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Agenda 01/25/2016(s , �IJ V� C PELICAN BAY SERVICES DIVISION Municipal Services Taxing and Benefit Unit NOTICE OF PUBLIC MEETING MONDAY, JANUARY 25, J2a, THE BUDGET COMMITTEE OF THE PELICAN BAY SERVICES DIVISION WILL MEET ON MONDAY, JANUARY 25 AT 1:30 PM AT THE COMMUNITY CENTER OF PELICAN BAY, 8960 HAMMOCK OAK DRIVE, NAPLES, FL. AGENDA 1. Pledge of Allegiance 2. Roll call 3. Agenda approval 4. Approval of 11/16/2015 minutes 5. Audience comments 6. Review of FY 2016 Budget a. Operations /Maintenance b. Capital and Clam Bay c. Equipment Update 7. Preliminary Discussion of FY 2017 Budget a. Overall goals b. Capital planning c. Equipment request d. Committee request e. Street lighting 8. Adjourn ANY PERSON WISHING TO SPEAK ON AN AGENDA ITEM WILL RECEIVE UP TO THREE (3) MINUTES PER ITEM TO ADDRESS THE BOARD. THE BOARD WILL SOLICIT PUBLIC COMMENTS ON SUBJECTS NOT ON THIS AGENDA AND ANY PERSON WISHING TO SPEAK WILL RECEIVE UP TO THREE (3) MINUTES. THE BOARD ENCOURAGES YOU TO SUBMIT YOUR COMMENTS IN WRITING IN ADVANCE OF THE MEETING. ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD WILL NEED A RECORD OF THE PROCEEDING PERTAINING THERETO, AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECORD IS MADE, WHICH INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED. IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS AN ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING YOU ARE ENTITLED TO THE PROVISION OF CERTAIN ASSISTANCE. PLEASE CONTACT THE PELICAN BAY SERVICES DIVISION AT (239) 597 -1749 OR VISIT PELICANBAYSERVICESDIVISION.NET. BUDGET COMMITTEE PELICAN BAY SERVICES DIVISION NOVEMBER 16, 2015 The Budget Committee of the Pelican Bay Services Division met on Monday, November 16, at 3:00 p.m. at the Community Center at Pelican Bay, located at 8960 Hammock Oak Drive, Naples, Florida. In attendance were: Budget Committee Scott Streckenbein, Chairman Joe Chicurel Pelican Bay Services Division Staff Neil Dorrill, Administrator Marion Bolick, Operations Manager Also Present Mike Shepherd, Pelican Bay Resident Susan O'Brien Dave Trecker Mary McCaughtry, Operations Analyst Lisa Jacob, Associate Project Manager Barbara Shea, Recording Secretary APPROVED AGENDA (AS AMENDED) 1. Pledge of Allegiance 2. Roll call 3. Agenda approval 4. Approval of 4/21/2015 and 05/26/2015 minutes 5. Audience comments 6. Project Updates: a. Landscape b. Aeration c. Lake Bank Improvement d. Sign Restoration e. Irrigation System Upgrade f. Street Lighting 7. Initial requests from Committee Chairs for possible FY '17 funds 8. Miscellaneous a. Making changes to the approved budget 9. Adjourn AGENDA APPROVAL 1 Budget Committee of the Pelican Bay Services Division November 16, 2015 Minutes Dr. Trecker motioned, Dr. Chicurel seconded to approve the agenda as amended with the addition of a discussion item "making changes to the PBSD approved budget" as item 98a. The motion carried unanimously. APPROVAL OF MEETING MINUTES 04/21/2015 Dr. Chicurel motioned, Dr. Trecker seconded to approve the 04/21/15 minutes as presented. The motion carried unanimouslv. 5/26/2015 Dr.Chicurel motioned, Dr. Trecker seconded to approve the 5/26/15 minutes as presented. The motion carried unanimouslv. AUDIENCE COMMENTS None LANDSCAPE PROJECT UPDATE Mr. Bolick reported that he was not currently working on any major landscaping projects. AERATION PROJECT UPDATE Mr. Bolick reported that an additional $15,000 may be required for electrical costs related to the installation of aeration equipment. He suggested a triage of lakes to determine which lakes will be selected for new aeration equipment in FYI 6. LAKE BANK IMPROVEMENT PROJECT UPDATE Mr. Dorrill reported that the lake bank survey is still being worked on. SIGN RESTORATION PROJECT UPDATE Mr. Dorrill reported that staff is waiting on vendor quotes for the replacement of residential street signs as well as repairs /maintenance to Pelican Bay entrance signs. IRRIGATION SYSTEM UPGRADE PROJECT UPDATE Mr. Dorrill reported that staff is in the process of obtaining proposals and engineering designs for the irrigation system upgrade project. STREET LIGHTING PROJECT UPDATE Mr. Dorrill reported that staff is in the process of obtaining proposals and engineering designs for the street lighting project. 2 Budget Committee of the Pelican Bay Services Division November 16, 2015 Minutes INITIAL REQUESTS FROM COMMITTEE CHAIRS FOR POSSIBLE FY17 FUNDS Mr. Streckenbein has asked all committee chairmen to bring forward any proposed capital projects for FY17 as soon as possible. MISCELLANEOUS: MAKING CHANGES TO THE APPROVED FY16 BUDGET Ms. O'Brien has requested that staff informs the Board of any budget amendments to the PBSD budget as they are needed. ADJOURNMENT The meeting was adiourned at 4:04 Scott Streckenbein, Chairman Minutes approved [ ] as presented OR " as amended ON [ ] date 3 V U1 a-+ W r-I O N H W 0 M� `W r Z W cr W W J V W 0 J W_ LL O W W a N IY W H z W U H Ln 0 U w z w w z 0 Cl 0 Q. O ui O O O 00 V) Ln 0 0 0 N N W W W W 0'n W W a O F- U0 of o W W o Ln M M M 00 Q a a V). 