Agenda 01/23/2018 Item #16A 301/23/2018
EXECUTIVE SUMMARY
Recommendation to approve final acceptance of the potable water and sewer facilities for Memory
Care Facility at Creekside East, PL20150001743, accept unconditional conveyance of a portion of
the potable water facilities, and to authorize the County Manager, or his designee, to release the
Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $16,503.68
to the Project Engineer or the Developer’s designated agent.
OBJECTIVE: To have the Board of County Commissioners, as Ex-Officio Governing Board of the
Collier County Water-Sewer District, approve final acceptance of the potable water and sewer facilities,
accept unconditional conveyance of a portion of the potable water facilities, and to release the Uti lities
Performance Security (UPS) and Final Obligation Bond in the total amount of $16,503.68, in accordance
with the Collier County Utility Standards and Procedures, Ordinance No. 2004-31.
CONSIDERATIONS:
1) The Developer of Memory Care Facility at Creekside East, has constructed the potable water and
sewer facilities within dedicated easements to serve this private development (see attached location
map). A portion of the potable water facilities will be conveyed to the County, as described in
Official Records (O.R.) Book 5189, Page (PG) 2781. The remaining potable water and sewer
facilities will be private.
2) Preliminary acceptance of these utility facilities was approved by the Development Review staff on
August 27, 2015. At that time, the value of these potable water utility facilities (assets) was
$40,821.48. (See attached asset sheet).
3) Staff recorded all preliminary acceptance documents associated with the potable water facilities
conveyed to the County in the public records of Collier County, which were reviewed and approved
by the County Attorney’s office as to form and legality. The County acquired its interest in a portion
of the potable water facilities by Utilities Facilities Warranty Deed and Bill of Sale recorded in
Official Records Book 5189, at page 2781 of the Public Records of Collier County, Florida.
4) The potable water utility facilities have been operated and maintained during the required one (1)
year warranty period, following preliminary acceptance.
5) A final inspection to discover defects in materials and workmanship has been conducted by staff on
April 6, 2017, an re-inspected on December 5, 2017 post Hurricane Irma, in coordination with
Public Utilities, and these facilities have been found to be satisfactory and acceptable.
6) The on-site potable water and sewer utilities, less the potable water utilities described in O.R. Book
5189, PG 2781, are owned and maintained by the developer.
7) Staff recommends final acceptance of the subject utility facilities and to release the Utility
Performance Security (UPS) and Final Obligation Bond in the total amount of $16,503.68. (See
attached Exhibit A).
8) This final acceptance is in accordance with Collier County, Ordinance No. 2004-31, as amended.
9) Staff is unaware of any issues that would serve to negate the recommendation to release the
applicable security.
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01/23/2018
FISCAL IMPACT: Approval of this Executive Summary will have no specific financial impact.
However, approval of this Executive Summary will result in the Collier County Water-Sewer District
receiving unconditional title to a portion of the potable water utility facilities, which at the time of
preliminary acceptance, had a total gross value of $40,821.48 (no depreciation applied).
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
action.
LEGAL CONSIDERATIONS: This item has been approved as to form and legality, and requires a
majority vote for Board approval -SAS
RECOMMENDATION: To approve final acceptance of the potable water and sewer facilities for
Memory Care Facility at Creekside East, PL20150001743, accept unconditional conveyance of a portion
of the potable water facilities, and to authorize the County Manager , or his designee, to release the
Utilities Performance Security (UPS) and Final Obligation Bond in the total amount of $16,503.68 to the
Project Engineer or the Developer’s designated agent.
Prepared by: Lucia S. Martin, Technician, Development Review Division
ATTACHMENT(S)
1. Location Map (PDF)
2. Assets Sheet (PDF)
3. Exhibit A (PDF)
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01/23/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.3
Doc ID: 4380
Item Summary: Recommendation to approve final acceptance of the potable water and sewer
facilities for Memory Care Facility at Creekside East, PL20150001743, accept unconditional conveyance
of a portion of the potable water facilities, and to authorize the County Manager, or his designee, to
release the Utilities Performance Security (UPS) and Final Obl igation Bond in the total amount of
$16,503.68 to the Project Engineer or the Developer’s designated agent.
