Agenda 09/09/2002 S COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
PELICAN BAY SERVICES DIVISION
BUDGET HEARING
TO BE HELD AT
THE FOUNDATION CENTER
8962 HAMMOCK OAK DRIVE
NAPLES, FLORIDA
AGENDA
Monday, September 9, 2002
6:00 p.m.
NOTICE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM MUST REGISTER
PRIOR TO SPEAKING. SPEAKERS MUST REGISTER WITH THE COUNTY MANAGER PRIOR
TO THE PRESENTATION OF THE AGENDA ITEM TO BE ADDRESSED.
COLLIER COUNTY ORDINANCE NO. 99-22 REQUIRES THAT ALL LOBBYISTS SHALL,
BEFORE ENGAGING IN ANY LOBBYING ACTIVITIES (INCLUDING, BUT NOT LIMITED TO,
ADDRESSING THE BOARD OF COUNTY COMMISSIONERS), REGISTER WITH THE CLERK TO
THE BOARD AT THE BOARD MINUTES AND RECORDS DEPARTMENT.
REQUESTS TO ADDRESS THE BOARD ON SUBJECTS WHICH ARE NOT ON THIS AGENDA
MUST BE SUBMITTED IN WRITING WITH EXPLANATION TO THE COUNTY MANAGER AT
LEAST 13 DAYS PRIOR TO THE DATE OF THE MEETING AND WILL BE HEARD UNDER
"PUBLIC PETITIONS".
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD WILL NEED A
RECORD OF THE PROCEEDINGS PERTAINING THERETO, AND THEREFORE MAY NEED TO
ENSURE THAT A VERBATIM RECORD OF THE PROCEEDINGS IS MADE, WHICH RECORD
INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
ALL REGISTERED PUBLIC SPEAKERS WILL BE LIMITED TO FIVE (5) MINUTES UNLESS
PERMISSION FOR ADDITIONAL TIME IS GRANTED BY THE CHAIRMAN.
1. PLEDGE OF ALLEGIANCE
2. ADVERTISED PUBLIC HEARING - BCC
A. PRESENTATION OF FISCAL YEAR 2003 PELICAN BAY SERVICES DIVISION BUDGET.
Bo
RESOLUTION CONFIRMING THE PRELIMINARY ASSESSMENT ROLL AS THE FINAL
ASSESSMENT ROLL AND ADOPTING SAME AS THE NON-AD VALOREM ASSESSMENT
ROLL FOR PURPOSES OF UTILIZING THE UNIFORM METHOD OF COLLECTION.
3. ADJOURN
1
September 9, 2002
Division Summary
Pelican Bay Services
Appropriation Unit
Capital Improvement Pro,am
FY 00,.01 FY 01,.'02 FY 01/02 FY 02/03 FY 02/03
Actual Adopted Forecast Current Expanded
Exp'Rev Budget Exp/Rev Sen'ice Service
1,132.886 1,250,000 1,399,200
502,700
FY 02/03
Total
Budget
502,700
%
Budget
Change
7.6%
Water Management
Commum .fy Beautification
Street Lighting
Securi~, Operations
Clam Bay Restoration
Total Operating Expenses
Transfers
Reset'es
Sub-Total
Total Appropriations
Revenues
Transfers (111)
Ad Valorem Taxes
Assessments
InteresrMisc.
Contributions
Carry Forward
Transfers TDC
Transfers (109)
Transfers (778)
Revenue Reserve
Total Revenues
Permanent Positions
466.160 574,600 518,400
1,096.358 1,397,200 1,282,500
411,091 207,800 195,300
358.810 363,000 402,500
334.056 650,500 579.300
3,799,361 4,443,100 4,377,200
685.675 1,048,400 1,048,400
0 1,729,100 0
574,100
1,459,400
193,800
468,400
743,200
3,941,600
689.600
1,944,900
685.675 2,777,500 1.048,400 2,634,500
4,485.036 7,220,600 5,425,600 6,576,100
201.800 113,800 113,800 436,200
526,750 617,000 583,600 647.700
2,101.201 2,280,600 2,150,500 2.275,900
368.645 150,100 280,600 148.000
118.112 41,600 41,600 0
4.395.700 3,106,800 3,866.500 2.685,500
46.150 169,100 169,100 0
300.000 450,000 450.000 125.000
293.300 455,400 455.400 414,500
0 (163,800) 0 (156,700)
0
0
0
0
0
574,100
1,459,400
193,800
468,400
743,200
8.351.658 7,220,600 8.111,100 6,576.100
20 22 20 20
0
3,941,600
689,600
1,944,900
2,634,500
6,576,100
0
0
0
0
0
0
0
0
0
0
436,200
647,700
2,275,900
148,000
0
2,685,500
0
125,000
414,500
(156,700)
0
0
6,576,100
2O
8.7%
22.2%
2.9%
7.1%
11.3%
59.9%
10.5%
29.696
40.1%
100.0%
6.6%
9.8%
34.6°,3
2.3%
0.0%
40.8%
0.0%
1.9%
6.3%
-2.4%
100.0%
100.096
Pelican Bay - Water Management
Pelican Bay Services (109)
Mission Statement:
To provide for the efficient and timely delivery of Water Management services to the Pelican Bay Community by
providing for the necessary maintenance for the community's storm water system to assure its efficient operation in
the transporting and treatment of the storm water. In addition, the Division tries to maintain the highest aesthetic
appearance while maintaining the delicate balance of the ecosystem.
