Forest Lakes MSTU Agenda 12/07/2021
December 7, 2021 Forest Lakes MSTU 1/1
AGENDA
DECEMBER 7, 2021
I. CALL TO O RDER
II. ATTENDANCE
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
Contractor(s):
Aaron Gross – Ground Zero Landscaping
III. APPROVAL OF A GENDA
IV. APPROVAL OF MINUTES –N OVEMBER 2 , 2021
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping – Aaron Gross
VI. P ROJECT M ANAGERS REPORT – Dan Schumacher
A. B UDGET R EPORT
B. Status Report:
1. Lake #9 Wall Repair – Jacobs Engineering
i. Lake #9 Wall Design
ii. Lakes #9, 14, 15, 18 Wall Evaluations
VII. NEW B USINESS
VIII. O NGOING B USINESS
IX. P UBLIC C OMMENTS
X. ADJOURNMENT
NEXT M EETING
J ANUARY 4 , 202 2 - 10:00 AM
FOREST L AKES C ONDO ASSOCIATION C LUBHOUSE
1058 F OREST L AKES DRIVE, 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
November 2, 2021 Forest Lakes MSTU 1/5
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road - Naples, FL 34104
MINUTES
NOVEMBER 2, 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 Doug Burnham – General Manager, Quail Run GC
Rick Korb – President, Quail Run GC
III. APPROVAL OF AGENDA
Mr. Fogg moved to approve the November 2, 2021, Agenda of the Forest Lakes Roadway and
Drainage M.S.T.U. as presented. Second by Mr. Bell. Carried unanimously 4 - 0.
IV. APPROVAL OF MINUTES – OCTOBER 5, 2021
Ms. Bell moved to approve the minutes of the October 5, 2021, meeting subject to the following
changes:
Page 2, Item VI. Project Managers Report, A. Budget Report, bullet 5: from “… Commitment’s total
$72,354.68; $131,607.89 is expended) …,” to … Commitments total $72,354.68; $131,607.89 is
expended…).”
Page 3, Item VI. Project Managers Report, A. FY-22 Budget Highlights, bullet 8: from “… With the
final payment in January 2021 on 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.) …,” to … With the final payment in
January 2021 on the County-issued Series 2007 Bond, the full 4.0 MSTU millage collected will be
allocated to the Operating and Capital fund classifications, resulting in substantially higher dollars in
the FY-22 Capital funds portion of the budget.…).”
Second by Mr. Barry. Carried unanimously 4 - 0.
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping – Aaron Gross
Mr. Gross and Mr. Schumacher reported:
Tree canopies were lifted to avoid sidewalk encroachment.
MINUTES
November 2, 2021 Forest Lakes MSTU 2/5
Breaks in the Clusia hedge at the entrance driveway were repaired.
The front southwest entrance hedge by the pine tree was trimmed to conform to the current
FDOT pruning policy of cut to 18 inches, maintain at 24 inches, for sight-line visibility.
Atrazine herbicide will be applied to treat weed growth on the grass at the entrance to the
community.
Mr. Schumacher will direct Ground Zero Landscaping to remove the Crown of thorns on the
second median at front entrance and discuss lowering of mower height for swale trimming.
B. Planting on Woodshire Lane
Mr. Fogg reported:
The Ground Zero Landscaping personnel are properly maintaining the new plantings along
the fence on Woodshire Lane across from Emerald Greens Condominiums.
Landscaping installation includes twenty-one (21) trees, twenty (20) shrubs and eighty-
three (83) ferns.
Royal Poinciana and Tulip trees anchor the western and eastern sides respectively of the
new landscape.
Some tree seedlings planted will be replaced with larger specimens.
Clerodendrum plants offer prolific color; ferns are planted in lieu of sod.
Additional planting of the area will be curtailed until the “rainy” season of 2022.
VI. PROJECT MANAGERS REPORT
A. Budget Report
Forest Lakes MSTU Fund Budget 159 dated November 2, 2021
The FY-22 Millage rate remains constant at 4.000 mills.
Current Ad Valorem Tax, Line 1, is $912,600.00; an increase of 3.71% over FY-21.
Transfers and Contributions, Line 9, are $350,986.50; a carry-over of unexpended
FY-21 funds.
Total Revenue, Line 10, is $1,263,586.50, including investment interest, transfers, and
contributions.
Purchase Orders: (Contractors)
Agnoli, Barber & Brundage – Swales Survey
Ground Zero – Grounds & Irrigation and Quail Run GC Swales Maintenance
Hart’s Electrical – Electrical Maintenance & Repair
Jacobs Engineering Group – Lake Wall Site Evaluation & Design
Mettauer Environmental – Routine Lakes Maintenance
Premier Staffing – Transcription Services
Site One Landscape Supply – Irrigation Parts & Pumps
Operating Expense, Line 30, is budgeted at $230,086.50; with current Commitments of
$145,961.72, Expenditures of $6,539.06, and a Budget Remainder (unspent operating
funds) of $77,585.72.
Capital Outlay, Line 32, budgeted at $168,300.00, is available to fund planned projects.
