Resolution 2023-148 (Pelican Bay) RESOLUTION NO. 2023 -148
A RESOLUTION APPROVING 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 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 OR PRESERVE
AREAS, MANAGEMENT OF THE DREDGING AND MAINTENANCE
ACTIVITIES FOR CLAM PASS FOR THE PURPOSE OF ENHANCING
THE HEALTH OF THE AFFECTED MANGROVE FOREST AND
ESTABLISHMENT OF CAPITAL RESERVE FUNDS FOR AMBIENT
NOISE MANAGEMENT, MAINTENANCE OF CONSERVATION OR
PRESERVE AREAS, INCLUDING THE RESTORATION OF THE
MANGROVE FOREST PRESERVE, U.S. 41 BERMS, STREET SIGNAGE
REPLACEMENTS WITHIN THE MEDIAN AREAS, LANDSCAPING
IMPROVEMENTS TO U.S. 41 ENTRANCES AND BEACH
RENOURISHMENT, ALL WITHIN THE PELICAN BAY MUNICIPAL
SERVICE TAXING AND BENEFIT UNIT.
WHEREAS, the Pelican Bay Improvement District (hereinafter "District") was created
and operated pursuant to the provisions of Chapter 74-462, Laws of Florida, as amended, and was
vested with the power and authority to levy and collect special assessments and charges against
real property with the District; and
WHEREAS, the Board of County Commissioners of Collier County, Florida, on
June 19, 1990 succeeded to the principal functions of the Pelican Bay Improvement District
pursuant to Chapter 74-462, Laws of Florida; and
WHEREAS, the Pelican Bay Improvement District completed construction of certain
water management improvements in accordance with the Plan of Reclamation of the Pelican Bay
Improvement District and such improvements are currently in operation; and
WHEREAS, the District's Board of Supervisors adopted a plan of dissolution for the
District transferring title to all property owned by the District to Collier County, including the
water management system; and
WHEREAS, the Board of County Commissioners adopted Ordinance No. 2002-27, as
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amended, creating the Pelican Bay Municipal Service Taxing and Benefit Unit (hereinafter called
"Unit") which permits the levy of special assessments; and
WHEREAS, the Preliminary Assessment Roll for maintenance of the water management
system,beautification of recreational facilities and median areas, and maintenance of conservation
or preserve areas, and establishment of Capital Reserve Funds for ambient noise management,
maintenance of conservation or preserve areas, U.S. 41 berms, street signage replacements within
the median areas, landscaping improvements to U.S. 41 entrances and beach renourishment, all
within the Pelican Bay Municipal Service Taxing and Benefit Unit has been filed with the Clerk
to the Board; and
WHEREAS, the Board of County Commissioners on June 13, 2023 adopted Resolution
No. 2023-108 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 utilize the uniform method
of collection pursuant to Section 197.3632, Florida Statutes;
WHEREAS, said public hearing was duly advertised and regularly held, at The Collier
County Government Center,Board Room, W. Harmon Turner Building, 3299 East Tamiami Trail,
Naples, Florida, commencing at 5:05 P.M. on Thursday, September 07, 2023.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
SECTION ONE. The Board, having met to receive and consider the written objections of the
property owners and other interested persons appearing before the Board as to the propriety and
advisability of confirming and adopting the Pelican Bay Municipal Service Taxing and Benefit
Unit Preliminary Assessment roll, as to the amounts shown thereon to be assessed against the lots
and parcels of land to be benefited and as to the equalization of such assessments on a basis of
justice and right, does hereby confirm such Preliminary Assessment Roll and make it final and
adopt same as the final Non-Ad Valorem Assessment Roll for the purpose of using the uniform
method of collection.
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The total special assessment for maintenance of the water management system and the
beautification of the recreational areas and median areas, and maintenance of conservation or
preserve areas is $5,215,600.00 which equates to $680.90 per Equivalent Residential Unit based
on 7659.90 assessable units.