Total Less:
Programs: Priority FYE's FY 03 Cost Revenues
Net Cos1
Water Management Program
1 2.0 $574,100
$0 $574,100
Includes the routine maintenance of the
Pelican Bay Water Management System of
approximately 3.5 miles of berm separating
the developed property from the Clam Pass
System. The system functions as a storm
water treatment facility by removing
nutrients and pollutants, thus improving the
quality of storm water before it is discharged
into Clam Bay.
Grand Total 2.0 $574,100 $0 $574,100
Performance Measures Actual FY 01 Forecast FY 02 Budget FY 03
Forty-three lakes maintained/treated - times per year 52 52 52
Aquatic plants planted 12,000 12,000 14,000
Water quality testing - number of parameters 2,256 2.256 2,256
Appropriation Unit
Personal Services
Operating Expenses
Capital Outlay
Total Appropriations
Permanent Positions
FY 00/01 FY 01/02 FY 01/02 FY02/03 FY02/03 FY02/03 %
Actual Adopted Forecast Cyrrent Expanded Total Budget
Exp/Rev Budget Exp/Rev Service Service Budget Change
111,055 170,100 122,800 174,500 0 174,500 2.60%
314,393 379,700 370,800 385,300 0 385,300 1.50%
40,712 24,800 24,800 14,300 0 14,300 -42.30%
466,160 574,600 518,400 574,100 0 574,100 -0.10%
2 2 2 2 0 2 0.00%
Forecast FY 01/02 - Personal Services decreased due to an employee out on Worker's Compensation.
Current FY 02/03 - Capital outlay includes one-third of the costs for the following items: office equipment ($4,000),
improvements to the maintenance garages and the stormwater drainage at the maintenance site ($6,600), and 100% of the cost ora
new boat and motor ($3,700).
Revenue FY 03 - The assessment rate for water management is $63.74 per equivalent residential unit (ERU). The
FY 02 assessment rate was $69.65. The decrease per ERU is $5.91 or 8.5%.
2
Pelican Bay - Community Beautification Department
Pelican Bay Services (109)
Mission Statement:
To provide for the high quality maintenance of the right-of-way, berms and parks within the Pelican Bay community to ensure
an efficient and consistent system in accordance with the standards set by the community.
Total Less:
Programs: Priority FTE's FY 03 Cost Revenues Net Cost
Beautification Prom'am
I 17.0 $1,459,400 $0 $1,459,400
Include the routine maintenance of 2,873,750 square
feet of fight-of-way and community, parks - including
pruning, cutting, pesticide and fertilizer programs.
Also annuals are changed twice per year and mulch is
applied to 661,750 square feet of plant beds three
times per year. The Beautification Department is also
responsible for street sweeping, street trash pick-up,
the beach cleaning pro,am and a sign maintenance
pro_m-am which includes traffic and entrance signs.
Grand Total
17.0 $1,459,400 $0 $1,459,400
Performance Measures Actual FY 01 Forecast FY 02 Budget FY 03
Irrigation systems checked - times per year 12 12 12
Chemical weed control - times per year 24 24 24
Fertilizer applied - times per year 3 3 3
Streets swept - times per year 12 12 12
Beach raked - times per year 41 52 52
Flower plantings - times per year 2 2 2
Mulch application - times per year 3 3 3
Pelican Bay - Community Beautification Department (Cont.)
Pelican Bay Services (109)
Appropriation Unit
FY 00/01 FY 01/02 FY 01/02 FY 02/03 FY 02/03 FY 02/03 %
Actual Adopted Forecast Current Expanded Total Budget
Exp/Rev Budget Exp/Rev Service Service Budget Change
Personal Services 562,757 818,100 637,500 730,200 0 730,200 -10.7%
Operating Expenses 460,086 478,800 544,700 681,600 0 681,600 42.4%
Capital Outlay 73,515 100,300 100,300 47,600 0 47,600 -52.5%
Total Appropriations 1,096,358 1,397,200 1,282,500 1,459,400 0 1,459,400 4.5%
Permanent Positions 18 17 17 17 0 17 0.0%
Forecast FY 01/02 - The Pelican Bay Services Division uses both temporary labor and permanent full-time
positions in the maintenance program. Forecast personal services reflect the use of temporary laborers paid in
operating expenses.
