PBSD MSTBU Agenda 09/13/2023PELICAN BAY SERVICES DIVISION
Municipal Services Taxing & Benefit Unit
NOTICE OF PUBLIC MEETING WEDNESDAY, SEPT. 13, 2023
THE PELICAN BAY SERVICES DIVISION BOARD WILL MEET AT 1 PM ON SEPT.
13 AT THE COMMUNITY CENTER AT PELICAN BAY, 8960 HAMMOCK OAK
DRIVE, NAPLES, FLORIDA, 34108.
AGENDA
1. Pledge of Allegiance
2. Roll Call
3. Agenda approval
4. Approval of 7/12/23 Regular Session meeting minutes
5. Audience comments
6. Administrator's report
a. Capital Projects updates
i. Sidewalk Phase II status
ii. Operations Facility bid update
iii. Clam Pass/beaches post -storm status
b. August 31 Financial Report
7. Committee Reports
a. Landscape & Safety
i. *Street Name Sign Project
8. Chairman's report
a. Management services contract
9. Old Business
10. New Business/Miscellaneous Correspondence
11. Adjournment
*indicates possible action items
ANY PERSON WISHING TO SPEAK ON AN AGENDA ITEM WILL RECEIVE UP TO THREE (3) MINUTES PER ITEM TO
ADDRESS THE BOARD. THE BOARD WILL SOLICIT PUBLIC COMMENTS ON SUBJECTS NOT ON THIS AGENDA AND
ANY PERSON WISHING TO SPEAK WILL RECEIVE UP TO THREE (3) MINUTES. THE BOARD ENCOURAGES YOU TO
SUBMIT YOUR COMMENTS IN WRITING IN ADVANCE OF THE MEETING. ANY PERSON WHO DECIDES TO APPEAL A
DECISION OF THIS BOARD WILL NEED A RECORD OF THE PROCEEDING PERTAINING THERETO, AND THEREFORE
MAY NEED TO ENSURE THAT A VERBATIM RECORD IS MADE, WHICH INCLUDES THE TESTIMONY AND EVIDENCE
UPON WHICH THE APPEAL IS TO BE BASED. IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS AN
ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING YOU ARE ENTITLED TO THE PROVISION OF
CERTAIN ASSISTANCE. PLEASE CONTACT THE PELICAN BAY SERVICES DIVISION AT (239) 252-1355.
9/07/2023 2:00 PM
PELICAN BAY SERVICES DIVISION BOARD REGULAR SESSION
DULY 12, 2023
The Pelican Bay Services Division Board met on Wednesday, July 12, 2023, at 1:00 p.m. at the
Community Center at Pelican Bay, 8960 Hammock Oak Drive, Naples, Florida 34108.
In attendance were:
Pelican Bay Services Division Board
Michael Fogg, Chairman
Joe Chicurel, Acting Chair
Jack Cullen (absent)
Jacob Damouni (absent)
Mark Ferland
Pelican Bay Services Division Staff
Neil Dorr•ill, Administrator
Dawn Brewer, Ops. Support Spec. II
Chad Coleman, Ops. Manager
Darren Duprey, Supervisor — Field I
Also Present
Jim Hoppensteadt, Pelican Bay Foundation
Peter Griffith
Susan Hamilton
Denise McLaughlin
Michael Rodburg
Beth Stein (by telephone)
Rick Swider
Dave Greenfield, Supervisor -Field II
Karin Herrmann, Project Manager I
Lisa Jacob, Project Manager II
Barbara Shea, Admin, Support Spec. II
Mike Ruffolo, Pelican Bay Foundation
APPROVED AGENDA (AS PRESENTED)
1. Pledge of Allegiance
2, Roll Call
3. Agenda approval
4. Approval of 5/10/23 Regular Session meeting minutes
5. Audience comments
6. Administrator's report
a. Capital Projects updates
i. Sidewalk Phase 11 status
ii. Operations Facility bid results
iii. Georgetown roadway drainage repair
iv. Clam Pass maintenance permit status
b. June 30 Financial Report
7. Committee Reports
a. Water Management
i. *Committee recommendation for Georgetown drainage improvement
b. Budget
8. Chairman's report
a. *Management services contract
9. Old Business
10. Other Business
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Pelican Bay Services Division Board Regular Session
July 12, 2023
11. Adjournment
ROLL CALL
Mr. Cullen and Mr. Damouni were absent and a quorum was established.
