Forest Lakes Agenda 12/03/2024December 3, 2024 Forest Lakes MSTU 1/1
AGENDA
December 3, 2024
I.CALL TO O RDER
II.ATTENDANCE
Advisory Committee:
Greg Pollock – Chair (4/21/2026)
Kathy Thomson – Vice Chair (4/21/2027)
Marianne Fanning (4/21/2026)
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 AGENDA
IV.APPROVAL OF MINUTES – NOVEMBER 5, 2024
V.CONTRACTOR REPORTS
A.Ground Zero Landscaping – Aaron Gross
VI.PROJECT MANAGERS REPORT – Dan Schumacher
A.BUDGET REPORT
B.Curb Replacements – Woodshire Ln
C.Shopping Center Screening – Hedge & Fence
D.Lake 9 Fountain Replacement
VII.ONGOING BUSINESS
A.Lake 15 Wall Replacement
VIII.NEW BUSINESS
A.Pa ving Contract
B.Quail Run Lakes – Rip-R ap Replenishment
IX.COMMITTEE MEMBER COMMENTS
X.PUBLIC COMMENTS
A.Woodshire Villa – Traffic Calming Options
XI.ADJOURNMENT
NEXT M EETING
J ANUARY 7 TH, 2025 - 10:00 AM
FOREST L AKES C ONDO ASSOCIATION C LUBHOUSE
1058 F OREST L AKES DRIVE, N APLES, FL 34112
(239)261-5497
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road
Naples, FL 34104
December 3, 2024 Forest Lakes MSTU 1/1
AGENDA
December 3, 2024
I.CALL TO O RDER
II.ATTENDANCE
Advisory Committee:
Greg Pollock – Chair (4/21/2026)
Kathy Thomson – Vice Chair (4/21/2027)
Marianne Fanning (4/21/2026)
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 AGENDA
IV.APPROVAL OF MINUTES – NOVEMBER 5, 2024
V.CONTRACTOR REPORTS
A.Ground Zero Landscaping – Aaron Gross
VI.PROJECT MANAGERS REPORT – Dan Schumacher
A.BUDGET REPORT
B.Curb Replacements – Woodshire Ln
C.Shopping Center Screening – Hedge & Fence
D.Lake 9 Fountain Replacement
VII.ONGOING BUSINESS
A.Lake 15 Wall Replacement
VIII.NEW BUSINESS
A.Pa ving Contract
B.Quail Run Lakes – Rip-R ap Replenishment
IX.COMMITTEE MEMBER COMMENTS
X.PUBLIC COMMENTS
A.Woodshire Villa – Traffic Calming Options
XI.ADJOURNMENT
NEXT M EETING
J ANUARY 7 TH, 2025 - 10:00 AM
FOREST L AKES C ONDO ASSOCIATION C LUBHOUSE
1058 F OREST L AKES DRIVE, N APLES, FL 34112
(239)261-5497
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road
Naples, FL 34104
Page 1672 of 2001
MINUTES
November 5, 2024 Forest Lakes MSTU 1/5
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road - Naples, FL 34104
MINUTES
NOVEMBER 5, 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 Doug Burnham – Manager, Quail Run GC
Paul Carletta - Resident
John Guido - Resident
Jack Hedenstrom – Resident
Deborah Hestrap – Resident
Harry Koploy – Resident
Rick Korb – Resident
Stacie Young – Resident
III. APPROVAL OF AGENDA
Mr. Bernal moved to approve the November 5, 2024, Agenda of the Forest Lakes Roadway and
Drainage Advisory Committee MSTU. Second by Ms. Fanning. Carried unanimously 5 - 0.
IV. APPROVAL OF MINUTES – October 1, 2024
Mr. Bernal moved to approve the minutes of the October 1, 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:
• Seasonal annuals will be planted this month.
• Shrubs damaged by Hurricane Milton were replaced.
• Perimeter tree canopies were lifted to improve sidewalk clearance.
• Fertilization is scheduled for November.
• Broken irrigation heads were replaced.
Page 1673 of 2001
MINUTES
November 5, 2024 Forest Lakes MSTU 2/5
Mr. Schumacher noted:
• The irrigation system is functioning as intended; however, data is not being transmitted to
cell phones. The system will be diagnosed, and component(s) replaced to reactivate data
transmission – as needed.
• A determination will be made for lighting maintenance and lamp replacement
responsibilities for the front entry sign.
• A block wall will be constructed to retain soil running off on Woodshire Lane. Vegetation
will be pruned and sidewalk dirt and debris removed at that time.
