PBSD MSTBU Agenda 01/17/2019 PELICAN BAY SERVICES DIVISION
Municipal Services Taxing & Benefit Unit
NOTICE OF PUBLIC MEETING MONDAY, JANUARY 7, 2019
THE PELICAN BAY SERVICES DIVISION BOARD WILL MEET AT 1 PM ON
JANUARY 7 AT THE COMMUNITY CENTER AT PELICAN BAY, LOCATED AT 8960
HAMMOCK OAK DRIVE, NAPLES, FLORIDA 34108.
AGENDA
1. Pledge of Allegiance
2. Roll Call
3. Agenda approval
4. Approval of 12/05/18 Regular Session meeting minutes
5. Audience Comments
6. Overview of long-term financing alternatives (Mark lsackson)
7. Administrator's report
a. Update on streetlight project and sign bid award
b. US 41 berm clean-up and restoration bid schedule
c. NTP for planning new field operations facility & admin. building
d. Inspection of selected WM pipes from pond to pond and under berm
e. Status of WM easements in Oakmont neighborhood
f. Clam Pass aerials/annual reports
8. Committee reports
a. Clam Bay
b. Landscape & Safety
c. Water Management
d. Budget
i. Proposal for revising PBSD revenue methodology
9. Chairman's report
10. Old business
11. New business
12. Adjournment
ANY PERSON WISHING TO SPEAK ON AN AGENDA ITEM WILL RECEIVE UP TO THREE (3) MINUTES PER ITEM TO
ADDRESS THE BOARD. THE BOARD WILL SOLICIT PUBLIC COMMENTS ON SUBJECTS NOT ON THIS AGENDA AND
ANY PERSON WISHING TO SPEAK WILL RECEIVE UP TO THREE (3) MINUTES. THE BOARD ENCOURAGES YOU TO
SUBMIT YOUR COMMENTS IN WRITING IN ADVANCE OF THE MEETING. ANY PERSON WHO DECIDES TO APPEAL A
DECISION OF THIS BOARD WILL NEED A RECORD OF THE PROCEEDING PERTAINING THERETO,AND THEREFORE
MAY NEED TO ENSURE THAT A VERBATIM RECORD IS MADE, WHICH INCLUDES THE TESTIMONY AND EVIDENCE
UPON WHICH THE APPEAL IS TO BE BASED. IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS AN
ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING YOU ARE ENTITLED TO THE PROVISION OF
CERTAIN ASSISTANCE. PLEASE CONTACT THE PELICAN BAY SERVICES DIVISION AT (239) 597-1749 OR VISIT
PELICAN BAYSERVICESDIVISION.NET.
01/03/2019 1:44 PM
PELICAN BAY SERVICES DIVISION BOARD REGULAR SESSION
DECEMBER 5, 2018
The Pelican Bay Services Division Board met on Wednesday, December 5, 2018, at 1:00 p.m. at
the Community Center at Pelican Bay, 8960 Hammock Oak Drive,Naples, Florida 34108.
In attendance were:
Pelican Bay Services Division Board Nick Fabregas (absent)
Scott Streckenbein, Chairman Pete Griffith
Tom Cravens, Vice-Chairman (absent) Bohdan Hirniak
Joe Chicurel Susan O'Brien
Jacob Damouni Mike Shepherd
Ken Dawson (absent) Rick Swider
Pelican Bay Services Division Staff Mary McCaughtry, Operations Analyst
Neil Dorrill, Administrator Lisa Jacob, Associate Project Manager
Marion Bolick, Operations Manager Barbara Shea, Recording Secretary
Also Present Michael Stark, County Internal Controls
John Chandler, Pelican Bay Foundation Larry Tracz, County Internal Controls
Sahar Dajani-Jones, County Internal Controls Trent Waterhouse, Pelican Bay Foundation
Jim Hoppensteadt, Pelican Bay Foundation Kathy Worley, Conservancy of SW Florida
APPROVED AGENDA(AS AMENDED)
1. Pledge of Allegiance
2. Roll Call
3. Agenda approval
4. Approval of 11/07/18 Regular Session meeting minutes
5. Approval of 11/12/18 Joint PBSD/PBF Workshop meeting minutes
6. Audience Comments
7. Administrator's report
a. Update on streetlight project and sign bid award
b. US 41 berm clean-up and restoration bid schedule
c. Gulf Park Drive median-cut construction and re-striping
d. Oak Lake sanctuary weir modification
e. Beach rake delivery and red tide clean-up plan
f. NTP for planning new field operations facility & admin. building
g. Inspection of selected WM pipes from pond to pond and under berm
h. Status of WM easements in Oakmont neighborhood
i. Number of field worker positions
j. November financial report
8. Committee reports
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Pelican Bay Services Division Board Regular Session
December 5, 2018
a. Clam Bay
b. Landscape & Safety
c. Water Management
d. Budget
9. Chairman's report
10. Old business
a. Update on "independent audit of PBSD"
11. New business
a. PBSD election
b. Administrative contract (add-on)
12. Adjournment
ROLL CALL
Mr. Cravens, Mr. Dawson and Mr. Fabregas were absent and a quorum was established
AGENDA APPROVAL
Ms. O'Brien motioned, Mr. Damouni seconded to approve the agenda as
amended with the addition of item #11b. The motion carried unanimously.
APPROVAL OF 11/07/18 REGULAR SESSION MEETING MINUTES
Ms. O'Brien motioned, Mr. Hirniak seconded to approve the 11/07/18 regular
session meeting minutes as presented. The motion carried unanimously.
APPROVAL OF 11/12/18 JOINT PBSD/PBF WORKSHOP MEETING MINUTES
Ms. O'Brien motioned, Mr. Damouni seconded to approve the 11/12/18 joint
PBSD/PBF workshop meeting minutes as amended. The motion carried
unanimously.
AUDIENCE COMMENTS
Mr. Mike Kitchen commented on (1) recent flooding and erosion along Ridgewood Drive
resulting from a clogged storm drain, and (2) erosion and sedimentation in two Georgetown ponds.
Mr. Dorrill commented that the County is responsible for roadway drainage issues.
