Forest Lakes MSTU Agenda 09/04/2018 FOREST ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
LAKES 3299 East Tamiami Trail-Suite 103,Naples,FL 34112
AGENDA
SEPTEMBER 4,2018
I. CALL TO ORDER
II. ATTENDANCE
Advisory Committee Marianne Fanning—Chair (4/21/2022)
Barbara Bell—Vice Chair (4/21/2019)
Richard Barry (4/21/2022)
George E. Fogg (4/21/2020)
John Goody (4/21/2019)
Staff Michelle Arnold—Director
Dan Schumacher—Project Manager
Contractors Aaron Gross—Ground Zero
Aaron Denton, Project Manager—Windham Studio
III. APPROVAL OF AGENDA
IV. APPROVAL OF MINUTES-AUGUST 7, 2018
V. CONTRACTOR REPORTS:
A. Windham Studio Landscape Architecture—Scott Windham (not present)—No August report.
B. Perimeter Tree Replacement Plan—Advisory Committee Comments
C. Ground Zero Landscape Maintenance—Aaron Gross
VI. PROJECT MANAGERS REPORT:
A. BUDGET REPORT.
B. Quail Run Ficus Hedge—Removal?
C. Status—
1. Bonness—Sidewalk repairs—Complete.
2. Haskins—Drainage Improvements—Nearing completion.
3. McShea—Thermoplastic roadway re-striping—Complete.
4. Windham Studio—Tree replacement plans—presented and under review.
D. Procurement—
1. Quotes: Landscape Maintenance—Ground Zero multi-year contract,FY-19. (5-0)
2. PO's Requested: n/a. 3. PO's Issued:
E. Light Pole Lamp Replacements—Hart's Electrical
F. Light Pole Number Duplicates.
VI. NEW & ONGOING BUSINESS:
A. Quail Run GC—MSTU Funds from the MSTU for golf course beatification & maintenance.
VII. OLD BUSINESS
VIII. PUBLIC COMMENTS
IX. ADJOURNMENT
NEXT MEETING: OCTOBER 2, 2018 - 10:00 AM
FOREST LAKES CONDO ASSOCIATION CLUBHOUSE
1058 FOREST LAKES DRIVE, NAPLES, FL 34112
(239) 261-5497
August 7, 2018 Forest Lakes MSTU 1/1
MINUTES
FOREST ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
LAKES 3299 East Tamiami Trail-Suite 103,Naples,FL 34112
MINUTES
AUGUST 7, 2018
I. CALL TO ORDER
Chair Fanning called the meeting to order at 10:00 A.M.
A quorum was established.
II. ATTENDANCE
Advisory Committee Marianne Fanning—Chair
Barbara Bell—Vice Chair
Richard Barry
George Fogg
John Goody
Staff Michelle Arnold—Director(Excused)
Dan Schumacher - Project Manager
Contractors Aaron Denton, Project Manager—Windham Studio
Scott Hane - Ground Zero Landscaping
Doug Burnham—Quail Run Golf Club
Wendy Warren - JuriSolutions
Community Attendees Rick Korb
Robert Monico
III. APPROVAL OF AGENDA
Mr. Fogg moved to approve the Agenda of the Forest Lakes Advisory Committee as presented.
Second by Mr. Goody. Carried unanimously 5- 0.
IV. APPROVAL OF MINUTES—July 3, 2018
Mr. Barry moved to approve the minutes of the July 3, 2018 Forest Lakes Advisory Committee as
presented. Second by Mr. Goody. Carried unanimously 5- 0.
V. CONTRACTORS REPORTS
A. Windham Studio Landscape Architecture— Scott Windham, Landscape Architect (not
present)—No August report.
B. Perimeter Tree Replacement Plan—Aaron Denton, Project Manager,Windham Studio
Mr. Denton reported the vision for the Forest Lakes M.S.T.U. Street Tree Project focuses on
juxta positioning seasonal color (taller and courtyard flowering trees) with shade trees along the
roadway. He outlined the conceptual plans, detailed by street and section, noting a Planting Key
Map was included.
