Poinciana West Community Development District

Agenda Package August 15, 2018

AGENDA

Poinciana West
Community  Development District
135 W. Central Blvd., Suite 320, Orlando, Florida 32801
Phone: 407-841-5524- Fax: 407-839-1526

August 8, 2018

Board of Supervisors Poinciana West Community Development District

Dear Board Members:

The Board of Supervisors of Poinciana West Community Development District will meet Wednesday, August 15, 2018 at 12:30 PM at the Starlight Ballroom, 384 Village Drive, Poinciana, Florida. Following is the advance agenda for the meeting:

Roll Call
Pledge of Allegiance
Public Comment Period on Agenda Items
Approval of Minutes of the July 18, 2018 Meeting
Consideration of Proposal from Clarke for Aquatic Pond Maintenance
Public Hearing
Consideration of Resolution 2018-11 Adopting the Fiscal Year 2019 Budget and Relating to the Annual Appropriations
Consideration of Resolution	2018-12	Imposing Special Assessments and Certifying an Assessment Roll
Discussion of Proposals for Amenity Real Estate Transaction Legal Services
Staff Reports
Attorney
Litigation Update
Engineer
District Manager
1. Action Items List
ii. Approval of Check Register
m. Balance Sheet and Income Statement
iv. Approval of Fiscal Year 2019 Meeting Schedule
Field Manager
Field Manager's Report
Customer Complaint Log
Supervisor's Requests
General Audience Comments
Other Business
Next Meeting Date - September 5, 2018 (Joint CDD Meeting)
Adjournment

The second order of business is the reciting of the Pledge of Allegiance.

The third order of business is the Public Comment Period where the  public  has an  opportunity to be heard on propositions coming before the Board as reflected on the agenda, and any other items.
The fourth order of business is the approval of minutes from the July 18, 2018 meeting. The minutes are enclosed for your review.

The fifth order of business is the consideration of proposal from Clarke Environmental regarding aquatic pond maintenance. A copy of the proposal is enclosed for your review.
The sixth order of business is the public hearing on the budget and assessments. Section A is the consideration of Resolution 2018-11 adopting the Fiscal Year 2019 budget and relating to the annual appropriations. A copy of the Resolution and approved budget are enclosed for your review. Section B is the consideration of Resolution 2018-12 imposing special assessments and certifying an assessment roll. A copy of the Resolution is enclosed for your review and the assessment roll will be available at the meeting for review.

The seventh order of business is the discussion of proposals for amenity real estate transaction legal services. Three proposals are enclosed for your review.
The eighth order of business is Staff Reports. Section A is the Attorney's Report and an update on the litigation will be discussed under Sub-Section 1. Section C is the District Manager's Report. Sub-Section 1 includes the Action Items list for your review. Sub-Section 2 includes the check register for approval and Sub-Section 3 includes the balance sheet and income statement for your review. Sub-Section 3 is the approval of the Fiscal Year 2019 meeting schedule. A sample meeting notice is enclosed for your review. Section D is the  Field Manager's Report. The report and the monthly treatment reports are enclosed for your review. Sub-Section 2 includes the customer complaint log for review.

The balance of the agenda will be discussed at the meeting. In the meantime, if you have any questions, please contact me.

r-�

Sincerely,

!,'-

George S. Flint District Manager
CC:	Michael Eckert, District Counsel Kathleen Leo, District Engineer Brian Smith, Field Manager Darrin Mossing, GMS
Enclosures

MINUTES

MINUTES OF MEETING POINCIANA WEST
COMMUNITY DEVELOPMENT DISTRICT
The regular meeting of the Board of Supervisors of the Poinciana West Community Development District was held on Wednesday, July 18, 2018 at 12:30 p.m. in the Starlight Ballroom, 384 Village Drive, Poinciana, Florida.

Present and constituting a quorum were:
Leonard Vento Joe Gecewicz Shirley Bzdweka
Also present were:
George Flint Michael Eckert Kathy Leo Alan Scheerer
Pete Deglomine William Viasalyers Residents

Vice Chairman Assistant Secretary Assistant Secretary

District Manager District Counsel District Engineer Field Manager
Clarke Environmental GMS

The following is a summary of the discussions and actions taken at the July 18, 2018 Poinciana West Community Development District's Board of Supervisors Meeting.

FIRST ORDER OF BUSINESS	Roll Call
Mr. Vento called the meeting to order and all Board Members introduced themselves. A quorum was established.

SECOND ORDER OF BUSNESS	Pledge of Allegiance
The Pledge of Allegiance was recited.

THIRD ORDER OF BUSINESS	Public Comment Period on Agenda Items
Susan Godlewski commented that the website was much easier to navigate and thanked the Board. Mr. Vento closed the public comment period.

July 18, 2018	Poinciana West CDD

FOURTH ORDER OF BUSINESS	Approval of Minutes of the June 20, 2018
Meeting
Mr. Vento asked ifthere were any questions or comments to the minutes.

On MOTION by Ms. Bzdewka, seconded by Mr. Gecewicz, with all in favor, the Minutes of the June 20, 2018 Meeting were approved, as presented.

FIFTH ORDER OF BUSINESS	Review and Acceptance of Fiscal Year
2017 Audit Report
Mr. Flint stated that the report had already been filed with the State of Florida, as required, by June 30th• He noted that it was slightly delayed because of the transition in accounting and management companies, but that the timeframe was still met. He stated that the management letter, on page 33, reflected no current or prior financial recommendations and they are found to comply with all of the provisions of the Auditor General's Office, essentially meaning it is a clean audit. Mr. Gecewicz inquired how the transition from the former management company impacted the accounting process. Mr. Flint stated that some items had to be re-created from third parties but was comfortable that the audit for the next year could be completed earlier.

On MOTION by Ms. Bzdewka, seconded by Mr. Gecewicz, with all in favor, the Fiscal Year 2017 Audit was accepted.

SIXTH ORDER OF BUSINESS	Consideration of Amended and Restated
Disclosure of Public Financing Report
Mr. Eckert stated that the Board has an obligation to record a Disclosure of Public Financing report that includes a description of the improvements maintained and details the bond issuances. He stated that it was a housekeeping matter and would replace the current version. Mr. Vento noted a typo on page 5 and Mr. Eckert stated it would be corrected.

2

July 18, 2018	Poinciana West CDD

On MOTION by Ms. Bzdewka, seconded by Mr. Gecewicz, with all in favor, the Amended and Restated Disclosure of Public Financing Report, was approved.
SEVENTH ORDER OF BUSINESS	Special Assessment Matters

Review of First Amendment to Master Methodology Regarding Undeveloped Land in Poinciana COD
Mr. Eckert stated there was a copy of the report enclosed in the agenda package for the Board's review. Mr. Eckert stated that in the Master Methodology, there were some questions regarding the un-platted acreage that was owned by Avatar and whether or not some numbers and acreages should be corrected or updated. He stated that this was an amendment to the report that was previously approved in connection with the amenities and does not impact the assessments on the 1,650 platted lots within the District. He then introduced Kevin Plenzler, assessment consultant with Fishkind and Associates, to outline the changes. Mr. Plenzler explained that some parcel ID's were removed from the roll, belonging to Avatar, that were determined were not going to be part of any future development. He stated that Phase SA has been platted, which before, had not been platted, and reduced some of the undeveloped acreage. He stated that as a result ofthose changes, the true-up was re-calculated based on the most recent information available and that it did not impact the platted lots within Poinciana West or any assessments associated within it. Brief discussion ensued.
Consideration of Resolution 2018-09 Declaring and Adjusting Assessments Under the First Amendment to the Master Methodology Regarding Undeveloped Land in Poinciana COD

On MOTION by Ms. Bzdewka, seconded by Mr. Gecewicz, with all in favor, Resolution 2018-09 Declaring and Adjusting Assessments Under the First Amendment to the Master Methodology Regarding Undeveloped Land in Poinciana CDD was approved.

Consideration of Resolution 2018-10 Setting a Public Hearing on First Amendment to Master Methodology Regarding Undeveloped Land in Poinciana COD

3

July 18, 2018	Poinciana West CDD

Mr. Eckert suggested setting the public hearing on September 5, 2018 at 11:00 a.m. as a joint meeting. He stated that likely the September 19th Board meeting would be canceled.

On MOTION by Ms. Bzdewka, seconded by Mr. Vento and Mr. Gecewicz, Resolution 2018-10 Setting a Public Hearing on First Amendment to Master Methodology Regarding Undeveloped Land in Poinciana CDD for September 5, 2018, at 11:00 a.m. at the Starlite Ballroom was approved.

EIGHTH ORDER OF BUSINESS	Staff Reports

Attorney
Litigation Update
Mr. Eckert stated they were in the process of getting a validation hearing set as soon as possible and would have a more in-depth update for the Board next month.

Engineer
Ms. Leo stated that everything is in generally good condition that that they have updated the map and distributed to all the Board members. She advised that as they alter things, updates will be made to it. Mr. Gecewicz thanked her for the map and Mr. Vento advised that when finalized it would be put on the District's website.

District Manager
Action Items List
Mr. Flint stated that action items list only had storm water repairs on it and would be covered under the Field Manager's Report.

Approval of Check Register
Mr. Flint presented the June general fund and payroll check register totaling $28,991.96.

On MOTION by Ms. Bzdewka, seconded by Mr. Gecewicz, with all in favor, the Check Register for June 1, 2018 through June 30, 2018 was approved.

4

July 18, 2018	Poinciana West CDD

ii.	Balance Sheet and Income Statement
Mr. Flint stated the unaudited financial statements through June 30th were included in the agenda and that no action was required by the Board.

On MOTION by Ms. Bzdewka, seconded by Mr. Gecewicz, with all in favor, the June Financial Statements were accepted.

Field Manager
Field Manager's Report
Customer Complaint Lot
Mr. Flint stated that the report was e-mailed to the Board and that they were continuing to work on the stormwater repairs and that they are believed to be substantially completed by the end of August. He reminded that Board that they authorized staff to terminate the agreement with American Ecosystems and engage Clarke at the same price for monthly pond maintenance. He
stated that Clarke started in July and that American Ecosystems was given the 30-day notice but was advised not to provide service after  July  1 st_    He stated  that  some  improvement has been noticeable since the switch and that Clarke has prepared a proposal that will be presented at the
August meeting that would include a fairly extensive hydrilla maintenance plan. Ms. Bzdewka asked if the fish were an issue in Poinciana West as well and Mr. Flint responded that because of the temperatures right now, there is a significant concern about introducing those fish into ponds that have a water temperature of 85 degrees and higher. Mr. Vento asked if they were required to bid the aquatic contract and Mr. Eckert responded that they are not required to because of the amount of the contract. Discussion ensued regarding bidding requirements of governmental entities. Mr. Scheerer stated that he didn't have any additional field issues and thought that Clarke was doing a great job and that residents should also see an improvement. Ms. Bzdewka asked if there was additional charge for trash pick-up and Mr. Scheerer responded that there were none. Mr. Flint advised that he communicated with AV Homes to advise their sub-contractors about proper disposal, as the construction sites are the main source of the trash. Mr. Vento stated that adding the pond numbers to the complaint log was helpful.

NINTH ORDER OF BUSINESS	Supervisor's Request

5

July 18, 2018	Poinciana West CDD

Mr. Gecewicz asked Mr. Eckert to provide historical details about the funding agreement that a resident, Mr. Gundel, had mentioned last month. Mr. Eckert responded that his firm was the preliminary author of the agreement and that they received input from Underwriters and Bond Counsel over the years in relation to the terms of the document, and that it would have also been subject to negotiations with AV Homes or Avatar back in 2016 when it was implemented. He stated that the language that was pointed out at the last meeting has been used in many funding agreements, and that it is there to protect the District so that if bonds are not issued within five years, there is no obligation for the District to repay those monies at all.

SEVENTH ORDER OF BUSINESS
There being none, the next item is followed.

ELEVENTH ORDER OF BUSINESS
There being none, the next item followed.

TWELFTH ORDER OF BUSINESS

General Audience Comments

Other Business

Next Meeting Date - August 15, 2018 @
12:30 P.M.

On MOTION by Ms. Bzdewka, seconded by Mr. Vento and Mr. Gecewicz, with all in favor, the meeting was adjourned.

Secretary I Assistant Secretary	Chairman / Vice Chairman

6

SECTION V

3036 Michigan Aver1ue
Kissimmee, FL 34744
407.944.0520 p
407.944.0709 f
www.clarhc.com

To: George Flint PWCDD District Manger

July 13, 2018

George,

Per our recent conversations the monthly cost relative to the whole scope of work (including hydrilla) for the ponds at PWCDD is as follows:

$4,750.00 monthly.

Dr. Brett Bultemeier's hydrilla plan is as follows:

Hydrilla was found in 7 ponds (01-01, 1-05, 1-07, 1-09, 1-10, 1-11, 1-12,
, and 1-21) throughout Poinciana West. Several of these ponds are facing a severe infestation that will take time to mitigate (immediate management of these ponds is advisable,  as that much hydrilla  makes  other management efforts difficult or pointless). Managing this submersed weed is different than algae management, or even torpedo grass control. There are key times and strategies that need to be implemented  in  order  to  best  address the problem in a cost effective and long term way. Management of hydrilla falls into two categories, Spring and Fall  treatments.  For  ponds that irrigate contact herbicides are used in the spring, and then again in the fall, before October.
For ponds where systemic herbicides are possible, a spring only treatment is needed for control. The goal is no hydrila growing by the end of October, in order to prevent the formation of tubers (October-March). These tubers can last 10+ years, so preventing their formation is critical to eradicating hydrilla,  or at a minimum greatly reducing its growth. This requires that a coordinated

lO( <	A Glcbal Environrnental Products and Services Company

3036 Michigan Avenue
Kissimmee, FL 34744
407.944.0520 p
407.944.0709 f
www.clarke.com
resistance management plan must be in place to ensure the plants can not only be managed now, but in the long term as well.
Keys to hydrilla management

Proper rotation of herbicides (at least 2 modes of action for systemic treatments and 2 for contact treatments)
Proper timing of treatment
Late spring/early summer for systemic treatments
Late spring/early summer and early fall for contact treatments
Tubers sprout in the spring and are created by hydrilla in the fall

Treatments in the spring target "new sprouting tubers" as they emerge and grow. Treatments in the fall (contact only) seek to eliminate any plants that have regrown over the summer so that "new tubers" are not placed in the soil. The aforementioned ponds need to be treated at the appropriate time in 201 8; a September treatment is most beneficial for most ponds, the most
severely infested should be targeted ASAP.
Systemic treatments are reserved for non-pumping ponds and contact treatments are for pumping/irrigation ponds
Coordination with district manager, golf course supervisors and anyone
else involved in the ponds is necessary to properly shut down irrigation and pumping activities for treatments
Continual scouting for "new" infestations
Immediate treatment to eliminate spread

C 0(1<	A Global Environmental Products and Services Company

3036 Michigan Aw.,11u�
Kissimmee, FL 34744
407.944.0520 p
407.944.0709 f
www.clark�.com
Ability to communicate complex nature of management and understanding of its impacts
i.e. algae blooms follow treatment of hydrilla
Full treatment where infestations are greater than 1 5% of total acreage
Spot treatments where <1 0% infested are treated with contact herbicides and included in the "normal contract" pricing, not a separate charge under this amendment.
Due to timing it is desired that hydrilla management start in September,
in order to best avoid a reset of tubers for 201 9.
Clarke is uniquely suited to handle these challenges and is prepared to implement a long term management plan that seeks to achieve suppression and elimination of hydrilla from Poinciana West. We have been largely successful in these endeavors at Solivita and see no reason that couldn't occur here.
Dr. Brett Wells Bultemeier
Clarke Water Resource Manager

George, if You have any questions pertaining to the aforementioned pricing and Hydrilla plan please contact me. Thanks for the opportunity!