MS. STEIN PARTICIPATED BY TELEPHONE
Ms. Hamilton motioned, Mr. Griffith seconded to approve the agenda as
The motion carried
Mr. Griffith motioned, Ms. Hamilton seconded to approve the 5/10/2023 regular
session meetine minutes as presented. The motion carried unanimously.
AUDIENCE COMMENTS
None
ADMINISTRATOR'S REPORT
SIDEWALK PHASE II UPDATE
Mr. Don•ill provided the following updates on our Sidewalk Phase II Project.
• Our sidewalk contractor, Quality Enterprises (QE), has installed approximately 2.75 miles of
sidewalk so far, adding 3,222 linear feet of sidewalk, most recently working on Gulf Park Dr.
and Crayton Rd.
• Mr. Dorrill has scheduled a July 25 meeting with the President of QE to discuss the project
delays and operating inefficiencies. Dr. Chicurel and the Deputy County Manager will also be
invited to attend.
• Staff has directed QE not to open any new construction areas until the existing construction
areas are completed.
• It would likely be very costly to terminate our QE contract and put the project out to bid again.
In the current environment, it is difficult to obtain cement in the marketplace. QE's process is
to manufacture cement onsite.
• We have built an excellent record of QE's work, prepared by the engineering inspector and
documented by the minutes of the bi-monthly meetings with QE. Expectations have been
communicated to QE on a regular basis.
• We may explore, with our engineer, the possibility of"credit change orders" to the QE contract
whereby other entities would be hired to do irrigation, landscape, paver, and/or sod
replacement tasks instead of QE.
Mr. Griffith expressed his frustration with the quality of QE's work including, (1) excessive
damage to irrigation systems, (2) lack of competency in replacing irrigation systems, (3) poor quality
of many sections of replacement sod, (4) four incomplete Ridgewood Drive driveways (replacement
pavers have not been received), (5) the overall insulting treatment of Ridgewood Dr. residents by QE
workers, and (6) the long delay in replacing "failed sections" of sidewalk on Ridgewood Dr.
Pelican Bay Services Division Board Regular Session
July 12, 2023
Mr. Coleman commented that staff, so far, has not accepted
any sidewalk sections or work
that has been completed by
QE.
The contract does include liquidated
damages on the back end. Dr.
Chicurel suggested that the
QE
delays are a result of the lack of resources provided by QE owners.
OPERATIONS FACILITY BID RESULTS
Mr. Donill provided the following updates on our Operations Facility Replacement Project.
• Bids for the project were opened on Monday. There was considerable interest, resulting in five
bids received. The next step is for our design engineer and architect to evaluate the bids.
• The five bids range from $4.7 - 7.1 million, without the add -alternates, including Heatherwood
who is a local contractor and is the lowest bidder.
• The bids received are higher than the engineer's estimate of probable cost of $3.9 million which
included the add -alternates.
• Regrading and other miscellaneous site work will be cost -shared with the County's Public
Utilities Dept. (the property's deed holder).
• Reimbursement proceeds for Hurricane Ian damage to the existing building are expected from
County insurance and FEMA.
• All County construction projects greater than $4 million require an inspection engineer, which
typically costs 10% of the total construction cost.
• When the lowest responsive bid for the project is brought back to the board for approval, staff
will provide a best estimate of the offsets (as described above) to the project cost.
• Total cost of the project, based on the low bid, including the add -alternate out buildings and
the inspection engineer would be approximately $5.8 million. (Insurance, FEMA, and PUD
offsets are not included in this total.)
• After obtaining Procurement and BCC approvals, it is estimated that the project may
commence on or about October 1, with an estimated length of construction of 9-10 months.
• Our FY2024 PBSD budget includes $3.75 million for this project; the project is approximately
$1.5 million over budget.
• It would not be cost effective to pay additional monies to an engineer to re -engineer the
building to potentially reduce construction costs. Any changes to the project plans would
require approval by the PBF Design Review Committee.
GOLF COURSE DRAINAGE IMPROVEMENTS
Mr. Dorrill reported that drainage pipes underneath the cart path on the golf course were
repaired at a cost of approximately $250,000. Restoration work included replacement of sod and
sections of the cart path.
BAY COLONY BEACH DUNE SWALE MAINTENANCE
Mr. Dorrill reported that our contractor• Earth Tech completed a Bay Colony Beach dune Swale
maintenance project behind the Contessa.
