Forest Lakes Agenda 07/02/2024
July 2, 2024 Forest Lakes MSTU 1/1
AGENDA
July 2 , 2024
I. CALL TO O RDER
II. A TTENDANCE
Advisory Committee:
Greg Pollock – Chair (4/21/2026) Marianne Fanning (4/21/2026)
Kathy Thomson – Vice Chair(4/21/2027) Jerry Norsic (4/21/2028)
Patrick Bernal (4/21/2027)
County Staff:
Brian Wells – Director, PTNE
Dan Schumacher – MSTU Project Manager
Contractor(s):
Aaron Gross – Ground Zero Landscaping
III. APPROVAL OF A GENDA
IV. APPROVAL OF M INUTES – J UNE 4
V. CONTRACTOR R EPORTS
A. Ground Zero Landscaping – Aaron Gross
VI. P ROJECT M ANAGERS R EPORT – Dan Schumacher
A. B UDGET R EPORT
B. MSTU Asset Management Review
VII. O NGOING B USINESS
A. Fountain Maintenance & Repairs –
B. Drainage Swales – Rip-Rap Data and Plats & Easements
VIII. N EW B USINESS
A. Lake 15 Wall
B. Repaving Assessment
C. Shopping Center Ficus Hedge
IX. COMMITTEE M EMBER C OMMENTS
X. P UBLIC C OMMENTS
XI. ADJOURNMENT
NEXT M EETING
A UGUST 6 TH, 202 4 - 10:00 AM
F OREST L AKES C ONDO ASSOCIATION C LUBHOUSE
1058 F OREST LAKES D RIVE, N APLES, FL 34105
(239) 261-5497
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road
Naples, FL 34104
MINUTES
June 4, 2024 Forest Lakes MSTU 1/6
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road - Naples, FL 34104
MINUTES
JUNE 4, 2024
I. CALL TO ORDER
Chair Pollock called the meeting to order at 10:00 A.M. Roll call was taken, and a quorum of five
was present.
II. ATTENDANCE
Advisory Committee Greg Pollock – Chair
Kathy Thomson – Vice Chair
Patrick Bernal
Marianne Fanning
Jerry Norsic
Staff Brian Wells – Director, PTNE (Excused)
Dan Schumacher – Project Manager
Rosio Garcia – Operations Coordinator (Excused)
Contractors Aaron Gross - Ground Zero Landscaping
Wendy Warren - Premier Staffing (Transcription)
Public Attendance Barbara Bell – Resident
William Csogi – Resident
Marlene DeRaeve – Resident
Craig Frankel – Resident
Jack Hedenstrom - Resident
Rick Korb – Quail Run Golf Club
John Ribes – Resident
Stacie Young – Resident
III. APPROVAL OF AGENDA
Ms. Thomson moved to approve the June 4, 2024, Agenda of the Forest Lakes Roadway and
Drainage Advisory Committee MSTU. Second by Ms. Fanning. Carried unanimously 5 - 0.
IV. APPROVAL OF MINUTES – May 7, 2024
Ms. Fanning moved to approve the minutes of the May 7, 2024, Forest Lakes MSTU Advisory
Committee meeting as presented. Second by Mr. Norsic. Carried unanimously 5 - 0.
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping – Aaron Gross
Mr. Gross reported:
• The community landscaping is in good condition.
• Seasonal flower plantings will be monitored for heat stress.
• Areca Palms were pruned.
• Invasive vines encroaching on the southeast fence were cleared.
• Irrigation is functioning as intended.
MINUTES
June 4, 2024 Forest Lakes MSTU 2/6
Mr. Schumacher noted:
Landscape Maintenance
• Vegetation debris was removed from the end of Camelia Lane and Lake 5 outfall toward
the Gordon River Canal.
Grounds Maintenance Multi-Year Contract
• Ground Zero Landscaping’s multi-year contract for three (3) years with a two (2) 1-year
renewal options is on the June 25, 2024 Board of County Commissioners (BCC) Agenda
for approval.