Meeting Date: 01/23/2018
Prepared by:
Title: Technician – Growth Management Development Review
Name: Lucia Martin
12/14/2017 9:56 AM
Submitted by:
Title: Project Manager, Principal – Growth Management Department
Name: Matthew McLean
12/14/2017 9:56 AM
Approved By:
Review:
Water Pamela Libby Additional Reviewer Completed 12/14/2017 11:16 AM
Growth Management Operations & Regulatory Management Stephanie Amann Additional Reviewer Completed 12/14/2017 3:48 PM
Growth Management Department Judy Puig Level 1 Reviewer Completed 12/14/2017 4:46 PM
Water Steve Messner Additional Reviewer Completed 12/18/2017 11:21 AM
Engineering & Natural Resources Jack McKenna Additional Reviewer Completed 12/26/2017 11:06 AM
Growth Management Department Matthew McLean Additional Reviewer Completed 12/26/2017 1:39 PM
Growth Management Department Thaddeus Cohen Department Head Review Completed 12/26/2017 1:53 PM
Growth Management Department James French Deputy Department Head Review Completed 12/29/2017 10:06 AM
County Attorney's Office Scott Stone Level 2 Attorney Review Completed 01/05/2018 8:08 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 01/05/2018 9:20 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 01/05/2018 2:12 PM
Budget and Management Office Mark Isackson Additional Reviewer Completed 01/09/2018 10:29 AM
County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 01/12/2018 8:53 AM
Board of County Commissioners MaryJo Brock Meeting Pending 01/23/2018 9:00 AM
16.A.3
Packet Pg. 197
16.A.3.a
Packet Pg. 198 Attachment: Location Map (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)
CERTIFICATibfToF CONTRIBUTORY COSTS (WATER)
PROJECT NAME: Bayshore Memory Care
Section 27 Township 48 S Range 25 E
Collier County, Florida
LOCATION:
NAME & ADDRESS OF OWNER: Creekside East, Inc.
2600 Golden Gate Parkway
Naples, FL 34105
TYPE OF UTILITY SYSTEM: POTABLE WATER
Total] 1^3
- , r„ ..
Meter w/ Backflow Assembly
Quantity Units Cost Size -
$40,821.48 $40.821.48
$40,821.48
EA 8" x 8" 1
TOTAL COST
I do hereby certify that the quantities of material described above are true and an accurate representation of
the as-installed system.
CERTIFYING:
NAME & TITLE OF ENGINEER CERTIFYING
Peninsula Engineering
2600 Golden Gate Parkway
OF:
Naples, FL 34105
I do hereby certify that the quantities of material described above are true and an accurate representation of
the as-installed cost of the system.
CERTIFYING^ A
Kevin resident se
OF: JENSEN UNDERGROUND UTILITIES, INC.
5585 Taylor Road
Naples, Florida 34109
STATE OF FLORIDA )
) SS:
COUNTY OF COLLIER )
The foregoing instrument was signed and acknowledged before me this 4th day of August, 2015 by
^who is personally known to me and who did not take an oath. Kevin Jesnen
A AJ, >AL SEAL:
onna L. Ventre Notary Public
—ai
«"ii. DONNA L VENTRE
f.Y A MY COMMISSION IFF 206604
EXPIRES: June 1,2019
X$'' 8ond«i Thru Not»y Public Undswriters
16.A.3.b
Packet Pg. 199 Attachment: Assets Sheet (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)
Exhibit A
Utilities Performance Security (UPS) and Final Obligation Bond
Amount Receipt Number
10% UPS Bond $12,503.68 2015263343
Final Obligation Bond $4,000 2015261480
Total Amount $16,503.68
The 10% UPS Bond, if applicable, is based on the total amount of the water and/or sewer
utilities being installed for the whole project which includes material and labor. The
contributory assets reflect the cost of materials, not labor and are based on the assets of
which the county will be owning and maintaining.
Final Obligation Bond, if applicable, in accordance with Utility Ordinance 2004-31
Attachments:
1. Verification of Final Cost
2. Receipt of Payment
16.A.3.c
Packet Pg. 200 Attachment: Exhibit A (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2015263343
Transaction Number:2015-043811
Date Paid:08/10/2015
Amount Due:$12,503.68
Payment Details:Payment Method Amount Paid Check Number
Check $12,503.68 151015828
Amount Paid:$12,503.68
Change / Overage:$0.00
Contact:Synovus Bank Member FDIC
PO Box 30707
Tampa, FL 33603
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Refundable Bonds PL20150001743 $12,503.68 $12,503.68 670-000000-220113
Cashier Name:AmandaBayoumi
Batch Number:4654
Entered By: melissaalvarez
16.A.3.c
Packet Pg. 201 Attachment: Exhibit A (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2015261480
Transaction Number:2015-041948
Date Paid:07/30/2015
Amount Due:$4,000.00
Payment Details:Payment Method Amount Paid Check Number
Check $4,000.00 1266
Amount Paid:$4,000.00
Change / Overage:$0.00
Contact:Bayshore Retirement Partners LLC
701 S Howard Ave. Ste 106-392
Tampa, FL 33606
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Refundable Bonds PL20150001743 $4,000.00 $4,000.00 670-000000-220113
Cashier Name:LeaDerence
Batch Number:4633
Entered By: melissaalvarez
16.A.3.c
Packet Pg. 202 Attachment: Exhibit A (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)
VERIFICATION OF FINAL COST
PROJECT NAME: Bayshore Memory Care
Section 27 Township 48 S Range 25 E
Collier County, Florida
LOCATION:
NAME & ADDRESS OF OWNER: Creekside East, Inc.
