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Forest Lakes Agenda 05/06/2025May 6, 2025 Forest Lakes MSTU 1/1 AGENDA May 6, 2025 I.CALL TO O RDER II.ATTENDANCE 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 AGENDA IV.APPROVAL OF MINUTES – APRIL 1, 2025 V.CONTRACTOR REPORTS A.Ground Zero Landscaping – Aaron Gross VI.PROJECT MANAGERS REPORT – Dan Schumacher A.BUDGET REPORT •FY-26 Millage B.La kes Maintenance – Aquatic Vegetation Control VII.ONGOING BUSINESS A.Shopping Center Screening – Hedge & Fence B.Lake 15 Wall Replacement VIII.NEW BUSINESS A.Quail Run Lakes – Rip-R ap Replenishment B.Lamp Pole Outages & #33 Down IX.COMMITTEE MEMBER COMMENTS X.PUBLIC COMMENTS XI.ADJOURNMENT NEXT M EETING J UNE 3 RD, 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 MINUTES April 1, 2025 Forest Lakes MSTU 1/5 FOREST LAKES ROADWAY AND DRAINAGE M.S.T.U. ADVISORY COMMITTEE 8300 Radio Road - Naples, FL 34104 MINUTES APRIL 1, 2025 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 (5) 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, PTNE Rosio Garcia – Operations Coordinator PTNE (Excused) Contractors Aaron Gross – Ground Zero Landscaping Wendy Warren – Premier Staffing (Transcription) Public Attendance Doug Burnham – General Manager, QRGC Paul Carletta John Guido Russell Peter Jack Hedenstrom Deborah Hestrup Rick Korb Stacie Young III. APPROVAL OF AGENDA Vice Chair Thomson moved to approve the April 1, 2025, Agenda of the Forest Lakes Roadway and Drainage Advisory Committee MSTU. Second by Mr. Bernal. Carried unanimously 5 - 0. IV. APPROVAL OF MINUTES – March 4, 2025 Mr. Bernal moved to approve the minutes of the March 4, 2025, Forest Lakes MSTU Advisory Committee meeting, as presented. Second by Vice Chair Thomson. Carried unanimously 5 – 0. V. CONTRACTOR REPORTS A. Ground Zero Landscaping Mr. Schumacher and Mr. Gross reported: • Landscaping is well trimmed and in good condition. • Numerous trees along the sidewalk perimeter were trimmed to remove overhanging, plus limbs encroaching on lamp poles pruned back. MINUTES April 1, 2025 Forest Lakes MSTU 2/5 • Soil and mud on the Woodshire Ln sidewalk were removed, having washed down from an irrigation leak above the pedestrian “cow path’ cut through to The Crossings shopping center. Code Complaint – Hurricane Debris Mr. Schumacher reported: A code complaint has been filed to address the multi-month hurricane debris pile in the ROW on Forest Lakes Blvd in the southwest corner of the community. Light Pole Outages Mr. Schumacher reported: • LED bulb replacements for the existing High Pressure Sodium (HPS) bulbs have not been determined, so HPS bulbs will be ordered for the next lighting repairs. • Approximately 20% of the lamp poles need replacements. 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 March 4, 2025, prepared February 26, 2025. 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 4. Incidentals – landscape materials and refurbishment. 5. Maintenance – regular landscape, swales & irrigation maintenance. 6. Lake Doctors – lake fountain(s). 7. Mettauer Environmental – lake weed control and aerator maintenance. 8. Pavement Maintenance – concrete sidewalk curbs. 9. Premier Staffing – transcription services. 10. Simmonds Electrical – lighting & general electrical services. 11. SiteOne Landscape Supply – irrigation parts and pumps. • Budget Summary 1. Line 1, Revenue – of the $1,268,800 Millage budgeted, $1,180,612 has been collected, leaving an outstanding balance of $88,187. 