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Landscape Responsibilities Initial Observations Over the last ten years, the Services Division's landscape maintenance effort has arguably fallen short of providing the "Disneyland Perfect" appearance which would be possible in a perfect world.... there has always been room for improvement. Recent observations confirm a landscape maintenance posture which seems to be in particularly steep decline, accompanied by resident dissatisfaction. Discussions with Marion Bolick provide some disturbing snapshots of the problem: o Palm trees should be trimmed twice per year, hardwood trees should be trinuned once per year. In 2015, we trimmed almost all of the palms once and had zero dollars remaining for trimming the hardwood trees. o Pre - emergent weed control should be applied to turf areas four times per year. Our 2015 budget was insufficient to fluid even one application... this we have a proliferation of weeds. o Turf weeds have flourished to the point that chemical control now would leave whole areas with only exposed soil remaining... and we have an inadequate budget to pay for the resulting sod replacement. Thus, our solution is to "mow the weeds... at least they are green "! Analysis of the budget over the period 2005 -2016 confirms an austere history and suggests unusually stringent funding during the last five years, with virtually no aggregate increase in fianding for primary landscape components since 2010! The most egregious example of budgetary restraint is reflected in allocation for mulch... we actually provide 14% less fiinding in 2016 than was provided in 2005! In this same time period, the CPI has advanced 22 %: One could reasonably conclude that we have made a conscious effort to strangle this fimctional area of responsibility. Settin By virtually any metric, Pelican Bay is an affluent community, populated with residents having high expectations for themselves and their environment. With a median home price in excess of $1M, it would be hard to imagine that a PB owner would want us to jeopardize a real estate investment through inadequate maintenance of the neighborhood in which the asset is located. The current PBSD assessment is $508 per year, slightly less per month than the cost of dinner (for one) at a local restaurant. Or to put in landscape terms, roughly the cost of mowing grass at the typical "northern" address ONCE! I would think that a typical owner would actually be angry if they suspected that we were skimping on maintenance, just to save them money of this order of magnitude. The non -ad valorem assessment to fiend the PBSD largely flies under the radar screen of most owners. It would probably be difficult for most owners to explain the charge or it's purpose... "it's just part of the property tax bill from the county ". On the other hand, a visible lack of adequate landscape maintenance definitely does not fly under the radar screen. Arguably, this responsibility is the most "in your face" function we perform.... a function which should be front and center in our minds and be the last area we underfund. A good extension of the old saw, "the bitterness of low quality lingers long after the sweetness of low price is forgotten ". Cosrr1rtrrrrity Cortrixerison There are three other communities in the greater Naples areas which support upscale properties having valuations similar to Pelican Bay (Mediterra, Grey Oaks, Quail West). The fee structure differs slightly in each, but an "all in" analysis reveals that Pelican Bay fees are currently less that half the average freight, even with a stronger pallet of responsibilities. The Services Division could quite literally quadruple its annual assessment (i.e. from $508 to $2,000) and still allow us to retain our position as the low - cost community! PrelinrinarV ,S't! nynal'V ® We have been underfunding our landscape responsibilities for years, with particularly stringency during the last five years. o The normal, age related decline of the neighborhood, combined with our anemic landscape maintenance posture is catching up with us. We should make a concerted effort to advance our landscape funding to levels congruent with our owner's expectations and the value of their the real estate assets. 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Fee Schedules (Master plus CDD /MSTU) Development Master Fee CDD /MSTU Total Comments Mediterra $3,911 $502 Grey Oaks $4,820 Quail West $7,600 Pelican Bay $2,080 $508 $4,413 plus CDD retirement $732 - $3,102 $4,820 Includes CAN, plus mandatory club fee $7,600 Included CATV, plus mandatory club fee $2,588 Includes CAN Internet, Beach / Fitness O O 'a r � e rL C �G (6 3 � m N Y N � N Q. � v O 03 �1 r c� 0 ti O N O U r 0 O N O U I 0 ft ti O N O t U ti 0 N O'. 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L L ffo � s c " a i s Ln -0 UUm m ° Q) L. C7 C: E OOON OOM OOOOtOOOOO o2$ Q)C;6 U U L if)- M i� i� M � iA• -� V+ � iA ifl• ift if} m _0 m (0 ro O x LU O Ili Ln Q) 0) N O N 0 p p > iA- ifi• 00 00 d' U U 0 O 'p - if} if} ipr U (6 f0 (0 Q U Q ❑. CL 0 a) V 0 Q 0 O ,-L r 1 N d' 0 N N M M M N f0 >> U O M W N ,-i 0 M M O r A M M d' N N M m f0 0 0 0 c ;:J� CI Ln Lb Ln d' � M Ln N Ln O n O M 0 0 0 0 0 0 r0 M Ln r, n o0 r-i o0 l0 -1 d" 4 0) n N Ln O N Ln r-1 N 00 Ln N t0 O M to Q O M Ln O ri l0 N N -0 -0 to O O CO G1 ^ ^ O {f} {i-} .-L 0 Lf) Ln d' M N N t0 Ln O O O C O O M M LO i ift iA if} iA ifs ift ifs iA iA iA ifl ifl N N N LL LL O {�} m � � Ln O L_ +-+ L Ln l0 N M M O ,� N M d' M to N O O O to L (0 f0 00000000000000000 ri r-1 ri ri rl N N N N N N N N N N M 0 4+ CO z '- -' U 5 e Cl) � B 0 0 k U) 2 / k Q U) } f $ E 3 � / k § Q Q / � § ■ 7 \ \ k \ & % % / 2 \ \ \ R -0 £ E 0 0 / 0 0 A E a o a / = E = C LO $ \ 0 ± 6 % = 0 0 « / E m m n 7 a E 3 co m / E 0 0 % } c z a(n � e E k% / a) / 0 \ _ % _ -0 Cl) / / \ / \ $ \ / k) k E �_ f 2 \ \ \ E 0 / E\ f t ,/ f r .@ k �� /� )x cu . \¢ @ � _ _ ° _ f �_ 0 f f .7 § .7 E C'/ o� o� 0 \ m / E _ \ / § / / ƒ 2 0 E E E ƒ £ q \ § § G a) c) o o ee f /C 7� J� yc LO 7 k/ \� \2 \2 \ ° 2 O .- O .- O .