Current FY 02/03 - Workers Compensation charges decreased $78,400 based on the new methodology to
allocate charges on actual loss experience. Prin6ipal increases in operating expenses include effluent water use
charges - $59,500; contracted labor of $30,200; mulch - $9,000; and $62,100 in operating supplies used to
prevent the intrusion of roots under sidewalks.
Capital outlay includes one-third of the costs for the following items: office equipment ($4,100), improvements
to the maintenance garages and the stormwater drainage at the maintenance site ($6,800), and 100% of the cost
of new mowers and a new sprayer ($36,700).
Revenue FY 02/03 - The assessment rate for Right-of-Way Beautification is $194.28 per equivalent residential
unit. The FY 02 assessment rate was $177.46. The increase per ERU is $16.82 or 9.5%.
4
Pelican Bay - Pelican Bay Services
Summa~ (109)
Appropriation Unit
FY 00/01 FY 01/02 FY 01/02 FY 02/03 FY 02/03 FY 02/03 %
Actual Adopted Forecast Current Expanded Total Budget
ExpFRev Budget Exp/Rev Service Service Budget Change
Water Management 466,160 574,600 518,400 574,100 0 574,100 -0.1%
Community. Beautification 1,096,358 1,397,200 1,282,500 1,459,400 0 1,459,400 4.5%
Total Operating Expenses 1,562,518 1,971,800 1,800,900 2,033,500 0 2,033,500 3.1%
Transfers 56,148 94,500 94,500 102,900 0 102,900 8.9%
Transfer (322) 300,000 450,000 450,000 125,000 0 125,000 -72.2%
Reserve- Salary. Adjustment 0 0 0 0 0 0 N/A
Reserves 0 433,700 0 544,300 0 544,300 25.5%
Sub-Total 356,148 978,200 544,500 772,200 0 772,200 -21.1%
TotaIAppropriations 1,918,666 2,950,000 2,345,400 2,805,700 0 2,805,700 4.9%
Revenue:
Assessments 1,734,184 1,919,900 1,808,800 2,003,300 0 2,003,300 4.3%
Interest/Misc. 183,972 53,000 43,300 65,600 0 65,600 23.8%
Carry Forward 1,336,000 1,088,200 1,335,500 842,200 0 842,200 -22.6%
Reimbursements 0 0 0 0 0 0 N/A
Revenue Reserve 0 (111,100) 0 (105,400) 0 (105,400) -5.1%
Grants 0 0 0 0 0 0 N/A
Total Revenue 3,254,156 2,950,000 3,187,600 2,805,700 0 2,805,700 -4.9%
Permanent Positions 19 19 19 19 0 19 0.0%
Revenue FY 02/03 - The combined FY 03 assessment rate for water management and community beautification is
S258.02 per equivalent residential unit (ERU). The FY 02 combined assessment rate ~vas $247.11. The increase
per equivalent residential unit is S 10.91 or 4.4 %.
Pelican Bay - Security Operations
Pelican Bay Services (110)
Mission Statement:
To provide additional security to the Pelican Bay area.
Programs:
Security Proc, ram
Provides one full-time (24 hours per day; seven days
per week) Sheriff's DepuW for Pelican Bay through a
contractual arrangement with the Collier County
Sheriff's Office.
Total
Priority VrE's FY 03 Cost
1 0.0 $468,400
Less:
Revenues
Reserves 2 0.0 $23,900
Net Cost
$0 468,400
$0 $78,900
Grand Total 0.0 $492,300 $0 $492,300
FY 00/01 FY 01/02 FY 01/02 FY 02/03 FY 02/03 FY 02/03 %
Actual Adopted Forecast Current Expanded Total Budget
Appropriation Unit Exp/Rev Budget ExpZRev Service Service Budget Change
Operating Expenses 349,920 363',000 402,500 397,900 0 397,900 9.6%
Capital Outlay 8,890 0 0 70,500 0 70,500 N/A
Transfers 0 0 0 0 0 0 N/A
Reserves 0 138,500 0 23,900 0 23,900 -82.7%
Total Appropriations 358,810 501,500 402,500 492,300 0 492,300 -1.8%
Revenue:
Transfer fi:om (778) 293,300 355,400 355,400 389,500 0
Interest/Misc. 20,440 7,600 7,600 8,400 0
Carry Forward 179,000 138,500 133,900 94,400 0
Revenue Reserve 0 0 0 0 0
Total Revenue 492,740 501,500 496,900 492,300
389,500 9.6%
8,400 10.5%
94,400 -31.8%
0 N/A
0 492,300 -1.8%
Permanent Positions 0 0 0 0 0 0 0.0%
Forecast FY 02/03 - Forecast expenses include $39,500 to replace txvo patrol cars damaged in accidents. The $39,500
represents the difference between the cost of the new vehicles and the proceeds received fi:om the insurance company.
Current FY 02/03 - Operating expenses have been increased to reflect increases in the Sheriffs personnel costs. Capital
outlay is for the replacement of three patrol vehicles.
