Forest Lakes MSTU Agenda 11/02/2021 FOREST ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
LAKES 8300 Radio Road
Naples, FL 34104
AGENDA
NOVEMBER 2, 2021
I. CALL TO ORDER
II. ATTENDANCE
Advisory Committee:
Marianne Fanning—Chair (4/21/2022) George E. Fogg(4/21/2024)
Barbara Bell—Vice Chair (4/21/2023) John Goody(4/21/2023)
Richard Barry(4/21/2022)
Staff:
Michelle Arnold—Director
Dan Schumacher—Project Manager
Contractor(s):
Aaron Gross—Ground Zero Landscaping
III. APPROVAL OF AGENDA
IV. APPROVAL OF MINUTES —OCTOBER 5, 2021
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping—Aaron Gross
VI. PROJECT MANAGERS REPORT—Dan Schumacher
A. BUDGET REPORT
B. Status Report:
1. Swales Re-Survey—Agnoli, Barber& Brundage (ABB)
2. Lake#9 Wall Repair—Jacobs Engineering
3. Graffiti—five(5) replacement traffic signs.
VII. NEW BUSINESS
A. Quail Forest Blvd—October 23`d Car Crash
VIII. ONGOING BUSINESS
IX. PUBLIC COMMENTS
X. ADJOURNMENT
NEXT MEETING
DECEMBER 7, 2021 - 10:00 AM
FOREST LAKES CONDO ASSOCIATION CLUBHOUSE
1058 FOREST LAKES DRIVE, NAPLES, FL 34112
(239) 261-5497
November 2, 2021 Forest Lakes MSTU 1/1
MINUTES
FOREST ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
LAKES 8300 Radio Road-Naples,FL 34104
MINUTES
OCTOBER 5,2021
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(Excused)
Dan Schumacher—Project Manager
Rosio Garcia—Operations Coordinator(Excused)
Contractors Aaron Gross - Ground Zero Landscaping
Wendy Warren - Premier Staffing(Transcription)
Community Attendees Rick Korb—President, Quail Run GC
Stephen Gray—Forest Lakes Resident
III. APPROVAL OF AGENDA
Ms. Bell moved to approve the October 5, 2021 Agenda of the Forest Lakes Roadway and Drainage
M.S.T.U. as amended:
Add: Item V. Contractor Reports -B. Planting on Woodshire Lane; C. Bench on Woodshire Lane
Item VII. New Business—A. ZOOM Remote Meeting Access.
Second by Mr. Fogg. Carried unanimously 4- 0.
IV. APPROVAL OF MINUTES—SEPTEMBER 7, 2021
Mr. Barry moved to approve the minutes of the September 7, 2021 meeting as presented. Second by
Ms. Bell. Carried unanimously 4- 0.
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping—Aaron Gross
Mr. Gross and Mr. Schumacher reported:
• Trees and shrubs were pruned.
• Two (2) Crape Myrtle trees, one white and one pink, between Narita Lane and Opuntia
Lane on Forest Lakes Boulevard are doing well.
• Royal Palms on entrance island were treated twice for crown fungus and fertilized; health
is improving.
• Vines along the Woodshire Lane fence were sprayed with herbicide.
• A break in the irrigation line in the vicinity of the front entrance parking lot will be
repaired week ending October 9, 2021.
October 5, 2021 Forest Lakes MSTU 1/5
MINUTES
• The front southwest entrance hedge by the pine tree will be trimmed to conform to the
current FDOT pruning policy of cut to 18 inches,maintain at 24 inches, for sight line
visibility.
B. Planting on Woodshire Lane
Mr.Fogg reported:
• The Ground Zero Landscaping personnel are properly maintaining the new plantings along
the fence across Woodshire Lane from Emerald Greens Condominiums.
• New shade and drought tolerant plants are exhibiting growth and will be hand watered as
necessary.
• Royal Poinciana and Tulip trees anchor the western and eastern sides respectively of the
new landscape.
• Seedlings planted include Sabal Palm tree, Firebush and Clerodendrum.
• Additional planting of the area will be curtailed until the"rainy" season of 2022.
C. Park Benches on Woodshire Lane
Mr. Gray conveyed a request from the Emerald Greens Condo Association to install a bench(s) on
Woodshire Lane.
• Bench and pad cost are estimated in the $500.00 -$600.00 range.
• Color choices include gray, green or tan.
