SPC Minutes 10/19/2021PELICAN BAY SERVICES DIVISION
AD HOC STRATEGIC PLANNING COMMITTEE MEETING
OCTOBER 19, 2021
The Ad Hoc Strategic Planning Committee of the Pelican Bay Services Division met on Tuesday,
October 19 at 1:00 p.m. at the SunTrust Bank Building, 801 Laurel Oak Drive, Suite 102, Naples,
Florida 34108. The following members attended.
Ad Hoc Strategic Planning Committee Dave Mangan
Michael Fogg, Chairman Michael Rodburg
Nick Fabregas (absent) Michael Weir
Pelican Bay Services Division Staff
Neil Dorrill, Administrator Karin Herrmann, Operations Analyst
Chad Coleman, Operations Manager Lisa Jacob, Project Manager
Darren Duprey, Assoc. Project Manager (absent) Barbara Shea, Administrative Assistant
Also Present Denise McLaughlin, PBSD Board
Joe Chicurel, PBSD Board Susan O'Brien, PBSD Board
APPROVED AGENDA (AS AMENDED)
1. Pledge of Allegiance
2. Roll call
3. Agenda approval
4. Approval of 03/03/2021 meeting minutes
5. Audience comments
6. Efficiency/Effectiveness Improvement Ideas
a. History — 2016 Report
b. Updated Community Comparisons
c. Sub -contracting
d. Independent Taxing District
e. Metrics
7. Street Lighting
8. Coastline Resiliency
a. Clam Pass Dredging (add -on)
9. Administrator Transition Plan — Preliminary Discussion
10. Emerging Issues
a. Lake Bank Remediation Discussion (add -on)
11. Strategic Planning Committee Resolution
12. Adjournment
ROLL CALL
Mr. Fabregas was absent and a quorum was established
AGENDA APPROVAL
Pelican Bay Services Division Ad Hoc Cost Saving Strategies Committee Meeting
October 19, 2021
Mr. Weir motioned, Mr. Mangan seconded to approve the agenda as amended
with the additions of items #8a and #10a. The motion carried unanimously.
Mr. Rodburg motioned, Mr. Fogg seconded to approve the 3/03/2021 meeting
minutes as presented. The motion carried unanimouslv.
AUDIENCE COMMENTS
Ms. O'Brien commented that in 2016, the first ad hoc Cost Savings Committee was formed,
to focus on possible areas to achieve cost savings. She quoted what Mr. Rodburg stated at the June
2021 board meeting: "As a board we have identified that the #1 priority of the ad hoc Strategic
Planning Committee should be the structure of the Administrator position." Ms. O'Brien commented
that she wanted to reinforce that view as the #1 priority. She noted that the board has less than two
years to complete this, and suggested that this is a two-year project, including getting ajob description
and making a decision on whether to continue this position as a contract position or change to a County
employee position. Ms. O'Brien suggested that we may need to obtain an outside consultant to assist
us with this decision. The final phase would be to advertise, interview, and hire for this position which
is a very lengthy process.
EFFICIENCY/EFFECTIVENESSIMPROVEMENT IDEAS
HISTORY — 2016 REPORT
Mr. Fogg reviewed the first 13 pages of the 08/17/2016 ad hoc Cost Savings Strategies
Committee Report, included in the agenda packet, which included (1) a number of possible strategies
for cost savings, decisions made by the committee, and conclusions on whether to implement each one,
(2) a schedule of the fee structure of nearby communities similar to Pelican Bay, and (3) a schedule of
comparable characteristics of the Bonita Bay, Pelican Marsh, and Pelican Bay communities. After his
review and committee discussion, Mr. Fogg concluded that there were no other areas to add onto this
meeting's agenda for discussion.
Mr. Rodburg commented that he viewed this 2016 Report as "how do we do less with less" and
not what we would expect from a premier community that is trying to benchmark itself against the best.
He noted that it is of historical interest but not relevant, and should not be a part of our strategic vision
going forward; it does not guide us into the future.
UPDATED COMMUNITY COMPARISONS
Mr. Fogg commented on the updated September 2021 community fee schedule comparisons,
included in the agenda packet. Ms. McLaughlin commented that Pelican Bay's population density is a
large driver of our costs.
SUB -CONTRACTING
Ms. O'Brien commented that from 2012 to 2022 our landscaping costs have increased 92%.