Mr. Dorrill spoke on behalf of audience member Ms. Kathy Worley, Conservancy of SW
Florida, who has requested permission to place three instruments in the Clam Bay conservation area
to measure sediment over time (for scientific purposes). Ms. O'Brien commented that this issue was
discussed at the November Clam Bay Committee meeting and that our environmental consultants had
no objection. By consensus the board expressed concurrence for this request.
ADMINISTRATOR'S REPORT
UPDATE ON STREETLIGHT PROJECT AND SIGN BID AWARD
Mr. Dorrill commented that our contractor began work on our streetlight pole repairs project
(resulting from Hurricane Irma) on Monday, Dec. 3.
2
Pelican Bay Services Division Board Regular Session
December 5,2018
US 41 BERM CLEAN-UP AND RESTORATION BID SCHEDULE
Mr.Dorrill reported that the solicitation for the US 41 berm landscape restoration project,with
an estimated cost of$500,000,will be put out on the street imminently. After the BCC awards the bid
for the project (no sooner than Feb. 2019), an update on the project will be included in the PB Post.
Construction drawings and design plans (approved by the PBF) are a matter of record.
Ms. O'Brien commented on the"undefined property line"along the length of the US 41 berm.
Dr. Chicurel commented that the final plan with PBF revisions delineates private property abutting
the berm. Mr. Trent Waterhouse commented on the varied property lines of homeowners' property
abutting the berm and that our architect Ms. Ellin Goetz is committed to "site placement" when the
actual work begins.
GULF PARK DRIVE MEDIAN-CUT CONSTRUCTION AND RE-STRIPING
Mr. Dorrill commented that the median-cut project and "right turn only striping" at the
intersection of Gulf Park Dr.and US 41 are complete.New safety directional signs have been installed.
Ms. O'Brien commented that at the joint PBSD/PBF workshop it was suggested that the PBSD look
into increased safety modifications at this intersection. Dr. Chicurel commented that this issue will be
discussed further by the Landscape& Safety Committee.
OAK LAKE SANCTUARY WEIR MODIFICATION
Mr. Dorrill commented that a notice to proceed has been issued to our contractor Kyle
Construction to effectuate the enlargement of the orifice at the weir adjacent to the Oak Lake Sanctuary
community. The contractor has delayed the work until the dry season.
BEACH RAKE DELIVERY AND RED TIDE CLEAN-UP PLAN
Mr. Dorrill reported that our beach rake has been delivered six weeks early, and will be
permanently located at the County's Vanderbilt Beach parking facility. Staff is developing a protocol
and process associated with how and under what circumstances we will rake the beach. To start, staff
will schedule a fixed time to rake the beach under normal circumstances. We are awaiting the issuance
of a"vehicle on the beach"permit. We have begun the process of reclassifying one of our existing
groundskeeper positions to an equipment operator, who will be the designated person to operate the
beach rake.
NTP FOR PLANNING NEW FIELD OPS. FACILITY& ADMIN. BUILDING
Mr. Dorrill commented on a scheduled meeting in mid-December with our architect(Victor J.
Latavish)and engineer(Q. Grady Minor)in the County Manager's Office to discuss newly developed
revised site plans for our Operations Facility, which will be shared with the PBSD Board as soon as
they become available. It has not been determined by the County whether the new facility will include
co-locating with Public Utilities staff. Mr. Dorrill expressed his preference for PBSD ownership of
the new facility, or at a minimum, a long-term land lease.
Mr. Shepherd commented that he cannot support the joint use of a new facility with the County
and requested that Mr. Dorrill convey this to the County.
INSPECTION OF SELECTED WM PIPES FROM POND TO POND AND UNDER
BERM
Mr. Dorrill commented that phase one of the inspection of conveyance pipes from lake to lake
within selected basins has been completed. An evaluation of the video inspection is underway by our
3
Pelican Bay Services Division Board Regular Session
December 5,2018
civil engineer, who will make remedial maintenance and/or reconstruction recommendations. These
pipes appear to be in relatively good shape. Ms. Jacob commented that she has scheduled evaluations
of two culverts under the berm.
STATUS OF WM EASEMENTS IN OAKMONT NEIGHBORHOOD
Mr. Dorrill commented that we have not received the schedule of roadway drainage easements
in the Oakmont neighborhood, which is being prepared by County Road & Bridge Dept. staff. They
are in the process of researching and trying to identify all the drainage pipes for which they are
responsible. The Deputy County Manager has asked for a report by year end.
NUMBER OF FIELD WORKER POSITIONS
Mr. Dorrill commented that we are in our third year of a 3-year effort to convert outsourced
day laborers to previously approved permanent County FTE's (full-time employee positions). An
executive summary has been submitted to the County Manager's Office by Ms. McCaughtry, in order
to obtain BCC approval to complete the process of converting three positions.
Ms. O'Brien provided a summary of PBSD field worker positions from FY13—FY19,included
in the agenda packet, and highlighted a 45% increase in the number of field workers from FY15 —
FY19. Mr. Swider and Mr. Streckenbein commented that PBSD staffing is not under the purview of
the PBSD Board. Mr. Dorrill commented that salary expenses included in the PBSD budget would be
within the PBSD Board purview.
NOVEMBER FINANCIAL REPORT
Mr. Dorrill reviewed highlights of the November financial report. Ms. O'Brien commented
on differences in line item amounts, between what was approved by the PBSD Board at the May
budget hearings and the current working FY19 budget as provided in this report. She highlighted
"electrical contractors"in the Street Lighting Fund which shows a FY19 budget of$99,900,while the
PBSD Board approved$63,900 for this line item at the May budget hearings. Mr. Dorrill commented
that his goal is to prepare a budget amendment to correct these differences and more adequately reflect
our budget as approved by the PBSD Board. This budget amendment will require BCC approval.
Mr. Shepherd motioned, Mr. Damouni seconded to accept the November
financial report. The motion carried unanimously.
