Forest Lakes Agenda 08/05/2025
August 5, 2025 Forest Lakes MSTU 1/1
AGENDA
August 5, 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:
Ellen Sheffey – Director, PTNE (Interim)
Dan Schumacher – MSTU Project Manager
Contractor(s):
Aaron Gross – Ground Zero Landscaping
III. APPROVAL OF A GENDA
IV. APPROVAL OF MINUTES – J UNE 3 , 2025
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping – Aaron Gross
VI. P ROJECT M ANAGERS REPORT – Dan Schumacher
A. B UDGET R EPORT
B. Ordinance Amendment –
• August 12th BCC Agenda Item for Approval o Lake 15 Wall Replacement o Lakes Rip-Rap Replenishment
C. September Committee Meeting Date
VII. O NGOING B USINESS
A. Shopping Center Screening – Fence & Riprap Berm
B. Sidewalk Light Poles –
• Lamp Replacements
• Pole #33 Replacement (Woodshire Ln)
VIII. NEW B USINESS
IX. COMMITTEE MEMBER COMMENTS
X. P UBLIC C OMMENTS
XI. ADJOURNMENT
NEXT M EETING
S EPTEMBER 2 ND, 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
June 3, 2025 Forest Lakes MSTU 1/6
FOREST
LAKES
ROADWAY AND DRAINAGE M.S.T.U.
ADVISORY COMMITTEE
8300 Radio Road - Naples, FL 34104
MINUTES
JUNE 3, 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 four
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 Attendees Barbara Bell – Resident
Doug Burnham – General Manager, Quail Run GC
Jack Hedenstrom – Resident
Deborah Hestrup – Resident
Tom Kinnery – Quail Run GC
Stacie Young – Resident
III. APPROVAL OF AGENDA
Vice Chair Thomson moved to approve the June 3, 2025, Agenda of the Forest Lakes Roadway and
Drainage Advisory Committee MSTU. Second by Mr. Norsic. Carried unanimously 4 - 0.
IV. APPROVAL OF MINUTES – May 6, 2025
Vice Chair Thomson moved to approve the minutes of the May 6, 2025, Forest Lakes MSTU
Advisory Committee meeting as amended:
• Page 3 Project Manager’s Report, Committee Discussion: Property Tax Pie Chart, prepared
by Stacie Young: estimated percentage allocation of Property Taxes per household indicates
MSTU assessed taxes are 28% of the total.
…,” to …. Property Tax Pie Chart, prepared by Kathy Thomson: estimated percentage
allocation of Property Taxes per household indicates MSTU assessed taxes are 28% of the
total …).
Second by Mr. Bernal. Carried unanimously 4 – 0.
MINUTES
June 3, 2025 Forest Lakes MSTU 2/6
V. CONTRACTOR REPORTS
A. Ground Zero Landscaping – Aaron Gross
Mr. Gross reported:
• Landscaping is well trimmed and in good condition.
• Seasonal annuals will be planted at the entrance.
• Trees with limbs encroaching on lamp poles will be pruned back.
• Plants and shrubs were sprayed with insecticide, as necessary.
Mr. Schumacher distributed the WeatherTRAK Single Controller Measured Usage History report
which records irrigation system function detailing water usage, including actual and estimated
consumption, by site, controller, and station. The system is performing well.
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 3, 2025, prepared May 27, 2025.
Mr. Schumacher provided an overview of the budget highlighting:
Purchase Orders
1. City of Naples – reclaimed irrigation water.
2. DeAngelo Contracting/Tigris – Lake’s maintenance, aquatic vegetation control.
3. FPL – electricity.
4. Ground Zero Landscaping – grounds maintenance
a. Incidentals – landscape materials and refurbishment.
b. Maintenance – regular landscape, swales & irrigation maintenance.
5. Lake Doctors – lake fountain(s).
6. LJA Engineering – Engineering consulting services.
6. Pavement Maintenance – concrete sidewalk curbs.
7. Preferred Materials – Roadway repaving.
8. Premier Staffing – transcription services.
9. Simmonds Electrical – lighting & general electrical services.
10. SiteOne Landscape Supply – irrigation parts and pumps.
Budget Summary
1. Line 1, Revenue – Of the $1,268,800 Millage assessed, $1,260,109 has been collected,
leaving an outstanding balance of $8,690.
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 22, Operating Expense – Of the $311,060 budgeted, $174,413 is committed to existing
Purchase Orders and $94,544 is expended, leaving the remainder of $32,102 available
within budget for additional operating expenses as needed.
