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Forest Lakes MSTU Agenda 04/05/2022FOREST ROADWAY AND DRAINAGE M.S.T.U. ADVISORY COMMITTEE LAKES 8300 Radio Road Naples, FL 34104 AGENDA April 5, 2022 I. CALL TO ORDER IL 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 —MARCH 1, 2022 V. CONTRACTOR REPORTS A. Ground Zero Landscaping — Aaron Gross VI. PROJECT MANAGERS REPORT — Dan Schumacher A. BUDGET REPORT & Capital Asset Plan B. Advisory Committee Applications C. Lake Wall Replacement D. Lake Aerator Repairs & Maintenance E. Sidewalk Repairs F. Swales Drainage Analysis VII. NEW BUSINESS VIII. ONGOING BUSINESS IX. PUBLIC COMMENTS X. ADJOURNMENT NEXT MEETING MAY 3, 2022 - 10:00 AM FOREST LAKES CONDO ASSOCIATION CLUBHOUSE 1058 FOREST LAKES DRIVE, NAPLES, FL 34112 (239) 261-5497 April 5, 2022 Forest Lakes MSTU 1/1 MINUTES FOREST ROADWAY AND DRAINAGE M.S.T.U. ADVISORY COMMITTEE LAKES 8300 Radio Road - Naples, FL 34104 MINUTES MARCH 1, 2022 Chair Fanning called the meeting to order at 10:00 A.M. A quorum of five was present. IL ATTENDANCE Advisory Committee Marianne Fanning — Chair Barbara Bell — Vice Chair Richard Barry George Fogg John Goody Staff Michelle Arnold — Director (Excused) Dan Schumacher — Project Manager Rosio Garcia — Operations Coordinator Contractors Aaron Gross - Ground Zero Landscaping Wendy Warren - Premier Staffing (Transcription) Community Attendees Doug Burnham — General Manager, Quail Run GC Patrick Bernal — Resident Paul Carletta — Resident Gregory Pollack - Resident Kathy Thomson - Resident Peter Wray — Resident Stacey Young - Resident Charles Whitney — Resident, Member, Quail Run GC Stacie Young - Resident Guest Attendees Thomas Kinnery — Member, Quail Run GC Michelle McCleod — Candidate for County Commissioner District 4 III. APPROVAL OF AGENDA Mr. Fogg moved to approve the March 1, 2022, Agenda of the Forest Lakes Roadway and Drainage M.S.T.U. as amended. Add: VT Project Managers Report - F. Swales Drainage — ABB Proposal. Second by Mr. Goody. Carried unanimously 5 - 0. IV. APPROVAL OF MINUTES — February 1, 2021 Mr. Barry moved to approve the minutes of the February 1, 2022, meeting subject to the following change: Page 3, Item VI. Project Managers Report, D. Lake Aerator Repairs and Maintenance (Fountains): Metamer Environmental Inc. will evaluate two aerators on Lake #14, behind the Turtle Lakes Condominium, and one on Lake $9 to perform maintenance & repairs) ...," to ... Mettauer Environmental Inc. will evaluate two aerators on Lake #14, behind the Turtle Lakes Condominium, and one on Lake #9 to perform maintenance & repairs...). " Second by Mr. Fogg. Carried unanimously S - 0. March 1, 2022 Forest Lakes MSTU 1/6 MINUTES V. CONTRACTOR REPORTS A. Ground Zero Landscaping — Aaron Gross Mr. Gross reported: • The entryway and Forest Lakes Boulevard landscaping are doing well. • The Royal Palm at the front entrance is responding to treatment and sprouting new fronds. • Trees bordering the Quail Run Golf Club driving range were pruned and an old water bag removed. • Stakes were removed from new trees. • Tree canopies were lifted to enhance sidewalk clearance. • Broken irrigation heads and laterals were replaced. • Fertilizer will be applied in April in accordance with contract specifications. • Mulch will be applied to selective areas. The Committee queried regarding possibility of planting annuals in the entry island. • Annuals should be planted in late fall. • Soil requires enrichment including additional soil and fertilizer. • Irrigation frequency should be increased to ensure flowers bloom. • Impatiens are a good choice for seasonal flower planting. 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. • New plantings are maturing. • Ferns will be planted under the trees at the beginning of the "rainy" season. Mr. Schumacher reported: • Hart's Electrical replaced all lamp outages. • Sternberg Lighting will provide cost data on retrofitting the street light pole luminaires with an LED kit. The analysis will be presented to the Committee at a future meeting. VI. Project Managers Report A. Budget Report & Capital Budget Reserves Forest Lakes MSTU Fund Budget 159 dated March 1. 