COMMITTEE REPORTS
CLAM BAY REPORT
Ms. O'Brien provided her December 2018 Clam Bay update in the agenda packet. She
highlighted, (1) the sensor on the tidal gauge at marker 4 needs to be replaced so that both key tidal
gauges will be providing data, (2) Dr. Dabees is preparing a draft of key topics to address recent
County concerns about Clam Pass dredging events;the draft will be discussed and edited at the January
Clam Bay Committee meeting, followed by sharing the final draft with the PBSD Board, and
ultimately discussed with those who have expressed concerns, and (3) Dr. David Tomasko has
provided his opinion that the results of upland water quality testing are not needed to monitor water
quality in Clam Bay because the six berm sampling sites provide the needed water quality data.
LANDSCAPE & SAFETY REPORT
4
Pelican Bay Services Division Board Regular Session
December 5,2018
•
Dr. Chicurel reported that the Landscape & Safety Committee did not meet in November. He
commented that our engineer Agnoli, Barber, & Brundage has completed approximately 50% of the
PB sidewalk study.
WATER MANAGEMENT COMMITTEE
No report was provided.
BUDGET REPORT
Mr. Shepherd reported that the Budget Committee recently reviewed a PBSD funding
modification plan which will be presented to the board in more detail at the January 7 board meeting.
Mr. Griffith commented on a recent conversation with Mr. Dave Mangan, General Manager of
Club Pelican Bay,who expressed his displeasure with the proposed plan which would be asking Club.
Pelican Bay to bear an unnaturally large increase in its PBSD assessment.
Mr. Streckenbein commented that he intends for the proposed funding modification plan to be
discussed at the January 7 and February 6 PBSD Board meetings, with a vote no earlier than Feb. 6.
He intends to place an article on this issue in the PB Post and encourages all stakeholders to voice
their opinions at the upcoming board meetings.
Ms. O'Brien commented that she does not see the urgency in changing our PBSD funding
formula, and suggested that the board focus on reducing the PBSD assessment back to a level near
$650/ERU,the level of the FY18 assessment(which included no extraordinary financial needs relating
to hurricane cleanup).
CHAIRMAN'S REPORT
Mr. Streckenbein reported that based on a recent survey of PBSD Board members,and the fact
that three PBSD Board member terms expire on March 31, he is recommending to the PBF that the
next joint PBSD/PBF workshop be held on April 4.
OLD BUSINESS
UPDATE ON INDEPENDENT AUDIT OF PBSD
In response to Mr. Swider's questions at the November PBSD Board meeting, Mr. Dorrill
provided the following information on the County's independent audit in relation to PBSD funds: (1)
there is an annual outside independent audit of all PBSD funds as part of the County auditing process,
(2)there is a completed schedule that reconciles the FY17 year ending fund balances and any adjusting
entries; this reconciliation is available to board members upon request, and (3)the BCC meeting date
(typically in the Spring)at which the County's independent auditor will provide a presentation on their
FY18 audit results will be provided to the PBSD Board in advance.
Ms. O'Brien commented that it looks like we have a$2 - 3 million surplus from FY18, which
needs to be verified in order for the PBSD Board to build an adequate FY20 budget.
NEW BUSINESS
PBSD ELECTION
Mr. Streckenbein commented on the three PBSD residential seats up for appointment (the
terms of Mr. Griffith, Mr. Hirniak, and Mr. Shepherd expire on March 31) and the
election/appointment process timeline, concluding on March 12, 2019 whereby the BCC will appoint
3 individuals to the PBSD Board for four-year terms beginning April 1. Mr. Streckenbein will work
with the PBF to "get the word out" on our PBSD election. He is also in the process of asking the
5
Pelican Bay Services Division Board Regular Session
December 5,2018
PBPOA to sponsor a "meet the candidates" event or informational meeting. In the past, it has been
suggested that stamped return envelopes be provided to voters to encourage a higher level of returned
ballots. Ms. McCaughtry will explore with Clerk of Courts' staff whether this would be possible for
this election cycle.
Ms.O'Brien suggested that we ask each candidate to provide a personal information(bio)sheet
to be included in a PB Post article.
Mr. Dorrill clarified that the PBSD election is conducted by the Clerk of the Circuit Court, as
described in our ordinance.
ADMINISTRATIVE CONTRACT (ADD-ON)
Ms. O'Brien commented that the DMG administrative contract specifies that the administrator
shall report monthly. She noted that board members recently received a bi-monthly report, and
suggested that the administrator's agreement be followed.
Mr. Shepherd commented on additional responsibilities which have been added to those
specified in the administrator's contract, and suggested that the board contemplate authorizing
additional compensated administrative hours, as allowed for in the contract. Mr. Dorrill responded
that additional hours would not be necessary at this time.
ADJOURNMENT
The meeting was adjourned at 2:34 p.m. (
Scott Streckenbein, Chairman
Minutes approved [ ] as presented OR [ ] as amended ON [ ] date
6
Agenda item#7
Page 1 of 1
PBSD Projects Update January 3,2019
DMA
Streetlight pole repairs(111 poles to be straightened and 4 pathway bollard lights to be replaced)
The streetlight pole repairs/straightening work was completed.The pathway bollard lights are on order
and will be installed upon delivery.
Street signs replacement(265 street signs to be replaced and 1 entrance monument to be repaired
A preconstruction meeting is scheduled for 1/8/19.
Solar aeration systems repairs(9 Lakes: 2-6,2-7,4-3,4-4,4-5,4-6,4-7, 4-8, 4-9)
The award was made and the Contractor is scheduling the work.
U.S.41 Berm Re-Landscaping
The bid period is imminent.
Other capital improvements
New PBSD administration&operations facility
The engineer and architect continue to work on the conceptual site plan.
Water management
Bay Colony"Beach Dune Swale"restoration
The engineer and environmental consultants are preparing permit applications to the appropriate agencies.
Due to the expected high cost for construction,staff will work with the Budget Committee over the next
several months to determine funding for this project.
Ridgewood Park Lake to Bobwhite Ln
Due to lack of response by primary Contractor,the secondary Contractor was hired to clean and video-
evaluate the pipes within this drainage easement. Work is scheduled to start on 1/14/19.
Grosvenor Condominium
Scheduling of drainage improvements is imminent.
Georgetown
Scheduling of pipe cleaning and excavation of sedimentation is imminent at two locations on
Ridgewood Dr,as well as the pipe that runs perpendicular to Nathan Hale Dr
Lake 2-9(St.Thomas/St.Maarten lake)
Agnoli,Barber&Brundage is preparing the permit modification to SFWMD and submittal is imminent.
