Forest Lakes Minutes 04/01/2025MINUTES
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.
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• 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).
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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.
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• 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.
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