PINE RIDGE PLANTATION
Community Development District November 19, 2019

Pine Ridge Plantation Community Development District
475 West Town Place, Suite 114, St. Augustine, Florida 32092 P: (904) 940-5850 • F: (904) 940-5899

November 13, 2019

Board of Supervisors Pine Ridge Plantation
Community Development District Dear Board Members:
The Meeting of the Board of Supervisors of the Pine Ridge Plantation Community Development District will be held Tuesday, November 19, 2019 at 6:00 p.m. at the Pine Ridge Plantation Amenity Center, 4200 Pine Ridge Parkway, Middleburg, Florida 32068. Following is the advance agenda for the meeting:

Roll Call
Audience Comments
Affidavit of Publication
Organizational Matters
Ratification of Resignation from Supervisor Haney
Appointment of a New Supervisor to Fill the Unexpired Term of Office (11/22)
Oath of Office for Newly Appointed Supervisor
Election of Officers, Resolution 2020-0 I
Approval of the Minutes of the September 17, 2019 Meeting
Public Hearing Adopting the Revised Rules of Procedure, Resolution 2020-02
Consideration of Resolution 2020-03, Approving Change of Designated Registered Agent and Registered Office
Ratification of Engagement Letter with Berger, Toombs, Elam, Gaines & Frank to Perform the Audit for Fiscal Year 2019
Consideration of Landscape Proposals
Other Business
Staff Reports
Attorney
District Manager
Engineer
Operations Manager - Report
Amenity Manager - Proposal for New Recumbent Bike
Audience Comments I Supervisor's Requests
Financial Statements
Balance Sheet and Statement of Revenues & Expenditures for the Period Ending October 31, 2019
Assessment Receipts Schedule

I

Approval of Check Register
Next Scheduled Meeting- 01/21/20@6:00 p.m. at the Pine Ridge Plantation Amenity Center
Adjournment

The fourth order of business is organizational matters. After the Board ratifies Ms. Haney's resignation, they can consider appointing a new supervisor to the unexpired term of office. At this time, the new supervisor will be administered the Oath of Office and the Board can consider appointing them as an officer of the District.

Enclosed for your review and approval is a copy of the minutes of the September 17, 2019 meeting.

The sixth order of business is the public hearing adopting the revised rules of procedure, which are enclosed along with a copy of Resolution 2020-02.

The seventh order of business is consideration of Resolution 2020-03, which is enclosed for your review.

The eighth order of business is ratification of audit engagement letter, which is enclosed for your review.

The ninth order of business is consideration of landscape proposals. A copy of the ranking sheet is enclosed for your review and a copy of the proposals are under separate cover.

Enclosed under the Operations Manager's Report is a memorandum.

Enclosed under the Amenity Manager's Report is a proposal for a new recumbent bike.

Copies of the Balance Sheet and Statement of Revenues & Expenditures, Assessment Receipts Schedule and Check Register are enclosed for your review.

If you have any questions, please contact me. Sincerely,
Evn.e,¢0-To-vvey Ernesto Torres District Manager

cc:	Jason Walters Peter Ma Darrin Mossing

Amy Hembree Chris Hall Rich Whetsel

2

AGENDA

Pine Ridge Plantation Community Development District
Agenda

Tuesday
November 19, 2019
6:00 p.m.

Pine Ridge Plantation Amenity Center
4200 Pine Ridge Parkway Middleburg, Florida 32068
District   Website: www.pineridgeplantationcdd.com

Roll Call

Audience Comments

Affidavit of Publication

Organizational Matters
Ratification of Resignation from Supervisor Haney

Appointment of a New Supervisor to Fill the Unexpired Term of Office (11/22)

Oath of Office for Newly Appointed Supervisor

Election of Officers, Resolution 2020-01

Approval of the Minutes of the September 17, 2019 Meeting

Public Hearing Adopting the Revised Rules of Procedure, Resolution 2020-02

Consideration of Resolution 2020-03, Approving Change of Designated Registered Agent and Registered Office

Ratification of Engagement Letter with Berger, Toombs, Elam, Gaines & Frank to Perform the Audit for Fiscal Year 2019

Consideration of Landscape Proposals

Other Business

Staff Reports
Attorney

District Manager

Engineer

Operations Manager - Report

Amenity Manager - Proposal for New Recumbent Bike

Audience Comments I Supervisor's Requests

Financial Statements
Balance Sheet and Statement of Revenues & Expenditures for the Period Ending October 31, 2019

Assessment Receipts Schedule

Approval of Check Register

Next Scheduled Meeting - 01/21/20 @ 6:00 p.m. at the Pine Ridge Plantation Amenity Center

Adjournment

THIRD ORDER OF BUSINESS

about:blii.nk

PUBLISHER AFFIDAVIT
CLAY TODAY
Published Weekly Orange Park, Florida

STATE OF FLORIDA COUNTY OF CLAY:

Before the undersigned authority personally appeared Jon Cantrell, who on oath says that he is the publisher of the
"Clay Today" a newspaper published weekly at Orange Park in Clay County, Florida; that the attached copy of advertisement being a

NOTICE OF MEETING

in the matter of

NOVMEETING

LEGAL: 45111	ORDER: 305284	

was published in said newspaper in the issues:
11/07/2019

Affiant further says that said "Clay Today" is a newspaper published
at Orange Park, in said Clay County, Florida, and that the said newspaper has heretofore been continuously published in said Clay County, Florida, weekly, and has been entered as Periodical material matter at the post office in Orange Park, in said Clay County, Florida, for period of one year next proceeding the first publication of the attached copy of
advertisement; and affiant further says that he has neither paid nor promised any person, firm or corporation any discount, rebate, commission or
refund for the purpose of securing this advertisement for publication in
the said newspaper.

Sworn to me and subscribed before me 11/07/2019.
JOl,A_ kM'-.Q..
NOTARY PUBLIC, STATE OF FLORI1t.J

3515 US HWY 17 Suite A, Fleming Island FL 32003 Telephone (904) 264-3200 - FAX (904) 264-3285
E-Mail: Christic@opcfla.com

Notice of Meeti ng;
Pine Ridge Plantation .
Commwrlty Deveiopment District

i

The regular meeting of the Boar_d of Supervisors of  the  Pine  ·Ridge Plantation Community Development' District will ..be held on ·Tu esday, ' November 19, %01 !1.at 6:00 p.l!I. at the ' Pine · Ridge Pl tation · Amenity Center, 42(1 / Pine Ric)ge ·Parkway,
Middleburg; \ Florida 32068. T.be l
meeting  is :open  to .the  public and
- ,viii be.condu cted in accordance with
the provi io11s .Clf .Ji'l1>rid    .a  Law for,
.      Community  :bevelopmenf:bistricts. A  \
copy  of  the  agenda-   fo.r  this  meeting  i
may .be obtained from . the District 1· Manager, at 475 West Town. Place, Suite 114, St Augustine : FL 32092 . (and . phone . (904) 940-5850). ..This meeting may be continued to a date, time, and place to be spe /!led on the record at the meeting. _,
Any ·    pe_rso    n      requiring. ..  special accommodations at this. meeting because of a disability or physical impairment   should   contact :   the Dist rict · Office at (904) 940-5850 at least two cale ndar .days prior .to the meeting. If you are hearing or speech impaired, please contact the Florida Relay ervice at l-S00-955-8770,  for aid in contacting the District Pffice. Each  person  who  decides  to1¥ ,>? eal any action taken at these meetings is advised    that   person   will   .need   a
record of the. proceedings and that accordingyl, the person may need to ensure that a verbatim record of the proceedings  is  made,  including the

l,.

: testimony and evidence upon which such appeal is to be based.
··	.	Ernesto   Torres
:	.  District. \'.fiager
;  Legal 45111 published Nov 1·; 2019 in
' Clay County's Clay Today newspaper
i	 	

l of 1	10/21/2019, 2:15 PM

about:blank

STATE OF FLORIDA COUNTY OF CLAY:

PUBLISHER AFFIDAVIT
CLAY TODAY
Published Weekly Orange Park, Florida

NOTICE OF RULE DEVELOPMENT
:BY THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT
In accord with Chapters 120 and 190
Florida Statutes,  the  Pine . Ridg P(ant_aiion  Community Development
. D1stnct ('Disrrict") hereby  gives notice  '.o f   its   intention   to  develop
. Amended_ and Restated Rules of Procedure to govern the  operations of the District.
The Amended and Restated Rules of Igcr,edure will addres s such areas as

Before the undersigned authority personally appeared
Jon Cantrell, who on oath says that he is the publisher of the "Clay Today" a newspaper published weekly at Orange Park in Clay County, Florida; that the attached copy of advertisement being a

NOTICE OF RULE DEVELOPMENT

in the matter of

RULES OF PROCEDURE

LEGAL: 44992	ORDER: 304510	

was published in said newspaper in the issues:
10/10/2019

the··Board of Supervisors, officers
nd voti_ng, district offices, public information and inspection of records, policies, public meetings, , heanngs _and workshops; rulemaking proceedrngs and competitive purchase including procedure under the	Consultants Competitive Negotiation     _Ac t,	procedure regarding auditor selection purchase	of insurance' pre-qualification,· constructio contracts,. ._goods, supplies  and IIQ_it rials, ..maintenance . services cciiiti-actual se rvices and  prates with respect to proceedings, as well as any other area of the general operation of the District.
The pui:pose and effect of the Amended and Restated Rules of Procedu' re   .is to provide  for efficient and efi"ecti e l)istrict operations and to eniure..compliance with recent cha i:5,Jo  f orld_a   law.  The  legal auth,;m,ty ,f or: the adoption of the propo_sed": Anii, nded and  Restated Rt ·}s of :i>ioce d.ure includes sections 190;011(5),/  190;011(15)and   190.035
Fl rida .Sti)l,utes (2019.) The specifi
_  I    ws,. i!":f>l lll«ntec;I  in   tl_ie  A_lllended

and  ·Restated   Rule·s    of Procedure
include.,      ut     are     not    limited  to,

Affiant further says that said "Clay Today" is a newspaper published
at Orange Park, in said Clay County, Florida, and that the said newspaper has heretofore been continuously published in said Clay County, Florida, weekly, and has been entered as Periodical material matter at the post office in Orange Park, in said Clay County, Florida, for period of one year next proceeding the first publication of the attached copy of
advertisement; and affiant further says that he has neither paid nor promised any person, finn or corporation any discount, rebate, commission or
refund for the purpose of securing this advertisement for publication in
the said newspaper.

..,·   /
_,,,,,      -L /
(..,.-,.•

sections  .112.,08  112.3143, 112.31446,
112,314.5,  119. 07,   119.0701, 189.053,
189.069(2)(all6.     190.006,    190.007,
190.008,     190.011(3),   190.011(5),
190.011(15), 190.033, 190.035, 218.33,
218.391,  255.05,  255.0518, 255.0525,
255.20.  286,0105, 286.011, 286.0113,
286.0114,     287.017,     287.055    and
287.084, Florida Statutes (2019).
A copy of the proposed Amended and Restated·  Rules  of Procedure may be
_ obtained by contacting the  District Ma nage r, c/o · Governmental Management · Services, 135 W. Central . Boulevard, Suite 320, Orlando, Florida 32801, Phone: (904)
940-5850.
.Ernesto Torres, District Manager
.	Pine Ridge Plantation
..Community Development District Legal 44992 published Oct 10, 2019 in Clay County's Clay Today newspaper

Sworn to me and subscribed before me 10/10/2019.
CJU..v--J
NOTARY PUBLIC, STATE OF FLORID

3515 US HWY 17 Suite A, Fleming Island FL 32003
Telephone (904) 264-3200 - FAX (904) 264-3285
E-Mail: Christie@opcfla.com

I ofl	10/1/2019, 2:11 PM

about:blank

PUBLISHER AFFIDAVIT
CLAY TODAY
Published Weekly Orange Park, Florida

STATE OF FLORIDA COUNTY OF CLAY:

Before the undersigned authority personally appeared Jon Cantrell, who on oath says that he is the publisher of the
"Clay Today" a newspaper published weekly at Orange Park in Clay County, Florida; that the attached copy of advertisement being a

NOTICE OF RULEMAKING

in the matter of

RULES OF PROCEDURE

LEGAL: 44993	ORDER: 304512

NOTICE OF RULEMAKING REGARDING THE A MENDED AND RESTATED RULES OF PROCEDURE.OF
.	THE PINE RIDGE
PLANTATION COMMUNITY ·
DEVELOPMENT DISTRICT
A publi.c hearing wiH  be  conducted by the Board . of SupeI"Visors of the Pine Ridge Pl;mtation Community Deve.Jopment Distric.t ("Distric.t··) .on November 19, 2019 at6:00  p;m,  at  the P ine • ·Ridge ·. I>lantation Amenity Center, 4200 Pine Ridge Parkway, Middleburg, Florida :!206B. .

the

In accord with .Chapiers 120 and 190, Florida  Statu  f  Districl  hereby gives the public'notice of its intent to ad9pt its .. prOpllsed Amended · and Restated a ul.es of Procedure. The purpose arid effl!Ct o[Jhe proposed Amended ·..•. ;ind   Restated    Rules·  of
Procedure is to provide for efficient

Sections 112.08, 112.3143, 112.31446,
112.3145,   llS.07,   119.0701, _ 189.053,
189.069(2.)(a)l6,   .190.006,    190.007,
190.008,. 190.011(3), 19.0.011(5),
190.011(15), -190.033, 190.035, 218.33,
21B.391,  255.05, • 255.0516,  255.0525,
255.20,  286.0105,  28!i.011,- 286.0113,
286.0114,     287.017,   .  287.055   and
, Florida Statutes (2019). .
A copy of the proposed Amended and Restated .Rules of Procedure may be obtained by contacting .th District Manager's _o ffice .at :Govre. nmental Management . Services, 135 . W. Central Boulevard,  Suite  320, Orlando, Florida 32801, or by calling (904) 940-5850..

I

Any peison who svishes to provide the District with a proposal. for a lower cost regulatory alternative as provided ·by : .Section · 120.541(1), Florida .: Sta tutes, : . must do so in writing witltjn t,ventyone (21) days after publication of this notice to the

and. effective District operations and \ District Manager' s Office.

was published in said newspaper in the issues:
10/17/2019

Affiant further says that said "Clay Today" is a newspaper published
at Orange Park, in said Clay County, Florida, and that the said newspaper has heretofore been continuously published in said Clay County, Florida, weekly, and has been entered as Periodical material matter at the post office in Orange Park, in said Clay County, Florida, for period of one year next proceeding the first publication of the attached copy of
advertisement; and affiant further says that he has neither paid nor promised any person, finn or corporation any discount, rebate, commission or
refund for the purpose of securing this advertisement for publication in the said newspaper.

(./

to ensure compliance . with recent changes to Florida law. Prior notice of rule development was  published in the Clay 'I'oday .on· o ctober 10, 2019.
The Amended  and Restated Rules of
. Procedure may addre ss  such are s
. as the Board of SupeI"Visors, ·office rs and voting, district ·offices , public information  and  inspection  of records,    policies,·· public   meetings.
hearin gs and workshops, rulemaking proceedings and competitive purcha se including procedure under the Consultants Competitive Negotiation Act, procedure regarding    auditor     selection, p u·r c h a s e of insurance, pre-qualification. .c onstr uction contracts, goods, supplies and materials, maintenance services, contractual services and protests with respect to proceedings, as well as . any other area of the general operation of the District.
Specific legal  authority  for  the adoption of·the proposed amended and Restated Rules of Procedure includes     ·sections      190.011(5),
190.011(15) ·•a nd 190.035, Florida Statutes (2019). The . specific laws implemented -ln the Amended and Restated .· Rules of Procedure include,·   but   are    not   limited   to,

This public hearing may be continued to a· date, time, and place to be specified on the record at the hearing without additional notice. If
. anyone chooses . to appeal any decision of the Board with respe ct to any matter _ considered at a . publ ic hearing,   such   person  ·wm     need   a
record of the· proceedings and should accordingly ensure that .a verbatim record of the proceedings is made which · includes the · testi mony· and · evidence uponwhich  such  appeal  is to be based. At "the hearing, staff or SupeI"Visors may participate in the public hearing by speaker telephone.· Pursuant to the provisions of. the Ameri cans·with Disabiiities Act, any person	requiring	special accommodations at this meeting because of a disability or physical impairment should contact  the District Manager's Office at least forty-eight {48) hours prior to the-· meeting. If you are hearing or speech impaired, please contact the Florida Relay SeI"Vice at 1 800..955-8771 or 1800-955-8770 for· aid in · contacting the District Office.
Pine Ridge Plantation Community
Development District Ernesta Torres, District Manager Legal 44!193 published Oct 17, 2019 in
Clay County's Clay Today newspaper

3515 US HWY 17 Suite A, Fleming Island FL 32003
Telephone (904) 264•3200 - FAX (904) 264-3285
E-Mail: Christie@opcflacom

l of 1	10/1/2019, 2:25 PM

FOURTH ORDER OF BUSINESS

B.

J. Casanova

Paul

1754 Foggy Day Dr. Middleburg, FL 32221
(904) 589-1726
Paul JC asanova@yahoo .com

EDUCATION

Barry University- Dwayne Andreas School of Law 2010-2011
Orlando, FL
CERTIFICATION FOR STATE OF FLORIDA MEDIATOR

IN TRO
Seeking a position with the PineRidge Community Development District Board of Supervisor. Proficient in
con tracts , compliance, legal

Friends University

2004-2005

interpretation and customer

Wichita, KS
MASTERS OF BUSINESS LAW (M.S.B.L.)		relations. Ability and knowledge
to ensure compliance with the	
EMPHASIS: CONTRACTS THESIS: COMPLIANCE		policies governing	
		assigned contracts and	
Presidents College School of Law	2001-2003	adherence with contractual	
Wichita, KS
LAW SCHOOL IN PURSUIT OF JURIS DOCTORATE		obligations. Extremely
competent in contract law, CCD	
		and HOA practices and	
Metropolitan State University In Denver	1992-1996	procedures.	

Wichita, KS
BACHELOR OF SCIENCE IN CRIMINAL JUSTICE AND CRIM INOLOGY EMPHASIS : PROBAT ION AND PAROLE
MI NOR: POLITICAL SCIENCE

EXPERIENCE

Independent Compliance Consultant L 2010- Presnt
Self-Employed
Co ntract with multip le publicly traded an d private corporatio ns to provide business comp liance, corporate guidelines and  regulatory  adhere nce  as app licable. Function as an agent for various corporat ions. Negotiate and dr af t contracts . Respons ible for formulating and im plemen ting policies and proced ures. Conduct legal research and corporate filings including SEC, corpo ra tion formation with the Secretary of State. Liaison betwee n corporatio n and any outside law firms or in -house legal depa rtments.

CERTIFI CATI ON S
Ansbache r Educa tion HOA and Condominium Boa rd of Directors Cer tification
Certified State of Florida Mediator
Attended numerous seminars and courses on contract, compliance, research, mediation , con flict resolution , legal rules and regulations , victim support, advocacy, cult ural diversity, supervision, policies and procedur es.

VOLUNTEER

PineRidge Homeowners Association Vice President - Middleburg, FL

02/2018-Present

Coach - Oakleaf Recreational Baseball League 2018-2019 Volunteer - Oakleaf Recreational Baseball League Present Volunteer- Tynes Elementary School	Present

CHRISTOPHER DORMAN
4894 Creek Bluff Lane· 904-710-2930

chris@orangeparkcc.com

TO WHOM THIS MAY CONCERN ,

I want to thank you for taking the time to read my resume and considering me for the CDD Board of Supervisors vacant position. While my hope is that I will be able to join you as a Supervisor, I am confident that whomever you choose, will do an impeccable job in this role.

While I believe I possess many skills that will benefit the Board of Supervisors and this community, I believe my strongest are my leadership, communication, and people skills. I understand the need to listen, think critically, problem solve, and show empathy while being honest in all ventures and rel at ionship s. I have several years of experience public speaking and writing in a professional setting. These skills I believe work for my benefit as a potential Supervisor candidate.

It has always been a desire of mine to serve the community in a public arena in a leadership or political position. I believe that my strong work ethic, integrity, and ability to forge relationships are important attributes to those who seek to serve within their communities.

I would very much like to answer any questions you may have for me and prove to  you the great asset I can be as a Supervisor on your Board. I look forward to speaking with you and I can be reached by email at chris@ora ngeparkcc .com or by phone 904-710- 2930.

Best Regards, Chris Dorman

CHRISTOPHER	DORMAN
4894 Creek Bluff Lane· 904-710-2930
chri s@ orangeparkcc.com

You will find that most of my professional experience is limited to the minist ry . My passion is people and	 I believe my experiences as a minister have helped me better evaluate and respond to the needs of
those around me.

EXPERIENCE
JANUARY 2012 TO PRESENT
ASSOCIATE M INISTER , ORANGE PARK CHRISTIAN CHURCH
Each week, I work with the lead pastor and volunteers to plan and implement our Sunday service. I lead the praise team as the acoustic guitar player and lead vocalist. I regularly recruit, t rai n, and lead volunteers for various church positions such as mentoring, t eaching, A/V
equipment, first impressions team and community outreach commi tt ees. I create and manage all the church graphic and video needs, social media networks, and marketing efforts. I also lead various Bible studies and home fellowship groups throughout the week.

AUGUST 2006-JANUARY 2012
WORSHIP M INISTER, MASTER'S WAY CHRISTIAN CHURCH
My main responsibilities were to  plan and implement a worship service each Sunday that included various methods of congregational involvement and multimedia. This included creating promotional videos for upcoming sermon series and themes as well as upcoming events . I led the worship team and played acoustic guitar and led vocals.

SEPTEMBER 2008- JANUARY 2012
SUPERVISOR, PREMIERE PARKING
I supervised the valet service located at the Emergency Room of Georgia Regents Medical Center. These dut ies included scheduling staff, regularly training and meeting with staff to ensure compliance and excellence and mediating and solving disputes from cust omer s.

EDUCATION
PRESENT
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, UNIVERSITY OF FLORIDA
I am due to graduate after the fall 2020 semester . I currently have a 3.0 GPA.

FALL 2017
ASSOCIATE OF SCIENCE IN BUSINESS ADMINISTRATION, FLORIDA STATE COLLEGE OF JACKSONVILLE
I graduated with a 3.2 GPA and made the Dean's List 3 times while I was a student.

CERTIFICATIONS
While at Florida State College of Jacksonville, I was certified in the following areas:
CSCMP Certification in Supply Chain Management Principles
CSCMP Certification in Customer Service Management
CSCMP Certification in Warehouse Operations
Technical Certificates in Entrepreneurship, Business Operations, Business Specialist, and Business Management

SKILLS

Strong leadership and management proficiency
Motivated by integrity and honesty

Excellent speaking and writing abilities
Ability to work on a team and motivate

ACTIVITIES
One of my passions is community involvement and betterment. I have led multiple efforts to feed and clothe those who are less fortunate in Clay county. I have organized and recruited volunteers for food giveaways at our church where we partnered with other organizations like Feeding Northeast Florida, Farmshare and Lutheran Social Services. I also regularly volunteer with First Coast Women's Services and lead volunteer groups that help with FCWS events throughout the year. A couple of times a year, I assist in organizing a group of volunteers that sort food at the Feeding Northeast Florida Warehouse.

When I'm not involved in ministry and volunteer opportunities, I enjoy spending time with my wife and two young daughters. I play golf and will readily admit that I'm not very good. I'm a big fan of Florida Gator sports, the Jacksonville Jaguars, and Duke basketball.

2

Joseph F. Grassia Petty Officer First Class United States Navy

Dear Pine Ridge COD,

Hello. T would  like to  be appointed  to the open  Board  seat on your panel. l believe that I am the perfect fit for th is position. Most recently as Pine Ridge HOA Board  Pres ident , and  through my direction and le aders h i p, our Board was directly responsib  le for the reduction in outstanding assessments  from  over 55%  down to 3% within 16 months. Throughout my l9+ year Naval career,
I have had extensive experience with budget  management,  product requis i tio n, and numerous bigh stress le adersh i p roles.

I  am  a  big  proponent  of   positive  change,  both  in  my personal and professional I ife. As a  resident,  I  have  sat  on  the opposite  side  of  the  CDD  Board  and  have  seen  some   positive things come from their d i rect io n. I believe my outlook and  vision would fu1ther aid in the improvement of our community which
wou ld have direct positive impact on our residents. Please feel free to ask me any questions you may have.

Thank you for your consideration.

Joe Grassia

1430 Lante rn Light Trail, Middleburg Fl TEL	757-383-2626
Email Joegrassia@yahoo.com

Joseph F. Grassia

1430 Lantern Light Trail, Middleburg, FL 32068 • 757.383.2626 • JoeGrassia@yahoo.com

PROFESSIONAL SUMMARY:

Flexible	Safety Minded	Quality	Team Player	Resilient	
Leader	Self-Starter	Assurance
Relocate	Adaptability	Quick Leamer	
Technical	Logistics	Training	Data Analysis	Positive	

A versatile and quality-driven professional who fuses personnel management and technical training with over nineteen years of hands-on avionics experience. Offers employers a track record of delivering  meticulous  technical acumen with a demonstrated ability to conceptualize forward-thinking strategies during complicated situations, which produce practical and cost-effective results.

Acumen

EDUCATION:
Penn State University- State College, PA
Associates Degree (Anticipated Graduation 2022)
PROFESSIONAL EXPERIENCE:
United States Navy- Brunswick, ME; Virginia Beach, VA;

2018 - Current

Jacksonville, FL	May 2000 - Current
Tool Program Coordinator
Managed inventory for over 8000 aeronautical tools and support equipment, cutting budget spending costs by 90 percent while increasing direct access to replacement equipment by 75 percent.
Production Control Supervisor
Managed production efforts for largest Naval Intermediate Repair Site in SE United States, processing over 30,000 maintenance actions while safely executing 161,000 man-hours, reducing backlog by 55%.
Supervised 280 technicians in the operation and repair of the P8-A Poseidon Electronic Warfare Systems, which is the Navy's newest and most advanced an ti- s ubmar ine warfare aircraft.
Management of the maintenance department of the P8-A Avionics Systems to include communication/navigation, RADAR, tactical air navigation, and suppo1ting electronic warfare systems.
Metrology Program Manager
Managed the scheduled and unscheduled calibration requirements for 8,865 items.
During my management, achieved a Naval Fleet-wide low overdue rate of .47 perce nt.
Rewrote local program procedures ensuring strict program compliance in accordance with Naval Aviation Maintenance Program.
Anti-submarine/Mirco-miniature Repair Branch Leading Petty Officer
Led seven supervisors and 98 technicians encompassing over 22917 man-hours in comprehensive inspection and repair of P-3/P-8/H-60/C-l 30 weapon and life support systems, aeronautical components, support equipment, and calibration services valued at over $15 million.
Assigned shift schedules, determined workload priorities and made adjus tments based on constantly changing operational commitments.
Aviation Electronics Technician
Intermediate level avionics maintenance on H-60 Helicopters, P-8, and P-3 COMM/NA V, RADAR and TACAN systems.
Performed detailed maintenance on digital data and aircraft integrated electronic systems.
Troubleshooting and repair of electronic circuits, antennas, and transmission lines.
During high tempo flight operations and minimal logistical support, completed l 77 F/A-18, E-2C, EA-6B, and H- 60 Avionics component repairs, contributing to a 96.5% repair rate in support of Operation Enduring Freedom.
Read and interpreted complex prints, diagrams and schematics to properly troubleshoot aircraft components.
Managed several Naval Aviation Maintenance Programs (NAMP) including Tool Control, ESD, Calibration and Safety.
Managed maintenance verification and quality assurance checks for all repaired , ready-for-issue systems and subsystems.
Leading Petty Officer
Led 16 Avionics Technicians in the completion of over 3000 maintenance actions in suppmt of squadron's inaugural P-8A deployment to 7th fleet area of responsibility, encompassing 26 detachments with 4200 mishap free flight hours and a 99% mission completion rate.
As Squadron Transp01tation Coo rdinator, scheduled travel itinerary for 70 squadron personnel ensuring timely depa1tures from remote detachment sites. Ensured critical vehicle upkeep for 45 personnel.
Led administrative efforts in renewal and conversion of over 2400 qualifications managing 195 online training records.
Efforts directly resulted in exceeding naval deployment readiness standards by 150 % setting the Fleet standard.

Security Patrol
Provided armed physical security to 23 homeport ships, 38 tenant commands, over 20,000 sailors, civilian contractors and family members at perimeter access gates, piers, basin, beach front, housing entrances, fuel farm, and flight line.
Deployed Overseas
Operated at various foreign locations throughout six deployments during high demand operations. Helping preserve peace not only to our nation, but globally as well.

QUALIFICATIONS AND CERTIFICATES:
Secret Security Clearance
Lean Six Sigma Yellow Belt
NAMP Certified Quality Assurance Inspector (QAR)
Corrosion Control Technician School

Community Relations:
During my 2.5 years as elected President of Home Owners Association of over 1200 residents, managed a budget of
$70k+ annually while ensuring proper adherence to community rules and regulations. Reduced outstanding assessments from over 55 percent to 3 percent in 16 months.
Little League Baseball Manager - Coached 80 baseball players between ages 8-l 6 over six Little League seasons,
promoting teamwork and good physical fitness.
Boy Scout Den Leader - 150 hours - mentoring 9 youths in importance of positive citizenship, leadership, and self- awareness.
Stuff the Bus- Assembling backpacks with school supplies for underprivileged school-aged children- 37 hours
Ford's Colony Salute to Troops golf tournament- Benefit for Veterans and their families. 6 hours
Save the Chimps Bowl-A-Thon- $5135 raised in support oflaboratory animal rehabilitation.
Patterson Elementary School- Addressed  bullying and the importance of speaking  up with six classes of 5th  grade students.
Habitat for Humanity- Helped  with framing, painting, and trim  work of three homes built for low income  families.
Karate America Tournaments and Classes- Ring judge and instructor's assistant for 95 students, instilling confidence and discipline. 48 hours
Adopt-a-road Clean-up- 23 hours
Girl Scouts- 36 hours
o	Busy Bee School in Japan- Participated in school spo1is. 4 hours
o	NFL Draft Day at Everbank Field- Raised $9,572 in 9 hours for local charities.

Joseph F. Grassia

1430 Lantern Light Trail, Middleburg, FL 32068 • 757.383.2626 • JoeGrassia@yahoo.com

PROFESSIONAL SUMMARY:
A versatile and quality-driven professional who fuses personnel management and technical training with over nineteen years of hands-on avionics experience. Offers employers a track record of delivering  meticulous technical  acumen with a demonstrated ability to conceptualize forward-thinking strategies during complicated situations, which produce practical and cost-effective results.

Flexible	•	Safety Minded	•	Quality	•	Team Player	•	Resilient
Assurance
Leader	•	Self-Starter	•	Relocate	•	Adaptability	•	Quick Learner.
Technical	•	Logistics	•	Training	•	Data Analysis	•	Positive Acumen

EDUCATION:
Penn State University- State College, PA
Associates Degree (Anticipated Graduation 2022)
PROFESSIONAL EXPERIENCE:
United States Navy- Brunswick, ME; Virginia Beach, VA;

2018 - Current

Jacksonville, FL	May 2000 - Current
Tool Program Coordinator
o	Managed inventory for over 8000 aeronautical tools and supp01t equipment, cutting budget spending costs by 90 percent while increasing direct access to replacement equipment by 75 percent.
Production Control Supervisor
o	Managed production efforts for largest Naval Inte1mediate Repair Site in SE United States, processing over 30,000 maintenance actions while safely executing 161,000 man-hours, reducing backlog by 55%.
o	Supervised 280 technicians in the operation and repair of the P8-A Poseidon Electronic Warfare Systems, which is the Navy's newest and most advanced anti-submarine warfare aircraft.
o		Management of the maintenance department of the P8-A Avionics Systems to include communication/navigation, RADAR, tactical air navigation, and supporting electronic warfare systems.
Metrology Program Manager
o	Managed the scheduled and unscheduled calibration requirements for 8,865 items.
o	During my management, achieved a Naval Fleet-wide low overdue rate of .47 percent.
o	Rewrote local program procedures ensuring strict program compliance in accordance with Naval Aviation Maintenance Program.
Anti-submarine/Mirco-miniature Repair Branch Leading Petty Officer
o	Led seven supervisors and 98 technicians encompassing over 22917 man-hours in comprehensive inspection and repair of P-3/P-8/H-60/C-130 weapon and life supp01t systems, aeronautical components, support equipment, and calibration services valued at over $15 million.
o		Assigned shift schedules, detetmined workload priorities and made adjustments based on constantly changing operational commitments.
Aviation Electronics Technician
o	Intermediate level avionics maintenance on H-60 Helicopters, P-8, and P-3 COMM/NAV, RADAR and TACAN systems.
o	Performed detailed maintenance on digital data and aircraft integrated electronic systems.
o	Troubleshooting and repair of electronic circuits, antennas, and transmission lines.
o	During high tempo flight operations and minimal logistical support, completed 177 F/A-18, E-2C, EA-6B, and H- 60 Avionics component repairs, contributing to a 96.5% repair rate in support of Operation Enduring Freedom.
o	Read and interpreted complex prints, diagrams and schematics to properly troubleshoot aircraft components.
o	Managed several Naval Aviation Maintenance Programs (NAMP) including Tool Control, ESD, Calibration and Safety.
o	Managed maintenance verification and quality assurance checks for all repaired, ready-for-issue systems and subsystems.
Leading Petty Officer
o Led 16 Avionics Technicians in the completion of over 3000 maintenance actions in support of squadron's inaugural P-8A deployment to 7th fleet area of responsibility, encompassing 26 detachments with 4200 mishap free flight hours and a 99% mission completion rate.
o		As Squadron Transportation Coordinator, scheduled travel itinerary for 70 squadron personnel ensuring timely departures from remote detachment sites. Ensured critical vehicle upkeep for 45 personnel.
o	Led administrative effotts in renewal and conversion of over 2400 qualifications managing 195 online training records.
Effo1ts directly resulted in exceeding naval deployment readiness standards by 150 % setting the Fleet standard.

Security Patrol
Provided armed physical security to 23 homeport ships, 38 tenant commands, over 20,000 sailors, civilian contractors and family members at perimeter access gates, piers, basin, beach front, housing entrances, fuel farm, and flight line.
Deployed Overseas
Operated at various foreign locations throughout six deployments during high demand operations. Helping preserve peace
not only to our nation, but globally as well.

OUALIFICATI0NS AND CERTIFICATES:
Secret Security Clearance
Lean Six Sigma Yellow Belt
NAMP Certified Quality Assurance Inspector (QAR)
Corrosion Control Technician School

Community Relations:
During my 2.5 years as elected President of Home Owners Association of over 1200 residents, managed a budget of
$?Ok+ annually while ensuring proper adherence to community rules and regulations. Reduced outstanding assessments from over 55 percent to 3 percent in l 6 months.
Little League Baseball Manager - Coached 80 baseball players between ages 8-16 over six Little League seasons,
promoting teamwork and good physical fitness.
Boy Scout Den Leader - 150 hours - mentoring 9 youths in impo1iance of positive citizenship, leadership, and self- awareness,
Stuff the Bus- Assembling backpacks with school supplies for underprivileged school-aged children- 37 hours
Ford's Colony Salute to Troops golf tournament- Benefit for Veterans and their families. 6 hours
Save the Chimps Bowl-A-Thon- $5135 raised in support oflaboratmy animal rehabilitation.
Patterson Elementary  School- Addressed  bullying and the importance  of speaking up with six  classes of 51h grade students.
Habitat for Humanity-  Helped  with  framing, painting, and trim  work of three homes built for low income families.
Karate America Tournaments and Classes- Ring judge and instructor's assistant for 95 students, instilling confidence and discipline, 48 hours
Adopt-a-road Clean-up- 23 hours
Girl Scouts- 36 hours
Busy Bee School in Japan- Pa1iicipated in school spmis. 4 hours
NFL Draft Day at Everbank Field- Raised $9,572 in 9 hours for local charities.

