Lakeside Preserve Entrance Sign

Lakeside Preserve Community Development District

Est. 2014 Located In Polk County, Florida

Welcome

Welcome to the official web site for the Lakeside Preserve Community Development District (CDD). This site is funded on behalf of the Community Development District in an effort to help educate the general public about the services provided by the district, and to highlight the other agencies involved in the day-to-day operations of the community.

Lakeside Preserve Community Development District Disclosure

Please be advised that the Lakeside Preserve Community Development District (the “District”), a local unit of special purpose government created under Florida law, has constructed and is responsible for the maintenance of certain improvements, infrastructure and facilities within the District. The District financed this construction through the sale of tax-exempt bonds, a form of public financing. As a result, and in accordance with applicable federal and state law, all District owned improvements, infrastructure and facilities are and shall remain open and accessible to the general public. Should you have any questions on this matter, non-resident user fees applicable to District recreational facilities, or any other general District issue, please feel free to contact the District Manager.

Lakeside Preserve Community Development District
  • Jane Gaarlandt, District Manager
  • PFM Group Consulting LLC
  • 12051 Corporate Blvd
    Orlando, FL 32817
  • 407-723-5900
  • Gaarlandtj@pfm.com

Public Records

District Documents

Agenda

Fiscal Year 2020

Fiscal Year 2019

Fiscal Year 2018

Audits

As the District’s audited financial statements are prepared by an independent auditor, and accepted by the Board, we will post them on the website for your information. If you are interested in an audit for a previous fiscal year, please contact the District Office. For more information on audits, please visit http://www.myflorida.com/audgen/.

  • Fiscal Year 2018 Audit Report
    • PDF | RTF

Additional District Documents

Minutes

Fiscal Year 2020

Fiscal Year 2019

Fiscal Year 2018

Budgets

The budget is a financial plan that serves as the basis for expenditure decision-making and subsequent control of expenditures. The plan strives to provide program services at the levels of service established by the Board during the budget process. However, the budget must also be flexible enough to account for unexpected events and expenditures. Otherwise, levels of service in other program areas may suffer to operate within the constraints of the overall budget.

Budget

  • Fiscal Year 2020
    • Adopted O&M Budget
    • Adopted Debt Service Budget
    • Adopted O&M Assessment Schedule
    • Proposed O&M Budget
    • Proposed Debit Service Budget
    • Proposed O&M Assessment Schedule
  • Fiscal Year 2018

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: 11/2021

    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:

October 10, 2019
November 14, 2019
December 12, 2019
January 9, 2020
February 13, 2020
March 12, 2020
April 9, 2020
May 14, 2020
June 11, 2020
July 9, 2020
August 13, 2020
September 10, 2020

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
12051 Corporate Blvd
Orlando FL 32817
Tel: (407) 723-5900

www.lakesidepreservecdd.org

District Manager

Jane Gaarlandt
gaarlandtj@pfm.com

Records District Custodian

PFM Group Consulting LLC.
12051 Corporate Blvd
Orlando, FL 32817

Victoria Martinez
martinezv@pfm.com
(407) 723-5900

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/.

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