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Backup Documents 10/24/2023 Item #16I 1 to a l BOARD OF COUNTY COMMISSIONERS MISCELLANEOUS CORRESPONDENCE October 24, 2023 1. MISCELLANEOUS ITEMS TO FILE FOR RECORD WITH ACTION AS DIRECTED: A. DISTRICTS: 1) North Collier Fire Control & Rescue District: Resolution 2023-17 (Ad Valorem Tax -North Naples FY 23/24) Resolution 2023-18 (Ad Valorem Tax - Big Corkscrew Island FY 23/24) Resolution 2023-19 (w/Imposing Impact Fee Rates FY 23/24) Resolution 2023-20 (Final Budget/North Naples Services FY23/24) Resolution 2023-21 (Final Budget/Big Corkscrew Island FY23/24) Resolution 2023-22 (Final Budget/Impact Fee Fund FY 23/24) Resolution 2023-23 (Final Budget/Inspection/Plan Review FY23/24) 2) Immokalee Fire Control District: Agency Letter dated October 2, 2023 Resolution 2023-16 (Final Levy of Ad Valorem Taxes for FY 23/24) Resolution 2023-17 (Imposing Impact Fee Rates for FY 23/24) Resolution 2023-18 (Final Budget for the General Fund FY 23/24) Resolution 2023-19 (Final Budget for the Impact Fee Fund FY 23/24) Resolution 2023-20 (Imposing Increased Impact Fee Rates as of 01/01/24 - Benesch Final Report of the IFCD Impact Fee Update Study &the IFCD Impact Fee Update Demonstrated Needs Study) IFCD List of Meeting Schedule Dates w/area map 3) Winding Cypress Community Development District: Meeting schedule - 2023/2024 Fiscal Year 4) Terreno Community Development District: Meeting schedule - 2023/2024 Fiscal Year 5) Verona Walk Community Development District: Meeting schedule - 2023/2024 Fiscal Year A. OTHER: 1) Collier County Water & Wastewater Authority: Final Order 2023-02 (Ave Maria Utility Company, LLLP's application amending its Franchise Certificate) 161 1 Final Order 2023-03 (Price Indexing & Pass-through Rate Increases for Ave Maria) Final Order 2023-04 (Change in Average Service Live Depreciation Rates for Ave Maria Utility Company) 1 6 I 1 4" .itA• RESOLUTION 23-017 A RESOLUTION OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT OF COLLIER COUNTY FLORIDA,ADOPTING THE FINAL LEVY OF AD VALOREM TAXES FOR THE NORTH NAPLES SERVICE DELIVERY AREA FOR FISCAL YEAR 2023-2024, PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, sections 6(a) and (b) of the North Collier Fire Control and Rescue District's Charter found in section 3 of chapter 2015-191, Laws of Florida, and Section 6 of chapter 2015-191, Laws of Florida authorizes the North Collier Fire Control and Rescue District to levy an ad valorem taxation on property within its boundaries in Collier County in the North Naples Service Delivery Area in an amount not to exceed 1 mill;and WHEREAS,the North Collier Fire Control and Rescue District on September 28th, 2023 adopted Fiscal Year 2023-2024 Final Millage Rate for the North Naples Service Delivery Area following the public hearing required by section 200.065, Florida Statutes; and WHEREAS,the gross taxable value for operating purposes not exempt from ad valorem taxation within the North Collier Fire Control and Rescue District, North Naples Service Delivery Area, has been certified by the Collier County Property Appraiser as $48,144,802,234; NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT of Collier County Florida,that the Fiscal Year 2023-2024 operating millage rate for the North Collier Fire Control and Rescue District, North Naples Service Delivery Area, is 1.00 mills per$1,000.00, which is more than the rolled-back rate of 0.9048 mills per$1,000.00 by 10.52%. Such millage rate will be collected pursuant to the same manner and form as county taxes. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner 1-10rnhar , who moved its adoption. Page 1 of 2 16I 1 Resolution 23-017 September 28,2023 Page 2 of 2 ,, I The motion was seconded by Commissioner 0O 011- .r 1 , and the vote was as follows: Commissioner Vote Commissioner M.James Burke Ya y Commissioner James A. Calamari yay Commissioner Christopher L. Crossan Yay Commissioner Norman E. Feder YQ'Commissioner J. Christopher Lombardo XeLy Duly passed on this 28th day of September, 2023 by the Board of Fire Commissioners of the North Collier Fire Control and Rescue District. NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT //1 M.Ja s Bur • J es a /T - - Christ,;h- L. an Aia‘dif -- Nor. an E. Feder l J. . • a pher Lombardo Page 2 of 2 1b l 1 • RESOLUTION 23-018 A RESOLUTION OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT OF COLLIER COUNTY FLORIDA,ADOPTING THE FINAL LEVY OF AD VALOREM TAXES FOR THE BIG CORKSCREW ISLAND SERVICE DELIVERY AREA FOR FISCAL YEAR 2023-2024, PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, sections 6(a)and (b)of the North Collier Fire Control and Rescue District's Charter found in section 3 of chapter 2015-191, Laws of Florida, and Section 6 of chapter 2015-191, Laws of Florida authorizes the North Collier Fire Control and Rescue District to levy an ad valorem taxation on property within its boundaries in Collier County in the Big Corkscrew Island Service Delivery Area in an amount not to exceed 3.75 mills;and WHEREAS,the North Collier Fire Control and Rescue District on September 28,2023 adopted Fiscal Year 2023-2024 Final Millage Rate for the Big Corkscrew Island Service Delivery Area following the public hearing required by section 200.065, Florida Statutes; and WHEREAS,the gross taxable value for operating purposes not exempt from ad valorem taxation within the North Collier Fire Control and Rescue District, Big Corkscrew Island Service Delivery Area, has been certified by the Collier County Property Appraiser as $3,482,163,573; NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT of Collier County Florida,that the Fiscal Year 2023-2024 operating millage rate for the North Collier Fire Control and Rescue District, Big Corkscrew Island Service Delivery Area, is 3.75 mills per$1,000.00, which is more than the rolled-back rate of 3.3881 mills per$1,000.00 by 10.68%. Such millage rate will be collected pursuant to the same manner and form as county taxes. This resolution shall take effect immediately upon its adoption. 'l The foregoing resolution was offered by Commissioner IA like., who moved its adoption. The motion was seconded by Commissioner Leln \. D ard0 , and the vote was as follows: Page lof2 16I 1 Resolution 23-018 September 28,2023 Page 2 of 2 Commissioner Vote Commissioner M.James Burke Yay Commissioner James A. Calamari Yu/ Commissioner Christopher L. Crossan y l Commissioner Norman E. Feder Yel Commissioner J. Christopher Lombardo Ya-y Duly passed on this 28th day of September, 2023 by the Board of Fire Commissioners of the North Collier Fire Control and Rescue District. NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT M.Jame Burke Ja es A. mar Christopher L. Crossan 44 Nor an E. Feder er Lombardo Page 2 of 2 1 6 I 1 an y caio RESOLUTION 23-019 A RESOLUTION OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT OF COLLIER COUNTY, FLORIDA, IMPOSING IMPACT FEE RATES FOR THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT FOR FISCAL YEAR 2023-2024;PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, impact fees are a funding mechanism that a local government may utilize to pay for public improvements that are necessary to serve new growth; and WHEREAS, impact fees must satisfy a dual rational nexus test to be constitutional; and WHEREAS,the dual rational nexus test requires a local government to show a reasonable nexus between the local government's need for additional capital facilities and the new construction and that a special benefit is conferred upon the fee payers; and WHEREAS,Subsection 8 of section 6 of the North Collier Fire Control and Rescue District's Charter within section 3 of chapter 2015-191, Laws of Florida, authorizes the North Collier Fire Control and Rescue District to assess impact fees for capital improvements on new construction within its boundaries; and WHEREAS,the impact fee rates were based upon the most recent and localized data, as evidenced by the Impact Fee Indexing Study Final Report dated August 24, 2020,and are not being increased in the 2023-2024 fiscal year;and WHEREAS,the accounting of the impact fee revenues and expenditures are provided for and reported in a separate and segregated special revenue fund entitled Impact Fee Fund; and WHEREAS, Collier County collects the impact fees for the North Collier Fire Control and Rescue District and charges an administrative fee to cover Collier County's actual costs of such collection, pursuant to interlocal agreements dated September 25, 1990 and December 13, 2005; and Page 1 of 4 Resolution 23-019 16 I 1 September 28,2023 Page 2 of 4 WHEREAS,to promote efficiency with Collier County in its collection of the North Collier Fire Control and Rescue District's impact fees,this resolution includes impact fee land use categories that are consistent with Collier County's impact fee land use categories as well other collection procedures; and NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT of Collier County Florida,that: Section 1. The above recitals are true and correct, and are fully incorporated herein. Section 2. The North Collier Fire Control and Rescue District hereby adopts and incorporates the North Collier Fire Control& Rescue District Fire Impact Fee Indexing Study Final Report dated August 24, 2020, attached in its entirety as Exhibit A, including the assumptions, conclusions, and findings in the study. Section 3. This resolution shall be applicable within the entirety of the North Collier Fire Control and Rescue District. Section 4. The North Collier Fire Control and Rescue District hereby adopts the following schedule of impact fee charges upon new construction to be used for capital improvements that are necessary to serve new growth in accordance with Florida law: 1 Land Use Unit Total Impact Fee Residential sf $0.17 Non-Residential sf $1.06 Section 5. In the event a development is a mixed use development,the impact fee shall be calculated based upon each separate impact fee land use category included in the proposed mixed use development as set forth in Section 4. Section 6. In the event a development involves a land use not contemplated under the impact fee land use categories set forth in Section 4,the impact fee shall be calculated using the appropriate impact fees methodologies contained in the North Collier Fire Control & Rescue District Fire Impact Fee Update Study Final Report dated August 24, 2020. The impact fee rate calculation shall be determined by using variables Page 2 of 4 16I1 Resolution 23-019 September 28,2023 Page 3 of 4 applicable to the most similar land use categories in the applicable impact fee rate schedules. Section 7. If a conventional building permit for the development is not required (e.g., golf course, park, change of use,etc.),then the impact fee shall be paid prior to the occurrence of any one of the following events, whichever occurs first: (1) The date when the first certificate of occupancy has been issued for any building or structure accessory to the principle use or structure of the development;or (2) The date when the first certificate of occupancy is issued for the first non- accessory building or non-accessory structure to be used by any part of the development;or (3) The date when a final development order,final development permit or other final authorization is issued authorizing construction of a parking facility for any portion of the development; or (4) The date when a final development order,final development permit or other final approval is issued for any part of the development in instances where no further building permit is required for that part of the development; or (5) The date when any part of the development opens for business or goes into use. Section 8. Impact fees shall be collected and kept separate from other North Collier Fire Control and Rescue District revenues and used exclusively in the manner provided for under applicable Florida Law, including Sections 163.31801 and 191.009, Florida Statutes,and Chapter 2015-191, Laws of Florida. Section 9. No reduction in the assessed impact fee rate is authorized. Section 10. If any section, subsection, sentence, clause or provision of this resolution is held invalid, the remainder of the resolution shall not be affected. Section 11. This resolution shall take effect on October 1, 2023. //1 � The foregoing Resolution was offered by Commissioner (,�0»(,U'1 who moved its adoption. 22 The motion was seconded by Commissioner VA!rKe. , and the Vote was as follows: Page 3 of 4 1 6 I 1 Resolution 23-019 September 28,2023 Page 4 of 4 Commissioner Vote Commissioner M.James Burke YCUI Commissioner James A. Calamari \ICU] Commissioner Christopher L. Crossan YaNi Commissioner Norman E. Feder 1/ liLy Commissioner J. Christopher Lombardo Y(Ly Duly passed on this 28th day of September, 2023 by the Board of Fire Commissioners of the North Collier Fire Control and Rescue District. NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT 2/4- M.James Bur e / - AMIN A. . . . 1 ) V OF l Christop L. Crossan eke/r14Z/. _— Nor an E -eder Christopher Lombardo Page 4 of 4 16I1 lindale ' iver planning I design I engineerirn North Collier Fire Control & Rescue District Fire Impact Fee Update Study Final Report August 24, 2020 Prepared for: North Collier Fire Control & Rescue District(NCFCRD) SIRIlk 1885 Veterans Park Drive Naples, FL 34109 l NORTH \ �' DEER *;l (239) 597-3222 �S+.0 Prepared by: 'tarT 2O Tindale Oliver 1000 N. Ashley Dr., #400 Tampa, Florida, 33602 ph (813) 224-8862 fax (813) 226-2106 E-mail: nkamp@tindaleoliver.com 16 I 1 North Collier Fire Control & Rescue District Fire Impact Fee Update Study Table of Contents INTRODUCTION 1 FACILITY INVENTORY 5 SERVICE AREA 8 LEVEL OF SERVICE 8 COST COMPONENT 9 CREDIT COMPONENT 10 NET IMPACT COST 13 DEMAND COMPONENT 14 CALCULATED FIRE IMPACT FEE SCHEDULE 15 IMPACT FEE SCHEDULE COMPARISON 16 Appendix A: Building and Land Analysis-- Supplemental Information Tindale Oliver North Collier FCRD August 2020 i Fire Impact Fee Study 16I1 Introduction Fire impact fees are used to fund capital expansion projects for fire rescue service related facilities, land, vehicles and capital equipment required to support the additional demand created by new growth. The North Collier Fire Control and Rescue District (NCFCRD) was formed in 2015 after the merging of two independent fire districts, the North Naples Fire District (NN) and Big Corkscrew Island Fire District (BCI). The District last updated its fire impact fee study in 2015 after its formation. Given the changes to impact fee variables and to comply with legal requirements, NCFCRD retained Tindale Oliver(TO)to prepare an update study to reflect changes to the cost, credit, and demand components since the last technical study. It should be noted that figures included in this study reflect data collected and analysis completed by September 2019, unless otherwise noted in this report. Methodology The methodology used to update the fire impact fee is a consumption-based impact fee methodology, which has also been used to calculate the current adopted fire impact fee for the District as well as several fire/EMS impact fees throughout Florida, including, but not limited to, fees in Collier, Orange, Palm Beach, Indian River and Brevard Counties. A consumption-based impact fee is intended to charge new growth the proportionate share of cost associated with providing fire rescue facilities available for use by new growth. The demand component of the District's current fire impact fee uses a population-based approach. Per the request of the District, this update study utilizes an incident-based approach for the demand component. Legal Standard Overview In Florida, legal requirements related to impact fees have primarily been established through case law since the 1980's. Impact fees must comply with the "dual rational nexus" test, which requires that they: • Be supported by a study demonstrating that the fees are proportionate in amount to the need created by new development paying the fee; and • Be spent in a manner that directs a proportionate benefit to new development, typically accomplished through establishment of benefit districts (if needed) and a list of capacity- Tindale Oliver North Collier FCRD August 2020 1 Fire Impact Fee Study 16 I 1 adding projects included in the City's Capital Improvement Plan, Capital Improvement Element, or another planning document/Master Plan. In 2006,the Florida legislature passed the "Florida Impact Fee Act,"which recognized impact fees as "an outgrowth of home rule power of a local government to provide certain services within its jurisdiction." § 163.31801(2), Fla. Stat. The statute — concerned with mostly procedural and methodological limitations—did not expressly allow or disallow any particular public facility type from being funded with impact fees. The Act did specify procedural and methodological prerequisites, such as the requirement of the fee being based on most recent and localized data, a 90-day requirement for fee changes, and other similar requirements, most of which were common to the practice already. More recent legislation further affected the impact fee framework in Florida, including the following: • HB 227 in 2009: The Florida legislation statutorily clarified that in any action challenging an impact fee, the government has the burden of proving by a preponderance of the evidence that the imposition or amount of the fee meets the requirements of state legal precedent or the Impact Fee Act and that the court may not use a deferential standard. • SB 360 in 2009: Allowed fees to be decreased without the 90-day notice period required to increase the fees and purported to change the standard of legal review associated with impact fees. SB 360 also required the Florida Department of Community Affairs (now the Department of Economic Opportunity) and Florida Department of Transportation (FDOT) to conduct studies on "mobility fees," which were completed in 2010. • HB 7207 in 2011: Required a dollar-for-dollar credit, for purposes of concurrency compliance, for impact fees paid and other concurrency mitigation required. • HB 319 in 2013: Applied mostly to concurrency management authorities, but also encouraged local governments to adopt alternative mobility systems using a series of tools identified in section 163.31801 (5)(f), Florida Statutes. • HB 207 in 2019: Included the following changes to the Impact Fee Act along with additional clarifying language: 1. Impact fees cannot be collected prior to building permit issuance; and 2. Impact fee revenues cannot be used to pay debt service for previously approved projects unless the expenditure is reasonably connected to,or has a rational nexus with, the increased impact generated by the new residential and commercial construction. Tindale Oliver North Collier FCRD August 2020 2 Fire Impact Fee Study 161 1 • HB 7103 in 2019: Addressed multiple issues related to affordable housing/linkage fees, impact fees, and building services fees. In terms of impact fees, the bill required that when local governments increase their impact fees, the outstanding impact fee credits for developer contributions should also be increased. This requirement will operate prospectively. This bill also allowed local governments to waive/reduce impact fees for affordable housing projects without having to offset the associated revenue loss. • SB 1066 in 2020: Added language allowing impact fee credits to be assignable and transferable at any time after establishment from one development or parcel to another that is within the same impact fee zone or impact fee district or that is within an adjoining impact fee zone or district within the same local government jurisdiction. In addition, added language indicating any new/increased impact fee not being applicable to current or pending permit applications submitted prior to the effective date of an ordinance or resolution imposing new/increased fees. • HB 1339 in 2020: Requires reporting of impact fee related information within the annual financial audit report submitted to the Department of Financial Services. The following paragraphs provide further detail on the legal standards applicable here. Impact Fee Definition • An impact fee is a one-time capital charge levied against new development. • An impact fee is designed to cover the portion of the capital costs of infrastructure capacity consumed by new development. • The principle purpose of an impact fee is to assist in funding the implementation of projects identified in the Capital Improvements Element (CIE) and other capital improvement programs for the respective facility/service categories. Impact Fee vs. Tax • An impact fee is generally regarded as a regulatory function established based upon the specific benefit to the user related to a given infrastructure type and is not established for the primary purpose of generating revenue for the general benefit of the community, as are taxes. • Impact fee expenditures must convey a proportional benefit to the fee payer. This is accomplished through the establishment of benefit districts, where fees collected in a benefit district are spent in the same benefit district. In the case of fire impact fees, due to fire stations' ability to provide support to each other, typically a single benefit district that includes the entire service-area is used, unless there are significant geographic or Tindale Oliver North Collier FCRD August 2020 3 Fire Impact Fee Study 16I 1 man-made barriers that prevent facilities/equipment in certain sections of a service area from assisting others. • An impact fee must be tied to a proportional need for new infrastructure capacity created by new development. This technical report has been prepared to support legal compliance with existing case law and statutory requirements and documents the methodology used for impact fee calculations for each fee in the following sections, including an evaluation of the inventory, service area, level of service (LOS), cost, credit, and demand components. Information supporting this analysis was obtained from the District and other sources, as indicated. The study methodology is documented in the following sections of this technical report: • Facility Inventory • Service Area • Level of Service • Cost Component • Credit Component • Demand Component • Calculated Fire Impact Fee Schedule • Impact Fee Schedule Comparison These various elements are summarized in the remainder of this report,with the result being the calculated fire impact fee schedule. Tindale Oliver North Collier FCRD August 2020 4 Fire Impact Fee Study 16I1 Facility Inventory According to information provided by the NCFCRD, the District owns and operates 10 stations to provide fire rescue related services. Table 1 shows a summary of the NCFCRD building inventory included in the impact fee calculations. As presented, the inventory includes a total of approximately 120,000 square feet of building space and approximately 84 total acres of land. Although a total of 84 acres is associated with fire rescue stations and ancillary buildings,some of these buildings are co-located with other non-fire related structures on a given parcel. To account for that, the total building square footage on each parcel is reviewed to determine a ratio of acres per square foot of building for each parcel. Then,the portion of the acreage associated with the buildings providing fire rescue services is calculated and included in the inventory. This adjusted acreage figure results in a total of 77 acres owned by the District that are being used for fire facilities. An important part of the impact fee calculations involves determining the current value of the capital assets. To determine the building value,Tindale Oliver reviewed cost of recently built fire stations by other Florida fire departments/districts, insurance values of existing stations, and any estimates for future fire stations provided by the District. This analysis resulted in a cost estimate of$315 per square foot for fire stations. Further detail on this estimate is provided in Appendix A. Land values were determined through a review of the following: • The market value of parcels where the current fire stations are located, obtained from the Collier County Property Appraiser's database; • Most recent land purchases for future fire stations; • Vacant land sales and market values of all vacant land of similar size parcels in NCFCRD; and • Changes in land value trends in Collier County since the last study. Based upon this information and review, the land value is estimated at $100,000 per acre for impact fee calculations. Appendix A provides more detailed information on the land value analysis conducted. 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'� .. u mn v ¢ w— c 7 `� Gl E 7 0 i E i3Ea ..r v = ,_ aL+ c° U -gyp 7 O E 'p OO L O N s 3 7 Q c w Cr U. O H 'r c +' c..)ro >-_c .?_,c .. o % a N g ;a r on env o , v., c > ono an ` Yo -r O7n1 -6 NNcNNa E Z O O , w co E ' Q LL O Yr Ea 0, N °A �'' K . pv 0e h .v ai v a) an-- p- c c p •'n co ui ia)c Y N v O -0 7, ` CVa a v i E 9 a v a v a a a a v a v 7QVvOj c O .nS a ,e 338 < 4m2 N .2SSS 5 9 c9 9 � p N n Q u uQ VVl Q� H 51 � 0 0 0 0 0 0 0 0 0 0 crY � c c c c � � CNNN � v.I. e, � � 0:a.93 > > > 360D > > 3 -IN m R no o 0, 9 '1 'N ',Li' V 7 -0 be c D a 1 6 I 1 In addition to the land and buildings inventory, NCFCRD also has the necessary equipment and vehicles to perform its fire services duties. Table 2 summarizes the equipment and vehicle inventory needed for a new station. As shown, the asset value of fire services related equipment and vehicles is estimated at $1.7 million per station. Table 2 North Collier FCRD Vehicle and Equipment Value Description° Units") Total Asset Value") Fire Engine/Pumper 1 $605,000 Tower/Ladder Truck(1/3 cost-1 in 3 stations has a Tower/Ladder Truck) 1 $366,666 Squad or Quick Response Vehicle(1/3 cost-1 in 3 stations has a Squad or quick response vehicle) 1 $75,405 BC Vehicle(3/10 Cost-3 in 10 stations has a BC vehicle that is shared) 1 $17,002 Special Response ATV(4/10 cost-4 in 10 stations have an ATV,allocated one in the East and three in the West) 1 $4,800 Boat(4/10 cost-4 in 10 stations has a boat,allocated one in the East and three in the West) 1 $1,600 Station Furniture,Fixtures,Appliances 1 $97,500 Station Equipment(Fitness,Operating) 1 $65,737 Protective Gear 9 $22,500 Mobile Data Terminals(Computers in Apparatus) 20 $97,600 Thermal Imagining Cameras 1 $6,025 Extrication Tools(Hurst Hydraulics) 13 $31,021 SCBA Cylinders and Packs 10 $53,452 Communication Equipment(Repeater,Base Radios,Mobile Radios,Fiber Optics) 10 Portables,1 $74,999 repeater,1 base Medical Equipment 3 $92,000 MAKO System 1/10 of cost $4,200 Computer Network Servers 1 $28,054 Computer Network Hardware(routers,etc.) 1 552.000 Total Asset Value per Station $1,695,561 1) Source: North Collier Fire Control and Rescue District Tindale Oliver North Collier FCRD August 2020 7 Fire Impact Fee Study 16I 1 Service Area NCFCRD provides fire rescue services in a 264-square mile area that includes coastal beach, urban and rural residential/non-residential structures and uninhabited wildlands. As mentioned previously, the District was formed in the portion of unincorporated county that was formerly the Big Corkscrew Island (BCI) and North Naples (NN) Fire Districts. Given the ability of stations to support each other, the proper benefit district for the provision of fire services is the entire NCFCRD. Level of Service Although fire departments measure level of service in terms of response time, for impact fee calculation purposes, the current level of service (LOS) is calculated based on annual incidents per station as presented in Table 3. Table 3 Level of Service (2019) Variable Figure Number of Stations(1) 10 Average Annual Number of Incidents (2017-2019)(2) 18,832 LOS(Incidents per Station)131 1,883 1) Source:Table 1 2) Source: North Collier FCRD.Average number of incidents between (2017- 2019).June through December for 2019 was estimated based on average monthly incidents from January to May. 3) Average number of incidents(Item 2)divided by the number of stations (Item 1) Tindale Oliver North Collier FCRD August 2020 8 Fire Impact Fee Study 16I 1 Cost Component The cost component of the study evaluates the cost of all capital items, including buildings, land and equipment/vehicles. Table 4 provides a summary of all capital costs, which amounts to approximately$60.6 million. Also shown in Table 4 is the total impact cost for NCFCRD at$3,217 per incident. Table 4 Total Impact Cost per Incident Percent of Variable Figure Total(9) Building Value(1) $35,983,610 59% Land Value(2) $7,650,000 13% Vehicle and Equipment Value(3) $16,955,610 28% Total Asset Value) $60,589,220 100% Number of Stations(5) 10 Cost per Station(6) $6,058,922 Annual Average Number of Incidents(7) 18,832 Total Impact Cost per Incident(8) $3,217.35 1) Source:Table 1 2) Source:Table 1 3) Source:Table 2 4) Sum of building value (Item 1), land value (Item 2), and vehicle and equipment value(Item 3) 5) Source:Table 3 6) Total asset value(Item 4)divided by the number of stations(Item 5) 7) Source:Table 3 8) Total asset value(Item 4)divided by the annual average number of incidents(Item 7) 9) Distribution of building, land,vehicle and equipment values Tindale Oliver North Collier FCRD August 2020 9 Fire Impact Fee Study 161 1 Credit Component To avoid overcharging new development for the fire impact fee, a review of the capital financing program for fire facilities and capital assets was completed. The purpose of this review was to determine any non-impact fee revenue generated by new development that is being used for capital facility (buildings, land, vehicles and equipment) expansion of the fire rescue program. Revenue credits would then apply against the cost per resident and cost per incident so that new development is not charged twice for capital expansion projects. Capital Expansion "Cash" Credit An analysis of the historical fire expenditures for the five-year period from 2014 through 2018 was completed. Based on the information provided by NCFCRD, the only funding source, other than impact fees, is the property tax. Table 5 summarizes capital expenditures for the last five fiscal years. The capital improvement credits per incident were calculated using the average capital expansion expenditures during the same time period. As presented, the result is an annual capital expansion credit of $14.53 per incident. The payments are adjusted to account for the fact the new homes tend to have higher value than the average of all existing homes and pay higher property taxes per dwelling unit. This adjustment factor was estimated based on a comparison of the average taxable value of new homes built over the past five years to that of all homes. As presented, in the case of residential land uses, the capital expansion credit per incident amounts to $16.71. Tindale Oliver North Collier FCRD August 2020 10 Fire Impact Fee Study 16I1 Table 5 Capital Expansion "Cash" Credit per Incident Description(1) FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Total Land - - $794,552 - - $794,552 Construction in Progress - - $51,444 $114,799 $20,743 $186,986 Buildings/Improvements - - $100,532 $179,283 $106,777 $386,592 Total Capital Expansion Expenditures $0 $0 $946,528 $294,082 $127,520 $1,368,130 Average Annual Capital Expansion Expenditures(2) $273,626 Annual Average Number of Incidents(2017-2019)(3) 18,832 Annual Capital Expansion Expenditure per Incident(4) $14.53 Credit Adjustment Factor for Residental Land Uses15l 1.15 Adjusted Annual Capital Improvement Credit per Incident(6) $16.71 1) Source: North Collier Fire Control and Rescue District 2) Average capital expenditures over the five-year period 3) Source:Table 3 4) Annual capital expansion expenditures(Item 2)divided by the average number of incidents(Item 3) 5) Adjustment factor to reflect higher ad valorem taxes paid by new homes 6) Annual capital expansion expenditure per person(Item 4) multiplied by the credit adjustment factor(Item 5) Debt Service Credit Any outstanding debt issues related to the expansion of the District's facilities also will result in a credit to the impact fee. The NCFCRD is currently paying debt service on a capital lease used to fund new equipment for the District's facilities. The debt service will be paid through FY 2026 using property tax revenues. The credit for the lease payments was calculated by dividing the present value of the total remaining payments of the lease by the average incidents over the same period. As presented in Table 6, the resulting credit for the District's facilities related debt amounts to $24.91 per incident. The lease payments are adjusted to account for the fact the new homes tend to pay higher property taxes per dwelling unit. As presented, in the case of residential land uses, the total adjusted debt service credit per incident is$28.65. Tindale Oliver North Collier FCRD August 2020 11 Fire Impact Fee Study 1 6 1 1 2 q S I. c > c # e c / 7 k a) ƒ12 //U tu - CJ CO \ \ % � 2 < \ { 2 2 J k % CO ? E ƒ f k > a) C ; _ in k \ C / - 13 E 2 / o \ C j 0 ) / 5 § f W 2 k / \ ■ s- J \ ) u N ( / \ E \ - 2 ) C ,_ � � OJ E % c > 2 } - ' C C0 0 \ k k O zct � — � � _ _ � ® 2 G ± 5 R / s 4 = 74- - E 20,9 § Ek - � � E1 E { \ ;6: � [ E ± � jfg ƒ \ e 2C73 C \ k = E / � 2E > 22 ® k 2 } 0 E = a k ƒ \ \ E E ƒ u y ® E c a / § 3 / f ƒ t % � 5 0 C 0) § 4 t = % c C \ / - \ % ± * 2 k ■ 1 T 2 CO 2 & § \ � { od © em » 0 § 7 e { 7 f - 5 / k / m 4 4' / k E / J \ E 5 \ o r cu )C E ci < -0 § _ _ § { \ _ 0 \ f " O , 2 LT / \ $ \ / j \ } < } $ 6 ULLI e _ NI m cr m up N J 16I 1 Net Impact Cost Table 7 summarizes the calculation of the net fire impact cost per incident,which is the difference between the total impact cost and the total revenue credit. The resulting net impact cost per incident is$2,948 for residential land uses and $2,981 for non-residential land uses. Table 7 Net Fire Impact Cost per Incident Variable Figure Impact Cost per Incident(1) Total Impact Cost $3,217 Capital Improvement Credit per Incident Capital Improvement Credit121' - Residential Land Uses $17 - Non-residential Land Uses $15 Capitalization Rate 5.00% Capitalization Period (in years) 25 Total Capital Improvement Credit(3) Capital Expansion Credit- Residential Land Use $240 Capital Expansion Credit- Non-Residential Land Use $211 Debt Service Credit per Incident Debt Service Credit(4) - Residential Land Uses $29 - Non-residential Land Uses $25 Total Capital Expenditure Credit per Incident(5) - Residential Land Uses $269 - Non-residential Land Uses $236 Net Impact Cost per Incident(6) - Residential Land Uses $2,948 - Non-Residential Land Uses $2,981 1) Source:Table 4 2) Source:Table 5 3) Average annual capital improvement credit(Item 2)for a capitalization rate of 5.0%over 25 years for residential and non-residential uses 4) Source:Table 6 5) Sum of capital improvement credit(Item 3)and total debt service credit(Item 4) 6) Total impact cost(Item 1)less total capital expenditure credit(Item 5) Tindale Oliver North Collier FCRD August 2020 13 Fire Impact Fee Study 161 1 Demand Component In determining the impact fee for each land use on a per incident basis, it is necessary to determine service delivery to residential and non-residential land uses. Using the incident approach, the average annual number of calls received from each land use was compared to the square footage of each land use within NCFCRD. Total square footage by land use was obtained from the Collier County Property Appraiser's database initially in 2019 with supplemental data being obtained in 2020. The Collier County Property Appraiser's database defines total square footage as the total area of the improved or built structure which includes areas under air conditioned in addition to lanais, garages, porches, etc. In the case of residential land uses, this square footage includes an adjustment factor to account for reduced value of certain ancillary structures. Table 8 presents this distribution of incidents per square foot for residential and non- residential land uses. Table 8 NCFCRD Distribution of Incidents Land Use Square Feet(1) Incidents(2) Incidents per 1,000 q Square Feet(3) Residential 171,370,043 9,665 0.056 Non-Residential 25,918,554 9,167 0.354 1) Source: Collier County Property Appraiser's Database 2) Source: North Collier FCRD. Average annual incidents between (2017—2019).June through December for 2019 was estimated based on average monthly incidents from January to May 3) Incidents(Item 2)divided by square feet(Item 1), multiplied by 1,000 Tindale Oliver North Collier FCRD August 2020 14 Fire Impact Fee Study 16 I 1 Calculated Fire Impact Fee Schedule Based on the analysis presented in this report, a fire impact fee schedule was developed for residential and non-residential land uses. Tables 9 and 10 present the calculated impact fee schedule using an incident-based approach. Table 9 includes calculations on a per square foot basis for both residential and non-residential land uses. Table 10 presents the final impact fee schedule, which includes a fee per dwelling unit for the residential categories. The fee for each residential category is calculated based on median size of homes built since 2014 multiplied by net impact cost per square foot from Table 9. Table 9 North Collier FCRD Net Impact Cost per Square Foot Incidents per Net Impact Land Use Unit 1,000 Square Cost per Feet121 Square Foot(3) Net Impact Cost per Incident") Residential $2,948 Non-Residential $2,981 Residential sf 0.056 $0.17 Non-Residential sf 0.354 $1.06 1) Source:Table 7 2) Source:Table 8 3) Net impact cost per incident (Item 1) multiplied by incidents per 1,000 square feet (Item 2)divided by 1,000 Table 10 North Collier FCRD Impact Fee Schedule Median Rate per Calculated Land Use Unit Square Feet Sq Ft(1) Unit(?) Impact Fee(3) per Unit Residential Single Family Less than 4,000 sq ft du $0.17 2,800 $476 Single Family 4,000 sq ft or more du $0.17 4,900 $833 Multi-Family(Apt/Condo) du $0.17 2,100 $357 Mobile Home/RV(Tied Down) du $0.17 1,100 $187 Non-Residential Non-Residential sq ft $1.06 - $1.06 1) Source:Table 9 2) Source:Collier County Property Appraiser Database for homes built since 2014 3) Rate per square foot(Item 1)multiplied by median square feet per unit for residential land uses Tindale Oliver North Collier FCRD August 2020 15 Fire Impact Fee Study 16I1 Impact Fee Schedule Comparison As part of the work effort in updating NCFCRD fire impact fee program, a comparison of fire impact fee schedules was completed for other fire districts of Collier County. Table 11 presents this comparison. Tindale Oliver North Collier FCRD August 2020 16 Fire Impact Fee Study 161 1 o >- U• .2 LL N L C - LL 7 O +.. U u O ca O O O O O O a u O 00 00 00 00 w i a) N La VD l0 VD v O v ate+ O o rj i/? in. Vr Vr (O Z a) Q = 0 7 i O in O O 6 b._ U a) N `� 0 Q L 0 U. O a) v O N N N N o Q CU N m m m m ` o N.' V? i t. V} V} L (0 - = LO 0 V? p O O Cs O 0 O C E a) N r-i a, a, EL ", u. f0 as 7 0- i .7 l0 lO l0 L.0 O C a) ‘7 N N N N — i- y V. V} t, V} i/. 