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Agenda 03/31/2016PELICAN BAY SERVICES DIVISION Municipal Services Taxing and Benefit Unit NOTICE OF PUBLIC MEETING THURSDAY, MARCH 31, 2016 THE BUDGET COMMITTEE OF THE PELICAN BAY SERVICES DIVISION WILL MEET ON THURSDAY, MARCH 31 AT 9:00 AM 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 01/25/2016 minutes 5. Audience comments 6. Preliminary Review of FY 2017 Budget Increases: a. Administration i. Water Management ii. Community Beautification b. Field i. Water Management ii. Community Beautification iii. Street Lighting c. County i. Personnel ii. IT Charges 7. FY 2017 Capital a. Maintenance Shop Improvements b. New Vehicle c. Street Lighting 8. County Request for Clam Bay Funding (195) 9. 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 PELICAN BAYSERVICESDIVISION.NET. BUDGET COMMITTEE PELICAN BAY SERVICES DIVISION JANUARY 25, 2016 The Budget Committee of the Pelican Bay Services Division met on Monday, January 25, at 1:30 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 Gary Ventress, PBSD Board Member Susan O'Brien Mike Shepherd Dave Trecker Mary McCaughtry, Operations Analyst Lisa Jacob, Associate Project Manager Barbara Shea, Recording Secretary APPROVED AGENDA (AS PRESENTED) 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. Adj ourn ROLL CALL All members were present and a quorum was established 1 Budget Committee of the Pelican Bay Services Division January 25, 2016 Minutes AGENDA APPROVAL Dr. Trecker motioned, Dr. Chicurel seconded to approve the agenda as presented. The motion carried unanimously. APPROVAL OF 11/16/15 MEETING MINUTES Ms. O'Brien motioned, Dr. Trecker seconded to approve the 11/16/15 minutes as presented. The motion carried unanimously. AUDIENCE COMMENTS None FY 2016 BUDGET OF OPERATIONS/MAINTENANCE Ms. McCaughtry provided a 12/31/15 YTD status of the PBSD FY16 budget and stated that there are no current red flags to report. Ms. O'Brien noted that field personnel salaries, entrance sign repainting, and irrigation water show higher than budgeted expenses during the first quarter. Ms. McCaughtry responded that these expenses may be absorbed by other line items that may be under budget for the year. Mr. Bolick provided a quote of $32,572.75 for replacement plants which may result in a future deficiency in the budgeted line item for landscape materials. This document was added to the record. A majority of these plants will be purchased to solve line of sight issues. Ms. O'Brien suggested that Mr. Bolick provide a projection of funds needed for plants and sod for the remainder of FY16. Mr. Bolick provided a list of electrical deficiencies prepared by his staff electrician and priced out by the County contractor Simmonds Electrical of Naples for a total of $76,000. This document was added to the record. These items are all safety issues. By consensus, the committee requested staff to obtain a set of quotes from another contractor to correct all of these issues. FY 2016 BUDGET OF CAPITAL AND CLAM BAY Ms. McCaughtry reported that the PBSD has received $150,000 from Collier County for its Clam Bay contribution. Ms. O'Brien questioned the FY16 budgeted $91,000 for landscape materials; she recalled an amount requested for $175,000 during spring 2015 budget discussions. Ms. McCaughtry stated that additional funds for landscape materials are available in "CIP hardscape funds." FY 2016 BUDGET EQUIPMENT UPDATE Mr. Bolick provided a schedule of all FY16 budgeted equipment. All equipment has either been received or is in process (ordered and waiting on delivery). 2 Budget Committee of the Pelican Bay Services Division January 25, 2016 Minutes FY 2017 OVERALL BUDGET GOALS Mr. Streckenbein suggested that goals for the FYI budget should include (1) meeting the residents' expectations of a high level of landscape beauty, and (2) meeting all of the safety needs of the community. Dr. Trecker agreed with Mr. Streckenbein and suggested that the Pelican Bay community expects a high level of quality and safety. He requested that staff provide an estimate of the percentage of the PBSD budget which is for the benefit of the Foundation. Mr. Dorrill will target sometime in March to provide this estimate. Ms. O'Brien suggested staff compile a list of detailed needs for the FYI budget. FY 2017 CAPITAL PLANNING Ms. McCaughtry provided a "capital projects planning" document. Dr. Trecker suggested that cost of littoral plant costs should decline and that the cost of aeration should be approximately $100,000 in FYI 7. Ms. O'Brien questioned a budget amount for traffic signs of zero; Mr. Bolick replied that there will be traffic sign maintenance costs which have not been projected yet for FYI 7. FY 2017 BUDGET EQUIPMENT REQUESTS Ms. McCaughtry provided a FYI vehicle replacement list. Mr. Dorrill reported that staff is looking into purchasing an on -site fuel storage tank with an estimated cost of $40,000- 50,000 in FYI 7. Ms. O'Brien reiterated the need to determine whether the PBSD will continue landscaping Foundation property in FYI in order to be able to begin the budget process for FYI and determine both operational expenses and capital needs. FY 2017 BUDGET COMMITTEE REQUESTS Dr. Trecker provided a document entitled, "Estimated added costs for maintaining 23 private lakes," prepared by staff and added to the record. It is estimated that if the PBSD would take over the maintenance of the 23 Pelican Bay private lakes (or 33% of the total Pelican Bay lakes), the additional costs would be $178,000 for aerators and plantings; $14,000- 35,000 for engineering, permit modifications and legal costs; and $212,000 for recurring lake maintenance costs. Dr. Trecker suggested that the actual incremental costs for these 23 lakes may be lower than this estimate since these lakes represent only 16% of the total water area of all the Pelican Bay lakes. FY 2017 BUDGET STREET LIGHTING Mr. Dorrill reported that our engineer is working on the Pelican Bay street lighting study and related report. Ms. Jacob reported learning that the concrete poles are less than 15 years old and have an estimated remaining life of 15 years. ADJOURNMENT Budget Committee of the Pelican Bay Services Division January 25, 2016 Minutes The meeting was adjourned at 3:15 p.m. Scott Streckenbein, Chairman Minutes approved [ ] as presented OR " as amended ON [ ] date Revenue Carry finrvard Interest Income Plan Review Fec Income Itterfi nd Ttmnfers Revenue Reserve Assessment or Advalorem Tax Levy Total Revenue Appropriations Projections Personnel Services Administration: Indirect Cost Reimbursements Other Contractual Services Storage Contractor Telephone - Service Contracts Telephone - Direct Line Postage, Freight & Ups Rent - Buildings Rent - Equipment Insurance - General Mine. Site Ins. & Assessment Fees Information Tech Automation Allocation Printing or Binding - Outside Vendors Legal Advertising Clerks Recording Fees, Etc. Office Supplies - General Other Training & Educational Fxp. Oder Operating Supplies Emergency Maintenance & Repairs FIeld Services: Engineering Plan Review Fees Electrical Contractors Other Contractual Services Landscape Incidentals Pest Control Tree Trinuning Temporary Labor Benin & Swale Maintenance Water Use Charges Landscape ,Materials Celluar TeleplaolesjBadios Trash & Dumpster Fees Water Quality Testing Insurance - Vehicles Insurance - General Bldg. RepairsfMnlc, TV Cable /Internet Electricity Fertilizers, Herbicides, Chem Sprinkler System Maint Mulch Equipment Rental Licenses and Pennils Meet Repairs, Maintenance & Fuel Road and Bike Path Repairs Photo Processing (Aerial) Minor Operating Supplies Employee Unifanns Other Operating Supplies Light, Bulb and Ballast Personal Safety Equipment Paint supplies Traffic Signs Emergency Maintenni ce & Repairs Beach Renourishr ent Capital Outlay Rolled Capital Projects/Programs, & Reserves Clam Bay Projects Fund 320 Capital Projects Fund 322 Reserves for Operation Reserve for Operating Fund Capital Imp. Equipment Reserve Outer Charges, Fees & Transfers Tax Colleclor Progeny Appraiser Total Appropriations F.quis:alemt Residential Unit's: Projected Rate: FRU or Mill age Projected Total Rate: ERU or Mtliage Actual Rate (FY 2016) Actual Doliar/1lillage Change 1 Collier County Pelienn Bay Services Division Agenda Item #6 Page 1 of 2 Fiscal Year 2017 Operating Budget General Funds C'npilal 1'ro�ecls Fonds Water Community Street Clam Bay Capital Total anagement Beautification Lights System Projects All Funds $235,21S S603,939 5890,803 $10,441 $1,715,159 $3.455,560 slsoo s4,500 $2,400 ? '' 5500 55,000 S14a00 $1,500 $0 so SO $0 51,500 so S0 $0 so s0 So ($43,400) (5149,000) (S18.200) (S6A00) (526,600) ($248,600) $967,302 52,975,373 $360,421 ' S126,900 S526,300 $4,956,496 $1,157,420 53,434,812 $1,23SA24 S131,441 52,2200597:::S:8, 179,156 5222,071 51,107,773 5145,721 $1,475,565 566,500 $o 53,200 E ' S69,700 $51,500 552,400 $33,700 j 5137,600 so Mo $800 51,600 $2,200 $2,200 52,200 $6,600 53,000 53,000 53,000 r, 59,0 00 SI,200 $2,000 51,500 54,700 S ,t00 S11,500 511,100 ;' $33,700 $2,600 $2,700 52,600 f;'; 57,900 $1,200 5500 5400 %: 52,100 $14;200 so $0 514,200 S6,800 515,100 5700 =, $22,600 Si,soo 52,300 so $4.100 51,000 51,200 $0 52,201 S1,000 $1,200 SO_!