VI. PROJECT MANAGERS REPORT – Dan Schumacher
A. Budget Report
(The full report is included in the distributed Agenda meeting packet, which is accessible at the
link shown at the end of these Minutes).
Forest Lakes MSTU Fund 1626 Budget for June 4, 2024, prepared May 28, 2024.
Mr. Schumacher provided an overview of the budget highlighting:
• Purchase Orders
1. City of Naples – reclaimed irrigation water.
2. FPL – electricity.
3. Agnoli, Barber & Brundage (LJA) – engineering services.
4. Ground Zero Landscaping – grounds maintenance
a. Incidentals – landscape materials and refurbishment.
b. Maintenance – regular landscape, swales & irrigation maintenance.
5. Hart’s Electrical – lamp pole #106 replacement.
6. McShea – roadway pavement markers (rpm’s)
7. Mettauer Environmental – lake weed control and aerator maintenance.
8. Mettauer Environmental – lake fountain maintenance.
9. Premier Staffing – transcription services.
10. Shenandoah General Construction – stormwater pipe scoping & cleaning.
11. Simmonds Electrical – lighting & general electrical services.
12. SiteOne Landscape Supply – irrigation parts and pumps.
• Budget Summary
a. Line 1, Revenue – Millage Collected and Interest budgeted at $1,180,800.
b. Line 2, Carry Forward – Unexpended Prior Year (2023) Funds 1,693,412.
c. Line 3, Revenue Total – A total of $2,874,212.
d. Line 22, Operating Expense – Of the $255,412 budgeted, $56,842 is committed to existing
Purchase Orders and $128,527 is expended, leaving the remainder of $70,042 available
within budget for additional operating expenses as needed.
e. Line 26, County Overhead – Of the $104,200 budgeted, $100,895 has been transferred and a
balance of $3,304 remains for transfer. (PTNE Staff & support, Property Appraiser & Tax
Collector).
f. Line 27, Reserves for Capital - A balance of $2,114,600 remains for improvement projects.
g. Line 28, Reserves for Roadway Paving – $400,000 of budgeted Capital Reserve funds are
designated for roadway paving.
h. Line 29, Capital Reserves total balance is $2,514,600 (the combined total of Lines 27 and
28).
MINUTES
June 4, 2024 Forest Lakes MSTU 3/6
i. Line 30, All Expenses – Of the $2,874,212 budgeted, tabulated Commitments to existing
Purchase Orders total $56,842 and $229,422 has been expended, leaving a remainder of
$2,587,946 available for MSTU expenditures.
• General
a. MSTU Tax Rate: 4.00 Mills (0.4%) to maintain MSTU Roadways and Stormwater
Drainage within the taxing district.
b. Gross taxable value increased 14.22% FY-23 to FY-24 generating additional revenue of
$146,628 for the MSTU.
c. Funds collected by the Forest Lakes MSTU cannot be utilized outside of the MSTU.
Mr. Schumacher noted:
• Agnoli, Barber & Brundage (ABB) has been purchased by LJA Land Development (LJA),
headquartered in Houston, TX. A review of the SAP system indicates the new company
has been established as a County vendor.
• New Purchase Orders for maintenance and incidentals will be issued to Ground Zero
Landscaping upon BCC approval of the new multi-year contract. The current Purchase
Orders will be closed pending receipt and payment of invoices pertaining to the prior
contract.
• Mettauer’s contract for lake vegetation maintenance expires September 2024. A quote will
be requested for service after that date.
• Shendandoah General Constructions’ invoice for a video inspection, storm drainpipe
cleaning and repairs on Woodshire Lane has been paid.
• McShea Contracting invoice for installation of 175 roadway pavement markers (RPM’s)
on Forest Lakes Boulevard between Eucalyptus and Camelia Lanes will be paid.
• The Purchase Order for Hart’s Electrical will be closed out.
• Simmonds Electrical provided a cost quote to repair up to thirty-five lamp outages,
fourteen of which are confirmed.
