WILFORD PRESERVE
Community Development District
OCTOBER 21, 2021

Wilford Preserve
Community Development District
475 West Town Place, Suite 114, St. Augustine, Florida 32092 Phone: 904-940-5850 - Fax: 904-940-5899

October 14, 2021

Board of Supervisors Wilford Preserve
Community Development District Dear Board Members:
The Wilford Preserve Community Development District Meeting is scheduled for Thursday, October 21, 2021 at 1:30 p.m. at the Plantation Oaks Amenity Center, 845 Oakleaf Plantation Parkway, Orange Park, Florida. Following is the advance agenda for the meeting:

Roll Call
Public Comment
Approval of the Minutes of the August 19, 2021 Meeting
Consideration of Proposals for Amenity Management Services
First Coast CMS
Vesta Property Services
Governmental Management Services
Consideration of Request from 2784 Copperwood Avenue to Install a Fence Within a Pond Maintenance Easement
Staff Reports
District Counsel
District Engineer – Ratification of Requisition Nos. 103-106
District Manager
Financial Reports
Balance Sheet and Income Statement
Assessment Receipts Schedule
Check Register
Supervisors’ Requests and Audience Comments
Next Scheduled Meeting – November 18, 2021 at 1:30 p.m. at the Plantation Oaks Amenity Center
Adjournment

Enclosed for review and approval under the third order of business is a copy of the minutes of the August 19, 2021 meeting.

The fourth order of business is consideration of proposals for amenity management services. Enclosed for your review and approval are copies of proposals from First Coast CMS, Vesta Property Services and Governmental Management Services.

The fifth order of business is consideration of request to install a fence within a pond maintenance easement. A copy of the documentation provided for 2784 Copperwood Avenue is enclosed for your review.

Copies of the financial reports are enclosed under the seventh order of business for your review. The balance of the agenda is routine in nature and staff will present their reports.
We look forward to seeing you at the meeting. In the meantime, if you have any questions, please do not hesitate to call us at (904) 940-5850.

Sincerely,

Marilee Giles

Marilee Giles District Manager
Wilford Preserve Community Development District

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AGENDA

Wilford Preserve Community Development District
Agenda

Thursday	Plantation Oaks Amenity Center
October 21, 2021	845 Oakleaf Plantation Parkway
1:30 p.m.	Orange Park, Florida 32065
Call In # 1-888-394-8197 Code 343382
www.WilfordPreserveCDD.com

Roll Call

Public Comment

Approval of the Minutes of the August 19, 2021 Meeting

Consideration of Proposals for Amenity Management Services
First Coast CMS

Vesta Property Services

Governmental Management Services

Consideration of Request from 2784 Copperwood Avenue to Install a Fence Within a Pond Maintenance Easement

Staff Reports
District Counsel

District Engineer – Ratification of Requisition Nos. 103-106

District Manager

Financial Reports
Balance Sheet and Income Statement

Assessment Receipts Schedule

Check Register

Supervisors’ Requests and Audience Comments

Next Scheduled Meeting – November 18, 2021 at 1:30 p.m. at the Plantation Oaks Amenity Center

Adjournment

MINUTES

MINUTES OF MEETING
WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT

The meeting of the Board of Supervisors of the Wilford Preserve Community Development District was held on Thursday, August 19, 2021 at 1:30 p.m. at the Plantation Oaks Amenity Center, 845 Oakleaf Plantation Parkway, Orange Park, Florida 32065.

Present and constituting a quorum were:

Jordan Beall	Supervisor
Linda Richardson	Supervisor
Louis Cowling	Vice Chairman Also present were:
Daniel Laughlin	District Manager
Wes Haber	District Counsel by telephone
Glynn Taylor	District Engineer
Marilee Giles	GMS, LLC

The following is a summary of the discussions and actions taken at the August 19, 2021 meeting. An audio copy of the proceedings can be obtained by contacting the District Manager.

FIRST ORDER OF BUSINESS	Call to Order
Mr. Laughlin called the meeting to order at 2:22 p.m. and called the roll.

SECOND ORDER OF BUSINESS	Public Comment
There were no members of the public in attendance.

THIRD ORDER OF BUSINESS	Approval of Minutes of the June 17, 2021
Meeting
There were no comments on the minutes.

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the minutes of the June 17, 2021 meeting were approved as presented.

The following item was taken out of order.

FIFTH ORDER OF BUSINESS	Public Hearing for the Purpose of Adopting
Amenity Rules and Rates; Consideration of Resolution 2021-06

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the public hearing was opened.

There were no members of the public present.
Mr. Haber stated these are the same policies that were provided at the last meeting. At the last meeting we presented you with two resolutions not knowing the timing of when you needed to have things in place. We had one resolution adopting the policies and rates on a temporary basis just so we could have them in place. Today’s public hearing is for adopting the final version of the rates and the suspension and termination policy included in the policies for the amenity facilities. The other policies for the amenity facilities that you have today are not required to be adopted at a public hearing and can be amended from time to time without holding another public hearing.

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the public hearing was closed.

On MOTION by Ms. Richardson seconded by Mr. Cowling with all in favor Resolution 2021-06 adopting rules and rates was approved.

SIXTH ORDER OF BUSINESS	Public Hearing for the Purpose of Adopting
the Fiscal Year 2022 Budget

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the public hearing was opened.

There were no members of the public present.
Mr. Laughlin noted there have been no changes made since the budget was approved. A portion of the budget will be funded by the developer, Dream Finders Homes.

On MOTION by Ms. Richardson seconded by Mr. Cowling with all in favor the public hearing was closed.

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Consideration of Resolution 2021-07, Relating to Annual Appropriations and Adopting the Fiscal Year 2022 Budget

On MOTION by Mr. Cowling seconded by Mr. Beall with all in favor Resolution 2021-07, relating to annual appropriations and adopting the Fiscal Year 2022 budget was approved.

Consideration of Resolution 2021-08, Imposing Special Assessments and Certifying an Assessment Roll for Fiscal Year 2022
Mr. Laughlin noted this resolution allows staff to finalize an assessment roll for submittal to the County.

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor Resolution 2021-08, imposing special assessments and certifying an assessment roll was approved.

FOURTH ORDER OF BUSINESS	Consideration of Proposals for Facility
Management Services
The Board discussed a scope of services to provide to potential proposers for their use in drafting a proposal for consideration at a future meeting. Mr. Cowling stated his thoughts were an amenity manager / operations manager is needed at 20 hours per week to oversee maintenance contracts, amenity contracts and disseminate access cards to residents. Currently, there is no programming involved. Janitorial and pool maintenance services will also be needed two times per week in the winter months and three times per week during the peak season. Mr. Cowling also mentioned general facility maintenance, which Mr. Laughlin thought may be able to be combined with the amenity and operations management services.
Mr. Haber suggested approving a scope of services in substantial form with Mr.
Cowling authorized to work with staff to finalize and disseminate.

On MOTION by Ms. Richardson seconded by Mr. Beall with all in favor a scope of services for onsite management services was approved in substantial form with Mr. Cowling authorized to work with staff to finalize.

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SIXTH ORDER OF BUSINESS	Public Hearing for the Purpose of Adopting
the Fiscal Year 2022 Budget (Continued)
Consideration of Budget Funding Agreement with Dream Finders Homes
Mr. Haber stated because the assessment levels are less than what is needed to fully fund the budget, an agreement is entered into with Dream Finders to provide the remaining funds needed. The form of agreement is consistent with what has been used in prior years.

On MOTION by Mr. Cowling seconded by Mr. Beall with all in favor the budget funding agreement with Dream Finders Homes was approved.

SEVENTH ORDER OF BUSINESS	Consideration	of	Resolution	2021-09,
Designating Officers
Mr. Laughlin asked the Board to add Marilee Giles as Secretary as she will be taking over District Manager duties for the District in the near future. The current slate of officers will remain the same with the exception of the addition of Ms. Giles.

On MOTION by Mr. Cowling seconded by Mr. Beall with all in favor Resolution 2021-09 designating officers as noted above was approved.

EIGHTH ORDER OF BUSINESS	Consideration of Designating a Regular
Meeting Schedule for Fiscal Year 2022
Mr. Laughlin noted the proposed meeting schedule is consistent with prior years.

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the meeting schedule for Fiscal Year 2022 was approved as presented.

NINTH ORDER OF BUSINESS	Consideration	of	Requests	to	Install
Fencing within District Easements
Mr. Laughlin presented requests from two homeowners to install fencing. He noted the engineer has reviewed the requests and has no concerns.

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the request to install fencing at 804 Sycamore Way was approved.

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On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the request to install fencing at 2812 Copperhead Avenue was approved.

TENTH ORDER OF BUSINESS	Staff Reports
District Counsel
There being nothing to report, the next item followed.

District Engineer
Ratification of Requisition Nos. 93-97
Mr. Taylor provided an overview of the requisitions, copies of which were included in the agenda package.

On MOTION by Mr. Cowling seconded by Mr. Beall with all in favor requisition numbers 93-97 were ratified.

Consideration of Requisition Nos. 98-102
Mr. Taylor provided an overview of the requisitions, copies of which were included in the agenda package.

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor requisition numbers 98-102 were approved.

District Manager
Mr. Laughlin informed the Board the Chairman has been working with the landscape maintenance contractor to add Cheswick Avenue to the list of areas being maintained for an additional $13,000 per year and asked for ratification of an addendum to the contract.

On MOTION by Ms. Richardson seconded by Mr. Cowling with all in favor the addendum to the landscape maintenance agreement with Yellowstone was ratified.

ELEVENTH ORDER OF BUSINESS	Financial Reports
Balance Sheet and Income Statement

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Assessment Receipts Schedule
Check Register
Copies of the financial reports were included in the agenda package. The check register totals $12,765.36.

On MOTION by Mr. Cowling seconded by Ms. Richardson with all in favor the check register was approved.

TWELFTH ORDER OF BUSINESS	Supervisors’	Requests	and	Audience
Comments
There being none, the next item followed.

THIRTEENTH ORDER OF BUSINESS	Next Scheduled Meeting – September 16,
2021 at 1:30 p.m. at the Plantation Oaks Amenity Center

FOURTEENTH ORDER OF BUSINESS	Adjournment

On MOTION by Ms. Richardson seconded by Mr. Cowling with all in favor the meeting was adjourned.

Secretary/Assistant Secretary	Chairman/Vice Chairman

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FOURTH ORDER OF BUSINESS

A.

WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT

REQUEST FOR PROPOSALS FOR
SITE AND AMENITY MANAGEMENT SERVICES

September 8, 2021

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TABLE OF CONTENTS

General Information for Proposers

General Description of District Facilities to be Managed; Desired Organizational Chart

Scope of Services Needed

-Amenity Manager
-Janitorial Maintenance
-Pool Maintenance
-General Facility Maintenance

Proposal Forms

General Proposer Information
Experience
Pricing

Site Plan

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GENERAL INFORMATION FOR PROPOSERS

WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS FOR SITE AND AMENITY MANAGEMENT SERVICES

The Wilford Preserve Community Development District (the “District”) is seeking proposals from qualified firms interested in providing site and amenity management services for the District’s facilities. These services are considered contractual services under Florida law and are not required to be competitively bid. In order to submit a proposal, each Proposer must be authorized to do business in Florida, hold all required state and federal licenses in good standing, and otherwise meet any applicable requirements set forth by the District.

All proposals should include the following information, among other things described herein:

Completed proposal forms as set forth herein.

At least three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address, and phone number of a contact person(s).

Complete pricing showing the total cost of providing the services, broken down as set forth on the following price proposal form. For any subcontractor being proposed, the total amount proposed to be paid by the District for these services shall be segregated between the actual funds being paid to the subcontractor and the mark up being charged by Proposer. Three years of pricing SHALL be included by the Proposer.

Firms desiring to provide a proposal should submit a copy of the proposal via e-mail no later than October 6, 2021 at 5:00 p.m. (EST) to Wesley Haber at Hopping Green & Sams, e-mail whaber@hgslaw.com.

Price will be one factor used in determining the proposal that is in the best interest of the District, but the District explicitly reserves the right to make such award to other than the lowest price proposal or to make no award at all. The District has the right to reject any and all proposals and waive any technical errors, informalities, or irregularities if it determines in its discretion it is in the best interest of the District to do so.

Nothing herein shall be construed as or constitute a waiver of District’s limitations on liability contained in Section 768.28, Florida Statutes, or other statute or law.

Any and all questions relative to this project shall be directed in writing by e-mail only to Wesley Haber at whaber@hgslaw.com, with an e-mail copy to Celeste Fogle at celestef@hgslaw.com.

Wilford Preserve Community Development District
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GENERAL DESCRIPTION OF DISTRICT FACILITIES TO BE MANAGED

The Wilford Preserve Community Development District consists of approximately 256 acres of land located entirely within Clay County, Florida. The District owns, operates, and maintains various common areas, including ponds, landscape tracts, conservation areas, and an amenity center.

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DRAFT ORGANIZATIONAL CHART

Board of
Supervisors

District Manager

Amenity and
Operations Manager

Janitorial Staff

Pool Maintenance Staff

Additional Required Staff

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SCOPE OF MANAGEMENT SERVICES NEEDED

Amenity Manager / Operations Manager (20 Hours a week)

This position shall preform the following duties.
Provide Oversite and Management of all Amenity related contracts and site maintenance contracts which include landscape maintenance and pond maintenance.
Dedicated amenity hours to hand out access cards to residents.
Inspect amenity facilities and CDD owned and maintained common areas and ponds.
Report any major repairs or concerns to District Manager.

Janitorial Maintenance

Janitorial staff to provide services twice a week from October 1 Thru March 31 and three times a week from April 1 thru September 30th
Duties include general cleanliness of Amenity buildings and grounds.
Rest Rooms – Clean and sanitize all hard surfaces, toilets, and mirrors. Empty trash receptacles and stock paper products and soap dispensers.
Social Room – Clean and sanitize all hard surfaces, sinks and countertops. Empty trash receptacles.
Covered Patio and Pool Deck – Empty trash receptacles, straighten pool furniture and blow deck if needed.
Dog Park – empty trash receptacles and stock supplies.
All supplies needed for the facility will be billed separately from contract.

Pool Maintenance

Contractor to provide pool maintenance services twice a week from October 1 Thru March 31 and three times a week from April 1 thru September 30.
Vacuum and skim Pool
Check and maintain water chemistry to standards
Backwash filters as needed
Clean pool tiles as needed
The district may elect to enter into an agreement for pool chemicals with outside vendor. Any additional chemicals required for cleaning or algae treatment will be billed separately.

General Facility Maintenance

Facility will need maintenance and repairs from time to time. Proposer to provide an hourly cost for general maintenance to preform minor repairs.

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PROPOSAL FORMS

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4.A.
GENERAL PROPOSER INFORMATION

Proposer General Information:

Proposer Name     First Coast CMS, LLC	

Street Address 352 Perdido St

P. O. Box (if any)	 	

City     St Johns	State   FL	Zip Code 	32259	

Telephone 904-537-9034	Fax no.  	

1st Contact Name	Tony Shiver 	Title   President	

2nd Contact Name	 	Title  	

Parent Company Name (if any)  	

Street Address  	

P. O. Box (if any)	 	

City 	State 	Zip Code  	

Telephone 	Fax no.  	

1st Contact Name	 	Title  	

2nd Contact Name	 	Title  	

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Company Standing:

Proposer’s Corporate Form: 	LLC	 (e.g., individual, corporation, partnership, limited liability company, etc.)

In what State was the Proposer organized?    Florida 	Date    10/2008 	

Is the Proposer in good standing with that State? Yes _X 	No  	

If no, please explain	 	

Is the Proposer registered with the State of Florida, Division of Corporations and authorized to do business in Florida? Yes _X 	No  	

If no, please explain	 	

What are the Proposer’s current insurance limits?

General Liability	$ 	1,000,000 		
Automobile Liability	$    1,000,000 		
Workers Compensation	$ 	1,000,000 		
Expiration Date	 	05/2022 		

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

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4.B.    EXPERIENCE

Has the Proposer performed work for a community development district or master planned
residential community in excess of 200 acres previously?	Yes _X 	No 	If yes, please
provide the following information for each project (attach additional sheets if necessary):

Project Name/Location: 		Amelia Concourse	             Contact:Daniel Laughlin	Contact Phone:   904-940-5850 x 401			 Project Type/Description:  				  Dollar Amount of Contract:  			
Scope of Services for Project:  	

Dates Serviced: 	01/2009 - Current	

List the Proposer’s total annual dollar value of amenity center management and grounds maintenance management completed for each of the last five (5) years starting with the latest year and ending with the most current year:

2017 =  845K	
2018 =  900K	
2019 =   1.2 million	
2020 =  1.45 million	
2021 =  1.7 million	

Please provide the following information for each project that is similar to this project, and that you are currently undertaking, or have undertaken, in the past five years. Attach additional sheets if necessary.

Project Name/Location: 	Alta Lakes CDD		 Contact:Lesley Gallagher 		Contact Phone: 	904-436-4637		 Project Type/Description: 	Amenity Management/Site and Operations Management
Dollar Amount of Contract:    $47,352 annually	

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Your Company’s Scope of Services for Project: 	Pool Maintenance, Janitorial Services, Facility Maintenance, Event Planning, Attendant Staffing, Site Management	

List of subcontractors used:    NONE, all site personnel are employees	

Is this a current contract? Yes _X 	No  	

Duration of contract:	12 months 3rd term of current contract.