The total assessment for the establishment of Capital Funds for ambient noise management,
maintenance and restoration of the conservation or preserve areas, U.S. 41 berm improvements
within the Unit, street sign replacement within the median areas, landscaping improvements and
U.S. 41 entrance improvements within the Unit, utilizes an Equivalent Residential Unit based
methodology. The total assessment for these Capital Funds for the maintenance and restoration
and landscaping improvements is $1,946,400.00 which equates to $254.10 per Equivalent
Residential Unit based on 7659.90 assessable units. The total assessments against the benefited
properties are described and set forth in the Preliminary Assessment Roll (Non-Ad Valorem
Assessment Roll) attached hereto as Exhibit. "A" and incorporated herein. The Board hereby
confirms the special assessments and the attached Exhibit "A" is the Final Assessment Roll
(Non-Ad Valorem Assessment Roll).
SECTION TWO. Such assessments are hereby found and determined to be levied in direct
proportion to the special and positive benefits to be received by the properties listed in the
Preliminary Assessment Roll (Non-Ad Valorem Assessment Roll), which is attached hereto 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: Commencing at the Southeast corner of said
Section 33; thence South 89 degrees 59 minutes 50 seconds West along the South line
of Section 33 a distance of 150.02 feet to a point on the West right-of-way line of U.S.
41 (State Road 45), said point also being the Point of Beginning;thence Southerly along
the West right-of-way line of said U. S. 41 (State Road 45)the following courses: South
00 degrees 58 minutes 36 seconds East a distance of 2.49 feet; thence South 00 degrees
55 minutes 41 seconds East a distance of 3218.29 feet; thence South 01 degrees 00,
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minutes 29 seconds East a distance of 3218.56 feet;thence South 00 degrees 59 minutes
03 seconds East a distance of 2626.21 feet; thence South 01 degrees 00 minutes 18
seconds East a distance of 2555.75 feet to a point on the North right-of-way line of Pine
Road as recorded in D.B. 50, Page 490, among the Public Records of said Collier
County; thence departing said U.S. 41 (State Road 45) South 89 degrees 09 minutes 45
seconds West along said North right-of-way line a distance of 2662.61 feet; thence
South 00 degrees 51 minutes 44 seconds East a distance of 70.00 feet to a point on the
North line of Seagate Unit 1 as recorded in Plat Book 3, Page 85 among said Public
Records; thence South 89 degrees 09 minutes 45 seconds West along said North line of
Seagate Unit 1 and the South line of said Section 9 a distance of 2496.67 feet to the
Southwest corner of said Section 9; thence continue South 89 degrees 09 minutes 45
seconds West a distance of 225 feet more or less to a point on the mean high water line
established May 15, 1968; thence a Northwesterly direction along said mean high water
line a distance 15716 feet more or less;thence departing said mean high water line South
80 degrees 29 minutes 30 seconds East and along the Southerly line of Vanderbilt Beach
Road (State Road 862) as recorded in D.B. 15, Page 121 among said Public Records a
distance of 7385 feet more or less to a point on said West right-of-way line of U. S. 41
(State Road 45); thence South 00 degrees 58 minutes 36 seconds East along said West
right-of-way line a distance of 2574.36 feet to the Point of Beginning.
SECTION THREE. Upon adoption of this Resolution any assessment may be paid at the Office
of the Clerk within thirty (30) days thereafter, all assessments shall be collected pursuant to
Sections 197.3632 and 197.3635, Florida Statutes, or any successor statutes authorizing the
collection of such assessments on the same bill as Ad Valorem Taxes,which shall be billed with
the Ad Valorem Taxes that become payable on November 1,2023 and delinquent on April 1,2024.
SECTION FOUR. The assessment shall be final and conclusive as to each lot or parcel assessed
and any objections against the making of any assessable improvements not so made shall be
considered as waived, and if any objection shall be made and overruled or shall not be sustained,
the adoption of this resolution approving the final assessment shall be the final 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.
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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 n day of September 2023, after motion, second
and majority vote.
BOARD OF COUNTY COMMISSIONERS
•tInrSTAL,:k.KINZEL, Clerk COLLIER COUNTY, FLORIDA
ley. 4_: 9 By:
%„ A .•St*as to uhal
(---,72/;e:7
'lraktuty Clerk Rick LoCastro, Chairman
?"gpattI
' Onty.