 	Glenn M. Haney

4443 Oak Moss Loop Middleburg, Florida 32068

904-214-4047
ghaney204@aol.com

Seeking to Fill the Open Community Development District (CDD) Seat

In my position as a government servant I have obtained extensive knowledge as to the roles and responsibilities of the varying local government, agencies and service organizations. Through research and training, partly provided by my wife, former Board Member and PineRidge Plantation CDD Co-Chairwomen, Maria Haney, I am very familiar with the roles and responsibilities of Community Development Districts. I am also keenly aware of the difference in responsibilities the CDD has versus the community's Homeowners Association and the Board of County Commissioners. I am also well versed in the history of the Pine Ridge CDD, current projects and priorities. As a PineRidge Plantation homeowner since 2013, I have a key interest in the financial health of the district and in the maintenance aspects of the community for which CDD dues are paid. I believe in ensuring that community vendors are held accountable for the services which they have been enlisted for and that the CDD must take care to be fiscally conservative with the community's funds. In my role as a Vocational Rehabilitation Counselor, I also bring to the table my ability to deal with different personalities and temperments - a skill which can come in very much handy with the CDD. Given my skillset, knowledge, priorities and experience, I believe I would be a good fit for the open Supervisor Position.

Summary
Highly skilled counselor with exceptional background in administrative functions, case management, data analysis and in government and non-profit organizations. Capable of researching information and compiling data into a comprehensive format while maintaining attention to detail. Experience in public speaking, disseminating information to the public regarding available services. Extensive background in conflict management.

Professional Experience
Vocational Rehabilitation Counselor (Independent)
Prepare and maintain records and case files, including documentation such as clients' personal and eligibility information, services provided, nanatives of client contacts, or relevant conespondence.
Develop rehabilitation plans that fit clients' aptitudes, education levels, physical abilities, and career goals.
Monitor and record clients' progress to ensure that goals and objectives are met.
Confer with clients to discuss their options and goals so that rehabilitation programs and plans for accessing needed services can be developed.
Maintain close contact with clients during job training and placements to resolve problems and evaluate placement adequacy.
Confer with physicians , psychologists, occupational therapists, and other professionals to develop and implement client rehabilitation programs.
Arrange for physical, mental, academic, vocational, and other evaluations to obtain information for assessing clients' needs and developing rehabilitation plans.
Analyze information from interviews, educational and medical records, consultation with other professionals, and diagnostic evaluations to assess clients' abilities, needs, and eligibility for services.
Page 1 of 2

 	Glenn M. Haney

4443 Oak Moss Loop Middleburg, Florida 32068

904-214-4047
ghaney204 @aol.com

Develop and maintain relationships with community refenal sources, such as schools or community groups.

Locate baniers to client employment, such as inaccessible work sites, inflexible schedules, or transportation problems, and work with clients to develop strategies for overcoming these barriers.
Develop diagnostic procedures to determine clients' needs.
Collaborate with clients' families to implement rehabilitation plans, such as behavioral, residential, social, or employment goals.
Paiticipate in job development and placement programs, contacting prospective employers, placing
clients in jobs, and evaluating the success of placements.
Anange for on-site job coaching or assistive devices, such as specially equipped wheelchairs, to help clients adapt to work or school environments.
•	Manage budgets and direct case service allocations, authorizing expenditures and payments.
•	Collaborate with community agencies to establish facilities and programs for persons with disabilities.
Work History		
Vocational Rehabilitation Counselor
State of Florida	
Orange Park, FL	
2016 -	
Present	
Workforce Services Representative
Oasis Staffing (WorkSource)	
Fleming Island, FL	
2009 -	
2016	
Education				

Bachelor's Degree	Judson University	Elgin , IL

Page 2 of 2

Russell "Rooster" Hendrix 1312 Camp Ridge Ln. Middleburg , Fl. 32068 904-903-8583
Roost erhendri x@gmail .com

Summary
Personable Program Manager with an extensive history of creating strong and lasting national client relationships. My career in the physical/electronic security industry of over 27 years allowed me to hone my skills as a problem solver who specializes in effectively providing the right products and services that create long lasting value. I have a proven track record of customer focus and stakeholder management based on trust and delivering on promises . A res ult s- oriented professional with an extensive history of creating strong and lasting client relatio nships. Prior to full retirement, I worked 3 years in the Health Insurance industry working to help people through the maze of products offered in an ever-changing Health Insuranc e Market. My wife and I have been homeowners in Pine Ridge Plantation since March 2014 and I served on the HOA Board and the COD Board in prior years.

Health Markets, Inc.

Experience
Middleburg, FL	2018-2019

Independent Insurance Agent- Helping people in the community to make better informed decisions about health and other related insurance product s.

Combined Insurance of America
Licensed Insurance Agent	Middleburg, FL	2017 - 2018	

Bankers Life and Casualty
Licensed Insurance Agent	
Fleming Island, FL	2016-2017	
•		Responsible for guiding people through benefit planning focusing on Medicare, Long Term Car e, and Life Insurance.

Securadyne Systems formerly SecureNet
Program Manager 2005 - 2016

Carrollton, TX	1998- 2016

Responsible for orchestrating , coordinating and managing deployments across the US , Canada,  and Europe
Focus on account growth and profitability
Create and Maintain standardized solutions and installation practices
Worked virtual in the PMO for 3 years
Client systems included access control, video management , VOiP communications, Visitor Management, and network integration
Lead program teams consisting of techni cians , project managers , and subcontractors System Design Specialist 1998-2005
Reviewed project specifications
Assisted Sales Team to conduct needs analysis
Developed integrated security technology solutions for customers

Developed technical proposals
Collaborated with Sales in client presentation
Pinkerton Systems Integration	Carrollton, TX	1997-1998
Area Operations Manager
Responsible for assisting in opening of a new office in DFW area
Primary focus on strengthening and growing North Texas accounts
Responsible for installation and service departments and warehouse

Advanced Entry Systems/Sensormatic/STG	Carrollton, TX
Operations Manager 1996-1997

1989-1997

Responsible for day to day operations of the installation & service departments
Ensured continuity between operations team and sales team
Conducted reviews for Project Managers and technicians
Worked to enforce strong relationships with customers
Work project Manager to develop strong installation standards Sales System Engineer 1995 -1996
Reviewed project specifications
Assisted Sales Team to conduct needs analysis
Developed integrated security technology solutions for customers
Developed technical proposals Senior Project Manager 1990 -1995
Managed projects ranging from $50,000 to 1 million plus.
Clients consisted of mid to high rise office complex, US Customs, airports, Federal Reserve Bank, Utility Co.
Managed teams of6-10 technicians including subcontractors
Developed project budget
identified project risk, evaluate project impact
Procured al project deliverables
Communicated with primary stakeholders from project inception to closing
Managed project cost and budget changes
Insured completion of all contractual commitments Installation Technician 1989 -1990
Journeyman Electrician 1980-1989

Skills

Successfully develop and deliver multi-million dollar, multi-year programs.
Instrumental in the design and proposal preparation and high level program management for
many national and international clients.
Strong analytical decision making capabilities.
Coach and mentor customers and program team members in program management delivery
fundamentals and benefits.
Strong teamwork skills across internal, customer, supplier and geographically dispersed teams

Proactively identify risks and issues; lead the team to develop risk management and issue
management plans.
Monitor and manage change through formal change management processes and stakeholder relationship management
Lead program teams consisting of cross-f unctional1   regional and virtual groups; directly supervise staff; assign responsibility to members; monitor progress.
Broad knowledge of many top industry access control products and video management systems.
Skilled in Microsoft Word, Excel, Project, Visio, Power Point, SAP, and WeEstimate.

Education/Training

AA Science in Electronic Technology, 1989
Project Management Training, 1990
Software House CCure System 1 Plus Certification, 1992
Quality Service Skills Certificate, 1994
Focused Interviewing Certificate, 1995
Software House CCure System 1 Plus Advanced Certification, 1995
Cotag Distributor Certification, 1996
Software House CCure 800 Certification, 1997

Radionics Control Communicator
Certification, 1997
AMAG 350/450/550 Access Control Systems Certification, 1998
Open Options nPower MMS Certification, 2002
Open Options nPower DNA Certification, 2003
OnSSI Certified Channel Partner, 2007
lntransa Product Certification, 2009
CPSM Certification, 2013
Licensed Insurance Agent

Military

U.S. Navy, Jan. 1976 to Jan. 1980, Electrician's Mate. Responsible for maintaining and repairing power generation system and shipboard electrical systems.

Volunteer

2015-2017 Pine Ridge Plantation Owners Association - President
2015-2016 Pine Ridge Plantation Community Development District - Board of Supervisors

JEFF LEWIS

CDD BOARD MEMBER CONSIDERA TI ON

My family and I have lived in the Pine Ridge community since November 2009. We have enjoyed being a part of a growing community and look forward to its continued growt h.

Over the course of my career, I have had the opportunity to work in the railroad, civil and foodservice engineering industries. Currently, I'm self-employed as a Director of BIM Technology with a small company, FES, LLC. My position has allowed me the opportunity to also be involved with several organizat ions, such as FCSI (Foodservice Consultant Society International). I have been able to help with the process of setting up CAD and BIM/Revit Standards for the FCSI North America and FCSI Worldwide industries.
Recently, I was able to facilit at e the lighting project in the community by providing the necessary quotes and phases to the CDD board. Current ly, I'm working on a scope to help alleviate the traffic situation in the community.
Please fee l free to cont act me with any questions or concerns. Thank you for taking the time t o consider me for a position on the CDD board.
Jeff Lewis
4726 Pine Lake Dr.
Middleburg, FL 32068
Cell: 904-703-9308
Email: all jkl14@bellsouth.net

@
PROFESSIONAL
SUMMARY

Matthew Lohse
(904) 955-0161 IE:  matthewlohse@yahoo.com
Middleburg, FL 32068

OBJECTIVE: To fill upcoming vacant seat for Pine Ridge Plantation COD Board of Supervisors.
Efficient Management Professional proficient in, leading and motivating large teams to achieve strategic goals . Excellent budget management, human resources and analytical problem-solving abilities. Bringing strengths in relationship-building, agenda management and decision-making at the highest level.

SKILLS

Outstanding community leader
Staff management
Program oversight
Growth planning

Project management
Public safety and security
Operations management
Budgeting and finance expertise

WORK HISTORY

UNMANNED AVIATION OPERATOR TRAINING LEADING CHIEF
US Navy I J acksonville , FL

09/1999 to CURRENT

Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness
Identified and proactively solved internal problems related to employee turnover by revamping training approaches
Recognized and tapped talented staff to fill key positions and maximize productivity
Gathered and organized supplementary material to support structured lessons

COD BOARD SUPERVISOR AND CHAIRMAN
Pine Ridge Plantation COD J Middleburg, FL

04/2013 to 07/2015

Managed Pine Ridge Plantation O&M budget and expenses to ensure optimal district fiscal responsibili ty, resulting in cost savings that were leveraged to repair and replace district facilities including:
A $100k pool resurfacing project that came in $8k under budget
Leveraged a TECO gas agreement to subsidize $132k of the O&M
Initiated a request for proposals of lifeguard service and pool maintenance due to complaints and issues related to the staff and company. Resulted in better quality of work, larger and more defined scope of work and came in for less than previous vendor saving district over $25,000 annually
Approved the initial capital reserve study to assist with budget and funding of the capital reserve account to maintain district facilities
Established and maintained effective working relationships with city staff leaders, outside organizations and general public to provide optimal service and

EDUCATIOIN

protection. Results include:
Initiated staffing of Clay County off-duty sheriff for district security
Initiated a speed limit decrease on Wetland Ridge Circle that presented a safety concern. With the appropriate engineering plans the County approved dropping from the speed limit from 30 to 25 MPH

Approved Girl Scouts and Cub Scouts use of Amenity Center without fees bolstering ties with PRP residents utilizing a positive youth program
Addressed the safety and traffic concerns of the proposal to build a Charter School in PRP. Ensured the Clay County Commissioner, Clay Sheriff, and Clay School Board Chair were involved in the process to reduce impacts on the community and address the long bay extension
Ensured the PRP developer controlled COD and HOA were transitioned to resident control. Initiated the Board meetings moved to PRP amenity center in the evening vice Orange Park Marriot during the day to ensure residents could attend and have a voice in their community

Bachelor of Arts I Business Economics	07/2013
Ashford University Forbes School of Business, San Diego, California
Educated in the areas of Business Management, Accounting, Financial Management, Business Law and Economics.

Short Bio - Nelson Nazario

1968 - 1990: Intelligence Officer, US Army:

During a 22-year long career in the Army, I served in intelligence positions from detachment level through battalion, brigade, division, corps, echelons above corps and finally on the Joint Staff with the Defense Intelligence Agency. The majority of my career was spent at Ft. Bragg with the 82d Airborne Division and then the 1st Special Operations Command. I performed overseas duties in Vietnam, Germany, and Korea. My last assignment at the Pentagon saw me performing intelligence support functions on a worldwide basis for counterterrorism forces as well as the Joint Staff.

1990 - 1997: Area Security Manager, MVM Inc.:

Served as security officer/manager for an international security company. The company had responsibilities for providing security personnel, training and services to Department of State overseas locations, embassies and consulates.

1998 - 2005: Sales, CARMAX, Inc.

Performed sales functions from floor salesman, internet sales to team manager.

2006 - 2011: Security Officer, Transportation Security Administration.

Performed functions pertaining to inspection of baggage and cargo prior to boarding and shipping on American and foreign carriers.

D.

RESOLUTION 2020-01

A RESOLUTION DESIGNATING OFFICERS OF THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT
WHEREAS,   the   Board   of   Supervisors   of   the   Pine   Ridge Plantation   Community	        Development District at a regular business meeting held on November 19, 2019 desires to elect
the below recited persons to the offices specified.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT:

1. The following persons were elected to the offices shown, to wit:

James Oliver	 James Perry
James Oliver	 Patti Powers	  Ernesto Torres	  Ariel Lovera	 

Chairman
Vice-Chairman Secretary Treasurer
Assistant Treasurer

Rich Hans			Assistant Secretary Ernesto Torres	                                 James Perry

PASSED AND ADOPTED THIS 19TH DAY OF NOVEMBER, 2019

Secretary / Assistant Secretary	Chairman/ Vice Chairman

FIFTH ORDER OF BUSINESS

MINUTES OF MEETING
PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Pine Ridge Plantation Community Development District was held on Tuesday, September 17, 2019 at 6:00 p.m. at Pine Ridge Plantation Amenity Center, 4200 Pine Ridge Parkway, Middleburg, FL 32068.

Present and constituting a quorum were:

Matt Biagetti Maria Haney Jeff Arp Jerry Ritchie
Nancy McNulty

Also present were:

Ernesto Torres Jason Walters Chris Hall Maria Cranford

FIRST ORDER OF BUSINESS

Chairman
Vice Chaiiman Supervisor Supervisor Supervisor

District Manager
District Counsel (by phone) Operations Manager Amenity Manager

Roll Call

Mr. Torres called the meeting to order at 6:00 p.m.

SECOND ORDER OF BUSINESS	Audience Comments
There being no audience comments, the next item followed.
Mr. Ritchie joined the meeting.

THIRD ORDER OF BUSINESS	Approval of the Minutes of the July 30,
2019
Mr. Torres stated included in your agenda package is a copy of the minutes of the July 30, 2019 meeting. Are there any additions, corrections or deletions?

On MOTION by Mr. Biagetti seconded by Mr. Arp with all in favor the Minutes of the July 30, 2019 Meeting were approved.

September 17, 2019	Pine Ridge Plantation CDD

FOURTH ORDER OF BUSINESS	Consideration	of	Resolution	2019-08
Setting a Public Hearing Date to Adopt the Revised Rules of Procedure
Mr. Walters stated a copy of Resolution 2019-08 is included in your agenda package. There is also a short memorandum and a copy of the updated rules of procedure. Every three to four years, we like to come in and update the rules of procedure to make sure they are current with any changes in statutes.

On MOTION by Mr. Biagetti seconded by Mr. Arp with all in favor Resolution 2019-08 Setting a Public Hearing to Adopt the Revised Rules of Procedure on November 19, 2019 at 6:00 p.m. at the Pine Ridge Amenity Center, 4200 Pine Ridge Parkway, Middleburg, FL 32068 was approved.

FIFTH ORDER OF BUSINESS	Discussion of Capital Reserve Projects
Mr. Torres stated at the last meeting we were in discussion about where the board wanted to go with certain capital projects. I brought a copy of the capital reserve study. There is a lot of mentions of pool shade structures and the slide tower refurbishment. We certainly don't have to make any decisions tonight, but it is something to think about.
Mr. Biagetti stated I would probably like to spend some time with Maria and Chris outside of a meeting and do a full inspection. I think the entry signs and the monuments are starting to show some age again.

SIXTH ORDER OF BUSINESS	Update from MBS Capital Markets, LLC
Mr. Walters stated I have working with Sete at MBS Capital Markets. She is working on the credit package that we discussed at the last meeting. We have had some hiccups with that to make sure we are getting the cleanest possible report. There are a couple of clean up items that we are working on now and then we hope to get that package sent in the near future. The goal is to have something back to the board by the next meeting.

SEVENTH ORDER OF BUSINESS	Consideration of Down to Earth Proposal
on Island Improvements
Mr. Hall stated I was asked to get a proposal for sod but I haven't received it yet. The main thing is we have a credit from Down to Earth for $6,500 that we could put toward this.
Mr. Ritchie asked what is the $6,500 credit for?
Mr. Hall responded it is for pine straw that was never installed this year.

2

September 17, 2019	Pine Ridge Plantation CDD

Mr. Ritchie asked what month did they install the Asian Jasmine last year?
Mr. Hall responded I couldn't tell you. They probably installed it right after Steve left. Mr. Ritchie asked there was a year warranty on all of the plants, correct?
Mr. Hall responded no. I don't see any warranty in the past proposals. Mr. Ritchie stated we shouldn't have given them the contract.
Mr. Arp stated every other week with my job I am in Queens Harbor and Renaissance World Golf Village and I have been looking at their islands and they all have sod in them. On the ends they have bushes on the end and in the middle they just have sod.
Mr. Hall stated these are calling for three and seven gallon plants. They are irrigated but I am not sure they can support sod.
Mr. Arp stated you would think there would be a much lower cost to fix these. I wish I would have emailed you pictures of some of their islands.
Mr. Ritchie stated one of the reasons this board approved the Asian Jasmine is because it had a low profile, so it could maximize visibility on both sides of the street.
Ms. Haney asked so all of the Jasmine is dead? Mr. Hall responded a lot of it.
Ms. Haney stated there has been a lot of things that have happened. They tossed pine straw on top of it and practically suffocated the plants. They let weeds take over, so the plants never had a chance. They haven't taken care of the plants that they put down, so do we have a case against them? Would you say 50% of the plants are dead?
Mr. Hall responded yes.
Ms. Haney asked can we talk about Down to Earth's performance? Mr. Biagetti responded yes.
Ms. Haney stated I think we have all heard and seen everything on Facebook about the horrible performance that this company has done lately. I would actually call it lack of performance.
Mr. Arp asked didn't we put them on notice a couple of meetings ago?
Mr. Torres responded yes. It was to address a specific issue relating to Rooster. I don't think that has happened again. We asked them to remedy the issue.
Ms. Haney stated and since that time I think their performance has gotten worse. A resident stated they have done a lousy job of mowing and trinuning.

3

September 17, 2019	Pine Ridge Plantation CDD

Mr. Hall stated they haven't had a crew out here in two or three weeks. Josh said it was a company issue. The way it was explained to me was he doesn't have a crew.
Mr. Torres stated we can bring proposals back to the board at the next meeting. RMS will provide the proposers with the scope of services and the map.
Ms. Haney stated I would also ask that we don't ask the previous landscaper that we
fired to bid on the project.
Mr. Ritchie stated that was United Landscaping.
Mr. Hall stated they are still in business, but I have never worked with them.
Mr. Arp stated I wonder if we need to reach out to Josh's boss and tell him about the problems we are having and discuss the beds with him. Maybe they will want to rectify them.
Mr. Hall stated I have met with Josh's boss. He is new to the company. The reason they don't have crews is because of Josh's boss. Josh is the one trying to get crews. I think we should put them on notice and see if they can get the place back up and running. DTE and R&D haven't had an increase in the last five years. I feel like they are doing this property for less than what the bids are going to be.
Mr. Arp asked is Josh on the property when they are mowing? I just feel like as the supervisor all he has to do is a quick drive through.
Mr. Hall responded he is usually on a mower.
Mr. Biagetti stated it seems like they are doing the basic mowing of the St. Augustine areas. The detail work in the Bahia grass is not there. Hopefully we will see a credit with their services. I agree with putting them on notice and see what they can do to tum things around. Maybe we can get a credit down the road to do the medians. I am not a patient person, so it has been tough.
Mr. Torres asked the credit is something they have already agreed to do, correct?
Mr. Hall responded yes. The $6,500 is something that has already been paid for in the contract.
Mr. Biagetti stated I wouldn't be opposed to calling a special meeting in October. We
are getting short on plant time with installation.
Mr. Torres stated we could have a meeting in early October.
Mr. Hall stated I would probably need 30 days to put the scope together.

4

September 17, 2019	Pine Ridge Plantation CDD

Mr. Torres asked is there a 30 day notice requirement for Down to Earth for termination of their contract?
Mr. Walters responded yes.

Mr. Torres stated we will put Down to Earth on notice and we will also start preparing the bid package and have the proposals back at the November meeting.

On MOTION by Ms. Haney seconded by Ms. McNulty with all in favor to do an RFP for Landscape Services was approved.

EIGHTH  ORDER  OF BUSINESS	Discussion of .177 Acre Parcel Adjacent to
4770 Creek Bluff Lane
Mr. Torres stated we had a brief discussion on this item at the last meeting. Some of the supervisors wanted to table it, so they could drive by the empty lot. It is owned by the CDD and is adjacent to 4770 Creek Bluff Lane. The gentlemen by the name of Stephen Rees has received out to me. This is a lot that is technically maintained by the CDD, but he would like to maintain himself, so it could be done more frequently. There are several lots in the community like this.
Mr. Ritchie asked what maintenance do we do to those empty lots? Mr. Torres responded they are maintained on an as needed basis.
Ms. McNulty stated it is not ,actually an empty lot. There are trees and shrubs on it.
Mr. Hall stated I think we could have the landscapers maintain it periodically and cut everything down.
A resident asked can we reimburse him for it?
Mr. Biagetti responded no. That would open the door to others.
Ms. Haney stated my concern is if you do one then you will have to do them all. Mr. Biagetti stated I agree with that.
Ms. Haney asked can you email us the scope of services?
Mr. Torres responded yes. Just provide comments back to me or Chris but do not reply
to all.

NINTH ORDER OF BUSINESS	Other Business
There being none, the next item followed.

5

September 17, 2019	Pine Ridge Plantation COD

TENTH ORDER OF BUSINESS
Attorney

Staff Reports

There being none, the next item followed.

District Manager
There being none, the next item followed.

Engineer
There being none, the next item followed.

Operations Manager - Report
There being none, the next item followed.

Amenity Manager
Ms. Cranford stated at the last meeting we discussed the Zumba classes on a trial basis. She had a stamp card created. I wanted to make sure you were all still okay with moving ahead with Zumba. She was doing it on a trial basis with donations but now she would like to do a drop in rate of $7 per class or she also has a punch card for five classes for $20 or I 0 classes for $35 and then they would get one free class.
Ms. McNulty asked is she getting a good turnout?
Ms. Cranford responded she is averaging about seven people per class.
Mr. Biagetti stated maybe we could charge here a $10 fee for hosting classes at our facility.
Mr. Torres stated you can do a revenue share cost. Jason would have to draft that. I have also seen communities not charge the vendor because they are providing a service to the residents.
Mr. Ritchie asked is this lady a resident? Ms. Cranford responded she is.
Mr. Torres stated she has provided us with her certificate of insurance naming the District as an additional insurer.

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September 17, 2019	Pine Ridge Plantation CDD

Mr. Arp stated I am fine with not charging her right now. She is not making a lot of money right now and I kind of look at it as a service to our residents.
Ms. Cranford stated I have been speaking with another resident, who does yoga and didn't want to know if that was something the board was interested in providing. She wouldn't be able to start until November and it would be strictly on a donation basis.
Mr. Biagetti stated I am all for activities and options. I wouldn't be opposed to it.
Mr. Torres stated let's do the same process again for the yoga classes. Let's make sure she has the right insurance in place and send it to me.
Ms. Cranford stated okay. We had another cornhole tournament on Saturday. I had Cuban Fire Grill out here, as well.

ELEVENTH ORDER OF BUSINESS	Audience	Comments	I	Supervisor's
Requests
Mr. Ritchie stated one of my residents came to me with a concern on how dark the amenity center parking lot is at night. The ends of the parking lot are light, but the center is very dark. There are two trees by the dumpster that are hiding the light there.
Mr. Hall stated we can trim the trees.
Mr. Ritchie stated another resident is concerned about the traffic going to the charter school. We really need crossing guards.
Mr. Torres stated we have talked to the sheriff's office. We have talked to the County. We have talked to the school board and the principal at the charter school. Unfortunately it is not in our jurisdiction to provide crossing guards. I encourage everyone to email Wayne Bolla. He is our County Commissioner.
Ms. Haney resigned from the board of supervisors.

TWELFTH ORDER OF BUSINESS	Financial Statements
Balance Sheet and Statement of Revenues & Expenditures for the Period Ending August 31, 2019
Mr. Torres stated included in your agenda package is a copy of the balance sheet and income statement.

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September 17, 2019	Pine Ridge Plantation COD

Assessment Receipts Schedule

Mr. Torres stated included in your agenda package is a copy of the assessment receipts schedule.

Approval of Check Register
Mr. Torres stated included in your agenda package is a copy of the check register, which totals $114,789.13.

On MOTION by Ms. Haney seconded by Mr. Biagetti with all in favor the Check Register was approved.

THIRTEENTH ORDER OF BUSINESS	Next Scheduled Meeting - 11/19/19 @ 6:00
p.m. at the Pine Ridge Plantation Amenity Center

Mr. Torres stated the next scheduled meeting is November 19ht location.

FOURTEENTH ORDER OF BUSINESS	Adjournment

at 6:00 p.m. at this

On MOTION by Ms. Haney seconded by Mr. Biagetti with all in
favor the Meeting was adjourned.

Secretary / Assistant Secretary	Chairman / Vice Chairman

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SIXTH ORDER OF BUSINESS

RESOLUTION 2020-02

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT ADOPTING AMENDED AND RESTATED RULES OF PROCEDURE; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, Pine Ridge Plantation Community Development District ("District") is a local unit of special purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Clay County, Florida; and

WHEREAS, Chapter 190, Florida Statutes, authorizes the District to adopt rules to govern the administration of the District and to adopt resolutions as may be necessary for the conduct of District business; and

WHEREAS, the District has previously adopted Rules of Procedure to govern the administration of the District; and

WHEREAS, to provide for efficient and effective District operations and to maintain compliance with recent changes to Florida law, the Board of Supervisors finds that it is in the best interests of the District to adopt by resolution the Amended and Restated Rules of Procedure attached hereto as Exhibit A for immediate use and application; and

WHEREAS, the Board of Supervisors has complied with applicable Florida law concerning rule development and adoption.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1. The attached Amended and Restated Rules of Procedure are hereby adopted pursuant to this resolution as necessary for the conduct of District business. These Amended and Restated Rules of Procedure replace all prior versions of the Rules of Procedure and shall stay in full force and effect until such time as the Board of Supervisors may amend these rules in accordance with Chapter 190, Florida Statutes.

SECTION 2. If any provision of this resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect.

SECTION 3. This resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 19th day ofNovember, 2019.

ATTEST:	PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT

Secretary	Chairman, Board of Supervisors

Exhibit A:	Amended and Restated Rules of Procedure

EXHIBIT A:
AMENDED AND RESTATED RULES OF PROCEDURE

AMENDED AND RESTATED RULES OF PROCEDURE
PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT EFFECTIVE AS OF NOVEMBER 19, 2019

TABLE OF CONTENTS
Rule 1.0	General.	2

Rule I.I Rule 1.2

Rule 1.3

Rule 1.4

Board of Supervisors; Officers and Voting	3
District Offices; Public Information and Inspection of Records; Policies; Service Contract Requirements; Financial Disclosure Coordination	7
Public Meetings, Hearings, and Workshops	10
Internal Controls to Prevent Fraud, Waste and Abuse	15

Rule 2.0	Rulemaking Proceedings	16
Rule 3.0	Competitive Purchase	22

Rule 3.1

Rule 3.2

Rule 3.3

Rule 3.4

Rule 3.5

Rule 3.6

Rule 3.7

Rule 3.8

Rule 3.9

Rule 3.10

Rule 3.11

Procedure Under the Consultants' Competitive Negotiations Act.	27
Procedure Regarding Auditor Selection	31
Purchase of Insurance	36
Pre-qualification	38
Construction Contracts, Not Design-Build	43
Construction Contracts, Design-Build	47
Payment and Performance Bonds	52
Goods, Supplies, and Materials	53
Maintenance Services	57
Contractual Services	60
Protests with Respect to Proceedings under Rules 3.1, 3.2, 3.3, 3.4, 3.5,
3.6, 3.8, and 3.9	61

Rule 4.0	Effective Date	64
1

Rule 1.0	General.

(1)

(2)

(3)

(4)

The Pine Ridge Plantation Community Development District (the "District") was created pursuant to the provisions of Chapter 190 of the Florida Statutes, and was established to provide for the ownership, operation, maintenance, and provision of various capital facilities and services within its jurisdiction. The purpose of these rules (the "Rules") is to describe the general operations of the District.

Definitions located within any section of these Rules shall be applicable within all other sections, unless specifically stated to the contrary.

Unless specifically permitted by a written agreement with the District, the District does not accept documents filed by electronic mail or facsimile transmission. Filings are only accepted during normal business hours.

A Rule of the District shall be effective upon adoption by affirmative vote of the District Board. After a Rule becomes effective, it may be repealed or amended only through the rulemaking procedures specified in these Rules. Notwithstanding, the District may immediately suspend the application of a Rule if the District determines that the Rule conflicts with Florida law. In the event that a Rule conflicts with Florida law and its application has not been suspended by the District, such Rule should be interpreted in the manner that best effectuates the intent of the Rule while also complying with Florida law. If the intent of the Rule absolutely cannot be effectuated while complying with Florida law, the Rule shall be automatically suspended.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.011(5), 190.011(15), Fla. Stat.

2

Rule 1.1

(I)

Board of Supervisors; Officers and Voting.

Board of Supervisors. The Board of Supervisors of the District (the "Board") shall consist of five (5) members. Members of the Board ("Supervisors") appointed by ordinance or rule or elected by landowners must be citizens of the United States of America and residents of the State of Florida. Supervisors elected or appointed by the Board to elector seats must be citizens of the United States of America, residents of the State of Florida and of the District and registered to vote with the Supervisor of Elections of the county in which the District is located and for those elected, shall also be qualified to run by the Supervisor of Elections. The Board shall exercise the powers granted to the District under Florida law.

Supervisors shall hold office for the term specified by Section 190.006 of the Florida Statutes. If, during the term of office, any Board member(s) vacates their office, the remaining member(s) of the Board shall fill the vacancies by appointment for the remainder of the term(s). If three or more vacancies exist at the same time, a quorum, as defined herein, shall not be required to appoint replacement Board members.

Three (3) members of the Board shall constitute a quorum for the purposes of conducting business, exercising powers and all other purposes. A  Board member shall be counted toward the quorum if physically present at the meeting, regardless of whether such Board member is prohibited from, or abstains from, participating in discussion or voting on a particular item.

Action taken by the Board shall be upon a majority vote of the members present, unless otherwise provided in the Rules or required by law. Subject to Rule 1.3(10), a Board member participating in the Board meeting by teleconference or videoconference shall be entitled to vote and take all other action as though physically present.

Unless otherwise provided for by an act of the Board, any one Board member may attend a mediation session on behalf of the Board. Any agreement resulting from such mediation session must be approved pursuant to subsection (1)(c) of this Rule.

Officers. At the first Board meeting held after each election where the newly elected members take office, the Board shall select a Chairperson, Vice­ Chairperson, Secretary, Assistant Secretary, and Treasurer.

The Chairperson must be a member of the Board. If the Chairperson resigns from that office or ceases to be a member of the Board, the Board shall select a Chairperson. The Chairperson serves at the pleasure of the Board. The Chairperson shall be authorized to execute resolutions and contracts on the District's behalf. The Chairperson shall convene and conduct all meetings of the Board. In the event the Chairperson is unable

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to attend a meeting, the Vice-Chairperson shall convene and conduct the meeting. The Chairperson or Vice-Chairperson may delegate the responsibility of conducting the meeting to the District's manager ("District Manager") or District Counsel, in whole or in part.

The Vice-Chairperson shall be a member of the Board and shall have such duties and responsibilities as specifically designated by the Board from time to time. The Vice-Chairperson has the authority to execute resolutions and contracts on the District's behalf in the absence of the Chairperson. If the Vice-Chairperson resigns from office or ceases to be a member of the Board, the Board shall select a Vice-Chairperson. The Vice-Chairperson serves at the pleasure of the Board.

The Secretary of the Board serves at the pleasure of the Board and need not be a member of the Board. The Secretary shall be responsible for maintaining the minutes of Board meetings and may have other duties assigned by the Board from time to time. An employee of the District Manager may serve as Secretary. The Secretary shall be bonded by a reputable and qualified bonding company in at least the amount of one million dollars ($1,000,000), or have in place a fidelity bond, employee theft insurance policy, or a comparable product in at least the amount of one million dollars ($1,000,000) that names the District as an additional insured.

The Treasurer need not be a member of the Board but must be a resident of the State of Florida. The Treasurer shall perform duties described in Section 190.007(2) and (3) of the Florida Statutes, as well as those assigned by the Board from time to time. The Treasurer shall serve at the pleasure of the Board. The Treasurer shall either be bonded by a reputable and qualified bonding company in at least the amount of one million dollars ($1,000,000), or have in place a fidelity bond, employee theft insurance policy, or a comparable product in at least the amount of one million dollars ($1,000,000) that names the District as an additional insured.

In the event that both the Chairperson and Vice-Chairperson are absent from a Board meeting and a quorum is present, the Board may designate one of its members or a member of District staff to convene and conduct the meeting. In such circumstances, any of the Board members present are authorized to execute agreements, resolutions, and other documents approved by the Board at such meeting. In the event that the Chairperson and Vice-Chairperson are both unavailable to execute a document previously approved by the Board, the Secretary or any Assistant Secretary may execute such document.

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The Board may assign additional duties to District officers from time to time, which include, but are not limited to, executing documents on behalf of the District.

The Chairperson, Vice-Chairperson, and any other person authorized by District Resolution may sign checks and warrants for the District, countersigned by the Treasurer or other persons authorized by the Board.

Committees. The Board may establish committees of the Board, either on a permanent or temporary basis, to perform specifically designated functions. Committees may include individuals who are not members of the Board. Such functions may include, but are not limited to, review of bids, proposals, and qualifications, contract negotiations, personnel matters, and budget preparation.

Record Book. The Board shall keep a permanent record book entitled "Record of Proceedings," in which shall be recorded minutes of all meetings, resolutions, proceedings, certificates, and corporate acts. The Records of Proceedings shall be located at a District office and shall be available for inspection by the public.

Meetings. For each fiscal year, the Board shall establish a schedule of regular meetings, which shall be published in a newspaper of general circulation in the county in which the District is located and filed with the local general-purpose governments within whose boundaries the District is located. All meetings of the Board and Committees serving an advisory function shall be open to the public in accord with the provisions of Chapter 286 of the Florida Statutes.