GEORGETOWN ROADWAY DRAINAGE REPAIR
Mr. Dorrill reported on a failure of a cross culvert at the entrance to the Georgetown
community resulting in no effective drainage flow between pipes. lie noted that the Water
Management Committee has reviewed three repair options provided by our engineer RK&K in their
Pelican Bay Drainage Improvements Final Hydrology Report, and has unanimously recommended
Pelican Bay Services Division Board Regular Session
July 12, 2023
board approval of the most cost effective alternative at an estimated cost of $297,000. Mr. Rodburg
commented that the Water Management Committee reviewed RK&K's four alternatives (one option
was to do nothing) and has recommended the more cost effective of the two pipe relocation options.
He noted that the project will affect homeowner front lawns and irrigation systems.
Mr. Rodburg motioned, Ms. Hamilton seconded that we move forward with Jtheengineering and design phase for Alternative #2 (as described in the RKPelican Bay Drainage Improvements Final Hydrology Report) not to exc
$60,000. The motion carried unanimously.
Mr. Dorrill noted that our engineer RK&K will do the work on the engineering and design
phase of this project. Mr. Coleman noted that we do not have a quote yet on this phase of the project.
CLAM PASS MAINTENANCE PERMIT STATUS
Mr. Dorrill reported that we are in receipt of our amended U.S.A.C.E. (U.S. Army Corps of
Engineers) Clam Pass maintenance dredging permit which will allow us to place sand on the Pelican
Bay side of the pass, further to the north (as part of a future Clam Pass dredging project). Currently
Clam Pass conditions look good.
JUNE 30 FINANCIAL REPORT
Mr. Dorrill reviewed the June 30 financial statements and discussed highlights including a
current PBSD cash balance of approximately $12.5 million and noted that the County has renumbered
all of our funds. Mr. Dorrill commented that our FY2024 PBSD budget received preliminary BCC
approval at the June budget hearings; final BCC approval will occur at the September budget hearings.
He noted that two of our County Commissioners went out of their way to praise our staff.
WATER MANAGEMENT
Mr. Rodburg commented that no other major drainage pipe problems have been identified,
other than the issues at Club Pelican Bay and Georgetown, which have been addressed. He noted that
we are satisfied with the overall integrity of the system, which worked beautifully during and after
Hurricane Ian.
Mr. Rodburg commented that the committee maintains a schedule/list which ranks the lake
bank erosion conditions of the lakes we are responsible for. The primary drivers of the ranking include
functionality, escarpment, erosion and public safety. The Community Center Lake is high on this list.
Mr. Dorrill reported that he was contacted by the Chair of the PBF Facilities Committee to meet to
discuss the Community Center Lake. Mr. Mike Ruffolo, PBF Board Chair, commented that this
committee is in the process of information gathering. Mr. Dorrill commented that we may consider a
partial lake bank restoration project for the Community Center Lake.
Mr. Rodburg commented that the committee did a retrospective on the Oakmont Lake project.
Committee conclusions included, (1) dividing the project between the PBSD and PBF (mandated by
the Clerk of Courts) caused problems, and in the future staff should work with the County to enable
any future project to be managed by one entity, and (2) Geoweb was used in this project because of
the uniqueness of this lake, with significant public access, and that this material will not be used in
future lake bank restoration projects. Mr. Fogg suggested that additional remediation work is still
Pelican Bay Services Division Board Regular Session
July 12, 2023
needed around Oakmont Lake, including adding back some landscape materials. Mr. Coleman
commented that he will work with the PBF on landscape replacements and noted that the installation
of three fountains is under discussion. Mr. Rodburg commented that if three fountains are installed,
then littoral plantings would not be necessary.
BUDGET
Mr. Fogg reported that the Budget Committee reviewed the 9-month financial statements and
that we expect PBSD operations to come in on budget at 9/30/2023. All of our projects are on schedule
and on budget. He noted that so far we have spent $2.8 million on the sidewalk project.
CHAIRMAN'S REPORT
MANAGEMENT SERVICES CONTRACT
Mr. Fogg reported that the PBSD management services contract was put out to bid by the
County Procurement Dept. and Dorrill Management Group was the only bidder. The Executive
Summary (to be approved by the BCC at a meeting in July or August) for the recommendation to
award Request for Proposal "Management Services for Pelican bay Services Division" and the
agreement were included in the agenda packet. Mr. Dorrill commented that there were two changes
from the last DMG contract which include, (1) additional insurance requirements, and (2) a guaranteed
tlnee-year maximum price was mandated by the County (with no eligibility for annual cost of living
increases over these three years). He noted that the County Manager's Office is recommending the
DMG bid for approval by the BCC. Mr. Fogg commented that the annual cost of management services
will be approximately $120,000. He noted that he discussed this contract with the Deputy County
Manager who has indicated that the County is comfortable with the existing management arrangement.