2. Line 2, Carry Forward – unexpended Prior Year (2024) Funds 2,504,100. 3. Line 3, Revenue Total – a total of $3,772,900. 4. Line 23, Operating Expense – of the $311,200 budgeted, $80,244 remains committed to existing Purchase Orders and $79,538 has been expended, leaving $151,416 available within budget for additional operating expenses as needed. 5. Line 27, County Overhead – of the $108,500 budgeted, $101,905 has been transferred and a balance of $79,906 remains for transfer. (PTNE Staff & support, Property Appraiser, & Tax Collector). MINUTES April 1, 2025 Forest Lakes MSTU 3/5 6. Line 30, Capital Reserves total budget is $3,353,200. i. Reserves for Capital (27) – a balance of $2,953,200 remains for improvement projects. ii. Reserves for Roadway Paving (28) – a $400,000 earmark. 7. Line 31, All Expenses – of the $3,772,900 budgeted, $187,247 remains committed to existing Purchase Orders and $181,444 has been expended, leaving $3,404,208 available within budget for additional expenses as needed. 8. Line 32, FY-25 Budget Grand Total – budgeted Revenues (Line 3) & All Expenses (Line 31) are equal and cancel-out, $187,247 remains committed to existing Purchase Orders, collected Revenues exceed Expenses by $999,168, and $811,921 are Unexpended.  Unexpended funds at fiscal year-end will carry forward to the FY-26 budget. • General 1. MSTU Tax Rate: 4.0 Mills (0.4%) to maintain MSTU Roadways and Stormwater Drainage within the taxing district. 2. The Ad Valorem property tax value increased 7.65% for fiscal year 2025 over 2024 generating additional revenue of $87,975. 3. Funds collected by the Forest Lakes MSTU cannot be utilized outside of the MSTU. Mr. Schumacher noted: • The planned award of Lakes Maintenance/Aquatic Weed Control to Mettauer Environmental, Line 9, was rejected by Procurement Division and the Vendor currently on contract with the county, DeAngelo, is to be utilized for this service on the lakes in Quail Run Golf Club. B. FY-26 MSTU Millage – 2025 Tax Bill Mr. Schumacher informed the committee that Ms. Thomson had inquired about considering a reduction in the MSTU millage in FY-26 from the current 4.0000 millage maximum. He also approximated the cost of repaving all outstanding MSTU roadways at $1.3M and the remaining lake retaining wall replacements at $1.2M, for a total known Capital expenditure requirement of $2.5M, or $3.0M allowing for undetermined price increases. • Millage options are: (for reference) 1. Revenue Neutral: Adjust the current millage rate to maintain the FY-25 MSTU revenue level. 2. Millage Neutral: Maintain the current millage rate of 4.0000 mills, with the MSTU revenue level fluctuating each fiscal year, higher or lower, in tandem with Ad Valorem property values determined by the Property Appraiser. 3. Decrease the millage to a rate below the MSTU 4.0000 maxim, upon a motion passed by the Advisory Committee. 4. The Fiscal Year 2026 budget is effective October 1, 2025.  