- O 0 2 q) a) p 2 to c f 2 m m 2 2 m p U) _ __ Z_ __ _ / / / \ 7 \ \ k \ & % % / \ \ 0 0 0 0 0 A o n o 9 = (Q = C LO % � 6 & % } ( c @ J a) / / 0 k / e / # § o \ / ESTIMATED ADDED COSTS FOR MAINTAINING 23 PRIVATE LAKES Capital . $161,000 Aerators* 17,000 Plantings $178,000 One -time Operating Costs $11,500 - $27,500 Engineering costs 2,500- 7,500 Permit modifications & legal costs $14,000 - $35,000 Recurring Operating Costs $17400 Field personnel ** 38,000 Chemicals $212,000 * Likely high because of small areas of most private lakes ** Includes one additional FTE (maintenance specialist) @ $44,000 PROPOSED FOR FY 2017 BUDGET (pending board approval) Capital $98,000 One -time Operating Costs $35,000 Recurring Operating Costs $212,000 All plantings and half of aerators Higher end of range As estimated �F f0 H .O C ra CU v C to L O M w- O a) O C a, H J Z O I-- a U N W c Q) (3) a) Q) -0 -0 -0 -0 O O O O U U U U O O O O O -a 4� •N +, Q) +- O J J h0 CM C C O c O (n V) L L 'L U L 4F an m m O m tw a) a) 021 073 un co O O m O to 000 •i O 00a O m O O 7 CO o2S o� ° o c c o O u u °c° a) a v n3 h0 a) C 'i U N v c ) 'm i U O m O m O O O m U N L,) Co 2 020 0 0 0 u a u O_ n L) o_ u cr- 0o 0A a) v a) v w a) v Q 'L 'L V) V) O V) V) In L L - C (Jn � N N = 1 N (�) ,O U ,O ON - U .O U U L L c>3 0 f6 0 0 u (0 0 (0 m m cu _ _ _ O _ CL C) a) a) o2S w 026 026 w w o2S a) a) (n V) = LL a: LL LL = = LL w = 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O �-- O O O O O O O O O O O O M LA N N 1- O M V-1 0) Ln ci Ol M 00 O 1, ♦\ OOl 00 O W N I- W 1, N Ln N LO Lr) Ln O 00 ci 00 LO 00 N N Ol 00 l0 00 Ol rl tO 00 V O 4 M N M N N M m N M c-i M M lG N N -Ln -L h V)- V} 'Ln 'Ln V)• 'Ln ',n '(n I- 'Ln P% .L - -C } -L ? t/} z O F- U 0 J J J O Ln O m 0 > Q m N A O Q- f6 O m bio j 0 C O C N 00 00 p +) (6 O V ca J O C C O N 4E N O (0 O 'a 7 4 V) 4J 00 m m C �� O Y 00 cZ L E O � e-1 M S 0 cI MO O L L C O L = rn 00 (D i� 00 o- - m 026 026 in Vs) o2S I— 026 m Ln L Ol Ln 01 ri N 1, cn O vi � N D O F, O N �i O c-i 0 0 0 0 O C7 z r\ oo oo oo oo r, r- oo oo oo a immonds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 . Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract March 7, 2015 Pelican Bay Services Quote #: 1513782 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick: We hereby submit specifications and estimates for: Gulf Park & Pelican Bay Blvd. electrical service. Separate Services, replace 480v Street Lighting service. Replace 240/120v service for irrigation Material $11,206.00 Labor 9,686.00 Total Material and Labor 20 892.00 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Twenty thousand eight hundred ninety two and no /100th Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the Owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorneys fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to; and hereby authorize you to execute the same. Date Signed by Mx ionds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick: March 7, 2015 Quote #: 1513783 We hereby submit specifications and estimates for: North Station 7779 electrical service Separate Services, replace 480v Street Lighting service. Replace 240/120v service for irrigation. Material $11,496.00 Labor 9,686.00 Total Material and Labor 21 182.00 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Twenty one thousand one hundred eighty two and no /100th Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the Owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorneys fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by 'G immonds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513862 We hereby submit specifications and estimates for: FPL Street lighting repair at 779 Tramore Lane. Replace complete electrical service disconnect and bring to code. Landscape removal or restoration will be done by others. Material $1,337.00 Labor 2,471.00 Total Material and Labor 3 807.00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Three thousand eight hundred seven and no /1001 Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by On Simmonds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES - GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513 871 We hereby submit specifications and estimates for: Street lighting repair at 805 Bentwood Drive. F &I disconnect, photo cell, surge and bring to code. Landscape removal or restoration will be done by others. Material $1,489.00 Labor 1,171.00 Total Material and Labor 2 660.00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Two thousand six hundred sixty and no /1001 Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written.or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by immons Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513874 We hereby submit specifications and estimates for: Street lighting service repair between 829 & 831 Bentwood Dr. Replace complete electrical service disconnect and bring to code. Landscape removal or restoration will be done by others. Material $1,352.00 Labor 2,471.00 Total Material and Labor 3 823.00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Three thousand eight hundred twenty three and no 1100' Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by WE immonds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract April 18, 2015 Pelican Bay Services Quote #: 1513873 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick We hereby submit specifications and estimates for: Street lighting service repairs between 811 & 813 Bentwood Dr. F &I disconnect, photo cell, surge and bring to code. Landscape removal or restoration will be done by others Material $1,100.00 Labor 1,171.00 Total Material and Labor $2 271.00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Two thousand two hundred seventy one and no /1001h Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by immon s Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 21, 2015 Quote #: 1513872 We hereby submit specifications and estimates for: Street lighting service repair at 802 Slashpine Court. F &I disconnect, photo cell, surge and bring to code. Landscape removal or restoration will