Lely Beautification MSTU Agenda 06/21/2018Page 1 of 2
GOLF ESTATES BEAUTIFICATION MSTU
ADVISORY COMMITTEE
3299 Tamiami Trail East, Suite 103
Naples, FL 34112
PROJECTOR PROJECTOR PROJECTOR
AGENDA
JUNE 21ST, 2018
I. CALL TO ORDER –
II. ATTENDANCE –
Tony Branco - Chair (10/1/21)
Robert Slebodnik - Vice Chair (10/1/18)
Kathleen Dammert (10/1/18)
Linda Rae Jorgensen (10/1/21)
Vacancy ( – )
III. APPROVAL OF AGENDA –
IV. APPROVAL OF MINUTES – MAY 17TH, 2017
V. CHAIRMAN’S REPORT – TONY BRANCO
A. Street Name Signs . B. ___________________. C. ___________________.
VI. LANDSCAPE ARCHITECT’S REPORT – MCGEE & ASSOCIATES
VII. LANDSCAPE MAINTENANCE REPORT – COMMERCIAL LAND MAINTENANCE
A. Summary comments.
VIII. PROJECT MANAGERS REPORT – DAN SCHUMACHER
A. Budget Report.
B. FY-19 Budget.
C. Lighting Inspection Report.
D. Irrigation.
E. Stump Removals.
F. Plant Replacements.
G. Tree Replacements.
IX. OLD BUSINESS –
A. REFURBISHMENT OF ENTRY MONUMENTS –
1. Review – McGee “Full Design” proposal.
2. Design – McGee “Limited” Design review.
3. County Zoning Division Sign Review –
a. Land Survey & maximum height Determination received.
b. Zoning Division recommends using a full-service sign company for design.
4. Hole-Montes Land Survey –
a. Elevations & Easements for both entry- and exit-side St Andrews monuments plotted
confirmed.
b. Drawings provided.
B. NEW LIFT STATION @ HIDDEN VALLEY DRIVE –
1. FY-18 Public Utilities project – BCC meeting follow-up.
AGENDA
May 17, 2018 Lely Golf Estates Beautification MSTU Page 2 of 2
C. UNFINISHED BUSINESS –
1. Insurance Pebble Beach Light Pole.
2. Insurance - St Andrews Median #3.
X. NEW BUSINESS –
A. PROJECT PROPOSALS FOR THE FY-18 YEAR
1. Lighting – Pebble Beach Circle, potentially Doral Circle.
XI. MEMBER COMMENTS –
XII. PUBLIC COMMENTS –
XIII. ADJOURNMENT –
NEXT MEETING:
JULY 19TH , 2018 AT 2:00 PM
Collier County Library
East Naples Branch
8787 Tamiami Trail East
Naples, FL 34113
(239) 775-5592
1/5
GOLF ESTATES BEAUTIFICATION MSTU
ADVISORY COMMITTEE
3299 Tamiami Trail East Suite 103
Naples, FL 34113
Minutes
May 17, 2018
I. Call to Order
Chairman Branco called the meeting to order at 2:05 PM. A quorum was established.
II. Attendance
Members: Tony Branco - Chair, Robert Slebodnik - Vice Chair, Kathleen Dammert,
Linda Jorgensen, Vacancy
County: Dan Schumacher - Project Manager
Others: Mike McGee - Landscape Architect; Robert Kindelan - CLM; David Durrell – Juristaff
III. Approval of Agenda
The Committee approved the May 17, 2018 Agenda of the Lely Golf Estates Beautification M.S.T.U.
as presented.
IV. Approval of Minutes – April 19, 2018
Ms. Dammert moved to approve the minutes of the March 15, 2018 Lely Golf Estates Beautification
M.S.T.U. meeting as presented. Second by Ms. Jorgensen. Carried unanimously 4 - 0.
V. Chairman’s Report – Tony Branco
Chairman Branco reported on the community tour as follows:
A. Irrigation
• Irrigation malfunction resulted in dry areas. Mr. Schumacher will confirm the issue has been
resolved.
• The Warren Street pump station demonstrated low pressure with two zones operating
simultaneously at the main entrance. Mr. Sells reprogrammed the system to irrigate one zone
at a time, increasing the pump pressure, and added an extra day and time allotment for
irrigation.
• CLM will test the system and adjust the set points week ending May 26th noting the pump
may require rebuilding due to aging and resultant low-pressure performance.
• Mr. Kindelan recommended that system should be set to irrigate one zone at a time for all
medians and will recommend that to Mr. Sells.
B. Landscaping
• The Podocarpus hedge on Rattlesnake Hammock Road has a dead plant that should be
replaced.
• Palm fronds encroaching on the solar panel at Augusta and Forest Hills Boulevards need to
be trimmed.
C. Committee Member Comments
• Mr. Schumacher will check inventory to determine if a Florida State flag is available to
replace the existing flag.
MINUTES
May 17, 2018 LELY GOLF ESTATES MSTU 2/5
• Survey markers bordering the canal in the vicinity of Tuscany Villa denote activity of a
hurricane clean-up crew performing service under a federal contract.
• Road Maintenance is responsible to clean the west and north sides of the canal, at an
undetermined time on their schedule.
VI. Landscape Architects Report – McGee & Associates
A. Summary, Detail
Mr. McGee summarized the “Lely Golf Estates Landscape Observation Report” FY17-18 dated
May 8, 2018 noting confirmation report recommendations have not been addressed is indicated
under column R (repeat):
General
• Systemic insecticide spray application required for Bougainvillea’s and Plumbago shrubs.
• Recommend removal of select Washingtonia Palm (as indicated on the summary report) with
Foxtail, Christmas, Alexander or Sabal Palms.
Saint Andrews Boulevard & US 41
• Median #6: Recommend treatment of Spider Lily plants with soil drench fungicide.
Newsstand Area
• Remove turf and replant with sod type Perennial Peanut “Ecoturf.” CLM will provide a
quote for Peanut sod versus individual plants.
Forest Hills Boulevard
• Median #12: Hand pull torpedo grass in the Bougainvillea shrubs at the north end of the
median.
Forest Hills Cart Crossing & Lake
• Royal Palm fronds over solar panel need to be trimmed.
• Remove Crown of Thorn and replace with Perennial Peanut.
Pebble Beach Boulevard & Golf Cart Crossing
• Median #19: Remove Foxtail Palm.
Valley Stream Circle
• Remove Queen Palm
West R/W & Rattlesnake Hammock Road
• Damaged Podocarpus plant resulting from a motor cycle accident should be removed and soil
analysis performed to determine health issue with the hedge.
• Recommend removal of Flax Lily and replacement with one row of Yellow African Iris.
Irrigation
• Warren Street water usage for April 2018 was 164,586 gallons (158,588 reuse; 5,725
potable).
• Extend the existing irrigation line on Forest Hills Blvd near the intersection of Augusta
Boulevard adding heads between the sidewalk and the road.
The Committee directed Staff solicit a quote for consideration at the June meeting to address all
plant, shrub and tree replacements based on McGee & Associates Summary report dated
May 8, 2018. Mr. Schumacher will provide a summary list of materials to Commercial Land
Maintenance, to be reviewed with Mr. McGee.
MINUTES
May 17, 2018 LELY GOLF ESTATES MSTU 3/5
VII. Landscape Maintenance Report – Commercial Land Maintenance
A. Summary Comments
Mr. Kindelan updated the Committee on landscape maintenance noting:
• 8.2.12.180 fertilizer was applied week ending May 5, 2018; next application scheduled for
October 2018.
• Stump holes are being filled.
VIII. Project Managers Report - Dan Schumacher
A. Budget Report
Mr. Schumacher summarized the “Lely MSTU Fund Budget 152 dated May 17, 2018” for
information purposes and provided an overview of the budget noting:
• $239,043.35 of the FY18 Ad Valorem property tax revenue budget of $255,500.00 has been
collected.
• Total revenue FY18 is $563,500.00 including investment interest, transfers and contributions
(minus a 5% reserve of $12,900).
• Current Operating Expense budget is $192,000 of which commitments total $66,643.86;
expenditures $87,656.95.
• Uncommitted Operating Expense funds available are $37,699.19.
• A Purchase Order and Notice-to-Proceed were issued to Hart’s Electrical, Line 25.
• Improvements General funds of $146,900.00 can be accessed for special projects.
• Reserves for Insurance and Catastrophic/Hurricane funds total $179,400.00, an increase of
$9,400.00.
• Total available balance less committed expenses $387,187.75.
Mr. Schumacher conveyed the Committees decision to maintain a millage rate of 2.0000 to the
county Budget Office. The proposed FY19 budget will be presented at the June meeting.
B. Lighting Inspection Report
Mr. Schumacher reported the lighting report compiled by Commercial Land Maintenance, will be
reformatted to denote poles with LED lamps and A or B letter designation for poles with double
luminaires.
• A Notice-to-Proceed has been issued to Hart’s Electrical to replace lamp outages.
• Six LED replacement fixtures remain in stock; lamps will be reordered when inventory level
reaches two or three units.
• Cosmo light bulbs may still be on-hand for Doral Circle lamp replacements.
C. Lely HOA Street Sign Replacements – PO requested.
Mr. Schumacher and Chairman Branco visited Municipal Supply & Sign Co. to review the street
sign replacement prototype.
• The prototype was tested on the current sign poles.
• Edges will be squared (vs. rounded).
A Purchase order and Notice-to-Proceed for replacement of sixty-eight (68) signs has been issued.
D. Irrigation – 86 psi Pressurized Effluent (Non-Potable) Supply at Warren St.
• Pressure reading was 110 PSI; 85-90 PSI recommended. CLM will check the filter and the
pressure regulator.
MINUTES
May 17, 2018 LELY GOLF ESTATES MSTU 4/5
E. Stump Removals
Holes are being filled.
F. Tree Replacements – Quotes requested.
Mr. Schumacher reported a Request for Quote (RFQ) has been distributed for tree replacement &
will follow up with Mr. Kindelan.
G. U.S. 41 Median Landscaping
Mr. Schumacher received a response to his inquiry from Road Maintenance Landscape Operations
noting a landscape refurbishment plan was developed prior to Hurricane Irma. The current time
frame for installation is not yet determined.
IX. Old Business
A. Refurbishment of Entry Monuments
1. County Zoning Division Sign Review
a. McGee & Associates “Limited” Design update.
b. Land Survey and maximum height determination received.
c. Zoning Division recommends using a full-service sign company for design.
d. Easements for both entry and exit sides St. Andrews monuments confirmed.