0 0 ate+ LL .0 o N O O c0 .2 C L Q Q O Q 0) Q 0 l7 ns 0 0 in Z v ri `RS as a >. CO lip 01 I - O N t0 N 00 v V � Q VV V NLry \aJ a) °-1 O in. 0 ei 7 — N O >• I-1 -a U -a t, U aJt a) vY N — o 0 0 0 0 H y N v 0 0 0 0 0) .a 2 Z ` y tn ri ri ri c- y 4 co V} V} V} V� - U• co O c U 0 (o f0 U N C 'c 'E a) O.Ero O 2 a, v a) L_ U (L6 4►- 4- 4- L LL VL .s VI VI Vf Vf uCC RS • (O 0 0 0 0 c L- N O O O O O 7 r-I L--I ,--I i--I O a) to ++ N ► CO ` C ` C U 0• C v v *' a; 0.0 3 a, � (0 L LL C Q c y_, H a) v• 7 U N D U 0 =.' 4- a) C O O a) a) }' N .� 7 .-I U Y N -O co fV �_ Q O 5.7 OD N +L�+ 00 N O ° a as 0 - 3 a, 1- Z 0) v eL = Li 'O aN-I o U U 7 7 co O O ii 7 7 U U Cu < . w C s • U •CD 4' -0 Vim) U) U U C vC Z J 0 0-'COc (o L.L. ,u N m Tr U) i N O N O N a) +J (6 N to C _ 7 H Q 1611 Appendix A Building and Land Value Analysis Supplemental Information 1611 Appendix A This appendix provides the additional data and information on building and land value estimates. Building Values Building value estimates were based on the following analysis: • A review of cost associated with recently built stations or estimates for future stations in NCFCRD; • A review of cost associated with recently built or bid fire stations in other Florida jurisdictions; • NCFCRF station/building insurance values; and • Industrywide cost increases since the last study. NCFCRF did not build any new stations since the last technical study; however, the District estimates the cost for a future station at $420 per square foot. Tindale Oliver obtained cost information from several jurisdictions to supplement the local data. The bids and estimates received in between 2017 and 2019 ranged from $250 per square foot to $460 per square foot. Insurance values of existing fire stations averaged $325 per square foot. It should be noted that insurance values are considered to be a conservative estimate because insurance companies exclude the value of the foundation and other more permanent parts of the structure that would not have to be rebuilt if the structure was damaged. A review of nationwide construction cost increases since 2015 suggested an increase of 13%, as reported by Engineering News Record (ENR) Building Cost Index. Applying this increase to the cost estimates used in the 2015 study resulted in a unit cost of $295 per square foot for fire stations. Given this information, an average value of$315 per square foot was used for fire stations and the administrative building. In addition, an estimate of$235 per square foot is used for support facilities based on insurance values. Table A-1 summarizes this information. Tindale Oliver North Collier FCRD August 2020 A-1 Fire Impact Fee Study 16I1 Table A-1 Building Cost per Square Foot Cost per Source Year Square Foot Estimated Station CostM 2015 $260 - ENR Building Cost Index(2) 2015-2019 13% Indexed Station Cost(3) 2019 $294 Future Station Cost Estimate(4) $420 Insurance Values:i4i - Fire Stations &Administrative Building 2019 $325 -Support Facilities 2019 $235 Other Florida Jurisdictions- Fire Stations 2017-2019 $250-$460 Used in the Study: - Fire Stations &Administrative Building 2019 $315 -Support Facilities 2019 $235 (1) Source: North Collier Fire Control&Rescue District Fire Impact Fee Update Study Final Report, October 13,2015 (2) Source: Engineering News Record (3) 2015 estimated station cost(Item 1)indexed using the ENR Building Cost Index(Item 2) (4) Source: North Collier Fire Control&Rescue District Land Values To determine land value for future fire station land purchases, the following data/information was evaluated: • The market (or just) value of parcels where current fire stations are located based on information provided by the Collier County Property Appraiser; • Most recent land purchases for future fire stations; • Vacant land sales and market/just values of all vacant land in NCFCRD; and • Land value trends since the most recent study. Land values in Collier County increase by approximately 25% since the last study. Applying this index to the estimated land value of$80,000 per acre used in the 2015 study results in a value of $100,000 per acre. The District's most recent purchase cost$315,000 per acre. The value of land owned by the District averages $140,000 per acre. Tindale Oliver North Collier FCRD August 2020 A-2 Fire Impact Fee Study 16I1 Vacant land sales of similar size parcels in the District indicated an average value of$40,000 per acre to $622,000 per acre depending on the zoning and location of the parcels. Similarly, value of all vacant land, as estimated by the Collier County Property Appraiser, averaged $32,000 per acre to $443,000 per acre. This information is summarized in Table A-2. Table A-2 Land Value per Acre Source Year Cost per Acre Estimated Land Value(1) 2015 $80,000 -Vacant land value increase(2) 2015-2019 25% Indexed Land Value(3) 2019 $99,848 Recent Land Purchases:l41 -Yarberry Lane Purchase 2018 $315,615 Value of Existing Parcels:l51 -Weighted Average 2019 $140,724 Vacant Land Sales(6) 2014-2019 Land Use Count Sale price per acre Average Median All Sales: 0.05 to 5 acres 1,267 $61,833 $21,384 5 to 10 acres 38 $39,722 $24,000 Commercial: 0.05 to 5 acres 4 $621,975 $482,535 5 to 10 acres 0 N/A N/A Vacant Land Values(7) 2019 Land Use Count Value per acre Average Median All: 0.05 to 5 acres 3,390 $64,411 $23,708 5 to 10 acres 76 $32,104 $11,338 Commercial: 0.05 to 5 acres 81 $442,448 $486,650 5 to 10 acres 1 $207,016 $207,016 Used in the Study-Cost per Acre I$100,000 (1) Source: North Collier Fire Control&Rescue District Fire Impact Fee Update Study Final Report, October 13,2015 (2) Source: Collier County Property Appraiser Tindale Oliver North Collier FCRD August 2020 A-3 Fire Impact Fee Study 16I1 (3) 2015 estimated station cost(Item 1)indexed using the Collier County Property Appraiser estimate (Item 2) (4) Source: North Collier Fire Control& Rescue District (5) Source: Collier County Property Appraiser Database (6) Source: Collier County Property Appraiser Database (7) Source: Collier County Property Appraiser Database Given these variations, an estimate of $100,000 per acre is considered a reasonable, if not conservative estimate for impact fee calculation purposes. Tindale Oliver North Collier FCRD August 2020 A-4 Fire Impact Fee Study 16I1 _.zw. RESOLUTION 23-020 A RESOLUTION OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL BUDGET FOR THE NORTH NAPLES SERVICE DELIVERY AREA GENERAL FUND FOR FISCAL YEAR 2023-2024; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, on September 28, 2023 held a public hearing as required by Florida Statute 200.065; and WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, set forth the appropriations for the North Naples Service Delivery Area in the amount of $47,399,871 and revenue estimates in the amount of$47,248,753 for the General Fund for the Fiscal Year Fiscal Year 2023-2024; and NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT of Collier County Florida,that the Fiscal year 2023-2024 Final Budget for the General Fund for the North Naples Service Delivery Area be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner LOWnbarb who moved its adoption. 1 The motion was seconded by Commissioner iriJ `71�1� ,and the Vote was as follows: Page 1 of 2 16I1 Resolution 23-020 September 28,2023 Page 2 of 2 Commissioner Vote I-Commissioner M.James Burke Wu/ Commissioner James A. Calamari t Commissioner Christopher L. Crossan ,l Commissioner Norman E. Feder Commissioner J. Christopher Lombardo lr I Duly passed on this 28th day of September, 2023 by the Board of Fire Commissioners of the North Collier Fire Control and Rescue District. NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT M.James Burk • Ja sA. C Christopher L. Cross- i G-L;.��s� Nor an E. Feder J. Christopher Lombardo Page 2 of 2 1b l 1 1 nil • RESOLUTION 23-021 A RESOLUTION OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL BUDGET FOR THE BIG CORKSCREW ISLAND SERVICE DELIVERY AREA GENERAL FUND FOR FISCAL YEAR 2023-2024; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, on September 28, 2023 held a public hearing as required by Florida Statute 200.065; and WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, set forth the appropriations for the Big Corkscrew Island Service Delivery Area in the amount of$14,120,518 and revenue estimates in the amount of$12,708,930 for the General Fund for the Fiscal Year Fiscal Year 2023-2024; and NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT of Collier County Florida,that the Fiscal year 2023-2024 Final Budget for the General Fund for the Big Corkscrew Island Service Delivery Area be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner 0)(0 , who moved its adoption. The motion was seconded by Commissioner 3t11-1<e_i ,and the Vote was as follows: Page 1 of 2 ' 6l1 Resolution 23-021 September 28,2023 Page 2 of 2 Commissioner Vote Commissioner M.James Burke 1/ �y Commissioner James A. Calamari YCL/ Commissioner Christopher L. Crossan yily Commissioner Norman E. Feder y4 Commissioner J. Christopher Lombardo aq Duly passed on this 28th day of September, 2023 by the Board of Fire Commissioners of the North Collier Fire Control and Rescue District. NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT -6,6Z. M.J mes Burke eh WA. _____. ..,,,,,,,,,C - Christopher L. Crossan (--. 1.141-`41-'idea_ Nor an E eder --�'J. Christopher Lombardo Page 2 of 2 1 6 I 1 RESOLUTION 23-022 A RESOLUTION OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL BUDGET FOR THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT IMPACT FEE FUND FOR FISCAL YEAR 2023-2024; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, on September 28, 2023 held a public hearing as required by Florida Statute 200.065; and WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, set forth the appropriations in the North Collier Fire Control and Rescue District in the amount of$514,000 and revenue estimates in the amount of$605,000 for the Impact Fee Fund for the Fiscal Year 2023-2024; NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT of Collier County Florida,that the fiscal year 2023-2024 Final Budget for North Collier Fire Control and Rescue District Impact Fee Fund be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner BV r Kt , who moved its adoption. The motion was seconded by Commissioner l. ornberdo , and the Vote was as follows: Page 1 of 2 16I1 Resolution 23-022 September 28,2023 Page 2 of 2 Commissioner Vote Commissioner M.James Burke \f �y Commissioner James A. Calamari _ ay Commissioner Christopher L. Crossan ` 0.7 Commissioner Norman E. Feder Y Cay Commissioner J. Christopher Lombardo �f /G�IJ Duly passed on this 28th day of September, 2023 by the Board of Fire Commissioners of the North Collier Fire Control and Rescue District. NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT M.Jam s Burke es A. C ari hristoph: L. Cr n Nor .n E. Feder J. Christopher Lombardo Page 2 of 2 1 6 I 1 011 1fl RESOLUTION 23-023 A RESOLUTION OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT OF COLLIER COUNTY FLORIDA,ADOPTING THE FINAL BUDGET FOR THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT INSPECTION/PLAN REVIEW FEE FUND FOR FISCAL YEAR 2023-2024; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, on September 28, 2023 held a public hearing as required by Florida Statute 200.065; and WHEREAS,the North Collier Fire Control and Rescue District of Collier County, Florida, set forth the appropriations in the North Collier Fire Control and Rescue District in the amount of$2,026,550 and revenue estimates in the amount of$2,004,000 for the Inspection/Plan Review Fee Fund for the Fiscal Year 2023-2024; NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT of Collier County, Florida,that the fiscal year 2023-2024 Final Budget for North Collier Fire Control and Rescue District Inspection/Plan Review Fee Fund be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner C1O.YflYI ,who moved its adoption. The motion was seconded by Commissioner ur-K.e, ,and the Vote was as follows: Page 1 of 2 16 I 1 Resolution 23-023 September 28,2023 Page 2 of 2 Commissioner Vote Commissioner M.James Burke I Q.y Commissioner James A. Calamari ay Commissioner Christopher L. Crossan Commissioner Norman E. Feder Yay CommissionerJ. Christopher Lombardo yay Duly passed on this 28th day of September, 2023 by the Board of Fire Commissioners of the North Collier Fire Control and Rescue District. NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT /22 e(A4 M.James urke a .s A. C... 11/11)Fr Christophe . C' Nor41P - n E. Feder J. C nstopher Lombardo Page 2 of 2 othOKAtee F "b R Immokalee Fire Control District 16 I S e I I i 5368 Useppa Drive, Ave Maria, FL 34142 Ave Maria Michael J. Choate, Fire Chief October 2, 2023 Mr. Derek Johnson, General Accounting Manager Clerk of the Circuit Court, Finance Department 3299 Tamiami Trail East, #403 Naples, FL 34112 Sent via Certified Mail Dear Mr. Johnson: Enclosed please find the following: 1. Copy of Resolution 2023-016 adopting the final millage rage for the Immokalee Fire Control District for the 2023-2024 fiscal year. 2. Copy of Resolution 2023-017 adopting the final impact fee rates for the Immokalee Fire Control District for the 2023-2024 fiscal year. 3. Copy of Resolution 2023-018 adopting the final General Fund budget for the Immokalee Fire Control District for the 2023-2024 fiscal year. 4. Copy of Resolution 2023-019 adopting the final Impact Fee Fund budget for the Immokalee Fire Control District for the 2023-2024 fiscal year. 5. Copy of Resolution 2023-020 adopting impact fee rates effective January 1, 2024. 6. General Fund and Impact Fee Fund Budgets for the Immokalee Fire Control District for the 2023-2024 fiscal year. 7. Schedule of Board Meetings for the period of October 1, 2023 through September 30, 2024. 8. District Map. 9. The Agent of Record for the Immokalee Fire Control District is Michael Choate, Fire Chief/District Manager. Very truly yours, Y"e/ BECKY BRONSDON Chief Financial Officer 1611 RESOLUTION#2023-016 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA,ADOPTING THE FINAL LEVY OF AD VALOREM TAXES FOR FISCAL YEAR 2023- 2024, PROVIDING FOR AN EFFECTIVE DATE WHEREAS, section 6 of the Immokalee Fire Control District's Charter of chapter 2000-393, Laws of Florida, and Chapter 191.009, Florida Statutes, authorizes the Immokalee Fire Control District to levy an ad valorem taxation on property within its boundaries in Collier County in an amount not to exceed 3.75 mills; and WHEREAS, the Immokalee Fire Control District on September 19, 2023 adopted Fiscal Year 2023-2024 Final Millage Rate following the public hearing required by section 200.065, Florida Statutes; and WHEREAS, the gross taxable value for operating purposes not exempt from ad valorem taxation within the Immokalee Fire Control District, has been certified by the Collier County Property Appraiser as$1,800,845,320; NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida, that the Fiscal Year 2023-2024 operating millage rate for the Immokalee Fire Control District is 3.75 mills per$1,000.00, which is more than the rolled-back rate of 3.4718 mills per$1,000.00 by 8.01%. Such millage rate will be collected pursuant to the same manner and form as county taxes. This resolution shall take effect immediately upon its adoption. u The foregoing resolution was offered by Commissioner 3 L r , who moved its adoption. The motion was seconded by Commissioner k QS.,,,n. , and the 1 loll Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister Commissioner Robert Halman ?,j-4— Commissioner Bonnie Keen Commissioner Donald Gunthner Duly passed and adopted on this 19th day of September, 2023. Board of Commissioners of the Immokalee Fire Control District By: Patricia Anne Goodnight, Chair 2 toIl RESOLUTION#2023-017 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA, IMPOSING THE FINAL IMPACT FEE RATES FOR THE IMMOKALEE FIRE CONTROL DISTRICT FOR FISCAL YEAR 2023-2024, PROVIDING FOR AN EFFECTIVE DATE WHEREAS, impact fees are a funding mechanism that a local government may utilize to pay for public improvements that are necessary to serve new growth; and WHEREAS, impact fees must satisfy a dual rational nexus test to be constitutional; and WHEREAS,the dual rational nexus test requires a local government to show a reasonable nexus between the local government's need for additional capital facilities and the new construction and that a special benefit is conferred upon the fee payers; and WHEREAS, Subsection 6 of chapter 2001-330, Laws of Florida, authorizes the Immokalee Fire Control District to assess impact fees for capital improvements on new construction within its boundaries; and WHEREAS,the calculation of impact fee rates assessed effective for the 2023-2024 fiscal year was based upon the most recent and localized data,as evidenced by the Fire/Rescue Service Impact Fee Update Study dated January 2006; and WHEREAS,the accounting of the impact fee revenues are provided for and reported in a separate and segregated special revenue fund entitled Impact Fee Fund; and WHEREAS,the impact fees adopted by the Board of Fire Commissioners of the Immokalee Fire Control and Rescue District for the 2023-2024 fiscal year are imposed in compliance with Section 163.31801, Florida Statutes; and WHEREAS, the final impact fee rates adopted by the Board of Fire Commissioners were adopted at a Public Meeting held on September 19, 2023; NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE 1 16 1 1I COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida,that the tentative charges for impact fees of$1.11 per square foot of defined living area for residential development and $0.32 per square foot of useable area for commercial and industrial structures as defined in Subsection 6 of chapter 2001-330, Laws of Florida, are adopted in the Immokalee Fire Control District to be used for capital improvements that are necessary to serve new growth in accordance with Florida law. No reduction in the assessed impact fee charge is authorized; This resolution shall take effect immediately upon its adoption. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner l,41,1Ita. , who moved its adoption. L) The motion was seconded by Commissioner 6ri 4:e►" , and the Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister Commissioner Robert Halman W,71- Commissioner Bonnie Keen /2 Commissioner Donald Gunthner Duly passed and adopted on this 19th day of September, 2023. Board of Commissioners of the Immokalee Fire Control District By' (. c' ;I;c, ,, GA"'i��� Patricia Anne Goodnight, Chail( 2 16I1 RESOLUTION#2023-018 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL BUDGET FOR THE IMMOKALEE FIRE CONTROL DISTRICT GENERAL FUND FOR FISCAL YEAR 2023-2024; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Immokalee Fire Control District of Collier County, Florida, on September 19, 2023 held a public hearing as required by Florida Statute 200.065; and WHEREAS, the Immokalee Fire Control District of Collier County, Florida, set forth the final appropriations in the amount of$7,601,042 and final revenue estimates in the amount of $7,634,166 for the General Fund for the Fiscal Year Fiscal Year 2023-2024; and NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida, that the Fiscal Year 2023-2024 Final Budget for the General Fund be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner who moved its adoption. The motion was seconded by Commissioner C1 f-k _ , and the Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister Commissioner —�-- Robert Halman Commissioner Bonnie Keen f Commissioner Donald Gunthner Duly passed and adopted on this 19th day of September, 2023. 1 1 6 I 1 Board of Commissioners of the Immokalee Fire Control District By: l.c 6)(1-ic,, �,{�rL, o 4/4 Patricia Anne Goodnight, Chair 2 16 I 1 RESOLUTION#2023-019 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL BUDGET FOR THE IMMOKALEE FIRE CONTROL DISTRICT IMPACT FEE FUND FOR FISCAL YEAR 2023-2024; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Immokalee Fire Control District of Collier County, Florida, on September 19, 2023 held a public hearing as required by Florida Statute 200.065; and WHEREAS, the Immokalee Fire Control District of Collier County, Florida, set forth the final appropriations in the amount of$1,580,838 and final revenue estimates in the amount of $2,085,000 for the Impact Fee Fund for the Fiscal Year Fiscal Year 2023-2024; and NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida, that the Fiscal Year 2023-2024 Final Budget for the Impact Fee Fund be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner wA-(2-)( , who moved its adoption. The motion was seconded by Commissioner kii --, , and the Vote was as follows: Commissioner Patricia Anne Goodnight ce Commissioner Joseph Brister Commissioner Robert Halman Commissioner Bonnie Keen Commissioner Donald Gunthner Duly passed and adopted on this 19th day of September, 2023. 1 16I 1 Board of Commissioners of the Immokalee Fire Control District By: Pa-it) Patricia Anne Goodnight,' Chair 2 ATTACHMENT 1 6 2023-2024 Final General Fund Budget Actual Amended Final 22/23 vs 7/31/2023 2022-2023 2023-2024 23/24 Balance Forward-Cash Reserves(Assigned) $ 5,700,282 $ 5,700,282 2,700,795 Revenue 001 Collier County Ad Valorem-3.75 Millage Rate $ 6,028,442 $ 5,963,864 $ 7,254,923 $ 1,291,059 002 Public Safety Grants-County CDBG - $ - 003 Public Safety Grants-FF Supplement 1,890 840 2,500 $ 1,660 004 Public Safety Grants-CDBG COVID 102,517 91,808 - $ (91,808) 005 State Grant-Station 30 Construction - $ Other Grants - $ 006 Interest Income 171,627 110,000 110,000 $ - 007 Rents and Royalties 12,965 15,000 15,000 $ - 008 Sale of Surplus Materials and Equipment - - $ - 009 Disposition of Fixed Assets 26,242 25,000 25,000 $ - 010 Donations 20 100 100 $ - 011 Donations-Station 32 Bricks 545 - $ - 012 Special Event Fees 808 1,000 1,000 $ - 013 Other Miscellaneous Revenue 130,851 130,000 10,000 $ (120,000) 015 Proceeds from Debt-Vehicle Lease 902,825 902,825 - $ (902,825) 016 Ave Maria Stewardship 80,000 80,000 9,643 $ (70,357) 017 Payment in Lieu of Taxes-Seminole 102,025 - 200,000 $ 200,000 018 Payment In Lieu of Taxes-Farm Worker's Village 6,000 6,000 $ - Total Revenue 7,560,757 7,326,437 7,634,166 $ 307,729 Personnel Expenses 030 Salaries $ 1,842,938 $ 2,245,724 $ 2,815,311 $ 569,587 031 Overtime 198,591 175,000 200,000 $ 25,000 032 FLSA Overtime 115,646 141,542 168,539 $ 26,997 033 Holiday Pay 60,539 67,518 75,958 $ 8,440 034 Vacation Time Sell Back 191 20,000 10,000 $ (10,000) 035 Sick Time Sell Back 322 15,000 10,000 $ (5,000) 036 Social Security 168,317 203,856 251,431 $ 47,575 037 Retirement 604,571 696,991 918,610 $ 221,619 038 Group Insurance(Health/Dental/Life,Medical Clinic) 646,853 735,000 825,000 $ 90,000 038A Health Insurance-Commissioners 5,334 4,000 $ 4,000 039 Worker's Compensation Insurance 112,156 135,883 150,000 $ 14,117 040 Retirement Health Insurance Plan 57,500 $ 57,500 Total Personnel Expenses 3,755,458 4,436,514 5,486,349 $ 1,049,835 Operating Expenses 045 Employee Physicals 12,220 20,000 20,000 $ - 046 Professional Fees-Legal 28,098 40,000 40,000 $ - 047 Property Appraiser Fees 41,165 45,000 45,000 $ - 048 Tax Collector Fees 123,267 119,777 145,289 $ 25,512 049 Professional Fees-Other 8,107 10,000 10,000 $ - 050 Professional Fees-Lexipol 8,601 8,000 8,000 $ - 051 Contracted Services-Audit 34,500 40,500 35,000 $ (5,500) 052 Travel&Per Diem 28,136 22,500 30,000 $ 7,500 053 Communications(Telephone/Internet/Direct TV) 47,524 40,000 60,000 $ 20,000 054 Postage&Shipping 737 1,000 1,000 $ - 055 Utilities 92,135 127,000 130,000 $ 3,000 056 Bldg./Auto/Liability Insurance 125,805 150,000 248,000 $ 98,000 057 Repair&Maintenance-Vehicles 73,876 70,000 75,000 $ 5,000 058 Repair&Maintenance-Fire&Rescue Equipment 18,768 27,000 25,000 $ (2,000) 059 Repair&Maintenance-Building 69,058 75,000 65,000 $ (10,000) 060 Repair&Maintenance-Bunker Gear 1 2,691 4,500 4,500 $ ATTACHMENT 1 16 I 1 Actual Amended Final 22/23 vs 7/31/2023 2022-2023 2023-2024 23/24 061 Legal Advertising 402 4,000 4,000 $ - 062 Printing $ 063 Fire Equipment(Non-Capital) 18,781 30,000 25,000 $ (5,000) 064 Lease&Rental 1,453 10,000 5,000 $ (5,000) 065 Office Supplies 1,925 3,500 3,500 $ - 066 PPE-COVID Grant - $ PPE FORESTRY GRANT - $ 067 Firefighting Supplies 7,503 7,500 8,000 $ 500 068 EMS Supplies 6,402 10,000 7,000 $ (3,000) 069 CDBG COVID Supplies - $ 070 Station Supplies 15,639 45,000 20,000 $ (25,000) 071 Training Supplies 5,000 3,000 $ (2,000) 072 Fuel&Oil 43,744 85,000 70,000 $ (15,000) 073 Uniforms 16,959 20,000 25,000 $ 5,000 074 Computer Equipment(Non-Capital) 9,093 17,500 17,500 $ - 075 Computer Maintenance and Training 46,982 80,000 70,000 $ (10,000) 076 Miscellaneous Expense 2,367 5,000 5,000 $ - HURRICANE EXPENSE - $ 077 Communication(Radio)(Non-Capital) 12,574 15,000 15,000 $ - 078 Public Education - $ 079 Furniture(Non-Capital) 15,096 (15,096) $ (15,096) 080 Education and Training 35,770 25,000 30,000 $ 5,000 081 Books&Dues 5,940 6,000 6,000 $ - Total Operating Expenses 955,318 1,168,777 1,240,693 $ 71,916 Capital Expenses 90 LAND - $ 91 FIRE EQUIPMENT-GRANT MATCHING FUNDS 5,000 5,000 $ - 92 TRAINING EQUIPMENT - - $ 93 FF RESCUE EQUIPMENT 14,945 15,000 30,000 $ 15,000 94 BUNKER GEAR 32,000 10,000 $ (22,000) 95 BUILDINGS/CIP(STATION 30) 3,202,794 3,000,000 $ (3,000,000) 96 CDBG GRANT-Vehicle 3,925 $ - COVID GRANT EQUIPMENT 91,808 91,808 $ (91,808) 97 COMMUNICATIONS EQUIPMENT 10,000 $ 10,000 GRANT EQUIPMENT-STATION 30 45,144 VEHICLES 902,825 902,825 $ (902,825) 98 FURNITURE/OFFICE 3,568 $ - 99 STATION EQUIPMENT 22,091 $ - 100 COMPUTER EQUIPMENT 20,915 25,000 20,000 $ (5,000) Total Capital Expenses 4,308,015 4,071,633 75,000 $ (3,996,633) Debt Service Principal 247,778 649,000 799,000 $ 150,000 Interest 131,936 Total Debt Service 379,714 649,000 799,000 $ 150,000 TOTAL EXPENSES 9,398,505 10,325,924 7,601,042 $ 1 BEGINNING CASH RESERVES 5,700,282 5,700,282 2,700,795 TOTAL REVENUE 7,560,757 7,326,437 7,634,166 TOTAL EXPENSES (9,398,505) (10,325,924) (7,601,042) Ending Cash Reserves 3,862,534 2,700,795 2,733,919 Assignment of Reserves ' Unassigned 1,161,739 - Assigned-First Quarter of Operations 1,200,000 1,200,000 1,400,000 Assigned-Projected Deficit 2 ATTACHMENT 1 16 11 Actual Amended Final 22/23 vs 7/31/2023 2022-2023 2023-2024 23/24 Assigned-Emergency 380,795 380,795 458,919 Assigned Station 30 Construction 1,000,000 1,000,000 Assigned-COVID Grant Replacement Vehicle 20,000 20,000 25,000 Assigned-Capital-Vehicle 100,000 100,000 75,000 Assigned-Capital-Building 75,000 700,000 TOTAL RESERVES 3,862,534 2,700,795 2,733,919 Excess of Revenue Over(Under)Expenses-Use of Reserves $ (1,837,748) $ (2,999,487) 33,124 3 ATTACHMENT 1 16 I 1 2023-2024 FINAL IMPACT FEE FUND BUDGET Estimated AMENDED Final 22/23 vs. 9/30/2023 22/3 BUDGET 2023-2024 23/24 Balance Forward- Deferred Revenue(Cash Reserves) $ 2,405,180 $ 2,405,180 3,302,680 Revenue 001 Impact Fee Revenue $ 2,250,000 $ 2,000,000 $ 2,000,000 $ - 002 Interest Income 90,000 43,500 85,000 $ 41,500 003 Proceeds from Debt Total Revenue 2,340,000 2,043,500 2,085,000 $ 41,500 Expenses 030 Tax Collector Fees $ 22,500 $ 30,000 $ 20,000 $ (10,000) 031 Professional Fees-Impact Fee Study 60,000 60,000 - $ (60,000) Legal Fees - 5,000 5,000 $ - Vehicles 225,000 $ 225,000 032 Station and Fire Equipment 65,000 65,000 $ (65,000) Construction-Station 30 660,000 660,000 75,000 $ (585,000) 033 Construction-Station 32 - $ Expenses 807,500 820,000 325,000 $ (495,000) Debt Service 035 Principal-Engine Lease&Construction Loan 485,000 1,057,382 1,057,382 $ - 036 Interest-Engine Lease&Construction Loan 150,000 198,456 198,456 $ - Total Debt Service 635,000 $ 1,255,838 1,255,838 $ - Total Expenses 1,442,500 2,075,838 1,580,838 $ (495,000) DEFERRED REVENUE 10-01-20 2,405,180 2,405,180 3,302,680 TOTAL REVENUE 2,340,000 2,043,500 2,085,000 TOTAL EXPENSES (1,442,500) (2,075,838) (1,580,838) Ending Deferred Revenue(Cash Reserves)9-30-23/24 3,302,680 2,372,842 3,806,842 1 16I 1 RESOLUTION 2023-020 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY, FLORIDA, IMPOSING INCREASED IMPACT FEE RATES WITHIN THE IMMOKALEE FIRE CONTROL DISTRICT; PROVIDING FOR ADOPTION OF DEMONSTRATED-NEED STUDY; PROVIDING FOR IMPLEMENTATION SCHEDULE; PROVIDING FOR IMPACT FEE RATES TO BE LEVIED AS OF JANUARY 1, 2024; PROVIDING FOR DETERMINATION OF RATES; REQUIRING SEGREGATION OF REVENUES; PROHIBITING REDUCTION IN RATE; DIRECTING STAFF TO NOTICE IMPACT FEE RATE INCREASE; PROVIDING FOR SEVERABILITY; PROVIDING FOR SUPERSEDING OF PRIOR IMPACT FEE RATES; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, impact fees are a funding mechanism that a local government may utilize to pay for public improvements that are necessary to serve new growth; and WHEREAS, impact fees must satisfy a dual rational nexus test to be constitutional; and WHEREAS,the dual rational nexus test requires a local government to show a reasonable nexus between the local government's need for additional capital facilities and the new construction and that a special benefit is conferred upon the fee payers; and WHEREAS, Subsection 7 of section 3 of the Immokalee Fire Control District's Charter, chapter 2000-393, Laws of Florida, and Section 191.009, Florida Statutes, authorizes the Immokalee Fire Control District to assess impact fees for capital improvements on new construction within its boundaries; and WHEREAS, based on the Immokalee Fire Control District Impact Fee Update Study Final Report dated July 12, 2023 and approved by the Board of Fire Commissioners on July 20, 2023 ("2023 Study"), revised impact fee rates need to be implemented; and WHEREAS, as required by Section 163.31801(4)(a), Florida Statutes,the impact fee rates were based upon the most recent and localized data, as evidenced by the 2023 Study; and WHEREAS,as required by Section 163.31801(4)(b), Florida Statutes,the accounting of the impact fee revenues and expenditures are provided for and reported in a separate and segregated special revenue fund entitled Impact Fee Fund; and Page 1 of 6 . 161 1 WHEREAS, as required by Section 163.31801(4)(c), Florida Statutes, Collier County collects the impact fees for the Immokalee Fire Control District and charges an administrative fee to cover Collier County's actual costs of such collection pursuant to an interlocal agreement;and WHEREAS,Section 163.31801(4)(d), Florida Statutes, requires that notice be provided no less than ninety days before an increased impact fee may take effect, and upon approval of this resolution and at least ninety days prior to January 1,2024, Immokalee Fire Control District staff shall ensure publication of notice as required by Florida law; and WHEREAS, as required by Section 163.31801(4)(e), Florida Statutes, the Immokalee Fire Control District shall not collect the impact fee prior to the date of issuance of the building permit for the property that is subject to the fee; and WHEREAS, as required by Section 163.31801(4)(f), Florida Statutes, the impact fee is proportional and reasonably connected to, or has a rational nexus with, the need for additional capital facilities and the increased impact generated by the new residential or commercial construction;and WHEREAS, as required by Section 163.31801(4)(g), Florida Statutes, the impact fee is proportional and reasonably connected to,or has a rational nexus with,the expenditures of the funds collected and the benefits accruing to the new residential or nonresidential construction; and WHEREAS, as required by Section 163.31801(4)(h), Florida Statutes, the impact funds must be used for acquiring, constructing, or improving capital facilities to benefit new users; and WHEREAS, as required by Section 163.31801(4)(i), Florida Statutes, the revenues generated by the impact fees will not be used, in whole or in part,to pay existing debt or for previously approved projects unless the expenditure is reasonably connected to, or has a rational nexus with, the increased impact generated by the new residential or nonresidential construction; and WHEREAS, the 2023 Study provides that $0.94 per square foot for residential and $0.60 per square foot for non-residential land uses should be the impact fee rate; and Page 2 of 6 16 I 1 WHEREAS, notwithstanding the impact fee rate calculated by the 2023 Study, Section 163.31801(6)(b), Florida Statutes, requires that an increase to a current impact fee rate be phased in under specified conditions; and WHEREAS, the current impact fee for the Immokalee Fire Control District is $1.11 per square foot for residential and $0.32 per square foot for non-residential land uses, resulting in more than a 25% percent increase in the impact fee rate for non-residential land uses if the 2023 Study's proposed impact fee rate is implemented; and WHEREAS, in compliance with the requirements of Section 163.31801, Florida Statutes, the Board of Fire Commissioners is adopting a rate for impact fees of $0.94 per square foot for residential and $0.60 per square foot for non-residential land uses; and WHEREAS, a demonstrated-need study was completed on August 28, 2023 to determine whether there are extraordinary circumstances that necessitate the need for the District to exceed the phase-in limitation of impact fees as set forth in Florida law ("Demonstrated-Need Study"); and WHEREAS, the District held two publicly noticed workshops dedicated to the extraordinary circumstances necessitating the need to exceed the statutory phase-in limitations on September 19, 2023 and September 21, 2023; and WHEREAS, based on the Demonstrated-Need Study, the Board of Fire Commissioners finds that that there are extraordinary circumstances that necessitate the District's need to exceed the statutory impact fee phase-in limitations; and WHEREAS, upon the timely publication of notice, the impact fees adopted by the Board of Fire Commissioners of the Immokalee Fire Control District are imposed in compliance with Section 163.31801, Florida Statutes; and WHEREAS,due to the timing requirements related to the approval of the Fiscal Year 2023- 2024 budget and when increased impact fee rates can take effect, the Board of Fire Commissioners adopted Resolution 2023-017 that sets impact fee rates for the upcoming fiscal year, which will be superseded by this Resolution on January 1, 2024. NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida,that: Section 1. The above recitals are true and correct, and are fully incorporated herein. Page 3 of 6 16I1 Section 2. The Immokalee Fire Control District hereby incorporates the Immokalee Fire Control District Impact Fee Update Study Final Report dated July 12, 2023, attached in its entirety as Exhibit A, which was approved, including the assumptions, conclusions, and findings in the Study, by the Board of Fire Commissioners on July 20, 2023, and the Demonstrated-Need Study dated August 28, 2023, attached in its entirety as Exhibit B, which was approved, including its assumptions, conclusions, and findings, by the Board of Fire Commissioners on September 21, 2023. Section 3. This resolution shall be applicable within the entirety of the Immokalee Fire Control District. Section 4. The Immokalee Fire Control District hereby adopts the following impact fee rates to be used for capital improvements that are necessary to serve new growth in accordance with Florida law, which shall be charged upon new construction beginning January 1, 2024: • Land Use Unit Total Impact Fee Residential sf $0.94 Non-Residential + sf $0.60 Section 5. In the event a development is a mixed use development, the impact fee shall be calculated based upon each separate impact fee land use category included in the proposed mixed use development as set forth in this Resolution. Section 6. If a conventional building permit for the development is not required (e.g., golf course, park, change of use, etc.), then the impact fee shall be paid prior to the occurrence of any one of the following events, whichever occurs first: Page 4 of 6 16I1 (1) The date when the first certificate of occupancy has been issued for any building or structure accessory to the principle use or structure of the development; (2) The date when the first certificate of occupancy is issued for the first non- accessory building or non-accessory structure to be used by any part of the development; (3) The date when a final development order,final development permit or other final authorization is issued authorizing construction of a parking facility for any portion of the development; (4) The date when a final development order,final development permit or other final approval is issued for any part of the development in instances where no further building permit is required for that part of the development; or (5) The date when any part of the development opens for business or goes into use. Section 7. Impact fees shall be collected and kept separate from other Immokalee Fire Control District revenues and used exclusively in the manner provided for under applicable Florida Law, including Sections 163.31801 and 191.009, Florida Statutes, and Chapter 2000-393, Laws of Florida. Section 8. No reduction in the assessed impact fee rate is authorized. Section 9. Immokalee Fire Control District staff shall move to have the statutorily required notice for an increase impact fee published no later than October 1, 2023. Section 10. If any section, subsection, sentence, clause, or provision of this resolution is held invalid,the remainder of the resolution shall not be affected. Section 11. This resolution shall take effect on January 1, 2024, except that Section 9 shall take effect on October 1, 2023, and this resolution shall supersede Resolution 2023- 017 on January 1, 2024. The fpregoing resolution was offered by Commissioner i- who moved for its adoption. The motion was seconded by Commissioner _, and the Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister Page 5 of 6 16 I , Commissioner Donald Gunthner Commissioner Bonnie Keen Commissioner Robert Halman I/11 Duly passed and adopted on this 21st day of September, 2023. Board of Commissioners of the Immokalee Fire Control District By: 6)(kr�,u;,,, Patricia Anne Goodnight, Chair Page 6 of 6 6 1 6 I 1 • �p benesch Immokalee Fire Control District Impact Fee Update Study FINAL REPORT July 12,2023 ,; 1t1 [ Prepared for: ,.