property taxes shall be prorated based on the current year's tax with due
allowance made for maximum allowable discount, homestead and any other
applicable exemptions and paid by Seller. lf Closing occurs at a date which the
current year's millage is not fixed, taxes will be prorated based upon such prior
year's millage.
4.01 Upon execution of this Agreement by both parties or at such other time as
specified within this Article, Purchaser and/or Seller, as the case may be, shall
perform the following within the times stated, which shall be conditions precedent
to the Closing;
4.011 Within fifteen (15) days after the date hereof, Purchaser shall obtain as
evidence of title an ALTA Commitment for an Owner's Title lnsurance Policy
(ALTA Form B-1970) covering the Property, together with hard copies of all
exceptions shown thereon. Purchaser shall have thirty (30) days, followlng
receipt of the title insurance commitment, to notify Seller in writing of any
objection to title other than liens evidencing monetary obligations, if any,
which obligations shall be paid at closing. lf the title commitment contains
exceptions that make the title unmarketable, Purchaser shall deliver to the
Seller written notice of its intention to waive the applicable contingencies or to
terminate this Agreement.
4.012 lf Purchaser shall fail to advise the Seller in writing of any such
objections in Seller's title in the manner herein required by this Agreement, the
title shall be deemed acceptable. Upon notification of Purchaser's objection to
title, Seller shall have thirty (30) days to remedy any defects to convey good
and marketable title, except for liens or monetary obligations which will be
satisfied at closing. seller, at its sole expense, shall use its best efforts to
make such title good and marketable. ln the event seller is unable to cure said
objections within said time period, Purchaser, by providing written notice to
Seller within seven (7) days after expiration of said thirty (30) day period, may
accept title as it then is, waiving any objection; or Purchaser may terminate the
Agreement. A failure by Purchaser to give such written notice of termination
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IV. REQUIREMENTS AND CONDITIONS
16.C.7.a
Packet Pg. 1638 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENTIFICATION NUMEER 57800280002
within the time period provided herein shall be deemed an election by
Purchaser to accept the exceptions to title as shown in the title commitment.
4.013 Seller agrees to furnish any existing surveys of the Property in Seller's
possession to Purchaser within ten (10) days of the effective date of this
Agreement. Purchaser shall have the option, at its own expense, to obtain a
current survey of the Property prepared by a surveyor licensed by the State of
Florida. No adjustments to the Purchase Price shall be made based upon any
change to the total acreage referenced in Exhibit "A," unless the difference in
acreage revealed by survey exceeds 5% of the overall acreage. lf the survey
provided by Seller or obtained by Purchaser, as certified by a registered
Florida surveyor, shows: (a) an encroachment onto the property; or (b) that an
improvement located on the Property projects onto lands of others, or (c) lack
of legal access to a public roadway, the Purchaser shall notify the Seller in
writing of such encroachment, projection, or lack of legal access, and Seller
shall have the option of curing said encroachment or projection, or obtaining
legal access to the Property from a public roadway, within sixty (60) days of
receipt of said written notice from Purchaser. Purchaser shall have ninety (90)
days from the effective date of this Agreement to notify Seller of any such
objections. Should Seller elect not to or be unable to remove the
encroachment, projection, or provide legal access to the property within said
sixty (60) day period, Purchaser, by providing written notice to Seller within
seven (7) days after expiration of said sixty (60) day period, may accept the
Property as it then is, waiving any objection to the encroachment, or projection,
or lack of legal access, or Purchaser may terminate the Agreement. A failure
by Purchaser to give such written notice of termination within the time period
provided herein shall be deemed an election by Purchaser to accept the
Property with the encroachment, or projection, or lack of legal access.
5.0'l Purchaser shall have one hundred twenty (120) days from the date of this
Agreement, ("lnspection Period"), to determine through appropriate investigation
that:
1. Soil tests and engineering studies indicate that the Property can be developed
without any abnormal demucking, soil stabilization or foundations.
2. There are no abnormal drainage or environmental requirements to the
development of the ProPerty.
3. The Property is in compliance with all applicable state and Federal environ-
mental laws and the Property is free from any pollution or contamination.
4. The Property can be utilized for its intended use and purpose in the
Conservation Collier Program.