Voting Conflict of Interest. The Board shall comply with Section 112.3143 of the Florida Statutes, so as to ensure the proper disclosure of conflicts of interest on matters coming before the Board for a vote. For the purposes of this section, "voting conflict of interest" shall be governed by the Florida Constitution and Chapters 112 and 190 of the Florida Statutes, as amended from time to time. Generally, a voting conflict exists when a Board member is called upon to vote on an item which would inure to the Board member's special private gain or loss or the Board member knows would inure to the special private gain or loss of a principal by whom the Board member is retained, the parent organization or subsidiary of a corporate principal, a business associate, or a relative including only a father, mother, son, daughter, husband, wife, brother, sister, father-in-law, mother-in-law, son-in-law, and daughter-in-law.

When a Board member knows the member has a conflict of interest on a matter coming before the Board, the member should notify the Board's Secretary prior to participating in any discussion with the Board on the matter. The member shall publicly announce the conflict of interest at the meeting. This announcement shall appear in the minutes.

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If the Board member was elected at a landowner's election or appointed to fill a vacancy of a seat last filled at a landowner's election, the Board member may vote or abstain from voting on the matter at issue. If the Board member was elected by electors residing within the District, the Board member is prohibited from voting on the matter at issue. In the event that the Board member intends to abstain or is prohibited from voting, such Board member shall not participate in the discussion on the item subject to the vote.

The Board's Secretary shall prepare a Memorandum of Voting Conflict (Form 8B) which shall then be signed by the Board member, filed with the Board's Secretary, and provided for attachment to the minutes of the meeting within fifteen (15) days of the meeting.

If a Board member inadvertently votes on a matter and later learns he or she has a conflict on the matter, the member shall immediately notify the Board's Secretary. Within fifteen (15) days of the notification, the member shall file the appropriate Memorandum of Voting Conflict, which will be attached to the minutes of the Board meeting during which the vote on the matter occurred. The Memorandum of Voting Conflict shall immediately be provided to other Board members and shall be read publicly at the next meeting held subsequent to the filing of the Memorandum of Voting Conflict. The Board member's vote is unaffected by this filing.

It is not a conflict of interest for a Board member, the District Manager, or an employee of the District to be a stockholder, officer or employee of a landowner or of an entity affiliated with a landowner.

In the event that a Board member elected at a landowner's election or appointed to fill a vacancy of a seat last filled at a landowner's election, has a continuing conflict of interest, such Board member is permitted to file a Memorandum of Voting Conflict at any time in which it shall state the nature of the continuing conflict. Only one such continuing Memorandum of Voting Conflict shall be required to be filed for each term the Board member is in office.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 112.3143, 190.006, 190.007, Fla. Stat.

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Rule 1.2

(1)

District Offices; Public Information and Inspection of Records; Policies; Service Contract Requirements; Financial Disclosure Coordination.

District Offices. Unless otherwise designated by the Board, the official District office shall be the District Manager's office identified by the District Manager. If the District Manager's office is not located within the county in which the District is located, the Board shall designate a local records office within such county which shall at a minimum contain, but not be limited to, the following documents:

Agenda packages for prior 24 months and next meeting;

Official minutes of meetings, including adopted resolutions of the Board;

Names and addresses of current Board members and District Manager, unless such addresses are protected from disclosure by law;

Adopted engineer's reports;

Adopted assessment methodologies/reports;

Adopted disclosure of public financing;

Limited Offering Memorandum for each financing undertaken by the District;

Proceedings, certificates, bonds given by all employees, and any and all corporate acts;

District policies and rules;

G)	Fiscal year end audits; and

(k)	Adopted budget for the current fiscal year.

The District Manager shall ensure that each District records office contains the documents required by Florida law.

Public Records. District public records include all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received in connection with the transaction of official business of the District. All District public records not otherwise restricted by law may be copied or inspected at the District Manager's office during regular business hours. Certain District records can also be inspected and copied at the District's local records office during regular business hours. All written public records requests shall be directed to the Secretary who by these rules is appointed

7

as the District's records custodian. Regardless of the form of the request, any Board member or staff member who receives a public records request shall immediately forward or communicate such request to the Secretary for coordination of a prompt response. The Secretary, after consulting with District Counsel as to the applicability of any exceptions under the public records laws, shall be responsible for responding to the public records request. At no time can the District be required to create records or summaries of records, or prepare opinions regarding District policies, in response to a public records request.

Service Contracts. Any contract for services, regardless of cost, shall include provisions required by law that require the contractor to comply with public records laws. The District Manager shall be responsible for initially enforcing all contract provisions related to a contractor's duty to comply with public records laws.

Fees; Copies. Copies of public records shall be made available to the requesting person at a charge of $0.15 per page for one-sided copies and $0.20 per page for two-sided copies if not more than 8 ½ by 14 inches. For copies of public records in excess of the sizes listed in this section and for outside duplication services, the charge shall be equal to the actual cost of reproduction. Certified copies of public records shall be made available at a charge of one dollar ($1.00) per page. If the nature or volume of records requested requires extensive use of information technology resources or extensive clerical or supervisory assistance, the District may charge, in addition to the duplication charge, a special service charge that is based on the cost the District incurs to produce the records requested. This charge may include, but is not limited to, the cost of information technology resource, employee labor, and fees charged to the District by consultants employed in fulfilling the request. In cases where the special service charge is based in whole or in part on the costs incurred by the District due to employee labor, consultant fees, or other forms of labor, those portions of the charge shall be calculated based on the lowest labor cost of the individual(s) who is/are qualified to perform the labor, taking into account the nature or volume of the public records to be inspected or copied. The charge may include the labor costs of supervisory and/or clerical staff whose assistance is required to complete the records request, in accordance with Florida law. For purposes of this Rule, the word "extensive" shall mean that it will take more than 15 minutes to locate, review for confidential information, copy and re-file the requested material. In cases where extensive personnel time is determined by the District to be necessary to safeguard original records being inspected, the special service charge provided for in this section shall apply. If the total fees, including but not limited to special service charges, are anticipated to exceed twenty-five dollars ($25.00), then, prior to commencing work on the request, the District will inform the person making the public records request of the estimated cost, with the understanding that the final cost may vary from that estimate. If the person making the public records request decides to proceed with the request, payment of the estimated cost is required in advance. Should the person fail to pay the estimate, the District is under no duty to produce

8

the requested records. After the request has been fulfilled, additional payments or credits may be due. The District is under no duty to produce records in response to future records requests if the person making the request owes the District for past unpaid duplication charges, special service charges, or other required payments or credits.

Records Retention. The Secretary of the District shall be responsible for retaining the District's records in accordance with applicable Florida law.

Policies. The Board may adopt policies related to the conduct of its business and the provision of services either by resolution or motion.

Financial Disclosure Coordination. Unless specifically designated by Board resolution otherwise, the Secretary shall serve as the Financial Disclosure Coordinator ("Coordinator") for the District as required by the Florida Commission on Ethics ("Commission"). The Coordinator shall create, maintain and update a list of the names, e-mail addresses, physical addresses, and names of the agency of, and the office or position held by, all Supervisors and other persons required by Florida law to file a statement of financial interest due to his or her affiliation with the District ("Reporting Individual"). The Coordinator shall provide this list to the Commission by February 1 of each year, which list shall be current as of December 31 of the prior year. Each Supervisor and Reporting Individual shall promptly notify the Coordinator in writing if there are any changes to such person's name, e-mail address, or physical address. Each Supervisor and Reporting Individual shall promptly notify the Commission in the manner prescribed by the Commission if there are any changes to such person's e­ mail address.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 112.31446(3), 112.3145(8)(a)l., 119.07, 119.0701, 190.006, Fla. Stat.

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Rule 1.3

(1)

Public Meetings, Hearings, and Workshops.

Notice. Except in emergencies, or as otherwise required by statute or these Rules, at least seven (7) days, but no more than thirty (30) days public notice shall be given of any public meeting, hearing or workshop of the Board. Public notice shall be given by publication in a newspaper of general circulation in the District and in the county in which the District is located. "General circulation" means a publication that is printed and published at least once a week for the preceding year, offering at least 25% of its words in the English language, qualifies as a periodicals material for postal purposes in the county in which the District is located, is for sale to the public generally, is available to the public generally for the publication of official or other notices, and is customarily containing information of a public character or of interest or of value to the residents or owners of property in the county where published, or of interest or of value to the general  public.   The annual meeting notice required  to be published  by Section
189.015 of the Florida Statutes, shall be published in a newspaper  not of limited
subject matter, which is published at least five days a week, unless the only newspaper in the county is published less than five days a week. Each Notice shall state, as applicable:

The date, time and place of the meeting, hearing or workshop;

A brief description of the nature, subjects, and purposes of the meeting, hearing, or workshop;

The District office address for the submission of requests for copies of the agenda, as well as a contact name and telephone number for verbal requests for copies of the agenda; and

The following or substantially similar language: "Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (904) 940-5850. If you are hearing or speech impaired, please contact the Florida Relay Service at 1 (800) 955-8770 or 1 (800) 955-8771, who can aid you in contacting the District Office."

The following or substantially similar language: "A person who decides to appeal any decision made at the meeting/hearing/workshop with respect to any matter considered at the meeting/hearing/workshop is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made including the testimony and evidence upon which the appeal is to be based."

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The following or substantially similar language: "The meeting [or hearing or workshop] may be continued in progress without additional notice to a time, date, and location stated on the record."

Mistake. In the event that a meeting is held under the incorrect assumption that notice required by law and these Rules has been given, the Board at its next properly noticed meeting shall cure such defect by considering the agenda items from the prior meeting individually and anew.

Agenda. The District Manager, under the guidance of District Counsel and the Chairperson or Vice-Chairperson, shall prepare an agenda of the meeting/hearing/workshop. The agenda and any meeting materials available in an electronic format, excluding any confidential and any confidential and exempt information, shall be available to the public at least seven days before the meeting/hearing/workshop, except in an emergency. Meeting materials shall be defined as, and limited to, the agenda, meeting minutes, resolutions, and agreements of the District that District staff deems necessary for Board approval. Inclusion of additional materials for Board consideration other than those defined herein as "meeting materials" shall not convert such materials into "meeting materials." For good cause, the agenda may be changed after it is first made available for distribution, and additional materials may be added or provided under separate cover at the meeting. The requirement of good cause shall be liberally construed to allow the District to efficiently conduct business and to avoid the expenses associated with special meetings.

The District may, but is not required to, use the following format in preparing its agenda for its regular meetings:

Call to order Roll call
Public comment Organizational matters Review of minutes
Specific items of old business Specific items of new business Staff reports
District Counsel
District Engineer
District Manager
Financial Report
Approval of Expenditures Supervisor's requests and comments Public comment
Adjourrunent

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Minutes. The Secretary shall be responsible for preparing and keeping the minutes of each meeting of the Board. Minutes shall be corrected and approved by the Board at a subsequent meeting. The Secretary may work with other staff members in preparing draft minutes for the Board's consideration.

Special Requests. Persons wishing to receive, by mail, notices or agendas of meetings, may so advise the District Manager or Secretary at the District Office. Such persons shall furnish a mailing address in writing and shall be required to pre-pay the cost of the copying and postage.

Emergency Meetings. The Chairperson, or Vice-Chairperson if the Chairperson is unavailable, upon consultation with the District Manager and District Counsel, if available, may convene an emergency meeting of the Board without first having complied with sections (!) and (3) of this Rule, to act on emergency matters that may affect the public health, safety, or welfare. Whenever possible, the District Manager shall make reasonable efforts to provide public notice and notify all Board members of an emergency meeting twenty-four (24) hours in advance. Reasonable efforts may include telephone notification. Notice of the emergency meeting must be provided both before and after the meeting on the District's website, if it has one. Whenever an emergency meeting is called, the District Manager shall be responsible for notifying at least one newspaper of general circulation in the District. After an emergency meeting, the Board shall publish in a newspaper of general circulation in the District, the time, date and place of the emergency meeting, the reasons why an emergency meeting was necessary, and a description of the action taken. Actions taken at an emergency meeting may be ratified by the Board at a regularly noticed meeting subsequently held.

Public Comment. The Board shall set aside a reasonable amount of time at each meeting for public comment and members of the public shall be permitted to provide comment on any proposition before the Board. The portion of the meeting generally reserved for public comment shall be identified in the agenda. Policies governing public comment may be adopted by the Board in accordance with Florida law.

Budget Hearing. Notice of hearing on the annual budget(s) shall be in accord with Section 190.008 of the Florida Statutes. Once adopted in accord with Section
190.008 of the Florida Statutes, the annual budget(s) may be amended from time to time by action of the Board. Approval of invoices by the Board in excess of the funds allocated to a particular budgeted line item shall serve to amend the budgeted line item.

Public Hearings. Notice of required public hearings shall contain the information required by applicable Florida law and by these Rules applicable to meeting notices and shall be mailed and published as required by Florida law. The District Manager shall ensure that all such notices, whether mailed or published, contain the information required by Florida law and these Rules and are mailed and

12

published as required by Florida law. Public hearings may be held during Board meetings when the agenda includes such public hearing.

Participation by TeleconferenceNideoconference. District staff may participate in Board meetings by teleconference or videoconference. Board members may also participate in Board meetings by teleconference or videoconference if in the good judgment of the Board extraordinary circumstances exist; provided however, at least three Board members must be physically present at the meeting location to establish a quorum. Such extraordinary circumstances shall be presumed when a Board member participates by teleconference or videoconference, unless a majority of the Board members physically present determines that extraordinary circumstances do not exist.

Board Authorization. The District has not adopted Robert's Rules of Order. For each agenda item, there shall be discussion permitted among the Board members during the meeting. Unless such procedure is waived by the Board, approval or disapproval of resolutions and other proposed Board actions shall be in the form of a motion by one Board member, a second by another Board member, and an affirmative vote by the majority of the Board members present. Any Board member, including the Chairperson, can make or second a motion.

Continuances. Any meeting or public hearing of the Board may be continued without re-notice or re-advertising provided that:

The Board identifies on the record at the original meeting a reasonable need for a continuance;

The continuance is to a specified date, time, and location publicly announced at the original meeting; and

The public notice for the original meeting states that the meeting may be continued to a date and time and states that the date, time, and location of any continuance shall be publicly armounced at the original meeting and posted at the District Office immediately following the original meeting.

Attorney-Client Sessions. An Attorney-Client Session is permitted when the District's attorneys deem it necessary to meet in private with the Board to discuss pending litigation to which the District is a party before a court or administrative agency or as may be authorized by law. The District's attorney must request such session at a public meeting. Prior to holding the Attorney-Client Session, the District must give reasonable public notice of the time and date of the session and the names of the persons anticipated to attend the session. The session must commence at an open meeting in which the Chairperson or Vice-Chairperson armounces the commencement of the session, the estimated length of the session, and the names of the persons who will be attending the session. The discussion during the session is confined to settlement negotiations or strategy related to

13

litigation expenses or as may be authorized by law. Only the Board, the District's attorneys (including outside counsel), the District Manager, and the court reporter may attend an Attorney-Client Session. During the session, no votes may be taken and no final decisions concerning settlement can be made. Upon the conclusion of the session, the public meeting is reopened, and the Chairperson or Vice-Chairperson must announce that the session has concluded. The session must be transcribed by a court-reporter and the transcript of the session filed with the District Secretary within a reasonable time after the session. The transcript shall not be available for public inspection until after the conclusion of the litigation.

Security and Firesafety Board Discussions. Portions of a meeting which relate to or would reveal a security or firesafety system plan or portion thereof made confidential and exempt by section 119.071(3)(a), Florida Statutes, are exempt from the public meeting requirements and other requirements of section 286.011, Florida Statutes, and section 24(b), Article 1 of the State Constitution. Should the Board wish to discuss such matters, members of the public shall be required to leave the meeting room during such discussion. Any records of the Board's discussion of such matters, including recordings or minutes, shall be maintained as confidential and exempt records in accordance with Florida law.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 189.069(2)(a)l6,190.006, 190.007, 190.008, 286.0105, 286.011, 286.0113, 286.0114, Fla. Stat.

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Rule 1.4	Internal Controls to Prevent Fraud, Waste and Abuse

ill Internal Controls. The  District  shall  establish  and  maintain  internal controls designed to:

Prevent and detect "fraud," "waste" and "abuse" as those terms are defined in section 11.45(1), Florida Statutes; and
Promote and encourage compliance with applicable laws, rules contracts, grant agreements, and best practices; and
Support economical and efficient operations; and
Ensure reliability of financial records and reports; and
Safeguard assets.
ill Adoption. The internal controls to prevent fraud, waste and abuse shall be adopted and amended by the District in the same manner as District policies.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: § 218.33(3), Fla. Stat.

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Rule 2.0

(])

(2)

Rulemaking Proceedings.

Commencement of Proceedings. Proceedings held for adoption, amendment, or repeal of a District rule shall be conducted according to these Rules. Rulemaking proceedings shall be deemed to have been initiated upon publication of notice by the District. A "rule" is a District statement of general applicability that implements, interprets, or prescribes law or policy, or describes the procedure or practice requirements of the District ("Rule"). Nothing herein shall be construed as requiring the District to consider or adopt rules unless required by Chapter 190 of the Florida Statutes. Policies adopted by the District which do not consist of rates, fees, rentals or other monetary charges may be, but are not required to be, implemented through rulemaking proceedings.

Notice of Rule Development.

Except when the intended action is the repeal of a Rule, the District shall provide notice of the development of a proposed rule by publication of a Notice of Rule Development in a newspaper of general circulation in the District before providing notice of a proposed rule as required by section
of this Rule. Consequently, the Notice of Rule Development shall be published at least twenty-nine (29) days prior to the public hearing on the proposed Rule. The Notice of Rule Development shall indicate the subject area to be addressed by rule development, provide a short, plain explanation of the purpose and effect of the proposed rule, cite the specific legal authority for the proposed rule, and include a statement of how a person may promptly obtain, without cost, a copy of any preliminary draft, if available.

All rules as drafted shall be consistent with Sections 120.54(1)(g) and 120.54(2)(b) of the Florida Statutes.

Notice of Proceedings and Proposed Rules.

Prior to the adoption, amendment, or repeal of any rule other than an emergency rule, the District shall give notice of its intended action, setting forth a short, plain explanation of the purpose and effect of the proposed action, a reference to the specific rulemaking authority pursuant to which the rule is adopted, and a reference to the section or subsection of the Florida Statutes being implemented, interpreted, or made specific. The notice shall include a summary of the District's statement of the estimated regulatory costs, if one has been prepared, based on the factors set forth in Section 120.541(2) of the Florida Statutes, and a statement that any person who wishes to provide the District with a lower cost regulatory alternative as provided by Section 120.541(1), must do so in writing within twenty­ one (21) days after publication of the notice. The notice shall additionally include a statement that any affected person may request a public hearing

16

by submitting a written request within twenty-one (21) days after the date of publication of the notice. Except when intended action is the repeal of a rule, the notice shall include a reference to both the date on which and the place where the Notice of Rule Development required by section (2) of this Rule appeared.

The notice shall be published in a newspaper of general circulation in the District and each county in which the District is located not less than twenty-eight (28) days prior to the intended action. The proposed rule shall be available for inspection and copying by the public at the time of the publication of notice.

The notice shall be mailed to all persons named in the proposed rule and to all persons who, at least fourteen (14) days prior to such mailing, have made requests of the District for advance notice of its rulemaking proceedings. Any person may file a written request with the District Manager to receive notice by mail of District proceedings to adopt, amend, or repeal a rule. Such persons must furnish a mailing address and may be required to pay the cost of copying and mailing.

Rule Development Workshops. Whenever requested in writing by any affected person, the District must either conduct a rule development workshop prior to proposing rules for adoption or the Chairperson must explain in writing why a workshop is unnecessary. The District may initiate a rule development workshop but is not required to do so.

Petitions to Initiate Rulemaking. All Petitions to Initiate Rulemaking proceedings must contain the name, address, and telephone number of the petitioner, the specific action requested, the specific reason for adoption, amendment, or repeal, the date submitted, the text of the proposed rule, and the facts showing that the petitioner is regulated by the District or has a substantial interest in the rulemaking. Not later than sixty (60) calendar days following the date of filing a petition, the Board shall initiate rulemaking proceedings or deny the petition with a written statement of its reasons for the denial. If the petition is directed to an existing policy that the District has not formally adopted as a rule, the District may, in its discretion, notice and hold a public hearing on the petition to consider the comments of the public directed to the policy, its scope and application, and to consider whether the public interest is served adequately by the application of the policy on a case-by-case basis, as contrasted with its formal adoption as a rule. However, this section shall not be construed as requiring the District to adopt a rule to replace a policy.

Rulemaking Materials. After the publication of the notice referenced in section
(3) of this Rule, the Board shall make available for public inspection and shall provide, upon request and payment of the cost of copies, the following materials:

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The text of the proposed rule, or any amendment or repeal of any existing rules;

A detailed written statement of the facts and circumstances justifying the proposed rule;

A copy of the statement of estimated regulatory costs if required by Section 120.541 of the Florida Statutes; and

The published notice.

Hearing. The District may, or, upon the written request of any affected person received within twenty-one (21) days after the date of publication of the notice described in section (3) of this Rule, shall, provide a public hearing for the presentation of evidence, argument, and oral statements, within the reasonable conditions and limitations imposed by the District to avoid duplication, irrelevant comments, unnecessary delay, or disruption of the proceedings. The District shall publish notice of the public hearing in a newspaper of general circulation within the District either in the text of the notice described in section (3) of this Rule or in a separate publication at least seven (7) days before the scheduled public hearing. The notice shall specify the date, time, and location of the public hearing, and the name, address, and telephone number of the District contact person who can provide information about the public hearing. Written statements may be submitted by any person prior to or at the public hearing. All timely submitted written statements shall be considered by the District and made part of the rulemaking record.

Emergency Rule Adoption. The Board may adopt an emergency rule if it finds that immediate danger to the public health, safety, or welfare exists which requires immediate action. Prior to the adoption of an emergency rule, the District Manager shall make reasonable efforts to notify a newspaper of general circulation in the District. Notice of emergency rules shall be published as soon as possible in a newspaper of general circulation in the District. The District may use any procedure which is fair under the circumstances in the adoption of an emergency rule as long as it protects the public interest as determined by the District and otherwise complies with these provisions.

Negotiated Rulemaking. The District may use negotiated rulemaking in developing and adopting rules pursuant to Section 120.54(2)(d) of the Florida Statutes, except that any notices required under Section 120.54(2)(d) of the Florida Statutes, may be published in a newspaper of general circulation in the county in which the District is located.

Rulemaking Record. In all rulemaking proceedings, the District shall compile and maintain a rulemaking record. The record shall include, if applicable:

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The texts of the proposed rule and the adopted rule;

All notices given for a proposed rule;

Any statement of estimated regulatory costs for the rule;

A written summary of hearings, if any, on the proposed rule;

All written comments received by the District and responses to those written comments; and

(i)	All notices and findings pertaining to an emergency rule.

Petitions to Challenge Existing Rules.

Any person substantially affected by a rule may seek an administrative determination of the invalidity of the rule on the ground that the rule is an invalid exercise of the District's authority.

The petition seeking an administrative determination must state with particularity the provisions alleged to be invalid with sufficient explanation of the facts or grounds for the alleged invalidity and facts sufficient to show that the person challenging a rule is substantially affected by it.

The petition shall be filed with the District. Within 10 days after receiving the petition, the Chairperson shall, if the petition complies with the requirements of subsection (b) of this section, designate any member of the Board (including the Chairperson), District Manager, District Counsel, or other person as a hearing officer who shall conduct a hearing within 30 days thereafter, unless the petition is withdrawn or a continuance is granted by agreement of the parties. The failure of the District to follow the applicable rulemaking procedures or requirements in this Rule shall be presumed to be material; however, the District may rebut this presumption by showing that the substantial interests of the petitioner and the fairness of the proceedings have not been impaired.

Within 30 days after the hearing, the hearing officer shall render a decision and state the reasons therefor in writing.

Hearings held under this section shall be de novo in nature. The petitioner has a burden of proving by a preponderance of the evidence that the existing rule is an invalid exercise of District authority as to the objections raised. The hearing officer may:

Administer oaths and affirmations;

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Rule upon offers of proof and receive relevant evidence;

Regulate the course of the hearing, including any pre-hearing matters;

Enter orders; and

Make or receive offers of settlement, stipulation, and adjustment.

The petitioner and the District shall be adverse parties. Other substantially affected persons may join the proceedings as intervenors on appropriate terms which shall not unduly delay the proceedings.

Variances and Waivers. A "variance" means a decision by the District to grant a modification to all or part of the literal requirements of a rule to a person who is subject to the rule. A "waiver" means a decision by the District not to apply all or part of a rule to a person who is subject to the rule. Variances and waivers from District rules may be granted subject to the following:

Variances and waivers shall be granted when the person subject to the rule demonstrates that the purpose of the underlying statute will be or has been achieved by other means by the person, and when application of the rule would create a substantial hardship or would violate principles of fairness. For purposes of this section, "substantial hardship" means a demonstrated economic, technological, legal, or other type of hardship to the person requesting the variance or waiver. For purposes of this section, "principles of fairness" are violated when the literal application of a rule affects a particular person in a manner significantly different from the way it affects other similarly situated persons who are subject to the rule.

A person who is subject to regulation by a District Rule may file a petition with the District, requesting a variance or waiver from the District's Rule. Each petition shall specify:

The rule from which a variance or waiver is requested;

The type of action requested;

The specific facts that would justify a waiver or variance for the petitioner; and
The reason why the variance or the waiver requested would serve the purposes of the underlying statute.

The District shall review the petition and may request only that information needed to clarify the petition or to answer new questions

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raised by or directly related to the petition. If the petitioner asserts that any request for additional information is not authorized by law or by Rule of the District, the District shall proceed, at the petitioner's written request, to process the petition.

The Board shall grant or deny a petition for variance or waiver and shall announce such disposition at a publicly held meeting of the Board, within ninety (90) days after receipt of the original petition, the last item of timely requested additional material, or the petitioner's written request to finish processing the petition. The District's statement granting or denying the petition shall contain a statement of the relevant facts and reasons supporting the District's action.

Rates, Fees, Rentals and Other Charges. All rates, fees, rentals, or other charges shall be subject to rulemaking proceedings. Policies adopted by the District which do not consist of rates, fees, rentals or other charges may be, but are not required to be, implemented through rulemaking proceedings.

Specific Authority: §§ 190.011(5), 190.011(15), 190.035, Fla. Stat. Law Implemented: §§ 190.011(5), 190.035(2), Fla. Stat.

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Rule 3.0

(1)

Competitive Purchase.

Purpose and Scope. In order to comply with Sections 190.033(1) through (3),
287.055 and 287.017 of the Florida Statutes, the following provisions shall apply to the purchase of Professional Services, insurance, construction contracts, design-build services, goods, supplies, and materials, Contractual Services, and maintenance services.

Board Authorization. Except in cases of an Emergency Purchase, a competitive purchase governed by these Rules shall only be undertaken after authorization by the Board.

Definitions.

"Competitive Solicitation" means a formal, advertised procurement process, other than an Invitation to Bid, Request for Proposals, or Invitation to Negotiate, approved by the Board to purchase commodities and/or services which affords vendors fair treatment in the competition for award of a District purchase contract.

"Continuing Contract" means a contract for Professional Services entered into in accordance with Section 287.055 of the Florida Statutes, between the District and a firm, whereby the firm provides Professional Services to the District for projects in which the costs do not exceed two million dollars ($2,000,000), for a study activity when the fee for such Professional Services to the District does not exceed two hundred thousand dollars ($200,000), or for work of a specified nature as outlined in the contract with the Dish·ict, with no time limitation except that the contract must provide a termination clause (for example, a contract for general District engineering services). Firms providing Professional Services under Continuing Contracts shall not be required to bid against one another.

"Contractual Service" means the rendering by a contractor of its time and effort rather than the furnishing of specific commodities. The term applies only to those services rendered by individuals and firms who are independent contractors. Contractual Services do not include auditing services, Maintenance Services, or Professional Services as defined in Section 287.055(2)(a) of the Florida Statutes, and these Rules. Contractual Services also do not include any contract for the furnishing of labor or materials for the construction, renovation, repair, modification, or demolition of any facility, building, portion of building, utility, park, parking lot, or structure or other improvement to real property entered into pursuant to Chapter 255 of the Florida Statutes, and Rules 3.5 or 3.6.

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"Design-Build Contract" means a single contract with a Design-Build Firm for the design and construction of a public construction project.

"Design-Build Firm" means a partnership, corporation or other legal entity that:

Is certified under Section 489.ll9 of the Florida Statutes, to engage in contracting through a certified or registered general contractor or a certified or registered building contractor as the qualifying agent; or

Is certified under Section 471.023 of the Florida Statutes, to practice or to offer to practice engineering; certified under Section
481.219 of the Florida Statutes, to practice or to offer to practice architecture; or certified under Section 481.319 of the Florida Statutes, to practice or to offer to practice landscape architecture.

"Design Criteria Package" means concise, performance-oriented drawings or specifications for a public construction project. The purpose of the Design Criteria Package is to furnish sufficient information to permit Design-Build Firms to prepare a bid or a response to the District's Request for Proposals, or to permit the District to enter into a negotiated Design­ Build Contract. The Design Criteria Package must specify performance­ based criteria for the public construction project, including the legal description of the site, survey information concerning the site, interior space requirements, material quality standards, schematic layouts and conceptual design criteria of the project, cost or budget estimates, design and construction schedules, site development requirements, provisions for utilities, stormwater retention and disposal, and parking requirements applicable to the project. Design Criteria Packages shall require firms to submit information regarding the qualifications, availability, and past work of the firms, including the partners and members thereof.

"Design Criteria Professional" means a firm who holds a current certificate of registration under Chapter 481 of the Florida Statutes, to practice architecture or landscape architecture, or a fim1 who holds a current certificate as a registered engineer under Chapter 471 of the Florida Statutes, to practice engineering, and who is employed by or under contract to the District to provide professional architect services, landscape architect services, or engineering services in connection with the preparation of the Design Criteria Package.

"Emergency Purchase" means a purchase necessitated by a sudden unexpected tum of events (for example, acts of God, riot, fires, floods, hurricanes, accidents, or any circumstances or cause beyond the control of the Board in the normal conduct of its business), where the Board finds

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that the delay incident to competitive purchase would be detrimental to the interests of the District. This includes, but is not limited to, instances where the time to competitively award the project will jeopardize the funding for the project, will materially increase the cost of the project, or will create an undue hardship on the public health, safety, or welfare.

	"Invitation to Bid" is a written solicitation for sealed bids with the title, date, and hour of the public bid opening designated specifically and defining the commodity or service involved. It includes printed instructions prescribing conditions for bidding, qualification, evaluation criteria, and provides for a manual signature of an authorized representative. It may include one or more bid alternates.
G)  "Invitation  to  Negotiate"  means  a  written  solicitation  for  competitive sealed replies to select one or more vendors with which to commence negotiations for the procurement of commodities or services.

	"Negotiate" means to conduct legitimate, arm's length discussions and conferences to reach an agreement on a term or price.

"Professional Services" means those services within the scope of the practice of architecture, professional engineering, landscape architecture, or registered surveying and mapping, as defined by the laws of Florida, or those services performed by any architect, professional engineer, landscape architect, or registered surveyor and mapper, in connection with the firm's or individual's professional employment or practice.

"Proposal (or Reply or Response) Most Advantageous to the District" means, as determined in the sole discretion of the Board, the proposal, reply, or response that is:

Submitted by a person or firm capable and qualified in all respects to perform fully the contract requirements, who has the integrity and reliability to assure good faith performance;

The most responsive to the Request for Proposals, Invitation to Negotiate, or Competitive Solicitation as detem1ined by the Board; and

For a cost to the District deemed by the Board to be reasonable.

"Purchase" means acquisition by sale, rent, lease, lease/purchase, or installment sale. It does not include transfer, sale, or exchange of goods, supplies, or materials between the District and any federal, state, regional or local governmental entity or political subdivision of the State of Florida.

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"Request for Proposals" or "RFP" is a written solicitation for sealed proposals with the title, date, and hour of the public opening designated and requiring the manual signature of an authorized representative. It may provide general information, applicable laws and rules, statement of work, functional or general specifications, qualifications, proposal instructions, work detail analysis, and evaluation criteria as necessary.

"Responsive and Responsible Bidder" means an entity or individual that has submitted a bid that conforms in all material respects to the Invitation to Bid and has the capability in all respects to fully perform the contract requirements and the integrity and reliability that will assure good faith performance. "Responsive and Responsible Vendor" means an entity or individual that has submitted a proposal, reply, or response that conforms in all material respects to the Request for Proposals, Invitation to Negotiate, or Competitive Solicitation and has the capability in all respects to fully perform the contract requirements and the integrity and reliability that will assure good faith performance. In determining whether an entity or individual is a Responsive and Responsible Bidder (or Vendor), the District may consider, in addition to factors described in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, the following:

The ability and adequacy of the professional personnel employed by the entity/individual;

The past perfom1ance of the entity/individual for the District and in other professional employment;

The willingness of the entity/individual to meet time and budget requirements;

The geographic location of the entity's/individual's headquarters or office in relation to the project;

The	recent,	current,	and	projected	workloads	of	the entity/individual;

The volume of work previously awarded to the entity/individual;

Whether   the  cost  components	of the bid or proposal are appropriately balanced; and

Whether the entity/individual 1s a certified minority business enterprise.

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"Responsive Bid," "Responsive Proposal," "Responsive Reply," and "Responsive Response" all mean a bid, proposal, reply, or response which conforms in all material respects to the specifications and conditions in the Invitation to Bid, Request for Proposals, Invitations to Negotiate, or Competitive Solicitation document and these Rules, and the cost components of which, if any, are appropriately balanced. A bid, proposal, reply or response is not responsive if the person or firm submitting it fails to meet any material requirement relating to the qualifications, financial stability, or licensing of the bidder.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.033, 255.20, 287.055, Fla. Stat.

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Rule 3.1

(I)

(2)

Procedure Under the Consultants' Competitive Negotiations Act.

Scope. The following procedures are adopted for the selection of firms or individuals to provide Professional Services exceeding the thresholds herein described, for the negotiation of such contracts, and to provide for protest of actions of the Board under this Rule. As used in this Rule, "Project" means that fixed capital outlay study or planning activity when basic construction cost is estimated by the District to exceed the threshold amount provided in Section
287.017 of the Florida Statutes, for CATEGORY FIVE, or for a planning study activity when the fee for Professional Services is estimated by the District to exceed the threshold amount provided in Section 287.017 for CATEGORY TWO, as such categories may be amended or adjusted from time to time.

Qualifying Procedures. In order to be eligible to provide Professional Services to the District, a consultant must, at the time of receipt of the firm's qualification submittal:

Hold all required applicable state professional licenses in good standing;

Hold all required applicable federal licenses in good standing, if any;

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607 of the Florida Statutes, if the consultant is a corporation; and

Meet any qualification requirements set forth in the District's Request for Qualifications.

Evidence of compliance with this Rule may be submitted with the qualifications, if requested by the District. In addition, evidence of compliance must be submitted any time requested by the District.

Public Announcement. Except in cases of valid public emergencies as certified by the Board, the District shall announce each occasion when Professional Services are required for a Project or a Continuing Contract by publishing a notice providing a general description of the Project, or the nature of the Continuing Contract, and the method for interested consultants to apply for consideration. The notice shall appear in at least one (I) newspaper of general circulation in the District and in such other places as the District deems appropriate. The notice must allow at least fourteen (14) days for submittal of qualifications from the date of publication. The District may maintain lists of consultants interested in receiving such notices. These consultants are encouraged to submit armually statements of qualifications and performance data. The District shall make reasonable efforts to provide copies of any notices to such consultants, but the failure to do so shall not give such consultants any bid protest or other rights or otherwise disqualify any otherwise valid procurement process. The Board has the

27

right to reject any and all qualifications, and such reservation shall be included in the published notice. Consultants not receiving a contract award shall not be entitled to recover from the District any costs of qualification package preparation or submittal.