}' '" ;;���°a ' : ii Immokalee Fire Control District .36 .Q y " 5368 Useppa Drive ••� ~ -- •- Ave Maria, Florida 34142 w! r• •� Y, ph (239) 657-2111 • Prepared by: • 1j Benesch 4* 1000 N. Ashley Drive,#400 '1111.11101112.01P Tampa, Florida 33602 ph (813) 224-8862 E-mail: nkamp@benesch.com 16 Immokalee Fire Control District Fire Impact Fee Update Study Table of Contents INTRODUCTION 1 FACILITY INVENTORY 5 SERVICE AREA 8 LEVEL OF SERVICE 8 COST COMPONENT 9 NET IMPACT COST 10 DEMAND COMPONENT 11 CALCULATED FIRE IMPACT FEE SCEHDULE 12 IMPACT FEE SCHEDULE COMPARISON 13 APPENDIX A: Building and Land Value Analysis -Supplemental Information Benesch Immokalee FCD July 2023 i Fire Impact Fee Study 16 I 1 Introduction Fire impact fees are used to fund capital expansion projects for fire rescue service-related facilities, land, vehicles and capital equipment required to support the additional demand created by new growth. The Immokalee Fire Control District(IFCD or the"District")was established as an independent special taxing district by the State of Florida in 1955 and codified through legislation in 2000, Laws of Florida, 2001-330. In 2001, noting the need for adequate revenue sources to fund expansion of fire services to serve new growth; legislation amended Chapter 2000-393 Laws of Florida to allow Immokalee Fire District the opportunity to use impact fees as provided in Florida Statutes 191. The District's current fees are based on a 2006 Study. Due to the changes to the impact fee variables since 2006, the IFCD retained Benesch to conduct an update study. This report presents the results of the Immokalee Fire Control District Impact Fee Update Study and serves as the technical support document in updating the fire impact fee ordinance. Methodology The methodology used to update the fire impact fee is a consumption-based impact fee methodology, which has also been used to calculate the current adopted fire impact fee for the District as well as several fire/EMS impact fees throughout Florida, including fees adopted by other fire districts in Collier County as well as Manatee, Orange, Hernando, Palm Beach, Indian River and Lee Counties, among others. A consumption-based impact fee is intended to charge new growth the proportionate share of cost associated with providing fire rescue facilities available for use by new growth. Legal Overview In Florida, legal requirements related to impact fees have primarily been established through case law since the 1980's. Impact fees must comply with the"dual rational nexus"test,which requires that they: • Be supported by a study demonstrating that the fees are proportionate in amount to the need created by new development paying the fee; and • Be spent in a manner that directs a proportionate benefit to new development, typically accomplished through establishment of benefit districts (if needed)and a list Benesch Immokalee Fire Control District July 2023 1 Fire Impact Fee Study 16 I i of capacity-adding projects included in Capital Improvements Programs or another planning document/Master Plan. In 2006,the Florida legislature passed the "Florida Impact Fee Act,"which recognized impact fees as "an outgrowth of home rule power of a local government to provide certain services within its jurisdiction." § 163.31801(2), Fla. Stat. The statute — concerned with mostly procedural and methodological limitations—did not expressly allow or disallow any particular public facility type from being funded with impact fees. The Act did specify procedural and methodological prerequisites,such as the requirement of the fee being based on most recent and localized data, a 90-day requirement for fee changes, and other similar requirements, most of which were common to the practice already. Subsequent legislation further affected the impact fee framework in Florida, including the following: • HB 227 in 2009: The Florida legislation statutorily clarified that in any action challenging an impact fee, the government has the burden of proving by a preponderance of the evidence that the imposition or amount of the fee meets the requirements of state legal precedent or the Impact Fee Act and that the court may not use a deferential standard. • SB 360 in 2009: Allowed fees to be decreased without the 90-day notice period required to increase the fees and purported to change the standard of legal review associated with impact fees. SB 360 also required the Florida Department of Community Affairs (now the Department of Economic Opportunity) and Florida Department of Transportation (FDOT) to conduct studies on "mobility fees," which were completed in 2010. • HB 7207 in 2011: Required a dollar-for-dollar credit, for purposes of concurrency compliance, for impact fees paid and other concurrency mitigation required. • HB 319 in 2013: Applied mostly to concurrency management authorities, but also encouraged local governments to adopt alternative mobility systems using a series of tools identified in section 163.3180(5)(f), Florida Statutes. • HB 207 in 2019: Included the following changes to the Impact Fee Act along with additional clarifying language: 1. Impact fees cannot be collected prior to building permit issuance; and 2. Impact fee revenues cannot be used to pay debt service for previously approved projects unless the expenditure is reasonably connected to, or has a rational nexus with, the increased impact generated by the new residential Benesch Immokalee Fire Control District July 2023 2 Fire Impact Fee Study 16 ( I. and commercial construction. • HB 7103 in 2019: Addressed multiple issues related to affordable housing/linkage fees, impact fees, and building services fees. In terms of impact fees,the bill required that when local governments increase their impact fees, the outstanding impact fee credits for developer contributions should also be increased. This requirement was to operate prospectively; however,HB 337 that was signed in 2021 deleted this clause and making all outstanding credits eligible for this adjustment. This bill also allowed local governments to waive/reduce impact fees for affordable housing projects without having to offset the associated revenue loss. • SB 1066 in 2020: Added language allowing impact fee credits to be assignable and transferable at any time after establishment from one development or parcel to another that is within the same impact fee zone or impact fee district or that is within an adjoining impact fee zone or district within the same local government jurisdiction. In addition, added language indicating any new/increased impact fee not being applicable to current or pending permit applications submitted prior to the effective date of an ordinance or resolution imposing new/increased fees. • HB 1339 in 2020: Required reporting of various impact fee related data items within the annual financial audit report submitted to the Department of Financial Services. • HB 337 in 2021: Placed limits on the amount and frequency of fee increases, but also included a clause to exceed these restrictions if the local governments can demonstrate extraordinary circumstances, hold two public workshops discussing these circumstances and the increases are approved by two-thirds of the governing body. Impact Fee Definition • An impact fee is a one-time capital charge levied against new development. • An impact fee is designed to cover the portion of the capital costs of infrastructure capacity consumed by new development. • The principal purpose of an impact fee is to assist in funding the implementation of projects identified in the capital improvement programs for the respective facility/service categories. Impact Fee vs.Tax • An impact fee is generally regarded as a regulatory function established based upon the specific benefit to the user related to a given infrastructure type and is not Benesch Immokalee Fire Control District July 2023 3 Fire Impact Fee Study 16I 1 established for the primary purpose of generating revenue for the general benefit of the community,as are taxes. • Impact fee expenditures must convey a proportional benefit to the fee payer. This is accomplished through the establishment of benefit districts, where fees collected in a benefit district are spent in the same benefit district. • An impact fee must be tied to a proportional need for new infrastructure capacity created by new development. The impact fee calculations contained in this report are based on the most current and localized data available,consistent with the 2006 Florida Impact Fee Act. Should one or more variables affecting the impact fee change significantly,a recalculation of the impact fee would be necessary prior to the scheduled update of the study. Changes that could potentially trigger a recalculation of the impact fee include,but are not limited to,a considerable change in costs, in amount or sources of revenue available for expansion, or a decision to incur additional debt to fund new capacity. There are several major elements associated with the development of the fire impact fee. These include: • Facility Inventory • Service Area • Level of Service • Cost Component • Credit Component • Demand Component • Calculated Fire Impact Fee Schedule • Impact Fee Schedule Comparison These various elements are summarized in the remainder of this report,with the result being the calculated fire impact fee schedule. Benesch Immokalee Fire Control District July 2023 4 Fire Impact Fee Study 16I 1 Facility Inventory According to information provided by the IFCD, the District owns and operates 3 stations to provide fire related services. Table 1 shows a summary of the IFCD building inventory included in the impact fee calculations. As presented, the inventory includes a total of 45,700 square feet of building space and 5.5 acres of land. Although a total of 5.5 acres is associated with fire rescue stations, station 32 and the logistics building are located on county-owned land and thus this land is excluded from the impact fee calculations. The total district-owned land being used for fire facilities is 2.1 acres. An important part of the impact fee calculations involves determining the current value of the capital assets. To determine the building value, Benesch reviewed recent construction completed by the IFCD as well as other fire departments/districts throughout the state, construction cost estimates for future stations, insurance values of existing stations, and discussions with District staff. This analysis resulted in a cost estimate of $430 per square foot for fire stations. Further detail on this estimate is provided in Appendix A. Land values were determined through a review of the following: • The land value of parcels where the current fire stations are located, obtained from the Collier County Property Appraiser's database; • Appraisals for recent land acquisitions • Vacant land sales and land values of all vacant land of similar size; and • Land use characteristics of the areas where future fire stations will be located. Based upon this information and review, the land value is estimated at $40,000 per acre for impact fee calculations. Appendix A provides more detailed information on the land value analysis conducted. Benesch Immokalee Fire Control District July 2023 5 Fire Impact Fee Study 16I 1 . E. vNi gig@g u '0 is 116 N ti .a-I i-4 NNN N *' ~O C > 1n l0 m Ncn 0 N ~ - NAel O 11 LL m J C V �o & g a Z & § p fC U 1Z M 1c ° m ,- E rJo V. �7► i„. Ell) ,13 W tLL i0 � E s FgH � g °) QqWO � � " 7 �+7 LA m N Mt • �'co > V1 . CSin in I-1 N 01 e1 .-4 0 < rl ICI o 01 N 11 o vi O 1-i Z 13 C a 0 C .--I O N 01 N R 77, `n O ,-I m 1f1 O 01 t v Q 01 G pp o� E, �' o°�o o00i �rei � ..... m _ cr YO ry m N 4O O rl 13 C LL a, O0 C ateCD + 3 n v - m N ml a0 . E a, >, 0 v t0 10 M • m a pi L. OC 00 Z O N ry w I' QC 3.a my > a 115 04 COY3 C C 7 4.1 m N f0 'O N ^ a cc E a ° 2 -0 E a Z Y C N N C -O co ate+ 41 C Z m E a m — In Q_N -0 E a m w a M a a. o cc 1U E 10 , o 0 y c H 0 E > v v Q ` e 41 i ,LIU Ld C 10 V) M QJ N c a a+ a. vi O N W - cr V CO N a C .- C `° p) V M �^ �n a 0 O T 10 a a Z n 0 0 Q U °i I v1 a+ O p 0 o0 ,, o o C °_' a m E = v 1/1 rl in m fflh1 C ro v m CO ii ii E > U C o U Q_ 0) 0.)a a E :' E C E ra T 00 V ti Y Y ` .O a, a' —'El w N E `-� v1 � as EE -1" " ' � d ' w LL L a E v 3 4 ++ W > > ar a1 _ �o m m = O 00 .i y fO C -O m -o t N o- cr u 3 c ' c u c c > > o , a+ .o O v o11:1 'fl -O V1 V1 1/1 < V1 O V1 J CO J in (Y C T t% V�1 2 S H a J ,4 N m cc- anlO 1� CO 01 O� m 16I1 In addition to the buildings and land inventory,the IFCD also has the necessary vehicles and equipment to perform its fire rescue services. Table 2 summarizes the total vehicle and equipment inventory value. As shown,the value of fire rescue services related vehicles and equipment is estimated at$6.7 million. Table 2 Vehicle and Equipment Inventory Description(i) Units(1) Unit Value(?) Total Value(3) Admistration Vehicles Pickup Truck 5 $107,800 $539,000 Car 1 $17,900 $17,900 SUV 4 $98,200 $392,800 Side By Side 1 $35,600 $35,600 Golf Cart 1 $23,000 $23,000 Subtotal--Administration Vehicles $1,008,300 Fire Apparatus Engine 3 $972,800 $2,918,400 Ladder 1 $1,499,600 $1,499,600 Attack Truck 2 $162,500 $325,000 Subtotal--Fire Apparatus $4,743,000 Additional Equipment Fuel Trailer-500 Gallons Diesel 1 $16,500 $16,500 Water Tender 2 $464,600 $929,200 Subtotal--Additional Equipment $945,700 Total Asset Value $6,697,0001 1) Source:Immokalee Fire Control District 2) Source: Immokalee Fire Control District 3) Units(Item 1)multiplied by the unit value(Item 2) Benesch Immokalee Fire Control District July 2023 7 Fire Impact Fee Study 16 ! 1 Service Area Immokalee Fire Control District provides fire services in 234 square miles of unincorporated Collier County. This area includes urban and rural residential/non-residential structures, agricultural land,and the master-planned community Ave Maria. Given the ability of stations to support each other,the proper benefit district for the provision of fire services is the entire district. Level of Service Although fire departments measure level of service in terms of response time,for impact fee calculation purposes, the current level of service (LOS) is calculated based on stations per incidents. As shown in Table 3,the incidents per station is approximately 1,503. Table 3 Level of Service(2023) Calculation Step Figure Average Number of Incidents(2018,2019,2021,2022)(1) 4,508 Number of Stations(2) 3 LOS(Incidents per Station)131 1,503 1) Source: Immokalee Fire Control District. Represents the average annual number of calls between 2018 and 2022,excluding 2020. 2) Source:Table 1 3) Average number of incidents (Item 1) divided by the number of stations (Item 2) Benesch Immokalee Fire Control District July 2023 8 Fire Impact Fee Study 16I1 Cost Component The cost component of the study evaluates the cost of all capital items, including buildings, land, vehicles and equipment. Table 4 provides a summary of all capital assets, which amounts to approximately$26.4 million. Since the IFCD is utilizing impact fee revenues to pay off debt service associated with capacity expansion projects, the associated portion of the inventory is excluded from the impact fee calculation. As shown in Table 4, $5.9 million is excluded from the asset value since it will be paid solely by new development through their future impact fee payments. Also shown within Table 4 is the total impact cost per incident. As shown, the total impact cost is calculated as $4,562 per incident. This high cost per incident is reflective of fire departments' utilization levels. Industry standards suggest that fire personnel should not be active more than 30 percent of the time to prevent fatigue and allow for availability and training for effective fire services that meet the response time goals. As a result, fire protection service is relatively expensive on a per incident basis compared to per person basis. Table 4 Total Impact Cost Percent of Description Figure Total Value(g) BuildingValuef1i $19,637,240 74.4% Land Valuej2) $84,400 0.3% Vehicle and Equipment Valuei3) $6,697,000 25.3% Total Capital Asset Values°i $26,418,640 100.0% Less: Portion Not Owned(5) $5,852,038 Owned Capital Asset Value(6) $20,566,602 Annual Average Number of Incidents(7) 4,508 Total Impact Cost per Incident(8) $4,562 1) Source:Table 1 2) Source:Table 1 3) Source:Table 2 4) Sum of the building value(Item 1),land value(Item 2),and vehicle and equipment value (Item 3) 5) Source:Immokalee Fire Control District 6) Total capital asset value(Item 4)less portion not owned(Item 5) 7) Source:Table 3 8) Owned capital asset value(Item 6)divided by the annual average number of incidents (Item 7) 9) Distribution of building,land and vehicle and equipment values Benesch Immokalee Fire Control District July 2023 9 Fire Impact Fee Study 16I1 Net Fire Impact Cost The net fire impact cost per incident is the difference between the cost component and the credit component. Although the IFCD has been funding all capacity expansion projects with impact fee revenues, a 10-percent credit is incorporated in case the District needs to use some level of non-impact fee revenue sources,which results in conservative fee levels. Table 5 summarizes the calculation of the net fire impact cost per incident. As presented, the net impact cost amounts to approximately$4,106 per incident. Table 5 Net Fire Impact Cost Impact Cost/Credit Per Incident Element Impact Cost Total Impact Cost111 $4,562 Revenue Credit Credit Percentage(2) 10% Credit Amounti3l $456 Net Impact Cost Net Impact Costi4l' $4,106 1) Source:Table 4 2) An estimated 10%credit is provided to give the District the flexibility to use other revenue sources. 3) Revenue credit percentage (Item 2) multiplied by total impact cost per incident (Item 1) 4) Total impact cost(Item 1) less total revenue credit(Item 3) Benesch Immokalee Fire Control District July 2023 10 Fire Impact Fee Study 16 1 1 Demand Component Consistent with the District's current methodology, the fire rescue impact fee demand component is based on incident data. The updated impact fee demand for the fire rescue impact fee is determined by a review of annual incidents and property unit data obtained from the Collier County Property Appraiser. Specifically,the following steps were completed: 1) Incident data (2018-2022, excluding 2020) provided by the IFCD was reviewed to determine the average annual number of calls by residential and non-residential land uses. The use of multiple years results in a more reliable average figure. The year 2020 was excluded due to the anomalous impact of the pandemic on the fire rescue service calls. 2) A review of property units was conducted to determine the residential and non- residential square footage in the service area of the IFCD. 3) Demand coefficients were calculated by dividing the residential and non-residential average annual incidents (2018-2022, excluding 2020) by the total associated square footages,which are presented in Table 6. Table 6 Call-Based Demand Average Annual Incidents %Distribution Distribution of Calls (2018, Square per 1,000 Land Use Unit (All Assigned Unassigned Total Calls"' 2019,2021, 7 Fee01 square 2022('1 Uses)1 Callsi'' 1 1 feeth Calls Assigned to a Land Use Residential 1,000sf 2,402 76.3% 1,038 3,440 14,974,246 0.230 Non-Residential 1,000sf 745 23.7% 323 1068 7,320,661 0.1461 Total Assigned Calls 3,147 100.0% 1,361 4,508 Calls Not Assigned to o Land Use Other Outside N/A 702 Vacant N/A 261 Unclassified N/A 398 Total Unassigned Calls 1 361 Total Calls 4,508 1) Source:Immokalee Fire Department. Represents the average annual number of calls during 2018,2019, 2021 and 2022. 2) Percent of assigned calls for residential and non-residential 3) Distribution of assigned calls(Item 2)multiplied by the number of total unassigned calls(Item 7) 4) Average annual calls(Item 1)plus the distribution of unassigned calls(Item 3) 5) Source:Collier County Property Appraiser's Database.Figure reflects total adjusted square footage of buildings within the Immokalee Fire District service area. 6) Total calls(Item 4)divided by square feet(Item 5),multiplied by 1,000 7) Sum of other outside,vacant and unclassified calls Benesch Immokalee Fire Control District July 2023 11 Fire Impact Fee Study 16 I 1 Calculated Fire Impact Fee Schedule Based on the analysis presented in this report, a fire impact fee schedule was developed for residential and non-residential land uses,which is presented in Table 7. Table 7 Calculated Impact Fee Schedule Incidents Calculated Adopted per 1,000 Impact Fee Percent Land Use Unit Impact Square per Square Fee(4) Change(5) Feet(?) Foot(3) Net Impact Cost per Incidents' $4,106 Residential sf 0.230 $0.94 $1.11 -15% Non-Residential sf 0.146 $0.60 $0.32 88% 1) Source:Table 5 2) Source:Table 6 3) Net impact cost per incident(Item 1)multiplied by incidents per 1,000 square feet(Item 2)divided by 1,000 4) Source:Collier County Capital Project Planning,Impact Fees,and Program Management Division. Adopted impact fee is assessed per square foot,with a maximum of 4,000 square feet for residential land uses. 5) Percent change from adopted impact fee(Item 3)to calculated impact fee(Item 2) Benesch Immokalee Fire Control District July 2023 12 Fire Impact Fee Study 16I1 Impact Fee Schedule Comparison As part of the work effort in updating the IFCD's fire impact fee program,the current adopted and calculated fees are compared to the fees adopted by other fire districts and cities within Collier County. Table 8 presents this comparison. As shown, the calculated fees are within the range of the fees charged by the jurisdictions reviewed. Table 8 Fire Impact Fee Schedule Comparison Immokalee Fire Greater City of North Ochopee City of Naples Land Use Unitm Calculated Adopted Marco Collier Fire Fire F Naples(') Fire ee13j Fee14I l''I Island/I District District(') District Date of Last U•date 2023 2006 2007 2022 2002 2020 2010 Adoption Percentagelll N/A 100% 100% 100% N/A 100% 100% Residential: ■ Single Family(2,000 sf) du $1,880 $2,220 $337 $866 $570 $476 $1,200 Non-Residential: --■ Light Industrial 1,000sf $600 $320 $190 $433 $210 $1,060 $680 Office(50,000 sq ft) 1,000sf $600 $320 $310 $350 $1,060 $680 Retail(125,000 sq ft) 1,000sf $600 $320 $900 $990 $1,060 $680 Bank w/Drive-Thru 1,000 sf $600 $320 $1,240 $433 $1,360 $1,060 $680 Fast Food w/Drive-Thru 1,000 sf $600 $320 $1,240 $433 $1,360 $1,060 $680 1) Represents the portion of the maximum calculated fee for each respective municipality/district that is actually charged.Fee may have been lowered/increased through annual Indexing or policy discounts. Does not account for moratorium/suspensions. 2) du=dwelling unit 3) Source:Table 7 4) Source:Collier County Capital Project Planning, Impact Fees,and Program Management Division 5) Source:City of Naples,Ordinance 08-11954.Bank with drive through and fast food with drive through land uses reflect fee for"any other not classified." 6) Source:Collier County Capital Project Planning, Impact Fees,and Program Management Division 7) Source:City of Marco Island,Florida Code of Ordinances,Sec.30-869-Appendix A,Impact Fee Rates 8) Source:Collier County Capital Project Planning, Impact Fees,and Program Management Division 9) Source:Collier County Capital Project Planning, Impact Fees,and Program Management Division Benesch Immokalee Fire Control District July 2023 13 Fire Impact Fee Study 16I1 Appendix A Building and Land Value Analysis Supplemental Information 161 1 Appendix A This appendix provides additional data and information on building and land value estimates. Building Values In determining the appropriate unit cost for building construction, the following analyses were conducted: • A review of cost associated with recently built stations; • A review of construction cost estimates for future stations; • A review of cost associated with recently built or bid fire stations in other Florida jurisdictions; • Review of the insurance values of existing stations; and • Discussions with the District staff. The most recently constructed fire station, Station 32, was built for approximately $435 per square foot, excluding land infrastructure. The cost associated with Station 30 that is under construction is estimated at $425 per square foot. Benesch obtained cost information from several jurisdictions to supplement the local data. The bids and estimates received between 2019 and 2022 ranged from $270 to $525 per square foot. Insurance values of existing fire stations averaged $346 per square foot. It should be noted that insurance values are considered conservative estimates because insurance companies exclude the value of the foundation and other more permanent parts of the structure that would not have to be rebuilt if the structure was damaged. Given this information, an average value of$430 per square foot was used for fire stations. Table A-1 summarizes this information. Benesch Immokalee Fire Control District July 2023 A-1 Fire Impact Fee Study 16I1 Table A-1 Building Cost per Square Foot Description Year Cost per Square Foot Station 3211) 2023 $437 Station 30(2) 2023 $427 Insurance Values(3) 2023 $346 Other Florida Jurisdictions(4) 2019-2022 $270-$525 Used in the Study I $430 1) Source:Immokalee Fire Control District.Initial engineer and architect fees were incurred in the 14/15 and 15/16 fiscal years,with the majority of the construction costs expended from 2020 forward. 2) Immokalee Fire Control District.Replacement of an existing station. Construction expected to be completed in 2023. 3) Source:Immokalee Fire Control District 4) Source:Local Florida Governments Land Values To determine land value for future fire station land purchases,the following data/information was evaluated: • The land value of parcels where the current fire stations are located, obtained from the Collier County Property Appraiser's database; • Appraisals for recent land acquisitions; • Vacant land sales and land values of all vacant land in areas where future fire stations are planned to be built; and • Land use characteristics of the areas where future fire stations will be located. The value of current parcels as reported by the Property Appraiser averages $102,000 per acre with a range of$48,000 per acre to$175,000 per acre. The District acquired using impact fee credits a section of land that was appraised at approximately $43,000 per acre. Discussions with the District indicated that future stations will be in agricultural land which typically has lower land values. Given this, the land value per acre is estimated at $40,000 per acre. Benesch Immokalee Fire Control District July 2023 A-2 Fire Impact Fee Study EX /116 ►1- U 16 I 1 T' 4 .004 A• tri0 benesch ‘• , Immokalee Fire Control District Impact Fee Update Demonstrated Needs Study August 28, 2023 Prepared for: I• Immokalee Fire Control District 30 Q 5368 Useppa Drive • fi � a Ave Maria, Florida 34142 • ph (239)657-2111 4, _ � Prepared by: • Benesch e{ 1000 N.Ashley Drive,#400 Tampa, Florida 33602 ph (813)224-8862 E-mail: nkamp@benesch.com 16I1 Immokalee Fire Control District Fire Impact Fee Update Demonstrated Needs Study The Immokalee Fire Control District(IFCD or the"District")was established as an independent special taxing district by the State of Florida in 1955 and codified through legislation in 2000, Laws of Florida, 2001-330. In 2001, noting the need for adequate revenue sources to fund expansion of fire services to serve new growth; legislation amended Chapter 2000-393 Laws of Florida to allow Immokalee Fire District the opportunity to use impact fees as provided in Florida Statutes 191. The District's current fees were last updated in 2006. In June 2021, Florida House Bill (HB) 337 was signed by the Governor, which placed limits on impact fee increases while allowing local governments to exceed these limits if the following is fulfilled: 1. A demonstrated needs study justifying any increase in excess of those authorized that has been completed within 12 months before the adoption of the impact fee increase and expressly demonstrating the extraordinary circumstances necessitating the need to exceed the phase-in limitations. 2. No less than two publicly noticed workshops dedicated to extraordinary circumstances. 3. Approval of the impact fee increase ordinance by at least a two-thirds vote of the governing body. Benesch completed a technical study that updated the existing fire impact fee program. The study provided the data and analysis that support a level of increase exceeding the 50- percent limit identified in FS 163.31801 (6)for non-residential land uses while the calculated fee for the residential land use decreased compared to the current adopted fees. These changes are primarily due to the time elapsed since the last update of the impact fee program, which was 18 years ago. As the pressure from new growth continues, the District has a list of needed capacity expansion projects that could be built in a more timely manner with additional impact fee revenues. The remaining sections of this document address the extraordinary circumstances that necessitate an increase higher than 50 percent for non- residential land uses. Benesch Immokalee Fire Control District August 2023 1 Fire Impact Fee Study 161 1 Changes in Demand for Services As mentioned previously, the District's impact fee study was last updated in 2006, based on 2004/2005 data. Between 2005 and 2023, Collier County's population increased by almost 25 percent. During the same time period,the call volume experienced by the Immokalee Fire Control District increased by 35 percent (from 3,544 incidents in 2004 to 4,803 incidents in 2022). In addition, just over the past five years between 2018 and 2022, the District experienced an increase of 10 percent in its call volume(from 4,348 incidents in 2018 to 4,803 incidents in 2022). Just as important is the change in demand between residential vs. non-residential land uses. As the development activities continue in the District, there is a higher demand from non- residential land uses on a per square foot basis compared to the demand from residential land use on a per dwelling unit basis. It is important to recognize this change in demand to maintain the proportionality between land uses that is required for impact fees. Cost Increases The 2006 study calculations were based on a station cost of$220 per square foot. The 2023 update study estimated a unit cost of$430 per square foot, an increase of 95 percent. This level of increase is consistent with the Engineering News Record Building Cost Index that indicates an increase of 90 percent for the same time period. Further, in Florida, construction costs have been increasing significantly since the pandemic. Many jurisdictions experienced significant increases in bid prices just over the past four years. Engineering News Record Building Cost Index indicates an increase of approximately 30 percent in costs between 2020 and 2023. Project Needs The IFCD recently completed the construction of Station 32. Impact fee revenues are being used to pay off debt service on this station. As mentioned previously,the District continues to experience growth. Examples of upcoming developments include the Collier Rod and Gun Club with 250 new homes and the Horse Trails Neighborhood with nearly 3,000 homes and 300,000 square feet of non-residential structures. These and other new developments that are in the early stages will require the District to construct fire stations along with the required vehicles and equipment. Benesch Immokalee Fire Control District August 2023 2 Fire Impact Fee Study 1611 Summary and Conclusions This supplemental document provided information demonstrating the need for an increase above the 50-percent limit and presented extraordinary conditions necessitating this increase for the IFRD's fire impact fees for non-residential land uses. The key findings of this review include the following: • Collier County and the service area of IFCD continue to experience population growth, which requires the District to add stations and the necessary vehicles and equipment. • The District's current adopted impact fee was developed in 2006. There have been significant cost increases since then. • Demand from different land uses also changed over the past 18 years. While incidents per dwelling unit decreased for the residential land use, incidents per square foot of non-residential properties increased. It is important to reflect this change to ensure proportionality between land uses. • The IFCD recently completed the construction of Station 32,which is funded primarily with impact fee revenues. Upcoming developments will require the District to build additional fire stations and acquire associated vehicles and equipment. Adopting a fee that is capped under FS 163.31801 (6) would delay funding for these projects. With reduced impact fee levels, the existing population will need to subsidize new growth, or the level of service will degrade. Benesch Immokalee Fire Control District August 2023 3 Fire Impact Fee Study 161 1 IMMOKALEE FIRE CONTROL DISTRICT BOARD OF FIRE COMMISSIONERS 2023/2024 REGULAR MEETING SCHEDULE The Board of Fire Commissioners of the Immokalee Fire Control District Will hold Regular Meetings at 3:00pm on the following dates: October 19, 2023 November 16, 2023 December 21, 2023 January 18, 2024 February 15, 2024 March 21, 2024 April 18, 2024 May 16, 2024 June 6, 2024 July 25, 2024 August 22, 2024 September 19, 2024 Regular Meeting Location: IFCD Headquarters (Fire Station 32) 5368 Useppa Drive Ave Maria, FL 34142 ',,i,'-',.;e:,.1::'.:, ..