Sincerely,

Pete Deglomine Control Consultant
ClOfl<e
Cell:  407 509 1004
Fax: 407 944 0709
ClQf�	A Glo:Jal Environ mental Products and Services Company

3036  Michigan Avenu
Kissimmee, FL 34741,
407.944.0520 p
407 .944.0709 f
www.clarke.com
Email: pdeglomine@clarke.com Web: www.clarke.com

c ar	A Globa l Environmental Products and Services Company

SECTION VI

SECTION A

RESOLUTION 201 8-11
THE ANNUAL APPROPRIATION RESOLUTION OF THE POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT ("DISTRICT") RELATING TO THE ANNUAL APPROPRIATIONS AND ADOPTING THE BUDGETS FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2018, AND ENDING SEPTEMBER 30, 2019; AUTHORIZING BUDGET AMENDMENTS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the District Manager has, prior to the fifteenth (15th) day in June, 2018, submitted to the Board of Supervisors ("Board") of the Poinciana West Community Development District ("District") proposed budgets ("Proposed Budgets") for the fiscal year beginning October 1, 2018 and ending September 30, 2019 ("Fiscal Year 201 8/201 9") along with an explanatory and complete financial plan for each fund of the District, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and
WHEREAS, at least sixty (60) days prior to the adoption of the Proposed Budgets, the District filed a copy of the Proposed Budgets with the local governing authorities having jurisdiction over the area included in the District pursuant to the provisions of Section 190.008(2)(b), Florida Statutes; and
WHEREAS, the Board set a public hearing thereon and caused notice of such public hearing to be given by publication pursuant to Section 190.008(2)(a), Florida Statutes; and
WHEREAS, the District Manager posted the Proposed Budgets on the District's website at least two days before the public hearing; and
WHEREAS, Section 190.008(2)(a), Florida Statutes, requires that, prior to October 1 st of each year, the Board, by passage ofthe Annual Appropriation Resolution, shall adopt a budget for the ensuing fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures ofthe District during the ensuing fiscal year; and
WHEREAS, the District Manager has prepared the Proposed Budgets, whereby the budgets shall project the cash receipts and disbursements anticipated during a given time period, including reserves for contingencies for emergency or other unanticipated expenditures during the fiscal year.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE POINCIANA WEST C OMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. BUDGET
The Board has reviewed the Proposed Budgets, copies of which is on file with the office of the District Manager and at the District's Local Records Office, and hereby approves certain amendments thereto, as shown in Section 2 below.

1

The Proposed Budgets, attached hereto as Exhibit "A," as amended by the Board, are hereby adopted in accordance with the provisions of Section 1 90.008(2)(a), Florida Statutes ("Adopted Budgets"), and incorporated herein by reference; provided, however, that the comparative figures contained in the Adopted Budgets may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures.
The Adopted Budgets, as amended, shall be maintained in the office of the District Manager and at the District's Local Records Office and identified as "The Budgets for the Poinciana West Community Development District for the Fiscal Year Ending September 30, 2019."
The Adopted Budgets shall be posted by the District Manager on the District's official website within thirty (30) days after adoption, and shall remain on the website for at least 2 years.
SECTION 2. APPROPRIATIONS
There is hereby appropriated out of the revenues of the District, for Fiscal Year 2018/2019,  the  sum  of $_ 	___  to  be  raised  by  the  levy  of assessments  and/or otherwise, which sum is deemed by the Board to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated in the following fashion:

TOTAL GENERAL FUND
DEBT SERVICE FUND - SERIES 2017 CAPITAL RESERVE FUND
TOTAL ALL FUNDS
SECTION 3. BUDGET AMENDMENTS

$--	--	--
$	-------
$ 	
$ 	

Pursuant to Section 189.016, Florida Statutes, the District at any time within Fiscal Year 2018/2019 or within 60 days following the end of the Fiscal Year 2018/2019 may amend its Adopted Budget for that fiscal year as follows:
The Board may authorize an increase or decrease in line item appropriations within a fund by motion recorded in the minutes if the total appropriations of the fund do not increase.
The District Manager or Treasurer may authorize an increase or decrease in line item appropriations within a fund if the total appropriations of the fund do not increase and if the aggregate change in the original appropriation item does not exceed $10,000 or 1 0% ofthe original appropriation.

2

By resolution, the Board may increase any appropriation item and/or fund to reflect receipt of any additional unbudgeted monies and make the corresponding change to appropriations or the unappropriated balance.
d.	Any other budget amendments shall be adopted by resolution and consistent with Florida law.
The District Manager or Treasurer must establish administrative procedures to ensure that any budget amendments are in compliance with this Section 3 and Section 189.016, Florida Statutes, among other applicable laws. Among other procedures, the District Manager or Treasurer must ensure that any amendments to budget under subparagraphs c. and d. above are posted on the District's website within 5 days after adoption and remain on the website for at least 2 years.
SECTION 4. EFFECTIVE DATE. This Resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 15th DAY OF AUGUST, 2018.

ATTEST:

POINCIANA	WEST	COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary

By:_

_ 	__ 	____

Its:--	------------

3

•	•	•	•	•	•	•	•	•	•	•	•

• • •

••• •	• •••

Poinciana West Community Development District

Proposed Budget FY 2019

•	•	•	•	•	•	•	•	•

Table of Contents

1	 	General Fund

2-5	 	General Fund Narrative

 	Debt Service Fund Series 201 7 R1 & R2

 	Amortization Schedule Series 201 7 R1

 	Amortization Schedule Series 201 7 R2

Poinciana West
Community Development District

Fiscal Year 2019
General Fund

Adopted	Actual	Projected	Total	Proposed Budget		Thru		Next 2	Thru		Budget
Description	FY2018	7/31/18	Months	9/30/1 8	FY2019 

�

$5,915

Special Assessments - Tax Collector	$291 ,294	$292,357	$0	$292,357	$291 ,294

Carry Forward Surplus	$0	$8,622		$8 ,622	$51 ,955	
Total Revenues	$294,294	$3061893	$585	$307,478	$346,249 1	
Expenditures						
Administraffye

Supervisors Fees	
$6,000	
$11 ,000	
$2,000	
$1 3,000	
$12,000	

Interest	$3,000	$585	$6 ,500	$3,000

$153

FICA Expense	$459	$842	$995	$918 
Engineering	$20 ,000	$22,535	$2,465	$25,000	$20,000

$450

Attorney	$50,000	$37,368	$1 0,202	$47,570	$50,000

$833

Arbitrage	$600	$900	$0	$900
Dissemination	$5,000	$5,082	$5,916	$5,000
Annual Audit	$4,023	$0	$3,415	$3,415	$3,415 
Trustee Fees		$0		$7,004			$0		$7,004		$7,050 Assessment Administration		$0			$0			$0			$0		$5,000 ManagementFees	$50,525	$39,266	$7,500	$46,766	$45,000 Information Technology		$0		$1 ,21 9		$250		$1 ,469		$1 ,500
Telephone	$0	$24	$26	$50	$100
Postage	$1 ,000	$2,888	$650	$3,538	$3,000
Printing & Binding	$1 ,500	$2,431	$547	$2,978	$1 ,500
Insurance	$1 0,883	$10,074	$1 0,074	$10,883

$707

Legal Advertising	$2,000	$8,393	$507	$8,900	$2,500

Other Currenl Charges	$636
Office Supplies	$200	$3 18 

$103	$810	$636
$355	$200

$175

Property Appraiser	$6,198	$0	$6,198	$6,198	$6,198
Dues, Licenses & Subscriptions	$175	$0	$1 75	$175

QQeratiQQ &Mgia.f§.D.sl.D.k.§.

Administrative Expenses	$159,199	$1 50,225	$34,886	$1 85,1 12	$175,525 I
Field Services		$4,371		$6,551	$1 ,667		$8,218	$10,000 Landscape Maintenance	$56,294	$46,912	$9,382	$56,294	$56,294 Aquatic Control Maintenance	$32,430	$27,025	$5,405	$32,430	$32,430 Aquatic Midge Management	$22,000	$1 8,333	$3,667	$22,000	$32,000 R&M Plant Replacement	$1 0,000			$0		$500			$500	$10,000 Storm Structu re Repairs			$0		$2,425			$0		$2,425

Capital Outiay	$0	$0	$0	$20,000	

Operation & Maintenance Expenses	$135,095	 	$101,245		   $21 ,121	$122,366	$1 70,724 I	
Total Expenditures	$294,294	$251 ,471	$56,007	$307,478	$346,249 I	

Contingency	$10,000	$500	$500	$1 0,000

Excess Revenues/(Expendltures)	$0	$55,422	($55,422)	$0	$0 !

Net Assessment	$291,294
Collection Cost (6%)
Gross Assessment	$309,887

Poinciana West
Community Development District
GENERAL FUND BUDGET

REVENUES:
Special Assessments - Tax Collector
The District will levy a non-ad valorem assessment on all the assessable property within the District in order to pay for the operating expenditures during the fiscal year.

The District earns interest income on their operating accounts and other investments.

EXPENDITURES:
Administrative:
Supervisors Fees
Chapter 1 90, Florida Statutes, allows for each Board member to receive $200 per meeting, not to exceed $4,800 per year paid to each Supervisor for the time devoted to District business and meetings. The amount is based on 5 supervisors attending 12 meetings during the fiscal year.
FICA Expense
Represents the Employer's share of Social Security and Medicare taxes withheld from Board of Supervisor checks.
Engineering
The District's engineer, GAi Consultants, Inc., will be providing general engineering services to the District, e.g. attendance and preparation for monthly board meetings, review of invoices and requisitions, preparation and review of contract specifications and bid documents, and various projects assigned as directed by the Board of Supervisors and the District Manager.
Attorney
The District's legal counsel, Hopping, Green & Sams, will be providing general legal services to the District, e.g. attendance and preparation for monthly meetings, preparation and review of agreements and resolutions, and other research assigned as directed by the Board of Supervisors and the District Manager.
Arbitrage
The District will contract with an independent certified public accountant to annually calculate the District's Arbitrage Rebate Liability on the Series 2017 R1 & R2 Special Assessment Refunding Bonds. The District has contracted with AMTEC for this service.
Dissemination
The District is required by the Security and Exchange Commission to comply with Rule 1 5c2- 12(b)(5) which relates to additional reporting requirements for unrated bond issues.

2

Annual Audit

Poinciana West
Community Development District
GENERAL FUND BUDGET

The District is required by Florida Statutes to arrange for an independent audit of its financial records on an annual basis. The District has contracted with Berger, Toombs, Elam, Gaines & Frank for this service.
Trustee Fees
The District will pay annual trustee fees for the Series 201 7 R-1 & R-2 Special Assessment Refunding Bonds that are deposited with a Trustee at USBank.
Assessment Administration

The District has contracted with Governmental Management Services-CF, LLC to levy and administer the collection of non-ad valorem assessment on all assessable property within the District.
Management Fees
The District has contracted with Governmental Management Services-Central Florida, LLC to provide Management, Accounting and Recording Secretary Services for the District. The services include, but not limited to, recording and transcription of board meetings, budget preparation, all financial reporting, annual audit, etc.
Information Technology
Represents costs related to District's accounting and information systems, District's website creation and maintenance, electronic compliance with Florida Statutes and other electronic data requirements.
Telephone
Telephone and fax machine.
Postage
The District incurs charges for mailing of agenda packages, overnight deliveries, checks for vendors and other required correspondence.
Printing & Binding
Printing and Binding agenda packages for board meetings, printing of com puterized checks, stationary, envelopes etc.
Insurance
The District's general liability and public officials liability insurance coverage is p rovided by Public Risk Insurance. Public Risk Insurance specializes in providing insurance coverage to governmental agencies.
Legal Advertising
The District is required to advertise various notices for monthly Board meetings, public hearings, etc in a newspaper of general circulation.

3

Poinciana West
Community Development District
GENERAL FUND BUDGET

Other Current Charges

Represents any miscellaneous expenses incurred during the fiscal year such as bank fees, deposit slips, stop payments, etc.
Office Supplies
The District incurs charges for office supplies that need to be purchased during the fiscal year.
PropertyAppraiser

Represents a fee charged by Polk County Property Appraiser's office for assessment administration services.
Dues, Licenses & Subscriptions

The District is required to pay an annual fee to the Florida Department of Economic Opportunity for $1 75. This is the only expense under this category for the District.
Operations & Maintenance:
Field Services

Provide onsite field management of contracts for the District such as landscape and lake maintenance. Services to include onsite inspections, meetings with contractors, monitoring of utility accounts, attend Board meetings and receive and respond to property owner phone calls and emails.
Landscape Maintenance

The District will maintain the lake bank maintenance that include mowing of no less than once every 7 days during the months of April 1 st to October 31 st and no less than once every 14 days from November 1 st to March 31 st• The District has contracted with Floralawn 2, LLC for this service.

Description	Monthlv	Annual	
Landscape Maintenance	$4,691
Total	$56,294	
	$56,294	
Aquatic Control Maintenance

Represents costfor maintenance to the ponds located within the District. Services include, but are not limited to, treatment removal and offsite disposal of nuisance vegetation and algae treatment. The District has contracted with American Ecosystems, Inc. for these services.

Description
Aquatic Maintenance
Total

Monthly	Annual
$2, 702	 	$32,430 
$32,430

4

Poinciana West
Community Development District
GENERAL FUND BUDGET

Aquatic Midge Management
Represents costs for aquatic midge control (blind mosquitoes, weekly ATV aerosol & monthly aerial larva side.)