Mr. McGee distributed Lely Entry Monument Concept Plans for Committee review highlighting
existing conditions, site improvements, architectural design elements and landscape plantings.
• The design features a metal trellis or arbor cantilevered in a bow shape beyond the wall.
• The trellis can be simplistic or decorative.
• Color and textures applicable to the fixture will be determined by the Committee
as the design progresses.
• Ornamental accessories such as benches can be incorporated into the design.
• A small leaf Clusia hedge can be planted behind the wall in advance of construction to allow
time to mature.
• Landscaping embellishments for consideration include Paroutis Palms, Magnolia trees and
Bougainvillea shrubs.
• A building permit is required for construction.
• The preliminary design work was performed under the “Limited Refurbishment Funds”
category of the current Purchase Order.
Mr. McGee will research the cost range of the trellis design with the manufacturer.
B. New Lift Station @ Hidden Valley Drive
1. FY-18 Public Utilities project – BCC Follow-up.
Mr. Schumacher reported as follows:
• The station is designed to accommodate future residential and commercial growth.
• Construction is “on hold” pending a public meeting to be scheduled in fall 2018.
C. Unfinished Business
1. Insurance for Pebble Beach Light Pole.
2. Auto Accident Median #3.
Insurance reimbursement is pending for both claims.
MINUTES
May 17, 2018 LELY GOLF ESTATES MSTU 5/5
X. New Business
A. Project Proposals for the FY -18 Year
The following projects are under consideration and will be addressed in 2018:
1. Lighting Pebble Beach Circle, potentially Doral Circle.
XI. Member Comments
None
XII. Public Comments
None
XIII. Adjournment
There being no further business to come before the Committee, the meeting was adjourned
by the Chair at 3:45 PM.
LELY GOLF ESTATES BEAUTIFICATION MSTU
ADVISORY COMMITTEE
________________________________
Tony Branco, Chairman
The Minutes were approved by the Committee on _____________________ 2018, as presented ____, or
as amended _____.
NEXT MEETING: JUNE 21, 2018 – 2:00 PM
COLLIER COUNTY EAST NAPLES LIBRARY
8787 TAMIAMI TRAIL EAST, NAPLES, FL 34113
(239) 775-5592
McGee & Associates
Landscape Architecture
Design * Environmental Management * Planning * Arborist
5079 Tamiami Trail East / P. O. Box 8052 Naples, Florida 34101
Phone (239) 417-0707 * Fax (239) 417-0708
LC 098 * FL 1023A
Project: LELY GOLF ESTATES BEAUTIFICATION, M.S.T.U. Landscape Observation Report: March 2018
Location: MSTU DISTRICIT ROADWAYS
Project Manager: Collier County Public Services Division, Public Transportation & Neighborhood Enhancements Department
Consultant: McGee & Associates Consultant’s Representative: Michael A. McGee, rla, isa
Contractor: Commercial Land Maintenance Contractor’s Representative: Robert Kindelan, Gary Gorden
Report Date: FY17-18, 06/12/18 Observation Date: 06/12/18 Report No. 8
AC - Indicates major or repeating items recommended to be discussed by the Advisory Committee
S - Indicates items to be addressed by staff. C - Indicates items to be addressed by Contractor
Contractor is requested to address items as soon as possible and indicate in RESPONSE/COMMENTS column when and which items are corrected.
Note: Copy picture out of comment boxes and then paste to additional sheet if picture is desired in larger size.
LOCATION/WORK AREA AC S C R OBSERVATION & RECOMMENDATIONS ADDITIONAL COMMENTS
All locations
St. Andrews Blvd. & US 41
In bound R/W South
X 2 Prune Paurotus palm 2 feet off edge of sidewalk.
X 7 Spider lily plants look poor. Recommend treatment with soil drench fungicide. M&A: 5/8/18 Please confirm fungicide or other treatment
has occurred.
X X 7 (6) Bougainvillea Silhouette are missing at first Oak tree along back side of sidewalk.
X X 7 (3) Bougainvillea Silhouette at Light pole #5 are missing.
X X 7 (16-18) Allamanda shrubs are missing and/or dead along parking lot edges. Shrubs are
part of County LDC requirement for screening. Replacement with same or Variegated
Schefflera should occur.
Newsstand Area X X 6 All previously noted Blueberry Flax lily that were behind the bench are now missing.
Out bound R/W North
Suncoast Credit Union side of
sidewalk
X X X Turf areas between the sidewalk and roadway between the Bougainvillea Silhouette
and to the east of the Silhouette is non-existing with mostly bare soil exposed.
Recommend removing weeds and lower soil level to 4 inches below valley gutter and
then replant areas with sod type Perennial Peanut ‘Ecoturf’, approx. 150 sq. ft. One strip
of sod east of Bougainvillea beds and three or four strips between Bougainvillea beds.
X 2 Prune Paurotus palm 2 feet off edge of sidewalk.
X 7 (8-10) Dwarf Bougainvillea ‘Helen Johnson’ replacement shrubs are missing.
X X 7 Turf areas are water stressed with multiple dead areas and areas containing noticeable
weeds.
St. Andrews Blvd.
Median #1
X X 7 On end of median several Bougainvillea Silhouette have been removed and will need to
be replaced. (3 5) 3 gal. size.
Median #2 X X X Remove western end Crown of thorn and replace with dwarf Bougainvillea ‘Helen
Johnson’, 3 gal., 3 rows, 1st row 22, 2nd row 20 & 3rd row 18 plants. Min. 3’ off edge of
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Page 2 of 7
LOCATION/WORK AREA AC S C R OBSERVATION & RECOMMENDATIONS ADDITIONAL COMMENTS
turf and adjacent plants
X X 7 On the west end about 240 s.f. of turf area contains dead areas and noticeable weeds.
Median #3 X X 7 Washingtonia stump removal will cause about 1/3 of existing Plumbago to be removed.
X X 7 (3) Queen’s crape myrtles (2) removed (1) damaged. Consider replacements of same or different species of
Crape myrtle.
Median #4 No major damaged observed.
Median #5 X X 7 At address 140: (1) Juniper dead and (1) Juniper missing
X 8 At address 164: (2) Queen’s crape myrtle leaning. Reset and stake.
X 8 At address 164: (1) Holly trees needs corrective pruning.
Median #6 X X At address 249: (11-12) dwarf Firebush plants have been run over. Prune off broken
and damaged wood and review for replacements 3 gal size. Also review and clean out
valve box and remove large stoned in median.
X X 7 Plumbago look poor. Appears it maybe water stress or insects. M&A: 02/05/18 Recommend pruning shrubs to uniform
shape and remove deadwood. M&A: 5/8/18 Shrubs still
appear off color and seem stressed.
X X 7 At address 228: (1) Holly tree is missing.
X X 8 At address 246: (1) Washingtonia removed. Remove or grind stump. Option 1: Remove remaining
Washingtonia palms and consider alternate replacement
palms (i.e. Foxtail, Christmas, Alexander palms or Sabal)
Median #7 No major damaged observed.
Median #8 No major damaged observed.
Median #8A No major damaged observed.
Median #9 X X 7 At address 388: (12-14) Dwarf Bougainvillea ‘Helen Johnson’ are missing or damaged.
X X 8 At address 364, 376 & 388: (3) Holly trees removed. Consider replacements with crape myrtles or smaller
palms (i.e. Foxtail, Alexander, Christmas palms)
X 8 At address 390: (1) Holly trees needs corrective pruning.
Median #10 X X 8 At address 402: (1) Holly tree removed. Consider replacement with same.
X X 8 (1) Replacement Holly tree is defoliated and in decline. Consider replacement with same.
Forrest Hills Blvd
Median #11 X X 7 At address 455: (1) Washingtonia palm has lifted. Consider removal.
X X 8 (1) Foxtail palm on south end removed due to accident damage. Replace with same.
X 8 (1) Foxtail palm on north end needs pruning and then reviewed for bud damage.
Median #12 X At address 413: East curb section has been broken just south of light pole. The north of
light pole is old chipped length of curbing.
X 7 The torpedo grass weeds are returning in the Bougainvillea shrubs at the north end of
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LOCATION/WORK AREA AC S C R OBSERVATION & RECOMMENDATIONS ADDITIONAL COMMENTS
the median.
X X X 7 At address 407-419: (4) Yellow Tabebuia trees have been removed. Consider replacement with Crape myrtle trees.
X X 7 At address 426: (1) Holly tree removed. Consider replacement with same or Crape myrtle tree.
Forest Hills Cart Crossing & Lake X X 3 Irrigation coverage on the north side of the roadway around the crown of thorn and
Xanadu needs to be reviewed and heads adjusted so to improve coverage.
X X X 5 Crown of thorn in all plant beds should be considered for replacement with perennial
peanut.
Valley Stream Cr. Median #13 X X 8 Paurotis palm needs dead frond removal.
X X 8 Approximately 180 sq. ft. on the east side and 360 sq. ft. on the west side of the St.
Augustine turf has died and contains weeds. Turf decline appears to be related to insect
and/or fungus issues. Replacement is recommended.
X 8 (6) Plumbago are declined and need replacing around water meters.
Pebble Beach Blvd.
Median #14
No major damaged observed.
Median #15 X X 8 At address 32: (1) Holly tree needs to be removed and replacement considered. Replace with crape myrtle species.
Median #16 X 8 Torpedo grass weed in Juniper on south end.
Median #17 X X 8 At address 140: (1) Tabebuia ‘Ipe’ removed. Replace with same or crape myrtle species.
X X 8 At address 132: (2) Sabal palms with broken trunks. Remove and replace with same. M&A: 6/12/18 hole filled
and ready for replacement planting.
X X 8 At address 124: (1) Tabebuia ‘Ipe’ remove. Replace with same or crape myrtle species.
X 8 At address 116: (1) Sabal palms with broken trunks needs to be removed. Remove and replace with same. M&A: 6/12/18 hole filled
and ready for replacement planting.
Median #18 X X 6 At address 164: (1) Washingtonia removed. Flush cut or grind stump. Option 1: Consider removal of
all remaining Washingtonia palms and replant with
smaller palms (i.e. Foxtail, Alexander, Christmas palms)
M&A: 6/12/18 hole filled and ready for replacement
planting.
Median #19 No major damaged observed.
Pebble Beach Blvd. Golf Cart
Crossing
X 3 South side east end: Remove one dead Plumbago shrub at base of declined Foxtail
palm.
X X 7 Northwest side (8) Plumbago shrubs are missing.
