PINE RIDGE PLANTATION
Community Development District
January 16, 2024

AGENDA

January 9, 2024

Pine Ridge Plantation Community Development District
475 West Town Place
Suite 114 St. Augustine, Florida 32092
District Website: www.pineridgeplantationcdd.com

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, January 16, 2024 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

Public Comments (Regarding Agenda Items Listed Below)

Series 2020 Project:
Warranty Repairs for Courts

Consideration of Proposals to Prepare a Capital Reserve Study

Consideration of RFQ Responses for Engineer Services

Staff Reports
Attorney

District Manager

Engineer

Amenity & Operations Manager
Landscape Quality Inspection Report

Report

Public Comments / Supervisor’s Requests

Approval of Consent Agenda
Approval of the Minutes of the November 21, 2023 Meeting

Balance Sheet and Statement of Revenues & Expenditures for the Period Ending December 31, 2023

Assessment Receipts Schedule

Approval of Check Register

Next Scheduled Meeting – 03/19/24 @ 6:00 p.m. at the Pine Ridge Plantation Amenity Center

Adjournment

FOURTH ORDER OF BUSINESS

November 24, 2023

Ms. Marilee Giles District Manager
Governmental Management Services 475 West Town Place, Suite 114
St. Augustine, FL 32092

Re: Level II Reserve Study Update for Pine Ridge Plantation CDD Dear Ms. Giles:
Thank you for the opportunity to submit a Reserve Study Update with Site Visit proposal for your District. We only update Reserve Studies that we have initially performed to ensure accuracy and consistency in our work product. We store your project in our electronic database which provides quick access to begin your update therefore reducing time and cost.

All work is completed or supervised by Reserve Analyst who have been awarded professional certifications of Certified Construction Inspector (CCI), Professional Reserve Analyst (PRA) and Reserve Specialist (RS) signifying broad experience with successful results. Your reserve study is completed following guidelines for Reserve Studies established by the Association of Professional Reserve Analysts (APRA) and the Community Associations Institute (CAI).

Best Regards,

Charles R. Sheppard RS PRA CCI
President & Reserve Analyst

Community Advisors, LLC - 10459 Hunters Creek Court - Jacksonville Florida 32256 - (904) 303-3275

Scope of Work for The District

What is Included in

Limited to component inventory established in previous reserve study dated November 12, 2014, prepared by Community Advisors. Components added since our initial site visit may cause additional cost depending on the quantity. Photos only included for new components. Report will be updated for component remaining life, replacement cost and funding plan generated.
One revision with limited adjustments is included for your report after your review within 90 days of issue. Additional revisions are invoiced at $350.00 per issue. One site visit with meeting is included.

Physical Analysis

Terms of Service

The site visit includes meeting with your representative to discuss any maintenance or operational concerns. We observe major components to determine quantity, age, condition and remaining useful life. Quantities are determined by field measurement and internet measurement tools or aerial measurement services.
Building walls, trim and other features are observed from ground level. Flat roofs are observed only if safe fixed ladder access is available. Pitched roofs are observed from ground level. Building Systems are not operated.
Upon completion of the site visit, an inventory of major components is established which includes quantity, replacement cost and remaining useful life. We recommend you review this information and provide historical cost and previous replacement time for any components.
Financial Analysis
A review of your current funding plan is completed to determine fund status and performance. We provide a funding plan using the Cash Flow Method (pooled cash) with a funding goal of adequate funding which keeps reserves above a percent funded or balance threshold level. If component funding (line item) is used, then full funding is the funding goal.
Your Reserve Study Includes
Executive summary with current funding status, fund balances and assumptions.
Cash Flow with 30-year cash flow projection or Component Funding Projection year one only.
Inventory of major components with replacement cost, useful and remaining life projections.
Various charts and photographs of major components.
Completed Report is sent via email in a PDF file. Printed & bound copies available at additional cost. Payment Agreement & Terms
To maintain excellent customer service and requested delivery schedules we ask that your acceptance of this proposal is made within 30 days. Signed proposals received after 30 days are subject to revision of delivery time and cost. If indicated a deposit fee may be required with signed agreement to place your project in our production schedule and begin your study. A progress payment may be requested upon completion of site visit depending on the size of the project. Remaining fee is due upon receipt of the preliminary report. Payments not received 30 days after invoice date are assessed a 1.5% late fee per month. After 90 days past, due payments will be subject to addition charges for collection including attorney fees and other reasonable cost incurred by Community Advisors, LLC. Returned checks will be invoiced at $25.00 each.

Our financial analysis is based on information provided by this client which we assume is accurate. Your report is a guide to be used for future capital component replacement planning, not a complete property inspection
analysis. This agreement for consulting services is accepted this date:

Professional Fee: $2,800.00

Deposit Required: -0-

Proposal is valid through 1st Quarter 2024.
Authorized Signature: 	Title: 	

Printed Name: 	Date: 	

Partial Client List
Community Development Districts
Tolomato, (Nocatee) Amelia Concourse Tisons Landing Amelia Walk
South Village Sampson Creek Middle Village Ridgewood Trails Glen St. Johns Bartram Springs Rivers Edge Aberdeen
Durbin Crossing St. Johns Forrest Dunes Utility Double Branch Pine Ridge Brandy Creek Turnbull Creek Arlington Ridge Magnolia West Trails Southaven Madeira
Beach Armstrong

Communities
Hammock Dunes Communities Queens Harbour - Jacksonville, FL The Georgia Club - Statham, GA Corolla Light POA - Corolla, NC The Landings - Skidaway Island, GA
Beresford Hall Assembly - North Charleston, SC Cumberland Harbour - St. Mary’s, GA
Villas of Nocatee - Jacksonville, Fl Vizcaya HOA - Jacksonville, FL Cimarrone POA - St. Johns, FL
Deercreek Country Club Owners Association - Jacksonville, FL Deerwood Country Club - Jacksonville, FL
Coastal Oaks - Ponte Vedra, FL
Preserve at Summer Beach - Fernandina Beach, FL Amelia Park Neighborhood - Fernandina Beach, FL Amelia Oaks - Fernandina Beach, FL
Coastal Oaks Amelia - Fernandina Beach, FL Oyster Bay POA - Fernandina, FL
Oyster Bay Yacht Club - Fernandina, FL Ocean Breeze HOA - Fernandina Beach, FL
The Enclave at Summer Beach - Fernandina Beach, FL RiverPlace at Summer Beach - Fernandina Beach, FL Amelia National - Fernandina, FL

Condominiums
Carlton Dunes - Amelia Island, FL Spyglass Villas - Amelia Island, FL Ocean Club Villas - Amelia Island, FL
Sand Dollar Condominium - Amelia Island, FL Captain’s Court - Amelia Island, FL
Dunes Club Villas - Amelia Island, FL Villas at Summer Beach - Amelia Island, Fl Beachwood Villas - Amelia Island, FL Coastal Cottages - Amelia Island, FL Harrison Cove - Amelia Island, FL
Marina San Pablo - Jacksonville, FL Laterra at World Golf - St. Augustine, FL Cumberland On Church - Nashville, TN Surf Club III - Palm Coast, FL
The Peninsula - Jacksonville, FL
The Plaza at Berkman Plaza - Jacksonville, FL 1661 Riverside - Jacksonville, FL
Seascape - Jacksonville Beach, FL
Southshore Condominium - Jacksonville Beach, FL Ocean Villas at Serenata Beach - St. Augustine, FL Watermark - Jacksonville Beach, FL
Oceanic Condominium - Jacksonville Beach, FL Ocean 14 Condominium - Jacksonville Beach, FL Serena Point Condominium - Jacksonville Beach, FL Oceania Condominium - Jacksonville Beach, FL

Active Adult Communities
Del Webb Ponte Vedra - Ponte Vedra, FL Stone Creek by Del Webb - Ocala, FL Villages of Seloy - St. Augustine, FL
Cascades at World Golf Village - St. Augustine, FL The Haven at New Riverside – Bluffton, SC Artisan Lakes – Jacksonville, FL

Religious/Schools
St. Mark’s Episcopal Church - Brunswick, GA Memorial Presbyterian - St. Augustine, FL Grace Mem. Presbyterian - St. Augustine, FL Trinity Episcopal Church - St. Augustine, FL St. Mark’s Towers - Brunswick, GA
Isle of Faith Methodist - Jacksonville, FL Deermeadows Baptist - Jacksonville, FL Frederica Academy - St. Simons Island, GA Fishburne Military School - Waynesboro, VA The Greenwood School - Jacksonville, FL

Reserve Analyst & Inspector’s Credentials
Charles R. Sheppard RS PRA CCI
Charlie Sheppard is the owner and President of Community Advisors which provides capital reserve analysis, consulting services, commercial inspections and project management for community associations, private clubs, churches, schools and other entities.
He has over 30 years of experience in real estate development, property operation, commercial property inspections and construction management. He has participated on the development team for large planned unit developments and mid-rise office building parks. He has also worked for many years as commercial construction manager for a wide range of structures including medical facilities, office buildings, churches, restaurants, clubhouses, infrastructure installation and remodeling and repositioning of properties to match market conditions.
Areas of expertise include mechanical and electrical systems, energy management systems, life safety systems, plumbing systems, building envelope and roof components. Horizontal improvement experience include marine structures, street and site concrete construction, utilities, site work and landscaping improvements.
Inspection projects include: High rise office and residential buildings, restaurants, industrial properties, churches, private schools, private clubs, marinas, medical facilities, warehouse and industrial properties, water treatment facilities and residential properties.
Charlie is a regular speaker at CAI events, teaches continuing education classes and enjoys attending Board of Director meetings to share the benefits of Reserve Planning. He has also published articles on Capital Reserve Analysis and Construction Management.
Education - Virginia Polytechnic Institute & State University - BS
License -	Certified General Contractor, Certified Home Inspector - Florida
Professional Designations & Memberships
Certified Construction Inspector, (CCI) Association of Construction Inspectors Professional Reserve Analyst, (PRA) Association of Professional Reserve Analyst APRA Reserve Specialist, (RS) Community Associations Institute CAI

Property Wellness
Reserve Study Program Proposal Level I Reserve Study
Pine Ridge Plantation Community Development District
Middleburg, FL

Reserve Advisors, LLC
201 E. Kennedy Boulevard, Suite 1150
Tampa, FL 33602
(800) 980-9881
reserveadvisors.com

Reserve Advisors
Your Property Wellness Consultants

Our Property Wellness Reserve Study Program
Your home is the most expensive personal property you will ever own. The responsibility for preserving its value reaches beyond your home to include the spaces you share with your neighbors. Structures, systems, streets and amenities must be maintained to protect the value of your investment. But the required responsibility often stretches beyond individual knowledge and expertise. That’s why associations turn to Reserve Advisors. As your property wellness consultants, our reserve study helps associations understand their assets, expected lifespans, and both the budgets and maintenance needed to keep them in great working order.

A Proactive Property Wellness Program
Our engineers provide a thorough evaluation of your property and shared assets, and create a strong, informed plan to maximize your community’s physical and financial wellness for the long haul. Because proactive care ensures that your shared property is cared for the way you would care for your home. We have been helping communities thrive for over 30 years. But the job we are obsessed with is making sure you and your neighbors have what you need to protect your property today, and prevent costly and avoidable repairs tomorrow. It is the best way to care for the place that makes you feel welcome, safe, secure and proud.

Helping Communities Thrive for Over 30 Years

Reserve Advisors has prepared over 29,000 reserve studies for common interest realty associations nationwide. Our service area is one of the largest in the industry.

Through the leadership of our founders, John Poehlmann and Theodore Salgado, we helped pioneer the standards that all reserve study providers are measured by today. This success comes from our independence, extensive knowledge and experience. We pride ourselves on delivering unbiased recommendations that give community associations the plans they need to ensure the future well-being of their property.

Local Conditions
Drawing upon our broad national experience, we recognize the profound impact local conditions have on the wear and tear of common property and subsequent replacement needs.

Local Costs
Our exclusive database of client project costs grants you real-time access to localized pricing, ensuring that your reserve study projections are not reliant on standardized costs.

Level I Full Reserve Study

We are proposing a Level I Full Reserve Study. This service involves developing a component list and quantification of each item - a crucial aspect often overlooked by unqualified providers. This service is suitable for communities that have never undergone a reserve study, as well as those contemplating a change in reserve study providers. Conducting a Level I Reserve Study allows us to not only verify the accuracy of the component inventory and related quantities/measurements with certainty - the foundation of any reserve study - but to also present capital planning recommendations with unwavering confidence.

Property Wellness Reserve Study Program - Level I

Reserve Advisors will perform a Level I Reserve Study in accordance with Community Associations Institute (CAI) National Reserve Study Standards. Your reserve study is comprised of the following:
Physical Analysis: The reserve study consultant will develop a detailed list of reserve components, also known as a component inventory, and related quantities for each. We will complete a condition assessment or physical evaluation for each reserve component and the current condition of each will be documented with photographs. Life and cost estimates will be performed to determine estimated useful lives, remaining useful lives and current cost of repair or replacement.

Financial Analysis: The reserve study consultant will identify the current reserve fund status in terms of cash value and prepare a customized funding plan. The funding plan outlines recommended annual reserve contributions to offset the future cost of capital projects over the next 30 years.

Property Description
Pine Ridge Plantation Community Development District comprises 737 units within 1 buildings. We've identified and will include the following reserve components:

Plumbing and Mechanical Systems, HVAC Systems, Electrical Systems, Fitness Room(s), Meeting Room(s), Clubhouse(s), Sport Court(s), Pond(s), Playground(s), Pool(s), Pool House(s), Streets and Curbs, Access Drives, Parking Areas and/or Driveways, Sidewalks, Fences, Gates, Monuments, Wood Pergolas, Dumpster Area, Pool Slide Tower, Wood Benches, Handicap Lift, Access Control System, Security Camera System, Trail, Shade Structures, CH: Rest Rooms, Locker Rooms, Childrens Activity Room, Office,, and other property specifically identified that you’d like us to include.

Scope of work includes all property owned-in-common as defined in your association’s declaration and other property specifically identified that you’d like us to include.

Key Elements of Your Level I
Property Wellness Reserve Study Program

Reserve Advisors' Exclusive Tools
Reserve Advisors’ exclusive tools allow you to make informed decisions to maintain your association’s long- term physical and financial health.

Reserve Expenditures
View your community’s entire schedule of prioritized expenditures for the next 30-years on one easy-to read spreadsheet.

Funding Plan
Establishes the most stable and equitable recommended annual reserve contributions necessary to meet your future project needs.

Reserve Funding Graph
Highlights your community’s current financial health and provides visibility to your projected cash flow over the next 30 years.

Component Specific Details
Including photographic documentation of conditions, project specific best practices outlining the scope of future projects, and preventative maintenance activities to maximize component useful lives.

Excel Spreadsheets
Empowering you to make more informed decisions by adjusting project schedules, future costs, and annual contributions in real time.

Our 100% Assurance Guarantee

We’re so confident of your satisfaction, we give you a 100% Assurance Guarantee. If you do not understand our findings and recommendations, just contact us. Our team will do whatever it takes to ensure you have complete confidence in interpreting the results and applying the recommendations outlined in your reserve study.

We understand your property is your biggest investment. Here’s why our solution is the best solution for your community:

Full Engagement
It’s our job to understand your specific concerns and to discuss your priorities in order to ensure your reserve study experience exceeds expectations.

Detailed Understanding
We will do whatever it takes to ensure you have complete confidence in interpreting and putting into practice our findings and recommendations.

Ongoing Support
Unlike other firms, we provide current and future boards with additional insight, availability to answer questions and guidance well beyond report delivery.

The Time to Protect Your Property's Long-Term Health is Now
This proposal, dated 11 / 30 / 2023, for a Level I Property Wellness Reserve Study, is valid for 90 days.

To Start Your Property Wellness Level I Reserve Study Program Today:
Select the service options below to confirm scope of engagement

Service	Price	
Reserve Study (Level I)
This service includes a pre-project meeting to discuss your unique needs and priorities with our engineer. You'll receive: 1) a PDF report with 30-year expenditure and funding plan tables, 2) Excel spreadsheet with formulas, and 3) Complimentary support with implementation of your study and ongoing guidance.	$8,250.00	
Optional Items - Check to Authorize	
Total	$8,250.00

E-sign below

Signature:

Name:

For: Pine Ridge Plantation Community Development District

Title: Date:

Pay $4,125.00
Retainer via mail or ACH

Mailing Address Reserve Advisors, LLC 735 N. Water Street, Suite
175
Milwaukee, WI 53202

ACH
Checking Account Number: 151391168
Routing Number: 075905787
Financial Institution: First Business Bank
17335 Golf Parkway, Suite 150 | Brookfield, WI 53045

You will receive your electronic report approximately four (4) weeks after our inspection, based on timely receipt of all necessary information from you. Authorization to inspection time varies depending on demand for our services. This proposal, dated 11 / 30 / 2023, is valid for 90 days, and may be executed and delivered by facsimile, portable document format (.pdf) or other electronic signature pages, and in any number of counterparts, which taken together shall be deemed one and the same instrument. One complimentary hard copy report is available upon request.

Professional Service Conditions
Our Services - Reserve Advisors, LLC (“RA” or “us” or “we”) performs its services as an independent contractor in accordance with our professional practice standards and its compensation is not contingent upon our conclusions. The purpose of our reserve study is to provide a budget planning tool that identifies the current status of the reserve fund, and an opinion recommending an annual funding plan, to create reserves for anticipated future replacement expenditures of the subject property. The purpose of our energy benchmarking services is to track, collect and summarize the subject property’s energy consumption over time for your use in comparison with other buildings of similar size and establishing a performance baseline for your planning of long-term energy efficiency goals.

Our inspection and analysis of the subject property is limited to visual observations, is noninvasive and is not meant to nor does it include investigation into statutory, regulatory or code compliance. RA inspects sloped roofs from the ground and inspects flat roofs where safe access (stairs or ladder permanently attached to the structure) is available. Our energy benchmarking services with respect to the subject property is limited to collecting energy and utility data and summarizing such data in the form of an Energy Star Portfolio Manager Report or any other similar report, and hereby expressly excludes any recommendations with respect to the results of such energy benchmarking services or the accuracy of the energy information obtained from utility companies and other third-party sources with respect to the subject property. The reserve report and any energy benchmarking report (i.e., any Energy Star Portfolio Manager Report) (including any subsequent revisions thereto pursuant to the terms hereof, collectively, the “Report”) are based upon a “snapshot in time” at the moment of inspection. RA may note visible physical defects in the Report. The inspection is made by employees generally familiar with real estate and building construction. Except to the extent readily apparent to RA, RA cannot and shall not opine on the structural integrity of or other physical defects in the property under any circumstances. Without limitation to the foregoing, RA cannot and shall not opine on, nor is RA responsible for, the property’s conformity to specific governmental code requirements for fire, building, earthquake, occupancy or otherwise.

RA is not responsible for conditions that have changed between the time of inspection and the issuance of the Report. RA does not provide invasive testing on any mechanical systems that provide energy to the property, nor can RA opine on any system components that are not easily accessible during the inspection. RA does not investigate, nor assume any responsibility for any existence or impact of any hazardous materials, such as asbestos, urea-formaldehyde foam insulation, other chemicals, toxic wastes, environmental mold or other potentially hazardous materials or structural defects that are latent or hidden defects which may or may not be present on or within the property. RA does not make any soil analysis or geological study as part of its services, nor does RA investigate vapor, water, oil, gas, coal, or other subsurface mineral and use rights or such hidden conditions, and RA assumes no responsibility for any such conditions. The Report contains opinions of estimated replacement costs or deferred maintenance expenses and remaining useful lives, which are neither a guarantee of the actual costs or expenses of replacement or deferred maintenance nor a guarantee of remaining useful lives of any property element.

RA assumes, without independent verification, the accuracy of all data provided to it. Except to the extent resulting from RA’s willful misconduct in connection with the performance of its obligations under this agreement, you agree to indemnify, defend, and hold RA and its affiliates, officers, managers, employees, agents, successors and assigns (each, an “RA Party”) harmless from and against (and promptly reimburse each RA Party for) any and all losses, claims, actions, demands, judgments, orders, damages, expenses or liabilities, including, without limitation, reasonable attorneys' fees, asserted against or to which any RA Party may become subject in connection with this engagement, including, without limitation, as a result of any false, misleading or incomplete information which RA relied upon that was supplied by you or others under your direction, or which may result from any improper use or reliance on the Report by you or third parties under your control or direction or to whom you provided the Report. NOTWITHSTANDING ANY OTHER PROVISION HEREIN TO THE CONTRARY, THE AGGREGATE LIABILITY (IF ANY) OF RA WITH RESPECT TO THIS AGREEMENT AND RA’S OBLIGATIONS HEREUNDER IS LIMITED TO THE AMOUNT OF THE FEES ACTUALLY RECEIVED BY RA FROM YOU FOR THE SERVICES AND REPORT PERFORMED BY RA UNDER THIS AGREEMENT, WHETHER ARISING IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHERWISE. YOUR REMEDIES SET FORTH HEREIN ARE EXCLUSIVE AND ARE YOUR SOLE REMEDIES FOR ANY FAILURE OF RA TO COMPLY WITH ITS OBLIGATIONS HEREUNDER OR OTHERWISE. RA SHALL NOT BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL, PUNITIVE OR EXEMPLARY DAMAGES OF ANY KIND, INCLUDING, BUT NOT LIMITED TO, ANY LOST PROFITS AND LOST SAVINGS, LOSS OF USE OR INTERRUPTION OF BUSINESS, HOWEVER CAUSED, WHETHER ARISING IN CONTRACT, TORT (INCLUDING NEGLIGENCE), BREACH OF WARRANTY, STRICT LIABILITY OR OTHERWISE, EVEN IF RA HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT WILL RA BE LIABLE FOR THE COST OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES. RA DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES WHATSOEVER, EXPRESS OR IMPLIED OR OF ANY NATURE, WITH REGARD TO THE SERVICES AND THE REPORT, INCLUDING, WITHOUT LIMITATION, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

Professional Service Conditions - Continued
Report - RA will complete the services in accordance with the Proposal. The Report represents a valid opinion of RA’s findings and recommendations with respect to the reserve study and is deemed complete. RA will consider any additional information made available to RA within 6 months of issuing the Report and issue a revised Report based on such additional information if a timely request for a revised Report is made by you. RA retains the right to withhold a revised Report if payment for services was not tendered in a timely manner. All information received by RA and all files, work papers or documents developed by RA during the course of the engagement shall remain the property of RA and may be used for whatever purpose it sees fit. RA reserves the right to, and you acknowledge and agree that RA may, use any data provided by you in connection with the services, or gathered as a result of providing such services, including in connection with creating and issuing any Report, in a de-identified and aggregated form for RA’s business purposes.

Your Obligations - You agree to provide us access to the subject property for an on-site visual inspection. You agree to provide RA all available, historical and budgetary information, the governing documents, and other information that we request and deem necessary to complete the Report. Additionally, you agree to provide historical replacement schedules, utility bills and historical energy usage files that RA requests and deems necessary to complete the energy benchmarking services, and you agree to provide any utility release(s) reasonably requested by RA permitting RA to obtain any such data and/or information from any utility representative or other third party. You agree to pay actual attorneys’ fees and any other costs incurred to collect on any unpaid balance for RA’s services.

Use of Our Report - Use of the Report is limited to only the purpose stated herein. You acknowledge that RA is the exclusive owner of all intellectual property rights in and relating to the Report. You hereby acknowledge that any use or reliance by you on the Report for any unauthorized purpose is at your own risk and that you will be liable for the consequences of any unauthorized use or distribution of the Report. Use or possession of the Report by any unauthorized third party is prohibited. The Report in whole or in part is not and cannot be used as a design specification for design engineering purposes or as an appraisal. You may show the Report in its entirety to the following third parties: members of your organization (including your directors, officers, tenants and prospective purchasers), your accountants, attorneys, financial institutions and property managers who need to review the information contained herein, and any other third party who has a right to inspect the Report under applicable law including, but not limited, to any government entity or agency, or any utility companies. Without the written consent of RA, you shall not disclose the Report to any other third party. By engaging our services, you agree that the Report contains intellectual property developed (and owned solely) by RA and agree that you will not reproduce or distribute the Report to any party that conducts reserve studies or energy benchmarking services without the written consent of RA.

RA will include (and you hereby agree that RA may include) your name in our client lists. RA reserves the right to use (and you hereby agree that RA may use) property information to obtain estimates of replacement costs, useful life of property elements or otherwise as RA, in its sole discretion, deems appropriate.

Payment Terms, Due Dates and Interest Charges - If reserve study and energy benchmarking services are performed by RA, then the retainer payment is due upon execution of this agreement and prior to the inspection by RA, and any balance is due net 30 days from the Report shipment date. If only energy benchmarking services are performed by RA, then the retainer payment is due upon execution of this agreement and any balance is due net 30 days from the Report shipment date. In any case, any balance remaining 30 days after delivery of the Report shall accrue an interest charge of 1.5% per month. Unless this agreement is earlier terminated by RA in the event you breach or otherwise fail to comply with your obligations under this agreement, RA’s obligations under this agreement shall commence on the date you execute and deliver this agreement and terminate on the date that is 6 months from the date of delivery of the Report by RA. Notwithstanding anything herein to the contrary, each provision that by its context and nature should survive the expiration or early termination of this agreement shall so survive, including, without limitation, any provisions with respect to payment, intellectual property rights, limitations of liability and governing law.

Miscellaneous – Neither party shall be liable for any failures or delays in performance due to fire, flood, strike or other labor difficulty, act of God, act of any governmental authority, riot, embargo, fuel or energy shortage, pandemic, wrecks or delays in transportation, or due to any other cause beyond such party’s reasonable control; provided, however, that you shall not be relieved from your obligations to make any payment(s) to RA as and when due hereunder. In the event of a delay in performance due to any such cause, the time for completion or date of delivery will be extended by a period of time reasonably necessary to overcome the effect of such delay. You may not assign or otherwise transfer this agreement, in whole or in part, without the prior written consent of RA. RA may freely assign or otherwise transfer this agreement, in whole or in part, without your prior consent. This agreement shall be governed by the laws of the State of Wisconsin without regard to any principles of conflicts of law that would apply the laws of another jurisdiction. Any dispute with respect to this agreement shall be exclusively venued in Milwaukee County Circuit Court or in the United States District Court for the Eastern District of Wisconsin. Each party hereto agrees and hereby waives the right to a trial by jury in any action, proceeding or claim brought by or on behalf of the parties hereto with respect to any matter related to this agreement.

Your property’s future starts with
A Reserve Study Today.

We prepare conservative reserve studies so you can make informed decisions on setting aside the financial resources to maintain your property the way you want over time.

Reserve Study Proposal
Pine Ridge Plantation Community Development District November 11, 2023

Proposal Number: 23.11.22.871

More than $1,048,220,881 Funding Guidance Provided to Clients.

Condominiums, Townhomes, HOAs, CDDs, High-Rise Towers, Commercial, and Master Associations served.
Over a Decade of Combined Experience.

Table of Contents
ABOUT THE FIRM	1
FOUNDER AND SENIOR PERSONNEL	1
STAFF ASSIGNMENT	2
SCOPE OF SERVICES	2
Our Responsibilities	2
Levels of Service	2
Reporting Detail	4
Your Responsibility	4
Assumptions and Indemnification	4
Report	4
Retention and Propriety of Work Papers	4
Restricted Use of Our Report	5
Client Confidentiality	5
PROPOSED TIMELINE	5
PARTIAL CLIENT LIST	6
FEES AND BILLING	7
Billing and Payment Terms and Conditions	7
Fee Schedule Summary	8
Multiple Reports Needed	8
SUMMARY	9
Acceptance of Proposal	9

November 22, 2023 Pine Ridge Plantation Community Development District
C/O Marilee Giles, District Manager GMS, LLC
475 West Town Place, Suite 114 St. Augustine, FL 32092

Dear Ms. Giles:

We are pleased to submit this reserve study proposal for Pine Ridge Plantation Community Development District (the “Association”) to you.

ABOUT THE FIRM

Reserve Study Institute, LLC is a locally owned firm that provides reserve studies to condominium, homeowner, and townhome associations founded by Glenn Tyndall, CPA. Our goal is to conduct accurate and reliable physical and financial analyses for all our reserve studies. We also aim to be unique among reserve study companies in that we offer our clients detailed, customized reserve study reports with actionable items that can help reduce future construction project costs, improve maintenance programs to extend the useful life of assets, and suggest other solutions that will yield long-term cost savings for the Association. As a locally-owned company, we give back to the community – our philosophy is that we take care of our business and our families first, and after that we return a portion of our profit to the community in which we live and work. We work hard to try to identify charitable organizations and exceptional individuals who can use the funds we donate to them to have the most significant impact on North Florida community as well as on society in general. We provide reserve study services only; we are not licensed architects or engineers and we do not engage in design specification, design engineering services, or appraisal services.

FOUNDER AND SENIOR PERSONNEL

GLENN M. TYNDALL JR., CPA

MICHAEL H. RUSS JR.
Senior Reserve Study Analyst

Founder & CEO

STAFF ASSIGNMENT

If this bid for services is successful, the following individuals may be assigned to this engagement:

Founder:	Glenn Tyndall Jr., CPA
B.B.A, University of North Florida

Bio:	Mr. Tyndall founded Reserve Study Institute after working in public accounting for more than 15 years, which included over a decade as the principal of a CPA firm in which he provided clients with audit, tax, and consulting services. He has worked with community associations, non-profits, labor unions, trade associations, property and casualty insurers, real estate companies, and high net worth individuals. Mr. Tyndall also had a relationship with Watson Realty Corp. in which he provided residential and commercial real estate services to customers, where he applied his unique analytical skills in the real estate sales process by conducting detailed due diligence, identifying unpermitted work, unresolved code violations, EPA actions on properties, evaluating traffic counts, potential wetland issues, and navigated a variety of transactions such as owner-financing and SBA-financed transactions.

In Charge:	Michael H. Russ Jr.
Economics, Florida State College

Bio:	Mr. Russ began consulting with Reserve Study Institute, LLC after experience in construction and the financial services industry. Mr. Russ established the residential construction firm, Florida Construction Industries, Inc. Mr. Russ has also worked as a financial advisor National Financial Services Group, a leading global financial services firm, in which he conducted financial and investment analyses and prepared and reviewed complex financial models for corporate and high net worth clients.

Analysts:	T. Christopher Tyndall, Reserve Study Analyst, Manager Daniel Coons, Reserve Study Analyst
Gary Perkins, Reserve Study Analyst Russell Tees, Reserve Study Analyst

SCOPE OF SERVICES
Our Responsibilities
Reserve Study Institute, LLC will perform its services as an independent contractor in accordance with our professional practice standards. Our compensation is not contingent upon our conclusions.

Levels of Service

We offer the following Reserve Study Levels of Service to Associations:

Level 1 - Reserve Study Level 1 with an on-site visual inspection and assessment of property condition. This level of service is offered to clients undertaking their first reserve study, and to Associations in need of a comprehensive review and audit of a previous reserve study The Association’s asset component list and associated measurements are reviewed. If this proposal is for the Association’s initial reserve study, or a previous reserve study cannot be made available to us, then this level of service is required.

Level 2 - Reserve Study Level 2 update with an on-site visual inspection and property condition assessment. Level 2 reserve studies are for Associations that want to update a previous study. Most Associations will request a Level 2 report in the third year after the last site-visit based reserve study.

Level 3 - Reserve Study Level 3 update with no on-site inspection or property condition assessment. This report is typically requested in the years immediately following a reserve study with an on-site review. A prior reserve study is required to establish the basis for the verification and quantification of the component inventory.

Our inspection and analysis of the subject property is limited to visual observations and is noninvasive when we conduct Level 1 and 2 studies as described above. Level 3 studies do not include a site visit for inspection. We will inspect sloped roofs from the ground. We will inspect flat roofs where safe access where safe access (stairs or ladder permanently attached to the structure) is available. The report is based upon a “snapshot in time” at the moment of our observations. Conditions can change between the time of inspection and the issuance of our report. Reserve Study Institute, LLC does not investigate, nor assume, any responsibility for any existence or impact of any hazardous materials, structural, or latent or hidden defects which may not be present on or within the property. Our opinions of estimated costs and remaining useful lives are not a guarantee of the actual costs of replacement, a warranty of the common elements or other property elements, or a guarantee of remaining useful lives. We are not licensed architects or engineers.

Structural Integrity Reserve Study Disclaimer

We are NOT currently offering structural integrity reserve studies at this time. We do, however, have plans to offer this service in the near future. However, we are performing our own internal due diligence due to the potential legal liability quagmire performing that service presents. For now, we offer studies in line with the sample report provided. Many clients have indicated that they may engage an architect or engineering firm to perform that service and have us update our study with that information this or in future years. Some associations engaged other professionals for stormwater systems, roofs, etc. and have us incorporate that information into our reports as well. While I think it is a valuable service and good practice to do this, we warn you that we will make no representation or warranty that it complies with any federal, state, or local rule, regulation, or law.

OUR REPORT IS NOT DESIGNED TO COMPLY WITH ANY FEDERAL, STATE, OR LOCAL RULE, REGULATION, OR LAW IN ANY JURISIDATION AND NO COMMUNICATION OR REPRESENTATION FROM RESERVE STUDY INSTITUTE, LLC, ITS EMPLOYEES, CONTRACTORS, AFFILIATES, CONSULTANTS, ET AL. MAY BE DEEMED TO WARRANT OR REPRESENT, EITHER EXPRESSED OR IMPLIED, ANY COMPLIANCE WITH ANY FEDERAL, STATE, OR LOCAL RULE, REGULATION, OR LAW.

Reporting Detail
We offer following reporting options for our reserve study reports:

Standard Reporting includes component inventory, life and valuation estimates, fund status, and funding plan. This reporting detail is for Level III studies.

Comprehensive Reporting includes a full detailed component inventory, photographs, observations and recommendations, life and valuation estimates, fund status, and funding plan. This reporting detail is for Level I and II studies.

Your Responsibility
You agree to provide us with access to the subject property during our on-site visual inspection and tour. The Association, management, and/or the Board are responsible for assigning an appropriate individual as our primary point of contact to coordinate the reserve study and to provide to us to the best of their ability and if reasonably available, historical and budgetary information, the governing documents, and other information that we request and deem necessary to complete our Study. You agree to pay our actual attorneys’ fees and any other costs incurred in the event we have to initiate litigation to collect on any unpaid balance for our services. Management and the Board will be required to sign a representation letter that acknowledges review and approval of the report

Assumptions and Indemnification
We assume, without independent verification, the accuracy of all data provided to us. You agree to indemnify and hold us harmless against and from any and all losses, claims, actions, damages, expense, or liabilities, including reasonable attorney’s fees, to which we may be become subject in connection with this engagement, because of any false, misleading, or incomplete information which we have relied upon as supplied by you or others under your direction, or which may result from any improper use or reliance on the report by you or third parties under your control or direction. Your obligation for indemnification on the report by you or third parties under your control or direction. Your obligation for indemnification and reimbursement shall and reimbursement shall extend to any controlling person of Reserve Study Institute, LLC, including any director, officer, employee, affiliate, or agent. Liability of Reserve Study Institute, LLC and its employees, affiliates, and agents for errors and omissions, if any, in this work is limited to the amount of its compensation for the work performed in this engagement. We are not licensed architects or engineers.

Report
Reserve Study Institute, LLC will complete the services in accordance with this Proposal based on your selection of Service Level and Reporting Detail. We will consider any additional information made available to us in the interest of promptly issuing a Final Report. However, the Report represents a valid opinion of our findings and recommendations and is deemed complete after we receive the signed management representation letter. We retain the right to withhold the Draft Report or Final Report if payment for services is not rendered in a timely manner.

Retention and Propriety of Work Papers
All files, work papers, or documents developed (the “work papers”) by us during the course of the engagement is proprietary and remains our property. In all cases, we will retain our work papers for a period of three (3) years.

Restricted Use of Our Report
The use of our Report is limited to only the purpose stated herein. Any use or reliance for any other purpose, by you or third parties, is invalid. Our Reserve Study Report, in whole or part, is not and cannot be used as a design specification, design engineering services, or an appraisal. You may show our report in its entirety to those third parties who need to review the information contained herein. The Client and other third parties viewing this report should not reference our name or our report, in whole or in part, in any document prepared and/or distributed to third parties without our written consent. This report contains intellectual property developed by Reserve Study Institute, LLC specific to this engagement and cannot be reproduced or distributed to those who conduct reserve studies without the expressed written consent of Reserve Study Institute, LLC.

Client Confidentiality
We reserve the right to include our client’s name in our client lists, but we will maintain the confidentiality of all conversations, documents provided to us, and the contents of our reports, subject to legal or administrative process or proceedings. These conditions can only be modified by written documents executed by both parties.

PROPOSED TIMELINE
We intend to have our Draft Report to you for review and approval on or around January 31, 2024. All documentation requested will need to be provided by the Association’s representative to us at least forty- five (45) days prior to the date we anticipate having the Draft Report to you. If an onsite visit is necessary, then we require the onsite visit at least thirty (30) days before the date we anticipate having the Draft Report to you.

Our Final Report will be issued to you in electronic format only.

Our proposed timeline is based on the anticipated cooperation from your personnel. You agree to indemnify us if we are unable to meet the proposed timeline if you require rescheduling or rescheduling due to inclement weather, transportation issues (such as canceled or delayed flights), or any other issues that are reasonably beyond our control. We will attempt to reschedule any onsite visits, if necessary, and complete our services as soon as reasonably possible. However, you understand that if rescheduling is needed for any reason, we provide no assurance or guarantee of when we will be able to reschedule given that we may have other client commitments. This proposal is valid for thirty (30) days from the day it is prepared. Price, timeline, terms, and availability may be subject to change thereafter.

PARTIAL CLIENT LIST

Cedar’s Ocean Condominium Association, Inc. 7101 Ridgewood Avenue, Cape Canaveral, FL 32920 Ms. Renae Foster, LCAM
TCB Property Management 321-536-3116
rfoster.tcb@gmail.com

London Tower Condominium, Inc.
938 E Bay Harbor Drive, Miami Beach, 33514 Ms. Linda Johnson, CAM
LJ Services Group
786-712-9550
ljohnson@ljservicesgroup.com

Estuary at St. Johns Homeowners Association, Inc.
4548 Dulwik Place Sanford, 32771 Mr. Antonio Shaw, LCAM
Rizzeta & Company
407-472-2471
swoodget@rizzetta.com

Puerto De Soll of Kendall Association, Inc.
9550 SW 88th St., Miami, FL 33176
Mr. Lazaro Torres, Manager Choice Property Management 305-362-9827
ltorres@choicepmg.com

Compass Point Community Association, Inc. 707 Rochester Dr., West Melbourne, FL 32904 Ms. Karen Altman
Keystone Property Management 954-319-1242
karen@keyirc.com

Vineland Reserve Homeowners Association, Inc.
327 Doyle Road, Osteen, FL 32764 Ms. Brittney Lopez, CAM
Artemis Lifestyle Services, Inc. 407-705-2190
blopez@artemislifestyles.com

Bridgewalk Homeowners Association, Inc.
3012 Ella Way, St. Cloud, FL 34771 Ms. Virginia Ochoa, CAM
Artemis Lifestyle Services, Inc. 407-705-2190
vochoa@artemislifestyles.com

Whisperwood II Condominium Association, Inc. 7225-7356 Swallow Run, Winter Park, FL 32792 Ms. Renae Foster, LCAM
TCB Property Management 321-536-3116
rfoster.tcb@gmail.com

Old Hickory Community Association, Inc. 4451 Hickory Grove Rd., St. Cloud, FL 34772 Ms. Anais Serrano, CAM
Leland Management, Inc.
407-781-5763
aserrano@lelandmanagement.com

Pinnacle Office Suites Condominium Association, Inc.
1740 and 1750 Tree Blvd., St. Augustine, FL 32084
Ms. Stephanie Wyland, Director of Rental Services CAM Coastal Realty and Property Management
904-471-6606 x113
stephanie@coastalrealtyfl.com

FEES AND BILLING
Billing and Payment Terms and Conditions
The retainer payment is due upon acceptance of the proposal for services, and no work will commence until the retainer payment has been received by Reserve Study Institute, LLC. The Association will be

progress billed as worked proceeds with payment due immediately upon request. The payment of all fees is due prior to receipt of the Report for review and approval. We will also bill the Association for actual out-of-pocket costs for travel, lodging, and meals while conducting on-site visits. Mileage will be reimbursed based on IRS-approved mileage rates at the time of travel for Association’s if more than forty
(40) miles of travel is required. We reserve the right to suspend all work if there is an outstanding balance of more than thirty (30) days from the date of the invoice. Any outstanding balance after 30 days from the date of the invoice will also be subject to an interest charge of 1.5% per month. Any litigation necessary to collect an unpaid balance shall be venued in Duval County of Florida. The Association will be responsible for payment of reasonable attorney fees to Reserve Study Institute, LLC in the event of litigation to collect any unpaid balances.

Fee Schedule Summary
The following is a summary of our fees for your Association based on the Levels of Services and Reporting Detail previously described in this proposal:

	Fee Schedule for Service Level	

	Level 1	Level 2	Level 3	
Full Reserve Study				
Update Reserve Study				
Site Visit				
Establish Reserve Quanities				
Establish Component List				
Component Inventory				
Life & Value Estimates				
Reserve Funding Plan				

	Standard Reporting	
Retainer Prior to Start	N/A	N/A	N/A	
Due Upon Draft Report	$	1,750	N/A	N/A	
Total Fee for Service	$	1,750	N/A	N/A	

A Level I/Initial Study may be required if no previous study is available.

Multiple Reports Needed
As shown in the sample report provided, our report is designed to yield one (1) reserve contribution for all components included in that report. Unless otherwise noted, this proposal will have one (1) recommended contribution amount for one client. If there’s multiple associations, multiple neighborhoods with separate budgets, or some components are not shared equally by all owners (ex., HOA/Townhome combined community), then separate reports will be needed to get separate reserve contributions. We may not be able to issue separate reports if we are not made aware of the fact that multiple reports may be needed, and the Association will be subject to additional fees for service for the additional work should we be made aware of after the fact. We will proceed with producing one (1) report as per this proposal unless we receive written authorization via email to proceed at an agreed upon fee for service for the additional work in the event multiple reports are needed.

