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Agenda 10/28/2025 Item #16F 3 (To approve the use of surtax revenues to invest in several capital projects, and approve budget amendments as necessary)10/28/2025 Item # 16.F.3 ID# 2025-4465 Executive Summary Recommendation to authorize Budget Amendments to appropriate funding for four additional Infrastructure Surtax projects, Main Campus Chilled Water Lines, Courthouse Jury Room, Main Jail J3 Roof & Louvers, and EMS Station 21 land acquisition, from Infrastructure Surtax Fund (3018) reserves. OBJECTIVE: To approve the use of surtax revenues to invest in several capital projects, and approve budget amendments as necessary. CONSIDERATIONS: The Board of County Commissioners previously approved a plan to invest in capital needs utilizing surtax revenues generated by additional interest at its July 8, 2025, meeting. The Sales Surtax Citizens Oversight Committee subsequently validated these projects at its September 11, 2025, meeting. Projects: 1. EMS / Fire Station 21 Expansion in East Naples - Land Acquisition: This project recommends reimbursement of $1.25 million to the General Fund (3001-Strategic Land Acquisition) for the land acquisition associated with the planned expansion of EMS and Fire Station 21 in East Naples. The acquisition was approved by the Board of County Commissioners in May 2025, and the County closed on the property in July 2025. 2. Vanderbilt Beach Road Extension: An additional $27.2 million in Infrastructure Surtax revenues is recommended for the Vanderbilt Beach Road Extension project. In July 2022, a $153 million construction contract for this project was awarded. The funding plan included $74.4 million in infrastructure surtax, $42.8 million in road impact fees and gas taxes, $9.0 million from the CCWSD utility, and $27.2 million in commercial paper financing. The recommended surtax allocation will replace the $27.2 million in commercial paper financing, thereby avoiding long-term borrowing. This adjustment is expected to result in approximately $15.2 million in interest cost savings over a 25-year debt service period. The project is currently 77% complete with a planned final completion date of April 27, 2026. The Board previously validated this project at its September 23, 2025, meeting. Therefore, no action is required. 3. Government Complex Chilled Water Line Replacement: This project recommends $15 million in surtax funding to replace the chilled water lines serving the Government Complex. The existing lines are nearing the end of their service life and have experienced ongoing failures, leading to operational disruptions, property damage, and increased maintenance costs. Additionally, the current system lacks full loop connectivity, resulting in areas without redundancy and an increased risk of system outages. Completing the chilled water line replacement will enhance system reliability, reduce long-term maintenance expenses, and ensure consistent climate control throughout the Government Complex. The original combined Chilled Plant project anticipated that programmed surtax funding would support both the construction of the chiller plant and the replacement of the campus chilled water line system. However, due to funding constraints, line replacement was removed from the project. The recommended project will provide the funding necessary to complete the original chilled water line replacement. Infrastructure surtax funding of $26.6 million was previously validated and utilized for the chiller plant component of the project. 4. Courthouse Jury Room Expansion: This project recommends $2 million in funding to complete the design and construction of a new jury room within the County Courthouse. The need for expanded courtroom and jury room facilities has been under discussion for more than five years. A cross-functional team, comprising representatives from Facilities Management, the Clerk’s Office, and Criminal Justice stakeholders, collaboratively identified and agreed upon a space allocation plan for the 6th floor of the Courthouse. This plan includes relocating the Guardian Ad Litem program to an alternative location to accommodate the new jury room. Although the expansion of two courtrooms has been funded and is currently in final design, with a construction manager-at-risk already selected, the jury room component was deferred due to insufficient funds. Once courtroom construction is completed, the Clerk will face operational limitations due to the lack of adequate jury room capacity. Expanding jury facilities on the 6th floor will align with the increased courtroom space, improve the experience for Page 2466 of 3380 10/28/2025 Item # 16.F.3 ID# 2025-4465 jurors, and allow the County to reallocate 5th-floor space for other critical functions. No surtax funds have yet been allocated for the jury room project, though the need and concept have been previously presented to the Oversight Committee. 