Revenue FY 02/03 - Security operations are funded through ad valorem taxes, which are collected in the Street Lighting Fund
(778) and transferred to the Security Operations Fund (110).
6
Pelican Bay - Community Beautification
Uninsured Asset Restoration Reserve
Pelican Bay Services (133)
Mission Statement:
To provide for the restoration of the Pelican Bay landscaping into its original premier state in the event of a natural disaster.
Programs:
Restoration Pro.am
Provides for the restoration of the Pelican Bay
landscaping into its original premier state in the event
of a natural disaster.
Total Less:
Priority FTE's FY 03 Cost Revenues Net Cost
1 0.0 $1,197,000 $0 $1,197,000
Grand Total
0.0 $1,197,000 0 $1,197,000
Appropriation Unit
FY 00/01 FY 01/02 FY 01/02 FY 02/03 FY 02/03 FY 02/03 %
Actual Adopted Forecast Current Expanded Total Budget
Exp Rev Budget Exp/Rev Service Service Budget Change
Operating Expenses 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 N/A
Reserves 0 1,105,500 0 1.197,000 0 1,197,000 8.3%
Total Appropriations 0 1,105,500 0 1,197,000 0 1,197,000 8.3%
Revenue:
Assessments 0 0 0 0 0 0 N/A
Interest/Misc. 86.558 52,800 52,800 57.100 0 57,100 8.1%
Transfer (109) 0 0 0 0 0 0 N/A
Carrylbrward 1.003.500 1.055,300 1~090,000 1.142.800 0 1.142,800 8.3%
Revenue Reserve 0 (2,600) 0 (2,900) 0 (2,900) 11.5%
Total Revenue 1,090.058 1,105,500 1,142,800 1,197,000 0 1.197,000 8.3%
Current FY 02/03 - The reserve amount is analyzed on an annual basis to ensure that the current reserves are
sufficient to fund the restoration of the landscaping in the event of a natural disaster.
Pelican Bay - Clam Bay Restoration
Pelican Bay Services (320)
Mission Statement:
To provide funding for the restoration and maintenance of the Clam Bay estuary system. The remainder of the construction
projects is funded m a unique parmership with WCI Communities, LP whereby they match Pelican Bay funds dollar-for-
dollar up to $1,000,000. The on-going monitoring program is funded through the Umncorporated Area General Fund in a
joint effort with Pelican Bay to comply with permit requirements and to help ensure the health of this unique ecosystem.
Total Less:
Pro~rams: Priority FTE's FY 03 Cost Revenues Net Cost
Restoration Pro,am
Includes the yearly monitoring and on-going studies
outlined in the "Clam Bay Restoration &
Management Plan" and completion of the
construction program initiated in FY99.
Reserves
0.0 $743,300 $0 $743,300
0.0 $0 $0 $0
Grand Total
0.0 $743,300 $0 $743,300
-- 8
Pelican Bay - Clam Bay Restoration (Cont.)
Pelican Bay (320)
Appropriation Unit
FY 00/01 FY 01/02 FY 01/02 FY 02/03 FY 02/03 FY 02/03 %
Actual Adopted Forecast Current Expanded Total Budget
Exp/Rex Budget Exp/Rev Sen, ice Service Budget Change
Project Expenses 334,056 650,500 579,300 743,200
Transfers 0 3,200 3,200 100
Transfer (109) 0 0 0 0
Reserves 0 0 0 0
Total Appropriation 334.056 653,700 582,500 743,300
Revenue:
Transfer MSTD (111) 201,800 113,800 113,800 436,200
Assessments 0 64,900 61,500 2,400
Contributions 118.112 41,600 41,600 0
Interest/Misc. 21,237 6,500 7,500 0
Transfer TDC 46,150 169,100 169,100 0
Carryf. orward 440.600 261,200 493,800 304,800
Revenue Reserve 0 (3,400) 0 (100)
Total Revenue 827,899 653,700 887,300 743,300
0 743,200 14.3%
0 100 -96.9%
0 0 N/A
0 0 N/A
0 743,300 13.7%
0 436,200 283.3%
0 2,400 -96.3%
0 0 -100.0%
0 0 -100.0%
0 0 -100.0%
0 304,800 16.7%
0 (100) -97.1%
0 743,300 13.7%
Current FY 02/03 - Budgeted programs include the following:
Biological Monitoring
Hydrographic Monitoring
Water Quality testing Program
Interior Channel Maintenance
Water Quality Report
Exotic Removal
Hydro~aphic Study. Improvements
Plantings to Replace Cattails
Dune Restoration
Interior Channel Mapping
Interior Channel Design Construction
Die-off Area Planting
Management Report
Restoration Consultant Sen'ices
Miscellaneous Operating Costs
Total
$30,350
$43,500
$3,900
$20,000
$3,000
$18,000
$62,000
$160,000
$105,000
$30,000
$30.000
$105,000
$24,950
580,000
S27.500
$743,200
Revenue FY 02/03 - There is a budgeted transfer of $436.200 from the unincorporated Area General Fund (111) for
monitoring and maintenance activities in the Clam Bay System. The BCC made a policy decision to fund Clam Bay
maintenance in FY 00. In addition, the restoration work is funded with available carryforward revenue and an FY 03
assessment of $2.400. The assessment rate is $0.31 per equivalent residential unit.
