BLUE LAKE COMMUNITY DEVELOPMENT
DISTRICT

LEE COUNTY Regular Board Meeting
JULY 9, 2024
3:00 P.M.

Special District Services, Inc.
The Oaks Center 2501A Burns Road
Palm Beach Gardens, FL 33410
www.bluelakecdd.org 561.630.4922 Telephone 877.SDS.4922 Toll Free 561.630.4923 Facsimile

AGENDA BLUE LAKE
COMMUNITY DEVELOPMENT DISTRICT
WildBlue Social Building 18721 WildBlue Boulevard Fort Myers, Florida 33913
Call-In Phone: 877-402-9753 Passcode: 1811087 REGULAR BOARD MEETING
August 13, 2024
3:00 P.M.

Call to Order
Proof of Publication…	Page 1
Consider Appointment to Board Vacancy in Seat 4…	Page 2
Administer Oath of Office and Review Board Member Duties and Responsibilities
Establish Quorum
Additions or Deletions to Agenda
Approval of Minutes
June 11, 2024 Regular Board Meeting…	Page 8
Old Business
New Business
Presentation of Cummins Cederberg Lake Bank Repair Report…	Page 13
Consider Resolution No. 2024-05 – Adopting a Fiscal Year 2024/2025 Meeting Schedule… Page 54
Consider Resolution No. 2024-06 – Adopting Goals and Objectives…	Page 56
Public Hearing
Proof of Publication…	Page 59
Receive Public Comments on Fiscal Year 2024/2025 Final Budget
Consider Resolution No. 2024-07 – Adopting a Fiscal Year 2024/2025 Final Budget…	Page 61
Consider Resolution No. 2024-08 – Adopting an Annual Assessment Resolution Fiscal
Year 2024/2025…	Page 69
Administrative Matters
Manager’s Report
Financials…	Page 72
Engineer’s Report
Attorney’s Report
Comments from the Public for Items Not on the Agenda
Board Members Comments
Adjourn

Publication Date 2024-07-24

Subcategory Miscellaneous Notices

Keywords:
Notice of Public Hearing & Reg Board Mtg of August 13, 2023

View original file 

Page 1

BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT

NOTICE OF PUBLIC HEARING TO CONSIDER THE ADOPTION OF THE FISCAL YEAR 2025 PROPOSED BUDGET(S); AND NOTICE OF REGULAR BOARD OF SUPERVISORS’ MEETING.
The Board of Supervisors (“Board”) of the Blue Lake Community Development District (“District”) will hold a public hearing and regular meeting as follows:

DATE:	August 13, 2024
TIME:	3:00 p.m.
LOCATION:	WildBlue Social Building
18721 WildBlue Boulevard Fort Myers, Florida 33913
The purpose of the public hearing is to receive comments and objections on the adoption of the District’s proposed budget(s) for the fiscal year beginning October 1, 2024, and ending September 30, 2025 (“Proposed Budget”). A regular Board meeting of the District will also be held at the above time where the Board may consider any other business that may properly come before it. A copy of the agenda and Proposed Budget may be obtained at the offices of the District Manager, c/o Special District Services, 2501A Burns Road, Palm Beach Gardens, Florida 33410, Ph: 561-630-4922 (“District Manager’s Office”), during normal business hours, or by visiting the District’s website at www.bluelakecdd.org.

The public hearing and meeting are open to the public and will be conducted in accordance with the provisions of Florida law. The public hearing and/or meeting may be continued in progress to a date, time certain, and place to be specified on the record at the public hearing and/or meeting. There may be occasions when Board Supervisors or District Staff may participate by speaker telephone.
Any person requiring special accommodations at the public hearing or meeting because of a disability or physical impairment should contact the District Manager’s Office at least forty-eight
(48) hours prior to the public hearing and meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY) / 1-800-955-8770 (Voice), for aid in contacting the District Manager’s Office.

Each person who decides to appeal any decision made by the Board with respect to any matter considered at the public hearing or meeting is advised that person will need a record of proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.
District Manager

BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT

www.bluelakecdd.org
PUBLISH: NAPLES DAILY NEWS 07/31/24

June 24, 2024

To Whom It May Concern:

Please accept this cover letter and resume in application for the vacant seat #4 on the Blue Lake COD.

As you will see on the included resume, I believe there are 5 reasons I would be an ideal fit for this vacancy:
I have a degree in engineering with more than 10 years experience working for some of the most highly regarded companies in the world.
	I have an MBA and more than 15 years experience in finance and accounting. For example, as CEO of Fair Wind Sailing I was responsible for developing and managing annual operating budgets. I also developed annual capital budgets and acquired the necessary funding to meet those requirements. Moreover, I was tasked with tax compliance in multiple taxing jurisdictions.
	As a licensed US Coast Guard Master Captain, I have more than 20 years experience in the marine industry. From this work, I possess detailed knowledge regarding hurricane and storm preparation (in fact have been aboard vessels for 2 hurricanes), storm recovery, and wave forecasting. I am currently utilizing this knowledge as part of the Wild Blue Amenities Lake Management Committee.
	I have a long history of public service. This includes serving as both Treasurer and CFO of Michigan Swimming. Also, I was on the Board of Education in Ridgefield, CT where we successful placed public bond issues for both new technology purchases and new school construction. While of the Board of Atlantis Swimming, I was responsible for capacity planning and management as well as asset management.
I am running unopposed for this seat in November.

I thank vou for your consideration and look forward to hearing from you.

Sincerely,

Captain David Bello 13685 Blue Bay Circle
248-563-5413
Captdave@fairwindsailing.com

CAPTAIN DAVID C. BELLO
13685 Blue Bay Circle Ft Myers, FL 33913
(248) 563-5413
captdave@fairwindsailing.com

PROFESSIONAL EXPERIENCE SUMMARY

10+ years engineering experience
	Process and Quality Control Engineer, Exxon Office Systems, Lionville, PA-responsible for product quality and manufacturing process improvement
Operations Manager, General Electric Aerospace, Mullica Hill, NJ - Member of start-up team for
greenfield manufacturing plant followed by manufacturing operations management
Program Manager/ Material Manager, Flextronics Inc., Great Falls, SC - Managed multi-million dollar inventory, led client relationships
Vice President Corp Development, CMGI Solutions, Andover, MA-  Identified acquisition
targets, negotiated deals and acquired assets to grow start-up company

20+ years executive leadership
Founded and led Fair Wind Sailing Inc., Bingham Farms, Ml. Performed all aspects of executive leadership for international sailing company. Responsible for all financials requirements across multiple taxing jurisdictions. Hired Captains, mechanics, etc. Acquired competing business in BVI.
Captained voyages over 15,000 nautical miles, including open ocean voyages from St Thomas, USVI -Annapolis, MD and Abaco, Bahamas-St Thomas, USVI (double-handed)
Extensive sailing on the US East Coast from Maine to Florida, Great Lakes, Bahamas, Caribbean and Chesapeake Bay and Atlantic ICW
Completed capacity planning, asset acquisitions, asset maintenance and asset financing

5 Years management consulting experience
Principle at Booz, Allen and Hamilton, New York, NY
Managed multi-million dollar, international consulting engagements

EDUCATION HISTORY

MBA , Columbia University- New York, New York
Dean's List, Statistics Teaching Assistant

BS - Engineering, University of Pennsylvania - Philadelphia, Pennsylvania

GOVERNMENT AND VOLUNTEER HISTORY

Member -- Wild Blue Amenities Lake Management Committee - Current

Member -- Wild Blue Amenities Hearing Committee - Current

CFO- Michigan Swimming, Lansing, Ml

Treasurer - Michigan Swimming, Lansing, Ml

Board Member - Planning Commission, Bingham Farms, Ml

Board Member- Cable Regulatory Board, Birmingham Ml

Board of Directors - Furniture Bank of Oakland County, Pontiac, Ml

Board of Directors -Atlantis Swimming, Birmingham, Ml

Board of Education - Ridgefield, CT

From: Karla Rapponotti <karlarapponotti@gmail.com>
Sent: Wednesday, June 12, 2024 9:23 AM
To: Kathleen Meneely <kmeneely@sdsinc.org>
Cc: Markrapponotti@aol.com
Subject: Blue Lake CCD Board

Ms. Kathleen Meneely District Manager Board of Supervisors
Blue Lake Community Development District Re Candidacy for Land Owner Seat #4 Good afternoon Kathleen
Please accept this letter and the attached resume regarding my candidacy for Seat #4 on the Blue Lake CDD Board. Beyond my experience regarding insurance coverage matters and complex architects & engineers litigation, I also served on the Board of Directors of 653 North Kingsbury. It is a 125 unit condominium association in Chicago. I am a full time resident of the Vista Blue community having relocated here in May 2023.
I am confident that I have the background and experience to be an addition to the current board regarding challenges that face the community.
I look forward to hearing from you Regards
Mark

Mark S. Rapponotti 14667 Blue Bay Circle Ft. Myers, Fl 33913

(312) 805-2433

BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING
JUNE 11, 2024

CALL TO ORDER

The June 11, 2024, Regular Board Meeting of the Blue Lake Community Development District (the “District”) was called to order at 3:02 p.m. in the WildBlue Social Building located at 18721 WildBlue Boulevard, Fort Myers, Florida 33966.

Ms. Meneely advised that she had received a resignation from Tommy Dean of Seat #5.

A motion was made by Mr. Edwards, seconded by Mr. Hasty and passed on a vote of 2 to 0 accepting the resignation of Tommy Dean.

Mr. Haber stated that in order to have a meeting, 3 Supervisors would need to be present so the remaining Board Members would need to appoint a third member.

Mr. Edwards made a motion, seconded by Mr./Hasty and passed unanimously appointing Matthew Shorey to Seat #5.

Ms. Meneely then administered the oath of office to Mr. Shorey and Mr. Haber went over the responsibilities and laws concerning Board membership.