= 52,200 51,500 52,000 SSW S4,300 S1,500 S8,500 50 $10,000 so so $1,000 i, ,!. 51,000 $3,500 $5,500 so (' 59,000 560,000 so $25,000 i 1 $55,000 so 5140,000 SI,500 so so i'. 51.500 $o s0 516,400 '' $16,400 SS,300 53 Low SS00 i 513,000 5116,000 $169,100 so $2,500 so $2,500 so $1,000 so $1,000 5169,800 S181,00o 50 I> S38,000 5388,800 577,800 S562,300 $42,400 5682,500 SIS,000 so so ;! ' $135,000 S153,000 S0 S93,000 so { 593,000 $8,500 573,200 50 " so $81,700 51,300 55,800 51,000 58,100 $5,900 517,700 so $23,600 519,200 50 $0 i $19,200 $1,000 510,100 51,000 $12,100 52,500 SS,800 51,000 $12,300 5500 5500 5500 $170,000 $171,500 S0 S1,200 3'! so S4,500 535,000 ! S39,500 $100,500 $80,000 so $180,500 so 530,000 so 830,000 so 575,000 so j` $75,000 so 55,000 so $5,000 so 51,700 $0 j' $1,700 514,200 575,900 56,600 i 5500 $97,200 so 52,000 so S35,500 537,500 SO $0 SO 57,500 57,500 SO 512,000 SO 5500 $12,500 $1,630 512,000 so 513,630 $2,500 $11,000 SO so 513,500 so so $16,800 $16,800 SSaO 55.000 $800 i 56,600 s0 S500 So 5500 so 510,000 so $50,000 560,000 $0 53,300 $10,000 S13,300 $200,000 $17,700 $124,700 S700 so 5100,000 $243,100 520,422 520,422 $775,404 5775,404 5171,018 5483,539 595,403 ($9,981) 5614,355 $1,354,634 SO 5712,900 $712,900 S35,500 $164,000 542,300 $241,800 S29,000 SS9,300 510,800 S3,S00 515,800 S14S,700 51700 538300 S9,300 52,700 SS,000 575,900 $1157420 $3434812 Si 235424 { ; 5131,441 52,220,059 SS,179,156 7615.29 7615.29 7615.29 7615.29 7615.29 5127,021 5390.710 0.0857 516.664 S69.137 5517.731 0.0857 85.801 5603.53 S438.70 0.0857 570,16 5508,86 579.03 0,0000 S15.64 $94.67 18.01% 100.00% 22.29% 18.60% 1 V) LLI 0 z Q Z V O N L. 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U a U- H COST OF COUNTY EMPLOYEE VERSUS TEMP LABOR TEMPORARY WORKERS HOURS RATE TOTAL 40 $13.60 544.00 8 $20.40 163.20 707.20 52 WEEKS $36,774.40 COUNTY MAINTENANCE WORKER Base pay $11.87 to $15.58/hr. 40 12.25 490.00 8 18.38 147.00 637.00 52 WEEKS 33124.00 18800.00 $51,924.00 Agenda Item #6ci Page 1 of 3 HOURS RATE TOTAL 40 $16.32 652.80 8 $24.48 195.84 848.64 52 WEEKS $44,129.28 MAINTENANCE SPECIALIST Base pay $16.06 to $21.09 40.00 16.06 642.40 8.00 24.09 192,72 835.12 52 WEEKS 43426.24 BENEFITS (Ins., Pension, S5) 20400.00 $63,826.24 •. •A J i �►i i Ln O S V) S w J Q W w :) P F tz ° ° .-i o O o O O d w Y cr- O U LO 0. W O u_ } Q Q J Q F- O F- O M Ln M } a a c� U w J a O F- O c-I co F- N J Q U w N 0. 2 W K O V_ } Q CL J Q f— O N M C} N d' a V g a S °C O Q :L a Of J J a V F F- F O c Q O � O W w V S � C4 0.. 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O rl Ln lD Lfl 0 r1 Vj- w It N Ili d' iR n CD 00 O M eel 44 w O O Q1 M e-i LD N w N T4 ih O O O O O O Ln M M M M tD LA O J 0 m in M LU I CL U �t Ru L1. > O 0 -0 1t 0 LA r-{ LL TS 0 LL Lit ..d U M Lu 3 2 Agenda Item #7 Page 1 of 3 W LLI s V F- LL: W U w f" 2 LU d 5 `V Agenda Item #7 Page 2 of 3 O o O cn O M O M %-A NO t- r-i 00 Ln t/} i/} tR 9t N � L}L 00 O O O O) O N N N `- O N O' N r-1 T-1 to tL ilk O O O O O 000 O 00 00 00 N N O O N `� O N N Ol 01 Ln a Ell to tn• tn• tn. N N t�O t00 } VF EL 00 0 0 0 O O O O 0 r 0 O O Ll) En 0 0 0 O H O r-f M c^ -I icen t/} iA OO') M N to t/} 44- ih � LL O O O O O O O O Ln 0 O O O M F, N f\ O) Ell cI O rr-I c�1 H i/} t/} t/} INQ lD LL u. H � O Cl) ) U � U U > > L H cr �0 `J w w N 2 L O O �: Z W 06 > O m -- = rl U U C v iL.. Q O m Vf c� D L L L L 0 0 c o."'.r +, > Q L a1 a� a1 ro io N t�O 4- f2. j L L L o o a an to M a. - cr w Y N _ 'C O CC Q) N Q) — ++ O O 0 O O r-I N V w L M LU > W N I" I L L L~ O J �C C j N N N N Lll Ln I� M N a) 0) O }. 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Q L E 1� L Gi f6 m L o V3 3 m O N O Z D U. 0 0 0 0 0 0 0 cn Ln O ri d^ o in rt ri if} `O U.D O a� 41 bA L °' o o .D CL c C o o o Cr o L ++ U 4V m L i v A o O d Q CG p 0 bA Q c N o N i N ice+ • U L (0 '}a VI f0 o Q Y N CL bA CL il} u w E ro c a & E ° a U f+ � E 4� E c c L- `m `c a' U U U H Q w Z `' Li O O O O O O 0 O 0 0 cn 0 0 0 0 0 00 0° 00 m 00, m L0n r V� V� 0 0 0 0 0 0 0 cn Ln O ri d^ o in rt ri if} Agenda Item #7 Page 3 of 3 Q Q Q 0 0 O Q in csa n 0 try Q 0 0 0 N 1 Fa- O I- U.D 41 L °' o o CL c C o o o Cr o L ++ U 4V m L N O d Q CG u s bA Q bA O N N i N ice+ • U L (0 '}a VI f0 C L O Q Y N CL bA CL u w E ro c a & E ° a O f+ � E 4� E c c L- `m `c a' U U U H w Z `' Li ill Agenda Item #7 Page 3 