2022 • The FY-22 Millage rate remains constant at 4.0 mills. • Current Ad Valorem Tax, Line 1, is $915,600.00; an increase of 3.71% over FY-21. • Transfers and Contributions, Line 10, are $350,986.50; a carry-over of unexpended FY-21 funds. • Total Revenue, Line 10, is $1,266,586.50, including investment interest, transfers, and contributions. • Purchase Orders: (Contractors) ➢ Agnoli, Barber & Brundage — Swales Survey. ➢ Ground Zero Landscaping — Incidentals is for landscape refurbishment and miscellaneous. Grounds Maintenance includes irrigation repairs and swale maintenance, ➢ Hart's Electrical — Electrical Maintenance & Repair. ➢ HydroPoint Data Systems — Irrigation Control data renewal. ➢ Jacobs Engineering Group — Lake Wall Site Evaluation & Design. ➢ Mettauer Environmental — Routine Lakes Maintenance and Repairs. March 1, 2022 Forest Lakes MSTU 2/6 MINUTES ➢ Pavement Maintenance — Sidewalk Repairs. Purchase Order issued for $11,550.00. ➢ Premier Staffing — Transcription Services. ➢ Site One Landscape Supply — Irrigation Parts & Pumps. ➢ Purchase Orders in "red" have been closed out. • Operating Expense, Line 30, is budgeted at $230,086.50; with current Commitments of $97,671.53, Expenditures of $71,431.01, and a Budget Remainder (unspent operating funds) of $60,983.96. • Capital Outlay, Line 34, budgeted at $168,300.00, is available to fund planned projects. • Transfer to Fund 111, Line 35, is for MSTU Staff salaries and accrued County overhead related to M.S.T.U. operations. • Transfer to the Property Appraiser, Line 36, is for computation of M.S.T.U. Ad Valorem data for the tax rolls. • Transfer to the Tax Collector, Line 37, is for collection of M.S.T.U. millage as part of the tax bill, currently 4.0 mills. • Reserves, Line 40, budgeted at $778,100, is designated for long term maintenance projects and Insurance and Catastrophic/Hurricane damage repair. • Total Budget, Line 41, lists FY-22 M.S.T.U. budgeted funds at $1,266,586.50; with tabulated Commitments of $97,671.53, Expenditures of $92,816.22, and a Budget Remainder (unspent operating funds) of $1,076,098.75. The $1,266,586.50 amount does not change during the fiscal year. Mr. Schumacher noted: • The 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 39, Reserves for Capital, in the amount of $778,100.00. • Of the $778,100.00 Reserves for Capital, $400,000.00 is" earmarked" for roadway paving. • Funds are exclusive to the M.S.T.U. and cannot be utilized by outside entities. • The FY-22 millage rate of 4.0 is necessary to accumulate funds to finance maintenance of community assets, such as roadway paving and drainage projects, as 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. • A budget amendment to transfer funds from Capital Outlay to finance special projects, subject to Board of County Commissioner (BCC) approval, is an option if a financial shortfall occurs. Asset Inventory Review & Cost Estimates The Capital Asset Plan dated March 1,2022 identifies community assets and defines financial requirements to maintain these known assets. The following was noted: • Asset Management Principles Establishes Inventory with Determined Quantities Target Dates for Install and Replacement and includes Schedules for Repair/Replacement with Cost. • Assets include roadways, drainage systems/structures, landscaping & irrigation, lake maintenance & fountains, fencing, lighting, seawalls, and sidewalks. • Estimated asset replacement costs total $4,004,421.00 through 2040. March 1, 2022 Forest Lakes MSTU 3/6 MINUTES Mr. Schumacher Requested a Quote (RFQ) to scope and clean drainage pipes for which the M.S.T.U. is responsible. The proposal will be presented at a future meeting and work schedule determined. On May 7, 2019, the Quail Run Golf Club presented the "Long Term Infrastructure Planning Committee (LTIPC) MSTU Cooperation Proposal " and requested the project be considered for partnership with the M.S.T.U. once bond payments were completed. • The Power Point Presentation