PROOF OF PUBLICATION

Proof of publication was presented which showed that notice of the Regular Board Meeting had been published in the Naples Daily News on May 31, 2024, as legally required.

ESTABLISH A QUORUM
It was determined that the attendance of the following Board Members constituted a quorum:

Chairman	Chris Hasty	Present	
Vice Chairman	Scott Edwards	Present	
Supervisor	Matthew Shorey	Present	
Supervisor	Vacant		
Supervisor	Vacant		

Also present were the following Staff Members:

District Manager	Kathleen Meneely	Special District Services, Inc.	
District Counsel	Wes Haber (via phone)	Kutak Rock LLP	
District Engineer	Frank Savage	Barraco and Associates, Inc.	

Also present were Chris Fiore & David Furley of Gurley Fant (via phone) and Jeff Walker of Special District Services, Inc. (also present via phone).

Page 1 of 5

Also present were the following District residents: Mark Rapponotti, Bob McCormick, Janine Black, Marc & Sydell Nusbaum, Robert Kudlacik, Chad Culvahouse, Paul Thell, Steve Hamburger, Jim Spaulding, Lisa Tilson, Stephanie Vitron and Linda Jones.

District residents present via phone were Amy Leach, Greg Miholic, Dave Bello and others.

ADDITIONS OR DELETIONS TO AGENDA

Ms. Meneely asked that Mr. Shorey be designated as an Assistant Secretary.

A motion was made by Mr. Edwards, seconded by Mr. Hasty and passed unanimously designating Mr. Shorey as Assistant Secretary.

Ms. Meneely requested that the presentation from Gurley Fant (H1) be considered first and it was the consensus of the Board to do so.

COMMENTS FROM THE PUBLIC FOR ITEMS NOT ON THE AGENDA

Mr. McCormick asked who was in charge of taking out fish, as he saw residents shocking and putting fish back into the lake, assuming they were trying to get trophy fish. He stated that someone in a fishing group told the club to do this by an environmental group. Mr. Hasty stated that neither this Board nor Wild Blue CDD had been asked about stocking or shocking fish in the lake. Mr. McCormick asked if this would need to go through the CDD and if the lake is a catch and release body to which Mr. Edwards responded in the affirmative to both questions. Dr. Hamburger stated that he thought it was against Florida law to move fish from one lake to another.

APPROVAL OF MINUTES
May 14, 2024, Regular Board Meeting

The minutes of the May 14, 2024, Regular Board Meeting were presented for consideration.
Mr. Hasty noted that on Page 3 of the minutes, item I1, Cederberg Cummins should be Cummins Cederberg.
A motion was then made by Mr. Edwards, seconded by Mr. Hasty and passed unanimously approving the minutes of the May 14, 2024, Regular Board Meeting, as amended.
OLD BUSINESS
There were no Old Business items to come before the Board.

NEW BUSINESS
Gurley Fant Construction Litigation Attorney Research Update

Mr. Gurley presented their preliminary opinion as to the statute of limitations for claims based on alleged defects in the retaining wall and littoral shelf within the District. He stated his opinion, based on the review of documents, plans, e-mails and photos that the courts would interpret the wall’s failure during Hurricane Ian as a latent defect, meaning the CDD would not have discovered any defect prior to the

Page 2 of 5

storm. He continued that the stature of limitations for a latent defect runs from the time the defect is discovered which would be the September 2022 storm or later, when the engineer reports were obtained. Mr. Haber stated that there had been discussion on plat versus deed and Gurley Fant will have a real estate attorney brought in to research this area under their Gurley Fant’s umbrella. Mr. Gurley explained that they were construction attorneys and the opinion on this issue would come from a real estate lawyer.

Update on Cummins Cederberg Lake Bank Repair Report

Mr. Edwards advised that there was no formal update as the report had yet to be received by the District. Mr. Savage stated that Cummins Cederberg was working with the Blue Lake CDD as well as Wild Blue CDD. He added that Wild Blue CDD had received a draft and he anticipated similarities in the two reports. Mr. Hasty added that in Wild Blue, the report included seven different options, each varying in harding and the wave energy that could be handled. He continued that in Wild Blue’s report, the proposed costs assumed 100% replacement at a cost of $50 Million or $2,000 per linear foot. Mr. Hasty stated that he believed this is too high, as it does not make sense to make repairs or replace where not necessary. He added that he intends to challenge the engineer when he is back in the office from an overseas trip. He also stated that the CDD’s engineer, Barraco & Associates, were working with Cummins Cederberg and sending cross sections to contractors to get an idea what they would charge for that type of repair. Mr. Edwards indicated that it sounded like the Wild Blue report was based on repairs to the entire lake and at the most extreme cost and Mr. Hasty agreed. Mr. Savage opined that he had reviewed the Wild Blue draft report and did not believe 100% replacement was an appropriate solution and he hopes to see changes incorporated into the Blue Lake CDD report once completed.

Ms. Vitron asked about fetch and if a storm could come from the other direction. Mr. Edwards responded that the fetch was being looked at overall, no matter what the wind direction is. Mr. Hasty added that where the area is located in the State, it makes it difficult to get wind in a different direction, explaining the way storms hit the area. Dr. Hamburger asked how many linear feet there were in Vista Blue and Mr. Savage responded 3,500 feet whereas Wild Blue has 12,000 feet so Blue Lake CDD is a quarter of the Wild Blue estimate.

Consider Resolution No. 2024-04 – Adopting a Fiscal Year 2024/2025 Proposed Budget
Resolution No. 2024-04 was presented, entitled:
RESOLUTION 2024-04
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT APPROVING A PROPOSED BUDGET FOR FISCAL YEAR 2024/2025 AND SETTING A PUBLIC HEARING THEREON PURSUANT TO FLORIDA LAW; ADDRESSING TRANSMITTAL, POSTING AND PUBLICATION REQUIREMENTS; ADDRESSING SEVERABILITY; AND PROVIDING AN EFFECTIVE DATE.

Mr. Walker stated that an assessment increase was required primarily due to the creation of a maintenance reserve in the amount of $50,000 and addressing deficit funding from last year. Ms. Meneely added that Supervisor stipends were added in case the new resident Board Members want to receive them. She continued that legal services were also increasing, not for day-to-day legal expenses, but if Gurley Fant or other outside legal opinions are necessary. Mr. Haber went over the budgeting process, noting that the budget could be lowered at the public hearing, but not raised. Mr. Hasty stated

Page 3 of 5

that the net increase was $270 per unit for O&M and an audience member stated it came to 8.7%. Mr. Edwards added that the increase was the same for every lot size.

Ms. Leach asked if it ends up that Lennar is responsible for the wall, will expenses will be reimbursed. Mr. Haber stated that any party in litigation can ask to recover amounts and use funds to offset future assessments. He added that settlement discussions on damages would be taken into consideration.

A motion was made by Mr. Edwards, seconded by Mr. Hasty and passed unanimously adopting Resolution No. 2024-04, as presented, setting the Public Hearing for August 13, 2024, at 3:00 p.m.

ADMINISTRATIVE MATTERS
Manager’s Report

Financials
Ms. Meneely went over the financials. Mr. Hasty asked if all revenue was in to which Mr. Walker responded that close to 100% had been received.

Ms. Meneely advised that the Board vacancy announcement had been sent to the HOA and she anticipated presenting applications at the July meeting.

Ms. Meneely reminded the Board that their next meeting was scheduled for July 9, 2024, at 3:00 p.m.

Engineer’s Report

Mr. Savage had nothing further to report at this time.

Attorney’s Report

Mr. Haber stated that he received a question from Mr. Miholic regarding land ownership for purposes of the landowner election. He added that the lake and preserve property was greater than the number of lots so the landowner controls the outcome of that election.

BOARD MEMBER COMMENTS

There were no further comments from Board Members.

ADJOURNMENT

There being no further business to come before the Board, a motion was made by Mr. Shorey, seconded by Mr. Edwards and passed unanimously adjourning the Regular Board Meeting at 4:11 p.m.

ATTESTED BY:

	
Secretary/Assistant Secretary	Chairperson/Vice-Chair

Alternatives Analysis Report

Blue Lake Shoreline Stabilization

Prepared for:
Blue Lake Community Development District

Cummins Cederberg, Inc.

CumminsCederberg.com
Page 13

Alternatives Analysis Report
Blue Lake Shoreline Stabilization

Blue Lake Community Development District

  

Version

CONTENTS

Introduction	3

Engineering Considerations	12

Environmental Permitting Considerations	26

Opinion of Probable Cost	34
Conclusions and Recommendations	36
References	40
APPENDICES

LIST OF FIGURES

LIST OF PHOTOS

LIST OF TABLES

Blue Lake Shoreline Stabilization Alternatives Analysis
Fort Myers, Florida
June 28, 2024

INTRODUCTION
General

Project Introduction

Figure 1

Figure 2)

3

create the lake front community. The surrounding area is encompassed by protected areas of wetlands, which drain into the Blue Lake community. The lake perimeter features a hardened shoreline with a shallow littoral shelf and steep drop-off depths of up to 20 feet (Hans Wilson & Associates, 2023).

N

Figure 1. Project location.

Objective

The primary objective of the alternatives analysis is to evaluate different shoreline stabilization methods (e.g., retaining walls, living shorelines, rock revetments) and layouts (i.e., same vs. expanding footprints) relative to engineering design and environmental permitting. Additional engineering design considerations evaluated include existing shoreline conditions, extreme events, constructability, stormwater runoff and reallocation, scour, sediment transport, and undermining. The environmental permitting factors evaluated include wetland resources (e.g., wetland and terrestrial vegetation), required regulatory authorizations, property ownership, and estimated permitting timeline and fees. General discussions of the next steps for planning, permitting, design, cost, and construction are also presented. This summary is based on Cummins Cederberg's experience, available background information, site inspections, surveys,

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 4

an initial review of pertinent regulations as they apply to this specific site, and precedent guidance; it does not constitute a legal opinion.

\

N

N

Figure 2. Project site, red line indicating a hardened shoreline structure.