• Proposed species were denoted in color accompanied by color coded photographs of the
trees; existing trees were neutral in tone and identified as "ex. "
• Larger trees were positioned mid-section with smaller trees on the perimeter.
• Crape Myrtle, Bridal Veil, Bottlebrush Sea Grape and Shady Lady were included in the
assortment.
August 7, 2018 Forest Lakes MSTU 1/5
MINUTES
• Mr. Denton apprised the Committee of the pros and cons of each species and solicited
Committee feedback on design and product
During Committee discussion the following was noted:
• Creation of shade over sidewalks to protect pedestrians from the sun is a key component.
• Absence of irrigation in the vicinity of the Street Tree Project should be a factor in
specimen selection. Gator irrigation bags will be required.
• Flowering trees do drop their leaves and are bare during the winter months.
• Jacaranda and Hong Kong Orchid trees should be considered in the assortment.
• Royal Poinciana and Golden Rain trees grow large and may require extra maintenance.
• Trees will be planted for shade and color—not specific to residences—with attention
given to spacing to accommodate future growth.
• A mechanism to notify homeowners of the plantings must be developed.
Ficus Hedge
Mr. Schumacher and Mr. Denton will investigate removal of the Ficus Hedge on Forest Lakes
Boulevard, northwest of the golf course driving range, and suggest landscape alternatives.
Mr. Schumacher noted an easement may be required to perform services in the area.
Mr. Schumacher requested committee members email their comments and suggestions applicable
to the landscape plan.
C. Ground Zero Landscape Maintenance—Scott Hane
Mr. Hane reported on landscape maintenance as follows:
• The front entrance landscape, including the sod and Bougainvillea Standards, was
fertilized and sprayed with fungicide.
• The invasive Potato vine encroaching the fence bordering Naples Bath and Tennis Club
was sprayed with herbicide.
• In response to dry conditions, irrigation times were increased.
VI. PROJECT MANAGERS REPORT
A. Budget Report
Mr. Schumacher presented the "Forest Lakes MSTU Fund 159, August 7, 2018"for FY-18
noting:
• FY18 Ad Valorem property tax revenue budget is $256,100.00 of which $246,283.77 has
been collected.
• Total revenue FY18 is $488,800.00 including investment interest, transfers and
contributions (minus a 5% reserve of$12,900).
• Operating Expense Budget is $162,100.00 of which $42,134.71 is committed; $81,690.62
is expended.
• Unencumbered Operating Expense funds available are $38,274.67.
• Improvements General, Line 32, commitments total $160,547.75 for Haskins, Inc.,
contractor for the "Drainage Improvements"project, and the McShea Contracting project
to replace roadway and crosswalk Thermoplastic striping and reflectors.
• Funding of the Drainage and Roadway Striping projects resulted in a $19,352.25 balance
remaining in the FY-18 Capital Outlay Budget.
• New Purchase Orders will be issued to accommodate the FY-19 budget requirements.
• The Operating Expense balance will"roll over" to the FY-19 budget.
• The existing bond will be repaid in 2022.
• Total available balance for FY-18 is $146,526.51.
August 7, 2018 Forest Lakes MSTU 2/5
MINUTES
B. Procurement.
1. Quotes:
i. Landscape Maintenance—Ground Zero awarded multi-year contract, FY-19.
Ground Zero Landscaping was the lowest bidder to the County's Invitation to Bid(ITB)
Landscaping Contract request for the Forest Lakes Roadway and Drainage M.S.T.U.
and, according to County practice, was awarded a three year contract with option for two
one year renewals.
The Contract will be presented to the Board of County Commissioners in September
2018 for approval commencing October 1, 2018. The Purchase Order will be reflected
in the FY-19 budget.
2. PO's Requested: n/a
No Purchase Order requests are pending.
3. PO's Issued
i. Bonness—Sidewalk Repairs—8/1 Notice-to-Proceed
Bonness. Inc. evaluated the condition of the sidewalks from Woodshire Lane to Forest
Lakes Boulevard and identified nineteen cracked slabs which posed trip/safety hazards.