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V, INSPECTION PERIOD
16.C.7.a
Packet Pg. 1639 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENTIFICATION NUMBER:57800280002
5.02 lf Purchaser is not satisfied, for any reason whatsoever, with the results of
any investigation, Purchaser shall deliver to Seller prior to the expiration of the
lnspection Period, written notice of its intention to waive the applicable
contingencies or to terminate this Agreement. lf Purchaser fails to notify the Seller
in writlng of its specific objections as provided herein within the lnspection Period,
it shall be deemed that the Purchaser is satisfied with the results of its
investigations and the contingencies of this Article V shall be deemed waived. ln
the event Purchaser elects to terminate this Agreement because of the right of
inspection, Purchaser shall deliver to Seller copies of all engineering reports and
environmental and soil testing results commissioned by Purchaser with respect to
the Property.
6.01 Seller acknowledges that the Purchaser, or its authorized agents, shall have
the right to inspect the Property at any time prior to the Closing.
7.0'1 Purchaser shall be entitled to full possession of the Property at Closing.
8.01 Ad valorem taxes next due and payable, after closing on the Property, shall
be prorated at Closing based upon the gross amount of current year taxes' and
shall be paid by Seller.
tx TERMINATION AND REMEDIES
g.01 lf seller shall have failed to perform any of the covenants and/or agreements
contained herein which are to be performed by Seller, within ten (10) days of
written notification of such failure, Purchaser may, at its option, terminate this
Agreement by giving written notice of termination to Seller. Purchaser shall have
th"e right to see[ and enforce all rights and remedies available at law or in equity to
a co"ntract vendee, including the right to seek specific performance of this
Ag reement.
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5.03 Purchaser and its agents, employees and servants shall, at their own risk and
expense, have the right to go upon the Property for the purpose of surveying and
conducting site analyses, soil borings and all other necessary investigation.
Purchaser shall, in performing such tests, use due care. Seller shall be notified by
Purchaser no less than twenty-four (24) hours prior to said inspection of the
Property.
VI. INSPECTION
VII. POSSESSION
VIII, PRORATIONS
16.C.7.a
Packet Pg. 1640 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENTIFICATION NUMBER 57800280002
10.01 Seller and Purchaser represent and warrant the following
'10.011 Seller and Purchaser have full right and authority to enter into and to
execute this Agreement and to undertake all actions and to perform all tasks
required of each hereunder. Seller is not presently the subject of a pending,
threatened or contemplated bankruptcy proceeding.
10.013 The warranties set forth in this paragraph shall be true on the date of
this Agreement and as of the date of Closing. Purchaser's acceptance of a
deed to the said Property shall not be deemed to be full performance and
discharge of every agreement and obligation on the part of the Seller to be
performed pursuant to the provisions of this Agreement.
10.014 Seller represents that it has no knowledge of any actions, suits, claims,
proceedings, litigation or investigations pending or threatened against Seller, at
law, equity or in arbitration before or by any federal, state, municipal or other
governmental instrumentality that relate to this agreement or any other
property that could, if continued, adversely affect Seller's ability to sell the
Property to Purchaser according to the terms of this Agreement.
1 0.015 No party or person other than Purchaser has any right or option to
acquire the Property or any portion thereof.
10.016 Until the date fixed for Closing, so long as this Agreement remains in
force and effect, Seller 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 or any part thereof,
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9.02 The parties acknowledge that the remedies described herein and in the other
provisions of this Agreement provide mutually satisfactory and sufficient remedies
to each of the parties and take into account the peculiar risks and expenses of
each of the parties.
X. SELLER'S AND PURCHASER'S REPRESENTATIONS AND WARRANTIES
1 0.012 Seller has full right, power, and authority to own and operate the
Property, and to execute, deliver, and perform its obligations under this
Agreement and the instruments executed in connection herewith, and to
consummate the transaction contemplated hereby. All necessary
authorizations and approvals have been obtained authorizing Seller and
Purchaser to execute and consummate the transaction contemplated hereby.
At Closing, certified copies of such approvals shall be delivered to Purchaser
and/or Seller, if necessary.
16.C.7.a
Packet Pg. 1641 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENIIFICATION NUMBER 57800280002
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.