Competitive Selection.

The Board shall review and evaluate the data submitted in response to the notice described in section (3) of this Rule regarding qualifications and performance ability, as well as any statements of qualifications on file. The Board shall conduct discussions with, and may require public presentation by consultants regarding their qualifications, approach to the Project, and ability to furnish the required services. The Board shall then select and list the consultants, in order of preference, deemed to be the most highly capable and qualified to perform the required Professional Services, after considering these and other appropriate criteria:

The ability and adequacy of the professional personnel employed by each consultant;

Whether a consultant is a certified minority business enterprise;

Each consultant's past performance;

The willingness of each consultant to meet time and budget requirements;

The geographic location of each consultant's headquarters, office and personnel in relation to the project;

The recent, current, and projected workloads of each consultant; and

The volume of work previously awarded to each consultant by the District.

Nothing in these Rules shall prevent the District from evaluating and eventually selecting a consultant if less than three (3) Responsive qualification packages, including packages indicating a desire not to provide Professional Services on a given Project, are received.

If the selection process is administered by any person or committee other than the full Board, the selection made will be presented to the full Board with a recommendation that competitive negotiations be instituted with the selected firms in order of preference listed.

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Notice of the rankings adopted by the Board, including the rejection of some or all qualification packages, shall be provided in writing to all consultants by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: "Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests of the District's ranking decisions under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

Competitive Negotiation.

After the Board has authorized the beginning of competitive negotiations, the District may begin such negotiations with the firm listed as most qualified to perform the required Professional Services at a rate or amount of compensation which the Board determines is fair, competitive, and reasonable.

In negotiating a lump-sum or cost-plus-a-fixed-fee professional contract for more than the threshold amount provided in Section 287.017 of the Florida Statutes, for CATEGORY FOUR, the firm receiving the award shall be required to execute a truth-in-negotiation certificate stating that "wage rates and other factual unit costs supporting the compensation are accurate, complete and current at the time of contracting." In addition, any professional service contract under which such a certificate is required, shall contain a provision that "the original contract price and any additions thereto, shall be adjusted to exclude any significant sums by which the Board determines the contract price was increased due to inaccurate, incomplete, or noncurrent wage rates and other factual unit costs. 11

Should the District be unable to negotiate a satisfactory agreement with the firm determined to be the most qualified at a price deemed by the District to be fair, competitive, and reasonable, then negotiations with that firm shall be terminated and the District shall immediately begin negotiations with the second most qualified firm. If a satisfactory agreement with the second firm cannot be reached, those negotiations shall be terminated and negotiations with the third most qualified firm shall be undertaken.

Should the District be unable to negotiate a satisfactory agreement with one of the top three (3) ranked consultants, additional firms shall be selected by the District, in order of their competence and qualifications. Negotiations shall continue, beginning with the first-named firm on the list, until an agreement is reached or the list of firms is exhausted.

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Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

Continuing Contract. Nothing in this Rule shall prohibit a Continuing Contract between a consultant and the District.

Emergency Purchase. The District may make an Emergency Purchase without complying with these Rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 119.0701, 190.011(3), 190.033, 287.055, Fla. Stat.

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Rule3.2	Procedure Regarding Auditor Selection.

In order to comply with the requirements of Section 218.391 of the Florida Statutes, the following procedures are outlined for selection of firms or individuals to provide Auditing Services and for the negotiation of such contracts. For audits required under Chapter 190 of the Florida Statutes but not meeting the thresholds of Chapter 218 of the Florida Statutes, the District need not follow these procedures but may proceed with the selection of a firm or individual to provide Auditing Services and for the negotiation of such contracts in the manner the Board determines is in the best interests of the District.

Definitions.

"Auditing Services" means those services within the scope of the practice of a certified public accounting firm licensed under Chapter 473 of the Florida Statutes, and qualified to conduct audits in accordance with government auditing standards as adopted by the Florida Board of Accountancy.

"Committee" means the auditor selection committee appointed by the Board as described in section (2) of this Rule.

Establishment of Auditor Selection Committee. Prior to a public announcement under section (4) of this Rule that Auditing Services are required, the Board shall establish an auditor selection committee ("Committee"), the primary purpose of which is to assist the Board in selecting an auditor to conduct the annual financial audit required by Section 218.39 of the Florida Statutes. The Committee shall include at least three individuals, at least one of which must also be a member of the Board. The establishment and selection of the Committee must be conducted at a publicly noticed and held meeting of the Board. The Chairperson of the Committee must be a member of the Board. An employee, a chief executive officer, or a chief financial officer of the District may not serve as a member of the Committee; provided however such individual may serve the Committee in an advisory capacity.

Establishment of Minimum Qualifications and Evaluation Criteria. Prior to a public announcement under section (4) of this Rule that Auditing Services are required, the Committee shall meet at a publicly noticed meeting to establish minimum qualifications and factors to use for the evaluation of Auditing Services to be provided by a certified public accounting firm licensed under Chapter 473 of the Florida Statutes, and qualified to conduct audits in accordance with governn1ent auditing standards as adopted by the Florida Board of Accountancy.

Minimum Qualifications. In order to be eligible to submit a proposal, a firm must, at all relevant times including the time of receipt of the proposal by the District:

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Hold all required applicable state professional licenses m good standing;

Hold all required applicable federal licenses in good standing, if any;

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607 of the Florida Statutes, if the proposer is a corporation; and

Meet   any	pre-qualification	requirements	established	by	the Committee and set forth in the RFP or other specifications.

If requested in the RFP or other specifications, evidence of compliance with the minimum qualifications as established by the Committee must be submitted with the proposal.

Evaluation Criteria. The factors established for the evaluation of Auditing Services by the Committee shall include, but are not limited to:

Ability of personnel;

Experience;

Ability to furnish the required services; and

Such other factors as may be determined by the Committee to be applicable to its particular requirements.

The Committee may also choose to consider compensation as a factor. If the Committee establishes compensation as one of the factors, compensation shall not be the sole or predominant factor used to evaluate proposals.

Public Announcement. After identifying the factors to be used in evaluating the proposals for Auditing Services as set forth in section (3) of this Rule, the Committee shall publicly announce the opportunity to provide Auditing Services. Such public armouncement shall include a brief description of the audit and how interested firms can apply for consideration and obtain the RFP. The notice shall appear in at least one (1) newspaper of general circulation in the District and the county in which the District is located. The public announcement shall allow for at least seven (7) days for the submission of proposals.

Request for Proposals. The Committee shall provide interested firms with a Request for Proposals ("RFP"). The RFP shall provide information on how proposals are to be evaluated and such other information the Committee

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determines is necessary for the firm to prepare a proposal. The RFP shall state the time and place for submitting proposals.

Committee's Evaluation of Proposals and Recommendation. The Committee shall meet at a publicly held meeting that is publicly noticed for a reasonable time in advance of the meeting to evaluate all qualified proposals and may, as part of the evaluation, require that each interested firm provide a public presentation where the Committee may conduct discussions with the firm, and where the firm may present information, regarding the firm's qualifications. At the public meeting, the Committee shall rank and recommend in order of preference no fewer than three firms deemed to be the most highly qualified to perform the required services after considering the factors established pursuant to subsection (3)(b) of this Rule. If fewer than three firms respond to the RFP or if no firms respond to the RFP, the Committee shall recommend such firm as it deems to be the most highly qualified. Notwithstanding the foregoing, the Committee may recommend that any and all proposals be rejected.

Board Selection of Auditor.

Where compensation was not selected as a factor used in evaluating the proposals, the Board shall negotiate with the firm ranked first and inquire of that firm as to the basis of compensation. If the Board is unable to negotiate a satisfactory agreement with the first ranked firm at a price deemed by the Board to be fair, competitive, and reasonable, then negotiations with that firm shall be terminated and the Board shall immediately begin negotiations with the second ranked firm. If a satisfactory agreement with the second ranked firm cannot be reached, those negotiations shall be terminated and negotiations with the third ranked firm shall be undertaken. The Board may reopen formal negotiations with any one of the three top-ranked firms, but it may not negotiate with more than one firm at a time. If the Board is unable to negotiate a satisfactory agreement with any of the selected firms, the Committee shall recommend additional firms in order of the firms' respective competence and qualifications. Negotiations shall continue, beginning with the first-named firm on the list, until an agreement is reached or the list of firms is exhausted.

Where compensation was selected as a factor used in evaluating the proposals, the Board shall select the highest-ranked qualified firm or document in its public records the reason for not selecting the highest­ ranked qualified firm.

In negotiations with firms under this Rule, the Board may allow the District Manager, District Counsel, or other designee to conduct negotiations on its behalf.

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Notwithstanding the foregoing, the Board may reject any or all proposals. The Board shall not consider any proposal, or enter into any contract for Auditing Services, unless the proposed agreed-upon compensation is reasonable to satisfy the requirements of Section 218.39 of the Florida Statutes, and the needs of the District.

Contract. Any agreement reached under this Rule shall be evidenced by a written contract, which may take the form of an engagement letter signed and executed by both parties. The written contract shall include all provisions and conditions of the procurement of such services and shall include, at a minimum, the following:

A provision specifying the services to be provided and fees or other compensation for such services;

A provision requiring that invoices for fees or other compensation be submitted in sufficient detail to demonstrate compliance with the terms of the contract;

A provision setting forth deadlines for the auditor to submit a preliminary draft audit report to the District for review and to submit a final audit report no later than June 30 of the fiscal year that follows the fiscal year for which the audit is being conducted;

A provision specifying the contract period, including renewals, and conditions under which the contract may be terminated or renewed. The maximum contract period including renewals shall be five (5) years. A renewal may be done without the use of the auditor selection procedures provided in this Rule but must be in writing.

Provisions required by law that require the auditor to comply with public records laws.

Notice of Award. Once a negotiated agreement with a firm or individual is reached, or the Board authorizes the execution of an agreement with a firm where compensation was a factor in the evaluation of proposals, notice of the intent to award, including the rejection of some or all proposals, shall be provided in writing to all proposers by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: "Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests regarding the award of contracts under this Rule shall be as provided for in Rule 3.11. No proposer shall be entitled to recover any costs of proposal preparation or snbmittal from the District.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 119.0701, 218.33, 218.391, Fla. Stat.

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Rule3.3

(1)

(2)

Purchase of Insurance.

Scope. The purchases of life, health, accident, hospitalization, legal expense, or annuity insurance, or all of any kinds of such insurance for the officers and employees of the District, and for health, accident, hospitalization, and legal expenses upon a group insurance plan by the District, shall be governed by this Rule. This Rule does not apply to the purchase of any other type of insurance by the District, including but not limited to liability insurance, property insurance, and directors and officers insurance. Nothing in this Rule shall require the District to purchase insurance.

Procedure.	For a purchase of insurance within the scope of these Rules, the following procedure shall be followed:

The Board shall cause to be prepared a Notice oflnvitation to Bid.

Notice of the Invitation to Bid shall be advertised at least once m a newspaper of general circulation within the District. The notice shall allow at least fourteen (14) days for submittal of bids.

The District may maintain a list of persons interested in receiving notices oflnvitations to Bid. The District shall make reasonable efforts to provide copies of any notices to such persons, but the failure to do so shall not give such consultants any bid protest or other rights or otherwise disqualify any otherwise valid procurement process.

Bids shall be opened at the time and place noted in the Invitation to Bid.

If only one (I) response to an Invitation is received, the District may proceed with the purchase. If no response to an Invitation to Bid is received, the District may take whatever steps are reasonably necessary in order to proceed with the purchase.

The Board has the right to reject any and all bids and such reservations shall be included in all solicitations and advertisements.

Simultaneously with the review of the submitted bids, the District may undertake negotiations with those companies that have submitted reasonable and timely bids and, in the opinion of the District, are fully qualified and capable of meeting all services and requirements. Bid responses shall be evaluated in accordance with the specifications and criteria contained in the Invitation to Bid; in addition, the total cost to the District, the cost, if any, to the District officers, employees, or their dependents, the geographic location of the company's headquarters and offices in relation to the District, and the ability of the company to guarantee premium stability may be considered. A contract to purchase

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insurance shall be awarded to that company whose response to the Invitation to Bid best meets the overall needs of the District, its officers, employees, and/or dependents.

Notice of the intent to award, including rejection of some or all bids, shall be provided in writing to all bidders by United States Mail, by hand delivery, or by overnight delivery service. The notice shall include the following statement: "Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests of the District's procurement of insurance under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: § 112.08, Fla. Stat.

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Rule 3.4

(1)

Pre-qualification

Scope. In its discretion, the District may undertake a pre-qualification process in accordance with this Rule for vendors to provide construction services, goods, supplies, and materials, Contractual Services, and maintenance services.

Procedure.	When the District seeks to pre-qualify vendors, the following procedures shall apply:

The Board shall cause to be prepared a Request for Qualifications.

For construction services exceeding the thresholds described in Section
255.20 of the Florida Statutes, the Board must advertise the proposed pre­ qualification criteria and procedures and allow at least seven (7) days notice of the public hearing for comments on such pre-qualification criteria and procedures. At such public hearing, potential vendors may object to such pre-qualification criteria and procedures. Following such public hearing, the Board shall formally adopt pre-qualification criteria and procedures prior to the advertisement of the Request for Qualifications for construction services.

The Request for Qualifications shall be advertised at least once in a newspaper of general circulation within the District and within the county in which the District is located. The notice shall allow at least seven (7) days for submittal of qualifications for goods, supplies and materials, Contractual Services, maintenance services, and construction services under two hundred fifty thousand dollars ($250,000). The notice shall allow at least twenty-one (21) days for submittal of qualifications for construction services estimated to cost over two hundred fifty thousand dollars ($250,000) and thirty (30) days for construction services estimated to cost over five hundred thousand dollars ($500,000).

The District may maintain lists of persons interested in receiving notices of Requests for Qualifications. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any pre-qualification determination or contract awarded in accordance with these Rules and shall not be a basis for a protest of any pre-qualification determination or contract award.

If the District has pre-qualified vendors for a particular category of purchase, at the option of the District, only those persons who have been pre-qualified will be eligible to submit bids, proposals, replies or

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responses in response to the applicable Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

In order to be eligible to submit qualifications, a firm or individual must, at the time of receipt of the qualifications:

Hold all required applicable state professional licenses in good standing;

Hold all required applicable federal licenses in good standing, if any;

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607 of the Florida Statutes, if the vendor is a corporation; and

Meet any special pre-qualification requirements set forth in the Request for Qualifications.

Evidence of compliance with these Rules must be submitted with the qualifications if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the qualifications.

Qualifications shall be presented to the Board, or a committee appointed by the Board, for evaluation in accordance with the Request for Qualifications and this Rule. Minor variations in the qualifications may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature.

All vendors determined by the District to meet the pre-qualification requirements shall be pre-qualified. To assure full understanding of the responsiveness to the requirements contained in a Request for Qualifications, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion and revision of qualifications. For construction services, any contractor pre-qualified and considered eligible by the Department of Transportation to bid to perform the type of work the project entails shall be presumed to be qualified to perform the project.

The Board shall have the right to reject all qualifications if there are not enough to be competitive or if rejection is determined to be in the best interest of the District. No vendor shall be entitled to recover any costs of qualification preparation or submittal from the District.

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G) Notice of intent to pre-qualify, including rejection of some or all qualifications, shall be provided in writing to all vendors by United States Mail, electronic mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: "Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests of the District's pre-qualification decisions under this Rule shall be in accordance with the procedures set forth in Rule 3.11; provided however, protests related to the pre-qualification criteria and procedures for construction services shall be resolved in accordance with section (2)(b) of this Rule and Section 255.20(1)(b) of the Florida Statutes.

Suspension, Revocation, or Denial of Qualification

The District, for good cause, may deny, suspend, or revoke a prequalified vendor's pre-qualified status. A suspension, revocation, or denial for good cause shall prohibit the vendor from bidding on any District construction contract for which qualification is required, shall constitute a determination of non-responsibility to bid on any other District construction or maintenance contract, and shall prohibit the vendor from acting as a material supplier or subcontractor on any District contract or project during the period of suspension, revocation, or denial. Good cause shall include the following:
1. One of the circumstances specified under Section 337.16(2),  Fla. Stat., has occurred.
11. Affiliated contractors submitted more than one proposal for the same work. In this event the pre-qualified status of all  of  the  affiliated bidders will be revoked, suspended, or denied. All bids of affiliated bidders will be rejected.
111. The vendor made or submitted false, deceptive, or fraudulent statements, certifications, or materials in any claim for payment or any information required by any District contract.
1v. The vendor or its affiliate defaulted on any contract or a contract surety assumed control of financial responsibility for any contract of the vendor.
v. The vendor's qualification to bid is suspended, revoked, or denied by any other public or semi-public entity, or the vendor has been the subject of a civil enforcement proceeding or settlement involving a public or semi-public entity.

v1. The vendor failed to comply with contract or warranty requirements or failed to follow District direction in the performance of a contract.

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v11. The vendor failed to timely furnish all contract documents required by the contract specifications, special provisions, or by any state or federal statutes or regulations. If the vendor fails to furnish any of the subject contract documents by the expiration of the period of suspension, revocation, or denial set forth above, the vendor's pre­ qualified status shall remain suspended, revoked, or denied until the documents are furnished.
v111. The vendor failed to notify  the District  within  10 days of the  vendor, or any of its affiliates, being declared in default or otherwise not completing work on a contract or  being  suspended  from qualification  to bid or denied qualification to bid by any other public or semi-public agency.
1x. The vendor did not pay its subcontractors or suppliers in a timely manner or in compliance with contract documents.
The vendor has demonstrated instances of poor or unsatisfactory performance, deficient management resulting in project delay, poor quality workmanship, a history of payment of liquidated damages, untimely completion of projects, uncooperative attitude, contract litigation, inflated claims or defaults.
x1. An affiliate of the vendor has previously been determined by the District to be non-responsible, and the specified period of suspension, revocation, denial, or non-responsibility remains in effect.

xn. The vendor or affiliate(s) has been convicted of a contract crime.

The term "contract crime" means any violation of state or federal antitrust laws with respect to a public contract or any violation of any state or federal law involving fraud, bribery, collusion, conspiracy, or material misrepresentation with respect to a public contract.
The term "convicted" or "conviction" means a finding of guilt or a conviction of a contract crime, with or without an adjudication of guilt, in any federal or state trial court of record as a result of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contendere.

A denial, suspension, or revocation shall prohibit the vendor from being a subcontractor on District work during the period of denial, suspension, or revocation, except when a prime contractor's bid has used prices of a subcontractor who becomes disqualified after the bid, but before the request for authorization to sublet is presented.

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The District shall inform the vendor in writing of its intent to deny, suspend, or revoke its pre-qualified status and inform the vendor of its right to a hearing, the procedure which must be followed, and the applicable time limits. If a hearing is requested within 10 days after the receipt of the notice of intent, the hearing shall be held within 30 days after receipt by the District of the request for the hearing. The decision shall be issued within 15 days after the hearing.

Such suspension or revocation shall not affect the vendor's obligations under any preexisting contract.
In the case of contract crimes, the vendor's pre-qualified status under this Rule shall be revoked indefinitely. For all violations of Rule 3.4(3)(a) other than for the vendor's conviction for contract crimes, the revocation, denial, or suspension of a vendor's pre-qualified status under this Rule shall be for a specific period of time based on the seriousness of the deficiency.

Examples of factors affecting the seriousness of a deficiency are:

1. Impacts on project schedule, cost, or quality of work;

11. Unsafe conditions allowed to exist;

111. Complaints from the public;

IV.	Delay or interference with the bidding process;

v. The potential for repetition;

v1. Integrity of the public contracting process;

VIL	Effect on the health, safety, and welfare of the public.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.033, 255.0525, 255.20, Fla. Stat.

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Rule 3.5

(1)

(2)

Construction Contracts, Not Design-Build.

Scope. All contracts for the construction or improvement of any building, structure, or other public construction works authorized by Chapter 190 of the Florida Statutes, the costs of which are estimated by the District in accordance with generally accepted cost accounting principles to be in excess of the threshold amount for applicability of Section 255.20 of the Florida Statutes, as that amount may be indexed or amended from time to time, shall be let under the terms of these Rules and the procedures of Section 255.20 of the Florida Statutes, as the same may be amended from time to time. A project shall not be divided solely to avoid the threshold bidding requirements.

Procedure. When a purchase of construction services is within the scope of this Rule, the following procedures shall apply:

The Board shall cause to be prepared an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Notice of the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be advertised at least once in a newspaper of general circulation in the District and in the county in which the District is located. The notice shall also include the amount of the bid bond, if one is required. The notice shall allow at least twenty-one (21) days for submittal of sealed bids, proposals, replies, or responses, unless the Board, for good cause, determines a shorter period of time is appropriate. Any project projected to cost more than five hundred thousand dollars ($500,000) must be noticed at least thirty (30) days prior to the date for submittal of bids, proposals, replies, or responses. If the Board has previously pre-qualified contractors pursuant to Rule 3.4 and determined that only the contractors that have been pre-qualified will be permitted to submit bids, proposals, replies, and responses, the Notice of Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation need not be published. Instead, the Notice of Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be sent to the pre-qualified contractors by United States Mail, hand delivery, facsimile, or overnight delivery service.

The District may maintain lists of persons interested in receiving notices of Invitations to Bid, Requests for Proposals, Invitations to Negotiate, and Competitive Solicitations. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with this Rule and shall not be a basis for a protest of any contract award.

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If the District has pre-qualified providers of construction services, then, at the option of the District, only those persons who have been pre-qualified will be eligible to submit bids, proposals, replies, or responses to Invitations to Bid, Requests for Proposals, Invitations to Negotiate, and Competitive Solicitations.

In order to be eligible to submit a bid, proposal, reply, or response, a firm or individual must, at the time of receipt of the bids, proposals, replies, or responses:

Hold all required applicable state professional licenses m good standing;

Hold all required applicable federal licenses in good standing, if any;

Hold a cunent and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607 of the Florida Statutes, if the bidder is a corporation; and

Meet any special pre-qualification requirements set forth in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Any contractor that has been found guilty by a court of any violation of federal labor or employment tax laws regarding subjects including but not limited to, reemployment assistance, safety, tax withholding, worker's compensation, unemployment tax, social security and Medicare tax, wage or hour, or prevailing rate laws within the past 5 years may be considered ineligible by the District to submit a bid, response, or proposal for a District project.

Evidence of compliance with these Rules must be submitted with the bid, proposal, reply, or response, if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the bid, proposal, reply, or response.

Bids, proposals, replies, and responses, or the portions of which that include the price, shall be publicly opened at a meeting noticed in accordance with Rule 1.3, and at which at least one district representative is present. The name of each bidder and the price submitted in the bid shall be announced at such meeting and shall be made available upon request. Minutes should be taken at the meeting and maintained by the District. Bids, proposals, replies, and responses shall be evaluated in

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accordance with the respective Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation and these Rules. Minor variations in the bids, proposals, replies, or responses may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids and proposals may not be modified or supplemented after opening; provided however, additional information may be requested and/or provided to evidence compliance, make non-material modifications, clarifications, or supplementations, and as otherwise permitted by Florida law.

The lowest Responsive Bid submitted by a Responsive and Responsible Bidder in response to an Invitation to Bid shall be accepted. In relation to a Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, the Board shall select the Responsive Proposal, Reply, or Response submitted by a Responsive and Responsible Vendor which is most advantageous to the District. To assure full understanding of the responsiveness to the solicitation requirements contained in a Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion, preparation, and revision of bids, proposals, replies, and responses.

The Board shall have the right to reject all bids, proposals, replies, or responses because they exceed the amount of funds budgeted for the purchase, if there are not enough to be competitive, or if rejection is determined to be in the best interest of the District. No contractor shall be entitled to recover any costs of bid, proposal, response, or reply preparation or submittal from the District.

The Board may require potential contractors to furnish bid bonds, perfornmnce bonds, and/or other bonds with a responsible surety to be approved by the Board.

(i) Notice of intent to award, including rejection  of  some  or  all  bids, proposals, replies, or responses, shall be provided in writing to all contractors by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: "Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests of the District's purchase of construction services under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

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(k)  If less than three (3) Responsive  Bids, Proposals,  Replies,  or Responses are received, the District may purchase construction services or may reject the bids, proposals, replies, or responses for a lack of competitiveness. If no Responsive Bid, Proposal, Reply, or Response is received, the District may proceed with the procurement of construction services, in the manner the Board determines is in the best interests of the District, which may include but is not limited to a direct purchase of the construction services witho_ut further competitive selection processes.

Sole Source; Government. Construction services that are only available from a single source are exempt from this Rule. Construction services provided by governmental agencies are exempt from this Rule. This Rule shall not apply to the purchase of construction services, which may include goods, supplies, or materials, that are purchased under a federal, state, or local government contract that has been competitively procured by such federal, state, or local government in a manner consistent with the material procurement requirements of these Rules. A contract for construction services is exempt from this Rule if state or federal law prescribes with whom the District must contract or if the rate of payment is established during the appropriation process.

Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

Emergency Purchases. The District may make an Emergency Purchase without complying with these rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board Meeting.

Exceptions. This Rule is inapplicable when:

The project is undertaken as repair or maintenance of an existing public facility;

The funding source of the project will be diminished or lost because the time required to competitively award the project after the funds become available exceeds the time within which the funding source must be spent;

The District has competitively awarded a project and the contractor has abandoned the project or the District has terminated the contract; or

The District, after public notice, conducts a public meeting under Section
286.011 of the Florida Statutes, and finds by a majority vote of the Board that it is in the public's best interest to perform the project using its own services, employees, and equipment.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 119.0701, 189.053, 190.033, 255.0518, 255.0525, 255.20, 287.055, Fla. Stat.

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Rule 3.6

(1)

(2)

Construction Contracts, Design-Build.

Scope. The District may utilize Design-Build Contracts for any public construction project for which the Board determines that use of such contract is in the best interest of the District. When letting a Design-Build Contract, the District shall use the following procedure:

Procedure.

The District shall utilize a Design Criteria Professional meeting the requirements of Section 287.055(2)(k) of the Florida Statutes, when developing a Design Criteria Package, evaluating the proposals and qualifications submitted by Design-Build Firms, and detem1ining compliance of the project construction with the Design Criteria Package. The Design Criteria Professional may be an employee of the District, may be the District Engineer selected by the District pursuant to Section
287.055 of the Florida Statutes, or may be retained pursuant to Rule 3.1. The Design Criteria Professional is not eligible to render services under a Design-Build Contract executed pursuant to the Design Criteria Package.

A Design Criteria Package for the construction project shall be prepared and sealed by the Design Criteria Professional. If the project utilizes existing plans, the Design Criteria Professional shall create a Design Criteria Package by supplementing the plans with project specific requirements, if any.

The Board may either choose to award the Design-Build Contract pursuant to the competitive proposal selection process set forth in Section 287.055(9) of the Florida Statutes, or pursuant to the qualifications-based selection process pursuant to Rule 3.1.

Qualifications Based Selection. If the process set forth in Rule 3.1 is utilized, subsequent to competitive negotiations, a guaranteed maximum price and guaranteed completion date shall be established.

Competitive Proposal-Based Selection. If the competitive proposal selection process is utilized, the Board, in consultation with the Design Criteria Professional, shall establish the criteria, standards and procedures for the evaluation of Design-Build Proposals based on price, technical, and design aspects of the project, weighted for the project. After a Design Criteria Package and the standards and procedures for evaluation of proposals have been developed, competitive proposals from qualified firms shall be solicited pursuant to the design criteria by the following procedure:

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A Request for Proposals shall be advertised at least once in a newspaper of general circulation in the county in which the District is located. The notice shall allow at least twenty-one (21) days for submittal of sealed proposals, unless the Board, for good cause, determines a shorter period ohime is appropriate. Any project projected to cost more than five hundred thousand dollars ($500,000) must be noticed at least thirty (30) days prior to the date for submittal of proposals.

The District may maintain lists of persons interested in receiving notices of Requests for Proposals. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with. this Rule and shall not be a basis for a protest of any contract award.

In order to be eligible to submit a proposal, a fom must, at the time of receipt of the proposals:

Hold the required applicable state professional licenses in good standing, as defined by Section 287.055(2)(h) of the Florida Statutes;

Hold all required applicable federal licenses in good standing, if any;

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607 of the Florida Statutes, if the proposer is a corporation;

Meet any special pre-qualification requirements set forth in the Request for Proposals and Design Criteria Package.

Any contractor that has been found guilty by a court of any violation of federal labor or employment tax laws regarding subjects including but not limited to reemployment assistance, safety, tax withholding, worker's compensation, unemployment tax, social security and Medicare tax, wage or hour, or prevailing rate laws within the past 5 years may

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be considered ineligible by the District to submit a bid, response, or proposal for a District project.

Evidence of compliance with these Rules must be submitted with the proposal if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the proposal.

The proposals, or the portions of which that include the price, shall be publicly opened at a meeting noticed in accordance with Rule 1.3, and at which at least one district representative is present. The name of each bidder and the price submitted in the bid shall be announced at such meeting and shall be made available upon request. Minutes should be taken at the meeting and maintained by the District. In consultation with the Design Criteria Professional, the Board shall evaluate the proposals received based on evaluation criteria and procedures established prior to the solicitation of proposals, including but not limited to qualifications, availability, and past work of the firms and the partners and members thereof. The Board shall then select no fewer than three (3) Design­ Build Firms as the most qualified.

The Board shall have the right to reject all proposals if the proposals are too high, or rejection is determined to be in the best interest of the District. No vendor shall be entitled to recover any costs of proposal preparation or submittal from the District.

If less than three (3) Responsive Proposals are received, the District may purchase design-build services or may reject the proposals for lack of competitiveness. If no Responsive Proposals are received, the District may proceed with the procurement of design-build services in the manner the Board detennines is in the best interests of the District, which may include but is not limited to a direct purchase of the design-build services without further competitive selection processes.

Notice of the rankings adopted by the Board, including the rejection of some or all proposals, shall be provided in writing to all consultants by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: "Failure to file a protest within the time prescribed in Rule 3.11 of the

49

Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests of the District's rankings under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

The Board shall negotiate a contract with the firm ranking the highest based on the evaluation standards and shall establish a price which the Board determines is fair, competitive and reasonable. Should the Board be unable to negotiate a satisfactory contract with the firm considered to be the most qualified at a price considered by the Board to be fair, competitive, and reasonable, negotiations with that firm must be terminated. The Board shall then undertake negotiations with the second most qualified firm, based on the ranking by the evaluation standards. Should the Board be unable to negotiate a satisfactory contract with the firm considered to be the second most qualified at a price considered by the Board to be fair, competitive, and reasonable, negotiations with that firm must be terminated. The Board shall then undertake negotiations with the third most qualified firm. Should the Board be unable to negotiate a satisfactory contract with the firm considered to be the third most qualified at a price considered by the Board to be fair, competitive, and reasonable, negotiations with that firm must be tenninated. Should the Board be unable to negotiate a satisfactory contract with any of the selected firms, the Board shall select additional firms in order of their rankings based on the evaluation standards and continue negotiations until ai1 agreement is reached or the list of firms is exhausted.

After the Board contracts with a firm, the firm shall bring to the Board for approval, detailed working drawings of the project.

The Design Criteria Professional shall evaluate the compliance of the detailed working drawings and project construction with the Design Criteria Package and shall provide the Board with a report of the same.

Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

Emergency Purchase. The Board may, in case of public emergency, declare an emergency and immediately proceed with negotiations with the best qualified

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Design-Build Firm available at the time. The fact that an Emergency Purchase has occurred shall be noted in the minutes of the next Board meeting.

Exceptions. This Rule is inapplicable when:

The project is undertaken as repair or maintenance of an existing public facility;

The funding source of the project will be diminished or lost because the time required to competitively award the project after the funds become available exceeds the time within which the funding source must be spent;

The District has competitively awarded a project and the contractor has abandoned the project or the District has terminated the contractor; or

The District, after public notice, conducts a public meeting under Section
286.01 I of the Florida Statutes, and finds by a majority vote of the Board that it is in the public's best interest to perform the project using its own services, employees, and equipment.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 119.0701, 189.053, 190.033, 255.0518, 255.0525, 255.20, 287.055, Fla. Stat.

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Rule 3.7

(1)

(2)

Payment and Performance Bonds.

Scope. This Rule shall apply to contracts for the construction of a public building, for the prosecution and completion of a public work, or for repairs upon a public building or public work and shall be construed in addition to terms prescribed by any other Rule that may also apply to such contracts.

Required Bond. Upon entering into a contract for any of the services described in section (1) of this Rule in excess of $200,000, the Board should require that the contractor, before commencing the work, execute and record a payment and performance bond in an amount equal to the contract price. Notwithstanding the terms of the contract or any other law, the District may not make payment to the contractor until the contractor has provided to the District a certified copy of the recorded bond.

(3) Discretionary Bond.  At the discretion of the Board, upon entering into a contract for any of the services described in section (I) of this Rule for an amount not exceeding $200,000, the contractor may be exempted from executing a payment and performance bond.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: § 255.05, Fla. Stat.

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Rule3.8

(1)

(2)

Goods, Supplies, aud Materials.

Purpose and Scope. All purchases of goods, supplies, or materials exceeding the amount provided in Section 287.017 of the Florida Statutes, for CATEGORY FOUR, shall be purchased under the tem1s of this Rule. Contracts for purchases of "goods, supplies, and materials" do not include printing, insurance, advertising, or legal notices. A contract involving goods, supplies, or materials plus maintenance services may, in the discretion of the Board, be treated as a contract for maintenance services. However, a purchase shall not be divided solely m order to avoid the threshold bidding requirements.

Procedure. When a purchase of goods, supplies, or materials is within the scope of this Rule, the following procedures shall apply:

The Board shall cause to be prepared an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Notice of the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be advertised at least once in a newspaper of general circulation within the District and within the county in which the District is located. The notice shall also include the amount of the bid bond, if one is required. The notice shall allow at least seven (7) days for submittal of bids, proposals, replies, or responses.

The District may maintain lists of persons interested in receiving notices of Invitations to Bid, Requests for Proposals, Invitations to Negotiate, or Competitive Solicitations. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with this Rule and shall not be a basis for a protest of any contract award.

If the District has pre-qualified suppliers of goods, supplies, and materials, then, at the option of the District, only those persons who have been pre­ qualified will be eligible to submit bids, proposals, replies, or responses.

In order to be eligible to submit a bid, proposal, reply, or response, a firm or individual must, at the time of receipt of the bids, proposals, replies, or responses:

Hold all required applicable state professional licenses m good standing;

Hold all required applicable federal licenses in good standing, if any;

53

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607 of the Florida Statutes, if the vendor is a corporation; and

Meet any special pre-qualification requirements set forth in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Evidence of compliance with these Rules must be submitted with the bid, proposal, reply or response if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the bid, proposal, reply, or response.

Any firm or individual whose principal place of business is outside the State of Florida must also submit a written opinion of an attorney at law licensed to practice law in that foreign state, as to the preferences, if any or none, granted by the law of that foreign state to business entities whose principal places of business are in that foreign state, in the letting of any or all public contracts. Failure to submit such a written opinion or submission of a false or misleading written opinion may be grounds for rejection of the bid, proposal, reply, or response.

Bids, proposals, replies, and responses shall be publicly opened at the time and place noted on the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation. Bids, proposals, replies, and responses shall be evaluated in accordance with the respective Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, and this Rule. Minor variations in the bids, proposals, replies, or responses may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids and proposals may not be modified or supplemented after opening; provided however, additional information may be requested and/or provided to evidence compliance, make non­ material modifications, clarifications, or supplementations, and as otherwise permitted by Florida law.