A Purchase Order has been generated for $6,144.33 for the repairs which are scheduled
to commence August 12, 2018.
ii. Haskins—Drainage Improvements—7/17 Notice-to-Proceed
Haskins, Inc. was awarded the bid for the "Drainage Improvements Project" (east of
Quail Forest Blvd. on Forest Lakes Blvd.).
A Purchase Order in the amount of$135,270 for the work and a Notice-to-Proceed have
been issued.
Haskins submitted a Maintenance of Traffic Plan (MOT); anticipated start date is
August 8th or 9th
iii. Thermoplastic roadway re-striping.
The modified roadway re-striping project to install thermoplastic center line striping and
reflectors on the Forest Lakes roadways of Woodshire Lane, Forest Lakes Boulevard,
Forest Lakes Drive and Quail Forest Boulevard including stop bars, crosswalks, golf cart
crossings and blue reflectors on fire hydrants is complete.
Side road striping application and additional repairs will be addressed for execution in
FY-19.
iv. Windham Studio—Tree Replacement Plans—6/08 Notice-to-Proceed.
Design plans were presented to the Committee under Item V. B.
C. Light Pole Lamp Replacements—Hart's Electrical
Mr. Schumacher will cross reference his list of lamp outages to street lamps replaced by
Hart's Electrical and consult them regarding the twenty one(21) additional lamp outages he
identified during his community drive-through.
August 7, 2018 Forest Lakes MSTU 3/5
MINUTES
It was noted tree limbs are interfering with lamps, blocking light, and will solicit a quote for
pruning.
LED Light Pole Replacement Bulbs
Mr. Schumacher reported on the success of the Lumec LED lamp fixture replacement program
in the Lely community and will research options for converting the Forest Lakes community to
LED street lights.
D. Light Pole Number Duplicates
The project to renumber light poles on the north side of the Forest Lakes Boulevard is
progressing; the Committee will be updated at a future meeting.
VII. NEW& ONGOING BUSINESS
A. Quail Run GC —Additional Funds from the MSTU for golf course beautification and
maintenance.
1. Request submitted to the County Attorney's Office to evaluate feasibility.
Mr. Schumacher participated in workshops with the County Attorney's office and Steve
Carnell, Public Services, to discuss the proposal.
Steve Carnell recommended Mr. Schumacher schedule a meeting with the Department to
evaluate fundable categories that may be appropriate for M.S.T.U. funds.
The County Attorney's office is evaluating the proposal and will render an opinion on the
feasibility of the Forest Lakes M.S.T.U. financially participating in projects with the Quail
Run Golf Club. The Board of County Commissioner and County manager approval is also
required for implementation.
Mr. Schumacher will update the Committee on his findings regarding the matter at the
September meeting.
VIII. OLD BUSINESS
Australian Pines
Mr. Barry queried on his request for Staff to investigate the possibility of the County assuming
responsibility for trimming the Australian pines on Pine Ridge Road.
Mr. Schumacher will continue to pursue options for assumption of responsibility of the trees
maintenance and report his findings at a future meeting.
IX. PUBLIC COMMENTS
Drainage
Robert Monico inquired regarding budget funding to improve swale drainage in the community.
The Committee reported the "Drainage Improvements Project" east of Quail Forest Blvd. on
Forest Lakes Boulevard is being undertaken. Additional options studied by Agnoli, Barber&
Brundage (ABB) did not present viable options.
The "Gordon River Extension Stormwater Study"prepared by ABB is scheduled for distribution
late 2018. Findings and recommendations may provide drainage options for consideration for the
Forest Lakes community.
August 7, 2018 Forest Lakes MSTU 4/5
MINUTES
X. ADJOURNMENT
There being no further business to come before the Committee, the meeting was adjourned
by the Chair at 11:28 AM.
NEXT MEETING: SEPTEMBER 4,2018- 10:00 A.M.