X 8 South side east end: (1) Foxtail needs to be pruned and reviewed. M&A: Foxtail palm is in considerable decline and removal
and replacement maybe needed. M&A: 4/10/18
Recommend removal of the declined Foxtail palm and
delay replacement. Soil fungus treatment is
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Landscape Architecture
LELY GOLF ESTATES BEAUTIFICATION, M.S.T.U. Report Date: FY17-18 06/12/18 Observation Date: 06/12/18 Report : 8
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LOCATION/WORK AREA AC S C R OBSERVATION & RECOMMENDATIONS ADDITIONAL COMMENTS
recommended prior to any replacement.
X X X 7 North side west end: Clean up debris and replant (5) Plumbago and recently removed
Foxtail palm that was removed due to lightening.
M&A: 01/09/18 Recommend replacement of previous
removed Foxtail palm due to decline of existing
Eucalyptus tree after hurricane Irma.
Thorncrest Ln. cul-de-sac #20 X X 8 (3) Sabal palms removed. (5) dwarf Bougainvillea missing. Grind or remove stumps and replace missing Sabal with
the same. Replant missing Bougainvillea.
X 8 Torpedo grass weed in Bougainvillea
Briarcliff Ln. Cu-de-sac #21 X X 8 (1) Sabal palms removed. Hurricane debris storage and removal has caused about 60
dwarf Bougainvillea plants to be removed and/or damaged to the point of replacement.
Grind or remove stumps and replace missing Sabal with
the same. Replant missing Bougainvillea.
Heather Grove Ln. Cul-de-sac #22 X X 6 Approximately 20 to 25 dwarf Bougainvillea shrubs are missing or have been damaged.
Some of the damage is related to recent roadway paving.
X X 8 (1) Sabal palms removed. No replacement needed or replace with same.
Baltusrol Signs X X 5 Recommend removing Crown of thorn beds and replace with Perennial Peanut.
X X 6 On south side it appears (4 or 5) Plumbago have died and should be replaced.
Doral Cr.
East R/W X X 8 (1) Yellow Tabebuia tree uprooted. Remove and replace with Golden Tabebuia tree.
X X 8 (1) Golden Tabebuia tree second from Rattlesnake Hammock needs corrective and
structural pruning to create new main leader.
Option 1: remove and replace with same.
X X 8 (1) 50 ft. gray wood Royal palm has bud broken out. Remove and replace with smaller
Royal palm. 4th from Rattlesnake Hammock
West R/W & Rattlesnake
Hammock Rd.
X X 5 Check irrigation system coverage and settings. Small turf area and Blueberry Flax Lily
appear water stressed.
X X 7 All broken and damaged tree branches hanging over the Podocarpus hedge should be
removed.
X X 8 Additional fertilizer is recommended for the first and fourth Foxtail palms west of Doral
circle. 10 lbs. 13-3-13 palm special fertilizer with minors.
M&A: 01/09/18 It is urgent that the fertilizer be placed in
order to try and save the palm. M&A: Recommended due
to level of decline and adjacent Oak tree growth over the
palm that it be removed and not replaced.
X X 15 31 54 +/- Blueberry Flax lilies are declined, dead and/or missing in the bed along
Rattlesnake Hammock Rd. These plants were planted and maintained by the
contractor. Replacements should be installed.
M&A: 4/10/18 Well over 505 of the Flax lily are dead or
missing. Recommend complete removal of all Flax lily
and replacement with one row of Yellow African Iris 1 gal.
size set 4 ft. off back of sidewalk and 4 ft. on center. (53)
plants recommended. If two small area (less than 5 sq.
ft.) of turf on the eastern end are removed an additional 3
plants will be required.
X X 8 (1) 50 ft. gray wood Royal palm has bud broken out. Remove and replace with smaller
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LOCATION/WORK AREA AC S C R OBSERVATION & RECOMMENDATIONS ADDITIONAL COMMENTS
Royal palm.5th from Rattlesnake Hammock
Median #23 X 5 Recommend pruning all Ixora shrubs to uniform shape and remove deadwood.
X X 7 (2) Existing Ixora shrubs have declined and need to be replaced just behind irrigation
controller.
X X X 8 (4) Jatropha trees are uprooted. (2) trees were removed and (2) need to be replanted
and staked.
Replace removed Jatropha trees. M&A: 6/12/18 Jatropha
stump still in median.
Median #24 Treasure Point Cul-
de-sac
X 5 Review and treat Bougainvillea for Caterpillars. M&A: 3/6/18 insects still actively eating foliage. M&A:
4/10/18 Insects still actively eating foliage. M&A: 6/12/18
Caterpillars still appear to be active and damaging and/or
defoliating shrubs.
X X 6 (6) dwarf Bougainvillea shrubs need to be planted in open bed areas. 3 gal. size.
Warren St. Pumping Station X X 8 Pump station area needs to be mulched.
Fertilization X X 3 Revised fertilization schedule to add Perennial Peanut fertilizer times and rates. It is
recommended to apply as soon as possible in April.
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LOCATION/WORK AREA AC S C R OBSERVATION & RECOMMENDATIONS ADDITIONAL COMMENTS
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LELY GOLF ESTATES BEAUTIFICATION, M.S.T.U. Report Date: FY17-18 06/12/18 Observation Date: 06/12/18 Report : 8
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LOCATION/WORK AREA AC S C R OBSERVATION & RECOMMENDATIONS ADDITIONAL COMMENTS
LELY MSTU
FUND 152
June 21, 2018
Vendor Item PO#Budget Commitments Expenditures Budget
Remainder
1 CUR AD VALOREM TAX (255,500.00)$ -$ (241,418.10)$ (14,081.90)$
2 DEL AD VALOREM -$ -$ (1,613.89)$ 1,613.89$
3 OVERNIGHT INTEREST -$ -$ (2,386.57)$ 2,386.57$
4 INVESTMENT INTEREST (1,000.00)$ -$ (13.05)$ (986.95)$
5 INS CO REFUNDS -$ -$ -$ -$
6 INTEREST TAX COLLECTOR -$ -$ -$
7 REVENUE STRUCTURE (256,500.00)$ -$ (245,431.61)$ (11,068.39)$
8 TRANSFERS FROM PROP APP -$ -$ -$ -$
9 TRANSFERS FROM TAX COLL -$ -$ -$ -$
10 CARRY FORWARD -$ -$
11 CARRY FORWARD GEN (319,900.00)$ -$ -$ (319,900.00)$
12 NEG 5% EST REV 12,900.00$ -$ -$ 12,900.00$
13 TRANSFERS & CONTRIB (307,000.00)$ -$ -$ (307,000.00)$
14 TOTAL REVENUE (563,500.00)$ -$ (245,431.61)$ (318,068.39)$
McGee & Associates Landscape Architect 4500182606 5,110.00$ 7,270.00$
Hole Montes Survey - Monuments 4500184641 -$ 972.50$
15 ENG. FEES & OTHERS 15,000.00$ 5,110.00$ 8,242.50$ 1,647.50$
16 INDIRECT COST REIMBURSE Collier County Indirect Cost Direct Pay 6,500.00$ -$ 6,500.00$ -$
Florida Land Maintenance Incidentals -Interim 4500183370 10,000.00$
Florida Land Maintenance Incidentals - New 4500186351 9,475.00$ 525.00$
Florida Land Maintenance Incidentals 4500182568 -$ 2,354.50$
Florida Land Maintenance 4500172048 -$ (102.60)$
17 LANDSCAPE INCIDENTALS 25,000.00$ 19,475.00$ 2,776.90$ 2,748.10$
Florida Land Maintenance Grounds Maintenance- Interim 4500183370 1,082.50$ 26,917.50$
Florida Land Maintenance Grounds Maintenance- New 4500186351 17,764.00$ 10,236.00$
Annat, Inc-Municipal Supply/Sig Replacement of street signs 4500186938 3,281.00$
Florida Land Maintenance Grounds Maintenance 4500182568 -$ 5,845.00$
OTHER CONTRACTUAL 85,000.00$ 22,127.50$ 42,998.50$ 19,874.00$
18 ELECTRICITY FPL Electricity Direct Pay 5,000.00$ 2,300.35$ 2,289.65$ 410.00$
19 POST FREIGHT Postage Postage allocation Ref# 100932628 -$ -$ 2.30$ (2.30)$
20 WATER AND SEWER Collier County Utilities Water Usage 470003503 15,000.00$ 5,623.59$ 7,376.41$ 2,000.00$
21 RENT EQUIPMENT J.M. Todd Shared Copier Lease 4500182947 300.00$ -$ -$ 300.00$
22 INSURANCE GENERAL Collier County Insurance General Direct Pay 400.00$ 100.00$ 300.00$ -$
Road & Bridge Access to R&B ICC Pro IGC 156.20$
Greinger Pressure gage for pump visa payment 44.80$
Home Depot Proivde Irma irigation parts visa payment 69.19$
23 FIS Pumps & related items 4500182573 1,041.45$ 958.55$
SPRINKLER SYSTEM MAINT 5,000.00$ 1,041.45$ 1,228.74$ 2,729.81$
24 Forestry Resources Mulch 4500182571 1,000.00$ -$ (1,000.00)$
SunBright Mulch 4500184785 7,378.00$
MULCH 10,000.00$ 1,000.00$ 7,378.00$ 1,622.00$
Graybar Electrical Philips - Brand LED retrofit fixtures 4500182927 1,041.44$ 5,458.56$
Hart's Electrical CON-Reinstall retrofit kit at Pole #6 4500183213 -$ 165.00$
25 Hart's Electrical Electrical Services 4500183630 1,530.00$ 400.00$
LIGHTING MAINTENANCE 10,000.00$ 2,571.44$ 6,023.56$ 1,405.00$
26 LICENSE & PERMITS Road & Bridge Access to R&B ICC Pro IGC 4,000.00$ -$ 4,000.00$
Juristaff Transcriptionist 4500182570 2,007.74$ 1,492.26$
Whited Holiday Holiday Decorations 4500182978 465.00$ 2,535.00$
27 OTHER MISCELLANEOUS 6,500.00$ 2,472.74$ 4,027.26$ -$
28 OFFICE SUPPLIES Staples Advantage Office Supplies 4500182958 300.00$ 183.75$ 16.25$ 100.00$
29 COPYING CHARGES J.M. Todd Copier CPC 4500182947 300.00$ 231.14$ 334.98$ (266.12)$