4.0000 mills equates to $4.00 assessed per $1,000 of Ad Valorem taxable value. Committee & Public Discussion • MSTU millage is a small percentage of a property owner’s total annual tax bill. • Reducing the millage may limit the ability of the budget to keep up with inflation. MINUTES April 1, 2025 Forest Lakes MSTU 4/5 • The cost basis for new property purchases in the community is much higher than long- time owners and a millage reduction impacts them favorably. • Many identified capital expenditures will be made over several coming years, while additional revenues continue to accumulate. Mr. Schumacher requested the committee members consider their millage recommendations in preparation for a motion at the May 6th MSTU public meeting, to be communicated to the county Budget Office for FY-26. C. Lakes Maintenance (Aquatic Vegetation Control) Mr. Schumacher reported: • As noted in the Budget Report section, above, the Vendor currently on contract with the county, DeAngelo, is to be utilized for this service on the lakes in Quail Run Golf Club. • A drive-thru review of the lakes is schedule for Wednesday, 4/2, with DeAngelo in preparation for a quote and subsequent issuance of a Purchase Order. • Service is expected to commence later this month, in April 2025. VII. ONGOING BUSINESS A. Lake 9 Fountain - Replacement Mr. Schumacher reported the Lake #9 replacement has been successfully installed by Lake Doctors, with the invoice to be paid upon receipt of the user manual and warranty documentation. B. Paving - Woodshire Lane & Forest Lakes Drive Mr. Schumacher reported that re-paving on both roadway segments has been successfully completed, including: • Milling • Resurfacing • Application of thermoplastic striping C. Shopping Center Screening Mr. Schumacher reported: Fence Installation Woodshire Lane / Pine Ridge Crossing Shopping Center • FPL has no setback requirements with respect to the fence location. • LJA Engineering is revising their quote to Survey the property line in the vicinity of the fence. • Upon receipt of the survey, a black vinyl fence extending from the fence running south of this area to The Crossings parking lot entrance off Woodshire Lane at the north end will be purchased the Carter Fence Company. • Upon installation of the fence extension, Ground Zero Landscaping will install a low block paver wall (approximately 15-foot length) along the base of the fence and ravine, then sod to address erosion. D. Lake 15 Wall Replacement Mr. Burnham reported: • Quail Run GC has worked with attorneys to offer a cost-sharing proposal to the County for this lake wall replacement project. • A proposal has been obtained and will be provided for MSTU review. MINUTES April 1, 2025 Forest Lakes MSTU 5/5 • Mr. Schumacher will present the proposal to the County Attorney’s Office for an opinion on the feasibility of a cost-sharing arrangement. VIII. NEW BUSINESS A. Quail Run Lakes – Rip-Rap Replenishment Mr. Schumacher reported that rip-rap specifications have been received and will be shared with Mr. Burnham for stone selection. IX. COMMITTEE MEMBER COMMENTS Mr. Pollock reported fragmented asphalt in the vicinity of the westbound curve at the north end of Forest Lakes Dr. – to be reviewed. X. PUBLIC COMMENTS None XI. ADJOURNMENT There being no further business to come before the Committee, the meeting was adjourned by the Chair at 11:10 A.M. FOREST LAKES ROADWAY AND DRAINAGE MSTU ADVISORY COMMITTEE _______________________________________ Greg Pollock, Chair The Minutes were approved by the Committee on ,2025 as presented ____, or as amended ____. https://www.collierptne.com/forest-lakes-roadway-drainage-advisory-committee/ NEXT MEETING: May 6, 2025 - 10:00 A.M. FOREST LAKES CONDO ASSOCIATION CLUBHOUSE NAPLES, FL 34105 (239) 261-5497 