Agenda January 12 th , 2016 1 Residents Alliance has been involved - - PowerPoint PPT Presentation

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Residence’s Alliance Meeting

Agenda

January 12th, 2016

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Erecting a wall on western boundary of Pelican Preserve along Treeline Ave.

• Building a SOUTH-BOUND deceleration lane
• n Treeline Ave. into Pelican Preserve

Blvd.

• Lowering property taxes 3 out of 4 years
• Attending City of Fort Myers yearly Budget

Workshops

• Adding additional landscaping along Treeline
• Ave. and Egret’s 6th and 7th holes
• Working to get Pelican Preserve candidate

elected to the Fort Myers City Council

• Organizing and conducting election

candidate forums for Ward 6 council seat with 2 other gated communities

• Clarifying the Estoppel fees charged to

residents

• Working to allow Bingo in Pelican Preserve
• Having a member on the Colonial

Expressway Committee

• Clarifying the signage rules for the Master

Association docs

• Having a Rental/Resale list to help residents

rent and sell their units

• Having a “Classified Ads” list to help

residents advertise items or services

• Continuing efforts working on problems

with Comcast service and costs

• Informing residents of new flood Zones and

insurance requirements

• Surveying residents for use of Town Center

Facilities (nail salon, art room, sewing room)

• Getting an agreement for use of the Golf

Course cart paths and use of ponds for fishing

• Solving Drainage and Flooding problems

before ponds east of Avila were connected to the flow way and the Villa Capri bridge was built

• Setting up initial clubs, activities, and

committees

• Getting a Pelican Preserve monthly

newsletter

Resident’s Alliance has been involved in …..

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Putting out Radon Gas warnings and information

• Having park benches installed
• Working to inform residents of faulty toilet

valves recall to prevent more homes from water damage

• Questioning the charges for the pump

station

• Working with the City of Fort Myers Police

for neighborhood watch and security

• Working to control invasive plants in ponds,

and preserves

• Building the Golf Club house
• Working with 5 different Pelican Preserve/

WCI Property Managers in 8 years

• Working with 7 different Pelican Preserve/

WCI Project Managers in 8 years

• Working with 2 General Managers of

amenities in 8 years

• Stopping the damage to homes due to

blasting Working with Waste Management on the installation of cell tower

• Having seminars to inform residents of

Pelican Preserve fees and taxes

• Setting up and managing Channel 95
• Having Name tags for residents
• Meeting with City, County, and State
• fficials
• Providing a NORTH BOUND deceleration

lane on Treeline Ave. into Pelican Preserve Blvd.

• Preventing public traffic from driving on

Pelican Preserve Roads and “cutting through” the community

• Keeping open for further resolution the

issue of golf cart paths to commercial areas

• Working to have rules and regulations for

the use of golf carts in compliance with the Florida statutes

• Having an ongoing dialogue with the Pelican

Preserve General Manager regarding the Town Center budget process

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Getting a Town Center food and beverage

• ffset of costs
• Tracking all expenses and fees for the Town

Center Budget

• Seeking legal advice to protect residents’

interests

• Hiring bankruptcy lawyers to protect

residents’ interests while WCI was in Chapter 11

• Reviewing all bankruptcy documents for

potential problems affecting Pelican Preserve

• Working to preserve the 55+ status of

Pelican Preserve and monitoring the under 55 waivers

• Working with the CDD ( Community

Development District)

• Organizing and conducting a candidate

forum for the CDD supervisor seats

• Getting Pelican Preserve residents on the

CDD Board of Supervisors Establishing a Pelican Preserve Advisory Committee for the Master Association/ CDD budgets

• Participating in “Stop the Park” to stop

Pelican Preserve residents paying for Gateway amenities

• Controlling odors from the Landfill
• Closing and capping the Gulf Coast Landfill
• Informing the DEP ( Department of

Environmental Protection) of odor violations

• Preventing a C&D( construction and

demolition) Transfer Station - ( possible future recycling/processing center) at Gulf Coast landfill

• Establishing a Legal Fund
• Raising money for charities and community

service

• Helping residents who have Chinese Drywall
• Stopping a Biodiesel Plant from being built

at the landfill

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Creating a “Welcome New Residents” handbook

• Monitoring the commercial development on

Treeline Ave. and the I-75 area

• Establishing an email communication system

to keep residents informed

• Getting a resident representative on Pelican

Preserve’s Master Association Board

• Arranging for Lee County Property

Appraiser, Ken Wilkinson, to meet with residents

• Researching the options for the sale/

purchase of Town Center

• Sharing information from CALL ( Community

Association Leadership Lobby which provides the latest legislation for Condo and HOA)

• Helping inform neighborhoods of the

“turnover” procedures

• Establishing an “Open House” policy to help

residents sell their units

• Landscaping the maintenance shed

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Obtain Your Information packet prior to the meeting

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Residence’s Alliance Meeting

Agenda

January 12th, 2016

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Resident’s Alliance Meeting

President’s Report

Carole Brokke

1) Minutes and Quorum 2) Disposal of Minutes – Last Meeting

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Officer’s Reports

Carole Brokke – President

1) Pelican Preserve Organization Chart

2) New Build Out Date 3) Purchase of Town Center 4) Oak Tree Removal Issue 5) Water Pressure Issue.

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Handout Pages 1 and 2

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Fort Myers City Council Agenda Item Summary

…. June 1, 2022 to February 1, 2023, and to extend the project termination date from June 1, 2023 To February 1, 2024

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Officer’s Reports

1) Pelican Preserve Organization Chart 2) New Build Out Date 3) Purchase of Town Center 4) Oak Tree Removal Issue 5) Water Pressure Issue.

Carole Brokke - President

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1) Pelican Preserve Organization Chart 2) New Build Out Date 3) Purchase of Town Center 4) Oak Tree Removal Issue 5) Water Pressure Issue.

Carole Brokke - President

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Carole Brokke - President

1) Pelican Preserve Organization Chart 2) New Build Out Date 3) Purchase of Town Center 4) Oak Tree Removal Issue 5) Water Pressure Issue.

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Officer’s Reports

Cindy Weigel Vice-President March Elections

Residents Alliance Board Election

u Election – March Annual Alliance Board Meeting

u Alliance By- laws Provide for Staggered Terms

q Two Openings in March 2016 q Three Openings in March 2017 q Two Openings in March 2018

u Two Board Positions for 2016 are Open – 3 Year Terms

Residents Alliance Board Election

u Election Committee Established q Phil Mezey q Rich Rittenberg q Cindy Weigel

Consider Becoming a Candidate

u Contact any Committee Member or Board Member u Detailed E-Mail to Follow

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Steve Lubinski - Treasurer

Handout Pages 3, 4. Officer’s Reports

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Officer’s Reports

Steve Lubinski - Treasurer

Unaudited Statement

Cash Receipts Dollars

Membership Dues: 46,400 Legal Fund: 20,645 Total Available Cash 67,045 Cash Disbursements Dollars Professional Fees 28,546 Director’s Insurance 1,614 Office Supplies / Printing 766

• Misc. Expenses

125 Domain Name 99 Total Cash Disbursements 31,150

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Beginning Cash, 1/1/2014 $ 4,259 Ending Cash, 12/31/2015 $ 35,895 Increase in Cash: $ 31,636

Officer’s Reports

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Alliance Website Gary Brun HTTP://WWW.RESIDENTSALLIANCE.ORG

HT HTTP:/ ://WWW WWW.R .RESIDENT NTSALLI LLIANC NCE.OR .ORG

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Committee Reports / Projects /New Business

Neighborhoods / Street Names

Carole Brokke

Handout Page 5

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Comcast Contract

Carole Brokke

April 1, 2013 1,096 Units

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… to $33.99 per unit plus all applicable taxes and fees. The monthly per unit fee may be increased by the Company upon 30 days written notice and such increase shall not exceed 3% per year and never more than once per year.

…Company shall provide each resident

with 1 digital receiver(s) and 1 remote control. … provide each resident with 2 digital Adapter(s) and 2 remote controls.

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…initial term shall continue for a period of 5 years from the date at least 1650 units have been constructed at the Premises.

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Pelican Preserve Annual Costs

Handout Page 6

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Pelican Preserve Blvd. and Treeline Avenue

Update on Traffic Signal Ron Myrick

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Committee Reports / Projects /New Business

Membership Update

Tish Fiamingo

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Special Reports (Pelican Preserve Advisory Committee)

Phil Mezey

PPAC

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Pelican Preserve Advisory Committee (PPAC) Background

GSCDD: Owns Pelican Preserve Assets Operational & Maintenance Responsibilities PPAC: Formed in 2008 1) Advises GSCDD Board Concerning Asset Management. 2) Protects & Balances Residents’ Interests 3) Works With Alliance and Castle Management

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Description ($ in Thousands) Landscaping $533 Ponds Maintenance $442 Access Control & Security $387 Capital Reserves $363 CDD Overhead $146 Road & Sidewalk Maint. $102 Lighting & Electric $98 Total FY 2016 Budget $ 2071

Management Expenses

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FY 2016 Budget Expense Changes FY2015 Budget $ 1,823 Cypress Grove 121 Capital Reserves 118 Treeline Wall 74 Security Contract 21 CDD Overhead 20 Reductions (106)

($ in Thousands)

FY 2016 Budget: $ 2,071

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Your Non-Ad Valorem Assessments

(Amounts in Dollars) FY 2016 FY 2015 Change

CDD Operations and Maintenance Expenses 772 800 (28) Bond Costs 0/170/258 0/170/258 0

Total Non-Ad Valorem Assessment: 772/942/1030 800/970/1058 (28)

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Current Areas of Focus

Traffic Safety Golf Cart Registration Front Gate Post Orders Asset O&M Management Pond Maintenance

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Meeting: Second Thursday at 2 PM Minutes: Posted on the GSCDD Website Members: Ron DaPonte Herb Freese Bob Geppert John Grega Nancy Hall Phil Mezey Nancy Olson

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Town Center Update

Special Reports

Joe Smith – PP General Manager

Handouts - Page 7 Town Center Budget

Town Center Fees

2016 Annual Town Center Fees

— Membership Fee

$1167(3% increase/$33 per year)

— Expense Fee

$1077(8% increase/$86 per year) Town Center Membership Fee

— Set annual amount. — Annual amounts were designated in the Town Center

Documents from 2001 through 2011.

— After 2011, per the documents the Town Center Owner can

increase or decrease this fee but not more than 10% annually.

— The fee determined by the documents through 2011 was

$1000.

— The Town Center Membership fee today is $1167.

— 5.2.2 Town Center Expenses Fee “Separate and apart from the Town Center Membership Fee, each Owner agrees to

pay, without setoff or reduction, to the Town Center Owner, or it’s designees, the Town Center Expenses Fee, which shall be equal to a pro rata portion of the Town Center Owner’s costs and expenses of owning, operating, managing, maintaining and insuring the Town Center and the Town Center Facilities. For purposes of clarity, the Town Center Expenses Fee shall be calculated following the application of revenues from goods and services sold or provided at the Town Center Facilities (exclusive of the costs and expenses for individualized services paid directly by a Member to a third party provider, such as, but not limited to, tennis lessons, fitness trainers, massage therapists; all payments for such services are and would be made by the Member to the Town Center Owner, and the Town Center Owner remits such funds directly to the third party provider of such services without reductions in the payment amount for any reason). The Town Center Owner, in its sole discretion, may require the Owner of a Home to pay the Town Center Expenses Fee on an annual or other basis in advance, based on prior poor payment history or other financial concerns.”

2016 Expense Fee Calculation

—

The net margin after operating revenues is divided by the anticipated build-out number.

—

Operating capital expenses are included in the

• calculation. Improvements and repairs to existing

facilities.

—

2016 Expense Fee Divisor is now 2500 (2260 was used in 2015)

Expense Fee Drivers

— The following were main factors related to the expense fee

increase:

— Administrative

Notes

— Cleaning Contract

New Facilities

— Equipment PM

New Bldg(A/C & Kitchen)

— Geothermal Pool Heating

New Pool

— Pool Service / Cleaning

New Pool

— Utilities (Electric, Fuel, Water, Sewer)

New Bldg

— F&B

— Labor

Increased Hours, New Operation

6 new positions & adjustments to existing roles

— Operating Supplies

Paper, plastic, chemicals

— Leases

Dish and ice machine

— Fitness

— Labor

Additional classes

1 full time instructor, adjustments to existing roles

— Landscape

— Labor

Increased maintenance

1 full time landscaper

2016 Plan

Revenues Food & Beverage 971,150 Tennis 35,650 Fitness 94,190 Other 198,473

Total 1,299,463 Expenses COST OF SALES

Food &Beverage 365,586 Tennis & Fitness 19,567

Total 385,153

Department Operating Expenses Administrative 1,195,649 F&B Ops 765,294 Landscaping 285,110 Tennis 207,352 Fitness 300,846 Aquatics & Recreation 184,674 Other 380,855 Capital Expenses 286,800

Total Expenses 3,991,733 Net Margin (2,632,270)

Divided by Total Build out 2500

Resulting Per Resident Fee 1077

2016 Expense Fee Calculation: Operating Revenues – Operating Expenses = Net Margin Net Margin / Buildout = Expense Fee

2015 Capital Improvements

— Completed:

— Dehumidifiers in Sewing Room — Dehumidifiers in Destinations — Town Center Access System — Magnolia Room Audio Improvements — New Table Saw – Wood Shop — New Steamer & Mixer – Destinations — Misc Concrete Repairs & Improvements — Tennis Casita Flooring — Indoor Pool Handicap Chair (In process) — Fitness Center A/C (Unplanned) — Destinations A/C (Unplanned) — Tennis A/C (Unplanned)

2015 Additional Capital Improvements (Funded by WCI)

— Fitness Center Renovation — New Fitness Equipment — Flip – Flops Pool Bar — Two Additional Group Exercise Rooms — Additional Lap Pool

2016 Planned Capital Improvements

— $286,600– Included in the expense fee calculation — Included:

— Pool Access Swipe Card System — Parking Lot Resurface — Magnolia Room Floor Replacement — Drainage Repairs — Additional Pickleball Courts — Additional Landscape Pots — Destinations Equipment

—

Heatlamps

—

8 Burner Range

—

New Beer Cooler

—

Electric Oven for Magnolia Room — Tennis & Pickleball Light Fixture Replacement — Pickleball Court Resurface — Pickleball Fence Repair — Complete Tennis Court Resurface/Reslope — Fitness Center Front Hallway Paint — Outdoor Pool Shower Replacement — Wood Shop Air Filtration System

*All capital allocations are subject to change or be reallocated

2016 Additional Capital Improvements (Funded by WCI)

— Reviewing locker room space and aesthetic needs. — “Old Frescos” space will be repurposed. — Reviewing possible plans for spa room

improvements.

Flip-Flops Info….

• Open 7 Days per week as of January 4
• Lunch Service:

11am – 3pm

• Bar Service:

11am – 5pm

• Daily Drink Specials!
• Service is meant to be quick & casual. Poolside service is

available for pickup or delivery. All Poolside orders will be prepared in reusable to-go containers.

• Activity levels will be monitored and hours will expand as

necessary.

• Summer hours of operation will reduce but are yet to be

determined. Menu Handout Page 8

Continued….

— Flip-Flops Dress code

— Casual! — Bathing suits are permitted however shirts and cover

ups are required while dining at the bar or at a table.

• No outside food permitted while food service is available.
• No outside alcohol permitted.
• No glassware permitted.
• New Lap Pool
• Adults Only – 16 Years of Age or Older.
• Certain times will be designated for lap swimming only.
• 65’ in length. 1 mile = 41 laps

Operational Updates

— The Town Center Administrative Office is located across from the Art Room. The hours are

9:00am - 5:00pm, Monday - Friday. Appointments are highly recommended and preferred.

— Lauren Watson – Town Center Receptionist

— Office is now next to the Computer Room — Storage Yard Registration — Dog Park Registration — Woodshop Registration — Renter Registration — Resident IDs/Access Cards — Town Center Payments (or Front Desk of Soleil) — Event Registration

— REMINDER: There is a Copy/Fax Machine in the Lounge for Residents. — Billing questions or inquiries can be reviewed with Debbie Bill or Lauren Watson – Please call

to make an appointment.

— IMPORTANT Reminder! Make sure you make dining & event reservations!

— Destinations: Reservations can be made online at www.pelicanpreservelifestyles.com — Events: Reservations can be made by calling the Event Registration line at (239) 985-1685.

To make a reservation, please leave your full name, number of people in your party, phone number, and name of event.

Due to high call volume, you will not receive a confirmation call. You will only receive a call if there was an issue in making your reservation.

Handout Page 9

Operational Updates Continued…

— Town Center Access System (Resident ID Cards)

— Cards are issued on Tuesdays & Thursdays between

2pm - 4pm in Lauren’s office.

— Accessible doors

— Sewing Room (Cards required at all times) — Billiard Room (Cards required at all times) — Art Studio (Cards required at all times) — Lounge, Computer & Cards are Accessible through the East

and West double doors. (Cards required from 7pm until 11pm)

— Access system on pool will be installed in January or

• February. Cards will be required at all times.

Handout Pages 11 thru 14

Operational Updates Continued…

• Golf Cart Parking Lot – GOLF CARTS ONLY

THESE ARE NOT GOLF CARTS! J

Dear Pelican Preserve Resident: We know that many of you rent out your homes or condos at various times of the

• year. We‘ve included the proper steps below as a reference for a seamless

renter experience. Step 1: Contact your association Manager and request the required rental approval forms as well as the application fee amount. This may vary by neighborhood. Step 2: Complete the forms and submit back to your association Manager with application fee who will then have the Board sign and approve. Step 3: The association Manager will then submit the executed approval forms to Pelican Preserve Community Association for the Association Manager and Master Board to review and approve. The Master Board will forward your approved rental forms to the Town Center Amenity. Step 4: Your renters must register with Lauren Watson in the Pelican Lounge or Kim Davis at Soleil Health and Fitness to receive their temporary membership cards and rental packet. They will be asked to pay a $200 administrative transfer fee for the membership transfer. If renters have already paid this fee to the owner then the owner must pay the Town Center prior to their renter‘s arrival. NOTE: If you are a Member of the Golf Club and choose to transfer your golf membership to your renter then you must submit a completed golf membership transfer agreement available from Chris Pilgrim or online at www.pelicanpreservelifestyles.com. Please note that there is a $300 membership transfer fee to that must be paid to the Golf Club. If you have any questions on the process please contact your neighborhood property management company or Lauren Watson at (239) 985-1692 or laurenwatson@wcicommunities.com.

Rental Procedures

Handout Page 10

More Town Center Information ….

Club Billing Update

Handout Page 15

Thank you for your continued support!

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Design Review and Golf Cart Rules

Special Reports

Sarah Mabrey, PP Property Manager

Handout Pages 16 and 17

Castle Group Management Contacts

• Sarah Mabrey

(Property Manager) – smabrey@castlegroup.com

• Jill Busbin

(Assistant Property Manager) – jbusbin@castlegroup.com

• Gennaro Hartsough

(Assistant Property Manager) – ghartsough@castlegroup.com

• Chris Santos

(Administrative Assistant) – csantos@castlegroup.com – 239-985-1634

• Resident Services

– 1-800-337-5850 (Also for after-hours emergencies)

• Register Online at:

– http://pelican-preserve.net – Please note the website platform has changed and you will need to register and verify your account.

• Come see us at:

– Castle Group Office Hours in Sales Center: Monday-Friday 9:00-4:30

Pelican Preserve ACC Update

V ALL EXTERIOR MODIFICATIONS MUST GO THROUGH THE DESIGN REVIEW PROCESS AT THE MASTER ASSOCIATION. V THE MASTER ASSOCIATION APPOINTED 5 RESIDENTS, EACH REPRESENTING DIFFERENT HOME PRODUCT WITHIN THE COMMUNITY , TO OFFICIALLY FORM THE ARCHITECTURAL CONTROL COMMITTEE (ACC). V THE ACC WAS FIRST TASKED WITH COMPILING A SET OF STANDARD DESIGN

GUIDELINES FOR PELICAN MASTER. THEY HAVE SUBMITTED THESE DRAFT

GUIDELINES TO THE PRESIDENTS OF EACH ASSOCIATION FOR REVIEW AND FEEDBACK. V ONCE NEIGHBORHOOD FEEDBACK IS RECEIVED, THE MASTER BOARD WILL REVIEW AND ADOPT A COMPLETED SET OF DESIGN GUIDELINES. V THESE GUIDELINES WILL BE THE STANDARD AT WHICH THE ACC WILL REVIEW AND APPROVE/DENY ALL DESIGN REQUESTS. V RESIDENTS WILL BE UPDATED ON THE PROCESS AND PROVIDED ACCESS TO THE GUIDELINES ONCE ADOPTED BY THE BOARD.

Pelican Preserve Golf Cart Rules

V GOLF CARTS MUST BE REGISTERED WITH THE MASTER HOA AND PROOF OF INSURANCE PROVIDED.

V

GOLF CARTS ARE RESTRICTED TO DRIVERS OF AGE 16 OR GREATER WHO WILL OPERATE THE CART IN A SAFE, PRUDENT MANNER. V ALL CARTS MUST BE MANUFACTURED BY EZ-GO OR EQUIVALENT. V THE BODY COLOR OF ALL CARTS MUST BE WHITE OR BEIGE OR EQUIVALENT. V ALL CANOPY TOPS AND VINYL SEATS MUST BE BEIGE OR EQUIVALENT. V ALL GOLF CARTS MUST BE EQUIPPED WITH EFFICIENT BRAKES, RELIABLE STEERING APPARATUS, SAFE TIRES, A REAR VIEW MIRROR AND RED REFLECTORIZED WARNING DEVICES IN BOTH FRONT AND REAR. CARTS MUST BE

• ELECTRIC. CARTS DRIVEN BETWEEN THE HOURS OF SUNSET AND SUNRISE MUST

HAVE FUNCTIONING HEADLIGHTS, TAILLIGHTS, BRAKE LIGHTS, TURN SIGNALS AND A WINDSHIELD. V CUSTOMIZED CARTS ARE PROHIBITED.

Pelican Preserve Traffic Rules

V GOLF CARTS AND BICYCLES ARE CONSIDERED

“VEHICLES” IN THE STATE OF FLORIDA.

V ALL “VEHICLES” MUST OBEY ALL TRAFFIC CONTROLS, SIGNS, AND SIGNALS…STOP MEANS STOP! V SLOW DOWN. SAFETY 1ST FOR ALL

RESIDENTS AND GUESTS IN PELICAN. SPEED LIMIT SPEED LIMIT IS 30 ON IS 15 IN PELICAN BLVD. ALL NEIGHBORHOODS

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PPAC Report: Ponds Work Group

Special Reports

Bob Geppert

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* Committee Members and Areas of Responsibility

* Ponds Standards document approved by the GSCDD * Water Quality Report * Aeration Installation Project Update * Wash-out Repair Project Update * Pond Bank Restoration Project Repair Update * Gutter and Downspout Initiative Report * Littorals, Line of Sight boundaries –Pilot Pond * Inspection and Cleaning Storm Water Piping * Cypress Grove Turnover Status

State of the Ponds: 2015 Year End Report

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Pond Bank Restoration Project and Repair

Alongside Heron # 7 looking toward Sevilla Tuesday, January 12th, 11:00am

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Tuesday, January 12th, 11:00am

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Tuesday, January 12th, 11:00am

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Handout Page # 18

Neighborhood Association Presidents and Representatives

Written Reports / Information

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Sewing Pelicans

Written Reports / Information

Handout Page 19

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Over 1200 items donated to charity in 2015, over 5000 items since 2008!

*Quilts for nursing homes and hospice *Hats for the surgical care unit at Health Park *Comfort Bears for children in distress *Heart pillows for women cancer patients. ….For all the donations left in the sewing room which allow us to bring comfort, smiles, and warmth to the people and

• rganizations we touch.

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Butterfly Garden

Make yourself part of this Picture by Volunteering!

Handout Pages 20 and 21

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Wednesday Night Movies

1500 people will attend the 14 films scheduled this season!

Award Winning, Independent, and Documentary Films

Written Reports / Information

Resident Volunteers make this all possible.

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Written Reports / Information

Alliance Membership Application Form

Handout Page 22

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Question / Answer Session

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