PBSD MSTBU Agenda 03/25/2024 (Landscape & Safety Committee)PELICAN BAY SERVICES DIVISION
Municipal Services Taxing & Benefit Unit
NOTICE OF PUBLIC MEETING MONDAY, MARCH 25, 2024
THE LANDSCAPE & SAFETY COMMITTEE OF Inc PELICAN BAY SERVICES
DIVISION WILL MEET AT 1:30 PM ON MONDAY, MARCH 25 AT THE
COMMUNITY CENTER AT PELICAN BAY, 8960 HAMMOCK OAK DRIVE,
NAPLES, FL 34108.
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1. Pledge of Allegiance
2. Roll Call
3. Agenda Approval
4. Approval of 09/07/23 Meeting Minutes
5. Audience Comments
6. Chairman's Comments
7. FDOT Conversation re: US41 & Gulf Park Drive Intersection
8. The PBSD and the Landscape & Safety Committee
a. "What is the PBSDT'
b. What does the PBSD do?
c. What is the L&S Cte.?
d. Accomplishments and Activities
e. PBSD PSA's and Communication to the Residents Through PBF Sources
9. The PB Foundation Strategic Planning Cmte. 3 Year Plan Presentation
10. Adjournment
*indicates possible action item
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
N 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.
3/18/2024 9:10 AM
PELICAN BAY SERVICES DIVISION
LANDSCAPE & SAFETY COMMITTEE MEETING
SEPTEMBER 7, 2023
The Landscape & Safety Committee of the Pelican Bay Services Division met on Thursday,
September 7 at 1:30 p.m. in the Pelican Bay Services Division, I" Floor of the Truist Building,
Suite 102, located at 801 Laurel Oak Drive, Naples, FL. The following members attended.
Landscape &Safety Committee Peter Griffith
Joe Chicurel, Chairman Susan Hamilton
Jack Cullen (absent)
Pelican Bay Services Division Staff Dave Greenfield, Supervisor —Field II
Neil Dorrill, Administrator Karin Herrmann, Project Manager I
Dawn Brewer, Ops. Support Spec. II Lisa Jacob, Project Manager II
Chad Coleman, Operations Manager Barbara Shea, Admin. Support Spec. II
Darren Duprey, Supervisor — Field I (absent)
Also Present
Sgt. Dale Dear, CCSO Denise McLaughlin, PBSD Board (by telephone)
Cpl. Robert Reed, CCSO
APPROVED AGENDA (AS PRESENTED)
1. Pledge of Allegiance
2. Roll Call
3. Agenda Approval
4. Approval of 01/31/23 Meeting Minutes
5. Audience Comments
6. Safety
a. Speeding and Not Stopping at Stop Signs & Solutions (CCSO)
b. US41 Median Modification called a "Quick Curb"
7. Phase II Sidewalk Update (Staff)
8. Oakmont Parkway Sidewalk Feasibility Study Update
9. *Street Name Sign Project (Staff)
10. Tree Planting Project Update and Discussion (Staff)
11. Adjournment
ROLL CALL
Mr•. Cullen was absent and a quorum was established.
Ms. Hamilton
motioned, Mr.
Griffith seconded
to approve the agenda as
nresented. The
motion carried
unanimously.
1
Pelican Bay Services Division Landscape & Safety Committee Meeting
September 7, 2023
Ms. Hamilton motioned, Mr. Griffith seconded to approve the 1/31/23 meeting
minutes as Dresented. The motion carried unanimously.
AUDIENCE COMMENTS
None
SAFETY
SPEEDING AND NOT STOPPING AT STOP SIGNS & SOLUTIONS
Dr. Chicurel commented on his recent observations of vehicles not stopping at the stop
signs at the intersection of Oakmont Parkway and Pelican Bay Blvd. Sgt. Dale Dear, Collier
County Sheriff's Office (CCSO), reported that year-to-date, there have been 128 traffic and
speeding stops in Pelican Bay. Also, year-to-date there have been 528 traffic stops by CCSO on
US41. He suggested that enforcement may be improved by installing (1) rumble strips
approaching stop signs, and/or (2) flashing stop signs (solar powered options are available). Sgt.