Approv d as to Iormgality:
Jeffrey 'Kla. o
County torn y
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PELICAN BAY SERVICES DISTRICT
FY 2024 ASSESSMENT
Maintenance Capital Total
Total Budget $ 5,215,600.00 $ 1,946,400.00 $ 7,162,000.00
Per Unit ERU's $ 680.8967 $ 254.1025 $ 934.9992
Ritz Carlton 150.77 $ 102,658.79 $ 38,311.04 $ 140,969.83
Registry 161.50 $ 109,964.81 $ 41,037.56 $ 151,002.37
Inn @ PB 14.38 $ 9,791.29 $ 3,653.99 $ 13,445.29
The Club @ PB 278.15 $ 189,391.40 $ 70,678.62 $ 260,070.03
St.Williams 36.00 $ 24,512.28 $ 9,147.69 $ 33,659.97
PBSD-water plant 12.00 $ 8,170.76 $ 3,049.23 $ 11,219.99
County Park 14.88 $ 10,131.74 $ 3,781.05 $ 13,912.79
Public Library 9.72 $ 6,618.32 $ 2,469.88 $ 9,088.19
Fire Station 20.87 $ 14,210.31 $ 5,303.12 $ 19,513.43
Philharmonic 37.38 $ 25,451.92 $ 9,498.35 $ 34,950.27
Fifth Third Bank 4.83 $ 3,288.73 $ 1,227.32 $ 4,516.05
Market Place 115.23 $ 78,459.72 $ 29,280.24 $ 107,739.96
Pelican Bay Financial Center 23.17 $ 15,776.38 $ 5,887.56 $ 21,663.93
HMA,Wachovia 57.40 $ 39,083.47 $ 14,585.49 $ 53,668.95
SunTrust 26.80 $ 18,248.03 $ 6,809.95 $ 25,057.98
Morgan Stanley 21.27 $ 14,482.67 $ 5,404.76 $ 19,887.43
Comerica Bldg 11.50 $ 7,830.31 $ 2,922.18 $ 10,752.49
Waterside Shops 150.14 $ 102,229.82 $ 38,150.96 $ 140,380.78
Future residential(acreage) 60.91 $ 41,473.14 $ 15,477.28 $ 56,950.43
Residential units 6,453.00 $ 4,393,826.10 $ 1,639,723.74 $ 6,033,549.84
Total ERU's 7,659.90 $ 5,215,600.00 $ 1,946,400.00 $ 7,162,000.00
Reconciliation:
FY 2023 ERU's 7,659.90
NO CHANGE
FY 2024 ERU's 7,659.90
Total assessed on 2023 tax bills 5,215,600.00 1,946,400.00 7,162,000.00
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PELICAN BAY SERVICES DISTRICT
FY 2024 ASSESSMENT Total $ 5,215,600.00 $ 1,946,400.00 $ 7,162,000.00
Per Unit $ 680.8967 $ 254.1025 $ 934.9992
Commercial Folio# Acres Units Factor O&M Capital Total
Ritz Carlton 00168360006 26.22 150.77 5.75 $ 102,658.79 $ 38,311.04 $ 140,969.83
Public Library 00169000006 1.69 9.72 5.75 $ 6,618.32 $ 2,469.88 $ 9,088.19
Fire Station 00176682006 3.63 20.87 5.75 $ 14,210.31 $ 5,303.12 $ 19,513.43
Fifth Third Bank 32435500101 0.84 4.83 5.75 $ 3,288.73 $ 1,227.32 $ 4,516.05
Market Place Parcel 1 64030000252 4.1 23.58 5.75 $ 16,055.54 $ 5,991.74 $ 22,047.28
Market Place Parcel 2(Albertson's) 64030000508 5.23 30.07 5.75 $ 20,474.56 $ 7,640.86 $ 28,115.43
Market Place Parcel 3 64030001002 6.38 36.69 5.75 $ 24,982.10 $ 9,323.02 $ 34,305.12
Market Place Parcel 4(World Savings) 64030001109 1.03 5.92 5.75 $ 4,030.91 $ 1,504.29 $ 5,535.20
Market Place Parcel 5(Ruby Tuesday's) 64030001206 1.11 6.38 5.75 $ 4,344.12 $ 1,621.17 $ 5,965.29
Market Place vacant parcel 64380000355 2.19 12.59 5.75 $ 8,572.49 $ 3,199.15 $ 11,771.64
Pelican Bay Financial Center 64380000601 4.03 23.17 5.75 $ 15,776.38 $ 5,887.56 $ 21,663.93