Description	Monthly	Annual	
Aquatic Midge Control	$1 ,833
Contingency
Total	$22,000
$1 0,000	
	$32,000	
R&M - Plant Replacement
Represents estimated costfor the replacement of aquatic plants and tree replacement around the ponds.
Storm Structure Repairs
Represents estimated repair and maintenance cost to the storm structures maintained by the District.
Contingency
Represents any additional field expense that may not have been provided for in the budget.
Capital Outlay
Represents estimated cost for Aeration Systems.

5

Poinciana West
Community Development District

Fiscal Year 2019 Debt Service Fund 

Adopted Budget FY2018 

Actual Thru 7/31 /18 

Projected Next 2 Months

Total Thru 9/30/1 8

Proposed Budget FY2019

Special Assessments - Tax Collector	$1 ,050,687	
Interest Income	$100	
Carry Forward Surplus	$974,881	

Revenues

Total Revenues
Expenses Admlnlstrative
Property Appraiser Trustee Fees
Serles 201 7 R-1 Interest - 11/1 Principal - 5/1 Interest - 5/1

Interest- 5/1	$77,981	$77,981 	$0	$77,981	$75,831	
Total Expenditures	$1 ,045,149	$1,01 7,294	$22,355	$1 ,039,649	$1 ,042,649 1	
Excess Revenues/{Expenditures)	$980,519	$314,485	!$22,135)	$292,350	$300,488 1	

Series 2017 R-2 Interest- 11/1 Principal - 5/1

$2,025,668

$22,355
$5,500

$198,166
$385,000
$198,166

$77,981
$80,000

$1 ,054,523

$275,726

$1 ,331 ,779

$0
$0

$1 98,1 66
$385,000
$198,1 66

$77,981
$80,000

$0
$220
$0

$220

$22,355
$0

$0
$0

$0

$1 ,054,523
$1 ,750
$275,726

$1 ,331 ,999

$22,355
$0

$198,1 66
$385,000
$198,166

$77,981
$80,000

$1 ,050,687
$100
$292,350
$1 ,343,1 37 1

$22,355
$0

$1 94,316 
$395,000
$1 94,316 

$75,831
$85,000

 		Serles 2017 R-1		 lnterest -1 1/1 /2019	$1 90,1 19 

 	Serles 201 7 R-2	 Interest - 11/1/2019 

Net Assessment	$1 ,050,687	
Collection Cost (6%)	$67,065	
Gross Assessment	$1,1 17,752	

6

Poinciana West
CQmmunit� Dev�h;mm�mt District
SERIES 2017 R-1 AMORTIZATION SCHEDULE

DATE	BALANCE	PRINCIPAL	INTEREST	TOTAL

11/1/18	$	10,345,000.00	$	$	194,315.63   $	1 94,31 5.63
5/1/19	$	10,345,000.00	$	395,000.00     $	194,315.63 $
1111/19	$	9,950,000.00	$	$	190,1 18.75   $	779,434.38
5/1/20	$	9,950,000.00	$	405,000.00    $	190,1 18.75 $
11 /1 /20	$	9,545,000.00	$	$	185,258.75   $	780,377.50
5/1/21	$	9,545,000.00	$	415,000.00   $	185,258.75 $
11/1/21	$	9,130,ODO.DO	$	$	179,656.25   $	779,915.00
5/1/22	$	9,130,000.00	$	425,000.00    $	179,656.25 $
11/1/22	$	8,705,000.00	$	$	173,281 .25   $	777,937.50
5/1/23	$	8,705,000.00	$	440,000.00    $	173,281 .25 $
11/1/23	$	8,265,000.00	$	$	166,406.25    $	779,687.50
5/1/24	$	8,265,000.00	$	455,000.00    $	166,406.25 $
1 1/1/24	$	7,81 0,000.00	$	$	159,012.50   $	780,418.75
511125	$	7,81 0,000.00	$	470,000.00     $	159,012.50 $
11/1125	$	7,340,000.00	$	$	150,787.50   $	779,800.00
511/26	$	7,340,000.00	$	485,000.00    $	150,787.50 $
11/1126	$	6,855,000.00	$	$	142,057.50   $	777,845.00
511/27	$	6,855,000.00	$	505,000.00    $	142,057.50 $
11/1 /27	$	6,350,000.00	$	$	132,71 5.00   $	779,772.50
5/1/28	$	6,350,000.00	$	525,000.00    $	132,71 5.00 $
1111/28	$	5,825,000.00	$	$	122,871.25   $	780,586.25
5/1/29	$	5,825,000.00	$	545,000.00    $	122,871 .25 $
1111/29	$	5,280,000.00	$	$	111 ,971 .25   $	779,842.50
5/1/30	$	5,280,000.00	$	565,000.00      $	111 ,971 .25 $
11/1130	$	4,715,000.00	$	$	100,318.13  $	777,289.38
5/1/31	$	4,715,000.00	$	590,000.00     $	100,318.13 $
11/1/31	$	4,1 25,000.00	$	$	88,149.38   $	778,467.50
5/1132	$	4,1 25,000.00	$	615,000.00    $	88,149.38 $
1111/32	$	3,510,000.00	$	$	75,465.00    $	778,61 4.38
5/1133	$	3,510,000.00	$	645,000.00    $	75,465.00 $
11 /1133	$	2,865,000.00	$	$	61 ,597.50    $	782,062.50
511134	$	2,865,000.00	$	670,000.00    $	61 ,597.50 $
1 1/1/34	$	2,195,000.00	$	$	47,1 92.50   $	778,790.00
5/1135	$	2,195,000.00	$	700,000.00     $	47,1 92.50 $
1 1/1/35	$	1 ,495,000.00	$	$	32,1 42.50    $	779,335.00
511136	$	1 ,495,000.00	$	730,000.00     $	32,1 42.50 $
11/1/36	$	765,000.00	$	$	16,447.50   $	778,590.00
511137	$	765,000.00	$	765,000.00	$	16,447.50	$	781 ,447.50	
		$	10,345,000.00	$	4,659,528.75	$	1 s,004,s2e.1s 1	

7

I	DATE

Poinciana West
Community Development District
SERIES 2017 R-2 AMORTIZATION SCHEDULE

BALANCE	PRINCIPAL	INTEREST

TOTAL

11 /1/1 8	$	2,740,000.00	$	$	75,831 .25	$	75,83 1 .25	
5/1 /1 9	$	2,740,000 .00	$	85,000.00	$	75,83 1 .25	$	
11 /1/1 9	$	2,655,000.00	$	$	73,546.88	$	234,378.1 3	
5/1 /20	$	2,655,000.00	$	90,000.00	$	73 ,546.88	$	
11 /1 /20	$	2,565,000.00	$	$	71 ,128.1 3	$	234,675.00	
5/1 /21	$	2,565,000.00	$	95,000.00	$	71 ,1 28.1 3	$	
11 /1 /21	$	2,470 ,000.00	$	$	68,575 .00	$	234,703.1 3	
5/1 /22	$	2,470,000.00	$	100,000.00	$	68,575.00	$	
11 /1 /22	$	2,370 ,000.00	$	$	65,887.50	$	234 ,462.50	
5/1 /23	$	2,370 ,000.00	$	105,000.00	$	65,887.50	$	
11 /1/23	$	2,265,000.00	$	$	63,065.63	$	233,953 .13 	
5/1/24	$	2,265,000.00	$	11 0,000.00	$	63,065 .63	$	
11 /1 /24	$	2,1 55,000 .00	$	$	60 ,1 09.38	$	233,1 75.00	
5/1/25	$	2,1 55,000 .00	$	11 5,000.00	$	60 ,109.38	$	
11 /1 /25	$	2,040,000.00	$	$	57,01 8 .75	$	232,1 28.1 3	
5/1/26	$	2,040,000 .00	$	125,000.00	$	57,01 8.75	$	
11 /1 /26	$	1 ,915,000.00	$	$	53,659.38	$	235,678.13 	
5/1 /27	$	1 ,91 5,000.00	$	1 30,000.00	$	53,659 .38	$	
11 /1 /27	$	1 ,785,000.00	$	$	50, 165 .63	$	233,825.00	
5/1/28	$	1 ,785,000.00	$	1 35,000 .00	$	50,165.63	$	
11 /1 /28	$	1 ,650 ,000 .00	$	$	46,537 .50	$	231 ,703.1 3	
5/1 /29	$	1 ,650,000.00	$	145,000.00	$	46,537.50	$	
11 /1 /29	$	1 ,505,000.00	$	$	42,640 .63	$	234,1 78 .1 3	
5/1/30	$	1 ,505,000.00	$	1 55,000.00	$	42 ,640.63	$	
11 /1 /30	$	1 ,350,000.00	$	$	38,475.00	$	236, 11 5.63	
5/1 /31	$	1 ,350,000.00	$	160,000.00	$	38,475.00	$	
11 /1 /31	$	1 ,1 90,000.00	$	$	33,91 5.00	$	232 ,390.00	
5/1/32	$	1 ,1 90,000.00	$	170,000 .00	$	33,91 5.00	$	
11 /1 /32	$	1 ,020,000.00	$	$	29,070.00	$	232,985.00	
5/1/33	$	1 ,020,000 .00	$	180,000 .00	$	29,070 .00	$	
11 /1 /33	$	840,000.00	$	$	23,940.00	$	233,01 0.00	
5/1/34	$	840,000.00	$	190,000 .00	$	23,940.00	$	
11/1 /34	$	650,000.00	$	$	18,525.00	$	232 ,465.00	
5/1 /35	$	650,000 .00	$	205,000.00	$	18,525.00	$	
11 /1 /35	$	445,000 .00	$	$	12 ,682 .50	$	236 ,207.50	
5/1 /36	$	445,000 .00	$	21 5,000.00	$	12 ,682.50	$	
11 /1 /36	$	230,000.00	$	$	6,555.00	$	234,237.50	
5/1 /37	$	230,000.00	$	230,000.00	$	6,555.00	$	236,555.00	
		$	2,740,000 .00	$	1 ,782,656.25	$	4,s22,sss.2s 1	

8

SECTION B

RESOLUTION 2018-12
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT MAKING A DETERMINATION OF BENEFIT AND IMPOSING SPECIAL ASSESSMENTS FOR FISCAL YEAR 2018/2019; PROVIDING FOR THE COLLECTION AND ENFORCEMENT OF SPECIAL ASSESSMENTS; CERTIFYING AN ASSESSMENT ROLL; PROVIDING FOR AMENDMENTS TO THE ASSESSMENT ROLL; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Poinciana West Community Development District ("District") is a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes, for the purpose of providing, operating and maintaining infrastructure improvements, facilities
and services to the lands within the District; and
WHEREAS, the District is located in Polk County, Florida ("County"); and
WHEREAS, the District has constructed or acquired various infrastructure improvements and provides certain services in accordance with the District's adopted capital improvement plan and Chapter 190, Florida Statutes; and
WHEREAS, the Board of Supervisors ("Board") of the District hereby determines to undertake various operations and maintenance and other activities described in the District's budget ("Adopted Budget") for the fiscal year beginning October 1, 2018 and ending September 30, 2019 ("Fiscal Year 2018/2019"), attached hereto as Exhibit "A" and incorporated by reference herein; and
WHEREAS, the District must obtain sufficient funds to provide for the operation and maintenance of the services and facilities provided by the District as described in the Adopted Budget; and
WHEREAS, the provision of such services, facilities, and operations is a benefit to lands within the District; and
WHEREAS, Chapter 190, Florida Statutes, provides that the District may impose special assessments on benefitted lands within the District; and
WHEREAS, it is in the best interests of the District to proceed with the imposition of the special assessments for operations and maintenance in the amount set forth in the Adopted Budget; and
WHEREAS, the District has previously levied an assessment for debt service, which the District desires to collect for Fiscal Year 2018/2019; and

Page 1 of 3

WHEREAS, Chapter 1 97, Florida Statutes, provides a mechanism pursuant to which such special assessments may be placed on the tax roll and collected by the local tax collector ("Uniform Method"), and the District has previously authorized the use of the Uniform Method by, among other things, entering into agreements with the Property Appraiser and Tax Collector ofthe County for that purpose; and
WHEREAS, it is in the best interests of the District to adopt the Assessment Roll of the Poinciana West Community Development District ("Assessment Roll") attached to this Resolution as Exhibit "B" and incorporated as a material part of this Resolution by this reference, and to certify the Assessment Roll to the County Tax Collector pursuant to the Uniform Method; and
WHEREAS, it is in the best interests of the District to permit the District Manager to amend the Assessment Roll, certified to the County Tax Collector by this Resolution, as the Property Appraiser updates the property roll for the County, for such time as authorized by Florida law.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. BENEFIT & ALLOCATION FINDINGS. The Board hereby finds and determines that the provision of the services, facilities, and operations as described in Exhibit "A" confers a special and peculiar benefit to the lands within the District, which benefit exceeds or equals the cost of the assessments. The allocation of the assessments to the specially benefitted lands, as shown in Exhibits "A" and "B," is hereby found to be fair and reasonable.
SECTION 2. ASSESSMENT IMPOSITION. Pursuant to Chapters 1 90 and 197, Florida Statutes, and using the procedures authorized by Florida law for the levy and collection of special assessments, a special assessment for operation and maintenance is hereby imposed and levied on benefitted lands within the District, and in accordance with Exhibits "A" and "B." The lien of the special assessments for operations and maintenance imposed and levied by this Resolution shall be effective upon passage of this Resolution. Moreover, pursuant to Section 1 97.3632(4), Florida Statutes, the lien amount shall serve as the "maximum rate" authorized by law for operation and maintenance assessments.
SECTION 3. COLLECTION. The collection of the operation and maintenance special assessments and previously levied debt service assessments shall be at the same time and in the same manner as County taxes in accordance with the Uniform Method, as indicated on Exhibits "A" and "B." The decision to collect special assessments by any particular method - e.g., on the tax roll or by direct bill - does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices.
SECTION 4. ASSESSMENT ROLL. The Assessment Roll, attached to this Resolution as

Page 2 of3

Exhibit "B," is hereby certified to the County Tax Collector and shall be collected by the County Tax Collector in the same manner and time as County taxes. The proceeds therefrom shall be paid to the District.
SECTION 5. ASSESSMENT ROLL AMENDMENT. The District Manager shall keep apprised of all updates made to the County property roll by the Property Appraiser after the date of this Resolution, and shall amend the Assessment Roll in accordance with any such updates, for such time as authorized by Florida law, to the County property roll. After any amendment of the Assessment Roll, the District Manager shall file the updates in the District records.
SECTION 6. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof.
SECTION 7. EFFECTIVE DATE. This Resolution shall take effect upon the passage and adoption of this Resolution by the Board.
PASSED AND ADOPTED this 15th day of August, 2018.