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Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or supervisor, etc.), been terminated from any amenity center management and/or grounds

maintenance management contract within the past 3 years?	Yes  	

No     X 	

For each

such incident, please provide the following information (attach additional sheets as needed):

Project Name/Location: 		 Contact: 	Contact Phone:  	 Project Type/Description:  		 Dollar Amount of Contract:  		
Scope of Services for Project:  	

Dates Serviced:  	
Reason for Termination:  	

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Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years?  Yes 	No X 	

If yes, please describe each violation, fine, and resolution	N/A 	

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten (10) working days as a result of the injury in the past five years? Yes 	No _X 	

If yes, please describe each incident 	N/A	

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from bidding or contracting on any state, local, or federal contracts?	Yes  	
No _X 	If yes, please provide:

The names of the entities 	N/A	

The state(s) where barred or suspended  	

The period(s) of debarment or suspension  	

Also, please explain the basis for any bar or suspension:

 	N/A	

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List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.

 	N/A	

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.

 	N/A	

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4.C. PRICING

Proposed Fee for Management and Staffing
(for hourly rates, indicate if the price is proposed to change in years 2 or 3) This must include all proposed costs of:
Amenity/Operations Manager
Year 1	$ 	$2236 per month 	
-	Year 2	$ 	$2303 	
-	Year 3	$ 	$2349 	

Janitorial Maintenance
Year 1	$ 	$6810    per year 	
-	Year 2	$ 	$7014 	
-	Year 3	$ 	$7154 	

Pool Maintenance
Year 1	$ 	$7,980    per year 	
-	Year 2	$ 	$8,219 	
-	Year 3	$ 	$8,383 	

Please provide an hourly rate for General Facility Maintenance - $ 	22 per hour 	

NOTE:	IF THE PROPOSER DESIRES TO PROPOSE AN ALTERNATE APPROACH TO OPERATING AND MAINTAINING THE DISTRICT’S FACILITIES, THE PROPOSER IS STRONGLY ENCOURAGED TO SUBMIT BOTH A PROPOSAL RESPONSIVE TO THE STRUCTURE OUTLINED HEREIN AND A SEPARATE, ALTERNATIVE PROPOSAL.

Additional Notes:

Prices as above will be invoiced monthly:

April – Sept:	Pool: $780 Monthly
 	Janitorial: $681 Monthly
 	Management: $2236 Monthly

Oct – Sept:	Pool: $550 Monthly
 	Janitorial: $454 Monthly
 	Management: $2236 Monthly

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Alternative Options.

First Coast CMS would also like to submit the following option for consideration.

Instead of 20 hours per week of onsite Amenity Management. First Coast CMS would like to offer an alternative to allow for weekend attendants from April – September. The staff schedule would be 8 hours each day Friday, Saturday and Sunday (24 hours total).

Staffing would reduce to 6 hours each day on Saturday and Sunday (October – March)

April	– Sept:	Staffing:
Site Management Fee:	$2064 per month
$650 per month	
	Total	$ $2714	
Oct – March	Staffing:
Site Management Fee Total:	$1032 per month
$650 per month
$1682 per month	
	
Annual Total	
$26,376	

This option still ensures that we have a dedicated Operations Manager inspecting the community, engaging with resident request and spending time during the week. It ensures that we staff the facility on the weekends, to show a presence when residents are most likely to use the facility.

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SITE PLAN

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B.

AMENITY FACILITY OPERATION AND
MAINTENANCE PROPOSAL FOR:

Wilford Preserve Community Development District

Provided by Leslie Pragasam, CAM, CMCA Business Development Manager
September 30, 2021

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TABLE OF CONTENTS

Introduction .......................................	3
Services ............................................	5
Proposal ………….............................	7
Added Value	11
References	12
Current Clients	14
Leadership	15
Vesta’s Value	17
Sample Report	22

INTRODUCTION
Since its founding by Roy Deary in 1994, Jacksonville-based Amenity Companies has been the trailblazer and leader in providing contracted amenity and recreation facility operations for planned-communities in Florida, touching the lives of hundreds of thousands of people for more than 20 years.

We have continuously and successfully handled large, amenity facility- management/staffing contracts throughout the state. Communities have also contracted with us to benefit from our consulting expertise on behalf of new facility construction and extensive renovation projects.

In 2011, Amenity Companies joined Vesta Property Services, Inc. – Florida’s pioneer in combining amenity financing and management, lifestyle programming, and community association management services under one corporate umbrella.

Headquartered in Jacksonville, Vesta has offices throughout the state, employing more than 1,300 professionals, strategically positioned in all our communities, providing a wide spectrum of services to more than 250,000 residents and unit owners.

What Distinguishes Vesta from our competition?
Comprehensive Expertise & Engagement:

We provide a wide breadth of services (recreation facility management, maintenance, and lifestyle programming) at CDDs and HOAs throughout Florida, engaging tens of thousands of families every day with friendly, reliable, and passionate service professionals.

Exceptional, Long-Term Relationships:

Our Amenities Division is marked by long-term relationships built upon close, personal ties between our customers, management team, and vendors. (We still serve our very first customer – Kings Point Delray – after 24 years!) This length and depth of
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our relationships correspond with our high customer retention-rate, all of which reflects the loyalty and satisfaction that we’ve sustained with our customers and associates every day for the past two decades.

What are the advantages of combining maintenance services through Vesta?

Vesta has a lengthy history of providing excellent facility maintenance services on behalf of dozens of communities throughout Florida (see list of references). We do so with our own tight-knit team of quality employees, not independent sub- contractors. By combining services Vesta is able to gain efficiencies that result in an improved level of service and typically at a lesser rate than our competitors.
Due to our two decades of experience operating in this manner, our communities consistently enjoy:

Cleaner, better maintained amenity buildings, clubhouses, and related facilities.

Improved response times via a team of maintenance technicians. Less “down-time,” waiting for other contractors to show up.

No finger-pointing between management and outside vendors.

Greater control of maintenance personnel’s schedules, work- habits, appearance, and results.

Greater efficiency and flexibility in the deployment of personnel, due to being able to more nimbly respond to the most pressing needs and opportunities that arise
each day.

Staff owns the operation acting as the eyes and ears of the board and association management.

Communications Management

Vesta understands the crucial importance of effective communication on behalf of the community’s residents in order to deliver a vibrant and engaging lifestyle experience. To achieve this, our strong preference is to
utilize Vesta Vantage - our proprietary, multi-channel, digital communications platform that integrates almost everything that is communications-related involving the residents,
community leadership, and management.

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SERVICES
Whether your community has 200 or 20,000 residents, we build dynamic lifestyle and amenity programs that range from pool services to theatrical productions and on-site restaurant management. Our holistic approach ensures every element of lifestyle creation is provided with no burden or stress to the community. We work directly with HOAs and CDDs to become their one point of contact, providing seamless and exceptional services. Our teams work on-site at our client-communities and are overseen and supported by our regional operations managers. Regardless of the size of your community, we are available to keep your operations running smoothly.

Clubhouse Maintenance
Experience the peace of mind that comes from knowing your facility is being truly cared for by Vesta. Our daily dedication to maintaining and enhancing the look, feel, and value of your amenities is unsurpassed.

Spa
Helping our residents feel good and look good with comprehensive spa and wellness services is one of our specialties. We offer spa services ranging from therapeutic massage to manicures, pedicures, rejuvenating facials, and skin treatments. Our expertise in retail and operations management of on-site spa facilities can help increase revenue within your community.

Fitness
We are proud to offer a wide variety of health, fitness, and wellness services to our members and guests, including state-of-the-art fitness equipment, personal training, dozens of group fitness classes, and consulting services. Additionally, our wellness team coordinates with certified trainers and instructors, ensuring all classes and programs offered through your gym or community center are safe and effective.

Food and Beverage
From coffee bars to full-service restaurants, our industry-trained professionals ensure dining operations in your community run smoothly. Creating places where residents can gather to meet friends and build lasting memories is a highlight of our job.

Special Events and Theater Operations
Celebrations, competitions, games, and parties enhance residents’ lives and make fond memories. Whether presenting theater shows, community plays, musical acts or movies, or hosting luxurious weddings or even swim meets, every community benefits from our events management experience.

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“Vesta takes great pride in their work and their expertise in the amenity management space is top- notch. I would recommend their services to anyone seeking an all-inclusive solution for their amenity needs.”

-	Peter Pollicino
-	Board Chairman, Durbin Crossing CDD

Aquatics
Vesta has been Florida’s leading aquatics specialist for planned communities and clubs since 1995. Our turnkey water park operations provide a variety of swimming programs, staffing, and maintenance services that keep the pool buzzing with activity. By providing quality maintenance and staffing for community pools, we handle the daily details, so residents can swim, relax, and enjoy the water. Prices are kept low through our vendor relationships, and we work with the American Red Cross and Starfish Aquatics to meet your seasonal or year-round aquatic needs.

Support Services
Recruiting, testing, and training are all a part of the hiring life cycle of employment. Finding, acquiring, and retaining talented employees is a complex process. Vesta makes the process easy. Using our in-depth knowledge of state policy and employment law, combined with our professional Human Resources department, we ensure all requirements are met while we seek the right person for each job.

Technology

Vesta integrates the latest technology into our management and residents’ services to provide unparalleled access and 24-hour support for our communities. All accounts are managed by skilled local staff, using the latest management software to create custom reports to sort, summarize, arrange, and produce a variety of property data.

Access Control

Improve your resident’s safety with a gated access system. We offer a wide variety of access system services including installing custom security gates, setting up a keypad, keyless entry, or video surveillance system, assisting your community in monitoring their building access, and repairing and maintaining your security access system.

Proposal
Vesta Property Services (“Vesta”) is pleased to present Wilford Preserve CDD this proposal for pool, janitorial, facility maintenance and field operations services.
It is our belief that our successful track record with area communities, such as Bartram Springs, Durbin Crossing, Heritage Landing, Shearwater, RiverTown, John’s Creek, Julington Creek Plantation, and Aberdeen, demonstrates our understanding of your requirements. We are confident that our proposed services will effectively address your needs. Vesta employs many Certified Pool Operators and state certified technicians. This proposal is divided into three sections: Scope of Services, Notes, and Pricing.
AMENITY FACILITIES OPERATION AND MAINTENANCE SCOPE OF SERVICE

Responsibilities
The Contract Maintenance Personnel are responsible for the overall appearance of the District Amenity Center. Staff shall have a thorough knowledge of the community served and shall at all times endeavor to provide a timely, personal response to problems or requests for services.
Amenity Manager/Operation Manager
This position shall perform the following duties 20 hours per week.
Vesta shall provide the following services including the management and oversight of other onsite contractors or maintenance staff engaged by the District.
Provide day-to-day oversight of all district common grounds and assets.
Advise the District of any necessary repairs, extraordinary cleaning, or replacement of assets.
Create a detailed scope of work for projects requiring additional contractors. Work with and present to the board of supervisors when appropriate. Secure cost estimates and initiate work.
Administer contract execution/compliance by all District maintenance contractors such as the landscape service provider, lake maintenance provider, etc.
Implement all policies and procedures established by the District as they relate to the day-to-day maintenance and upkeep of the District. The individual shall have a thorough knowledge of the community and provide a timely, personal response regarding problems or request for service and handle them as expeditiously as possible.
Remain aware of potential safety or security hazards within district property, communicate with the appropriate district personnel regarding possible corrective action to resolve a safety or security matter, and implement such action, when necessary, for the safety and security of the district.
Maintain full knowledge/awareness of all aspects of residential community maintenance to include landscaping, lake and wetland maintenance, carpentry, electrical, plumbing, painting, and management and/or monitoring of recreational facilities.
Assist in negotiating, purchasing and bidding of contracted services.
Assess property damage, neglect and/or depreciation and estimate costs associated
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with repair and/or replacement.
Maintain an operations and maintenance manual complete with current drawings.
Assist District management in monitoring annual maintenance budget.
Provide financial oversight and make recommendations accordingly.
Train/supervise site staff and maintenance team, if applicable; be responsible for all work performed by staff.
Oversee common area landscape maintenance provider’s performance through weekly meetings and weekly “drive-through” of District and generate “to-do” lists to assist in documenting and monitoring problem-resolution. Work with provider’s management team to ensure compliance with contractual requirements, as well as to make necessary corrections to performance deficiencies. Work with landscape architect as needed.
Oversee performance of pond maintenance provider and storm water management system service provider. Also, ensure that debris does not collect and/or is removed from outfall structures in order to prevent flooding problems.
Implement District-approved capital projects and makes recommendations for future needs. Vesta shall obtain a minimum three (3) bids (when possible) on any recommended capital improvements. Vesta understands that any recommended capital improvement is subject to approval by the Board.
Advise the District of any necessary repairs, extraordinary cleaning, or replacement items that may be required due to “normal wear-and-tear,” “acts of God,” or vandalism, and secure cost estimates for the same. (Such work that is outside the normal, day-to-day maintenance scope of work shall be billed separately, upon arrival of the District, either by Vesta or other outside service contractors.)
Maintain inventory control of maintenance items, including preparation of preventative maintenance programs.
Field Operations duties shall be performed as needed throughout the month to both ensure regular site inspections and provide oversight tied to work performed by outside service contractors.
Janitorial Maintenance
Janitorial staff will provide services twice a week from October 1 through March 31 and three times a week from April 1 through September 30. All supplies needed for the facility will be billed separately from contract.
Duties include general cleanliness of Amenity buildings and grounds.
Social Room – Clean and sanitize all hard surfaces, sinks and countertops. Empty trash receptacles.
Covered Patio and Pool Deck – Empty trash receptacles, straighten pool furniture and blow deck if needed.
Dog Park – Empty trash receptacles and stock supplies.
Dust and damp mop all tiled areas including baseboards.
Dust window ledges, blinds, air condition vents and returns.
Clean all windows.
Restrooms: Clean and disinfect floors, counters, mirrors, toilets, urinals and all surrounding areas. Paper and soap dispensers shall be cleaned and filled as needed. Note: cost of paper supplies and soap are to be supplied by the district.
The contractor shall furnish ALL necessary cleaning equipment and supplies for the provision of the janitorial services described herein. Should extraordinary cleaning services be required (as agreed to by the District or District management), such special services and/or equipment and supplies shall be billable to the district.
Janitorial duties shall be performed approximately three (3) days per week.

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Swimming Pool Maintenance
Contractor to provide pool maintenance services twice a week from October 1 through March 31 and three times a week from April 1 through September 30.
Check pool water quality and complete equivalent to DH Form 921 3/98 Swimming Pool Report, as required by Chapter 64E-9.004(13), FAC, per site visit.
Conduct necessary tests for proper pool chemicals as required in order to maintain water quality levels within requirements of Chapter 64E-9.004(d).
Operate filtration and recirculation systems, backwashing as needed. Clean all strainers. Maintain pool at proper water level and maintain filtration rates. Check valves for leaks, as well as other components, and maintain in proper condition.
Manually skim, brush and vacuum pools as necessary. Maintenance shall be performed three (3) days per week, or as needed. It is recommended that the pools be closed on Mondays for super chlorination and algae treatment as necessary.
Advise the CDD of any necessary repairs, cleaning, or replacement items required due to “normal wear & tear,” “acts of God,” or vandalism. Such repairs shall be billed separately, upon approval of the CDD.
Pool maintenance shall be performed approximately three (3) days per week.
The cost for all pool chemicals necessary to perform the above maintenance will be provided in a separate agreement. Additional service and/or chemicals required due to natural disasters or gale-force winds (or stronger) shall be billable.

General Facility Maintenance
Vesta shall maintain and repair (as able) the district’s amenity/recreation components.
Building: monitor and repair fitness equipment as able; monitor condition of all doors, adjoining fencing and gates and resolve any problems, either through repairs or adjustments or securing services of door/gate contractor; touch-up painting as needed; control cobwebs and prevent other debris from accumulating on exterior walls; and replace interior lights and AC filters as needed. Report any extraordinary repairs to District Manager as needed.
Pool Deck: Blow off entire deck area regularly; empty and replace waste receptacles around pool area; control algae growth around pool deck. Note: periodic pressure washing service is available on a time and material fee basis.
Playground Park Area (in the neighborhood): Check equipment, periodically clean equipment and remove debris on and around equipment as needed.
Parking Lot: Blow off debris; pick up trash and debris as needed.
Assess and advise the district of any necessary repairs, extraordinary cleaning, or replacement items that may be required due to “normal wear and tear,” “acts of God,” or vandalism, and secure cost estimates for same. Such work shall be billed separately, upon approval of the district. These services may be provided by Vesta or outside service contractors.
Maintenance shall be performed approximately three (3) days per week.
Note: Vesta shall attempt to provide as many necessary repairs under this scope as possible without the district incurring the costs of utilizing outside contractors for repair services. Vesta shall not be held liable for the performance or lack thereof, of other vendors or contractors.

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Notes:

Insurance - Vesta shall carry general liability coverage of at least $1,000,000 and name the district as an additional insured under this policy. Vesta’s program instructors and subcontractors (if any) shall also conform to the district’s insurance requirements. Finally, Vesta shall provide proof of required insurance requirements upon request by the district.
Liability – Vesta shall not be held liable for the performance or lack thereof, of other recreation complex vendors or contractors who are outside Vesta’s control.
Corporate staffing expenses – Vesta shall be responsible for all necessary insurance payments (including workman’s compensation, as required by Florida law), payroll taxes, and the provision of various benefits on behalf of its staff.
Uniforms – All staff shall wear company uniforms, provided by Vesta.

Capital Expenditures – Vesta shall obtain a minimum of three (3) competitive bids (if possible) on any recommended capital improvements in the future.
Mileage – Vesta shall be responsible for regular mileage within the community while on site. However, any mileage incurred offsite for the benefit of the community such as acquiring parts or supplies for repairs, etc. shall be billable to the community.
Fees

Total Annual Fees for all services: $62,229 or $5,185.75 per month.

Specialized maintenance will be performed using AMG (department of Vesta NE) at a discounted rate due to contract holder at the request of the Client.

Terms

Vesta shall invoice monthly for the above services.
Invoices shall be paid net thirty (30) days upon receipt.