„::-: .".....•.-..-..."'..• .'...;.:•-•.'',.- ..,"7„',-.''', . • •;?-247i'":-1 ,,..• '. ki,f .r.' . . ',i 'r'.:',V:.‘./''....., ' r ,...g'4. 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Source: Collier Cty Sheriffs Office September 2017 •,•-,,,I...i.,.......:,,,,r. •;;;,:t..-.,,,..*%,, ;.•-;-4i4.,-,:),_,:i.l...:4,,,,-.,::,-. ..;_...ep: i,-/..sk 4:,'frt.! 44.-,ii.:,,,,.Iiili•';t :;,4-=':::"--t4i.:,Y.:'•.-.,...tii.,/..7,•,, ,0)..?f,-;.:-:::,....• Aic.,,,,,,i,-.47!1;;.1:•••5:-....,'..-....,... ;,...,,,7,-;,--;?-!.,7t:'!... k.':ii;;?.4f,i'.-:,'";‘. L.Isis...:`,- ;f4,4V,r,'14;,-?:"-.--,.0•,:.'. ":-,.;:t.1:; k•i5i1.,.::,'; ',1:4.e• '7:•:41. 4.1040.-414.4g:ii.•*::',e.?7-%t•il',i9 •'''''..."..r...7:.'.1'.'';vv•;,t..i,."..ii,f.7 ..",-r...-, ,, ,,,,....-,,,-...,,,,,.., .. tJ. ..'....-..,,,Y ..t.'.:-.: ..;• ••'..,:iii-r.e.,•?4,,i;L:',L,•:*':;••..',..,.:-1,..-.7...•Z;:-... .?•,..4..‘-'''.'.' ,..4'.;:.4,.";:,....,: ‘..1',1.1;::'i‘•..1:'/•:t;:.' i;.,1:;"AVe Mitt- . Peabody ‘)*1P..7t.7.1,T-Zi7:1(1-.-l'el.:(5';jg;..,:,,ki-A,.... •;!:r.;;', ''.:!i'4,.',.:-!,'.i.;1.;. -'•;'•:;".•,' :.?k.,H;T...-''J.--5:::'PL.‘..•;:uz--• ?, er‘44:.4•..kiP•41,,f ife"::,.;fr.:,;;;'S,if.,..''. „ 611 FINAL ORDER NO. 2023-02 COLLIER COUNTY WATER AND WASTEWATER AUTHORITY A FINAL ORDER OF THE COLLIER COUNTY WATER AND WASTEWATER AUTHORITY, PURSUANT TO SECTION 1-21, COLLIER COUNTY ORDINANCE NO. 96-6, AS AMENDED, APPROVING AVE MARIA UTILITY COMPANY, LLLP'S APPLICATION TO AMEND ITS FRANCHISE CERTIFICATE TO EXTEND ITS SERVICE AREA BY INCLUDING ADDITIONAL LANDS. WHEREAS, Collier County Ordinance No. 96-6, as amended, the Collier County Water and Wastewater Utilities Regulatory Ordinance (the "Utilities Regulatory Ordinance"), in section 1-21, authorizes the Collier County Water and Wastewater Authority (the "Authority") final approval authority for proposed additions of utility service into any additional service area and authority to amend franchise certificates authorizing such actions; and WHEREAS, on October 25, 2004, the Authority approved Preliminary Order No. 2004- 01 recommending Ave Maria Utility Company, LLLP (AMUC) be granted Water Certificate No. 06W and Wastewater Certificate No. 09S (the "Certificates"); and WHEREAS, on November 30, 2004, Agenda Item No. 16.A.1., the Board of County Commissioners, Collier County, Florida, approved Resolution No. 2004-357 and issued the Certificates; and WHEREAS, on June 13, 2023, Agenda Item No. 17.C, the Board of County Commissioners, Collier County, Florida, approved Resolution No. 2023-119 expanding the Ave Maria Stewardship Receiving Area(SRA)with Ave Maria Utilities LLP to provide utility services to the expanded area; and WHEREAS, AMUC made application for the extension of its franchise service area and seeks an amendment of the Certificates so as to include additional lands in Collier County, more particularly described by the application attached hereto as Exhibit "A" and incorporated herein; and WHEREAS, aforesaid application was accompanied by appropriate application fees of Fifteen Thousand Dollars for proposing an extension of franchise service area; and WHEREAS, on December 16, 2022 Collier County Growth Management Community Development Department, Operations and Regulatory Management Division, Staff established that the aforementioned application for the extension of franchise service area met the minimum filing requirements pursuant to the Utilities Regulatory Ordinance and the Authority's Rules of Procedure; and WHEREAS, on August 4, 2023, Staff notified the applicant that August 4, 2023 had been established as the Official Date of Filing for application for franchise service area extension; and [23-OPS-00747/1789082/1] Page 1 of 2 c?O 16 I 1 WHEREAS, on September 18 ,2023, at its regular meeting, the Authority considered the aforesaid application, the record, staff report, pertinent testimony of the parties, and comments from the public, as appropriate; and WHEREAS,pursuant to section 1-25 of the Utilities Regulatory Ordinance,the Authority has final approval for applications for additions to service areas and authority to amend franchise certificates authorizing such actions. NOW, THEREFORE,THIS FINAL ORDER IS HEREBY ISSUED by the Authority, in public meeting assembled, that: 1. The Authority hereby approves the application for franchise service area extension by AMUC for the additions of utility service into the additional service area described within Exhibit"A". 2. The Authority hereby approves the amendment of the Certificates for the provision of central water and wastewater service into the additional service area, more particularly described in Exhibit"A", subject to the following conditions: a. The service area extension will not affect (lengthen) the remaining time the franchise may operate (no time extension). b. The Board, as the Governing Body of Collier County and as the Ex-Officio Governing Board of the Collier County Water-Sewer District will have and/or retain the right to install transmission lines along Camp Keais Road. This Final Order adopted this /1 day of scf te., 2023, after motion, second, and majority vote favoring the same. ATTEST: COLLIER COUNTY GROWTH COLLIER COUNTY WATER AND MANAGEMENT COMMUNITY WASTEWATER AUTHORITY DEVELOPMENT DEPARTMENT By: 4VPI/f/ Michael Stark, Division Director, Eloy Ricardo, Chairman Operations and Regulatory Management Division Ap o ed as to form an egality: Attachments: it/C 04/1V''''''' Exhibit"A"—AMUC Application De . Perry Assistant County Attorney Exhibit"B"—Amended Certificates [23-OPS-00747/1789082/1] Page 2 of 2 CA0 16 I 1 EXHIBIT "A" 0 16I1 BEFORE THE COLLIER COUNTY WATER AND WASTEWATER AUTHORITY IN RE: Application of AVE MARIA UTILITY COMPANY, LLLP for an Extension of its Franchise Certificate Service Area in Collier County, Florida. / APPLICATION FOR EXTENSION OF FRANCHISE SERVICE AREA Ave Maria Utility Company, LLLP ("Applicant" or "AMUC"), pursuant to Collier County Ordinance No. 96-6 and Collier County Water and Wastewater Authority ("Authority") rules of procedure, hereby applies for an amendment of its franchise certificate so as to include additional lands in Collier County, Florida, and submits the following information, in support thereof: APPLICANT INFORMATION 1. The full name, address and telephone number of Applicant is: Ave Maria Utility Company, LLLP 5076 Annunciation Circle, Suite 102 Ave Maria, FL 34142 (239) 262-2600 2. The name, address and phone number of the person to contact concerning this application is: F. Marshall Deterding, Esq. Sundstrom &Mindlin, LLP 2548 Blairstone Pines Drive Tallahassee, Florida 32301 (850) 877-6555 e-mail: mdeterding sfflaw.com 3. Applicant is a Florida limited liability limited partnership created on May 28, 2004. Applicant is an existing utility under regulation by the Authority with no outstanding citations or notices of violation. 65 0 16 1 1 CONCEPTUAL PLAN 7. A conceptual plan showing the layout of the proposed system, including, when applicable, the source of water, the method of treatment of water, the method of disposing of sewage effluent, which sources and methods are adequate to protect the public health,safety and welfare, is attached hereto as Exhibit C. AFFECTED PROPERTY OWNERS 8. The name and address of all property owners within the area to be added to the franchise certificate is: BC Groves, LLC c/o David B. Genson, PE 2600 Golden Gate Parkway Naples, FL 34105 239-262-2600 dgensonnbarroncollier.com All of the land to be included within the expanded AMUC franchise service area is ultimately owned by an entity under the umbrella of the Barron Collier Companies, as is AMUC itself. DESCRIPTION OF CUSTOMERS 9. The types of customers anticipated in the proposed franchise certificate expansion include single family, multi-family homes and associated commercial/retail and park development. It is estimated that at build out of the proposed extension area, approximately 3,00o equivalent residential connections (ERCs) and service connections will be added to the existing AMUC certificate. PROJECTED COSTS io. The proposed development of the extension area is too early in the 67 16I1 reflecting that notice of an extension of water and wastewater service, which includes the name and address of Applicant and a description of the area to be served, was given by certified mail to the Authority and the governing body of any municipality and any water or sewer utility within a four-mile radius of the proposed service area and such notice was published once each week for two consecutive weeks in a newspaper of general circulation in the territory proposed to be served. Such notice complies with the requirements of the supplemental rules of the Board Section 1.5. It will be distributed immediately upon approval by the Authority. This Exhibit will be late filed after required noticing is completed. GRANTING OF THIS APPLICATION IS IN THE PUBLIC INTEREST 14. This Application is not intended to, nor will it, affect the type and quality of service already provided by AMUC to its customers. The amendment to the franchise certificate for the purpose described herein is not anticipated to have any immediate impact on Applicant's rates or service availability charges. The approval of this Application is in the public interest because there is a need for the service in the extension area and there is no other utility in the area willing or capable of providing reasonably adequate service on as cost effective and timely basis as can AMUC. 15. Ave Maria has received Florida Department of Environmental Protection excellence awards, it has been in business for over 20 years, it has good management, good staff, good financial backing, For the foregoing reasons, it is in the public interest for AMUC's water and wastewater certificates to be amended for these purposes. WHEREFORE, AMUC respectfully requests an amendment to its franchise 69 OVD 16I 1 Schedule of Exhibits Exhibit "A"- Legal Description and map of area to be added to franchise certificate Exhibit "B" - Engineer's Letter Exhibit"C" - Conceptual Plan Exhibit "D"- Affidavit of Notice and Publication 71 0V3 16 1 I. '.`,�� PENINSULA ENGINEERING 1 LEGAL DESCRIPTION SECTION 34, TOWNSHIP 47 SOUTH, RANGE 29 EAST, AND THE NORTH 1/2 OF SECTION 3, AND THE NORTHWEST 1/4 OF SECTION 2, LYING WEST OF THE WEST TOE OF THE RESERVOIR PERIMETER DIKE, TOWNSHIP 48 SOUTH, RANGE. 29 EAST, ALL LYING IN COLLIER COUNTY, FLORIDA, AND BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHWEST CORNER OF SAID SECTION 34; THENCE NORTH 88° 16' 07" EAST, ALONG THE NORTH LINE OF SECTION 34, A DISTANCE OF 2676.29 FEET, TO THE NORTH 1/4 CORNER OF SAID SECTION; THENCE NORTH 88° 14 ' 03" EAST, ALONG THE NORTH LINE OF SECTION 34, A DISTANCE OF 2674 .26 FEET, TO THE NORTHEAST CORNER OF SECTION 34; THENCE SOUTH 01° 10' 01" EAST, ALONG THE EAST LINE OF SECTION 34, A DISTANCE OF 2612 . 26 FEET TO THE EAST 1/4 CORNER OF SECTION 34 ; THENCE SOUTH 01° 10' 03" EAST ALONG THE EAST LINE OF SECTION 34 A DISTANCE OF 2612 . 26 FEET, TO THE SOUTHEAST CORNER OF SECTION 34; THENCE NORTH 88 19' 34" EAST, ALONG THE NORTH LINE OF SAID SECTION 2, A DISTANCE OF 1303. 65 FEET, TO THE WEST TOE OF THE RESERVOIR PERIMETER DIKE; THENCE ALONG SAID TOE OF DIKE, THE FOLLOWING COURSES AND DISTANCES: SOUTH 22° 48 ' 31" WEST, DISTANCE 1909. 13 FEET; SOUTH 01 ° 27 ' 33" WEST, DISTANCE 455 . 64 FEET; SOUTH 35° 43 ' 39" WEST. DISTANCE 45E. 61 FEET; SOUTH 46° 03 ' 55" WEST, DISTANCE 182.61 FEET, TO THE EAST-WEST 1/4 SECTION LINE OF SAID SECTION 2; THENCE SOUTH 88° 17 ' 59" WEST. ALONG THE EAST-WEST 1 /4 SECTION LINE OF SECTION . , A DISTANCE OF 1100.56 FEET, TO THE WEST 1/4 CORNER OF SECTION F (A 18275 II..ta"dicat (A IC21,CV Fla Sururvor/Map)rr IBM" EXHIBIT A 73 Page 1 of 3 �6J 16 I 1 __ f U. Z CC Z W� = a �X ' , )i If• . I • t h • w tj , . '''. '.,.1 '7 r • ('- :; :`-. .pie I • Fs ";7 _ ' ._ ,� V L . . ,. , ..., i I , y i r i '� . C Page 3 of 3 ()d' v 16I1 Jacobs Challenging today. Reinventing tomorrow. November 17,2022 Attn: Mr.Kenneth Kovensky Subject Ave Maria Utility Company Service Area Expansion Director Collier County Operations& Regulatory Management Division Dear Mr.Kovensky, • 2800 N.Horseshoe Drive This letter is provided in support of Ave Maria Utility Company's Naples,FL 34104 (AMUC) application for service area expansion. AMUC currently operates water treatment facilities with permitted capacity of 0.999 MGD and wastewater treatment facilities with permitted capacity of 0.900 MGD,serving their existing territory. It is the utility's current intention to utilize these facilities for initial service to the expansion area. Because water and wastewater flows are currently substantially below the permitted capacity of existing facilities, the utility does not anticipate a need for additional capacity in the near future. Jacobs is, however, completing preliminary engineering services for the expansion of the water treatment facility and wastewater treatment facility to meet the projected growth in the existing area and includes the projected flow for the proposed additional parcel.The phase expansion of treatment facility includes • approximately 0.45 MGD for water and 0.41 MGD for wastewater flows that are projected to be contributed by the proposed expansion parcel at build out. The phase 2 expansion will increase the rate of capacity of the water treatment plant to 2.5 MGD and the wastewater treatment plant to 1.8 MGD.The utility plans to expand with Thomas V.Waldeck,P.E. additional treatment facility phases of construction as necessary to meet all demand within the proposed service area and to do 643 SW 4th Ave so in compliance with state and local regulation. Gainesville, FL 32601 United States Kindest regards, Thomas V.Waldeck, PE — Project Manager 904-613-2547 T+1.904.613.2547 tom.watdeck@lacobs.com www.jacobs.com Copies to: David Genson/BCC Jason Vogel/AMUC EXHIBIT B Jacobs Engineering Inc 77 �d U 16 I 1 CONCEPTUAL PLAN While it is far too early in the development of the proposed extension area to layout a water distribution and wastewater collection system anticipated to serve the needs of that area,the utility does plan to expand the existing water and wastewater treatment facilities located within the existing AMUC service area in order to meet the needs of both that existing area and the proposed expansion area. Potable source water will be a mix of lower Tamiami aquifer treated with nano filtration and bypass-blended with sandstone aquifer and modifications as needed to produce finished water that meets FDEP drinking water standards. Wastewater treatment consists of conventional activated sludge secondary treatment with tertiary filtration and high-level disinfection to meet FDEP requirements for public access effluent reuse. That treated effluent will then be utilized to provide reuse service throughout the existing and proposed service territory. Utility facilities anticipated for the franchise expansion area will include potable water storage tanks, high surface pumps, re-chlorination facilities and master sewage pump stations. All plans for facility expansion will be undertaken and demonstrated to the regulatory authorities to be adequate to protect the public health, safety and welfare. EXHIBIT C 79 0 U 16I 1 AFFIDAVIT OF MAILING STATE OF FLORIDA COUNTY OF LEON BEFORE ME, the undersigned authority authorized to administer oaths and take acknowledgements,personally appeared Bronwyn Ferrell,who,after being duly sworn on oath, did depose on oath and say that she is the Legal Assistant to F. Marshall Deterding, attorney for Ave Maria Utility Company, LLLP, and that on , 2022, she did send by certified U.S. mail, a copy of the Notice attached hereto to each of the property owners in the proposed territory. FURTHER AFF ANT SAYETH NAUGHT. Bronwyn Ferrell Sworn to and subscribed before me this 16th day of December, 2022,by Bronwyn Ferrell,who is personally known to me. Deana L. Courson Notary Public 81 (J 16 I 1 NOTICE OF EXTENSION OF WATER AND WASTEWATER SERVICE AREA Pursuant to Collier County Ordinance No. 96-6, notice is hereby given on , 2023, by Ave Maria Utility Company, 5076 Annunciation Circle, Suite 102, Ave Maria, Florida 34142, of its intention to extend its service area so as to include the following generally described territory in Collier County, Florida: SECTION 34, TOWNSHIP 47 SOUTH, RANGE 29 EAST,AND THE NORTH 1/2 OF SECTION 3, AND THE NORTHWEST 1/4 OF SECTION 2, LYING WEST OF THE WEST TOE OF THE RESERVOIR PERIMETER DIKE, TOWNSHIP 48 SOUTH, RANGE. 29 EAST, ALL LYING IN COLLIER COUNTY, FLORIDA (A detailed metes and bounds description is available upon request) Any objections to the Application must be made in writing and filed with the Director of the Collier County Utility Authority, 2800 North Horseshoe Drive, Naples, Florida 34104,within thirty (30) days from the date of this notice, with a copy provided to F. Marshall Deterding; Sundstrom & Mindlin, LLP; 2548 Blairstone Pines Drive, Tallahassee, Florida 32301. The objection must state the grounds for the objection with particularity. Ave Maria Utility Company, LLLP 83 C. 16I 1 OF 2608 . 05 FEET, TO THE NORTHWEST CORNER OF SECTION 34, AND THE POINT OF BEGINNING. LESS THE NORTH 60 FEET OF SAID SECTION 34 THEREOF, AND LESS LANDS LYING WITHIN CAMP KEAIS ROAD AND LANDS CONVEYED IN DEED RECORDED IN OFFICIAL RECORDS BOOK 1579, PAGE 1757 . CONTAINING A TOTAL AREA OF 1, 001 . 06 ACRES, MORE OR LESS. 85 G40 Cs cv � V 1:: Ill opN I 1 r •• tD W a.. 0 U w 01o0 i'n-•� I vI V p N �y=O C)~00 D Noo .1r... ..cif`•. : M •• rw_ • ,• I. • L LLSSSVr10-1 SHH L 3 LU e\; ver .. � � u • ru X pZS L T VII (1) tr)- Q C N [` j Z• iimmosom o o L m = L U = U. (Tt _� v L Z it) (1� ru o C .v O a C — o a (p ilIMIMEMIIMMENIMMINI o Y U N Z (i} iimmommommi o IT o : r-a .I., m it rR 0 N a - g N a o rAM d rA 4 Oz ". z8 c- ... 7, E. � E-� 0-1z I) A - AZ - gW z � � V) F' o N P G z O 1s ,,..) „ b11 ^) cgm . i _O W m N i - y `V • C Z g t ; s al Ci W `w 3 ° E aU) w a p 3 v I co a) E Y U 2 . 9 . ,Jgf v E ` o—�' nin _ i o U e $ ' \ \ \ \ \\ \ i \ ` \n .\\,\\ \\‘‘ \ \ �� asps 1 al •11 \S C!I1•11 \U' 11 I `II 11 1 11 II 11 1 11 i / \ 1111 —11.M'ZT-- ad gleam dump y gl isms \ I\N \‘,. \ \ \ \o v z,_, \\\\\s\\,:\\' % 67, \ ,„, .,, ,., U w E w \ \ ,\ NUA7B Wosap \ NN z `o o m m \\\\\\ CNC my Ui z 16I1 AFFIDAVIT OF MAILING STATE OF FLORIDA COUNTY OF LEON BEFORE ME, the undersigned authority authorized to administer oaths and take acknowledgements,personally appeared Bronwyn Ferrell,who,after being duly sworn on oath, did depose on oath and say that she is the Legal Assistant to F. Marshall Deterding, attorney for Ave Maria Utility Company, LLLP, and that on December 16, 2022, she did send by certified U.S. mail, a copy of the Notice attached hereto to each of the property owners in the proposed territory. FURTHER AFFIANT SAYETH NAUGHT. ataaJ2- Bronwyn Fell Sworn to and subscribed before me this 16th day of December, 2022,by Bronwyn Ferrell,who is personally known to me. De044.A.061 Deana L. Courson Notary Public •;^'rk DEANAL.COURSON -,. `A ;;Commission*GG 356503 Expires October 6,2023 ,;x17n°• Bonded Diu Troy Fain lnwranoe800-3854019 91 CAO 16I1 apits Bkzi1 PART OF THE USA TODAY NETWORK Published Daily Naples, FL 34110 SUNDSTROM MINDIN LLP 2548 BLAIRSTONE PINES DR TALLAHASSEE, FL 32301 ATTN Affidavit of Publication STATE OF WISCONSIN COUNTY OF BROWN Before the undersigned they serve as the authority, personally appeared who on oath says that they serve as legal clerk of the Naples Daily News, a daily newspaper published at Naples,in Collier County,Florida; distributed in Collier and Lee counties of Florida;that the attached copy of the advertising was published in said newspaper on dates listed. Affiant further says that the said Naples Daily News is a newspaper published at Naples,in said Collier County, Florida,and that the said newspaper has heretofore been continuously published in said Collier County, Florida;distributed in Collier and Lee counties of Florida,each day and has been entered as second class mail matter at the post office in Naples, in said Collier County, Florida ,for a period of one year next preceding the first publication of the attached copy of advertisement and affiant further says that he has neither paid nor promised any person, or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper. 12/21/2022,12/28/2022 s..-'---- Subscribed and sworn to before on December 28th, 2022 cli<14/1/111— atC16. ----,...__ Notary, State of WI,County of Brown My commission expires: t PUBLICATION COST: $1,008.00 ALLEN AD NO:GC10992859 KATHLEE public CUSTOMER NO:910472 Notary PO#:PUBLIC NOTICE state of Wisconsin AD SIZE: DISPLAY AD W/MAP 3X5 63 9� 16 I i EXHIBIT "B" COLLIER COUNTY WATER AND WASTEWATER AUTHORITY 16 I 1 AMENDED FRANCHISE CERTIFICATE NO. 06W ADDITION OF UTILITY SERVICE INTO ADDITIONAL SERVICE AREA Upon consideration of the record, it is hereby resolved that authority be and is hereby granted to AVE MARIA UTILITY COMPANY, LLLP 2600 Golden Gate Parkway Naples, FL 34105 To provide WATER service in accordance with the provisions of Ordinance No. 96-6, as amended, Supplemental Rules of the Board of County Commissioners of Collier County, Florida ("Board'), and Resolutions of the Board, in the territory described by Board Resolution No. 2004-357, as expanded by the Collier County Water and Wastewater Authority(CCWWA) by Final Order No. 2023-02 pursuant to Ord. No. 96-6, Section 1-21, as amended. This Certificate shall remain in force and effect until suspended, cancelled or revoked by Resolution of the Board of County Commissioners of Collier County, Florida. BOARD RESOLUTION NO. 2004-357 DATED: 11/30/2004 CCWWA FINAL ORDER NO. 2023-02 DATED: 9/18 f 2023 Amended by Final Order of the Collier County Water and Wastewater Authority ATTEST: COLLIER COUNTY WATER AND COLLIER COUNTY GROWTH WASTEWATER AUTHORITY MANAGEMENT COMMUNITY DEVELOPMENT DEPARTMENT By: Oil 9 1 b 23 ael Stark, Division Director, Eloy Ricardo, Chairman Operations and Regulatory Management Division App ed as to form and legality: Derek D. Perry Assistant County Attorney [23-0PS-00747/1789079/1] 16I 1 COLLIER COUNTY WATER AND WASTEWATER AUTHORITY AMENDED FRANCHISE CERTIFICATE NO. 09S ADDITION OF UTILITY SERVICE INTO ADDITIONAL SERVICE AREA Upon consideration of the record, it is hereby resolved that authority be and is hereby granted to AVE MARIA UTILITY COMPANY, LLLP 2600 Golden Gate Parkway Naples, FL 34105 To provide WASTEWATER service in accordance with the provisions of Ordinance No. 96-6, as amended, Supplemental Rules of the Board of County Commissioners of Collier County, Florida ("Board'), and Resolutions of the Board, in the territory described by Board Resolution No. 2004-357, as expanded by the Collier County Water and Wastewater Authority(CCWWA) by Final Order No. 2023-02 pursuant to Ord. No. 96-6, Section 1-21, as amended. This Certificate shall remain in force and effect until suspended, cancelled or revoked by Resolution of the Board of County Commissioners of Collier County,Florida. BOARD RESOLUTION NO. 2004-357 DATED: 11/30/2004 CCWWA FINAL ORDER NO. 2023-02 DATED: is ]t 8 Ito z 3 Amended by Final Order of the Collier County Water and Wastewater Authority ATTEST: COLLIER COUNTY WATER AND COLLIER COUNTY GROWTH WASTEWATER AUTHORITY MANAGEMENT COMMUNITY DEVELOPMENT DEPARTMENT By: '`/ t b 23 By: Michael Stark, Division Director, Eloy Ricardo, Chairman Operations and Regulatory Management Division Approv d as to form and legality: gtat Pi/Cilm Derek D. Perry Assistant County Attorney [23-OPS-00747/1789079/11 16 1 1 FINAL ORDER NO. 2023-03 COLLIER COUNTY WATER AND WASTEWATER AUTHORITY A FINAL ORDER OF THE COLLIER COUNTY WATER AND WASTEWATER AUTHORITY, PURSUANT TO SECTIONS 1-6 (I) AND (J), COLLIER COUNTY ORDINANCE NO. 96-6, AS AMENDED, APPROVING PRICE INDEXING AND PASS-THROUGH INCREASES IN WATER AND WASTEWATER RATES FOR AVE MARIA UTILITY COMPANY AND REQUIRING THE UTILITY TO NOTIFY ITS CUSTOMERS OF THE INCREASES IN RATES. WHEREAS,Ave Maria Utility Company,LLLP (AMUC)is the holder of a certificate for the provision of wastewater service to certain portions of Collier County; and WHEREAS, Sections 1-6 (I) and (J), Collier County Ordinance No. 96-6, as amended, provide for price index adjustments and pass-through adjustments, respectively; and WHEREAS, on May 8, 2023, the Collier County Water and Wastewater Authority ("AUTHORITY") adopted Final Order No. 2023-01 establishing the 2023 Price Index for water and wastewater utilities operating in Collier County; and WHEREAS,on August 4, 2023, AMUC submitted its application for 2023 price indexing and recovery of increased pass-through costs for wastewater expenses, resulting in increases in its wastewater rates; and WHEREAS, pursuant to Ordinance No. 96-6, as amended, the increase in water and wastewater rates, attributable to price indexing, cannot exceed the 2023 Price Index factor of 7.07%; and WHEREAS, AUTHORITY staff recommends approval of AMUC's application for a Price Index and pass-through increase to thereby authorize a 4.86%increase for water service rates and a 4.67%increase to wastewater service rates,which is anticipated to increase AMUC's annual revenues for water service by $136,230 and wastewater service by $178,330. NOW, THEREFORE, BE IT ORDERED BY THE COLLIER COUNTY WATER AND WASTEWATER AUTHORITY, in public meeting assembled,that: 1. The 2023 Price Index and pass-through application, which seeks an additional $136,230 in water revenue and $178,330 in wastewater revenue resulting in a rate increase of 4.86% for water service rates and a 4.67% for wastewater service rates, is hereby approved and authorized. 2. The water and wastewater rates, as depicted in the Tariff Sheets, attached hereto as Exhibit "B", and by this reference incorporated herein, are approved and authorized, effective September 19, 2023. [23-0PS-00933/1815740/1] CAO 16I 1 3. Pursuant to Collier County Ordinance No. 96-6, as amended, AMUC shall provide written notice to its water and wastewater customers of the authorized increase and the basis for the increase. This Final Order adopted after motion, second and majority vote favoring same, this 18th day of September 2023. Apr ed as to form and legality: COLLIER COUNTY WATER AND WASTEWATER AUTHORITY Derek D. Perry By: Assistant County Attorney a`� Eloy Ricardo, Chairman °\.`� Attachments: Exhibit "B"— Revised Water and Wastewater Tariffs [23-0PS-00933/1815740/11 . I 16I 1 Exhibit B Revised Water and Wastewater Tariffs a40 1 6 I 1 NAME OF COMPANY: AVE MARIA UTILITY COMPANY, LLLP WATER SIXTEENTH REVISED SHEET NO. 13.0 CANCELS FIFTEENTH REVISED SHEET NO. 13.0 GENERAL SERVICE RATE SCHEDULE GS AVAILABILITY - Available throughout the area served by the Company. APPLICABILITY- For water service to commercial Customers and all Customers for which no other schedule applies. LIMITATIONS - Subject to all of the Rules and Regulations of this Tariff and General Rules and Regulations of the Authority. RA 1'1=, - BASE FACILITY REGULATORY ME 1'ER SIZE CHARGE PER MONTH ASSESSMENT FEE 5/8" x 3/4" $42.85 $0.86 1" 107.10 2.14 1 1/2" 214.18 4.28 2" 342.69 6.85 3" 642.53 12.85 4" 1,070.90 21.42 6" 2,141.78 42.84 8" 3,426.88 68.54 Gallonage Charge (per 1,000 Gallons) $3.40 $0.07 Gallonage Charge (per 1,000 Gallons) Construction Use $6.44 $0.13 MINIMUM CHARGE - Base Facility Charge only, if no consumption. I ERMS OF PAYMENT- Bills are due when rendered and become delinquent if not paid within twenty (20) days. After five (5) days' written notice, water service may be discontinued. Douglas E. Baird, Agent NAME TITLE �40 16 I 1 NAME OF COMPANY: AVE MARIA UTILITY COMPANY, LLLP WATER SEVENTEENTH REVISED SHEET NO. 14.0 CANCELS SIXTEENTH REVISED SHEET NO. 14.0 RESIDENTIAL SERVICE RATE SCHEDULE RS AVAILABILITY- Available throughout the area served by the Company. APPLICABILITY- For water service to all residential Customers. MUTATIONS - Subject to all of the Rules and Regulations of this Tariff and General Rules and Regulations of the Authority. RA 1',- BASE FACILITY REGULATORY METER SIZE CHARGE PER MONTH ASSESSMENT FEE 5/8" x 3/4" $42.85 $0.86 1" 107.10 2.14 1 %" 214.18 4.28 Gallonage Charge Up to 5,000 gallons $3.02 $0.06 5,001 to 10,000 gallons 4.57 0.09 10,001 to 15,000 gallons 6.07 0.12 Over 15,000 gallons 9.08 0.18 MINIMUM CHARGE- Base Facility Charge only, if no consumption. TERMS OF PAYMENT- Bills are due when rendered and become delinquent if not paid within twenty (20) days. After five (5) days' written notice, water service may be discontinued. Douglas E. Baird, Agent NAME TITLE 0'0 16 I 1 NAME OF COMPANY: AVE MARIA UTILITY COMPANY, LLLP WASTEWATER SIXTEENTH REVISED SHEET NO. 12.0 CANCELS FIFTEENTH REVISED SHEET NO. 12.0 GENERAL SERVICE RA l E SCHEDULE GS AVAILABILITY- Available throughout the area served by the Company. APPLICABILITY- For wastewater service to commercial Customers and all Customers for which no other schedule applies. LIMITATIONS - Subject to all of the Rules and Regulations of this Tariff and General Rules and Regulations of the Authority. RAIE - BASE FACILITY REGULATORY METER SIZE CHARGE PER MONTH ASSESSMENT FEE 5/8" x 3/4" $51.32 $1.03 1" 128.23 2.56 1 1/2" 256.48 5.13 2" 410.35 8.21 3" 769.44 15.39 4" 1,282.40 25.65 6" 2,564.78 51.30 8" 4,103.66 82.07 Gallonage Charge (per 1,000 Gallons) $ 5.01 $0.10 MINIMUM CHARGE- Base Facility Charge only, if no consumption. 1 ERMS OF PAYMENT - Bills are due when rendered and become delinquent if not paid within twenty (20) days. After five (5) days' written notice, wastewater service may be discontinued. Douglas E. Baird, Agent NAME TITLE OV0 16 11 • NAME OF COMPANY: AVE MARIA UTILITY COMPANY, LLLP WASTEWATER SEVENTEENTH REVISED SHEET NO. 13.0 CANCELS SIXTEENTH REVISED SHEET NO. 13.0 RESIDENTIAL SERVICE RAZE SCHEDULE RS AVAILABILITY- AvaiIable throughout the area served by the Company: APPLICABILITY- For wastewater service to all residential Customers. LIMITATIONS- Subject to all of the Rules and Regulations of this Tariff and General Rules and Regulations of the Authority. RA FE - BASE FACILITY REGULATORY METER SIZE CHARGE PER MONTH ASSESSMENT FEE 5/8" x 3/4" $51.32 $1.03 1" 128.23 2.56 1 1/2" 256.48 5.13 Gallonage Charge (per 1,000 Gallons) $ 5.01 $0.10 MINIMUM CHARGE- Base Facility Charge only, if no consumption. I ERMS OF PAYMENT - Bills are due when rendered and become delinquent if not paid within twenty (20)days. After five (5) days' written notice, wastewater service may be discontinued. Douglas E. Baird, Agent NAME TITLE OI ) 16I1 NAME OF COMPANY: AVE MARIA UTILITY COMPANY, LLLP WASTEWATER SIXTEENTH REVISED SHEET NO. 14.0 CANCELS FIFTEENTH REVISED SHEET NO. 14.0 RECLAIMED WATER SERVICE RATE SCHEDULE AVAILABILITY - Available by special contract to areas within the certificated service territory of Service Company. APPLICABILITY - To the extent of its capacity and wastewater flows, the Utility will provide irrigation quality water using treated wastewater effluent. LIMITATIONS - Subject to all of the Rules and Regulations of this Tariff and General Rules and Regulations of the Authority. RATE - BASE FACILITY REGULATORY METER SIZE CHARGE PER MONTH ASSESSMENT FEE 6" $4,619.79 $92.40 8" 7,387.42 147.75 Gallonage Charge (per 1,000 Gallons) $0.59 $0.01 Douglas E. Baird, Agent NAME TITLE 16 I 1 FINAL ORDER NO. 2023-04 COLLIER COUNTY WATER AND WASTEWATER AUTHORITY A FINAL ORDER OF THE COLLIER COUNTY WATER AND WASTEWATER AUTHORITY, PURSUANT TO COLLIER COUNTY ORDINANCE NO. 96-6, AS AMENDED, AND PURSUANT TO ITS RULES OF PROCEDURE, SECTIONS 2.14 (5), (6), AND (9), RESOLUTION NO. 1996-103, AS AMENDED, APPROVING A CHANGE IN AVERAGE SERVICE LIFE DEPRECIATION RATES AND RESTATEMENT OF ACCUMULATED DEPRECIATION ON SUCH ASSETS FOR AVE MARIA UTILITY COMPANY. WHEREAS, on December 14, 2021, Ave Maria Utility Company, LLLP (AMUC) completed its "Ave Maria Utility Company Condition Assessment" report as prepared by Jacobs Engineering, Inc.; and WHEREAS, on May 8, 2023, the Collier County Water and Wastewater Authority ("AUTHORITY") adopted Final Order No. 2023-01 establishing the 2023 Price Index for water and wastewater utilities operating in Collier County; and WHEREAS, on August 4, 2023, AMUC applied for a change in revenue rates, and also petitioned for a change in average service life depreciation rates and restatement of accumulated depreciation on such assets(attached hereto and incorporated herein as Exhibit"A"),in accordance with The Collier County Water and Wastewater Authority's Rules of Procedure, sections 2.14 (5), (6), and (9), of Resolution No. 1996-103, as amended; and WHEREAS, on September 18, 2023, AUTHORITY staff recommended approval of AMUC's application of the change in depreciation service. NOW, THEREFORE, BE IT ORDERED BY THE COLLIER COUNTY WATER AND WASTEWATER AUTHORITY, in public meeting assembled, that AMUC's application for a change in average service life depreciation rates and restatement of accumulated depreciation on such assets is hereby approved. This Final Order adopted after motion, second and majority vote favoring same, this 18th day of September 2023. Ap • ed as to form and legality: COLLIER COUNTY WATER AND / WASTEWATER AUTHORITY D'rek D. Perry V 1 B, •, Assistant County Attorney A Eloy Ricardo, Chairman Attachments: Exhibit "A"— AMUC's petition for a change in average service life depreciation rates and restatement of accumulated depreciation on such assets. [23-OPS-00933/1815689/1] Page 1 of 1 1611 GG » Exhibit AMUC's petition for a change in average service life depreciation rates and restatement of accumulated depreciation on such assets. c) 16 ! 1 rt BEFORE THE COLLIER COUNTY WATER AND WASTEWATER AUTHORITY IN RE: Application of AVE MARIA UTILITY COMPANY, LLLP for Change in Depreciation Service Life and Accumulated Depreciation in Collier County, Florida. / APPLICATION FOR CHANGE IN DEPRECIATION Ave Maria Utility Company, LLLP ("Applicant" or "AMUC"), pursuant to Collier County Ordinance No. 96-6 and Collier County Water and Wastewater Authority ("Authority") rules of procedure, hereby applies for a change in depreciation service lives and restatement of accumulated depreciation under Section 2.14 (5) & (6) of the Supplemented Rules of the Board adopted by Resolution 96-103, and submits the following information, in support thereof: APPLICANT INFORMATION 1. The full name, address and telephone number of Applicant is: Ave Maria Utility Company, LLLP 5076 Annunciation Circle, Suite 102 Ave Maria, FL 34142 (239) 262-2600 2. The name, address and phone number of the person to contact concerning this application is: F. Marshall Deterding, Esq. Sundstrom &Mindlin, LLP 2548 Blairstone Pines Drive Tallahassee, Florida 32301 (850) 877-6555 e-mail: mdeterding(@sfflaw.com 3. Applicant is a Florida limited liability limited partnership created on May 28, 2004. Applicant is an existing utility under regulation by the Authority with no outstanding citations or notices of violation. an 0 16I1 COMPLIANCE WITH RULE 2.14 (5) & (6) 4. Attached hereto as Exhibit A, is a cover and summary letter from Jacob V. Waldeck, P.E., the project manager for Jacobs Engineering, Inc. outlining the purpose of the study undertaken by them at the request of AMUC. This letter briefly outlines the purpose of the study and its conclusions which led to the filing of this Application for changes in depreciation rates utilized by AMUC for its utility assets and the requested restatement of accumulated depreciation on such assets. 5. Attached hereto as Exhibit B are two Schedules prepared by AMUC staff which outline the impact of the proposed change in depreciation rates and restatement of accumulated depreciation as recommended by the Jacobs report and as proposed by the Utility in this Application. The first Schedule reflects the effect of the proposed accumulated depreciation restatement by NARUC account number for Utility assets. The second Schedule reflects the effects of the proposed restatement by major asset operated by the Utility. 