Dear commented that another community has installed cameras in their communities, which
enables them to send notices to any traffic violators, including contractors. He commented that
portable speed trailers can provide data, but do not provide any means of enforcement.
Ms. Susan Griffith asked Sgt. Dear to quantify the amount of residential and commercial
vehicles out of the total 128 Pelican Bay traffic stops. Sgt. Dear commented that all of the 128
traffic stops were residents or resident visitors.
Mr. Griffith commented that noisy Quality Enterprise construction vehicles frequently
drive, often at high speeds, on Ridgewood Dr. from 6200 Watergate Way to their sidewalk
construction sites on/near Pelican Bay Blvd. Mr. Coleman commented that staff has discussed
safety issues with Quality Enterprise management and will continue to do so.
Mr. Dorrill commented that CCSO provides a report of monthly traffic stops, warnings,
citations, and DUIs to the management of the Lely community, and requested that we receive a
similar CCSO report. Sgt. Dear commented that he will provide this monthly report to the PBSD
going forward.
US41 MEDIAN MODIFICATION CALLED A "QUICK CURB"
Dr. Chicure l commented on the email received from the State of Florida Traffic Services
(included in the agenda packet) which states that a quick curb will be installed at the intersection
of Gulf Park Dr. and US 41 as part of the state's July 2026 US 41 resurfacing project, which will
prevent eastbound left turns out of Gulf Park Dr. onto US 41. Examples of quick curb installations
were included in the agenda packet. Mr. Dorrill commented that he will follow up with the State
of Florida to determine whether the quick curb could be installed sooner if the PBSD were to fund
this road improvement.
PHASE II SIDEWALK UPDATE
Dr. Chicurel gave a brief overview of the status of our sidewalk project. He commented
that there has been a noticeable improvement in the work product subsequent to Mr. Dorrill's
meeting with QE senior management several weeks ago. He praised staff and Johnson Engineering
(CEI services) for working tirelessly on this project.
Mr. Griffith expressed concerns over the contract's landscape remediation budget. Ms.
Jacob reported that the contact has a budget of $700,000 for irrigation and landscape remediation,
ra
Pelican Bay Services Division Landscape & Safety Committee Meeting
September 7, 2023
and that so far we have been billed approximately $250,000 from QE. Mr. Dorrill reported that
we have assigned Johnson Engineering to complete an audit of the remediation billing to ensure
that we are not double paying for supervision and equipment costs.
Mr. Dorrill commented that 3.25 miles of sidewalk have been completed. He noted that in
the next phase of the project, some of the completed sections will be declared as "out of
compliance." Our County sidewalk inspector has already declared that the sidewalk on the east
side of Crayton Rd. does not meet contract specifications and will need to be replaced at the
expense of QE. Mr. Dorrill commented that an incorrect concrete mix caused problems with the
"finishing" on this section of concrete. He noted that subsequent to his meeting with QE owners
a few weeks ago, the son of the owner is now onsite every day. Overall productivity has increased
as a result of his onsite supervision. Mr. Dorrill also noted that we are no longer seeing issues with
the concrete mix.
Mr. Griffith commented on sections of newly installed sod (by QE as remediation) on
Ridgewood Dr. which are either dead, missing, or of poor quality. Mr. Dorrill and Mr. Coleman
assured Mr. Griffith that we have the right to reject sod and that any dead sod will be rejected. Mr.
Dorrill commented that our CEI contractor maintains daily field notes and that staff meets with
QE and Johnson Engineering every other week; minutes are prepared for each meeting for the
purpose of record -keeping of the project's progress and issues discussed between the parties.
OAKMONT PARKWAY SIDEWALK FEASIBILITY STUDY UPDATE
Dr. Chicurel commented that our PBSD Chairman tasked the Landscape & Safety
Committee to look at the feasibility of installing a sidewalk on Oakmont Pkwy. Our consultant,
DRMP, Inc., prepared a feasibility report on a potential addition of a six-foot wide sidewalk along
the east side of Oakmont Pkwy. from Green Tree Dr. to Pelican Bay Blvd. (dated 6/16/23) which
was provided to the committee. Dr. Chicurel commented that no decisions would be made on this
issue today and that discussion would be to consider the feasibility of a future project. Dr.