Existing Conditions

Cummins Cederberg conducted an initial site visit on March 5, 2024, to become familiar with the Project site and needs of the Blue Lake CDD. During the site visit, general observations of existing environmental conditions were documented, including presence of wetland vegetation (e.g., emergent and aquatic vegetation), as well as upland and littoral shelf plantings.

The vast majority of Blue Lake's shoreline is protected by a vinyl sheet pile retaining wall. The lake features a short stretch of shoreline with riprap revetment placed over a failed portion of retaining wall, located on the north side of the lake (Photo 1). The lake also features portions of riprap armoring adjacent to a community boat ramp and lake elevation control weirs. Waterward of sections stabilized by a retaining wall, an emergent littoral shelf was observed in varying widths (with an average of 15 feet from the retaining wall face at the time of the site visit) and consisting

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
 5

of a rocky substrate with limited vegetation (Photo 2). Landward of the retaining wall are residential lots with a raised berm directly behind the retaining wall. The berm height varied between 0.8 to 5.1 feet above the retaining wall cap elevation and were located approximately 6 to 26 feet behind the existing retaining wall. Residential structures and pools were not observed within the immediate vicinity of the retaining wall; however, minor structures including weirs, docks, and outfalls were observed along the shoreline. The retaining wall's exposed height varied between approximately 1 and 4 feet (Photo 3). Minor to moderate wave action from boat wake was observed to travel into the littoral shelf and impact the shoreline. Although the wave height was only approximately 1-foot, perpetual action could cause undermining and scour in front of the wall.

Photo 1. Seawall removed/encapsulated with riprap.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 6

Photo 2. Littoral shelf exhibiting limited vegetation.

Photo 3. Seawall exposed height of approximately 1.85 feet.

The vinyl sheet-pile retaining wall was typically observed with a composite deck cap installed shore-perpendicular to form a narrow walking area. The sheet piles themselves have a typical length of 6 ft. The sheet piles are connected to tie-backs through a composite and timber beam, spanning approximately 8 ft back into concrete anchors. The condition of these walls varied throughout the Project extent. In the central sections, the vinyl sheet pile walls displayed slight waterward rotation, scour, upland depressions, and scattered cap damage (Photo 4). The vinyl sheet pile walls showed signs of more severe damage and wall failure towards the northern end of the lake (Photo 5). Sections of the wall displayed severe waterward rotation, to the point of total wall failure. In some of these sections, the wall's anchoring system was left exposed.

Shoreline vegetation has been documented to provide erosion protection within waterfront systems by lessening wind and wave energy and holding sediment in place. However, it appeared the scarce vegetation provided little protection from erosion. Estimated erosion was observed at approximately one foot of lost sediment on one of the dock pilings as it appeared to have been installed with a concrete footer (Photo 6).

Photo 4. Typical central retaining wall.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 8

Photo 5. Severe waterward rotation and wall failure.

Photo 6. Sediment erosion on a dock piling.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 9

Property Ownership
The submerged lands of the lake and immediate shoreline area or lake maintenance easement area (Parcel No. 20-46-26-L2-1100L.0000, Folio ID No. 10600511), as well as surrounding roadways and rights-of-way (various parcels), are owned by CalAtlantic Group Inc. according to Lee County Property Appraiser. There are three (3) individual community docking facility parcels along the lake's shoreline and one (1) parcel associated with a community boat ramp. One of the docking facility sites (eastern) is owned by CalAtlantic Group Inc. The remaining docking facility parcels, community boat ramp, and other common spaces are owned by the VistaBlue Homeowners Association, Inc. (i.e., operating and maintenance entity for Blue Lake COD). Adjacent single-family residence parcels surrounding the lake are privately owned. Conservation lands owned primarily by CalAtlantic Group Inc. exist beyond the developed parcels. All parcels mentioned are included within the Blue Lake COD, which is a local, special-purpose government entity, entirely within unincorporated Lee County, authorized by Chapter 190 of the Florida Statutes and established in August 2018 by the Lee County Board of County Commissioners under Florida Ordinance No. 18-20. The Blue Lake COD is able to fund, plan, acquire, operate, and maintain community-wide improvements in planned communities within its designated area.

It is important to note that shoreline stabilization methods may impact structures (e.g., personal
docks and floating platforms) constructed by adjacent upland homeowners (Photo 7) or
associations. During the implementation of shoreline stabilization solutions, portions of the existing docks may be required to be temporarily removed or relocated to facilitate construction. A Memorandum of Understanding (MOU), or similar, is recommended prior to any measures being implemented and to ensure all parties potentially involved or impacted are being considered. For the purposes of this analysis, it is assumed that the upland property owners will have no objection to the shoreline improvements.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
 10

Photo 7. Single-family residential dock.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 11

ENGINEERING CONSIDERATIONS
Shoreline Stabilization Alternatives

Appendix A.

Photo 8

12

Photo 8. Lake level control weir.

Photo 9. Submerged stormwater outfall headwall.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 13

Unstabilized Shoreline

Re-Graded Shoreline

Added Fill Shoreline

Erosion Control Mats

14

by steel cables to form a mat. The blocks can be open or closed-faced, and different products can have complete coverage of the soil in between the blocks, or the blocks can be spaced to allow vegetation to grow through the mat to limit exposed concrete and have a more natural green appearance (Photo 10). It is important to note the erosion control mats will likely require the excavation of existing vegetation, re-grading of the existing embankment, and addition of fill
material to prepare the slope.

Photo 10. Vegetation growing through a concrete erosion control mat.
Geocells
Similar to an erosion control mat, Geocells (Option 3 - Alt. 11) are an at-grade, interconnected honeycomb-like network that confines and stabilizes soils that would otherwise be unstable under loading. Geocells are an efficient and economical product used for fast-built unpaved roadways and retaining walls, erosion control of slopes, and stormwater control in channels. Made from robust high-density polyethylene (HOPE), geocells offer a robust, durable solution to address shoreline stabilization. The individual cells range from 3" to 9" deep and would require minor excavation to be installed on the existing slope. The geocells are anchored down using proprietary pins. A geotextile fabric would be installed between the soil and Geocells to control soil losses through the voids. The individual cells would be backfilled with crushed stone below water to account for scour. The individual cells above water could be backfilled with soil and sodded to restore the existing grassy slope (Photo 11).

1 No concept drawing provided; Geocells are expected to be similar in profile and footprint to concrete erosion control mats (Option 3).

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 15

It is important to note that while this option would provide more protection than Option 1 and Option 2, the level of protection would still be less than a more hardened shoreline approach as the Geocells still allow direct interaction between the waves and soil; however, this option should be considered for use in areas that are sheltered.

(Southern Geo Supply LLC, n.d.)

Photo 11. Geocells with vegetation.

Erosion Control Socks
Similar to erosion control mats and Geocells (Option 3-Alt. 22), erosion control socks are installed at grade and feature a polyethylene mesh that is placed on the existing shoreline. The top of the mesh is anchored upland, into the shoreline, while the bottom is located waterside, often past the waterline. Erosion control socks are folded in half landward to create a pocket. Sediment is then filled into the gap, which is anchored once again, further upland. The socks are able to keep the filled sediment inside, while providing a stabilizing barrier to the existing shoreline. Once installed, erosion control socks can be seeded, sodded, or planted, with vegetation growing up through the mesh (Photo 12). Erosion control mats could be effective in regions where wave energy is relatively low, providing protection against shoreline recession and an added barrier to the uplands.

2 No concept drawing provided. Erosion control socks are expected to be similar in profile and footprint to concrete erosion control mats (Option 3).

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 16

Before
Photo 12. Erosion control socks.

Modular Block Wall

During	After

Modular block walls (Option 4) are typically precast concrete slabs that can be stacked to form a nearly vertical retaining wall (Photo 13). The blocks can be simply stacked upon each other and connected into grooves designed in the precast mold, or the blocks can be reinforced through various anchoring measures extending into the soil that the wall retains. Reinforcement is typically only required for walls of elevations multiple stories high or containing heavy loading such as emergency vehicles adjacent to the blocks. The molds often have stamping templates to create a rock appearance, as well as multiple color options to look like limestone, granite, or other types of material. The blocks can also be cast to allow for planting space within a concrete pocket to facilitate vegetation growth and a more natural green aesthetic.

It is important to note that these walls appear to lack adequate scour protection when installed traditionally and are prone to undermining or potential rotation. In order to prevent damage from wave action, these walls would have to be partially buried or armored with a rip-rap toe along the mudline, both of which would increase the overall project cost. Further, the individual units are generally required to be brought in by flatbed or boom truck (Redi-Rock International, LLC, 2020) and would require multiple deliveries to provide enough blocks for the required wall section along the shoreline. Further discussion with local contractors to determine the feasibility of a large-scale installation by barge should be completed prior to selecting this option.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
 17

Photo 13. Modular block retaining wall.
Retaining Wall with Toe Stone
A retaining wall with toe stone (Option 5) is typically a sheet pile wall constructed to retain upland soil and create a vertical face along the shoreline (Photo 14). The sheet piles help mitigate incoming wave action and cause waves to reflect back into open water. Many different sheet pile materials could be used to reinforce the shoreline including wood, fiber-reinforced polymer (FRP), vinyl, aluminum, concrete, and steel, and each has its own benefits and drawbacks with regards to price, strength, installation methods, durability, and aesthetic. Depending on the amount of loading on the wall, additional reinforcement measures such as tie backs or batter piles may be required to limit cracking, deflection, and overturning of the wall.

Retaining walls would be effective across all areas of the Project shoreline, especially in open areas where the littoral shelf width is particularly narrow or the fetch is large. Wooden retaining walls generally have the shortest service life out of the retaining wall materials and may be difficult to install with the shallow rock layer. Aluminum retaining walls are more brittle compared to FRP, vinyl, concrete, and steel and more prone to bending during normal service with higher retained heights. Steel and concrete retaining walls generally will provide the most robust shoreline stabilization for high retained heights and more extreme service conditions; however, they are not recommended due to their high price and maintenance requirements. A properly designed FRP or vinyl retaining wall with a concrete cap and bead of riprap toe scour protection is more suitable to the Project site's shoreline.