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“I am writing with enthusiasm to recommend Vesta Property Services. I have been serving on the Board of the Bartram Springs CDD for approximately 10 years now and have had the pleasure of working with Vesta for every one of those years. I now serve as Chairman of the Board and I have no intention of ever going out for bid or making any changes with Vesta. They are extremely quick to react to any problems that arise, and their work has been nothing less than stellar.
Whether it is a Vesta employee on property, Amenity Manager, General Manager or the President, I have direct access to each of them and they always respond.
They truly care about the community and the residents and are always looking for ways to enhance the quality-of-life for them. We have recently, and still ongoing, undertaken several, major amenity construction projects and the staff of Vesta have been instrumental in assisting with and ensuring the success of these projects. I could not give a higher

recommendation.”

– Kevin Colcord
Board Chairman, Bartram Springs CDD

Added Value

Our local range of properties and resources currently include Duval, Clay, and St. Johns Counties.
Economies of scale and buying power

We employ over 30 Amenity and Operation technicians and managers, which is comprised of eight Field Operations managers, over 20 Certified Pool Operators, and soon a licensed Commercial Pool Contractor. This allows us the ability to perform in-house large repairs resulting in significant savings to the community. We leverage our influential position in the marketplace to gain preferred pricing and prompt response times that our customers enjoy.
Insourcing work

Vesta has developed a business that serves as a subsidiary of VESTA. Amenity Maintenance Group (AMG) was designed to allow us to fulfill services beyond just our contract. These services include, but are not limited to, all forms of pressure washing, playground repairs, playground mulch as well as all other mulch needs, court surface repairs, painting, pool and equipment repairs. AMG can provide high quality services well below market price creating savings for you.
Regional Support

Your Regional Support Manager, Steve Howell, is in his fifth year as Field Operations Manager at Durbin Crossing CDD, among others. Steve has extensive experience in pond, lake and waterway management, as well as, landscape maintenance/install, and REO management/rehab. Over the years, Steve has built a vast network of tried and true independent contractors in the tri-county area.

REFERENCES
Rivers Edge CDD (RiverTown) Contact: Mac McIntyre – Board Chair Phone: (850) 496-5510
Description: Planned community of 4,000 homes at build-out. Scope of Services: Amenity Management, Turnkey Operation of (2) Cafés, Lifestyle Programs
Dates Serviced: March 2015 to present.

Heritage Landing CDD
Contact: Robert Porter – VP of Land Phone: (904) 899-5915 (cell)
Description: Planned community of 1,250 single-family and multi-family homes.
Scope of Services: HOA, Amenities & Lifestyle Management; Field Operations Management, Maintenance Services.
Dates Serviced: 2006 to present.

Bartram Springs CDD
Contact: Kevin Colcord, Board Chairman Phone: (904) 451-6808
Description: Built-out community of 1,200+ single-family and multi-family homes.
Scope of Services: HOA & Amenity Management, Maintenance Services, and Lifestyle Programs.
Dates Serviced: 2005 to present.

Durbin Crossing CDD
Contact: Peter Pollicino – Board Chairman Phone: (973) 713-7384
Description: Community of 2,600 homes, near build-out. Scope of Services: Amenity Management, Field Operations Management, Maintenance Services, Programs, Lifeguard Services, and Facility Monitoring.
Dates Serviced: 2008 to present.

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Kings Point Delray Beach
Contact: Frank Iovine – Board Chair. Phone: 561-302-8803 (cell)
Description: Planned community of 7,200 homes and 13,000+ residents.
Scope of Services: Clubhouse Management, IT & Communications Services, Maintenance Services, Resident Programs, Theater Operation, Community Transportation Services, CCTV Monitoring, Gatehouse Staffing, Community wide
Special Events and Restaurant Operation. Dates Serviced: 1992 to present.

Kings Point Sun City Center
Contact: Liz Argott – past Board Member Phone: (813) 362-6549
Description: Planned community of 5,000+ single-family homes.
Scope of Services: Clubhouse Management, IT & Communications Services, Maintenance Services, Resident Programs, Theater Operation, Special Events and Restaurant Operation.
Dates Serviced: 2008 to present.

Venetian CDD
Contact: Rich Bracco – Board Chairman Phone: (631) 807-1956
Description: Planned community of 1,200+ homes.
Scope: Amenity Mgt., Maintenance Services, Programs, & Restaurant Mgt. – Turnkey Operations.
Dates Serviced: March 2021 to present

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List of Current Clients

Anthem Park CDD Avenir CDD Bartram Creek
Bartram Springs CDD

Brandy Creek CDD (Johns Creek)
Celestina HOA Cross Creek
Cypress Bluff CDD (eTown) Durbin Crossing CDD
Glen St. Johns Grand Haven CDD
Heritage Landing CDD Julington Creek Plantation CDD Kings Point Delray Beach HOA
Kings Point Sun City Center HOA

Lakeside Plantation CDD LakeShore Ranch CDD Plantation Estates Preserve at Wells Creek
Renaissance at West Villages HOA Rivers Edge CDD (RiverTown) Southaven CDD (Markland)
Trails CDD (Winchester Ridge) Triple Creek CDD
Trout Creek CDD (Shearwater) Two Creeks
Venetian CDD Westlake HOA
Westshore Yacht Club HOA

Yellow Bluff CDD (Tison’s Landing)

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“Vesta affords our team the ability to focus on the rest of the community’s development while they handle all aspects of our Amenity management, programming, and maintenance. They are an integral part of our development team and success.”

– Jason Sessions Board of Supervisors Chairman, Rivers Edge CDD

Local Leadership Team
Jay King, NE FL Regional Vice President

Jay has over 25 years of leadership experience with the U.S. Navy, The Home Depot, CSX Transportation, and Vesta. He is a current CDD Board member with over 6 years’ experience including heading up $1.4 million in recent capital project management, social media engagement, and annual resident surveying for the Bartram Springs CDD. As a long-time real estate investor, Jay remains active in the greater Jacksonville communities in which he owns property. To further his
investments in these communities, Jay serves on their HOA Boards. He is committed to a culture that puts Customer Service first and a Regional Team that works exclusively within the communities they serve, rather than from a remote regional office.

Dan Fagen, NE FL Director of Amenity Operations

Dan Fagen has many years of successful experience in the management of fitness operations at exclusive, local yacht-and-country clubs including Epping Forest Yacht Club, Deerwood Country Club, and San Jose Country Club. Mr. Fagen’s experience also includes large asset and equipment purchases, event programming, and the management of staff such as maintenance personnel, personal trainers and group training instructors.

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Sean Smith, NE FL Regional Aquatics Director for Safety

Sean Smith has been with Vesta for 12 years serving in our Aquatics Division. During this time, he has worked as an Aquatics Director in several communities including Fleming Island Plantation and Julington Creek Plantation, managing seasonal staff numbers of over 70 employees during peak times of the year. He also provides regional aquatics supervision and support including recruiting, hiring and staffing lifeguards for multiple communities
throughout the Northeast, Florida region. He holds a Lifeguard and Lifeguard Instructor certification with the American Red Cross and provides a pivotal role in the certifying and training of all Aquatics Employees across our company.

Steve Howell, NE FL Regional Director - Field Operations & Maintenance

With over 20 years in the outdoor services industry including sales and service of pond and lake management and landscape management, our Regional Field Operations & Maintenance Director Steve seeks to ensure that every resident enjoys a “resort-like” look and feel within the communities they live. He is committed to a team approach and takes every opportunity to promote learning every aspect of responsible and outstanding Field Operations within
our company. After receiving his Business degree from Georgia Southern University, he has successfully worked in various roles throughout the Southeast in resort management, contract service, owner/operator of
a residential rehabilitation company, and now oversight and support of various communities and Field Operations Managers within the Northeast Region of Vesta. He is also the on-site Field Operations Manager for Vesta at Durbin Crossing CDD.

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Vesta’s Value
Vesta’s Depth of Local Talent Value
Vesta is able to leverage our local workforce of over 350 associates - most within minutes of Wilford Preserve CDD - to allow for Paid Time Off for the staff, help with emergencies and sudden staff shortages, provide extra help for events and maintenance projects, etc., without having to resort to utilizing local temp- services or leaving positions unfilled for any length of time. (No other company can match this capability in Northeast Florida). Our local scale enables our employee’s advancement opportunities without having to relocate which leads to more experienced and satisfied staff.

Vesta’s Board Reporting Value We make it efficient for you to stay informed.

Monthly General Manager Reporting

Performance Metrics and Analysis
Recent Event Highlights
Upcoming Events and Planning
Updates on Amenity Operations
Recommendations

Monthly Field Operations Reporting

Project Work Highlights and Pictures
Cost Savings
Bids and Comparisons
Vendor Management

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Vesta’s Resident Focused Communication Value
We make it easy for you to connect with your residents. We monitor social media to stay ahead of issues and ensure residents have the most accurate info through varied forms of proactive communication.

Quick response to resident emails and voicemails
Monthly e-Newsletters
Weekly e-Blasts
Capital Project Updates
Pre-Annual Meeting Year in Review Board Accomplishments
Website
Social Media Updates and Responses
Community Publications
Surveying
Community and Marquee Signage

Vesta Vantage Pro: Fully integrated, multi-channel platform for maximum, proactive connection with your residents.

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Vesta’s Lifestyle Value
We strive and excel at bringing residents together. We will build on your strong traditions and add new events, programming and other lifestyle enhancements.

Our goal is to provide a small hometown, Norman Rockwell atmosphere
Staff/resident meet and greet events to ensure residents are connected and know their staff. Part of providing a quality lifestyle includes engaging with and listening to the residents.
Provide recommendations to add fitness elements to existing playgrounds and parks in order to enhance all aspects of the lifestyle provided to residents.
Facilitate new memories and magic – Aqua Egg Hunts, Pumpkin Plunge, Luau Parties, Craft Classes, NFL team trips, and more.
Enhanced seminars – Youth safety Classes, Home Improvement Expo, etc.

The Value of an Independent POA and Amenity Management
Vesta partners with all the major POA management firms across our communities to avoid a conflict of interest we do not do that scope of work. This enables a healthy dynamic whereby the POA management company is only beholden to the Board and its interests are not divided between the Board and any other service contracts that management company may also have with the POA. This enables the management company to always lookout for the best interests of the Board in supervising contracts. We find this arrangement best aligns with resident interests by improving quality of services and pricing.

Vesta’s Vendor Relationship Value
We provide the best options and pricing for services. We leverage our scale (20 amenity contracted communities in greater Jacksonville) and local relationships with vendors to receive the most responsive and economical services for our communities.

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“Vesta Property Services began working for Julington Creek Plantation (JCP) in October 2016. Currently, all employees working at the District are Vesta employees, including a full-time, on-site general manager and a full-time, on-site field operations manager.
I am very happy with their performance, as they eagerly stepped into a challenging situation and immediately demonstrated a professional attitude and willingness to work hard. They quickly took charge, made immediate changes, and suggested further improvements for long-term success.
During their time at JCP, I have been most impressed by their willingness to work with the CDD Board on a variety of issues. If we are concerned about something and disagree as a Board on how to fix it, Vesta volunteers to research the situation further and present us with viable options that usually solve the issue to everyone’s satisfaction. I believe three factors make Vesta stand out: experience, positive attitude/work ethic, and a creative, problem-solving approach. “

– Alison Golan Julington Creek Plantation Board of Supervisors, Seat 1

Vesta’s Capital Project Experience Value

We ensure you get the most project bang for your buck.

Reserve Study Development Support
Project Planning
Resident Feedback and Project
Prioritization Surveying

RFP Development
Onsite Vendor Support and Oversight
Resident Communication and Updates
Care and Maintenance Planning

Vesta’s Technology Value
We can adapt to your existing technology systems, software, and providers or recommend a new approach tailored to your needs based on our extensive experience in the industry. We provide webmaster services and are familiar with ADA compliance solutions.

Vesta’s Efficiency Value

We operate a lean and efficient organization to ensure your residents get the best value in services.

Vesta’s Analytical Value
We strive to optimize your Association’s operations and financials.

Comprehensive Analysis
Benchmarking
Cost Saving Projects
SMART Recommendations
Follow through and updates until completion

Vesta’s Scope of Service Value
We provide a full-service range of in-house services. The greater our scope the greater your savings.

Amenity Management Services
Field Operations Management Services
HOA Management Services
Food and Beverage Management Services
Lifeguard Services
Lifestyle Services
Maintenance Services
Pet Waste Disposal Services
Gated Access System Installation and Maintenance Services

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Field Operation Manager’s Report

Date of report: 5-23-2016	Submitted by: Steve Howell

STORAGE FACILITY UPDATE: / No Board action required
The storage building has been ordered and should arrive and be installed by third week in April. The mulch path will be installed prior to our meeting. We are coordinating camera install with facility delivery to make sure it is protected. We will also continue to research cost effective options and vendors to power the facility for FY 2017.

NORTH AMENITY CENTER POOL PLAY FEATURE: / No Board action required
The paint and servicing of the water play feature has been completed. We completely changed the color scheme to be more in line with the colors and motif of Durbin Crossing, and it turned out beautifully.

PAVERS AT NORTH AND SOUTH: / BOARD ACTION REQUIRED
As reported previously pavers continue to crack creating a safety hazard. This must be addressed before the start of the swim season. Proposals and recommendations are attached.
MULCH CHANGE AND INSTALLATION: / No Board action required
We have accomplished the goal of removing of ALL areas containing red mulch in Durbin Crossing. The mulch installation is now concluded with only gold mulch. Project complete.
QUAIL CREEK ACCESS EASEMENT: / No Board action required
With regard to the cell tower access discussed last month, we have since installed a cable fence through 4x4 posts along the back side of this common area. (Photo below) We then had DTE install (15) Fackahatchee plants that will eventually fill in and cover said barrier. We are hoping these steps will help secure this easement and cut down on the wear and tear of the turf. We are now looking at options for deterring the trespassers from entering
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left of the gate, through homeowner’s yard. We will continue to monitor this situation and keep the Board informed.

OTHER COMPLETED TASKS:
Hedges have been trimmed at the Thornloe utility boxes in an effort to stop unwanted loitering. There still seems to be a lot of activity on / around these boxes despite our efforts. At this time, we are looking into some type of signage that may aid in deterring these kids.
All JEA streetlights have been addressed up the chain of command with JEA, so they have all been inspected and repaired. We will be continuing our biweekly drive through inspections of all
lighting, to include landscape lighting.
We have placed Court numbers (1-6) at each of the six courts to aid in designation of organized versus leisure use. Court numbers 1-4 are at South and 5-6 are at North. We have also purchased score bars so that residents will no longer need to keep score of their matches with sidewalk chalk.
Lastly, we have gone through the community and located approximately (14) trees in the preserve, that could be a legitimate threat to surrounding structures. We have contacted our tree vendor and will have these trees dropped in their areas as soon as possible.
WHAT TO EXPECT IN APRIL:
Continued efforts in establishing a high-quality maintenance program, that will help minimize unnecessary project expenses and allow us to focus more heavily on the detail and overall aesthetic appeal, thus fulfilling the overall expectations of the existing, new, and future residents of Durbin Crossing.
Monitor closely the methods and practices of our vendors as the active, outdoor season begins.
Durbin South Slide restoration (i.e. deep clean, wax and frame painting).
Touch up painting throughout the community, with respect to the fencing, gates, and bike racks.
Successful transfer of storage items from current areas to new building, and the re- establishment of the indoor storage areas to their intended use.
LANDSCAPING:
We have been working closely with Down to Earth, DTE, and have the following updates:
During the month of February, all beds throughout the community were addressed with respect to establishing uniformity with shrubs, hedges, annuals, and perennials. All dead, struggling or mismatched plants were either removed for disposal or were

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relocated to fill areas in need of like kind. We then used the remaining plants available under the contract, as well as added various others in an effort to fulfill our goal. Spring has sprung, and the blooms are happening. We are very pleased with the results and the level of attention and detail.
During the month of February, all pre-emerge weed prevention and fungicide applications were completed throughout the community, for all turf, ornamental grasses and weeds. Fertilizers for the bushes at North/South amenities were also applied.
In March, the removal of red mulch from all areas North Durbin, was fulfilled and transitioned to gold mulch. Now we have uniformity throughout Durbin Crossing with respect to ground cover. The decision to only remove red where necessary yielded an approximate savings of roughly $8,000.00.
DTE also included removal of pine straw and mulching all trees between sidewalk and parkway, at no additional charge. Our Area Supervisor, Patrick, felt that this would add a positive, more visual flow throughout the community. In an effort to promote long term, healthy growth with our ornamental trees, DTE was diligent about maintaining an open, permeable ring around the base of every tree to ensure adequate watering could take place.
All irrigation zones have been checked and repaired where necessary to assure a smooth transition into the growth season.
All entrances to the individual communities, were treated with fertilizer this month. ALL areas were also treated for ants.
The worn area in the cul-de-sac at Forest Edge, proposed at last month’s meeting, has been successfully completed and looks great.

WHAT TO EXPECT IN APRIL:
Trim all Medjools once seed pods are mature. Being aware of any potential issues regarding disease, or fungus, DTE will be using safe pruning practices (i.e. clean blades per tree) to avoid any issues moving forward.
All turf will be fertilized with a granular formula.
All bushes will be sprayed with a 20-20-20 formula to promote leave growth and accompanying flowers.
Install fertilizer stakes around all Medjool palms (stakes contain: Manganese, Magnesium, Potassium, Sulfur, Nitrogen, Iron, and Copper)

Should you have any comments or questions feel free to contact me directly.

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PROPOSAL FORMS

4.A.
GENERAL PROPOSER INFORMATION

Proposer General Information:

Proposer Name Vesta Property Services, Inc.

Street Address 245 Riverside Avenue, Suite 300

P. O. Box (if any)	 	

City Jacksonville State Florida Zip Code 32202

Telephone 904-355-1831 Fax no. 904-204-2469

1st Contact Name	Roy Deary Title President, District Services Division

2nd Contact Name	Jay King Title Vice President, District Services Division

Parent Company Name (if any) N/A

Street Address  	

P. O. Box (if any)	 	

City 	State 	Zip Code  	

Telephone 	Fax no.  	

