PBSD MSTBU Minutes 02/13/2012 Budget Subcommittee'►
BUDGET SUBCOMMITTEE OF THE PELICAN BAY SERVICES DIVISION BOARD
FEBRUARY 13, 2012
LET IT BE REMEMBERED that the Budget Subcommittee of the Pelican Bay Services Division Board met on
Monday, February 13, 2012 at 3:00 p.m. at the Community Center at Pelican Bay, 8960 Hammock Oak Drive, Naples,
with the following members present:
Budget Subcommittee Members
Michael Levy, Chairman
John Chandler
Keith J. Dallas
Pelican Bay Services Division Staff
W. Neil Dorrill, Administrator
Kyle Lukasz, Operations Manager
Geoffrey S. Gibson
John Iaizzo
Susan O'Brien
Mary McCaughtry, Operations Analyst
Lisa Resnick, Recording Secretary
REVISED AGENDA
1. Roll Call
2. Approval of January 17, 2012 Budget Subcommittee meeting minutes
3. Audience Participation
4. Financial goals for preparation of Fiscal Year 2013 budget ►.`'e " `J
5. Discussion of Capital Projects for Fiscal Year 2013
a. Discussion of repaving Pelican Bay Boulevard loan /repayment t
b. Discussion of repairing /replacing pathways loan /repayment
6. Discussion of Capital Projects for Fiscal Years 2014 - 2016
7. Audience Comments ✓�
8. Adjourn Fiala
Hiller ---_
`7-7 ROLL CALL Henning Coyle
All members were present. Coletta
APPROVAL OF JANUARY 17, 2012 BUDGET SUBCOMMITTEE MEETING MINUTES
r r. Gibson made a motion, second by Ms. O'Brien to approve the January 17, 2012 Budget Subcommittee
eetin minutes as resented. The vote was unanimously in favor, and the motion was passed.
CHAIRMAN LEVY'S INTRODUCTION
Chairman Levy reviewed the agenda and explained items 5a and 5b reflected Mr. Chandler's requests and the
intent of item 5 is to discuss possible FY 2013 Capital Projects. Mr. Dallas explained he did not revise his cash flow
sheets for item 6. Chairman Levy said the intent of item 6 would be to discuss future Capital Projects Fiscal Years 2014-
2016.
RESCHEDULE THE MARCH 12 BUDGET SUBCOMMITTEE MEETING
Ms. McCaughtry reported the County's Fiscal Year 2013 budget policy guidelines would not be available before
March 12, the date of the next Budget Subcommittee meeting. The Subcommittee agreed the March 12 meeting should
be rescheduled for either Wednesday, March 21, or Monday, March 26 at 3 p.m. depending upon member availability.
AUDIENCE PARTICIPATION
None
Disc. C:;rres:
Date:
Item #: Cs�Z 2 ► CQ
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Budget Subcommittee of the Pelican Bay Services Division Board Meeting Minutes
February 13, 2012
FINANCIAL GOALS FOR PREPARATION OF FY 2013 BUDGET
Chairman Levy recommended and the Budget Subcommittee directed staff to use as an objective for the FY
2013 proposed budget, the same financial goals that were used to prepare the Fiscal Year 2012 budget without the
Community Improvement Plan (CIP) assessment: 1) hold the non -ad valorem assessment at $370.63; and 2) hold the ad
valorem millage rate at 0.0531 and strive to provide funds for the CIP. The Budget Subcommittee would determine Fiscal
Year 2013 CIP funding requirements and then calculate any additional assessment and millage rates.
DISCUSSION OF CAPITAL PROJECTS FOR FY 2013
CROSSWALKS AND LANDSCAPING
The Subcommittee discussed crosswalk and associated landscaping projects along Pelican Bay Boulevard at
three intersections: Myra Janco Daniels, Crayton Road, and North Pointe Drive. Because the funds are currently
available ($158,000 estimated) the Subcommittee was in favor of completing the remaining crosswalks during summer
2012 as part of the FY 2012 budget.
DISCUSSION OF REPAVING PELICAN BAY BOULEVARD LOAN/REPAYMENT
Mr. Dorrill said it was his understanding that the subject of loaning the County funds to repave Pelican Bay
Boulevard early was tabled by the full Board indefinitely. However, the Budget Subcommittee does have the option to
revisit with the full Board. He explained the County would enter into a formal agreement with the Services Division.
However the monetary transaction would be classified as an "interfund transfer" and "subject to appropriation ", so the
main issue to determine is what strengthens the Services Division's repayment position. Years ago, each Commissioner
had a resurfacing taxing district. To start the conversation, he suggested mentioning the resurfacing taxing district idea to
Commissioner Hiller.
DISCUSSION OF PATHWAYS REPAIRING /REPLACING AND LOAN/REPAYMENT
The Subcommittee discussed possible FY 2013 pathways projects and as an initial estimate, directed staff to
place $557,000 in the FY 2013 proposed budget to complete the remainder of the west side of Pelican Bay Boulevard and
to do the west side of Myra Janco Daniels (concrete). The Subcommittee also discussed the issue of the County's
responsibility, but failure to maintain the pathways.
Mr. Lukasz said typically, when he has reported to the County the need to repair a section of pathways, the work
is scheduled within 30 days and completed within 90 days. Furthermore, Mr. Lukasz advised that when the pathways are
redone, there are no existing sections that could be salvaged.
Mr. Dorrill said an attempt to loan the County funds to repair or replace pathways with expectations for
repayment would be unproductive.
LANDSCAPING
The Subcommittee discussed the desirability of proceeding with the CIP Landscaping project during FY 2013.
Mr. Lukasz estimated that $200,000 could be beneficially employed, and the Subcommittee directed staff to
include $200,000 for landscaping. These funds include the addition of trees called for in the CIP.
OTHER ITEMS
The Subcommittee discussed other projects and directed staff to include the following projects in the FY 2013
proposed budget: approximately $25,000 for littoral plantings; $85,000 for lake bank improvements; and $50,000 for sign
posts refurbishment.
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Budget Subcommittee of the Pelican Bay Services Division Board Meeting Minutes
February 13, 2012
DISCUSSION OF CAPITAL PROJECTS FOR FISCAL YEARS 2014 -2016
For cash flow planning purposes, the Subcommittee discussed possible future CIP and Capital Projects
expenditures as follows:
FY 2014
Five -foot wide concrete pathways in residential neighborhoods: $425,000
Pathways along the east side of Pelican Bay Boulevard: $600,000
Pathways along the north side of Gulf Park Drive: $150,000
Sign posts refurbishment: 50,000
Landscaping: $200,000
Lake banks: $85,000
FY 2015
Pathways along the south side of Gulf Park Drive: $150,000
Pathways along North Pointe, Hammock Oak, and Crayton: $250,000
Landscaping: $200,000
Lake banks: $85,000
FY 2016
Pathways along the Oakmont Lake: $80,000
Landscaping: $200,000
Lake banks: $85,000
ADJOURN
Mr. Chandler made a motion, second by Ms. O'Brien and vote unanimous to adjourn at 4:30 p.m.
Michael Levy, Chairman Minutes by Lisa Resnick 3/7/2012 9:59:26 AM
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