of 3 Q Q Q 0 0 O Q in csa n 0 try Q 0 0 0 N 1 Fa- O I- Clam Bay FY 2017 Budget Request EXPENSES Pelican Bay Services Division funds: Contract labor offset for water quality sampling $13,000 Interior channel maintenance $32,500 Photo processing $7,500 Tree trimming $38,000 Minor operating equipment $500 Repairs & Maintenance $500 Monitor mangroves $8,000 Monitor seagrass $4,000 Additional Consulting Services (T &M $35K) $10,500 Tax Collector & PA Income: PBSD Assessment Interest Revenue Reserve Subtotal $114,500 $6.500 TOTALS $121,000 Requested County funds: Annual bathymetric survey and report Annual tidal data analysis Periodic bathymetric survey /report of interconn. waterways Water quality data analysis Water level data collection Annual Report, presentation & submittal Hand dug channel inspection & maintenance Additional consulting service, meeting attendance, etc. Inspect canoe trail, Clam Bay signage; Monitor Scrub and hammock habitats and Archaelogical sites Monitor gopher tortoises and birds or fishes Monitor upland activities that affect flow Coordinate with County & Naples Grande re: Vegetation and litter control TOTALS Agenda Item #8 Page 1 of 1 INCOME Assessment $126,900 Interest $500 Rev. Reserve - $6,400 Fund 111 $23,300 $28,800 $17,000 $29,400 $3,500 $8,000 $7,000 $20,700 $11,250 $8,750 $600 $500 $158,800 $121,000 Coun Pelican Bay Collier Servic ion Fiscal Yea Operating General Funds Capital Projects Funds Water Conununity Street i 1 i Clam Bay Capital Total Revenue Management Beautification Lights . System Projects All Funds Carryforward $157,600 $367,700 $916,000 ii: $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) ($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'I Total Revenue II $997,400 $2,706,900 $1,389,400 N $143,622 $1,909,103 $7,146,425 Appropriations Projections iiii Personnel Services $217,200 $1,063,100 $141,800 $1,422,100 Administration: Indirect Cost Reimbursements $66,500 $0 $3,200 $69,700 Other Contractual Services $49,000 $49,900 $31,200 $130,100 Storage Contractor $0 $800 $800 EEEE $1,600 Telephone-Service Contracts $2,200 $2,200 $2,200 $6,600 Telephone-Direct Line $3,000 $3,000 $3,000 $9,000 Postage,Freight&Ups $1,200 $2,000 $1,500 $4,700 Rent-Buildings $11,000 $11,300 $11,000 $33,300 Rent-Equipment $2,500 $2,600 $2,500 $7,600 Insurance-General $900 $500 $400 $1,800 Mntc.Site Ins.&Assessment Fees $14,200 $0 $0 1111 $14,200 Information Tech Automation Allocation $4,800 $8,400 $600 Eili $13,800 Printing or Binding-Outside Vendors $1,800 $2,300 $0 $4,100 Legal Advertising $1,000 $1,200 $0 Eill $2,200 Clerks Recording Fees,Etc. $1,000 $1,200 $0 $2,200 Office Supplies-General $1,500 $2,000 $800 EE1E $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 $25,000 $27,000 $0 $112,000 Plan ReviewFees $1,500 $0 $0 $1,500 Electrical Contractors $0 $0 $16,400 $16,400 Other Contractual Services $1,000 $51,900 $800 iliE $45,500 $116,000 $215,200 Landscape Incidentals $0 $2,500 $0 $2,500 Pest Control $0 $1,000 $0 iiii $1,000 Tree Trimming $100,000 $102,700 $0 $38,000 $240,700 Temporary Labor $70,000 $367,000 $37,400 $474,400 Berm&Swale Maintenance $18,000 $0 $0 $110,000 $128,000 Water Use Charges $0 $89,900 $0 $89,900 Landscape Materials $8,500 $52,000 $0 $90,900 $151,400 CelluarTelephones/Radios $500 $3,800 $1,000 E111 $5,300 Trash&Dumpster Fees $5,300 $15,900 $0 iiii $21,200 Water Quality Testing $20,200 $0 $0 $20,200 Insurance-Vehicles $1,000 $10,200 $1,000 $12,200 Insurance-General $2,500 $8,600 $800 $11,900 Bldg.Repairs/Mntc. $500 $500 $500 $1,500 Electricity $0 $3,000 $35,000 $38,000 Fertilizers,Herbicides,Chem $100,600 $62,000 $0 1E1E $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 11 $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 $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 Renourshment $200,000 Capital Outlay $54,000 $174,400 $0 iiii $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 iiii $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 $3,600 $8,000 $111,700 Property Appraiser $16100 $38,900 $8,900 iiii $2,700 $4,000 $70,600 Total Appropriations $997,400 $2,706,900 51,389,400 i $143,622 $1,909,103 $7,146,425 II 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 Mi0age $438.683 0.0857 70.148 $508.83 Actual Rate(FY 2015) $367.00 0.0857 $59.76 $426.76 Actual Dollar/Mi0age Change $71.68 0.0000 $10.39 $82.08 19.53% 100.00% 1739% 19.23% V) U) U) -0 0 0 N 0 N M a) N N N 0 a) N +, a) a) 0 0) C.) 