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Forest Lakes MSTU Agenda 05/07/2019 May 7, 2019 Forest Lakes MSTU 1/1 AGENDA MAY 7, 2019 I. CALL TO O RDER II. A TTENDANCE A. 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) B. Staff: Michelle Arnold – Director Dan Schumacher – Project Manager C. Contractors: Aaron Gross – Ground Zero Landscaping Wendy Warren – Premier Staffing (Transcription) III. APPROVAL OF A GENDA IV. APPROVAL OF M INUTES – A PRIL 2, 2019 V. CONTRACTOR R EPORTS A. Ground Zero Landscaping – Aaron Gross VI. P ROJECT M ANAGERS R EPORT A. COMMITTEE MEMBER APPLICATIONS. B. BUDGET REPORT. C. Status: 1. Fence Repairs. 2. Roadway Signage. C. Procurement: 1. PO’s Requested: n/a. D. Light Pole Number Duplicates. E. Perimeter Tree Replacements. VII. N EW & O NGOING B USINESS: A. Quail Run GC – Presentation of conceptual plans. VIII. O LD B USINESS IX. P UBLIC C OMMENTS X. ADJOURNMENT NEXT M EETING J UNE 4, 2019 - 10:00 AM F OREST L AKES C ONDO ASSOCIATION C LUBHOUSE 1058 F OREST LAKES D RIVE, N APLES, FL 34112 (239) 261-5497 FOREST LAKES ROADWAY AND DRAINAGE M.S.T.U. ADVISORY COMMITTEE 3299 East Tamiami Trail - Suite 103, Naples, FL 34112 MINUTES April 2, 2019 Forest Lakes MSTU 1/5 FOREST LAKES ROADWAY AND DRAINAGE M.S.T.U. ADVISORY COMMITTEE 3299 East Tamiami Trail - Suite 103, Naples, FL 34112 MINUTES APRIL 2, 2019 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 (Excused) George Fogg John Goody Staff Michelle Arnold – Director (Excused) Dan Schumacher - Project Manager Caroline Soto – Budget Analyst Contractors Aaron - Ground Zero Landscaping Wendy Warren – Premier Staffing Community Attendees Doug Burnham – GM, Quail Run GC Rick Korb – President, Quail Run GC Gregory Pollock – Resident Robert Monico - Resident III. APPROVAL OF AGENDA Ms. Bell moved to approve the Agenda as presented. Second by Mr. Fogg. Carried unanimously 4 - 0. IV. APPROVAL OF MINUTES – MARCH 5, 2019 Mr. Fogg moved to approve the minutes of the March 5, 2019 Forest Lakes Advisory Committee meeting subject to the following change: Page 2, Item VII. B – Project Manager’s Report: 1. Fence Repairs –from “… Project specs and requirements for “Bid Sync” are entered on line with a quote thresh hold of $50,000 or less …,” to … Project specs and requirements for “Bid Sync” are entered on line with a quote threshold of $50,000 or less …).” Second by Mr. Goody. Carried unanimously 4 - 0. V. CONTRACTORS REPORTS A. Ground Zero Landscape Maintenance – Aaron Gross Mr. Gross reported on landscape maintenance as follows:  Bougainvillea stakes were removed.  Landscaping by the back fence was pruned.   A damaged irrigation valve was repaired.  Turf was treated for weed infestation. MINUTES April 2, 2019 Forest Lakes MSTU 2/5 Brazilian Pepper MSTU Fence Brazilian Pepper engulfing the fence should be removed prior to installation of new fencing. Ground Zero Landscaping will provide two quotes for vegetation removal and fence straightening for consideration as follows: 1. Clear the entire corner of Brazilian Pepper and miscellaneous landscape material. 2. Remove Brazilian Pepper plant from a four-foot area of the fence only. Mr. Schumacher and Mr. Fogg will visit the area to determine the Scope of Work. Mr. Burnham volunteered to extend the Ivy Hedge themed fence by the Quail Run maintenance lot if the M.S.T.U. selects option #1, above. VI. PROJECT MANAGERS REPORT A. Proposed FY-20 Budget Ms. Soto presented the “Forest Lakes MSTU Fund 159, proposed budget for FY20” effective October 1, 2019 noting:  Operating Expense Budget FY19 forecast is $157,100.00; Operating Expense Budget FY20 is $153,300.00. During discussion, the Committee agreed to modify the FY20 proposed budget as follows:  Engineering Fees: Budget Forecast Proposed Increase                                                $ 2,000.00 $ 0.00 $ 10,000.00 $ 8,000.00  Other