Mr. Fogg motioned, Ms. Hamilton seconded to approve the new management
agreement with DMG for a period of three years (with two one-year renewal
options) as set out in the agreement included in the agenda packet. The motion
carried unanimously.
AUGUST BOARD MEETING
Mr. Fogg stated that he will not schedule an August board meeting; however, board members
should expect a September meeting to be scheduled. Mr. Dorrill commented that he will update the
board on his upcoming meeting with Quality Enterprises. He noted that QE's contract would not be
terminated without first consulting with the County Manager's Office, the County Attorney's Office,
and this board. Mr. Dorrill also noted that he will share the engineer's evaluation of the Operations
Building Replacement Project bids when received, with the board.
The meeting was adiourned at 2:24
Michael Fogg, Chairman
Minutes approved L_] as presented OR �� as amended ON � � date
Agenda Item #6a
Page 1 of 1
Pelican Bay Services Division Project Tracking Spreadsheet 09/08/2023
PBSD New Maintenance Facilities — Project #50211
Solicitation #23-8096 for "Pelican Bay New Maintenance Facility" was issued on
4/26/2023. A pre -bid meeting occurred on 5/9/2023. Bid deadline was extended until
7/10/2023. Five bids were received ranging in price from approximately $5.4M —
$7.6M; however, bids are still being evaluated by Procurement Services. Public
Utilities Division will pay for 50% of the site work.
Sidewalk Improvements -Project #50212
Production has increased and total linear footage to date is 16,466 LF. At total of
$2,042,382.18 has been earned and paid to date.
Bay Colony Beach Dune Swale Maintenance
Following saltwater intrusion due to high tides/king tides from Hurricane Idalia,
Earth Tech will be working to clear approximately 200 LF of shoaled sand from the
Bay Colony Beach Dune Swale as well as reinforce the banks. Shenandoah will be
scheduled to perform minor repairs to pipes at the Carlysle, Ritz and Trieste.
Clam Pass
Permit Modification No. 0296087-008-JN for Clam Pass Maintenance Dredging
was issued August 24, 2023 to expand the upland berm and dune disposal area
on the north side of Clam Pass to accommodate excess sand at the inlet entrance.
Additionally, Specific Conditions were added to ensure that flushing and tidal
exchange is maintained in Clam Bay during dredging events.
33.A.2
Agenda Item #6aii
Page 1 of 8
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DAVIDSON Civil Engineering Planning Permitting
E N G I N E E R I N G
ESTABLISHED V
DesigningExcellence O
October 2, 2023
Lisa Olen, FCCM, PPA - Procurement Strategist
Collier County Procurement Services Division
3295 Tamiami Trail East
Bldg. C2
Naples, FL 34112-5361
Re: Design Entity Letter of Recommended Award
Solicitation # 23-8096
Pelican Bay New Maintenance Facility
Collier County, Florida
Dear Lisa:
Davidson Engineering, Inc. (EOR) has completed our review of the quotes submitted for the above
referenced project and we are pleased to provide the following award recommendation. The scope of the c
Pelican Bay New Maintenance Facility project includes the demolition and disposal of the existing N
maintenance facility, construction of approximately 10,000 square feet of a new maintenance building, r
including a chemical storage accessory building, an equipment storage accessory building, and
improvements to the utility/stormwater drainage infrastructure, roadway, and parking lot area O
Bids were received on July 10, 2023, from the following contractors:
• Heatherwood Construction Company
• Waypoint Contracting, Inc.
• DEC Contracting Group, Inc.
• DMR Construction Services, Inc.
• Rycon Construction, Inc.
Collier County Procurement's review of the bid tabulations determined that the apparent low bidder is
Heatherwood Construction Company with a total base bid + alternates 1-3 of, $5,340,571.00. Davidson
Engineering was provided with the bid schedule and the Heatherwood Construction Company bid is
approximately 37.4% higher than the Engineer's Opinion of Probable Construction (OPC) Cost of
$3,885,654.52. We believe this is related to a considerable rise in construction materials and limited
availability due to the COVID pandemic.
Four (4) out of the five (5) references provided by Heatherwood Construction Company completed
reference forms attached hereto. The project references provided by Heatherwood Construction
Company contain sufficient relevant experience with similar projects to demonstrate the required
successful experience to complete the project.