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" N a) N N, N N N N LLI C r-I U G 0 a) a) V9 N 'n v) a) 1p W U u a) O N _c Ni Cr O N +- _c J 4-- I1A O Cr o 0 0 Z 4- 0� 0 0 _ v C O s_ -0 M Ni Q 2 LD l.0 m N m U en d- LD 0 00 00 0 O en 00 en d- Ln m L CO reL u 00 r-1 r-I ri o LO LD d" m Ol O d' S d" N ri Ln ri NJ co CC 00 lO o0 00 od O O O N (Ni O c--I N Ln Ln m m d' O a) Z Z 0 O N al 01 Ol ._ N N N 00 N N Ln D N N Ol al 00 00 >` < O -(11-m t en en en m d- -0 ri -0 d- en N N N N O JZ i!)- L i/} i!} -Ln- CO i./} u i- iJ} -Ln- t/} t )- i/} LJJ O h — cc C .0 = N - CU N E '- N O a)+, (f) W S- N N lD in d' en N c-1 0 Ol CO N� }' +- Ln d- en N r-I 0 -0 r-i e-1 ri r-1 --I N vi c-I r1 O O O (o 0 0 0 0 0 0 0 -3 W 0 0 0 0 0 co 00000 1 a) 0 0 0 0 0 0 u < N N N N N 0 C N N N N N a)ll!) * E N N N N N N C a) O N a)-+ Li) NJ N co O 2 N pC a) C o LCD 0.0 U O to * NJ 0 = * N * * * 6.53%PBF with no property interest Equipment maintenance and fuel usage cost estimate $ 6,112.08 county labor hours $ 25,110.72 6 Lf 7 temp labor hours $ 23,161.02 2 3�ciL total labor hours $ 48,271.74 Materials $ 21,079.36 $ 75,463.18 it.5/-Ci r..t - S 24.43%PBF within drainage easements Equipment maintenance and fuel usage cost estimate $ 22,866.48 county labor hours $ 93,823.23 2.`021 .j b temp labor hours $ 86,426.22 ", 42s-8 total labor hours $ 180,249.45 Materials $ 45,853.83 $ 248,969.76 ivvl c -7 Si- 21.40%PBF within ordinance Equipment maintenance and fuel usage cost estimate $ 20,030.40 county labor hours $ 91,389.13 9---f 2_ L-1 `1 temp labor hours $ 82,108.32 1 �S.3 a 3 v total labor hours $ 173,497.45 Materials $ 40,166.68 $ 233,694.53 . 3 _13 , 2( s) F 6 S0, l' g -1 t- 1�7� o O ca �� IL l'i�� _ _C?j (O`12 C4,-w1' D-U2 la . ,,t71, /J Pelican Bay Services Municipal Services Taxing Unit Balance Sheet-February 29,2016 Operating Fund 109-FY 2016 (Unaudited) Assets Current Assets Cash and Investments 2,491,500.48 Interest Receivable - Improvements,Vehicles & Equipment 811,315.70 Due from Property Appraiser - Due from Tax Collector - Total Current Assets $ 3,302,816.18 Total Assets $ 3,302,816.18 Liabilities and Fund Balance Current Liabilities Accounts/Trade Payable $ 37,361.30 Accrued Wages Payable - Goods Received/Inventory Recv'd 50,346.55 Total Liabilities $ 87,707.85 Fund Balance Fund Balance-unreserved 598,143.64 Excess Revenues (Expenditures) 2,616,964.69 Total Fund Balance 3,215,108.33 Total Liabilities and Fund Balance $ 3,302,816.18 • Pelican Bay Services Municipal Services Taxing Unit Income Statement w/Budget-February 29,2016 Operating Fund 109-FY 2016 (Unaudited) Annual YTD YTD Budget Budget Actual Variance Operating Revenues: Carryforward $ 525,300.00 $ 525,300.00 $ 525,300.00 $ - Special Assessment-Water Management Admin 881,000.00 784,090.00 790,898.00 6,808.00 Special Assessment-Right of Way Beautification 2,459,700.00 2,189,133.00 2,208,182.86 19,049.86 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 1,666.67 2,998.31 1,331.64 Total Operating Revenues $ 3,702,800.00 $ 3,500,189.67 $ 3,529,879.17 $ 29,689.50 Operating Expenditures: Water Management Administration Payroll Expense $ 75,100.00 $ 32,100.00 $ 34,897.69 $ (2,797.69) Emergency Maintenace and Repairs 8,800.00 - - - IT Direct Capital 700.00 175.00 175.00 - IT Office Automation/Billing Hr. 4,100.00 1,025.00 975.00 50.00 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 20,400.00 20,429.85 (29.85) Telephone 5,200.00 2,200.00 1,150.47 1,049.53 Postage and Freight 1,200.00 200.00 165.00 35.00 Rent Buildings and Equipment 13,500.00 6,800.00 7,558.90 (758.90) Insurance-General 900.00 300.00 225.00 75.00 Printing,Binding and Copying 1,800.00 200.00 75.00 125.00 Clerk's Recording Fees 1,000.00 500.00 455.00 45.00 Legal Advertising 1,000.00 - - - Other Office and Operating Supplies 1,500.00 800.00 905.79 (105.79) Training and Education(Tuition Reimb.) 2,000.00 500.00 302.67 197.33 Total Water Management Admin Operating $ 246,500.00 $ 68,800.00 $ 70,865.37 $ (2,065.37) Water Management Field Operations Payroll Expense $ 142,100.00 $ 47,400.00 $ 44,634.35 $ 2,765.65 Engineering Fees 60,000.00 15,000.00 11,996.00 3,004.00 Flood Control Berm and Swale Mntc. 18,000.00 1,500.00 1,350.00 150.00 Landscape Materials/Replanting Program 8,500.00 1,400.00 750.00 650.00 Flood Control Water Quality Testing Supplies 1,500.00 - 8.43 (8.43) Interdepartmental Payment(Water Quality Lab) 18,700.00 7,800.00 9,151.01 (1,351.01) Plan Review Charges 1,500.00 - - - Other Contractural Services 1,000.00 300.00 251.55 48.45 Temporary Labor 70,000.00 30,100.00 30,715.88 (615.88) Cell Phones 500.00 200.00 637.25 (437.25) Trash and