Lake 3-1 (Oak Lake Sanctuary lake)
Staff is negotiating with the Contractor to schedule the work as soon as practicable as the lake level
continues to fall to below the control elevation.
Clam Bay
The request for quotes for Clam Bay Biological Monitoring and Management Services is in the process of
being finalized and the bid period is imminent.
Prepared by Lisa Jacob, 1/3/19
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Agenda item#7f
Page 2 of 7
2018 Clam Say Annual Report
12.0 SUMMARY
The Clam Bay estuary experienced fairly"normal" weather conditions during 2018. The system was not subject
to a hurricane as in 2017, but a massive red tide event affected the southwest coast of Florida beginning in late
August.
The following are brief summaries of work completed by Earth Tech Environmental (ETE) in 2018 and
recommendations for each major monitoring category:
Mangrove Monitoring
ETE monitored 21 mangrove plots within the Clam Bay estuary;eleven(11)plots that were previously established
by Turrell, Hall & Associates, two (2) plots that were previously established by Lewis Environmental, and eight
(8) plots that were previously established in historical mangrove die-off areas by ETE. In each plot, the mangrove
species, diameter, abundance, and condition were recorded. Generally, the 2015 mangrove die-off areas have
stabilized and do not appear to be expanding in the area. Overall, the mangrove plots appear to be relatively
stable. Many of the monitoring plots were affected to varying degrees by Hurricane Irma, especially just west of
the berm tram road,along the eastern side of the Clam Bay NRPA,though showed overall improvements in 2018.
Plots TH5 and TH6 showed decline in 2018, possibly due to clogged channels nearby. Hand dug channels in these
areas should be GPS mapped and targeted for maintenance in 2019 to facilitate water flow. Four(4)photo stations
were installed east-northeast of Inner Clam Bay to document changes in this area following Hurricane Irma. All
four stations appear to be slowly recovering and recruiting in 2018.
Coastal Scrub Monitoring
Overall, the coastal dune vegetation in Clam Bay is stable. There has been a general increase of beach naupaka
(Scaevola taccada) within the coastal scrub habitat in Clam Bay. Beach naupaka is a Category 1 exotic plant as
defined by the Florida Exotic Pest Plant Council's list of invasive plant species. It is known for supplanting native
coastal vegetation, forming dense monoculture areas. Additionally, there are lesser amounts of exotic wedelia
(Sphagneticola trilobata)mixed into the sea oats and beach sunflower groundcover,especially south of Clam Pass.
ETE continues to target these areas in an attempt to get it under control. The coastal scrub habitat is home to a
significant population of gopher tortoise.As noted last year,the gopher tortoise would benefit greatly if the beach
naupaka were removed; management of these exotic vegetation infestations could improve the tortoise foraging
habitat and help increase the overall gopher tortoise population.
Seagrass Monitoring
A new seagrass monitoring methodology was implemented in 2018, whereby fixed monitoring locations with
quadrats were established. Overall coverage in 2018 was 3.87 acres, nearly identical to 3.85 acres in 2017. The
southern portion of Clam Bay (Transect 1) contained no seagrass. This overall decrease is likely attributed to
deeper, murky waters in this area, inhibiting sunlight.Similarly,very few benthic organisms were observed during
this year's monitoring.Monitoring next year may give a better indication of any potential impacts from red tide or
benefits from the Clam Pass dredging activities.
Listed Species Monitoring
ETE conducted a specific purpose survey to determine gopher tortoise (Gopherus polyphemus) utilization of
habitat within the Clam Bay NRPA.A total of 162 potentially occupied burrows were identified during the survey.
The gopher tortoise population was estimated at 81 individuals(adults&juveniles).This is very similar to the 2017
results: 168 potentially occupied burrows/84 individuals. ETE noted pockets of juvenile-sized burrows at multiple
Earth Tech Environmental,lit www.eteflorida.com
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Agenda item#7f
Page 3 of 7
2018 Clam Bay Annul Report
locations, giving an idea of where breeding may be taking place. Abandoned burrows were also noted in the
survey,which may include old,collapsed burrows or potential armadillo burrows. Management of foraging habitat
within the coastal scrub is key to maintaining and growing the existing gopher tortoise population.
ETE recommends monitoring the bird rookery in the north end of the estuary on a more regular basis in 2019 to
better determine the population of birds using the island.
Exotic Vegetation Monitoring
The majority of exotic and nuisance vegetation in Clam Bay is located along the "margins"—the east side of the
mangroves along the tram berm & the west side of the NRPA in the beach dunes. These areas are adjacent to
the most human activity around the system. Exotics identified during the course of treatment events included
but were not limited to air potato, alligator weed, Australian pine, balsam apple, bishop wood, Brazilian pepper,
carrotwood,cattail,Cuban laurel fig,Java plum,seaside mahoe,old world climbing fern,periwinkle,beach naupaka,
shoehutton ardisia,strawberry guava, and wedelia.
ETE has been targeting these fringe areas(exclusive of beach naupaka)throughout 2018. ETE utilizes GPS trackers
to ensure coverage of areas by personnel in the field.Exotic vegetation control performed by ETE in 2018 included
the Clam Bay NRPA, a 50-foot swath along the eastern side of the tram berm, and extensive work in the dune
swale,just west of Bay Colony.One area,just west of the Commons is still getting intensive treatments to kill large
trees and re-sprouts in this area.
Water Level Monitoring
Of note in looking at the summary graphs, is that the water levels in the wells are heavily influenced by the lunar
cycle.This is especially evident during the dry season,when there were no recorded rain events, but there were
significant changes in water levels(lasting 7-10 days)that are apparently associated with full and new moons.On
the graph,full moons are indicated by the upper curves at+1,the new moons by the lower curves at-1.
Wells number 1 and 3 indicated similar water level trends with the previous two years.Well number 2 seemed to
indicate a slight decrease in average water levels over the last two years. Rainfall levels in 2018 were slightly lower
than the last two years.