30 FERT HERB CHEM Florikan Fertlizer 4500182569 3,500.00$ 1,390.75$ 1,109.25$ 1,000.00$
CDW Provide office equipement for intern visa payment 32.00$
United States Flag Flags for Lely visa payment -$ 81.60$
31 OTHER OPERATING 200.00$ 113.60$ 86.40$
32 OPERATING EXPENSE 192,000.00$ 63,627.71$ 90,717.90$ 37,654.39$
33 IMPROVEMENTS GENERAL 148,900.00$ -$ -$ 148,900.00$
34 CAPITAL OUTLAY 148,900.00$ -$ -$ 148,900.00$
35 REIMBURSEMENT FOR STAFF SUPPORT 34,700.00$ -$ 34,700.00$
36 Budget Trans from Appraiser 2,000.00$ 1,482.30$ 517.70$
37 Budget Trans from Tax Collector 6,500.00$ 5,828.27$ 671.73$
38 TRANSFERS 43,200.00$ -$ 7,310.57$ 35,889.43$
39 CATASTROPHE/HURRICANE RESERVE 79,400.00$ -$ -$ 79,400.00$
40 Reserves for Insurance 100,000.00$ -$ -$ 100,000.00$
41 RESERVES 179,400.00$ -$ -$ 179,400.00$
42 TOTAL BUDGET 563,500.00$ 63,627.71$ 98,028.47$ 401,843.82$
Total Available Balance 401,843.82$
119,917,030 FY 10 Final Taxable Value Plus Commited And Not Spent 63,627.71$
104,325,032 FY 11 Final Taxable Value
95,871,609 FY 12 Final Taxable Value
92,697,303 FY 13 Final Taxable Value Estimated Cash 465,471.53$
95,718,423 FY 14 Final Taxable Value
99,596,489 FY 15 Final Taxable Value
106,888,467 FY 16 Final Taxable Value
116,823,687 FY 17 July Taxable Value
127,772,474 FY 18 July Taxable Value
9.37%Adj. 17 to 18
FY 18 FY 17
Millage 2.0000 2.0000 2.0 mill cap
Extension 255,545 233,647
FY 18 Gross Taxable Value 127,772,474
Minus: New Const. Annex.1,738,539
Plus: Amendment #1 TV Component 0
Adj. Taxable Value 126,033,935
Prior year FY17 Levy (Proceeds)233,647
Rolled Back Rate (less Amend One)1.8538
91% of Rolled Back Rate 1.6870
Property Tax Limitation Impact
Estimated Cash Less
Uncollected Ad Valorem Taxes 451,389.63$
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Department Budgetary Cost Summary
257,434 264,900 304,100 - 304,100 281,100 14.8%Personal Services
1,801,118 3,586,900 4,201,100 - 4,201,100 1,654,600 17.1%Operating Expense
42,800 43,200 33,300 - 33,300 43,200 (22.9%)Indirect Cost Reimburs
- 1,410,200 1,283,300 - 1,283,300 307,200 (9.0%)Capital Outlay
2,101,352 5,305,200 5,821,800 - 5,821,800 2,286,100 Net Operating Budget 9.7%
18,796 21,700 23,800 - 23,800 21,700 9.7%Trans to Property Appraiser
41,430 58,800 62,300 - 62,300 58,800 6.0%Trans to Tax Collector
80,000 15,000 15,000 - 15,000 15,000 0.0%Advance/Repay to 111 Unincrp Gen Fd
247,400 260,600 296,400 - 296,400 260,600 13.7%Trans to 111 Unincorp Gen Fd
- - 91,700 - 91,700 - Trans to 112 Landscape Fd na
- 167,800 73,600 - 73,600 - (56.1%)Reserves for Capital
- 100,000 100,000 - 100,000 - 0.0%Reserves for Insurance
2,488,978 5,929,100 6,484,600 - 6,484,600 9.4% 2,642,200 Total Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Appropriations by Program
131,355 342,000 303,200 - 303,200 314,300 (11.3%)Forest Lakes Roadway & Drainage
MSTU (159)
197,765 686,000 412,300 - 412,300 420,600 (39.9%)Golden Gate Beautification MSTU (153)
278,950 291,700 334,000 - 334,000 307,900 14.5%Landscape & MSTU's Operations (111)
132,228 340,900 422,400 - 422,400 162,900 23.9%Lely Golf Estates Beautification MSTU
(152)
5,250 5,800 300 - 300 5,200 (94.8%)Platt Road MSBU (167)
114,189 7,500 10,100 - 10,100 7,500 34.7%Radio Rd East Beautification MSTU (166)
104,910 896,500 860,100 - 860,100 108,500 (4.1%)Radio Road Beautification MSTU (158)
11,060 39,900 47,400 - 47,400 15,400 18.8%Rock Road MSTU (165)
5,613 99,400 97,800 - 97,800 21,000 (1.6%)Sabal Palm Road Extension MSTU&BU
(151)
1,120,032 2,595,500 3,334,200 - 3,334,200 922,800 28.5%Vanderbilt Beach MSTU (143)
Total Net Budget
2,488,978 5,929,100 6,484,600 - 6,484,600 9.4% 2,642,200 Total Budget
Total Transfers and Reserves
2,101,352 5,305,200 2,286,100 5,821,800 - 5,821,800
387,626 623,900 356,100 662,800 - 662,800
9.7%
6.2%
Fiscal Year 2019 88 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Department Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
1,945,394 2,332,000 2,474,700 - 2,474,700 6.1% 1,856,700 Ad Valorem Taxes
1,225 - - - - - Delinquent Ad Valorem Taxes na
5,525 - - - - - Special Assessments na
1,645 - - - - - Miscellaneous Revenues na
49,001 9,000 11,500 - 11,500 27.8% 37,900 Interest/Misc
2,366 - - - - - Trans frm Property Appraiser na
13,603 - - - - - Trans frm Tax Collector na
31,550 31,100 37,600 - 37,600 20.9% 47,300 Net Cost MSTU General Fund
124,300 - - - - - Trans fm 111 MSTD Gen Fd na
91,500 94,300 96,500 - 96,500 2.3% 94,300 Trans fm 143 Vander Beaut Fd
33,200 38,100 46,400 - 46,400 21.8% 38,100 Trans fm 158 Radio Rd Beaut Fd
2,900 3,000 3,100 - 3,100 3.3% 3,000 Trans fm 151 Sable Palm Rd Ex Fd
32,600 34,700 43,500 - 43,500 25.4% 34,700 Trans fm 152 Lely Golf Beaut Fd
34,800 36,300 44,800 - 44,800 23.4% 36,300 Trans fm 153 G Gate Beaut Fd
49,800 50,700 57,900 - 57,900 14.2% 50,700 Trans fm 159 Forest Lake Fd
2,600 3,500 4,200 - 4,200 20.0% 3,500 Trans fm 165 Rock Rd
4,297,100 3,413,800 3,788,900 - 3,788,900 11.0% 4,228,600 Carry Forward
- (117,400)(124,500) - (124,500) 6.0% - Less 5% Required By Law
Total Funding 6,484,600 6,719,110 5,929,100 6,484,600 - 9.4% 6,431,100
Department Position Summary Forecast
FY 2018
Adopted Recom'd ChangeExpandedActualCurrent
FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
3.00 3.00 3.00 - 3.00 0.0%Landscape & MSTU's Operations (111) 3.00
3.00 3.00 3.00 - 3.00 0.0% 3.00 Total FTE
Fiscal Year 2019 89 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Landscape & MSTU's Operations (111)
Mission Statement
To provide administrative, maintenance and project management staff support to multiple roadway beautification and
drainage Municipal Services Taxing Units (MSTUs).
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
MSTU Project Management 37,600 296,400 334,000 3.00
This program provides administrative support services for several
established Municipal Service Taxing Units (MSTU) engaged in
constructing and maintaining private roads, stormwater, utility and/or
landscaping beautification projects. Project management and
coordination services are also provided for established MSTUs with
multiple projects.
3.00 334,000 296,400 37,600Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
257,434 264,900 304,100 - 304,100 281,100 14.8%Personal Services
21,516 26,800 29,900 - 29,900 26,800 11.6%Operating Expense
Net Operating Budget 278,950 291,700 334,000 - 334,000 307,900 14.5%
278,950 291,700 334,000 - 334,000 14.5% 307,900 Total Budget
3.00 3.00 3.00 - 3.00 0.0% 3.00 Total FTE
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
31,550 31,100 37,600 - 37,600 20.9% 47,300 Net Cost MSTU General Fund
91,500 94,300 96,500 - 96,500 2.3% 94,300 Trans fm 143 Vander Beaut Fd
33,200 38,100 46,400 - 46,400 21.8% 38,100 Trans fm 158 Radio Rd Beaut Fd
2,900 3,000 3,100 - 3,100 3.3% 3,000 Trans fm 151 Sable Palm Rd Ex Fd
32,600 34,700 43,500 - 43,500 25.4% 34,700 Trans fm 152 Lely Golf Beaut Fd
34,800 36,300 44,800 - 44,800 23.4% 36,300 Trans fm 153 G Gate Beaut Fd
49,800 50,700 57,900 - 57,900 14.2% 50,700 Trans fm 159 Forest Lake Fd
2,600 3,500 4,200 - 4,200 20.0% 3,500 Trans fm 165 Rock Rd
Total Funding 334,000 278,950 291,700 334,000 - 14.5% 307,900
Notes:
This budget provides for three regular positions responsible for administration, maintenance coordination and project management of
seven roadway beautification and drainage Municipal Services Taxing Units/Districts as well as responding to requests to establish
new Municipal Service Units/Districts.
Forecast FY 2018:
Personal Services forecast reflects the inclusion of job bank funding to assist with asset management data collection.
Current FY 2019:
Personal Services reflect the inclusion job bank funding of $34,400 to assist with ongoing asset management data collection.
Revenues:
Primary funding is provided through allocated management fee payments from the managed MSTU's. Net cost to the Unincorporated
Area General Fund (111) is attributable to un-recoverable MSTU related support provided to the general public.
Fiscal Year 2019 90 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Vanderbilt Beach MSTU (143)
Mission Statement
The Vanderbilt Beach MSTU is created for the purpose of: (1) Providing curbing, watering facilities, plantings and
maintenance of the median strips and right-of-way edges of roadways within the MSTU; (2) Providing traffic calming
improvements, street lighting, and sidewalks within the MSTU; and (3) Beautification and maintenance of other public areas
with the MSTU as determined by the Advisory Committee.