1st Contact Name	 	Title  	

2nd Contact Name	 	Title  	

Company Standing:

Proposer’s Corporate Form: Corporation
(e.g., individual, corporation, partnership, limited liability company, etc.)

In what State was the Proposer organized? Florida Date: November 1993

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Is the Proposer in good standing with that State?  Yes X No  	

If no, please explain	 	

Is the Proposer registered with the State of Florida, Division of Corporations and authorized to do business in Florida?  Yes X No  	

If no, please explain	 	

What are the Proposer’s current insurance limits?

General Liability	$1,000,000 (with $5,000,000 Umbrella coverage) Automobile Liability	$1,000,000
Workers Compensation	$1,000,000 (with Statutory Limits Expiration Date	01/01/2022

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

License No. #CAB3970	Expiration Date: 09/30/2021
Qualifying Individual:  Lisa Ann Manzione	Title: CAM / Vice President

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4.B.    EXPERIENCE

Has the Proposer performed work for a community development district or master planned residential community in excess of 200 acres previously?     Yes X No      If yes, please provide the following information for each project (attach additional sheets if necessary):

Project Name: Aberdeen CDD
Project Type: Planned-community of 1,936 homes Location: Saint Johns, Florida
Scope of Services: Amenity Mgt., Maintenance Services, Programs, & Lifeguard Services
Contract Value: $300,000+ Vesta On-Site Staff: 10+
Dates Serviced: 2009 – present.

Project Name: Bartram Springs CDD Contact: Kevin Colcord – Board Chairman Contact Phone: (904) 451-6808
Project Type/Description: Planned-community of 1,694 homes Location: Jacksonville, Florida
Scope of Services: Amenity Management, Field Operations, Maintenance Services, Lifestyle Programs, and Lifeguard Services.
Contract Value: $400,000+ Vesta On-Site Staff: 15+
Dates Serviced: 2005 - present

Project Name: Durbin Crossing CDD Contact: Peter Pollicino – Board Chairman Contact Phone: (973) 713-7384
Project Type: Planned-community of 2,600 homes Location: Saint Johns, FL
Scope of Services: Amenity Management, Field Operations Management, Maintenance Services, Programs, Lifeguard Services, and Facility Monitoring.
Contract Value: $375,000 Vesta On-Site Staff: 12+ Dates Serviced: 2008 – present.

Project Name: Grand Haven CDD
Contact: Barry Kloptosky – District Ops. Mgr. Contact Phone: (386) 715-6081
Project Type: Planned-community of 1,895 homes	Location: Palm Coast, Florida
Scope of Services: Amenities Management, Restaurant & Bar Turn-key Operation, Facilities Maintenance, and Lifestyle Programs & Events
Contract Value: $550,000 (excluding Restaurant Mgmt.) Dates Serviced: 2007 – present.
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Project Name: Harbor Bay CDD Contact: Dan Leventry – Board Chairman Contact Phone: (813) 995-5669
Project Type: Planned-community of 1,300+ homes
Location: Apollo Beach, Florida
Scope of Services: Amenities Management, Café - Turn-key Operation, Field Operations & Facilities Maintenance Services, Lifeguard Staffing, and Lifestyle Programs & Events Contract Value: $950,000
Dates Serviced: 2019 – present.

Project Name: Heritage Landing CDD Contact: Robert Och – Board Supervisor Email: robertochcdd@gmail.com
Cell: (904) 250-7602
Project Type: Planned-community of 1,154 homes Location: Saint Johns, Florida Scope of Services: Amenity Management & Staffing, Field Operations Management and Grounds Maintenance Management, Maintenance Services, Programs, Lifeguard Services, and Facility Monitoring.
Contract Value: $400,000
Dates Serviced: 2006 – present.

Project Name: Julington Creek Plantation CDD Contact: Tom Chambers, Board Chairman Telephone: (904) 465-6101
Project Type: Planned-community of 5800 homes
Scope of Services: Amenity Management & Staffing, Field Operations Management, Facility Maintenance Services, Turnkey Café Operation, Lifeguard Staffing, and Programs & Events. Contract Value: $1.2m.+ On-Site Staff: 60+
Dates Serviced: 2017 – present

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Project Name: LakeShore Ranch CDD

Contact: Patricia Comings-Thibault, District Manager Email: patricia.comings-thibault@dpfg.com
Cell: (407) 221-9153
Project Type: Planned-community of 800 homes Location: Land O’ Lakes, Florida
Scope of Services: Amenity Management & Staffing, Maintenance Services, and Lifestyle Programs and Events
Contract Value: $165,000
Dates Serviced: 2015 – present.

Project Name: Lakeside Plantation CDD Contact: George Flint, District Manager Telephone: (407) 841-5524
Project Type: Planned-community of 750 homes Location: North Port, Florida
Scope of Services: Amenity Management & Staffing, Field Operations Management and Grounds Maintenance Management, Maintenance Services, and Lifestyle Programs & Events
Contract Value: $175,000
Dates Serviced: 2014 – present.

Project Name: Rivers Edge I CDD (RiverTown)
Contact: Mac McIntyre, Board Chair Phone: (850) 496-5510
Project Type: Planned-community of 4,000+ homes at build-out
Location: Saint Johns, Florida
Scope of Services: Amenity Management & Staffing, Field Operations Management, Facility Maintenance Services, Lifeguard Staffing, and Resident Programs for two amenity centers, including turnkey management of full-service café.
Contract Value: $325,000
Dates Served: March 2015 - present.

Project Name: Venetian CDD
Contact: Rich Bracco, Board Chairman Cell: (631) 807-1956
Project Type: Planned-community of 1,200+ homes Location: North Venice, Florida
Scope of Services: Amenity Mgt., Maintenance Services, Programs, & Restaurant Mgt. – Turnkey Operations
Contract Value: $800,000+ Vesta On-Site Staff:25+
Dates Serviced: March 2021 – present.

5

List the Proposer’s total annual dollar value of amenity center management and grounds maintenance management completed for each of the last five (5) years starting with the latest year and ending with the most current year:

2017 = $5m. (+ over $700,000 for “Grounds Maint. Mgmt.” in our Community Mgmt. Div.) 2018 = $6m. (+ over $1m. for “Grounds Maint. Mgmt.” in our Community Mgmt. Division) 2019 = $6.75m. (+ over $1m. for “Grounds Maint. Mgmt.” in our Community Mgmt. Division) 2020 = $7.5m. (+ over $1m. for “Grounds Maint. Mgmt.” in our Community Mgmt. Division) 2021 = $8.5m. (+ over $1m. for “Grounds Maint. Mgmt.” in our Community Mgmt. Division)

Please provide the following information for each project that is similar to this project, and that you are currently undertaking, or have undertaken, in the past five years. Attach additional sheets if necessary.

Project Name/Location: 			 Contact: 	Contact Phone:  		 Project Type/Description:  			 Dollar Amount of Contract:  			 Your Company’s Scope of Services for Project:  	
List of subcontractors used:  			 Is this a current contract?  Yes 	No  	
Duration of contract:  	

 NOTE: PLEASE REFER TO LIST OF VESTA’S CDD CLIENTELE PROVIDED ABOVE

6

Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or  supervisor,  etc.),  been  terminated  from  any  amenity  center  management  and/or grounds
maintenance management contract within the past 3 years?	Yes X	No 	For each such
incident, please provide the following information (attach additional sheets as needed):

Project Name/Location: Villages of Bloomingdale/Riverview, Florida Contact: George Flint, District Manager Contact Phone: (407) 242-0501 Project Type/Description: Planned-Community of approximately 800 homes Dollar Amount of Contract: $137,000
Scope of Services for Project: Day-to-day staffing & management of a clubhouse and pool. Dates Serviced: 2008 – 2018
Reason for Termination: The Board was becoming more cost-conscious and so it conducted an RFP in order to try to lower its costs, which it ultimately did by selecting a lower-priced alternative provider. We were not able to lower our price due to the long-term challenges of being able to recruit and staff the facility well enough, due to some “problematic” features of the community and its location.

Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years? Yes _ No X
If yes, please describe each violation, fine, and resolution	 	

7

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten (10) working days as a result of the injury in the past five years? Yes X No

If yes, please describe each incident
Date of Injury	Cause	Employment Location	
2/5/2018	Manual Material Handling	Heritage Isle	
2/26/2018	Manual Material Handling	Delray	
3/19/2018	Slip/Trip/Fall	Sun City North	
4/2/2018	Manual Material Handling	Orlando	
4/26/2018	Slip/Trip/Fall	PMSI	
5/1/2018	Slip/Trip/Fall	Sun City North	
10/30/2018	Struck by/Against Object	Daytona Beach	
11/17/2016	Fall, Slip or Trip Injury	Mills River, NC	
6/6/2015	Fall, Slip or Trip Injury	Jacksonville	
4/21/2017	Fall, Slip or Trip Injury	Riverside	
8/25/2017	Fall, Slip or Trip Injury	Jacksonville	
9/18/2015	Fall, Slip or Trip Injury	Jacksonville	
10/30/2017	Stepping On Object	St. Petersburg	
3/3/2015	Fall, Slip or Trip Injury	Jacksonville	
11/3/2017	Stepping On Object	Jacksonville	
4/17/2015	Strain or injury by	Jacksonville	
9/12/2017	Strain or injury by	1900 Sun City	
1/28/2015	Fall, Slip or Trip Injury	Lakeside Plant.	
2/19/2016	Fall, Slip or Trip Injury	1900 Sun City	
7/17/2016	Fall, Slip or Trip Injury	Kensington HOA	
4/1/2017	Strain or injury by	Delray	
5/4/2016	Fall, Slip or Trip Injury	Jacksonville	
11/7/2017	Fall, Slip or Trip Injury	1900 Sun City	
4/8/2017	Fall, Slip or Trip Injury	Delray	
6/28/2017	Misc. Causes – Other	Pembroke Pines	
8/15/2017	Fall, Slip or Trip Injury	Pembroke Pines	

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from bidding or contracting on any state, local, or federal contracts?	Yes    No X If yes, please provide:

8

List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.

At our “Five Towns” managed-community in the St. Petersburg area, a resident alleged a type of “slip-and-fall,” supposedly resulting from an insect sting occurring on the club premises/facilities that we maintain. The claim was dismissed.

A former employee at our Kings Point Sun City Center property alleged wrongful termination in lieu of receiving severance pay (contrary to our standard employment practice.) The claim was dismissed.

In February of 2019, a “Dram Shop” liability matter was settled by our insurance carrier involving a homicide of a resident by a fellow resident that took place in a managed community of Vesta’s in the Tampa area, called The Bay Club at Westshore Yacht Club.

In 2017, a “slip-and-fall” incident was settled by our insurance carrier with a resident of Durbin Crossing Community Development District, involving a child and a supposed wet-spot on the clubhouse bathroom floor. Vesta manages and maintains the amenity center.

A former Vesta employee alleged age-discrimination as the reason for his or her termination at our Villages of Bloomingdale contact in Riverview. The claim was settled (for a modest sum) out-of-court on May 21, 2021.

9

4.C. PRICING

Proposed Fee for Management and Staffing
(for hourly rates, indicate if the price is proposed to change in years 2 or 3) This must include all proposed costs of:
Amenity/Operations Manager
-	Year 1	$33,555.28
-	Year 2	$34,753.68
-	Year 3	$36,351.55

Janitorial Maintenance
-	Year 1	$ 9,337.12
-	Year 2	$10,345.86
-	Year 3	$11,104.50

Pool Maintenance
-	Year 1	$19,336.31
-	Year 2	$19,825.28
-	Year 3	$20,331.58

Please provide an hourly rate for General Facility Maintenance = $32.00

NOTE:	IF THE PROPOSER DESIRES TO PROPOSE AN ALTERNATE APPROACH TO OPERATING AND MAINTAINING THE DISTRICT’S FACILITIES, THE PROPOSER IS STRONGLY ENCOURAGED TO SUBMIT BOTH A PROPOSAL RESPONSIVE TO THE STRUCTURE OUTLINED HEREIN AND A SEPARATE, ALTERNATIVE PROPOSAL.

10

C.

Governmental Management Services

Serving Florida’s New Communities
October 6, 2021

Sent via email

Wesley Haber
Hopping Green & Sams, P.A.

RE: Wilford Preserve – GMS Proposal for Site and Amenity Management Services Wesley:
Governmental Management Services, LLC (GMS) is pleased to submit our proposal to provide Site and Amenity Management Services to Wilford Preserve Community Development District (CDD). Attached are our costs and a company profile reflecting our experience and qualifications. GMS will provide all services directly and is prepared to begin work immediately. We currently provide field management services for multiple CDDs in the area including the Double Branch and Middle Village CDDs. In addition, GMS has office locations in Jacksonville, St. Augustine, and Palm Coast, which we believe gives us a distinct advantage in providing these services.

GMS is a leader in the management of special taxing districts and provides district management services to approximately 180 CDDs across the State of Florida. Our approach, methodology, and philosophy towards providing these services reflect our commitment and ability to deliver comprehensive services that exceed the expectations of our clients. We believe that our greatest strength is our ability to respond to individual client needs efficiently, effectively and professionally.

We thank you for the opportunity to submit our proposal. Please feel free to contact me at 407-841-5524, ext. 125 if you have any questions or need additional information.

Sincerely, GMS

Darrin Mossing President

Orlando
219 E. Livingston St. Orlando, FL 32801

Jacksonville
9655 Florida Mining Blvd. W
Suite 305
Jacksonville, FL 32257

St. Augustine
475 West Town Place Suite 114
St. Augustine, FL 32092

Ft. Lauderdale 5385 N. Nob Hill Rd. Sunrise, FL 33351

Tampa
18842 N. Dale Mabry Hwy Lutz, FL 33548

Knoxville
1001 Bradford Way
Kingston, TN 37763

GMS LLC	1	www.govmgtsvc.com

GOVERNMENTAL MANAGEMENT SERVICES LLC

PROPOSAL FOR SITE AND AMENITY MANAGEMENT PREPARED FOR
WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT
OCTOBER 6, 2021

TABLE	OF
CONTENTS

COMPANY INFORMATION
3

HOW WE WORK
4

CONTACT INFORMATION
5

FAMILY OF COMPANIES
6

OUR TEAM
7

SERVICES
10

EXPERIENCE SUMMARY
14

REFERENCES
19

COST OF SERVICES
20

COMPANY
INFORMATION

Governmental Management Services (GMS) is a family of limited liability companies that was established for the purpose of providing district management services to Special Taxing Districts. With encouragement from industry professionals and the development community, GMS was created to provide an alternative to the existing district management companies.
GMS currently has offices in St. Cloud, Orlando, Tampa, Sunrise, Tallahassee, Port St. Lucie, St. Augustine, and Palm Coast, Florida, and Knoxville, Tennessee. Company personnel who would be providing services
are generally determined by geography of the District and required services. However, everyone at GMS works together to
provide the most efficient, effective and comprehensive management services possible. GMS currently manages over 180 Community Development Districts across the State of Florida and fully understands the requirements of Chapter
190. As described in Section 3,
the personnel at GMS are very well known and respected by people involved
with Community Development Districts. The majority of personnel has worked with Investment Bankers, Bond Counsel, District Counsel, Engineers,

Developers and Boards of Supervisors

GMS WAS ESTABLISHED TO PROVIDE THE MOST EFFICIENT,
EFFECTIVE AND COMPREHENSIVE MANAGEMENT SERVICES FOR COMMUNITY DEVELOPMENT  DISTRICTS IN THE
STATE OF FLORIDA.

across the State of Florida. They have provided management, financial and administrative reporting services to approximately 180 special taxing districts and homeowners associations. Our greatest strength is our ability to respond to individual client needs quickly, efficiently and professionally.

HOW
WE WORK

Although technology has tremendously impacted how services are provided for nearly every business today, GMS realizes an organization is only as good as the individuals working within it. If an organization is not able to retain hardworking, knowledgeable and dedicated employees that understand their client’s needs, it is most certain to fail.
It is for this reason that GMS has focused a significant effort on recruiting and retaining the best in the district management industry.

STATEMENT OF STAFF CONSISTENCY
GMS is the best qualified provider of management services because
of the experience of the personnel who will be providing the management services for the District.

GMS focuses exclusively on the services necessary for the proper management of Community Development Districts. Our staff includes managers, accountants, financial analysts, recording secretaries, amenity, operations managers, maintenance personnel all with experience with Community Development Districts and other special districts. We offer integrated management services including:
General Management
Recording Secretary Services
Accounting and Financial Reporting
Assessment Roll Administration
Investment Management
Amenity Management
Operations Management
Utility Billing
Other Services
These management services are being provided by the principals of GMS

CONTACT
INFORMATION

GMS LLC NORTH FLORIDA ADMINISTRATIVE
OFFICES
393 Palm Coast Parkway Suite #4
Palm Coast, FL 32137 (386) 585-4035

475 West Town Place, Suite 114
St. Augustine, FL 32092 (904) 940-5850
(904) 940-5899 fax

GMS LLC NORTH FLORIDA
OPERATIONS

9655 Florida Mining Blvd
Bldg. 300
Suite 305 & 306
Jacksonville FL 32257
(904) 288-7667

Corporate Office: 1001 Bradford Way
Kingston, TN 37763 govmgtsvc.com

GMS IS PREPARED TO PROVIDE ALL SERVICES DIRECTLY AND DOES NOT CONTEMPLATE THE NEED
TO SUBCONTRACT SERVICES.