Witness:

Secretary I Assistant Secretary

POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT

By:__________	_

Its:----------	-

Exhibit A: Exhibit B:

Budget Assessment Roll

Page 3 of 3

SECTION VII

•
B U R R  • •• •  FO R M AN LLP
rlisillts  matter

Scott I. Steady ssteady@burr.com
Dir.eel Dial: (813) 367-5719

One Tampa Ci ty Center, Suite 3200 201 North Franklin Street
Tampa, FL 33602

July 20, 201 8	C?fflc" (8 1 3) 22 1.-262()
Fax  (813) 221-7335

Chairman and Members ofthe Board of Supervisors Poinciana Community Development District Poinciana West Community Development District c/o George s. Flint
Governmental Management Services - Central Florida, LLC
135 West Central Boulevard, Suite 320 Orlando, FL 32801

Re:	Proposal for Legal Services
Dear Chairman:
Burr Forman is pleased to have the opportunity to submit this proposal to assist the Districts with the acquisitions. Scott Steady is the partner with the firm that will provide the primary representation to the Districts. Scott has thirty (30) years of experience representing local governments and Community Development Districts (CDDs). During the first few years of his practice, Scott Steady was an assistant City attorney for Tampa, an assistant county attorney for Pinellas and an assistant City attorney for Temple Terrace. In addition to his local government practice, Scott also represents developers in land use and zoning matters and clients concerning environmental clean-ups. Scott currently represents the City of Tampa's solid waste department on special matters.
Scott is currently in the process ofcreating a new CDD in Pasco County
Scott represents seven (7) resident-controlled CDDs in Hillsborough and Pasco County
Scott represents the Trustee/Board in two defaulted CDDs
Scott represents four (4) developer-controlled CDDs
Both Scott Brown and Iden Sinai are real estate lawyers in our office and they will provide whatever transaction services are required.
Scott Brown has over thirty years' worth of experience as a real estate lawyer in the greater Tampa Bay area. He has an extensive practice throughout the country representing clients in a variety of industries, including multi-family, office and medical center property acquisitions and dispositions. Scott also has significant experience with LIHTC use restrictions and guiding

32012100 vl A L A B A M A • F L O R I D A • G E O R G I A • M I S S I S S I P P I • T E N N E S S E E

l! URR.COM 

Chairman and Members of the Board of Supervisors July 20, 201 8
Page 2

clients through the Qualified Contract process and other regulatory matters within the multi­ family housing space.

Scott Brown and his team also have anactive practice representing borrowers in Fannie Mae and Freddie Mac financing. Scott also represents local, regional and national lenders in structuring and documenting construction and permanent real estate loans throughout Florida and the southeast, as well as issuance of title insurance for acquisition and loan transactions for multiple national underwriters.

Iden Sinai has nearly a decade of experience throughout the United States representing real estate developers and lenders in loan transactions secured by real estate, as well as representing developers and real estate investors on acquisitions and sales across a variety of industries. Iden also works with multifamily housing and other developers on a number of day-to-day operational issues, including drafting leases, applying for LIHTC and other regulatory approval and assisting with other compliance issues.

Iden also has broad legal experience representing corporations with general governance issues and general corporate matters, including corporate formation, restructuring, governance issues, and preparing bylaws and operating agreements for a variety of corporate entities. In addition, Iden has significant third-party legal opinion experience for asset-based and real estate lending in the State of Florida.

Scott Steady's proposed rate is $375.00 Iden Sinai's proposed rate is $325.00 Scott Brown's proposed rate if$425.00
We appreciate your consideration ofthis proposal and look forward to hearing from you. Sincerely,

Scott I. Steady SIS/lat

32072700v1

BRIAN M. JONES PARTNER
Shutts & Bowen LLP
300 South Orange Avenue Suite 1 600
Orlando, Florida 32801
DIRECT (4071 835-6937
FAX	(407) 849-n37
EMAIL bjones@shutts.com

August 1, 2018

VIA E-MAIL
District Manager George Flint Vice-President
Governmental Management Services - Central Florida, LLC
135 West Central Blvd, Suite 320
Orlando� Florida 32801

Re: Poinciana West Community Development District (collectively "Poinciana West CDD") and Poinciana Community Development District Poinciana CDD (collectively "Districts") request for proposal of legal services
Dear George:

Thank you for the opportunity to respond to the RFP ("RFPn) and to submit our firm's qualifications and proposed rate and fee structure related to the Districts' proposed acquisition of certain amenities from Avatar Properties Inc. ("Transaction"). Shutts & Bowen has significant experience in both sophisticated commercial real estate transactions, and. in the representation of community development districts. (We have inclijded with this correspondence some general information about our firm as well as more specific information concerning our real estate and community development district experience.)

If we were retained by the Districts, I would be the lead attorney for the Transaction. As reflected in my biographical information I have over thirty (30) years ofreal estate experience. In addition, I have represented developers and homebuilders with respect to th.e establishment and operation of community development districts. I have also represented the Viera East Community Development District ("Viera East CDD") located in Brevard County Florida, continuously since 2004. Our representation of the Viera East CDD has encompassed various legal matters from bond refinancing to the negotiation of service contracts,. and has included numerous real estate transactions and conveyances between the Viera East CDD and the community developer, Brevard County and the State of Florida.

ORLDOCS i 6298671 I

shutts.com I FORT LAUDERDALE I JACKSONVILLE I MIAMI I ORLANDO I SARASOTA I TALLAHASSEE I TAMPA I WEST PALM BEACH

Mr. George Flint August 1, 2018
Page 2

We would extend our governmental hourly rates to the Districts for the Transaction, which are as follows:

1. Brian M. Jones	$340.00	
2. Steven Zucker	$340.00	
3. Scott Glass	$340,00	

Paul Jezierny	$210.00
Paralegal rates would be reduced to $175.00
After your review of this correspondence and the enclosed information please contract me with any questions or requests for additional information.
Very Truly Yours, Shutts & Bowen LLP

BMJ/aem

ORLDOCS 1 629.$67 1 I

shutts.com I FORT LAUDERDALE I jACKSONVILLE I MIAMI  I ORLANDO I SARASOTA J TALLAHASSEE I TAMPA I  WEST PALM BEACH

PROPOSAL FOR
GOVERNMENTAL MANAGEM ENT
SERVICES - CENTRAL FLORI DA, LLC, DISTRICT MANAGER FOR THE 
POINCIANA COMMUN ITY
DEVELOPMENT DISTRICT AND TH E POI NCIANA WEST COMMUN I TY DEVELOPMENT DISTRICT

Presented by:
BRIAN M. JONES 407-835-6937
BJones@shutts.com

August 1, 2018 

shutts.com I PORT LAUDERDALE I JACKSONVILLE I MIAMI I ORLANDO I SARASOTA I TALLAHASSEE I TAMPA I Wl!ST PALM BEACH

Community Development Districts Overview
Our Commurtity Developmer1t District (CDD) team has decades of experience working on all sides oftransactions involving special districts. We have assisted in the formation of CDDs as well as the development and implementation oftheirassociated policies and procedures.

Our attorneys regularly assist CDD's in a broad range of legal issues including real estate matters,  bond  issuance  contracts,, artd  litigation.   We  also  have extensive experience assisting developers and investors seeking to utilize CDDs and better understand the obligations and responsibilities inherent in existing CDDs. This includes addressing the concerns of permitting agencies, and meeting the expectations of local governments. The team includes Brian M. Jones with over thirty (30) years of real estate experience; Steven J. Zucker, who, as a former member of the City of Orlando City Attorney's Office, was responsible for the review of all CDD petitions and oversight of operations for compliance with Interloca) Agreements; and Scott Glass, who, as former City Attorney, has extensive experience in local government representation.

We have also served as general counsel to scores of CDDs throughout the State of Florida. Our attorneys are keenly aware of the complex issues associated with public finance, public bidding processes, ar1d rule·making, as well as public records and open meetings laws.
The services we provide to our clients indude the following:

·	Real Estate Transactions Regulatory Compliances and Permitting
Contract Drafting and Negotiation, Including the Preparing and Filing of Petitions and Resolutions for the Establishment of a CDD
Preparing Exhibits and Compiling All Evidence Necessary for Admission at Public Hearings
Addressing the Requirements ofthe Appropriate Governmental Authority or Administrative Body
Bond Financing
CDD Budg�ting
Enforcement
Special Assessment Implementation

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REAL ESTATE
Overview
If you operate in the dynamic, fast-paced world of real estate, you need trusted counselors to help you navigate the myriad issues that emerge along the way - from first assessment to final sale. As real estate attorneys with decades of experience, we pride ourselves on partnering with commercial and residential developers, financiers, builders, contractors and others conducting business in the real estate arena. We counsel clients throughout the State of Florida, and also serve as trusted advisors to major comparties in national and international markets.
We've been honored for outstanding service to clients by such prestigious organizations and ranking agencies as Chambers USA, Best Lawyers in America®, Super Lawyers and Florida Trend, and several ofour attorneys are Florida Bar Board Certified in real estate.
Experience
Different ventures require different approaches, and our team can create and apply innovative legal strategies as needed. Our statewide practice handles projects such as residential and condominium developments, office buildings, shopping centers, ind.ustrial parks, hotels and resorts, golf courses, hospitals and manufacturing plants. We also bring knowledge and experience in finance, corporate law, litigation, tax and other areas.
Services
Development: Whether your project is a building complex or a single unit, we have experience in counse!Jng developers, property owners and investors in buying, developing, selling, leasing and converting residential and commereial property.
Finance: We've built close working relationships with many lenders iri Florida and across the country, and help our clients get deals done. We advise on interim and permanent mortgage loans on commercial projects, as well as workouts, bankrupteies, foreclosures arid restructurings oftroubled projects.
Construction: We represent developers, home builders and contractors on contract and other construction-related issues. Our construction litigation team counsels clients when construction defects, delays and contract disputes arise. We work to resolve matters quickly and effectively.
Land Use and Zoning: Thelaws and regulations governing land use and zoning matters are often dense and complex. We help companies navigate through this

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regulatory labyrinth, and regularly appear before local, state and federal agencies.
Litigation: When disputes involving contracts, tax protests, zoning, construction and related areas surface, our litigation attorneys help resolve matters quickly and efficiently.
Eminent Domain and Condemnation: We represent property and business owners, tenants and mortgage holders in eminent domain and condemnation proceedings and appeals. We also counsel on inverse condemnation proceedings.
Title Insurance: We actas agents for most major title insurance companies in issuing owners and mortgagee title insurance policies for both residential and commercial transactions.

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FIRM OVERVIEW
Shutts & Bowen LLP is a full-service law firm with a deep connection to Florida's history-, a commitment to exceUent service for .our clients and community, and a focus on diversity in the. workplace. For more than 100 years, Shutts has been opening doors to our business clients across the state with sophisticated, cutting-edge legal skills from Florida's top legal talent.
Our firm employs approximately 280 attorneys who focus on more than 30 distinct practice areas. including litigation, construction, financial services, hospitality, insurance, real estate, taxation and trusts and estates. At Shutts, we are committed to offering sophisticated legal services efficiently and responsively. We work tirelessly with businesses and individual clients, as well as with referring national and international law firms and compc1nies. We always strive to provide the highest degree ofprofessionalism and passion for ourwork.
Shutts & Bowen's attorneys work in an environment where people are recognized for their value as individuals, giving them the autonomy and freedom to best serve their clients.
Because of our stake in the past, we are poised to become the law firm ofthe future.

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FIRM HISTORY
It was 1909 when Frank B. Shutts, a member Qf the Indiana Bar, came to Miami at the request of the United States Comptroller of the Currency to act as a receiver for the Old Fort Dallas Bank. His first reaction to the hot July weather was to instruct his companion to find out when the next train to Indiana would leave. However, after meeting Henry Flagler and obtaining substantially more money for the depositors of the defunct bank than they expected, he confided, "This spot has a future; I am coming back to it."
The story of Shutts & Bowen begins with the return in 1910 of that young attorney, Frank B. Shutts, and his belief in the future of Miami. In thatyear, Shutts and Henry F. Atkinson associated for the practice of law under the name of Shutts & Atkinson. In 19ll, William Pruden Smith joined the firm, and the firm was called Shutts, Atkinson & Smith. When Mr. Atkinson left the firm to become a Circuit Judge and Crate D. Bowen joined the firm in 1912, the firm was known as Shutts, Smith & Bowen. In 1919, when Mr. Smith was elected Mayor of the City of Miami and retired from the practice of law, the firm became known as Shutts & Bowen.
Appointed a Lieutenant Colonel on the staff of Florida Governor Cary Hardee from 1921 until 1925, Colonel Shutts, as he was thereafter known, played an important role in many of the significant developments which transformed Miami from the small community of approximately 5,000 residents it was when he arrived to the major international city it is today. It was Colonel Shutts' contribution to these key developments that began our firm's tradition of service to our state that we maintain to this day.
Shortly after his return to Miami, Shutts suggested to Flagler that Miami should have a newspaper that would present both sides ofcurrent issues, With funds borrowed from the railroad builder, he founded The MiamiHerald on December 1, 1910, and remained the guiding spirit ofthat publication for 27 years.
Colonel Shutts negotiated the City of Miami's acquisition of the property which is now Bayfront Park from the Florida East Coast Railway. He was instrumental in bringing the Seaboard Air Line Railway to Miami, and in the construction of the Tamiami Trail and Dixie Highway. It was through his personal efforts that Carl G. Fisher became interested in Miam.i Beach and made his first investments in Florida, which included assisting John F. Collins in completing his wooden bridge across Biscayne Bay.
While Colonel Shutts divided his attention among The Miami Herald, the development of Miami and his Jaw practice, Crate Bowen centered his professional attention solely on the practice of law. He was an excellent trial lawyer who was well known for his thoroughness in preparing cases. Mr. Bowen attracted wide attention in 1929 when

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President Calvin Coolidge appointed him United States District Judge and he declined the appointment, stating, "I just wantto practice law."
From the very beginning, Shutts & Bowen's growth and history have paralleled that of Miami. In the great land boom of 1925, Shutts & Bowen's: p ractice necessitated the
employment of 23 ati torneys, which, in those days, was an unheard of number of attorneys in a single frm.
One ofthe attorneys joining the firm during the great land boom was Sherman Minton, a young, ambitious trial lawyer from Indiana. Mr. Minton later returned to his home state to pursue a political career and was elected to the United States Senate. During his years in Washington, D.C., Senator Minton became one of President Franklin D. Roosevelt's closest confidants, and Roosevelt appointed himto the United States Court of Appeals in Chicago. President Truman later appointed Judge Minton to the United States Supreme Court, where he served with distinction.
Just as Colonel Shutts saw the bright future of Miami in 1909, so too do we see the bright future of all of Florida today. To serve the needs of our clients, we have offices in Fort Lauderdale, Jacksonville, Miami, Orlando, Sarasota, Tallahassee, Tampa and West Palm Beach.
In the years to come, we will maintain our tradition of service to our clients. We will strive always to be worthy of the reputation established by our founders more than 100 years ago.
Thus, while we are proud of our heritage of providing legal service to our clients continuously for more than a century, we are most excited not about our past, but about our future.
Clic;k hereto read the historyofShutts&Bowen•
.Clickhere to-read an articleaboutShutts &Bowenand Miami's growth,