The highest 2018 water levels(^'1.4 feet above ground)throughout the Clam Bay system occurred in early October
when the system received over 3.2 inches of rain over a one-week period.The lowest the water reached in 2018
was approximately 1.5 feet below ground in mid-late February,which coincides with the area's dry season.
Continued maintenance and monitoring of the water level loggers is important as they provide data critical to
assessing the health of Clam Bay.
Hand Dug Channel Maintenance
In May and June 2018,ETE conducted extensive hand dug channel maintenance whereby approximately 5.5 miles
of channels were cleared of vegetation, muck and debris to allow more sufficient drainage within the estuary.
Several new channel segments were also dug to connect existing channels. The channel maintenance was
conducted with hand tools to remove fallen and leaning logs, trees, limbs, muck and detritus from above and
within the channels following Hurricane Irma. Debris material was moved away from the channels,though left in
the estuary.After channel maintenance activities were completed,THA performed follow-up inspections to verify
that the maintenance work had been completed.
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2012 Clain Bay Annua►deport
Recreation Facilities Monitoring
Canoe channel marker##12(sign&post)was uprooted during Hurricane Irma and washed up in the mangroves on
the south side of the pass.The post has since been removed,and the channel marker\sign needs to be reinstalled.
All other markers and signage were found to he in good condition with no apparent issues.
The four (4) tide stations located on channel markers #4, #14, #26, & #32 were maintained by ETE throughout
2018.During maintenance events,the solar panels and sensors were cleaned.The sensor at station 1114 failed and
was replaced in June of 2018. Tide station #4 recently failed and ETE is waiting for the replacement sensor from
the vendor. It will be replaced within the next week or 10 days. Additionally, new modems will be installed at all
four stations in the next month.The new modems are a requirement of the cellular provider as a result of outdated
technology.
Archaeological Site Monitoring
No obvious signs of shell mounds were observed in the locations identified and no signs of human disturbance
was observed.
13.0 REFERENCES
Braun-Blanquet,J. Plant Sociology:The Study of Plant Communities. Hafner, London. 1965.
Florida Department of Agriculture and Consumer Services, Division of Plant Industry, Bureau of Entomology,
Nematology & Plant Pathology-Botany Section, "Notes on Florida's Endangered and Threatened Plants",
Contribution 38,5th Edition-2010.
"Florida's Endangered Species" - Official List. Florida Fist and Wildlife Conservation Commission. Updated May
2017.
Florida Land Use, Cover and Forms Classification (FLUCCS) Handbook. Florida Department of Transportation.
January 1999.
http://www.fdot.gov/geospatial/documentsandpubs/fluccmanual1999.pdf
http://www.fdot.gov/geospatial/doc_pubs.shtm
Turrell,Hall&Associates, Inc. "Clam Bay Annual Monitoring Report", December 2015.
Turrell,Hall&Associates, Inc. "Clam Bay NRPA Management Plan,Version 6.5", November 2014.
Earth Tech Environmental,LLC Www.etefrorida.com
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Prepared for
Pelican Ray Services Division
Prepared by
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5679 Strand Court
Naples,Florida,34110
(239)594-2.021
Email:md@inunnistonandmoore.com
Agenda item#7f
Page 6 of 7
HUMISTON
&MOORE
ENGINEERS 5679 Strand Court
COASTAL Naples,FL 34110
zt t ENGINEERING DESIGN 239-594-2021—Voice
AND PERMITTING 239-594-2025-Fax
December 21, 2018
Neil Dorrill,
Administrator
Collier County, Pelican Bay Services Division
REF: Scope of Work for Coastal Engineering Professional Services
Review of Clam Pass Management Plan
Humiston & Moore Engineers proposes to provide the following Scope of Services to review The
Clam Pass maintenance dredging program and evaluate the implementation of the 2015 update
to Clam Bay NRPA Management Plan. The work will provide a review of the historic inlet
dynamics,the maintenance dredging program to date,and the response of the inlet to dredging.
This information will provide context for an assessment of the implementation of the 2015 NRPA
Management Plan and maintenance dredging program. The assessment will identify long term
trends in the system and provide recommendations for potential improvements to inlet
management.
The Professional Services to be performed under this SOW include:
TASK 1: Review of historic inlet dynamics and maintenance dredging program.
This task will compile representative historic datasets from Clam Pass and adjacent beaches to
develop a long term perspective of the inlet and its response to dredging. The review and
analysis of the inlet dynamics and maintenance dredging will begin with implementation of the
1999 Clam Bay NRPA Management Plan and consider the 2015 updates. The review will
specifically include:
• Background of Clam Pass geometry, including 7 dredging events and monitoring
surveys.
• Analysis of wave climate variability and tropical storms frequency.
• Analysis of the maintenance dredging template and history.
• Assessment of adjacent shoreline conditions and variability.
• Assessment of ebb shoal conditions and variability.
TASK 2: Cost analysis of the maintenance dredging program.
This task will compile the dredging costs associated with the long term management of Clam
Pass and provide context with regional inlets. The cost analysis will consider total costs,
frequency of dredging,and quantity dredged,among other factors.
F:1Collier1300-Clam-Pass12019-Evaluation12019CtamPassPlanReview-SOW.docx
Agenda item#7f
Page 7 of 7
TASK 3: Evaluation of past performance and recommended improvements
This task will provide analysis of the permitted dredging template and potential adjustments to
improve the efficiency of the maintenance dredging program. The analysis will be based on
documented inlet changes post dredging events and the evolution of the inlet geometry,
adjacent shoreline and ebb shoal, and costs. This will provide the basis for recommendations
of potential improvements to inlet management.
Deliverable: Progress meetings, presentations, and summary report
Sincerely,
HUMISTON &MOORE ENGINEERS
Mohamed Dabees, Ph.D., P.E., D.CE.
Vice President
F:Corl ier1300-CIa m-Pas s12019-Evarua lion12019CIamPa ssPla nReview-5OW.do cx
Agenda item#8a
Page 1 of 1
Clam Bay Update-January 2019
Clam Bay. ETE's 2018 Clam Bay Report is posted on PBSD's website, and copies of the report may be
requested from Barbara Shea. The report will be discussed at the Clam Bay Committee meeting on
January 3, 2019.