FAMILY OF
COMPANIES

CORPORATE
Darrin Mossing President

RIVERSIDE (NF)
Rich Whetsel Vice President

SOUTH FLORIDA
Rich Hans Vice-President

CENTRAL FLORIDA
George Flint Vice-President

NORTH FLORIDA
Jim Perry Vice-President

TAMPA, FLORIDA
Jason Greenwood
Manager

OPERATIONS
Brian Stephens
S. Dubois Jerry Lambert Cheryl Graham
20 Others

AMENITIES
Freddy Oca Kate Trivelpiece Maria Cranford Melissa Brown

DISTRICT MANAGERS
Luis Hernandez Paul Winklejohn Lisa Derryberry Juliana Duque

FINANCE DIRECTOR

Patti Powers

ACCOUNTING
Maggie Phillips Tiziana Cessna Ashley Cooper

ADMINISTRATIVE
Jennifer McConnell Christine Penna Robin Ventura Joni Hayworth
Latoya Flowers

ACCOUNTING
Teresa Viscarra Katie Costa
B. Peregrino
Indhira Araujo Jose Soto Megan Byington Edgar Perez
Lisa Cruz

DISTRICT MANAGERS
Jason Showe Jill Burns Tricia Adams

DISTRICT MANAGERS
Jim Oliver Ernesto Torres David Ray Daniel Laughlin

ACCOUNTING
Sheryl Fulks Oksana Kuzmuk Margaret Bronson

AMENITIES
Marina Azevedo Andy Scott Destini Palen
Saavik Boomgarden 4 Others

ACCOUNTING
Sharyn Henning Hannah Smith Savannah Szozda

ADMINISTRATIVE
Stacie Vanderbilt Lauren Vanderveer
Ilana Rabone

ADMINISTRATIVE
Shelby Sovine Sarah Sweeting Courtney Hogge

AMENITIES/OPERATIONS

ADMINISTRATIVE
Amanda Ferguson

Robert Berlin
Jay Soriano 5 Others

OPERATIONS
Jan Ramirez Mick Sheppard

OPERATIONS
Dennis Baldis Tina Perkins Julio Padila
Andressa Navarette

OPERATIONS
Alan Scheerer Matt Fisher Cesar Yamarte
William Viasalyers
Clayton Smith

AMENITIES
David Tuel Christine Wells Marcia Calleja
Alexandra Penagos
11 Others

MAINTENANCE
Angel Guzman
Julio Colon Chris Horter

EVENTS
Larissa Diaz

Abner de Jesus

OUR
TEAM

Although technology has tremendously impacted how services are provided for nearly every business today, GMS realizes an organization is only as good as the individuals working within it. If an organization is not able to retain hardworking, knowledgeable and dedicated employees that understand their client’s needs, it is most certain to fail. It is for this reason that GMS has focused a significant effort on recruiting and retaining the best in the district management industry.

The District Management Team remains the same for the duration of the contracts. Any changes in the District Management Team will be discussed and approved by the Boards of Supervisors. Members of the management team have worked together for years, and there is complete trust and loyalty in their abilities to provide the most efficient, effective and professional management services possible. In addition, these types of long-term personal relationship among GMS staff are reassuring to our clients because personnel turnover in any organization is extremely detrimental to its ability to provide the necessary services.

“GMS REALIZES AN ORGANIZATION IS ONLY AS GOOD AS THE INDIVIDUALS WORKING
WITHIN IT.”

EDUCATION
Ohio University, 1988, Bachelor of Science, Major: Accounting

EXPERIENCE
31 Years
President and Founder — GMS Organization
Corporate Operations and District Management

DARRIN MOSSING PRESIDENT
Darrin Mossing is the President and Founder of the GMS organization. Mr. Mossing graduated from the Ohio University with a Bachelor’s degree in accounting in June 1988 and began his career as a staff accountant on September 1, 1988 for Indian Trace
Community Development District. In November 2004, Mr. Mossing established the GMS organization, which has grown to over 180 CDDs, Homeowners Association and other Special Taxing Districts across the State of Florida.

JAMES	PERRY

EDUCATION
Bachelor’s of Business Administration in Accounting, University of Central Florida
Executive Development Program, University of Pennsylvania-Wharton

EXPERIENCE
23 Years District Management

PARTNER

MANAGING
James Perry is a partner and provides District Management Services at the GMS - North Florida office. He oversees the district management, administration, and outside services operations for the Districts. Mr. Perry graduated from the University of Central Florida with a Bachelor of Business Administration in Accounting and from the executive development program of the University of Pennsylvania-Wharton. Mr. Perry has extensive experience with Community Development Districts, local government, utilities, development and construction. He has served in senior financial positions with Fortune 100 companies as well as with the largest governmental utility provider in Northeast Florida. He is also a licensed CPA.

Jay	Soriano

SERVICES

FIELD	MANAGEMENT
As a company, GMS provides field management services to 30 Districts throughout Florida. Jay Soriano serves as Operations Manager. After receiving a BA in Exercise and Sports Science from East Carolina University, Jay then attended the University of Delaware, where he began his Master’s studies in Health Administration and continued studies toward a second Bachelor’s in Parks and Recreation programming. Jay accepted his first career position with Bayhealth Medical Center in Milford, Delaware where he focused on developing his skills in management, cost control, employee development, and customer relations. Accepting a position with East West Partners in Florida, developers of nationally award winning planned communities, allowed Jay early opportunities to learn aspects of community management and development. Jay has spent multiple years as a Director of Recreation, Fitness and Aquatics, and also as a manager for Facility operations for companies such as the YMCA, many small private fitness studios, and multiple Community Development Districts, helping to guide them to successful program development, financial stability, and employee training. Working for GMS since 2012, Jay holds professional certifications in many aspects of facilities maintenance and management, and program development. Jay is able to work with Amenities Centers and staffing in any District or business alike to help develop a well-run, safe, and efficient environment.

THE FOLLOWING FIELD MANAGEMENT SERVICES ARE TYPICALLY PROVIDED TO ENSURE THE DISTRICT OPERATES IN ACCORDANCE WITH ALL APPLICABLE STATUTES, LAWS, AND RULES AND REGULATIONS: 
Administer and manage maintenance contracts for landscaping, water, wastewater and reuse systems management
Respond to resident and Board of Supervisors inquiries regarding Maintenance Operations
Coordinate and implement maintenance projects throughout the community with vendors
Conduct site visits (day and night time) to ensure satisfactory operation of the district and prepare a monthly report to the Board.
Review and approve construction contracts, change orders, payment request, etc. during construction phase if contracted

AMENITY MANAGEMENT & FACILITY ATTENDANT SERVICES

Communities with Amenity Centers hire GMS to provide a full-time, salaried Amenity Manager on a year-round basis. The Amenity Manager shall have the responsibilities of overseeing all amenity facilities and related direct service contracts, interacting with other entities as needed, including recreational programs and special events.
GMS HAS THE ABILITY TO CREATE A UNIQUE SCHEDULE TO ACCOMMODATE THE NEEDS OF THE COMMUNITY. SERVICES INCLUDE ALL ITEMS DESCRIBED IN THE RFP AND THE FOLLOWING: 
The Amenity Manager is the liaison for the Community Development District Board of Supervisors and will attend all District meetings.
The Amenity Manager will prepare a monthly Manager’s Report detailing all activity such as District events, planned events, resident concerns, information regarding completed and planned maintenance projects, etc.
Respond to all resident questions and concerns regarding the District in a timely and professional manner.
Maintain a professional relationship with all residents, welcoming and educating new homeowners, issuing access cards, updating resident information, supervising staff members, monitoring facility usage and rentals.
Coordinate with Operations Manager to ensure all District contracts such as pool maintenance, landscape, janitorial, security, pest control, etc. are in compliance with contract specifications.
Inspect Amenity Center and common areas for lighting, trash removal, pest control, signage and fencing for necessary maintenance. Inspections include recommendations to improve safety and minimize potential hazards in order to prevent accidents from occurring.
Coordinate and/or assist with maintenance projects based upon monthly inspection reports.

continued on p.14

continued from p. 13

Inventory cleaning products, paper products, office and first aid supplies.
Coordinate, organize, and promote various special events and activities throughout the year.
Administer rental program of District Facilities for private parties and events.
Educate staff members, lifeguards, security guards and public on District policies and procedures.
Prepare report for recommendations regarding modifications/updates to the policies and procedures as needed.
Process any insurance claims and related repair work.

Provide recommendations for annual budget, maintenance program, policies and procedures, safety and community events.
Responsible for sending CDD information for website updates.
Interface with vendors for repairs, billing, payments and approve certain invoices.
Design, promote and implement recreational programs. Recreational Programming is a critical component to satisfying every community. Input from the Board of Supervisors and residents will be sought regarding the selections of activities
and special events.

Youth activities will include, but are not limited to summer camp, teen scene and numerous sports leagues. Adult activities can include trivia, group fitness classes, aqua aerobics, themed dinners,
and more.

	The Amenity Manager will also facilitate clubs such as “The Fitness Club,” book clubs and “Morning Coffee.”

POOL MAINTENANCE SERVICES

GMS has over six certified pool operators qualified to provide commercial pool maintenance services. Services are customized to meet each clients needs based upon seasonal factors and usage.

SERVICES INCLUDE ALL ITEMS DESCRIBED IN THE RFP AND THE FOLLOWING:
Service 1 to 5 days per week
Pool vacuuming
Skimming
Brushing tiles

Pool and equipment inspections
Cleaning of filters
Chemical balance (Chlorine, PH, Alkalinity, Sequestriant)
Blow off pool deck
Chemicals provided by client
Emergency call out services to be invoiced separately

LIFEGUARDING
SERVICES
Lifeguards are American Red Cross certified in Lifeguarding, Water Park Lifeguarding, CPR, First Aid and AED for Adults, Infants and Children. For best results, lifeguards shall be at least 16 years of age and perform standard duties associated with an aquatic facility. The District will only be invoiced for actual hours of service.
Responsibility:
The primary responsibility of our lifeguards is to prevent drowning and other injuries from occurring through continuous surveillance, eliminating hazardous behaviors, enforcing facility rules and regulations, recognizing and responding quickly to emergencies and working as a team with facility staff and management.
Lifeguards will be “Rescue Ready” at all times and report unsafe conditions.
Complete daily pool logs, equipment checklist and necessary forms that correspond with daily activities and incidents.
Complete required in-service training to review EAP, CPR, First Aid, AED, and all rescue procedures.
Straighten pool deck furniture, wipe tables, removing debris from pool deck area and walkways, replacing trashcan liners (as time permits) and maintaining restroom cleanliness and supplies, are all secondary responsibilities.
Lifeguards shall be visited frequently by the Aquatics Director and/or Supervisor. Other secondary responsibilities of lifeguards include but are not limited to:

Cleaning pool tiles as time permits
Inspecting and maintaining First Aid supplies
Inspecting the slide and slide structure before opening pool
Testing pH and chlorine levels to maintain Health Department requirements (twice daily)
Skimming pool
Staffing Approach & Scheduling
In the event of inclement weather, staff will follow and enforce District policies. If the weather is predicted to persist throughout the day, the Facility Supervisor shall direct staff accordingly.
If at any time the Board of Supervisors would like to adjust the hours and/ or days of service, a two week notices respectfully requested. GMS understands the need for flexibility in order to meet the needs of each community and will provide the necessary staffing in order to provide the services based upon the operating hours of the community.

REFERENCES

GMS prides itself on the timely delivery of quality services to its clients. As a result, our clients as well as the other CDD industry professionals have come to recognize and appreciate the quality of the services we provide. GMS encourages its prospective clients to call our references and learn what other district supervisors, developers, attorneys, engineers and financial professionals are saying about us. Just a few of the clients and professionals that are pleased to serve as our references are listed within.

Ms. Cindy Nelsen
Chairperson, Double Branch CDD 1394 Canopy Oaks Drive
Orange Park, FL 32065 (904) 573-2364 - Office
(904) 424-9960 - Mobile
bcnelsen@comcast.net

Mr. Rocky Morris
Chairperson, Middle Village CDD 475 West Town Place #114
St. Augustine, FL 32092 (904) 887-4158
rocky@clarioncall.org

Mr. Matthew Biagetti Chairperson, Pine Ridge Plantation CDD
4933 Creek Bluff Lane Middleburg, FL 32068
(724) 986-2789
prcddbiagetti@gmail.com

Richard Ray, Chairman Tolomato CDD (Nocatee Development)
4314 Pablo Oaks Court Jacksonville, Florida 32224
(904) 992-9750

Gregory Peugh, General Manager Dunes CDD
101 Jungle Hut Road
Palm Coast, Florida 32137 (386) 446-5593

COST OF
SERVICES

Proposal for Site and Amenity Management Services for	 Wilford Preserve Community Development District
Governmental Management Services, LLC (GMS) shall provide Site and Amenity Management
Services for Wilford Preserve Community Development District. These services include contract administration, ﬁeld related inspections, and oversight of the following items:

Landscape Maintenance
Pond Inspections, Row Inspections
Pool Cleaning
Coordinate and Oversee Field Related Maintenance Projects
General Maintenance to include Lighting Inspections/Coordinate Repairs
Meeting with Contractors/Service Providers
Attend District Board of Supervisors Meetings
Receive/Respond to Resident Emails and Phone Calls Pertaining to District Related Issues

Capital/Project Management Pricing and Proposals can be Provided based upon each Individual Project
Janitorial, Common Ground Cleaning

Site & Amenity Management Monthly Amount: $3,750	
Annual Amount: $45,000	
General Provisions:
Reimbursement for reasonable expenses such as copies, supplies, mileage, etc.

Additional Services:
General Maintenance Personnel (per hour) $40.00

4.A.
GENERAL PROPOSER INFORMATION

Proposer General Information:

Proposer Name Governmental Management Services, LLC

Street Address 475 West Town Place, Suite 114	

P. O. Box (if any)	 	

City St. Augustine	State Florida	Zip Code 32092	

Telephone (904)- 940-5850	Fax no.  	

1st Contact Name	Darrin Mossing	Title   President	

2nd Contact Name	Jay Soriano	Title Operations Manager 

Parent Company Name (if any)  	

Street Address  	

P. O. Box (if any)	 	

City 	State 	Zip Code  	

Telephone 	Fax no.  	

1st Contact Name	 	Title  	

2nd Contact Name	 	Title  	

Company Standing:
Proposer’s Corporate Form: _Partnership	 (e.g., individual, corporation, partnership, limited liability company, etc.)

In what State was the Proposer organized? _Florida	Date 11-26-04	

Is the Proposer in good standing with that State?  Yes _X_ No  	

If no, please explain	 	

Is the Proposer registered with the State of Florida, Division of Corporations and authorized to do business in Florida?  Yes _X_ No  	

If no, please explain	 	

What are the Proposer’s current insurance limits?

General Liability	$1,000,000 / 2,000,000	
Automobile Liability	$1,000,000		
Workers Compensation	$1,000,000		
Expiration Date	10-01-22 		

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

4.B.    EXPERIENCE

Has the Proposer performed work for a community development district or master planned
residential community in excess of 200 acres previously?	Yes     X_  No 	If yes,
please provide the following information for each project (attach additional sheets if necessary):

Project Name/Location:         See Attached	 Contact: 	Contact Phone:  	 Project Type/Description:  		 Dollar Amount of Contract:  		 Scope of Services for Project:  	

Dates Serviced:  	

List the Proposer’s total annual dollar value of amenity center management and grounds maintenance management completed for each of the last five (5) years starting with the latest year and ending with the most current year:

2017 = +$750,000	
2018 =+$1,000,000	
2019 = +1,000,000	
2020 = +1,250,000	
2021 = +1,500,000	

Please provide the following information for each project that is similar to this project, and that you are currently undertaking, or have undertaken, in the past five years. Attach additional sheets if necessary.

Project Name/Location: 		See Experience Summary	 Contact: 	Contact Phone:  		 Project Type/Description:  				 Dollar Amount of Contract:  				

Your Company’s Scope of Services for Project:  	

List of subcontractors used:  	

Is this a current contract? Yes 	No  	

Duration of contract:  	

Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or supervisor, etc.), been terminated from any district management, amenity management and/or grounds maintenance management contract within the past 3 years? Yes           
No     X 	For each such termination, please provide the following information (attach
additional sheets as needed):

Project Name/Location: 		 Contact: 	Contact Phone:  	 Project Type/Description:  		 Dollar Amount of Contract:  		 Scope of Services for Project:  	

Dates Serviced:  	
Reason for Termination:  	

Has the Proposer been cited by OSHA for any job site or company office/shop safety
violations in the past five years?  Yes 	No X_

If yes, please describe each violation, fine, and resolution	 	

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten
(10) working days as a result of the injury in the past five years? Yes 	No _X  

If yes, please describe each incident   	

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from bidding or contracting on any state, local, or federal contracts?	Yes
 	  No _X 	If yes, please provide:

The names of the entities  	

The state(s) where barred or suspended  	

The period(s) of debarment or suspension  	

Also, please explain the basis for any bar or suspension:

List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.

 	None to Report	

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.

 	None to Report	

4.C. PRICING

Proposed Fee for Management and Staffing
(for hourly rates, indicate if the price is proposed to change in years 2 or 3) This must include all proposed costs of:
Amenity/Operations Manager
Year 1	$ See Attached	
Year 2	$ 	
Year 3	$ 	

Janitorial Maintenance
Year 1	$ 	
Year 2	$ 	
Year 3	$ 	

Pool Maintenance
Year 1	$ 	
Year 2	$ 	
Year 3	$ 	

Please provide an hourly rate for General Facility Maintenance - $ 	

NOTE:	IF THE PROPOSER DESIRES TO PROPOSE AN ALTERNATE APPROACH TO OPERATING AND MAINTAINING THE DISTRICT’S FACILITIES, THE PROPOSER IS STRONGLY ENCOURAGED TO SUBMIT BOTH A PROPOSAL RESPONSIVE TO THE STRUCTURE OUTLINED HEREIN AND A SEPARATE, ALTERNATIVE PROPOSAL.

