Forest Lakes MSTU Agenda 07/06/2021
July 6, 2021 Forest Lakes MSTU 1/1
AGENDA
JULY 06, 2021
I. CALL TO O RDER
II. A TTENDANCE
Advisory Committee:
Marianne Fanning – Chair (4/21/2022)
Barbara Bell – Vice Chair (4/21/2023)
Richard Barry (4/21/2022)
George E. Fogg (4/21/2024)
John Goody (4/21/2023)
Staff:
Michelle Arnold – Director
Dan Schumacher – Project Manager
Contractors:
Aaron Gross – Ground Zero Landscaping
TBD – Premier Staffing (Transcription)
III. APPROVAL OF A GENDA
IV. APPROVAL OF M INUTES – J UNE 1, 2021
V. CONTRACTOR R EPORTS
A. Ground Zero Landscaping – Aaron Gross
VI. P ROJECT M ANAGERS R EPORT – Dan Schumacher
A. B UDGET R EPORT
B. Status Report:
1. Swales Re-Survey
2. Lake #9 Wall Repair
3. Forest Lakes Blvd (FLB) Pump Station & Camelia Ln Swale
VII. N EW B USINESS
A. Sidewalk on Forest Lakes Drive - Proposed
1. Patrick Bernal survey data
2. County Attorney’s Office -Easement Opinion
VIII. O NGOING B USINESS
IX. P UBLIC C OMMENTS
X. ADJOURNMENT
NEXT M EETING
AUGUST 3, 2021 - 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
8300 Radio Road
Naples, FL 34104
MINUTES
June 1, 2021 Forest Lakes MSTU 1/5
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road - Naples, FL 34104
MINUTES
JUNE 1, 2021
I. CALL TO ORDER
Chair Fanning called the meeting to order at 10:00 A.M.
A quorum of four was present.
II. ATTENDANCE
Advisory Committee Marianne Fanning – Chair
Barbara Bell – Vice Chair
Richard Barry
George Fogg
John Goody (Excused)
Staff Michelle Arnold – Director
Dan Schumacher – Project Manager
Rosio Garcia – Administrative Assistant (Excused)
Contractors Aaron Gross - Ground Zero Landscaping
Wendy Warren - Premier Staffing (Transcription)
Community Attendees Doug Burnham – General Manager, Quail Run GC
Rick Korb – President, Quail Run GC
Patrick Bernal – Forest Lakes Resident
III. APPROVAL OF AGENDA
Mr. Fogg moved to approve the Agenda for the Forest Lakes Roadway and Drainage M.S.T.U. as
presented. Second by Ms. Bell. Carried unanimously 4 - 0.
IV. APPROVAL OF MINUTES – MAY 4, 2021
Ms. Bell moved to approve the minutes of the May 4, 2021 Forest Lakes Advisory Committee subject
to the following change:
Page 3, Item IV Approval of the minutes: from “… A photo of four (4) concrete post sections of
the cable fence at the Verandas at Quail Run was distributed.) …,” to ... A photo of four (4) concrete
post sections of the cable fence was distributed…).” Second by Mr. Fogg. Carried unanimously
4 - 0…).”
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping – Aaron Gross
Mr. Gross reported on landscape maintenance as follows:
Landscaping looks good.
Fertilizer has been applied.
Finished sod replacement in refurbished northwest swale area.
During Committee discussion the following was noted:
Mr. Schumacher will contact the resident(s) to evaluate the two failing trees between
Narita Lane and Opuntia Lane and suggest replacement.
MINUTES
June 1, 2021 Forest Lakes MSTU 2/5
It was observed during a drive through of the golf course that the outfall pipe at Lake #5
was dry. The water level at Lake #18 and others were low as well. Monitoring of “Staff
Gauges” to assist in measuring the water elevation levels at Lakes 5 and 15 will be
beneficial during the rainy season.
Florida Power & Light (FPL) cleared a section of vegetation from the corner of the
boundary fence abutting the Naples Bath and Tennis Club to the new pump station.