HMA,Wachovia 66270040009 9.98 57.4 5.75 $ 39,083.47 $ 14,585.49 $ 53,668.95
SunTrust 66270120000 4.66 26.8 5.75 $ 18,248.03 $ 6,809.95 $ 25,057.98
Waterside Shops 66270160002 23.15 125.70 5.43 $ 85,588.71 $ 31,940.69 $ 117,529.40
Morgan Stanley 66270200001 3.07 17.65 5.75 $ 12,017.83 $ 4,484.91 $ 16,502.74
Morgan Stanley(additional land) 66270200108 0.63 3.62 5.75 $ 2,464.85 $ 919.85 $ 3,384.70
Philhamonic Ctr for the Arts 66270240003 6.5 37.38 5.75 $ 25,451.92 $ 9,498.35 $ 34,950.27
Comerica Bldg 66270240100 2 11.5 5.75 $ 7,830.31 $ 2,922.18 $ 10,752.49
Waterside Shops(Saks parcel) 66270240207 0.71 4.08 5.75 $ 2,778.06 $ 1,036.74 $ 3,814.80
Waterside Shops(Jacobson's parcel) 66270240304 0 0 0.00 $ - $ - $ -
Waterside Shops(US Trust parcel) 66270240401 1 5.75 5.75 $ 3,915.16 $ 1,461.09 $ 5,376.25
Waterside Shops(Barnes Noble parcel) 66270240508 1.25 7.19 5.75 $ 4,895.65 $ 1,827.00 $ 6,722.64
Waterside Shops(Nordstrom's parcel) 66270240605 1.29 7.42 5.75 $ 5,052.25 $ 1,885.44 $ 6,937.69
St.Williams 66272360004 6.26 36 5.75 $ 24,512.28 $ 9,147.69 $ 33,659.97
Registry Hotel 475 units 17.8125 161.5 9.07 $ 109,964.81 $ 41,037.56 $ 151,002.37
Inn at Pelican Bay 51680000107 2.5 14.38 5.75 $ 9,791.29 $ 3,653.99 $ 13,445.29
Other
PBSD(water plant) 66330200022 12 12 1.00 $ 8,170.76 $ 3,049.23 $ 11,219.99
County Park 66679080505 14.88 14.88 1.00 $ 10,131.74 $ 3,781.05 $ 13,912.79
The Club at Pelican Bay
66330042002 2.13 2.13 1.00 $ 1,450.31 $ 541.24 $ 1,991.55
66330043001 6.64 6.64 1.00 $ 4,521.15 $ 1,687.24 $ 6,208.39
66330043056 0.71 0.71 1.00 $ 483.44 $ 180.41 $ 663.85
66330080006 69.33 69.33 1.00 $ 47,206.56 $ 17,616.93 $ 64,823.49
10 acres club and maintenance facility 10 57.5 5.75 $ 39,151.56 $ 14,610.90 $ 53,762.45
66330200006 3 3 1.00 $ 2,042.69 $ 762.31 $ 2,805.00
66330200051 1.43 1.43 1.00 $ 973.68 $ 363.37 $ 1,337.05
66530120009 0 0 1.00 $ - $ - $ -
66674441453 135.22 135.22 1.00 $ 92,070.85 $ 34,359.75 $ 126,430.59
66330041003 1.01 1.01 1.00 $ 687.71 $ 256.64 $ 944.35
66330280000 0.57 0.57 1.00 $ 388.11 $ 144.84 $ 532.95
66330321008 0.04 0.04 1.00 $ 27.24 $ 10.16 $ 37.40
66432560204 0.57 0.57 1.00 $ 388.11 $ 144.84 $ 532.95
66674440357 0 0 1.00 $ - $ - $ -
66674440454 0 0 1.00 $ - $ - $ -
Residential
Gulf Bay residential acres(Waterpark Place C) 81210001753 4.65 57.57 12.38 $ 39,197.18 $ 14,627.92 $ 53,825.10
Gulf Bay residential acres(Waterpark Place D) 81210002257 0.27 3.34 12.38 $ 2,275.97 $ 849.36 $ 3,125.33
$ - $ - $ -
Total per acre calculated parcels 399.7125 1,206.90 $ 821,773.90 $ 306,676.26 $ 1,128,450.16
Total Residential 979.5284 6,453.00 $ 4,393,826.10 $ 1,639,723.74 $ 6,033,549.84
Total ERU's 7,659.90 $ 5,215,600.00 $ 1,946,400.00 $ 7,162,000.00
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