VW MSTU Agenda 02/06/2023 (2)41.A.2
Vanderbilt Waterway MSTU ,
Advisory Committee
8300 Radio Road
Naples, FL 34104
FEBRUARY 6 2023 1:00 P.M.
Claussen Family Center at Saint John's Church
625 111" Avenue North, Naples FL 34108
Call to order and Pledge of Allegiance
The meeting was called to order by Chair Cuny at 1:00 PM. A quorum of four was present.
The Pledge of Allegiance was recited.
11. Attendance
Advisory Committee Clint Cuny - Chair
Nancy Koeper -- Vice Chair
Thomas M. Burke
Charles Kelly
Rob Talford
Staff Harry Sells — Project Manager
Michelle Arnold — PTNE Director (ZOOM)
Rosio Garcia — Operations Coordinator (ZOOM)
Transcriptionist Wendy Warren - Premier Staffing
111. Approval of Agenda
ice Chair Koeper moved to approve the February 6, 2023, Agenda of the Vanderbilt Waterway
M.S.T.U. Advisory Committee as presented. Second by Mr: Burke. Carried unanimously 4 - 0.
IV. Approval of Minutes 05/02/2022
Chair Cuny moved to approve the May 2, 2022, Minutes of the Vanderbilt Waterway M.S. T. U.
as presented. Second by Ms. Koeper: Carried unanimously 4 - 0.
V. Membership Applications
A. Charles Kelly
Vice Chair Koeper moved to recommend the Board of County Commissioners reappoint
Charles M. Kelly Jr: to the Vanderbilt Waterway M.S.T. U. Advisory Committee for a four-
year term. Second by Mr: Burke. Carried unanimously 4 - 0.
B. Nancy Koeper
Vice Chair Koeper moved to recommend the Board of County Commissioners reappoint
Nancy Koeper to the Vanderbilt Waterway M.S. T. U. Advisory Committee for a four year term.
Second by Mr: Burke. Carried unanimously 4 - 0.
C. Rob Talford
lice Chair Koeper moved to recommend the Board of County Commissioners reappoint
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Rob Talfor•d to the Vanderbilt Waterway M.S. T. U. Advisory Conrnrittee fot• a four year• term.
Second by Mr: Burke. Carried unanimously 4 - 0.
Mr. Kelly arrived A quormn of five was present at 1: 06p.ni.
VI. Election of Officers
Nominations for Chair
Mr. Brake nominated Clint Cuny for the position of Chair of the Vanderbilt Waterway
M.S.T. U. Advisory Committee for one year, or until a successor is appointed. Second by
Ms. Koeper: Nominations were closed and no others were tendered. Mr. Cuny retained
the Chair.
Nominations for Vice Chair
Mr. Burke nominated Nancy Koeper for the position of lice Chair of'the Vanderbilt
Waterway M.S. T. U. Advisory Committee for one year, or until a successor is appointed.
Second by Ms. Koeper. Nominations were closed and no others were tendered. Ms. Koeper
retained Vice Chair.
VII. Renewal and Signing of Bylaws
The Committee discussed the Bylaws for the Vanderbilt Waterway Municipal Service Taxing Unit
with Staff reporting the document is identical to the current Bylaws.
Mr. Burke motioned to approve the Vanderbilt Waterway Municipal Service Taxing Unit
(M.S.T. U.) Bylaws. Second by Vice Chair Koeper: Carried unanimously S - 0.
Chair Cuny, Vice Chair Koeper, Mr. Burke, Mr. Kelly and Mr. Talford signed the Bylaws for the
Vanderbilt Waterway M.S.T.U. Advisory Committee on the 6"' day of February 2023.
VIII. Project Managers Report
A. Channel Status, Procedure for future dredging,
The following documents submitted to the County were distributed by Mr. Sells for
information purposes:
"U'ater Turkey Bay Maintenance Dredging Project" prepared by Humiston & Moore
Engineers, dated May 20, 2019, highlighting the area of the dredging project.
• "Wiggins Pass Maintenance Dredging and Navigalion Improvement Project" prepared
by Coastal Planning & Engineering, Inc, dated January 13, 2012.
o "Wiggins Pass 1111412022 *Soundings in AILLW (Mean Lower Lori, Water)" recording
the channel depth to ensure the 2020 "After Dredge Survey" Mean Low Tide depth of
about 6.5 feet is accurate.
Mr. Sells noted:
® The Coastal Zone Management Department replaced channel markers as necessary
following Hurricane Ian.
a Historical records identify two (2) prior dredges of the Turkey Bay area during the
1960's and 1980's and the permit for the 2019 project expired on March 18, 2022.
• A permit is required from the Florida Department of Environmental Protection and
Army Corps of Engineers, for future dredging projects in Vanderbilt Channel and
Water Turkey Bay.
o A survey is necessary for permit applications and funds are available in the budget for
the activity.
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• Based on prior history, the permit process should take one year to complete.
B. Budget Report
1. rY--23 Budget Report
inderbilt Waterivay M.S.T U. Fund Budget 168 datecl February 2023
• The FY 23 Millage rate remains constant at 0.3000 mills.
• Current Ad Valorem Tax, line 1, is $471,900.00, an increase of 16.95%.
• Transfers and Contributions, Line 10, are $398,300.00 is a carry-over of unexpended
FY-22 funds (minus a reserve of $23,800.00).
• Total Revenue, Line 11, is $873,200.00, including investment interest, transfers, and
contributions.