VI. PROJECT MANAGERS REPORT
A. Budget Report
Mr. Schumacher presented the Forest Lakes Roadway & Drainage MSTU Fund 159 dated
June 1, 2021:
FY-21 Ad Valorem property tax revenue budget is $303,400.00, an increase of 3% over
FY-20.
Total revenue FY-21 is $692,852.32 including investment interest, transfers, and
contributions (minus a 5% reserve of $15,200).
The FY-21 Millage rate remains constant at 4.000.
Current Operating Expense Budget of $177,152.32.
Commitment’s total $51,850.26; $80,959.18 is expended.
Uncommitted Operating Expense funds available are $44,342.88.
In the event Line items 15 -35 exceed the budgeted amount, funds can be accessed from
Line 36, the budget remainder.
Two (2) Purchase Orders for Agnoli, Barber and Brundage (ABB) were issued:
1. Survey and design of the swale modification on Camelia Lane in the amount of
$6,754.25.
2. $1,258.00 to monitor and observe work performed by Ground Zero Landscaping to
remove high spots on the swale.
The Landscape Ground Maintenance Purchase Order is for routine monthly maintenance,
as well as new or replacement plants and trees under the line-item Landscape Incidentals.
The Mettauer Environmental PO covers service for aquatic vegetation control in the lakes.
Florida Power & Light expenses fund electricity for lights and pumps.
Irrigation water costs are paid to the City of Naples.
Hart’s Electrical PO balance, Line 26, for lighting repairs is $3,500.00.
Transfer to Fund 111, Line 39, is for Staff salaries.
Budget Transfers Appraiser and Tax Collector, Lines 37 and 38, are fees billed by other
appropriate County entities.
Improvements General Fund, Line 37, reserved to fund capital projects, available balance
is $169,000.00.
Reserves for Insurance and Catastrophic/Hurricane funds, Lines 36, total $230,000.00.
Total available balance, less committed expenses, is $477,547.72.
Mr. Schumacher will verify the transfer of funds from Capital Outlay to Operating Expense for
engineering projects including the golf course swale survey and structural evaluation, design
plans and permitting of the Lake 9 retaining wall replacement.
Mr. Schumacher presented the “Forest Lakes MSTU Fund 159, proposed budget for Fiscal Year
2022” effective October 1, 2021, noting:
Funds not expended in FY-21 are carried forward into the FY-22 budget.
MINUTES
June 1, 2021 Forest Lakes MSTU 3/5
The FY-22 proposed Operating Expense Expenditures is $338,100.00, a 7.20% increase
over the adopted expenditure budget for FY-21.
Increased allowances for Landscaping and Other Contractual are indicated in red, original
dollars allocated are in yellow.
Special projects under consideration will be funded from Capital Outlay.
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 Collier County GovMax budget for Fiscal Year
2022, Fund 159 Forest Lakes Roadway & Drainage MSTU. Second by Mr. Barry. Carried
unanimously 4 – 0.
B. Status Report
1. Swales Re-Survey
The Purchase Order was issued to Agnoli, Barber & Brundage, Inc. (ABB) in the amount of
$19,044.00 to re-survey the elevations on Quail Run Golf Club for comparison to the 2014
survey, and an assessment of any un-surveyed swales to determine drainage capabilities at
Lakes 14, 15 and16.
Mr. Schumacher will initiate a Notice to Proceed (NTP) to ABB.
2. Lake #9 Wall Repair
Ms. Arnold and Mr. Schumacher met with Dan Rodriguez, Department Head, Public
Services Department, to provide a status update on the collapse of the wooden retaining wall
on Lake 9.
Activity
A quote was secured from Blot Engineering, Inc. in the $12,000.00 range with an
estimated timeline of fifty-six (56) days to complete a structural evaluation.
Staff requested Blot assess how to shorten the time frame for the work.
Construction is estimated to take one (1) week; however, it was noted “wall contractors”
are booked and not available on short notice.
Ms. Arnold and Mr. Schumacher have presented a summary of the wall repair project scope
and time frame to Mr. Dan Rodriguez, Department Head, Public Services Department; to be
subsequently conveyed to the County Manager.
3. Lighting Repairs
Hart’s Electrical has invoiced for the replaced lamp outages.