1 0.017 Seller represents that there are no incinerators, septic tanks or
cesspools on the Property; all waste, if any, is discharged into a public sanitary
sewer system; Seller represents that they have (it has) no knowledge that any
pollutants are or have been discharged from the Property, directly or indirectly
into any body of water. Seller represents the Property has not been used for
the production, handling, storage, transportation, manufacture or disposal of
hazardous or toxic substances or wastes, as such terms are defined in
applicable laws and regulations, or any other activity that would have toxic
results, and no such hazardous or toxic substances are currently used in
connection with the operation of the Property, and there is no proceeding or
inquiry by any authority with respect thereto. Seller represents that they have
(it has) no knowledge that there is ground water contamination on the Property
or potential of ground water contamination from neighboring properties. Seller
represents no storage tanks for gasoline or any other substances are or were
located on the Property at any time during or prior to Seller's ownership
thereof. Seller represents none of the Property has been used as a sanitary
landfill.
10.018 Seller has no knowledge that the Property and Seller's operations
concerning the Property are in violation of any applicable Federal, State or
local statute, law or regulation, or of any notice from any governmental body
has been served upon Seller claiming any violation of any law, ordinance, code
or regulation or requiring or calling attention to the need for any work, repairs,
construction, alterations or installation on or in connection with the Property in
order to comply with any laws, ordinances, codes or regulation with which
Seller has not complied.
10.019 There are no unrecorded restrictions, easements or rights of way (other
than existing zoning regulations) that restrict or affect the use of the Property,
and there are no maintenance, construction, advertising, management,
leasing, employment, service or other contracts affecting the Property.
10.020 Seller has no knowledge that there are any suits' actions or arbitration,
bond issuances or proposals therefor, proposals for public improvement
assessments, pay-back agreements, paving agreements' road expansion or
improvement agreements, utility moratoriums, use moratoriums, improvement
moratoriums, administrative or other proceedings or governmental
investigations or requirements, formal or informal, existing or pending or
threate-ned which affects the Property or which adversely affects seller's ability
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16.C.7.a
Packet Pg. 1642 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENIIFICATION NUMBER 57800280002
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.
10.021 Seller acknowledges and agrees that Purchaser is entering into this
Agreement based upon Seller's representations stated above and on the
understanding that Seller will not cause the zoning or 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, Seller 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 change
the zoning or physical condition of the Property or the governmental
ordinances or laws governing same. Seller also agrees to notify Purchaser
promptly of any change in the facts contained in the foregoing representations
and of any notice or proposed change in the zoning, or any other action or
notice, that may be proposed or promulgated by any third parties or any
governmental authorities having jurisdiction of the development of the property
which may restrict or change any other condition of the Property.
10.022 At the Closing, Seller shall deliver to Purchaser a statement
(hereinafter called the "Closing Representative Statement") reasserting the
foregoing representations as of the Date of Closing, which provisions shall
survive the Closing.
10.023 Seller represents, warrants and agrees to indemnify, reimburse, defend
and hold Purchaser harmless from any and all costs (including attorney's fees)
asserted against, imposed on or incurred by Purchaser, directly or indirectly,
pursuant to or in connection with the application of any federal, state, local or
common law relatlng to pollution or protection of the environment which shall
be in accordance with, but not limited to, the Comprehensive Environmental
Response, Compensation, and Liability Act of 1980,42 U.S.C. Section 9601,
et seq., ('CERCLA" or "Superfund"), which was amended and upgraded by the
Superfund Amendment and Reauthorization Act of 1986 ('SARA"), including
any amendments or successor in function to these acts. This provision and
the rights of Purchaser, hereunder, shall survive Closing and are not deemed
satisfied by conveyance of title.
10.024 Any loss and/or damage to the Property between the date of this
Agreement and the date of Closing shall be Seller's sole risk and expense
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16.C.7.a
Packet Pg. 1643 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENIIFICATION NUMBER 57800280002
11.01 Any notice, request, demand, instruction, or other communication to be
given to either pa rty hereunder shall be in writing, sent by facsimile with
automated confirmation of receipt, or by registered, or certified mail, return receipt
requested, postage prepaid, addressed as follows:
With a copy to Attn: Sonja Stephenson, Property Acquisition Specialist ll
Collier County Real Property Management
3335 Tamiami Trail East, Suite 102
Naples, Florida 34112
Telephone number: 239-252-807 3
Fax number: 239-252-8876
WISC lnvestment Company, LLC
c/o Cathe Read
7750 Glade Road
Loveland, CO 8053
r"
8-9178Ito -7D
Cc,\\ taxnumber:
Telephone n um
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With a copy to:
11.02 The addressees and numbers for the purpose of this Article may be changed by
either party by giving written notice of such change to the other party in the
manner provided herein. For the purpose of changing such addresses or
addressees only, unless and until such written notice is received, the last
addressee and respective address stated herein shall be deemed to continue in
effect for all purposes.