5. Line 28, County Overhead – Of the $108,500 budgeted, $105,448 has been transferred and a
balance of $3,051 remains for transfer. (PTNE Staff & support, Property Appraiser & Tax
Collector).
6. Line 31, Capital Reserves’ total balance is $3,353,200.
i. Reserves for Capital (29) – a balance of $2,953,200 remains for improvement projects.
ii. Reserves for Roadway Paving (30) – a $400,000 earmark.
MINUTES
June 3, 2025 Forest Lakes MSTU 3/6
7. Line 32, All Expenses – Of the $3,772,900 budgeted, $174,413 remains committed to
existing Purchase Orders and $210,122 has been expended, leaving $3,388,364 available
within budget for additional expenses as needed.
8. Line 33, FY-25 Budget Grand Total – budgeted Revenues (Line 3) and All Expenses (Line
32) are equal and cancel-out, $174,413 remains committed to existing Purchase Orders,
collected Revenues exceed Expenses by $1,049,987 and $875,573 are Unexpended.
General
1. MSTU Tax Rate: 4.0 Mills 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:
• DeAngelo Contracting Services, LLC, the Lakes Maintenance/Aquatic Weed Control
contractor, was acquired by Tigris. A new Purchase Order will be issued and services,
including weed control, will be scheduled.
• A work order has been processed for LJA Engineering Services. Upon receipt, a Notice to
Proceed with the survey required for the Woodshire Lane fence installation will be issued.
• Funds will be moved from Operating Expenses, Line 22, to Lighting Maintenance, Line 15
to fund streetlamp repairs by Simmonds Electrical.
• Roadway paving expenditures are defined as “repairs to existing assets.” A budget
amendment will transfer the funds earmarked for roadway paving in the Capital Reserves
category, Line 31, to the Other Contractual category, Line 8.
Fiscal Year 2026 MSTU Millage
Mr. Schumacher submitted the Committee’s recommendation to reduce the millage rate to 2.5000
mills for FY-26 to the Office of Management and Budget.
B. Ordinance Amendment
Mr. Schumacher reported:
• The County Attorney’s office advised that stormwater drainage on the Quail Run property
are outside of the existing MSTU responsibilities, which specifically address only
“roadway-related drainage.”
• An amendment to change the MSTU ordinance to broaden the scope of roadway related
stormwater activities to include the golf course, walls and riprap, is required to address the
issues.
• The County Attorney will review and provide an opinion on the proposed amendment.
• An “Executive Summary” will be written for consideration by the Board of County
Commissioners (BCC).
• Upon a recommendation from the Advisory Committee, the amended Ordinance will be
submitted to the BCC for approval.
Lake 15 Wall Replacement and Lake Riprap Replenishment
Lake wall replacement and riprap replenishment will be incorporated into the amended Ordinance
being drafted permitting the MSTU to undertake repairs to the Quail Run Golf Club property.
MINUTES
June 3, 2025 Forest Lakes MSTU 4/6
C. Lakes Maintenance (Aquatic Vegetation Control)
Mr. Schumacher reported:
• Tigris Aquatic Services, formerly DeAngelo Contracting Services, treated all the lakes
and riprap, including the lily pads (Lake #14) and the balloon (Lake #16), in Quail Run
Golf Club for weed control.
• The next service is scheduled for June/July 2025.
Forest Lakes MSTU Projects
Mr. Schumacher provided a recap of projects currently underway:
Rank Vendor Subject Action
1 LJA / ABB Fence Woodshire Property Line Survey
2 BCC Agenda Lake #15 Wall Repair Ordinance Change
3 Simmonds Ele 48 + Lamp Replacements 75 Bulbs In-stock
4 Carter Fence Fence - Woodshire Equip & Install Order Upon Survey
5 Simmonds Ele Lamp Pole Replacement - Sternberg RFQ
6 Preferred Materials Rip-Rap Stone for Lake Perimeters Ordinance & RFQ
7 Engr - Library-ST Lake #15 Wall Repair Design
8 Marine - Library Lake #15 Wall Repair RFQ & Award Installation
9 Outdoor Lighting Entryway Low Volt Lighting Quote & Repair*
10 LJA / ABB Swales Data, Plats, & Easements Data Analysis
11 Proj Mgr Capital Asset Plan - FY25 Update
*E verification documentation is pending to establish the supplier as a County vendor.
VII. ONGOING BUSINESS
A. Shopping Center Screening – Survey & Fence
Mr. Schumacher reported:
Fence Installation Woodshire Lane/Pine Ridge Crossing Shopping Center
• LJA Engineering submitted a proposal dated June 2, 2025, in the amount of $2,301.00 to
provide professional surveying services to stake the property line between the Crossings
Shopping Center and the Forest Lakes Community boundary.