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Selected Biographies

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BRIAN M. JON ES
Partner
BJongs@shutts.com
Phone: l-407-835-6937
Fax: 407-849-7237
300 South Orange Avenue, Suite 1600 Orlando, FL 32801

Brian M. Jones is a partner in the Orlando office of Shutts & Bowen LLP, where be is a member ofthe Real Estate Practice Group.
A Martindale-Hubbell AV® rated attorney, Brian has a background in accounting and over 20 years of experience representing national and international developers in commercial and residential real estate development matters and commercial banks and investment funds in commercial loans and investments.
Brian has more than 20 years of experience serving as developer's counsel for numerous Community Development District (CDD) offerings, restructurings, and overall CDD operations and management.
Brian has played a role in many large commercial and residential real estate developments, hotel condominium, hotel and timeshare resort projects in Florida. He has represented individual investors, public companies, community, regional and national banks and lenders and real estate investment trusts in projects of all sizes, including developments ofregional impact.
Brian is also  experienced in  representing commercial developers and national home builders in addressing development, regulatory, and environmental issues for residential and commercial condominiums, timeshare resorts and hotel condominiums, including public offering statement registrations with state agencies.
With an accounting background, Brian brings financial experience to his work with institutional lenders. He counsels clients through the commercial loan process and helps them restructure troubled­ debts.
He is a frequent lecturer ofcivic and business associations on issues affecting developers, small businesses and professionals. Outside of his practice, Brian is actively involved in the Orlando community

PRACTICE AREA
Real Estate
Land Use & Zoning Environmental
INDUSTRIES
Real Estate Hospitality Financia1 Services
BAR ADMISSIONS
Florida

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and supports charitable organizations for children. Services
Commercial and Residential Real Estate Development
Commercial and Residential Condominium Development
Land Use and Development Issues
Hotel Sale, Acquisition, and Development
Commercial Loan Restructuring
Troubled Debt Refinancing
Debt and Equity Structuring
Commercial Loan Foreclosures
· Timeshare Resort Development
Hotel Condominium
Commercial and Retail Leasing
Environmental Law
Commercial Lending
EDUCATION
University ofFlorida College of Law, J.D., 1987
University of Florida, B.S., Accounting, 1983
PROFESSIONAL ACTIVITIES
American BarAssociation
Orange County Bar Association
RECOGNITION
Martindale�Hubbe11 AV® Pteemlnentl'M Rated. s.ooutof5,Q

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.

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STEVEN J. ZUCKER
Partner

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SZucker@shutts.com

Fax: 407-849-7241
300 South Orange Avenue, Suite 1600
Orlando, FL 32801

Phone: 1-407-835-6733

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Steven J. Zucker IS a partner in the Orlando office of Shutts & Bowen	PRACTICE AREA LLP, where he practices public finance arid local government law	Government Law and is Co-Chair of the Government Law and Public Finance Practice	Public Finance Group.

Steven serves as counsel to a wide range of local governments and special districts, including cities, community redevelopment agencies; community development districts and transportation authorities in the offering of tax-exempt bonds, notes and other forms of indebtedness. Since · joining Shutts in 2002, Steven's experience includes the establishment and/or representation of dozens of CDDs, including acting as issuer's counsel during issuance of COD bonds.
He provides legal advice on local government law issues, including the Sunshine Law and the Public Records Law in the State of Florida. In addition, Steven has served in the capacity of underwriter's Counsel and trustee's counsel in tax-exempt bond offerings. He also has experience handling matters involving special assessments, and state and local taxes.
Prior to joining the firm in 2002, Steven worked with the City Attorney's Office for the City of Orlando, Florida.
EDUCATION
University of Florida, J.D., 1988
University of Florida, M.B.A., 1988
University of Florida, B.S.B.A., 1985

COURT ADMISSIONS
U.S. .District Court for the Middle District ofFlotida

IN DUSTRIES
Government
BAR ADMISSIONS
Florida

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PROFESSIONAL AND CIVIC ACTIVITIES
:•	Orange County Bar Association
City, County, Local Government Law Section of The Florida Bar
National Association of Bond Lawyers

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SCOTT A. GLASS
Partner SGlass@shutts.com Phone: 1-407-835-6964
Fax: 407-849-7264
Orlando
300 South OrangeAvenue, Suite 1600
Orlando, FL 32801

Scott Glassis a partner in the Orlando. office of Shutts & Bowen LLP, where he focuses his practice on local government law, land use issues and related litigation and is a member of the Government Law Practice Group. He is Board Certified by the Florida Bar in City, County and Local Government Law.
Having  served  as  an  elected  official  and  a  city  i::lttorney,  Scott understands how local government works. This ·perspective allows him to anticipate problems and work with clients, elected officials and staff to avoid them. His business background and creditors' rights work for the Resolution Trust Corporation and numerous lendinginstitutions duringthe 1980s and 1990s add to his practice. Having worked through both economic downturns and upturns; Scott has the experience and knowledge to counsel public and private clients through the legal challenges that each presents.
With more than 25 years of experience, S cott is recognized in the region for confronting tough legal issues with a focused approach. Ori the public sector side, he has represented and advised large public entities, such as the Expressway Authority, City of Orlando, OUC and the Sanford-Orlando Airport, and smaller communities like West Melbourne and Winter Park, each with its own unique issues and opportunities. He counsels government clients on a multitude of .issues including public records, open meetings, land use, development agreements, utilities, annexation, and interlocal agreements.
In the private sector; Scott represents clients ranging from individuals to Fortune 500 and other national and international companies with regard to due diligence, land use, economic incentives, and general commercial matters. Scott frequently appears before government boards and agencies. to gain approvals

PRACTICE AREA
Government Law Land Use & Zoning
Administrative Law and Licensing
INDUSTRIES
Real Estate Hospitality Government Energy Construction
BAR ADMISSIONS
Florida
Maryland (1985-1991, Inactive)

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for clients and, when necessary, litigates to either achieve or defend such approvals.
Bac:kground
Prior to joining Shutts, Scott served as a Senior Assistant City Attorn�y with the City of Orlando, where he practiced in the Land Development and Transactions Section. During that same period he served as a City Commissioner, Mayor Pro Tem, Code Enforcement Board Member, and Police Advisory Board Member in the City of Ocoee. He was also apppinted by the Honorable Daniel Webster to the Florida Public School Construction Study Commission.
Scott previously practiced in Baltimore, Maryland where he concentrated his practice in creditors' rights, loan workouts, general corporate and commercial matters, and business litigation. He was a charter member of the Baltimore Bankruptcy Bar Association and practiced in Washington, D.C., before various government agencies and before that jurisdiction's courts, pro hac vice.

Professional and Community Involvement
Scott enjoys speaking at industry seminars on various topics, including the Public Records Act, the Government in the Sunshine Law, government takings, private property rights, the Harris Act, quasi-judicial hearings, concurrency and First Amendment issues in land use regulation. He has also taught Urban Land Use Law to numerous local government officials and staff members as part of the University of Central Florida School of Health and Public Administration's Master of Public Administration program.
EDUCATION
University ofVirginia, J.D., 1985
••	Towson·university, B.S,, magna cum laude, 1981
COURT ADMISSIONS
Florida State Courts
U.S. District Court forthe Middle District of Florida
PROFESSIONAL AND CIVIC ACTIVITIES
Transportation & Expressway Authority Membership of Florida, Inc. (TeamFL)
	Past President, TeamFL Helping Advance Neighborhoods, Kids & Schools, Inc.
The Florida Bar

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Environmental and Land Use LawSection
Local Government Law Section
West Orange Chamber of Commerce
Former Member, Orange County Redistricting Commission
Former Member, City of Ocoee Code Enforcement Board
Former Member, City of Ocoee Police Advisory Board
Former Meml:>er, Public School Construction Study Commission
RECOGNITION
	Florida Bar Board Certified in City, County and Local Government Law
Martindal:e:iHub'bell AV® Pte_eroioent1'4 R,ned,4,9outof$,O

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LATHAM, SHUKER, EDEN & BEAUDINE, LLP
ATIOR1'1'EYS  AT LAW

MICHAELJ. BEAUDINE MICHAEL G. CANDlOTTI JAN A. CARPENTEk DANmL H. COULTOFF ANDREW C. D'ADESKY MARIANE L. DORRIS JENNIFER S. EDEN DoROTHY F, GREEN
JOSHUA D. GROSSHANS
BRUCED. KNAPP

111 NORTII MAGNOLIA AVENUE, SUITE 1400
ORLANDO, FLORIDA 32801 POST OFFICE BOX 3353 ORLANDO,  FLORIDA 32802
TELEPHONE: (407) 481-5800
FACSIMILE: (407) 481-5801
WWW.LSEBLAW.C:OM

August 3, 2018 

PETERG. LATHAM JUSTIN M. LUNA  PATRICIA R. MCCoNNELL
LORI T. M!LVAIN
R. SCOTT SHUKER JONATHAN A, STIMLER CHlllSTINA Y. TAYLOR KRISIBN E. TRUCCO DA.'lll!L A. VELASQUEZ

Sent via Electronic Mail
Poinciana COD Board of Supervisors and Poinciana West CDD Board of Supervisors c/o GMS-CF, LLC
135 West Central Boulevard, Suite 320 Orlando, Florida 3280 I
Attention: George Flint
Re:	Latham, Shuker, Eden & Beaudine, LLP regarding Legal Services to Poinciana and Poinciana West Community Development Districts.
Dear Mr. Flint:
We thank you for the opportunity to provide you with information on our finn in regard to legal services for real estate matters for Poinciana and Poinciana West Community Development Districts. We have reviewed the potential representation and do not find any conflict in assisting the two Community Development Districts in the acquisition of certain assets for the developer. With our experience in public finance (particularly with Community Development Districts) and real estate expertise our firm has the unique capability to assist you. Attached to this letter is an overview of our firms' experience and capabilities for your review.
We look forward to working with you. Please feel free to contact us with any questions or requests for additional information.

Very truly yours,

. Carpenter, Esquire or the Firm

cc: Andrew C. d'Adesky, Esq.

GENERAL AND REAL ESTATE EXPERIENCE OF LATHAM, SHUKER, EDEN & BEAUDINE, LLP
Latham, Shuker, Eden & Beaudine, LLP ("LSEB") is a midsized, diverse law firm, located in downtown Orlando, Florida, and dedicated to the representation of businesses and governments. The firm consists of 19 Attorneys and all senior partners are Martindale Hubbell AV rated. The firm's primary goal is to provide outstanding legal services for all clients, whether located in Florida or beyond, and to provide a challenging and rewarding work environment and career experience for our professionals.

In addition to our outstanding public finance practice group, the firm has exceptional attorneys practicing in most areas ofbusiness and commercial law, in areas that are critical for governmental clients with significant business interests in Central Florida. The firm represents a diverse group ofclients from the real estate, public finance, government, securities, construction, manufacturing, bankruptcy insurance, technology, franchising, agriculture, health care, and entertainment industries. Our firms' real estate practice has experience in all areas of land development, acquisition and financing.

In addition to our governmental clients listed herein, the finn represents and has represented a number of private clients. Some clients include: a number of national home­ builders; Universal City Property Management, III; Universal Studios Florida; Buena Vista Development; Buena Vista Corporation; Isleworth Country Club, Inc.; Ocean Reef Club; Prudential Palms Realty; Tavistock Group; Golden Gem Growers, Inc.; Rotadata, Inc.; Emerson International, Inc.; lsolyser, Inc. ; Jostens, Inc.; Citrus World, Inc.; Southeast Milk, Inc.; Olympus Media; Kanye West; Sunoco Oil Company; Bill Heard Enterprises; Bill Heard Chevrolet; Sun State Ford; Bob Dance Dodge; Advanced Marketing Int'l., Inc.; Motion Picture Association of America, Inc.; Planet Hollywood; and Priority Transportation, Inc.

Our real estate team handles real estate development for Universal Studios, as an example of the significant capacity and experience we have in real estate matters. The Firm takes real estate projects from concept to completion. Careful planning and experience are required. Our attorneys are well equipped to assist clients in turning proposed land acquisitions and developments into reality. We are experienced in all aspects of real estate development, including commercial and residential real estate development, finance, acquisition, commercial lending and public finance, planning and zoning, local government law, purchase and sale transactions, title matters and commercial leasing. As can be seen by the names of some of the clients listed above, this firm has significant experience in land planning, development, legislative and lobbying efforts as related to real estate development and governmental matters.

We are approved attorneys to write title insurance for real estate and lending transactions for: Fidelity Title Insurance Company; First American Title Insurance Company; and Old Republic Title Insurance Company. We also represent Old Republic Title Insurance Company in litigation claims and related matters.

L ATi lA f\·L SH lj KE R. EDEN & BE A l;DI N E. LLP 
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FIR;.'\t EXPERIENCE WITH COMMUNITY DEVELOPMENT DISTRICTS
Latham, Shuker, Eden & Beaudine, LLP ("LSEB") has extensive experience representing governments, both state and local. LSEB provides a vast array of knowledge in such relevant areas as contracts, real estate, public finance, procurement, land use and planning, securities law, as well as the impact of litigation on government. Our firm provides clients with advice that is innovative and individualized to each government entity.

LSEB currently represents numerous community development districts and similar special districts as further listed in the Representative Governmental Client section. In addition to being general counsel for various special districts, our firm is often engaged to provide legal assistance in complex public finance and governmental law matters on a "special counsel" basis.

Jan Albanese Carpenter is Public Finance Chair for LSEB and has worked in the public finance and government area for over 25 years. She is a Martindale Hubbell AV Rated attorney and has extensive experience in representing community development districts, both in good economic times and bad. Ms. Carpenter's government practice is ably assisted by Andrew d'Adesky, the primary public finance associate attorney, as well as three paralegals, one legal assistant and experienced associates and partners from other practice areas.