• Estimated longevity of the bench is twenty(20)years.
The Committee noted Emerald Greens Condo Association, a private entity, would be the source of
funding and responsible for maintenance.
Mr. Schumacher noted that installation of the bench on the Emerald Greens private property
would be subject to applicable County permit requirements.
VI. PROJECT MANAGERS REPORT
A. Budget Report
Mr. Schumacher presented the Forest Lakes Roadway &Drainage MSTU Fund 159 year-end
budget dated October 5, 2021. The FY-22 budget will be available at the November meeting.
• FY-21 Ad Valorem property tax revenue budget is $303,400.00, an increase of 3% over
FY-20.
• Total revenue FY-21 is $727,852.32 including investment interest,transfers, and
contributions(minus a 5%reserve of$15,200).
• The FY-21 Millage rate remains constant at 4.0000.
• Current Operating Expense Budget is $207,152.32.
• Commitment's total $72,354.68; $131,607.89 is expended.
• Uncommitted Operating Expense funds available are $3,189.75.
• A Purchase Order and Notice-to-Proceed were issued to Jacobs Engineering Group Inc. in
the amount of$49,840.00 for the Lake#9 wall project. Services will not be invoiced in
2021, the Purchase Order will roll over to FY-22.
• Other Contractual budget remainder, Line 18 in the amount of$13,200.00 (including
$10,500.00 for Landscape Incidentals) is sufficient.
• In the event Line items 15 -35 would exceed the budgeted amount, funds can be accessed
from Line 36, the budget remainder.
• 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.
October 5, 2021 Forest Lakes MSTU 2/5
MINUTES
• Transfer to Fund 111, Line 39, is for MSTU Staff salaries and accrued County overhead
related to M.S.T.U. operations.
• Financial Transfer to the Property Appraiser, Line 42, is fees for services rendered by the
department.
• Financial Transfer to the Tax Collector, Line 43, is fees incurred for verification of MSTU
tax collections.
• Improvements General Fund, Line 37, reserved to fund capital projects, available balance
is $139,000.00.
• Reserves for Insurance and Catastrophic/Hurricane funds, Lines 46, total $265,000.00.
• Total available balance, less committed expenses, is $408,250.13
FY-22 Budget Highlights
• Unexpended FY-21 funds will "roll over"to the FY-22 budget.
• Jacobs Engineering Inc. FY-21 Purchase Order will be rolled over to FY-22.
• Operating Expense funds for FY-22 are $230,086.50.
• Capital Outlay funds for FY-22 are $168,300.00.
• Reserves for Capital funds for FY-22 are $778.100.00.
• Procurement Division processes standard maintenance Purchase Order requests for FY-22
beginning October 1st.
• The Committee can motion a funds transfer from Capital Outlay to Operating Expense,
subject to approval by Board of County Commissioner.
• With the final payment in January 2021on the County-issued Series 2007 Bond,the full 4.0 MSTU
millage collected will be allocated to the Operating and Capital fund classifications,
resulting is substantially higher dollars in the FY-22 Capital funds portion of the budget.
• These additional funds will be accumulated for current drainage projects (i.e. Lake#9
Retaining Wall replacement) and roadway repaving expected to commence in the coming
few years.
Grounds & Swales Maintenance Breakdown
• Swale maintenance expenses, incorporated into the Grounds Maintenance contract, are
nominally two (2) times per month during the rainy season and one (1) time monthly in
the dry season.
• General grounds maintenance expenses comprise approximately 60-70%; with swales
maintenance the remaining 30-40%.
Budget Line 41 Transfers
• Transfer to Fund 111, UNINCOR, is for MSTU Staff salaries and accrued County overhead
related to M.S.T.U. operations.
• Mr. Schumacher will research Line 40, Transfer to 259F, and report composition of funds
to the Committee at the November meeting.
B. Status Report
1. Swales Re-Survey
A survey MAP by Agnoli, Barber& Brundage (ABB) of the swales, identifying elevations and
changes from previously recorded surveys, was distributed to the Committee; including the
Quail Run GC property boundary.
Data comparison revealed variations from the previous survey—current measurements in
black,previous in red, and differences in blue.
October 5, 2021 Forest Lakes MSTU 3/5
MINUTES
Mr. Schumacher will meet with Jim Carr, ABB to discuss:
• Methods to process the data.
• Relevant factors in terms of the need to re-grade.