Contractual: $90,000.00 $99,677.00 $100,000.00 $10,000.00   Lighting Maintenance: $ 5,000.00 $ 5,000.00 $ 7,500.00 $ 2,500.00  Total Increase to Operating Expenses $20,500.00 Funds not expended in FY19 are carried-over to the FY20 budget. Capital Outlay Funds can be transferred to Operating Expense via a budget amendment approved by the Board of County Commissioners (BCC). Estimated time frame for transfer process is Six (6) weeks. Mr. Fogg motioned to approve the proposed FY20 budget for the Forest Lakes Roadway and Drainage M.S.T.U., subject to amendments recorded during discussion. Second by Mr. Goody. Carried unanimously 4 – 0. B. Budget Report Mr. Schumacher presented the “Forest Lakes MSTU Fund 159, April 2, 2019” for FY19 noting:  FY19 Ad Valorem property tax revenue budget is $278,900.00, an increase of 6.18%.  Total revenue FY18 is $444,027.00 including investment interest, transfers and contributions (minus a 5% reserve of $14,000).  Operating Expense Budget is $178,027.00 of which $69,165.34 is committed; $36,052.35 expended.  Unencumbered Operating Expense funds available are $72,809.31.  Mettauer Environmental’s Purchase Order has a balance remaining of $2,625.00. Services provided are for lakes maintenance and aquatic weed vegetation treatment; pest control, such as eradication of snakes (water moccasins), is not part of their scope of responsibility.  The Capital Outlay budget balance of $143,630.00, Line 35, will finance special projects including tree, fencing and light pole replacement/repair and roadway signage.  Reserves of $23,100.00, line 42, are adequate. MINUTES April 2, 2019 Forest Lakes MSTU 3/5  Upon payment of the existing bond in 2022, capital maintenance projects such as drainage, sidewalks and street paving will be considered.  Total available balance for FY-19 is $242,451.44.  Mr. Schumacher will confer with Florida Fish and Wildlife Conservation (FWC) on policy for removal/eradication of venomous snakes. C. Status  1. Fence Repairs – Bids received and award in process. Woodshire Lane  The County awarded a contract to Century Fence Company in February 2019.  Mr. Schumacher met with the contractor to Request a Quote (RFQ) for additional fencing.              2. Light Pole #156 Replacement. Notice-to-Proceed issued. Mr. Schumacher issued a Notice-to-Proceed (NTP) to Hart’s Electrical to replace light pole #156 on Forest Lakes Blvd in front of Turtle Lake Golf Colony condominiums. LED Replacement Lighting  As pricing becomes more competitive, and the appropriate retrofit product is available, the plan is to convert all M.S.T.U. light poles to LED lamps.  In the near term, conventional replacements will be installed for lamp outages. 3. Roadway Signage – Stop, Street Name and Traffic Signs. A quote for the “Traffic Sign bid schedule” advertised on BidSync, the county’s internet-based quote solicitation system produced no Vendor bids. Mr. Schumacher will meet with a local company to solicit a quote and update the Committee on the project status at the May meeting. Funds for the project were approved by the Committee on October 2, 2018. D. Procurement 1. PO’s Requested: n/a No new Purchase Orders were issued. 2. PO’s Issued: Hart’s Electrical for Sternberg Light Pole replacement, $6470. A Purchase Order was issued for replacement of the light pole #156. On completion of light pole #156 installation, one additional pole will be ordered and installed on Woodshire Lane. E. Light Pole Number Duplicates – Replacement numbers. The Turtle Lakes Condominium Association, Forest Lakes Boulevard, needs to clean the scum residue on the pole numbers to enable the new decals for light pole renumbering to be installed. Mr. Goody will discuss the requirement with association management and advise Mr. Schumacher of the outcome. F. Perimeter Tree Replacements Mr. Schumacher and Mr. Gross evaluated the Sidewalk Trees list designating the location, position and quantity of replacement trees. MINUTES April 2, 2019 Forest Lakes MSTU 4/5 Golf Course Parking Lot Trees Three or four trees bordering the golf course parking lot on Forest Lakes Boulevard are recommended. On receipt of a cost proposal from Ground Zero Landscaping, Mr. Schumacher will email Committee members and request a Motion to Proceed with planting. Two additional quotes will be requested from Ground Zero Landscaping for the Street Tree Replacement Project as follows: 1. Irrigated areas.  