Residents Alliance March 27 th , 2019 Presidents Report Carole - - PowerPoint PPT Presentation

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Residents’ Alliance

March 27th, 2019

President’s Report

1) Meeting Structure 2) Pelican Preserve Entities

Carole Brokke

1) Structure of Meeting 2) Pelican Preserve Entities

President’s Report

Carole Brokke

Presidents Council Neighborhood Associations

Flow Chart for Pelican Preserve and Responsibilities

Flowchart Page 1 …. Descriptions Page 2 , 3

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 24th – 1/11/19 Minutes January 26th – Call For Nominations February 9th – 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

• f the nominee and received by the

Secretary of the Alliance not less than fifteen (15) days in advance of the annual meeting. 


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

Alliance Elections

Joseph M. Rowe Thomas C. Shaner

Candidates

(Pictures are on pages 5 and 6)

PPAC REPORT

Pelican Preserve Advisory Committee

Phil Mezey

Background

PPAC REPORT

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

RESIDENTS ALLIANCE NEIGHBORHOOD ASSOCIATIONS

• -CASTLE MANAGEMENT
• -SCHOO MANAGEMENT
• -SENTRY MANAGEMENT
• -ASSOCIA GULF COAST
• -CORNERSTONE MGMT
• -J. GARTH & ASSOCIATES
• -STARFISH MANAGEMENT
• -VESTA PROPERTY SERVICES

COMMUNITY DEVELOPMENT DISTRICT (CDD) PELICAN PRESERVE ADVISORY COMMITTEE PONDS/WETLANDS WORK GROUP MASTER ASSOCIATION WCI / LENNAR (DEVELOPER) CASTLE MANAGEMENT THE CLUB (ICON TEAM) TOWN CENTER (ICON TEAM) WARRANTY DEPARTMENT

PELICAN PRESERVE CASTLE GROUP OPERATIONAL STRUCTURE

GATEWAY SERVICES COMMUNITY DEVELOPMENT DISTRICT (GSCDD) PELICAN PRESERVE ADVISORY COMMITTEE (PPAC) PONDS/WETLANDS WORK GROUP (PWWG) PELICAN PRESERVE COMMUNITY ASSOCIATION (PPCA or MASTER) SAFETY & SECURITY WORK GROUP (SSWG) PRESIDENTS’ COUNCIL NEIGHBORHOOD ASSOCIATIONS ARCHITECTURAL CONTROL COMMITTEE (ACC)

Castle Management – Meet the Staff

V MANAGES PELICAN PRESERVE COMMUNITY ASSOCIATION (MASTER)

V

SCOTT SCHARNOTT– PROPERTY MANAGER - 239-985-1628

V

SSCHARNOTT@CASTLEGROUP.COM

V

CHRIS SANTOS – ASSISTANT PROPERTY MANAGER –

239-985-1651

V

CSANTOS@CASTLEGROUP.COM

V

GINA MANZO – ADMINISTRATIVE ASSISTANT – 239-985-1634

V

GMANZO@CASTLEGROUP.COM

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WESLEY USELIS – MAINTENANCE TECH LOCATED IN THE WELCOME/SALES CENTER MONDAY-FRIDAY 9:00AM – 4:30PM

Castle Management – Meet the Staff

V MANAGES SUB-ASSOCIATIONS: V CARENA (GREG) V MATERITA I (GREG) V MATERITA II (TRICIA) V VICENZA (TRICIA) V PALAZZO IV (TRICIA) V CASELLA I (JILL) V CASELLA II (JILL) V PALAZZO III (JILL) V PRATO (JILL)

V

JILL BUSBIN – PROPERTY MANAGER V 239-985-1634

V JBUSBIN@CASTLEGROUP.COM V

GREG ROUGHGARDEN– PROPERTY MANAGER V 239-985-1652

V GROUGHGARDEN@CASTLEGROUP.COM V

TRICIA HUFFER – PROPERTY MANAGER V 239-498-5455 EXT. 4025

V THUFFER@CASTLEGROUP.COM

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 – EXT. 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

• VESTA 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

• n behalf of, and reports to, the Board of Directors, which includes:

V

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 LEVEL

V

PROCESSES ALL SALES & LEASE APPLICATIONS TO PROVIDE MASTER ASSOCIATION APPROVAL

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GOLF CART REGISTRATIONS

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IMPLEMENTS THE MANAGEMENT OPERATIONS AGREEMENT WITH THE GSCDD

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MAINTAINS PPCA WEBSITE WWW. PELICAN-PRESERVE.NET

Castle Management – What We Do

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OVERSEES ALL SERVICE AGREEMENTS AND CONTRACTS FOR THE GSCDD AND PPCA

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PREPARES OPERATIONAL BUDGETS

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ANNUAL REVIEW OF ALL CONTRACTS FOR THE MASTER ASSOCIATION (PPCA) AND THE GSCDD

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PROCESS ALL AP FOR THE PPCA AND THE GSCDD

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ANNUAL REVIEW AND RENEWAL OF ALL INSURANCE POLICIES

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ESTABLISHES ANNUAL PLANNING CALENDAR

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MAINTAINS OFFICIAL RECORDS OF THE PPCA

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UPDATE ANNUAL COMMERCIAL PROPERTY FEES TO THE PPAC

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COLLECTIONS ON PAST DUE ACCOUNTS

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WORK WITH LEGAL COUNCIL ON COMMUNITY ISSUES AND COLLECTIONS ON BAD DEBT

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OVERSEES SECURITAS AND DWELLINGLIVE FOR COMMUNITY ACCESS AND PATROLS

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WORK WITH PPCA AND GSCDD LEADERSHIP GROUPS AND COMMITTEES

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PREPARE BACK-UP DOCUMENTATION FOR ANNUAL AUDITS

Gateway Services CDD

V GATEWAY SERVICES COMMUNITY DEVELOPMENT DISTRICT (CDD) IS A GOVERNMENTAL UNIT THAT TAKES CARE OF SOME OF OUR COMMON AREAS INFRASTRUCTURE AND FACILITIES WITHIN PELICAN PRESERVE. THESE ITEMS ARE STILL MANAGED BY THE MASTER ASSOCIATION PROPERTY MANAGER. SOME OF THE AREAS MAINTAINED BY THE CDD ARE

V

GUARDHOUSE V STREET LIGHTS V COMMON AREA STREETS V PONDS V FEES ARE ASSESSED BY THE CDD TO HELP PAY FOR THESE SERVICES AND THESE ARE COLLECTED ON YOUR TAX ROLL. VIEW YOUR INFORMATION BY VISITING

V

WWW.LEEPA.ORG V GATEWAY SERVICES CDD CUSTOMER CARE V (239)-561-1313

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WWW.GATEWAYDISTRICT.ORG

v customercare@gatewaydistrict.org

Reports Committees / PP Entities / Projects

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