ETE's contract for Clam Bay monitoring will expire in March 2019. Minor changes to the scope of
monitoring were suggested at the November Clam Bay Committee meeting. Getting a new
monitoring contract is a top priority for Clam Bay.
Clam Pass. H&M's 2018 Clam Pass Physical and Tidal Monitoring Report is posted on PBSD's website,
and copies of the report may be requested from Barbara Shea. The report will be discussed at the
Clam Bay Committee on January 3, 2019.
The tidal ratio report for November shows a ratio at marker 14 above .7 which is very good. The
sensor on the tidal gauge at marker 4 stopped working in October. Replacing this sensor is a top
priority for Clam Bay.
Mohamed Dabees prepared a draft of key topics to address recent concerns about dredging Clam
Pass raised by some County staff members. The draft will be discussed and edited at the January
Clam Bay Committee meeting. When the draft is finalized by the committee, it will be shared with
the PBSD Board and ultimately discussed with those who have expressed concerns.
Water Quality. Dr.Tomako's annual report on Clam Bay water quality is expected on February 15,
2019.
Copper.Ten of 108 copper samples (9%) in Clam Bay from November 2017 through October 2018
exceeded FDEP standards which is less than the allowable 15%.This is the first year that Clam Bay
copper samples were in compliance with FDEP standards since FDEP found Clam Bay to be impaired
for copper_ Thanks to everyone who helped accomplish this goal.
Total phosphorus. Data from November 2017 through October 2018 will be included in the
upcoming annual report. Because 52%of TP samples for the first nine months exceeded their
respective upper limits, and this is significantly higher than the allowable 13%, it is expected that
Clam Bay will not meet the criteria for TP for the year. Thus monitoring TP levels and exploring
possible sources of high phosphorus levels in Clam Bay will continue to be top priorities.
Prepared by Susan O'Brien
January 2, 2019
Agenda item#8b
Page 1 of 2
LANDSCAPE & SAFETY COMMITTEE REPORT
The Landscape & Safety Committee met at 1 :00 PM on Dec. 20, 2018 at
the Pelican Bay Community Center. The following items were discussed:
1 . Tom Barber of Agnoli, Barber & Brundage presented their engineering
analysis and cost estimate for the construction of new sidewalks
within Pelican Bay and along Vanderbilt Beach Road.
He was asked to prepare a similar estimate for the sidewalk along
Seagate Drive. The Seagate section will be added to the approximate
project cost of $5,666,865.65 (all sidewalks are within the taxing
district).
The next engineering report will include the exact location of the
sidewalks, reflect property lines, and any easements necessary for
construction and maintenance.
Mr. Neil Dorrill, PBSD Administrator, informed the committee that the
County Budget Director will comment on funding for the sidewalk
project, the Operations site project and the drainage system
maintenance issue at the January 7, 2019 PBSD Board meeting.
A March 2019 target is the anticipated time for the PBSD Board to
vote on approving the sidewalk project and related issues.
2. Due to county school security manpower needs, extra CCSO patrols
within Pelican Bay maybe difficult to obtain. Our Sheriffs Office
community policing liaison, Cpl. Tania Wrobleski, will try to help secure
the after-hour patrols if it is possible.
Agenda item#8b
Page 2 of 2
3. Lisa Jacob, PBSD Associate Project Manager, reported that:
(1) streetlight pole repairs have been completed
(2) a contract has been awarded for street sign replacement and a
pre-construction meeting is planned for Jan. 8, 2019
(3) the County plans to install additional cross-walk signs on Myra
Janice Daniels Blvd. near St. Williams Catholic Church.
4. Staff was asked to prepare an inventory of "line of sight" conflicts
within Pelican Bay utilizing a sedan for gauging any conflicts. Plant
heights and multiple tree trunks at corners and median bull noses
will be specifically evaluated.
5. The Committee consensus was to approve the concept of
widening the median along Gulf Park Dr. to finalize the newly
constructed RIGHT TURN ONLY lane onto US 41 .
Tom Barber's engineering firm will provide the committee with a
plan.
6. Marion Bolick, PBSD Operations Manager, reported:
(1 ) the US 41 Berm restoration project should begin in the Spring
(2) a new tree maintenance RFP was issued
(3) pine straw, mulching and re-sodding work is on-going
The next meeting of the L&S Committee will be on Jan. 17, 2019
at the Pelican Bay Community Center at 1 :00 PM.
Submitted by: Joe Chicurel, PBSD Landscape & Safety Committee Chair
Agenda item#8d
Page 1 of 9
PBSD Funding Streams and Proposed Modifications
12/02/2018
Historical Perspective
The funding for operating the PBSD (and the prior PBID) has traditionally been paid by
the residents of Pelican Bay as part of their yearly tax bill from the Collier County Tax
Collector. At the outset in 1980, the total collected was comprised of two separate
funding "streams"... one portion based on property values (ad valorem) and one which
was based on property size (there were actually three streams, one dedicated to retiring
a bond issue which Westinghouse floated to fund some of the initial infrastructure... this
bond was eventually defeased, leaving only the two noted streams as ongoing
assessments).
Up to 1993, the methodology used to distribute the pain from the second stream was
based on gross acreage which each resident owned. This resulted in annual
assessments which varied greatly among the residents, primarily due to the density of a
parcel. For example, in 1993 a resident in a high-rise parcel paid anywhere from $30 to
$170 per year, whereas a single family resident paid anywhere from $260 to $790 per
year for essentially the same services.
In 1993, the Pelican Bay Advisory Committee recommended to the Board of County
Commissioners a new method for funding the PBSD operations, which was based on
the number of equivalent residential units (ERU's) within Pelican Bay. Each completed
residential unit was assigned a value of one (1) ERU. Each undeveloped residential
parcel and each commercial parcel was assigned an ERU based on the parcel size, use
and type of property. Each such member was expected to pay a flat fee, based on the
assigned ERU value.... a non-ad valorem levy (meaning the fee was not based on the
property's value).
Two Funding Streams
The PBSD has continued to operate with these two parallel streams of revenue since
1993. Traditionally, the ad valorem stream has been dedicated to funding the operation
and eventual replacement of street lights (and supplemental security patrols), while the
non-ad valorem stream has been used to fund the balance of the PBSD revenue needs.