Clients seek our firm's services on a wide variety of public finance and governmental legal matters, including the following:
Advise on general legal issues regarding day-to-day governmental operations
Inform and advise clients on Sunshine Law, Ethics Law and Public Records Law
Ii		Attend government board meetings, workshops and committee and advisory board meetings
Establish, expand, contract and terminate community development districts
Issue and refinance tax exempt and taxable bonds (and notes), including bond validation proceedings
Advise and consult regarding the restructuring of "defaulted" bond issues, and other forbearance and default-related settlement matters
Negotiate with developers, third party lenders and tax certificate holders
Develop loan programs for governmental entities
Participate in rule-making, legislative lobbying efforts and following state legislative sessions to provide advice to clients
Advise on land use issues related to real estate development
Handle litigation matters for community development districts, including bond default and foreclosure litigation matters, as well as construction litigation, bankruptcy related issues and other commercial and governmental litigation matters
Resolving bid protests and administrative challenges

L ATHA\L SHUKER. EDEN & BEAl : DJN [. LLP 
Ar I oR, I: 't � A I I, ·\W

Review and draft requests for proposals, bid documents, legal contracts and contract amendments
Process real estate transactions (from contract, through due diligence and closing) for property conveyances
Finance projects through community redevelopment agencies
Negotiate with numerous interlocal agreements among special districts and with counties and municipalities
	Address environmental issues for both private and governmental clients from basic real estate issues through cases litigated at the appellate level
In the area of governmental services, particularly in community development district representation, we feel it is essential that LSEB works as a "team" with the District's board of supervisors, bond counsel, district manager, district engineer, underwriters, financial advisors, as well as with other stakeholders in order to ensure a strong community.
Our firm is proud to offer personalized service to our clients and we strive to ensure that all our attorneys are readily accessible and responsive to each of our clients.

L ATHAM. SIIL KER. EDEN & l3 EAl: DJN E. LLP 
A I I (}!{ \'!·. \ � i\·t  I -\\\

REPRESENTATIVE GOVERNMENTAL CLIENTS
COMMUNITY DEVELOPMENT DISTRICTS:

Bella Collina Community Development District - Lake County Bonnet Creek Community Development District - Orange County Celebration Community Development District - Osceola County Dowden West Community Development District - Orange County Lake Ashton Community Development District - Polk County Lake Ashton II Community Development District - Polk County
Midtown Community Development District - Orange County (has been terminated)
Overoaks Community Development District - Osceola County Paseo Community Development District - Lee County
Preserve at South Branch Community Development District - Pasco County Randal Park Community Development District - Orange County
Reunion East Community Development District - Osceola County Reunion West Community Development District - Osceola County Shingle Creek Community Development District - Osceola County
Stoneybrook South at Championsgate Community Development District �· Osceola County
Storey Park Community Development District - Orange County Tohoqua Community Development District - Osceola County Westside Community Development District - Osceola County Windward Community Development District - Osceola County

OTHER GoVERNMENTAL ENTITIES:

Florida Housing Finance Corporation - Tallahassee, FL (includes statewide representation) (State Agency)
Osceola County Housing Finance Authority (Special District)
Osceola County Health Facilities Authority (Special District which has been terminated)

OTHER ENTITIES :

Latham, Shuker, Eden & Beaudine, LLP serves as Special Counsel to several local cities on employee related matters

L ATI IA '.\1 . SH L: KER. LDEN & l3E AL' DJ NL LLP 
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PROPOSED ATTORNEY TEAM
The following listed personnel will be made available to work with the Poinciana Community Development District and Poinciana West Community Development District on a priority basis if LSEB is selected as Special Counsel. Attached are detailed resumes describing the background, qualifications and experience of professionals in our firm that are involved in governmental and public finance matters and wou]d be assigned to this engagement.

The lead attorney for Poinciana and Poinciana West Community Development Districts would be Jan Albanese Carpenter, Partner and Public Finance Chair with over 25 years' experience. Ms. Carpenter oversees all activities of associates who work with her clients.

Andrew d'Adesky, the Associate Attorney in the Public Finance practice area, under the direct supervision of Jan Albanese Carpenter, will be the primary associate working with the Districts, has 3 years' legal experience and 3 years' local governmental management experience as well as a Master's D egree in Public Administration which has provided him with experience well beyond his years as an attorney.

One or both attorneys will attend all meetings as needed. Ifboth attorneys are present, the client is generally only billed for one attorney as a matter ofFinn policy.

The Public Finance practice area will be assisted by the following attorneys on our real estate team; Peter G. Latham, Partner and Real Estate Development Chair with over 30 years' experience and Michael Candiotti, Associate in the Public Finance, Real Estate division with 6 years' real estate experience.

We have a number ofother partners and associates ready to work with the Poinciana and Poinciana West Community Development Districts, depending on the needs of the client and the experience necessary to complete the work promptly and cost effectively. Importantly our litigation team has attorneys with all experience levels who have worked with our governmental districts in real estate and litigation matters such as foreclosures, bond defaults, motion issues, bid protests, etc. Three paralegals work in the public finance and real estate department and wi11 assist regularly with the districts legal matters. That assistance helps to reduce legal costs for our clients.

Detailed biographies of several ofour attorneys are included on the next pages.

LAT! IA :'vL SHLKER. EDEN & BEALD!NE. LL P
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L ATHA !\·1 � SH U KER. EDEN & BEAU DJ 1' E., LLP 
.-\ 1 'l OR � l.:.YS A·1  LAW

Address:
111 N. Magnolia Avenue, Suite 1400
Orlando, FL 32801
Direct:
407-48 1 -5872
Fax:
407-481 -5801
Email:
jcarpenter@lseblaw.com
Web:
www.lseblaw.com

JAN ALBANESE CARPENTER, Partner, is a Martindale-Hubbell Peer Review rated AV® attorney. Jan practices in the area of public finance, government and real estate law. Jan works primarily in the areas of local government finance and the representation of special districts and has been involved in the issuance of billions of dollars of bond transactions for community development districts, housing authorities and Florida Housing Finance Corporation, among others. Latham, Shuker's public finance attorneys have served as general counsel to housing finance authorities, health facilities authorities and industrial development authorities, at the local and state level, and have represented various local governments, community development districts and public utilities. She has the ability to and has served at various times as issuer's counsel, underwriter's counsel, disclosure counsel and special counsel to state and local governments, and as developer's counsel in public finance transactions. Ms. Carpenter also has experience in general business law, environmental law and counsels clients in corporate and real estate transactions, and has represented lenders in their commercial transactions. Before attending law school, Ms. Carpenter was a financial analyst and controller in the hotel and restaurant industry.
Ms. Carpenter is a member of the National Association of Bond Lawyers and the Florida Association of Local Housing Finance Authorities. Ms. Carpenter is listed in the " Red Book," the Bond Buyer's Municipal Marketplace publication for 201 8. Ms. Carpenter was chosen by her peers in the l egal community as one of the "2005 and 2008 Legal Elite," by Florida Trend Magazine, a select group of the top two percent oflawyers practicing in Florida. She has been named as one of the "Best ofthe Bar" by the Orlando Business Journal. Ms. Carpenter is an active member of the Cornell Alumni Admissions Ambassador Network and interviews potential Cornell students during each "recruiting" season.
Bar Admissions:
1988, Florida
1991, New York
Education:
1 981 Cornell University, B.S. with distinction 1988 Albany Law School, J.D., cum laude
Professional and Civic:
Florida Bar, City, County and Local Government Section Legal Aid Society, Guardian Ad Litem;
Former board member of the Citrus Council of Girl Scouts Commercial Real Estate Women (C.R.E.W.)
Recognition and Honor:
AV Preeminent Peer Review rated by Martindale-Hubbell Legal Elite, Florida Trend Magazine
Best ofthe Bar, Orlando Business Journal

L ATHA �vL  SHU KER.  EDEN  &  BEAUDI J\E.  LLP 
.-\r! OR � l.:YS A'i L A.W

Address:
111 N. Magnolia Avenue, Suite 1400
Orlando, FL 32801
Direct:
407-481 -5876
Fax:
407-481 -5801
Email:
adadesky@lseblaw.com
Web:
www.lseblaw.com

ANDREW C. D'ADESKY is an associate in the firm's public finance practice group. Andrew primarily focuses on the representation of special districts and local govemment law, with a focus on representation of community development districts. Andrew also has experience in real estate and counsels' clients on various aspects of real estate transactions. Andrew's background in public administration provides the firm's public finance clients with strong expertise in dealing with formation and establishment, public records and open government issues, statutory compliance, real estate and financing matters. Prior to joining Latham, Shuker, Eden & Beaudine, LLP, Andrew worked with the Lake Junaluska community in North Carolina as a management consultant on various projects including capital improvement, grant funding, public meetings and municipal status. Andrew worked with the Aviation Division of the Broward County Attorney's Office during law school, which granted additional experience with commercial real estate, bidding, procurement, land use and public-private partnerships.

Bar Admissions:
201 5, Florida.

Education:
2008, Florida International University, B.A. in Political Science and Religious Studies 201 0, University ofNorth Carolina at Chapel Hill, M.A. in Public Administration
2015, University of Florida, Levin College of Law, J.D. cum laude

Professional and Civic:
Florida Bar, City, County and Local Government Section Florida Bar, Real Property and Probate Law S ection Orange County Bar Association, Young Lawyers Section

L ATHA t'vL  SHU KER.  EDEN &  BEAU DI f\:E,  LLP 
ATlOI-C\ I.:YS Al  LAW

Address:
111 N. Magnolia Avenue, Suite 1400
Orlando, FL 32801
Direct:
407-48 1-5820
Fax:
407-481-5801
Email:
mcandiotti@lseblaw.com
Web:
www.lseblaw.com

MICHAEL G. CANDIOTTI is an Associate in the firm's corporate, land use, real estate, public finance and agribusiness practice group. Michael primarily focuses on real estate transactions and development, financing and commercial leasing transactions, and has he increasing experience with special district governance. Michael's real estate background provides the firm's public fmance clients with strong expertise in dealing with real estate development and financing matters. Prior to joining Latham, Shuker, Eden & Beaudine, LLP, Michael worked in-house with First American Title Insurance Company, which experience enables our firm to expedite more complex deals. While at First American, Michael acted as counsel in an array of unique real estate venues, such as sales under 28 USC § 363, HUD financings, and condominium terminations.

Bar Admissions:
2012, Florida

Education:
2009, Florida State University, College ofBusiness, B.S. in Finance and Real Estate; 2012, University of Florida, Levin College of Law, J.D. cum laude
Professional and Civic:
Florida Bar, Real Property and Probate Law Section Orange County Bar Association, Young Lawyers Section

LA it l A :\t.  SI I L• K ER.  EDEN  t.X  BEAL DI T\:E .  LLP 
\ I I oH , I 'i ..., . \ I  1. \\\

Address:
111 North Magnolia
Avenue, Suite 1 400
Orlando, FL 32801
Direct:
407-481-5830
Fax:
407-481-5801

PETER G. LATHAM, Partner, has practiced law in the Central Florida community since his admission to the bar in 1981. Peter has been involved in all types of real estate development and financing and has gained particular expertise
in Resort and Themed development projects from his involvement with "Universal Orlando"  and "Hard Rock Cafes11•   Peter advised Universal on its re-development of approximately 2,400 acres near the Orange County Convention Center into a mixed use development. Peter has also developed an expertise in all phases of agribusiness through his role as counsel to the two largest agricultural cooperatives in Florida; Citrus World; Inc. - makers of Florida's Natural™ juice products, and Southeast Milk,  Inc. In this area Peter has counseled on large  agricultural
developments, cooperative mergers and acquisitions, and trade regulations, as well as franchise distribution and broker agreements.

Bar Admissions:
1 981, Florida

Education:
1 981, J.D., Stetson University, College of Law, Cum Laude 1978, B.S .B.A., University of Central Florida

Email:	Professional and Civic:
platham@lseblaw.com Universal Foundation Board 20 12 

Web: www.lseblaw.com

American Bar Association, Real Estate and Land Use Division Florida Bar, Real Estate and Land Use Division
Orange County Bar
Legal, Tax and Accounting division of NCFC
Housing and Neighborhood Development Services of Central Florida, Executive Committee 1990 - 1998

Recognition and Honors:
AV Preeminent Peer Review Rated by Martindale-Hubbell

PROPOSED RATES FOR OURLEAD ATTORNEY AND TEAM

We are happy to offer our established (and reduced) "governmental client" rates for the Poinciana and Poinciana West Community Development Districts work. Based on our experience in this market, we believe the rates below are highly competitive for this type of legal work and significantly lower than our regular rates for private organizations.

Senior Partners (Jan Albanese Carpenter)	$375
(Currentprivate rate up to $475)
Associates (Andrew d'Adesky, Michael Candiotti)	$265
(Currentprivate rates up to $345)
Paralegals	$1 05

CONFLICT
Latham, Shuker, Eden & Beaudine, LLP has no apparent conflict ofinterest with regard to the proposed work with Poinciana and Poinciana West Community Development Districts.

LATl I A�·L S Ii t: KER. EDEN & 13 EAlJ DIN L LL P
·\ I  I OR \:I·) � Al  I. A\\

SECTION VI11

S	ECTl·ON C

SECTION 1

Poinciana West COD ACTION ITEMS
as of 8/8/2018

Item #	Meeting Assigned	
Action Item	
Assigned To	
Date Due	
Status	
Comments	

1	

1/1 7/1 8				

In Process	Repairs to Ponds P3, P4, PS &
P6 completed. Remaining ponds on the list anticipated to be completed by July/August.	
		Storm Drain System Repairs	FlinUScheerer			

prepared by GMS

SECTION 2

Poinciana West
Community Development District
Summary of Check Register

July 1, 2018 to July 31, 2018

Fund	Date	Check No.'s	Amount	
General Fund	7/6 /18	1461-1463	$	11,851.02	
7/13/18	1464-1465	$	2,608.75	
7/20/18 	1466	$	3,420.46	
7/23 /18	1467	$	1,075.00	
7/24/18	1468	$	2,109.39	
7/25 /18 	1469	$	43.16	
		$	21,107.78	

Payroll

July 2018
Joseph Gecewicz
Leonard Vento Shirley Bzdewka William Brown

Joseph Gecewicz Leonard Vento Shirley Bzdewka

50024
50025
50026
50027

50028
50029
50030

$	184.70
$	134.70
$	184.70
$	184.70
$	184.70
$	134.70
$	184.70
$	1,192.90
$	22,300.6s I