2600 Golden Gate Parkway
Naples, FL 34105
TYPE OF UTILITY SYSTEM: POTABLE WATER
Total I |/tem Size Quantity Units Cost
$24.47 $6,557.96
$16.90 $3,498.30
$12.38 $1,621.78
$9.48 $1,279.80
$44,651.48 $44,651.48
$1,816.36 $1,816.36
$1,213.23 $1,213.23
$883.60 $883.60
$3,893.40 $11,680.20
$6,799.63 $6,799.63
$1,822.70 $1,822.70
$1,643.10 $1,643.10
$1,300.35 $1.300.35
$84,768.49
C-900 DR 14
C-900 DR 14
C-900 DR 14
C-900 DR 14
Meter w/ Backflow Assembly
Gate Valve
Gate Valve
Gate Valve
10" 268 LF
8" 207 LF
6"
4"
8" x 8"
131 LF
135 LF
1 EA
10" 1 EA
8" 1 EA
4" 1 EA
Fire Hydrant Assembly
Fire Backflow Assembly
3 EA
6" 1 EA
6" 1 EA PIV
6" 1 EA Check Valve
FDC 1 EA •
TOTAL COST
I do hereby certify that the quantities of material and services described above are true and an
CERTIFYING:
Name and Title of Engineer Certifying
Peninsula Engineering
2600 Golden Gate Parkway
Naples, FL 34105
OF:
I do hereby certify that the quantifies of material and services described above are true and an
CERTIFYI
Kevin Jensen, President
JENSEN UNDERGROUND UTILITIES, INC.
5585 Taylor Road
Naples, Florida 34109
OF:
STATE OF FLORIDA )
) SS:
COUNTY OF COLLIER )
The foregoing instrument was signed and acknowledged before me this 4th day of August, 2015 by
Kevin Jensen , who is personally known to me and who did not take an oath.
DONNA L VENTRE
A TA MY COMMISSION #FF 206604 £ u-.
16.A.3.c
Packet Pg. 203 Attachment: Exhibit A (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)
Donna L. Ventre , Notary Public 16.A.3.c
Packet Pg. 204 Attachment: Exhibit A (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)
f
Bayshore Memory Care PROJECT NAME:
Section 27 Township 48 S Range 25 E
Collier County, Florida
LOCATION:
NAME & ADDRESS OF OWNER: Creekside East, Inc.
2600 Golden Gate Parkway
Naples, FL 34105
TYPE OF UTILITY SYSTEM:
|/fern Size Quantity Units Cost Igtal\
$10,892.25
$5,189.80
$1,760.60
$1,523.08
$20.902.62
$40,268.35
SANITARY SEWER
$46.35
$5,189.80
$1,760.60
$13.13
$6,967.54
235 LF 8" SDR 26
Manhole
Connect to Existing Manhole
SDR 26
Cleanout Assembly
EA 1
1 EA
116 LF
3 LF
TOTAL COST
6"
6"
v
I do hereby certify that the quantities of material and services described above are true and an accurate
representation of the as-installed system.
CERTIFYING:
Name and Title of Engineer Certifying
Peninsula Engineering
2600 Golden Gate Parkway
Naples, FL 34105
OF:
I do hereby certify that the quantities of material and services described above are true and an accurate
representation of the as-installed cost of the system.
CERTIFYING:
resident Kevin nsej
JENSEN UNDERGROUND I TILITIE? INC.
5585 Taylor Road
Naples, Florida 34109
OF:
STATE OF FLORIDA )
) SS:
COUNTY OF COLLIER )
The foregoing instrument was signed and acknowledged before me this 1st day of December, 2014 by
is personally known to me and who did not take an oath. Kevin Jensen
L0! SEAL:
TNotary Public Donna L. Ventr u DONNA L. VENTRE
-•U NotarV Public - State of Florida 1
. VoKJKdfc? My Comm. Expires Jun 1, 2015 i
4 Commission # EE 97879 ,
i <:
urn
16.A.3.c
Packet Pg. 205 Attachment: Exhibit A (4380 : Final Acceptance of Utilities - Memory Care Facility at Creekside East)