SUMMARY

We look forward to working with your Association on this effort, and should you have any questions regarding our proposal, please contact our office at (904) 568-2839.

Respectfully Submitted,

Reserve Study Institute, LLC Jacksonville, Florida

Acceptance of Proposal
Please select one box below to indicate the Level of Service (1, 2, 3) and as previously described in this proposal:

Level of Service	Level 1	Level 2	Level 3	
Select One:				
Retainer Prior to Start	N/A	N/A	N/A	
Due Upon Draft Report	$	1,750	N/A	N/A	
Total Fee for Service	$	1,750	N/A	N/A	

NOTE: A Level 1 study may be required if no prior reserve study was performed or is available to take measurements and counts of physical assets.

I have read, understand, and accept the terms of the proposal based on my above selection of Service Level and Reporting detail above and acknowledge that I have authority to legally bind the Association to this agreement. I understand that Reserve Study Institute, LLC is not operating as licensed architects or engineers:

ASSOCIATION REPRESENTATIVE:

Name	Date

Signature

Title

Full Reserve Study For
XYZ Condominium Association, Inc.
City, Florida August 3, 2020

Report Number: 2022.08.03.654

www.reservestudyinstitute.com | (904) 568-2839

Reserve Study Institute, LLC
Table of Contents
REPORT SUMMARY	1
Executive Summary	2
PHYSICAL ANALYSIS	4
Identification of Reserve Components	4
Reserve Components	4
Excluded Components	6
Repairs and Replacement Funded from Operating Budget	6
Property Maintained by Owners	6
Property Maintained by Others	7
FINANCIAL ANALYSIS	8
Percent Funded	8
Reserve Expenditures	9
Reserve Funding Plan	12
Major Expenditures	13
Condition Assessment	14
PHOTOGRAPHS	17
METHODOLOGY	31
Physical Analysis	32
Identification of Reserve Components	32
Site Visit	33
Component Criteria	33
Determining Useful Life	33
Determining Remaining Useful Life	34
Maintenance Assumptions	34
Financial Analysis	34
Determining Replacement Costs	34
Inflation Rate	35
Interest Rate	35
Current Reserve Balance	35
Percent Funded	35

Reserve Study Institute, LLC
Recommended Funding Plan	35
STATEMENT OF LIMITATIONS AND ASSUMPTIONS	36
PROFESSIONAL EXPERIENCE	38
GLOSSARY	39

REPORT SUMMARY

As a member of the Association’s Board of Directors, you are responsible for maintaining common areas of the Association’s physical property. This report is intended to assist you in the development of the Association’s capital budget for current and future reserve fund contributions. The goal of the study is to assist you in maintaining the Association’s reserve above an adequate, but not excessive, threshold during one or more years of significant expenditures.

We present our findings and recommendations in the following report sections:

Executive Summary – Provides a snapshot of the Association’s reserve study, highlighting
significant findings and conclusions.

Physical Analysis – Includes list of the reserve components, useful life, remaining useful life, and a schedule of items excluded from the study.

Financial Analysis – Includes the percent funded, 30-year reserve expense forecast, and the recommended funding plan.

Photographs – Schedule of photographs of components taken during site visit.

Methodology – Details the process of developing the Reserve Study, which includes descriptions of the methods, materials, and guidelines used preparation of physical and financial analysis of the study.

Statement of Limitations and Assumptions – Describes the limitations and assumptions made when conducting this study and in preparation of this report.

Professional Experience – Contains the professional experience of the individuals who prepared this study.

Glossary – Contains definitions of terms used in the Reserve Study.

Executive Summary

General Information

Association Name:	XYZ Condominium Association, Inc. (XYZ Condo)

Location:	City, FL

Project Description:	Condominium

Type of Study:	Level 1 – Reserve Study

Site Visit:	July 1, 2020
Number of Units:	431
Project Summary
Funding Strategy Recommended: The Funding Goal of this Reserve Study is to maintain reserve above an adequate, not excessive threshold during years of significant expenditures.

Recommended Reserve Funding: The Association budgeted $262,500 for reserve contributions in 2020. We recommend that the Association adopt reserve contributions of $300,000 in 20210 with steady annual increases of $30,000 until 2031 to fund anticipated elevator and painting and waterproofing exterior stucco of buildings in 2030 and 2031, respectively. The Association can then reduce reserve contributions to $445,500 and increase 3% annually thereafter. The Association will have funded the most significant anticipated expenditures related to painting and waterproofing exterior stucco of buildings. The goal of this particular reserve funding plan is to prevent the year end reserve balance from falling below $416,000 during threshold funding years. The recommended year 2021 reserve contribution of $300,000 is equivalent to an average monthly contribution of $58.01 per owner.

Recommended Reserve Funding Table

Year

Reserve
Contributions ($)

Reserve Cash
Balance ($)

Year

Reserve	Reserve Cash

Contributions ($)

Balance ($)

Year

Reserve
Cont

Millions $

2022	131,250	1,689,840	2032	570,000	2,650,644	2	
2023	300,000	1,378,846	2033	600,000	240,		
2024	330,000	1,659,589	2034	445,500			
2025	360,000	1,906,735	2035				
2026	390,000	2,247,237	2036				
2027	420,000	1,922,382		
2028	450,000			
2029	480			
2030				

Recommended Reserve Funding Graph

5

4

3

2

1

- (1)
(2)

(3)

(4)

(5)

Year

Reserve Expenditures

Reserve Contributions

Reserve Cash Balance

Respectfully submitted on August 3, 2020 by RESERVE STUDY INSTITUTE, LLC

Michael H. Russ Jr., Reserve Analyst
Visual Inspection and Report by: Michael H. Russ, Jr.

Reserve Study Institute, LLC
PHYSICAL ANALYSIS

The Physical Analysis section details the reserve components and also provides information about items excluded from the reason study. Our recommendation is but one scenario, and is not intended to represent the only means of achieving the association’s goals. We recommend that the Board of Directors use the following information as a guide in planning for their future objectives.

Identification of Reserve Components
We have segregated classes of property from our review of the information provided by the Association and through conversations with Management and the Board. These classes of property:

Reserve Components
Excluded Components
Repairs and Replacements Funded from Operating Budget
Property Maintained by Owners
Property Maintained by Others

Reserve Components
The following table identifies all Reserve Components that meet the criteria to be included in the study that we identified.

Reserve Study Institute, LLC
RESERVE COMPONENT INVENTORY

Category	
Component	
Quantity	Unit of Measure	
Useful Life	Remaining
Useful Life	
Unit Cost	Current Fully
Current Cost	Funded Balance	
Building Elements	Exterior Stucco, Paint and Waterproofing	360,000	Square Feet	10 to 12	11	$6.50	$2,340,000	$195,000	
Building Elements	Elevators	18	Each	20 to 30	10	$75,000.00	$1,350,000	$900,000	
Building Elements	Carpet	70,000	Square Feet	to 20	1	$8.00	$560,000	$532,000	
Building Elements	Roof, Flat	675	Squares	20 to 30	5	$900.00	$607,500	$506,250	
Building Elements	Air Conditioner, Roof	3	Each	15 to 20	3	$1,500.00	$4,500	$3,825	
Building Elements	Guard Rail, Aluminum	432	Each	30 to 40	13	$750.00	$324,000	$218,700	
Building Elements	Backflow Preventor	3	Each	to 25	2	$8,000.00	$24,000	$22,080	
Building Elements	Fire Safety Guillotine	9	Each	to 25	1	$1,500.00	$13,500	$12,960	
Building Elements	Entry Door, Steel	9	Each	25 to 35	2	$1,000.00	$9,000	$8,486	
Building Elements	Pump Station	9	Each	15 to 20	12	$7,000.00	$63,000	$25,200	
General Site Elements	Parking Garage, Lattice, Wood and Vinyl	9,000	Square Feet	25 to 30	4	$3.00	$27,000	$23,400	
General Site Elements	Security House, Concrete and Stucco	300	Square Feet	50 to 100	25	$100.00	$30,000	$22,500	
General Site Elements	Air Conditioner, Security House	1	Each	15 to 20	7	$5,000.00	$5,000	$3,250	
General Site Elements	Playground Equipment	1	Each	to 30	18	$15,000.00	$15,000	$6,000	
General Site Elements	Floating Dock, Wood	320	Square Feet	to 15	2	$15.00	$4,800	$4,160	
General Site Elements	Floating Dock, Platform	1	Each	30 to 40	20	$12,000.00	$12,000	$6,000	
General Site Elements	Floating Dock, Ramp, Aluminum	1	Each	to 50	20	$10,000.00	$10,000	$6,000	
General Site Elements	Tennis Court, Hard Court	14,400	Square Feet	7 to 10	5	$1.25	$18,000	$9,000	
General Site Elements	Tennis Court, Lights	8	Each	15 to 20	3	$1,250.00	$10,000	$8,500	
General Site Elements	Fence, Chain Link and Windshield	750	Linear Feet	to 25	4	$29.00	$21,750	$18,270	
General Site Elements	Exterior Parking Lights and Light Poles	22	Each	15 to 20	10	$1,800.00	$39,600	$19,800	
General Site Elements	Concrete Curbs and Sidewalks, Partial	303	Square Feet	to 65	5	$8.00	$2,424	$2,238	
General Site Elements	Asphalt Pavement, Mill and Overlay, Phased	5,833	Square Yard	20 to 25	3	$12.00	$70,000	$61,600	
General Site Elements	Asphalt Pavement, Crack Repair, Seal, and Coat	5,833	Square Yard	3 to 5	5	$1.70	$9,917	$0	
General Site Elements	Fire Sprinkler Station	1	Each	20 to 30	1	$25,000.00	$25,000	$24,167	
General Site Elements	Lift Station	2	Each	15 to 20	9	$15,000.00	$30,000	$16,500	
General Site Elements	Signage, Front	2	Each	30 to 50	15	$7,000.00	$14,000	$9,800	
General Site Elements	Security Automatic Gate, Aluminum	7	Each	30	20	$6,000.00	$42,000	$14,000	
General Site Elements	Security Automatic Gates Motor	3	Each	15 to 25	5	$4,000.00	$12,000	$9,600	
General Site Elements	Fencing, Aluminum	800	Linear Feet	30	15	$45.00	$36,000	$18,000	
Pool Elements	Pool and Hotub, Re-Marcite	800	Square Feet	15	14	$7.00	$5,600	$373	
Pool Elements	Pool Pump and Heater System	1	Each	15 to 20	10	$25,000.00	$25,000	$12,500	
Pool Elements	Pool Area, Pavers, Stone, Partial	225	Square Feet	50	5	$10.00	$2,250	$2,025	
Pool Elements	Gazebo, Wood	208	Square Feet	15 to 25	5	$50.00	$10,400	$8,320	
Pool Elements	Outdoor Kitchen and BBQ, Replacement	1	Each	30	2	$12,000.00	$12,000	$11,200	
Pool Elements	Bathrooms	2	Each	30	28	$20,000.00	$40,000	$2,667	
Fitness Center Elements	Fitness Equipment	10	Each	15 to 20	15	$3,000.00	$30,000	$7,500	
Fitness Center Elements	Air Conditioner	1	Each	15 to 20	8	$5,000.00	$5,000	$3,667	
Clubhouse Elements	Kitchen, Replacement	1	Each	30	26	$15,000.00	$15,000	$2,000	
Clubhouse Elements	Air Conditioner	1	Each	15 to 20	10	$5,000.00	$5,000	$2,500	
Other Elements	Reserve Study Update without Site Visit	1	Allowance	1	1	$1,500.00	$1,500	$0	

TOTALS  $5,881,741	$2,760,038

Reserve Study Institute, LLC
Excluded Components
Excluded Components do not have predictable Remaining Useful Lives within the scope of this study – i.e., within 30 years. The Board should budget for infrequent repairs for these items from the Operating Fund. We identify the following Excluded Elements as excluded from reserve funding at this time.

Concrete Sidewalks, Replacement – Concrete sidewalks have a useful life expectancy of up to 65 years. Although the replacement costs are not included in this study, we have included periodic repairs and maintenance and made an adjustment for premature failure to be conservative since the costs are significant.

Pipes, Subsurface Utilities, Lateral – Subsurface pipes and other elements have a useful life that is greater than 30 years and is generally unpredictable as to when repairs and replacement will be required.

Repairs and Replacement Funded from Operating Budget
General Maintenance to the Common Elements
Expenditures less than $10,000 (except for reserve study expense)
Landscaping
Light Fixtures, Interior
Irrigation Repairs and Maintenance
Fitness Equipment Repairs and Maintenance
F.O.B. readers, Repairs and Replacement
Gazebo Repairs, Partial
Gazebo Maintenance
Paint Finishes, Touch Up
Pipes, Interior Building, Water and Sewer, Manifold
Pipes, Subsurface Utilities, Laterals, Inspections
Playground Maintenance
Pool Maintenance
Pool Repairs, Partial
Pool Furniture
Smoke Detectors and Alarms
Tree Trimming
Other Repairs Normally Funded Through the Operating Budget

Property Maintained by Owners
Windows and Entry Doors
Interior of Unit
Air Conditioning Units

Reserve Study Institute, LLC
Property Maintained by Others
Boat Slips (Other)
Water Ways, Lakes, and Canals (Miami-Dade County)

FINANCIAL ANALYSIS

This section of the report is intended to provide the association with the awareness to adequately plan for the ongoing major maintenance, repair and replacement of their common property components. Our recommendation is but one scenario, and is not intended to represent the only means of achieving the association’s goals. We recommend that the Board of Directors use the following information as a guide in planning for their future objectives.

Percent Funded
Percent Funded measures the strength of the Reserve Fund at the beginning of each fiscal year. Percent Funded is the industry measure of how well prepared an association is to meet its current and future repair and replacement obligations and how likely the Association is to require a special assessment to fund major repairs and replacements. Percent funding ranges from weak to strong as follows:

Less than 30% funded is considered weak
Between 30% and 70% funded is considered fair
Greater than 70% funded is considered strong
100% or more is considered ideal

Current Percent Funded Status

0%	10%	20%	30%	40%	50%	60%	70%	80%	90%	100%

The Association’s Current Percent Funded Status is 56% funded, which indicates that the Association is starting with what is considered a fair level reserve funds. However, we recommend increased budgeted reserve assessments current percent funded is at least 100%.

Reserve Expenditures

	Years 1 - 10	

Category	Component	2020		2021	2022	2023	2024	2025	2026		2027	2028	2029	
Building Elements	Exterior Stucco, Paint and Waterproofing		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Building Elements	Elevators		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Building Elements	Carpet		$0	$574,126	$0	$0	$0	$0		$0	$0	$0	$0	
Building Elements	Roof, Flat		$0	$0	$0	$0	$0	$688,088		$0	$0	$0	$0	
Building Elements	Air Conditioner, Roof		$0	$0	$0	$4,849	$0	$0		$0	$0	$0	$0	
Building Elements	Guard Rail, Aluminum		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Building Elements	Backflow Preventor		$0	$0	$25,226	$25,862	$0	$0		$0	$0	$0	$0	
Building Elements	Fire Safety Guillotine		$0	$13,841	$0	$0	$0	$0		$0	$0	$0	$0	
Building Elements	Entry Door, Steel		$0	$0	$9,460	$0	$0	$0		$0	$0	$0	$0	
Building Elements	Pump Station		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Parking Garage, Lattice, Wood and Vinyl		$0	$0	$0	$0	$29,829	$0		$0	$0	$0	$0	
General Site Elements	Security House, Concrete and Stucco		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Air Conditioner, Security House		$0	$0	$0	$0	$0	$0		$0	$5,953	$0	$0	
General Site Elements	Playground Equipment		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Floating Dock, Wood		$0	$0	$5,045	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Floating Dock, Platform		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Floating Dock, Ramp, Aluminum		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Tennis Court, Hard Court		$0	$0	$0	$0	$0	$20,388		$0	$0	$0	$0	
General Site Elements	Tennis Court, Lights		$0	$0	$0	$10,776	$0	$0		$0	$0	$0	$0	
General Site Elements	Fence, Chain Link and Windshield		$0	$0	$0	$0	$24,029	$0		$0	$0	$0	$0	
General Site Elements	Exterior Parking Lights and Light Poles		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Concrete Curbs and Sidewalks, Partial		$0	$0	$0	$0	$0	$2,746		$0	$0	$0	$0	
General Site Elements	Asphalt Pavement, Mill and Overlay, Phased		$0	$0	$0	$75,432	$0	$0		$0	$0	$0	$0	
General Site Elements	Asphalt Pavement, Crack Repair, Seal, and Coa		$0	$0	$0	$0	$0	$0		$0	$0	$12,104	$0	
General Site Elements	Fire Sprinkler Station		$0	$25,631	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Lift Station		$0	$0	$0	$0	$0	$0		$0	$0	$0	$37,540	
General Site Elements	Signage, Front		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Security Automatic Gate, Aluminum		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
General Site Elements	Security Automatic Gates Motor		$0	$0	$0	$0	$0	$13,592		$0	$0	$0	$0	
General Site Elements	Fencing, Aluminum		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Pool Elements	Pool and Hotub, Re-Marcite		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Pool Elements	Pool Pump and Heater System		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Pool Elements	Pool Area, Pavers, Stone, Partial		$0	$0	$0	$0	$0	$2,548		$0	$0	$0	$0	
Pool Elements	Gazebo, Wood		$0	$0	$0	$0	$0	$11,780		$0	$0	$0	$0	
Pool Elements	Outdoor Kitchen and BBQ, Replacement		$0	$0	$12,613	$0	$0	$0		$0	$0	$0	$0	
Pool Elements	Bathrooms		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Fitness Center Elements	Fitness Equipment		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Fitness Center Elements	Air Conditioner		$0	$0	$0	$0	$0	$0		$0	$0	$6,103	$0	
Clubhouse Elements	Kitchen, Replacement		$0	$0	$0	$0	$0	$16,990		$0	$0	$0	$0	
Clubhouse Elements	Air Conditioner		$0	$0	$0	$0	$0	$0		$0	$0	$0	$0	
Other Elements	Reserve Study Update without Site Visit		$0	$1,500	$0	$0	$0	$0		$0	$0	$0	$0	

TOTALS	
$0	
$615,098	
$52,344	
$116,919	
$53,858	
$756,132	
$0	
$5,953	
$18,207	
$37,540	

Category	Component	2030	2031	2032	2033	2034	2035	2036	2037	2038	2039		
Building Elements	Exterior Stucco, Paint and Waterproofing	$0	$3,077,731	$0	$0	$0	$0	$0	$0	$0		$0	
Building Elements	Elevators	$1,731,925	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Building Elements	Carpet	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Building Elements	Roof, Flat	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Building Elements	Air Conditioner, Roof	$0	$0	$0	$0	$0	$6,539	$6,704	$6,873	$0		$0	
Building Elements	Guard Rail, Aluminum	$0	$0	$0	$447,918	$0	$0	$0	$0	$0		$0	
Building Elements	Backflow Preventor	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Building Elements	Fire Safety Guillotine	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Building Elements	Entry Door, Steel	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Building Elements	Pump Station	$0	$0	$84,952	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Parking Garage, Lattice, Wood and Vinyl	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Security House, Concrete and Stucco	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Air Conditioner, Security House	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Playground Equipment	$0	$0	$0	$0	$0	$0	$0	$0	$23,488		$0	
General Site Elements	Floating Dock, Wood	$0	$0	$0	$0	$0	$0	$0	$7,331	$0		$0	
General Site Elements	Floating Dock, Platform	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Floating Dock, Ramp, Aluminum	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Tennis Court, Hard Court	$0	$0	$0	$0	$0	$26,156	$0	$0	$0		$0	
General Site Elements	Tennis Court, Lights	$0	$0	$0	$0	$0	$0	$0	$0	$15,659		$0	
General Site Elements	Fence, Chain Link and Windshield	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Exterior Parking Lights and Light Poles	$50,803	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Concrete Curbs and Sidewalks, Partial	$3,110	$0	$0	$0	$0	$3,522	$0	$0	$0		$0	
General Site Elements	Asphalt Pavement, Mill and Overlay, Phased	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Asphalt Pavement, Crack Repair, Seal, and Coa	$0	$0	$0	$13,709	$0	$0	$0	$0	$15,528		$0	
General Site Elements	Fire Sprinkler Station	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Lift Station	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Signage, Front	$0	$0	$0	$0	$0	$20,343	$0	$0	$0		$0	
General Site Elements	Security Automatic Gate, Aluminum	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Security Automatic Gates Motor	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
General Site Elements	Fencing, Aluminum	$0	$0	$0	$0	$0	$52,311	$0	$0	$0		$0	
Pool Elements	Pool and Hotub, Re-Marcite	$0	$0	$0	$0	$7,937	$0	$0	$0	$0		$0	
Pool Elements	Pool Pump and Heater System	$32,073	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Pool Elements	Pool Area, Pavers, Stone, Partial	$2,887	$0	$0	$0	$0	$3,269	$0	$0	$0		$0	
Pool Elements	Gazebo, Wood	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Pool Elements	Outdoor Kitchen and BBQ, Replacement	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Pool Elements	Bathrooms	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Fitness Center Elements	Fitness Equipment	$0	$0	$0	$0	$0	$43,593	$0	$0	$0		$0	
Fitness Center Elements	Air Conditioner	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Clubhouse Elements	Kitchen, Replacement	$0	$0	$0	$0	$0	$21,796	$0	$0	$0		$0	
Clubhouse Elements	Air Conditioner	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	
Other Elements	Reserve Study Update without Site Visit	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0	

TOTALS	
$1,820,798	
$3,077,731	
$84,952	
$461,627	
$7,937	
$177,529	
$6,704	
$14,204	
$54,675	
$0	

	Years 12 - 30	

Category	Component	2040	2041	2042	2043	2044	2045	2046	2047	2048	2049	
Building Elements	Exterior Stucco, Paint and Waterproofing	$0	$0	$0	$4,150,162	$0	$0	$0	$0	$0	$0	
Building Elements	Elevators	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Building Elements	Carpet	$0	$944,927	$0	$0	$0	$0	$0	$0	$0	$0	
Building Elements	Roof, Flat	$0	$0	$0	$0	$0	$1,132,490	$0	$0	$0	$0	
Building Elements	Air Conditioner, Roof	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Building Elements	Guard Rail, Aluminum	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Building Elements	Backflow Preventor	$0	$0	$0	$0	$0	$0	$0	$47,026	$48,212	$49,429	
Building Elements	Fire Safety Guillotine	$0	$0	$0	$0	$0	$0	$25,801	$0	$0	$0	
Building Elements	Entry Door, Steel	$0	$0	$0	$0	$0	$0	$0	$17,635	$0	$0	
Building Elements	Pump Station	$0	$0	$0	$0	$0	$0	$0	$123,443	$0	$0	
General Site Elements	Parking Garage, Lattice, Wood and Vinyl	$0	$0	$0	$0	$0	$0	$0	$0	$0	$55,607	
General Site Elements	Security House, Concrete and Stucco	$0	$0	$0	$0	$0	$55,925	$0	$0	$0	$0	
General Site Elements	Air Conditioner, Security House	$0	$0	$8,650	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Playground Equipment	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Floating Dock, Wood	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Floating Dock, Platform	$19,750	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Floating Dock, Ramp, Aluminum	$16,459	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Tennis Court, Hard Court	$0	$0	$0	$0	$0	$33,555	$0	$0	$0	$0	
General Site Elements	Tennis Court, Lights	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Fence, Chain Link and Windshield	$0	$0	$0	$0	$0	$0	$0	$0	$0	$44,795	
General Site Elements	Exterior Parking Lights and Light Poles	$0	$0	$0	$0	$0	$73,822	$0	$0	$0	$0	
General Site Elements	Concrete Curbs and Sidewalks, Partial	$3,990	$0	$0	$0	$0	$4,519	$0	$0	$0	$0	
General Site Elements	Asphalt Pavement, Mill and Overlay, Phased	$0	$0	$0	$0	$0	$0	$0	$0	$140,619	$0	
General Site Elements	Asphalt Pavement, Crack Repair, Seal, and Coa	$0	$0	$0	$17,588	$0	$0	$0	$0	$19,921	$0	
General Site Elements	Fire Sprinkler Station	$0	$0	$0	$0	$0	$46,605	$47,780	$0	$0	$0	
General Site Elements	Lift Station	$0	$0	$0	$0	$54,549	$0	$0	$0	$0	$0	
General Site Elements	Signage, Front	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Security Automatic Gate, Aluminum	$69,126	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Security Automatic Gates Motor	$19,750	$0	$0	$0	$0	$0	$0	$0	$0	$0	
General Site Elements	Fencing, Aluminum	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Pool Elements	Pool and Hotub, Re-Marcite	$0	$0	$0	$0	$0	$0	$0	$0	$0	$11,533	
Pool Elements	Pool Pump and Heater System	$0	$0	$0	$0	$0	$46,605	$0	$0	$0	$0	
Pool Elements	Pool Area, Pavers, Stone, Partial	$3,703	$0	$0	$0	$0	$4,194	$0	$0	$0	$0	
Pool Elements	Gazebo, Wood	$17,117	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Pool Elements	Outdoor Kitchen and BBQ, Replacement	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Pool Elements	Bathrooms	$0	$0	$0	$0	$0	$0	$0	$0	$80,354	$0	
Fitness Center Elements	Fitness Equipment	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Fitness Center Elements	Air Conditioner	$0	$0	$0	$0	$0	$0	$0	$0	$10,044	$0	
Clubhouse Elements	Kitchen, Replacement	$0	$0	$0	$0	$0	$27,963	$0	$0	$0	$0	
Clubhouse Elements	Air Conditioner	$0	$0	$0	$0	$0	$0	$0	$0	$10,044	$0	
Other Elements	Reserve Study Update without Site Visit	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	

TOTALS	
$149,895	
$944,927	
$8,650	
$4,167,750	
$54,549	
$1,425,678	
$73,581	
$188,104	
$309,194	
$161,364	

Reserve Funding Plan

Notes:
Beginning balance of reserve was provided by management and includes reserve fund balances as of July 8, 2020.
Inflation rate of 2.52% and interest rate on Investments of 0.19% were used for this study.
2020 reserve contribution was budgeted by the Association.
2043 is threshold funding year due to significant expenditures.

Reserve Study Institute, LLC
Major Expenditures
The relative cost of total reserve expenses is summarized in the chart below to give the Board perspective on the relative size and importance of key reserve items.

As illustrated above, the Association’s largest future expense are general site elements of which $13.2 million is needed to paint and waterproof approximately 360,000 square feet of exterior stucco of buildings and maintain 18 elevators.

The next highest propriety categories are the general site and pool elements, respectively.

The Association may be able to mill and overlay the asphalt pavement prior to replacement. Milling and overlaying asphalt pavement is significantly less expensive than replacement, with approximately the same useful life if the asphalt pavement is maintained properly.

We recommend the Association carefully plan for these expenses and advise us promptly of any changes to the Associations budget plans related to both the timing of these items and cost of these items so that we can incorporate the necessary adjustments into future studies for the Associations to assist the Board in its capital budget process.

Reserve Study Institute, LLC
Condition Assessment

The following is a condition assessment of certain reserve components:

Building Elements

Exterior Stucco, Paint and Waterproofing – 360,000 square feet of exterior area of property that needs to be painted and kept clean and water-tight to ensure the structural integrity of the property. Very good condition.
Elevators – Each building has a dual elevator system. Routine maintenance being performed. Very good condition.
Carpet – 70,000 square feet in total of all the buildings. Carpet appears to be original. Replacements soon would be expected due to its useful lifespan ending. Poor condition.
Roof, Flat – Approximately 675 Squares of flat roofing in total for the 9 building. Flat roofs hold water and proper maintenance and inspections are required. No leaks at time of inspection.
Air Conditioner, Roof – 9 roof top air conditioning units, phased replacement has started and the last units are in need of replacement as they are at the end of their useful lives. Excellent to poor condition, depending on age.
Guard Rail, Aluminum – Approximately 6,100 linear feet of guard railing on the balconies to ensure the safety of the residence and guest. These are partly covered, which maximizes their useful lives. Inspections and repairs are highly recommended.
Backflow Preventor – Back flow preventors are starting to be phased replacement. Items at the end of their useful loves show signs of rust and damage. Excellent to poor condition, depending on age.
Fire Safety Guillotine – This is a fire safety tool that is located at the trash chutes. This helps prevent a rapid spread of fire by cutting off airflow from ground floor. These show signs of rust and corrosion and may fail a fire safety inspection based on their condition. Poor condition.
Entry Door, Steel – 9 steel case doors located at each trash area are in poor condition due to corrosion at the base of the door and jamb.
Pump Station – Located in each building used to regulate the pressure and raise the water up and into each unit. Repairs and upgrades to this system have been useful in extending the useful life. Pump stations appear well maintained and in very good condition.

General Site Elements

Parking Garage, Lattice, Wood and Vinyl – The lattice divides the enclosed parking garage from the street for security and also appearance. These are starting to rot and break off, expect replacement or failure soon due to this ending its useful life.
Security House, Concrete and Stucco – Security house looks to be in good condition and maintained well. Good condition.
Air Conditioner, Security House – This air conditioner is in fair condition.

Reserve Study Institute, LLC
Playground Equipment – Playground made from coated steel and plastic molded resin. Good condition.
Floating Dock, Wood – The floating dock wooden deck can be replaced without the need to replace the entire floating dock platform. The wooden decking and rails are in poor condition with partial repairs already started.
Floating Dock, Platform – 20’ x 16’ floating dock with guard rails. Good condition not appearing to be taking on any water and piers seem to be in good condition as well.
Floating Dock, Ramp, Aluminum – Aluminum ramp used to access the floating dock. Very good condition.
Tennis Court, Hard Court – Both Tennis courts were very well maintained and will extend useful life as a result. Good condition
Tennis Court, Lights – These lights primarily light only the tennis courts and show signs of rust on the poles and would consider replacement in the upcoming years. Good to fair condition.
Fence, Chain link and Windshield – This defines the tennis areas and helps knock the wind down for the players. Deferred maintenance required. Fair condition.
Exterior Parking Lights and Light Poles – These lights help light the parking spaces. Very good condition.
Concrete Curbs and Sidewalks, Partial – Concrete repairs on this property are starting to happen as vegetation growth is starting to break concrete curbs and some areas on the sidewalks as well. These areas were marked where the condition was very poor and failing.
Asphalt Pavement, Mill and Overlay, Phased – The asphalt areas are for the parking spaces not directly located in the concrete parking garage. The asphalt has reached the end of its useful life.
Asphalt Pavement, Crack Repair, Seal, and Coat – This is a maintenance aspect of asphalt to help extend the useful life of the entire asphalt roads and parking spots. Lots of repairs on the asphalt was noticed. Consider mill and overlay soon.
Fire Sprinkler Station – These pump systems supply water in case of a fire inside one of the buildings. One is in need of replacement while the other was replaced recently. Very poor condition on one and excellent condition on the recently replaced unit.
Lift Station – This removes waste water and sewage from the buildings and pumps into the
city’s sewage system. Was in working order at time of inspection. Good overall.
Signage, Front – Metal signage at the entrance along the concrete walls. Very good condition.
Security Automatic Gate, Aluminum – Gates that open to allow vehicle and person access into and out of the community. Good overall condition.
Security Automatic Gates Motor – These motors open and close the gates at the entry and exit points along the property. All working and in good condition
Fencing, Aluminum – Along the East side of the property and located at one side of the parking garage used to define and secure the property and residence. Average condition.

Reserve Study Institute, LLC
Pool Elements

Pool and Hot Tub, Re-Marcite – Pool surface that is visible. Very good condition.
Pool Pump and Heater System – These control the water in and out of the pool and also heats the entire system for added comfort. Good condition with little rust or corrosion.
Pool Area, Pavers, Stones, Partial – Stone pavers around most of the common areas around the office, gym, pool, outdoor kitchen, and hot tub. Very good condition.
Gazebo, Wood – This wood gazebo sits above the hot tub area. Fair condition.
Outdoor Kitchen and BBQ, Replacement – This kitchen area was in need of repair or total replacement. Poor condition.
Bathrooms – Bathrooms from off the pool area and also the house keeping area. Good condition.

Fitness Center Elements

Fitness Equipment – The fitness equipment is a total combination of free weights and machines. The machines seemed to be in great condition, the free weights were wrapped up at time of inspection due to COVID-19.
Air Conditioner – Located in the housekeeping and racquet ball areas as well as the gated area out front of the entrance into the community. Average to good condition

Clubhouse Elements

Kitchen, Replacement – Kitchens were just updated in the clubhouse meeting room, housekeeping areas. Very good overall condition.
Air Conditioner – Located in the housekeeping and racquet ball areas as well as the gated area out front of the entrance into the community. Average to good working condition.

Other Elements

Reserve Study Update – Reserve study is a snapshot in time that will require annual updates because factors and assumptions of the study can result in overfunding or underfunding of reserves. These factors include additions or disposals of reserve components, changes in inflation rate, changes in interest rate on investment income, and acceleration or deceleration of capital projects at the discretion of the Board.

PHOTOGRAPHS

ID: 001

Item Description:
Entrance signage

ID: 002

Item Description:
Security House at entrance

ID: 003

Item Description:
Clubhouse meeting room off pool area

ID: 004

Item Description:
Clubhouse with landscaping

Landscaping budgeted from operations.

ID: 005

Item Description:
Pavers at clubhouse

Pavers have a useful life of up to 50 years, excluded from study. Repairs included in operating budget.

ID: 006

Item Description:
Clubhouse kitchen

ID: 007

Item Description:
Electric and plumbing elements of pool and hot tub

ID: 008

Item Description:
Pool filters

ID: 009

Item Description:
Pool and hot tub heaters

ID: 010

Item Description:
Air handlers

ID: 011

Item Description:
Pool pump

Notes:
Good condition

ID: 012

Item Description:
Condensers on south side of clubhouse

ID: 013

Item Description:
Pool at clubhouse

ID: 014

Item Description:
Pavers at pool

Pavers have a useful life of up to 50 years, excluded from study. Repairs included in operating budget.

ID: 015

Item Description:
Outdoor kitchen and seating area

Note:
Damage to granite counter tops noted.

ID: 016

Item Description:
Playground

ID: 017

Item Description:
Bathrooms at pool area

ID: 018

Item Description:
Fire safety pump house

Concrete foundation has a useful life of up to 65 years, excluded from study.

ID: 019

Item Description:
Asphalt street

Notes:
Noted cracking and defects forming in asphalt and concrete curbs.

ID: 020

Item Description:
Second Fire safety pump house

Notes:
Rust has begun to set in and this pump system is reaching the end of its useful life.

ID: 021

Item Description:
Clean water pump station

Notes:
Used to create water pressure for each building.

ID: 022

Item Description:
Gazebo over hot tub area

ID: 023

Item Description:
New roof top air conditioner

.

ID: 024

Item Description:
Old roof top air conditioner

ID: 025

Item Description:
Concrete parking garage

.

ID: 026

Item Description:
Tennis courts with fence and windscreen

ID: 027

Item Description:
Fitness equipment

ID: 028

Item Description:
Parking garage lattice

ID: 029

Item Description:
Floating dock

ID: 030

Item Description:
Back flow preventor

ID: 031

Item Description:
Lift Station

ID: 032

Item Description:
Fire safety guillotine

ID: 033

Item Description:
Carpet hallways

ID: 034

Item Description:
Aluminum access ramp to floating dock platform

ID: 035

Item Description:
Elevators for each building

.

ID: 036

Item Description:
Building Exterior

ID: 037

Item Description:
Building exterior

ID: 038

Item Description:
Tennis court lights

Note:
Rust has begun to set in on this lighting system and reaching the end of its useful life.

ID: 039

Item Description:
Flat roof on each building

Note:
Flat roofs tend to hold water and require more attention than sloped roofs

ID: 040

Item Description:
Kitchen in housekeeping area

Note:
Newly renovated

ID: 041

Item Description:
Exterior with light pole

Reserve Study Institute, LLC
METHODOLOGY

This Reserve Study has been prepared to provide guidance to the Board of Directors to adequately prepare the Association to meet financial obligations with major maintenance, repair, and replacement of common element components. These financial obligations are best met through periodic contributions gradually instead of raising large sums of money through alternative means.

The Association can fund repairs and replacements in any combination of the following:

Increases in the operating budget during years when the shortages occur

Loans using borrowed capital for major replacements projects

Level monthly reserve assessments annually adjusted upward for inflation to increase reserves to fund the expected major future replacements

Special assessments

We do not advocate special assessments or loans unless near term circumstances dictate otherwise. Although loans provide a gradual method of funding a replacement, the costs are higher than if the Association were to accumulate reserves ahead of the actual replacement. Interest earnings on reserves also accumulate in this process of saving or reserving for future replacements, thereby defraying the amount of gradual reserve collections. We advocate the third method of level monthly reserve assessments with relatively minor annual adjustments for the following reasons:

Ensuring an equitable funding plan such that owners pay their “fair share” of the weathering
and aging of the commonly owned property each year

Level reserve assessments preserve the property

Preservation of the market value of owners’ properties

Compliance with governing documents, statutes, mortgages, and the like

Reduction (but not elimination) of risk of need for loans or special assessments

A reserve study is composed of two parts: the physical analysis and financial analysis. The physical analysis is a result of the onsite visit in which a visual observation of the property is conducted to collect data and review of data specific to the property’s reserve components, common areas, and limited common areas. Through this site visit and the use of source materials, we have quantified and established the reserve component inventory and assessed the physical condition of the Association’s reserve components. This information from the physical analysis is used to estimate the timing and cost of future anticipated expenses.

The financial analysis evaluates the condition of the Association’s reserve fund in relation to its income and anticipated expenses. To adequately forecast these expenditures over the 30-year projection period, current costs, projected inflation, and interest rates must be established. Recommendations are

Reserve Study Institute, LLC
then provided to establish a reserve fund that addresses anticipated expenses, without having to resort to special assessments.

These standards require a Reserve Component to have a “predictable remaining Useful Life.” Estimating Remaining Useful Lives and Reserve Expenditures beyond 30 years is often indeterminate. Long-Lived Property Elements are necessarily excluded from this analysis. We consider the following factors in our analysis.

The Cash Flow Method to compute, project, and illustrate the 30-year Reserve Funding Plan.

Local costs of materials, equipment, and labor.

Current and future costs of replacement for the Reserve Components.

Costs of demolition as part of the cost of replacement.

Local economic conditions and a historic perspective to arrive at our estimate of long-term future inflation for construction costs in Jacksonville, Florida at an annual inflation rate of 1.8%. Isolated or regional markets of greater construction (development) activity may experience slightly greater rates of inflation for both construction materials and labor.

The past and current maintenance practices of the Association and their effects on remaining useful lives.

The Funding Plan excludes necessary operating budget expenditures. It is our understanding that future operating budgets will provide for the ongoing normal maintenance of Reserve Components.

Physical Analysis
The Physical Analysis is the foundation of this Reserve Study, and the methods we used to conduct the Physical Analysis are outlined below.

Identification of Reserve Components
We identified major classes of property and then identified common elements that are likely to require capital repair or replacement for inclusion in the Financial Analysis. We identified reserve components from the Association’s Declaration and reviewed information provided to us and from conversations with Association’s management and the Board. We identified the following classes of property:

Reserve Components – Reserve components are elements that meet the Component Criteria in this section and are included in the Reserve Funding Plan of this study.

Excluded Property Components – These elements are the responsibility of the Association but are excluded from the study because they may require infrequent repairs and replacements, have unpredictable useful lives, or have useful lives that are greater than the scope of this study.

Reserve Study Institute, LLC
The Association budget for the repairs and replacements of these items from the operating budget.

Operating Budget Funded Repairs and Replacements – Operating budget provides funds for the repair and replacement of some items that meet the criteria of a Reserve Component but the Board has indicated will be funded from operations. These items are excluded from the Reserve Funding Plan of this study. If the Board elects to fund these items through the reserve budget, then we should be notified to include in a future study.

Property Maintained by Owners – Certain items have been designated as being the responsibility of the owners are excluded from the Reserve Funding Plan of this study

Property Maintained by Others – Certain items that are the responsibility of other entities (ex., municipalities and local governments) are excluded from the Reserve Funding Plan of this Study.

The Board should conduct an annual review of these classes of property to confirm its policy concerning the manner of funding from reserves or from the operating budget.

Site Visit
A site visit is conducted to assess the general condition of the property and its common areas. The onsite observation is visual in nature; no invasive or destructive testing is conducted. Sloped roofs, if any, are inspected from the ground for the safety or our personnel. Observations are recorded using a representative sampling of the Association’s common areas and reserve components. The component inventory and associated field measurements are also substantiated as part of the site visit.

Component Criteria
The components assessed in this study must meet four criteria to be included:

The components must be the responsibility of the Association for repair and maintenance

Replacement cost above a minimum threshold

The component must have a limited and predictable useful life

The useful life of the component must be within the projection period (i.e., not more than 30 years)

Damage to components associated with settlement, fire, earthquakes, flooding, extreme weather, other natural disasters and events, and misuse is not considered predictable or measurable, and are thus not included or allowed for in this study.

Determining Useful Life
The useful life of a reserve component relates to the number of years it is expected to last assuming reasonable care and maintenance. The prediction of reserve and building component life can be

Reserve Study Institute, LLC
considered no more than an informed estimate based upon information made available at the time of preparation of this report. The useful life is estimated based on information from various sources which include:

Historical data and information provided by the Association
Consultation with management groups and construction industry professionals
Manufacturer recommendations and industry guidelines
Published service life data
Manufacturers’ and suppliers’ data

Determining Remaining Useful Life
The remaining useful life of a reserve component relates to the number of years it is anticipated to be functional or useful. The remaining useful life is estimated based on information from various sources which include:

Age or years in service
Physical condition
Frequency and quality of care and maintenance
Environmental and weather affects
Design and quality of materials used

In addition to deterioration or anticipated failure of components, the remaining useful lives may be impacted by obsolesces. The accuracy of the estimate is contingent upon reliable information made available at the time of the report’s development. It is important to note that even with the highest degree of diligence and experience, outcomes will vary, and no guarantee can be given as to the timing or service life of the reserve components. All service life assessments in this report are based on the assumption that installation is carried out in accordance with manufacturer’s recommendations and installation instructions, together with industry standards of workmanship. Consideration is given to visible design and signs of improper installation of components that will have an impact upon the anticipated service life of the component

Maintenance Assumptions
The Board has some flexibility in choosing to pay for repairs and replacements from the operating or reserve funds. For items the Association has elected to pay from the operating fund as represented by the Association’s management, we have excluded these items from this study.