Chicurel's input on this issue, based on the report, included the following.
• The PBF Oakmont Lake pathway cannot be considered a substitute for a sidewalk along
Oakmont Pkwy; the pathway is not a connection between roads nor is it ADA compliant.
• A new sidewalk would not need to run the entire length of Oakmont Pkwy.
• A new sidewalk could be five -feet wide and could be installed to run along the roadway
without a two -foot section of sod between the sidewalk and the roadway.
A County Attorney opinion may be needed to determine (1) the feasibility of installing a
sidewalk on this roadway, and (2) our legal standing in regard to existing homeowner
landscaping in the County right-of-way.
Mr. Griffith commented that the DRMP report includes an estimate of $1 million for the
proposed Oakmont Pkwy. sidewalk project, including $17,000 for remediation. He suggested that
this estimate is vastly underestimated, and that a better estimate may be closer to $2 million in
light of (1) DRMP based their estimate on a four -inch thick sidewalk, and (2) $17,000 would not
be sufficient budget for irrigation/landscape remediation for the project. Mr. Griffith suggested
that this issue be tabled for now in light of our ongoing Sidewalk Phase 2 Project.
Dr. Chicurel concluded that the next step would be to obtain County Attorney input/opinion
on the feasibility of installing a sidewalk on Oakmont Pkwy.
MR. D0I2RILL DEPARTED THE MEETING AT 2:17 P.M.
t�
Pelican Bay Services Division Landscape & Safety Committee Meeting
September 7, 2023
STREET NAME SIGN PROJECT
Ms. Jacob commented that our combo stop signs with attached street name signs are non-
standard. She suggested that we make the following changes to our signs.
• Change our combo signs to a standard size which would be cost effective.
• Redesign the sign paddle that the street name fits into.
• Change over to a standard font which is more bold and easier to read (there is an example
of this bold font at the intersection of Pelican Bay Blvd. and Crayton Rd.),
Mr. Coleman suggested that we establish our own 3-5 year contract with a sign contractor
for the replacement of our combo signs.
Ms.
that
our
Hamilton motioned, Mr. Griffith seconded
we accept staffs desire to standardize street
combo street name/stop signs). The motion
to recommend to the full board
name sign paddles and fonts (for
carried unanimously.
TREE PLANTING PROJECT UPDATE
Mr. Griffith commented that we are a first-class community in a landscape crisis, and
suggested that we have no tree planting policy. He noted that we lost 70 trees as part of our
sidewalk project, and many other trees over the past four years. Mr. Griffith suggested that we
need to strategically develop a tree planting policy. Dr. Chicurel commented that there is a County
policy for planting and maintaining trees in the County right-of-way by private property owners,
which was included in the agenda packet.
Mr. Griffith suggested that QE is incapable of finishing the sidewalk project to our
satisfaction and suggested that the PBSD allocates funds to complete landscape remediation where
QE has failed to complete their contract work (such as areas on Ridgewood Dr. with no sod, dead
sod, or sod of poor quality).
Ms. Hamilton commented that Mr. Dorrill has repeatedly stated that we must follow the
sidewalk contract and allow QE to complete the contracted work. Mr. Coleman emphasized that
we must hold QE accountable. Dr. Chicurel agreed that we cannot take over the contract and that
it is premature to take any action.
Ms. Susan Griffith commented on the need for relandscaping all four corners of the
intersection of Ridgewood Dr. and Pelican Bay Blvd. Dr. Chicurel commented that this is a
showcase intersection and agreed with Ms. Griffith's comments. Mr. Coleman commented that
PBSD staff will coordinate with the PBF in developing a relandscaping plan for this intersection.
In conclusion, Dr. Chicurel agreed that we need to develop a framework for future tree -
planting projects which must take into consideration safe corners, bullnoses, and vehicular line of
sight. A plan should prioritize intersections and locations. Dr. Chicurel will schedule a future
Landscape & Safety Committee meeting for strategic planning to develop a tree planting policy.
Mr. Coleman suggested that no new trees are planted until the sidewalk project is completed.