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
Maintenance Operations & Overhead - 109,300 109,300 -
Reserves/Transfers/Interest - 58,100 58,100 -
Improvements General/Landscaping - 3,321,400 3,321,400 -
- 3,488,800 3,488,800 -Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
1,093,932 2,579,000 3,325,700 - 3,325,700 906,300 29.0%Operating Expense
26,100 16,500 8,500 - 8,500 16,500 (48.5%)Indirect Cost Reimburs
Net Operating Budget 1,120,032 2,595,500 3,334,200 - 3,334,200 922,800 28.5%
9,224 11,000 12,000 - 12,000 11,000 9.1%Trans to Property Appraiser
23,268 32,500 34,000 - 34,000 32,500 4.6%Trans to Tax Collector
91,500 94,300 96,500 - 96,500 94,300 2.3%Trans to 111 Unincorp Gen Fd
- - 12,100 - 12,100 - Trans to 112 Landscape Fd na
1,244,024 2,733,300 3,488,800 - 3,488,800 27.6% 1,060,600 Total Budget
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
1,151,081 1,280,300 1,342,500 - 1,342,500 4.9% 1,216,300 Ad Valorem Taxes
322 - - - - - Delinquent Ad Valorem Taxes na
24,352 5,000 7,500 - 7,500 50.0% 20,000 Interest/Misc
1,243 - - - - - Trans frm Property Appraiser na
7,640 - - - - - Trans frm Tax Collector na
2,090,000 1,512,300 2,206,300 - 2,206,300 45.9% 2,030,600 Carry Forward
- (64,300)(67,500) - (67,500) 5.0% - Less 5% Required By Law
Total Funding 3,488,800 3,274,637 2,733,300 3,488,800 - 27.6% 3,266,900
Notes:
Budget guidance specified that MSTU's without advisory board oversight would be limited to a rolled back rate position unless staff
presents a compelling reason for additional funds. MSTU's with advisory board oversight can consider tax rates ranging from tax
neutral (rolled back rate) to millage neutral depending upon program requirements and taxable values upon advisory board
recommendation. This MSTU has advisory board oversight and the advisory board has requested that the millage rate remain at the
cap of .5000 per $1,000 of taxable value pursuant to Ordinance 2001-43.
Forecast FY 2018:
Expenditures can be characterized as routine median maintenance with focus on implementing a long-term improvement plan for the
Vanderbilt Beach MSTU boundaries. The focal point of this plan is the burying of power lines. Approximately $747,000 in project
expenditures are anticipated prior to September 30, 2018.
Fiscal Year 2019 91 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Vanderbilt Beach MSTU (143)
Current FY 2019:
This expenditure plan contemplates continued expenses associated with burying power lines and other maintenance/improvement
initiatives. A total of $3,152,100 in contractual expenses is budgeted toward these efforts. Relative to Hurricane Irma clean up a
$12,100 reimbursement transfer to Landscape Fund (112) is budgeted. County Landscape Fund (112) provided initial centralized
expenditure management and payment for Hurricane Irma cleanup activities which are being reimbursed in FY 19 by the benefitting
MSTUs. No reserves are budgeted.
Revenues:
Taxable value for FY 2019 is $2,685,004,518 an increase of 4.88% over last year. The rolled back rate for this district totals 0.4791 per
$1,000 of taxable value. The FY 2019 millage rate totals 0.5000 per $1,000 of taxable value - the ordained limit - and is expected to
raise $1,342,500 in property tax revenue.
Fiscal Year 2019 92 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Sabal Palm Road Extension MSTU&BU (151)
Mission Statement
The Sabal Palm Road Extension Municipal Service Taxing and Benefit Unit (MSTU&BU) was created and established initially
for the purpose of providing a preliminary engineering study for the design, construction and financing of roadway
improvements within the Unit. Due to the State purchase of over 70% of the land within this district, efforts to obtain permits
for roadway construction are suspended. Available funds are now used for roadway maintenance.
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
Maintenance Operations & Overhead - 100,900 100,900 -
- 100,900 100,900 -Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
5,313 98,700 96,900 - 96,900 20,300 (1.8%)Operating Expense
300 700 900 - 900 700 28.6%Indirect Cost Reimburs
Net Operating Budget 5,613 99,400 97,800 - 97,800 21,000 (1.6%)
19 200 - - - 200 (100.0%)Trans to Property Appraiser
64 300 - - - 300 (100.0%)Trans to Tax Collector
2,900 3,000 3,100 - 3,100 3,000 3.3%Trans to 111 Unincorp Gen Fd
8,596 102,900 100,900 - 100,900 (1.9%) 24,500 Total Budget
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
2,135 - - - - - Ad Valorem Taxes na
163 - - - - - Miscellaneous Revenues na
1,236 - - - - 900 Interest/Misc na
3 - - - - - Trans frm Property Appraiser na
21 - - - - - Trans frm Tax Collector na
129,600 102,900 100,900 - 100,900 (1.9%) 124,500 Carry Forward
Total Funding 100,900 133,158 102,900 100,900 - (1.9%) 125,400
Notes:
Budget guidance specified that MSTUs without advisory board oversight would be limited to a rolled back rate position unless staff
presents a compelling reason for additional funds. MSTUs with advisory board oversight can consider tax rates ranging from tax
neutral (rolled back rate) to millage neutral depending upon program requirements and taxable values upon advisory board
recommendation.
The Public Services Department has advised that talks continue with State Department of Forestry officials to transfer maintenance
responsibility of the roadway. No millage was levied beginning in FY 2018 and remaining fund balance will be applied toward road
maintenance and reduced systematically. Talks with the State will be monitored and a decision whether or not to reinstate a millage
will be made at the appropriate time.
Forecast FY 2018:
Forecast operating/capital expenses reflect anticipated level of roadway maintenance executed during FY 2018.
Current FY 2019:
There is $96,200 budgeted for anticipated roadway maintenance which represents the majority of dollars appropriated in this MSTU.
Remaining dollars are allocated toward MSTU project management and related overhead.
Fiscal Year 2019 93 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Sabal Palm Road Extension MSTU&BU (151)
Revenues:
No levy is proposed consistent with the plan to transfer road maintenance responsibility to the State Department of Forestry.
Fiscal Year 2019 94 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Lely Golf Estates Beautification MSTU (152)
Mission Statement
The MSTU was created for the purpose of beautifying and maintaining the median areas of boulevards and certain other
public areas within the Lely Golf Estates Beautification Municipal Service Taxing Unit. The major objective is to refurbish and
maintain the completed landscape and irrigation improvements.
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
Maintenance Operations & Overhead - 175,900 175,900 -
Reserves/Transfers/Interest - 177,000 177,000 -
Landscape maintenance and improvements - 299,300 299,300 -
- 652,200 652,200 -Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
129,928 185,500 185,800 - 185,800 156,400 0.2%Operating Expense
2,300 6,500 6,500 - 6,500 6,500 0.0%Indirect Cost Reimburs
- 148,900 230,100 - 230,100 - 54.5%Capital Outlay
Net Operating Budget 132,228 340,900 422,400 - 422,400 162,900 23.9%
1,796 2,000 2,500 - 2,500 2,000 25.0%Trans to Property Appraiser
5,508 6,500 6,800 - 6,800 6,500 4.6%Trans to Tax Collector
32,600 34,700 43,500 - 43,500 34,700 25.4%Trans to 111 Unincorp Gen Fd
- - 26,600 - 26,600 - Trans to 112 Landscape Fd na
- 79,400 50,400 - 50,400 - (36.5%)Reserves for Capital
- 100,000 100,000 - 100,000 - 0.0%Reserves for Insurance
172,132 563,500 652,200 - 652,200 15.7% 206,100 Total Budget
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
225,316 255,500 271,400 - 271,400 6.2% 242,800 Ad Valorem Taxes
13 - - - - - Delinquent Ad Valorem Taxes na
3,798 1,000 1,000 - 1,000 0.0% 3,000 Interest/Misc
243 - - - - - Trans frm Property Appraiser na
1,808 - - - - - Trans frm Tax Collector na
294,700 319,900 393,400 - 393,400 23.0% 353,700 Carry Forward
- (12,900)(13,600) - (13,600) 5.4% - Less 5% Required By Law
Total Funding 652,200 525,878 563,500 652,200 - 15.7% 599,500
Notes:
Budget guidance specified that MSTUs without advisory board oversight would be limited to a rolled back rate position unless staff
presents a compelling reason for additional funds. MSTUs with advisory board oversight can consider tax rates ranging from tax
neutral (rolled back rate) to millage neutral depending upon program requirements and taxable values upon advisory board
recommendation.
Forecast FY 2018:
The majority of operating expenses cover contractual landscape maintenance and landscape supplies. The Lely MSTU's year ending
cash balance at September 30, 2017 remains stable at $353,700 and is sufficient given the MSTU's desired reserve position.
Fiscal Year 2019 95 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Lely Golf Estates Beautification MSTU (152)
Current FY 2019:
Operating expenses include a landscape services contract and related appropriations to maintain the landscape system. Capital
expenses include $230,100 for general district landscape improvements. Relative to Hurricane Irma clean up a $26,600
reimbursement transfer to Landscape Fund (112) is budgeted. County Landscape Fund (112) provided initial centralized expenditure
management and payment for Hurricane Irma cleanup activities which are being reimbursed in FY 19 by the benefitting MSTUs. The
Lely MSTU Advisory Board continues to recommend a hurricane reserve set-aside that totals $100,000. A modest capital reserve for
future improvements is also budgeted.
Revenues:
Taxable value for FY 2019 is $135,684,837, an increase of 6.17% over last year. The rolled back rate for this district totals 1.8935 per
$1,000 of taxable value. Ordinance 91-104 places a cap on the millage rate at 2.0000 per $1,000 of taxable value. This budget is sized
around the 2.0000 ordained millage cap in accordance with the advisory board's wishes, which will raise $271,400 in property tax
revenue.
Fiscal Year 2019 96 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Golden Gate Beautification MSTU (153)
Mission Statement
The Golden Gate MSTU was created for the purpose of providing curbing, irrigation, plantings and maintenance of the
medians and right-of-way edges of roadways within the MSTU; providing traffic calming improvements, street lighting, and
sidewalks within the MSTU; and beautification and maintenance of other public areas within the MSTU as recommended by
the Advisory Committee.
