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October 6, 1993;TATE-CERT. GEN. REM JACK CRAHAN, MAI 11111343 October 6, 1993 Dear John: Items 17A and 17B, DEIGHANAPPRAISAL ASSOCIATES, INC REAL ESTATE ANALYSTS AND CONSULTANTS DANIEL IC. DEICHAN, MAI 11111344 2000 S.E PORT ST. LUCIE BOULEVARD, SUITEA BURL WILSON, MN PORT ST. LUCIE, FLORIDA 34952 L. 11111513 (40, 335 -1405 FAX 0(40, 335 -1423 P. E. ROCKWELL, TREAS. REPLY TO: PORT ST. LUCIE Mr. John Drago, City Administrator City of Okeechobee 55 S.E Third Avenue Okeechobee, Florida 34974 -2932 RE: Utility System Appraisal Requests M1 EAST OCEAN BOULEVARD STUART, FLORIDA SUM (437)335.1435 761 NORTH FEDERAL HIGHWAY THE HOYT CENTER SUITE 311 A NORTH PALM BEACH, FL 33111 (117) 627.5357 Continuing the process begun in my letter to you dated 1/24/93, I will make current our status regarding the items requested, as well as identify new items needing clarification and /or comment. Items received, or access obtained, and presently being reviewed are identified on the attached list Reese -Macon and Associates will be furnishing item 7A (utility atlas drawing and maps) in the next couple of weeks. Item 9 (PMG Financial pre -1981 Financial record study) will be available after review by the City's auditors. The new WTP site is situated in the northwest corner of a 151.59 acre parcel owned by the City. It is bounded on the west by Taylor Creek and on the north by Okeechobee City's boundary. Access to the WTP site is by means of an access road from NE 12 Avenue via the extension of NE 12th Street across the 151.59 acre parcel. Seven of the utility's wells extend easterly from the WTP along the north boundary of the 151.59 acre parcel. For this appraisal assignment I would offer the following suggestion: We calculate the size of the WTP site, using drawings by Bill Reese, and value the fee simple interest of the site. Mr. John Drago, City Administrator October 6, 1993 Page Two We estimate a surface /subsurface easement value for the access road and well sites. The size will be calculated by us based upon anticipated discussions and input from Bill Reese. If the City wishes to modify either the size or the interest valued, please notify us as soon as possible. Item 22 (utility easements) No legal descriptions or maps of utility easements have been furnished to date. Presently, we are developing a surface /subsurface easement value for pumping /lift stations sites and a subsurface easement value for the areas where the lines are currently located. Easements sizes will be based upon industry standards obtained from our engineer. I need to know if the City is intending to charge a franchise fee for the use of these city Right -of -Ways or whether the utility will retain title to the easements? Thank you for your assistance. Sincerely, DEIGHAN APPRAISAL ASSOCIATES JC litM (lPC, Jack Crahan, MAI cc: Chris Chinault County Administrator 304 NW 2nd Street Okeechobee, FL 34972 James Kirk, Mayor 55 SE 3rd Avenue Okeechobee, Florida 34974 Skip Harvey Williams, Hatfield Stoner, Inc. 1948 SE Port St. Lucie Boulevard Port St. Lucie, Florida 34952 JC \TM310202.DOC Charles W. Harvey, Chairman 304 NW 2nd Street Okeechobee, Florida 34972 Dave J. Rivera, Finance Director Board of County Commissioners Okeechobee County Okeechobee, Florida 34972 Date Date Requested Received 1. County Contact Person 8/23/93 8/23/93 2. Okeechobee City's Contact Person 8/23/93 9/23/93 3. "Resolution #89-5 (updated listing) Listing of Utility Rates" 8/23/93 8/23/93 4. "Comparison Analysis Water and Sewer Options Okeechobee area Water and Sewer Task Force Final Report 8/1991, "PMG Associates, Inc. 8/23/93 8/23/93 5. "City of Okeechobee Utility Rate Study," dated 12/91, PMG Associates, Inc. 8/23/93 8/23/93 6. Proposed $5,000,000 bond for the City of Okeechobee, "Water and Sewer Refunding Revenue" Bond Series 1992A. 8/23/93 8/23/93 7. Reese Macon Associates A. Utility Atlas Drawings and Maps 8/23/93 B. "Hydraulic Analysis of the Water System" 8/23/93 10/1/93 C. "Proposed Water Treatment Plant Construction and Per" 8/23/93 10/1/93 D. "Capital Improvement Needs" [Identified in Master Plan and City Budget] 8/23/93 10/1/93 E. "Upgrading the Existing Water Treatment Plant" report 8/23/93 10/1/93 8. Knepper Willard, Inc. A. Wastewater System Plan 8/23/93 9/28/93 B. Capital Improvement Needs [identified in Master Plan and City Budget] 8/23/93 C. Preliminary Engineering Report and /or Plans for "Expansion of Wastewater Treatment Plant" 8/23/93 9/28/93 D. Various Plans for Wastewater System Exten- sions 8/23/93 9/28/93 9. "PMG Financial Pre-1981 Financial Record Study" 8/23/93 Currently being reviewed by auditors see PMG letter 9/27/93 10. A. Independent Auditors' Report Hill, Barth King, dated 2/10/92 8/23/93 9/21/93 B. "City of Okeechobee Utility System Financial Analysis" prepared by PMG Assocs. 8/23/93 9/29/93 11. Final Draft "Governance Alternatives to Provide Regional Water and Wastewater Services and Facilities to the Urbanized Areas of Southern Okeechobee County" Nabors, Giblin, et 4 report dated July 8,1992 8/23/93 9/23/93 12. A. 1987 Bond Documents 8/23/93 9/21/93 B. 1989 Bond Documents 8/23/93 9/21/93 C. 1992 to Present Bond Documents 8/23/93 9/21/93 Date Date Requested Received 13. Miscellaneous inspection reports on the system condi- tions of the City of Okeechobee Water and Sewer Utility (E.G. Hydrant Tests, I/I Studies, Pipeline Samples or Photographs) 8/23/93 WHS Reviewing{ Files on Site 14. A. City Updated Comprehensive Plan [Water and Wastewater Elements] 8/23/93 9/28/93 B. County Updated Comprehensive Plan [Water and Wastewater Elements] 8/23/93 9/23/93 15. A. Detailed, itemized accounting of funds spent for the proposed water treatment facility. 