FOREST LAKES CONDO ASSOCIATION CLUBHOUSE
1058 FOREST LAKES DRIVE,NAPLES FL 34112
FOREST LAKES ROADWAY AND DRAINAGE MSTU ADVISORY COMMITTEE
Marianne Fanning, Chair
The Minutes were approved by the Committee on 2018, as presented , or
as amended
August 7, 2018 Forest Lakes MSTU 5/5
FOREST LAKES MSTU
FUND 159
September 4,2018
Budget
FY-18 Vendor Item POP Budget Commitments I Expenditures Remainder
i
1 CUR AD VALOREM TAX $ (256,100.00) $ (246,283.77) $ (9.816.23)
2 DEL AD VALOREM $ - $ - $ -
3 OVERNIGHT INTEREST $ - $ (1,600.40) $ 1,600.40
4 INVESTMENT INTEREST $ - $ (2,850.82) $ 2,850.82
5 INTEREST TAX COLLECTOR $ - $ (15.11) $ 15.11
6 REVENUE STRUCTURE $ (256,100.00) $ (250,750.10) $ (5,349.90)
7 CARRY FORWARD GEN $ (245,600.00) $ - $ (245,600.00)
8 CARRY FORWARD OF ENCUMB AMT $ - $ -
9 NEG 5%EST REV $ 12,900.00 $ - $ 12,900.00
10 TRANSFERS&CONTRIB $ (232,700.00) $ - $ - $ (232,700.00)
11 TOTAL REVENUE $ (488,800.00) $ - $ (250,750.10) $ (238,049.90)
12 OTHER SALARIES $1,600.00 $3,400.00
13 SOCIAL SECURITY $200.00 $300.00
14 RETIREMENT REGULAR $200.00 $300.00
15 PERSONAL SERVICES $ 2,000.00 $ 2,000.00
12 ENGINEERING FEES Agonil,Barber&Brundage Inc Stormwater Engineer Consultant 4500187222 $ 12,000.00 $ 892.75 $ 933.25 $ 10,174.00
Windham Studio,Inc. Landscape Architect 4500183530 $ 3,075.00 $ 3,075.00
Windham Studio,Inc. To pay Invoices-FY17 4500185010 $ - $ 1,500.00
13 ENGINEERING FEES OTHER $ 8,000.00 $ 3,075.00 $ 4,575.00 $ 350.00
14 INDIRECT COST REIMBURS Collier County Direct Pay $ 4,800.00 $ 4,800.00 $ -
15 INTERDEPT.PAYMENT Collier County Direct Pay $ 500.00 $ - $ - $ 500.00
Ground Zero Landscape Incidentals 4500172242 $ - $ (150.00)
Ground Zero Landscape Incidentals 4500182149 $ - $ 1,041.00
Ground Zero Landscape Incidental(interim) 4500184455 $ 2,688.00 $ 462.00
16 LANDSCAPE INCIDENTALS $ 5,000.00 $ 2,688.00 $ 1,353.00 $ 959.00
Ground Zero Grounds Maintenance 4500182149 $ - $ 4,981.50
Ground Zero Grounds Maintenance-2018 4500184455 $ 4,874.00 $ 11,430.00
Ground Zero Grounds Maint.- 4500172242 $ - $ (161.00)
Ground Zero Swales Maintenance 4500183632 $ 11,088.00 $ 15,912.00
Preferred Materials Asphalt Milling 4500183633 $ - $ 11,220.00
Mattauer Aquatic Vegetation-Lakes 4500183270 $ 2,625.00 $ 3,675.00
Hannula Swale Maintenance 4500183577 $ - $ 1,570.25
Annat Inc Sign Replacement/Restand 4500186259 $ - $ 2,726.13
17 OTHER CONTRACTUAL $ 88,000.00 $ 18,587.00 $ 51,353.88 $ 18,059.12
18 OTHER CONTRACTUAL Bonness,Inc. Sidewalk Repairs 4500188592 $ 10,000.00 $ 6,144.33 $ - $ 3,855.67 `
19 ELECTRICITY FP&L Electricity Direct Pay $ 15,000.00 $ 3,543.65 $ 9,656.35 $ 1,800.00
20 WATER AND SEWER City of Naples Reclaimed Water Direct Pay $ 3,000.00 $ 464.25 $ 1,035.75 $ 1,500.00