Financial Analysis
The Financial Analysis is based on the information gathered during the Physical Analysis and represents the long-term capital funding plan the Board can use to determine the level of reserve assessments for the Association. The methods we used to conduct the Financial Analysis are outlined below.

Determining Replacement Costs
Determining the replacement costs of components is accomplished in several ways which include:

Reserve Study Institute, LLC
Consulting with local vendors, manufacturers, and contractors
Comparisons can also be made to other associations of similar size and geographic location
Using can collaborative efforts by construction industry professionals

Once the current repair or replacement cost of each asset is estimated, it must be adjusted for future costs. Future costs include inflation and account for some market variability, and represent the anticipated cost of the asset at the end of its useful life when it is scheduled for repair or replacement.

Inflation Rate
The effect of inflation on the cost of reserve components is a key factor in the financial projections. We have used the 30-year average annual increase in the Consumer Price Index (CPI) as published by the
U.S. Bureau of Labor Statistics. This rate reflects a realistic appreciation of future costs for reserve components and assists the Association in adequately budgeting for increasing cost.

Interest Rate
The interest rate used in this report is formulated on a conservative rate of return based on the rate of return of three-year U.S. Treasury bill. We offer no guarantee or opinion in relation to investment decisions made by the Association or the rate of return achieved.

Current Reserve Balance
The analysis, recommendations, and financial projections made within this report are heavily reliant on information provided by the Association and its representatives. The starting reserve fund balance (current or projected) and member contribution totals are supplied by these sources. This information has not been audited nor have the financial projections or recommendations.

Percent Funded
Percent funded is calculated by dividing the Association’s current reserve fund balance by the fully funded balance. The percent funded measures how well prepared an Association is to meet its current and future repair and replacement obligations. Percent funded highlights the strength of the association’s reserve account in relation to the anticipated costs of repair and replacement.

Recommended Funding Plan
We recommend a funding plan that maintains reserve above an adequate, though not excess threshold during years of significant expenditures. We recommend regular reserve fund contributions and gradual increasing reserving over time to fund expenses for future repairs and replacements whenever possible. Sometimes we adjust reserve assessments up or down to account for items that include, but are not limited to, catching up reserves that are not fully funded or to prepare the Association adequately from one or more years of significant expenses. The reserve funding recommendation is designed to distribute the anticipated costs of maintaining common property components equitable to all owners over the 30-year projection period to the extent reasonable possible.

AND ASSUMPTIONS

Reserve Study Institute, LLC
STATEMENT OF LIMITATIONS

As a guideline for establishing and spending reserves, we assumed that the Reserve Study will be regularly updated to account for the Association’s changing physical, financial, technological, and regulatory conditions. As such, this report is valid at the date shown and Reserve Study Institute, LLC, cannot be held responsible for subsequent changes including, but not limited to, physical, chemical, economic, technological, or regulatory conditions over which we have no control.

This Reserve Study is based on non-invasive visual observation of the Association’s property. No invasive or destructive testing, or testing of materials was conducted during the inspections, or at any other time during the preparation of this report. Accordingly, we do not opine on, nor are we responsible for, the structure integrity of the property including its conformity to specific governmental code requirements, such as fire, building and safety, earthquake, and occupancy, or any physical defects that were not readily apparent during the inspection. Also, it is assumed that all building and ancillary components have been designed and constructed properly and that life cycles will approximate normal industry performance standards. Reserve Study Institute, LLC shall not be responsible for accurate determination of remaining life expectancies of components that may have been improperly designed and constructed. Our opinions of the remaining useful lives of the property elements do not represent a guarantee or warranty of performance of the products, materials, and workmanship.

Cost estimates used represent a preliminary opinion only and are neither a quote nor a warranty of actual costs that may be incurred. These estimates are based on typical cost data that may not fully characterize the scope of the underlying property conditions. It should be anticipated that actual cost outcomes will be impacted by varying physical and economic conditions, maintenance practices, changes in technology, and future regulatory actions.

The projected values and recommendations included in this study are strictly estimated representations of true values. The more distant the year, the lower the probability the values are accurate. The model is sensitive to initial expenses – especially when inflated over 30 years – thus, depending on the economic climate, the recommended reserve assessments may need to be increased or decreased.

We did not make any soil analysis or geological study with this report; nor were any water, oil, gas, coal, or other subsurface mineral and use rights or conditions investigated. Substances such as asbestos, urea-formaldehyde, other chemicals, toxic wastes, environmental mold or other potentially hazardous materials, if present, adversely affect the validity of this study. Our opinions are predicated on the assumption that there are no hazardous materials on or in the property. We assume no responsibility for any such conditions. We are not qualified to detect such substances, quantify the impact, or develop the remedial cost.

We make no representation or warranty, expressed or implied, with respect to the contents of this report or any part thereof and cannot accept any legal responsibility or liability for any inaccuracies, errors or omissions contained in this report or any part thereof. Our best professional judgment has

Reserve Study Institute, LLC
been used, however certain facts forming the basis of this report are subject to professional interpretation and differing conclusions could be reached.

We have relied on the Association’s management and the Board of Directors to disclose pertinent financial status of the Association. Assumptions regarding interest earned and inflation have been made according to the current financial trends and rates. Component and material quantities were determined by observation during the site visit.

This reserve study should be reviewed carefully as it may not include, nor are our methods designed to include, all common and limited common element components that will require major maintenance, repair, or replacement in future years, and may not include regular contributions to a reserve account for the cost of such maintenance, repair, or replacement. We have relied on the Association’s management and/or the Board of Directors to disclose to us any and all reserve components or assets that are the responsibility of the Association to maintain during the onsite visit. The failure to include a component, may, under some circumstances, require the Board to levy a special assessment for owners’ shares of common expenses for the cost of major maintenance, repair, or replacement of a reserve component.

We assume, without independent verification, the accuracy of all data provided to us. We performed no procedures to detect false, misleading, or incomplete information, or violations of any rules, regulations, or laws.

Restricted Use of Our Report – This report is intended for use by the Association’s management and the Board of Directors and is limited to only the purpose stated herein. Any use or reliance for any other purpose, by the Association’s management, the Board of Directors, or third parties, is invalid. The Association’s management and Board of Directors, or any other third parties viewing this report, should not reference our name or our report, in whole or in part, in any document prepared and/or distributed to third parties. This report contains intellectual property developed by Reserve Study Institute, LLC specific to this engagement and cannot be reproduced or distributed to those who conduct reserve studies without the expressed written consent of Reserve Study Institute, LLC.

Client Confidentiality – We will maintain the confidentiality of all conversations, documents provided to us, and the contents of our reports, subject to legal or administrative process or proceedings, though we reserve the right to include the Association’s name in our client lists.

Reserve Study Institute, LLC
PROFESSIONAL EXPERIENCE

MICHAEL H. RUSS, JR.
Reserve Analyst

Michael H. Russ a reserve analyst at the Reserve Study Institute, LLC. He is responsible for preparing both the physical analysis and financial analysis of Reserve Studies. Mr. Russ is also responsible for inspection and analysis of the condition of clients’ properties and recommending solutions to prolong the lives of the components. He also forecasts capital expenditures for the repairs or replacement of the property components and prepares technical reports on assignments for condominiums, townhomes, homeowners’ associations, other associations, and properties.

Professional Experience

Before founding Reserve Study Institute, LLC, Mr. Russ founded Florida Construction Industries, a construction firm based in Jacksonville, Florida. Mr. Russ also served as a financial Advisor for National Financial Services where he conducted examined financial projections, conducted cash flow analysis, evaluated various investment alternatives considering risk and inflation, also managed employee benefits for high-net-worth individuals and corporate clients.

The following highlights some of his professional experience:

Stone House Kitchens Consultant and Project Manager

Florida Construction Industries Founder

Advisor at National Financial Services Group

Property Manager

Advisor at National Financial Brokerage

Former Home Inspector

Volunteer CFO at Limbitless, Inc., A Non-Profit Organization

Education
Florida State College, Jacksonville, FL

Professional Affiliations/Designations
215 Licenses for Annuities, Life Insurance and Health Insurance ADA Americans with Disabilities Act Certified
NEFBA Certified North East Florida Builders Association

Reserve Study Institute, LLC
GLOSSARY

Cash Flow Method – A method of calculating Reserve contributions to the reserve fund designed to offset the variable annual expenditures from the reserve fund. Difference Reserve Funding Plans are tested against the anticipated schedule of reserve expenses until the desired funding goal is achieved.

Component – Also referred to as an “Asset.” Individual line items in the Reserve Study developed or updated in the physical analysis. Components typically meet four requirements: 1) Association’s responsibility, 2) limited useful lives, 3) predictable useful lives, and 4) above a minimum threshold cost.

Component Inventory – The task of selecting and quantifying reserve components, which can be accomplished through on-site visual observations, review of Association design and organizational documents, a review of established association precedents, and discussion with appropriate Association representatives.

Component Method – A method of developing a Reserve Funding Plan with the total contributions is based on the sum of the contributions for individual components.

Current Cost of Replacement – The amount required today derived from the quantity of a Reserve Component and its unit cost to replace or repair a Reserve Component using the most current technology and construction materials, duplicating the productive utility of the existing property at current local market prices for materials, labor, and manufactured equipment, contractors’ overhead, profit, and fees, but without provisions for building permits, overtime, bonuses for labor or premiums for material and equipment. We include removal and disposal costs where applicable.

Deficit – An actual or projected reserve balance that is less than the fully funded balance.

Effective Age – The difference between Useful Life (UL) and Remaining Useful Life (RUL)

Financial Analysis – The portion of the Reserve Study where current status of the reserves (measured as cash or percent funded) and a recommended reserve contribution rate (reserve funding plan) are derived, and the projected reserve income and expenses over time is presented.
.
Fully Funded Balances – The Reserve balance that is in direct proportion to the fraction of life “used up”
of the current Repair or Replacement costs similar to Total Accrued Depreciation.

Funding Goal (Threshold) – The stated purpose of this Reserve Study is to determine the adequate, not excessive, minimal threshold reserve balances.

Future Costs of Replacement – Reserve Expenditure derived from the inflated current cost of replacement or current cost of replacement as defined above, with consideration given to the effects of inflation on local market rates for materials, labor, and equipment.

Long-Lived Property Component – Property component of the Association responsibility not likely to require capital repair or replacement during the next 30 years with an unpredictable remaining Useful Life beyond the next 30 years.

Reserve Study Institute, LLC
Percent Funded – The ratio, at a particular point of time (typically the beginning of the Fiscal Year), of the actual (or projected) Reserve Balance to the Fully Funded Balance, expressed as a percentage.

Physical Analysis – The portion of the Reserve Study where the component evaluation, condition assessment, and life and valuation estimate tasks are performed.

Remaining Useful Life (RUL) – The estimated remaining functional or useful time in years of a Reserve Component based on its age, condition, and maintenance.

Reserve Balance – Actual or projected funds as of a particular point in time (typically the beginning and ending of the fiscal year) that the Association has identified for use to defray the future repair or replacement of those major components that the Association is obligated to maintain. Reserve balance is also commonly referred to as “reserves,” “reserve accounts”, or “cash reserves.” In this report, the reserve balance is based on information provided by management and is not audited.

Reserve Component – Property elements with: 1) the Association’s responsibility; 2) limited Useful Life expectances; 3) predictable Remaining Useful Life expectancies; and 4) a replacement cost above a minimum threshold.

Reserve Component Inventory – Line Items in Reserve Expenditures that identify a Reserve Component.

Reserve Contribution – An amount of money set aside or Reserve Assessment contributed to a Reserve Fund for future Reserve Expenditures to repair or replace Reserve Components.

Reserve Expenditure – Future Cost of Replacement of a Reserve Component.

Reserve Funding Plan – The portion of Reserve Study identify the Cash Flow Analysis and containing the recommended Reserve Contributions and projected annual expenditures, interest earned, and reserve balances.

Reserve Study – A budget planning tool that identifies both the current status of the reserve fund and a stable and equitable Funding Plan designed to offset the anticipated future major common area expenditures. The Reserve Study consists of two parts: 1) Physical Analysis and 2) Financial Analysis.

Special Assessment – An assessment levied on the members of an Association by the Board of Directors in addition to regular assessments.

Surplus – An actual or projected reserve balance that is greater than the fully funded balance.

Useful Life (UL) – The estimated total time, in years, that a Reserve Component is expected to serve its intended function in its present application or installation.

FIFTH ORDER OF BUSINESS

Volume of Work
Previously Awarded to Consultant by District

Consider the capabilities

and experience of key
personnel within

the Past performance for other

firm	including

certification,	training,

Community	Development Consider the geographic Consider the
Districts in other contracts; location of the firm’s consultant’s ability and

and
affiliations memberships professional

education;
and with

amount of experience on headquarters,	offices desire to meet time and
similar projects; character, and	personnel	in budget requirements

integrity,

reputation,

of relation to the project.

respondent; etc.

Consider whether
the firm is a Certified Minority Business Enterprise. Award either all eligible points or none.

Consider the	Consider the desire to recent, current and diversify the firms that projected	receive work from the workloads of the  District; etc.
firm.

organizations; etc.

including rates, staffing
levels and past performance on previous projects; etc.

Taylor & White

Matthews

Alliant

5

10

5

15

5

30

30

Proposer

Total Points

Pine Ridge Community Development District	
Engineering Selection Evaluation Criteria	

Ability and Adequacy of Professional Personnel	

Consultant’s Past Performance	

Geographic Location	
Willingness to Meet Time and Budget Requirements	

Certified Minority Business Enterprise	

Recent, Current and Projected Workloads	

QUALIFICATIONS

Engineering Services

Prepared for:
Pine Ridge Plantation Community Development District
Clay County, Florida Prepared by:

December 28, 2023

Image Courtesy Pine Ridge Plantation CDD

ARCHITECT - ENGINEER QUALIFICATIONS

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)

2. PUBLIC NOTICE DATE

3. SOLICITATION OR PROJECT NUMBER

Request for Qualifications for the Pine Ridge Plantation Community Development District, Clay County, FL
ARCHITECT-ENGINEER POINT OF CONTACT

NAME AND TITLE
Brice Nelson, PE/Project Manager

NAME OF FIRM

Alliant Engineering, Inc.

6. TELEPHONE NUMBER
(904) 723-4895	7. FAX NUMBER
NA	8. E-MAIL ADDRESS
bnelson@alliant-inc.com	
PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)
	(Check)	
9. FIRM NAME	
10. ADDRESS	
11. ROLE IN THIS CONTRACT	
	PRIME	J-V PARTNER	SUBCON- TRACTOR				

a.	

X			
Alliant Engineering, Inc.

X CHECK IF BRANCH OFFICE	10475 Fortune Pkwy Ste 101,
Jacksonville, FL 32256	Project Management, Civil, Landscape	

b.			
X	ECS Florida, LLC

X CHECK IF BRANCH OFFICE	11554 Davis Creek Court, Jacksonville, FL 32256	Environmental Services	

c.			
X	
Meskel & Associates Engineering
CHECK IF BRANCH OFFICE	3728 Philips Highway, Suite 208
Jacksonville, FL 32207	Geotechnical Services	

d.			

X	Alliant Florida (A wholly owned subsidiary of Alliant Engineering, Inc.)
X	CHECK IF BRANCH OFFICE	10475 Fortune Pkwy Ste 101,
Jacksonville, FL 32256	Land Surveying	

e.				

CHECK IF BRANCH OFFICE			

f.				

CHECK IF BRANCH OFFICE			
ORGANIZATIONAL CHART OF PROPOSED TEAM	(Attached)

AUTHORIZED FOR LOCAL REPRODUCTION

STANDARD FORM 330 (REV. 7/2021)

Pine Ridge Plantation Community Development District

QC Manager
Curt Wimpée, PE (Alliant)

Project Manager
Brice Nelson, PE (Alliant)

Engineer
Adam Oestman, EIT
(Alliant)

Project Coordinator Amie Lozanski (Alliant)

Geotechnical Brent Harbison, PE (Meskel & Associates
Engineering)

Environmental
TBD
(ECS Florida, LL)

Landscape
Design
David Schmidt (Alliant)

Senior Engineer Joe Schofield (Alliant)

12. NAME
Brice Nelson, PE	13. ROLE IN THIS CONTRACT
Project Manager	14. YEARS EXPERIENCE	
		a.	TOTAL
23	b.	WITH CURRENT FIRM
Less than 1 Year	
FIRM NAME AND LOCATION (City and State)
Alliant Engineering, Inc. (Jacksonville, FL)
16. EDUCATION (Degree and Specialization)

B.S. Civil Engineering, Southern Illinois University MBA, University of Mary	17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Engineer in Florida (97162); South Dakota (15708); North Dakota (PE-8217); Iowa (P27204);
Virginia (0402049573)	
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Brice has 23 years of experience working as a civil engineer in multiple roles on a variety of projects from storm water management to road realignment. He is familiar with municipal design, water and sewer distribution and storm water management. Brice has extensive experience in acting as the City Engineer capacity for several small towns throughout his career.
	19. RELEVANT PROJECTS		

a.	(1) TITLE AND LOCATION (City and State)
PROJECT MANAGER – CITY ENGINEERING SERVICES – BERTHOLD, ND	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2014	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Brice has served as the client contact for the city engineering services with the City of Berthold for over three
(3) years. The City of Berthold renewed their contract for City Engineer Services, showing job satisfaction. Brice regularly attended City Council meetings, has helped advise the city on technical issues with regards to developer agreements, assisted with engineering reviews of developments, design of a bulk water station and assisted with obtaining funding for major projects.	Check if project performed with current firm	

b.	(1) TITLE AND LOCATION (City and State)
PROJECT MANAGER – CITY ENGINEERING SERVICES – ROSS, ND	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2016	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Brice has served as the client contact for the city engineering services with the City of Ross for five (5) years. The City of Ross put full trust in Brice to guide the City for all their engineering needs, showing job satisfaction. Brice has helped advise the city on technical issues with regards to developer agreements, assisted with engineering reviews of developments, collaborated with the department of health to perform inspections to obtain permit approval of a watermain that had been installed by a contractor without proper approvals (prior to hiring for City Engineer Services), assisted the city to come into compliance with the department of health with their drinking water by switching over to the R&T Water, assisted with permits from BNSF to bore under the railroad to construct a new watermain throughout the city. design of the watermain/sewer/roadway improvements, regularly attended City Council meetings, and assisted with obtaining funding for major projects.	
Check if project performed with current firm	

c.	(1) TITLE AND LOCATION (City and State)
PROJECT MANAGER – CITY ENGINEERING SERVICES – GALESBURG, WI	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2021	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Brice has served as the client contact for the city engineering services with the City of Galesburg for five (5) years. The City of Galesburg put full trust in Brice to guide the City for all their engineering needs, showing job satisfaction. Brice regularly attended City Council meetings, has helped advise the city on technical issues with regards to NPDES permits, assessments of new water quality regulations, prepared Preliminary Engineering Reports, advised how to meet new standards through water quality trade projects, designed improvements to the lagoon, preparation of bids, construction inspection and coordination with funding agencies.	Check if project performed with current firm	

d.	(1) TITLE AND LOCATION (City and State)
PROJECT MANAGER – CITY ENGINEERING SERVICES – ALMA CENTER, WI	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2021	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Brice has served as the client contact for the city engineering services with the City of Alma Center for five
(5) years. The City of Alma Center put full trust in Brice to guide the City for all their engineering needs, showing job satisfaction. Brice has helped advise the city on technical issues with regards to redundancy issues with their water distribution system, preparation of Preliminary Engineer Reports, design of a new well and watermain, preparation of asset management report of their utilities, preparation of bids, construction inspection, and coordination with funding agencies.	Check if project performed with current firm	

e.	(1) TITLE AND LOCATION (City and State)
ALMA CENTER WELL AND WATERMAIN EXTENSION, ALMA CENTER, WISCONSIN	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2019	CONSTRUCTION (If applicable)
2020	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
The city upgraded its century-old well with a second one, funded through the SRF program. A PER report and asset management plan, along with a WaterCAD model, were crucial for principal forgiveness. Two watermain extension plans were presented, involving permits from ACOE and DOT, including a direct bore under a state highway. Construction oversight, monthly representation for SRF funding, and funding closeout were managed. Coordination with the state ensured loan repayment feasibility and resident-friendly rate adjustments, requiring regular updates at City Council meetings for transparency and satisfaction.	Check if project performed with current firm	

EDUCATION (Degree and Specialization)

B.S. Civil Engineering, University of Minnesota

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

Professional Engineer in Florida (79764); Minnesota (40487) Georgia; (031340); N. Carolina (053415); S. Carolina (41355); Tennessee (125610)

12. NAME
Curt Wimpée, PE	13. ROLE IN THIS CONTRACT
Quality Manager	14. YEARS EXPERIENCE	
		a. TOTAL
28	b. WITH CURRENT FIRM
8	

20. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Curt is a Vice President at Alliant and has 28 years of experience in municipal engineering, land development and transportation. Curt’s experience includes localized and regional utility extensions, lift stations, City and DOT roadway reconstructions and new roadways, MOT plans, signage and striping plans, concrete and asphalt pavement design, storm water management systems, regional drainage studies, residential mixed use, and large-scale commercial developments.
	21. RELEVANT PROJECTS		

a.	(1) TITLE AND LOCATION (City and State)
City Engineer (consultant) for Bunnell, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2016 – Present	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Performed as Engineer of Record for numerous City infrastructure projects. Projects included roadway paving/assessment/rehabilitation/replacement, stormwater system design and modeling, watermain (potable and reclaim) extensions/rehabilitation/replacements, sanitary sewer design/rehabilitation. Cost estimating and engineering reports associated with all aspects of these infrastructure projects. City Council presentations and representation. Public messaging and interaction.	X Check if project performed with current firm	

b.	(1) TITLE AND LOCATION (City and State)
City Engineer (consultant) for Flagler Beach, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2017 – Present	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Performed as Engineer of Record for numerous City infrastructure projects. Projects included roadway paving/assessment/rehabilitation/replacement, stormwater system design and modeling, watermain (potable and reclaim) extensions/rehabilitation/replacements, sanitary sewer design/rehabilitation. Cost estimating and engineering reports associated with all aspects of these infrastructure projects. City Council presentations and representation. Public messaging and interaction.	X Check if project performed with current firm	

c.	(1) TITLE AND LOCATION (City and State)
Civil Engineer for Mendota Heights, MN	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
1996 – 2000	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Performed as Engineer of Record for numerous City infrastructure projects. Projects included roadway paving/assessment/rehabilitation/replacement, stormwater system design and modeling, watermain (potable and reclaim) extensions/rehabilitation/replacements, sanitary sewer design/rehabilitation. Cost estimating and engineering reports associated with all aspects of these infrastructure projects. City Council presentations and representation. Public messaging and interaction.	Check if project performed with current firm	

d.	(1) TITLE AND LOCATION (City and State)
City Engineer (consultant) for Two Harbors, MN	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2012 – 2014	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
City Engineer performing all aspects of design for City improvement projects. Representative projects included approximately 6 miles of roadway and utility reconstruction for rural to urban street reconstructions. Tasks included complete corridor survey of projects, design, cost estimating, bidding and award, and full time construction inspection.	Check if project performed with current firm	

e.	(1) TITLE AND LOCATION (City and State)
City Engineer (consultant) for Scanlon, MN	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2012 – 2014	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Performed as Engineer of Record for numerous City infrastructure projects. Projects included roadway paving/assessment/rehabilitation/replacement, stormwater system design and modeling, watermain (potable and reclaim) extensions/rehabilitation/replacements, sanitary sewer design/rehabilitation. Cost estimating and engineering reports associated with all aspects of these infrastructure projects. City Council presentations and representation. Public messaging and interaction.	Check if project performed with current firm	

EDUCATION (Degree and Specialization)

MBA St. Leo University; B.S. Civil Engineering, University of North Florida

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

Professional Engineer in Florida (69219)

12. NAME
Joe Schofield, PE	13. ROLE IN THIS CONTRACT
Senior Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
21	b. WITH CURRENT FIRM
2.5	

22. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Mr. Schofield is a Senior Engineer with 18 years of experience in civil design and construction oversight. He has provided design, review, and/or management of hundreds of public and private roadway and site development projects in the southeast United States. He has partnered with dozens of State Agencies and local communities to advance a wide variety of projects to improve transportation infrastructure across the continental United States.
	23. RELEVANT PROJECTS		

a.	(1) TITLE AND LOCATION (City and State)
Shadow Crest at Rolling Hills CDD (Phases 3B & 3C), Green Cove Springs, Clay County, FL.	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2023	CONSTRUCTION (If applicable)
2023	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Mr. Schofield assisted the CDD to secure electrical and landscape maintenance easements. He also reviewed all contractor, vendor, and supplier invoice and pay application to help ensure proper use of the bond funds. Scope included cost estimating and writing the Engineer's Report for Shadow Crest phase of the District full planned build-out.	X Check if project performed with current firm	

b.	(1) TITLE AND LOCATION (City and State)
Beachview Cove Subdivision, Ormond Beach, Volusia County, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2023	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project manager and engineering overseeing design and permitting for a 28-lot single-family subdivision with private lift station on A-1-A adjacent the Atlantic Ocean. All entitlements received and construction underway. Project includes a planned FPL power pole relocation, work within the coastal construction control line (CCCL), and coordination of turtle friendly street lighting design.	X Check if project performed with current firm	

c.	(1) TITLE AND LOCATION (City and State)
Ponce Preserve Subdivision, Palm Coast, Flagler County, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project manager and engineering overseeing design and permitting for a 74-lot single-family subdivision. All entitlements have been received and construction start date undetermined.	X Check if project performed with current firm	

d.	(1) TITLE AND LOCATION (City and State)
Ryan’s Landing Subdivision, Palm Coast, Flagler County, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2023	CONSTRUCTION (If applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project manager and engineering overseeing design and permitting for a 95-lot single-family subdivision. All entitlements have been received and construction start date undetermined.	X Check if project performed with current firm	

e.	(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES	CONSTRUCTION (If applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	Check if project performed with current firm	

12. NAME
Adam Oestman, EIT	13. ROLE IN THIS CONTRACT
Production Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
6	b. WITH CURRENT FIRM
2.5	

16. EDUCATION (Degree and Specialization)

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

B.S. Civil Engineering Technology, Murray State University

Engineer in Training
(PE Pending)

24. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

Mr. Oestman has more than six years of experience in the design and construction of private infrastructure projects. He has worked on numerous developments and infrastructure improvements for commercial, medical, municipal, and residential projects around the country. Typical project requirements are land acquisition contract review, site assessment, land planning, development cost analysis, scheduling, approval coordination preparation of contract documents, and construction administration.
	25. RELEVANT PROJECTS		

a.	(1) TITLE AND LOCATION (City and State)
City of DeLand Reclaim Main Extension, DeLand, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2023	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Lead design engineer preparing the construction documents for a +-6000 LF Reclaim main extension		X	Check if project performed with current firm	

b.	(1) TITLE AND LOCATION (City and State)
Shadow Crest At Rolling Hills CDD Single Family Subdivision, Green Cove Springs, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2021	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Lead design engineer preparing the construction documents for a 247 single-family residential subdivision, as well as associated construction administration throughout the project.		X	Check if project performed with current firm	

c.	(1) TITLE AND LOCATION (City and State)
Sawmill Branch at Palm Coast Park CDD - Multiple Phases, Palm Coast, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Lead design engineer preparing the construction documents for multiple single-family residential subdivision phases totaling over 1000 lots		X	Check if project performed with current firm	

d.	(1) TITLE AND LOCATION (City and State)
Spring Lake at Palm Coast Park CDD – Multiple Phases, Palm Coast, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2022	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Preparing the construction documents, cost-estimates, and associated construction administration for
multiple single-family residential subdivision phases for a total of 421 lots	

e.	(1) TITLE AND LOCATION (City and State)
Hymon Circle Drainage Improvements – City of Bunnell, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2023	CONSTRUCTION (If applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Design engineer preparing the construction documents for a two phase project in the City of Bunnell, including +-2000 LF of road-side drainage improvements, as well as +-3000 LF of existing drainage ditch improvements		X	Check if project performed with current firm	

12. NAME
David Schmidt, ASLA	13. ROLE IN THIS CONTRACT
Landscape Design	14. YEARS EXPERIENCE	
		a. TOTAL
16	b. WITH CURRENT FIRM
Less than 1 year	
FIRM NAME AND LOCATION (City and State)
Alliant Engineering, Inc. (Jacksonville, FL)
EDUCATION (Degree and Specialization)	17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

B.S. Landscape Architecture, University of Arkansas, Minor in Horticulture

ASLA; Currently pursuing licensure as a Landscape Architect in Florida in 2023

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Mr. Schmidt has more than 16 years of experience in the fields of land development planning, landscape architecture, urban design, and project management and is the Director of Landscape Architecture at Alliant. His primary responsibilities include project management, regulatory approvals, site layout and design, construction documentation, regional and community planning, and graphic design.

(1) TITLE AND LOCATION (City and State) Reverie at Trailmark, St. Augustine, FL

RELEVANT PROJECTS

YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

2018-2020	2019-2023

BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Reverie at Trailmark, St. Augustine, FL — served as the project manager and designer responsible for the
neighborhood entry, common area, pocket parks, beer garden, dog park, and amenities at the clubhouse. Reverie is a 55+ Master Planned Community located in St. Augustine Florida permitted as a Community Development District developed by Dream Finders Homes, LLC. Reverie consists of 487 class A single family homes, and 4,600 SF Neighborhood Clubhouse
TITLE AND LOCATION (City and State)
Sweetgrass, St. Mary's, GA

Check if project performed with current firm

YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2023

BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Served as the project manager and designer responsible for the neighborhood entry, common area, pocket parks, beer garden, dog park, and amenities at the clubhouse. Sweetgrass is a 150 Acre Master Planned Community located in St. Mary’s Georgia developed by Tierra Linda Development, LLC. Sweetgrass consists of 312 class A multifamily units, 194 townhomes, 143 single family homes, and 212,600 SF of commercial. The Sweetgrass project will end up as home to almost 650 families in walkable, mixed-use neighborhoods that provide not only housing but places for working, shopping, recreation, and civic engagement.
TITLE AND LOCATION (City and State)
Bradenton Riverwalk, Bradenton, FL

X Check if project performed with current firm

YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

2008-2012	2012

BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
My team was responsible for various project components, such as data collection, landscape design, color renderings and 3D modeling for the master plan. Kimley-Horn completed the master planning process for the 1.5-mile-long riverfront area in Bradenton known as the Riverwalk. Services included a grants/funding
analysis, master planning, public involvement, design development, and stakeholder coordination. Unanimous approval was given from the Bradenton City Council with the preparation of construction documents and permitting drawings.

Check if project performed with current firm

TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	Check if project performed with current firm

TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	Check if project performed with current firm

12. NAME
Joe Brinson, PWS	13. ROLE IN THIS CONTRACT
Environmental Senior Project Manager	14. YEARS EXPERIENCE	
		a. TOTAL
27	b. WITH CURRENT FIRM
2	
15. FIRM NAME AND LOCATION (City and State)
ECS Florida, LLC - Jacksonville, FL

16. EDUCATION (Degree and Specialization)

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

Bachelor of Science, 1996, Forest Resource Management/Forest Biometrics, University of Georgia, Athens, GA

Professional Wetland Scientist

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Mr. Brinson is an Environmental Senior Project Manager for ECS and has more than 26 years’ experience in wetland permitting, species, timber assessments, greenbelts and tree / arborist services. His responsibilities include the daily management of all phases of environmental projects to include proposal preparation and review, environmental compliance (spec/NPDES), budgeting daily and ongoing activities, preparation and review of reports, daily on-going client interaction, developing a client database, invoicing and marketing. In his role, Mr. Brinson serves as a mentor to junior staff members on various environmental projects and assists senior staff in marketing initiatives.
	29. RELEVANT PROJECTS		

a.	(1) TITLE AND LOCATION (City and State)
Town Center Boulevard Property, Palm Coast, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2023	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project Manager. ECS scientist completed a Ecological Diligence. The purpose of the field visit was to evaluate the site for the occurrence and/or potential for occurrence of jurisdictional wetlands and/or protected wildlife species and their habitats. ECS Fees: $1,850 Size: 5.09 acres	X Check if project performed with current firm	

b.	(1) TITLE AND LOCATION (City and State)
Dix Ellis, Jacksonville, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2023	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project Manager. ECS scientist completed a Preliminary Wetlands Determination. The purpose of the field visit was to evaluate the site for the occurrence and/or potential for occurrence of jurisdictional wetlands and/or protected wildlife species and their habitats. ECS Fees: $1,500 Size: .77 acres	X Check if project performed with current firm	

c.	(1) TITLE AND LOCATION (City and State)
Beautyrest Avenue Property, Jacksonville, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2022	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project Manager. ECS scientist completed a Ecological Due Diligence with CRAS. The purpose of the field visit was to evaluate the site for the occurrence and/or potential for occurrence of jurisdictional wetlands and/or protected wildlife species and their habitats. ECS Fees: $6,650 Size: 3.88 acres	X Check if project performed with current firm	

d.	(1) TITLE AND LOCATION (City and State)
First Coast Expressway Property, Middleburg, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2021	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project Manager. ECS completed a Preliminary Wetlands Determination and Preliminary Threatened & Endangered Species Survey. The purpose of the field visit was to evaluate the site for the occurrence and/or potential for occurrence of jurisdictional wetlands and/or protected wildlife species and their habitat. ECS Fees: $6,650 Size: 3.88 acres	X Check if project performed with current firm	

e.	(1) TITLE AND LOCATION (City and State)
Bainbridge Nocatee Parkway Project, Jacksonville, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES 2021	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE
Project Manager. ECS completed a Preliminary Wetlands Determination and Preliminary Threatened & Endangered Species Survey. The purpose of the field visit was to evaluate th site for the occurrence and/or potential for occurrence of jurisdictional wetlands and/or protected wildlife species and/or habitat on the site and its relevant surroundings. ECS Fees: $2,300 Size: 13.5 acres	X Check if project performed with current firm	

RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete on Section E for each key person)
12. NAME
Brett H. Harbison, P.E.	13. ROLE IN THIS CONTRACT
Senior Geotechnical Engineer/Project Manager	14. YEARS EXPERIENCE	
		a. TOTAL
16	b. WITH CURRENT FIRM
5	
15. FIRM NAME AND LOCATION (City and State)
Meskel & Associates Engineering, PLLC, Jacksonville, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)
B.S. Civil Engineering, Florida State University, 2007; Graduate Courses University of Central Florida	17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)
Professional Engineer, Florida P.E. 74679 Professional Engineer, Georgia PE037919	
OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Certified SmartPile EDC System (User ID # 020FL0029-13), Florida Engineering Leadership Institute Graduate 2015, American Society of Highway
 Engineers (ASHE), North Florida, ASHE Community Outreach Chairman, TCI Young Professional of the Year 2017	
RELEVANT PROJECTS

a.	(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED	
	City of Jacksonville (COJ) Northbank Bulkhead Replacement, Jacksonville, Florida	PROFESSIONAL SERVICES
2020 - Present	CONSTRUCTION (if
applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	 Check if project performed with current firm Geotechnical Engineer responsible for coordinating the geotechnical exploration to replace the existing bulkhead along the northern bank of the St. Johns River in downtown Jacksonville extending approximately between the Fuller Warren bridge and Liberty Street. The project will include constructing a new bulkhead wall in front (waterside) of the existing bulkhead and installing anchors through the existing bulkhead. MAE’s scope of work included land and waterside Standard Penetration Test (SPT) borings, rock coring, laboratory testing, and engineering analysis for the design and construction of the new bulkhead and anchors. (Contract Value: $384,800 )	

b.	(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED	
	City of Jacksonville Sidewalks and Pedestrian Improvements, Jacksonville, Florida	PROFESSIONAL SERVICES
2014-2020	CONSTRUCTION (if
applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	 Check if project performed with current firm Geotechnical Project Manager. MAE’s services for projects under this contract consist of geotechnical exploration and engineering analysis for tasks such as new sidewalks, drainage improvements, culvert extensions and replacement, and retaining walls. Typically, the geotechnical exploration included mobilizing our truck-mounted drill rig to City roads and highways. Following subsurface exploration, laboratory testing, and geotechnical engineering analysis, MAE provided geotechnical recommendations and site preparation recommendations. These recommendations included clearing and stripping; temporary groundwater control; soil parameters for culvert design; excavation protection; and structural backfill and compaction of structural backfill. (Contract Value $128,740)	

c.	(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED	
	Lonnie Miller Sr. Regional Park Structures & Pedestrian Trail, Jacksonville, FL	PROFESSIONAL SERVICES
2018	CONSTRUCTION (if
applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	 Check if project performed with current firm Geotechnical/Soils Engineer. Park improvements proposed for this park included multiple new courts, multi-use fields, playgrounds, pavilions, new parking areas, elevated boardwalks, restroom and concession facilities, 2-story concrete scorer’s building and 2,700 linear feet of asphalt surfaced pedestrian trail. Geotechnical explorations were performed. Reporting was presented and included design recommendations for shallow foundations, groundwater control and underdrain recommendations for field areas, and recommendations for construction of asphalt pavement base and structural courses for the trail system. Site preparation and earthwork recommendations included clearing and stripping, removal and replacement of deleterious soils/debris encountered, temporary groundwater control, and placement/compaction of fill and backfill soils. (Contract Value: $37,800)	

d.	(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED	
	FDOT District 2, I-95 Nassau River Bridge Improvements, Duval/Nassau County Line, FL	PROFESSIONAL SERVICES
2021	CONSTRUCTION (if
applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	 Check if project performed with current firm Foundation/Geotechnical Engineer of Record (GEOR)/Project Manager responsible for field coordination, laboratory shear strength testing, rock core strength testing, and geotechnical analyses to support design and construction of non-redundant drilled shafts to support crutch bents proposed for the existing I-95 north and southbound bridges. Brett directed field crews and staff in performing 24 Standard Penetration Test (SPT) borings in tidally inundated project area using amphibious and spud barge platforms. Borings were advanced to depths of 125 feet below the river mudline. Static axial shaft capacities were estimated to determine anticipated shaft tip elevations. Engineering reports were prepared including drilled shaft analyses, soil parameter recommendations for lateral analyses, and shaft installation/construction recommendations. (Contract Value: $670,825)	

e.	(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED	
	
Moncrief Pedestrian Bridge Span Replacement, Jacksonville, Florida	PROFESSIONAL SERVICES
2022	CONSTRUCTION (if
applicable)	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	 Check if project performed with current firm
Senior Engineer responsible for the geotechnical exploration, laboratory testing, and engineering analysis for the pedestrian bridge. The main span and extended ramps will be supported on 54-inch non-redundant drilled shafts. The existing bridge is approximately 70 to 75 feet long and the replacement bridge will be of similar length. (Contract Value $14,000 est.)	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if notspecified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
1	
21. TITLE AND LOCATION (City and State)
Shadow Crest at Rolling Hills CDD (Phases 3B & 3C), GCS, FL	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
2021 – 2023	CONSTRUCTION (If applicable)
2023	

b.	PROJECT OWNER
Rolling Hills CDD	b. POINT OF CONTACT NAME
Marilee Giles	c. POINT OF CONTACT TELEPHONE NUMBER
904-940-5850 x412	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

CDD constructed by bond issuance infrastructure to support a 247-lot single-family platted phase of the community. Joe Schofield is the acting District Engineer for this part of the District, who is also the Engineer of Record.

Project required coordination with the primary CDD Engineer to coordinate ongoing construction of a prior phase adjacent Shadow Crest. Construction ran concurrently, so both Engineer's attended each monthly Board meeting to give Engineer's updates on each respective project. The prior phase included construction of a lift station to receive effluent from both projects.

Mr. Schofield assisted the CDD to secure electrical and landscape maintenance easements. He also reviewed all contractor, vendor, and supplier invoice and pay application to help ensure proper use of the bond funds. Scope included cost estimating and writing the Engineer's Report for Shadow Crest phase of the District full planned build-out.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Alliant Engineering, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Project Engineer	

b.	(1) FIRM NAME
Alliant Floida, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Land Surveying	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if notspecified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
2	
21. TITLE AND LOCATION (City and State)
Spring Lake Subdivision	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
2019 – 2022	CONSTRUCTION (If applicable)
NA	

d.  PROJECT OWNER
Sunbelt Land Management	b. POINT OF CONTACT NAME
Ken Belshe	c. POINT OF CONTACT TELEPHONE NUMBER
386-986-2411	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Engineer of Record for complete design and permitting of 421 unit CDD residential subdivision. Provided all aspects of oversight and design. Provided Certified Engineer’s Report including cost estimating for Palm Coast Park Community Development District (CDD).