Transfer to Fund 111, Line 33, is for MSTU Staff salaries and accrued County overhead
related to M.S.T.U. operations.
Transfer to the Property Appraiser, Line 35, is for computation of M.S.T.U. Ad Valorem
data for the tax rolls.
Transfer to the Tax Collector, Line 36, is for collection of M.S.T.U. millage as part of the
tax bill, currently 2.0 mills.
MINUTES
November 2, 2021 Forest Lakes MSTU 3/5
Reserves, Line 39, budgeted at $778,100, is designated for long term projects, Insurance,
and Catastrophic/Hurricane damage repair.
Total Budget, Line 40, lists FY-22 M.S.T.U. budgeted funds at $1,266,586.50; with
tabulated Commitments of $145,961.72, Expenditures of $8,340.99, and a Budget
Remainder (unspent operating funds) of $1,112,283.79. Only the $1,263,586.50 amount
does not change during the fiscal year.
During discussion the following was addressed:
The Collier County Office of Management and Budget (OMB) paid off the Limited
General Obligation Bond, Forest Lakes MSTU, Series 2007, in January 2021.
Funds applied to satisfy the bond debt prior to January 2021 are now reflected in the Fund
159 budget, Line 38, Reserves for Capital, in the amount of $778,100.00.
Funds are exclusive to the M.S.T.U. and cannot be utilized by outside entities.
The FY-22 millage rate of 4.0000 is necessary to accumulate funds for anticipated
maintenance of community assets, such as roadway repaving and drainage projects,
identified in the “Forest Lakes MSTU Asset Management Review” report dated November
10, 2020.
The FY-22 over FY-21 increase in Operating Expense, Line 30, from $177,152.32 to
$230,086.50 is due to Engineering Fees incurred for the Swales Survey and Lake #9 wall
repair projects.
The millage rate is evaluated annually with consideration of Capital Reserves necessary for
future expenses.
Public Access Data Links
The Florida Sunshine Law requires that historical M.S.T.U. data, such as meeting minutes, be
available for public access.
Sunshine Law Presentation Guide/Collier County, FL (colliercountyfl.gov)
PowerPoint Presentation (colliercountyfl.gov)
M.S.T.U information can be retrieved at:
Advisory Boards and Authorities (colliercountyfl.gov)
B. Status Report
1. Swales Re-Survey – Agnoli, Barber & Brundage (ABB)
Mr. Schumacher has requested recommendations from Agnail, Barber & Brundage (ABB) for
beneficial analysis of the recently collected swales elevation data, potentially identifying
corrective swales re-grading on the golf course for improved drainage.
The goal of the M.S.T.U. is to provide community-wide drainage by way of MSTU maintained
assets.
Mr. Schumacher will:
Order a larger format of ABB’s survey MAP for Committee reference.
Confer with ABB on the status of further analysis.
Update the committee at the December 2021 meeting.
Swale maintenance discussion among attendees and members addressed:
MINUTES
November 2, 2021 Forest Lakes MSTU 4/5
The M.S.T.U. only maintains the swales identified on the Quail Run Golf Course Swale
Map.
Single family homeowners reported a potential reduction in land elevation and requested
swales on the west side of Forest Lakes Boulevard feeding into the canal be evaluated
and maintained by the M.S.T.U.
Mr. Schumacher will:
Review the Plat Map for single family properties on the west side of Forest Lakes
Boulevard in the vicinity of Gardenia Lane to evaluate potential elevation changes.
Visit the described vicinity.
Update the Committee on findings at a future meeting.
2. Lake #9 Wall Repair – Jacobs Engineering
Purchase and work orders for assessment and design 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 primary requirement is to repair a Lake #9 wooden
retaining wall failure.
Project Status
The Lake #9 wall design was received from the Jacobs Engineering Group November 2,
2021.
Assessment of three (3) additional wooden walls, accompanied by a white paper, was
included in the submission.
Pending review, the design for construction will go out to bid to qualified contractors.
3. Graffiti – Five (5) Replacement Traffic Signs.
Ground Zero Landscaping installed four (4) STOP signs (diamond grade) and one (1) STOP
AHEAD crosswalk sign defaced by graffiti.
VII. NEW BUSINESS
A. Quail Forest Blvd – October 23rd Car Crash
A vehicle traveling south on Quail Forest Blvd., in the vicinity of the Miravista Condo
Association, hit a tree. No action is planned by the M.S.T.U. as the impacted tree is on private
property. Ms. Sillery has requested a police report of the accident.
VIII. ONGOING BUSINESS
None
IX. PUBLIC COMMENTS
1. Gorden River Watershed Project Letter
A resident reported receipt of a letter from the County regarding the Gorden River Watershed
project.
Mr. Schumacher noted:
The Gorden River Watershed Study, published by Agnoli, Barber & Brundage in
December 2018, identified six (6) weirs to be replaced.
The M.S.T.U. does not have jurisdiction over the Forest Lakes rock weir sat the southwest
corner of the community, on the canal.