be done by others Material $1,098.00 Labor 1,171.00 Total Material and Labor 2 2 .00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Two thousand two hundred sixty nine and no /100th Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by Ely immons Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450-4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513868 We hereby submit specifications and estimates for: Street lighting repair at 717 Shadow Lake Lane. Relocate electric service approximately ten feet to the west. Replace complete electrical service disconnect and bring to code. Landscape removal or restoration will be done by others. Material $1,505.00 Labor 2,470.00 Total Material and Labor 3 75.00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Three thousand nine hundred seventy five and no /1001 Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by �c Simonds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING - UTILITIES - GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513867 We hereby submit specifications and estimates for: FPL Street lighting repair between 709 & 713 Woodhaven Lane. Replace complete electrical service disconnect and bring to code. Landscape removal or restoration will be done by others. Material $1,351.00 Labor 2,470.00 Total Material and Labor $3,821.00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Three thousand eight hundred twenty one and no /100th Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by oL� Simmonds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING - UTILITIES - GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513869 We hereby submit specifications and estimates for: FPL Street lighting repair at 800 Turkey Oak Lane. F &I disconnect, photo cell, surge and bring to code. Landscape removal or restoration will be done by others. Material $1,489.00 Labor 1,170.00 Total Material and Labor 2 65 .00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Two thousand six hundred fifty nine and no /100' Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by Current Assets Cash and Investments Interest Receivable Improvements, Vehicles & Equipment Due from Tax Collector Total Current Assets Total Assets Current Liabilities Accounts /Trade Payable Goods Received /Inventory Recv'd Accrued Wages Payable Total Liabilities Pelican Bay Services Municipal Services Taxing Unit Balance Sheet - December 31, 2015 Clam Bay Fund 320 - FY 2016 (Unaudited) Assets $ 201,115.70 335.92 247,870.29 449,321.91 $ 449,321.91 Liabilities and Fund Balance 20,112.67 Fund Balance Fund Balance - unreserved 79,864.28 Excess Revenues (Expenditures) 349,344.96 Total Fund Balance 20,112.67 429,209.24 Total Liabilities and Fund Balance $ 449,321.91 Pelican Bay services Municipal Services Taxing Unit Income Statement w/ Budget - December 31, 2015 Clam Bay Fund 320 - FY 2016 (Unaudited) Annual YTD YTD Budget Budget Actual — Operating Revenues: Carry Forward $ 80,003.75 $ 80,003.75 $ 80,003.75 $ Special Assessment 133,500.00 106,800.00 110,868.66 Transfer from Tax Collector - - - Fund 111 - - Revenue Reserve (est. 5 %) (6,700.00) - - Interest 500.00 100.00 249.07 _ Total Operating Revenues $ 207,303.75 $ 186,903.75 $ 191,121.48 $ Operating Expenditures: Clam Bay Restoration Engineering Fees $ 56,091.10 $ 16,827.33 $ 15,120.67 $ Other Contractural Services 18,934.27 $ - - Tree Trimming 60,424.00 5,035.33 4,992.00 Other Equipment Repairs 1,077.77 - - Aerial Photography 24,788.60 - - Minor Operating 9,188.01 - - Other Operating Supplies 2,000.00 - - _ Total Clam Bay Restoration $ 172,503.75 21,862.66 $ 20,112.67 $ Clam Bay Ecosystem Engineering Fees $ - - $ - $ Licenses and Permits - - - Other Contractual Services Total Clam Bay Ecosystem $ - $ $ - $ Capital Expenditures: Clam Bay Restoration Other Machinery and Equipment $ 11,000.00 $ - $ - $ Total Capital Expenditures $ 11,000.00 $ - $ - $ Total Clam Bay Operating Expenditures $ 183,503.75 $ 21,862.66 $ 20,112.67 $ Page 1 of 2 Variance 4,068.66 149.07 4,217.73 1,706.66 43.33 1,749.99 1,749.99 Non- Operating Expenditures: Tax Collector Fees Property Appraiser Fees Reserves for Contingencies Total Rion- Operating Expenditures Total Expenditures Net Profit /(Loss) $ 3,600.00 $ 2,880.00 $ 2,217.37 $ 2,700.00 1,890.00 1,681.79 17,500.00 - - $ 23,800.00 $ 4,770.00 $ 3,899.16 $ $ 207,303.75 $ 26,632.66 $ 24,011.83 $ $ - $ 160,271.09 $ 167,109.65 $ Page 2 of 2 662.63 208.21 870.84 2,620.83 6,838.57 Operating Revenues: Fund 111 Distribution Total Operating Revenues Operating Expenditures: Clam Bay Dredging Engineering Fees Other Contractural Services Total Clam Bay Dreging Pelican Bay Services Municipal Services Taxing Unit Income Statement w/ Budget - December 31, 2015 Clam Bay Ecosystem Fund 111 - FY 2016 (Unaudited) Amended YTD YTD Budget Budget Actual Variance $ 150,000.00 $ - $ - $ - $ 150,000.00 $ - 150,000.00 $ 15,000.00 9,270.00 5,730.00 $ 150,000.00 $ 15,000.00 $ 9,270.00 $ 5,730.00 Capital Expenditures: Clam Bay Restoration Improvements General $ - $ - $ - $ - Total Capital Expenditures $ - $ - $ $ - Total Clam Bay Operating Expenditures $ 150,000.00 $ 15,000.00 $ 9,270.00 $ 5,730.00 Net Profit /(Loss) $ - $ (15,000.00) $ (9,270.00) $ 5,730.00 Pelican Bay Services Municipal Services Taxing Unit Balance Sheet - December 31, 2015 Capital Projects Fund 322 - FY 2016 (Unaudited) Assets Current Assets Cash and Investments $ 1,567,440.42 Interest Receivable 3,706.13 Improvements, Vehicles & Equipment 2,282,627.55 Due from Tax Collector Total Current Assets Total Assets Liabilities and Fund Balance Current Liabilities Accounts /Trade Payable Goods Received Inv. Received Total Liabilities Fund Balance Fund Balance - unreserved Excess Revenues (Expenditures) Total Fund Balance Total