Lakeside Preserve Community Development District
Est. 2014 Located In Polk County, Florida
Background
The Lakeside Preserve Community Development District (“District”) is an independent special district, created pursuant to and existing under the provisions of Chapter 190, Florida Statutes, and established by Ordinance No. 14-050, adopted by the County Commission of the City of Lakeland, Florida on November 3, 2014. This District includes within its boundaries approximately 389.39 acres lying in Sections 2 and 3, Township 29 South, Range 23 East located in Polk County.
Public Purpose:
The Lakeside Preserve Community Development District is a local, special purpose government entity authorized by Chapter 190 of the Florida Statutes as amended, and created by ordinance of the Board of County Commissioners of Polk County, Florida as an alternative method of planning, acquiring, operating and maintaining community-wide improvements in planned communities. A CDD provides the “solution” to Florida’s need to provide valuable community infrastructure generated by growth, ultimately without overburdening other governments and their taxpaying residents. Community Development Districts represent a major advancement in Florida’s effort to manage its growth effectively and efficiently. This allows a developer to establish higher construction standards, meanwhile providing a long-term solution to the operation and maintenance of the community’s facilities.
District Infrastructure and Property
The District issued its Series 2019 Bonds (“Bonds”) to fund the construction and/or acquisition of stormwater management improvements, landscaping, utilities improvements, and roadway improvements.
District Annual Budgets
The District will annually approve both a Series 2019 Bonds debt service budget and an Operations and Maintenance “O&M” budget. The Series 2019 Bonds require level annual debt service and so the bond debt service budget will not vary substantially from year-to-year.
District annual Non-Ad Valorem Assessments
The District annually collects from property owners within its boundaries both a bond debt service assessment and an O&M assessment. The bond debt service assessment helps amortize the District’s Series 2019 Bonds. The O&M assessment funds the District’s annual O&M activities.
A map of the District’s boundaries can be found here: PDF | RTF
Public Records
District Documents
Agenda
Fiscal Year 2024
Fiscal Year 2023
- 10-19-22 PDF | RTF
- 11-16-22 Meeting Cancelled
- 12-21-22 Meeting Cancelled
- 1-18-23 PDF | RTF
- 1-18-23 Final PDF | RTF
- 2-15-23 Meeting Cancelled
- 3-15-23 Meeting Cancelled
- 4-19-23 Notice PDF | RTF
- 4-19-23 Meeting Cancelled
- 5-17-23 Meeting Rescheduled
- 5-31-23 Notice PDF | RTF
- 5-31-23 Agenda PDF | RTF
- 6-21-23 Meeting Cancelled
- 7-19-23 Meeting Cancelled
- 8-16-23 Meeting Cancelled
- 9-20-23 PDF | RTF
Fiscal Year 2022
- 10-14-21 – Cancelled
- 11-11-21 -Landowners’ Meeting – PDF | RTF
- 11-18-21 – PDF | RTF
- 12-9-21 – PDF | RTF – Cancelled
- 1-13-22 – PDF | RTF
- 2-10-22 – Cancelled
- 3-10-22 – Cancelled
- 4-14-22 – Cancelled
- 5-12-22 – PDF | RTF
- 6-9-22 – Cancelled
- 7-20-22 PDF | RTF
- 07-20-22 Final PDF | RTF
- 8-17-22 Cancelled
- 9-21-22 Cancelled
Audits
The District’s financial statements are prepared by an independent auditor, accepted by the Board, and are available to view: CLICK HERE
If you are interested in an audit for a previous fiscal year, please contact the District Office. For more information on audits, please visit https://flauditor.gov
Budgets
The Board adopts the budget each year in accordance with a process outlined in the Florida Statutes. Each Fiscal Year runs from October 1 to September 30. The Board will first approve a proposed budget in the spring and will provide it to Polk County at least 60 days before the budget hearing, at which time the Board will adopt the final budget and levy the resulting non-ad valorem assessments
Fiscal Year 2024
Budget
Fiscal Year 2023
Fiscal Year 2022
- Fiscal Year 2022 Adopted O&M Budget
- Fiscal Year 2022 Adopted DS Budget
- Fiscal Year 2022 Proposed DS Budget
- Fiscal Year 2022 Proposed O&M Budget
Fiscal Year 2021
BOARD INFORMATION
-
Lee Saunders Chairman5529 U.S. Highway 98 N.