5. SITE PLAN

0

AMENITY SITE,P l -	

4B. Experience

Scope of Services for Operations and Amenity Management:

I. +200 Acre	Yes

District	County	Contact	Phone	Contract	Scope of Services	Dates Serviced	
Double Branch	Clay County	See References	See References	$	192,766	See Below	2005	
Middle Village	Clay County	See References	See References	$	293,904	See Below	2005	
Pine Ridge Plantation	Clay County	See References	See References	$	143,717	See Below	2006	

On-site Operations and Amenity Management staff handle all concerns from residents when pertaining to policies and district property. Staff will handle all administrative paperwork and actions concerning access for district residents. Staff will deal with all day-to-day actions for opening, closing, and daily operating of all district amenities. This includes coordinating with any outside contractors such as the district approved landscape vendor, and/or other local and state governmental agencies, including but not limited to Clay County, State Department of Health, Fire Marshall, and Department of Business and Professional Regulations(DBPR). Staff oversees and helps with contract implementation of all district contracts when concerning amenity properties and common areas, to include lake maintenance, landscaping, right-of-way(R.O.W) concerns (County), utility easements and any accounts with current utilities (lighting, water mains and irrigation). Staff will help with planning and implementation of budgeting and line item control for operations maintenance items for all district areas.
Management plans and oversees all resident and community sponsored events taking place on District properties.

4.C Pricing

Site and Amenity Management Fees

Detail	Per the 2022
Budget	

Year 1	

Year 2	

Year 3	
Amenity/Operations Manager	$	30,000	$	23,000	$	24,150	$	25,358	
Janitorial	$	9,500	$	7,000	$	7,350	$	7,718	
*Pool Maintenance	$	20,000	$	15,000	$	15,750	$	16,538	
General Maintenance	$	15,000	$	-	$	-	$	-	
TOTAL	$	74,500	$	45,000	$	47,250	$	49,613	

General Maintenance	$	40	Per Hour	

*Pool Chemicals included with total costs, if the district would like to subcontract services for chemical delivery separately, total costs would be $40,000. ($5,000 is currently being planned for liquid chlorine, acid, and sodium bi-carb amounts for daily usage)

FIFTH ORDER OF BUSINESS

Wilford Preserve Homeowners Association, Inc.
Architectural Control Committee Application

\ \l,e

Mail To: Wilford Preserve Homeowners Association Architectural Control Committee 414 Old Hard Road, Suite 502 - Fleming Island, FL 32003 - Office: (904) 592-4090

PLEASE READ CAREFULLY SO AS TO NOT DELAY YOUR REQUEST
(Scheduled ARC Meetings are the 1st and 3rd Wednesday of each month.) Applications must be received no later than the Wednesday prior to the ARC Hearing. Approval Correspondences are mailed out the week following ARC Hearings.

"THIRTY (30) DAYS are ALLOWED FOR THE APPROVAL PROCESS"

I
I
Directions for Electronic Filin s:
All supporting documentation must be included with the Application as one attachment to your email which can be downloaded and printed as a single document Multiple attachments will not be accepted.

When submitting application via email - Application and all supporting documentation should be transmitted as one attachment to the email, which can be downloaded and printed as a single and complete document. Multiple attachments cannot be accepted with Email Submittals

Online Payment: Go to Florid ian prop er tym ana gem ent.co m. Go to "SERVICES" then "ARB REQUESTS." Fill out the form found there and then "SUBMIT." Applications will not be entered for processing until receipt ofpayment.

From:  Name:  K&CO I C&	ke.E;ene
Address :  siJ'24 Cc G,)cx:cl	e...
City, State, Zip: OCi;cge   Q	1   °\=-L	2>	7
Phone: 6ci)-lo .a- 712.4	Email:  W['o(\IC&Q;,@  '30ff1i \.earo
Lot Number:	,B6 Phase: 		Application Date:	C\ J /,A\

Fee Structure: CHECI( PAYABLE TO "FLORIDIAN PROPERTY MANAGEMENT, LLC"
Room Additions: $100.00	All other: $50.00 Note: No Fee for Satellite Dishes or Solar Panels

Minimum Submittal Requirements

SURVEY (seeyour Closing Package) MUST BE SUBMITTED WITH ANY APPLICATION.

('lfcl
l   ;

THE SURVEY MUST DENOTE the placement of any changes, structures, or improvements, including but not limited to FENCES, PATIOS, WALKS, PORCH, POOL, SCREEN ENCLOSURE, LANDSCAPING,.etc .
PLANS AND SPECIFICATIONSare required in the case of POOLS, PATIOS, and ENCLOSURES.

PHOTOS ARE HELPFUL WITH THE APPROVAL PROCESS IN ALL CASES.

 Sh !:!l'., Adair	

From: Sent: To: Subject:

Floridian Property Management <info@floridianpropertymanagement.com> Thursday, September 23, 2021 3:21 PM
Sherry Adair
Floridian Property Management I ARB Request

Association Name:: Current Owners Name:: Your First Name::
Your Last Name: Phone:
Email:
Property Address: City:
State:
Zip:

Wilford preserve home association Karonica Brown Kearney
Karonica Kearney 3526827784
karonicab@gmail.com 2784 copperwood ave Orange Park
Florida 32073

I am paying for this ARB Request by:: Credit Card

1

(Circle Improvement Type Below}

Fencing: Most Interior Lots: Type (A) Six-foot (6') Tan Vinyl, Tongue and Groove, (No Lattice Top), with New England caps, and Eight Foot (8ft.) Panel width. Lake Lots: Type (B) Four foot (4') high, Black flat top, aluminum, fencing.

. (A) Pool Only (B) Pool with Screen Enclosure:  (Scaled  plans  and  drawings,  pool,  patio,.and screen enclosure specifications to be provided by Certified  Pool  Contractor.  All  improvements including pool equipment must be drawn to scale on SURVEY showing all measurements and Setbacks.)
(A) Glass (B) Screen Enclosure of existing porch or lanai (Must include color of supports and screen.)

New Screen Enclosure: (Must submit scaled Plans & Specificationsfrom Certified Contractor.)
Patio, Driveway, and Sidewalk extensions: (Must Submit Scaled plans and drawings showing all proposed improvements plotted to scale on survey with measurements and setbacks accurately denoted. Must provide all material specifications - Name, Type, Color, and Description of any and all materials. Photo examples obtained from Internet Web Sources will facilitate the submittal process.)
Detached Structures, Pergola, Gazebo, Trellis, etc: (Mus t submit detailed plans, drawings, and material specifications. Plans to show height, width, depth, design and all dimensions of proposed improvements. Structure location to be drawn to scale with measurem ents and setbacks shown on survey.)

Storage Sheds: (Must submit detailed plans, drawings, and material specifications . Plans to show height, width, depth, design, and all dimensions of proposed improvements. Storage shed location to be drawn to scale with measurements and setbacks shown on survey. Storage sheds and buildings must be mounted on a concrete slab or foundation, of frame construction, with walls painted the same color as dwelling and with roofing shingles that match dwelling shingles. No plastic, aluminum, etc.sheds allowed.)
Landscaping (Must submit Survey showing location of all landscape improvements. Must provide Plant List with written and pictorial specifications for all plant types, plant sizes, plant quantity, as well as mulch type and landscape border specifications.)
Recreational Equipment, Play Structures, Garden Statues, Trampolines, Wells, etc: (Must submit plans with all dimensions - height/width/length/etc. - all accurately plotted on survey. Color copy examples and specifications obtained from Internet Web Sources will facilitate the submittal process.)

Roof Replacement: (Must submit specifications showing manufacturer, type of shingle, and length of warranty, as well as a color sample of shingle from brochure.)

Emergency Generators: (Must submit specifications including manufacturer, dimensions, and information regarding propane tanks, if any. Location of generator and tanks must be shown on survey.)
Satellite Dish or Solar Panels: (Provide written and pictorial specifications for all equipment with installation locations accurately plotted on survey and any other pictorial representations .)
Paint: (Photos of your home and each side yard neighbors' homes are required; Must submit Manufacturer- Product Code - Color Name - and Color Sample for BODY-TRIM-ACCENT-or any Other Color).
Other: 	_

C-ortf	Preserve	'Unit	2.91.
Section 10. ·Townshlp 4 South. Range 25 E;?tst. Clay County. florlda.

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SIXTH ORDER OF BUSINESS

B.

FORM OF REQUISITION
WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENT BONDS, SERIES 2019A

The undersigned, a Responsible Officer of the Wilford  Preserve  Community Development District (the "Issuer") hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenture from the Issuer to U.S. Bank National Association, as trustee (the "Trustee"), dated as of July 1, 2018,  as supplemented  by that certain First Supplemental Trust Indenture dated as of November 1, 2019, (collectively, the "Indenture") (all capitalized terms used herein shall have the meaning ascribed to such term  in the Indenture):

Requisition Number: 103

Name of Payee: Eisman & Russo

Amount Payable: $1,209.12

Purpose for which paid or incurred (refer also to specific contract if  amount is  due and payable pursuant to a contract involving progress payments, or, state Costs of Issuance, if applicable):

Amount, if any, that is to used for a Deferred Cost:

(E)	Fund or Account from which disbursement to be made: 2019A The undersigned hereby certifies that:
XXXD obligations in the  stated  amount set forth  above have been incurred  by  the Issuer,

or
□	this requisition is for Costs of Issuance payable from the Acquisition and
Construction Fund that have not previously been paid;

each disbursement set forth above is a proper charge against the Acquisition and Construction Fund;

each disbursement set forth above was incurred in  connection  with  the acquisition and/or construction of the Project;

each disbursement represents a Cost of the Project which has not previously been
paid.

D-1

The undersigned hereby further certifies that there has not been filed with or served upon the Issuer notice of any lien, right to lien, or attachment upon, or claim affecting the right to receive payment of, any of the moneys payable to the Payee set forth above, which has not been released or will not be released simultaneously with the payment hereof.

The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the Issuer is at the date of such certificate entitled to retain.

Originals or copies of the invoice(s) from the vendor of the property acquired or the services rendered, or other appropriate documentation of costs paid, with respect to which disbursement is hereby requested are on file with the Issuer.

WILFORD PRESERVE DEVELOPMENT DISTRICT

B, y	 	
R

CONSULTING ENGINEER'S APPROVAL FOR NON-COST OF ISSUANCE REQUESTS ONLY

If this requisition is for a disbursement for other than Costs of Issuance, the undersigned Consulting Engineer hereby certifies that this disbursement is for a Cost of the Project and is consistent with: (i) the applicable acquisition or construction contract; (ii) the plans and specifications for the portion of the Project with respect to which such disbursement is being made; and (iii) the report of the Consulting  Engineer,  as such  report shall have  been amended or modified on the date hereof .

0-2

Eisman
&BJJ.§§.Q
6455 Powers Avenue
Jacksonville, FL 32217
904-733-1478

Wilford Preserve COD CO
9556 HistoricKings Road S., Suite 102 Jacksonville, FL 32257

Invoice number Date

2233-27
09/10/2021

Glynn Taylor	Project 2233 Wilford Reserve, Phase 1

Professional Services through 08/27/2021.

CEI SERVICES

Project Manager
Elie M. Assi Sr. Inspector Leonel J. Diaz

Billed                                Hours 	Rate	Amount

2.00	145.20	290.40

12.00	76.56	918.72

Phase subtotal	1,209.12

Invoice total	1,209.12

Invoice Summary
Contract	Total	Current
Description	Amount	Billed	Remaining	Billed

CEI SERVICES	153,184.00	147,660.48	5,523.52	1,209.12

Total	153,184.00	147,660.48	5,523.52	1,209.12

Aging Summary
Invoice Number	Invoice Date	Outstandin		Current	Over 30	Over60	Over 90	Over120 2233-27	09/10/2021		1,209.12	1,209.12
Total	1,209.12	1,209.12	0.00	0.00	0.00	0.00

Wilford Preserve CDD CO	Invoice number 2233-27	Invoice date 0911012021 Pag e 1 of 2

FORM OF REQUISITION
WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENT BONDS, SERIES 2019A

The undersigned, a Responsible Officer of the Wilford Preserve Community  Development District (the "Issuer") hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenture from the Issuer to U.S. Bank National Association, as trustee (the "Trustee"), dated as of July 1, 2018, as supplemented  by that certain First Supplemental Trust Indenture dated as of November 1, 2019, (collectively, the "Indenture") (all capitalized terms used herein shall have the meaning ascribed to such  term in the Indenhtre):

Requisition Number: 104

Name of Payee: England-Thims & Miller, Inc.

Amount Payable: $10,434.67

Purpose for which paid or incurred (refer also to specific contract if  amount is  due and payable pursuant to a contract involving progress payments, or, state Costs of Issuance, if applicable): Services contract with Wilford Preserve COD

Amount, if any, that is to used for a Deferred Cost:

(E)	Fund or Account from which disbursement to be made: 2019A The undersigned hereby certifies that:
XXXD obligations in the stated amount  set forth above have  been  incurred  by the Issuer,

or

D	this requisition is for Costs of Issuance payable from the Acquisition and Construction Fund that have not previously been paid;

each disbursement set forth above is a proper charge against the Acquisition and Construction Fund;

each disbursement set forth above was incurred in  connection  with  the acquisition and/or construction of the Project;

each disbursement represents a Cost of the Project which has not previously been
paid.

D-1

The undersigned hereby further certifies that there has not been filed with or served upon the Issuer notice of any lien, right to lien, or attachment upon, or claim affecting the right to receive payment of, any of the moneys payable to the Payee set forth above, which has not been released or will not be released simultaneously with the payment hereof.

The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the Issuer is at the date of such certificate entitled to retain.

Originals or copies of the invoice(s) from the vendor of the property acquired or the services rendered, or other appropriate documentation of costs paid, with respect to which disbursement is hereby requested are on file with the Issuer.

WILFORD PRESERVE DEVELOPMENT DISTRICT

CONSULTING ENGINEER'S APPROVAL
FOR NON-COST OF ISSUANCE REQUESTS ONLY

If this requisition is for a disbursement for other than Costs of Issuance, the undersigned Consulting Engineer hereby certifies that this disbursement is for a Cost of the Project and is consistent with: (i) the applicable acquisition or construction contract; (ii) the plans and specifications for the portion of the Project with respect to which such disbursement is being made; and (iii) the report of the Consulting  Engineer,  as such report shall have been  amended  or modified on the date hereof.

D-2

Chad Sigmon	September 3, 2021		
Dream Finders Homes, LLC	Project No:	17186.14000	
14701 Philips Highway	Invoice No:	0199485	
Suite 300
Jacksonville, FL 32256			

Project	17186.14000	Wilford Preserve Phase 2 - CEI Services Professional Services ren dered through August 28, 2021
Professional Personnel
Hours	Rate	Amount
Project Manager
Donchez, James	8/7/2021	1.00	123.97	123.97	
Donchez, James	8/14/2021	.50	123.97	61.99	
Donchez, James	8/21/2021	.50	123.97	61.99	
Donchez, James	8/28/2021	.50	123.97	61.99	

Brooks, Jeffrey	8/14/2021	2.00	101.20	202.40	
Hicks, Joshua	8/7/2021	1.50	75.27	112.91		
Hicks, Sommer	8/7/2021	4.50	75.27	338.72		
Hicks, Sommer	8/14/2021	3.00	75.27	225.81		
Hicks, Sommer	8/21/2021	4.00	75.27	301.08		
Hicks, Sommer	8/28/2021	7.50	75.27	564.53		
Totals		25.00		2,055.39		
Total Labor					2,055.39	

Assistant Project Manager Sr. Inspector

Expenses
Mileage	115.50
Total Expenses	1.15 times	115.50	132.83
Invoice Total this Period	 	$21188.22

England-Thim)&millczr,lnc.
ENGINEERS I   PLANNERS I   SURVEYORS I   OIS•LANDSCAPE AFK>IITECTS
14n60ld SI. Ao,iua&,, Rood •-	. Poodll:12268 •1o 91M,aj2-IOO0•lax90Hl  ;:.l<II$
CA-oooo2664  LC-(l{0)3l6

Dream Finders Homes, LLC	September 3, 2021		
14701 Philips Highway	Project No:	17186.31000	
Suite 300	Invoice No:	0199509	
Jacksonville, FL 32256			
Project	17186.31000
 r£ft5§!0 '!!,	i		e!1?D2e_re_s	Wilford Preserve Phase 3A & 3B - CEI
!. ID£  U_9'l.A fil!!!  8_22,21.  			
Task	01	Limited Dev (CEI) Inspection Services for Phase 1A		
Total Fee	63,434.27		
Percent Complete	38.00  Total Earned	24,105.02		
	Previous Fee Billing	20,298.97		
	Current Fee Billing	3,806.05		
	Total Fee	3,806.05	
	Total this Task	$3,806.05	
	Invoice Total this Period = = = =	$31806.05
::::::::=,:,!:== =	

. 

England·Thim) &millC!r, Inc.
ENCHERSI    Pl.JJJNERS I   SURVEYORS I   GIS' LANOSCAPE ARCHITECTS
14115Cld SI. A"lw  • Ao,d• Ja-	. Ao>lda 32200•1d       6'2-6900•••      -840·!M85
,00002SB,I  LC-0000:116

Dream Finders Homes, LLC	June 3, 2021		
14701 Philips Highway	Project No:	17186.31000	
Suite 300	Invoice No:	0198239	
Jacksonville, FL 32256			

Project	17186.31000	Wilford Preserve Phase 3A & 3B - CEI
Profes!!onal 	rvice!   rendered through May 29, 2021 	_.
Task	01	Limited Dev (CEI) Inspection Services for Phase 1A

Total Fee	63,434.27			
Percent Complete	27.00 Total Earned	17,127.25		
	Previous Fee Billing	12,686.85		
	Current Fee Billing	4,440.40		
	Total Fee		4,440.40	

Total this Task

Invoice Total this Period = = = =

$4,440.40

$==4=,:4::::4:::::0:::=.4=0

England-Thim)&ffiillC!r,lnc.
ENGINEERS• PlANNERS •SURVEYORS• OIS•I.AMJSCAJ>EARCIITEOTS
14n5 adst  AIVJS[neAold  •JICil«rl'llil, Florida32258 •1e1 904-tl42·ll900 1 1aK II04-1346-114SS
CA-OOOOisMLO-O<IOCr.l18

FORM OF REQUISITION
WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENT BONDS, SERIES 2019A

The undersigned, a Responsible Officer of the Wilford Preserve  Community Development District (the "Issuer") hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenhtre from the Issuer to U.S. Bank National Association, as trustee (the "Trustee"), dated as of July l, 2018, as  supplemented  by that certain First Supplemental Trust Indenture dated as of November 1, 2019, (collectively, the "Indenture") (all capitalized terms used herein shall have the meaning ascribed to such term  in the Indenture):

Requisition Number: 105

Name of Payee: Taylor & White, Inc.