identified both Short (2019-2022) and Long (2020-2025) term goals to benefit both the M.S.T.U. community and the Golf Club. • The proposed joint venture offered "A Master Water Management Program using the Quail Run Golf Club," with more storage and improved drainage through a major golf course redesign. Mr. Schumacher reported: • A comprehensive engineering analysis is required to evaluate expansion of the lakes. • Southwest Florida Water Management District (SFWMD) approval is required for any plan involving pumping water off the property. • The Growth Management Department, Stormwater and Environmental Planning, would have to be consulted on the project. Mr. Schumacher noted: • Collier 311 and/or the Road Maintenance Division should be contacted to report concerns on the weir not being maintained. • Roads are restriped at the same time when roadway re -paving is performed. B. Advisory Committee Applications Mr. Schumacher reported the two (2) available four-year term positions on the Forest Lakes Roadway and Drainage M.S.T.U. Advisory Committee have been advertised in accordance with County policy. Residency within the boundaries of the M.S.T.U. and voter registration are requirements for application to the Advisory Committee. It was also noted that the M.S.T.U.'s duties and responsibilities reflect the common interest of the community. As a County authority taxing all property owners within the defined boundaries, collected funds must be expended for the equal benefit of all those within the M.S.T.U. Applications have thus far been received from the following individuals: • Marianne Fanning • Gregory Karl Pollock • Kathy A. Thomson Chair Fanning, Mr. Pollock, and Ms. Thompson shared their credentials with the Committee and expressed their desire to participate as a member of the Advisory Committee. Applications received in advance of the April meeting will be considered by the Advisory Committee at that time, with two (2) to be motioned for recommendation to the Board of County Commissioners for appointment to the Advisory Committee. Appointments are subject to approval by Board of County Commissioners (BCC). March 1, 2022 Forest Lakes MSTU 4/6 MINUTES C. Lake #9 Wall Repair — Jacobs Engineering i. Lake #9 Wall Design The Lake #9 wall design and cost projection estimate was received from Jacobs Engineering Group November 2, 2021. Upon review, design modifications which did not affect product quality or endurance were made. ii. Lake #9 Wall Replacement • A Scope of Work (SOW) with construction design specifications and drawings went out for bid to four (4) qualified marine construction contractors the week ending February 26, 2022. • Mr. Schumacher invited the contractors to an on -site project review meeting week ending March 5tn • In accordance with County policy, the contract will be awarded to the lowest qualified bidder. • Targeted mobilization date is April -May 2022 to coordinate with the Quail Run Golf Club to minimize Club revenue impact and to avoid the start of rainy season. iii. Lakes #14,15, & 18 Wall Evaluations Assessment of three (3) additional wooden walls, included in the November 2, 202 1, report, revealed remedial action is required. • Jacobs Engineering identified cap boards in need of repair/replacement. • A Request for Quote (RFQ) to correct the deficiency will be solicited. D. Lake Aerator Repairs and Maintenance Mettauer Environmental evaluated two (2) aerators on Lake #14, behind the Turtle Lakes Condominium, and one (1) aerator on Lake #9. • Lake 14: One (1) aerator is broken, the second is in poor condition. • Lake #9: The aerator requires parts service. Mettauer Environmental provided a proposal to replace two (2) fountains in Lake #14 at a cost of $7,175.00 including timer clocks. The Committee noted the benefits of aeration to lake water and confirmed the fountains will be lighted. Mr. Barry motioned to approve the proposal from Mettauer Environmental dated February 22, 2022, in the amount of $7,175. 