MINUTES
November 2, 2021 Forest Lakes MSTU 5/5
Residents are encouraged to contact the firm identified in the mailer to request information
and updates on the project.
2. Tree Replacements
Homeowners requested leaning and unhealthy trees in the vicinity of Gardenia Lane and Forest
Lakes Boulevard be replaced with new specimens.
Mr. Schumacher noted that among the homeowners canvassed in the Spring of 2020, several
declined the offer for the M.S.T.U. to replace trees damaged by Hurricane Irma in the Right of
Way (ROW) adjoining their property as part of the Sidewalk Tree Project Replacement Plan. He
will re-evaluate the possibilities, confirm presence of irrigation and suggest options at a future
meeting.
X. ADJOURNMENT
There being no further business to come before the Committee, the meeting was adjourned by the
Chair at 11:30 P.M.
NEXT MEETING: DECEMBER 7, 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 M.S.T.U.
Fund 159
December 7, 2021
FY-22 Vendor Item PO# Budget Commitments Expenditures
Budget
Remainder
1 CUR AD VALOREM TAX (912,600.00)$ -$ (201,682.94)$ (710,917.06)$
2 OVERNIGHT INTEREST -$ -$ (16.13)$ 16.13$
3 INVESTMENT INTEREST (3,000.00)$ -$ (216.52)$ (2,783.48)$
4 REVENUE STRUCTURE (915,600.00)$ -$ (201,915.59)$ (713,684.41)$
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 (1,266,586.50)$ -$ (201,915.59)$ (1,064,670.91)$
Agnoli Barber & Brundage, Inc. Swales Survey 4500211122 -$ -$ 4,979.50$ -$
Jacobs Engineering Group Lake Wall Site Evaluation,Mitigation & C 4500212532 -$ 15,929.60$ 33,910.40$ -$
11 ENGINEERING FEES 75,286.50$ 15,929.60$ 38,889.90$ 20,467.00$
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$ 5,852.50$ 147.50$ 4,000.00$
15 OTHER CONTRACTUAL Ground Zero Grounds Maintenance 4500213779 75,000.00$ 54,305.00$ 5,695.00$ 15,000.00$
16 OTHER CONTRACTUAL Mettauer Environmental, Inc. Routine Lakes Maintenance 4500213930 35,000.00$ 5,250.00$ 1,050.00$ 28,700.00$
17 ELECTRICITY FP&L Electricity 4700004607 13,000.00$ 10,956.95$ 1,893.05$ 150.00$
18 WATER AND SEWER City of Naples Reclaimed Water 4700004568 1,500.00$ 1,324.38$ 175.62$ (0.00)$
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$
Hart's Electrical Lighting Repairs 4500213929 2,000.00$
Amazon Lighting Supplies VISA -$ 65.49$
22 LIGHTING MAINTENANCE 5,000.00$ 2,000.00$ 65.49$ 2,934.51$
23 SALES TAX EXP -$ -$ 4.16$ (4.16)$
24 LICENSE & PERMITS 2,000.00$ -$ -$ 2,000.00$
Premier Staffing Transcriptionist 4500213942 2,950.00$ -$
Premier Staffing (FY21 Exp) Transcriptionist 4500215549 -$ 178.20$
25 OTHER MISCELLANEOUS 4,000.00$ 2,950.00$ 178.20$ 871.80$
26 OFFICE SUPPLIES 300.00$ -$ -$ 300.00$
27 COPYING CHARGES JM Todd Monthly CPC (shared) 4500214501 300.00$ 104.58$ 9.70$ 185.72$
28 FERT HERB CHEM 500.00$ -$ -$ 500.00$
29 OTHER OPERATING SUPPLIES Sunshine Ace Hardware for Signage VISA 300.00$ -$ 59.45$ 240.55$
30 OTHER TRAINING 200.00$ -$ -$ 200.00$
31 OPERATING EXPENSE 230,086.50$ 103,873.01$ 48,168.07$ 78,045.42$
32 IMPROVEMENTS GENERAL 168,300.00$ -$ -$ 168,300.00$
33 CAPITAL OUTLAY 168,300.00$ -$ -$ 168,300.00$
34 TRANS FROM FUND 159 TO FUND 111 Reimbursement for Staff Support 65.6%59,100.00$ -$ -$ 59,100.00$
36 TRANS FROM FUND 159 TO PROPERTY APPRAISER 10.5%9,500.00$ -$ 1,801.93$ 7,698.07$
37 TRANS FROM FUND 159 TO TAX COLLECTOR 23.9%21,500.00$ -$ 6,033.66$ 15,466.34$
38 TRANSFERS 7.1%90,100.00$ -$ 7,835.59$ 82,264.41$
39 RESERVES FOR CAPITAL 778,100.00$ -$ -$ 778,100.00$
40 RESERVES 778,100.00$ -$ -$ 778,100.00$
41 TOTAL EXPENDITURES 1,266,586.50$ 103,873.01$ 56,003.66$ 1,106,709.83$
145,888,273 FY-11 Final Taxable Value
132,933,552 FY-12 Final Taxable Value Report Date: 11/30/2021
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%