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Alliant Engineering, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Project Engineer	

b.	(1) FIRM NAME
Alliant Florida, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Land Surveying	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if notspecified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
3	
21. TITLE AND LOCATION (City and State)
Bunnell Westside Sewer Improvements - Phase 1, Bunnell, FL	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
2020	

a. PROJECT OWNER
City of Bunnell	b. POINT OF CONTACT NAME
Dustin Vost	c. POINT OF CONTACT TELEPHONE NUMBER
386.437.7515	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Alliant prepared and submitted a St. Johns River Water Management District REDI Grant Application on behalf of the City of Bunnell, FL. The application was ranked #1 by the SJRWMD. The project consisted of sanitary sewer CIPP lining, lift station upgrades, and regional storm sewer and swale improvements to address ongoing flooding issues in this Deen Road neighborhood.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Alliant Engineering, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Project Engineer	

b.	(1) FIRM NAME
Alliant Florida, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Land Surveying	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if notspecified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
4	
21. TITLE AND LOCATION (City and State)
Flagler Beach Slip Lining Rehab, Flagler Beach, FL	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
2020	

a. PROJECT OWNER
City of Flagler Beach	b. POINT OF CONTACT NAME
Lee Richards	c. POINT OF CONTACT TELEPHONE NUMBER
386-517-2000 ext. 248	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Alliant prepared and submitted a St. Johns River Water Management District REDI Grant Application on behalf of the City of Bunnell, FL. The project was funded by the SJRWMD and Alliant performed a 1.1-mile route survey along SR 100 (Moody Blvd) in the City of Bunnell from Grand Reserve Parkway to North Palmetto Street. This required deed research for all adjacent properties along the route including FDOT right-of-way. Alliant also prepared design and bid Documents for a reclaimed water main.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Alliant Engineering, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Project Engineer	

b.	(1) FIRM NAME
Alliant Florida, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Land Surveying	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if notspecified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
5	
21. TITLE AND LOCATION (City and State)
Sweetgrass Apartments (Phase 1) Enhanced Landscape	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
NA	

a. PROJECT OWNER
Sweetgrass Acquisition LLC	b. POINT OF CONTACT NAME
Ron Buckley	c. POINT OF CONTACT TELEPHONE NUMBER
904-247-5334	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Sweetgrass is a 150 Acre Master Planned Development located in St. Mary’s Georgia for Tierra Linda Development, LLC. Sweetgrass consists of 312 class A multifamily units, 194 townhomes, 143 single family homes, and 212,600 SF of commercial. Working in collaboration with the client, architect, and interior designer, the Sweetgrass project will end up as home to almost 650 families in walkable, mixed-use neighborhoods that provide not only housing but places for working, shopping, recreation, and civic engagement. My team’s services included project management for the design of the enhanced landscape, irrigation, neighborhood clubhouse amenity area which included the clubhouse pool deck, shade structures, outdoor kitchen, landscape architecture, hardscape, site electrical engineering (managed sub), mail kiosk, design of the neighborhood entry monument, security gate, dog park and all site civil design with permitting.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Alliant Engineering, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Project Engineer	

b.	(1) FIRM NAME
Alliant Florida, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Land Surveying	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if notspecified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
6	
21. TITLE AND LOCATION (City and State)
Trout Creek Community Development District, St. Augustine, FL	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
NA	
PROJECT OWNER'S INFORMATION

a. PROJECT OWNER
Trout Creek CDD	b. POINT OF CONTACT NAME
Melissa Dobbins	c. POINT OF CONTACT TELEPHONE NUMBER
904.436.6270	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

ECS completed an Arboriculture Assessment for the landscape tree decline predominantly live oaks with a few magnolias. ECS understood the trees started to decline approximately two years after they were planted. ECS scope of work included assessing the current condition of landscaping trees along Shearwater Parkway, determine whether conditions require removal and recommend an appropriate course of action for remediation. Investigative methods used were visual inspection of roots and tree, soil ph and nutrient analysis, root excavation, general leaf density analysis, irrigation water ph testing and bulk density testing of the soil.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
ECS Florida, LLC	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Environmental	

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if notspecified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
7	
21. TITLE AND LOCATION (City and State)
Tapestry Westland Village	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
2018-2019	CONSTRUCTION (If applicable)	
PROJECT OWNER'S INFORMATION

a. PROJECT OWNER
Arlington Properties	b. POINT OF CONTACT NAME
Trey Barnes	c. POINT OF CONTACT TELEPHONE NUMBER
(205) 397-6834	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
The subject project is located at the intersection of Collins Road at Plantation Bay Drive in Jacksonville, Florida.
This task order included performing a geotechnical exploration, laboratory testing program, and engineering analysis to assist the design team with the design of the twelve 3-story residential buildings, a single-story clubhouse, lift station, pool, and dog park.
Our analysis included providing recommendations for the construction of shallow foundations and a wet well structure. FIELD EXPLORATION PROGRAM
Borings: 16 SPT, 16 Hand Augers
Total Feet: 533 LF (9 SPT to 30 feet,4 SPT to 20 feet, 1 SPT to 32 feet, 1 SPT to 25 feet, 5' sampling intervals) (16 6 foot Hand Augers 1 foot sampling intervals)
Samples: 223

LABORATORY TESTING PROGRAM
Index Testing: 26 samples 26 -200, 26 MC, 4 OC, 4 AL

Contract Value: $12,000

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Meskel & Associates	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
Geotechnical Services	

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

26. NAMES OF KEY PERSONNEL
(From Section E, Block 12)	27. ROLE IN THIS CONTRACT
(From Section E, Block 13)	28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key"section belowbeforecompletingtable.
Place "X" underprojectkeynumberforparticipation in same orsimilarrole.)	
		1	2	3	4	5	6	7	8	9	10	
Brice Nelson, PE	48											
Curt Wimpée, PE	12	X	X	X	X	X						
Joseph Schofield, PE	12	X		X	X							
Adam Oestman, EIT	12											
David Schmidt	39					X						
Joe Brinson, PWS	23						X					
Brett Harbison, PE	27							X				

												

												

												

												
												
EXAMPLE PROJECTS KEY

NUMBER	TITLE OF EXAMPLE PROJECT (From Section F)	NUMBER	TITLE OF EXAMPLE PROJECT (From Section F)	
1	Shadow Crest at Rolling Hills CDD (Phase 3B&C)	6	Trout Creek Community Development District	
2	Spring Lake Subdivision	7	Tapestry Westland Village	
3	Bunnell Westside Sewer	8		
4	Flagler Beach CIPP	9		
5	Sweetgrass Apartments (Phase 1) Enhanced Landscape	10		

H. ADDITIONAL INFORMATION

PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
Alliant Engineering, Inc. (Alliant) is a local and highly experienced engineering firm that is perfectly suited to provide professional services from the RFQ. We are not only highly qualified, but we also have an intricate knowledge of the infrastructure challenges within smaller municipalities. Brice Nelson, PE will serve as the Project Manager and will be the CDD’s main point of contact while Mr. Curt Wimpée, PE will serve as Alliant’s Quality Manager. As Project Manager, Brice will be handling the District Meetings and managing the construction/engineering services.

Alliant’s proposed team of professionals provides the CDD with a comprehensive understanding and approach to meet (and exceed) the CDD's objectives and goals. Our corporate mission to build better communities with excellence and passion is evident within our culture and separates us from the rest.

As part of our program for other similar clients, we have developed an internal Quality Management Plan (QMP) that defines how our team will provide quality in delivering services to the CDD. As Project Manager, Brice will ensure that the process is followed for every major deliverable and milestone. Alliant’s experience with the quality control process has shown that it must be part of the everyday

Alliant Engineering, Inc.'s corporate office is located in Minneapolis, MN.

Alliant's teaming partner Meskel & Associates Engineering (MAE) is a certified Woman-owned DBE and JSEB based in Jacksonville, FL, with additional offices in Lake City and Tampa. They specialize in geotechnical engineering, drilling, and laboratory testing services. MAE's certifications are included at the end of the form.

Alliant is dedicated to client satisfaction. To this end, we regularly assess our workload and plan for growth by keeping our staff level above our immediate needs. This enables us to keep quality and responsiveness at the highest level. As a
Principal of Alliant and a member of our core team, Mr. Wimpée can allocate the support staff and resources to easily meet project schedules.

Alliant project managers meet each week to discuss current workload and staffing needs. We maintain a high-level project design schedule that tracks the expected level of project commitments per month compared to the available staffing. At our project manager meetings, we discuss project specific needs and upcoming deadlines to determine if the current staffing is appropriate or if changes will be required to ensure that schedules are met.

Exhibit 2 below illustrates the estimated time allotment that each of the key members can contribute at the moment. These percentages will fluctuate from week to week based on external influences, but resources will be concentrated when needed to complete specific tasks or address project needs as critical items dictate.

The Alliant Team has the experience and expertise required to provide high quality professional services to the CDD for this project. We believe the details of our proposal provide the CDD with excellent program value. We would be honored and excited to work with you on this project.

I. AUTHORIZED REPRESENTATIVE

31. SIGNATURE

32. DATE

December 4, 2023

The foregoing is a statement of facts.
33. NAME AND TITLE
	Curt Wimpée, PE/Vice President	

PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
2a. FIRM (or Branch Office) NAME
Alliant Engineering, Inc.	3. YEAR ESTABLISHED
1995	4. UNIQUE ENTITY IDENTIFIER
41-1818046	
2b. STREET
10475 Fortune Pkwy Ste 101	5. OWNERSHIP	
	Corporation	
2c. CITY
Jacksonville	2d. STATE FL	2e. ZIP CODE
32256		
			b. SMALL BUSINESS STATUS NA	
6a. POINT OF CONTACT NAME AND TITLE
Brice Nelson, PE/Project Manager		
	7. NAME OF FIRM (If Block 2a is a Branch Office)
Alliant Engineering, Inc.	
6b. TELEPHONE NUMBER
(904) 723-4895	6c. E-MAIL ADDRESS
bnelson@alliant-inc.com		
8a. FORMER FIRM NAME(S) (If any)	8b. YEAR ESTABLISHED	8c. UNIQUE ENTITY IDENTIFIER	
			
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM'S EXPERIENCE
AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	b. Discipline	c. Number of Employees	a. Profile Code	b. Experience	c. Revenue Index Number
(see below)	
		(1) FIRM	(2) BRANCH				
02	Administrative	18	3	E10	Environmental and Nat Res Map	4	
08	CADD Technician	7	1	H07	Highways	8	
12	Civil Engineer	55	9	H11	Housing	7	
15	Constructor Inspector	5	0	I04	ITS	4	
16	Construction Manager	1	0	L03	Landscape Architecture	6	
23	Environmental Scientist	2	0	P05	Planning	5	
38	Land Surveyor	13	0	S09	Structural Design	4	
39	Landscape Architect	6	2	S10	Surveying	7	
47	Planner	2	0	T03	Traffic and Transportation Engineering	7	
57	Structural Engineer	2	0				
60	Transportation Engineer	61	1				
62	Water Resources Engineer	3	0				

							

							

	Other Employees						
Total	175	16				
11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM
FOR LAST 3 YEARS
(Insert revenue index number shown at right)	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6.	$2 million to less than $5 million
$100,000 to less than $250,000	7.	$5 million to less than $10 million
$250,000 to less than $500,000	8.	$10 million to less than $25 million
$500,000 to less than $1 million	9.	$25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
a. Federal Work	1		
b. Non-Federal Work	9		
c. Total Work	9		

12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.
a. SIGNATURE	b. DATE

a. NAME AND TITLE
Curt Wimpée, PE/Vice President

December 4, 2023

PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
2a. FIRM (or Branch Office) NAME
Alliant Florida, Inc.	3. YEAR ESTABLISHED
2019	4. UNIQUE ENTITY IDENTIFIER
83-2802440	
2b. STREET
10475 Fortune Pkwy Ste 101	5. OWNERSHIP	
	a. TYPE
Corporation	
2c. CITY
Jacksonville	2d. STATE FL	2e. ZIP CODE
32256		
			b. SMALL BUSINESS STATUS NA	
6a. POINT OF CONTACT NAME AND TITLE
Clayton Walley/Survey Manager		
	7. NAME OF FIRM (If Block 2a is a Branch Office)	
6b. TELEPHONE NUMBER
904-900-3507	6c. E-MAIL ADDRESS
cwalley@alliant-inc.com		
8a. FORMER FIRM NAME(S) (If any)	8b. YEAR ESTABLISHED	8c. UNIQUE ENTITY IDENTIFIER	
			
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM'S EXPERIENCE
AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	b. Discipline	c. Number of Employees	a. Profile Code	b. Experience	c. Revenue Index Number
(see below)	
		(1) FIRM	(2) BRANCH				
08	CADD Technician	5		S10	Surveying	6	
38	Land Surveyor	21					

							

							

							

							

							

							
	Other Employees						
Total	26					
11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM
FOR LAST 3 YEARS
(Insert revenue index number shown at right)	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6.	$2 million to less than $5 million
$100,000 to less than $250,000	7.	$5 million to less than $10 million
$250,000 to less than $500,000	8.	$10 million to less than $25 million
$500,000 to less than $1 million	9.	$25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
a. Federal Work	1		
b. Non-Federal Work	6		
c. Total Work	6		

ARCHITECT-ENGINEER QUALIFICATIONS

1. SOLICITATION NUMBER (If any)

PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
2a. FIRM (or Branch Office) NAME
Meskel & Associates Engineering, PLLC	3. YEAR ESTABLISHED
2008	4. UNIQUE ENTITY IDENTIFIER
DVZYP4E9Q3L8	
2b. STREET
3728 Philips Hwy, Suite 208	5. OWNERSHIP	
	a. TYPE
S-Corporation	
2c. CITY
Jacksonville	2d. STATE
FL	2e. ZIP CODE
32207		
			b. SMALL BUSINESS STATUS
  WOSB, SB, DBE: NAICS 541330, 541380, 541920		
6a. POINT OF CONTACT NAME AND TITLE
Antoinette D. Meskel, P.E., President, Principal Engineer		
	7. NAME OF FIRM (If Block 2a is a Branch Office)

Meskel & Associates Engineering, PLLC	
6b. TELEPHONE NUMBER
904-519-6990	6c. EMAIL ADDRESS
tina@meskelengineering.com		
8a. FORMER FIRM NAME(S) (If any)	8b. YEAR ESTABLISHED	8c. UNIQUE ENTITY IDENTIFIER	
			
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM'S EXPERIENCE
AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	b. Discipline	c. Number of Employees	a. Profile Code	b. Experience	c. Revenue
Index Number
(see below)	
		(1) FIRM	(2) BBRANCH				
02	Administrative	6		E02	Education Facilities; Classrooms	0.5	
08	CADD Technician	1		E09	Environmental Impact Studies, Assessments or	0.5	
15	Construction Inspector	5		E12	Environmental Remediation	0.5	
27/55	Foundation/Geotechnical Engineer	7		E13	Environmental Testing and Analysis	0.5	
30	Geologist	1		H07	Highways; Streets; Airfield Paving; Parking Lots	3	
48	Project Managers	5		O01	Office Buildings; Industrial Parks	0.5	
58	Technicians/Analyst	6		P12	Power Generation, Transmission, Distribution	0.5	
	Engineering Intern	2		R04	Recreation Facilities (Parks, Marinas, Etc.)	1.5	
	Drillers	8		S04	Sewage Collection, Treatment and Disposal	1	
				S05	Soils & Geological Studies; Foundations	4	
				S07	Solid Wastes; Incineration, Landfill	1	
				T02	Testing & Inspection Services	3	
				W02	Water Resources; Hydrology; Ground Water	1	
				W03	Water Supply; Treatment and Distribution	2	

							

							
	Other Employees						
Total	41					
11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM
FOR LAST 3 YEARS
(Insert revenue index number shown at right)	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6.	$2 million to less than $5 million
$100,000 to less than $250,000	7.	$5 million to less than $10 million
$250,000 to less than $500,000	8.	$10 million to less than $25 million
$500,000 to less than $1 million	9.	$25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
a. Federal Work	4		
b. Non-Federal Work	7		
c. Total Work	7		
12. AUTHORIZED REPRESENTATIVE

a. SIGNATURE

b. DATE
11/29/2023

The foregoing is a statement of facts.
c. NAME AND TITLE	Antoinette D. Meskel, P.E., President, Principal Engineer
STANDARD FORM 330 (REV. 7/2021) PAGE 6

ARCHITECT-ENGINEER QUALIFICATIONS	1. SOLICITATION NUMBER (If any)	
PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	
2a. FIRM (OR BRANCH OFFICE) NAME								3. YEAR ESTABLISHED	4. UNIQUE ENTITY IDENTIFIER	
ECS FLORIDA, LLC – Tampa							2012		MNVJKQ85HFG3	
2b. STREET									5. OWNERSHIP	
4524 N. 56th Street								a. TYPE				
2c. CITY				2d. STATE			2e. ZIP	Limited Liability Company		
Tampa				Florida			33610	b SMALL BUSINESS STATUS			
6a. POINT OF CONTACT NAME AND TITLE							N/A				
Rey Ruiz, PE, SI – Branch Manager							7. NAME OF FIRM (if block 2a is a branch office)	
6b. TELEPHONE NUMBER			6c. E-MAIL ADDRESS				ECS Florida, LLC				
813-302-1644			RRuiz1@ecslimited.com					
8a. FORMER FIRM NAME(S)	8b. YR. ESTABLISHED	8c. UNIQUE ENTITY IDENTIFIER	
			
9. EMPLOYEE BY DISCIPLINE	10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	

a. Function Code	
b. Discipline	C. No. of Employees	
a. Profile Code	
b. Experience	c. Revenue Index Number
(see below)	
		
(1) FIRM	
(2) BRANCH				
2	Administrative	33	6	H11	Housing (Residential, Multi-Family, Apts, Condos)	8	
6	Architect	2		H07	Highways, Streets, Airfield Paving, Parking Lots	7	
8	AutoCAD	1		E09	Environmental Impact Studies, Assessments	7	
	Construction Materials Manager	10	3	T02	Testing & Inspection Services	6	
	Drillers	29	10	C10	Commercial Buildings (low rise), Shopping Centers	6	
24	Environmental Scientist	19	4	W01	Warehouses & Depots	5	
	Environmental Technician	2		S05	Soils & Geologic Studies, Foundations	4	
	Field Technicians	94	17	H10	Hotels, Motels	4	
30	Geologist	6	2	O01	Office Buildings, Industrial Parks	4	
	Hydrogeologist			I01	Industrial Buildings, Manufacturing Plants	4	
36	Industrial Hygiene			E02	Schools & Universities	4	
	Lab Manager/Technician	14	4	A06	Airports, Terminals & Hangars, Freight Handling	4	
	Professional Engineer	25	6	H09	Hospitals & Medical Facilities	4	
48	Project Manager	59	25	P02	Petroleum and Fuel (Storage and Distribution)	3	
	Soils Engineer			R04	Recreation Facilities (Parks, Marinas, etc.)	3	
				D07	Dining Halls, Clubs, Restaurants	3	
				E12	Environmental Remediation	3	
				S13	Storm Water Handling & Facilities	3	
				H06	Highrise, Air-Rights-Type Buildings	3	
				W03	Water Supply, Treatment and Distribution	3	
	TOTAL	294	77				
11. ANNUAL AVERAGE PROFESSIONAL				PROFESSIONAL SERVICES REVENUE INDEX NUMBER				
SERVICES REVENUES OF FIRM			Less than $100,000
$100, 000 to less than $250,000
$250,000 to less than $500,000
$500,000 to less than $1 million
$1 million to less than $2 million	$2 million to less than $5 million
$5 million to less than $10 million
$10 million to less than $25 million
$25 million to less than $50 million
$50 million or greater		
	FOR LAST 3 YEARS							
(insert revenue index number shown at right)						
Federal Work
Non-Federal Work
Total	3
9
9						
12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.	
a. SIGNATURE							b. DATE					
							11/30/2023				
c. NAME AND TITLE	
Rey Ruiz, PE, SI – Branch Manager	

STANDARD FORM 330 (REV. 7/2021) PAGE 6

ARCHITECT-ENGINEER QUALIFICATIONS	1. SOLICITATION NUMBER (If any)	
PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	
2a. FIRM (OR BRANCH OFFICE) NAME								3. YEAR ESTABLISHED	4. UNIQUE ENTITY IDENTIFIER	
ECS FLORIDA, LLC – Jacksonville							2017		MNVJKQ85HFG3	
2b. STREET									5. OWNERSHIP	
11554 Davis Creek Court								a. TYPE				
2c. CITY				2d. STATE			2e. ZIP	Limited Liability Company		
Jacksonville			Florida			32256	b SMALL BUSINESS STATUS			
6a. POINT OF CONTACT NAME AND TITLE							N/A				
Joey Broussard, PE – Vice President							7. NAME OF FIRM (if block 2a is a branch office)	
6b. TELEPHONE NUMBER			6c. E-MAIL ADDRESS				ECS Florida, LLC				
904-880-0960			JBroussard@ecslimited.com					
8a. FORMER FIRM NAME(S)	8b. YR. ESTABLISHED	8c. UNIQUE ENTITY IDENTIFIER	
Ellis & Associates, Inc.	1988	87-718-2006	
9. EMPLOYEE BY DISCIPLINE	10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	

a. Function Code	
b. Discipline	C. No. of Employees	
a. Profile Code	
b. Experience	c. Revenue Index Number
(see below)	
		
(1) FIRM	
(2) BRANCH				
2	Administrative	33	16	H11	Housing (Residential, Multi-Family, Apts, Condos)	8	
6	Architect	2		H07	Highways, Streets, Airfield Paving, Parking Lots	7	
8	AutoCAD	1	1	E09	Environmental Impact Studies, Assessments	7	
	Construction Materials Manager	10	5	T02	Testing & Inspection Services	6	
	Drillers	29	12	C10	Commercial Buildings (low rise), Shopping Centers	6	
24	Environmental Scientist	19	6	W01	Warehouses & Depots	5	
	Environmental Technician	2	1	S05	Soils & Geologic Studies, Foundations	4	
	Field Technicians	94	33	H10	Hotels, Motels	4	
30	Geologist	6	1	O01	Office Buildings, Industrial Parks	4	
	Hydrogeologist			I01	Industrial Buildings, Manufacturing Plants	4	
36	Industrial Hygiene			E02	Schools & Universities	4	
	Lab Manager/Technician	14	6	A06	Airports, Terminals & Hangars, Freight Handling	4	
	Professional Engineer	25	8	H09	Hospitals & Medical Facilities	4	
48	Project Manager	59	8	P02	Petroleum and Fuel (Storage and Distribution)	3	
	Soils Engineer			R04	Recreation Facilities (Parks, Marinas, etc.)	3	
				D07	Dining Halls, Clubs, Restaurants	3	
				E12	Environmental Remediation	3	
				S13	Storm Water Handling & Facilities	3	
				H06	Highrise, Air-Rights-Type Buildings	3	
				W03	Water Supply, Treatment and Distribution	3	
	TOTAL	294	97				
11. ANNUAL AVERAGE PROFESSIONAL				PROFESSIONAL SERVICES REVENUE INDEX NUMBER				
SERVICES REVENUES OF FIRM			Less than $100,000
$100, 000 to less than $250,000
$250,000 to less than $500,000
$500,000 to less than $1 million
$1 million to less than $2 million	$2 million to less than $5 million
$5 million to less than $10 million
$10 million to less than $25 million
$25 million to less than $50 million
$50 million or greater		
	FOR LAST 3 YEARS							
(insert revenue index number shown at right)						
Federal Work
Non-Federal Work
Total							
12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.	
a. SIGNATURE							b. DATE					
							11/30/2023				
c. NAME AND TITLE	
Joey Broussard, PE – Subsidiary Regional Vice President	

STANDARD FORM 330 (REV 7/2021)

Woman Business Certification

DECEMBER 28, 2023
ORIGINAL

Solicitation: Pine Ridge Plantation Community Development District
GOVERNMENTAL MANAGEMENT SERVICES, LLC

December 28, 2023

Pine Ridge Plantation Community Development District Governmental Management Services, LLC
475 West Town Place, Suite 114 St. Augustine, FL 32092
RE:	Request for Qualifications - Professional Engineering Services Dear Members of the District Selection Committee,
Pine Ridge Plantation CDD values creative, site-specific solutions; an attentive and responsive team that follows through and keeps you informed, and understands how to deliver your project efficiently and effectively giving you peace of mind that your projects are our top priority so you can concentrate on your top priorities.
Matthews | DCCM understands that local infrastructure is essential to business, schools, families, and the economy. We are dedicated to improving this community through projects just like this because it is our community, too. Established in 2005, our team has been helping counties throughout Florida solve their challenges in site/civil, transportation, planning, landscape architecture, architecture, surveying, utility infrastructure, land development, and construction administration and inspection services.
Our team will be led by Alex Acree, PE, as Project Manager for this contract. He will be the primary point-of-contact that will be overseeing the attendance of District meetings, construction services, and other engineering tasks. Our firm has extensive experience working with CDDs. Matthews | DCCM has been the District Engineering or prime engineering consultant for other CDDs, HOAs, POAs, and master planned communities.
WHY MATTHEWS | DCCM

» Full Service: Our range of services results in efficiencies and increased cost-effectiveness.
» Available Depth of Staff: With ~50 professionals local to the project, we can provide you with the right team to serve the specific needs of this project.
» Proactive and Responsive: Our team is attentive and responsive - returning calls and emails within 24 hours and providing you with updates to keep you informed of project status.
» This is Our Home: We have extensive resumes of completed projects working to support the growth of our local communities.

» Collaborative: Communication and client experience are important, which is why we balance stakeholder concerns and requirements with the functional needs of the project/client.
» On-Time/On Budget: We actively seek ways to complete every project ahead of schedule and under budget.
» No Cookie Cutter: We provide customized solutions for the unique engineering constraints of the NE Florida coast.
» Quality: We have detailed QA/QC processes to ensure the highest quality.

As President of Matthews | DCCM and Principal-in-Charge for this contract, I take responsibility for the oversight and delivery of the projects issued under this contract, and fully commit the firm’s resources to work order assignments.

This proposal outlines our approach to your request. We appreciate the opportunity to help you achieve your goals. If you need more information or definition, please feel free to give me a call at any time at 904-826-1334. We are eager to solve your challenges and ask for your confidence by awarding us this project.
Respectfully,
Matthews | DCCM

Rob A. Matthews III, PE President

ARCHITECT-ENGINEER QUALIFICATIONS

A. CONTRACT INFORMATION

ARCHITECT-ENGINEER QUALIFICATIONS

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

A. CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)
RFQ for Professional Engineering Services, Pine Ridge Plantation CDD
2. PUBLIC NOTICE DATE
November 2023	3. SOLICITATION OR PROJECT NUMBER
N/A	
B. ARCHITECT-ENGINEER POINT OF CONTACT	

B. ARCHITECT-ENGINEER POINT OF CONTACT

NAME AND TITLE
Alex Acree, PE, Project Manager

NAME OF FIRM

C. PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)

Matthews | DCCM

6. TELEPHONE NUMBER
(904) 826-1334	7. FAX NUMBER
(904) 826-4547	8. E-MAIL ADDRESS
marketing@mdginc.com	
C. PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)	
	(Check)	
9. FIRM NAME	
10. ADDRESS	
11. ROLE IN THIS CONTRACT	
	PRIME	J-V PARTNER	SUBCON- TRACTOR				

a.	

x			
Matthews | DCCM

CHECK IF BRANCH OFFICE	
7 Waldo Street St. Augustine	Civil Engineering, Planning, Permitting, Surveying, Construction Administration and CEI	

b.	

x			
Matthews | DCCM

x CHECK IF BRANCH OFFICE	
6621 Southpoint Drive N #300,
Jacksonville, FL 32216	Civil Engineering, Planning, Permitting, Construction Administration, Landscape Architecture, Architecture	

c.				

CHECK IF BRANCH OFFICE			

d.				

CHECK IF BRANCH OFFICE			

e.				

CHECK IF BRANCH OFFICE			

f.				

CHECK IF BRANCH OFFICE			

D. ORGANIZATIONAL CHART OF PROPOSED TEAM

AUTHORIZED FOR LOCAL REPRODUCTION

(Attached)

x

STANDARD FORM 330 (REV. 7/2021)

x

D. ORGANIZATIONAL CHART OF PROPOSED TEAM	(Attached)

	PINE RIDGE PLANTATION CDD		
		
	PRINCIPAL-IN-CHARGE
ROB A. MATTHEWS III, PE •		
		
	MATTHEWS | DCCM PROJECT MANAGER
ALEX ACREE, PE •		
		
	PROJECT SUPPORT CHRIS BUTTERMORE, PE • SCOTT KNOWLES, PE •		

ARCHITECTURE	CONSTRUCTION ADMIN
CHRIS BOGGESS, RA	MIKE SILVERSTEIN TYLER JOHN CUP CHOY
GLORIA MURA	SURVEYING
JEREMY HEWITT, PSM
LANDSCAPE ARCHITECTURE
ERIC LANEHART, PLA, ISA	PLANNING
SINEM BILGEN	AUTUMN MARTINAGE CHRISTINA EVANS
PROJECT ENGINEERS
FRED R. “RUDD” JONES, JR., PE	QA/QC
TYLER SMITH, PE	BILLY ALMAGUER, PE •
IVAN LAMOŠ, EI	BRANDEN MARCINELL, EI DYLAN SCANLON, EI
TOM BARTLETT, EI	CAD DESIGNERS
BROOKE LAWRENCE	NICHOLAS HISEY
BRYNNA BARTLETT, EI	CONAR PIERMARINI
KYLE SOWARDS, EI	SYDNEY MORIN
LOGAN MUDD, EI	MICHAEL SOMMERS
SOPHIE PINEAU		CRAIG HILLYARD MICHAEL BRYNILDSEN
ENGINEERING TECHNICIANS		MATTHEW MAPHIS DARIN MULLEN	PATRICIA HUTCHISON
ELIEL JARQUIN	MICHAEL WILLIAMS NOAH CHURCH MATTHEW HOVIS WILLIAM SHERMAN	

KEY STAFF RESUMES INCLUDED

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

E. Resumes of Key Personnel Proposed for this Contract
(Complete one Section E for each key person)	
12. NAME
Alex Acree, PE	13. ROLE IN THIS CONTRACT
Project Manager	14. YEARS EXPERIENCE	
		a. TOTAL
18	b. WITH CURRENT FIRM
7	

16. EDUCATION (Degree and Specialization)
BS, Civil Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Florida - Professional Engineer

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

a.

b.

c.

d.

e.

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

19.19. RELEVANTRELEVANT PROJECTSPROJECTS

With 18 years of experience, Alex has managed diverse projects, from master planned residential subdivisions to small commercial facilities. His expertise covers stormwater management, watershed analysis, and pond siting, serving both municipal and private development projects. He’s skilled in construction administration, overseeing pre-construction meetings, document preparation, bid assistance, and more. As an effective project manager, Alex leads his engineering team from project inception through design, permitting, construction, inspections, and certifications for multiple development projects.successfully leads his team of engineers from project conception through design, permitting, construction, inspections, and certifications for multiple development projects.

19. RELEVANT PROJECTS	

a.

b.

c.

d.

e.	(1) TITLE AND LOCATION (City and State)
Sampson Creek CDD, District Engineer, St. Johns, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Ongoing professional engineering services, including drainage analysis, roadway maintenance assessments with improvement recommendations, Aquatic Center upgrades, hardscape enhancements, and landscape architecture for revitalizing the Golf and Country Club Amenity Center’s landscaped areas.	
	(1) TITLE AND LOCATION (City and State)
Stillwater CDD, District Engineer, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Ongoing engineering services including wastewater and stormwater assessments, infrastructure dedication, and golf cart signage plans. Additionally, our role includes attending meetings and hearings, project monitoring, general engineering consulting, and report and requisition preparation.	
	(1) TITLE AND LOCATION (City and State)
World Golf Village, HOA, Pond Evaluations, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Engineering services for approximately 45 stormwater management facilities. Each facility underwent a comprehensive assessment, resulting in detailed reports covering slope conditions, control structures, orifices, vegetation, erosion, permit compliance, required repairs, and preventive maintenance recommendations.	
	(1) TITLE AND LOCATION (City and State)

South Village CDD, District Engineer, Orange Park, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Continuous engineering services for pond bank reconstruction, including needs analysis covering facilities, resident projections, service areas, costs, facility lifespan, and financial planning. Additionally, comprehensive public facilities reports detail existing and future facilities, financing, schedules, and capacity projections to ensure regulatory compliance and informed evaluations.	
	(1) TITLE AND LOCATION (City and State)

Arbors at Valencia, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2019	CONSTRUCTION (If applicable)
2019	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Professional engineering services for a new subdivision to include 200 single-family home sites. Services included site planning, re-zoning assistance, construction plans detailing site, paving, grading and drainage plans, utility plans, parking lot addition, construction administration and certifications, and bid assistance.	

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

E. Resumes of Key Personnel Proposed for this Contract
(Complete one Section E for each key person)	
12. NAME
Rob A. Matthews III, PE	13. ROLE IN THIS CONTRACT
Principal-in-Charge	14. YEARS EXPERIENCE	
		a. TOTAL
27	b. WITH CURRENT FIRM
18	

16. EDUCATION (Degree and Specialization)
BS, Civil Engineering; MS, Civil Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Florida, South Carolina - Professional Engineer

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

a.

b.

c.

d.

e.

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

19.19. RELEVANTRELEVANT PROJECTSPROJECTS

Rob has extensive experience in land development, roadway engineering, and environmental permitting, spanning 18 years at Matthews | DCCM. His expertise covers CDBG work, roadway projects, site development, environmental permitting, and regulatory compliance. Rob excels in planning, managing, designing, and inspecting land development and municipal civil engineering projects, utility infrastructure design, stormwater modeling, roadway design, environmental impact studies, site development, and permitting. As President of Matthews | DCCM, he oversees resource allocation, schedules, and ensures project alignment with client expectations through close monitoring and coordination.

19. RELEVANT PROJECTS	

a.

b.

c.

d.

e.	(1) TITLE AND LOCATION (City and State)
Sampson Creek CDD, District Engineer, St. Johns, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Principal-in-Charge. Ongoing professional engineering services, including drainage analysis, roadway maintenance assessments with improvement recommendations, Aquatic Center upgrades, hardscape enhancements, and landscape architecture for revitalizing the Golf and Country Club Amenity Center’s landscaped areas.	
	(1) TITLE AND LOCATION (City and State)
Julington Creek Plantation POA, Continuing Engineering Services Fruit Cove, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Principal-in-Charge. Providing complete oversight of project components as specified in the continuing service contract for this large subdivision located in NW St. Johns County. Project scope has included evaluations of roadway pavement condition, redesign of curbing, traffic study evaluation, and evaluation of drainage issues.	
	(1) TITLE AND LOCATION (City and State)
Cimarrone POA Master Drainage System Study, Jacksonville, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2015	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Principal-in-Charge. Providing complete oversight of project components as specified in the continuing service contract for this large subdivision located on CR 210. Project scope has included an evaluation of the master drainage plan for the subdivision to make recommendations and resolve problem areas.	
	(1) TITLE AND LOCATION (City and State)
Plantation Estates POA Road & Stormwater Evaluation, St. Johns County, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Principal-in-Charge. Under a continuing service contract for engineering services, Matthews | DCCM provided assessments and remediation for drainage systems and roadway pavement conditions for this gated community of single-family homes.	
	(1) TITLE AND LOCATION (City and State)

Olympus Reserve CDD, District Engineer, Clermont, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Principal-in-Charge. Continuous services, including engineering, surveying, planning, landscaping, construction administration, environmental management, permitting, and financial/economic studies. Geared toward financing, constructing, acquiring, and maintaining infrastructure improvements and services within the District.	

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

E. Resumes of Key Personnel Proposed for this Contract
(Complete one Section E for each key person)	
12. NAME
Billy Almaguer, PE	13. ROLE IN THIS CONTRACT
QA/QC Manager	14. YEARS EXPERIENCE	
		a. TOTAL
25	b. WITH CURRENT FIRM
7	

16. EDUCATION (Degree and Specialization)
BS, Civil Engineering; MS, Civil Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Florida - Professional Engineer

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

a.

b.

c.

d.

e.

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

19.19. RELEVANTRELEVANT PROJECTSPROJECTS

Billy, an experienced professional engineer, specializes in civil site design, regulatory permitting, stormwater modeling, and drainage facility design. His broad expertise includes wetland modeling, stormwater planning, and engineering for various projects, from highways to beach re-nourishment and mitigation banks. He’s well-versed in construction administration, bid document preparation, and ensuring quality control. Billy’s role encompasses the review of all engineering and design work, delivering comprehensive and high-quality solutions that align with client requirements.

19. RELEVANT PROJECTS	

a.

b.

c.

d.

e.	(1) TITLE AND LOCATION (City and State)
Home Again St. Johns, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
2018	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
QC Manager. Civil engineering and site design for a sizable campus with multiple structures, including an administration building, medical facility, and five low-income housing buildings comprising ~100 units. The project encompassed driveway and parking lot design, stormwater management facilities, utility layout, and landscaping.	
	(1) TITLE AND LOCATION (City and State)
Cypress Trail Subdivision, Ormond Beach, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
2020	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
QC Manager/Project Engineer. Engineering design services to permit and construct the subdivision. Scope included development of a concept site plan, construction plans, and permitting services. The subdivision (rezoned PUD) includes 48 home sites, a half-mile road, two stormwater ponds and infrastructure, and water and sewer utilities.	
	(1) TITLE AND LOCATION (City and State)
Seaside Charter School, Jacksonville, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
2018	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
QA/QC Manager/Drainage Engineer. Civil engineering, design, and permitting for a school campus on Mayport Road, featuring four buildings, a playground, and a central gathering area, overcoming floodplain challenges near a tidally influenced creek. The project included separate driveways, an extensive sidewalk network, utility connections, and construction administration services.	
	(1) TITLE AND LOCATION (City and State)
Anastasia Mosquito Control District (AMCD), St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
2022	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
QA/QC Manager. Conceptual site design/engineering for the AMCD base station, included utility and stormwater design, construction administration, and permitting. Phase 1: an office, classroom, maintenance facility, chemical storage, and a fueling site. Phase 2: student housing, laboratories, greenhouses, a poultry facility, and a heliport with a hangar and fueling facility.	
	(1) TITLE AND LOCATION (City and State)
St. Johns County Fire Station & Sherriff’s Office Complex,
St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2019	CONSTRUCTION (If applicable)
2019	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
QA/QC Manager. Civil engineering site design for a fire station in St. Augustine. The facility, housing six fire apparatus, serves as a command center for the St. Johns County Sheriff’s Office and features a three-story drill tower and fitness room. Scope included site planning, utility design, and securing regulatory permits from multiple agencies.	

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

E. Resumes of Key Personnel Proposed for this Contract
(Complete one Section E for each key person)	
12. NAME
Scott Knowles, PE, LEED AP	13. ROLE IN THIS CONTRACT
Utility Coordinator/Civil Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
28	b. WITH CURRENT FIRM
16	

16. EDUCATION (Degree and Specialization)
BS, Agricultural Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Florida - Professional Engineer

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

a.

b.

c.

d.

e.

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

19.19. RELEVANTRELEVANT PROJECTSPROJECTS

Scott brings extensive experience in land development engineering, including site and roadway design, stormwater management, utility coordination, and permitting. His project management background covers a wide range of services, from drainage and roadway design to land use planning and grant administration. Scott has managed various projects, including CDBG initiatives and FEMA HMGP projects. He excels in drainage and stormwater design, permitting, and construction administration for diverse projects, such as residential subdivisions, shopping centers, office buildings, schools, and recreational facilities. His expertise also extends to Geographic Information System (GIS) databases.

19. RELEVANT PROJECTS	

a.

b.

c.

d.

e.	(1) TITLE AND LOCATION (City and State)
World Golf Village, HOA, Pond Evaluations, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Engineer. Engineering services for ~45 stormwater management facilities/ponds. Each facility was inspected, and a report detailed conditions, compliance, necessary repairs, and preventative maintenance. Reports were cataloged per the St. Johns Northwest Master Association’s SWMF system and certified by a licensed Florida engineer.	
	(1) TITLE AND LOCATION (City and State)
Queen’s Harbour Yacht & Country Club, HOA Drainage Assessments, Jacksonville, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Engineer. Engineering assessment of the Queen’s Harbour neighborhood stormwater drainage system, covering 20+ ponds, inlets, pipes, manholes, and outfalls. Included a master map of the drainage system, identification of areas requiring corrective measures, repair recommendations, estimated costs, and operation and maintenance guidelines.	
	(1) TITLE AND LOCATION (City and State)
Flagler Estates Road & Water Control District, Flagler & St. Johns Counties, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Review of the drainage basin’s stormwater model and managed projects to improve stormwater infrastructure, road resurfacing, and the replacement of water control structures. Facilitated Disaster Recovery (DR) and Community Development Block Grants (CDBG) for drainage and roadway enhancements and prepared a FEMA DR reimbursement and grant application to address hurricane damage aused by Hurricanes Matthew and Irma.	
	(1) TITLE AND LOCATION (City and State)
Disaster Recovery Projects (CDBG), Various Locations, St. Johns County, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
2018	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Assisted the County in preparing grant applications and provided plans and construction administration for CDBG initiatives addressing various infrastructure issues, including roadway, stormwater facilities, drainage, sewer repairs, and street lighting. These projects, totaling approximately $3.5 million, involved roadway and stormwater design, drainage design, and bid document preparation.	
	(1) TITLE AND LOCATION (City and State)
Villages of Valencia, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
2018	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Civil engineering services for the five-phase residential development of approximately 300 homes across 144 acres. Our scope encompassed construction plans, site grading, stormwater drainage, utility design, and a Stormwater Pollution Prevention Plan (SWPPP).	

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

E. Resumes of Key Personnel Proposed for this Contract
(Complete one Section E for each key person)	
12. NAME
Chris Buttermore, PE	13. ROLE IN THIS CONTRACT
Roadway Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
18	b. WITH CURRENT FIRM
7	

16. EDUCATION (Degree and Specialization)
BS, Civil Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Florida - Professional Engineer

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

Chris brings extensive design experience in public and private sector civil engineering projects, encompassing site planning, stormwater management, utilities, roadway design, parking lots, sidewalks, and trails for a variety of residential, commercial, industrial, government, and municipal projects. He has worked on various roadway design projects for FDOT and municipalities, serving in roles such as project manager, roadway engineer, MOT engineer, and S&PM engineer. His project management skills extend to controlled access highway design, temporary traffic

a.

b.

c.

d.

e.

(1) TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

19.19. RELEVANTRELEVANT PROJECTSPROJECTS

control plans, ADA-compliant curb ramps, and more. Proficient in CADD, ICPR, and storm drainage software, Chris is well-versed in FDOT protocols and design criteria.