_ 9
Pelican Bay - Capital Improvement Program
Pelican Bay Services (322)
Mission Statement:
To upgrade community infrastructure including the replacement of the street lighting system, irrigation system, and renovation
of the community roadway landscaping system and the U.S. 41 berm. In a joint effort with Collier County Transportation,
there is funding for a portion of U.S. 41 landscaping improvements.
Total Less:
ProGrams: Priority FTE's FY 03 Cost Revenues Net Cost
Capital Improvement Pro.am
Capital improvements include landscaping and
imgafion improvements (Pelican Bay Rights-of-Way
and Phase I Tram Road).
0.0 $502,700 $0 $502,700
Reserves/Transfers
0.0 $136,000 $0 $136,000
Grand Total
0.0 $638,700 $0 $638,700
Appropriation Unit
FY 00/01 FY 01/02 FY 01/02 FY 02/03 FY 02/03 FY 02/03 %
Actual Adopted Forecast Current Expanded Total Budget
Exp/Rev Budget Exp/Rev Service Service Budget Change
Pr~ect Expenses 1,132,886 1,250,000 1,399,200 502,700 0 502,700 -59.8%
Trans~rs 11,876 14,500 14,500 13,900 0 13,900 -4.1%
Reserves 0 0 0 122,100 0 122,100 N/A
Total Appropriations 1,144,762 1,264,500 1,413,700 638,700 0 638,700 -49.5%
Revenue:
Interest, Misc. 29,203 25,400 164,500 10,600 0 10,600 -58.3%
Assessments 367,017 295,800 280,200 270,200 0 270,200 -8.7%
Transfers (778) 0 100,000 100,000 25,000 0 25,000 -75.0%
Transfer (109) 300,000 450,000 450,000 125,000 0 125,000 -72.2%
Carr?¥orward 1,089,600 408,900 641,100 222,100 0 222.100 -45.7%
Revenue Reserve 0 (15,600) 0 (14,200) 0 ( 14,200) -9.0%
Total Revenue 1,785,820 1,264,500 1,635,800 638,700 0 638,700 -49.5%
Forecast FY 01/02 - The additional $149,200 in forecast project expenses was for encumbrances (purchase orders) carried
forward from the prior fiscal year.
Current FY 02/03 - Budgeted capital project expenses include the following:
U.S. 41 Median Landscaping - $327,500
Plant Materials (Rights of Way and Phase I Tram Road $105,000
Engineering Fees $5,000
Mulch and Other Operating Supplies $65,200
Total $502,700
Revenue FY 02/03 - The capital projects are funded with available $222,100 in carryforward revenue, a $125.000 transfer
from the Pelican Bay Services Fund (109), a $25,000 transfer from the Street Lighting Fund (778), and a FY 03 assessment of
S270.200 ($34.80 per equivalent residential umt as compared to the $38.12 FY 02 assessment per ERU).
l0
Pelican Bay - Street Lighting
Pelican Bay Services (778)
Mission Statement:
To maintain the Pelican Bay Street Lighting System as a well-balanced functional system that provides a consistently lighted
roadway appearance within the communi~.
Total Less:
Programs: Priority FTE's FY 03 Cost Revenues Net Cost
Street Liv, hting Program 1 1.0 $193,800 $0 $193,800
Includes the routine maintenance of the Pelican Bay
roadway street lighting system including all up-
lighting at the Pelican Bay entrances and bike path
lighting. Street Lights consist of concrete poles and
metal Haliade lamps.
Transfer to Security/Capital Improvements
Reserves/Transfers
2 0.0 $414,500 $0 $414,500
3 0.0 $90,800 $0 $90,800
Grand Total 1.0 $699,100 $0 $699,100
Performance Measures Actual FY 01 Forecast FY 02 Budget FY 03
Lights repaired within 24 hours 100% 100% 100%
Light posts inspected 26 26 26
Light poles installed 17 0 0
Sidewalk lights installed 38 0 0
Appropriation Unit
Pelican Bay - Street Lighting (Cont.)