• The Lake 15 retaining wall repair will be funded from the Reserves for Capital category.
FY-25 Budget Process
• The FY-25 budget process is typically finalized in July of the current fiscal year.
• The millage rate of 4.00 per $1,000 of Ad Valorem taxable value will be continued in
FY-25 and subsequently reviewed again for FY-26.
• The Fiscal Year 2025 budget is effective October 1, 2024.
B. MSTU Asset Management Review – Rev 1
Mr. Schumacher reported:
• The Capital Asset Plan report, dated June 4, 2024, to estimate service life expectancies of
MSTU assets and corresponding expenditure projections to fund maintenance, was presented
to the Committee.
• Assets include roadway pavement, stormwater drainage swales & structures, landscaping &
irrigation, lake fountains & weed control, seawalls, sidewalks & lighting, and fencing.
• Maintenance and repair estimates through 2028 total $2,140,995. The primary expenditures
are attributed to roadway paving and lake retaining wall replacements.
MINUTES
June 4, 2024 Forest Lakes MSTU 4/6
• The data is provided to the Office of Budget Management (OMB) to assist with budget
planning and justification for the MSTU millage rate.
C. Lake Wall 15
Mr. Schumacher reported:
A Request for Quote (RFQ) for bid solicitation for repair of the Lake #15 bulkhead was issued to
six
County approved marine contractors under contract #19-7624.
• The RFQ was structured as a design-build project.
• Two bids were received. Three bids are required to award a contract.
• Additionally, the bids received were too dissimilar for equal comparison.
• As a result, the procurement process will be reset in two phases; the first for Design and
second for Construction.
• Material deliveries will be staged in the Golf Course parking lot and equipment access will
be coordinated with Mr. Burnham, Manager, Quail Run Golf Club.
• The project time frame is third or fourth quarter 2024.
VII. ONGOING BUSINESS
Mr. Schumacher reported:
A. Fountain Maintenance and Repairs
Lake 14
• With new replacement spray nozzles obtained under warranty, the two fountains have
been reinstalled and activated.
• The nozzles, to be installed in June, will create a consistent pattern of water.
Lake 9
• A Request for Quote (RFQ) based on time and materials will be issued to procure a new
replacement aerator fountain.
B. Drainage Swales – Riprap Data and Plats & Easements
Mr. Schumacher reported:
• He will contact ABB to obtain an updated quote for services, process a Work Order and
schedule the project timeline.
• The project will incorporate recent survey data of the Forest Lakes MSTU - Quail Run
Golf Club swales into the plans prepared in 2022, as approved by the Committee on
August 29, 2023, including riprap locations and confirmation of easement and property
lines in select areas.
• The report will enable an objective evaluation of the golf course swale areas which need to
be reconfigured.
VIII. NEW BUSINESS
A. Repaving Assessment
Mr. Schumacher reported:
• Forest Lakes roads are in County inventory but not maintained by the County.
MINUTES
June 4, 2024 Forest Lakes MSTU 5/6
• The County contracted Roadway Asset Services, LLC (RAS) to collect video and GPS
data of the roadway. The information will be used to evaluate the pavement so the County
may plan and manage the maintenance and rehabilitation of the roadway network.
• Availability of data collected and input into the Cartegraph Asset Management system is
expected in September 2024.
• Preferred Materials recommended the cost estimate for paving be increased 15% from the
quote provided and recorded in the Asset Management Plan in 2020.
• A 1.5-inch leveling course of asphalt will be installed to conform to the County standard
and extend the life of the roadways. One roadway per year will be considered for paving.
• An Invitation to Bid for the Woodshire Lane paving project is anticipated for fall of 2024
with work commencing early 2025.
B. Shopping Center Ficus Hedge
Mr. Schumacher reported:
• Two complaints have been filed with Code Enforcement division concerning the poor,
insufficient condition of The Crossings shopping center’s screening hedge along
Woodshire Blvd, the east boundary of the community.