The lowest Responsive Bid, after taking into account the preferences provided for in this subsection, submitted by a Responsive and Responsible Bidder in response to an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be accepted. If the lowest Responsive Bid is submitted by a Responsive and Responsible Bidder whose principal place of business is located in a foreign state which does not grant a preference in competitive purchase to businesses whose principal place of business are in that foreign state, the

54

lowest Responsible and Responsive Bidder whose principal place of business is in the State of Florida shall be awarded a preference of five (5) percent. If the lowest Responsive Bid is submitted by a Responsive and Responsible Bidder whose principal place of business is located in a foreign state which grants a preference in competitive purchase to businesses whose principal place of business are in that foreign state, the lowest Responsible and Responsive Bidder whose principal place of business is in the State of Florida shall be awarded a preference equal to the preference granted by such foreign state.

To assure full understanding of the responsiveness to the solicitation requirements contained in an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion, preparation, and revision of bids, proposals, replies, and responses.

The Board shall have the right to reject all bids, proposals, replies, or responses because they exceed the amount of funds budgeted for the purchase, if there are not enough to be competitive, or if rejection is determined to be in the best interest of the District. No vendor shall be entitled to recover any costs of bid, proposal, reply, or response preparation or submittal from the District.

The Board may require bidders and proposers to furnish bid bonds, performance bonds, and/or other bonds with a responsible surety to be approved by the Board.

Notice of intent to award, including rejection of some or all bids, proposals, replies, or responses shall be provided in writing to all vendors by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement:  "Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests of the District's purchase of goods, supplies, and materials under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

If less than three (3) Responsive Bids, Proposals, Replies, or Responses are received, the District may purchase goods, supplies, or materials, or may reject the bids, proposals, replies, or responses for a lack of competitiveness. If no Responsive Bid, Proposal, Reply, or Response is received, the District may proceed with the procurement of goods, supplies, and materials, in the manner the Board determines is in the best interests of the District, which may include but is not limited to a direct

55

purchase of the goods, supplies, and materials without further competitive selection processes.

Goods, Supplies, and Materials included in a Construction Contract Awarded Pursuant to Rule 3.5 or 3.6. There may be occasions where the District has undergone the competitive purchase of construction services which contract may include the provision of goods, supplies, or materials. In that instance, the District may approve a change order to the contract and directly purchase the goods, supplies, and materials. Such purchase of goods, supplies, and materials deducted from a competitively purchased construction contract shall be exempt from this Rule.

Exemption. Goods, supplies, and materials that are only available from a single source are exempt from this Rule. Goods, supplies, and materials provided by governmental agencies are exempt from this Rule. A contract for goods, supplies, or materials is exempt from this Rule if state or federal law prescribes with whom the District must contract or if the rate of payment is established during the appropriation process. This Rule shall not apply to the purchase of goods, supplies or materials that are purchased under a federal, state, or local government contract that has been competitively procured by such federal, state, or local government in a manner consistent with the material procurement requirements of these Rules.

Renewal. Contracts for the purchase of goods, supplies, and/or materials subject to this Rule may be renewed for a maximum period of five (5) years.

Emergency Purchases. The District may make an Emergency Purchase without complying with these rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 189.053, 190.033, 287.017, 287.084, Fla. Stat.

56

Rule 3.9	Maiuteuauce Services.

(I)

(2)

Scope. All contracts for maintenance of any District facility or project shall be set under the terms of this Rule if the cost exceeds the amount provided in Section
287.017 of the Florida Statutes, for CATEGORY FOUR. A contract involving goods, supplies, and materials plus maintenance services may, in the discretion of the Board, be treated as a contract for maintenance services. However, a purchase shall not be divided solely in order to avoid the threshold bidding requirements.

Procedure. When a purchase of maintenance services is within the scope of this Rule, the following procedures shall apply:

The Board shall cause to be prepared an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Notice of the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be advertised at least once in a newspaper of general circulation within the District and within the county in which the District is located. The notice shall also include the amount of the bid bond, if one is required. The notice shall allow at least seven (7) days for submittal of bids, proposals, replies, or responses.

The District may maintain lists of persons interested in receiving notices of Invitations to Bid, Requests for Proposals, Invitations to Negotiate, and Competitive Solicitations. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with this Rule and shall not be a basis for a protest of any contract award.

If the District has pre-qualified suppliers of maintenance services, then, at the option of the District, only those persons who have been pre-qualified will be eligible to submit bids, proposals, replies, and responses.

In order to be eligible to submit a bid, proposal, reply, or response, a firm or individual must, at the time of receipt of the bids, proposals, replies, or responses:

Hold all required applicable state professional licenses m good standing;

Hold all required applicable federal licenses in good standing, if any;

57

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607 of the Florida Statutes, if the vendor is a corporation; and

Meet any special pre-qualification requirements set forth in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Evidence of compliance with these Rules must be submitted with the bid, proposal, reply, or response if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the bid, proposal, reply, or response.

Bids, proposals, replies, and responses shall be publicly opened at the time and place noted on the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation. Bids, proposals, replies, and responses shall be evaluated in accordance with the respective Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, and these Rules. Minor variations in the bids, proposals, replies, and responses may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids and proposals may not be modified or supplemented after opening; provided however, additional information may be requested and/or provided to evidence compliance, make non-material modifications, clarifications, or supplementations, and as otherwise permitted by Florida law.

The lowest Responsive Bid submitted in response to an Invitation to Bid by a Responsive and Responsible Bidder shall be accepted. In relation to a Request for Proposals, Invitation to Negotiate or Competitive Solicitation the Board shall select the Responsive Proposal, Reply, or Response submitted by a Responsive and Responsible Vendor which is most advantageous to the District. To assure full understanding of the responsiveness to the solicitation requirements contained in a Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion, preparation, and revision of bids, proposals, replies, or responses.

The Board shall have the right to reject all bids, proposals, replies, or responses because they exceed the amount of funds budgeted for the purchase, if there are not enough to be competitive, or if rejection is determined to be in the best interest of the District. No Vendor shall be

58

entitled to recover any costs of bid, proposal, reply, or response preparation or submittal from the District.

(i) The Board may require bidders and proposers  to  furnish  bid  bonds, performance bonds, and/or other bonds with a responsible surety to be approved by the Board.
G) Notice of  intent  to  award,  including  rejection  of  some  or  all  bids, proposals, replies, or responses shall  be provided  in writing to all  vendors by United States Mail, hand delivery, facsimile, or overnight  delivery service. The notice shall include the following statement: "Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules," or wording to that effect. Protests of the District's procurement of maintenance services under this Rule shall be in accordance with  the  procedures  set  forth  in Rule 3.11.

(k) If  less than three (3)  Responsive  Bids, Proposals,  Replies, or Responses are received, the District may purchase the maintenance services or may reject the bids, proposals, replies, or responses for a lack of competitiveness. If no Responsive Bid, Proposal, Reply, or Response is received, the District may proceed with the procurement of maintenance services, in the manner the Board determines is in the best interests of the District, which may include but is not limited to a direct purchase of the maintenance services without further competitive selection processes.

Exemptions. Maintenance services that are only available from a single source are exempt from this Rule. Maintenance services provided by governmental agencies are exempt from this Rule. A contract for maintenance services is exempt from this Rule if state or federal law prescribes with whom the District must contract or if the rate of payment is established during the appropriation process.

Renewal. Contracts for the purchase of maintenance services subject to this Rule may be renewed for a maximum period of five (5) years.

Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

Emergency Purchases. The District may make an Emergency Purchase without complying with these rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.

Specific Authority: §§ 190.011(5), 190.011(15), 190.033, Fla. Stat.
Law Implemented: §§ 119.0701, 190.033, 287.017, Fla. Stat.

59

Rule3.10	Contractual Services.

(I)

(2)

Exemption from Competitive Purchase. Pursuant to Section 190.033(3) of the Florida Statntes, Contractual Services shall not be subject to competitive purchasing requirements. If an agreement is predominantly for Contractual Services, but also includes maintenance services or the purchase of goods and services, the contract shall not be subject to competitive purchasing requirements. Regardless of whether an advertisement or solicitation for Contractual Services is identified as an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, no rights or remedies under these Rules, including but not limited to protest rights, are conferred on persons, firms, or vendors proposing to provide Contractual Services to the District.

Contracts; Public Records. In accordance with Florida law, each contract for Contractnal Services shall include provisions required by law that require the contractor to comply with public records laws.

Specific Authority: §§ 190.011(5), 190.0ll(IS), Fla. Stat.
Law Implemented: §§ II9.0701, I90.0ll(3), 190.033, Fla. Stat.

60

Rule 3.11	Protests with Respect to Proceedings under Rules 3.1, 3.2, 3.3, 3.4, 3.5, 3.6,
3.8, and 3.9.

The resolution of any protests with respect to proceedings under Rules 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.8, and 3.9 shall be in accordance with this Rule.

Filing.

With respect to a protest regarding qualifications, specifications, documentation, or other requirements contained in a Request for Qualifications, Request for Proposals, Invitation to Bid, or Competitive Solicitation issued by the District, the notice of protest shall be filed in writing within seventy-two (72) calendar hours (excluding Saturdays, Sundays, and state holidays) after the first advertisement of the Request for Qualifications, Request for Proposals, Invitation to Bid, or Competitive Solicitation. A formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days (including Saturdays, Sundays, and state holidays) after the initial notice of protest was filed. For purposes of this Rule, wherever applicable, filing will be perfected and deemed to have occurred upon receipt by the District. Failure to file a notice of protest shall constitute a waiver of all rights to protest the District's intended decision. Failure to file a formal written protest shall constitute an abandonment of the protest proceedings and shall automatically terminate the protest proceedings.

Except for those situations covered by  subsection  (l)(a) of this Rule, any firm or person who is affected adversely by  a  District's  ranking  or  intended award under Rules 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.8, or  3.9  and desires to contest the District's ranking or intended  award,  shall  file  with the District a written notice of protest within seventy-two  (72)  calendar hours (excluding Saturdays, Sundays,  and state  holidays)  after  receipt of the notice of the District's ranking or intended award. A formal  protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days (including Saturdays, Sundays, and state holidays) after the initial  notice  of  protest  was  filed. For purposes of this Rule, wherever  applicable,  filing  will  be  perfected and deemed to have occurred upon receipt by the District. Failure to file a notice of protest shall constitute a waiver of all rights to  protest  the  District's ranking or intended award.  Failure  to  file  a  formal  written protest shall constitute an abandonment of  the  protest  proceedings  and shall automatically terminate the protest proceedings.

If the requirement for the posting of a protest bond and the amount of the protest bond, which may be expressed by a percentage of the contract to be awarded or a set amount, is disclosed in the District's competitive solicitation documents for a particular purchase under Rules 3.1, 3.2, 3.3,

61

3.4, 3.5, 3.6, 3.8, or 3.9, any person who files a notice of protest must post the protest bond. The amount of the protest bond shall be determined by District staff after consultation with the Board and within the limits, if any, imposed by Florida law. In the event the protest is successful, the protest bond shall be refunded to the protestor. In the event the protest is unsuccessful, the protest bond shall be applied towards the District's costs, expenses, and attorney's fees associated with hearing and defending the protest. In the event the protest is settled by mutual agreement of the parties, the protest bond shall be distributed as agreed to by the District and protestor.

The District does not accept documents filed by electronic mail or facsimile transmission. Filings are only accepted during normal business hours.

Contract Execution. Upon receipt of a notice of protest which has been timely filed, the District shall not execute the contract under protest until the subject of the protest is resolved. However, if the District sets forth in writing particular facts and circumstances showing that delay incident to protest proceedings will jeopardize the funding for the project, will materially increase the cost of the project, or will create an immediate and serious danger to the public health, safety, or welfare, the contract may be executed.

Informal Proceeding. If the Board determines a protest does not involve a disputed issue of material fact, the Board may, but is not obligated to, schedule an informal proceeding to consider the protest. Such informal proceeding shall be at a time and place determined by the Board. Notice of such proceeding shall be sent via facsimile, United States Mail, or hand delivery to the protestor and any substantially affected persons or parties not less than three (3) calendar days prior to such informal proceeding. Within thirty (30) calendar days following the informal proceeding, the Board shall issue a written decision setting forth the factual, legal, and policy grounds for its decision.

Formal Proceeding. If the Board determines a protest involves disputed issues of material fact or if the Board elects not to use the informal proceeding process provided for in section (3) of this Rule, the District shall schedule a formal hearing to resolve the protest. The Chairperson shall designate any member of the Board (including the Chairperson), District Manager, District Counsel, or other person as a hearing officer to conduct the hearing. The hearing officer may:

Administer oaths and affirmations;

Rule upon offers of proof and receive relevant evidence;

Regulate the course of the hearing, including any pre-hearing matters;

62

Enter orders; and

Make or receive offers of settlement, stipulation, and adjustment.

The hearing officer shall, within thirty (30) days after the hearing or receipt of the hearing transcript, whichever is later, file a recommended order which shall include a caption, time and place of hearing, appearances entered at the hearing, statement of the issues, findings of fact and conclusions of law, separately stated, and a recommendation for final District action. The District shall allow each party fifteen (15) days in which to submit written exceptions to the recommended order. The District shall issue a final order within sixty (60) days after the filing of the recommended order.

Intervenors. Other substantially affected persons may Jom the proceedings as intervenors on appropriate terms which shall not unduly delay the proceedings.

Rejection of all Qualifications, Bids, Proposals, Replies and Responses after Receipt of Notice of Protest. If the Board determines there was a violation oflaw, defect, or an irregularity in the competitive solicitation process, the Bids, Proposals, Replies, and Responses are too high, or if the Board determines it is otherwise in the District's best interest, the Board may reject all qualifications, bids, proposals, replies, and responses and start the competitive solicitation process anew. If the Board decides to reject all qualifications, bids, proposals, replies, and responses and start the competitive solicitation process anew, any pending protests shall automatically terminate.

Settlement. Nothing herein shall preclude the settlement of any protest under this Rule at any time.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: § 190.033, Fla. Stat.

63

Rule 4.0	Effective Date.

These Rules shall be effective November 19, 2019, except that no election of officers required by these Rules shall be required until after the next regular election for the Board.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.011(5), 190.011(15), Fla. Stat.

64

SEVENTH ORDER OF BUSINESS

RESOLUTION 2020 03

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT AUTHORIZING AND APPROVING CHANGE OF DESIGNATED REGISTERED AGENT AND REGISTERED OFFICE OF THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT.

WHEREAS, the Pine Ridge Plantation Community Development District ("District") is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Clay County, Florida; and

WHEREAS, the District is statutorily required to designate a registered agent and a registered office location for the purposes of records keeping and accepting any process, notice, or demand required or permitting by law to be served upon the District in accordance with Section 189.014(1), Florida Statutes.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT:

Section 1. Jason M. Walters of Hopping Green & Sams, PA, is hereby designated as Registered Agent for the District.

Section 2. The District's Registered Office shall be located at 119 South Monroe Street, Suite 300, Tallahassee, Florida 32301.

Section 3. In accordance with Section 189.014, Florida Statutes, the District's Secretary is hereby directed to file certified copies of this resolution with Clay County and the Florida Department of Economic Opportunity.

Section 4. This Resolution shall become effective immediately upon adoption.

PASSED AND ADOPTED THIS 19TH DAY OF NOVEMBER, 2019.

ATTEST:	PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT

SECRETARY/ASST. SECRETARY	CHAIRPERSONNICE CHAIRPERSON

EIGHTH ORDER OF BUSINESS

tt''"t Berger, Toombs, Elam,
-OJ	Gaines & Frank
Certified Public Accountants Pl
600 Citrus Avenue
Suite 200
Fort Pierce, Florida 34950
772/461-6120 // 461-1155
FAX: 772/468-9278

September 17, 2019

[:,fl;.;D-;/)	(c>I'/
JaFAos Olive,, District Manager Governmental Management Services, LLC 475 West Town Place, Suite 114
St. Augustine, FL 32092

The Objective and Scope of the Audit of the Financial Statements

You have requested that we audit the financial statements of Pine Ridge Plantation Community Development District, which comprise governmental activities and each major fund for the General Fund as of and for the year ended September 30, 2019 which collectively comprise the basic financial statements. We are pleased to confirm our acceptance and our understanding of this audit engagement by means of this letter for the year ending September 30, 2019.

Our audit will be conducted with the objective of our expressing an opinion on the financial statements.

The Responsibilities of the Auditor

We will conduct the audit in accordance with auditing standards generally accepted in the United States of America and "Government Auditing Standards" issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.
Because of the inherent limitations of an audit, together with the inherent limitations of internal control, an unavoidable risk that some material misstatements may not be detected exists, even though the audit is properly planned and performed in accordance with generally accepted auditing standards. Also, an audit is not designed to detect errors or fraud that are immaterial to the financial statements.

Member AICPA

Fort Pierce / Stuart

Member AICPA Division for CPA Firms Private· Companies practice Section

Member FICPA

2	Berger, Toombs, Elam,

,(jl Gaines & Frank
Pine Ridge Plantation Community Development District September 17, 2019
Page 2

In making our risk assessments, we consider internal control relevant to Pine Ridge Plantation Community Development District's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. However, we will communicate to you in writing concerning any significant deficiencies or material weaknesses in internal control relevant to the audit of the financial statements that we have identified during the audit.

We will also communicate to the Board any fraud involving senior management and fraud that causes a material misstatement of the financial statements that becomes known to us during
.the audit, and any instances of noncompliance with laws and regulations that we become aware of during the audit.

The funds that you have told us are maintained by Pine Ridge Plantation Community Development District and that are to be included as part of our audit are listed below:

General Fund
Debt Service Fund
Capital Projects Fund

fftt Berger, Toombs, Elam,

,OJ Gaines & Frank
Pine Ridge Plantation Community Development District September 17, 2019
Page 3

The Responsibilities of Management and Identification of the Applicable Financial Reporting Framework

Our audit will be conducted on the basis that management acknowledges and understands that it has responsibility:

For the preparation and fair presentations of the financial statements in accordance with accounting principles generally accepted in the United States of America;

To evaluate subsequent events through the date the financial statements are issued or available to be issued, and to disclose the date through which subsequent events were evaluated in the financial statements. Management also agrees that it will not evaluate subsequent events earlier than the date of the management representation letter referred to below;

For the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error; and

To provide us with:
Access to all information of which management is aware that is relevant to the preparation and fair presentation of the financial statements such as records, documentation and other matters;
Additional information that we may request from management for the purpose of the audit; and
Unrestricted access to persons within the entity from whom we determine it necessary to obtain audit evidence.

As part of our audit process, we will request from management written confirmation concerning representations made to us in connection with the audit, including among other items:

That management has fulfilled its responsibilities as set out in the terms of this letter; and

That it believes the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the financial statements taken as a whole.

2 Berger, Toombs, Elam,

O' Gaines & Frank

Pine Ridge Plantation Community Development District September 17, 2019
Page 4

Management is responsible for identifying and ensuring that Pine Ridge Plantation Community Development District complies with the laws and regulations applicable to its activities, and for informing us about all known material violations of such laws or regulations. In addition, management is responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud affecting the entity involving management, employees who have significant roles in internal control, and others where the fraud could have a material effect on the financial statements. Management is also responsible for informing us of its knowledge of any allegations of fraud or suspected fraud affecting the entity received in communications from employees, former employees, analysts, regulators, or others.

The Board is responsible for informing us of its views about the risks of fraud within the entity, and its knowledge of any fraud or suspected fraud affecting the entity.

Pine Ridge Plantation Community Development District agrees that it will not associate  us  with any public or private securities offering without  first  obtaining  our  consent.  Therefore,  Pine Ridge Plantation Community Development District agrees to contact us before it includes our reports or otherwise makes reference to us, in any public or private securities offering.

Because Berger, Toombs, Elam, Gaines & Frank will rely on Pine Ridge Plantation Community Development District and its management and Board of Supervisors to discharge the foregoing responsibilities, Pine Ridge Plantation Community Development District holds harmless and releases Berger, Toombs, Elam, Gaines & Frank, its partners, and employees from all claims, liabilities, losses and costs arising in circumstances where there has been a known misrepresentation by a member of Pine Ridge Plantation Community Development District's management, which has caused, in any respect, Berger, Toombs, Elam, Gaines & Frank's breach of contract or negligence. This provision shall survive the termination of this arrangement for services.

Records and Assistance·

If circumstances arise relating to the condition of the Pine Ridge Plantation Community Development District's records, the availability of appropriate audit evidence, or indications of a significant risk of material misstatement of the financial statements because of error, fraudulent financial reporting, or misappropriation of assets, which in our professional judgment, prevent us from completing the audit or forming an opinion, we retain the unilateral right to take any course of action permitted by professional standards, including declining to express an opinion, issuing a report, or withdrawing from the engagement.

During the course of our engagement, we may accumulate records containing data that should be reflected in the Pine Ridge Plantation Community Development District books and records. The District will determine that all such data, if necessary, will be so reflected. Accordingly, the District will not expect us to maintain copies of such records in our possession.

f t	Berger, Toombs, Elam,
OJ Gaines & Frank

Pine Ridge Plantation Community Development District September 17, 2019
Page 5

The assistance to be supplied, including the preparation of schedules and analyses of accounts, has been discussed and coordinated with Bernadette Peregrino. The timely and accurate completion of this work is an essential condition to our completion of the audit and issuance of our audit report.

Other Relevant Information

In accordance with Government Auditing Standards, a copy of our most recent peer review report has been provided to you, for your information.

Fees, Costs and Access to Workpapers

Our fees for the services described above are based upon the value of the services performed and the time required by the individuals assigned to the engagement, plus direct expenses. Invoices for fees will be submitted in sufficient detail to demonstrate compliance with the terms of this engagement. Billings are due upon submission. Our fee for the services described in this letter for the year ending September 30, 2019 will not exceed $3,100 unless the scope of the engagement is changed, the assistance which Pine Ridge Plantation Community Development District has agreed to furnish is not provided, or unexpected conditions are encountered, in which case we will discuss the situation with you before proceeding. All other provisions of this letter will survive any fee adjustment. The two annual renewals must be mutually agreed and approved by the Board of Supervisors.

In the event we are requested or authorized by Pine Ridge Plantation Community Development District or are required by government regulation, subpoena, or other legal process to produce our documents or our personnel as witnesses with respect to our engagement for Pine Ridge Plantation Community Development District, Pine Ridge Plantation Community Development District will, so long as we are not a party to the proceeding in which the information is sought, reimburse us for our professional time and expenses, as well as the fees and expenses of our counsel, incurred in responding to such requests.

The audit documentation for this engagement is the property of Berger, Toombs, Elam, Gaines, & Frank and constitutes confidential information. However, you acknowledge and grant your assent that representatives of the cognizant or oversight agency or their designee, other government audit staffs, and the U.S. Government Accountability Office shall have access to the audit documentation upon their request and that we shall maintain the audit documentation for a period of at least three years after the date of the report, or for a longer period if we are requested to do so by the cognizant or oversight agency. Access to requested documentation will be provided under the supervision of Berger, Toombs, Elam, Gaines, & Frank audit personnel and at a location designated by our Firm.

fftt Berger, Toombs, Elam,

,OJ Gaines & Frank

Pine Ridge Plantation Community Development District September 17, 2019
Page 6

Information Security- Miscellaneous Terms

Berger, Toombs, Elam, Gaines & Frank is committed to the safe and confidential treatment of Pine Ridge Plantation Community Development District's proprietary information. Berger, Toombs, Elam, Gaines & Frank is required to maintain the confidential treatment of client information in accordance with relevant industry professional standards which govern the provision of services described herein. Pine Ridge Plantation Community Development District agrees that it will not provide Berger, Toombs, Elam, Gaines & Frank with any unencrypted electronic confidential or proprietary information, and the parties agree to utilize commercially reasonable measures to maintain the confidentiality of Pine Ridge Plantation Community Development District's information, including the use of collaborate sites to ensure the safe transfer of data between the parties.

If any term or provision of this arrangement letter is determined to be invalid or unenforceable, such term or provision will be deemed stricken and all other terms and provisions will remain in full force and effect.

Reporting

We will issue a written report upon completion of our audit of Pine Ridge Plantation Community Development District's financial statements. Our report will be addressed to the Board of Pine Ridge Plantation Community Development District. We cannot provide assurance that an unmodified opinion will be expressed. Circumstances may arise in which it is necessary for us to modify our opinion, add an emphasis-of-matter or other-matter paragraph(s), or withdraw from the engagement.

In addition to our report on Pine Ridge Plantation Community Development District's financial statements, we will also issue the following types of reports:

Reports on internal control and compliance with laws, regulations, and the provisions of contracts or grant agreements. We will report on any internal control findings and/or noncompliance which could have a material effect on the financial statements;
Management letter required by the Auditor General, State of Florida; and
Attestation reports required by the Auditor General, State of Florida.

This letter constitutes the complete and exclusive statement of agreement between Berger, Toombs, Elam, Gaines, & Frank and Pine Ridge Plantation Community Development District, superseding all proposals, oral or written, and all other communications, with respect to the terms of the engagement between the parties.

...o,,

f P Berger, Toombs, Elam, Gaines & Frank

Pine Ridge Plantation Community Development District September 17, 2019
Page 7

Please sign and return the attached copy of this letter to indicate your acknowledgment of, and agreement with, the arrangements for our audit of the financial statements including our respective responsibilities.

Sincerely,
JJ. JamKXY ·c&,,v
BERJ   .:LA trks· & FRANK
J. W. Gaines, CPA

Confirmed on behalf of the addressee:·

- _  _.p_h /--_b_J>_-	

...i_s-_, _c/_0_1_'1_

.	lJ	.

I1j BAGGETT

Judson B. Baggett
MBA, CPA, CVA, Partner
Marci Reutimcnn
CPA, Partner

11 6815 Dairy Road
Zephyrhills, FL 33542
"')   (813) 788-2155
A   {813) 782-8606

System Review Report

To the Directors	November 2, 2016
Berger, Toombs, Elam, Gaines & Frank, CPAs PL
and the Peer Review Committee of the Florida Institute of Certified Public Accountants

We have reviewed the system of quality control for the accounting and auditing practice of Berger, Toombs, Elam, Gaines & Frank, CPAs PL (the firm), in effect for the year ended May 31, 2016. Our peer review was conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established by the Peer Review Board of the American Institute of Certified Public Accountants.  As a part of our peer  review,  we considered reviews by regulatory  entities, if applicable, in determining the nature and extent of our procedures. The firm is responsible for designing a system of quality control and complying with it to provide the finn with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. Our responsibility is to express an opinion on the design of the system of  quality control, and the firm's compliance therewith based on our review. The nature, objectives, scope, limitations of, and the procedures performed in a System Review are described in the standards at www.aicpa.org/prsummary.

As required by the standards, engagements selected for review included engagements performed under Government Auditing Standards and audits of employee benefit plans.

In our opinion, the system of quality control for the accounting and auditing practice of Berger, Toombs, Elam, Gaines & Frank, CPAs PL in effect for the year ended May 31, 2016 has been suitably designed and complied with to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. Firms can receive a rating of pass, pass with deficiency(ies), or fail. Berger, Toombs, Elam, Gaines & Frank, CPAs PL, has received a peer review rating of pass.

L	­
aag , R utimann & Associates, CPAs, PA

(BERGER_REPORT16)

"	/A("mber American lnsl1tule of Cer1tf1ed Public Accounlm1t, (AICPAj cmd Flo11du lmtitule of Cmt1h d P11bl1c Atcc,unton!; (FICPA)
t'1utronol Associut1on of Certified Voluolmn llnulyst (t'1/\CVA)

ADDENDUM TO ENGAGEMENT LETTER BETWEEN BERGER, TOOMBS, ELAM, GAINES AND FRANK AND POINCIANA COMMUNITY DEVELOPMENT DISTRICT
(DATED SEPTEMBER 17, 2019)

Public Records. Auditor shall, pursuant to and in accordance with  Section ll9.0701, Florida Statutes, comply  with the  public  records  laws of the State of Florida,  and specifically shall:

Keep and maintain public records required by the District to perform the services or work set forth in this Agreement; and

Upon the request of the District's custodian of public records, provide the District with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law; and

Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the Agreement if the Auditor does not transfer the records to the District; and

Upon completion of the Agreement, transfer, at no cost to the District, all public records in possession of the Auditor or keep and maintain public records required by the District to perform the service or work provided for in this Agreement. If the Auditor transfers all public records to the District upon completion of the Agreement, the Auditor shall destroy any duplicate public records that are exempt or confidential and exempt from public disclosure requirements. If the Auditor keeps and maintains public records upon completion of the Agreement, the Auditor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the District, upon request from the District's custodian of public records, in a format that is compatible with the information technology systems of the District.

Auditor acknowledges that any requests to inspect or copy public records relating to this Agreement must be made directly to the District pursuant to Section 119.0701(3), Florida Statutes. If notified by the District of a public records request for records not in the possession of the District but in possession of the Auditor, the Auditor shall provide such records to the District or allow the records to be inspected or copied within a reasonable time. Auditor acknowledges that should Auditor fail to provide the public records to the District within a reasonable time, Auditor may be subject to penalties pursuant to Section 119.10, Florida Statutes.

IF THE AUDITOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE AUDITOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT/CONTRACT, THE AUDITOR MAY CONTACT THE CUSTODIAN OF PUBLIC RECORDS FOR THE DISTRICT AT:

GMS-SF, LLC
135 WEST CENTRAL BLVD., SUITE 320
ORLANDO, FL 32801
TELEPHONE: 407-841-5524 EMAIL: GFLINT@GMSCFL.COM

r'		 		J

Auditor: J.W. Gaines

By,
Title: Directo

Date: September 17, 2019

District: Pine Ridge Plantation

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By:
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Date::_J_..p¼-"'  b-v	.2. s;	0 1

NINTH ORDER OF BUSINESS

Pine Ridge Plantation Community Development District Request for Proposal
Landscape & Irrigation Maintenance Serices Evaluation Criteria

Personnel	
Experience	Understanding of Scope of Work	
Price		
	
(E.g., geographic locations of the firm's headquarters or office in relation to the project; adequa1:y and capabilities of key personnel, including the project manager and field supervisor; present ability to manage this project; evaluation of existing work load; propcsed staffing Ievels, etc.)	
(E.g., past record and experience of the resondent in  similar projects; volume of work previously awarded to the firm; past performance for other Community Development Districts in other contracts; character; integrity; reputation Of respondent, etc.)	

Does the proposal demonstrate an understanding cf the District's needs for the servlces requested?	40 points will be awarded to the Proposer submitting the lowest total price for  eompleti ng the work, provided such lowest price does not indicate a lack of understanding of the scope cf work. All other proposals will receive a percentage of this score based upon the difference between that Proposer's price and the lowest price.	

Point Total	
	Proposer	20	25	15	40	100	

1	

Brii:ihtview						

2	

Down To Earth						

3	

Duval						

4	
Tree Amigos						

5	
VerdeGo						

6	
Yellowstone						

ELEVENTH ORDER OF BUSINESS

D.

Pine Ridge Plantation Community Development District
4200 Pine Ridge Parkway, Middleburg, Florida 32068 904-509-6445

Date: To: From:

Re:

November 19, 2019
Pine Ridge Plantation CDD, Board of Supervisors Maria Cranford, Amenity Manager &
Chris Hall, Operations Manager Monthly Facility Memorandum

Completed Items:

The white caps on the entrance signs and pillars have been painted.
Howard A/Chas replaced the inoperable a/c unit in the clubhouse.
The broken light on one of the patio ceiling fans was removed.
The switch that was not working for the patio lights and fans has been replaced.
Fitness Pro has replaced the lower console board on the treadmill that the buttons were not working properly.
Turner Pest Control has completed its quarterly pest control service.
Fitness Pro has completed quarterly preventative maintenance on the fitness equipment.
Amenity center lights are being checked and replaced as needed.
Outdoor district lights are being checked and replaced as needed.
RMS continues to maintain the swimming pool.
Playground has been inspected and the loose equipment has been tightened.
Trash is being picked up weekly along the roadways and common areas by RMS.
Dog waste stations are being changed and stocked weekly.

Landscaping & Lakes:

Down to Earth continues to maintain the grounds throughout.
Several irrigation repairs have been completed by Down to Earth.
One (1) dead Patio Ligustrum has been replaced along Tynes Blvd.
Four (4) Oak trees have been planted, replacing declining trees along Pine Ridge Pkwy.
East Palatka Holly tree has been replaced after getting hit by a car.
Dead Palm tree has been removed, stump grinded and sodded over at the amenity center

Four (4) dead trees have been removed from preserve area behind residence homes for safety concerns .
Bark mulch/pine straw mulch has been installed throughout the community.
Lake Doctor's continues to maintain the lakes.

RMS continues to inspect and clean all the lakes and outfall structures.

Amenity Manager:

Tota l number of rentals for October, November and December= 25
North Florida Vending continues to service our drink machine.
Community Halloween Event was held at the amenity  center on  October  26th  from 6pm to 9pm. Featured a haunted house , trunk or treat (including gift cards to the top 3 decorated trunks) and a candy  guessing  game. Winners  received the contents  of  the jar and a pumpkin. Richmond American Homes also set up a candy table.

·

Stargazing Event November 9th
Cuban Fire Grill and Frozen Sweets Treat truck with both in attendance for the November 9th stargazing event from 6pm to 9pm.
Yoga classes started in the amenity center on November 5th . Classes  are held at 6pm on Tuesdays and are strictly donations only.
7 . Zumba classes continue to be a succ ess.
Commun ity Christmas event is scheduled for Sund ay , December 8th from 10am to
1pm. Residents will get to enjoy breakfast with Santa , take pictures and choose from 15 ornament designs to decorate.
Community yard sale will be held Saturday , December 14th and Sunday December 15th from 8am to 1pm .

Should you have any questions or comments regarding the above information, please contact Chris Hall at (904)657-9211, cha ll @ rms nf.com or Pine Ridge Amenity Manager at (904) 291-8878 , prmgr @ riversidemgtsvc.com .

E.

OPTIONAL TV BRACKET (TV NOT INCLUDED)

The CRBOO Semi-Recumbent Bike is the perfect bike for the commercial environment. The step-through design makes it easy for your clients to get on the bike, and the easy-adjust seat allows them to find the most comfortable position. The console offers multiple programs, most with 40 levels of resistance and enough feedback information to make sure your clients never grow bored of the CRBOO. The extra-smooth ride comes from the perfect gearing and the integrated generator/flywheel system.
CR800 SEMI-RECUMBENT	BIKE
Smooth, quiet 20" stride, which is the optimal distance for the average user
Dual rollers on each pedal arm for a sturdier base
Generator powered console means there is no need for electricity
2 degrees of inversion at each foot pedal places the user in an anatomically correct position
40 levels of resistance to satisfy the needs of beginners or advanced exercisers
C-safe power and communication capabilities for AN control
0
SPIRIT

SPIRIT

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Ten effective programs

Large LED matrix
-     - -    -	-	window

Tablet friendly reading
rack holder - - - - -
20-character
message	 	
center

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Heart rate percentage profile

, - RESISTANCE LE VEL 

Convenient storage compartment

CRBOO CONSOLE FEATURES
As with any product, a major importance is the user interface. We focused on making everything easily accessible and comfortable: A storage tray for a phone, keys, or an MP3 player, ergonomically friendly pulse grip handles for a more natural hand position, and a turbo cooling fan to keep your clients cool and encourage them to work out longer
Our large, easy-to-read console gives your clients constant feedback from calories to distance to time.

EQUIPMENT SPECIFICATIONS

CONSOLE PROGRAMS HEART RATE RESISTANCE DRIVE TRAIN POWER
FLYWHEEL SYSTEM PEDALS
FRAME DIMENSIONS PRODUCT WEIGHT MAX USER WEIGHT

large blue LED matrix, 20-character LED message center, LED heart rate bar, tablet friendly reading rack, turbo cooling fan manual, hill, fat burn, cardio, strength, interval, fit test, HR, constant power, custom
contact and telemetric compatible (chest strap sold separately) 40 levels
poly-v belt with self-tensioner self-generating
30 lbs.
oversized with fast latching system
heavy-gauge high-strength steel with durable powder-coat paint
57'' X 30" X 51'
145 lbs.
450 lbs.