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 November 5, 2024, prepared October 30, 2024.
Mr. Schumacher provided an overview of the budget highlighting:
• Purchase Orders
1. City of Naples – reclaimed irrigation water.
2. FPL – electricity.
3. Ground Zero Landscaping – grounds maintenance
a. Incidentals – landscape materials and refurbishment.
b. Maintenance – regular landscape, swales & irrigation maintenance.
4. LJA Land Development – engineering services (planned)
5. Mettauer Environmental – lake weed control and aerator maintenance.
6. Pavement Maintenance – sidewalk & concrete valley gutter replacements.
7. Premier Staffing – transcription services.
8. Simmonds Electrical – lighting & general electrical services.
9. SiteOne Landscape Supply – irrigation parts and pumps.
• Budget Summary
a. Line 1, Revenue – Millage Collected and Interest budgeted at $1,288,800.
b. Line 2, Carry Forward – Unexpended Prior Year (2024) Funds 2,504,100.
c. Line 3, Revenue Total – A total of $3,772,900.
d. Line 22, Operating Expense – Of the $311,200 budgeted, $128,468 is committed to
existing Purchase Orders and $12,134 is expended, leaving the remainder of $170,597
available within budget for additional operating expenses as needed.
e. Line 26, County Overhead – Of the $108,500 budgeted, $797 has been transferred and a
balance of $107,702 remains for transfer. (PTNE Staff & support, Property Appraiser &
Tax Collector).
f. Line 27, Reserves for Capital - A balance of $2,953,200 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 $3,353,200 (the combined total of Lines 27 and
28).
i. Line 30, All Expenses – Of the $3,772,900 budgeted, tabulated Commitments to existing
Purchase Orders total $128,468 and $12,931 has been expended, leaving a remainder of
$3,631,499 available for MSTU expenditures.
j. Unexpended funds will carryforward to the FY-26 budget.
Page 1674 of 2001
MINUTES
November 5, 2024 Forest Lakes MSTU 3/5
• General
a. MSTU Tax Rate: 4.0 Mills (0.4%) to maintain MSTU Roadways and Stormwater Drainage
within the taxing district.
b. The millage rate of 4.00 per $1,000 of Ad Valorem taxable value will continue in
FY-26 and subsequently reviewed again for FY-27.
c. Funds collected by the Forest Lakes MSTU cannot be utilized outside of the MSTU.
Mr. Schumacher noted:
• The Ad Valorem property tax value increased 7.65% for fiscal year 2025 over 2024
generating additional revenue of $87,975.
• Simmonds Electrical submitted a cost quote to evaluate the photo eye electrical circuit
from Woodshire Lane to Forest Lakes Boulevard and replace lamp fixtures outages.
• Mettauer’s contract for lake vegetation maintenance continues through February 2026.
• The Lake 15 retaining wall repair will be funded from the Reserves for Capital category.
B. Curb Replacements – Woodshire Lane
Mr. Schumacher reported:
• Pavement Maintenance, LLC. (PMI) replaced and/or repaired 100 lineal feet of valley
gutter on the west side and drain inlets on the east side of Woodshire Lane.
• The expenditure will be within the $25,000 allowance approved by the Committee on
October 1, 2024.
C. Shopping Center Screening - Hedge & Fence
Mr. Schumacher reported:
Landscape Installation
• Kite Realty Group removed the Ficus hedge and installed vegetation screening bordering
the Pine Ridge Crossing Shopping Center and Woodshire Lane, the east boundary of the
community.
• Code Enforcement approved the hedge installation noting it met the improvement
requirements, including an insubstantial change. The Code Enforcement case has been
closed.
Fence Installation Woodshire Lane/Pine Ridge Crossing Shopping Center
• The area between Woodshire Lane and the Pine Ridge Crossing shopping center houses
utilities and a steep washed-out roadway berm along Woodshire Lane, posing a safety risk
to pedestrians cutting through between Woodshire Lane and the center.
• The fence running south of this area, along the shared property line may be extended to
The Crossings parking lot entrance off Woodshire Lane at the north end.
• A quote for a heavier gauge link fence has been requested from Carter Fence Company.
• A licensed land surveyor on contract with the County will be retained to survey the area.
• Upon installation of the fence extension, Ground Zero Landscaping will install a block
wall along the ravine which traverses the cut through to prevent soil erosion onto the
sidewalk. Bahia Grass will be sodden-in to secure the soil.
D. Lake 9 Fountain Replacement
• A Request for Quote (RFQ), based on time and materials, for a new replacement aerator
fountain, will be issued to three vendors.