2.    Non irrigated areas.   Quotes will be presented for review at the May 2019 meeting and a final decision solicited regarding planting of non-irrigated areas, particularly the southwest corner of the property. VII. NEW & ONGOING BUSINESS A. Quail Run GC – MSTU Funds from the MSTU for golf course drainage. Mr. Korb, President, Quail Run Golf Club, reported:  The nine-member Quail Run committee formed to identify long-term infrastructure projects for partnership with the M.S.T.U. has completed a conceptual design for golf course modifications to improve water flow and reduce ponding in the Forest Lakes community.  A conceptual plan for the golf course proposed by the Quail Run Golf Club Board of Directors, will be presented the to the M.S.T.U. Committee at the May 7 meeting.  Landscape beautification will be integrated into the design; however, water retention and improved drainage are the primary goals.  The project will be considered after the bond payments are completed in 2022. Mr. Schumacher will consult with ABB (Agnoli, Barber & Brundage) about a Scope of Work proposal after the Quail Run plan is received. The Committee stated it would be expeditious for ABB to complete the engineering study in the coming months, versus waiting till the bond is paid, to enable the feasibility and scope of the Quail Run concept to be determined well in advance. B. Stormwater Drainage Piping Maps. Mr. Schumacher has located some, but not all, maps identifying locations of stormwater pipes in the community. The project will be pursued in tandem with the Golf Course renovation project. VIII. OLD BUSINESS Traffic Signs The “No U Turn” sign by the Publix Super Market at Pine Ridge Crossing is not effective. Mr. Schumacher will review the ROW (Right of Way) drawing to determine jurisdiction and request Traffic Operations review the area and suggest an alternative solution to alleviate the lack of compliance issue. Golf Cart Crossing Signs Mr. Burnham noted windshield height signs are most effective. MINUTES April 2, 2019 Forest Lakes MSTU 5/5 IX. PUBLIC COMMENTS Robert Monico requested the M.S.T.U review the drainage system and storage capacity for the Phase I Villas on forest Lakes drive. The Committee noted:  Drainage for individual Condominium areas is not in the M.S.T.U.’s scope of responsibilities.   Engineering services to address drainage or sidewalk maintenance are not planned at this time.   Future projects will be considered in 2022 when the bond is paid off.     Mr. Schumacher will confer with Mr. Barry to determine historical M.S.T.U. involvement in the vicinity.      X. ADJOURNMENT There being no further business to come before the Committee, the meeting was adjourned by the Chair at 11:35 PM. NEXT MEETING: MAY 7, 2019 - 10:00 A.M. FOREST LAKES CONDO ASSOCIATION CLUBHOUSE 1058 FOREST LAKES DRIVE, NAPLES, FL 34105 (239) 261-5497 FOREST LAKES ROADWAY AND DRAINAGE MSTU ADVISORY COMMITTEE ________________________________ Marianne Fanning, Chair The Minutes were approved by the Committee on , 2019, as presented ____, or as amended _______. Advisory Board Application Form  Collier County Government  3299 Tamiami Trail East, Suite 800  Naples, FL 34112  (239) 252‐8400  Application was received on: 4/5/2019 2:14:17 PM.    