Amount Payable: $4,952.90

Purpose for which paid or incurred (refer also to specific contract if  amount  is due and payable pursuant to a contract involving progress payments, or, state Costs of Issuance, if applicable): Services contract with Wilford Preserve COD

Amount, if any, that is to used for a Deferred Cost:

(E)	Fund or Account from which disbursement to be made: 2019A The undersigned hereby certifies that:
X:XX[l obligations in the stated amount set forth above have been incurred  by  the Issuer,

or
□	this requisition is for Costs of Issuance payable from the Acquisition and
Construction Fund that have not previously been paid;

each disbursement set forth above is a proper charge against the Acquisition and Construction Fund;

each disbursement set forth above was incurred in  connection  with  the acquisition and/or construction of the Project;

each disbursement represents a Cost of the Project which has not previously been
paid.

D-1

The undersigned hereby further certifies that there has not been filed with or served upon the Issuer notice of any lien, right to lien, or attachment upon, or claim affecting the right to receive payment of, any of the moneys payable to the Payee set forth above, which has not been released or will not be released simultaneously with the payment hereof.

The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the Issuer is at the date of such certificate entitled to retain.

Originals or copies of the invoice(s) from the vendor of the property acquired or the services rendered, or other appropriate documentation of costs paid, with respect to which disbursement is hereby requested are on file with the Issuer.

WILFORD PRESERVE DEVELOPMENT DISTRICT

By:	ResponfeOfficer

CONSULTING ENGINEER'S APPROVAL FOR NON-COST OF ISSUANCE REQUESTS ONLY

If this requisition is for a disbursement for other than Costs of Issuance, the undersigned Consulting Engineer hereby certifies that this disbursement is for a Cost of the Project and is consistent with: (i) the applicable acquisition or construction contract; (ii) the plans and specifications for the portion of the Project with respect to which such disbursement is being made; and (iii) the report of the Consulting  Engineer, as  such report shall have been  amended or modified on the date hereof.

D-2

I
9556 Historic Kings Road S., Suite 102
Jacksonvma, Florida 32257
t: (904) 348--0871 • f: (904) 348-3051
www.TaylorandWhlte.com

Wilford Preserve COD	Invoice number	4256	
Attn: Bernadette Peregrino	Date	09/16/2021	
District Accountant			

475 WestTown Place, Suite 114 St. Augustine, FL 32092

Project 16050.1 WILFORD PRESERVE CD□

Professional Services Rendered through 09/12/2021. ~PAYMENT TERMS: NET 10 DAYS~ Project Manager: D. Glynn Taylor, P.E. - Principal: D. Glynn Taylor, P.E. *Denotes Hourly Task

Invoice Amount:
$4,952.90

Invoice Summary

Description	
Contract Amount	
Prior Billed	
Total Billed	
Percent Complete	
Current Billed	
*PHASE 2A REVISIONS	0.00	24,515.00	24,515.00	0.00	0.00	
ADDITIONAL SUPPLEMENTAL ENGINEER'S	5,000.00	5,000.00	5,000.00	100.00	0.00	
REPORT-CLOSED						
*TEMPORARY SALES TRAILER	0.00	565.00	565.00	0.00	0.00	
ENGINEER'S SUPPLEMENTAL REPORT (LS)-	5,000.00	5,000.00	5,000.00	100.00	0.00	
CLOSED						
*DISTRICT ENGINEER-HRLY-NTE	60,000.00	76,098.75	77,556.25	129.26	1,457.50	
*CONSTRUCTION OBSV/CERTS-HRLY-NTE	75,000.00	102,567.68	105,670.18	140.89	3,102.50	
*PURCHASING AGENT-HRLY	24,200.00	20,605.00	20,605.00	85.14	0.00	
*AMENITY CENTER MODIFICATION-CLOSED	0.00	23,740.00	23,740.00	0.00	0.00	
*SLEEVING PLAN-CLOSED	0.00	2,898.75	2,898.75	0.00	0.00	
*PROJECT ADMIN. & COORDINATION-HRLY-NTE	10,000.00	8,041.25	8,371.25	83.71	330.00	
REIMBURSABLES	0.00	8,942.89	9,005.79	0.00	62.90	
Total	179,200.00	277,974.32	282,927.22	157.88	4,952.90	

*District Engineer-HRL Y-NTE

Units

Billed Amount

D. Glynn Taylor, P.E.
ear ear ear
Jane M. White
req
Richard "JJ" Edwards

6.50	1,072.50

0.50	40.00

3.00	345.00

Attend conference call regarding Phase I curb damage. Create folder with all Phase I curb Damage documents for reference
Onsite to photo newly constructed curb at Greywood.
Coordinate with contractor regarding the repair video and laser scans for Phase II Storm Drainage Pipes

Phase subtotal	1,457.50

Invoice number 4256	T&W appreciates your business!
Page 1 of 2

Invoice date 09116/2021

Wilford Preserve COD	Invoice number	4256	
Project 16060.1 WILFORD PRESERVE COD	Date	09/16/2021	
*Construction Obsv/Certs-HRLY-NTE			

Units

Billed Amount

Barry M. Rohrer
Wilford ICPR model. Wilford ICPR model.
D. Glynn Taylor, P.E.
meeting with DFH & JDC eor
eor
Donald C. Spillane
Walked site to check curb cracks wl JJ
Ray A. Howard
Reviewed as-builts.
Richard "JJ" Edwards

6.50	812.50

5.00	825.00

3.50	402.50

1.50	142.50

5.00	575.00

Walk site for additional curb damage and to compare damge report to Contractor/Developer. Begin draing curb damage on "Curb Damage Sheets". Review with DGT.
Taylor L. Forth	3.00
curb sheets

345.00

*ProjectAdmin. & Coordination-HRLY-NTE

Phase subtotal	3,102.50

Billed

Units	Amount

D. Glynn Taylor, P.E.
Wilford COD meeting

2.00	330.00

 	

Reimbursables

Mileages
Onsite to walk phase J and verify curb damage
Onsite construction observations of the newly constructed curb instal/aition

subtotal

36.50	4,890.00

Billed Amount

62.90

Invoice total IL.    _ _4 _. 9_s_2s.o...,I

Invoice number 4256	T&W appreciates your businessI Page 2 of2

Invoice date 09/16/2021

FORM OF REQUISITION
WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENT BONDS, SERIES 2019A

The undersigned, a Responsible Officer of the Wilford Preserve  Community Development District (the "Issuer") hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenture from the Issuer to U.S. Bank National Association, as trustee (the "Trustee"), dated as of July 1, 2018, as supplemented  by that certain First Supplemental Trust Indenture dated as of November 1, 2019, (collectively, the "Indenture") (all capitalized terms used herein shall have the meaning ascribed to such term in the Indenture):

Requisition Number: 106

Name of Payee: Eisman & Russo

Amount Payable: $3,199.68

Purpose for which paid or incurred (refer also to specific contract if  amount  is due and payable pursuant to a contract involving progress payments, or, state Costs of Issuance, if applicable):

Amount, if any, that is to used for a Deferred Cost:

(E)	Fund or Account from which disbursement to be made: 2019A The undersigned hereby certifies that:
XX)GJ obligations in  the stated amount set forth above have been incurred  by  the Issuer,

or

D	this requisition is for Costs of Issuance payable from the Acquisition and Construction Fund that have not previously been paid;

each disbursement set forth above is a proper charge against the Acquisition and Construction Fund;

each disbursement set forth above was incurred in  connection  with  the acquisition and/or construction of the Project;

each disbursement represents a Cost of the Project which has not previously been
paid.

D-1

The undersigned hereby further certifies that there has not been filed with or served upon the Issuer notice of any lien, right to lien, or attachment upon, or claim affecting the right to receive payment of, any of the moneys payable to the Payee set forth above, which has not been released or will not be released simultaneously with the payment hereof.

The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the Issuer is at the date of such certificate entitled to retain.

Originals or copies of the invoice(s) from the vendor of the property acquired or the services rendered, or other appropriate documentation of costs paid, with respect to which disbursement is hereby requested are on file with the Issuer.

WILFORD PRESERVE DEVELOPMENT DISTRICT

By:   	
Responsible Officer

CONSULTING ENGINEER'S APPROVAL
FOR NON-COST OF ISSUANCE REQUESTS ONLY

If this requisition is for a disbursement for other than Costs of Issuance, the undersigned Consulting Engineer hereby certifies that this disbursement is for a Cost of the Project and is consistent with: (i) the applicable acquisition or construction contract; (ii) the plans and specifications for the portion of the Project with respect to which such disbursement is being made; and (iii) the report of the  Consulting  Engineer,  as such report shall have been amended or modified on the date hereof.

/:?	
L---""

D-2

r1•sman
&!llJ§.;j.Q
6455 Powers Avenue
Jacksonville, FL 32217
904-733-1478

Wilford Preserve COD CO
9556 Historic Kings Road S., Suite 102 Jacksonville, FL 32257

Invoice number Date

2233-28
10/07/2021

Glynn Taylor	Project 2233 Wilford Reserve, Phase 1

Professional Services through 09/30/2021.

CEI SERVICES

Project Manager
Elie M. Assi Sr. Inspector Leonel J. Diaz

Billed Hours 	Rate	Amount

2.00	145.20	290.40

38.00	76.56	 	2,909.28
Phase subtotal	3,199.68

Invoice total	3,199.68

Invoice Summary
Contract	Total	Current
Description	Amount	Billed	Remaining	Billed

CEI SERVICES	 	153,184.00	150,860.16	2,323.84	3,199.68
Total	153,184.00	150,860.16	2,323.84	3,199.68

Aging Summary
Invoice Number	
Invoice Date	
Outstanding	
Current	
Over30	
Over60	
Over 90	
Over 120	
2233-28	10/07/2021	3,199.68	3,199.68					
	Total	3,199.68	3,199.68	0.00	0.00	0.00	0.00	

Wilford Preserve COD CO	Invoice number 2233-28	Invoice date 10/07/2021 Page 1 of 2

SEVENTH ORDER OF BUSINESS

A.

Wilford Preserve
Community Development District

Unaudited Financial Statements as of
September 30, 2021

WILFORD PRESERVE
Community Development District Combined Balance Sheet September 30, 2021

 	General		 	Debt Service		 	Capital Project		 	Totals	
Assets:		
Cash	$52,245	---	---	$52,245	
Investments:					
Debt Service 2018B					
Reserve	---	$358,225	---	$358,225	
Revenue	---	$14,269	---	$14,269	
Prepayment	---	$461,378	---	$461,378	
Construction	---	---	$445	$445	
Debt Service 2019A					
Reserve	---		$183,157		---		$183,157	
Revenue	---		$206,011		---		$206,011	
Construction	---		---		$2,372,340		$2,372,340	
Custody	$1,819		---		---		$1,819	
Utility Deposits	$150		---		---		$150	
Prepaid Expenses	$9,577		---		---		$9,577	
Total Assets	 	$63,791 		$1,223,040		$2,372,785		$3,659,615	

Liabilities:								
Accounts Payable	$4,289		---		---		$4,289	
Fund Balances:					
Restricted for 2018B Debt Service	---	$833,872	---	$833,872	
Restricted for 2019A Debt Service	---	$389,168	---	$389,168	
Restricted for 2018B Capital Projects	---	---	$445	$445	
Restricted for 2019A Capital Projects	---	---	$2,372,340	$2,372,340	
Nonspendable	$9,577	---	---	$9,577	
Unassigned	 	$49,925 	 	$0 	 	$0 	 	$49,925 	
Total Liabilities & Fund Equity	 	$63,791 	$1,223,040	$2,372,785	$3,659,615	

REVENUES:		
Assessments - Tax Roll	$87,518	$87,518	$87,806	$288	
Assessments - Direct Assesments	$81,593	$81,593	$81,593	$0	
Interest	$0	$0	$2	$2	
Developer Contributions	$146,014	$146,014	$0	($146,014)	
Micellaneous Revenue	$0	$0	$495	$495	
TOTAL REVENUES	$315,125	$315,125	$169,896	($145,229)	
EXPENDITURES:					
ADMINISTRATIVE:					
Engineering	$10,000	$10,000	$3,861	$6,139	
Arbitrage	$1,200	$1,200	$1,200	$0	
Dissemination Agent	$7,000	$7,000	$7,000	$0	
Attorney	$20,000	$20,000	$4,976	$15,024	
Annual Audit	$5,800	$5,800	$5,800	$0	
Assessment Administration	$5,000	$5,000	$5,000	$0	
Trustee Fees	$6,000	$6,000	$6,860	($860)	
Management Fees	$45,000	$45,000	$45,000	$0	
Information Technology	$1,200	$1,200	$1,200	$0	
Telephone	$300	$300	$119	$181	
Postage	$1,000	$1,000	$121	$879	
Printing & Binding	$1,500	$1,500	$883	$617	
Insurance	$6,100	$6,100	$5,920	$180	
Legal Advertising	$5,000	$5,000	$2,653	$2,347	
Other Current Charges	$600	$600	$468	$132	
Office Supplies	$500	$500	$60	$440	
Dues, Licenses & Subscriptions	$175	$175	$175	$0	
Total Administrative	$116,375	$116,375	$91,296	$25,079	

Grounds Maintenance:					
Insurance	$8,000	$8,000	$0	$8,000	
Pool Monitors	$5,000	$5,000	$0	$5,000	
Field Operations Manager	$30,000	$30,000	$0	$30,000	
Office Supplies / Mailings / Printing	$600	$600	$0	$600	
Pool Maintenance	$20,000	$20,000	$0	$20,000	
Permit Fees	$450	$450	$0	$450	
Landscape Maintenance	$40,000	$40,000	$42,828	($2,828)	
Irrigation Maintenance	$1,000	$1,000	$0	$1,000	

Lake Maintenance	$7,500	$7,500	$8,724	($1,224)	
General Facility Maintenance	$15,000	$15,000	$0	$15,000	
Streetlighting	$15,000	$15,000	$0	$15,000	
Telephone/Cable/Internet	$2,500	$2,500	$0	$2,500	
Electric	$15,000	$15,000	$0	$15,000	
Water/Sewer/Irrigation	$20,000	$20,000	$3,355	$16,645	
Refuse Service	$2,000	$2,000	$0	$2,000	
Janitorial Services	$9,500	$9,500	$0	$9,500	
Special Events	$6,000	$6,000	$0	$6,000	
Recreational Passes	$1,200	$1,200	$0	$1,200	
Total Grounds Maintenance	$198,750	$198,750	$54,907	$79,793	
					
TOTAL EXPENDITURES	$315,125	$315,125	$146,203	$104,872	
					
EXCESS REVENUES (EXPENDITURES)	$0		$23,693		
FUND BALANCE - Beginning	$0		$35,809		
FUND BALANCE - Ending	$0		$59,502		

WILFORD PRESERVE
Community Development District
General Fund
Month By Month Income Statement Fiscal Year 2021

October	
November	
December	
January	
February	
March	
April	
May	
June	
July	
August	
September	
Total	
Revenues:														
Assessments - Tax Roll	$0	$1,295	$82,975	$0	$661	$0	$0	$674	$2,200	$0	$0	$0	$87,806	
Assessments - Direct Assesments	$0	$0	$0	$0	$0	$0	$81,593	$0	$0	$0	$0	$0	$81,593	
Interest	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$2	
Developer Contributions	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Miscellaneous Revenue	$0	$0	$70	$0	$139	$0	$78	$0	$61	$0	$0	$148	$495	
Total Revenues	$0	$1,295	$83,045	$0	$800	$0	$81,671	$675	$2,262	$0	$0	$148	$169,896	

Expenditures:														
Administrative
Engineering	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$3,861	
$0	
$3,861	
Arbitrage	$0	$0	$0	$600	$0	$0	$0	$0	$0	$0	$600	$0	$1,200	
Dissemination Agent	$583	$583	$583	$583	$583	$583	$583	$583	$583	$583	$583	$583	$7,000	
Attorney	$1,509	$0	$0	$0	$1,181	$481	$859	$947	$0	$0	$0	$0	$4,976	
Annual Audit	$3,800	$0	$0	$2,000	$0	$0	$0	$0	$0	$0	$0	$0	$5,800	
Assessment Administration	$5,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$5,000	
Trustee Fees	$2,875	$0	$3,142	$0	$0	$0	$0	$0	$0	$0	$842	$0	$6,860	
Management Fees	$3,750	$3,750	$3,750	$3,750	$3,750	$3,750	$3,750	$3,750	$3,750	$3,750	$3,750	$3,750	$45,000	
Information Technology	$100	$100	$100	$100	$100	$100	$100	$100	$100	$100	$100	$100	$1,200	
Telephone	$0	$0	$0	$0	$0	$28	$14	$14	$21	$23	$19	$0	$119	
Postage	$6	$19	$5	$19	$6	$9	$3	$17	$11	$15	$6	$6	$121	
Printing & Binding	$0	$0	$70	$16	$191	$75	$2	$121	$188	$65	$21	$133	$883	
Insurance	$5,920	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$5,920	
Legal Advertising	$1,446	$122	$0	$224	$115	$75	$115	$110	$75	$374	$0	$0	$2,653	
Other Current Charges	$50	$35	$40	$48	$33	$37	$34	$37	$37	$50	$35	$32	$468	
Office Supplies	$6	$0	$0	$0	$10	$8	$0	$8	$11	$5	$6	$5	$60	
Dues, Licenses & Subscriptions	$175	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$175	
Total Administrative Expenses	$25,219	$4,609	$7,691	$7,341	$5,969	$5,145	$5,460	$5,686	$4,777	$4,965	$9,825	$4,610	$91,296	