DR. CHICUREL INTRODUCED PBF FACILITIES MANAGER SPENCER
MARCANTONIO
The meeting was ad.iourned at 3:05
Pelican Bay Services Division Landscape & Safety Committee Meeting
September 7, 2023
Joe Chicurel, Chairman
Minutes approved [_J as presented OR L_j as amended ON L date
F
dd 1 oci InAN RAV nnsT - MIO JANUARV 2024
PELICAN BAY SERVICES DIVISION
What is the Pelican Bay Services Division?
By Karin Herrmann, Collier CaunfyPelican Bay Services Division
The Pelican Bay Services
Division (PBSD) Is a division
of Collier County government
and Is also an advisory board
to the Board of County Com-
missloners. It Is made up of 11
elected members and a full-
time county staff.
The PBSD was established
by Collier County ordinance
and given enumerated respon-
sibilities to manage County
assets within a special taxing
district. The Pelican Bay taxing
district Is bordered by Vander-
bilt Beach Road, U.S. 41 and
Seagate Drive.
The PBSD establishes the
budget and assessments
necessary to carry out its
responslbllitles.
Agenda Item NBa
Page 1 of 1
W W W.PELICANOAV.ORO
The PBSD oversees:
• street lighting
• stormwater management
• beach renoudshment
• landscape beautification
and maintenance
• sidewalk maintenance (and,
curtently, the replacement project)
• the health and mainte-
nance of Clam Bay, the man-
groves and Clam Pass
The PBSD works closely
with the Pelican Bay Founda-
tion to Identify the commu-
nity's needs and to provide
enhanced County services
over and above those gener-
allyprovided by Collier County.
If you have any questions,
you may contact PBSD at
239-252-1355. ■
Agenda Item #8b
Page 1 of 1
PBSD RESPONSIBILITIES &POWERS:
1. Street Lighting
2. StormWater Management
3. Beach Renourishment
4. Ambient Noise Management
5. Extraordinary Law Enforcement Service
6 Beautr"fication (but not limited to) of:
-recreation facilities
sidewalk, street, & median areas
7. Identification Markers
8 Maintenance of Preserve &Conservation Areas
9. Restoration of the Mangrove Forest Preserve
10 Landscape Beautification of the US 41 Berm
11. Responsible to Advise the County on Dredging
and Maintaining Clam Pass and Managing the
Health of the Mangroves
Agenda Item #8c
Page 1 of 2
LANDSCAPE & SAFETY COMMITTEE HISTORY
The "Safety' part of the LOCO Committee was created in 2014 when a sepa-
rate Safety Committee was established by then Chairman, Tom Cravens.
As incidents (accidents), concerns and solutions to solve safety issues
arose, it was evident that vegetation overgrowth into pathways and roads
and a lack of timely pruning and maintenance of our landscape was part of
the problem.
Chairman Dave Trecker, in 2015, combined The Landscape Cte.with the
newly formed Safety Cte.( creating The Landscape & Safety Committee).
Reports of serious injuries sustained by residents while walking on
our pathways ignited the issue of bicycling on our narrow paths (sidewalks).
Our sidewalks and roads are County owned and are public. We, Pelican
Bay, therefore can only do so much to change or alter their use. The Coun-
ty allows cyclists to use sidewalks. The L & S Committee passed a motion
to ask the full PBSD Board to approve the striping of Pelican Bay Blvd. and
Gulf Park Dr. for bike lanes in an attempt to reduce the number of cyclists
using the sidewalks. After much Committee debate, resident input, and a
Sept. 3, 2014 Board meeting (attended by a packed room of concerned
residents) a motion from the the L&S Cte, to stripe a designated 4 foot bike
lane on PB Blvd. and Gulf Park Dr. (while retaining two traffic lanes in each
direction) failed by one vote. A compromise motion was made at that board
meeting to have a bike lane facility called a "sharrow" applied (not a des-
ignated 4 foot striped bike lane) to PB Blvd. and Gulfport Dr. This second
motion passed.
A vigorous community education program was developed to help explain
and educate our residents, guests and renters as to the Florida Law and
rules concerning cycling on sidewalks and on the road; and especially on
the meaning of "sharrow" road makings. All Foundation media outlets were
made available to the PBSD and utilized; as well as their IT and marketing
departments.