VII. NEW BUSINESS
A. Prospective Future Project Presentation
1. Sidewalks on Forest Lakes Drive – Patrick Bernal
Mr. Bernal updated the MSTU on his proposed sidewalk “Walking Path” in the Forest Lakes
Condominiums community, purportedly to ‘enhance resident safety by minimizing the
pedestrian traffic on Forest Lakes Drive and provide exercise and leisure opportunities for all
residents.’
MINUTES
June 1, 2021 Forest Lakes MSTU 4/5
His survey questionnaire was distributed to condo residents at an association meeting,
requesting an indication of support or non-support for a feasibility study on the sidewalk
project.
One-hundred fifty-nine (159) property owners voted “no” to the proposal; fifty-nine
(59) voted “yes.”
Feasibility Study cost is estimated in the $20,000.00 range and may have led to the
negative votes.
Staff noted the following would need to be addressed as part of consideration by the advisory
committee to proceed with the project.
The route of the proposed pathway route be made available for residents to review.
Residents be formally petitioned to determine support for a sidewalk.
Granting of permanent easements where needed.
Availability of sufficient budgeted MSTU funds for both initial design and construction,
in fiscal years to be determined, as well as recuring maintenance costs going forward.
Next Steps
Mr. Bernal will:
Tally and provide survey results from residents of six (6) condominiums to Mr.
Schumacher for distribution to the Committee.
Provide Staff a list of the condominiums and respective Board of Directors.
Mr. Schumacher will:
Request the County Attorney’s office render a legal opinion as to what entity(s)
among the six (6) condominium associations would be authorized to grant
permanent easements for the project.
This item will be included in the July Agenda.
B. Mr. Fogg requested volunteers to plant Boston Fern on Woodshire Lane along the sidewalk,
between the road and the fence, across from Emerald Greens Condominiums.
Mr. Schumacher confirmed the land on both sides of Woodshire Ln is owned by Emerald
Greens all the way to the MSTU-maintained fence.
Mr. Fogg discussed the following:
The plant material is at no cost to the MSTU.
The Boston Fern will be planted during the rainy season.
The ground cover requires minimal maintenance.
Mr. Fogg removed the request from the MSTU Agenda. Emerald Greens management and
residents will determine planting since the property is owned by the association.
VIII. ONGOING BUSINESS
Mr. Schumacher will check the schedule for video inspection of MSTU drainage pipes.
MINUTES
June 1, 2021 Forest Lakes MSTU 5/5
IX. PUBLIC COMMENTS
None
X. ADJOURNMENT
There being no further business to come before the Committee, the meeting was adjourned by the
Chair at 11:20 P.M.
NEXT MEETING: JULY 6, 2021 - 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 ,2021 as presented ____, or
as amended _______.
FOREST LAKES MSTU
FUND 159
July 6, 2021
FY-21 Vendor Item PO# Budget Commitments Expenditures
Budget
Remainder
1 CUR AD VALOREM TAX (303,400.00)$ -$ (289,372.94)$ (14,027.06)$
2 OVERNIGHT INTEREST -$ -$ (364.60)$ 364.60$