00for installation of two fountains on Lake #14. Second by Mr. Goody. Carried unanimously 5 — 0. Wildlife Residents in attendance expressed safety concerns due to the presence of Alligators in the lake areas. Staff will investigate signage available to notify of the hazard. E. Sidewalk Repairs Eleven (11) sidewalk slabs in the community walkways pose a trip hazard. A "trip hazard" is defined as a variance of three-quarters (3�4) of an inch or more between two slabs. March 1, 2022 Forest Lakes MSTU 5/6 MINUTES Pavement Maintenance, LLC. (PMI), a County qualified contractor, submitted a price quote in the amount of $11,550.00 to furnish all labor, materials and equipment required for the performance of work in connection with sidewalk improvements. F. Swales Drainage — ABB Proposal Agnoli, Barber & Brundage, Inc. (ABB) submitted a proposal in the amount of $5,916.00 to provide professional services to review the recent survey of the Forest Lakes M.S.T.U. Quail Run Golf Club and evaluate benefit of regrading swales. Mr. Schumacher will review the format utilized for any reports with ABB to ensure they are understandable to a layperson. Ms. Bell motioned to approve Agnoli, Barber & Brundage, Inc. Contract No. 18-7432 CE dated February 22, 2022, in the amount of $5,916.00 to prepare a proposal to review the recent survey of the Forest Lakes M.S. T. U. Quail Run Golf Club. Second by Mr. Fogg. Carried unanimously 5-0. VIL NEW BUSINESS None 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 11:30 P.M. NEXT MEETING: APRIL 5, 2022 -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 ,2022 as presented , or as amended March 1, 2022 Forest Lakes MSTU 6/6 FOREST LAKES M.S.T.U. Fund 159 April 5, 2022 FY-22 I Vendor Item CUR AD VALOREM TAX OVERNIGHT INTEREST INVESTMENT INTEREST INTEREST TAX COLL. REVENUE STRUCTURE TRANSFER FROM PROPERTY APPR. CARRY FORWARD GENERAL CARRY FORWARD OF ENCUMB AMT NEG 5 % EST REV TRANSFERS & CONTRIB TOTAL REVENUE Agnoli Barber & Brundage, Inc. Swales Survey INDIRECT COST REIMBURS Collier County INTERDEPT. PAYMENT Collier County LANDSCAPE INCIDENTALS Ground Zero Landscape Incidentals OTHER CONTRACTUAL Ground Zero Grounds Maintenance Mettauer Environmental, Inc. Routine Lakes Maintenance Pavement Maintenance Concrete; Sidewalks, etc. OTHER CONTRACTUAL ELECTRICITY FP&L Electricity WATER AND SEWER City of Naples Reclaimed Water INSURANCE GENERAL Collier County Insurance SiteOne Landscape Supply Irrigation Parts Hydropoint Data Irrigation Controls Data (Renewal) Amazon Irrigation Parts SPRINKLER SYSTEM MAINT. MULCH Hart's Electrical Lighting Repairs Amazon Lighting Supplies LIGHTING MAINTENANCE SALES TAX EXP LICENSE & PERMITS Premier Staffing Transcriptionist Premier Staffina (FY21 Exp) Transcriptionist OFFICE SUPPLIES COPYING CHARGES JM Todd Monthly CPC (shared) FERT HERB CHEM OTHER OPERATING SUPPLIES Sunshine Ace, Nat'I Traffic Hardware for Signage OTHER TRAINING OPERATING EXPENSE IMPROVEMENTS GENERAL CAPITAL OUTLAY TRANS FROM FUND 159 TO FUND 111 Reimbursement for Staff Support TRANS FROM FUND 159 TO PROPERTY APPRAISER TRANS FROM FUND 159 TO TAX COLLECTOR TRANSFERS RESERVES FOR CAPITAL RESERVES TOTAL EXPENDITURES BudgetRemainder PO# Budget Commitments Expenditures $ (912,600.00) $ - $ (825,808.74) $ (86,791.26) $ - $ - $ (191.50) $ 191.50 $ (3,000.00) $ (1,157.22) $ (1,842.78) $ $ $ (51.88) $ 51.88 $ 915,600.00) $ $ (827,209.34) $ (88,390.66) $ (336,500.00) $ - $ - $ (336,500.00) $ (60,286.50) $ - $ - $ (60,286.50) $ 45,800.00 $ $ $ 45,800.00 $ (350,986.50) $ $ $ (350,986.50) $ (1,266,586.50) $ $ 827,209.34 $ (439,377.16) 4500211122 $ - $ - $ 4,979.50 $ - 4500212532 $ $ 9,896.00 $ 39,944.00 $ $ 75,286.50 $ 9,896.00 $ 44,923.50 $ 20,467.00 Direct Pay $ 4,300.00 $ 2,150.00 $ 2,150.00 $ - Direct Pay $ 500.00 $ - $ - $ 500.00 4500213779 $ 10,000.00 $ 5,062.50 $ 937.50 $ 4,000.00 4500213779 $ 75,000.00 $ 37,010.00 $ 22,990.00 $ 15,000.00 4500213930 $ 12,280.00 $ 12,280.00 $ 3,675.00 $ (3,675.00) 4500216529 $ $ 11,550.00 $ 35,000.00 $ 12,280.00 $ 15,225.00 $ 7,495.00 4700004607 $ 13,000.00 $ 6,380.60 $ 6,469.40 $ 150.00 4700004568 $ 1,500.00 $ 961.67 $ 538.33 $ - Direct Pay $ 400.00 $ 200.00 $ 200.00 $ - 4500213943 $ 450.12 $ 49.88 VISA $ - $ 596.96 VISA $ $ 59.99 $ 1,500.00 $ 450.12 $ 706.83 $ 343.05 $ 1,000.00 $ - $ - $ 1,000.00 4500213929 $ 2,000.00 $ 1,114.30 VISA $ $ 65.49 $ 51000.00 $ 2,000.00 $ 1,179.79 $ 1,820.21 $ - $ - $ 4.16 $ (4.16) $ 2,000.00 $ - $ - $ 2,000.00 4500213942 $ 2,296.60 $ 653.40 4500215549 $ $ 178.20 $ 4,000.00 $ 2,296.60 $ 831.60 $ 871.80 $ 300.00 $ - $ - $ 300.00 4500214501 $ 300.00 $ 66.33 $ 47.95 $ 185.72 $ 500.00 $ - $ - $ 500.00 VISA $ 300.00 $ - $ 93.95 $ 206.05 $ 200.00 $ $ $ 200.00 $ 230,086.50 $ 78,753.82 $ 96,298.01 $ 55,034.67 $ 168,300.00 $ $ $ 168,300.00 $ 168,300.00 $ $ $ 168,300.00 $ 59,100.00 $ - $ - $ 59,100.00 $ 9,500.00 $ - $ 3,603.86 $ 5,896.14 $ 21,500.00 $ $ 18,516.17 $ 2,983.83 $ 90,100.00 $ $ 22,120.03 $ 67,979.97 $ 778,100.00 $ 778,100.00 $ - $ - $ 778,100.00 145,888,273 FY-11 Final Taxable Value 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 219,999,549 FY-21 Oct Taxable Value ############################### 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 Tax Dollars: $912,638 $303,315 4.0 mill cap 200.9 Prepared on: 3/28/2022 Forest Lakes Roadway & Drainage MSTU - BUDGETARY - By Year Capital Asset Plan Date: 03.01.22 Item Category Capital Assets Year Replace $Replace Total $ Replace $ Annual Maint. 1 Walls Lake #9 - Replacement Wall - Rip -Rap 2022 $180,000 $204,500 $0 2 Walls Lake #9 - Replacement Wall - Wood 2022 $0 $0 3 Pumps Lake 14 Aerator (2) 2022 $8,000 $500 4 Pipes I 1st Pipes Scope & Clean 2022 $16,500 $0 5 Pumps Lake 9 Aerator (1) 2023 $4,400 $119,900 $250 6 Excavation Fairway Swales Regrading 2023 $99,000 $0 7 Pipes 2nd Pipes Scope & Clean 2023 $16,500 $0 8 Lighting LED Lamp Retrofits (60) 2024 $23,100 $39,600 $0 9 Pipes 3rd Pipes Scope & Clean 2024 $16,500 $0 10 Stormwater Lake Outfall Pipes 2025 $16,500 $133,370 $0 11 Pumps NW Swale Pump (FLB) 2025 $5,500 $250 12 Walls Lake #14 - Replacement Wall - Wood 2025 $58,817 $0 13 Walls Lake #15 - Replacement Wall - Wood 2025 $29,453 $0 14 Lighting LED Lamp Retrofits (60) 1 2025 1 $23,100 $0 15 Walls Lake #18 - Replacement Wall - Wood 2026 $52,965 $ 664,181 $0 16 Pavement Road Repaving - FLB & Woodshire 2026 $534,271 $0 17 Fence Fence Posts & Cables (lakes) 2026 $55,000 $0 18 Lighting LED Lamp Retrofits (57) 2026 $21,945 $0 19 Irrigation Irrigation Controller 2027 $2,750 $90,861 $350 20 Pavement I Road Repaving - QFB & Cul's 2027 $88,111 $0 21 Pavement Road Repaving - FLDM & FLDS 2028 $209,800 $209,800 $0 22 Signs Street/Traffic Signs (47) 2029 $15,510 $15,510 $500 23 Irrigation Pipes & (15) Zone Valves 2030 $38,500 $38,500 $3,000 24 Pavement Roadway Restriping 2032 $82,500 $82,500 $0 25 Fence Woodshire Chain Link Fence 2035 $137,500 $137,500 $0 26 Walls Lakes Concrete Seawalls 2037 $1,100,000 $1,100,000 $0 27 Lighting Light Pole Replacements (177) 2040 $1,168,200 $1,168,200 $0 Totals: $4,004,421 $4,004,421 $4,850 Advisory Board Application Form Collier County Government 3299 Tamiami Trail East, Suite 800 Naples, FL 34112 (239) 252-8400 Application was received on: 1/31/2022 6:03:30 PM. Name: Imarianne Fanning Home Phone: Home Address: 1279 Quail Forest Blvd #213 City: Naples Zip Code: 34105 Phone Numbers Business: E-Mail Address: Board or Committee: Forest Lakes Roadway and Drainage MSTU Advisory Committee Category: Not indicated Place of Employment: Retired How long have you lived in Collier County: more than 15 How many months out of the year do you reside in Collier County: I am a year-round resident Have you been convicted or found guiltv of a criminal offense (anv level felonv or first degree misdemeanor only)? Nol Not Indicated Do you or your employer do business with the County? No Not Indicated NOTE: All advisory board members must update their profile and notify the Board of County Commissioners in the event that their relationship changes relating to memberships of organizations that may benefit them in the outcome of advisory board recommendations or they enter into contracts with the County. Would you and/or any organizations with which you are affiliated benefit from decisions or