Pelican Bay Services (778)
FY 00/01 FY 01/02 FY 01/02 FY 02/03 FY 02/03 FY 02/03 %
Actual Adopted Forecast Current Expanded Total Budget
Exp/Rev Budget Exp/Rev Service Service Budget Change
Personal Services 57,597 85,800 67,300 71,800 0 71,800 -16.3%
Operating Expenses 77,731 94,900 100,900 109,200 0 109,200 15.1%
Capital Outlay 275,763 27,100 27,100 12,800 0 12,800 -52.8%
Reserves 0 51,400 0 57,600 0 57,600 12.1%
Transfer (322) 293,300 100,000 100,000 25,000 0 25,000 -75.0%
Transfer to Security 0 355,400 355,400 389,500 0 389,500 9.6%
Transfers - Elected Officials 24,351 30,800 30,800 33,200 0 33,200 7.8%
Total Appropriations 728,742 745,400 681,500 699,100 0 699,100 -6.2%
Revenue:
Ad Valorem Taxes 526,750 617,000 583,600 647,700 0 647,700 5.0%
Interest/Misc. 27,235 4,800 4,900 6,300 0 6,300 31.3%
Transfers 0 0 0 0 0 0 N/A
Carry Forward 347,000 1541700 172,200 79,200 0 79,200 -48.8%
Revenue Reserve 0 (31,100) 0 (34,100) 0 (34,100) 9.6%
Total Revenue 900,985 745,400 760,700 699,100 0 699,100 -6.2%
Permanent Positions I 1 1 1 0 1 0.0%
Current FY 02/03 - Operating expenses include a $4,900 increase in electricity and a $9,800 increase in contracted electrical
repairs. Capital outlay includes one-third of the cost of the following items: office equipment ($4,000), improvements to the
maintenance garage and stormxvater drainage at the maintenance facility site ($6,600), and street pole replacement ($2,200).
_
EXECUTIVE SUMMARY
RECOMMENDATION THAT THE BOARD OF COUNTY COMMISSIONERS ADOPT
THE RESOLUTION APPROVING THE SPECIAL ASSESSMENT ROLL AND
LEVYING THE SPECIAL ASSESSMENT AGAINST THE BENEFITED
PROPERTIES WITHIN THE PELICAN BAY MUNICIPAL SERVICE TAXING AND
BENEFIT UNIT.
OBJECTIVE: That The Board of County Commissioners adopt the Resolution
approving the Special Assessment Roll and levying the Special Assessment against
the benefited properties within the Pelican Bay Municipal Service Taxing and Benefit
Unit.
CONSIDERATION: The attached Resolution provides for Board approval of the
preliminary assessment roll as the final assessment roll, adopting same as the
Non-ad valorem Assessment Roll for purposes of utilizing the Uniform Method of
collection pursuant to Section 197.3632, Florida Statutes, within the Pelican Bay
Municipal Service Taxing and Benefit Unit for maintenance of the water management
system, beautification of recreational facilities and median areas, and maintenance of
conservation and preserve areas, and establishment of Capital Reserve Funds for
ambient noise management, the maintenance of conservation or preserve areas, U.S.
41 berms, street signage replacements within the median areas and landscaping
improvements to U.S. 41 entrances, all within the Pelican Bay Municipal Service
Taxing and Benefit Unit.
FISCAL IMPACT: The total assessment identified in the roll is $2,003,316.30 for
maintenance of the water management system, beautification of recreation facilities
and median areas and maintenance of conservation and preserve areas. This
equates to $258.02 per residential unit based on 7764.19 assessable units.
The total assessment identified for the establishment of Capital Reserve Funds for
ambient noise management, maintenance and restoration of the conservation or
preserve area, U.S. 41 berm improvements within the District, street sign replacement
within the median areas, landscaping improvements and U.S. 41 entrance
improvements within the District identified in the roll is $272,600.71 which equates to
$35.11 per residential unit based on 7764.19 assessable units.
The recording fees for recording the Assessment Roll and Resolution are estimated
to be approximately $3,000 and are available in Fund 109.
GROVVTH MANAGEMENT IMPACT: None
RECOMMENDATION: That the Board of County Commissioners adopt the
Assessment Roll and levying the Speci~;EN~T,~M
Resolution
approving
the
Special
NO./,/.. I.~,?. ;~ _
SEP - 9 2002
Assessment against the benefited properties within the Pelican Bay Municipal Service
Taxing and Beno~nit.
J,a~es P. Ward, Department Director
/p6lican Bay Services Division
APPROVED By: ,~.--'~
James V. Mudd
County Manager
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SEP - 9 20O2
RESOLUTION NO. 2002-
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4 A RESOLUTION APPROVING THE PRELIMINARY