'l
XI. NOTICES
lf to Purchaser:Summer Araque, Coordinator
Conservation Collier Program
Collier County Parks and Recreation Division
Public Services Department
Golden Gate Community Park
3300 Santa Barbara Blvd.
Naples, Florida 34116
lf to Seller:
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16.C.7.a
Packet Pg. 1644 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTYIOENTIFICATIONNUMBER: 57800280002
XII. REAL ESTATE BROKERS
12.01 Any and all brokerage commissions or fees shall be the sole responsibility
of the Seller. Seller shall indemnify Purchaser and hold Purchaser harmless from
and against any claim or liability for commission or fees to any broker or any other
person or party claiming to have been engaged by Seller as a real estate broker
salesman or representative, in connection with this Agreement. Seller agrees to
pay any and all commissions or fees at closing pursuant to the terms of a separate
agreement, if any.
'13.01 This Agreement may be executed in any manner of counterparts which
together shall constitute the agreement of the parties.
13.03 Any amendment to this Agreement shall not bind any of the parties hereof
unless such amendment is in writing and executed and dated by Purchaser and
Seller. Any amendment to this Agreement shall be binding upon Purchaser and
Seller as soon as it has been executed by both parties.
13.04 Captions and section headings contained in this Agreement are for
convenience and reference only; in no way do they define, describe, extend, or
limit the scope or intent of this Agreement or any provisions hereof.
'13.05 All terms and words used in this Agreement, regardless of the number and
gender in which used, shall be deemed to include any other gender or number as
the context or the use thereof may require.
13.06 No waiver of any provision of this Agreement shall be effective unless it is in
writing signed by the party against whom it is asserted, and any waiver of any
provision of this Agreement shall be applicable only to the specific instance to
which it is related and shall not be deemed to be a continuing or future waiver as
to such provision or a waiver as to any other provision.
13.07 lf any date specified in this Agreement falls on a Saturday, Sunday, or legal
holiday, then the date to which such reference is made shall be extended to the
next succeeding business day.
10
XIII. MISCELLANEOUS
13.02 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 assignees
whenever the context so requires or admits.
.""
16.C.7.a
Packet Pg. 1645 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENTIFICATION NUMBERI 57400280002
13.08 Seller is aware of and understands that the "offer" to purchase represented
by this Agreement is subject to acceptance and approval by the Board of County
Commissioners of Collier County, Florida.
'13.09 lf the Seller holds the Property in the form of a partnership, limited
partnership, corporation, trust, or any form of representative capacity whatsoever
for others, Seller shall make a written public disclosure, according to Chapter 286,
Florida Statutes, under oath, of the name and address of every person having a
beneficiat interest in the Property before Property held in such capacity is
conveyed to Collier County. (lf 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.)
13.10 This Agreement is governed and construed in accordance with the laws of
the State of Florida.
'14.01 This Agreement and the exhibits attached hereto contain the entire
agreement between the parties, and no promise, representation, warranty or
covenant not included in this Agreement or any such referenced agreements has
been or is being relied upon by either party. No modification or amendment of this
Agreement shall be of any force or effect unless made in writing and executed and
dated by both Purchaser and Seller. Time is of the essence of this Agreement.