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
Maintenance Operations & Overhead - 16,100 16,100 -
Reserves/Transfers/Interest - 65,400 65,400 -
Median maintenance services - 187,300 187,300 -
Median improvements - 208,900 208,900 -
- 477,700 477,700 -Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
194,065 331,900 226,500 - 226,500 261,700 (31.8%)Operating Expense
3,700 8,900 6,900 - 6,900 8,900 (22.5%)Indirect Cost Reimburs
- 345,200 178,900 - 178,900 150,000 (48.2%)Capital Outlay
Net Operating Budget 197,765 686,000 412,300 - 412,300 420,600 (39.9%)
2,087 4,000 4,200 - 4,200 4,000 5.0%Trans to Property Appraiser
4,970 9,500 10,000 - 10,000 9,500 5.3%Trans to Tax Collector
34,800 36,300 44,800 - 44,800 36,300 23.4%Trans to 111 Unincorp Gen Fd
- - 6,400 - 6,400 - Trans to 112 Landscape Fd na
239,622 735,800 477,700 - 477,700 (35.1%) 470,400 Total Budget
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
239,636 376,900 407,300 - 407,300 8.1% - Ad Valorem Taxes
316 - - - - - Delinquent Ad Valorem Taxes na
1,481 - - - - - Miscellaneous Revenues na
6,230 1,000 1,000 - 1,000 0.0% 4,500 Interest/Misc
282 - - - - - Trans frm Property Appraiser na
1,632 - - - - - Trans frm Tax Collector na
547,300 376,800 89,900 - 89,900 (76.1%) 555,800 Carry Forward
- (18,900)(20,500) - (20,500) 8.5% - Less 5% Required By Law
Total Funding 477,700 796,877 735,800 477,700 - (35.1%) 560,300
Notes:
Budget guidance specified that MSTUs without advisory board oversight would be limited to a rolled back rate position unless staff
presents a compelling reason for additional funds. MSTUs with advisory board oversight can consider tax rates ranging from tax
neutral (rolled back rate) to millage neutral depending upon program requirements and taxable values upon advisory board
recommendation.
Fiscal Year 2019 97 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Golden Gate Beautification MSTU (153)
Forecast FY 2018:
Regular median landscape maintenance as well as electricity, lighting, utilities and supplies represents on average between 85% and
90% of total forecast expenses. Year ending September 30, 2017 actual fund balance programmed as part of FY 2018 forecast
revenue totals $555,800 - a slight $8,500 increase over the prior year.
Current FY 2019:
Programmed operating expenses are typical for this MSTU and include engineering design services and professional landscape fees.
Other operating expenses include customary overhead charges plus costs for fertilizer, chemicals, mulch and supplies. Relative to
Hurricane Irma clean up, a $6,400 reimbursement transfer to Landscape Fund (112) is budgeted. County Landscape Fund (112)
provided initial centralized expenditure management and payment for Hurricane Irma cleanup activities which are being reimbursed in
FY 19 by the benefitting MSTUs. Capital outlay includes $178,900 for median improvements and other capital initiatives. No reserve is
budgeted.
Revenues:
Taxable value for FY 2019 is $814,547,920, an increase of 8.7% over last year. The rolled back rate for this district totals 0.4624 per
$1,000 of taxable value. Ordinance 96-51 places a cap on the millage rate at .5000 per $1,000 of taxable value. Consistent with the
advisory board's recommendation, this budget is sized around the maximum millage rate which will generate $407,300 in property tax
revenue. This district is planning for substantial lighting and sidewalk improvements, thus the recommendation to levy the maximum
millage.
Fiscal Year 2019 98 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Radio Road Beautification MSTU (158)
Mission Statement
The Radio Road MSTU was created for the purpose of providing curbing, irrigation, plantings, and maintenance of the median
areas for that portion of Radio Road district lying between Airport-Pulling Road (CR 31) and Santa Barbara Boulevard.
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
Maintenance Operations & Overhead - 78,800 78,800 -
Reserves/Transfers/Interest - 69,800 69,800 -
Improvements General/Landscaping - 784,600 784,600 -
- 933,200 933,200 -Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
102,910 155,800 119,700 - 119,700 104,000 (23.2%)Operating Expense
2,000 4,500 4,200 - 4,200 4,500 (6.7%)Indirect Cost Reimburs
- 736,200 736,200 - 736,200 - 0.0%Capital Outlay
Net Operating Budget 104,910 896,500 860,100 - 860,100 108,500 (4.1%)
2,609 2,000 2,200 - 2,200 2,000 10.0%Trans to Property Appraiser
2,262 3,100 3,300 - 3,300 3,100 6.5%Trans to Tax Collector
33,200 38,100 46,400 - 46,400 38,100 21.8%Trans to 111 Unincorp Gen Fd
- - 21,200 - 21,200 - Trans to 112 Landscape Fd na
142,981 939,700 933,200 - 933,200 (0.7%) 151,700 Total Budget
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
110,650 124,400 130,400 - 130,400 4.8% 119,400 Ad Valorem Taxes
2 - - - - - Delinquent Ad Valorem Taxes na
8,733 2,000 2,000 - 2,000 0.0% 6,000 Interest/Misc
351 - - - - - Trans frm Property Appraiser na
743 - - - - - Trans frm Tax Collector na
856,300 819,700 807,500 - 807,500 (1.5%) 833,800 Carry Forward
- (6,400)(6,700) - (6,700) 4.7% - Less 5% Required By Law
Total Funding 933,200 976,780 939,700 933,200 - (0.7%) 959,200
Notes:
Budget guidance specified that MSTUs without advisory board oversight would be limited to a rolled back rate position unless staff
presents a compelling reason for additional funds. MSTUs with advisory board oversight can consider tax rates ranging from tax
neutral (rolled back rate) to millage neutral depending upon program requirements and taxable values upon advisory board
recommendation.
Forecast FY 2018:
Operating expenses in furtherance of the MSTU's mission including contractual services, electricity, landscape supplies and irrigation
system maintenance account for the vast majority of total forecast expenses which are below the adopted budget.
Current FY 2019:
The vast majority of appropriated operating expenses provide for routine landscape maintenance and contractual landscape services.
Fiscal Year 2019 99 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Radio Road Beautification MSTU (158)
Relative to Hurricane Irma clean up a $21,200 reimbursement transfer to Landscape Fund (112) is budgeted. County Landscape
Fund (112) provided initial centralized expenditure management and payment for Hurricane Irma cleanup activities which are being
reimbursed in FY 19 by the benefitting MSTUs. Capital outlay includes $736,200 for curb repair/replacement, irrigation improvements
and other median beautification improvements planned within the district.
Revenues:
Taxable value for FY 2019 is $1,304,331,302, an increase of 4.96% over last year. The rolled back rate for this district is 0.0962 per
$1,000 of taxable value. Ordinance 96-84 places a cap on the millage rate at 0.5000 per $1,000 of taxable value. Actual fund balance
at year ending September 30, 2017 decreased by $22,500 to $833,800. At the advisory committee's recommendation, the FY 2017 tax
levy was reduced to $.1000 per $1,000 of taxable value and that millage neutral rate is recommended again for FY 2019.
Fiscal Year 2019 100 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Forest Lakes Roadway & Drainage MSTU (159)
Mission Statement
Provide for roadway and drainage improvements along with annual maintenance within the Forest Lakes Roadway and
Drainage Municipal Service Taxing Unit.
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
Maintenance Operations & Overhead - 88,000 88,000 -
Reserves/Transfers/Interest - 48,600 48,600 -
Roadway and Drainage Maintenance - 144,500 144,500 -
Capital Improvements for Roadway and Drainage - 138,100 138,100 -
- 419,200 419,200 -Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
124,555 157,300 160,100 - 160,100 152,300 1.8%Operating Expense
6,800 4,800 5,000 - 5,000 4,800 4.2%Indirect Cost Reimburs
- 179,900 138,100 - 138,100 157,200 (23.2%)Capital Outlay
Net Operating Budget 131,355 342,000 303,200 - 303,200 314,300 (11.3%)
1,532 2,000 2,500 - 2,500 2,000 25.0%Trans to Property Appraiser
4,226 5,700 7,000 - 7,000 5,700 22.8%Trans to Tax Collector
49,800 50,700 57,900 - 57,900 50,700 14.2%Trans to 111 Unincorp Gen Fd
- - 25,400 - 25,400 - Trans to 112 Landscape Fd na
- 88,400 23,200 - 23,200 - (73.8%)Reserves for Capital
186,913 488,800 419,200 - 419,200 (14.2%) 372,700 Total Budget
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
182,758 256,100 279,000 - 279,000 8.9% 243,300 Ad Valorem Taxes
530 - - - - - Delinquent Ad Valorem Taxes na
3,458 - - - - 3,000 Interest/Misc na
206 - - - - - Trans frm Property Appraiser na
1,388 - - - - - Trans frm Tax Collector na
279,200 245,600 154,200 - 154,200 (37.2%) 280,600 Carry Forward
- (12,900)(14,000) - (14,000) 8.5% - Less 5% Required By Law
Total Funding 419,200 467,539 488,800 419,200 - (14.2%) 526,900
Notes:
Limited General Obligation Bonds approved by district referendum in November 2006, totaling up to $6,250,000, were sold in October
2007. Net proceeds booked to the project fund (159) after issuance costs and certain eligible project costs totaled approximately
$5,900,000. This construction project is complete and approximately $973,200 in unspent bond proceeds was transferred from the
operating fund to the debt service fund. Construction costs for the various projects were substantially under the original engineers cost
estimate due to the competitive bidding environment.
Fiscal Year 2019 101 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Forest Lakes Roadway & Drainage MSTU (159)
Forecast FY 2018:
Total forecast expenses are under the amended budget and reflect a reduced level of anticipated capital outlay.
Current FY 2019:
This expense program is maintenance oriented and includes a nominal capital component totaling $138,100 and a capital reserve
totaling $23,200. Operating expense includes funds for contractual engineering, maintenance of improvements constructed as well as
MSTU overhead costs. Relative to Hurricane Irma clean up a $25,400 reimbursement transfer to Landscape Fund (112) is budgeted.
County Landscape Fund (112) provided initial centralized expenditure management and payment for Hurricane Irma cleanup activities
which are being reimbursed in FY 19 by the benefitting MSTUs. Non-mandatory debt service coverage within the debt service fund is
1.05 times which is sufficient given the fact that taxable value continues to increase, and total taxes collected at four (4) mills covers
FY 19 debt service by roughly $257,700.
Revenues:
Beginning in FY 2008, two tax levies - one for operating (Fund 159) and one for debt service (Fund 259) - were established. Together
the levies total $4.000 per $1,000 of taxable value - the amount authorized within the enabling ordinance. Debt service is exempt from
statutory property tax limiting calculations, thus the overall millage rate payable by property owners within the district will remain at
4.000 consistent with the advisory board's recommendation. Taxable value for this district totals $202,220,837, representing a 6.19%
increase over last year. With a debt service millage equal to 2.6202 per $1,000 of taxable value, the operating millage is 1.3796 per
$1,000 of taxable value. This operating millage is expected to generate $279,000 in property tax revenue while the debt millage, shown
in Fund (259), will generate $529,900.