Garbage 5,300.00 1,400.00 1,717.88 (317.88) Motor Pool Rental Charge 200.00 - - - Insurance-General 2,500.00 625.00 625.00 - Insurance-Auto 1,000.00 250.00 250.00 - Building Repairs&Mntc. 500.00 150.00 122.17 27.83 Fleet Maintenance and Parts 18,000.00 6,000.00 4,659.14 1,340.86 Fuel and Lubricants 2,400.00 800.00 561.68 238.32 Tree Triming 100,000.00 37,500.00 35,184.00 2,316.00 Clothing and Uniforms 1,100.00 750.00 784.87 (34.87) Page 1 of 3 Personal Safety Equipment 800.00 200.00 63.77 136.23 Fertilizer and Herbicides 100,600.00 38,600.00 29,779.81 8,820.19 Other Repairs and Maintenance 1,500.00 100.00 12.50 87.50 Other Operating Supplies and Equipment 2,500.00 1,000.00 1,150.90 (150.90) Total Water Management Field Operating $ 558,200.00 $ 191,075.00 $ 174,406.19 $ 16,668.81 Right of Way Beautification-Administration Payroll Expense $ 77,100.00 $ 25,600.00 $ 19,674.99 $ 5,925.01 Emergency Repairs and Maintenance 7,400.00 - - - IT Capital 300.00 100.00 75.00 25.00 Office Automation 8,100.00 2,025.00 2,025.00 - Other Contractural Services 49,900.00 20,800.00 20,360.85 439.15 Telephone 5,200.00 2,200.00 1,155.48 1,044.52 Postage 2,000.00 300.00 170.00 130.00 Rent Buildings/Equipment/Storage 14,700.00 7,400.00 7,978.79 (578.79) Insurance-General 500.00 125.00 125.00 - Printing,Binding and Copying 2,300.00 200.00 100.00 100.00 Clerk's Recording 1,200.00 500.00 456.00 44.00 Legal Advertising 1,200.00 - - - Office Supplies General 2,000.00 800.00 633.52 166.48 Training and Education(Tuition Reimb.) 2,200.00 900.00 796.00 104.00 Total Right of Way Beautification Admin Operating $ 174,100.00 $ 60,950.00 $ 53,550.63 $ 7,399.37 Right of Way Beautification-Field Operations Payroll Expense $ 1,005,800.00 $ 355,100.00 $ 346,144.68 $ 8,955.32 Emergency Maintenance and Repairs 3,300.00 - - - Recycled Water Use 89,900.00 40,100.00 48,654.08 (8,554.08) Pest Control 1,000.00 - - - Landscape Incidentals 2,500.00 1,000.00 515.71 484.29 Other Contractural Services 51,900.00 18,300.00 15,807.60 2,492.40 Temporary Labor 367,000.00 143,100.00 138,230.74 4,869.26 Cellular Telephone 3,800.00 1,300.00 726.79 573.21 Electricity 3,000.00 1,300.00 1,006.40 293.60 Trash and Garbage 15,900.00 6,400.00 7,310.44 (910.44) Rent Equipment 5,000.00 800.00 574.07 225.93 Motor Pool Rental Charge 100.00 - - - Insurance-General 8,600.00 2,200.00 2,150.00 50.00 Insurance-Auto 10,200.00 2,600.00 2,550.00 50.00 Building Repairs and Maintenance 500.00 100.00 52.68 47.32 Fleet Maintenance and Parts 45,300.00 15,100.00 14,023.08 1,076.92 Fuel and Lubricants 48,300.00 10,600.00 8,597.48 2,002.52 Licenses,Permits,Training 500.00 500.00 2,275.53 (1,775.53) Tree Triming 102,700.00 101,700.00 101,100.00 600.00 Clothing and Uniforms 9,500.00 3,400.00 2,985.02 414.98 Personal Safety Equipment 3,500.00 1,500.00 1,613.15 (113.15) Fertilizer and Herbicides 62,000.00 33,600.00 27,218.94 6,381.06 Landscape Maintenance/Mulch 51,500.00 25,800.00 23,827.15 1,972.85 Landscape Materials 52,000.00 17,500.00 17,536.55 (36.55) Road/Pathway Repairs(Sharrows) 2,000.00 2,000.00 5,354.20 (3,354.20) Sprinkler Maintenance 30,000.00 9,500.00 6,101.31 3,398.69 Painting Supplies 500.00 - - - Traffic Signs 3,000.00 500.00 325.00 175.00 Minor Operating Equipment 3,700.00 1,900.00 3,520.31 (1,620.31) Other Operating Supplies 9,000.00 4,500.00 6,236.03 (1,736.03) Total Right of Way Beautification-Field Operating $ 1,992,000.00 $ 800,400.00 $ 784,436.94 $ 15,963.06 Total Operating Expenditures $ 2,970,800.00 $ 1,121,225.00 $ 1,083,259.13 $ 37,965.87 Page 2 of 3 . Capital Expenditures: Water Management Field Operations Other Machinery and Equipment $ 54,000.00 $ 48,600.00 $ 47,524.41 $ 1,075.59 General - $ - - - Total Water Management Field Operations Capital $ 54,000.00 $ 48,600.00 $ 47,524.41 $ 1,075.59 Right of Way Beautification-Field Autos and Trucks $ 116,700.00 79,356.00 $ 76,236.83 $ 3,119.17 Other Machinery and Equipment 57,700.00 46,160.00 45,688.63 471.37 Total Right of Way Beautification-Field Capital $ 174,400.00 $ 125,516.00 $ 121,925.46 $ 3,590.54 Total Capital Expenditures $ 228,400.00 $ 174,116.00 $ 169,449.87 $ 4,666.13 Total Operating Expenditures $ 3,199,200.00 $ 1,295,341.00 $ 1,252,709.00 $ 42,632.00 Non-Operating Expenditures: Transfer to Fund 322 $ - $ - $ - $ - Tax Collector Fees 86,000.00 68,800.00 59,972.72 8,827.28 Property Appraiser Fees 55,000.00 46,750.00 44,069.72 2,680.28 Reserves(2 1/2 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 $ 115,550.00 $ 104,042.44 $ 11,507.56 Total Expenditures $ 3,702,800.00 $ 1,410,891.00 $ 1,356,751.44 $ 54,139.56 Net Profit/(Loss) $ - $ 2,089,298.67 $ 2,173,127.73 $ 83,829.06 Page 3 of 3 Pelican Bay Services Municipal Services Taxing Unit Balance Sheet-February 29,2016 Street Lighting Fund 778-FY 2016 (Unaudited) Assets Current Assets Cash and Investments $ 1,354,777.95 Interest Receivable - Improvements,Vehicles & Equipment 28,138.77 Due from Tax Collector 0.21 Total Current Assets $ 1,382,916.93 Total Assets $ 1,382,916.93 Liabilities and Fund Balance Current Liabilities Accounts/Trade Payable $ 2,828.80 Goods Received/Inventory Recv'd 12,665.83 Accrued Wages Payable - Total Liabilities $ 15,494.63 Fund Balance Fund Balance-unreserved 1,010,189.91 Excess Revenue(Expenditures) 357,232.39 Total Fund Balance 1,367,422.30 Total Liabilities and Fund Balance $ 1,382,916.93 Pelican Bay Services Municipal Services Taxing Unit Income Statement w/Budget-February 29,2016 Street Lighting Fund 778-FY 2016 (Unaudited) Annual YTD YTD Budget Budget Actual Variance Operating Revenues: Carryforward $ 916,000.00 $ 916,000.00 $ 916,000.00 $ - Curent Ad Valorem Tax 495,900.00 441,351.00 442,344.66 $ 993.66 Transfer from Tax Collector - - 14.44 $ 14.44 Miscellaneous (i.e. Ins. Refunds,surplus, eta - - 6,338.47 $ 6,338.47 Revenue Reserve (est. 5%) $ (25,000.00) - - $ - Interest 2,500.00 1,041.67 2,881.89 $ 1,840.22 Total Operating Revenues 1,389,400.00 1,358,392.67 1,367,579.46 9,186.79 Operating Expenditures: Street Lighting Administration Payroll Expense $ 74,600.00 $ 24,600.00 $ 16,158.27 $ 8,441.73 Indirect Cost& IT Automation 3,800.00 $ 190.00 150.00 $ 40.00 Other Contractural Services 31,200.00 $ 13,000.00 14,382.60 $ (1,382.60) Telephone 5,200.00 $ 2,200.00 842.62 $ 1,357.38 Postage and Freight 1,500.00 $ 400.00 265.00 $ 135.00 Rent Buildings/Equipment/Storage 14,300.00 $ 7,200.00 7,793.52 $ (593.52) Insurance-General 400.00 $ 100.00 100.00 $ - Printing, Binding and Copying - $ - - $ - Office Supplies General 800.00 $ 300.00 197.36 $ 102.64 Tuition Reimbursement - $ - - $ - Other Operating Supplies 1,000.00 $ 300.00 - $ 300.00 Total Street Lighting Admin Operating 132,800.00 48,290.00 39,889.37 8,400.63 Street Lighting Field Operations Payroll Expense 67,200.00 22,700.00 17,986.17 4,713.83 Enginnering Fees 25,000.00 10,400.00 9,797.50 602.50 Emergency Maintenance & Repairs 9,600.00 7,200.00 6,838.47 361.53 Other Contractual Services 800.00 300.00 251.55 48.45 Temporary Labor 37,400.00 15,600.00 14,415.38 1,184.62 Cellular Telephone 1,000.00 400.00 637.25 (237.25) Electricity 35,000.00 14,600.00 12,318.26 2,281.74 Insurance-General 800.00 200.00 200.00 - Insurance-Auto 1,000.00 250.00 250.00 - Building Maintenace & Repairs 500.00 100.00 30.74 69.26 Fleet Maintenance and Parts 1,800.00 500.00 166.68 333.32 Page 1 of 2 Fuel and Lubricants 800.00 200.00 227.25 (27.25) Other Equipment Repairs/Supplies - - - - Personal Safety Equipment 800.00 300.00 397.55 (97.55) Electrical Contractors 16,400.00 - - - Light Bulb Ballast 16,800.00 6,100.00 6,820.36 (720.36) Total Street Lighting Field Operating 214,900.00 78,850.00 70,337.16 8,512.84 Total Street Lighting Expenditures 347,700.00 127,140.00 110,226.53 16,913.47 Capital Expenditures: Street Lighting Field Operations Other Machinery/Equipment - - - General Improvements* - - 9,650.00 (9,650.00) Total Capital Expenditures - - 9,650.00 (9,650.00) Total Operating Expenditures 347,700.00 127,140.00 119,876.53 7,263.47 Non-Operating Expenditures: Tax Collector Fees 14,000.00 9,800.00 8,889.75 910.25 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 8,889.75 910.25 Total Expenditures 1,389,400.00 136,940.00 128,766.28 8,173.72 Net Profit/(Loss) - 1,221,452.67 1,238,813.18 17,360.51 *Bollards replaced on Ridgewood Page 2 of 2 Pelican Bay Services Municipal Services Taxing Unit Balance Sheet-February 29,2016 Clam Bay Fund 320-FY 2016 (Unaudited) Assets Current Assets Cash and Investments $ 169,945.25 Interest Receivable - Improvements,Vehicles & Equipment 247,870.29 Due from Tax Collector - Total Current Assets 417,815.54 Total Assets $ 417,815.54 Liabilities and Fund Balance Current Liabilities Accounts/Trade Payable $ 3,881.25 Goods Received/Inventory Recv'd 17,286.00 Accrued Wages Payable - Total Liabilities 21,167.25 Fund Balance Fund Balance-unreserved 79,864.28 Excess Revenues (Expenditures) 316,784.01 Total Fund Balance 396,648.29 Total Liabilities and Fund Balance $ 417,815.54 Pelican Bay Services Municipal Services Taxing Unit Income Statement w/Budget-February 29,2016 Clam Bay Fund 320-FY 2016 (Unaudited) Annual YTD YTD Budget Budget Actual Variance Operating Revenues: Carry Forward $ 80,003.75 $ 80,003.75 $ 80,003.75 $ - Special Assessment 133,500.00 118,815.00 119,991.09 1,176.09 Transfer from Tax Collector - - - - Fund 111 - - - - Revenue Reserve (est. 5%) (6,700.00) - - - Interest 500.00 200.00 341.23 141.23 Total Operating Revenues $ 207,303.75 $ 199,018.75 $ 200,336.07 $ 1,317.32 Operating Expenditures: Clam Bay Restoration Engineering Fees $ 56,091.10 $ 28,045.55 $ 23,891.92 $ 4,153.63 Other Contractural Services 18,934.27 $ 12,307.28 9,900.00 2,407.28 Tree Trimming 60,424.00 30,212.00 27,578.00 2,634.00 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 70,564.83 $ 61,369.92 $ 9,194.91 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 $ 70,564.83 $ 61,369.92 $ 9,194.91 Page 1 of 2 Non-Operating Expenditures: Fax Collector Fees $ 3,600.00 $ 2,880.00 $ 2,399.74 $ 480.26 Property Appraiser Fees 2,700.00 1,890.00 1,681.79 208.21 Reserves for Contingencies 17,500.00 - - - Total Non-Operating Expenditures $ 23,800.00 $ 4,770.00 $ 4,081.53 $ 688.47 Total Expenditures $ 207,303.75 $ 75,334.83 $ 65,451.45 $ 9,883.38 Net Profit/(Loss) $ - $ 123,683.92 $ 134,884.62 $ 11,200.70 Page 2 of 2 Pelican Bay Services Municipal Services Taxing Unit Balance Sheet- February 29,2016 Capital Projects Fund 322-FY 2016 (Unaudited) Assets Current Assets Cash and Investments $ 1,592,381.55 Interest Receivable - Improvements,Vehicles & Equipment 2,282,627.55 Due from Tax Collector - Total Current Assets 3,875,009.10 Total Assets $ 3,875,009.10 Liabilities and Fund Balance Current Liabilities Accounts/Trade Payable $ 3,399.20 Goods Received Inv. Received 2,544.00 Total Liabilities 5,943.20 Fund Balance Fund Balance -unreserved 1,145,309.57 Excess Revenues (Expenditures) 2,723,756.33 Total Fund Balance 3,869,065.90 Total Liabilities and Fund Balance $ 3,875,009.10 Pelican Bay Services Municipal Services Taxing Unit Income Statement w/Budget-February 29,2016 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 - - - - Special Assessment 400,700.00 356,623.00 359,277.65 2,654.65 Transfer from Tax Collector - - - - Revenue Reserve (est. 5%) (20,300.00) - - Interest 5,000.00 2,083.33 3,818.03 1,734.70 Total Operating Revenues $ 1,746,877.09 $ 1,720,183.42 $1,724,572.77 $ 4,389.35 Operating Expenditures: Irrigation & Landscaping Hardscape Project (50066) Engineering Fees $ 56,063.32 $ 5,606.33 $ 5,381.50 $ 224.83 Other Contractural Services 611,987.00 - - - Rent Equipment 635.50 - - - Sprinkler System Repairs 3,650.52 - - - Landscape Materials 88,206.75 - - - Permits - - - - Signs & Posts (Share the Road) - - - - Electrical - - - - Other Operating Supplies 3,489.25 - - - Traffic Sign Restoration Project(50103) Traffic Signs 68,834.00 - - - Lake Aeration (50108) Improvements 100,020.77 - - - North Berm Restoration (50107) Other Contractural Services 25,400.13 - - - Beach Renourishment(50126) Other Contractural Services 400,000.00 - - - Lake Bank Project(51026) Swale &Slope Maintenance 40,842.75 10,210.69 8,119.20 2,091.49 Engineering Fees 110,500.00 16,575.00 - 16,575.00 Landscape Materials 2,940.86 - - - Other Contractural Services 106,306.24 106,306.24 124,990.00 (18,683.76) Upgrade Irrigation System (51145) Page 1 of 2 Improvements 116,000.00 - - - Total Irrigation&Landscaping Expenditures $ 1,734,877.09 $ 138,698.26 $ 138,490.70 $ 207.56 Non-Operating Expenditures: Tax Collector Fees $ 8,000.00 $ 7,200.00 $ 7,185.32 $ 14.68 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 $ 11,200.00 $ 12,225.81 $ (1,025.81) Total Expenditures $ 1,746,877.09 $ 149,898.26 $ 150,716.51 $ (818.25) Net Profit/(Loss) $ - $ 1,570,285.16 $1,573,856.26 $ 3,571.10 Page 2 of 2 Pelican Bay Services Municipal Services Taxing Unit Income Statement w/Budget-February 29,2016 Clam Bay Ecosystem Fund 111-FY 2016 (Unaudited) Amended YTD YTD Budget Budget Actual Variance Operating Revenues: Fund 111 Distribution $ 150,000.00 $ 150,000.00 $ 150,000.00 $ - Total Operating Revenues $ 150,000.00 $ 150,000.00 $ 150,000.00 $ - Operating Expenditures: Clam Bay Dredging Engineering Fees $ - $ - $ - $ - Other Contractural Services 150,000.00 $ 15,000.00 11,630.08 3,369.92 Total Clam Bay Dreging $ 150,000.00 $ 15,000.00 $ 11,630.08 $ 3,369.92 Capital Expenditures: Clam Bay Restoration Improvements General $ - $ - $ - $ - Total Capital Expenditures $ - $ - $ - $ - Total Clam Bay Operating Expenditures $ 150,000.00 $ 15,000.00 $ 11,630.08 $ 3,369.92 Net Profit/(Loss) $ - $ 135,000.00 $ 138,369.92 $ 3,369.92