8/23/93 9/21/93 B. Budgets reflecting unfinished and incomplete work. 8/23/93 9/21/93 16. Time line of costs of any other ongoing projects relative to or within the system. 8/23/93 9/21/93 17. A. Approximate land area and location of the new water treatment site. 8/23/93 B. If any new well sites are to be located off -site, where fee simple title is to be retained by the City, then language reflecting the leasehold interest or easement must be furnished. 8/23/93 18. Decision about the consideration of the abandoned sewage treatment plant in the valuation; to include either the pumping station and required supporting land (size agreed upon) only, or existing land site plus salvage value of the abandoned plant components. 8/23/93 See 9/24/93 letter attached 19. Determination of the location and dimensions of the site area induded with the water towers. 8/23/93 See 9/24/93 letter attached 20. Decision regarding the inclusion of the operations center, also known as the water maintenance barn, in this valuation, with identification of the specific dimensions of the site to be included. 8/23/93 See 9/24/93 letter attached 21. A. Operation and maintenance reports 8/23/93 WHS reviewing, files on site B. Repair and rehabilitation studies 8/23/93 WHS reviewing, files on site C. Agency permit applications /approvals 8/23/93 WHS reviewing, files on site D. Historical cost summaries 8/23/93 DAA reviewing, files on site 22. Legal Description or Maps of Utility Easements and /or Parcels 8/23/93 JACK CRAHAN, MAI #00003$3 DANIEL K. BERMAN, MAI #0000244 L. BURL WILSON. JR, MAI #0000113 September 24,1993 DEIGHANAPPRAISAL ASSOCIATES, INC: Mr. John Drago, City Administrator City of Okeechobee 55 S.E. Third Avenue Okeechobee, Florida 34974 -2932 REAL ESTATE ANALYSTS AND CONSULTANTS 2000 S.E PORT ST LUCIE BOULEVARD, SUITEA PORT ST. LUCIE, FLORIDA 34932 (407) 335 -1405 FAX 9(407) 335 -1423 P. E. ROCKWELL, TREAS. REPLY TO: PORT ST. LUCIE Re: Utility System Appraisal Requests Dear John: I am currently reviewing the material you sent in response to our requests numbered 9, 10A, 12A, 12B, 12C, 15A, 15B and 16. I will pick up item 14A (City's current Comprehensive Plan Water and Sewer Elements) on Tuesday, September 28, while I am in the utility department doing research. In regard to items 18, 19, and 20 and the land areas and legal interests we are to appraise, our understanding and conclusions are based upon your letter dated 9/17/93, and my conversations with Susan Groover and you on 9/23/93 and 9/24/93, respectively, as follows: 1. Item 18 (Abandoned Sewage Treatment Plant). The entire site is currently owned by the city of Okeechobee as part of its general fund. The abandoned plant occupies only a portion of the site. The head works and pumping station parts of the plant are acting as a pump station until replaced by a new pump station (presently in the planning process). The city wants to retain ownership rights to the entire site. Our appraisal will conclude an estimate of an easement value for the area encumbered by the current plant and the proposed pumping station. We will also estimate the salvage value of the plant. POI EAST OCEAN BOULEVARD STUART, FLORIDA 3204 (417) 335-1415 744 NORTH FEDERAL HIGHWAY THE HOYT CENTER SUITE 201 A NORTH PALM BEACH, FL 33401 (417) 427.5457 John Drago, City Administrator September 24, 1993 Page Two 2. Item 19 (Water Towers). Both sites are currently owned by the city of Okeechobee as part of its general fund. Bids have been accepted (to be awarded October, 1993) for the demolition of the SW 23rd Street tower. The site will still be encumbered by transmission and distribution lines, as well as a pumping station for hydrogen peroxide. The city hall tower will continue to be used until the proposed water treatment plant comes on line. Our appraisal will arrive at [a] an easement value for the entire SW 23rd Street site. including all site improvements other than the tower, and [b] an easement value for that part of the City Hall site encumbered by the tower, including the tower and all appurtenant site improvements. 3. Item 20 (Operation Center /Maintenance Barn). This site is currently being jointly used by the utility department and the road department. The utility's building is in the process of being remodeled. We are to value the fee simple interest of the eastern portion of the site (with site improvements and utility building) beginning from a line running north -south about midway between the road building and the utility building. If my understanding of any of the items discussed requires further clarification or correction, please contact me as soon as possible. Sincerely, DEIGHAN APPRAISAL ASSOCIATES, INC. Jack Crahan, MAI cc Chris Chinault County Administrator 304 NW 2nd Street Okeechobee, FL 34972 Charles W. Harvey, Chairman 304 NW 2nd Street Okeechobee, FL 34972 Daniel K Deighan, MAI L. Burl Wilson, Jr., MAI IC TM309186.DOC lbi drago4.doc James Kirk, Mayor 55 SE 3rd Avenue Okeechobee, Florida 34974 Skip Harvey, P.E. Williams, Hatfield Stoner, Inc 1948 SE Port St. Lucie Boulevard Port St. Lucie, Florida 34952