Heatherwood Construction Company formed in 2004, active with the State of Florida Division of E
Corporations and registered with the Florida Department of Business and Professional Regulations as a
Construction Business with Walter Mitchell Crawford, IV, as the qualifier of the Certified General 1°
r
Contractor license, both of which registrations are current and active. Q
4365 Radio Road • Suite 201 • Naples, FL 34104 • P: 239,434,6060 • www.davidsonengineering.com
Packet Pg. 445
33.A.2
DELORA
Solicitation # 23-8096
Pelican Bay New Maintenance Facility
Page 2 of 2
Agenda Item #6aii
Page 2of8
DE
D,VID50N
E N G E N[ F R I N G
Davidson Engineering has worked successfully with Heatherwood Construction Company on projects
located in Collier and Lee County. Based on that experience, the favorable performance reviews provided
on the Vendor Reference Logs and its current licensing, it appears that it is a qualified firm to conduct the
requested work. We, as the design entity, therefore, recommend that Heatherwood Construction
Company be awarded the contract for the Pelican Bay New Maintenance Facility Construction in the
amount of $5,340,571.00.
Should there be any questions, please feel free to contact our office.
Sincerely,
i
Lee Davidson, P.E.
Project Manager
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Agenda Item #6aii
C 6 Ter (—,ourrty Page 3 of 8
Administrative Services Department N
Procurement Services Division o
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VENDOR REFERENCE CHECK LOG
Solicitation No.:
23-8096
Reference Check by:
rocia Hamlin -Rosa, Sr Proj Coord
Solicitation Title:
Pelican Bay New Maintenance
Facility
Date:
9/13/2023: Made Initial Contact
9/18/2023: Contact Made &
Reference provided
Bidder's Name:
Heatherwood Construction Company
Phone:
239-434-6060
Design Entity:
Davidson Engineering, Inc.
REFERENCED PROJECT:
Project Name:
Estero Country Club
Project location:
19501 Vintage Trace Circle
Estero, FL 33967
Project Description:
Complete renovation of clubhouse
Completion Date:
11/2022
Contract Value:
$4,392,530
Project Owner/Title:
Estero Country Club, Inc.
Owner's Address:
19501 Vintage Trace Circle
I Estero, FL 33967
Phone:
239-267-7000
Owner's Contact Person:
I Dan Newman, General Manager
E-Mail:
dnewman@esterocc.com
1. Was project completed timely and within budget? (If not, provide detail)
Yes. See additional information provided in #7 below.
2. Was the submittal/review process performed satisfactorily? (if not, provide detail)
Yes
3. Was the construction process performed satisfactorily? (If not, provide detail)
Yes
4. Did the process run smoothly? Were there any changes? Describe below.
Yes -the process ran smoothly and there were no changes
5. Was the contract closeout process performed satisfactorily? (If not, provide detail)
Yes
6. Any warranty issues since closeout? Were they responded to and performed satisfactorily?
No
7. Additional comments:
They were great to work with and things moved smoothly - we did have delays at the end as items were hard
to get due to the pandemic. But I would recommend them.
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33.A.2
« Agenda Item #6aii
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Administrative Services Department N
Procurement Services Division O
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VENDOR REFERENCE CHECK LOG
Solicitation No.:
23-8096
Reference Check by:
Tocia Hamlin -Rosa, Sr Proj Coord
9/13/2023: Made Initial
Contact
Pelican Bay New Maintenance
9/18/2023; Contact made &
Solicitation Title:
Facility
Date:
reference provided
Bidder's Name:
Heatherwood Construction Company
Phone:
239-434-6060
Design Entity:
Davidson Engineering, Inc.
REFERENCED PROJECT:
Project Name:
Hulett Environmental Corporate
Office
Project Location:
3828 White Lake Blvd.
Naples, FL 34117
Project Description:
Corporate Headquarters & Warehouse
Completion Date:
12/2019
Contract Value:
$1,500,000
Project Owner/Title:
Hulett Environmental Services
Owner's Address:
3828 White Lake Blvd.
I Naples, FL 34117
Phone:
239-302-4140
Owner's Contact Person:
Timothy Hulett, President
E-Mail:
tim@bus.com
1. Was project completed timely and within budget? (If not, provide detail)
Yes
2. Was the submittal/review process performed satisfactorily? (If not, provide detail)
Yes
3. Was the construction process performed satisfactorily? (If not, provide detail)
Yes
4. Did the process run smoothly? Were there any changes? Describe below.
Yes; No
5. Was the contract closeout process performed satisfactorily? (If not, provide detail)
Yes
6. Any warranty issues since closeout? Were they responded to and performed satisfactorily?
No
7. Additional comments:
Thev were excellent -- 5 Star!