recommendations made by this advisory board? No Not Indicated Are you a registered voter in Collier County? Yes Do you currently hold an elected office? No Do you now serve, or have you ever served on a Collier County board or committee? Yes Forest Lakes MSTU Please list your community activities and positions held: Chairman Forest Lakes MSTU Education: Masters in Healthcare Admin ence / Background Past board member of Verandas At Quail Ru Current member Forest Lakes Roadway and Drainage) MSTU. [Chairperson Advisory Board Application Form Collier County Government 3299 Tamiami Trail East, Suite 800 Naples, FL 34112 (239) 252-8400 Application was received on: 3/1/2022 12:09:25 PM. Name: IPatrick Anthony Bernal Home Phone: Home Address: 11054 Forest Lakes Dr APT H205 City: Naples Zip Code: 34105 Phone Numbers Business: E-Mail Address: Board or Committee: Forest Lakes Roadway and Drainage MSTU Advisory Committee Category: Not indicated Place of Employment: Retired How long have you lived in Collier County: 10-15 How many months out of the year do you reside in Collier County: I am a year-round resident Have you been convicted or found guiltv of a criminal offense (anv level felonv or first degree misdemeanor only)? Nol Not Indicated Do you or your employer do business with the County? No Not Indicated NOTE: All advisory board members must update their profile and notify the Board of County Commissioners in the event that their relationship changes relating to memberships of organizations that may benefit them in the outcome of advisory board recommendations or they enter into contracts with the County. Would you and/or any organizations with which you are affiliated benefit from decisions or recommendations made by this advisory board? No Not Indicated Are you a registered voter in Collier County? Yes Do you currently hold an elected office? No Do you now serve, or have you ever served on a Collier County board or committee? No Not Indicated Please list your community activities and positions held: Board of Directors of the Forest Lakes Condominium Association (Vice President, Secretary and (Treasurer). Served on the Board of Directors of the Quail Run Golf Club. Past Board Chairman of the Eden Prairie Chamber of Commerce. Member of the Board of The Eden Prairie Community Foundation. Former Community Representative on the Citizen Advisory Council of the Minneapolis / St Paul Southwest Light Rail Transit Project. Education: BS Business Administration - Cleveland State University Continuing Education Cert. Computer Science Universitv of Minnesota Experience / Background I have been licensed in the State of Florida as Condominium Association Manager and Real Estate Salesl Associate. Prior to retiring I worked for various national retail companies; including Sears, Target andl SUPERALU in regional and corporate management roles. I have been a practicing public accountant. Advisory Board Application Form Collier County Government 3299 Tamiami Trail East, Suite 800 Naples, FL 34112 (239) 252-8400 Application was received on: 2/9/2022 9:41:23 AM. Name: IGregory Karl Pollock Home Phone: Home Address: 11084 Forest Lakes dr. #308 City: Naples Zip Code: 34105 Phone Numbers Business: E-Mail Address: Board or Committee: Forest Lakes Roadway and Drainage MSTU Advisory Committee Category: Not indicated Place of Employment: Retired How long have you lived in Collier County: 10-15 How many months out of the year do you reside in Collier County: I am a year-round resident Have you been convicted or found guilty of a criminal offense (any level felony or first degree misdemeanor onlv)? No Not Indicated IDo you or your employer do business with the County? Nol Not Indicated NOTE: All advisory board members must update their profile and notify the Board of County Commissioners in the event that their relationship changes relating to memberships of organizations that may benefit them in the outcome of advisory board recommendations or they enter into contracts with the County. Would you and/or any organizations with which you are affiliated benefit