WARRANTY INFORMATION
Commercial (Non-dues Paying Facilities}- Lifetime frame, 5 years parts and electronics, and 2 years labor

Q

800-258-4555	181 QUESTIONS@SPIRITFITNESS.COM	WWW.SPIRITFITNESS.COM	REv 10 11 2010

THIRTEENTH ORDER OF BUSINESS

A.

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT DISTRICT COMBINED BALANCE SHEET
September  30, 2019

 	Gaiii::camealal Euad nt12ea	
	
General		Capital	Debt
 	Reserve	Service		Capital Projects		Totals
 	2019			
ASSETS·									
CASH		$90,059		$3 1 6,589			$406,648		
INVESTMENTS									
Reserve A				$750,403			$750,403		
Prepayment A							$0		
Revenue A				$462 ,937			$462,937		
Construction					$4,452		$4,452		
State Board		$610,600					$610,600		
PREPAID EXPENSES		$16 , 447					$16,447		
TOTAL ASSETS		$717 ,105		$316,589	$1,213,340	$4,452		$2,251,486		

UABILIIIES·									
ACCOUNTS PAYABLE		$14,636					$14,636		
FUND BALANCES:									
NONSPENDABLE		$16,006					$16,006		
UNASSIGNED		$686,463					$686,463		
RESTRICTED FOR DEBT SERVICE				$1,213,340			$1,213,340		
RESTRICTED FOR CAPITAL PROJECTS				$316,589	$4,452		$321,041		

TOTAL LIABILITIES & FUND EQUITY									
& OTHER CREDITS		$717,105		$316,589	$1,213 ,340	$4,452		$2,251,486		

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND
Statement of Revenues & Expenditures and Changes in Fund Balance For the Period Ended September 30, 2019

 DESCRIPTION	

ADOPTED	PRORATED BUDGET	ACTUAL
 	BUDGET	THRU 09/J0/19	THRU 09130/19 

 	VARIANCE	

REVENUES·		
Assessments - Tax Collector	$537,569		$537,569		$546,874			$9,305	
Misc./Facility Rental Income	$3,000		$3,000		$8,688			$5.688	
Interest Income	$1,500		$1,500		$13,771			$12,271	
TOTAL REVENUES	$542,069		$542,069		$569,333			$27,264	

EXPEND[TURES·									
ADMINISTRATIVE·									
Supervisors Fees/FICA Taxes	$10,334		$10,334		$7,536			$2,799	
Engineering	$7,000		$7,000		$1,466			$5,534	
Arbitrage	$1,200		$1,200		$1,100			$100	
Dissemination	$5,000		$5,000		$5,000			($0)	
Assessment Roll	$5,260		$5,260		$4,260			$1,000	
Attorney	$20,000		$20,000		$19,071			$929	
Annual Audit	$3,750		$3,750		$3,100			$650	
Trustee	$6,000		$0		$0			$0	
Management Fees	$44,290		$44,290		$44,290			$0	
Compuler Time	$1,000		$1,000		$1,000			$0	
Telephone	$350		$350		$285			$65	
Postage	$600		$600		$964			($364)	
Printing & Binding	$1,200		$1,200		$1,224			($24)	
Insurance	$7,893		$7,893		$7,441			$452	
Legal Advertising	$1,500		$1,500		$1,736			($236)	
Other Current Charges	$300		$300		$365			($65)	
Website Domain	$1,200		$1,200		$1,200			$0	
Ollice Supplies	$500		$500		$83			$417	
Dues, Licenses & Subscriptions	$175		$175		$175			$0	

ADMINISTRATIVE EXPENDITURES	 	$117,552	 	$111,552	$100,295	$11,257 

GROUNDS MAINTENANCE·		
Landscape Maintenance	$100,000	$100,000	$91,460	$8,540	
Lake Maintenance	$7,728	$7,728	$9,132	($1,404)	
Electric	$2,500	$2,500	$1,337	$1,163	
Water	$39,000	$39,000	$31,864	$7,136	
Repairs And Maintenance	$20,000	$20,000	$16,870	$3,130	
Contingencies	$550	$550	$2,723	($2,173)	
GROUNDS MAINTENANCE EXPENDTTURES	 	$169,778 	 	$169,778 	 	$153,385 	 	$16,393 	

2

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND
Statement of Revenues & Expenditures and Changes in Fund Balance For the Period Ended September 30 , 2019

 DESCRIPTION	

EXPENDITURES·

AMENITY CENTER	ADOPTED
 	BUDGET			PRORATED BUDGET
 	THAU 09/30/19			ACTUAL
 	THAU 09/30/19			
 	VARIANCE		
Insurance	$8,398		$8,398		$8,565		($167)	
General Facilny Maintenance	$15,000		$15,000		$13,455		$1,545	
Repairs & Replacement s	$7,500		$7,500		$11,634		($4,134 )	
Recreational Passes	$500		$500		$0		$500	
Po stage	$100		$100		$0		$100	
Printing & Email Marketing	$125		$125		$0		$125	
Office Supplies	$700		$700		$793		($93)	
Other Current Charges	$250		$250		$0		$250	
Permit Fees	$250		$250		$250		$0	
Conting ency	$5,000		$5,000		$3,040		$1,961	
Amenity Management	$50,923		$50,923		$50,923		$0	
Facility Assistant	$24,561		$24,561		$8,369		$16,192	
Special Events	$12,000		$12,000		$12,752		($752)	
Preventive Maintenance	$2 ,500		$2,500		$1,438		$1,063	

Water & Sewer	
$3,500		
$3,500		
$3,485		
$15	
Electric	$23,000		$23,000		$18 ,075		$4,925	
Cable/Phone/Internet	$3,000		$3,000		$2,552		$448	
Internet
Management Contracts	$1,360		$1,360		$0		$1,360	
Field Management Services	$20,000	$20,000	$20,000	($0)	
Lifeguards	$16,500	$16,500	$20,394	($3,8 94)	
Pool Maintenance	$12,500	$12,500	$12,100	$400	
Pool Chemicals	$11,400	$11,400	$11,879	($479)	
Janitorial	$7 ,740	$7 ,740	$7,740	$0	
Janitorial Supplies	$1,200	$1,200	$1,897	($697)	
Refuse Service	$4,850	$4,850	$5,670	($820)	
Security	$10,000	$10,000	$10,660	($660)	
Capital Projects	$35,000	$35,000	$35,000	$0	
AMENITY CENTER EXPENDITURES	$277,857	$277,857	$260,669	$17,188	

OTHER FINANCIAL SOURCESl(USESl					
lntertund Transter ln/(Out)	$0	$0	$0	$0	
TOTAL OTHER ANANCIAL SOURCES/(USES}	$0	$0	$0	$0	
					
TOTAL EXPENDITURES	$565,187	$559,187	$514,350	$44,837	
					
EXCESS REVENUES (EXPENDITURES)	 	($ 23,118)			 	$54,983			
FUND BALANCE - Beginning	$23,118		$631,480		
FUND BALANCE - Ending	$0		$686,463		

3

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND
Month-to-Month
Ftscal Vear 2019

BEYENUES·

ADOPTED
BUDGET	Oci	Nov	Dec	Jan	Feb	Mar	Ar	Ma	Jun	Jul	Au	Se	TOTAL

Assessments• Tax Colector	$537,569		so          $2,914          $143,786	$332,045	$3,939	$4,424	$3,500		S752	$53,884	$1,630		$0		so S546,874 Interest lncome		$1,500	$799		$796	$868		$907		$817	$1,013	$1,508	$1,542		$1,478	$1,512	$1,375	$1,156	$13,771 Mlsc.lFacillty Rental lncoma		$3,000		$0	$2,350		so		S300	$2,475		S375 $0 so $1,913 $550 $525 $200 $8,688
TOTAL REVEN/JES	$542,069	$799	sepeo      $144,654	$333,252	$7,231	$5,812	$5,008	$2.295	$57,274	ss,ee2       $1,900	$1.356	$569,3331

ExpENDIT\JBES·

ADWN1$1BAIIVE"·
Supervisors Fees/FICA Taxes	$10,334	$0	$1,077	so	$1,077	$1.077	$0	$1,077	$1,077	$0	$1,077	$0	$1,077	$7,536
Eng;neenng	$7,000	$0	$0	$0	$0	$791	$0	$0	$0	$0	$0	$192	$483	$1,466
Albitraga	$1,200		$0		$500		$0		$0		so		$0		$0	S500		$0		$0		$0		$0	$1,100 Dissemin.ation	$5,000	$417		$417	$417	S417	$417	$417	$417	$417	$417	$417	$417	$417	$5.000 Assessment Ron	$5,260		$0	$4.260		$0                    $0                    so              $0                    $0                    $0                    so              $0                    $0                     $0                 $4,260 Attomey                                                                                           $20,000               $1,215               $1,572                   $345                       $0              $1,991              SS.084              $4.050              $1,772                 S759                 $2,014                 $956              $1,315           $19,071
Annual Audtt	S3,750	$0	$0	$0	$0	$0	$0	so	$0	$3,100	$0	$0	$0	$3,100
Tnistee	$6,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	so
Managemant Fees	$44,290	$3,691	$3,691	$3,691	$3,691	S3,691	S3,691	$3,691	$3.691	$3,691	$3,691	$3,691	$3,691	$44,290
Computer Time	$1,000	$63	$83	$83	$83	$83	$83	$83	$83	$83	$83	$83	$83	$1,000
Telephone	$350	$22	$47	$0	$38	$0	$22	$53	$0	$63	$38	$0	$4	$285
Postage	$600	$57	$137	$16	$121	$15	$0	$136	$168	$1!1	$149	$29	$117	$964
Pnnting & Binding	$1,200		$237	$44	S212	$5	$178	$31	$10	$126	$132	$31	S183	$36	$1,224 Insurance	$7,B93	$7,441		$0		so	$0		$0		$0		so		$0		$0		$0		$0		$0	$7,441 Legal Advartlslng	$1,500			$0	$61		$0                  $61                   $61                   $73                   $62                   $0                   $200                   $0              $1,158                   $61                  $1,736 Other Current Charges                                                           $300                      so             $50                      $0                    $13                   $13                   $13                 $250                     $0                     $0                      $13                  $15                     $0                    $365 Websile Domain                                                                       $1,200                  $100                  $100                  $100                  $100                 $100                 $100                 S100                 $100                 $100                    $100                 $100                 $100                 $1,200 Ol!ice Supplies                                                                           ssoo             $15                      $0                    $16                      $1                   $14                    $0                     so             $13                    $11                       $1                   $11                     $1                      $83 Dues, Licenses & Subscriptions S175 $0 S175 $0 so $0 so $0 $0 $0 so $0 $0 $175
ADMINISTRATIVE EXPEND/Tl/RES	$117,552	s1s,217	$12.313	$4,879	ss,eoe	SB142Q	s1 1s1s	$9,928	u 1947	ss1s14	$7,612	$61833	$7.384	$100.295

Ci80lllitQS M4ttaEtlAt!lkEr
Landscape Maintena.noe	$100,000	$7,160	$7,160	S7,160	$7,160	se,ooo       $7,160	$7,160	$9,930	$8,766	$7,160	$7,464	$7,160	$91,460 Lake Maintenance		$7,728		$656		$658		$656	$1,916		$656	$656		$656		$656		$656		$656		$656		$656		$9,132 Electric		$2,500		$175		$182			$0		$0                    $62                 $107                 $115                 $121                  $132                    $137                 $144                 $142               $1,337
Water	$39,000	$1,828	$2,860	$2,261	$2,437	$1,673	$1,874	$2,2.11	$3,526	$4,612	$3,012	$3,178	$2,392	$31,864
Repairs And Maintenance		$20,000		$0		$1.820		$1,201	$1,496	$1,667	$1,288	$1.639	$1,667	$2,281	$1,445	$1.429	$938	$16,870 Contingencies			$550		$0			$720			$0		$0	$1,515		$0		$0		$0		$488		so		$0		$0		$2,723 GROUNDS  MAINTENANCE EXPEMJITIJRES	S169177s	$9,819	S13.39B	$11,278            $13.009           513.593           s111  oa    4           $11,781           $15.900           $16,955             $1 410           $12,871           $11.288             s1ss.sa5!

4

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT 0Ism 1c r GENERAL FUND
Month-to-Month
Fiscal Year 2019

ADOP TED
BUDGET	Ocl	Nov	Dec	Jan	Feb	Mar	Ar	Ma	Jun	Jul	Au	Se	TOTAL

AMENITY CEotTfR
Insurance	$8,398	$8,565	so	$0	$0	$0	so	$ 0	$0	$0	$0	$0	$0	$8,565
Genera! Facility l'/aintenance	$ 15,000	$0	$1,847	$589	$1,250	$1,250	$1,250	$890	$1,250	$1,2 50	$1,105	$1,979	$795	$13,455
Repairs & Replacements	$7,500	$600	$3,340	$1,056	$1,337	$625	$1,584	$267	$286	$1,439	$974	$0	$125	$11,634 Recreational Passes		S500		$0		so		$0		so		$0		so		$0		$0		$0		so	so		$0		$0 Postage		$ 100		$0		$0		$0                      $0                      $0                       $0                       $0                       $0                       $0                       $0                       so               $0                       $0 Printing & Email Marseting                                                             $ 1 25                        $0                        $0                         so               $0                        $0                       $0                        $0                       $0                        $0                           $0                        $0                        $0                           so Office Supplies                                                                                    $700                         $0                       $19                         so                $0                         so           $253                       $0                   $308                  $214                          $0                        $0                       $0                      $793 Other Current Charges                                                                  $250                        so                $0                         $0                         $0                        so               $0                       $0                       $0                       so                 $0                       so               $0                           so Permit Fees                                                                           $250                        so                $0                         $0                         $0                        $0                        $0                        so               $0                   S250                          $0                       $0                       $0                      S250 Contingency                                                                                             $5,000                         so                $0                          $0                     $794                   $427                  $835                       $0                       $0                       so                 $0                    $588                  $396                 $3,040
Amenity Management	$50,923	$4,244	$4,244	$4 ,244	$4,244	$4,24 4	$4 ,24 4	$4,244	$4,244	$4,244	$4,244	$4,244	$4,24 4	$50 ,923
Facility Assistant	$24,561		$0			$0			$0	$0	$0		$0		$ 200	$ 1,150	$2 ,413	$2 ,006	$2 ,600		$0		SS,369 Special Evenls	$12,000	$3,474	$678	S3,020	$0	$0	$491	$4,171		$0		$435		$0		$0	$483	S12,752 Preventive Maintenance		$ 2,500		$0		$94		$420                      $0                 $194                     $0                   $94                     $0                     $0                    $300                 $336                     so           S1,438

water & Sewer	$3,500	$287	$287	$275	$275	$281	$275	$278	$305	$299	$342	$299	$281	$3,485	
Electric	$23 ,000	$1 ,96 6	$1,678	$0	$0	$1,658	$1,518	$1,518	$1,858	$2,065	$1,664	$2,150	$2,000	$18,075	
Cable/Phonellnlemel	$3,000	$206	$369	$220	$34	$369	$0	$203	$163	$163	$163	$315	$346	$2,552	
Internet	$1,360	$0	$0	$0	so	$0	$0	$0	$0	$0	$0	so	$0	$0	
Management G:9atcaets
Fi eld Managerrenl Services	S20,000	$1,567	S1,667	$1,667	S1,667	$1 ,667	$1 ,667	$1 ,667	$1,667	$1,667	$1,667	$1,667	$1,667	$20,000
L egu ards	$ 16,500	so	$0	so	$0	so	S 1, 475	so	S6,397	$5,617	$5,255	$1,650	$0	$20,39 4
Pool Maintenance	$12,500	$1,006	$1,008	$1,006	S1,006	$1,008	$1 ,00 8	$1,008	$1,006	$1,008	$1,008	$1,008	S1,008	$12,1 00
Pool Chemicals	$11 ,400	$953	$953	$997	$997	$997	$997	$997	$997	$997	$997	$997	$997	$11,879 Janitorial		$7 ,7 40	$645	$645	$645	$645	$645	$645	$645	$645	$645	$645	$645	S645		$7,740 Janilonal Supplies		$1,200		so	$251		$48                       $0                 $219                  $75                 $104                $235                 $202                    $201                 $386                 $175              $1,897
Refuse Service	$4,85 0	$ 503	$507	$506	$504	$503	$493	$506	$537	$0	$537	$537	$535	S5,670
Securcy	$10,000	$683	$1,003	$695	$719	$635	$907	$719	$999	$1 ,164	$1 ,304	$1,304	$529	$10,660
Capital Projects	$ 35,000	$0	$0	$0	$0	$0	$35,000	$0	$0	$0	$0	$0	$0	$35,000
AMENITY CENTER EXPEN DITURES	$277 857	$24,800	$18 589	$15 390	$13 474	$14 723	$52 716	$17,511	$22 050	$24 072	$22 413	$20 705	$14 228	$260,669

TOTAL EXP ENDfTURES	$565 187	$47.896	$44 301	$31 548	$32 088	$36 744	$71 314	$39,220	$45 896	$49 601	$42 434	$40 409	$32 898	$514.350
'2ltlE.B i:iQ UBC'al(.USE:SJ•
lnle  und Transler ln/(Oul)	so	$0	$0	so	$0	$0	$0	$0	$0	$0	$0	$0

EXCESS REVENUES (EXP ENDITURES)	!S23.118    l	($47 ,098 j	iS38,241 l	$1131106	s301,164	jS29 513l	!S65.502j	!$34.212)	!S43160  1 j	$7,673	!S38i742j	1sa 81so9l	!S3   11542 j	$5 4,983  1

5

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT DISTRICT RESERVE FUND
Statement of Revenues & Expenditures and Changes in Fund Balance
For the Period Ended September 30, 2019

	ADOPTED
 	BUDGET			
PRORATED BUDGET
 	THAU 09/30/19		ACTUAL
 	THAU 09/JD/19			
 	VARIANCE		

REVENUES·								
Capital Reserve Funding		$35.000		$35,000	$35,000		$0	
TOTAL REVENUES		 	$35,000 		 	$35,000 	 	$35,000 		 	$0 	
EXPENDITURES·

Maintenance Reserve (1)		

$0		

$0	

$17,721		

($17,721}	
TOTAL EXPENDITURES		 	$0 		
 	$0 	 	$17,721 		 	($17,nl) 	
EXCESS REVENUES (EXPENDITURES)		 	$35,000 		 		 	$17,279 		 		
FUND BALANCE- Beginning		$327,493			$299,310			
FUND BALANCE - Ending		$362,493			$316,589			

6

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT DISTRICT DEBT SERVICE FUND 2006A

Statement of Revenues & Expenditures and Changes in Fund Balance For the Period Ended September 30, 2019

	 	 
ADOPTED	PRORATED BUDGET	ACTUAL
 	BUDGET	 	THAU 09/30/19	 	THAU 09/30/19	 	VARIANCE		

REVENUES ·			
Assessments - Tax Roll		$727,641	$727,641	$943,980	$216,339	
Interest Income		$3,000	$3,000	$27,276	$24,276	
TOTAL REVENUES		 	$730,641	 	$730,641	 	$971,255	 	$240,614 	
EXPENDITURES·			
Interest Expense - 11/1		$297 ,810	$297,810	$297,810	$0	
Principal Expense - 5/1		$340,000	$340,000	$340,000	$0	
Interest Expen se • 5/1		$297,810	$297,810	$297,819	($9)	
Principal Prepayment • 5/1		$0	$0	$30,000	($30,000)	
TOTAL EXPENDITURES		 	$935,620	 	$935,620	 	$965,629 	($30,009) 	
OTHER FINANCIAi SQIJRCESl(USESl			
Other Bond Service Costs		$0	$0	($31,465)	($31,465)	
lntertund Transter ln/(Out)		$0	$0	$0	$0	
TOTAL OTHER FINANCIAL SOURCES/(USES)		
 	$0	 	$0	($31,465)	($31,465)	
EXCESS REVENUES (EXPENDITURES)		
 	($204,979)		 	($25,838)		
FUND BALANCE- Beginning		
$233 ,914	$1,239,178	
FUND BALANCE - Ending		
$28,935	$1.213.340	

7

PINE RIDGE PLANTATION
COMMUNrrY DEVELOPMENT DISTRICT CAPITAL PROJECTS FUND 2006A/B
Statement of Revenues & Expenditures and Changes in Fund Balance For the Period Ended September 30, 2019

	ADOPTED
 	BUDGET			PRORATEO BUDGET
 	THAU 09/30/19			ACTUAL
 	THRU 09/30/19			
 	VARIANCE		

REVENUES·									
Interest Income		$0		$0		$86		$86	
TOTAL REVENUES

EXPENDITURES·		 	$0 		 	$0		 	$86 		 	$86 	
Cap al Outlay		$0		$0		$0		$0	
TOTAL EXPENDITURES		 	$0		 	$0		 	$0		 	$0	
OTHER FINANCIAL SQURCfSt(USfS1									
lnte rtund Transfer ln/(Out)		$0		$0		$0		$0	
TOTAL OTHER FINANCIAL SOURCES/(USES)		 	$0		 	$0		 	$0		 	$0	

EXCESS REVENUES (EXPENDITURES)	 	$0 	
 	$86 	
FUND BALANCE - Beginning	$0		$4,366	
FUND BALANCE- Ending	 	$0		$4,452	

8

PINE RIDGE PLANTATION
COMMUNITY  DEVELOPMENT DISTRICT

Bond Issue:
Original Issue Amount: Interest Rate:
Maturity Date:
Reserve Fund Requirement:

Series 20osA special Assessment Bonds
$14,090,000
5.40%
May 1, 2037
Lesser of:
(i) Max Annual Debt Seivice for Bonds Outstanding
Qi) 125% of Average Debt Service for Bonds Outstanding
(iii) 10% of Original proceeds

Bonds outstanding - 9/30/13		$12,540,000		
Less:	11'1113	$0		
	5/1/14	($260,000)	Mandatory	
	5/1/14	($15,000)	Special Gall	
	11/1/14	($35,000)	Special Call	
	5/1/15	($275,000)	Mandatory	
	5/1/15	($5,000)	Special Call	
	5/1/16	($290,000)	Mandatory	
	5/1/17	($305,000)	Mandatory	
	5/1/18	($325,000)	Mandatory	
	5/1/19	($340,000}	Mandatory	
	5/1/19	($30,000}	Special Call	
Current Bonds Outstanding:		 	$10,660,000			

10

B.

PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT
FISCAL VEAR 2019 SUMMARY OF ASSESSMENTS

	
..•.•.•..•••.•..•...•.....•...ASSE iJ•i·::':•·:•:•·:•··•·•:•::.•·.	··••·•;•!·••:•:tE1r:[):···•··•:•  :··• .E(·•	1•!!lEt	i:f T	····••·::•.·:••·•···l:E ii.·•	tC>iAL· siib·	
	NET TAX ROLL	742	935,454.59	541,934.99	1,477,389.58	
	TOTAL ASSESSED NET	742	935,454.59	541,934.99	1,477,389.58	

:

1
···•··••:•.::•··•··•••:··;c:1SE·D·:.·••:··.  1 :: ·•:••I·•••·
••• ••·
TAX ROLL	o 		'ALANCE••bu ·:.:•••I
(13,463.76)	j j . :: t 	· T I•'gi 		··· t:E·lt· 6···1:iB+lt•· i© ;t d·
1

943,979.57	546,873.77	1,490,853.34	
TOTAL RECEIPTS	(13,463.76)	943,979.57	546,873.77	1,490,853.34	

1	11/14/2018	5,029.93	2,913.98	7,943.91	
2	11/30/2018	248,195.23	143,786.44	391,981.67	
3	12/10/2018	508,603.85	294,648.42	803,252.27	
4	12/18/2018	64,551.19	37,396.31	101,947.50	
5	1/17/2019	6,798.54	3,938.58	10,737.12	
6	2/20/2019	1,860.54	1,077.87	2,938.41	
7	3/21/2019	5,776.04	3,346.22	9,122.26	
8	4/12/2019	6,041.20	3,499.84	9,541.04	
9	5/13/2019	1,298.50	752.26	2,050.76	
10	6/11/2019	93,010.90	53,883.82	146,894.72	
TAX CERTIFICATES	6/26/2019	2,813.65	1,630.03	4,443.68	

%TAX ROLL COLLECTED FV18  .>   •	•...				
TOTAL COLLECTED	FV18 <	..........	·. •··.	
,.·	
..	·:·.	·•<•••	·>·•·•:t00 91%	•·•.<•···•·•··•··•·• il00.91%	•••·•••••·•>••·•··•·l00 91%	

•. •.• <t>ISTRIBUTIC>Nc: .••

<• >:(:l,.AVCOUNTV

:.·.: ::::...:.·.:.".:.·..<·.··.::.···:

.[)ATE E EIVED .

.• i 9:fiP BT ::,·...
\ • .Rt;CEIVEP>

...

TOTAL FY18 TAXROLL RECEIPTS a

• ,.. • 43,9?9,57 < ,· 5 ,873.]7 '. .. <1,490,853.34

9

C.

PINE RIDGE PLANTATION
Community  Development District

Check Run Summary  - General Fund

9/1/2019 · 10/31/2019

I	Date	Check Numbers	Amount

General Fund		
9/1/19 - 9/30/19	2459-2475	$	42.434.86	
10/1/19 -10/31/19	2476-2494	$	30.082.89	
		$	72,517.75	
ummes and Autopayments			

September 7, 2019	
AT&T	
$	84.26	
September 9, 2019	Advanced Disposal	$	534.86	
September 16, 2019	SafeTouch	$	83.88	
September 20, 2019	Clay Electric	$	2,142.00	
September 26, 2019	Clay County Utilities	$	2,672.70	
October 6, 2019	Advanced Disposal	$	534.08	
October 7, 2019	AT&T	$	39.19	
October 15, 2019	SafeTouch	$	83.88	
October 21, 2019	Clay Electric	$	2,015.00	
October 25, 2019	Clay County Utilities	$	2,656.06	

TOTAL UTILITIES PAID ONLINE OR AUTOPAY	$	10,845.91

$	83,363.661

•Fedex invoices available upon request.

AP300R
*** CHECK NOS. 002459-002494

YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO

RUN 11/08/19	PAGE	1

CHECK	VEND#  .•...INVOICE........EXPENSED TO...	VENDOR NAME DATE		DATE	INVOICE	YRMO DPT ACCT# SUB SUBCLASS

STATUS

AMOUNT	....CHECK.....
AMOUNT	#

9/06/19 00054

7/01/19 13129558 201907 330-57200-46500

*	997.37

JUL POOL CHEMICALS

POOLSURE

- - - - - - - - - - - -99-7.-3-7 002459

9/13/19 00069

8/30/19 303406	201909 310-51300-48000

*	60.75

NOTICE OF MEETING 9/17/19

CLAY TODAY

- - - - - - - - - -

60.75 002460

9/13/19 00134

9/01/19 45195	201909 320-53800-46200
SEP LANDSCAPE MAINTENANCE
DOWN TO EARTH FKA R&D LNDSPE & IRRG

*	7,160.00
- - - - - - - - - - -7-,16-0.-00- 002461

-------- -----	--- - - - - -  - - -	- - - - - - - - - - - - -
9/13/19 00003	9/01/19 192	201909 310-51300-34000
SEP MANAGEMENT FEES
9/01/19 192	201909 310-51300-49100
SEP WEBSITE ADMIN
9/01/19 192	201909 310-51300-35100
SEP INFORMATION TECH
9/01/19 192	201909 310-51300-31300
SEP DISSEMINATION SERVICE 9/01/19 192	201909 310-51300-51000

9/01/19	192	201909 310-51300-42000	*	
9/01/19	POSTAGE
201909 310-51300-42500	*	
9/01/19	COPIES
201909 310-51300-41000	*	

OFFICE SUPPLIES

192
192
TELEPHONE
-  -  -  -  - -  -  -  -  -  -  - -  -  -  -  - -  -  -  -  -  - - - - -GO-VE-RN-ME-NT-AL- -MA-NAG-EM-EN-T-S-ERV-IC-ES-

*	3,690.83
*	100.00
*	83.33
*	416.67
*	.54
8.31
36.15
4.35
- - - - - - - - - - -4-,34-0.-18- 002462

9/13/19 00005
-

8/30/19 109611	201907 310-51300-31500
JUL GEN COUNS/MONTH MEET
HOPPING GREEN & SAMS

*	2,013.50
- - - - - - -  - - - -2,-01-3.-50-

002463

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

9/13/19 00054

9/01/19 13129558 201909 330-57200-46500
SEP POOL CHEMICALS
POOLSURE

*
---- - - - - - - - - - - -

997.37
- - -  -  -  - -  -  -  -  -  -99-7-.37- 002464

-------- - - - - -	--------
9/13/19 00073	9/01/19 287	201909 330-57200-46200	*
SEP JANITORIAL SERVICES
9/01/19 287	201909 330-57200-46400	*
SEP POOL MAINTENANCE
9/01/19 287	201909 330-57200-34000	*
SEP OPERATION MANAGEMENT
9/01/19 287	201909 330-57200-34100	*
SEP FACILITY MANAGEMENT	RIVERSIDE MANAGEMENT SERVICES INC

645.00
1,008.33
1,666.67
4,243.58

7,563.58 002465

PRP --PINERIDGE--	BPEREGRINO

AP300R
*** CHECK NOS. 002459-002494

YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN 11/08/19
PINE RIDGE PLANTATION - GF BANK A PINE RIDGE PLANTATIO

PAGE	2

CHECK	VEND# .....INVOICE........EXPENSED TO...	VENDOR NAME DATE		DATE	INVOICE	YRMO DPT ACCT# SUB SUBCLASS

STATUS	AMOUNT	•• , .CHECK •••••
AMOUNT	#

9/13/19 00076	9/01/19 454391	201909 320-53800-46400

*	656.00

SEP LAKE MAINTENANCE
- - - - - - - - - - - - - - - - - - - - - - - -

THE LAKE DOCTORS INC

- - - - - - - -	-

-

94.00

656.00 002466

9/13/19 00152

8/26/19 5932365	201908 330-57200-46600
QTR PEST CONTROL-AUG19
TURNER PEST CONTROL

*
- - - - - - - - - -

94.00 002467

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

160.00

9/27/19 00107

9/27/19 00106

9/10/19 SSI09165 201908 330-57200-34500 AUG EMPLOYMENT ADMIN FEE
9/10/19 SSI09165 201908 330-57200-34500 AUG SCHEDULING FEE
CLAY COUNTY SHERIFF'S OFFICE
9/08/19 09082019 201908 330-57200-34500

*
*	100.00
- - - - - - - - - - - -26-0-.0-0 002468
*	720.00

8/2/19-8/31/19 SECURITY

MATTHEW EDMONSON

-  - - - - - - - - - - -72-0-.0-0 002469

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

7,627.00

9/27/19 00035

9/12/19 9584

201909 300-15500-10000	*

FY20 ADMIN INSURANCE

8,820.00

9/12/19 9584

201909 300-15500-10000	*

9/27/19 00008

FY20 PROPERTY INSURANCE
EGIS INSURANCE ADVISORS, LLC
9/09/19 191631	201908 310-51300-31100

- - - - - -	-  - - -16-,44-7.-00- 002470

-

*	192.00

AUG PROFESSIONAL SERVICES
- - - - - - - - - - - - - - - - - -  - - - - - - - - -EN-GL-AN-D--TH-IM-S-&-M-ILL-ER-,-I-NC-. -  - - - -

- - - - - - - - -  -  - -1-92-.00-

002471

9/27/19 00001

9/17/19 67399608 201909 310-51300-42000
SEP FEDEX POSTAGE
FEDEX

*	109.06

109.06 002472

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - -

9/27/19 00039	9/10/19 20669	201909 330-57200-46100

*	125.00

FITNESS EQUIPMENT REPAIRS

FITNESS PRO

- - - - - - - - - - - -12-5-.00- 002473

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

9/27/19 00002	8/30/19 I0320748 201908 310-51300-48000

*	579.05

NOTICE OF MEETINGS

THE FLORIDA TIMES-UNION

- - - - - - - - - - - -57-9.-05- 002474

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

9/27/19 00155	9/07/19 09072019 201909 330-57200-34500

*	120.00

120.00 002475

9/7/19 SECURITY SERVICES
- - - - - - - - - - - - - - - - - - - - - - - - - -

JEFF ANDERSON

- - - - - - - - - - - - - - -

10/04/19 00039

9/23/19 20793	201909 330-57200-46201

*	140.00

JANITORIAL SUPPLIES

FITNESS PRO

PRP --PINERIDGE--	BPEREGRINO

- - - - - - - - - - - -1-40-.00- 002476

AP300R
*** CHECK NOS, 002459-002494

YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO

RUN 11/08/19	PAGE	3

CHECK  VEND# .....INVOICE........EXPENSED TO..,	VENDOR NAME DATE	DATE	INVOICE	YR.MO	DPT ACCT# SUB SUBCLASS
10/04/19 00005	9/30/19 110277	201908 310-51300-31500

STATUS	AMOUNT	....CHECK...,,
AMOUNT	#
*	955.50

AUG GEN COUNS/MNTH MEETIN

HOPPING GREEN & SAMS

- - - - - - - - -95-5.-50- 002477

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/04/19 00054	10/01/19 13129558 201910 330-57200-46500

- - -
*

997.37

OCT POOL CHEMICALS

POOLSURE

-  -  - -  -  -  -  -  -  - -  -99-7.-37- 002478

10/04/19 00073

10/04/19 00073

9/16/19 289	201908 330-57200-34110
AUG FACILITY ASSISTANT
RIVERSIDE MANAGEMENT SERVICES INC
9/18/19 290	201908 330-57200-46000

9/18/19	290	201908 320-53800-46000	*	1,296.00	
9/18/19	AUG R/M GROUNDS
290	201908 330-57200-46600	*	241.50	
9/18/19	AUG PREVENTIVE MINTENANCE
290	201908 330-57200-46201	*	385.95	
9/18/19	JANITORIAL SUPPLIES
290	201908 330-57200-49000	*	587.50	

AUG G.F.M.

*	2,600.00

-

-  -  -  - - - - -	- -2-,6-00-.0-0 002479
*	1,979.00

RIVERSIDE MANAGEMENT SERVICES INC

CONTINGENCY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

-  -  - -  -  -  -  - -  -  -4-,48-9.-95- 002480

10/04/19 00073

9/16/19 288	201909 330-57200-60100
CORNHOLE TOURNAM 9/7/19
RIVERSIDE MANAGEMENT SERVICES INC

*	241.48
-  -  - - - - - - - -  -24-1.-4-8 002481

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	-

10/10/19 00003

9/15/19 193	201910 310-51300-31400
FY20 ASSESSM ROLLL CERTIF
GOVERNMENTAL MANAGEMENT SERVICES

*	5,260.00
-  -  - -  -  -  -  -  - - -5-,2-60.-00- 002482

-------- -----	-- - - - - - - - - -	- - - -
10/10/19 00003	10/01/19 194	201910 310-51300-34000
OCT MANAGEMENT FEES
10/01/19 194	201910 310-51300-49100
OCT WEBSITE ADMIN
10/01/19 194	201910 310-51300-35100
OCT INFORM YECHNOLOGY
10/01/19 194	201910 310-51300-31300
OCT DISSENIMATION SERVICE
10/01/19 194	201910 310-51300-51000
OFFICE SUPPLIES
10/01/19 194	201910 310-51300-42000

*	3,690.83
*	100.00
*	83.33
*	416.67
*	16.91
*	14.75

10/01/19

POSTAGE
194

201910 310-51300-42500

*	147.15

COPIES
GOVERNMENTAL MANAGEMENT SERVICES

4,469.64 002483

PRP --PINERIDGE--	BPEREGRINO

AP300R
*** CHECK NOS, 002459-002494

YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO

RUN 11/08/19	PAGE	4

CHECK  VEND#  .....INVOICE........EXPENSED TO...	VENDOR NAME DATE	DATE	INVOICE	YRMO	DPT ACCT# SUB SUBCLASS
10/17/19 00107	10/04/19 SSI09218 201909 330-57200-34500
SEP EMPLOYMENT FEE
10/04/19 SSI09218 201909 330-57200-34500

STATUS

*
*

AMOUNT	•...CHECK.•...
AMOUNT	#
60.00
25.00

SEP SCHEDULING FEE
- - - - - - - - - - - - - - - - - - - - - - -

CLAY COUNTY SHERIFF'S OFFICE

- - - - - - - - - -
91.80

85.00 002484

10/17/19 00069	10/01/19 304510	201910 310-51300-48000	*

NOTICE OF RULE DEVELOPMEN
- - - - - - - - - - - -  -  -  -  -  -  -  -  -  -  - - - -  -

CLAY TODAY

- - - - - - - - - - - - 9-1.-8-0 002485
156.60

10/25/19 00069	10/01/19 304512	201910 310-51300-48000	*

NOTICE OF RULMAKING
-  -  -  -  -  - - - - - - - -  - - - - - - - - - -

CLAY TODAY

- -	-  - -  -  -  -  -  - -1-56-.60-

-

7,160.00

002486

10/25/19 00134	10/01/19 47473	201910 320-53800-46200
OCT LANDSCAPE MAINTENANCE

-

DOWN TO EARTH FKA R&D LNDSPE & IRRG
- - - - - - - - - - - - - - - - - - - - -	- - - -
10/25/19 00008	10/08/19 191903	201909 310-51300-31100

*

-

-	- - - - - - - - -7-,16-0.-00- 002487
*	482.50

SEP PROFESSIONAL SERVICES

ENGLAND-THIMS & MILLER, INC.