5. Main Jail (J3 Roof & Louver Wall Repairs): Recommendation to commit $1.5 million toward the replacement of the remaining roof at the Main Jail (J3) and the repair of the north and south mechanical louver walls. The total estimated project cost is $2.5 million. Facilities Management and the Sheriff's Office consider this a high-priority project. This work represents the next phase in securing the building envelope of the Main Jail. The roofs over sections J1 and J2 of the Jail were successfully replaced over the past two years. Replacing the J3 roof and addressing the louver wall issues is integral to the comprehensive effort to protect the facility from water intrusion and degradation. Surtax funding has not previously been allocated to this project. On September 23, 2025, Item # 11.B., the Board approved a budget amendment to appropriate additional surtax funding, in the amount of $27,200,000, for the Vanderbilt Beach Road Extension project from reserves. The maintenance and expansion of government infrastructure is consistent with the strategic plan and the referendum supported by the taxpayers. These projects maintain and expand the County's infrastructure. FISCAL IMPACT: The table below outlines the funding requirements by project. An FY 2025 budget amendment will be required to appropriate reserves for the EMS/Fire Station 21 land acquisition reimbursement. Additionally, FY 2026 budget amendments will be required to appropriate reserves for the remaining projects. Project New Surtax (Fund 3018) Notes Gov’t Complex Chilled Water Lines (50214) $15.0M Completes distribution line work EMS / Fire Station 21 Land (50344) $1.25M Reimbursement to General Fund Courthouse Jury Room Expansion (50341) $2.0M Funds new jury room facilities Main Jail J3 Roof & Louvers (50340) $1.5M Roof and louver wall repairs Total $19.75M GROWTH MANAGEMENT IMPACT: These projects contribute to the compliance of the A.U.I.R to maintain facilities and meet the demands of growth. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. – CMG RECOMMENDATIONS: To authorize Budget Amendments to appropriate funding for four additional Infrastructure Surtax projects, Main Campus Chilled Water Lines, Courthouse Jury Room, Main Jail J3 Roof & Louvers, and EMS Station 21 land acquisition, from Infrastructure Surtax Fund (3018) reserves. PREPARED BY: John Dunnuck, Executive Director - Facilities & Redevelopment ATTACHMENTS: Page 2467 of 3380 10/28/2025 Item # 16.F.3 ID# 2025-4465 1. EMS Fire Station Expansion in East Naples_Project Checklist 2. Project Checklist_Courthouse Jury Room 3. Project Checklist_Government Water Chilled Water Line Replacement 4. Project Checklist_Main Jail (J3 Roof & Louver Wall Repairs 5. Budget Amendment Form 3018 Projects FY2025 6. Budget Amendment Form 3018 Projects FY2026 Page 2468 of 3380 Elils Fire Station 21 Expansion in East Naples - Land Acquisition TBD Proiect Project fl lnfrastructure Surtax Citizens Oversite Committee Proiect Checklist S rrolec(s) in line with F.S.212.055 Expenditure related to infrastructure as follows: E Construction E lmprovement of public facilities r/ Land acquisition E Land improvement E Design E Engineering costs E Professional & related costs to bring facility into service (CEl, Material Testing, Specialty Consultants) EMS vehicles associated with 3 new substations { Prolect(s) in line with County Ordinance 2018-21 / eroiect(s) identified in Exhibit A within County Ordinance2018-21 / erojec(s) in line with Ballot Language within County Ordina nce 2OL8-21 The lnfrastructurc Surtax Citizens Oversight Committee (ISCOC) vdliddted thot the EMS Fire Station 21 Expansion in East Naples - Land Acquisilion meeti the n e cess a ry re q u i re m e nts eligible to use Surtdx Funding on Setembet 77, 2025. Chairman Exhibit A Reference Category : Facilities & Capital Replacements Sub-Category :EMS Substations Funding Req UeSted: $1.25 Nlillion E Court-related expendituresforthe construction, lease or ma inte na nce of the Cou rt-related facilities includinB utilities and security infrastructure $ Life erpectancy of at least 5 years E Land Acquisition expenditure for Residential housing proiect where at least 30% of units are affordable