AP3 00R	PAGE

YEAR-TO-DATE  ACCOUNTS  PAYABLE  PREPAID/COMPUTER CHECK REGISTER	RUN	8/08/18	1

#

***   CHECK  DATES   07/01/2018   -   07/31/2018   ***	PBANOINKCAIANGAENEWREASLT  F-UNGDENERAL  FUND

CHDEACTEK    VEND#	. . D. A. T. EINVOINEVO. I. C. E. .    . Y. R. EMXOPENDPSTEDATCOCT. #. . SUB	SUBCLASS  VENDOR  NAME

STATUS

AMOUNT

. . . . CHECK. . . • . AMOUNT

7/06/18 00001 

7/02/18   1M5ANAGEMEN2T01F8E0E7S 3J1U0L-51 81300-34000 
7/02/18   1 5INFO  TECH2N0O1L8O0G7Y3J1U0L-51813 00-35200 

7/02/18 15	201807 310-51300-51000 

7/02/18   1D5 ISSEMINA2 0TI1O8N07FE3E1 0J-U5L1 31 800-3 1300 
7/02/18   1O5FFICE  SUPPLIES

*	3,750 . 00
*	125.00
*	416 . 67
*	15. 12 
*

COPIES

7/02/18   1P5OSTAGE

20 1807 310-51300-42000 
20 1807 310-513 00-42500 

9. 16
*	47 .7 0
*

7/06/18 00005 

7/06/18 00007 

7/13/18 00016 

7/13/18 00019 

7/02/18   1F6IELD  MAN2A0G1E8M0E7NT3 2J0U-L5 31800- 12000 
7/02/18   1S6UPERVISO2R0 1N8A0M7E3P1L0A-T5E1S300-49000 
GOVERNMENTAL MANAGEMENT SERVICES-CF
7/02/18 6365436	201807 320-53800-47100 
MOSQUITO MGMT SERV . JUL18	CLARKE ENVIRONMENTAL MOSQUITO 7/01/18   2L8A6W2N  MAIN2T0E1N8A0N7CE3 2J0U-L53 81 800-46200 
- - - - - - - -  - - - -  - -  -  - -  -FL-ORALAWN  2,   LLC 7/11/18  2 I1N2T7E0R5I5M  E2N0G1 8. 0S6RV3 1C0S-J5U1N3 01 80-3 11 00

RPR  CTRL  STRUCTURE  POND  5

- - - -  - - - -  - - - - -  - -  - -  -GA-I  CONSULTANTS ,   INC 6/25/18 180	201806 320-53 800 -48100 

RPR CTRL STRUCTURE POND ll

6/25/18 181	201806 320-5380 0- 48100 
6/25 /18 182	20 1806 320-53800-48100 

RPR CTRL STRUCTURE POND 5

6/25/18   1R8P0R  CTRL2S0T1R8U0C6TU3R2E0 -P5O3N8D0 01 -8 48100 
6/25/18   1R8P1R  CTRL2 S0T1R8U0C6TU3R2E0 -P5O3N8D0 0l-l48100 

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

6/25/18 182	201 806 320-53800-48100 

833 .33
*	129 .55
- - - -  - - - -  - - -5-,3 -2 6-.5-3   001461 
*	1,833 . 33
- - -  - -  - -  -  - -  -1-, 8-33 -. 3-3   001462 
*	4, 691 . 16
-  - - - -  -  - - - -  -4 -, 6-9 1-. 1 -6   001463 
*	2, 608 . 75
- -  -  -  -  -  -  -  -  -  -2 -, 6-08 -.7 -5  001464 
*	425 . 00
*	125 . 00
*	325 .00
V	425 . 00- 
V	125. 00-
V	325 . 00-

7/20/18 00002 

- - - -

RPR CTRL STRUCTURE POND18	CLAYTON SMITH
*

.oo 001465 

7/18/18   1G0E1N4 3C0OUN2SE0L1 /8M0T6HL3Y10M-T5G13J0U0N-3 1500 
HOPPING GREEN & SAMS
POIW POIN WEST COD	TVISCARRA

3,420.46

3, 420 . 46 001466 

A*P* 3* 00CRHECK  DATES   07/01/2018   -   07/31/201Y8EA*R* -*TO-DATEPAOCINCOCUIANNTAS

WPAEYSATBL-EGPERNERALAIDF/CUONMDPUTER  CHECK  REGISTER	RUN	8/08/18 

PAGE	2

BANK  A  GENERAL  FUND

7/23/18 00001	7/20/18 17 

CHDEACTKE

VEND#	. . D. A• T. EINVOINCVEO. I. C. E. .   • Y• R. MEOXPENDPSETDATCOCT.#. . SUB	SUBCLASS

VENDOR NAME	STATUS

AMOUNT

. . . . CHECK. . . . . 

#

AMOUNT

201807 320-53800-48100 

POND   11  RPR  CONTROL  STRUC

POND 5 RPR CONTROL STRUCT 7/20/18 18	201807 320 -5 3 8 00-48100 
7/20/18 19	201807 320-53800-48100 

*	465 .00
*	165 . 00
*	445 .00

- - - -

D  18-R-PR  CTRL  -STR-U/P-IPE  -GO-VERNMENTAL  MANAGEMENT  SERVICES-CF

1, 075 .00 001467 

- -	- - -	-	-	*

F Y 18 DEBT SERVICE SER2 017

7/24/18 00013	7/24/18 072 4 2 018 201807 300 -207	-10000 
POINCIANA WEST CDD C/0 USBANK

2, 109 .3 9

2, 109 .39 001468 

7/25/18   00008	7/17/18   6 D-E2L4I6V-E9R3Y2 70 /1 81 20 7/ 1 38 10-5 1300-42000 
FEDEX

*

TOTAL FOR BANK A TOTAL FOR REGISTER

43 . 16

21, 107 .78
21, 107 . 78

43 . 16 001469 

POIW  POIN  WEST  COD   TVISCARRA

SECIION 3

•	•	•	•	•	•	•	•	•	•	•	•

• • • • • ••

Poinciana West
Community Development District

Unaudited Financial Reporting July 31 , 201 8

•	•	•	•

•	•	•	•	•	•	•	•

•	•	•

Table of Co ntents

 	Bala nce Sheet 

General Fund I ncome Statement

 	Debt Service I ncome Statement 

 	Month to Month 

 	FY18 Assessment Receipt Schedule 

Poinciana West
COMMUN ITY DEVELOPMENT DISTRICT BALANCE SHEET

	General		
	Fund	Fund		2018	
ASSETS:					
CASH					
OPERATING ACCOUNT - SUNTRUST	$144,428			$144,428	
MONEY MARKET ACCOUNT	$485,586			$485,586	
INVESTMENTS
SERIES 2017					
RESERVE Rl 			$391,346		$391,346	
RESERVE R2 			$121,653		$121,653	
REVENUE 			$302,359		$302,359	
REDEMPTION Rl 			$2,131		$2,131	
REDEM PTION R2 			$527		$527	
DUE FROM DEVELOPER	$292				$292	
DUE FROM GENERAL FUND 			$17			
TOTAL ASSETS	$630,305		$818,032		$1,448,338	
LIABILITIES:						
ACCO UNTS PAYABLE	$6,340				$6,340	
DUE TO DEBT SERVICE	$17				$17	
FUND EQUITY:						
FUND BALANCES :						
RESTRICTED FOR DEBT SERVICE 2017			$818,032		$818,032	
OPERATING RESERVE	$65,156				$65,156	
UNASSIGNED 	$558,793				$558,793	
TOTAL LIABILITIES & FUND EQUITY	$630,305		$818,032		$1,448,338	

July  31, 2018

Debt Service

I I	Totals

REVENUES:

Poinciana West
COMMUNITY DEVELOPMENT DISTRICT
GENERAL FUND
Statement of Revenues & Expenditures
ForThe Period Ending July 31, 2018

ADOPTED	PRORATED BUDGET	ACTUAL
BUDGET	THRU 7/31/18	THRU 7/31/18	VARIANCE

ASSESSMENTS - TAX COLLECTOR	$291,294	$291,294	$292,357	$1,063
I NTEREST	$3,000	$2,500	$5,915

$4,477

TOTAL REVENUES	$294,294	$293,794	$298,271
EXPENDITURES:

ADMINISTRATIVE:

$459

SUPERVISOR FEES	$6,000	$5,000	$11,000	($6,000)

FICA EXPENSE

$842	($459)

ENGINEERING	$20,000	$16,667	$22,535	($5,869)
ATTORNEY	$50,000	$41,667	$37,368	$4,298
ARBITRAGE	$600	$600	$900	($300)
DISSEMI NATI ON	$5,000	$5,000	$5,082	($82)
ANNUALAUDIT	$4,023	$4,023	$0	$4,023

$24

TRUSTEE FE ES		$0		$0		$7,004	($7,004) MANAGEMENT FEES	$50,525	$42,104	$39,266		$2,838 INFORMATION TECHNOLOGY		$0		$0		$1,219	($1,219)
TELEPHONE	$0	$0	($24)
POSTAGE	$1,000	$833	$2,888	($2,054)
PRINTING & BINDING	$1,500	$1,250	$2,431	($1,181)
INSURANCE	$10,883	$10,883	$10,074	$809
LEGAL ADVERTISING	$2,000	$1,667	$8,393	($6,726)
OTHER CURRENT CHARGES	$636	$530	$707	($177)
OFFICE SUPPLIES	$200	$167	$318	($151)
PROPERTY APPRAISER	$6,198	$0	$0	$0
DUES, LICENSES & SUBSCRI PTIONS	$175	$175	$17S	$0

FIELD:
FI ELD MANAGEMENT

$4,371

$6,551	($2,908}

LANDSCAPE MAI NTENANCE	$56,294	$46,912	$46,912	$0 AQUATIC CONTROL MAINTENANCE	$32,430	$27,025	$27,025	$0 AQUATIC MIDGE MANAGEM ENT	$22,000	$18,333	$18,333	$0

R&M PLANT REPLACEMENT	$10,000

$0	$8,333

STORM STRUCTURES REPAI RS		$0		$0	$2,425	($2,425) CONTI NGENCY	$10,000	$8,333		$0		$8,333
TOTAL EXPENDITURES	$294,294	$243,527	$251,471	($7,944)
EXCESS REVENUES (EXPENDITURES)	$0	$46,800
FUND BALANCE - BEGIN NI NG	$0	$511,993

FUND BALANCE - ENDING		$0	$558,793 2

Poinciana West
COMMUNITY DEVELOPMENT DISTRICT
SERIES 2017 DEBT SERVICE FUND
Statement of Revenues & Expenditures
ForThe Period Ending July 31, 2018

REVENUES:	ADOPTED BUDGET	PRORATED BUDGET THRU 7/31/18	ACTUAL THRU 7/31/18	
VARIANCE		
ASSESSMENTS · TAX COLLECTOR	$1,050,687	$1,050,687	$1,054,523	$3,836		
INTEREST	$100	$83	$1,530	$1,447		
TOTAL REVENUES	$1,050,787	$1,050,770	$1,056,053			
EXPENDITURES:						
ADMINISTRATIVE PROPERTY APPRAISER	
$22,355		
$0	
$0		
TRUSTEE FEES	$5,500	$5,500	$0	$5,500		
SERIES 2017 R·l I NTEREST - 11/1	
$198,166	
$198,166	
$198,166	
$0		
PRINCIPAL· 05/1	$385,000	$385,000	$385,000	$0		
I NTEREST · 05/1	$198,166	$198,166	$198,166			
SERIES 2017 R-2
INTEREST • 11/1	
$77,981	
$77,981	
$77,981	
$0		
PRINCIPAL· 05/1	$80,000	$80,000	$80,000	$0		
INTEREST · 05/1	$77,981	$77,981	$77,981			
TOTAL EXPENDITURES	$1,045,149	$1,022,794	$1,017,294	$5,500		
EXCESS REVENUES (EXPENDITURES)	$5,638		$38,759			
FUND BALANCE · BEGINNING	$974,881		$779,273			
FUND BALANCE · ENDING	$980,519		$818,032			

3

$4,944

REVENUES,

Poinciana West
Community Development District
0d	Nov	Dec	Jan	Feb	Ma,	Apr	Ma�	Jun	Jul	AU§	Sept	_Jotal

ASSESSMENTS - TAX COLLECTOR	$1	$21,681	$242,668	$13,816	$5,193	$1,404

$�130	$1,515

$0	$0	$292,357

INTEREST

$1,442

$418

$416

$41S	$0

1'01'Al. REVENUES

s22.o<s	$243,542	$1S,2S8	lii,006	$1,822	 	�S,347		St,S46

$420	$0

S298,27J I

ADMINISfflATIVE:
SUPERVISOR FEES	$2,000	$800	$1,400	$800	Sl,000	$600	$1,200	$1,000	$800	$1,400	$0

$11,000

$4,096

FICA EXPENSE	5153	$61	$107	$61

$46

$77	S61	$107	$0

ENGINEERING

S879	$931

SS,633	$1,541	$1,328

$2,609	$2,948	so

ATTORNEY ARBITRAGE

$4,660	$6,23S	$1,646	$3,818	SS,433

$417

So	So	so	$0

$3,420	$0	so
$0	so

DtSSEMINA.TION
ANNUAL AUDIT	$0

$0	$82	5417
$0	So	So	$0

$417

$417	$417	$0	$0	5S,082
$0	so	$0	$0	$0

TRUSTEE FEES	so	so	so	$0	$7,004	so	$0
MANAGEMENT FEES	$4,210	$4,210	$4,210	$4,135	$3,750

so	so	So	$0
$3,750	$3,750	$0	$0

$9

INFORMATION TEOiNOlDGY	so	$0	$2S	$30S	$12S	$125	5125	S389	Sl2S	$0	so

TELEPHONE	so

$0	$0	so

$0	so	so	so	S24

POSTAGE	$126

$1,979	$319	s,	S2

$63

$S2	so	$0	52,888

PRINTING & BINDING	$146	$143	$1,461	$320	$19
INSURANCE	Sl0,074	so	$0	$0	$0

$38	$183
$0	$0

so	$0	$2,431
$0

LEGAL ADVERTISING	S267

$319	$744	5258	$0	$291

S2S3	so	$0

OTHER CURRENT CHARGES

$49	$49

$47

$SO

$278	so	$0	5707

OFFICE SUPPLIES

$88

$121	so	so	Sl8	$18	S19	SlS	$0

$318

$47

$39

PROPERTY APPRAISER	$0	so	so	so	$0	so	so	so	so	so	so

OUES,LICENSES & SUBSCRIPTIONS

so	so	so	$0

so	so	$0	so	$17S

FIELD MANAGEMENT

S364

$458

$833

so	S6,SS1

LANDSCAPE MAINTENANCE:	$4,691	54,691

$4,691	54,691	$4,691	54,691	$4,691	$4,691	$4,691	$0	so	$46,912

AQUATICCONTROL MAINTlNANCE	52,702

$2,702

S2,702	$2,702	$2,702	S2,702	$2,702	$0

AQUATIC MIDGE MANAGEMENT	$1,833	SL833	$1,833

Sl,833	$1,833	$1,833	Sl,833

$1,833

Sl8,333

R&M PLANT REPLACEMENT	so
STORM STRUCTURES REPAIRS	so

so	so	so
so	so

$0	so	so	so
$0	Sl,350	so

$0
so	so	$2,42S

CONTINGENCY	so

$0	$0	$0

so	so	so	so	so	so

TOTAL EXPENDITURES

S28,761	$24,746	$26,672 	$30,219	

$23,0SO

$22,237	S20,S28	$0

EXCESS REVENUES/(EXPENDITURESI

1$31,0111	1$6,7131	S218,796	!511,4131	1$24,2131

(S17,703)	1$21.9301	1$20,3191

so	so

Poinciana West
COMMUNITY DEVELOPMENT DISTRICT
SPECIAL ASSESSMENTS FY2018 RECEIPTS
MAINTENANCE

GROSS ASSESSMENTS $

309,888.00

CERTIFIED NET ASSESSMENTS $

291,294.72

	GROSS ASSESSMENTS		COMMISSIONS	INTEREST	
DATE	CHECK NO.	RECEIVED	DISCOUNTS	PAID	INCOME	

 	100% 

     10/27/17	ACH	s		-	s	-	s	-	: s

NET ASSESSMENTS
RECEIVED

-	s

1.23 	$	1.23 	
2,457.39	$	2,457.39	
15,446.45	$	15 ,446.45	
3,777.64	$	3,777.64	
29,313 .14 	$	29 313.14 	
50,245.2 1	$	50,245 .21 	
163 109.59	$	163,1 09 .59 	

