Lakeside Preserve Entrance Sign

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.

 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

Lakeside Preserve Community Development District
  • Jane Gaarlandt, District Manager
  • PFM Group Consulting LLC
  • 3501 Quadrangle Blvd., Suite 270,
    Orlando, FL 32817
  • 407-723-5900

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.

Public Records

District Documents

Agenda

Fiscal Year 2022

  • 10-14-21 – Cancelled
  • 11-11-21 -Landowners’ Meeting – PDF | RTF
  • 11-18-21 – PDF | RTF
  • 12-9-21 – PDF
  • 1-13-22
  • 2-10-22
  • 3-10-22
  • 4-14-22
  • 5-12-22
  • 6-9-22
  • 7-14-22
  • 8-11-22
  • 9-8-22

Fiscal Year 2021

  • 10-8-20 Meeting Cancelled
  • 11-12-20 Meeting Cancelled
  • 11-24-20 PDF | RTF
  • 12-10-20 Meeting Cancelled
  • 1-14-21 Meeting Cancelled
  • 2-11-21 Meeting Cancelled
  • 3-11-21 Meeting Cancelled
  • 4-8-21 Meeting Cancelled
  • 5-13-21 PDF | RTF
  • 6-10-21
  • 7-8-21
  • 8-12-21 PDF | RTF
  • 9-9-21 PDF

Fiscal Year 2020

  • 1-9-20 PDF | RTF
  • 1-9-20 Updated Agenda PDF | RTF
  • 2-13-20 Meeting Cancelled
  • 3-12-20 Meeting Cancelled
  • 4-9-20 Meeting Cancelled
  • 5-14-20 PDF | RTF
  • 6-11-20 Meeting Cancelled
  • 7-16-20 PDF| RTF
  • 7-16-20 Updated PDF | RTF
  • 8-13-20 Meeting Cancelled
  • 9-10-20 Meeting 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

Additional District Documents

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

Budget

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

  • Fiscal Year 2021 Adopted DS Budget
  • Fiscal Year 2021 Adopted O&M Budget
  • Proposed DS Budget
  • Proposed O&M Budget
  • Fiscal Year 2020
  • Adopted O&M Budget
  • Adopted Debt Service Budget
  • Adopted O&M Assessment Schedule
  • Adopted Revised O&M Budget
  • Fiscal Year 2019
    •  Amended Adopted
    •  Adopted O&M Budget

BOARD INFORMATION

  • Lee Saunders
    Lee Saunders Chairman

    5529 U.S. Highway 98 N.

    Lakeland, FL 33809

    Term Expires: 11/2021

    boardmember1@lakesidepreservecdd.org

  • D. Joel Adams
    D. Joel Adams Vice Chairman

    3020 South Florida Avenue, Suite 101

    Lakeland, FL 33803

    Term Expires: 11/2021

    boardmember2@lakesidepreservecdd.org

  • Brian Walsh
    Brian Walsh Assistant Secretary

    3020 South Florida Avenue, Suite 101

    Lakeland, FL 33803

    Term Expires: 11/2021

    boardmember3@lakesidepreservecdd.org

  • Dan Lewis
    Dan Lewis Assistant Secretary

    3020 South Florida Avenue, Suite 101

    Lakeland, FL 33803

    Term Expires: 11/2023

    boardmember4@lakesidepreservecdd.org

  • Jeff Shenenfield
    Jeff Shenenfield Assistant Secretary

    3020 South Florida Avenue, Suite 101

    Lakeland, FL 33803

    Term Expires: 11/2023

    boardmember5@lakesidepreservecdd.org

Board of Supervisors
Meeting Dates:

FY 2022

October 14, 2021

November 11, 2021

December 9, 2021

January 13, 2022

February 10, 2022

March 10, 2022

April 14, 2022

May 12, 2022

June 9, 2022

July 14, 2022

August 11, 2022

September 8, 2022

Meetings will be held at:

Offices of Highland Homes,
3020 S. Florida Avenue, Suite 101,
Lakeland, Florida 33803
at 11:30 a.m.

Management Services

PFM Group Consulting LLC.

pfm logoPFM 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.

Contact Info

Lakeside Preserve CDD
3501 Quadrangle Blvd., Suite 270
Orlando FL 32817
Tel: (407) 723-5900

www.lakesidepreservecdd.org

District Manager
Jane Gaarlandt
gaarlandtj@pfm.com

Records District Custodian

PFM Group Consulting LLC
3501 Quadrangle Blvd., Suite 270
Orlando, FL 32817
(407) 723-5900
recordrequest@pfm.com

Questions or concerns relating to CDD facilities and programs:
Jane Gaarlandt, District Manager
gaarlandtj@pfm.com
Email the District Manager

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.

ADA Compliance Seal

Fiscal Year 2022