It is our understanding that the Project site has a thick limestone layer located near the surface of the shoreline. The presence of this layer could make the installation of the FRP and vinyl retaining walls more difficult without pre-punching or trenching and should be further evaluated based on a pre-design geotechnical investigation. An option that could also be considered is the use of pin

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 18

piles to "toe" the sheet pile into the underlying rock to prevent toe kickout. Truline® manufactures a vinyl retaining wall that incorporates the pin pile into the wall as shown in Figure 3

Photo 14. FRP retaining wall with toe riprap for scour protection.

Figure 3. Pin Pile Retaining Wall.
Revetment
A revetment (Option 6) is a sloped shoreline stabilization method typically consisting of larger armor stone and smaller bedding or core stone resting on geotextile (Photo 15). Like the erosion control mats, revetments are sloped and used to dissipate incoming wave action and reduce erosion. The size and quantity of rock depends on the slope and available land perpendicular to the shoreline between the water level and upland infrastructure. Revetments are generally sloped on regraded soil ranging on a vertical to horizontal ratio of 1V:1.5H to 1V:3H.

This alternative would be particularly effective in exposed, open areas of shoreline capable of receiving higher wave energy. A revetment is a more horizontal structure and would require a large footprint than a retaining wall. Due to the presence of limestone mines in the area, shipping costs are expected to be lower; however, the length of shoreline would require large quantities of rock for construction. The service life of a revetment is generally longer than manufactured materials as the only damage typically seen by revetments on inland lakes is settlement or displacement of rocks during extreme events, which can easily be put back in place.

Photo 15. Limestone revetment.

Living Shoreline
Living shorelines (Option 7) are a green infrastructure technique using native vegetation alone or in combination with hard armoring to stabilize the shoreline (Photo 16). The original design of the Project site's shoreline was proposed as a living shoreline with native plantings. Living shorelines require proper design, construction, and maintenance and typically work best in areas with relatively low wave energy. The soil conditions, plant species, and bed elevations are critical for a successful living shoreline. Typical elements in Florida suitable for this site include upland thrush with rock revetments or sills. Successful strategies are reflective of the general site characteristics such as proximity to development, shoreline condition, bathymetry, and wave energy. Plantings, rocks, and other natural materials are successfully used along shorelines in low to moderate wave energy environments with gradual slopes, such as salt marshes, beaches, bays, and other areas. Moderate wave energy environments typically require some level of armoring to sufficiently absorb wave energy and prevent erosion while allowing for habitat conducive to vegetation growth. It should be noted that living shorelines cannot generally be designed for extreme (i.e., hurricane) conditions and some level of damage after these events should be expected.

This alternative could be utilized throughout the Project site, where littoral shelves are approximately 18 feet wide. The living shoreline proposed for the Project features the use of large armor stones installed as an offshore breakwater to prevent erosion and withstand wave energy, even during storm events. Where put in place, this alternative will likely have lower overall costs,

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 21

compared to hardened shoreline options but would require adequate sill width. Living shorelines display an aesthetic appeal with local flora and increase the likelihood of animal presence along the shoreline.

Photo 16. Living shoreline without rock breakwater.

Additional Considerations
Extreme Events
Water levels, overtopping, and wave action during extreme events should be considered in the final design of the shoreline stabilization to minimize impacts. It is understood that the Project site was damaged by extreme events in the past, such as Hurricane Ian. Prior to initiating the design process, the Client should decide on an acceptable level of risk relative to the robustness of the design to extreme events, as construction cost may increase with additional durability. Typically, waterfront structures at similar sites are designed for the 25-year or SO-year event, which is a storm with a 4% and 2% chance of occurring during any given year respectively. It should be noted that while each shoreline treatment could be installed anywhere along the shoreline, the performance (i.e., durability) of each will vary.

For context, a preliminary analysis of wind speed during Hurricane Ian was completed. The maximum sustained 1-minute wind speed during the storm was 150 mph upon landfall at Cayo Costa (NOAA, 2022). Wave generation is calculated using the 1-hour wind speed to allow for a fully developed sea state. Using methods in the U.S. Army Corps of Engineers Coastal Engineering Manual, the 1-minute wind speed was converted to the 1-hour wind speed. A 150- mph sustained 1-minute wind speed is equivalent to a 120-mph sustained 1-hour wind speed,

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 22

Wildlife Safety

Constructability

Wind Fetch

Figure 4

Appendix A: Sheet F-2)

23

Figure 4. Fetch analysis.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 24

Table 1.

Fetch ID	
Distance (ft)	25-Year Storm (4% Chance Per Year)	50-Year Storm (2% Chance Per Year)	100-Year Storm (1% Chance Per Year)	
Wave Height (ft)	Wave Period (s)	Wave Height (ft)	Wave Period (s)	Wave Height (ft)	Wave Period (s)	

1	5,895	1.56	2.26	1.56	2.40	1.56	2.55	
2	5,224	1.56	2.17	1.56	2.31	1.56	2.45	
3	5,220	1.56	2.17	1.56	2.31	1.56	2.45	
4	2,870	1.56	1.78	1.56	1.89	1.56	2.01	
5	1,724	1.44	1.50	1.56	1.59	1.56	1.69	
6	2,673	1.56	1.73	1.56	1.84	1.56	1.96	
7	3,124	1.56

Table 2.	1.83	1.56	1.94	1.56	2.07	
Return Period, Years	Wind Speed (mph)
25		

(4% Chance Per Year)	69.53

50
(2% Chance Per Year)

80.59

Page 39

100
(1% Cha	er Year)

nce P

93.10

25

ENVIRONMENTAL PERMITTING CONSIDERATIONS
Existing Resources
The assessment of on-site environmental resources was conducted during a site visit on March 5, 2024, by a Cummins Cederberg biologist. The characteristics and location of resources are important in evaluating the potential impacts associated with future construction activities regulated by the environmental agencies.

During the site visit, shoreline vegetation, with specific attention to wetland vegetation, was identified at the Project site. American Bulrush (Schoenop/ectus americanus) and softstem bulrush (Schoenop/ectus tabernaemontant) (Photo 17) were observed along the shoreline, primarily within the littoral shelf area, and comprised the majority of the observed vegetation. Other intermixed wetland vegetation, although less common, included pickerelweed (Pontederia cordata) (Photo 18) and pond cypress (Taxodium ascendens). Table 3 provides a summary of all shoreline vegetation species observed on site. An in-water assessment was not conducted; however, it appears that water depths increase drastically immediately waterward of the emergent littoral shelf. It is anticipated that there is no benthic community of significance that will be a concern within the Project footprint.

Photo 17. Soft rush and bulrush along the project shoreline.

Photo 18. Native pickerel weed and soft rush on the project shoreline.

Table 3. Observed species during site visit.

Schoenoplectus americanus Juncus effusus

Bulrush Soft rush

Location Emergent zone Littoral zone

Pontederia cordata Ludwigia leptocarpa Typha latifolia Taxodium ascendens Phyla nodif/ora Myrica cerifera
Salix caroliniana Eupatorium capil/ifolium Nephrolepis exaltata Cladium jamaicense Stenotaphrum secundatum Paspalum notatum Spirogyra spp.

Purple pickerel weed Primrose willow Common cat tail Pond Cypress
Turkey tangle frogfruit Wax myrtle
Carolina Willow Dog fennel Boston fern Sawgrass
Saint Augustine grass Bahiagrass Unidentified algae

Emergent zone Littoral zone (sparse) Littoral zone (sparse) Littoral zone (sparse) Upland (sparse) Littoral zone (sparse) Littoral zone (sparse) Littoral zone (sparse) Littoral zone (sparse) Upland
Upland Upland Submerged

The area surrounding the Blue Lake Community has been deemed conservation lands by regulatory permitting agencies (Figure 5). As such, no impacts will be able to be authorized to these areas (not anticipated as a result of the proposed Project).

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 27

Figure 5. Conservation lands (green).

Environmental Permitting
The following section describes the environmental permitting requirements and potential design considerations associated with future construction activities. Publicly available environmental permitting history was also reviewed for the Project site.

In addition to the local building department, shoreline alterations and other in-water improvements are typically regulated by the Florida Department of Environmental Protection (FDEP) or the South Florida Water Management District (SFWMD) at the state level, and by the U.S. Army Corps of Engineers (USACE) at the federal level. These agencies review and regulate the impacts proposed construction may have on the environment (e.g., water quality) and significant wetland

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
Page 28

Federal Permitting

Figure 5.

State Permitting

29

Certain parameters must be met or a deviation must be obtained; key design specifications relevant to the Project are listed below.

The minimum shallow, littoral area shall be the lesser of 20% of the wet retention area or 2.5% of the total of the retention area (including side slopes) plus the basin contributing area.

	All wet retention area side slopes shall be designed with side slopes no steeper than 4:1 horizontal to vertical (HV) from top of bank out to a minimum depth of two feet below the control elevation, or an equivalent substitute. Side slopes shall be topsoiled and stabilized through seeding or planting from 2 feet below to 1 foot above the control elevation to promote vegetative growth.

Retaining walls shall be allowed for no more than 40 percent of the shoreline length; compensating littoral zone must be provided.

Minimum perimeter maintenance and operation easements of 20 feet width at slopes no steeper than 4:1 HV shall be provided beyond the control elevation water line. Public access for operation and maintenance to/from the easement area must be available.

The latest modification approval letter, dated January 17, 2019 (Appendix B), authorized the retaining wall currently stabilizing the Blue Lake shoreline along residential lots, in lieu of the originally proposed riprap breakwater stabilization. The littoral area on Blue Lake is delineated from the existing retaining wall to the shear edge of the lake and equates to approximately 2.95% of the lake area, per the SFWMD permit drawings.