Name:  John W Goody    Home Phone: 2303000674    Home Address: 100 Forest Lakes Blvd.202    City: Naples    Zip Code: 34105    Phone Numbers  Business:     E‐Mail Address: jwgbroker1@yahoo.com    Board or Committee: Forest Lakes Roadway and Drainage MSTU Advisory Committee    Category: Not indicated    Place of Employment: Retired    How long have you lived in Collier County: more than 15    How many months out of the year do you reside in Collier County: 9‐12    Have you been convicted or found guilty of a criminal offense (any level felony or first degree  misdemeanor only)? No    Not Indicated    Do you or your employer do business with the County? No    Not Indicated  NOTE: All advisory board members must update their profile and notify the Board of County  Commissioners in the event that their relationship changes relating to memberships of organizations  that may benefit them in the outcome of advisory board recommendations or they enter into contracts  with the County.     Would you and/or any organizations with which you are affiliated benefit from decisions or  recommendations made by this advisory board? No    Not Indicated    Are you a registered voter in Collier County? Yes    Do you currently hold an elected office? No    Do you now serve, or have you ever served on a Collier County board or committee? Yes    Forest Lakes Roadway and Drainage MSTU Advisory Committee    Please list your community activities and positions held:  Maintenance Committee Turtle Lake Golf Colony     Education:  2 YEARS College     Experience / Background  35 years as a Real estate broker 10 years owner of J&L CONSTRUCTION CO. Member of Of Forest Lakes  Roadway and Drainage MSTU Advisory Committee    Advisory Board Application Form  Collier County Government  3299 Tamiami Trail East, Suite 800  Naples, FL 34112  (239) 252‐8400  Application was received on: 3/6/2019 11:12:17 AM.    Name:  Barbara Bell    Home Phone: 2392631176     Home Address: 1527 Happolo Lane    City: Naples    Zip Code: 34105    Phone Numbers  Business:     E‐Mail Address: bellba613@gmail.com     Board or Committee: Forest Lakes Roadway and Drainage MSTU Advisory Committee    Category: Not indicated    Place of Employment: Retired from Collier County Public Schools    How long have you lived in Collier County: more than 15    How many months out of the year do you reside in Collier County: I am a year‐round resident    Have you been convicted or found guilty of a criminal offense (any level felony or first degree  misdemeanor only)? No    Not Indicated    Do you or your employer do business with the County? No    Not Indicated  NOTE: All advisory board members must update their profile and notify the Board of County  Commissioners in the event that their relationship changes relating to memberships of organizations  that may benefit them in the outcome of advisory board recommendations or they enter into contracts  with the County.     Would you and/or any organizations with which you are affiliated benefit from decisions or  recommendations made by this advisory board? No    Not Indicated    Are you a registered voter in Collier County? Yes    Do you currently hold an elected office? No    Do you now serve, or have you ever served on a Collier County board or committee? Yes    Forest Lakes MSTU    Please list your community activities and positions held:      Education:  Masters Degree Educational Media and Instructional Design    Experience / Background  Media specialist for 30 years ‐ 24 years in Collier County Forest Lakes MSTU member for 4 years Current  MSTU vice chair     FOREST LAKES MSTU FUND 159 May 7, 2019 FY-19 Vendor Item PO# Budget Commitments Expenditures Budget Remainder 1 CUR AD VALOREM TAX (278,900.00)$ -$ (255,096.83)$ (23,803.17)$ 2 DEL AD VALOREM -$ -$ -$ -$ 3 OVERNIGHT INTEREST -$ -$ (987.37)$ 987.37$ 4 INVESTMENT INTEREST -$ -$ (2,010.97)$ 2,010.97$ 5 