Page 1675 of 2001
MINUTES
November 5, 2024 Forest Lakes MSTU 4/5
• A Kasco brand lake fountain with a 2 year warranty, replicating the Lake 14 fountain, will
be specified.
Mr. Schumacher will:
• Request the fountain company evaluate the fountains on Lake 14 to determine the source of
a reported malfunction.
VII. ONGOING BUSINESS
A. Lake 15 Wall Replacement
Mr. Schumacher reported:
• A baseline design for a replacement lake retaining wall (seawall) has been received from a
marine supply company.
• The design does not utilize a poured concrete cap, which avoids concrete truck access.
• Upon completion of a final design, approval by a licensed structural engineer will be
obtained to proceed.
• Project installation will be coordinated with Quail Run GC.
B. Quail Run Riprap Replenishment
Mr. Schumacher reported:
• Quail Run Golf Club (QRGC) requested the MSTU provide riprap material for their lakes,
with club Staff to perform the installation.
• Upon review by the County Attorney’s office (CAO), it was recommended the proposed
cost sharing arrangement be submitted to the Board of County Commissioners (BCC) for
approval.
• The proposal will be presented to the Committee for consideration.
Mr. Schumacher noted:
• Quote for riprap material will be obtained, pending the Board of County Commissioners
(BCC) passage of a paving and aggregates material contract for roadway maintenance.
Mr. Schumacher will:
• Verify quantity and size of stone material required with Mr. Burnham.
• Scheduled the project for April / May 2025.
VIII. NEW BUSINESS
A. Repaving Contract
Mr. Schumacher reported:
• Forest Lakes roads are in County inventory but not maintained by the County.
• The Asphalt Maintenance and Related Services contract has gone out to bid and the Board
of County Commissioners (BCC) is expected to award the contract in November.
• An RFQ for the Woodshire Lane paving project will be prepared upon award and issuance
of the new County contract. Work is anticipated in the calendar year 2025.
IX. COMMITTEE MEMBER COMMENTS
Mr. Schumacher responded to comments:
Riprap Data and Plats and Easements
• LJA Engineering will incorporate recent survey data including riprap locations and
easement/property lines into their plans.
Page 1676 of 2001
MINUTES
November 5, 2024 Forest Lakes MSTU 5/5
• The report will enable an evaluation of the golf course swale areas which may need to be
recontoured.
Pavement Maintenance
• Potholes on Forest Lakes Boulevard will be evaluated and remedial action taken, as necessary.
Lake 15 Vegetation
• Hydrilla, an invasive aquatic plant species, is present in Lake 15.
• An opinion from Mettauer Environmental regarding chemical treatment will be obtained.
X. PUBLIC COMMENTS
A. Woodshire Villas Traffic Calming Options
Mr. Schumacher presented a “Speed Range Report” generated from data collected by a Traffic
Logix brand radar speed detection & display sign operating on St Andrews Blvd in the Lely Golf
Estates MSTU. He noted the system which monitors speed and issues visual warnings to drivers has
not acted as an enforcement mechanism to deter speeders on the roadway.
Mr. Schumacher suggested residents in the community may wish to request installation of a rada
sign from the Sheriff’s Office or Road Maintenance Division, preferably including recorded speeds
to assess the extent of speeding.
XI. ADJOURNMENT
There being no further business to come before the Committee, the meeting was adjourned by the
Chair at 11:05 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/forest-lakes-roadway-drainage-advisory-committee/
NEXT MEETING: DECEMBER 3, 2024 - 10:00 A.M.
FOREST LAKES CONDO ASSOCIATION CLUBHOUSE
NAPLES, FL 34105
(239) 261-5497
Page 1677 of 2001
Forest Lakes M.S.T.U.