lN WITNESS WHEREOF, the parties hereto have signed below
Dated ProjecVAcquisition Approved by BCC
AS TO PURCHASER
ATTEST
CRYSTAL K. KINZEL, Clerk of the
Circuit Court and Comptroller
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
, Deputy Clerk
11
RICK LOCASTRO, Chairman
XIV. ENTIRE AGREEMENT
o!9
16.C.7.a
Packet Pg. 1646 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERry IOENTIFICATION NUMBERI 57800280002
AS TO SELLER
DATED:
WITNESSES:
(Signature)
(Print Witness Name)
(Signature)
(Print Witness Name)
Approved as to form and legality:
Ronald T. Tomasko, Assistant County Attorney
WISC INVESTMENT COMPANY, LLC, a
Wisconsin Limited Liability Company
By:
Name:
Title:
SELLER
$w
op
l2
16.C.7.a
Packet Pg. 1647 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
CONSERVATION COLLIER
PROPERTY IDENTIFICATION NUI,4BER:57800280002
EXHIBIT ,A,
LOT 2, BLOCK 303, MARCO BEACH UNIT 9, LESS THE NORTHERLY 59
FEET, ACCORDING TO THE MAP OR PLAT THEREOF AS RECORDED IN
PLAT BOOK 6, PAGES 69 THROUGH 73, INCLUSIVE, OF THE PUBLIC
RECORDS OF COLLTER COUNTY, FLORtDA. (0.39 ACRES)
PROPERY IDENTIFICATION NUM BER: 57800280002
op
13
LEGAL DESCRIPTION:
16.C.7.a
Packet Pg. 1648 Attachment: Agreement for Sale and Purchase WISC CAO Initialed (24113 : Conservation Collier - WISC Investment Company LLC)
1
Conservation Collier Land Acquisition Program
Project Design Report
WISC Property
Date: October 2022
Property Owner(s): WISC Investment Company LLC
Folio: 57800280002
Location: 507 Inlet Dr., Marco Island, FL 34145
Size: 0.39 acres
Appraised Value: $429,000
History of Project:
Received
application
Selected for the
“A” category, #1
priority, on the
Active
Acquisition List
by CCLAAC
Selected for the
“A” category, #1
priority, on the
Active
Acquisition List
by BCC
Purchase offer
made to owner
Offer Accepted
7/29/2021 12/09/2021 01/25/2022 09/22/2022 9/22/2022
Subsequently, an updated offer of $429,000 was made and accepted on April 3, 2023.
Purpose of Project: Environmental Conservation – Conservation Collier Program
Program Qualifications: This parcel fulfills program qualifications by three of six
applicable screening criteria. The parcel contains the native tropical hardwood hammock
plant community, and two listed plant species were observed on site. Multiple active
gopher tortoise burrows exist within the parcel, and the parcel does contain burrowing owl
habitat. This parcel is in the Urban Target Protection Area and has access from a public
road and sidewalk. It provides wildlife viewing and greenspace in a neighborhood where
nearly every lot is developed. The parcel is too small to accommodate trails but can be
enjoyed from the sidewalk.
Zoning, Growth Management and Land Use Overlays: The WISC parcel is zoned
Residential Single-Family-3. The maximum building density is 3 units per gross acre.
Projected Management Activities:
16.C.7.b
Packet Pg. 1649 Attachment: Project Design Report - WISC Investment (24113 : Conservation Collier - WISC Investment Company LLC)
2
Primary management activities will include control of exotic plant populations (which
currently constitute less than 25% of plant cover) and creation and installation of signage.
The parcel would be visible from a public road and sidewalk. No vehicular access onto the
parcel would be recommended. A marked trail could possibly be created through portions
of the parcel. This would only require trail posts and trail roping to keep visitors off gopher
tortoise burrows. No trail installation would be required; trail markers and roping would
be placed in the existing barren areas. The parcel is within walking distance of many
residences and commercial parking lots. Creating parking within the parcel would not be
recommended because of its small size, native vegetation, and wildlife utilization. If other
parcels in the area are acquired along with this parcel, Conservation Collier will coordinate
with the City of Marco Island regarding parking. Depending on location, the City of Marco
Island has offered to assist in providing off-street parking on pervious material and the
installation of signage consistent with the City’s Land Development Codes.
Estimated Management Costs:
Management
Element 2023 2024 2025 2026
2027
Exotics $500 $200 $200 $200 $100
Signage $200
Trail post and rope $200
Total $900 $200 $200 $200 $100
SEE PAGES 3 AND 4 FOR MAPS OF THE PARCEL.
16.C.7.b
Packet Pg. 1650 Attachment: Project Design Report - WISC Investment (24113 : Conservation Collier - WISC Investment Company LLC)
3
16.C.7.b
Packet Pg. 1651 Attachment: Project Design Report - WISC Investment (24113 : Conservation Collier - WISC Investment Company LLC)
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16.C.7.b
Packet Pg. 1652 Attachment: Project Design Report - WISC Investment (24113 : Conservation Collier - WISC Investment Company LLC)