• A Purchase Order, anticipated week ending June 14th, will be issued to LJA Engineering to
survey and mark the boundary.
• LJA will perform survey services within two weeks of receipt of the Purchase Order.
• Carter Fence Company provided an estimate dated May 30, 2025 in the amount of
$12,900.00, to install a galvanized fence, or $15,025.00 for all black vinyl, extending from
the existing fence running south of this area to The Crossings parking lot entrance off
Woodshire Lane at the north end.
• Carter Fence Company will secure the required permit at a cost not to exceed $650.00.
• 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,
and lay sod to address erosion.
Mr. Norsic motioned to proceed with Carter Fence Company’s installation of a black vinyl
coated fence, Estimate #57657, dated May 30, 2025 in the amount of $15,025.00, plus permitting
cost, along the shared property line area between Woodshire Lane and the Pine Ridge Crossing
Shopping Center upon completion of a survey by LJA Engineering. Second by Mr. Bernal.
Carried unanimously 4 – 0.
MINUTES
June 3, 2025 Forest Lakes MSTU 5/6
B. Sidewalk Light Poles
Mr. Schumacher reported:
Lamp replacement
• Seventy-five GE brand High Pressure Sodium (HPS) bulbs will be ordered for lamp
replacements on forty-eight poles at a cost of $1,110.75.
• A request was sent to Simmonds Electrical to undertake the task of installing the bulbs.
• Additional quantities may be ordered to ensure inventory for future outages.
• A retrofit conversion option to replace the HPS lamps, which are being phased out with
amber LED’s, will be considered when an option becomes available.
Pole #33 Replacement (Woodshire Lane)
• Sternberg will provide a cost quote to install a replacement for pole #33.
• An accident report was obtained from the Sheriff’s Office and an insurance claim filed
with the County Risk Management Division.
Ms. Fanning joined the meeting at 10:30 A.M. A quorum of five was present.
VIII. NEW BUSINESS
A. Swale Vegetation – Forest Lakes Boulevard
Mr. Schumacher reported:
• The roadside swale fronting 1706 Forest Lakes Boulevard is cluttered with debris.
• Ground Zero Landscaping provided an estimate to clean out the debris.
• The swales effectiveness to alleviate roadside drainage will be evaluated during the rainy
season after the debris is cleared.
IX. COMMITTEE MEMBER COMMENTS
None
X. PUBLIC COMMENTS
Mr. Burnham expressed his appreciation to the MSTU Committee Members and Staff for working
with the QRGC to resolve drainage issues vital to the community. He hopes the repair of the Lake #15
wall, which has been a lengthy process, is undertaken shortly and looks forward to a continuation of
partnership in the future.
Mr. Schumacher reported:
Entryway Lighting
• Upon receipt of E-Verify documentation, Outdoor Lighting Perspectives will be established as
a County vendor and a Purchase Order will be issued to repair the landscape lighting on the
entrance median.
• Fixture height will be determined with consideration given to an increase from the current
position.
• An alternative vendor will be sourced if Outdoor Lighting Perspectives does not respond in a
timely manner.
Entryway Construction
• Hotwire Communications laid conduit for telecommunication services along the sidewalk on
Pine Ridge Road bordering the community entrance. Damaged grass was replaced with sod.
MINUTES
June 3, 2025 Forest Lakes MSTU 6/6
Woodshire Villas Code Complaint Update
Mr. Hedenstrom of Woodshire Villas reported a response was received to the Code Complaint filed
with the County stating the hedge planted by Kite Realty Group on the shared property line with
Pine Ridge Crossing does not conform to code specifications. The findings confirmed the hedge did
not meet code requirements. He will forward the document to Mr. Schumacher.
XI. ADJOURNMENT
There being no further business to come before the Committee, the meeting was adjourned by the
Chair at 10:45 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: AUGUST 5, 2025 - 10:00 A.M.
FOREST LAKES CONDO ASSOCIATION CLUBHOUSE
NAPLES, FL 34105
(239) 261-5497
Forest Lakes M.S.T.U.