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Agenda Item #&aii
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Administrative Services Department
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Procurement Services Division
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Solicitation No.:
23-8096
Reference Check by:
Tocia Hamlin -Rosa Sr Pro' Coord
Solicitation Title:
Pelican Bay New Maintenance Facility
Date:
9/13/2023: Made Initial Contact
9/18/2023: Made contact &
reference provided
Bidder's Name:
Heatherwood Construction Company
Phone:
239-434-6060
Design Entity:
Davidson En ineerin , Inc.
REFERENCED PROJECT:
Project Name:
Mason Classical Academy
Project Location:
2647 Professional Circle
Naples, FL 34119
Project Description:
School —Second Floor Renovation
Completion Date:
12/2022
Contract Value:
$2,007,817
Project Owner/Title:
Mason Classical Academy, Inc.
Owner's Address:
2647 Professional Circle
Naples, FL 34119
Phone:
239-880-7584
Owner's Contact Person:
David Hull
E-Mail:
dhull@masonacademy.co
m
1. Was project completed timely and within budget? (If not, provide detail)
Yes, this project was completed timely and within budget.
2. Was the submittal/review process performed satisfactorily? (If not, provide detail)
Yes, the submittal/review process was performed satisfactorily.
3. Was the construction process performed satisfactorily? (if not, provide detail)
Yes, the construction process was performed satisfactorily. Heatherwood was very professional, efficient, and
positive.
4. Did the process run smoothly? Were there any changes? Describe below.
The process ran very smoothly. We felt very comfortable working with Heatherwood. Any changes were
necessary, and Heatherwood handled all situations well.
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Was the contract closeout process performed satisfactorily? (If not, provide detail) Agenda Item #Baii
Yes, the contract closeout process was performed satisfactorily. Page 8of8
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Any warranty issues since closeout? Were they responded to and performed satisfactorily?
We've had no warranty issues since closeout to my knowledge.
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Additional comments:
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We were very happy with Heatherwood's performance and have no complaints!
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Administrative Services Department N
Procurement Services Division o
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VENDOR REFERENCE CHECK LOG
Solicitation No.:
23-8096
Reference Check by:
Tocia Hamlin -Rosa Sr Pro' Coord
9/13/2023: Made Initial
Contact
Pelican Bay New Maintenance
9/18/2023: Made Contact &
Solicitation Title:
Facility
Date:
Received Reference
Bidder's Name:
Heatherwood Construction Company
Phone:
239-434-6060
Design Entity:
Davidson Engineering, Inc.
REFERENCED PROJECT:
Project Name:
Van Otterloo Center for
Family Learning
Project Location:
3655 Westclox St.
Immokalee, FL 34142
Project Description:
New 40,000 sf school
Completion Date:
12/26/2022
Contract Value.
$11,496,565
Project Owner/Title:
Guadalupe Center
Owner's Address:
2640 Golden Gate Parkway
Suite 205, Naples, FL 34105
Phone:
239-657-7154
Owner's Contact
Person:
Dawn Montecalvo, President
E-Mail:
dmontecalvo@guadalupecenter.org
1. Was project completed timely and within budget? (If not, provide detail)
Project was completed within budget with a flew delays due to Covid related supply issues.
2. Was the submittal/review process performed satisfactorily? (If not, provide detail)
Yes.
3. Was the construction process performed satisfactorily? (If not, provide detail)
Yes. They were very attentive to every aspect of the process.
4. Did the process run smoothly? Were there any changes? Describe below.
They were very proactive and supportive with a few architectural design challenges and made it work.
5. Was the contract closeout process performed satisfactorily? (If not, provide detail)
Yes.
6. Any warranty issues since closeout? Were they responded to and performed satisfactorily?
No.
7. Additional comments:
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Administrative Servioes Depa*nent
Procurement Services Division o
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VENDOR REFERENCE CHECK LOG
Solicitation No.:
23-8096
Reference Check by:
Tocia Hamlin -Rosa, Sr Proj Coord
9 13 2023: Made Initial
Contact— No Response
9/18/2023: 2nd Attempt to
Contact —No Responne
Pelican Bay New Maintenance
9 20 2023: 3`d Attempt to
Solicitation Title:
Facility
Date:
Contact —No Response
Bidder's Name:
Heatherwood Construction Company
Phone:
239-434-6060
Design Entity:
Davidson Engineering, Inc.