• Operating Expense, Line 19, is budgeted at $102,800.00; with current Commitments
of $1,609.90, Expenditures of $690.10, and a Budget Remainder (unspent operating
funds) of $100,500.00.
• Other Contractual, Line 13, budgeted at $100,000.00, is allocated for various func-
tions including insurance, surveys, spot dredging and soil fill.
• Transfer to Fund 111, Line 20, in the amount of $17,700.00, is for M.S.T.U. Staff
salaries and accrued County overhead related to M.S.T.U. operations.
• "transfer to the Property Appraiser, Line 23, in the amount of $4,000.00, is for com-
putation of M.S.T.U. Ad Valorem data for the tax rolls.
• Transfer to the Tax Collector, Line 24, in the amount of $10,300.00, is for collection
of M.S.T.U. millage as part of the tax bill, currently 0.3000 mills.
• Transfers Line 25: $9,722,74 of the $4,000.00 budgeted have been expended leaving
a remaining balance of $22,277.26.
• Reserves for Capital, Line 27, in the amount of $738,400.00, is for anticipated
Maintenance and Capital projects in future fiscal years as identified in the Asset
Management Plan.
• Total Budget, Line 28, lists FY 23 M.S.T.U. budgeted funds at $873,200.00; with
tabulated Commitments of $1,609,00.00, Expenditures of $10,412.84, and a Budget
Remainder (total unspent funds) of $861,177.26.
Mr. Sells noted:
• The FY 23 Adopted Taxable Value increase of 16.95%, updated on the February
2023 budget, translates into tax revenue.
• For 2022, the maximum increase on the assessed value of a Homestead property in
Florida has been capped at 3% by the Florida Department of Revenue (FDOR).
• The FY-23 millage rate of 0.3000 will fund future projects, as well as the existing
M.S.T.U. assets identified in the Capital Asset Management Plan, updated annually.
• A budget amendment to finance long-term projects, consistent with the M.S.T.U. or-
dinance, may be made upon recommendation by the Advisory Committee and ap-
proval by the Board of County Commissioners (BCC).
• The loan payoff is not reflected in the budget.
• Fund 168 is exclusive to the Vanderbilt Waterway M.S.T.U. and cannot be utilized by
outside entities.
2. Long Terra Maintenance Plan
The Vanderbilt Waterway Maintenance Plan FY-23 identifies community assets and defines
financial requirements to maintain the known assets. The following was noted:
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• The report addresses timelines for future surveying and dredging of Water Turkey
Bay.
• The three 2019 dredging events for Water Turkey Bay, Wiggins Pass and Caxambas
Pass, originally projected to cost $1.6M were combined with other coastal zone
projects reducing mobilization costs, resulting in an actual expenditure of
$71.1,000.00.
• Future dredging costs are unknown and may be borne by the M.S.T.U. in its entirety
• The channel may require sectional dredges or a complete dredge to a depth of 6.5
feet depending on conditions at the time of the project.
• Long term maintenance projected expense for Vanderbilt Waterway is estimated at
$1.6M. in the year 2032 (without inflation).
o A "Capital Replacement Reserve" of $1,054,700 will be reflected in the FY 24
budget.
• The Maintenance Plan will be reviewed annually.
3. FY 24 Proposed Budget Discussion
Vanderbilt Waterwa M.S T, U. Preflininary Fund Budget 168 dated Februar ; 2024
• FY-24 Ad Valorem Tax Revenue, Line 1, will be revised based on July 1, 2023,
taxable value.
• Investment Interest, Line 4, is credited to the budget.
• Transfers and Contributions, Line 10, of $714,600.00 is the estimated carry-over of
unexpended FY-23 funds (minus a reserve of $23,800.00).
• Other Contractual, Line 14, is budgeted at $100,000.00 as a contingency for
engineering services and unanticipated expenses.
• The Budget must reflect the Other Contractual line item in Operating Expense for a
Purchase Order to be issued. This enables solicitation of quotes and award of
contracts.
• Reserves for Capital, budgeted at $1,054,700.00, includes Carry Over fiends.
• The Total Budget FY-24 is $1,189,500.00.
• The FY 24 budget will be presented to the Committee for recommendation to the
Board of County Commissioners (BCC).
Millage Rate:
The Committee analyzed the Millage Rate with consideration for current and future expenses.
• Revenue Neutral: Lower the current millage rate to maintain the FY-23 income level.
• Millage Neutral: Maintain the current millage rate of 0.3000 mills, increasing revenue
equal to the Ad Valorem property value increase assessed by the County appraiser.
Chair Curry motioned to adopt a Millage Neutral Policy for the FY24 Vanderbilt Waterway
H.S. T. U. Budget, Fund 168, maintaining the millage rate at 0.3000 mills. Second by Vice
Chair Koeper. Carried unanimously 5 — 0.
IX. Old Business
None
X. New Business
None
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XI. Public Comments
None
XII. Member Comments
Ms. Arnold noted Project Manager candidates have been interviewed and a recommendation
submitted to the department responsible for final selection. Committee members will have an
opportunity to meet with the new Manager following the appointment by the County.
XIII. Adjourn
There being no further business for the good of the County, the meeting was adjourned by order of
the Chair at 2:01 P.M.
VANDERBILr, ,/VIYWATEWAY MSTU AIDVISORY COMMITTEE
lint Cuny,
.
The minutes approved by the Advisory Committee on AUZ ' 2023 "as submitted' K
jor
as amended' [�].
NEXT MEETING
To BE DETERMINED
Claussen Family Center at Saint John's Church
625 111 "' Avenue North, Naples, FL 34108
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