21 RENT EQUIPMENT JM Todd Copier/Printer Lease(shared) 4500182934 $ 300.00 $ - $ - $ 300.00
22 INSURANCE GENERAL Collier County Insurance Direct Pay $ 200.00 $ - $ 200.00 $ -
23 SPRINKLER SYSTEM MAIN FIS Irrigation Parts 4500181962 $ 1,500.00 $ 873.18 $ 126.84 $ 500.00
24 MULCH Forestry Resources Mulch 4500181963 $ 1,000.00 $ 1,000.00 $ - $ -
25 LIGHTING MAINTENANCE Harts Electric Electrical Repair Services 4500182830 $ 5,000.00 $ 1,591.20 $ 1,308.80 $ 2,100.00
26 LICENSE&PERMITS Collier County Right of way permit Direct Pay $ - $ - $ 5,000.00 $ (5,000.00)
27 OTHER MISCELLANEOUS Juristaff,Inc. Transcriptionist 4500182120 $ 3,500.00 $ 245.73 $ 2,254.27 $ 1,000.00
28 OFFICE SUPPLIES Staples Advantage Office Supplies 4500182958 $ 300.00 $ 183.76 $ 16.24 $ 100.00
29 COPYING CHARGES JM Todd Monthly CPC (shared) 4500182947 $ 300.00 $ 177.62 $ 388.50 $ (266.12)
Site One Landscape Fertilizer 4500182234 $ 300.00 $ -
Florikan Fertilizer 4500182918 $ 273.25 $ 726.75
30 FERT HERB CHEM $ 1,500.00 $ 573.25 $ 726.75 $ 200.00
CDW Provide office Equipment Intern Visa Payment $ 32.00
COW Provide office Equipment Intern Visa Payment $ 25.00
31 OTHER OPERATING SUPPLIES $ 200.00 $ - $ 57.00 $ 143.00
32 OPERATING EXPENSE $ 160,100.00 $ 40,039.70 $ 83,785.63 $ 36,274.67
McShea Contracting Thermo Pavement Markings 4500187108 $ 0.80 $ 25,276.95
Haskins,Inc. Stormwater Drainage Improv. 4500188310 $ 135,270.00 $ -
33 IMPROVEMENTS GENERAL $ 179,900.00 $ 135,270.80 $ -
34 CAPITAL OUTLAY $ 179,900.00 $ 135,270.80 $ 25,276.95 $ 19,352.25
35 TRANS TO 111 UNINCOR $ 50,700.00 $ - $ 50,700.00 $ -
36 TRANSFERS $ 50,700.00 $ - $ 50,700.00 $ -
37 Budget Trans from Appraiser $ 2,000.00 $ 1,603.20 $ 396.80
38 Budget Trans from Tax Collector $ 5,700.00 $ 5,597.21 $ 102.79
39 TRANSFERS CONST $ 7,700.00 $ - $ 7,200.41 $ 499.59
40 RESERVES FOR FUTURE CONST $ 88,400.00 $ - $ - $ 88,400.00
41 RESERVES $ 88,400.00 $ - $ - $ 88,400.00
42 TOTAL EXPENDITURES $ 488,800.00 $ 175,310.50 $ 166,962.99 $ 146,526.51
176,394,909 FY-10 Final Taxable Value
145,888,273 FY-11 Final Taxable Value
132,933,552 FY-12 Final Taxable Value
129,715,669 FY-13 Oct Taxable Value
129,977,881 FY-14 Oct Taxable Value
140,171,072 FY-15 Oct Taxable Value
152,711,783 FY-16 Oct Taxable Value
165,722,702 FY-17 Oct Taxable Value
190,428,196 FY-18 Oct Taxable Value
202,194,186 FY-19 Oct Taxable Value
6.18% Adj.FY-18 to FY-19
Pr?P@rtY Tax Summary
Operating Budget Summary Millage Summary ,
S FY-18 Gross Taxable Value. .. ..; 202,194,186 FY 19 FY 18 Debt Service Operations Total
Deduct New Under-construction,,,`'_" (35,401) Millage: 1.3793 1.3431 2.7532 0.5228 3.2760
FY-19 Net Taxable Value 202,158,785 Revenue: $278,886 $255,764 $401,700 $76,300 $478,000