REFERENCED PROJECT:
Heritage Landing including
14500 Heritage Landing Blvd.
Project Name:
Maintenance Facility
Project Location:
Punta Gorda, FL 33955
Project Description:
Construction of Amenities and Maintenance Facility
Completion Date:
9/2022
Contract Value:
$4,100,000
Project Owner/Title:
Lennar Homes
10481 Ben C Pratt
Six Mile Cypress Parkway
Owner's Address:
Fort Myers, FL 33966
Phone:
239-278-1177
Darin McMurray, Regional Vice
Owner's Contact Person:
President
E-Mail:
Darin.McMurray@Lennar.com
1. Was project completed timely and within budget? (If not, provide detail)
2. Was the submittal/review process performed satisfactorily? (If not, provide detail)
3. Was the construction process performed satisfactorily? (If not, provide detail)
4. Did the process run smoothly? Were there any changes? Describe below.
5. Was the contract closeout process performed satisfactorily? (If not, provide detail)
6. Any warranty issues since closeout? Were they responded to and performed satisfactorily?
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Packet Pg. 452
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PELICAN BAY
BALANCE SHEET
Aug 31, 2023
(UNAUDITED)
OLD FUND NUMBE0.
ASSErs
Cash and Investments
Interest receivable
Trade receNable, net
ROU Lease Receivable -Current
Due from other Funds
Due from other governments
Total assets
LIABILITIES AND FUND BALANCE
Liabilities:
Amounts payable
Wages payable
Retainage payable
Due to other Government
Deferred Inflows -Leases
Commercial Paper Loan
Total liabilities
Fund balances:
Fund balance
Total liabilities and fund balances
Fund Balance at the end of the period
Approved Project Financing Available to Draw
Unspent balance of projects:
Small projects under$200K
50103-PBSD Signage
50126-Beach Renourishment
50211-PBSD OPS BUD
50212-PBSD PHI -SW
50212-PBSD PH2-SW
50272-Streetlight Improvement
51026-PBSD Lake Bank Restoration
51100 Clam Bay Restoration
Total unspent balance of major projects
Budgeted reserves:
991000-Reserve for contingencies
9917OD-Reserve for disaster relief
992090-Reserve for sinking fund
993000-Reserve for capital outlay
994500-Reserve for future construction and Improvement
998000-Reserve for cash
Total budgeted reserves
Budgeted commitments at the end of the period
Pelican Bay Landscape,
Pelican Bay
Street
Safety, Lake &Reach
Clam Bay Capital
Assessment
Financed Capital
Operating Fund
Lighting
Projects
Projects
Funded Activities
Projects
109
118
322
320
323
3007000000
1008000000
304100 "
30400D000D
Total
3042000000
TOTAL
2,732,427.43
372,543.23
J,036,685.80
267,650.65
10,409,307.11
643,688A5
11,052,995.56
8.00 374235.06 37,243.06 37,243.06
2,780,143.16 396,041.07 7,073,920.86 267,650.65 104517,755.74 643,688.45 111610444.19
68,855,30 6,421.56 98,961.20 - 1J4,23J.86 169,88J.94 344,125.80
128,20
64.10
- - 192.30
- 192.30
46,738.73
23*020.57
- - 69,759.30
- 69,759.30
00 2,500,000.00 2,500,0.00
2,500,000.00
1154122.03
294506.23
2598961.20 2744189.46
169887.94 29140]].40
2,664,421.13
366,534.84
4,4]4,959.66
26],650.65
4]3,800.51
4,000,000.00
-
-
276y032.94
-
-
-
-
321,671.26
-
-
-
-
639*068.74
-
-
-
-
34599,063.44
-
-
-
-
659,412J0
-
-
-
-
-
-
4,45],61].82
-
-
149,451.27
-
-
-
-
I,3]],164.19
-
-
237,461.10
6,821,865.14
231JI62.10
4,457,611.82
108,500.00
11,400.00
-
-
I
-
700,000.00
-
-
-
-
110,500.00
50,000.00
110,400.00
-
-
1,394,000.00 101,400,00
110,900.00
1,394,000.00 101,900.00
6,932,265.14
23]A62.30
1,270,421.13 265,134.84
(2,457,305.48)
30,188.55
Financing Recap:
Funding forcurrent sidewalk program planned
6,5001
Funding reserved for future capital projects
3500,000.00
financing Secured
100000,000.00
This Is the difference between Interest
rned on unspent proceeds and
accrued inter sl paid an the borrowing.