• Code Enforcement has inspected the hedge and determined the condition constitutes a
code violation.
• Both responsible parties have been notified of the required ______.
IX. COMMITTEE MEMBER COMMENTS
None
X. PUBLIC COMMENT
Traffic Calming
• Jack Hedenstrom of the Woodshire Villa condominiums requested installation of a crosswalk
on Woodshire Lane, between the condominium’s units and swimming pool area across the
street for safety purposes.
• He provided a site plan of the area and the proposed crossing.
• Previously the county Traffic Operations Division (TOD) engineering visited the site and
determined the area does not meet the national MUTCD* criteria for a crosswalk based on
insufficient automobile and pedestrian traffic volumes.
• TOD recommended that landscaping trees and foliage in the vicinity of and approaching the
three condominium driveways be pruned-back to provide sufficient line-of-sight visibility.
• Discussion ensued with residents regarding MSTU guidelines, including signage and painting
strips on the road.
Mr. Schumacher will research possible avenues to address the concern and present his findings at a
future meeting.
* Manual on Uniform Traffic Control Devices
MINUTES
June 4, 2024 Forest Lakes MSTU 6/6
XI. ADJOURNMENT
There being no further business to come before the Committee, the meeting was adjourned by the
Chair at 10:54 A.M.
FOREST LAKES ROADWAY AND DRAINAGE MSTU ADVISORY COMMITTEE
________________________________
Greg Pollock, Chair
The Minutes were approved by the Committee on ,2024 as presented ____, or
as amended ____.
https://www.collierptne.com/mtsu/forest-lakes-roadway-drainage-advisory-commitee/
NEXT MEETING: JULY 2, 2024 - 10:00 A.M.
FOREST LAKES CONDO ASSOCIATION CLUBHOUSE
1058 FOREST LAKES DRIVE
NAPLES, FL 34105
(239) 261-5497
Forest Lakes M.S.T.U.
Fund 1626
July 2, 2024
FY-24 Vendor Item PO# Budget Commitments Expenditures Available
1 MILLAGE COLLECTED & INTEREST MSTU Revenues (1,180,800.00)$ -$ (1,191,863.30)$ 11,063.30$
2 CARRY FORWARD Unexpended Prior Year Funds (1,693,412.12)$ -$ -$ (1,693,412.12)$
3 ALL REVENUES (2,874,212.12)$ -$ (1,191,863.30)$ (1,682,348.82)$
LJA Land Development (formerly ABB Stormwater Engineering 450022- - - -25,000.00$ -$ -$
4 ENG. FEES & OTHERS (631400)25,000.00$ -$ -$ 25,000.00$
5 INDIRECT COST REIMBURSE Collier County Indirect Cost Direct Pay 5,700.00$ -$ 5,700.00$ -$
P-card Tree Scaping TRX 5911-13 -$ -$
Ground Zero Landscaping Landscape Incidentals 4500226908 2,000.12$ 3,999.88$
6 LANDSCAPE INCIDENTALS (634990)10,000.00$ 2,000.12$ 3,999.88$ 4,000.00$
Ground Zero Landscaping Grounds Maintenance 4500226908 18,500.00$ 41,500.00$
7 OTHER CONTRACTUAL (634999)103,700.00$ 18,500.00$ 41,500.00$ 43,700.00$
Mettauer Environmental Aquatic Vegetation Control 4500223616 1,725.00$ 5,460.00$
Mettauer Environmental Lake Fountain Maintenance 4500228515 625.00$ -$