Refinancing the Districts debt has been considered and is not recommended by the County's financial advisors, PFM Financial
Advisors, LLC. PFM has advised that NPV savings are not sufficient to justify a refinancing. This debt will be fully repaid in 2022.
Fiscal Year 2019 102 Public Services Department
Collier County Government
Fiscal Year 2019 Recom'd Budget
Public Services Department
Improvement Districts and MSTU
Rock Road MSTU (165)
Mission Statement
Provide for and maintain roadway improvements to include drainage, sidewalks and street lighting.
FY 2019
Budget
FY 2019
Total FTE
FY 2019
Revenues
FY 2019
Net CostProgram Summary
Maintenance Operations & Overhead - 7,200 7,200 -
Reserves/Transfers/Interest - 15,000 15,000 -
Improvements General - 46,000 46,000 -
- 68,200 68,200 -Current Level of Service Budget
ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
Program Budgetary Cost Summary
10,760 38,900 46,400 - 46,400 14,400 19.3%Operating Expense
300 1,000 1,000 - 1,000 1,000 0.0%Indirect Cost Reimburs
Net Operating Budget 11,060 39,900 47,400 - 47,400 15,400 18.8%
283 400 400 - 400 400 0.0%Trans to Property Appraiser
1,021 1,200 1,200 - 1,200 1,200 0.0%Trans to Tax Collector
80,000 15,000 15,000 - 15,000 15,000 0.0%Advance/Repay to 111 Unincrp Gen Fd
2,600 3,500 4,200 - 4,200 3,500 20.0%Trans to 111 Unincorp Gen Fd
94,963 60,000 68,200 - 68,200 13.7% 35,500 Total Budget
Program Funding Sources ForecastAdopted Recom'd ChangeExpandedActualCurrent
FY 2018 FY 2019FY 2019FY 2019FY 2018FY 2017 FY 2019
33,829 38,800 44,100 - 44,100 13.7% 34,900 Ad Valorem Taxes
831 - - - - 300 Interest/Misc na
38 - - - - - Trans frm Property Appraiser na
335 - - - - - Trans frm Tax Collector na
86,500 23,200 26,300 - 26,300 13.4% 26,600 Carry Forward
- (2,000)(2,200) - (2,200) 10.0% - Less 5% Required By Law
Total Funding 68,200 121,533 60,000 68,200 - 13.7% 61,800
Notes:
The Rock Road Improvement MSTU was created pursuant to Ordinance 2006-56. Budget guidance specified that MSTU's without
advisory board oversight would be limited to a rolled back rate position unless staff presents a compelling reason for additional funds.
MSTU's with advisory board oversight can consider tax rates ranging from tax neutral (rolled back rate) to millage neutral depending
upon program requirements and taxable values upon advisory board recommendation.
The Board on March 10, 2015 (item 11B) approved an internal loan from the Unincorporated Area General Fund (111) to this MSTU in
an amount up to $285,000 under repayment terms not to exceed fifteen (15) years for purposes of improving the roadway in
accordance with County standards. The actual advance totaling $260,000 will be repaid interest free over a period of ten (10) years.
The advance was received as revenue in FY 2015 and the first payment to Fund (111) totaling $51,200 was budgeted in FY 2016.
Improvements were made in FY 2015 totaling $187,000. The difference between the advance and actual improvement costs resulted
in a $123,500 actual fund balance at year ending September 30, 2015.
Forecast FY 2018:
Forecast expenses are limited to routine roadway maintenance within areas not resurfaced as part of roadway improvements made in
FY 2015. The FY 2017 payment to the Unincorporated Area General Fund totaled $80,000 and the remaining balance will be repaid in
Fiscal Year 2019 103 Public Services Department
LELY MSTU LIGHTING INSPECTIONS
Jan-18 SEE SEE SEE SEE SEE SEE
BELOW BELOW BELOW BELOW BELOW BELOW
ST. ANDREWS ENTRANCE OFF US41
LIGHT DESCRIPTION JAN FEB MAR APRIL MAY JUNE
Flagpole Light-1 LED
Flagpole Light-1 LED
Flagpole Light-1 LED
Sign Light-North US41
Sign Light-South US41 OUT OUT OUT OUT OUT
Single Luminare-1 LED
Single Luminare-2 LED
Single Luminare-3 LED
Single Luminare-4 LED
Single Luminare-5 LED
Single Luminare-6 LED
Single Luminare-7 LED
Single Luminare-8 LED
Single Luminare-9 LED
Single Luminare-10 LED
Single Luminare-11 LED OUT OUT
PEBBLE BEACH LIGHTING
Double Luminare-1 LED
EAST SIDE
OUT
EAST SIDE
OUT
Double Luminare-2
Double Luminare-3
Double Luminare-4 OUT
Double Luminare-5 OUT OUT
Double Luminare-6
Double Luminare-7
Double Luminare-8
Double Luminare-9
Double Luminare-10 LED
EAST SIDE
OUT
EAST SIDE
OUT OUT OUT OUT
Double Luminare-11
Double Luminare-12 LED
Double Luminare-13
Double Luminare-14
Double Luminare-15
Double Luminare-16 LED
Double Luminare-17 LED
Double Luminare-18
Double Luminare-19
Double Luminare-20
Double Luminare-21
Single Luminare-22
Single Luminare-23
SOLAR LIGHT @AUGUSTA
Solar Light-@Augusta
DORAL CIRCLE LIGHTING
Double Luminare-D-1
Double Luminare-D-2
Sign Light-DS-1
Sign Light-DS-2 OUT OUT
Single Luminare-B1 OUT OUT
Single Luminare-B2
Single Luminare-B3
Single Luminare-B4
McGee & Associates
Landscape Architecture
Design * Environmental Management * Planning * Arborist
5079 Tamiami Trail East / P. O. Box 8052 Naples, Florida 34101
Phone (239) 417-0707 * Fax (239) 417-0708
LC 098 * FL 1023A
April 17, 2018
Dan Schumacher
MSTU Project Manager
Public Transit and Neighborhood Enhancement Department
Public Services Division
3299 East Tamiami Trail East, Suite 103
Naples, Florida 34112-5746
Subject: Landscape Architectural Services for Lely Golf Estates M.S.T.U. St. Andrews & US 41
Entrance Beautification Improvements. 2018-007P
Dear Mr. Schumacher:
As requested, McGee & Associates is providing the following proposal of services for your review and
approval. McGee & Associates (M & A) agrees to provide the following “Scope of Services” related to
above described project. See attached “Project Man Hour and Fee Support Calculations”, Sheet 1 for
service hours and fees.
Scope of Services
Task 1: Base Plan Preparation:
1.1 Review the existing MSTU drawings, Hole, Montes survey, and County aerial photos to develop a
CAD base map for the concept and construction plans. The base site plan will not include the
exact or field surveyed locations of any utilities or other objects in the project areas.
Task 2: Site Investigation:
2.1 The LA of Record will review the project site so to complete an analysis of the existing site
features, conditions, vegetation and adjacent land uses, so to produce a current base map for
design purposes. Review Collier County LDC sign code requirements to show restrictions on
base site plan.
2.2 The LA of record will strive to adhere to Collier County Roadway Rights-of-W ay, Collier County
L.D.C. and F.D.O.T. Design Indexes, Design Guidelines, criteria and applicable ordinances and
codes pertinent to signage, hardscape, landscape and irrigation installation for this specific
project roadway and easement areas.
Task 3: Conceptual Design:
3.1 The LA of Record will prepare conceptual hardscape (e.g. community identification signage
renovation and improvements, sign and feature lighting, site amenities or other related features)
and landscape designs that will illustrate the design intent for the proposed project areas. To
include plans, drawings and/or presentation graphics.
Provide as required structural engineering services through a Florida Registered Structural
Engineer.
The conceptual design will be based on the staff and MSTU Advisory Committee’s input.
3.2 The LA of Record will meet with the MSTU Advisory Committee and/or County project manager
to present and review the concepts, resolve questions, confirm the project budget, and receive
approval to begin the conceptual design development.
3.3 The LA of Record will prepare an Opinion of Probable Costs based upon the Conceptional
Design Development drawings.
3.4 Attend meetings and present conceptual documentation for receiving County permitting
approvals.
Page 2, 04/17/18
Dan Schumacher, MSTU Project Manager
Lely Golf Estates MSTU
Proposal 2018-007P
Task 4: Final Design Development (60% Plans):
4.1 The LA of Record will prepare (60%) Hardscape, Landscape and Irrigation Design Development
Plans for permitting, bidding and construction purposes based upon approved concepts, budgets
and comments from the MSTU, Public and County staff.
Provide as required structural engineering services through a Florida Registered Structural
Engineer.
4.2 The LA of Record will prepare an Opinion of Probable Costs based upon the 60% Design
Development drawing package.
4.3 The LA of Record shall submit to the County Project Manager two (2) 11” x 17” sets of (60%)
Design Development drawings for review and comments.
4.4 The LA of Record shall meet with MSTU Advisory Committee and County staff to discuss their
60% plan review comments. County Staff and the LA of Records shall then work to resolve all
outstanding issues.
Task 5: Final Construction Documents (90% Plans):
5.1 The LA or Records will prepare (90%) Hardscape, Landscape and Irrigation Design Development
Plans for permitting, bidding and construction purposes based upon staff approval of 60% Design
Development Plans and Opinion of Probable Cost.
Provide as required structural engineering services through a Florida Registered Structural
Engineer.
5.2 The LA of Record will prepare an Opinion of Probable Costs based upon the 90% Construction
Drawing package.
5.4 The LA of Record shall submit to the county Project Manager two (2) 11” x 17” sets of (90%)
Construction Drawings for review and comments.
5.5 The LA of Record shall meet with MSTU Advisory Committee and County staff to discuss their
(90%) project review comments. Staff and The LA of Record shall then work to resolve all
outstanding issues.