Liabilities and Fund Balance k 3,853,774.10 $ 3,853,774.10 2,837.50 2,837.50 1,145,309.57 2,705,627.03 3,850,936.60 $ 3,853,774.10 Pelican Bay Services Municipal Services Taxing Unit Income Statement w/ Budget - December 31, 2015 Capital Projects Fund 322 - FY 2016 (Unaudited) Annual Amended YTD YTD Budget Budget Actual Variance Operating Revenues: Carry Forward $ 1,361,477.09 $ 1,361,477.09 $ 1,361,477.09 $ - Transfer from Fund 109 General - - - Miscellaneous (PBF N Berm Paving Cost) - - - - Special Assessment 400,700.00 320,560.00 331,963.26 11,403.26 Transfer from Tax Collector - - - Revenue Reserve (est. 5 %) (20,300.00) - " Interest 5,000.00 1,250.00 2,807.73 1,557.73 Total Operating Revenues $ 1,746,877.09 $ 1,683,287.09 $1,696,248.08 $ 12,960.99 Operating Expenditures: Irrigation & Landscaping Hardscape Project (50066) Engineering Fees Other Contractural Services Rent Equipment Sprinkler System Repairs Landscape Materials Permits Signs & Posts (Share the Road) Electrical Other Operating Supplies Traffic Sign Restoration Project (50103) Traffic Signs Lake Aeration (50108) Improvements North Berm Restoration (50107) Other Contractural Services Beach Renourishment (50126) Other Contractural Services Lake Bank Project (51026) Swale & Slope Maintenance Engineering Fees Landscape Materials Other Contractural Services Upgrade Irrigation System (51145) $ 56,063.32 $ 3,363.80 $ 2,837.50 $ 526.30 611,987.00 - 635.50 - 3,650.52 - - 88,206.75 - - 3,489.25 - - 68,834.00 - - 100,020.77 - - - 25,400.13 - - 400,000.00 - - 40,842.75 10,210.69 4,720.00 5,490.69 110,500.00 16,575.00 - 16,575.00 2,940.86 - - 106,306.24 106,306.24 124,990.00 (18,683.76) Page 1 of 2 Improvements 116,000.00 - - Total Irrigation & Landscaping Expenditures $ 1,734,877.09 $ 136,455.73 $ 132,547.50 $ 3,903.23 Non - Operating Expenditures: Tax Collector Fees $ 8,000.00 $ 6,800.00 $ 6,639.26 $ 160.74. Property Appraiser Fees 4,000.00 4,000.00 5,040.49 (1,040.49) Revenue for Contingencies - - - Total Non - Operating Expenditures: $ 12,000.00 $ 10,800.00 $ 11,679.75 $ (879.75) Total Expenditures $ 1,746,877.09 $ 147,255.73 $ 144,227.25 $ 3,028.48 Net Profit /(Loss) $ - $ 1,536,031.36 $1,552,020.83 $ 15,989.47 Page 2 of 2 ��" ? '� v •� r f '� � v ,�^. � � r�a � _ �. 1 ` � .lam �_ �`1 �' 8 �" � v" ! '. Please submit quote to Pedro Pineiro at Pedro Pineiro(�coIliergov net or fax to (239) 597 -5400 or call (239) 438 -5232. VENDOR NAIME: Clark's Nursery 2016 DATE: 20 Jan =Fakahachee fication all Container Size 3gl Quantit 100 Unit Cost 4.00 Sub -Total 400.00 ll 3gl 156 4.50 702.00 Mully Grass 12" tall 3gl 100 4.00 400.00 Awabuki 4' -5' tall 15gl 10 45.00 450.00 Cordgrass 12" tall 3gl 120 4.00 480.00 $2432.00 E t Please submit quote to Pedro Pineiro at PedroPineiro(LDcolliergov.net or fax to (239) 597 -5400 or call (239) 438 -5232. VENDOR NAME: IC Brokers, Nursery January 21, 2016 0 70 Description Specification Container Size Quantity Unit Cost Sub -Total Cooper Leaf Red 12" tall 3gl 80 4.00 320.00 Cooper Leaf var. 12" tall 3gl 100 4.25 425.00 Crown of thorn 12" tall 3gl 10 4.25 42.50 Plumbego 12" tall 3gl 100 4.00 400.00 Flax lily 12" tall 3gl 400 4.00 1600.00 Carrisa esmeral 12" tall 3gl 110 4.25 467.50 Jasmine minima 6" tall 1gl 300 2.35 705.00 Indian hathorn 12" tall 3gl 150 4.00 600.00 Thryalis 12" tall 3gl 110 4.00 440.00 Coontie 20" tall 7gl 100 30.00 3000.00 Philline violet 12" tall 3gl 400 6.25 2500.00 False Agave 12" tall 3gl 100 8.00 800.00 Kongo 18" tall 3gl 120 6.25 750.00 Saw Palmetto 10" tall 3gl 25 11.75 293.75 Coral creeper gold 6" tall 1gl 1204 3.00 3612.00 Asian Snow 12" tall 3gl 410 '12.00 4800.00 Var. ginger 12" tall 3gl 150 6.00 900.00 Firecraker 12" tall 3gl 40 4.00 160.00 Primorose 12" tall 3gl 555 6.50 3607.5 Green Island ficus 12" tall 3gl 150 4.25 637.50 Dwart Boungavillea 12" tall 3gl 50 5.75 287.5 Birds of Paradise 16" tall 7gl 5 22 110 Dwarf cusia 12" tall 3gl 818 5.25 4294.50 12" +,till ?, E 140 1 Bz0,00 0.3 -2 i5-�Z'�-S • s Simmonds Electrical of aples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513875 We hereby submit specifications and estimates for: Street lighting service repair between 801 & 803 Knollwood Court. Replace complete electrical service disconnect and bring to code. Landscape removal or restoration will be done by others. Material $1,352.00 Labor 2,471.00 Total Material and Labor 3 23.0 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of Three thousand eight hundred twenty three and no /100" Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during'the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 1 1/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by �c Simmonds Electrical of Naples, Inc. 8981 Quality Rd Unit 1 Ph: (239) 643 -2770 Bonita Springs, FL 34135 -7000 STREET LIGHTING • UTILITIES • GENERATORS Fax: (239) 643 -6873 INDUSTRIAL AND COMMERCIAL Estimate and Contract Pelican Bay Services 801 Laurel Oak Drive Naples, FL 34108 Ph: (239) 450 -4920 Attn: Marion Bolick April 18, 2015 Quote #: 1513870 We hereby submit specifications and estimates for: Street lighting repair at 804 Bentwood Drive. Replace only rusted rigid conduit to PVC conduit and bring to code. Landscape removal or restoration will be done by others. Material $798.00 Labor 1,170.00 Total Material and Labor 1 68.00 Note: This figure is for budget purposes only. Invoice will be based on time and material and will be itemized per Annual Contract 13 -6166 We hereby propose to furnish the above complete in accordance with the above specifications for the sum of One thousand nine hundred sixty eight and no /1001 Dollars. Payment to be made as follows: Upon draw request. It is the responsibility of the purchaser /owner to provide adequate access to the job site. If during the course of