3 INVESTMENT INTEREST -$ -$ (944.81)$ 944.81$
4 INTEREST TAX CO (29.45)$ 29.45$
5 REVENUE STRUCTURE (303,400.00)$ -$ (290,711.80)$ (12,688.20)$
6 TRANSFER FROM 259 (50,000.00)$ -$ (17,500.00)$ (32,500.00)$
7 TRANSFER FROM PROPERTY APPR.-$ -$ -$ -$
8 TRANSFER FROM TAX COLLECTOR -$ -$ -$ -$
9 CARRY FORWARD GENERAL (335,900.00)$ -$ -$ (335,900.00)$
10 CARRY FORWARD OF ENCUMB AMT (18,752.32)$ -$ -$ (18,752.32)$
11 NEG 5% EST REV 15,200.00$ -$ -$ 15,200.00$
12 TRANSFERS & CONTRIB (389,452.32)$ -$ (17,500.00)$ (371,952.32)$
13 TOTAL REVENUE (692,852.32)$ -$ (308,211.80)$ (384,640.52)$
Agnoli Barber & Brundage, Inc Engineering Services 4500208535 -$ 6,754.25$
Agnoli Barber & Brundage, IncEngineering Services 4500210339 34.00$ 1,224.00$
Agnoli Barber & Brundage, Inc Swales Survey 4500211122 19,044.00$
14 ENGINEERING FEES 10,000.00$ 19,078.00$ 7,978.25$ (17,056.25)$
15 INDIRECT COST REIMBURS Collier County Direct Pay 5,100.00$ -$ 5,100.00$ -$
16 INTERDEPT. PAYMENT Collier County Direct Pay 500.00$ -$ -$ 500.00$
17 LANDSCAPE INCIDENTALS Ground Zero Landscape Incidentals 4500206672 20,000.00$ 6,775.57$ 3,224.43$ 10,000.00$
Ground Zero Grounds Maintenance 4500206672 27,853.00$ 32,147.00$
Mettauer Environmental, Inc. Routine Lakes Maintenance 4500206669 -$ 2,100.00$ 4,200.00$
18 OTHER CONTRACTUAL 80,000.00$ 29,953.00$ 36,347.00$ 13,700.00$
Bonness Inc. Sidewalk Repairs 4500200192 -$ 17,526.90$
National Traffic Provide Traffic Signage VISA 133.33$
Estates Landscraping Post & Cable Repairs 4500209347 1,598.00$ -$
19 OTHER CONTRACTUAL 27,526.90$ 1,598.00$ 17,660.23$ 8,268.67$
20 ELECTRICITY FP&L Electricity Direct Pay 13,000.00$ 2,990.00$ 9,010.00$ 1,000.00$
21 WATER AND SEWER City of Naples Reclaimed Water Direct Pay 1,500.00$ 789.12$ 710.88$ -$
22 RENT EQUIPMENT 300.00$ -$ -$ 300.00$
23 INSURANCE GENERAL Collier County Insurance Direct Pay 400.00$ 100.00$ 300.00$ -$
SiteOne Landscape Supply Irrigation Parts 4500206993 500.00$ -$
Hydropoint Data Cloud access to Hydropoint VISA -$ 235.00$
24 SPRINKLER SYSTEM MAIN 1,500.00$ 500.00$ 235.00$ 765.00$
25 MULCH Forestry Resource Mulch PCARD 1,000.00$ -$ 669.20$ 330.80$
26 LIGHTING MAINTENANCE Harts Electric Lighting Repairs 4500207296 7,500.00$ 2,908.20$ 1,091.80$ 3,500.00$
27 LICENSE & PERMITS Cartegraph Systems, INC. Cartegraph License & Support for CAT 2,000.00$ -$ -$ 2,000.00$
Premier Staffing Transcriptionist 4500206256 2,385.70$ 564.30$
Mader Electric Motors Stormwater Pump System VISA -$ 500.00$
Lykins Signtek Street Name Signs VISA -$ -$ 440.00$
28 OTHER MISCELLANEOUS 4,725.42$ 2,385.70$ 1,504.30$ 835.42$
29 OFFICE SUPPLIES 300.00$ -$ -$ 300.00$
30 COPYING CHARGES JM Todd Monthly CPC (shared) 4500207221 300.00$ 16.38$ 83.62$ 200.00$
31 MINOR OFFICE EQUIP Computers At Work Computer Equip 4500209909 -$ 261.11$ (261.11)$
32 MINOR DATA PROCESSING Computers At Work Laptop for MSTU Project Manager 4500209003 -$ 700.00$ (700.00)$
33 FERT HERB CHEM 1,000.00$ -$ -$ 1,000.00$
34 OTHER OPERATING SUPPLIES Home Depot Padlock VISA 300.00$ -$ 16.98$ 283.02$
35 OTHER TRAINING 200.00$ -$ -$ 200.00$
36 OPERATING EXPENSE 177,152.32$ 67,093.97$ 84,892.80$ 25,165.55$
