Agenda 01/26/2021 Item #16A 3 (Release the Final Obligation Bond for Hacienda Lakes, Phase 4A)01/26/2021
EXECUTIVE SUMMARY
Recommendation to approve final acceptance and accept the conveyance of the potable water and
sewer utility facilities for Esplanade at Hacienda Lakes Phase 4A, PL20190000416 and authorize
the County Manager, or his designee, to release the Final Obligation Bond in the total amount of
$4,000 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 and accept the conveyance of these
potable water and sewer facilities and to release the Final Obligation Bond in the total amount of $4,000,
in accordance with the Collier County Utility Standards and Procedures, Ordinance No. 2004-31.
CONSIDERATIONS:
1) The Developer of Esplanade at Hacienda Lakes Phase 4A, has constructed the potable water and
sewer facilities within dedicated easements to serve this development. (See attached location map).
The potable water and sewer facilities were offered for conveyance to the County, as described in
OR Book 5670, Page 3834, and are located within County utility easements dedicated by the plat of
Esplanade at Hacienda Lakes Phase 4, recorded in Plat Book 64, Pages 81 through 86, of the
Public Records of Collier County, Florida.
2) Preliminary acceptance of these utility facilities was approved by the Development Review staff on
September 4, 2019. At that time, the value of these potable water and sewer utility facilities (assets)
was $43,235.08 and $33,800.34, respectively.
3) Staff recorded all preliminary acceptance documents associated with the facilities being 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 the potable
water and sewer facilities by Utilities Facilities Warranty Deed and Bill of Sale recorded in Official
Records Book 5670, at page 3834 (“the Utilities Facilities Deed”) of the Public Re cords of Collier
County, Florida.
4) The potable water and sewer utility facilities have been operated and maintained during the required
one (1) year warranty period, following preliminary acceptance.
5) A final inspection to discover defects in materials and workmanship has been conducted by the
Development Review staff on December 15, 2020, in coordination with Public Utilities and these
facilities have been found to be satisfactory and acceptable.
6) Staff recommends final acceptance of the subject utility facilities and to release the Final Obligation
Bond in the total amount of $4,000. Staff also recommends acceptance of the Utilities Facilities
Deed and the facilities described therein.
7) This final acceptance is in accordance with Collier County Ordinance No. 2004-31, as amended.
8) Staff is unaware of any issues that would serve to negate the recommendation to release the
applicable security.
FISCAL IMPACT: Approval of this Executive Summary will result in the Collier County Water -Sewer
District receiving title to the utility facilities, which at the time of preliminary acceptance, had a total
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gross value of $77,035.42 (no depreciation applied) and an asset will be recorded in the financial records
of the county.
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
action.
LEGAL CONSIDERATIONS: This item has been approved as to form and legality, and requires a
majority vote for Board approval. -DDP
RECOMMENDATION: To approve final acceptance and accept the conveyance of the potable water
and sewer utility facilities for Esplanade at Hacienda Lakes Phase 4A, PL20190000416, accept the
conveyance of the Utilities Facilities Deed and the facilities described therein, and to authorize the
County Manager, or his designee, to release the Final Obligation Bond in the total amount of $4,000 to
the Project Engineer or the Developer’s designated agent.
Prepared by: Valerie Kullick, Technician, Development Review Division
ATTACHMENT(S)
1. Location Map (PDF)
2. Exhibit A (PDF)
3. Assets Sheet (PDF)
4. Warranty Deed and Bill of Sale (PDF)
5. PB 64 PP 81-86 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.3
Doc ID: 14527
Item Summary: Recommendation to approve final acceptance and accept the conveyance of the
potable water and sewer utility facilities for Esplanade at Hacienda Lakes Phase 4A, PL20190000416 and
authorize the County Manager, or his designee, to release the Final Obligation Bond in the total amount
of $4,000 to the Project Engineer or the Developer’s designated agent.