The program culminated with a Bicycle Safety Workshop and Clinic in Feb.
2015. Continual resident education is needed, however.
Agenda Item #Be
Page 2 of 2
LANDSCAPE & SAFETY COMMITTEE HISTORY
The committee recommended to the full board that the PBSD undertake
to replace our existing aging and poorly maintain asphalt sidewalks
with 6 foot wide concrete (County code) sidewalks wherever possible.
This effort is now a project (as of this writing March 2021).
Funding was negotiated by Neil Dorrill, PBSD Administrator, and Collier
County. ($500,000. per year over 10 years to help with construction costs
and $20,000. per year in perpetuity for maintenance the PBSD
has the responsibility to perform.
After Hurricane Irma, the committee recommended to the full board that
our street and traffic signs be replaced with new bases- this is an ongo-
ing project.
As of March 2021, the committee is developing a recommendation that
a flashing light be placed at the "San Marino" crosswalk to the beach
and berm;
And that a 4-Way Stop be placed at the intersection of Hammock Oak,
Pelican Bay Blvd., and the Crescent.
- Agenda Item #8d
Page t of 2
LANDSCAPE & SAFETY COMMITTEE HISTORY **
PAST OE ONGOING ACTIVITIES:
1. Placement of additional traffic and bicycle safety signs throughout PB.
("SHARE THE ROAD" signs)
2. Elimination and removal of the unsafe rough and raised cobblestones
at cross walks.
3. Annual flower selection approval at PB entrances and medians.
4. Monitoring and eliminating landscaping line of sight issues (ongoing).
5, Maintaining open sidewalks free of landscaping overgrowth and/or
alerting the Foundation of Associations' need to cut back their plants.
6. Elimination of the use of bromeliads as a planting material due to
their acting as a mosquito breeding site.
7. Developing a sidewalk replacement plan throughout Pelican Bay.
8. Establishing a vehicular "cut through" on Gulf Park Dr, opposite the
exit from Oak Lake Sanctuary,
9, Establishing a standard protocol for base stability of signs.
10, Changing out all street lights to LED bulbs.
11. Continue resident education as to the State Law concerning
bicycle use on the road and sidewalks (with the aid of the PB
communications dept.-Arlene Harper).
12, Restoring the 41 Berm landscaping after Hurricane Irma,
13. Memorializing and establishing Landscaping Goals and Guidelines
with a new Landscape Management Plan (ending the "war" on grass).
14, Creating a "RIGHT TURN ONLY" at the exit of Gulf Park Dr. and US 41
15. Placement of "SHARROW" road markings on Pelican Bay Blvd. and
Gulfpark Dr. (alerting drivers to the presence of cyclists and that cyclists
can take the entire lane for their safety was a compromise to
creating designated bike lanes).
16, Changing the color of Pelican Bay decorative sign posts to Glass Black
from Verde Green,
17, Increasing the number of full time landscape employees to allow for
timely landscape maintenance operations.
18. Ongoing effort to address "Line of Sight" (LOS) issues.
Agenda Item #Sd
Page 2 of 2
LANDSCAPE & SAFETY COMMITTEE HISTORY **
19. Iguana irradiation as sightings are reported.
20. "Operation Appleseed" tree planting project (Peter Griffith directed)
21. Ongoing community education through the Post; PBF Wed. e-blast; and
targeted inserts on pedestrian/vehicular/bicycle state/county
laws pertaining to our sidewalks and roads.
Agenda Item #8e
Page 1 of 6
Wednesday e-blasts - concise ALERTS; PSA'S; NOTICES; MEETINGS
INFORMATION
PBSD ALWAYS HAD SECOND PLACE behind the PBF due to need to
inform and alert residents of safety issues, landscaping issues & projects
etc. that would affect them. OFTEN NEEDING REPETiTIVE
PUBLICATION.