37 IMPROVEMENTS GENERAL 169,000.00$ -$ -$ 169,000.00$
38 CAPITAL OUTLAY 169,000.00$ -$ -$ 169,000.00$
39 TRANS TO 111 UNINCOR 56,700.00$ -$ 56,700.00$ -$
40 TRANS TO 259 F 50,000.00$ -$ 17,500.00$ 32,500.00$
41 TRANSFERS 106,700.00$ -$ 74,200.00$ 32,500.00$
42 Budget Trans from Appraiser 2,700.00$ -$ 1,847.34$ 852.66$
43 Budget Trans from Tax Collector 7,300.00$ -$ 6,476.51$ 823.49$
44 TRANSFERS CONST 10,000.00$ -$ 8,323.85$ 1,676.15$
45 RESERVES FOR CAPITAL 230,000.00$ -$ -$ 230,000.00$
46 RESERVES 230,000.00$ -$ -$ 230,000.00$
47 TOTAL EXPENDITURES 692,852.32$ 67,093.97$ 167,416.65$ 458,341.70$
176,394,909 FY-10 Final Taxable Value
145,888,273 FY-11 Final Taxable Value Report Date: 6/29/2021 mts
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
202,132,375 FY-19 Oct Taxable Value
210,299,015 FY-20 Oct Taxable Value
216,607,985 FY-21 July Estimate Taxable Value
3.00% Adj. FY-20 to FY-21
Operating Budget Summary Millage Summary
FY 20 FY 19 Debt Service Operations Total
Millage: 1.3348 1.3793 2.6652 1.3348 4.0000
Revenue: $289,128 $278,801 $577,300 $289,100 $866,400
Property Tax Summary
FY-21 July Estimate Taxable Value 216,607,985
1
SchumacherDan
From:Patrick Bernal <pabernal2003@yahoo.com>
Sent:Monday, June 21, 2021 2:59 PM
To:SchumacherDan
Subject:Forest Lakes Sidewalk
Attachments:pathsections.pdf; surveyconsolidated.pdf
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when
opening attachments or clicking links.
Dan as requested,
Attached are the consolidated results of the survey sent to 240 of 352 FLCA owners
between November 30 and December 2, 2020.
I reviewed the membership meeting vote taken on May 25, 2021. Although the
membership voted in opposition, Five (5) of the Nine (9) board members voted in
support of the walkway feasibility study.
Finally, I have attached the pathway segment slide from the presentation made at the
May 2021 MSTU meeting. I would like to suggest that the Advisory Committee consider
a modification or a 'limited sidewalk" proposal. Which consist of the plan construction of
section "A" that is wholly within the existing access easement along Forest Lakes Drive.
FOREST LAKES WALKWAY SURVEY RESULTS
TOTAL
87 Very Likely 49%
47 Likely 26%
14 Neither 8%
12 Unlikely 7%
18 Very Unlikely 10%
178
63 Very Likely 36%
37 Likely 21%
31 Neither 18%
23 Unlikely 13%
20 Very Unlikely 11%
174
58 Very Likely 33%
39 Likely 22%
36 Neither 20%
22 Unlikely 13%
21 Very Unlikely 12%
176
Q1 Having a walking path will make our community safer.
Q2 Creating a walking path will add to my enjoyment of the Community.
Q3 A walking will add value to my property.
0%
10%
20%
30%
40%
50%
Very
Likely
Likely Neither Unlikely Very
Unlikely
Q1 Safety
0%
10%
20%
30%
40%
Very
Likely
Likely Neither Unlikely Very
Unlikely
Q2 Enjoyment
0%
10%
20%
30%
40%
Very
Likely
Likely Neither Unlikely Very
Unlikely
Q3 Add Value
FOREST LAKES WALKWAY SURVEY RESULTS
69 Very Likely 39%
47 Likely 27%
28 Neither 16%
13 Unlikely 7%
18 Very Unlikely 10%
175
Q4 A well designed walking path will add beauty to our landscape.
0%
10%
20%
30%
40%
Very
Likely
Likely Neither Unlikely Very
Unlikely
Q4 Add Beauty
A
C
DETERMINING THE ROUTE