There is nothing magical about this particular segregation of funds and there appears to
be no requirement that this distribution be maintained, other than for bookkeeping
tidiness. If fact, during the 1993 negotiations with the county, then Administrator Jim
Ward argued that an eventual "switch to an ad valorem based tax" to fund all of the
PBSD operations would be appropriate, but only after the PUD was fully developed and
all parcels had improvements eligible for meaningful taxation.
1
Agenda item#8d
Page 2 of 9
Commercial Member ERU's
The direct benefits of the PBSD primarily accrue to the residential parcels within the
PUD. The argument for asking commercial owners to participate in the overall funding
needs was based on a number of considerations. Clearly, if a given piece of real estate
was excluded from potential residential development and instead placed in commercial
service, there would have been a net loss in potential PBSD revenue which would need
to be restored in some fashion.
The commercial members also enjoy a financial benefit from being situated within and
surrounded by a large contingent of very affluent citizens. Likewise, residential
members enjoy the convenience of the upscale shopping, dinning, and recreation which
is made possible by attracting financially capable commercial members... thus there is
a symbiotic relationship between the various components of occupancy, which
underscores the mutual benefit of keeping the overall PUD healthy and at the top of it's
game.
The assignment of ERU's to the various commercial parcels continues to be based on
gross acreage, independent of property value. One (1) ERU is assigned per acre for
unimproved property and 5.75 ERU's are assigned per acre for improved property. The
definition of"improved" seems to rely on the existence of any hardscape, no matter how
modest relative to the parcel size. Thus ten acres of paved parking lot with a single
guard house would be burdened with an ERU assignment similar to that of a five story
office building situated on a parcel of similar size. This rigid methodology results in
some perverse ERU assignments. For example, the parcel on which the Ritz is located
is clearly more valuable by any metric than the parcel on which the Inn at Pelican Bay is
situated and should reasonably carry a heavier portion of the load. Ironically, the
property the Ritz is located on actually requires substantially more than average PBSD
maintenance due to drainage issues surrounding the property. Nevertheless, the ERU
assignments for both are exactly the same (per acre). Alternatively, the Club has
somehow managed to isolate the ten acre parcel where their clubhouse "improvement"
is located and to categorize the balance of their acreage as unimproved property,
yielding an ERU assignment well below any reasonable level.
As time has passed, some parcels have been divided and/or ceased to exist. For a
variety of reasons, some parcels have appreciated at a greater rate than others. The
total number of ERU's has also increased since the early days of the PUD's existence,
as new residential units have been added to the rolls. Even now, the imminent addition
of 67 new residential ERU's is expected as the Mystique building(s) near completion.
It is therefore reasonable for the PBSD Advisory Board to periodically revisit the ERU
assignments to reevaluate the appropriate ratio between residential vs. commercial
members, and the fairness of the distribution within the commercial sector.
It is also reasonable to revisit the proportion of funding between ad valorem and non-ad
valorem streams. For example, one might determine that a more equitable
2
Agenda item#8d
Page 3 of 9
accumulation of revenue might be achieved by increasing the ad-valorem levy (based
on taxable value) with a corresponding reduction in the non-ad valorem, flat fee.
The purpose of this study was to consider the impact of these types of changes on
Pelican Bay members and to make appropriate recommendations.
Winner and Losers
From the outset, one must accept that any change in the funding method(s) will result in
"winners" and "losers". For example, a bias towards increased ad valorem funding
would penalize the Ritz because the County Appraiser has determined that it enjoys
extraordinary value, whereas the similar Naples Grande establishment would be
favored because of it's lower appraised value (per acre).
A drift towards ad valorem funding would favor institutional members (the Artis-Naples,
Ritz, St. Williams Church, etc.), as these organization are able to dodge the ad valorem
tax bullet entirely.... they would enjoy a windfall at the expense of other members
without similar tax preferences.
A drift towards ad valorem funding would also favor low value residential properties at
the expense of high value properties... some owners would enjoy a reduction in total
PBSD levies, while others would experience an increase.
ERU assignments are also not immune from revision. Clearly, the ERU assignment to
each residential unit is not, by definition, going to change... one residential unit is a
"residential unit". By contrast, however, the ERU assignments to commercial members
certainly should be pliable, with the distribution within commercial members subject to
re-allocation and/or an outright reduction of the total number of commercial ERU's.
Again, winners and losers.... a reallocation of existing commercial ERU's based on
criteria other than gross acreage would favor some parcels over others, in a zero-sum
shuffling. Similarly, a formula change might result in an outright reduction in the total
number of commercial ERU's, shifting the burden for PBSD funding from commercial
members to residential members.
Committee Methodology and Findings
I. The PBSD Budget Committee made a comprehensive evaluation of our revenue
streams and looked at the pros and cons each. The impact on various members was
considered under several different scenarios, ranging from exclusively ad valorem
funding to exclusively non-ad valorem funding, with several stops between. The
aggregate impact of the existing funding balance is shown on exhibit 1.
Theoretically, funding via ad valorem vs. non-ad valorem methods makes no difference
to the operations of PBSD.... the dollars are fungible and their spending power makes
3
Agenda item#8d
Page 4 of 9
no distinction as to sourcing. There are, however, opposing perspectives of fairness to
residential members. The argument for flat rate, non-ad valorem levy is predicated on
the notion that all members equally benefit from the services which the PBSD provides,
regardless of whether one lives in a $25M home in Bay colony or an entry level home
elsewhere in the community.... a properly functioning storm water management system
or flourishing landscaping adds equal value to all. Alternatively, funding via an ad
valorem method distributes the cost of operations to owners in proportion to their
financial strength. An owner who chooses to live in a 25M home should reasonably
expect to pay higher property taxes, along with higher operation and maintenance
costs. This is the primary rational for revenue collection supporting most governmental
services.
In practice, the balance between ad valorem and non-ad valorem funding does involve
cash flow considerations for the PBSD, beyond any issues of fairness between the
various members. Funding via a non-ad valorem levy provides a reliable and
predictable flow of funds to meet the ongoing needs of the division. Funds flowing from
ad valorem levies are not as reliable. The county has demonstrated a historical
reluctance to making changes to millage rates for ad valorem income streams, as
property values fluctuate. Thus, the total revenue provided from such a method
varies.... often upward, but sometimes downward.