Meeting Date: 01/26/2021
Prepared by:
Title: Technician – Growth Management Development Review
Name: Valerie Kullick
12/16/2020 10:28 AM
Submitted by:
Title: Director – Growth Management Department
Name: Matthew McLean
12/16/2020 10:28 AM
Approved By:
Review:
Wastewater Steve Nagy Additional Reviewer Completed 12/16/2020 10:39 AM
Water Steve Messner Additional Reviewer Completed 12/16/2020 10:58 AM
Wastewater Steve Messner Additional Reviewer Completed 12/16/2020 10:58 AM
Growth Management Development Review Marcus Berman Additional Reviewer Completed 12/16/2020 12:34 PM
Water Pamela Libby Additional Reviewer Completed 12/16/2020 12:51 PM
Growth Management Department Diane Lynch Level 1 Reviewer Completed 12/16/2020 6:26 PM
Growth Management Operations & Regulatory Management Rose Burke Additional Reviewer Completed 12/17/2020 1:23 PM
Engineering & Natural Resources Jack McKenna Additional Reviewer Completed 12/23/2020 10:25 AM
Public Utilities Planning and Project Management Tom Chmelik Additional Reviewer Completed 12/28/2020 9:39 AM
Growth Management Department Matthew McLean Additional Reviewer Completed 12/28/2020 3:42 PM
County Attorney's Office Derek D. Perry Level 2 Attorney Review Completed 12/29/2020 9:53 AM
Public Services Department Jeanne Marcella Deputy Department Head Review Skipped 12/30/2020 8:09 AM
Growth Management Department Jeanne Marcella Department Head Review Completed 12/30/2020 3:59 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 12/31/2020 8:15 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/31/2020 9:04 AM
Budget and Management Office Mark Isackson Additional Reviewer Completed 01/06/2021 9:20 AM
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County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 01/07/2021 12:52 PM
Board of County Commissioners MaryJo Brock Meeting Pending 01/26/2021 9:00 AM
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ESPLANADE AT HACIENDA LAKES
PHASE 4A
LOCATION MAP
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Packet Pg. 358 Attachment: Location Map (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
Exhibit A
Utilities Performance Security (UPS) and Final Obligation Bond
Amount Receipt Number
10% UPS Bond W/Plat
Final Obligation Bond $4,000 2019590963
Total Amount $4,000
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
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Packet Pg. 359 Attachment: Exhibit A (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 360 Attachment: Exhibit A (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 361 Attachment: Exhibit A (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2019590963
Transaction Number:2019-014237
Date Paid:02/14/2019
Amount Due:$4,000.00
Payment Details:Payment Method Amount Paid Check Number
Check $4,000.00 14000-00068421
Amount Paid:$4,000.00
Change / Overage:$0.00
Contact:TAYLOR MORRISON OF FLORIDA INC
551 N. CATTLEMEN RD. SUITE 200
SARASOTA, FL 34232-
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Utility Performance
Refundable Bond
PL20190000416 $4,000.00 $4,000.00 670-000000-220113
Cashier Name:KarinaNoble
Batch Number:8037
Entered By: LuciaMartin
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Packet Pg. 362 Attachment: Exhibit A (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 363 Attachment: Assets Sheet (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 364 Attachment: Assets Sheet (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 365 Attachment: Warranty Deed and Bill of Sale (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 366 Attachment: Warranty Deed and Bill of Sale (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 367 Attachment: Warranty Deed and Bill of Sale (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 368 Attachment: Warranty Deed and Bill of Sale (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 369 Attachment: Warranty Deed and Bill of Sale (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 370 Attachment: Warranty Deed and Bill of Sale (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 371 Attachment: PB 64 PP 81-86 (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 372 Attachment: PB 64 PP 81-86 (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 373 Attachment: PB 64 PP 81-86 (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 374 Attachment: PB 64 PP 81-86 (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 375 Attachment: PB 64 PP 81-86 (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)
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Packet Pg. 376 Attachment: PB 64 PP 81-86 (14527 : Final Acceptance of Utilities - Esplanade at Hacienda Lakes Phase 4A)