from decisions or recommendations made by this advisory board? Yes Member of Quail Run Golf Course, not a board member. Are you a registered voter in Collier County? Yes Do you currently hold an elected office? No Do you now serve, or have you ever served on a Collier County board or committee? No Not Indicated Please list your communitv activities and positions held: 10 years Industry Borough Planning Commission, 3 years president American Wine Society Pittsburgh, Master of Doric LOdRe in Sewicklev, volunteer at Naples Winter Wine Festival. Education: High School, continuing education classes, advanced training classes Beaver Valley Nuclear Power Plant. Experience / Background 110 years on Planning commission most as secretary, rewrote Industry Borough zoning ordinances. Advisory Board Application Form Collier County Government 3299 Tamiami Trail East, Suite 800 Naples, FL 34112 (239) 252-8400 Application was received on: 2/11/2022 12:57:05 PM. Name: IKathy A Thomson Home Phone: Home Address: 11610 Forest Lakes Blvd City: Naples Zip Code: 34105-2280 Phone Numbers Business: E-Mail Address: Board or Committee: Forest Lakes Roadway and Drainage MSTU Advisory Committee Category: Not indicated Place of Employment: Retired How long have you lived in Collier County: more than 15 How many months out of the year do you reside in Collier County: I am a year-round resident Have you been convicted or found guiltv of a criminal offense (anv level felonv or first degree misdemeanor only)? Nol Not Indicated Do you or your employer do business with the County? No Not Indicated NOTE: All advisory board members must update their profile and notify the Board of County Commissioners in the event that their relationship changes relating to memberships of organizations that may benefit them in the outcome of advisory board recommendations or they enter into contracts with the County. Would you and/or any organizations with which you are affiliated benefit from decisions or recommendations made by this advisory board? No Not Indicated Are you a registered voter in Collier County? Yes Do you currently hold an elected office? No Do you now serve, or have you ever served on a Collier County board or committee? No Not Indicated Please list your communitv activities and positions held: Member of Naples Zoo Member of Naples Botanical Garden Attend MSTU monthly meetings) Education: Associate Degree of Applied Business, Accounting Bachelor of Science Degree, Education Experience / Background Math teacher, elementary teacher and elementary assistant 25 years in education - 16 of those years (were for CCPS (Collier County Public Schools) Bookkeeping and inventory control 15 years working inl the business sector I have lived in my home in Forest Lakes as a full-time resident for 24 years. II (regularly get compliments from golfers on how beautiful my backyard looks and compliments from) walkers along the sidewalk on the vivid colored bromeliads in my front yard. Since retiring, I have been able to attend the monthly MSTU meetings year-round. I have given input at the meetings on lighting,) roadway drainage and beautification. Regarding the budget, I made a suggestion that there be aline item designated specifically for roadway repair under reserves for capital as it is a considerable percent lof our budget. For the current FY2022 it has been listed in the notes section and will be a line item inl the FY2023 budget. Quail Run Golf Club: Lake 9 Wall Replacement Collier County, Florida COUNTY PROJECT ID: N/A By: WJG & NO Date: 3/7/2022 ENGINEER'S ESTIMATE OF PROBABLE CONSTRUCTION COST PROJECT SUMMARY OF PAY ITEMS ITEM ITEM DESCRIPTION UNIT QUANTITY UNIT COST TOTAL COST 101-1 MOBILIZATION LS 1 $17,500.00 $ 17,500.00 101-1-1 PROVIDE/MAINTAIN "AS BUILT" PLANS (SIGNED AND SEALED) LS 1 $5,000.00 $ 5,000.00 101-1-2 PROVIDE CONSTRUCTION SURVEYING AND LAYOUT LS 1 $5,000.00 $ 5,000.00 104-10-3 SEDIMENT BARRIER (SILT FENCE) LF 340 $3.00 $ 1,020.00 104-11 FLOATING TURBIDITY BARRIER LF 280 $15.00 $ 4,200.00 110-1-1 CLEARING & GRUBBING (INCL. REMOVAL & DISPOSAL OF