to individuals whose total annual household income does not exceed 12oo/o of arca median income. Page 2469 of 3380 Courthguse Jury Room TBD Proiect # I nfrastructu re Su rtax Citizens Oversite Com mittee Proiect Checkl ist / rrojec(s) in line with F.S. 212.055 Expenditure related to infrastructure as follows: Construction lmprovement of public facilities Land acquisition Land improvement Design Engineering costs Professional & related costs to bring facility into service (CEl, Material Testing, Specialty Consultants) tr EMS vehicles associated with 3 new substations E Court-related expenditures forthe construction, leaseormaintenanceoftheCourt-related facilities including utilities and security infrastructure f, Life expectancy of at least 5 years E Land Acquisition expenditure for Residential housing project where at least 30% of units are affordable to individuals whose total annual household income does not exceed l2oo/o of arca median income. / erolec(s) in line with County Ordinance 2018-21 tr Project(s) identified in Exhibit A within County Ordinance 2018-21 / erolect(s) in line with Ballot Language within County Ordinance 2018-21 lhe lnlrostructure Surtox Citizens Overcight Commiftee ([SCOC) votidated that th Courthouse Jury Room meets the necessoty is eligible to use Surtax Funding on Setemb 11,2025. Chairman dg tr D dg tr Exhibit A Reference Prolect Categofy: Facilities & capital Replacement SU b-CategOfy: HVAC Roofing, capital Replacement Equipment at Sheriffs & county Facilities Funding Requested : $z.o uitlion Page 2470 of 3380 Government Complex Chilled Water Line Replacement TBD Project Project # lnfrastructure Surtax Citizens Oversite Committee Proiect Checklist / rrojec(s) in line with F.S.212.055 Expenditure related to infrastructure as follows: / construction lmprovement of pu blic facilities Land acquisition Land improvement Design Engineering costs Professional & related costs to bring facility into service (CEl, Material Testing, Specialty Consu ltants) tr EMS vehicles associated with 3 new substations E Court-related expenditures for the construction, lease or maintenance of the Court-related facilities including utilities and security infrastructure f, Life expectancy of at least 5 years E Land Acquisition expenditure for Residential housing project where at least 30% of units are affordable to individuals whose total annual household income does not exceed L20% of area median income. / Project(s) in line with County Ordinance 2018-21 / Project(s) identified in Exhibit A within County Ordinance20lS-21 @ Project(s) in line with Ballot Language within County Ordinance20l8-21 The lntrdsttucture Suftox Citizens Oversight Committee (ISCOC) vdlidated thdt the Govemment Complex Chilled Water Line Replacement to use Surtdx Funding on Setember 11, 2025. meets the necessory rcquirements ligible Chairman g tr tra ,frd Exhibit A Reference Funding Req UeSted: $15.0 lVillion CategOfy: Facilities & capital Replacements S U b-CategO fy: HVAC Roofing, capilal Replacement Equipment at Sheriffs & county Facilities Page 2471 of 3380 Main Jail (J3 Roof & Louver Wall Repairs)IBD Project Proiect S lnfrastructure Surtax Citizens Oversite Committee Proiect Checklist / Rroject(s) in line with F.S.212.055 Expenditure related to infrastructure as follows: 1/ Construction ,/ lmprovement of pu blic facilities E Land acquisition E Land improvement $ oesign $ Engineering costs E Professional & related costs to bring facility into service (CEl, Material Testing, Specialty Consultants) El EMS vehicles associated with 3 new substations E Court-related expenditures for the construction, lease or maintenance ofthe Court-related facilities including utilities and security infrastructure f, Life expectancy of at least 5 years E Land Acquisition expenditure for Residential housing project where at least 30% of units are affordable to individuals whose total annual household income does not exceed 120% of area median income. / Projec(s! in line with county ordinance 2018-21 { eroject(s) identified in Exhibit A within County Ordinance 2018-21 { Project(s) in line with Ballot Language within County Ordina nce 2018-21 The lntrastructure Surtax Citizens Oversight Committee (ISCOC) vdliddted that project is eligibtel\,4ain Jail (J3 Roof & Louver Wall Repairs)meets the necessdry req to use Surtdx Funding on Setember 17, 2025. Chairman Exhibit A Reference Categofy: Facilities & capital Replacement S U b-CategO fy: HVAC Roofing, capital Replacement Equipment at sheriffs & countv Facilities Fund ing Requested: $t.s uiltion Page 2472 of 3380