19. RELEVANT PROJECTS	

a.

b.

c.

d.

e.	(1) TITLE AND LOCATION (City and State)
Olympus Reserve CDD, District Engineer, Clermont, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Ongoing professional engineering services to provide engineering, surveying, planning, landscaping, construction administration, environmental management, permitting, and financial and economic studies for the purpose of financing, constructing, acquiring and/or maintaining infrastructure improvement and services within the District.	
	(1) TITLE AND LOCATION (City and State)

Madeira CDD, District Engineer, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
NA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Engineer. Engineering services, attend Board meetings, and offer professional expertise in line with the District’s Trust Indentures. We also handle construction tasks, ensuring smooth project execution, and assist with ongoing facility maintenance as authorized by the Board.	
	(1) TITLE AND LOCATION (City and State)

Las Calinas Residential Development, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2016	CONSTRUCTION (If applicable)
2019	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Engineer. Provided engineering design services for this 440-acre residential development. Designs included a
39-acre recreation pond, internal roadways, utilities, and stormwater management facilities, as well as permitting.	
	(1) TITLE AND LOCATION (City and State)
Colbert Lane & Grady Prather Jr. Cove Roadway Improvements, Palm Coast, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2017	CONSTRUCTION (If applicable)
2018	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Provided engineering design and permitting for the resurfacing of Colbert Lane (7.1 miles) and Grady Prather Jr. Cove (1.2 miles), including S&PM improvements and enhanced pavement markings. Identified severe shoulder and sidewalk deterioration on Grady Prather Jr. Cove, leading to concrete replacement. Addressed pipe cover issues affecting the Graham Swamp parking lot and added a full access driveway connection during the 60% design phase.	
	(1) TITLE AND LOCATION (City and State)
Rock Springs Subdivision PUD, St. Augustine, FL	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2021	CONSTRUCTION (If applicable)
2021	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
Project Manager. Planning and engineering services for Rock Springs Subdivision including reviewed and updated
the concept plan to address stormwater issues, modified the PUD, and provided a Master Development Plan.
Services include drainage analysis, rezoning assistance, construction plans for land clearing, site grading, stormwater
 management, utilities, landscape design, construction administration, and permitting with authorities.		

Sampson Creek CDD, District Engineer

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

St. Augustine, Florida	Ongoing	NA
a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Sampson Creek CDD

Ernesto Torres

(904) 940-5850

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

As District Engineer, Matthews | DCCM provides ongoing professional engineering services, which have included drainage analysis and improvement designs, roadway maintenance/pavement assessments and recommendations for improvements. To date, scope of work performed has also included upgrades to the development’s Aquatic Center and hardscape improvements as well as landscape architecture services for the complete renovation of existing landscaped areas for the Golf and Country Club Amenity Center. An example of one project under this contract included the renovation and expansion of the community pool located in the St. Johns County Golf
& Country Club. The project scope included a complete update of the existing facility to include a splash pad amenity for children, terrace seating for swim competitions, and additional shading in the pool area. Matthews | DCCM secured all permits as required by governing agencies.

Olympus Development and CDD, District Engineer

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

Clermont, Florida	Ongoing

Ongoing

23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Olympus CDD

Lynne Mullins

(407) 723-5900

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Matthews | DCCM is providing engineering and landscape services for the Olympus Mixed-Use Development in Clermont along US Highway 27. This development is a key part of Clermont’s “Wellness Way” corridor, spanning a vast 16,000-acre region. Olympus project shares space with major residential developments from builders like Lennar and Pulte, and it sprawls across 247 acres of land that was previously an orange grove, featuring hilly terrain and two preserved low spots transformed into a large lake and wetland area. To facilitate the funding and construction of Olympus, the Olympus CDD was formed, and Matthews | DCCM is the District Engineer, overseeing various subcontractors and the public bidding process to ensure fairness in contract awards. The development is divided into five distinct phases, each with unique infrastructure and construction requirements, including roads, utilities, and commercial spaces, as well as a sports campus with diverse facilities.

The Olympus development will seamlessly integrate a variety of property types, including single-family and multifamily residences, along with diverse commercial components such as retail outlets, offices, medical facilities, restaurants, and hotels. The project is set to offer numerous amenities like a welcome center, an extensive
trail network connecting all phases, open spaces, parks, and an amphitheater. Matthews | DCCM’s role as the CDD engineer involves comprehensive oversight, ensuring transparency and equity throughout the project’s development phases and adhering to rigorous governmental entity regulations and processes.

Professional Fees: $1,500,000

Stillwater Development and CDD, District Engineer

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

St. Johns, Florida	Ongoing

Ongoing

23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Lennar Homes

Ginny Feiner

(904) 380-0779

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Matthews | DCCM is providing professional engineering services for the Stillwater development, an age restricted community with 550 single family and multifamily duplex units and an 18-hole golf course with associated amenities and infrastructure. The amenities include an 18,828 SF clubhouse building, a 2,109 SF Aquatics building with associated pool, a 600 SF driving range concession and restroom building with associated driving range bays, and a 9,098 SF maintenance facility. Additional recreational amenities include a 2.5 acre driving range, two full size tennis courts, two full size pickle ball courts, a bocce ball court and special event lawn space.

Matthews | DCCM coordinated the design and permitting with SJC, WMD, JEA, FDEP and ACOE. Matthews
| DCCM is also responsible for certifications of the completed construction which requires routine site visits
throughout construction and conducting an as-built review along with review of all testing documents.

As District Engineer, Matthews | DCCM actively manages a comprehensive project, providing essential services such as reporting, professional engineering, and construction oversight. The project encompasses a range of tasks and maintenance services as directed by the Board, ensuring overall success.

South Village CDD, District Engineer

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

Orange Park, Florida	Ongoing	NA
a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Government Management Services

James Oliver

(904) 940-5850

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Matthews | DCCM serves as the District Engineer for the South Village Community Development District (CDD) in Clay County. Our team conducted a 20-year needs analysis as mandated by the 2021 legislative session, providing comprehensive insights into wastewater and stormwater services for the CDD. This analysis covered facility descriptions, resident projections, service areas, cost estimations, facility lifespan, financial histories, and funding plans.

Additionally, Matthews | DCCM will assist in preparing a public facilities report, which is required every 7 years. This report will detail existing public facilities, ongoing and proposed projects, replacement schedules, completion timelines, and facility capacity projections. Matthews | DCCM ensures compliance and transparency throughout these services to meet regulatory requirements.

As District Engineer, Matthews | DCCM has also assisted with various drainage issues throughout the community and added golf cart parking at the main amenity center. One major drainage issues involved the redesign of
a failed stormwater outfall structure with a more appropritate design, and coordinating construction with the contractor and CDD board.

Flagler Estates Road & Water Control District Continuing

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

Services, St Johns and Flagler Counties, Florida	Ongoing	NA
a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Flagler Estates Road & Water Control District

Linda Gee

(904) 692-1513

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Since 2010, Matthews | DCCM has provided ongoing engineering support as the District Engineer to this 7,000- acre community. Flagler Estates includes approximately 5,400 lots, over 140 miles of roadway, and over 36 miles of drainage canals. The roadways within Flagler Estates range from unpaved, to improved surface, to paved. Matthews
| DCCM has worked with the District to provide phased improvements of the roadways with the goal of eventually paving the majority of the roads within the District. Over 30 miles of roadway have been improved from dirt to either black base, cold mix asphalt, or hot mix asphalt. Design, bidding assistance and construction administration for these roadway improvements have been included in our scope of work.

Additionally, collaboration with District staff was provided to create and maintain a Roadway Management Program to plan for new road improvements and to provide long-term maintenance solutions. We have completed a review of the overall stormwater model for this drainage basin, and finalized multiple projects to improve stormwater infrastructure, resurface roadways, and replace major water control structures that service Sixteen Mile Creek.
Coordination for Disaster Recovery (DR) and Community Development Block Grants (CDBG) for improvements to drainage and roadways was provided. In 2017, MDG prepared and submitted a FEMA DR reimbursement and grant application for damage caused by Hurricane Matthew. Significant damage to drainageways and roadways
throughout Flagler Estates was also caused by Hurricane Irma in September 2017. Matthews | DCCM worked with District staff and FEMA to secure reimbursement for the disaster cleanup and repairs following Hurricane Irma.
Additionally, an application was prepared and submitted to Department of Economic Opportunity (DEO) for HMGP grants to improve damaged structures to prevent similar damage in future storm events.
Professional Fees: $500K; Construction Value: $2.5M

City of St. Augustine Continuing Service Contract

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

St. Augustine, Florida	2022	NA
a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

City of St. Augustine

Reuben Franklin

(904) 825-1040

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Matthews | DCCM has recently operated under a continuing services contract for the City of St. Augustine for civil engineering services. Projects to date have included analysis of stormwater drainage problem areas, and design and implementation of corrective measures, installation of saltwater monitoring wells, and capping of abandoned wells.

Additionally, Matthews | DCCM has engineered drainage improvements for several streets in St. Augustine’s historic district. Streets included Pine Street, Inlet Drive, Charlotte Place, and the area near St. George and Cordova streets. Work has involved hydrologic and hydraulic analyses for the areas of concern, drainage improvement designs to correct sizing of water quality treatment structures and help in obtaining bids from contractors to perform the work. Work scope also included tasks such as providing modifications to the drainage systems, addition of hydrodynamic sediment separators, and repairs and improvements to the roadways involved in construction.

Professional Fees: $200K; Construction Value: $25M

St. Johns County Continuing Service Contract

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

St. Augustine, Florida	2022

Various

a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

St. Johns County

Willian “Bill” Freeman, PE

(904) 825-1040

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Matthews | DCCM is currently operating under a continuing services contract for St. Johns County. Since 2008, our team has completed more than 60 projects under this contract. Examples include:
» Butler Park Beachfront Pavilions
» West Augustine Roadway and Drainage Improvements, CDBG
» Woodlawn Road Drainage and Roadway Improvements
» Public Works New Facility Site & Infrastructure Design
» Santa Maria Drainage Engineering
» Butler Beach Regional Drainage Study
» Public Works Fuel Tanks Relocation
» SR 13 Force Main Extension
» Four Mile Roadway Improvements
» Fruit Cove Drive Lift Station Upgrades
» West Augustine Landscape Architecture
» SJC Boat Ramp Assessments
» Euclid Avenue Beachfront Parking
» Usina Boat Ramp Park Redevelopment Professional Fees: $900k

Queen’s Harbour Yacht & Country Club HOA

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

Jacksonville, Florida	2020	NA
a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Queen’s Harbour Yacht & CC HOA

Bethann Ridikas-Parker

(904) 221-8859

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Queen’s Harbour is a Jacksonville waterfront community features some of the most exquisite homes in Northeast Florida. Most homes within the community are nestled among decades-old oak trees, palms and winding waterways that connect to the Intracoastal Waterway, green spaces and ponds.

Matthews | DCCM was retained to provide professional engineering services for an engineering assessment of the Queen’s Harbour neighborhood stormwater drainage system. The assessment covered all over 20 ponds, stormwater inlets, pipes, manholes, and outfalls.

A written assessment of the stormwater management system included a master map of drainage system, identification of areas needing corrective measures; recommendation for time of repairs; estimate of probable costs for repairs; and operation and maintenance guidelines for the stormwater system components.

San Marco Heights

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

St. Augustine, Florida	2023

2023

a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

SHAG Development, LLC

Darren Smith

(561) 859-8520

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Matthews | DCCM provided rezoning services, civil engineering design and permitting, as well as landscape architecture for San Marco Heights. This 132-unit affordable housing apartment complex also features a 5,000 SF clubhouse, fitness center, outdoor recreation, and protects 2.78 acres of wetland in a conservation easement.

The facility has backup power so that it can be used as an evacuation center in case of an emergency, such as a hurricane. The outdoor recreation center has a playground, bocce ball court, picnic tables, and other features.

Isla Antigua Apartments

PROFESSIONAL SERVICES	CONSTRUCTION (if applicable)

23. PROJECT OWNER’S INFORMATION

St. Augustine, Florida	2019

2019

a. PROJECT OWNER	b. POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Catalyst Development Partners, LLC

Ben Field

(678)-666-1220

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Matthews | DCCM provided civil engineering, site design, and permitting for this luxury waterfront community located along the Intracoastal Waterway on Anastasia Island in St. Augustine, Florida.

Situated on 157 acres, this community provides occupants with up-scale accommodations and scenic views of two historic St. Augustine landmarks, the Bridge of Lions, and the St. Augustine Lighthouse. The Isla Antigua Apartments includes 450 luxury waterfront residences and condominiums, with community amenities featuring a
resort-style pool with semiprivate cabanas, outdoor kitchen with gas grills and dining areas, a sunset beach retreat
with and fire pit lounges, plus executive office suites and other commercial development along SR 312.

Isla Antigua also provides a unique retreat for residents, with direct access to the beautiful Matanzas River with a boardwalk and private dock with kayak launch.

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

1	2	3	4	5	6	7	8	9	10

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS	
26. NAMES OF KEY PERSONNEL
(From Section E, Block 12)	27. ROLE IN THIS CONTRACT
(From Section E, Block 13)	28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key" section below before completing table.
Place "X" under project key number for participation in same or similar role.)	
		1		2	3	4	5	6	7	8	9	10	
Alex Acree, PE	Land Development Lead/ Civil Engineer	x	x	x			x	x			x	
Rob A. Matthews III, PE	Principal-in-Charge/ Civil Engineer	x	x	x	x	x	x	x	x	x	x	
Billy Almaguer, PE	QA/QC Manager/ Civil Engineer	x	x	x	x		x	x	x	x		
Scott Knowles, PE, LEED AP	Utility Coordinator/ Civil Engineer		x	x	x	x	x		x			
Chris Buttermore, PE	Transportation Lead/ Civil Engineer	x	x							x		

												

												

												

												

												
29. EXAMPLE PROJECTS KEY	
N NUMBER	TITLE OF EXAMPLE PROJECT (From Section F)	NUMBER	TITLE OF EXAMPLE PROJECT (From Section F)	

1	Sampson Creek CDD	
6	City of St. Augustine Continuing Engineering Contract	

2	Olympus Development/CDD	
7	St. Johns County Continuing Engineering Contract	

3	Stillwater Development/CDD	
8	Queen’s Harbour HOA	

4	South Village CDD	
9	San Marco Heights	

5	Flagler Estates Water & Road Mgmt. District	
10	Isla Antigua Apartments	

UMBER 1
2

3

4

5

NUMBER 6
7

8

9

10

STANDARD FORM 330 (REV. 7/2021) PAGE 4

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

To fully address the criteria requested in the RFQ, we offer the following additional information. This further demonstrates Matthews | DCCM’s expertise and capabilities to perform all work that is anticipated under this contract as District Engineer for the Pine Ridge Plantation CDD.

ABILITY AND ADEQUACY OF PROFESSIONAL PERSONNEL
Matthews | DCCM is equipped with a team of around 50 professionals, including engineers, technicians, inspectors, planners, architects, and project administrators, who bring extensive experience in a wide range of projects. This encompasses construction plans and specifications for land development, transportation systems, Signing & Pavement Markings, Maintenance of Traffic, stormwater management, utilities, structures, and permits from various authorities. Our Project Managers, Team Leaders, Engineers, and Technicians possess firsthand expertise in protocols, design criteria, and filing conventions necessary for permit and project approval.
Our key staff for this project team are experts in their disciplines and well suited to provide the continuing engineering services required of your District Engineer. Our project management team and discipline leads are supported by other highly skilled engineers, technicians, and designers to provide a well-rounded and well-staffed production force.

Alex Acree, PE | VP of Production | Proposed Role: Project Manager
As Project Manager, Alex will offer technical expertise and support throughout the planning, design, and implementation of the civil engineering design. He will take charge of preparing engineering drawings and specifications, coordinate with contractors and suppliers, and provide supervision for construction activities, including attending district meetings to ensure seamless project execution.

Rob A. Matthews III, PE | President | Proposed Role: Principal-in-Charge
As Principal-in-Charge, Rob will provide strategic direction and overall leadership to the project. He will be responsible for setting the vision, goals, and objectives of the project and ensuring they are effectively communicated and implemented. Rob will oversee key aspects such as client relations, project delivery, financial management, and quality control. He will play a critical role in decision-making, managing resources, fostering client relationships, and maintaining the overall success of the project.

Billy Almaguer, PE | VP of Culture and Innovation | Proposed Role: QA/QC Manager
As QA/QC Manager, Billy will ensure that the deliverables, services, and processes meet or exceed established quality standards. He will be responsible for developing and implementing quality management systems, procedures, and protocols to ensure consistency and compliance with regulations and client requirements.

Scott Knowles, PE | Sr. Professional Engineer | Proposed Role: Project Engineer/Utility Coordinator
As Utility Coordinator and Project Engineer, Scott will serve as Utility Coordinator and provide invaluable assistance in the development and execution of design and construction plans for our projects. His responsibilities encompass managing utility-related aspects and facilitating a seamless integration of utility systems within the broader project framework.

Chris Buttermore, PE | Transportation Lead | Proposed Role: Transportation Engineer
As Transportation Engineer, Chris will play a pivotal role in the planning, design, and execution of transportation infrastructure projects. His responsibilities will encompass a wide range of tasks related to transportation systems, aimed at enhancing safety, efficiency, and sustainability in the Pine Ridge Plantation community.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

CERTIFIED MBE
Matthews | DCCM is not a certified MBE.
WILLINGNESS & ABILITY TO MEET TIME & BUDGET REQUIREMENTS
The Matthews | DCCM Team commits to meeting the schedule and budget goals of the Pine Ridge Plantation CDD. Matthews | DCCM will determine the most cost-effective solutions and time saving measures for all project improvements issued under this contract.
Our team will be led by Alex Acree, PE, as the Project Manager. With the responsibility of managing this contract, Alex will oversee the resources needed to fulfill the requirements.
For each submittal, we establish advanced internal deadlines to allow for proper quality control of the deliverables as well as early submittals. Progress reports will be provided to the Project Manager including action items and schedule status reports. Some other measures we will apply to control the project schedule and budget include executing a detailed Project Management Plan, applying a strong QA/QC plan focused on constructibility reviews, developing a well-defined scope and updating the project cost estimate at every stage of the plans submittals, and early start on all critical issues such as public involvement, permitting and utility coordination.
Matthews | DCCM has a record of completing work on time and within budget. In fact, nearly every one of Matthews | DCCM’s projects have met these requirements. For work requiring quick turnaround, we adjust work schedules as necessary to meet our client’s needs. We commit to continuing our impressive service record by providing prompt responses and the delivery of quality construction documents.
CONSULTANT’S PAST EXPERIENCE/PERFORMANCE
Matthews | DCCM has maintained work/task order driven continuing service contracts for several years and has the experience and resources necessary to anticipate and compensate for these challenges. Through efficient scheduling, a dedicated workforce, solid experience, and proven record of success with past projects, Matthews | DCCM has earned a reputation for providing high-quality, innovative engineering solutions in a timely and cost-effective manner.
Matthews | DCCM has also completed multitude private development projects within its service area. These projects involved planning, design, and permitting, and many involved construction inspection. Pertinent to the interests of this RFQ, our expertise includes application of the latest versions of ICPR and PONDS hydrologic software applications
to address issues associated with stormwater infrastructure including stormwater ponds, and pond bank design and reconstruction. Clients that entrust Matthews | DCCM to perform these professional services on a continuing basis include:
»  Antigua Community Development District (Continuing Engineering Services - District Engineer)
»  Madeira Community Development District (Continuing Engineering Services - District Engineer)
»  Sampson Creek Community Development District (Continuing Engineering Services - District Engineer)
»  Stillwater Community Development District (Continuing Engineering Services - District Engineer)
»  South Village Community Development District (Continuing Engineering Services - District Engineer)
»  Tolomato Community Development District, Nocatee (Continuing Engineering Services - District Engineer)
»  Olympus Community Development District (Continuing Engineering Services - District Engineer)
»  Flagler Estates Road and Water Control District (Continuing Engineering Services - District Engineer)
»  St. Johns County School District (Continuing Engineering Services)
»  St. Johns County (Continuing Engineering Services)
»  St. Johns County Parks and Recreation Department (Continuing Engineering Services)
»  St. Johns County Airport (Civil Engineering Subconsultant Continuing Services)
»  City of St. Augustine (Continuing Contract for Professional Services - Civil & Environmental Engineering)

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

»  City of Jacksonville (A/E Continuing Services for Misc. Park Improvement Projects)
» City of Green Cove Springs (Continuing Engineering Services for Water, Wastewater, Drainage, Stormwater, Roadway & Parks)
» City of Flagler Beach (Emergency Civil/Structural Engineering, Planning & Emergency Management Support Services for Disaster Recovery)
»  Flagler County (Continuing Civil Engineering Services)
»  Flagler County School District (Continuing Civil Engineering Services)
»  Putnam County (Continuing Professional Engineering Services)
»  St. Johns River State College (Continuing Civil Engineering Services)
»  Catholic Diosese of St. Augustine (Civil Engineering Services)
»  Florida Department of Transportation, District 2 (Continuing Services Subconsultant for Landscape Design)
»  Florida Department of Military Affairs (Continuing Engineering Services)
GEOGRAPHIC LOCATION
Matthews | DCCM’s corporate office is located just north of the historic district at 7 Waldo Street in St. Augustine, Florida and will have direct responsibility for work performed under this contract. Our Jacksonville office is located at 6621 Southpoint Drive N #300 in Jacksonville. Our close proximity, ~40 miles, to Pine Ridge Plantation, make our staff readily available to serve the needs of the Pine Ridge Plantation CDD. This office location is important during permitting and construction to ensure timely responses.
RECENT, CURRENT & PROJECTED WORKLOADS
Matthews | DCCM assumes ultimate responsibility for project management, allocation of resources, and for the completion of projects assigned with respect to cost, schedule, and quality. Each of our team members have the capacity to accommodate the project requirements as described in this RFQ, and we have additional resources on-hand to provide support as needed. Matthews | DCCM and its team are well staffed and available to meet the needs for this contract.
Matthews | DCCM openly and frequently communicates with our team and is in control over the resources needed, both in-house and with our teaming partners, to provide the assurance that there will not be unforeseen delays. Our team has an enviable record of completing work on time and within budget. The level of service and quality products that Matthews | DCCM’s professional and technical staff delivers on a daily basis has earned our firm an excellent reputation and record for repeat business. This is indicative of the high level of client satisfaction with our performance and work products, our ability to meet deadlines, and keep projects within budgetary guidelines.

2023					2024		
Dec	Jan	Feb	March	April	May	June	July	Aug	Sept	Oct	Nov	

Each staff member is tracked using an internal forecast tool, which allows us to view/analyze workload projections on an individual level. We account for 80% of each person’s time for ongoing projects, leaving 20% available for new opportunities, such as the projects outlined in the RFQ. As we continue to hire and on-board new employees, our availability will increase. The graph below shows the available vs planned hours for our technical staff from November 2023 through October 2024.

Available Hrs	5,760	6,336	6,048	6,048	6,336	6,336	5,760	6,336	6,336	6,048	6,336	5,760	
Planned Hrs	4,608	5,068	4,438	4,438	5,068	5,068	4,608	5,068	5,068	4,438	5,068	4,608	

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

VOLUME OF WORK PREVIOUSLY AWARDED TO CONSULTANT BY DISTRICT
Matthews | DCCM has not previously performed work for the Pine Ridge Plantation CDD.
REFERENCES

Ernesto Torres, Sampson Creek CDD
904-940-5850
etorres@gmsnf.com

Daphne Gilyard, Stillwater CDD
877-276-0889
gillyardd@whhassociates.com

TECHNICAL EXPERIENCE
Stormwater Management & Permitting

Leslie Gallagher, Madeira CDD
904-838-7153
LGallagher@rizzetta.com

Shelly Vongchanta, St. Johns County
904-209-0150
svongchanta@sjcfl.us

Stormwater management engineering requires the seamless integration of site function, civil infrastructure, regulatory requirements, and client goals and objectives. To execute a project with so many moving parts requires a team of professionals who are experienced in delivering projects of varying sizes for all types of clients. Matthews | DCCM has an expert team of engineers and planners, and teams with other professionals that are proficient in their disciplines. We evaluate existing site conditions, including topography/pond banks, natural resources, wetlands and streams, drainage patterns, and existing or nearby utility and roadway infrastructure, so the site is contiguous with existing conditions and meets the intended use. Matthews | DCCM ensures that site layouts maximize development and land use potential with cost-effective features.
Matthews | DCCM is a leader in stormwater management design and permitting, and has completed stormwater studies and associated plans for projects ranging from single roadway intersections, to small, rapidly developing communities, cities, and counties. Matthews | DCCM has developed innovative approaches that integrate the needs of both the private sector and the municipalities in the development of recommendations. Matthews | DCCM’s stormwater plans are routinely approved and implemented with minimal opposition. We are able to accomplish this by including our clients, as well as the regulatory agencies, at the early stages of a project to be part of the planning process and resolve any potential permitting design issues from the start.
Drainage Studies & Design
Dependent upon the soil characteristics, roadway swales will be designed for proper stormwater storage, treatment, and conveyance. In some instances, roadside swales can be regraded and used as linear ponds to provide water quality treatment and attenuation. Alternatively, attenuation in roadside swales can be provided using ditch blocks or raised inlets. Regardless of the unique location challenges, our drainage engineering professionals will evaluate and design improvements as necessary to reduce flooding at each project location. Matthews | DCCM will manage these study/ design efforts. Our objective is to create effective, low maintenance drainage systems that will operate optimally with less maintenance requirements.
Utility (Potable & Sanitary) Design & Coordination
A key aspect of a project’s success requires an understanding of how existing utilities affect the design, maintenance schedule, and budget. Matthews | DCCM provides this critical need and conducts all utility design for potable and sanitary water, while also coordinating with using agencies. All meetings and utility conflict resolution is led by our in- house professional engineers. All utilities will be identified, designed and mapped within the relevant project corridor. Our design will avoid utility conflicts when possible and keep any utility relocations or adjustments to a minimum.
Additionally, our close relationship to many local utility agencies expedites production of accurate data and ultimately keeps the project moving forward, preventing delays. Effective utility coordination requires innovation, experience, and a team approach. Matthews | DCCM is eager and equipped to begin.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Grant Support & Administration
Matthews | DCCM has a long history of working with small to large municipalities to ensure they maximize the benefit of their grants. Since 2008, Matthews | DCCM has been involved with a number of projects financed in part with grant funds. Matthews | DCCM served as lead consultant for the St. Johns County Community Development Block Grant (CDBG) Disaster Recovery Initiative to address stormwater drainage and other issues within the County. Matthews
| DCCM has also worked on the Hazard Mitigation Grant Program (HMGP) application, providing grant application assistance for Putnam County. This included gathering information, conceptual design drawings, an opinion of probable costs for proposed improvements, project schedule with timeline and key milestones, and a maintenance schedule for the proposed improvements. This experience demonstrates that Matthews | DCCM is capable of handling the design and engineering as well as the timelines and processes associated with HMGP grants and working with the regulatory agencies such as the Department of Economic Opportunity (DEO). Matthews | DCCM’s extensive experience assisting counties and cities with grant-funded and grant-related public work projects has an estimated value exceeding $10M.

APPROACH TO PROJECT MANAGEMENT/METHODOLOGY
We understand that the role of an effective project manager is crucial for the overall success of any project. Therefore, the achievement of project objectives relies heavily on the implementation of effective project management practices throughout the project’s entire life cycle. These practices encompass several key elements, including:

UNDERSTANDING
Complete understanding of the scope & expectations

MANAGEMENT
Control of budget & schedule

ASSESSMENT
Risk assessment (and mitigation plan)

COMMUNICATION
Good communication between client & project team

ASSURANCE
Adherence to the QC plan

» Project Understanding: The project manager needs a deep understanding of project objectives, requirements, and outcomes, forming the basis for decision-making and alignment.
» Budget & Schedule Control: Our managers vigilantly oversee budgets and schedules, monitoring expenses, resources, and implementing strategies to prevent cost overruns and delays.
» Risk Management: Identifying and mitigating risks is crucial. Our manager assesses potential obstacles, gauges their impact, and develops mitigation plans to keep the project on track.
» Effective Communication: Open and transparent communication with the CDD and project team staff is vital for success. This fosters collaboration and shared project objectives.
» Quality Control (QC): Adherence to the QC Plan is fundamental. Our manager ensures quality standards are met, implements quality control measures, and conducts assessments for high-quality outcomes.
Schedule Management Among Team Members
Matthews | DCCM assumes ultimate responsibility for project management, allocation of resources among the team members, and for the completion of projects assigned with respect to cost, schedule, and quality. Each of our team members have the capacity to accommodate the District’s project service requirements as described in this RFQ, and we have additional resources on-hand to provide support as needed. As a whole, Matthews | DCCM is well staffed and we are available to meet the needs for this contract.
Matthews | DCCM is a local division of DCCM, LLC (DCCM), who is a provider of design, consulting, and construction management services that focuses on infrastructure marketplaces across the United States. Through a family of complementary brand divisions, DCCM serves a variety of end markets while offering a national reach. Through

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

strategic acquisitions and investments in organic growth, DCCM is able to offer an increasing depth of services across its growing customer base, including land planning, master plans, and commercial developments. DCCM is comprised of 1,000+ professionals across the county who specialize in multiple service lines. As part of DCCM, our team has the ability to tap into these resources as necessary to ensure project success.
Matthews | DCCM openly and frequently communicates with our team and is in control over the resources we need, both in-house and with our sub-consultant partners, to provide the assurance that there will not be unforeseen delays.
Matthews | DCCM has an enviable record of completing work on time and within budget. The level of service and quality products that Matthews | DCCM’s professional and technical staff delivers on a daily basis, has earned our firm an excellent reputation and record for repeat business. This is indicative of the high level of client satisfaction with our performance and work products, our ability to meet deadlines, and keep projects within budgetary guidelines. We attribute this success to our solid commitment to provide each client:

»  Open Lines of Communication
» Knowledgeable Team Members
» Local and Available Staff
» Quick Response Time
» Flexibility of Industry Experts with a Wide Range of Technical Capabilities

» Well Thought Out Project Approach
» Schedule Based on Real Data
» Internal Meetings with Project Manager and Design Teams
» Frequent Project Meetings with Client
» Technical Review Team Assisting in QA/QC

FIRM LICENSURE & PREQUALIFICATIONS
Matthews | DCCM is licensed to perform professional engineering and landscape architecture in the State of Florida and is certified with the Florida Department of State as an S-Corporation. Matthews | DCCM is also licensed to perform work in Georgia and South Carolina for both engineering and landscape architecture. A copy of the firm’s licenses, and key staff licenses, can be found at the of this section as Exhibit A.

FDOT Work Group Prequalifications
» 3.1 – Minor Highway Design
» 3.2 – Major Highway Design
» 7.1 – Signing, Pavement Marking and Channelization
» 10.1 – Roadway Construction Engineering Inspection
» 13.6 – Land Planning/Engineering
»  15 – Landscape Architect
FINANCIAL CAPACITY

Certifications
» Council of Landscape Architectural Registration Boards (CLARB) Certified Landscape Architect

Matthews | DCCM is a Sub “S” Corporation, founded in June 2005 and in its 18th year of business. Bank and CPA reference can be provided upon request. Both our Banker and CPA have vouched for our financial strength. To date, Matthews | DCCM has never faced legal proceedings of any kind for failing to meet or honor any of its contractual obligations.
INSURANCE
Matthews | DCCM carries General Liability insurance with a general aggregate limit of $2 million and Professional Errors and Omissions insurance with an aggregate limit of $2 million. Proof of insurance appears at the end of the additional information section as Exhibit B.

LEGAL REQUIREMENTS AND DISCLOSURE
No judicial or administrative agency or qualification board has ever investigated Matthews | DCCM or any of its employees. Neither Matthews | DCCM nor any Matthews | DCCM employee, including its engineers, has ever received any prior adverse decision or settlement relating to a violation of ethical standards.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Matthews | DCCM has not been terminated from any contract.
Matthews | DCCM has not defaulted on any contract or is in arrears on any contract. Matthews | DCCM or any of its employees are not involved in any litigation involving work.
Matthews | DCCM or any of its employees have not been the subject of any governmental action of any kind.
No person or affiliate associated with this submission has ever appeared on a convicted vendor list following conviction of a public entity crime.
Further, Matthews | DCCM accepts its responsibility to comply with all federal, state, county, and local laws, ordinances and regulations that affect the services covered in the Pine Ridge Plantation RFQ.
QUALITY & SCHEDULE CONTROL

Matthews | DCCM has project management methods established to help monitor and track each and every project. To begin, each contracted project is set up so that the project team can work efficiently and effectively. Our firm utilizes Deltek to manage the budget and major milestones for each project. At any point during a project, a Project Manager and/or team member can look to see how much time and effort has been expended for each Phase and Task of any project. This level of information exists for every phase of the project and allows for each project to be accurately tracked as it progresses to the typical 30%, 60%, and 90% milestones.
In addition to the use of Deltek, Matthews | DCCM has created an internal tracking system that tracks where each project is (firm wide), key milestones (including QA/QC), and allows for resource allocation (firm wide) so that project schedules can be met. It is important to know that every project is tracked and every Project Manager at our firm knows where each project is, its next step, and the resources that are required to get the task/phase done. Sub-consultants are managed so that the overall project schedule can be maintained, and the budget is adhered to. This includes weekly communication and coordination on project specifics, and monthly communication regarding the budget.
This system for project management allows us to control the quality of each and every deliverable. This ensures that we produce the highest quality of work so that projects can be efficiently permitted and constructed with an eye on cost savings. As deliverables move through the project tracking process, they are subject to a team review (originating team) and an independent review by a licensed PE who did not work on the project. This ensures that every deliverable has gone through a minimum of two reviews.
Matthews | DCCM QA/QC Team:

» Billy Almaguer, PE, QA/QC Manager
»  Scott Knowles, PE, QA/QC Support

» Branden Marcinell, EI, QA/QC Support
»  Ivan Lamoš, EI, QA/QC Support

Name:
Main Address: County:

MATTHEWS DESIGN GROUP, LLC (Primary
Name)
P.O BOX 3126
SAINT AUGUSTINE Florida 32085
ST. JOHNS

License Type: Rank:
License Number: Status: Licensure Date:
Expires:

Engineering Business Registry Registry
26535
Current 08/22/2005

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LICENSEE DETAILS
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2:17:36 PM 11/1/2023

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Special Qualifications

Qualification Effective

Alternate Names

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Licensee

Name:

MATTHEWS DESIGN GROUP, LLC

License Number:

26535

Rank:

Registry

License Expiration Date:

Primary Status:

Current

Original License Date:

08/22/2005

Related License Information

License

Number Status Related Party

Relationship Relation

Type

Effective Rank Date

Expiration Date

58425 Current, MATTHEWS, ROB A III Registry	08/22/2005 Professional 02/28/2025 Active		Engineer

2023 FLORIDA LIMITED LIABILITY COMPANY AMENDED ANNUAL REPORT
DOCUMENT# L22000424179
Entity Name: MATTHEWS DESIGN GROUP, LLC
Current Principal Place of Business:
7 WALDO ST.
ST. AUGUSTINE, FL 32084

FILED
Oct 12, 2023
Secretary of State 0691065126CC

Current Mailing Address:
7 WALDO ST.
ST. AUGUSTINE, FL 32084 US

FEI Number: 92-0592519
Name and Address of Current Registered Agent:
CLUKEY & TEBAULT, LLC 201 OWENS AVENUE UNIT A
SAINT AUGUSTINE, FL 32080 US

Certificate of Status Desired: No

The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.

SIGNATURE: MICAH CLUKEY
Electronic Signature of Registered Agent

10/12/2023
Date

Authorized Person(s) Detail :
Title	CEO
Name	MATTHEWS, KERI
Address	7 WALDO ST.

Title
Name Address

P
MATTHEWS, ROB 7 WALDO ST.

City-State-Zip: ST. AUGUSTINE FL 32084	City-State-Zip: ST. AUGUSTINE FL 32084

Title
Name Address

D
LANEHART, ERIC 7 WALDO ST.

Title
Name

DIRECTOR OF ARCHITECTURE
PICKETT, DANIEL

Address

7 WALDO ST.

City-State-Zip: ST. AUGUSTINE FL 32084

City-State-Zip: ST. AUGUSTINE FL 32084

Title
Name Address

AUTHORIZED MEMBER
HEWITT, JEREMY 7 WALDO ST.

City-State-Zip: ST. AUGUSTINE FL 32084

I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under
oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered.

SIGNATURE: ROB MATTHEWS
Electronic Signature of Signing Authorized Person(s) Detail

PRINCIPAL

10/12/2023

Date

EXHIBIT A - LICENSES

Ron DeSantis, Governor

Melanie S. Griffin,Secretary

STATE OF FLORIDA

BOARD OF PROFESSIONAL ENGINEERS
THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 471, FLORIDA STATUTES

ACREE, ALEXANDER R
69 CROWN COLONY RD ST AUGUSTINE FL 32092

EXPIRATION DATE: FEBRUARY 28, 2025
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.

This is your license. It is unlawful for anyone other than the licensee to use this document.

LICENSE NUMBER: PE73155

Ron DeSantis, Governor

Melanie S. Griffin,Secretary

STATE OF FLORIDA

BOARD OF PROFESSIONAL ENGINEERS
THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 471, FLORIDA STATUTES

MATTHEWS, ROB A. III
400 VILLAGE DR
ST. AUGUSTINE  FL 32084

EXPIRATION DATE: FEBRUARY 28, 2025
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.

This is your license. It is unlawful for anyone other than the licensee to use this document.

LICENSE NUMBER: PE58425

Ron DeSantis, Governor

Melanie S. Griffin,Secretary

STATE OF FLORIDA

BOARD OF PROFESSIONAL ENGINEERS
THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 471, FLORIDA STATUTES

ALMAGUER, BILLY JOE
597 DEER CROSSING ROAD ST. AUGUSTINE  FL 32086

EXPIRATION DATE: FEBRUARY 28, 2025
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.

This is your license. It is unlawful for anyone other than the licensee to use this document.

LICENSE NUMBER: PE58541

Ron DeSantis, Governor

Melanie S. Griffin,Secretary

STATE OF FLORIDA

BOARD OF PROFESSIONAL ENGINEERS
THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 471, FLORIDA STATUTES

KNOWLES, SCOTT A.
113 EAST END ROAD SAN MATEO  FL 32187

EXPIRATION DATE: FEBRUARY 28, 2025
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.

This is your license. It is unlawful for anyone other than the licensee to use this document.

LICENSE NUMBER: PE55391

Ron DeSantis, Governor

Melanie S. Griffin,Secretary

STATE OF FLORIDA

BOARD OF PROFESSIONAL ENGINEERS
THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 471, FLORIDA STATUTES

BUTTERMORE, CHRISTOPHER LEE
119 LAKEFRONT LANE ST. AUGUSTINE FL 32095

EXPIRATION DATE: FEBRUARY 28, 2025
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.

This is your license. It is unlawful for anyone other than the licensee to use this document.

LICENSE NUMBER: PE78811

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Client#: 189537

DCCMLLC

COVERAGES

CERTIFICATE NUMBER:

REVISION NUMBER:

CERTIFICATE HOLDER

CANCELLATION

ACORD 25 (2016/03)

1 of 1

#S6138674/M6090326

© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
JMH00

EXHIBIT B - CERTIFICATES OF INSURANCE

ACORDTM	CERTIFICATE OF LIABILITY INSURANCE	DATE (MM/DD/YYYY)
9/06/2023	
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.	
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s).	
PRODUCER
Propel Insurance
1201 Pacific Avenue; Suite 1000 COM Middle Market	CONTACT Aaron Leavitt
NAME:	
	PHONE	800 499-0933
(A/C, No, Ext):	FAX (A/C, No):	866 577-1326	
	E-MAIL	aaron.leavitt@propelinsurance.com
ADDRESS:	
	INSURER(S) AFFORDING COVERAGE	NAIC #	
Tacoma, WA 98402-4321			
	INSURER A : American Guarantee and Liability Ins.Co	26247	
INSURED	
Matthews Design Group LLC DCCM LLC
7 Waldo St.
St. Augustine, FL	INSURER B : Zurich American Insurance Company	16535	
		INSURER C : Evanston Insurance Company	35378	
		INSURER D :		
		INSURER E :		
		INSURER F :		

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.	
INSR
LTR	TYPE OF INSURANCE	ADDL INSR	SUBR WVD	POLICY NUMBER	POLICY EFF
(MM/DD/YYYY)	POLICY EXP
(MM/DD/YYYY)	LIMITS	
A	X	COMMERCIAL GENERAL LIABILITY			GLO872027300	06/30/2023	06/30/2024	EACH OCCURRENCE	$ 1,000,000	
			CLAIMS-MADE  X OCCUR						DAMAGE TO RENTED
PREMISES (Ea occurrence)	$ 100,000	
	X	BI/PD Ded:2,000							MED EXP (Any one person)	$ 10,000	
								PERSONAL & ADV INJURY	$ 1,000,000	
	GEN'L AGGREGATE LIMIT APPLIES PER:						GENERAL AGGREGATE	$ 2,000,000	
	X	 X PRO-  
POLICY	JECT	LOC
OTHER:						PRODUCTS - COMP/OP AGG	$ 2,000,000	
									$	
B	AUTOMOBILE LIABILITY			BAP87202400	06/30/2023	06/30/2024	COMBINED SINGLE LIMIT
(Ea accident)	$1,000,000	
	X	ANY AUTO						BODILY INJURY (Per person)	$	
		OWNED AUTOS ONLY
HIRED AUTOS ONLY		SCHEDULED AUTOS
NON-OWNED AUTOS ONLY						BODILY INJURY (Per accident)	$	
	X		X							PROPERTY DAMAGE
(Per accident)	$	
											$	
A		UMBRELLA LIAB

EXCESS LIAB	X	OCCUR CLAIMS-MADE			SXS808437600	06/30/2023	06/30/2024	EACH OCCURRENCE	$10,000,000	
	X									AGGREGATE	$10,000,000	
		DED		RETENTION $							$	
B	WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY	Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED?		N
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below	

N / A		WC872027200	06/30/2023	06/30/2024	X	PER STATUTE		OTH- ER		
							E.L. EACH ACCIDENT	$1,000,000	
							E.L. DISEASE - EA EMPLOYEE	$1,000,000	
							E.L. DISEASE - POLICY LIMIT	$1,000,000	
C	Profess, Poll			MKLV7PL0006013	08/06/2023	06/30/2024	$5,000,000 Clm.
$10,000,000 Agg.	
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)	

Sample	
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.	
	AUTHORIZED REPRESENTATIVE

			

I. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.	
31. SIGNATURE	32. DATE
11/10/2023	

I. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

33. NAME AND TITLE

Rob A. Matthews III, PE, President

PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)

ARCHITECT-ENGINEER QUALIFICATIONS

ARCHITECT-ENGINEER QUALIFICATIONS

1. SOLICITATION NUMBER (If any)

PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	
2a. FIRM (or Branch Office) NAME
Matthews Design Group, LLC dba Matthews | DCCM	3. YEAR ESTABLISHED
2005	4. UNIQUE ENTITY IDENTIFIER
60-3649117 (DUNS #)	
2b. STREET
7 Waldo Street	5. OWNERSHIP	
	a. TYPE
LLC, S-Corp	
2c. CITY
St. Augustine	2d. STATE
FL	2e. ZIP CODE
32084		
			b. SMALL BUSINESS STATUS	
6a. POINT OF CONTACT NAME AND TITLE

Alex Acree, PE, VP of Production		
	7. NAME OF FIRM (If Block 2a is a Branch Office)
NA	
6b. TELEPHONE NUMBER
(904) 826-1334	6c. EMAIL ADDRESS
Alex@MDGinc.com		
8a. FORMER FIRM NAME(S) (If any)	8b. YEAR ESTABLISHED	8c. UNIQUE ENTITY IDENTIFIER	
			
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM'S EXPERIENCE
AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	b. Discipline	c. Number of Employees	a. Profile Code	b. Experience	c. Revenue Index Number
(see below)	
		(1) FIRM	(2) BRANCH				
02	Administrative	7	1	C15	Construction Management	2	
08	CADD Technician	9	5	H07	Highways; Streets; Airfield Parking; Parking Lots	4	
12	Civil Engineer	9	1	H11	Housing (Residential, Multifamily, Apartments; Condos)	4	
15	Construction Inspector	1		L03	Landscape Architecture	1	
39	Landscape Architect		1	O01	Office Buildings; Industrial Parks	2	
47	Planner: Urban/Regional		2	P06	Planning (Site, Installation & Project)	3	
06	Architect		2	R04	Recreation Facilities; Parks; Marinas; etc.	1	
38	Land Surveyor	1		S13	Stormwater Handling & Facilities	3	
48	Project Manager	5		W04	Water Supply; Treatment & Distribution	2	
60	Transportation Engineer		1	L02	Zoning; Land Use Studies	2	

							

							

							
							
	Other Employees						
Total	32	13	02			
11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM
FOR LAST 3 YEARS
(Insert revenue index number shown at right)	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6.	$2 million to less than $5 million
$100,000 to less than $250,000	7.	$5 million to less than $10 million
$250,000 to less than $500,000	8.	$10 million to less than $25 million
$500,000 to less than $1 million	9.	$25 million to less than $50 million
$1 million to less than $2 million	10.  $50 million or greater	
a. Federal Work	0		
b. Non-Federal Work	6		
c. Total Work	6		
12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.	
a. SIGNATURE	b. DATE
11/28/2023	

PROFESSIONAL SERVICES REVENUE INDEX NUMBER
1.	Less than $100,000	6.	$2 million to less than $5 million
2.	$100,000 to less than $250,000	7.	$5 million to less than $10 million
3.	$250,000 to less than $500,000	8.	$10 million to less than $25 million
4.	$500,000 to less than $1 million	9.	$25 million to less than $50 million
5.	$1 million to less than $2 million	10.  $50 million or greater

12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

c. NAME AND TITLE

Rob A. Matthews III, PE, President

STANDARD FORM 330 (REV. 7/2021) PAGE 6

PREPARED BY:
Matthews | DCCM
Corporate Headquarters
7 Waldo Street, St. Augustine, FL 32084 904.826.1334
www.MDGinc.com

CONTACT:
Alex Acree, PE
AAcree@MDGinc.com

ARCHITECT ENGINEER QUALIFICATIONS

PART 1- CONTRACT-SPECIFIC QUALIFICATIONS

CONTRACT INFORMATION

TITLE AND LOCATION (City and State)
ine Ridge Plantation Communitl'_ Development District
PUBLIC NOTICE DATE	3. SOLICITATION OR PROJECT NUMBER
BFQ for Engineering Servit::es
ARCHITECT-ENGINEER POINT OF CONTACT

NAME AND TITLE
D. GlyJ'.l }" ylor, P.E.
NAME OF FIRM
Taylor & White, Inc
TELEPHONE NUMBER
904-346-0671

FAX NUMBER	(8. E-MAIL ADDRESS
lvnn.taylor@tavlorandwhite.com
PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)

	(Check)	

9. FIRM NAME	

10. ADDRESS	

11. ROLE IN THIS CONTRACT	
	w
::;;
ii::
Cl.	a:
w
>,z1-
'Cl:
<t
a.	§§
g				

a.	