• Areas holding water.
• Corrective measures recommended.
The goal of the M.S.T.U. is to enhance community-wide roadway drainage while receiving
runofffrom private properties throughout the community.
Mr. Schumacher will:
• Research availability of prior surveys by WilsonMiller, Inc., now merged with Stantec,
so data can be incorporated into ABB findings, as necessary
• Request a more readable MAP from ABB for Committee reference.
• Meet with Mr. Burnham, Manager, Quail Run Golf Club, to identify drainage issues
within the scope of MSTU responsibilities.
• Provide an update on the status of the project at the November 2021 meeting.
2. Lake #9 Wall Repair-Jacobs Engineering
A Work Order and Purchase Order were issued August 30, 2021, to Jacobs Engineering Group
Inc. for "Quail Run Golf Club:Lake Wall Site Evaluation(s), Mitigation, and Construction
Monitoring. " The objective of the project is to repair a Lake#9 retaining wall failure and
evaluate the condition of three other wooden lake retaining walls.
Project Status
• Johnson Engineering has completed a topographical survey in the vicinity of the lake,
collapsed wall, and adjacent areas.
• Jacobs Engineering Group will initiate the design phase for a riprap replacement wall for
the lake.
• Jacobs will notify the South Florida Water Management District Agenda of the planned
Lake #9 wall repair.
• Subsequently, the Jacobs design for construction of the Lake#9 rip-rap replacement wall
will go out for construction bids from qualified contractors.
Mr. Korb requested County consider the negative financial impact to the Quail Run Golf Club
if completion of construction is not expected by the end December and suggested
postponement to late spring or summer should that be case.
Mr. Schumacher will keep Mr. Burnham, Quail Run General Manager, up to date on the
projected time frame for construction.
3. Graffiti
Mr. Schumacher reported corrective action to eliminate graffiti on structures in the Forest
Lakes community as follows:
• Defaced lamp poles were repainted black.
• An irrigation control cabinet was repainted with gray paint.
• Four(4) STOP signs (diamond grade) and one (1) STOP AHEAD crosswalk sign
replacement inserts will be installed by Ground Zero Landscaping.
October 5, 2021 Forest Lakes MSTU 4/5
MINUTES
VII. NEW BUSINESS
A. ZOOM Remote Meeting Access
Staff received a resident request to attend the Forest Lakes Advisory Committee meeting remotely
via ZOOM.
Hybrid remote public meetings may be conducted to facilitate remote participation of Committee
members and the public at large. The meeting utilizes both in-person and remote participation,
usually via interne access.
A minimum quorum of three (3) in-person Advisory Committee members is required to conduct
business and the participation of off-site committee members is subject to approval by a motion by
the in-person committee members.
Mr. Schumacher will investigate adequate Internet access and meeting formats available at the
Forest Lakes Condo Association Clubhouse to offer ZOOM remote access meetings.
VIII. ONGOING BUSINESS
None
IX. PUBLIC COMMENTS
None
X. ADJOURNMENT
There being no further business to come before the Committee, the meeting was adjourned by the
Chair at 11:35 P.M.