This is partially the rational behind a recent NCFR referendum to consider moving
towards a non-ad valorem method of raising funds. The NCFR claims that declining
Collier County taxable values during 2007 precipitated decreases in revenues ranging
from 5% - 24% during the subsequent ten years.
The annual PBSD budgeting process would also be made more complicated, as
assumptions would need to be made, in advance, about any changes in aggregate
taxable property values which might be expected for the following fiscal year and the
degree to which residents might take advantage of the discount for early payment of
property taxes. As an example, the ad valorem PBSD funding expectation for FY2018
was $564,400, but early payment discounts reduced the actual amount collected to only
$541,800 (forecast).
Most of the functions performed by the PBSD must continue, regardless of any
fluctuation in property values from year to year. One would not want to temporarily
suspend mowing grass because of a transient drop in property values. Thus, ad
Valorem funding streams should be restricted to those projects which are accrual in
nature, calling for the gradual build up of cash over several years, without the prospect
for compromising day to day operational needs. Examples would include the
accumulation of funds for street light replacements, sidewalk replacement, beach
renourishment, lake bank remediation, site improvements, etc.
The upshot is that ad valorem collections offer superior "fairness considerations" to
members, while non-ad valorem collections offer superior"cash management
considerations" for the PBSD. We currently include both streams and therefore enjoy a
compromise solution which includes advantages from both.
4
Agenda item#8d
Page 5 of 9
II. The committee also examined the appropriateness of the arbitrary formula for
assigning ERU's to commercial and institutional members. The distinction between
improved and unimproved property and it's impact on equity between the non-
residential members was considered.
At the outset of Pelican Bay's existence, land was relatively abundant. The
development of a comprehensive community which included a robust golf course was
surly a marketing advantage to Westinghouse... one that did not represent a particularly
disproportionate maintenance burden compared to the balance of the undeveloped
PUD. As the PUD became more fully developed, with an ever increasing number of
improved properties making substantial contributions to the overall maintenance costs,
the relative contribution of the Club parcel(s) began to shrink. We are now at the final
stage of development, where the 220 recreational acres which the Club owns are
essentially the only remaining ground which continues to be classified as "unimproved".
The resulting numbers are startling.... the Club now consumes nearly 17% of the total
developable land mass in Pelican Bay, but pays only 3.3% of the total cost of operating
the PBSD. Their total contribution to the operation and replacement of street lights
(account 778) amounts to only $488 per year, 0.086% of the total collected. This is
surly acceptable to the roughly 6% of the Pelican Bay residents who are members of
the Club, but it leaves the remaining 94% of owners "carrying much of the water" for this
private organization.
The Club benefits from legacy preferences associated with both property taxes
(appraised as undeveloped land) and a suppressed ERU assignment. Every
modification of the PBSD funding methodology which the committee considered
highlighted the adverse financial impact which these preferences have on the remaining
Pelican Bay members, including the other commercial members. It became
increasingly apparent that some adjustment was appropriate to improve the equity
between the Club and the other non-residential members.
III. The committee discovered two parcels, which are clearly improved by any standard,
but continue to be classified as unimproved and therefore have anemic ERU
assignments. The 1.43 parcel which the Club uses as a maintenance center continues
to pay at the 1.43 ERU rate instead of the more appropriate 4.68 rate. The 12 acre
parcel (owned by the County) which includes reclaimed water pumping and storage
facilities, an abandoned water treatment facility, the primary Summit hub and the Shop
structures which are leased to the PBSD continues to pay at the 12 ERU rate instead of
the appropriate 69 ERU rate. The Appraiser should take steps to re-classify these
parcels. The financial impact on the PBSD, at FY2018 non-ad valorem assessment
rates, would have been plus $39,334.82
5
Agenda item#8d
Page 6 of 9
Final Recommendations / Proposal
• The committee believes that a modest adjustment in the formula for assigning
ERU's to commercial members is appropriate. This proposal modifies the
current formula for assigning ERU's to commercial properties from 1.0 ERU per
unimproved acre / 5.75 ERU per improved parcel to 1.75 ERU per unimproved
acre / 5.5 ERU per improved parcel. This change serves to incrementally
balance the equity between the two defined usage categories (improved and un-
improved) and also serves to increase the total number of ERUs (with a resulting
reduction in the non-ad valorem assessment per ERU).
• Administratively corrects the categorization of two improved properties which
have benefited from inaccurately being categorized as un-improved properties
(i.e. 5.5 ERU per acre in lieu of 1.75 ERU per acre).
• Raises the mill rate for our ad valorem stream to a level which is suitable for
funding our "accrual" needs (i.e. Street Lighting, Lake Bank Remediation, Beach
Renourishment, etc) and simultaneously reduces the non-ad valorem
assessment to a level required to fund our on-going operational needs, loan
amortization (if any), and supplements to the ad valorem fund during extended
periods of declining property values. The rebalancing would be made in such a
way as to keep the aggregate funds generated unchanged, compared to the
funds raised by existing methods (in other words, a revenue neutral proposal).
These simultaneous changes result in several moving financial parts, the combined
effects of which for FY2018 are shown on the attached Exhibits 3 and 4. The total
PBSD burden for all commercial and institutional members would be reduced. The total
PBSD burden would also be reduced on residential properties with modest taxable
values, accompanied by a corresponding increase in total burden placed on properties
with high taxable values (and which are presumably owned by residents of better than
average financial means). Notably, even with the proposed changes, the overall
method of raising PBSD funds retains it's historically "regressive" nature. Entry level
homes would still pay as much as 0.4% of taxable value annually, while homes with the
highest valuations would be burdened with levies of less than 0.1%.
The Club experiences a modest erosion of it's historical ERU preference, but remains
well positioned relative to that of a fully "improved parcel". The increase per golf
member would seem to be a tolerable $119 per year.
Summary: This funding proposal is incremental in nature, directionally provides
welcome relief for commercial and institutional members and reduces
regressivity for residential members.
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