Pursuant to Section 12.4 of the Applicant's Handbook Volume II, all stormwater management systems must be operated and maintained in perpetuity in accordance with the approved design and specifications. If the existing retaining wall is proposed to be replaced within the same footprint as previously authorized, and there are no deviations from the approved drawings in the January 2019 modification, additional authorization from SFWMD is not anticipated to be required. Any deviations (i.e., alternate designs or regrading of the shoreline) will likely require a permit modification request. Depending on the order of magnitude of the modification, permit modification processing time may vary (i.e., minor vs. major modifications). Further coordination with SFWMD to confirm which level of modification will be required is recommended following selection of stabilization methods and prior to initiating modification request submittals.

To secure SFWMD authorization, the applicant will need to provide 1) a cover letter detailing the modification request, 2) modification fee (varies based on modification type), 3) and permit sketches depicting the existing and proposed conditions.
Lee County
Blue Lake is situated within Lee County (County), which has specific local regulations for lake reclamation and surface water management systems. Reclamation of lakes from mining activities

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
 30

must follow Section 12-119 of the Count's Land Development Code (LDC) - Mining and Excavation Reclamation Requirements. These criteria were met as mining was completed and the lake then reclaimed. The lake is now viewed as a surface water management lake and the mining reclamation criteria no longer applies. Any improvements to the lake's shoreline will need to adhere to Section 10 of the LDC. Some key design standards pertinent to this Project from this section include:

A minimum lake maintenance easement of 20 ft is required [Sec. 10-328(a)].
Banks of excavations must be sloped at a ratio not greater than 6:1 HV from the top of bank to a water depth of two feet below the dry season water table. The slopes must be no greater than 2:1 HV thereafter [Sec. 10-329(d)(4)].
Shorelines must be sinuous in configuration [Sec. 10-418(1)].
A planted littoral shelf is required with a length of 25% of the total linear feet of lake at the control elevation [Sec. 10-418(2)].
The littoral shelf must be designed to include a minimum of a 20-foot-wide littoral shelf extending waterward of the control elevation at a depth of no greater than two feet below the control elevation.
Littoral shelf areas must be planted with at least four different native herbaceous plant species.
The owner is responsible for maintaining the required landscaping in a healthy and vigorous condition at all times.
Retaining walls, gee-textile tubes, riprap revetments or other similar hardened shoreline structures may comprise up to 20% of the individual lake shoreline but cannot be used adjacent to single-family residential uses [Sec. 10-418(3)].

Notably, the existing retaining wall stabilizes more than 20% of the lake's shoreline and is currently situated adjacent to single-family residences. There are also other slight deviations from the above criteria and others noted in the LDC. Various Development Orders4 (DO) and Administrative Amendments (ADD) were approved through Lee County to allow for these deviations. Final ADD documents (i.e., ADD2018-10053, inclusive of 2017 ADD's as attachments) are provided in Appendix C

Major deviations approved include the following:
	Shoreline hardening on 100 percent of the developed shoreline and hardened shoreline adjacent to single-family residential development where shoreline hardening is restricted to a maximum of 20 percent of individual shorelines and where such hardening is typically prohibited adjacent to single-family residential uses.
Planted littoral shelves ranging between four (4) feet and 18 feet in width where a minimum planted littoral shelf width of 20 feet is typically required.

4 DOS2017-00103, DOS2018-00007, DOS2019-00120; DO Case File Documents can be located here with the DO number: https://docsearch.leegov.com/Home/lndex/customSearch/DevReview.

A minimum lake maintenance easement width of six (6) feet, whereas a lake maintenance easement width of 20 feet is typically required.
The use of vertical retaining walls as an alternative to the originally proposed riprap breakwater.

The Project team engaged with Lee County on April 18, 2024, to clarify future works relative to authorization that will be required for alternative shoreline stabilization methods. The conversations were specific to the adjacent WildBlue Lake development, however, it is anticipated that County feedback and concerns will be the same for Blue Lake. The County confirmed that replacement within the same footprint as previously authorized will not require a new deviation process; any deviation from the approved cross-sections in prior authorizations will require zoning action and a new land DO. Once Project design has advanced, it is recommended that additional pre-app discussions with the County be conducted with any proposed cross-sections. Any improvements will require the re-establishment of the littoral shelf plantings and maintenance in perpetuity. This includes reinstalling a retaining wall, the installation of riprap, or further improvements along the Project shoreline. The County's primary concerns are with the establishment/maintenance of littoral shelf plantings and ensuring access is prohibited beyond a safe stabilized slope (6:1 HV); the existing retaining wall currently acts as barrier between the 6:1 HV slope on site and the variable, ungraded slop beyond that (Figure 6). Further options may be explored to consider rope rail or fencing options if riprap or another form of shoreline is selected.

Figure 6. County-approved cross-section from administrative amendment ADD2018-10053.

It may be worth noting that the existing littoral plantings do not appear to be faring well, as evident from the March 2024 site visit. It is not clear from preliminary investigations whether this is due to wave action impacting stabilization and survivorship of the plants, or if soil nutrients of the historically mined lake are not adequate for the selected plantings. Innovative planting options that provide protection and/or additional nutrient-rich soil for the proposed vegetation via planters

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
 32

may be worth discussing with the permitting agencies to ensure success and reduce replanting needs.
Permitting Timelines
Environmental permitting timelines can vary and will be dependent on final design selection and the extent of each application. It is estimated that any deviation from the previously authorized footprint will take 6 to 8 months or more for application review and processing. The greater the number of deviations from the regulatory codes and previously authorized footprints, the lengthier the permitting timeline will be. During pre-application discussions, the permitting agencies seemed receptive to the fact that the Project site does not meet "typical" criteria for wet retention lakes and that deviations may be required and be able to be accepted as long as adequate and sound justification is provided, to be reviewed on a case-by-case basis. Replacing the existing retaining wall within the same footprint as existing will likely provide for the most expeditious permitting timeline and can be phased out to be completed in advance of other alternative solutions if preferred. However, contractor mobilization/demobilization fees should also be considered.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
 33

OPINION OF PROBABLE COST

Table

4.

Appendix A: Sheet F-2

Option

Stabilization Method

Cost
(Per LF)

Production Rate
(LF/Week)

Table 4.

Table 5.
Stabilization Method

Extent of Application
(LF)

Total Cost

CONCLUSIONS AND RECOMMENDATIONS

Table 6

Method	Benefits	Drawbacks

Added Fill
Shoreline

Re-graded
Shoreline

Existing
Conditions

Table 6.

Table 6.
Method	Benefits	Drawbacks

Concrete Erosion Control Mat

Geocells

Erosion Control Socks

Living Shoreline

Modular Block Wall

Retaining Wall

38

Table 6. Shoreline stabilization concepts summary (cont'd).
Method	Benefits	Drawbacks	

Rock Revetment	Hardens shoreline to reduce erosion
Resistant to wave action and currents
Cost-effective hardened shoreline approach
Can be modified after installation
Minimal maintenance	
Can reduce shoreline accessibility, as rocks are difficult to walk over
Could provide habitat for animals between rocks	

The assessment and recommendations presented are based on the data obtained from the field observations and discussions with the Client. This report may not account for unseen variations that may exist in the current conditions or background documents provided. The services performed by Cummins Cederberg are consistent with the degree of care and skill ordinarily exercised by, and consistent with, the standards of the engineering profession practicing at the same time, under similar circumstances, and in a similar location as the Project. No other warranty, expressed or implied, is herewith made.

Blue Lake Shoreline Stabilization Alternatives Analysis, Fort Myers www.CumminsCederberg.com

June 2024
 39

RESOLUTION NO. 2024-05

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT, ESTABLISHING A REGULAR MEETING SCHEDULE FOR FISCAL YEAR 2024/2025 AND SETTING THE TIME AND LOCATION OF SAID DISTRICT MEETINGS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, it is necessary for the Blue Lake Community Development District ("District") to establish a regular meeting schedule for fiscal year 2024/2025; and

WHEREAS, the Board of Supervisors of the District has set a regular meeting schedule, location and time for District meetings for fiscal year 2024/2025 which is attached hereto and made a part hereof as Exhibit “A”.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT, LEE COUNTY, FLORIDA, AS FOLLOWS:

Section 1.   The above recitals are hereby adopted.

Section 2.  The regular meeting schedule, time and location for meetings for fiscal year 2024/2025 which is attached hereto as Exhibit “A” is hereby adopted and authorized to be published.
PASSED, ADOPTED AND EFFECTIVE THIS 13th DAY OF AUGUST, 2024.

ATTEST:	BLUE LAKE
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice Chairperson

BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025 REGULAR MEETING SCHEDULE

NOTICE IS HEREBY GIVEN that the Board of Supervisors of the Blue Lake Community Development District will hold Regular Board Meetings at the WildBlue Social Building, 18721 WildBlue Boulevard, Fort Myers, Florida 33913 at 3:00 p.m. on the following dates:

October 8, 2024
November 12, 2024
December 10, 2024
January 14, 2025
February 11, 2025
March 11, 2025
April 8, 2025
May 13, 2025
June 10, 2025
July 8, 2025
August 12, 2025
September 9, 2025

The purpose of the meetings is to conduct any business coming before the Board. Meetings are open to the public and will be conducted in accordance with the provisions of Florida law. Copies of the Agendas for any of the meetings may be obtained from the District’s website or by contacting the District Manager at 239-444-5790 and/or toll free at 1-877-737-4922 prior to the date of the particular meeting.

From time to time one or two Supervisors may participate by telephone; therefore, a speaker telephone will be present at the meeting location so that Supervisors may be fully informed of the discussions taking place. Said meeting(s) may be continued as found necessary to a time and place specified on the record.

If any person decides to appeal any decision made with respect to any matter considered at these meetings, such person will need a record of the proceedings and such person may need to insure that a verbatim record of the proceedings is made at his or her own expense and which record includes the testimony and evidence on which the appeal is based.
In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at any of these meetings should contact the District Manager at 239-444-5790 and/or toll free at 1-877-737-4922 at least seven (7) days prior to the date of the particular meeting.