NEXT MEETING: NOVEMBER 2, 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
October 5, 2021 Forest Lakes MSTU 5/5
FOREST LAKES MSTU
FUND 159
November 2,2021
FY-22 Vendor Item PO# Budget Commitments Expenditures Budget
Remainder
1 CUR AD VALOREM TAX $ (912,600.00) $ - $ - $ (912,600.00)
2 OVERNIGHT INTEREST $ - $ - $ - $ -
3 INVESTMENT INTEREST $ (3,000.00) $ - $ - $ (3,000.00)
4 REVENUE STRUCTURE $ (912,600.00) $ - $ - $ (915,600.00)
5 TRANSFER FROM PROPERTY APPR. $ - $ - $ - $ -
6 CARRY FORWARD GENERAL $ (336,500.00) $ - $ - $ (336,500.00)
7 CARRY FORWARD OF ENCUMB AMT $ (60,286.50) $ - $ - $ (60,286.50)
8 NEG 5%EST REV $ 45,800.00 $ - $ - $ 45,800.00
9 TRANSFERS&CONTRIB $ (350,986.50) $ - $ - $ (350,986.50)
10 TOTAL REVENUE $ (1,263,586.50) $ - $ - $ (1,263,586.50)
Agnoli Barber&Brundage,Inc. Swales Survey 4500211122 $ - $ 5,467.00 $ 4,979.50 $ -
Jacobs Engineering Group Lake Wall Site Evaluation,Mitigation&( 4500212532 $ - $ 49,840.00 $ - $ -
11 ENGINEERING FEES $ 75,286.50 $ 55,307.00 $ 4,979.50 $ 15,000.00
12 INDIRECT COST REIMBURS Collier County Direct Pay $ 4,300.00 $ - $ - $ 4,300.00
13 INTERDEPT.PAYMENT Collier County Direct Pay $ 500.00 $ - $ - $ 500.00
14 LANDSCAPE INCIDENTALS Ground Zero Landscape Incidentals 4500213779 $ 10,000.00 $ 6,000.00 $ - $ 4,000.00
15 OTHER CONTRACTUAL Ground Zero Grounds Maintenance 4500213779 $ 75,000.00 $ 60,000.00 $ - $ 15,000.00
16 OTHER CONTRACTUAL Mettauer Environmental,Inc. Routine Lakes Maintenance 4500213930 $ 35,000.00 $ 5,775.00 $ 525.00 $ 28,700.00
17 ELECTRICITY FP&L Electricity 4700004607 $ 13,000.00 $ 11,815.44 $ 1,034.56 $ 150.00
18 WATER AND SEWER City of Naples Reclaimed Water 4700004568 $ 1,500.00 $ 1,500.00 $ - $ -
19 INSURANCE GENERAL Collier County Insurance Direct Pay $ 400.00 $ - $ - $ 400.00
20 SPRINKLER SYSTEM MAINT. SiteOne Landscape Supply Irrigation Parts 4500213943 $ 1,500.00 $ 500.00 $ - $ 1,000.00
21,MULCH $ 1,000.00 $ - $ - $ 1,000.00
22 LIGHTING MAINTENANCE Harts Electric Lighting Repairs 4500213929 $ 5,000.00 $ 2,000.00 $ - $ 3,000.00
23 LICENSE&PERMITS $ 2,000.00 $ - $ - $ 2,000.00
24 OTHER MISCELLANEOUS Premier Staffing Transcriptionist 4500213942 $ 4,000.00 $ 2,950.00 $ - $ 1,050.00
25 OFFICE SUPPLIES $ 300.00 $ - $ - $ 300.00
26 COPYING CHARGES JM Todd Monthly CPC(shared) 4500214501 $ 300.00 $ 114.28 $ - $ 185.72
27 FERT HERB CHEM $ 500.00 $ - $ - $ 500.00
28 OTHER OPERATING SUPPLIES $ 300.00 $ - $ - $ 300.00
29 OTHER TRAINING $ 200.00 $ - $ - $ 200.00
30 OPERATING EXPENSE $ 230,086.50 $ 145,961.72 $ 6,539.06 $ 77,585.72
31 IMPROVEMENTS GENERAL $ 168,300.00 $ - $ - $ 168,300.00
32 CAPITAL OUTLAY $ 168,300.00 $ - $ - $ 168,300.00
33 TRANS TO 111 UNINCOR $ 59,100.00 $ - $ - $ 59,100.00
34 TRANSFERS $ 59,100.00 $ - $ - $ 59,100.00
35 Budget Trans to Property Appraiser $ 9,500.00 $ - $ 1,801.93 $ 7,698.07
36 Budget Trans to Tax Collector $ 21,500.00 $ - $ - $ 21,500.00
37 TRANSFER CONST $ 31,000.00 $ - $ 1,801.93 $ 29,198.07
38 RESERVES FOR CAPITAL $ 778,100.00 $ - $ - $ 778,100.00
39 RESERVES $ 778,100.00 $ - $ - $ 778,100.00
40 TOTAL EXPENDITURES $ 1,266,586.50 S 145,961.72 $ 8,340.99 $ 1,112,283.79
145,888,273 FY-11 Final Taxable Value
132,933,552 FY-12 Final Taxable Value Report Date: 10/25/2021
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
219,999,549 FY-21 Oct Taxable Value
$228,159,517 FY-22 Adopted Taxable Value
3.71% Adj.FY-21 to FY-22
FY 22 Adopted Millage&Tax Dollars
FY22 FY21
MIllage: 4.0000 4.0000 4.0 mill cap
Tax Dollars: $912,638 $303,315 200.9%