X			Taylor & White, Inc.

D CHECK IF BRANCH OFFICE	9556 Historic Kings Rd. S. Ste 102
Jacksonville, Florida	Professional Engineering	

b.				

D CHECK IF BRANCH OFFICE			

c.				

D CHECK IF BRANCH OFFICE			

d.				
□CHECK IF BRANCH OFFICE			

e.				
□CHECK IF BRANCH OFFICE			

f.				
□CHECK IF BRANCH OFFICE			
ORGANIZATIONAL CHART OF PROPOSED TEAM	0	(Attached)

AUTHORIZED FOR LOCAL REPRODUCTION	STANDARD FORM 330 (REV. 7/2021)

(Complete one Section E for each key person.)
12. NAME

D. Glynn Taylor, P.E.	13. ROLE IN THIS CONTRACT

Professional Engineer	14. YEARS EXPERIENCE	
		a. TOTAL	Tb. WITH CURRENT FIRM
37	12a	
15. FIRM NAME AND LOCATION (City and Slate)
Taylor & White, Inc. Jacksonville, Florida
16. EDUCATION (Degree and Specialization)	17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)	
BSCE- University of Florida 1985
BSMA- Florida Southern College 1986	State of Florida #44163
State of Georgia #23690
Engineer Firm State of Florida #7298
Engineer Firm State of Georgia #00278	
18. OlHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.)
American Society of Civil Engineers, Florida Institute of Consulting Engineers

19. RELEVANT PROJECTS

a.	(1) TITLE AND LOCATION (City and Slate)
Two  Creeks- Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONALSERVICESICONSTRUCTION (If applicable)
2004-2007	2/2008	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFICROLE	Che k if P.roject 'rformed with current firm
Two Creeks is a 62"4 single family development in Clay County on 624 acres located within the I:}.  nan ield Master Ian. All Roadways, sidewalks, wa1 distribution systems ,sanitary sewer, reuse water, pump station and stormwater management systems were designed and constructed. T&W is District Engineer for Two Creeks CDD.	

b.	(1) TITLE AND LOCATION (City and State)
Wilford Preserve- Clay County, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES, !CONSTRUCTION (If applicable)
2016·2018	Pending	
	(3) BRIEF DESCRIPTION(Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Wilford Preserve is a 445 lot single Family Development on 264.56 ac. within the Brannan Field Master Plan in Clay County. T&W is responsible for the planning, design, and permitting of the 445 lots, including 3,500 LF of Cheswick Oak Avenue within 1 set of plans, design and permitting of the stormwater management system, roadways, reuse water, and sanitary sewer.	•	

c.	(1) TITLE AND LOCATION (City and State)
Granary Park- Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES,lco NSTRUCTION (If applicable)
2020-2022	2021• Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) ANO SPECIFIC ROLE	0 Check if project perfonned with current firm
Granary Park is a 3 phase 771 Single Family subdivision on 290.5 ac. within the Brannan Field Master Plan in Clay County. T&W was
responsible for the design and permitting of all roadways, sidewalks, water distribution systems, sanitary sewer collection systems, including 2 pump stations, reuse water, stormwater management systems and Amenity Center. T&W is the District Engineer for the
CD□.	

d.	(1) TITLE AND LOCATION (City and State)
Robinson Ranch- Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONAL SERVICESICONSTRUCTION (If applicable)
2021- Present	2021• Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cos/, ate.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Robinson Ranch is a 348 Single Family Subdivision on 200.1 ac. within the Brannan Field Master Plan in Clay County. The subdivision was designed and permitted in 2 phases. T&Wwas responsible for the design and permitting all roadways, sidewalks, water distribution system, sewer collection systems, reuse water system, stormwater management system and Amenity Center.	

e.	(1) TITLEAND LOCATION(City and State)
Jennings Farm- Clay County, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES, !CONSTRUCTION (If applicable)
2020·2021	2022- Present	
	(3) BRIEFDESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project perfomied with current finn
Jennings Farm is a 314 Single Famlly Subdivision on 189 ac. within the Lake Asbury Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks, water distribution system, sanitary sewer collections system, including the Master Pump Station, reuse water system and stormwater management system, and the Amenity Center.	

:er

(Complete one Section E for ooch key person.)
12. NAME

Richard L. Edwards, Jr. (JJ)	13. ROLE IN THIS CONTRACT

Project Engineer/Inspector	14. YEARS EXPERIENCE	
		a. TOTAL	1:·WITH CURRENT FIRM
11	

FIRM NAME AND LOCATION (City and State)
Taylor & White, Inc.  Jacksonville, Florida
EDUCATION (Degree and Specialization)
Bachelors of Science Ocean Engineering

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
E.1. (Engineer Intern}
P.E. Professional Engineer State of FL. (# Pending)

OTHER PROFESSIONAL QUALiFICATIONS (Publications, Organizations, Training, Awards, etc.)

RELEVANT PROJECTS

a.	(1) TITLE AND LOCATION (City and State)
Granary Park- Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES !CONSTRUCTION (If applicable)
2020-2022	2021- Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check If project performed with current firm
Granary Park is a 3 phase 771 lot Single Family subdivision on 290.5 ac. within the Brannan Field Master Plan in Clay County. T&Wwas responsible for the design and permitting of all roadways, sidewalks, water distribution systems, sanitary sewer collection systems including 2 pump stations, reuse water, stormwater management systems and Amenity Center. T&W also provides construction observation and certification of the phases as completed. T&W is the District Engineer for the Sandridge CDD.	

b.	(1) TITLE AND LOCATION(City and Slate)
Jennings Farm- Clay County, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICESICONSTRUCTION (If applicable)
2D20-2021	2022- Present	
	(3) BRIEF DESCRIPTION (Bn"ef scope, size, cost, etc.) ANDSPECIFIC ROLE	0 Check if project performed with current firm
Jennings Farm is a 314 Single Family Subdivision on 189 ac. within the Lake Asbury Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks, water distribution system, sanitary sewer collections system including the Master Pump Station, stormwater management system, and the Amenity Center. T&W also provides construction observation and certification of the phases as completed.	

c.	(1) TITLE ANO LOCATION (City and Slate)
KindlewoDd Townhomes- Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES;ICONSTRUCTI0N(If applicable)
2021-2022	2022-2023	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Kindlewood Townhomes is 106 Townhomes on 30.6 ac. within the Brannan Field Master Plan in Clay County. T&W was responsible for design and permitting of all roadways, sidewalks, water distribution system, sanitary sewer collection system, reuse system, and stormwater management facility.	
	(1) TITLE AND LOCATION (City andStale)
Cheswick South- Clay County, Florida	(2} YEAR COMPLETED	
		PROFESSIONAL SERVICES,CONSTRUCTI0N (If applicable)
2019-2022	2022- Present	

(3) BRIEF DESCRIPTION (Brief scope, size, cost. etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm

	Cheswick South is a 230 lot single family subdivision on 129.25 ac. within the Brannan Field Master Plan in Clay County. T&Wwas responsible for
design and permitting of the roadways, sidewalks, water distribution system, sanitary sewer collection system, including one sanitary sewer pumpstation, reuse system and stormwater management system. This project was added to the Wilford Preserve CDD. T&W is also responsible for overseeing construction and certification to all agencies.	

e.	(1) TlnE ANO LOCATION (City and Slate)
Robinson Ranch- Clay County, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES!;CONSTRUCTION (If l!pplicable)
2021- Present	2021-Present	
	{3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Robinson Ranch is a 348 Single Family Subdivision on 200.1 ac. within the Brannan Field Master Plan in Clay County. The subdivision was designed and permitted in 2 phases. T&W was responsible for the design and permitting all roadways, sidewalks, water distribution system, sewer collection systems, reuse water system, stormwater management system and Amenity Center. T&W also provides construction observation and certification of the phases as completed.	

d.

12. NAME

Barry M. Rohrer	13. ROLE IN THIS CONTRACT

Project Designer/Inspector	14. YEARS EXPERIENCE	
		a. TOTAL	Tb, \NITH CURRENT FIRM
28	J1a	
15. FIRM NAME AND LOCATION (City and State)

16. EDUCATION (Degree and Specialization)

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

AS Civil Engineering

Taylor & White, Inc. Jacksonville, Florida
OTHER PROFESSIONAL QUALIFICATIONS {Publ/callons, Organizations, Training, Awa!ds, etc.)

RELEVANT PROJECTS

a.	{1) TITLE AND LOCATION {City and State)
Wilford Preserve Phase IV- Clay County, Florida		(2) YEAR COMPLETED	
PROFESSIONAL SERVICES,CONSTRUCTION (If applicable)
2016-2018	2018-2023	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Wilford Preserve is a 445 lot single Family Development on 264.56 ac. within the Brannan Field Master Plan in Clay County. T&W is responsible for the planning, deslgn, permitting, construction observation and certification of the 445 lots, including 3,500 LF of Cheswick Oak Avenue, stormwater management system, roadways, water distribution system, reuse water, and sanitary sewer collections systems. T&W is District Engineer for Wilford Preserve COD.	

b.	(1) TITLE AND LOCATION (City and State)
Cheswick South- Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES lco NSTRUCTION (If applicable)
2019-2022	2022- Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Cheswick South is a 230 lot single family subdivision on 129.25 ac. within the Brannan Field Master Plan in Clay County.T&W was responsible for design and permitting of roadways, sidewalks, water distribution system, sanitary sewer collection system including one sanitary sewer pumpstation, reuse system, and stormwater management systems.	

c.	(1) TITLE AND LOCATION (City and State)
UHaul SR16/CR16A- St. Augustine, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES,!CONSTRUCTION (If applicable}
2021-2023	2022· Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
UHaul SR161CR16A is a 3 story 123,984 sfClimatized main self·storage facility, a 16,176sf U-Box storage building, 6 mini-storage outbuildings, and 89 boaliRV rental sites situated on 13.6ac.T&W was responsible for design, permitting, construction observation and certification of the site including parking, water distribution systems, gravity sewer, including private pump station, and stormwater management facility including Fire Main.	
	(1) TITLE AND LOCATION (City and Stale)
UHaul Appleyard Drive- Tallahassee, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES!CONSTRUCTION (If applicable)
2021-2023	2023- Present	

	UHaul Appleyard Drive consists of a 3 story 97,284 sf Climatized Main Self storage Facility, a 16,148 U-Box storage building, & a 2000sf mini storage building, situated on 7.3 ac. T&W was responsible for design and permitting of the site including parking, water distribution system including Fire Main, gravity sewer collection system and stormwater mgmt.	

e.	(1) TITLE AND LOCATION (City and State)
Robinson Ranch- Clay County, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES, !CONSTRUCTION {If applicable)
2021•Present	2021-Present	
	(3) BRIEF DESCRIPTION {Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Robinson Ranch is a 348 Single Family Subdivision on 200.1 ac. within the Brannan Field Master Plan in Clay County. The subdivision was designed and permitted in 2 phases. T&W was responsible for the design and permittlng all roadways, sidewalks, water distribution system, sewer collection systems, reuse water system, stormwater management system and Amenity Center. T&W also
provides construction observation and certification of the phases as completed.	

d. (3) BRIEF DESCRIPTION (B1ief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm

16, EDUCATION (Degree and Specialization)
Associates in Arts Degree

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

RELEVANT PROJECTS

a.	(1) TITLE AND LOCATION (City and State)
Two Creeks• Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONAL SERVICESICONSTRUCTION (If applicable)
2004-2007	2/2008	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check If project performed with current firm
Two Creeks is a 625 single Family development in Clay County on 624 Acres located within the Brannan Field Master Plan. T&W was responsible for design, permitting, construction observation and certification of all roadways, sidewalks, water distribution systems, sanitary sewer collection system including three CCUA sanitary pump stations, reuse water, and stormwater management systems. T&W is District Engineer for Two Creeks
coo	

b.	(1) TITLE AND LOCATION (City and State)
Wilford Preserve- Clay County, Florida			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES;ICONSTRUCTION (If applicable)
2016-2018	Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Wilford Preserve is a 445 lot single Family Development on 264.56 ac. within the Brannan Field Master Plan in Clay County. T&W is responsible for the planning, design, permitting, construction observation and certification of the 445 lots, including 3,500 LF of Cheswick Oak Avenue, stormwater management system, roadways, water distribution system, reuse water, and sanitary sewer collections systems. T&W is District Engineer for Wilford Preserve COD.	

c.	(1) TITLE AND LOCATION (City and State)
Granary Park- Clay County			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES,!CONSTRUCTION (If applicable)
2020-2022	2021- Present	
	(3) BRIEFDESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Granary Park is a 3 phase 771 lot Single Family subdivision on 290.5 ac. within the Brannan Field Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks, water distribution systems, sanitary sewer collection systems including 2 pump stations, reuse water, stormwater management systems and Amenity Center. T&W also provides construction observation and certification of the phases as completed. T&W is the District Engineer for the Sandridge COD.	
	(1) TITLE AND LOCATION (C/fy and State)
Jennings Farm- Clay County	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICESICONSTRUCTION (If applicable)
2021-2022	2022- Present	

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm

	Jennings Farm is a 314 Single Family Subdivision on 189 ac. within the Lake Asbury Master Plan in Clay County. T&W was
responsible for the design and permitting of all roadways, sidewalks, water distribution system, sanitary sewer collections system including the Master Pump Station, stormwater management system, and the Amenity Center. T&W also provides construction observation and certification of the phases as completed.	

e.	(1) TITLE AND LOCATION (City and State)
Cheswick South Clay County	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES,ICONSTRUCTION(If applicable)
2019-2022	2022- Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Cheswick South is a 230 lot single family subdivision on 129.25 ac. within the Brannan Field Master Plan in Clay County. T&W was responsible for design and permitting of the roadways, sidewalks, water distribution system, sanitary sewer collection system, including one sanitary sewer pumpstation, reuse system and stormwater management system. This project was added to the Wilford Preserve coo. T&W is also responsible for overseeing construction and certification to all agencies.	

d.

16. EDUCATION (Degree and Spec/a/izatlon)

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards. etc.)

RELEVANT PROJECTS

a.	(1) TITLE AND LOCATION (City and State)
Two Creeks- Clay County			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES;ICONSTRUCTION (If applicable)
2004-2007	2/2008	
	(3) BRIEF DESCRIPTION (Brief scope, size, cast, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Two Creeks is a 625 single Family development in Clay County on 624 Acres located within the Brannan Field Master Plan. T&W was responsible for design, permitting, construction observation and certification of all roadways, sidewalks, water distribution systems, sanitary sewer collection system including three CCUA sanitary pump stations, reuse water, and stormwater management systems. T&W is District Engineer for Two Creeks COD.	

b.	(1) TITLE AND LOCATION (City and State)
Granary Park- Clay County			(2) YEAR COMPLETED	 PROFESSIONAL SERVICES,!CONSTRUCTION (If applicable)
2020-2022	2021- Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Granary Park is a 3 phase 771 lot Single Family subdivision on 290.5 ac. within the Brannan Field Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks, water distribution systems, sanitary sewer collection systems including 2 pump stations, reuse water, stormwater management systems and Amenity Center. T&W also provides construction observation and certification of the phases as completed. T&W is the District Engineer for the Sandridge COD.	

c.	(1) TITLE AND LOCATION (City and State)
Robinson Ranch- Clay County			{2) YEAR COMPLETED	 PROFESSIONAL SERVICESICONSTRUCTION /If applicable)
2021-Present	2021-Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Robinson Ranch is a 348 Single Family Subdivision on 200.1 ac. within the Brannan Field Master Plan in Clay County. The subdivision was designed and permitted In 2 phases. T&Wwas responsible for the design and permitting all roadways. sidewalks, water distribution system. sewer collection systems, reuse water system, stormwater management system and Amenity Center. T&Walso provides construction observation and certification of the phases as completed.	

d.	(1) TITLE AND LOCATION (City and State)
Jennings Farm	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES, !CONSTRUCTION (If applicable)
2020-2021	2022- Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Jennings Farm is a 314 Single Family Subdivision on 189 ac. within the Lake Asbury Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks, water distribution system, sanitary sewer collections system including the Master Pump Station, stormwater management system, and the Amenity Center. T&W also provides construction observation and certification of the phases as completed.	

e.	(1) TITLE AND LOCATION (Ci/yand State)
Cheswick South Clay County	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICESICONSTRUCTION (If appllcable)
2019-2022	2022· Present	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	0 Check if project performed with current firm
Cheswick South is a 230 lot single family subdivision on 129.25 ac. within the Brannan Field Master Plan In Clay County. T&W was responsible for design and permitting of the roadways, sidewalks, water distribution system, sanitary sewer collection system, including one sanitary sewer pumpstation, reuse system and stormwater management system. This project was added to the Wilford Preserve COD. T&W is also responsible for overseeing construction and certification to all agencies.	

PROJECT OWNER
Dream Finders Homes

POINT OF CONTACT NAME
Batey McGraw

POINT OF CONTACT TELEPHONE NUMBER
904-644-7670

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
CQmplete one Sectiori_...f for each proiect.J	20. EXAMPLE PROJECT KEY NUMBER	
21. TITLE AND LOCATION (City ana State)
Wilford Preserve- Clay County, Florida			22. YEAIR COMPLETED	 PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2016-2018	2018-2023	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Wilford Preserve is a 445 lot Single Family Development situated on 264.56 ac. within the Brannan Field Master Plan in Clay County. T&W is responsible for the planning, design and permitting of the 445 single family lots, including 3,500 LF of Cheswick Oaks Avenue within one set of plans. T&W is responsible for the design and permitting of the stormwater sewer pump station and force main. Wilford Preserve will have two entrances, one to Cheswick Oak Avenue and one to White Herron Lane, located within Spencer Plantation Subdivision.

T&W Cost: $264,000.00
Estimated Subdivision Cost: $17 Million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Taylor & White, Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, Florida	(3) ROLE
Design, Permitting, and Construction Observation to Certification	

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	{3)ROLE	

c.	(1) FIRM NAME	(2) Fl RM LOCATl ON (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State}	(3}ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and Stale)	(3) ROLE	

PROJECT O'NNER
Two Creeks Develo_ement, LLC

POINT OF CONTACT NAME
Greg Matovina

POINT OF CONTACT TELEPHONE NUMBER
904-436-6270

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project. )	120. EXAMPLE PROJECT KEY NUMBER
2	
21. TITLE AND LOCATION (City and Stale)
Two Creeks- Clay County	22. YEAR COMPLETED
PROFESSIONAL SERVICES  CONSTRUCTION (If applicable)
2004-2006	2006-2008	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Two Creeks is a 624 single family development in Clay County on 624 acres located within the Brannan Field Master Plan. All roadways, sidewalks, water distributions systems, sanitary sewer, reuse water, pump station and stormwater management systems were designed and constructed. T&W is the District Engineer for Two Creeks COD. Estimated construction costs- $20 million.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1)RRMNAME	(2) FIRM LOCATlON (City and Slate)
Jacksonville, Florida	(3}ROLE
Design, Permitting, and Construction Observation to Certification	
a. Taylor & 'Mlite, Inc			

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3)ROLE	

c.	(1) FIRM NAME	(2) RRM LOCATION (City and Stale)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and Slate)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

PROJECT OWNER
Green Pointe Development, LLC

POINT OF CONTACT NAME
Mike Taylor

POINT OF CONTACT TELEPHONE NUMBER
904-996-2485

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
3	
21. TITLE AND LOCATION (City and State)
Granary Park Clay County, Florida			22. YEAR COMPLETED	 PROFESSIONAL SERVICES ICONSTRUCTION (If applicable)
2020-2021	2021- Current	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Granary Park is a 3 phase 771 single family subdivision on 290.5 acres within the Brannan Field Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks, water distribution systems, sanitary sewer collection systems, including 2 pump stations, reuse water, stormwater management systems and Amenity Center. T&W is the District Engineer for the CDD.

T&W Costs- $500,000
Estimated Construction Costs- $27million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Taylor & White, Inc	(2) FIRM LOCATION (City and State)
Jacksonville, Florida	(3) ROLE
Design, Permitting and Construction Observation to Certification	

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and Stare)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3)ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f,	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

PROJECT OWNER
AMH Development

POINT OF CONTACT NAME
James Shonkwiler

POINT OF CONTACT TELEPHONE NUMBER
407-432-9512

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each proiecU	20. EXAMPLE PROJECT KEY NUMBER
4	
21. TITLE AND LOCATION (City and $/ate)
Robinson Ranch- Clay County, Florida	PROFESSIONAL SERVICES I
	22. YEAR COMPLETED	
coNSTRUCTION (If applicable)	
	2021-2022	2021-Current	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scape, size, and cost)
Robinson Ranch is a 348 Single Family Subdivision on 200.1 acres within the Brannan Field Master Plan in Clay County. The subdivision was deslgned and permitted in 2 phases. T&W was responsible for the design and permitting of all roadways, sidewalks,water distribution system, sewer collection systems, reuse water system, stormwater management system and Amenity Center.

T&W Costs- $209,000
Estimated Construction Costs- $15.7 million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FlRM LOCATlON (City and State)
Jacksonville, Florida	1(3) ROLE
Design, Permitting and Construction Observation to Certification	
a. Taylor & White, Inc			

b.	(1) FIRM NAME	(2) F1RM LOCATION (City and State)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3)ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FlRM LOCATlON (City and Slate)	(3) ROLE	

PROJECT OWNER
LGI Homes

POINT OF CONTACT NAME
Brian Martin

POINT OF CONTACT TELEPHONE NUMBER
407-619-1291

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project. l	20. EXAMPLE PROJECT KEY NUMBER
5	
21. TITLE AND LOCATION (City and Stale)
Jennings Farm- Clay County, Florida			22. YEAIR COMPLETED	 PROFESSIONAL SERVICES CONSTRUCTION (If appficatJle)
2020·2021	2022-Current	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Jennings Farm is a 314 Single Family Subdivision on 189 acres within the Lake Asbury Master Plan in Clay County. T&W was responsible for the design and permitting of alt roadways, sidewalks, water distribution system, sanitary sewer collection system including the Master Pump Station, reuse water system and stormwater management system, and the Amenity Center.

Estimated Construction Costs- $17 million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and State)
Jacksonville, Florida	(3) ROLE
Design, permitting, and construction observation to certification	
a. Taylor & White, Inc			

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and srate)	(3) ROLE	

e.	(1) FIRM NAME	(2) FlRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FlRM LOCATION (City and State)	(3) ROLE	

PROJECT OWNER
Klndlewood Investors, LLC

POINT OF CONTACT NAME
Rick Wood

POINT OF CONTACT TELEPHONE NUMBER
904-264-6553

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Prasent as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each proiect.)	120. EXAMPLE PROJECT KEY NUMBER
6	
21. TITLE AND LOCATION (City and State)
Kindlewood Townhomes- Clay County, Florida	22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2021-2022	2022-2023	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Kindlewood Townhomes is 106 Townhomes on 30.6 acres within the Brannan Field Master Plan in Clay County. T&Wwas responsible for the design and permitting of all roadways, sidewalks, water distribution system, sanitary sewer collection system, reuse water system, and stormwater management facility.

T&W Costs- $185,000
Estimated Construction Costs- $2.Smillion

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FlRM LOCATION (City and Stale)
Jacksonville, Florida	(3) ROLE
Design, permitting, and construction observation to certification	
a. Taylor & White, Inc			

b.	(1) FIRM NAME	(2) FlRM LOCATION (City and Stale)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FlRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

a. PROJECT OVV'NER
Dream Finders Homes

b, POINT OF CONTACT NAME
Louis Cowling

c. POINT OF CONTACTTIELEPHONE NUMBER
904-907-6388

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.!	20. EXAMPLE PROJECT KEY NUMBER
7	
21. TITLE AND LOCATION (City and State)
Wilford Preserve Phase IV- Clay County, Florida	22. YEAR COMPLETIED	
	PROFESSIONAL SERVICESICONSTRUCTION (If applicable)
2019-2021	2022-Current	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost).
Wilford Preserve Phase IV is a 148 lot single family subdivision on 86.6 acres within the Brannan Field Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks,water distribution system, sanitary sewer collection systems including one sanitary sewer pump station, reuse water system, stormwater management system. This project was added to the Wilford Preserve COD. T&W Is also responsible for overseeing construction and certifications to all agencies.

Estimated Construction Costs- $17.6 million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and Slate)
Jacksonville, Florida	(3) ROLE
Design, Permitting and Construction Observation to Certification	
a. Taylor & White, Inc			

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and Stale)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and Stata)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	
STANDARD FORM 330 (REV. 7/2021) PAGE 3

,,

PROJECT OWNER
Dream Finders Homes

POINT OF CONTACT NAME:
Louis Cowlin

POINT OF CONTACT TELEPHONE NUMBER
904-907-6388

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	120. EXAMPLE PROJECT KEY NUMBER
8	
21. TITLE AND LOCAT10N (City and Stale)
Cheswick South- Clay County, Florida	22. YEAR COMPLETED
PROFESSIONAL SERVICES  CONSTRUCTION (lfappUcableJ
2019-2022	2022-Current	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Cheswick South is a 230 lot single family subdivision on 129.25 acres within the Brannan Field Master Plan in Clay County. T&W was responsible for the design and permitting of all roadways, sidewalks.water distribution system, sanitary sewer collection systems including one sanitary sewer pump station, reuse water system, stormwater management system. This project is ln the process of being added into the Wilford Preserve CDD. T&W is also responsible for overseeing construction and certifications to all agencies.

T&W Costs- $567,000
Estimated Construction Costs- $9.5 million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Taylor & White, Inc	(2) FlRM LOCATION (City and State)
Jacksonville, Florida	(3) RULE
Design, Permitting and Construction Observation to Certification	

b.	(1) FIRM NAME	(2) ARM LOCATION (City and State)	(3) ROLE	

c.	(1) ARM NAME	(2) FlRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FlRM LOCATION (City and State}	(3) ROLE	

PROJECT OWNER
Ed Hatcher

POINT OF CONTACT NAME
Brian Mann

POINT OF CONTACT TELEPHONE NUMBER
904-837-6234

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F foreach_m-oiect.J	120. EXAMPLE PROJECT KEY NUMBER
9	
21. TITLE ANO LOCATION (City and Slate)
UHaul SR16/CR16A- St. Augustine, Florida	22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2021-2023	2022-Current	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cos/)
UHaul SR16/CR16A consists of a 3 story 123,984 sf Climatized main self storage facility, a 16,176sf U-Box Storage building, 6 mini storage out buildings, and 89 boat/RV rental sites situated on 13.6 acres. T&W was responsible for the design and permitting, construction observation and certification of the site including parking, water distribution system, gravity sewer, including private pump station and stormwater management facility including fire main.

T&W Costs-$126,000
Estimated Construction Costs- $12 million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FlRM LOCATION (City and State)
Jacksonville, Florida	(3) ROLE
Design, Permitting and Construction Observation to Certification	
a. Taylor & White, Inc			

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d,	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3)ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and Slate)	(3)ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

PROJECT OWNER
Ed Hatcher

POINT OF CONTACT NAME
Christopher Ferguson

POINT OF CONTACT TELEPHONE NUMBER
904-449-2326

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.J	120. EXAMPLE PROJECT KEY NUMBER
10	
21. TITLE AND LOCATION (City and State)
UHaul Appleyard Drive, Tallahassee, Florida	22. YEAR COMPLETED
PROFESSIONAL SERVICES  CONSTRUCTION (tr applicable)
2021-2023	2023-Current	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
UHaul Appleyard Drive consists of a 3 story 97,284 sf Climatized main self storage facility, a 16,14Bsf U-Box Storage building, and a 2000sf mini storage out building, situated on 7.3 acres. T&W was responsible for the design and permitting of the site including parking, water distribution system including fire main, gravity sewer collection system, and stormwater management facility.

T&W Costs- $122,000
Estimated Construction Costs- $15 million

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Taylor & White, Inc	(2) FIRM LOCATION (City and State)
Jacksonville, Florida	(3)ROLE
Design, Permitting and Construction Observation to Certification	

b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3)ROLE	

c.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

d.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

e.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

26. NAMES OF KEY PERSONNEL
(From Section E, Block 12)	27. ROLE IN THIS CONTRACT
(From Section E, Block 13)		28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key" section below efo_re completin_g b/e.	
		Place ''X" under project key number for participation m same or s1m1/ar role.)	
			1	2	3	4	5	6	7	8	9	10	
D. Glynn Taylor	Professional Engineer	X	X	X	X	X	X	X	X	X	X	
Richard (JJ) Edwards	EIT/Professional Engineer			X	X	X	X	X	X			
James C. Johnson	Project Designer	X	X	X	X	X		X	X			
Barry Rohrer	Project Designer	X						X	X	X	X	
Tony Ringler	Project Designer	X	X	X	X	X	X	X	X			

												

												

												

												

												

29. EXAMPLE PROJECTS KEY

NUMBER	TITLE OF EXAMPLE PROJECT /Fmm Section Fl	NUMBER	TITLE OF EXAMPLE PROJECT /From Section Fl	
1	Wilford Preserve	6	Kindlewood Townhomes	
2	Two Creeks	7	Wilford Preserve Phase 1V	
3	Granary Park	
8	Cheswick South	
4	Robinson Ranch	9	UHaul SR16/CR16A	
5	Jennings Farm	10	UHaul Appleyard Drive	

H. ADDITIONAL INFORMATION

PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

SIGNATURE

I. AUTHORIZED REPRESENTATNE
The foregoingj a statemen_t_ of facts.

r DATE

33. NAME AND TITLE

1. SOLICITATION NUMBER (If any)

ARCHITECT-ENGINEER QUALIFICATIONS

PART II -GENERAL QUALIFICATIONS

2a. ARM (or Branch Office) NAME
Taylor & White, Inc	3. YEAR ESTABLISHED,4. UNIQUE ENTITY IDENTIFIER
1995	
2b. STREET
9556 Historic Kings Rd S., Ste 102	 	5.  OWNERSHIP	
a. TYPE	
2c. CITY	2d. STATE 12e. ZIP CODE
Jacksonville	1FL	32257	 Corporation	
b. SMALL BUSINESS STATUS	
6a. POINT OF CONTACT NAME AND TITLE		
D. Glynn Taylor, P.E., Principal of Taylor & White, Inc.		
	7. NAME OF FIRM (If Block 2a iHl  Branch Office)	
6b. TELEPHONE NUMBER	6c. EMAlL ADDRESS
904-346-0671	1glynn.taylor@taylorandwhite.com		
Ba. FORMER FIRM NAME(S) (If any)	Bb. YEAR ESTABLISHED	Be. UNIQUE ENTITY IDENTIFIER	
N/A			
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM'S EXPERIENCE
AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	b. Discipline	K:. Number of Employees	a. Proflle Code	b. Experience	c. Revenue Index Number
{see be/ruwl	
		(1)FIRM	(2) BRANCH				
12	Civil Enaineer	2		C18	Cost Estimatting	2	
15	Construction lnsoector	1		P06	Plannina (Site Install Proiect)	?	
18	Cost EnQineer/Estimator	1		S04	SewaQe collection trt disp		
48	Proiect Manaaer	3		S13	Storm water handlina	4	
02	Administrative	1		H11	Housina-residental multi aot	6	
08	CADD Technician	2					

							

							

							

							

	Other Employees						
Total	10					
11. ANNUAL AVERAGE PROFESSIONAL	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6. $2 million to less than $5 million
$100,000 to less than $250,000	7.	$5 million to less than $10 million
$250,000 to less than $500,000	8.	$10 million to less than $25 million
$500,000 to less than $1 million	9.	$25 million to less than $50 million
$1 millbn to less than $2 milllon	10. $50 million or greater	
SERVICES REVENUES OF FlRM		
FOR LAST 3 YEARS		
(Insert revenue index number shown at right)		
a. Federal Work			
b. Non-Federal Work	6		
c. Total Work	6		

{If a firm has branch offices, complete for each specific bra_f1ch office seeking work.)

12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

b.DATlEl:a

l I I '-3

STANDARD FORM 330 (REV. 7/2021) PAGE 6

SIXTH ORDER OF BUSINESS

D.

2.

Pine Ridge Plantation Community Development District 4200 Pine Ridge Parkway, Middleburg, Florida 32068 904-291-8878
Date:	January, 16 2024
To:	Pine Ridge Plantation CDD, Board of Supervisors
From:	Maria Cranford, Amenity Manager & Operations Manager Re:	Monthly Facility Memorandum

Completed Items:
Warranty repairs for the courts have been completed
New pickleball nets were purchased for the courts
RMS staff has removed Christmas décor
Annual inspection of the fire alarm system was completed on November 28th
Brightview lowered the tree rings on the pool deck to help prevent with debris washout on the pool deck from heavy rains or winds
Landscaping & Lakes:
BrightView continues to maintain the grounds throughout.
BrightView had new annuals installed on October 18th
Lake Doctor’s continues to maintain the lakes.
RMS continues to inspect and clean all the lakes and outfall structures.

Amenity Manager:
Number of rentals tentatively scheduled for January and February = 14
Community Easter Event is currently being planned for March
A date will be selected for the spring community yard sale
RMS staff has begun advertising for new lifeguards to work the upcoming summer season

Frozen Sweets truck was at the amenity center on January 6th from 2 to 5 p.m.
Brochachos Fusion Tacos was at the amenity center on January 10th from 5 to 8 p.m.
Jax Lumpia was at the amenity center on January, 12th from 5 to 8 p.m.
San Marco Chz Fry Co. will be at the amenity center on January 31st from 5 to 7:30 p.m.
Mosh Tater Co. will be at the amenity center on January 18th and again on February 15th from 5 to 8 p.m.
Hibashi Party will be at the amenity center on January 24th and again on February 28th from 5 to 8 p.m.
Pine Ridge HOA continues to hold their monthly HOA meetings in the clubhouse the second Tuesday of each month
Pine Ridge West HOA will be holding their HOA meetings in the clubhouse the second Tuesday of every other month

EIGHTH ORDER OF BUSINESS

A.

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, November 21, 2023 at 6:00 p.m. at the Pine Ridge Plantation Amenity Center, 4200 Pine Ridge Parkway, Middleburg, Florida.

Present and constituting a quorum were:

Matt Biagetti	Chairman
Jeff Lewis	Vice Chairman
Jack Montoya	Supervisor
Jerry Ritchie	Supervisor

Also, present were:

Marilee Giles	GMS
Wes Haber by phone	District Counsel
Maria Cranford	Amenity Manager
Jay Soriano	GMS
Terry Glynn by phone

FIRST ORDER OF BUSINESS	Roll Call
Ms. Giles called the meeting to order at 6:00 p.m. Four Board members were present constituting a quorum.

SECOND ORDER OF BUSINESS	Public Comments (Regarding Agenda Items
Listed Below)
Ms. Giles noted that copies of the agenda were on the table if anyone wished to follow along and invited any member of the public to speak on agenda matters. There is also a place toward the end of the meeting for public comments again. If you provide comments, please state your name for the record.

THIRD ORDER OF BUSINESS	Series 2020 Project:
Warranty Repairs for Courts
Ms. Cranford stated Hoffman was going to do a patch job on the problem areas on the court but after some back and forth, they are now resurfacing and repainting the entire court which should be completed in a week or two.

FOURTH ORDER OF BUSINESS	Acceptance of District Engineer Resignation
Letter and Authorization for Staff to Issue RFQ
Ms. Giles stated this is acceptance of the District Engineer’s resignation letter. ETM’s resignation letter is on page 6 of the agenda.

On MOTION by Mr. Lewis, seconded by Mr. Biagetti, with all in favor, Acceptance of the District Engineer Resignation Letter, was approved.

Ms. Giles stated on page 9 is the competitive selection criteria. This is the language and criteria for an RFQ which is different from an RFP. An RFP you will weigh on pricing and this is weighed on qualifications. This competitive selection criterion has to be approved before the RFQ is put out. Mr. Haber noted the criteria that they have is statutorily required. It can’t be changed but can be added too.

On MOTION by Mr. Biagetti, seconded by Mr. Montoya with all in favor, the Competitive Selection Criteria, was approved.

Ms. Giles stated on page 7 of the agenda is the RFQ that will be published in the local paper and in addition it will be sent to known engineer companies.

On MOTION by Mr. Biagetti, seconded by Mr. Ritchie, with all in favor, Authorizing Publication of the RFQ, was approved.

FIFTH ORDER OF BUSINESS	Consideration	of	Resolution	2024-01,
Amending the Fiscal Year 2023 Capital Reserve Fund Budget
Ms. Giles stated the FY23 budget had to be amended. She noted anytime they are over budget they have to amend it by Florida Statute. On page 13 is the Capital Reserve Fund. The repair and maintenance budget, which was the slide tower repairs, fence, drain install and HVACs is where the overage occurred.

On MOTION by Mr. Biagetti, seconded by Mr. Montoya, with all in favor, Resolution 2024-01 Amending the Fiscal Year 2023 Capital Reserve Fund Budget, was approved.

SIXTH ORDER OF BUSINESS	Consideration	of	Resolution	2024-02,
Amending the Fiscal Year 2024 General Fund & Capital Reserve Fund Budget
Ms. Giles stated to clean up the budget and capture the $600,000 moved to the Capital Reserves caused this amendment. She noted the capital reserve study is outdated as it is dated 2014 and the amenities have grown so needs to be updated. Community Advisors did it in 2014 and that company is still very active as well as a few other companies that do this. She noted she would send it to several of them.

On MOTION by Mr. Lewis, seconded by Mr. Biagetti, with all in favor, Resolution 2024-02 Amending the Fiscal Year 2024 General Fund & Capital Reserve Fund Budget, was approved.

SEVENTH ORDER OF BUSINESS	Staff Reports
Attorney
Mr. Haber stated that he had no report unless there were any questions.

District Manager
Ms. Giles stated the Capital Reserve Study was what she wanted to discuss tonight, see above in sixth order of business.

On MOTION by Mr. Lewis, seconded by Mr. Montoya, with all in favor, Directing Staff to Seek Proposals for an Updated Capital Reserve Study, was approved.

Engineer
The engineer was not needed at this meeting.

Amenity & Operations Manager
Landscape Quality Inspection Report
Ms. Cranford stated she did receive a breakdown of ideas being proposed and has a copy for the Board members. There is a color-coded map that breaks each area down. There are things like the light poles, shade structures needing to be replaced, and possibly updating fitness center equipment. Mr. Soriano noted there are areas that are lacking but some we are happy with. The amenity center is one of the better manicured amenity centers. The four quadrants at the entry could be much better which was pointed out. People are asking for better landscaping. The medians and some of the sidewalks have been bad but there will be a cost associated to improve them. Ms. Cranford stated she has her next site ride with Karen on December 18th if there are any questions or change that the Board might have for her.