Meetings may be cancelled from time to time without advertised notice.

BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT

www.bluelakecdd.org

PUBLISH: NAPLES DAILY NEWS

RESOLUTION 2024-06

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT ADOPTING GOALS, OBJECTIVES, AND PERFORMANCE MEASURES AND STANDARDS; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Blue Lake Community Development District (the “District”) is a local unit of special-purpose government organized and existing under and pursuant to Chapter 2007- 309, Laws of Florida, and Chapters 189 and 298, Florida Statutes, as amended; and

WHEREAS, effective July 1, 2024, the Florida Legislature adopted House Bill 7013, codified as Chapter 2024-136, Laws of Florida (“HB 7013”) and creating Section 189.0694, Florida Statutes; and

WHEREAS, pursuant to HB 7013 and Section 189.0694, Florida Statutes, beginning October 1, 2024, the District shall establish goals and objectives for the District and create performance measures and standards to evaluate the District’s achievement of those goals and objectives; and

WHEREAS, the District Manager has prepared the attached goals, objectives, and performance measures and standards and presented them to the Board of the District; and
WHEREAS, the District’s Board of Supervisors (“Board”) finds that it is in the best interests of the District to adopt by resolution the attached goals, objectives and performance measures and standards.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1. The recitals so stated are true and correct and by this reference are incorporated into and form a material part of this Resolution.
SECTION 2. The District Board of Supervisors hereby adopts the goals, objectives and performance measures and standards as provided in Exhibit A. The District Manager shall take all actions to comply with Section 189.0694, Florida Statutes, and shall prepare an annual report regarding the District’s success or failure in achieving the adopted goals and objectives for consideration by the Board of the District.

SECTION 3. If any provision of this resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect.

SECTION 4. This resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 13th day of August, 2024.

ATTEST:	BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairman, Board of Supervisors

Exhibit A: Performance Measures/Standards and Annual Reporting

Exhibit A

Program/Activity:	District Administration
Goal:	Remain compliant with Florida Law for all district meetings
Objectives:
Notice all District regular, special, and public hearing meetings
Conduct all post-meeting activities
District records retained in compliance with Florida Sunshine Laws
Performance Measures:
All Meetings publicly noticed as required (yes/no)
Meeting minutes and post-meeting action completed (yes/no)
District records retained as required by law (yes/no)

Program/Activity:	District Finance
Goal:	Remain Compliant with Florida Law for all district financing activities
Objectives:
District adopted fiscal year budget
District amended budget at end of fiscal year
Process all District finance accounts receivable and payable
Support District annual financial audit activities
Performance Measures:
District adopted fiscal year budget (yes/no)
District amended budget at end of fiscal year (yes/no)
District accounts receivable/payable processed for the year (yes/no)
“No findings” for annual financial audit (yes/no)
If “yes” explain

Program/Activity:	District Operations
Goal:	Insure, Operate and Maintain District owned Infrastructure & assets
Objectives:
Annual renewal of District insurance policy(s)
Contracted Services for District operations in effect
Compliance with all required permits
Performance Measures:
District insurance renewed and in force (yes/no)
Contracted Services in force for all District operations (yes/no)
Permits in compliance (yes/no)

Publication Date 2024-07-24

Subcategory Miscellaneous Notices

Keywords:
Notice of Public Hearing & Reg Board Mtg of August 13, 2023

View original file 

Publication Date 2024-07-31

Subcategory Miscellaneous Notices

BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT
NOTICE OF PUBLIC HEARING TO CONSIDER THE ADOPTION OF THE FISCAL YEAR 2025 PROPOSED BUDGET(S); AND NOTICE OF REGULAR BOARD OF SUPERVISORS MEETING.
The Board of Supervisors (Board) of the Blue Lake Community Development District (District) will hold a public hearing and regular meeting as follows:
DATE: August 13, 2024
TIME: 3:00 p.m.
LOCATION: WildBlue Social Building 18721 WildBlue Boulevard
Fort Myers, Florida 33913
The purpose of the public hearing is to receive comments and objections on the adoption of the Districts proposed budget(s) for the fiscal year beginning October 1, 2024, and ending September 30, 2025 (Proposed Budget). A regular Board meeting of the District will also be held at the above time where the Board may consider any other business that may properly come before it. A copy of the agenda and Proposed Budget may be obtained at the offices of the District Manager, c/o Special District Services, 2501A Burns Road, Palm Beach Gardens, Florida 33410, Ph: 561-630-4922 (District Managers Office), during normal business hours, or by visiting the Districts website at www.bluelakecdd.org.
The public hearing and meeting are open to the public and will be conducted in accordance with the provisions of Florida law. The public hearing and/or meeting may be continued in progress to a date, time certain, and place to be specified on the record at the public hearing and/or meeting. There may be occasions when Board Supervisors or District Staff may participate by speaker telephone.
Any person requiring special accommodations at the public hearing or meeting because of a disability or physical impairment should contact the District Managers Office at least forty-eight (48) hours prior to the public hearing and meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY) / 1-800-955-8770 (Voice), for aid in contacting the District Managers Office.
Each person who decides to appeal any decision made by the Board with respect to any matter considered at the public hearing or meeting is advised that person will need a record of proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.
District Manager
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT
www.bluelakecdd.org July 31, 202410418945

RESOLUTION 2024-07
[FY 2025 APPROPRIATION RESOLUTION]

THE ANNUAL APPROPRIATION RESOLUTION OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT (“DISTRICT”) RELATING TO THE ANNUAL APPROPRIATIONS AND ADOPTING THE BUDGET(S) FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2024, AND ENDING SEPTEMBER 30, 2025; AUTHORIZING BUDGET AMENDMENTS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, for the fiscal year beginning October 1, 2024, and ending September 30, 2025 (“FY 2025”), the District Manager prepared and submitted to the Board of Supervisors (“Board”) of the Blue Lake Community Development District (“District”) prior to June 15, 2024, proposed budget(s) (“Proposed Budget”) along with an explanatory and complete financial plan for each fund of the District, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and

WHEREAS, at least sixty (60) days prior to the adoption of the Proposed Budget, the District filed a copy of the Proposed Budget with the local general-purpose government(s) having jurisdiction over the area included in the District pursuant to the provisions of Section 190.008(2)(b), Florida Statutes; and

WHEREAS, the Board set a public hearing on the Proposed Budget and caused notice of such public hearing to be given by publication pursuant to Section 190.008(2)(a), Florida Statutes; and
WHEREAS, the District Manager posted the Proposed Budget on the District’s website in accordance with Section 189.016, Florida Statutes; and

WHEREAS, Section 190.008(2)(a), Florida Statutes, requires that, prior to October 1st of each year, the Board, by passage of the Annual Appropriation Resolution, shall adopt a budget for the ensuing fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures of the District during the ensuing fiscal year.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1.   BUDGET

The Proposed Budget, attached hereto as Exhibit A, as amended by the Board, is hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes (“Adopted Budget”), and incorporated herein by reference; provided, however, that the comparative figures contained in the Adopted Budget may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures.
The Adopted Budget, as amended, shall be maintained in the office of the District Manager and at the District’s Local Records Office and identified as “The Budget for the Blue Lake Community Development District for the Fiscal Year Ending September 30, 2025.”

The Adopted Budget shall be posted by the District Manager on the District’s official website in accordance with Section 189.016, Florida Statutes and shall remain on the website for at least two (2) years.
SECTION 2.	APPROPRIATIONS

There is hereby appropriated out of the revenues of the District, for FY 2025, the sum(s) set forth in Exhibit A to be raised by the levy of assessments and/or otherwise, which sum is deemed by the Board to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated as set forth in Exhibit A.

SECTION 3.	BUDGET AMENDMENTS

Pursuant to Section 189.016, Florida Statutes, the District at any time within FY 2025 or within 60 days following the end of the FY 2025 may amend its Adopted Budget for that fiscal year as follows:

A line-item appropriation for expenditures within a fund may be decreased or increased by motion of the Board recorded in the minutes, and approving the expenditure, if the total appropriations of the fund do not increase.

The District Manager or Treasurer may approve an expenditure that would increase or decrease a line-item appropriation for expenditures within a fund if the total appropriations of the fund do not increase and if either (i) the aggregate change in the original appropriation item does not exceed the greater of $15,000 or 15% of the original appropriation, or (ii) such expenditure is authorized by separate disbursement or spending resolution.
Any other budget amendments shall be adopted by resolution and consistent with Florida law. The District Manager or Treasurer must ensure that any amendments to the budget under this paragraph c. are posted on the District’s website in accordance with Section 189.016, Florida Statutes, and remain on the website for at least two (2) years.

