PBSD MSTBU Minutes 04/06/2021 WPELICAN BAY SERVICES DIVISION BOARD AND THE PELICAN BAY
FOUNDATION BOARD JOINT WORKSHOP
APRIL 6, 2021
The Pelican Bay Services Division Board and the Pelican Bay Foundation Board held a Joint
Workshop on Tuesday, April 6, 2021, at 9:00 a.m. at the Naples Grande Beach Resort, located at
475 Seagate Drive, Naples, Florida 34103.
In attendance were:
Pelican Bay Services Division Board
Michael Fogg, Chairman
Joe Chicurel, Vice -Chairman
Jack Cullen
Nick Fabregas
Susan Hamilton
Pelican Bay Services Division Staff
Neil Dorrill, Administrator
Chad Coleman, Operations Manager
Darren Duprey, Assoc. Project Mgr. (absent)
A►so Present
Larry Baumann, Pelican Bay Foundation
Jane Brown, Pelican Bay Foundation
Mohamed Dabees, Humiston & Moore
Michael Foley, Pelican Bay Foundation
John Gandolfo, Pelican Bay Foundation
Dave Mangan
Denise McLaughlin
Susan O'Brien
Michael Rodburg
Rick Swider
Michael Weir
Karin Herrmann, Operations Analyst
Lisa Jacob, Project Manager
Barbara Shea, Administrative Assistant
Jim Hoppensteadt, Pelican Bay Foundation
Cp1. Jim McGilvrey, Sheriffs Office
Kim Rosenberg, Pelican Bay Foundation
Mike Ruffolo, Pelican Bay Foundation
Trent Waterhouse, Pelican Bay Foundation
APPROVED AGENDA (AS PRESENTED)
1. Pledge of Allegiance
2. Opening remarks -Chairmen
3. Approval of Agenda
4. Joint Projects
a. Beach Reinforcement (USAGE Project)
b. Oakmont Lake —Restoration and Footpath Replacement
c. Traffic Safety
d. Joint Offices, Sun Trust Building
5. PBF Projects
a. Community Center Expansion
b. Pickleball
6. PBSD Projects
a. Sidewalk Replacement
b. Lake Bank Restoration —Long Range Plan
c. Clam Pass Dredging and Beach Renourishment
d. Operations Building Replacement
Financing/Assessment Planning
a. PBSD
Pelican Bay Services Division Board Workshop
April 6, 2021
b. PBF
8. Audience Continents
9. Adjournment
ROLL CALL
Dr. Chicurel, Mr. Cullen, Mr. Fabregas, Mr. Fogg, Ms. Hamilton, Mr. Mangan, Ms.
McLaughlin, Ms. O'Brien, Mr. Rodburg, Mr. Swider, and Mr. Weir were present
OPENING REMARKS -CHAIRMEN
Dr. Gandolfo, PBF Chair and Mr. Fogg, PBSD Chair introduced their respective board
members and provided opening remarks.
Dr. Chicurel motioned, Ms. McLaughlin seconded to approve the agenda as
presented. The motion carried unanimously.
JOINT PROJECTS
BEACH RE, NOURISHMENT (USACOE PROJECTI
Mr. Waterhouse, PBF Board, provided an update on the USACE (U.S. Army Corps of
Engineers) project, and noted that Pelican Bay is considered "planning area 2" which has been
excluded from the project. He noted that this project will be a "matching program" with 65%
federally funded and 35% locally funded. Mr. Hoppensteadt, PBF President, commented that the
PBF has submitted comments to the USACE, and is now focusing on discussions with Collier
County, suggesting that "area 2" be treated equally to the surrounding areas. Dr. Dabees,
Enivronmental Consultant with Humiston & Moore, suggested that we coordinate with our local
sponsor, Collier County, and suggested that there should be a uniform plan for "areas 1, 2, and 3."
OAKMONT LAKE —RESTORATION AND FOOTPATH REPLACEMENT
Ms, McLaughlin, PBSD Board, provided a general update/discussion on our lake bank
restoration projects. Eroded lake banks of some of our 45 lakes are now out of compliance with
SFWMD guidelines. We will focus on lake bank restoration of ten lakes over the next decade.
Ms. McLaughlin discussed several approaches/solutions to lake bank restoration, including the
advantages and disadvantages of each. The Water Management Committee is currently in the
process of choosing the best approach for the Oakmont Lake restoration project. This project
would include landscaping and pathway renovations, which would be PBF projects, as they are
the property owner. Mr. Waterhouse suggested holding an Oakmont Assoc. forum to discuss how
this project would affect these homeowners' properties and obtain resident input on restoration
options. This project will likely begin in early 2022.
TRAFFIC SAFETY
Dr. Chicurel, PBSD Board, provided updates on (1) license plate readers, (2) flashing lights
at the North Tram Station crosswalk, (3) flashing lights at the San Marino crosswalk at PB Blvd.,
(3) sharrow road markers, (4) anti -speeding strategies, (5) safety PSA's, and (6) monthly Sheriff's
Office PB activity reports. He reported that PBSD has decided not to install license plate readers
in Pelican Bay. Dr. Chicurel introduced our Sheriff's Office liaison, Cpl. Jim McGilvrey. Cpl.