6. Attached hereto as Exhibit C is the complete "Ave Maria Utility Company Condition Assessment" report (hereinafter "Jacobs Report") as prepared by Jacobs Engineering, Inc. This report forms the basis for the conclusions presented in Exhibit A above and the proposal for the changes in depreciation rates and restatement of depreciation as proposed by this Application. 7. The three Exhibits attached hereto provide the information required to comply with the information required under Rule 2.14(5)&(6)of the Supplemental Rules of the Board adopted by Resolution 96-103 of the Collier County Board of County Commissioners ("Board Rules"). 8. The annual index rate adjustment as authorized under Ordinances 96-6 and 161 1 2023-1 has been filed simultaneously with this Application in order to comply with the requirements of the Board Rules, Section 2.14 (5)(a). GRANTING OF THIS APPLICATION IS IN THE PUBLIC INTEREST 9. This Application is not intended to, nor will it, affect the type and quality of service already provided by AMUC to its customers. The changes in depreciation proposed in this Application are not anticipated to have any immediate impact on Applicant's rates or service availability charges. The approval of this Application is in the public interest because there is a need for adjustment to the depreciable lives and accumulated depreciation of the Utility assets so as to property reflect the costs of providing service to customers of the Utility and the lives of the assets dedicated to provide those services. For the foregoing reasons, it is in the public interest for AMUC's request for adjustment of depreciation rates and restatement of accumulated depreciation to be granted as proposed herein. WHEREFORE, AMUC respectfully requests that the Collier County Water and Wastewater Authority grant this Applicationjj as filed. Respectfully submitted this Vdayat� of August, 2023 F. Marshall Deterding, Es . Sundstrom & Mindlin, P 2548 Blairstone Pine Drive Tallahassee, Florida 32301 (850) 877-6555 Attorneys for Applicant F:\Ace Maria Utility Company\Extension of Service Area\Application for Change in Depreciation.docx 0i4 J 1 6 I 1 Schedule of Exhibits Exhibit "A"- Jacobs Cover Letter and Summary of Conclusions from Jacobs Report Exhibit "B" - Two Schedules of Impact of Proposed Change in Depreciation Rates and Accumulated Depreciation Exhibit "C"- Jacobs Report OVD t6I1 EXHIBIT A Jacobs Cover Letter and Summary of Conclusions from Jacobs Report t6 I i Jacobs Challenging today. Reinventing tomorrow. June 14,2023 Project name:Ave Maria W/WW Treatment Facilities Project no:AMUCPHO2 Attn:Michael Stark Director of Operations and Mr.Stark, Regulatory Management Over the last 20 years Ave Maria Utilities Corp (AMUC)has invested Collier County Water& substantial sums in developing and maintaining the facilities to provide Wastewater Authority water,wastewater and reuse water services to their customers in Collier County,Florida. Those facilities have been planned and constructed to 2800 North Horseshoe Drive service those customers for the foreseeable future. Naples,FL 34104 As a result of several unforeseen events,including the real estate downturn of 2007-2011 and the Covid Pandemic at the beginning of 2020,growth in the number of utility customers within the Collier County service area of AMUC has been significantly less than expected. As such,utilization of the constructed facilities has been substantially less than anticipated. Through a combination of building facilities to high standards as well as careful and targeted maintenance programs intended to preserve facilities,AMUC has been able to extend the service lives of many of its water,wastewater and reuse facilities and equipment. AMUC has never sought compensatory rates for service which would have resulted in recovery through rates of depreciation over the years that these facilities have been in service Under the provisions of Section 2.14(5)&(6)of the Supplemental Rules of The Board adopted by Collier County Resolution 96-103,a utility may apply to implement a change in average service life and/or file an application for implementation of Remaining Life Depreciation Rates for its assets. AMUC believes that circumstances exist which make such a change in the lives and restatement of depreciation not only allowable but appropriate in order to properly match the depreciation of facilities over their useful lives and providing service to 643 SW 4th Ave the public with the customers receiving such benefits. As such,AMUC commissioned Jacobs Solutions,Inc.to prepare a study which provided Gainesville,FL 32601 an in-depth review of the utility facilities to determine if,in fact,the United States history and conditions exist which would justify a change in service lives and a restatement of depreciation for AMUC. The detailed study by Jacobs Solutions concludes that such a change in depreciable lives and restatement of depreciation is appropriate and in keeping with the true lives and allocation of the costs for the utility assets in prior years and -------- going forward. As a result,AMUC is seeking to revise the average service lives of its T+1.352.335.7991 assets and to restate depreciation to date on those facilities by filing www.jacobs.com the Jacobs Solutions study and submitting this request under the Supplemental Rules of the Board. As the rule provides that such applications should be filed six months before the utility applies for a change in revenue rates and AMUC intends to implement its Annual Jacobs Engineering Inc. rj 16I1 Jacobs Date: 14 June 2023 Index Increase in Revenue Rates in September of 2023,AMUC is filing this application with supporting documentation at this time to allow ample time for Authority review Thomas V.Waldeck,PE Project Manager tommaldeck@jacobs.com lMrpipS En;, O 16 1 EXHIBIT B Two Schedules of Impact of Proposed Change in Depreciation Rates and Accumulated Depreciation 16l1 0 O co CO CO CO O r N to O) N- r CO CO O N O V CO CO CO O CO N- CO CO r CO M CO CO a 0 CO C O N CO CO N Cn O C0 O N` c0 o co r N CO CD 0 CO r CO O CO 0 r o CO 0 CO N O 0 CO CO CO co O co co N- Nr 0 CO CD CO CO CO CO CON 0 N CO CO O) N N- CO 0to N 0) CO CO NY0 V 7 0 CON - 0) CO O) NI- NI' 0 0) N N N- a N O) CO CO CO7 CO co O N- CO CO 0N N O CO CO 0y> 0) 0) CO 0) CO. '7 t0 N CO.. N` N. 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Ave Maria Utility Company Condition Assessment AMUC Condition Assessment Summary December 14, 2021 AMUC Condition Assessment Summary Jacobs AMUC Condition Assessment Project No: Project Number Document Title: AMUC Condition Assessment Summary Document No.: Document No. 1 Revision: 1 Document Status: Final Date: December 14, 2021 Client Name: AMUC Project Manager: Project Manager Author: Matthew Crowley File Name: AMUC Condition Assessment Summary ©Copyright 2019 Jacobs Engineering Inc.The concepts and information contained in this document are the property of Jacobs.Use or copying of this document in whole or in part without the written permission of Jacobs constitutes an infringement of copyright. Limitation:This document has been prepared on behalf of,and for the exclusive use of Jacobs'client,and is subject to,and issued in accordance with,the provisions of the contract between Jacobs and the client.Jacobs accepts no liability or responsibility whatsoever for,or in respect of,any use of,or reliance upon, this document by any third party. Document No. 1 16 I 1 AMUC Condition Assessment Summary Jacobs Contents Executive Summary Error! Bookmark not defined. 1. Introduction 6 1.1 Purpose 6 1.2 Approach 6 1.3 Estimated Remaining Life Determination 8 1.4 Risk Assessment Approach 9 1.4.1 Consequence of Failure 9 1.4.2 Likelihood of Failure 10 2. Wastewater Treatment Plant 12 2.1 WWTP Condition and Risk Summary 12 2.2 Cost Schedule 14 2.3 Condition Assessment Summary 16 2.3.1 Influent 16 2.3.2 Screening 18 2.3.3 Suspended Growth 18 2.3.4 Solids Stabilization 26 2.3.5 Final Clarification 27 2.3.6 Tertiary Treatment 28 2.3.7 Disinfection 30 2.3.8 Recycled Effluent 31 2.3.9 Effluent Disposal 32 2.3.10 Odor Control 33 2.3.11 Support Electrical 34 2.3.12 Support Generator 35 2.3.13 Support SCADA 36 3. Lift Stations 37 3.1 Condition and Risk Summary 37 3.2 Cost Schedule 38 3.3 Condition Assessment Summary 40 3.3.1 U-1-1 40 3.3.2 TC Master—3 41 3.3.3 North Sports Park— 11 43 3.3.4 Dell Webb 2-7 44 3.3.5 Emerson Park—9 45 3.3.6 K-12 Master-4 46 3.3.7 U-2-2 48 Document No.1 AMUC Condition Assessment Summary Jacobs 3.3.8 Maple Ridge Reserve 49 3.3.9 DW Master—5 50 3.3.10 Iron Horse— 10 52 3.3.11 Bellerawalk—8 53 3.3.12 Del Web 1-6 55 3.3.13 Hampton Village— 13 56 3.3.14 Park of Commerce— 12 57 3.3.15 MR Amenity Center 59 3.3.16 National 60 3.3.17 Silverwood 61 3.3.18 Oasis Club 14 63 3.3.19 Artherex Park of Commerce 65 3.3.20 Del Webb 3-16 66 3.3.21 Iron Horse 67 4. Water Treatment Plant 70 4.1 Risk and Condition Summary 70 4.2 Cost Schedule 73 4.3 Condition Assessment Summary 74 4.3.1 Raw Water Influent 74 4.3.2 Chemical Addition 75 4.3.3 RO Filtration 81 4.3.4 RO Cleaning 88 4.3.5 Finished Water Storage 93 4.3.6 Finished Water Pumping 96 4.3.7 Cartridge Filtration 101 4.3.8 Odor Control 102 4.3.9 Support Electrical 104 4.3.10 Support General 105 4.3.11 Support SCADA 109 4.3.12 Support Electrical 110 4.3.13 Support Generator 111 5. Well Sites 113 5.1 Risk and Condition Summary 113 5.2 Cost Schedule 114 5.3 Well Site 01 115 5.4 Well Site 02 116 5.5 Well Site 03 118 Document No. 1 16 I 1 AMUC Condition Assessment Summary 11 Jacobs Appendix A.Wastewater Treatment Plant Detailed Assessment Forms Appendix B. Lift Station Plant Detailed Assessment Forms Appendix C.Water Treatment Plant and Well Site Detailed Assessment Forms Appendix D.Wastewater Treatment Plant Repair and Replacement Schedule Appendix E. Lift Station Repair and Replacement Schedule Appendix F.Water Treatment Plant Repair and Replacement Schedule Appendix G.Well Site and Replacement Schedule Appendix H. Risk Scores Docum=_41' AMUC Condition Assessment Summary vacobs. Document No. 1 16 I 1 AMUC Condition Assessment Summary Jacobs 1. Introduction 1.1 Purpose The purpose of this Condition Assessment is to provide Barron Collier Companied, LTD(BCC)with a summary of asset condition for the Water Treatment Plant, Wastewater Treatment Plant and Wastewater Collection assets managed by the Ave Maria Utility Company(AMUC).The scope of services includes development of a baseline 20-year funding forecast for the renewal and replacement(R&R)of vertical assets meaning facilities that are above grade or were able to be observed from ground level such as pump station wet wells.The baseline renewal and replacement forecasts are based on asset service history, available asset condition information, useful life projections, and current maintenance practices,visual inspection by JACOBS staff,and testing conducted as part of this project.The funding forecast will be based on conceptual asset replacement cost, replacement frequency for asset categories(life cycle cost profiles)and asset valuations.Asset replacement schedules will be adjusted for anticipated modifications as part of upcoming facility upgrades and expansion evaluated within this scope. 1.2 Approach The condition assessment process used by Jacobs is based on research published in the International Infrastructure Management Manual, 2015.The basis for assessing the condition of assets is the development of a set of asset-specific questions that focus on the visual and measurable indicators of an asset's condition.To accomplish this,a registry of the assets to be assessed is first reviewed and arranged into asset-type classes.The asset-type classes need to be specific enough so that all the assets within the asset class have similar visual and measurable indicators of wear and condition, but general enough so that similar assets throughout the facility can be compared. For this assessment the facilities were broken into 4 categories:Waste Water Treatment Plant, Water Treatment Plant, Lift Stations and Well Sites. For these facilities the following asset types were used: Air Conditioning Unit Filter Pressure Relief Valve Air Relief Valve Fire Hydrant Programmable Logic Controller Automatic Transfer Switch Flow Meter Sampling Device Backflow Preventer Gate SCADA Basin Gearbox Screen Blower Generator- Emergency Sluice-Slide Gate Valve Breaker Panel Grounds, Site Tank Building Instrumentation Telemetry Butterfly Valve Lighting Panel Valve Centrifugal Pump Horizontal Metering Pump Valve Actuator Centrifugal Pump Submersible Motor Variable Frequency Drive Condenser Motor Control Center Vault Control Panel Odor Control Vertical Turbine Pump Dry Pit Submersible Piping Wet Well Fan Pond For each asset listed a set of assessment criteria or questions and answers was created that spans the range of likely conditions that will be observed or measured.A range of up to five answers can be created for each question,and a score of 1 to 5 is assigned to each answer.The answers are arranged so the best likely condition to be observed is given a score of 1,and the worst condition is given a score of 5. Document No. 1 AMUC Condition Assessment Summary Jacobs The number of answers to each question varies depending on the granularity of the inspection.Therefore, some questions will simply be YES (1) or No (5) questions, while others will have five separate answers with scores ranging from 1 to 5. By rolling up the scores of each question for an asset, an overall score for the asset is calculated. In some instances, assessment questions for a particular asset are"overriding."This applies to single questions where the criteria have significant impact to the overall operability of the asset. In this case the question score received is the minimum score the asset can receive. For example, if insulation resistance for a motor received a condition score of 3 out of 5,the lowest overall score that the asset could receive is a 3. Table 1 shows the range of overall asset scores that make up each condition rating. Table 1 Condition Scoring Description Asset Condition Rating Asset Condition Score Condition 1 1.00— 1.49 Condition 2 1.50—2.49 Condition 3 2.50—3.49 Condition 4 3.50—4.49 Condition 5 4.50—5.00 Document No. 1 16 I 1 AMUC Condition Assessment Summary Jacobs 1.3 Estimated Remaining Life Determination Based on information from the International Infrastructure Management Manual,the condition rating of an asset can be used to make general statements about the immediate maintenance needs of the assets and to calculate the remaining useful life.Condition rating and descriptions are further described in Table 2. Table 2 Condition Ratings and Descriptions Condition Description Estimated%of remaining Score Service life 1 Indicated the asset is in like new condition.Continuation of 90%or greater current maintenance and operating procedures is recommended. 2 Indicates the asset is in good condition.Some minor 75% additional maintenance may be required,continue the current maintenance and operating procedures. 3 Indicates the asset is in Fair condition.These assets have one 50% or more issues which may require immediate attention.The current maintenance and operating procedures or intervals may need to be modified or adjusted to avoid recurrence of identified issues and premature failure. 4 Indicates the asset is in Poor condition.Planning for 30% rehabilitation or replacement should begin.Review of current maintenance practices and procedures is recommended.If this is a critical asset a predictive maintenance program should be evaluated to prevent the asset from reaching this condition in the future. 5 Indicated the asset is in Very Poor condition.Failure of the 10%or less asset is imminent or has already occurred.Greater than 50% of the asset requires replacement.If this is a critical asset a comprehensive maintenance program should be evaluated to prevent the asset from reaching this condition is the future. Document No. 1 AMUC Condition Assessment Summary Jacobs 1.4 Risk Assessment Approach While the current condition of an asset as described above is widely accepted as the primary indicator of an asset's likelihood of failing,there are additional risk factors that can more accurately help define the best rehabilitation or replacement strategy.Applying the concept of relative risk ranking gives the ability to make fact-based and defensible decisions for the maintenance, rehabilitation, and replacement of infrastructure assets. This is defined as the risk-based assessment,which leads to development of a more comprehensive asset replacement strategy. Risk can be defined as: The potential for realization of unwanted, adverse consequences to organizational and service delivery strategies. In the context of utility asset management,the focus is on the risk of asset failure,where failure is not only the physical breakdown of an asset, but the inability of an asset to meet its intended purpose.The risk of an asset failure is quantified as a function of the consequence of the asset failure and the likelihood that the asset will fail, as shown by the risk equation: Risk=Consequence x Likelihood The scoring system used to quantify the consequence of failure and the likelihood of failure for individual assets is discussed in the following sections of this report. 1.4.1 Consequence of Failure The consequence of an asset failure focuses on the impact the failure may have on the ability to meet and asset's established level of service targets.The consequences of an asset failing are usually static, unless there is a change to the required level of service which results in an adjustment to the consequence of failure,or there is a redesign of part of the plant.The static nature of the consequence of failure makes the consequence score for a process or asset a potential way of assigning criticality to the assets. The consequence of failure matrix that was developed for AMUC is presented in Figure 3:Consequence of Failure, and lists the level of service categories and the range of consequences(negligible to severe)with scores (1-10). Each category is weighted in terms of its relevance and is shown as a percentage out of one hundred in the table.Consequence of Failure is calculated as a sum of the products as shown in equation below. Consequence of Failure criteria is described in Table 3 Consequence of Failure Levels of Service. Consequence of Failure=(Regulatory Compliance x 0.25)+(Safety x 0.25)+(Service Deliveryx 0.20)+(Financial Impact x 0.15)+ (Public Confidence x 0.15) Document No. 1 16I1 AMUC Condition Assessment Summary Jacobs Table 3 Consequence of Failure Levels of Service Consequence Wt. Negligible= 1 Low=4 Moderate= 7 Severe= 10 Category Regulatory 25% No state permit Possible technical Probable Permit or license Compliance violations violations enforcement action suspension or state control of system Safety of 25% No injuries or No Lost-Time Lost-Time Injury or Loss of life or Public and adverse health Injuries or medical medical attention widespread Employees effects attention required required outbreak of illness beyond first aid Service 20% No system Minor impact Major impact Catastrophic Delivery interruption impact to meeting demand Financial 15% Can be repaired Can be repaired Can be repaired for Greater than Impact within project less than $2,500 greater than $10,000. Bids and budget $2,500.Approvals approvals required required. Public 15% No social or Minor disruption. Substantial but Long-term impact. Confidence economic impact No adverse client short-term Area-wide and on the reaction. Minimal disruption. disruption. Media Perception community number of Substantial number coverage. complaints. of complaints. 1.4.2 Likelihood of Failure A similar matrix was developed to score the Likelihood of Failure(LoF)and is shown in Table 5, Likelihood of Failure. Each likelihood category was assigned a weighted value based on its contribution to the overall likelihood of an asset failing to meet its intended purpose over a range of likelihood (negligible to very likely) with scores(1-10).Since the current physical condition of an asset is considered to be the leading factor in predicting the likelihood that an asset will fail, a weight of 55 percent was given to the Physical Condition rating calculated during the condition assessment. The likelihood of an asset failing is the most common factor in changing the total risk an asset poses to the operation.While changing the consequence of a failure usually requires a process or permit change, likelihood is dynamic and will change more frequently based on operation and maintenance of the asset. Each LoF category is weighted in terms of its relevance and is shows as a percentage out of 100 in the table.LoF is calculated as a sum of the products as shown in equation below. Likelihood of Failure criteria is described in Table 4 Likelihood of Failure Levels of Service. Document No. 1 AMUC Condition Assessment Summary Jacobs Likelihood of Failure=(Physical Condition x 0.55)+(Performance x 0.20)+(Reliabilityx 0.20)+(Operation and Maintenance x 0.15) Table 4: Likelihood of Failure Levels of Service Likelihood I Wt. Negligible= 1 ! Unlikely=3 Possible= 5 Likely=7 Very Likely= Category 10 Physical 55% Very good. Good. Fair.Condition Poor. Very Poor. Condition Condition Condition Grade 3. Major Condition Grade 5. Grade 1. New Grade 2. wear Grade 4. Requires Or Nearly New. Minor wear. impacting Unable to complete Only Normal service level. meet expected rehabilitation Maintenance service life. or Required. Failure replacement. imminent. Failed. Performance 20% Sufficient Under-utilized Sufficient Able to meet Unable to capacity to or oversized, capacity, but assigned meet assigned meet assigned causing O&M does not meet performance performance performance issues functional targets but not targets and peak flow requirements, peak demands requirements. or over- utilized Reliability 15% No corrective <2 corrective 2-5 corrective 5-8 corrective >8 corrective work order work order work order work order work order events within events within events within events within events within 12 months 12 months 12 months 12 months 12 months O and M 10% Complete, up Complete, Partially Written, but No written Protocols to date, written, up to developed or out-of-date protocols documented, date, being significant and not used easily used but backlog accessible moderate being used. ; backlog Document No.1 161 1 AMUC Condition Assessment Summary Jacobs 2. Wastewater Treatment Plant 2.1 WWTP Condition and Risk Summary To facilitate the Risk scoring process the Wastewater Treatment Plant(WWTP)was broken down into unit process areas.Each asset within the process area received a Consequence and Likelihood score and a Total Risk Score. The Total Risk score for each asset was then averaged resulting in an average risk score ranking.This ranking of WWTP process areas is shown in Figure 1 WWTP Process Area Average Risk.The process area Risk scoring ranged from 11.4 to 6.8 with an average score of 8.7. Figure 1 WWTP Process Area Average Risk WWTP Process Area Average Risk 12 11.4 11.2 11 11 9.9 10 9.2 8 8 9 8.2 7 9 7.9 7.7 8 7.5 7.5 /.3 7 6.8 6 5 423 2 1 0 o` a a� ,r a` t �,s, eaa `s('' o� a�\o ��e� cet ���� sN cameo oya a�\o ��� `��o `�o O\e aU� ���ti \°� Oe \c` ee <\ \�Q \o a� �e a° os'` i e .ca \ea °� Cie ��O `a�� e \� O QQ o e� 5� c o• �e `L O ca h�QQ ��4Q °�\a �ec� c,aQQ ��QQo O�s�� <<\oa ,e ra Documcrt N, . AMUC Condition Assessment Summary ,acobs The overall condition of assets for the Wastewater Treatment Plant scored an average of 2 or Good Condition. 199 of the 209 WWTP assets that were assessed had a condition score of one or two. Seven of the WWTP assets scored a four or five*.This infers that the majority assets at the WWTP have been appropriately maintained and are in line with or outperforming their typical expected useful life estimations. Figure 2 WWTP Condition Summary shows the spread of WWTP asset condition scores. Figure 2 WWTP Condition Summary • WWTP Condition Summary Condition Category 4, Condition Category 5, 2 5 Condition Category 3, 3 Condition Category 2, 73 Condition Category 1, 126 ■ Condition Category 1 • Condition Category 2 • Condition Category 3 Condition Category 4 • Condition Category 5 Assets that received condition scores of 4 and 5 were reported to the maintenance department immediately following the field work.Since that time deficiencies have been corrected or are actively being planned for repair or replacement.These assets are listed in Table 5 with AMUC Comments. Further details may be found on the inspection form in Appendix A. Table 5 Asset Condition Score 4 and 5 Asset Process Area Location Asset AMUC Comments Condition Remaining Replacement Tag Type Score Useful Life Cost 31307 ODOR CONTROL Bio Reactor Motor Noted and planning 4 5 $25,743 for replacement 64101 SOLIDS Digested Sludge Piping Noted and planning 5 0 $64,356 STABILIZATION Pump Station for replacement (gaskets) Document No. 1 16I1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Asset AMUC Comments Condition Remaining Replacement Tag Type Score Useful Life "i Cost 11602 SUPPORT- MCC Building Lighting A/C CIRCUIT; 5 0 $3,861 ELECTRICAL Panel SIMILAR TO 1 LP-1 WHEN A/C IS RUNNING 7/9/2021 WO 78812 12302 SUSPENDED Package Plant 01 Control WORK ORDER 5 0 $15,446 GROWTH Panel 80710;WAITING TREATMENT FOR RESULTS 64102 SUSPENDED RAS WAS Pump Piping LEAK WAS ON 5 0 $500 GROWTH Station PIPING FIXED TREATMENT 9/1/21 W08O478 64101 SOLIDS Digested Sludge Piping Noted and planning 5 0 $64356 STABILIZATION Pump Station for replacement 26302 SUSPENDED Blower Station Blower Noted and planning 4 6.25 $96,535 GROWTH for replacement TREATMENT 2.2 Cost Schedule Using Risk and Condition Scores to prioritize repair and replacement(R&R)schedules allows for an even distribution and forecast of budgets.Asset failure in most cases is not directly tied to age,therefore,asset replacement is ideally based on condition and ability to meet intended levels of service.Appendix D: Repair and Replacement Estimated Cost Schedule lays out an initial schedule of events over a 20 year period for each Wastewater Treatment Plant asset by process area.This schedule is intended to be used for planning purposes and cost estimates therein are considered Class 4 and Class 5 and only considers equipment replacement purchase cost. Figure 3 WWTP Estimated Cost Schedule 20 Year Summary shows estimated R&R costs grouped into five year increments over a 20 year period. Document No. 1 AMUC Condition Assessment Summary Jacobs Figure 3 WWTP Estimated Cost Schedule 20 Year Summary WWTP R&R Spend (in $Millions) 16-20 Year 1.4 11-15 Year 1.7 6-10 Year 1.03 0-5 Year 0.206 0 0.5 1 1.5 2 Document No. 1 16I 1 AMUC Condition Assessment Summary Jacobs 2.3 WWTP Condition Assessment Summary The following sections show a table for each asset by process area summarizing condition score, risk score, remaining useful life and estimated replacement cost. Results are filtered by Condition Score then Final Risk Score, high score to low score.Appendix A:Wastewater Treatment Plant Condition Details has each individual assessment form completed during the assessment for detailed review. 2.3.1 Influent Asset Process Location Description Asset Type Condition ' Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score ' 10019 INFLUENT Package EQ PUMP 1 VFD Variable 2 11.2 11 $32,178 Plant 01 Frequency Drive 10020 INFLUENT Package EQ PUMP 2 VFD Variable 2 11.2 11 $32,178 Plant 01 Frequency Drive 3101 INFLUENT Headworks INFLUENT Sampling Device 2 11.2 9 $7,723 AUTOMATIC SAMPLER 78121 INFLUENT WWTP Plant INFLUENT VALVE Valve 2 11.2 15 $6,436 In-Ground TO PLANT 2 20 in Sewer Valves 78122 INFLUENT WWTP Plant ISOLATION VALVE Valve 2 11.2 15 $6,436 In-Ground TO RAS PUMP 1 Sewer OR 2 MIDDLE F Valves RAS PIT 2203 INFLUENT Package EQ BASIN LEVEL Instrumentation 1 6.8 15 $3,218 Plant 01 TRANSMITTER 78239 INFLUENT Package EQ BASIN Valve 1 6.8 20 $6,436 Plant 01 SUBMERSIBLE PUMP 1 DISCHARGE VALVE 6 21112 INFLUENT Package PACKAGE PLANT Centrifugal Pump 1 6.8 10 $64,356 Plant 01 EQ BASIN Submersible SUBMERSIBLE PUMP 2 Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement ' Tag Area Score Risk Useful Life Cost Score 21111 INFLUENT Package PACKAGE PLANT Centrifugal Pump 1 6.8 10 $64,356 Plant 01 EQ BASIN Submersible SUBMERSIBLE PUMP 1 71005 INFLUENT Package PACKAGE PLANT Wet Well 1 6.8 25 $51,485 Plant 01 1 EQ BASIN 78132 INFLUENT Package EQ BASIN Sluice-Slide Gate 1 6.8 20 $9,653 Plant 01 OVERFLOW Valve TELESCOPIC VALVE-EAST 78133 INFLUENT Package EQ BASIN Sluice-Slide Gate 1 6.8 20 $9,653 Plant 01 OVERFLOW Valve TELESCOPIC VALVE-WEST 78435 INFLUENT Package EQ BASIN Valve 1 6.8 20 $6,436 Plant 01 SUBMERSIBLE PUMP 1 CHECK VALVE 6 78707 INFLUENT Package AIR FLOW VALVE Valve 1 6.8 20 $6,436 Plant 01 TO EQ BASIN 12 78708 INFLUENT Package AIR FLOW VALVE Valve 1 6.8 20 $6,436 Plant 01 TOEQSCRUBBER 6 78243 INFLUENT Package EQ BASIN TO AB2 Valve 1 6.8 20 $6,436 Plant 01 EQ ISOLATION VALVE 8 78240 INFLUENT Package EQ BASIN Valve 1 6.8 20 $6,436 Plant 01 SUBMERSIBLE PUMP 2 DISCHARGE VALVE 8 78242 INFLUENT Package EQ BASIN TO AB1 Valve 1 6.8 20 $6,436 Plant 01 EQ ISOLATION VALVE 8 Document No.1 16I1 AMUC Condition Assessment Summary Jacobs Asset Process Location ' Description Asset Type Condition ; Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 78436 INFLUENT Package EQ BASIN Valve 1 6.8 20 $6,436 Plant 01 SUBMERSIBLE PUMP 2 CHECK VALVE 8 5102 INFLUENT Headworks INFLUENT Flow Meter 1 6.8 30 $25,743 FLOWMETER 2.3.2 Screening Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 12301 SCREENING Headworks SPIRAL SCREEN Control 2 11.2 11 $15,446 CONTROL PANEL Panel 56301 SCREENING Headworks INFLUENT SPIRAL Screen 1 6.8 15 $96,535 SCREEN 41003 SCREENING Headworks EURO DRIVE GEAR Gearbox 1 6.8 10 $19,307 BOX 31312 SCREENING Headworks SPIRAL SCREEN Motor 1 6.8 20 $25,743 MOTOR 2.3.3 Suspended Growth Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 12302 SUSPENDED Package PACKAGE PLANT Control Panel 5 26.6 0 $15,446 GROWTH Plant 01 1 CONTROL TREATMENT PANEL Document No. 1 AMUC Condition Assessment SummaryJacobs , 1 _ , Asset Process Area Location Description Asset Type 1 Condition , Final Remaining 1 Replacement Tag Score Risk Useful Life Cost Score 1 64102 SUSPENDED RasWas RASWAS PIPING Piping 5 26.6 0 $64,356 GROWTH Pump SYSTEM TREATMENT Station 26302 SUSPENDED Blower BLOWER 2 Blower 4 20 6 $96,535 GROWTH Station TREATMENT I 31501 SUSPENDED Blower BLOWER 1 Motor 3 15.6 10 $25,743 GROWTH Station MOTOR TREATMENT 71004 SUSPENDED Package Package Plant Tank 3 15.6 15 $193,069 GROWTH Plant 02 Tank Structure TREATMENT 02 I 26303 SUSPENDED Blower BLOWER 3 Blower 2 11.2 19 $96,535 GROWTH Station TREATMENT 31502 SUSPENDED Blower BLOWER 2 Motor 2 11.2 15 $25,743 GROWTH Station MOTOR TREATMENT 26301 SUSPENDED Blower BLOWER 1 Blower 2 11.2 19 I $96,535 GROWTH Station TREATMENT 31503 SUSPENDED Blower BLOWER 3 Motor 2 11.2 15 $25,743 GROWTH Station MOTOR TREATMENT 12209 SUSPENDED Headworks PACKAGE PLANT I Control Panel 2 11.2 11 $15,446 GROWTH DRAIN PUMP TREATMENT ' STATION CONTROL PANEL 64121 SUSPENDED Package PACKAGE PLANT Piping 2 11.2 15 $64,356 GROWTH Plant 02 2 PIPING TREATMENT SYSTEM Document No.1 6 I 1 AMUC Condition Assessment Summary Saco s 1 ! Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 78139 SUSPENDED Package AB 2 Sluice-Slide 2 11.2 15 $9,653 GROWTH Plant 02 TELESCOPIC Gate Valve TREATMENT VALVE 2 20001 SUSPENDED RasWas RAS PUMP 1 Centrifugal 2 11.2 8 $25,743 GROWTH Pump Pump TREATMENT Station Horizontal 31301 SUSPENDED RasWas RAS MOTOR 1 Motor 2 11.2 15 $25,743 GROWTH Pump TREATMENT Station 78138 SUSPENDED Package AB 2 Sluice-Slide 2 11.2 15 $9,653 GROWTH Plant 02 TELESCOPIC Gate Valve TREATMENT VALVE 1 20012 SUSPENDED RasWas WAS PUMP 2 Centrifugal 2 11.2 8 $25,743 GROWTH Pump Pump TREATMENT Station Horizontal 20011 SUSPENDED RasWas WAS PUMP 1 Centrifugal 2 11.2 8 $25,743 GROWTH Pump Pump TREATMENT Station Horizontal 78904 SUSPENDED Blower 1 BLOWER 2 PRV Pressure Relief 2 11.2 11 $6,436 GROWTH ' Station Valve TREATMENT 78903 SUSPENDED Blower BLOWER 1 PRV Pressure Relief 2 11.2 11 $6,436 GROWTH Station Valve TREATMENT 78905 SUSPENDED Blower BLOWER 3 PRV Pressure Relief 2 11.2 11 $6,436 GROWTH Station Valve TREATMENT 78124 SUSPENDED WWTP Plant DIG 2 DS Valve 2 11.2 15 $6,436 GROWTH In-Ground ISOLATION TREATMENT Sewer VALVE TO RAS Valves PIT DSV405 8 Document No. 1 AMUC Condition Assessment Summary Jacobs. , i i , Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag i Score Risk ; Useful Life Cost 1 Score ' 78129 SUSPENDED WWTP Plant RAS ISOLATION Valve 2 11.2 15 $6,436 GROWTH In-Ground VALVE TO TREATMENT Sewer PLANT 2 81N Valves V405 78130 SUSPENDED WWTP Plant ML ISOLATION Valve 2 11.2 15 $6,436 GROWTH In-Ground VALVE TO TREATMENT Sewer PLANT 2 16 IN Valves i i 78131 SUSPENDED WWTP Plant EQ ISOLATION Valve 2 11.2 15 $6,436 GROWTH In-Ground VALVE TO TREATMENT Sewer PLANT 2 14 IN Valves 78246 I SUSPENDED Package RAS RETURN Valve 2 11.2 15 $6,436 GROWTH Plant 01 ISOLATION TREATMENT VALVE 8 BACK SIDE OF PLANT i 78136 SUSPENDED Package AB 1 Sluice-Slide 2 11.2 15 $9,653 GROWTH Plant 01 TELESCOPIC Gate Valve TREATMENT VALVE 1 78260 SUSPENDED RasWas RAS Valve 2 11.2 15 $6,436 GROWTH Pump FLOWMETER TREATMENT 1 Station ISOLATION VALVE 6 63102 SUSPENDED Package PACKAGE PLANT Piping 2 11.2 15 $64,356 GROWTH Plant 01 1 PIPING TREATMENT SYSTEM 64119 SUSPENDED Blower BLOWER Piping 2 11.2 15 $64,356 GROWTH Station STATION PIPING TREATMENT SYSTEM 78723 SUSPENDED Blower BLOWER Valve 2 11.2 15 $6,436 GROWTH Station ISOLATION TREATMENT VALVE 1 TO 3 Document No.1 16 I 1 AMUC Condition Assessment Summary Jacobs i T T— Asset Process Area Location Description Asset Type 1 Condition Final Remaining Replacement Tag Score Risk Useful Life Cost ' Score 78719 SUSPENDED Blower BLOWER 1 Valve 2 11.2 15 $6,436 GROWTH Station DISCHARGE TREATMENT VALVE 10 I i 78720 SUSPENDED Blower BLOWER 2 Valve 2 11.2 15 $6,436 GROWTH Station DISCHARGE TREATMENT VALVE 10 78721 SUSPENDED Blower BLOWER 3 Valve 2 11.2 15 $6,436 GROWTH Station DISCHARGE TREATMENT VALVE 10 69121 SUSPENDED Headworks PACKAGE PLANT Wet Well 2 11.2 19 $51,485 GROWTH DRAIN PUMP TREATMENT WET WELL 1 64120 SUSPENDED Package PACKAGE PLANT Piping 2 11.2 15 $64,356 GROWTH Plant 01 1 AIR PIPING TREATMENT SYSTEM 78137 SUSPENDED Package AB 1 , Sluice-Slide 2 11.2 15 $9,653 GROWTH Plant 01 TELESCOPIC Gate Valve TREATMENT VALVE 2 72102 SUSPENDED Package PACKAGE PLANT Basin 2 11.2 38 $77,228 GROWTH Plant 01 1 AB 2 TREATMENT 78722 SUSPENDED Blower BLOWER Valve 1 11.2 20 $6,436 GROWTH Station DISCHARGE 3 TO TREATMENT PLANT I 78258 SUSPENDED RasWas RAS PUMP 1 -2 Valve 1 11.2 20 $6,436 GROWTH Pump ISOLATION TREATMENT Station VALVE 8 78255 SUSPENDED RasWas WAS PUMP 2 Valve 1 11.2 20 $6,436 GROWTH Pump DISCHARGE TREATMENT Station VALVE 4 78256 SUSPENDED RasWas RAS PUMP 1 Valve 1 11.2 20 $6,436 GROWTH Pump DISCHARGE TREATMENT Station VALVE 6 Document No. 1 AMUC Condition Assessment Summary Jacobs. j Asset Process Area Location Description Asset Type Condition Final , Remaining Replacement Tag Score Risk Useful Life Cost Score 78257 SUSPENDED RasWas RAS PUMP 2 Valve 1 11.2 20 $6,436 GROWTH Pump ; DISCHARGE TREATMENT Station VALVE 6 12303 SUSPENDED Package PACKAGE PLANT Control Panel 1 6.8 15 $15,446 GROWTH Plant 02 2 CONTROL TREATMENT PANEL 72101 SUSPENDED Package PACKAGE PLANT Basin 1 6.8 50 1 $77,228 GROWTH Plant 01 1 AB 1 I TREATMENT 78254 SUSPENDED RasWas WAS PUMP 1 Valve 1 6.8 20 $6,436 GROWTH Pump DISCHARGE TREATMENT Station ' VALVE 4 78259 SUSPENDED RasWas WAS Valve 1 6.8 20 $6,436 GROWTH Pump FLOWMETER TREATMENT Station ISOLATION VALVE 4 10003 SUSPENDED MCC BLOWER 1 VFD Variable 1 6.8 15 $32,178 GROWTH Building Frequency TREATMENT Drive 5103 SUSPENDED RasWas RAS Flow Meter 1 6.8 30 $25,743 GROWTH Pump FLOWMETER TREATMENT Station 10301 SUSPENDED MCC BLOWER 2 SOFT Variable 1 6.8 15 $32,178 GROWTH Building START Frequency TREATMENT Drive 10302 SUSPENDED MCC BLOWER 3 SOFT Variable 1 6.8 15 $32,178 GROWTH Building START Frequency TREATMENT Drive 78250 SUSPENDED RasWas WAS PUMP 2 Valve 1 6.8 20 $6,436 GROWTH Pump SUCTION VALVE TREATMENT Station 8 Document No. 1 161 1 ., AMUC Condition Assessment Summary 11 Jacobs ___ __-, -- -- 1 1 1 , Asset Process Area ' Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost 1 Score 78249 SUSPENDED RasWas WAS PUMP 1 Valve 1 6.8 20 $6,436 GROWTH Pump SUCTION VALVE TREATMENT Station 8 78251 SUSPENDED RasWas RAS PUMP 1 Valve 1 6.8 20 $6,436 GROWTH Pump SUCTION VALVE TREATMENT Station 8 78247 SUSPENDED Package WAS ISOLATION Valve 1 6.8 20 $6,436 GROWTH Plant 01 VALVE- TREATMENT DIGESTOR 1 4 BACK SIDE OF PLANT 78717 SUSPENDED Package AB 2 DIFFUSER Valve 1 6.8 20 $6,436 GROWTH Plant 01 DROP 2 TREATMENT ISOLATION VALVE 6 78248 SUSPENDED Package WAS ISOLATION Valve 1 6.8 20 $6,436 GROWTH Plant 01 VALVE- TREATMENT DIGESTOR 2 4 BACK SIDE OF PLANT 78711 SUSPENDED Package MAIN AIR FLOW Valve 1 6.8 20 $6,436 GROWTH Plant 01 ISOLATION TREATMENT VALVE AT INLET HEADERS 12 78715 SUSPENDED Package AB 2 DIFFUSER Valve 1 6.8 20 $6,436 GROWTH Plant 01 DROP 1 TREATMENT ISOLATION VALVE 6 78718 SUSPENDED Package AB 2 DIFFUSER Valve 1 6.8 20 $6,436 GROWTH Plant 01 DROP 3 TREATMENT ISOLATION VALVE 6 5104 SUSPENDED RasWas WAS Flow Meter 1 6.8 30 $25,743 GROWTH Pump 1 FLOWMETER TREATMENT Station Document No. 1 AMUC Condition Assessment Summary 3acobs 1 _ - - i Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost 1 Score 78253 SUSPENDED RasWas RAS PUMP 2 Valve 1 6.8 20 $6,436 GROWTH Pump SUCTION VALVE TREATMENT Station 8 78439 SUSPENDED RasWas RAS PUMP 1 Valve 1 6.8 20 $6,436 GROWTH Pump CHECK VALVE 6 TREATMENT Station 78440 SUSPENDED RasWas RAS PUMP 2 Valve 1 6.8 20 $6,436 GROWTH Pump CHECK VALVE 6 TREATMENT Station 31314 SUSPENDED 1 RasWas WAS MOTOR 2 Motor 1 6.8 20 $25,743 GROWTH Pump TREATMENT Station 31313 SUSPENDED RasWas WAS MOTOR 1 Motor 1 6.8 20 $25,743 GROWTH Pump TREATMENT Station 21121 SUSPENDED Headworks PACKAGE PLANT Centrifugal 1 6.8 10 $64,356 GROWTH DRAIN PUMP Pump TREATMENT Submersible 78438 SUSPENDED RasWas WAS PUMP 2 Valve 1 6.8 20 $6,436 GROWTH Pump CHECK VALVE 4 TREATMENT Station 78437 SUSPENDED RasWas WAS PUMP 1 Valve 1 6.8 20 $6,436 GROWTH Pump CHECK VALVE 4 TREATMENT Station 78714 SUSPENDED Package AB 1 DIFFUSER Valve 1 6.8 20 $6,436 GROWTH Plant 01 DROP 3 TREATMENT ISOLATION VALVE 6 78712 SUSPENDED Package AB 1 DIFFUSER Valve 1 6.8 20 $6,436 GROWTH Plant 01 DROP 1 TREATMENT ISOLATION VALVE 6 Document No.1 16 1 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining 1 Replacement Tag Score Risk Useful Life Cost Score 78713 SUSPENDED Package AB 1 DIFFUSER Valve 1 6.8 20 $6,436 GROWTH Plant 01 DROP 2 TREATMENT ISOLATION VALVE 6 71003 SUSPENDED Package Package Plant Tank 1 6.8 30 $193,069 GROWTH Plant 01 Tank Structure TREATMENT 01 20002 SUSPENDED RasWas RAS PUMP 2 Dry Pit 1 6.8 10 $39,901 GROWTH Pump Submersible TREATMENT Station 78238 SUSPENDED Package PLANT 1 SOUTH Valve 1 6.8 20 $6,436 GROWTH Plant 01 RAS VALVE 10 TREATMENT 78237 SUSPENDED Package PLANT 1 NORTH Valve 1 6.8 20 $6,436 GROWTH Plant 01 RAS VALVE 10 TREATMENT 2.3.4 Solids Stabilization Asset Process Area Location 1 Description Asset Type Condition Final Remaining Replacement Tag ' Score Risk Useful Life Cost 1 Score 64101 SOLIDS i Digested DIGESTED Piping 5 26.6 0 $64,356 STABILIZATION Sludge SLUDGE Pump TRANSFER PUMP Station PIPING SYSTEM 78123 SOLIDS WWTP RAS ISOLATION Valve 2 11.2 15 $6,436 STABILIZATION Plant In- VALVE TO PLANT Ground 1 *8 IN V405 Sewer Valves Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk I Useful Life Cost Score 78125 SOLIDS WWTP DIG 2 DS Valve 2 11.2 15 $6,436 STABILIZATION Plant In- ISOLATION Ground VALVE TO RAS Sewer PIT DSV405 8 Valves 74102 SOLIDS Package PACKAGE PLANT Basin 1 6.8 50 $77,228 STABILIZATION Plant 01 1 DIGESTOR 2 74101 SOLIDS Package PACKAGE PLANT Basin 1 6.8 50 $77,228 STABILIZATION Plant 01 1 DIGESTOR 1 78244 SOLIDS Package DIGESTOR 2 AIR Valve 1 6.8 20 $6,436 STABILIZATION Plant 01 LIFT VALVE 4 78245 SOLIDS Package DIGESTOR 1 AIR Valve 1 6.8 20 $6,436 STABILIZATION Plant 01 LIFT VALVE 4 78709 SOLIDS Package AIR FLOW VALVE Valve 1 6.8 20 $6,436 STABILIZATION Plant 01 TO DIGESTOR 2 6 78710 SOLIDS Package AIR FLOW VALVE Valve 1 6.8 20 $6,436 STABILIZATION Plant 01 TO DIGESTOR 1 6 78134 SOLIDS Package DIGESTER 1 Sluice-Slide 1 6.8 20 $9,653 STABILIZATION Plant 01 TELESCOPIC Gate Valve VALVE 78135 SOLIDS Package DIGESTER 2 Sluice-Slide 1 6.8 20 $9,653 STABILIZATION Plant 01 TELESCOPIC Gate Valve VALVE 78261 SOLIDS Digested DIGESTED Valve 1 6.8 20 $6,436 STABILIZATION Sludge SLUDGE LOAD- Pump OUT VALVE Station 1 2.3.5 Final Clarification Document No.1 16I1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 78263 FINAL Package PLANT 2 SCUM Valve 2 11.2 15 $6,436 CLARIFICATION Plant 02 HEADER VALVE 4 40102 FINAL Package CLARIFIER DRIVE Gearbox 1 6.8 10 $19,307 CLARIFICATION Plant 02 2 71006 FINAL Package PACKAGE PLANT Basin 1 6.8 50 $77,228 CLARIFICATION Plant 01 1 CLARIFIER 1 40101 FINAL Package CLARIFIER DRIVE Gearbox 1 6.8 10 $19,307 CLARIFICATION Plant 01 1 30010 FINAL Package CLARIFIER DRIVE Motor 1 6.8 15 $12,871 CLARIFICATION Plant 01 1 MOTOR 30011 FINAL Package 1 CLARIFIER DRIVE Motor 1 6.8 15 $12,871 CLARIFICATION Plant 02 2 MOTOR 2.3.6 Tertiary Treatment Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 12501 TERTIARY Sand Filter TRAVELING Control Panel 2 11.2 11 $15,446 TREATMENT 1 BRIDGE FILTER 1 CONTROL PANEL 12502 TERTIARY Sand Filter TRAVELING Control Panel 2 11.2 11 $15,446 TREATMENT 2 BRIDGE FILTER 2 CONTROL PANEL 41001 TERTIARY Sand Filter FILTER 1 BRIDGE Gearbox 1 6.8 10 $19,307 TREATMENT 1 DRIVE Document No. 1 AMUC Condition Assessment Summary Jacobs , , i 1 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost i Score -I 41002 TERTIARY Sand Filter FILTER 2 BRIDGE Gearbox 1 6.8 10 $19,307 TREATMENT 2 DRIVE 21113 TERTIARY Sand Filter FILTER 1 WASH Centrifugal Pump 1 6.8 10 $64,356 TREATMENT 1 WATER PUMP Submersible 21114 TERTIARY Sand Fitter FILTER 1 Centrifugal Pump 1 6.8 10 $64,356 TREATMENT 1 BACKWASH Submersible PUMP 21115 TERTIARY Sand Filter FILTER 1 Centrifugal Pump 1 6.8 10 $64,356 TREATMENT 1 SKIMMER PUMP Submersible 21117 TERTIARY Sand Fitter FILTER 2 Centrifugal Pump 1 6.8 10 $64,356 TREATMENT 2 BACKWASH Submersible PUMP 21118 TERTIARY Sand Filter FILTER 2 Centrifugal Pump 1 6.8 10 $64,356 TREATMENT 2 SKIMMER PUMP Submersible 21116 TERTIARY Sand Filter FILTER 2 Centrifugal Pump 1 6.8 10 $64,356 TREATMENT 2 WASHWATER Submersible PUMP i 3503 TERTIARY Bridge FILTER Instrumentation 1 6.8 10 $5,149 TREATMENT Filters TURBIDIMETER 30009 TERTIARY Sand Filter FILTER 2 BRIDGE Motor 1 6.8 15 $12,871 TREATMENT 2 DRIVE MOTOR 30008 TERTIARY Sand Filter FILTER 1 BRIDGE Motor 1 6.8 15 $12,871 TREATMENT 1 DRIVE MOTOR 70101 TERTIARY Sand Filter TRAVELING Filter 1 6.8 20 $96,535 TREATMENT 1 BRIDGE FILTER 1 70102 TERTIARY Sand Filter TRAVELING Filter 1 6.8 20 $96,535 TREATMENT 2 BRIDGE FILTER 2 Document No.1 161 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location I Description Asset Type Condition Final Remaining Replacement Tag i Score Risk Useful Life Cost Score 21169 TERTIARY Bridge TURBIDITY Centrifugal.Pump 1 6.8 10 $25,743 TREATMENT Fitters METER SUPPLY Horizontal PUMP 29005 TERTIARY Package MAGNESIUM Metering Pump 1 6.8 10 $2,317 TREATMENT Plant 01 HYDROXIDE FEED PUMP 2.3.7 Disinfection Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 78804 DISINFECTION Chlorine CHLORINE Sluice-Slide Gate 1 6.8 20 $9,653 Contact CONTACT BASIN Valve Chambers 2 INLET GATE 78803 ! DISINFECTION Chlorine CHLORINE Sluice-Slide Gate 1 6.8 20 $9,653 Contact CONTACT BASIN Valve Chambers 1 INLET GATE 72901 DISINFECTION Chlorine CHLORINE Basin 1 6.8 50 $77,228 Contact CONTACT BASIN Chambers 1 2504 DISINFECTION Chlorine CHLORINE Instrumentation 1 6.8 10 $7,079 Contact ANALYZER CL17 Chambers 72902 DISINFECTION Chlorine CHLORINE Basin 1 6.8 50 $77,228 Contact CONTACT BASIN Chambers 2 2204 DISINFECTION Chlorine CHLORINE Instrumentation 1 6.8 10 $7,079 Contact CONTACT BASIN Chambers LEVEL TRANSMITTER Document No. 1 AMUC Condition Assessment Summary Jacobs 2.3.8 Recycled Effluent Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag I Score Risk Useful Life Cost 4 i Score 69118 RECYCLED Recycle RECYCLE PUMP Wet Well 2 11.2 19 $51,485 EFFLUENT Pump STATION WET Station WELL 64118 RECYCLED Recycle RECYCLE PUMP Piping 2 11.2 15 $64,356 EFFLUENT Pump STATION PIPING Station SYSTEM ! 78236 RECYCLED Recycle RECYCLE PUMP 2 Valve 2 11.2 15 $6,436 EFFLUENT Pump DISCHARGE Station VALVE 10 12208 RECYCLED Recycle RECYCLE PUMP Control Panel 2 11.2 11 $15,446 EFFLUENT Pump STATION Station CONTROL PANEL 78235 RECYCLED Recycle RECYCLE PUMP 1 Valve 1 6.8 20 $6,436 EFFLUENT Pump DISCHARGE Station VALVE 10 78432 RECYCLED Recycle RECYCLE PUMP 1 Valve 1 6.8 20 $6,436 EFFLUENT Pump CHECK VALVE 10 Station 78434 RECYCLED Recycle RECYCLE PUMP 2 Valve 1 6.8 20 $6,436 EFFLUENT Pump CHECK VALVE 10 Station 21119 RECYCLED Recycle RECYCLE PUMP 1 Centrifugal 1 6.8 10 $64,356 EFFLUENT Pump Pump Station Submersible 21120 RECYCLED Recycle RECYCLE PUMP 2 Centrifugal 1 6.8 10 $64,356 EFFLUENT Pump Pump Station Submersible Document No. 1 16 1 1 AMUC Condition Assessment Summary Jacobs 2.3.9 Effluent Disposal 1 Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 21507 EFFLUENT Chlorine EFFLUENT Vertical Turbine 2 11.2 15 $64,356 DISPOSAL Contact TRANSFER Pump Chambers PUMP 1 21508 EFFLUENT Chlorine EFFLUENT Vertical Turbine 2 11.2 15 $64,356 DISPOSAL Contact TRANSFER Pump Chambers PUMP 2 33508 EFFLUENT Chlorine EFFLUENT Motor 1 6.8 20 $25,743 DISPOSAL Contact TRANSFER Chambers PUMP MOTOR 2 78771 EFFLUENT Chlorine EFFLUENT Valve 1 6.8 20 $6,436 DISPOSAL Contact TRANSFER Chambers PUMP 1 DISCHARGE VALVE 10 78773 EFFLUENT Chlorine EFFLUENT Valve 1 6.8 20 $6,436 DISPOSAL Contact TRANSFER Chambers PUMP 2 DISCHARGE VALVE 10 78430 EFFLUENT Chlorine EFFLUENT Valve 1 6.8 20 $6,436 DISPOSAL Contact TRANSFER Chambers PUMP 1 CHECK VALVE 10 78431 EFFLUENT Chlorine EFFLUENT Valve 1 6.8 20 $6,436 DISPOSAL Contact TRANSFER Chambers PUMP 2 CHECK VALVE 10 64103 EFFLUENT Chlorine EFFLUENT Piping 1 6.8 20 $64,356 DISPOSAL Contact TRANSFER Chambers PUMP PIPING SYSTEM Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 3102 EFFLUENT Chlorine EFFLUENT Sampling Device 1 6.8 12 $7,723 DISPOSAL Contact AUTOMATIC Chambers SAMPLER 2501 EFFLUENT Chlorine EFFLUENT TRC Instrumentation 1 6.8 15 $3,218 DISPOSAL Contact METER Chambers 3801 EFFLUENT Chlorine EFFLUENT pH Instrumentation 1 6.8 10 $3,861 DISPOSAL Contact METER I Chambers 5105 EFFLUENT Bridge FILTER Flow Meter 1 6.8 30 $25,743 DISPOSAL Filters EFFLUENT FLOWMETER 33507 EFFLUENT Chlorine EFFLUENT Motor 1 6.8 20 $25,743 DISPOSAL Contact TRANSFER Chambers PUMP MOTOR 1 2.3.10 Odor Control Asset Process Location Description Asset Type Condition I Final Remaining ! Replacement Tag Area Score Risk Useful Life j Cost I Score 31307 ODOR Bio Reactor BID REACTOR Motor 4 21.9 5 $25,743 CONTROL BLOWER MOTOR 25503 ODOR Bio Reactor BIO REACTOR Blower 3 16.6 13 $96,535 CONTROL BLOWER 83203 ODOR Bio Reactor BIO REACTOR Screen 1 6.2 15 $64,356 CONTROL SCRUBBER 83101 ; ODOR Bio Reactor BIO REACTOR Metering 1 6.2 10 $2,317 CONTROL WATER CABINET Pump METERING PUMP Document No. 1 16 1 1 AMUC Condition Assessment Summary Jacobs ,_. ,_,_ , , 12703 ODOR Bio Reactor BIO REACTOR Control Panel 1 6.2 15 $15,446 CONTROL ' CONTROL PANEL 2.3.11 Support Electrical Asset Process Area ' Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life ' Cost Score 11602 SUPPORT- MCC WWTP LIGHTING Lighting 5 26.6 0 $3,861 ELECTRICAL Building PANEL 1 LP-2 Panel 1 77001 SUPPORT- AM-Waste MCC Building Building 2 11.4 15 $45,050 ELECTRICAL Water Treatment Plant 17001 SUPPORT- MCC UTILITY MAIN Breaker 2 11.2 23 $90,099 ELECTRICAL Building BREAKER Panel 11604 SUPPORT- "' MCC WWTP LIGHTING Lighting 2 11.2 23 $3,861 ELECTRICAL Building PANEL 1 PP-2 Panel 17002 SUPPORT- MCC MAIN BREAKER Breaker 2 11.2 23 $90,099 ELECTRICAL Building 1MCC-1 Panel 17003 SUPPORT- MCC MAIN BREAKER Breaker 2 11.2 23 $90,099 ELECTRICAL Building 1MCC-2 Panel 17004 SUPPORT- " MCC MAIN GENERATOR Breaker 2 11.2 23 $90,099 ELECTRICAL Building TIE BREAKER Panel 11002 SUPPORT- MCC WASTEWATER Motor 1 11.2 30 $90,099 ELECTRICAL Building MCC 2 Control Center I I 11603 SUPPORT- MCC WWTP LIGHTING Lighting 1 6.8 30 $3,861 ELECTRICAL Building PANEL 1 PP-1 Panel Document No. 1 AMUC Condition Assessment Summary Jacobs 1 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 69319 SUPPORT- AM-Waste WWTP Vault 1 6.18 25 $10,297 ELECTRICAL Water ELECTRICAL Treatment VAULT Plant 11601 SUPPORT- MCC WWTP LIGHTING Lighting 1 6.8 30 $3,861 ELECTRICAL Building PANEL 1 LP-1 Panel 11001 SUPPORT- MCC WASTEWATER Motor 1 6.8 30 $90,099 ELECTRICAL Building MCC 1 Control Center i L . 2.3.12 Support Generator Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 17005 SUPPORT- MCC GENERATOR Breaker Panel 2 11.2 23 $90,099 GENERATOR Building MAIN BREAKER 14202 SUPPORT- MCC GENERATOR Control Panel 1 6.8 15 $15,446 GENERATOR Building CONTROL PANEL 14101T SUPPORT- WWTP WWTP Generator Tank 1 6.8 20 $9,653 GENERATOR Generator , Fuel Tank Area 14101G SUPPORT- WWTP WWTP Generator- 1 6.8 20 $257,426 GENERATOR Generator Emergency Emergency Area Generator 17201 SUPPORT- MCC EMERGENCY Automatic 1 6.8 20 $45,050 GENERATOR Building GENERATOR ATS Transfer Switch Document No.1 16l1 AMUC Condition Assessment Summary Jacobs 2.3.13 Support SCADA Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 9005 SUPPORT- MCC WASTEWATER Control Panel 2 11.2 11 $15,446 SCADA Building SCADA PANEL Document No.1 AMUC Condition Assessment Summary Jacobs 3. Lift Stations 3.1 Condition and Risk Summary To facilitate the Risk scoring process the Lift Station were scored by location.Each asset within the Lift Station location received a Consequence and Likelihood score and a Total Risk Score.The Total Risk score for each asset was then averaged resulting in an average Lift Station risk score ranking.This ranking of WWTP process areas is shown in Figure 4 Lift Station Process Area Average Risk.The process area Risk scoring ranged from 10.8 to 6.0 with an average score of 8.3. Figure 4 Lift Station Process Area Average Risk Lift Station Average Risk 12 10.8 10.6 10 9.9 9.5 9.5 9.5 10 8.3 8 7.9 7.9 7.9 7.9 7.9 7.7 7.7 7.7 7 8 IIIII1Iiiiiiiiiiiiiii 8642 2 0 ti A ti h O O �L titi r� P� O ti� yh 0 \moN(0 5 �1 �Q JL OF J ( 05 J4\ P <(c75' V ,%4 'c)) • •ck \-- � C � � � tP � � �� � oQ O� � O ;%. „c, k(. � o (o�O� ,\� Q� � \A` p4 �p QP QP P� The overall condition of assets for the Lift Stations scored an average of 1 or Excellent Condition. 240 of the 252 lift station assets that were assessed had a condition score of one or two.Twelve of the Lift Station assets scored a three or five.This infers that the majority assets at the WWTP have been appropriately maintained and are in Line with or outperforming their typical expected useful Life estimations. Figure 5 Lift Station Condition Summary shows the spread of WWTP asset condition scores Document No.1 1611 AMUC Condition Assessment Summary Jacobs Figure 5 Lift Station Condition Summary Lift Stations Condition Summary Condition Category 5, Condition Category 3, 2 10 Condition Category 2, 49 - Condition Category 1, 191 • Condition Category 1 • Condition Category 2 • Condition Category 3 Condition Category 5 Assets that received condition scores of 5 were reported to the maintenance department immediately following the field work.Since that time deficiencies have been corrected or are actively being planned for repair or replacement.These assets are listed in Table 6 with Jacobs and AMUC Comments. Further details may be found on the inspection form in Appendix B. Table 6 Asset Condition Score 5 Asset Process Location Asset Type AMUC Comments Condition ! Remaining ! Replacement Tag Area Score j Useful Life Cost 21137 LIFT U-1-1 LS Centrifugal Pump Pump in stock and 5 0 $96,535 STATIONS Submersible 2 scheduled for install 11/17/2021 W078813 21149 LIFT DEL WEBB Centrifugal Pump (Jacobs)Power 5 0 $64,356 STATIONS 2-7 LS Submersible 2 fluctuations-254,248, 249 volts between phases 124,218,125 volts to ground. 8.2,8.4,7.6 (AMUC)Replacement budgeted for 2022 3.2 Cost Schedule Using Risk and Condition Scores to prioritize repair and replacement(R&R)schedules allows for an even distribution and forecast of budgets.Asset failure in most cases is not directly tied to age,therefore,asset replacement is ideally based on condition and ability to meet intended levels of service.Appendix E: Lift Station Document No. 1 AMUC Condition Assessment Summary Jacobs Repair and Replacement Estimated Cost Schedule lays out an initial schedule of events over a 20 year period for each Lift Station asset by location.This schedule is intended to be used for planning purposes and cost estimates therein are considered Class 4 and Class 5 and only considers equipment replacement purchase cost. Figure 6: Lift Station Cost Schedule 20 Year Summary shows estimated R&R costs grouped into five year increments over a 20 year period. Figure 6 Lift Station Estimated Cost Schedule 20 Year Summary Lift Station R&R Spend (in $millions) 16-20 Year 1.4 11-15 Year 1.8 6-10 Year 2.45 0-5 Year 0.225 0 0.5 1 1.5 2 2.5 3 Document No. 1 16I1 AMUC Condition Assessment Summary Jacobs 3.3 Condition Assessment Summary The following sections summarize each asset by Lift Station including condition score, risk score, remaining useful life and estimated replacement cost. Results are filtered by Condition Score then Final Risk Score, high score to low score.Appendix B: Lift Station Condition Details has each individual assessment form completed during the assessment for detailed review. 3.3.1 U-1-1 Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score I Risk Useful Life Cost Score 21137 LIFT U-1-1 LS U-1 -PUMP 2 Centrifugal 5 29.7 0 $96,535 STATIONS Pump Submersible 69108 LIFT U-1-1 LS U-1-1 WET WELL Wet Well 2 11.4 19 $51,485 STATIONS 25506 LIFT U-1-1 LS U-1 ODOR Blower 2 11.4 19 $96,535 STATIONS CONTROL BLOWER 12215 LIFT U-1-1 LS U-1 CONTROL Control Panel 2 11.4 19 $96,535 STATIONS PANEL 69307 LIFT U-1-1 LS U-1-1 Valve Vault Vault 2 11.4 19 $10,297 STATIONS 83006 LIFT 1 U-1-1 LS U-1 ODOR Tank 2 11.4 15 $11,584 STATIONS CONTROL SYSTEM 78424 LIFT U-1-1 LS U-1-1 Pump 2 Valve 2 11.4 15 $6,436 STATIONS Check Valve 78231 LIFT U-1-1 LS U-1-1 Pump 1 Valve 2 11.4 15 $6,436 STATIONS Discharge Valve 78423 LIFT U-1-1 LS U-1-1 Pump 1 Valve 2 11.4 15 $6,436 STATIONS Check Valve 78232 LIFT U-1-1 LS U-1-1 Pump 2 Valve 1 6.2 20 ; $6,436 STATIONS Discharge Valve Document No. 1 Condition Assessment SummaryJacobs. AMUC Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score BACKFLOW- LIFT U-1-1 LS U-1-1 LS Backflow 1 6.2 20 $5,921 300 STATIONS , Preventer 21136 LIFT U-1-1 LS U-1 -PUMP 1 Centrifugal 1 6.2 25 $96,535 STATIONS Pump Submersible 31003 LIFT U-1-1 LS U-1 ODOR Motor 1 6.2 25 $96,535 STATIONS CONTROL BLOWER MOTOR 69001 LIFT U-1-1 LS U-1-1 LS Grounds,Site 1 6.2 30 $96,535 STATIONS 3.3.2 TC Master-3 Asset Tag Process Location Description Asset Type Condition Final Remaining 1 Replacement Area Score Risk Useful Life j Cost Score 69107 LIFT TC TC MASTER-3 WET Wet Well 3 16.6 13 ! $51,485 STATIONS MASTER-3 WELL LS 21105 LIFT TC TC MASTER- Centrifugal 3 16.6 5 $64,356 STATIONS MASTER-3 PUMP 1 Pump LS Submersible 69306 LIFT TC TC MASTER-3 Vault 2 11.4 19 $10,297 STATIONS MASTER-3 Valve Vault LS 12203 LIFT TC ; TC MASTER Control Panel 2 11.4 11 $32,178 STATIONS MASTER-3 CONTROL PANEL LS 14104 LIFT TC TC MASTER Generator- 2 11.4 15 $257,426 STATIONS MASTER-3 EMERGENCY Emergency LS GENERATOR Document No. 1 16 1 1 AMUC Condition Assessment Summary 7Jacobs _ _ Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 78229 LIFT TC TC MASTER-3 Valve 2 11.4 15 $6,436 STATIONS MASTER-3 Pump 1 Discharge LS Valve 78230 LIFT TC PTC MASTER-3 Valve 2 11.4 15 $6,436 STATIONS MASTER-3 Pump 2 Discharge LS Valve 78422 LIFT TC TC MASTER-3 Valve 2 11.4 15 $6,436 STATIONS MASTER-3 ; Pump 2 Check LS Valve 78421 LIFT TC TC MASTER-3 Valve 1 11.4 20 $6,436 STATIONS MASTER-3 Pump 1 Check LS Valve BACKFLOW- LIFT TC TC MASTER-3 LS Backflow 1 6.2 20 $5,921 298 STATIONS MASTER-3 j Preventer LS 21106 LIFT TC TC MASTER- Centrifugal 1 6.2 10 $64,356 STATIONS MASTER-3 PUMP 2 Pump LS Submersible 17203 LIFT TC TC MASTER ATS Automatic 1 6.2 20 $45,050 STATIONS MASTER-3 Transfer LS Switch 69003 LIFT TC TC MASTER-3 LS Grounds,Site 1 6.2 30 $96,535 STATIONS MASTER-3 j LS Document No. 1 AMUC Condition Assessment Summary Jacobs 3.3.3 North Sports Park- 11 Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score I L� 69104 LIFT NORTH NORTH , Wet Well 3 16.6 13 $51,485 STATIONS SPORTS SPORTS PARK-11 PARK-11 WET LS WELL 12224 LIFT NORTH NORTH Control Panel 2 11.4 11 $32,178 STATIONS SPORTS SPORTS PARK PARK-11 CONTROL LS PANEL 78221 LIFT NORTH NORTH Valve 2 11.4 15 $6,436 STATIONS SPORTS SPORTS PARK-11 PARK-11 LS Pump 1 Discharge Valve 78413 LIFT NORTH NORTH Valve 2 11.4 15 $6,436 STATIONS SPORTS SPORTS PARK-11 PARK-11 LS Pump 1 Check Valve 78414 LIFT NORTH NORTH Valve 2 11.4 15 $6,436 STATIONS SPORTS SPORTS PARK-11 PARK-11 LS Pump 2 Check Valve 69302 LIFT NORTH NORTH Vault 2 11.4 19 $10,297 STATIONS SPORTS SPORTS PARK-11 PARK-11 LS Valve Vault 78222 LIFT NORTH NORTH Valve 1 11.4 20 $6,436 STATIONS SPORTS SPORTS PARK-11 PARK-11 LS Pump 2 Discharge Valve Document No.1 611 Jacobs AMUC Condition Assessment Summary 1 BACKFLOW- LIFT NORTH NORTH Backflow 1 6.2 20 $5,921 299 STATIONS SPORTS SPORTS Preventer PARK-11 PARK-11 LS LS 21158 LIFT NORTH NORTH Centrifugal 1 6.2 10 $64,356 STATIONS SPORTS SPORTS PARK Pump PARK-1 1 -PUMP 2 Submersible LS 21157 LIFT NORTH NORTH Centrifugal 1 6.2 10 $64,356 STATIONS SPORTS SPORTS PARK Pump PARK-11 —PUMP 1 Submersible LS 69019 NORTH NORTH Grounds,Site 1 6.2 30 $96,535 SPORTS SPORTS PARK-11 PARK-11 LS LS 3.3.4 Dell Webb 2-7 i Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score i 21149 LIFT DEL WEBB DEL WEBB 2- Centrifugal ' 5 29.7 0 $64,356 STATIONS 2-7 LS PUMP 2 Pump Submersible BACKFLOW- LIFT DEL WEBB DW2-7 LS Butterfly 2 11.4 15 $5,921 296 STATIONS 2-7 LS Valve 69112 LIFT DEL WEBB Wet Well Wet Well 2 11.4 19 $51,485 STATIONS 2-7 LS 78265 LIFT DEL WEBB ARTHREX 15 Pump Valve 1 11.4 20 $5,727 STATIONS 2-7 LS 1 Discharge Valve 78266 LIFT DEL WEBB ARTHREX 15 Pump Valve 1 11.4 20 $5,727 STATIONS 2-7 LS 2 Discharge Valve Document No. 1 AMUC Condition Assessment Summary 1acobs Asset Tag Process Location Description I Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost I Score 1 12220 LIFT DEL WEBB DEL WEBB 2 Control Panel 1 6.2 15 $32,178 STATIONS 2-7 LS CONTROL PANEL 78460 LIFT DEL WEBB ARTHREX 15 Pump Valve 1 6.2 20 $5,727 STATIONS 2-7 LS 1 Check Valve 78461 LIFT DEL WEBB ARTHREX 15 Pump Valve 1 6.2 20 $5,727 STATIONS 2-7 LS 2 Check Valve 21148 LIFT DEL WEBB DEL WEBB 2- Centrifugal 1 6.2 10 $64,356 STATIONS 2-7 LS PUMP 1 Pump Submersible 69311 LIFT DEL WEBB ARTHREX 15 Valve Vault 1 6.2 25 $9,163 STATIONS 2-7 LS Vault 9016 LIFT DEL WEBB DEL WEBB 2 DES Telemetry 1 6.2 10 $12,871 STATIONS 2-7 LS TELEMETRY PANEL I 69014 DEL WEBB DEL WEBB 2-7 LS Grounds,Site 1 6.2 30 $96,535 2-7 LS ' I 1 3.3.5 Emerson Park—9 Asset Tag Process Location Description Asset Type ; Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69115 LIFT EMERSON EMERSON LS 9 Wet Well 3 16.6 13 $45,217 STATIONS PARK-9 LS WET WELL 12217 LIFT EMERSON EMERSON9- Control Panel 2 11.4 11 $28,261 STATIONS PARK-9 LS CONTROL PANEL 69314 LIFT EMERSON EMERSON LS 9 Vault 2 11.4 19 $9,043 STATIONS PARK-9 LS Valve Vault Document No. 1 16 I 1 AMUC Condition Assessment Summary Jacobs T I Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 78214 LIFT EMERSON EMERSON LS 9 Valve 2 11.4 15 $5,652 STATIONS PARK-9 LS Pump 1 Discharge Valve 78215 LIFT EMERSON EMERSON LS 9 Valve 2 11.4 15 $5,652 STATIONS PARK-9 LS Pump 2 Discharge Valve 78407 LIFT EMERSON EMERSON LS 9 Valve 2 11.4 15 $5,652 STATIONS PARK-9 LS Pump 2 Check Valve 78406 LIFT EMERSON EMERSON LS 9 Valve 1 6.2 20 $5,652 STATIONS PARK-9 LS Pump 1 Check Valve BACKFLOW- LIFT EMERSON EMERSON LS 9 Backflow 1 6.2 20 $5,200 347 STATIONS PARK-9 LS Preventer 21168 ! LIFT EMERSON EMERSON9- Centrifugal 1 6.2 10 $56,522 STATIONS PARK-9 LS PUMP 1 Pump Submersible 21167 LIFT EMERSON EMERS0N9- Centrifugal 1 6.2 10 $56,522 STATIONS PARK-9 LS PUMP 2 Pump Submersible 69011 LIFT EMERSON EMERSON PARK-9 Grounds,Site 1 6.2 30 $84,783 STATIONS PARK-9 LS LS 3.3.6 K-12 Master-4 Document No.1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost I Score 69103 LIFT K-12 K-12 MASTER-4 Wet Well 3 16.6 13 $51,485 STATIONS MASTER-4 WET WELL LS 12218 LIFT K-12 K-12 MASTER Control Panel 2 11.4 11 $32,178 STATIONS MASTER-4 CONTROL PANEL LS 78224 LIFT K-12 K-12 MASTER-4 j Valve 2 11.4 15 $6,436 STATIONS MASTER-4 Pump 2 Discharge LS Valve 78223 LIFT K-12 K-12 MASTER-4 Valve 2 11.4 15 $6,436 STATIONS MASTER-4 Pump 1 Discharge LS Valve 78416 LIFT K-12 K-12 MASTER-4 Valve 2 11.4 15 $6,436 STATIONS MASTER-4 Pump 2 Check LS Valve 69303 LIFT K-12 K-12 MASTER-4 Vault 1 11.4 25 $10,297 STATIONS MASTER-4 Valve Vault LS BACKFLOW- LIFT K-12 K-12 MASTER-4 Backflow 1 6.2 20 $5,921 352 STATIONS MASTER-4 LS Preventer LS 78415 LIFT K-12 K-12 MASTER-4 Valve 1 6.2 20 $6,436 STATIONS MASTER-4 Pump 1 Check LS Valve 21143 LIFT K-12 K-12 MASTER- Centrifugal 1 6.2 10 $64,356 STATIONS MASTER-4 PUMP 1 Pump LS Submersible 21144 LIFT K-12 K-12 MASTER- Centrifugal 1 6.2 10 $64,356 STATIONS MASTER-4 PUMP 2 Pump LS Submersible 69010 LIFT K-12 K-12 MASTER-4 Grounds,Site 1 6.2 30 $96,535 STATIONS MASTER-4 LS LS Document No. 1 16I 1 AMUC Condition Assessment Summary II Jacobs 3.3.7 U-2-2 Asset Tag Process Location Description Asset Type 1 Condition Final Remaining ' Replacement Area j Score Risk ' Useful Life Cost Score 69109 I LIFT U-2-2 LS U-2-2 WET WELL Wet Well 3 16.6 13 $51,485 STATIONS 25502 LIFT U-2-2 LS U-2 ODOR Blower 2 11.4 19 $96,535 STATIONS CONTROL BLOWER 69308 LIFT U-2-2 LS U-2-2 Valve Vault Vault 2 11.4 19 $10,297 STATIONS 12202 LIFT U-2-2 LS U-2 CONTROL Control Panel 2 11.4 11 $32,178 STATIONS PANEL 83002 LIFT U-2-2 LS U-2 ODOR Tank 2 11.4 15 $11,584 STATIONS CONTROL SYSTEM 78234 LIFT U-2-2 LS U-2-2 Pump 2 Valve 2 11.4 15 $6,436 STATIONS Discharge Valve 78426 LIFT U-2-2 LS U-2-2 Pump 2 Valve 2 11.4 15 $6,436 STATIONS Check Valve 78425 LIFT U-2-2 LS U-2-2 Pump 1 Valve 2 11.4 15 $6,436 STATIONS Check Valve 78233 LIFT U-2-2 LS U-2-2 Pump 1 Valve 1 6.2 20 $6,436 STATIONS Discharge Valve BACKFLOW- LIFT U-2-2 LS U-2-2 LS Backflow 1 6.2 20 $5,921 301 STATIONS Preventer 21103 LIFT U-2-2 LS U-2-PUMP 1 Centrifugal 1 6.2 10 $64,356 STATIONS Pump Submersible Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life % Cost Score 21104 LIFT U-2-2 LS U-2-PUMP 2 Centrifugal 1 6.2 10 $64,356 STATIONS Pump Submersible 31002 LIFT U-2-2 LS U-2 ODOR Motor 1 6.2 25 $96,535 STATIONS CONTROL BLOWER MOTOR 69002 U-2-2 LS U-2-2 LS Grounds,Site 1 6.2 30 $96,535 3.3.8 Maple Ridge Reserve 1 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score LIFT Maple Maple Ridge Reserve Valve 1 14.3 20 $5,485 STATIONS Ridge Pump 1 Discharge I Reserve LS Valve LIFT Maple Maple Ridge Reserve Control Panel 1 7.7 15 $27,426 STATIONS Ridge CONTROL PANEL Reserve LS LIFT Maple Maple Ridge Reserve Valve 1 7.7 20 $5,485 STATIONS Ridge Pump 2 Discharge Reserve LS Valve Maple Maple Ridge Reserve Grounds,Site 1 7.7 30 $82,278 Ridge LS Reserve LS LIFT Maple Maple Ridge Reserve Centrifugal 1 7.7 10 $54,852 STATIONS Ridge -PUMP 1 Pump Reserve LS Submersible Document No.1 16 I 1 AMUC Condition Assessment Summary Jacobs _ . I I Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score LIFT Maple Maple Ridge Reserve Valve 1 7.7 20 $5,485 STATIONS Ridge Pump 2 Check Valve Reserve LS LIFT Maple Maple Ridge Reserve Butterfly 1 7.7 20 $5,046 STATIONS Ridge LS Valve Reserve LS LIFT Maple Maple Ridge Reserve Wet Well 1 7.7 25 $43,882 STATIONS Ridge WET WELL Reserve LS LIFT Maple Maple Ridge Reserve Centrifugal 1 7.7 10 $54,852 STATIONS Ridge -PUMP 2 Pump Reserve LS Submersible LIFT Maple Maple Ridge Reserve Telemetry 1 7.7 10 $10,970 STATIONS Ridge DFS TELEMETRY Reserve LS PANEL LIFT Maple Maple Ridge Reserve Valve 1 7.7 20 $5,485 STATIONS Ridge Pump 1 Check Valve Reserve LS 3.3.9 DW Master—5 Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69114 LIFT DW DW MASTER WET Wet Welt 3 16.6 13 $51,485 STATIONS MASTER-5 WELL LS 12219 LIFT DW DW MASTER Control Panel 2 11.4 11 $32,178 STATIONS MASTER-5 CONTROL PANEL LS Document No. 1 AMUC Condition Assessment Summary Jacobs 1 1 i Asset Tag Process Location Description Asset Type Condition Final Remaining I Replacement Area Score Risk Useful Life Cost Score 14105 LIFT DW DW MASTER Generator- 2 11.4 15 $257,426 STATIONS MASTER-5 EMERGENCY Emergency LS GENERATOR 17205 LIFT DW DW MASTER ATS Automatic 2 11.4 15 $45,050 STATIONS MASTER-5 Transfer LS Switch BACKFLOW- LIFT DW DW Master LS Butterfly 1 6.2 20 $5,921 295 STATIONS MASTER-5 Valve LS 78212 LIFT DW DW MASTER Pump Valve 1 6.2 20 $6,436 STATIONS MASTER-5 1 Discharge Valve LS 78213 LIFT DW DW MASTER Pump Valve 1 6.2 20 $6,436 STATIONS MASTER-5 2 Discharge Valve LS 78404 LIFT DW DW MASTER Pump Valve 1 6.2 20 $6,436 STATIONS MASTER-5 1 Check Valve LS 78405 LIFT DW DW MASTER Pump Valve 1 6.2 20 $6,436 STATIONS MASTER-5 2 Check Valve LS 21146 LIFT DW DW MASTER- Centrifugal 1 6.2 10 $64,356 STATIONS MASTER-5 PUMP 1 Pump LS Submersible 21147 LIFT DW DW MASTER- Centrifugal 1 6.2 10 $64,356 STATIONS MASTER-5 PUMP 2 Pump LS Submersible 69313 LIFT DW DW MASTER Valve Vault 1 6.2 25 $10,297 STATIONS MASTER-5 Vault LS 9013 LIFT DW DW MASTER DFS Telemetry 1 6.2 10 $12,871 STATIONS MASTER-5 TELEMETRY PANEL LS Document No. 1 Jacobs 16I1 AMUC Condition Assessment Summary I I Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69013 LIFT DW DW MASTER-5 LS Grounds,Site 1 6.2 30 $96,535 STATIONS MASTER-5 LS 83007 LIFT DW DW MASTER ODOR Tank $11,584 STATIONS MASTER-5 CONTROL LS 3.3.10 Iron Horse— 10 Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69117 LIFT IRON IRON HORSE-10 Wet Well 3 16.6 13 $51,485 STATIONS HORSE- WET WELL 10 LS 78219 LIFT IRON IRON HORSE-10 Valve 2 11.4 15 $6,436 STATIONS HORSE- Pump 2 Discharge 10 LS Valve 78218 LIFT IRON IRON HORSE-10 Valve 1 11.4 20 $6,436 STATIONS HORSE- Pump 1 Discharge 10 LS Valve 12225 LIFT IRON IRON HORSE Control Panel 1 6.2 15 $32,178 STATIONS HORSE- CONTROL PANEL 10 LS 78411 LIFT IRON IRON HORSE-10 Valve 1 6.2 20 $6,436 STATIONS HORSE- Pump 2 Check 10 LS Valve 78410 LIFT IRON IRON HORSE-10 Valve 1 6.2 20 $6,436 STATIONS HORSE- Pump 1 Check 10 LS Valve Document No. 1 AMUC Condition Assessment Summary Jacobs , _ Asset Tag Process Location Description ' Asset Type Condition Final Remaining ', Replacement Area Score Risk Useful Life Cost Score BACKFLOW- LIFT IRON IRON HORSE-10 LS Butterfly 1 6.2 20 $5,921 394 STATIONS HORSE- Valve 10 LS 69316 ; LIFT IRON IRON HORSE-10 Vault 1 6.2 25 $10,297 STATIONS HORSE- Valve Vault 10LS 21159 LIFT IRON IRON HORSE- Centrifugal 1 6.2 10 $64,356 STATIONS HORSE- PUMP 1 Pump 10 LS Submersible 21160 LIFT IRON IRON HORSE- Centrifugal i 1 6.2 10 $64,356 STATIONS HORSE- PUMP 2 Pump 10 LS Submersible i LIFT IRON IRON HORSE-ATS Automatic 1 7.7 20 $45,050 STATIONS 1 HORSE- Transfer 10 LS Switch LIFT IRON IRON HORSE- Generator- I 1 7.7 20 $257,426 STATIONS HORSE- Emergency Emergency 10 LS Generator 9021 LIFT IRON IRON HORSE DES Telemetry 1 6.2 10 $12,871 STATIONS HORSE- TELEMETRY PANEL 10 LS 69020 LIFT IRON IRON HORSE-10 LS Grounds,Site 1 6.2 30 $96,535 STATIONS HORSE- , LS 3.3.11 Bellerawalk-8 Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69110 LIFT BELLERAWALK BELLERWALK 8 Wet Well 2 11.4 19 $51,485 STATIONS 8 LS WET WELL Document No. 1 161 1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 12222 LIFT BELLERAWALK BELLERAWALK 8 Control 2 11.4 11 $32,178 STATIONS 8 LS CONTROL PANEL Panel 78241 LIFT ' BELLERAWALK BELLERAWALK8 Valve 1 11.4 20 $6,436 STATIONS 8 LS Pump 1 Discharge Valve 78252 LIFT BELLERAWALK BELLERAWALK 8 Valve 1 11.4 20 $6,436 STATIONS 8 LS Pump 2 Discharge Valve 78433 LIFT BELLERAWALK BELLERAWALK 8 Valve 1 6.2 20 $6,436 STATIONS 8 LS Pump 1 Check Valve 78444 LIFT BELLERAWALK BELLERAWALK 8 Valve 1 6.2 20 $6,436 STATIONS 8 LS Pump 2 Check Valve BACKFLOW- LIFT BELLERAWALK BELLERAWALK8 Butterfly 1 6.2 20 $5,921 522 STATIONS 8 LS LS Valve 21153 LIFT BELLERAWALK BELLERAWALK 8 Centrifugal 1 6.2 10 $64,356 STATIONS 8 LS -PUMP 2 Pump Submersible 21152 LIFT BELLERAWALK BELLERAWALK 8 Centrifugal 1 6.2 10 $64,356 STATIONS 8 LS -PUMP 1 Pump Submersible 69309 LIFT BELLERAWALK BELLERAWALK8 Vault 1 6.2 25 $10,297 STATIONS 8 LS VALVE VAULT 69016 BELLERAWALK BELLERAWALK 8 Grounds, 1 6.2 30 $96,535 8 LS LS Site 9018 LIFT BELLERAWALK BELLERAWALK 8 Telemetry 1 6.2 10 $12,871 STATIONS 8 LS DES TELEMETRY PANEL Document No. 1 AMUC Condition Assessment Summary II acobs 3.3.12 Del Web 1-6 Asset Tag Process i Location Description Asset Type Condition Final Remaining Replacement Area I Score Risk Useful Life Cost Score 69111 LIFT DEL WEBB DELL WEBB 1 6 Wet Well 2 11.4 19 $51,485 STATIONS 1-6 LS WET WELL 12221 LIFT DEL WEBB DEL WEBB 1 Control Panel 2 11.4 11 $32,178 STATIONS 1-6 LS CONTROL PANEL 78262 LIFT DEL WEBB DELL WEBB 1 6 Valve 1 11.4 20 $6,436 STATIONS 1-6 LS Pump 1 Discharge Valve 78264 LIFT DEL WEBB DELL WEBB 1 6 Valve 1 11.4 20 $6,436 STATIONS 1-6 LS Pump 2 Discharge Valve BACKFLOW- I LIFT DEL WEBB DW1-6 LS Butterfly 1 6.2 20 $5,921 297 STATIONS 1-6 LS Valve 69310 LIFT DEL WEBB DELL WEBB 1 6 Vault 1 6.2 25 $10,297 STATIONS 1-6 LS VALVE VAULT 78459 LIFT DEL WEBB DELL WEBB 1 6 Valve 1 6.2 20 $6,436 STATIONS 1-6 LS Pump 2 Check Valve 78455 LIFT DEL WEBB DELL WEBB 1 6 Valve 1 6.2 20 $6,436 STATIONS 1-6 LS Pump 1 Check Valve 21150 LIFT DEL WEBB 1 DEL WEBB 1 - Centrifugal 1 6.2 10 $64,356 STATIONS 1-6 LS PUMP 1 Pump Submersible 21151 LIFT DEL WEBB DEL WEBB 1 - Centrifugal 1 6.2 10 $64,356 STATIONS 1-6 LS PUMP 2 Pump Submersible 9017 LIFT DEL WEBB ; DEL WEBB 1 DES Telemetry 1 6.2 10 $12,871 STATIONS 1-6 LS TELEMETRY PANEL Document No.1 16I1 AMUC Condition Assessment Summary %Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69015 DEL WEBB DEL WEBB 1-6 LS Grounds,Site 1 6.2 30 $96,535 1-6 LS 3.3.13 Hampton Village- 13 Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69116 LIFT HAMPTON HAMPTON Wet Well 3 16.6 13 $51,485 STATIONS VILLAGE- VILLAGE-13 WET 13 LS TC-2 WELL 78216 LIFT HAMPTON HAMPTON Valve 2 11.4 15 $6,436 STATIONS VILLAGE- VILLAGE-13 Pump 13 LS TC-2 1 Discharge Valve 78217 LIFT HAMPTON HAMPTON Valve 1 11.4 20 $6,436 STATIONS VILLAGE- VILLAGE-13 Pump 13 LS TC-2 2 Discharge Valve 12216 LIFT HAMPTON TC 2 CONTROL Control Panel 1 6.2 15 $32,178 STATIONS VILLAGE- PANEL 13 LS TC-2 78408 LIFT HAMPTON HAMPTON Valve 1 6.2 20 $6,436 STATIONS VILLAGE- VILLAGE-13 Pump 13 LS TC-2 1 Check Valve 78409 LIFT HAMPTON HAMPTON Valve 1 6.2 20 $6,436 STATIONS VILLAGE- VILLAGE-13 Pump 13 LS TC-2 2 Check Valve Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score BACKFLOW- LIFT HAMPTON HAMPTON Butterfly 1 6.2 20 $5,921 393 STATIONS I VILLAGE- VILLAGE-13 LS Valve 13 LS TC-2 21139 LIFT HAMPTON TC 2-PUMP 2 Centrifugal 1 6.2 10 $64,356 STATIONS VILLAGE- j Pump 13 LS TC-2 Submersible 21138 LIFT HAMPTON TC 2-PUMP 1 Centrifugal 1 6.2 10 $64,356 STATIONS VILLAGE- Pump 13 LS TC-2 Submersible 69315 LIFT HAMPTON HAMPTON Vault 1 6.2 25 $10,297 STATIONS VILLAGE- VILLAGE-13 Valve 13 LS TC-2 Vault 69012 LIFT HAMPTON HAMPTON Grounds,Site 1 6.2 30 $96,535 STATIONS VILLAGE- VILLAGE-13 LS 13 LS TC-2 TC-2 9010 LIFT HAMPTON TC 2 DES Telemetry 1 6.2 10 $12,871 STATIONS VILLAGE- TELEMETRY 13 LS TC-2 PANEL 3.3.14 Park of Commerce— 12 Asset Tag j Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life ' Cost Score 69106 LIFT PARK OF PARK OF Wet Well 3 16.6 13 $51,485 STATIONS COMMERCE- COMMERCE 12 12 LS WET WELL 78227 LIFT PARK OF PARK OF Valve 2 11.4 15 i $6,436 STATIONS COMMERCE- COMMERCE 12 12 LS Pump 1 Discharge Valve Document No. 1 16l1 AMUC Condition Assessment Summary Jacobs 1 Asset Tag Process Location Description Asset Type Condition t Final Remaining Replacement Area Score Risk Useful Life Cost Score 1 78228 LIFT PARK OF PARK OF Valve 12 11.4 15 $6,436 STATIONS COMMERCE- COMMERCE 12 12 LS Pump 2 Discharge Valve 78419 LIFT PARK OF PARK OF Valve 1 6.2 20 $6,436 STATIONS COMMERCE- COMMERCE 12 12 LS Pump 1 Check Valve 78420 LIFT PARK OF PARK OF Valve 1 6.2 20 $6,436 STATIONS COMMERCE- COMMERCE 12 12 LS Pump 2 Check Valve 12223 LIFT PARK OF PARK OF Control Panel 1 6.2 15 $32,178 STATIONS COMMERCE- COMMERCE 12 LS CONTROL PANEL 1 69305 LIFT PARK OF PARK OF Vault 1 6.2 25 $10,297 STATIONS COMMERCE- COMMERCE 12 12 LS Valve Vault BACKFLOW- LIFT PARK OF PARK OF Butterfly 1 6.2 20 $5,921 351 STATIONS COMMERCE- COMMERCE 12 LS Valve 12 LS 21155 LIFT PARK OF PARK OF Centrifugal 1 6.2 10 $64,356 STATIONS COMMERCE- COMMERCE- Pump 12 LS PUMP 1 Submersible 21156 LIFT PARK OF PARK OF Centrifugal 1 6.2 10 $64,356 STATIONS COMMERCE- COMMERCE- Pump 12 LS PUMP 2 Submersible 9019 LIFT PARK OF PARK OF Telemetry 1 6.2 10 $12,871 STATIONS COMMERCE- COMMERCE DFS 12 LS TELEMETRY PANEL 69018 LIFT PARK OF PARK OF Grounds,Site 1 6.2 30 $96,535 STATIONS COMMERCE- COMMERCE-12 12 LS LS Document No. 1 AMUC Condition Assessment Summary Jacobs 3.3.15 MR Amenity Center , — , I Asset Process Area Location Description Asset Type Condition I Final Remaining Replacement i Tag I Score Risk Useful Life ' Cost Score LIFT MR MR Amenity Center Control Panel 1 7.7 15 $27,083 1 STATIONS Amenity Reserve CONTROL Center PANEL LIFT MR MR Amenity Center Valve 1 7.7 20 $5,417 STATIONS Amenity Pump 