Lakeland, FL 33809
Term Expires: 11/2026
boardmember1@lakesidepreservecdd.org
-
Milton Andrade Vice Chair
3020 South Florida Avenue, Suite 101
Lakeland, Florida 33803
Term Expires: 11/2026
boardmember2@lakesidepreservecdd.org
-
Brian Walsh Assistant Secretary
3020 South Florida Avenue, Suite 101
Lakeland, FL 33803
Term Expires: 11/2024
boardmember3@lakesidepreservecdd.org
-
Dan Lewis Assistant Secretary
3020 South Florida Avenue, Suite 101
Lakeland, FL 33803
Term Expires: 11/2024
boardmember4@lakesidepreservecdd.org
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Garret Parkinson Assistant Secretary
3020 South Florida Avenue, Suite 101
Lakeland, FL 33803
Term Expires: 11/2024
boardmember5@lakesidepreservecdd.org
Board of Supervisors
Meeting Dates:
FY 2024
October 25, 2023
November 15, 2023
December 20, 2023
January 17, 2024
February 21, 2024
March 20, 2024
April 17, 2024
May 15, 2024
June 26, 2024
July 17, 2024
August 21, 2024
September 18, 2024
Meetings will be held at:
Heritage Baptist Church
4202 Pipkin Creek Rd, Lakeland, FL 33811
at 11:30 a.m.
Management Services
PFM Group Consulting LLC.
PFM Group Consulting LLC has extensive experience providing consulting and management services to special districts located throughout Florida. Our firm provides services at every stage of a district’s life from establishment to full development. We offer Financial Advisory Services and District Management Services (including Administrative Services, Accounting, Minutes and Public Records Services, and Lien Book & Tax Roll Services) to over 50 CDDs throughout the state of Florida.Services
Levels of service of program operations within the District are directly related to the annual operating budget. Program services include:
- Community appearance
- Recreational facilities
- Street lighting
- Infrastructure administration
During the fiscal year staff monitors the budget to maintain operational efficiency. During the annual budget process staff reviews what was budgeted against what was actually spent, and recommends increases and decreases in service levels. The Board of Supervisors, with input from the public, reviews staff’s proposals and has the final decision for the budget constraints that will determine the levels of service. The budget process typically begins in the spring and concludes in the summer, after a public hearing to ensure resident participation. Staff actions are directly related to those restrictions placed within the annual operations and maintenance budget for each fiscal year.
Service Levels
The District Manager’s responsibilities include:
- Mandatory – This service is required either by regulatory permit or other specific requirements.
- Essential – Those program services funded above the mandatory level and considered important to the residents.
- Discretionary – Those services funded and which can be reviewed for sufficiency, based on service commitment by the community and the cost of the service being provided.
Links
State
- Department of Community Affairs
- Department of Environmental Protection
- Department of Financial Services
- Department of Transportation
- Ethics Laws
- FDLE (Florida Department of Law Enforcement)
- Fish & Wildlife Commission
- Florida State Government
- Southwest Florida Water Management District SWFWMD
- Statute – 218.32 – Financial Matters
Contact Info
Lakeside Preserve CDD
3501 Quadrangle Blvd., Suite 270
Orlando FL 32817
Tel: (407) 723-5900
Registered Agent
Jane Gaarlandt
3501 Quadrangle Blvd., Suite 270
Orlando, FL 32817
Records District Custodian
PFM Group Consulting LLC
3501 Quadrangle Blvd., Suite 270
Orlando, FL 32817
(407) 723-5900
recordrequest@pfm.com
For estoppel and payoff requests, please email: estoppels@pfm.com
Questions or concerns relating to CDD facilities and programs:
Jane Gaarlandt, District Manager
gaarlandtj@pfm.com
Email the District Manager
For estoppel and payoff requests, please email: estoppels@pfm.com
Florida Public Records Notice: Emails to and from Community Development District’s are public record according to Section 119 Florida Statutes. For more information, please see http://www.myflsunshine.com/.
Note: Under Florida law, email addresses are public records. If you do not want your email address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing.