Task # 6.0 – Final Construction Documents (100%):
6.1 Based upon staff approval of 90% Construction Drawings the LA of Record will prepare (100%)
Construction Plans, Details and Specifications to minimally include the following:
a. Cover Sheet: Includes project name, limits, declarations, location map,
and sheet index.
b. Hardscape Plans: To include proposed site plan of proposed
improvement features and amenities for community identification
signage, sign & feature lighting, Arbor and/or Trellis structures,
decorative pavement installation details and/or specifications.
c. Planting Plans: Showing placement of plant materials, plant schedule:
including plant quantities, species and size specifications, along with
planting installation details and specifications.
d. Irrigation Plans: To include piping, sprinkler selection and layout for 100
percent coverage of proposed plant materials, along with installation
details and specifications.
e. Prepare bid tabulation schedules.
d. Provide final opinion of probable cost
Provide as required structural engineering services through a Florida Registered Structural
Engineer.
Task #7.0 – Bidding & Permitting Assistance:
7.1 The LA of Record will attend one pre-bid meeting at the Collier County offices.
7.2 The LA of Record will assist staff in preparing any addendums to include bid tabulation
adjustments and responses to the pre-bid meeting and bid questions.
PROJECT MAN HOUR AND FEE ESTIMATE SUPPORT CALCULATIONS
PROJECT NAME: Lely Golf Estates MSTU CONSULTANT: McGee & Associates Sheet No. 1
LOCATION: St. Andrews Blvd. and US 41 Community Entrance M&A PROJECT#: 2018-007P
OWNER/CLIENT: Collier County Public Transit and Neighborhood Enhancement Department DATE: 04/17/2018
Public Services Division Rates per Contract #16-6598
PRINCIPAL/SENIOR
CONTRACT LANDSCAPE TECHNICAL ADMIN. / CLERICAL ESTIMATED ESTIMATED ESTIMATED ESTIMATED
HOURS & RATES ARCHITECT CAD SUPPORT HOURS FEES SUBCONSULTANT TOTAL
Hrs.RATE Hrs. RATE Hrs. RATES FEES FEES
TASK DESCRIPTION $150.00/hr $70.00/hr $60.00/hr
FEE FEE FEE
Task 1: BASE PLAN PREPARATION
1.1 Base Plan Development 0.5 $75.00 1 $70.00 0.5 $30.00 2 $175.00 -$ $175.00
Task 1 Subtotal:0.5 $75.00 1 $70.00 0.5 $30.00 2 $175.00 -$ $175.00
Task 2: SITE INVESTIGATION
2.1 Site reviews & field confirmations 0.5 $75.00 0.5 $35.00 0.5 $30.00 1.5 $140.00 -$ $140.00
2.2 Design criteria research & review 0.5 $75.00 0.5 $35.00 0.5 $30.00 1.5 $140.00 -$ $140.00
Task 2 Subtotal:1 $150.00 1 $70.00 1 $60.00 3 $280.00 -$ $280.00
Task 3: CONCEPTUAL DESIGN
3.1 Design - Hardscape, Landscape & Irrigation 5 $750.00 8 $560.00 2 $120.00 15 $1,430.00 300.00$ $1,730.00
3.2 Reviews & Meetings 1 $150.00 1 $70.00 1 $60.00 3 $280.00 -$ $280.00
3.3 Opinion of Costs 1 $150.00 1 $70.00 1 $60.00 3 $280.00 -$ $280.00
3.4 Staff & Permitting Meetings 1 $150.00 1 $70.00 1 $60.00 3 $280.00 -$ $280.00
Task 3 Subtotal:8 $1,200.00 11 $770.00 5 $300.00 24 $2,270.00 300.00$ $2,570.00
Task 4: FINAL DESIGN DEVELOPMENT (60% Plans)
4.1 Design - Hardscape, Landscape & Irrigation 12 $1,800.00 8 $560.00 3 $180.00 23 $2,540.00 300.00$ $2,840.00
4.2 Opinion of Costs 1 $150.00 2 $140.00 1 $60.00 4 $350.00 -$ $350.00
4.3 Submittals (11x17 plans)0.5 $75.00 1 $70.00 1 $60.00 2.5 $205.00 -$ $205.00
4.4 Reviews, Meetings & Address Comments 1 $150.00 1 $70.00 1 $60.00 3 $280.00 -$ $280.00
Task 4 Subtotal:14.5 $2,175.00 12 $840.00 6 $360.00 32.5 $3,375.00 300.00$ $3,675.00
Task 5: FINAL CONSTRUCTION DOCUMENTS (90% Plans)
5.1 Design - Hardscape, Landscape & Irrigation 2 $300.00 8 $560.00 2 $120.00 12 $980.00 300.00$ $1,280.00
5.2 Opinion of Costs `0.5 $75.00 1 $70.00 1 $60.00 2.5 $205.00 -$ $205.00
5.3 Submittals (11x17 plans)0.5 $75.00 1 $70.00 1 $60.00 2.5 $205.00 -$ $205.00
5.4 Reviews, Meetings & Address Commnets 1 $150.00 1 $70.00 1 $60.00 3 $280.00 -$ $280.00
Task 5 Subtotal:4 $600.00 11 $770.00 5 $300.00 20 $1,670.00 300.00$ $1,970.00
PROJECT MAN HOUR AND FEE ESTIMATE SUPPORT CALCULATIONS
PROJECT NAME: Lely Golf Estates MSTU CONSULTANT: McGee & Associates Sheet No. 2
LOCATION: St. Andrews Blvd. and US 41 Community Entrance M&A PROJECT#: 2018-007P
OWNER/CLIENT: Collier County Public Transit and Neighborhood Enhancement Department DATE: 04/17/2018
Public Services Division Rates per Contract #16-6598
Task 6: FINAL CONSTRUCTION DOCUMENTS (100% Plans)
6.1 Design - Hardscape, Landscape & Irrigation 0.5 $75.00 1 $70.00 0 $0.00 1.5 $145.00 1,800.00$ $1,945.00
6.1.a Cover sheet 0.5 $75.00 1 $70.00 0 $0.00 1.5 $145.00 -$ $145.00
6.1.b Hardscape Plans 0.5 $75.00 1 $70.00 0 $0.00 1.5 $145.00 -$ $145.00
6.1.c Planting plans 0.5 $75.00 1 $70.00 0 $0.00 1.5 $145.00 -$ $145.00
6.1.d Irrigation Plans 0.5 $75.00 1 $70.00 0 $0.00 1.5 $145.00 -$ $145.00
6.1.e Bid Tabulation Schedules 0.5 $75.00 1 $70.00 1 $60.00 2.5 $205.00 -$ $205.00
6.1.d Opinion of Costs 0.5 $75.00 1 $70.00 1 $60.00 2.5 $205.00 -$ $205.00
Task 6 Subtotal:3.5 $525.00 7 $490.00 2 $120.00 12.5 $1,135.00 1,800.00$ $2,935.00
Task 1-6 Subtotal:$8,905.00 $2,700.00 $11,605.00
Task 7: BIDDING & PERMITTING ASSISTANCE
7.1 Pre-bid meeting 1 $150.00 0.5 $35.00 0.5 $30.00 2 $215.00 -$ $215.00
7.2 Prepare Addendum & Adjust Bid Tabulation & Opinion of Cost 1 $150.00 0.5 $35.00 1 $60.00 2.5 $245.00 -$ $245.00
7.3 Permitting Assistance 1 $150.00 1 $70.00 1 $60.00 3 $280.00 -$ $280.00
Task 7 Subtotal:3 $450.00 2 $140.00 2.5 $150.00 7.5 $740.00 -$ $740.00
Task 8: CONSTRUCTION ASSISTANCE
8.1 Pre-Construction Meeting 0.5 $75.00 0.5 $35.00 0.5 $30.00 1.5 $140.00 -$ $140.00
8.2 Landscape, Hardscape & Irrigation Construction Observations & Compliance 0.5 $75.00 0.5 $35.00 1 $60.00 2 $170.00 -$ $170.00
8.2.a Project initial site meeting 1 $150.00 0.5 $35.00 0.5 $30.00 2 $215.00 -$ $215.00
8.2.b Project Site Construction Observations 4 $600.00 1 $70.00 3 $180.00 8 $850.00 -$ $850.00
8.2.c Attend Weekly Construction Meetings 8 $1,200.00 1 $70.00 3 $180.00 12 $1,450.00 -$ $1,450.00
8.2.d Review and approve pay applications 1.5 $225.00 0.5 $35.00 1.5 $90.00 3.5 $350.00 -$ $350.00
8.2.e Substantial Completion Assistance & Observation 1.5 $225.00 0.5 $35.00 0.5 $30.00 2.5 $290.00 300.00$ $590.00
8.2.f Final Completion Assistance & Observation 5 $750.00 0 $0.00 0 $0.00 5 $750.00 300.00$ $1,050.00
8.3. Submittals and Shop Drawing reviews and comments 2 $300.00 0.5 $35.00 1 $60.00 3.5 $395.00 -$ $395.00
8.4 As-built/Record drawing coordiantion and production of cad files.2 $300.00 4 $280.00 1 $60.00 7 $640.00 -$ $640.00
Task 8 Subtotal:26 $3,900.00 9 $630.00 12 $720.00 47 $5,250.00 600.00$ $5,850.00
Task 9 REIMBERSABLES - Per contract 16-6598 $100.00 $$100.00
Totals:60.5 $9,075.00 54 $3,780.00 34 $2,040.00 148.5 $14,995.00 3,300.00$ $18,295.00
`
Estimate
Estimate Date:6/20/2018
Estimate #:E1105556
Bill To:
Collier County Board of County Commission
Clerk's Finance Department
3299 Tamiami Trail East
Suite 700
Napels, FL 34112-5749
Florida Land Maintenance, Inc.
dba Commercial Land Maintenance
3980 Exchange Avenue
Naples, FL 34104
P.O. NO.:
Terms:Net 30
Project:LELY MSTU
4500183370
239.643.6205
Total
Estimate is valid for 30 days from date above.
Subject to Florida Land Maintenance, Inc. terms
and conditions
Description Qty.Rate Total
LELY; The following Estimate is for PLANT
REPLACEMENT on St. Andrews Blvd. as requested by
Dan Schumacher
0.00 0.00
Supervisor (per man hour) 8 75.00 600.00
Regular labor/helper (per man hour) 16 65.00 1,040.00
Reimbursement for 3-gal plant material purchased (cost
plus 15%)
Bouganvillea Sillouette, qty.14
Bush Allamanda, qty. 18
Bouganvillea Dwarf Helen Johnson, qty. 84
Juniper, qty. 2
1 800.00 800.00
Please Note: The estimated work hours may be higher
or lower depending on actual hours expended. Actual
hours will be billed.
0.00 0.00
$2,440.00
27.A.4
Packet Pg. 628 Attachment: Backup - June 21-2018 (6141 : Lely Golf Estates Beautification MSTU - June 21, 2018)