Forest Lakes M.S.T.U. Fund 1626 May 6, 2025 FY-25 Vendor Item PO# Budget Commitments Expenditures Available 1 MILLAGE COLLECTED & INTEREST MSTU Revenues (1,268,800.00)$ -$ (1,242,418.32)$ (26,381.68)$ 2 CARRY FORWARD Unexpended Prior Year Funds (2,504,100.00)$ -$ -$ (2,504,100.00)$ 3 ALL REVENUES (3,772,900.00)$ -$ (1,242,418.32)$ (2,530,481.68)$ 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$ -$ 6 INTERDEPARTMENT PAYMENT IGC#100474 30x30 Stop Sign @51 Forest Lakes Blvd 50.75$ (50.75)$ Ground Zero Landscaping Non-Bid Schedule Items 4500233638 2,280.00$ 720.00$ Ground Zero Landscaping Landscape Incidentals 4500233638 5,197.98$ 9,802.02$ 7 LANDSCAPE INCIDENTALS (634990)10,000.00$ 7,477.98$ 10,522.02$ (8,000.00)$ Ground Zero Landscaping Grounds Maintenance 4500233638 34,133.00$ 31,867.00$ Preferred Materials Woodshire Ln Repaving 4500237693 92,362.60$ -$ Preferred Materials Foresst Lakes Dr 4500237734 14,640.20$ -$ 8 OTHER CONTRACTUAL (634999)100,000.00$ 141,135.80$ 31,867.00$ (73,002.80)$ Mettauer Environmental Lakes - Aquatic Vegetation Control 4500233643 100.00$ 2,875.00$ Pavement Maintenance Concrete Sidewalks, Curbs 4500233648 3,980.00$ 21,020.00$ Lake Doctors Lake #9 Fountain Replacement 4500237453 10,130.10$ DeAngelo Contracting Lakes - Aquatic Vegetation Control 4500238403 10,000.00$ 9 OTHER CONTRACTUAL (639990)140,600.00$ 24,210.10$ 23,895.00$ 92,494.90$ 10 ELECTRICITY FPL Electricity 4700005161 13,500.00$ 6,750.42$ 6,749.58$ -$ 11 WATER & SEWER City of Naples Water - Reclaimed Irrigation 4700005192 3,000.00$ 2,253.56$ 746.44$ -$ 12 INSURANCE GENERAL Collier County Insurance Direct Pay 600.00$ 150.00$ 450.00$ -$ 13 SPRINKLER SYSTEM SiteOne Irrigation Parts & Pumps 4500235293 1,500.00$ 3,276.56$ 223.44$ (2,000.00)$ 14 MULCH 1,000.00$ -$ -$ 1,000.00$ Simmonds Electrical Electrical Services 4500233651 1,882.01$ 8,117.99$ 15 LIGHTING MAINTENANCE (646451)6,000.00$ 1,882.01$ 8,117.99$ (4,000.00)$ 16 LICENSE & PERMITS 2,000.00$ -$ -$ 2,000.00$ 17 Premier Staffing Transcription 4500234228 1,715.65$ 1,262.25$ 18 OTHER MISCELLANEOUS (649990)3,000.00$ 1,715.65$ 1,262.25$ 22.10$ 19 OFFICE SUPPLIES 100.00$ -$ -$ 100.00$ 20 COPYING CHARGES J.M. Todd Copier CPC 4500234730 200.00$ 55.91$ 94.09$ 50.00$ 21 FERT HERB CHEM 500.00$ -$ 500.00$ 22 OTHER OPERATING 300.00$ -$ -$ 300.00$ 23 OPERATING EXPENSES 311,200.00$ 188,907.99$ 87,878.56$ 34,413.45$ 24 PTNE STAFF & DIVISION OVERHEAD -1.9%72,600.00$ -$ 72,600.00$ -$ 25 PROPERTY APPRAISER -0.2%9,400.00$ -$ 6,875.69$ 2,524.31$ 26 TAX COLLECTOR -0.7%26,500.00$ -$ 25,813.61$ 686.39$ 27 COUNTY OVERHEAD 2.9%108,500.00$ -$ 105,289.30$ 3,210.70$ 28 RESERVES FOR CAPITAL 2,953,200.00$ -$ -$ 2,953,200.00$ 29 RESERVES FOR ROADWAY REPAVING 400,000.00$ -$ -$ 400,000.00$ 30 CAPITAL RESERVES 3,353,200.00$ -$ -$ 3,353,200.00$ 31 ALL EXPENSES 3,772,900.00$ 188,907.99$ 193,167.86$ 3,390,824.15$ 32 FY-25 BUDGET GRAND TOTAL = ALL REVENUES - ALL EXPENSES -$ 188,907.99$ (1,049,250.46)$ 860,342.47$ Page 1/2 Forest Lakes M.S.T.U. Fund 1626 May 6, 2025 129,715,669 FY 13 Final Taxable Value -2.4%Total Available Balance 3,390,824.15$ 129,977,881 FY 14 Final Taxable Value 0.2% Plus Commited And Not Spent 188,907.99$ 140,171,072 FY 15 Final Taxable Value 7.8% 152,711,783 FY 16 Final Taxable Value 8.9%Estimated Cash 3,579,732.14$ 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 04.29.2025 TC 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