Report
Ms. Cranford stated she did give each Board member a print out of a message board. Marilee received a letter from the Pine Ridge West HOA requesting to put a message board by the mailboxes at the back of Pine Ridge West and will be responsible for installation, maintenance, and cost of the board and posts. They are requesting permission to put it on CDD property. Mr. Haber stated if the Board wanted to approve the request to place the board and authorize a Board member to work with him on the agreement whether license or easement, there would definitely need to be something in writing that specifies each parties’ responsibilities.

On MOTION by Mr. Montoya, seconded by Mr. Biagetti, with all in favor, Approving the License Agreement with HOA to Install a Community Board and Authorize Staff to work with Supervisor Montoya on the Agreement, was approved.

Mr. Soriano noted two things, first open space or squeeze through between the posts in the fence at the courts, maybe put a temporary fence piece so there is no walk through. The second is a letter from Poolsure who is the chemical supplier. Last year they had fuel surcharges and now have sent a letter for this year to go up. He stated he would like to terminate Poolsure and go with another company. Hawkins is another company in the area for pool chemicals. Problem is they are using Poolsure’s equipment. He noted to use the same controller is expensive about $2,500 to purchase plus installation charge.

On MOTION by Mr. Biagetti, seconded by Mr. Lewis, with all in favor, Not to Exceed $4,000 on Controller and Install, was approved.

On MOTION by Mr. Lewis, seconded by Mr. Montoya, with all in favor, Sending Termination Letter to Poolsure, was approved.

On MOTION by Mr. Biagetti, seconded by Mr. Montoya, with all in favor, Directing Staff to Work with Hawkins for Pool Chemicals, was approved.

EIGHTH ORDER OF BUSINESS	Public Comments/Supervisor’s Requests
Resident stated his lot is against one of the ponds, there was a hole on the bank of the pond when the house was built but as time goes by, the hole keeps getting bigger at 3 ft deep and encroaching under his fence line now. Mr. Soriano stated they can fill it in but usually when it is erosion coming down the bank its actually coming from your property and not the other way around. Recommended French drains.
Resident (Brian 1044 Lemon Drop) stated that he lives on the corner, asked if between the sidewalk and main road is his property for maintenance or the CDDs. The Board stated it is CDD but from the side of your house out to the road is not CDD property. Also asked if there are any plans for the big open field. Ms. Cranford stated it will remain field space and is a first come first serve multipurpose space for the community to use.
Resident asked about getting more price comparisons on the pool controller and warranty. Ms. Cranford stated the controller works fine, just trying to get a better price. She noted they will always try to get more than one proposal.

Resident discussed four wheelers in the back and people dumping. Is there anything that can be done to stop that. Mr. Soriano noted the trail to the pond bank is being used by Brightview as access. If other people are abusing it, he noted maybe put a gate there.

NINTH ORDER OF BUSINESS	Approval of Consent Agenda
Approval of the Minutes of the September 19, 2023 Meeting
Ms. Giles presented the minutes from the September 19, 2023 meeting and asked for a motion to approve the minutes.

On MOTION by Mr. Montoya, seconded by Mr. Biagetti, with all in favor, the Minutes of the September 19, 2023 Meeting, were approved.

Balance Sheet and Income Statement of Revenues & Expenditures for the Period Ending October 31, 2023
Assessment Receipts Schedule
Ms. Giles noted on page 40 is the balance sheet and statement of revenues for the period ending October 31st. Following that is the assessment receipts schedule starting for FY24 and shows we are 0% collected at this time which will increase as taxes are paid with the county.

Approval of Check Register
Ms. Giles reviewed the check register summaries for a total of $720,117.86. The General Fund for September was $75,612 then in October was $632,000. Under capital reserves, $2,200 was spent and utility auto payments are $10,000. On page 56 is the Egis for $33,761 which is part of the reason this check register is a little higher. Page 58 shows both capital reserve transfers that were talked about earlier. She noted $100,000 is going into the Capital Reserve Fund and
$500,000 is going to the State Board of Administration and growing at an interest of just over 4%.

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

TENTH ORDER OF BUSINESS	Next Scheduled Meeting – 1/16/24 @ 6:00
p.m. at the Pine Ridge Plantation Amenity Center
Ms. Giles stated the next meeting is scheduled for January 16, 2024 at 6:00 p.m. at the Pine Ridge Plantation Amenity Center.

ELEVENTH ORDER OF BUSINESS	Adjournment

On MOTION by Mr. Montoya, seconded by Mr. Ritchie, with all in favor, the meeting was adjourned.

Secretary / Assistant Secretary	Chairman / Vice Chairman

B.

Pine Ridge Plantation
Community Development District

Unaudited Financial Reporting December 31, 2023

Meeting Date January 16, 2024

Table of Contents

	Financial Statements - Unaudited Financial Reporting

	Special Assessments Report 

	Check Registers Summary -11/1/2023 -12/31/2023

COMMUNITY DEVELOPMENT DISTRICT COMBINED BALANCE SHEET
December 31, 2023

	

General	
Capital Reserve	
Debt Service	
Capital Projects	Totals Governmental Funds	

ASSETS:						
CASH	$71,720	$132,482	---	---	$204,202	
INVESTMENTS
Reserve A-1	
---	
---	
$173,592	
---	
$173,592	
Reserve A-2	---	---	$114,609	---	$114,609	
Revenue A	---	---	$946,467	---	$946,467	
Construction	---	---	---	$117	$117	
State Board	$86,550	$571,499	---	---	$658,049	
US Bank Custody	$741,450	---	---	---	$741,450	
TOTAL ASSETS	$899,720	$703,981	$1,234,668	$117	$2,838,486	

LIABILITIES:						
ACCOUNTS PAYABLE	$0	$0	---	---	$0	
ACCRUED EXPENSES	$1,238	---	---	---	$1,238	
DUE TO OTHER	$2,212	---	---	---	$2,212	
TOTAL LIABILITIES	$3,450	$0	$0	$0	$3,450	

FUND BALANCES:
NONSPENDABLE	

$0	

---	

---	

---	

$0	
ASSIGNED	$0	---	---	---	$0	
UNASSIGNED	$896,270	---	---	---	$896,270	
RESTRICTED FOR DEBT SERVICE	---		$1,234,668	---	$1,234,668	
RESTRICTED FOR CAPITAL PROJECTS	---	$703,981	---	$117	$704,097	
TOTAL FUND BALANCES	$896,270	$703,981	$1,234,668	$117	$2,835,036	
						
TOTAL LIABILITIES & FUND EQUITY	$899,720	$703,981	$1,234,668	$117	$2,838,486	

COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND
Statement of Revenues & Expenditures and Changes in Fund Balance
For the Period Ended December 31, 2023

	ADOPTED	PRORATED BUDGET	ACTUAL		
	BUDGET	THRU 12/31/23	THRU 12/31/23	VARIANCE	

REVENUES:					
Assessments - Tax Collector	$750,976	$731,662	$731,662	$0	
Misc./Facility Rental Income	$3,000	$750	$700	($50)	
Interest Income	$12,500	$3,125	$2,478	($647)	
TOTAL REVENUES	$766,476	$735,537	$734,840	($697)	

EXPENDITURES:					
ADMINISTRATIVE:					
Supervisors Fees	$8,000	$2,000	$800	$1,200	
FICA Taxes	$612	$153	$61	$92	
Engineering	$3,000	$750	$0	$750	
Attorney	$20,000	$5,000	$115	$4,886	
Annual Audit	$3,175	$0	$0	$0	
Assessment Roll	$5,576	$5,576	$5,576	($0)	
Arbitrage	$600	$0	$0	$0	
Trustee	$4,100	$4,100	$4,041	$59	
Dissemination	$5,250	$1,313	$1,313	$0	
Management Fees	$51,760	$12,940	$12,940	($0)	
Info Technology	$1,600	$400	$400	$0	
Telephone	$500	$125	$18	$107	
Postage	$1,000	$250	$58	$192	
Printing & Binding	$1,500	$375	$66	$309	
Insurance	$9,223	$9,223	$9,223	$0	
Legal Advertising	$2,500	$625	$0	$625	
Other Current Charges	$600	$150	$15	$135	
Website Domain	$1,200	$300	$300	$0	
Office Supplies	$300	$75	$1	$74	
Dues, Licenses & Subscriptions	$175	$175	$175	$0	
ADMINISTRATIVE EXPENDITURES	$120,670	$43,529	$35,101	$8,428	

GROUNDS MAINTENANCE:					
Landscape Maintenance	$154,236	$38,559	$38,559	$0	
Lake Maintenance	$14,830	$3,708	$2,550	$1,158	
Electric	$2,500	$625	$536	$89	
Water	$26,000	$6,500	$4,611	$1,889	
Repairs And Maintenance	$22,000	$5,500	$2,732	$2,768	
Irrigation Repairs	$4,000	$1,000	$0	$1,000	
Contingencies	$4,451	$1,113	$0	$1,113	
GROUNDS MAINTENANCE EXPENDITURES	$228,017	$57,004	$48,987	$8,017	

COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND
Statement of Revenues & Expenditures and Changes in Fund Balance
For the Period Ended December 31, 2023

	ADOPTED	PRORATED BUDGET	ACTUAL		
	BUDGET	THRU 12/31/23	THRU 12/31/23	VARIANCE	

EXPENDITURES:					
AMENITY CENTER					
Insurance	$24,161	$24,161	$24,538	($377)	
General Facility Maintenance	$18,700	$4,675	$2,822	$1,853	
Repairs & Replacements	$27,500	$6,875	$1,332	$5,543	
Recreational Passes	$500	$500	$768	($268)	
Postage	$0	$0	$0	$0	
Printing & Email Marketing	$0	$0	$0	$0	
Office Supplies	$500	$125	$191	($66)	
Permit Fees	$780	$0	$0	$0	
Contingency	$1,000	$250	$0	$250	
Special Events	$15,000	$4,923	$4,923	$0	
Refuse Service	$10,787	$2,697	$2,610	$87	
Security	$18,646	$4,662	$1,359	$3,302	
Utilities					
Water & Sewer	$5,400	$1,350	$1,019	$331	
Electric	$25,000	$6,250	$3,320	$2,930	
Cable/Phone/Internet	$5,111	$1,278	$1,412	($135)	
Management Contracts
Amenity Management	
$67,426	
$16,857	
$16,856	
$0	
Facility Assistant	$19,489	$4,872	$0	$4,872	
Field Management Services	$25,630	$6,408	$6,407	$0	
Lifeguards	$19,080	$0	$0	$0	
Pool Maintenance	$14,310	$3,578	$3,578	$0	
Pool Chemicals	$21,683	$5,421	$4,873	$548	
Janitorial	$9,304	$2,326	$2,326	$0	
Janitorial Supplies	$5,000	$1,250	$243	$1,007	
AMENITY CENTER EXPENDITURES	$335,007	$98,456	$78,577	$19,879	

OTHER FINANCIAL SOURCES AND USES					
Capital Reserve - Transfer Out	$682,202	$600,000	$600,000	$0	
TOTAL OTHER FINANCIAL SOURCES AND USES	$682,202	$600,000	$600,000	$0	
					
TOTAL EXPENDITURES	$1,365,896	$798,989	$762,665	$36,324	
					
EXCESS REVENUES (EXPENDITURES)	($599,420)		($27,825)		
					
FUND BALANCE - Beginning	$0		$924,095		
					
FUND BALANCE - Ending	($599,420)		$896,270		

	ADOPTED
BUDGET	
OCT	
NOV	
DEC	
JAN	
FEB	
MAR	
APR	
MAY	
JUN	
JUL	
AUG	
SEP	
TOTAL	
REVENUES:															
Assessments - Tax Collector	$750,976	$0	$68,775	$662,886	$0	$0	$0	$0	$0	$0	$0	$0	$0	$731,662	
Interest Income	$12,500	$911	$804	$763	$0	$0	$0	$0	$0	$0	$0	$0	$0	$2,478	
Misc./Facility Rental Income	$3,000	$0	$700	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$700	
TOTAL REVENUES	$766,476	$911	$70,279	$663,650	$0	$0	$0	$0	$0	$0	$0 0		$0	$734,840	

EXPENDITURES:															
ADMINISTRATIVE:															
Supervisors Fees	$8,000	$0	$0	$800	$0	$0	$0	$0	$0	$0	$0	$0	$0	$800	
FICA Taxes	$612	$0	$0	$61	$0	$0	$0	$0	$0	$0	$0	$0	$0	$61	
Engineering	$3,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Arbitrage	$600	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Dissemination	$5,250	$438	$438	$438	$0	$0	$0	$0	$0	$0	$0	$0	$0	$1,313	
Assessment Roll	$5,576	$5,576	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$5,576	
Attorney	$20,000	$115	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$115	
Annual Audit	$3,175	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Trustee	$4,100	$4,041	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$4,041	
Management Fees	$51,760	$4,313	$4,313	$4,313	$0	$0	$0	$0	$0	$0	$0	$0	$0	$12,940	
Info Technology	$1,600	$133	$133	$133	$0	$0	$0	$0	$0	$0	$0	$0	$0	$400	
Telephone	$500	$0	$18	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$18	
Postage	$1,000	$45	$5	$8	$0	$0	$0	$0	$0	$0	$0	$0	$0	$58	
Printing & Binding	$1,500	$47	$6	$12	$0	$0	$0	$0	$0	$0	$0	$0	$0	$66	
Insurance	$9,223	$9,223	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$9,223	
Legal Advertising	$2,500	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Other Current Charges	$600	$0	$0	$15	$0	$0	$0	$0	$0	$0	$0	$0	$0	$15	
Website Domain	$1,200	$100	$100	$100	$0	$0	$0	$0	$0	$0	$0	$0	$0	$300	
Office Supplies	$300	$1	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$1	
Dues, Licenses & Subscriptions	$175	$175	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$175	
ADMINISTRATIVE EXPENDITURES	$120,670	$24,206	$5,014	$5,880	$0	$0	$0	$0	$0	$0	$0	0	$0	$35,101	
GROUNDS MAINTENANCE:															
Landscape Maintenance	$154,236	$12,853	$12,853	$12,853	$0	$0	$0	$0	$0	$0	$0	$0	$0	$38,559	
Lake Maintenance	$14,830	$850	$850	$850	$0	$0	$0	$0	$0	$0	$0	$0	$0	$2,550	
Electric	$2,500	$178	$179	$179	$0	$0	$0	$0	$0	$0	$0	$0	$0	$536	
Water	$26,000	$1,612	$1,743	$1,256	$0	$0	$0	$0	$0	$0	$0	$0	$0	$4,611	
Repairs And Maintenance	$22,000	$1,200	$0	$1,532	$0	$0	$0	$0	$0	$0	$0	$0	$0	$2,732	
Irrigation Repairs	$4,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Contingencies	$4,451	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
GROUNDS MAINTENANCE EXPENDITURES	$228,017	$16,693	$15,625	$16,670	$0	$0	$0	$0	$0	$0	$0	0	$0	$48,987	

ADOPTED
BUDGET

OCT

NOV

DEC

JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

TOTAL

AMENITY CENTER
Insurance	$24,161	$24,538	$0		$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$24,538 General Facility Maintenance	$18,700		$2,822	$0		$0	$0	$0	$0	$0	$0	$0	$0	$0	$0		$2,822 Repairs & Replacements	$27,500			$488	$0	$844      $0      $0      $0      $0      $0      $0      $0      $0      $0    $1,332 Recreational Passes                     $500     $768      $0      $0      $0      $0      $0      $0      $0      $0       $0      $0      $0     $768 Postage                          $0      $0      $0      $0      $0      $0      $0      $0      $0      $0       $0      $0      $0      $0 Printing & Email Marketing                   $0       $0       $0       $0       $0      $0      $0      $0      $0      $0       $0      $0      $0      $0
Office Supplies		$500	$191	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$191 Permit Fees		$780		$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0 Contingency	$1,000		$0	$0	$0      $0      $0      $0      $0      $0      $0       $0      $0      $0      $0 Special Events                      $15,000      $0     $3,414     $1,509      $0      $0      $0      $0      $0      $0       $0      $0      $0    $4,923 Refuse Service                     $10,787      $870     $870     $870      $0      $0      $0      $0      $0      $0       $0      $0      $0    $2,610 Security                         $18,646      $757      $516      $85       $0      $0      $0      $0      $0      $0       $0      $0      $0    $1,359
Utilities
Water & Sewer		$5,400		$344		$338		$338	$0	$0	$0	$0	$0	$0	$0	$0	$0	$1,019 Electric	$25,000	$1,136	$1,125	$1,059	$0	$0	$0	$0	$0	$0	$0	$0	$0	$3,320 Cable/Phone/Internet		$5,111		$471		$471		$471       $0      $0      $0      $0      $0      $0       $0      $0      $0    $1,412
Management Contracts
Amenity Management	$67,426	$5,619	$5,619	$5,619	$0	$0	$0	$0	$0	$0	$0	$0	$0	$16,856 Facility Assistant	$19,489		$0		$0		$0	$0	$0	$0	$0	$0	$0	$0	$0	$0		$0 Field Management Services	$25,630	$2,136	$2,136	$2,136      $0      $0      $0      $0      $0      $0      $0      $0      $0    $6,407 Lifeguards                       $19,080       $0      $0      $0      $0      $0      $0      $0      $0      $0       $0      $0      $0      $0 Pool Maintenance                    $14,310     $1,193     $1,193     $1,193       $0      $0      $0      $0      $0      $0       $0      $0      $0    $3,578 Pool Chemicals                     $21,683     $1,506     $1,762     $1,606      $0      $0      $0      $0      $0      $0       $0      $0      $0    $4,873 Janitorial                        $9,304      $775     $775     $775      $0      $0      $0      $0      $0      $0       $0      $0      $0    $2,326 Janitorial Supplies                     $5,000      $243       $0       $0       $0      $0      $0      $0      $0      $0       $0      $0      $0     $243

OTHER SOURCES USES:
Capital Reserve - Transfer Out

$682,202

$600,000

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$600,000

EXCESS REVENUES (EXPENDITURES)	($599,420)	($683,843)	$31,423	$624,596	$0	$0	$0	$0	$0	$0	$0	$0	$0	($27,825)

TOTAL EXPENDITURES	$1,365,896	$684,755	$38,856	$39,054	$0	$0	$0	$0	$0	$0	$0	$0	$0	$762,665

OTHER SOURCES/(USES)	$682,202	$600,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$600,000

AMENITY CENTER EXPENDITURES	$335,007	$43,855	$18,218	$16,504	$0	$0	$0	$0	$0	$0	$0	0	$0	$78,577

REVENUES:		
Capital Reserve Funding - Transfer In	$82,202	$0	$0	$0	
Interest	$3,200	$800	$6,560	$5,760	
TOTAL REVENUES	$85,402	$800	$6,560	$5,760	

EXPENDITURES:					
Other Current	$100	$0	$0	$0	
Capital Outlay	$0	$0	$0	$0	
Culture/Recreation	$0	$0	$0	$0	
Repair and Maintenance	$54,148	$0	$0	$0	
TOTAL EXPENDITURES	$54,248	$0	$0	$0	

OTHER FINANCIAL SOURCES/(USES)					
Interfund Transfer In/(Out)	$600,000	$600,000	$600,000	$0	
TOTAL OTHER FINANCIAL SOURCES/(USES)	$600,000	$600,000	$600,000	$0	
					
EXCESS REVENUES (EXPENDITURES)		$631,154 	 			$606,560 	 		
					
FUND BALANCE - Beginning	$115,252		$97,420		
					
FUND BALANCE - Ending	$746,406		$703,981		

REVENUES:		
Assessments - Tax Roll	$926,572	$902,769	$902,769	$0	
Interest Income	$14,023	$3,506	$5,128	$1,623	
TOTAL REVENUES	$940,595	$906,275	$907,897	$1,623	

EXPENDITURES:					
DS 2020A1
Interest Expense - 11/1	
$99,524	
$99,524	
$99,524	
$0	
Interest Expense - 5/1	$99,524	$0	$0	$0	
Principal Expense - 5/1	$500,000	$0	$0	$0	
Principal Expense - 5/1 Prepayment	$0	$0	$0	$0	
DS 2020A2
Interest Expense - 11/1	
$43,181	
$43,181	
$43,181	
$0	
Interest Expense - 5/1	$43,181	$0	$0	$0	
Principal Expense - 5/1	$140,000	$0	$0	$0	
Principal Expense - 5/1 Prepayment	$0	$0	$0	$0	
TOTAL EXPENDITURES	$925,411	$142,706	$142,706	$0	

OTHER FINANCIAL SOURCES/(USES)					
Interfund Transfer In/(Out)	$0	$0	$0	$0	
TOTAL OTHER FINANCIAL SOURCES/(USES)	$0	$0	$0	$0	
					
EXCESS REVENUES (EXPENDITURES)		$15,184 			$765,192 		
					
FUND BALANCE - Beginning	$181,040		$469,477		
					
FUND BALANCE - Ending	$196,224		$1,234,668		

REVENUES:					
Interest Income	$0	$0	$1	$1	
TOTAL REVENUES	$0	$0	$1	$1	

EXPENDITURES:

Capital Outlay	

$0	

$0	

$0	

$0	
TOTAL EXPENDITURES	$0	$0	$0	$0	

OTHER FINANCIAL SOURCES/(USES)					
Interfund Transfer In/(Out)	$0	$0	$0	$0	
TOTAL OTHER FINANCIAL SOURCES/(USES)	$0	$0	$0	$0	
					
EXCESS REVENUES (EXPENDITURES)		$0 			$1 		
					
FUND BALANCE - Beginning	$0		$115		
					
FUND BALANCE - Ending	$0		$117		

PINE RIDGE PLANTATION
COMMUNITY DEVELOPMENT DISTRICT
Long-term Debt Report

Series 2020A1 Capital Improvement Revenue Refunding Bond	
Original Issue Amount:	$9,545,000	
Interest Rate:	2.00% - 3.00%	
Maturity Date:	May 1, 2037	
Reserve Fund Definition:	25% of Max Annual Debt Service	
Reserve Fund Requirement:	$173,100	
Reserve Fund Balance:	$173,592	
Bonds outstanding - 9/30/20	$9,545,000	
Less: May 1, 2021 (Mandatory)	($455,000)	
Less: May 1, 2022 (Mandatory)	($470,000)	
Less: May 1, 2022 (Prepayment)	($10,000)	
Less: May 1, 2023 (Mandatory)	($480,000)	
Less: May 1, 2023 (Prepayment)	($10,000)	
Current Bonds Outstanding:	$8,120,000	
*Assured Guaranty Municipal Corp Surety Bond $173,592.51

Series 2020A2 Capital Improvement Revenue Refunding Bond	
Original Issue Amount:	$2,890,000	
Interest Rate:	2.75% - 3.75%	
Maturity Date:	May 1, 2037	
Reserve Fund Definition:	50% of Max Annual Debt Service	
Reserve Fund Requirement:	$113,875	
Reserve Fund Balance:	$114,609	

Bonds outstanding - 9/30/20	$2,890,000	
Less: May 1, 2021 (Mandatory)	($130,000)	
Less: May 1, 2022 (Mandatory)	($135,000)	
Less: May 1, 2022 (Prepayment)	($5,000)	
Less: May 1, 2023 (Mandatory)	($140,000)	
Less: May 1, 2023 (Prepayment)	($5,000)	
Current Bonds Outstanding:	$2,475,000	

C.

PINE RIDGE PLANTATION COMMUNITY DEVELOPMENT DISTRICT
FISCAL YEAR 2024 SUMMARY OF ASSESSMENTS

ASSESSED	#UNITS
ASSESSED	SERIES 2020A
DEBT ASSESSED	FY20 O&M
ASSESSED	
TOTAL ASSESSED	
NET TAX ROLL

TOTAL ASSESSED NET	737	926,571.52	750,952.74	1,677,524.26	
	737	926,571.52	750,952.74	1,677,524.26	

RECEIVED	
BALANCE DUE	SERIES 2020A
DEBT RECEIVED	
O&M RECEIVED	
TOTAL RECEIVED	
TAX ROLL	43,093.78	902,768.90	731,661.58	1,634,430.48	
TOTAL RECEIPTS	43,093.78	902,768.90	731,661.58	1,634,430.48	

SUMMARY OF TAX ROLL RECEIPTS	
CLAY COUNTY
DISTRIBUTION	SERIES 2006 DEBT	
TOTAL	
	DATE RECEIVED	RECEIVED	O&M RECEIPTS		
1	11/6/2023
2	11/14/2023
3	11/28/2023
4	12/12/2023
5	12/22/2023	1,836.29
9,725.70
73,297.12
808,879.19
9,030.61
-
-
-
-
-
-
-
-
-
-
-	1,488.24
7,882.33
59,404.66
655,567.35
7,318.99
-
-
-
-
-
-
-
-
-
-
-	3,324.53
17,608.03
132,701.78
1,464,446.54
16,349.60
-
-
-
-
-
-
-
-
-
-
-	
TOTAL FY24 TAX ROLL RECEIPTS	902,768.90	731,661.58	1,634,430.48	

%TAX ROLL COLLECTED	97.43%	97.43%	97.43%	
TOTAL COLLECTED	97.43%	97.43%	97.43%	

D.

PINE RIDGE PLANTATION
Community Development District

Check Run Summary - General Fund

11/1/2023 - 12/31/2023

Date	Check Numbers			Amount	

General Fund				
11/1/2023 - 11/30/2023	3271-3289	$	56,722.40		
12/1/2023 - 12/31/2023	3290-3302	$	34,370.70		
			$	91,093.10	
Utilities and Autopayments				
November 17, 2023	Waste Management	$	869.85		
November 17, 2023	SafeTouch	$	85.40		
November 27, 2023	Comcast	$	470.78		
December 1, 2023	Clay Electric	$	1,304.00		
December 1, 2023	CCUA	$	2,080.41		
December 19, 2023	SafeTouch	$	85.40		
December 19, 2023	Waste Management	$	869.85		
December 26, 2023	Comcast	$	470.78		
December 29, 2023	CCUA	$	1,593.60		
TOTAL UTILITIES PAID ONLINE OR AUTOPAY			$	7,830.07	
			$	98,923.17	

*Fedex invoices available upon request.				

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/08/24	PAGE	1
*** CHECK DATES 11/01/2023 - 12/31/2023 ***	PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
11/03/23 00183 10/01/23 8671114	202310 320-53800-46200	*	12,853.00
OCT LANDSCAPE MAINTENANCE
BRIGHTVIEW LANDSCAPE SERVICES,INC	12,853.00 003271
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00183 11/01/23 8671115	202311 320-53800-46200	*	12,853.00
NOV LANDSCAPE MAINTENANCE
BRIGHTVIEW LANDSCAPE SERVICES,INC	12,853.00 003272
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00080 10/30/23 W1637041 202310 330-57200-49100	*	767.78
ACCESS CARDS
CONVERGINT TECHNOLOGIES LLC	767.78 003273
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00006 10/02/23 88880	202310 310-51300-54000	*	175.00
FY24 SPECIAL DISTRICT FEE
FL DEPT OF ECONOMIC OPPORTUNITY	175.00 003274
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00185 10/31/23 3298042	202309 310-51300-31500	*	442.00
SEP GENERAL COUNSEL
KUTAK ROCK LLP	442.00 003275
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00106 10/30/23 10302023 202310 330-57200-34500	*	336.00
SECURITY 10/6 10/7 10/13
MATTHEW EDMONSON	336.00 003276
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00106 10/30/23 10302023 202309 330-57200-34500	*	504.00
SECURITY 9/1 9/15 & 9/23
MATTHEW EDMONSON	504.00 003277
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00176 10/31/23 10312023 202310 330-57200-34500	*	336.00
SECURITY 10/22 & 10/27
MICHAEL C LAYNE	336.00 003278
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00054 11/01/23 13129561 202311 330-57200-46500	*	1,505.74
NOV POOL CHEMICALS
POOLSURE	1,505.74 003279
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00073 11/02/23 485	202311 330-57200-60100	*	2,713.97
HALLOWEEN EVENT
RIVERSIDE MANAGEMENT SERVICES INC	2,713.97 003280
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00076 11/01/23 136176B	202311 320-53800-46400	*	850.00
NOV LAKE MAINTENANCE
THE LAKE DOCTORS INC	850.00 003281
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/03/23 00152 10/17/23 61783251 202310 330-57200-46000	*	121.98
PEST CONTROL QTRLY SRVCS
TURNER PEST CONTROL,LLC	121.98 003282
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
PRP	--PINERIDGE--	BPEREGRINO

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/08/24	PAGE	2
*** CHECK DATES 11/01/2023 - 12/31/2023 ***	PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
11/03/23 00012 10/25/23 7102916	202310 310-51300-32300	*	3,750.00
DS SE2020A1&2 FY24
10/25/23 7102916	202310 310-51300-32300	*	290.63
INCIDENTAL EXPENSES
US BANK	4,040.63 003283

11/13/23 00003	11/01/23	
	11/01/23	
	11/01/23	
	11/01/23	
	11/01/23	
	11/01/23	
	11/01/23	
	11/01/23	

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
248	202311 310-51300-31300	*	437.50
NOV DISSEM AGENT SRVCS
248	202311 310-51300-49100	*	100.00

310-51300-35100	*	133.33	
310-51300-34000	*	4,313.33	

NOV WEBSITE ADMIN
248	202311
NOV INFO TECH
248	202311
NOV MANAGEMENT FEE
248	202311 310-51300-51000	*	.24

202311	310-51300-42000	*	5.04	
202311	310-51300-42500	*	6.15	
202311	310-51300-41000	*	18.22	

OFFICE SUPPLIES 248
POSTAGE 248
COPIES 248
TELEPHONE
GOVERNMENTAL MANAGEMENT SERVICES	5,013.81 003284
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/13/23 00093	2/24/23 20232699 202311 330-57200-60100	*	700.00
FINAL 12/9 XMAS EVENT DEP
JACKSONVILLE CARRIAGE CO LLC	700.00 003285
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/13/23 00073 11/01/23 484	202311 330-57200-46200	*	775.33
NOV JANITORIAL SRVCS
11/01/23 484	202311 330-57200-46400	*	1,192.50
NOV POOL MAINT SRVCS
11/01/23 484	202311 330-57200-34000	*	2,135.83
NOV CONTRACT ADMIN
11/01/23 484	202311 330-57200-34100	*	5,618.83
NOV FAC MANAGEMENT
RIVERSIDE MANAGEMENT SERVICES INC	9,722.49 003286
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/30/23 00107 11/08/23 49	202311 330-57200-34500	*	60.00
NOV EMPLOYMENT FEE
11/08/23 49	202311 330-57200-34500	*	35.00
NOV EMPLOYMENT SCHEDULING
CLAY COUNTY SHERIFF'S OFFICE	95.00 003287
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/30/23 00073 11/10/23 486	202310 330-57200-46000	*	2,514.64
OCT GENERAL FAC MAINT
PRP	--PINERIDGE--	BPEREGRINO

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/08/24	PAGE	3
*** CHECK DATES 11/01/2023 - 12/31/2023 ***	PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
11/10/23 486	202310 330-57200-46100	*	487.90
OCT AMENITY RPR & RPLC
11/10/23 486	202310 330-57200-46201	*	242.74
OCT JANITORIAL SUPPLIES
11/10/23 486	202310 330-57200-51000	*	190.86
OCT OFFICE SUPPLIES
RIVERSIDE MANAGEMENT SERVICES INC	3,436.14 003288
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/30/23 00073 11/13/23 487	202311 330-57200-46500	*	255.86
POOL CHEMICALS
RIVERSIDE MANAGEMENT SERVICES INC	255.86 003289
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00183 12/01/23 8690742	202312 320-53800-46200	*	12,853.00
DEC LANDSCAPE MAINTENANCE
BRIGHTVIEW LANDSCAPE SERVICES,INC	12,853.00 003290
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00183 12/15/23 8720384	202312 320-53800-46000	*	1,131.78
RMV & REPLENISH PINE STRA
BRIGHTVIEW LANDSCAPE SERVICES,INC	1,131.78 003291
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00039 12/07/23 31105	202312 330-57200-46100	*	843.99
FITNESS EQUIPMENT REPAIRS
FITNESS PRO	843.99 003292

12/22/23 00003	12/01/23	
	12/01/23	
	12/01/23	
	12/01/23	
	12/01/23	
	12/01/23	
	12/01/23	

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
249	202312 310-51300-31300	*	437.50
DEC DISSEM AGENT SRVCS
249	202312 310-51300-49100	*	100.00
DEC WEBSITE ADMIN
249	202312 310-51300-35100	*	133.33
DEC INFO TECH
249	202312 310-51300-34000	*	4,313.33
DEC MANAGEMENT FEES
249	202312 310-51300-51000	*	.36

202312	310-51300-42000	*	7.56	
202312	310-51300-42500	*	12.15	

OFFICE POSTAGE 249
POSTAGE 249
COPIES
GOVERNMENTAL MANAGEMENT SERVICES	5,004.23 003293
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00168 12/09/23 12092023 202312 330-57200-60100	*	630.00
XMAS COMMUNITY PARTY 12/9
KEVIN M. MASON	630.00 003294
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00185 12/05/23 3322889	202310 310-51300-31500	*	114.50
OCT GENERAL COUNSEL
KUTAK ROCK LLP	114.50 003295
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
PRP	--PINERIDGE--	BPEREGRINO

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/08/24	PAGE	4
*** CHECK DATES 11/01/2023 - 12/31/2023 ***	PINE RIDGE PLANTATION - GF
BANK A PINE RIDGE PLANTATIO
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
12/22/23 00176 11/30/23 112023	202311 330-57200-34500	*	336.00
SECURITY 11/10 & 11/25
MICHAEL C LAYNE	336.00 003296
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00054 12/01/23 13129561 202312 330-57200-46500	*	1,505.74
DEC POOL CHEMICALS
POOLSURE	1,505.74 003297
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00073 12/01/23 488	202312 330-57200-46200	*	775.33
DEC JANITORIAL SERVICES
12/01/23 488	202312 330-57200-46400	*	1,192.50
DEC POOL MAINTENANCE
12/01/23 488	202312 330-57200-34000	*	2,135.83
DEC CONTRACT ADMIN
12/01/23 488	202312 330-57200-34100	*	5,618.83
DEC FACILITY MANAGEMENT
RIVERSIDE MANAGEMENT SERVICES INC	9,722.49 003298
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00073 12/05/23 490	202312 330-57200-46500	*	87.45
TRICHLOR
12/05/23 490	202312 330-57200-46500	*	12.36
LIQUID BLEACH
RIVERSIDE MANAGEMENT SERVICES INC	99.81 003299
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00073 12/12/23 491	202312 330-57200-60100	*	879.16
CHRISTMAS EVENT
RIVERSIDE MANAGEMENT SERVICES INC	879.16 003300
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00076 12/01/23 14680B	202312 320-53800-46400	*	850.00
DEC LAKE MAINTENANCE
THE LAKE DOCTORS INC	850.00 003301
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/22/23 00192 12/15/23 9998	202312 320-53800-46000	*	400.00
RMV 1 TURKEY OAK BACKYARD
OUTSET CAPITAL PARTNERS DBA TREECO	400.00 003302
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
TOTAL FOR BANK A	91,093.10
TOTAL FOR REGISTER	91,093.10

PRP	--PINERIDGE--	BPEREGRINO

Loncl::,cape Services

Customer#:	24488830	
Invoice#:	8671114	
Invoice Date:	10/1/2023	
Gust PD#:		

Pine Ridge Plantation CDD 475 W Town Place Ste 114 St Augustine FL 32092

Job Number	
Description	Amount	

346100576	Pine Ridge COD Exterior Maintenance For October

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\ ·?)20. :>3C:O Ll(o2C.:O
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-

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Total Invoice amount Tax amount
Balance due	12,853.00

12,853.00

12,853.00	
Terms: Net 15 Days	If you have any questions regarding this invoice, please call 904-292-0716

Please detach stub and remit with your payment
Did you know that BrightVlew now offers auto ACH as a payment method? Discover the convenience and safety of automatic ACH bill payment for your recurring billing, Please contact aulopay@bri9hlvie_w.c•J1_r, or your branch point of contact for more information on how to sign up on Auto Pay.

Payment Stub
Customer Account#: 24488830
Invoice#: 8671114 Invoice Date: 10/1/2023

Pine Ridge Plantation COD 476 W Town Plaoo Ste 114 Si Augustine FL 32092

IIAmount Due:	$12,853.00	11
Thank you for allowing us to serve you
Please reference the invoice# on your check
and make payable to:

BrightView Landscape Services, Inc.
P.O. Box 740655
Atlanta, GA 30374-0655

Customer#:	24488830	
Invoice#:	8671115	
Invoice Date:	11/1/2023	
Gust PO#:		

Pine Ridge Planta1ion CDD 475 W Town Place Ste 114 St Augustine FL 32092

Job Number	Description	Amount	
346100576	Pine Ridge COD Exterior Maintenance For November

\(\nc\SC'  '{Y\(;{..\V"\\tv\CtY\C.e
I,?J2.0, Sb3CD. 4(c26D
		t0/'b\ lz':l

Total invoice amount Tax amount
Balance due	12,853.00

12,853.00

12,853.00	
Terms: Net 15 Days	If you have any questions regarding this invoice, please call 904-292-0716

Please detach stub and remM with your payment
Did you know that BrightView now offers auto ACH as a payment method? Discover the convenience and safety of automatic ACH bill payment for your recurring billing. Please contact o_ul0Rcy@brighlyicw.co111 or your branch point of contact for more information on how to sign up on Auto Pay.

Payment Stub

Customer Account#: 24488830
Invoice#: 8671115 Invoice Date: 11/1/2023

Pine Ridge Plantation COD 475 W Town Place Ste 114 St Augustine FL 32092

11 Amount Due:	$12,853.00	II
Thank you for allowing us to serve you
Please reference the invoice# on your check
and make payable to:

BrightView Landscape Services, Inc.
P.O. Box 740655
Atlanta, GA 30374-0655

Invoice	W1637041
Invoice Date  10/30/23
Payment Terms  NET DUE UPON RECEIPT
Customer Code	1015876
Customer P.O.#  SIGNED CONTRACT
Current Due	$ 767.78

convergjnt"
PLEASE RemitTo:	CONVERGINT TECHNOLOGIES LLC
35257 EAGLE WAY
CHICAGO, IL 60678-1352

"'* Include invoice# or customer code on check or send to: achremit@convergint.com

Invoice

BIii to:	Ship To/ Work Site:		
GMS	Pine Ridge COD
475 WTown Pl	4200 Pine Ridge Pkwy		
Stel14RidgewoodTrailsCDDc/oGMS	Middleburg, FL 32068		
St Augustine, FL 32092		
Remarks:	Pine Ridge COD WO#	W1637041		
Quantity	Description	Unit Price	Extension	
1.000 QUOTED WORK PERFORMED-	767.78	767.78	
Total:	$	767.78	

Item 1) Equipment: Access Cards			
Problem Description: Box Sale of 300 badges			
Solution: delivered			

Thank you for your business!			

f\eces c0,Q.c\.s

OCT 31

I ,"J?i:J. 'ST2C:,6

L\9 \Ob
1c{!i1!2	

[tor questions about this invoke, contact your local Convcrgint offkc at (877) 881 - 7724
Ym11-:un p11y yom hwok!.! tmlin ut: r,ww.rnnwrgint.com/invokt' Nute 2.3% surch1o·gc fur CC pnymcnts
C:oiw tglnt is an tqual Opportun!ty/Afflrmtitlv-e Actlon Employer who !s committed to workforce diversity. M/F/D/V.
CYBER CRIME AWARENESS: WE WILL NOT ASK YOU TO CHANGf. CONVERGINT REMIT·TO ADDRESS OR BANKING INFORMATION VIA EM_All
Print Date: 10/30/23	--	----·- _, . Page:	1

Fforida Department of Economic Opportunity, Special District Accountability Program
Fiscal Year 2023 .. 2024 Special District State Fee Invoice and Profile Update
Required by seciions 189 064 and 189 018, Florida Statutes, and Chapter 73C-24, Florida Administrative Code
Date Invoiced: 10/021202				Invoice No: 88880	
Annual Fee: $175.00	1st Late Fee: $0.00	2nd Late Fee: $0.00	Received: $0.00	Tota! Due, POstmarked by 12/01/2023:
$175.00	

STEP 1: Review the f llowing profile and make any needed changes.
Special District's N8:me1 Registered Agent's Name and Registered Office Address:

001343
Pine Ridge Plantation Community Development District
Mr. Wesley Haber
Kutal< Rock LLP
107 West College Avenue Tallahassee, Florida 32301

,..	··•.

.;

'

'

FLORIDA DEPARTMENT./ ECONOMIC OPPORTUNITY

Telephone:
Fax:
Email:
Status:
Governing Body:
Website Address:
County(ies):
Special Purpose(s):
Boundary Map on File:
Creation Document on File:
Date E.stabllshed:
Creation Method:
Local Governing Authority:
Creation Document(s):
Statutory Authority:
Authority to Issue Bonds:
Revenue Source(s):

850-692-7300 Ext:
850-692-7319
Wesley.Haber@KutakRock.com Independent
Elected www.pineridgeplantationcdd.com Clay
Community Development 03/23/2006
03/23/2006
03/08/2006
Local Ordinance Clay County
County Ordinance 2006-5
Chapter 190, Florida Statutes Yes
Assessments

STEP 2: Sign and date to certify accuracy and completeness,

H 

By signing and dating below, I do hereby certify that the profile above (changes noted if necessary) is accurate and complete: Registered Agent's Signature:	L._/	......,_J,_. t'	Date	10.31.2023
STEP 3: Pay the annual state lee or certify eligibility for zero annual fee.
Pay the Annual Fee: Pay the annual fee online by following the instructions at www,Floridajobs.org/SpecialDistrlctFee or by check payable
to the Florida Department of Economic Opportunity.
Or, Certify Eligibility for the Zero Fee: By initialing both of the following items, I, the above signed registered agent, do hereby certify that to the best of my knowledge and belief, BOTH of the following statements and those on any submissions to the Department are true, correct, complete, and made in good faith. I understand that any information I give may be verified.
1,_	This special district is not a component unit of a general purpose local government as determined by the special district and its Certified
Public Accountant; and,
2,_	This special district is in compliance with its Fiscal Year 2023 - 2024 Annual Financial Report (AFR) filing requirement with the Florida Department of Financial Services (DFS) and that AFR reflects $3,000 or less in annual revenues or, is a special district not required to file a Fiscal Year 2023 - 2024 AFR with DFS and has included an income statement with this document verifying $3,000 or less in revenues for the current fiscal year.
Department Use Only: Approved:  Denied:   Reason:	

STEP 4: Make a copy of this document for your records.
STEP 5: Mail this document and payment (ii paying by check) to the Florida Department of Economic Opportunity, Bureau of Budget
I	.
Managem nt, 107 East Madison Street, MSC #120,'Tallahassee, FL 32399-4124. Direct questions to (850) 717-8430.