- - - - - - - - - - - -48-2.-50- 002488

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/25/19 00039	10/16/19 20975	201910 330-57200-46100	*

600.00

OCT QUARTERLY PM
- - - - - - - - - - - - - - - - - - - - - - - - - -

FITNESS PRO

- - - - - - - - - - - -60-0.-00- 002489
120.00

10/25/19 00155	10/06/19 10062019 201910 330-57200-34500	*

10/6/19 SECURITY SERVICES

JEFF ANDERSON

- - - - - - - - - -

120.00 002490

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/25/19 00152	10/14/19 6147183	201910 330-57200-46600

*	94.00

QTR PEST CONTROL SRVC

TURNER PEST CONTROL

- - - - - - - - - - - -

9-4.-0-0 002491

10/31/19 00134	2/05/19 27491	201902 320-53800-46200

*	840.00

TRIMMED UP OAK TREES
- - - - - - - - - - - - - - - - - - - - - - - -

DOWN TO EARTH FKA R&D LNDSPE & IRRG

- - - - - - - - - - - -8-40-.0-0 002492
579.05

10/31/19 00002

8/30/19 3207484	201908 310-51300-48000
FY20 SHEDULE OF MEETINGS
THE FLORIDA TIMES-UNION

*
- - - - - - - - - - - -5-79-.05- 002493

- - - - - - - - - - - - - - - - - - - - - - - - - -
10/31/19 00158	10/08/19 111234	201910 330-57200-60100

LIVE SWEET BY ASHLEY

HALLOWEEN COOKIES EVENT
- - - - - - - - - - - - - - - - - - - - - -

*	720.00

720.00 002494

TOTAL FOR BANK A PRP --PINERIDGE--	BPEREGRINO

72,517.75

AP300R
*** CHECK NOS. 002459-002494

YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO

RUN 11/08/19

PAGE	5

CHECK  VEND# .....INVOICE........EXPENSED TO...	VENDOR NAME DATE	DATE	INVOICE	YRMO DPT ACCT# SUB SUBCLASS

STATUS

AMOUNT

....CHECK.....
AMOUNT	#

TOTAL FOR REGISTER

72,517.75

PRP --PINERIDGE--	BPEREGRINO

((

l)

1707 Townhurst Dr.
Houston TX 77043
(BOO) 858-PdOL (7665)
www.poolsure.com

Terms	Net20	
Due Date	7/21/2019	
PO#		
C..u. stomer#	13GMS100	

Invoice	Date Invoice#

7/i /2019

1312955IJ6603

Bill To	Ship To	
GMS, LLC - Pfne Ridge PlantaUon 475 W. Town Place, Suite ii4
St. Augustine FL 32092	GMS, LLC - Pine Ridge Plantation 4200 P.ine Ridge Pkwy.
Middleburg Fl 32068	
Item ID	Description	Qty	Units	Amount	
WM-CHEM-BASE WM-SHED RENTAL
Fuel Surcharge	Water Management Seasonal Bll!lng Rate Monthly rental fee for storage shed Fuel/Envrionmental Transit Fee
C.(/d{ 6J,lr
P06\ cle fc (.5,
00\ . 3'Z D . t;? l.(X). r.f(p500
rn 51-/
!U	U\\1/ IE
JUN 21 201S 6
1B V-  .-• 	_--==:=1	i 1
i	ea
ea
ea	938.32

10,00

49,05	

 	 	

Total Amount Due

997,37
$997.37

Remittance Sllp

Customer

Amount Due

$997.37

13GMS100
Invoice l/-
1 312 95586603

Am ount Pald	 	
Make Ch ecks Payable To
Poolsure
PO BoK55372
Houston,TX 77255-5372

1 -r? q lc(,; m:;r;n::1

111llllnlllIIllIllllll11111

. ..	4-B, -
receipt

3.513 U.S. Hwy. 17 • FlemhJ Island, Fl32003
Phone: (904) 264-3200

Rm'11der

1102A1A Nooh, ltil108 • Ponle\ledra Beach, FL 32082
Prone: {904) 285·8831

Advertising Invoice

PINE RIDGE PLANTATION C.D.D.
475 W TOWN PL# 114
SAINT AUGUSTINE, FL 32092

Cust#:502790 Ad#:303406 Phone#:904-001-0001

Date:08/30/2019

Salesperson: Clay Legals	Classification: Legal Notice	Ad Size: 1.0 x 4.50
Advertisement Information:

L-·-··	..Desc	iption	...r..st rt .JC..stop	JL.Ins.	JI	Cost/Day      JL 	_..Total	_	I
.. - ..J	
IQ ay_:r  aY..	... .. ......  ....JI.09/05/2019 jj09/0S/2019Jl_ ...  1	II	._	6o.7s_.. _ _lL.	60.1s	_..JI	

-

Payment Information:

Date: 08/30/2019

Order# 303406

Type
BILLED ACCOUNT

Total Amount: 60.75
Tax:	0.00
AmountDue: 60,75 Attention: Requests for credits or refunds for early cancellations must be made within 90 days.

Ad Copy

·)

Notice of Meeting
Pine Ridge PlnntaUon

or

Com.muufty Dcvdo-pmcnt Dislrid The n,gulat· meeting or the Doud Supervisors o( the F•ae Rjdge Plantation Community Development

Distttct  wm  be    held  cm Tuciday,

September 17, 2019 nt 6:00 p.m. al the Pine Ridge Plantation Ameulty Center, 4200 Pine Ridge Parkway. MiddleJ,urg, Florida 3206S. The meeting Is open lo the  public and wilt be conducted In accordance wilh the provislons of Florjda Law for Communil,y Development Distriets. A copy of the egenda tor this mE!eting ma)' be oblained n-om the District M.anoge1•. at 475 West Town Place , Suite 114, St  Augustiue,  FL 32092
(and   phone   (004)   940-5850).  This
meetlng may be continued to a date, time, and place lo be •1>ec10ed on the record at the meeting.
Any person requiring special accommoda.tlo[l.l at this meetiug becatJse or • diubilil)r or physical impairment should contact the District Office e.t {904) 9 0 5850 Ill least two calendar days prior to the meeUng. If you al'e hearing or speech impaired, please contact the Flol'ida Rela,y Service at 1-000·955·8770, ror a id in contacting tbe District O!Dce.
Each person who decides to Bppeal any aetion taken at these mee:Ungs l& advised that person will  need  a rncord of the proceedings aud that
accordingly, the person may need lo ensure that a verbatim record of the proceedings ls made, including the tesUmol\Y and evidence upon which such appeal ls to be based.
11.t"nP'-'.M'l'nn'"'t:.

about:blanl

STATE OF FLORIDA COUNTY OF CLAY:

PUBLISHER AFFIDAVIT
CLAY TODAY

Published Weekly Orange Park, Florida

Before the undersigned authority personally appeared Jon CantreU, who onoath.says that he is the publisher of the
"Clay Today" a newspaper published weekly at Orange Park in Clay County, Florida; that the attached copy of advertisement being a

NOTICE OF MEETING

in the matter of

SEPT MEETING

LEGAL: 44822	ORDER: 303406	

was published in said newspaper in the issues:
09/05/2019

Affiant further says that said "Clay Today" is a newspaper published
at Orange Park, in said Clay County, Florida, and that the said newspaper has heretofore been continuously published in said Clay Cowity, Florida. weekly, and has been entered as Periodical material matter at the post office in Orange Park, in said Clay Cowity, Florida, for period of one year next proceeding the fiist publication of the attached copy of
advertisement; and affiant further says that hehas neither paid nor promised

any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the smd newspaper.

\0 -

Sworn to me and subscribed before me 09/05/2019.	<N" ""'""'fV'""'
,p,-<>"'""   HRlSTIELOUWAYNE

NOTARY PUBLIC, STATE OF FLOR	..

MY COMMlSSlON «G G24\  13
EXPIRES: Septemb<:t 20, 2020

l	Of	-
3515 US HWY 17 Suit Island FL 32003
Telephone (904) 264-3200 - FAX (904) 264-3:285
E-Mail: Chrirne@opcfla.com

ofl	8/30/2019, 12:41 PM

Down to Earth Jacksonville Branch
2701 Maitland Center Pkwy. Suite 200
Maitland FL 32751
(321) 263-2700	Li\.NDSCAPI-: U InHlGl\TIUN

September2019
Invoice #45195

 	
PINE RIDGE CDD C/OGMS
4200 PINE RfDGE PLANTATION MILDDLEBURG FL 3206B
-	--     --  ···- --,-,.------- --......--

-·---·

Monthly Maintenance
Description: Current month landscape maintenance

·--·- - - - - - -. --- ----

$7,160.00
$0.00

-	-

$7,160.00

In cmlr)r to br::)tter sorve our cllenti:;, w e  rnquest that all paynwnt for S( Pl ic c :;_;  to he mailed directly to tlw Down to fairth Jacl<! onville Brnnch Headquarters.

Plf.:H,3fl refornnce thr} add rnss dirc ctly on thr1 top left of thls invoice. Tlrnnl< You.
Payment terms are net 30 days, with late payments subject to a 18¾ per annum interest rate applied daily on the ovel'dtle balance. A processing fee of 2.75% will be added to all creclit ca1·d payments.
c.tt ?/4/5
                     l4 "'-JS a()-<-   /J'tt;,k{
/	J  zo. S-38 00 · t./<p Z-0-0
I
im [E	fwrem
l/Hi	St.PO G 2019	/!1!!
ftlU	L )/
 :31:--:c·"···:····.::::::::·:-_,     ;_.--- J

1 of 1

Governmental Management Services, LLC
1001 Bradford Way
K'inn -:tn n   TN <\77fi

Invoice

Bill To:
Pine Ridge Plantation COD
475 WestTown Place
Suite 114
St. Augustine, FL 32092

Ii\\

 mc 	n : ,f

\!lll , ,    e-1	0 9  0  ;a/	LJI

Invoice#: 192
Invoice Date:  9/1/19
Due Date: 9/1/19
Case:
P.O. Number:

IP·:-;:·..2.  :.:::::-.=:  ··:_:-· ::-:::::   :.-:,::J: -

Management Fees - September 20191·31·5/:S·  J'i Website Administration - September 2019 /•3f · Sl3 · t.J1f Information Technology - September 2019 I• 3 1·6 rJ· 3 1
13
Dissemination Agent Services September 2019 / ·'3 f •5 1 3 3
Office Supplies/·3l·S fJ·5 I Postage 1 ·31·S l$ - "12
CopiesJ•'J/•S/J•'125	3
Telephone f.31-513·'-IJ			3,690.83	3,690.83
100.00	100.00
83.33	83.33
416.67	416.67
0.54	0.54
8.31	8.31
36.15	36.15
4.35	4.35	

Description	Hours/Qty	Rate	Amount

Total	$4,340.18	
Payments/C redits	$0.00	
Balance Due	$4,340.18	

1--lopping  Green & Sams	·®

Attorneys and Counselors

119 S. Monroe street Ste. 300
P.O. Box 6526
Tallahassee, FL 32314

v/ 5'

!, :31v, o73

850.222.7500

================================= STATEMENT=================================

Pine Ridge Community Development District	Bill Number	109611	
Governmental Management Services	Bflled through	07/31/2019	
5385 North Nob Hill Road Sunrise, FL 33351			

General Counsel/Monthly Meeting			

August 30, 2019

PRIDGE	00001	JMW

  By	_J

FOR PROFESSIONAL SERVICES RENDERED
07/12/19	JMW	Research debt service reserve issues and assessment collection status; confer with Mossing regarding same.

0.80 hrs

07/17/19	JMW

07/22/19	JMW

07/23/19	AHJ

07/24/19	AHJ

07/29/19	JMW

07/30/19	JMW

07/31/19	MCE

Review draft agenda; confer with staff regarding trust estate balances; confer with Ritter regarding deferred cost issues.

Confer with Zare regarding financing options; confer with Ritter regarding deferred costs issues; confer with staff regarding meeting issues.

Prepare budget resolutions and agreement for pond maintenance. Finalize agreement for pond maintenance services.
Meeting preparation; review agenda package materials; conference with staff.

Meeting preparation; confer with Zare regarding refunding options; confer with Ritter regarding deferred cost issues; attend regular board meeting by telephone.

Research new law regarding new definition of "home address" and property appraiser objections to confidential information in assessment rolls; prepare memorandum to district manager regarding same.

1.30 hrs

0.90 hrs

0.60 hrs

0.20 hrs

1.40 hrs

3.80 hrs

0.10 hrs

Total fees for this matter	$2,013.50

MATTER SUMMARY

Jaskolski, Amy H. - Paralegal		0.80 hrs	125 /hr	$100.00	
Walters, Jason M.		8.20 hrs	230 /hr	$1,886.00	
Eckert, Michael C.		0.10 hrs	275 /hr	$27.50	
	TOTAL FEES			$2,013.50	

TOTAL CHARGES FOR THIS MATTER	$2,013.50

Pine Ridge CDD - General Couns	Bill No. 109611	Page 2
=== ==== ===== ========	====----= ==========- = -=-------= = ----=---------=-===
BILUNG SUMMARY

Jaskolski, Amy H. - Paralegal		0.80 hrs	125 /hr	$100.00	
Walters1   Jason M.		8.20 hrs	230 /hr	$1,886.00	
Eckert1   Michael C.		0.10 hrs	275 /hr	$27.50	
	TOTAL FEES			$2,013.50	

TOTAL CHARGES FOR THIS BILL	$2,013.50

Please include the bill number on vour check.

l''	cj,	))

J)(]H[)·  SU	l lJ
... ..._.,.J.,.,, p 

Invoice	Date
Invoice#

9/112019
131295588015

Terms	Net20	
Duo Date	9/21/2019	
PO#		
Customer#.	13GMS100	

1707 Townhurst Dr.
Houston TX 77043
(800) 858-POOL (7665)
www.poolsure.com

BillTQ	Ship To	
GMS, LLC - Pine Ridge Planlatlon
475 W. Town Place, Suite 114
St. Augustine FL 32092	GMS, LLC - Pine Ridge Plantation 4200 Pine Ridge Pkwy.
Middleburg FL 32068	
ltelTI ID	Descdptlon	Qty	Units	Amount	
WM-CHEM-BASE WM-SHED RENTAL
Fuel Surcharge	Water Management Seasonal Billing Rate Monthly rental fee for storage shed Fuel/Environmental Transit Fee

1;/zo{l7
Po0l c (,,.,v\:c l;	i
/.   ]"l(),  <;) 2.0() .	S00

V/	i)!	(i)	1
1
1	ea ea ea	938.32
10.00
49.05	

Total
Amount Due

997.37
$997.37

Remittance Slip

Customer

Amount Due

S997.37

13GMS100
Invoice II
131295588015

llIIllllllll llllllllllIllIll
131295588015

Amount Paid	 	
Make Checks Payable To Poolsure
PO Box55372
Houston, TX 77255-5372

Riverside Management Services, Inc
9655 Florida Mining Blvd. W. Building 300, Suite 305

Pine Ridge I>lnntntion 475 West Town Place Suite I i4
St. A\1gusthie, FL 32092

Bill To

Jacksotrvrne, FL 32257

h11voice

Dale	Invoice#	
9/1/2019	2g7	

	P.O. No.	Terms	Project	
				
Quantity	Description	Rate	Amount	
	Jnnitorial Services - September 2019 l.) 0 , /;-r l,. '11,,, '2.0
Pool Maintenance Services - SeJ)lcmber :2019 ::io, S, 'l,. Lil,'i D
Operations Mm1ngcmenl Services - S.cplember 2019 '3 3,::,, '5',l,. :!, '"I oo
Facility Mm1ageinent- Pine Ridge Plantation-Seplember2019 'l o,	"'l'l.., J'H<
73	645.00
1,008.33
1,666.67
4,243.58	645.00
1,008.33
1,666.67
4,243.58	
	Total	S7,563.5S	

B-  _y,.  ,...·,.·-..    ·····-.- . .-.---.,-.-u··,.-· ·--··---·--.·....-.-.-..·.·..-...-._·-_  l:·

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Invoice Date

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!NVOICE
The lake Doctors, Inc.
Aquatic Management Services ,.
., + i,J.,#!,.t;;W

3543 Slate Hoad •11 9, Winter Spring . FL 327()
I'll: 81)1). ()(it,. 525.1

Bill To
PINE RIDGE PL.1\NTATION l'DD
GOVERNMENTAL i\-11\Ni\GEMFNT SEHVICES
•175 \VEST lOWN PLACE
SUITE I!,!
s· 1 1\ U GlJs· 1 INE, FLORIDA 32092

BillTo
PINE R.111<:iE l'LJ\Nl,\TION C'DD

Purchase Order Number

Terms
NET Ill DAYS

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PLEASE DETACH & RETURN THIS PORTION WITH PAYMENT
.   ······ ···············- ····••-'• ·1·
/\ 111011111 Endo tl

Invoice II	-1.54391
Account#	719}12

GOVERNl\·IENTi\l. MAN1\(iEMf,NT SERVICES
<175 WESTTOWN PL:\CF SUITE IJ.1°

···  -  ··-·-·  ········ .....

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The Lake Ooctors, Inc. 3543 Stale Roml 419 Winier Spl'ings, FL 3270ll
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Remit To:	Clay County Sheriff's Office
PO Box 548/901 N. Orange Ave
Green Cove Springs, FL 32043	Invoice Number.
Invoice Date;

SSI09165 9/10/2019

(904) 284-7575

Attn: Fiscal - Accounts Receivable

Bill
To;		PINE RIDGE PLANTATION CDD 475 W. TOWN PLACE SUITE 114 ST AUGUSTINE, Fl 32258 BENADETLE PEREGRINO

Page: 1

Ship
To:		PINE RIDGE PLANTATION COD 475 W. TOWN PLACE SUITE 114 ST AUGUSTINE, Fl 32258 BENADETLE PEREGRINO

	Customer ID	(0000507	
	P.O.Number
P.O. Date	
9/10/2019	
Due Date	9/25/2019	our Order No		
Terms	Net 15 Days	SalesPerson		

ltem/DescriDtion	Unit	OrderOtv	Quantitv	Unit Price	Total Price	
Fees-2nd Employment Admin Fee-AUGUST		32	32	5.00	160.00	
2019
Fees-2nd Employment Scheduling		
4	
4	
25.00	
100.00	

Amount Subject to Sales Tax USO Amount Exempt from Sales Tax 260.00

Subtotal:
Invoice Discount:
Tax:

260.00
0.00
0.00

Total USD:	260.00

PINE RIDGE PLANTATION COD	8/2/2019	6531	EDMONSON, MATTHEW W	4.00	
PINE RIDGE PLANTATION CDD	8/3/2019	6531	EDMONSON,MATTHEWW	4.00	
PINE RIDGE PLANTATION CDD	8/10/2019	6955	ANDERSON, JEFFREY K.	4.oo ·	
PINE RIDGE PLANTATION COD	8/11/2019	6955	ANDERSON, JEFFREY K.	4.00	
PINE RIDGE PLANTATION CDD	8/16/2019	6531	EDMONSON, MATTHEW W	4.00	
PINE RIDGE PLANTATION COD	8/17/2019	6531	EDMONSON, MATTHEW W	4.0 0	
PINE RIDGE PLANTATION COD	8/;30/2019	6531	EDMONSON,MATTHEWW	4.00	
PINE RIDGE PLANTATION COD	8/31/2019	6531	EDMONSON, MATTHEW W	4.00	
			TOTAL	32.00	

Matt Edmonson
1561 Night Owl Tr, Middleburg, FL 32068	
(386) 931-6948

!il l

[E

                 1
r    p	1   H !

INVOICE OATE DATE:09/08/2019

Sc.;  1J

3 2019

;       ri i
:l:f,,,·1ti:

i

LJf

TO:

FOR:

, l  

.:::: :::=:: ::=:::··::: 0     -"'."••c·.---·-·   - -  !

DATE
WORKED	
DESCRIPTION	TIME
IN/OUT	
HOURS	RAT.	E	
AMOUNT	
08-02-19	Neighborhooc! Pool and Clubhouse patrol and security	19 00-2300	

.•	. 4.0	$30.00	$120.00	
08-03-19	Neighborhood Pool a d Clubhouse patrol and security	1800-2200	4.0	$30.00	$120.00	
08-16-19	NeighborhoodPool and Clubhouse patrol and security	19 00-2300	4.0	$30.00	$120.00	
08-17-19	Neighborhood Pool and Clubhouse patrol and security	1800-2200	4,0	$30 .00	$1 20 .00	
08-30-19	Neighborhood Pool and Clu bhouse patrol and security	1930-2330	4.0	$30.00	$120.00	
08-31-19	Neighborhood Pool and Clubhouse patrol and security	1800-2200	4.0	$30.00	$120.00	

	-	/	I					
	(	/,47  ,I,/	1/1/rf					
	~	-	I
\J1r.al'llu					
	1. -1-20	z72.o0	st/)ov					
						
DEPUTY SIGNATURE:	
TOTAL					$720.00	

		

PINE RIDGE PLANTATION 4200 PINE RI DGE PARKWAY MIDDLEBURG, FL 32068

Make all checks payable to Matthew Edmonson

joHver@gmsnf.com prmgr@riversidemgtsvc.com

Thankyou for your businessI

 	 	

Pine Ridge Plantation Community Development District
290

$

16,447.00

lnvoice#9584

Pine Ridge Plantation Community Development District
c/o Governmental Management Services 475 West Town Place, Suite 114

St. Augustine, FL 32092

X

9584

10/01/2019

Renew policy

Florida Insurance Alliance Package - Renew policy Due Date: 9/12/2019

16,447.00

l.310.b t5· t./5
t.-;.,o.m .t.f5

P{U> Mm<t'\ Jf\& '1t7bZ.7
r,1.o	propt(	s	Ji  8&- zo

··-····.,,,.-•. -.·····....·····- ...-•

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\(lll

SEP 1 3 2019

FOR PAYMENTS SENrOVERNIGHT:
Egfs lnsumrn:e Advisors LLC, Fdlt,Third Wholesale LackbDK, 1.rx:kbox #234021, 4900 W.951h St Qakfawn, IL 60453

Remit Payment Tc: Egls Insurance Advisers, LLC
Lockbox 234021 PO Box 84021 Chicago, IL 806B9-4002

(321)233--9939

sclimer@egisadvisors.com

16,447.00

$

Customer. Pine Ridge Plantation Community Development District

Pine Ridge COD	September 9, 2019		
GMS-SF, LLC	Project No:	03136.08000	
5385 N Nob Hill Road
Sunrise, FL 33351	Invoice No:	0191631	

Project	03136.08000	Pine Ridge Cdd - Completion Report
Professional Services rendered through August 31. 2019
Professional Personnel

Engineering/Landscape Designer
Winfrey, William	8/1712019
Totals
Total Labor

Hours

1.50
1.50

Rate

128.00

Amount

192.00
192.00

192.00

Invoice Total this Period	$192.00

ECEBVEn
.	SEP 1 9 2019 :1 1f

By.,. 

I'
-·-•·-•----·-1

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v--g	@)
t $/ v,. t>t'3	2>//

England·Thim &llliller.lnc.
Bl<lll:mtl•  •-•SIS•IMOSCJ.11,  EC!S

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Allways Improving LLC dba Fitness Pro
1400 Village Square Blvd #3-293
Tallahassee,FL 32312
(850) 523-8882
admin@wearefitnesspro.com http://www.wearefitnesspro.com

Maria Cranford

Invoice

!·:1w i,·j·
Maria Cranford

l-400 Ymagt Sqvcue 13..2_93
talloll<»••"• fl l231
=•5l3• 62

Pine Ridge Plantation Amenity Center Pine Ridge Plantation Amenity Center 4200 Pine Ridge Parkway Middleburg, FL 32068
"• •-•••--- •••••-••••M'"• •-• •• •••

                    :      l1idi	

Pine Ridge Plantation Amenity Center

i

: Pine Ridge Plantation Amenity Center i 4200 Pine Ridge Parkway Middleburg, FL 32068

r:.:

20669

. 09/10/2019

1 $125.00

09/20/2019	. Due 10 days from

. r ceipt

PLEASE DETACH TOP PORTION AND RETURN WITH YOUR PAYMENT•

V,3g

....... ......·-......·-.......·-.... -·....·--.·--· ------·--·.... ·-......................................·-··-.----·--.·-··--·---·-·.·-·--·······;;,r.-i...............

08/27/2019

09/10/2019

09/10/2019

09/10/2019

,PARTS
j Aug 27, 2019: Parts for Repair: cable
i SERVICE REQUEST 24894 - SPIRIT BIKE NEEDS SEAT POSITION ADJ '.CABLE
. CS1
Sep 10, 2019: Commercial Labor: Replaced seat adjust cable tests good
SHIPPING3
Sep 101 2Q19: §!-IJPF'lN .

I if\_. '.

1

1

0.00

110.00

15.00

BALANCE DUE

l. 4ad	o/t:z)?
Ktf&. r'> \- -tp\til-tMl.<,\.h
\, ::i16. <;7z()t). l.f(p(O-O

l'I\VW,lilnessproinc.com

$125.00

Qhe Jlorida uimes-Union
jacksonville.com

Questions on this invoice call: (866) 470-7133 Option 2

START STOP	NEWSPAPER REFERENCE	
DESCRIPTION	PRODUCT		
SAU SIZE	
AMOUNT	
08/04		Balance Forward		$0.00	
08130 08130	103207484-08302019	NOTICE OF MEETINGS PINE RIDGE JV Times-Union PLANTATION COMMUNITY	2.00 X 4.4583	8.92	$64.92	$579.05	
		DEVELOPMENT DISTRICT Toe			
		Board of Supervisors of !he Pine			
		Ridge Plantation Community			
		Development District w			
		PREVIOUS AMOUNT OWED:	$0.00		
		NEW CHARGES THIS PERIOD:	$579.05		
		CASH THIS PERIOD:	$0.00		
		DEBIT ADJUSTMENTS THIS PERIOD:	$0.00		
		CREDIT ADJUSTMENTSTHIS PERIOD:	$0.00		
		We appreciate your business.			
			
	vi)	
				/, 5/O. !>73, 1-/ f-O	

INVOICE AND STATEM

NT OF ACCOUNT

AGING OF PAST DUE ACCOUNTS

UN,-PPI.IEO ,-MOIINTS ARE INCLUDED IN TOTAL A OUKT DUE

21 1	CURRENT NE.T AMOUNT		300/\YS	I	SO DAYS	I	01/EIUOOAYS	I	• U}IA	PU£0 AMOUNT		TOTAL AMOUNT	DUE	
$579.05	,.,	$0.00	I		$0.00	I	$0 .00	I	$0.00	I	$5 79.05	
SALES REPJPHONE #	AOVeRTISER INfORMAllON	
Brenda Ramirez 904-359-4607	1 1	Bil.UNG PERIOD		16 I	BILLED ACCOONT NUMSEFl	111 ADVERTISERJCUENT NUMBER	It	I	ADVERTISER/CLIENTNAME	
		08/05/2019-09/01/2019 I	35422	I	35422	I	PINE RDGE PLANTATION	

MAKE CHECKS PAYABLE TO

The Florida Times Union

The Florida limes Union Dept 1261 PO Box 121261
Dallas, TX 75312-1261

Payment is due upon receipt.

	,,	Bill. ING PERIOD		
	,,, 08/05/2019 - 09/01/2019	PINE RDGE PLANTATION	
COMPAHY	TOTAL AMOUNT DUE	'IINAPPLleo AM	UNT	I, I	TERMS OF PAYMENT	
JV 5	$579.05	$0.00	I	NET 15 DAYS	
"'	CURRENT NET AMOUNT	ltt l		30DA.VS	I	88DAVS	I	OVER90DAYS	
	$579.05	I		$0.00	I	$0.00	I	$0.00	
•I	PAGE# , 1 1 BIUINGDATE	I• I	BIi.LEO ACCOUNT NUMBER      I 1  I	ADVERTISER/CLIENT NUMBER I 24STAT!oMEIIT NUMBER	
	I	09/ 01/2019	I	35422	I	35422	I	0000053781	

PLEASE DETACH AND RETURN LOWER PORTION WITH YOUR REMITTANCE

(ihe Jlorida <Limcs- nion
jacksonville.com
The Florida Times Union 1261 PO Box 121261
Dallas, TX 75312-1261
ADVERTISING INVOICE and STATEMENT

,,	ADVERllSERICUEKT NAME

 	
Bl t.lNG ACCOUNT NIIME.ANO ADDRESS	REMITU.NCE ADDRESS

PINE RDGE PLANTATION 475 W TOWN Pl STE 114
SAINT AUGUSTINE FL 32092-3649
11111h11 111111111I•11h11•11 1,11, 1 11111111, 11111I•1,,11'•1llllh

The Florida Times Union Dept 1261
PO Box 121261
Dallas, TX 75312-1261

L	..J

THE FLORIDA TIMES-UNION

Jacksonville, FL Affidavit of Publication Florida Times-Union
.................._,..,......................_  , _, _   ,

.., ___,.  ,.._._.. ,     _ _

,..,...._.,.., .,_  ..,, .............._........,. --,

.,..,,,- ...,.,

 	___ 	_

PINE RIDGE PLANTATION
475 WESTTOWN PLACE STE 114 SAINT AUGUSTINE, FL 32092

ACCT #: 35422
AD#: 3207484

State of Florida County of St. Johns

Before the undersigned authority personally appeared Brenda Ramirez who on oath says she is a Legal Advertising Representative of The Florida	Times-Union,	a	daily	newspaper published in Jacksonville in St. Johns County, Florida; that the attached copy of advertisement is a legal ad published in The Florida Times-Union. Affiant further says that The Florida Times-Union is a newspaper published in Jacksonville, in St Johns, Florida, and that the newspaper has heretofore been continuously published in St. Johns County, Florida each day, has been entered as second class mail matter at the post office in Jacksonville, in St. Johns County, Florida for a period of one year proceeding the first publication of the attached copy of advertisement; and affiant further says that he/she has neither paid nor promised any person, firm or corporation any discount, rebate, commission, or refund for the purpose of securing this advertisement for publication in said newspaper.

PUBLISHED ON: 8/30/2019

FILED ON: 8/19/2019

'•

•1

, ,

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, ,, -
1
I I 1 I

'I
1
-   -   -   -   ....-...........·... ---- ·-- -   -   -   - ·· ·.. ---···.·.  ..,,..r..I ......__   _
'

_   _ ,..................,......_.._,..._     ..,_,   _ ,..,............._,    _

Name: Brenda Ramirez Title: Legal Advertising Representative

f-,,2aa )J!vAJ !-diY\ no!} J
-- ..,,, wft,, JULIE FOWLER KANNER

/• \S ate of Florida -Notary Public

"°,.." .::-	My Com mission Ex pires

:2 Commis sion # GG 249492

,,,,,,,,,,	September 24, 2022

In testimony whereof, I have hereunto s t my hand and affixed my official Seal, the day and year aforesaid.
NOTARY: (u1' .J.[

Jeff Anderson
2744Semlnole VIiiage Dr.	
Middleburg, FL 32068
(904) 219-4983

INVOICE DATE
DATE: 09/07/2019

TOt

DATE
WORKED	
DESCIUPTJON	TIME
IN/OUT	
HOURS	
RATE	
AMOUNT	
09/07/19	Neighborhood, Pool and Clubhouse patrol and security	1800-2200	4.0	$30.00	$120.00	

						

	-	,,/	I					

	/ 'l2o <4-J·N1r1 "11/<"'f'Jrl					

						

120.00	

							
DEPUTY SIGNATURE:	TOTAL		

PINE RIDGE PLANTATION 4200 PINE RIDGE PARKWAY MIDDLEBURG, FL 32068

Make all checks payable to Jeff Anderson

FORt

joliver@gmsnf.com prmgr@riversiclemgtsvc.com

Thank you for your business!

Allways Improving LLC dba Fitness Pro
1400 Village Square Blvd #3-293
Tallahassee, FL 32312
(850) 523-8882
adrnin@wear efitnesspro.com http://www.wearefitnesspro.com

Maria Cranford
. Pine Ridge Plantation Amenity Center
, Pine Ridge Plantation Amenity Center
4200 Pine Ridge Parkway
: Mi ddleburg, FL 3 ?8.-

Invoice

1400 Ylnago Squo,a C'l·:29J ToHahonee,, fl 32.)12: 6.SO·S'2J•8&02

Maria Cranford
Pine Ridge Plantation Amenity Center Pine Ridge Plantation Amenity Center 4200 Pine Ridge Parkway
M... .id··-dleburg, FL  32068

	 , F i l !; i. l.l ! il'

L.	..... ····-·. --

_-_-

.,_,_,     .·-·  ·- .	. . ······· --- -- ·--·· ·-- · -

20793	09/23/2019

$14lfcio

: 10/03/2019		Due 10 days from receipt

... . -·-----·-·····-····-- ; -- --·-····
PLEASE DETACH TOP PORTION AND RETURN WITH YOUR PAYMENT.

•. l j ' C

09/23/2019

.	09/23/2019 09/23/2019

SERVICE REQUEST 25130 - DELIVER CASE OF WIPES
SHIPPING3
: Sep 23, 2019: SHIPPING 3
: 2XL 36
. Sep 23, 20_1§) §l!)0 C()Unt gym wipes

4	20.00

4	120.00

BALANCE DUE

$140.00

www.fitnessprolnc.com

l--lopping Green & Sams

Attorneys and Counselor.I

119 S. Monroe street, Ste. 300
P.O. B0 6526
Tallahassee, Fl 32314
850.222.7500

v '5	

================================= STATEMENT=================================
September  30, 2019
Pine Ridge Community Development District	Bill Number	110277	
Governmental Management Services
5385 North Nob Hill Road	Billed through	08/31/2019	
Sunrise, FL 33351		

General Counsel/Monthly Meeting		
PRIOGE	00D01	JMW		

FOR PROFESSIONAL SERVICES RENDERED
08/01/19	JMW	Confer with Zare and Ritter regarding credit package issues.

0.60 hrs

08/06/19	JMW

08/08/19	JMW

08/13/19	JMW

08/14/19	JMW

08/15/19	JMW

08/27/19	AHJ

08/30/19	LMG

Confer wlth Zare regarding credit package status and questions; confer with Ritter regarding same.

Review proposed stormwater assessment from County; confer with staff regarding same.