EXISTING WALL) LS 1 $15,000.00 $ 15,000.00 120-1 REGULAR EXCAVATION CY 320 $32.00 $ 10,240.00 120-6 EMBANKMENT CY 134 $30.00 $ 4,020.00 530-3-4 RIPRAP RUBBLE, DITCH LINING (INCL. FABRIC FILTER) TN 530 $170.00 $ 90,100.00 CC 950-STR PROJECT ALLOWANCE (NOT FOR BID) LS FIXED $20,000.00 $ 20,000.00 Estimated Project Total Cost = $ 172,080 CGC1519780 RESPONSE TO Request for Quote \ Quail Run Golf Club Lake #9 Retaining Wall Replacement Forest Lakes M.S.T. U. RFQ # 2202-001-FL CREATED FOR Collier County 8300 Radio Road Naples, FL 34104 SUBMITTED ONE March 11, 2022 .01 Wk .... KELLY BROTH ERS,iNc COMMERCIAL MARINE CONTRACTOR CGC1519780 Signed Quote Form Quail Run Golf Club: Lake 9 Wall Replacement Forest Lakes M.S.T.U. County Project ID: RFQ # 2202-001-FL Marine Contractor Services: #19-7624 Kelly Brothers, Inc. (KBI) has an unrivaled reputation as an ethical and respected leader providing comprehensive commercial marine construction services. We offer decades of experience working in, on, under, over, and around the waters of central and southwest Florida. KBI's well-known expertise has been acquired over a multitude of years and a myriad of successfully completed projects during our 42 years in business. We have experience in every facet of the marine construction industry and are experts in our field. KBI has provided the following quote for the Quail Run Golf Club: Lake 9 Wall Replacement project, Forest Lakes M.S.T.U., RFQ # 2202-001-FL as per the enclosed Bid Schedule: Lump Sum Total Price: $193,426.00 Leveraging almost four decades of experience, we offer the expertise you need to complete your project on time and within the agreed upon budget. Our business approach is simple; help our clients achieve their goals, for the best value, on -time, while delivering the highest quality craftsmanship. A commitment to professionalism and excellence drives our company's culture to provide value and deliver quality in all we do. Our client's letters of recommendation are evidence of our ability to deliver exceptional quality and customer service all while controlling cost and managing schedules. Paraphrasing from a letter of recommendation received from the City of St. Marks, Kelly Brothers has the dedication and tenacity to make your project a success and the end product exceed your expectations. Dane ellPresident March 11, 2022 Date 15775 Pine Ridge Road, Fort Myers, FL 33908 P: (239) 482-7300 * F: (239) 482-8014 www.keltybros.net Quail Run Golf Club: Lake 9 Wall Replacement Forest Lakes M.S.T.U. Collier County, Florida COUNTY PROJECT 10: RFO # 2202-001-FL Marine Contractor Services II # 19.7624 FILLABLE - Bid Schedule - (Addendum 1) PROJECT SUMMARY OF PAY ITEMS LINE an ITEM DESCRIPTION UNIT UO ANTIiY UNIT COST TOTAL COST 1 101-1 MOBILIZATION LS 1 $ 34,828.00 $ 34,828.00 2 101-1-1 PROVIDE/MAINTAIN "AS BUILT" PLANS (SIGNED AND SEALED L5 1 $ 5,660.00 $ 5,660.00 3 101-1-2 PROVIDE CONSTRUCTION SURVEYING AND LAYOUT L5 1 $ 4,285.00 $ 4,285.00 4 104-10-3 SEDIMENT BARRIER (SILT FENCE) LF 340 $ 5.00 $ 1,700.00 S 104-11 FLOATING TURBIDITY BARRIER LF 280 $ 34.00 $ 9,520.00 6 110-1-1 CLEARING & GRUBBING INCL REMOVAL & DISPOSAL OF EXISTING WALL LS 1 $ 16,865.00 $ 16,865.00 7 120-1 REGULAR EXCAVATION CY 320 $ 56.00 $ 17,920.00 8 120.6 EMBANKMENT CY 134 $ 67.00 $ 8,978.00 9 530.3.4 RIPRAP RUBBLE, DITCH LINING INCL FABRIC FILTER TN 530 $ 139.00 $ 73,670.00 10 CC 950-STR PROJECT Allowance UPON REVIEW & APPROVAL OF COUNTY PROJECT MGR LS FIXED $ 20,000.00 $ 20,000.00 Lump Sum Total Price; $ 193,426.00 UNITS: CY - Cubic Yard LF - Lineal Foot LS - Lump Sum TN - Ton I ze� ;;�?� Signature / eSIg Dane Kelly, President Officer Name & Title (Print) Kelly Brothers, Inc. Company Name (Print) 3/11/2022 Date ixx/xx/xxi Bid Tabulation 3/11/2022 Forest Lakes MSTU Collier County, FL I Lake #9 Retaining Wall Replacement Rank Submitted Bids 1 Kelly Brothers 2 Quality Enterprises USA 3 TSI Disaster Recovery NOTE: Marine Contracting Group did not submit a bid. RFQ #2202-001-FL DA4-n* $ 193,426.00 $ 214,716.00 $ 271,467.00 * Lump Sum A Price (higher) 0.0% 11.0% 40.3 %