the job it becomes necessary to traverse sidewalks, driveways, grass or sod, flowerbeds, sprinklers, etc. Every effort will be made to avoid any damage. Should breaks occur as a direct result of our machinery, repairs may be made at additional cost to the owner. All material used in this contract is guaranteed to be as specified, and the entire job is to be done in a neat and substantial manner. Any alteration or deviation from the specifications herein agreed upon involving extra cost of labor and material will be executed upon either a written or verbal order for same, and will become an extra charge over the sum mentioned in this contract. Purchaser agrees to pay interest charges of 11/2% per month which is an annual rate of 18 %. In the event payment is not made, purchaser agrees to pay all costs and expenses of collection including interest and attorney's fees. Estimate valid for 30 days. Signed by ACCEPTANCE OF ESTIMATE The foregoing terms, specifications and conditions are satisfactory, and the same are hereby accepted and agreed to, and hereby authorize you to execute the same. Date Signed by Collier County Pelican Bay Services Division Fiscal Year 2016 Operating Budget E General Funds Capital Projects Funds Water Community Street Clam Bay Capital Total Revenue Management Beautification Lights System Projects All Funds Carryforward $157,600 $367,700 $916,000;1 ti $16,322 $1,523,703 $2,981,325 Interest Income $1,300 $2,700 $2,500 '!` _ $500 $5,000 $12,000 Plan Review Fee Income $1,500 $0 $0 $0 $0 $1,500 Interfund Transfers $0 $0 $0 $0 $0 $0 Revenue Reserve ($44,000) ($123,200) ($25,000) is ($6,700) ($20,300) ($219,200) Assessment or Advalorem Tax Levy $881,000 $2,459,700 $495,900 $133,500 $400,700 $4,370,800 Total Revenue Ir $997,400 $2,706,900 $1,389,400 $143,622 $1,909,103 $7,146,425 Appropriations Projections Personnel Services $217,200 $1,061,800 $141,800 $1,420,800 Administration: Indirect Cost Reimbursements $66,500 $0 $3,200 s $69,700 Other Contractual Services $49,000 $49,900 $31,200 $130,100 Storage Contractor $0 $800 $800 $1,600 Telephone - Service Contracts $2,200 $2,200 $2,200 ��i� ; $6,600 Telephone - Direct Line $3,000 $3,000 $3,000 $9,000 Postage, Freight & Ups $1,200 $2,000 $1,500IE!I $4,700 Rent - Buildings $11,000 $11,300 $11,000 $33,300 Rent - Equipment $2,500 $2,600 $2,500 I� ! $7,600 Insurance - General $900 $500 $400 la,( $1,800 Mntc. Site Ins. & Assessment Fees $14,200 $0 $0 I;;i; $14,200 Information Tech Automation Allocation $4,800 $8,400 $600 $13,800 Printing or Binding - OutsideVendors $1,800 $2,300 $0 $4,100 Legal Advertising $1,000 $1,200 $0 $2,200 Clerks Recording Fees, Etc. $1,000 $1,200 $0 $2,200 Office Supplies - General $1,500 $2,000 $800 ?' Ji,.�; $4,300 Other Training & Educational Exp. $2,000 $2,200 $0 $4,200 Other Operating Supplies $0 $0 $1,000 $1,000 Emergency Maintenance & Repairs $8,800 $7,400 $0 ���� $16,200 Field Services: Engineering $60,000 $0 $25,000aji $27,000 $0 $112,000 Plan Review Fees $1,500 $0 $0 Ilrj $1,500 Electrical Contractors $0 $0 $16,400 gi $16,400 Other Contractual Services $1,000 $51,900 $800 $45,500 $116,000 $215,200 Landscape Incidentals $0 $2,500 $0 $2,500 Pest Control $0 $1,000 $0 $1,000 Tree Trimming $100,000 $102,700 $0 $38,000 $240,700 Temporary Labor $70,000 $367,000 $37,400 '1? $474,400 Berm & Swale Maintenance $18,000 $0 $0 �!u! $110,000 $128,000 Water Use Charges $0 $89,900 $0 Ii1ii $89,900 Landscape Materials $8,500 $52,000 $0 1' $90,900 $151,400 CelluarTel hones/Radios Telephones/Radios $500 $3,800 $1,000 ' " "' ;`:: $5,300 Trash & Dumpster Fees $5,300 $15,900 $0 i�� $21,200 Water Quality Testing $20,200 $0 $0 yjy l $20,200 Insurance - Vehicles $1,000 $10,200 $1,000 $12,200 Insurance - General $2,500 $8,600 $800'` $11,900 Bldg. R e airs Mntc. $500 $500 $500 I! $1,500 Electricity $0 $3,000 $35,000 $38,000 Fertilizers, Herbicides, Chem $100,600 $62,000 $0 1lji $162,600 Sprinkler System Maint $0 $30,000 $0 $30,000 Mulch $0 $51,500 $0 $51,500 Equipment Rental $0 $5,000 $0 $5,000 Licenses and Permits $0 $500 $0 $500 Fleet Repairs, Maintenance & Fuel $22,100 $93,700 $2,600 $0 $118,400 Road and Bike Path Repairs $0 $2,000 $0 $2,000 Photo Processing (Aerial) $0 $0 $0 $7,500 $7,500 Minor Operating Supplies $0 $3,700 $0 $2,400 $6,100 Employee Uniforms $1,100 $9,500 $0 $10,600 Other Operating Supplies $2,500 $9,000 $0 " is $600 $12,100 Light, Bulb and Ballast $0 $0 $16,800 $16,800 Personal Safety Equipment $800 $3,500 $800 $5,100 Paint supplies $0 $500 $0 $500 Traffic Signs $0 $3,000 $0 $50,000 $53,000 Emergency Maintenance & Repairs $0 $3,300 $9,600 $12,900 Beach Renourishment ��i� $200,000 Capital Outlay $54,000 $174,400 $0 rl $0 $100,000 $328,400 Rolled Capital Projects/Programs, & Reserves Clam Bay Projects Fund 320 $0 $0 Capital Projects Fund 322 $867,041 $867,041 Reserves for Operations $60,500 $124,600 $4,000 $16,322 $363,162 $568,584 Reserve for Operating Fund Capital Imp. $0 $972,500 $972,500 Equipment Reserve $36,000 $164,000 $42,300 $242,300 Other Charges, Fees & Transfers Tax Collector $26,100 $60,000 $14,000 j1N $3,600 $8,000 $111,700 Property Appraiser P Pro e A raiser $16,100 $38,900 $8,900 $2,700 $4,000 $70,600 Total A PP P Appropriations $997400 $2706900 $1,389400 !1!1" $143,622 $1,909,103 $7,146,425 Equivalent Residential Unit's: 7615.29 7615.29 7615.29 7615.29 7615.29 Projected Rate: ERU or Millage $115.688 $322.995 0.0857 $17.531 $52.618 Projected Total Rate: ERU or Millage $438.683 0.0857 70.148 $508.83 Actual Rate (FY 2015) $367.00 0.0857 $59.76 $426.76 Actual Dollar/Millage Change $71.68 0.0000 $10.39 $82.08 19.53% 100.00% 17.39% 19.23% E Current Assets Cash and Investments Interest Receivable Improvements, Vehicles & Equipment Due from Property Appraiser Due from Tax Collector