INTEREST TAX COLLECTOR -$ -$ (98.34)$ 98.34$ 6 REVENUE STRUCTURE (278,900.00)$ -$ (258,193.51)$ (20,706.49)$ 7 CARRY FORWARD GEN (154,200.00)$ -$ (154,200.00)$ 8 CARRY FORWARD OF ENCUMB AMT (24,927.00)$ -$ (24,927.00)$ 9 TRANSFER FROM TAX COLLECTOR -$ -$ 10 NEG 5% EST REV 14,000.00$ -$ 14,000.00$ 11 TRANSFERS & CONTRIB (165,127.00)$ -$ -$ (165,127.00)$ 12 TOTAL REVENUE (444,027.00)$ -$ (258,193.51)$ (185,833.49)$ 13 ENGINEERING FEES 10,000.00$ -$ -$ 10,000.00$ 14 ENGINEERING FEES OTHER 8,000.00$ -$ -$ 8,000.00$ 15 INDIRECT COST REIMBURS Collier County Direct Pay 5,000.00$ -$ 5,000.00$ -$ 16 INTERDEPT. PAYMENT Collier County Direct Pay 500.00$ -$ -$ 500.00$ Ground Zero Landscape Incidentals - FY19 4500191318 6,225.00$ 3,775.00$ Ground Zero Landscape Incidentals - FY18 4500184455 ` -$ 17 LANDSCAPE INCIDENTALS 12,688.00$ 6,225.00$ 3,775.00$ 2,688.00$ Ground Zero Grounds & Swales Maint - FY19 4500191318 31,670.00$ 23,330.00$ Mettauer Routine Lakes Maint - FY19 4500190382 -$ 2,625.00$ 3,675.00$ Florida Fountains Lake Fountain Maint. 4500193704 258.00$ 129.00$ Ground Zero Grounds Maint - FY18 4500184455 -$ 1,913.00$ Ground Zero Swales Maint - FY18 4500183632 -$ 1,872.00$ 18 OTHER CONTRACTUAL 99,677.00$ 34,553.00$ 30,919.00$ 34,205.00$ 19 OTHER CONTRACTUAL 10,000.00$ -$ -$ 10,000.00$ 20 ELECTRICITY FP&L Electricity Direct Pay 15,000.00$ 6,748.50$ 6,451.50$ 1,800.00$ 21 WATER AND SEWER City of Naples Reclaimed Water Direct Pay 2,500.00$ 814.77$ 685.23$ 1,000.00$ 22 RENT EQUIPMENT JM Todd Copier/Printer Lease (shared) 4500191080 300.00$ 133.06$ 133.06$ 33.88$ 23 INSURANCE GENERAL Collier County Insurance Direct Pay 300.00$ 150.00$ 150.00$ -$ 24 SPRINKLER SYSTEM MAIN FIS Irrigation Parts 4500189928 1,500.00$ 467.40$ 32.60$ 1,000.00$ 25 MULCH Forestry Resources Mulch 4500191049 1,000.00$ 1,000.00$ -$ -$ Harts Electric Electrical Repair Services 4500182830 -$ Harts Electric Light Pole Relamps 4500192777 1,271.48$ 3,728.52$ 26 LIGHTING MAINTENANCE 5,562.00$ 1,271.48$ 3,728.52$ 562.00$ Juristaff, Inc. Transcriptionist 4500182118 -$ -$ 436.57$ Premier Staffing Transcriptionist 4500189934 -$ 1,743.69$ 1,256.31$ 27 OTHER MISCELLANEOUS 3,500.00$ 1,743.69$ 1,692.88$ 63.43$ 28 OFFICE SUPPLIES Staples Advantage Office Supplies 4500190280 300.00$ 163.46$ 36.54$ 100.00$ 29 COPYING CHARGES JM Todd Monthly CPC (shared) 4500191081 300.00$ 176.69$ 123.31$ -$ SiteOne Landscape Fertilizer 4500191419 -$ 300.00$ -$ Florikan Fertilizer 4500189762 -$ 617.50$ 382.50$ 30 FERT HERB CHEM 1,500.00$ 917.50$ 382.50$ 200.00$ Golden Gate Trophy Name Plates for Committee VISA 243.00$ Sunshine Ace Adhesive Numbers for Light Poles VISA 70.23$ 31 OTHER OPERATING SUPPLIES 200.00$ -$ 313.23$ (113.23)$ 32 OTHER TRAINING 200.00$ -$ -$ 200.00$ 33 OPERATING EXPENSE 178,027.00$ 54,364.55$ 53,423.37$ 70,239.08$ Harts Electric Light Pole Replacement- F.L. Blvd. 4500194955 6,470.00$ -$ Century Fence Co. Woodshire Ln. Fence Repairs 4500195232 -$ 7,240.00$ 34 IMPROVEMENTS GENERAL 150,100.00$ 6,470.00$ 7,240.00$ 136,390.00$ 35 CAPITAL OUTLAY 150,100.00$ 6,470.00$ 7,240.00$ 136,390.00$ 36 TRANS TO 111 UNINCOR 57,900.00$ -$ 57,300.00$ 600.00$ 37 TRANS TO 112 UNINCOR 25,400.00$ -$ 25,400.00$ -$ 38 TRANSFERS 83,300.00$ -$ 82,700.00$ 600.00$ 39 Budget Trans from Appraiser 2,500.00$ -$ 1,569.60$ 930.40$ 40 Budget Trans from Tax Collector 7,000.00$ -$ 5,777.96$ 1,222.04$ 41 TRANSFERS CONST 9,500.00$ -$ 7,347.56$ 2,152.44$ 42 RESERVES FOR FUTURE CONST 23,100.00$ -$ -$ 23,100.00$ 43 RESERVES 23,100.00$ -$ -$ 23,100.00$ 44 TOTAL EXPENDITURES 444,027.00$ 60,834.55$ 150,710.93$ 232,481.52$ 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 Operating Budget Summary Millage Summary FY 19 FY 18 Debt Service Operations Total Millage: 1.3793 1.3431 2.6207 1.3793 4.0000 Revenue: $278,886 $255,764 $529,900 $278,900 $808,800 Property Tax Summary FY-19 Oct Taxable Value 202,194,186