SECTION 4.	EFFECTIVE DATE. This Resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 13th DAY OF AUGUST, 2024.
ATTEST:	BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary	Chair/Vice Chair, Board of Supervisors
Exhibit A:	FY 2025 Budget

Blue Lake Community Development District

Final Budget For Fiscal Year 2024/2025
October 1, 2024 - September 30, 2025

CONTENTS

FINAL BUDGET

DETAILED FINAL BUDGET

DETAILED FINAL DEBT SERVICE FUND BUDGET

ASSESSMENT COMPARISON

FINAL BUDGET
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	
FISCAL YEAR 2024/2025 BUDGET	
O&M Assessments	581 1 	
Developer Contribution - O&M	0	
Debt Assessments	66 697	
Interest Income	480	
TOTAL REVENUES	$	1,245,30 	
		
EXPENDITURES		
ADMINISTRATIVE EXPENDITURES		
Supervisor Fees	1 000	
Payroll Taxes (Employer)	960	
Management	 0 576	
/egal	40 000	
Assessment Roll	4 000	
AuGit Fees	4 100	
Arbitrage Rebate Fee	650	
Insurance	1 610	
/egal AGvertisements	6 000	
Miscellaneous	 000	
Postage	700	
OIIice Supplies	1 050	
Dues & Subscriptions	175	
Trustee Fees	4 050	
Continuing Disclosure Fee	1 000	
DeIicit FunGing (F< 0  0 )	41 7 	
TOTAL ADMINISTRATIVE EXPENDITURES	$	1 2,244	
		
MAINTENANCE EXPENDITURES		
Engineering Inspections	40 000	
Mitigation Monitoring	1 8 500	
/aNe Maintenance	60 000	
FloZ :ay Inspection CertiIication	5 000	
Vista Dry Retention Area	0	
Detention Area Maintenance	 6 000	
Miscellaneous Maintenance	55 000	
Maintenance Reserve	50 000	
TOTAL MAINTENANCE EXPENDITURES	$	3 4,500	
		
TOTAL EXPENDITURES	546 744	
		
REVENUES LESS EXPENDITURES	$	 ,5 5	
		
%onG Payments	(6 875)	
		
BALANCE	$	 4, 0	
		
County Appraiser & Tax Collector Fee	( 4 897)	
Discounts For Early Payments	(49 79 )	
		
EXCESS/ (SHORTFALL)	$	-	

DETAILED FINAL BUDGET
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	
FISCAL YEAR 2022/2023 BUDGET	
FISCAL YEAR 2023/2024 BUDGET	
FISCAL YEAR 2024/2025 BUDGET	

COMMENTS	
O&M Assessments	256,717	466,833	581,132	Expenditures Less Interest/.94	
Developer Contribution - O&M	0	0	0	Developer Contribution - O&M	
Debt Assessments	661,919	663,697	663,697	Bond Payments/.94	
Interest Income	3,924	240	480	Interest Projected At $40 Per Month	
TOTAL REVENUES	$	922,560	$	1,130,770	$	1,245,309		
					
EXPENDITURES					
ADMINISTRATIVE EXPENDITURES					
Supervisor Fees	0	0	12,000	Turnover To Resident Board Anticipated	
Payroll Taxes (Employer)	0	0	960	Projected At 8% Of Supervisor Fees	
Management	28,824	29,688	30,576	CPI Adjustment (Capped At 3%)	
Legal	11,653	14,000	40,000	Additional Legal Services Anticipated	
Assessment Roll	4,000	4,000	4,000	As Per Contract	
Audit Fees	3,900	4,000	4,100	$100 Increase From 2023/2024 Budget	
Arbitrage Rebate Fee	650	650	650	No Change From 2023/2024 Budget	
Insurance	6,134	6,700	13,610	F< 2023/2024 Expenditure Was $12,219	
Legal Advertisements	5,727	3,500	6,000	$2,500 Increase From 2023/2024 Budget	
Miscellaneous	1,727	950	2,000	$1,050 Increase From 2023/2024 Budget	
Postage	677	300	700	$400 Increase From 2023/2024 Budget	
Office Supplies	865	1,050	1,050	No Change From 2023/2024 Budget	
Dues & Subscriptions	175	175	175	Annual Fee Due Department Of Economic Opportunity	
Trustee Fees	4,031	4,050	4,050	No Change From 2023/2024 Budget	
Continuing Disclosure Fee	1,000	1,000	1,000	No Change From 2023/2024 Budget	
Deficit Funding (F< 2022/2023)	0	0	41,373	Fiscal <ear 2022/2023 Operating Deficit Was $41,373.	
TOTAL ADMINISTRATIVE EXPENDITURES	$	69,363	$	70,063	$	162,244		
					
MAINTENANCE EXPENDITURES					
Engineering/Inspections	32,111	29,500	40,000	Additional Engineering Services Anticipated	
Mitigation Monitoring	131,722	138,500	138,500	No Change From 2023/2024 Budget	
Lake Maintenance	48,005	60,000	60,000	No Change From 2023/2024 Budget	
Flow Way Inspection Certification	2,500	5,000	5,000	No Change From 2023/2024 Budget	
Vista Dry Retention Area	0	45,000	0	Line Item Eliminated	
Detention Area Maintenance	32,768	36,000	36,000	No Change From 2023/2024 Budget	
Miscellaneous Maintenance	0	55,000	55,000	No Change From 2023/2024 Budget	
Maintenance Reserve	0	0	50,000	Maintenance Reserve	
TOTAL MAINTENANCE EXPENDITURES	$	247,106	$	369,000	$	384,500		
					
TOTAL EXPENDITURES	316,469	439,063	546,744		
					
REVENUES LESS EXPENDITURES	$	606,091	$	691,707	$	698,565		
					
Bond Payments	(635,676)	(623,875)	(623,875)	2025 Principal & Interest Payments	
					
BALANCE	$	(29,585)	$	67,832	$	74,690		
					
County Appraiser & Tax Collector Fee	(1,036)	(22,611)	(24,897)	Two Percent Of Total Assessment Roll	
Discounts For Early Payments	(35,689)	(45,221)	(49,793)	Four Percent Of Total Assessment Roll	
					
EXCESS/ (SHORTFALL)	$	(66,310)	$	-	$	-		

DETAILED FINAL DEBT SERVICE FUND BUDGET
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	FISCAL YEAR 2022/2023 BUDGET	FISCAL YEAR 2023/2024 BUDGET	FISCAL YEAR 2024/2025 BUDGET	

COMMENTS	

Interest Income	
20,687	
100	
500	
Projected Interest For 2024/2025	

NAV Tax Collection	
635,676	
623,875	
623,875	
Maximum Debt Service Collection	

Total Revenues	
$	656,363	
$	623,975	
$	624,375		

EXPENDITURES					

Principal Payments	
205,000	
210,000	
220,000	
Principal Payment Due In 2025	

Interest Payments	
422,163	
411,313	
403,238	
Interest Payment Due In 2025	

Bond Redemption	
-	
2,662	
1,137	
Estimated Excess Debt Collections	

Transfer To Construction Fund	
9,657	
0	
0	
Transfer To Construction Fund	

Total Expenditures	
$	636,820	
$	623,975	
$	624,375		

Excess/ (Shortfall)	
$	19,543	
$	-	
$	-		

Series 2019 Bond Information

Original Par Amount =	$10,400,000	Annual Principal Payments Due =	June 15th	
Interest Rate =	3.50% - 4.5%	Annual Interest Payments Due =	June 15th & December 15th	
Issue Date =	May 2019			
Maturity Date =	June 2049			

Par Amount As Of 1/1/24 =	$9,625,000

Blue Lake Community Development District Assessment Comparison

Fiscal Year	Fiscal Year	Fiscal Year	Fiscal Year	
2021/2022	2022/2023	2023/2024	2024/2025	
Assessment*	Assessment*	Assessment*	Projected Assessment*	

O & M Assessment For 50' Single Family Units	

$	337.66	

$	599.77	

$	1,103.63	

$	

1,373.84	
Debt Assessment For 50' Single Family Units	$	1,330.00	$	1,330.00	$	1,330.00	$	1,330.00	
Total For 50' Single Family Units	$	1,667.66	$	1,929.77	$	2,433.63	$	2,703.84	

O & M Assessment For 60' Single Family Units	
$	337.66	
$	599.77	
$	1,103.63	
$	1,373.84	
Debt Assessment For 60' Single Family Units	$	1,596.00	$	1,596.00	$	1,596.00	$	1,596.00	
Total For 60' Single Family Units	$	1,933.66	$	2,195.77	$	2,699.63	$	2,969.84	

O & M Assessment For 75' Single Family Units	
$	337.66	
$	599.77	
$	1,103.63	
$	1,373.84	
Debt Assessment For 75' Single Family Units	$	1,995.00	$	1,995.00	$	1,995.00	$	1,995.00	
Total For 75' Single Family Units	$	2,332.66	$	2,594.77	$	3,098.63	$	3,368.84	

* Assessments Include the Following :			
4% Discount for Early Payments 1% County Tax Collector Fee
1% County Property Appraiser Fee			
Community Information:			
50' Single Family Units	182		
60' Single Family Units	148		
75' Single Family Units	93		
Total Units	423		

IV

RESOLUTION 2024-08
[FY 2025 ASSESSMENT RESOLUTION]

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT PROVIDING FOR FUNDING FOR THE FY 2025 ADOPTED BUDGET(S); PROVIDING FOR THE COLLECTION AND ENFORCEMENT OF SPECIAL ASSESSMENTS, INCLUDING BUT NOT LIMITED TO PENALTIES AND INTEREST THEREON; CERTIFYING AN ASSESSMENT ROLL; PROVIDING FOR AMENDMENTS TO THE ASSESSMENT ROLL; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Blue Lake Community Development District (“District”) is a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, for the purpose of providing, operating and maintaining infrastructure improvements, facilities and services to the lands within the District, located in Lee County, Florida (“County”); and
WHEREAS, the District has constructed or acquired various infrastructure improvements and provides certain services in accordance with the District’s adopted capital improvement plan and Chapter 190, Florida Statutes; and

WHEREAS, for the fiscal year beginning October 1, 2024, and ending September 30, 2025 (“FY 2025”), the Board of Supervisors (“Board”) of the District has determined to undertake various operations and maintenance and other activities described in the District’s budget (“Adopted Budget”), attached hereto as Exhibit A; and

WHEREAS, pursuant to Chapter 190, Florida Statutes, the District may fund the Adopted Budget through the levy and imposition of special assessments on benefitted lands within the District and, regardless of the imposition method utilized by the District, under Florida law the District may collect such assessments by direct bill, tax roll, or in accordance with other collection measures provided by law; and

WHEREAS, in order to fund the District’s Adopted Budget, the District’s Board now desires to adopt this Resolution setting forth the means by which the District intends to fund its Adopted Budget.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT:
FUNDING. The District’s Board hereby authorizes the funding mechanisms for the Adopted Budget as provided further herein and as indicated in the Adopted Budget attached hereto as Exhibit A and the assessment roll attached hereto as Exhibit B (“Assessment Roll”).