Total Current Assets Total Assets Current Liabilities Accounts /Trade Payable Accrued Wages Payable Goods Received /Inventory Recv'd Total Liabilities Fund Balance Fund Balance -unreserved Excess Revenues (Expenditures) Total Fund Balance Total Liabilities and Fund Balance Pelican Bay Services Municipal Services Tasting Unit Balance Sheet - December 31, 2015 Operating Fund 109 - FY 2016 (Unaudited) Assets 3,012,318.99 2,961.50 775,613.39 $ 3,790,893.88 $ 3,790,893.88 Liabilities and Fund Balance $ 100,985.63 170,643.63 598,143:64 2,921,120.98 $ 271,629.26 3,519,264.62 $ 3,790,893.88 Total Water Management Admin Operating $ 246,500.00 $ 36,200.00 $ 36,696.35 $ (496.35) Water Management Field Operations Payroll Expense Pelican Bay Services 26,800.00 $ 21,925.16 $ 4,874.84 Engineering Fees Municipal Services Taxing Unit 3,297.00 1,703.00 Income Statement w/ Budget - December 31, 2015 18,000.00 1,500.00 - Operating Fund 109 - FY 2016 Landscape Materials /Replanting Program 8,500.00 1,400.00 (Unaudited) 650.00 Flood Control Water Quality Testing Supplies 1,500.00 - Annual YTD YTD 18,700.00 3,100.00 Budget Budget Actual Variance Operating Revenues: - - Other Contractural Services 1,000.00 Carryforward $ 525,300.00 $ 525,300.00 $ 525,300.00 $ Special Assessment - Water Management Admin 881,000.00 704,800.00 730,769.09 25,969.09 Special Assessment - Right of Way Beautification 2,459,700.00 1,967,760.00 2,039,983.30 72,223.30 Plan Review Fees - - - - Miscellaneous (Surplus Sales, Ins. Refunds) - - 2,500.00 2,500.00 Revenue Reserve (est. 5 %) (167,200.00) - - - Interest 4,000.00 1,000.00 2,261.47 1,261.47 Total Operating Revenues $ 3,702,800.00 $ 3,198,860.00 $ 3,300,813.86 $ 101,953.86 Operating Expenditures: 1,171.82 1,828.18 Fuel and Lubricants 2,400.00 Water Management Administration 289.23 110.77 Tree Triming 100,000.00 Payroll Expense $ 75,100.00 $ 14,100.00 $ 16,361.39 $ (2,261.39) Emergency Maintenace and Repairs 8,800.00 - - IT Direct Capital 700.00 - - IT Office Automation /Billing Hr. 4,100.00 - - Indirect Cost Reimbursement 66,500.00 - - - Inter Payment /Mnt. Site Ins. Assessment 14,200.00 3,600.00 3,550.00 50.00 Other Contractural Services 49,000.00 12,300.00 10,740.00 1,560.00 Telephone 5,200.00 1,300.00 679.21 620.79 Postage and Freight 1,200.00 - - - Rent Buildings and Equipment 13,500.00 4,500.00 4,608.38 (108.38) Insurance - General 900.00 - - - Printing, Binding and Copying 1,800.00 - - - Clerk's Recording Fees 1,000.00 - - - Legal Advertising 1,000.00 - - - Other Office and Operating Supplies 1,500.00 400.00 757.37 (357.37) Training and Education (Tuition Reimb.) 2,000.00 - - Total Water Management Admin Operating $ 246,500.00 $ 36,200.00 $ 36,696.35 $ (496.35) Water Management Field Operations Payroll Expense $ 142,100.00 $ 26,800.00 $ 21,925.16 $ 4,874.84 Engineering Fees 60,000.00 5,000.00 3,297.00 1,703.00 Flood Control Berm and Swale Mntc. 18,000.00 1,500.00 - 1,500.00 Landscape Materials /Replanting Program 8,500.00 1,400.00 750.00 650.00 Flood Control Water Quality Testing Supplies 1,500.00 - - - Interdepartmental Payment (Water Quality Lab) 18,700.00 3,100.00 3,454.70 (354.70) Plan Review Charges 1,500.00 - - - Other Contractural Services 1,000.00 200.00 140.92 59,08 Temporary Labor 70,000.00 19,400.00 19,291.88 108.12 Cell Phones 500.00 100.00 318.00 (218.00) Trash and Garbage 5,300.00 1,100.00 1,016.88 83.12 Motor Pool Rental Charge 200.00 - - - Insurance - General 2,500.00 - Insurance - Auto 1,000.00 - - - Building Repairs & Mntc. 500.00 50.00 43.17 6.83 Fleet Maintenance and Parts 18,000.00 3,000.00 1,171.82 1,828.18 Fuel and Lubricants 2,400.00 400.00 289.23 110.77 Tree Triming 100,000.00 5,000.00 4,992.00 8.00 Clothing and Uniforms 1,100.00 700.00 679.64 20.36 Page 1 of 3 Personal Safety Equipment 800.00 100.00 - 100.00 Fertilizer and Herbicides 100,600.00 21,800.00 20,399.11 1,400.89 Other Repairs and Maintenance 1,500.00 100.00 - 100.00 Other Operating Supplies and Equipment 2,500.00 600.00 491.60 108.40 Total Water Management Field Operating $ 558,200.00 $ 90,350.00 $ 78,261.11 $ 12,088.89 Right of Way Beautification - Administration 51,900.00 11,000.00 10,557.60 442.40 Payroll Expense $ 77,100.00 $ 14,500.00 $ 9,419.06 $ 5,080.94 Emergency Repairs and Maintenance 7,400.00 - - - IT Capital 300.00 - - - Office Automation 8,100.00 - - - Other Contractural Services 49,900.00 12,500.00 10,803.50 1,696.50 Telephone 5,200.00 1,300.00 682.22 617.78 Postage 2,000.00 - - - Rent Buildings /Equipment /Storage 14,700.00 4,900.00 4,844.99 55.01 Insurance - General 500.00 - - - Printing, Binding and Copying 2,300.00 - - - Clerk's Recording 1,200.00 - - - Legal Advertising 1,200.00 - - - Office Supplies General 2,000.00 500.00 516.00 (16.00) Training and Education (Tuition Reimb.) 2,200.00 200.00 185.00 15.00 Total Right of Way Beautification Admin Operating $ 174,100.00 $ 33,900.00 $ 26,450.77 $ 7,449.23 Right of Way Beautification - Field Operations Payroll Expense $ 1,005,800.00 $ 177,900.00 $ 160,248.06 $ 17,651.94 Emergency Maintenance and Repairs 3,300.00 - - - Recycled Water Use 89,900.00 26,100.00 28,718.92 (2,618.92) Pest Control 1,000.00 - - - Landscape Incidentals 2,500.00 200.00 200.00 Other Contractural Services 51,900.00 11,000.00 10,557.60 442.40 Temporary Labor 367,000.00 96,300.00 95,133.02 1,166.98 Cellular Telephone 3,800.00 600.00 327.58 272.42 Electricity 3,000,00 500100 517.71 (17.71) Trash and Garbage 15,900.00 4,000.00 3,987.20 12.80 Rent Equipment 5,000.00 300.00 162.98 137.02 Motor Pool Rental Charge 100,00 - - - Insurance- General 8,600.00 - Insurance- Auto 10,200.00 - - - Building Repairs and Maintenance 500.00 100.00 37.80 62.20 Fleet Maintenance and Parts 45,300.00 7,600.00 6,694.53 905.47 Fuel and Lubricants 48,300.00 