1.23 s

GENERAL FUND

11/15/17	ACH
11 /17/17	ACH
11 /22/17	ACH

$	2,61 1.98   s	104.44    $	50.15   $	-	s

s

-

$	16,418.16  $	656.48   $	315 .2 3 $
$	4,058.56   $	203.83   $	77.09	$

      12/6/17	ACH	$	31 157.19  $	1 245 .82   $	598.23  $	-	$

12/13/17	ACH
12/20/17	ACH
1/16/18	ACH

$	53,405.58  $	2,134.96   $	1,025.41 $

s

s	s

s

s

$	173 ,370.13   $	6 931.77	3,328.77
14 36 5-. 88   $	43 6-.3 1	27 8-.59 

-	$
-	$
-	$	13 ,650.98 s

13,650.98

1/31/18	ACH

$	s
5,410.53 

$
11 1.91 

$
105.97

16 5-.03      $	16 5.03 s

165.03

2/15/18	ACH

s	s
1,445 .92

$
13 .09

s
28.66

-	$	5,192.65     $s

5, 192 .65

3/15/18	ACH	$

$	-	$

s
100.74

-	$	1,404 .17 s

1,404.17 

4/16/18	ACH

s	5,036-.83 $

-	$	-	s

7.66

$	4 936.09 s

4,936.09

4/27/18	ACH

s
1,15 3.02

$s	-	$

$

$

j

23 .06

-	$	7.66

 	7.66 

5/1 5/18	ACH	s

960.85   s	-	$

s
19.22

-	$	1,129.96   s	1, 129.96 

6/15/18	ACH
6/2 1/18	ACH

s

s

-

s	584-.91

-	$	1 1-.70    s

-	$s
4.48

941.63    s
573.21  s

941.63
573.21 

7/30/18	ACH	s

s	s	s
!	:	!

$	4.48 s
:

4.48

TOTAL COLLECTED PERCENTAGE COLLECTED

$	309,979.54  $     11 ,838.61   $	5 952.82 $
DEBT SERVICE

178.40   $	292,3 5 6.51 $
GROSS ASSESSMENTS $ CERTIFIED NET ASSESSMENTS $

292,356.51
  100%

1,11 7,752.24
1,050,687.11 

 	100%	

DATE	CHECK NO.

10/27/17	ACH

GROSS ASSESSMENTS		COMMISSIONS RECEIVED	DISCOUNTS		PAID

'

:

s	-	$	-	$	-

INTEREST	NET ASSESSMENTS INCOME		RECEIVED

4.53 

i
$	4-.53    $	$

DEBT SERVICE
FUND

4.53 

11/15/17	ACH
11 /17/17	ACH

s	8,92 5.54   s	356.98    $	171.3 7  s

-	54,904.68 s

$	58,359.30    $	2 334.12   s	1, 120.50 s

-    $s  	8,397.19    s

8,397.19
54,904.68

11 /22/17	ACH

s	14,935 .63    $	750.17   s	283.71 $

-	$	13 ,901.75  s	13,901.75

12/6/ 17	ACH

$	109,166.22   s	4 366.14   s	2,096.00 s

-	$	102 704.08   $	102 704.08 

12/13/17	ACH
12/20/17	ACH
l/16/18	ACH

$	189,667.42   s	7,5 84.14   $	3,641.67  s
$	63 1,825.18   $    25  269.19   $    12 13 1.12  s
$	51 ,492.66   $	1 563.82   $	998.58  $

s	178,441.6 1    $

s

-

$	594 424.87   $
$	48,930.26

178,441.61

-

594,424.87
48,930.26

1/31/18	ACH

s	-	s	-	s	-	s

594-.49    $	594.49 $

594.49

      2115/ 18	ACH	$	19 910.82   s	411.91   s	389.98 $

-	s	19 ,108.93   $	19 108.93 

3/15/18	ACH

$	5,320.98   s	48-.09     s	105 .46 s

-	$	5,167.43 $

5, 167.43

4/16/18	ACH

s	18,536-.37 $

-	s	370-.73 s

s	18 165.64   s 	18 165.64 

5/15/18	ACH

$	 s 

4/27/18	ACH

ss	4,243.08 $

s	s

s

-

-	84.86

2 8-.18     s	28.18   s	28.18 

6/15 /18	ACH
6/21/17	ACH

s	3,53 5.90   s
$	2,15 2-.44  $

s	70.72    $
-	$	4 3-.05   $

$	3,465.18   s

-

s	4 158.22 s

-

$	2,109.39 $

3,465 .18 
2,109.39

4,1 58.22

7/30/18	ACH	s

5	$	$
i

16.53   s	16. 53 s
:

16.53

TOTAL COLLECTED PERCENTAGE COLLECTED

s	1,1 18,071.54 $ 42,684.56 $ 21,507.75 $

643.73   $	1,054,522.96  $	1,054,5 22.96
 	100%

5

SECTION 4

NOTICE OF MEETING DATES POINCIANA WEST
COMMUNITY DEVELOPMENT DISTRICT

The Board of Supervisors of the Poinciana West Community Development District will hold the regularly scheduled public meetings for Fiscal Year 2019 at 12:30
p.m. in the Starlite Ballroom at 384 Village Drive, Poinciana, Florida 34759 on the third
Wednesday each month as follows unless indicated otherwise:

October 17, 2018
November 21, 2018
December 19, 2018
January 16, 2019
February 20, 2019
March 20, 2019
April 17, 2019
May 15, 2019
June 19, 2019
July 17, 2019
August 21, 2019
September 18, 2019

The meetings are open to the public and will be conducted in accordance with the provisions of Florida Law for Community Development Districts. A copy of the agenda for a particular meeting may be obtained from the District Manager at 135 W. Central Blvd., Suite 320, Orlando, FL 32801 .

A meeting may be continued to a date, time, and place to be specified on the record at that meeting. There may be occasions when one or more Supervisors may participate by telephone.

Any person requiring special accommodations at these meetings because of a disability or physical impairment should contact the District Office at least forty-eight
(48) hours prior to the meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1 or 1-800-955-8770, for aid in contacting the District Office.

Each person who decides to appeal any action taken at these meetings is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.
George S. Flint
Governmental Management Services - Central Florida, LLC District Manager

SECTION D

SECTION 1-

11               ..,,_        l )   •'

'tI ',I	• I	Poinciana	West
Community Development District

Poinciana West CDD Field Management Report I GMS 2018

Poinciana West
Community Development District

Field  Management Report
August 9, 2018 

To:		George Flint District Manager
From:	Alan Scheerer
Field Services Manager

RE:	Poinciana COD - August 9, 2018 
The following is a summary of items related to the field operations and management of the Poinciana West Community Development District.

Poinciana West COD Field Management Report I GMS 2018

•- -	.-  ,--=------,---=-=- �r--� -	- - -- --
- Pending	Items

Improvements to the maintenance of the dry ponds.
-.. Cleaning Unsightly brush and debris from d ry
ponds.

Poinciana West CDD Field Management Report I GMS 2018

1 Sprayi ng and management of aquatic weeds. 
• Contractor performing well. 

• Repair and maintenance of storm structures and storm systems.

Poinciana West CDD Field Management Report I GMS 2018

� Create and mulch tree rings on all Poinciana West COD pond banks.
� This work will be
completed over the next 6 months as budget
permits.

Mowing and 
maintenance of all pond banks.
� Contractor perfo rming well. 

Poinciana West CDD Field Management Report I GMS 2018

For any questions or comments regarding the above information, please contact me by phone at 407-398-2890, or by email at ascheerer@gmscfl .com. Thank you.

Respectfully, Alan Scheerer

Poinciana West CDD Field Management Report I GMS 2018

(	PW Monthly Treatment Report
Date between : 7/1 /2018 and 7/31/2018 

Customer Site ID	Treatment Date	Condition/Weeds Treated	
4A	7/2/18	Clean	
GA	7/11/18	Clean	
P-1	7/2/18	Clean	
P-2
P-3	7/2/18
7/2/18	Clean
Clean	
P-4	7/2/18	Clean	
P-5	7/18/18	Clean	
P-6
Pond 1	7/18/18
7/2/18	Clean
Alligator Weed	
Pond 1	7/2/18	Pennywort	
Pond 1
Pond 10	7/2/18
7/18/18	Shoreline Grasses
Alligator Weed	
Pond 10	7/18/18	Filamentous	
Pond 10	7/18/18	Pennywort	
Pond 10
Pond 11	7/18/18
7/18/18	Shoreline Grasses
Alligator Weed	
Pond 11	7/18/18	Filamentous	
Pond 11
Pond 11	7/18/18
7/18/18	Pennywort
Shoreline Grasses	
Pond 12	7/18/18	Alligator Weed	
Pond 12	7/18/18	Filamentous	
Pond 12
Pond 12	7/18/18
7/18/18	Pennywort
Planktonic	
Pond 12	7/18/18	Shoreline Grasses	
Pond 13	7/2/18	Clean	
Pond 15	7/19/18	Clean	
Pond 16	7/26/18	Clean	
Pond 16	7/26/18	Filamentous	
Pond 17	7/19/18	Filamentous	
Pond 18
Pond 2	7/19/18
7/2/18	Filamentous
Alligator Weed	
Pond 2	7/2/18	Cattail 	
Pond 2
Pond 2	7/2/18
7/2/18	Pennywort
Shoreline Grasses	
Pond 20	7/16/18	Filamentous	
Pond 21
Pond 21	7/26/18
7/26/18	Alligator Weed
Filamentous	
Pond 21	7/26/18	Pennywort	
Pond 21	7/26/18	Shoreline Grasses	
Pond 22	7/16/18	Filamentous	

Pond 3	7/2/18	Alligator Weed	
Pond 3	7/2/18	Pennywort	
Pond 3	7/2/18	Shoreline Grasses	
Pond 4	7/2/18	Alligator Weed	
Pond 4	7/2/18	Pennywort	
Pond 4	7/2/18	Shoreline Grasses	
Pond 5	7/23/18	Alligator Weed	
Pond 5	7/23/18	Clean	
Pond 5	7/23/18	Pennywort	
Pond 5	7/23/18	Shoreline Grasses	
Pond 6	7/16/18	Alligator Weed	
Pond 6	7/16/18	Cattail	
Pond 6	7/16/18	Filamentous	
Pond 6	7/16/18	Pennywort	
Pond 6	7/16/18	Shoreline Grasses	
Pond 7	7/16/18	Alligator Weed	
Pond 7	7/16/18	Filamentous	
Pond 7	7/16/18	Pennywort	
Pond 7	7/16/18	Planktonic	
Pond 7	7/16/18	Shoreline Grasses	
Pond 8	7/23/18	Filamentous	
Pond 9	7/18/18	Alligator Weed	
Pond 9	7/18/18	Cattail	
Pond 9	7/18/18	Filamentous	
Pond 9	7/18/18	Pennywort	
Pond 9	7/18/18	Planktonic	
Pond 9	7/18/18	Shoreline Grasses	

ClQfl<e
Poinciana West Community Development District Monthly Midge Treatment Report
July 1, 2018- July 31, 2018

Night Truck Spray
� Miles were sprayed

ATV ULV Spray
7.9	Miles were sprayed

Backpack Pellet Larvicide
5.5	Acres were treated

Boat Larvicide Treatments
O	Acres were treated

ClO(!<

PWCDD Monthly Midge Treatment Report July 2018 

Customer	Route	Start Date
7/2/18	End Date
7/2/18	Used Quantity	Unit of Measure	Chemical Used Quantitv	Unit of Measure	
PWCDD Truck	ULV	Ponds 5, 8, & 9			2.2	mi	0.49	gal	
PWCDD ATV ULV	Ponds 5, 8, & 9	7/5/18	7/5/18	2	mi	0.3	gal	
PWCDD Truck ULV	Ponds 5, 8, & 9	7/9/18	7/9/18	2.2	mi	0.48	gal	
PWCDD ATV ULV	Ponds 5, 8, & 9	7/13/18	7/13/18	1.8	mi	0.29	gal	
PWCDD Truck ULV	Ponds 5, 8, & 9	7/16/18	7/16/18	2.2	mi	0.48	gal	
PWCDD ATV ULV	Ponds 5, 8, & 9	7/19/18	7/19/18	2.2	mi	0.36	gal	
PWCDD Truck ULV	Ponds 5, 8, & 9	7/23/18	7/23/18	2.2	mi	0.49	gal	
PWCDD ATV ULV	Ponds 5, 8, & 9	7/26/18	7/26/18	mi	0.29	gal	
Total For The Month	16.70	mi	3.18	aal	

At,,ate 5% PeUets Larvicide Ponds
Pond 5 & 9	Start Date	End Date	Used Quantitv	Unit of Measure	Chemical Used Quantity	Unit of Measure	
	7/27/18 	7/27/1 8	5.5	ac	22	lb	
				
Total For The Month		5.50	ac	22.00	lb	

Abate 4E Larvicide Ponds
None for July	Start Date	End Date	Used Quantitv	Unit of Measure	Chemical Used Quantitv	Unit of Measure	

				
Total For The Month	0.00	ac	0.00	oz	

1/2	8/6/201 4 4:17:45 PM

SECTION 2

Customer Complaint Log Poinciana West COO
Date	Resident	Address	Pond	Contact	Complaint	Assigned To	Resolution	Date Resolved	
7/27/18 Salters Alston	622 Irvine Ranch Road P-20	585-750-9235	Algae	Alan Scheerer	Contractor Notified	7/27/18	
8/7/18 Bruce Menzies	532 Villa Park Road	P-6	863-496-5861	Algae	Alan Scheerer	Contractor Notified	8/7/18	
8/7/18 Gale Hallman	124 Indian Wells Ave	P-5	863-852-3698	Algae	Alan Scheerer	Contractor Notified	8/7/18