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

Check Remit To: Kulak Rock LLP PO Box 30057
Omaha, NE 68103-1157

October 31, 2023

Reference: Invoice No. 3298042 Client Matter No. 16423-1
Notification Email: eftgroup@kutakrock.com

Jim Oliver
Pine Ridge CDD
Governmental Management Services - Suite 114
475 West Town Place St. Augustine, FL 32092

St. Augustine

Invoice No. 3298042
16423-1

Re:	Pine Ridge CDD - General Counsel For Professional Legal Services Rendered
09/01/23	W. Haber	0.20	52.00	Review	correspondence	regarding
RMS agreement; review same	
09/14/23	W.Haber	0.20	52.00	Review	agenda	for	September	

09/19/23	
W. Haber	
1.30	
338.00	meeting
Prepare for and participate in Board	
				meeting	

TOTAL HOURS	1.70
TOTAL FOR SERVICES RENDERED TOTALCURRENTAMOUNTDUE

$442.00
$442.00

PRIVILEGED AND CONFIDENTIAL
ATTORNEY-CLIENT COMMUNICATION AND/OR WORK PRODUCT

TO:
PINE RIDGE PLANTATION 4200 PINE RIDGE PARKWAY MIDDLEBURG, FL 32068

<:ieel,(12,1tL\/W\U\	1\o\1-,'{\9
\. 3(). Sl2.CJD.  L\ (X)
\D/1,,!2:

FOR:
prmgr@riversidemgtsvc.com

INVOICE DATE. DATf:10/30/2023

DATE WORKED	
DESCRIPTION	TIME IN/OUT	
HOURS	
RATE	
AMOUNT	
10-06-2023	Neighborhood Pool and Clubhouse patrol and security	1900-2200	3	$42.00	$126.00	
	Made contact with 3 citizens at pool					
	Patrolled Neighborhood					
10-07-2023	Neighborhood Pool and Clubhouse patrol and security	1930-2030	1	$42.00	$42.00	
	Made contact with 2 citizens at pool					
	Patrolled Neighborhood					
10-13-2023	Neighborhood Pool and Clubhouse patrol and security	1930-2330	4	$42.00	$168.00	
	Made contact with 2 citizens at pool					
	Patrolled Neighborhood					
DEPUTY	TOTAL SIGNATURE:				$336.00	

					

					

					

					

TO:
PINE RIDGE PLANTATION 4200 PINE RIDGE PARKWAY MIDDLEBURG,. Fl 32068

:ieeu.1L1tL\ / W\c,n \\u\2.' Y\1
I. 3?:D.S12C0 .2:H'SlO	l
---,,o)'?i\ 2  ':>

FOR:
prmgr@riversidemgtsvc.com

INVOICE DATE
DATE:10/30/2023

DATE WORKED	
DESCRIPTION	TIME
IN/OUT	
HOURS	
RATE	
AMOUNT	
09-01-2023	Neighborhood Pool and Clubhouse patrol and security	1900-2300	4	$42.00	$168.00	
	Made contact with 3 citizens at pool					
	Patrolled Neighborhood					
09-15-2023	Neighborhood Pool and Clubhouse patrol and security
-	1900-2300	4	$42.00	$168.00	
	Made contact with 2 citizens at pool					
	Patrolled Neighborhood					
09-23-2023	Neighborhood Pool and Clubhouse patrol and security	1915-2315	4	$42.00	$168.00	
	Made contact with 4 citizens at pool					
	Patrolled Neighborhood					
						
DEPUTY	TOTAL SIGNATURE,				$504.00	

					

					

					

					

Michael Layne

)509-0828

3

3etLLQ\ L\ /'i'f\C11(\0R-,
\.:>'.JO.'5720G.·2:HSLD
t0/idz

INVOICE DATE
OCTOBER 2023

TO:
PINE RIDGE PLANTATION 4200 PINE RIDGE PARKWAY MIDDLEBURG, FL 32068

FOR:
prmgr@riversidemgtsvc.com

DATE
WORKED	
DESCRIPTION	
TIME IN/OUT	
HOURS	
RATE	AMOUNT	

10/22/23	Amenity center checked - side gate left open and I closed it, neighborhood patrol, amenity center checked, Neighborhood patrol.	
2230/0230	
4.0	
42.00	
168.00	

10127/23	Amenity center checked, neighborhood patrol, citizen contact at Pine Ridge and Oak Moss, 3 vehicles parked in amenity eenter parking lot - I ran the tags and none were stolen or wanted - all were unoccupied, amenity center checked, neighborhood patrol, amenity center checked.	

2115/0115	

4,0	

42,00	

168,00	

						
DEPUTY	/	e
SIGNATURE;	Total		8.0		336,00	
Make all checks payable to Michael Layne	

Thank you for your business I				

Invoice	Date	11/112023	
	Invoice#	131295618341	

SUl-:C  L··

Terms	Net20	
Due Date	11/2112023	
PO#		

1707 Townhurst Dr.
Houston TX 77043
(800) 858-POOL (7665)
www.poo!sure.com

Bill To	Ship To	
GMS, LLC - Pine Ridge Plantation 475 W. Town 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-FLAT WM-SHED RENTAL
Fuel Surcha'(}e

i	Water Management Flat Billing Rate Monthly rental fee for storage shed Fuel/Environmental Transit Fee	

,I=	1
1
1

'::E	ea ea ea	1,446.69
10.00
49.05

:	
	
y \ C, \CCs-\s,			It		
						
		o:: ,,
L o			
		/,				
	\.?/ct>. S72C6. 4(o't>C0
,,;>1ul2Lt)23

	"					

Subtotal Shipping Cost (FEDEX GROUND!
Tota Amount Due

1,505.74
0.00
1,505.74
$1,505.74

Remittance Slip

Customer

Amount Due

$1,505.74

13GMS100
lnvoleo #
1 Wafi618M1

Amount Paid		
Make Checks Payable To
Paolsure
PO Box 55372
Houston, TX 77255-5372

III

Ill1111111111111111111111
131295618341

	Invoice	

Invoice#:	
485	
Invoice Date:	11/2/2023	
Due Date:
Case:
P.O. Number:	11/2/2023	

Riverside Management Services, Inc
9655 Florida Mining Blvd. W.
Building 300, Suite 305
Jacksonville, FL 32257

Bill To:
Pine Ridge Plantation 475 West Town Place Suite 114
St. Augusllne, FL 32092

Description	Hours/Qty	Rate	Amount

Halloween Event

		2,713.97	2,713.97	

Total	$2,713.97	
Payments/Credits	$0.00	
Balance Due	$2,713.97	

,,
11\:>\J)
CB\};

rd anO lfll2

e

fL

d: Ve 51(£

.

10/28/23

Gl#330-572-601

$2,713.97
i,,..,.	$0.00
	$2,713.97

Set up and Site Management Site Staff
Mileage

]jack-a-lanterns, tombstones, zombie
: anlmatronics, plastic sheeting for haunted
house, rolls of plastic table covers haunted mansion DVD

$1,604.83

124.68

	Actual 

	

	

!Totals	$1,629.51

candy for treat table/bags
Gift cards for house decorating contest	1449.37	
	1635.09	

		

 	
Payable To:

Totals

$1,084.46	Totals	_i0.00
--..),,..
·-...t"\

	Pl EA 51: fllt (,l!l flEl.OWIF PAYING BY CREO!T C.ti.RD		
I .	
I	.	

MAKE CHECU PAYABI EID·	I

: rll<'Ll (•l),l{/Uh./,U,

\.'._I,	 P.·:•"·._:·:::,:::::.:::.,-:.,
Post Office Box 20122
Tampa, FL 33622-0122
(904) 262·5500

Pine Ridge Plantation CDD - Governmental Management Services
475 West Town Pl SUITE 114
St Augustine, FL 32092

00000000075406001000000013617600000008500068

ACCOUNT NllMBEB	DATE	BALANCE
719342	11/1/2023	$850.00

The Lake Doctors
Post Office Box 20122 Tampa, FL 33622-0122

Please Return this portion with your payment

Invoice Due Date 11/11/2023	Invoice	136176B	PO#	
Invoice Date	Description	Quantity	Amount	Tax	Total		
4200 Pine Ridge Pkwy Middleburg, Fl 32068
11/1/2023	Water Management - Monthly	$850.00	$0.00	$850.00

[_c._\_	MC--.\"'-\-ev"C<..v,Ce_
\. 'b26.'5 ;J.L-"<,V, L\lo oo
Please remit payment for this month's invoice.	ll/2 lz.

Please provide remittance information when submitting payments,	credits	$0.00
otherwise payments will be applied to the oldest outstanding invoices.
Adjustment	$0.00
AMOUNT DUE	

Total Account Balance including this invoice:	$850.00	This Invoice Total:

$850.00

Click the "Pay Now" link to submit payment by ACH
cu■tomer #;	719342
Portal Registration#:	2.6CE8D2B

C111tomer Portal Link:	www.lakedoctors.com/contact•us/

Corporate Address
4651 Salisbury Rd, Suite 155
Jacksonville, FL 32256

Set Up Customer Portal to pay Invoices onllne, set up recurrtng payments, view payment history, and edit contact Information

Turner Pest ficontrol
PAVMEH.T ADDRESS:
Turnu Pelt Cont.el UC• P.O. Btu H2S03•Atloo\<I, Ceo1oi•31192,250'.l:
9M :!f,6 6JOII • ru, 11M JU HU -1nn rn•, OIi ns J05• tume,..,..oi.com

[347869]
Plnerldgc Plantation Amanda Rentsch 4200 Pine Ridge Pkwy
Middleburg, FL 32068-9216

Turner Pest Control LLC
P.O. Box 952503
Atlanta, GA 31192-2503
904-355-5300

['

INIICIICE:•	617832515	
DATE:	10/1712023	
ORDER:	617632515	

[347869]	904-291-8878
Pineridge Plantation Amanda Rentsch 4200 Pine Ridge Pkwy
Middleburg. FL 32068-9216

..	----
j

CPCQ	Commercial Pest Conlrol - Quarterly Service

¥Cl '\0-et\t mc..\o\c'IO-
\. 36.S12e:o . Ylocx:::o

lo/ I ti)25

$114.00

SUBTOTAL	$114.00
TAX	$7.98
AMT. PAID	$0.00
TOTAL	$121.98

AMOUNT DUE	$121.98

TECHNICIAN SIGNATURE

CUSTOMER SIGNATURE

'I
'\  ' :1.; '>,••:,\'-, \.:	' ,\,'
f'' ...

[!!ibank.

Corporate Trust Services
EP-MN-WN3L
60 Livingston Ave.
St Paul, MN 55107

PINE RIDGE PLANTATION COD CAP IMP REV REF BOS SER 2020A-1 SENIOR BOS & SER 2020A-2 SUBORDINATE BOS 2020A REVENUE ACCOUNT

Invoice Number: Invoice Date: Account Number: Direct Inquiries To: Phone:

3/3

7102916
10/25/2023
261827000
Schuhle, Scott A (954)-938-2476

Accounts Included	261827000	261827001	261827002	261827003	261827004	261827005	
In This Relationship: 261827006	261827007	261827008				

CURRENT CHARGES SUMMARIZED FOR ENTIRE RELATIONSHIP

Detail of Current Charges	Volume	Rate	Portion of Year	Total Fees

04200 Trustee	1.00	3,750.00	100.00%	$3,750.00	
Subtotal Administration Fees - In Advance 10/01/2023 - 09/30/2024			$3,750.00	

Incidental Expenses 10/01/2023 to 09/30/2024	
3,750.00	
0.0775	
$290.63	
Subtotal Incidental Expenses			$290.63	
TOTAL AMOUNT DUE			$4,040.63	

The fees shown on this invoice are reflective of the most recent fee schedule or notice of fee adjustment provided by U.S. Bank.
Page2 of 2

	2/3	

Invoice Number:	
7102916		
Account Number:	261827000		
Invoice Date:	10/25/2023		
Direct Inquiries To:	Schuhle, Scott A		
Phone:	(954)-938-2476		

[!I3bank.
Corporate Trust Services EP-MN-WN3L
60 Livingston Ave. st. Paul, MN 55107

PINE Ridge Plantation Community Development Distr ATTN District Manager
475 West Town Place Suite 114
St. Augustine, FL 32092 United States
PINE RIDGE PLANTATION CDD CAP IMP REV REF BDS SER2020A-1 SENIOR BDS & SER2020A-2 SUBORDINATE BDS 2020A REVENUE ACCOUNT

The following is a statement of transactions pertaining to your account. For further information, please review the attached.	
STATEMENT SUMMARY

PLEASE REMIT BOTTOM COUPON PORTION OF THIS PAGE WITH CHECK PAYMENT OF INVOICE.

TOTAL AMOUNT DUE	$4,040.63
All invoices are due upon receipt.

Please detach at perforation and return bottom portion of the statement with your check, payable to U.S. Bank.

PINE RIDGE PLANTATION CDD CAP IMP REV REF BDS SER 2020A-1 SENIOR BDS & SER 2020A-2 SUBORDINATE BDS 2020A REVENUE ACCOUNT

Wire Instructions:
U.S. Bank
ABA # 091000022
Acct# 1-801-5013-5135
Trust Acct# 261827000
Invoice# 7102916 Attn: Fee Dept St. Paul

Please mail payments to:
U.S. Bank CM-9690
PO BOX 70870
St. Paul, MN 55170-9690

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 #: 248
Invoice Date: 11/1/23
Due Date: 11/1/23
Case:
P.O. Number:

Description	Hours/Qty	Rate	Amount

Dissemination Agent Services - November 2023 Website Administration -November 2023 Information Technology· November 2023 Management Fees • November 2023
Office Supplies Postage Copies Telephone

		437.50
100.00
133.33
4,313.33
0.24
5.04
6.15
18.22	437.50
100.00
133.33
4,313.33
0.24
5.04
6.15
18.22	

Total	$5,013.81	
Payments/Credits	$0.00	
Balance Due	$5,013.81	

$

.

, ,

WUltltiafle Wo
12558 Old Kings Rd Jacksonville, FL 32219
(904) 766-3933
www.JaxCarriage.Com

Bill To:

Maria Cranford
Pine Ridge Plantation Amenity Manager Riverside Management Services, Inc. (904) 572-8107 C
(904) 291-8878 w

fl!fl!W

Invoice
Number:	20232699 Date:	 2/24/2023

Pine Ridge Plantation 4200 Pine Ridge Parkway Middleburg, FL, 32068

 Customer Email	IISales Rep prmgr@riversidemgtsvc.com		Bieni Boyce

I
I

Event Location:

Date	Service ID	Description	Quantity	Price	Amount	

12/09/2023	
HayRides	Horse-drawn Haywagon Rides				
	
Time	
5:00pm - 8:00pm				

Deposit	Please remit a Non-Refundable deposit to reserve us. Bad weather rescheduling must be done by 12/08/2023 or balance is
due.		
$700.00	
$700.00	
	Balance	Balance due on arrival.	---"- llifl1!;		$700.00	$700.00	
	
"-· -	-·	,;E	
-·	
                       	
.I·•1·	I 6
I		
BY·
Jacksonville Carriage Co follows recommended guidelines for COVID-19, We will not cancel our services for the event unless it is legally prohibited. We reserve the time slot exclusively for your event and your non-refundable deposit is to hold this time for you. Please consider this when planning your event.

Please review this invoice to ensure it accurately reflects our agreement.
Add 4% for payments by credit card,	
Total	$1,400.00

WARNING
Under Florida law, an equine activity sponsor or equine professional is not liable for an injury to, or the death of, a participant in equine activities resulting from the inherent risks of equine activities.

Riverside Management Services, Inc
9655 Florida Mining Blvd. W. Building 300, Suite 305
Jacksonville, FL 32257

Bill To:
Pine Ridge Plantation 475 West Town Place Suite 114

St. Augustine, FL 32092

Invoice

Invoice#: 484
Invoice Date: 11/1/2023 Due Date: 11/1/2023
Case:
P.O. Number:

				

Total	$9,722.49	
Payments/Credits	$0.00	
Balance Due	$9,722.49	

Clay County Sheriff's Office
901 N ORANGE AVE
GREEN COVE SPRINGS, FL, 32043
(904) 264-6512

General Invoice
Customer Copy

CUSTOMER	INVOICE DATE	INVOICE NUMBER	AMOUNT PAID	DUE DATE	INVOICE TOTAL DUE

PINE RIDGE PLANTATION CDD

11/08/2023	49	$0.00	11/23/2023	$95.00.

DESCRIPTION	QUANTITY	PRICE	UOM	ORIGINAL BILL	ADJUSTED	PAID	AMOUNT DUE

$35,000000  EACH

oFF QuTY ADM1N
OFF DUTY SCHEDULING FEE
Jnvo1cc Total:	$95,00

, ...........,................,,,,,,	DEIACHAND RETURN THE PORTION BELOW WITH YOUR PAYMENT){!

Clay County Sheriff's Office
901 N ORANGE AVE

General Invoice
Remit Portion

GREEN COVE SPRINGS, FL, 32043
(904) 264-6512

lnvoice Date lnvoloe Number Customer Number

11/08/2023

49

79

Amount Paid

PINE RIDGE PLANTATION CDD 475 W. TOWN PLACE
SUITE 114
ST AUGUSTINE, FL 32258

Please write your Account Number on your check and enclose this portion of the bill with your payment. Make checks payable to: TylerTown

41f

Matthew Edmonson
10/06/23 1900 - 10/06/23 2300	4	$42.00	$168-00

2	10/20/23 0000 - 10/20/23 0000	PINE RIDGE

Matthew Edmonson

EVENT TOTAL:	(hrs) 4.00	$168.00

10/13/23 1930- 10/13/23 2330	4	$42.00	$168.00

3	10/27123 0000 - 10/27/23 0000	PINE RIDGE

Michael Layne

EVENT TOTAL:	(ho;) 4.00	$168.00

10/27/23 2115 - 10/28/23 0115	4	$42.00	$168.00

EVENT TOTAL:	(hrs) 4.00	$168.00

INVOICE TOiAL:	(hr,;) 12.00	$504.00

£\Jvn "' V\	h1--l :;L	'f.ic;-':2- ::. 1>/J,0w
5	rel--  L	X	i	$3!:>
		                                             	::_

Riverside Management Services, Inc
9655 Florlda Mining Blvd. W. Bulldlng 300, Suite 305
Jaoksonvllle, FL 32257

Bill To:
Pina Ridge Plantation 476 West Town Place Suite 114
St. Augustina, FL 32092

Paclllty Maintenance October 1 • October 31, 2023
·111a1niemirica'supplle  •.••·	• •••·•	•	•

GeY)ed 1-CAt\ \1tl.\ fn().,().\tron0e	2. I '5\L\,(,l.j
\ .'?) .S72.(')(). 4loato

Invoice

Invoice#: 486
Invoice Date: 11/10/2023
Due Date: 11/10/2023
Case:
P.O. Number:

(D	f\ifle'f\  ?ie. \IZ.	ie?\ace.men\s
I,:>&),'512.061L\(o\C:O
"' l'\l16''Q.U,\	rp\1e"'.::,-	2L\'2..1L\
\.3-0D,  ':J1206.L\4,20I
0 {)\'\\re Su:yv\leS,. -	\<10,214>
\.:)Q(), S 12to. S \00()
. 1I) \'5" l2

4L\&7 S

Total	$3,436.14

Payments/Credits	$0.00

Balance Due	$3,436.14

i
,I

FOR THE MONTH OF OCTOBER 2023

Date	Hours	Employee Description

10/3/23	3	M.B.	Repaired gate at spray park, repaired gate at the back of filter yard, loaded scaffolding and returned
10/3/23	2	R.A.	Fixed gate at rearpool pack, tightened hinge bolts to reduce sag and ensure proper
closing, checked gate at splash pad not fulling closing, adjusted latch mechanism, Inspected pickleball nets to begin tear down, loaded and returned scafloldlng
10/4/23	5.52	M.B.	Repaired gate at dumpster, disassembled tour pickleball nets and loaded onto truck,
removed debris from amenity center, pool, common areas, playground and roadways, checked and changed all trash receptacles, emptied and restocked dog waste receptacles
10/4/23	4.23	R.A.	Fixed dumpster gates so they can open, close and latch properly, began disassembly of pickleball nets once completed loaded onto truck, loaded large debris for dump, emptied
and restocked dog waste receptacles, checked and changed all trash receptacles, removed debris from amenity center, pool, common areas, playground and roadways
10/5/23	4.04	M.B.	Offload four plckleball nets, removed debris along Tynes Boulevard, checked and changed an trash receptacles, emptied and restocked all dog waste receptacles, removed debris from amenity center, pool, common areas, playground and roadways
10/5/23	4.4	R.A.	Started removing bulk debris from trailer at dumpsile, blew leaves and debris off pool deck,
dropped off trailer and pickleball nets, removed debris from amenity center, pool, common areas, playground and roadways, checked and changed all trash receptacles, emptied and restocked dog waste receptacles
10/7/23	5.02	R.A.	Emergency water leak repair, men's gym bathroom urinal pressure water pipe cracked
and burst flooding gym, bathroom and office, cut existing pipe to remove cracked coupler, Installed new CPVC 3/4" male thread coupling and re-installed urinal flush unit, allowed to cure, moved furniture, used carpet cleaner to clean up standing water, used shop fan to help dry carpet, moved furniture and items back into office
10/9/23	2	M.B.	Checked and changed all trash receptacles, emptied and restocked all dog waste receptacles,
removed debris from amenity center, pool, common areas, playground and roadways 10110/23	4.25	R.A.	Removed wasp nest from playground, removed and cleaned dirt and debris from closet
utility tub, unclogged utility tub, replaced all gaskets and diaphragms for one urinal and one toilet in men's gym bathroom, went to clean clogged floor drains In men's and women's gym
bathroom, found screws for all drain covers stripped, drilled, tapped and installed new screws, cleaned bathroom drain filters and unclogged, picked up supplies
10/11/23	1	R.A.	Emptied and restocked dog waste receptacles, checked and changed trash receptacles around amenity center, removed debris around amenity center, pool deck and parking lot
10/12/23	3.03	R.A.	Began to removed approximately twenty four five gallon buckets of sand, dirt and clay from road gutter at Buggy Whip
10/16/23	3.5	RA.	Inspected surveillance equipment in pool pack not working, checked NC voltage power,
opened outlet and found water intrusion, opened light switch about outlet and found water intrusion in light switch box, search for breaker and found It unlabeled in rear of pool pack breaker panel, picked up supplies
10/17123	5.1	RA.	Dried electrical outlets In pool pack and silicone sealed junction boxes at top pipe area,
removed broken off outlet screw and replaced, re-installed GFCI and light switch with new gaskets, switched breaker and verified outlet function, plugged in security system, removed debris from amenity center, pool, common areas, playground and roadways,
checked and changed all trash receptacles, emptied and restocked dog waste receptacles,
picked up supplies
10/18123	R.A.		Removed rotten board from picnic table and used as template for drilling holes in new pressure treated board, installed new board and bolted lo table with old hardware, cleaned up wood chips and disposed of old board, will need to repaint tables with matching paint
10/19/23	2.12	R.A.	Removed dirt and debris from curbs between Oak Moss Loop and Buggy Whip along
pond side of street, deposited in the conservation area of Oak Moss Loop
10/23/23	1	R.A.	Emptied and restocked dog waste receptacles, checked and changed trash receptacles at tennis courts, playground and common areas

	FOR THE MONTH OF OCTOBER 2023	

Date 10/27/23

10/30/23

10/31/23

Hours 3.82

2

3.3

Employee DescrJption
R.A.		Cut PVC to length for amenity manager, began removing dirt from curbs, removed forty five live gallon buckets of dirt and off loaded In conservation area, cleared curbs from Night Owl up to Buggy Whip, will return to finish
R.A.	Reviewed action list, turned on inigallon system and showed amenity manager system,
removed debris from amenity center, pool, common areas, playground and roadways checked and changed all trash receptacles
R.A.	Picked up supplies, cut shims down to flt, Installed test shims to verify flt and security,
drilled and Installed shims re-enforcing stair trend, straightened and organized pool deck furniture, removed debris around amenity center, pool, common areas, playground and tennis courts, checked and changed trash receptacles

TOTAL	60.33

MILES 	0		*Mileage is reimbursable per section 112.061 Florida Statutes Mileage Rate 2009-0.445

MAINTENANCE BILLABLE PURCHASES

Period Ending 11/05/23

DATE	SUPPLIES	.e.BJ£!;	EMPLOYEE	

10/7/23	

PVC Saw	

19.29	

M.C.	
10/7/23	PTFETape	1.13	M.C.	
10/7123	3/4 PVC Male Adapter	1.60	M.C.	
1017123	3/4 CPVC Coupling	0.71	M.C.	
1017123	8oz Purpose Purple Primer	15.25	M.C.	
10/7/23	3/4 Flowguard CPVC	6.03	M.C.	
10/10/23	3/16x1-114 75pk Flat Screws for Drain Covers	19.86	M.C.	
10/12/23	Black Printer Ink (2)	98.83	M.C.	
10/12/23	Multi Colored Ink	92.03	M.C.	
10/16123	2"x10"xB' Pressure Treated Lumber	13.09	R.A.	
10116123	AA Batteries 36pk	24.00	R.A.	
10/17/23	Gasket 1-Gang (2)	3.13	R.A.	
10/17123	Silicone Sealant Clear	9.75	R.A.	
10/17/23	6·32 Electrician Screw Kit	21.13	R.A.	
10/20/23	Multi Fold Paper Towels (2)	113.74	M.C.	
10/20123	Toilel Paper (2)	69.40	M.C.	
10120/23	Refill Alrwlck Plugs 9pk	20.39	M.C.	
10120/23	Lysol Toilet Bowl Cleaner 4pk (2)	27.34	M.C.	
10130/23	Black Disposable Gloves BOpk	25.28	F.S.	
10130/23	13 Gallon Trash Bags 150ct	22.97	F.S.	
10/30123	Microfiber Towels 24pk	14.93	F.S.	
10130123	Bleach (2)	21.80	F.S.	
10/30123	Pine 801144oz	17.69	F.S.	
10131/23	Flat Plate Bar Aluminum 48"x1 1/2" x 1/8"	19.47	R.A.	
10131123	114 Connector Boll 4pc	3.16	R.A.	
10/31/23	Flat Bar Aluminum 96"x11/2"x1I8"	33.27	R.A.	
10/31/23	114" Hex Bolt Stainless Steel 5pc	3.07	R.A.	
10/31/23	1/411 Hex Nut Stainless Steel	8.30	R.A.	
10/31/23	1/4" Hex Bolt x 314" 5pc	9.75	R.A.	
10/31/23	1/4" Hex Boltx 1" 5pc	15.35	R.A.	
10/31/23	1/4" Hex Bolt x 1 1/4" 5pc	3.07	R.A.	
10/31/23	55 Gallon Clear Storage Tote (2)	105.75	M.C.	
10/31/23	12 Gallon Clear Storage Tole (3)	48.23	M.C.	
1112/23	13 Gallon Trash Bags 150ot	22.97	M.C.	
11/2/23	114" Lock Nuts Pack of 3 (3)	4.76	R.A.	
1112/23	114" x 1" Hex Bolts Stainless Steel (2)	6.14	R.A.	
11/2/23	Air Fitters 6pk	80.29	M.C.	
		TOTAL  $1,022.94		

DISTRICT PR
PINE RIDGE

	Invoice	

Invoice#:	
487	
Invoice Date:	11/13/2023	
Due Date:
case:
P.O. Number:	11/13/2023	

Riverside Management Services, Inc
9655 Florida Mining Blvd. W. Building 300, Suite 305
Jacksonville, FL 32257

BIii To:
Pine Ridge Plantation 475 West Town Place Suite 114
St. Augustine, FL 32092

Description	Hours/Qty	Rate	Amount

Pool Chemicals

7cc\ C,'v'€m,cc.\5-
\. ,3b. 57200 -4 '50D
lI/ \Ltlz

		255.86	255.86	

Total	$255.86	
Payments/Credits	$0.00	
Balance Due	$255.86	

Lzindscvpe Servic1:_i:;

Customer#:	24488830	
Invoice#:	8690742	
Invoice Date:	12/1/2023	
Cust PO#:		

Pine Ridge Plantation COD 475 W Town Place Ste 114 St Augustine FL 32092

Job Numbel"	Description			Amount	
346100576	Pine Ridge COD
Exterior Maintenance far December

l-o..flc\	\"'(\(A.\V\.\-U\C,  v"l'.e
I· 'b2CJ,  2iCO, 4(o'2DO
\2{ I 12

Total invoice amount Tax amount
Balance due	12,853.00

12,853.00

12,853.00	
Terms: Net 15 Days	If you have any questions regarding this invoice, please call 904-292-0716

Please detach stub and remn with your payment
Did you know that BrightView now offers auto ACH as a payment method? Discover the convenience and safety of automatic ACH bill payment for your recurring billing. Please contact autopay(i'iJbri[Jhlview com or your branch point of contact for more information on how to sign up on Auto Pay.

Payment Stub
Customer Account#: 24488830
Invoice#: 8690742 Invoice Date: 12/1/2023

Pine Ridge Plantation CDD 475 W Town Place Ste 114 Sl Augustine FL 32092

IIAmount Due:	$12,853.00	11
Thank you for allowing us to serve you
Please reference the invoice# on your check
and make payable to:

Brigh!View Landscape Services, Inc.
P.O. Box 740655
Atlanta, GA 30374~0655

Sold To: 24488830
Pinc Ridge Plantation CDD 475 W Town Place Ste 114 St Augustine FL 32092

Project Name: Pinc Ridge Plantation Lower grade on tree ring throughout pool deck Project Description: Lower grade on tree rings throughout pool deck

Customer#:  24488830
Invoice#:	8720384 Invoice Date: 12/15/2023 Sales Order: 8246632 Cust PO#:

.Job Number	Descri lion		UM	Unit Price	Amount	
346100576	Pinc Ridge CDD
Labor to remove existing pine
Replenish with fresh Pine trn

\	v.\
I. D,S' 3(f). 4le(X::G
	,J\ l	
1.000
10.000

l2	
LS LS	
991.80
14.00	
991.80
139.98	

Total Invoice Amount	1,131.78
Taxublc Amount
Tax Amount
Balance Due	1,131.78	

Terms: Net 15 Days	If you have any questions regarding this invoice, please call 904 292-0716

Payment Stub
Customer Account#: 24488830
Invoice#: 8720384 Invoice Date: 12/1512023

Please dewch stub and r mit with your payment

II  Amount Due:	$ 1,131.78	II
11umk you for allowing us to serve you

Please reference 1he invoice# on your
check and make payable to

Pinc Ridge Plantation CDD 475 W Town Place Ste l 14 St Augustim, FL 32092

Bright View Landscape Services, Inc.
P.O. Box 740655
Atlanta, GA 30374-0655

.PJ!waysJmpnn!lllu.LLC dl>r..El!nasi Pm
1400 Village Square Blvd #3-293
Tallahassee, FL 32312
(850) 523-8882
tracy@wearefitn{lsspro,com www.wearefltnesspro.com

lnvwce

1400 VIiiage Square #3·293 Tallahassee. FL 32312 850•523-6882

Pine Ridge Plantation Amenity Center 4200 Pine Ridge Parkway Middleburg, FL 32068

Pine Ridge Plantation Amenity Center 4200 Pine Ridge Parkway Middleburg, FL 32068

31105	12/07/2023	$843,99	12/22/2023	Net 15

2aJ'a!l8 2o..Pa!l8

2b.. gl
.Handllb!I
.2a.Pado
.21L-Sl!l!>!!lllgl
.Handllh!I
L fle1llm.laeer

P	..-u.Fee

SERVICE REQUEST 38036 - REPAIRS IDENTIFIED DURING OCTOBER PM
Oct 9, 2023: Parts for Repair: Handpulse Plate SF (8130077)	-
Oct 9, 2023: Parts for Repair: 1100m/m_Handpulse Wire(Whlte) SF (E030036)
Oct 9. 2023: Parts for Repair: 1100m/m_Handpulse Wire(Red) SF (E030036-01)
Oct 9, 2023: Parts for Repair: RUNNING BELT SF (H0743255T-R3)	.
Oct 9, 2023: Shipping and Hari0!ing Estimate: Spirit Repair
Oct 9, 2023: Parts for Repair: 8 1/2" Roller FCP (PAM146)
Oct 9, 2023: Shipping and Handling Estimate: Rollers

Dec 6, 2023: Estimated Labor All parts reoeived. Tech replaced roller. Tech replaced tread bel1 and flipped deck on treadmill. Tech replaced 4 HR sensors on another treadmill. Both units fest correct
Service Request Details/Notes: 1. Paramount Lat pulldown/ seated Row Model FS53 SN: FS530809007 needs new knee fad covers due to wear and damage.
Spirit Treadmll Model:XT685 SN:6858152104013342 needs new HR grips, missing detector straps on left and
right.
Spirit Treadmill XT685 sn:6858152104013343 belt and deck showing wear. Should flip deck and replace belt soon
Processing Fee

BALANCE DUE

4	2.00	8,00
6.00	6,00

6.00	6.00

400.00	400.00

42.00	42,00

2	74.24	148.48
29.72	29.72

2	90.00	180.00

820.30	0.029	23.79

l\me"',\L\ 'Vie ,Q.S	½e 'Gce-m

\.  3b. S,2ec,. 4fc\l':O
r2..l,2-l23

www.wearefitnesspro.com

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#: 249
Invoice Date: 12/1/23
Due Date: 12/1/23
Case:
P.O. Number:

Description	Hours/Qty	Rate	Amount

Dissemination Agent Services - December 2023 Website Administration -December 2023 Information Technology - December 2023
iMarn;igement fees • pecember 2023
Office Supplies
:postage Copies

rGEIV,

&:W·:....-----		437.50
100.ojJ
133.33
4,313.33
6.36
7.56
12.15	437.50
169.00
133.33
4.,3•13o.:3s3s
7.56
12.15	

Total	$5,004.23	
Payments/Credits	$0.00	
Balance Due	$5,004.23	

Grnait	Pine Ridge Plantation <prmgr@riversidemgtsvc.com>

Santa visit
1 message

Kevin Mason <santakevinjax@yahoo.com>
Reply-To: Kevin Mason <santakevinjax@yahoo.com>
To: "Prmgr@riversidemgtsvc.com" <Prmgr@rtvarsidemgtsvc.com>

Marla Cranford
Facili!y Manager

Pine Ridge Planatlon Christmas community party 12/9/2023 from 5pm to 8pm. 3 hours at $210.00 hour.
Total $630.00

Santa Kevin Mason
(904) 287-3764

S0ni frorn Yahoo Mall 011 Android

Sat, Dec 9, 2023 at 8:02 PM

Santa Kevin Mason
1821 Auturnnbrook lane	

St. John's, Florida 32259

(904) ::87-3764

KUTAK  ROCK  LLP TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-Jl57

December 5, 2023

Reference: Invoice No. 3322889 Client Matter No. 16423-1
Notification Email: eftgroup@kutakrock.com

Jim Oliver
Pine Ridge CDD
Governmental Management Services - Suite 114
475 West Town Place St. Augustine, FL 32092

St. Augustine

Invoice No. 3322889
16423-1

Re:	Pine Ridge CDD - General Counsel For Professional Legal Services Rendered

10/04/23

I 0/05/23

A. Warner

S. Sandy

0.10	12.50

0.20	77.00

Correspondence with district manager regarding EDR Water and Land Survey
Coordinate response to the Office of Economic and Demographic Research's water and land survey

10/20/23

K. Jusevitch

0.20

25.00

Review annual agency invoice

TOTAL HOURS	0.50

TOTAL FOR SERVICES RENDERED TOTAL CURRENT AMOUNT DUE

$114.50
$114.50

PRJVILEGED AND CONFIDENTIAL
ATTORNEY-CLIENT COMMUNICATION AND/OR WORK PRODUCT

 	 	 	

TO;
PINE RIDGE PLANTATION 4200 PINE RIDGE PARKWAY MIDDLEBURG, fl32068

See.lA..'Q-\	I \\()011,\OIC..\'f'\'1
\,'b?:b, S 7'2.c(). :iL\SCO

	,2-h \23
prmgr@riversidemgtsvc.com

INVOICE DATE
NOVEMBER 2023

OAT!:
WORKED	
DESCRIPTION	
TIME IN/OUT	
HOURS	
RATE	
AMOUNT	

11/10/23	Amenity center check - Found open door in the family meeting room - checked for anything out of place - all appeared okay - secured the door and reset the alarm. Neighborhood patrol, amenity center checked, neighborhood patrol. Found a wrecked vehicle in front of Clay Charter. Turns out it has been here for a week. The
neighborhood was unusually quiet tonight.	

2030/0030	

4.0	

42.00	

168,00	

11/25/2023	Checked amenity center, neighborhood patrol, citizen contact on Pine Ridge, citizen contact at the amenity center, checked the amenity center, neighborhood patrol and'checked Clay Charter because the gate was open, amenity center checked,	

2045/0045	

4.0	

42.00	

168.00	

						
DEPUTY
SIGNATURE:	C,  -r.-=..--<--
Total		
8.0		
336.00	
Make all checks payable to Michael Layne

Thank you for your business!	
	
	,EGE	C:		

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

Invoice	Date

Terms	Net20	
Due Date	12/21/2023	
PO#		

Invoice#

12/1/2023
131295618855

Bill To	Ship To	
GMS, LLC - Pine Ridge Plantation 475 W, Town 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-FLAT	Water Management Flat Billing Rate Monthly rental fee for storage shed Fuel/Environmental Transit Fee

vro,c'rem,ra;	1	ea	1,446.69	
WM-SHED RENTAL			ea	10.00	
Fuel Surcharge			ea	49.05	
\. ,' O, '5'1'2.0D. 4(..<;.c...'b				
\\(1 12				

Subtotal Shipping Cost (FEDEX GROUND)
Total
Amount Due

1,505.74
0.00
1,505.74
$1,505.74

Remittance Slip

Customer 13GMS100
lnvaloft #
1 1iafia1aafio

llllll

IIIIll	I111111111111111
131295618855

Amount Due	$1,505.74
Amount Paid		
Make Checks Payable To
Poolsure
PO Box 55372
Houston, TX 77255-5372

Total	$9,722.49

Description	Hours/Qty	Rate	Amount

Pool Chemicals - Trlchlor
Pool Chemicals • Liquid Bleach

i yc,c,\ Che1Y'\C'l..\s
\  .'6'66. 57 2D0. 4lD'SCO
 :	•	·12' zJ		87.45
12.36	87.45
12,36	

Pine Ridge Plantation 475 West Town Place Suite 114
St. Augustine, FL 32092

P.O. Number:

Description	Hours/Qty	Rate	Amount

Christmas Event

		879.16	879.16	

cverr,r

12/9/23

Gl#330-572-601

(Gifts/supplies, etc.)

Site Staff
Mileage

visa gift cards for holiday decor contest
backdrops for photos

1489.56
156.42

Cookies, christmas cakes, brownies
plates and napkins

1217.72
115.46

I Totals	10.00

!Totals	!645,98

Santa Kevin Mason
1Jax carriage Co

1630.00
$1,400.00

Totals	!233.18	Totals	$2,030.00  \  ,;/
',-\\°:.'\,-_,
\,,,.. ',7;,;
(....-V'

	PLEA>E FILL O\JT B"'LOW If PAYING BY CHE.nil CARP 
1  VISA_	ml]
'1-
I	

MAKE GHFfiK P4YARI EIO·

ACCOUNT NUMBfB	DATE	BA! ANCE

□	1•1·  ,.-,,_r,:1.,,1,1.., ••	719342	12/1/2023	$850.00

Pine Ridge Plantation CDD - Governmental Management Services
475 West Town Pl
SUITE 114
St Augustine, FL 32092

00000000075406001000000014268000000008500060

The Lake Doctors
Post Office Box 20122
Tarnpa, FL 33622-0122

Please Return this invoice with your payment

Invoice Due Date 12/11/2023	Invoice	142680B	PO#	

Invoice Date	Description	Quantity	Amount	
Tax	
Total		
4200 Pine Ridge Pkwy Middleburg, FL 32068
12/1/2023	Water Management - Monthly	$850.00

Lu e -rr.o..,'<\\-e_'{\C\_,'(\(£_
Please remit payment for this month's invoice.	I, '2().5'b2iCX>.L\(J--lOD
12-/112-3

Please provide remittance information when submitting payments, otherwise payments will be applied to the oldest outstanding invoices.	

$0.00

Credits Adjustment	

$850.00

$0,00

$0.00

AMOUNT DUE	
Total Account Balance including this invoice:	$850.00	This Invoice Total:	$850.00

Customer#:
Portal Registriltlon #:

Click the "Pay Now" link to submit payment by ACH
719342
26CE8D2B

Corporate Address
4651 Salisbury Rd, Suite 155
Jacksonville, FL 32256

cu1tom11r Portal Link:	www.lakedoctors.com/contact-us/
Set Up Customer Portal to pay invoices online, set up recurring payments, view payment history, and edit contact information

Treeco
ro Box 3247
Saint Augustine, FL 32085 US
!nfo@lreecofl.com

TREECO

lf:ADFRS  II	TH[  llsiDUSTREE

Maria
Pine Ridge Plantation

\_1/-,I

9998
12/15/2023
Net 15 12/30/2023

12115/2023	Sales	Remove one dead Turkey oak in the backyard behind the fence. Cut the stump low to the ground.

400.00	400.00

$400.00

G  s.ie. G\, :"	IY\o..,n\ei\C..,'f'C.e.
I . ?:12.D. 5 2,06. 4 0C<.::,
	 12/13}23

EC

BY.·	_