Gournds Maintenance
Insurance	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	
Pool Monitors	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Field Operations Manager	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Office Supplies / Mailings / Printing	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Pool Maintenance	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Permit Fees	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Landscape Maintenance	$3,329	$3,329	$3,329	$3,329	$3,329	$3,329	$3,329	$3,329	$3,329	$4,289	$4,289	$4,289	$42,828	
Irrigation Maintenance	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Lake Maintenance	$727	$727	$727	$727	$727	$727	$727	$727	$727	$727	$727	$727	$8,724	
General Facility Maintenance	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Streetlighting	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Telephone/Cable/Internet	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Electric	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Water/Sewer/Irrigation	$0	$0	$0	$0	$0	$0	$0	$0	$234	$1,530	$1,110	$480	$3,355	
Refuse Service	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Janitorial Services	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Special Events	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Recreational Passes	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Total Grounds Maintenance Expenses	$4,056	$4,056	$4,056	$4,056	$4,056	$4,056	$4,056	$4,056	$4,290	$6,546	$6,126	$5,496	$54,907	
														
Total Expenses	$29,275	$8,665	$11,747	$11,397	$10,025	$9,201	$9,516	$9,742	$9,067	$11,511	$15,951	$10,106	$146,203	
														
Excess Revenues (Expenditures)	($4,056)	($3,314)	$75,354	($7,341)	($5,169)	($5,145)	$76,211	($5,012)	($2,515)	($4,965)	($9,824)	($4,462)	$23,693	

	Adopted
Budget	Prorated
09/30/21	Actual
09/30/21	
Variance	

REVENUES:					
Assessment - Direct	$276,575	$276,575	$130,238	($146,338)	
Assessment - Lot Closing	$0	$0	$5,188	$5,188	
Interest Income	$1,000	$1,000	$24	($976)	
Prepayment	$0	$0	$550,169	$550,169	
TOTAL REVENUES	$277,575	$277,575	$685,618	$408,043	

EXPENDITURES:					
Series 2018
Interest Expense - 11/01	
$139,725	
$139,725	
$139,725	
$0	
Principal Prepayment -11/1	$50,000	$50,000	$265,000	($215,000)	
Interest Expense - 2/01	$0	$0	$934	($934)	
Principal - Prepayment 2/01	$0	$0	$65,000	($65,000)	
Interest Expense - 05/01	$138,288	$138,288	$130,238	$8,050	
Interest Expense - 08/01	$0	$0	$791	($791)	
Principal Prepayment - 8/01	$0	$0	$55,000	($55,000)	
TOTAL EXPENDITURES	$328,013	$328,013	$656,688	($328,675)	

OTHER SOURCES/(USES)					
Transfer In/(Out)	$0	$0	($18)	($18)	
TOTAL OTHER SOURCES AND USES	$0	$0	($18)	($18)	
					
EXCESS REVENUES (EXPENDITURES)	($50,438)		$28,913		

FUND BALANCE - Beginning	
$200,910		
$804,959		
FUND BALANCE - Ending	 	$150,472 		$833,872		

	Proposed
Budget	Prorated
09/30/21	Actual
09/30/21	
Variance	

REVENUES:					
Assessment - Tax Roll	$154,430	$154,430	$154,938	$508	
Assessment - Direct	$367,197	$367,197	$367,197	$0	
Prepayments	$0	$0	$0	$0	
Interest Income	$0	$0	$18	$18	
TOTAL REVENUES	$521,628	$521,628	$522,154	$526	

EXPENDITURES:					
Series 2019A
Interest Expense - 11/01	
$198,990	
$198,990	
$198,990	
$0	
Principal - Prepayment 11/1	$20,000	$20,000	$20,000	$0	
Interest Expense - 05/01	$198,990	$198,990	$198,480	$510	
Principal Expense - 5/01	$125,000	$125,000	$125,000	$0	
TOTAL EXPENDITURES	$542,980	$542,980	$542,470	$510	

OTHER SOURCES/(USES)					
Transfer In/(Out)	$0	$0	$0	$0	
TOTAL OTHER SOURCES AND USES	$0	$0	$0	$0	
					
EXCESS REVENUES (EXPENDITURES)	($21,352)		($20,316)		

FUND BALANCE - Beginning	
$226,451		
$409,484		
FUND BALANCE - Ending	 	$205,099 		$389,168		

CAPITAL PROJECTS FUND
Statement of Revenues & Expenditures  For the Period ending September 30, 2021

	Series
2018B		Series
2019A	

REVENUES:				
Interest Income	$0		$160	
Developer Contributions	$0		$0	
TOTAL REVENUES	$0		$160	

EXPENDITURES:				
Capital Outlay	$0		$540,572	
TOTAL EXPENDITURES	$0		$540,572	

OTHER SOURCES/(USES)				
Interfund Transfer	$18		$0	
TOTAL OTHER SOURCES/(USES)	$18		$0	
				
EXCESS REVENUES (EXPENDITURES)	$18		($540,412)	
				
FUND BALANCE - Beginning	$427		$2,912,752	
				
FUND BALANCE - Ending	$445		$2,372,340	

Long Term Debt Report

SERIES 2018B, SPECIAL ASSESSMENT BONDS	
INTEREST RATES:	5.75%	
MATURITY DATE:	5/1/2028	
RESERVE FUND DEFINITION	MAXIMUM ANNUAL DEBT SERVICE	
RESERVE FUND REQUIREMENT	$358,225	
RESERVE FUND BALANCE	$358,225	
BONDS OUTSTANDING - 7/23/18	$6,230,000	
Less: May 1, 2020	($990,000)	
Less: August 1, 2020	($380,000)	
Less: November 1, 2020	($265,000)	
Less: February 1, 2021	($65,000)	
Less: August 1, 2021	($55,000)	
CURRENT BONDS OUTSTANDING	$4,475,000	

SERIES 2019A, SPECIAL ASSESSMENT BONDS	
INTEREST RATES:	4.6% - 5.2%	
MATURITY DATE:	11/1/2049	
RESERVE FUND DEFINITION	35% of MAXIMUM ANNUAL DEBT SERVICE	
RESERVE FUND REQUIREMENT	$183,045	
RESERVE FUND BALANCE	$183,149	
BONDS OUTSTANDING - 11/1/19	$7,985,000	
Less: May 1, 2020	($120,000)	
Less: November 1, 2020	($20,000)	
Less: May 1, 2021	($125,000)	
CURRENT BONDS OUTSTANDING	$7,720,000	

B.

WILFORD PRESERVE COMMUNITY DEVELOPMENT DISTRICT	
Fiscal Year 2021 Summary of Assessment Receipts	

ASSESSED	# UNITS ASSESSED	SERIES 2019A
DEBT ASMT (1)	FY21 O&M ASMT (1)	TOTAL ASSESSED	
DFC WILFORD LLC	248	367,197.42	81,593.26	448,790.68	
NET DIRECT INVOICE	248	367,197.42	81,593.26	448,790.68	
NET ASSESSMENTS TAX ROLL	133	154,430.40	87,518.09	241,948.49	
TOTAL NET ASSESSMENTS	381	521,627.82	169,111.35	690,739.17	
	
RECEIVED	BALANCE DUE	SERIES 2019A
DEBT PAID	O&M PAID	TOTAL PAID	
DFC WILFORD LLC	-	367,197.42	81,593.26	448,790.68	
TOTAL DUE / RECEIVED DIRECT	-	367,197.42	81,593.26	448,790.68	
TAX ROLL DUE / RECEIVED	(795.72)	154,938.29	87,805.92	242,744.21	
TOTAL DUE / RECEIVED	(795.72)	522,135.71	169,399.18	691,534.89	

SUMMARY OF TAX ROLL RECEIPTS	

CLAY COUNTY DISTRIBUTION	
DATE RECEIVED	
AMOUNT RECEIVED	SERIES 2019A DEBT
RECEIPTS	
O&M RECEIPTS	
1	11/18/2020	3,580.05	2,285.07	1,294.98	
2	12/1/2020	1,790.02	1,142.53	647.49	
3	12/4/2020	205,892.86	131,416.88	74,475.98	
4	12/17/2020	21,706.53	13,854.80	7,851.73	
5	1/14/2021	-	-	-	
6	2/19/2021	1,827.32	1,166.34	660.98	
7	3/19/2021	-	-	-	
8	4/12/2021	-	-	-	
9	5/11/2021	1,864.61	1,190.14	674.47	
10	6/5/2021	2,163.34	1,380.81	782.53	
TAX CERTIFICATES	6/11/2021	3,919.48	2,501.72	1,417.76	
			-	-	
			-	-	
			-	-	
			-	-	
			-	-	
			-	-	
TOTAL TAX ROLL RECEIPTS		242,744.21	154,938.29	87,805.92	

(1)Series 2019A Debt and O&M due 50% 10/1/20, 25% due 2/1/21, and 25% due 5/1/21

Series 2018B Bond Debt must be paid in full on a per lot basis upon sale	
to a builder/homeowner. Interest on remaining Debt Assessed due 50%	

C.

WILFORD PRESERVE
Community Development District

Check Register Summary- General Fund

Check Date	9/1/2021-9/30/2021

Check #'s	

Total Amount	
9/7/21	231-232	$4,889.00	
9/22/21	233-236	$15,149.00	
Total		 	$20,038.00		

Grau and Associates
951 W. Yamato Road, Suite 280 Boca Raton , FL 33431- www.graucpa.com

Phone: 561-994-9299	Fax: 561-994-5823

Wilford Preserve COD
1408 Hamlin Avenue, Unit E Saint Cloud, FL 34771

Invoice No.	21612 Date	08/30/2021

---	--- ----	 	

SERVICE	AMOUNT

Arbitrage - Series 20188 FYE 6/3012021
,,_.-

exp 8/2021	,oA
\	, :)IO• SY3tx:>."3U c0

$	600.00

Current Amount Due	$	600.00

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0 -30	31- 60	61 - 90	91 -120	Over 120	Balance	
600.00	0.00	0.00	0.00	0.00	600.00	
Payment due upon receipt.

L A

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,"'YELLOWSTONE
S C A P E

.....

INVOICE

Bill To:
Wilford Preserve COD
c/o Governmental Management Services, LLC 475 West Town Place
Suite 114
St. Augustine, FL 32092
Property Name:	Wilford Preserve COD

INVOICE #	"	; DATE	
JAX 253757	8/15/2021	
-"	•-·-• · ·			
I		
Net 30		

Remit To:
Yellowstone Landscape PO Box 101017
Atlanta, GA 30392-1017

Invoice Due Date: September 14, 2021
Invoice Amount:	$4,289.00

•Cl'JPtlon	.0	·1-   0 11
Monthly Landscape Maintenance August 2021	$4,289.00

\	.. '3 30 .srrlJ)v. y
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$ 4,289.00

Should you have any questions or inquiri es please call (386) 437-6211.
Yellowstone Landscape I Post Office Box 849 I Bunnell FL 32110 I Tel 386.437.6211 I Fax 386.437.1286

 91§ce

& R,sk Adv•socs

INVOICE

Customer

Acct#	Wilford Preserve Community Development District
704	
Date ·.	09/09/2021	
Customer
Service	
Kristina Rudez	
Page	1 of 1	

Wilford Preserve Community Development District c/o Governmental Management Services
475 West Town Place, Ste 114 St. Augustine, FL 32092

Payment 1mormation	
Invo ice Summary	$	6,127.00	
Payment Amount		
Payment for:	lnvoice#14228	
100121301	

Thank You

Piease detach and return with payment
x	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Customer: Wilford Preserve Community Development District

Invoice	I	Effective	Transaction	Description	Amount	
				Policy #100121301 10/01/2021-10/01/2022		
				Florida Insurance Alliance		
14228	I	1010112021	Renew policy	- -];0"2,,""Z,,		
				Package - R w	policy		6,127.00	
				Due Date: 9/9/2021		
				
--\ -I-'\ _r, -:-0     - ·-1     --	
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(>\
\'   ".3u)I       t5'6\)'0 • l	Total	
	$	6,127.00	
	Thank You	
FOR PAYMENTS SENT OVERNIGHT:
Egis Insurance Advisors LLC, Fifth Third Wholesale Lockbox, Lockbox #234021, 4900 W. 95th St Oak/awn, IL 60453		

Remit Payment To: Egis Insurance Advisors, LLC	(321)233-9939 Lockbox 234021 PO Box 84021
Chicago, IL 60689-4002	sclimer@egisadvisors.com	Date	
	09/09/2021	

Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Invoice

BIii To:
Wilford Preserve CDD 475 Wast Town Place Suite 114
St. Augustine, FL 32092

Invoice #:  59
Invoice Date:  9/1/21
Due Date: 9/1/21
Case:
P.O. Number:

[

Management Fees - September 2021

( , 3,t!), 0 3oO. S

Information Technology - September 2021

Dissemination Agent Services - September 2021	I. 311>. S')':?,Oi) tSf:l

l •) 10- 'S'l'J0 - 3S10

3,750.1
100.1
583.:

Postage

Copies	'I3,0 .sr	.'-\"2-'S'OC>

Office Supplies

,I	I I) 15 l '3-00 . 00

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5.1
133.l

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3,750.00
100.00
583.33
5.33
5.61
133.35

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,...,

Description	,,	Hours/Qty	Rate	Amount

Total	$4,577.62	
Payments/Credits	$0.00	
Balance Due	$4,577.62	

s	LITUDE

INVOICE
Invoice Number:	PI-A00667568

LAKE MANAGEMENT

Voice : (888) 480-5253 Fax: (888) 358-0088

Invoice Date:	09/01/21

PROPERTY:		Wilford Preserve COD

SOLD TO: Wilford Preserve COD
Governmental Management Services 475 West Town Place, Suite 114
St Augustine, FL 32092 United States

CUSTOMER ID
10842

CUSTOMER PO

Payment Terms
Net 30

Sales Rep ID
Katie Cabanillas

Qty   Item / Description

Shipment Method

Ship Date

UOM	Unit Price

Due Date
10/01/21

Extension

Lake & Pond Management Services SVR51988 09/01/21 - 09/30/21
Lake & Pond Management Services

727.00	727.00

Gr-	u  r-•  ·1  \1 'l   r(:  -

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PLEASE REMIT PAYMENT TO:

1320 Brookwood Drive, Suite H Little Rock, AR 72202

Subtotal Sales Tax Total Invoice
Payment Rec eived
TOTAL

727.00
0.00
727.00
0.00
727.00

www.solitudelakemanagement.com	www.aeratorsaquatics41akesnponds.com

[!ljbank.

	3/3	
Invoice Number:	6238761		
Invoice Date:	08/25/2021		
Account Number:
Direct Inquiries To:	224903000
STACEY JOHNSON		
Phone:	407-835-3805		

Corpor ate Trust Services EP-MN-WN3L
60 Livingston Ave . St. Paul, MN 55107

WILFORD PRESERVE COD SERIES 2018B

Accounts Included	224903000 In This Relationship:

224903001	224903002

1-zA

224903003

224903004

CURRENT CHARGES SUMMARIZED FOR ENTIRE RELATIONSHIP
Detail of Current Char9.es	Volume	Rate	Portion of Year	Total Fees

04200 Trustee	1.00	3,450.00	100.00%
Subtotal Administration Fees - In Advance 08/01/2021 - 07/31/2022

$3,450.00
$3,450.00

Incidental Expenses	3,450.00	0.0775	$267.38	
Subtotal Incidental Expenses			$267.38	
TOTAL AMOUNT DUE			$3,717.38	

0i\J\ I I

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l .	o  .I	ro- ,oeeo	$	1-,/l/)S'.

\v,,I.	'3Io.	'51	oO ,  3 7-3GO  -=- •'2-l,,I	3

The fees shown on this invoice are reflective of the most recent fee schedule or notice of fee ,1djustment prov ided by U.S. Bank.

·..,,_·. •-;;:I.:

Page 2 of 2

J- ,:.

bank,	2/3

Corporate Trust Services EP MN-WN3L
60 Livingston Ave.
St . Paul, MN 55107

Invoice Number : Account Number: Invoice Date: Direct Inquiries To: Phone:

6238761
224903000
08/25/2021
STACEY JOHNSON
407-835-3805

WILFORD PRESERVE COMMUNITY DEV DIST ATTN DISTRICT MANAGER
475 W TOWN PLACE STE 114 ST AUGUSTINE FL 32092

WILFORD PRESERVE COD SERIES 2018B

The follow ing Is a statement of tran sactions pertaining to your account. For further informat ion, plea se review the attached.
STATEMENT SUMMARY

PLEASE REMIT BOTTOM COUPON PORTION OF THIS PAGE WITH CHECK PAYMENT OF INVOICE.

TOTAL AMOUNT DUE	$3,717.38
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.

STACEY JOHNSON

.. ... . ..	407 -835 c 3805

'

Ph◊Mi:

Direct Inquiries Jci;:

6238761
224903000
$3;717:.38

Invoice Number.: Account Number: Current Due:

WILFORD PRESERVE COD SERIES 2018B

Wire Instructions:
U.S. Bank
ABA # 091000022
Acct# 1-801-5013-5135
Trust Acct# 224903000
Invoice# 6238761 Attn: Fee Dept St. Paul

Please mail payments to:
U.S. Bank CM-9690
PO BOX 70870
St. Paul, MN 55170-9690

i '