Fund 1626
December 3, 2024
FY-25 Vendor Item PO# Budget Commitments Expenditures Available
1 MILLAGE COLLECTED & INTEREST MSTU Revenues (1,268,800.00)$ -$ (225,926.86)$ (1,042,873.14)$
2 CARRY FORWARD Unexpended Prior Year Funds (2,504,100.00)$ -$ 17.95$ (2,504,117.95)$
3 ALL REVENUES (3,772,900.00)$ -$ (225,908.91)$ (3,546,991.09)$
4 ENG. FEES & OTHERS (631400)25,000.00$ -$ -$ 25,000.00$
5 INDIRECT COST REIMBURSE Collier County Indirect Cost Direct Pay 3,900.00$ 3,900.00$ -$ -$
Ground Zero Landscaping Non-Bid Schedule Items 4500233638 2,280.00$ 720.00$
Ground Zero Landscaping Landscape Incidentals 4500233638 904.99$ 5,095.01$
6 LANDSCAPE INCIDENTALS (634990)10,000.00$ 3,184.99$ 5,815.01$ 1,000.00$
Ground Zero Landscaping Grounds Maintenance 4500233638 58,848.00$ 7,152.00$
7 OTHER CONTRACTUAL (634999)100,000.00$ 58,848.00$ 7,152.00$ 34,000.00$
Pavement Maintenance Concrete Sidewalks, Curbs 4500233648 25,000.00$ -$
Mettauer Environmental Lakes Maintenance Maintenance 4500233643 1,825.00$ 1,150.00$
8 OTHER CONTRACTUAL (639990)140,600.00$ 26,825.00$ 1,150.00$ 112,625.00$
9 ELECTRICITY FPL Electricity 4700005161 13,500.00$ 11,687.69$ 1,812.31$ (0.00)$
10 WATER & SEWER City of Naples Water - Reclaimed Irrigation 4700005192 3,000.00$ 2,704.20$ 295.80$ 0.00$
11 INSURANCE GENERAL Collier County Insurance Direct Pay 600.00$ 600.00$ -$ -$
12 SPRINKLER SYSTEM SiteOne Irrigation Parts & Pumps 4500235293 1,500.00$ 3,500.00$ -$ (2,000.00)$
13 MULCH 1,000.00$ -$ -$ 1,000.00$
Simmonds Electrical Electrical Services 4500233651 10,000.00$ -$
14 LIGHTING MAINTENANCE (646451)6,000.00$ 10,000.00$ -$ (4,000.00)$
15 LICENSE & PERMITS 2,000.00$ -$ -$ 2,000.00$
16 Premier Staffing Transcription 4500234228 2,770.00$ 207.90$
17 OTHER MISCELLANEOUS (649990)3,000.00$ 2,770.00$ 207.90$ 22.10$
18 OFFICE SUPPLIES 100.00$ -$ -$ 100.00$
19 COPYING CHARGES J.M. Todd Copier CPC 4500234730 200.00$ 123.63$ 26.37$ 50.00$
20 FERT HERB CHEM 500.00$ -$ -$ 500.00$
21 OTHER OPERATING 300.00$ -$ -$ 300.00$
22 OPERATING EXPENSES 311,200.00$ 124,143.51$ 16,459.39$ 170,597.10$
23 PTNE STAFF & DIVISION OVERHEAD -1.9%72,600.00$ -$ -$ 72,600.00$
24 PROPERTY APPRAISER -0.2%9,400.00$ -$ 2,209.51$ 7,190.49$
25 TAX COLLECTOR -0.7%26,500.00$ -$ 6,382.14$ 20,117.86$
26 COUNTY OVERHEAD 2.9%108,500.00$ -$ 8,591.65$ 99,908.35$
27 RESERVES FOR CAPITAL 2,953,200.00$ -$ -$ 2,953,200.00$
28 RESERVES FOR ROADWAY REPAVING 400,000.00$ -$ -$ 400,000.00$
29 CAPITAL RESERVES 3,353,200.00$ -$ -$ 3,353,200.00$
30 ALL EXPENSES 3,772,900.00$ 124,143.51$ 25,051.04$ 3,623,705.45$
31 FY-25 BUDGET GRAND TOTAL = ALL REVENUES - ALL EXPENSES -$ 124,143.51$ (200,857.87)$ 76,714.36$
Page 1/2
Page 1678 of 2001
Forest Lakes M.S.T.U.
Fund 1626
December 3, 2024
129,715,669 FY 13 Final Taxable Value -2.4%Total Available Balance 3,623,705.45$
129,977,881 FY 14 Final Taxable Value 0.2% Plus Commited And Not Spent 124,143.51$
140,171,072 FY 15 Final Taxable Value 7.8%
152,711,783 FY 16 Final Taxable Value 8.9%Estimated Cash 3,747,848.96$
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 10.30.2024 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%+7.0% Average
294,456,887 FY 24 Final Taxable Value 14.2%
$316,450,549 FY 25 Gross Taxable Value
7.65%Adjustment FY 24 to FY 25
FY 25 Gross MSTU Revenue FY 24
Millage 4.0000 4.0000 4.0 mill cap
Tax Dollars $1,265,802 $1,177,828 $87,975 Increase
Page 2/2
Page 1679 of 2001