Forest Lakes MSTU Minutes 05/02/2023MINUTES
18.A.3
FOREST ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
LAKES 8300 Radio Road - Naples, FL 34104
MINUTES
MAY 2, 2023
I. CALL TO ORDER
Chair Fanning called the meeting to order at 10:00 A.M. A quorum of five was present.
II. ATTENDANCE
Advisory Committee
Marianne Fanning — Chair
Greg Pollock — Vice Chair
Patrick Bernal
George Fogg
Kathy Thomson
Staff
Dan Schumacher — Project Manager
Rosio Garcia — Operations Coordinator (Excused)
Contractors
Aaron Gross - Ground Zero Landscaping
Wendy Warren - Premier Staffing (Transcription)
Public Attendees
Barbara Bell - Resident
Doug Burnham — Quail Run Golf Club
John Goody— Resident
Jack Hedenstrom - Resident
Patrick Unrein — Quail Run Golf Club
Stacie Young — Resident
III. APPROVAL OF AGENDA
Mr. Pollock moved to approve the May 2, 2023, Agenda of the Forest Lakes Roadway and Drainage
M.S. T. U. Second by Ms. Thomson. Carried unanimously 5 - 0.
IV. APPROVAL OF MINUTES — April 4, 2023
Mr. Fogg moved to approve the minutes of the April 4, 2023, meeting as presented.
Second by Mr. Pollock. Carried unanimously 5 - 0.
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping — Aaron Gross
Mr. Gross reported:
• The community landscape is in good condition.
• Coconut palms at the front entrance were pruned.
• A Geiger tree in the vicinity of Tuppence and Unica Lanes will be staked.
• Irrigation is functioning as intended.
Mr. Fogg noted: ii
• The plants and ferns along the fence on Woodshire Blvd., across from Emerald Greens
Condominiums, are doing well. 2
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• Two dead Palm trees by the maintenance building will be replaced.
• Landscape will be embellished during the rainy season.
Mr. Schumacher and Mr. Gross will evaluate the conditions at the front entrance area landscaping
beneath the Royal Palms, in the vicinity of the roundabout, to determine if shade tolerant plants may
be an option..
VI. PROJECT MANAGERS REPORT
A. Budget Report
Forest Lakes MSTU Fund Budget 159 dated May 2, 2023
• The FY-23 Millage rate remains constant at 4.0000 mills.
• Current Ad Valorem Tax, Line 1, is $1,034,200.00; an increase of 13.22% over FY-22
• Transfers and Contributions, Line 11, are $950,656.25; a carryover of unexpended
FY-22 funds (minus 5%).
• Total Revenue, Line 12, is $1,984,856.25, including investment interest, transfers, and
contributions.
• Purchase Orders: (Contractors)
➢ Agnoli, Barber & Brundage - Swales Survey Data Analysis.
➢ Carter Fence — Fence Repairs.
➢ Ground Zero Landscaping —
o Incidentals are for landscape refurbishment and miscellaneous.
o Grounds Maintenance includes irrigation repairs and swale maintenance.
➢ Hart's Electrical — Electrical Maintenance & Repair.
➢ Mettauer Environmental — Routine Lakes Maintenance and Repairs.
➢ Premier Staffing — Transcription Services.
➢ Shenandoah General Construction — Stormwater Pipe Cleaning.
➢ SiteOne Landscape Supply — Irrigation Parts & Pumps.
• Operating Expense, Line 30, is budgeted at $155,956.25; with current Commitments of
$66,335.96, Expenditures of $87,728.70, and a Budget Remainder (unspent operating
funds) of $76,891.59.
• Transfer to the Property Appraiser, Line 31, in the amount of $8,500.00, is for computation
of M.S.T.U. Ad Valorem data for the tax rolls.
• Transfer to the Tax Collector, Line 32, in the amount of $23,500.00, is for collection of
M.S.T.U. millage as part of the annual County tax bill, currently 4.0 mills.
• Transfer to Fund 111, Line 34, in the amount of $63,300.00, is for M.S.T.U. Staff salaries
and accrued County overhead related to M.S.T.U. operations.
• Reserves, Line 38, in the amount of $1,658,600.00, designates two categories, Line 36, in
the amount of $1,258,600.00, for anticipated Maintenance and Capital projects in future
fiscal years and Line 37, in the amount of $400,000.00, for roadway paving.
• Total Budget, Line 39, lists FY-23 M.S.T.U. budgeted funds at $1,909,856.25; with
tabulated Commitments of $66,335.96, Expenditures of $178,225.20, and a Budget
Remainder (total unspent funds) of $1,740,295.09. The Budget amount of $1,909,856.25
does not change during the fiscal year.
Forest Lakes MSTU Requested Budget 159 Fiscal Year 2024
Notes:
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• FY-08 through FY-21 there were two tax levies — one for operating (Fund 159) one for
debt service (Fund 259). The levies totaled $4.0000 per $1,000.00 of taxable value.
• The Bond was fully paid in December of 2020 freeing up the 2.6219 tax millage required
to fund debt service.
• The FY-24 budget levies a total of 4.0000 mills or $4.00 per $1,000.00 of taxable value to
support ongoing maintenance requirements and pay -go capital improvements.
Forecast FY 2023:
• Expenditures are forecast at $170,600.00, in line with the amended Adopted Budget of
$175,500.00.
Current FY 2024:
• Operating expenses include funds for contractual engineering, maintenance and M.S.T.U.
overhead costs.
• The capital improvement reserve of $1,658,600.00 consists of $1,258,600.00 for general
capital projects and $400,000.00 allocated for roadway repaving.