Naples Awards Plaque G Fogg 4500229702 -$ 76.50$
Shenandoah Stormwater Pipe Scope & Clean - East 4500228430 11,776.20$ 51,978.80$
McShea Roadway Pavement Markers (RPMs)4500230766 1,561.60$
8 OTHER CONTRACTUAL (639990)66,900.00$ 14,126.20$ 59,076.90$ (6,303.10)$
9 ELECTRICITY FPL Electricity 4700004874 15,000.00$ 9,228.07$ 8,991.93$ (3,220.00)$
10 WATER & SEWER City of Naples Water - Reclaimed Irrigation 4700004875 1,500.00$ 375.67$ 1,124.33$ -$
11 INSURANCE GENERAL Collier County Insurance Direct Pay 500.00$ 125.00$ 375.00$ -$
12 SPRINKLER SYSTEM SiteOne Irrigation Parts & Pumps 4500227396 1,500.00$ 2,506.06$ 193.94$ (1,200.00)$
13 MULCH 1,000.00$ -$ -$ 1,000.00$
Hart's Electrical (FY-23)Electrical Services 4500220484 -$ 9,580.32$
Simmonds Electrical (FY-24)Electrical Services 4500226938 4,610.00$ 390.00$
14 LIGHTING MAINTENANCE (646451)18,412.12$ 4,610.00$ 9,970.32$ 3,831.80$
15 LICENSE & PERMITS 2,000.00$ -$ -$ 2,000.00$
16 Premier Staffing Transcription 4500227901 1,418.65$ 1,559.25$
17 OTHER MISCELLANEOUS (649990)3,000.00$ 1,418.65$ 1,559.25$ 22.10$
18 OFFICE SUPPLIES 100.00$ -$ -$ 100.00$
19 COPYING CHARGES J.M. Todd Copier CPC 4500227403 200.00$ 68.63$ 81.37$ 50.00$
20 FERT HERB CHEM 600.00$ -$ -$ 600.00$
21 OTHER OPERATING 300.00$ -$ -$ 300.00$
22 OPERATING EXPENSES 255,412.12$ 52,958.40$ 132,572.92$ 69,880.80$
23 PTNE STAFF & DIVISION OVERHEAD -2.4%70,300.00$ -$ 70,300.00$ -$
24 PROPERTY APPRAISER -0.3%9,000.00$ -$ 6,355.58$ 2,644.42$
25 TAX COLLECTOR -0.9%24,900.00$ -$ 24,740.93$ 159.07$
26 COUNTY OVERHEAD 3.6%104,200.00$ -$ 101,396.51$ 2,803.49$
27 RESERVES FOR CAPITAL 2,114,600.00$ -$ -$ 2,114,600.00$
28 RESERVES FOR ROADWAY REPAVING 400,000.00$ -$ -$ 400,000.00$
29 CAPITAL RESERVES 2,514,600.00$ -$ -$ 2,514,600.00$
30 ALL EXPENSES 2,874,212.12$ 52,958.40$ 233,969.43$ 2,587,284.29$
31 FY-24 BUDGET GRAND TOTAL = ALL REVENUES - ALL EXPENSES -$ 52,958.40$ (957,893.87)$ 904,935.47$
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Forest Lakes M.S.T.U.
Fund 1626
July 2, 2024
129,715,669 FY 13 Final Taxable Value -2.4%Total Available Balance 2,587,284.29$
129,977,881 FY 14 Final Taxable Value 0.2% Plus Commited And Not Spent 52,958.40$
140,171,072 FY 15 Final Taxable Value 7.8%
152,711,783 FY 16 Final Taxable Value 8.9%Estimated Cash 2,640,242.69$
165,722,702 FY 17 Final Taxable Value 8.5%
190,428,196 FY 18 Final Taxable Value 14.9%
202,132,375 FY 19 Final Taxable Value 6.1%Prepared 06.25.2024 ZS
210,299,015 FY 20 Final Taxable Value 4.0%
219,999,549 FY 21 Final Taxable Value 4.6%
227,701,198 FY 22 Final Taxable Value 3.5%
257,799,765 FY 23 Final Taxable Value 13.2%+6.3% Average
$294,456,887 FY 24 Gross Taxable Value
14.22%Adjustment FY 23 to FY 24
FY 24 Gross MSTU Revenue FY 23
Millage 4.0000 4.0000 4.0 mill cap
Tax Dollars $1,177,828 $1,031,199 $146,628 Increase
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