5 ASSESSMENT ROLL AS THE FINAL ASSESSMENT ROLL AND
6 ADOPTING SAME AS THE NON-AD VALOREM ASSESSMENT
7 ROLL FOR PURPOSES OF UTILIZING THE UNIFORM
6 1 METHOD OF COLLECTION PURSUANT TO SECTION
9 197.3632, FLORIDA STATUTES, WITHIN THE PELICAN BAY
10 MUNICIPAL SERVICE TAXING AND BENEFIT UNIT FOR
11 MAINTENANCE OF THE WATER MANAGEMENT SYSTEM,
12 BEAUTIFICATION OF RECREATIONAL FACILITIES AND
13 MEDIAN AREAS, AND MAINTENANCE OF CONSERVATION
14 OR PRESERVE AREAS, AND ESTABLISHMENT OF CAPITAL
15 RESERVE FUNDS FOR AMBIENT NOISE MANAGEMENT,
16 MAINTENANCE OF CONSERVATION OR PRESERVE AREAS,
17 U.S. 41 BERMS, STREET SIGNAGE REPLACEMENTS WITHIN
1 B THE MEDIAN AREAS AND LANDSCAPING IMPROVEMENTS
19 TO U.S. 41 ENTRANCES, ALL WITHIN THE PELICAN BAY
20 MUNICIPAL SERVICE TAXING AND BENEFIT UNIT.
21 WHEREAS, the Pelican Bay Improvement District (hereinafter "District") was
22 created and operated pursuant to the provisions of Chapter 74 462, Laws of Florida, as
23 amended, and was vested with the power and authority to levy and collect special
24 assessments and charges against real property with the District; and
25 WHEREAS, the Board of County Commissioners of Collier County, Florida, on
26 June 19, 1990 succeeded to the principal functions of the Pelican Bay Improvement District
27 pursuant to Chapter 74-462, Laws of Florida; and
28 WHEREAS, the Pelican Bay Improvement District completed construction of
99 certain water management improvements in accordance with the Plan of Reclamation of the
30 Pelican Bay Improvement District and such improvements are currently in operation; and
31 WHEREAS, the District's Board of Supervisors adopted a plan of dissolution for the
32 District transferring title to all property owned by the District to Collier County, including
33 the water management system; and
$4 WHEREAS, the Board of County Commissioners adopted Ordinance No. 2002-27
35 creating the Pelican Bay Municipal Service Taxing and Benefit Unit which permits the levy
36 of special assessments; and
37 WHEREAS, the Preliminary Assessment Roll for maintenance of the water
36 management system, beautification of recreational facilities and median areas, and
39 maintenance of conservation or preserve areas, and establishment of Capital Reserve Funds
40 for ambient noise management, maintenance of conservation or preserve areas, U.S. 41
41 berms, street signage replacements within the median areas and landscaping improvements
42 to U.S. 41 entrances, all within the Pelican Bay Municipal Service Taxing and Benefit Unit
43 has been filed with the Clerk to the Board; and
AGEND~ ITE)t
SEP - 9 2002
1 WHEREAS, the Board of County Commissioners on July 30, 2002 adopted
9 Resolution No. 2002-315 fixing the date, time and place for the public hearing to approve
$ the Preliminary Assessment Roll and to adopt the Non-ad Valorem Assessment Roll to
4 utilize the uniform method of collection pursuant to Section 197.3632, Florida Statutes;
5 WHEREAS, said public hearing was duly advertised and regularly held, at The
6 Foundation Center, 8962 Hammock Oak Drive, Naples, Florida, commencing at 6:00 P.M.
7 on September 9, 2002.
6 NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
9 COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
10 SECTION ONE. The Board, having met to receive and consider the written objections of
11 the property owners and other interested persons appearing before the Board as to the
12 propriety and advisability of confirming and adopting the Pelican Bay Municipal Service
1:3 Taxing and Benefit Unit Preliminary Assessment roll, as to the amounts shown thereon to be
14 assessed against the lots and parcels of land to be benefited and as to the equalization of such
15 assessments on a basis of justice and right, does hereby confirm such Preliminary
16 Assessment Roll and make it final and adopt same as the final Non-ad Valorem Assessment
1 ? Roll for the purpose of using the uniform method of collection.
1 $ The total special assessment for maintenance of the water management system and
19 the beautification of the recreational areas and median areas, and maintenance of
20 conservation or preserve areas is $2,003,316.30 which equates to $258.02 per Equivalent
21 Residential Unit based on 7764.19 assessable units.
22 The total assessment for the establishment of Capital Reserve Funds for ambient
93 noise management, maintenance and restoration of the conservation or preserve areas, U.S.
24 41 berm improvements within the District, street sign replacement within the median areas,
25 landscaping improvements and U.S. 41 entrance improvements within the District, utilizing
26 an Equivalent Residential Unit based methodology. The total assessment for these Capital
27 Reserve Funds for the maintenance and restoration and landscaping improvements is
26 $272,600.71 which equates to $35.11 per Equivalent Residential Unit based on 7764.19
29 assessable units. The total assessments against the benefited properties are described and set
30 forth in the Preliminary Assessment Roll (Non-ad Valorem Assessment Roll) attached hereto
31 as Exhibit "A" and incorporated herein. The Board hereby confirms the special assessments
$2 and the attached Exhibit "A" is thc Final Assessment Roll (Non-ad Valorem Assessment