1 Discharge Center Valve LIFT MR MR Amenity Center Valve 1 7.7 20 $5,417 STATIONS Amenity Pump 2 Discharge Center Valve LIFT MR , MR Amenity Center Valve 1 7.7 20 $5,417 STATIONS Amenity 1 Pump 1 Check Valve Center LIFT MR MR Amenity Center- Centrifugal 1 7.7 10 $54,167 STATIONS Amenity PUMP 1 Pump Center Submersible LIFT MR MR Amenity Center- Centrifugal 1 7.7 10 $54,167 STATIONS Amenity PUMP 2 Pump Center Submersible LIFT MR MR Amenity Center Telemetry 1 7.7 10 $10,833 STATIONS Amenity DFS TELEMETRY Center PANEL LIFT MR MR Amenity Center Valve 1 7.7 20 $5,417 STATIONS Amenity j Pump 2 Check Valve Center LIFT MR MR Amenity Center Butterfly 1 7.7 20 $4,983 STATIONS Amenity Backflow Preventer Valve Center Document No.1 161 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score LIFT MR MR Amenity Center Wet Well 1 7.7 25 $43,333 STATIONS Amenity WET WELL Center LIFT MR MR Amenity Center Grounds,Site 1 7.7 30 $81,250 STATIONS Amenity PARK OF COMMERCE Center 15 LS 3.3.16 National Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk ' Useful Life Cost Score LIFT NATIONAL National CONTROL Control Panel 1 7.7 15 $25,000 STATIONS LS PANEL LIFT NATIONAL National Pump 2 Valve 1 7.7 20 $5,000 STATIONS LS Discharge Valve LIFT NATIONAL National-PUMP 1 Centrifugal 1 7.7 10 $50,000 STATIONS LS Pump Submersible LIFT NATIONAL National Pump 2 Valve 1 7.7 20 $5,000 STATIONS LS Check Valve LIFT NATIONAL National WET WELL Wet Well 1 7.7 25 $40,000 STATIONS LS LIFT NATIONAL National-PUMP 2 Centrifugal 1 7.7 10 $50,000 STATIONS LS Pump Submersible Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score LIFT NATIONAL National DFS Telemetry 1 7.7 10 ' $10,000 STATIONS LS TELEMETRY PANEL LIFT NATIONAL National PARK OF Grounds,Site 1 7.7 30 $75,000 STATIONS LS COMMERCE 15 LS LIFT NATIONAL National Pump 1 Valve 1 7.7 20 $5,000 STATIONS LS Check Valve LIFT NATIONAL National BACKFLOW Butterfly 1 7.7 20 $4,600 STATIONS LS PREVENTER Valve 3.3.17 Silverwood 1 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost I ; I Score LIFT NATIONAL National CONTROL Control Panel 1 7.7 15 $25,000 STATIONS LS PANEL LIFT NATIONAL National Pump 2 Valve 1 7.7 20 $5,000 STATIONS LS Discharge Valve LIFT NATIONAL National-PUMP 1 Centrifugal 1 7.7 10 $50,000 STATIONS LS Pump Submersible LIFT NATIONAL National Pump 2 Valve 1 7.7 20 $5,000 STATIONS LS Check Valve Document No.1 1611 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score ' Risk Useful Life Cost Score LIFT NATIONAL National WET WELL Wet Well 1 7.7 25 $40,000 STATIONS LS LIFT NATIONAL National-PUMP 2 Centrifugal 1 7.7 10 $50,000 STATIONS LS Pump Submersible LIFT NATIONAL NationalDFS Telemetry 1 7.7 10 $10,000 STATIONS LS TELEMETRY PANEL LIFT NATIONAL National PARK OF Grounds,Site 1 7.7 30 $75,000 STATIONS LS COMMERCE 15 LS LIFT NATIONAL National Pump 1 Valve 1 7.7 20 $5,000 STATIONS LS Check Valve • LIFT NATIONAL National BACKFLOW Butterfly 1 7.7 20 $4,600 STATIONS LS PREVENTER Valve LIFT NATIONAL National Pump 1 Valve $5,000 STATIONS LS Discharge Valve LIFT Silverwood Silverwood Reserve Control Panel 1 7.7 15 $27,083 STATIONS LS CONTROL PANEL LIFT Silverwood Silverwood Pump 1 Valve 1 7.7 20 $5,417 STATIONS LS Discharge Valve LIFT Silverwood Silverwood Pump 2 Valve 1 7.7 20 $5,417 STATIONS LS Discharge Valve LIFT Silverwood Silverwood-PUMP 2 Centrifugal 1 7.7 10 $54,167 STATIONS LS Pump Submersible LIFT Silverwood Silverwood PARK OF Grounds,Site 1 7.7 30 $81,250 STATIONS LS COMMERCE 15 LS LIFT Silverwood Silverwood Backflow Butterfly 1 7.7 20 $4,983 STATIONS LS Preventer Valve Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement 1 Tag Score Risk Useful Life Cost Score LIFT Silverwood Silverwood Pump 1 Valve 1 7.7 20 $5,417 STATIONS LS Check Valve LIFT Silverwood ! Silverwood Pump 2 Valve 1 7.7 20 $5,417 STATIONS LS Check Valve LIFT Silverwood Silverwood-PUMP 1 Centrifugal 1 7.7 10 $54,167 STATIONS LS Pump , Submersible LIFT Silverwood Silverwood DFS Telemetry 1 7.7 10 $10,833 STATIONS LS TELEMETRY PANEL LIFT Silverwood Silverwood WET Wet Well 1 7.7 25 $43,333 STATIONS LS WELL 3.3.18 Oasis Club 14 Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 12228 LIFT OASIS OASIS CLUB 14 Control Panel 2 11.4 11 $28,634 STATIONS CLUB 14 CONTROL PANEL LS 78226 LIFT OASIS OASIS CLUB 14 Valve 1 11.4 20 $5,727 STATIONS CLUB 14 Pump 2 Discharge LS Valve 78225 LIFT OASIS OASIS CLUB 14 Valve 1 11.4 20 $5,727 STATIONS CLUB 14 Pump 1 Discharge LS Valve Document No.1 Ab 1 1 AMUC Condition Assessment Summary Jacobs I _ BACKFLOW- LIFT OASIS OASIS CLUB 14 LS Butterfly 1 6.2 20 $5,269 458 j STATIONS CLUB 14 Valve LS 78418 LIFT OASIS LS OASIS CLUB 14 Valve 1 6.2 20 $5,727 STATIONS Pump 2 Check Valve 78417 LIFT OASIS LS OASIS CLUB 14 Valve 1 6.2 20 $5,727 STATIONS Pump 1 Check Valve 21166 LIFT OASIS LS OASIS-PUMP 2 Centrifugal 1 6.2 10 $57,269 STATIONS Pump Submersible 69105 LIFT OASIS LS OASIS CLUB 14 Wet Well 1 6.2 25 $45,815 STATIONS WET WELL 21165 LIFT OASIS LS OASIS-PUMP 1 Centrifugal 1 6.2 10 $57,269 STATIONS Pump Submersible 69304 LIFT OASIS LS OASIS CLUB 14 Vault 1 6.2 25 $9,163 STATIONS Valve Vault 15776 LIFT OASIS LS OASIS LS Grounds,Site 1 6.2 30 $85,903 STATIONS 9024 LIFT OASIS LS OASIS DFS Telemetry 1 6.2 10 $11,454 STATIONS TELEMETRY PANEL Document No. 1 AMUC Condition Assessment Summary Jacobs 3.3.19 Artherex Park of Commerce Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life 1 Cost Score 78209 LIFT ARTHREX ARTHREX 15 Valve 1 6.2 20 $5,727 STATIONS PARK OF Pump 1 Discharge COMMERCE Valve 15 LS 12227 LIFT ARTHREX ARTHREX 15 Control Panel 1 6.2 15 $28,634 STATIONS PARK OF CONTROL PANEL COMMERCE 15 LS 78220 LIFT ARTHREX ARTHREX 15 Valve 1 6.2 20 $5,727 STATIONS PARK OF Pump 2 Discharge COMMERCE Valve 15 LS BACKFLOW- LIFT ARTHREX ARTHREX 15 LS Butterfly 1 6.2 20 $5,269 459 STATIONS PARK OF Valve COMMERCE 15 LS 78401 LIFT ARTHREX ARTHREX 15 Valve 1 6.2 20 $5,727 STATIONS PARK OF Pump 1 Check COMMERCE Valve 15 LS 78412 LIFT ARTHREX ARTHREX 15 Valve 1 6.2 20 $5,727 STATIONS PARK OF Pump 2 Check COMMERCE Valve 15 LS 69102 LIFT ARTHREX ARTHREX 15 WET Wet Well 1 6.2 25 $45,815 STATIONS PARK OF WELL COMMERCE 15 LS 21164 LIFT ARTHREX ARTHREX15- Centrifugal 1 6.2 10 $57,269 STATIONS PARK OF PUMP 2 Pump Submersible Document No.1 16I1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score COMMERCE 15 LS 69301 LIFT ARTHREX ARTHREX 15 Vault 1 6.2 25 $9,163 STATIONS PARK OF VALVE VAULT COMMERCE 15 LS 21163 LIFT ARTHREX ARTHREX15- Centrifugal 1 6.2 10 $57,269 STATIONS PARK OF PUMP 1 Pump COMMERCE Submersible 15 LS 9023 LIFT ARTHREX ARTHREX15 DES Telemetry 1 6.2 10 $11,454 STATIONS PARK OF TELEMETRY COMMERCE PANEL 15 LS 15771 LIFT ARTHREX ARTHREX PARK Grounds,Site 1 6.2 30 $85,903 STATIONS PARK OF OF COMMERCE 15 COMMERCE LS 15 LS 3.3.20 Del Webb 3-16 i I Asset Tag Process Location Description Asset Type Condition Final , Remaining Replacement Area Score Risk ' Useful Life Cost Score 12229 LIFT DEL WEBB DEL WEBB 3 Control Panel 1 6.2 15 $28,261 STATIONS 3-16 LS CONTROL PANEL Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 78210 LIFT DEL WEBB DEL WEBB 3 Pump Valve 1 6.2 20 $5,652 STATIONS 3-16 LS 1 Discharge Valve 78211 LIFT DEL WEBB DEL WEBB 3 Pump Valve 1 6.2 20 $5,652 STATIONS 3-16 LS 2 Discharge Valve BACKFLOW- LIFT DEL WEBB DW3-16 LS Butterfly 1 6.2 20 $5,200 541 STATIONS 3-16 LS Valve 69113 LIFT DEL WEBB DEL WEBB 3 WET Wet Well 1 6.2 25 $45,217 STATIONS 3-16 LS WELL 78402 LIFT DEL WEBB DEL WEBB 3 Pump Valve 1 6.2 20 $5,652 STATIONS 3-16 LS 1 Check Valve 78403 LIFT DEL WEBB DEL WEBB 3 Pump Valve 1 6.2 20 $5,652 STATIONS 3-16 LS 2 Check Valve 21171 LIFT DEL WEBB DEL WEBB 3- Centrifugal 1 6.2 10 $56,522 STATIONS 3-16 LS PUMP 2 Pump Submersible 21170 LIFT DEL WEBB DEL WEBB 3- Centrifugal 1 6.2 10 $56,522 STATIONS 3-16 LS PUMP 1 Pump Submersible 69312 LIFT DEL WEBB DEL WEBB 3 Valve Vault 1 6.2 25 $9,043 STATIONS 3-16 LS Vault 9025 LIFT DEL WEBB DEL WEBB 3 DFS Telemetry 1 6.2 10 $11,304 STATIONS 3-16 LS TELEMETRY PANEL 16242 LIFT DEL WEBB DEL WEBB 3-16 LS Grounds,Site 1 6.2 30 $84,783 STATIONS 3-16 LS 3.3.21 Iron Horse Document No. 1 161 1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 69117 LIFT IRON IRON HORSE-10 Wet Welt 3 16.6 13 $51,485 STATIONS HORSE-10 WET WELL LS 78219 LIFT IRON IRON HORSE-10 Valve 2 11.4 15 $6,436 STATIONS HORSE-10 Pump 2 Discharge LS Valve 78218 LIFT IRON IRON HORSE-10 Valve 1 11.4 20 $6,436 STATIONS HORSE-10 Pump 1 Discharge LS Valve 12225 LIFT IRON IRON HORSE Control Panel 1 6.2 15 $32,178 STATIONS HORSE-10 CONTROL PANEL LS 78411 LIFT IRON IRON HORSE-10 Valve 1 6.2 20 $6,436 STATIONS HORSE-10 Pump 2 Check LS Valve 78410 LIFT IRON IRON HORSE-10 Valve 1 6.2 20 $6,436 STATIONS HORSE-10 Pump 1 Check LS Valve BACKFLOW- LIFT IRON IRON HORSE-10 Butterfly 1 6.2 20 $5,921 394 STATIONS HORSE-10 LS Valve LS 69316 LIFT IRON IRON HORSE-10 Vault 1 6.2 25 $10,297 STATIONS HORSE-10 Valve Vault LS 21159 LIFT IRON IRON HORSE- Centrifugal 1 6.2 10 $64,356 STATIONS HORSE-10 PUMP 1 Pump LS Submersible 21160 LIFT IRON IRON HORSE- Centrifugal 1 6.2 10 $64,356 STATIONS HORSE-10 PUMP 2 Pump LS Submersible LIFT IRON IRON HORSE-ATS Automatic 1 7.7 20 $45,050 STATIONS HORSE-10 . Transfer LS l Switch Document No.1 AMUC Condition Assessment Summary ,,acobs , Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score LIFT IRON IRON HORSE- Generator- 1 7.7 20 $257,426 STATIONS HORSE-10 Emergency Emergency LS Generator 9021 LIFT IRON IRON HORSE DFS Telemetry 1 6.2 10 $12,871 STATIONS HORSE-10 TELEMETRY LS PANEL 69020 LIFT IRON IRON HORSE-10 Grounds,Site 1 6.2 30 $96,535 STATIONS HORSE-10 LS LS Document No.1 16 1 1 AMUC Condition Assessment Summary ,Jacobs 4. Water Treatment Plant 4.1 Risk and Condition Summary To facilitate the Risk scoring process the Water Treatment Plant(WWTP)was broken down into unit process areas.Each asset within the process area received a Consequence and Likelihood score and a Total Risk Score. The Total Risk score for each asset was then averaged resulting in an average risk score ranking.This ranking of WTP process areas is shown in Figure 11:WTP Process Area Average Risk.The process area Risk scoring ranged from 11.4 to 6.8 with an average score of 8.7. Figure 11:WTP Process Area Average Risk WTP Average Risk 12 11.4 11.3 11.1 11.1 10.3 10 8.5 8 7.7 (.4 7.1 6.9 6.2 6 4 3.2 2 0 OF. ��0\ ��0\. ��� �LP' `�0\4 �Qy \�� <c\l` PAP `OC `�O� `Q.P 00� \�<", ��� OOP 0��� Q J� O�-L �c.) <3- P��Q 0<<\< O ,<�� �� P�P 0�; ��Q QQO� OCL c�O� OO ��P JQQ C *(2 �O�P OO��P � \scz st_ C)* Document No. 1 AMUC Condition Assessment Summary Jacobs The overall condition of assets for the Wastewater Treatment Plant scored an average of 2 or Good Condition. 310 of the 331 WTP assets that were assessed had a condition score of one or two.Twenty-One of the WTP assets scored a three,four or five.This infers that the majority assets at the WWTP have been appropriately maintained and are in line with or outperforming their typical expected useful life estimations. Figure 12:WWTP Condition Summary shows the spread of WWTP asset condition scores Figure 12:WTP Condition Summary WTP Condition Summary Condition Category 3,5 Condition Category4,2 Condition Category 5,------` — 14 Condition Category2(` 106 Condition Category 1, 204 • Condition Category 1 • Condition Category 2 • Condition Category 3 Condition Category 4 • Condition Category 5 Assets that received condition scores of 4 and 5 were reported to the maintenance department immediately following the field work.Since that time deficiencies have been corrected or are actively being planned for repair or replacement.These assets are listed in Table 6 with Jacobs and AMUC Comments. Further details may be found on the inspection form in Appendix B. Document No.1 611 AMUC Condition Assessment Summary Jacobs Table 7 Asset Condition Score 4 and 5 Asset Process Area Location Asset Type Comments Condition Remaining Replacement Tag Score Useful Life Cost i 29010 CHEMICAL Sulfuric Acid Metering Pump Planned replacement 5 0 $2,317 j ADDITION Systems in 2021 -Delayed due I to supply logistics. Expected completion NLT EOY 2021 8204 CHEMICAL Sulfuric Acid Control Panel Posted 5 0 $15,446 ADDITION Systems 20603 FINISHED High Service Pump Centrifugal Scheduled for rebuild 4 2.5 $25,743 WATER Station Pump in 2022 PUMPING Horizontal 31508 FINISHED High Service Pump Motor Planned rebuild, 4 5 $25,743 WATER Station contract active WO PUMPING 80885 64122 FINISHED Transfer Pump Piping Planned replacement 5 0 $64,356 WATER Station in 2021 -Delayed due STORAGE to supply logistics. Expected completion NLT EOY 2021 2502 FINISHED Transfer Pump Instrumentation Replaced 10/5/2021 5 0 $7,079 WATER Station WO 80845 STORAGE 2803 FINISHED Transfer Pump Instrumentation Repaired and put back 5 0 $3,861 WATER Station online 6/28/2021 WO STORAGE 80886 3805 FINISHED Transfer Pump Instrumentation Gasket Replaced and 5 0 $3,861 WATER Station back online STORAGE 6/21/2021 WO 80888 I FINISHED Transfer Pump Flow Meter REPLACED 9/6/2021 5 0 $25,743 WATER Station STORAGE 25504 ODOR Degassifier Blower Planned replacement, 5 0 $96,535 CONTROL Scrubber Station parts in stock and due NLT 11/15/21 Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Asset Type Comments Condition Remaining ! Replacement Tag Score Useful Life i Cost 3804 ODOR Degassifier Instrumentation OUT OF SERVICE- 5 0 $3,861 CONTROL Scrubber Station Unit operation not necessary in current phase and will be replaced with a biofilter in Phase II 2701 ODOR Degassifier Instrumentation OUT OF SERVICE- 5 0 $3,861 CONTROL Scrubber Station Unit operation not necessary in current phase and will be replaced with a biofilter in Phase II 3502 RAW WATER Ops Bldg- Instrumentation Replacement 5 0 $5,149 INFLUENT Membrane Area authorized and underway 2801 RO Ops Bldg- Instrumentation Functional,turned off 5 0 $3,861 FILTRATION Membrane Area to service pH Sensor 3803 RO Ops Bldg- Instrumentation Repaired 6/21/2021 5 0 $3,861 FILTRATION Membrane Area WO 80888 91503 SUPPORT- Well Site 03 Air Conditioning Replaced faulty 5 0 $6,436 GENERAL Unit thermostat 6/18/21 WO 78815 4.2 Cost Schedule Using Risk and Condition Scores to prioritize repair and replacement(R&R)schedules allows for an even distribution and forecast of budgets.Asset failure in most cases is not directly tied to age,therefore,asset replacement is ideally based on condition and ability to meet intended levels of service.Appendix C:WTP Repair and Replacement Estimated Cost Schedule lays out an initial schedule of events over a 20 year period for each Lift Station asset by location.This schedule is intended to be used for planning purposes and cost estimates therein are considered Class 4 and Class 5 and only considers equipment replacement purchase cost. Figure 7 WTP Cost Schedule 20 Year Summary shows estimated R&R costs grouped into five-year increments over a 20-year period. Document No. I 16I1 AMUC Condition Assessment Summary Jacobs Figure 7 WTP Cost Schedule 20 Year Summary WTP R$R Spend (in $ millions) 16-20 Year 1.6 11-15 Year 2.2 6-10 Year 0.85 0-5Year 0.3 0 0.5 1 1.5 2 2.5 4.3 Condition Assessment Summary The following sections show a table for each asset by process area summarizing condition score, risk score, remaining useful life and estimated replacement cost. Results are filtered by Condition Score then Final Risk Score, high score to low score.Appendix C:Water Treatment Plant Condition Details has each individual assessment form completed during the assessment for detailed review. 4.3.1 Raw Water Influent Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life , Cost j Score 3502 RAW Ops Bldg- RAW WATER Instrumentation 5 29.7 0 $5,149 WATER Membrane TURBIDITY INFLUENT Area METER 787100 RAW Ops Bldg- RAW WATER Valve 2 11.4 15 $6,436 WATER Membrane MAIN INFLUENT Area ISOLATION VALVE 18 5116 RAW Raw Water RAW WATER Flow Meter 2 11.4 23 $25,743 WATER Inlet Pipe INLET INFLUENT FLOWMETER Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 2802 RAW Ops Bldg- RAW WATER Instrumentation 2 11.4 11 $3,861 WATER Membrane CONDUCTIVITY INFLUENT Area METER RAW Membrane BYPASS BLEND Flow Meter 2 7.1 23 $25,743 WATER 1 FLOWMETER INFLUENT 3802 RAW Ops Bldg- RAW WATER PH Instrumentation 1 6.2 10 $3,861 WATER Membrane METER INFLUENT Area 2241 RAW Membrane INFLUENT Instrumentation 1 6.2 10 $3,861 WATER 1 WATER INFLUENT TEMPERATURE TRANSMITTER 78743 RAW Raw Water RAW WATER Valve 1 6.2 20 $6,436 WATER Inlet Pipe INLET INFLUENT ISOLATION VALVE 18 79003 RAW Raw Water RAW WATER Air Relief Valve 1 6.2 15 $6,436 WATER Inlet Pipe INLET ARV INFLUENT 4.3.2 Chemical Addition Asset Process Location Description Asset Type Condition Final Remaining ' Replacement Tag Area Score Risk Useful Life j Cost Score 8204 CHEMICAL Sulfuric Acid SULFURIC ACID Control Panel 5 29.7 0 $15,446 ADDITION Systems ALARM PANEL 29010 CHEMICAL Sulfuric Acid SULFURIC ACID Metering Pump 5 29.7 0 $2,317 ADDITION Systems FEED PUMP 2 Document No.1 6I1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost I Score 29009 CHEMICAL Sulfuric Acid SULFURIC ACID Metering Pump ' 3 16.6 5 $2,317 ADDITION Systems FEED PUMP 1 8201 CHEMICAL Sulfuric Acid SULFURIC ACID Control Panel 2 11.4 11 $15,446 ADDITION Systems RELAY PANEL 64108 CHEMICAL Sulfuric Acid SULFURIC ACID Piping 2 11.4 15 $64,356 ADDITION Systems PIPING SYSTEM 48111 CHEMICAL Sodium SOD HYPO DAY Tank 2 11.4 15 $11,584 ADDITION ! Hypochlorite TANK System 29301 CHEMICAL Sodium SOD Centrifugal 2 11.4 8 $25,743 ADDITION Hydroxide HYDROXIDE Pump System TRANSFER Horizontal PUMP 1 2229 CHEMICAL Sodium SOD HYPO DAY Instrumentation 2 11.4 11 $3,218 ADDITION Hypochlorite TANK System ELECTRODE 64109 CHEMICAL Scale SCALE Piping 2 11.4 15 $64,356 ADDITION Inhibitor INHIBITOR System PIPING SYSTEM 48103 CHEMICAL ' Sulfuric Acid SULFURIC ACID Tank 2 11.4 15 $11,584 ADDITION Systems DAY TANK 64111 CHEMICAL Corrosion CORROSION Piping 2 11.4 15 $64,356 ADDITION Inhibitor INHIBITOR System PIPING SYSTEM 64110 CHEMICAL Sodium SOD Piping 2 11.4 15 $64,356 ADDITION Hydroxide HYDROXIDE System PIPING SYSTEM 29307 CHEMICAL Sulfuric Acid SULFURIC ACID Centrifugal 2 11.4 8 $25,743 ADDITION Systems TRANSFER Pump PUMP 1 Horizontal Document No.1 AMUC Condition Assessment Summary Jacobs 1 , 1 Asset Process Location Description Asset Type Condition Final Remaining 1 Replacement , Tag Area Score Risk Useful Life Cost Score 48108 CHEMICAL Sodium SODIUM Tank 2 11.4 15 $11,584 ADDITION Hypochlorite HYPOCHLORITE System TANK BULK 8213 CHEMICAL Sodium SOD HYPO Control Panel 2 11.4 11 $15,446 ADDITION Hypochlorite RELAY PANEL 7- System 8 29308 CHEMICAL Sulfuric Acid SULFURIC ACID Centrifugal 2 11.4 8 $25,743 ADDITION Systems TRANSFER Pump PUMP 2 Horizontal 48102 CHEMICAL Sulfuric Acid SULFURIC ACID Tank 1 11.4 20 $11,584 ADDITION Systems STORAGE TANK BULK I 48104 CHEMICAL Scale SCALE Tank 1 11.4 20 $11,584 ADDITION Inhibitor INHIBITOR TANK System 29303 CHEMICAL Sodium SOD Centrifugal 1 11.4 10 $25,743 ADDITION Hydroxide HYDROXIDE ' Pump System TRANSFER Horizontal PUMP 3 29302 CHEMICAL Sodium SOD Centrifugal 1 11.4 10 $25,743 ADDITION Hydroxide HYDROXIDE Pump System TRANSFER Horizontal PUMP 2 29015 CHEMICAL Sodium SOD Metering Pump 1 6.2 10 $2,317 ADDITION Hydroxide HYDROXIDE System FEED PUMP 3 P- 64-2-3 64112 CHEMICAL Sodium SOD HYPO Piping 1 6.2 20 $64,356 ADDITION Hypochlorite PIPING SYSTEM System 2225 CHEMICAL Sulfuric Acid SULFURIC ACID Instrumentation 1 6.2 15 $3,218 ADDITION Systems DAY TANK ELECTRODE Document No. 1 161 1 AMUC Condition Assessment Summary Jacobs 1 Asset Process Location Description Asset Type Condition Final Remaining ! Replacement Tag Area i Score Risk Useful Life Cost 1 Score 1 1 64113 CHEMICAL Aqua AQUA AMMONIA Piping 1 2.2 20 $64,356 ADDITION ammonia PIPING SYSTEM system 48107 CHEMICAL Corrosion CORROSION Tank 1 6.2 20 $11,584 ADDITION Inhibitor INHIBITOR TANK System 48002 CHEMICAL Corrosion CORROSION SCADA 1 6.2 10 $19,307 ADDITION Inhibitor INHIBITOR System SCALE 48003 CHEMICAL Aqua AQUA AMMONIA SCADA 1 2.2 10 $19,307 ADDITION ammonia SCALE system 48110 CHEMICAL 1 Aqua AQUA AMMONIA Tank 1 2.2 20 $11,584 ADDITION ' ammonia TANK system 48105 CHEMICAL Sodium SODIUM Tank 1 6.2 20 $11,584 ADDITION Hydroxide HYDROXIDE System TANK 2223 CHEMICAL Sulfuric Acid SULFURIC ACID Instrumentation 1 6.2 15 $3,218 ADDITION Systems BULK TANK LEVEL TRANSMITTER 2227 CHEMICAL Sodium SOD Instrumentation 1 6.2 10 $3,861 ADDITION Hydroxide HYDROXIDE System DAY TANK ELECTRODE 2228 CHEMICAL Sodium SOD HYPO BULK Instrumentation 1 6.2 15 $3,218 ADDITION Hypochlorite TANK LEVEL System TRANSMITTER 2226 CHEMICAL Sodium SOD Instrumentation 1 6.2 15 $3,218 ADDITION Hydroxide HYDROXIDE System BULK TANK LEVEL TRANSMITTER Document No. 1 AMUC Condition Assessment Summary Jacobs 1 Asset Process Location Description Asset Type Condition Final Remaining ' Replacement Tag Area Score Risk Useful Life Cost Score 48106 CHEMICAL Sodium SOD Tank 1 6.2 20 $11,584 ADDITION Hydroxide HYDROXIDE System DAY TANK 29017 CHEMICAL Corrosion CORROSION Metering Pump 1 6.2 10 $2,317 ADDITION Inhibitor INHIBITOR System PUMP 1 P-66-1 29018 CHEMICAL Corrosion CORROSION Metering Pump 1 6.2 10 $2,317 ADDITION Inhibitor INHIBITOR System PUMP 2 P-66-2 29011 CHEMICAL Scale SCALE Metering Pump 1 6.2 10 $2,317 ADDITION Inhibitor INHIBITOR FEED System PUMP 1 P-62-1 29012 CHEMICAL Scale SCALE Metering Pump 1 6.2 10 $2,317 ADDITION Inhibitor INHIBITOR FEED System PUMP 2 P-62-2 48001 CHEMICAL Scale SCALE ( SCADA 1 6.2 10 $19,307 ADDITION Inhibitor INHIBITOR System SCALE 29014 CHEMICAL Sodium SOD Metering Pump 1 6.2 10 $2,317 ADDITION Hydroxide HYDROXIDE System FEED PUMP 2 P- 64-2-2 29016 CHEMICAL Sodium SOD Metering Pump 1 6.2 10 $2,317 ADDITION Hydroxide HYDROXIDE System FEED PUMP 4 P- 64-2-4 29110 CHEMICAL Sodium SOD HYPO FEED Metering Pump 1 6.2 10 $2,317 ADDITION Hypochlorite PUMP 6 P68-2- System 6 29111 CHEMICAL Sodium SOD HYPO FEED Metering Pump 1 6.2 10 $2,317 ADDITION Hypochlorite PUMP 7 P68-2- System 7 Document No. 1 1. 6 I AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 29112 CHEMICAL Sodium SOD HYPO FEED Metering Pump I 1 6.2 10 $2,317 ADDITION Hypochlorite PUMP 8 P68-2- System 8 8202 CHEMICAL Sodium SOD Control Panel 1 6.2 15 $15,446 ADDITION Hydroxide HYDROXIDE System RELAY PANEL 1- 2 8210 CHEMICAL Sodium SOD Control Panel 1 6.2 15 $15,446 ADDITION Hydroxide HYDROXIDE System RELAY PANEL 3- 4 8206 CHEMICAL Sodium SOD HYPO Control Panel I 1 6.2 15 $15,446 ADDITION Hypochlorite ALARM PANEL System 29305 CHEMICAL Sodium SOD HYPO Centrifugal 1 6.2 10 $25,743 ADDITION Hypochlorite TRANSFER Pump System PUMP 2 P-68-2 Horizontal 8205 CHEMICAL Sodium SOD Control Panel 1 6.2 15 $15,446 ADDITION Hydroxide HYDROXIDE System ALARM PANEL 29013 CHEMICAL Sodium SOD Metering Pump 1 6.2 10 $2,317 ADDITION Hydroxide HYDROXIDE System FEED PUMP 1 P- 64-2-1 8212 CHEMICAL Sodium SOD HYPO Control Panel 1 6.2 15 $15,446 ADDITION Hypochlorite RELAY PANEL 5- System 6 29304 I CHEMICAL Sodium SOD HYPO Centrifugal 1 6.2 10 $25,743 ADDITION Hypochlorite TRANSFER Pump System PUMP 1 P-68-1 Horizontal 29109 CHEMICAL Sodium SOD HYPO FEED Metering Pump 1 6.2 10 $2,317 ADDITION Hypochlorite PUMP 5 P68-2- System 5 Document No. 1 AMUC Condition Assessment Summary Jacobs 1 Asset Process Location Description Asset Type Condition ' Final Remaining Replacement Tag Area Score Risk Useful Life Cost L Score 29113 CHEMICAL Aqua AQUA AMMONIA Metering Pump 1 2.2 10 $2,317 ADDITION ammonia PUMP 1 P-70-1 system 29114 CHEMICAL Aqua AQUA AMMONIA Metering Pump 1 2.2 10 $2,317 ADDITION ammonia PUMP 2 P-70-2 system 4.3.3 RO Filtration Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 2801 RO Ops Bldg- PERMEATE Instrumentation 5 29.7 0 $3,861 FILTRATION Membrane CONDUCTIVITY Area METER 3803 RO Ops Bldg- PERMEATE PH Instrumentation 5 29.7 0 $3,861 FILTRATION Membrane METER Area 78002 RO Ops Bldg- REJECTFEED TO Valve Actuator 2 11.4 15 $12,871 FILTRATION Membrane WASTE MOV Area 2806 RO Membrane TRAIN 2 Instrumentation 2 11.4 11 $3,861 FILTRATION 2 CONCENTRATE CONDUCTIVITY METER 31509 RO Membrane MEMBRANE Motor 2 11.4 15 $25,743 FILTRATION 1 FEED PUMP 1 MOTOR 31510 RO Membrane MEMBRANE Motor 2 11.4 15 $25,743 FILTRATION 2 FEED PUMP 2 MOTOR Document No. 1 1611 AMUC Condition Assessment Summary Jacobs Asset Process Location ' Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 22201 RO Membrane MEMBRANE Centrifugal 2 11.4 8 $25,743 FILTRATION 1 FEED PUMP 1 Pump Horizontal 22202 RO Membrane MEMBRANE Centrifugal 2 11.4 8 $25,743 FILTRATION 2 FEED PUMP 2 Pump Horizontal 79105 RO TRAIN 2 TRAIN 2 Pressure Relief 2 11.4 11 $6,436 FILTRATION VALVES PERMEATE Valve PRESSURE RELIEF STAGE 1 VALVE 3 70901 RO Membrane RO MEMBRANE Filter 2 11.4 15 $96,535 FILTRATION 1 1 STRUCTURE RO Membrane TRAIN 2 STAGE Instrumentation 2 7.1 11 $3,218 FILTRATION 2 2 DELTA PRESSURE TRANSMITTER 79202 RO TRAIN 2 TRAIN 2 1ST Valve 2 11.4 15 $6,436 FILTRATION VALVES STAGE PERMEATE BACKPRESSURE VALVE 4 79106 RO TRAIN 2 TRAIN 2 Pressure Relief 2 11.4 11 $6,436 FILTRATION VALVES PERMEATE Valve PRESSURE RELIEF STAGE 2 VALVE 2 12504 RO Membrane RO MEMBRANE Control Panel 2 11.4 11 $15,446 FILTRATION 2 2 CONTROL PANEL 79102 RO High HS PRESSURE Pressure Relief 2 11.4 11 $6,436 FILTRATION Service RELIEF VALVE Valve Pump Station Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 78467 RO TRAIN 1 TRAIN 1 Valve 2 11.4 15 $6,436 FILTRATION VALVES MEMBRANE FEED PUMP CHECK VALVE 78458 RO TRAIN 2 TRAIN 2 Valve 2 11.4 15 $6,436 FILTRATION VALVES PERMEATE BYPASS CHECK VALVE 6 79201 RO TRAIN 1 TRAIN 1 1ST Valve 2 11.4 15 $6,436 FILTRATION VALVES STAGE PERMEATE BACKPRESSURE VALVE 4 5109 RO Membrane TRAIN 2 STAGE Flow Meter 2 11.4 23 $25,743 FILTRATION 2 2CONCENTRATE FLOWMETER 5112 RO Membrane TRAIN 2 TOTAL Flow Meter 2 11.4 23 $25,743 FILTRATION 2 PERMEATE FLOWMETER 12503 RO Membrane RO MEMBRANE Control Panel 2 11.4 11 $15,446 FILTRATION 1 1 CONTROL PANEL 5110 RO Membrane TRAIN 2 STAGE Flow Meter 2 11.4 23 $25,743 FILTRATION 2 2 PERMEATE FLOWMETER 79104 RO TRAIN 1 TRAIN 1 Pressure Relief 2 11.4 11 $6,436 FILTRATION VALVES PERMEATE Valve PRESSURE RELIEF STAGE 2 VALVE 2 79107 RO TRAIN 1 TRAIN 1 Pressure Relief 2 11.4 11 $6,436 FILTRATION VALVES PERMEATE Valve PRESSURE RELIEF STAGE 1 VALVE 3 Document No. 1 1611 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 2805 RO Membrane TRAIN 1 Instrumentation 2 11.4 11 $3,861 FILTRATION 1 CONCENTRATE CONDUCTIVITY METER 2240 RO Reject Reject Pond Instrumentation 2 11.4 11 $3,218 FILTRATION Pond Level Transmitter 5108 RO Membrane TRAIN 1 STAGE Flow Meter 2 11.4 23 $25,743 FILTRATION 1 2 PERMEATE FLOWMETER 5107 RO Membrane TRAIN 1 STAGE Flow Meter 2 11.4 23 $25,743 FILTRATION 1 2CONCENTRATE FLOWMETER 5111 RO Membrane TRAIN 1 TOTAL Flow Meter 2 11.4 23 $25,743 FILTRATION 1 PERMEATE FLOWMETER 2210 RO Membrane TRAIN 1 STAGE Instrumentation 2 11.4 11 $3,218 FILTRATION 1 2 DELTA PRESSURE TRANSMITTER 2216 RO Membrane TRAIN 1 STAGE Instrumentation 2 11.4 11 $3,218 FILTRATION 1 1 PERMEATE PRESSURE TRANSMITTER 2206 RO Membrane TRAIN 1 STAGE Instrumentation 2 11.4 $3,218 FILTRATION 1 1 FEED PRESSURE TRANSMITTER 2208 RO Membrane TRAIN 1 STAGE Instrumentation 2 11.4 $3,218 FILTRATION 1 1 DELTA PRESSURE TRANSMITTER 2209 RO Membrane TRAIN 2 STAGE Instrumentation 2 11.4 $3,218 FILTRATION 2 1 DELTA Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score PRESSURE TRANSMITTER 2211 RO Membrane TRAIN 2 STAGE Instrumentation 2 11.4 11 $3,218 FILTRATION 2 2 DELTA PRESSURE TRANSMITTER 2212 RO Membrane TRAIN 1 STAGE Instrumentation 2 11.4 11 $3,218 FILTRATION 1 2 PERMEATE PRESSURE TRANSMITTER 2214 RO Membrane TRAIN 2 STAGE Instrumentation 2 11.4 11 $3,218 FILTRATION 2 2 PERMEATE PRESSURE TRANSMITTER RO Membrane TRAIN 1 STAGE Instrumentation 2 7.1 11 $3,218 FILTRATION 1 2 CONCENTRATE PRESSURE TRANSMITTER RO Membrane Train 2 STG 2 Instrumentation 2 7.1 11 $3,218 FILTRATION 2 Conc Pressure 70902 RO Membrane RO MEMBRANE Filter 2 11.4 15 $96,535 FILTRATION 2 2 STRUCTURE 78003 RO Ops Bldg- BYPASS BLEND Valve Actuator 1 11.4 20 $12,871 FILTRATION Membrane MOV Area 2217 RO Membrane TRAIN 2 STAGE Instrumentation 1 6.2 15 $3,218 FILTRATION 2 1 PERMEATE PRESSURE TRANSMITTER 2207 RO Membrane TRAIN 2 STAGE Instrumentation 1 6.2 15 $3,218 FILTRATION ' 2 1 FEED PRESSURE TRANSMITTER Document No. 1 161 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Finat Remaining Replacement Tag Area Score Risk Useful Life Cost Score 6304 RO Membrane TRAIN 2 Instrumentation 1 6.2 10 $3,861 FILTRATION 2 CONCENTRATE FLOW DISPLAY 78454 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 FILTRATION VALVES PERMEATE BYPASS CHECK VALVE 6 78797 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 FILTRATION VALVES PERMEATE BYPASS VALVE 6 78772 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 FILTRATION VALVES PERMEATE BYPASS VALVE 6 78452 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 FILTRATION VALVES PERMEATE CHECK VALVE 6 78457 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 FILTRATION VALVES CONCENTRATE CHECK VALVE 2 78468 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 FILTRATION VALVES MEMBRANE FEED PUMP CHECK VALVE 78453 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 FILTRATION VALVES CONCENTRATE CHECK VALVE 2 78456 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 FILTRATION VALVES PERMEATE CHECK VALVE 6 787105 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 FILTRATION VALVES PERMEATE ISOLATION VALVE Document No.1 AMUC Condition Assessment Summary Jacobs 1 i Asset Process 1 Location Description Asset Type Condition Final Remaining Replacement Tag Area 1 Score Risk Useful Life Cost Score 78005 RO TRAIN 2 TRAIN 2 Valve Actuator 1 6.2 20 $12,871 FILTRATION VALVES CONCENTRATE CONTROL MOV 78001 RO TRAIN 2 TRAIN 2 Valve Actuator 1 6.2 20 $12,871 FILTRATION VALVES MEMBRANE FEED PUMP MOV 78774 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 FILTRATION VALVES MEMBRANE FEED PUMP 1 SUCTION VALVE 6 78004 RO TRAIN 1 TRAIN 1 Valve Actuator 1 6.2 20 $12,871 FILTRATION VALVES CONCENTRATE CONTROL MOV 10017 RO j Ops Bldg- MEMBRANE Variable 1 6.2 15 $32,178 FILTRATION MCC Room FEED PUMP 1 Frequency Drive VFD 79211 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 FILTRATION VALVES CONCENTRATE CONTROL VALVE 10018 RO Ops Bldg- MEMBRANE Variable 1 6.2 15 $32,178 FILTRATION MCC Room FEED PUMP 2 Frequency Drive VFD 79208 RO Ops Bldg- BYPASS BLEND Valve 1 6.2 20 $6,436 FILTRATION Membrane MOV INLET Area ISOLATION VALVE 3 79209 RO Ops Bldg- BYPASS BLEND Valve 1 6.2 20 $6,436 FILTRATION Membrane MOV OUTLET Area ISOLATION VALVE 3 787103 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 FILTRATION VALVES PERMEATE Document No. 1 • AMUC Condition Assessment Summary ,Jacobs Asset Process Location Description Asset Type Condition I Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score ISOLATION VALVE 79210 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 FILTRATION VALVES CONCENTRATE CONTROLVALVE 78758 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 FILTRATION VALVES MEMBRANE FEED PUMP 1 SUCTION VALVE 6 78006 RO TRAIN 1 TRAIN 1 Valve Actuator 1 6.2 20 $12,871 FILTRATION VALVES MEMBRANE FEED PUMP MOV RO Ops Bldg- CCW ISOLATION Valve 1 7.7 20 $6,436 FILTRATION Membrane VALVE SOUTH Area WALL 6 78706 RO Ops Bldg- CCR ISOLATION Valve 1 6.2 20 $6,436 FILTRATION Membrane VALVE SOUTH Area WALL 6 RO Ops Bldg- CCW ISOLATION Valve 1 3.4 20 $6,436 FILTRATION Membrane VALVE SOUTH Area WALL 6 RO Ops Bldg- CCW ISOLATION Valve 1 3.4 20 $6,436 FILTRATION Membrane VALVE SOUTH Area WALL 6 78705 RO Ops Bldg- CFW ISOLATION Valve 1 6.2 20 $6,436 FILTRATION Membrane VALVE SOUTH Area WALL 6 4.3.4 RO Cleaning Document No. 1 AMUC Condition Assessment Summary Jacobs . ___ 111- Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 31511 RO Ops Bldg- MEMBRANE Motor 2 11.4 15 $25,743 CLEANING Membrane CLEANING SYSTEM Cleaning PUMP MOTOR Area 20010 RO Ops Bldg- MEMBRANE Centrifugal 2 11.4 8 $25,743 CLEANING Membrane CLEANING Pump SYSTEM Cleaning PUMP Horizontal Area 12214 RO Ops Bldg- MEMBRANE Control Panel 2 11.4 11 $15,446 CLEANING Membrane CLEANING SYSTEM Cleaning CONTROL Area PANEL 48101 RO Ops Bldg- MEMBRANE Tank 2 11.4 15 $11,584 CLEANING Membrane CLEANING SYSTEM Cleaning TANK Area 2205 RO Ops Bldg- MEMBRANE Instrumentation 2 11.4 11 $3,218 CLEANING Membrane CLEANING SYSTEM Cleaning LEVEL Area TRANSMITTER 787101 RO Ops Bldg- MEMBRANE Valve 2 11.4 15 $6,436 CLEANING Membrane CLEANING SYSTEM Cleaning PUMP INLET Area VALVE 10 70002 RO Ops Bldg- CLEANING Filter 1 6.2 15 $38,614 CLEANING Membrane SYSTEM SYSTEM Cleaning CARTRIDGE Area FILTER 78793 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES IINTERSTAGE SYSTEM CLEANING ISOLATION HIGH VALVE 6 78778 R0 TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM SUPPLY 1ST Document No. 1 6l1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type i Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score STAGE HIGH VALVE 6 78777 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM j RETURN COMMON LOW VALVE 6 78759 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM SUPPLY COMMON LOW VALVE 6 78780 RO TRAIN 2 TRAIN 2 STAGE Valve 1 6.2 20 $6,436 CLEANING VALVES 1 CLEANING SYSTEM RETURN HIGH VALVE 6 78765 RO TRAIN 1 TRAIN 1 STAGE Valve 1 6.2 20 $6,436 CLEANING VALVES 1 CLEANING SYSTEM RETURN HIGH VALVE 6 78779 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM SUPPLY SIDE ISOLATION LOW VALVE 6 78794 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES PERMEATE SYSTEM CLEANING RETURN ISOLATION VALVE 3 78796 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES PERMEATE SYSTEM CLEANING RETURN COMMON VALVE 3 Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition I Final Remaining Replacement Tag Area Score ! Risk Useful Life Cost Score 78768 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES PERMEATE SYSTEM CLEANING RETURN ISOLATION VALVE 3 78770 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES PERMEATE SYSTEM CLEANING RETURN COMMON VALVE 3 79205 RO Ops Bldg- CLEANING Valve 1 6.2 20 $6,436 CLEANING Membrane SYSTEM SYSTEM I Cleaning CARTRIDGE Area FILTER OUTLET VALVE 6 79207 RO Ops Bldg- MEMBRANE Valve 1 6.2 20 $6,436 CLEANING Membrane CLEANING SYSTEM Cleaning TANK Area ISOLATION VALVE LEVEL XMITTER 4 78703 RO Ops Bldg- MEMBRANE Valve 1 6.2 20 $6,436 CLEANING Membrane CLEANING SYSTEM Cleaning PUMP RETURN Area VALVE 3 78704 RO Ops Bldg- MEMBRANE Valve 1 6.2 20 $6,436 CLEANING Membrane CLEANING SYSTEM Cleaning TANK DRAIN Area VALVE 6 79204 RO Ops Bldg- CLEANING Valve 1 6.2 20 $6,436 CLEANING Membrane SYSTEM SYSTEM Cleaning CARTRIDGE Area FILTER INLET VALVE 6 Document No.1 16I1 AMUC Condition Assessment Summary ,iacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 78762 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM RETURN COMMON LOW VALVE 6 78764 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM SUPPLY SIDE ISOLATION LOW VALVE 6 78766 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM RETURN SIDE ISOLATION LOW VALVE 6 78795 RO TRAIN 2 TRAIN 2 STAGE Valve 1 6.2 20 $6,436 CLEANING VALVES 2 CLEANING SYSTEM SUPPLY HIGH VALVE 6 78767 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES INTERSTAGE SYSTEM CLEANING ISOLATION HIGH VALVE 6 78792 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM RETURN SIDE ISOLATION LOW VALVE 6 78763 RO TRAIN 1 TRAIN 1 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM SUPPLY 1ST STAGE HIGH VALVE 6 78769 RO TRAIN 1 TRAIN 1 STAGE Valve 1 6.2 20 $6,436 CLEANING VALVES 2 CLEANING SYSTEM Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score ' _ I SUPPLY HIGH VALVE 6 78775 RO TRAIN 2 TRAIN 2 Valve 1 6.2 20 $6,436 CLEANING VALVES CLEANING SYSTEM SUPPLY COMMON LOW VALVE 6 5113 RO Ops Bldg- MEMBRANE Flow Meter 1 6.2 30 $25,743 CLEANING Membrane CLEANING SYSTEM Cleaning FLOWMETER Area 4.3.5 Finished Water Storage Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score ! Risk Useful Life Cost Score 2502 FINISHED Transfer PRODUCT Instrumentation 5 29.7 0 $7,079 WATER Pump TRANSFER STORAGE Station CHLORINE ANALYZERCL17 3805 FINISHED Transfer PRODUCT Instrumentation 5 29.7 0 $3,861 WATER Pump TRANSFER PH STORAGE Station METER 64122 FINISHED Transfer PRODUCT Piping 5 29.7 0 $64,356 WATER Pump TRANSFER STORAGE Station j CHEMICAL INJECTION MANIFOLD 2803 FINISHED Transfer PRODUCT Instrumentation 5 29.7 0 $3,861 WATER Pump TRANSFER STORAGE Station CONDUCTIVITY METER Document No. 1 I6 ! 