Our ask at the PBSD is to get second place position behind important
PBF notices— NOT PHOTOS OF RESIDENTS DANCING ETC. (MORE
POST APPROPRIATE)
MY SUGGESTIONS:
1, a -blast way too long (loses reader attention)- too much content
2. if social photos etc, are published place them after PBF and PBSD
notices and PSA'S
3. go back to being a weekly (sometimes repetitive) vehicle to reach
Foundation members on meetings; critical issues & info affecting their
lives and homes
Pelican Bay as Safety: A are Responsibility
Pelican Bay Foundation
All roads lead to something great in Pelican Bay- if safely navigated)
A reminder that the main roads in Pelican Bay are County roads and provide
connectivity to'major roadways, businesses, retail, restaurants, entertainment, and
everything we love within the community.
We have many residents who share roads and sidewalks in various ways- especially
during the busiest time of year- and want everyone to be safe. Please remember that
your neighbors, their family and friends, and yours are out and about on these roadways
every day.
Safety and Injury prevention for our community is critical. As a friendly reminder, please
fallow the rules of the roads and sidewalks.
• Adhere to stop sign road rules, which apply uniformly to bikerslcyclists and
cars.
• Share the outside "sharrow lanes, which are also intended to be shared with
bikers/cyclists and cars.
Use caution when walking on crosswalks and activate the lights when available.
Cars must come to a stop for pedestrians crossing in the crosswalks, which is a
rude that is highly regulated.
Pay attention and be alert to your surroundings.
Drive Safe. Bike Safe. Walk Safe.
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Agenda Item #8e
Page 3 of 6
FIF
Agenda Item #8e
Page 4 of 6
DID YOU KNOW? The outside traffic lanes on
Pelican Bay Blvd. and Gulf Park Dr. are
SHARROW LANES.
Bicycles can use the entire lane.
This is State Law.
,. Agenda Item#Be
Page'5 of 6
DID YOU KNOW( The sidewalks in Pelican Bay are
Collier County multi -use sidewalks; both bicycles and
pedestrians can use our sidewalks.
BICYCLES MUST ALWAYS YIELD TO PEDESTRIANS.
IT IS FOR SAFETYAND IT 1S THE LAW
SHARED IDEINALK
BIKES YIELD
Agenda Item #8e
Page 6 of 6
DID YOU KNOW ? When passing a bicycle on Pelican Bay roads
and all roads in Florida, there must be 3 FEET SEPARATION between your
car or truck and the bicycle you are passing.
IT'S FLORIDA STATE LAW!
FEET
IT'S THE
LAW
Vision
Nl
To protect, maintain, and enhance the Pelican Bay member experience by providing:
• A pristine natural environment with beaches, mangroves and green spaces
Exceptional facilities, amenities, and activities that foster a vibrant, healthy and social lifestyle
Outstanding member services and a workplace of choice
An ambiance of quiet beauty and commitment to safety
This mission will be achieved with prudent, transparent, and sustainable financial management.
Welcoming Collaborative
Positive
Over 500 acres of Private access to a Members -only
Dlff@rentlaiOr. protected estuary, three-mile long Leading racquet sports beachfronf dining,
mangroves, and beach with facilities and programs fitness, and social
beaches full -services opportunities
Respectful
World class arts,
culture, and shopping
Updated cazezois
March 162024
Our Values
Our guiding beliefs and principles that create the Foundation's culture.
They frame how the Foundation interacts with members, employees,
partnerships and its stakeholders.
Welcoming Collaborative Positive Respectful
Help build and embrace a
sense of community and
belonging for all.
Leverage our collective
genius with a focus on clear
communication, teamwork,
and continuous
improvement.
Be open to new ideas and
utilize creative problem
solving to deliver
exceptional member
satisfaction at all touch
points.
Valuing others by being
honest, courteous, fulfilling
commitments, and behaving
n a moral and ethical
manner.
Agenda Item #9
Page 3 of 6
Pelican may Foundation
Three Year Strategic Plan:
GOAL 1:
Protect Pelican Bay's unique NATURAL ENVIRONMENT not
only for today but for future generations of members.
Objectives:
Support PBSD's proactive and leading -edge approach to:
Prioritize the health of the mangroves, Clam Bay, and Clam Pass.
Maintain the beach and manage beach renourishment from
storms and erosion.