33 Roll).
34 SECTION TWO. Such assessments are hereby found and determined to be levied in direct
35 proportion to the special and positive benefits to be received by the properties listed in the
~G~NDA .ITel
1 Preliminary Assessment Roll (Non-ad Valorem Assessment Roll), which is attached hereto
2 as Exhibit "A" and are located within the Pelican Bay Municipal Service Taxing and Benefit
Unit which is described as follows:
A tract of land being in portions of Sections 32 and 33, Township 48
South, Range 25 East; together with portions of Sections 4, 5, 8 and 9,
Township 49 South, Range 25 East, Collier County, Florida, being one
and the same as the lands encompassed by the Pelican Bay Improvement
District, the perimeter boundary of same more particularly described as
follows:
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12 Commencing at the Southeast comer of said Section 33; thence South 89
13 degrees 59 minutes 50 seconds West along the South line of Section 33 a
14 distance of 150.02 feet to a point on the West fight-of-way line of U.S. 41
15 (State Road 45), said point also being the Point of Beginning; thence
16 Southerly along the West right-of-way line of said U. S. 41 (State Road
17 45) the following courses: South 00 degrees 58 minutes 36 seconds East
18 a distance of 2.49 feet; thence 'South 00 degrees 55 minutes 41 seconds
19 East a distance of 3218.29 feet; thence South 01 degrees 00 minutes 29
20 seconds East a distance of 3218.56 feet; thence South 00 degrees 59
21 minutes 03 seconds East a distance of 2626.21 feet; thence South 01
22 degrees 00 minutes 18 seconds East a distance of 2555.75 feet to a point
23 on the North right-of-way line of Pine Road as recorded in D.B. 50, Page
24 490, among the Public Records bf said Collier County; thence departing
25 said U.S. 41 (State Road 45) South 89 degrees 09 minutes 45 seconds
26 West along said North right-of-way line a distance of 2662.61 feet; thence
27 South 00 degrees 51 minutes 44 seconds East a distance of 70.00 feet to a
28 point on the North line of Seagate Unit I as recorded in Plat Book 3, Page
29 85 among said Public Records; thence South 89 degrees 09 minutes 45
30 seconds West along said North line of Seagate Unit I and the South line
31 of said Section 9 a distance of 2496.67 feet to the Southwest comer of
32 said Section 9; thence continue South 89 degrees 09 minutes 45 seconds
33 West a distance of 225 feet more or less to a point on the mean high water
34 line established May 15, 1968; thence a Northwesterly direction along
35 said mean high water line a distance 15716 feet more or less; thence
36 departing said mean high water line South 80 degrees 29 minutes 30
37 seconds East and along the Southerly line of Vanderbilt Beach Road
38 (State Road 862) as recorded in D.B. 15, Page 121 among said Public
39 Records a distance of 7385 feet more or less to a point on said West
40 right-of-way line of U. S. 41 (State Road 45); thence South 00 degrees 58
41 minutes 36 seconds East along said West right-of-way line a distance of
42 2574.36 feet to the Point of Beginning.
4:3 SECTION THREE. Upon adoption of this Resolution any assessment may be paid at the
44 Office of the Clerk within thirty (30) days thereafter, all assessments shall be collected
45 pursuant to Sections 197.3632 and 197.3635, Florida Statutes, or any successor statutes
4(5 authorizing the collection of such assessments on the same bill as Ad Valorem Taxes, which
47 shall be billed with the Ad Valorem Taxes that become payable on November 1, 2002 and
48 delinquent on April 1, 2003.
49 SECTION FOUR. The assessment shall be final and conclusive as to each lot or parcel
50 assessed and any objections against the making of any assessable improvements not so made
51 shall be considered as waived, and if any objection shall be made and overruled or shall not
52 be sustained, the adoption of this resolution approving the final assessment shall be the final
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S EP - 9 002
adjudication of the issues presented unless proper steps shall be taken in a court of competent
jurisdiction to secure relief within twenty (20) days from the adoption of this Resolution.
SECTION FIVE. All assessments shall constitute a lien upon the property so assessed from
the date of confirmation of this Resolution of the same nature and to the same extent as the
lien for general county taxes falling due in the same year or years in which such assessment
falls due, and any assessment not paid when due shall be collected pursuant to Chapter 197,
Florida Statutes, in the same manner as property taxes are collected.
SECTION SIX. The Clerk is hereby directed to record this Resolution and all Exhibits
attached hereto in the Official Records of Collier County.
SECTION SEVEN. This Resolution shall become effective immediately upon its passage.
This Resolution adopted this 9th day of September, 2002, after motion, second and
majority vote.
ATTEST:
DWIGHT E. BROCK, CLERK
Approved as to form and
legal sufficiency:
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
BY:
JAMES N. COLETTA, CHAIRMAN
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27,~tM) ,~vid C . Weigel
28 County Attorney
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SEP - 9 2002
pELf CAN BAY
GUI~
OF
ME.CO
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AGENOA.
SEP - 9 2002
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