1 AMUC Condition Assessment Summary vacobs ______ FINISHED Transfer TRANSFER Flow Meter 5 20.2 0 $25,743 WATER Pump SAMPLE PANEL STORAGE Station FLOWMETER 33511 FINISHED Transfer PRODUCT Motor 2 11.4 15 $25,743 WATER Pump TRANSFER PUMP STORAGE Station 3 MOTOR 21511 FINISHED Transfer PRODUCT Vertical Turbine 2 11.4 15 $64,356 WATER Pump TRANSFER PUMP Pump STORAGE j Station 3 33509 FINISHED Transfer PRODUCT Motor 2 11.4 15 $25,743 WATER Pump TRANSFER PUMP STORAGE Station 1 MOTOR 33510 FINISHED Transfer PRODUCT Motor 2 11.4 15 $25,743 WATER Pump TRANSFER PUMP STORAGE Station 2 MOTOR 21509 FINISHED Transfer PRODUCT Vertical Turbine 2 11.4 15 $64,356 WATER Pump TRANSFER PUMP Pump STORAGE Station 1 21510 I FINISHED Transfer PRODUCT Vertical Turbine 2 11.4 15 $64,356 WATER Pump TRANSFER PUMP Pump I STORAGE Station 2 78448 FINISHED Transfer PRODUCT Valve 2 11.4 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 2 CHECK VALVE 8 78449 FINISHED Transfer PRODUCT Valve 2 11.4 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 3 CHECK VALVE 8 5114 FINISHED Transfer PRODUCT Row Meter 2 11.4 23 $25,743 WATER Pump TRANSFER STORAGE Station FLOWMETER 78747 FINISHED Transfer PRODUCT Valve 2 11.4 15 $6,436 WATER Pump TRANSFER STORAGE Station FLOWMETER OUTLET ISOLATION VALVE 16 Document No. 1 AMUC Condition Assessment Summary Jacobs 78744 FINISHED Transfer PRODUCT Valve 2 11.4 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 1 DISCHARGE VALVE 8 78447 FINISHED Transfer PRODUCT Valve 2 11.4 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 1 CHECK VALVE 8 78746 FINISHED Transfer PRODUCT Valve 2 11.4 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 3 DISCHARGE VALVE 8 78745 FINISHED Transfer PRODUCT Valve 1 11.4 20 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 2 DISCHARGE VALVE 8 2220 FINISHED Transfer PRODUCT Instrumentation 1 6.2 15 $3,218 WATER Pump TRANSFER LEVEL STORAGE Station TRANSMITTERS 10004 FINISHED Ops Bldg- PRODUCT Variable 1 6.2 15 $32,178 WATER MCC Room TRANSFER PUMP Frequency Drive STORAGE 1 VFD 10005 FINISHED Ops Bldg- PRODUCT Variable 1 6.2 15 $32,178 WATER MCC Room !, TRANSFER PUMP Frequency Drive STORAGE , 2 VFD 10006 FINISHED Ops Bldg- ' PRODUCT Variable 1 6.2 15 $32,178 WATER MCC Room TRANSFER PUMP Frequency Drive STORAGE 3 VFD 78750 FINISHED Transfer PRODUCT Valve 1 6.2 20 $6,436 WATER Pump TRANSFER STORAGE Station SUPPLY WATER DISCHARGE VALVE 4 78748 FINISHED Transfer PRODUCT Valve 1 6.2 20 $6,436 WATER Pump TRANSFER STORAGE Station SUPPLY WATER SUCTION VALVE 6 Document No.1 1 AMUC Condition Assessment Summary 'jacobs _ , 64106 FINISHED Transfer PRODUCT Piping 1 6.2 20 $64,356 WATER Pump TRANSFER STORAGE Station PIPING SYSTEM 79004 FINISHED Transfer PRODUCT Air Relief Valve 1 6.2 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 1 ARV 1 79005 FINISHED Transfer PRODUCT Air Relief Valve 1 6.2 15 $6,436 WATER Pump TRANSFER PUMP STORAGE j Station 2 ARV 1 79006 FINISHED Transfer PRODUCT Air Relief Valve 1 6.2 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station 3 ARV 1 FINISHED Transfer PRODUCT Air Relief Valve 1 3.4 15 $6,436 WATER Pump TRANSFER PUMP STORAGE Station HEADER ARV 69120 FINISHED AM-Water PRODUCT Wet Well 1 2.7 25 $51,485 WATER Treatment TRANSFER WET STORAGE Plant WELL 81201 j FINISHED Crom Tank Crom Tank Tank 1 6.2 20 $11,584 WATER STORAGE 4.3.6 Finished Water Pumping Asset Process Location Description Asset Type ; Condition Final Remaining Replacement Tag Area • Score Risk Useful Life ' Cost Score 31508 FINISHED High HIGH SERVICE Motor 4 21.9 5 $25,743 WATER Service PUMP 5 MOTOR PUMPING Pump Station 20603 FINISHED High HIGH SERVICE Centrifugal 4 21.9 3 $25,743 WATER Service PUMP 3 Pump PUMPING Pump Horizontal Station Document No. 1 AMUC Condition Assessment Summary Jacobs _____ _ Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score FINISHED High HSPS CHEMICAL Piping 2 11.9 15 $64,356 WATER Service INJECTION PUMPING Pump MANIFOLD Station 31504 FINISHED High HIGH SERVICE Motor 2 11.4 15 $25,743 WATER Service PUMP 1 MOTOR PUMPING Pump Station 31506 FINISHED High HIGH SERVICE Motor 2 11.4 15 $25,743 WATER Service PUMP 3 MOTOR PUMPING Pump Station 20601 FINISHED High HIGH SERVICE Centrifugal 2 11.4 8 $25,743 WATER Service PUMP 1 Pump PUMPING Pump Horizontal Station 31507 FINISHED High HIGH SERVICE Motor 2 11.4 15 $25,743 WATER Service PUMP 4 MOTOR PUMPING Pump Station 5115 FINISHED High HS PUMP Flow Meter 2 11.4 23 $25,743 WATER Service EFFLUENT PUMPING Pump FLOWMETER Station 20602 FINISHED High HIGH SERVICE Centrifugal 2 11.4 8 $25,743 WATER Service PUMP 2 Pump PUMPING Pump Horizontal Station 20605 FINISHED High HIGH SERVICE Centrifugal 2 11.4 8 $25,743 WATER Service PUMP 5 Pump PUMPING Pump Horizontal Station 78742 FINISHED High HIGH SERVICE Valve 2 11.4 15 $6,436 WATER Service PRV BLOWOFF PUMPING Pump VALVE 4 Station Document No.1 16 I 1 AMUC Condition Assessment Summary Jacobs , 7 , , _ Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag 1 Area Score Risk Useful Life Cost I Score 20604 FINISHED High HIGH SERVICE Centrifugal 2 11.4 i 8 $25,743 WATER Service PUMP 4 Pump PUMPING Pump Horizontal Station 78446 FINISHED i High HIGH SERVICE Valve 1 11.4 20 $6,436 WATER Service PUMP 5 CHECK PUMPING Pump VALVE 10 Station 10009 FINISHED Ops Bldg- HIGH SERVICE Variable 1 6.2 15 $32,178 WATER MCC PUMP 3 VFD Frequency Drive PUMPING Room 78731 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER j Service PUMP 1 PUMPING Pump DISCHARGE Station VALVE 12 10010 FINISHED Ops Bldg- HIGH SERVICE Variable 1 6.2 15 $32,178 WATER MCC PUMP 4 VFD Frequency Drive PUMPING Room 10011 FINISHED Ops Bldg- HIGH SERVICE Variable 1 6.2 15 $32,178 WATER MCC PUMP 5 VFD Frequency Drive PUMPING Room 2222 FINISHED High HS EFFLUENT Instrumentation 1 6.2 15 $3,218 WATER Service PRESSURE PUMPING Pump TRANSMITTER Station 78443 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 3 CHECK PUMPING Pump VALVE 10 Station 10008 FINISHED Ops Bldg- HIGH SERVICE Variable 1 6.2 15 $32,178 WATER MCC PUMP 2 VFD Frequency Drive PUMPING Room Document No.1 AMUC Condition Assessment Summary Jacobs Asset Process Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 78442 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 2 CHECK PUMPING Pump VALVE 10 Station 78445 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 4 CHECK PUMPING Pump VALVE 10 Station 78441 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service I PUMP 1 CHECK PUMPING Pump VALVE 10 Station 78729 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 5 SUCTION PUMPING Pump VALVE 12 Station 78736 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 6 PUMPING Pump DISCHARGE Station VALVE 12 FUTURE 78725 FINISHED High I HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 2 SUCTION PUMPING Pump VALVE 12 Station 78728 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 4 SUCTION PUMPING Pump VALVE 12 Station 78737 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service ISOLATION PUMPING Pump VALVE BETWEEN Station 3-4 24 10007 FINISHED Ops Bldg- HIGH SERVICE Variable 1 6.2 15 $32,178 WATER MCC PUMP 1 VFD Frequency Drive PUMPING Room Document No. 1 t61 1 AMUC Condition Assessment Summary Jacobs Asset Process ! Location Description Asset Type Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost i Score 31505 FINISHED High HIGH SERVICE Motor 1 6.2 20 $25,743 WATER Service PUMP 2 MOTOR , PUMPING Pump Station 78739 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service FLOWMETER PUMPING Pump UPSTREAM Station ISOLATION VALVE 8 78726 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 3 SUCTION PUMPING Pump VALVE 12 Station 78730 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 6 SUCTION PUMPING Pump VALVE 12 Station FUTURE 78732 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 2 PUMPING Pump DISCHARGE Station VALVE 12 78733 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 3 PUMPING Pump DISCHARGE Station VALVE 12 78740 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER j Service FLOWMETER PUMPING Pump DOWNSTREAM Station ISOLATION VALVE 8 78734 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 4 PUMPING Pump DISCHARGE Station VALVE 12 Document No. 1 AMUC Condition Assessment Summary 1acobs Asset Process Location Description Asset Type . Condition Final Remaining Replacement Tag Area Score Risk Useful Life Cost Score 78735 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 5 PUMPING Pump DISCHARGE Station VALVE 12 64107 FINISHED High HS PUMP PIPING Piping 1 6.2 20 $64,356 WATER Service SYSTEM PUMPING Pump Station 78741 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PRV PUMPING Pump DOWNSTREAM Station ISOLATION VALVE 8 78724 FINISHED High HIGH SERVICE Valve 1 6.2 20 $6,436 WATER Service PUMP 1 SUCTION PUMPING Pump VALVE 12 Station 4.3.7 Cartridge Filtration Asset Process Area Location Description Asset Condition Final Remaining Replacement Tag Type Score Risk Useful Life Cost Score 64104 CARTRIDGE Cartridge CARTRIDGE Piping 2 4.6 15 $64,356 FILTRATION Filter Area FILTER PIPING SYSTEM 70001 CARTRIDGE Cartridge CARTRIDGE Filter 2 4.6 11 $38,614 FILTRATION Filter Area FILTER 1 78798 CARTRIDGE Cartridge CARTRIDGE Valve 1 2.2 20 $6,436 FILTRATION Filter Area FILTER 1 INLET VALVE 12 Document No. 1 161 1 AMUC Condition Assessment Summary Jacobs 79203 CARTRIDGE Cartridge CARTRIDGE Valve 1 2.2 20 $6,436 FILTRATION Filter Area FILTER 1 DRAIN VALVE 4 78799 CARTRIDGE Cartridge CARTRIDGE Valve 1 2.2 20 $6,436 FILTRATION Filter Area FILTER 1 OUTLET VALVE 12 4.3.8 Odor Control Asset Process Location Description Asset Type Condition 1 Final Remaining ' Replacement Tag Area 1 Score : Risk Useful Life 1 Cost Score 3804 ODOR Degassifier DEGASSIFIER PH Instrumentation 5 29.7 0 $3,861 CONTROL Scrubber METER Station 25504 ODOR Degassifier DEGASSIFIER Blower 5 29.7 0 $96,535 CONTROL Scrubber BLOWER 1 Station 2701 ODOR Degassifier DEGASSIFIER ORP Instrumentation 5 29.7 0 $3,861 CONTROL Scrubber METER Station 31309 ODOR Degassifier DEGASSIFIER Motor 3 16.6 10 $25,743 CONTROL Scrubber BLOWER 1 MOTOR Station 31310 ODOR Degassifier RECIRCULATION Motor 2 11.4 15 $25,743 CONTROL Scrubber PUMP 1 MOTOR Station 31311 ODOR Degassifier RECIRCULATION Motor 2 11.4 15 $25,743 CONTROL Scrubber PUMP 2 MOTOR Station 20008 ODOR Degassifier RECIRCULATION Centrifugal 2 11.4 8 $25,743 CONTROL Scrubber PUMP 1 Pump Station Horizontal Document No. 1 AMUC Condition Assessment Summary Jacobs 12704 ODOR Degassifier DEGASSIFICATION Control Panel 2 11.4 11 $15,446 CONTROL Scrubber SCRUBBER Station CONTROL PANEL 2221 ODOR Crom Tank GROUND STORAGE Instrumentation 2 11.4 11 $3,218 CONTROL TANK PRESSURE LEVEL TRANSMITTERS 20009 ODOR Degassifier RECIRCULATION Centrifugal 2 11.4 8 $25,743 CONTROL Scrubber PUMP 2 Pump Station Horizontal 83201 ODOR Degassifier DEGASSIFIER 1 Tank 1 6.2 20 $11,584 CONTROL Scrubber Station 83202 I ODOR Degassifier SCRUBBER 1 Screen 1 6.2 15 $64,356 CONTROL Scrubber Station 78751 ODOR Degassifier DEGASSIFIER Valve 1 6.2 20 $6,436 CONTROL Scrubber EFFLUENT Station ISOLATION VALVE 16 78752 ODOR Degassifier DEGASSIFIER Valve 1 6.2 20 $6,436 CONTROL Scrubber EFFLUENT Station SAMPLER ISOLATION VALVE 4 64105 ODOR Degassifier ' DEGASSIFIER Piping 1 6.2 20 $64,356 CONTROL Scrubber SCRUBBER PIPING Station SYSTEM 78754 ODOR Degassifier RECIRCULATION Valve 1 6.2 20 $6,436 CONTROL Scrubber PUMP 2 SUCTION Station VALVE 4 78450 ODOR Degassifier RECIRCULATION Valve 1 6.2 20 $6,436 CONTROL Scrubber PUMP 1 CHECK Station VALVE 78451 ODOR Degassifier RECIRCULATION Valve 1 6.2 20 $6,436 CONTROL Scrubber PUMP 2 CHECK Station VALVE Document No. 1 16I1 AMUC Condition Assessment Summary Jacobs 78756 ODOR Degassifier RECIRCULATION Valve 1 6.2 20 $6,436 CONTROL Scrubber PUMP 2 DISCHARGE Station VALVE 4 78757 ODOR Degassifier RECIRCULATION Valve 1 6.2 20 $6,436 CONTROL Scrubber PUMP ISOLATION Station VALVE 1-2 4 78753 ODOR Degassifier RECIRCULATION Valve 1 6.2 20 $6,436 CONTROL Scrubber PUMP 1 SUCTION Station VALVE 4 78755 ODOR Degassifier RECIRCULATION Valve 1 6.2 20 $6,436 CONTROL Scrubber PUMP 1 DISCHARGE Station VALVE 4 787102 ODOR Degassifier DEGASSIFIER FEED Valve 1 6.2 20 $6,436 CONTROL Scrubber WATER ISOLATION Station VALVE 16 4.3.9 Support Electrical Asset Process Area Location Description ' Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 11607 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 3 16.6 15 $3,861 ELECTRICAL MCC Room PP-1 Panel 69320 SUPPORT- AM-Water WTP ELECTRICAL Vault 3 7.0 13 $10,297 ELECTRICAL Treatment VAULT Plant 17006 SUPPORT- Ops Bldg- MAIN POWER Breaker 2 11.4 23 $90,099 ELECTRICAL MCC Room PANEL LVSG-1 Panel 11605 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 2 11.4 23 $3,861 ELECTRICAL MCC Room LP-1 Panel 11608 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 2 11.4 23 $3,861 ELECTRICAL MCC Room PP-2 Panel 11606 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 2 11.4 23 $3,861 ELECTRICAL MCC Room LP-2 Panel Document No. 1 AMUC Condition Assessment Summary ‘Jacobs 1 1 _ 11003 SUPPORT- Ops Bldg- MOTOR CONTROL Motor 1 11.4 30 $90,099 ELECTRICAL MCC Room CENTER 1 Control Center 17500 SUPPORT- Ops Bldg- ACCUSINE UNIT Motor 1 6.2 30 $90,099 ELECTRICAL MCC Room Control Center 11004 SUPPORT- Ops Bldg- MOTOR CONTROL Motor 1 6.2 30 $90,099 ELECTRICAL MCC Room CENTER 2 Control Center 4.3.10 Support General. Asset Tag Process ! Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 91503 SUPPORT- Well Site 03 MCC AIR Air 5 29.7. 0 $6,436 GENERAL CONDITIONER Conditioning Well3 Unit 69119 SUPPORT- Sanitary SANITARY PUMP Wet Well 3 16.6 13 $51,485 GENERAL Pump STATION WET WELL Station 78102 SUPPORT- Water Plant 4 WTP DCVA Valve 2 16.6 15 $6,436 GENERAL Main OUTLET VALVE Backflow System WHYDRANT- SUPPORT- Operations WATER HYDRANT Fire Hydrant 2 11.4 11 $1,931 334 GENERAL Building ADJACENT TO OPERATIONS BUILDING Document No.1 1611 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 99501 SUPPORT- AM-Water MAIN ENTRANCE Gate 2 4.6 15 $20,000 GENERAL Treatment GATE Plant 77709 SUPPORT- Chemical Chemical Building Building 2 4.6 15 $45,050 GENERAL Building Structure 91301 SUPPORT- Operations VENTILATOR Fan 2 11.4 11 $3,218 GENERAL Building SOUTHEAST 91302 SUPPORT- Operations VENTILATOR Fan 2 11.4 11 $3,218 GENERAL Building SOUTHWEST 21125 SUPPORT- Ops Bldg- TRENCH SUMP Centrifugal 2 11.4 8 $64,356 GENERAL Membrane PUMP 1 Pump Area Submersible 21126 SUPPORT- Ops Bldg- TRENCH SUMP Centrifugal 2 11.4 8 $64,356 GENERAL Membrane PUMP 2 Pump Area Submersible 12210 SUPPORT- Sanitary SANITARY PUMP Control 2 11.4 11 $15,446 GENERAL Pump STATION CONTROL Panel Station PANEL 78105 SUPPORT- Water Plant 4 WTP RP Assembly Valve 1 6.2 20 $6,436 GENERAL Main Bypass ISOLATION Backflow OUTLET VALVE System 91507 SUPPORT- Operations HVAC Unit 1 Condenser 1 6.2 15 $15,059 GENERAL Building CondenserAddison 91508 SUPPORT- Operations HVAC Unit 2 Condenser 1 6.2 15 $15,059 GENERAL Building CondenserCarrier 8001 SUPPORT- Ops Bldg- Fire Alarm Control Control 1 6.2 15 $15,446 GENERAL Control Panel Panel Room Document No.1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location I Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 64124 SUPPORT- Water Plant WTP MAIN Piping 1 6.2 20 $64,356 GENERAL Main BACKFLOW PIPING Backflow SYSTEM System 78267 SUPPORT- Sanitary SANITARY PUMP 1 Valve 1 6.2 20 $6,436 GENERAL Pump DISCHARGE VALVE Station 78106 SUPPORT- Water Plant 4 WTP RP Assembly Valve 1 6.2 20 $6,436 GENERAL Main Bypass INLET Backflow VALVE System 78107 SUPPORT- Water Plant 4 WTP RP Assembly Valve 1 6.2 20 $6,436 GENERAL Main Bypass OUTLET Backflow VALVE System 78114 SUPPORT- Water Plant 4 WTP DCVA Valve 1 6.2 20 $6,436 GENERAL Main ISOLATION INLET Backflow VALVE System 78104 SUPPORT- Water Plant 4 WTP RP Assembly Valve 1 6.2 20 $6,436 GENERAL Main Bypass ISOLATION Backflow INLET VALVE System 21123 SUPPORT- Sanitary SANITARY STATION Centrifugal 1 6.2 10 $64,356 GENERAL Pump PUMP 1 Pump Station Submersible 78128 , SUPPORT- Operations WATER HYDRANT Valve 1 6.2 20 $6,436 GENERAL Building VALVE ADJACENT TO OPERATIONS BUILDING BACKFLOW- SUPPORT- Chemical 12 WTPWWTP RP Backflow 1 2.2 10 $3,218 417 GENERAL Building Assembly Preventer Document No.1 161 1 AMUC Condition Assessment Summary Jacobs Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 78103 SUPPORT- Water Plant 4 WTP DCVA Valve 1 6.2 20 $6,436 GENERAL Main ISOLATION OUTLET Backflow VALVE System 78120 SUPPORT- WTP Plant IN GROUND WATER Valve 1 6.2 20 $6,436 GENERAL In-Ground VALVE WIV504 8 Valves FEEDS WWTP BACKFLOW 78118 SUPPORT- WTP Plant IN GROUND WATER Valve 1 6.2 20 $6,436 GENERAL In-Ground VALVE FWV504 30 Valves EAST OF CROM- WESTERN 78119 SUPPORT- WTP Plant IN GROUND WATER Valve 1 6.2 20 $6,436 GENERAL In-Ground VALVE DRV1508 Valves NORTH OF CROM 78205 SUPPORT- WTP Plant IN GROUND WATER Valve 1 6.2 20 $6,436 GENERAL In-Ground VALVE WTCS 2 Valves ADJACENT TP WTP BACKFLOW 78115 SUPPORT- Water Plant 4 WTP DCVA INLET Valve 1 6.2 20 $6,436 GENERAL Main VALVE Backflow System 78268 SUPPORT- Sanitary SANITARY PUMP 2 Valve 1 6.2 20 $6,436 GENERAL Pump DISCHARGE VALVE Station BACKFLOW- SUPPORT- Water Plant 4 WTP DCVA Butterfly 1 6.2 20 $5,921 291 GENERAL Main Assembly Valve Backflow System 78117 SUPPORT- WTP Plant IN GROUND WATER Valve 1 6.2 20 $6,436 GENERAL In-Ground VALVE FWV504 30 Valves EAST OF CROM- EASTERN Document No. 1 AMUC Condition Assessment Summary Jacobs i . Asset Tag Process Location Description Asset Type Condition Final Remaining Replacement Area Score Risk Useful Life Cost Score 91304 SUPPORT- Operations VENTILATOR Fan 1 6.2 15 $3,218 GENERAL Building NORTHWEST 91502 SUPPORT- Well Site 02 MCC AIR Air 1 6.2 15 $6,436 GENERAL CONDITIONER Conditioning Well2 Unit BACKFLOW- SUPPORT- Water Plant 4 WTP RP Assembly Butterfly 1 6.2 20 $5,921 292 GENERAL Main Bypass Valve Backflow System 91510 SUPPORT- Operations HVAC Unit1 Air Fan 1 6.2 15 $3,218 GENERAL Building HandlerAddison BACKFLOW- ' SUPPORT- Ops Bldg- OPS BUILDING Hot Butterfly 1 6.2 20 $5,921 78505 GENERAL Water Wtr.Heater Room Valve Heater Room 91511 SUPPORT- Operations HVAC Unit2 Air Fan 1 6.2 15 $3,218 GENERAL Building HandlerCarrier 78466 SUPPORT- Sanitary SANITARY PUMP 2 Valve 1 6.2 20 $6,436 GENERAL Pump CHECK VALVE Station 78465 SUPPORT- Sanitary SANITARY PUMP 1 Valve 1 6.2 20 $6,436 GENERAL Pump CHECK VALVE Station 77101 SUPPORT- AM-Water Operations Building Building 1 2.2 20 $45,050 GENERAL Treatment Plant 4.3.11 Support SCADA Document No. 1 611 AMUC Condition Assessment Summary Jacobs 1 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag ' Score Risk Useful Life Cost Score 9007 SUPPORT- Chemical CHEMICAL Programmable 2 11.4 9 $12,871 SCADA Building FEEDHSP SCADA Logic Controller PANEL 98002 SUPPORT- Ops Bldg- REVERE S2 SCADA 1 6.2 10 $19,307 SCADA Control SERVER Room COMPUTER 98003 SUPPORT- Ops Bldg- REVERE SCADA 1 6.2 10 $19,307 SCADA Control HISTORIAN Room COMPUTER 98004 SUPPORT- Ops Bldg- DATAFLOW SCADA 1 6.2 10 $19,307 SCADA Control COMPUTER Room STATION 98005 SUPPORT- Ops Bldg- DATAFLOW SCADA 1 6.2 10 $19,307 SCADA Control Master Control Room Panel 9008 SUPPORT- Ops Bldg- MAIN WTP Programmable 1 6.2 12 $12,871 SCADA MCC Room SCADA PANEL Logic Controller 98001 SUPPORT- Ops Bldg- REVERE S1 SCADA 1 6.2 10 $19,307 SCADA Control SERVER Room COMPUTER 4.3.12 Support Electrical Asset Process Area Location Description Asset Type Condition ! Final Remaining Replacement Tag Score Risk Useful Life Cost Score 11607 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 3 16.6 15 $3,861 ELECTRICAL MCC Room PP-1 Panel Document No. 1 AMUC Condition Assessment Summary Jacobs ,_ , t 1 69320 SUPPORT- I AM-Water WTP ELECTRICAL ' Vault 3 7.0 13 $10,297 ELECTRICAL Treatment VAULT Plant 17006 SUPPORT- Ops Bldg- MAIN POWER Breaker 2 11.4 23 $90,099 ELECTRICAL MCC Room PANEL LVSG-1 Panel 11605 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 2 11.4 23 $3,861 ELECTRICAL , MCC Room LP-1 Panel I 11608 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 2 11.4 23 $3,861 ELECTRICAL MCC Room PP-2 Panel 11606 SUPPORT- Ops Bldg- LIGHTING PANEL Lighting 2 11.4 23 $3,861 ELECTRICAL MCC Room LP-2 Panel 11003 SUPPORT- Ops Bldg- MOTOR CONTROL Motor 1 11.4 30 $90,099 ELECTRICAL ' MCC Room CENTER 1 Control Center 17500 SUPPORT- Ops Bldg- ACCUSINE UNIT Motor 1 6.2 30 $90,099 ELECTRICAL 1 MCC Room Control I Center 11004 SUPPORT- Ops Bldg- MOTOR CONTROL Motor 1 6.2 30 $90,099 ELECTRICAL I MCC Room CENTER 2 Control Center 4.3.13 Support Generator Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 14103T SUPPORT- WTP WTP Generator Tank 1 6.2 20 $9,653 GENERATOR Generator Fuel Tank Area 14103 SUPPORT- WTP WTP Emergency Generator- 1 6.2 20 $257,426 GENERATOR Generator Generator Emergency Area Document No. 1 161 1 AMUC Condition Assessment Summary ,Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 17202 SUPPORT- Ops Bldg- GENERATOR ATS Automatic 1 6.2 20 $45,050 GENERATOR MCC Room Transfer Switch Document No. 1 AMUC Condition Assessment Summary Jacobs 5. Well Sites 5.1 Risk and Condition Summary To facilitate the Risk scoring process the Well Sites were scored by location. Each asset within the Well Site location received a Consequence and Likelihood score and a Total Risk Score.The Total Risk score for each asset was then averaged resulting in an average Lift Station risk score ranking.This ranking of Well Sites is shown in Figure Well Site Average Risk.The process area Risk scoring is only separated by two scores 3.7and 7.8 giving an average score of 5.5. Figure 14: Lift Station Process Area Average Risk Well Site Average Risk 6 5.9 5.8 5.6 5.4 5.3 5.2 5.2 5 4.8 Well Site 03 Well Site 02 Well Site 01 Document No. 1 16I1 AMUC Condition Assessment Summary Jacobs The overall condition of assets for the Wastewater Treatment Plant scored an average of 1 or Excellent Condition. Of the thirty-seven Well Site assets that were assessed all had a condition score of one or two.The assets at the WWTP have been appropriately maintained and are in line with or outperforming their typical expected useful life estimations.Figure 15:WWTP Condition Summary shows the spread of WWTP asset condition scores Figure 15:WWTP Condition Summary Well Sites Condition Summary Condition Category 2, 14 Condition Category 1,23 • Condition Category 1 • Condition Category 2 5.2 Cost Schedule Using Risk and Condition Scores to prioritize repair and replacement(R&R)schedules allows for an even distribution and forecast of budgets.Asset failure in most cases is not directly tied to age,therefore,asset replacement is ideally based on condition and ability to meet intended levels of service.Appendix D:Well Site Repair and Replacement Estimated Cost Schedule lays out an initial schedule of events over a 20 year period for each Lift Station asset by location.This schedule is intended to be used for planning purposes and cost estimates therein are considered Class 4 and Class 5 and only considers equipment replacement purchase cost. Document No.1 AMUC Condition Assessment Summary Jacobs Figure 8 Well Site Cost Schedule 20 Year Summary shows estimated R&R costs grouped into five-year increments over a 20-year period. Figure 8 Well Site Cost Schedule 20 Year Summary Well Site R&R Spend (in $ millions) 16-20 Year 0.135 11-15 Year 0.339 6-10 Year 0.193 0 0.05 0.1 0.15 0.2 0.25 0.3 0.35 0.4 5.3 Condition Assessment Summary The following sections summarize each asset by Well Site including condition score, risk score, remaining useful life and estimated replacement cost. Results are filtered by Condition Score then Final Risk Score, high score to low score.Appendix C: Lift Station Condition Details has each individual assessment form completed during the assessment for detailed review 5.3.1 Well Site 01 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 2231 RAW WATER Well Site WELL 1 Instrumentation 2 7.8 11 $3,218 PUMPING 01 PRESSURE TRANSMITTER 5208 RAW WATER Well Site WELL 1 Flow Meter 2 7.8 23 $25,743 PUMPING 01 FLOWMETER Water Specialties Document No. 1 1611 AMUC Condition Assessment Summary Jacobs 2230 RAW WATER Well Site WELL 1 LEVEL Instrumentation 2 7.8 11 $3,218 PUMPING 01 TRANSMITTER 64114 RAW WATER Well Site WELL PUMP 1 Piping 2 7.8 15 $64,356 PUMPING 01 PIPING — —r i 10023 RAW WATER Well Site WELL PUMP 1 Variable 1 3.7 15 $32,178 PUMPING 01 VFD Frequency Drive 78701 RAW WATER Well Site WELL 1 PUMP Valve 1 3.7 20 $6,436 PUMPING 01 DISCHARGE BUTTERFLY VALVE 6 78427 RAW WATER Well Site WELL 1 PUMP Valve 1 3.7 20 $6,436 PUMPING 01 CHECK VALVE 6 78738 RAW WATER Well Site WELL 1 Valve 1 3.7 20 $6,436 PUMPING 01 DISCHARGE BYPASS BUTTERFLY VALVE 6 34501 RAW WATER Well Site WELL PUMP 1 Motor 1 3.7 20 $25,743 PUMPING 01 MOTOR --; 21127 RAW WATER Well Site WELL PUMP 1 Centrifugal 1 3.7 10 $64,356 PUMPING 01 Pump Submersible 68003 RAW WATER Well Site Well Site 01 Grounds,Site 1 3.7 30 $96,535 PUMPING 01 `I I . 5.3.2 Well.Site 02 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 2232 RAW WATER Well Site WELL 2 LEVEL Instrumentation 2 7.8 11 $3,218 PUMPING 02 TRANSMITTER Document No.1 AMUC Condition Assessment Summary Jacobs 1 i Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 12212 RAW WATER Well Site WELL PUMP 2 Control Panel 2 7.8 11 $15,446 PUMPING 02 RTU CONTROL PANEL 5206 j RAW WATER Well Site WELL 2 Flow Meter 2 7.8 23 $25,743 4 PUMPING 02 FLOWMETER Water Specialties 64115 RAW WATER Well Site WELL PUMP 2 Piping 2 7.8 15 $64,356 PUMPING 02 PIPING 10013 RAW WATER Well Site WELL PUMP 2 Variable 2 7.8 11 $32,178 PUMPING 02 VFD Frequency Drive 11006 RAW WATER Well Site WELL PUMP 2 Motor Control 1 3.7 30 $90,099 PUMPING 02 MCC Center 78749 RAW WATER Welt Site WELL 2 Valve 1 3.7 20 $6,436 PUMPING 02 DISCHARGE BYPASS BUTTERFLY VALVE 6 78428 RAW WATER Well Site WELL 2 PUMP Valve 1 3.7 20 $6,436 PUMPING 02 CHECK VALVE 6 2233 RAW WATER Well Site WELL 2 Instrumentation 1 3.7 15 $3,218 PUMPING 02 1 PRESSURE I TRANSMITTER 78716 RAW WATER Well Site WELL 2 PUMP Valve 1 3.7 20 $6,436 PUMPING 02 DISCHARGE BUTTERFLY VALVE 6 34502 RAW WATER Well Site WELL PUMP 2 Motor 1 3.7 20 $25,743 PUMPING 02 MOTOR Document No. 1 16I1 AMUC Condition Assessment Summary ,ill Jacobs Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 21128 RAW WATER Well Site WELL PUMP 2 Centrifugal 1 3.7 10 $64,356 PUMPING 02 Pump Submersible 68004 RAW WATER Well Site Well Site 02 Grounds,Site 1 3.7 30 $96,535 PUMPING 02 5.3.3 Well Site 03 Asset Process Area Location Description Asset Type Condition Final Remaining Replacement Tag Score Risk Useful Life Cost Score 2235 RAW WATER Well Site WELL 3 Instrumentation 2 7.8 11 $3,218 PUMPING 03 PRESSURE TRANSMITTER 2234 RAW WATER Well Site WELL 3 LEVEL Instrumentation 2 7.8 11 $3,218 PUMPING 03 TRANSMITTER 12213 RAW WATER Well Site WELL PUMP 3 Control Panel 2 7.8 11 $15,446 PUMPING 03 RTUCONTROL PANEL 5207 RAW WATER Well Site WELL 3 Flow Meter 2 7.8 23 $25,743 PUMPING 03 FLOWMETER Water Specialties 64116 RAW WATER Well Site WELL PUMP 3 Piping 2 7.8 15 $64,356 PUMPING 03 PIPING 10014 RAW WATER Well Site WELL PUMP 3 Variable 1 7.8 15 $32,178 PUMPING 03 VFD Frequency Drive 11007 RAW WATER Well Site WELL PUMP 3 Motor Control 1 7.8 30 $90,099 PUMPING 03 MCC Center Document No. 1 AMUC Condition Assessment Summary Jacobs Asset Process Area Location Description Asset Type Condition ' Final Remaining Replacement Tag Score Risk Useful Life Cost Score 78760 RAW WATER Well Site WELL 3 Valve 1 3.7 20 $6,436 PUMPING 03 DISCHARGE BYPASS BUTTERFLY VALVE 6 78429 RAW WATER Well Site WELL 3 PUMP Valve 1 3.7 20 $6,436 PUMPING 03 CHECK VALVE 6 78727 RAW WATER Well Site WELL 3 PUMP Valve 1 3.7 20 $6,436 PUMPING 03 DISCHARGE BUTTERFLY VALVE 6 34503 RAW WATER Well Site WELL PUMP 3 Motor 1 3.7 20 $25,743 PUMPING 03 MOTOR 21129 RAW WATER Well Site WELL PUMP 3 Centrifugal 1 3.7 10 $64,356 PUMPING 03 Pump Submersible 68005 RAW WATER Well Site Well Site 03 Grounds,Site 1 3.7 30 $96,535 PUMPING 03 Document No. 1 16 I 1 AMUC Condition Assessment Summary Jacobs Appendix A. Wastewater Treatment Plant Detailed Assessment Forms Document No. 1 AMUC Condition Assessment Summary Jacobs Appendix B. Lift Station Plant Detailed Assessment Forms Document No.1 16 L AMUC Condition Assessment Summary vacs s Appendix C. Water Treatment Plant and Well Site Detailed Assessment Forms Document No. 1 AMUC Condition Assessment Summary Jacobs Appendix D. Wastewater Treatment Plant Repair and Replacement Schedule Document No.1 16 I I AMUC Condition Assessment Summary Jacobs Appendix E. Lift Station Repair and Replacement Schedule Document No. 1 AMUC Condition Assessment Summary Jacobs Appendix F. Water Treatment Plant Repair and Replacement Schedule Document No. 1 AMUC Condition Assessment Summary Jacobs Appendix G. Well Site and Replacement Schedule Document No.1 AMUC Condition Assessment Summary Jacobs Appendix H. Risk Scores Document No. 1 16I1 TERRENO COMMUNITY DEVELOPMENT DISTRICT c/o Special District Services, Inc. 2501 Burns Road, Suite A Palm Beach Gardens, Florida 33410 (561) 630-4922 Fax: (561) 630-4923 September 15, 2023 VIA CERTIFIED MAIL— RETURN RECEIPT REQUESTED Clerk of the Circuit Court Collier County Courthouse 3315 Tamiami Trail East, #102 Naples, Florida 34112-5324 Re: Terreno Community Development District To Whom It May Concern: Pursuant to Florida law, enclosed please find a copy of the following documents relative to the above referenced community development district: 1.) Fiscal Years 2023/2024 Meeting Schedules If you have any questions or comments,please contact our office. Sincerely, SPECIAL DISTRICT SERVICES, INC. Laura J. Archer Enclosures " I ' TERRENO COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2023/2024 REGULAR MEETING SCHEDULE NOTICE IS HEREBY GIVEN that the Board of Supervisors of the Terreno Community Development District will hold Regular Meetings at the Golf Club of the Everglades located at 8835 Vanderbilt Beach Rd., Naples, Florida 34120 at 9:00 a.m. on the following dates: October 9, 2023 November 13, 2023 December 11, 2023 January 8, 2024 February 12, 2024 March 11, 2024 April 8, 2024 May 13, 2024 June 10, 2024 July 8, 2024 August 12, 2024 September 9, 2024 The purpose of the meetings is to conduct any business coming before the Board. Meetings are open to the public and will be conducted in accordance with the provisions of Florida law. Copies of the Agendas for any of the meetings may be obtained from the District's website or by contacting the District Manager at (561) 630-4922 and/or toll free at 1-877-737-4922 prior to the date of the particular meeting. From time to time one or more Supervisors may participate by telephone; therefore a speaker telephone will be present at the meeting location so that Supervisors may be fully informed of the discussions taking place. Meetings may be continued as found necessary to a time and place specified on the record. If any person decides to appeal any decision made with respect to any matter considered at these meetings, such person will need a record of the proceedings and such person may need to insure that a verbatim record of the proceedings is made at his or her own expense and which record includes the testimony and evidence on which the appeal is based. In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at any of these meetings should contact the District Manager at (561) 630-4922 and/or toll-free at 1-877-737-4922 at least seven (7) days prior to the date of the particular meeting. Meetings may be cancelled from time to time without advertised notice. TERRENO COMMUNITY DEVELOPMENT DISTRICT www.terrenocdd.org PUBLISH: NAPLES DAILY NEWS 08/19/22 16 I VERONA WALK COMMUNITY DEVELOPMENT DISTRICT c/o Special District Services, Inc. 2501 Burns Road, Suite A Palm Beach Gardens, Florida 33410 (561) 630-4922 Fax: (561) 630-4923 September 15, 2023 VIA CERTIFIED MAIL— RETURN RECEIPT REQUESTED Clerk of the Circuit Court Collier County Courthouse 3315 Tamiami Trail East Naples, Florida 34112-5324 Re: Verona Walk Community Development District To Whom It May Concern: Pursuant to Florida law, enclosed please find the Fiscal Year 2023/2024 Regular Meeting Schedule for the Verona Walk Community Development District, as will be published in the Naples Daily News. If you have any questions and/or comments, please do not hesitate to contact our office. Sincerely, SPECIAL DISTRICT SERVICES, INC. Laura J. Archer Enclosure VERONA WALK COMMUNITY DEVELOPMENT DISTRICT I. 6 I 1 FISCAL YEAR 2023/2024 REGULAR MEETING SCHEDULE NOTICE IS HEREBY GIVEN that the Board of Supervisors of the Verona Walk Community Development District will hold Regular Meetings at 10:00 a.m. in the Town Center at Verona Walk located at 8090 Sorrento Lane, Naples, Florida 34114, on the following dates: October 19, 2023 November 16, 2023 December 21, 2023 January 18, 2024 February 15, 2024 March 21, 2024 April 18, 2024 May 16, 2024 June 20, 2024 July 18, 2024 August 15, 2024 September 19, 2024 The purpose of the meetings is to conduct any business coming before the Board. Meetings are open to the public and will be conducted in accordance with the provisions of Florida law. Copies of the Agendas for any of the meetings may be obtained from the District's website or by contacting the District Manager at (239) 444-5790 and/or toll free at 1-877-737-4922 prior to the date of the particular meeting. From time to time one or more Supervisors may participate by telephone; therefore, at the location of these meetings there will be a speaker telephone present so that interested persons can attend the meetings at the above location and be fully informed of the discussions taking place either in person or by telephone communication. Said meetings may be continued as found necessary to a date and time certain as stated on the record. If any person decides to appeal any decision made with respect to any matter considered at these meetings, such person will need a record of the proceedings and such person may need to insure that a verbatim record of the proceedings is made at his or her own expense and which record includes the testimony and evidence on which the appeal is based. In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at any of these meetings should contact the District Manager at (239) 444-5790 and/or toll free at 1-877-737-4922 at least seven (7) days prior to the date of the particular meeting. Meetings may be cancelled from time to time without advertised notice. VERONA WALK COMMUNITY DEVELOPMENT DISTRICT www.veron awalkcdd.o rg PUBLISH: NAPLES DAILY NEWS 10/11/22 WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT L , c/o Special District Services, Inc. V 2501 Burns Road, Suite A Palm Beach Gardens, Florida 33410 (561) 630-4922 Fax: (561) 630-4923 September 15, 2023 VIA CERTIFIED MAIL— RETURN RECEIPT REQUESTED Clerk of the Circuit Court Collier County Courthouse 3315 Tamiami Trail East, #102 Naples, Florida 34112-5324 Re: Winding Cypress Community Development District To Whom It May Concern: Pursuant to Florida law, enclosed please find a copy of the Fiscal Year 2023/2024 Regular Meeting Schedule for the Winding Cypress Community Development District, as will be published in the Naples Daily News. If you have any questions or comments, please contact our office. Sincerely, SPECIAL DISTRICT SERVICES, INC. Laura J. Arc er Enclosure WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT 16 I 1 FISCAL YEAR 2023/2024 REGULAR MEETING SCHEDULE NOTICE IS HEREBY GIVEN that the Board of Supervisors of the Winding Cypress Community Development District will hold Regular Meetings in the Clubhouse at Winding Cypress located at 7180 Winding Cypress Drive, Naples, Florida 34114 at 1:00 p.m. on the following dates: October 5, 2023 October 19, 2023 November 2, 2023 November 16, 2023 December 7, 2023 January 4, 2024 January 18, 2024 February 1, 2024 February 15, 2024 March 7, 2024 March 21, 2024 April 4, 2024 April 18, 2024 May 16, 2024 June 20, 2024 July 18, 2024 August 8 , 2024 September 5, 2024 The purpose of the meetings is to conduct any business coming before the Board. Meetings are open to the public and will be conducted in accordance with the provisions of Florida law. Copies of the Agendas for any of the meetings may be obtained from the District's website or by contacting the District Manager at 561-630-4922 and/or toll free at 1-877-737-4922 prior to the date of the particular meeting. From time to time one or two Supervisors may participate by telephone; therefore, a speaker telephone will be present at the meeting location so that Supervisors may be fully informed of the discussions taking place. Said meeting(s) may be continued as found necessary to a time and place specified on the record. If any person decides to appeal any decision made with respect to any matter considered at these meetings, such person will need a record of the proceedings and such person may need to insure that a verbatim record of the proceedings is made at his or her own expense and which record includes the testimony and evidence on which the appeal is based. In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at any of these meetings should contact the District Manager at 561-630-4922 and/or toll free at 1-877-737-4922 at least seven (7) days prior to the date of the particular meeting. Meetings may be cancelled from time to time without advertised notice. WINDING CYPRESS COMMUNITY DEVELOPMENT DISTRICT www.windingcypresscdd.org PUBLISH: NAPLES DAILY NEWS 09/23/22 Il