This percentage increase includes field workers and does not include Mr. Mumm and administrative
staff. She suggested that we identify why and where the increases came from. Mr. Mangan commented
that PBSD landscape management has greatly improved over the past 10 years. Mr. Coleman
commented that in 2015, the board decided to convert nine temporary landscape maintenance worker
positions to permanent County employee positions, over three years. He noted that currently we have
Pelican Bay Services Division Ad Hoe Cost Saving Strategies Committee Meeting
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12 temporary workers. In 2015 the Associate Project Manager position was added and in 2020 the
Project Manager position was added.
Dr. Chicurel commented that 8-10 years ago the culture of the board was to keep the assessment
static, which created deferred maintenance or in other words, neglect. As the culture changed with new
board members elected, the board recognized the need to fulfill our goals, mandates, and statutory
obligations. Mr. Dorrill commented that from 1995-2010 almost no capital improvements were made,
while our current budget is capital driven.
Mr. Fogg commented that although the base pay of our County workers is similar to our
temporary contracted workers, the overhead for our County employees is approximately 50%. He
noted that board consensus has been that the benefits of having our own workforce outweigh the
additional costs.
INDEPENDENT TAXING DISTRICT
Mr. Fogg commented that discussion on the PBSD becoming an independent district has been
discussed from time to time, including as a topic of the ad hoc Cost Savings Committee in 2016.
Operating as an independent taxing district may provide more flexibility and some savings. Mr. Dorrill
commented on the formation of Community Development Districts (CDD's) and Special Purpose
Districts in Florida. He described what steps would be required by the Florida legislature to become
an independent taxing district. Mr. Dorrill described several pros and cons of becoming independent,
and suggested that we discuss this issue with the PB Foundation to obtain their view, before any further
consideration or action is taken. He noted that this issue was last seriously considered in 2010. Mr.
Dorrill commented on the possibility of Collier County becoming a charter government over the next
10 years.
Ms. McLaughlin recalled that Mr. Shepherd, Chair of the ad hoc Cost Savings Strategies
Committee, suggested that unless someone is passionate about this issue and wants to take this on, the
issue is not worth pursing; the obstacles are insurmountable. Mr. Dorrill noted that the FL legislature
would likely require a referendum on this issue to be approved by the PB residents. After discussion
of this item, Mr. Fogg concluded that this issue would not be pursued.
METRICS
Mr. Fogg suggested that we come up with useful results -oriented metrics to measure ourselves
against other similar communities. He noted that the metrics included in the County Budget Document
are not particularly useful. Mr. Dorrill suggested metrics such as (1) whether projects have come in
within budget, and (2) change orders. Dr. Chicurel suggested community input. Mr. Fogg commented
that we would have to determine how to systematically obtain feedback from the community. Ms.
McLaughlin noted that the PBPOA sent out a survey to PB residents last year, and then published the
results. Mr. Coleman commented that the County is now in the process of completing a study on its
compensation program, and looking to tie employee metrics (for each specific position) to annual
raises.
STREET LIGHTING
Mr. Fogg summarized our current position on street lighting as (1) street lighting is in place (for
the last 30 years), (2) we have recently upgraded the fixtures, (3) the life expectancy of the poles is at
least another 10 years, (4) exact replacements for our fixtures are no longer available, and (5) each year
we will only replace failed fixtures. Mr. Dorrill commented that the fixture replacements that are
available for purchase are very similar to our existing fixtures. Mr. Fogg commented that lighting on
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tertiary roads is inadequate and that he would support any way to improve the "spread" of the light
from the fixtures. Mr. Coleman commented that the new replacement fixtures do provide better
projection from each fixture. Mr. Fogg noted that street light pole replacement is included in our 10-
year budget plan in year 10. Dr. Chicurel commented that street lighting is not a priority of the board
at this time.
COASTLINE RESILIENCY — USACOE, ETC.
Mr. Fogg commented that a report from the USACE (U.S. Army Corps of Engineers) on their
coastline resiliency study is expected in Spring 2022. Once the report is received, the County will
review it and make a decision on whether to support it and fund it. Pelican Bay, parts of the City of
Naples, and Marco Island were omitted from the study. He questioned, that as custodians of the PB
Beach, whether we need to proactively look at the impacts of sea level rise to our community, and
consider possible mitigation steps.
Ms. McLaughlin commented that Dr. Michael Savarese, Professor at F.G.C.U., continues to
work on his model which shows community impacts to Collier County from specific storm variables
(wind speed, storm surge, etc.). He is also working on a study which shows the value of mangroves
providing protection to our community. Ms. McLaughlin suggested that we work with the PBF and
invite Dr. Savarese to educate us on these issues.