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Agenda Item Va
Page 1 of 4
LANDSCAPE & SAFETY COMMITTEE MEETING REPORT
SEPT. 7, 2023
SAFETY
1. SPEEDING and STOP SIGN RUNNERS
a. Sgt. Dear and Cpl. Reed of the CCSO attended the meeting.
After a discussion of these common safety issues and in
addition to onsite CCSO deputy presence, a suggestion
that the PBSD consider utilizing STOP SIGNS with flashing
lights around the octagon at All -Way Stop intersections was
made. The committee and staff will investigate this and
report back to the board.
b. Neil Dorrill, PBSD Administrator, asked that the CCSO
to give the L&S Committee monthly reports on CCSO
Activities in Pelican Bay.
2. US 41 MEDIAN MODIFICATION at the RIGHT TURN ONLY
GULF PARK INTERESECTION - "QUICK CURB"
(see photos)
a. Our Administrator, Neil Dorrill, will explore the possibility if
the 2026 timeline could be moved up if the PBSD funds the
modification.
3. PHASE II SIDEWALK PROJECT UPDATE
a. PBSD Administrator and staff met with QE ownership and
effected a substantial change in performance. Issues with
sod replacement, cement quality on Crayton Rd.,
construction pace, and restoration of completed sidewalk
sites remain. (Be assured that PBSD project managers,
Karin Herrman & Lisa Jacob; Operations Manager, Chad
Coleman, Erin Hinkle (CEI) and our irrigation and landscape
team are working tirelessly on behalf of the Pelican Bay
community to ensure the final result of this project
is commensurate with quality and appearance we expect.)
SUBMITTED BY: Joe Chicurel, L&S Cte. Chairman
Agenda Item #7a
Page 2 of 4
4. OAKMONT PARKWAY SIDEWALK FEASIBILITY STUDY
a. As part of the task to look ahead 5 to10 years and identify
potential issues and needs within the purview of the
Landscape & Safety Committee, an engineering study
was commissioned to determine if a sidewalk could be
placed along Oakmont Parkway. This road connecting
Green Tree and Pelican Bay Blvd. North has no sidewalk.
Residents, family guests, joggers, walkers, bicycles, and
the disabled are forced to use the vehicular traffic lanes.
(Safety and the Americans with Disabilities Act are at issue.)
The committee will continue to explore this long range
potential strategic planning issue.
5. STANDARDIZATION OF STREET SIGN FONTS AND
FRAMES ("PADDLES")
a. Staff asked and the committee unanimously approved
*changing the current glue -on street sign placards, fonts
and their frames known as paddles to a standardized
form that are easily procured and more easily read.
(See photos)
6. TREE PLANTING
a. After much discussion and sharing of opinions, the committee
agreed to start the process of delineating a tree/landscape
plan of action after the sidewalk project is completed.
Our goals are to (1) ensure proper vehicular lines of sight and
safety (2) re-evaluate current landscape and (3) develop
a plan to re -landscape (sod & plants) where necessary and
plant trees consistent with County guidelines (and
consistent with placements that are not in conflict with
future maintenance and aesthetics.
SUBMITTED BY: Joe Chicurel, L&S Cte. Chairman
Agenda Item #7a
Page 3 of 4
From: Breuggeman, Walter Watter.Breuggeman@dol.state.fl.us d
Subject: RE: QUICK CURB
Date: August 15, 2023 at 10:50 AM .. .
To: Joe Chicurel jchicurel@gmall.com
Co: Neil Dorrill, PBSD Administrator neil@dmgfl.com, Agaclnski, David David.Agacinskf@dot.slate.fl.us
Joe,
My sincere apologies for not responding sooner. We do have a resurfacing project —
FPID 441512-1. It is currently proposed to be "let" for construction in July 2026 (Fiscal
Year 2027 funding). It is my understanding we are proposing to "directionalize" Gulf Park
Drive with this resurfacing project. This would ultimately allow for northbound and
southbound left turns off the mainline, but would not allow for the eastbound left turn out
from Gulf Park Drive. (dote this would reinforce the signage already in place to prohibit
the left turn out from Gulf Park Drive,
Thank you,
Walter Breuggeman, P.E.
Traffic Services Program Engineer
FDOT I District 1 - Bartow
Phone (863) 519-2347
Mobile (863) 220-1387
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Agenda Item #7ai
Page 2 of 3
New shape %square) and (size 9"x36") is being proposed to standardize and reduce maintenance.
Proposed backer designed for "slide in frame" and will hold street name sign in place.
COLORS
Pine Ridge Rd
Holes in back plate to attach to pole
10"
5: