Want to Help make our community better? The Residents’ Alliance Are All Volunteers. JOIN US! Complete the MEMBERSHIP APPLICATION form (Page 8) in the handout packet.
Residents’ Alliance March 27 th , 2019
President’s Report Carole Brokke 1) Meeting Structure 2) Pelican Preserve Entities
President’s Report Carole Brokke 1) Structure of Meeting 2) Pelican Preserve Entities
Flow Chart for Pelican Preserve and Responsibilities Flowchart Page 1 …. Descriptions Page 2 , 3 Presidents Council Neighborhood Associations
Treasurer’s Report Steve Lubinski Handout Page 4
Alliance Elections Nominating Committee for Election of Directors Thomas Shaner Marilyn Moir John Oakes
Alliance Elections January 24 th – 1/11/19 Minutes January 26 th – Call For Nominations February 9 th – Information on Election
Alliance Elections Additional nominations may be made provided that they are made in writing, endorsed by at least ten (10) voting members in good standing, with the written consent of the nominee and received by the Secretary of the Alliance not less than fifteen (15) days in advance of the annual meeting.
Alliance Elections The Secretary shall then be responsible for seeing that all Members with the privilege of voting are immediately notified in writing or by electronic mail of any additional nominations. There shall be no nominations from the floor
Candidates Joseph M. Rowe Thomas C. Shaner (Pictures are on pages 5 and 6)
PPAC REPORT Pelican Preserve Advisory Committee Phil Mezey
PPAC REPORT Background GSCDD Gateway Services Community Development District Owns Pelican Preserve Infrastructure Assets Controls operation and maintenance Governed by an elected Board of Supervisors.
PPAC REPORT PPAC Pelican Preserve Advisory Committee Advises GSCDD Board Concerning Asset Management Budgets and Monitors Expenses Protects and Balances Residents Interests Works with Alliance and Castle Management Uses Work Groups in Major Areas of Interest
PPAC REPORT Current Areas of Focus Ponds and Wetlands Work Group Preserve Bridge Refurbishment Front Gate Traffic Control Fort Myers Police Traffic Patrols Road Safety Concerns 2020 Budget
PPAC REPORT Organizational Information Meetings: Second Thursday at 2:00 pm Minutes: Available on GSCDD Website Members: Ron DaPointe Bob Geppert John Grega Nancy Hall Phil Mezey Nancy Olson Joe Schofield
PELICAN PRESERVE Community Association Management Organization And Turnover
PELICAN PRESERVE COMMUNITY WCI / LENNAR DEVELOPMENT RESIDENTS (DEVELOPER) DISTRICT (CDD) ALLIANCE MASTER ASSOCIATION THE CLUB WARRANTY (ICON TEAM) NEIGHBORHOOD DEPARTMENT ASSOCIATIONS PELICAN PRESERVE CASTLE ADVISORY MANAGEMENT COMMITTEE --CASTLE MANAGEMENT TOWN --SCHOO MANAGEMENT CENTER --SENTRY MANAGEMENT (ICON TEAM) --ASSOCIA GULF COAST PONDS/WETLANDS --CORNERSTONE MGMT WORK GROUP --J. GARTH & ASSOCIATES --STARFISH MANAGEMENT --VESTA PROPERTY SERVICES
PELICAN PRESERVE CASTLE GROUP OPERATIONAL STRUCTURE PELICAN GATEWAY PRESERVE SERVICES COMMUNITY COMMUNITY ASSOCIATION DEVELOPMENT (PPCA or MASTER) DISTRICT (GSCDD) PELICAN ARCHITECTURAL PRESIDENTS’ PRESERVE CONTROL COUNCIL ADVISORY COMMITTEE COMMITTEE (ACC) (PPAC) NEIGHBORHOOD ASSOCIATIONS PONDS/WETLANDS SAFETY & SECURITY WORK GROUP WORK GROUP (PWWG) (SSWG)
Castle Management – Meet the Staff V MANAGES PELICAN PRESERVE COMMUNITY ASSOCIATION ( MASTER ) SCOTT SCHARNOTT – PROPERTY MANAGER - 239-985-1628 V SSCHARNOTT @ CASTLEGROUP . COM V CHRIS SANTOS – ASSISTANT PROPERTY MANAGER – V 239-985-1651 CSANTOS @ CASTLEGROUP . COM V GINA MANZO – ADMINISTRATIVE ASSISTANT – 239-985-1634 V GMANZO @ CASTLEGROUP . COM V WESLEY USELIS – MAINTENANCE TECH V LOCATED IN THE WELCOME / SALES CENTER MONDAY - FRIDAY 9:00 AM – 4:30 PM
Castle Management – Meet the Staff V MANAGES SUB - ASSOCIATIONS : JILL BUSBIN – PROPERTY MANAGER V V CARENA ( GREG ) V 239-985-1634 V MATERITA I ( GREG ) V JBUSBIN @ CASTLEGROUP . COM V MATERITA II ( TRICIA ) GREG ROUGHGARDEN – PROPERTY MANAGER V V VICENZA ( TRICIA ) V 239-985-1652 V PALAZZO IV ( TRICIA ) V GROUGHGARDEN @ CASTLEGROUP . COM V CASELLA I ( JILL ) TRICIA HUFFER – PROPERTY MANAGER V V CASELLA II ( JILL ) V 239-498-5455 E XT . 4025 V PALAZZO III ( JILL ) V THUFFER @ CASTLEGROUP . COM V PRATO ( JILL )
Sub-Association Management SCHOO MANAGEMENT (239) 481-4700, DICK ROURKE • AVILA , BELLAGIO , MILANO , MONTICELLO , SIENA , TIBERIO , TOSCANA , TREVISO , TRIESTE , VERONA , – VIADANA , PALAZZO I & II SENTRY MANAGEMENT (239) 277-0112 • SOLARO – SHANA CONTI – E XT . 51822 – ASSOCIA GULF COAST (239) 277-0718 • SEVILLA – RENE DAHL – STARFISH ASSOCIATION MANAGEMENT (239) 275-9509, DAWN DEBONIS • AZZURRA – CORNERSTONE PROPERTY MANAGEMENT (239) 489-2696, SHERRY NASSOIY • AVIANO , TRENTINO ESTATES – J . GARTH & ASSOCIATES (239) 369-4216, JON MILLER • RAVENNA – • V ESTA PROPERTY SERVICES (239) 947-4552, KEN CASEY PORTOFINO , CAMARELLE –
Castle Management – What We Do Proudly Managed by Castle Group Castle Group manages the Pelican Preserve Community Association on behalf of, and reports to, the Board of Directors, which includes: MANAGEMENT OF ALL COMMON AREA MAINTENANCE V PROVIDES BARCODES FOR OWNERS ’ AND TENANTS ’ VEHICLES FOR GATE ACCESS V PROCESSES FINAL REVIEW OF DESIGN REVIEW REQUESTS AT THE MASTER ASSOCIATION V LEVEL PROCESSES ALL SALES & LEASE APPLICATIONS TO PROVIDE MASTER ASSOCIATION V APPROVAL GOLF CART REGISTRATIONS V IMPLEMENTS THE MANAGEMENT OPERATIONS AGREEMENT WITH THE GSCDD V MAINTAINS PPCA WEBSITE WWW . PELICAN - PRESERVE . NET V
Castle Management – What We Do OVERSEES ALL SERVICE AGREEMENTS AND CONTRACTS FOR THE GSCDD AND PPCA V PREPARES OPERATIONAL BUDGETS V ANNUAL REVIEW OF ALL CONTRACTS FOR THE MASTER ASSOCIATION ( PPCA ) AND THE GSCDD V PROCESS ALL AP FOR THE PPCA AND THE GSCDD V ANNUAL REVIEW AND RENEWAL OF ALL INSURANCE POLICIES V ESTABLISHES ANNUAL PLANNING CALENDAR V MAINTAINS OFFICIAL RECORDS OF THE PPCA V UPDATE ANNUAL COMMERCIAL PROPERTY FEES TO THE PPAC V COLLECTIONS ON PAST DUE ACCOUNTS V WORK WITH LEGAL COUNCIL ON COMMUNITY ISSUES AND COLLECTIONS ON BAD DEBT V OVERSEES SECURITAS AND DWELLINGLIVE FOR COMMUNITY ACCESS AND PATROLS V WORK WITH PPCA AND GSCDD LEADERSHIP GROUPS AND COMMITTEES V PREPARE BACK - UP DOCUMENTATION FOR ANNUAL AUDITS V
Gateway Services CDD V G ATEWAY S ERVICES C OMMUNITY D EVELOPMENT D ISTRICT (CDD) IS A GOVERNMENTAL UNIT THAT TAKES CARE OF SOME OF OUR COMMON AREAS INFRASTRUCTURE AND FACILITIES WITHIN PELICAN PRESERVE . T HESE ITEMS ARE STILL MANAGED BY THE M ASTER A SSOCIATION P ROPERTY M ANAGER . S OME OF THE AREAS MAINTAINED BY THE CDD ARE GUARDHOUSE V V S TREET LIGHTS V C OMMON AREA STREETS V P ONDS V F EES ARE ASSESSED BY THE CDD TO HELP PAY FOR THESE SERVICES AND THESE ARE COLLECTED ON YOUR TAX ROLL . VIEW YOUR INFORMATION BY VISITING WWW . LEEPA . ORG V V G ATEWAY S ERVICES CDD C USTOMER C ARE V (239)-561-1313 WWW . GATEWAYDISTRICT . ORG V v customercare@gatewaydistrict.org
Reports Committees / PP Entities / Project s Town Center Purchase Dave Matthews Rich Rittenberg Philip Rovner
QUICK REFRESHER • Why Purchase Town Center? • Gain Control of the future operation and fees • Lock in long term fixed interest lower rates • Save in Excess of $6 million vs. Declaration Formula, Principal Payments and Excess Cash • Who Purchases Town Center? • Pelican Preserve Community Association (Master) • When will Purchase Occur? • Approximately 1 month Following Turnover
What is the Schedule? • Lennar agrees to an early turnover Turnover = Election of Owner-Controlled Board • 45-Day Notice is sent to Owners • Self-Nomination to Serve on Board • Solicit Proxies in lieu of Attending Meeting • Turnover Election of New Board Members • 30-Day Due Diligence by New Board • Board ONLY Approves Purchase Town Center & Secures Loan
What Occurs During Due Diligence? • Independent CPA inspects and reviews financial model, TC Financial Statements and accounts as agreed upon • Place Insurance with Independent Broker • Sign Updated Contract with ICON • Submit Property to Environmental Phase I • Appraisal for Bank • Prepare Independent Reserve Study
What Will Happen to our Fees? • ALL Fees are expected to remain in accord with historical increases • Operating Fee • Membership Fees ( now with two parts ) • Restricted Loan Repayment Fee • Reserve Fee • No Assessments – No Upfront Cash
Why the Need for Reserves? • Best Practice Requires Establishment of Reserves to Cover Capital Improvements and Capital Repairs. • There are NO Current Reserves . None were Required of the Developer • Reserves Need to be Sufficient or Assessments Might be Required in the Future.
Handout Page Number 7 UPDATED Neighborhood Associations Presidents List Handout Page Number 8 Residents Alliance Membership Application
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