OPERATIONS AND MAINTENANCE ASSESSMENTS.
Benefit Findings. The provision of the services, facilities, and operations as described in Exhibit A confers a special and peculiar benefit to the lands within the District, which benefit exceeds or equals the cost of the assessments. The allocation of the assessments to the specially benefitted lands is shown in Exhibit A and Exhibit B and is hereby found to be fair and reasonable.

O&M Assessment Imposition. Pursuant to Chapter 190, Florida Statutes, a special assessment for operations and maintenance (“O&M Assessment(s)”) is hereby levied and imposed on benefitted lands within the District and in accordance with Exhibit A and Exhibit B. The lien of the O&M Assessments imposed and levied by this Resolution shall be effective upon passage of this Resolution.
Maximum Rate. Pursuant to Section 197.3632(4), Florida Statutes, the lien amount shall serve as the “maximum rate” authorized by law for operation and maintenance assessments.

DEBT SERVICE SPECIAL ASSESSMENTS. The District’s Board hereby certifies for collection the FY 2025 installment of the District’s previously levied debt service special assessments (“Debt Assessments,” and together with the O&M Assessments, the “Assessments”) in accordance with this Resolution and as further set forth in Exhibit A and Exhibit B, and hereby directs District staff to affect the collection of the same.
COLLECTION AND ENFORCEMENT; PENALTIES; INTEREST.  Pursuant to Chapter 190,
Florida Statutes, the District is authorized to collect and enforce the Assessments as set forth below.

Tax Roll Assessments. To the extent indicated in Exhibit A and Exhibit B, those certain O&M Assessments (if any) and/or Debt Assessments (if any) imposed on the “Tax Roll Property” identified in Exhibit B shall be collected by the County Tax Collector at the same time and in the same manner as County property taxes in accordance with Chapter 197, Florida Statutes (“Uniform Method”). That portion of the Assessment Roll which includes the Tax Roll Property is hereby certified to the County Tax Collector and shall be collected by the County Tax Collector in the same manner and time as County property taxes. The District’s Board finds and determines that such collection method is an efficient method of collection for the Tax Roll Property.

Future Collection Methods. The District’s decision to collect Assessments by any particular method – e.g., on the tax roll or by direct bill – does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices.
ASSESSMENT ROLL; AMENDMENTS. The Assessment Roll, attached hereto as Exhibit B, is hereby certified for collection. The Assessment Roll shall be collected pursuant to the collection methods provided above. The proceeds therefrom shall be paid to the District. The District Manager shall keep apprised of all updates made to the County property roll by the Property Appraiser after the date of this Resolution and shall amend the Assessment Roll in accordance with any such updates, for such time as authorized by Florida law, to the County property roll.

SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof.

EFFECTIVE DATE. This Resolution shall take effect upon the passage and adoption of this Resolution by the Board.
PASSED AND ADOPTED this 13th day of August, 2024.

ATTEST:	BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary

By:	 Its:	

Exhibit A:	Budget
Exhibit B:	Assessment Roll

Blue Lake Community Development District

Financial Report For July 2024

BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT MONTHLY FINANCIAL REPORT
JULY 2024

REVENUES	
Annual Budget
10/1/23 - 9/30/24	

Actual Jul-24	Year To Date Actual
10/1/23 - 7/31/24	
O & 0 Assessments	466, 33	0	466, 35	
Debt Assessments	661,941	0	661,941	
Other Revenues	240	0	0	
Interest Income	0	0	 ,559	
Total Revenues	$	1,129,014	$	-	$	1,137,335	
				
EXPENDITURES				
Administrative Expenditures				
Supervisor Fees	0	0	0	
Payroll Taxes (Employer)	0	0	0	
0anagement	29,6 	2,474	24,740	
/egal	14,000	1,972	5, 72	
/egal ExtraorGinary Retaining Wall	0	0	20,214	
Assessment Roll	4,000	0	0	
AuGit Fees	4,000	0	4,000	
Arbitrage Rebate Fee	650	0	650	
Insurance	6,700	0	12,219	
/egal AGvertisements	3,500	0	1,911	
0iscellaneous	950	335	3,022	
Postage	300	101	452	
Office Supplies	1,050	229	615	
Dues & Subscriptions	175	0	175	
Trustee Fee	4,050	0	4,031	
Continuing Disclosure Fee	1,000	0	0	
Total Administrative Expenditures	70,063	5,111	77,901	
				
Maintenance Expenditures				
Engineering Inspections	29,500	0	16,555	
0itigation 0onitoring	13 ,500	0	20,6 2	
/aNe 0aintenance	60,000	2,7 2	29,373	
Flow Way Inspection Certification	5,000	0	0	
9ista Dry Retention Area	45,000	0	4,400	
Detention Area 0aintenance	36,000	2, 95	2 ,2 7	
0iscellaneous 0aintenance (Fence Repairs, etc )	55,000	1,975	46,052	
Preserve Area	0	0	7,562	
Total Maintenance Expenditures	369,000	7,652	152,911	
				
Total Expenditures	$	439,063	$	12,763	$	230,812	
				
REVENUES LESS EXPENDITURES	$	689,951	$	(12,763)	$	906,523	
				
%onG Payments	(623, 75)	0	(636,392)	
				
BALANCE	$	66,076	$	(12,763)	$	270,131	
				
County Appraiser & Tax Collector Fee	(22,025)	0	(1,201)	
Discounts For Early Payments	(44,051)	0	(42,791)	
				
EXCESS/ (SHORTFALL)	$	-	$	(12,763)	$	226,139	
				
Carryover From Prior Year	0	0	0	
				
NET EXCESS/ (SHORTFALL)	$	-	$	(12,763)	$	226,139	

Note: Operating Fund Balance As Of 9/30/23: ($41,373.08) - Deficit

Bank Balance As Of 7/31/24	$	200,415.78	
Accounts Payable As Of 7/31/24	$	15,649.04	
Accounts Receivable As Of 7/31/24	$	-	
Available Funds As Of 7/31/24	$	184,766.74	

BLUE LAKE CDD TAX COLLECTIONS 2023/2024

#	

ID#	

PAYMENT FROM	

DATE	

FOR	

Tax Collect Receipts	

Interest Received	

Commissions Paid	

Discount	

Net From Tax Collector	O & M Assessment Income (Before Discounts & Fee)	Debt Assessment Income (Before Discounts & Fee)	O & M Assessment Income (After Discounts & Fee)	Debt Assessment Income (After Discounts & Fee)	

Debt Assessments Paid to Trustee	
									$1,128,776.00	$466,835.00	$  661,941.00	$466,835.00	$  661,941.00		
									$1,062,698.00	$438,823.00	$  623,875.00	$438,823.00	$  623,875.00	$  623,875.00	
1		Paid to Lee County Prop Appraiser	11/07/23	Fees			$	(423.00)		$	(423.00)			$	(423.00)		$	-	
2	1	Lee County Tax Collector	11/15/23	NAV Taxes	$	2,457.16		$	(778.32)	$	(129.00)	$	1,549.84	$	1,016.26	$	1,440.90	$	640.99	$	908.85	$	908.85	
3	2	Lee County Tax Collector	11/29/23	NAV Taxes	$  197,033.36			$  (7,881.42)	$  189,151.94	$	81,492.96	$  115,540.40	$	78,233.19	$  110,918.75	$  110,918.75	
4	3	Lee County Tax Collector	12/13/23	NAV Taxes	$  771,016.07			$ (30,840.84)	$  740,175.23	$  318,892.22	$  452,123.85	$  306,136.43	$  434,038.80	$  434,038.80	
5	4	Lee County Tax Collector	12/28/23	NAV Taxes	$	66,700.86			$  (2,452.37)	$	64,248.49	$	27,587.46	$	39,113.40	$	26,573.14	$	37,675.35	$	37,675.35	
6	5	Lee County Tax Collector	01/12/24	NAV Taxes	$	27,168.87			$	(815.08)	$	26,353.79	$	11,237.02	$	15,931.85	$	10,899.89	$	15,453.90	$	15,453.90	
7	6	Lee County Tax Collector	02/15/24	NAV Taxes	$	26,597.30			$	(614.25)	$	25,983.05	$	11,000.60	$	15,596.70	$	10,746.55	$	15,236.50	$	15,236.50	
8	7	Lee County Tax Collector	03/13/24	NAV Taxes	$	5,798.26			$	(57.99)	$	5,740.27	$	2,398.16	$	3,400.10	$	2,374.17	$	3,366.10	$	3,366.10	
9	8	Lee County Tax Collector	04/15/24	NAV Taxes	$	24,038.72				$	24,038.72	$	9,942.37	$	14,096.35	$	9,942.37	$	14,096.35	$	14,096.35	
10	9	Lee County Tax Collector	05/14/24	NAV Taxes	$	7,965.89				$	7,965.89	$	3,268.44	$	4,697.45	$	3,268.44	$	4,697.45	$	4,697.45	
11									$	-					$	-	
12									$	-					$	-	
13	Int	Lee County Tax Collector		Interest					$	-					$	-	
14	URE	Lee County Tax Collector		Unused Revenue Fees					$	-					$	-	
15									$	-					$	-	
					$ 1,128,776.49	$	-	$	(1,201.32)	$ (42,790.95)	$ 1,084,784.22	$  466,835.49	$  661,941.00	$  448,392.17	$  636,392.05	$  636,392.05	

Assessment Roll	Collections
O&M	466,835.49	100.00	Note: $1,128,776, $466,833 and $661,941 are 2023/2024 udgeted
Debt	661,941.00	assessments before discounts and fees.
1,128,776.49	$1,062,698, $438,823 and $623,875 are 2023/2024 udgeted
assessments after discounts and fees.

$ 1,128,776.49
$	-	$ 1,084,784.22	
$  (466,835.49)	$  (448,392.17)	
$  (661,941.00)	$  (636,392.05)	
$	-	$	-