7,100.00 4,650.04 2,449.96 Licenses, Permits, Training 500.00 500.00 2,275.53 (1,775.53) Tree Triming 102,700.00 100,600.00 101,100.00 (500.00) Clothing and Uniforms 9,500.00 2,700.00 2,500.92 199.08 Personal Safety Equipment 3,500.00 600.00 525.57 74.43 Fertilizer and Herbicides 62,000.00 20,200.00 18,155.06 2,044.94 Landscape Maintenance 51,500.00 15,000.00 14,137.20 862.80 Mulch /Landscape Materials 52,000.00 10,800.00 10,408.25 391.75 Pathway Repairs 2,000.00 - - - Sprinkler Maintenance 30,000.00 5,800.00 5,028.71 771.29 Painting Supplies 500.00 - - - Traffic Signs 3,000.00 500.00 325.00 175.00 Minor Operating Equipment 3,700.00 1,200.00 1,844.14 (644.14) Other Operating Supplies 9,000.00 3,000.00 4,888.48 (1,888.48) Total Right of Way Beautification - Field Operating $ 1,992,000.00 $ 492,600.00 $ 472,224.30 $ 20,375.70 Total Operating Expenditures $ 2,970,800.00 $ 653,050.00 $ 613,632.53 $ 39,417.47 Page 2 of 3 Capital Expenditures: Water Management Field Operations Other Machinery and Equipment $ 54,000.00 $ 15,120.00 $ 14,330.56 $ 789.44 General _ Total Water Management Field Operations Capital $ 54,000.00 $ 15,120.00 $ 14,330.56 $ 789.44 Right of Way Beautification - Field Autos and Trucks $ 116,700.00 35,010.00 $ 32,979.81 $ 2,030.19 Other Machinery and Equipment 57,700.00 31,735.00 31,383.62 351.38 Total Right of Way Beautification - Field Capital $ 174,400.00 $ 66,745.00 $ 64,363.43 $ 2,381.57 Total Capital Expenditures $ 228,400.00 $ 81,865.00 $ - $ 81,865.00 j Total Operating Expenditures $ 3,199,200.00 $ 734,915.00 $ 613,632.53 $ 121,282.47 Non - Operating Expenditures: Transfer to Fund 322 $ - $ - $ - $ - j Tax Collector Fees 86,000.00 60,200.00 55,415.06 4,784.94 Property Appraiser Fees 55,000.00 44,000.00 43,047.45 952.55 Reserves (21/2 months for Contingencies) 182,700.00 - - - Reserves for Capital 200,000.00 - - Reserved for Attrition (20,100.00) - - - Total Non - Operating Expenditures $ 503,600.00 $ 104,200.00 $ 98,462.51 $ 5,737.49 Total Expenditures $ 3,702,800.00 $ 839,115.00 $ 712,095.04 $ 127,019.96 Net Profit /(Loss) $ - $ 2,359,745.00 $ 2,588,718.82 $ 228,973.82 Page 3 of 3 Pelican Bay Services Municipal Services Taxing Unit Balance Sheet - December 31, 2015 Street Lighting Fund 778 - FY 2016 (Unaudited) Assets Current Assets Cash and Investments $ 1,370,061.23 Interest Receivable 2,702.78 Improvements, Vehicles & Equipment 28,138.77 Due from Tax Collector 0.21 Total Current Assets $ 1,400,902.99 Total Assets $ 1,400,902.99 Liabilities and Fund Balance Current Liabilities Accounts /Trade Payable $ 3,052.64 Goods Received /Inventory Recv'd 5,522.07 Accrued Wages Payable - Total Liabilities $ 8,574.71 Fund Balance Fund Balance - unreserved 1,010,189.41 Excess Revenue (Expenditures) 382,165.37 Total Fund Balance 1,392,355.28 Total Liabilities and Fund Balance $ 1,400,929.99 Pelican Bay Services Municipal Services Taxing Unit Income Statement w/ Budget - December 31, 2015 Street Lighting Fund 778 - FY 2016 (Unaudited) Annual YTD YTD Budget Budget Actual Variance Operating Revenues: Carryforward Curent Ad Valorem Tax Transfer from Tax Collector Revenue Reserve (est. 5 %) Interest Total Operating Revenues Operating Expenditures: Street Lighting Administration Payroll Expense Indirect Cost & IT Automation Other Contractural Services Telephone Postage and Freight Rent Buildings /Equipment /Storage Insurance - General Printing, Binding and Copying Office Supplies General Tuition Reimbursement Other Operating Supplies Total Street Lighting Admin Operating Street Lighting Field Operations Payroll Expense Enginnering Fees Emergency Maintenance & Repairs Other Contractual Services Temporary Labor Cellular Telephone Electricity Insurance - General Insurance - Auto Building Maintenace & Repairs Fleet Maintenance and Parts Fuel and Lubricants $ 916,000.00 $ 916,000.00 $ 916,000.00 $ - 495,900.00 396,720.00 404,693.88 $ 7,973.88 - - $ - $ (25,000.00) - - $ - 2,500.00 625.00 2,048.61 $ 1,423.61 1,389,400.00 1,313,345.00 1,322,742.49 9,397.49 $ 74,600.00 $ 14,000.00 $ 7,136.14 $ 6,863.86 3,800.00 $ - - $ - 31,200.00 $ 7,800.00 9,526.50 $ (1,726.50) 5,200.00 $ 1,300.00 497.15 $ 802.85 1,500.00 $ - - $ - 14,300.00 $ 4,800.00 4,749.14 $ 50.86 400.00 $ - - $ - 800.00 $ 200.00 115.19 $ 84.81 1,000.00 $ 300.00 - $ 300.00 132,800.00 28,400.00 22,024.12 6,375.88 67,200.00 12,900.00 8,926.22 3,973.78 25,000.00 2,100.00 - 2,100.00 9,600.00 - - - 800.00 200.00 140.92 59.08 37,400.00 9,400.00 8,703.38 696.62 1,000.00 300.00 318.00 (18.00) 35,000.00 8,800.00 7,447.61 1,352.39 800.00 - - - 1,000.00 - - - 500.00 - - - 1,800.00 300.00 83.34 216.66 800.00 200.00 92.24 107.76 Page 1 of 2 Other Equipment Repairs /Supplies Personal Safety Equipment 800.00 200.00 163.80 36.20 Electrical Contractors 16,400.00 - - - Light Bulb Ballast 16,800.00 4,800.00 5,662.75 (862.75) Total Street Lighting Field Operating 214,900.00 39,200.00 31,538.26 7,661.74 Total Street Lighting Expenditures 347,700.00 67,600.00 53,562.38 14,037.62 Capital Expenditures: 1,041,700.00 9,800.00 8,136.73 1,663.27 Street Lighting Field Operations 1,389,400.00 77,400.00 61,699.11 15,700.89 Other Machinery /Equipment - - - - General Improvements - - - - Total Capital Expenditures - - - - Total Operating Expenditures 347,700.00 67,600.00 53,562.38 14,037.62 Non- Operating Expenditures: Tax Collector Fees 14,000.00 9,800.00 8,136.73 1,663.27 Property Appraiser Fees 8,900.00 - - - Reserve for Future Construction 712,900.00 - - - Reserves (2 1/2 mos. for Contingencies) 100,000.00 - - - Reserves for Capital 205,900.00 - - - Total Non- Operating Expenditures 1,041,700.00 9,800.00 8,136.73 1,663.27 Total Expenditures 1,389,400.00 77,400.00 61,699.11 15,700.89 Net Profit /(Loss) - 1,235,945.00 1,261,043.38 25,098.38 Page 2 of 2