Fund 1626
August 5, 2025
FY-25 Vendor Item PO# Budget Commitments Expenditures Available
1 MILLAGE COLLECTED & INTEREST MSTU Revenues (1,268,800.00)$ -$ (1,307,902.75)$ 39,102.75$
2 CARRY FORWARD Unexpended Prior Year Funds (2,504,100.00)$ -$ -$ (2,504,100.00)$
3 ALL REVENUES (3,772,900.00)$ -$ (1,307,902.75)$ (2,464,997.25)$
4 ENG. FEES & OTHERS (631400)LJA Engineering Survey TBD 14,860.00$ 2,301.00$ -$ 12,559.00$
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 3,973.60$ 11,026.40$
7 LANDSCAPE INCIDENTALS (634990)10,000.00$ 6,253.60$ 11,746.40$ (8,000.00)$
Ground Zero Landscaping Grounds Maintenance 4500233638 14,617.00$ 51,383.00$
Preferred Materials Woodshire Ln Repaving 4500237693 97,219.38$ -$
Preferred Materials Forest Lakes Dr 4500237734 16,512.33$ -$
8 OTHER CONTRACTUAL (634999)100,000.00$ 128,348.71$ 51,383.00$ (79,731.71)$
Mettauer Environmental Lakes - Aquatic Vegetation Control 4500233643 100.00$ 2,875.00$
Pavement Maintenance Concrete Sidewalks, Curbs 4500233648 3,980.00$ 21,020.00$
DeAngelo Contracting Lakes - Aquatic Vegetation Control 4500238403 10,000.00$
9 OTHER CONTRACTUAL (639990)140,600.00$ 14,080.00$ 23,895.00$ 102,625.00$
10 ELECTRICITY FPL Electricity 4700005161 13,500.00$ 4,548.19$ 9,751.81$ (800.00)$
11 WATER & SEWER City of Naples Water - Reclaimed Irrigation 4700005192 3,000.00$ 1,802.04$ 1,197.96$ -$
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$
1000 Bulbs HPS Lightpole Lamps P-Card -$ 1,110.75$
Simmonds Electrical Electrical Services 4500233651 485.03$ 9,514.97$
15 LIGHTING MAINTENANCE (646451)6,000.00$ 485.03$ 10,625.72$ (5,110.75)$
16 LICENSE & PERMITS 2,000.00$ -$ -$ 2,000.00$
Premier Staffing Transcription 4500234228 1,359.25$ 1,618.65$
17 OTHER MISCELLANEOUS (649990)3,000.00$ 1,359.25$ 1,618.65$ 22.10$
18 OFFICE SUPPLIES 100.00$ -$ -$ 100.00$
19 COPYING CHARGES J.M. Todd Copier CPC 4500234730 200.00$ 40.29$ 109.71$ 50.00$
20 FERT HERB CHEM 500.00$ -$ -$ 500.00$
21 OTHER OPERATING 300.00$ -$ -$ 300.00$
22 OPERATING EXPENSES 301,060.00$ 162,644.67$ 114,952.44$ 23,462.89$
23 Lake Doctors Lake #9 Fountain Replacement 4500237453 10,140.00$ -$ 10,130.10$ 9.90$
24 IMPROVEMENTS GENERAL (763100)10,140.00$ -$ 10,130.10$ 9.90$
25 PTNE STAFF & DIVISION OVERHEAD -1.9%72,600.00$ -$ 72,600.00$ -$
26 PROPERTY APPRAISER -0.2%9,400.00$ -$ 9,208.79$ 191.21$
27 TAX COLLECTOR -0.7%26,500.00$ -$ 26,419.19$ 80.81$
28 COUNTY OVERHEAD 2.9%108,500.00$ -$ 108,227.98$ 272.02$
29 RESERVES FOR CAPITAL 2,953,200.00$ -$ -$ 2,953,200.00$
30 RESERVES FOR ROADWAY REPAVING 400,000.00$ -$ -$ 400,000.00$
31 CAPITAL RESERVES 3,353,200.00$ -$ -$ 3,353,200.00$
32 ALL EXPENSES 3,772,900.00$ 162,644.67$ 233,310.52$ 3,376,944.81$
33 FY-25 BUDGET GRAND TOTAL = ALL REVENUES - ALL EXPENSES -$ 162,644.67$ (1,074,592.23)$ 911,947.56$
Page 1/2
Forest Lakes M.S.T.U.
Fund 1626
August 5, 2025
129,715,669 FY 13 Final Taxable Value -2.4%Total Available Balance 3,376,944.81$
129,977,881 FY 14 Final Taxable Value 0.2% Plus Commited And Not Spent 162,644.67$
140,171,072 FY 15 Final Taxable Value 7.8%
152,711,783 FY 16 Final Taxable Value 8.9%Estimated Cash 3,539,589.48$
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 07.28.2025 MV
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