Mr. Dorrill commented that there would be considerable opposition to any enhanced storm
protection funding, which would be at a huge cost. He suggested that this issue is looked at after the
USACE report is issued in 2022. Ms. McLaughlin commented in favor of increased education on this
issue. She also noted that the County also has their own model of storm vulnerabilities. Mr. Rodburg
suggested that we need to understand our vulnerabilities and that we work on a strategic response plan
that may minimize the impacts as best we can. Mr. Dorrill agreed that we could work on risk
assessments and advance emergency planning.
CLAM PASS DREDGING (ADD -ON)
Mr. Fogg commented on the increased frequency of Clam Pass dredging projects in recent
years. He noted that although the projects are funded by the County (through tourist development
funds), our resources are used to manage the projects. Mr. Dorrill commented that our management of
Clam Pass over the last decade has proved to be the best plan with the least environmental impact. The
Clam Bay Management Plan includes a forecasted goal of a full dredge of the Pass every three years.
Ms. O'Brien commented on lessons learned: (1) The PBSD did not provide input to the County
when they approved a recent beach renourishment project which placed sand south of Clam Pass. (2)
We continue to deal with the after-effects of the closure of the Pass about nine years ago. Since then,
an ebb shoal has never re-formed, which would re -stabilize the Pass.
ADMINISTRATOR TRANSITION PLAN —PRELIMINARY DISCUSSION
Mr. Fogg commented that we have no succession plan in place for the potential transition of
Mr. Dorrill's Administrator position at some point in the future. He commented that currently, the
combination of Mr. Donill's oversight and County contacts, combined with Mr. Coleman's increasing
capabilities to manage the day-to-day operations and the efforts of our other team members works well.
Mr. Dorrill commented that he is not plamring to retire for some time. He cautioned the
committee that our division currently has a high level of talent, which will be difficult to maintain. Mr.
Dorrill provided input on issues for the board to consider for a succession plan as follows. The County
has hired a consultant to look at the County's entire pay plan and is focusing on the executive level
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positions. PBSD's ordinance requires a PBSD Administrator. While some districts have a full-time
manager, a full-time County Administrator's salary would be constrained by the County's pay plan. A
contracted Administrator would provide the benefit of pay flexibility. The position could not be
classified at the same level as the Deputy County Manager. Under the "contracted Administrator
structure," six to nine months prior to the expiration of the current Administrator's contract, the RFP
process will begin, during which the County will ask the Board to weigh in on the contract. The job
description is included in the contract. Mr. Dorrill commented that it is very beneficial that we are
organizationally part of the County Manager's Executive Office and he recommended that the board
ensures that we continue to be a part of the CM Office. He suggested that Mr. Coleman's position
should be reclassified to a higher level.
Ms. O'Brien suggested that the PBSD has the option of choosing to contract out the
Administrator position or hire a County employee. Mr. Coleman commented that if the board decides
on the County employee option, the decision must be made far in advance of the applicable budget
cycle in order to submit a request to the County for an additional FTE. Mr. Fogg suggested having a
conversation with the County to learn what the process would be if the board chose to go forward with
hiring a full-time County Administrator. Mr. Fogg asked Mr. Dorrill to draft a job description of the
Administrator position.
EMERGING ISSUES
LAKE BANK REMEDIATION (ADD -OM
Mr. Fogg commented that our current strategy is to include $2 million in each year of our budget
over the next 10 years for lake bank remediation. Although lake banks are an uncertain area of our
responsibilities, we are responsible for maintaining drainage throughout the system, as well as
community beautification. Ms. McLaughlin commented that we must maintain compliance with slope
requirements as part of any lake bank remediation project, and noted that a majority of our lake bank
slopes are not in compliance. Mr. Rodburg summarized that we are responsible for addressing the
function, safety, ecology, and aesthetics of our stormwater drainage system.
STRATEGIC PLANNING COMMITTEE RESOLUTION
After discussion, by consensus, the committee agreed that there is not a need for the ad hoc
Strategic Planning Committee to become a standing committee, and instead the board could pursue
strategic planning by (1) scheduling full board workshops devoted to strategic planning either annually
or semi-annually, (2) including strategic planning items on the agendas of standing committees, which
pertain to the committee, and (3) periodically discussing strategic planning items at board meetings.
Mr. Mangan commented that strategic planning relating to operational issues should be addressed by
staff.
The meetine was adiourned at 3:14
Minutes approved
L� as amended ON p� �02 °ZU�oZ date
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