- Monitor and protect our unique natural habitats: Xeric Scrub Oak,
Bay Colony rookery, shore birds.
Ensure the storm water surge protective capabilities of the
mangrove and berm.
Monitor lake/estuary water quality at risk from pollutants
(phosphate, copper)
2. Monitor and influence regulatory issues affecting Pelican Bay at the local,
state, and federal level.
3. Build on current environmental sustainability practices and programs.
GOAL 2:
Provide exceptional FACILITIES that deliver the amenities
members want and ensure Pelican Bay's attractiveness in the
market.
Objectives:
1. Along with Collier County, build and manage upgrades to Pelican Bay
Community Park that delivers new pickleball and enhanced tennis court
amenities for members.
2. Identify the optimal package of amenities for the community long-term
based on usage data, member feedback, competitive analysis, and
industry trends.
Agenda Item #9
Page 4 of 6
3. Develop and begin implementation of a long-term Community Master Plan
that delivers the identified amenities.
4. Maintain excellent member satisfaction with Racquet faces.
GOAL 3:
Provide excellent FOOD and BEVERAGE OPERATONS,
beachside and at other activity hubs in the community, making
them among our members' favorite places to socialize and dine.
Objectives:
Complete Sandbar restoration, identify and implement best use for the Clam
Pass building at South Beach.
2. Develop and implement a comprehensive Food and Beverage business
model, positioning, operations, and financial strategy for the beach restaurants
with the goal of raising overall member satisfaction.
3. Establish an ongoing quantitative member feedback and operations tracking
systems.
4. Assess the need for and identify locations to add Food &Beverage services
no er community activity hubs.
GOAL 4:
Provide a comprehensive suite of ACTIVITIES and
PROGRAMMING that foster a vibrant, healthy lifestyle and sense
of community for members.
Objectives:
1. Incorporate new, innovative activities and programming that meet
members' needs and promote healthy living.
2. Establish a member feedback system for current and future programming.
Agenda Item #9
Page 5 of 6
Support and foster member -organized and led activities and
programming.
4. Enhance activity and program coordination, support, and community
awareness.
GOAL 5:
Consistently deliver OUTSTANDING MEMBER SERVICES that
are proactive, friendly, convenient, and cost effective.
Objectives:
1. Create a workplace of choice that attracts, retains, and grows top talent.
2. Develop aMember-Centric Culture of Excellence that reflects our values
and delivers a Member Experience that meets or exceeds expectations
across all touchpoints.
3. Implement systematic member amenity usage and satisfaction tracking
and reporting.
4. Fully integrate and maximize capabilities of the new technology system
introduced in Q4 2023, inclusive of data protection.
5. Assess member communications and develop plans to ensure timely,
relevant, and effective delivery across diverse media platforms.
GOAL 6:
Maintain and enhance Pelican Bay's INFRASTRUCTURE,
VISUAL APPEAL, and AMBIANCE of quiet beauty.
Objectives:
Work in partnership with PBSD on a multi -year plan based on shared
understanding of Foundation/Member input, and PBSD capability/capacity for:
c Landscape: restoration and enhancement of PBSD areas of responsibility.
o Safety: pedestrian/bike, traffic, and speed management
o Infrastructure: surface water management systems
o Storm resiliency
Agenda Item #9
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2. Create a Landscape Master Plan covering standards, jurisdiction, and
enforcement for PBSD, Foundation, HOA, and Single -Family property
responsibilities.
3. Initiate a long-term rebranding strategy for the community.
4. Improve the capabilities of community wide bulk media services by leveraging
the contract renewal process.
5. Develop a position statement on EV vehicles (cars, bikes, golf carts)
6. Approach FPL regarding a study of the community's future electric capacity
requirements and storm resilience, including potential for solar array/ battery
infrastructure for storm recovery.
GOAL 7;
Develop and implement aforward-looking FINANCIAL
STRATEGY that ensures our position as SW Florida's premier
coastal community and enhances property values, while retaining
our history of prudent financial management.
Objectives:
1. Develop amulti-year financial plan that generates the capital and operating
funds necessary to realize the Three-year Strategic Plan Goals and the long-
term Community Master Plan.