Review draft summary for S&P credit package; confer with Zare regarding same.

C.onfer with Fulks regarding assessment roll issues.

Confer with Zare and Ritter regarding credit package issues.

Prepare agreement for facility management services; prepare agenda items; transmit same to Sweeting.

Research and revise rules of procedure; review memorandum to district regarding same.

0.80 hrs

0.40 hrs

0.90 hrs

0.30 hrs

0.50 hrs

0.90 hrs

hrs

Total  fees for this matter	$955.50

MATIER SUMMARY

Jaskolski, Amy H. - Paralegal		0.90 hrs	125 /hr	$112.50	
Walters, Jason M.		3.50 hrs	230 /hr	$805.00	
Gentry, Lauren M.		0.20 hrs	190 /hr	$38.00	
	TOTAL FEES			$955.50	

TOTAL CHARGES FOR THIS MATTER	$955.50

BILLING SUMMARY

Pine Ridge CDD - General Couns	Bill No. 110277	Page 2
-==-==- ==-----	--	--	= = == = ===== == =======----=-=== == = = ===-------- ----

Jaskolski, Amy H. - Paralegal
Walters, Jason M.
Gentry, Lauren M.

TOTAL FEES

0.90 hrs
3.50 hrs
0.20 hrs

125  /hr
230 /hr 190 /hr

$112.50
$805.00
$38.00

$955.50

TOTAL CHARGES FOR THIS BILL

Please include the bill number on vour check.

$955.50

1707 Townhursl Dr.
Houston TX 77043
(800) 858-POOL (7665)
www.poolsure.com

Invoice	Date

Terms	Net20	
Due Date	10/ 21/2019	
PO#		
Customer#	13GMS100	

Invoice#

10/1/2019
131295588721

BillTo	Ship To	
GMS, LLC - Pine Ridge Plantation 475WTown Place, Suite 114
St. Augustine FL 32092	GMS, LLC --Pine Ridge Plantation 4200 Pine Ridge Pkwy.
Middleburg FL 32068	
Item ID	Description	Qty	Units	Amount	
WM-CHEM-BASE WM-SHED RENTAL
Fuel Surcharge	Water Management Seasonal Billing Rate Monthly rental fee for storage shed Fuel/Environrnental Transit Fee

C.4-	16
?ool Cli trt' .,,[5
;, 7YO. s7200. qtGs?'V

: ._., .. ···-··- ..-..-. ----- ..	·-·----   ,  ----· ..	1   ea
1  ea
1  ea	938.32
10.00
49.05	

    -- - ... - • · · •••• . ,-. - - - - · · -- · ·- - - · · · - · -

I

Total
Amount Due

997.37
$997.37

Remittance Sllp

Customer

Amount Due

$997.37

13GMS100
Invoice fl
131295588721

Amount Paid	 	
Maka Checks Payable To
Poolsure
PO Bcix55372
Houston, TX 77255-5372

1111111111111111111111111111
131295588721

Riverside Management Services, Inc
9655 Florida Mining Blvd. W. Building 300, Suite 305

Pinc Ridge Planl.itlon 475 Wes\ Town Place Suite 114
St. Augustine, f'L 32092

Bill To

Jacksonville, FL 32257

Invoice

Date	Invoice#	
9/16/2019	289	

P.O. No.

Terms

Project

/, 530, brJ. 31/t/O

V/  1-> ®

Total

$2.600.00

Quantity	Dascrlpl!on	Rate		Amount	
104	Facllil}'Assislnnl through /Iugust 3I, 20 I 9		25.00	2,600.00	

Riverside Management Services, lnc.
!J6!is floddn..Min[ng lllvn., Butl.ding 300, Sttite 305, Jai:xso11vme, !=/mlda a2zsz

	PINE RIDGE CDP

FACILITY ASSISTANT		

Qty.£Hours	ne--qcrlption	
Amount	
104	Facility Assistant	
$ 25,00 $ 2.,600,00	
	
Covers Period: August 31, 2019		

WTALDUE:	$ 2,600.00

RMS	PINE RIDGE COMMUNITY DEVELOPMENT DISTRICT
ASSIS1ANT MANAGER BILLABLE HOURS
 	FOR THE MONTH OF AUGUST 2019	

	Hours	Oescription	
813/19	3	Movie Event Night	
8/4(19	9	Corrpleled dally chackUst, returned cals and emails	
8/5(19	8	Completed dally checklist, returned calls and emails	
8/8/19	8	Completed dally checklist, returned calls and emails	
8/10119	8	completed dally chacldisl, returned calls and emails	
B/11119	8	Completed dally checklist. returned caHs and emafts	
8/12119	4	Completed daily checklist, returned cabs and emails	
8/17/19	8	Completed daily checklist. returned cals and emails	
8/18/19	B	Compla\ed daily checklist, returned cals and emails	
8/22119	4	Completed dally checklist, 1elumed calls and emails	
8/24/19	8	Completed daily checklist, returned calls and emails	
8/25119	8	Completed dally checklist, returned caUs and emails	
8/26/19	4	Completed dally checklist, returned caffs and emails	
8/30/19	8	Completed dally checklist, returned cans and emails	
8/31/19	8	Completed dally checklist, returned cans and emails	
	104		

AUGUST2019	1

Riverside Management Services, ]11c
9655 Florida Mining Blvd. W. Building 300, Suite 305

Bill To

Jacksonville, FL 32257

Invoice

Dale	!nvolco#	
9/18/2019	290	

Pinc Ridge Plan1alion 475 Wesl Town !'focc Suit 114
St. Augustine. l'L 32092

	P.O. No.	Terms	Project	
				
Quantity	Oescrlpl!on	Rate	Amount	
	Mnintenance Supplies	V
Facllity Mofatennnce A\tgust l - August 31, 2019

c,;,n,
n o , $71.., i.;i.:.oo

t?../ ¥\ • 6 ('t>-..,,,,\;s
'?, '2.o, 'S '3 8,	1,.oo

'i)	,
I re"""",,., t "I.ti ve.	Vii:,1..--i1-,
1'31'.?, 72., c.1 t,(,,o

(
C °'"'+'"'J.,,.., ..1
3  "30   ,   S,	2,, '-i '\ o 0	r? '2
,.,- t(?

f	

'SS7	

I	

S-o	2,556.51	2,556.51	
						l,933A4	1,933.44	
	Total		
$4..1$9.95	

RMS	PINli RIDG6 PLANTAilON COMMUNl1Y DEVELDPMEN'f OISiRICT
M/1.lNTENANCE  BILI.ABLE HOURS
 	FOR THE MONTH OF AUGUST 2019	

M!	I-lours Ernployee 00csctlptlon
8/l/19	2.6	C.P.	Rerooved debris around pool dack, arnenlly C<Joler, p111ldn9 lo!, playground, common areas anel	
			main road, cl1eckod and changed !rash recep\acles on pool deck, checked md ch;mged dog	
			recepracles	
8/6/19	2.5	L.F.	Waited for1,nake removal company lo oome and removed raltktsm1ke	
6/5/19	2.5	C.P,	Ramoved debrls a1ound pool deck. ameoily cenler, p1111dng lol, pl;lyground, common 11,ees and	
			along mB!n road, cltet:kad end cha1111eod lfflsh 1eceptecleson pool ok pm! playground,	
			ch&cked and chsnged do9 1ece.pla	
8/7/19	2	C.P,	Organized pooideck rumllure, chetkff and changed trash 1ecepladas on pooldecic, removed
debIfs11round pool declt, an'9nlty cenler. p1ukln11 Jot, p(Byground, common eraa& and main 1oad,	
			checked and changed dog receptacles	
819/19	3	C.P.	Ramoved debris 111011nd pool dee!-;, p111klng lot, playground, common a1eas end along main
road, c;h11okad and diang,d ti;,s)l JBCIIJl(aoles on pool deck, plllyground and do111eceplaeles	
8{10/18	Hi	E.T.	Cleaned pool fllle1s, re.movad debris frompool- Weekend eddlUonal serilce	
8/11/19	2	E.T.	C!E1ened and VaC\JUmad pool -w11ekend nl'lloe	
8112/19	2	C.P.	Removed debris around pOl!ldedc, palklng lot, playground, conm\111\ Meas and elon!I main	
			road, !:he d and chenged trash receptacles on pool deck, playground end dog recepledet,;	
8/13/18	4	C.P,	Inspected and cleaned lakes. and outrun slruoturu (Usad Galor and Lllrge Traler)	
8/1$119	4	B.M.	Inspected and cleaned !Pkes end oulf9U lilruotures (Used Galor ;ind Laige Tralbr)	
8/14/18	2	B.M,	Blew loeves end debris air ame111ly center, removed deblls In common eraQs and road\'/e.}'$,	
			checked and changed Irash reoeplsclas on pool deek, Sl.ra!ghte ned pool fumllute	
8/15119	8	C,P.	Cleaned dlll anti debris out or cutb gu\lilll;, cleaned aR storm drains of debris {Used Gallln'tllrga Tralk!r}	
6115/19	8	8.M.	Cleanod all stom1 d1ain grates ol debris, cleaned dirt ;:1nd dobris oul o1curb uutteis dOW/1 Pine Ridge	
			Parkway (Used Gator/LallJs Trall$r)	
6/16/11!	2.ti	C.P.	8linu leaves and debris all pool deQk, rell\CIVad debris of!pool deek, pa!klng lot, playground,	
			common ereu end r'llaln 1oads, checleed end changed 11Q !rash receplsclea on pool deci< and	
			p!aygrnund, emptied doQ ree(lplatle.s	
6119/19	3	G,P.	Checked and changed lra$h recepladus on pool decl< and playground. removed debris a1ound	
			pool deck, parking IOI, Playground, common 8/81'11 end main road, empRed dog receptacles	
8121/19	3	C.P.	Rsmovad debrl$ around pool deo . pelklno IC>t, playground, common areas and 31onQ main road,	
			organized pool deck fvrn1tu10, empllad dog receplat111s, chbe!ced and changed lresl\ ree&placles on
pool deck and playground	
8123118	2	C.f'.	Removed debris along common area, rnaltl road. pool deelc, paildng fol ;:,nd playground, ernplled	
			dog receplacles, checked and changed lrash reeeplscles on pool deck and playground, organized	

B/25/19	1.5	E.r.	pool dee!< fumi\ure
Cfeanad pool f leJ$ •\Ytlelrend &ill\llce	
8/28/19	2	B.M.	Ch ed and challl!OO trash recaplaoles on pool deck, removed debris In common er&as, bl&w l&ave&	
			and debris otr pallo area, slralghlaned pool fumllute	
8/28/18	3	B.M.	Checked and ol\angsd all!rash recaplacles, removed debds In common araas, blowIHYH11nd	
			debrls olf amenity area, r.hock&d and changed aD doII teceplaele!1	
1!/28/19	4	L.F,	Prepa/ild for l-1Ulrica!18 Doilan	
1113.011ll	4	C.P.	Prepared (orH1.111foane Dorian	

TOTII-L Iii!

c=

l,\ILtS 31ii"""

'Mlaage lsrelmbuwihla per !IOC\lon 112.081 Florida Slalul8s Mil11age Rat9 2009-(J.445

PINI:, RIDGE

MAINTENANCE BILLABLE PURCHASES

l'l'!rlod Ending 09/05/19
DISTRICI	Mm	SUPPLIES	PRICE	·EMfLOYJ:;:E
PR
PINE RIDGE!
7124/19	2 Cases of AC FIRers	241.50	C.H.
8/2/19	Charmin 30 ROIi (2)	43.65 'T	C.P.	
8/2/19	13 Gallon WhKe Trash Bags 150 cl	16.07,1'	C.P.	
8/2f19	Combo Loi;k Cable	17.23	CJ>,	
812/19	Glade Freehener 5 pk	12.<IO :S	C.P,	
8/2/19	Gleda Hol8r 2 pk	3.66.S	C.P.	
8/6/19	Snake Removal	339,25	C.H.	
B/6119	DogWasla aags 4,000 Bags	106,11i	C.H.	
8/7/19	Alrwlck 6pk	12.04:;	C.P.	
8(7/19      Alrwk:k2pk		2.86 :f C.P. 8/13119   John Deere Gator and Traller Rental	70.00	C.P. 8115119 John Deare Gator end TraUer Rental	70.00	C,P.
B/16/19   GonlraotorTresh Bags	22,EM :1   c.p.
8/16/19  G11s for John Deere Gator	15.00	C.P.
8119/19   Scott TolM Paper 18 Roll (2)	20.63,1      C.P.
8/19/19   42 Gallon Trash Ba911 50 cl (2)	69.73 :f     C.P,
8/21/19   Microsoft Product l(ey	251.84 t.      M.c.
8122/19      9' Umbrella (5)	184,62,        C.H•
8123/19     Visa Gllt Cards	241.48 <- .M.c.
8126/19   68 l(8y Schlage (3}	7.56 c.     B.M.
8/26/19    l(eyCap	3,43'-       8.M.
8/28/19  Mukl Fold i oweJs 250/pl< case of 16	39.36 .f     M.c.
8/28119    Ell\telopes Box of 500	27.06 <..     M.C,
8/28119  Time Cards box of 100	17.32	M.O.
8/28/19   Scotch Tape 10 pk	35,68  l     M.C.
8/30/19   Charmln 24pk	14.92  'S     C.P.
8/31)/19   Bounty 6pk	11.36 :r    C.P.
8/30/19   Disposable Gloves 50ol	5.72 :r    C.P.
8/30/19   Glade Freshener 5pk	12,40  ;j'      C.P,
8130119  A!rwick5pk	12.04 J'     C,P,
8/SOf\9  Wlndax 2 !Her	6.16  J   C,P.
6/30/19 Clorox Cleaner Spray 32 oz (2)	8.90 J	c.p,

TOTAL 11,D33A4

Riverside Management Services, Inc
9655 Florida Mining Blvd. W, Building 300, Suite 305

Pine Ridge Pkmt11lton 475 W sl Town Place Suite 114
St. Augu 11nc, fl, 32092

Bill To

Jacksonville, FL 32257

Invoice

 	Date	Invoice ti	
9/16/2019	288

£241.48

Total

241.48

241.4&

0

V/	1-_s

Cornhule Tournament 917/[9

S're-=.:..,,\ £\/ t.s
3'3o, S,1- t:,,010

Amount

Rale

Descriptkln

Quantity

Project

Terms

P.O. No.

                                      · .• .' ·" · · .. ,-: , 1= 1- ··•-"•-··-·-- • • •• i• ;.

;,_

=w-

9(7/19

 	$241.,48 
 	$0.00 

,

(G'ifts/suppries, etc)

 	$2.41.48 i

 	Actual 

'Set up and Site Marnigement
;Site Staff
:Mileage		

		

 	

I
1
!Payable To:	  	YES	  	NO		

		

		
Totals					$0.00	

.iotals		$0.00 

		

		

		
 	$0.00 

I
!Totals	$241..4$ 

Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Bill To:
Pine Ridge Plantation CDD 475 West Town Place Suite 114
St. Augustine, FL 32092

Invoice

Invoice#:  193
Invoice Date:  9/15/19
Dua Date:  9/15/19

Case:
P.O. Number:

Description	Hours/Qty	Rate	Amount

Assessment Roll Certification - FY 2020

		5,260.00	5,260.00	

Total	$5,260.00	
Payments/Credits	$0.00	
Balance Due	

Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Bill To:
Pine Ridge Plantation COD 475 West Town Place Suite 114
St. Augustine, Fl 32092

_· '".:::· - · Description

Management Fees  - October 2019	/.. /0, 57'!., YID Website Administration -·October 2019 -I/ 9( Information Technology- October 2019 ,, 3 t,7 Dissemination Agent Services - October 2019	313 Office Supplies	90
Postage	I/J;J	· '
Copies	I/ )./2,..		3,690.83
100.00
83.33
416.67
16.91
14.75
147.15	3,690.83
100.00
83.33
416.67
16.91
14.75
147.15	

·.  /!..	.

Invoice

Invoice#:  194
Invoice Date: 10/1/19

Due Date: 10/1/19

Case:
P.O. Number:

Hour /Qty	Rate	Amount

Total	$4,469.64	
Payments/Credits	$0.00	
Balance Due	$4,469.64	

Remit To:	Clay County Sheriff's Office
PO Box 548/901 N. Orange Ave
Green Cove Springs, Fl 32043	Invoice Number: Invoice Date:
{904) 284-7575

Attn: Fiscal - Ac;:;ounts Receivable

SSl09218 10/4/2019
Page: 1

Bill
To:	PINE RIDGE PLANTATION CDD 475 W. TOWN PLACE SUITE 114 ST AUGUSTINE, Fl 322S8 BENADETlE PEREGRINO

Ship

To:		PINE RIDGE PLANTATION CDD 475 W. TOWN PLACE SUITE 114 ST AUGUSTINE, Fl 32258 BENADETLE PEREGRINO

b

Due Date
Terms

10/19/2019
Net 15 Days

DEcE,	v En
_, Q OCT O 9	2019
--------

Customer ID
P.O. Number
P.O. Date Our Order No SalesPerson

C0000507 10/4/2019

ltem/Descriotion	Unit	OrderOtv

Quantitv	Unit Price

Total Price

Fees-2nd Employment Admin Fee­
SEPTEMBER 2019
Fees-2nd Emplo yment Scheduling

12	12

- = -	.- .	-·

 ('-_..),  J)

5.00

25.00

60.00

25.00

/1 ,  ..:.:>)   ;S·   )>,.-1,.

.1_.r.,_,.'\,,,-_J-:.  •.J	_:'_ •    :_-  ',-/•r ··'  ,;;

Amount Subiectto Sales Tax USO
Amount Exempt from Sales Tax 85.00

Subtotal:
Invoke Discount:
Tax:

85.00
0.00
0.00

Total USD:	85.00

PINE RIDGE PLANTATION COD	.9 /7/2019	6955	ANDERSON, JEFFREY K.	A.00	
PINE RIDGE PLANTATION COD	9/14/2019	6531	EDMONSON, MATTHEW W	4.0.0	
PINE RIDGE PLANTATION CDD	9/28/2019	.: 6531	EDMONSON,MATTHEWW	4.00	
			TOTAL	12.00	

,.......•.;.•....,.,., ,. :.·•••'· "  ' '''   •/   ••··••......,,'.1,,, ....

3513 U.S. Hw-/. 17 • Flemhg Island, A. 32003
Phone: [904) 264-320.0

 	Rm	er

1102 A1 ANrn1h, Unit108 • Ponte Vedra Beach, FL 32082
Phone: (004) 285-8831

Advertising Invoice

v-,6;3	®	r-

PINE RIDGE PLANTATION C.D.D.
475WTOWNPL# 114
SAINT AUGUSTINE, FL 32092

Cust#:502790 Ad#:304510 Phone#:904-001-0001
Date:10/01/2019

Salesperson: Clay Legals	Classification: Legal Notice	Ad Size: 1.0 x 6.80
Advertisement Information:

Payment Information:

Date: 10/01/2019

Order#
304510

Type
BILLED ACCOUNT

Total Amount: 91.80
Tax:	0.00
Amount Due:	91.80

Attention: Requests for credits or refunds for early cancellations must be made within 90 days.

Ad Copy

NOTICE OF RULE
DEVELOPMENT
BY THE PlNE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT
In accord with Chapters 120 and 1901 Florida S\alutes, the Pine Ridge Pl.anta.Uon Commtmity Development Di•trict ("Ili•trlc t•) hereby gives notice of its intention to develop Arueuded and Restated Rule, of PrQeedure to gavern the ope-ratlons of the D!&h'lol
The Amended and Restated Rule• of Procedure will addreu: 5Uch areas as tbe   Board   or  Supervisors, omeers
and voling, district office.", pubiic infonnalion .and inspection of records. policies. public meeting3, hf!Arl.ngs and work.shops 1 l'Ulemaking proceedh1gs and competitive purchase includi.ng proced ure under the Con&ultanls Competitive Negotiation Act, proc dure regarding     auditor     selection  ,
purchase   or   insurance,
preAquallfleaUon.   constr-uctlan
-conb.-acb,. goods, supplies and rnalerials1 maintenance services, contractual ise1vlees and protests. with respect to proceedlng.ti !ls well as   any   0U1e.r   area   of   the  geuet11. I operation of the Dlstrkl
The purpose and effect of the Amended and Restated Rules of Proc::edure ts to provide for efficient Dnd eff e ct t.ve Dtslrict operations and to ensure compliance \,;,ith recent changes to Florida.  ! a1\'.  The  legal au thority for the adoption of the propo,sed Ame nded and Re s tated
.flul of Procedure lncludc.JS s ec tions

1iECEIVE ­
ocr 1 5 2019	i
L
BY: 	·-   --.

about:blank

PUBLISHER AFFIDAVIT
CLAY TODAY
Published Weekly Orange Park, Florida

STATE OF FLORIDA COUNTY OF CLAY:

Before the undersigned authority personally appeared Jon Cantrell, who on oath says that he is the publisher of the
"Clay Today" a newspaper published weekly at Orange Parle in Clay County, Florida; that the attached copy of advertisement being a

NOTICE OF RULE DEVELOP1\1ENT

in the matter of

RULES OF PROCEDURE

LEGAL: 44992	ORDER: 304S10	

wns published in said newspaper in the issues:
10/10/2019

Affiant further says that said "Clay Today" is a newspaper published
at Orange Park, in said Clay County, Florida, and that the said newspaper has heretofure been continuously published in said Clay County, Florida, weekly, and has been entered as Periodical material matter at the post office in Orange Park, in said Clay County, Florida, for period of one year next proceeding the first p11blication of the attached copy of
advertisement; and affiant further says that he has neither paid nor promised any person, finn or corporation any discount, rebate, commission or
refund for the purpose of securing this adve1tisement for publication in
the said newspaper.

Sworn to me and subscribed before me 10/10/2019.

a-u..l,._j
NOTARY PUBLIC, STATE OF FLORID

3SlS US HWY 17 Suite A, Fleming Island FL 32003
Telephone (904) 264-3200 - FAX (904) 264-3285
E-Mail  ; Christie@opcfla.com

ofl	10/1/2019, 2:11 PM

3513 U.S. Hwy. 17 • Flemrg ! and, FL 32003
Phone: (904) 264-3200

Rm'®der

1102A1ANorth, I.xiii108 • Ponte VeoraBeach, FL 320B2 Frnne: (904) 285-8831

Advertising Invoice
f

PINE RIDGE PLANTATION C.D.D. 475 W TOWN PL# 114
SAINT AUGUSTINE, FL 32092

Cust#:502790	--
Ad#:304512 Phone#:904-001-0001
Date:10/01/2019

Salesperson: Clay Legals	Classificatio n: Legal Notice	Ad Size: 1.0 x 11.60
Advertisement Information:

[.__ _ .	D scriptio

_ _ _J I	Start	I	Stop	IL.In  . ..JL... Cost/Day	IL..	

Total	. ..J

!clay Today	 	 _

__    J  l_1  0/17/201_9_Jl_l 0/17/2019ll..... ...1   JI._ 	15  .:6. Q       J _ .

_156.60  _      j

Payment Information:

Date: 10/01/2019

Order#
304512

Type
BILLED ACCOUNT

Total Amount: 156.60
Tax:	0.00
Amount Due:	156.60
Attention: Requests for credits or refunds for early cancellation s must be made within 90 days.

Ad Copy

I

E C E IV En
OCT 2 I 2019
'	y

B·Y - - - - - -·

about:blank

PUBLISHER AFFIDAVIT
CLAYTODAY

Published Weekly Orange Park, Florida

STATE OF FLORIDA COUNTY OF CLAY:

Before the undersigned authority personally appeared Jon Cantrell, who on oath says that he is the publisher of the
"Clay Today" a newspaper published weekly at Orange Park in Clay County, Florida; that the attached copy of advertisement being a

NOTICE OF RULEMAKING

in the matter of

RULES OF PROCEDURE

LEGAL: 44993	ORDER: 304512	

was published in said newspaper in the issues:
10/17/2019

Affiant further says that said "Clay Today" is a newspaper published
at Orange Park, in said Clay County, Florida, and that the said newspaper has heretofore been continuously published in said Clay County, Florida, weekly, and has been entered as Periodical material matter at the post office in Orange Park, in said Clay County, Florida, for period of one year next proceeding the first publication of the attached copy of
advertisement; and affiant further says that he has neither paid nor promised any person, firm or corporation any discount, rebate, commission or
refund for the purpose of securing this advertisement for publication in
the said newspaper.

3515 US HWY 17 Suite A, Fleming Island FL 32003 Tulephone (904) 264-3200 - FAX (904) 264-3285

E-Mail; Christie@opct1a.com

ofl	10/1/2019, 2:25 PM

Down to Earth Jacksonville Branch
2701 Maitland Center Pkwy. Suite200
Maitland FL 32751
(321) 263-2700

Il□V\JN TO

EARTH
l,ANIJSCI\.Pla l} IRRIGATION

October 2019
Invoice #47473

PINE RIDGE CDD C/OGMS
4200 PINE RIDGE PLANTATION MILDDLEBURG Fl 32068

PINE RIDGE CDD
C/0  GMS
4200 PINE RIDGE PLANTATION
'M-ILDD-LE-U·RG F-L 32068 	'

l 	

'Monthly Ma;ntenance

D:,script n; Current month lan<!scape maintenance

-----·

$7,160.00

$0.00

$7,160.00

In order to better serve om clients, we rnquest that all payment for services to be mailed directly to the Down to Earth ,.Jacksonville Brnnch Headquarters.

Please reference the address directly on the- top left of this invoice. Thank You. Payment terms are net 30 days, with late payments subject to a 18% per annum interest rate applied daily on the overdue balance. A processing fee of 2.75% will be added to all credit card payments.

IE U \YI lefm
W}	OCT 1 8 2019	till
By

{1./1(- /5/vJ5
;, 3'ao S-3 voo . <ll	ceJcJ
t_,._Jcc,yc	,Aa.t,,,/..	V, /3'/@

1 of 1

Pirie Ridge COO	October a, 2019		
GMS-SF, LLC	Project No:	03136.08000	
5385 N Nob Hill Road	Invoice No:	0191903	
Sunrise, FL 33351			

Project	03136.08000	Pine Ridge Cdd- Completion Report
Professional Services rendered through September 30. 2019 Professional Personnel

Principal -Vice President

Hours

Rate

Amount

Ma, Ka Tai	9/21/2019	.50 ·	245.00	122.50		
CADD/GIS Technician						
Sims, Stephen	8/31/2019	3.00	120.00	360.00		
Totals		3.50		482.50		
Total Labor					482.50	

Invoice Total this Period

By

v i	®
/,   3 l1J I	57,.3

Encaland·Th &ffiiller,lnc.
EIIG!lmS•l'Ul;NDl:l•SIJIWFIORl•SS•lNllSC.ftMllUl!Cm
14ma.!ll l'od• !ltllitmll•IIIIIN-•lu-..W
-l.	m1t

$482.50

JI I

Allways Improving LLC dba Fitness Pro 1400 Village Square Blvd J/3-293 Tallahassee, Fl 32312
(B50) 523-8882
admin@wearefltnesspro.com http://www.wearefitnesspro.com
i i'w1. 10
: Maria Cranford

Invoice

:;BH· ff)
i"Maria Cranford

1400 Vlllogo Sq_ua1< 03.2,:1 lalkrhaue.,. fl 3Ul2 Ol0•523-

Pine Ridge Plantation Amenity Center Pine Ridge Plantation Amenity Center
_ 4200 Pine Ridge Parkway
: Middleburg, _Fl_ 32068

! Pine Ridge Plantation Amenity Center

: Pine Ridge Plantation Amenity Center

. 4200 Pine Ridge Parkway
;_Middleburg, FL 32068

20975	10/16/2019	$600.00

: i ,1_11: ! 1f·:1 I'
'. 10/26/2019

· Due 1O days from receipt

i·Hnl1"i'.\U1

PLEASE DETACH TOP PORTION AND RETURN WITI-1 YOUR PAYMENT.

- I lt\ ! >-

10/15/2019

10/16/2019

PM
Oct 15, 2019: Preventative Maintenance: Cleaned, Lubed, Calibrated, Inspected
and Tested. Found speed up button on treadmill needs replaced. Invoiced for Jan,Apr,July,Oct 2020
SERVICE REQUEST 25242 - OCT QUARTERLY PM
BALANCE DUE

1	600.00

$600.00

c,4	0 /rr{ ;-
1?<-p1e. ." /' .S	tf-   /°Z'y.;>/4Ct"l-""l <!...-f1'
I.	336.  5"1?0CJ.  y(p;or:)

www.litnilssproinc.com

f fiD lE@ lE fl W rE@
Wl	OCT  I 8 2019	,
By

-·  \,
.:         •,    J_

Jeff Anderson

2744 Semi11ole Village Dr.	 	
Middleburg, FL 32068
(904) 219-4983

INVOICE DATE DATE: 10/06/1.019

ro:
PINE RIDGE PLANTATION 4200 PINE RIDGE PARl<WAY MIDDLE8URG,FL32068

FOR:
joliver@gmsnf.com
prmgr@riversidemqtsvc.com

DATE WORKED	
DESCRIPTION	TIME
IN/OUT	
HOURS	
RATE	
AMOUNT	
10/06/19	Neighborhood, Pool and Clubhouse patrol and security	1800-2200	4.0	$30,00	$:1,20.00	

						

						

						

						

						
DEPUTY SIGNATURE:	TOTAl	120.00	

Make all checks payable to Jeff Anderson

Thank you for your business!

R&D Landscaping & Irrigation 8850 Corporate Square Court Jacksonville, FL 32216
(904) 737-9733

n

LANDSCA PE & IRRIGATION

February 2019
Invoice #27491

PINE RIDGE COD C/OGMS
4200 PINE RIDGE PLANTATION MILDDLEBURG FL 32068
United States

PINE RIDGE COD
C/OGMS
4200 PINE RIDGE PLANTATION MILDDLEBURG FL 32068
United States

Landscape Enhancement
Description: Trimmed up oak trees around lights at the amenity center and removed (1) broken, dead oak tree in backyard along the preserve .	
1	
$840.00	
$840.00	

$840.00

$0.00

$840.00

Please Remit Payments To:
SSS R&D OPCO LLC (Oh)
7887 Safeguard Circle Valley View, OH 44125

Payment terms are net 30 days, with late payments subject to a 18% per annum interest rate applied dally on the overdue balance.

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Questions on this invoice call: (866) 470-7133 Option 2

START STOP	L!.!l  NEWSPAPER	l.!!I  BILLED   lE.l TIMES   l!!l	I!!!
REFERENCE	OESCRIPTION	PRODUCT	SAU SIZE	UNITS	RUN	RATE	
AMOUNT	
09/01	Balance Forward

PREVIOUS AMOUNT OWED:	$579.05
NEW CHARGES THIS PERIOD:	$0.00
CASH THIS PERIOD:	$0.00
DEBIT ADJUSTMENTS THIS PERIOD:	$0.00
CREDIT ADJUSTMENTS THIS PERIOD:	$0.00
We appreciate your business.
So that we may serve you belier, please remit the amount due. New business is dependent on prompt payments. Please include the remittance stub and input your account number on your check. Thank you.

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INVOICE AND STATEMENT OF ACCOUNT

AGIIIG OF PAST GUE ACCOUNTS

UNAPPLIED AMOUNTS ARt: INCLUDED IN TOTAL AMOUNT DUE

211	CURREIIT NET AMOUNT	»I	:WDAYS	I	600AYS	I	OVERHDAVS	I	• UNAPPUED AMOUNT	I»I TOTAL AMOUNT	DUE	
$0.00		$579.05	I	$ 0.00	I	$ 0.00	I	$0 .00	I	$579 .05	
SALES REP/PHONE#	251			ADVEIITISER lNfORMATIOJf			
Brenda Ramirez
904-359-4607	,1	l\llUNG PERIOD	I• I	BILLEDACCDUITT HUMBER	1,1 ADVERTISEl'JCIJENT M'JMBER	1,1	ADVERTISER/CLIENTNIIME	
		09/02/2019- 09/29/2019 I	35422	I	35422	I	PINE RDGE PLANTATION	

MAKE CHECKS PAYABLE TO

The Florida Times Union·

The Florida Times Union Dept 1261
PO Box 121261
Dallas, TX 75312-1261

Payment is due upon receipt.

PLEASE DETACH AND RETURN LOWER PORTION WITH YOUR REMITTANCE

	, 1	IIIWNO PERIOD	,1	AOVERTISEWCUENTNAME	
	09/02/2019 - 09/29/2019	PINE RDGE PLANTATION	
COMPANY	»I	TOTAL AMOUNT DUE	IJNAPPUED AMO	UNT	I , I	TERMS OF PAYMENT	
JV5	$579.05	$0.00	I	NET 15 DAYS	
,,1	CURRENT NET AMOUNT	1221		30DAYS	I	4D DAVB	I	OVER900 'VS	
	$0. 0	I		$579.05	I	$0.00	I	$0.00	
I	PAGE# I• I BIUJNG DATE	1 • I	BILLED ACCOUNT NUMSER 1,1	AOVERllSER/CLIENT NUMBER I 24 STATI:MENTNUMBER	
	I 09/29/2019	I	35422	I	35422	I	

<the ]Florida Uin1e5 »nion
jacksonville.com
The Florida Times Union 1261 PO Box 121261
Dallas, TX 75312-1261
ADVERTISING INVOICE and STATEMENT
BUING ACCOUNT NAME:AIID ADDRESS	REMITTANCE AODRESS

PINE RDGE PLANTATION
475 W TOWN PL STE 114
SAINT AUGUSTINE FL 32092-3649
,1111.11•11hM1•11111 1!1111'11111.11, I,1l111 111111111ii11111hI

The Florida Times Union Dept 1261
PO Box 121261
Danas, TX 75312-1261

THE FLORIDA TIMES-UNION

Jacksonville, FL Affidavit of Publication Florida Times-Union .

-···-·····-···------
PINE RJDGE PLANTATION
475 WEST TOWN PLACE STE 114 SAINT AUGUS11NE, FL 32092

ACCT#: 35422
AD#: 3207484

State of Florida County of St. Johns

Before the undersigned authority personally appeared Brenda Ramirez who on oath says she is a Legal Advertising Representative of The Florida Times-Union, a daily newspaper published in Jacksonville in St Johns County, Florida; that the attached copy of advertisement is a legal ad published in The Florida Times-Union.
Affiant further says th.at The Florida Times-Union
is a newspaper published in Jacksonville, in St. Jolms,   Florida,   and  that   the   newspaper  has
heretofore been continuously published in St. Johns County, Florida each day, has been entered as second class mail. matter at the post office in Jacksonville, in St. Johns County, Florida for a period of one year proceeding the first publication of the attached copy of advertisement; and affiant further says that he/she has neither paid nor promised any person, firm or corporation any discount, rebate, commission, or refund for the pw:pose of securing this advertisement for p11blication in said newspaper.

PUBLISHED  ON: 8/30/2019

FILED ON: 8/19/2019

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........................... --·-----·--------------------------- --
Name: Brenda Ramirez Title: Legal Ad.vertising Represe'ntative

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Ju testimony whereof:1 have hereunto set my hand and affixed my official Seal, the day and year aforesaid.

NOTARY:

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.s;, V"•,,, JULIE FOWLER KANNER

J    StBleotFlorida-Notary Public

s.;	;	Commission# GG 249492

-,, .,.,.a,, $' My Commission Expires

,,,,,,,.,,	September 24, 2022

Live Sweet By Ashley
Ashley Schafer
1619 Night Owl Trail Middleburg, FL, 32068-9084 USA

Bill To

Pine Ridge Amenity Center

INVOICE

Halloween Cookies - 4 Designs - Individually wrapped

300

3	900,00

Subtotal	900.00

Discount {-20.0%)	-180.00

Notes
It's a pleasure doing business with you!

Total

$720.00

Invoice#	111234	
Invoice Date	10.08.19	
Due Date	10.11.19	

Terms & Conditions
Total must be paid in full

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