McGilvrey reported that there were five vehicle accidents in Pelican Bay in the last 90 days. Dr.
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April 6, 2021
Chicurel commented that going forward he will receive monthly Sheriff's Office PB activity
reports, and he will share the data with both boards.
JOINT OFFICES. SUN TRUST BUILDING
Mr. Dorrill expects that the PBSD office staff will move to a larger ground floor office in
the SunTrust Building, later this summer. The new space (3400 sq. feet) will be shared with PBF
staff, and will include some shared space and two conference rooms.
PBF PROJECTS
COMMUNITY CENTER EXPANSION
Ms. Brown, PBF Board, provided an update on the possible expansion of the Community
Center. She has been working with Mr. Rosenberg to locate a property to purchase for PBF
expansion. The PBF is restricted from leasing property for recreational purposes. There is demand
for additional meeting room space and a larger gym facility. The PBF Board continues to look at
how to best optimize the existing space in the Community Center, and has the option to expand
the facility by 12,000 sq. feet without the need to add extra parking spots.
PICKLEBALL
Mr. Foley and Mr. Rufulo, PBF Board, have been working on locating an optimal property
to construct pickleball courts. A recent resident survey showed 49% of PB members had an
interest in pickleball. The PBF Board will continue to seek input and assess both internal and
external sites (available for purchase) for pickleball courts. No identified internal sites are a good
option. The PBF has had discussions with the County on the possibility of pickleball courts at the
Community Park.
PBSD PROJECTS
SIDEWALK REPLACEMENT
Dr. Chicurel provided an update on the PBSD sidewalk replacement project. Phase 1
(Green Tree Dr.) construction is expected to begin this summer and is expected to be completed
in no more than six months. The estimated cost is approximately $800,000. Preliminary work for
Phase 2 is expected to be completed by December 2021, with construction underway early 2022.
The estimated cost of the project is $6 million; the estimated time to complete the project is three
years. The County is contributing $5 million to the PBSD over ten years.
LAKE BANK RESTORATION — LONG RANGE PLAN
Ms. McLaughlin commented that several years ago, our consultants completed an
assessment of the conditions of the lake banks of the 45 lakes for which the PBSD has easements
for lake bank maintenance. The long-range plan of the PBSD is to address the lake banks of ten
lakes over the next ten years. The PBSD is also responsible for the conveyance pipes and
headwalls which are part of the PB master water management system.
CLAM PASS DREDGING AND BEACH RENOURISHMENT
Ms. O'Brien, PBSD Board, commented on the very good current conditions in Clam Pass,
resulting from our December/January maintenance project. She commented on past hydraulic and
mechanical dredging projects. Monthly tidal ratios and biannual bathymetric surveys are the two
key variables used to monitor Clam Pass,
Ms. O'Brien commented that Pelican Bay has been included in the County's engineering
work for the Fall County truck haul beach renourishment project (project design and preparation
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of plans). Once we get the results of this work, the PBSD Board can decide on the exact beach
locations and quantities of sand for our participation in the project. Dr. Dave Trecker, Coastal
Advisory Committee Chair, confirmed that a 100-foot beach width continues to be the County's
target.
OPERATIONS BUILDING REPLACEMENT
Mr. Fogg provided an update on the Operations Building Replacement project; a copy of
the site plan was provided in the agenda packet. Highlights of his comments included (1) the PBF
has approved the conceptual site plan, (2) construction is expected to begin Fall 2021, and (3)
construction is expected to be completed in one year.
FINANCING/ASSESSMENT PLANNING
PBSD
Mr. Fogg commented that over the next several years, he expects (1) operating expenses
will not increase any more than the rate of inflation, and (2) we will have a $5 - $7 million deficit
resulting from our planned capital projects. This deficit will be financed through short-term bank
financing obtained through the County. To the extent possible, our short-term financing will be
converted to long term financing, so that the cost of our capital projects is spread over the useful
life of these assets. The County is contributing $5 million towards our sidewalk replacement
project over ten years. Over the next ten years, Mr. Fogg is projecting an increase in the PBSD
assessment of 5 — 6% per year, which will include our debt service obligation.
PBF
Mr. Rosenberg commented that Pelican Bay property resell fees are used for PBF capital
projects, and in general, $2.1 million is raised each year. The recent South Beach renovation
project depleted these funds. The next project will be the Community Center expansion project
with the earliest start date of May 2023 at which time the PBF may have $6-7 million in capital
funds. PBF beach renourishment reserves are adequate. Mr. Hoppensteadt commented that per
an engineer's estimate of cost, the PBF has reserved $370,000 for the replacement of the Oakmont
Lake pathway.
AUDIENCE COMMENTS
Mr. Hank Rossi, VI of the Pelican Bay Property Owners Assoc., commented on (1) traffic
safety, (2) the need for a long-term planning group, (3) the need for a reserve study, and (4) the
benefits of long-term financing.
OTHER COMMENTS
Ms. Brown commented on Piney Point's release of toxic water into Tampa- Bay and
questioned the red tide implications to Southwest Florida Gulf beaches. Ms. O'Brien suggested
staff explore who at the County is monitoring this issue.
Mr. Gandolfo proposed that the two boards meet at least annually in the future.
ADJOURNMENT
The meeting was adjourned at 11:31 a.m.
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Z (� as amended ON date