Revenues:
• The Forest Lakes M.S.T.U. Advisory Committee has recommended that the full authorized
millage of 4.0000 per $1,000.00 of taxable value be levied to support ongoing maintenance
requirements and pay -go capital improvements budgeted in Fund (159). This will generate
$1,090,493.01 in property tax revenue based on a taxable value increase of 5.75% over
2023.
Carry Over Funds
Funds not expended in FY-23 are carried forward into the FY-24 budget.
Mr. Schumacher noted:
• The current contract with Ground Zero Landscaping expires this September 2023
Extension of the contract to ensure continuity of service will be requested.
• Agnoli, Barber & Brundage FY-22 Purchase Order for Swales Data Analysis rolled over to
FY-23. There are no engineering projects underway at this time.
• The Shenandoah General Construction pipe scoping and cleaning project is complete; the
expenditure will be recorded in the budget through FY-23.
• The FY-23 millage rate of 4.0000 is necessary to accumulate funds for maintenance of
community assets, including roadway paving and drainage projects, etc. as identified in the
annually updated Capital Asset Plan.
• A budget amendment to finance long-term projects, consistent with the M.S.T.U.
ordinance, may be made upon recommendation by the Advisory Committee and approval
by the Board of County Commissioners (BCC).
• Fund 159 is exclusive to the Forest Lakes M.S.T.U. and cannot be utilized by outside
entities.
Asset Management Plan
• The Asset Management Plan report to identify life expectancies of community assets and
corresponding expenditure projections to fund this maintenance will be updated and presented
to the Committee at a future meeting.
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B. Committee Acknowledgements — Barbara Bell & John Goody
Plaques were presented to Ms. Bell and Mr. Goody acknowledge their years of service to the
Advisory Committee and contributions to the community. Both had served since 2015.
C. Election of Officer - Vice Chair
Nomination for Vice Chair
Mr. Pollock nominated Kathy Thomson for the position of Vice Chair of the Forest Lakes
Roadway and Drainage M.S. T. U. Advisory Committee for one year, or until a successor is
appointed. Second by Mr. Fogg. The motion failed with 2 votes in favor and 3 against.
Ms. Thomson nominated Greg Pollock for the position of Vice Chair of the Forest Lakes
Roadway and Drainage M.S. T. U. Advisory Committee for one year, or until a successor is
appointed. Second by Mr. Fogg. The motion passed with 3 votes in favor and 2 against.
Mr. Pollock assumed the position of Vice Chair.
VII. ONGOING BUSINESS
A. Traffic Signs
Mr. Schumacher reported that a number of signs have been straightened.
B. Roadways
Crosswalks
STATE LAW Yield (Symbol) TO Pedestrian (Symbol) WITHIN CROSSWALK sign, R1-6.
• Staff ordered two signs, twelve (12) by thirty-six (36) inch each, for installation on the
existing signpost on Forest Lakes Boulevard at the Camelia Lane intersection.
• Installation of "Pedestrian Yield" signage will be subsequently considered for other
crosswalks in the community.
Reflective Pavement Markers (RPM)
Vehicles are encroaching on the northwest corner section of the sidewalk in the vicinity of Daisy
Lane.
• The Road Maintenance Division reported RPM's are not the best warning device for
vehicles.
• The standard application is "marking tape" which emits a rumbling noise when cars drive
over it.
• The Division's expertise will be sought for correct installation of the tape.
• The community can revert to RPM's if it is determined the tape is not effective.
Roadway Signage Pine Ridge
Mr. Schumacher will consult with Traffic Operations regarding the installation of a "No Right
Turn" sign on Pine Ridge Road at Woodshire Lane.
Roadway Paving co
• The Road Maintenance Division is researching contractors to perform scientific evaluation
of pavement conditions. E
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• A contract may be awarded in calendar 2023.
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• Mr. Schumacher notified the Division that the Forest Lakes MSTU may be interested in
evaluation of their roadways as a test case.
• The vendor would evaluate the community's roadways to assess the current condition and
estimate remaining service life.
• Woodshire Lane may be considered for the pilot program.
VIII. NEW BUSINESS
A. Lake 15 Wall Breach
Mr. Schumacher received two preliminary estimates for repair of the Lake # 15 wooden retaining
wall. He noted:
• A repair -in -kind (RIK) approach was significantly less than construction of riprap.
• A Scope of Work and Request for Quote (RFQ) are expected finalized in June 2023.
• Timeframe for contract award may be in September, with the project schedule would be
coordinated with Mr. Burnham, General Manager, Quail Run Golf Club.
Swale Maintenance
The County Surveyor has been contacted to obtain survey in the rip -rap infall and outfall locations of
lakes on Quail Run GC.
IX. PUBLIC COMMENTS
Mr. Schumacher will investigate the Lake 9 fountain to determine if it is functioning properly
Michelle Arnold, former PTNE Division Director, retired March 31, 2023. The new Director will be
on board mid -late May.
Mr. Burnham introduced Patrick Unrein, who will attend the meetings on behalf of the Quail Run
Golf Club.
X. ADJOURNMENT
There tieing no firr-ther business to come before the Committee, the meeting ivas adjourned by the
Chair at 11: 03 A.M.
NEXT MEETING: JUNE 6, 2023 - 10:00 A.M.
FOREST LAKES CONDO ASSOCIATION CLUBHOUSE
1058 FOREST LAKES DRIVE, NAPLES, FL 34105
(239) 261-5497
FOREST LAKES ROADWAY AND DRAINAGF_A4 U ADVISORY COMMITTEE
Marianne Fanning, Chair
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The Minutes were approved by the Committee on �; v 2023 as presented ° <or
as amended
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